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Stagwell Inc. (STGW)

USD7.68 +0.09 (+1.23%)
US NASDAQ Communication Services Advertising Agencies
Address One World Trade Center 10007
New York City, NY, US
CEO Mark Jeffrey Penn
IPO 1995-04-17
CIK 876883 ISIN US85256A1097

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Also trades on NASDAQ Global Select · MDCA (USD) NASDAQ Global Select · STGW (USD)
Description

Stagwell Inc. offers a wide array of specialized services, including digital transformation, data-driven performance media, consumer insights and strategic planning, and creative communications solutions. The company operates through three distinct segments: the Integrated Agencies Network, the Media Network, and the Communications Network. A key part of its business involves designing and building advanced digital platforms and engaging experiences. These solutions are crafted to facilitate the distribution of content, support e-commerce activities, enhance service delivery, and boost sales. This includes developing custom websites, mobile applications, robust back-end infrastructures, and sophisticated content and data management systems. Stagwell also formulates and implements cutting-edge technology and data strategies. Furthermore, the company develops proprietary software, such as cookie-less data platforms for targeted audience engagement, e-commerce tools, and text messaging applications designed to interact with consumers. Beyond digital infrastructure, Stagwell provides comprehensive media buying and planning services. It also furnishes clients with strategic insights and expert guidance to optimize their business content, product strategies, overall communications, and media approaches. The firm's creative and communications offerings encompass strategy development, advertising creation, the execution of live events, cross-platform engagement initiatives, and compelling social media content. Additionally, they provide services in leadership development, social media management, executive visibility, strategic communication, public relations, and public affairs. Stagwell Inc. extends its expertise to include influencer marketing, in-depth brand insights, communications technology, and augmented reality services, particularly assisting in-house marketing teams with innovative, technology-driven solutions. The company's corporate headquarters are located in New York, New York.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
MDC Partners Inc. MDCA 2021-02-08 View
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
USD7.68 +0.09 (+1.23%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.23
Float Shares
109.89M
Free Float %
43.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.40% -3.70% -0.32% +26.26% +21.12% +27.81% +19.73% +12.01% +28.60% -62.14% -21.88%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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Annual Monthly Returns
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Daily Returns Distribution
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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 (8 ratings, all time) Buy
Price Targets & DCF
Current price
7.68
Low 8.00 +4.1%
Consensus 8.00 +4.1%
Median 8.00 +4.1%
High 8.00 +4.1%
DCF (Unlevered) 23.46 +205.3%
DCF (Levered) 21.35 +177.8%

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) 75% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 5 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
8.00
+4.1%
Last Year 1
8.00
+4.1%
All Time 5
8.50
+10.6%
Quality scores
Altman Z-Score
1.01
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
B-
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Advertising Agencies: +8.1%
    +2.4% Q1'26: +8.0% (vs Q1'25)
  • EPS growth Advertising Agencies: +38.8%
    +464.1% Q1'26: -29.3% (vs Q1'25)
  • FCF margin FCF growth · Advertising Agencies: +39.2%
    +9.1% Q1'26: -5.3% (vs Q1'25)
  • EBIT margin Advertising Agencies: +7.9%
    +5.5% Q1'26: +1.4% (vs Q1'25)
  • ROIC Advertising Agencies: +6.8%
    +4.2% Q1'26: +1.4% (vs Q1'25)
  • Share dilution Advertising Agencies: +0.0%
    +128.5% Q1'26: -4.9% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Advertising Agencies: -1.31×
    4.03× Q1'26: 7.91× (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 (1.23) × ERP
WACC = 51% × Ke + 49% × Kd (6.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 23.46 Current price: 7.68
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 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
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
5 Rev. Ana.
5 EPS Ana.
Dec 2027
4 Rev. Ana.
5 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Dec 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
943.27M
est: 446.41M (+111.3%)
1.07B
est: 306.80M (+249.0%)
1.15B
est: 539.80M (+112.8%)
1.22B
est: 980.28M (+24.8%)
1.33B
est: 1.33B (-0.2%)
1.39B
est: 1.37B (+1.2%)
1.51B
est: 1.52B (-0.4%)
1.48B
est: 1.48B (0.0%)
628.67M
est: 1.46B (-57.0%)
888.03M
est: 1.53B (-41.8%)
1.47B
est: 1.61B (-8.8%)
2.69B
est: 2.48B (+8.2%)
2.53B
est: 2.61B (-3.3%)
2.84B
est: 2.80B (+1.4%)
2.91B
est: 2.90B (+0.4%)
3.20B
3.19B – 3.22B
+10.5% YoY
3.30B
3.17B – 3.43B
+3.1% YoY
3.76B
3.64B – 3.88B
+13.8% YoY
2.88B
2.81B – 2.97B
-23.4% YoY
2.87B
2.80B – 2.96B
-0.3% YoY
EBITDA
48.12M
est: 63.73M (-24.5%)
27.91M
est: 116.98M (-76.1%)
-68.32M
est: -21.20M (-222.3%)
117.55M
est: 340.62M (-65.5%)
90.17M
est: 127.39M (-29.2%)
62.33M
est: 49.91M (+24.9%)
194.82M
est: 216.87M (-10.2%)
32.78M
est: 210.80M (-84.5%)
75.28M
est: 61.18M (+23.0%)
124.59M
est: 57.21M (+117.8%)
227.94M
est: 53.49M (+326.1%)
360.29M
est: 50.01M (+620.4%)
401.20M
est: 371.35M (+8.0%)
356.81M
est: 398.29M (-10.4%)
398.21M
est: 411.77M (-3.3%)
455.04M
453.59M – 457.94M
+10.5% YoY
469.23M
450.85M – 487.60M
+3.1% YoY
533.96M
516.72M – 551.20M
+13.8% YoY
408.90M
398.77M – 421.42M
-23.4% YoY
407.81M
397.71M – 420.30M
-0.3% YoY
EBIT
7.89M
est: -412.44M (+101.9%)
-18.51M
est: -38.12M (+51.4%)
-90.36M
est: 88.01M (-202.7%)
70.37M
est: 342.11M (-79.4%)
37.94M
est: 113.55M (-66.6%)
15.89M
est: 170.10M (-90.7%)
151.34M
est: 100.39M (+50.7%)
-13.42M
est: 97.58M (-113.8%)
39.55M
est: 169.41M (-76.7%)
83.56M
est: 158.40M (-47.2%)
91.45M
est: 148.10M (-38.3%)
151.65M
est: 138.48M (+9.5%)
181.71M
est: 152.20M (+19.4%)
130.04M
est: 163.23M (-20.3%)
159.47M
est: 168.76M (-5.5%)
186.49M
185.90M – 187.68M
+10.5% YoY
192.31M
184.78M – 199.84M
+3.1% YoY
218.84M
211.78M – 225.90M
+13.8% YoY
167.58M
163.43M – 172.72M
-23.4% YoY
167.14M
163.00M – 172.26M
-0.3% YoY
Net Income
-84.67M
est: -6.75B (+98.7%)
-85.44M
est: -324.50M (+73.7%)
-148.86M
est: -291.88M (+49.0%)
-24.06M
est: -226.75M (+89.4%)
-32.15M
est: -129.64M (+75.2%)
-45.84M
est: -198.51M (+76.9%)
241.85M
est: 52.09M (+364.3%)
-123.73M
est: -43.99M (-181.3%)
18.40M
est: -132.17M (+113.9%)
56.36M
est: -123.58M (+145.6%)
21.04M
est: -115.55M (+118.2%)
19.92M
est: -108.04M (+118.4%)
134.0K
est: -5.39M (+102.5%)
2.26M
est: 202.92M (-98.9%)
29.10M
est: 211.46M (-86.2%)
278.76M
273.19M – 284.34M
+31.8% YoY
319.83M
291.23M – 348.44M
+14.7% YoY
427.77M
412.43M – 443.11M
+33.7% YoY
470.85M
455.69M – 489.60M
+10.1% YoY
552.85M
535.05M – 574.87M
+17.4% YoY
SGA
est: 110.75M (-100.0%)
303.08M
est: 76.11M (+298.2%)
386.78M
est: 133.92M (+188.8%)
290.07M
est: 243.19M (+19.3%)
252.06M
est: 889.79M (-71.7%)
295.64M
est: 824.54M (-64.1%)
304.68M
est: 376.87M (-19.2%)
352.74M
est: 366.32M (-3.7%)
175.96M
est: 700.61M (-74.9%)
191.68M
est: 655.07M (-70.7%)
424.04M
est: 612.49M (-30.8%)
601.54M
est: 572.67M (+5.0%)
661.25M
est: 535.58M (+23.5%)
711.80M
est: 574.43M (+23.9%)
est: 593.88M (-100.0%)
656.28M
654.19M – 660.46M
+10.5% YoY
676.74M
650.24M – 703.24M
+3.1% YoY
770.11M
745.25M – 794.97M
+13.8% YoY
589.74M
575.13M – 607.80M
-23.4% YoY
588.16M
573.59M – 606.17M
-0.3% YoY
EPS
-1.94
est: -1.81 (-7.5%)
-1.85
est: 0.05 (-4,211.1%)
-3.16
est: -0.46 (-587.0%)
-0.49
est: 1.31 (-137.4%)
-0.64
est: 0.22 (-394.3%)
-0.89
est: -0.95 (+6.0%)
4.38
est: 0.45 (+873.3%)
-2.16
est: -0.38 (-468.4%)
-0.25
est: 0.55 (-145.5%)
0.73
est: 0.66 (+10.6%)
0.40
est: 0.97 (-58.8%)
0.53
est: 0.65 (-17.8%)
0.00
est: -0.02 (+105.4%)
0.02
est: 0.77 (-97.3%)
0.13
est: 0.80 (-83.8%)
1.05
1.03 – 1.07
+31.0% YoY
1.21
1.10 – 1.32
+14.7% YoY
1.61
1.56 – 1.68
+33.2% YoY
1.78
1.72 – 1.85
+10.5% YoY
2.09
2.02 – 2.17
+17.4% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-05 Rosenblatt Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B- 2/5 5/5 2/5 3/5 1/5 1/5 2/5
2026-05-08 B- 3/5 5/5 2/5 3/5 1/5 1/5 3/5
2026-05-07 B- 3/5 5/5 2/5 3/5 1/5 1/5 3/5
2026-05-06 B- 3/5 5/5 2/5 3/5 1/5 1/5 3/5
2026-05-05 B- 3/5 5/5 2/5 3/5 1/5 1/5 3/5
2026-05-04 B- 3/5 5/5 2/5 3/5 1/5 1/5 3/5
2026-05-01 B- 2/5 5/5 2/5 3/5 1/5 1/5 2/5
2026-04-30 B- 2/5 5/5 2/5 3/5 1/5 1/5 2/5
2026-04-29 B- 3/5 5/5 2/5 3/5 1/5 1/5 3/5
2026-04-28 B- 3/5 5/5 2/5 3/5 1/5 1/5 3/5
2026-04-27 B- 3/5 5/5 2/5 3/5 1/5 1/5 3/5
2026-04-24 B- 3/5 5/5 2/5 3/5 1/5 1/5 3/5
2026-04-23 B- 2/5 4/5 2/5 3/5 1/5 1/5 3/5
2026-04-22 B- 2/5 4/5 2/5 3/5 1/5 1/5 3/5
2026-04-21 B- 2/5 4/5 2/5 3/5 1/5 1/5 3/5
2026-04-20 B- 2/5 4/5 2/5 3/5 1/5 1/5 3/5
2026-04-17 B- 3/5 5/5 2/5 3/5 1/5 1/5 3/5
2026-04-16 B- 3/5 5/5 2/5 3/5 1/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
295.27M
OE per share TTM
1.13
Owner's Yield
18.84%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
15.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
42
Total invested
47.31M
Insider transactions (90d)
0
Beneficial owners (>5%)
23
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Hotchkis and Wiley Capital Management, LLC 20.27M 16.80% 18.21M 20.27M IA Delaware 2024-09-17
2 95-4871957 17.08M 11.00% IA Delaware 2023-02-14
3 Mark J. Penn 14.29M 19.90% 14.29M 14.29M IN United States 2019-03-25
4 Stagwell Agency Holdings LLC 14.29M 19.90% 14.29M 14.29M OO Delaware 2019-03-25
5 The Stagwell Group LLC 14.29M 19.90% 14.29M 14.29M OO Delaware 2019-03-25
6 Derek C. Schrier 9.38M 12.10% 9.38M 9.38M HC, IN Delaware 2021-09-07
7 IC GP, LLC 9.38M 12.10% 9.38M 9.38M HC, OO Delaware 2021-09-07
8 INDABA CAPITAL MANAGEMENT, L.P. 9.38M 11.90% 9.38M IA, PN 2021-05-27
9 (1) BlackRock, Inc. 6.45M 5.30% 6.28M 6.45M HC Delaware 2024-01-31
10 22-2617726 3.28M 11.00% IV Delaware 2021-02-11
11 Abigail P. Johnson 3.18M 5.53% 3.18M IN Delaware 2018-12-10
12 FMR LLC 3.18M 5.53% 3.18M HC Delaware 2018-12-10
13 Boston Partners 2.06M 3.52% 1.31M 2.06M IA Delaware 2018-02-12
14 GMT Capital Corp. 1.68M 11.00% 1.68M 1.68M IA Delaware 2017-02-22
15 Thomas E. Claugus 1.68M 11.00% 1.68M 1.68M IN Delaware 2017-02-22
16 Rich Barrera 1.28M 2.40% 1.28M HC, IN Delaware, United States 2017-02-14
17 Roystone Capital Management LP 1.28M 2.40% 1.28M IA Delaware, United States 2017-02-14
18 Roystone Capital Master Fund Ltd. 1.20M 2.20% 1.20M FI, CO Delaware, United States 2017-02-14
19 Bay Resource Partners Offshore Master Fund, L.P. 755.3K 11.00% 755.3K 755.3K PN Delaware 2017-02-22
20 Bay Resource Partners, L.P. 453.1K 11.00% 453.1K 453.1K PN Delaware 2017-02-22
21 98-0557567 407.6K 0.70% 407.6K 407.6K IA, HC Bermuda 2019-04-10
22 Cardinal Capital Management, LLC 0.00% IA, OO United States 2017-02-13
23 Schroder Investment Management North America Inc. 0.00% IA 2022-02-09

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
42
-131 vs prev Q
New positions
4
Closed positions
133
Increased
11
Reduced
19
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 95.6K +95.6K (+100.0%) 467.58M +467.6M (+100.0%) 0.04% +0.037 pp 0.18% +0.185 pp USD4.89 +0.0% 1 qtrs NEW
2 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 22.08M +1.0M (+4.9%) 107.95M -10.5M (-8.8%) 8.62% +0.559 pp 0.32% -0.044 pp USD7.01 -30.2% 18 qtrs
3 BLACKROCK, INC. 8.02M +151.3K (+1.9%) 39.22M -5.1M (-11.5%) 3.13% +0.116 pp 0.00% 0.000 pp USD6.64 -26.4% 6 qtrs
4 MADISON AVENUE PARTNERS, LP 8.01M +— (+0.0%) 39.19M -5.9M (-13.1%) 3.13% +0.058 pp 1.68% -1.009 pp USD7.22 -32.3% 18 qtrs
5 VANGUARD GROUP INC 5.67M -831.8K (-12.8%) 27.72M -8.9M (-24.3%) 2.21% -0.278 pp 0.00% 0.000 pp USD6.55 -25.3% 18 qtrs
6 GOLDMAN SACHS GROUP INC 4.38M -3.2M (-42.1%) 21.41M -21.2M (-49.7%) 1.71% -1.189 pp 0.00% -0.003 pp USD8.67 -43.6% 18 qtrs
7 DIMENSIONAL FUND ADVISORS LP 4.11M +869.6K (+26.8%) 20.11M +1.9M (+10.2%) 1.61% +0.363 pp 0.00% +0.000 pp USD5.69 -14.1% 13 qtrs
8 BOSTON PARTNERS 3.06M -214.0K (-6.5%) 15.35M -3.0M (-16.5%) 1.20% -0.060 pp 0.02% -0.003 pp USD6.07 -19.4% 9 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 2.85M -58.1K (-2.0%) 13.96M -2.4M (-14.9%) 1.11% -0.002 pp 0.00% 0.000 pp USD6.54 -25.2% 18 qtrs
10 JPMORGAN CHASE & CO 2.68M +939.9K (+54.1%) 13.09M +3.3M (+33.9%) 1.05% +0.380 pp 0.00% +0.000 pp USD5.76 -15.1% 18 qtrs
11 STATE STREET CORP 2.30M +73.8K (+3.3%) 11.24M -1.3M (-10.3%) 0.90% +0.045 pp 0.00% 0.000 pp USD6.80 -28.1% 18 qtrs
12 ABLE FINANCIAL GROUP, LLC 2.22M -2.9K (-0.1%) 10.85M -1.7M (-13.3%) 0.87% +0.015 pp 2.20% -0.507 pp USD4.50 +8.7% 3 qtrs
13 PENN CAPITAL MANAGEMENT COMPANY, LLC 2.17M -199.3K (-8.4%) 10.61M -2.7M (-20.5%) 0.85% -0.061 pp 0.85% -0.179 pp USD6.36 -23.1% 12 qtrs
14 CIDEL ASSET MANAGEMENT INC 2.04M +— (+0.0%) 9.97M -1.5M (-13.1%) 0.80% +0.015 pp 0.71% +0.046 pp USD8.21 -40.4% 17 qtrs
15 DIVERSIFY WEALTH MANAGEMENT, LLC 1.75M +— (+0.0%) 9.56M +1.2M (+14.9%) 0.68% +0.013 pp 0.45% -0.034 pp USD4.50 +8.7% 3 qtrs
16 HIGHTOWER ADVISORS, LLC 1.59M -1.6K (-0.1%) 7.78M -1.2M (-13.2%) 0.62% +0.011 pp 0.01% -0.002 pp USD6.88 -28.9% 18 qtrs
17 NEW YORK STATE COMMON RETIREMENT FUND 1.32M -104.8K (-7.4%) 6.45M -1.6M (-19.5%) 0.52% -0.031 pp 0.01% -0.002 pp USD6.89 -29.0% 18 qtrs
18 FIRST PACIFIC ADVISORS, LP 1.19M +— (+0.0%) 5.83M -882.0K (-13.1%) 0.47% +0.009 pp 0.08% -0.016 pp USD6.74 -27.4% 16 qtrs
19 NORTHERN TRUST CORP 1.14M -28.3K (-2.4%) 5.58M -1.0M (-15.2%) 0.45% -0.003 pp 0.00% 0.000 pp USD6.88 -28.9% 18 qtrs
20 STANLEY CAPITAL MANAGEMENT, LLC 950.3K +— (+0.0%) 4.65M -703.3K (-13.1%) 0.37% +0.007 pp 0.78% -0.103 pp USD7.67 -36.2% 18 qtrs
21 AQR CAPITAL MANAGEMENT LLC 946.0K +679.9K (+255.4%) 4.63M +3.1M (+208.7%) 0.37% +0.268 pp 0.00% +0.002 pp USD5.04 -3.0% 4 qtrs
22 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 907.5K -27.7K (-3.0%) 4.44M -827.4K (-15.7%) 0.35% -0.004 pp 0.00% 0.000 pp USD5.70 -14.2% 18 qtrs
23 RUSSELL INVESTMENTS GROUP, LTD. 897.3K +133.3K (+17.4%) 4.39M +86.5K (+2.0%) 0.35% +0.058 pp 0.00% 0.000 pp USD5.64 -13.3% 12 qtrs
24 683 CAPITAL MANAGEMENT, LLC 830.0K -60.0K (-6.7%) 4.06M -952.0K (-19.0%) 0.32% -0.017 pp 0.18% -0.085 pp USD6.32 -22.6% 6 qtrs
25 UBS GROUP AG 806.8K -2.0M (-71.7%) 3.95M -12.1M (-75.4%) 0.32% -0.778 pp 0.00% -0.002 pp USD4.96 -1.4% 18 qtrs
26 NATIONAL BANK OF CANADA /FI/ 793.2K +375.6K (+90.0%) 3.87M +1.5M (+64.7%) 0.31% +0.150 pp 0.00% +0.001 pp USD5.65 -13.5% 11 qtrs
27 HARBOR CAPITAL ADVISORS, INC. 664.5K +37.6K (+6.0%) 3.25M -280.0K (-7.9%) 0.26% +0.019 pp 0.25% -0.022 pp USD6.15 -20.5% 8 qtrs
28 MY PERSONAL CFO, LLC 590.9K +590.9K (+100.0%) 2.89M +2.9M (+100.0%) 0.23% +0.231 pp 1.21% +1.205 pp USD4.89 +0.0% 14 qtrs
29 BANK OF NEW YORK MELLON CORP 515.7K +113.0K (+28.1%) 2.52M +254.7K (+11.2%) 0.20% +0.047 pp 0.00% +0.000 pp USD6.49 -24.7% 18 qtrs
30 FIRST TRUST ADVISORS LP 440.2K +240.1K (+120.0%) 2.15M +1.0M (+91.1%) 0.17% +0.095 pp 0.00% +0.001 pp USD5.66 -13.6% 5 qtrs
31 PRUDENTIAL FINANCIAL INC 408.9K +183.0K (+81.0%) 2.00M +727.7K (+57.2%) 0.16% +0.073 pp 0.00% +0.001 pp USD5.57 -12.2% 5 qtrs
32 BANK OF AMERICA CORP /DE/ 367.4K +1.6K (+0.4%) 1.80M -262.6K (-12.8%) 0.14% +0.003 pp 0.00% +0.000 pp USD6.02 -18.8% 18 qtrs
33 CORRADO ADVISORS, LLC 315.7K +— (+0.0%) 1.54M -233.6K (-13.1%) 0.12% +0.002 pp 0.77% -0.181 pp USD7.24 -32.5% 16 qtrs
34 CERITY PARTNERS LLC 310.2K +161.3K (+108.3%) 1.52M +678.6K (+81.0%) 0.12% +0.064 pp 0.00% +0.001 pp USD5.24 -6.7% 14 qtrs
35 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 299.6K +298.6K (+30,280.8%) 1.47M +1.5M (+24,316.7%) 0.12% +0.117 pp 0.00% +0.002 pp USD4.89 +0.0% 3 qtrs
36 JANE STREET GROUP, LLC 286.1K -52.4K (-15.5%) 1.40M -506.5K (-26.6%) 0.11% -0.018 pp 0.00% 0.000 pp USD5.65 -13.5% 17 qtrs
37 XTX TOPCO LTD 276.8K +168.2K (+154.9%) 1.35M +742.3K (+121.4%) 0.11% +0.067 pp 0.04% +0.004 pp USD4.94 -1.0% 5 qtrs
38 MORGAN STANLEY 272.0K -126.3K (-31.7%) 1.33M -912.4K (-40.7%) 0.11% -0.047 pp 0.00% 0.000 pp USD5.96 -18.0% 18 qtrs
39 PACIFIC RIDGE CAPITAL PARTNERS, LLC 262.6K +11.7K (+4.7%) 1.28M -128.5K (-9.1%) 0.10% +0.006 pp 0.28% -0.029 pp USD6.82 -28.3% 18 qtrs
40 MARSHALL WACE, LLP 253.3K -67.0K (-20.9%) 1.24M -564.4K (-31.3%) 0.10% -0.024 pp 0.00% -0.001 pp USD5.63 -13.1% 5 qtrs
41 AMERICAN CENTURY COMPANIES INC 243.8K +5.0K (+2.1%) 1.19M -152.5K (-11.3%) 0.10% +0.004 pp 0.00% 0.000 pp USD5.99 -18.4% 11 qtrs
42 SWISS NATIONAL BANK 229.6K +51.5K (+28.9%) 1.12M +120.0K (+12.0%) 0.09% +0.021 pp 0.00% +0.000 pp USD7.19 -32.0% 17 qtrs
43 TWO SIGMA INVESTMENTS, LP 217.6K -214.2K (-49.6%) 1.06M -1.4M (-56.2%) 0.09% -0.081 pp 0.00% -0.002 pp USD5.63 -13.1% 4 qtrs
44 INVESCO LTD. 211.0K +36.1K (+20.7%) 1.03M +47.2K (+4.8%) 0.08% +0.015 pp 0.00% +0.000 pp USD5.65 -13.5% 18 qtrs
45 AMERIPRISE FINANCIAL INC 204.4K +14.9K (+7.8%) 999.4K -67.5K (-6.3%) 0.08% +0.007 pp 0.00% +0.000 pp USD6.56 -25.5% 18 qtrs
46 CASTLEKNIGHT MANAGEMENT LP 199.4K -361.7K (-64.5%) 975.1K -2.2M (-69.1%) 0.08% -0.137 pp 0.02% -0.041 pp USD4.60 +6.3% 3 qtrs
47 ADVISOR GROUP HOLDINGS, INC. 195.3K +5.0K (+2.6%) 955.0K -118.2K (-11.0%) 0.08% +0.003 pp 0.00% 0.000 pp USD5.24 -6.7% 3 qtrs
48 UBS ASSET MANAGEMENT AMERICAS INC 194.0K +13.9K (+7.7%) 948.7K -65.4K (-6.5%) 0.08% +0.007 pp 0.00% +0.000 pp USD6.00 -18.5% 17 qtrs
49 NUVEEN, LLC 188.7K -11.6K (-5.8%) 922.8K -205.1K (-18.2%) 0.07% -0.003 pp 0.00% 0.000 pp USD6.05 -19.2% 4 qtrs
50 SEI INVESTMENTS CO 182.0K +114.5K (+169.7%) 890.1K +510.1K (+134.2%) 0.07% +0.045 pp 0.00% +0.001 pp USD5.38 -9.1% 18 qtrs
51 WELLS FARGO & COMPANY/MN 179.3K +56.0K (+45.4%) 876.8K +182.7K (+26.3%) 0.07% +0.023 pp 0.00% +0.000 pp USD5.72 -14.5% 18 qtrs
52 BARCLAYS PLC 174.2K +39.8K (+29.6%) 851.7K -91.9K (-9.7%) 0.07% +0.017 pp 0.00% +0.000 pp USD5.53 -11.6% 16 qtrs
53 D. E. SHAW & CO., INC. 173.5K +148.7K (+600.0%) 848.6K +709.0K (+508.0%) 0.07% +0.058 pp 0.00% +0.000 pp USD5.00 -2.2% 5 qtrs
54 ROYAL BANK OF CANADA 156.3K -117.1K (-42.8%) 764.0K -776.0K (-50.4%) 0.06% -0.044 pp 0.00% 0.000 pp USD4.85 +0.8% 18 qtrs
55 PICTON MAHONEY ASSET MANAGEMENT 144.2K -23.8K (-14.2%) 705.4K -240.6K (-25.4%) 0.06% -0.008 pp 0.01% -0.003 pp USD5.63 -13.1% 2 qtrs
56 RHUMBLINE ADVISERS 138.1K -25.3K (-15.5%) 675.3K -244.5K (-26.6%) 0.05% -0.009 pp 0.00% 0.000 pp USD6.27 -22.0% 18 qtrs
57 ALLIANCEBERNSTEIN L.P. 123.8K +— (+0.0%) 605.3K -91.6K (-13.1%) 0.05% +0.001 pp 0.00% +0.000 pp USD6.51 -24.9% 15 qtrs
58 VICTORY CAPITAL MANAGEMENT INC 115.8K -6.4K (-5.2%) 566.4K -121.6K (-17.7%) 0.05% -0.002 pp 0.00% 0.000 pp USD5.73 -14.7% 14 qtrs
59 PRICE T ROWE ASSOCIATES INC /MD/ 109.8K +7.0K (+6.8%) 538.0K -41.0K (-7.1%) 0.04% +0.004 pp 0.00% +0.000 pp USD6.64 -26.4% 17 qtrs
60 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 107.8K +23.5K (+27.9%) 526.9K +52.7K (+11.1%) 0.04% +0.010 pp 0.00% +0.000 pp USD7.23 -32.4% 18 qtrs
61 QUANTINNO CAPITAL MANAGEMENT LP 100.1K +77.8K (+348.9%) 489.5K +364.0K (+289.9%) 0.04% +0.031 pp 0.00% +0.001 pp USD4.80 +1.9% 3 qtrs
62 DEUTSCHE BANK AG\ 98.5K +19.6K (+24.9%) 481.9K +37.6K (+8.5%) 0.04% +0.008 pp 0.00% +0.000 pp USD6.67 -26.7% 18 qtrs
63 ADVISORSHARES INVESTMENTS LLC 97.7K +97.7K (+100.0%) 477.8K +477.8K (+100.0%) 0.04% +0.038 pp 0.08% +0.080 pp USD4.89 +0.0% 1 qtrs NEW
64 LEGAL & GENERAL GROUP PLC 97.0K +1.6K (+1.7%) 474.5K -62.5K (-11.6%) 0.04% +0.001 pp 0.00% +0.000 pp USD6.99 -30.0% 18 qtrs
65 EXODUSPOINT CAPITAL MANAGEMENT, LP 90.8K -152.0K (-62.6%) 444.0K -923.1K (-67.5%) 0.04% -0.058 pp 0.00% -0.011 pp USD5.64 -13.3% 6 qtrs
66 BANK OF MONTREAL /CAN/ 88.3K +— (+0.0%) 431.6K -65.3K (-13.1%) 0.03% +0.001 pp 0.00% +0.000 pp USD6.57 -25.6% 18 qtrs
67 BALYASNY ASSET MANAGEMENT L.P. 86.0K +18.6K (+27.6%) 420.3K +41.1K (+10.8%) 0.03% +0.008 pp 0.00% +0.000 pp USD5.47 -10.6% 2 qtrs
68 JANNEY MONTGOMERY SCOTT LLC 77.1K +77.1K (+100.0%) 377.0K +377.0K (+100.0%) 0.03% +0.030 pp 0.00% +0.001 pp USD4.89 +0.0% 3 qtrs
69 WINTON GROUP LTD 72.6K +55.3K (+320.1%) 354.9K +257.6K (+264.9%) 0.03% +0.022 pp 0.01% +0.009 pp USD5.07 -3.6% 2 qtrs
70 DYNAMIC TECHNOLOGY LAB PRIVATE LTD 71.7K +20.9K (+41.3%) 350.0K +64.0K (+22.4%) 0.03% +0.009 pp 0.08% +0.031 pp USD5.41 -9.6% 4 qtrs
71 VERITION FUND MANAGEMENT LLC 71.4K +6.0K (+9.1%) 349.0K -19.2K (-5.2%) 0.03% +0.003 pp 0.00% 0.000 pp USD5.92 -17.4% 12 qtrs
72 SG AMERICAS SECURITIES, LLC 65.2K +33.9K (+108.5%) 319.0K +143.0K (+81.3%) 0.03% +0.014 pp 0.00% 0.000 pp USD5.24 -6.7% 6 qtrs
73 CAMPBELL & CO INVESTMENT ADVISER LLC 60.8K -8.0K (-11.6%) 297.5K -90.0K (-23.2%) 0.02% -0.003 pp 0.01% -0.015 pp USD6.24 -21.6% 10 qtrs
74 SUSQUEHANNA INTERNATIONAL GROUP, LLP 57.9K +44.2K (+322.6%) 283.1K +206.0K (+267.1%) 0.02% +0.017 pp 0.00% +0.000 pp USD5.14 -4.9% 9 qtrs
75 MAN GROUP PLC 56.4K +27.2K (+93.4%) 275.8K +111.6K (+68.0%) 0.02% +0.011 pp 0.00% +0.000 pp USD5.09 -3.9% 4 qtrs
76 METLIFE INVESTMENT MANAGEMENT, LLC 55.5K -11.6K (-17.3%) 271.6K -106.6K (-28.2%) 0.02% -0.004 pp 0.00% -0.001 pp USD5.92 -17.4% 18 qtrs
77 CALDWELL SUTTER CAPITAL, INC. 53.7K +— (+0.0%) 262.6K -39.7K (-13.1%) 0.02% +0.000 pp 0.11% -0.018 pp USD6.21 -21.3% 13 qtrs
78 VIRGINIA RETIREMENT SYSTEMS ET AL 53.1K -78.4K (-59.6%) 259.7K -480.8K (-64.9%) 0.02% -0.030 pp 0.00% -0.003 pp USD4.80 +1.9% 3 qtrs
79 MANUFACTURERS LIFE INSURANCE COMPANY, THE 52.9K -6.1K (-10.4%) 258.7K -73.7K (-22.2%) 0.02% -0.002 pp 0.00% 0.000 pp USD6.22 -21.4% 18 qtrs
80 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 51.9K -1.7K (-3.2%) 254.0K -48.0K (-15.9%) 0.02% 0.000 pp 0.00% 0.000 pp USD6.29 -22.3% 7 qtrs
81 INTECH INVESTMENT MANAGEMENT LLC 51.9K -12.9K (-19.9%) 253.7K -111.1K (-30.5%) 0.02% -0.005 pp 0.00% -0.001 pp USD6.03 -18.9% 6 qtrs
82 NET WORTH ADVISORY GROUP 50.0K -1.4K (-2.8%) 244.3K -45.6K (-15.7%) 0.02% 0.000 pp 0.05% -0.034 pp USD5.63 -13.1% 2 qtrs
83 CCG WEALTH MANAGEMENT, LLC 49.8K +— (+0.0%) 243.7K -36.9K (-13.1%) 0.02% +0.000 pp 0.10% -0.028 pp USD6.68 -26.8% 7 qtrs
84 TRUE PRIVATE WEALTH ADVISORS 47.6K -13.4K (-22.0%) 232.7K -110.7K (-32.2%) 0.02% -0.005 pp 0.02% -0.012 pp USD6.64 -26.4% 9 qtrs
85 PROSHARE ADVISORS LLC 44.5K -9.0K (-16.8%) 217.7K -83.5K (-27.7%) 0.02% -0.003 pp 0.00% 0.000 pp USD6.00 -18.5% 13 qtrs
86 CONCURRENT INVESTMENT ADVISORS, LLC 43.3K +— (+0.0%) 211.6K -32.0K (-13.1%) 0.02% +0.000 pp 0.00% -0.002 pp USD6.32 -22.6% 9 qtrs
87 FRANKLIN RESOURCES INC 43.0K -4.6K (-9.7%) 210.3K -57.7K (-21.5%) 0.02% -0.002 pp 0.00% +0.000 pp USD6.67 -26.7% 11 qtrs
88 STONERIDGE INVESTMENT PARTNERS LLC 42.8K +42.8K (+100.0%) 209.0K +209.0K (+100.0%) 0.02% +0.017 pp 0.15% +0.146 pp USD4.89 +0.0% 3 qtrs
89 HOHIMER WEALTH MANAGEMENT, LLC 38.2K -316.0 (-0.8%) 186.6K -30.0K (-13.9%) 0.01% +0.000 pp 0.03% -0.005 pp USD5.63 -13.1% 2 qtrs
90 JANUS HENDERSON GROUP PLC 36.0K +— (+0.0%) 176.2K -26.6K (-13.1%) 0.01% +0.000 pp 0.00% +0.000 pp USD8.00 -38.9% 17 qtrs
91 NATIXIS 35.8K +— (+0.0%) 175.1K -26.5K (-13.1%) 0.01% +0.000 pp 0.00% 0.000 pp USD5.63 -13.1% 2 qtrs
92 CREATIVE PLANNING 34.1K +16.4K (+92.7%) 166.8K +67.2K (+67.4%) 0.01% +0.007 pp 0.00% +0.000 pp USD5.66 -13.6% 9 qtrs
93 CAPTRUST FINANCIAL ADVISORS 33.9K +33.9K (+100.0%) 165.9K +165.9K (+100.0%) 0.01% +0.013 pp 0.00% +0.000 pp USD4.89 +0.0% 1 qtrs NEW
94 STATE OF ALASKA, DEPARTMENT OF REVENUE 33.1K +24.7K (+294.5%) 160.0K +113.0K (+240.4%) 0.01% +0.010 pp 0.00% +0.001 pp USD5.08 -3.7% 2 qtrs
95 ARIZONA STATE RETIREMENT SYSTEM 32.4K +4.7K (+17.0%) 158.4K +2.5K (+1.6%) 0.01% +0.002 pp 0.00% +0.000 pp USD7.24 -32.5% 17 qtrs
96 GENTRUST, LLC 31.8K +31.8K (+100.0%) 155.5K +155.5K (+100.0%) 0.01% +0.012 pp 0.01% +0.007 pp USD4.89 +0.0% 1 qtrs NEW
97 MGO PRIVATE WEALTH, LLC 31.7K +— (+0.0%) 155.0K -23.5K (-13.1%) 0.01% +0.000 pp 0.10% -0.011 pp USD5.63 -13.1% 2 qtrs
98 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 30.9K +— (+0.0%) 151.1K -22.9K (-13.1%) 0.01% +0.000 pp 0.00% +0.000 pp USD6.68 -26.8% 11 qtrs
99 ALLWORTH FINANCIAL LP 30.4K +332.0 (+1.1%) 148.8K -20.6K (-12.2%) 0.01% +0.000 pp 0.00% 0.000 pp USD4.70 +4.0% 10 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 92 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 JPMorgan Active Small Cap Value ETF JPSV 1.24% 330.4K 0.55%
2 AdvisorShares Insider Advantage ETF SURE 1.21% 685.0K 1.00%
3 Applied Finance IVS US SMID ETF IVSS 0.45% 57.2K 0.59%
4 Acuitas Small Cap Active ETF AIMS 0.44% 326.9K 0.75%
5 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.30% 5.21M 0.47%
6 BondBloxx B Rated USD High Yield Corporate Bond ETF XB 0.24% 142.1K 0.30%
7 VictoryShares Small Cap Free Cash Flow ETF SFLO 0.22% 1.39M 0.56%
8 First Trust Small Cap Core AlphaDEX Fund FYX 0.20% 2.73M 0.58%
9 WisdomTree U.S. SmallCap Fund EES 0.19% 1.38M 0.38%
10 Innovator U.S. Small Cap Managed Floor ETF RFLR 0.16% 146.6K 0.89%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
7
Sells
0
Shares acquired
672.8K
Shares disposed
Cash buys
Cash sales
Net activity
+672,838
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
2026-04-01 Vaughan Brandt A. Director A-Award A Class A Common Stock 2,782 6.29 17.5K 195,179 D
2026-04-01 Samaha Eli Director A-Award A Class A Common Stock 3,180 6.29 20.0K 145,103 D
2026-04-01 Penn Mark Jeffery Director / Officer A-Award A Class A Common Stock 389,432 0.00 23,014,990 D
2026-04-01 McElligott Peter Officer A-Award A Class A Common Stock 36,390 0.00 122,185 D
2026-04-01 Leveton Jay Officer A-Award A Class A Common Stock 97,040 0.00 2,009,454 D
2026-04-01 Lanuto Frank P Officer A-Award A Class A Common Stock 74,189 0.00 553,977 D
2026-04-01 Greene Ryan Officer A-Award A Class A Common Stock 69,825 0.00 1,391,279 D
2026-03-11 Penn Mark Jeffery Director / Officer / 10% Owner D-Return D Class A Common Stock 4,572,207 6.17 28.20M 22,625,558 D
2026-03-11 Leveton Jay Officer D-Return D Class A Common Stock 664,754 6.17 4.10M 1,912,414 D
2026-03-11 Lanuto Frank P Officer D-Return D Class A Common Stock 40,534 6.17 250.0K 479,788 D
2026-03-11 Greene Ryan Officer D-Return D Class A Common Stock 403,717 6.17 2.49M 1,321,454 D
2026-03-07 Penn Mark Jeffery Director / Officer / 10% Owner F-InKind D Class A Common Stock 75,447 5.24 395.3K 27,197,765 D
2026-03-07 McElligott Peter Officer F-InKind D Class A Common Stock 8,512 5.24 44.6K 85,795 D
2026-03-07 Leveton Jay Officer F-InKind D Class A Common Stock 44,230 5.24 231.8K 2,577,168 D
2026-03-07 Lanuto Frank P Officer F-InKind D Class A Common Stock 16,208 5.24 84.9K 520,322 D
2026-03-07 Greene Ryan Officer F-InKind D Class A Common Stock 9,359 5.24 49.0K 1,725,171 D
2026-03-03 Penn Mark Jeffery Director / Officer / 10% Owner D-Return D Class A Common Stock 57,689 0.00 27,502,741 D
2026-03-03 McElligott Peter Officer D-Return D Class A Common Stock 1,831 0.00 104,428 D
2026-03-03 Leveton Jay Officer D-Return D Class A Common Stock 11,855 0.00 2,681,865 D
2026-03-03 Lanuto Frank P Officer D-Return D Class A Common Stock 12,264 0.00 582,064 D
2026-03-03 Greene Ryan Officer D-Return D Class A Common Stock 4,513 0.00 1,755,935 D
2026-01-02 Vaughan Brandt A. Director A-Award A Class A Common Stock 3,579 4.89 17.5K 192,397 D
2026-01-02 Samaha Eli Director A-Award A Class A Common Stock 4,090 4.89 20.0K 141,923 D
2025-11-28 Gross Bradley J. Director G-Gift D Class A Common Stock 5,341,715 0.00 2,293,238 I
2025-10-01 Vaughan Brandt A. Director A-Award A Class A Common Stock 3,108 5.63 17.5K 188,818 D
2025-10-01 Samaha Eli Director A-Award A Class A Common Stock 3,552 5.63 20.0K 137,833 D
2025-09-04 Gross Bradley J. Director G-Gift D Class A Common Stock 5,341,715 0.00 7,655,879 I
2025-08-01 Penn Mark Jeffery Director / Officer / 10% Owner G-Gift D Class A Common Stock 1,750,000 0.00 29,560,430 D
2025-07-01 Vaughan Brandt A. Director A-Award A Class A Common Stock 3,889 4.50 17.5K 185,710 D
2025-07-01 Samaha Eli Director A-Award A Class A Common Stock 4,444 4.50 20.0K 134,281 D
2025-06-12 Vaughan Brandt A. Director A-Award A Class A Common Stock 30,000 0.00 181,821 D
2025-06-12 Samaha Eli Director A-Award A Class A Common Stock 30,000 0.00 129,837 D
2025-06-12 SLATER RODNEY E Director A-Award A Class A Common Stock 30,000 0.00 117,710 D
2025-06-12 SIMON IRWIN D Director A-Award A Class A Common Stock 30,000 0.00 205,921 D
2025-06-12 ROGERS DESIREE G Director A-Award A Class A Common Stock 30,000 0.00 192,014 D
2025-06-12 Oosterman Wade Director A-Award A Class A Common Stock 30,000 0.00 180,966 D
2025-06-12 BARSHEFSKY CHARLENE Director A-Award A Class A Common Stock 30,000 0.00 215,316 D
2025-06-05 Samaha Eli Director P-Purchase A Class A Common Stock 240,000 4.43 1.06M 8,014,322 I
2025-06-04 Samaha Eli Director P-Purchase A Class A Common Stock 425,757 4.27 1.82M 7,774,322 I
2025-06-04 BARSHEFSKY CHARLENE Director P-Purchase A Class A Common Stock 24,350 4.31 104.8K 185,316 D
2025-06-03 Leveton Jay Officer P-Purchase A Class A Common Stock 2,500 4.06 10.2K 2,693,720 D
2025-05-21 ROGERS DESIREE G Director P-Purchase A Class A Common Stock 2,086 4.75 9.9K 162,014 D
2025-05-21 Penn Mark Jeffery Director / Officer / 10% Owner P-Purchase A Class A Common Stock 10,000 4.87 48.7K 9,014,055 D
2025-05-09 Samaha Eli Director P-Purchase A Class A Common Stock 200,903 4.76 956.3K 7,348,565 I
2025-05-09 Penn Mark Jeffery Director / Officer / 10% Owner P-Purchase A Class A Common Stock 10,000 4.74 47.4K 9,004,055 D
2025-04-16 Penn Mark Jeffery Director / Officer / 10% Owner J-Other D Class A Common Stock 6,811,332 0.00 22,296,375 I
2025-04-16 Leveton Jay Officer J-Other A Class A Common Stock 2,216,259 0.00 2,691,220 D
2025-04-16 Greene Ryan Officer J-Other A Class A Common Stock 1,569,851 0.00 1,760,448 D
2025-04-04 Polpat LLC 10% Owner Class A Common Stock 0 0.00 116,044,633 D
2025-04-04 Penn Mark Jeffery Director / Officer / 10% Owner J-Other D Class A Common Stock 122,671,034 0.00 29,107,707 I
2025-04-04 BALLMER STEVEN A 10% Owner Class A Common Stock 0 0.00 116,044,633 I
2025-04-02 Penn Mark Jeffery Director / Officer / 10% Owner M-Exempt A Class A Common Stock 151,648,741 0.00 151,778,741 I
2025-04-01 Vaughan Brandt A. Director A-Award A Class A Common Stock 2,892 6.05 17.5K 151,821 D
2025-04-01 Samaha Eli Director A-Award A Class A Common Stock 3,305 6.05 20.0K 99,837 D
2025-03-31 Penn Mark Jeffery Director / Officer / 10% Owner F-InKind D Class A Common Stock 191,354 5.93 1.13M 2,367,654 D
2025-03-31 McElligott Peter Officer F-InKind D Class A Common Stock 9,054 5.93 53.7K 106,259 D
2025-03-31 Leveton Jay Officer F-InKind D Class A Common Stock 59,400 5.93 352.2K 474,961 D
2025-03-31 Lanuto Frank P Officer F-InKind D Class A Common Stock 66,948 5.93 397.0K 594,328 D
2025-03-31 Greene Ryan Officer F-InKind D Class A Common Stock 20,395 5.93 120.9K 190,597 D
2025-03-31 DIMAGGIO VINCENZO Officer F-InKind D Class A Common Stock 9,150 5.93 54.3K 165,945 D
2025-03-08 Penn Mark Jeffery Director / Officer / 10% Owner F-InKind D Class A Common Stock 54,817 6.23 341.5K 2,665,754 D
2025-03-08 McElligott Peter Officer F-InKind D Class A Common Stock 8,656 6.23 53.9K 119,341 D
2025-03-08 Leveton Jay Officer F-InKind D Class A Common Stock 46,334 6.23 288.7K 560,436 D
2025-03-08 Lanuto Frank P Officer F-InKind D Class A Common Stock 11,338 6.23 70.6K 688,250 D
2025-03-08 Greene Ryan Officer F-InKind D Class A Common Stock 14,529 6.23 90.5K 220,919 D
2025-03-08 DIMAGGIO VINCENZO Officer F-InKind D Class A Common Stock 7,200 6.23 44.9K 180,080 D
2025-03-07 Penn Mark Jeffery Director / Officer / 10% Owner A-Award A Class A Common Stock 191,733 0.00 2,720,571 D
2025-03-07 McElligott Peter Officer A-Award A Class A Common Stock 16,870 0.00 127,997 D
2025-03-07 Leveton Jay Officer A-Award A Class A Common Stock 88,535 0.00 606,770 D
2025-03-07 Lanuto Frank P Officer A-Award A Class A Common Stock 44,959 0.00 699,588 D
2025-03-07 Greene Ryan Officer A-Award A Class A Common Stock 20,750 0.00 235,448 D
2025-03-07 DIMAGGIO VINCENZO Officer A-Award A Class A Common Stock 13,922 0.00 187,280 D
2025-01-02 Vaughan Brandt A. Director A-Award A Class A Common Stock 2,660 6.58 17.5K 148,929 D
2025-01-02 Samaha Eli Director A-Award A Class A Common Stock 3,040 6.58 20.0K 96,532 D
2024-11-17 DIMAGGIO VINCENZO Officer F-InKind D Class A Common Stock 1,953 7.30 14.3K 173,358 D
2024-10-01 Vaughan Brandt A. Director A-Award A Class A Common Stock 2,493 7.02 17.5K 146,269 D
2024-10-01 Samaha Eli Director A-Award A Class A Common Stock 2,849 7.02 20.0K 93,492 D
2024-07-01 Vaughan Brandt A. Director A-Award A Class A Common Stock 2,566 6.82 17.5K 143,776
2024-07-01 Samaha Eli Director A-Award A Class A Common Stock 2,933 6.82 20.0K 90,643
2024-06-13 Gross Bradley J. Director S-Sale D Class A Common Stock 4,000,000 6.34 25.36M 12,981,022
2024-06-13 GOLDMAN SACHS GROUP INC 10% Owner S-Sale D Class A Common Stock 4,000,000 6.34 25.36M 12,981,022
2024-06-12 Vaughan Brandt A. Director A-Award A Class A Common Stock 22,762 0.00 141,210
2024-06-12 Samaha Eli Director A-Award A Class A Common Stock 22,762 0.00 87,710
2024-06-12 SLATER RODNEY E Director A-Award A Class A Common Stock 22,762 0.00 87,710
2024-06-12 SIMON IRWIN D Director A-Award A Class A Common Stock 22,762 0.00 175,921
2024-06-12 ROGERS DESIREE G Director A-Award A Class A Common Stock 22,762 0.00 159,928
2024-06-12 Oosterman Wade Director A-Award A Class A Common Stock 22,762 0.00 150,966
2024-06-12 BARSHEFSKY CHARLENE Director A-Award A Class A Common Stock 22,762 0.00 160,966
2024-04-14 McElligott Peter Officer F-InKind D Class A Common Stock 8,656 5.59 48.4K 111,127
2024-03-31 Penn Mark Jeffery Director / Officer / 10% Owner F-InKind D Class A Common Stock 162,122 6.22 1.01M 2,528,838
2024-03-31 McElligott Peter Officer F-InKind D Class A Common Stock 4,105 6.22 25.5K 119,783
2024-03-31 Leveton Jay Officer F-InKind D Class A Common Stock 33,873 6.22 210.7K 518,235
2024-03-31 Lanuto Frank P Officer F-InKind D Class A Common Stock 34,913 6.22 217.2K 654,629
2024-03-31 Greene Ryan Officer F-InKind D Class A Common Stock 12,341 6.22 76.8K 214,698
2024-03-31 DIMAGGIO VINCENZO Officer F-InKind D Class A Common Stock 7,657 6.22 47.6K 175,311
2024-03-08 Penn Mark Jeffery Director / Officer / 10% Owner A-Award A Class A Common Stock 200,491 0.00 2,690,960
2024-03-08 McElligott Peter Officer A-Award A Class A Common Stock 15,912 0.00 123,888
2024-03-08 Leveton Jay Officer A-Award A Class A Common Stock 92,578 0.00 552,108
2024-03-08 Lanuto Frank P Officer A-Award A Class A Common Stock 21,472 0.00 689,542
2024-03-08 Greene Ryan Officer A-Award A Class A Common Stock 31,191 0.00 227,039
2024-03-08 DIMAGGIO VINCENZO Officer A-Award A Class A Common Stock 16,273 0.00 182,968
2024-02-29 Penn Mark Jeffery Director / Officer / 10% Owner P-Purchase A Class A Common Stock 10,000 5.28 52.8K 2,490,469
2024-02-28 Penn Mark Jeffery Director / Officer / 10% Owner P-Purchase A Class A Common Stock 10,000 5.20 52.0K 2,480,469
2024-02-28 Oosterman Wade Director P-Purchase A Class A Common Stock 5,000 5.04 25.2K 128,204
2024-02-23 Penn Mark Jeffery Director / Officer / 10% Owner F-InKind D Class A Common Stock 70,024 6.90 483.2K 2,470,469
2024-02-23 McElligott Peter Officer F-InKind D Class A Common Stock 12,513 6.90 86.3K 107,976
2024-02-23 Leveton Jay Officer F-InKind D Class A Common Stock 32,295 6.90 222.8K 459,530
2024-02-23 Lanuto Frank P Officer F-InKind D Class A Common Stock 37,675 6.90 260.0K 668,070
2024-02-23 Greene Ryan Officer F-InKind D Class A Common Stock 20,522 6.90 141.6K 195,848
2024-02-23 DIMAGGIO VINCENZO Officer F-InKind D Class A Common Stock 14,688 6.90 101.3K 166,695
2024-01-19 Penn Mark Jeffery Director / Officer / 10% Owner M-Exempt A Class A Common Stock 500,000 2.19 1.10M 3,040,493
2023-12-31 Penn Mark Jeffery Director / Officer / 10% Owner D Class A Common Stock 0 0.00 2,540,493
2023-12-06 Penn Mark Jeffery Director / Officer / 10% Owner M-Exempt D Stock Appreciation Rights 500,000 2.19 1.10M 500,000
2023-08-21 McElligott Peter Officer P-Purchase A Class A Common Stock 1,500 4.80 7.2K 120,489
2023-08-21 Leveton Jay Officer P-Purchase A Class A Common Stock 7,540 4.89 36.9K 491,825
2023-07-18 Penn Mark Jeffery Director / Officer / 10% Owner M-Exempt A Class A Common Stock 500,000 2.19 1.10M 2,817,924
2023-06-29 Lanuto Frank P Officer F-InKind D Class A Common Stock 72,232 7.46 538.9K 670,603
2023-06-14 Vaughan Brandt A. Director A-Award A Class A Common Stock 18,940 0.00 118,448
2023-06-14 Samaha Eli Director A-Award A Class A Common Stock 18,940 0.00 64,948
2023-06-14 SLATER RODNEY E Director A-Award A Class A Common Stock 18,940 0.00 64,948
2023-06-14 SIMON IRWIN D Director A-Award A Class A Common Stock 18,940 0.00 153,159
2023-06-14 ROGERS DESIREE G Director F-InKind D Class A Common Stock 6,111 7.92 48.4K 131,055
2023-06-14 Oosterman Wade Director A-Award A Class A Common Stock 18,940 0.00 123,204
2023-06-14 BARSHEFSKY CHARLENE Director A-Award A Class A Common Stock 18,940 0.00 138,204
2023-05-11 McElligott Peter Officer P-Purchase A Class A Common Stock 2,425 5.68 13.8K 118,989
2023-05-10 Penn Mark Jeffery Director / Officer / 10% Owner C-Conversion D Class C Common Stock 9,260,317 0.00 151,648,741
2023-05-10 DIMAGGIO VINCENZO Officer P-Purchase A Class A Common Stock 5,000 5.69 28.5K 181,383
2023-05-09 AlpInvest Partners B.V. S-Sale D Class A Common Stock 23,328,154 6.43 150.00M 0
2023-05-09 AlpInvest GA Secondary C.V. S-Sale D Class A Common Stock 23,328,154 6.43 150.00M 0
2023-05-08 AlpInvest Partners B.V. J-Other A Class A Common Stock 23,328,154 6.43 150.00M 0
2023-05-08 AlpInvest GA Secondary C.V. J-Other A Class A Common Stock 23,328,154 6.43 150.00M 0
2023-04-30 AlpInvest Partners B.V. 10% Owner I No securities are beneficially owned 0 0.00 0
2023-04-30 AlpInvest GA Secondary C.V. 10% Owner I No securities are beneficially owned 0 0.00 0
2023-03-22 Penn Mark Jeffery Director / Officer / 10% Owner S-Sale D Class A Common Stock 304,577 6.43 1.96M 14,197,837
2023-03-22 Gross Bradley J. Director S-Sale D Class A Common Stock 101,526 6.43 652.8K 16,980,553
2023-03-22 GOLDMAN SACHS GROUP INC 10% Owner S-Sale D Class A Common Stock 101,526 6.43 652.8K 16,980,553
2023-03-14 Penn Mark Jeffery Director / Officer / 10% Owner S-Sale D Class A Common Stock 12,000,000 6.43 77.15M 14,502,414
2023-03-14 Gross Bradley J. Director S-Sale D Class A Common Stock 4,000,000 6.43 25.72M 17,099,784
2023-03-14 GOLDMAN SACHS GROUP INC 10% Owner S-Sale D Class A Common Stock 4,000,000 6.43 25.72M 17,099,784
2023-03-10 Samaha Eli Director P-Purchase A Class A Common Stock 750,000 6.75 5.06M 7,147,662
2023-03-01 Penn Mark Jeffery Director / Officer / 10% Owner A-Award A Stock Appreciation Rights 225,000 6.79 1.53M 225,000
2023-02-28 Penn Mark Jeffery Director / Officer / 10% Owner F-InKind D Class A Common Stock 63,655 6.87 437.3K 2,317,924
2023-02-28 McElligott Peter Officer F-InKind D Class A Common Stock 2,155 6.87 14.8K 116,564
2023-02-28 Leveton Jay Officer F-InKind D Class A Common Stock 16,935 6.87 116.3K 484,285
2023-02-28 Lanuto Frank P Officer F-InKind D Class A Common Stock 7,886 6.87 54.2K 605,604
2023-02-28 Greene Ryan Officer F-InKind D Class A Common Stock 2,335 6.87 16.0K 216,370
2023-02-28 DIMAGGIO VINCENZO Officer F-InKind D Class A Common Stock 3,334 6.87 22.9K 176,383
2023-02-23 Penn Mark Jeffery Director / Officer / 10% Owner A-Award A Class A Common Stock 177,951 0.00 1,740,591
2023-02-23 McElligott Peter Officer A-Award A Class A Common Stock 33,430 0.00 98,370
2023-02-23 Leveton Jay Officer A-Award A Class A Common Stock 131,722 0.00 501,220
2023-02-23 Lanuto Frank P Officer A-Award A Class A Common Stock 72,493 0.00 477,225
2023-02-23 Greene Ryan Officer A-Award A Class A Common Stock 50,145 0.00 218,705
2023-02-23 DIMAGGIO VINCENZO Officer A-Award A Class A Common Stock 14,534 0.00 179,717
2023-01-03 Penn Mark Jeffery Officer F-InKind D Class A Common Stock 193,207 6.21 1.20M 1,562,640
2023-01-03 Lanuto Frank P Officer F-InKind D Class A Common Stock 53,123 6.21 329.9K 404,732
2023-01-03 DIMAGGIO VINCENZO Officer F-InKind D Class A Common Stock 14,150 6.21 87.9K 107,952
2022-12-31 Penn Mark Jeffery Officer M-Exempt A Class A Common Stock 3,466,624 0.00 29,969,038
2022-09-30 Penn Mark Jeffery Officer M-Exempt D Class C Common Stock 25,553 0.00 164,375,682
2022-08-31 Penn Mark Jeffery Officer M-Exempt D Class C Common Stock 25,553 0.00 164,401,235
2022-08-15 McElligott Peter Officer A-Award A Class A Common Stock 22,379 0.00 64,940
2022-08-15 Leveton Jay Officer A-Award A Class A Common Stock 144,861 0.00 278,655
2022-08-15 Lanuto Frank P Officer A-Award A Class A Common Stock 149,857 0.00 457,855
2022-08-15 Greene Ryan Officer A-Award A Class A Common Stock 55,148 0.00 102,744
2022-08-15 DIMAGGIO VINCENZO Officer A-Award A Class A Common Stock 27,694 0.00 122,102
2022-06-14 Vaughan Brandt A. Director A-Award A Class A Common Stock 21,008 0.00 99,508
2022-06-14 Samaha Eli Director A-Award A Class A Common Stock 21,008 0.00 46,008
2022-06-14 SLATER RODNEY E Director A-Award A Class A Common Stock 21,008 0.00 46,008
2022-06-14 SIMON IRWIN D Director A-Award A Class A Common Stock 21,008 0.00 134,219
2022-06-14 ROGERS DESIREE G Director A-Award A Class A Common Stock 21,008 0.00 118,226
2022-06-14 Oosterman Wade Director A-Award A Class A Common Stock 21,008 0.00 104,264
2022-06-14 BARSHEFSKY CHARLENE Director A-Award A Class A Common Stock 21,008 0.00 119,264
2022-06-09 Penn Mark Jeffery Officer M-Exempt D Class C Common Stock 388,122 0.00 164,426,788
2022-05-10 Samaha Eli Director P-Purchase A Class A Common Stock 50,000 6.90 344.8K 6,397,662
2022-03-07 McElligott Peter Officer D Class A Common Stock 0 0.00 42,561
2022-02-28 Penn Mark Jeffery Director / Officer / 10% Owner A-Award A Class A Common Stock 161,765 0.00 1,162,816
2022-02-28 Leveton Jay Officer A-Award A Class A Common Stock 47,794 0.00 133,794
2022-02-28 Lanuto Frank P Officer A-Award A Class A Common Stock 21,875 0.00 307,998
2022-02-28 Greene Ryan Officer A-Award A Class A Common Stock 6,596 0.00 47,596
2022-02-28 DIMAGGIO VINCENZO Officer A-Award A Class A Common Stock 8,272 0.00 94,408
2022-02-02 Penn Mark Jeffery Director / Officer / 10% Owner M-Exempt D Class C Common Stock 15,155,141 0.00 164,814,910
2021-12-14 Penn Mark Jeffery Director / Officer / 10% Owner A-Award A Stock Appreciation Rights 1,500,000 8.27 12.41M 1,500,000
2021-12-06 Samaha Eli Director P-Purchase A Class A Common Stock 290,296 8.14 2.36M 5,753,210
2021-12-03 Samaha Eli Director P-Purchase A Class A Common Stock 2,665 7.85 20.9K 5,462,914
2021-12-02 Samaha Eli Director P-Purchase A Class A Common Stock 115,000 7.73 889.0K 5,460,249
2021-12-01 Samaha Eli Director P-Purchase A Class A Common Stock 230,400 7.69 1.77M 5,345,249
2021-11-30 Samaha Eli Director P-Purchase A Class A Common Stock 104,600 7.49 783.5K 5,114,849
2021-11-08 Gross Bradley J. Director C-Conversion A Class A Common Stock 20,948,746 0.00 20.9K 20,961,679
2021-11-08 GOLDMAN SACHS GROUP INC 10% Owner C-Conversion A Class A Common Stock 20,948,746 0.00 20.9K 20,961,679
2021-10-15 Penn Mark Jeffery Director / Officer / 10% Owner A-Award A Class A Common Stock 412,000 0.00 1,001,051
2021-10-15 Leveton Jay Officer A-Award A Class A Common Stock 86,000 0.00 86,000
2021-10-15 Lanuto Frank P Officer A-Award A Class A Common Stock 92,000 0.00 286,123
2021-10-15 Greene Ryan Officer A-Award A Class A Common Stock 41,000 0.00 41,000
2021-10-15 DIMAGGIO VINCENZO Officer A-Award A Class A Common Stock 19,000 0.00 86,136
2021-10-07 Penn Mark Jeffery Director / Officer / 10% Owner C-Conversion A Class A Common Stock 12,086,700 0.00 26,502,414
2021-08-19 Penn Mark Jeffery Director / Officer / 10% Owner P-Purchase A Class A Common Stock 15,000 6.66 99.9K 14,415,714
2021-08-10 Penn Mark Jeffery Director / Officer / 10% Owner P-Purchase A Class A Common Stock 5,000 6.45 32.3K 589,051
2021-08-09 Samaha Eli Director A-Award A Class A Common Stock 25,000 0.00 25,000
2021-08-09 SLATER RODNEY E Director A-Award A Class A Common Stock 25,000 0.00 25,000
2021-08-09 SIMON IRWIN D Director A-Award A Class A Common Stock 25,000 0.00 113,211
2021-08-09 ROGERS DESIREE G Director A-Award A Class A Common Stock 25,000 0.00 97,218

Executive team

Top executives
EBIT / Employee
13.4K
Shares Outstanding
253.45M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Mark Penn Chief Executive Officer and Chairman 1.26M 5.56M 398.2K 7.22M 77.04%
2 2025 Jay Leveton President 800.0K 1.54M 24.6K 2.36M 65.13%
3 2025 Frank Lanuto Executive Vice President, Finance 650.0K 205.0K 1.21M 31.3K 2.10M 57.69%
4 2025 Ryan Greene Chief Financial Officer 625.0K 205.0K 470.8K 23.5K 1.32M 35.55%
5 2025 Vincenzo DiMaggio Former Chief Accounting Officer 343.7K 87.8K 251.1K 500.0K 1.18M 21.23%
6 2025 Peter McElligott General Counsel 437.5K 100.0K 243.3K 24.6K 805.4K 30.20%
7 2024 Mark Penn Chief Executive Officer and Chairman 1.26M 5.62M 382.9K 7.26M 77.38%
8 2024 Jay Leveton President 800.0K 1.54M 24.7K 2.36M 65.06%
9 2024 Frank Lanuto Executive Vice President, Finance 625.0K 334.0K 1.08M 19.2K 2.06M 52.40%
10 2024 Frank Lanuto Chief Financial Officer 625.0K 334.0K 1.08M 19.2K 2.06M 52.40%
11 2024 Ryan Greene Chief Operating Officer 581.3K 161.7K 525.8K 22.6K 1.29M 40.71%
12 2024 Ryan Greene Chief Financial Officer 581.3K 161.7K 525.8K 22.6K 1.29M 40.71%
13 2024 Vincenzo DiMaggio Former Chief Accounting Officer 468.8K 84.4K 251.3K 24.9K 829.4K 30.30%
14 2024 Vincenzo DiMaggio Chief Accounting Officer 468.8K 84.4K 251.3K 24.9K 829.4K 30.30%
15 2024 Peter McElligott General Counsel 400.0K 82.5K 231.5K 24.7K 738.7K 31.33%
16 2023 Mark Penn, Chief Executive Officer and Chairman 1.26M 500.0K 5.87M 501.0K 284.1K 8.42M 75.72%
17 2023 Mark Penn Chief Executive Officer and Chairman 1.26M 500.0K 5.87M 501.0K 284.1K 8.42M 75.72%
18 2023 Jay Leveton President 781.3K 1.58M 26.5K 2.39M 66.22%
19 2023 Jay Leveton, President 781.3K 1.58M 26.5K 2.39M 66.22%
20 2023 Frank Lanuto, Chief Financial Officer 625.0K 1.49M 20.8K 2.13M 69.75%
21 2023 Frank Lanuto Executive Vice President, Finance 625.0K 1.49M 20.8K 2.13M 69.75%
22 2023 Frank Lanuto Chief Financial Officer 625.0K 1.49M 20.8K 2.13M 69.75%
23 2023 Ryan Greene, Chief Operating Officer 575.0K 819.2K 52.00 1.39M 58.75%
24 2023 Ryan Greene Chief Financial Officer 575.0K 819.2K 52.00 1.39M 58.75%
25 2023 Ryan Greene Chief Operating Officer 575.0K 819.2K 52.00 1.39M 58.75%
26 2023 Peter McElligott General Counsel 400.0K 200.0K 379.0K 26.5K 1.01M 37.69%
27 2023 Peter McElligott, General Counsel 400.0K 200.0K 379.0K 26.5K 1.01M 37.69%
28 2023 Vincenzo DiMaggio Former Chief Accounting Officer 450.0K 511.5K 26.7K 988.2K 51.76%
29 2023 Vincenzo DiMaggio Chief Accounting Officer 450.0K 511.5K 26.7K 988.2K 51.76%
30 2022 Mark Penn Chief Executive Officer and Chairman 1.06M 5.39M 296.6K 6.74M 79.89%
31 2022 Mark Penn, Chief Executive Officer and Chairman 1.06M 5.39M 296.6K 6.74M 79.89%
32 2022 Jay Leveton President 725.0K 1.38M 16.4K 2.12M 65.04%
33 2022 Jay Leveton, President 725.0K 1.38M 16.4K 2.12M 65.04%
34 2022 Frank Lanuto, Chief Financial Officer 625.0K 1.22M 31.7K 1.87M 64.95%
35 2022 Frank Lanuto Chief Financial Officer 625.0K 1.22M 31.7K 1.87M 64.95%
36 2022 Ryan Greene Chief Operating Officer 575.0K 436.8K 7.1K 1.02M 42.87%
37 2022 Ryan Greene, Chief Operating Officer 575.0K 436.8K 7.1K 1.02M 42.87%
38 2022 Vincenzo DiMaggio Chief Accounting Officer 450.0K 257.1K 25.8K 732.9K 35.08%
39 2022 Vincenzo DiMaggio, Chief Accounting Officer 450.0K 257.1K 25.8K 732.9K 35.08%
40 2021 Mark Penn, Chief Executive Officer and Chairman 833.3K 2.31M 3.57M 3.46M 1.86M 12.03M 58.40%
41 2021 David Ross, Former General Counsel & EVP, Strategy and Corporate Development 482.6K 5.92M 6.40M 0.00%
42 2021 Frank Lanuto, Chief Financial Officer 508.3K 1.24M 797.6K 263.1K 2.81M 28.37%
43 2021 Jay Leveton, President 275.4K 325.0K 745.6K 7.0K 1.35M 55.11%
44 2020 Mark Penn, Chief Executive Officer and Chairman 750.0K 825.0K 134.7K 86.0K 1.80M 7.50%
45 2020 David Ross, General Counsel & EVP, Strategy and Corporate Development 565.2K 797.5K 199.7K 50.4K 1.61M 12.38%
46 2020 David Ross, Former General Counsel & EVP, Strategy and Corporate Development 565.2K 797.5K 199.7K 50.4K 1.61M 12.38%
47 2020 Frank Lanuto, Chief Financial Officer 450.0K 495.0K 23.1K 42.9K 1.01M 2.28%
48 2019 Mark Penn, Chief Executive Officer and Chairman 591.3K 750.0K 1.90M 1.60M 72.1K 4.91M 71.23%
49 2019 David Doft, Former Executive Vice President and Chief Financial Officer 396.7K 394.6K 1.74M 2.53M 15.61%
50 2019 David Ross, Executive Vice President, Strategy and Corporate Development 500.0K 625.0K 1.27M 41.1K 2.43M 52.07%
51 2019 David Ross, General Counsel & EVP, Strategy and Corporate Development 500.0K 625.0K 1.27M 41.1K 2.43M 52.07%
52 2019 Mitchell Gendel, Former Executive Vice President and General Counsel 396.7K 354.4K 1.63M 2.38M 14.89%
53 2019 Jonathan Mirsky, General Counsel and Corporate Secretary 296.2K 400.0K 1.03M 183.3K 20.9K 1.93M 62.77%
54 2019 Frank Lanuto, Chief Financial Officer 252.4K 450.0K 325.7K 519.8K 31.1K 1.58M 53.55%
55 2018 Scott L. Kauffman, Former Chief Executive Officer 1.20M 1.30M 8.0K 2.51M 51.88%
56 2018 David Doft, Executive Vice President and Chief Financial Officer 650.0K 366.0K 51.4K 1.07M 34.29%
57 2018 David Doft, Former Executive Vice President and Chief Financial Officer 650.0K 366.0K 51.4K 1.07M 34.29%
58 2018 Mitchell Gendel, Former Executive Vice President and General Counsel 633.3K 366.0K 48.2K 1.05M 34.94%
59 2018 Mitchell Gendel, Executive Vice President and General Counsel 633.3K 366.0K 48.2K 1.05M 34.94%
60 2018 David Ross, Executive Vice President, Strategy and Corporate Development 500.0K 274.5K 21.4K 795.9K 34.49%
61 2018 Stephanie Nerlich, Executive Vice President, Talent and Partner Development 468.1K 14.5K 482.6K 0.00%
62 2017 Scott L. Kauffman, Former Chief Executive Officer 1.20M 1.20M 10.0K 2.41M 0.00%
63 2017 Scott L. Kauffman, Chairman and Chief Executive Officer 1.20M 1.20M 10.0K 2.41M 0.00%
64 2017 David Doft, Executive Vice President and Chief Financial Officer 650.0K 650.0K 117.6K 117.7K 52.8K 1.59M 7.41%
65 2017 David Doft, Chief Financial Officer 650.0K 650.0K 117.6K 117.7K 52.8K 1.59M 7.41%
66 2017 David Doft, Former Executive Vice President and Chief Financial Officer 650.0K 650.0K 117.6K 117.7K 52.8K 1.59M 7.41%
67 2017 Mitchell Gendel, Former Executive Vice President and General Counsel 550.0K 550.0K 117.6K 117.7K 50.2K 1.39M 8.49%
68 2017 Mitchell Gendel, Executive Vice President and General Counsel 550.0K 550.0K 117.6K 117.7K 50.2K 1.39M 8.49%
69 2017 Mitchell Gendel, General Counsel 550.0K 550.0K 117.6K 117.7K 50.2K 1.39M 8.49%
70 2017 Robert Kantor, Global Chief Marketing Officer 500.0K 500.0K 101.2K 117.7K 66.1K 1.28M 7.87%
71 2017 David Ross, EVP, Strategy and Corporate Development 495.8K 500.0K 101.2K 117.7K 22.8K 1.24M 8.18%
72 2017 David Ross, Executive Vice President, Strategy and Corporate Development 495.8K 500.0K 101.2K 117.7K 22.8K 1.24M 8.18%
73 2016 Scott L. Kauffman, Chairman and Chief Executive Officer 1.20M 8.4K 1.21M 0.00%
74 2016 Scott L. Kauffman, Former Chief Executive Officer 1.20M 8.4K 1.21M 0.00%
75 2016 David Doft, Executive Vice President and Chief Financial Officer 650.0K 119.7K 52.2K 821.9K 0.00%
76 2016 David Doft, Chief Financial Officer 650.0K 119.7K 52.2K 821.9K 0.00%
77 2016 Mitchell Gendel, Executive Vice President and General Counsel 550.0K 119.7K 49.6K 719.3K 0.00%
78 2016 Mitchell Gendel, General Counsel 550.0K 119.7K 49.6K 719.3K 0.00%
79 2016 Robert Kantor, Global Chief Marketing Officer 500.0K 119.7K 40.2K 659.9K 0.00%
80 2016 David Ross, Executive Vice President, Strategy and Corporate Development 425.0K 119.7K 22.2K 566.9K 0.00%
81 2016 David Ross, EVP, Strategy and Corporate Development 425.0K 119.7K 22.2K 566.9K 0.00%
82 2015 Scott L. Kauffman, Chairman and Chief Executive Officer 500.6K 800.0K 1.93M 34.1K 3.26M 59.07%
83 2015 Miles S. Nadal, Former Chairman, Chief Executive Officer and President 1.54M 375.0K 1.91M 0.00%
84 2015 Lori Senecal, President and CEO, The MDC Partner Network 1.00M 750.0K 133.6K 1.88M 0.00%
85 2015 Andre Coste, Chief Operating Officer 575.0K 500.0K 76.0K 1.15M 0.00%
86 2015 Robert Kantor, Chief Marketing Officer 500.0K 600.0K 38.4K 1.14M 0.00%
87 2015 Robert Kantor, Global Chief Marketing Officer 500.0K 600.0K 38.4K 1.14M 0.00%
88 2015 Mitchell Gendel, General Counsel 500.0K 575.0K 48.0K 1.12M 0.00%
89 2015 David Doft, Chief Financial Officer 500.0K 575.0K 47.7K 1.12M 0.00%
90 2014 Miles S. Nadal, Chairman Chief Executive Officer and President 1.85M 11.74M 2.31M 926.0K 16.83M 13.75%
91 2014 Miles S. Nadal, Former Chairman, Chief Executive Officer and President 1.85M 9.63M 2.31M 926.0K 14.72M 15.73%
92 2014 Lori Senecal, President and CEO, The MDC Partner Network 924.0K 350.0K 1.12M 205.3K 2.59M 42.98%
93 2014 Lori Senecal President and CEO, The MDC Partner Network 924.0K 101.5K 1.12M 205.3K 2.35M 47.53%
94 2014 Mitchell Gendel, General Counsel and Corporate Secretary 441.7K 626.4K 139.9K 45.4K 1.25M 11.16%
95 2014 David B. Doft, Chief Financial Officer 441.7K 612.3K 142.4K 46.7K 1.24M 11.46%
96 2014 Michael Sabatino Chief Accounting Officer 441.7K 605.6K 142.4K 45.4K 1.24M 11.53%
97 2014 David Doft, Chief Financial Officer 441.7K 566.4K 142.4K 46.7K 1.20M 11.90%
98 2014 Mitchell Gendel, General Counsel 441.7K 566.4K 139.9K 45.4K 1.19M 11.72%
99 2013 Miles S. Nadal, Former Chairman, Chief Executive Officer and President 1.75M 24.06M 4.19M 554.2K 30.55M 13.71%
100 2013 Miles S. Nadal, Chairman Chief Executive Officer and President 1.75M 14.24M 4.19M 554.2K 20.73M 20.19%
101 2013 David Doft, Chief Financial Officer 412.5K 812.5K 226.7K 53.1K 1.50M 15.07%
102 2013 Michael Sabatino Chief Accounting Officer 412.5K 420.6K 226.7K 46.3K 1.11M 20.50%
103 2013 David B. Doft, Chief Financial Officer 412.5K 323.9K 226.7K 53.1K 1.02M 22.31%
104 2013 Mitchell Gendel, General Counsel and Corporate Secretary 412.5K 309.8K 225.1K 48.1K 995.4K 22.61%
105 2013 Stephen Pustil, Vice Chairman 388.3K 230.0K 32.7K 878.5K 0.00%
106 2012 Miles S. Nadal, Chairman Chief Executive Officer and President 1.50M 1.26M 5.96M 608.5K 9.33M 63.88%
107 2012 Miles S. Nadal, Chairman, Chief Executive Officer and President 1.50M 1.26M 558.3K 9.28M 0.00%
108 2012 Stephen Pustil, Vice Chairman 400.2K 142.1K 34.8K 843.6K 0.00%
109 2012 Michael Sabatino Chief Accounting Officer 375.0K 127.1K 277.2K 46.8K 826.1K 33.56%
110 2012 Michael Sabatino, Chief Accounting Officer 375.0K 127.1K 46.8K 826.1K 0.00%
111 2012 Mitchell Gendel, General Counsel and Corporate Secretary 375.0K 140.2K 249.4K 45.6K 810.2K 30.78%
112 2012 David B. Doft, Chief Financial Officer 375.0K 120.1K 168.5K 50.6K 714.1K 23.59%
113 2011 Miles S. Nadal, Chairman, Chief Executive Officer and President 1.50M 213.1K 8.43M 559.1K 23.80M 35.44%
114 2011 Miles S. Nadal, Chairman Chief Executive Officer and President 1.50M 213.1K 8.43M 559.1K 23.80M 35.44%
115 2011 David B. Doft, Chief Financial Officer 368.8K 148.6K 421.7K 49.4K 1.67M 25.26%
116 2011 Michael C. Sabatino, Chief Accounting Officer 368.8K 81.5K 691.3K 45.5K 1.61M 42.97%
117 2011 Michael Sabatino, Chief Accounting Officer 368.8K 81.5K 421.7K 45.5K 1.61M 26.21%
118 2011 Michael Sabatino Chief Accounting Officer 368.8K 81.5K 421.7K 45.5K 1.61M 26.21%
119 2011 Mitchell Gendel, General Counsel and Corporate Secretary 368.8K 86.2K 421.7K 44.4K 1.56M 27.04%
120 2011 Mitchell S. Gendel, General Counsel and Corporate Secretary 368.8K 86.2K 638.6K 44.4K 1.56M 40.95%
121 2011 Gavin Swartzman, Managing Director 445.2K 93.5K 565.2K 24.6K 1.55M 36.46%
122 2010 Miles S. Nadal, Chairman and Chief Executive Officer 1.34M 4.31M 627.6K 6.28M 68.63%
123 2010 Miles S. Nadal, Chairman, Chief Executive Officer and President 1.34M 627.6K 6.28M 0.00%
124 2010 Robert Dickson, Managing Director 436.9K 329.1K 61.6K 827.5K 39.77%
125 2010 David B. Doft, Chief Financial Officer 350.0K 47.3K 712.6K 0.00%
126 2010 David B. Doft, CFO 350.0K 315.3K 47.3K 712.6K 44.25%
127 2010 Mitchell S. Gendel General Counsel and Corporate Secretary 350.0K 280.2K 42.3K 672.5K 41.67%
128 2010 Mitchell S. Gendel, General Counsel and Corporate Secretary 350.0K 280.2K 42.3K 672.5K 41.67%
129 2010 Mitchell Gendel, General Counsel and Corporate Secretary 350.0K 42.3K 672.5K 0.00%
130 2010 Michael Sabatino, Chief Accounting Officer 350.0K 43.0K 657.3K 0.00%
131 2010 Michael C. Sabatino, Chief Accounting Officer 350.0K 264.3K 43.0K 657.3K 40.21%
132 2009 Miles S. Nadal, Chairman, Chief Executive Officer and President 1.00M 2.95M 2.44M 699.4K 7.09M 34.48%
133 2009 Miles S. Nadal, Chairman and Chief Executive Officer 1.00M 2.95M 2.44M 699.4K 7.09M 34.48%
134 2009 Graham L. Rosenberg, Managing Director 262.5K 202.7K 1.16M 1.63M 12.47%
135 2009 Robert Dickson, Managing Director 393.8K 175.0K 220.9K 29.9K 819.6K 26.96%
136 2009 Mitchell S. Gendel, General Counsel and Corporate Secretary 350.0K 212.5K 200.6K 40.5K 803.6K 24.96%
137 2009 Mitchell S. Gendel General Counsel and Corporate Secretary 350.0K 212.5K 200.6K 40.5K 803.6K 24.96%
138 2009 David B. Doft, Chief Financial Officer 325.0K 225.0K 150.4K 45.5K 745.9K 20.17%
139 2009 David B. Doft, CFO 325.0K 225.0K 150.4K 45.5K 745.9K 20.17%
140 2009 Gavin Swartzman, Managing Director 393.8K 87.5K 213.6K 24.9K 719.8K 29.68%
141 2008 Miles S. Nadal, Chairman and Chief Executive Officer 975.0K 2.44M 4.30M 705.7K 8.41M 51.06%
142 2008 Miles S. Nadal, Chairman, Chief Executive Officer and President 975.0K 2.44M 2.74M 705.7K 6.86M 39.93%
143 2008 Robert Dickson, Managing Director 421.7K 140.6K 365.7K 27.5K 955.4K 38.27%
144 2008 Gavin Swartzman, Managing Director 421.7K 140.6K 257.0K 27.7K 847.0K 30.34%
145 2008 Graham L. Rosenberg, Managing Director 421.7K 140.6K 219.4K 27.3K 809.0K 27.12%
146 2008 David B. Doft, CFO 300.0K 150.0K 156.7K 28.7K 635.4K 24.66%
147 2007 Miles S. Nadal, Chairman and Chief Executive Officer 950.0K 1.19M 3.09M 4.15M 9.38M 32.99%
148 2007 Miles S. Nadal, Chairman, Chief Executive Officer and President 950.0K 1.19M 2.09M 144.3K 4.15M 8.52M 26.19%
149 2007 Steven Berns, President CFO (until July 23, 2007) 310.6K 200.0K 489.0K 397.0K 184.8K 1.22M 2.80M 31.61%
150 2007 Robert Dickson, Managing Director 419.0K 139.7K 468.8K 14.2K 1.04M 45.01%
151 2007 Gavin Swartzman, Managing Director 384.1K 139.7K 445.6K 18.3K 987.6K 45.11%
152 2007 Graham L. Rosenberg, Managing Director 380.2K 139.7K 338.8K 20.0K 878.6K 38.56%
153 2007 David B. Doft, CFO 107.3K 200.0K 455.9K 28.7K 792.0K 57.57%
154 2007 David Doft, CFO (as of Aug. 10, 2007) 107.3K 200.0K 31.3K 28.7K 367.3K 8.51%
155 2006 Miles S. Nadal, Chairman, Chief Executive Officer and President 950.0K 1.43M 1.03M 953.2K 518.7K 4.87M 40.62%
156 2006 Miles S. Nadal, Chairman and Chief Executive Officer 950.0K 1.43M 1.03M 953.2K 518.7K 4.87M 40.62%
157 2006 Steven Berns, President Chief Financial Officer 550.0K 362.5K 473.4K 207.0K 30.3K 1.62M 41.92%
158 2006 Steven Berns, President CFO (until July 23, 2007) 550.0K 362.5K 473.4K 206.3K 30.3K 1.62M 41.89%
159 2006 Robert Dickson, Managing Director 400.7K 158.7K 274.7K 35.1K 15.9K 885.0K 35.00%
160 2006 Graham L. Rosenberg, Managing Director 352.6K 145.4K 119.7K 64.8K 21.7K 704.2K 26.19%
161 2006 Gavin Swartzman, Managing Director 330.6K 136.6K 119.7K 55.6K 23.9K 666.4K 26.31%
162 2005 Miles S. Nadal, Chairman and Chief Executive 950.0K 1.43M 194.5K 2.57M 0.00%
163 2005 Steven Berns, President and Chief Financial 475.0K 300.0K 121.4K 896.4K 0.00%
164 2005 Robert Dickson, Managing Director 371.5K 82.6K 454.0K 0.00%
165 2005 Graham L. Rosenberg, Managing Director 318.2K 123.8K 442.0K 0.00%
166 2005 Charles Porter, Chief Strategist
167 2004 Miles S. Nadal, Chairman and Chief Executive 730.2K 2.08M 191.6K 3.00M 0.00%
168 2004 Miles S. Nadal, Chairman, President and Chief Executive Officer 730.2K 2.08M 191.6K 3.00M 0.00%
169 2004 Steven Berns, President and Chief Financial 149.3K 300.0K 449.3K 0.00%
170 2004 Steven Berns, Vice Chairman and Executive Vice President 149.3K 300.0K 449.3K 0.00%
171 2004 Robert Dickson, Managing Director 230.6K 172.9K 403.5K 0.00%
172 2004 Robert Dickson, Managing Director 230.6K 172.9K 403.5K 0.00%
173 2004 Graham L. Rosenberg, Managing Director 249.8K 134.5K 384.3K 0.00%
174 2004 Graham L. Rosenberg, Managing Director 249.8K 134.5K 384.3K 0.00%
175 2004 Walter Campbell, former Chief Financial Officer 211.4K 139.1K 350.5K 0.00%
176 2004 Charles Porter, Chief Strategist
177 2003 Miles S. Nadal, Chairman, President and Chief Executive Officer 678.4K 2.04M 126.6K 2.84M 0.00%
178 2003 Miles S. Nadal, Chairman and Chief Executive 678.4K 2.04M 126.6K 2.84M 0.00%
179 2003 Robert Dickson, Managing Director 214.2K 178.5K 392.8K 0.00%
180 2003 Robert Dickson, Managing Director 214.2K 178.5K 392.8K 0.00%
181 2003 Walter Campbell, former Chief Financial Officer 196.4K 182.8K 379.2K 0.00%
182 2003 Graham L. Rosenberg, Managing Director 214.2K 93.7K 308.0K 0.00%
183 2003 Steven Berns, President and Chief Financial
184 2003 Graham L. Rosenberg, Managing Director
185 2003 Charles Porter, Chief Strategist
186 2003 Steven Berns, Vice Chairman and Executive Vice President
187 2002 Miles S. Nadal, Chairman, President and Chief Executive Officer 605.3K 1.82M 142.2K 2.56M 0.00%
188 2002 Walter Campbell, former Chief Financial Officer 175.2K 195.0K 370.2K 0.00%
189 2002 Robert Dickson, Managing Director 183.2K 135.4K 318.6K 0.00%
190 2002 Graham L. Rosenberg, Managing Director 159.3K 132.8K 292.1K 0.00%
191 2002 Steven Berns, Vice Chairman and Executive Vice President
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-28 DEF 14A
2025-04-25 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 4
2026-05-01 10-Q
2026-04-30 8-K
2026-04-28 DEF 14A
2026-04-03 4
2026-04-03 4
2026-04-03 4
2026-04-03 4
2026-04-03 4
2026-04-02 4

Executive team

NameTitleCompensationGender
Mark J. Penn Chairman & Chief Executive Officer 2M male
Frank Lanuto Executive Vice President of Finance 886.3K male
Ryan Greene Chief Financial Officer 853.5K male
Jay R. Leveton President 824.6K male
Peter McElligott General Counsel 562.1K male
Merrill Raman Chief Technology Officer male
Mike Pienaar Senior Vice President of Internal Audit, Risk, & Compliance
Niels Laurberg Chief Investment Officer male
Ryan Linder Executive VP of Global male
Shannon Pruitt Global Chief Marketing Officer female
Ben Allanson Director of Investor Relations
Stephanie Howley Chief People Officer female
ESG Rating
B
ADVERTISING AGENCIES
2017
E (Environmental)
83.0 / 58.9
Company / Sector avg.
S (Social)
74.1 / 63.2
Company / Sector avg.
G (Governance)
71.5 / 63.3
Company / Sector avg.
ESG Total
76.2 / 61.8
Company / Sector avg.
ESG Score History ADVERTISING AGENCIES
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 yield history

Dividend history

Earnings history

Earnings reports

Stock splits