Stagwell Inc. (STGW)
New York City, NY, US
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.
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| MDC Partners Inc. | MDCA | 2021-02-08 | View |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.40% | -3.70% | -0.32% | +26.26% | +21.12% | +27.81% | +19.73% | +12.01% | +28.60% | -62.14% | -21.88% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 5 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| 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%
|
-
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)
* 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.
| 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
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-05 | Rosenblatt | Buy | Buy | Maintain |
| 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
Ownership Overview
| # | 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)
| # | 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 — |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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 | — | — | — | — | — | — | — | — | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
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Community Opinion for STGW
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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