Savers Value Village, Inc. (SVV)
Bellevue, WA, US
Savers Value Village, Inc. operates retail stores across the United States, Canada, and Australia, focusing on the sale of pre-owned merchandise. These establishments are known by various banners including Savers, Value Village, Village des Valeurs, Unique, and 2nd Avenue. The company procures a wide array of second-hand goods—such as textiles (clothing, bedding, bath items), footwear, accessories, housewares, and books—from non-profit partners. These items then undergo processing, selection, pricing, and merchandising before being sold in its stores to both retail and wholesale customers. Formerly known as S-Evergreen Holding LLC, the company officially became Savers Value Village, Inc. in January 2022. Founded in 1954, its corporate base is situated in Bellevue, Washington.
No mergers or acquisitions recorded for this company.
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.72% | -8.06% | -8.29% | -31.96% | -10.18% | -20.66% | -34.42% | -67.66% | -67.66% | -67.66% | -67.66% |
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 | 0 | 0 |
| Buy | 8 | 0 |
| Hold | 3 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 3 |
17.67
+73.9%
|
| All Time | 10 |
14.80
+45.7%
|
-
Revenue growth Specialty Retail: +6.4%+9.2% ★ Q2'26: +8.9% (vs Q1'25)
-
EPS growth Specialty Retail: +20.6%-17.7% Q2'26: -0.7% (vs Q1'25)
-
FCF margin FCF growth · Specialty Retail: +29.3%-8.0% Q2'26: -2.4% (vs Q1'25)
-
EBIT margin Specialty Retail: +5.4%+6.2% ★ Q2'26: +4.7% (vs Q1'25)
-
ROIC Specialty Retail: +6.5%+6.2% Q2'26: +5.8% (vs Q1'25)
-
Share dilution Specialty Retail: +0.1%-2.4% ★ Q2'26: -2.2% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Specialty Retail: 0.14×3.64× Q2'26: 4.21× (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 |
Jan 2024 actual |
Jan 2025 actual |
Jan 2026 7 Rev. Ana. 7 EPS Ana. |
Jan 2027 8 Rev. Ana. 6 EPS Ana. |
Jan 2028 7 Rev. Ana. 6 EPS Ana. |
Jan 2029 2 Rev. Ana. 4 EPS Ana. |
Jan 2030 1 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|
| Revenue |
1.54B
est: 1.51B (+1.9%)
|
1.54B
est.
|
1.68B
1.66B – 1.70B
+9.2% YoY
|
1.78B
1.77B – 1.79B
+6.2% YoY
|
1.92B
1.90B – 1.95B
+7.8% YoY
|
2.04B
2.01B – 2.07B
+6.3% YoY
|
2.11B
2.08B – 2.13B
+3.4% YoY
|
| EBITDA |
186.77M
est: 205.77M (-9.2%)
|
209.71M
est.
|
228.98M
225.74M – 231.54M
+9.2% YoY
|
243.07M
241.71M – 244.44M
+6.2% YoY
|
262.02M
259.29M – 266.11M
+7.8% YoY
|
278.59M
274.64M – 281.70M
+6.3% YoY
|
287.92M
283.84M – 291.14M
+3.4% YoY
|
| EBIT |
117.24M
est: 141.78M (-17.3%)
|
144.49M
est.
|
157.78M
155.54M – 159.54M
+9.2% YoY
|
167.48M
166.54M – 168.42M
+6.2% YoY
|
180.54M
178.66M – 183.36M
+7.8% YoY
|
191.95M
189.23M – 194.10M
+6.3% YoY
|
198.39M
195.57M – 200.61M
+3.4% YoY
|
| Net Income |
29.03M
est: 65.54M (-55.7%)
|
84.74M
est.
|
74.13M
72.90M – 75.35M
-12.5% YoY
|
78.65M
77.01M – 80.29M
+6.1% YoY
|
92.64M
92.50M – 101.07M
+17.8% YoY
|
116.99M
115.06M – 118.92M
+26.3% YoY
|
—
— – —
-100.0% YoY
|
| SGA |
668.15M
est: 627.43M (+6.5%)
|
639.44M
est.
|
698.22M
688.33M – 706.03M
+9.2% YoY
|
741.18M
737.02M – 745.34M
+6.2% YoY
|
798.95M
790.62M – 811.43M
+7.8% YoY
|
849.48M
837.44M – 858.98M
+6.3% YoY
|
877.94M
865.50M – 887.76M
+3.4% YoY
|
| EPS |
0.18
est: 0.40 (-55.3%)
|
0.52
est.
|
0.46
0.45 – 0.46
-11.5% YoY
|
0.48
0.47 – 0.49
+5.9% YoY
|
0.59
0.57 – 0.62
+22.0% YoY
|
0.72
0.71 – 0.73
+22.2% YoY
|
—
— – —
-100.0% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-04 | Piper Sandler | Neutral | Neutral | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | C+ | 2/5 | 3/5 | 3/5 | 3/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-11 | C+ | 2/5 | 3/5 | 3/5 | 3/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-08 | C+ | 2/5 | 3/5 | 3/5 | 3/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-07 | C+ | 2/5 | 3/5 | 3/5 | 3/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-06 | C+ | 2/5 | 3/5 | 3/5 | 3/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-05 | C+ | 2/5 | 3/5 | 3/5 | 3/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-04 | C+ | 2/5 | 3/5 | 3/5 | 3/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-01 | B- | 2/5 | 3/5 | 3/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-30 | B- | 2/5 | 3/5 | 3/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-29 | C+ | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-28 | C+ | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-27 | C+ | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-24 | C+ | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-23 | C+ | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-22 | C+ | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-21 | C+ | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-20 | C+ | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-17 | C+ | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-16 | C+ | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 |
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 | ASSF Operating Manager IV, L.P. | 21.59M | 13.50% | — | 9.97M | — | 9.97M | PN | Delaware | 2024-02-13 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | ARES MANAGEMENT LLC | 117.45M +— (+0.0%) | 1.10B -459.2M (-29.5%) | 75.40% +0.334 pp | 62.67% -7.981 pp | USD23.70 -60.6% | 11 qtrs — |
| 2 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 9.96M -1.3M (-11.3%) | 92.99M -55.7M (-37.5%) | 6.36% -0.818 pp | 0.06% -0.032 pp | USD12.68 -26.3% | 11 qtrs — |
| 3 | BAILLIE GIFFORD & CO | 8.90M -412.4K (-4.4%) | 83.09M -40.2M (-32.6%) | 5.71% -0.238 pp | 0.07% -0.022 pp | USD9.33 +0.1% | 7 qtrs — |
| 4 | VANGUARD GROUP INC | 3.81M -43.3K (-1.1%) | 35.63M -15.5M (-30.3%) | 2.45% -0.017 pp | 0.00% 0.000 pp | USD15.44 -39.5% | 11 qtrs — |
| 5 | CAPITAL RESEARCH GLOBAL INVESTORS | 3.33M +1.4M (+72.9%) | 31.11M +5.6M (+21.9%) | 2.14% +0.907 pp | 0.01% +0.001 pp | USD11.60 -19.5% | 2 qtrs — |
| 6 | BLACKROCK, INC. | 2.81M +10.6K (+0.4%) | 26.21M -10.8M (-29.2%) | 1.80% +0.015 pp | 0.00% 0.000 pp | USD11.44 -18.4% | 6 qtrs — |
| 7 | AMERIPRISE FINANCIAL INC | 1.67M -577.1K (-25.7%) | 15.58M -14.2M (-47.6%) | 1.07% -0.364 pp | 0.00% -0.003 pp | USD10.31 -9.4% | 11 qtrs — |
| 8 | DIMENSIONAL FUND ADVISORS LP | 1.43M +491.4K (+52.3%) | 13.37M +911.3K (+7.3%) | 0.92% +0.318 pp | 0.00% +0.000 pp | USD10.77 -13.3% | 5 qtrs — |
| 9 | ARCHON CAPITAL MANAGEMENT LLC | 1.26M +487.1K (+63.4%) | 11.73M +1.5M (+15.2%) | 0.81% +0.315 pp | 6.67% +0.607 pp | USD9.00 +3.8% | 5 qtrs — |
| 10 | FMR LLC | 1.17M +17.2K (+1.5%) | 10.93M -4.3M (-28.5%) | 0.75% +0.014 pp | 0.00% 0.000 pp | USD15.19 -38.5% | 10 qtrs — |
| 11 | STATE STREET CORP | 1.16M +276.2K (+31.3%) | 10.82M -867.7K (-7.4%) | 0.74% +0.180 pp | 0.00% +0.000 pp | USD14.63 -36.2% | 10 qtrs — |
| 12 | MARSHALL WACE, LLP | 1.01M -778.9K (-43.6%) | 9.40M -14.3M (-60.3%) | 0.65% -0.495 pp | 0.01% -0.015 pp | USD9.69 -3.6% | 11 qtrs — |
| 13 | GOLDMAN SACHS GROUP INC | 1.00M +9.6K (+1.0%) | 9.37M -3.8M (-28.8%) | 0.64% +0.009 pp | 0.00% -0.001 pp | USD13.11 -28.8% | 11 qtrs — |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 890.7K +11.1K (+1.3%) | 8.32M -3.3M (-28.6%) | 0.57% +0.010 pp | 0.00% 0.000 pp | USD15.84 -41.0% | 10 qtrs — |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 799.7K +302.0K (+60.7%) | 7.47M +874.8K (+13.3%) | 0.51% +0.195 pp | 0.00% +0.000 pp | USD10.82 -13.7% | 3 qtrs — |
| 16 | RENAISSANCE TECHNOLOGIES LLC | 782.7K +226.1K (+40.6%) | 7.31M -64.8K (-0.9%) | 0.50% +0.147 pp | 0.01% +0.002 pp | USD10.79 -13.4% | 10 qtrs — |
| 17 | CANNELL CAPITAL LLC | 583.0K +84.4K (+16.9%) | 5.45M -1.2M (-17.6%) | 0.37% +0.056 pp | 2.64% +1.633 pp | USD10.62 -12.1% | 3 qtrs — |
| 18 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 582.0K -11.3K (-1.9%) | 5.44M -2.4M (-30.9%) | 0.37% -0.006 pp | 0.01% -0.004 pp | USD9.34 +0.0% | 5 qtrs — |
| 19 | PRIMECAP MANAGEMENT CO/CA/ | 567.6K +62.7K (+12.4%) | 5.30M -1.4M (-20.8%) | 0.36% +0.042 pp | 0.00% -0.001 pp | USD10.33 -9.6% | 6 qtrs — |
| 20 | MILLENNIUM MANAGEMENT LLC | 507.4K +424.8K (+513.6%) | 4.74M +3.6M (+332.6%) | 0.33% +0.273 pp | 0.00% +0.002 pp | USD9.11 +2.5% | 11 qtrs — |
| 21 | MORGAN STANLEY | 489.3K +39.6K (+8.8%) | 4.57M -1.4M (-23.3%) | 0.31% +0.027 pp | 0.00% 0.000 pp | USD12.19 -23.4% | 11 qtrs — |
| 22 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 411.5K +165.9K (+67.6%) | 3.84M +589.6K (+18.1%) | 0.26% +0.107 pp | 0.26% +0.051 pp | USD8.68 +7.6% | 4 qtrs — |
| 23 | BALYASNY ASSET MANAGEMENT L.P. | 355.0K +355.0K (+100.0%) | 3.32M +3.3M (+100.0%) | 0.23% +0.228 pp | 0.00% +0.004 pp | USD9.34 +0.0% | 1 qtrs NEW |
| 24 | NORTHERN TRUST CORP | 345.4K -19.5K (-5.3%) | 3.23M -1.6M (-33.3%) | 0.22% -0.012 pp | 0.00% 0.000 pp | USD15.78 -40.8% | 10 qtrs — |
| 25 | QUBE RESEARCH & TECHNOLOGIES LTD | 331.4K +25.2K (+8.2%) | 3.10M -962.2K (-23.7%) | 0.21% +0.017 pp | 0.00% -0.001 pp | USD12.95 -27.9% | 2 qtrs — |
| 26 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 321.3K -446.0 (-0.1%) | 3.00M -1.3M (-29.6%) | 0.21% +0.001 pp | 0.00% 0.000 pp | USD15.74 -40.7% | 10 qtrs — |
| 27 | BNP PARIBAS ARBITRAGE, SNC | 309.3K +88.7K (+40.2%) | 2.89M -33.8K (-1.2%) | 0.20% +0.058 pp | 0.00% 0.000 pp | USD12.11 -22.9% | 5 qtrs — |
| 28 | UBS GROUP AG | 297.7K +103.6K (+53.4%) | 2.78M +209.1K (+8.1%) | 0.19% +0.067 pp | 0.00% +0.000 pp | USD9.44 -1.1% | 11 qtrs — |
| 29 | TD ASSET MANAGEMENT INC | 230.0K +11.0K (+5.0%) | 2.15M -753.9K (-26.0%) | 0.15% +0.008 pp | 0.00% -0.001 pp | USD12.16 -23.2% | 11 qtrs — |
| 30 | WESTERN STANDARD LLC | 200.0K +200.0K (+100.0%) | 1.87M +1.9M (+100.0%) | 0.13% +0.128 pp | 0.86% +0.862 pp | USD9.34 +0.0% | 1 qtrs NEW |
| 31 | AQR CAPITAL MANAGEMENT LLC | 196.9K -230.7K (-54.0%) | 1.84M -3.8M (-67.5%) | 0.13% -0.147 pp | 0.00% -0.003 pp | USD11.70 -20.2% | 4 qtrs — |
| 32 | JEFFERIES FINANCIAL GROUP INC. | 192.5K +192.5K (+100.0%) | 1.80M +1.8M (+100.0%) | 0.12% +0.124 pp | 0.01% +0.009 pp | USD9.34 +0.0% | 1 qtrs NEW |
| 33 | MILITIA CAPITAL PARTNERS, LP | 187.6K +161.7K (+624.3%) | 1.75M +1.4M (+410.5%) | 0.12% +0.104 pp | 0.65% +0.489 pp | USD9.88 -5.5% | 2 qtrs — |
| 34 | HOMESTEAD ADVISERS CORP | 187.1K +— (+0.0%) | 1.75M -731.6K (-29.5%) | 0.12% +0.001 pp | 0.05% -0.013 pp | USD12.48 -25.2% | 8 qtrs — |
| 35 | LOS ANGELES CAPITAL MANAGEMENT LLC | 113.7K -2.5K (-2.2%) | 1.50M -35.6K (-2.3%) | 0.07% -0.001 pp | 0.01% 0.000 pp | USD13.25 -29.5% | 2 qtrs — |
| 36 | MAKAIRA PARTNERS LLC | 159.1K -620.9K (-79.6%) | 1.49M -8.8M (-85.6%) | 0.10% -0.396 pp | 1.16% -4.146 pp | USD12.06 -22.6% | 7 qtrs — |
| 37 | BANK OF NEW YORK MELLON CORP | 146.3K -9.5K (-6.1%) | 1.37M -697.9K (-33.8%) | 0.09% -0.006 pp | 0.00% 0.000 pp | USD13.91 -32.9% | 10 qtrs — |
| 38 | MAVERICK CAPITAL LTD | 119.5K +119.5K (+100.0%) | 1.12M +1.1M (+100.0%) | 0.08% +0.077 pp | 0.01% +0.012 pp | USD9.34 +0.0% | 6 qtrs — |
| 39 | VICTORY CAPITAL MANAGEMENT INC | 117.1K +43.3K (+58.7%) | 1.09M +116.0K (+11.9%) | 0.08% +0.028 pp | 0.00% +0.000 pp | USD9.88 -5.5% | 3 qtrs — |
| 40 | BANK OF AMERICA CORP /DE/ | 114.8K +29.8K (+35.1%) | 1.07M -53.9K (-4.8%) | 0.07% +0.019 pp | 0.00% +0.000 pp | USD10.38 -10.0% | 10 qtrs — |
| 41 | NUVEEN, LLC | 114.0K +2.0K (+1.8%) | 1.06M -418.8K (-28.2%) | 0.07% +0.002 pp | 0.00% 0.000 pp | USD8.25 +13.2% | 4 qtrs — |
| 42 | GHISALLO CAPITAL MANAGEMENT LLC | 100.0K -150.0K (-60.0%) | 934.0K -2.4M (-71.8%) | 0.06% -0.096 pp | 0.04% -0.067 pp | USD10.20 -8.4% | 3 qtrs — |
| 43 | — | 91.7K +— (+0.0%) | 856.5K -358.5K (-29.5%) | 0.06% +0.000 pp | 0.01% -0.006 pp | USD13.29 -29.7% | 8 qtrs — |
| 44 | AIA GROUP LTD | 90.4K -56.8K (-38.6%) | 844.1K -1.1M (-56.7%) | 0.06% -0.036 pp | 0.01% -0.022 pp | USD9.88 -5.5% | 7 qtrs — |
| 45 | STONERIDGE INVESTMENT PARTNERS LLC | 87.4K +55.0K (+169.7%) | 816.0K +387.0K (+90.2%) | 0.06% +0.035 pp | 0.57% +0.274 pp | USD9.66 -3.3% | 3 qtrs — |
| 46 | STATE OF WISCONSIN INVESTMENT BOARD | 79.1K +67.0K (+551.9%) | 739.2K +578.4K (+359.5%) | 0.05% +0.043 pp | 0.00% +0.001 pp | USD9.26 +0.9% | 5 qtrs — |
| 47 | NORTHWEST & ETHICAL INVESTMENTS L.P. | 78.6K -52.6K (-40.1%) | 734.5K -1.0M (-57.8%) | 0.05% -0.033 pp | 0.02% -0.025 pp | USD11.11 -15.9% | 7 qtrs — |
| 48 | SWISS NATIONAL BANK | 75.2K +— (+0.0%) | 702.4K -294.0K (-29.5%) | 0.05% +0.000 pp | 0.00% 0.000 pp | USD11.05 -15.5% | 6 qtrs — |
| 49 | QUANTINNO CAPITAL MANAGEMENT LP | 74.3K +30.1K (+68.2%) | 693.6K +108.5K (+18.5%) | 0.05% +0.019 pp | 0.00% 0.000 pp | USD9.15 +2.1% | 4 qtrs — |
| 50 | INVESCO LTD. | 70.3K +16.7K (+31.1%) | 656.5K -53.9K (-7.6%) | 0.05% +0.011 pp | 0.00% +0.000 pp | USD15.04 -37.9% | 11 qtrs — |
| 51 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 60.2K -384.3K (-86.5%) | 562.5K -5.3M (-90.4%) | 0.04% -0.245 pp | 0.00% -0.056 pp | USD11.83 -21.0% | 7 qtrs — |
| 52 | BARCLAYS PLC | 59.9K +17.4K (+41.0%) | 559.6K +112.4K (+25.1%) | 0.04% +0.011 pp | 0.00% +0.000 pp | USD12.16 -23.2% | 11 qtrs — |
| 53 | ALLIANCEBERNSTEIN L.P. | 56.0K +10.8K (+23.9%) | 523.1K -75.6K (-12.6%) | 0.04% +0.007 pp | 0.00% +0.000 pp | USD17.18 -45.6% | 11 qtrs — |
| 54 | AMERICAN CENTURY COMPANIES INC | 54.0K -13.4K (-19.9%) | 504.5K -388.8K (-43.5%) | 0.03% -0.008 pp | 0.00% 0.000 pp | USD10.70 -12.7% | 11 qtrs — |
| 55 | RHUMBLINE ADVISERS | 52.9K -7.9K (-13.0%) | 494.0K -311.1K (-38.6%) | 0.03% -0.005 pp | 0.00% 0.000 pp | USD15.49 -39.7% | 10 qtrs — |
| 56 | DARK FOREST CAPITAL MANAGEMENT LP | 52.5K -85.0K (-61.8%) | 490.0K -1.3M (-73.1%) | 0.03% -0.054 pp | 0.02% -0.032 pp | USD10.27 -9.1% | 3 qtrs — |
| 57 | UBS ASSET MANAGEMENT AMERICAS INC | 49.1K -13.9K (-22.1%) | 458.4K -376.4K (-45.1%) | 0.03% -0.009 pp | 0.00% 0.000 pp | USD9.71 -3.8% | 6 qtrs — |
| 58 | MARINER, LLC | 46.5K -63.8K (-57.8%) | 434.1K -1.0M (-70.3%) | 0.03% -0.041 pp | 0.00% -0.001 pp | USD10.13 -7.8% | 6 qtrs — |
| 59 | SG AMERICAS SECURITIES, LLC | 46.1K +2.5K (+5.7%) | 431.0K -147.0K (-25.4%) | 0.03% +0.002 pp | 0.00% -0.001 pp | USD13.04 -28.4% | 2 qtrs — |
| 60 | FORMULA GROWTH LTD | 45.3K +18.3K (+67.6%) | 422.7K +65.0K (+18.2%) | 0.03% +0.012 pp | 0.16% +0.036 pp | USD11.67 -20.0% | 2 qtrs — |
| 61 | WELLS FARGO & COMPANY/MN | 43.1K +16.9K (+64.7%) | 402.3K +55.7K (+16.1%) | 0.03% +0.011 pp | 0.00% +0.000 pp | USD12.16 -23.2% | 10 qtrs — |
| 62 | CITADEL ADVISORS LLC | 42.9K +42.9K (+100.0%) | 400.3K +400.3K (+100.0%) | 0.03% +0.028 pp | 0.00% +0.000 pp | USD9.34 +0.0% | 11 qtrs — |
| 63 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 39.8K +668.0 (+1.7%) | 372.1K -146.9K (-28.3%) | 0.03% +0.001 pp | 0.00% 0.000 pp | USD11.51 -18.9% | 10 qtrs — |
| 64 | JACOBS LEVY EQUITY MANAGEMENT, INC | 37.2K +37.2K (+100.0%) | 347.1K +347.1K (+100.0%) | 0.02% +0.024 pp | 0.00% +0.001 pp | USD9.34 +0.0% | 1 qtrs NEW |
| 65 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 36.8K +24.1K (+189.4%) | 343.8K +175.3K (+104.0%) | 0.02% +0.016 pp | 0.00% +0.003 pp | USD10.69 -12.6% | 2 qtrs — |
| 66 | ENGINEERS GATE MANAGER LP | 36.6K -23.8K (-39.4%) | 341.6K -458.6K (-57.3%) | 0.02% -0.015 pp | 0.00% -0.005 pp | USD12.54 -25.5% | 8 qtrs — |
| 67 | HRT FINANCIAL LP | 35.2K +35.2K (+100.0%) | 328.0K +328.0K (+100.0%) | 0.02% +0.023 pp | 0.00% +0.001 pp | USD9.34 +0.0% | 1 qtrs NEW |
| 68 | POINT72 ASSET MANAGEMENT, L.P. | 34.9K -61.7K (-63.9%) | 325.6K -953.7K (-74.5%) | 0.02% -0.039 pp | 0.00% -0.002 pp | USD13.25 -29.5% | 2 qtrs — |
| 69 | SIMPLEX TRADING, LLC | 33.7K +33.7K (+100.0%) | 314.9K +314.9K (+100.0%) | 0.02% +0.022 pp | 0.00% +0.000 pp | USD9.34 +0.0% | 1 qtrs NEW |
| 70 | FEDERATED HERMES, INC. | 30.0K +12.4K (+70.5%) | 280.2K +47.0K (+20.2%) | 0.02% +0.008 pp | 0.00% +0.000 pp | USD9.19 +1.6% | 11 qtrs — |
| 71 | LEGAL & GENERAL GROUP PLC | 28.7K -103.0 (-0.4%) | 268.3K -113.7K (-29.8%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD11.37 -17.9% | 10 qtrs — |
| 72 | DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 28.5K +28.5K (+100.0%) | 266.0K +266.0K (+100.0%) | 0.02% +0.018 pp | 0.06% +0.060 pp | USD9.34 +0.0% | 3 qtrs — |
| 73 | PRICE T ROWE ASSOCIATES INC /MD/ | 23.9K +3.3K (+16.0%) | 223.0K -50.0K (-18.3%) | 0.02% +0.002 pp | 0.00% +0.000 pp | USD11.26 -17.1% | 3 qtrs — |
| 74 | METLIFE INVESTMENT MANAGEMENT, LLC | 22.4K -736.0 (-3.2%) | 209.1K -97.3K (-31.8%) | 0.01% 0.000 pp | 0.00% -0.001 pp | USD16.35 -42.9% | 10 qtrs — |
| 75 | HANDELSBANKEN FONDER AB | 21.3K +7.8K (+57.8%) | 199.0K +20.0K (+11.2%) | 0.01% +0.005 pp | 0.00% +0.000 pp | USD9.92 -5.8% | 5 qtrs — |
| 76 | JANE STREET GROUP, LLC | 20.6K -33.0K (-61.6%) | 192.6K -518.2K (-72.9%) | 0.01% -0.021 pp | 0.00% 0.000 pp | USD10.20 -8.4% | 11 qtrs — |
| 77 | RAFFERTY ASSET MANAGEMENT, LLC | 20.4K +91.0 (+0.4%) | 190.8K -78.7K (-29.2%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD13.23 -29.4% | 2 qtrs — |
| 78 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 19.4K +9.6K (+97.8%) | 180.7K +51.1K (+39.5%) | 0.01% +0.006 pp | 0.00% +0.000 pp | USD9.80 -4.7% | 5 qtrs — |
| 79 | VERITION FUND MANAGEMENT LLC | 18.7K -33.6K (-64.3%) | 174.4K -518.3K (-74.8%) | 0.01% -0.021 pp | 0.00% -0.002 pp | USD12.94 -27.8% | 8 qtrs — |
| 80 | SALEM INVESTMENT COUNSELORS INC | 18.0K +9.0K (+100.0%) | 168.1K +48.9K (+41.0%) | 0.01% +0.006 pp | 0.00% +0.001 pp | USD11.30 -17.3% | 2 qtrs — |
| 81 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 17.8K -21.0 (-0.1%) | 166.4K -69.9K (-29.6%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD12.20 -23.4% | 7 qtrs — |
| 82 | PERIGON WEALTH MANAGEMENT, LLC | 17.3K +17.3K (+100.0%) | 161.8K +161.8K (+100.0%) | 0.01% +0.011 pp | 0.00% +0.003 pp | USD9.34 +0.0% | 1 qtrs NEW |
| 83 | JPMORGAN CHASE & CO | 16.8K -811.0 (-4.6%) | 156.7K -76.3K (-32.8%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD18.24 -48.8% | 11 qtrs — |
| 84 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16.6K +16.6K (+100.0%) | 155.0K +155.0K (+100.0%) | 0.01% +0.011 pp | 0.00% +0.000 pp | USD9.34 +0.0% | 1 qtrs NEW |
| 85 | MAREX GROUP PLC | 15.0K +15.0K (+100.0%) | 140.1K +140.1K (+100.0%) | 0.01% +0.010 pp | 0.00% +0.001 pp | USD9.34 +0.0% | 1 qtrs NEW |
| 86 | INTECH INVESTMENT MANAGEMENT LLC | 14.7K +14.7K (+100.0%) | 137.7K +137.7K (+100.0%) | 0.01% +0.010 pp | 0.00% +0.001 pp | USD9.34 +0.0% | 4 qtrs — |
| 87 | DEUTSCHE BANK AG\ | 14.6K +1.5K (+11.2%) | 136.8K -37.8K (-21.6%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD19.82 -52.9% | 11 qtrs — |
| 88 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 14.3K -61.3K (-81.1%) | 133.9K -868.7K (-86.6%) | 0.01% -0.039 pp | 0.00% -0.003 pp | USD13.25 -29.5% | 2 qtrs — |
| 89 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13.9K -748.0 (-5.1%) | 130.2K -64.4K (-33.1%) | 0.01% 0.000 pp | 0.00% 0.000 pp | USD17.36 -46.2% | 8 qtrs — |
| 90 | STATE OF WYOMING | 13.8K -19.5K (-58.5%) | 129.2K -312.7K (-70.8%) | 0.01% -0.012 pp | 0.01% -0.036 pp | USD10.40 -10.2% | 3 qtrs — |
| 91 | GAGNON SECURITIES LLC | 13.8K +— (+0.0%) | 128.6K -53.8K (-29.5%) | 0.01% +0.000 pp | 0.03% -0.010 pp | USD13.25 -29.5% | 2 qtrs — |
| 92 | CI PRIVATE WEALTH, LLC | 13.7K +13.7K (+100.0%) | 127.9K +127.9K (+100.0%) | 0.01% +0.009 pp | 0.00% +0.000 pp | USD9.34 +0.0% | 1 qtrs NEW |
| 93 | MERCER GLOBAL ADVISORS INC /ADV | 13.1K -1.4K (-9.5%) | 122.8K -69.6K (-36.2%) | 0.01% -0.001 pp | 0.00% 0.000 pp | USD13.25 -29.5% | 2 qtrs — |
| 94 | DRW SECURITIES, LLC | 13.1K -22.3K (-63.1%) | 122.1K -348.7K (-74.1%) | 0.01% -0.014 pp | 0.00% -0.005 pp | USD13.25 -29.5% | 2 qtrs — |
| 95 | JANUS HENDERSON GROUP PLC | 12.5K +— (+0.0%) | 116.9K -48.8K (-29.4%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD10.25 -8.9% | 5 qtrs — |
| 96 | QUEST PARTNERS LLC | 12.3K -19.4K (-61.3%) | 114.5K -305.0K (-72.7%) | 0.01% -0.012 pp | 0.01% -0.021 pp | USD7.89 +18.4% | 5 qtrs — |
| 97 | NEW YORK STATE COMMON RETIREMENT FUND | 12.2K +— (+0.0%) | 114.1K -47.8K (-29.5%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD14.19 -34.2% | 10 qtrs — |
| 98 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 12.0K +12.0K (+100.0%) | 111.9K +111.9K (+100.0%) | 0.01% +0.008 pp | 0.00% +0.002 pp | USD9.34 +0.0% | 1 qtrs NEW |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | State Street SPDR S&P Retail ETF XRT | 0.73% | 3.19M | 0.35% |
| 2 | KraneShares Man Buyout Beta Index ETF BUYO | 0.18% | 29.2K | 0.89% |
| 3 | Direxion Daily Retail Bull 3X Shares RETL | 0.15% | 47.2K | 0.96% |
| 4 | Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT | 0.08% | 9.2K | 0.29% |
| 5 | WisdomTree U.S. SmallCap Fund EES | 0.07% | 513.2K | 0.38% |
| 6 | U.S. Small Cap Growth Portfolio: ETF Class Shares DUSG | 0.06% | 1.10M | 0.33% |
| 7 | Franklin U.S. Small Cap Multifactor Index ETF FLQS | 0.04% | 19.0K | 0.35% |
| 8 | U.S. Micro Cap Portfolio ETF DFMC | 0.03% | 2.67M | 0.43% |
| 9 | iShares Russell 2000 Growth ETF IWO | 0.02% | 3.46M | 0.24% |
| 10 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.02% | 235.5K | 0.20% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-16 | Medway Richard A. | Officer | A-Award | A | Restricted Stock Units | 35,000 | 0.00 | — | 35,000 | D | ↗ |
| 2026-03-13 | Walsh Mark T. | Director / Officer | A-Award | A | Restricted Stock Units | 80,901 | 0.00 | — | 80,901 | D | ↗ |
| 2026-03-13 | Tanious Jubran N. | Officer | A-Award | A | Restricted Stock Units | 16,418 | 0.00 | — | 16,418 | D | ↗ |
| 2026-03-13 | Medway Richard A. | Officer | A-Award | A | Restricted Stock Units | 15,675 | 0.00 | — | 15,675 | D | ↗ |
| 2026-03-13 | Maher Michael W | Officer | A-Award | A | Restricted Stock Units | 15,704 | 0.00 | — | 15,704 | D | ↗ |
| 2026-03-13 | Hunsinger T. Charles | Officer | A-Award | A | Restricted Stock Units | 12,363 | 0.00 | — | 12,363 | D | ↗ |
| 2026-03-13 | Geisser Melinda L. | Officer | A-Award | A | Restricted Stock Units | 14,176 | 0.00 | — | 14,176 | D | ↗ |
| 2026-03-12 | Walsh Mark T. | Director / Officer | M-Exempt | D | Restricted Stock Units | 93,764 | 0.00 | — | 187,529 | D | ↗ |
| 2026-03-12 | Tanious Jubran N. | Officer | F-InKind | D | Common Stock | 7,218 | 8.03 | 58.0K | 176,754 | D | ↗ |
| 2026-03-12 | Medway Richard A. | Officer | A-Award | A | Stock Options (Right to Purchase) | 83,120 | 7.80 | 648.3K | 83,120 | D | ↗ |
| 2026-03-12 | Maher Michael W | Officer | A-Award | A | Restricted Stock Units | 51,282 | 0.00 | — | 51,282 | D | ↗ |
| 2026-03-12 | Hunsinger T. Charles | Officer | F-InKind | D | Common Stock | 5,131 | 8.03 | 41.2K | 27,389 | D | ↗ |
| 2026-03-12 | Geisser Melinda L. | Officer | A-Award | A | Stock Options (Right to Purchase) | 57,544 | 7.80 | 448.8K | 57,544 | D | ↗ |
| 2026-03-11 | Tanious Jubran N. | Officer | M-Exempt | A | Common Stock | 100,000 | 1.41 | 141.0K | 199,712 | D | ↗ |
| 2026-02-24 | Ames Brian | Director | M-Exempt | A | Common Stock | 9,090 | 0.00 | — | 9,090 | D | ↗ |
| 2025-12-18 | Tanious Jubran N. | Officer | M-Exempt | A | Common Stock | 24,476 | 1.41 | 34.5K | 24,518 | D | ↗ |
| 2025-11-24 | Ames Brian | Director | A-Award | A | Restricted Stock Unit | 9,090 | 0.00 | — | 9,090 | D | ↗ |
| 2025-09-26 | Medway Richard A. | Officer | M-Exempt | D | Option (Right to Purchase) | 20,000 | 1.41 | 28.2K | 364,256 | D | ↗ |
| 2025-09-26 | Geisser Melinda L. | Officer | M-Exempt | D | Option (Right to Purchase) | 20,000 | 1.41 | 28.2K | 488,373 | D | ↗ |
| 2025-09-24 | Walsh Mark T. | Director / Officer | S-Sale | D | Common Stock | 34,184 | 13.08 | 447.0K | 0 | D | ↗ |
| 2025-09-24 | Medway Richard A. | Officer | S-Sale | D | Common Stock | 9,052 | 13.04 | 118.1K | 0 | D | ↗ |
| 2025-09-18 | Walsh Mark T. | Director / Officer | M-Exempt | A | Common Stock | 2,100 | 1.41 | 3.0K | 2,100 | D | ↗ |
| 2025-09-18 | Medway Richard A. | Officer | S-Sale | D | Common Stock | 1,200 | 12.99 | 15.6K | 0 | D | ↗ |
| 2025-09-17 | Walsh Mark T. | Director / Officer | S-Sale | D | Common Stock | 3,970 | 13.01 | 51.7K | 0 | D | ↗ |
| 2025-09-17 | Medway Richard A. | Officer | M-Exempt | D | Option (Right to Purchase) | 3,615 | 1.41 | 5.1K | 394,508 | D | ↗ |
| 2025-09-11 | Walsh Mark T. | Director / Officer | S-Sale | D | Common Stock | 4,096 | 13.02 | 53.3K | 0 | D | ↗ |
| 2025-09-11 | Medway Richard A. | Officer | S-Sale | D | Common Stock | 1,333 | 13.03 | 17.4K | 0 | D | ↗ |
| 2025-09-05 | Walsh Mark T. | Director / Officer | S-Sale | D | Common Stock | 5,650 | 13.00 | 73.5K | 0 | D | ↗ |
| 2025-09-05 | Medway Richard A. | Officer | S-Sale | D | Common Stock | 2,300 | 13.00 | 29.9K | 0 | D | ↗ |
| 2025-09-05 | Geisser Melinda L. | Officer | M-Exempt | A | Common Stock | 14,000 | 1.41 | 19.7K | 14,000 | D | ↗ |
| 2025-09-02 | Medway Richard A. | Officer | M-Exempt | D | Option (Right to Purchase) | 17,500 | 1.41 | 24.7K | 401,756 | D | ↗ |
| 2025-09-02 | Geisser Melinda L. | Officer | M-Exempt | D | Option (Right to Purchase) | 14,000 | 1.41 | 19.7K | 522,373 | D | ↗ |
| 2025-08-29 | Medway Richard A. | Officer | M-Exempt | A | Common Stock | 15,000 | 1.41 | 21.2K | 15,000 | D | ↗ |
| 2025-08-29 | Geisser Melinda L. | Officer | S-Sale | D | Common Stock | 12,000 | 11.98 | 143.8K | 0 | D | ↗ |
| 2025-08-25 | Woods Duane C. | Director | M-Exempt | A | Common Stock | 9,433 | 0.00 | — | 85,588 | D | ↗ |
| 2025-08-25 | Ames Brian | Director | A-Award | A | Restricted Stock Unit | 9,015 | 0.00 | — | 9,015 | D | ↗ |
| 2025-08-15 | ALLEN WILLIAM T | Director | M-Exempt | D | Option (Right to Purchase) | 12,402 | 1.41 | 17.5K | 43,820 | D | ↗ |
| 2025-08-07 | Woods Duane C. | Director | M-Exempt | D | Option (Right to Purchase) | 19,016 | 1.41 | 26.8K | 24,804 | D | ↗ |
| 2025-08-04 | Medway Richard A. | Officer | M-Exempt | D | Option (Right to Purchase) | 15,000 | 1.41 | 21.2K | 434,256 | D | ↗ |
| 2025-08-04 | Geisser Melinda L. | Officer | M-Exempt | D | Option (Right to Purchase) | 7,824 | 1.41 | 11.0K | 548,373 | D | ↗ |
| 2025-08-01 | Medway Richard A. | Officer | S-Sale | D | Common Stock | 45,735 | 11.04 | 505.1K | 0 | D | ↗ |
| 2025-08-01 | Geisser Melinda L. | Officer | S-Sale | D | Common Stock | 4,176 | 11.48 | 47.9K | 0 | D | ↗ |
| 2025-07-31 | Medway Richard A. | Officer | M-Exempt | D | Option (Right to Purchase) | 2,637 | 1.41 | 3.7K | 494,991 | D | ↗ |
| 2025-07-24 | Maher Michael W | Officer | A-Award | A | Restricted Stock Unit | 97,370 | 0.00 | — | 97,370 | D | ↗ |
| 2025-07-23 | Medway Richard A. | Officer | M-Exempt | A | Common Stock | 4,228 | 1.41 | 6.0K | 4,228 | D | ↗ |
| 2025-07-22 | Medway Richard A. | Officer | M-Exempt | D | Option (Right to Purchase) | 600 | 1.41 | 846.00 | 501,856 | D | ↗ |
| 2025-07-18 | Medway Richard A. | Officer | M-Exempt | D | Option (Right to Purchase) | 1,800 | 1.41 | 2.5K | 502,456 | D | ↗ |
| 2025-07-03 | Medway Richard A. | Officer | S-Sale | D | Common Stock | 17,619 | 10.65 | 187.6K | 0 | D | ↗ |
| 2025-07-03 | Geisser Melinda L. | Officer | M-Exempt | D | Option (Right to Purchase) | 12,000 | 1.41 | 16.9K | 596,373 | D | ↗ |
| 2025-06-11 | ARES MANAGEMENT LLC | 10% Owner | S-Sale | D | Common Stock | 2,250,000 | 8.86 | 19.93M | 117,449,188 | I | ↗ |
| 2025-06-05 | Maher Michael W | Officer | M-Exempt | D | Restricted Stock Unit | 7,256 | 0.00 | — | 14,514 | D | ↗ |
| 2025-06-04 | Woods Duane C. | Director | A-Award | A | Restricted Stock Unit | 12,206 | 0.00 | — | 12,206 | D | ↗ |
| 2025-06-04 | Pipes Kristy | Director | A-Award | A | Restricted Stock Unit | 12,206 | 0.00 | — | 12,206 | D | ↗ |
| 2025-06-04 | OFarrell Susan C | Director | A-Award | A | Restricted Stock Unit | 12,206 | 0.00 | — | 12,206 | D | ↗ |
| 2025-06-04 | Konold Aina E. | Director | A-Award | A | Restricted Stock Unit | 12,206 | 0.00 | — | 12,206 | D | ↗ |
| 2025-06-04 | Collver Robyn A. | Director | A-Award | A | Restricted Stock Unit | 12,206 | 0.00 | — | 12,206 | D | ↗ |
| 2025-06-04 | ALLEN WILLIAM T | Director | M-Exempt | D | Restricted Stock Unit | 9,433 | 0.00 | — | 0 | D | ↗ |
| 2025-05-16 | ARES MANAGEMENT LLC | 10% Owner | S-Sale | D | Common Stock | 14,960,000 | 8.86 | 132.50M | 119,699,188 | I | ↗ |
| 2025-05-15 | Walsh Mark T. | Director / Officer | M-Exempt | D | Option (Right to Purchase) | 40,000 | 1.41 | 56.4K | 2,114,456 | D | ↗ |
| 2025-05-12 | Medway Richard A. | Officer | M-Exempt | D | Option (Right to Purchase) | 604 | 1.41 | 851.64 | 521,875 | D | ↗ |
| 2025-05-08 | Medway Richard A. | Officer | M-Exempt | D | Option (Right to Purchase) | 16,490 | 1.41 | 23.3K | 522,479 | D | ↗ |
| 2025-03-12 | Walsh Mark T. | Director / Officer | A-Award | A | Restricted Stock Unit | 281,293 | 0.00 | — | 281,293 | D | ↗ |
| 2025-03-12 | Tanious Jubran N. | Officer | A-Award | A | Option (Right to Purchase) | 201,342 | 7.11 | 1.43M | 201,342 | D | ↗ |
| 2025-03-12 | Medway Richard A. | Officer | A-Award | A | Option (Right to Purchase) | 100,671 | 7.11 | 715.8K | 100,671 | D | ↗ |
| 2025-03-12 | Maher Michael W | Officer | A-Award | A | Option (Right to Purchase) | 134,228 | 7.11 | 954.4K | 134,228 | D | ↗ |
| 2025-03-12 | Hunsinger T. Charles | Officer | A-Award | A | Option (Right to Purchase) | 83,892 | 7.11 | 596.5K | 83,892 | D | ↗ |
| 2025-03-12 | Geisser Melinda L. | Officer | A-Award | A | Restricted Stock Unit | 31,645 | 0.00 | — | 31,645 | D | ↗ |
| 2025-03-07 | Hunsinger T. Charles | Officer | P-Purchase | A | Common Stock | 6,000 | 7.25 | 43.5K | 14,100 | D | ↗ |
| 2025-02-21 | Tanious Jubran N. | Officer | P-Purchase | A | Common Stock | 42 | 9.45 | 400.00 | 42 | D | ↗ |
| 2025-02-13 | Medway Richard A. | Officer | M-Exempt | D | Option (Right to Purchase) | 4,800 | 1.41 | 6.8K | 538,969 | D | ↗ |
| 2025-01-27 | Medway Richard A. | Officer | M-Exempt | D | Option (Right to Purchase) | 1,600 | 1.41 | 2.3K | 543,769 | D | ↗ |
| 2025-01-21 | Medway Richard A. | Officer | M-Exempt | D | Option (Right to Purchase) | 4,800 | 1.41 | 6.8K | 545,369 | D | ↗ |
| 2024-12-10 | Walsh Mark T. | Director / Officer | M-Exempt | A | Common Stock | 60,000 | 1.41 | 84.6K | 60,000 | D | ↗ |
| 2024-12-09 | Medway Richard A. | Officer | M-Exempt | D | Option (Right to Purchase) | 15,000 | 1.41 | 21.2K | 550,169 | D | ↗ |
| 2024-11-14 | Medway Richard A. | Officer | M-Exempt | D | Option (Right to Purchase) | 19,500 | 1.41 | 27.5K | 565,169 | D | ↗ |
| 2024-11-12 | Tanious Jubran N. | Officer | S-Sale | D | Common Stock | 7,889 | 10.31 | 81.3K | 0 | D | ↗ |
| 2024-06-14 | Woods Duane C. | Director | M-Exempt | A | Common Stock | 6,957 | 3.16 | 22.0K | 53,037 | — | ↗ |
| 2024-06-05 | Woods Duane C. | Director | A-Award | A | Restricted Stock Unit | 9,433 | 0.00 | — | 9,433 | — | ↗ |
| 2024-06-05 | Pipes Kristy | Director | M-Exempt | D | Restricted Stock Unit | 7,222 | 0.00 | — | 0 | — | ↗ |
| 2024-06-05 | OFarrell Susan C | Director | M-Exempt | D | Restricted Stock Unit | 5,969 | 0.00 | — | 0 | — | ↗ |
| 2024-06-05 | Maher Michael W | Officer | A-Award | A | Option (Right to Purchase) | 45,523 | 13.78 | 627.3K | 45,523 | — | ↗ |
| 2024-06-05 | Konold Aina E. | Director | M-Exempt | A | Common Stock | 7,222 | 0.00 | — | 7,222 | — | ↗ |
| 2024-06-05 | Collver Robyn A. | Director | F-InKind | D | Common Stock | 2,906 | 13.62 | 39.6K | 4,316 | — | ↗ |
| 2024-06-05 | ALLEN WILLIAM T | Director | A-Award | A | Restricted Stock Unit | 9,433 | 0.00 | — | 9,433 | — | ↗ |
| 2024-05-13 | Maher Michael W | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-04-08 | Walsh Mark T. | Director / Officer | M-Exempt | D | Option (Right to Purchase) | 17,000 | 1.41 | 24.0K | 2,214,456 | — | ↗ |
| 2024-04-03 | Medway Richard A. | Officer | M-Exempt | A | Common Stock | 2,850 | 1.41 | 4.0K | 2,850 | — | ↗ |
| 2024-04-03 | Geisser Melinda L. | Officer | M-Exempt | D | Option (Right to Purchase) | 2,000 | 1.41 | 2.8K | 608,373 | — | ↗ |
| 2024-04-01 | Walsh Mark T. | Director / Officer | M-Exempt | D | Option (Right to Purchase) | 17,000 | 1.41 | 24.0K | 2,231,456 | — | ↗ |
| 2024-04-01 | Tanious Jubran N. | Officer | M-Exempt | D | Option (Right to Purchase) | 10,000 | 1.41 | 14.1K | 580,709 | — | ↗ |
| 2024-03-27 | Medway Richard A. | Officer | S-Sale | D | Common Stock | 5,700 | 18.98 | 108.2K | 0 | — | ↗ |
| 2024-03-27 | Geisser Melinda L. | Officer | S-Sale | D | Common Stock | 4,000 | 18.98 | 75.9K | 0 | — | ↗ |
| 2024-03-26 | Walsh Mark T. | Director / Officer | M-Exempt | D | Option (Right to Purchase) | 17,000 | 1.41 | 24.0K | 2,248,456 | — | ↗ |
| 2024-03-21 | Walsh Mark T. | Director / Officer | M-Exempt | D | Option (Right to Purchase) | 2,793 | 1.41 | 3.9K | 2,265,456 | — | ↗ |
| 2024-03-18 | Walsh Mark T. | Director / Officer | M-Exempt | A | Common Stock | 4,512 | 1.41 | 6.4K | 4,512 | — | ↗ |
| 2024-03-13 | Medway Richard A. | Officer | M-Exempt | D | Option (Right to Purchase) | 43,154 | 1.41 | 60.8K | 593,219 | — | ↗ |
| 2024-03-13 | Geisser Melinda L. | Officer | M-Exempt | D | Option (Right to Purchase) | 22,000 | 1.41 | 31.0K | 614,373 | — | ↗ |
| 2024-03-12 | Walsh Mark T. | Director / Officer | A-Award | A | Restricted Stock Unit | 101,522 | 0.00 | — | 101,522 | — | ↗ |
| 2024-03-12 | Tanious Jubran N. | Officer | A-Award | A | Restricted Stock Unit | 25,380 | 0.00 | — | 25,380 | — | ↗ |
| 2024-03-12 | Stasz Jay | Officer | A-Award | A | Restricted Stock Unit | 15,228 | 0.00 | — | 15,228 | — | ↗ |
| 2024-03-12 | Medway Richard A. | Officer | A-Award | A | Restricted Stock Unit | 15,228 | 0.00 | — | 15,228 | — | ↗ |
| 2024-03-12 | Hunsinger T. Charles | Officer | A-Award | A | Option (Right to Purchase) | 41,753 | 19.70 | 822.5K | 41,753 | — | ↗ |
| 2024-03-12 | Geisser Melinda L. | Officer | A-Award | A | Restricted Stock Unit | 10,406 | 0.00 | — | 10,406 | — | ↗ |
| 2024-03-12 | Estes Scott Anson | Officer | A-Award | A | Option (Right to Purchase) | 10,647 | 19.70 | 209.7K | 10,647 | — | ↗ |
| 2024-03-01 | Tanious Jubran N. | Officer | S-Sale | D | Common Stock | 20,000 | 20.67 | 413.4K | 0 | — | ↗ |
| 2024-02-26 | Smith Jordan Michael | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-02-12 | Tanious Jubran N. | Officer | M-Exempt | D | Option (Right to Purchase) | 5,000 | 1.41 | 7.1K | 600,709 | — | ↗ |
| 2024-02-01 | Tanious Jubran N. | Officer | M-Exempt | A | Common Stock | 5,000 | 1.41 | 7.1K | 5,000 | — | ↗ |
| 2024-01-25 | ALLEN WILLIAM T | Director | M-Exempt | A | Common Stock | 26,075 | 1.41 | 36.8K | 26,075 | — | ↗ |
| 2024-01-24 | Tanious Jubran N. | Officer | S-Sale | D | Common Stock | 10,000 | 18.00 | 180.0K | 0 | — | ↗ |
| 2024-01-24 | ALLEN WILLIAM T | Director | M-Exempt | D | Option (Right to Purchase) | 381 | 1.41 | 537.21 | 82,297 | — | ↗ |
| 2023-11-16 | Hunsinger T. Charles | Officer | P-Purchase | A | Common Stock | 8,100 | 12.18 | 98.7K | 8,100 | — | ↗ |
| 2023-10-16 | OFarrell Susan C | Director | A-Award | A | Restricted Stock Unit | 5,969 | 0.00 | — | 5,969 | — | ↗ |
| 2023-07-03 | ARES MANAGEMENT LLC | 10% Owner | S-Sale | D | Common Stock | 6,885,415 | 16.79 | 115.57M | 134,659,188 | — | ↗ |
| 2023-06-28 | Woods Duane C. | Director | — | D | Option (Right to Purchase) | 17,838 | 3.16 | 56.4K | 0 | — | ↗ |
| 2023-06-28 | Walsh Mark T. | Director / Officer | — | D | Option (Right to Purchase) | 2,272,761 | 1.41 | 3.20M | 0 | — | ↗ |
| 2023-06-28 | Tanious Jubran N. | Officer | — | D | Option (Right to Purchase) | 156,972 | 3.16 | 496.0K | 0 | — | ↗ |
| 2023-06-28 | Stasz Jay | Officer | — | D | Option (Right to Purchase) | 428,105 | 14.72 | 6.30M | 0 | — | ↗ |
| 2023-06-28 | Rosen Aaron Marc | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-06-28 | Pipes Kristy | Director | — | D | Option (Right to Purchase) | 46,378 | 12.62 | 585.3K | 0 | — | ↗ |
| 2023-06-28 | Medway Richard A. | Officer | — | D | Option (Right to Purchase) | 47,092 | 15.45 | 727.6K | 0 | — | ↗ |
| 2023-06-28 | Konold Aina E. | Director | — | D | Option (Right to Purchase) | 15,219 | 13.57 | 206.5K | 0 | — | ↗ |
| 2023-06-28 | Hunsinger T. Charles | Officer | — | D | Option (Right to Purchase) | 71,304 | 13.57 | 967.6K | 0 | — | ↗ |
| 2023-06-28 | Geisser Melinda L. | Officer | — | D | Option (Right to Purchase) | 99,891 | 3.16 | 315.7K | 0 | — | ↗ |
| 2023-06-28 | GRAVES SCOTT L | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-06-28 | Estes Scott Anson | Officer | — | D | Option (Right to Purchase) | 321,079 | 6.66 | 2.14M | 0 | — | ↗ |
| 2023-06-28 | Collver Robyn A. | Director | A-Award | A | Restricted Stock Unit | 7,222 | 0.00 | — | 7,222 | — | ↗ |
| 2023-06-28 | ARES MANAGEMENT LLC | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 141,544,603 | — | ↗ |
| 2023-06-28 | ALLEN WILLIAM T | Director | — | D | Option (Right to Purchase) | 17,838 | 3.16 | 56.4K | 0 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Mark Walsh, Chief Executive Officer | 1,000.0K | — | 2.64M | 2.00M | 187.5K | 16.7K | 5.84M | 79.39% | ↗ |
| 2 | 2025 | Michael Maher, Chief Financial Officer | 545.2K | — | 1.52M | 400.0K | 206.3K | 6.3K | 2.68M | 71.74% | ↗ |
| 3 | 2025 | Jubran Tanious, President and Chief Operating Officer | 569.4K | — | 729.4K | 600.0K | 215.6K | 9.8K | 2.12M | 62.58% | ↗ |
| 4 | 2025 | Richard Medway, General Counsel, Chief Compliance & Sustainability Officer and Secretary | 545.8K | — | 423.5K | 300.0K | 205.9K | 12.2K | 1.49M | 48.64% | ↗ |
| 5 | 2025 | Mindy Geisser, Chief People Services Officer | 496.5K | — | 336.7K | 225.0K | 186.2K | 14.6K | 1.26M | 44.62% | ↗ |
| 6 | 2024 | Mark Walsh, Chief Executive Officer | 993.1K | — | 2.00M | 2.00M | 100.0K | 100.00 | 5.09M | 78.54% | ↗ |
| 7 | 2024 | Jubran Tanious, President and Chief Operating Officer | 540.7K | — | 500.0K | 500.0K | 40.9K | 13.9K | 1.60M | 62.67% | ↗ |
| 8 | 2024 | Charles Hunsinger, Chief Information Officer | 417.9K | — | 400.0K | 400.0K | 31.5K | 13.9K | 1.26M | 63.33% | ↗ |
| 9 | 2024 | Richard Medway, General Counsel, Chief Compliance & Sustainability Officer and Secretary | 529.4K | — | 300.0K | 300.0K | 39.9K | 13.9K | 1.18M | 50.71% | ↗ |
| 10 | 2024 | Jay Stasz, Former Chief Financial Officer and Treasurer | 328.8K | — | 300.0K | 300.0K | 23.3K | 218.7K | 1.17M | 51.25% | ↗ |
| 11 | 2024 | Mindy Geisser, Chief People Services Officer | 493.7K | — | 205.0K | 205.0K | 37.2K | 13.9K | 954.8K | 42.94% | ↗ |
| 12 | 2024 | Michael Maher, Chief Financial Officer | 313.0K | — | 300.0K | 300.0K | 25.1K | 100.00 | 938.1K | 63.96% | ↗ |
| 13 | 2024 | Michael Maher, Chief Financial Officer and Treasurer | 313.0K | — | 300.0K | 300.0K | 25.1K | 100.00 | 938.1K | 63.96% | ↗ |
| 14 | 2023 | Mark Walsh, Chief Executive Officer | 956.9K | 8.18M | — | — | 993.0K | 100.00 | 10.13M | 0.00% | ↗ |
| 15 | 2023 | Jubran Tanious, President and Chief Operating Officer | 517.6K | 2.27M | — | — | 401.5K | 13.3K | 3.20M | 0.00% | ↗ |
| 16 | 2023 | Richard Medway, General Counsel, Chief Compliance & Sustainability Officer and Secretary | 513.0K | 1.66M | — | 307.0K | 399.3K | 13.3K | 2.89M | 10.62% | ↗ |
| 17 | 2023 | Jay Stasz, Former Chief Financial Officer and Treasurer | 487.8K | 275.0K | 621.1K | 653.4K | 378.2K | 100.00 | 2.42M | 52.76% | ↗ |
| 18 | 2023 | Jay Stasz, Chief Financial Officer | 487.8K | 275.0K | 621.1K | 653.4K | 378.2K | 100.00 | 2.42M | 52.76% | ↗ |
| 19 | 2023 | Mindy Geisser, Chief People Services Officer | 478.5K | 1.36M | — | — | 372.4K | 13.3K | 2.23M | 0.00% | ↗ |
| 20 | 2023 | Charles Hunsinger, Chief Information Officer | 406.5K | 50.0K | 465.8K | 417.8K | 315.2K | 100.00 | 1.66M | 53.38% | ↗ |
| 21 | 2022 | Mark Walsh, Chief Executive Officer | 921.8K | 2.17M | — | — | 1.15M | 100.00 | 4.24M | 0.00% | ↗ |
| 22 | 2022 | Jay Stasz, Chief Financial Officer | 203.1K | — | — | 3.02M | 204.2K | 100.00 | 3.43M | 88.11% | ↗ |
| 23 | 2022 | Jay Stasz, Former Chief Financial Officer and Treasurer | 203.1K | — | — | 3.02M | 204.2K | 100.00 | 3.43M | 88.11% | ↗ |
| 24 | 2022 | Charles Hunsinger, Chief Information Officer | 53.8K | 50.0K | — | 1.61M | 63.2K | 100.00 | 1.77M | 90.57% | ↗ |
| 25 | 2022 | Jubran Tanious, President and Chief Operating Officer | 468.2K | 602.0K | — | — | 439.4K | 12.3K | 1.52M | 0.00% | ↗ |
| 26 | 2022 | Richard Medway, General Counsel, Chief Compliance & Sustainability Officer and Secretary | 493.1K | 439.9K | — | — | 462.2K | 12.3K | 1.41M | 0.00% | ↗ |
| 27 | 2021 | Mark Walsh, Chief Executive Officer | 897.4K | — | — | — | 1.80M | 5.2K | 2.70M | 0.00% | ↗ |
| 28 | 2021 | Richard Medway, General Counsel, Chief Compliance & Sustainability Officer and Secretary | 474.2K | 10.1K | — | — | 715.5K | 100.00 | 1.20M | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Mark T. Walsh | Chief Executive Officer, President & Director | 1M | male |
| Jubran Tanious | President & Chief Operating Officer | 794.8K | male |
| Richard Medway | General Counsel, Chief Compliance & Sustainability Officer, & Secretary | 763.8K | male |
| Michael W. Maher | CFO & Treasurer | 757.8K | male |
| Mindy Geisser | Chief People Services Officer | 697.2K | female |
| Charles Hunsinger | Chief Information Officer | 463.3K | male |
| Sara Gaugl | Vice President of Marketing & Communications | — | female |
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Community Opinion for SVV
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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