Subscribe

Savers Value Village, Inc. (SVV)

USD10.16 -0.25 (-2.40%)
US NYSE Consumer Cyclical Specialty Retail
Address 11400 S.E. 6th Street 98004
Bellevue, WA, US
CEO Mark T. Walsh
Website savers.com
IPO 2023-06-29
CIK 1883313 ISIN US80517M1099

Explore sections of this company profile

Description

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.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD10.16 -0.25 (-2.40%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
1M
Beta
1.33
Float Shares
38.01M
Free Float %
24.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.72% -8.06% -8.29% -31.96% -10.18% -20.66% -34.42% -67.66% -67.66% -67.66% -67.66%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (7 ratings, all time) Buy
Price Targets & DCF
Current price
10.16
Low 12.00 +18.1%
Consensus 15.33 +50.9%
Median 15.00 +47.6%
High 19.00 +87.0%
DCF (Unlevered) 7.21 -29.1%
DCF (Levered) 4.43 -56.4%

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

Ratings Trend (MoM) 73% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 8 0
Hold 3 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 3
17.67
+73.9%
All Time 10
14.80
+45.7%
Quality scores
Altman Z-Score
1.27
Distress
Piotroski F-Score
8 / 9
Strong
MOAT Score
3 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth 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)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.31) × ERP
WACC = 67% × Ke + 33% × Kd (10.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 7.28 Current price: 10.16
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric 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
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-04 Piper Sandler Neutral Neutral Maintain
Historical Ratings (3M)
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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
118.75M
OE per share TTM
0.74
Owner's Yield
8.95%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
37.8%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
26
Total invested
2.66M
Insider transactions (90d)
0
Beneficial owners (>5%)
1
Beneficial owners (>5%)
# 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)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
26
-125 vs prev Q
New positions
4
Closed positions
127
Increased
14
Reduced
6
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 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
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 85 ETFs in our universe
# 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

Insider Activity — Latest Quarter
Ratio by transactions
0.67
Neutral
Ratio by volume
0.71
Neutral
Buys
2
Sells
3
Shares acquired
109.1K
Shares disposed
154.1K
Cash buys
Cash sales
1.00
Net activity
-45,000
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-16 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

Top executives
EBIT / Employee
4.6K
Shares Outstanding
155.06M

Executive compensation

Executive compensation (annual)
# 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%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-27 DEFA14A
2026-04-27 DEF 14A
2025-04-21 DEFA14A
2025-04-21 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-05-06 10-Q
2026-04-27 DEFA14A
2026-04-27 DEF 14A
2026-04-27 ARS
2026-03-31 4/A
2026-03-18 4
2026-03-16 4
2026-03-16 4
2026-03-16 4

Executive team

NameTitleCompensationGender
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
ESG Rating
B
SPECIALTY RETAIL
Rank: 41 out of 98
2026
E (Environmental)
20.3 / 59.7
Company / Sector avg.
S (Social)
34.0 / 56.1
Company / Sector avg.
G (Governance)
42.4 / 56.1
Company / Sector avg.
ESG Total
32.3 / 57.3
Company / Sector avg.
ESG Score History SPECIALTY RETAIL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

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.

Dividend history

Earnings history

Earnings reports

Stock splits