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Latham Group, Inc. (SWIM)

USD6.41 +0.07 (+1.10%)
US NASDAQ Industrials Construction
Address 787 Watervliet Shaker Road 12110
Latham, NY, US
CEO Sean Gadd
IPO 2021-04-23
CIK 1833197 ISIN US51819L1070

Explore sections of this company profile

Description

Latham Group, Inc. is a company that focuses on the creation, manufacturing, and distribution of residential in-ground swimming pools. Its market presence spans North America, Australia, and New Zealand. The firm's product range encompasses various types of in-ground swimming pools, along with essential accompanying items like pool covers and liners. Originally incorporated in 2018 under the name Latham Topco, Inc., the company officially adopted its current identity, Latham Group, Inc., in March 2021. Its corporate headquarters are situated in Latham, New York.

News Sentiment (7d)
73 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD6.41 +0.07 (+1.10%)
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Volume Profile
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Liquidity & share structure
Average Volume
740.4K
Beta
1.66
Float Shares
49.73M
Free Float %
42.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-6.70% -14.80% -12.87% -24.09% -26.54% -21.10% -24.89% +50.45% -82.52% -81.61% -81.61%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (8 ratings, all time) Buy
Price Targets & DCF
Current price
6.41
Low 7.00 +9.2%
Consensus 8.25 +28.7%
Median 8.25 +28.7%
High 9.50 +48.2%
DCF (Unlevered) 0.65 -89.9%
DCF (Levered) 4.99 -22.2%

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) 63% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 5 0
Hold 1 0
Sell 1 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
9.50
+48.2%
Last Year 4
8.31
+29.6%
All Time 17
10.13
+58.0%
Quality scores
Altman Z-Score
1.66
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Construction: +2.5%
    +7.4% Q1'26: +5.3% (vs Q1'25)
  • EPS growth Construction: +11.1%
    +161.9% Q1'26: -46.0% (vs Q1'25)
  • FCF margin FCF growth · Construction: +30.9%
    +0.1% Q1'26: -49.6% (vs Q1'25)
  • EBIT margin Construction: +8.5%
    +5.8% Q1'26: -3.0% (vs Q1'25)
  • ROIC Construction: +6.4%
    +7.1% Q1'26: -2.6% (vs Q1'25)
  • Share dilution Construction: +0.4%
    +3.8% Q1'26: +0.9% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Construction: 0.05×
    0.42× Q1'26: 0.88× (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 (1.72) × ERP
WACC = 95% × Ke + 5% × Kd (74.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 0.64 Current price: 6.41
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
5 Rev. Ana.
3 EPS Ana.
Dec 2027
5 Rev. Ana.
3 EPS Ana.
Dec 2028
3 Rev. Ana.
1 EPS Ana.
Revenue
630.46M
est: 620.43M (+1.6%)
695.74M
est: 689.49M (+0.9%)
566.49M
est: 522.40M (+8.4%)
508.52M
est: 506.32M (+0.4%)
545.91M
est: 541.76M (+0.8%)
590.69M
589.69M – 591.68M
+9.0% YoY
628.85M
622.98M – 636.45M
+6.5% YoY
664.54M
664.54M – 664.54M
+5.7% YoY
EBITDA
3.13M
est: 63.50M (-95.1%)
79.62M
est: 70.57M (+12.8%)
61.61M
est: 52.21M (+18.0%)
60.55M
est: 50.60M (+19.7%)
83.24M
est: 54.14M (+53.7%)
59.03M
58.93M – 59.13M
+9.0% YoY
62.85M
62.26M – 63.61M
+6.5% YoY
66.42M
66.42M – 66.42M
+5.7% YoY
EBIT
-29.10M
est: 22.78M (-227.7%)
41.45M
est: 25.31M (+63.7%)
20.86M
est: 14.66M (+42.3%)
16.10M
est: 14.21M (+13.3%)
31.89M
est: 15.20M (+109.7%)
16.58M
16.55M – 16.60M
+9.0% YoY
17.65M
17.48M – 17.86M
+6.5% YoY
18.65M
18.65M – 18.65M
+5.7% YoY
Net Income
-62.35M
est: 62.19M (-200.3%)
-5.69M
est: 59.17M (-109.6%)
-2.39M
est: 12.25M (-119.5%)
-17.86M
est: 1.16M (-1,636.7%)
11.12M
est: 9.15M (+21.5%)
22.64M
17.67M – 27.61M
+147.4% YoY
31.80M
26.90M – 36.69M
+40.4% YoY
36.01M
35.51M – 36.51M
+13.3% YoY
SGA
217.78M
est: 145.96M (+49.2%)
146.84M
est: 162.21M (-9.5%)
110.30M
est: 124.20M (-11.2%)
108.36M
est: 120.38M (-10.0%)
122.57M
est: 128.81M (-4.8%)
140.44M
140.20M – 140.68M
+9.0% YoY
149.51M
148.12M – 151.32M
+6.5% YoY
158.00M
158.00M – 158.00M
+5.7% YoY
EPS
-0.56
est: 0.54 (-203.9%)
-0.05
est: 0.51 (-109.8%)
-0.02
est: 0.10 (-120.8%)
-0.15
est: 0.01 (-1,549.8%)
0.10
est: 0.08 (+25.4%)
0.19
0.15 – 0.23
+153.9% YoY
0.27
0.22 – 0.31
+37.1% YoY
0.30
0.30 – 0.30
+13.1% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-20 B of A Securities Underperform Underperform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B 3/5 4/5 2/5 3/5 3/5 1/5 4/5
2026-05-08 B 3/5 4/5 2/5 3/5 3/5 1/5 4/5
2026-05-07 B 3/5 4/5 2/5 3/5 3/5 1/5 4/5
2026-05-06 B 3/5 4/5 2/5 3/5 3/5 1/5 4/5
2026-05-05 B 3/5 4/5 2/5 3/5 3/5 1/5 4/5
2026-05-04 B- 2/5 4/5 2/5 3/5 1/5 1/5 3/5
2026-05-01 B- 2/5 4/5 2/5 3/5 1/5 1/5 3/5
2026-04-30 B- 2/5 4/5 2/5 3/5 1/5 1/5 3/5
2026-04-29 B- 3/5 4/5 2/5 4/5 1/5 1/5 3/5
2026-04-28 B- 3/5 4/5 2/5 4/5 1/5 1/5 3/5
2026-04-27 B- 2/5 3/5 2/5 4/5 1/5 1/5 3/5
2026-04-24 B- 2/5 3/5 2/5 4/5 1/5 1/5 3/5
2026-04-23 B- 2/5 3/5 2/5 4/5 1/5 1/5 3/5
2026-04-22 B- 2/5 3/5 2/5 4/5 1/5 1/5 3/5
2026-04-21 B- 2/5 3/5 2/5 4/5 1/5 1/5 3/5
2026-04-20 B- 2/5 3/5 2/5 4/5 1/5 1/5 3/5
2026-04-17 B- 2/5 3/5 2/5 4/5 1/5 1/5 3/5
2026-04-16 B- 2/5 3/5 2/5 4/5 1/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
26.50M
OE per share TTM
0.21
Owner's Yield
4.52%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
19.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
23
Total invested
39.95M
Insider transactions (90d)
6
Beneficial owners (>5%)
16
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Alexander M. Knaster 61.48M 51.27% 61.48M 61.48M IN United Kingdom 2022-02-11
2 John C. Halsted 61.48M 51.27% 61.48M 61.48M IN United States 2022-02-11
3 Pamplona Capital Management (PE) SL 61.48M 51.27% 61.48M 61.48M OO Spain 2022-02-11
4 Pamplona Capital Management, LLC 61.48M 51.27% 61.48M 61.48M OO Delaware 2022-02-11
5 Pamplona Capital Management, LLP 61.48M 51.27% 61.48M 61.48M PN United Kingdom 2022-02-11
6 Pamplona Capital Partners V, L.P. 61.48M 51.27% 61.48M 61.48M PN 2022-02-11
7 Pamplona Equity Advisors V, Ltd 61.48M 51.27% 61.48M 61.48M CO 2022-02-11
8 Pamplona PE Investments Malta Ltd 61.48M 51.27% 61.48M 61.48M CO 2022-02-11
9 Christopher Patrick O’Brien 14.98M 12.50% 14.98M IN 2022-02-14
10 Francis G. Hayes 14.98M 12.50% 14.98M IN United States 2022-02-14
11 John A. Hatherly 14.98M 12.50% 14.98M IN United States 2022-02-14
12 Wynnchurch Capital, L.P. 14.98M 12.50% 14.98M PN 2022-02-14
13 Wynnchurch Partners IV, L.P. 14.98M 12.50% 14.98M PN Cayman Islands 2022-02-14
14 Wynnchurch Capital Partners IV, L.P. 14.55M 12.10% 14.55M PN Cayman Islands 2022-02-14
15 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC95-4575414 7.56M 6.31% 2.99M 3.68M 3.88M 3.68M IA A California 2022-02-11
16 WC Partners Executive IV, L.P. 438.1K 0.40% 438.1K PN 2022-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
23
-124 vs prev Q
New positions
1
Closed positions
125
Increased
4
Reduced
12
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 PAMPLONA CAPITAL MANAGEMENT, LLC 51.85M +— (+0.0%) 329.22M -65.3M (-16.6%) 44.46% -0.052 pp 59.94% +7.826 pp USD6.96 -8.8% 5 qtrs
2 NVERSES CAPITAL, LLC 15.3K +15.3K (+100.0%) 97.08M +97.1M (+100.0%) 0.01% +0.013 pp 0.22% +0.217 pp USD6.35 +0.0% 1 qtrs NEW
3 WELLINGTON MANAGEMENT GROUP LLP 6.75M +4.6M (+216.4%) 42.86M +26.6M (+164.0%) 5.79% +3.957 pp 0.01% +0.005 pp USD6.75 -5.9% 4 qtrs
4 FMR LLC 4.11M -103.1K (-2.4%) 26.12M -6.0M (-18.6%) 3.53% -0.093 pp 0.00% 0.000 pp USD6.48 -2.0% 16 qtrs
5 KEYBANK NATIONAL ASSOCIATION/OH 4.09M +— (+0.0%) 25.99M -5.2M (-16.6%) 3.51% -0.004 pp 0.09% -0.016 pp USD6.80 -6.6% 6 qtrs
6 CITADEL ADVISORS LLC 3.46M -1.2M (-25.0%) 21.99M -13.2M (-37.5%) 2.97% -0.997 pp 0.00% -0.002 pp USD7.23 -12.2% 19 qtrs
7 VANGUARD GROUP INC 3.23M -28.0K (-0.9%) 20.51M -4.3M (-17.3%) 2.77% -0.027 pp 0.00% 0.000 pp USD18.38 -65.5% 19 qtrs
8 BLACKROCK, INC. 3.22M +29.4K (+0.9%) 20.45M -3.8M (-15.8%) 2.76% +0.022 pp 0.00% 0.000 pp USD6.79 -6.5% 6 qtrs
9 DIMENSIONAL FUND ADVISORS LP 2.90M +158.3K (+5.8%) 18.41M -2.4M (-11.7%) 2.49% +0.133 pp 0.00% -0.001 pp USD5.00 +27.0% 15 qtrs
10 WASATCH ADVISORS LP 2.77M -295.8K (-9.6%) 17.59M -5.7M (-24.6%) 2.38% -0.257 pp 0.10% -0.021 pp USD6.83 -7.0% 5 qtrs
11 DRIEHAUS CAPITAL MANAGEMENT LLC 2.05M -71.8K (-3.4%) 12.99M -3.1M (-19.4%) 1.75% -0.064 pp 0.09% -0.027 pp USD7.16 -11.3% 5 qtrs
12 VOSS CAPITAL, LLC 1.63M -2.7M (-62.6%) 10.32M -22.8M (-68.8%) 1.39% -2.341 pp 0.50% -1.107 pp USD4.50 +41.1% 13 qtrs
13 CENTERBOOK PARTNERS LP 1.25M +215.8K (+21.0%) 7.91M +72.9K (+0.9%) 1.07% +0.184 pp 0.39% -0.001 pp USD6.78 -6.3% 6 qtrs
14 FORMULA GROWTH LTD 1.21M +216.0K (+21.8%) 7.65M +125.7K (+1.7%) 1.03% +0.184 pp 2.95% +0.271 pp USD4.18 +51.9% 14 qtrs
15 GLUSKIN SHEFF & ASSOC INC 1.14M -65.3K (-5.4%) 7.27M -1.9M (-21.1%) 0.98% -0.057 pp 1.01% -0.154 pp USD6.83 -7.0% 6 qtrs
16 GEODE CAPITAL MANAGEMENT, LLC 1.12M +3.1K (+0.3%) 7.10M -1.4M (-16.3%) 0.96% +0.002 pp 0.00% 0.000 pp USD18.06 -64.8% 19 qtrs
17 EMERALD ADVISERS, LLC 975.7K +4.4K (+0.4%) 6.20M -1.2M (-16.2%) 0.84% +0.003 pp 0.19% -0.046 pp USD6.41 -0.9% 9 qtrs
18 UBS GROUP AG 955.9K +903.0K (+1,709.2%) 6.07M +5.7M (+1,409.6%) 0.82% +0.774 pp 0.00% +0.001 pp USD6.36 -0.2% 19 qtrs
19 CAS INVESTMENT PARTNERS, LLC 942.4K -57.6K (-5.8%) 5.98M -1.6M (-21.4%) 0.81% -0.050 pp 0.26% -0.083 pp USD7.61 -16.6% 2 qtrs
20 STATE STREET CORP 940.2K +13.8K (+1.5%) 5.97M -1.1M (-15.3%) 0.81% +0.011 pp 0.00% +0.000 pp USD18.64 -65.9% 19 qtrs
21 EWING MORRIS & CO. INVESTMENT PARTNERS LTD. 841.3K +— (+0.0%) 5.41M -994.6K (-15.5%) 0.72% -0.001 pp 2.36% -0.377 pp USD3.70 +71.6% 17 qtrs
22 SILVERCREST ASSET MANAGEMENT GROUP LLC 810.6K +231.4K (+39.9%) 5.15M +739.4K (+16.8%) 0.70% +0.198 pp 0.04% +0.006 pp USD6.37 -0.3% 3 qtrs
23 ROUBAIX CAPITAL, LLC 684.0K +209.3K (+44.1%) 4.34M +730.8K (+20.2%) 0.59% +0.179 pp 1.85% +0.170 pp USD5.72 +11.0% 8 qtrs
24 EMERALD MUTUAL FUND ADVISERS TRUST 642.6K +— (+0.0%) 4.08M -809.6K (-16.6%) 0.55% -0.001 pp 0.20% -0.054 pp USD6.55 -3.1% 9 qtrs
25 RICE HALL JAMES & ASSOCIATES, LLC 528.6K -30.9K (-5.5%) 3.36M -901.6K (-21.2%) 0.45% -0.027 pp 0.18% -0.047 pp USD6.38 -0.5% 3 qtrs
26 GOLDMAN SACHS GROUP INC 479.7K -366.4K (-43.3%) 3.05M -3.4M (-52.7%) 0.41% -0.315 pp 0.00% 0.000 pp USD6.47 -1.9% 19 qtrs
27 RENAISSANCE TECHNOLOGIES LLC 456.4K -7.6K (-1.6%) 2.90M -632.9K (-17.9%) 0.39% -0.007 pp 0.00% 0.000 pp USD5.04 +26.0% 16 qtrs
28 VICTORY CAPITAL MANAGEMENT INC 393.2K -144.4K (-26.9%) 2.50M -1.6M (-39.0%) 0.34% -0.124 pp 0.00% -0.001 pp USD3.55 +78.9% 15 qtrs
29 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 384.5K -311.0 (-0.1%) 2.44M -486.8K (-16.6%) 0.33% -0.001 pp 0.00% 0.000 pp USD15.81 -59.8% 19 qtrs
30 NORTHERN TRUST CORP 367.8K -27.3K (-6.9%) 2.34M -671.2K (-22.3%) 0.32% -0.024 pp 0.00% 0.000 pp USD19.53 -67.5% 19 qtrs
31 JANE STREET GROUP, LLC 333.0K +217.1K (+187.3%) 2.11M +1.2M (+139.8%) 0.29% +0.186 pp 0.00% +0.000 pp USD6.52 -2.6% 18 qtrs
32 AYAL CAPITAL ADVISORS LTD 300.0K -550.0K (-64.7%) 1.91M -4.6M (-70.5%) 0.26% -0.473 pp 0.66% -1.882 pp USD6.49 -2.2% 4 qtrs
33 BLOOMBERGSEN INC. 230.9K -112.2K (-32.7%) 1.47M -1.1M (-43.8%) 0.20% -0.097 pp 0.11% -0.055 pp USD6.35 +0.0% 8 qtrs
34 EMPOWERED FUNDS, LLC 211.0K -292.5K (-58.1%) 1.34M -2.5M (-65.0%) 0.18% -0.251 pp 0.01% -0.028 pp USD4.54 +39.9% 10 qtrs
35 BRIDGEWAY CAPITAL MANAGEMENT, LLC 211.0K -694.8K (-76.7%) 1.34M -5.6M (-80.6%) 0.18% -0.597 pp 0.03% -0.119 pp USD3.77 +68.4% 10 qtrs
36 201.2K +201.2K (+100.0%) 1.28M +1.3M (+100.0%) 0.17% +0.173 pp 0.47% +0.470 pp USD6.35 +0.0% 1 qtrs NEW
37 ADVICEONE ADVISORY SERVICES, LLC 184.1K +54.0K (+41.4%) 1.17M +178.6K (+18.0%) 0.16% +0.046 pp 0.69% +0.033 pp USD7.24 -12.3% 2 qtrs
38 FUND 1 INVESTMENTS, LLC 175.2K -75.7K (-30.2%) 1.11M -796.5K (-41.7%) 0.15% -0.065 pp 0.14% -0.076 pp USD6.38 -0.5% 3 qtrs
39 JPMORGAN CHASE & CO 168.7K +149.9K (+797.9%) 1.07M +928.1K (+649.3%) 0.14% +0.129 pp 0.00% +0.000 pp USD6.56 -3.2% 19 qtrs
40 ROUND ROCK ADVISORS, LLC 163.4K -65.3K (-28.6%) 1.04M -720.3K (-41.0%) 0.14% -0.056 pp 0.16% -0.123 pp USD7.61 -16.6% 2 qtrs
41 MILLENNIUM MANAGEMENT LLC 151.7K +84.0K (+124.0%) 963.4K +448.0K (+86.9%) 0.13% +0.072 pp 0.00% +0.000 pp USD6.26 +1.4% 19 qtrs
42 IFP ADVISORS, INC 149.5K -147.1K (-49.6%) 949.4K -1.3M (-57.9%) 0.13% -0.127 pp 0.02% -0.037 pp USD7.02 -9.5% 5 qtrs
43 BALYASNY ASSET MANAGEMENT L.P. 124.5K +124.5K (+100.0%) 790.8K +790.8K (+100.0%) 0.11% +0.107 pp 0.00% +0.001 pp USD6.35 +0.0% 1 qtrs NEW
44 COMMONWEALTH EQUITY SERVICES, LLC 120.3K -1.2K (-1.0%) 764.0K -161.0K (-17.4%) 0.10% -0.001 pp 0.00% 0.000 pp USD6.96 -8.8% 5 qtrs
45 INVESCO LTD. 120.2K -344.9K (-74.2%) 763.2K -2.8M (-78.4%) 0.10% -0.296 pp 0.00% 0.000 pp USD7.25 -12.4% 17 qtrs
46 AMERICAN CENTURY COMPANIES INC 114.7K -38.4K (-25.1%) 728.5K -436.8K (-37.5%) 0.10% -0.033 pp 0.00% 0.000 pp USD4.81 +32.0% 11 qtrs
47 BANK OF NEW YORK MELLON CORP 114.2K -32.0K (-21.9%) 725.4K -387.5K (-34.8%) 0.10% -0.028 pp 0.00% 0.000 pp USD16.63 -61.8% 19 qtrs
48 POLEN CAPITAL MANAGEMENT LLC 112.4K -54.3K (-32.6%) 713.7K -554.8K (-43.7%) 0.10% -0.047 pp 0.00% -0.001 pp USD6.73 -5.6% 3 qtrs
49 TWO SIGMA INVESTMENTS, LP 110.5K +110.5K (+100.0%) 701.5K +701.5K (+100.0%) 0.09% +0.095 pp 0.00% +0.001 pp USD6.35 +0.0% 1 qtrs NEW
50 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 109.7K -114.8K (-51.1%) 696.4K -1.0M (-59.2%) 0.09% -0.099 pp 0.00% -0.001 pp USD6.54 -2.9% 7 qtrs
51 CULLEN CAPITAL MANAGEMENT, LLC 104.3K +9.9K (+10.5%) 662.3K -56.3K (-7.8%) 0.09% +0.008 pp 0.01% -0.001 pp USD3.57 +77.9% 11 qtrs
52 SQUAREPOINT OPS LLC 100.7K +64.7K (+180.0%) 639.6K +365.8K (+133.6%) 0.09% +0.056 pp 0.00% +0.000 pp USD5.69 +11.6% 15 qtrs
53 MORGAN STANLEY 98.2K -46.7K (-32.2%) 623.3K -478.8K (-43.4%) 0.08% -0.040 pp 0.00% +0.000 pp USD7.42 -14.4% 19 qtrs
54 QUBE RESEARCH & TECHNOLOGIES LTD 94.0K -38.4K (-29.0%) 596.7K -410.7K (-40.8%) 0.08% -0.033 pp 0.00% 0.000 pp USD7.61 -16.6% 2 qtrs
55 D. E. SHAW & CO., INC. 90.8K +39.6K (+77.5%) 576.5K +187.2K (+48.1%) 0.08% +0.034 pp 0.00% +0.000 pp USD5.71 +11.2% 19 qtrs
56 SWISS NATIONAL BANK 90.2K +— (+0.0%) 572.8K -113.7K (-16.6%) 0.08% 0.000 pp 0.00% 0.000 pp USD7.04 -9.8% 5 qtrs
57 NUVEEN, LLC 84.3K +— (+0.0%) 535.3K -106.2K (-16.6%) 0.07% 0.000 pp 0.00% +0.000 pp USD6.43 -1.2% 4 qtrs
58 VERITION FUND MANAGEMENT LLC 83.7K +13.5K (+19.2%) 531.6K -3.0K (-0.6%) 0.07% +0.012 pp 0.00% 0.000 pp USD7.27 -12.7% 5 qtrs
59 BANK OF AMERICA CORP /DE/ 78.0K +58.0K (+288.7%) 495.5K +342.7K (+224.4%) 0.07% +0.050 pp 0.00% +0.000 pp USD6.39 -0.6% 19 qtrs
60 AQR CAPITAL MANAGEMENT LLC 76.0K -140.4K (-64.9%) 482.5K -1.2M (-70.7%) 0.07% -0.121 pp 0.00% -0.001 pp USD7.44 -14.7% 6 qtrs
61 ELCO MANAGEMENT CO., LLC 73.5K +7.5K (+11.3%) 466.8K -35.8K (-7.1%) 0.06% +0.006 pp 0.29% +0.032 pp USD4.75 +33.7% 10 qtrs
62 BARCLAYS PLC 70.0K +15.3K (+28.0%) 444.8K +72.7K (+19.5%) 0.06% +0.013 pp 0.00% +0.000 pp USD6.22 +2.1% 16 qtrs
63 ATRIA INVESTMENTS, INC 67.9K -23.2K (-25.5%) 431.2K -262.4K (-37.8%) 0.06% -0.020 pp 0.00% -0.003 pp USD7.02 -9.5% 3 qtrs
64 DYNAMIC TECHNOLOGY LAB PRIVATE LTD 65.6K +38.2K (+139.2%) 416.0K +207.0K (+99.0%) 0.06% +0.033 pp 0.09% +0.059 pp USD6.88 -7.7% 2 qtrs
65 TWO SIGMA ADVISERS, LP 61.0K +61.0K (+100.0%) 387.4K +387.4K (+100.0%) 0.05% +0.052 pp 0.00% +0.001 pp USD6.35 +0.0% 1 qtrs NEW
66 RUSSELL INVESTMENTS GROUP, LTD. 59.1K -176.3K (-74.9%) 375.2K -1.4M (-79.1%) 0.05% -0.152 pp 0.00% -0.002 pp USD6.92 -8.2% 7 qtrs
67 STATE OF WISCONSIN INVESTMENT BOARD 56.2K -27.2K (-32.6%) 356.7K -277.5K (-43.8%) 0.05% -0.023 pp 0.00% -0.001 pp USD4.86 +30.7% 15 qtrs
68 RHUMBLINE ADVISERS 55.0K -7.1K (-11.5%) 349.3K -123.6K (-26.1%) 0.05% -0.006 pp 0.00% 0.000 pp USD15.66 -59.5% 19 qtrs
69 ALLIANCEBERNSTEIN L.P. 53.6K +57.0 (+0.1%) 340.4K -67.1K (-16.5%) 0.05% +0.000 pp 0.00% +0.000 pp USD9.23 -31.2% 19 qtrs
70 PERIGON WEALTH MANAGEMENT, LLC 53.2K +53.2K (+100.0%) 337.7K +337.7K (+100.0%) 0.05% +0.046 pp 0.01% +0.006 pp USD6.35 +0.0% 1 qtrs NEW
71 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 51.9K -172.0 (-0.3%) 329.8K -66.7K (-16.8%) 0.04% 0.000 pp 0.00% 0.000 pp USD8.05 -21.1% 19 qtrs
72 WELLS FARGO & COMPANY/MN 49.3K +20.9K (+73.4%) 313.1K +96.7K (+44.7%) 0.04% +0.018 pp 0.00% +0.000 pp USD8.44 -24.8% 19 qtrs
73 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 45.5K +45.5K (+100.0%) 288.6K +288.6K (+100.0%) 0.04% +0.039 pp 0.02% +0.019 pp USD6.35 +0.0% 1 qtrs NEW
74 SKOPOS LABS, INC. 42.2K +42.2K (+100.0%) 263.2K +263.2K (+100.0%) 0.04% +0.036 pp 0.01% +0.012 pp USD6.35 +0.0% 1 qtrs NEW
75 Y-INTERCEPT (HONG KONG) LTD 41.2K +41.2K (+100.0%) 261.5K +261.5K (+100.0%) 0.04% +0.035 pp 0.01% +0.006 pp USD6.35 +0.0% 5 qtrs
76 LEGAL & GENERAL GROUP PLC 41.0K -6.9K (-14.3%) 260.6K -104.0K (-28.5%) 0.04% -0.006 pp 0.00% +0.000 pp USD7.98 -20.4% 19 qtrs
77 CAMPBELL & CO INVESTMENT ADVISER LLC 40.4K +40.4K (+100.0%) 256.5K +256.5K (+100.0%) 0.03% +0.035 pp 0.01% +0.012 pp USD6.35 +0.0% 1 qtrs NEW
78 XTX TOPCO LTD 39.2K -6.8K (-14.8%) 249.2K -101.4K (-28.9%) 0.03% -0.006 pp 0.01% -0.012 pp USD7.61 -16.6% 2 qtrs
79 JUMP FINANCIAL, LLC 39.0K +28.6K (+275.0%) 247.7K +168.5K (+212.9%) 0.03% +0.025 pp 0.00% +0.002 pp USD6.69 -5.1% 2 qtrs
80 EXODUSPOINT CAPITAL MANAGEMENT, LP 35.7K -59.2K (-62.4%) 226.8K -495.6K (-68.6%) 0.03% -0.051 pp 0.00% -0.006 pp USD7.61 -16.6% 2 qtrs
81 DEUTSCHE BANK AG\ 35.7K +1.7K (+5.1%) 226.6K -31.9K (-12.3%) 0.03% +0.001 pp 0.00% +0.000 pp USD8.64 -26.5% 19 qtrs
82 POINT72 ASSET MANAGEMENT, L.P. 33.7K +33.7K (+100.0%) 213.9K +213.9K (+100.0%) 0.03% +0.029 pp 0.00% +0.000 pp USD6.35 +0.0% 1 qtrs NEW
83 TUDOR INVESTMENT CORP ET AL 32.7K +32.7K (+100.0%) 207.5K +207.5K (+100.0%) 0.03% +0.028 pp 0.00% +0.000 pp USD6.35 +0.0% 1 qtrs NEW
84 CANADA PENSION PLAN INVESTMENT BOARD 30.0K +30.0K (+100.0%) 190.5K +190.5K (+100.0%) 0.03% +0.026 pp 0.00% +0.000 pp USD6.35 +0.0% 1 qtrs NEW
85 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 28.2K +5.2K (+22.6%) 179.1K +4.0K (+2.3%) 0.02% +0.004 pp 0.00% +0.000 pp USD7.21 -11.9% 5 qtrs
86 UBS ASSET MANAGEMENT AMERICAS INC 27.1K +— (+0.0%) 172.0K -34.1K (-16.6%) 0.02% +0.000 pp 0.00% +0.000 pp USD6.51 -2.5% 5 qtrs
87 PHARVISION ADVISERS, LLC 25.6K +14.8K (+136.6%) 162.4K +80.1K (+97.4%) 0.02% +0.013 pp 0.08% +0.036 pp USD6.88 -7.7% 2 qtrs
88 METLIFE INVESTMENT MANAGEMENT, LLC 24.4K +— (+0.0%) 154.7K -30.7K (-16.6%) 0.02% +0.000 pp 0.00% 0.000 pp USD2.89 +119.7% 7 qtrs
89 PRICE T ROWE ASSOCIATES INC /MD/ 24.0K +— (+0.0%) 153.0K -30.0K (-16.4%) 0.02% +0.000 pp 0.00% +0.000 pp USD4.89 +29.9% 7 qtrs
90 JACOBS LEVY EQUITY MANAGEMENT, INC 23.8K +23.8K (+100.0%) 151.3K +151.3K (+100.0%) 0.02% +0.020 pp 0.00% +0.001 pp USD6.35 +0.0% 1 qtrs NEW
91 JANUS HENDERSON GROUP PLC 23.6K +— (+0.0%) 149.5K -29.9K (-16.7%) 0.02% +0.000 pp 0.00% +0.000 pp USD7.61 -16.6% 2 qtrs
92 MARSHALL WACE, LLP 22.3K -9.2K (-29.2%) 141.8K -98.2K (-40.9%) 0.02% -0.008 pp 0.00% 0.000 pp USD6.28 +1.1% 19 qtrs
93 PRELUDE CAPITAL MANAGEMENT, LLC 21.9K +21.9K (+100.0%) 138.8K +138.8K (+100.0%) 0.02% +0.019 pp 0.01% +0.010 pp USD6.35 +0.0% 6 qtrs
94 GOTHAM ASSET MANAGEMENT, LLC 20.9K +20.9K (+100.0%) 132.9K +132.9K (+100.0%) 0.02% +0.018 pp 0.00% +0.001 pp USD6.35 +0.0% 1 qtrs NEW
95 ADVISOR GROUP HOLDINGS, INC. 20.9K -2.9K (-12.2%) 132.7K -46.8K (-26.1%) 0.02% -0.003 pp 0.00% 0.000 pp USD6.96 -8.8% 19 qtrs
96 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 20.9K +307.0 (+1.5%) 132.5K -24.0K (-15.3%) 0.02% +0.000 pp 0.00% 0.000 pp USD3.72 +70.7% 7 qtrs
97 INTECH INVESTMENT MANAGEMENT LLC 18.9K -6.6K (-25.9%) 120.2K -74.3K (-38.2%) 0.02% -0.006 pp 0.00% -0.001 pp USD6.59 -3.6% 6 qtrs
98 MAN GROUP PLC 18.6K +18.6K (+100.0%) 118.3K +118.3K (+100.0%) 0.02% +0.016 pp 0.00% +0.000 pp USD6.35 +0.0% 3 qtrs
99 MQS MANAGEMENT LLC 15.9K +15.9K (+100.0%) 101.2K +101.2K (+100.0%) 0.01% +0.014 pp 0.06% +0.060 pp USD6.35 +0.0% 1 qtrs NEW
100 MANUFACTURERS LIFE INSURANCE COMPANY, THE 15.3K -1.4K (-8.2%) 97.4K -29.7K (-23.4%) 0.01% -0.001 pp 0.00% +0.000 pp USD6.75 -5.9% 6 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 69 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.07% 1.07M 0.60%
2 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.04% 434.8K 0.20%
3 Dimensional - US Small Cap Value ETF DFSV 0.03% 1.99M 0.30%
4 iShares Russell 2000 Value ETF IWN 0.02% 2.91M 0.24%
5 Avantis U.S. Small Cap Equity ETF AVSC 0.02% 565.0K 0.25%
6 Fidelity MSCI Consumer Discretionary Index ETF FDIS 0.02% 289.5K 0.08%
7 Dimensional - US Targeted Value ETF DFAT 0.02% 2.37M 0.28%
8 Invesco RAFI US 1500 Small-Mid ETF PRFZ 0.02% 447.8K 0.34%
9 U.S. Micro Cap Portfolio ETF DFMC 0.02% 1.24M 0.43%
10 Dimensional - US Small Cap ETF DFAS 0.01% 2.17M 0.26%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.93
Neutral
Ratio by volume
3.00
Bullish
Buys
13
Sells
14
Shares acquired
1.16M
Shares disposed
74.0K
Cash buys
Cash sales
Net activity
+1,085,599
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
2026-05-01 Morno-Wade Suzan Director A-Award A Common stock, par value $0.0001 per share 17,677 0.00 130,748 D
2026-05-01 Laven Mark Phillip Director A-Award A Common stock, par value $0.0001 per share 17,677 0.00 1,044,224 D
2026-05-01 Jackson Jeffrey T Director A-Award A Common stock, par value $0.0001 per share 17,677 0.00 17,677 D
2026-05-01 Jackson DeLu Director A-Award A Common stock, par value $0.0001 per share 17,677 0.00 102,409 D
2026-05-01 DELLAQUILA FRANK J Director A-Award A Common stock, par value $0.0001 per share 17,677 0.00 39,491 D
2026-05-01 Cline James E Director A-Award A Common stock, par value $0.0001 per share 22,727 0.00 211,978 D
2026-03-15 Sheller Patrick M Officer F-InKind D Common stock, par value $0.0001 per share 9,943 6.02 59.9K 434,238 D
2026-03-15 Kunchala Suraj Officer F-InKind D Common stock, par value $0.0001 per share 2,162 6.02 13.0K 68,953 D
2026-03-15 Dhruv Kaushal Bhikhesh Officer F-InKind D Common stock, par value $0.0001 per share 6,485 6.02 39.0K 396,511 D
2026-03-15 Bahl Sanjeev Officer F-InKind D Common stock, par value $0.0001 per share 9,970 6.02 60.0K 428,339 D
2026-03-07 Sheller Patrick M Officer F-InKind D Common stock, par value $0.0001 per share 3,436 6.30 21.6K 444,181 D
2026-03-07 Maczko Nikki Vaughan Officer F-InKind D Common stock, par value $0.0001 per share 2,877 6.30 18.1K 121,524 D
2026-03-07 Kunchala Suraj Officer F-InKind D Common stock, par value $0.0001 per share 978 6.30 6.2K 71,115 D
2026-03-07 Gloe Oliver C. Officer F-InKind D Common stock, par value $0.0001 per share 5,522 6.30 34.8K 525,708 D
2026-03-07 Dhruv Kaushal Bhikhesh Officer F-InKind D Common stock, par value $0.0001 per share 2,500 6.30 15.8K 402,996 D
2026-03-07 Bahl Sanjeev Officer F-InKind D Common stock, par value $0.0001 per share 3,463 6.30 21.8K 438,309 D
2026-03-06 Sheller Patrick M Officer A-Award A Common stock, par value $0.0001 per share 47,024 0.00 447,617 D
2026-03-06 Maczko Nikki Vaughan Officer A-Award A Common stock, par value $0.0001 per share 28,175 0.00 124,401 D
2026-03-06 Kunchala Suraj Officer A-Award A Common stock, par value $0.0001 per share 9,524 0.00 72,093 D
2026-03-06 Gloe Oliver C. Officer A-Award A Common stock, par value $0.0001 per share 54,167 0.00 531,230 D
2026-03-06 Dhruv Kaushal Bhikhesh Officer A-Award A Common stock, par value $0.0001 per share 24,604 0.00 405,496 D
2026-03-06 Bahl Sanjeev Officer A-Award A Common stock, par value $0.0001 per share 47,620 0.00 441,772 D
2026-03-05 Sheller Patrick M Officer A-Award A Common stock, par value $0.0001 per share 9,162 0.00 400,593 D
2026-03-05 Maczko Nikki Vaughan Officer A-Award A Common stock, par value $0.0001 per share 5,436 0.00 96,226 D
2026-03-05 Kunchala Suraj Officer A-Award A Common stock, par value $0.0001 per share 1,849 0.00 62,569 D
2026-03-05 Gloe Oliver C. Officer A-Award A Common stock, par value $0.0001 per share 10,433 0.00 477,063 D
2026-03-05 Dhruv Kaushal Bhikhesh Officer A-Award A Common stock, par value $0.0001 per share 4,797 0.00 380,892 D
2026-03-05 Bahl Sanjeev Officer A-Award A Common stock, par value $0.0001 per share 9,234 0.00 394,152 D
2026-03-01 Sheller Patrick M Officer F-InKind D Common stock, par value $0.0001 per share 9,250 6.71 62.1K 391,431 D
2026-03-01 Kunchala Suraj Officer F-InKind D Common stock, par value $0.0001 per share 2,035 6.71 13.7K 60,720 D
2026-03-01 Dhruv Kaushal Bhikhesh Officer F-InKind D Common stock, par value $0.0001 per share 6,143 6.71 41.2K 376,095 D
2026-03-01 Bahl Sanjeev Officer F-InKind D Common stock, par value $0.0001 per share 9,253 6.71 62.1K 384,918 D
2026-01-05 Gadd Sean Director / Officer A-Award A Stock Appreciation Right 907,591 6.44 5.84M 907,591 D
2025-08-22 DELLAQUILA FRANK J Director P-Purchase A Common Stock, par value $0.0001 per share 5,000 8.24 41.2K 21,814 D
2025-08-08 Sheller Patrick M Officer F-InKind D Common Stock, par value $0.0001 per share 3,921 7.38 28.9K 400,681 D
2025-08-05 Jackson Jeffrey T 0 0.00 0
2025-05-20 Maczko Nikki Vaughan Officer F-InKind D Common Stock, par value $0.0001 per share 3,356 6.26 21.0K 90,790 D
2025-05-15 Gloe Oliver C. Officer P-Purchase A Common Stock, par value $0.0001 per share 13,500 6.10 82.4K 466,630 D
2025-05-12 Cline James E Director S-Sale D Common Stock, par value $0.0001 per share 4,417 6.45 28.5K 189,251 D
2025-05-09 Cline James E Director S-Sale D Common Stock, par value $0.0001 per share 45,583 5.95 271.2K 193,668 D
2025-05-01 Morno-Wade Suzan Director A-Award A Common Stock, par value $0.0001 per share 16,814 0.00 113,071 D
2025-05-01 Laven Mark Phillip Director A-Award A Common Stock, par value $0.0001 per share 16,814 0.00 1,026,547 D
2025-05-01 Jackson DeLu Director A-Award A Common Stock, par value $0.0001 per share 16,814 0.00 84,732 D
2025-05-01 DELLAQUILA FRANK J Director A-Award A Common Stock, par value $0.0001 per share 16,814 0.00 16,814 D
2025-05-01 Cline James E Director A-Award A Common Stock, par value $0.0001 per share 22,124 0.00 239,251 D
2025-03-15 Sheller Patrick M Officer F-InKind D Common Stock, par value $0.0001 per share 9,943 7.29 72.5K 404,602 D
2025-03-15 Rajeski Scott Michael Director / Officer F-InKind D Common Stock, par value $0.0001 per share 36,187 7.29 263.8K 745,672 D
2025-03-15 Kunchala Suraj Officer F-InKind D Common Stock, par value $0.0001 per share 2,162 7.29 15.8K 62,755 D
2025-03-15 Gloe Oliver C. Officer F-InKind D Common Stock, par value $0.0001 per share 12,039 7.29 87.8K 453,130 D
2025-03-15 Dhruv Kaushal Bhikhesh Officer F-InKind D Common Stock, par value $0.0001 per share 6,485 7.29 47.3K 382,238 D
2025-03-15 Cowley Joshua D. Officer F-InKind D Common Stock, par value $0.0001 per share 14,426 7.29 105.2K 556,145 D
2025-03-15 Bahl Sanjeev Officer F-InKind D Common Stock, par value $0.0001 per share 9,970 7.29 72.7K 394,171 D
2025-03-14 WYNNCHURCH CAPITAL PARTNERS IV, L.P. 10% Owner S-Sale D Common Stock, par value $0.0001 per share 3,494,750 6.54 22.86M 11,050,953 D
2025-03-14 WC PARTNERS EXECUTIVE IV, L.P. 10% Owner S-Sale D Common Stock, par value $0.0001 per share 105,250 6.54 688.3K 332,818 D
2025-03-07 Sheller Patrick M Officer A-Award A Common Stock, par value $0.0001 per share 46,904 0.00 414,545 D
2025-03-07 Rajeski Scott Michael Director / Officer A-Award A Common Stock, par value $0.0001 per share 102,320 0.00 781,859 D
2025-03-07 Maczko Nikki Vaughan Officer A-Award A Common Stock, par value $0.0001 per share 27,831 0.00 94,146 D
2025-03-07 Kunchala Suraj Officer A-Award A Common Stock, par value $0.0001 per share 9,463 0.00 64,917 D
2025-03-07 Gloe Oliver C. Officer A-Award A Common Stock, par value $0.0001 per share 53,411 0.00 465,169 D
2025-03-07 Dhruv Kaushal Bhikhesh Officer A-Award A Common Stock, par value $0.0001 per share 24,557 0.00 388,723 D
2025-03-07 Cowley Joshua D. Officer A-Award A Common Stock, par value $0.0001 per share 49,114 0.00 570,571 D
2025-03-07 Bahl Sanjeev Officer A-Award A Common Stock, par value $0.0001 per share 47,272 0.00 404,141 D
2025-03-05 Sheller Patrick M Officer A-Award A Common Stock, par value $0.0001 per share 106,046 0.00 367,641 D
2025-03-05 Rajeski Scott Michael Director / Officer A-Award A Common Stock, par value $0.0001 per share 221,524 0.00 679,539 D
2025-03-05 Maczko Nikki Vaughan Officer A-Award A Common Stock, par value $0.0001 per share 29,086 0.00 66,315 D
2025-03-05 Kunchala Suraj Officer A-Award A Common Stock, par value $0.0001 per share 18,741 0.00 55,454 D
2025-03-05 Gloe Oliver C. Officer A-Award A Common Stock, par value $0.0001 per share 120,052 0.00 411,758 D
2025-03-05 Dhruv Kaushal Bhikhesh Officer A-Award A Common Stock, par value $0.0001 per share 56,215 0.00 364,166 D
2025-03-05 Cowley Joshua D. Officer A-Award A Common Stock, par value $0.0001 per share 149,778 0.00 521,457 D
2025-03-05 Bahl Sanjeev Officer A-Award A Common Stock, par value $0.0001 per share 106,332 0.00 356,869 D
2025-03-01 Sheller Patrick M Officer F-InKind D Common Stock, par value $0.0001 per share 9,359 5.91 55.3K 261,595 D
2025-03-01 Rajeski Scott Michael Director / Officer F-InKind D Common Stock, par value $0.0001 per share 22,814 5.91 134.8K 458,015 D
2025-03-01 Kunchala Suraj Officer F-InKind D Common Stock, par value $0.0001 per share 2,035 5.91 12.0K 36,713 D
2025-03-01 Dhruv Kaushal Bhikhesh Officer F-InKind D Common Stock, par value $0.0001 per share 6,142 5.91 36.3K 307,951 D
2025-03-01 Cowley Joshua D. Officer F-InKind D Common Stock, par value $0.0001 per share 13,064 5.91 77.2K 371,679 D
2025-03-01 Bahl Sanjeev Officer F-InKind D Common Stock, par value $0.0001 per share 8,715 5.91 51.5K 250,537 D
2025-01-24 Bahl Sanjeev Officer F-InKind D Common Stock, par value $0.0001 per share 3,559 7.04 25.1K 259,252 D
2024-12-11 Rajeski Scott Michael Director / Officer S-Sale D Common Stock, par value $0.0001 per share 6,119 8.35 51.1K 480,829 D
2024-11-11 Gloe Oliver C. Officer P-Purchase A Common Stock, par value $0.0001 per share 9,000 5.73 51.6K 291,706 D
2024-11-11 Bahl Sanjeev Officer M-Exempt A Common Stock, par value $0.0001 per share 25,904 3.24 83.9K 288,715 D
2024-10-31 Gloe Oliver C. Officer S-Sale D Common Stock, par value $0.0001 per share 10,216 6.44 65.8K 282,706 D
2024-10-09 DELLAQUILA FRANK J 0 0.00 0
2024-08-26 Rajeski Scott Michael Director / Officer S-Sale D Common Stock, par value $0.0001 per share 25,851 6.54 169.1K 490,829
2024-08-16 Rajeski Scott Michael Director / Officer S-Sale D Common Stock, par value $0.0001 per share 33,000 6.09 201.0K 516,680
2024-08-09 Sheller Patrick M Officer S-Sale D Common Stock, par value $0.0001 per share 3,942 5.08 20.0K 270,954
2024-08-09 Kunchala Suraj Officer S-Sale D Common Stock, par value $0.0001 per share 10,139 5.06 51.3K 38,748
2024-05-20 Maczko Nikki Vaughan Officer A-Award A Common Stock, par value $0.0001 per share 37,229 0.00 37,229
2024-05-02 Morno-Wade Suzan Director A-Award A Common Stock, par value $0.0001 per share 36,538 0.00 96,257
2024-05-02 Laven Mark Phillip Director A-Award A Common Stock, par value $0.0001 per share 36,538 0.00 1,009,733
2024-05-02 Jackson DeLu Director A-Award A Common Stock, par value $0.0001 per share 36,538 0.00 67,918
2024-05-02 Evans Robert Deaton Director A-Award A Common Stock, par value $0.0001 per share 36,538 0.00 733,958
2024-05-02 Cline James E Director A-Award A Common Stock, par value $0.0001 per share 48,077 0.00 217,127
2024-03-15 Sheller Patrick M Officer A-Award A Common Stock, par value $0.0001 per share 135,732 0.00 274,896
2024-03-15 Rajeski Scott Michael Director / Officer A-Award A Common Stock, par value $0.0001 per share 283,537 0.00 549,680
2024-03-15 Kunchala Suraj Officer A-Award A Common Stock, par value $0.0001 per share 23,988 0.00 48,887
2024-03-15 Gloe Oliver C. Officer A-Award A Common Stock, par value $0.0001 per share 153,659 0.00 265,422
2024-03-15 Dhruv Kaushal Bhikhesh Officer A-Award A Common Stock, par value $0.0001 per share 71,951 0.00 314,093
2024-03-15 Cowley Joshua D. Officer A-Award A Common Stock, par value $0.0001 per share 191,707 0.00 384,743
2024-03-15 Bahl Sanjeev Officer A-Award A Common Stock, par value $0.0001 per share 136,098 0.00 262,811
2024-03-04 Sheller Patrick M Officer S-Sale D Common Stock, par value $0.0001 per share 10,431 3.05 31.8K 139,164
2024-03-04 Rajeski Scott Michael Director / Officer S-Sale D Common Stock, par value $0.0001 per share 24,913 3.05 76.0K 266,143
2024-03-04 Kunchala Suraj Officer S-Sale D Common Stock, par value $0.0001 per share 2,166 3.05 6.6K 24,899
2024-03-04 Dhruv Kaushal Bhikhesh Officer S-Sale D Common Stock, par value $0.0001 per share 6,531 3.05 19.9K 242,142
2024-03-04 Cowley Joshua D. Officer S-Sale D Common Stock, par value $0.0001 per share 14,650 3.05 44.7K 193,036
2024-03-04 Bahl Sanjeev Officer S-Sale D Common Stock, par value $0.0001 per share 10,342 3.05 31.5K 126,713
2024-01-25 Bahl Sanjeev Officer S-Sale D Common Stock, par value $0.0001 per share 3,582 2.47 8.8K 137,055
2023-10-30 Gloe Oliver C. Officer A-Award A Common Stock, par value $0.0001 per share 66,515 0.00 111,763
2023-08-22 Rajeski Scott Michael Director / Officer P-Purchase A Common Stock, par value $0.0001 per share 8,000 3.96 31.7K 291,056
2023-08-18 Rajeski Scott Michael Director / Officer P-Purchase A Common Stock, par value $0.0001 per share 12,000 4.00 48.0K 283,056
2023-08-11 Feck Melissa Claire Officer S-Sale D Common Stock, par value $0.0001 per share 7,167 4.19 30.1K 446,167
2023-08-10 Rajeski Scott Michael Director / Officer P-Purchase A Common Stock, par value $0.0001 per share 13,000 4.08 53.0K 271,056
2023-08-10 Feck Melissa Claire Officer S-Sale D Common Stock, par value $0.0001 per share 92,833 4.05 376.2K 453,334
2023-08-09 Sheller Patrick M Officer S-Sale D Common Stock, par value $0.0001 per share 3,968 4.40 17.5K 149,595
2023-07-25 BORSETH J MARK Officer S-Sale D Common Stock, par value $0.0001 per share 39,035 3.94 153.7K 819,767
2023-07-24 BORSETH J MARK Officer A-Award A Common Stock, par value $0.0001 per share 213,212 0.00 858,802
2023-05-12 Cline James E Director P-Purchase A Common Stock, par value $0.0001 per share 10,000 3.40 34.0K 169,050
2023-05-11 Cline James E Director P-Purchase A Common Stock, par value $0.0001 per share 40,000 3.40 136.0K 159,050
2023-05-02 Sheller Patrick M Officer A-Award A Stock Appreciation Right 103,618 3.24 335.7K 103,618
2023-05-02 Rajeski Scott Michael Director / Officer A-Award A Stock Appreciation Right 222,039 3.24 719.4K 222,039
2023-05-02 Morno-Wade Suzan Director A-Award A Common Stock, par value $0.0001 per share 31,380 0.00 59,719
2023-05-02 Laven Mark Phillip Director A-Award A Common Stock, par value $0.0001 per share 31,380 0.00 973,195
2023-05-02 Kunchala Suraj Officer A-Award A Stock Appreciation Right 17,978 3.24 58.2K 17,978
2023-05-02 Jackson DeLu Director A-Award A Common Stock, par value $0.0001 per share 31,380 0.00 31,380
2023-05-02 Hawkinson Alex Director A-Award A Common Stock, par value $0.0001 per share 31,380 0.00 525,287
2023-05-02 Feck Melissa Claire Officer A-Award A Stock Appreciation Right 49,342 3.24 159.9K 49,342
2023-05-02 Evans Robert Deaton Director A-Award A Common Stock, par value $0.0001 per share 31,380 0.00 697,420
2023-05-02 Dhruv Kaushal Bhikhesh Officer A-Award A Stock Appreciation Right 54,276 3.24 175.9K 54,276
2023-05-02 Culp Joel Richard Officer A-Award A Stock Appreciation Right 93,256 3.24 302.1K 93,256
2023-05-02 Cowley Joshua D. Officer A-Award A Stock Appreciation Right 146,053 3.24 473.2K 146,053
2023-05-02 Cline James E Director A-Award A Common Stock, par value $0.0001 per share 52,301 0.00 119,050
2023-05-02 Bahl Sanjeev Officer A-Award A Stock Appreciation Right 103,618 3.24 335.7K 103,618
2023-04-24 Kunchala Suraj Officer S-Sale D Common Stock, par value $0.0001 per share 1,732 2.26 3.9K 27,065
2023-04-24 Cowley Joshua D. Officer S-Sale D Common Stock, par value $0.0001 per share 7,215 2.26 16.3K 207,686
2023-03-30 Pratt Brian Patrick 0 0.00 0
2023-03-30 Jackson DeLu 0 0.00 0
2023-03-01 Sheller Patrick M Officer A-Award A Common Stock, par value $0.0001 per share 113,426 0.00 153,563
2023-03-01 Rajeski Scott Michael Director / Officer A-Award A Common Stock, par value $0.0001 per share 243,056 0.00 258,056
2023-03-01 Kunchala Suraj Officer A-Award A Common Stock, par value $0.0001 per share 19,680 0.00 28,797
2023-03-01 Feck Melissa Claire Officer A-Award A Common Stock, par value $0.0001 per share 54,012 0.00 546,167
2023-03-01 Dhruv Kaushal Bhikhesh Officer A-Award A Common Stock, par value $0.0001 per share 59,414 0.00 248,673
2023-03-01 Culp Joel Richard Officer A-Award A Common Stock, par value $0.0001 per share 102,083 0.00 917,572
2023-03-01 Cowley Joshua D. Officer A-Award A Common Stock, par value $0.0001 per share 159,877 0.00 214,901
2023-03-01 Bahl Sanjeev Officer A-Award A Common Stock, par value $0.0001 per share 113,426 0.00 140,637
2023-02-13 BORSETH J MARK Officer D Common Stock, par value $0.0001 per share 0 0.00 645,590
2023-01-24 Bahl Sanjeev Director M-Exempt A Common Stock, par value $0.0001 per share 10,288 0.00 30,864
2022-11-21 Laven Mark Phillip Director P-Purchase A Common Stock, par value $0.0001 per share 7,500 2.98 22.4K 402,206
2022-11-18 Laven Mark Phillip Director P-Purchase A Common Stock, par value $0.0001 per share 7,500 2.89 21.7K 394,706
2022-08-08 Sheller Patrick M Officer D Common Stock, par value $0.0001 per share 0 0.00 40,137
2022-08-04 Masson Robert L. II Officer A-Award A Common Stock, par value $0.0001 per share 54,592 0.00 54,592
2022-07-11 Masson Robert L. II Officer 0 0.00 0
2022-05-02 Pamplona Private Equity Carryco V, L.P. Director J-Other D Common Stock 12,961,421 0.00 38,884,264
2022-05-02 Halsted John C. Director J-Other D Common Stock 12,961,421 0.00 38,884,264
2022-04-22 Morno-Wade Suzan Director A-Award A Common Stock, par value $0.0001 per share 6,102 0.00 28,339
2022-04-22 Laven Mark Phillip Director A-Award A Common Stock, par value $0.0001 per share 3,947 0.00 381,104
2022-04-22 Kunchala Suraj Officer A-Award D Common Stock, par value $0.0001 per share 1,507 11.85 17.9K 9,117
2022-04-22 Hawkinson Alex Director A-Award A Common Stock, par value $0.0001 per share 6,102 0.00 171,335
2022-04-22 Evans Robert Deaton Director A-Award A Common Stock, par value $0.0001 per share 6,102 0.00 328,785
2022-04-22 Cowley Joshua D. Officer A-Award D Common Stock, par value $0.0001 per share 6,957 11.85 82.4K 55,024
2022-04-22 Cline James E Director A-Award A Common Stock, par value $0.0001 per share 10,170 0.00 66,749
2022-04-22 BORSETH J MARK Officer D Stock Option (right to buy) 18,184 19.00 345.5K 0
2022-03-03 Rajeski Scott Michael Officer A-Award A Stock Option (right to buy) 172,281 0.00 172,281
2022-03-03 Kunchala Suraj Officer A-Award A Stock Option (right to buy) 12,879 0.00 12,879
2022-03-03 Feck Melissa Claire Officer A-Award A Stock Option (right to buy) 35,222 0.00 35,222
2022-03-03 Duva Jason A Officer A-Award A Stock Option (right to buy) 84,992 0.00 84,992
2022-03-03 Dhruv Kaushal Bhikhesh Officer A-Award A Stock Option (right to buy) 40,581 0.00 40,581
2022-03-03 Culp Joel Richard Officer A-Award A Stock Option (right to buy) 72,434 0.00 72,434
2022-03-03 Cowley Joshua D. Officer A-Award A Stock Option (right to buy) 107,197 0.00 107,197
2022-03-03 Bahl Sanjeev Officer A-Award A Stock Option (right to buy) 80,398 0.00 80,398
2022-03-03 BORSETH J MARK Officer A-Award A Stock Option (right to buy) 84,992 0.00 84,992
2022-02-25 Derbyshire Dane L. Director 0 0.00 0
2022-02-01 Bahl Sanjeev Officer A-Award A Restricted Stock Units 30,864 0.00 30,864
2022-01-27 Kunchala Suraj Officer A-Award D Common Stock, par value $0.0001 per share 1,744 14.09 24.6K 10,624
2022-01-27 Cowley Joshua D. Officer A-Award D Common Stock, par value $0.0001 per share 7,440 14.09 104.8K 61,981
2022-01-24 Bahl Sanjeev Officer 0 0.00 0
2022-01-22 Kunchala Suraj Officer A-Award A Common Stock, par value $0.0001 per share 12,368 0.00 12,368
2022-01-22 Cowley Joshua D. Officer A-Award A Common Stock, par value $0.0001 per share 68,421 0.00 69,421
2022-01-11 Wynnchurch Partners IV, L.P. Director / 10% Owner D-Return D Common Stock, par value $0.0001 per share 81,376 18.67 1.52M 438,068
2022-01-11 WYNNCHURCH CAPITAL PARTNERS IV, L.P. Director / 10% Owner D-Return D Common Stock, par value $0.0001 per share 2,702,021 18.67 50.45M 14,545,703
2022-01-11 WC PARTNERS EXECUTIVE IV, L.P. Director / 10% Owner D-Return D Common Stock, par value $0.0001 per share 81,376 18.67 1.52M 438,068
2022-01-11 Rajeski Scott Michael Director / Officer D-Return D Common Stock, par value $0.0001 per share 344,487 18.67 6.43M 1,919,467
2022-01-11 Pamplona Capital Partners V, L.P. Director / 10% Owner D-Return D Common Stock, par value $0.0001 per share 9,630,896 18.67 179.82M 51,845,685
2022-01-11 O'Brien Christopher Patrick Director / 10% Owner D-Return D Common Stock, par value $0.0001 per share 81,376 18.67 1.52M 438,068
2022-01-11 Laven Mark Phillip Director D-Return D Common Stock, par value $0.0001 per share 100,000 18.67 1.87M 377,157
2022-01-11 Feck Melissa Claire Officer D-Return D Common Stock, par value $0.0001 per share 38,750 18.67 723.5K 222,351
2022-01-11 Duva Jason A Officer D-Return D Common Stock, par value $0.0001 per share 2,500 18.67 46.7K 48,816
2022-01-11 Dhruv Kaushal Bhikhesh Director / Officer D-Return D Common Stock, par value $0.0001 per share 10,876 18.67 203.1K 60,601
2022-01-11 Culp Joel Richard Officer D-Return D Common Stock, par value $0.0001 per share 35,412 18.67 661.2K 410,783
2022-01-11 BORSETH J MARK Officer D-Return D Common Stock, par value $0.0001 per share 77,599 18.67 1.45M 442,378
2021-12-16 Duva Jason A Officer M-Exempt A Common Stock, par value $0.0001 per share 51,316 0.00 56,316 D
2021-04-27 Wynnchurch Partners IV, L.P. Director / 10% Owner D-Return D Common Stock, par value $0.0001 per share 76,759 19.00 1.46M 519,444
2021-04-27 WYNNCHURCH CAPITAL PARTNERS IV, L.P. Director / 10% Owner D-Return D Common Stock, par value $0.0001 per share 2,548,706 19.00 48.43M 17,247,724
2021-04-27 WC PARTNERS EXECUTIVE IV, L.P. Director / 10% Owner D-Return D Common Stock, par value $0.0001 per share 76,759 19.00 1.46M 519,444
2021-04-27 Rajeski Scott Michael Director / Officer P-Purchase A Common Stock, par value $0.0001 per share 15,000 19.00 285.0K 15,000
2021-04-27 Pamplona Capital Partners V, L.P. Director / 10% Owner D-Return D Common Stock, par value $0.0001 per share 9,084,432 19.00 172.60M 61,476,581
2021-04-27 O'Brien Christopher Patrick Director / 10% Owner D-Return D Common Stock, par value $0.0001 per share 2,548,706 19.00 48.43M 17,247,724
2021-04-27 Morno-Wade Suzan Director P-Purchase A Common Stock, par value $0.0001 per share 2,500 19.00 47.5K 2,500
2021-04-27 Leake Jeff Arnold Officer P-Purchase A Common Stock, par value $0.0001 per share 1,000 19.00 19.0K 270,975
2021-04-27 Laven Mark Phillip Director P-Purchase A Common Stock, par value $0.0001 per share 5,000 19.00 95.0K 342,255
2021-04-27 Feck Melissa Claire Officer P-Purchase A Common Stock, par value $0.0001 per share 1,000 19.00 19.0K 194,650
2021-04-27 Evans Robert Deaton Director P-Purchase A Common Stock, par value $0.0001 per share 25,000 19.00 475.0K 318,736

Executive team

Top executives
EBIT / Employee
17.7K
Shares Outstanding
116.96M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Scott M. Rajeski Former President and Chief Executive Officer 500.0K 896.5K 438.0K 10.2K 1.84M 48.60%
2 2025 Oliver C. Gloe Chief Financial Officer 435.0K 468.0K 228.6K 10.5K 1.14M 40.97%
3 2025 Sanjeev Bahl Chief Operating Officer 385.0K 414.2K 202.4K 2.7K 1.00M 41.25%
4 2024 Scott M. Rajeski Former President and Chief Executive Officer 465.0K 1.16M 669.6K 10.4K 2.31M 50.38%
5 2024 Scott M. Rajeski President and Chief Executive Officer 465.0K 1.16M 669.6K 10.4K 2.31M 50.38%
6 2024 Joshua D. Cowley Chief Commercial Officer 393.0K 786.0K 339.6K 1.52M 51.76%
7 2024 Oliver C. Gloe Chief Financial Officer 420.0K 630.0K 362.9K 10.4K 1.42M 44.27%
8 2023 J. Mark Borseth Former Interim Chief Financial Officer and Former Strategic Advisor 389.1K 150.0K 852.8K 212.7K 1.60M 53.15%
9 2023 Scott M. Rajeski President and Chief Executive Officer 456.0K 787.5K 337.5K 21.0K 1.60M 70.22%
10 2023 Joshua D. Cowley Chief Commercial Officer 373.2K 518.0K 222.0K 12.8K 1.13M 65.72%
11 2023 Patrick M. Sheller General Counsel and Secretary 353.6K 367.5K 157.5K 13.2K 891.8K 58.87%
12 2022 Scott M. Rajeski Chief Executive Officer 448.1K 1.12M 62.3K 27.3K 1.66M 67.66%
13 2022 Scott M. Rajeski President and Chief Executive Officer 448.1K 1.12M 62.3K 27.3K 1.66M 67.66%
14 2022 Sanjeev Bahl Chief Operating Officer 323.1K 525.0K 525.0K 29.9K 11.8K 1.41M 74.21%
15 2022 Robert L. Masson II Chief Financial Officer 193.8K 252.0K 315.0K 378.0K 9.0K 1.15M 60.37%
16 2021 Scott M. Rajeski Chief Executive Officer 400.0K 68.24M 997.6K 746.8K 92.7K 70.48M 98.24%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-20 DEFA14A
2026-03-20 DEF 14A
2025-03-21 DEFA14A
2025-03-21 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-05-04 4
2026-05-04 4
2026-05-04 4
2026-05-04 4
2026-05-04 4
2026-05-04 4
2026-03-20 DEFA14A
2026-03-20 DEF 14A
2026-03-20 ARS

Executive team

NameTitleCompensationGender
Sean Gadd Chief Executive Officer, President & Director 1M male
Oliver Carsten Gloe Chief Financial Officer 674.1K male
Sanjeev Bahl Chief Operating Officer 590.0K male
Patrick Sheller General Counsel & Secretary 366.8K male
Kaushal Dhruv Chief Information Officer & Chief Information Security Officer male
Nikki Vaughan Maczko Chief Human Resources Officer female
Suraj Kunchala Vice President & Controller male
ESG Rating
B
CONSTRUCTION
2026
E (Environmental)
63.8 / 75.4
Company / Sector avg.
S (Social)
73.4 / 67.6
Company / Sector avg.
G (Governance)
52.4 / 66.2
Company / Sector avg.
ESG Total
63.2 / 69.8
Company / Sector avg.
ESG Score History CONSTRUCTION
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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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