Latham Group, Inc. (SWIM)
Latham, NY, US
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.
Based on only 1 article — low confidence
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -6.70% | -14.80% | -12.87% | -24.09% | -26.54% | -21.10% | -24.89% | +50.45% | -82.52% | -81.61% | -81.61% |
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 | 5 | 0 |
| Hold | 1 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 1 | 0 |
| 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%
|
-
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)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 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
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-20 | B of A Securities | Underperform | Underperform | Maintain |
| 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
Ownership Overview
| # | 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)
| # | 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 — |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
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Community Opinion for SWIM
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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