TaskUs, Inc. (TASK)
New Braunfels, TX, US
TaskUs, Inc. is a global provider specializing in digital outsourcing services. The company's diverse offerings are designed to support modern businesses, primarily focusing on digital customer interactions. This includes extensive digital customer experience management, delivering omni-channel support predominantly through digital platforms. They also assist with customer care for new product or market launches, implement trust and safety protocols, and facilitate customer acquisition strategies. Moreover, TaskUs delivers robust content security solutions, systematically reviewing and managing user and advertiser-generated content to identify, label, or remove material that violates policies, is offensive, or contains misleading information. The firm is also a key player in artificial intelligence (AI) solutions, providing essential data labeling, annotation, and transcription services vital for training and fine-tuning AI algorithms via machine learning processes. Their client base is varied, encompassing numerous sectors within the digital economy. These include, but are not limited to, e-commerce, financial technology (FinTech), on-demand services like food delivery and ride-sharing, gaming, high technology (HiTech), health technology (HealthTech), social media platforms, and streaming media services. Founded in 2008, TaskUs, Inc. maintains its headquarters in New Braunfels, Texas. The company was previously known as TU TopCo, Inc. before officially changing its name in December 2020.
Based on only 1 article — low confidence
- Is TaskUs (TASK) Stock Undervalued Right Now? Zacks Investment Research
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.51% | -14.16% | -10.05% | -40.31% | -50.80% | -50.64% | -65.52% | -47.19% | -81.28% | -81.28% | -81.28% |
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 | 2 | 0 |
| Hold | 5 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
12.00
+104.3%
|
| Last Year | 3 |
15.00
+155.3%
|
| All Time | 10 |
22.90
+289.8%
|
-
Revenue growth Information Technology Services: +10.1%+19.0% ★ Q1'26: +10.3% (vs Q1'25)
-
EPS growth Information Technology Services: +16.7%+120.0% ★ Q1'26: +13.0% (vs Q1'25)
-
FCF margin FCF growth · Information Technology Services: +32.8%+4.3% Q1'26: +11.8% (vs Q1'25)
-
EBIT margin Information Technology Services: +9.0%+13.1% ★ Q1'26: +11.2% (vs Q1'25)
-
ROIC Information Technology Services: +9.5%+16.9% ★ Q1'26: +13.7% (vs Q1'25)
-
Share dilution Information Technology Services: +0.0%+0.6% Q1'26: -0.6% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Information Technology Services: -0.83×1.38× Q1'26: 2.73× (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 6 Rev. Ana. 5 EPS Ana. |
Dec 2027 6 Rev. Ana. 6 EPS Ana. |
Dec 2028 5 Rev. Ana. 3 EPS Ana. |
Dec 2029 2 Rev. Ana. 1 EPS Ana. |
Dec 2030 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
760.70M
est: 749.88M (+1.4%)
|
960.49M
est: 950.48M (+1.1%)
|
924.37M
est: 925.29M (-0.1%)
|
994.99M
est: 989.68M (+0.5%)
|
1.18B
est: 1.17B (+0.8%)
|
1.23B
1.22B – 1.25B
+5.0% YoY
|
1.31B
1.28B – 1.34B
+6.0% YoY
|
1.40B
1.40B – 1.40B
+7.5% YoY
|
1.59B
1.56B – 1.61B
+12.9% YoY
|
1.71B
1.69B – 1.73B
+8.0% YoY
|
| EBITDA |
624.0K
est: 103.30M (-99.4%)
|
152.41M
est: -40.28M (+478.3%)
|
157.49M
est: 126.08M (+24.9%)
|
167.93M
est: 134.86M (+24.5%)
|
216.21M
est: 160.03M (+35.1%)
|
167.97M
166.62M – 170.13M
+5.0% YoY
|
177.97M
173.98M – 181.95M
+6.0% YoY
|
191.31M
191.31M – 191.32M
+7.5% YoY
|
216.03M
212.80M – 218.81M
+12.9% YoY
|
233.24M
229.75M – 236.24M
+8.0% YoY
|
| EBIT |
-47.26M
est: 53.68M (-188.0%)
|
94.61M
est: -86.41M (+209.5%)
|
96.75M
est: 70.39M (+37.4%)
|
107.77M
est: 75.29M (+43.1%)
|
155.06M
est: 89.34M (+73.6%)
|
93.77M
93.02M – 94.98M
+5.0% YoY
|
99.35M
97.13M – 101.58M
+6.0% YoY
|
106.81M
106.80M – 106.81M
+7.5% YoY
|
120.61M
118.80M – 122.16M
+12.9% YoY
|
130.21M
128.26M – 131.89M
+8.0% YoY
|
| Net Income |
-58.70M
est: 114.34M (-151.3%)
|
40.42M
est: 40.75M (-0.8%)
|
45.69M
est: 52.04M (-12.2%)
|
45.87M
est: 122.42M (-62.5%)
|
102.28M
est: 145.75M (-29.8%)
|
120.44M
108.01M – 132.87M
-17.4% YoY
|
136.61M
125.00M – 148.22M
+13.4% YoY
|
158.69M
145.03M – 172.34M
+16.2% YoY
|
210.68M
206.58M – 214.20M
+32.8% YoY
|
239.45M
234.79M – 243.45M
+13.7% YoY
|
| SGA |
328.34M
est: 216.91M (+51.4%)
|
264.56M
est: 381.19M (-30.6%)
|
237.73M
est: 261.99M (-9.3%)
|
243.34M
est: 280.22M (-13.2%)
|
244.89M
est: 332.54M (-26.4%)
|
349.03M
346.22M – 353.52M
+5.0% YoY
|
369.80M
361.52M – 378.08M
+6.0% YoY
|
397.54M
397.53M – 397.55M
+7.5% YoY
|
448.90M
442.18M – 454.67M
+12.9% YoY
|
484.66M
477.40M – 490.89M
+8.0% YoY
|
| EPS |
-0.60
est: 1.24 (-148.4%)
|
0.41
est: 1.39 (-70.5%)
|
0.49
est: 0.56 (-12.7%)
|
0.52
est: 1.32 (-60.7%)
|
1.14
est: 1.57 (-27.4%)
|
1.33
1.16 – 1.43
-15.3% YoY
|
1.52
1.35 – 1.60
+14.3% YoY
|
1.73
1.56 – 1.86
+13.6% YoY
|
2.27
2.23 – 2.31
+31.5% YoY
|
2.58
2.53 – 2.62
+13.7% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-15 | Wedbush | Outperform | Outperform | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | A | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-11 | A | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-08 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-07 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-06 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-05 | A+ | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-05-04 | A | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-05-01 | A | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-30 | A | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-29 | A | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-28 | A | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-24 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-23 | A | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-22 | A | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-21 | A | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-20 | A | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-17 | A | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-16 | A | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-15 | A | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 4/5 |
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 | BCP FC Aggregator L.P. | 47.13M | 63.40% | 47.13M | — | 47.13M | — | PN | — | 2022-02-11 | ↗ |
| 2 | BCP VII GP L.L.C. | 47.13M | 63.40% | — | 47.13M | — | 47.13M | OO | — | 2022-02-11 | ↗ |
| 3 | BCP VII/BCP Asia Holdings Manager (Cayman) L.L.C. | 47.13M | 63.40% | 47.13M | — | 47.13M | — | OO | — | 2022-02-11 | ↗ |
| 4 | BMA Asia L.L.C. | 47.13M | 63.40% | — | 47.13M | — | 47.13M | OO | — | 2022-02-11 | ↗ |
| 5 | BMA Asia Ltd. | 47.13M | 63.40% | — | 47.13M | — | 47.13M | CO | — | 2022-02-11 | ↗ |
| 6 | Blackstone Group Management L.L.C. | 47.13M | 63.40% | 47.13M | — | 47.13M | — | OO | — | 2022-02-11 | ↗ |
| 7 | Blackstone Holdings III GP L.P. | 47.13M | 63.40% | 47.13M | — | 47.13M | — | PN | — | 2022-02-11 | ↗ |
| 8 | Blackstone Holdings III GP Management L.L.C. | 47.13M | 63.40% | 47.13M | — | 47.13M | — | OO | — | 2022-02-11 | ↗ |
| 9 | Blackstone Holdings III L.P. | 47.13M | 63.40% | 47.13M | — | 47.13M | — | PN | — | 2022-02-11 | ↗ |
| 10 | Blackstone Inc. | 47.13M | 63.40% | 47.13M | — | 47.13M | — | CO | — | 2022-02-11 | ↗ |
| 11 | Blackstone LR Associates (Cayman) VII Ltd. | 47.13M | 63.40% | — | 47.13M | — | 47.13M | CO | — | 2022-02-11 | ↗ |
| 12 | Blackstone Management Associates (Cayman) VII L.P. | 47.13M | 63.40% | — | 47.13M | — | 47.13M | PN | — | 2022-02-11 | ↗ |
| 13 | Blackstone Management Associates Asia L.P. | 47.13M | 63.40% | — | 47.13M | — | 47.13M | PN | — | 2022-02-11 | ↗ |
| 14 | Stephen A. Schwarzman | 47.13M | 63.40% | 47.13M | — | 47.13M | — | IN | — | 2022-02-11 | ↗ |
| 15 | Bryce Maddock | 11.61M | 29.90% | 11.61M | — | 11.61M | — | IN | — | 2022-02-11 | ↗ |
| 16 | Jaspar Weir | 11.61M | 29.90% | 11.61M | — | 11.61M | — | IN | — | 2022-02-11 | ↗ |
| 17 | Wasatch Advisors, Inc. 87-0319391 | 3.05M | 11.00% | 3.05M | — | 3.05M | — | IA | — | 2022-06-06 | ↗ |
| 18 | 04-2747644 | 3.04M | 11.00% | 3.04M | — | 3.04M | — | IA | Delaware | 2022-07-01 | ↗ |
| 19 | 3G CAPITAL PARTNERS LP | 1.55M | 5.60% | — | 1.55M | — | 1.55M | IA | U.S.A. | 2022-02-14 | ↗ |
| 20 | 3G COURSER FUND LP | 1.55M | 5.60% | — | 1.55M | — | 1.55M | PN | Delaware | 2022-02-14 | ↗ |
| 21 | 3G COURSER FUND PARTNERS LTD | 1.55M | 5.60% | — | 1.55M | — | 1.55M | CO | Delaware | 2022-02-14 | ↗ |
| 22 | Daniel Patrick Gibson | 1.49M | 5.41% | — | 1.49M | — | — | IN | Mr. Gibson is a citizen of Antigua and Barbuda | 2023-02-14 | ↗ |
| 23 | Sylebra Capital Limited | 1.49M | 5.41% | — | 1.49M | — | — | IA, HC | Sylebra Capital Limited is organized in Hong Kong | 2023-02-14 | ↗ |
| 24 | Sylebra Capital Management | 1.49M | 5.41% | — | 1.49M | — | — | HC | Sylebra Capital Management is organized in the Cayman Islands | 2023-02-14 | ↗ |
| 25 | LP | 1.47M | 7.60% | — | 1.47M | — | 1.47M | IA | Delaware | 2024-02-15 | ↗ |
| 26 | Think India Opportunities Master Fund LP | 1.47M | 7.60% | — | 1.47M | — | 1.47M | PN | Delaware | 2024-02-15 | ↗ |
| 27 | 2. | — | 0.00% | — | — | — | — | HC | New York | 2022-09-09 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKSTONE INC. | 10.09M +— (+0.0%) | 119.02M -61.2M (-33.9%) | 11.23% -0.049 pp | 0.47% -0.255 pp | USD16.76 -29.7% | 3 qtrs — |
| 2 | THINK INVESTMENTS LP | 3.73M +— (+0.0%) | 44.03M -22.6M (-33.9%) | 4.15% -0.018 pp | 4.91% -3.904 pp | USD14.29 -17.5% | 14 qtrs — |
| 3 | VANGUARD GROUP INC | 1.58M +39.9K (+2.6%) | 18.59M -8.8M (-32.2%) | 1.75% +0.037 pp | 0.00% 0.000 pp | USD36.33 -67.5% | 19 qtrs — |
| 4 | HUDSON BAY CAPITAL MANAGEMENT LP | 1.01M +14.1K (+1.4%) | 11.92M -5.9M (-33.0%) | 1.12% +0.011 pp | 0.04% -0.020 pp | USD17.77 -33.7% | 2 qtrs — |
| 5 | IRENIC CAPITAL MANAGEMENT LP | 954.4K +954.4K (+100.0%) | 11.25M +11.3M (+100.0%) | 1.06% +1.062 pp | 0.76% +0.757 pp | USD11.79 +0.0% | 1 qtrs NEW |
| 6 | DALTON INVESTMENTS LLC | 947.8K +947.8K (+100.0%) | 11.17M +11.2M (+100.0%) | 1.05% +1.054 pp | 8.29% +8.292 pp | USD11.79 +0.0% | 1 qtrs NEW |
| 7 | CALAMOS ADVISORS LLC | 725.1K +725.1K (+100.0%) | 8.55M +8.5M (+100.0%) | 0.81% +0.807 pp | 0.03% +0.032 pp | USD11.79 +0.0% | 3 qtrs — |
| 8 | WESTCHESTER CAPITAL MANAGEMENT, LLC | 602.6K +202.0K (+50.4%) | 7.10M -46.6K (-0.7%) | 0.67% +0.223 pp | 0.30% -0.029 pp | USD15.82 -25.5% | 2 qtrs — |
| 9 | DIMENSIONAL FUND ADVISORS LP | 601.8K +6.9K (+1.2%) | 7.09M -3.5M (-33.2%) | 0.67% +0.005 pp | 0.00% -0.001 pp | USD14.02 -15.9% | 14 qtrs — |
| 10 | QUBE RESEARCH & TECHNOLOGIES LTD | 557.9K -163.6K (-22.7%) | 6.58M -6.3M (-48.9%) | 0.62% -0.186 pp | 0.01% -0.007 pp | USD16.76 -29.7% | 3 qtrs — |
| 11 | BLACKROCK, INC. | 390.7K +18.7K (+5.0%) | 4.61M -2.0M (-30.6%) | 0.43% +0.019 pp | 0.00% +0.000 pp | USD12.99 -9.2% | 6 qtrs — |
| 12 | ATHOS CAPITAL LTD | 240.8K +96.6K (+67.0%) | 2.84M +265.0K (+10.3%) | 0.27% +0.107 pp | 1.09% -0.524 pp | USD14.77 -20.2% | 3 qtrs — |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 217.6K +66.5K (+44.0%) | 2.57M -132.5K (-4.9%) | 0.24% +0.073 pp | 0.00% +0.000 pp | USD40.48 -70.9% | 19 qtrs — |
| 14 | HUSSMAN STRATEGIC ADVISORS, INC. | 210.0K +210.0K (+100.0%) | 2.48M +2.5M (+100.0%) | 0.23% +0.234 pp | 0.60% +0.598 pp | USD11.79 +0.0% | 1 qtrs NEW |
| 15 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 207.0K +30.0K (+16.9%) | 2.44M -718.9K (-22.8%) | 0.23% +0.033 pp | 0.04% -0.010 pp | USD13.81 -14.6% | 4 qtrs — |
| 16 | LMR PARTNERS LLP | 195.0K +195.0K (+100.0%) | 2.30M +2.3M (+100.0%) | 0.22% +0.217 pp | 0.00% +0.004 pp | USD11.79 +0.0% | 3 qtrs — |
| 17 | D. E. SHAW & CO., INC. | 188.1K -55.5K (-22.8%) | 2.22M -2.1M (-49.0%) | 0.21% -0.063 pp | 0.00% -0.001 pp | USD13.27 -11.2% | 11 qtrs — |
| 18 | BOOTHBAY FUND MANAGEMENT, LLC | 173.9K +4.7K (+2.8%) | 2.05M -969.6K (-32.1%) | 0.19% +0.004 pp | 0.03% -0.013 pp | USD17.69 -33.4% | 2 qtrs — |
| 19 | MURCHINSON LTD. | 168.8K -5.7K (-3.3%) | 1.99M -1.1M (-36.1%) | 0.19% -0.007 pp | 0.32% -0.075 pp | USD17.85 -33.9% | 2 qtrs — |
| 20 | UBS GROUP AG | 167.5K +134.1K (+400.8%) | 1.98M +1.4M (+230.8%) | 0.19% +0.149 pp | 0.00% +0.000 pp | USD13.27 -11.2% | 19 qtrs — |
| 21 | TUDOR INVESTMENT CORP ET AL | 164.0K +104.3K (+174.8%) | 1.93M +868.4K (+81.5%) | 0.18% +0.116 pp | 0.00% +0.002 pp | USD13.52 -12.8% | 4 qtrs — |
| 22 | CSM ADVISORS, LLC | 163.5K +163.5K (+100.0%) | 1.93M +1.9M (+100.0%) | 0.18% +0.182 pp | 0.05% +0.052 pp | USD11.79 +0.0% | 1 qtrs NEW |
| 23 | LAZARD ASSET MANAGEMENT LLC | 147.6K +38.3K (+35.1%) | 1.74M -210.6K (-10.8%) | 0.16% +0.042 pp | 0.00% +0.000 pp | USD15.76 -25.2% | 9 qtrs — |
| 24 | CENTIVA CAPITAL, LP | 143.3K +62.9K (+78.3%) | 1.69M +254.6K (+17.7%) | 0.16% +0.070 pp | 0.01% +0.000 pp | USD14.18 -16.9% | 8 qtrs — |
| 25 | AQR CAPITAL MANAGEMENT LLC | 130.6K +75.8K (+138.1%) | 1.54M +560.8K (+57.3%) | 0.15% +0.084 pp | 0.00% +0.000 pp | USD12.26 -3.8% | 13 qtrs — |
| 26 | CERITY PARTNERS LLC | 113.4K +113.4K (+100.0%) | 1.34M +1.3M (+100.0%) | 0.13% +0.126 pp | 0.00% +0.002 pp | USD11.79 +0.0% | 1 qtrs NEW |
| 27 | RAYMOND JAMES FINANCIAL INC | 111.1K +111.1K (+100.0%) | 1.31M +1.3M (+100.0%) | 0.12% +0.124 pp | 0.00% +0.000 pp | USD11.79 +0.0% | 5 qtrs — |
| 28 | STATE STREET CORP | 101.8K -5.8K (-5.4%) | 1.20M -720.4K (-37.5%) | 0.11% -0.007 pp | 0.00% +0.000 pp | USD47.80 -75.3% | 18 qtrs — |
| 29 | GOLDMAN SACHS GROUP INC | 101.6K +60.6K (+147.9%) | 1.20M +466.5K (+63.7%) | 0.11% +0.067 pp | 0.00% +0.000 pp | USD12.34 -4.5% | 19 qtrs — |
| 30 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 100.3K -95.0 (-0.1%) | 1.18M -609.4K (-34.0%) | 0.11% -0.001 pp | 0.00% 0.000 pp | USD17.85 -33.9% | 2 qtrs — |
| 31 | ALBERTA INVESTMENT MANAGEMENT CORP | 100.0K +100.0K (+100.0%) | 1.18M +1.2M (+100.0%) | 0.11% +0.111 pp | 0.01% +0.007 pp | USD11.79 +0.0% | 1 qtrs NEW |
| 32 | FOURWORLD CAPITAL MANAGEMENT LLC | 100.0K +— (+0.0%) | 1.18M -606.0K (-33.9%) | 0.11% -0.001 pp | 0.96% -1.862 pp | USD16.76 -29.7% | 3 qtrs — |
| 33 | Y-INTERCEPT (HONG KONG) LTD | 87.1K +39.9K (+84.7%) | 1.03M +185.2K (+22.0%) | 0.10% +0.044 pp | 0.02% +0.003 pp | USD15.07 -21.8% | 2 qtrs — |
| 34 | QUINN OPPORTUNITY PARTNERS LLC | 78.9K +78.9K (+100.0%) | 930.6K +930.6K (+100.0%) | 0.09% +0.088 pp | 0.04% +0.039 pp | USD11.79 +0.0% | 1 qtrs NEW |
| 35 | MORGAN STANLEY | 68.0K -44.5K (-39.6%) | 801.2K -1.2M (-60.1%) | 0.08% -0.050 pp | 0.00% 0.000 pp | USD17.31 -31.9% | 19 qtrs — |
| 36 | BOUSSARD & GAVAUDAN INVESTMENT MANAGEMENT LLP | 68.2K -88.8K (-56.5%) | 801.1K -2.0M (-71.3%) | 0.08% -0.100 pp | 0.06% -0.285 pp | USD17.85 -33.9% | 2 qtrs — |
| 37 | FIRST TRUST ADVISORS LP | 66.4K +14.3K (+27.4%) | 782.7K -147.5K (-15.9%) | 0.07% +0.016 pp | 0.00% 0.000 pp | USD12.72 -7.3% | 6 qtrs — |
| 38 | CENTERBOOK PARTNERS LP | 65.0K -92.2K (-58.7%) | 766.3K -2.0M (-72.7%) | 0.07% -0.103 pp | 0.04% -0.101 pp | USD17.85 -33.9% | 2 qtrs — |
| 39 | MML INVESTORS SERVICES, LLC | 64.8K +64.8K (+100.0%) | 763.9K +763.9K (+100.0%) | 0.07% +0.072 pp | 0.00% +0.002 pp | USD11.79 +0.0% | 1 qtrs NEW |
| 40 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 58.7K +7.5K (+14.7%) | 692.0K -221.5K (-24.2%) | 0.07% +0.008 pp | 0.01% +0.004 pp | USD17.07 -30.9% | 2 qtrs — |
| 41 | GABELLI FUNDS LLC | 57.7K +57.7K (+100.0%) | 680.4K +680.4K (+100.0%) | 0.06% +0.064 pp | 0.00% +0.005 pp | USD11.79 +0.0% | 1 qtrs NEW |
| 42 | MILLENNIUM MANAGEMENT LLC | 56.7K -14.9K (-20.8%) | 668.4K -610.1K (-47.7%) | 0.06% -0.017 pp | 0.00% 0.000 pp | USD16.16 -27.0% | 19 qtrs — |
| 43 | BANK OF NEW YORK MELLON CORP | 55.7K +23.8K (+74.3%) | 656.8K +86.4K (+15.1%) | 0.06% +0.026 pp | 0.00% +0.000 pp | USD19.31 -38.9% | 18 qtrs — |
| 44 | — | 51.5K +51.5K (+100.0%) | 607.2K +607.2K (+100.0%) | 0.06% +0.057 pp | 0.75% +0.754 pp | USD11.79 +0.0% | 1 qtrs NEW |
| 45 | GABELLI & CO INVESTMENT ADVISERS, INC. | 49.6K +49.6K (+100.0%) | 584.2K +584.2K (+100.0%) | 0.06% +0.055 pp | 0.09% +0.088 pp | USD11.79 +0.0% | 1 qtrs NEW |
| 46 | COUNTERPOINT MUTUAL FUNDS LLC | 48.5K +48.5K (+100.0%) | 571.8K +571.8K (+100.0%) | 0.05% +0.054 pp | 0.04% +0.042 pp | USD11.79 +0.0% | 1 qtrs NEW |
| 47 | CITADEL ADVISORS LLC | 48.4K -92.2K (-65.6%) | 570.3K -1.9M (-77.3%) | 0.05% -0.103 pp | 0.00% 0.000 pp | USD17.00 -30.6% | 19 qtrs — |
| 48 | AMERICAN CENTURY COMPANIES INC | 48.1K +2.1K (+4.6%) | 567.7K -254.3K (-30.9%) | 0.05% +0.002 pp | 0.00% 0.000 pp | USD12.95 -9.0% | 11 qtrs — |
| 49 | MARSHALL WACE, LLP | 46.8K -18.7K (-28.5%) | 552.1K -617.7K (-52.8%) | 0.05% -0.021 pp | 0.00% -0.001 pp | USD13.13 -10.2% | 9 qtrs — |
| 50 | VICTORY CAPITAL MANAGEMENT INC | 43.8K +43.8K (+100.0%) | 515.9K +515.9K (+100.0%) | 0.05% +0.049 pp | 0.00% +0.000 pp | USD11.79 +0.0% | 1 qtrs NEW |
| 51 | NORTHERN TRUST CORP | 42.2K +162.0 (+0.4%) | 497.9K -253.0K (-33.7%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD54.36 -78.3% | 18 qtrs — |
| 52 | INSPIRE INVESTING, LLC | 40.0K -46.0K (-53.5%) | 471.5K -1.1M (-69.3%) | 0.04% -0.052 pp | 0.04% -0.107 pp | USD15.99 -26.3% | 4 qtrs — |
| 53 | POINT72 ASSET MANAGEMENT, L.P. | 39.3K +39.3K (+100.0%) | 463.5K +463.5K (+100.0%) | 0.04% +0.044 pp | 0.00% +0.001 pp | USD11.79 +0.0% | 1 qtrs NEW |
| 54 | WATERSHED ASSET MANAGEMENT, L.L.C. | 38.8K +38.8K (+100.0%) | 457.8K +457.8K (+100.0%) | 0.04% +0.043 pp | 0.43% +0.428 pp | USD11.79 +0.0% | 1 qtrs NEW |
| 55 | TREXQUANT INVESTMENT LP | 33.8K +33.8K (+100.0%) | 398.6K +398.6K (+100.0%) | 0.04% +0.038 pp | 0.00% +0.004 pp | USD11.79 +0.0% | 14 qtrs — |
| 56 | XTX TOPCO LTD | 32.0K +5.9K (+22.7%) | 377.4K -88.4K (-19.0%) | 0.04% +0.007 pp | 0.01% -0.014 pp | USD16.73 -29.5% | 2 qtrs — |
| 57 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31.2K -12.3K (-28.3%) | 367.4K -408.5K (-52.6%) | 0.03% -0.014 pp | 0.00% +0.000 pp | USD17.55 -32.8% | 5 qtrs — |
| 58 | FIFTH LANE CAPITAL, LP | 30.4K +30.4K (+100.0%) | 358.5K +358.5K (+100.0%) | 0.03% +0.034 pp | 0.27% +0.272 pp | USD11.79 +0.0% | 1 qtrs NEW |
| 59 | SHAY CAPITAL LLC | 30.3K +30.3K (+100.0%) | 357.3K +357.3K (+100.0%) | 0.03% +0.034 pp | 0.04% +0.037 pp | USD11.79 +0.0% | 1 qtrs NEW |
| 60 | ONE68 GLOBAL CAPITAL, LLC | 30.3K +30.3K (+100.0%) | 357.3K +357.3K (+100.0%) | 0.03% +0.034 pp | 4.21% +4.211 pp | USD11.79 +0.0% | 1 qtrs NEW |
| 61 | PDT PARTNERS, LLC | 30.1K +10.2K (+51.3%) | 354.5K -172.0 (0.0%) | 0.03% +0.011 pp | 0.02% +0.001 pp | USD12.92 -8.7% | 17 qtrs — |
| 62 | INVESCO LTD. | 30.1K +3.6K (+13.7%) | 354.4K -117.5K (-24.9%) | 0.03% +0.004 pp | 0.00% +0.000 pp | USD15.05 -21.7% | 4 qtrs — |
| 63 | PRICE T ROWE ASSOCIATES INC /MD/ | 28.2K +— (+0.0%) | 333.0K -171.0K (-33.9%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD14.69 -19.7% | 13 qtrs — |
| 64 | SWISS NATIONAL BANK | 26.8K +— (+0.0%) | 316.0K -162.4K (-33.9%) | 0.03% 0.000 pp | 0.00% 0.000 pp | USD44.86 -73.7% | 17 qtrs — |
| 65 | GROUPE LA FRANCAISE | 26.8K -89.1K (-76.9%) | 316.0K -1.8M (-84.7%) | 0.03% -0.100 pp | 0.00% -0.024 pp | USD16.76 -29.7% | 3 qtrs — |
| 66 | GSA CAPITAL PARTNERS LLP | 26.6K +8.4K (+46.4%) | 314.0K -10.0K (-3.1%) | 0.03% +0.009 pp | 0.03% +0.000 pp | USD13.31 -11.4% | 11 qtrs — |
| 67 | UBS ASSET MANAGEMENT AMERICAS INC | 26.1K +— (+0.0%) | 307.3K -158.0K (-33.9%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD14.11 -16.4% | 17 qtrs — |
| 68 | CREDIT INDUSTRIEL ET COMMERCIAL | 25.7K -60.7K (-70.2%) | 303.0K -1.2M (-80.3%) | 0.03% -0.068 pp | 0.02% -0.106 pp | USD16.76 -29.7% | 3 qtrs — |
| 69 | HEADLANDS TECHNOLOGIES LLC | 24.7K -2.6K (-9.5%) | 290.7K -195.5K (-40.2%) | 0.03% -0.003 pp | 0.02% -0.015 pp | USD16.76 -29.7% | 3 qtrs — |
| 70 | PHARVISION ADVISERS, LLC | 22.2K +22.2K (+100.0%) | 261.7K +261.7K (+100.0%) | 0.02% +0.025 pp | 0.13% +0.133 pp | USD11.79 +0.0% | 1 qtrs NEW |
| 71 | JAIN GLOBAL LLC | 19.8K +19.8K (+100.0%) | 234.0K +234.0K (+100.0%) | 0.02% +0.022 pp | 0.00% +0.001 pp | USD11.79 +0.0% | 1 qtrs NEW |
| 72 | VERITION FUND MANAGEMENT LLC | 19.8K -165.5K (-89.3%) | 233.1K -3.1M (-92.9%) | 0.02% -0.185 pp | 0.00% -0.013 pp | USD16.79 -29.8% | 7 qtrs — |
| 73 | TWO SIGMA ADVISERS, LP | 17.6K -46.0K (-72.3%) | 207.5K -927.8K (-81.7%) | 0.02% -0.052 pp | 0.00% -0.002 pp | USD12.25 -3.8% | 10 qtrs — |
| 74 | ALTA WEALTH ADVISORS LLC | 16.7K +16.7K (+100.0%) | 197.2K +197.2K (+100.0%) | 0.02% +0.019 pp | 0.07% +0.066 pp | USD11.79 +0.0% | 1 qtrs NEW |
| 75 | HSBC HOLDINGS PLC | 16.7K +5.6K (+50.3%) | 196.4K -1.4K (-0.7%) | 0.02% +0.006 pp | 0.00% +0.000 pp | USD11.97 -1.5% | 11 qtrs — |
| 76 | GRAHAM CAPITAL MANAGEMENT, L.P. | 16.1K +16.1K (+100.0%) | 189.7K +189.7K (+100.0%) | 0.02% +0.018 pp | 0.00% +0.005 pp | USD11.79 +0.0% | 1 qtrs NEW |
| 77 | BARCLAYS PLC | 16.1K -8.7K (-35.2%) | 189.3K -130.8K (-40.9%) | 0.02% -0.010 pp | 0.00% +0.000 pp | USD12.59 -6.4% | 11 qtrs — |
| 78 | JUMP FINANCIAL, LLC | 14.7K +14.7K (+100.0%) | 173.3K +173.3K (+100.0%) | 0.02% +0.016 pp | 0.00% +0.002 pp | USD11.79 +0.0% | 1 qtrs NEW |
| 79 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 14.5K +— (+0.0%) | 170.9K -87.8K (-33.9%) | 0.02% 0.000 pp | 0.00% 0.000 pp | USD47.85 -75.4% | 17 qtrs — |
| 80 | JANE STREET GROUP, LLC | 14.4K +14.4K (+100.0%) | 169.8K +169.8K (+100.0%) | 0.02% +0.016 pp | 0.00% +0.000 pp | USD11.79 +0.0% | 4 qtrs — |
| 81 | LEGAL & GENERAL GROUP PLC | 13.4K -3.0K (-18.1%) | 158.1K -134.1K (-45.9%) | 0.01% -0.003 pp | 0.00% +0.000 pp | USD24.67 -52.2% | 19 qtrs — |
| 82 | OCCUDO QUANTITATIVE STRATEGIES LP | 11.8K +11.8K (+100.0%) | 138.7K +138.7K (+100.0%) | 0.01% +0.013 pp | 0.01% +0.009 pp | USD11.79 +0.0% | 1 qtrs NEW |
| 83 | TWO SIGMA INVESTMENTS, LP | 11.5K -153.2K (-93.0%) | 135.6K -2.8M (-95.4%) | 0.01% -0.171 pp | 0.00% -0.004 pp | USD12.82 -8.0% | 11 qtrs — |
| 84 | JANUS HENDERSON GROUP PLC | 11.4K +— (+0.0%) | 134.5K -69.3K (-34.0%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD14.44 -18.4% | 12 qtrs — |
| 85 | SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | 10.0K +10.0K (+100.0%) | 117.9K +117.9K (+100.0%) | 0.01% +0.011 pp | 0.00% +0.001 pp | USD11.79 +0.0% | 1 qtrs NEW |
| 86 | RANGELEY CAPITAL, LLC | 10.0K +10.0K (+100.0%) | 117.9K +117.9K (+100.0%) | 0.01% +0.011 pp | 0.10% +0.098 pp | USD11.79 +0.0% | 1 qtrs NEW |
| 87 | GROUP ONE TRADING, L.P. | 9.7K +6.8K (+238.9%) | 114.1K +63.1K (+123.8%) | 0.01% +0.008 pp | 0.00% +0.000 pp | USD13.58 -13.2% | 2 qtrs — |
| 88 | SG AMERICAS SECURITIES, LLC | 8.8K +8.8K (+100.0%) | 104.0K +104.0K (+100.0%) | 0.01% +0.010 pp | 0.00% +0.000 pp | USD11.79 +0.0% | 15 qtrs — |
| 89 | WOLVERINE ASSET MANAGEMENT LLC | 8.6K +8.6K (+100.0%) | 101.9K +101.9K (+100.0%) | 0.01% +0.010 pp | 0.00% +0.001 pp | USD11.79 +0.0% | 1 qtrs NEW |
| 90 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 8.0K +— (+0.0%) | 94.9K -48.8K (-33.9%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD15.85 -25.6% | 17 qtrs — |
| 91 | KESTRA ADVISORY SERVICES, LLC | 7.4K +7.4K (+100.0%) | 86.7K +86.7K (+100.0%) | 0.01% +0.008 pp | 0.00% +0.000 pp | USD11.79 +0.0% | 1 qtrs NEW |
| 92 | QUEST PARTNERS LLC | 7.1K +1.4K (+23.9%) | 83.8K -18.6K (-18.2%) | 0.01% +0.002 pp | 0.00% -0.002 pp | USD13.20 -10.7% | 8 qtrs — |
| 93 | QUANTBOT TECHNOLOGIES LP | 6.4K -19.5K (-75.3%) | 75.4K -386.9K (-83.7%) | 0.01% -0.022 pp | 0.00% -0.010 pp | USD14.56 -19.0% | 16 qtrs — |
| 94 | HARBOR CAPITAL ADVISORS, INC. | 5.6K +622.0 (+12.5%) | 66.0K -23.0K (-25.8%) | 0.01% +0.001 pp | 0.01% -0.002 pp | USD14.10 -16.4% | 4 qtrs — |
| 95 | DEKABANK DEUTSCHE GIROZENTRALE | 4.8K +— (+0.0%) | 62.0K -23.0K (-27.1%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD13.07 -9.8% | 9 qtrs — |
| 96 | STATE OF WYOMING | 5.0K +5.0K (+100.0%) | 59.0K +59.0K (+100.0%) | 0.01% +0.006 pp | 0.01% +0.007 pp | USD11.79 +0.0% | 1 qtrs NEW |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust Active Factor Small Cap ETF AFSM | 0.30% | 337.9K | 0.75% |
| 2 | Inspire Small/Mid Cap ETF ISMD | 0.24% | 781.4K | 0.53% |
| 3 | First Trust Dow Jones Select MicroCap Index Fund FDM | 0.12% | 314.8K | 0.65% |
| 4 | VictoryShares Small Cap Free Cash Flow ETF SFLO | 0.10% | 602.2K | 0.56% |
| 5 | WisdomTree U.S. SmallCap Fund EES | 0.05% | 372.7K | 0.38% |
| 6 | Texas Capital Texas Equity Index ETF TXS | 0.04% | 15.1K | 0.49% |
| 7 | Avantis U.S. Small Cap Equity ETF AVSC | 0.01% | 153.0K | 0.25% |
| 8 | Dimensional - US Targeted Value ETF DFAT | 0.00% | 480.0K | 0.28% |
| 9 | U.S. Micro Cap Portfolio ETF DFMC | 0.00% | 238.3K | 0.43% |
| 10 | Dimensional - US Small Cap ETF DFAS | 0.00% | 429.8K | 0.26% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-02 | Johnson Jarrod | Officer | S-Sale | D | Class A Common Stock | 11,406 | 6.89 | 78.5K | 25,130 | D | ↗ |
| 2026-04-01 | Walsh Claudia F | Officer | M-Exempt | D | Restricted Stock Units | 12,500 | 0.00 | — | 0 | D | ↗ |
| 2026-04-01 | Johnson Jarrod | Officer | S-Sale | D | Class A Common Stock | 25,000 | 6.78 | 169.6K | 36,536 | D | ↗ |
| 2026-03-31 | Thrash Trent Pollard | Officer | — | — | Restricted Stock Units | 10,969 | 0.00 | — | 0 | D | ↗ |
| 2026-03-31 | Gold Garrett William | Officer | — | — | Restricted Stock Units | 7,497 | 0.00 | — | 0 | D | ↗ |
| 2026-03-26 | Weir Jaspar | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 13,242 | 0.00 | — | 13,644 | D | ↗ |
| 2026-03-26 | Walsh Claudia F | Officer | M-Exempt | D | Restricted Stock Units | 28,338 | 0.00 | — | 29,198 | D | ↗ |
| 2026-03-26 | Sekar Balaji | Officer | M-Exempt | D | Restricted Stock Units | 28,338 | 0.00 | — | 29,198 | D | ↗ |
| 2026-03-26 | Maddock Bryce | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 92,696 | 0.00 | — | 95,506 | D | ↗ |
| 2026-03-26 | Johnson Jarrod | Officer | M-Exempt | D | Restricted Stock Units | 28,338 | 0.00 | — | 29,198 | D | ↗ |
| 2026-03-26 | Daoust Stephan | Officer | M-Exempt | D | Restricted Stock Units | 28,338 | 0.00 | — | 29,198 | D | ↗ |
| 2026-03-09 | Weir Jaspar | Director / Officer / 10% Owner | A-Award | A | Restricted Stock Units | 28,116 | 0.00 | — | 28,116 | D | ↗ |
| 2026-03-09 | Walsh Claudia F | Officer | A-Award | A | Restricted Stock Units | 39,362 | 0.00 | — | 39,362 | D | ↗ |
| 2026-03-09 | Maddock Bryce | Director / Officer / 10% Owner | A-Award | A | Restricted Stock Units | 309,278 | 0.00 | — | 309,278 | D | ↗ |
| 2026-03-09 | Johnson Jarrod | Officer | A-Award | A | Restricted Stock Units | 56,232 | 0.00 | — | 56,232 | D | ↗ |
| 2026-03-09 | Daoust Stephan | Officer | A-Award | A | Restricted Stock Units | 56,232 | 0.00 | — | 56,232 | D | ↗ |
| 2026-03-07 | Weir Jaspar | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 3,158 | 10.92 | 34.5K | 1,025,874 | D | ↗ |
| 2026-03-07 | Walsh Claudia F | Officer | M-Exempt | D | Restricted Stock Units | 16,856 | 0.00 | — | 34,224 | D | ↗ |
| 2026-03-07 | Sekar Balaji | Officer | M-Exempt | A | Class A Common Stock | 25,933 | 0.00 | — | 214,937 | D | ↗ |
| 2026-03-07 | Maddock Bryce | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 80,392 | 0.00 | — | 163,222 | D | ↗ |
| 2026-03-07 | Johnson Jarrod | Officer | M-Exempt | A | Class A Common Stock | 25,933 | 0.00 | — | 46,806 | D | ↗ |
| 2026-03-07 | Daoust Stephan | Officer | M-Exempt | A | Class A Common Stock | 25,933 | 0.00 | — | 85,719 | D | ↗ |
| 2026-03-06 | Weir Jaspar | Director / Officer / 10% Owner | M-Exempt | A | Class A Common Stock | 10,355 | 0.00 | — | 1,018,588 | D | ↗ |
| 2026-03-06 | Walsh Claudia F | Officer | F-InKind | D | Class A Common Stock | 3,612 | 10.92 | 39.4K | 102,888 | D | ↗ |
| 2026-03-06 | Sekar Balaji | Officer | M-Exempt | A | Class A Common Stock | 10,445 | 0.00 | — | 191,593 | D | ↗ |
| 2026-03-06 | Maddock Bryce | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 31,515 | 0.00 | — | 0 | D | ↗ |
| 2026-03-06 | Johnson Jarrod | Officer | M-Exempt | D | Restricted Stock Units | 11,076 | 0.00 | — | 0 | D | ↗ |
| 2026-03-06 | Daoust Stephan | Officer | M-Exempt | A | Class A Common Stock | 9,005 | 0.00 | — | 61,993 | D | ↗ |
| 2026-03-03 | Weir Jaspar | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 8,889 | 0.00 | — | 1,007,097 | D | ↗ |
| 2026-03-03 | Walsh Claudia F | Officer | F-InKind | D | Class A Common Stock | 2,338 | 10.92 | 25.5K | 97,045 | D | ↗ |
| 2026-03-03 | Sekar Balaji | Officer | F-InKind | D | Class A Common Stock | 2,590 | 10.92 | 28.3K | 181,148 | D | ↗ |
| 2026-03-03 | Maddock Bryce | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 27,068 | 0.00 | — | 1,122,740 | D | ↗ |
| 2026-03-03 | Johnson Jarrod | Officer | F-InKind | D | Class A Common Stock | 2,590 | 10.92 | 28.3K | 12,546 | D | ↗ |
| 2026-03-03 | Daoust Stephan | Officer | F-InKind | D | Class A Common Stock | 2,590 | 10.92 | 28.3K | 52,988 | D | ↗ |
| 2025-12-15 | Johnson Jarrod | Officer | S-Sale | D | Class A Common Stock | 17,827 | 12.03 | 214.4K | 6,406 | D | ↗ |
| 2025-10-28 | Walsh Claudia F | Officer | M-Exempt | A | Class A Common Stock | 16,847 | 0.00 | — | 102,264 | D | ↗ |
| 2025-08-18 | Johnson Jarrod | Officer | S-Sale | D | Class A Common Stock | 10,869 | 17.25 | 187.5K | 24,233 | D | ↗ |
| 2025-08-11 | Johnson Jarrod | Officer | S-Sale | D | Class A Common Stock | 24,233 | 17.04 | 412.9K | 24,233 | D | ↗ |
| 2025-08-05 | Sekar Balaji | Officer | M-Exempt | D | Restricted Stock Units | 79,629 | 0.00 | — | 0 | D | ↗ |
| 2025-08-05 | Johnson Jarrod | Officer | M-Exempt | D | Restricted Stock Units | 79,629 | 0.00 | — | 0 | D | ↗ |
| 2025-07-31 | Maddock Bryce | Director / Officer / 10% Owner | M-Exempt | A | Class A Common Stock | 53,333 | 0.00 | — | 1,116,660 | D | ↗ |
| 2025-07-18 | Weir Jaspar | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 68,899 | 0.00 | — | 0 | D | ↗ |
| 2025-07-18 | Maddock Bryce | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 27,112 | 17.07 | 462.8K | 1,063,327 | D | ↗ |
| 2025-06-15 | Daoust Stephan | Officer | M-Exempt | A | Class A Common Stock | 30,437 | 0.00 | — | 58,120 | D | ↗ |
| 2025-05-23 | Weir Jaspar | Director / Officer / 10% Owner | C-Conversion | D | Class B Common Stock | 129,936 | 0.00 | — | 476,714 | I | ↗ |
| 2025-05-23 | Maddock Bryce | Director / Officer / 10% Owner | C-Conversion | D | Class B Common Stock | 140,553 | 0.00 | — | 515,667 | I | ↗ |
| 2025-05-23 | Blackstone Holdings III L.P. | 10% Owner | C-Conversion | A | Class A Common Stock | 10,094,674 | 0.00 | — | 10,094,674 | I | ↗ |
| 2025-05-23 | BCP FC Aggregator L.P. | 10% Owner | C-Conversion | A | Class A Common Stock | 10,094,674 | 0.00 | — | 10,094,674 | I | ↗ |
| 2025-05-22 | TUMINELLI KELLY L | Director | M-Exempt | D | Restricted Stock Units | 14,342 | 0.00 | — | 0 | D | ↗ |
| 2025-05-22 | Reses Jacqueline D | Director | M-Exempt | A | Class A Common Stock | 14,342 | 0.00 | — | 34,548 | D | ↗ |
| 2025-05-22 | Kumar Susir | Director | A-Award | A | Restricted Stock Units | 12,491 | 0.00 | — | 12,491 | D | ↗ |
| 2025-05-22 | Greenthal Jill A | Director | M-Exempt | D | Restricted Stock Units | 14,342 | 0.00 | — | 0 | D | ↗ |
| 2025-05-22 | Gonzalez Michelle H | Director | A-Award | A | Restricted Stock Units | 12,491 | 0.00 | — | 12,491 | D | ↗ |
| 2025-04-01 | Walsh Claudia F | Officer | F-InKind | D | Class A Common Stock | 5,073 | 13.66 | 69.3K | 85,417 | D | ↗ |
| 2025-04-01 | Greenthal Jill A | Director | M-Exempt | D | Restricted Stock Units | 2,494 | 0.00 | — | 0 | D | ↗ |
| 2025-04-01 | Gonzalez Michelle H | Director | M-Exempt | D | Restricted Stock Units | 2,494 | 0.00 | — | 0 | D | ↗ |
| 2025-03-18 | Johnson Jarrod | Officer | S-Sale | D | Class A Common Stock | 21,437 | 13.60 | 291.5K | 0 | D | ↗ |
| 2025-03-15 | Weir Jaspar | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 13,242 | 0.00 | — | 26,886 | D | ↗ |
| 2025-03-15 | Walsh Claudia F | Officer | M-Exempt | D | Restricted Stock Units | 28,338 | 0.00 | — | 57,536 | D | ↗ |
| 2025-03-15 | Sekar Balaji | Officer | M-Exempt | D | Restricted Stock Units | 28,338 | 0.00 | — | 57,536 | D | ↗ |
| 2025-03-15 | Maddock Bryce | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 68,897 | 0.00 | — | 68,899 | D | ↗ |
| 2025-03-15 | Johnson Jarrod | Officer | F-InKind | D | Class A Common Stock | 6,901 | 13.67 | 94.3K | 21,437 | D | ↗ |
| 2025-03-15 | Daoust Stephan | Officer | M-Exempt | D | Restricted Stock Units | 28,338 | 0.00 | — | 57,536 | D | ↗ |
| 2025-03-11 | Johnson Jarrod | Officer | S-Sale | D | Class A Common Stock | 15,460 | 13.25 | 204.8K | 0 | D | ↗ |
| 2025-03-07 | Weir Jaspar | Director / Officer / 10% Owner | A-Award | A | Restricted Stock Units | 39,292 | 0.00 | — | 39,292 | D | ↗ |
| 2025-03-07 | Walsh Claudia F | Officer | A-Award | A | Restricted Stock Units | 51,080 | 0.00 | — | 51,080 | D | ↗ |
| 2025-03-07 | Sekar Balaji | Officer | A-Award | A | Restricted Stock Units | 78,585 | 0.00 | — | 78,585 | D | ↗ |
| 2025-03-07 | Maddock Bryce | Director / Officer / 10% Owner | A-Award | A | Restricted Stock Units | 243,614 | 0.00 | — | 243,614 | D | ↗ |
| 2025-03-07 | Johnson Jarrod | Officer | A-Award | A | Restricted Stock Units | 78,585 | 0.00 | — | 78,585 | D | ↗ |
| 2025-03-07 | Daoust Stephan | Officer | A-Award | A | Restricted Stock Units | 78,585 | 0.00 | — | 78,585 | D | ↗ |
| 2025-03-06 | Weir Jaspar | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 10,050 | 0.00 | — | 10,355 | D | ↗ |
| 2025-03-06 | Walsh Claudia F | Officer | M-Exempt | A | Class A Common Stock | 9,176 | 0.00 | — | 63,480 | D | ↗ |
| 2025-03-06 | Sekar Balaji | Officer | M-Exempt | D | Restricted Stock Units | 10,138 | 0.00 | — | 10,445 | D | ↗ |
| 2025-03-06 | Maddock Bryce | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 30,588 | 0.00 | — | 31,515 | D | ↗ |
| 2025-03-06 | Johnson Jarrod | Officer | M-Exempt | D | Restricted Stock Units | 10,749 | 0.00 | — | 11,076 | D | ↗ |
| 2025-03-06 | Daoust Stephan | Officer | F-InKind | D | Class A Common Stock | 2,493 | 12.90 | 32.2K | 6,246 | D | ↗ |
| 2025-03-04 | Weir Jaspar | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 7,153 | 13.54 | 96.9K | 893,414 | D | ↗ |
| 2024-12-16 | Amaya Steven | Officer | M-Exempt | D | Stock Options (right to buy) | 2,600 | 11.96 | 31.1K | 152,374 | D | ↗ |
| 2024-12-15 | Weir Jaspar | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 68,897 | 0.00 | — | 137,796 | D | ↗ |
| 2024-12-15 | Maddock Bryce | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 68,897 | 0.00 | — | 137,796 | D | ↗ |
| 2024-12-13 | Daoust Stephan | Officer | S-Sale | D | Class A Common Stock | 62,159 | 18.23 | 1.13M | 0 | D | ↗ |
| 2024-12-13 | Amaya Steven | Officer | M-Exempt | D | Stock Options (right to buy) | 10,536 | 2.33 | 24.5K | 0 | D | ↗ |
| 2024-11-11 | Daoust Stephan | Officer | S-Sale | D | Class A Common Stock | 100 | 18.10 | 1.8K | 62,159 | D | ↗ |
| 2024-10-28 | Walsh Claudia F | Officer | M-Exempt | A | Class A Common Stock | 16,846 | 0.00 | — | 60,315 | D | ↗ |
| 2024-09-15 | Weir Jaspar | Director / Officer / 10% Owner | M-Exempt | A | Class A Common Stock | 68,897 | 0.00 | — | 805,003 | — | ↗ |
| 2024-09-15 | Maddock Bryce | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 68,897 | 0.00 | — | 206,693 | — | ↗ |
| 2024-09-15 | Amaya Steven | Officer | M-Exempt | A | Class A Common Stock | 3,855 | 0.00 | — | 18,217 | — | ↗ |
| 2024-09-07 | TUMINELLI KELLY L | Director | M-Exempt | A | Class A Common Stock | 1,175 | 0.00 | — | 29,365 | — | ↗ |
| 2024-08-16 | Johnson Jarrod | Officer | S-Sale | D | Class A Common Stock | 38,580 | 13.85 | 534.3K | 7,726 | — | ↗ |
| 2024-08-15 | Johnson Jarrod | Officer | S-Sale | D | Class A Common Stock | 51,777 | 14.14 | 732.0K | 46,306 | — | ↗ |
| 2024-08-05 | Sekar Balaji | Officer | M-Exempt | A | Class A Common Stock | 39,814 | 0.00 | — | 106,805 | — | ↗ |
| 2024-08-05 | Johnson Jarrod | Officer | F-InKind | D | Class A Common Stock | 9,695 | 15.26 | 147.9K | 98,083 | — | ↗ |
| 2024-06-15 | Weir Jaspar | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 68,897 | 0.00 | — | 275,590 | — | ↗ |
| 2024-06-15 | Maddock Bryce | Director / Officer / 10% Owner | M-Exempt | A | Class A Common Stock | 68,897 | 0.00 | — | 756,644 | — | ↗ |
| 2024-06-15 | Daoust Stephan | Officer | M-Exempt | D | Restricted Stock Units | 30,434 | 0.00 | — | 30,437 | — | ↗ |
| 2024-06-15 | Amaya Steven | Officer | F-InKind | D | Class A Common Stock | 1,059 | 12.91 | 13.7K | 14,362 | — | ↗ |
| 2024-06-03 | Maddock Bryce | Director / Officer / 10% Owner | A-Award | A | Restricted Stock Units | 240,000 | 0.00 | — | 240,000 | — | ↗ |
| 2024-05-23 | TUMINELLI KELLY L | Director | A-Award | A | Restricted Stock Units | 14,342 | 0.00 | — | 14,342 | — | ↗ |
| 2024-05-23 | Reses Jacqueline D | Director | A-Award | A | Restricted Stock Units | 14,342 | 0.00 | — | 14,342 | — | ↗ |
| 2024-05-23 | Kumar Susir | Director | A-Award | A | Restricted Stock Units | 14,342 | 0.00 | — | 14,342 | — | ↗ |
| 2024-05-23 | Greenthal Jill A | Director | A-Award | A | Restricted Stock Units | 14,342 | 0.00 | — | 14,342 | — | ↗ |
| 2024-05-23 | Gonzalez Michelle H | Director | A-Award | A | Restricted Stock Units | 14,342 | 0.00 | — | 14,342 | — | ↗ |
| 2024-05-18 | TUMINELLI KELLY L | Director | M-Exempt | A | Class A Common Stock | 12,941 | 0.00 | — | 28,190 | — | ↗ |
| 2024-05-18 | Reses Jacqueline D | Director | M-Exempt | D | Restricted Stock Units | 12,941 | 0.00 | — | 0 | — | ↗ |
| 2024-05-18 | Kumar Susir | Director | M-Exempt | D | Restricted Stock Units | 12,941 | 0.00 | — | 0 | — | ↗ |
| 2024-05-18 | Greenthal Jill A | Director | M-Exempt | D | Restricted Stock Units | 12,941 | 0.00 | — | 0 | — | ↗ |
| 2024-05-18 | Gonzalez Michelle H | Director | M-Exempt | A | Class A Common Stock | 12,941 | 0.00 | — | 26,255 | — | ↗ |
| 2024-04-01 | Walsh Claudia F | Officer | M-Exempt | A | Class A Common Stock | 12,500 | 0.00 | — | 47,929 | — | ↗ |
| 2024-04-01 | Greenthal Jill A | Director | M-Exempt | A | Class A Common Stock | 2,420 | 0.00 | — | 13,314 | — | ↗ |
| 2024-04-01 | Gonzalez Michelle H | Director | M-Exempt | A | Class A Common Stock | 2,420 | 0.00 | — | 13,314 | — | ↗ |
| 2024-03-15 | Weir Jaspar | Director / Officer / 10% Owner | M-Exempt | A | Class A Common Stock | 68,897 | 0.00 | — | 667,209 | — | ↗ |
| 2024-03-15 | Walsh Claudia F | Officer | A-Award | A | Restricted Stock Units | 85,874 | 0.00 | — | 85,874 | — | ↗ |
| 2024-03-15 | Sekar Balaji | Officer | A-Award | A | Restricted Stock Units | 85,874 | 0.00 | — | 85,874 | — | ↗ |
| 2024-03-15 | Maddock Bryce | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 68,897 | 0.00 | — | 344,487 | — | ↗ |
| 2024-03-15 | Johnson Jarrod | Officer | A-Award | A | Restricted Stock Units | 85,874 | 0.00 | — | 85,874 | — | ↗ |
| 2024-03-15 | Daoust Stephan | Officer | A-Award | A | Restricted Stock Units | 85,874 | 0.00 | — | 85,874 | — | ↗ |
| 2024-03-15 | Amaya Steven | Officer | A-Award | A | Restricted Stock Units | 18,860 | 0.00 | — | 18,860 | — | ↗ |
| 2024-03-06 | Weir Jaspar | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 10,050 | 0.00 | — | 20,405 | — | ↗ |
| 2024-03-06 | Walsh Claudia F | Officer | M-Exempt | D | Restricted Stock Units | 9,176 | 0.00 | — | 18,631 | — | ↗ |
| 2024-03-06 | Sekar Balaji | Officer | M-Exempt | D | Restricted Stock Units | 10,137 | 0.00 | — | 20,583 | — | ↗ |
| 2024-03-06 | Maddock Bryce | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 30,587 | 0.00 | — | 62,103 | — | ↗ |
| 2024-03-06 | Johnson Jarrod | Officer | M-Exempt | D | Restricted Stock Units | 10,749 | 0.00 | — | 21,825 | — | ↗ |
| 2024-03-06 | Daoust Stephan | Officer | M-Exempt | D | Restricted Stock Units | 8,739 | 0.00 | — | 17,744 | — | ↗ |
| 2024-03-06 | Amaya Steven | Officer | M-Exempt | D | Restricted Stock Units | 2,621 | 0.00 | — | 5,323 | — | ↗ |
| 2023-12-15 | Weir Jaspar | Director / Officer / 10% Owner | M-Exempt | A | Class A Common Stock | 68,897 | 0.00 | — | 588,262 | — | ↗ |
| 2023-12-15 | Maddock Bryce | Director / Officer / 10% Owner | M-Exempt | A | Class A Common Stock | 68,897 | 0.00 | — | 588,263 | — | ↗ |
| 2023-11-16 | Johnson Jarrod | Officer | W-Will | A | Class A Common Stock | 10,869 | 0.00 | — | 71,107 | D | ↗ |
| 2023-10-28 | Walsh Claudia F | Officer | M-Exempt | A | Class A Common Stock | 16,846 | 0.00 | — | 35,774 | — | ↗ |
| 2023-09-15 | Weir Jaspar | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 68,897 | 0.00 | — | 482,281 | — | ↗ |
| 2023-09-15 | Maddock Bryce | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 68,897 | 0.00 | — | 482,281 | — | ↗ |
| 2023-09-15 | Amaya Steven | Officer | F-InKind | D | Class A Common Stock | 939 | 9.26 | 8.7K | 9,231 | — | ↗ |
| 2023-09-07 | TUMINELLI KELLY L | Director | M-Exempt | A | Class A Common Stock | 1,138 | 0.00 | — | 15,249 | — | ↗ |
| 2023-08-05 | Sekar Balaji | Officer | M-Exempt | D | Restricted Stock Units | 39,814 | 0.00 | — | 119,443 | — | ↗ |
| 2023-08-05 | Johnson Jarrod | Officer | M-Exempt | D | Restricted Stock Units | 39,814 | 0.00 | — | 119,443 | — | ↗ |
| 2023-06-15 | Weir Jaspar | Director / Officer / 10% Owner | M-Exempt | A | Class A Common Stock | 68,897 | 0.00 | — | 450,468 | — | ↗ |
| 2023-06-15 | Maddock Bryce | Director / Officer / 10% Owner | M-Exempt | A | Class A Common Stock | 68,897 | 0.00 | — | 450,469 | — | ↗ |
| 2023-06-15 | Daoust Stephan | Officer | F-InKind | D | Class A Common Stock | 7,411 | 11.38 | 84.3K | 33,046 | — | ↗ |
| 2023-06-15 | Amaya Steven | Officer | F-InKind | D | Class A Common Stock | 1,142 | 11.38 | 13.0K | 6,315 | — | ↗ |
| 2023-05-18 | TUMINELLI KELLY L | Director | M-Exempt | D | Restricted Stock Units | 7,265 | 0.00 | — | 0 | — | ↗ |
| 2023-05-18 | Reses Jacqueline D | Director | M-Exempt | D | Restricted Stock Units | 7,265 | 0.00 | — | 0 | — | ↗ |
| 2023-05-18 | Kumar Susir | Director | M-Exempt | D | Restricted Stock Units | 7,265 | 0.00 | — | 0 | — | ↗ |
| 2023-05-18 | Greenthal Jill A | Director | M-Exempt | A | Class A Common Stock | 7,265 | 0.00 | — | 10,894 | — | ↗ |
| 2023-05-18 | Gonzalez Michelle H | Director | M-Exempt | D | Restricted Stock Units | 7,265 | 0.00 | — | 0 | — | ↗ |
| 2023-04-01 | Walsh Claudia F | Officer | F-InKind | D | Class A Common Stock | 4,592 | 14.44 | 66.3K | 18,928 | — | ↗ |
| 2023-04-01 | Greenthal Jill A | Director | M-Exempt | D | Restricted Stock Units | 2,419 | 0.00 | — | 4,914 | — | ↗ |
| 2023-04-01 | Gonzalez Michelle H | Director | M-Exempt | D | Restricted Stock Units | 2,419 | 0.00 | — | 4,914 | — | ↗ |
| 2023-03-15 | Weir Jaspar | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 68,897 | 0.00 | — | 620,075 | — | ↗ |
| 2023-03-15 | Maddock Bryce | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 68,897 | 0.00 | — | 620,075 | — | ↗ |
| 2023-03-10 | Reses Jacqueline D | Director | M-Exempt | D | Stock Options (right to buy) | 29,200 | 2.33 | 68.0K | 304,210 | — | ↗ |
| 2023-03-06 | Weir Jaspar | Director / Officer / 10% Owner | A-Award | A | Restricted Stock Units | 30,455 | 0.00 | — | 30,455 | — | ↗ |
| 2023-03-06 | Walsh Claudia F | Officer | A-Award | A | Restricted Stock Units | 27,807 | 0.00 | — | 27,807 | — | ↗ |
| 2023-03-06 | Sekar Balaji | Officer | A-Award | A | Stock Options (right to buy) | 87,772 | 18.13 | 1.59M | 87,772 | — | ↗ |
| 2023-03-06 | Maddock Bryce | Director / Officer / 10% Owner | A-Award | A | Restricted Stock Units | 92,690 | 0.00 | — | 92,690 | — | ↗ |
| 2023-03-06 | Johnson Jarrod | Officer | A-Award | A | Restricted Stock Units | 32,574 | 0.00 | — | 32,574 | — | ↗ |
| 2023-03-06 | Daoust Stephan | Officer | A-Award | A | Restricted Stock Units | 26,483 | 0.00 | — | 26,483 | — | ↗ |
| 2023-03-06 | Amaya Steven | Officer | A-Award | A | Restricted Stock Units | 7,944 | 0.00 | — | 7,944 | — | ↗ |
| 2023-02-02 | Daoust Stephan | Officer | S-Sale | D | Class A Common Stock | 12,000 | 20.08 | 241.0K | 10,023 | — | ↗ |
| 2022-12-15 | Weir Jaspar | Officer | M-Exempt | D | Restricted Stock Units | 68,897 | 0.00 | — | 688,972 | — | ↗ |
| 2022-12-15 | Maddock Bryce | Officer | M-Exempt | A | Class A Common Stock | 68,897 | 0.00 | — | 312,675 | — | ↗ |
| 2022-12-15 | Daoust Stephan | Officer | S-Sale | D | Class A Common Stock | 1,000 | 20.00 | 20.0K | 22,023 | — | ↗ |
| 2022-10-28 | Walsh Claudia F | Officer | M-Exempt | A | Class A Common Stock | 16,846 | 0.00 | — | 16,846 | — | ↗ |
| 2022-09-13 | TUMINELLI KELLY L | Director | P-Purchase | A | Class A Common Stock | 4,000 | 18.36 | 73.4K | 6,846 | — | ↗ |
| 2022-09-07 | TUMINELLI KELLY L | Director | M-Exempt | A | Class A Common Stock | 1,138 | 0.00 | — | 2,846 | — | ↗ |
| 2022-08-05 | Sekar Balaji | Officer | M-Exempt | A | Class A Common Stock | 39,814 | 0.00 | — | 39,814 | — | ↗ |
| 2022-08-05 | Johnson Jarrod | Officer | F-InKind | D | Class A Common Stock | 9,695 | 22.93 | 222.3K | 30,119 | — | ↗ |
| 2022-06-15 | Weir Jaspar | Officer | M-Exempt | D | Restricted Stock Units | 68,897 | 0.00 | — | 826,766 | — | ↗ |
| 2022-06-15 | Sinha Rajnish | Officer | F-InKind | D | Class A Common Stock | 9,813 | 17.00 | 166.8K | 17,361 | — | ↗ |
| 2022-06-15 | Reses Jacqueline D | Director | A-Award | A | Restricted Stock Units | 7,265 | 0.00 | — | 7,265 | — | ↗ |
| 2022-06-15 | Maddock Bryce | Officer | F-InKind | D | Class A Common Stock | 27,111 | 17.00 | 460.9K | 174,881 | — | ↗ |
| 2022-06-15 | Kumar Susir | Director | A-Award | A | Restricted Stock Units | 7,265 | 0.00 | — | 7,265 | — | ↗ |
| 2022-06-15 | Daoust Stephan | Officer | F-InKind | D | Class A Common Stock | 7,411 | 17.00 | 126.0K | 23,023 | — | ↗ |
| 2022-06-15 | Amaya Steven | Officer | F-InKind | D | Class A Common Stock | 1,237 | 17.00 | 21.0K | 3,110 | — | ↗ |
| 2022-06-14 | TUMINELLI KELLY L | Director | M-Exempt | A | Class A Common Stock | 1,708 | 0.00 | — | 1,708 | — | ↗ |
| 2022-06-14 | Greenthal Jill A | Director | M-Exempt | A | Class A Common Stock | 1,210 | 0.00 | — | 1,210 | — | ↗ |
| 2022-06-14 | Gonzalez Michelle H | Director | M-Exempt | A | Class A Common Stock | 1,210 | 0.00 | — | 1,210 | — | ↗ |
| 2022-04-01 | Walsh Claudia F | Officer | A-Award | A | Stock Options (right to buy) | 100,000 | 0.00 | — | 100,000 | — | ↗ |
| 2022-04-01 | Sinha Rajnish | Officer | — | D | Restricted Stock Units | 108,696 | 0.00 | — | 0 | — | ↗ |
| 2022-04-01 | Greenthal Jill A | Director | A-Award | A | Restricted Stock Units | 1,210 | 0.00 | — | 1,210 | — | ↗ |
| 2022-04-01 | Gonzalez Michelle H | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-04-01 | Daoust Stephan | Officer | — | D | Stock Options (right to buy) | 208,696 | 23.00 | 4.80M | 0 | — | ↗ |
| 2022-03-15 | Weir Jaspar | Officer | F-InKind | D | Class A Common Stock | 22,694 | 32.36 | 734.4K | 133,094 | — | ↗ |
| 2022-03-15 | Maddock Bryce | Officer | F-InKind | D | Class A Common Stock | 22,695 | 32.36 | 734.4K | 133,095 | — | ↗ |
| 2021-12-15 | Weir Jaspar | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 68,897 | 0.00 | — | 964,560 | — | ↗ |
| 2021-12-15 | Maddock Bryce | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 68,897 | 0.00 | — | 964,560 | — | ↗ |
| 2021-11-23 | Weir Jaspar | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 23,792 | 43.43 | 1.03M | 45,105 | — | ↗ |
| 2021-11-23 | Maddock Bryce | Director / Officer / 10% Owner | M-Exempt | A | Class A Common Stock | 68,897 | 0.00 | — | 68,897 | — | ↗ |
| 2021-10-28 | Walsh Claudia F | Officer | A-Award | A | Restricted Stock Units | 67,385 | 0.00 | — | 67,385 | — | ↗ |
| 2021-10-25 | Weir Jaspar | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 1,974,799 | 61.44 | 121.32M | 0 | — | ↗ |
| 2021-10-25 | Maddock Bryce | Director / Officer / 10% Owner | C-Conversion | A | Class A Common Stock | 1,974,799 | 0.00 | — | 1,974,799 | — | ↗ |
| 2021-10-25 | Blackstone Holdings III L.P. | 10% Owner | S-Sale | D | Class A Common Stock | 8,127,882 | 61.44 | 499.35M | 0 | — | ↗ |
| 2021-10-25 | BCP FC Aggregator L.P. | 10% Owner | S-Sale | D | Class A Common Stock | 8,127,882 | 61.44 | 499.35M | 0 | — | ↗ |
| 2021-09-07 | TUMINELLI KELLY L | Director | A-Award | A | Restricted Stock Units | 3,451 | 0.00 | — | 3,451 | — | ↗ |
| 2021-08-09 | Sekar Balaji | Officer | A-Award | A | Stock Options (right to buy) | 199,071 | 30.14 | 6.00M | 199,071 | — | ↗ |
| 2021-08-06 | Johnson Jarrod | Officer | A-Award | A | Stock Options (right to buy) | 232,250 | 30.14 | 7.00M | 232,250 | — | ↗ |
| 2021-07-09 | Sekar Balaji | Officer | D-Return | D | Class A Common Stock | 470,200 | 25.02 | 11.76M | 0 | — | ↗ |
| 2021-07-09 | Johnson Jarrod | Officer | M-Exempt | D | Phantom Shares | 470,200 | 0.00 | — | 0 | — | ↗ |
| 2021-07-09 | Amaya Steven | Officer | M-Exempt | D | Phantom Shares | 12,980 | 0.00 | — | 0 | — | ↗ |
| 2021-06-15 | Weir Jaspar | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 1,574,094 | 21.74 | 34.21M | 0 | — | ↗ |
| 2021-06-15 | Maddock Bryce | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 1,574,094 | 21.74 | 34.21M | 0 | — | ↗ |
| 2021-06-15 | Blackstone Holdings III L.P. | 10% Owner | S-Sale | D | Class A Common Stock | 6,478,658 | 21.74 | 140.81M | 0 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Bryce Maddock Chief Executive Officer and Chairperson | 47.8K | — | 5.34M | — | — | 253.0K | 5.64M | 94.67% | ↗ |
| 2 | 2025 | Stephan Daoust Chief Operating Officer | 450.0K | — | 1.72M | — | 337.5K | 14.0K | 2.52M | 68.24% | ↗ |
| 3 | 2025 | Jarrod Johnson Chief Customer Officer | 400.0K | — | 1.72M | — | 350.0K | 14.0K | 2.49M | 69.27% | ↗ |
| 4 | 2024 | Bryce Maddock Chief Executive Officer and Chairperson | 40.0K | — | 6.00M | — | — | 1.6K | 6.04M | 99.31% | ↗ |
| 5 | 2024 | Stephan Daoust Chief Operating Officer | 430.8K | — | 1.06M | — | 443.4K | 13.8K | 1.95M | 54.41% | ↗ |
| 6 | 2024 | Jarrod Johnson Chief Customer Officer | 390.4K | — | 1.06M | — | 470.8K | 13.8K | 1.93M | 54.77% | ↗ |
| 7 | 2023 | Bryce Maddock Chief Executive Officer and Chairperson | 38.8K | — | 1.68M | 2.36M | — | 1.6K | 4.08M | 99.01% | ↗ |
| 8 | 2023 | Jarrod Johnson Chief Customer Officer | 350.0K | — | 590.6K | 830.5K | 245.0K | 13.2K | 2.03M | 70.03% | ↗ |
| 9 | 2023 | Balaji Sekar Chief Financial Officer | 350.0K | — | 557.0K | 783.2K | 147.0K | 13.2K | 1.85M | 72.43% | ↗ |
| 10 | 2022 | Claudia Walsh General Counsel and Corporate Secretary | 350.0K | — | 1.97M | 1.44M | — | 23.8K | 3.79M | 90.14% | ↗ |
| 11 | 2022 | Stephan Daoust Chief Operating Officer | 350.0K | — | — | — | — | 34.6K | 384.6K | 0.00% | ↗ |
| 12 | 2022 | Bryce Maddock Chief Executive Officer and Chairperson | 30.0K | — | — | — | — | 1.2K | 31.2K | 0.00% | ↗ |
| 13 | 2021 | Bryce Maddock Chief Executive Officer | 30.0K | — | 31.94M | 4.47M | — | 197.3K | 36.64M | 99.38% | ↗ |
| 14 | 2021 | Bryce Maddock Chief Executive Officer and Chairperson | 30.0K | — | 31.94M | 4.47M | — | 197.3K | 36.64M | 99.38% | ↗ |
| 15 | 2021 | Jaspar Weir President | 30.0K | — | 31.94M | 4.47M | — | 129.5K | 36.57M | 99.56% | ↗ |
| 16 | 2021 | Jarrod Johnson Chief Customer Officer | 342.3K | — | 6.38M | 2.53M | 525.0K | 11.6K | 9.79M | 91.02% | ↗ |
| 17 | 2020 | Jarrod Johnson Chief Customer Officer | 287.4K | — | — | — | 300.0K | 11.4K | 598.8K | 0.00% | ↗ |
| 18 | 2020 | Bryce Maddock Chief Executive Officer | 107.5K | — | — | — | 175.0K | 98.9K | 381.4K | 0.00% | ↗ |
Proxy statements
| Filing date | Form type | Filing |
|---|---|---|
| 2026-04-10 | DEFA14A | ↗ |
| 2026-04-10 | DEF 14A | ↗ |
| 2025-10-08 | DEFA14A | ↗ |
| 2025-09-24 | DEFA14A | ↗ |
| 2025-09-10 | DEFA14A | ↗ |
| 2025-08-22 | DEFA14A | ↗ |
| 2025-05-28 | DEFA14A | ↗ |
| 2025-05-12 | DEFA14A | ↗ |
| 2025-05-09 | DEFA14A | ↗ |
| 2025-05-09 | DEFA14A | ↗ |
| 2025-05-09 | DEFA14A | ↗ |
| 2025-05-09 | DEFA14A | ↗ |
| 2025-05-09 | DEFA14A | ↗ |
| 2025-04-08 | DEFA14A | ↗ |
| 2025-04-08 | DEF 14A | ↗ |
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Stephan Daoust | Chief Operating Officer | 801.5K | male |
| Jarrod Johnson | Chief Customer Officer | 764.0K | male |
| Balaji Sekar | Chief Financial Officer & Principal Accounting Officer | 510.2K | male |
| Claudia Franco Walsh | General Counsel & Corporate Secretary | 373.8K | female |
| Bryce Maddock | Co-Founder, Chief Executive Officer & Chairman | 300.9K | male |
| Jaspar Weir | Co-Founder, President & Director | 159.5K | male |
| Mahaveer Dharmchand | Senior Vice President of Technology | — | — |
| Snow Burns | Senior Vice President of Marketing | — | female |
| Charley Lemaster | Senior Vice President of Sales | — | male |
| Trent Thrash | Interim CFO, Senior VP of Corporate Development & Interim Head of Investor Relations | — | male |
| Garrett Gold | Principal Accounting Officer | — | male |
| Chandrasekar Venkataramani | Chief Information Officer | — | male |
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for TASK
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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