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Triumph Financial, Inc. (TFIN)

USD78.31 -0.13 (-0.17%)
US NYSE Financial Services Banks - Regional
Address 12700 Park Central Drive 75251
Dallas, TX, US
CEO Aaron Graft
Website tfin.com
IPO 2014-11-07
CIK 1539638 ISIN US89679E3009

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Also trades on NASDAQ Global Select · TBK (USD) NASDAQ Global Select · TBKCP (USD) NASDAQ Global Select · TFINP (USD) New York Stock Exchange · TFIN (USD)
Description

Triumph Financial, Inc., a financial technology enterprise founded in 1981 and based in Dallas, Texas, centers its operations on payments, factoring, and banking. The company, which rebranded from Triumph Bancorp, Inc. in December 2022, executes its strategy through various subsidiaries, including TriumphPay, Triumph, and TBK Bank. It offers a comprehensive array of cash flow management services specifically designed for the trucking industry, encompassing invoice factoring, fuel discount programs, truck and cargo insurance, equipment financing, and general banking and treasury functionalities. Additionally, Triumph Financial provides a broader range of financial solutions such as factoring products, diverse insurance offerings, equipment finance, and asset-based lending.

News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD78.31 -0.13 (-0.17%)
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Volume Profile
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Liquidity & share structure
Average Volume
265.4K
Beta
1.40
Float Shares
21.17M
Free Float %
88.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.39% +5.17% +17.57% +36.48% +24.27% +20.84% +32.05% +22.16% -3.10% +363.73% +493.57%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (9 ratings, all time) Hold
Price Targets & DCF
Current price
78.31
Low 72.00 -8.1%
Consensus 72.00 -8.1%
Median 72.00 -8.1%
High 72.00 -8.1%
DCF (Unlevered) 37.65 -51.9%
DCF (Levered) 34.89 -55.4%

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

Ratings Trend (MoM) 20% Bullish
Rating 2026-06 Change
Strong Buy 1 0
Buy 0 0
Hold 4 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
72.00
-8.1%
Last Year 2
65.50
-16.4%
All Time 8
81.63
+4.2%
Quality scores
Altman Z-Score
0.46
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
B-
Overall Score
2 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
  • Revenue growth
    +5.8% Q1'26: +2.5% (vs Q1'25)
  • EPS growth
    +72.2% Q1'26: +866.7% (vs Q1'25)
  • FCF margin
    Q1'26: +2.7% (vs Q1'25)
  • EBIT margin
    Q1'26: +8.3% (vs Q1'25)
  • ROIC
    Q1'26: +4.6% (vs Q1'25)
  • Share dilution
    +0.3% Q1'26: +2.9% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 3.51× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.40) × ERP
WACC = 100% × Ke + 0% × Kd (4.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 37.65 Current price: 78.31
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
3 Rev. Ana.
3 EPS Ana.
Dec 2027
3 Rev. Ana.
3 EPS Ana.
Revenue
116.94M
est: 114.90M (+1.8%)
145.45M
est: 133.98M (+8.6%)
197.02M
est: 176.87M (+11.4%)
284.88M
est: 252.36M (+12.9%)
342.72M
est: 287.44M (+19.2%)
372.74M
est: 313.63M (+18.8%)
442.00M
est: 413.04M (+7.0%)
502.95M
est: 452.81M (+11.1%)
471.85M
est: 400.00M (+18.0%)
487.63M
est: 420.63M (+15.9%)
516.08M
est: 428.27M (+20.5%)
454.58M
444.06M – 465.09M
+6.1% YoY
501.88M
487.86M – 515.89M
+10.4% YoY
EBITDA
43.68M
est: 29.28M (+49.2%)
40.11M
est: 34.14M (+17.5%)
70.30M
est: 45.07M (+56.0%)
79.20M
est: 64.30M (+23.2%)
92.71M
est: 73.24M (+26.6%)
103.76M
est: 79.92M (+29.8%)
167.87M
est: 105.25M (+59.5%)
166.29M
est: 115.38M (+44.1%)
82.52M
est: 87.07M (-5.2%)
53.82M
est: 91.57M (-41.2%)
47.86M
est: 93.23M (-48.7%)
98.96M
96.67M – 101.24M
+6.1% YoY
109.25M
106.20M – 112.30M
+10.4% YoY
EBIT
37.55M
est: 22.56M (+66.5%)
33.51M
est: 26.30M (+27.4%)
61.10M
est: 34.72M (+76.0%)
66.50M
est: 49.54M (+34.2%)
75.45M
est: 56.42M (+33.7%)
84.71M
est: 61.57M (+37.6%)
144.95M
est: 81.08M (+78.8%)
137.00M
est: 88.89M (+54.1%)
52.82M
est: 65.46M (-19.3%)
20.47M
est: 68.83M (-70.3%)
32.99M
est: 70.08M (-52.9%)
74.39M
72.66M – 76.11M
+6.1% YoY
82.13M
79.83M – 84.42M
+10.4% YoY
Net Income
29.13M
est: 19.45M (+49.8%)
20.70M
est: 28.77M (-28.1%)
36.22M
est: 36.62M (-1.1%)
51.71M
est: 52.52M (-1.5%)
58.54M
est: 52.08M (+12.4%)
64.02M
est: 40.07M (+59.8%)
112.97M
est: 104.72M (+7.9%)
102.31M
est: 71.74M (+42.6%)
41.08M
est: 26.83M (+53.1%)
16.09M
est: 15.58M (+3.3%)
25.36M
est: 11.21M (+126.3%)
42.17M
40.62M – 42.32M
+276.3% YoY
63.14M
55.40M – 72.47M
+49.7% YoY
SGA
57.68M
est: 48.77M (+18.3%)
64.65M
est: 56.87M (+13.7%)
85.97M
est: 75.08M (+14.5%)
114.59M
est: 107.12M (+7.0%)
140.26M
est: 122.01M (+15.0%)
133.21M
est: 133.13M (+0.1%)
181.50M
est: 175.33M (+3.5%)
211.06M
est: 192.21M (+9.8%)
219.97M
est: 179.26M (+22.7%)
228.48M
est: 188.51M (+21.2%)
245.50M
est: 191.93M (+27.9%)
203.72M
199.00M – 208.43M
+6.1% YoY
224.92M
218.63M – 231.20M
+10.4% YoY
EPS
1.58
est: 0.82 (+93.2%)
1.11
est: 1.21 (-8.3%)
1.85
est: 1.54 (+20.1%)
2.06
est: 2.21 (-6.7%)
2.26
est: 2.19 (+3.2%)
2.56
est: 1.69 (+51.9%)
4.44
est: 4.40 (+0.8%)
4.06
est: 3.02 (+34.6%)
1.63
est: 1.13 (+44.8%)
0.55
est: 0.65 (-15.1%)
0.94
est: 0.47 (+100.0%)
1.74
1.70 – 1.77
+271.1% YoY
2.69
2.32 – 3.04
+54.0% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-23 Raymond James Market Perform Outperform Upgrade
2026-04-22 DA Davidson Neutral Neutral Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-06-12 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-06-11 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-06-10 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-06-09 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-06-08 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-06-05 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-06-04 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-06-03 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-06-02 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-06-01 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-05-28 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-05-27 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-05-26 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-05-22 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-05-21 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-05-20 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-05-19 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-05-18 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-05-15 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-05-14 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-05-13 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-05-12 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-05-11 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-05-08 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-05-07 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-05-06 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-05-05 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-05-04 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-05-01 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-04-30 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-04-29 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-04-28 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-04-27 B- 2/5 3/5 2/5 3/5 3/5 1/5 2/5
2026-04-24 C+ 2/5 3/5 2/5 3/5 2/5 1/5 2/5
2026-04-23 B- 2/5 3/5 2/5 4/5 2/5 1/5 2/5
2026-04-22 C+ 2/5 3/5 2/5 4/5 1/5 1/5 2/5
2026-04-21 B- 2/5 4/5 2/5 4/5 1/5 1/5 2/5
2026-04-20 B- 2/5 4/5 2/5 4/5 1/5 1/5 2/5
2026-04-17 B- 2/5 4/5 2/5 4/5 1/5 1/5 2/5
2026-04-16 B- 2/5 4/5 2/5 4/5 1/5 1/5 2/5
2026-04-15 B- 2/5 4/5 2/5 4/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
60.01M
OE per share TTM
2.50
Owner's Yield
3.33%
Maintenance CapEx ratio
15.84%
Maint CapEx / Avg PPE
24.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
221
Total invested
1.44B
Insider transactions (90d)
15
Beneficial owners (>5%)
24
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 95-4575414 2.63M 11.28% 602.2K 1.97M 666.8K 1.97M IA A California 2024-07-09
2 Kayne Anderson Rudnick Investment Management, LLC 2.11M 8.90% 1.17M 1.17M 1.17M IA CALIFORNIA 2026-02-13
3 The Vanguard Group - 23-1945930 2.06M 8.20% 43.0K 2.00M 61.5K IA Pennsylvania 2022-02-10
4 Christian Leone 1.97M 7.83% 1.97M 1.97M IN Delaware 2022-02-14
5 Luxor Capital Group, LP 1.97M 7.83% 1.97M 1.97M PN Delaware 2022-02-14
6 Luxor Management, LLC 1.97M 7.83% 1.97M 1.97M OO Delaware 2022-02-14
7 04-2453743 1.97M 8.42% 1.97M 1.97M IA A California 2024-07-09
8 Jonathan Green 1.94M 7.71% 1.94M 1.94M IN Delaware 2022-02-14
9 Lugard Road Capital GP, LLC 1.94M 7.71% 1.94M 1.94M OO Delaware 2022-02-14
10 Lugard Road Capital Master Fund, LP 1.94M 7.71% 1.94M 1.94M PN Delaware 2022-02-14
11 Virtus Equity Trust on behalf of Virtus KAR Small Cap Growth Fund 1.71M 7.35% 1.71M 1.71M IV Delaware 2024-07-09
12 AltraVue Capital, LLC 1.52M 6.40% IA DELAWARE 2026-01-14
13 THRIVENT FINANCIAL FOR LUTHERANS 1.51M 6.50% 1.50M 1.50M 1.50M IC, IA WISCONSIN 2025-04-29
14 STATE STREET CORPORATION 1.45M 6.10% 1.45M 1.45M 1.45M HC MASSACHUSETTS 2026-05-12
15 Wellington Group Holdings LLP 1.40M 5.56% 1.21M HC 2022-02-04
16 Wellington Investment Advisors Holdings LLP 1.40M 5.56% 1.21M HC 2022-02-04
17 Wellington Management Group LLP 1.40M 5.56% 1.21M HC 2022-02-04
18 Wellington Management Company LLP 1.34M 5.32% 1.18M IA 2022-02-04
19 LCG Holdings, LLC 30.8K 1.00% 30.8K 30.8K OO Delaware 2022-02-14
20 Luxor Capital Partners, LP 17.0K 1.00% 17.0K 17.0K PN Delaware 2022-02-14
21 Luxor Capital Partners Offshore Master Fund, LP 10.3K 1.00% 10.3K 10.3K PN Delaware 2022-02-14
22 Luxor Capital Partners Offshore, Ltd. 10.3K 1.00% 10.3K 10.3K CO Delaware 2022-02-14
23 Luxor Wavefront, LP 3.6K 1.00% 3.6K 3.6K PN Delaware 2022-02-14
24 Luxor Gibraltar, LP – Series I 497.00 1.00% 497.00 497.00 PN Delaware 2022-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
221
+6 vs prev Q
New positions
34
Closed positions
27
Increased
106
Reduced
68
Put/Call ratio
24.46
Calls held
3.5K
Puts held
85.6K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MACQUARIE MANAGEMENT HOLDINGS, INC. 54.0K +54.0K (+100.0%) 3.38B +3.4B (+100.0%) 0.23% +0.227 pp 0.01% +0.005 pp USD62.63 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 3.32M +59.6K (+1.8%) 207.63M +44.7M (+27.5%) 13.95% +0.244 pp 0.00% +0.001 pp USD79.10 -20.8% 6 qtrs
3 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2.11M -615.5K (-22.6%) 132.04M -4.3M (-3.1%) 8.93% -2.541 pp 0.35% +0.022 pp USD77.00 -18.7% 8 qtrs
4 VANGUARD GROUP INC 2.03M +14.4K (+0.7%) 127.20M +26.3M (+26.1%) 8.55% +0.056 pp 0.00% +0.000 pp USD55.07 +13.7% 45 qtrs
5 ALTRAVUE CAPITAL, LLC 1.52M +273.7K (+22.0%) 94.94M +32.8M (+52.7%) 6.42% +1.188 pp 7.82% +2.668 pp USD64.20 -2.4% 10 qtrs
6 THRIVENT FINANCIAL FOR LUTHERANS 1.38M -106.5K (-7.2%) 86.23M +12.0M (+16.2%) 5.83% -0.416 pp 0.15% +0.007 pp USD48.80 +28.3% 30 qtrs
7 STATE STREET CORP 1.32M -12.2K (-0.9%) 82.74M +16.0M (+24.0%) 5.56% -0.054 pp 0.00% +0.001 pp USD67.89 -7.7% 41 qtrs
8 DIMENSIONAL FUND ADVISORS LP 828.6K -25.8K (-3.0%) 51.90M +9.1M (+21.4%) 3.49% -0.110 pp 0.01% +0.002 pp USD40.35 +55.2% 37 qtrs
9 BARROW HANLEY MEWHINNEY & STRAUSS LLC 811.5K -57.3K (-6.6%) 50.82M +7.3M (+16.9%) 3.41% -0.243 pp 0.17% +0.031 pp USD59.35 +5.5% 11 qtrs
10 FRONTIER CAPITAL MANAGEMENT CO LLC 751.9K +262.7K (+53.7%) 47.09M +22.6M (+92.4%) 3.16% +1.104 pp 0.50% +0.280 pp USD54.44 +15.0% 2 qtrs
11 LUXOR CAPITAL GROUP, LP 740.0K +125.1K (+20.4%) 46.34M +15.6M (+50.6%) 3.11% +0.525 pp 3.55% +2.101 pp USD63.52 -1.4% 21 qtrs
12 AMERICAN CENTURY COMPANIES INC 717.0K +197.3K (+38.0%) 44.90M +18.9M (+72.7%) 3.04% +0.848 pp 0.02% +0.009 pp USD76.66 -18.3% 20 qtrs
13 CITADEL ADVISORS LLC 586.0K +571.4K (+3,908.2%) 36.70M +36.0M (+4,916.6%) 2.47% +2.404 pp 0.01% +0.005 pp USD62.66 0.0% 33 qtrs
14 GEODE CAPITAL MANAGEMENT, LLC 532.7K +4.7K (+0.9%) 33.37M +6.9M (+26.3%) 2.24% +0.019 pp 0.00% +0.000 pp USD45.02 +39.1% 45 qtrs
15 DIAMOND HILL CAPITAL MANAGEMENT INC 439.9K +77.9K (+21.5%) 27.55M +9.4M (+52.1%) 1.86% +0.339 pp 0.14% +0.055 pp USD57.76 +8.4% 21 qtrs
16 BANK OF AMERICA CORP /DE/ 406.7K -60.0K (-12.8%) 25.47M +2.1M (+9.1%) 1.71% -0.253 pp 0.00% +0.000 pp USD59.79 +4.7% 41 qtrs
17 RANGER INVESTMENT MANAGEMENT, L.P. 352.4K -7.3K (-2.0%) 22.07M +4.1M (+22.6%) 1.49% -0.023 pp 1.51% +0.259 pp USD61.46 +1.9% 27 qtrs
18 INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 340.2K +86.8K (+34.2%) 21.30M +8.6M (+68.0%) 1.44% +0.373 pp 5.88% +2.139 pp USD63.47 -1.3% 12 qtrs
19 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 289.4K +25.4K (+9.6%) 18.13M +4.9M (+37.2%) 1.23% +0.114 pp 0.00% +0.001 pp USD49.01 +27.8% 44 qtrs
20 MORGAN STANLEY 250.7K -54.5K (-17.8%) 15.70M +430.5K (+2.8%) 1.05% -0.230 pp 0.00% +0.000 pp USD71.48 -12.4% 38 qtrs
21 MARSHALL WACE, LLP 245.5K +35.6K (+17.0%) 15.37M +4.9M (+46.4%) 1.03% +0.149 pp 0.01% +0.003 pp USD59.41 +5.4% 5 qtrs
22 NORTHERN TRUST CORP 226.1K +7.2K (+3.3%) 14.16M +3.2M (+29.3%) 0.96% +0.036 pp 0.00% +0.000 pp USD34.34 +82.4% 45 qtrs
23 WELLS FARGO & COMPANY/MN 225.7K -43.0K (-16.0%) 14.14M +690.7K (+5.1%) 0.95% -0.182 pp 0.00% +0.000 pp USD68.40 -8.4% 45 qtrs
24 PEREGRINE CAPITAL MANAGEMENT LLC 197.6K +14.3K (+7.8%) 12.38M +3.2M (+35.0%) 0.84% +0.065 pp 0.38% +0.103 pp USD47.00 +33.3% 30 qtrs
25 EARNEST PARTNERS LLC 162.5K +39.1K (+31.7%) 10.18M +4.0M (+64.9%) 0.68% +0.165 pp 0.04% +0.017 pp USD53.67 +16.7% 13 qtrs
26 LEGATO CAPITAL MANAGEMENT LLC 132.7K +23.7K (+21.7%) 8.31M +2.9M (+52.4%) 0.56% +0.103 pp 0.72% +0.121 pp USD64.27 -2.6% 10 qtrs
27 GOLDMAN SACHS GROUP INC 129.9K +29.9K (+29.9%) 8.13M +3.1M (+62.6%) 0.55% +0.129 pp 0.00% +0.000 pp USD64.91 -3.5% 38 qtrs
28 NEW YORK STATE COMMON RETIREMENT FUND 127.7K +21.2K (+19.9%) 8.00M +2.7M (+50.1%) 0.54% +0.089 pp 0.01% +0.004 pp USD57.40 +9.1% 43 qtrs
29 NFC INVESTMENTS, LLC 127.2K -717.0 (-0.6%) 7.96M +1.6M (+24.5%) 0.54% -0.003 pp 2.25% +0.397 pp USD78.89 -20.6% 9 qtrs
30 BANK OF NEW YORK MELLON CORP 127.0K -6.3K (-4.7%) 7.95M +1.3M (+19.2%) 0.53% -0.027 pp 0.00% +0.000 pp USD38.54 +62.5% 45 qtrs
31 VOLORIDGE INVESTMENT MANAGEMENT, LLC 126.7K +12.0K (+10.4%) 7.94M +2.2M (+38.2%) 0.53% +0.050 pp 0.03% +0.009 pp USD54.51 +14.9% 4 qtrs
32 BANC FUNDS CO LLC 117.1K -22.7K (-16.2%) 7.34M +338.4K (+4.8%) 0.49% -0.096 pp 1.45% +0.229 pp USD26.79 +133.8% 45 qtrs
33 RUSSELL INVESTMENTS GROUP, LTD. 111.2K +4.1K (+3.8%) 6.97M +1.6M (+30.0%) 0.47% +0.020 pp 0.01% +0.002 pp USD54.06 +15.9% 28 qtrs
34 SEI INVESTMENTS CO 109.8K -15.2K (-12.2%) 6.88M +620.6K (+9.9%) 0.47% -0.062 pp 0.01% +0.000 pp USD65.55 -4.5% 33 qtrs
35 ENVESTNET ASSET MANAGEMENT INC 109.1K -30.1K (-21.6%) 6.83M -132.6K (-1.9%) 0.46% -0.127 pp 0.00% +0.000 pp USD68.11 -8.0% 25 qtrs
36 PRINCIPAL FINANCIAL GROUP INC 107.8K -1.2K (-1.1%) 6.75M +1.3M (+23.8%) 0.46% -0.002 pp 0.00% +0.001 pp USD50.35 +24.4% 35 qtrs
37 UBS GROUP AG 102.5K +12.0K (+13.3%) 6.42M +1.9M (+41.8%) 0.43% +0.050 pp 0.00% +0.000 pp USD71.09 -11.9% 42 qtrs
38 SG AMERICAS SECURITIES, LLC 93.6K +86.5K (+1,217.8%) 5.86M +5.5M (+1,550.4%) 0.40% +0.366 pp 0.01% +0.006 pp USD61.97 +1.1% 25 qtrs
39 WCM INVESTMENT MANAGEMENT, LLC 89.7K +89.7K (+100.0%) 5.64M +5.6M (+100.0%) 0.38% +0.377 pp 0.01% +0.012 pp USD62.63 +0.0% 1 qtrs NEW
40 FIRST SABREPOINT CAPITAL MANAGEMENT LP 89.7K +89.7K (+100.0%) 5.62M +5.6M (+100.0%) 0.38% +0.380 pp 2.17% +2.168 pp USD62.63 +0.0% 1 qtrs NEW
41 EIGHT 31 FINANCIAL LLC 89.5K +— (+0.0%) 5.61M +1.1M (+25.2%) 0.38% 0.000 pp 3.07% +0.550 pp USD57.51 +8.9% 9 qtrs
42 PUBLIC SECTOR PENSION INVESTMENT BOARD 78.1K -9.8K (-11.1%) 4.89M +494.6K (+11.2%) 0.33% -0.039 pp 0.02% +0.000 pp USD58.75 +6.6% 30 qtrs
43 SIPPICAN CAPITAL ADVISORS 72.9K +4.6K (+6.7%) 4.57M +1.1M (+33.6%) 0.31% +0.019 pp 2.94% +0.674 pp USD63.48 -1.3% 18 qtrs
44 CITIGROUP INC 71.4K +12.2K (+20.6%) 4.47M +1.5M (+50.9%) 0.30% +0.053 pp 0.00% +0.001 pp USD67.40 -7.1% 45 qtrs
45 INVESCO LTD. 67.5K +1.6K (+2.4%) 4.23M +929.3K (+28.2%) 0.28% +0.007 pp 0.00% +0.000 pp USD70.34 -11.0% 43 qtrs
46 HODGES CAPITAL MANAGEMENT INC. 62.1K -11.6K (-15.7%) 3.89M +202.3K (+5.5%) 0.26% -0.049 pp 0.33% +0.019 pp USD72.14 -13.2% 42 qtrs
47 RHUMBLINE ADVISERS 62.0K -1.8K (-2.8%) 3.89M +692.9K (+21.7%) 0.26% -0.008 pp 0.00% +0.001 pp USD42.00 +49.1% 43 qtrs
48 CERITY PARTNERS LLC 58.2K +58.2K (+100.0%) 3.64M +3.6M (+100.0%) 0.24% +0.245 pp 0.01% +0.005 pp USD62.63 +0.0% 1 qtrs NEW
49 CI PRIVATE WEALTH, LLC 58.0K +58.0K (+100.0%) 3.63M +3.6M (+100.0%) 0.24% +0.244 pp 0.00% +0.005 pp USD62.63 +0.0% 6 qtrs
50 LEGAL & GENERAL GROUP PLC 57.2K -2.4K (-4.0%) 3.58M +602.0K (+20.2%) 0.24% -0.010 pp 0.00% +0.000 pp USD55.14 +13.6% 39 qtrs
51 DEUTSCHE BANK AG\ 55.9K +11.4K (+25.5%) 3.50M +1.3M (+57.1%) 0.24% +0.049 pp 0.00% +0.000 pp USD60.01 +4.4% 43 qtrs
52 COMERICA BANK 53.8K +7.6K (+16.4%) 3.37M +1.1M (+45.7%) 0.23% +0.033 pp 0.01% +0.005 pp USD53.95 +16.1% 10 qtrs
53 ARROWMARK COLORADO HOLDINGS LLC 50.3K +50.3K (+100.0%) 3.15M +3.2M (+100.0%) 0.21% +0.212 pp 0.07% +0.069 pp USD62.63 +0.0% 1 qtrs NEW
54 48.4K +7.0K (+17.0%) 3.03M +962.0K (+46.5%) 0.21% +0.031 pp 2.24% +0.668 pp USD80.55 -22.2% 5 qtrs
55 NUVEEN, LLC 47.4K -918.0 (-1.9%) 2.97M +550.7K (+22.8%) 0.20% -0.004 pp 0.00% +0.000 pp USD57.80 +8.4% 4 qtrs
56 BARCLAYS PLC 47.1K -4.2K (-8.1%) 2.95M -1.1M (-27.7%) 0.20% -0.018 pp 0.00% 0.000 pp USD65.17 -3.9% 45 qtrs
57 SWISS NATIONAL BANK 44.5K +900.0 (+2.1%) 2.79M +605.3K (+27.7%) 0.19% +0.004 pp 0.00% +0.000 pp USD39.81 +57.3% 33 qtrs
58 D. E. SHAW & CO., INC. 43.8K -10.0K (-18.7%) 2.74M +48.7K (+1.8%) 0.19% -0.041 pp 0.00% +0.000 pp USD58.64 +6.8% 15 qtrs
59 LPL FINANCIAL LLC 43.0K +9.9K (+29.7%) 2.70M +1.0M (+62.4%) 0.18% +0.041 pp 0.00% +0.000 pp USD60.63 +3.3% 6 qtrs
60 FINANCIAL GRAVITY ASSET MANAGEMENT, INC. 41.6K +41.6K (+100.0%) 2.60M +2.6M (+100.0%) 0.17% +0.175 pp 0.50% +0.502 pp USD62.63 +0.0% 1 qtrs NEW
61 ROYAL BANK OF CANADA 41.3K -20.2K (-32.8%) 2.59M -490.0K (-15.9%) 0.17% -0.085 pp 0.00% 0.000 pp USD56.65 +10.6% 37 qtrs
62 SOVEREIGN'S CAPITAL MANAGEMENT, LLC 41.3K -11.0K (-21.0%) 2.59M -27.9K (-1.1%) 0.17% -0.046 pp 1.57% +0.150 pp USD61.42 +2.0% 5 qtrs
63 UBS ASSET MANAGEMENT AMERICAS INC 39.3K -279.0 (-0.7%) 2.46M +481.0K (+24.3%) 0.17% -0.001 pp 0.00% +0.000 pp USD67.65 -7.4% 32 qtrs
64 WALLEYE TRADING LLC 38.0K +38.0K (+100.0%) 2.38M +2.4M (+100.0%) 0.16% +0.161 pp 0.00% +0.003 pp USD62.63 +0.0% 1 qtrs NEW
65 AMERIPRISE FINANCIAL INC 37.7K -2.6K (-6.5%) 2.36M +342.9K (+17.0%) 0.16% -0.010 pp 0.00% +0.000 pp USD74.67 -16.1% 32 qtrs
66 ORCHARD CAPITAL MANAGEMENT, LLC 34.8K +660.0 (+1.9%) 2.18M +471.4K (+27.6%) 0.15% +0.003 pp 1.89% +0.416 pp USD55.09 +13.7% 3 qtrs
67 RAFFERTY ASSET MANAGEMENT, LLC 30.3K -6.9K (-18.5%) 1.90M +37.0K (+2.0%) 0.13% -0.028 pp 0.01% +0.001 pp USD67.24 -6.9% 21 qtrs
68 DAIWA SECURITIES GROUP INC. 29.7K -3.5K (-10.6%) 1.86M +198.0K (+11.9%) 0.13% -0.015 pp 0.01% +0.000 pp USD73.59 -14.9% 8 qtrs
69 ALLIANCEBERNSTEIN L.P. 25.9K +— (+0.0%) 1.62M +326.4K (+25.2%) 0.11% 0.000 pp 0.00% +0.000 pp USD40.96 +52.9% 40 qtrs
70 PRICE T ROWE ASSOCIATES INC /MD/ 24.9K +3.6K (+16.9%) 1.56M +494.0K (+46.4%) 0.10% +0.015 pp 0.00% +0.000 pp USD66.36 -5.6% 16 qtrs
71 STIFEL FINANCIAL CORP 24.3K -6.2K (-20.3%) 1.52M -3.1K (-0.2%) 0.10% -0.025 pp 0.00% +0.000 pp USD71.10 -11.9% 19 qtrs
72 JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. 24.0K +— (+0.0%) 1.50M +302.2K (+25.2%) 0.10% +0.001 pp 1.39% +0.239 pp USD52.88 +18.4% 14 qtrs
73 HSBC HOLDINGS PLC 23.5K -13.8K (-36.9%) 1.47M -399.1K (-21.4%) 0.10% -0.057 pp 0.00% 0.000 pp USD50.04 +25.2% 8 qtrs
74 NUMERAI GP LLC 23.1K -51.1K (-68.9%) 1.45M -2.3M (-61.0%) 0.10% -0.215 pp 0.17% -0.350 pp USD57.41 +9.1% 4 qtrs
75 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 22.5K -1.0 (0.0%) 1.41M +283.7K (+25.2%) 0.10% +0.001 pp 0.00% +0.000 pp USD27.79 +125.4% 45 qtrs
76 TECTONIC ADVISORS LLC 21.9K -5.8K (-20.9%) 1.37M -14.1K (-1.0%) 0.09% -0.024 pp 0.07% -0.003 pp USD59.57 +5.1% 13 qtrs
77 PRUDENTIAL FINANCIAL INC 21.3K -1.4K (-6.3%) 1.34M +197.3K (+17.3%) 0.09% -0.006 pp 0.00% +0.000 pp USD41.37 +51.4% 30 qtrs
78 EMPIRICAL CAPITAL MANAGEMENT, LLC 20.7K +20.7K (+100.0%) 1.30M +1.3M (+100.0%) 0.09% +0.087 pp 0.85% +0.853 pp USD62.63 +0.0% 3 qtrs
79 JANE STREET GROUP, LLC 20.3K -18.1K (-47.1%) 1.27M -650.1K (-33.8%) 0.09% -0.076 pp 0.00% 0.000 pp USD59.86 +4.6% 6 qtrs
80 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 20.3K +20.3K (+100.0%) 1.27M +1.3M (+100.0%) 0.09% +0.086 pp 0.00% +0.002 pp USD62.63 +0.0% 1 qtrs NEW
81 JEFFERIES FINANCIAL GROUP INC. 20.0K +20.0K (+100.0%) 1.25M +1.3M (+100.0%) 0.08% +0.084 pp 0.01% +0.006 pp USD62.63 +0.0% 1 qtrs NEW
82 AMERICANA PARTNERS, LLC 18.8K +— (+0.0%) 1.17M +236.2K (+25.2%) 0.08% +0.000 pp 0.03% +0.004 pp USD60.83 +3.0% 8 qtrs
83 JCSD CAPITAL, LLC 18.6K +18.6K (+100.0%) 1.16M +1.2M (+100.0%) 0.08% +0.079 pp 1.38% +1.375 pp USD62.63 +0.0% 1 qtrs NEW
84 GREAT WEST LIFE ASSURANCE CO /CAN/ 18.4K -6.3K (-25.7%) 1.15M -106.0K (-8.4%) 0.08% -0.026 pp 0.00% +0.000 pp USD48.20 +29.9% 33 qtrs
85 RMB CAPITAL MANAGEMENT, LLC 18.3K -99.0 (-0.5%) 1.15M +225.5K (+24.5%) 0.08% +0.000 pp 0.02% +0.003 pp USD77.14 -18.8% 15 qtrs
86 JPMORGAN CHASE & CO 18.0K -94.0 (-0.5%) 1.13M +222.5K (+24.5%) 0.08% +0.000 pp 0.00% +0.000 pp USD65.77 -4.8% 44 qtrs
87 WEST MICHIGAN ADVISORS, LLC 17.6K +2.5K (+16.6%) 1.10M +346.7K (+45.9%) 0.07% +0.011 pp 0.25% +0.071 pp USD56.50 +10.8% 4 qtrs
88 SUSQUEHANNA INTERNATIONAL GROUP, LLP 16.3K -5.2K (-24.0%) 1.02M -52.8K (-4.9%) 0.07% -0.022 pp 0.00% +0.000 pp USD79.31 -21.0% 27 qtrs
89 HUDSON BAY CAPITAL MANAGEMENT LP 15.0K +15.0K (+100.0%) 939.5K +939.5K (+100.0%) 0.06% +0.063 pp 0.00% +0.003 pp USD62.63 +0.0% 1 qtrs NEW
90 NOMURA HOLDINGS INC 14.0K +14.0K (+100.0%) 876.8K +876.8K (+100.0%) 0.06% +0.059 pp 0.00% +0.001 pp USD62.63 +0.0% 1 qtrs NEW
91 STATE OF WISCONSIN INVESTMENT BOARD 13.8K -751.0 (-5.2%) 864.5K +136.2K (+18.7%) 0.06% -0.003 pp 0.00% +0.000 pp USD51.48 +21.7% 31 qtrs
92 CETERA INVESTMENT ADVISERS 13.8K -2.4K (-14.7%) 862.5K +54.6K (+6.8%) 0.06% -0.010 pp 0.00% +0.000 pp USD50.04 +25.2% 2 qtrs
93 LAURION CAPITAL MANAGEMENT LP 13.4K +13.4K (+100.0%) 839.5K +839.5K (+100.0%) 0.06% +0.056 pp 0.03% +0.031 pp USD62.63 +0.0% 1 qtrs NEW
94 FIRST TRUST ADVISORS LP 12.4K +2.5K (+24.8%) 775.7K +278.9K (+56.1%) 0.05% +0.011 pp 0.00% +0.000 pp USD64.93 -3.5% 42 qtrs
95 METLIFE INVESTMENT MANAGEMENT, LLC 12.4K +12.4K (+100.0%) 775.7K +775.7K (+100.0%) 0.05% +0.052 pp 0.00% +0.004 pp USD62.63 +0.0% 1 qtrs NEW
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
3.00
Bullish
Buys
2
Sells
2
Shares acquired
9.4K
Shares disposed
854.00
Cash buys
1.00
Cash sales
1.00
Net activity
+8,522
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-22 Schreyer Edward Joseph Officer S-Sale D Common Stock 2,900 66.70 193.4K 18,434 D
2026-05-08 Ritterbusch Todd Officer P-Purchase A Common Stock 7,000 67.01 469.1K 22,804 D
2026-05-01 Voss William B. Officer A-Award A Employee Stock Options 4,118 67.55 278.2K 4,118 D
2026-05-01 Sparks C Todd Director A-Award A Common Stock 1,258 0.00 50,757 D
2026-05-01 Sepulveda Carlos M Director A-Award A Common Stock 1,628 0.00 352,940 D
2026-05-01 Schreyer Edward Joseph Officer F-InKind D Common Stock 3,439 67.55 232.3K 21,334 D
2026-05-01 Ritterbusch Todd Officer A-Award A Employee Stock Options 4,376 67.55 295.6K 4,376 D
2026-05-01 Rafferty Michael P Director A-Award A Common Stock 1,258 0.00 38,301 D
2026-05-01 Nelson Adam D Officer A-Award A Common Stock 2,710 0.00 29,392 D
2026-05-01 McSherry Melissa K Director A-Award A Common Stock 1,258 0.00 1,871 D
2026-05-01 Graft Aaron P Director / Officer A-Award A Employee Stock Options 17,418 67.55 1.18M 17,418 D
2026-05-01 Easley Laura Director A-Award A Common Stock 1,258 0.00 9,559 D
2026-05-01 Deadman Davis R Director A-Award A Common Stock 1,258 0.00 10,434 D
2026-05-01 BRADFORD DEBRA A Director A-Award A Common Stock 1,258 0.00 8,537 D
2026-05-01 Anderson Charles Albert Director A-Award A Common Stock 1,258 0.00 129,228 D
2026-03-10 Voss William B. Officer S-Sale D Common Stock 427 59.57 25.4K 12,757 D
2026-02-27 Graft Aaron P Director / Officer P-Purchase A Common Stock 8,949 55.87 500.0K 149,182 D
2025-12-18 Nelson Adam D Officer S-Sale D Common Stock 3,000 65.18 195.5K 24,832 D
2025-12-16 Deadman Davis R Director G-Gift D Common Stock 1,657 0.00 9,176 D
2025-12-15 Anderson Charles Albert Director G-Gift D Common Stock 5,144 0.00 127,970 D
2025-12-11 Graft Aaron P Director / Officer G-Gift D Common Stock 4,325 0.00 140,233 D
2025-09-02 Schreyer Edward Joseph Officer S-Sale D Common Stock 7,275 60.43 439.6K 17,919 D
2025-08-25 Nelson Adam D Officer S-Sale D Common Stock 3,500 60.39 211.4K 27,832 D
2025-08-22 Graft Aaron P Director / Officer S-Sale D Common Stock 6,500 60.18 391.2K 144,558 D
2025-07-01 Sparks C Todd Director A-Award A Common Stock 613 0.00 49,499 D
2025-07-01 Sepulveda Carlos M Director A-Award A Common Stock 857 0.00 351,312 D
2025-07-01 Rafferty Michael P Director A-Award A Common Stock 613 0.00 37,043 D
2025-07-01 Nelson Adam D Officer S-Sale D Common Stock 3,500 60.16 210.6K 31,332 D
2025-07-01 Miller Maribess L Director A-Award A Common Stock 613 0.00 19,699 D
2025-07-01 McSherry Melissa K Director A-Award A Common Stock 613 0.00 613 D
2025-07-01 Easley Laura Director A-Award A Common Stock 653 0.00 8,301 D
2025-07-01 Deadman Davis R Director A-Award A Common Stock 613 0.00 10,833 D
2025-07-01 Davis Richard Loren Director A-Award A Common Stock 613 0.00 55,280 D
2025-07-01 Barnes Harrison B. Director A-Award A Common Stock 613 0.00 22,178 D
2025-07-01 BRADFORD DEBRA A Director A-Award A Common Stock 613 0.00 7,279 D
2025-07-01 Anderson Charles Albert Director A-Award A Common Stock 613 0.00 133,114 D
2025-06-09 Schreyer Edward Joseph Officer S-Sale D Common Stock 7,275 60.00 436.5K 25,194 D
2025-06-09 Graft Aaron P Director / Officer S-Sale D Common Stock 6,500 60.15 391.0K 151,058 D
2025-05-14 Sparks C Todd Director J-Other D Common Stock 11,928 0.00 0 I
2025-05-05 Deadman Davis R Director P-Purchase A Depository Shares 399 21.50 8.6K 26,500 D
2025-05-02 Rafferty Michael P Director P-Purchase A Depository Shares 688 21.50 14.8K 9,338 D
2025-05-02 Deadman Davis R Director P-Purchase A Depository Shares 601 21.70 13.0K 26,101 D
2025-05-01 Voss William B. Officer A-Award A Common Stock 2,758 0.00 12,893 D
2025-05-01 Schreyer Edward Joseph Officer A-Award A Employee Stock Options 9,920 54.38 539.4K 9,920 D
2025-05-01 Ritterbusch Todd Officer A-Award A Employee Stock Options 5,291 54.38 287.7K 5,291 D
2025-05-01 Rafferty Michael P Director P-Purchase A Depository Shares 650 21.27 13.8K 8,650 D
2025-05-01 Nelson Adam D Officer A-Award A Common Stock 2,298 0.00 34,583 D
2025-05-01 Graft Aaron P Director / Officer A-Award A Employee Stock Options 22,376 54.38 1.22M 22,376 D
2025-05-01 Anderson Charles A Director W-Will A Common Stock 10,000 0.00 10,000 I
2025-04-29 Barnes Harrison B. Director P-Purchase A Common Stock 1,000 53.65 53.7K 21,565 D
2025-04-25 Deadman Davis R Director P-Purchase A Common Stock 1,500 53.50 80.3K 10,220 D
2025-04-24 Anderson Charles A Director P-Purchase A Common Stock 3,950 50.96 201.3K 132,501 D
2025-04-23 BRADFORD DEBRA A Director P-Purchase A Common Stock 1,508 49.39 74.5K 3,348 I
2025-04-22 Sepulveda Carlos M Director P-Purchase A Common Stock 6,765 47.64 322.3K 350,455 D
2025-04-22 McSherry Melissa K Director No securities are beneficially owned 0 0.00 0 D
2025-02-21 Graft Aaron P Director / Officer S-Sale D Common Stock 9,000 68.96 620.6K 142,533 D
2025-02-03 Sparks C Todd Director A-Award A Common Stock 493 0.00 45,904 D
2025-02-03 Sepulveda Carlos M Director A-Award A Common Stock 690 0.00 343,690 D
2025-02-03 Rafferty Michael P Director A-Award A Common Stock 493 0.00 36,430 D
2025-02-03 Miller Maribess L Director A-Award A Common Stock 493 0.00 19,086 D
2025-02-03 Easley Laura Director A-Award A Common Stock 525 0.00 7,648 D
2025-02-03 Deadman Davis R Director A-Award A Common Stock 493 0.00 8,720 D
2025-02-03 Davis Richard Loren Director A-Award A Common Stock 493 0.00 54,667 D
2025-02-03 Barnes Harrison B. Director A-Award A Common Stock 493 0.00 20,565 D
2025-02-03 BRADFORD DEBRA A Director A-Award A Common Stock 493 0.00 6,666 D
2025-02-03 Anderson Charles A Director A-Award A Common Stock 493 0.00 128,551 D
2024-12-20 Davis Richard Loren Director G-Gift D Common Stock 1,088 0.00 54,174 D
2024-12-13 Ritterbusch Todd Officer F-InKind D Common Stock 829 102.20 84.7K 10,547 D
2024-12-11 Anderson Charles A Director G-Gift D Common Stock 1,600 0.00 128,058 D
2024-12-04 Miller Maribess L Director G-Gift D Common Stock 1,260 0.00 18,593 D
2024-11-29 Graft Aaron P Director / Officer S-Sale D Common Stock 13,500 106.36 1.44M 151,533 D
2024-11-20 Barnes Harrison B. Director G-Gift D Common Stock 5,638 0.00 20,072 D
2024-11-15 Graft Aaron P Director / Officer G-Gift D Common Stock 565 0.00 165,033 D
2024-11-14 Graft Aaron P Director / Officer G-Gift D Common Stock 2,108 0.00 165,598 D
2024-11-01 Schreyer Edward Joseph Officer S-Sale D Common Stock 6,129 88.94 545.1K 33,569 D
2024-10-25 Rafferty Michael P Director G-Gift D Common Stock 1,000 0.00 35,937 D
2024-08-28 Voss William B. Officer S-Sale D Common Stock 2,018 83.88 169.3K 10,135
2024-08-27 Voss William B. Officer S-Sale D Common Stock 9,491 83.50 792.5K 12,153
2024-08-16 Graft Aaron P Director / Officer S-Sale D Common Stock 7,500 84.28 632.1K 167,706
2024-08-06 Schreyer Edward Joseph Officer S-Sale D Common Stock 6,128 81.41 498.9K 39,698
2024-07-26 Sepulveda Carlos M Director G-Gift D Common Stock 9,232 0.00 343,000
2024-07-11 Nelson Adam D Officer M-Exempt A Common Stock 4,598 26.25 120.7K 36,883
2024-07-01 Sparks C Todd Director A-Award A Common Stock 468 0.00 45,411
2024-07-01 Sepulveda Carlos M Director A-Award A Common Stock 748 0.00 352,232
2024-07-01 Rafferty Michael P Director A-Award A Common Stock 468 0.00 36,937
2024-07-01 Miller Maribess L Director A-Award A Common Stock 468 0.00 19,853
2024-07-01 Easley Laura Director A-Award A Common Stock 592 0.00 7,123
2024-07-01 Deadman Davis R Director A-Award A Common Stock 468 0.00 8,227
2024-07-01 Davis Richard Loren Director A-Award A Common Stock 468 0.00 55,262
2024-07-01 Barnes Harrison B. Director A-Award A Common Stock 468 0.00 25,710
2024-07-01 BRADFORD DEBRA A Director A-Award A Common Stock 468 0.00 6,173
2024-07-01 Anderson Charles A Director A-Award A Common Stock 468 0.00 129,658
2024-06-20 Sparks C Todd Director W-Will A Common Stock 4,229 0.00 5,959 I
2024-05-13 Ritterbusch Todd Officer S-Sale D Common Stock 3,000 74.07 222.2K 7,434
2024-05-10 Ritterbusch Todd Officer S-Sale D Common Stock 7,854 73.84 579.9K 10,434
2024-05-06 Forman-Barenblit Melissa Officer S-Sale D Common Stock 2,780 73.74 205.0K 9,808
2024-05-01 Voss William B. Officer A-Award A Common Stock 1,388 0.00 22,092
2024-05-01 Schreyer Edward Joseph Officer A-Award A Employee Stock Options 5,864 72.00 422.2K 5,864
2024-05-01 Ritterbusch Todd Officer A-Award A Common Stock 1,215 0.00 18,189
2024-05-01 Nelson Adam D Officer A-Award A Common Stock 1,041 0.00 32,091
2024-05-01 Lehmann Gail Officer A-Award A Employee Stock Options 2,010 72.00 144.7K 2,010
2024-05-01 Graft Aaron P Director / Officer A-Award A Employee Stock Options 12,148 72.00 874.7K 12,148
2024-05-01 Forman-Barenblit Melissa Officer A-Award A Employee Stock Options 2,848 72.00 205.1K 2,848
2024-04-29 Sepulveda Carlos M Director S-Sale D Common Stock 16,000 71.12 1.14M 351,484
2024-02-12 Nelson Adam D Officer M-Exempt A Common Stock 4,523 25.80 116.7K 35,573
2024-02-09 Nelson Adam D Officer M-Exempt A Common Stock 500 25.80 12.9K 31,550
2024-02-01 Sparks C Todd Director A-Award A Common Stock 538 0.00 44,943
2024-02-01 Sepulveda Carlos M Director A-Award A Common Stock 859 0.00 367,484
2024-02-01 Rafferty Michael P Director A-Award A Common Stock 538 0.00 36,469
2024-02-01 Miller Maribess L Director A-Award A Common Stock 538 0.00 19,385
2024-02-01 Easley Laura Director A-Award A Common Stock 680 0.00 6,531
2024-02-01 Deadman Davis R Director A-Award A Common Stock 538 0.00 7,741
2024-02-01 Davis Richard Loren Director A-Award A Common Stock 538 0.00 54,794
2024-02-01 Barnes Harrison B. Director A-Award A Common Stock 538 0.00 25,242
2024-02-01 BRADFORD DEBRA A Director A-Award A Common Stock 538 0.00 5,705
2024-02-01 Anderson Charles A Director A-Award A Common Stock 538 0.00 129,190
2024-01-29 Schreyer Edward Joseph Officer S-Sale D Common Stock 12,820 72.43 928.6K 50,939
2023-12-14 Sepulveda Carlos M Director S-Sale D Common Stock 13,500 76.10 1.03M 366,625
2023-12-13 Graft Aaron P Director / Officer S-Sale D Common Stock 25,000 72.92 1.82M 167,703
2023-12-05 Ritterbusch Todd Officer S-Sale D Common Stock 2,000 70.77 141.5K 16,974
2023-12-05 Nelson Adam D Officer M-Exempt A Common Stock 10,539 15.87 167.3K 41,589
2023-12-01 Schreyer Edward Joseph Officer S-Sale D Common Stock 1,228 70.00 86.0K 63,759
2023-11-28 Sepulveda Carlos M Director G-Gift D Common Stock 5,000 0.00 380,125
2023-11-24 Schreyer Edward Joseph Officer S-Sale D Common Stock 11,234 70.08 787.3K 64,987
2023-11-21 Sepulveda Carlos M Director S-Sale D Common Stock 21,500 70.07 1.51M 385,125
2023-11-20 Graft Aaron P Director / Officer G-Gift D Common Stock 2,857 0.00 192,703
2023-10-27 Anderson Charles A Director G-Gift D Common Stock 2,500 0.00 128,652
2023-10-25 Sepulveda Carlos M Director G-Gift D Common Stock 5,617 0.00 406,625
2023-09-14 Graft Aaron P Director / Officer S-Sale D Common Stock 23,358 65.79 1.54M 195,560
2023-09-13 Graft Aaron P Director / Officer S-Sale D Common Stock 26,642 65.17 1.74M 218,918
2023-09-13 Forman-Barenblit Melissa Officer S-Sale D Common Stock 2,300 65.23 150.0K 11,707
2023-08-23 Sepulveda Carlos M Director P-Purchase A Depository Shares 7,400 20.00 148.0K 12,798
2023-07-03 Sparks C Todd Director A-Award A Common Stock 571 0.00 44,405
2023-07-03 Sepulveda Carlos M Director A-Award A Common Stock 897 0.00 412,242
2023-07-03 Rafferty Michael P Director A-Award A Common Stock 571 0.00 35,931
2023-07-03 Miller Maribess L Director A-Award A Common Stock 571 0.00 18,847
2023-07-03 Easley Laura Director A-Award A Common Stock 733 0.00 5,851
2023-07-03 Deadman Davis R Director A-Award A Common Stock 571 0.00 7,203
2023-07-03 Davis Richard Loren Director A-Award A Common Stock 571 0.00 54,256
2023-07-03 Barnes Harrison B. Director A-Award A Common Stock 571 0.00 24,704
2023-07-03 BRADFORD DEBRA A Director A-Award A Common Stock 571 0.00 5,167
2023-07-03 Anderson Charles A Director A-Award A Common Stock 571 0.00 131,152
2023-06-09 Sepulveda Carlos M Director P-Purchase A Depository Shares 1,526 19.75 30.1K 5,398
2023-06-07 Sepulveda Carlos M Director P-Purchase A Depository Shares 1,756 19.75 34.7K 3,872
2023-06-06 Sepulveda Carlos M Director P-Purchase A Depository Shares 2,116 19.50 41.3K 2,116
2023-05-30 Deadman Davis R Director P-Purchase A Depository Shares 1,500 18.14 27.2K 25,500
2023-05-24 Ritterbusch Todd Officer P-Purchase A Depository Shares 1,000 17.94 17.9K 21,000
2023-05-12 Barnes Harrison B. Director P-Purchase A Common Stock 2,655 48.09 127.7K 12,650
2023-05-11 Barnes Harrison B. Director P-Purchase A Common Stock 3,990 48.09 191.9K 9,995
2023-05-10 Deadman Davis R Director P-Purchase A Depository Shares 1,750 17.60 30.8K 24,000
2023-05-10 Barnes Harrison B. Director P-Purchase A Common Stock 3,636 47.90 174.2K 5,905
2023-05-09 Deadman Davis R Director P-Purchase A Depository Shares 750 17.80 13.4K 22,250
2023-05-09 Barnes Harrison B. Director P-Purchase A Common Stock 2,269 47.64 108.1K 2,269
2023-05-08 Sepulveda Carlos M Director P-Purchase A Common Stock 7,835 48.86 382.8K 411,345
2023-05-08 Deadman Davis R Director P-Purchase A Depository Shares 1,500 18.00 27.0K 21,500
2023-05-01 Voss William B. Officer A-Award A Common Stock 1,951 0.00 19,070
2023-05-01 Schreyer Edward Joseph Officer F-InKind D Common Stock 6,414 51.25 328.7K 76,221
2023-05-01 Ritterbusch Todd Officer A-Award A Common Stock 4,611 0.00 21,624
2023-05-01 Nelson Adam D Officer A-Award A Common Stock 5,428 0.00 33,329
2023-05-01 Lehmann Gail Officer F-InKind D Common Stock 2,743 51.25 140.6K 48,189
2023-05-01 Graft Aaron P Director / Officer A-Award A Common Stock 11,530 0.00 250,414
2023-05-01 Forman-Barenblit Melissa Officer A-Award A Common Stock 1,951 0.00 26,899
2023-02-16 Voss William B. Officer F-InKind D Common Stock 3,271 64.17 209.9K 17,119
2023-02-16 Ritterbusch Todd Officer F-InKind D Common Stock 4,736 64.17 303.9K 19,899
2023-02-16 Nelson Adam D Officer A-Award A Common Stock 17,750 0.00 32,802
2023-02-16 Lehmann Gail Officer F-InKind D Common Stock 6,714 64.17 430.8K 43,260
2023-02-16 Graft Aaron P Director / Officer F-InKind D Common Stock 9,698 64.17 622.3K 231,104
2023-02-16 Forman-Barenblit Melissa Officer F-InKind D Common Stock 596 64.17 38.2K 15,947
2023-02-01 Sparks C Todd Director A-Award A Common Stock 600 0.00 43,834
2023-02-01 Sepulveda Carlos M Director A-Award A Common Stock 942 0.00 403,752
2023-02-01 Rafferty Michael P Director A-Award A Common Stock 600 0.00 35,360
2023-02-01 Miller Maribess L Director A-Award A Common Stock 600 0.00 18,276
2023-02-01 Easley Laura Director A-Award A Common Stock 770 0.00 5,118
2023-02-01 Deadman Davis R Director A-Award A Common Stock 600 0.00 6,632
2023-02-01 Davis Richard Loren Director A-Award A Common Stock 600 0.00 53,685
2023-02-01 Barnes Harrison B. Director A-Award A Common Stock 600 0.00 24,133
2023-02-01 BRADFORD DEBRA A Director A-Award A Common Stock 600 0.00 4,596
2023-02-01 Anderson Charles A Director A-Award A Common Stock 600 0.00 130,581
2023-01-31 Rafferty Michael P Director P-Purchase A Common Stock 1,500 54.96 82.4K 34,760
2023-01-31 Barnes Harrison B. Director P-Purchase A Common Stock 1,500 54.81 82.2K 23,533
2023-01-31 BRADFORD DEBRA A Director P-Purchase A Common Stock 1,840 54.19 99.7K 1,840
2023-01-30 Sparks C Todd Director P-Purchase A Common Stock 1,610 55.00 88.6K 14,910
2023-01-30 Sepulveda Carlos M Director P-Purchase A Common Stock 47,000 54.47 2.56M 402,810
2023-01-30 Graft Aaron P Director / Officer S-Sale D Common Stock 34,000 54.00 1.84M 210,982
2023-01-30 Easley Laura Director P-Purchase A Common Stock 1,895 53.19 100.8K 1,895
2023-01-30 Barnes Harrison B. Director P-Purchase A Common Stock 2,421 54.78 132.6K 22,033
2023-01-30 Anderson Charles A Director P-Purchase A Common Stock 3,650 54.89 200.3K 129,981
2023-01-23 Deadman Davis R Director D Depository Shares 0 0.00 20,000
2022-12-27 Graft Aaron P Director / Officer G-Gift D Common Stock 175 0.00 244,982
2022-12-23 Graft Aaron P Director / Officer G-Gift D Common Stock 2,950 0.00 245,157
2022-07-01 Sepulveda Carlos M Director A-Award A Common Stock 1,098 0.00 355,810
2022-07-01 Miller Maribess L Director A-Award A Common Stock 546 0.00 17,676
2022-07-01 BRADFORD DEBRA A Director A-Award A Common Stock 546 0.00 3,996
2022-05-02 BRADFORD DEBRA A Director P-Purchase A Common Stock 1,400 71.56 100.2K 3,450
2022-04-19 Schreyer Edward Joseph Officer D Common Stock 0 0.00 67,406
2022-04-19 Forman-Barenblit Melissa Officer D Common Stock 0 0.00 4,684
2022-04-19 Brenner Geoffrey Paul Officer D Common Stock 0 0.00 22,691
2022-02-11 Barnes Harrison B. Director P-Purchase A Common Stock 1,000 94.86 94.9K 9,366
2022-02-01 Sparks C Todd Director A-Award A Common Stock 550 0.00 51,591
2022-02-01 Sepulveda Carlos M Director A-Award A Common Stock 817 0.00 354,712

Executive team

Top executives
EBIT / Employee
21.3K
Shares Outstanding
23.81M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 AARON P. GRAFT Director, Vice Chairman, CEO & President 725.0K 2.81M 634.4K 362.9K 76.7K 4.61M 74.73%
2 2025 EDWARD J. SCHREYER Executive Vice President, COO 500.0K 1.25M 281.2K 250.3K 14.0K 2.29M 66.64%
3 2025 TODD RITTERBUSCH President, TBK Bank, and President, Payments and Banking 416.7K 37.5K 664.1K 150.0K 177.3K 16.9K 1.46M 55.67%
4 2025 W. BRADLEY VOSS Executive Vice President, CFO 400.0K 664.1K 150.0K 166.8K 22.1K 1.40M 58.03%
5 2025 ADAM NELSON Executive Vice President, General Counsel and Corporate Secretary 400.0K 553.3K 125.0K 166.8K 14.0K 1.26M 53.87%
6 2024 AARON P. GRAFT Director, Vice Chairman, CEO & President 725.0K 1.90M 453.1K 369.8K 70.3K 3.52M 66.86%
7 2024 EDWARD J. SCHREYER Executive Vice President, COO 500.0K 915.7K 218.7K 255.0K 17.2K 1.91M 59.50%
8 2024 MELISSA FORMAN-BARENBLIT President, TriumphPay 420.8K 444.6K 106.2K 180.6K 13.8K 1.17M 47.24%
9 2024 W. BRADLEY VOSS Executive Vice President, CFO 400.0K 418.4K 100.0K 170.0K 18.9K 1.11M 46.81%
10 2024 TODD RITTERBUSCH President, TBK Bank, and President, Payments and Banking 400.0K 366.2K 87.5K 170.0K 16.7K 1.04M 43.61%
11 2024 TODD RITTERBUSCH President TBK Bank 400.0K 366.2K 87.5K 170.0K 16.7K 1.04M 43.61%
12 2023 AARON P. GRAFT Director, Vice Chairman, CEO & President 720.8K 1.61M 398.7K 456.8K 69.7K 3.26M 61.75%
13 2023 EDWARD J. SCHREYER Executive Vice President, COO 500.0K 804.9K 100.0K 315.0K 13.2K 1.73M 52.21%
14 2023 W. BRADLEY VOSS Executive Vice President, CFO 395.8K 404.9K 100.0K 168.0K 18.3K 1.09M 46.45%
15 2023 MELISSA FORMAN-BARENBLIT President, TriumphPay 395.8K 404.9K 100.0K 168.0K 13.2K 1.08M 46.67%
16 2023 MELISSA FORMAN-BARENBLIT EVP, TBK Bank, SSB President - TriumphPay 395.8K 404.9K 100.0K 168.0K 13.2K 1.08M 46.67%
17 2023 GAIL LEHMANN Executive Vice President, 400.0K 303.6K 75.0K 168.0K 20.8K 967.4K 39.14%
18 2022 AARON P. GRAFT Director, Vice Chairman, CEO & President 691.7K 1.20M 350.0K 478.5K 54.6K 2.77M 55.84%
19 2022 GEOFFREY P. BRENNER Former CEO of Triumph Financial Services LLC 415.6K 385.4K 112.5K 1.24M 2.15M 23.15%
20 2022 EDWARD J. SCHREYER Executive Vice President, COO 500.0K 750.0K 341.8K 12.2K 1.60M 46.76%
21 2022 W. BRADLEY VOSS Executive Vice President, CFO 370.8K 263.2K 240.7K 70.3K 170.9K 17.8K 1.13M 27.43%
22 2022 GAIL LEHMANN Executive Vice President, 393.3K 256.9K 75.0K 182.3K 20.3K 927.8K 35.77%
23 2022 TODD RITTERBUSCH President TBK Bank 369.1K 240.7K 70.3K 170.9K 12.2K 863.3K 36.03%
24 2022 TODD RITTERBUSCH Executive Vice President, Chief Lending Officer 369.1K 240.7K 70.3K 170.9K 12.2K 863.3K 36.03%
25 2021 AARON P. GRAFT Director, Vice Chairman, CEO & President 650.0K 939.5K 292.5K 514.0K 48.2K 2.44M 50.40%
26 2021 GAIL LEHMANN Executive Vice President, 358.3K 216.7K 67.5K 189.8K 19.0K 851.3K 33.39%
27 2021 TODD RITTERBUSCH Executive Vice President, Chief Lending Officer 337.5K 163.7K 51.0K 179.2K 14.6K 746.0K 28.77%
28 2021 W. BRADLEY VOSS Executive Vice President, CFO 286.0K 295.4K 101.9K 11.6K 694.9K 14.67%
29 2020 AARON P. GRAFT Director, Vice Chairman, CEO & President 650.0K 283.7K 86.4K 390.7K 37.2K 1.45M 25.56%
30 2020 GAIL LEHMANN Executive Vice President, 350.0K 152.8K 46.5K 168.3K 18.7K 736.3K 27.07%
31 2020 TODD RITTERBUSCH Executive Vice President, Chief Lending Officer 325.0K 113.5K 34.6K 156.3K 14.7K 644.1K 22.99%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-11 DEFA14A
2026-03-11 DEF 14A
2025-03-10 DEFA14A
2025-03-10 DEFA14A
2025-03-10 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-29 8-K
2026-05-26 4
2026-05-12 SC 13G
2026-05-11 4
2026-05-05 4/A
2026-05-05 4/A
2026-05-05 4
2026-05-05 4
2026-05-05 4
2026-05-05 4

Executive team

NameTitleCompensationGender
Aaron Graft Founder, Vice Chairman, President & Chief Executive Officer 1M male
Edward J. Schreyer SIOR Executive Vice President & Chief Operating Officer 764.3K male
William Bradley Voss Executive Vice President & Chief Financial Officer 588.9K male
Adam D. Nelson Executive Vice President, General Counsel & Secretary 580.8K male
Luke Wyse Executive Vice President & Head of Investor Relations male
Matt Levy President of TriumphX
Amanda Tavackoli Senior Vice President & Director of Corporate Communication female
Rob Wright Chief Product Officer - Triumph Business Capital male
Stephen D. Grossi Executive Vice President & Chief Human Resources Officer male
Renee Galitis Executive Vice President & Chief Information Officer female
ESG Rating
B
BANKS - REGIONAL
Rank: 283 out of 435
2026
E (Environmental)
65.9 / 64.3
Company / Sector avg.
S (Social)
65.2 / 76.5
Company / Sector avg.
G (Governance)
66.6 / 75.5
Company / Sector avg.
ESG Total
65.9 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend history

Earnings history

Earnings reports

Stock splits