Trinity Capital Inc. (TRIN)
Phoenix, AZ, US
Operating as a business development company (BDC), Trinity Capital Inc. functions as a venture capital firm with a core focus on providing venture debt. This financial support is extended to growth-stage enterprises in need of either direct loans or specialized equipment financing. Established in 2019, Trinity Capital Inc. maintains its headquarters in Phoenix, Arizona, and also has offices in Lutherville-Timonium, Maryland; San Diego, California; and Austin, Texas.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.77% | -1.17% | +11.17% | +9.80% | +14.63% | +15.49% | +14.25% | +46.49% | +17.58% | +12.80% | +12.80% |
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 | 1 | 0 |
| Buy | 6 | 0 |
| Hold | 1 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 4 |
17.13
-2.8%
|
| All Time | 6 |
16.25
-7.8%
|
-
Revenue growth Asset Management: +17.4%-2.2% Q1'26: +38.7% (vs Q1'25)
-
EPS growth Asset Management: +22.7%-6.7% Q1'26: +23.3% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%+60.3% ★ Q1'26: +18.2% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%+93.1% ★ Q1'26: +74.0% (vs Q1'25)
-
ROIC Asset Management: +6.5%+9.1% ★ Q1'26: +9.9% (vs Q1'25)
-
Share dilution Asset Management: +0.0%+22.1% Q1'26: +33.7% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×6.07× Q1'26: 5.50× (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 2020 actual |
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 2 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|
| Revenue |
40.60M
est: 54.53M (-25.6%)
|
175.48M
est: 80.77M (+117.3%)
|
43.54M
est: 142.15M (-69.4%)
|
174.84M
est: 183.70M (-4.8%)
|
237.44M
est: 231.60M (+2.5%)
|
232.25M
est: 290.88M (-20.2%)
|
374.17M
355.01M – 393.33M
+28.6% YoY
|
422.66M
384.62M – 460.70M
+13.0% YoY
|
385.29M
380.32M – 390.27M
-8.8% YoY
|
| EBITDA |
-6.06M
est: 12.59M (-148.1%)
|
132.58M
est: 18.65M (+610.8%)
|
-27.99M
est: 32.83M (-185.3%)
|
121.19M
est: 82.10M (+47.6%)
|
118.27M
est: 103.51M (+14.3%)
|
216.17M
est: 130.01M (+66.3%)
|
167.23M
158.67M – 175.80M
+28.6% YoY
|
188.91M
171.91M – 205.91M
+13.0% YoY
|
172.20M
169.98M – 174.43M
-8.8% YoY
|
| EBIT |
-6.11M
est: 13.11M (-146.6%)
|
132.58M
est: 19.42M (+582.6%)
|
-27.99M
est: 34.18M (-181.9%)
|
129.74M
est: 83.90M (+54.6%)
|
118.27M
est: 105.78M (+11.8%)
|
216.17M
est: 132.85M (+62.7%)
|
170.89M
162.14M – 179.64M
+28.6% YoY
|
193.04M
175.67M – 210.42M
+13.0% YoY
|
175.97M
173.70M – 178.25M
-8.8% YoY
|
| Net Income |
-6.11M
est: -3.92M (-56.0%)
|
132.32M
est: 85.59M (+54.6%)
|
-30.38M
est: 119.90M (-125.3%)
|
76.89M
est: 113.97M (-32.5%)
|
115.60M
est: 146.34M (-21.0%)
|
135.60M
est: 138.35M (-2.0%)
|
153.72M
143.98M – 163.47M
+11.1% YoY
|
145.50M
143.44M – 147.56M
-5.3% YoY
|
128.87M
128.18M – 129.56M
-11.4% YoY
|
| SGA |
4.39M
est: 5.57M (-21.2%)
|
6.99M
est: 8.24M (-15.2%)
|
10.19M
est: 14.51M (-29.8%)
|
12.01M
est: 17.62M (-31.9%)
|
14.18M
est: 22.21M (-36.2%)
|
17.94M
est: 27.89M (-35.7%)
|
35.88M
34.04M – 37.72M
+28.6% YoY
|
40.53M
36.88M – 44.18M
+13.0% YoY
|
36.95M
36.47M – 37.42M
-8.8% YoY
|
| EPS |
-0.23
est: -0.07 (-233.1%)
|
4.86
est: 1.51 (+222.1%)
|
-0.96
est: 2.11 (-145.4%)
|
2.07
est: 1.65 (+25.6%)
|
2.19
est: 2.11 (+3.7%)
|
1.96
est: 2.08 (-5.7%)
|
2.09
2.08 – 2.36
+0.4% YoY
|
2.10
2.07 – 2.13
+0.6% YoY
|
1.86
1.85 – 1.87
-11.4% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-11 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-08 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-07 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-06 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-05 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-04 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-01 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-30 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-29 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-28 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-24 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-15 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Thomas Philip Majewski | 3.34M | 15.50% | 3.3K | 3.33M | 3.3K | 3.33M | IN | — | 2020-12-21 | ↗ |
| 2 | Eagle Point Credit Management LLC | 3.33M | 15.50% | 3.33M | — | 3.33M | — | IA | — | 2020-12-21 | ↗ |
| 3 | Eagle Point DIF GP I LLC | 1.39M | 6.40% | — | 1.39M | — | 1.39M | OO | — | 2020-12-21 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | EAGLE POINT CREDIT MANAGEMENT LLC | 727.4K +727.4K (+100.0%) | 10.66B +10.7B (+100.0%) | 1.02% +1.018 pp | 10.17% +10.165 pp | USD14.65 +0.0% | 1 qtrs NEW |
| 2 | — | 374.9K +374.9K (+100.0%) | 5.49B +5.5B (+100.0%) | 0.52% +0.525 pp | 3.24% +3.244 pp | USD14.65 +0.0% | 1 qtrs NEW |
| 3 | UNION BANCAIRE PRIVEE, UBP SA | 25.8K -7.4K (-22.3%) | 60.73M -18.8M (-23.6%) | 0.04% -0.014 pp | 0.72% -0.409 pp | USD15.11 -3.0% | 5 qtrs — |
| 4 | VAN ECK ASSOCIATES CORP | 1.79M +39.3K (+2.2%) | 26.16M -874.0K (-3.2%) | 2.50% -0.151 pp | 0.02% -0.004 pp | USD13.88 +5.5% | 12 qtrs — |
| 5 | MELIA WEALTH LLC | 1.19M +14.2K (+1.2%) | 17.49M -770.5K (-4.2%) | 1.67% -0.119 pp | 8.08% +0.090 pp | USD14.51 +1.0% | 9 qtrs — |
| 6 | SOUND INCOME STRATEGIES, LLC | 944.9K +943.3K (+58,959.3%) | 15.32M +15.3M (+65,203.6%) | 1.32% +1.320 pp | 0.72% +0.724 pp | USD14.65 +0.0% | 2 qtrs — |
| 7 | UBS GROUP AG | 1.04M +232.0K (+28.8%) | 15.22M +2.7M (+21.9%) | 1.45% +0.230 pp | 0.00% +0.001 pp | USD14.69 -0.3% | 20 qtrs — |
| 8 | INVESCO LTD. | 1.03M +187.7K (+22.4%) | 15.04M +2.1M (+15.8%) | 1.44% +0.164 pp | 0.00% +0.000 pp | USD12.41 +18.0% | 15 qtrs — |
| 9 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 964.5K +48.8K (+5.3%) | 14.13M -45.7K (-0.3%) | 1.35% -0.040 pp | 0.03% -0.002 pp | USD14.34 +2.2% | 20 qtrs — |
| 10 | EMERALD ADVISERS, LLC | 809.8K +3.6K (+0.5%) | 11.86M -615.8K (-4.9%) | 1.13% -0.090 pp | 0.37% -0.035 pp | USD14.41 +1.7% | 20 qtrs — |
| 11 | FRANKLIN RESOURCES INC | 668.6K +102.4K (+18.1%) | 9.80M +1.0M (+11.7%) | 0.94% +0.077 pp | 0.00% +0.000 pp | USD14.50 +1.0% | 8 qtrs — |
| 12 | EMERALD MUTUAL FUND ADVISERS TRUST | 549.3K +— (+0.0%) | 8.05M -455.9K (-5.4%) | 0.77% -0.065 pp | 0.39% -0.047 pp | USD14.39 +1.8% | 20 qtrs — |
| 13 | ARES MANAGEMENT LLC | 545.7K +— (+0.0%) | 7.99M -453.0K (-5.4%) | 0.76% -0.064 pp | 0.46% +0.073 pp | USD13.75 +6.5% | 6 qtrs — |
| 14 | PRICE T ROWE ASSOCIATES INC /MD/ | 545.0K +365.2K (+203.0%) | 7.99M +5.2M (+186.8%) | 0.76% +0.490 pp | 0.00% +0.001 pp | USD14.92 -1.8% | 20 qtrs — |
| 15 | BLACKROCK, INC. | 482.7K -875.0 (-0.2%) | 7.07M -414.2K (-5.5%) | 0.68% -0.058 pp | 0.00% +0.000 pp | USD14.50 +1.0% | 6 qtrs — |
| 16 | MARSHALL WACE, LLP | 445.2K -706.1K (-61.3%) | 6.52M -11.3M (-63.4%) | 0.62% -1.124 pp | 0.01% -0.012 pp | USD15.45 -5.2% | 6 qtrs — |
| 17 | STIFEL FINANCIAL CORP | 432.8K +1.5K (+0.3%) | 6.34M -336.2K (-5.0%) | 0.61% -0.049 pp | 0.01% 0.000 pp | USD15.69 -6.6% | 20 qtrs — |
| 18 | LPL FINANCIAL LLC | 408.7K -108.7K (-21.0%) | 5.99M -2.0M (-25.3%) | 0.57% -0.213 pp | 0.00% -0.001 pp | USD14.93 -1.9% | 10 qtrs — |
| 19 | QUBE RESEARCH & TECHNOLOGIES LTD | 405.0K -69.5K (-14.6%) | 5.93M -1.4M (-19.2%) | 0.57% -0.153 pp | 0.01% -0.002 pp | USD15.10 -3.0% | 10 qtrs — |
| 20 | TWO SIGMA INVESTMENTS, LP | 390.0K -596.2K (-60.5%) | 5.71M -9.6M (-62.6%) | 0.55% -0.951 pp | 0.01% -0.015 pp | USD15.03 -2.5% | 20 qtrs — |
| 21 | AMERIPRISE FINANCIAL INC | 333.8K +8.0K (+2.4%) | 4.89M -149.4K (-3.0%) | 0.47% -0.027 pp | 0.00% 0.000 pp | USD14.08 +4.0% | 15 qtrs — |
| 22 | KENNEDY CAPITAL MANAGEMENT LLC | 320.0K +2.0K (+0.6%) | 4.69M -234.3K (-4.8%) | 0.45% -0.035 pp | 0.10% -0.010 pp | USD14.56 +0.6% | 8 qtrs — |
| 23 | MILLENNIUM MANAGEMENT LLC | 318.5K +196.1K (+160.2%) | 4.67M +2.8M (+146.3%) | 0.45% +0.260 pp | 0.00% +0.001 pp | USD14.42 +1.6% | 20 qtrs — |
| 24 | HENNION & WALSH ASSET MANAGEMENT, INC. | 317.2K +48.4K (+18.0%) | 4.65M +486.6K (+11.7%) | 0.44% +0.036 pp | 0.16% +0.010 pp | USD13.89 +5.5% | 13 qtrs — |
| 25 | ADVISORS ASSET MANAGEMENT, INC. | 302.9K +19.3K (+6.8%) | 4.44M +47.1K (+1.1%) | 0.42% -0.007 pp | 0.07% +0.000 pp | USD14.32 +2.3% | 9 qtrs — |
| 26 | MORGAN STANLEY | 300.2K -15.5K (-4.9%) | 4.40M -488.8K (-10.0%) | 0.42% -0.059 pp | 0.00% +0.000 pp | USD14.24 +2.9% | 19 qtrs — |
| 27 | AMBASSADOR ADVISORS, LLC | 195.0K -57.2K (-22.7%) | 2.86M -1.0M (-26.8%) | 0.27% -0.110 pp | 0.42% -0.162 pp | USD12.93 +13.3% | 12 qtrs — |
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 189.4K +189.4K (+100.0%) | 2.77M +2.8M (+100.0%) | 0.27% +0.265 pp | 0.00% +0.000 pp | USD14.65 +0.0% | 14 qtrs — |
| 29 | CITADEL ADVISORS LLC | 186.9K +38.2K (+25.7%) | 2.74M +436.2K (+19.0%) | 0.26% +0.036 pp | 0.00% +0.000 pp | USD14.31 +2.4% | 18 qtrs — |
| 30 | AWM CAPITAL, LLC | 177.1K +— (+0.0%) | 2.59M -147.0K (-5.4%) | 0.25% -0.021 pp | 0.24% -0.014 pp | USD15.40 -4.9% | 16 qtrs — |
| 31 | SMH CAPITAL ADVISORS INC | 170.8K +31.8K (+22.9%) | 2.50M +405.1K (+19.3%) | 0.24% +0.028 pp | 5.09% +0.815 pp | USD14.36 +2.0% | 7 qtrs — |
| 32 | MERCER GLOBAL ADVISORS INC /ADV | 147.0K +147.0K (+100.0%) | 2.15M +2.2M (+100.0%) | 0.21% +0.206 pp | 0.00% +0.003 pp | USD14.65 +0.0% | 1 qtrs NEW |
| 33 | SOVEREIGN'S CAPITAL MANAGEMENT, LLC | 138.3K +— (+0.0%) | 2.03M -114.8K (-5.4%) | 0.19% -0.016 pp | 1.23% +0.067 pp | USD14.47 +1.2% | 5 qtrs — |
| 34 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 136.8K +10.2K (+8.1%) | 2.00M +44.4K (+2.3%) | 0.19% -0.001 pp | 0.36% -0.021 pp | USD15.42 -5.0% | 2 qtrs — |
| 35 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 124.5K +96.1K (+338.7%) | 1.82M +1.4M (+315.2%) | 0.17% +0.131 pp | 0.02% +0.018 pp | USD14.52 +0.9% | 5 qtrs — |
| 36 | BANK OF AMERICA CORP /DE/ | 120.6K +70.7K (+141.5%) | 1.77M +993.6K (+128.6%) | 0.17% +0.093 pp | 0.00% +0.000 pp | USD14.67 -0.1% | 17 qtrs — |
| 37 | NORTHERN TRUST CORP | 112.4K -12.6K (-10.1%) | 1.65M -288.3K (-14.9%) | 0.16% -0.032 pp | 0.00% +0.000 pp | USD14.38 +1.9% | 6 qtrs — |
| 38 | COMMONWEALTH EQUITY SERVICES, LLC | 108.4K -6.1K (-5.3%) | 1.59M -184.8K (-10.4%) | 0.15% -0.022 pp | 0.00% 0.000 pp | USD14.28 +2.6% | 8 qtrs — |
| 39 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 89.8K -4.2K (-4.5%) | 1.48M +52.8K (+3.7%) | 0.13% -0.017 pp | 0.04% -0.001 pp | USD13.96 +4.9% | 14 qtrs — |
| 40 | CI PRIVATE WEALTH, LLC | 98.8K -5.5K (-5.2%) | 1.45M -166.4K (-10.3%) | 0.14% -0.020 pp | 0.00% -0.001 pp | USD14.24 +2.9% | 8 qtrs — |
| 41 | LEGACY CAPITAL WEALTH PARTNERS, LLC | 98.3K +10.3K (+11.7%) | 1.44M +77.7K (+5.7%) | 0.14% +0.004 pp | 0.31% +0.013 pp | USD14.11 +3.8% | 9 qtrs — |
| 42 | CANTON HATHAWAY, LLC | 98.1K +— (+0.0%) | 1.44M -81.5K (-5.4%) | 0.14% -0.012 pp | 0.28% -0.015 pp | USD14.96 -2.1% | 5 qtrs — |
| 43 | MUTUAL ADVISORS, LLC | 94.9K +— (+0.0%) | 1.39M -31.3K (-2.2%) | 0.13% -0.011 pp | 0.03% -0.002 pp | USD15.48 -5.4% | 2 qtrs — |
| 44 | WELLS FARGO & COMPANY/MN | 92.0K +5.5K (+6.3%) | 1.35M +8.5K (+0.6%) | 0.13% -0.003 pp | 0.00% +0.000 pp | USD14.20 +3.2% | 20 qtrs — |
| 45 | RAYMOND JAMES FINANCIAL INC | 91.7K +14.7K (+19.1%) | 1.34M +151.8K (+12.7%) | 0.13% +0.012 pp | 0.00% +0.000 pp | USD14.71 -0.4% | 5 qtrs — |
| 46 | DENALI ADVISORS LLC | 87.0K -18.4K (-17.5%) | 1.27M -357.7K (-21.9%) | 0.12% -0.038 pp | 0.14% -0.043 pp | USD14.11 +3.8% | 3 qtrs — |
| 47 | QUANTBOT TECHNOLOGIES LP | 79.0K +67.9K (+613.3%) | 1.16M +986.2K (+575.1%) | 0.11% +0.094 pp | 0.04% +0.034 pp | USD14.56 +0.6% | 10 qtrs — |
| 48 | BEACON POINTE ADVISORS, LLC | 78.1K +10.3K (+15.2%) | 1.14M +94.5K (+9.0%) | 0.11% +0.006 pp | 0.01% -0.001 pp | USD14.42 +1.6% | 3 qtrs — |
| 49 | CETERA INVESTMENT ADVISERS | 76.3K -2.7K (-3.5%) | 1.12M -105.8K (-8.7%) | 0.11% -0.013 pp | 0.00% 0.000 pp | USD14.59 +0.4% | 9 qtrs — |
| 50 | STATE STREET CORP | 71.8K +13.9K (+23.9%) | 1.09M +162.2K (+17.5%) | 0.10% +0.013 pp | 0.00% +0.000 pp | USD14.30 +2.4% | 8 qtrs — |
| 51 | CATALYST CAPITAL ADVISORS LLC | 70.3K +— (+0.0%) | 1.03M -58.4K (-5.4%) | 0.10% -0.008 pp | 0.02% -0.001 pp | USD14.10 +3.9% | 7 qtrs — |
| 52 | ADVISOR GROUP HOLDINGS, INC. | 66.9K +754.0 (+1.1%) | 980.3K -74.5K (-7.1%) | 0.09% -0.007 pp | 0.00% +0.000 pp | USD14.42 +1.6% | 19 qtrs — |
| 53 | ENVESTNET ASSET MANAGEMENT INC | 61.2K -5.0K (-7.5%) | 897.1K -128.0K (-12.5%) | 0.09% -0.015 pp | 0.00% +0.000 pp | USD14.62 +0.2% | 9 qtrs — |
| 54 | GOTHAM ASSET MANAGEMENT, LLC | 50.0K +— (+0.0%) | 732.5K -41.5K (-5.4%) | 0.07% -0.006 pp | 0.00% -0.001 pp | USD14.77 -0.8% | 4 qtrs — |
| 55 | BRAMSHILL INVESTMENTS, LLC | 47.3K +47.3K (+100.0%) | 693.2K +693.2K (+100.0%) | 0.07% +0.066 pp | 0.04% +0.039 pp | USD14.65 +0.0% | 1 qtrs NEW |
| 56 | NAVITER WEALTH, LLC | 45.4K +33.7K (+285.7%) | 688.8K +500.4K (+265.7%) | 0.06% +0.046 pp | 0.09% +0.068 pp | USD14.74 -0.6% | 4 qtrs — |
| 57 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 44.8K -3.0K (-6.2%) | 656.0K -82.8K (-11.2%) | 0.06% -0.010 pp | 0.01% -0.001 pp | USD15.65 -6.4% | 18 qtrs — |
| 58 | ADVISORY SERVICES NETWORK, LLC | 43.3K -123.8K (-74.1%) | 634.1K -2.0M (-75.5%) | 0.06% -0.193 pp | 0.01% -0.029 pp | USD14.81 -1.1% | 4 qtrs — |
| 59 | GUGGENHEIM CAPITAL LLC | 42.6K +2.6K (+6.6%) | 623.4K +5.4K (+0.9%) | 0.06% -0.001 pp | 0.00% +0.000 pp | USD14.39 +1.8% | 8 qtrs — |
| 60 | VERITION FUND MANAGEMENT LLC | 42.5K +42.5K (+100.0%) | 622.0K +622.0K (+100.0%) | 0.06% +0.059 pp | 0.00% +0.002 pp | USD14.65 +0.0% | 1 qtrs NEW |
| 61 | OPPENHEIMER & CO INC | 41.2K +10.2K (+33.0%) | 603.9K +124.1K (+25.9%) | 0.06% +0.011 pp | 0.01% +0.003 pp | USD14.43 +1.5% | 6 qtrs — |
| 62 | FIRST FINANCIAL BANK - TRUST DIVISION | 41.1K +2.4K (+6.3%) | 601.9K +3.3K (+0.6%) | 0.06% -0.001 pp | 0.05% -0.002 pp | USD14.10 +3.9% | 7 qtrs — |
| 63 | JUMP FINANCIAL, LLC | 37.7K +37.7K (+100.0%) | 552.5K +552.5K (+100.0%) | 0.05% +0.053 pp | 0.01% +0.007 pp | USD14.65 +0.0% | 3 qtrs — |
| 64 | AIGEN INVESTMENT MANAGEMENT, LP | 37.4K -2.5K (-6.3%) | 547.6K -70.2K (-11.4%) | 0.05% -0.008 pp | 0.13% +0.031 pp | USD15.03 -2.5% | 3 qtrs — |
| 65 | BISON WEALTH, LLC | 37.4K +4.1K (+12.4%) | 536.9K +33.3K (+6.6%) | 0.05% +0.002 pp | 0.06% +0.014 pp | USD15.39 -4.8% | 2 qtrs — |
| 66 | VIRTU FINANCIAL LLC | 34.6K +34.6K (+100.0%) | 507.0K +507.0K (+100.0%) | 0.05% +0.048 pp | 0.02% +0.020 pp | USD14.65 +0.0% | 1 qtrs NEW |
| 67 | CORNERSTONE WEALTH MANAGEMENT, LLC | 34.5K +1.2K (+3.5%) | 505.4K -10.8K (-2.1%) | 0.05% -0.002 pp | 0.03% -0.002 pp | USD14.50 +1.0% | 9 qtrs — |
| 68 | ROYAL BANK OF CANADA | 33.1K +3.2K (+10.9%) | 484.0K +22.0K (+4.8%) | 0.05% +0.001 pp | 0.00% +0.000 pp | USD14.16 +3.5% | 18 qtrs — |
| 69 | TWO SIGMA ADVISERS, LP | 32.3K -517.6K (-94.1%) | 473.2K -8.0M (-94.4%) | 0.05% -0.789 pp | 0.00% -0.016 pp | USD15.01 -2.4% | 18 qtrs — |
| 70 | SEI INVESTMENTS CO | 32.1K +32.1K (+100.0%) | 470.6K +470.6K (+100.0%) | 0.04% +0.045 pp | 0.00% +0.001 pp | USD14.65 +0.0% | 1 qtrs NEW |
| 71 | PRIVATE ADVISOR GROUP, LLC | 30.8K +2.3K (+8.0%) | 451.9K +10.0K (+2.3%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD14.03 +4.4% | 15 qtrs — |
| 72 | EAGLE GLOBAL ADVISORS LLC | 29.4K +8.2K (+38.3%) | 431.1K +101.7K (+30.9%) | 0.04% +0.009 pp | 0.02% +0.003 pp | USD15.02 -2.5% | 4 qtrs — |
| 73 | D.A. DAVIDSON & CO. | 29.4K +6.1K (+26.1%) | 430.7K +69.7K (+19.3%) | 0.04% +0.006 pp | 0.00% +0.000 pp | USD14.71 -0.4% | 4 qtrs — |
| 74 | ALPS ADVISORS INC | 28.6K +316.0 (+1.1%) | 419.2K -18.9K (-4.3%) | 0.04% -0.003 pp | 0.00% +0.000 pp | USD13.94 +5.1% | 6 qtrs — |
| 75 | WHIPPLEWOOD ADVISORS, LLC | 28.3K +28.3K (+100.0%) | 415.0K +415.0K (+100.0%) | 0.04% +0.040 pp | 0.27% +0.267 pp | USD14.65 +0.0% | 1 qtrs NEW |
| 76 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 27.1K +721.0 (+2.7%) | 397.7K -11.4K (-2.8%) | 0.04% -0.002 pp | 0.00% -0.001 pp | USD15.46 -5.2% | 2 qtrs — |
| 77 | GOLDMAN SACHS GROUP INC | 26.7K -30.5K (-53.3%) | 391.5K -494.4K (-55.8%) | 0.04% -0.049 pp | 0.00% 0.000 pp | USD15.06 -2.7% | 17 qtrs — |
| 78 | QUEST PARTNERS LLC | 25.1K -60.2K (-70.6%) | 367.4K -953.2K (-72.2%) | 0.04% -0.094 pp | 0.02% -0.066 pp | USD14.47 +1.2% | 6 qtrs — |
| 79 | PRINCIPAL STREET PARTNERS, LLC | 24.7K +— (+0.0%) | 362.0K -20.5K (-5.4%) | 0.03% -0.003 pp | 0.06% +0.000 pp | USD14.50 +1.0% | 5 qtrs — |
| 80 | FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 24.5K +799.0 (+3.4%) | 359.5K -8.0K (-2.2%) | 0.03% -0.002 pp | 0.06% -0.002 pp | USD14.48 +1.2% | 5 qtrs — |
| 81 | JANE STREET GROUP, LLC | 24.5K +7.2K (+41.6%) | 358.9K +91.1K (+34.0%) | 0.03% +0.008 pp | 0.00% +0.000 pp | USD15.09 -2.9% | 6 qtrs — |
| 82 | U.S. CAPITAL WEALTH ADVISORS, LLC | 24.2K +3.2K (+15.2%) | 354.5K +29.5K (+9.1%) | 0.03% +0.002 pp | 0.01% +0.001 pp | USD14.15 +3.5% | 3 qtrs — |
| 83 | VIDENT ADVISORY, LLC | 23.6K -23.2K (-49.6%) | 345.6K -379.0K (-52.3%) | 0.03% -0.038 pp | 0.00% -0.004 pp | USD14.30 +2.4% | 8 qtrs — |
| 84 | SANCTUARY ADVISORS, LLC | 23.5K +2.4K (+11.4%) | 343.7K +17.8K (+5.5%) | 0.03% +0.001 pp | 0.00% +0.000 pp | USD13.89 +5.5% | 6 qtrs — |
| 85 | R SQUARED LTD | 23.4K +23.4K (+100.0%) | 342.4K +342.4K (+100.0%) | 0.03% +0.033 pp | 0.16% +0.160 pp | USD14.65 +0.0% | 1 qtrs NEW |
| 86 | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 22.1K +— (+0.0%) | 323.3K -18.3K (-5.4%) | 0.03% -0.003 pp | 0.02% -0.010 pp | USD14.47 +1.2% | 5 qtrs — |
| 87 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 21.5K +8.8K (+68.6%) | 315.0K +118.0K (+59.9%) | 0.03% +0.011 pp | 0.00% +0.000 pp | USD15.14 -3.2% | 2 qtrs — |
| 88 | SQUAREPOINT OPS LLC | 21.4K +21.4K (+100.0%) | 314.2K +314.2K (+100.0%) | 0.03% +0.030 pp | 0.00% +0.000 pp | USD14.65 +0.0% | 1 qtrs NEW |
| 89 | CENTIVA CAPITAL, LP | 21.3K +21.3K (+100.0%) | 312.1K +312.1K (+100.0%) | 0.03% +0.030 pp | 0.00% +0.003 pp | USD14.65 +0.0% | 1 qtrs NEW |
| 90 | TOROSO INVESTMENTS, LLC | 21.0K +21.0K (+100.0%) | 307.7K +307.7K (+100.0%) | 0.03% +0.029 pp | 0.00% +0.001 pp | USD14.65 +0.0% | 1 qtrs NEW |
| 91 | MOODY NATIONAL BANK TRUST DIVISION | 20.1K +1.6K (+8.6%) | 294.8K +7.9K (+2.7%) | 0.03% +0.000 pp | 0.03% +0.004 pp | USD13.90 +5.4% | 6 qtrs — |
| 92 | BIRCHVIEW CAPITAL, LP | 20.0K +20.0K (+100.0%) | 293.0K +293.0K (+100.0%) | 0.03% +0.028 pp | 0.17% +0.172 pp | USD14.65 +0.0% | 1 qtrs NEW |
| 93 | ANGELES WEALTH MANAGEMENT, LLC | 18.6K +18.6K (+100.0%) | 271.8K +271.8K (+100.0%) | 0.03% +0.026 pp | 0.02% +0.015 pp | USD14.65 +0.0% | 1 qtrs NEW |
| 94 | GSA CAPITAL PARTNERS LLP | 18.2K +18.2K (+100.0%) | 267.0K +267.0K (+100.0%) | 0.03% +0.026 pp | 0.02% +0.023 pp | USD14.65 +0.0% | 6 qtrs — |
| 95 | KESTRA ADVISORY SERVICES, LLC | 18.0K +5.2K (+40.4%) | 264.2K +65.4K (+32.9%) | 0.03% +0.006 pp | 0.00% +0.000 pp | USD14.24 +2.9% | 3 qtrs — |
| 96 | VALUES FIRST ADVISORS, INC. | 17.4K +17.4K (+100.0%) | 254.8K +254.8K (+100.0%) | 0.02% +0.024 pp | 0.13% +0.132 pp | USD14.65 +0.0% | 1 qtrs NEW |
| 97 | KOVACK ADVISORS, INC. | 17.2K +17.2K (+100.0%) | 251.9K +251.9K (+100.0%) | 0.02% +0.024 pp | 0.01% +0.012 pp | USD14.65 +0.0% | 1 qtrs NEW |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Putnam BDC Income ETF PBDC | 4.77% | 13.17M | 13.49% |
| 2 | Invesco KBW High Dividend Yield Financial ETF KBWD | 2.98% | 12.54M | 5.39% |
| 3 | VanEck BDC Income ETF BIZD | 1.97% | 31.60M | 9.69% |
| 4 | FT Confluence BDC & Specialty Finance Income ETF FBDC | 1.71% | 587.3K | 12.44% |
| 5 | Sound Enhanced Fixed Income ETF FXED | 1.04% | 470.9K | 2.51% |
| 6 | iShares Listed Private Equity UCITS ETF IPRA.AS | 0.54% | 469.4K | 0.75% |
| 7 | iShares Listed Private Equity UCITS ETF IDPE.L | 0.54% | 4.22M | 0.75% |
| 8 | Invesco Global Listed Private Equity ETF PSP | 0.26% | 581.4K | 1.80% |
| 9 | T. Rowe Price Small-Mid Cap ETF TMSL | 0.17% | 4.81M | 0.55% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-16 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 800 | 14.16 | 11.3K | 40,443 | D | ↗ |
| 2026-03-16 | Brown Kyle Steven | Director / Officer | P-Purchase | A | Common Stock | 3,532 | 14.16 | 50.0K | 620,709 | D | ↗ |
| 2026-03-13 | Testa Michael | Officer | A-Award | A | Common Stock | 52,011 | 0.00 | — | 143,766 | D | ↗ |
| 2026-03-13 | Stanton Sarah | Officer | A-Award | A | Common Stock | 55,478 | 0.00 | — | 135,738 | D | ↗ |
| 2026-03-13 | Kundich Ronald | Officer | A-Award | A | Common Stock | 45,076 | 0.00 | — | 247,359 | D | ↗ |
| 2026-03-13 | Harder Gerald | Officer | A-Award | A | Common Stock | 104,022 | 0.00 | — | 225,262 | D | ↗ |
| 2026-03-13 | Brown Steve Louis | Director / Officer | F-InKind | D | Common Stock | 31,101 | 14.42 | 448.5K | 376,307 | D | ↗ |
| 2026-03-13 | Brown Kyle Steven | Director / Officer | A-Award | A | Common Stock | 256,588 | 0.00 | — | 617,176 | D | ↗ |
| 2026-03-12 | Brown Steve Louis | Director / Officer | P-Purchase | A | Common Stock | 27,109 | 14.75 | 399.9K | 940,745 | I | ↗ |
| 2026-03-11 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 500 | 14.75 | 7.4K | 39,643 | D | ↗ |
| 2026-03-09 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 105 | 14.80 | 1.6K | 39,143 | D | ↗ |
| 2026-03-09 | Brown Steve Louis | Director / Officer | P-Purchase | A | Common Stock | 518 | 14.82 | 7.7K | 913,636 | I | ↗ |
| 2026-03-03 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 200 | 14.73 | 2.9K | 39,038 | D | ↗ |
| 2026-03-02 | Brown Kyle Steven | Director / Officer | P-Purchase | A | Common Stock | 3,333 | 14.90 | 49.7K | 376,775 | D | ↗ |
| 2025-12-15 | Testa Michael | Officer | F-InKind | D | Common Stock | 1,486 | 15.12 | 22.5K | 96,554 | D | ↗ |
| 2025-12-15 | Stanton Sarah | Officer | F-InKind | D | Common Stock | 2,537 | 15.12 | 38.4K | 138,269 | D | ↗ |
| 2025-12-15 | Kundich Ronald | Officer | F-InKind | D | Common Stock | 4,037 | 15.12 | 61.0K | 209,109 | D | ↗ |
| 2025-12-15 | Harder Gerald | Officer | F-InKind | D | Common Stock | 4,578 | 15.12 | 69.2K | 291,546 | D | ↗ |
| 2025-12-15 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 1,000 | 15.08 | 15.1K | 38,444 | D | ↗ |
| 2025-12-15 | Brown Steve Louis | Director / Officer | F-InKind | D | Common Stock | 15,731 | 15.12 | 237.9K | 804,872 | D | ↗ |
| 2025-12-15 | Brown Kyle Steven | Director / Officer | F-InKind | D | Common Stock | 16,187 | 15.12 | 244.7K | 285,700 | D | ↗ |
| 2025-12-12 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 500 | 15.15 | 7.6K | 37,444 | D | ↗ |
| 2025-11-19 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 1,000 | 14.43 | 14.4K | 36,944 | D | ↗ |
| 2025-11-18 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 500 | 14.45 | 7.2K | 35,944 | D | ↗ |
| 2025-11-18 | Brown Steve Louis | Director / Officer | P-Purchase | A | Common Stock | 2,137 | 14.52 | 31.0K | 820,603 | D | ↗ |
| 2025-11-07 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 2,000 | 14.44 | 28.9K | 38,779 | D | ↗ |
| 2025-11-07 | Brown Steve Louis | Director / Officer | P-Purchase | A | Common Stock | 4,500 | 14.42 | 64.9K | 818,466 | D | ↗ |
| 2025-11-07 | Brown Kyle Steven | Director / Officer | P-Purchase | A | Common Stock | 6,920 | 14.44 | 99.9K | 997,033 | D | ↗ |
| 2025-09-15 | Testa Michael | Officer | F-InKind | D | Common Stock | 1,789 | 16.02 | 28.7K | 98,040 | D | ↗ |
| 2025-09-15 | Stanton Sarah | Officer | F-InKind | D | Common Stock | 2,537 | 16.02 | 40.6K | 140,806 | D | ↗ |
| 2025-09-15 | Kundich Ronald | Officer | F-InKind | D | Common Stock | 4,037 | 16.02 | 64.7K | 213,146 | D | ↗ |
| 2025-09-15 | Harder Gerald | Officer | F-InKind | D | Common Stock | 4,579 | 16.02 | 73.4K | 296,124 | D | ↗ |
| 2025-09-15 | Brown Steve Louis | Director / Officer | F-InKind | D | Common Stock | 15,731 | 16.02 | 252.0K | 813,966 | D | ↗ |
| 2025-09-15 | Brown Kyle Steven | Director / Officer | F-InKind | D | Common Stock | 16,187 | 16.02 | 259.3K | 990,113 | D | ↗ |
| 2025-09-12 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 1,000 | 16.08 | 16.1K | 36,779 | D | ↗ |
| 2025-09-11 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 1,000 | 16.05 | 16.1K | 35,779 | D | ↗ |
| 2025-09-10 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 1,000 | 16.14 | 16.1K | 33,779 | D | ↗ |
| 2025-09-03 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 1,000 | 16.15 | 16.1K | 32,779 | D | ↗ |
| 2025-08-27 | Estes Ronald E. | Director | G-Gift | D | Common Stock | 2,000 | 0.00 | — | 6,837 | I | ↗ |
| 2025-08-08 | Brown Kyle Steven | Director / Officer | P-Purchase | A | Common Stock | 3,200 | 15.78 | 50.5K | 1,006,300 | D | ↗ |
| 2025-06-13 | Testa Michael | Officer | F-InKind | D | Common Stock | 1,788 | 14.45 | 25.8K | 99,829 | D | ↗ |
| 2025-06-13 | Stanton Sarah | Officer | F-InKind | D | Common Stock | 1,627 | 14.45 | 23.5K | 143,343 | D | ↗ |
| 2025-06-13 | Kundich Ronald | Officer | F-InKind | D | Common Stock | 3,393 | 14.45 | 49.0K | 217,183 | D | ↗ |
| 2025-06-13 | Harder Gerald | Officer | F-InKind | D | Common Stock | 4,578 | 14.45 | 66.2K | 300,703 | D | ↗ |
| 2025-06-13 | Brown Steve Louis | Director / Officer | F-InKind | D | Common Stock | 15,731 | 14.45 | 227.3K | 829,697 | D | ↗ |
| 2025-06-13 | Brown Kyle Steven | Director / Officer | F-InKind | D | Common Stock | 16,185 | 14.45 | 233.9K | 1,003,100 | D | ↗ |
| 2025-06-12 | Zacharia Michael | Director | A-Award | A | Common Stock | 3,443 | 0.00 | — | 25,545 | D | ↗ |
| 2025-06-12 | Lockridge Irma | Director | A-Award | A | Common Stock | 3,443 | 0.00 | — | 20,126 | D | ↗ |
| 2025-06-12 | HAMADA RICHARD P | Director | A-Award | A | Common Stock | 3,443 | 0.00 | — | 97,178 | D | ↗ |
| 2025-06-12 | Estes Ronald E. | Director | A-Award | A | Common Stock | 3,443 | 0.00 | — | 31,779 | D | ↗ |
| 2025-06-11 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 700 | 14.60 | 10.2K | 27,336 | D | ↗ |
| 2025-06-05 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 1,000 | 14.35 | 14.3K | 26,636 | D | ↗ |
| 2025-05-19 | HAMADA RICHARD P | Director | S-Sale | D | Common Stock | 26 | 14.90 | 387.40 | 97,044 | D | ↗ |
| 2025-05-09 | Brown Kyle Steven | Director / Officer | P-Purchase | A | Common Stock | 3,513 | 14.22 | 50.0K | 55,332 | I | ↗ |
| 2025-03-14 | Testa Michael | Officer | F-InKind | D | Common Stock | 4,971 | 15.83 | 78.7K | 101,617 | D | ↗ |
| 2025-03-14 | Stanton Sarah | Officer | A-Award | A | Employee Stock Option (right to buy) | 300,000 | 15.83 | 4.75M | 300,000 | D | ↗ |
| 2025-03-14 | Kundich Ronald | Officer | F-InKind | D | Common Stock | 5,548 | 15.83 | 87.8K | 220,576 | D | ↗ |
| 2025-03-14 | Harder Gerald | Officer | A-Award | A | Employee Stock Option (right to buy) | 300,000 | 15.83 | 4.75M | 300,000 | D | ↗ |
| 2025-03-14 | Brown Steve Louis | Director / Officer | F-InKind | D | Common Stock | 28,455 | 15.83 | 450.4K | 845,428 | D | ↗ |
| 2025-03-14 | Brown Kyle Steven | Director / Officer | A-Award | A | Employee Stock Option (right to buy) | 300,000 | 15.83 | 4.75M | 300,000 | D | ↗ |
| 2024-12-31 | Estes Ronald E. | Director | — | — | Common Stock | 0 | 0.00 | — | 8,837 | I | ↗ |
| 2024-12-20 | Testa Michael | Officer | A-Award | D | Common Stock | 41,379 | 0.00 | — | 106,588 | D | ↗ |
| 2024-12-20 | Stanton Sarah | Officer | A-Award | D | Common Stock | 46,897 | 0.00 | — | 148,910 | D | ↗ |
| 2024-12-20 | Kundich Ronald | Officer | A-Award | D | Common Stock | 41,379 | 0.00 | — | 226,124 | D | ↗ |
| 2024-12-20 | Harder Gerald | Officer | A-Award | A | Common Stock | 60,690 | 0.00 | — | 292,892 | D | ↗ |
| 2024-12-20 | Brown Steve Louis | Director / Officer | A-Award | D | Common Stock | 137,838 | 0.00 | — | 848,530 | D | ↗ |
| 2024-12-20 | Brown Kyle Steven | Director / Officer | A-Award | D | Common Stock | 97,297 | 0.00 | — | 1,051,243 | D | ↗ |
| 2024-12-13 | Testa Michael | Officer | F-InKind | D | Common Stock | 728 | 14.60 | 10.6K | 65,209 | D | ↗ |
| 2024-12-13 | Stanton Sarah | Officer | F-InKind | D | Common Stock | 856 | 14.60 | 12.5K | 102,013 | D | ↗ |
| 2024-12-13 | Kundich Ronald | Officer | F-InKind | D | Common Stock | 2,745 | 14.60 | 40.1K | 184,745 | D | ↗ |
| 2024-12-13 | Harder Gerald | Officer | F-InKind | D | Common Stock | 3,024 | 14.60 | 44.2K | 232,202 | D | ↗ |
| 2024-12-13 | Brown Steve Louis | Director / Officer | F-InKind | D | Common Stock | 11,490 | 14.60 | 167.8K | 710,692 | D | ↗ |
| 2024-12-13 | Brown Kyle Steven | Director / Officer | F-InKind | D | Common Stock | 10,886 | 14.60 | 158.9K | 953,946 | D | ↗ |
| 2024-12-10 | Zacharia Michael | Director | P-Purchase | A | Common Stock | 4,210 | 14.34 | 60.4K | 22,102 | D | ↗ |
| 2024-11-26 | Harder Gerald | Officer | G-Gift | D | Common Stock | 2,000 | 0.00 | — | 235,226 | D | ↗ |
| 2024-11-04 | Zacharia Michael | Director | P-Purchase | A | Common Stock | 200 | 13.15 | 2.6K | 16,542 | D | ↗ |
| 2024-11-04 | Brown Steve Louis | Director / Officer | P-Purchase | A | Common Stock | 15,600 | 13.08 | 204.0K | 722,182 | D | ↗ |
| 2024-11-01 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 500 | 13.60 | 6.8K | 24,336 | D | ↗ |
| 2024-11-01 | Brown Kyle Steven | Director / Officer | P-Purchase | A | Common Stock | 1,910 | 13.39 | 25.6K | 963,177 | D | ↗ |
| 2024-09-13 | Testa Michael | Officer | F-InKind | D | Common Stock | 728 | 13.98 | 10.2K | 65,937 | — | ↗ |
| 2024-09-13 | Stanton Sarah | Officer | F-InKind | D | Common Stock | 1,162 | 13.98 | 16.2K | 102,869 | — | ↗ |
| 2024-09-13 | Kundich Ronald | Officer | F-InKind | D | Common Stock | 3,705 | 13.98 | 51.8K | 187,490 | — | ↗ |
| 2024-09-13 | Harder Gerald | Officer | F-InKind | D | Common Stock | 4,610 | 13.98 | 64.4K | 237,226 | — | ↗ |
| 2024-09-13 | Brown Steve Louis | Director / Officer | F-InKind | D | Common Stock | 18,632 | 13.98 | 260.5K | 702,832 | — | ↗ |
| 2024-09-13 | Brown Kyle Steven | Director / Officer | F-InKind | D | Common Stock | 18,028 | 13.98 | 252.0K | 957,270 | — | ↗ |
| 2024-08-26 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 500 | 13.95 | 7.0K | 23,836 | — | ↗ |
| 2024-08-22 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 597 | 14.10 | 8.4K | 29,238 | — | ↗ |
| 2024-08-20 | Estes Ronald E. | Director | G-Gift | D | Common Stock | 2,000 | 0.00 | — | 28,641 | — | ↗ |
| 2024-08-13 | Brown Kyle Steven | Director / Officer | P-Purchase | A | Common Stock | 3,500 | 14.16 | 49.5K | 975,298 | — | ↗ |
| 2024-06-14 | Testa Michael | Officer | F-InKind | D | Common Stock | 729 | 14.82 | 10.8K | 66,665 | — | ↗ |
| 2024-06-14 | Stanton Sarah | Officer | F-InKind | D | Common Stock | 1,162 | 14.82 | 17.2K | 104,031 | — | ↗ |
| 2024-06-14 | Kundich Ronald | Officer | F-InKind | D | Common Stock | 3,265 | 14.82 | 48.4K | 191,195 | — | ↗ |
| 2024-06-14 | Harder Gerald | Officer | F-InKind | D | Common Stock | 4,609 | 14.82 | 68.3K | 241,836 | — | ↗ |
| 2024-06-14 | Brown Steve Louis | Director / Officer | F-InKind | D | Common Stock | 18,632 | 14.82 | 276.1K | 721,464 | — | ↗ |
| 2024-06-14 | Brown Kyle Steven | Director / Officer | F-InKind | D | Common Stock | 18,026 | 14.82 | 267.1K | 971,798 | — | ↗ |
| 2024-06-12 | Zacharia Michael | Director | A-Award | A | Common Stock | 3,335 | 0.00 | — | 15,752 | — | ↗ |
| 2024-06-12 | Lockridge Irma | Director | A-Award | A | Common Stock | 3,335 | 0.00 | — | 16,683 | — | ↗ |
| 2024-06-12 | HAMADA RICHARD P | Director | A-Award | A | Common Stock | 3,335 | 0.00 | — | 97,070 | — | ↗ |
| 2024-06-12 | Estes Ronald E. | Director | A-Award | A | Common Stock | 3,335 | 0.00 | — | 30,641 | — | ↗ |
| 2024-03-15 | Testa Michael | Officer | F-InKind | D | Common Stock | 2,109 | 14.80 | 31.2K | 26,853 | — | ↗ |
| 2024-03-15 | Stanton Sarah | Officer | A-Award | A | Common Stock | 45,946 | 0.00 | — | 105,193 | — | ↗ |
| 2024-03-15 | Kundich Ronald | Officer | F-InKind | D | Common Stock | 6,049 | 14.80 | 89.5K | 153,919 | — | ↗ |
| 2024-03-15 | Harder Gerald | Officer | F-InKind | D | Common Stock | 5,867 | 14.80 | 86.8K | 186,986 | — | ↗ |
| 2024-03-15 | Brown Steve Louis | Director / Officer | F-InKind | D | Common Stock | 35,868 | 14.80 | 530.8K | 577,934 | — | ↗ |
| 2024-03-15 | Brown Kyle Steven | Director / Officer | F-InKind | D | Common Stock | 34,356 | 14.80 | 508.5K | 787,121 | — | ↗ |
| 2024-03-14 | Brown Kyle Steven | Director / Officer | P-Purchase | A | Common Stock | 3,354 | 14.91 | 50.0K | 821,477 | — | ↗ |
| 2024-03-12 | HAMADA RICHARD P | Director | G-Gift | A | Common Stock | 83,661 | 0.00 | — | 93,735 | — | ↗ |
| 2024-01-05 | Testa Michael | Officer | — | D | Common Stock | 0 | 0.00 | — | 28,962 | — | ↗ |
| 2023-12-15 | Stanton Sarah | Officer | F-InKind | D | Common Stock | 596 | 15.22 | 9.1K | 62,109 | — | ↗ |
| 2023-12-15 | Lund David Michael | Officer | F-InKind | D | Common Stock | 6,591 | 15.22 | 100.3K | 98,646 | — | ↗ |
| 2023-12-15 | Kundich Ronald | Officer | F-InKind | D | Common Stock | 3,035 | 15.22 | 46.2K | 159,968 | — | ↗ |
| 2023-12-15 | Harder Gerald | Officer | F-InKind | D | Common Stock | 3,097 | 15.22 | 47.1K | 192,853 | — | ↗ |
| 2023-12-15 | Brown Steve Louis | Director / Officer | F-InKind | D | Common Stock | 12,887 | 15.22 | 196.1K | 613,802 | — | ↗ |
| 2023-12-15 | Brown Kyle Steven | Director / Officer | F-InKind | D | Common Stock | 12,585 | 15.22 | 191.5K | 818,123 | — | ↗ |
| 2023-11-07 | Brown Kyle Steven | Director / Officer | P-Purchase | A | TRIN | 2,786 | 14.36 | 40.0K | 830,708 | — | ↗ |
| 2023-09-15 | Stanton Sarah | Officer | F-InKind | D | Common Stock | 595 | 14.78 | 8.8K | 62,705 | — | ↗ |
| 2023-09-15 | Lund David Michael | Officer | F-InKind | D | Common Stock | 6,198 | 14.78 | 91.6K | 105,237 | — | ↗ |
| 2023-09-15 | Kundich Ronald | Officer | F-InKind | D | Common Stock | 2,117 | 14.78 | 31.3K | 163,003 | — | ↗ |
| 2023-09-15 | Harder Gerald | Officer | F-InKind | D | Common Stock | 1,988 | 14.78 | 29.4K | 195,950 | — | ↗ |
| 2023-09-15 | Brown Steve Louis | Director / Officer | F-InKind | D | Common Stock | 12,887 | 14.78 | 190.5K | 626,689 | — | ↗ |
| 2023-09-15 | Brown Kyle Steven | Director / Officer | F-InKind | D | Common Stock | 12,585 | 14.78 | 186.0K | 827,922 | — | ↗ |
| 2023-08-04 | Brown Kyle Steven | Director / Officer | P-Purchase | A | Common Stock | 3,531 | 14.16 | 50.0K | 51,819 | — | ↗ |
| 2023-06-14 | Zacharia Michael | Director | A-Award | A | Common Stock | 3,799 | 0.00 | — | 12,417 | — | ↗ |
| 2023-06-14 | Lockridge Irma | Director | A-Award | A | Common Stock | 3,799 | 0.00 | — | 13,348 | — | ↗ |
| 2023-06-14 | HAMADA RICHARD P | Director | A-Award | A | Common Stock | 3,799 | 0.00 | — | 10,074 | — | ↗ |
| 2023-06-14 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 500 | 13.25 | 6.6K | 23,507 | — | ↗ |
| 2023-06-13 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 365 | 13.35 | 4.9K | 23,007 | — | ↗ |
| 2023-05-11 | Brown Steve Louis | Director / Officer | P-Purchase | A | Common Stock | 3,700 | 11.55 | 42.7K | 639,576 | — | ↗ |
| 2023-05-11 | Brown Kyle Steven | Director / Officer | P-Purchase | A | Common Stock | 2,148 | 11.61 | 24.9K | 48,288 | — | ↗ |
| 2023-03-15 | Stanton Sarah | Officer | F-InKind | D | Common Stock | 1,468 | 12.85 | 18.9K | 29,526 | — | ↗ |
| 2023-03-15 | Lund David Michael | Officer | A-Award | A | Common Stock | 48,560 | 0.00 | — | 111,435 | — | ↗ |
| 2023-03-15 | Kundich Ronald | Officer | F-InKind | D | Common Stock | 4,927 | 12.85 | 63.3K | 121,777 | — | ↗ |
| 2023-03-15 | Harder Gerald | Officer | A-Award | A | Common Stock | 57,803 | 0.00 | — | 197,938 | — | ↗ |
| 2023-03-15 | Brown Steve Louis | Director / Officer | F-InKind | D | Common Stock | 30,123 | 12.85 | 387.1K | 416,223 | — | ↗ |
| 2023-03-15 | Brown Kyle Steven | Director / Officer | F-InKind | D | Common Stock | 28,721 | 12.85 | 369.1K | 632,415 | — | ↗ |
| 2023-03-09 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 263 | 13.50 | 3.6K | 22,642 | — | ↗ |
| 2023-03-09 | Brown Kyle Steven | Director / Officer | P-Purchase | A | Common Stock | 3,646 | 13.71 | 50.0K | 46,140 | — | ↗ |
| 2022-12-31 | Lund David Michael | Officer | — | I | Common Stock | 0 | 0.00 | — | 3,500 | — | ↗ |
| 2022-12-31 | Lockridge Irma | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-12-31 | Harder Gerald | Officer | — | D | Common Stock | 0 | 0.00 | — | 145,052 | — | ↗ |
| 2022-12-31 | Estes Ronald E. | Director | — | D | Common Stock | 0 | 0.00 | — | 22,379 | — | ↗ |
| 2022-12-12 | Kundich Ronald | Officer | P-Purchase | A | Common Stock | 300 | 10.46 | 3.1K | 126,704 | — | ↗ |
| 2022-12-09 | Lund David Michael | Officer | P-Purchase | A | Common Stock | 2,700 | 10.48 | 28.3K | 6,200 | — | ↗ |
| 2022-12-08 | Harder Gerald | Officer | P-Purchase | A | Common Stock | 10,000 | 10.53 | 105.3K | 11,000 | — | ↗ |
| 2022-12-08 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 225 | 10.50 | 2.4K | 20,488 | — | ↗ |
| 2022-12-08 | Brown Steve Louis | Officer | P-Purchase | A | Common Stock | 6,800 | 10.52 | 71.5K | 446,346 | — | ↗ |
| 2022-12-08 | Brown Kyle Steven | Officer | P-Purchase | A | Common Stock | 23,000 | 10.38 | 238.7K | 42,494 | — | ↗ |
| 2022-08-18 | Brown Kyle Steven | Officer | P-Purchase | A | Common Stock | 3,257 | 15.33 | 49.9K | 19,494 | — | ↗ |
| 2022-08-09 | Brown Steve Louis | Officer | P-Purchase | A | Common Stock | 24,835 | 15.75 | 391.2K | 439,546 | — | ↗ |
| 2022-08-08 | Brown Kyle Steven | Officer | P-Purchase | A | Common Stock | 6,060 | 15.76 | 95.5K | 16,237 | — | ↗ |
| 2022-06-15 | Zacharia Michael | Director | A-Award | A | Common Stock | 3,385 | 0.00 | — | 8,618 | — | ↗ |
| 2022-06-15 | Lockridge Irma | Director | A-Award | A | Common Stock | 3,385 | 0.00 | — | 6,275 | — | ↗ |
| 2022-06-15 | HAMADA RICHARD P | Director | A-Award | A | Common Stock | 3,385 | 0.00 | — | 6,275 | — | ↗ |
| 2022-06-15 | Estes Ronald E. | Director | A-Award | A | Common Stock | 3,385 | 0.00 | — | 20,263 | — | ↗ |
| 2022-05-25 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 300 | 15.49 | 4.6K | 16,878 | — | ↗ |
| 2022-05-24 | HAMADA RICHARD P | Director | P-Purchase | A | Common Stock | 5,058 | 15.00 | 75.9K | 83,661 | — | ↗ |
| 2022-05-20 | Brown Kyle Steven | Officer | P-Purchase | A | Common Stock | 3,377 | 14.80 | 50.0K | 10,177 | — | ↗ |
| 2022-05-12 | Zacharia Michael | Director | P-Purchase | A | Common Stock | 3,900 | 15.02 | 58.6K | 20,340 | — | ↗ |
| 2022-05-12 | Lund David Michael | Officer | P-Purchase | A | Common Stock | 3,200 | 15.29 | 48.9K | 68,253 | — | ↗ |
| 2022-05-12 | Harder Gerald | Officer | P-Purchase | A | Common Stock | 1,000 | 15.57 | 15.6K | 1,000 | — | ↗ |
| 2022-05-12 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 645 | 15.48 | 10.0K | 16,578 | — | ↗ |
| 2022-05-12 | Brown Kyle Steven | Officer | P-Purchase | A | Common Stock | 4,519 | 15.49 | 70.0K | 658,505 | — | ↗ |
| 2022-03-23 | Zacharia Michael | Director | P-Purchase | A | Common Stock | 1,000 | 18.97 | 19.0K | 5,233 | — | ↗ |
| 2022-03-23 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 325 | 18.75 | 6.1K | 12,718 | — | ↗ |
| 2022-03-18 | Zacharia Michael | Director | P-Purchase | A | Common Stock | 1,200 | 18.36 | 22.0K | 4,233 | — | ↗ |
| 2022-03-18 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 600 | 18.14 | 10.9K | 12,393 | — | ↗ |
| 2022-03-18 | Brown Steve Louis | Officer | P-Purchase | A | Common Stock | 1,550 | 18.27 | 28.3K | 523,010 | — | ↗ |
| 2022-03-15 | Stanton Sarah | Officer | A-Award | A | Common Stock | 17,341 | 0.00 | — | 30,994 | — | ↗ |
| 2022-03-15 | Lund David Michael | Officer | A-Award | A | Common Stock | 57,803 | 0.00 | — | 65,053 | — | ↗ |
| 2022-03-15 | Lockridge Irma | Director | A-Award | A | Common Stock | 2,890 | 0.00 | — | 2,890 | — | ↗ |
| 2022-03-15 | Kundich Ronald | Officer | A-Award | A | Common Stock | 43,353 | 0.00 | — | 126,404 | — | ↗ |
| 2022-03-15 | Harder Gerald | Officer | A-Award | A | Common Stock | 57,803 | 0.00 | — | 145,052 | — | ↗ |
| 2022-03-15 | HAMADA RICHARD P | Director | A-Award | A | Common Stock | 2,890 | 0.00 | — | 2,890 | — | ↗ |
| 2022-03-15 | Brown Steve Louis | Officer | A-Award | A | Common Stock | 219,653 | 0.00 | — | 431,777 | — | ↗ |
| 2022-03-15 | Brown Kyle Steven | Officer | A-Award | A | Common Stock | 208,092 | 0.00 | — | 650,523 | — | ↗ |
| 2021-12-07 | Lockridge Irma | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-12-07 | HAMADA RICHARD P | Director | — | I | Common Stock | 0 | 0.00 | — | 78,603 | — | ↗ |
| 2021-11-15 | Zacharia Michael | Director | P-Purchase | A | Common Stock | 1,440 | 17.32 | 24.9K | 16,440 | — | ↗ |
| 2021-11-12 | Zacharia Michael | Director | P-Purchase | A | Common Stock | 1,500 | 17.29 | 25.9K | 15,000 | — | ↗ |
| 2021-09-15 | Zito Edmund G. | Director | A-Award | A | Common Stock | 3,033 | 0.00 | — | 58,200 | — | ↗ |
| 2021-09-15 | Zacharia Michael | Director | A-Award | A | Common Stock | 3,033 | 0.00 | — | 11,793 | — | ↗ |
| 2021-09-15 | Ward Richard R. | Director | A-Award | A | Common Stock | 3,033 | 0.00 | — | 25,533 | — | ↗ |
| 2021-09-15 | Stanton Sarah | Officer | A-Award | A | Common Stock | 13,652 | 0.00 | — | 13,652 | — | ↗ |
| 2021-09-15 | Kundich Ronald | Officer | A-Award | A | Common Stock | 40,958 | 0.00 | — | 83,051 | — | ↗ |
| 2021-09-15 | Harder Gerald | Officer | A-Award | A | Common Stock | 45,509 | 0.00 | — | 87,249 | — | ↗ |
| 2021-09-15 | Estes Ronald E. | Director | A-Award | A | Common Stock | 3,033 | 0.00 | — | 11,793 | — | ↗ |
| 2021-09-15 | Brown Steve Louis | Director / Officer | A-Award | A | Common Stock | 204,793 | 0.00 | — | 717,525 | — | ↗ |
| 2021-09-15 | Brown Kyle Steven | Director / Officer | A-Award | A | Common Stock | 204,793 | 0.00 | — | 442,431 | — | ↗ |
| 2021-08-31 | Harder Gerald | Officer | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 41,740 | — | ↗ |
| 2021-08-23 | Lund David Michael | Officer | P-Purchase | A | Common Stock | 3,500 | 14.99 | 52.5K | 3,500 | — | ↗ |
| 2021-08-11 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 60 | 15.15 | 909.00 | 8,760 | — | ↗ |
| 2021-06-01 | Brown Steve Louis | Director / Officer | P-Purchase | A | Common Stock | 382 | 14.51 | 5.5K | 512,732 | — | ↗ |
| 2021-05-28 | Zito Edmund G. | Director | P-Purchase | A | Common Stock | 5,000 | 14.50 | 72.5K | 55,167 | — | ↗ |
| 2021-05-28 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 200 | 14.40 | 2.9K | 8,700 | — | ↗ |
| 2021-03-15 | Zito Edmund G. | Director | P-Purchase | A | Common Stock | 16,000 | 14.62 | 233.9K | 30,515 | — | ↗ |
| 2021-03-11 | Zacharia Michael | Director | P-Purchase | A | Common Stock | 2,000 | 15.08 | 30.2K | 13,500 | — | ↗ |
| 2021-03-10 | Zacharia Michael | Director | P-Purchase | A | Common Stock | 4,200 | 15.52 | 65.2K | 11,500 | — | ↗ |
| 2021-03-10 | Estes Ronald E. | Director | P-Purchase | A | Common Stock | 1,500 | 15.50 | 23.3K | 8,500 | — | ↗ |
| 2021-01-29 | Zacharia Michael | Director | P-Purchase | A | Common Stock | 7,300 | 14.00 | 102.2K | 7,300 | — | ↗ |
| 2021-01-29 | Ward Richard R. | Director | P-Purchase | A | Common Stock | 22,500 | 14.00 | 315.0K | 22,500 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | Kyle Brown Chief Executive Officer, President and Chief Investment Officer, and Director | 733.3K | 1.82M | 4.41M | — | — | 13.8K | 6.97M | 63.26% | ↗ |
| 2 | 2024 | Steven L. Brown Executive Chairman and Director | 666.7K | 1.05M | 4.40M | — | — | 13.8K | 6.12M | 71.83% | ↗ |
| 3 | 2024 | Gerald Harder Chief Operating Officer | 625.0K | 715.0K | 1.76M | — | — | 13.8K | 3.11M | 56.52% | ↗ |
| 4 | 2023 | Steven L. Brown Chairman and Chief Executive Officer | 750.0K | 1.59M | 2.82M | — | — | 13.2K | 5.17M | 54.56% | ↗ |
| 5 | 2023 | Steven L. Brown Executive Chairman and Director | 750.0K | 1.59M | 2.82M | — | — | 13.2K | 5.17M | 54.56% | ↗ |
| 6 | 2023 | Kyle Brown Director, President and Chief Investment Officer | 650.0K | 1.34M | 2.67M | — | — | 13.2K | 4.68M | 57.13% | ↗ |
| 7 | 2023 | Kyle Brown Chief Executive Officer, President and Chief Investment Officer, and Director | 650.0K | 1.34M | 2.67M | — | — | 13.2K | 4.68M | 57.13% | ↗ |
| 8 | 2023 | Gerald Harder Chief Operating Officer | 500.0K | 792.8K | 742.8K | — | — | 13.2K | 2.05M | 36.25% | ↗ |
| 9 | 2022 | Steven L. Brown Chairman and Chief Executive Officer | 750.0K | 1.48M | 3.80M | — | — | — | 6.03M | 62.98% | ↗ |
| 10 | 2022 | Steven L. Brown Executive Chairman and Director | 750.0K | 1.48M | 3.80M | — | — | — | 6.03M | 62.98% | ↗ |
| 11 | 2022 | Kyle Brown Director, President and Chief Investment Officer | 650.0K | 1.26M | 3.60M | — | — | 20.5K | 5.53M | 65.15% | ↗ |
| 12 | 2022 | Kyle Brown Chief Executive Officer, President and Chief Investment Officer, and Director | 650.0K | 1.26M | 3.60M | — | — | 20.5K | 5.53M | 65.15% | ↗ |
| 13 | 2022 | Gerald Harder Chief Operating Officer | 500.0K | 732.2K | 1,000.0K | — | — | 27.0K | 2.26M | 44.26% | ↗ |
| 14 | 2021 | Steven L. Brown Chairman and Chief Executive Officer | 666.3K | 1.00M | 3.37M | — | — | — | 5.04M | 66.93% | ↗ |
| 15 | 2021 | Kyle Brown Director, President and Chief Investment Officer | 563.8K | 768.8K | 3.37M | — | — | — | 4.71M | 71.69% | ↗ |
| 16 | 2021 | Gerald Harder Chief Operating Officer | 461.3K | 397.5K | 750.0K | — | — | — | 1.61M | 46.62% | ↗ |
| 17 | 2020 | Steven L. Brown Chairman and Chief Executive Officer | 622.9K | — | — | — | 911.3K | — | 1.53M | 0.00% | ↗ |
| 18 | 2020 | Kyle Brown Director, President and Chief Investment Officer | 527.1K | — | — | — | 718.8K | — | 1.25M | 0.00% | ↗ |
| 19 | 2020 | Gerald Harder Senior Vice President – Chief Credit Officer | 431.3K | — | — | — | 377.5K | — | 808.8K | 0.00% | ↗ |
| 20 | 2020 | Gerald Harder Chief Operating Officer | 431.3K | — | — | — | 377.5K | — | 808.8K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Kyle Steven Brown | Chief Executive Officer, President, Chief Investment Officer & Director | 3M | male |
| Gerald Harder | Chief Operating Officer | 1M | male |
| Steven Louis Brown | Founder & Executive Chairman | 1M | male |
| Kevin Zeidan | Managing Director of Tech Lending | — | male |
| Lindsay Watson | Chief Vibes Officer | — | female |
| Michael Testa | Chief Financial Officer & Treasurer | — | male |
| Nader Maghsoudnia | Senior Managing Director of Portfolio & Credit | — | male |
| Ben Malcolmson | Head of Investor Relations | — | male |
| Rachel Bloomer | Director of Human Resources | — | female |
| Richard Nelson | Senior Technology Director | — | male |
| Robert C. Lake | Senior Managing Director of Life Sciences | — | male |
| Ronald Kundich | Chief Credit Officer | — | male |
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Community Opinion for TRIN
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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