Tradeweb Markets Inc. (TW)
New York City, NY, US
Tradeweb Markets Inc. is a global provider that develops and manages sophisticated electronic trading platforms across the Americas, Europe, the Middle East, Africa, and Asia Pacific. These digital venues facilitate transactions in a diverse array of financial instruments, including fixed income (rates and credit), money market products, and equities. The company offers a comprehensive range of services, encompassing pre-trade analytics and data, efficient trade execution, and streamlined processing. It also delivers valuable post-trade data insights, analytical tools, and detailed reporting solutions. Tradeweb caters to a broad spectrum of market participants. It provides flexible order management and trading systems for institutional investors, operating in 45 distinct financial markets and supporting 25 different currencies. Through its Dealerweb platform, it offers a mix of electronic, voice, and hybrid trading solutions to roughly 300 dealers and financial institutions. Furthermore, the Tradeweb Direct platform is specifically designed to serve financial advisory firms and individual traders. With a substantial client network of approximately 2,500 entities, Tradeweb serves the institutional, wholesale, and retail sectors. Its extensive client base includes asset managers, hedge funds, insurance providers, central banks, commercial banks, securities dealers, proprietary trading firms, retail brokerage houses, financial advisory practices, and regional dealers. Tradeweb Markets Inc. was established in 1996, with its corporate headquarters located in New York, New York. The company operates as a subsidiary of Refinitiv Parent Limited.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.04% | +1.32% | -9.47% | -5.23% | +0.02% | +2.23% | -22.33% | +51.02% | +38.10% | +207.01% | +207.01% |
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 | 3 | 0 |
| Buy | 3 | -1 |
| Hold | 9 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 2 |
134.00
+34.0%
|
| Last Quarter | 5 |
136.00
+36.0%
|
| Last Year | 32 |
142.78
+42.7%
|
| All Time | 48 |
135.19
+35.2%
|
-
Revenue growth Financial - Capital Markets: +19.7%+18.9% Q1'26: +21.2% (vs Q1'25)
-
EPS growth Financial - Capital Markets: +35.3%+61.5% ★ Q1'26: +39.1% (vs Q1'25)
-
FCF margin FCF growth · Financial - Capital Markets: +29.5%+59.2% ★ Q1'26: +15.3% (vs Q1'25)
-
EBIT margin Financial - Capital Markets: +33.5%+57.3% ★ Q1'26: +49.1% (vs Q1'25)
-
ROIC Financial - Capital Markets: +4.0%+17.2% ★ Q1'26: +16.9% (vs Q1'25)
-
Share dilution Financial - Capital Markets: +0.0%0.0% ★ Q1'26: -0.7% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Financial - Capital Markets: -0.30×0.20× ★ Q1'26: 0.10× (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 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 12 Rev. Ana. 10 EPS Ana. |
Dec 2027 13 Rev. Ana. 10 EPS Ana. |
Dec 2028 8 Rev. Ana. 2 EPS Ana. |
Dec 2029 7 Rev. Ana. 1 EPS Ana. |
Dec 2030 7 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
775.57M
est: 774.93M (+0.1%)
|
892.66M
est: 888.91M (+0.4%)
|
1.08B
est: 1.08B (+0.1%)
|
1.19B
est: 1.20B (-0.8%)
|
1.34B
est: 1.51B (-11.4%)
|
1.73B
est: 1.73B (+0.0%)
|
2.05B
est: 2.05B (-0.1%)
|
2.35B
2.31B – 2.45B
+14.6% YoY
|
2.61B
2.51B – 2.70B
+11.0% YoY
|
2.89B
2.88B – 2.90B
+10.5% YoY
|
3.27B
3.18B – 3.38B
+13.2% YoY
|
3.67B
3.57B – 3.79B
+12.2% YoY
|
| EBITDA |
362.28M
est: 299.09M (+21.1%)
|
428.57M
est: 364.82M (+17.5%)
|
542.88M
est: 492.03M (+10.3%)
|
617.82M
est: 550.46M (+12.2%)
|
681.10M
est: 844.59M (-19.4%)
|
978.68M
est: 964.91M (+1.4%)
|
1.43B
est: 1.15B (+24.3%)
|
1.32B
1.29B – 1.37B
+14.6% YoY
|
1.46B
1.40B – 1.51B
+11.0% YoY
|
1.61B
1.61B – 1.62B
+10.5% YoY
|
1.83B
1.78B – 1.89B
+13.2% YoY
|
2.05B
2.00B – 2.12B
+12.2% YoY
|
| EBIT |
222.95M
est: 178.19M (+25.1%)
|
274.78M
est: 254.98M (+7.8%)
|
371.57M
est: 356.49M (+4.2%)
|
438.94M
est: 400.43M (+9.6%)
|
495.75M
est: 633.85M (-21.8%)
|
758.68M
est: 724.15M (+4.8%)
|
1.18B
est: 861.89M (+36.6%)
|
987.39M
970.51M – 1.03B
+14.6% YoY
|
1.10B
1.05B – 1.13B
+11.0% YoY
|
1.21B
1.21B – 1.22B
+10.5% YoY
|
1.37B
1.34B – 1.42B
+13.2% YoY
|
1.54B
1.50B – 1.59B
+12.2% YoY
|
| Net Income |
83.77M
est: 119.06M (-29.6%)
|
166.30M
est: 161.46M (+3.0%)
|
226.83M
est: 225.21M (+0.7%)
|
309.34M
est: 259.52M (+19.2%)
|
364.87M
est: 432.90M (-15.7%)
|
501.51M
est: 623.50M (-19.6%)
|
812.79M
est: 740.87M (+9.7%)
|
807.93M
721.21M – 921.06M
+9.1% YoY
|
931.37M
799.36M – 1.10B
+15.3% YoY
|
1.11B
1.08B – 1.14B
+19.2% YoY
|
1.30B
1.26B – 1.36B
+17.2% YoY
|
1.69B
1.63B – 1.76B
+29.6% YoY
|
| SGA |
116.96M
est: 109.63M (+6.7%)
|
125.86M
est: 122.07M (+3.1%)
|
139.05M
est: 138.33M (+0.5%)
|
164.91M
est: 157.63M (+4.6%)
|
562.05M
est: 292.61M (+92.1%)
|
235.23M
est: 334.29M (-29.6%)
|
296.07M
est: 397.87M (-25.6%)
|
455.81M
448.02M – 475.29M
+14.6% YoY
|
506.16M
486.69M – 523.68M
+11.0% YoY
|
559.33M
557.62M – 561.03M
+10.5% YoY
|
633.14M
616.61M – 654.14M
+13.2% YoY
|
710.26M
691.72M – 733.82M
+12.2% YoY
|
| EPS |
1.17
est: 1.00 (+16.7%)
|
0.92
est: 1.30 (-29.5%)
|
1.13
est: 1.63 (-30.8%)
|
1.50
est: 1.86 (-19.5%)
|
1.73
est: 2.04 (-15.1%)
|
2.36
est: 2.90 (-18.7%)
|
3.81
est: 3.44 (+10.7%)
|
4.04
3.36 – 4.29
+17.5% YoY
|
4.57
3.72 – 5.14
+12.9% YoY
|
5.17
5.04 – 5.29
+13.2% YoY
|
6.06
5.85 – 6.32
+17.2% YoY
|
7.85
7.58 – 8.19
+29.6% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-11 | UBS | Buy | Buy | Maintain |
| 2026-04-30 | TD Cowen | Hold | Hold | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 4/5 | 1/5 | 1/5 |
| 2026-05-08 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-06 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 2/5 | 2/5 | 1/5 |
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 | Refinitiv Holdings Limited | 119.92M | 65.30% | 119.92M | — | 119.92M | — | CO | Cayman Islands | 2020-02-14 | ↗ |
| 2 | London Stock Exchange Group plc | 119.92M | 50.80% | — | — | — | — | HC, CO | — | 2024-09-19 | ↗ |
| 3 | Refinitiv Parent Limited | 119.92M | 50.80% | — | — | — | — | OO | — | 2024-09-19 | ↗ |
| 4 | Refinitiv TW Holdings Ltd. | 96.93M | 45.50% | — | — | — | — | OO | — | 2024-09-19 | ↗ |
| 5 | LSEG US Holdco, Inc. | 22.99M | 16.50% | — | — | — | — | OO | — | 2024-09-19 | ↗ |
| 6 | LSEGA, Inc. | 22.99M | 16.50% | — | — | — | — | CO | — | 2024-09-19 | ↗ |
| 7 | Refinitiv US LLC | 22.99M | 16.50% | — | — | — | — | OO | — | 2024-09-19 | ↗ |
| 8 | Refinitiv US PME LLC | 22.99M | 16.50% | — | — | — | — | OO | — | 2024-09-19 | ↗ |
| 9 | (1) BlackRock, Inc. | 11.85M | 11.00% | 11.12M | — | 11.85M | — | HC | Delaware | 2022-06-09 | ↗ |
| 10 | The Vanguard Group - 23-1945930 | 9.08M | 8.64% | — | 71.9K | 8.94M | 142.3K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 11 | 52-0556948 | 8.03M | 7.00% | 5.28M | — | 8.03M | — | IA | Maryland | 2024-02-14 | ↗ |
| 12 | 85-4328500 | 7.42M | 6.50% | 3.03M | — | 7.42M | — | IA | Maryland | 2024-02-14 | ↗ |
| 13 | Wellington Group Holdings LLP | 6.17M | 5.56% | — | 5.53M | — | — | HC | Delaware | 2023-02-06 | ↗ |
| 14 | Wellington Investment Advisors Holdings LLP | 6.17M | 5.56% | — | 5.53M | — | — | HC | Delaware | 2023-02-06 | ↗ |
| 15 | Wellington Management Group LLP | 6.17M | 5.56% | — | 5.53M | — | — | HC | Massachusetts | 2023-02-06 | ↗ |
| 16 | Wellington Management Company LLP | 5.99M | 5.39% | — | 5.47M | — | — | IA | Delaware | 2023-02-06 | ↗ |
| 17 | Owership Capital B.V. | 5.72M | 5.50% | 4.74M | — | 5.72M | — | FI | Netherlands | 2021-06-08 | ↗ |
| 18 | 95-1411037 | 13.00 | 7.10% | 7.47M | — | 7.47M | — | IA | Delaware | 2022-02-11 | ↗ |
| 19 | BCP VII GP L.L.C. | — | 0.00% | — | — | — | — | OO | Cayman Islands | 2021-02-02 | ↗ |
| 20 | BCP VII Holdings Manager (Cayman) L.L.C. | — | 0.00% | — | — | — | — | OO | Cayman Islands | 2021-02-02 | ↗ |
| 21 | BCP York Holdings (Delaware) L.P. | — | 0.00% | — | — | — | — | PN | Cayman Islands | 2021-02-02 | ↗ |
| 22 | BCP York Holdings GP (Delaware) L.L.C. | — | 0.00% | — | — | — | — | OO | Cayman Islands | 2021-02-02 | ↗ |
| 23 | BCP York Subsidiary (Cayman) L.P. | — | 0.00% | — | — | — | — | PN | Cayman Islands | 2021-02-02 | ↗ |
| 24 | Blackstone Group Management L.L.C. | — | 0.00% | — | — | — | — | OO | Cayman Islands | 2021-02-02 | ↗ |
| 25 | Blackstone Holdings III GP L.P. | — | 0.00% | — | — | — | — | PN | Cayman Islands | 2021-02-02 | ↗ |
| 26 | Blackstone Holdings III GP Management L.L.C. | — | 0.00% | — | — | — | — | OO | Cayman Islands | 2021-02-02 | ↗ |
| 27 | Blackstone Holdings III L.P. | — | 0.00% | — | — | — | — | PN | Cayman Islands | 2021-02-02 | ↗ |
| 28 | Blackstone Management Associates (Cayman) VII L.P. | — | 0.00% | — | — | — | — | PN | Cayman Islands | 2021-02-02 | ↗ |
| 29 | Stephen A. Schwarzman | — | 0.00% | — | — | — | — | IN | Cayman Islands | 2021-02-02 | ↗ |
| 30 | The Blackstone Group Inc. | — | 0.00% | — | — | — | — | CO | Cayman Islands | 2021-02-02 | ↗ |
| 31 | York Parent Limited (f/k/a Refinitiv Holdings Limited) | — | 0.00% | — | — | — | — | CO | Cayman Islands | 2021-02-02 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | PRICE T ROWE ASSOCIATES INC /MD/ | 15.79M +2.9M (+22.5%) | 1.70B +268.1M (+18.7%) | 7.41% +1.366 pp | 0.18% +0.030 pp | USD101.62 +5.8% | 27 qtrs — |
| 2 | VANGUARD GROUP INC | 11.96M -687.3K (-5.4%) | 1.29B -117.4M (-8.4%) | 5.61% -0.319 pp | 0.02% -0.002 pp | USD67.17 +60.1% | 27 qtrs — |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | 9.35M +378.3K (+4.2%) | 1.01B +9.8M (+1.0%) | 4.39% +0.183 pp | 0.18% +0.002 pp | USD93.92 +14.5% | 22 qtrs — |
| 4 | BLACKROCK, INC. | 6.84M -1.1M (-13.3%) | 735.94M -140.1M (-16.0%) | 3.21% -0.491 pp | 0.01% -0.003 pp | USD123.67 -13.0% | 6 qtrs — |
| 5 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 2.90M +618.6K (+27.2%) | 311.53M +58.7M (+23.2%) | 1.36% +0.292 pp | 0.20% +0.042 pp | USD68.10 +57.9% | 14 qtrs — |
| 6 | VIKING GLOBAL INVESTORS LP | 2.77M +2.8M (+100.0%) | 297.74M +297.7M (+100.0%) | 1.30% +1.299 pp | 0.79% +0.790 pp | USD107.54 +0.0% | 1 qtrs NEW |
| 7 | STATE STREET CORP | 2.70M +24.6K (+0.9%) | 290.80M -6.6M (-2.2%) | 1.27% +0.012 pp | 0.01% -0.001 pp | USD69.24 +55.3% | 27 qtrs — |
| 8 | CANTILLON CAPITAL MANAGEMENT LLC | 2.69M +753.9K (+39.0%) | 289.09M +74.4M (+34.7%) | 1.26% +0.355 pp | 1.56% +0.381 pp | USD92.94 +15.7% | 11 qtrs — |
| 9 | GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 2.52M +549.7K (+27.9%) | 270.86M +52.3M (+24.0%) | 1.18% +0.258 pp | 0.69% +0.076 pp | USD131.09 -18.0% | 3 qtrs — |
| 10 | CARMIGNAC GESTION | 2.21M +954.6K (+75.8%) | 238.14M +98.3M (+70.3%) | 1.04% +0.449 pp | 3.22% +1.137 pp | USD109.32 -1.6% | 15 qtrs — |
| 11 | FRANKLIN RESOURCES INC | 2.17M -1.4M (-39.9%) | 233.45M -167.1M (-41.7%) | 1.02% -0.674 pp | 0.06% -0.043 pp | USD57.63 +86.6% | 27 qtrs — |
| 12 | CAPITAL WORLD INVESTORS | 2.08M +30.2K (+1.5%) | 223.21M -3.8M (-1.7%) | 0.97% +0.015 pp | 0.03% -0.001 pp | USD89.08 +20.7% | 27 qtrs — |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 2.08M +75.8K (+3.8%) | 222.94M +1.3M (+0.6%) | 0.98% +0.036 pp | 0.01% 0.000 pp | USD72.92 +47.5% | 27 qtrs — |
| 14 | AQR CAPITAL MANAGEMENT LLC | 1.85M +1.4M (+287.3%) | 199.47M +146.3M (+275.3%) | 0.87% +0.646 pp | 0.10% +0.071 pp | USD114.19 -5.8% | 11 qtrs — |
| 15 | MORGAN STANLEY | 1.71M +96.3K (+6.0%) | 184.26M +4.8M (+2.7%) | 0.80% +0.046 pp | 0.01% +0.000 pp | USD87.60 +22.8% | 27 qtrs — |
| 16 | NORDEA INVESTMENT MANAGEMENT AB | 1.62M +134.3K (+9.0%) | 174.83M +10.9M (+6.7%) | 0.76% +0.063 pp | 0.15% +0.007 pp | USD102.90 +4.5% | 23 qtrs — |
| 17 | NINETY ONE UK LTD | 1.62M +16.7K (+1.0%) | 174.40M -3.7M (-2.1%) | 0.76% +0.008 pp | 0.37% -0.011 pp | USD130.98 -17.9% | 27 qtrs — |
| 18 | TD ASSET MANAGEMENT INC | 1.59M +12.7K (+0.8%) | 170.60M -4.0M (-2.3%) | 0.74% +0.006 pp | 0.14% -0.005 pp | USD139.38 -22.8% | 26 qtrs — |
| 19 | BESSEMER GROUP INC | 1.57M -46.0K (-2.8%) | 169.11M -10.5M (-5.9%) | 0.74% -0.021 pp | 0.26% -0.015 pp | USD70.88 +51.7% | 13 qtrs — |
| 20 | NORGES BANK | 1.52M +1.5M (+100.0%) | 163.59M +163.6M (+100.0%) | 0.71% +0.714 pp | 0.02% +0.018 pp | USD107.54 +0.0% | 1 qtrs NEW |
| 21 | AMERICAN CENTURY COMPANIES INC | 1.41M -384.6K (-21.4%) | 151.69M -47.5M (-23.9%) | 0.66% -0.180 pp | 0.08% -0.025 pp | USD108.36 -0.8% | 25 qtrs — |
| 22 | CAPITAL INTERNATIONAL INVESTORS | 1.26M +696.0K (+123.5%) | 135.45M +72.9M (+116.6%) | 0.59% +0.327 pp | 0.02% +0.011 pp | USD121.40 -11.4% | 5 qtrs — |
| 23 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 1.22M +245.8K (+25.3%) | 130.81M +23.1M (+21.4%) | 0.57% +0.116 pp | 1.32% +0.512 pp | USD74.27 +44.8% | 25 qtrs — |
| 24 | JPMORGAN CHASE & CO | 1.22M -1.2M (-50.4%) | 130.68M -141.1M (-51.9%) | 0.57% -0.578 pp | 0.01% -0.008 pp | USD111.22 -3.3% | 22 qtrs — |
| 25 | CCLA INVESTMENT MANAGEMENT | 1.18M +33.5K (+2.9%) | 127.12M -269.0K (-0.2%) | 0.55% +0.016 pp | 2.04% +0.001 pp | USD81.75 +31.5% | 12 qtrs — |
| 26 | HARDING LOEVNER LP | 1.12M -182.5K (-14.0%) | 120.57M -24.1M (-16.7%) | 0.53% -0.085 pp | 1.06% 0.000 pp | USD84.92 +26.6% | 22 qtrs — |
| 27 | UBS GROUP AG | 945.4K +488.8K (+107.1%) | 101.67M +51.0M (+100.6%) | 0.44% +0.229 pp | 0.02% +0.009 pp | USD111.83 -3.8% | 27 qtrs — |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 932.3K +18.3K (+2.0%) | 100.26M -1.2M (-1.2%) | 0.44% +0.009 pp | 0.02% -0.001 pp | USD71.19 +51.1% | 27 qtrs — |
| 29 | KENSICO CAPITAL MANAGEMENT CORP | 728.1K +266.1K (+57.6%) | 78.30M +27.0M (+52.7%) | 0.34% +0.125 pp | 1.33% +0.541 pp | USD121.05 -11.2% | 4 qtrs — |
| 30 | FIERA CAPITAL CORP | 712.4K -171.6K (-19.4%) | 76.61M -21.5M (-21.9%) | 0.33% -0.080 pp | 0.24% -0.074 pp | USD92.12 +16.7% | 12 qtrs — |
| 31 | NORTHERN TRUST CORP | 662.0K -3.3K (-0.5%) | 71.19M -2.6M (-3.6%) | 0.31% -0.001 pp | 0.01% 0.000 pp | USD70.81 +51.9% | 27 qtrs — |
| 32 | UBS ASSET MANAGEMENT AMERICAS INC | 653.2K +48.8K (+8.1%) | 70.25M +3.2M (+4.7%) | 0.31% +0.023 pp | 0.01% +0.000 pp | USD99.72 +7.8% | 27 qtrs — |
| 33 | NOMURA ASSET MANAGEMENT CO LTD | 641.2K +71.3K (+12.5%) | 68.95M +5.7M (+9.0%) | 0.30% +0.034 pp | 0.17% +0.010 pp | USD120.83 -11.0% | 23 qtrs — |
| 34 | FIL LTD | 619.7K +200.0K (+47.6%) | 66.64M +20.1M (+43.1%) | 0.29% +0.094 pp | 0.05% +0.013 pp | USD95.68 +12.4% | 27 qtrs — |
| 35 | TWO SIGMA INVESTMENTS, LP | 597.8K +93.8K (+18.6%) | 64.29M +8.4M (+14.9%) | 0.28% +0.044 pp | 0.09% +0.007 pp | USD108.75 -1.1% | 17 qtrs — |
| 36 | RENAISSANCE TECHNOLOGIES LLC | 592.5K -1.1M (-64.0%) | 63.72M -118.8M (-65.1%) | 0.28% -0.493 pp | 0.10% -0.142 pp | USD110.98 -3.1% | 18 qtrs — |
| 37 | BANK OF AMERICA CORP /DE/ | 585.9K -98.4K (-14.4%) | 63.01M -12.9M (-17.0%) | 0.27% -0.046 pp | 0.00% -0.001 pp | USD117.67 -8.6% | 27 qtrs — |
| 38 | FMR LLC | 566.4K -1.0M (-64.7%) | 60.91M -117.4M (-65.8%) | 0.27% -0.487 pp | 0.00% -0.006 pp | USD101.20 +6.3% | 27 qtrs — |
| 39 | HMI CAPITAL MANAGEMENT, L.P. | 532.0K +93.5K (+21.3%) | 57.21M +8.5M (+17.6%) | 0.25% +0.044 pp | 4.70% +1.886 pp | USD110.38 -2.6% | 2 qtrs — |
| 40 | MAWER INVESTMENT MANAGEMENT LTD. | 531.2K +62.6K (+13.4%) | 57.12M +5.1M (+9.8%) | 0.25% +0.030 pp | 0.32% +0.050 pp | USD71.15 +51.1% | 21 qtrs — |
| 41 | SQUARE WAVE CAPITAL, LLC | 525.6K +107.7K (+25.8%) | 56.52M +10.1M (+21.9%) | 0.25% +0.051 pp | 13.14% -3.830 pp | USD114.59 -6.2% | 5 qtrs — |
| 42 | VICTORY CAPITAL MANAGEMENT INC | 505.4K +56.8K (+12.7%) | 54.35M +4.6M (+9.2%) | 0.24% +0.027 pp | 0.03% +0.002 pp | USD117.89 -8.8% | 26 qtrs — |
| 43 | STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 489.8K +410.0 (+0.1%) | 52.68M -1.6M (-3.0%) | 0.23% +0.000 pp | 0.69% -0.018 pp | USD52.70 +104.1% | 27 qtrs — |
| 44 | QUBE RESEARCH & TECHNOLOGIES LTD | 481.1K -457.2K (-48.7%) | 51.74M -52.4M (-50.3%) | 0.23% -0.214 pp | 0.05% -0.055 pp | USD111.21 -3.3% | 11 qtrs — |
| 45 | DIMENSIONAL FUND ADVISORS LP | 473.7K +48.6K (+11.4%) | 50.94M +3.8M (+8.0%) | 0.22% +0.023 pp | 0.01% +0.001 pp | USD90.76 +18.5% | 24 qtrs — |
| 46 | COLONY GROUP, LLC | 457.5K +29.0K (+6.8%) | 49.20M +1.6M (+3.5%) | 0.21% +0.014 pp | 0.06% -0.021 pp | USD105.45 +2.0% | 8 qtrs — |
| 47 | AUSTRALIANSUPER PTY LTD | 449.8K +174.0K (+63.1%) | 48.37M +17.8M (+58.0%) | 0.21% +0.082 pp | 0.22% +0.084 pp | USD132.63 -18.9% | 4 qtrs — |
| 48 | NEUBERGER BERMAN GROUP LLC | 445.5K -42.2K (-8.6%) | 47.91M -6.2M (-11.5%) | 0.21% -0.020 pp | 0.04% -0.004 pp | USD71.44 +50.5% | 27 qtrs — |
| 49 | D. E. SHAW & CO., INC. | 428.9K -160.9K (-27.3%) | 46.13M -19.3M (-29.5%) | 0.20% -0.075 pp | 0.03% -0.012 pp | USD112.97 -4.8% | 26 qtrs — |
| 50 | PRIMECAP MANAGEMENT CO/CA/ | 420.3K -126.7K (-23.2%) | 45.20M -15.5M (-25.6%) | 0.20% -0.059 pp | 0.03% -0.012 pp | USD61.27 +75.5% | 27 qtrs — |
| 51 | BAMCO INC /NY/ | 381.3K -10.8K (-2.7%) | 41.01M -2.5M (-5.8%) | 0.18% -0.005 pp | 0.11% -0.004 pp | USD47.72 +125.4% | 27 qtrs — |
| 52 | MILLENNIUM MANAGEMENT LLC | 368.2K -70.9K (-16.1%) | 39.60M -9.1M (-18.7%) | 0.17% -0.033 pp | 0.02% -0.004 pp | USD112.96 -4.8% | 27 qtrs — |
| 53 | CIBC PRIVATE WEALTH GROUP, LLC | 357.1K -30.0K (-7.7%) | 38.40M -4.6M (-10.6%) | 0.17% -0.014 pp | 0.06% -0.009 pp | USD79.66 +35.0% | 25 qtrs — |
| 54 | FISHER FUNDS MANAGEMENT LTD | 348.4K +17.1K (+5.2%) | 37.72M +957.2K (+2.6%) | 0.16% +0.008 pp | 0.97% +0.003 pp | USD128.64 -16.4% | 3 qtrs — |
| 55 | BANK OF NEW YORK MELLON CORP | 349.2K -42.6K (-10.9%) | 37.56M -5.9M (-13.6%) | 0.16% -0.020 pp | 0.01% -0.002 pp | USD59.21 +81.6% | 27 qtrs — |
| 56 | HANDELSBANKEN FONDER AB | 348.3K -243.9K (-41.2%) | 37.46M -28.3M (-43.0%) | 0.16% -0.114 pp | 0.11% -0.096 pp | USD120.40 -10.7% | 23 qtrs — |
| 57 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 340.3K +827.0 (+0.2%) | 36.60M -1.1M (-2.9%) | 0.16% +0.001 pp | 0.06% -0.006 pp | USD96.77 +11.1% | 21 qtrs — |
| 58 | GOLDMAN SACHS GROUP INC | 324.5K -382.4K (-54.1%) | 34.89M -43.6M (-55.5%) | 0.15% -0.179 pp | 0.00% -0.005 pp | USD107.50 +0.0% | 26 qtrs — |
| 59 | NORTH REEF CAPITAL MANAGEMENT LP | 316.0K +274.8K (+667.1%) | 33.99M +29.4M (+643.3%) | 0.15% +0.129 pp | 1.37% +1.154 pp | USD107.99 -0.4% | 2 qtrs — |
| 60 | BROWN BROTHERS HARRIMAN & CO | 305.9K +305.6K (+84,644.9%) | 32.90M +32.9M (+82,017.6%) | 0.14% +0.143 pp | 0.18% +0.179 pp | USD107.57 0.0% | 7 qtrs — |
| 61 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 303.8K -72.6K (-19.3%) | 32.67M -9.1M (-21.8%) | 0.14% -0.034 pp | 0.02% -0.006 pp | USD75.82 +41.8% | 27 qtrs — |
| 62 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 293.5K +52.9K (+22.0%) | 31.56M +4.9M (+18.2%) | 0.14% +0.025 pp | 0.02% +0.003 pp | USD78.34 +37.3% | 24 qtrs — |
| 63 | JANE STREET GROUP, LLC | 262.9K -127.3K (-32.6%) | 28.27M -15.0M (-34.7%) | 0.12% -0.060 pp | 0.00% -0.002 pp | USD110.98 -3.1% | 27 qtrs — |
| 64 | LEGAL & GENERAL GROUP PLC | 261.1K -31.5K (-10.8%) | 28.08M -4.4M (-13.5%) | 0.12% -0.015 pp | 0.01% -0.001 pp | USD75.93 +41.6% | 27 qtrs — |
| 65 | AMERICAN CAPITAL MANAGEMENT INC | 258.7K -7.3K (-2.7%) | 27.82M -1.7M (-5.8%) | 0.12% -0.003 pp | 1.23% +0.052 pp | USD79.99 +34.4% | 23 qtrs — |
| 66 | TUDOR INVESTMENT CORP ET AL | 249.1K +9.3K (+3.9%) | 26.79M +169.8K (+0.6%) | 0.12% +0.005 pp | 0.05% +0.004 pp | USD110.85 -3.0% | 2 qtrs — |
| 67 | DEUTSCHE BANK AG\ | 242.7K +28.6K (+13.4%) | 26.10M +2.3M (+9.8%) | 0.11% +0.014 pp | 0.01% +0.001 pp | USD85.77 +25.4% | 27 qtrs — |
| 68 | RENAISSANCE GROUP LLC | 232.9K -4.5K (-1.9%) | 25.04M -1.3M (-4.9%) | 0.11% -0.002 pp | 1.01% +0.012 pp | USD122.61 -12.3% | 6 qtrs — |
| 69 | AMUNDI | 224.2K +13.1K (+6.2%) | 24.11M +2.2M (+10.3%) | 0.11% +0.006 pp | 0.01% -0.001 pp | USD112.07 -4.0% | 19 qtrs — |
| 70 | MARSHALL WACE, LLP | 219.0K +219.0K (+100.0%) | 23.56M +23.6M (+100.0%) | 0.10% +0.103 pp | 0.02% +0.021 pp | USD107.54 +0.0% | 15 qtrs — |
| 71 | NORINCHUKIN BANK, THE | 213.9K +55.4K (+35.0%) | 23.00M +5.4M (+30.8%) | 0.10% +0.026 pp | 0.27% +0.032 pp | USD124.84 -13.9% | 3 qtrs — |
| 72 | INVESCO LTD. | 213.3K -641.8K (-75.1%) | 22.93M -72.0M (-75.8%) | 0.10% -0.301 pp | 0.00% -0.011 pp | USD110.81 -3.0% | 27 qtrs — |
| 73 | SQUAREPOINT OPS LLC | 207.3K -201.8K (-49.3%) | 22.29M -23.1M (-50.9%) | 0.10% -0.095 pp | 0.02% -0.022 pp | USD110.98 -3.1% | 17 qtrs — |
| 74 | ALTSHULER SHAHAM LTD | 205.0K +— (+0.0%) | 22.05M -705.2K (-3.1%) | 0.10% +0.000 pp | 0.34% -0.041 pp | USD110.98 -3.1% | 2 qtrs — |
| 75 | VINVA INVESTMENT MANAGEMENT LTD | 199.2K +53.8K (+37.0%) | 21.48M +5.3M (+32.7%) | 0.09% +0.025 pp | 0.27% -0.049 pp | USD115.69 -7.0% | 12 qtrs — |
| 76 | PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC | 186.8K -37.9K (-16.8%) | 20.09M -4.8M (-19.4%) | 0.09% -0.018 pp | 3.72% -1.143 pp | USD148.20 -27.4% | 4 qtrs — |
| 77 | CREDIT AGRICOLE S A | 183.8K +25.4K (+16.1%) | 19.76M +2.2M (+12.5%) | 0.09% +0.012 pp | 0.04% -0.002 pp | USD110.50 -2.7% | 2 qtrs — |
| 78 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 181.9K -9.6K (-5.0%) | 19.56M -1.7M (-8.0%) | 0.09% -0.004 pp | 0.02% -0.002 pp | USD72.82 +47.7% | 23 qtrs — |
| 79 | CANADA PENSION PLAN INVESTMENT BOARD | 176.0K +5.1K (+3.0%) | 18.93M -35.9K (-0.2%) | 0.08% +0.003 pp | 0.01% -0.001 pp | USD91.11 +18.0% | 14 qtrs — |
| 80 | GOTHAM ASSET MANAGEMENT, LLC | 175.6K +133.8K (+319.8%) | 18.89M +14.2M (+306.8%) | 0.08% +0.063 pp | 0.07% +0.049 pp | USD111.09 -3.2% | 19 qtrs — |
| 81 | NUVEEN, LLC | 175.3K -31.8K (-15.3%) | 18.86M -4.1M (-18.0%) | 0.08% -0.015 pp | 0.00% -0.001 pp | USD148.46 -27.6% | 4 qtrs — |
| 82 | CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 171.4K +4.9K (+2.9%) | 18.43M -50.9K (-0.3%) | 0.08% +0.002 pp | 0.34% -0.008 pp | USD95.80 +12.3% | 23 qtrs — |
| 83 | VOYA INVESTMENT MANAGEMENT LLC | 167.5K -1.2M (-88.0%) | 18.02M -136.9M (-88.4%) | 0.08% -0.578 pp | 0.02% -0.137 pp | USD72.74 +47.8% | 23 qtrs — |
| 84 | SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD | 155.4K +11.2K (+7.8%) | 16.71M +710.3K (+4.4%) | 0.07% +0.005 pp | 0.13% +0.002 pp | USD88.36 +21.7% | 23 qtrs — |
| 85 | ANDRA AP-FONDEN | 151.1K -100.4K (-39.9%) | 16.25M -11.7M (-41.8%) | 0.07% -0.047 pp | 0.20% -0.156 pp | USD116.88 -8.0% | 8 qtrs — |
| 86 | AMERIPRISE FINANCIAL INC | 150.3K +4.2K (+2.8%) | 16.17M -56.5K (-0.3%) | 0.07% +0.002 pp | 0.00% 0.000 pp | USD119.52 -10.0% | 26 qtrs — |
| 87 | WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | 148.1K +— (+0.0%) | 15.92M -509.4K (-3.1%) | 0.07% +0.000 pp | 4.09% +0.021 pp | USD76.99 +39.7% | 13 qtrs — |
| 88 | BLAIR WILLIAM & CO/IL | 135.0K -11.9K (-8.1%) | 14.52M -1.8M (-10.9%) | 0.06% -0.006 pp | 0.04% -0.004 pp | USD116.85 -8.0% | 12 qtrs — |
| 89 | RHUMBLINE ADVISERS | 131.2K -6.9K (-5.0%) | 14.11M -1.2M (-7.9%) | 0.06% -0.003 pp | 0.01% -0.001 pp | USD69.42 +54.9% | 23 qtrs — |
| 90 | JAIN GLOBAL LLC | 124.5K +90.7K (+268.0%) | 13.39M +9.6M (+256.6%) | 0.06% +0.043 pp | 0.06% +0.047 pp | USD108.47 -0.9% | 2 qtrs — |
| 91 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 118.3K -15.1K (-11.3%) | 12.72M -2.1M (-14.1%) | 0.06% -0.007 pp | 0.00% 0.000 pp | USD124.51 -13.6% | 27 qtrs — |
| 92 | CITADEL ADVISORS LLC | 117.8K +73.3K (+164.7%) | 12.67M +7.7M (+156.5%) | 0.06% +0.034 pp | 0.00% +0.001 pp | USD112.18 -4.1% | 27 qtrs — |
| 93 | WORLDQUANT MILLENNIUM ADVISORS LLC | 115.2K +67.6K (+142.3%) | 12.39M +7.1M (+134.8%) | 0.05% +0.032 pp | 0.05% +0.025 pp | USD108.96 -1.3% | 5 qtrs — |
| 94 | BARCLAYS PLC | 113.7K +41.2K (+56.8%) | 12.22M +3.3M (+36.4%) | 0.05% +0.019 pp | 0.00% +0.001 pp | USD107.38 +0.1% | 26 qtrs — |
| 95 | SEI INVESTMENTS CO | 112.8K -58.8K (-34.3%) | 12.13M -6.9M (-36.3%) | 0.05% -0.028 pp | 0.01% -0.009 pp | USD68.15 +57.8% | 27 qtrs — |
| 96 | CITIGROUP INC | 111.5K -12.1K (-9.8%) | 11.99M -1.7M (-12.6%) | 0.05% -0.006 pp | 0.01% -0.001 pp | USD89.78 +19.8% | 27 qtrs — |
| 97 | CAPITAL FUND MANAGEMENT S.A. | 109.7K +9.5K (+9.4%) | 11.79M +672.4K (+6.0%) | 0.05% +0.005 pp | 0.03% +0.004 pp | USD110.68 -2.8% | 2 qtrs — |
| 98 | LAKEHOUSE CAPITAL PTY LTD | 108.9K +28.0K (+34.6%) | 11.71M +2.7M (+30.4%) | 0.05% +0.013 pp | 8.44% +2.958 pp | USD98.54 +9.1% | 10 qtrs — |
| 99 | HSBC HOLDINGS PLC | 107.6K +55.1K (+104.9%) | 11.62M +5.8M (+99.6%) | 0.05% +0.026 pp | 0.01% +0.003 pp | USD104.48 +2.9% | 25 qtrs — |
| 100 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 108.7K -120.0 (-0.1%) | 11.55M -533.0K (-4.4%) | 0.05% 0.000 pp | 0.01% -0.001 pp | USD81.55 +31.9% | 23 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Baron Financials ETF BCFN | 2.70% | 1.24M | 0.80% |
| 2 | Horizon Kinetics Blockchain Development ETF BCDF | 2.29% | 517.0K | 0.85% |
| 3 | Invesco Bloomberg Financial Data Providers ETF FDIQ | 2.06% | 1.03M | 0.35% |
| 4 | Neuberger Berman Disrupters ETF NBDS | 1.91% | 2.78M | 0.65% |
| 5 | Invesco KBW NASDAQ Fintech UCITS ETF FTEK.L | 1.82% | 829.5K | 0.49% |
| 6 | Nuveen ESG Mid-Cap Growth NUMG | 1.53% | 5.46M | 0.31% |
| 7 | State Street SPDR S&P Capital Markets ETF KCE | 1.49% | 6.66M | 0.35% |
| 8 | Invesco Zacks Mid-Cap ETF CZA | 1.26% | 2.35M | 0.69% |
| 9 | Fidelity Disruptive Finance ETF FDFF | 1.16% | 477.6K | 0.50% |
| 10 | iShares U.S. Broker-Dealers & Securities Exchanges ETF IAI | 1.01% | 14.24M | 0.38% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | Peterson Justin | Officer | S-Sale | D | Class A common stock | 21,221 | 120.66 | 2.56M | 36,291 | D | ↗ |
| 2026-03-23 | Furber Sara | Officer | S-Sale | D | Class A common stock | 1,614 | 124.86 | 201.5K | 22,264 | D | ↗ |
| 2026-03-23 | Friedman Douglas | Officer | S-Sale | D | Class A common stock | 592 | 124.86 | 73.9K | 13,921 | D | ↗ |
| 2026-03-20 | Peterson Justin | Officer | S-Sale | D | Class A common stock | 1,005 | 125.13 | 125.8K | 57,512 | D | ↗ |
| 2026-03-20 | Furber Sara | Officer | S-Sale | D | Class A common stock | 4,911 | 125.13 | 614.5K | 23,878 | D | ↗ |
| 2026-03-20 | Friedman Douglas | Officer | S-Sale | D | Class A common stock | 2,219 | 125.12 | 277.6K | 14,513 | D | ↗ |
| 2026-03-20 | Dixon Troy | Officer | S-Sale | D | Class A common stock | 2,584 | 125.75 | 324.9K | 34,993 | D | ↗ |
| 2026-03-20 | Clack Amy | Officer | S-Sale | D | Class A common stock | 271 | 125.75 | 34.1K | 21,557 | D | ↗ |
| 2026-03-18 | Peterson Justin | Officer | S-Sale | D | Class A common stock | 3,212 | 124.76 | 400.7K | 58,517 | D | ↗ |
| 2026-03-17 | Peterson Justin | Officer | F-InKind | D | Class A common stock | 1,241 | 126.17 | 156.6K | 61,726 | D | ↗ |
| 2026-03-17 | Hult William | Director / Officer | F-InKind | D | Class A common stock | 5,656 | 126.17 | 713.6K | 144,285 | D | ↗ |
| 2026-03-17 | Furber Sara | Officer | F-InKind | D | Class A common stock | 1,679 | 126.17 | 211.8K | 28,783 | D | ↗ |
| 2026-03-17 | Friedman Douglas | Officer | F-InKind | D | Class A common stock | 619 | 126.17 | 78.1K | 16,731 | D | ↗ |
| 2026-03-17 | Clack Amy | Officer | A-Award | A | Class A common stock | 3 | 0.00 | — | 21,828 | D | ↗ |
| 2026-03-17 | Bruni Enrico | Officer | F-InKind | D | Class A common stock | 1,511 | 126.17 | 190.6K | 108,228 | D | ↗ |
| 2026-03-15 | Peterson Justin | Officer | F-InKind | D | Class A common stock | 3,940 | 124.42 | 490.2K | 62,938 | D | ↗ |
| 2026-03-15 | Hult William | Director / Officer | A-Award | A | Class A common stock | 104 | 0.00 | — | 149,941 | D | ↗ |
| 2026-03-15 | Furber Sara | Officer | F-InKind | D | Class A common stock | 5,077 | 124.42 | 631.7K | 30,418 | D | ↗ |
| 2026-03-15 | Friedman Douglas | Officer | A-Award | A | Class A common stock | 6,510 | 0.00 | — | 19,638 | D | ↗ |
| 2026-03-15 | Dixon Troy | Officer | A-Award | A | Class A common stock | 10,850 | 0.00 | — | 42,916 | D | ↗ |
| 2026-03-15 | Clack Amy | Officer | A-Award | A | Class A common stock | 6,429 | 0.00 | — | 22,953 | D | ↗ |
| 2026-03-15 | Bruni Enrico | Officer | F-InKind | D | Class A common stock | 4,376 | 124.42 | 544.5K | 109,695 | D | ↗ |
| 2026-03-03 | Hult William | Director / Officer | M-Exempt | D | Stock Option (Right to Buy) | 72,450 | 20.59 | 1.49M | 0 | D | ↗ |
| 2026-02-20 | Bruni Enrico | Officer | S-Sale | D | Class A common stock | 17,380 | 119.27 | 2.07M | 102,319 | D | ↗ |
| 2026-02-10 | Peterson Justin | Officer | S-Sale | D | Class A common stock | 11,254 | 115.47 | 1.30M | 58,841 | D | ↗ |
| 2026-02-10 | Hult William | Director / Officer | M-Exempt | A | Class A common stock | 72,450 | 20.59 | 1.49M | 247,956 | D | ↗ |
| 2026-02-10 | Furber Sara | Officer | S-Sale | D | Class A common stock | 63,128 | 115.10 | 7.27M | 23,520 | D | ↗ |
| 2026-02-10 | Friedman Douglas | Officer | S-Sale | D | Class A common stock | 6,760 | 115.50 | 780.8K | 13,128 | D | ↗ |
| 2026-02-10 | Clack Amy | Officer | S-Sale | D | Class A common stock | 838 | 114.68 | 96.1K | 17,363 | D | ↗ |
| 2026-01-01 | Peterson Justin | Officer | A-Award | A | Class A common stock | 129 | 0.00 | — | 70,095 | D | ↗ |
| 2026-01-01 | Hult William | Director / Officer | F-InKind | D | Class A common stock | 43,240 | 106.20 | 4.59M | 175,099 | D | ↗ |
| 2026-01-01 | Furber Sara | Officer | A-Award | A | Class A common stock | 193 | 0.00 | — | 86,648 | D | ↗ |
| 2026-01-01 | Friedman Douglas | Officer | A-Award | A | Class A common stock | 77 | 0.00 | — | 43,677 | D | ↗ |
| 2026-01-01 | Clack Amy | Officer | A-Award | A | Class A common stock | 21 | 0.00 | — | 18,201 | D | ↗ |
| 2026-01-01 | Bruni Enrico | Officer | A-Award | A | Class A common stock | 562 | 0.00 | — | 134,684 | D | ↗ |
| 2025-05-20 | Yared Rana | Director | A-Award | A | Class A common stock | 1,271 | 0.00 | — | 2,594 | D | ↗ |
| 2025-05-20 | Repetto Richard H | Director | A-Award | A | Class A common stock | 1,533 | 0.00 | — | 1,533 | D | ↗ |
| 2025-05-20 | Opoku Lisa | Director | A-Award | A | Class A common stock | 1,271 | 0.00 | — | 2,824 | D | ↗ |
| 2025-05-20 | Madoff Paula | Director | A-Award | A | Class A common stock | 1,478 | 0.00 | — | 14,933 | D | ↗ |
| 2025-05-20 | Ganeles Scott | Director | A-Award | A | Class A common stock | 1,271 | 0.00 | — | 13,685 | D | ↗ |
| 2025-05-20 | BERNS STEVEN | Director | A-Award | A | Class A common stock | 1,271 | 0.00 | — | 3,664 | D | ↗ |
| 2025-05-20 | AIGRAIN JACQUES | Director | A-Award | A | Class A common stock | 2,062 | 0.00 | — | 9,554 | D | ↗ |
| 2025-05-14 | BERNS STEVEN | Director | S-Sale | D | Class A common stock | 450 | 141.30 | 63.6K | 2,393 | D | ↗ |
| 2025-05-12 | Dixon Troy | Officer | F-InKind | D | Class A common stock | 309 | 141.55 | 43.7K | 32,066 | D | ↗ |
| 2025-04-07 | Furber Sara | Officer | S-Sale | D | Class A common stock | 1,786 | 127.60 | 227.9K | 57,401 | D | ↗ |
| 2025-03-31 | Furber Sara | Officer | A-Award | A | Class A common stock | 15 | 0.00 | — | 59,187 | D | ↗ |
| 2025-03-20 | Furber Sara | Officer | S-Sale | D | Class A common stock | 7,139 | 142.83 | 1.02M | 61,020 | D | ↗ |
| 2025-03-20 | Bruni Enrico | Officer | S-Sale | D | Class A common stock | 1,624 | 142.74 | 231.8K | 85,929 | D | ↗ |
| 2025-03-19 | Zucker Scott | Officer | S-Sale | D | Class A common stock | 2,314 | 141.48 | 327.4K | 21,033 | D | ↗ |
| 2025-03-19 | Peterson Justin | Officer | S-Sale | D | Class A common stock | 4,635 | 141.50 | 655.9K | 41,289 | D | ↗ |
| 2025-03-19 | Friedman Douglas | Officer | S-Sale | D | Class A common stock | 3,061 | 141.59 | 433.4K | 26,810 | D | ↗ |
| 2025-03-19 | Bruni Enrico | Officer | S-Sale | D | Class A common stock | 2,872 | 141.54 | 406.5K | 87,553 | D | ↗ |
| 2025-03-17 | Zucker Scott | Officer | A-Award | A | Class A common stock | 2,708 | 0.00 | — | 23,347 | D | ↗ |
| 2025-03-17 | Peterson Justin | Officer | A-Award | A | Class A common stock | 6,728 | 0.00 | — | 45,924 | D | ↗ |
| 2025-03-17 | Hult William | Director / Officer | A-Award | A | Class A common stock | 30,682 | 0.00 | — | 169,571 | D | ↗ |
| 2025-03-17 | Furber Sara | Officer | A-Award | A | Class A common stock | 9,860 | 0.00 | — | 68,159 | D | ↗ |
| 2025-03-17 | Friedman Douglas | Officer | A-Award | A | Class A common stock | 3,631 | 0.00 | — | 29,871 | D | ↗ |
| 2025-03-17 | Clack Amy | Officer | A-Award | A | Class A common stock | 6,627 | 0.00 | — | 20,200 | D | ↗ |
| 2025-03-17 | Bruni Enrico | Officer | A-Award | A | Class A common stock | 9,638 | 0.00 | — | 92,222 | D | ↗ |
| 2025-03-15 | Zucker Scott | Officer | F-InKind | D | Class A common stock | 2,417 | 141.57 | 342.2K | 20,631 | D | ↗ |
| 2025-03-15 | Peterson Justin | Officer | F-InKind | D | Class A common stock | 5,714 | 141.57 | 808.9K | 39,176 | D | ↗ |
| 2025-03-15 | Hult William | Director / Officer | A-Award | A | Class A common stock | 67 | 0.00 | — | 138,889 | D | ↗ |
| 2025-03-15 | Furber Sara | Officer | F-InKind | D | Class A common stock | 7,416 | 141.57 | 1.05M | 58,267 | D | ↗ |
| 2025-03-15 | Friedman Douglas | Officer | F-InKind | D | Class A common stock | 3,196 | 141.57 | 452.5K | 26,229 | D | ↗ |
| 2025-03-15 | Bruni Enrico | Officer | A-Award | A | Class A common stock | 61 | 0.00 | — | 82,584 | D | ↗ |
| 2025-03-06 | Repetto Richard H | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-02-03 | Dixon Troy | Officer | A-Award | A | Class A common stock | 31,520 | 0.00 | — | 32,375 | D | ↗ |
| 2025-01-21 | Dixon Troy | Officer | — | — | Class A common stock | 0 | 0.00 | — | 855 | D | ↗ |
| 2025-01-06 | Zucker Scott | Officer | S-Sale | D | Class A common stock | 3,654 | 132.38 | 483.7K | 23,048 | D | ↗ |
| 2025-01-06 | Peterson Justin | Officer | S-Sale | D | Class A common stock | 6,669 | 132.38 | 882.8K | 44,890 | D | ↗ |
| 2025-01-06 | Hult William | Director / Officer | S-Sale | D | Class A common stock | 15,163 | 132.38 | 2.01M | 158,016 | D | ↗ |
| 2025-01-06 | Furber Sara | Officer | S-Sale | D | Class A common stock | 9,826 | 132.39 | 1.30M | 65,683 | D | ↗ |
| 2025-01-06 | Friedman Douglas | Officer | S-Sale | D | Class A common stock | 4,274 | 132.36 | 565.7K | 29,425 | D | ↗ |
| 2025-01-01 | Zucker Scott | Officer | F-InKind | D | Class A common stock | 2,161 | 131.33 | 283.8K | 26,672 | D | ↗ |
| 2025-01-01 | Peterson Justin | Officer | F-InKind | D | Class A common stock | 5,795 | 131.33 | 761.1K | 51,514 | D | ↗ |
| 2025-01-01 | Hult William | Director / Officer | F-InKind | D | Class A common stock | 16,219 | 131.33 | 2.13M | 173,065 | D | ↗ |
| 2025-01-01 | Furber Sara | Officer | F-InKind | D | Class A common stock | 7,985 | 131.33 | 1.05M | 75,439 | D | ↗ |
| 2025-01-01 | Friedman Douglas | Officer | F-InKind | D | Class A common stock | 2,510 | 131.33 | 329.6K | 33,664 | D | ↗ |
| 2025-01-01 | Clack Amy | Officer | A-Award | A | Class A common stock | 5 | 0.00 | — | 13,573 | D | ↗ |
| 2025-01-01 | Bruni Enrico | Director / Officer | A-Award | A | Class A common stock | 62 | 0.00 | — | 82,523 | D | ↗ |
| 2024-12-04 | Hult William | Director / Officer | G-Gift | D | Class A common stock | 1,315 | 0.00 | — | 189,284 | D | ↗ |
| 2024-11-06 | Hult William | Director / Officer | S-Sale | D | Class A common stock | 38,377 | 127.60 | 4.90M | 190,599 | D | ↗ |
| 2024-11-06 | BERNS STEVEN | Director | S-Sale | D | Class A common stock | 731 | 133.00 | 97.2K | 2,843 | D | ↗ |
| 2024-09-18 | Maguire Daniel | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-09-01 | Clack Amy | Officer | A-Award | A | Class A common stock | 15,566 | 0.00 | — | 15,566 | — | ↗ |
| 2024-08-28 | Hult William | Director / Officer | G-Gift | D | Class A common stock | 215 | 0.00 | — | 228,976 | — | ↗ |
| 2024-08-12 | Clack Amy | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-08-08 | Dixon Troy | Director | S-Sale | D | Class A common stock | 2,486 | 113.64 | 282.5K | 1,323 | — | ↗ |
| 2024-08-06 | Yared Rana | Director | S-Sale | D | Class A common stock | 1,627 | 110.09 | 179.1K | 1,323 | — | ↗ |
| 2024-07-22 | Bruni Enrico | Director / Officer | M-Exempt | D | Stock Option (Right to Buy) | 13,609 | 20.59 | 280.2K | 67,174 | — | ↗ |
| 2024-07-19 | Bruni Enrico | Director / Officer | S-Sale | D | Class A common stock | 10,991 | 109.43 | 1.20M | 89,169 | — | ↗ |
| 2024-07-18 | Bruni Enrico | Director / Officer | S-Sale | D | Class A common stock | 400 | 109.40 | 43.8K | 95,624 | — | ↗ |
| 2024-06-03 | Bruni Enrico | Director / Officer | S-Sale | D | Class A common stock | 20 | 109.30 | 2.2K | 89,169 | — | ↗ |
| 2024-05-31 | Bruni Enrico | Director / Officer | M-Exempt | D | Stock Option (Right to Buy) | 116 | 20.59 | 2.4K | 117,058 | — | ↗ |
| 2024-05-20 | BERNS STEVEN | Director | S-Sale | D | Class A common stock | 760 | 112.71 | 85.7K | 3,574 | — | ↗ |
| 2024-05-17 | Furber Sara | Officer | S-Sale | D | Class A common stock | 7,590 | 112.24 | 851.9K | 88,999 | — | ↗ |
| 2024-05-10 | Yared Rana | Director | A-Award | A | Class A common stock | 1,323 | 0.00 | — | 2,950 | — | ↗ |
| 2024-05-10 | Opoku Lisa | Director | A-Award | A | Class A common stock | 1,553 | 0.00 | — | 1,553 | — | ↗ |
| 2024-05-10 | Madoff Paula | Director | A-Award | A | Class A common stock | 1,588 | 0.00 | — | 13,455 | — | ↗ |
| 2024-05-10 | Hult William | Director / Officer | M-Exempt | D | Stock Option (Right to Buy) | 47,000 | 20.59 | 967.7K | 144,900 | — | ↗ |
| 2024-05-10 | Ganeles Scott | Director | A-Award | A | Class A common stock | 1,323 | 0.00 | — | 12,414 | — | ↗ |
| 2024-05-10 | Dixon Troy | Director | A-Award | A | Class A common stock | 1,323 | 0.00 | — | 3,809 | — | ↗ |
| 2024-05-10 | BERNS STEVEN | Director | A-Award | A | Class A common stock | 1,323 | 0.00 | — | 4,334 | — | ↗ |
| 2024-05-10 | AIGRAIN JACQUES | Director | A-Award | A | Class A common stock | 2,647 | 0.00 | — | 7,492 | — | ↗ |
| 2024-05-09 | Hult William | Director / Officer | M-Exempt | A | Class A common stock | 51,000 | 20.59 | 1.05M | 280,191 | — | ↗ |
| 2024-05-07 | Zucker Scott | Officer | S-Sale | D | Class A common stock | 2,517 | 110.56 | 278.3K | 28,833 | — | ↗ |
| 2024-04-01 | Furber Sara | Officer | A-Award | A | Class A common stock | 20 | 0.00 | — | 96,617 | — | ↗ |
| 2024-03-25 | Peterson Justin | Officer | S-Sale | D | Class A common stock | 5,013 | 104.83 | 525.5K | 57,349 | — | ↗ |
| 2024-03-20 | Friedman Douglas | Officer | S-Sale | D | Class A common stock | 2,922 | 103.31 | 301.9K | 36,194 | — | ↗ |
| 2024-03-18 | Zucker Scott | Officer | A-Award | A | Class A common stock | 32 | 0.00 | — | 31,369 | — | ↗ |
| 2024-03-18 | Pluta Thomas | Director / Officer | F-InKind | D | Class A common stock | 5,433 | 103.82 | 564.1K | 99,427 | — | ↗ |
| 2024-03-18 | Peterson Justin | Officer | F-InKind | D | Class A common stock | 6,169 | 103.82 | 640.5K | 62,292 | — | ↗ |
| 2024-03-18 | Hult William | Director / Officer | F-InKind | D | Class A common stock | 17,317 | 103.82 | 1.80M | 229,108 | — | ↗ |
| 2024-03-18 | Furber Sara | Officer | F-InKind | D | Class A common stock | 5,518 | 103.82 | 572.9K | 99,071 | — | ↗ |
| 2024-03-18 | Friedman Douglas | Officer | F-InKind | D | Class A common stock | 3,048 | 103.82 | 316.4K | 39,081 | — | ↗ |
| 2024-03-18 | Bruni Enrico | Director / Officer | F-InKind | D | Class A common stock | 6,002 | 103.82 | 623.1K | 89,131 | — | ↗ |
| 2024-03-15 | Zucker Scott | Officer | A-Award | A | Class A common stock | 3,869 | 0.00 | — | 33,963 | — | ↗ |
| 2024-03-15 | Pluta Thomas | Director / Officer | A-Award | A | Class A common stock | 13,854 | 0.00 | — | 104,860 | — | ↗ |
| 2024-03-15 | Peterson Justin | Officer | A-Award | A | Class A common stock | 7,643 | 0.00 | — | 68,461 | — | ↗ |
| 2024-03-15 | Hult William | Director / Officer | A-Award | A | Class A common stock | 35,034 | 0.00 | — | 246,425 | — | ↗ |
| 2024-03-15 | Furber Sara | Officer | A-Award | A | Class A common stock | 11,147 | 0.00 | — | 104,589 | — | ↗ |
| 2024-03-15 | Friedman Douglas | Officer | A-Award | A | Class A common stock | 5,971 | 0.00 | — | 42,129 | — | ↗ |
| 2024-03-15 | Bruni Enrico | Director / Officer | A-Award | A | Class A common stock | 10,112 | 0.00 | — | 95,133 | — | ↗ |
| 2024-03-11 | Peterson Justin | Officer | S-Sale | D | Class A common stock | 8,287 | 103.09 | 854.3K | 60,818 | — | ↗ |
| 2024-03-07 | Opoku Lisa | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-02-29 | Peterson Justin | Officer | M-Exempt | A | Class A common stock | 10,000 | 20.59 | 205.9K | 79,105 | — | ↗ |
| 2024-02-23 | Friedman Douglas | Officer | S-Sale | D | Class A common stock | 26,232 | 104.85 | 2.75M | 36,158 | — | ↗ |
| 2024-02-20 | Bruni Enrico | Director / Officer | S-Sale | D | Class A common stock | 21,145 | 102.21 | 2.16M | 85,021 | — | ↗ |
| 2024-02-09 | Zucker Scott | Officer | A-Award | A | Class A common stock | 10,555 | 0.00 | — | 30,094 | — | ↗ |
| 2024-02-09 | Pluta Thomas | Director / Officer | A-Award | A | Class A common stock | 53,429 | 0.00 | — | 91,006 | — | ↗ |
| 2024-02-09 | Peterson Justin | Officer | A-Award | A | Class A common stock | 24,890 | 0.00 | — | 69,105 | — | ↗ |
| 2024-02-09 | Hult William | Director / Officer | A-Award | A | Class A common stock | 78,191 | 0.00 | — | 211,391 | — | ↗ |
| 2024-02-09 | Furber Sara | Officer | A-Award | A | Class A common stock | 33,881 | 0.00 | — | 93,442 | — | ↗ |
| 2024-02-09 | Friedman Douglas | Officer | A-Award | A | Class A common stock | 13,682 | 0.00 | — | 36,158 | — | ↗ |
| 2024-02-09 | Bruni Enrico | Director / Officer | A-Award | A | Class A common stock | 32,305 | 0.00 | — | 85,021 | — | ↗ |
| 2024-01-29 | Bruni Enrico | Director / Officer | M-Exempt | D | Stock Option (Right to Buy) | 580 | 20.59 | 11.9K | 167,174 | — | ↗ |
| 2024-01-05 | Hult William | Director / Officer | S-Sale | D | Class A common stock | 9,616 | 93.86 | 902.6K | 133,200 | — | ↗ |
| 2024-01-04 | Zucker Scott | Officer | S-Sale | D | Class A common stock | 6,474 | 94.41 | 611.2K | 19,539 | — | ↗ |
| 2024-01-04 | Hult William | Director / Officer | S-Sale | D | Class A common stock | 14,425 | 94.47 | 1.36M | 142,816 | — | ↗ |
| 2024-01-04 | Friedman Douglas | Officer | S-Sale | D | Class A common stock | 6,474 | 94.43 | 611.3K | 22,476 | — | ↗ |
| 2024-01-01 | Zucker Scott | Officer | F-InKind | D | Class A common stock | 3,778 | 89.27 | 337.3K | 25,941 | — | ↗ |
| 2024-01-01 | Peterson Justin | Officer | F-InKind | D | Class A common stock | 6,619 | 89.27 | 590.9K | 44,141 | — | ↗ |
| 2024-01-01 | Hult William | Director / Officer | F-InKind | D | Class A common stock | 25,895 | 89.27 | 2.31M | 156,993 | — | ↗ |
| 2024-01-01 | Furber Sara | Officer | F-InKind | D | Class A common stock | 3,176 | 89.27 | 283.5K | 59,515 | — | ↗ |
| 2024-01-01 | Friedman Douglas | Officer | F-InKind | D | Class A common stock | 3,778 | 89.27 | 337.3K | 28,878 | — | ↗ |
| 2024-01-01 | Bruni Enrico | Director / Officer | F-InKind | D | Class A common stock | 8,873 | 89.27 | 792.1K | 52,605 | — | ↗ |
| 2023-12-31 | Refinitiv US PME LLC | 10% Owner | — | D | Class C Common Stock | 0 | 0.00 | — | 18,000,000 | — | ↗ |
| 2023-12-29 | Refinitiv US PME LLC | 10% Owner | C-Conversion | D | Class D Common Stock | 18,000,000 | 0.00 | — | 4,988,329 | — | ↗ |
| 2023-12-08 | Hult William | Director / Officer | M-Exempt | D | Stock Option (Right to Buy) | 35,000 | 20.59 | 720.7K | 242,900 | — | ↗ |
| 2023-12-01 | Zucker Scott | Officer | S-Sale | D | Class A common stock | 1,648 | 95.09 | 156.7K | 31,119 | — | ↗ |
| 2023-11-22 | Bruni Enrico | Director / Officer | S-Sale | D | Class A common stock | 1,681 | 95.00 | 159.7K | 61,478 | — | ↗ |
| 2023-11-10 | Bruni Enrico | Director / Officer | S-Sale | D | Class A common stock | 1,153 | 93.00 | 107.2K | 67,994 | — | ↗ |
| 2023-11-09 | Bruni Enrico | Director / Officer | S-Sale | D | Class A common stock | 1,672 | 93.00 | 155.5K | 74,147 | — | ↗ |
| 2023-10-16 | Peterson Justin | Officer | S-Sale | D | Class A common stock | 13,550 | 83.88 | 1.14M | 52,760 | — | ↗ |
| 2023-09-14 | Peterson Justin | Officer | M-Exempt | D | Stock Option (Right to Buy) | 20,000 | 20.59 | 411.8K | 23,550 | — | ↗ |
| 2023-07-06 | Friedman Douglas | Officer | S-Sale | D | Class A common stock | 853 | 65.72 | 56.1K | 34,973 | — | ↗ |
| 2023-06-15 | Yared Rana | Director | S-Sale | D | Class A common stock | 567 | 71.28 | 40.4K | 1,627 | — | ↗ |
| 2023-06-13 | Yared Rana | Director | S-Sale | D | Class A common stock | 851 | 69.97 | 59.5K | 2,194 | — | ↗ |
| 2023-05-15 | Yared Rana | Director | A-Award | A | Class A common stock | 1,627 | 0.00 | — | 3,045 | — | ↗ |
| 2023-05-15 | Madoff Paula | Director | A-Award | A | Class A common stock | 3,138 | 0.00 | — | 11,867 | — | ↗ |
| 2023-05-15 | Johnson Catherine | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-05-15 | Ganeles Scott | Director | A-Award | A | Class A common stock | 2,362 | 0.00 | — | 11,091 | — | ↗ |
| 2023-05-15 | Dixon Troy | Director | A-Award | A | Class A common stock | 2,486 | 0.00 | — | 2,486 | — | ↗ |
| 2023-05-15 | BERNS STEVEN | Director | A-Award | A | Class A common stock | 2,280 | 0.00 | — | 3,011 | — | ↗ |
| 2023-05-15 | AIGRAIN JACQUES | Director | A-Award | A | Class A common stock | 3,427 | 0.00 | — | 4,845 | — | ↗ |
| 2023-04-10 | BERNS STEVEN | Director | S-Sale | D | Class A common stock | 394 | 74.50 | 29.4K | 731 | — | ↗ |
| 2023-04-05 | Furber Sara | Officer | S-Sale | D | Class A common stock | 8,210 | 73.52 | 603.6K | 62,691 | — | ↗ |
| 2023-04-04 | Olesky Lee | Director | S-Sale | D | Class A common stock | 44,082 | 79.13 | 3.49M | 234,357 | — | ↗ |
| 2023-04-03 | Olesky Lee | Director | M-Exempt | A | Class A common stock | 17,193 | 20.59 | 354.0K | 251,550 | — | ↗ |
| 2023-04-03 | Furber Sara | Officer | A-Award | A | Class A common stock | 50 | 0.00 | — | 70,901 | — | ↗ |
| 2023-03-31 | Olesky Lee | Director | S-Sale | D | Class A common stock | 71,330 | 79.19 | 5.65M | 234,357 | — | ↗ |
| 2023-03-30 | Olesky Lee | Director | S-Sale | D | Class A common stock | 22,325 | 78.84 | 1.76M | 234,357 | — | ↗ |
| 2023-03-29 | Olesky Lee | Director | S-Sale | D | Class A common stock | 95,070 | 78.12 | 7.43M | 283,202 | — | ↗ |
| 2023-03-27 | Bruni Enrico | Director / Officer | S-Sale | D | Class A common stock | 14,000 | 74.15 | 1.04M | 75,819 | — | ↗ |
| 2023-03-23 | Pluta Thomas | Director / Officer | F-InKind | D | Class A common stock | 622 | 74.00 | 46.0K | 37,577 | — | ↗ |
| 2023-03-21 | Hult William | Director / Officer | M-Exempt | D | Stock Option (Right to Buy) | 30,000 | 20.59 | 617.7K | 277,900 | — | ↗ |
| 2023-03-20 | Zucker Scott | Officer | A-Award | A | Class A common stock | 18 | 0.00 | — | 32,767 | — | ↗ |
| 2023-03-20 | Olesky Lee | Director | A-Award | A | Class A common stock | 98 | 0.00 | — | 283,202 | — | ↗ |
| 2023-03-20 | Hult William | Director / Officer | M-Exempt | D | Stock Option (Right to Buy) | 45,000 | 20.59 | 926.6K | 307,900 | — | ↗ |
| 2023-03-20 | Friedman Douglas | Officer | F-InKind | D | Class A common stock | 1,536 | 75.04 | 115.3K | 35,808 | — | ↗ |
| 2023-03-20 | Bruni Enrico | Director / Officer | A-Award | A | Class A common stock | 36 | 0.00 | — | 89,819 | — | ↗ |
| 2023-03-16 | Zucker Scott | Officer | F-InKind | D | Class A common stock | 1,632 | 74.19 | 121.1K | 34,277 | — | ↗ |
| 2023-03-16 | Peterson Justin | Officer | F-InKind | D | Class A common stock | 3,637 | 74.19 | 269.8K | 59,986 | — | ↗ |
| 2023-03-16 | Olesky Lee | Director | F-InKind | D | Class A common stock | 11,184 | 74.19 | 829.7K | 292,531 | — | ↗ |
| 2023-03-16 | Hult William | Director / Officer | F-InKind | D | Class A common stock | 9,366 | 74.19 | 694.9K | 190,702 | — | ↗ |
| 2023-03-16 | Furber Sara | Officer | F-InKind | D | Class A common stock | 2,337 | 74.19 | 173.4K | 81,603 | — | ↗ |
| 2023-03-16 | Friedman Douglas | Officer | F-InKind | D | Class A common stock | 1,759 | 74.19 | 130.5K | 37,335 | — | ↗ |
| 2023-03-16 | Bruni Enrico | Director / Officer | A-Award | A | Class A common stock | 22 | 0.00 | — | 92,303 | — | ↗ |
| 2023-03-15 | Zucker Scott | Officer | A-Award | A | Class A common stock | 5,822 | 0.00 | — | 35,909 | — | ↗ |
| 2023-03-15 | Pluta Thomas | Director / Officer | A-Award | A | Class A common stock | 29,470 | 0.00 | — | 38,199 | — | ↗ |
| 2023-03-15 | Peterson Justin | Officer | A-Award | A | Class A common stock | 13,729 | 0.00 | — | 63,623 | — | ↗ |
| 2023-03-15 | Hult William | Director / Officer | A-Award | A | Class A common stock | 43,128 | 0.00 | — | 200,068 | — | ↗ |
| 2023-03-15 | Furber Sara | Officer | A-Award | A | Class A common stock | 18,688 | 0.00 | — | 93,764 | — | ↗ |
| 2023-03-15 | Friedman Douglas | Officer | A-Award | A | Class A common stock | 7,547 | 0.00 | — | 39,094 | — | ↗ |
| 2023-03-15 | Bruni Enrico | Director / Officer | A-Award | A | Class A common stock | 17,819 | 0.00 | — | 95,492 | — | ↗ |
| 2023-03-01 | Dixon Troy | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-02-24 | Zucker Scott | Officer | A-Award | A | Class A common stock | 5,785 | 0.00 | — | 30,087 | — | ↗ |
| 2023-02-24 | Peterson Justin | Officer | A-Award | A | Class A common stock | 12,419 | 0.00 | — | 49,894 | — | ↗ |
| 2023-02-24 | Olesky Lee | Director | A-Award | A | Class A common stock | 37,336 | 0.00 | — | 303,715 | — | ↗ |
| 2023-02-24 | Hult William | Director / Officer | A-Award | A | Class A common stock | 31,268 | 0.00 | — | 156,940 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Billy Hult Chief Executive Officer | 1.00M | — | 15.08M | — | 4.50M | 38.6K | 20.62M | 73.14% | ↗ |
| 2 | 2025 | Sara Furber Chief Financial Officer | 600.0K | 2.43M | 4.85M | — | — | 18.7K | 7.90M | 61.39% | ↗ |
| 3 | 2025 | Enrico Bruni Managing Director, Co-Head of Global Markets | 479.3K | 2.50M | 4.74M | — | — | 67.3K | 7.79M | 60.85% | ↗ |
| 4 | 2025 | Troy Dixon Managing Director, Co-Head of Global Markets | 474.0K | 2.80M | 4.00M | — | — | 19.5K | 7.29M | 54.84% | ↗ |
| 5 | 2025 | Justin Peterson Chief Technology Officer | 400.0K | 1.60M | 3.31M | — | — | 43.5K | 5.35M | 61.81% | ↗ |
| 6 | 2024 | Billy Hult Chief Executive Officer | 750.0K | — | 12.58M | — | 3.38M | 37.6K | 16.74M | 75.13% | ↗ |
| 7 | 2024 | Thomas Pluta Former President | 522.1K | — | 4.97M | — | — | 4.58M | 10.07M | 49.37% | ↗ |
| 8 | 2024 | Sara Furber Chief Financial Officer | 600.0K | 2.13M | 4.00M | — | — | 18.1K | 6.75M | 59.26% | ↗ |
| 9 | 2024 | Enrico Bruni Managing Director, Co-Head of Global Markets | 372.9K | 2.24M | 3.63M | — | — | 45.6K | 6.29M | 57.68% | ↗ |
| 10 | 2024 | Justin Peterson Chief Technology Officer | 400.0K | 1.43M | 2.74M | — | — | 41.0K | 4.61M | 59.49% | ↗ |
| 11 | 2024 | Amy Clack Chief Administrative Officer | 156.1K | 2.55M | 1.84M | — | — | 7.8K | 4.56M | 40.39% | ↗ |
| 12 | 2023 | Billy Hult Chief Executive Officer | 750.0K | — | 10.13M | — | 3.38M | 55.9K | 14.31M | 70.78% | ↗ |
| 13 | 2023 | Thomas Pluta Former President | 700.0K | 2.20M | 7.68M | — | — | 20.5K | 10.60M | 72.44% | ↗ |
| 14 | 2023 | Thomas Pluta President | 700.0K | 2.20M | 7.68M | — | — | 20.5K | 10.60M | 72.44% | ↗ |
| 15 | 2023 | Sara Furber Chief Financial Officer | 600.0K | 1.80M | 6.18M | — | — | 17.5K | 8.59M | 71.87% | ↗ |
| 16 | 2023 | Enrico Bruni Managing Director, Head of Europe and Asia Business | 371.2K | 1.75M | 6.06M | — | — | 50.7K | 8.23M | 73.57% | ↗ |
| 17 | 2023 | Enrico Bruni Managing Director, Co-Head of Global Markets | 371.2K | 1.75M | 6.06M | — | — | 50.7K | 8.23M | 73.57% | ↗ |
| 18 | 2023 | Justin Peterson Chief Technology Officer | 400.0K | 1.23M | 5.49M | — | — | 40.8K | 7.15M | 76.71% | ↗ |
| 19 | 2022 | Lee Olesky Chairman of the Board, Former Chief Executive Officer | 770.0K | — | 10.52M | — | 6.04M | 44.3K | 17.37M | 60.54% | ↗ |
| 20 | 2022 | Billy Hult Chief Executive Officer, Former President | 660.0K | — | 4.20M | — | 5.33M | 44.1K | 10.23M | 41.05% | ↗ |
| 21 | 2022 | Billy Hult Chief Executive Officer | 660.0K | — | 4.20M | — | 5.33M | 44.1K | 10.23M | 41.05% | ↗ |
| 22 | 2022 | Enrico Bruni Managing Director, Head of Europe and Asia Business | 412.8K | 2.09M | 1.85M | — | — | 48.0K | 4.40M | 42.06% | ↗ |
| 23 | 2022 | Enrico Bruni Managing Director, Co-Head of Global Markets | 412.8K | 2.09M | 1.85M | — | — | 48.0K | 4.40M | 42.06% | ↗ |
| 24 | 2022 | Sara Furber Chief Financial Officer | 500.0K | 1.00M | 2.30M | — | — | 16.4K | 3.82M | 60.26% | ↗ |
| 25 | 2022 | Justin Peterson Chief Technology Officer | 400.0K | 1.35M | 1.61M | — | — | 38.0K | 3.40M | 47.38% | ↗ |
| 26 | 2021 | Lee Olesky Chief Executive Officer | 770.0K | — | 4.40M | — | 9.56M | 39.2K | 14.77M | 29.79% | ↗ |
| 27 | 2021 | Lee Olesky Chairman of the Board, Former Chief Executive Officer | 770.0K | — | 4.40M | — | 9.56M | 39.2K | 14.77M | 29.79% | ↗ |
| 28 | 2021 | Billy Hult Chief Executive Officer, Former President | 660.0K | — | 3.68M | — | 8.44M | 43.4K | 12.83M | 28.73% | ↗ |
| 29 | 2021 | Billy Hult Chief Executive Officer | 660.0K | — | 3.68M | — | 8.44M | 43.4K | 12.83M | 28.73% | ↗ |
| 30 | 2021 | Billy Hult President | 660.0K | — | 3.68M | — | 8.44M | 43.4K | 12.83M | 28.73% | ↗ |
| 31 | 2021 | Sara Furber Chief Financial Officer | 159.3K | 800.0K | 3.95M | — | — | 210.00 | 4.91M | 80.44% | ↗ |
| 32 | 2021 | Enrico Bruni Managing Director, Head of Europe and Asia Business | 384.8K | 1.95M | 1.40M | — | — | 45.2K | 3.78M | 37.07% | ↗ |
| 33 | 2021 | Justin Peterson Chief Technology Officer | 375.0K | 1.35M | 1.30M | — | — | 37.3K | 3.06M | 42.45% | ↗ |
| 34 | 2021 | Robert Warshaw Former Chief Financial Officer | 400.0K | 1.00M | 869.9K | — | — | 38.1K | 2.31M | 37.69% | ↗ |
| 35 | 2020 | Lee Olesky Chairman of the Board, Former Chief Executive Officer | 770.0K | — | 4.00M | — | 7.50M | 43.0K | 12.31M | 32.49% | ↗ |
| 36 | 2020 | Lee Olesky Chief Executive Officer | 770.0K | — | 4.00M | — | 7.50M | 43.0K | 12.31M | 32.49% | ↗ |
| 37 | 2020 | Billy Hult Chief Executive Officer, Former President | 660.0K | — | 3.35M | — | 6.70M | 44.7K | 10.75M | 31.15% | ↗ |
| 38 | 2020 | Billy Hult President | 660.0K | — | 3.35M | — | 6.70M | 44.7K | 10.75M | 31.15% | ↗ |
| 39 | 2020 | William Hult President | 660.0K | — | 3.35M | — | 6.70M | 44.7K | 10.75M | 31.15% | ↗ |
| 40 | 2020 | Enrico Bruni Managing Director, Head of Europe and Asia Business | 382.9K | 1.84M | 1.25M | — | — | 44.3K | 3.51M | 35.56% | ↗ |
| 41 | 2020 | Justin Peterson Chief Technology Officer | 300.0K | 1.21M | 1,000.0K | — | — | 37.4K | 2.55M | 39.25% | ↗ |
| 42 | 2020 | Robert Warshaw Chief Financial Officer | 400.0K | 980.0K | 814.9K | — | — | 26.2K | 2.22M | 36.69% | ↗ |
| 43 | 2020 | Robert Warshaw Former Chief Financial Officer | 400.0K | 980.0K | 814.9K | — | — | 26.2K | 2.22M | 36.69% | ↗ |
| 44 | 2019 | Lee Olesky Chief Executive Officer | 770.0K | — | 3.39M | — | 7.00M | 48.5K | 11.21M | 30.26% | ↗ |
| 45 | 2019 | William Hult President | 660.0K | — | 2.83M | — | 6.23M | 45.3K | 9.77M | 28.97% | ↗ |
| 46 | 2019 | Billy Hult President | 660.0K | — | 2.83M | — | 6.23M | 45.3K | 9.77M | 28.97% | ↗ |
| 47 | 2019 | Enrico Bruni Managing Director, Head of Europe and Asia Business | 392.1K | 1.72M | 500.0K | — | — | 36.0K | 2.65M | 18.89% | ↗ |
| 48 | 2018 | Lee Olesky Chief Executive Officer | 770.0K | — | 2.95M | 12.51M | 6.40M | 49.2K | 22.68M | 68.17% | ↗ |
| 49 | 2018 | William Hult President | 660.0K | — | 2.46M | 6.70M | 5.70M | 47.0K | 15.57M | 58.85% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| William E. Hult | Chief Executive Officer & Director | 6M | male |
| Sara Hassan Furber | Chief Financial Officer | 3M | female |
| Enrico Bruni | Managing Director & Co-Head of Global Markets | 3M | male |
| Troy Dixon | Managing Director & Co-Head of Global Markets | 3M | male |
| Amy Clack | Chief Administrative Officer & Chief Risk Officer | 3M | female |
| Justin Peterson | Chief Technology Officer | 2M | male |
| James Sun | MD & Head of Asia | — | male |
| Li Renn Tsai | MD and Head of Product & Sales | — | — |
| Sandra Buchanan | Chief People Officer | — | female |
| Devi Shanmugham | Global Head of Compliance | — | female |
| Scott D. Zucker | Chief Risk Officer | — | male |
| Chris Bruner | Chief Product Officer | — | male |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-10-09 | 2025-11-19 | Byron Donalds | FL19 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2025-10-01 | 2026-01-13 | Julia Letlow | LA05 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2025-09-04 | 2025-10-08 | Byron Donalds | FL19 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2025-07-29 | 2026-01-13 | Julia Letlow | LA05 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-03-20 | 2025-04-15 | Byron Donalds | FL19 | — | Purchase | $1,001 - $15,000 | ↗ |
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Community Opinion for TW
Short-term intention
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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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