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Travelzoo (TZOO)

USD10.86 +0.07 (+0.65%)
US NASDAQ Communication Services Advertising Agencies
Address 590 Madison Avenue 10022
New York City, NY, US
CEO Holger Bartel
IPO 2002-08-28
CIK 1133311 ISIN US89421Q2057

Explore sections of this company profile

Description

Travelzoo is an online media platform dedicated to sourcing and disseminating attractive promotions across the travel, entertainment, and local services sectors. It partners with various travel and entertainment companies, as well as local businesses, to offer deals to consumers in North America, Europe, and the Asia Pacific region. The company's primary consumer touchpoints include its website, dedicated mobile applications for both iPhone and Android, the widely recognized "Travelzoo Top 20" email newsletter, and its "Newsflash" email alert service. Furthermore, Travelzoo operates the "Travelzoo Network," a collection of third-party websites that feature its published travel deals. Its "Local Deals" and "Getaway" listings also allow members to purchase vouchers for offers from local establishments such as spas, hotels, and restaurants. Travelzoo collaborates with a diverse range of partners, including airlines, hotels, cruise lines, vacation packagers, tour operators, destination marketing organizations, car rental agencies, travel agents, theater and performing arts groups, restaurants, spas, and various activity companies. Travelzoo Inc. was founded in 1998 and is headquartered in New York City.

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

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD10.86 +0.07 (+0.65%)
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Volume Profile
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Liquidity & share structure
Average Volume
218.3K
Beta
1.30
Float Shares
5.78M
Free Float %
56.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.90% +6.78% +9.40% +66.05% +50.63% +50.42% -16.72% +20.74% -36.85% +32.22% +64.77%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (5 ratings, all time) Buy
Price Targets & DCF
Current price
10.86
Low 8.00 -26.3%
Consensus 10.00 -7.9%
Median 10.00 -7.9%
High 12.00 +10.5%
DCF (Unlevered) 17.06 +57.1%

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

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 3 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
12.00
+10.5%
Last Year 4
14.00
+28.9%
All Time 5
13.60
+25.2%
Quality scores
Altman Z-Score
3.40
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Advertising Agencies: +8.1%
    +9.3% Q1'26: +4.9% (vs Q1'25)
  • EPS growth Advertising Agencies: +38.8%
    -61.3% Q1'26: -11.5% (vs Q1'25)
  • FCF margin FCF growth · Advertising Agencies: +39.2%
    +5.1% Q1'26: +15.8% (vs Q1'25)
  • EBIT margin Advertising Agencies: +7.9%
    +8.4% Q1'26: +14.2% (vs Q1'25)
  • ROIC Advertising Agencies: +6.8%
    Q1'26: -140.9% (vs Q1'25)
  • Share dilution Advertising Agencies: +0.0%
    -10.7% Q1'26: -11.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Advertising Agencies: -1.31×
    1.28× Q1'26: 0.47× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.27) × ERP
WACC = 92% × Ke + 8% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 17.06 Current price: 10.86
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2005
actual
Dec 2006
actual
Dec 2007
actual
Dec 2008
actual
Dec 2009
actual
Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
4 Rev. Ana.
4 EPS Ana.
Dec 2027
4 Rev. Ana.
4 EPS Ana.
Dec 2028
1 Rev. Ana.
2 EPS Ana.
Revenue
50.77M
est: 61.22M (-17.1%)
69.53M
est: 61.91M (+12.3%)
78.91M
est: 115.68M (-31.8%)
81.40M
est: 241.55M (-66.3%)
93.97M
est: 154.58M (-39.2%)
112.78M
est: 80.26M (+40.5%)
148.34M
est: 144.09M (+3.0%)
151.17M
est: 143.65M (+5.2%)
158.23M
est: 138.12M (+14.6%)
142.08M
est: 340.88M (-58.3%)
141.72M
est: 138.23M (+2.5%)
128.55M
est: 128.24M (+0.2%)
106.52M
est: 103.40M (+3.0%)
111.32M
est: 112.00M (-0.6%)
104.93M
est: 113.60M (-7.6%)
53.60M
est: 55.84M (-4.0%)
62.71M
est: 67.09M (-6.5%)
70.60M
est: 67.65M (+4.4%)
84.48M
est: 84.87M (-0.5%)
83.90M
est: 85.31M (-1.7%)
91.72M
est: 92.01M (-0.3%)
99.13M
98.19M – 100.97M
+7.7% YoY
109.46M
105.15M – 113.51M
+10.4% YoY
110.94M
108.15M – 114.07M
+1.4% YoY
EBITDA
15.98M
est: 18.44M (-13.3%)
29.88M
est: 26.56M (+12.5%)
20.82M
est: 29.57M (-29.6%)
13.98M
est: 11.92M (+17.3%)
15.70M
est: 61.36M (-74.4%)
25.90M
est: 20.82M (+24.4%)
17.75M
est: 21.08M (-15.8%)
28.03M
est: 26.62M (+5.3%)
5.26M
est: 4.05M (+30.0%)
23.87M
est: 32.11M (-25.7%)
9.93M
est: 11.53M (-13.9%)
13.60M
est: 12.83M (+6.0%)
6.62M
est: 11.06M (-40.2%)
10.07M
est: 8.76M (+14.9%)
18.20M
est: 9.48M (+92.0%)
-8.95M
est: 4.66M (-292.0%)
505.0K
est: 5.60M (-91.0%)
9.75M
est: 35.59M (-72.6%)
17.47M
est: 17.49M (-0.1%)
19.41M
est: 17.58M (+10.4%)
7.96M
est: 18.96M (-58.0%)
20.43M
20.24M – 20.81M
+7.7% YoY
22.56M
21.67M – 23.39M
+10.4% YoY
22.86M
22.29M – 23.51M
+1.4% YoY
EBIT
15.82M
est: 17.14M (-7.7%)
29.75M
est: 25.40M (+17.2%)
20.62M
est: 27.26M (-24.3%)
13.31M
est: 8.74M (+52.3%)
13.71M
est: 34.33M (-60.1%)
23.51M
est: 18.89M (+24.5%)
15.02M
est: 18.29M (-17.9%)
25.49M
est: 23.92M (+6.6%)
1.16M
est: 1.16M (+0.0%)
17.81M
est: 26.66M (-33.2%)
3.82M
est: 7.82M (-51.1%)
10.19M
est: 10.32M (-1.3%)
4.55M
est: 4.89M (-7.1%)
8.24M
est: 6.75M (+22.1%)
17.04M
est: 6.43M (+165.2%)
-11.15M
est: 3.16M (-453.1%)
-1.31M
est: 3.79M (-134.6%)
7.56M
est: 22.57M (-66.5%)
15.57M
est: 19.63M (-20.7%)
18.50M
est: 19.73M (-6.3%)
7.66M
est: 21.28M (-64.0%)
22.93M
22.71M – 23.35M
+7.7% YoY
25.32M
24.32M – 26.25M
+10.4% YoY
25.66M
25.01M – 26.38M
+1.4% YoY
Net Income
7.96M
est: 9.15M (-13.0%)
16.80M
est: 14.28M (+17.7%)
9.11M
est: 11.50M (-20.8%)
-4.12M
est: -7.03M (+41.4%)
8.62M
est: 32.70M (-73.6%)
13.16M
est: 10.76M (+22.3%)
3.32M
est: 7.67M (-56.7%)
18.20M
est: 17.06M (+6.7%)
-5.01M
est: -4.99M (-0.5%)
16.35M
est: 21.66M (-24.5%)
10.86M
est: 6.85M (+58.7%)
6.63M
est: 6.40M (+3.6%)
3.53M
est: 2.90M (+21.8%)
4.66M
est: 3.40M (+37.2%)
4.16M
est: 6.55M (-36.6%)
-13.42M
est: -10.92M (-22.9%)
911.0K
est: 6.88M (-86.8%)
6.63M
est: 23.18M (-71.4%)
12.37M
est: 10.68M (+15.8%)
13.56M
est: 13.13M (+3.3%)
4.70M
est: 6.17M (-23.8%)
6.22M
5.57M – 11.38M
+0.8% YoY
10.46M
6.57M – 16.44M
+68.3% YoY
10.67M
9.87M – 11.48M
+2.1% YoY
SGA
35.02M
est: 40.67M (-13.9%)
38.73M
est: 32.91M (+17.7%)
56.19M
est: 79.23M (-29.1%)
75.30M
est: 147.53M (-49.0%)
74.64M
est: 116.27M (-35.8%)
82.02M
est: 65.64M (+24.9%)
120.04M
est: 107.70M (+11.5%)
106.93M
est: 101.23M (+5.6%)
116.55M
est: 99.11M (+17.6%)
110.70M
est: 204.99M (-46.0%)
103.22M
est: 103.97M (-0.7%)
93.73M
est: 92.51M (+1.3%)
79.85M
est: 77.78M (+2.7%)
81.82M
est: 87.79M (-6.8%)
69.74M
est: 85.45M (-18.4%)
51.11M
est: 42.00M (+21.7%)
50.05M
est: 50.46M (-0.8%)
50.98M
est: 50.88M (+0.2%)
55.86M
est: 59.53M (-6.2%)
52.53M
est: 59.84M (-12.2%)
64.19M
est: 64.54M (-0.5%)
69.54M
68.88M – 70.83M
+7.7% YoY
76.78M
73.76M – 79.62M
+10.4% YoY
77.82M
75.86M – 80.01M
+1.4% YoY
EPS
0.49
est: 0.69 (-29.0%)
1.08
est: 0.78 (+39.4%)
0.61
est: 1.21 (-49.6%)
-0.29
est: -0.15 (-100.0%)
0.53
est: 0.26 (+107.8%)
0.80
est: 0.41 (+97.5%)
0.20
est: 1.29 (-84.5%)
1.15
est: 1.19 (-3.4%)
-0.33
est: 0.82 (-140.2%)
1.11
est: 0.98 (+13.3%)
0.74
est: 0.53 (+38.9%)
0.47
est: 0.44 (+6.2%)
0.27
est: 0.08 (+237.5%)
0.38
est: 0.32 (+18.8%)
0.35
est: 0.51 (-31.4%)
-1.18
est: -0.85 (-38.8%)
0.08
est: 0.54 (-85.2%)
0.54
est: 0.46 (+18.0%)
0.83
est: 0.93 (-10.6%)
1.08
est: 1.13 (-4.8%)
0.42
est: 0.53 (-21.1%)
0.68
0.49 – 0.99
+28.6% YoY
0.98
0.57 – 1.43
+43.6% YoY
0.93
0.86 – 1.00
-5.3% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-22 Ascendiant Capital Buy Buy Maintain
2026-04-24 Barrington Research Outperform Outperform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-05-27 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-05-26 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-05-22 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-05-21 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-05-20 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-05-19 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-05-18 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-05-15 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-05-14 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-05-13 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-05-12 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-05-11 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-05-08 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-05-07 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-05-06 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-05-05 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-05-04 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-05-01 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-04-30 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-04-29 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-04-28 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-04-27 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-04-24 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-04-23 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-04-22 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-04-21 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-04-20 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-04-17 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5
2026-04-16 C 2/5 1/5 1/5 5/5 1/5 2/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
6.94M
OE per share TTM
0.63
Owner's Yield
5.98%
Maintenance CapEx ratio
4.17%
Maint CapEx / Avg PPE
9.8%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
87
Total invested
22.62M
Insider transactions (90d)
0
Beneficial owners (>5%)
15
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Edward C. Johnson 3d 1.39M 8.72% 1.39M IN United States of America 2012-02-14
2 FMR LLC 1.39M 8.72% 660.00 1.39M HC Delaware 2012-02-14
3 TAX # 742961140 1.07M 6.95% 1.07M 1.07M IA USA, Texas 2014-02-18
4 John H. Lewis 969.6K 8.30% 961.6K IN Citizenship or Place of Organization 2020-02-14
5 Osmium Partners, LLC 961.6K 8.20% 961.6K IA, OO Citizenship or Place of Organization 2020-02-14
6 (1) BlackRock, Inc. 910.2K 5.90% 891.4K 910.2K HC Delaware 2014-01-30
7 Edward Kissel 689.5K 5.60% 689.5K 689.5K HC, IN USA 2022-02-15
8 Forager Capital Management, LLC 689.5K 5.60% 689.5K 689.5K IA Delaware 2022-02-15
9 Robert MacArthur 689.5K 5.60% 689.5K 689.5K HC, IN USA 2022-02-15
10 Andris Upitis 640.8K 5.20% 640.8K 640.8K HC, IN Citizenship or Place of Organization 2024-10-16
11 Ocho Investments LLC 640.8K 5.20% 640.8K 640.8K OO Citizenship or Place of Organization 2024-10-16
12 Osmium Capital, LP 413.3K 3.50% 413.3K PN Citizenship or Place of Organization 2020-02-14
13 Osmium Diamond, LP 231.6K 2.00% 231.6K PN Citizenship or Place of Organization 2020-02-14
14 Osmium Capital II, LP 170.7K 1.50% 170.7K PN Citizenship or Place of Organization 2020-02-14
15 Osmium Spartan, LP 146.1K 1.30% 146.1K PN Citizenship or Place of Organization 2020-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
87
+3 vs prev Q
New positions
20
Closed positions
16
Increased
50
Reduced
27
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 RENAISSANCE TECHNOLOGIES LLC 573.9K -47.3K (-7.6%) 4.09M -2.0M (-33.1%) 4.95% -0.394 pp 0.01% -0.002 pp USD11.68 -39.0% 49 qtrs
2 ACADIAN ASSET MANAGEMENT LLC 475.3K -24.0K (-4.8%) 3.38M -1.5M (-31.1%) 4.10% -0.195 pp 0.01% -0.003 pp USD10.89 -34.6% 38 qtrs
3 BLACKROCK, INC. 412.7K +6.9K (+1.7%) 2.94M -1.1M (-26.3%) 3.56% +0.069 pp 0.00% +0.000 pp USD12.42 -42.7% 6 qtrs
4 VANGUARD GROUP INC 406.1K +1.3K (+0.3%) 2.89M -1.1M (-27.3%) 3.51% +0.021 pp 0.00% +0.000 pp USD12.99 -45.2% 49 qtrs
5 DIMENSIONAL FUND ADVISORS LP 230.3K -28.3K (-10.9%) 1.64M -903.0K (-35.5%) 1.99% -0.238 pp 0.00% 0.000 pp USD12.76 -44.2% 49 qtrs
6 HENNION & WALSH ASSET MANAGEMENT, INC. 224.8K -1.3K (-0.6%) 1.60M -622.3K (-28.0%) 1.94% -0.006 pp 0.06% -0.025 pp USD12.04 -40.9% 8 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 152.5K -5.5K (-3.5%) 1.09M -467.2K (-30.1%) 1.32% -0.044 pp 0.00% +0.000 pp USD12.50 -43.0% 49 qtrs
8 GOLDMAN SACHS GROUP INC 145.8K +91.9K (+170.5%) 1.04M +508.4K (+95.9%) 1.26% +0.795 pp 0.00% +0.000 pp USD9.05 -21.3% 5 qtrs
9 MORGAN STANLEY 142.7K +6.3K (+4.6%) 1.02M -325.2K (-24.2%) 1.23% +0.057 pp 0.00% +0.000 pp USD11.44 -37.8% 49 qtrs
10 JACOBS LEVY EQUITY MANAGEMENT, INC 105.4K -52.5K (-33.3%) 750.1K -801.8K (-51.7%) 0.91% -0.450 pp 0.00% -0.003 pp USD13.44 -47.0% 4 qtrs
11 AQR CAPITAL MANAGEMENT LLC 101.4K +22.5K (+28.5%) 722.3K -53.9K (-6.9%) 0.88% +0.196 pp 0.00% 0.000 pp USD9.23 -22.9% 2 qtrs
12 STATE STREET CORP 86.3K +3.8K (+4.5%) 614.3K -196.9K (-24.3%) 0.74% +0.034 pp 0.00% +0.000 pp USD13.18 -46.0% 19 qtrs
13 BANK OF NEW YORK MELLON CORP 78.5K -1.7K (-2.1%) 558.7K -229.0K (-29.1%) 0.68% -0.012 pp 0.00% 0.000 pp USD11.31 -37.0% 31 qtrs
14 TWO SIGMA INVESTMENTS, LP 77.8K +17.9K (+29.8%) 554.2K -35.4K (-6.0%) 0.67% +0.156 pp 0.00% 0.000 pp USD8.45 -15.7% 11 qtrs
15 STRS OHIO 70.8K +19.0K (+36.7%) 504.1K -5.1K (-1.0%) 0.61% +0.165 pp 0.00% +0.000 pp USD10.65 -33.1% 3 qtrs
16 NORTHERN TRUST CORP 63.9K +6.9K (+12.1%) 455.3K -105.4K (-18.8%) 0.55% +0.061 pp 0.00% +0.000 pp USD12.87 -44.7% 49 qtrs
17 TRUVESTMENTS CAPITAL LLC 61.8K +10.8K (+21.2%) 440.3K -61.1K (-12.2%) 0.53% +0.095 pp 0.08% -0.011 pp USD12.10 -41.2% 5 qtrs
18 SQUAREPOINT OPS LLC 52.3K +36.2K (+224.5%) 372.3K +213.9K (+135.0%) 0.45% +0.313 pp 0.00% +0.000 pp USD8.85 -19.5% 3 qtrs
19 LSV ASSET MANAGEMENT 45.4K +— (+0.0%) 323.0K -123.0K (-27.6%) 0.39% +0.001 pp 0.00% 0.000 pp USD12.19 -41.6% 6 qtrs
20 BRIDGEWAY CAPITAL MANAGEMENT, LLC 42.1K +— (+0.0%) 300.1K -114.2K (-27.6%) 0.36% +0.001 pp 0.01% -0.003 pp USD10.30 -30.9% 44 qtrs
21 CERITY PARTNERS LLC 41.9K -1.5K (-3.6%) 298.4K -128.7K (-30.1%) 0.36% -0.012 pp 0.00% 0.000 pp USD17.66 -59.7% 5 qtrs
22 JANE STREET GROUP, LLC 31.2K +31.2K (+100.0%) 222.3K +222.3K (+100.0%) 0.27% +0.269 pp 0.00% +0.000 pp USD7.12 +0.0% 11 qtrs
23 MAN GROUP PLC 30.7K +1.4K (+4.8%) 218.9K -69.4K (-24.1%) 0.27% +0.013 pp 0.00% 0.000 pp USD15.08 -52.8% 5 qtrs
24 EVERGREEN CAPITAL MANAGEMENT LLC 30.0K +— (+0.0%) 213.6K -81.3K (-27.6%) 0.26% +0.001 pp 0.00% -0.002 pp USD12.73 -44.1% 3 qtrs
25 KOSS-OLINGER CONSULTING, LLC 29.5K -2.7K (-8.3%) 210.0K -200.0K (-48.8%) 0.26% -0.022 pp 0.02% -0.018 pp USD13.63 -47.8% 4 qtrs
26 VOYA INVESTMENT MANAGEMENT LLC 27.2K +8.2K (+43.3%) 193.3K +7.1K (+3.8%) 0.23% +0.071 pp 0.00% +0.000 pp USD9.01 -21.0% 2 qtrs
27 TWO SIGMA ADVISERS, LP 24.3K -7.1K (-22.6%) 173.0K -135.6K (-43.9%) 0.21% -0.061 pp 0.00% 0.000 pp USD8.82 -19.3% 11 qtrs
28 PANAGORA ASSET MANAGEMENT INC 21.9K +— (+0.0%) 155.7K -59.3K (-27.6%) 0.19% +0.001 pp 0.00% 0.000 pp USD12.73 -44.1% 3 qtrs
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 21.6K -870.0 (-3.9%) 153.8K -67.1K (-30.4%) 0.19% -0.007 pp 0.00% +0.000 pp USD11.12 -36.0% 11 qtrs
30 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 20.4K +297.0 (+1.5%) 145.4K -52.4K (-26.5%) 0.18% +0.003 pp 0.00% +0.000 pp USD12.64 -43.7% 3 qtrs
31 CREATIVE PLANNING 20.4K +200.0 (+1.0%) 144.9K -53.2K (-26.8%) 0.18% +0.002 pp 0.00% +0.000 pp USD4.52 +57.5% 13 qtrs
32 TREXQUANT INVESTMENT LP 19.5K -45.3K (-69.8%) 139.1K -497.9K (-78.2%) 0.17% -0.389 pp 0.00% -0.005 pp USD11.45 -37.8% 11 qtrs
33 ENGINEERS GATE MANAGER LP 16.2K -1.3K (-7.4%) 115.6K -56.8K (-32.9%) 0.14% -0.011 pp 0.00% -0.001 pp USD11.16 -36.2% 11 qtrs
34 LAZARD ASSET MANAGEMENT LLC 16.2K +16.2K (+100.0%) 115.1K +115.1K (+100.0%) 0.14% +0.140 pp 0.00% +0.000 pp USD7.12 +0.0% 1 qtrs NEW
35 VERITION FUND MANAGEMENT LLC 15.6K +— (+0.0%) 111.2K -42.3K (-27.6%) 0.13% +0.000 pp 0.00% 0.000 pp USD12.73 -44.1% 3 qtrs
36 ADVISORSHARES INVESTMENTS LLC 12.4K +282.0 (+2.3%) 87.9K -30.7K (-25.9%) 0.11% +0.003 pp 0.01% -0.005 pp USD15.99 -55.5% 5 qtrs
37 RBF CAPITAL, LLC 12.0K -3.0K (-20.0%) 85.4K -62.0K (-42.1%) 0.10% -0.026 pp 0.00% -0.003 pp USD7.49 -4.9% 7 qtrs
38 FMR LLC 11.3K +11.0K (+4,076.0%) 80.6K +77.9K (+2,924.7%) 0.10% +0.095 pp 0.00% +0.000 pp USD7.16 -0.6% 10 qtrs
39 UBS GROUP AG 10.8K -5.9K (-35.3%) 77.1K -87.3K (-53.1%) 0.09% -0.051 pp 0.00% +0.000 pp USD16.45 -56.7% 13 qtrs
40 JAIN GLOBAL LLC 10.3K +10.3K (+100.0%) 73.5K +73.5K (+100.0%) 0.09% +0.089 pp 0.00% +0.000 pp USD7.12 +0.0% 1 qtrs NEW
41 BARCLAYS PLC 9.7K -1.7K (-15.2%) 69.3K -69.0K (-49.9%) 0.08% -0.015 pp 0.00% +0.000 pp USD12.70 -43.9% 6 qtrs
42 QUEST PARTNERS LLC 8.2K +3.7K (+82.8%) 58.1K +14.2K (+32.4%) 0.07% +0.032 pp 0.00% +0.000 pp USD9.62 -26.0% 4 qtrs
43 DEUTSCHE BANK AG\ 7.4K +— (+0.0%) 53.0K -20.2K (-27.6%) 0.06% +0.000 pp 0.00% +0.000 pp USD9.83 -27.6% 2 qtrs
44 WELLS FARGO & COMPANY/MN 6.8K +2.9K (+76.2%) 48.3K +10.5K (+27.6%) 0.06% +0.025 pp 0.00% +0.000 pp USD13.02 -45.3% 5 qtrs
45 RHUMBLINE ADVISERS 6.7K -1.6K (-18.8%) 47.9K -33.5K (-41.2%) 0.06% -0.013 pp 0.00% +0.000 pp USD12.73 -44.1% 3 qtrs
46 LOS ANGELES CAPITAL MANAGEMENT LLC 5.7K -22.9K (-80.1%) 45.9K -235.2K (-83.7%) 0.05% -0.197 pp 0.00% -0.001 pp USD12.73 -44.1% 3 qtrs
47 NEW YORK STATE COMMON RETIREMENT FUND 5.8K +— (+0.0%) 41.3K -15.7K (-27.6%) 0.05% +0.000 pp 0.00% +0.000 pp USD12.73 -44.1% 3 qtrs
48 BANK OF AMERICA CORP /DE/ 5.5K +3.0K (+120.3%) 38.9K +14.5K (+59.6%) 0.05% +0.026 pp 0.00% +0.000 pp USD9.50 -25.1% 49 qtrs
49 ROYAL BANK OF CANADA 3.8K -10.0K (-72.7%) 26.0K -108.0K (-80.6%) 0.03% -0.086 pp 0.00% +0.000 pp USD13.20 -46.1% 11 qtrs
50 STATE OF ALASKA, DEPARTMENT OF REVENUE 3.6K +3.6K (+100.0%) 25.0K +25.0K (+100.0%) 0.03% +0.031 pp 0.00% +0.000 pp USD7.12 +0.0% 1 qtrs NEW
51 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 3.0K +88.0 (+3.0%) 21.7K -7.4K (-25.4%) 0.03% +0.001 pp 0.00% +0.000 pp USD12.57 -43.4% 3 qtrs
52 ADVISOR GROUP HOLDINGS, INC. 2.7K -7.7K (-73.8%) 19.5K -83.1K (-81.0%) 0.02% -0.066 pp 0.00% 0.000 pp USD9.96 -28.5% 7 qtrs
53 JPMORGAN CHASE & CO 2.7K +168.0 (+6.7%) 19.2K -5.6K (-22.8%) 0.02% +0.002 pp 0.00% +0.000 pp USD12.39 -42.5% 20 qtrs
54 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 2.5K +— (+0.0%) 17.6K -6.7K (-27.6%) 0.02% +0.000 pp 0.00% +0.000 pp USD9.83 -27.6% 2 qtrs
55 BNP PARIBAS ARBITRAGE, SNC 1.8K +615.0 (+50.0%) 13.1K +1.0K (+8.6%) 0.02% +0.005 pp 0.00% +0.000 pp USD9.78 -27.2% 5 qtrs
56 TOWER RESEARCH CAPITAL LLC (TRC) 1.5K +270.0 (+22.4%) 10.5K -1.3K (-11.3%) 0.01% +0.002 pp 0.00% 0.000 pp USD9.85 -27.7% 8 qtrs
57 SIMPLEX TRADING, LLC 1.5K +1.5K (+100.0%) 10.4K +10.4K (+100.0%) 0.01% +0.013 pp 0.00% +0.000 pp USD7.12 +0.0% 10 qtrs
58 RUSSELL INVESTMENTS GROUP, LTD. 1.3K +726.0 (+122.4%) 9.4K +3.6K (+61.1%) 0.01% +0.006 pp 0.00% +0.000 pp USD8.34 -14.6% 2 qtrs
59 PRIVATE WEALTH ASSET MANAGEMENT, LLC 1.2K -650.0 (-35.1%) 8.5K -9.6K (-53.0%) 0.01% -0.006 pp 0.00% -0.001 pp USD11.08 -35.7% 3 qtrs
60 CWM, LLC 1.0K -869.0 (-46.5%) 7.0K -11.0K (-61.1%) 0.01% -0.008 pp 0.00% +0.000 pp USD9.83 -27.6% 2 qtrs
61 CITIGROUP INC 904.00 -1.1K (-55.7%) 6.4K -13.6K (-67.9%) 0.01% -0.010 pp 0.00% +0.000 pp USD12.57 -43.4% 9 qtrs
62 LEGAL & GENERAL GROUP PLC 704.00 +— (+0.0%) 5.0K -1.9K (-27.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD12.73 -44.1% 3 qtrs
63 AMERITAS INVESTMENT PARTNERS, INC. 649.00 +— (+0.0%) 4.6K -1.8K (-27.6%) 0.01% +0.000 pp 0.00% 0.000 pp USD12.73 -44.1% 3 qtrs
64 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 381.00 -16.0 (-4.0%) 2.7K -1.2K (-30.5%) 0.00% 0.000 pp 0.00% +0.000 pp USD12.72 -44.0% 3 qtrs
65 EVERSOURCE WEALTH ADVISORS, LLC 270.00 +226.0 (+513.6%) 1.9K +1.5K (+343.9%) 0.00% +0.002 pp 0.00% +0.000 pp USD7.56 -5.8% 2 qtrs
66 MARQUETTE ASSET MANAGEMENT, LLC 207.00 +94.0 (+83.2%) 1.5K +363.0 (+32.7%) 0.00% +0.001 pp 0.00% +0.000 pp USD8.59 -17.1% 2 qtrs
67 AMALGAMATED BANK 195.00 -22.0 (-10.1%) 1.0K -1.0K (-50.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD12.72 -44.0% 3 qtrs
68 PHYSICIAN WEALTH ADVISORS, INC. 72.00 +72.0 (+100.0%) 513.00 +513.0 (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD7.11 +0.1% 1 qtrs NEW
69 PNC FINANCIAL SERVICES GROUP, INC. 67.00 +57.0 (+570.0%) 477.00 +379.0 (+386.7%) 0.00% +0.001 pp 0.00% +0.000 pp USD7.51 -5.2% 2 qtrs
70 STERLING CAPITAL MANAGEMENT LLC 41.00 +26.0 (+173.3%) 292.00 +145.0 (+98.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.15 -22.2% 3 qtrs
71 ALLWORTH FINANCIAL LP 24.00 -15.0 (-38.5%) 171.00 -213.0 (-55.5%) 0.00% 0.000 pp 0.00% +0.000 pp USD9.79 -27.3% 2 qtrs
72 JONES FINANCIAL COMPANIES LLLP 8.00 +8.0 (+100.0%) 57.00 +57.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD7.00 +1.7% 1 qtrs NEW
73 TRANSAMERICA FINANCIAL ADVISORS, INC. 8.00 +8.0 (+100.0%) 57.00 +57.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD7.00 +1.7% 1 qtrs NEW
74 FARTHER FINANCE ADVISORS, LLC 7.00 +7.0 (+100.0%) 50.00 +50.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD7.00 +1.7% 1 qtrs NEW
75 ROTHSCHILD INVESTMENT LLC 6.00 +6.0 (+100.0%) 43.00 +43.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD7.00 +1.7% 1 qtrs NEW
76 MAI CAPITAL MANAGEMENT 4.00 +4.0 (+100.0%) 29.00 +29.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD7.00 +1.7% 1 qtrs NEW
77 FORTITUDE FAMILY OFFICE, LLC 4.00 +— (+0.0%) 28.00 -11.0 (-28.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.75 -27.0% 2 qtrs
78 SBI SECURITIES CO., LTD. 2.00 +— (+0.0%) 14.00 -6.0 (-30.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD12.50 -43.0% 3 qtrs
79 IFP ADVISORS, INC 2.00 +2.0 (+100.0%) 14.00 +14.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD7.00 +1.7% 1 qtrs NEW
80 CLEARSTEAD ADVISORS, LLC 1.00 -46.0 (-97.9%) 8.00 -455.0 (-98.3%) 0.00% 0.000 pp 0.00% +0.000 pp USD9.00 -20.9% 2 qtrs
81 TRUE WEALTH DESIGN, LLC 1.00 -17.0 (-94.4%) 8.00 -169.0 (-95.5%) 0.00% 0.000 pp 0.00% 0.000 pp USD9.00 -20.9% 2 qtrs
82 SUNBELT SECURITIES, INC. 1.00 +1.0 (+100.0%) 7.00 +7.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD7.00 +1.7% 1 qtrs NEW
83 FEDERATION DES CAISSES DESJARDINS DU QUEBEC -145.0 (-100.0%) -1.4K (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 2 qtrs SOLD
84 QUARRY LP -2.6K (-100.0%) -25.7K (-100.0%) 0.00% -0.023 pp 0.00% -0.006 pp USD 2 qtrs SOLD
85 PHARVISION ADVISERS, LLC -15.2K (-100.0%) -149.3K (-100.0%) 0.00% -0.131 pp 0.00% -0.084 pp USD 2 qtrs SOLD
86 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP -32.7K (-100.0%) -321.3K (-100.0%) 0.00% -0.281 pp 0.00% 0.000 pp USD 5 qtrs SOLD
87 ARISTIDES CAPITAL LLC -10.8K (-100.0%) -105.9K (-100.0%) 0.00% -0.093 pp 0.00% -0.015 pp USD 2 qtrs SOLD
88 MARSHALL WACE, LLP -36.5K (-100.0%) -359.1K (-100.0%) 0.00% -0.314 pp 0.00% 0.000 pp USD 10 qtrs SOLD
89 OCCUDO QUANTITATIVE STRATEGIES LP -13.0K (-100.0%) -128.1K (-100.0%) 0.00% -0.112 pp 0.00% -0.016 pp USD 3 qtrs SOLD
90 O'SHAUGHNESSY ASSET MANAGEMENT, LLC -36.8K (-100.0%) -361.6K (-100.0%) 0.00% -0.317 pp 0.00% -0.002 pp USD 8 qtrs SOLD
91 ADVISORY SERVICES NETWORK, LLC -7.0 (-100.0%) -69.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
92 MILLENNIUM MANAGEMENT LLC -10.8K (-100.0%) -105.7K (-100.0%) 0.00% -0.093 pp 0.00% +0.000 pp USD 12 qtrs SOLD
93 RITHOLTZ WEALTH MANAGEMENT -14.6K (-100.0%) -143.4K (-100.0%) 0.00% -0.126 pp 0.00% -0.003 pp USD 7 qtrs SOLD
94 SRS CAPITAL ADVISORS, INC. -219.0 (-100.0%) -2.2K (-100.0%) 0.00% -0.002 pp 0.00% +0.000 pp USD 2 qtrs SOLD
95 LPL FINANCIAL LLC -27.2K (-100.0%) -267.7K (-100.0%) 0.00% -0.234 pp 0.00% 0.000 pp USD 2 qtrs SOLD
96 STATE OF WYOMING -25.8K (-100.0%) -253.8K (-100.0%) 0.00% -0.222 pp 0.00% -0.029 pp USD 5 qtrs SOLD
97 CITADEL ADVISORS LLC -73.0K (-100.0%) -717.8K (-100.0%) 0.00% -0.629 pp 0.00% 0.000 pp USD 3 qtrs SOLD
98 SUMMIT WEALTH GROUP LLC / CO -2.3K (-100.0%) -508.9K (-100.0%) 0.00% -0.020 pp 0.00% -0.056 pp USD 2 qtrs SOLD
99 R SQUARED LTD -17.2K (-100.0%) -168.9K (-100.0%) 0.00% -0.148 pp 0.00% -0.073 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 20 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.02% 267.0K 0.60%
2 U.S. Micro Cap Portfolio ETF DFMC 0.01% 480.3K 0.43%
3 Invesco BuyBack Achievers ETF PKW 0.00% 74.1K 0.62%
4 Vanguard Russell 2000 Growth ETF VTWG 0.00% 65.3K 0.06%
5 Dimensional - US Small Cap ETF DFAS 0.00% 362.0K 0.26%
6 Vanguard Russell 2000 ETF VTWO 0.00% 329.5K 0.06%
7 Vanguard Extended Market ETF VXF 0.00% 759.9K 0.05%
8 Dimensional - US Core Equity 1 ETF DCOR 0.00% 4.4K 0.14%
9 Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO 0.00% 1.1K 0.17%
10 Vanguard U.S. Total Market Index ETF VUN.TO 0.00% 15.2K 0.17%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
3
Sells
0
Shares acquired
200.0K
Shares disposed
Cash buys
3.00
Cash sales
Net activity
+200,000
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-02-24 BARTEL HOLGER Director / Officer P-Purchase A Common Stock 40,000 5.43 217.2K 200,000 D
2026-02-23 BARTEL HOLGER Director / Officer P-Purchase A Common Stock 100,000 5.49 549.0K 160,000 D
2026-02-20 BARTEL HOLGER Director / Officer P-Purchase A Common Stock 60,000 5.18 310.8K 60,000 D
2025-12-26 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 40,000 6.97 278.8K 3,662,696 I
2025-12-23 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 20,000 7.01 140.2K 3,702,696 I
2025-12-22 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 22,500 7.08 159.3K 3,722,696 I
2025-12-15 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 15,000 7.56 113.4K 3,745,196 I
2025-12-11 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 5,000 7.09 35.5K 3,760,196 I
2025-12-01 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 7,500 7.00 52.5K 3,765,196 I
2025-11-26 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 5,000 7.01 35.1K 3,772,696 I
2025-11-12 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 5,000 7.53 37.7K 3,777,696 I
2025-11-04 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 10,000 7.75 77.5K 3,782,696 I
2025-09-26 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 25,000 10.06 251.5K 3,792,696 I
2025-09-24 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 20,000 10.51 210.2K 3,817,696 I
2025-09-23 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 7,500 10.48 78.6K 3,837,696 I
2025-09-15 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 20,000 9.53 190.6K 3,845,196 I
2025-09-11 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 15,000 9.58 143.7K 3,865,196 I
2025-09-08 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 10,000 9.85 98.5K 3,880,196 I
2025-09-02 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 5,000 9.95 49.8K 3,890,196 I
2025-08-29 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 7,500 9.94 74.6K 3,895,196 I
2025-08-28 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 7,500 9.89 74.2K 3,902,696 I
2025-08-27 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 2,500 9.91 24.8K 3,910,196 I
2025-08-22 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 22,500 10.04 225.9K 3,912,696 I
2025-08-21 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 32,500 9.55 310.4K 3,935,196 I
2025-08-13 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 3,700 10.51 38.9K 3,967,696 I
2025-08-12 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 20,000 10.14 202.8K 3,971,396 I
2025-08-01 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 6,300 9.59 60.4K 3,991,396 I
2025-07-31 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 17,500 10.27 179.7K 3,997,696 I
2025-07-30 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 30,000 10.19 305.7K 4,015,196 I
2025-07-29 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 10,000 10.35 103.5K 4,045,196 I
2025-07-28 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 7,500 11.08 83.1K 4,055,196 I
2025-06-27 Ciocca Christina Sindoni Director / Officer M-Exempt D Stock Option (Right-to-Buy) 25,000 4.96 124.0K 100,000 D
2025-06-27 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 76,500 13.15 1.01M 4,062,696 I
2025-06-25 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 11,000 12.81 140.9K 4,139,196 I
2025-06-20 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 2,500 12.42 31.1K 4,150,196 I
2025-06-18 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 10,000 12.59 125.9K 4,152,696 I
2025-06-16 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 10,000 12.66 126.6K 4,162,696 I
2025-06-11 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 25,000 13.84 346.0K 4,172,696 I
2025-06-02 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 5,000 12.73 63.7K 4,197,696 I
2025-05-30 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 22,500 13.81 310.7K 4,202,696 I
2025-05-29 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 18,500 13.41 248.1K 4,225,196 I
2025-05-28 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 2,000 13.54 27.1K 4,243,696 I
2025-05-15 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 2,000 13.91 27.8K 4,245,696 I
2025-05-14 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 2,500 14.57 36.4K 4,247,696 I
2025-05-13 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 11,250 14.49 163.0K 4,250,196 I
2025-05-02 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 33,750 14.22 479.9K 4,261,446 I
2025-05-01 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 2,500 14.43 36.1K 4,295,196 I
2025-03-31 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 25,000 13.35 333.8K 4,297,696 I
2025-03-24 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 32,500 14.33 465.7K 4,322,696 I
2025-03-17 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 5,000 14.54 72.7K 4,355,196 I
2025-03-14 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 22,500 14.52 326.7K 4,360,196 I
2025-03-07 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 40,000 15.26 610.4K 4,382,696 I
2025-03-05 BARTEL HOLGER Director / Officer S-Sale D Common Stock 4,000 15.42 61.7K 0 D
2025-02-28 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 10,000 16.18 161.8K 4,422,696 I
2025-02-27 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 10,000 15.77 157.7K 4,432,696 I
2024-12-23 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 20,000 19.60 392.0K 4,442,696 I
2024-12-20 BARTEL HOLGER Director / Officer S-Sale D Common Stock 23,057 19.73 454.9K 4,000 D
2024-12-17 BARTEL HOLGER Director / Officer S-Sale D Common Stock 12,188 20.66 251.8K 27,057 D
2024-12-16 BARTEL HOLGER Director / Officer S-Sale D Common Stock 14,508 19.74 286.4K 39,245 D
2024-12-12 BARTEL HOLGER Director / Officer M-Exempt D Stock Option (Right-to-Buy) 100,000 8.14 814.0K 400,000 D
2024-12-09 BARTEL HOLGER Director / Officer M-Exempt A Common Stock 27,196 8.14 221.4K 27,196 D
2024-12-05 Ciocca Christina Sindoni Director / Officer S-Sale D Common Stock 11,000 20.17 221.9K 33,623 D
2024-11-29 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 30,000 20.25 607.5K 4,462,696 I
2024-11-11 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 52,500 18.29 960.2K 4,492,696 I
2024-11-08 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 32,500 17.29 561.9K 4,545,196 I
2024-11-07 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 60,000 17.28 1.04M 4,577,696 I
2024-11-01 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 10,000 18.14 181.4K 4,637,696 I
2024-10-30 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 27,500 17.38 478.0K 4,647,696 I
2024-10-28 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 42,500 17.39 739.1K 4,675,196 I
2024-10-25 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 30,000 15.39 461.7K 4,717,696 I
2024-10-24 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 90,000 15.14 1.36M 4,747,696 I
2024-10-23 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 10,000 15.02 150.2K 4,837,696 I
2024-09-27 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 27,500 12.59 346.2K 4,847,696 I
2024-09-26 BARTEL HOLGER Director / Officer S-Sale D Common Stock 100,000 11.44 1.14M 0 D
2024-09-26 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 10,000 12.54 125.4K 4,875,196 I
2024-09-25 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 37,500 12.89 483.4K 4,885,196 I
2024-09-24 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 37,500 12.99 487.1K 4,922,696 I
2024-09-19 Ciocca Christina Sindoni Director / Officer S-Sale D Common Stock 4,358 14.05 61.2K 52,553 D
2024-09-18 BARTEL HOLGER Director / Officer S-Sale D Common Stock 100,000 11.44 1.14M 100,000 D
2024-09-18 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 15,000 14.72 220.8K 4,960,196 I
2024-09-13 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 12,500 15.06 188.3K 4,975,196
2024-08-29 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 25,000 12.09 302.3K 4,987,696
2024-08-20 BARTEL HOLGER Director / Officer S-Sale D Common Stock 30,000 12.41 372.3K 200,000
2024-08-19 BARTEL HOLGER Director / Officer S-Sale D Common Stock 30,000 12.26 367.8K 230,000
2024-08-16 BARTEL HOLGER Director / Officer S-Sale D Common Stock 20,000 11.91 238.2K 260,000
2024-08-12 BARTEL HOLGER Director / Officer S-Sale D Common Stock 2,500 10.65 26.6K 280,000
2024-08-09 BARTEL HOLGER Director / Officer S-Sale D Common Stock 4,500 10.30 46.4K 282,500
2024-08-09 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 6,175 10.63 65.6K 5,012,696
2024-08-08 Ciocca Christina Sindoni Director / Officer M-Exempt D Stock Option (Right-to-Buy) 75,000 4.96 372.0K 125,000
2024-08-08 BARTEL HOLGER Director / Officer S-Sale D Common Stock 15,534 10.12 157.2K 287,000
2024-08-08 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 15,000 10.50 157.5K 5,018,871
2024-08-06 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 3,500 9.32 32.6K 5,033,871
2024-08-01 BARTEL HOLGER Director / Officer S-Sale D Common Stock 13,466 10.19 137.2K 302,534
2024-07-30 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 22,500 10.16 228.6K 5,037,371
2024-06-27 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 15,000 7.60 114.0K 5,059,871
2024-06-26 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 15,000 7.83 117.5K 5,074,871
2024-06-25 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 25,000 7.80 195.0K 5,089,871
2024-06-17 BARTEL HOLGER Officer D-Return D Common Stock 200,000 7.66 1.53M 316,000
2024-06-13 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 5,000 7.82 39.1K 5,114,871
2024-05-31 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 22,500 7.80 175.5K 5,119,871
2024-05-30 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 17,500 7.71 134.9K 5,142,371
2024-05-21 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 20,000 8.37 167.4K 5,159,871
2024-05-20 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 20,000 8.51 170.2K 5,179,871
2024-05-17 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 2,500 8.36 20.9K 5,199,871
2024-05-15 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 20,000 8.27 165.4K 5,202,371
2024-04-26 BARTEL HOLGER Officer A-Award A Stock Option (Right-to-Buy) 600,000 8.58 5.15M 1,200,000
2024-03-20 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 43,431 10.58 459.5K 5,222,371
2024-03-19 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 32,500 10.53 342.2K 5,265,802
2024-03-18 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 22,500 10.20 229.5K 5,298,302
2024-03-15 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 12,500 10.25 128.1K 5,320,802
2024-03-13 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 30,000 10.10 303.0K 5,333,302
2024-03-12 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 17,500 9.69 169.6K 5,363,302
2024-03-11 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 12,500 9.82 122.8K 5,380,802
2024-03-06 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 10,000 8.71 87.1K 5,393,302
2024-03-05 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 37,500 8.39 314.6K 5,403,302
2024-03-04 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 18,000 8.52 153.4K 5,440,802
2023-12-11 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 80,000 10.01 800.8K 5,458,802
2023-12-08 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 15,000 9.68 145.2K 5,538,802
2023-12-07 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 50,000 9.76 488.0K 5,553,802
2023-12-04 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 50,000 10.14 507.0K 5,603,802
2023-11-30 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 30,000 9.84 295.2K 5,653,802
2023-11-29 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 50,000 9.18 459.0K 5,683,802
2023-11-28 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 35,000 9.07 317.5K 5,733,802
2023-11-27 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 70,000 9.34 653.8K 5,768,802
2023-11-20 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 50,000 9.13 456.5K 5,838,802
2023-11-17 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 65,000 8.73 567.5K 5,888,802
2023-11-16 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 50,000 8.21 410.5K 5,953,802
2023-11-15 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 35,000 8.34 291.9K 6,003,802
2023-11-14 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 10,000 8.35 83.5K 6,038,802
2023-11-13 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 50,000 8.00 400.0K 6,048,802
2023-11-10 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 60,000 7.97 478.2K 6,098,802
2023-11-09 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 35,000 7.93 277.6K 6,158,802
2023-11-08 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 45,000 7.96 358.2K 6,193,802
2023-11-07 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 46,000 8.01 368.5K 6,238,802
2023-11-06 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 25,000 8.01 200.3K 6,284,802
2023-11-03 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 35,000 7.76 271.6K 6,309,802
2023-11-02 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 70,000 7.18 502.6K 6,344,802
2023-11-01 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 60,000 7.05 423.0K 6,414,802
2023-10-31 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 65,000 6.99 454.4K 6,474,802
2023-10-30 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 110,000 7.12 783.2K 6,539,802
2023-10-27 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 50,000 6.95 347.5K 6,649,802
2023-10-26 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 30,000 6.87 206.1K 6,699,802
2023-10-20 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 5,000 5.19 26.0K 6,729,802
2023-10-18 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 10,000 5.24 52.4K 6,734,802
2023-10-11 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 6,500 5.32 34.6K 6,744,802
2023-10-10 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 5,000 5.43 27.2K 6,751,302
2023-10-06 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 25,582 5.53 141.5K 6,756,302
2023-10-03 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 10,500 5.40 56.7K 6,781,884
2023-09-29 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 10,600 5.83 61.8K 6,792,384
2023-09-28 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 17,645 6.03 106.4K 6,802,984
2023-09-22 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 30,022 6.20 186.1K 6,820,629
2023-09-21 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 16,126 6.12 98.7K 6,850,651
2023-09-20 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 41,500 6.10 253.2K 6,866,777
2023-09-19 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 20,000 6.14 122.8K 6,908,277
2023-09-18 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 33,375 6.06 202.3K 6,928,277
2023-09-11 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 15,000 6.26 93.9K 6,961,652
2023-09-08 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 10,944 6.52 71.4K 6,976,652
2023-09-07 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 35,000 6.73 235.6K 6,987,596
2023-08-29 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 4,000 7.15 28.6K 7,022,596
2023-08-28 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 6,000 7.02 42.1K 7,026,596
2023-08-25 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 18,000 6.79 122.2K 7,032,596
2023-08-23 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 18,809 7.00 131.7K 7,050,596
2023-08-22 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 56,560 6.71 379.5K 7,069,405
2023-08-14 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 13,714 6.54 89.7K 7,125,965
2023-08-11 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 19,750 6.80 134.3K 7,139,679
2023-08-10 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 5,200 7.00 36.4K 7,159,429
2023-08-08 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 42,500 7.10 301.8K 7,164,629
2023-08-07 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 85,000 7.39 628.2K 7,164,629
2023-08-04 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 85,000 7.39 628.2K 7,207,129
2023-08-03 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 10,000 7.78 77.8K 7,337,129
2023-08-02 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 10,000 7.78 77.8K 7,337,129
2023-08-01 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 15,000 8.17 122.6K 7,347,129
2023-07-31 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 55,000 8.22 452.1K 7,362,129
2023-06-28 BARTEL RALPH 10% Owner S-Sale D Common Stock 42,807 8.69 372.0K 7,417,129
2023-06-27 BARTEL RALPH 10% Owner S-Sale D Common Stock 32,500 8.79 285.7K 7,459,936
2023-06-26 BARTEL RALPH 10% Owner S-Sale D Common Stock 1,000 8.76 8.8K 7,492,436
2023-06-22 BARTEL RALPH 10% Owner S-Sale D Common Stock 7,500 9.26 69.5K 7,493,436
2023-06-20 BARTEL RALPH 10% Owner S-Sale D Common Stock 22,500 9.41 211.7K 7,500,936
2023-06-14 BARTEL RALPH 10% Owner S-Sale D Common Stock 5,000 9.47 47.4K 7,523,436
2023-06-13 BARTEL RALPH 10% Owner S-Sale D Common Stock 2,500 10.00 25.0K 7,528,436
2023-06-12 BARTEL RALPH 10% Owner S-Sale D Common Stock 7,500 10.08 75.6K 7,530,936
2023-06-09 BARTEL RALPH 10% Owner S-Sale D Common Stock 32,693 9.82 321.0K 7,538,436
2023-06-09 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 32,693 9.82 321.0K 7,417,129
2023-06-08 BARTEL RALPH 10% Owner S-Sale D Common Stock 17,635 10.25 180.8K 7,571,129
2023-06-08 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 17,635 10.25 180.8K 7,449,822
2023-06-07 Ciocca Christina Sindoni Director / Officer M-Exempt A Common Stock 20,075 3.49 70.1K 32,363
2023-06-07 BARTEL RALPH 10% Owner S-Sale D Common Stock 51,114 10.17 519.8K 7,588,764
2023-06-07 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 51,114 10.17 519.8K 7,467,457
2023-06-01 Ciocca Christina Sindoni Director A-Award A Stock Option (Right-to-Buy) 200,000 4.96 992.0K 275,000
2023-05-24 BARTEL RALPH 10% Owner M-Exempt D Stock Option (Right-to-Buy) 200,000 3.49 698.0K 0
2023-05-23 BARTEL RALPH 10% Owner S-Sale D Common Stock 7,659 8.91 68.2K 7,518,571
2023-05-22 BARTEL RALPH 10% Owner S-Sale D Common Stock 6,019 8.65 52.1K 7,526,230
2023-05-19 BARTEL RALPH 10% Owner S-Sale D Common Stock 5,000 9.04 45.2K 7,532,249
2023-05-10 BARTEL RALPH 10% Owner S-Sale D Common Stock 25,000 8.05 201.3K 7,537,249
2023-05-09 BARTEL RALPH 10% Owner S-Sale D Common Stock 15,000 7.85 117.8K 7,562,249
2023-05-08 BARTEL RALPH 10% Owner S-Sale D Common Stock 39,056 7.63 298.0K 7,577,249
2023-05-04 BARTEL RALPH 10% Owner S-Sale D Common Stock 15,000 7.61 114.2K 7,616,305
2023-05-02 BARTEL RALPH 10% Owner S-Sale D Common Stock 3,715 8.13 30.2K 7,631,305
2023-05-01 BARTEL RALPH 10% Owner S-Sale D Common Stock 26,500 8.06 213.6K 7,660,020
2023-05-01 AZZURRO CAPITAL INC 10% Owner S-Sale D Common Stock 25,000 7.85 196.3K 7,518,571

Executive team

Top executives
EBIT / Employee
33.7K
Shares Outstanding
10.28M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Holger Bartel Global Chief Executive Officer Head of Strategy 490.8K 95.8K 586.6K 0.00%
2 2025 Christina Sindoni Ciocca Chief Membership Officer and General Counsel 460.1K 1.5K 461.6K 0.00%
3 2025 Lijun Qi Chief Accounting Officer 120.8K 25.0K 1.5K 147.3K 0.00%
4 2024 Holger Bartel Global Chief Executive Officer Head of Strategy 476.3K 100.0K 2.44M 3.01M 80.88%
5 2024 Christina Sindoni Ciocca General Counsel and Head of Global Functions 427.8K 1.5K 429.3K 0.00%
6 2024 Christina Sindoni Ciocca Chief Membership Officer and General Counsel 427.8K 1.5K 429.3K 0.00%
7 2024 Lijun Qi Chief Accounting Officer 206.5K 80.5K 1.5K 288.5K 0.00%
8 2023 Christina Sindoni Ciocca General Counsel and Head of Global Functions 358.3K 556.0K 1.5K 915.8K 60.72%
9 2023 Holger Bartel Global Chief Executive Officer Head of Strategy 461.3K 100.0K 561.3K 0.00%
10 2023 Wayne Lee Former Chief Financial Officer 132.7K 132.7K 0.00%
11 2022 Holger Bartel Global Chief Executive Officer 450.0K 100.0K 1.73M 2.28M 75.88%
12 2022 Holger Bartel Global Chief Executive Officer Head of Strategy 450.0K 100.0K 1.73M 2.28M 75.88%
13 2022 Christina Sindoni Ciocca General Counsel and Head of Global Functions 335.0K 1.5K 336.5K 0.00%
14 2022 Lisa Su Former Chief Accounting Officer 220.1K 1.5K 221.6K 0.00%
15 2022 Wayne Lee Former Chief Financial Officer 152.5K 152.5K 0.00%
16 2021 Lisa Su Former Chief Accounting Officer 300.0K 50.0K 1.5K 351.5K 0.00%
17 2021 Holger Bartel Global Chief Executive Officer 232.0K 232.0K 0.00%
18 2021 Michele Huiban Former Chief Financial Officer 99.9K 28.5K 128.5K 0.00%
19 2021 Michèle Huiban Chief Financial Officer 99.9K 28.5K 128.5K 0.00%
20 2021 Lisa Su Chief Accounting Officer 300.0K 50.0K 1.5K 51.5K 0.00%
21 2020 Holger Bartel Global Chief Executive Officer 208.0K 5.85M 6.06M 96.57%
22 2020 Lisa Su Chief Accounting Officer 268.3K 6.5K 392.8K 1.5K 669.1K 58.70%
23 2020 Michael Peterson Chief Technology Officer 95.9K 1.5K 97.4K 0.00%
24 2019 Holger Bartel Global Chief Executive Officer 232.0K 250.0K 482.0K 0.00%
25 2019 Michael Peterson Chief Technology Officer 350.0K 37.5K 25.0K 1.5K 414.0K 0.00%
26 2019 Lisa Su Chief Accounting Officer 260.5K 50.0K 50.0K 3.8K 364.3K 0.00%
27 2019 Rachel Barnett Former Director and General Counsel 48.6K 75.0K 33.7K 157.3K 0.00%
28 2018 Michael Peterson Chief Technology Officer 183.8K 27.5K 404.8K 1.5K 617.5K 65.55%
29 2018 Rachel Barnett Director and former General Counsel 350.0K 241.7K 3.7K 595.4K 40.59%
30 2018 Rachel Barnett Former Director and General Counsel 350.0K 241.7K 3.7K 595.4K 40.59%
31 2018 Glen Ceremony Former Chief Financial Officer 388.4K 33.3K 33.3K 1.5K 456.5K 0.00%
32 2018 Lisa Su Principal Accounting Officer 241.0K 43.8K 50.0K 6.3K 341.1K 0.00%
33 2018 Lisa Su Chief Accounting Officer 241.0K 43.8K 50.0K 6.3K 341.1K 0.00%
34 2018 Holger Bartel Global Chief Executive Officer 232.0K 232.0K 0.00%
35 2017 Holger Bartel Global Chief Executive Officer 142.5K 1.24M 90.1K 1.47M 84.23%
36 2017 Glen Ceremony Chief Financial Officer 470.0K 62.5K 50.0K 4.0K 586.5K 0.00%
37 2017 Glen Ceremony Former Chief Financial Officer 470.0K 62.5K 50.0K 4.0K 586.5K 0.00%
38 2017 Michael Stitt President, North America 320.0K 108.0K 58.0K 17.2K 503.2K 0.00%
39 2017 Vivian Hong President, Asia Pacific 312.0K 170.2K 482.2K 0.00%
40 2017 Christian Smart General Manager, Germany 225.6K 121.7K 45.9K 393.1K 0.00%
41 2017 Rachel Barnett Director and former General Counsel 316.9K 20.7K 3.8K 341.5K 0.00%
42 2017 Rachel Barnett General Counsel and Director 316.9K 20.7K 3.8K 341.5K 0.00%
43 2016 Michael Stitt President, North America 320.0K 58.0K 472.9K 14.5K 1.5K 866.9K 54.55%
44 2016 Richard Singer President, Europe 246.0K 236.5K 179.6K 20.0K 682.1K 34.66%
45 2016 Glen Ceremony Chief Financial Officer 470.0K 62.5K 53.3K 4.2K 590.0K 0.00%
46 2016 Vivian Hong President, Asia Pacific 347.0K 15.1K 7.5K 369.6K 0.00%
47 2016 Holger Bartel Chairman of the Board and Global Chief Executive Officer 231.7K 231.7K 0.00%
48 2016 Holger Bartel Global Chief Executive Officer 231.7K 231.7K 0.00%
49 2015 Holger Bartel Chairman of the Board and Global Chief Executive Officer 1.77M 231.7K 2.00M 88.41%
50 2015 Holger Bartel Global Chief Executive Officer 1.77M 231.7K 2.00M 88.41%
51 2015 Christopher Loughlin Chief Executive Officer 600.0K 235.6K 601.5K 1.44M 0.00%
52 2015 Simon Talling-Smith President, Products & Emerging Business 402.5K 50.0K 135.2K 239.5K 827.2K 0.00%
53 2015 Richard Singer President, Europe 305.7K 289.1K 27.9K 622.8K 0.00%
54 2015 Glen Ceremony Chief Financial Officer 470.0K 81.8K 3.9K 555.7K 0.00%
55 2015 Vivian Hong President, Asia Pacific 284.9K 179.2K 22.0K 486.1K 0.00%
56 2015 Michael Stitt President, North America 320.0K 14.5K 69.1K 1.5K 405.1K 0.00%
57 2014 Christopher Loughlin Chief Executive Officer 581.0K 48.9K 1.5K 631.4K 0.00%
58 2014 Shirley Tafoya President, North America 382.2K 40.0K 386.4K 622.6K 0.00%
59 2014 Simon Talling-Smith President, Products & Emerging Business 420.0K 85.6K 17.9K 523.5K 0.00%
60 2014 Simon Talling-Smith President, Products & Emerging Business (effective August 1, 2013) 420.0K 85.6K 17.9K 523.5K 0.00%
61 2014 Glen Ceremony Chief Financial Officer (effective June 15, 2011) 460.0K 25.0K 22.2K 3.9K 511.1K 0.00%
62 2014 Glen Ceremony Chief Financial Officer 460.0K 25.0K 22.2K 3.9K 511.1K 0.00%
63 2014 Richard Singer President, Europe 329.3K 128.7K 27.0K 485.0K 0.00%
64 2014 Richard Singer Managing Director, Europe (effective July 1, 2012) 329.3K 128.7K 27.0K 485.0K 0.00%
65 2014 Michael Stitt President, North America 285.0K 29.5K 43.5K 1.5K 359.5K 0.00%
66 2014 Vivian Hong President, Asia Pacific 287.6K 11.1K 55.6K 354.3K 0.00%
67 2014 Holger Bartel Chairman of the Board and Global Chief Executive Officer 231.7K 231.7K 0.00%
68 2013 Christopher Loughlin Chief Executive Officer 562.0K 60.0K 1.42M 184.4K 24.4K 2.25M 63.01%
69 2013 Shirley Tafoya President, North America 542.0K 30.0K 443.6K 4.2K 1.02M 0.00%
70 2013 Glen Ceremony Chief Financial Officer 450.0K 88.9K 116.2K 3.9K 659.0K 0.00%
71 2013 Glen Ceremony Chief Financial Officer (effective June 15, 2011) 450.0K 88.9K 116.2K 3.9K 659.0K 0.00%
72 2013 Richard Singer President, Europe 311.6K 9.1K 291.3K 24.2K 636.1K 0.00%
73 2013 Richard Singer Managing Director, Europe (effective July 1, 2012) 311.6K 9.1K 291.3K 24.2K 636.1K 0.00%
74 2013 Mark K. Webb President, Local Deals (effective February 27, 2012) 437.5K 60.0K 107.1K 604.6K 0.00%
75 2013 Holger Bartel Chairman of the Board and Global Chief Executive Officer 502.1K 22.0K 524.1K 0.00%
76 2013 Michael Stitt President, North America 260.0K 65.0K 40.0K 1.5K 366.5K 0.00%
77 2013 Vivian Hong President, Asia Pacific 242.0K 9.3K 57.0K 308.4K 0.00%
78 2013 Simon Talling-Smith President, Products & Emerging Business 175.0K 62.5K 29.8K 267.3K 0.00%
79 2013 Simon Talling-Smith President, Products & Emerging Business (effective August 1, 2013) 175.0K 62.5K 29.8K 267.3K 0.00%
80 2012 Shirley Tafoya President, North America 542.0K 110.0K 953.8K 80.0K 3.9K 1.69M 56.45%
81 2012 Glen Ceremony Chief Financial Officer (effective June 15, 2011) 450.0K 50.0K 953.8K 87.5K 1.5K 1.54M 61.82%
82 2012 Christopher Loughlin Chief Executive Officer 562.0K 17.5K 46.3K 625.8K 0.00%
83 2012 Christopher Loughlin Chief Executive Officer (effective July 1, 2010) 562.0K 17.5K 46.3K 625.8K 0.00%
84 2012 Mark K. Webb President, Local Deals (effective February 27, 2012) 324.8K 67.5K 47.5K 439.7K 0.00%
85 2012 Richard Singer Managing Director, Europe (effective July 1, 2012) 267.7K 32.9K 49.4K 10.3K 360.3K 0.00%
86 2011 Shirley Tafoya President, North America 536.5K 120.0K 270.0K 1.5K 928.0K 0.00%
87 2011 Christopher Loughlin Chief Executive Officer 556.5K 43.5K 40.0K 46.6K 686.6K 0.00%
88 2011 Christopher Loughlin Chief Executive Officer (effective July 1, 2010) 556.5K 43.5K 40.0K 46.6K 686.6K 0.00%
89 2011 Holger Bartel Head of Strategy (effective October 1, 2011), Consultant and Chairman of the Board of Directors 150.0K 366.5K 516.5K 0.00%
90 2011 Glen Ceremony Chief Financial Officer (effective June 15, 2011) 245.5K 25.0K 150.0K 1.5K 422.0K 0.00%
91 2011 Wayne Lee Chief Financial Officer (ending June 14, 2011) 140.0K 97.4K 15.0K 18.2K 270.5K 0.00%
92 2010 Christopher Loughlin Chief Executive Officer (effective July 1, 2010) 435.6K 20.0K 379.9K 61.9K 897.4K 0.00%
93 2010 Shirley Tafoya President, North America 522.9K 202.4K 150.0K 1.5K 876.8K 0.00%
94 2010 Holger Bartel Head of Strategy (effective October 1, 2011), Consultant and Chairman of the Board of Directors 200.0K 40.0K 60.0K 257.4K 557.4K 0.00%
95 2010 Holger Bartel Chief Executive Officer (through June 30, 2010) and Chairman of the Board of Directors 200.0K 40.0K 60.0K 257.4K 557.4K 0.00%
96 2010 Wayne Lee Chief Financial Officer (ending June 14, 2011) 240.0K 41.1K 90.0K 1.5K 372.6K 0.00%
97 2010 Wayne Lee Chief Financial Officer 240.0K 41.1K 90.0K 1.5K 372.6K 0.00%
98 2010 Max Rayner Chief Information Officer 192.4K 60.0K 36.7K 289.1K 0.00%
99 2009 Christopher Loughlin Chief Executive Officer (effective July 1, 2010) 324.4K 3.4K 3.47M 824.7K 52.0K 4.67M 74.22%
100 2009 Christopher Loughlin Executive Vice President, Europe 324.4K 3.4K 824.7K 52.0K 1.20M 0.00%
101 2009 Max Rayner Chief Information Officer 472.5K 82.5K 140.0K 451.5K 1.15M 0.00%
102 2009 Shirley Tafoya President, North America 518.0K 266.4K 11.5K 795.9K 0.00%
103 2009 Holger Bartel Head of Strategy (effective October 1, 2011), Consultant and Chairman of the Board of Directors 400.0K 70.0K 140.0K 610.0K 0.00%
104 2009 Holger Bartel Chief Executive Officer (through June 30, 2010) and Chairman of the Board of Directors 400.0K 70.0K 140.0K 610.0K 0.00%
105 2009 Holger Bartel Chief Executive Officer (effective October 1, 2008) and Director 400.0K 70.0K 140.0K 610.0K 0.00%
106 2009 Wayne Lee Chief Financial Officer 240.0K 46.5K 105.0K 1.5K 393.0K 0.00%
107 2009 Wayne Lee Chief Financial Officer (ending June 14, 2011) 240.0K 46.5K 105.0K 1.5K 393.0K 0.00%
108 2008 Christopher Loughlin Chief Executive Officer (effective July 1, 2010) 381.7K 407.6K 31.0K 820.3K 0.00%
109 2008 Christopher Loughlin Executive Vice President, Europe 381.7K 407.6K 31.0K 820.3K 0.00%
110 2008 Holger Bartel Chief Executive Officer (effective October 1, 2008) and Director 100.0K 20.0K 613.8K 733.8K 0.00%
111 2008 Holger Bartel Chief Executive Officer (through June 30, 2010) and Chairman of the Board of Directors 100.0K 20.0K 613.8K 733.8K 0.00%
112 2008 Shirley Tafoya President, North America 518.0K 175.0K 1.5K 694.5K 0.00%
113 2008 Max Rayner Chief Information Officer 450.0K 190.0K 1.5K 641.5K 0.00%
114 2008 Wayne Lee Chief Financial Officer 240.0K 47.3K 1.5K 288.8K 0.00%
115 2008 Ralph Bartel Chief Executive Officer (through September 30, 2008) and Chairman of the Board 286.7K 286.7K 0.00%
116 2007 Christopher Loughlin Executive Vice President, Europe 408.4K 170.1K 28.6K 607.1K 0.00%
117 2007 Shirley Tafoya Senior Vice President of Sales 475.1K 25.0K 67.9K 1.5K 569.5K 0.00%
118 2007 Shirley Tafoya President, North America 475.1K 25.0K 67.9K 1.5K 569.5K 0.00%
119 2007 Raymond Ng Executive Vice President, Asia 233.4K 200.1K 3.4K 436.9K 0.00%
120 2007 Holger Bartel Chief Executive Officer (effective October 1, 2008) and Director 241.9K 25.0K 115.9K 382.8K 0.00%
121 2007 Ralph Bartel Chairman, President, and Chief Executive Officer 322.0K 25.0K 347.0K 0.00%
122 2007 Ralph Bartel Chief Executive Officer (through September 30, 2008) and Chairman of the Board 322.0K 25.0K 347.0K 0.00%
123 2007 Jason Yap Executive Vice President, Japan, India and Australia 130.6K 40.0K 75.1K 2.4K 248.1K 0.00%
124 2007 Wayne Lee Chief Financial Officer 201.5K 25.0K 1.5K 228.0K 0.00%
125 2007 Max Rayner Chief Information Officer 71.6K 31.7K 103.3K 0.00%
126 2006 Shirley Tafoya Senior Vice President of Sales 338.3K 2.8K 186.5K 1.5K 529.0K 0.00%
127 2006 Shirley Tafoya President, North America 338.3K 2.8K 186.5K 1.5K 529.0K 0.00%
128 2006 Christopher Loughlin Executive Vice President, Europe 293.5K 1.5K 144.9K 16.4K 456.3K 0.00%
129 2006 Ralph Bartel Chief Executive Officer (through September 30, 2008) and Chairman of the Board 329.7K 1.5K 15.0K 1.5K 347.7K 0.00%
130 2006 Ralph Bartel Chairman, President, and Chief Executive Officer 329.7K 1.5K 15.0K 1.5K 347.7K 0.00%
131 2006 Holger Bartel Executive Vice President 328.0K 1.5K 15.0K 3.0K 347.5K 0.00%
132 2006 Holger Bartel Chief Executive Officer (effective October 1, 2008) and Director 328.0K 1.5K 15.0K 3.0K 347.5K 0.00%
133 2006 Wayne Lee Chief Financial Officer 154.1K 1.5K 3.0K 158.6K 0.00%
134 2005 Shirley Tafoya Senior Vice President of Sales 490.8K 490.8K 0.00%
135 2005 Holger Bartel Executive Vice President 298.0K 298.0K 0.00%
136 2005 Ralph Bartel Chairman, President, and Chief Executive Officer 280.4K 280.4K 0.00%
137 2005 Christopher Loughlin Senior Vice President and General Manager, Europe 225.8K 26.4K 252.2K 0.00%
138 2005 Steven Ledwith Chief Technology Officer 181.3K 181.3K 0.00%
139 2005 Lisa Su Controller (Chief Accounting Officer) 150.7K 150.7K 0.00%
140 2004 Shirley Tafoya Senior Vice President of Sale 386.5K 15.0K 401.5K 0.00%
141 2004 Shirley Tafoya Senior Vice President of Sales 386.5K 15.0K 401.5K 0.00%
142 2004 Holger Bartel Executive Vice President 273.0K 15.0K 288.0K 0.00%
143 2004 Christopher Loughlin Senior Vice President and General Manager, Europe 249.5K 15.0K 264.5K 0.00%
144 2004 Ralph Bartel Chairman, President, and Chief Executive Officer 225.0K 15.0K 240.0K 0.00%
145 2004 Ralph Bartel Chairman, President, Chief Executive Officer, and Secretary 225.0K 15.0K 240.0K 0.00%
146 2004 Kelly Ford Vice President of Marketing 200.0K 15.0K 215.0K 0.00%
147 2004 Steven Ledwith Chief Technology Officer 162.2K 15.0K 177.2K 0.00%
148 2004 Lisa Su Controller (Chief Accounting Officer) 133.8K 15.0K 148.8K 0.00%
149 2004 Lisa Su Controller 133.8K 15.0K 148.8K 0.00%
150 2003 Shirley Tafoya Senior Vice President of Sales 294.3K 294.3K 0.00%
151 2003 Shirley Tafoya Senior Vice President of Sale 294.3K 294.3K 0.00%
152 2003 Holger Bartel Executive Vice President 246.5K 246.5K 0.00%
153 2003 Christopher Loughlin Senior Vice President and General Manager, Europe 200.9K 200.9K 0.00%
154 2003 Ralph Bartel Chairman, President, and Chief Executive Officer 196.0K 196.0K 0.00%
155 2003 Ralph Bartel Chairman, President, Chief Executive Officer, and Secretary 196.0K 196.0K 0.00%
156 2003 Kelly Ford Vice President of Marketing 186.1K 186.1K 0.00%
157 2003 Steven Ledwith Chief Technology Officer 147.1K 147.1K 0.00%
158 2003 Lisa Su Controller (Chief Accounting Officer) 124.3K 124.3K 0.00%
159 2003 Lisa Su Controller 124.3K 124.3K 0.00%
160 2002 Holger Bartel Executive Vice President 240.0K 240.0K 0.00%
161 2002 Ralph Bartel Chairman, President, Chief Executive Officer, and Secretary 192.0K 5.0K 197.0K 2.54%
162 2002 Shirley Tafoya Senior Vice President of Sale 134.4K 134.4K 0.00%
163 2002 Steven Ledwith Chief Technology Officer 130.0K 130.0K 0.00%
164 2002 Lisa Su Controller 103.3K 103.3K 0.00%
165 2002 Kelly Ford Vice President of Marketing 13.9K 13.9K 0.00%
166 2001 Ralph Bartel Chairman, President, Chief Executive Officer, and Secretary 192.0K 30.0K 222.0K 13.51%
167 2001 Lisa Su Controller 87.7K 87.7K 0.00%
168 2000 Ralph Bartel Chairman, President, Chief Executive Officer, and Secretary 178.0K 178.0K 0.00%
169 2000 Lisa Su Controller 18.8K 18.8K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-11 DEFA14A
2026-03-11 DEF 14A
2025-04-22 DEFA14A
2025-04-22 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-14 10-Q
2026-04-23 8-K
2026-04-20 8-K
2026-03-11 DEFA14A
2026-03-11 DEF 14A
2026-03-11 10-K
2026-02-24 4
2026-02-19 8-K
2026-02-13 SC 13G/A
2025-12-29 4

Executive team

NameTitleCompensationGender
Holger Bartel Global Chief Executive Officer 586.6K male
Christina Sindoni Ciocca Chairman, General Counsel, Chief Membership Officer & Corporate Secretary 461.6K female
Christian Alexander Smart General Manager of Germany 393.1K male
Lijun Qi Finance Director & Chief Accounting Officer 147.3K female
Arveena Ahluwalia Global Director of META
Jeff Hoffman Controller
Ralph Bartel Founder, Chief Talent Officer & Director male
ESG Rating
B+
ADVERTISING AGENCIES
Rank: 9 out of 56
2018
E (Environmental)
58.1 / 58.9
Company / Sector avg.
S (Social)
61.4 / 63.2
Company / Sector avg.
G (Governance)
58.3 / 63.3
Company / Sector avg.
ESG Total
59.3 / 61.8
Company / Sector avg.
ESG Score History ADVERTISING AGENCIES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits