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Upland Software, Inc. (UPLD)
USD5.57
+0.35 (+6.61%)
US NASDAQ Technology Software - Application
Address
Frost Bank Tower 78701-3788
Austin, TX, US
Austin, TX, US
CEO
John T. McDonald
Website
uplandsoftware.com
IPO
2014-11-06
CIK 1505155 ISIN US91544A2087
Description
Upland Software, Inc. delivers cloud-hosted enterprise work management solutions to a global clientele, with significant operations across the United States, the United Kingdom, and Canada. The company's portfolio features a family of Upland-branded software applications tailored for diverse organizational functions, including marketing, sales, contact centers, project administration, information technology, general business operations, human resources, and legal departments. Complementing its software, Upland offers specialized professional services encompassing implementation, data extraction, integration, configuration, and training, along with ongoing customer support. Its broad customer base ranges from large multinational corporations and governmental bodies to small and medium-sized businesses. Upland strategically serves numerous industries, such as financial services, consulting, technology, manufacturing, media, telecommunications, political organizations, healthcare, life sciences, retail, hospitality, and non-profit sectors, leveraging both direct and indirect sales channels. Incorporated in 2010 and headquartered in Austin, Texas, the company was formerly known as Silverback Enterprise Group, Inc. before rebranding as Upland Software, Inc. in November 2013.
News Sentiment (7d)
Based on only 1 article — low confidence
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
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
USD5.57
+0.35 (+6.61%)
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Volume Profile
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Liquidity & share structure
Average Volume
32.9K
Beta
1.36
Float Shares
21.90M
Free Float %
74.6%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -17.47% | -15.23% | +26.55% | -17.64% | -53.74% | -42.74% | -71.17% | -71.67% | -97.99% | -88.13% | -91.60% |
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
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (11 ratings, all time)
Buy
Price Targets & DCF
Current price
5.57
Low
2.50
-55.1%
Consensus
14.63
+162.9%
Median
15.50
+178.5%
High
25.00
+349.2%
DCF (Levered)
4.89
-12.1%
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 | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 4 |
14.63
+162.9%
|
Quality scores
Altman Z-Score
-1.67
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
2 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Software - Application: +13.0%-21.1% Q1'26: -23.5% (vs Q1'25)
-
EPS growth Software - Application: +28.6%+63.4% ★ Q1'26: +90.7% (vs Q1'25)
-
FCF margin FCF growth · Software - Application: +45.3%+12.3% Q1'26: +11.3% (vs Q1'25)
-
EBIT margin Software - Application: +9.4%+7.7% Q1'26: +10.1% (vs Q1'25)
-
ROIC Software - Application: +7.5%+5.8% Q1'26: +7.1% (vs Q1'25)
-
Share dilution Software - Application: +0.0%+3.0% Q1'26: +3.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×4.82× Q1'26: 5.45× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 1 EPS Ana. |
Dec 2027 2 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
69.91M
est: 69.64M (+0.4%)
|
74.77M
est: 74.45M (+0.4%)
|
97.95M
est: 97.25M (+0.7%)
|
149.89M
est: 148.16M (+1.2%)
|
222.64M
est: 219.97M (+1.2%)
|
291.78M
est: 285.65M (+2.1%)
|
302.02M
est: 301.78M (+0.1%)
|
317.30M
est: 315.27M (+0.6%)
|
297.85M
est: 286.37M (+4.0%)
|
274.79M
est: 274.62M (+0.1%)
|
216.88M
est: 217.88M (-0.5%)
|
198.50M
197.00M – 200.00M
-8.9% YoY
|
201.58M
199.15M – 204.00M
+1.6% YoY
|
| EBITDA |
-2.99M
est: -4.02M (+25.8%)
|
-21.0K
est: -4.30M (+99.5%)
|
525.0K
est: -5.62M (+109.3%)
|
13.57M
est: -8.56M (+258.5%)
|
4.76M
est: 4.64M (+2.6%)
|
23.24M
est: 23.48M (-1.0%)
|
18.00M
est: 15.27M (+17.8%)
|
15.14M
est: 19.99M (-24.3%)
|
-91.70M
est: -8.23M (-1,013.7%)
|
-46.17M
est: -7.90M (-484.7%)
|
48.76M
est: -6.26M (+878.3%)
|
-5.71M
-5.75M – -5.66M
+8.9% YoY
|
-5.80M
-5.87M – -5.73M
-1.6% YoY
|
| EBIT |
-10.77M
est: -17.33M (+37.9%)
|
-9.82M
est: -18.53M (+47.0%)
|
-10.85M
est: -24.21M (+55.2%)
|
-7.78M
est: -36.88M (+78.9%)
|
-29.86M
est: -20.45M (-46.0%)
|
-23.92M
est: -15.42M (-55.2%)
|
-34.93M
est: -26.35M (-32.6%)
|
-41.01M
est: -33.90M (-21.0%)
|
-163.68M
est: -62.20M (-163.2%)
|
-101.15M
est: -59.64M (-69.6%)
|
16.62M
est: -47.32M (+135.1%)
|
-43.11M
-43.44M – -42.78M
+8.9% YoY
|
-43.78M
-44.31M – -43.25M
-1.6% YoY
|
| Net Income |
-13.66M
est: -5.28M (-158.8%)
|
-13.51M
est: 7.99M (-269.1%)
|
-18.73M
est: 25.70M (-172.8%)
|
-9.95M
est: 44.54M (-122.3%)
|
-45.37M
est: -41.25M (-10.0%)
|
-51.22M
est: -31.04M (-65.0%)
|
-58.21M
est: -47.25M (-23.2%)
|
-68.41M
est: -63.73M (-7.4%)
|
-179.87M
est: -131.55M (-36.7%)
|
-112.73M
est: 27.18M (-514.7%)
|
-38.90M
est: 23.84M (-263.2%)
|
20.75M
20.48M – 21.01M
-13.0% YoY
|
22.46M
20.32M – 24.61M
+8.3% YoY
|
| SGA |
31.17M
est: 28.98M (+7.5%)
|
30.45M
est: 30.98M (-1.7%)
|
38.60M
est: 40.47M (-4.6%)
|
52.98M
est: 61.65M (-14.1%)
|
83.25M
est: 72.52M (+14.8%)
|
114.15M
est: 78.54M (+45.3%)
|
132.00M
est: 104.34M (+26.5%)
|
129.88M
est: 131.89M (-1.5%)
|
125.61M
est: 118.45M (+6.0%)
|
115.76M
est: 113.59M (+1.9%)
|
82.14M
est: 90.12M (-8.9%)
|
82.10M
81.48M – 82.72M
-8.9% YoY
|
83.38M
82.37M – 84.38M
+1.6% YoY
|
| EPS |
-0.91
est: -0.19 (-378.9%)
|
-0.82
est: 0.29 (-385.2%)
|
-1.02
est: 0.93 (-210.3%)
|
-0.50
est: 1.60 (-131.2%)
|
-1.96
est: 2.40 (-181.7%)
|
-1.92
est: 2.30 (-183.6%)
|
-1.92
est: 2.04 (-194.1%)
|
-2.23
est: 1.85 (-220.6%)
|
-5.77
est: -4.60 (-25.5%)
|
-4.26
est: 0.95 (-548.4%)
|
-1.56
est: 0.83 (-287.3%)
|
0.73
0.72 – 0.73
-13.0% YoY
|
0.79
0.71 – 0.86
+8.3% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-08 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-07 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-06 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-05 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-04 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-01 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-30 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-29 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-28 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-27 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-24 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-23 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-22 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-21 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-20 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-17 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-16 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
20.28M
OE per share TTM
0.70
Owner's Yield
84.95%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
2.7%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
5
Total invested
122.8K
Insider transactions (90d)
0
Beneficial owners (>5%)
35
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | HGGC Fund IV GP, Ltd. | 6.82M | 17.86% | — | 6.82M | — | 6.82M | CO | Cayman Islands | 2022-08-25 | ↗ |
| 2 | Ulysses Aggregator, LP | 6.57M | 17.20% | — | 6.57M | — | 6.57M | PN | Delaware | 2022-08-25 | ↗ |
| 3 | 19.0% (2) | 2.89M | 19.00% | 2.89M | — | 2.89M | — | OO | Delaware | 2015-01-26 | ↗ |
| 4 | 2. | 2.81M | 12.00% | — | — | — | — | IA | — | 2022-01-28 | ↗ |
| 5 | Christopher A. Pacitti | 2.18M | 14.90% | — | 2.18M | — | 10.00 | IN | U.S. Citizen | 2014-11-14 | ↗ |
| 6 | John D. Thornton | 2.18M | 14.90% | — | 2.18M | — | 10.00 | IN | U.S. Citizen | 2014-11-14 | ↗ |
| 7 | Joseph C. Aragona | 2.18M | 14.90% | — | 2.18M | — | 10.00 | IN | U.S. Citizen | 2014-11-14 | ↗ |
| 8 | Kenneth P. DeAngelis | 2.18M | 14.90% | — | 2.18M | — | 10.00 | IN | U.S. Citizen | 2014-11-14 | ↗ |
| 9 | Philip S. Siegel | 2.18M | 14.90% | — | 2.18M | — | 10.00 | IN | U.S. Citizen | 2014-11-14 | ↗ |
| 10 | (1) BlackRock, Inc. | 1.86M | 6.10% | 1.80M | — | 1.86M | — | HC | Delaware | 2022-02-03 | ↗ |
| 11 | DevFactory FZ-LLC | 1.80M | 6.00% | 1.80M | — | 1.80M | — | OO | DELAWARE | 2021-05-26 | ↗ |
| 12 | Joseph A. Liemandt | 1.80M | 6.00% | 1.80M | — | 1.80M | — | HC, IN | DELAWARE | 2021-05-26 | ↗ |
| 13 | John Kleinheinz | 1.54M | 10.10% | — | 1.54M | — | — | IN | United States | 2015-11-25 | ↗ |
| 14 | ESW Capital, LLC | 1.44M | 4.80% | 1.44M | — | 1.44M | — | OO | DELAWARE | 2021-07-09 | ↗ |
| 15 | Aaron Weitman | 1.38M | 5.10% | — | 1.38M | — | 1.38M | HC, IN | Cayman Islands | 2024-08-08 | ↗ |
| 16 | CastleKnight Fund GP LLC | 1.38M | 5.10% | — | 1.38M | — | 1.38M | OO | Cayman Islands | 2024-08-08 | ↗ |
| 17 | CastleKnight Management GP LLC | 1.38M | 5.10% | — | 1.38M | — | 1.38M | OO | Cayman Islands | 2024-08-08 | ↗ |
| 18 | CastleKnight Management LP | 1.38M | 5.10% | — | 1.38M | — | 1.38M | IA, PN | Cayman Islands | 2024-08-08 | ↗ |
| 19 | CastleKnight Master Fund LP | 1.38M | 5.10% | — | 1.38M | — | 1.38M | PN | Cayman Islands | 2024-08-08 | ↗ |
| 20 | Weitman Capital LLC | 1.38M | 5.10% | — | 1.38M | — | 1.38M | OO | Cayman Islands | 2024-08-08 | ↗ |
| 21 | Global Undervalued Securities Master Fund, L.P. | 1.35M | 8.90% | — | 1.35M | — | — | PN | Delaware | 2015-11-25 | ↗ |
| 22 | Kleinheinz Capital Partners, Inc. | 1.35M | 8.90% | — | 1.35M | — | — | IA | Texas | 2015-11-25 | ↗ |
| 23 | AV Partners X, L.L.C. | 1.31M | 8.90% | 1.31M | — | 1.31M | 10.00 | OO | Delaware | 2014-11-14 | ↗ |
| 24 | AV Partners X, L.P. | 1.31M | 8.90% | 1.31M | — | 1.31M | 10.00 | PN | Delaware | 2014-11-14 | ↗ |
| 25 | Austin Ventures X, L.P. (“AV X”) | 1.31M | 8.90% | 1.31M | — | 1.31M | 10.00 | PN | Delaware | 2014-11-14 | ↗ |
| 26 | George McCabe | 996.6K | 3.95% | 996.6K | — | 996.6K | — | IN | Delaware | 2020-02-14 | ↗ |
| 27 | Portolan Capital Management, LLC | 996.6K | 3.95% | 996.6K | — | 996.6K | — | IA | Delaware | 2020-02-14 | ↗ |
| 28 | AV Partners IX, L.P. | 873.0K | 6.00% | 873.0K | — | 873.0K | 10.00 | PN | Delaware | 2014-11-14 | ↗ |
| 29 | Austin Ventures IX, L.P. (“AV IX”) | 873.0K | 6.00% | 873.0K | — | 873.0K | 10.00 | PN | Delaware | 2014-11-14 | ↗ |
| 30 | MJBW Genpar, LLC | 192.7K | 1.30% | — | 192.7K | — | — | OO | Texas | 2015-11-25 | ↗ |
| 31 | MJBW Investments, LP | 192.7K | 1.30% | — | 192.7K | — | — | PN | Texas | 2015-11-25 | ↗ |
| 32 | CDAM (UK) Limited | — | 0.00% | — | — | — | — | IA | United Kingdom | 2022-02-08 | ↗ |
| 33 | Park West Investors Master Fund, Limited | — | 0.00% | — | — | — | — | CO | Citizenship or Place of Organization | 2019-02-14 | ↗ |
| 34 | Park West Asset Management LLC | — | 0.00% | — | — | — | — | IA | Citizenship or Place of Organization | 2019-02-14 | ↗ |
| 35 | Peter S. Park | — | 0.00% | — | — | — | — | IN | Citizenship or Place of Organization | 2019-02-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
5
-56 vs prev Q
New positions
0
Closed positions
54
Increased
1
Reduced
1
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 | VANGUARD GROUP INC | 1.81M -31.2K (-1.7%) | 2.59M -1.8M (-40.7%) | 6.30% -0.202 pp | 0.00% +0.000 pp | USD20.97 -93.2% | 44 qtrs — |
| 2 | AMERIPRISE FINANCIAL INC | 1.34M +19.5K (+1.5%) | 1.92M -1.2M (-38.8%) | 4.66% +0.001 pp | 0.00% 0.000 pp | USD9.63 -85.2% | 24 qtrs — |
| 3 | ACADIAN ASSET MANAGEMENT LLC | 1.26M -72.6K (-5.5%) | 1.80M -1.4M (-43.0%) | 4.37% -0.320 pp | 0.00% -0.003 pp | USD4.15 -65.5% | 14 qtrs — |
| 4 | RICE HALL JAMES & ASSOCIATES, LLC | 893.7K +22.4K (+2.6%) | 1.28M -786.9K (-38.1%) | 3.10% +0.034 pp | 0.07% -0.042 pp | USD5.01 -71.5% | 28 qtrs — |
| 5 | NEW SOUTH CAPITAL MANAGEMENT INC | 887.1K -78.2K (-8.1%) | 1.27M -1.0M (-44.5%) | 3.08% -0.321 pp | 0.06% -0.046 pp | USD17.64 -91.9% | 24 qtrs — |
| 6 | D. E. SHAW & CO., INC. | 848.4K -258.9K (-23.4%) | 1.21M -1.4M (-53.8%) | 2.95% -0.956 pp | 0.00% -0.001 pp | USD8.28 -82.7% | 17 qtrs — |
| 7 | CASTLEKNIGHT MANAGEMENT LP | 777.2K -45.9K (-5.6%) | 1.11M -839.5K (-43.0%) | 2.70% -0.201 pp | 0.02% -0.014 pp | USD3.44 -58.4% | 14 qtrs — |
| 8 | BLACKROCK, INC. | 621.2K +634.0 (+0.1%) | 888.4K -582.5K (-39.6%) | 2.16% -0.029 pp | 0.00% +0.000 pp | USD2.63 -45.6% | 6 qtrs — |
| 9 | MARSHALL WACE, LLP | 472.5K +23.9K (+5.3%) | 675.7K -387.6K (-36.5%) | 1.64% +0.060 pp | 0.00% -0.001 pp | USD2.93 -51.2% | 6 qtrs — |
| 10 | RBF CAPITAL, LLC | 427.5K -91.6K (-17.6%) | 611.4K -619.1K (-50.3%) | 1.49% -0.345 pp | 0.03% -0.028 pp | USD3.65 -60.8% | 11 qtrs — |
| 11 | TWO SIGMA ADVISERS, LP | 335.3K -49.5K (-12.9%) | 479.5K -432.5K (-47.4%) | 1.16% -0.192 pp | 0.00% -0.001 pp | USD3.91 -63.4% | 11 qtrs — |
| 12 | ASSENAGON ASSET MANAGEMENT S.A. | 301.4K +92.5K (+44.3%) | 431.0K -64.0K (-12.9%) | 1.05% +0.311 pp | 0.00% 0.000 pp | USD2.08 -31.3% | 2 qtrs — |
| 13 | TWO SIGMA INVESTMENTS, LP | 287.0K -65.7K (-18.6%) | 410.4K -425.5K (-50.9%) | 1.00% -0.246 pp | 0.00% -0.001 pp | USD3.52 -59.4% | 13 qtrs — |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 278.1K -55.0 (0.0%) | 397.9K -261.7K (-39.7%) | 0.97% -0.014 pp | 0.00% +0.000 pp | USD28.03 -94.9% | 45 qtrs — |
| 15 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 277.8K +— (+0.0%) | 397.2K -261.1K (-39.7%) | 0.97% -0.014 pp | 0.00% -0.001 pp | USD14.43 -90.1% | 28 qtrs — |
| 16 | RUSSELL INVESTMENTS GROUP, LTD. | 262.4K +76.3K (+41.0%) | 375.2K -65.7K (-14.9%) | 0.91% +0.256 pp | 0.00% 0.000 pp | USD2.12 -32.5% | 29 qtrs — |
| 17 | MAN GROUP PLC | 260.6K +5.5K (+2.1%) | 372.6K -232.0K (-38.4%) | 0.91% +0.006 pp | 0.00% 0.000 pp | USD3.84 -62.8% | 13 qtrs — |
| 18 | RENAISSANCE TECHNOLOGIES LLC | 234.1K -23.6K (-9.2%) | 334.8K -276.0K (-45.2%) | 0.81% -0.095 pp | 0.00% 0.000 pp | USD3.24 -55.9% | 21 qtrs — |
| 19 | GSA CAPITAL PARTNERS LLP | 162.6K +41.0K (+33.7%) | 232.0K -56.0K (-19.4%) | 0.56% +0.136 pp | 0.02% -0.004 pp | USD2.58 -44.6% | 5 qtrs — |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 155.6K -7.0K (-4.3%) | 222.5K -162.9K (-42.3%) | 0.54% -0.033 pp | 0.00% -0.004 pp | USD3.91 -63.4% | 11 qtrs — |
| 21 | SQUAREPOINT OPS LLC | 139.2K +35.9K (+34.7%) | 199.1K -45.8K (-18.7%) | 0.48% +0.119 pp | 0.00% +0.000 pp | USD1.87 -23.5% | 3 qtrs — |
| 22 | STATE STREET CORP | 110.0K +— (+0.0%) | 157.2K -103.4K (-39.7%) | 0.38% -0.006 pp | 0.00% +0.000 pp | USD29.84 -95.2% | 35 qtrs — |
| 23 | GOLDMAN SACHS GROUP INC | 103.8K +13.6K (+15.1%) | 148.5K -65.4K (-30.6%) | 0.36% +0.043 pp | 0.00% +0.000 pp | USD2.38 -39.9% | 36 qtrs — |
| 24 | HERON BAY CAPITAL MANAGEMENT | 83.2K -3.4K (-3.9%) | 119.0K -86.1K (-42.0%) | 0.29% -0.016 pp | 0.02% -0.016 pp | USD2.76 -48.2% | 7 qtrs — |
| 25 | NORTHERN TRUST CORP | 64.0K +12.0K (+23.2%) | 91.6K -31.6K (-25.7%) | 0.22% +0.039 pp | 0.00% +0.000 pp | USD22.57 -93.7% | 36 qtrs — |
| 26 | EVERGREEN CAPITAL MANAGEMENT LLC | 62.4K +— (+0.0%) | 89.2K -58.6K (-39.7%) | 0.22% -0.003 pp | 0.00% -0.002 pp | USD1.95 -26.7% | 3 qtrs — |
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 51.8K -44.2K (-46.0%) | 74.1K -153.4K (-67.4%) | 0.18% -0.158 pp | 0.00% +0.000 pp | USD2.17 -34.1% | 5 qtrs — |
| 28 | UBS GROUP AG | 50.0K -1.2K (-2.3%) | 71.4K -49.7K (-41.0%) | 0.17% -0.007 pp | 0.00% +0.000 pp | USD2.29 -37.6% | 45 qtrs — |
| 29 | BOSTON PARTNERS | 45.3K -5.6K (-11.0%) | 64.8K -55.8K (-46.3%) | 0.16% -0.022 pp | 0.00% 0.000 pp | USD2.37 -39.7% | 2 qtrs — |
| 30 | QUADRATURE CAPITAL LTD | 41.0K +41.0K (+100.0%) | 58.6K +58.6K (+100.0%) | 0.14% +0.142 pp | 0.00% +0.001 pp | USD1.43 +0.0% | 1 qtrs NEW |
| 31 | XTX TOPCO LTD | 39.0K +39.0K (+100.0%) | 55.8K +55.8K (+100.0%) | 0.14% +0.136 pp | 0.00% +0.002 pp | USD1.43 +0.0% | 6 qtrs — |
| 32 | HSBC HOLDINGS PLC | 38.9K +— (+0.0%) | 55.2K -37.7K (-40.6%) | 0.14% -0.002 pp | 0.00% +0.000 pp | USD7.29 -80.4% | 14 qtrs — |
| 33 | CITADEL ADVISORS LLC | 34.3K +5.6K (+19.5%) | 49.0K -19.0K (-27.9%) | 0.12% +0.018 pp | 0.00% +0.000 pp | USD5.08 -71.9% | 31 qtrs — |
| 34 | CENTIVA CAPITAL, LP | 32.9K +11.0K (+50.5%) | 47.0K -4.8K (-9.2%) | 0.11% +0.037 pp | 0.00% 0.000 pp | USD2.05 -30.2% | 2 qtrs — |
| 35 | BANK OF AMERICA CORP /DE/ | 31.9K -1.8K (-5.4%) | 45.6K -34.3K (-42.9%) | 0.11% -0.008 pp | 0.00% +0.000 pp | USD6.20 -76.9% | 36 qtrs — |
| 36 | BARCLAYS PLC | 30.2K -2.6K (-8.1%) | 43.2K -38.6K (-47.2%) | 0.11% -0.011 pp | 0.00% +0.000 pp | USD5.53 -74.1% | 36 qtrs — |
| 37 | PRICE T ROWE ASSOCIATES INC /MD/ | 23.5K +— (+0.0%) | 34.0K -22.0K (-39.3%) | 0.08% -0.001 pp | 0.00% +0.000 pp | USD4.05 -64.7% | 12 qtrs — |
| 38 | FMR LLC | 19.7K +— (+0.0%) | 28.2K -18.5K (-39.7%) | 0.07% -0.001 pp | 0.00% +0.000 pp | USD11.21 -87.2% | 16 qtrs — |
| 39 | FIRST HEARTLAND CONSULTANTS, INC. | 17.8K +2.7K (+18.0%) | 25.5K -10.3K (-28.8%) | 0.06% +0.009 pp | 0.00% -0.001 pp | USD2.33 -38.6% | 6 qtrs — |
| 40 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16.6K -65.4K (-79.8%) | 23.7K -170.7K (-87.8%) | 0.06% -0.231 pp | 0.00% -0.001 pp | USD2.85 -49.8% | 4 qtrs — |
| 41 | GREEN SQUARE CAPITAL ADVISORS LLC | 14.4K +— (+0.0%) | 20.6K -7.5K (-26.7%) | 0.05% -0.001 pp | 0.00% -0.001 pp | USD2.49 -42.6% | 43 qtrs — |
| 42 | SAVANT CAPITAL, LLC | 13.5K +— (+0.0%) | 19.3K -12.7K (-39.7%) | 0.05% -0.001 pp | 0.00% 0.000 pp | USD2.39 -40.2% | 7 qtrs — |
| 43 | WALLEYE CAPITAL LLC | 13.4K -6.0K (-31.0%) | 19.1K -26.8K (-58.4%) | 0.05% -0.022 pp | 0.00% 0.000 pp | USD4.34 -67.1% | 5 qtrs — |
| 44 | DIMENSIONAL FUND ADVISORS LP | 11.8K -1.9K (-13.8%) | 16.8K -15.5K (-48.0%) | 0.04% -0.007 pp | 0.00% +0.000 pp | USD2.37 -39.7% | 2 qtrs — |
| 45 | RITHOLTZ WEALTH MANAGEMENT | 11.7K -39.6K (-77.2%) | 16.7K -104.8K (-86.2%) | 0.04% -0.140 pp | 0.00% -0.002 pp | USD2.74 -47.8% | 4 qtrs — |
| 46 | ADVISOR GROUP HOLDINGS, INC. | 8.4K -2.9K (-25.7%) | 12.0K -19.9K (-62.5%) | 0.03% -0.011 pp | 0.00% +0.000 pp | USD16.64 -91.4% | 24 qtrs — |
| 47 | FEDERATED HERMES, INC. | 2.2K -298.0 (-11.8%) | 3.2K -2.8K (-46.8%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD4.94 -71.1% | 16 qtrs — |
| 48 | NEWEDGE ADVISORS, LLC | 2.1K -14.3K (-87.1%) | 3.0K -35.9K (-92.2%) | 0.01% -0.051 pp | 0.00% 0.000 pp | USD2.70 -47.0% | 7 qtrs — |
| 49 | SRS CAPITAL ADVISORS, INC. | 2.0K +1.0K (+100.0%) | 2.9K +490.0 (+20.7%) | 0.01% +0.003 pp | 0.00% +0.000 pp | USD1.90 -24.7% | 2 qtrs — |
| 50 | ROYAL BANK OF CANADA | 846.00 -3.8K (-81.9%) | 1.0K -11.0K (-91.7%) | 0.00% -0.014 pp | 0.00% +0.000 pp | USD2.20 -35.0% | 3 qtrs — |
| 51 | MORGAN STANLEY | 588.00 -6.7K (-91.9%) | 841.00 -16.3K (-95.1%) | 0.00% -0.024 pp | 0.00% +0.000 pp | USD5.45 -73.8% | 45 qtrs — |
| 52 | CORECAP ADVISORS, LLC | 505.00 +— (+0.0%) | 722.00 -475.0 (-39.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD2.37 -39.7% | 2 qtrs — |
| 53 | BNP PARIBAS ARBITRAGE, SNC | 172.00 -33.0 (-16.1%) | 246.00 -240.0 (-49.4%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD6.49 -78.0% | 35 qtrs — |
| 54 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 20.00 +— (+0.0%) | 29.00 -18.0 (-38.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD4.30 -66.7% | 5 qtrs — |
| 55 | ANCHOR INVESTMENT MANAGEMENT, LLC | 17.00 +— (+0.0%) | 24.00 -16.0 (-40.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD47.18 -97.0% | 20 qtrs — |
| 56 | SBI SECURITIES CO., LTD. | 4.00 +— (+0.0%) | 6.00 -3.0 (-33.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.75 -18.3% | 3 qtrs — |
| 57 | HUNTINGTON NATIONAL BANK | 1.00 +— (+0.0%) | 1.00 -1.0 (-50.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD7.00 -79.6% | 13 qtrs — |
| 58 | CITIGROUP INC | 1.00 -38.0 (-97.4%) | 1.00 -91.0 (-98.9%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD4.00 -64.3% | 35 qtrs — |
| 59 | INSPIRE ADVISORS, LLC | — -20.4K (-100.0%) | — -48.3K (-100.0%) | 0.00% -0.072 pp | 0.00% -0.005 pp | USD— | 4 qtrs SOLD |
| 60 | ROUND ROCK ADVISORS, LLC | — -188.8K (-100.0%) | — -409.8K (-100.0%) | 0.00% -0.666 pp | 0.00% -0.065 pp | USD— | 2 qtrs SOLD |
| 61 | TOWER RESEARCH CAPITAL LLC (TRC) | — -369.0 (-100.0%) | — -875.0 (-100.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD— | 34 qtrs SOLD |
| 62 | GROUP ONE TRADING, L.P. | — -1.7K (-100.0%) | — -4.1K (-100.0%) | 0.00% -0.006 pp | 0.00% +0.000 pp | USD— | 17 qtrs SOLD |
| 63 | DYNAMIC TECHNOLOGY LAB PRIVATE LTD | — -14.5K (-100.0%) | — -34.0K (-100.0%) | 0.00% -0.051 pp | 0.00% -0.006 pp | USD— | 2 qtrs SOLD |
| 64 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | — -22.8K (-100.0%) | — -54.0K (-100.0%) | 0.00% -0.080 pp | 0.00% +0.000 pp | USD— | 35 qtrs SOLD |
| 65 | VICTORY CAPITAL MANAGEMENT INC | — -90.0K (-100.0%) | — -213.2K (-100.0%) | 0.00% -0.317 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 66 | SUNBELT SECURITIES, INC. | — -2.5K (-100.0%) | — -5.9K (-100.0%) | 0.00% -0.009 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 67 | PATHSTONE HOLDINGS, LLC | — -23.4K (-100.0%) | — -55.4K (-100.0%) | 0.00% -0.082 pp | 0.00% 0.000 pp | USD— | 9 qtrs SOLD |
| 68 | MAI CAPITAL MANAGEMENT | — -206.0 (-100.0%) | — -489.0 (-100.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD— | 5 qtrs SOLD |
| 69 | SIMPLEX TRADING, LLC | — -22.4K (-100.0%) | — -52.0K (-100.0%) | 0.00% -0.079 pp | 0.00% +0.000 pp | USD— | 3 qtrs SOLD |
| 70 | JPMORGAN CHASE & CO | — -2.1K (-100.0%) | — -5.0K (-100.0%) | 0.00% -0.008 pp | 0.00% +0.000 pp | USD— | 5 qtrs SOLD |
| 71 | INVESCO LTD. | — -23.7K (-100.0%) | — -56.1K (-100.0%) | 0.00% -0.083 pp | 0.00% +0.000 pp | USD— | 22 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 11 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Vanguard Extended Market ETF VXF | 0.00% | 250.8K | 0.05% |
| 2 | Vanguard U.S. Total Market Shares Index ETF VTS.AX | 0.00% | 1.8K | 0.03% |
| 3 | Vanguard U.S. Total Market Index ETF VUN.TO | 0.00% | 4.8K | 0.17% |
| 4 | Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO | 0.00% | 356.96 | 0.17% |
| 5 | Vanguard Total Stock Market ETF VTI | 0.00% | 825.7K | 0.03% |
| 6 | Vanguard All-Equity ETF Portfolio VEQT.TO | 0.00% | 1.8K | 0.22% |
| 7 | Vanguard Growth ETF Portfolio VGRO.TO | 0.00% | 985.41 | 0.22% |
| 8 | Vanguard Balanced ETF Portfolio VBAL.TO | 0.00% | 397.94 | 0.22% |
| 9 | Vanguard Conservative ETF Portfolio VCNS.TO | 0.00% | 43.89 | 0.22% |
| 10 | Vanguard Conservative Income ETF Portfolio VCIP.TO | 0.00% | 6.17 | 0.22% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
3.00
Bullish
Buys
3
Sells
3
Shares acquired
320.0K
Shares disposed
61.0K
Cash buys
—
Cash sales
—
Net activity
+258,973
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-16 | MCDONALD JOHN T | Director / Officer | F-InKind | D | Common Stock | 18,605 | 0.54 | 10.0K | 2,390,887 | D | ↗ |
| 2026-03-16 | Hill Michael Douglass | Officer | F-InKind | D | Common Stock | 8,931 | 0.54 | 4.8K | 392,291 | D | ↗ |
| 2026-03-16 | Doman Dan | Officer | F-InKind | D | Common Stock | 33,491 | 0.54 | 18.1K | 923,766 | D | ↗ |
| 2026-02-27 | Doman Dan | Officer | A-Award | A | Common Stock | 100,000 | 0.00 | — | 957,257 | D | ↗ |
| 2026-02-23 | Hill Michael Douglass | Officer | A-Award | A | Common Stock | 70,000 | 0.00 | — | 401,222 | D | ↗ |
| 2026-02-23 | Doman Dan | Officer | A-Award | A | Common Stock | 150,000 | 0.00 | — | 857,257 | D | ↗ |
| 2025-12-16 | MCDONALD JOHN T | Director / Officer | F-InKind | D | Common Stock | 19,677 | 1.49 | 29.2K | 2,409,492 | D | ↗ |
| 2025-12-16 | Hill Michael Douglass | Officer | F-InKind | D | Common Stock | 8,856 | 1.49 | 13.2K | 331,222 | D | ↗ |
| 2025-12-16 | Doman Dan | Officer | F-InKind | D | Common Stock | 24,595 | 1.49 | 36.5K | 707,257 | D | ↗ |
| 2025-10-27 | Walsh Teresa Miles | Director | A-Award | A | Common Stock | 25,000 | 0.00 | — | 144,490 | D | ↗ |
| 2025-10-27 | Mattox Timothy | Director | A-Award | A | Common Stock | 25,000 | 0.00 | — | 419,008 | D | ↗ |
| 2025-10-27 | MAY DAVID | Director | A-Award | A | Common Stock | 25,000 | 0.00 | — | 191,437 | D | ↗ |
| 2025-10-27 | Chung David H S | Director | A-Award | A | Common Stock | 25,000 | 0.00 | — | 124,484 | D | ↗ |
| 2025-10-27 | COURTER STEPHEN E | Director | A-Award | A | Common Stock | 25,000 | 0.00 | — | 124,232 | D | ↗ |
| 2025-09-16 | MCDONALD JOHN T | Director / Officer | F-InKind | D | Common Stock | 22,956 | 2.48 | 56.9K | 2,429,169 | D | ↗ |
| 2025-09-16 | Hill Michael Douglass | Officer | F-InKind | D | Common Stock | 11,152 | 2.48 | 27.7K | 340,078 | D | ↗ |
| 2025-09-16 | Doman Dan | Officer | F-InKind | D | Common Stock | 26,236 | 2.48 | 65.1K | 731,852 | D | ↗ |
| 2025-09-11 | MCDONALD JOHN T | Director / Officer | S-Sale | D | Common Stock | 14,438 | 2.36 | 34.1K | 2,452,125 | D | ↗ |
| 2025-06-30 | Cummings Karen | Officer | F-InKind | D | Common Stock | 40,993 | 1.95 | 79.9K | 306,432 | D | ↗ |
| 2025-06-16 | Smith Matthew Harnden | Officer | F-InKind | D | Common Stock | 3,596 | 1.84 | 6.6K | 131,908 | D | ↗ |
| 2025-06-16 | MCDONALD JOHN T | Director / Officer | F-InKind | D | Common Stock | 22,957 | 1.84 | 42.2K | 2,466,563 | D | ↗ |
| 2025-06-16 | Hill Michael Douglass | Officer | F-InKind | D | Common Stock | 11,152 | 1.84 | 20.5K | 351,230 | D | ↗ |
| 2025-06-16 | Doman Dan | Officer | F-InKind | D | Common Stock | 14,758 | 1.84 | 27.2K | 758,088 | D | ↗ |
| 2025-06-16 | Cummings Karen | Officer | F-InKind | D | Common Stock | 11,479 | 1.84 | 21.1K | 347,425 | D | ↗ |
| 2025-06-13 | Doman Dan | Officer | A-Award | A | Common Stock | 350,000 | 0.00 | — | 772,846 | D | ↗ |
| 2025-03-17 | Mattox Timothy | Director | S-Sale | D | Common Stock | 20,000 | 3.19 | 63.9K | 394,008 | D | ↗ |
| 2025-03-16 | Smith Matthew Harnden | Officer | F-InKind | D | Common Stock | 4,135 | 3.10 | 12.8K | 135,504 | D | ↗ |
| 2025-03-16 | MCDONALD JOHN T | Director / Officer | F-InKind | D | Common Stock | 24,273 | 3.10 | 75.2K | 2,489,520 | D | ↗ |
| 2025-03-16 | Hill Michael Douglass | Officer | F-InKind | D | Common Stock | 12,653 | 3.10 | 39.2K | 362,382 | D | ↗ |
| 2025-03-16 | Doman Dan | Officer | F-InKind | D | Common Stock | 16,414 | 3.10 | 50.9K | 422,846 | D | ↗ |
| 2025-03-16 | Cummings Karen | Officer | F-InKind | D | Common Stock | 8,648 | 3.10 | 26.8K | 358,904 | D | ↗ |
| 2025-01-28 | Smith Matthew Harnden | Officer | A-Award | A | Common Stock | 50,000 | 0.00 | — | 139,639 | D | ↗ |
| 2025-01-28 | MCDONALD JOHN T | Director / Officer | A-Award | A | Performance Share Unit | 250,000 | 0.00 | — | 250,000 | D | ↗ |
| 2025-01-28 | Hill Michael Douglass | Officer | A-Award | A | Common Stock | 70,000 | 0.00 | — | 375,035 | D | ↗ |
| 2025-01-28 | Doman Dan | Officer | A-Award | A | Common Stock | 150,000 | 0.00 | — | 439,260 | D | ↗ |
| 2024-12-17 | Mattox Timothy | Director | S-Sale | D | Common Stock | 2,768 | 4.56 | 12.6K | 414,008 | D | ↗ |
| 2024-12-16 | Smith Matthew Harnden | Officer | F-InKind | D | Common Stock | 6,197 | 4.51 | 27.9K | 89,639 | D | ↗ |
| 2024-12-16 | MCDONALD JOHN T | Director / Officer | F-InKind | D | Common Stock | 17,833 | 4.51 | 80.4K | 2,263,793 | D | ↗ |
| 2024-12-16 | Hill Michael Douglass | Officer | F-InKind | D | Common Stock | 11,070 | 4.51 | 49.9K | 305,035 | D | ↗ |
| 2024-12-16 | Doman Dan | Officer | F-InKind | D | Common Stock | 11,643 | 4.51 | 52.5K | 289,260 | D | ↗ |
| 2024-12-16 | Cummings Karen | Officer | F-InKind | D | Common Stock | 7,812 | 4.51 | 35.2K | 367,552 | D | ↗ |
| 2024-12-10 | MCDONALD JOHN T | Director / Officer | F-InKind | D | Common Stock | 73,781 | 5.31 | 391.8K | 2,281,626 | D | ↗ |
| 2024-12-09 | MCDONALD JOHN T | Director / Officer | M-Exempt | D | Performance Share Unit | 125,000 | 0.00 | — | 187,500 | D | ↗ |
| 2024-12-06 | MCDONALD JOHN T | Director / Officer | M-Exempt | A | Common Stock | 187,500 | 0.00 | — | 2,165,876 | D | ↗ |
| 2024-12-05 | MCDONALD JOHN T | Director / Officer | F-InKind | D | Common Stock | 24,594 | 4.32 | 106.2K | 1,978,376 | D | ↗ |
| 2024-12-04 | MCDONALD JOHN T | Director / Officer | M-Exempt | D | Performance Share Unit | 31,250 | 0.00 | — | 562,500 | D | ↗ |
| 2024-12-03 | MCDONALD JOHN T | Director / Officer | M-Exempt | A | Common Stock | 156,250 | 0.00 | — | 1,983,001 | D | ↗ |
| 2024-11-14 | Mattox Timothy | Director | S-Sale | D | Common Stock | 18,000 | 2.50 | 45.1K | 416,776 | D | ↗ |
| 2024-11-13 | Mattox Timothy | Director | S-Sale | D | Common Stock | 2,000 | 2.64 | 5.3K | 434,776 | D | ↗ |
| 2024-11-04 | Walsh Teresa Miles | Director | A-Award | A | Common Stock | 25,000 | 0.00 | — | 119,490 | D | ↗ |
| 2024-11-04 | Mattox Timothy | Director | A-Award | A | Common Stock | 25,000 | 0.00 | — | 436,776 | D | ↗ |
| 2024-11-04 | MAY DAVID | Director | A-Award | A | Common Stock | 25,000 | 0.00 | — | 166,437 | D | ↗ |
| 2024-11-04 | Chung David H S | Director | A-Award | A | Common Stock | 25,000 | 0.00 | — | 99,484 | D | ↗ |
| 2024-11-04 | COURTER STEPHEN E | Director | A-Award | A | Common Stock | 25,000 | 0.00 | — | 99,232 | D | ↗ |
| 2024-09-16 | Smith Matthew Harnden | Officer | F-InKind | D | Common Stock | 1,240 | 2.24 | 2.8K | 95,836 | — | ↗ |
| 2024-09-16 | MCDONALD JOHN T | Director / Officer | F-InKind | D | Common Stock | 17,833 | 2.24 | 39.9K | 1,826,751 | — | ↗ |
| 2024-09-16 | Hill Michael Douglass | Officer | F-InKind | D | Common Stock | 11,070 | 2.24 | 24.8K | 316,105 | — | ↗ |
| 2024-09-16 | Doman Dan | Officer | F-InKind | D | Common Stock | 11,643 | 2.24 | 26.1K | 300,903 | — | ↗ |
| 2024-09-16 | Cummings Karen | Officer | F-InKind | D | Common Stock | 7,815 | 2.24 | 17.5K | 375,364 | — | ↗ |
| 2024-08-09 | MCDONALD JOHN T | Director / Officer | P-Purchase | A | Common Stock | 66,365 | 1.96 | 130.3K | 363,738 | — | ↗ |
| 2024-08-08 | MCDONALD JOHN T | Director / Officer | P-Purchase | A | Common Stock | 33,635 | 1.98 | 66.6K | 297,373 | — | ↗ |
| 2024-06-16 | Smith Matthew Harnden | Officer | F-InKind | D | Common Stock | 1,460 | 2.63 | 3.8K | 97,076 | — | ↗ |
| 2024-06-16 | MCDONALD JOHN T | Director / Officer | F-InKind | D | Common Stock | 17,834 | 2.63 | 46.9K | 1,844,584 | — | ↗ |
| 2024-06-16 | Hill Michael Douglass | Officer | F-InKind | D | Common Stock | 11,070 | 2.63 | 29.1K | 327,175 | — | ↗ |
| 2024-06-16 | Doman Dan | Officer | F-InKind | D | Common Stock | 13,447 | 2.63 | 35.4K | 312,566 | — | ↗ |
| 2024-06-16 | Cummings Karen | Officer | F-InKind | D | Common Stock | 7,815 | 2.63 | 20.6K | 383,179 | — | ↗ |
| 2024-06-05 | MCDONALD JOHN T | Director / Officer | A-Award | A | Performance Share Unit | 500,000 | 0.00 | — | 750,000 | — | ↗ |
| 2024-03-16 | Yates Oliver Robert MacFarlane | Officer | F-InKind | D | Common Stock | 6,672 | 4.21 | 28.1K | 251,567 | — | ↗ |
| 2024-03-16 | Smith Matthew Harnden | Officer | F-InKind | D | Common Stock | 1,464 | 4.21 | 6.2K | 98,536 | — | ↗ |
| 2024-03-16 | MCDONALD JOHN T | Director / Officer | F-InKind | D | Common Stock | 19,330 | 4.21 | 81.4K | 1,862,418 | — | ↗ |
| 2024-03-16 | Hill Michael Douglass | Officer | F-InKind | D | Common Stock | 12,559 | 4.21 | 52.9K | 338,245 | — | ↗ |
| 2024-03-16 | Doman Dan | Officer | F-InKind | D | Common Stock | 15,258 | 4.21 | 64.2K | 326,013 | — | ↗ |
| 2024-03-16 | Cummings Karen | Officer | F-InKind | D | Common Stock | 9,515 | 4.21 | 40.1K | 390,994 | — | ↗ |
| 2024-02-06 | Breslin Matthew | Officer | A-Award | A | Common Stock | 150,000 | 0.00 | — | 150,000 | — | ↗ |
| 2024-01-29 | Yates Oliver Robert MacFarlane | Officer | A-Award | A | Common Stock | 135,000 | 0.00 | — | 258,239 | — | ↗ |
| 2024-01-29 | Smith Matthew Harnden | Officer | A-Award | A | Common Stock | 50,000 | 0.00 | — | 100,000 | — | ↗ |
| 2024-01-29 | MCDONALD JOHN T | Director / Officer | A-Award | A | Performance Share Unit | 250,000 | 0.00 | — | 250,000 | — | ↗ |
| 2024-01-29 | Hill Michael Douglass | Officer | A-Award | A | Common Stock | 100,000 | 0.00 | — | 350,804 | — | ↗ |
| 2024-01-29 | Doman Dan | Officer | A-Award | A | Common Stock | 150,000 | 0.00 | — | 341,271 | — | ↗ |
| 2024-01-29 | Cummings Karen | Officer | A-Award | A | Common Stock | 150,000 | 0.00 | — | 400,509 | — | ↗ |
| 2024-01-06 | Mattox Timothy | Director | A-Award | A | Common Stock | 27,687 | 0.00 | — | 411,776 | — | ↗ |
| 2024-01-01 | Mattox Timothy | Director | — | D | Common Stock | 0 | 0.00 | — | 384,089 | — | ↗ |
| 2023-12-16 | Yates Oliver Robert MacFarlane | Officer | F-InKind | D | Common Stock | 2,740 | 4.61 | 12.6K | 123,239 | — | ↗ |
| 2023-12-16 | Miller Paul Kenneth | Officer | F-InKind | D | Common Stock | 6,561 | 4.61 | 30.2K | 209,387 | — | ↗ |
| 2023-12-16 | MCDONALD JOHN T | Director / Officer | F-InKind | D | Common Stock | 11,650 | 4.61 | 53.7K | 1,631,748 | — | ↗ |
| 2023-12-16 | Hill Michael Douglass | Officer | F-InKind | D | Common Stock | 10,004 | 4.61 | 46.1K | 250,804 | — | ↗ |
| 2023-12-16 | Doman Dan | Officer | F-InKind | D | Common Stock | 8,528 | 4.61 | 39.3K | 191,271 | — | ↗ |
| 2023-12-16 | Cummings Karen | Officer | F-InKind | D | Common Stock | 5,279 | 4.61 | 24.3K | 250,509 | — | ↗ |
| 2023-11-21 | COURTER STEPHEN E | Director | S-Sale | D | Common Stock | 20,448 | 4.43 | 90.6K | 74,232 | — | ↗ |
| 2023-11-07 | Doman Dan | Officer | S-Sale | D | Common Stock | 13,996 | 4.80 | 67.2K | 199,779 | — | ↗ |
| 2023-10-31 | Smith Matthew Harnden | Officer | A-Award | A | Common Stock | 50,000 | 0.00 | — | 50,000 | — | ↗ |
| 2023-09-16 | Yates Oliver Robert MacFarlane | Officer | F-InKind | D | Common Stock | 2,740 | 3.86 | 10.6K | 125,979 | — | ↗ |
| 2023-09-16 | Miller Paul Kenneth | Officer | F-InKind | D | Common Stock | 6,561 | 3.86 | 25.3K | 215,948 | — | ↗ |
| 2023-09-16 | MCDONALD JOHN T | Director / Officer | F-InKind | D | Common Stock | 11,650 | 3.86 | 45.0K | 1,643,398 | — | ↗ |
| 2023-09-16 | Hill Michael Douglass | Officer | F-InKind | D | Common Stock | 10,004 | 3.86 | 38.6K | 260,808 | — | ↗ |
| 2023-09-16 | Gill Kinloch III | Officer | F-InKind | D | Common Stock | 6,724 | 3.86 | 26.0K | 194,590 | — | ↗ |
| 2023-09-16 | Doman Dan | Officer | F-InKind | D | Common Stock | 8,528 | 3.86 | 32.9K | 213,775 | — | ↗ |
| 2023-09-16 | Cummings Karen | Officer | F-InKind | D | Common Stock | 8,323 | 3.86 | 32.1K | 255,788 | — | ↗ |
| 2023-07-31 | Walsh Teresa Miles | Director | A-Award | A | Common Stock | 62,816 | 0.00 | — | 94,490 | — | ↗ |
| 2023-07-31 | Ross Joe | Director | A-Award | A | Common Stock | 62,816 | 0.00 | — | 118,545 | — | ↗ |
| 2023-07-31 | MAY DAVID | Director | A-Award | A | Common Stock | 62,816 | 0.00 | — | 141,437 | — | ↗ |
| 2023-07-31 | Chung David H S | Director | A-Award | A | Common Stock | 62,816 | 0.00 | — | 74,484 | — | ↗ |
| 2023-07-31 | COURTER STEPHEN E | Director | A-Award | A | Common Stock | 62,816 | 0.00 | — | 94,680 | — | ↗ |
| 2023-06-29 | Yates Oliver Robert MacFarlane | Officer | — | D | Common Stock | 0 | 0.00 | — | 128,719 | — | ↗ |
| 2023-06-29 | Cummings Karen | Officer | — | D | Common Stock | 0 | 0.00 | — | 264,111 | — | ↗ |
| 2023-06-16 | Miller Paul Kenneth | Officer | F-InKind | D | Common Stock | 6,561 | 3.53 | 23.2K | 222,509 | — | ↗ |
| 2023-06-16 | MCDONALD JOHN T | Director / Officer | F-InKind | D | Common Stock | 11,650 | 3.53 | 41.1K | 1,655,048 | — | ↗ |
| 2023-06-16 | Hill Michael Douglass | Officer | F-InKind | D | Common Stock | 10,004 | 3.53 | 35.3K | 270,812 | — | ↗ |
| 2023-06-16 | Gill Kinloch III | Officer | F-InKind | D | Common Stock | 6,724 | 3.53 | 23.7K | 201,314 | — | ↗ |
| 2023-06-16 | Doman Dan | Officer | F-InKind | D | Common Stock | 8,528 | 3.53 | 30.1K | 222,303 | — | ↗ |
| 2023-03-16 | Miller Paul Kenneth | Officer | F-InKind | D | Common Stock | 7,864 | 4.72 | 37.1K | 229,070 | — | ↗ |
| 2023-03-16 | MCDONALD JOHN T | Director / Officer | F-InKind | D | Common Stock | 12,704 | 4.72 | 60.0K | 1,666,698 | — | ↗ |
| 2023-03-16 | Hill Michael Douglass | Officer | F-InKind | D | Common Stock | 11,054 | 4.72 | 52.2K | 280,816 | — | ↗ |
| 2023-03-16 | Gill Kinloch III | Officer | F-InKind | D | Common Stock | 7,629 | 4.72 | 36.0K | 208,038 | — | ↗ |
| 2023-03-16 | Doman Dan | Officer | F-InKind | D | Common Stock | 10,407 | 4.72 | 49.1K | 230,831 | — | ↗ |
| 2023-03-13 | MCDONALD JOHN T | Director / Officer | P-Purchase | A | Common Stock | 10,000 | 4.75 | 47.5K | 263,738 | — | ↗ |
| 2023-03-10 | MCDONALD JOHN T | Director / Officer | P-Purchase | A | Common Stock | 10,000 | 4.80 | 48.0K | 253,738 | — | ↗ |
| 2023-02-21 | Miller Paul Kenneth | Officer | A-Award | A | Common Stock | 100,000 | 0.00 | — | 236,934 | — | ↗ |
| 2023-02-21 | MCDONALD JOHN T | Director / Officer | A-Award | A | Common Stock | 100,000 | 0.00 | — | 1,679,402 | — | ↗ |
| 2023-02-21 | Hill Michael Douglass | Officer | A-Award | A | Common Stock | 100,000 | 0.00 | — | 291,870 | — | ↗ |
| 2023-02-21 | Gill Kinloch III | Officer | A-Award | A | Common Stock | 100,000 | 0.00 | — | 215,667 | — | ↗ |
| 2023-02-21 | Doman Dan | Officer | A-Award | A | Common Stock | 100,000 | 0.00 | — | 241,238 | — | ↗ |
| 2022-12-19 | Burk Ian | Officer | S-Sale | D | Common Stock | 6,266 | 7.52 | 47.1K | 107,047 | — | ↗ |
| 2022-12-16 | Miller Paul Kenneth | Officer | F-InKind | D | Common Stock | 5,740 | 7.99 | 45.9K | 136,934 | — | ↗ |
| 2022-12-16 | MCDONALD JOHN T | Officer | F-InKind | D | Common Stock | 10,545 | 7.99 | 84.3K | 1,579,402 | — | ↗ |
| 2022-12-16 | Hill Michael Douglass | Officer | F-InKind | D | Common Stock | 9,184 | 7.99 | 73.4K | 191,870 | — | ↗ |
| 2022-12-16 | Gill Kinloch III | Officer | F-InKind | D | Common Stock | 6,724 | 7.99 | 53.7K | 115,667 | — | ↗ |
| 2022-12-16 | Doman Dan | Officer | F-InKind | D | Common Stock | 3,444 | 7.99 | 27.5K | 141,238 | — | ↗ |
| 2022-12-16 | Burk Ian | Officer | F-InKind | D | Common Stock | 5,740 | 7.99 | 45.9K | 113,313 | — | ↗ |
| 2022-11-16 | Miller Paul Kenneth | Officer | F-InKind | D | Common Stock | 1,800 | 8.07 | 14.5K | 142,674 | — | ↗ |
| 2022-11-16 | Doman Dan | Officer | F-InKind | D | Common Stock | 6,399 | 8.07 | 51.6K | 144,682 | — | ↗ |
| 2022-11-16 | Burk Ian | Officer | F-InKind | D | Common Stock | 2,520 | 8.07 | 20.3K | 119,053 | — | ↗ |
| 2022-11-07 | Gill Kinloch III | Officer | S-Sale | D | Common Stock | 8,300 | 7.32 | 60.8K | 122,391 | — | ↗ |
| 2022-10-21 | Miller Paul Kenneth | Officer | A-Award | A | Common Stock | 50,000 | 0.00 | — | 144,474 | — | ↗ |
| 2022-10-21 | MCDONALD JOHN T | Officer | A-Award | A | Common Stock | 100,000 | 0.00 | — | 1,589,947 | — | ↗ |
| 2022-10-21 | Hill Michael Douglass | Officer | A-Award | A | Common Stock | 70,000 | 0.00 | — | 201,054 | — | ↗ |
| 2022-10-21 | Gill Kinloch III | Officer | A-Award | A | Common Stock | 50,000 | 0.00 | — | 130,691 | — | ↗ |
| 2022-10-21 | Doman Dan | Officer | A-Award | A | Common Stock | 50,000 | 0.00 | — | 151,081 | — | ↗ |
| 2022-10-21 | Burk Ian | Officer | A-Award | A | Common Stock | 50,000 | 0.00 | — | 121,573 | — | ↗ |
| 2022-10-13 | COURTER STEPHEN E | Director | S-Sale | D | Common Stock | 3,500 | 7.06 | 24.7K | 31,864 | — | ↗ |
| 2022-10-12 | COURTER STEPHEN E | Director | S-Sale | D | Common Stock | 3,500 | 7.37 | 25.8K | 35,364 | — | ↗ |
| 2022-09-16 | Miller Paul Kenneth | Officer | F-InKind | D | Common Stock | 508 | 9.38 | 4.8K | 94,474 | — | ↗ |
| 2022-09-16 | MCDONALD JOHN T | Director / Officer | F-InKind | D | Common Stock | 7,265 | 9.38 | 68.1K | 1,489,947 | — | ↗ |
| 2022-09-16 | Hill Michael Douglass | Officer | F-InKind | D | Common Stock | 6,888 | 9.38 | 64.6K | 131,054 | — | ↗ |
| 2022-09-16 | Gill Kinloch III | Officer | F-InKind | D | Common Stock | 1,804 | 9.38 | 16.9K | 80,691 | — | ↗ |
| 2022-09-16 | Doman Dan | Officer | F-InKind | D | Common Stock | 1,804 | 9.38 | 16.9K | 101,081 | — | ↗ |
| 2022-09-16 | Chung David H S | Director | A-Award | A | Common Stock | 11,668 | 0.00 | — | 11,668 | — | ↗ |
| 2022-09-16 | Burk Ian | Officer | F-InKind | D | Common Stock | 508 | 9.38 | 4.8K | 71,573 | — | ↗ |
| 2022-08-23 | ULYSSES AGGREGATOR, LP | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 251,727 | — | ↗ |
| 2022-08-23 | MCDONALD JOHN T | Officer | P-Purchase | A | Common Stock | 10,000 | 11.33 | 113.3K | 243,738 | — | ↗ |
| 2022-08-22 | MCDONALD JOHN T | Director / Officer | P-Purchase | A | Common Stock | 10,000 | 10.99 | 109.9K | 233,738 | — | ↗ |
| 2022-08-19 | MCDONALD JOHN T | Officer | P-Purchase | A | Common Stock | 20,000 | 10.73 | 214.7K | 223,738 | — | ↗ |
| 2022-08-17 | MCDONALD JOHN T | Officer | P-Purchase | A | Common Stock | 10,000 | 11.10 | 111.0K | 203,738 | — | ↗ |
| 2022-08-15 | MCDONALD JOHN T | Officer | P-Purchase | A | Common Stock | 10,000 | 11.22 | 112.2K | 183,738 | — | ↗ |
| 2022-08-11 | MCDONALD JOHN T | Officer | P-Purchase | A | Common Stock | 10,000 | 11.39 | 113.9K | 173,738 | — | ↗ |
| 2022-08-09 | Burk Ian | Officer | S-Sale | D | Common Stock | 16,748 | 11.21 | 187.7K | 72,081 | — | ↗ |
| 2022-08-01 | Walsh Teresa Miles | Director | A-Award | A | Common Stock | 17,830 | 0.00 | — | 31,674 | — | ↗ |
| 2022-08-01 | Ross Joe | Director | A-Award | A | Common Stock | 17,830 | 0.00 | — | 55,729 | — | ↗ |
| 2022-08-01 | Miller Paul Kenneth | Officer | — | D | Common Stock | 0 | 0.00 | — | 94,982 | — | ↗ |
| 2022-08-01 | MAY DAVID | Director | A-Award | A | Common Stock | 17,830 | 0.00 | — | 78,621 | — | ↗ |
| 2022-08-01 | Doman Dan | Officer | — | D | Common Stock | 0 | 0.00 | — | 102,885 | — | ↗ |
| 2022-08-01 | COURTER STEPHEN E | Director | A-Award | A | Common Stock | 17,830 | 0.00 | — | 38,864 | — | ↗ |
| 2022-08-01 | Burk Ian | Officer | — | D | Common Stock | 0 | 0.00 | — | 88,829 | — | ↗ |
| 2022-06-16 | MCDONALD JOHN T | Officer | F-InKind | D | Common Stock | 7,265 | 13.72 | 99.7K | 1,497,212 | — | ↗ |
| 2022-06-16 | Hill Michael Douglass | Officer | F-InKind | D | Common Stock | 6,888 | 13.72 | 94.5K | 137,942 | — | ↗ |
| 2022-06-16 | Gill Kinloch III | Officer | F-InKind | D | Common Stock | 1,804 | 13.72 | 24.8K | 82,495 | — | ↗ |
| 2022-06-16 | Favaron Rodney C | Officer | F-InKind | D | Common Stock | 14,757 | 13.72 | 202.5K | 338,742 | — | ↗ |
| 2022-03-16 | MCDONALD JOHN T | Officer | F-InKind | D | Common Stock | 7,489 | 16.66 | 124.8K | 1,504,477 | — | ↗ |
| 2022-03-16 | Hill Michael Douglass | Officer | F-InKind | D | Common Stock | 7,145 | 16.66 | 119.0K | 144,830 | — | ↗ |
| 2022-03-16 | Gill Kinloch III | Officer | F-InKind | D | Common Stock | 2,507 | 16.66 | 41.8K | 84,299 | — | ↗ |
| 2022-03-16 | Favaron Rodney C | Officer | F-InKind | D | Common Stock | 14,981 | 16.66 | 249.6K | 353,499 | — | ↗ |
| 2022-01-12 | MCDONALD JOHN T | Director / Officer | A-Award | A | Common Stock | 93,750 | 0.00 | — | 1,511,966 | — | ↗ |
| 2022-01-12 | Hill Michael Douglass | Officer | A-Award | A | Common Stock | 67,500 | 0.00 | — | 151,975 | — | ↗ |
| 2022-01-12 | Gill Kinloch III | Officer | A-Award | A | Common Stock | 27,500 | 0.00 | — | 86,806 | — | ↗ |
| 2022-01-12 | Favaron Rodney C | Officer | A-Award | A | Common Stock | 150,000 | 0.00 | — | 368,480 | — | ↗ |
| 2022-01-10 | Hill Michael Douglass | Officer | G-Gift | A | Common Stock | 16,486 | 0.00 | — | 160,042 | — | ↗ |
| 2021-12-20 | Hill Michael Douglass | Officer | G-Gift | D | Common Stock | 108,867 | 0.00 | — | 100,961 | — | ↗ |
| 2021-12-16 | MCDONALD JOHN T | Director / Officer | F-InKind | D | Common Stock | 10,090 | 18.11 | 182.7K | 1,418,216 | — | ↗ |
| 2021-12-16 | Hill Michael Douglass | Officer | F-InKind | D | Common Stock | 7,131 | 18.11 | 129.1K | 209,828 | — | ↗ |
| 2021-12-16 | Gill Kinloch III | Officer | F-InKind | D | Common Stock | 6,558 | 18.11 | 118.8K | 59,306 | — | ↗ |
| 2021-12-16 | Favaron Rodney C | Officer | F-InKind | D | Common Stock | 9,837 | 18.11 | 178.1K | 218,480 | — | ↗ |
| 2021-11-18 | Gill Kinloch III | Officer | S-Sale | D | Common Stock | 3,481 | 21.97 | 76.5K | 65,864 | — | ↗ |
| 2021-09-20 | Hill Michael Douglass | Officer | S-Sale | D | Common Stock | 87 | 35.87 | 3.1K | 216,959 | — | ↗ |
| 2021-09-20 | Favaron Rodney C | Officer | S-Sale | D | Common Stock | 150 | 35.86 | 5.4K | 228,317 | — | ↗ |
| 2021-09-17 | Hill Michael Douglass | Officer | S-Sale | D | Common Stock | 7,111 | 36.62 | 260.4K | 217,046 | — | ↗ |
| 2021-09-17 | Favaron Rodney C | Officer | S-Sale | D | Common Stock | 9,808 | 36.51 | 358.1K | 228,467 | — | ↗ |
| 2021-09-16 | MCDONALD JOHN T | Director / Officer | F-InKind | D | Common Stock | 10,090 | 36.94 | 372.7K | 1,428,306 | — | ↗ |
| 2021-09-16 | Hill Michael Douglass | Officer | G-Gift | A | Common Stock | 34,689 | 0.00 | — | 34,689 | — | ↗ |
| 2021-08-02 | Walsh Teresa Miles | Director | A-Award | A | Common Stock | 6,051 | 0.00 | — | 13,844 | — | ↗ |
| 2021-08-02 | Ross Joe | Director | A-Award | A | Common Stock | 6,051 | 0.00 | — | 37,899 | — | ↗ |
| 2021-08-02 | MAY DAVID | Director | A-Award | A | Common Stock | 6,051 | 0.00 | — | 60,791 | — | ↗ |
| 2021-08-02 | COURTER STEPHEN E | Director | A-Award | A | Common Stock | 6,051 | 0.00 | — | 21,034 | — | ↗ |
| 2021-07-02 | MCDONALD JOHN T | Director / Officer | S-Sale | D | Common Stock | 52,740 | 41.58 | 2.19M | 1,437,707 | — | ↗ |
| 2021-06-30 | MCDONALD JOHN T | Director / Officer | M-Exempt | A | Common Stock | 135,345 | 0.00 | — | 1,490,447 | — | ↗ |
| 2021-06-21 | MCDONALD JOHN T | Director / Officer | S-Sale | D | Common Stock | 51 | 40.45 | 2.1K | 1,355,102 | — | ↗ |
| 2021-06-21 | Hill Michael Douglass | Officer | S-Sale | D | Common Stock | 7,398 | 41.50 | 307.0K | 258,846 | — | ↗ |
| 2021-06-21 | Gill Kinloch III | Officer | S-Sale | D | Common Stock | 55 | 40.71 | 2.2K | 69,345 | — | ↗ |
| 2021-06-21 | Favaron Rodney C | Officer | S-Sale | D | Common Stock | 49 | 40.44 | 2.0K | 238,275 | — | ↗ |
| 2021-06-18 | MCDONALD JOHN T | Director / Officer | S-Sale | D | Common Stock | 10,322 | 41.12 | 424.4K | 1,355,153 | — | ↗ |
| 2021-06-18 | Gill Kinloch III | Officer | S-Sale | D | Common Stock | 3,344 | 40.65 | 135.9K | 69,400 | — | ↗ |
Executive team
Top executives
EBIT / Employee
16.7K
Shares Outstanding
29.36M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | John T. (Jack) McDonald Chief Executive Officer, President, and Chair | 500.0K | — | 4.24M | — | — | 39.8K | 4.77M | 88.69% | ↗ |
| 2 | 2025 | Daniel Doman Chief Product and Operating Officer | 447.9K | — | 1.29M | — | — | — | 1.73M | 74.17% | ↗ |
| 3 | 2025 | Michael D. Hill Chief Financial Officer, Treasurer, and Corporate Secretary | 300.0K | — | 317.8K | — | — | — | 617.8K | 51.44% | ↗ |
| 4 | 2024 | John T. (Jack) McDonald Chief Executive Officer, President, and Chair | 500.0K | — | 3.20M | — | 163.7K | 37.3K | 3.90M | 82.04% | ↗ |
| 5 | 2024 | John T. (Jack) McDonald Chief Executive Officer and Chair | 500.0K | — | 3.20M | — | 163.7K | 37.3K | 3.90M | 82.04% | ↗ |
| 6 | 2024 | Matt Breslin Chief Revenue Officer | 339.5K | — | 643.5K | — | 294.8K | — | 1.28M | 50.36% | ↗ |
| 7 | 2024 | Oliver Yates Chief Sales Officer | 325.0K | — | 579.2K | — | 199.9K | — | 1.10M | 52.46% | ↗ |
| 8 | 2024 | Daniel Doman Chief Product Officer | 375.0K | — | 643.5K | — | 30.7K | — | 1.05M | 61.33% | ↗ |
| 9 | 2024 | Daniel Doman Chief Product and Operating Officer | 375.0K | — | 643.5K | — | 30.7K | — | 1.05M | 61.33% | ↗ |
| 10 | 2024 | Karen Cummings Executive Vice President and General Manager | 375.0K | — | 643.5K | — | 30.7K | — | 1.05M | 61.33% | ↗ |
| 11 | 2024 | Michael D. Hill Chief Financial Officer, Treasurer, and Corporate Secretary | 300.0K | — | 429.0K | — | 61.4K | — | 790.4K | 54.28% | ↗ |
| 12 | 2024 | Michael D. Hill Chief Financial Officer and Treasurer | 300.0K | — | 429.0K | — | 61.4K | — | 790.4K | 54.28% | ↗ |
| 13 | 2023 | John T. (Jack) McDonald Chief Executive Officer, President, and Chair | 325.0K | 250.0K | 2.33M | — | — | 15.5K | 2.92M | 79.74% | ↗ |
| 14 | 2023 | John T. (Jack) McDonald Chief Executive Officer and Chair | 325.0K | 250.0K | 2.33M | — | — | 15.5K | 2.92M | 79.74% | ↗ |
| 15 | 2023 | Oliver Yates Chief Sales Officer | 311.5K | — | 1.08M | — | 219.8K | — | 1.62M | 67.11% | ↗ |
| 16 | 2023 | Michael D. Hill Chief Financial Officer and Treasurer | 300.0K | 75.0K | 852.0K | — | — | — | 1.23M | 69.44% | ↗ |
| 17 | 2023 | Michael D. Hill Chief Financial Officer, Treasurer, and Corporate Secretary | 300.0K | 75.0K | 852.0K | — | — | — | 1.23M | 69.44% | ↗ |
| 18 | 2023 | Daniel Doman Chief Product Officer | 300.0K | — | 852.0K | — | — | — | 1.15M | 73.96% | ↗ |
| 19 | 2023 | Daniel Doman Chief Product and Operating Officer | 300.0K | — | 852.0K | — | — | — | 1.15M | 73.96% | ↗ |
| 20 | 2023 | Paul Miller Former Chief Operating Officer | 300.0K | — | 852.0K | — | — | — | 1.15M | 73.96% | ↗ |
| 21 | 2022 | John T. (Jack) McDonald Chief Executive Officer and Chair | 325.0K | — | 7.75M | — | 255.4K | 664.00 | 8.33M | 93.02% | ↗ |
| 22 | 2022 | Rodney C. Favaron Former President | 216.7K | — | 3.17M | — | — | — | 3.38M | 93.60% | ↗ |
| 23 | 2022 | Michael D. Hill Chief Financial Officer and Treasurer | 275.0K | — | 1.92M | — | 98.4K | — | 2.29M | 83.71% | ↗ |
| 24 | 2022 | Daniel Doman Chief Product Officer | 291.7K | — | 1.51M | — | 39.4K | — | 1.84M | 82.05% | ↗ |
| 25 | 2022 | Ian Burk Chief Business Officer | 225.0K | — | 1.09M | — | 39.4K | — | 1.36M | 80.50% | ↗ |
| 26 | 2022 | Kin Gill Chief Legal Officer and Secretary | 266.7K | — | 933.0K | — | 39.4K | 664.00 | 1.24M | 75.26% | ↗ |
| 27 | 2021 | John T. (Jack) McDonald Chief Executive Officer and Chair | 325.0K | — | 8.32M | — | 446.4K | — | 9.09M | 91.51% | ↗ |
| 28 | 2021 | Rodney C. Favaron Former President | 325.0K | — | 7.33M | — | 148.8K | — | 7.80M | 93.93% | ↗ |
| 29 | 2021 | Rodney C. Favaron President | 325.0K | — | 7.33M | — | 148.8K | — | 7.80M | 93.93% | ↗ |
| 30 | 2021 | Michael D. Hill Chief Financial Officer and Treasurer | 270.0K | — | 3.30M | — | 154.5K | — | 3.72M | 88.59% | ↗ |
| 31 | 2021 | Kin Gill EVP, Chief Legal Officer and Secretary | 260.0K | — | 1.34M | — | 59.5K | — | 1.66M | 80.79% | ↗ |
| 32 | 2021 | Kin Gill Chief Legal Officer and Secretary | 260.0K | — | 1.34M | — | 59.5K | — | 1.66M | 80.79% | ↗ |
| 33 | 2020 | John T. (Jack) McDonald Chief Executive Officer and Chair | 325.0K | — | 8.04M | — | 266.0K | — | 8.63M | 93.15% | ↗ |
| 34 | 2020 | John T. (Jack) McDonald Chief Executive Officer and Chairman | 325.0K | — | 8.04M | — | 266.0K | — | 8.63M | 93.15% | ↗ |
| 35 | 2020 | Timothy W. Mattox Former co-President and Chief Operating Officer | 325.0K | — | 6.22M | — | 179.6K | — | 6.73M | 92.50% | ↗ |
| 36 | 2020 | Rodney C. Favaron President | 270.8K | — | 5.84M | — | 99.4K | 6.3K | 6.21M | 93.94% | ↗ |
| 37 | 2020 | Rodney C. Favaron Former President | 270.8K | — | 5.84M | — | 99.4K | 6.3K | 6.21M | 93.94% | ↗ |
| 38 | 2020 | Michael D. Hill Chief Financial Officer and Treasurer | 270.0K | — | 3.11M | — | 124.4K | — | 3.51M | 88.75% | ↗ |
| 39 | 2019 | John T. McDonald Chief Executive Officer and Chairman | 325.0K | — | 6.18M | — | 1.06M | — | 7.56M | 81.74% | ↗ |
| 40 | 2019 | John T. (Jack) McDonald Chief Executive Officer and Chair | 325.0K | — | 6.18M | — | 1.06M | — | 7.56M | 81.74% | ↗ |
| 41 | 2019 | John T. (Jack) McDonald Chief Executive Officer and Chairman | 325.0K | — | 6.18M | — | 1.06M | — | 7.56M | 81.74% | ↗ |
| 42 | 2019 | Timothy W. Mattox President and Chief Operating Officer | 325.0K | — | 5.15M | — | 609.4K | — | 6.09M | 84.65% | ↗ |
| 43 | 2019 | Timothy W. Mattox Former co-President and Chief Operating Officer | 325.0K | — | 5.15M | — | 609.4K | — | 6.09M | 84.65% | ↗ |
| 44 | 2019 | Michael D. Hill Chief Financial Officer and Treasurer | 270.0K | — | 2.58M | — | 421.9K | — | 3.27M | 78.83% | ↗ |
| 45 | 2018 | John T. (Jack) McDonald Chief Executive Officer and Chairman | 325.0K | — | 5.12M | — | 387.5K | — | 5.84M | 87.79% | ↗ |
| 46 | 2018 | John T. McDonald Chief Executive Officer and Chairman | 325.0K | — | 5.12M | — | 387.5K | — | 5.84M | 87.79% | ↗ |
| 47 | 2018 | Timothy W. Mattox President and Chief Operating Officer | 325.0K | — | 3.01M | — | 387.5K | — | 3.72M | 80.85% | ↗ |
| 48 | 2018 | Timothy W. Mattox Former co-President and Chief Operating Officer | 325.0K | — | 3.01M | — | 387.5K | — | 3.72M | 80.85% | ↗ |
| 49 | 2018 | Michael D. Hill Chief Financial Officer and Treasurer | 270.0K | — | 2.06M | — | 322.0K | — | 2.65M | 77.67% | ↗ |
| 50 | 2017 | John T. McDonald Chief Executive Officer and Chairman | 325.0K | — | 2.23M | — | 443.6K | — | 3.00M | 74.38% | ↗ |
| 51 | 2017 | Timothy W. Mattox President and Chief Operating Officer | 325.0K | — | 1.94M | — | 443.6K | — | 2.71M | 71.60% | ↗ |
| 52 | 2017 | Michael D. Hill Chief Financial Officer and Treasurer | 270.0K | — | 1.09M | — | 368.6K | — | 1.72M | 62.95% | ↗ |
| 53 | 2017 | Michael D. Hill Chief Financial Officer, Treasurer, and Secretary | 270.0K | — | 1.02M | — | 368.6K | — | 1.66M | 61.61% | ↗ |
| 54 | 2016 | Timothy W. Mattox President and Chief Operating Officer | 240.0K | — | 1.02M | — | 189.6K | — | 1.45M | 70.39% | ↗ |
| 55 | 2016 | John T. McDonald Chief Executive Officer and Chairman | 240.0K | 240.0K | 340.5K | — | — | — | 820.5K | 41.50% | ↗ |
| 56 | 2016 | Michael D. Hill Chief Financial Officer, Secretary and Treasurer | 200.0K | — | 340.5K | — | 158.0K | — | 698.5K | 48.75% | ↗ |
| 57 | 2016 | Michael D. Hill Chief Financial Officer and Treasurer | 200.0K | — | 340.5K | — | 158.0K | — | 698.5K | 48.75% | ↗ |
| 58 | 2016 | Michael D. Hill Chief Financial Officer, Treasurer, and Secretary | 200.0K | — | 340.5K | — | 158.0K | — | 698.5K | 48.75% | ↗ |
| 59 | 2015 | Timothy W. Mattox President and Chief Operating Officer | 240.0K | — | 996.0K | — | 75.0K | — | 1.31M | 75.97% | ↗ |
| 60 | 2015 | Michael D. Hill Chief Financial Officer, Secretary and Treasurer | 200.0K | — | 265.6K | — | 48.0K | — | 513.6K | 51.71% | ↗ |
| 61 | 2015 | John T. McDonald Chief Executive Officer and Chairman | 240.0K | — | — | — | — | — | 240.0K | 0.00% | ↗ |
| 62 | 2014 | John T. McDonald Chief Executive Officer and Chairman | 240.0K | 58.4K | 1.49M | — | — | 22.8K | 1.81M | 82.30% | ↗ |
| 63 | 2014 | John T. McDonald Chief Executive Officer and Chairman | 240.0K | — | 1.49M | — | 58.5K | — | 1.79M | 83.34% | ↗ |
| 64 | 2014 | Timothy W. Mattox President and Chief Operating Officer | 110.0K | 27.2K | 715.7K | 304.2K | — | 6.0K | 1.16M | 87.69% | ↗ |
| 65 | 2014 | Timothy W. Mattox President and Chief Operating Officer | 110.0K | — | 715.7K | 304.2K | 27.2K | — | 1.16M | 88.14% | ↗ |
| 66 | 2014 | R. Brian Henley Executive Vice President of Corporate Development and MA | 124.2K | 129.5K | 357.8K | 41.0K | — | 15.1K | 667.6K | 59.74% | ↗ |
| 67 | 2014 | Michael D. Hill Chief Financial Officer, Secretary and Treasurer | 195.0K | — | — | 41.0K | 48.7K | — | 284.7K | 14.40% | ↗ |
| 68 | 2013 | R. Brian Henley Executive Vice President of Corporate Development and MA | 120.0K | 261.3K | — | 45.0K | — | 1.2K | 427.4K | 10.53% | ↗ |
| 69 | 2013 | John T. McDonald Chief Executive Officer and Chairman | 240.0K | 114.5K | — | — | — | 1.3K | 355.8K | 0.00% | ↗ |
| 70 | 2013 | Timothy W. Mattox President and Chief Operating Officer | — | — | — | — | — | — | — | — | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| John T. McDonald | Chairman | 539.8K | male |
| Dan Doman | Chief Operating & Product Officer | 447.9K | male |
| Michael D. Hill | CFO, Corporate Secretary & Treasurer | 300.0K | male |
| Keith Berg | Senior Vice President of KCM Products | — | male |
| Matthew H. Smith | General Counsel & Secretary | — | male |
| Rick Rinewalt | Chief Technology Officer | — | male |
| Rochelle Delley | Chief Security Officer | — | male |
| Sean Nathaniel | Chief Executive Officer | — | male |
| Toby Hottovy | Senior Vice President & GM | — | — |
| Amber Bennett | Senior Vice President of Finance | — | female |
| Yoder | Senior Vice President of Customer Services & Support | — | male |
| Austin Woody | Senior Vice President & GM | — | male |
ESG Rating
ESG Score History SOFTWARE - APPLICATION
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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Community Opinion for UPLD
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
