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Utz Brands, Inc. (UTZ)
USD7.47
-0.01 (-0.13%)
US NYSE Consumer Defensive Packaged Foods
Address
900 High Street 17331
Hanover, PA, US
Hanover, PA, US
CEO
Howard A. Friedman
Website
utzsnacks.com
IPO
2018-11-26
CIK 1739566 ISIN US9180901012
Description
Utz Brands, Inc. operates as a leading producer and marketer within the snack food industry. The company provides a diverse selection of savory snacks, including various types of potato chips (such as kettle and tortilla varieties), pretzels, cheese-based snacks, veggie snacks, pork rinds, party mixes, salsa and queso dips, and ready-to-eat popcorn. These products are sold under an extensive portfolio of well-known labels, including Utz, Zapp's, ON THE BORDER, Golden Flake, Good Health, Boulder Canyon, Hawaiian, TGIF, and TORTIYAHS!, among others. Utz distributes its merchandise through a variety of channels, reaching retailers like grocery stores, mass merchandisers, club warehouses, convenience outlets, and pharmacies. This distribution is achieved using direct shipments, third-party distributors, and its own direct store delivery (DSD) networks. The company was established in 1921 and maintains its corporate headquarters in Hanover, Pennsylvania.
News Sentiment (7d)
Based on only 1 article — low confidence
Market Cap & Enterprise Value
Merger & Acquisition History
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| Collier Creek | CCH | 2020-06-12 | View |
Technical Outlook
Loading 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
USD7.47
-0.01 (-0.13%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
0.84
Float Shares
71.82M
Free Float %
81.2%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.50% | -11.07% | -2.12% | -17.89% | -29.42% | -28.81% | -40.31% | -56.43% | -70.80% | -23.26% | -23.26% |
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 (15 ratings, all time)
Buy
Price Targets & DCF
Current price
7.47
Low
10.00
+34.0%
Consensus
12.43
+66.5%
Median
13.00
+74.1%
High
15.00
+100.9%
DCF (Unlevered)
37.32
+399.9%
DCF (Levered)
47.85
+541.0%
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)
75% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 3 | 0 |
| Buy | 6 | 0 |
| Hold | 3 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 3 |
11.67
+56.3%
|
| Last Quarter | 6 |
11.83
+58.5%
|
| Last Year | 14 |
12.86
+72.3%
|
| All Time | 24 |
16.25
+117.7%
|
Quality scores
Altman Z-Score
0.58
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
1 / 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
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Packaged Foods: +4.4%+2.1% Q1'26: +2.6% (vs Q1'25)
-
EPS growth Packaged Foods: +14.6%-95.2% Q1'26: -122.4% (vs Q1'25)
-
FCF margin FCF growth · Packaged Foods: +15.9%+6.7% ★ Q1'26: -7.2% (vs Q1'25)
-
EBIT margin Packaged Foods: +7.9%+6.9% Q1'26: +1.8% (vs Q1'25)
-
ROIC Packaged Foods: +7.0%+4.1% Q1'26: +2.0% (vs Q1'25)
-
Share dilution Packaged Foods: +0.0%+2.7% Q1'26: +0.9% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Packaged Foods: 0.19×6.45× Q1'26: 0.43× (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 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 7 Rev. Ana. 5 EPS Ana. |
Dec 2027 7 Rev. Ana. 5 EPS Ana. |
Dec 2028 3 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|
| Revenue |
964.31M
est: 961.04M (+0.3%)
|
1.18B
est: 1.18B (+0.4%)
|
1.41B
est: 1.39B (+1.2%)
|
1.44B
est: 1.43B (+0.8%)
|
1.41B
est: 1.42B (-0.6%)
|
1.44B
est: 1.44B (-0.1%)
|
1.50B
1.49B – 1.51B
+3.9% YoY
|
1.51B
1.51B – 1.52B
+1.2% YoY
|
1.56B
1.56B – 1.56B
+2.9% YoY
|
| EBITDA |
85.76M
est: 88.44M (-3.0%)
|
127.67M
est: 137.93M (-7.4%)
|
91.33M
est: 159.98M (-42.9%)
|
99.25M
est: 246.82M (-59.8%)
|
182.12M
est: 245.33M (-25.8%)
|
180.90M
est: 249.12M (-27.4%)
|
258.81M
258.15M – 260.54M
+3.9% YoY
|
261.85M
261.19M – 263.59M
+1.2% YoY
|
269.55M
269.54M – 269.56M
+2.9% YoY
|
| EBIT |
41.02M
est: 34.24M (+19.8%)
|
46.95M
est: 9.37M (+400.8%)
|
4.53M
est: 10.69M (-57.6%)
|
19.76M
est: 187.29M (-89.5%)
|
111.18M
est: 186.16M (-40.3%)
|
98.50M
est: 189.04M (-47.9%)
|
196.39M
195.89M – 197.70M
+3.9% YoY
|
198.70M
198.20M – 200.01M
+1.2% YoY
|
204.54M
204.53M – 204.54M
+2.9% YoY
|
| Net Income |
-96.51M
est: 34.72M (-377.9%)
|
20.56M
est: 11.49M (+79.0%)
|
-392.0K
est: 748.0K (-152.4%)
|
-24.94M
est: 4.51M (-652.5%)
|
15.97M
est: 63.73M (-74.9%)
|
800.0K
est: 70.85M (-98.9%)
|
68.11M
67.23M – 68.98M
-3.9% YoY
|
72.05M
70.28M – 78.29M
+5.8% YoY
|
82.16M
81.71M – 82.60M
+14.0% YoY
|
| SGA |
297.52M
est: 298.35M (-0.3%)
|
375.21M
est: 394.03M (-4.8%)
|
444.40M
est: 446.46M (-0.5%)
|
433.12M
est: 423.88M (+2.2%)
|
435.79M
est: 421.32M (+3.4%)
|
348.00M
est: 427.82M (-18.7%)
|
444.46M
443.33M – 447.44M
+3.9% YoY
|
449.69M
448.55M – 452.67M
+1.2% YoY
|
462.91M
462.89M – 462.92M
+2.9% YoY
|
| EPS |
-1.64
est: 0.41 (-503.5%)
|
0.27
est: 0.58 (-53.6%)
|
0.00
est: 0.51 (-101.0%)
|
-0.31
est: 0.05 (-704.1%)
|
0.19
est: 0.73 (-74.0%)
|
0.01
est: 0.81 (-98.9%)
|
0.78
0.77 – 0.79
-4.1% YoY
|
0.84
0.80 – 0.89
+8.4% YoY
|
0.93
0.93 – 0.94
+11.0% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | C+ | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-11 | C+ | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-08 | C+ | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-07 | C+ | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-06 | C+ | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-05 | C+ | 2/5 | 2/5 | 2/5 | 3/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-04 | C+ | 2/5 | 2/5 | 2/5 | 3/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-01 | C+ | 2/5 | 2/5 | 2/5 | 3/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-30 | C+ | 2/5 | 2/5 | 2/5 | 3/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-29 | C+ | 2/5 | 2/5 | 1/5 | 3/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-28 | C+ | 2/5 | 2/5 | 1/5 | 3/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-27 | C+ | 2/5 | 2/5 | 2/5 | 3/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-24 | B- | 2/5 | 2/5 | 2/5 | 4/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-23 | B- | 2/5 | 2/5 | 2/5 | 4/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-22 | B- | 2/5 | 2/5 | 2/5 | 4/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-21 | B- | 2/5 | 2/5 | 2/5 | 4/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-20 | B- | 2/5 | 2/5 | 2/5 | 4/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-17 | B- | 2/5 | 2/5 | 2/5 | 4/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-16 | B- | 2/5 | 2/5 | 2/5 | 4/5 | 1/5 | 1/5 | 4/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-665.1K
OE per share TTM
0.00
Owner's Yield
-0.09%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
24.8%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
52
Total invested
8.11M
Insider transactions (90d)
11
Beneficial owners (>5%)
29
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Chinh E. Chu | 11.68M | 20.90% | — | 11.68M | — | — | IN | United States | 2019-02-13 | ↗ |
| 2 | Collier Creek Partners LLC | 11.68M | 20.90% | — | 11.68M | — | — | OO | Delaware | 2019-02-13 | ↗ |
| 3 | Jason K. Giordano | 11.68M | 20.90% | — | 11.68M | — | — | IN | United States | 2019-02-13 | ↗ |
| 4 | Roger K. Deromedi | 11.68M | 20.90% | — | 11.68M | — | — | IN | United States | 2019-02-13 | ↗ |
| 5 | 52-0556948 | 7.39M | 9.50% | 1.92M | — | 7.39M | — | IA | Maryland | 2022-02-14 | ↗ |
| 6 | JPMORGAN CHASE & CO.13-2624428 | 5.03M | 6.40% | 4.82M | — | 5.03M | — | HC | Delaware | 2022-01-28 | ↗ |
| 7 | Baron Capital Group, Inc.000000000 | 4.81M | 6.19% | — | 4.81M | — | 4.81M | HC, CO | New York | 2022-02-14 | ↗ |
| 8 | Ronald Baron000000000 | 4.81M | 6.19% | — | 4.81M | — | 4.81M | HC, IN | New York | 2022-02-14 | ↗ |
| 9 | BAMCO INC /NY/000000000 | 4.65M | 5.99% | — | 4.65M | — | 4.65M | IA, CO | New York | 2022-02-14 | ↗ |
| 10 | Neuberger Berman Group LLC | 4.38M | 5.65% | — | 4.32M | — | 4.38M | HC | — | 2022-02-14 | ↗ |
| 11 | Neuberger Berman Investment Advisers LLC | 4.38M | 5.65% | — | 4.32M | — | 4.38M | IA | — | 2022-02-14 | ↗ |
| 12 | (1) BlackRock, Inc. | 4.23M | 5.20% | 4.15M | — | 4.23M | — | HC | Delaware | 2023-02-10 | ↗ |
| 13 | Integrated Core Strategies (US) LLC | 4.19M | 5.10% | — | 4.19M | — | 4.19M | OO | Delaware | 2024-04-01 | ↗ |
| 14 | Israel A. Englander | 4.19M | 5.10% | — | 4.19M | — | 4.19M | IN | Delaware | 2024-04-01 | ↗ |
| 15 | Millennium Group Management LLC | 4.19M | 5.10% | — | 4.19M | — | 4.19M | OO | Delaware | 2024-04-01 | ↗ |
| 16 | Millennium Management LLC | 4.19M | 5.10% | — | 4.19M | — | 4.19M | OO | Delaware | 2024-04-01 | ↗ |
| 17 | 85-4328500 | 4.10M | 5.10% | 1.57M | — | 4.10M | — | IA | Maryland | 2024-02-14 | ↗ |
| 18 | The Vanguard Group - 23-1945930 | 4.08M | 6.87% | — | 22.3K | — | — | IA | Pennsylvania For | 2021-02-10 | ↗ |
| 19 | HGC Investment Management Inc. | 3.48M | 7.91% | 3.48M | — | 3.48M | — | FI | Canada | 2020-02-14 | ↗ |
| 20 | Advisors LLC | 2.90M | 5.20% | — | 2.90M | — | 2.90M | OO | Cayman Islands | 2020-07-15 | ↗ |
| 21 | Advisors LP | 2.90M | 5.20% | — | 2.90M | — | 2.90M | PN | Cayman Islands | 2020-07-15 | ↗ |
| 22 | Fund, LP | 2.90M | 5.20% | — | 2.90M | — | 2.90M | PN | Cayman Islands | 2020-07-15 | ↗ |
| 23 | II | 2.90M | 5.20% | — | 2.90M | — | 2.90M | IN | Cayman Islands | 2020-07-15 | ↗ |
| 24 | LLC | 2.90M | 5.20% | — | 2.90M | — | 2.90M | OO | Cayman Islands | 2020-07-15 | ↗ |
| 25 | LP | 2.90M | 5.20% | — | 2.90M | — | 2.90M | PN | Cayman Islands | 2020-07-15 | ↗ |
| 26 | Andrew M. Cohn and Amy Cohn (community property) | 1.80M | 8.50% | 893.2K | — | 5.10M | — | IN | Maryland | 2018-11-13 | ↗ |
| 27 | Baron Capital Management, Inc.000000000 | 155.3K | 0.20% | — | 155.3K | — | 155.3K | IA, CO | New York | 2022-02-14 | ↗ |
| 28 | Morgan Stanley | 41.1K | 0.10% | — | 40.9K | — | 41.1K | HC, CO | Delaware. | 2021-11-09 | ↗ |
| 29 | Morgan Stanley Investment Management Inc. | 41.1K | 0.10% | — | 40.9K | — | 41.1K | IA, CO | Delaware. | 2021-11-09 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
52
-182 vs prev Q
New positions
12
Closed positions
190
Increased
23
Reduced
18
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 | 7.68M +252.9K (+3.4%) | 79.72M -10.5M (-11.7%) | 8.87% +0.206 pp | 0.00% 0.000 pp | USD18.38 -43.5% | 22 qtrs — |
| 2 | BLACKROCK, INC. | 5.61M +102.8K (+1.9%) | 58.25M -8.7M (-13.0%) | 6.48% +0.055 pp | 0.00% 0.000 pp | USD17.19 -39.6% | 6 qtrs — |
| 3 | JPMORGAN CHASE & CO | 5.49M -1.8M (-24.7%) | 57.01M -31.6M (-35.7%) | 6.37% -2.143 pp | 0.00% -0.002 pp | USD17.48 -40.6% | 22 qtrs — |
| 4 | AMERIPRISE FINANCIAL INC | 4.81M -97.9K (-2.0%) | 49.98M -9.7M (-16.3%) | 5.56% -0.170 pp | 0.01% -0.002 pp | USD15.95 -34.9% | 19 qtrs — |
| 5 | COPELAND CAPITAL MANAGEMENT, LLC | 3.45M +318.8K (+10.2%) | 35.81M -2.2M (-5.9%) | 4.00% +0.346 pp | 0.80% +0.007 pp | USD14.09 -26.3% | 16 qtrs — |
| 6 | MILLENNIUM MANAGEMENT LLC | 2.54M -1.8M (-41.9%) | 26.39M -26.7M (-50.3%) | 2.94% -2.165 pp | 0.01% -0.012 pp | USD13.56 -23.5% | 22 qtrs — |
| 7 | ALYESKA INVESTMENT GROUP, L.P. | 2.41M +1.2M (+105.2%) | 25.07M +10.8M (+75.3%) | 2.79% +1.417 pp | 0.07% +0.028 pp | USD12.52 -17.1% | 6 qtrs — |
| 8 | BALYASNY ASSET MANAGEMENT L.P. | 2.16M -731.6K (-25.3%) | 22.43M -12.7M (-36.2%) | 2.50% -0.878 pp | 0.03% -0.016 pp | USD14.53 -28.6% | 7 qtrs — |
| 9 | JENNISON ASSOCIATES LLC | 1.83M -113.5K (-5.8%) | 19.00M -4.6M (-19.6%) | 2.12% -0.146 pp | 0.01% -0.002 pp | USD15.80 -34.3% | 22 qtrs — |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1.81M +35.6K (+2.0%) | 18.77M -2.8M (-12.8%) | 2.09% +0.021 pp | 0.00% 0.000 pp | USD18.34 -43.4% | 21 qtrs — |
| 11 | GOLDMAN SACHS GROUP INC | 1.75M +475.6K (+37.3%) | 18.17M +2.7M (+17.3%) | 2.02% +0.535 pp | 0.00% +0.000 pp | USD14.26 -27.2% | 22 qtrs — |
| 12 | STATE STREET CORP | 1.69M -77.8K (-4.4%) | 17.60M -3.9M (-18.3%) | 1.95% -0.110 pp | 0.00% 0.000 pp | USD19.24 -46.0% | 21 qtrs — |
| 13 | MARSHALL WACE, LLP | 1.66M +1.2M (+249.9%) | 17.22M +11.5M (+199.0%) | 1.92% +1.363 pp | 0.02% +0.010 pp | USD11.68 -11.1% | 17 qtrs — |
| 14 | DIMENSIONAL FUND ADVISORS LP | 1.64M -380.2K (-18.8%) | 17.05M -7.5M (-30.6%) | 1.90% -0.456 pp | 0.00% -0.002 pp | USD15.12 -31.3% | 13 qtrs — |
| 15 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.44M -51.6K (-3.5%) | 14.96M -3.2M (-17.5%) | 1.67% -0.071 pp | 0.00% -0.001 pp | USD12.48 -16.8% | 3 qtrs — |
| 16 | GW&K INVESTMENT MANAGEMENT, LLC | 1.40M -137.5K (-8.9%) | 14.57M -4.2M (-22.2%) | 1.63% -0.171 pp | 0.13% -0.040 pp | USD15.94 -34.9% | 11 qtrs — |
| 17 | DF DENT & CO INC | 1.30M -171.4K (-11.7%) | 13.49M -4.4M (-24.5%) | 1.50% -0.215 pp | 0.19% -0.037 pp | USD13.81 -24.8% | 17 qtrs — |
| 18 | FMR LLC | 1.05M +453.1K (+75.4%) | 10.94M +3.6M (+49.8%) | 1.22% +0.516 pp | 0.00% +0.000 pp | USD11.58 -10.4% | 16 qtrs — |
| 19 | NORTHERN TRUST CORP | 1.01M +11.1K (+1.1%) | 10.45M -1.6M (-13.6%) | 1.16% +0.001 pp | 0.00% 0.000 pp | USD18.58 -44.1% | 21 qtrs — |
| 20 | MORGAN STANLEY | 996.0K +262.8K (+35.8%) | 10.34M +1.4M (+16.0%) | 1.15% +0.295 pp | 0.00% +0.000 pp | USD13.49 -23.1% | 22 qtrs — |
| 21 | SQUAREPOINT OPS LLC | 994.4K +719.4K (+261.5%) | 10.32M +7.0M (+208.9%) | 1.15% +0.828 pp | 0.01% +0.008 pp | USD11.21 -7.4% | 10 qtrs — |
| 22 | BAHL & GAYNOR INC | 974.5K -71.4K (-6.8%) | 10.11M -2.6M (-20.4%) | 1.13% -0.090 pp | 0.05% -0.012 pp | USD14.99 -30.8% | 19 qtrs — |
| 23 | UBS GROUP AG | 933.2K -769.4K (-45.2%) | 9.69M -11.0M (-53.2%) | 1.08% -0.908 pp | 0.00% -0.002 pp | USD14.88 -30.2% | 22 qtrs — |
| 24 | CLEARBRIDGE INVESTMENTS, LLC | 932.2K +80.2K (+9.4%) | 9.68M -675.6K (-6.5%) | 1.08% +0.087 pp | 0.01% +0.000 pp | USD15.92 -34.8% | 22 qtrs — |
| 25 | TRIBUTARY CAPITAL MANAGEMENT, LLC | 931.7K +87.2K (+10.3%) | 9.67M -590.0K (-5.8%) | 1.08% +0.095 pp | 0.95% +0.024 pp | USD13.66 -24.0% | 4 qtrs — |
| 26 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 886.3K +160.7K (+22.2%) | 9.20M +384.1K (+4.4%) | 1.03% +0.181 pp | 0.02% +0.000 pp | USD13.38 -22.4% | 17 qtrs — |
| 27 | ENVESTNET ASSET MANAGEMENT INC | 876.0K -72.6K (-7.7%) | 9.09M -2.4M (-21.1%) | 1.01% -0.095 pp | 0.00% -0.001 pp | USD14.41 -28.0% | 22 qtrs — |
| 28 | CITADEL ADVISORS LLC | 805.2K -1.5M (-65.0%) | 8.36M -19.6M (-70.1%) | 0.93% -1.755 pp | 0.00% -0.003 pp | USD12.98 -20.0% | 21 qtrs — |
| 29 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 787.7K -158.1K (-16.7%) | 8.18M -3.3M (-28.8%) | 0.90% -0.203 pp | 0.01% -0.002 pp | USD16.24 -36.1% | 14 qtrs — |
| 30 | COLONY GROUP, LLC | 655.6K -239.0 (0.0%) | 7.91M -58.1K (-0.7%) | 0.76% -0.008 pp | 0.01% -0.004 pp | USD17.21 -39.7% | 6 qtrs — |
| 31 | BANK OF AMERICA CORP /DE/ | 628.6K +63.0K (+11.1%) | 6.53M -347.1K (-5.1%) | 0.73% +0.066 pp | 0.00% +0.000 pp | USD15.33 -32.3% | 22 qtrs — |
| 32 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 608.1K -31.3K (-4.9%) | 6.31M -1.5M (-18.8%) | 0.70% -0.044 pp | 0.00% 0.000 pp | USD19.28 -46.2% | 21 qtrs — |
| 33 | DIAMOND HILL CAPITAL MANAGEMENT INC | 585.9K +258.0K (+78.7%) | 6.08M +2.1M (+52.7%) | 0.68% +0.297 pp | 0.03% +0.012 pp | USD11.53 -10.0% | 3 qtrs — |
| 34 | ROYAL BANK OF CANADA | 580.6K +137.4K (+31.0%) | 6.03M +641.0K (+11.9%) | 0.67% +0.154 pp | 0.00% +0.000 pp | USD12.71 -18.3% | 22 qtrs — |
| 35 | TREXQUANT INVESTMENT LP | 556.6K +522.3K (+1,520.9%) | 5.78M +5.4M (+1,284.8%) | 0.64% +0.603 pp | 0.05% +0.047 pp | USD10.49 -1.0% | 9 qtrs — |
| 36 | TWO SIGMA INVESTMENTS, LP | 478.5K -198.3K (-29.3%) | 4.97M -3.3M (-39.6%) | 0.55% -0.237 pp | 0.01% -0.005 pp | USD12.78 -18.8% | 8 qtrs — |
| 37 | JANE STREET GROUP, LLC | 468.1K +334.2K (+249.6%) | 4.86M +3.2M (+198.7%) | 0.54% +0.385 pp | 0.00% +0.001 pp | USD10.89 -4.7% | 19 qtrs — |
| 38 | HRT FINANCIAL LP | 412.3K +390.9K (+1,830.5%) | 4.28M +4.0M (+1,552.1%) | 0.48% +0.451 pp | 0.01% +0.013 pp | USD10.47 -0.9% | 12 qtrs — |
| 39 | INVENOMIC CAPITAL MANAGEMENT LP | 411.5K +411.5K (+100.0%) | 4.27M +4.3M (+100.0%) | 0.48% +0.475 pp | 0.20% +0.199 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 40 | EMERALD ADVISERS, LLC | 360.7K -67.3K (-15.7%) | 3.74M -1.5M (-28.0%) | 0.42% -0.081 pp | 0.12% -0.051 pp | USD15.22 -31.8% | 22 qtrs — |
| 41 | D. E. SHAW & CO., INC. | 356.2K +356.2K (+100.0%) | 3.70M +3.7M (+100.0%) | 0.41% +0.411 pp | 0.00% +0.002 pp | USD10.38 +0.0% | 10 qtrs — |
| 42 | MERCER GLOBAL ADVISORS INC /ADV | 102.2K +102.2K (+100.0%) | 3.56M +3.6M (+100.0%) | 0.12% +0.118 pp | 0.01% +0.005 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 43 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 315.1K +315.1K (+100.0%) | 3.27M +3.3M (+100.0%) | 0.36% +0.364 pp | 0.03% +0.026 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 44 | SEI INVESTMENTS CO | 305.6K +5.5K (+1.8%) | 3.17M -473.8K (-13.0%) | 0.35% +0.003 pp | 0.00% -0.001 pp | USD14.87 -30.2% | 16 qtrs — |
| 45 | WELLS FARGO & COMPANY/MN | 292.2K +16.3K (+5.9%) | 3.03M -319.2K (-9.5%) | 0.34% +0.016 pp | 0.00% 0.000 pp | USD15.57 -33.3% | 22 qtrs — |
| 46 | CRAWFORD INVESTMENT COUNSEL INC | 291.1K -32.2K (-10.0%) | 3.02M -906.5K (-23.1%) | 0.34% -0.041 pp | 0.05% -0.015 pp | USD17.43 -40.4% | 8 qtrs — |
| 47 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 287.5K +287.5K (+100.0%) | 2.98M +3.0M (+100.0%) | 0.33% +0.333 pp | 0.07% +0.070 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 48 | TUDOR INVESTMENT CORP ET AL | 264.5K +264.5K (+100.0%) | 2.75M +2.7M (+100.0%) | 0.31% +0.306 pp | 0.01% +0.005 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 49 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 262.4K +90.6K (+52.8%) | 2.72M +636.7K (+30.5%) | 0.30% +0.103 pp | 0.18% +0.050 pp | USD11.80 -12.0% | 3 qtrs — |
| 50 | ADVISORS CAPITAL MANAGEMENT, LLC | 248.6K -8.7K (-3.4%) | 2.58M -546.2K (-17.5%) | 0.29% -0.012 pp | 0.03% -0.008 pp | USD15.50 -33.0% | 22 qtrs — |
| 51 | POINT72 ASSET MANAGEMENT, L.P. | 242.6K +242.6K (+100.0%) | 2.52M +2.5M (+100.0%) | 0.28% +0.280 pp | 0.00% +0.003 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 52 | STIFEL FINANCIAL CORP | 227.0K +7.6K (+3.4%) | 2.36M -310.0K (-11.6%) | 0.26% +0.006 pp | 0.00% 0.000 pp | USD14.68 -29.3% | 16 qtrs — |
| 53 | JEFFERIES FINANCIAL GROUP INC. | 225.1K +225.1K (+100.0%) | 2.34M +2.3M (+100.0%) | 0.26% +0.261 pp | 0.01% +0.012 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 54 | BANK OF NEW YORK MELLON CORP | 214.2K -228.1K (-51.6%) | 2.22M -3.2M (-58.6%) | 0.25% -0.268 pp | 0.00% -0.001 pp | USD17.57 -40.9% | 22 qtrs — |
| 55 | TWO SIGMA ADVISERS, LP | 188.1K -98.7K (-34.4%) | 1.95M -1.5M (-44.0%) | 0.22% -0.117 pp | 0.00% -0.003 pp | USD12.62 -17.7% | 4 qtrs — |
| 56 | NEUBERGER BERMAN GROUP LLC | 168.6K -204.9K (-54.9%) | 1.75M -2.8M (-61.4%) | 0.19% -0.241 pp | 0.00% -0.002 pp | USD15.21 -31.8% | 22 qtrs — |
| 57 | BARCLAYS PLC | 147.5K -408.0K (-73.4%) | 1.53M -8.3M (-84.4%) | 0.17% -0.478 pp | 0.00% -0.002 pp | USD13.46 -22.9% | 16 qtrs — |
| 58 | SWISS NATIONAL BANK | 144.6K +2.8K (+2.0%) | 1.50M -221.9K (-12.9%) | 0.17% +0.002 pp | 0.00% 0.000 pp | USD20.06 -48.3% | 21 qtrs — |
| 59 | LONDON CO OF VIRGINIA | 144.4K +144.4K (+100.0%) | 1.50M +1.5M (+100.0%) | 0.17% +0.167 pp | 0.01% +0.009 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 60 | NUVEEN, LLC | 140.5K +— (+0.0%) | 1.46M -248.8K (-14.6%) | 0.16% -0.002 pp | 0.00% 0.000 pp | USD14.08 -26.3% | 4 qtrs — |
| 61 | PATHSTONE HOLDINGS, LLC | 140.2K -655.0 (-0.5%) | 1.46M -256.1K (-15.0%) | 0.16% -0.002 pp | 0.01% -0.001 pp | USD16.11 -35.6% | 9 qtrs — |
| 62 | KING LUTHER CAPITAL MANAGEMENT CORP | 136.0K -153.2K (-53.0%) | 1.41M -2.1M (-59.8%) | 0.16% -0.180 pp | 0.01% -0.009 pp | USD16.27 -36.2% | 18 qtrs — |
| 63 | HUDSON BAY CAPITAL MANAGEMENT LP | 135.4K +84.6K (+166.8%) | 1.40M +788.6K (+127.9%) | 0.16% +0.097 pp | 0.00% +0.003 pp | USD11.19 -7.2% | 3 qtrs — |
| 64 | INVESCO LTD. | 132.0K +24.2K (+22.4%) | 1.37M +60.0K (+4.6%) | 0.15% +0.027 pp | 0.00% +0.000 pp | USD15.04 -31.0% | 20 qtrs — |
| 65 | QUANTINNO CAPITAL MANAGEMENT LP | 120.8K +67.7K (+127.2%) | 1.25M +608.1K (+94.1%) | 0.14% +0.078 pp | 0.00% +0.001 pp | USD11.16 -7.0% | 4 qtrs — |
| 66 | RUSSELL INVESTMENTS GROUP, LTD. | 119.9K +57.1K (+91.0%) | 1.24M +481.8K (+63.2%) | 0.14% +0.065 pp | 0.00% +0.001 pp | USD12.86 -19.3% | 16 qtrs — |
| 67 | QUANTBOT TECHNOLOGIES LP | 119.5K +119.5K (+100.0%) | 1.24M +1.2M (+100.0%) | 0.14% +0.139 pp | 0.04% +0.041 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 68 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 114.7K -68.8K (-37.5%) | 1.19M -1.0M (-46.6%) | 0.13% -0.082 pp | 0.00% 0.000 pp | USD15.81 -34.3% | 21 qtrs — |
| 69 | ALGERT GLOBAL LLC | 113.6K +113.6K (+100.0%) | 1.18M +1.2M (+100.0%) | 0.13% +0.131 pp | 0.02% +0.018 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 70 | SELECT ASSET MANAGEMENT & TRUST | 110.5K -7.5K (-6.4%) | 1.15M -287.0K (-20.0%) | 0.13% -0.010 pp | 0.36% -0.085 pp | USD14.19 -26.8% | 16 qtrs — |
| 71 | UBS ASSET MANAGEMENT AMERICAS INC | 109.7K -13.2K (-10.7%) | 1.14M -354.0K (-23.7%) | 0.13% -0.016 pp | 0.00% 0.000 pp | USD15.61 -33.5% | 20 qtrs — |
| 72 | AMERICAN CENTURY COMPANIES INC | 107.4K -37.0K (-25.6%) | 1.12M -640.0K (-36.5%) | 0.12% -0.044 pp | 0.00% 0.000 pp | USD15.27 -32.0% | 9 qtrs — |
| 73 | LPL FINANCIAL LLC | 100.2K +10.9K (+12.2%) | 1.04M -44.9K (-4.1%) | 0.12% +0.012 pp | 0.00% +0.000 pp | USD14.54 -28.6% | 22 qtrs — |
| 74 | RHUMBLINE ADVISERS | 94.4K -15.3K (-13.9%) | 980.0K -352.6K (-26.5%) | 0.11% -0.019 pp | 0.00% 0.000 pp | USD17.59 -41.0% | 19 qtrs — |
| 75 | PRICE T ROWE ASSOCIATES INC /MD/ | 92.8K +16.4K (+21.5%) | 964.0K +36.0K (+3.9%) | 0.11% +0.018 pp | 0.00% +0.000 pp | USD15.69 -33.8% | 22 qtrs — |
| 76 | SAGEWORTH TRUST CO | 91.8K +— (+0.0%) | 952.5K -162.4K (-14.6%) | 0.11% -0.001 pp | 0.04% -0.011 pp | USD12.23 -15.1% | 3 qtrs — |
| 77 | FOX RUN MANAGEMENT, L.L.C. | 90.1K +74.7K (+484.9%) | 935.1K +748.0K (+399.7%) | 0.10% +0.087 pp | 0.14% +0.115 pp | USD10.68 -2.8% | 6 qtrs — |
| 78 | LEGAL & GENERAL GROUP PLC | 77.0K -2.7K (-3.4%) | 799.8K -169.1K (-17.5%) | 0.09% -0.004 pp | 0.00% +0.000 pp | USD16.43 -36.8% | 21 qtrs — |
| 79 | ALLIANCEBERNSTEIN L.P. | 74.5K -235.9K (-76.0%) | 773.5K -3.0M (-79.5%) | 0.09% -0.276 pp | 0.00% -0.001 pp | USD14.43 -28.1% | 19 qtrs — |
| 80 | XTX TOPCO LTD | 74.5K +12.6K (+20.4%) | 773.3K +21.5K (+2.9%) | 0.09% +0.014 pp | 0.02% -0.019 pp | USD11.85 -12.4% | 4 qtrs — |
| 81 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 73.5K -320.0 (-0.4%) | 763.1K -134.0K (-14.9%) | 0.08% -0.001 pp | 0.00% 0.000 pp | USD20.02 -48.2% | 19 qtrs — |
| 82 | EMERALD MUTUAL FUND ADVISERS TRUST | 72.2K -144.8K (-66.7%) | 749.1K -1.9M (-71.6%) | 0.08% -0.170 pp | 0.04% -0.100 pp | USD15.48 -32.9% | 14 qtrs — |
| 83 | CREATIVE PLANNING | 71.6K +20.6K (+40.5%) | 743.0K +123.9K (+20.0%) | 0.08% +0.023 pp | 0.00% +0.000 pp | USD14.05 -26.1% | 9 qtrs — |
| 84 | NATIXIS ADVISORS, L.P. | 71.0K +7.2K (+11.2%) | 737.0K -39.0K (-5.0%) | 0.08% +0.008 pp | 0.00% 0.000 pp | USD13.22 -21.5% | 4 qtrs — |
| 85 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 68.2K +19.3K (+39.6%) | 707.8K +114.2K (+19.2%) | 0.08% +0.022 pp | 0.01% +0.005 pp | USD11.91 -12.8% | 3 qtrs — |
| 86 | CINCTIVE CAPITAL MANAGEMENT LP | 64.4K +64.4K (+100.0%) | 668.2K +668.2K (+100.0%) | 0.07% +0.074 pp | 0.04% +0.036 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 87 | GSA CAPITAL PARTNERS LLP | 63.2K +48.9K (+343.2%) | 656.0K +483.0K (+279.2%) | 0.07% +0.057 pp | 0.06% +0.042 pp | USD11.83 -12.3% | 7 qtrs — |
| 88 | VICTORY CAPITAL MANAGEMENT INC | 62.1K +16.5K (+36.2%) | 644.5K +90.8K (+16.4%) | 0.07% +0.019 pp | 0.00% +0.000 pp | USD15.66 -33.7% | 16 qtrs — |
| 89 | OUTFITTER FINANCIAL LLC | 61.6K -7.2K (-10.5%) | 639.9K -196.6K (-23.5%) | 0.07% -0.009 pp | 0.50% -0.173 pp | USD18.41 -43.6% | 21 qtrs — |
| 90 | DEUTSCHE BANK AG\ | 58.2K +2.4K (+4.2%) | 603.8K -74.4K (-11.0%) | 0.07% +0.002 pp | 0.00% +0.000 pp | USD16.83 -38.3% | 21 qtrs — |
| 91 | VERITION FUND MANAGEMENT LLC | 55.5K +2.3K (+4.4%) | 576.1K -69.8K (-10.8%) | 0.06% +0.002 pp | 0.00% 0.000 pp | USD14.26 -27.2% | 12 qtrs — |
| 92 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 55.5K -57.3K (-50.8%) | 575.9K -794.8K (-58.0%) | 0.06% -0.067 pp | 0.00% -0.001 pp | USD12.21 -15.0% | 3 qtrs — |
| 93 | KIMELMAN & BAIRD, LLC | 54.5K +— (+0.0%) | 565.5K -96.4K (-14.6%) | 0.06% 0.000 pp | 0.04% -0.008 pp | USD16.64 -37.6% | 7 qtrs — |
| 94 | BRINKER CAPITAL INVESTMENTS, LLC | 52.5K -53.0K (-50.2%) | 545.1K -736.4K (-57.5%) | 0.06% -0.062 pp | 0.00% -0.006 pp | USD17.22 -39.7% | 22 qtrs — |
| 95 | SAVOIR FAIRE CAPITAL MANAGEMENT, L.P. | 49.3K -220.2K (-81.7%) | 511.3K -2.8M (-84.4%) | 0.06% -0.257 pp | 0.24% -0.932 pp | USD12.15 -14.6% | 2 qtrs — |
| 96 | FIRST TRUST ADVISORS LP | 47.8K +7.7K (+19.0%) | 496.7K +8.3K (+1.7%) | 0.06% +0.008 pp | 0.00% +0.000 pp | USD11.87 -12.6% | 4 qtrs — |
| 97 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 46.8K +46.8K (+100.0%) | 485.8K +485.8K (+100.0%) | 0.05% +0.054 pp | 0.00% +0.000 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 98 | DAVENPORT & CO LLC | 46.2K -4.4K (-8.6%) | 479.1K -134.8K (-22.0%) | 0.05% -0.005 pp | 0.00% -0.001 pp | USD15.68 -33.8% | 22 qtrs — |
| 99 | METLIFE INVESTMENT MANAGEMENT, LLC | 43.9K +— (+0.0%) | 455.8K -77.7K (-14.6%) | 0.05% 0.000 pp | 0.00% 0.000 pp | USD18.21 -43.0% | 19 qtrs — |
| 100 | LEGACY WEALTH ASSET MANAGEMENT, LLC | 42.4K -5.7K (-11.9%) | 439.9K -144.5K (-24.7%) | 0.05% -0.007 pp | 0.11% -0.034 pp | USD17.13 -39.4% | 19 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 80 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Acuitas Small Cap Active ETF AIMS | 0.61% | 455.0K | 0.75% |
| 2 | JPMorgan Diversified Return U.S. Small Cap Equity ETF JPSE | 0.22% | 1.30M | 0.29% |
| 3 | Inspire Small/Mid Cap ETF ISMD | 0.21% | 676.4K | 0.53% |
| 4 | Fidelity Enhanced Small Cap ETF FESM | 0.13% | 7.34M | 0.28% |
| 5 | Fidelity MSCI Consumer Staples Index ETF FSTA | 0.07% | 973.0K | 0.08% |
| 6 | Vanguard Consumer Staples ETF VDC | 0.07% | 6.16M | 0.09% |
| 7 | Vanguard U.S. Value Factor ETF VFVA | 0.06% | 489.5K | 0.13% |
| 8 | iShares Russell 2000 Value ETF IWN | 0.04% | 5.28M | 0.24% |
| 9 | Dimensional - US Small Cap Value ETF DFSV | 0.04% | 2.79M | 0.30% |
| 10 | Vanguard Global Value Equity Active ETF VVLU.AX | 0.03% | 295.8K | 0.28% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.71
Neutral
Ratio by volume
3.00
Bullish
Buys
20
Sells
28
Shares acquired
783.2K
Shares disposed
146.5K
Cash buys
—
Cash sales
—
Net activity
+636,663
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-23 | Werzyn William Jr. | Director | A-Award | A | Class A Common Stock | 16,927 | 0.00 | — | 39,897 | D | ↗ |
| 2026-04-23 | Stewart Pamela J | Director | A-Award | A | Class A Common Stock | 16,927 | 0.00 | — | 54,571 | D | ↗ |
| 2026-04-23 | Steeneck Craig D. | Director | A-Award | A | Class A Common Stock | 16,927 | 0.00 | — | 312,000 | D | ↗ |
| 2026-04-23 | Lissette Dylan | Director | A-Award | A | Class A Common Stock | 16,927 | 0.00 | — | 160,730 | D | ↗ |
| 2026-04-23 | Lindeman Bruce John | Director | A-Award | A | Class A Common Stock | 16,927 | 0.00 | — | 69,080 | D | ↗ |
| 2026-04-23 | Giordano Jason K | Director | A-Award | A | Class A Common Stock | 16,927 | 0.00 | — | 3,840,293 | D | ↗ |
| 2026-04-23 | Fernandez Antonio F. | Director | A-Award | A | Class A Common Stock | 16,927 | 0.00 | — | 263,533 | D | ↗ |
| 2026-04-23 | DEROMEDI ROGER K | Director | A-Award | A | Class A Common Stock | 16,927 | 0.00 | — | 26,600 | D | ↗ |
| 2026-04-23 | Choi Christina | Director | A-Award | A | Class A Common Stock | 16,927 | 0.00 | — | 50,637 | D | ↗ |
| 2026-04-23 | Brown Timothy | Director | A-Award | A | Class A Common Stock | 16,927 | 0.00 | — | 84,500 | D | ↗ |
| 2026-04-23 | Altmeyer John W | Director | A-Award | A | Class A Common Stock | 16,927 | 0.00 | — | 84,500 | D | ↗ |
| 2026-03-09 | Tewey Ryan Patrick | Officer | A-Award | A | Class A Common Stock | 4,296 | 0.00 | — | 20,854 | D | ↗ |
| 2026-03-09 | Stuart Jeremy K | Officer | A-Award | A | Class A Common Stock | 24,962 | 0.00 | — | 67,469 | D | ↗ |
| 2026-03-09 | Sponaugle James | Officer | A-Award | A | Class A Common Stock | 20,195 | 0.00 | — | 100,254 | D | ↗ |
| 2026-03-09 | Shea Theresa Robbins | Officer | A-Award | A | Class A Common Stock | 23,333 | 0.00 | — | 110,524 | D | ↗ |
| 2026-03-09 | Kelley William J. JR | Officer | A-Award | A | Class A Common Stock | 2,982 | 0.00 | — | 54,021 | D | ↗ |
| 2026-03-09 | Friedman Howard A | Director / Officer | A-Award | A | Class A Common Stock | 132,498 | 0.00 | — | 321,932 | D | ↗ |
| 2026-03-09 | Bentz Jennifer | Officer | A-Award | A | Class A Common Stock | 25,251 | 0.00 | — | 85,000 | D | ↗ |
| 2026-03-09 | Arends Mitchell Andrew | Officer | A-Award | A | Class A Common Stock | 26,013 | 0.00 | — | 101,712 | D | ↗ |
| 2026-02-27 | Lissette Dylan | Director | F-InKind | D | Class A Common Stock | 16,891 | 10.38 | 175.3K | 143,803 | D | ↗ |
| 2026-01-06 | Stuart Jeremy K | Officer | A-Award | A | Class A Common Stock | 23,406 | 0.00 | — | 42,507 | D | ↗ |
| 2026-01-06 | Sponaugle James | Officer | F-InKind | D | Class A Common Stock | 5,771 | 10.38 | 59.9K | 80,059 | D | ↗ |
| 2026-01-06 | Shea Theresa Robbins | Officer | A-Award | A | Class A Common Stock | 21,535 | 0.00 | — | 93,590 | D | ↗ |
| 2026-01-06 | Friedman Howard A | Director / Officer | F-InKind | D | Class A Common Stock | 64,482 | 10.38 | 669.3K | 329,653 | D | ↗ |
| 2026-01-05 | Tewey Ryan Patrick | Officer | A-Award | A | Class A Common Stock | 7,779 | 0.00 | — | 16,558 | D | ↗ |
| 2026-01-05 | Sponaugle James | Officer | A-Award | A | Class A Common Stock | 18,936 | 0.00 | — | 66,245 | D | ↗ |
| 2026-01-05 | Shea Theresa Robbins | Officer | A-Award | A | Class A Common Stock | 21,879 | 0.00 | — | 72,055 | D | ↗ |
| 2026-01-05 | Kelley William J. JR | Officer | A-Award | A | Class A Common Stock | 37,281 | 0.00 | — | 51,039 | D | ↗ |
| 2026-01-05 | Friedman Howard A | Director / Officer | A-Award | A | Class A Common Stock | 123,249 | 0.00 | — | 235,128 | D | ↗ |
| 2026-01-05 | Bentz Jennifer | Officer | A-Award | A | Class A Common Stock | 23,676 | 0.00 | — | 59,749 | D | ↗ |
| 2026-01-05 | Arends Mitchell Andrew | Officer | A-Award | A | Class A Common Stock | 24,390 | 0.00 | — | 75,699 | D | ↗ |
| 2026-01-02 | Tewey Ryan Patrick | Officer | F-InKind | D | Class A Common Stock | 303 | 10.38 | 3.1K | 9,284 | D | ↗ |
| 2026-01-02 | Stuart Jeremy K | Officer | F-InKind | D | Class A Common Stock | 354 | 10.38 | 3.7K | 19,876 | D | ↗ |
| 2026-01-02 | Sponaugle James | Officer | F-InKind | D | Class A Common Stock | 1,578 | 10.38 | 16.4K | 50,439 | D | ↗ |
| 2026-01-02 | Shea Theresa Robbins | Officer | F-InKind | D | Class A Common Stock | 1,616 | 10.38 | 16.8K | 54,051 | D | ↗ |
| 2026-01-02 | Friedman Howard A | Director / Officer | F-InKind | D | Class A Common Stock | 6,021 | 10.38 | 62.5K | 118,297 | D | ↗ |
| 2026-01-02 | Bentz Jennifer | Officer | F-InKind | D | Class A Common Stock | 2,573 | 10.38 | 26.7K | 38,940 | D | ↗ |
| 2026-01-02 | Arends Mitchell Andrew | Officer | F-InKind | D | Class A Common Stock | 10,559 | 10.38 | 109.6K | 53,797 | D | ↗ |
| 2025-12-31 | Sponaugle James | Officer | P-Purchase | A | Class A Common Stock | 679 | 9.86 | 6.7K | 52,017 | D | ↗ |
| 2025-12-31 | Shea Theresa Robbins | Officer | P-Purchase | A | Class A Common Stock | 702 | 9.86 | 6.9K | 55,667 | D | ↗ |
| 2025-12-01 | DEROMEDI ROGER K | Director | G-Gift | D | Class A Common Stock | 15,500 | 0.00 | — | 2,526,615 | I | ↗ |
| 2025-11-24 | Series U of UM Partners, LLC | 10% Owner | P-Purchase | A | Class A Common Stock | 7,971 | 9.51 | 75.8K | 3,570,000 | D | ↗ |
| 2025-11-24 | Series R of UM Partners, LLC | 10% Owner | P-Purchase | A | Class A Common Stock | 1,406 | 9.51 | 13.4K | 630,000 | D | ↗ |
| 2025-11-21 | Series U of UM Partners, LLC | 10% Owner | P-Purchase | A | Class A Common Stock | 70,379 | 9.60 | 675.6K | 3,562,029 | D | ↗ |
| 2025-11-21 | Series R of UM Partners, LLC | 10% Owner | P-Purchase | A | Class A Common Stock | 12,420 | 9.60 | 119.2K | 628,594 | D | ↗ |
| 2025-11-20 | Series U of UM Partners, LLC | 10% Owner | P-Purchase | A | Class A Common Stock | 6,650 | 9.53 | 63.4K | 3,491,650 | D | ↗ |
| 2025-11-20 | Series R of UM Partners, LLC | 10% Owner | P-Purchase | A | Class A Common Stock | 1,174 | 9.53 | 11.2K | 616,174 | D | ↗ |
| 2025-11-18 | Lissette Dylan | Director | P-Purchase | A | Class A Common Stock | 7,010 | 9.99 | 70.0K | 160,694 | D | ↗ |
| 2025-11-07 | Lissette Dylan | Director | P-Purchase | A | Class A Common Stock | 7,901 | 9.99 | 78.9K | 153,684 | D | ↗ |
| 2025-11-03 | Shea Theresa Robbins | Officer | P-Purchase | A | Class A Common Stock | 965 | 10.35 | 10.0K | 54,965 | D | ↗ |
| 2025-11-03 | Series U of UM Partners, LLC | 10% Owner | P-Purchase | A | Class A Common Stock | 85,000 | 10.48 | 890.8K | 3,485,000 | D | ↗ |
| 2025-11-03 | Series R of UM Partners, LLC | 10% Owner | P-Purchase | A | Class A Common Stock | 15,000 | 10.48 | 157.2K | 615,000 | D | ↗ |
| 2025-11-03 | Lissette Dylan | Director | P-Purchase | A | Class A Common Stock | 31,750 | 10.58 | 335.9K | 145,783 | D | ↗ |
| 2025-11-03 | Kelley William J. JR | Officer | P-Purchase | A | Class A Common Stock | 477 | 10.47 | 5.0K | 13,758 | D | ↗ |
| 2025-11-03 | Friedman Howard A | Director / Officer | P-Purchase | A | Class A Common Stock | 7,200 | 10.58 | 76.2K | 66,298 | I | ↗ |
| 2025-09-04 | Choi Christina | Director | S-Sale | D | Class A Common Stock | 5,703 | 13.63 | 77.7K | 33,710 | D | ↗ |
| 2025-08-29 | Kelley William J. JR | Officer | A-Award | A | Class A Common Stock | 127 | 0.00 | — | 13,281 | D | ↗ |
| 2025-08-20 | Lissette Dylan | Director | G-Gift | D | Class A Common Stock | 74,145 | 0.00 | — | 114,033 | D | ↗ |
| 2025-08-15 | Tewey Ryan Patrick | Officer | — | — | Class A Common Stock | 0 | 0.00 | — | 9,587 | D | ↗ |
| 2025-08-08 | DEROMEDI ROGER K | Director | M-Exempt | D | Warrants to purchase Class A Common Stock | 2,400,000 | 11.50 | 27.60M | 0 | I | ↗ |
| 2025-08-07 | Giordano Jason K | Director | M-Exempt | A | Class A Common Stock | 1,920,000 | 11.50 | 22.08M | 5,393,556 | D | ↗ |
| 2025-08-07 | CC Collier Holdings, LLC | Other | M-Exempt | A | Class A Common Stock | 2,880,000 | 0.00 | — | 2,880,000 | D | ↗ |
| 2025-06-30 | Shea Theresa Robbins | Officer | A-Award | A | Class A Common Stock | 1,040 | 11.92 | 12.4K | 54,000 | D | ↗ |
| 2025-06-30 | Arends Mitchell Andrew | Officer | A-Award | A | Class A Common Stock | 1,650 | 11.92 | 19.7K | 64,356 | D | ↗ |
| 2025-06-02 | Stuart Jeremy K | Officer | A-Award | A | Class A Common Stock | 7,836 | 0.00 | — | 23,088 | D | ↗ |
| 2025-06-02 | DEROMEDI ROGER K | Director | G-Gift | D | Class A Common Stock | 12,000 | 0.00 | — | 2,083,389 | I | ↗ |
| 2025-06-01 | Stuart Jeremy K | Officer | — | — | Class A Common Stock | 0 | 0.00 | — | 15,252 | D | ↗ |
| 2025-05-07 | Werzyn William Jr. | Director | P-Purchase | A | Class A Common Stock | 8,000 | 11.81 | 94.5K | 22,970 | D | ↗ |
| 2025-05-05 | Whyte Chad | Officer | P-Purchase | A | Class A Common Stock | 5,000 | 11.96 | 59.8K | 58,717 | D | ↗ |
| 2025-05-05 | Shea Theresa Robbins | Officer | P-Purchase | A | Class A Common Stock | 1,689 | 11.84 | 20.0K | 52,960 | D | ↗ |
| 2025-05-05 | Lissette Dylan | Director | P-Purchase | A | Class A Common Stock | 16,776 | 11.88 | 199.3K | 188,178 | D | ↗ |
| 2025-05-05 | Friedman Howard A | Director / Officer | P-Purchase | A | Class A Common Stock | 6,350 | 11.85 | 75.3K | 272,079 | D | ↗ |
| 2025-05-05 | Brown Timothy | Director | P-Purchase | A | Class A Common Stock | 5,000 | 11.96 | 59.8K | 67,573 | D | ↗ |
| 2025-05-01 | Kelley William J. JR | Officer | A-Award | A | Class A Common Stock | 13,154 | 0.00 | — | 13,154 | D | ↗ |
| 2025-04-24 | Werzyn William Jr. | Director | A-Award | A | Class A Common Stock | 9,673 | 0.00 | — | 14,970 | D | ↗ |
| 2025-04-24 | Stewart Pamela J | Director | A-Award | A | Class A Common Stock | 9,673 | 0.00 | — | 37,644 | D | ↗ |
| 2025-04-24 | Steeneck Craig D. | Director | A-Award | A | Class A Common Stock | 9,673 | 0.00 | — | 295,073 | D | ↗ |
| 2025-04-24 | Lissette Dylan | Director | A-Award | A | Class A Common Stock | 9,673 | 0.00 | — | 171,402 | D | ↗ |
| 2025-04-24 | Lindeman Bruce John | Director | A-Award | A | Class A Common Stock | 9,673 | 0.00 | — | 52,153 | D | ↗ |
| 2025-04-24 | Giordano Jason K | Director | A-Award | A | Class A Common Stock | 9,673 | 0.00 | — | 3,473,556 | D | ↗ |
| 2025-04-24 | Fernandez Antonio F. | Director | A-Award | A | Class A Common Stock | 9,673 | 0.00 | — | 246,606 | D | ↗ |
| 2025-04-24 | DEROMEDI ROGER K | Director | A-Award | A | Class A Common Stock | 9,673 | 0.00 | — | 35,052 | D | ↗ |
| 2025-04-24 | Choi Christina | Director | A-Award | A | Class A Common Stock | 9,673 | 0.00 | — | 39,413 | D | ↗ |
| 2025-04-24 | Brown Timothy | Director | A-Award | A | Class A Common Stock | 9,673 | 0.00 | — | 62,573 | D | ↗ |
| 2025-04-24 | Altmeyer John W | Director | A-Award | A | Class A Common Stock | 9,673 | 0.00 | — | 67,573 | D | ↗ |
| 2025-03-06 | CC Collier Holdings, LLC | Other | S-Sale | D | Class A Common Stock | 496,038 | 13.40 | 6.65M | 0 | D | ↗ |
| 2025-02-28 | Arends Mitchell Andrew | Officer | P-Purchase | A | Class A Common Stock | 2,911 | 13.73 | 40.0K | 62,706 | D | ↗ |
| 2025-02-25 | Shea Theresa Robbins | Officer | P-Purchase | A | Class A Common Stock | 1,395 | 14.31 | 20.0K | 51,271 | D | ↗ |
| 2025-02-24 | Friedman Howard A | Director / Officer | P-Purchase | A | Class A Common Stock | 3,525 | 14.16 | 49.9K | 265,729 | D | ↗ |
| 2025-01-13 | Series U of UM Partners, LLC | 10% Owner | J-Other | D | Class V Common Stock | 1,700,000 | 0.00 | — | 47,046,650 | D | ↗ |
| 2025-01-13 | Series R of UM Partners, LLC | 10% Owner | J-Other | D | Class V Common Stock | 300,000 | 0.00 | — | 8,302,350 | D | ↗ |
| 2025-01-06 | Whyte Chad | Officer | A-Award | A | Class A Common Stock | 4,053 | 0.00 | — | 55,925 | D | ↗ |
| 2025-01-06 | Sponaugle James | Officer | A-Award | A | Class A Common Stock | 5,512 | 0.00 | — | 53,808 | D | ↗ |
| 2025-01-06 | Shea Theresa Robbins | Officer | F-InKind | D | Class A Common Stock | 3,499 | 15.66 | 54.8K | 49,876 | D | ↗ |
| 2025-01-06 | Schreiber Mark | Officer | A-Award | A | Class A Common Stock | 7,296 | 0.00 | — | 124,363 | D | ↗ |
| 2025-01-06 | Redcay Shannan | Officer | A-Award | A | Class A Common Stock | 2,180 | 0.00 | — | 45,124 | D | ↗ |
| 2025-01-06 | Lissette Dylan | Director | A-Award | A | Class A Common Stock | 43,507 | 0.00 | — | 161,729 | D | ↗ |
| 2025-01-06 | Kataria Ajay | Officer | F-InKind | D | Class A Common Stock | 4,292 | 15.66 | 67.2K | 132,550 | D | ↗ |
| 2025-01-06 | Devore Cary | Officer | F-InKind | D | Class A Common Stock | 16,362 | 15.66 | 256.2K | 466,310 | D | ↗ |
| 2025-01-03 | Whyte Chad | Officer | A-Award | A | Class A Common Stock | 10,929 | 0.00 | — | 51,872 | D | ↗ |
| 2025-01-03 | Sponaugle James | Officer | A-Award | A | Class A Common Stock | 10,383 | 0.00 | — | 48,296 | D | ↗ |
| 2025-01-03 | Shea Theresa Robbins | Officer | A-Award | A | Class A Common Stock | 11,997 | 0.00 | — | 46,322 | D | ↗ |
| 2025-01-03 | Schreiber Mark | Officer | A-Award | A | Class A Common Stock | 13,380 | 0.00 | — | 117,067 | D | ↗ |
| 2025-01-03 | Redcay Shannan | Officer | A-Award | A | Class A Common Stock | 10,929 | 0.00 | — | 42,944 | D | ↗ |
| 2025-01-03 | Friedman Howard A | Director / Officer | A-Award | A | Class A Common Stock | 67,578 | 0.00 | — | 262,204 | D | ↗ |
| 2025-01-03 | Bentz Jennifer | Officer | A-Award | A | Class A Common Stock | 12,528 | 0.00 | — | 41,513 | D | ↗ |
| 2025-01-03 | Arends Mitchell Andrew | Officer | A-Award | A | Class A Common Stock | 12,909 | 0.00 | — | 59,795 | D | ↗ |
| 2025-01-02 | Whyte Chad | Officer | F-InKind | D | Class A Common Stock | 3,154 | 15.66 | 49.4K | 48,054 | D | ↗ |
| 2025-01-02 | Sponaugle James | Officer | F-InKind | D | Class A Common Stock | 2,092 | 15.66 | 32.8K | 40,498 | D | ↗ |
| 2025-01-02 | Shea Theresa Robbins | Officer | F-InKind | D | Class A Common Stock | 2,316 | 15.66 | 36.3K | 37,791 | D | ↗ |
| 2025-01-02 | Schreiber Mark | Officer | F-InKind | D | Class A Common Stock | 1,698 | 15.66 | 26.6K | 103,687 | D | ↗ |
| 2025-01-02 | Redcay Shannan | Officer | F-InKind | D | Class A Common Stock | 1,302 | 15.66 | 20.4K | 37,497 | D | ↗ |
| 2025-01-02 | Kataria Ajay | Officer | F-InKind | D | Class A Common Stock | 3,317 | 15.66 | 51.9K | 130,809 | D | ↗ |
| 2025-01-02 | Friedman Howard A | Director / Officer | F-InKind | D | Class A Common Stock | 16,454 | 15.66 | 257.7K | 206,785 | D | ↗ |
| 2025-01-02 | Devore Cary | Officer | F-InKind | D | Class A Common Stock | 1,882 | 15.66 | 29.5K | 424,978 | D | ↗ |
| 2025-01-02 | Bentz Jennifer | Officer | F-InKind | D | Class A Common Stock | 1,956 | 15.66 | 30.6K | 28,985 | D | ↗ |
| 2025-01-02 | Arends Mitchell Andrew | Officer | F-InKind | D | Class A Common Stock | 1,490 | 15.66 | 23.3K | 46,886 | D | ↗ |
| 2024-12-31 | Sponaugle James | Officer | A-Award | A | Class A Common Stock | 421 | 14.88 | 6.3K | 42,590 | D | ↗ |
| 2024-12-31 | Shea Theresa Robbins | Officer | A-Award | A | Class A Common Stock | 811 | 14.88 | 12.1K | 40,107 | D | ↗ |
| 2024-12-31 | Schreiber Mark | Officer | A-Award | A | Class A Common Stock | 324 | 14.88 | 4.8K | 108,768 | D | ↗ |
| 2024-12-31 | Devore Cary | Officer | A-Award | A | Class A Common Stock | 573 | 14.88 | 8.5K | 451,690 | D | ↗ |
| 2024-11-07 | Series U of UM Partners, LLC | 10% Owner | J-Other | D | Class V Common Stock | 850,000 | 0.00 | — | 48,746,650 | D | ↗ |
| 2024-11-07 | Series R of UM Partners, LLC | 10% Owner | J-Other | D | Class V Common Stock | 150,000 | 0.00 | — | 8,602,350 | D | ↗ |
| 2024-11-06 | CC Collier Holdings, LLC | Other | S-Sale | D | Class A Common Stock | 2,815,404 | 17.29 | 48.68M | 496,038 | D | ↗ |
| 2024-11-04 | Devore Cary | Officer | S-Sale | D | Class A Common Stock | 30,000 | 17.32 | 519.5K | 451,117 | D | ↗ |
| 2024-08-29 | Werzyn William Jr. | Director | A-Award | A | Class A Common Stock | 5,297 | 0.00 | — | 5,297 | — | ↗ |
| 2024-08-20 | Werzyn William Jr. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-08-06 | Stewart Pamela J | Director | P-Purchase | A | Class A Common Stock | 895 | 16.81 | 15.0K | 27,971 | — | ↗ |
| 2024-08-05 | Lindeman Bruce John | Director | P-Purchase | A | Class A Common Stock | 4,000 | 16.11 | 64.4K | 42,480 | — | ↗ |
| 2024-07-09 | Series U of UM Partners, LLC | 10% Owner | J-Other | D | Class V Common Stock | 850,000 | 0.00 | — | 49,596,650 | — | ↗ |
| 2024-07-09 | Series R of UM Partners, LLC | 10% Owner | J-Other | D | Class V Common Stock | 150,000 | 0.00 | — | 8,752,350 | — | ↗ |
| 2024-06-30 | Sponaugle James | Officer | A-Award | A | Class A Common Stock | 413 | 15.14 | 6.3K | 42,169 | — | ↗ |
| 2024-06-30 | Shea Theresa Robbins | Officer | A-Award | A | Class A Common Stock | 319 | 15.14 | 4.8K | 39,296 | — | ↗ |
| 2024-06-30 | Schreiber Mark | Officer | A-Award | A | Class A Common Stock | 318 | 15.14 | 4.8K | 108,444 | — | ↗ |
| 2024-06-30 | Kataria Ajay | Officer | A-Award | A | Class A Common Stock | 1,527 | 15.14 | 23.1K | 134,126 | — | ↗ |
| 2024-06-30 | Devore Cary | Officer | A-Award | A | Class A Common Stock | 944 | 15.14 | 14.3K | 481,117 | — | ↗ |
| 2024-06-30 | Arends Mitchell Andrew | Officer | A-Award | A | Class A Common Stock | 1,527 | 15.14 | 23.1K | 48,376 | — | ↗ |
| 2024-05-23 | Choi Christina | Director | S-Sale | D | Class A Common Stock | 3,160 | 17.98 | 56.8K | 29,740 | — | ↗ |
| 2024-05-07 | Lissette Dylan | Director | S-Sale | D | Class A Common Stock | 10,003 | 19.12 | 191.2K | 118,222 | — | ↗ |
| 2024-05-07 | Devore Cary | Officer | S-Sale | D | Class A Common Stock | 40,000 | 18.99 | 759.7K | 480,173 | — | ↗ |
| 2024-05-06 | Series U of UM Partners, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 397,885 | 18.76 | 7.46M | 0 | — | ↗ |
| 2024-05-06 | Series R of UM Partners, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 70,215 | 18.76 | 1.32M | 0 | — | ↗ |
| 2024-05-06 | Schreiber Mark | Officer | S-Sale | D | Class A Common Stock | 20,103 | 19.47 | 391.4K | 108,126 | — | ↗ |
| 2024-05-02 | DEROMEDI ROGER K | Director | S-Sale | D | Class A Common Stock | 62,320 | 19.41 | 1.21M | 2,319,400 | — | ↗ |
| 2024-04-24 | Stewart Pamela J | Director | A-Award | A | Class A Common Stock | 270 | 0.00 | — | 19,656 | — | ↗ |
| 2024-04-24 | Steeneck Craig D. | Director | A-Award | A | Class A Common Stock | 270 | 0.00 | — | 277,980 | — | ↗ |
| 2024-04-24 | Rice Michael W | Director | A-Award | A | Class A Common Stock | 7,420 | 0.00 | — | 9,615 | — | ↗ |
| 2024-04-24 | Lissette Dylan | Director | A-Award | A | Class A Common Stock | 7,420 | 0.00 | — | 128,225 | — | ↗ |
| 2024-04-24 | Lindeman Bruce John | Director | A-Award | A | Class A Common Stock | 270 | 0.00 | — | 31,060 | — | ↗ |
| 2024-04-24 | Giordano Jason K | Director | A-Award | A | Class A Common Stock | 270 | 0.00 | — | 3,456,463 | — | ↗ |
| 2024-04-24 | Fernandez Antonio F. | Director | A-Award | A | Class A Common Stock | 7,420 | 0.00 | — | 236,933 | — | ↗ |
| 2024-04-24 | DEROMEDI ROGER K | Director | A-Award | A | Class A Common Stock | 7,420 | 0.00 | — | 25,379 | — | ↗ |
| 2024-04-24 | Choi Christina | Director | A-Award | A | Class A Common Stock | 7,420 | 0.00 | — | 32,900 | — | ↗ |
| 2024-04-24 | Brown Timothy | Director | A-Award | A | Class A Common Stock | 270 | 0.00 | — | 45,480 | — | ↗ |
| 2024-04-24 | Altmeyer John W | Director | A-Award | A | Class A Common Stock | 270 | 0.00 | — | 50,480 | — | ↗ |
| 2024-03-14 | Chu Chinh | 10% Owner | S-Sale | D | Common Stock | 244,712 | 18.14 | 4.44M | 3,311,442 | — | ↗ |
| 2024-03-14 | CC Collier Holdings, LLC | 10% Owner | S-Sale | D | Common Stock | 244,712 | 18.14 | 4.44M | 3,311,442 | — | ↗ |
| 2024-03-13 | Chu Chinh | 10% Owner | S-Sale | D | Common Stock | 92,226 | 17.80 | 1.64M | 3,556,154 | — | ↗ |
| 2024-03-13 | CC Collier Holdings, LLC | 10% Owner | S-Sale | D | Common Stock | 92,226 | 17.80 | 1.64M | 3,556,154 | — | ↗ |
| 2024-03-12 | DEROMEDI ROGER K | Director | G-Gift | D | Class A Common Stock | 17,750 | 0.00 | — | 2,381,720 | — | ↗ |
| 2024-03-04 | Series U of UM Partners, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 446,250 | 17.40 | 7.76M | 397,885 | — | ↗ |
| 2024-03-04 | Series R of UM Partners, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 78,750 | 17.40 | 1.37M | 70,215 | — | ↗ |
| 2024-02-26 | DEROMEDI ROGER K | Director | S-Sale | D | Class A Common Stock | 3,785 | 19.13 | 72.4K | 3,399,470 | — | ↗ |
| 2024-02-23 | DEROMEDI ROGER K | Director | S-Sale | D | Class A Common Stock | 23,715 | 19.11 | 453.2K | 3,403,255 | — | ↗ |
| 2024-02-22 | DEROMEDI ROGER K | Director | S-Sale | D | Class A Common Stock | 13,377 | 19.04 | 254.7K | 3,426,970 | — | ↗ |
| 2024-02-20 | DEROMEDI ROGER K | Director | S-Sale | D | Class A Common Stock | 7,010 | 19.07 | 133.7K | 3,440,347 | — | ↗ |
| 2024-02-16 | DEROMEDI ROGER K | Director | S-Sale | D | Class A Common Stock | 69,295 | 19.02 | 1.32M | 3,447,357 | — | ↗ |
| 2024-02-15 | DEROMEDI ROGER K | Director | S-Sale | D | Class A Common Stock | 32,052 | 19.10 | 612.3K | 3,516,652 | — | ↗ |
| 2024-02-12 | Series U of UM Partners, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 5,865 | 19.03 | 111.6K | 844,135 | — | ↗ |
| 2024-02-12 | Series R of UM Partners, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 1,035 | 19.03 | 19.7K | 148,965 | — | ↗ |
| 2024-02-12 | DEROMEDI ROGER K | Director | S-Sale | D | Class A Common Stock | 13,446 | 19.03 | 255.9K | 3,548,704 | — | ↗ |
| 2024-01-31 | Whyte Chad | Officer | A-Award | A | Class A Common Stock | 10,776 | 0.00 | — | 51,208 | — | ↗ |
| 2024-01-31 | Sponaugle James | Officer | F-InKind | D | Class A Common Stock | 417 | 16.24 | 6.8K | 32,120 | — | ↗ |
| 2024-01-31 | Shea Theresa Robbins | Officer | A-Award | A | Class A Common Stock | 11,664 | 0.00 | — | 38,977 | — | ↗ |
| 2024-01-31 | Schreiber Mark | Officer | F-InKind | D | Class A Common Stock | 1,445 | 16.24 | 23.5K | 128,229 | — | ↗ |
| 2024-01-31 | Redcay Shannan | Officer | A-Award | A | Class A Common Stock | 10,776 | 0.00 | — | 38,380 | — | ↗ |
| 2024-01-31 | Lissette Dylan | Director | A-Award | A | Class A Common Stock | 20,640 | 0.00 | — | 127,219 | — | ↗ |
| 2024-01-31 | Kataria Ajay | Officer | A-Award | A | Class A Common Stock | 2,580 | 0.00 | — | 133,495 | — | ↗ |
| 2024-01-31 | Friedman Howard A | Director / Officer | A-Award | A | Class A Common Stock | 63,396 | 0.00 | — | 223,239 | — | ↗ |
| 2024-01-31 | Devore Cary | Officer | A-Award | A | Class A Common Stock | 20,640 | 0.00 | — | 356,266 | — | ↗ |
| 2024-01-31 | Bentz Jennifer | Officer | A-Award | A | Class A Common Stock | 12,327 | 0.00 | — | 34,629 | — | ↗ |
| 2024-01-31 | Aumen Eric J | Officer | A-Award | A | Class A Common Stock | 1,238 | 0.00 | — | 25,114 | — | ↗ |
| 2024-01-31 | Arends Mitchell Andrew | Officer | A-Award | A | Class A Common Stock | 13,179 | 0.00 | — | 46,849 | — | ↗ |
| 2023-12-31 | Whyte Chad | Officer | F-InKind | D | Class A Common Stock | 1,936 | 16.24 | 31.4K | 40,432 | — | ↗ |
| 2023-12-31 | Sponaugle James | Officer | F-InKind | D | Class A Common Stock | 874 | 16.24 | 14.2K | 31,304 | — | ↗ |
| 2023-12-31 | Shea Theresa Robbins | Officer | F-InKind | D | Class A Common Stock | 803 | 16.24 | 13.0K | 30,074 | — | ↗ |
| 2023-12-31 | Schreiber Mark | Officer | F-InKind | D | Class A Common Stock | 1,157 | 16.24 | 18.8K | 113,784 | — | ↗ |
| 2023-12-31 | Redcay Shannan | Officer | F-InKind | D | Class A Common Stock | 900 | 16.24 | 14.6K | 29,440 | — | ↗ |
| 2023-12-31 | Kataria Ajay | Officer | F-InKind | D | Class A Common Stock | 2,682 | 16.24 | 43.6K | 112,821 | — | ↗ |
| 2023-12-31 | Friedman Howard A | Director / Officer | F-InKind | D | Class A Common Stock | 8,536 | 16.24 | 138.6K | 176,337 | — | ↗ |
| 2023-12-31 | Devore Cary | Officer | F-InKind | D | Class A Common Stock | 24,109 | 16.24 | 391.5K | 338,294 | — | ↗ |
| 2023-12-31 | Aumen Eric J | Officer | F-InKind | D | Class A Common Stock | 505 | 16.24 | 8.2K | 23,876 | — | ↗ |
| 2023-12-29 | Sponaugle James | Officer | A-Award | A | Class A Common Stock | 369 | 15.43 | 5.7K | 34,259 | — | ↗ |
| 2023-12-29 | Shea Theresa Robbins | Officer | A-Award | A | Class A Common Stock | 298 | 15.43 | 4.6K | 30,877 | — | ↗ |
| 2023-12-29 | Schreiber Mark | Officer | A-Award | A | Class A Common Stock | 302 | 15.43 | 4.7K | 114,941 | — | ↗ |
| 2023-12-29 | Kataria Ajay | Officer | A-Award | A | Class A Common Stock | 24 | 15.43 | 370.32 | 115,503 | — | ↗ |
| 2023-12-29 | Devore Cary | Officer | A-Award | A | Class A Common Stock | 641 | 15.42 | 9.9K | 362,403 | — | ↗ |
| 2023-12-29 | Aumen Eric J | Officer | A-Award | A | Class A Common Stock | 425 | 15.43 | 6.6K | 24,381 | — | ↗ |
| 2023-11-28 | Arends Mitchell Andrew | Officer | A-Award | A | Class A Common Stock | 33,670 | 0.00 | — | 33,670 | — | ↗ |
| 2023-11-27 | Arends Mitchell Andrew | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
32.8K
Shares Outstanding
88.43M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Howard Friedman Chief Executive Officer | 968.3K | — | 2.70M | — | 609.9K | 114.0K | 4.39M | 61.46% | ↗ |
| 2 | 2025 | Ajay Kataria Former Executive Vice President, Chief Financial and Accounting Officer | 246.6K | — | 827.1K | — | 98.1K | 595.2K | 1.77M | 46.81% | ↗ |
| 3 | 2025 | William J. Kelley, Jr. Executive Vice President, Chief Financial Officer | 380.4K | 50.0K | 870.4K | — | 285.2K | — | 1.59M | 54.88% | ↗ |
| 4 | 2025 | Theresa Shea Executive Vice President, Chief Legal Officer & Corporate Secretary | 505.5K | — | 549.8K | — | 200.0K | 14.0K | 1.27M | 43.31% | ↗ |
| 5 | 2025 | Mitchell Arends Executive Vice President, Chief Integrated Supply Chain Officer | 503.9K | — | 423.7K | — | 229.4K | 14.0K | 1.17M | 36.18% | ↗ |
| 6 | 2025 | Jennifer Bentz Executive Vice President, Chief Marketing Officer | 489.2K | — | 411.2K | — | 184.0K | 14.0K | 1.10M | 37.44% | ↗ |
| 7 | 2024 | Howard Friedman Chief Executive Officer | 923.6K | — | 2.85M | — | 1.03M | 111.3K | 4.91M | 57.97% | ↗ |
| 8 | 2024 | Cary Devore Head of Capital Markets and M&A, former Executive Vice President, Chief Operating & Transformation Officer | 572.4K | — | 3.78M | — | 470.3K | 10.4K | 4.83M | 78.20% | ↗ |
| 9 | 2024 | Ajay Kataria Former Executive Vice President, Chief Financial and Accounting Officer | 543.0K | — | 878.7K | — | 374.9K | 11.5K | 1.81M | 48.59% | ↗ |
| 10 | 2024 | Ajay Kataria Executive Vice President, Chief Financial and Accounting Officer | 543.0K | — | 878.7K | — | 374.9K | 11.5K | 1.81M | 48.59% | ↗ |
| 11 | 2024 | Mitchell Arends Executive Vice President, Chief Integrated Supply Chain Officer | 465.0K | — | 591.5K | — | 319.8K | 63.3K | 1.44M | 41.09% | ↗ |
| 12 | 2024 | Mark Schreiber, Executive Vice President, Sales and Chief Customer Officer | 481.7K | — | 592.1K | — | 273.8K | 14.9K | 1.36M | 43.46% | ↗ |
| 13 | 2024 | Theresa Shea Executive Vice President, Chief Legal Officer & Corporate Secretary | 482.6K | — | 523.5K | — | 303.3K | 15.8K | 1.33M | 39.50% | ↗ |
| 14 | 2023 | Howard Friedman Chief Executive Officer | 850.0K | — | 2.38M | — | 776.1K | 112.3K | 4.11M | 57.74% | ↗ |
| 15 | 2023 | Cary Devore Head of Capital Markets and M&A, former Executive Vice President, Chief Operating & Transformation Officer | 552.4K | — | 2.12M | — | 390.5K | 9.9K | 3.07M | 68.95% | ↗ |
| 16 | 2023 | Cary Devore Executive Vice President, Chief Operating & Transformation Officer | 552.4K | — | 2.12M | — | 390.5K | 9.9K | 3.07M | 68.95% | ↗ |
| 17 | 2023 | Ajay Kataria Former Executive Vice President, Chief Financial and Accounting Officer | 522.1K | — | 530.9K | — | 294.1K | 12.0K | 1.36M | 39.06% | ↗ |
| 18 | 2023 | Ajay Kataria Executive Vice President, Chief Financial and Accounting Officer | 522.1K | — | 530.9K | — | 294.1K | 12.0K | 1.36M | 39.06% | ↗ |
| 19 | 2023 | Theresa Shea Executive Vice President, General Counsel & Corporate Secretary | 458.6K | — | 364.6K | — | 310.2K | 13.4K | 1.15M | 31.79% | ↗ |
| 20 | 2023 | Theresa Shea Executive Vice President, Chief Legal Officer & Corporate Secretary | 458.6K | — | 364.6K | — | 310.2K | 13.4K | 1.15M | 31.79% | ↗ |
| 21 | 2023 | Mark Schreiber, Executive Vice President, Sales and Chief Customer Officer | 464.6K | — | 377.3K | — | 238.6K | 12.4K | 1.09M | 34.52% | ↗ |
| 22 | 2022 | Cary Devore Executive Vice President, Chief Operating & Transformation Officer | 533.0K | — | 4.31M | 375.5K | 909.5K | 9.2K | 6.13M | 76.33% | ↗ |
| 23 | 2022 | Cary Devore Head of Capital Markets and M&A, former Executive Vice President, Chief Operating & Transformation Officer | 533.0K | — | 4.31M | 375.5K | 909.5K | 9.2K | 6.13M | 76.33% | ↗ |
| 24 | 2022 | Cary Devore Executive Vice President, Chief Operating Officer | 533.0K | — | 4.31M | 375.5K | 909.5K | 9.2K | 6.13M | 76.33% | ↗ |
| 25 | 2022 | Dylan Lissette Executive Chairman | 796.3K | — | 2.17M | 1.13M | 1.75M | 27.1K | 5.87M | 56.19% | ↗ |
| 26 | 2022 | Howard Friedman Chief Executive Officer | 22.9K | — | 4.23M | — | — | — | 4.25M | 99.46% | ↗ |
| 27 | 2022 | Ajay Kataria Executive Vice President, Chief Financial and Accounting Officer | 473.6K | — | 1.19M | 275.3K | 738.8K | 11.4K | 2.78M | 52.57% | ↗ |
| 28 | 2022 | Ajay Kataria Executive Vice President, Chief Financial Officer | 473.6K | — | 1.19M | 266.7K | 712.5K | 11.6K | 2.65M | 54.83% | ↗ |
| 29 | 2022 | Mark Schreiber, Executive Vice President, Sales and Chief Customer Officer | 448.2K | — | 733.5K | 189.5K | 585.0K | 12.8K | 1.97M | 46.88% | ↗ |
| 30 | 2022 | Theresa Shea Executive Vice President, General Counsel & Corporate Secretary | 431.8K | — | 726.6K | 183.2K | 522.0K | 12.8K | 1.88M | 48.49% | ↗ |
| 31 | 2021 | Dylan Lissette Chief Executive Officer | 769.5K | 195.00 | — | — | 236.4K | 6.2K | 1.01M | 0.00% | ↗ |
| 32 | 2021 | Dylan Lissette Executive Chairman | 769.5K | 195.00 | — | — | 236.4K | 6.2K | 1.01M | 0.00% | ↗ |
| 33 | 2021 | Shane Chambers Executive Vice President, Chief Growth Officer | 406.9K | 300.2K | — | — | 79.0K | 7.0K | 793.1K | 0.00% | ↗ |
| 34 | 2021 | Cary Devore Executive Vice President, Chief Operating & Transformation Officer | 500.0K | 195.00 | — | — | 147.8K | 4.0K | 651.9K | 0.00% | ↗ |
| 35 | 2021 | Cary Devore Executive Vice President, Chief Operating Officer | 500.0K | 195.00 | — | — | 147.8K | 4.0K | 651.9K | 0.00% | ↗ |
| 36 | 2021 | Ajay Kataria Executive Vice President, Chief Financial and Accounting Officer | 395.8K | 195.00 | — | — | 133.0K | 6.9K | 535.9K | 0.00% | ↗ |
| 37 | 2021 | Ajay Kataria Executive Vice President, Chief Financial Officer | 395.8K | 195.00 | — | — | 133.0K | 6.9K | 535.9K | 0.00% | ↗ |
| 38 | 2021 | Mark Schreiber Executive Vice President, Chief Customer Officer | 421.4K | 195.00 | — | — | 98.9K | 7.2K | 527.6K | 0.00% | ↗ |
| 39 | 2021 | Mark Schreiber, Executive Vice President, Sales and Chief Customer Officer | 421.4K | 195.00 | — | — | 98.9K | 7.2K | 527.6K | 0.00% | ↗ |
| 40 | 2021 | Tucker Lawrence Executive Vice President, Chief Supply Chain Officer | 413.0K | 195.00 | — | — | 97.6K | 6.5K | 517.3K | 0.00% | ↗ |
| 41 | 2020 | Dylan B. Lissette Chief Executive Officer | 1.30M | 365.00 | 3.00M | — | 2.38M | 16.6K | 6.70M | 44.80% | ↗ |
| 42 | 2020 | Dylan Lissette Executive Chairman | 1.30M | 365.00 | 1.90M | 1.10M | 2.38M | 16.6K | 6.70M | 44.80% | ↗ |
| 43 | 2020 | Dylan Lissette Chief Executive Officer | 1.30M | 365.00 | 3.00M | — | 2.38M | 16.6K | 6.70M | 44.80% | ↗ |
| 44 | 2020 | Cary Devore Executive Vice President, Chief Financial Officer | 501.9K | 365.00 | 1.53M | — | 738.8K | 11.4K | 2.78M | 54.97% | ↗ |
| 45 | 2020 | Cary Devore Executive Vice President, Chief Operating Officer | 501.9K | 365.00 | 1.25M | 275.3K | 738.8K | 11.4K | 2.78M | 54.97% | ↗ |
| 46 | 2020 | Mark Schreiber Executive Vice President, Chief Customer Officer, Sales & Marketing | 421.6K | 365.00 | 1.19M | — | 472.1K | 19.4K | 2.11M | 56.64% | ↗ |
| 47 | 2020 | Mark Schreiber, Executive Vice President, Sales and Chief Customer Officer | 421.6K | 365.00 | 965.3K | 228.0K | 472.1K | 19.4K | 2.11M | 56.64% | ↗ |
| 48 | 2020 | Mark Schreiber Executive Vice President, Chief Customer Officer | 421.6K | 365.00 | 1.19M | — | 472.1K | 19.4K | 2.11M | 56.64% | ↗ |
| 49 | 2019 | Dylan Lissette Chief Executive Officer | 1.51M | 625.0K | — | — | — | 98.8K | 2.24M | 0.00% | ↗ |
| 50 | 2019 | Dylan B. Lissette Chief Executive Officer | 1.51M | 625.0K | — | — | — | 98.8K | 2.24M | 0.00% | ↗ |
| 51 | 2019 | Cary Devore Executive Vice President, Chief Financial Officer | 387.4K | 481.6K | 844.0K | — | — | 33.7K | 1.75M | 48.32% | ↗ |
| 52 | 2019 | Cary Devore Executive Vice President, Chief Operating Officer | 387.4K | 481.6K | 844.0K | — | — | 33.7K | 1.75M | 48.32% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Howard A. Friedman | Chief Executive Officer & Director | 2M | male |
| Jeremy Stuart | Executive Vice President of Sales & Chief Customer Officer | 770.4K | male |
| Mitchell Arends | Executive VP & Chief Integrated Supply Chain Officer | 747.4K | male |
| Theresa Robbins Shea | Executive VP, Chief Legal Officer & Corporate Secretary | 719.5K | female |
| William J. Kelley Jr. | Executive Vice President & Chief Financial Officer | 715.6K | male |
| Jennifer Bentz | Executive VP & Chief Marketing Officer | 687.1K | female |
| Marek Hejna | Executive Vice President of Finance | — | male |
| James Sponaugle | Executive Vice President & Chief People Officer | — | male |
| Chad Whyte | Executive Vice President of Supply Chain | — | male |
| Shannan Redcay | Executive Vice President of Manufacturing | — | female |
| Trevor Martin | Senior Vice President of Investor Relations | — | male |
ESG Rating
ESG Score History PACKAGED FOODS
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-12-08 | 2026-01-15 | Josh Gottheimer | NJ05 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2025-05-15 | 2025-06-06 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-05-15 | 2025-06-09 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-03-24 | 2025-04-07 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-10-16 | 2023-11-11 | Josh Gottheimer | NJ05 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2023-09-15 | 2023-10-15 | Josh Gottheimer | NJ05 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2023-04-14 | 2023-05-19 | Josh Gottheimer | NJ05 | Joint | Purchase | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for UTZ
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.
