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Vertex, Inc. (VERX)
USD12.86
+0.38 (+3.06%)
US NASDAQ Technology Software - Application
Address
2301 Renaissance Boulevard 19406
King of Prussia, PA, US
King of Prussia, PA, US
CEO
Christopher David Young
Website
vertexinc.com
IPO
2020-07-29
CIK 1806837 ISIN US92538J1060
Description
Vertex, Inc. specializes in delivering advanced tax technology solutions to corporations across various sectors, including retail, communication, leasing, and manufacturing. These services are provided to clients both within the United States and globally. Its comprehensive product portfolio encompasses tools for tax determination, compliance and reporting, efficient tax data and document management, pre-built integration capabilities, and specialized solutions tailored to specific industries. Clients can access their software through traditional on-premise licenses or via cloud-based Software as a Service (SaaS) subscriptions. Beyond its software offerings, Vertex also delivers essential support services. These include implementation and training for its licensed and cloud-based products, as well as outsourced transaction tax return processing and other ancillary tax-related consultations. Established in 1978, Vertex, Inc. has its headquarters situated in King of Prussia, Pennsylvania.
News Sentiment (7d)
13 articles
- Vertex Is Paying a 102% Premium to Acquire Crinetics for $10 Billion. Here's Whether the Deal Is Worth It. The Motley Fool
- Vertex's Crinetics Deal Balances Growth with Integration Risk MarketBeat
- Crinetics shares surge after Vertex agrees to $10B cash buyout Invezz
- Vertex Pharmaceuticals to Acquire Crinetics Pharmaceuticals for $10 Billion WSJ
- Vertex Sees Over $5 Billion Peak Sales Potential From Crinetics Assets Benzinga
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
USD12.86
+0.38 (+3.06%)
Loading historical data…
Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
0.80
Float Shares
142.05M
Free Float %
89.1%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.73% | -3.01% | +25.28% | +9.38% | -34.67% | -32.25% | -63.83% | -31.42% | -17.45% | -43.46% | -43.46% |
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 (17 ratings, all time)
Buy
Price Targets & DCF
Current price
12.86
Low
14.00
+8.9%
Consensus
18.44
+43.4%
Median
19.00
+47.7%
High
25.00
+94.4%
DCF (Unlevered)
6.87
-46.6%
DCF (Levered)
29.86
+132.2%
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)
50% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 4 | 0 |
| Buy | 3 | -1 |
| Hold | 7 | -1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 2 |
19.50
+51.6%
|
| Last Quarter | 10 |
18.80
+46.2%
|
| Last Year | 27 |
26.63
+107.1%
|
| All Time | 38 |
32.87
+155.6%
|
Quality scores
Altman Z-Score
1.89
Grey zone
Piotroski F-Score
3 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
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
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Software - Application: +13.0%+12.3% Q1'26: +11.1% (vs Q1'25)
-
EPS growth Software - Application: +28.6%+111.8% ★ Q1'26: -120.4% (vs Q1'25)
-
FCF margin FCF growth · Software - Application: +45.3%+3.4% Q1'26: +7.8% (vs Q1'25)
-
EBIT margin Software - Application: +9.4%+1.0% Q1'26: -1.5% (vs Q1'25)
-
ROIC Software - Application: +7.5%+2.4% Q1'26: -2.1% (vs Q1'25)
-
Share dilution Software - Application: +0.0%+16.2% Q1'26: +10.1% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×3.44× Q1'26: 3.48× (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 11 Rev. Ana. 8 EPS Ana. |
Dec 2027 11 Rev. Ana. 8 EPS Ana. |
Dec 2028 7 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|
| Revenue |
374.67M
est: 369.06M (+1.5%)
|
425.55M
est: 423.07M (+0.6%)
|
491.62M
est: 486.39M (+1.1%)
|
572.39M
est: 617.83M (-7.4%)
|
666.78M
est: 665.18M (+0.2%)
|
748.44M
est: 748.10M (+0.0%)
|
827.28M
824.95M – 829.58M
+10.6% YoY
|
920.59M
916.04M – 930.08M
+11.3% YoY
|
1.03B
1.03B – 1.03B
+12.2% YoY
|
| EBITDA |
-72.54M
est: 19.57M (-470.7%)
|
41.84M
est: 22.43M (+86.5%)
|
53.07M
est: 25.79M (+105.8%)
|
56.95M
est: 123.60M (-53.9%)
|
102.01M
est: 133.07M (-23.3%)
|
104.51M
est: 149.66M (-30.2%)
|
165.50M
165.03M – 165.96M
+10.6% YoY
|
184.17M
183.26M – 186.07M
+11.3% YoY
|
206.64M
206.37M – 206.91M
+12.2% YoY
|
| EBIT |
-104.76M
est: -22.93M (-356.9%)
|
-2.94M
est: -26.29M (+88.8%)
|
-8.08M
est: -30.22M (+73.3%)
|
-17.51M
est: 28.36M (-161.7%)
|
15.27M
est: 30.53M (-50.0%)
|
7.58M
est: 34.34M (-77.9%)
|
37.97M
37.86M – 38.08M
+10.6% YoY
|
42.25M
42.04M – 42.69M
+11.3% YoY
|
47.41M
47.35M – 47.47M
+12.2% YoY
|
| Net Income |
-75.08M
est: 65.99M (-213.8%)
|
-1.48M
est: 45.56M (-103.2%)
|
-12.30M
est: 45.43M (-127.1%)
|
-13.09M
est: 23.20M (-156.4%)
|
-52.73M
est: 117.00M (-145.1%)
|
7.21M
est: 116.94M (-93.8%)
|
144.58M
131.97M – 157.20M
+23.6% YoY
|
182.06M
177.92M – 186.19M
+25.9% YoY
|
213.71M
196.03M – 231.38M
+17.4% YoY
|
| SGA |
248.48M
est: 194.47M (+27.8%)
|
206.01M
est: 222.93M (-7.6%)
|
246.99M
est: 256.30M (-3.6%)
|
286.17M
est: 304.42M (-6.0%)
|
323.41M
est: 327.76M (-1.3%)
|
368.35M
est: 368.61M (-0.1%)
|
407.63M
406.48M – 408.76M
+10.6% YoY
|
453.60M
451.36M – 458.28M
+11.3% YoY
|
508.96M
508.29M – 509.63M
+12.2% YoY
|
| EPS |
-0.60
est: 0.43 (-241.0%)
|
-0.01
est: 0.29 (-103.4%)
|
-0.08
est: 0.29 (-127.3%)
|
-0.09
est: 0.13 (-169.9%)
|
-0.34
est: 0.61 (-155.7%)
|
0.05
est: 0.64 (-92.2%)
|
0.80
0.73 – 0.87
+24.8% YoY
|
1.01
0.99 – 1.03
+26.8% YoY
|
1.19
1.09 – 1.28
+17.4% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-07 | Piper Sandler | Neutral | Neutral | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-06 | B- | 2/5 | 5/5 | 3/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | C+ | 2/5 | 5/5 | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | C+ | 2/5 | 5/5 | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | C+ | 2/5 | 5/5 | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | C+ | 2/5 | 5/5 | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | C+ | 2/5 | 5/5 | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | C+ | 2/5 | 5/5 | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | C+ | 2/5 | 5/5 | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | C+ | 2/5 | 5/5 | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | C+ | 2/5 | 5/5 | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | C+ | 2/5 | 5/5 | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | C+ | 2/5 | 5/5 | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | C+ | 2/5 | 5/5 | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | C+ | 2/5 | 5/5 | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | C+ | 2/5 | 5/5 | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
93.42M
OE per share TTM
0.57
Owner's Yield
3.64%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
24.2%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
42
Total invested
32.03M
Insider transactions (90d)
0
Beneficial owners (>5%)
32
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Stefanie Thompson | 34.52M | 23.40% | 34.52M | — | 34.52M | — | IN | United States | 2021-02-12 | ↗ |
| 2 | Amanda Radcliffe | 32.43M | 22.00% | 32.35M | 84.2K | 32.35M | 84.2K | IN | United States | 2021-02-12 | ↗ |
| 3 | Jeffrey Westphal | 29.90M | 20.30% | 29.90M | — | 29.90M | — | IN | United States | 2021-02-12 | ↗ |
| 4 | 10. | 20.85M | 8.12% | 20.85M | — | 20.85M | — | HC | New York | 2021-02-16 | ↗ |
| 5 | 8.12% | 20.85M | 8.12% | 20.85M | — | 20.85M | — | HC | New York | 2021-02-16 | ↗ |
| 6 | Conrad Radcliffe | 8.03M | 5.50% | — | 8.03M | — | 8.03M | IN | United States | 2021-02-12 | ↗ |
| 7 | Arthur C. Young | 5.97M | 12.26% | — | 5.97M | — | 5.97M | IN | Delaware | 2022-08-05 | ↗ |
| 8 | Douglas J. Dossey | 5.97M | 12.26% | — | 5.97M | — | 5.97M | IN | Delaware | 2022-08-05 | ↗ |
| 9 | Tensile Capital GP LLC | 5.97M | 12.26% | — | 5.97M | — | 5.97M | PN | Delaware | 2022-08-05 | ↗ |
| 10 | Tensile Capital Management GP LLC | 5.97M | 12.26% | — | 5.97M | — | 5.97M | OO | Delaware | 2022-08-05 | ↗ |
| 11 | Tensile Capital Management LP | 5.97M | 12.26% | — | 5.97M | — | 5.97M | IA, OO | Delaware | 2022-08-05 | ↗ |
| 12 | Tensile Capital Partners Master Fund LP | 5.97M | 12.26% | — | 5.97M | — | 5.97M | PN | Delaware | 2022-08-05 | ↗ |
| 13 | Antoinette Radcliffe | 5.29M | 3.60% | — | 5.29M | — | 5.29M | IN | — | 2021-02-12 | ↗ |
| 14 | (1) BlackRock, Inc. | 5.01M | 7.70% | — | 5.02M | 5.01M | — | HC | Delaware | 2024-11-12 | ↗ |
| 15 | Conestoga Capital Advisors, LLC | 3.49M | 8.57% | 3.34M | — | 3.49M | — | IA | Delaware | 2022-01-10 | ↗ |
| 16 | Neuberger Berman Group LLC | 3.42M | 8.40% | — | 3.39M | — | 3.42M | HC | — | 2022-02-14 | ↗ |
| 17 | Neuberger Berman Investment Advisers LLC | 3.42M | 8.40% | — | 3.39M | — | 3.42M | IA | — | 2022-02-14 | ↗ |
| 18 | David DeStefano | 2.71M | 6.10% | 2.71M | — | 2.71M | — | IN | United States | 2022-02-10 | ↗ |
| 19 | JPMORGAN CHASE & CO.13-2624428 | 2.62M | 6.40% | 2.34M | — | 2.62M | — | HC | Delaware | 2022-01-18 | ↗ |
| 20 | Kyle Westphal | 2.59M | 1.80% | — | 2.59M | — | 2.59M | IN | — | 2021-02-12 | ↗ |
| 21 | Neuberger Berman Equity Funds | 2.34M | 5.73% | — | 2.34M | — | 2.34M | IV | — | 2022-02-14 | ↗ |
| 22 | Neuberger Berman Genesis Fund | 2.34M | 5.73% | — | 2.34M | — | 2.34M | IV | — | 2022-02-14 | ↗ |
| 23 | Conestoga Small Cap Fund | 2.33M | 5.72% | 2.33M | — | 2.33M | — | IV | Delaware | 2022-01-10 | ↗ |
| 24 | Anne Marie Westphal | 2.31M | 1.60% | — | 2.31M | — | 2.31M | IN | — | 2021-02-12 | ↗ |
| 25 | Andrea Schmerin | 1.98M | 1.30% | 1.98M | — | 1.98M | — | IN | United States | 2021-02-12 | ↗ |
| 26 | Samantha Lucas | 1.97M | 1.30% | 1.97M | — | 1.97M | — | IN | United States | 2021-02-12 | ↗ |
| 27 | Mackenzie Lucas | 1.94M | 1.30% | 1.94M | — | 1.94M | — | IN | United States | 2021-02-12 | ↗ |
| 28 | Melanie Lucas | 1.94M | 1.30% | 1.94M | — | 1.94M | — | IN | United States | 2021-02-12 | ↗ |
| 29 | Christopher Thompson | 118.2K | 0.10% | 5.6K | 112.6K | 5.6K | 112.6K | IN | United States | 2021-02-12 | ↗ |
| 30 | Constance Thompson | 112.6K | 0.10% | — | 112.6K | — | 112.6K | IN | United States | 2021-02-12 | ↗ |
| 31 | 95-1411037 | 13.00 | 5.90% | 1.52M | — | 1.52M | — | IA | Delaware | 2021-02-16 | ↗ |
| 32 | 04-2747644 | — | 0.00% | — | — | — | — | IA | Delaware | 2022-02-02 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
42
-187 vs prev Q
New positions
8
Closed positions
186
Increased
24
Reduced
11
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 | CYPRESS POINT INVESTMENT MANAGEMENT LP | 227.0K +227.0K (+100.0%) | 4.54B +4.5B (+100.0%) | 0.16% +0.157 pp | 0.98% +0.976 pp | USD19.97 +0.0% | 1 qtrs NEW |
| 2 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 69.5K +69.5K (+100.0%) | 1.39B +1.4B (+100.0%) | 0.05% +0.048 pp | 0.00% +0.002 pp | USD19.97 +0.0% | 1 qtrs NEW |
| 3 | VANGUARD GROUP INC | 8.35M -38.5K (-0.5%) | 166.72M -41.2M (-19.8%) | 5.79% +0.511 pp | 0.00% -0.001 pp | USD24.83 -19.6% | 22 qtrs — |
| 4 | UBS GROUP AG | 5.73M +3.8M (+196.6%) | 114.40M +66.5M (+138.9%) | 3.97% +2.757 pp | 0.02% +0.011 pp | USD24.04 -16.9% | 22 qtrs — |
| 5 | BLACKROCK, INC. | 5.64M +324.7K (+6.1%) | 112.65M -19.1M (-14.5%) | 3.91% +0.566 pp | 0.00% 0.000 pp | USD39.81 -49.8% | 6 qtrs — |
| 6 | TENSILE CAPITAL MANAGEMENT LP | 3.42M -384.4K (-10.1%) | 68.30M -26.0M (-27.6%) | 2.37% -0.023 pp | 8.85% -2.937 pp | USD15.27 +30.8% | 22 qtrs — |
| 7 | NOMURA HOLDINGS INC | 3.17M +3.2M (+31,728.9%) | 63.37M +63.1M (+25,540.4%) | 1.96% +1.951 pp | 0.08% +0.084 pp | USD19.99 -0.1% | 2 qtrs — |
| 8 | NEUBERGER BERMAN GROUP LLC | 2.82M -168.3K (-5.6%) | 56.32M -17.8M (-24.0%) | 1.74% -0.142 pp | 0.04% -0.012 pp | USD27.11 -26.3% | 22 qtrs — |
| 9 | BROWN ADVISORY INC | 2.78M -302.0K (-9.8%) | 55.49M -20.9M (-27.3%) | 1.71% -0.225 pp | 0.08% -0.022 pp | USD24.79 -19.4% | 2 qtrs — |
| 10 | GENEVA CAPITAL MANAGEMENT LLC | 2.71M -222.4K (-7.6%) | 54.13M -18.6M (-25.6%) | 1.67% -0.174 pp | 1.02% -0.230 pp | USD35.85 -44.3% | 7 qtrs — |
| 11 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.70M -869.6K (-24.4%) | 53.88M -34.6M (-39.1%) | 1.66% -0.581 pp | 0.02% -0.010 pp | USD27.98 -28.6% | 3 qtrs — |
| 12 | CONESTOGA CAPITAL ADVISORS, LLC | 2.51M -36.3K (-1.4%) | 50.06M -13.0M (-20.6%) | 1.55% -0.055 pp | 0.84% -0.169 pp | USD30.81 -35.2% | 21 qtrs — |
| 13 | STATE STREET CORP | 1.85M +136.7K (+8.0%) | 36.93M -5.5M (-13.0%) | 1.28% +0.205 pp | 0.00% 0.000 pp | USD31.84 -37.3% | 21 qtrs — |
| 14 | PARK WEST ASSET MANAGEMENT LLC | 1.83M +583.4K (+46.7%) | 36.61M +5.6M (+18.2%) | 1.27% +0.485 pp | 3.04% +0.430 pp | USD23.26 -14.1% | 2 qtrs — |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 1.79M +93.2K (+5.5%) | 35.81M -6.3M (-15.0%) | 1.24% +0.174 pp | 0.00% -0.001 pp | USD29.99 -33.4% | 22 qtrs — |
| 16 | JPMORGAN CHASE & CO | 1.72M -74.5K (-4.2%) | 34.34M -10.1M (-22.8%) | 1.06% -0.069 pp | 0.00% -0.001 pp | USD28.45 -29.8% | 22 qtrs — |
| 17 | WELLINGTON MANAGEMENT GROUP LLP | 1.54M -621.4K (-28.7%) | 30.76M -22.8M (-42.6%) | 0.95% -0.411 pp | 0.01% -0.004 pp | USD30.76 -35.1% | 3 qtrs — |
| 18 | BARCLAYS PLC | 1.47M +885.1K (+152.0%) | 29.30M +6.9M (+30.7%) | 1.02% +0.651 pp | 0.01% +0.001 pp | USD25.98 -23.1% | 16 qtrs — |
| 19 | LEGACY ADVISORS, LLC | 1.34M +60.0 (+0.0%) | 26.84M -6.5M (-19.4%) | 0.83% -0.017 pp | 2.88% -1.231 pp | USD24.85 -19.6% | 18 qtrs — |
| 20 | PRINCIPAL FINANCIAL GROUP INC | 1.34M +442.2K (+49.5%) | 26.66M +4.5M (+20.4%) | 0.82% +0.261 pp | 0.01% +0.002 pp | USD34.52 -42.1% | 12 qtrs — |
| 21 | ABRDN PLC | 1.22M -224.1K (-15.5%) | 24.40M -11.6M (-32.2%) | 0.75% -0.156 pp | 0.04% -0.019 pp | USD39.80 -49.8% | 8 qtrs — |
| 22 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.22M +360.8K (+42.2%) | 24.27M +3.1M (+14.6%) | 0.75% +0.212 pp | 0.07% +0.013 pp | USD29.77 -32.9% | 21 qtrs — |
| 23 | GOLDMAN SACHS GROUP INC | 1.08M +657.4K (+154.9%) | 21.60M +11.1M (+105.4%) | 0.75% +0.483 pp | 0.00% +0.001 pp | USD27.37 -27.0% | 22 qtrs — |
| 24 | CITIGROUP INC | 1.02M +811.0K (+381.8%) | 20.44M +15.2M (+288.1%) | 0.63% +0.497 pp | 0.01% +0.007 pp | USD22.20 -10.0% | 21 qtrs — |
| 25 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.01M -295.9K (-22.7%) | 20.07M -12.2M (-37.8%) | 0.62% -0.199 pp | 0.05% -0.025 pp | USD48.88 -59.1% | 5 qtrs — |
| 26 | JENNISON ASSOCIATES LLC | 991.8K +172.7K (+21.1%) | 19.81M -499.5K (-2.5%) | 0.61% +0.096 pp | 0.01% +0.000 pp | USD30.01 -33.5% | 7 qtrs — |
| 27 | BANK OF AMERICA CORP /DE/ | 971.7K +414.1K (+74.3%) | 19.40M +5.6M (+40.4%) | 0.67% +0.323 pp | 0.00% +0.001 pp | USD25.40 -21.4% | 22 qtrs — |
| 28 | MORGAN STANLEY | 924.9K -48.6K (-5.0%) | 18.47M -5.7M (-23.5%) | 0.64% +0.029 pp | 0.00% 0.000 pp | USD28.55 -30.1% | 22 qtrs — |
| 29 | BANQUE PICTET & CIE SA | 818.6K -125.4K (-13.3%) | 16.35M -7.1M (-30.1%) | 0.50% -0.089 pp | 0.10% -0.040 pp | USD35.14 -43.2% | 8 qtrs — |
| 30 | DIMENSIONAL FUND ADVISORS LP | 818.2K -169.0K (-17.1%) | 16.34M -8.1M (-33.2%) | 0.50% -0.117 pp | 0.00% -0.002 pp | USD27.67 -27.8% | 17 qtrs — |
| 31 | AMERIPRISE FINANCIAL INC | 799.8K +5.1K (+0.6%) | 15.97M -3.7M (-18.9%) | 0.49% -0.007 pp | 0.00% -0.001 pp | USD37.02 -46.1% | 22 qtrs — |
| 32 | JANUS HENDERSON GROUP PLC | 776.4K -25.3K (-3.1%) | 15.50M -4.4M (-22.0%) | 0.48% -0.026 pp | 0.01% -0.002 pp | USD23.15 -13.7% | 13 qtrs — |
| 33 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 766.2K -325.0K (-29.8%) | 15.30M -11.8M (-43.4%) | 0.47% -0.214 pp | 0.23% -0.156 pp | USD24.04 -16.9% | 22 qtrs — |
| 34 | PALISADE CAPITAL MANAGEMENT, LP | 746.4K +128.2K (+20.7%) | 14.90M -418.8K (-2.7%) | 0.52% +0.129 pp | 0.44% +0.025 pp | USD18.43 +8.4% | 17 qtrs — |
| 35 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 739.7K -1.3M (-63.9%) | 14.77M -36.0M (-70.9%) | 0.46% -0.834 pp | 0.15% -0.234 pp | USD33.59 -40.5% | 3 qtrs — |
| 36 | JANE STREET GROUP, LLC | 719.1K +394.5K (+121.5%) | 14.36M +6.3M (+78.4%) | 0.50% +0.294 pp | 0.00% +0.001 pp | USD23.11 -13.6% | 10 qtrs — |
| 37 | CIBC WORLD MARKETS CORP | 704.6K +704.6K (+100.0%) | 14.07M +14.1M (+100.0%) | 0.43% +0.435 pp | 0.07% +0.068 pp | USD19.97 +0.0% | 1 qtrs NEW |
| 38 | HYPERION CAPITAL ADVISORS LP | 650.0K +110.0K (+20.4%) | 12.98M -406.1K (-3.0%) | 0.40% +0.061 pp | 6.35% -0.805 pp | USD23.97 -16.7% | 2 qtrs — |
| 39 | PEMBROKE MANAGEMENT, LTD | 648.1K -170.0K (-20.8%) | 12.94M -7.3M (-36.2%) | 0.40% -0.115 pp | 1.34% -0.675 pp | USD30.65 -34.8% | 9 qtrs — |
| 40 | NORTHERN TRUST CORP | 634.3K -10.2K (-1.6%) | 12.67M -3.3M (-20.7%) | 0.39% -0.014 pp | 0.00% 0.000 pp | USD33.62 -40.6% | 22 qtrs — |
| 41 | BROWN CAPITAL MANAGEMENT LLC | 610.3K -692.3K (-53.1%) | 12.19M -20.1M (-62.3%) | 0.42% -0.397 pp | 1.00% -0.331 pp | USD38.27 -47.8% | 6 qtrs — |
| 42 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 610.1K +13.6K (+2.3%) | 12.18M -2.6M (-17.6%) | 0.38% +0.001 pp | 0.00% -0.001 pp | USD28.89 -30.9% | 21 qtrs — |
| 43 | BNP PARIBAS ARBITRAGE, SNC | 507.6K +164.0K (+47.7%) | 10.14M +1.6M (+19.0%) | 0.35% +0.136 pp | 0.00% +0.000 pp | USD28.55 -30.1% | 5 qtrs — |
| 44 | FRANKLIN RESOURCES INC | 464.2K -1.0M (-68.5%) | 9.27M -27.2M (-74.6%) | 0.29% -0.641 pp | 0.00% -0.007 pp | USD37.47 -46.7% | 8 qtrs — |
| 45 | PREMIER FUND MANAGERS LTD | 453.3K -120.1K (-20.9%) | 9.08M -5.5M (-37.6%) | 0.28% -0.081 pp | 0.52% -0.075 pp | USD36.88 -45.9% | 7 qtrs — |
| 46 | FRED ALGER MANAGEMENT, LLC | 439.4K -263.6K (-37.5%) | 8.78M -8.7M (-49.6%) | 0.30% -0.138 pp | 0.03% -0.033 pp | USD22.09 -9.6% | 22 qtrs — |
| 47 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 435.8K +27.2K (+6.7%) | 8.70M -1.4M (-14.1%) | 0.30% +0.045 pp | 0.00% 0.000 pp | USD24.58 -18.8% | 13 qtrs — |
| 48 | MIZUHO MARKETS AMERICAS LLC | 378.9K -14.0K (-3.6%) | 7.57M -2.2M (-22.3%) | 0.23% -0.014 pp | 0.15% -0.037 pp | USD34.47 -42.1% | 7 qtrs — |
| 49 | GAGNON SECURITIES LLC | 364.6K -14.0K (-3.7%) | 7.28M -2.1M (-22.4%) | 0.22% -0.013 pp | 1.48% -0.400 pp | USD29.62 -32.6% | 9 qtrs — |
| 50 | UBS ASSET MANAGEMENT AMERICAS INC | 282.4K +158.3K (+127.4%) | 5.64M +2.6M (+83.2%) | 0.17% +0.096 pp | 0.00% +0.001 pp | USD26.58 -24.9% | 12 qtrs — |
| 51 | NEW YORK STATE COMMON RETIREMENT FUND | 282.1K -102.6K (-26.7%) | 5.63M -3.9M (-40.9%) | 0.17% -0.068 pp | 0.01% -0.005 pp | USD29.41 -32.1% | 17 qtrs — |
| 52 | D. E. SHAW & CO., INC. | 275.9K +267.8K (+3,305.8%) | 5.51M +5.3M (+2,643.6%) | 0.17% +0.165 pp | 0.00% +0.003 pp | USD20.43 -2.3% | 12 qtrs — |
| 53 | KORNITZER CAPITAL MANAGEMENT INC /KS | 269.0K +168.0 (+0.1%) | 5.37M -1.3M (-19.4%) | 0.17% -0.003 pp | 0.11% -0.022 pp | USD26.54 -24.8% | 10 qtrs — |
| 54 | RENAISSANCE TECHNOLOGIES LLC | 268.8K +268.8K (+100.0%) | 5.37M +5.4M (+100.0%) | 0.19% +0.186 pp | 0.01% +0.008 pp | USD19.97 +0.0% | 18 qtrs — |
| 55 | SABA CAPITAL MANAGEMENT, L.P. | 263.5K +60.0K (+29.5%) | 5.26M +217.5K (+4.3%) | 0.18% +0.055 pp | 0.16% +0.018 pp | USD28.77 -30.6% | 7 qtrs — |
| 56 | NORRIS PERNE & FRENCH LLP/MI | 259.9K +53.7K (+26.1%) | 5.19M +79.2K (+1.5%) | 0.16% +0.031 pp | 0.34% -0.011 pp | USD31.92 -37.4% | 4 qtrs — |
| 57 | COMERICA BANK | 258.0K -17.4K (-6.3%) | 5.15M -1.7M (-24.5%) | 0.16% -0.014 pp | 0.02% -0.005 pp | USD27.43 -27.2% | 10 qtrs — |
| 58 | DIVISAR CAPITAL MANAGEMENT LLC | 250.0K +250.0K (+100.0%) | 4.99M +5.0M (+100.0%) | 0.15% +0.154 pp | 1.40% +1.403 pp | USD19.97 +0.0% | 1 qtrs NEW |
| 59 | PEREGRINE CAPITAL MANAGEMENT LLC | 249.2K -3.4K (-1.3%) | 4.98M -1.3M (-20.5%) | 0.15% -0.005 pp | 0.15% -0.036 pp | USD35.02 -43.0% | 4 qtrs — |
| 60 | BANK OF NEW YORK MELLON CORP | 245.9K +27.3K (+12.5%) | 4.91M -507.9K (-9.4%) | 0.15% +0.014 pp | 0.00% 0.000 pp | USD35.44 -43.7% | 22 qtrs — |
| 61 | PIER CAPITAL, LLC | 244.6K -47.3K (-16.2%) | 4.88M -2.4M (-32.5%) | 0.15% -0.033 pp | 0.78% -0.351 pp | USD26.25 -23.9% | 12 qtrs — |
| 62 | VOLEON CAPITAL MANAGEMENT LP | 234.0K +234.0K (+100.0%) | 4.67M +4.7M (+100.0%) | 0.16% +0.162 pp | 0.10% +0.101 pp | USD19.97 +0.0% | 1 qtrs NEW |
| 63 | GAGNON ADVISORS, LLC | 232.5K +— (+0.0%) | 4.64M -1.1M (-19.4%) | 0.14% -0.003 pp | 2.95% -0.611 pp | USD29.16 -31.5% | 9 qtrs — |
| 64 | NORTH STAR ASSET MANAGEMENT INC | 220.5K +25.5K (+13.1%) | 4.40M -431.5K (-8.9%) | 0.15% +0.030 pp | 0.18% -0.019 pp | USD30.37 -34.2% | 4 qtrs — |
| 65 | DEUTSCHE BANK AG\ | 218.7K +167.9K (+330.5%) | 4.37M +3.1M (+246.8%) | 0.13% +0.103 pp | 0.00% +0.001 pp | USD23.61 -15.4% | 10 qtrs — |
| 66 | HERALD INVESTMENT MANAGEMENT LTD | 200.0K +— (+0.0%) | 3.99M -964.0K (-19.4%) | 0.14% +0.013 pp | 0.52% -0.139 pp | USD24.79 -19.4% | 2 qtrs — |
| 67 | Y-INTERCEPT (HONG KONG) LTD | 189.0K +138.2K (+272.1%) | 3.77M +2.5M (+199.8%) | 0.12% +0.085 pp | 0.08% +0.054 pp | USD21.27 -6.1% | 4 qtrs — |
| 68 | BANCO SANTANDER, S.A. | 184.8K +7.0K (+3.9%) | 3.69M -717.3K (-16.3%) | 0.11% +0.002 pp | 0.03% -0.012 pp | USD34.98 -42.9% | 7 qtrs — |
| 69 | ROUBAIX CAPITAL, LLC | 184.4K +184.4K (+100.0%) | 3.68M +3.7M (+100.0%) | 0.11% +0.114 pp | 1.57% +1.571 pp | USD19.97 +0.0% | 1 qtrs NEW |
| 70 | EDGESTREAM PARTNERS, L.P. | 166.3K +166.3K (+100.0%) | 3.32M +3.3M (+100.0%) | 0.10% +0.103 pp | 0.09% +0.094 pp | USD19.97 +0.0% | 1 qtrs NEW |
| 71 | GRANAHAN INVESTMENT MANAGEMENT, LLC | 150.3K -139.0K (-48.0%) | 3.00M -4.2M (-58.2%) | 0.10% -0.078 pp | 0.13% -0.165 pp | USD24.96 -20.0% | 10 qtrs — |
| 72 | CAPTION MANAGEMENT, LLC | 150.0K +— (+0.0%) | 3.00M -723.0K (-19.4%) | 0.10% +0.010 pp | 0.02% -0.009 pp | USD24.79 -19.4% | 2 qtrs — |
| 73 | — | 145.8K +145.8K (+100.0%) | 2.91M +2.9M (+100.0%) | 0.10% +0.101 pp | 0.06% +0.056 pp | USD19.97 +0.0% | 1 qtrs NEW |
| 74 | SWISS NATIONAL BANK | 144.9K +2.9K (+2.0%) | 2.89M -626.5K (-17.8%) | 0.09% +0.000 pp | 0.00% 0.000 pp | USD27.42 -27.2% | 21 qtrs — |
| 75 | SEI INVESTMENTS CO | 140.2K -231.2K (-62.3%) | 2.80M -6.4M (-69.6%) | 0.09% -0.147 pp | 0.00% -0.007 pp | USD33.32 -40.1% | 22 qtrs — |
| 76 | NUVEEN, LLC | 139.3K +7.6K (+5.8%) | 2.78M -483.3K (-14.8%) | 0.10% +0.014 pp | 0.00% 0.000 pp | USD34.19 -41.6% | 4 qtrs — |
| 77 | ROYCE & ASSOCIATES LP | 136.0K +25.5K (+23.1%) | 2.72M -23.4K (-0.9%) | 0.08% +0.014 pp | 0.03% +0.000 pp | USD26.78 -25.4% | 12 qtrs — |
| 78 | KENNEDY CAPITAL MANAGEMENT LLC | 136.0K +708.0 (+0.5%) | 2.72M -638.0K (-19.0%) | 0.08% -0.001 pp | 0.06% -0.017 pp | USD24.39 -18.1% | 10 qtrs — |
| 79 | ROYAL BANK OF CANADA | 132.1K -149.4K (-53.1%) | 2.64M -4.3M (-62.2%) | 0.09% -0.086 pp | 0.00% -0.001 pp | USD30.54 -34.6% | 22 qtrs — |
| 80 | VOYA INVESTMENT MANAGEMENT LLC | 125.9K -17.1K (-11.9%) | 2.51M -1.0M (-29.1%) | 0.08% -0.012 pp | 0.00% -0.001 pp | USD45.76 -56.4% | 7 qtrs — |
| 81 | LAZARD FRERES GESTION S.A.S. | 110.0K +40.0K (+57.1%) | 2.20M +461.0K (+26.6%) | 0.07% +0.024 pp | 0.04% +0.007 pp | USD24.96 -20.0% | 3 qtrs — |
| 82 | XTX TOPCO LTD | 107.9K +87.8K (+436.2%) | 2.15M +1.7M (+332.0%) | 0.07% +0.062 pp | 0.06% +0.031 pp | USD22.81 -12.5% | 4 qtrs — |
| 83 | CAMPBELL & CO INVESTMENT ADVISER LLC | 103.7K +86.9K (+517.1%) | 2.07M +1.7M (+397.1%) | 0.06% +0.053 pp | 0.10% +0.068 pp | USD22.46 -11.1% | 5 qtrs — |
| 84 | AQUATIC CAPITAL MANAGEMENT LLC | 97.3K +97.3K (+100.0%) | 1.94M +1.9M (+100.0%) | 0.07% +0.067 pp | 0.06% +0.055 pp | USD19.97 +0.0% | 6 qtrs — |
| 85 | ENVESTNET ASSET MANAGEMENT INC | 88.5K -105.0K (-54.3%) | 1.77M -3.0M (-63.2%) | 0.06% -0.060 pp | 0.00% -0.001 pp | USD24.90 -19.8% | 22 qtrs — |
| 86 | BAIRD FINANCIAL GROUP, INC. | 87.2K -7.0K (-7.4%) | 1.74M -593.0K (-25.4%) | 0.05% -0.006 pp | 0.00% -0.001 pp | USD36.51 -45.3% | 7 qtrs — |
| 87 | WELLS FARGO & COMPANY/MN | 86.8K +32.2K (+58.9%) | 1.73M +378.9K (+28.0%) | 0.06% +0.026 pp | 0.00% +0.000 pp | USD29.52 -32.4% | 22 qtrs — |
| 88 | BULLSEYE ASSET MANAGEMENT LLC | 85.3K -26.4K (-23.6%) | 1.70M -1.1M (-38.5%) | 0.05% -0.018 pp | 0.92% -0.532 pp | USD31.65 -36.9% | 22 qtrs — |
| 89 | RHUMBLINE ADVISERS | 85.3K -9.4K (-9.9%) | 1.70M -643.4K (-27.4%) | 0.06% 0.000 pp | 0.00% -0.001 pp | USD36.24 -44.9% | 11 qtrs — |
| 90 | SQUAREPOINT OPS LLC | 82.2K +82.2K (+100.0%) | 1.64M +1.6M (+100.0%) | 0.05% +0.051 pp | 0.00% +0.002 pp | USD19.97 +0.0% | 8 qtrs — |
| 91 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 75.8K +1.5K (+2.1%) | 1.51M -328.1K (-17.8%) | 0.05% +0.000 pp | 0.00% -0.001 pp | USD37.00 -46.0% | 7 qtrs — |
| 92 | LEGAL & GENERAL GROUP PLC | 74.2K -8.1K (-9.9%) | 1.48M -558.8K (-27.4%) | 0.05% -0.006 pp | 0.00% 0.000 pp | USD27.22 -26.6% | 22 qtrs — |
| 93 | JAIN GLOBAL LLC | 72.3K +41.0K (+131.3%) | 1.44M +668.8K (+86.3%) | 0.05% +0.031 pp | 0.01% +0.003 pp | USD26.62 -25.0% | 5 qtrs — |
| 94 | PRICE T ROWE ASSOCIATES INC /MD/ | 70.6K +14.0K (+24.8%) | 1.41M +7.0K (+0.5%) | 0.05% +0.013 pp | 0.00% +0.000 pp | USD41.18 -51.5% | 18 qtrs — |
| 95 | ALLIANCEBERNSTEIN L.P. | 70.3K -899.0 (-1.3%) | 1.40M -361.2K (-20.5%) | 0.05% +0.004 pp | 0.00% 0.000 pp | USD35.98 -44.5% | 7 qtrs — |
| 96 | CITADEL ADVISORS LLC | 64.5K -5.6K (-8.0%) | 1.29M -449.7K (-25.9%) | 0.04% +0.001 pp | 0.00% 0.000 pp | USD26.36 -24.2% | 13 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 85 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | State Street SPDR S&P Software & Services ETF XSW | 0.70% | 3.06M | 0.35% |
| 2 | State Street SPDR FactSet Innovative Technology ETF XITK | 0.61% | 440.6K | 0.45% |
| 3 | Global X - FinTech ETF FINX | 0.18% | 301.6K | 0.68% |
| 4 | Fidelity Enhanced Small Cap ETF FESM | 0.16% | 9.19M | 0.28% |
| 5 | Timothy Plan US Small Cap Core ETF TPSC | 0.15% | 488.2K | 0.52% |
| 6 | Harbor Human Capital Factor US Small Cap ETF HAPS | 0.13% | 230.1K | 0.61% |
| 7 | Vanguard U.S. Quality Factor ETF VFQY | 0.10% | 480.9K | 0.13% |
| 8 | iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV | 0.06% | 165.0K | 0.20% |
| 9 | iShares Russell 2000 Growth ETF IWO | 0.06% | 8.49M | 0.24% |
| 10 | Vanguard Russell 2000 Growth ETF VTWG | 0.05% | 870.6K | 0.06% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.71
Neutral
Ratio by volume
1.98
Bullish
Buys
22
Sells
31
Shares acquired
1.29M
Shares disposed
651.7K
Cash buys
5.00
Cash sales
—
Net activity
+638,968
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-09 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | P-Purchase | D | Class A Common Stock | 10,000 | 15.05 | 150.5K | 1,221,100 | D | ↗ |
| 2026-02-24 | DeStefano David | Director | M-Exempt | A | Class A Common Stock | 109,233 | 0.00 | — | 1,307,500 | D | ↗ |
| 2026-02-23 | Young Christopher David | Director / Officer | P-Purchase | A | Class A Common Stock | 60,000 | 12.18 | 730.8K | 60,000 | I | ↗ |
| 2026-02-23 | SCHWAB JOHN R | Officer | M-Exempt | D | Restricted Stock Units | 30,305 | 0.00 | — | 30,305 | D | ↗ |
| 2026-02-23 | Rowland Bryan T.R. | Officer | M-Exempt | A | Class A Common Stock | 6,428 | 0.00 | — | 14,640 | D | ↗ |
| 2026-02-23 | DeStefano David | Director | M-Exempt | D | Restricted Stock Units | 101,395 | 0.00 | — | 101,396 | D | ↗ |
| 2026-02-20 | SCHWAB JOHN R | Officer | M-Exempt | A | Class A Common Stock | 15,878 | 0.00 | — | 126,975 | D | ↗ |
| 2026-02-20 | Rowland Bryan T.R. | Officer | M-Exempt | D | Restricted Stock Units | 4,133 | 0.00 | — | 8,266 | D | ↗ |
| 2026-02-20 | Leib Ryan J | Officer | M-Exempt | D | Restricted Stock Units | 4,035 | 0.00 | — | 8,071 | D | ↗ |
| 2026-02-20 | DeStefano David | Director | M-Exempt | D | Restricted Stock Units | 44,014 | 0.00 | — | 132,043 | D | ↗ |
| 2026-02-20 | ANDERSEN ERIC C. | Director | P-Purchase | A | Class A Common Stock | 40,000 | 12.91 | 516.4K | 150,341 | D | ↗ |
| 2026-02-19 | SCHWAB JOHN R | Officer | A-Award | A | Restricted Stock Units | 269,399 | 0.00 | — | 269,399 | D | ↗ |
| 2026-02-19 | Rowland Bryan T.R. | Officer | A-Award | A | Restricted Stock Units | 43,443 | 0.00 | — | 43,443 | D | ↗ |
| 2026-02-19 | Leib Ryan J | Officer | A-Award | A | Restricted Stock Units | 33,891 | 0.00 | — | 33,891 | D | ↗ |
| 2026-02-17 | Westphal Jeffrey | Other | P-Purchase | A | Class A Common Stock | 150,000 | 12.53 | 1.88M | 397,740 | I | ↗ |
| 2026-02-13 | Westphal Jeffrey | Other | P-Purchase | A | Class A Common Stock | 247,740 | 13.08 | 3.24M | 247,740 | I | ↗ |
| 2026-02-10 | SCHWAB JOHN R | Officer | M-Exempt | A | Class A Common Stock | 24,010 | 0.00 | — | 113,634 | D | ↗ |
| 2026-02-10 | Rowland Bryan T.R. | Officer | M-Exempt | A | Class A Common Stock | 4,088 | 0.00 | — | 4,680 | D | ↗ |
| 2026-01-30 | Leib Ryan J | Officer | M-Exempt | A | Class A Common Stock | 4,019 | 0.00 | — | 4,479 | D | ↗ |
| 2025-12-01 | Young Christopher David | Director / Officer | A-Award | A | Restricted Stock Units | 1,300,728 | 0.00 | — | 1,300,728 | D | ↗ |
| 2025-11-10 | Young Christopher David | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-06-24 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 14,425 | 35.24 | 508.4K | 173,074 | D | ↗ |
| 2025-06-23 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 510 | 35.00 | 17.9K | 187,499 | D | ↗ |
| 2025-06-20 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 8,832 | 35.12 | 310.2K | 188,009 | D | ↗ |
| 2025-06-18 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 157,874 | 35.93 | 5.67M | 196,841 | D | ↗ |
| 2025-06-17 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 145,111 | 37.16 | 5.39M | 354,715 | D | ↗ |
| 2025-06-16 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 78,248 | 36.87 | 2.88M | 499,826 | D | ↗ |
| 2025-06-11 | Thompson Stefanie Westphal | Director / 10% Owner | A-Award | A | Class A Common Stock | 5,327 | 0.00 | — | 51,357 | D | ↗ |
| 2025-06-11 | Stamm John Richard | Director | A-Award | A | Class A Common Stock | 5,327 | 0.00 | — | 17,047 | D | ↗ |
| 2025-06-11 | Saunders Philip Seth | Director | A-Award | A | Class A Common Stock | 5,327 | 0.00 | — | 34,968 | D | ↗ |
| 2025-06-11 | Radcliffe Amanda Westphal | Director / 10% Owner | A-Award | A | Class A Common Stock | 5,327 | 0.00 | — | 143,392 | D | ↗ |
| 2025-06-11 | Mendola Mark J | Director | A-Award | A | Class A Common Stock | 5,327 | 0.00 | — | 5,327 | D | ↗ |
| 2025-06-11 | Gayton Bradley M | Director | A-Award | A | Class A Common Stock | 5,327 | 0.00 | — | 52,862 | D | ↗ |
| 2025-06-11 | ANDERSEN ERIC C. | Director | A-Award | A | Class A Common Stock | 5,327 | 0.00 | — | 110,341 | D | ↗ |
| 2025-06-09 | Westphal Jeffrey | Other | C-Conversion | D | Class B Common Stock | 1,514,000 | 0.00 | — | 1,125,927 | I | ↗ |
| 2025-05-20 | ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10% Owner | C-Conversion | D | Class B Common Stock | 300,000 | 0.00 | — | 1,641,750 | D | ↗ |
| 2025-05-20 | ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10% Owner | C-Conversion | D | Class B Common Stock | 600,000 | 0.00 | — | 1,341,750 | D | ↗ |
| 2025-05-20 | ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10% Owner | C-Conversion | D | Class B Common Stock | 400,000 | 0.00 | — | 1,583,968 | D | ↗ |
| 2025-05-20 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON | 10% Owner | C-Conversion | D | Class B Common Stock | 22,500 | 0.00 | — | 90,081 | D | ↗ |
| 2025-05-13 | Leib Ryan J | Officer | S-Sale | D | Class A Common Stock | 5,755 | 38.00 | 218.7K | 0 | D | ↗ |
| 2025-05-13 | DeStefano David | Director / Officer | M-Exempt | D | Stock Option | 186,591 | 3.73 | 696.7K | 0 | D | ↗ |
| 2025-05-12 | DeStefano David | Director / Officer | M-Exempt | A | Class A Common Stock | 428,396 | 2.50 | 1.07M | 1,219,728 | D | ↗ |
| 2025-03-19 | Rowland Bryan T.R. | Officer | S-Sale | D | Class A Common Stock | 24,246 | 36.22 | 878.3K | 132 | D | ↗ |
| 2025-03-04 | Gayton Bradley M | Director | P-Purchase | A | Class A Common Stock | 9,350 | 31.85 | 297.8K | 47,535 | D | ↗ |
| 2025-02-28 | SCHWAB JOHN R | Officer | F-InKind | D | Class A Common Stock | 932 | 32.29 | 30.1K | 89,624 | D | ↗ |
| 2025-02-28 | Rowland Bryan T.R. | Officer | M-Exempt | D | Restricted Stock Units | 867 | 0.00 | — | 0 | D | ↗ |
| 2025-02-28 | DeStefano David | Director / Officer | M-Exempt | D | Restricted Stock Units | 28,568 | 0.00 | — | 0 | D | ↗ |
| 2025-02-24 | DeStefano David | Director / Officer | M-Exempt | A | Class A Common Stock | 109,232 | 0.00 | — | 833,250 | D | ↗ |
| 2025-02-21 | SCHWAB JOHN R | Officer | M-Exempt | D | Restricted Stock Units | 23,887 | 0.00 | — | 71,664 | D | ↗ |
| 2025-02-21 | Rowland Bryan T.R. | Officer | M-Exempt | D | Restricted Stock Units | 4,132 | 0.00 | — | 12,399 | D | ↗ |
| 2025-02-21 | Leib Ryan J | Officer | M-Exempt | A | Class A Common Stock | 4,035 | 0.00 | — | 6,905 | D | ↗ |
| 2025-02-21 | DeStefano David | Director / Officer | M-Exempt | D | Restricted Stock Units | 101,395 | 0.00 | — | 202,791 | D | ↗ |
| 2025-02-20 | SCHWAB JOHN R | Officer | A-Award | A | Restricted Stock Units | 63,513 | 0.00 | — | 63,513 | D | ↗ |
| 2025-02-20 | Rowland Bryan T.R. | Officer | A-Award | A | Restricted Stock Units | 11,901 | 0.00 | — | 11,901 | D | ↗ |
| 2025-02-20 | Leib Ryan J | Officer | A-Award | A | Restricted Stock Units | 9,254 | 0.00 | — | 9,254 | D | ↗ |
| 2025-02-20 | DeStefano David | Director / Officer | A-Award | A | Restricted Stock Units | 176,057 | 0.00 | — | 176,057 | D | ↗ |
| 2025-02-10 | SCHWAB JOHN R | Officer | M-Exempt | A | Class A Common Stock | 24,009 | 0.00 | — | 77,113 | D | ↗ |
| 2025-02-10 | Rowland Bryan T.R. | Officer | M-Exempt | A | Class A Common Stock | 4,088 | 0.00 | — | 4,220 | D | ↗ |
| 2025-01-31 | Leib Ryan J | Officer | M-Exempt | D | Restricted Stock Units | 4,019 | 0.00 | — | 12,058 | D | ↗ |
| 2025-01-23 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 18,157 | 56.52 | 1.03M | 1,211,100 | D | ↗ |
| 2025-01-22 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 53,843 | 56.48 | 3.04M | 1,229,257 | D | ↗ |
| 2024-12-31 | Westphal Jeffrey | Other | G-Gift | D | Class A Common Stock | 450,000 | 0.00 | — | 7,895 | D | ↗ |
| 2024-12-23 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | G-Gift | D | Class A Common Stock | 37,000 | 0.00 | — | 745,706 | D | ↗ |
| 2024-12-23 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | G-Gift | D | Class A Common Stock | 37,000 | 0.00 | — | 578,074 | D | ↗ |
| 2024-12-20 | Westphal Jeffrey | Other | C-Conversion | D | Class B Common Stock | 450,000 | 0.00 | — | 2,189,927 | I | ↗ |
| 2024-12-17 | SCHWAB JOHN R | Officer | M-Exempt | D | Stock Option | 20,000 | 4.70 | 94.0K | 361,473 | D | ↗ |
| 2024-12-12 | Westphal Jeffrey | Other | S-Sale | D | Class A Common Stock | 575,000 | 53.01 | 30.48M | 0 | I | ↗ |
| 2024-12-12 | DeStefano David | Director / Officer | M-Exempt | A | Class A Common Stock | 343,893 | 0.15 | 52.6K | 637,238 | D | ↗ |
| 2024-12-11 | DeStefano David | Director / Officer | M-Exempt | A | Class A Common Stock | 216,268 | 2.50 | 540.7K | 509,613 | D | ↗ |
| 2024-12-10 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 61,654 | 54.98 | 3.39M | 1,283,100 | D | ↗ |
| 2024-12-10 | DeStefano David | Director / Officer | S-Sale | D | Class A Common Stock | 400 | 55.52 | 22.2K | 293,345 | D | ↗ |
| 2024-12-09 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 13,346 | 55.13 | 735.8K | 1,344,754 | D | ↗ |
| 2024-12-06 | Stamm John Richard | Director | S-Sale | D | Class A Common Stock | 3,815 | 56.11 | 214.1K | 11,720 | D | ↗ |
| 2024-12-06 | DeStefano David | Director / Officer | S-Sale | D | Class A Common Stock | 16,500 | 56.15 | 926.5K | 204,032 | I | ↗ |
| 2024-11-26 | Rowland Bryan T.R. | Officer | S-Sale | D | Class A Common Stock | 3,020 | 55.08 | 166.3K | 0 | D | ↗ |
| 2024-11-26 | DeStefano David | Director / Officer | S-Sale | D | Class A Common Stock | 25,607 | 55.05 | 1.41M | 221,932 | I | ↗ |
| 2024-11-22 | Stamm John Richard | Director | M-Exempt | D | Stock Option | 2,500 | 3.73 | 9.3K | 18,623 | D | ↗ |
| 2024-11-21 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 31,034 | 53.13 | 1.65M | 1,358,100 | D | ↗ |
| 2024-11-20 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 40,966 | 52.16 | 2.14M | 1,389,134 | D | ↗ |
| 2024-11-18 | DeStefano David | Director / Officer | S-Sale | D | Class A Common Stock | 22,275 | 49.55 | 1.10M | 293,246 | D | ↗ |
| 2024-11-15 | DeStefano David | Director / Officer | S-Sale | D | Class A Common Stock | 16,769 | 49.57 | 831.3K | 315,521 | D | ↗ |
| 2024-11-14 | DeStefano David | Director / Officer | S-Sale | D | Class A Common Stock | 159,107 | 49.61 | 7.89M | 332,290 | D | ↗ |
| 2024-11-11 | Westphal Jeffrey | 10% Owner | S-Sale | D | Class A Common Stock | 2,485,000 | 48.90 | 121.52M | 0 | I | ↗ |
| 2024-11-11 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 8,485 | 49.50 | 420.0K | 782,706 | D | ↗ |
| 2024-11-08 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 114,870 | 52.32 | 6.01M | 791,191 | D | ↗ |
| 2024-11-08 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 58,780 | 52.26 | 3.07M | 615,074 | D | ↗ |
| 2024-11-07 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 26,645 | 51.40 | 1.37M | 906,061 | D | ↗ |
| 2024-11-07 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 91,220 | 51.44 | 4.69M | 673,854 | D | ↗ |
| 2024-10-30 | DeStefano David | Director / Officer | G-Gift | D | Class A Common Stock | 210,084 | 0.00 | — | 491,397 | D | ↗ |
| 2024-10-14 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 56,419 | 40.77 | 2.30M | 932,706 | D | ↗ |
| 2024-10-11 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 46,098 | 40.48 | 1.87M | 989,125 | D | ↗ |
| 2024-10-11 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 42,765 | 40.48 | 1.73M | 765,074 | D | ↗ |
| 2024-10-10 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 32,629 | 39.73 | 1.30M | 1,035,223 | D | ↗ |
| 2024-10-10 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 32,410 | 39.73 | 1.29M | 807,839 | D | ↗ |
| 2024-10-09 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 49,114 | 41.31 | 2.03M | 1,067,852 | D | ↗ |
| 2024-10-09 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 48,957 | 41.31 | 2.02M | 840,249 | D | ↗ |
| 2024-10-08 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 28,027 | 41.32 | 1.16M | 1,116,966 | D | ↗ |
| 2024-10-08 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 27,732 | 41.32 | 1.15M | 889,206 | D | ↗ |
| 2024-10-07 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 52,713 | 41.02 | 2.16M | 1,144,993 | D | ↗ |
| 2024-10-07 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 48,136 | 41.02 | 1.97M | 916,938 | D | ↗ |
| 2024-10-03 | Westphal Jeffrey | 10% Owner | C-Conversion | A | Class A Common Stock | 170,359 | 0.00 | — | 1,225,000 | I | ↗ |
| 2024-09-12 | Stamm John Richard | Director | M-Exempt | A | Class A Common Stock | 5,000 | 3.73 | 18.7K | 21,635 | — | ↗ |
| 2024-08-26 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 158,900 | 37.27 | 5.92M | 1,430,100 | — | ↗ |
| 2024-08-22 | Stamm John Richard | Director | S-Sale | D | Class A Common Stock | 16,000 | 35.95 | 575.2K | 21,635 | — | ↗ |
| 2024-08-22 | SCHWAB JOHN R | Officer | S-Sale | D | Class A Common Stock | 25,000 | 35.81 | 895.2K | 53,104 | — | ↗ |
| 2024-08-20 | Rowland Bryan T.R. | Officer | M-Exempt | A | Class A Common Stock | 30,000 | 3.73 | 112.0K | 38,176 | — | ↗ |
| 2024-08-13 | ANDERSEN ERIC C. | Director | M-Exempt | D | Stock Option | 140,000 | 2.50 | 350.0K | 22,000 | — | ↗ |
| 2024-07-23 | Westphal Jeffrey | 10% Owner | S-Sale | D | Class A Common Stock | 1,500,000 | 37.81 | 56.72M | 1,054,641 | — | ↗ |
| 2024-06-12 | Thompson Stefanie Westphal | Director / 10% Owner | A-Award | A | Class A Common Stock | 5,705 | 0.00 | — | 46,030 | — | ↗ |
| 2024-06-12 | Stamm John Richard | Director | A-Award | A | Class A Common Stock | 5,705 | 0.00 | — | 21,635 | — | ↗ |
| 2024-06-12 | Saunders Philip Seth | Director | A-Award | A | Class A Common Stock | 5,705 | 0.00 | — | 29,641 | — | ↗ |
| 2024-06-12 | Radcliffe Amanda Westphal | Director / 10% Owner | A-Award | A | Class A Common Stock | 5,705 | 0.00 | — | 138,065 | — | ↗ |
| 2024-06-12 | Gayton Bradley M | Director | A-Award | A | Class A Common Stock | 5,705 | 0.00 | — | 38,135 | — | ↗ |
| 2024-06-12 | ANDERSEN ERIC C. | Director | A-Award | A | Class A Common Stock | 5,705 | 0.00 | — | 83,014 | — | ↗ |
| 2024-06-05 | Westphal Jeffrey | 10% Owner | S-Sale | D | Class A Common Stock | 1,500,000 | 32.93 | 49.40M | 2,554,641 | — | ↗ |
| 2024-04-30 | Westphal Jeffrey | 10% Owner | C-Conversion | D | Class B Common Stock | 2,500,000 | 0.00 | — | 6,749,286 | — | ↗ |
| 2024-04-05 | Westphal Jeffrey | 10% Owner | S-Sale | D | Class A Common Stock | 791,133 | 30.05 | 23.77M | 1,554,641 | — | ↗ |
| 2024-03-27 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | 10% Owner | S-Sale | D | Class A Common Stock | 30,692 | 30.22 | 927.5K | 0 | — | ↗ |
| 2024-03-26 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 27,128 | 30.27 | 821.2K | 965,074 | — | ↗ |
| 2024-03-26 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | 10% Owner | S-Sale | D | Class A Common Stock | 50,669 | 30.23 | 1.53M | 30,692 | — | ↗ |
| 2024-03-25 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 2,859 | 30.03 | 85.8K | 1,197,706 | — | ↗ |
| 2024-03-25 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 47,571 | 30.09 | 1.43M | 992,202 | — | ↗ |
| 2024-03-25 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | 10% Owner | S-Sale | D | Class A Common Stock | 47,522 | 30.09 | 1.43M | 81,361 | — | ↗ |
| 2024-03-21 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 100 | 30.00 | 3.0K | 1,200,565 | — | ↗ |
| 2024-03-21 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 100 | 30.00 | 3.0K | 1,039,773 | — | ↗ |
| 2024-03-21 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | 10% Owner | S-Sale | D | Class A Common Stock | 100 | 30.00 | 3.0K | 128,883 | — | ↗ |
| 2024-03-20 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 10,955 | 30.04 | 329.1K | 1,200,665 | — | ↗ |
| 2024-03-20 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 10,917 | 30.04 | 327.9K | 1,039,873 | — | ↗ |
| 2024-03-20 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | 10% Owner | S-Sale | D | Class A Common Stock | 10,926 | 30.04 | 328.2K | 128,983 | — | ↗ |
| 2024-03-19 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 31,173 | 30.06 | 936.9K | 1,211,620 | — | ↗ |
| 2024-03-19 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 30,941 | 30.05 | 929.9K | 1,050,790 | — | ↗ |
| 2024-03-19 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | 10% Owner | S-Sale | D | Class A Common Stock | 30,954 | 30.06 | 930.4K | 139,909 | — | ↗ |
| 2024-03-18 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 6,967 | 30.04 | 209.3K | 1,242,793 | — | ↗ |
| 2024-03-18 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 6,910 | 30.05 | 207.6K | 1,081,731 | — | ↗ |
| 2024-03-18 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | 10% Owner | S-Sale | D | Class A Common Stock | 6,954 | 30.05 | 208.9K | 170,863 | — | ↗ |
| 2024-03-15 | Leib Ryan J | Officer | — | D | Restricted Stock Units | 16,141 | 0.00 | — | 0 | — | ↗ |
| 2024-03-14 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 8,538 | 30.01 | 256.2K | 1,249,760 | — | ↗ |
| 2024-03-14 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 8,090 | 30.01 | 242.8K | 1,088,641 | — | ↗ |
| 2024-03-14 | Butler Lisa | Officer | S-Sale | D | Class A Common Stock | 8,290 | 29.63 | 245.6K | 250 | — | ↗ |
| 2024-03-14 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | 10% Owner | S-Sale | D | Class A Common Stock | 8,558 | 30.01 | 256.8K | 177,817 | — | ↗ |
| 2024-03-13 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 1,300 | 30.00 | 39.0K | 1,258,298 | — | ↗ |
| 2024-03-13 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 1,301 | 30.00 | 39.0K | 1,096,731 | — | ↗ |
| 2024-03-13 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | 10% Owner | S-Sale | D | Class A Common Stock | 1,412 | 30.00 | 42.4K | 186,375 | — | ↗ |
| 2024-03-12 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 9,749 | 30.01 | 292.6K | 1,259,598 | — | ↗ |
| 2024-03-12 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 9,727 | 30.01 | 291.9K | 1,098,032 | — | ↗ |
| 2024-03-12 | DeStefano David | Director / Officer | S-Sale | D | Class A Common Stock | 3,500 | 30.00 | 105.0K | 701,363 | — | ↗ |
| 2024-03-12 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | 10% Owner | S-Sale | D | Class A Common Stock | 9,859 | 30.01 | 295.9K | 187,787 | — | ↗ |
| 2024-03-08 | Rowland Bryan T.R. | Officer | M-Exempt | A | Class A Common Stock | 32,196 | 3.73 | 120.2K | 40,214 | — | ↗ |
| 2024-03-08 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 19,737 | 30.14 | 594.8K | 1,269,347 | — | ↗ |
| 2024-03-08 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 20,113 | 30.14 | 606.1K | 1,107,759 | — | ↗ |
| 2024-03-08 | DeStefano David | Director / Officer | S-Sale | D | Class A Common Stock | 12,177 | 30.10 | 366.6K | 704,863 | — | ↗ |
| 2024-03-08 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | 10% Owner | S-Sale | D | Class A Common Stock | 19,705 | 30.14 | 593.9K | 197,646 | — | ↗ |
| 2024-03-07 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 20,009 | 30.06 | 601.5K | 1,289,084 | — | ↗ |
| 2024-03-07 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 19,864 | 30.06 | 597.1K | 1,127,872 | — | ↗ |
| 2024-03-07 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | 10% Owner | S-Sale | D | Class A Common Stock | 19,928 | 30.06 | 599.1K | 217,351 | — | ↗ |
| 2024-03-06 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 10,500 | 30.01 | 315.1K | 1,309,093 | — | ↗ |
| 2024-03-06 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 10,589 | 30.01 | 317.8K | 1,147,736 | — | ↗ |
| 2024-03-06 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | 10% Owner | S-Sale | D | Class A Common Stock | 10,500 | 30.01 | 315.1K | 237,279 | — | ↗ |
| 2024-03-05 | Stamm John Richard | Director | S-Sale | D | Class A Common Stock | 6,500 | 29.48 | 191.6K | 15,930 | — | ↗ |
| 2024-03-05 | SCHWAB JOHN R | Officer | M-Exempt | D | Stock Option | 10,000 | 4.70 | 47.0K | 406,473 | — | ↗ |
| 2024-03-05 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 8,115 | 30.00 | 243.5K | 1,319,593 | — | ↗ |
| 2024-03-05 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 6,749 | 30.01 | 202.5K | 1,158,325 | — | ↗ |
| 2024-03-05 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | 10% Owner | S-Sale | D | Class A Common Stock | 6,888 | 30.01 | 206.7K | 247,779 | — | ↗ |
| 2024-03-04 | Westphal Jeffrey | 10% Owner | S-Sale | D | Class A Common Stock | 2,291,537 | 31.55 | 72.30M | 2,345,774 | — | ↗ |
| 2024-03-04 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 255,920 | 30.35 | 7.77M | 1,327,708 | — | ↗ |
| 2024-03-04 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 173,391 | 30.34 | 5.26M | 1,165,074 | — | ↗ |
| 2024-03-04 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | 10% Owner | S-Sale | D | Class A Common Stock | 100 | 32.00 | 3.2K | 254,667 | — | ↗ |
| 2024-03-01 | Westphal Jeffrey | 10% Owner | S-Sale | D | Class A Common Stock | 124,770 | 33.74 | 4.21M | 4,637,311 | — | ↗ |
| 2024-03-01 | SCHWAB JOHN R | Officer | M-Exempt | D | Restricted Stock Units | 1,721 | 0.00 | — | 1,721 | — | ↗ |
| 2024-03-01 | Rowland Bryan T.R. | Officer | M-Exempt | D | Restricted Stock Units | 866 | 0.00 | — | 867 | — | ↗ |
| 2024-03-01 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 14,078 | 33.58 | 472.8K | 1,583,628 | — | ↗ |
| 2024-03-01 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 26,609 | 33.62 | 894.7K | 1,338,465 | — | ↗ |
| 2024-03-01 | DeStefano David | Director / Officer | M-Exempt | D | Restricted Stock Units | 28,568 | 0.00 | — | 28,568 | — | ↗ |
| 2024-03-01 | Butler Lisa | Officer | F-InKind | D | Class A Common Stock | 165 | 33.55 | 5.5K | 8,540 | — | ↗ |
| 2024-03-01 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | 10% Owner | S-Sale | D | Class A Common Stock | 26,685 | 33.62 | 897.2K | 254,767 | — | ↗ |
| 2024-02-29 | DeStefano David | Director / Officer | M-Exempt | D | Stock Option | 450,000 | 2.50 | 1.13M | 809,496 | — | ↗ |
| 2024-02-24 | DeStefano David | Director / Officer | M-Exempt | D | Restricted Stock Units | 109,233 | 0.00 | — | 218,465 | — | ↗ |
| 2024-02-23 | SCHWAB JOHN R | Officer | M-Exempt | A | Class A Common Stock | 30,305 | 0.00 | — | 68,726 | — | ↗ |
| 2024-02-23 | Rowland Bryan T.R. | Officer | M-Exempt | A | Class A Common Stock | 6,428 | 0.00 | — | 9,175 | — | ↗ |
| 2024-02-23 | DeStefano David | Director / Officer | M-Exempt | D | Restricted Stock Units | 101,395 | 0.00 | — | 304,186 | — | ↗ |
| 2024-02-23 | Butler Lisa | Officer | F-InKind | D | Class A Common Stock | 1,943 | 24.71 | 48.0K | 8,129 | — | ↗ |
| 2024-02-22 | SCHWAB JOHN R | Officer | A-Award | A | Restricted Stock Units | 95,551 | 0.00 | — | 95,551 | — | ↗ |
| 2024-02-22 | Rowland Bryan T.R. | Officer | A-Award | A | Restricted Stock Units | 16,531 | 0.00 | — | 16,531 | — | ↗ |
| 2024-02-22 | DeStefano David | Director / Officer | A-Award | A | Restricted Stock Units | 278,109 | 0.00 | — | 278,109 | — | ↗ |
| 2024-02-15 | ANDERSEN ERIC C. | Director | S-Sale | D | Class A Common Stock | 10,000 | 25.88 | 258.8K | 77,309 | — | ↗ |
| 2024-02-13 | SCHWAB JOHN R | Officer | F-InKind | D | Class A Common Stock | 8,904 | 26.58 | 236.7K | 38,421 | — | ↗ |
| 2024-02-13 | Rowland Bryan T.R. | Officer | M-Exempt | A | Class A Common Stock | 4,088 | 0.00 | — | 4,088 | — | ↗ |
| 2024-02-13 | Butler Lisa | Officer | M-Exempt | A | Class A Common Stock | 4,484 | 0.00 | — | 4,734 | — | ↗ |
| 2023-12-27 | DeStefano David | Director / Officer | G-Gift | D | Class A Common Stock | 37,455 | 0.00 | — | 392,190 | — | ↗ |
| 2023-12-18 | SCHWAB JOHN R | Officer | M-Exempt | D | Stock Option | 25,000 | 4.70 | 117.5K | 416,473 | — | ↗ |
| 2023-12-15 | Stamm John Richard | Director | S-Sale | D | Class A Common Stock | 10,000 | 26.85 | 268.5K | 22,430 | — | ↗ |
| 2023-12-15 | Rowland Bryan T.R. | Officer | M-Exempt | D | Stock Option | 62,433 | 3.17 | 197.7K | 0 | — | ↗ |
| 2023-12-15 | Robert Kevin L | Director | S-Sale | D | Class A Common Stock | 8,494 | 26.86 | 228.1K | 23,936 | — | ↗ |
| 2023-12-15 | DeStefano David | Director / Officer | S-Sale | D | Class A Common Stock | 39,300 | 27.16 | 1.07M | 429,645 | — | ↗ |
| 2023-12-13 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 11,400 | 28.18 | 321.2K | 1,597,706 | — | ↗ |
| 2023-12-13 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 9,300 | 28.19 | 262.1K | 1,365,074 | — | ↗ |
| 2023-12-12 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 49,199 | 28.91 | 1.42M | 1,609,106 | — | ↗ |
| 2023-12-12 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 42,555 | 28.88 | 1.23M | 1,374,374 | — | ↗ |
| 2023-12-11 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 49,049 | 28.72 | 1.41M | 1,658,305 | — | ↗ |
| 2023-12-11 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | S-Sale | D | Class A Common Stock | 70,822 | 28.73 | 2.03M | 1,416,929 | — | ↗ |
Executive team
Top executives
EBIT / Employee
4.0K
Shares Outstanding
159.48M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| John R. Schwab | Chief Financial Officer | 778.7K | male |
| Ryan J. Leib | Chief Accounting Officer | 655.4K | male |
| Christopher David Young | Chief Executive Officer, President & Director | 615.9K | male |
| Bryan T. R. Rowland | Senior Vice President, General Counsel & Secretary | 518.6K | male |
| Stefanie Westphal-Lucas Thompson | Co-Owner & Independent Director | 78.0K | female |
| Amanda Westphal Radcliffe | Co-Owner & Independent Director | 78.0K | female |
| Ben Askin | Chief Information Officer | — | male |
| Joseph J. Crivelli | Vice President of Investor Relations | — | male |
| Ray Westphal | Founder | — | male |
| Aneel Jaeel | Chief Operations Officer | — | male |
| Salvatore Visca | Chief Technology Officer | — | male |
| Carlo Cautilli | Senior Vice President of Sales | — | 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 VERX
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.
