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WhiteHorse Finance, Inc. (WHF)
USD6.44
+0.02 (+0.23%)
US NASDAQ Financial Services Asset Management
Address
1450 Brickell Ave Fl 31 33131
Miami, FL, US
Miami, FL, US
CEO
Stuart Daniel Aronson
Website
whitehorsefinance.com
IPO
2012-12-06
CIK 1552198 ISIN US96524V1061
Also trades on
NASDAQ Global Select · WHF (USD)
NASDAQ Global Select · WHFBZ (USD)
NASDAQ Global Select · WHFCL (USD)
Description
WhiteHorse Finance, Inc. functions as a Business Development Company (BDC), operating as a non-diversified, closed-end investment firm. Its core business involves directly providing senior secured loans to businesses within the lower middle market, particularly those seeking capital for growth and expansion. While its primary investment focus is within the United States, individual loan amounts typically fall between $5 million and $25 million. These loans are extended to companies that possess an enterprise value generally ranging from $50 million to $350 million.
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
USD6.44
+0.02 (+0.23%)
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Volume Profile
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Liquidity & share structure
Average Volume
86.7K
Beta
0.42
Float Shares
17.44M
Free Float %
78.4%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.95% | -4.35% | -5.47% | +10.84% | +7.56% | +4.46% | -21.77% | -38.73% | -52.08% | -30.53% | -47.77% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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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 (18 ratings, all time)
Hold
Price Targets & DCF
Current price
6.44
Low
12.00
+86.5%
Consensus
12.00
+86.5%
Median
12.00
+86.5%
High
12.00
+86.5%
DCF (Unlevered)
17.78
+176.3%
DCF (Levered)
26.47
+311.4%
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)
0% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 4 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 1 |
12.00
+86.5%
|
Quality scores
Altman Z-Score
0.37
Distress
Piotroski F-Score
7 / 9
Strong
MOAT Score
3 / 10
No MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
2 / 5
Medium
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%+121.7% ★ Q1'26: -4.4% (vs Q1'25)
-
EPS growth Asset Management: +22.7%+31.9% ★ Q1'26: -110.3% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%+29.8% Q1'26: -22.6% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%+98.9% ★ Q1'26: +38.7% (vs Q1'25)
-
ROIC Asset Management: +6.5%+6.8% ★ Q1'26: +3.3% (vs Q1'25)
-
Share dilution Asset Management: +0.0%-0.3% ★ Q1'26: -4.6% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×8.64× Q1'26: 18.81× (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 2013 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 4 Rev. Ana. 4 EPS Ana. |
Dec 2027 3 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
22.39M
est: 36.11M (-38.0%)
|
639.0K
est: 46.84M (-98.6%)
|
42.42M
est: 53.43M (-20.6%)
|
46.98M
est: 54.61M (-14.0%)
|
72.90M
est: 62.19M (+17.2%)
|
47.71M
est: 66.19M (-27.9%)
|
49.14M
est: 60.18M (-18.3%)
|
51.95M
est: 72.58M (-28.4%)
|
43.29M
est: 85.90M (-49.6%)
|
55.60M
est: 100.46M (-44.7%)
|
17.10M
est: 94.34M (-81.9%)
|
37.89M
est: 72.17M (-47.5%)
|
66.67M
62.77M – 68.63M
-7.6% YoY
|
65.67M
59.21M – 70.34M
-1.5% YoY
|
| EBITDA |
24.65M
est: 22.94M (+7.4%)
|
30.73M
est: 25.57M (+20.2%)
|
27.01M
est: 29.17M (-7.4%)
|
26.21M
est: 29.81M (-12.1%)
|
58.24M
est: 33.94M (+71.6%)
|
31.65M
est: 36.13M (-12.4%)
|
32.43M
est: 32.85M (-1.3%)
|
31.10M
est: 39.61M (-21.5%)
|
16.71M
est: 37.99M (-56.0%)
|
21.38M
est: 61.45M (-65.2%)
|
11.97M
est: 57.71M (-79.3%)
|
37.48M
est: 44.15M (-15.1%)
|
40.78M
38.40M – 41.98M
-7.6% YoY
|
40.17M
36.22M – 43.03M
-1.5% YoY
|
| EBIT |
24.37M
est: 18.12M (+34.5%)
|
7.14M
est: 25.57M (-72.1%)
|
27.01M
est: 29.17M (-7.4%)
|
26.21M
est: 29.81M (-12.1%)
|
58.24M
est: 33.94M (+71.6%)
|
31.65M
est: 36.13M (-12.4%)
|
32.43M
est: 32.85M (-1.3%)
|
31.10M
est: 39.61M (-21.5%)
|
16.71M
est: 5.27M (+216.8%)
|
21.38M
est: 61.45M (-65.2%)
|
11.97M
est: 57.71M (-79.3%)
|
37.48M
est: 44.15M (-15.1%)
|
40.78M
38.40M – 41.98M
-7.6% YoY
|
40.17M
36.22M – 43.03M
-1.5% YoY
|
| Net Income |
19.03M
est: 17.84M (+6.6%)
|
-2.83M
est: 29.10M (-109.7%)
|
31.33M
est: 34.26M (-8.6%)
|
34.45M
est: 30.91M (+11.4%)
|
57.30M
est: 28.06M (+104.2%)
|
30.84M
est: 35.11M (-12.2%)
|
31.69M
est: 28.08M (+12.8%)
|
30.09M
est: 33.55M (-10.3%)
|
15.68M
est: 14.01M (+11.9%)
|
20.41M
est: 22.83M (-10.6%)
|
10.85M
est: 38.54M (-71.8%)
|
14.34M
est: 26.30M (-45.5%)
|
24.89M
23.29M – 26.48M
-5.4% YoY
|
23.14M
22.43M – 23.84M
-7.0% YoY
|
| SGA |
3.36M
est: 3.26M (+2.9%)
|
3.47M
est: 5.99M (-42.1%)
|
2.91M
est: 6.83M (-57.5%)
|
2.72M
est: 6.98M (-61.0%)
|
3.33M
est: 7.95M (-58.1%)
|
2.98M
est: 8.46M (-64.8%)
|
3.59M
est: 7.70M (-53.3%)
|
4.26M
est: 9.28M (-54.2%)
|
4.65M
est: 4.72M (-1.6%)
|
4.31M
est: 14.23M (-69.7%)
|
5.12M
est: 13.36M (-61.7%)
|
5.37M
est: 10.22M (-47.4%)
|
9.44M
8.89M – 9.72M
-7.6% YoY
|
9.30M
8.39M – 9.96M
-1.5% YoY
|
| EPS |
1.27
est: 1.17 (+8.5%)
|
-0.18
est: 1.25 (-114.4%)
|
1.71
est: 1.47 (+16.0%)
|
1.77
est: 1.33 (+33.1%)
|
2.79
est: 1.21 (+131.1%)
|
1.50
est: 1.51 (-0.7%)
|
1.54
est: 1.21 (+27.5%)
|
1.42
est: 1.44 (-1.6%)
|
0.68
est: 1.52 (-55.2%)
|
0.88
est: 0.98 (-10.4%)
|
0.47
est: 1.66 (-71.7%)
|
0.62
est: 1.11 (-43.9%)
|
1.06
1.00 – 1.14
-3.8% YoY
|
1.01
0.97 – 1.03
-5.2% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | A- | 4/5 | 5/5 | 2/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-06 | A- | 4/5 | 5/5 | 2/5 | 5/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-05 | A- | 4/5 | 5/5 | 2/5 | 5/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-04 | A- | 4/5 | 5/5 | 2/5 | 5/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-01 | A- | 4/5 | 5/5 | 2/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-30 | A- | 4/5 | 5/5 | 2/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-29 | A- | 4/5 | 5/5 | 2/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-28 | A- | 4/5 | 5/5 | 2/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-27 | A- | 4/5 | 5/5 | 2/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-24 | A- | 4/5 | 5/5 | 2/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-23 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-22 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
Owner Earnings
Owner's Earnings (history)
Owner's Earnings history not available.
Owner alignment
Owner's Earnings TTM
—
OE per share TTM
—
Owner's Yield
—
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
—
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
12
Total invested
2.58M
Insider transactions (90d)
0
Beneficial owners (>5%)
2
Beneficial owners (>5%)
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
12
-47 vs prev Q
New positions
2
Closed positions
48
Increased
4
Reduced
3
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 | — | 41.2K +41.2K (+100.0%) | 286.04M +286.0M (+100.0%) | 0.18% +0.177 pp | 0.17% +0.169 pp | USD6.95 +0.0% | 1 qtrs NEW |
| 2 | CASTLEKNIGHT MANAGEMENT LP | 292.5K +292.5K (+100.0%) | 2.03M +2.0M (+100.0%) | 1.26% +1.258 pp | 0.05% +0.045 pp | USD6.95 +0.0% | 1 qtrs NEW |
| 3 | TWO SIGMA INVESTMENTS, LP | 257.5K +26.4K (+11.4%) | 1.79M +190.3K (+11.9%) | 1.11% +0.114 pp | 0.00% +0.000 pp | USD10.60 -34.4% | 49 qtrs — |
| 4 | ETHOS FINANCIAL GROUP, LLC | 243.9K +21.5K (+9.7%) | 1.70M +156.0K (+10.1%) | 1.05% +0.092 pp | 0.13% +0.004 pp | USD9.20 -24.5% | 4 qtrs — |
| 5 | TWO SIGMA ADVISERS, LP | 206.3K -109.6K (-34.7%) | 1.43M -752.2K (-34.4%) | 0.89% -0.472 pp | 0.00% -0.002 pp | USD12.31 -43.5% | 49 qtrs — |
| 6 | BANK OF AMERICA CORP /DE/ | 185.0K -500.0 (-0.3%) | 1.29M +2.1K (+0.2%) | 0.80% -0.002 pp | 0.00% +0.000 pp | USD10.12 -31.3% | 19 qtrs — |
| 7 | LEGAL & GENERAL GROUP PLC | 162.7K +22.5K (+16.0%) | 1.13M +161.3K (+16.6%) | 0.70% +0.097 pp | 0.00% +0.000 pp | USD12.04 -42.3% | 31 qtrs — |
| 8 | JANE STREET GROUP, LLC | 133.7K +133.7K (+100.0%) | 929.4K +929.4K (+100.0%) | 0.58% +0.575 pp | 0.00% +0.000 pp | USD6.95 +0.0% | 1 qtrs NEW |
| 9 | BLACKROCK, INC. | 128.0K -11.1K (-8.0%) | 889.7K -73.2K (-7.6%) | 0.55% -0.048 pp | 0.00% +0.000 pp | USD9.71 -28.4% | 6 qtrs — |
| 10 | BANK OF MONTREAL /CAN/ | 114.8K +— (+0.0%) | 798.2K +3.4K (+0.4%) | 0.49% +0.000 pp | 0.00% +0.000 pp | USD6.92 +0.4% | 2 qtrs — |
| 11 | RONALD BLUE TRUST, INC. | 95.6K +20.2K (+26.7%) | 664.4K +142.4K (+27.3%) | 0.41% +0.087 pp | 0.01% +0.002 pp | USD10.04 -30.8% | 15 qtrs — |
| 12 | BASSO CAPITAL MANAGEMENT, L.P. | 80.0K -35.1K (-30.5%) | 556.0K -240.8K (-30.2%) | 0.34% -0.151 pp | 0.33% -0.202 pp | USD13.05 -46.7% | 13 qtrs — |
| 13 | SOUND INCOME STRATEGIES, LLC | 76.9K -781.1K (-91.0%) | 532.3K -5.2M (-90.7%) | 0.33% -3.360 pp | 0.03% -0.288 pp | USD12.85 -45.9% | 27 qtrs — |
| 14 | LPL FINANCIAL LLC | 69.6K +23.0K (+49.5%) | 484.0K +161.6K (+50.1%) | 0.30% +0.099 pp | 0.00% +0.000 pp | USD8.30 -16.3% | 15 qtrs — |
| 15 | CITADEL ADVISORS LLC | 65.8K +44.4K (+207.2%) | 457.3K +309.1K (+208.5%) | 0.28% +0.191 pp | 0.00% +0.000 pp | USD6.94 +0.1% | 14 qtrs — |
| 16 | ADVISORS ASSET MANAGEMENT, INC. | 63.5K -5.1K (-7.4%) | 441.6K -33.4K (-7.0%) | 0.27% -0.022 pp | 0.01% -0.001 pp | USD13.33 -47.9% | 51 qtrs — |
| 17 | VIRTUS INVESTMENT ADVISERS, INC. | 57.8K -7.4K (-11.3%) | 401.9K -49.3K (-10.9%) | 0.25% -0.032 pp | 0.11% -0.020 pp | USD9.36 -25.7% | 4 qtrs — |
| 18 | GABLES CAPITAL MANAGEMENT INC. | 54.1K -1.8K (-3.2%) | 376.0K -11.0K (-2.8%) | 0.23% -0.008 pp | 0.16% -0.007 pp | USD12.45 -44.2% | 32 qtrs — |
| 19 | QUADRATURE CAPITAL LTD | 48.8K +48.8K (+100.0%) | 339.4K +339.4K (+100.0%) | 0.21% +0.210 pp | 0.00% +0.004 pp | USD6.95 +0.0% | 1 qtrs NEW |
| 20 | BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 48.5K +— (+0.0%) | 337.0K +1.0K (+0.3%) | 0.21% +0.000 pp | 0.00% 0.000 pp | USD11.94 -41.8% | 7 qtrs — |
| 21 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 46.8K -1.1K (-2.3%) | 325.0K -6.0K (-1.8%) | 0.20% -0.005 pp | 0.00% 0.000 pp | USD12.42 -44.0% | 26 qtrs — |
| 22 | UBS GROUP AG | 41.8K -25.4K (-37.8%) | 290.4K -174.3K (-37.5%) | 0.18% -0.109 pp | 0.00% +0.000 pp | USD9.96 -30.2% | 45 qtrs — |
| 23 | XTX TOPCO LTD | 29.8K +29.8K (+100.0%) | 207.0K +207.0K (+100.0%) | 0.13% +0.128 pp | 0.01% +0.005 pp | USD6.95 +0.0% | 1 qtrs NEW |
| 24 | DIMENSION CAPITAL MANAGEMENT LLC | 28.3K +— (+0.0%) | 196.9K +850.0 (+0.4%) | 0.12% +0.000 pp | 0.03% -0.001 pp | USD14.90 -53.4% | 19 qtrs — |
| 25 | MORGAN STANLEY | 27.6K +19.9K (+259.5%) | 192.0K +138.8K (+261.1%) | 0.12% +0.086 pp | 0.00% +0.000 pp | USD8.57 -18.9% | 51 qtrs — |
| 26 | SNOWDEN CAPITAL ADVISORS LLC | 26.5K +1.8K (+7.2%) | 190.9K +10.2K (+5.7%) | 0.11% +0.008 pp | 0.00% +0.000 pp | USD9.07 -23.4% | 5 qtrs — |
| 27 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 24.5K +— (+0.0%) | 170.0K +1.0K (+0.6%) | 0.11% +0.000 pp | 0.00% +0.000 pp | USD10.53 -34.0% | 32 qtrs — |
| 28 | QUBE RESEARCH & TECHNOLOGIES LTD | 24.0K -8.1K (-25.2%) | 166.5K -55.2K (-24.9%) | 0.10% -0.035 pp | 0.00% 0.000 pp | USD11.85 -41.4% | 10 qtrs — |
| 29 | RAYMOND JAMES FINANCIAL INC | 20.1K -704.0 (-3.4%) | 139.6K -4.3K (-3.0%) | 0.09% -0.003 pp | 0.00% +0.000 pp | USD9.68 -28.2% | 5 qtrs — |
| 30 | HRT FINANCIAL LP | 19.9K +2.8K (+16.5%) | 138.0K +20.0K (+16.9%) | 0.09% +0.012 pp | 0.00% +0.000 pp | USD6.92 +0.4% | 2 qtrs — |
| 31 | ADVISOR GROUP HOLDINGS, INC. | 18.6K +5.7K (+43.7%) | 129.5K +24.3K (+23.1%) | 0.08% +0.024 pp | 0.00% +0.000 pp | USD9.35 -25.7% | 24 qtrs — |
| 32 | DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 18.0K +18.0K (+100.0%) | 125.0K +125.0K (+100.0%) | 0.08% +0.077 pp | 0.03% +0.028 pp | USD6.95 +0.0% | 1 qtrs NEW |
| 33 | NORTHERN TRUST CORP | 16.9K -1.1K (-6.0%) | 117.5K -6.9K (-5.6%) | 0.07% -0.005 pp | 0.00% +0.000 pp | USD10.07 -31.0% | 6 qtrs — |
| 34 | NEWEDGE WEALTH, LLC | 16.2K +73.0 (+0.5%) | 112.8K -6.0K (-5.0%) | 0.07% +0.000 pp | 0.00% 0.000 pp | USD11.83 -41.3% | 10 qtrs — |
| 35 | TREXQUANT INVESTMENT LP | 15.5K +15.5K (+100.0%) | 108.0K +108.0K (+100.0%) | 0.07% +0.067 pp | 0.00% +0.001 pp | USD6.95 +0.0% | 7 qtrs — |
| 36 | ROYAL BANK OF CANADA | 13.8K -4.8K (-25.6%) | 96.0K -33.0K (-25.6%) | 0.06% -0.021 pp | 0.00% +0.000 pp | USD12.26 -43.3% | 44 qtrs — |
| 37 | MARINER, LLC | 13.7K +682.0 (+5.3%) | 94.9K +5.1K (+5.7%) | 0.06% +0.003 pp | 0.00% +0.000 pp | USD11.57 -39.9% | 9 qtrs — |
| 38 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 12.7K +12.7K (+100.0%) | 88.0K +88.0K (+100.0%) | 0.05% +0.055 pp | 0.00% +0.001 pp | USD6.95 +0.0% | 1 qtrs NEW |
| 39 | POWELL INVESTMENT ADVISORS, LLC | 12.0K +973.0 (+8.8%) | 86.6K +5.8K (+7.2%) | 0.05% +0.004 pp | 0.03% +0.002 pp | USD13.18 -47.3% | 21 qtrs — |
| 40 | NORTHSTAR ADVISORY GROUP, LLC | 11.0K +571.0 (+5.5%) | 76.5K +4.3K (+5.9%) | 0.05% +0.003 pp | 0.03% -0.002 pp | USD8.56 -18.8% | 3 qtrs — |
| 41 | NORDEN GROUP LLC | 11.0K +11.0K (+100.0%) | 76.5K +76.5K (+100.0%) | 0.05% +0.047 pp | 0.01% +0.008 pp | USD6.95 +0.0% | 6 qtrs — |
| 42 | LSV ASSET MANAGEMENT | 9.9K +— (+0.0%) | 69.0K +— (+0.0%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD12.52 -44.5% | 12 qtrs — |
| 43 | KESTRA ADVISORY SERVICES, LLC | 6.4K +6.4K (+100.0%) | 44.4K +44.4K (+100.0%) | 0.03% +0.028 pp | 0.00% +0.000 pp | USD6.95 +0.0% | 1 qtrs NEW |
| 44 | BNP PARIBAS ARBITRAGE, SNC | 3.5K +3.5K (+100.0%) | 24.2K +24.2K (+100.0%) | 0.02% +0.015 pp | 0.00% +0.000 pp | USD6.95 +0.0% | 1 qtrs NEW |
| 45 | ANCORA ADVISORS, LLC | 3.0K +— (+0.0%) | 20.9K +90.0 (+0.4%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD11.10 -37.4% | 14 qtrs — |
| 46 | SIMPLEX TRADING, LLC | 1.5K +1.5K (+100.0%) | 10.5K +10.5K (+100.0%) | 0.01% +0.007 pp | 0.00% +0.000 pp | USD6.95 +0.0% | 1 qtrs NEW |
| 47 | FARTHER FINANCE ADVISORS, LLC | 1.2K -62.0 (-5.0%) | 8.2K -393.0 (-4.6%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD6.92 +0.4% | 2 qtrs — |
| 48 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 1.1K +— (+0.0%) | 7.6K +33.0 (+0.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD6.92 +0.4% | 2 qtrs — |
| 49 | GROUP ONE TRADING, L.P. | 1.1K +1.1K (+100.0%) | 7.6K +7.6K (+100.0%) | 0.00% +0.005 pp | 0.00% +0.000 pp | USD6.95 +0.0% | 1 qtrs NEW |
| 50 | WELLS FARGO & COMPANY/MN | 255.00 -2.7K (-91.4%) | 1.8K -18.8K (-91.4%) | 0.00% -0.012 pp | 0.00% +0.000 pp | USD11.78 -41.0% | 34 qtrs — |
| 51 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 200.00 +200.0 (+100.0%) | 1.4K +1.4K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD6.95 +0.0% | 1 qtrs NEW |
| 52 | CWM, LLC | 200.00 +200.0 (+100.0%) | 1.0K +1.0K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD6.95 +0.0% | 1 qtrs NEW |
| 53 | CIBC PRIVATE WEALTH GROUP, LLC | 72.00 +— (+0.0%) | 500.00 +2.0 (+0.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD9.67 -28.1% | 7 qtrs — |
| 54 | DELTA ASSET MANAGEMENT LLC/TN | 15.00 +— (+0.0%) | 104.00 +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD13.00 -46.5% | 13 qtrs — |
| 55 | TOROSO INVESTMENTS, LLC | — -54.5K (-100.0%) | — -376.8K (-100.0%) | 0.00% -0.234 pp | 0.00% -0.001 pp | USD— | 18 qtrs SOLD |
| 56 | COMMONWEALTH EQUITY SERVICES, LLC | — -18.5K (-100.0%) | — -128.0K (-100.0%) | 0.00% -0.080 pp | 0.00% 0.000 pp | USD— | 8 qtrs SOLD |
| 57 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | — -90.9K (-100.0%) | — -629.0K (-100.0%) | 0.00% -0.391 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 58 | FNY INVESTMENT ADVISERS, LLC | — -1.8K (-100.0%) | — -12.0K (-100.0%) | 0.00% -0.008 pp | 0.00% -0.004 pp | USD— | 2 qtrs SOLD |
| 59 | BARD ASSOCIATES INC | — -17.7K (-100.0%) | — -129.3K (-100.0%) | 0.00% -0.076 pp | 0.00% -0.034 pp | USD— | 19 qtrs SOLD |
| 60 | MARSHALL WACE, LLP | — -65.9K (-100.0%) | — -455.7K (-100.0%) | 0.00% -0.283 pp | 0.00% -0.001 pp | USD— | 7 qtrs SOLD |
| 61 | MAREX GROUP PLC | — -21.5K (-100.0%) | — -148.8K (-100.0%) | 0.00% -0.093 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
| 62 | TCG ADVISORY SERVICES, LLC | — -10.8K (-100.0%) | — -74.8K (-100.0%) | 0.00% -0.047 pp | 0.00% -0.003 pp | USD— | 2 qtrs SOLD |
| 63 | ADVISORY SERVICES NETWORK, LLC | — -3.7K (-100.0%) | — -25.8K (-100.0%) | 0.00% -0.016 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 3 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Virtus Private Credit Strategy ETF VPC | 0.87% | 264.0K | 10.60% |
| 2 | iShares Listed Private Equity UCITS ETF IDPE.L | 0.05% | 382.3K | 0.75% |
| 3 | iShares Listed Private Equity UCITS ETF IPRA.AS | 0.05% | 42.5K | 0.75% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
13
Sells
0
Shares acquired
55.8K
Shares disposed
—
Cash buys
13.00
Cash sales
—
Net activity
+55,838
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-23 | Aronson Stuart D | Director / Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 8,000 | 6.95 | 55.6K | 80,000 | D | ↗ |
| 2026-03-20 | Aronson Stuart D | Director / Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 5,000 | 7.10 | 35.5K | 72,000 | D | ↗ |
| 2026-03-16 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 4,195 | 7.12 | 29.9K | 284,617 | I | ↗ |
| 2026-03-13 | Volpe John Paul | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 1,000 | 7.18 | 7.2K | 1,000 | D | ↗ |
| 2026-03-13 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 4,195 | 7.14 | 30.0K | 280,422 | I | ↗ |
| 2026-03-12 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 4,195 | 7.14 | 30.0K | 276,227 | I | ↗ |
| 2026-03-06 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 4,138 | 7.25 | 30.0K | 272,032 | I | ↗ |
| 2026-03-05 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 4,196 | 7.11 | 29.8K | 267,894 | I | ↗ |
| 2025-12-24 | Thomas Joyson | Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 4,502 | 7.01 | 31.6K | 22,001 | D | ↗ |
| 2025-12-24 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 4,613 | 6.99 | 32.2K | 263,698 | I | ↗ |
| 2025-12-23 | Volpe John Paul | Director | S-Sale | D | Common Stock, par value $0.001 per share | 1,000 | 6.82 | 6.8K | 0 | D | ↗ |
| 2025-12-23 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 7,100 | 6.99 | 49.6K | 259,085 | I | ↗ |
| 2025-12-23 | Aronson Stuart D | Director / Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 7,000 | 6.80 | 47.6K | 67,000 | D | ↗ |
| 2025-12-22 | Aronson Stuart D | Director / Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 10,000 | 6.90 | 69.0K | 60,000 | D | ↗ |
| 2025-11-14 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 7,100 | 6.88 | 48.8K | 251,985 | I | ↗ |
| 2025-11-13 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 4,900 | 6.89 | 33.8K | 244,885 | I | ↗ |
| 2025-11-12 | Volpe John Paul | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 1,000 | 6.95 | 7.0K | 1,000 | D | ↗ |
| 2025-11-12 | Aronson Stuart D | Director / Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 14,000 | 6.92 | 96.9K | 50,000 | D | ↗ |
| 2025-04-08 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 80 | 8.86 | 708.80 | 237,885 | I | ↗ |
| 2024-08-13 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 2,338 | 11.50 | 26.9K | 223,450 | — | ↗ |
| 2024-08-12 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 6,316 | 11.48 | 72.5K | 224,326 | — | ↗ |
| 2024-05-29 | TAMER ANTHONY | 10% Owner | S-Sale | D | Common Stock, par value $0.001 per share | 1,000,000 | 12.15 | 12.15M | 3,976,258 | — | ↗ |
| 2024-05-29 | MNAYMNEH SAMI | 10% Owner | S-Sale | D | Common Stock, par value $0.001 per share | 1,000,000 | 12.15 | 12.15M | 3,976,258 | — | ↗ |
| 2024-04-10 | Volpe John Paul | Director | — | D | Common Stock, par value $0.001 per share | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-05-25 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 4,385 | 11.40 | 50.0K | 218,010 | — | ↗ |
| 2023-05-24 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 4,300 | 11.56 | 49.7K | 213,625 | — | ↗ |
| 2023-05-23 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 4,220 | 11.60 | 49.0K | 209,325 | — | ↗ |
| 2023-05-19 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 2,114 | 11.60 | 24.5K | 205,105 | — | ↗ |
| 2023-05-18 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 383 | 11.60 | 4.4K | 202,991 | — | ↗ |
| 2023-05-16 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 8,300 | 11.71 | 97.2K | 202,608 | — | ↗ |
| 2023-05-11 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 200 | 11.70 | 2.3K | 194,308 | — | ↗ |
| 2023-03-17 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 4,241 | 12.74 | 54.0K | 194,108 | — | ↗ |
| 2023-03-15 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 3,900 | 12.65 | 49.3K | 189,867 | — | ↗ |
| 2022-12-12 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 3,845 | 13.00 | 50.0K | 184,081 | — | ↗ |
| 2022-12-09 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 3,860 | 12.95 | 50.0K | 182,122 | — | ↗ |
| 2022-12-08 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 3,850 | 12.95 | 49.9K | 178,262 | — | ↗ |
| 2022-12-07 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 3,845 | 12.85 | 49.4K | 174,412 | — | ↗ |
| 2022-12-06 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 3,845 | 13.00 | 50.0K | 170,567 | — | ↗ |
| 2022-12-05 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 3,845 | 13.00 | 50.0K | 164,836 | — | ↗ |
| 2022-11-18 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 3,845 | 13.00 | 50.0K | 160,991 | — | ↗ |
| 2022-11-16 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 178 | 12.93 | 2.3K | 159,032 | — | ↗ |
| 2020-03-18 | Collazos Marco A. | Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 10,000 | 6.10 | 61.0K | 10,000 | — | ↗ |
| 2020-03-18 | Aronson Stuart D | Director / Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 4,000 | 6.30 | 25.2K | 36,000 | — | ↗ |
| 2020-03-16 | Thomas Joyson | Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 8,500 | 6.35 | 54.0K | 8,500 | — | ↗ |
| 2020-03-16 | Aronson Stuart D | Director / Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 4,000 | 7.05 | 28.2K | 32,000 | — | ↗ |
| 2020-03-12 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 46,425 | 11.33 | 526.0K | 158,854 | — | ↗ |
| 2020-03-12 | Aronson Stuart D | Director / Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 2,000 | 10.90 | 21.8K | 24,000 | — | ↗ |
| 2020-03-09 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 40,000 | 12.49 | 499.6K | 112,429 | — | ↗ |
| 2020-03-09 | Aronson Stuart D | Director / Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 2,000 | 12.55 | 25.1K | 22,000 | — | ↗ |
| 2020-03-06 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 37,600 | 13.25 | 498.2K | 72,429 | — | ↗ |
| 2020-03-04 | SMITH G STACY | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 3,700 | 13.85 | 51.2K | 3,700 | — | ↗ |
| 2020-03-04 | FRIER RICK PATRICK | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 3,700 | 13.88 | 51.4K | 3,700 | — | ↗ |
| 2019-12-20 | TAMER ANTHONY | 10% Owner | S-Sale | D | Common Stock, par value $0.001 per share | 500,000 | 13.40 | 6.70M | 4,863,172 | — | ↗ |
| 2019-12-20 | MNAYMNEH SAMI | 10% Owner | S-Sale | D | Common Stock, par value $0.001 per share | 500,000 | 13.40 | 6.70M | 4,863,172 | — | ↗ |
| 2019-12-13 | TAMER ANTHONY | 10% Owner | S-Sale | D | Common Stock, par value $0.001 per share | 337,500 | 13.83 | 4.67M | 5,363,172 | — | ↗ |
| 2019-12-13 | MNAYMNEH SAMI | 10% Owner | S-Sale | D | Common Stock, par value $0.001 per share | 337,500 | 13.83 | 4.67M | 5,363,172 | — | ↗ |
| 2019-12-05 | TAMER ANTHONY | 10% Owner | S-Sale | D | Common Stock, par value $0.001 per share | 2,250,000 | 13.83 | 31.12M | 5,700,672 | — | ↗ |
| 2019-12-05 | MNAYMNEH SAMI | 10% Owner | S-Sale | D | Common Stock, par value $0.001 per share | 2,250,000 | 13.83 | 31.12M | 5,700,672 | — | ↗ |
| 2019-08-01 | Thomas Joyson | Officer | — | D | Common Stock, par value $0.001 per share | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-06-27 | TAMER ANTHONY | 10% Owner | S-Sale | D | Common Stock, par value $0.001 per share | 229,328 | 14.00 | 3.21M | 7,950,672 | — | ↗ |
| 2019-06-27 | MNAYMNEH SAMI | 10% Owner | S-Sale | D | Common Stock, par value $0.001 per share | 229,328 | 14.00 | 3.21M | 7,950,672 | — | ↗ |
| 2019-06-17 | Burke Kevin Francis | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 3,000 | 14.00 | 42.0K | 7,530 | — | ↗ |
| 2019-06-14 | TAMER ANTHONY | 10% Owner | S-Sale | D | Common Stock, par value $0.001 per share | 2,350,000 | 14.00 | 32.90M | 8,180,000 | — | ↗ |
| 2019-06-14 | MNAYMNEH SAMI | 10% Owner | S-Sale | D | Common Stock, par value $0.001 per share | 2,350,000 | 14.00 | 32.90M | 8,180,000 | — | ↗ |
| 2018-11-29 | Burke Kevin Francis | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 2,000 | 12.94 | 25.9K | 4,530 | — | ↗ |
| 2018-11-29 | Aronson Stuart D | Director / Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 2,000 | 13.00 | 26.0K | 18,000 | — | ↗ |
| 2018-11-27 | Aronson Stuart D | Director / Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 2,000 | 13.14 | 26.3K | 16,000 | — | ↗ |
| 2018-11-14 | Burke Kevin Francis | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 2,000 | 13.62 | 27.2K | 2,530 | — | ↗ |
| 2018-11-13 | Burke Kevin Francis | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 530 | 13.50 | 7.2K | 530 | — | ↗ |
| 2018-08-29 | TAMER ANTHONY | 10% Owner | S-Sale | D | Common Stock, par value $0.001 per share | 972,622 | 13.88 | 13.50M | 10,530,000 | — | ↗ |
| 2018-08-29 | MNAYMNEH SAMI | 10% Owner | S-Sale | D | Common Stock, par value $0.001 per share | 972,622 | 13.88 | 13.50M | 10,530,000 | — | ↗ |
| 2018-08-14 | SMITH G STACY | Director | S-Sale | D | Common Stock, par value $0.001 per share | 9,000 | 14.19 | 127.7K | 0 | — | ↗ |
| 2018-08-13 | SMITH G STACY | Director | S-Sale | D | Common Stock, par value $0.001 per share | 3,000 | 14.47 | 43.4K | 9,000 | — | ↗ |
| 2018-06-08 | SMITH G STACY | Director | S-Sale | D | Common Stock, par value $0.001 per share | 7,210 | 14.98 | 108.0K | 12,000 | — | ↗ |
| 2018-06-07 | SMITH G STACY | Director | S-Sale | D | Common Stock, par value $0.001 per share | 10,790 | 14.88 | 160.6K | 19,210 | — | ↗ |
| 2018-04-02 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 7,201 | 12.50 | 90.0K | 34,829 | — | ↗ |
| 2018-03-15 | Aronson Stuart D | Director / Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 1,800 | 12.85 | 23.1K | 14,000 | — | ↗ |
| 2018-03-14 | Aronson Stuart D | Director / Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 200 | 12.85 | 2.6K | 12,200 | — | ↗ |
| 2018-03-07 | Aronson Stuart D | Director / Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 2,000 | 12.58 | 25.2K | 12,000 | — | ↗ |
| 2017-10-06 | PUCKETT RICK D | Director | G-Gift | D | Common Stock, par value $0.001 per share | 18,912 | 0.00 | — | 0 | — | ↗ |
| 2017-05-01 | Burke Kevin Francis | Director | — | D | Common Stock, par value $0.001 per share | 0 | 0.00 | — | 0 | — | ↗ |
| 2016-11-08 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 2,450 | 10.88 | 26.7K | 27,628 | — | ↗ |
| 2016-11-07 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 730 | 10.74 | 7.8K | 25,178 | — | ↗ |
| 2016-08-05 | Giordano Edward J. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2016-08-02 | FRIER RICK PATRICK | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2016-05-23 | Aronson Stuart D | Officer | — | D | Common Stock, par value $0.001 per share | 0 | 0.00 | — | 10,000 | — | ↗ |
| 2016-05-16 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 418 | 10.50 | 4.4K | 181,594 | — | ↗ |
| 2016-05-13 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 6,800 | 10.45 | 71.1K | 181,176 | — | ↗ |
| 2016-05-12 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 9,866 | 10.49 | 103.5K | 17,230 | — | ↗ |
| 2016-05-11 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 2,264 | 10.35 | 23.4K | 7,364 | — | ↗ |
| 2016-05-10 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 5,100 | 10.20 | 52.0K | 5,100 | — | ↗ |
| 2016-03-09 | SMITH G STACY | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 4,000 | 10.02 | 40.1K | 30,000 | — | ↗ |
| 2016-03-07 | SMITH G STACY | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 4,000 | 9.98 | 39.9K | 26,000 | — | ↗ |
| 2016-03-07 | Lombard Gerhard | Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 1,300 | 9.92 | 12.9K | 5,454 | — | ↗ |
| 2015-11-25 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 3,084,386 | 13.55 | 41.79M | 11,502,619 | — | ↗ |
| 2015-11-25 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 3,084,386 | 13.55 | 41.79M | 11,502,619 | — | ↗ |
| 2015-11-25 | Carvell James Demus III | Director / Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 1,968 | 13.55 | 26.7K | 13,491 | — | ↗ |
| 2015-11-24 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 167,340 | 13.55 | 2.27M | 8,418,233 | — | ↗ |
| 2015-11-24 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 167,340 | 13.55 | 2.27M | 8,418,233 | — | ↗ |
| 2015-11-24 | Carvell James Demus III | Director / Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 479 | 13.55 | 6.5K | 11,523 | — | ↗ |
| 2015-11-24 | BOLDUC JOHN | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 28,512 | 13.55 | 386.3K | 157,146 | — | ↗ |
| 2015-11-20 | TAMER ANTHONY | 10% Owner | O-OutOfTheMoney | A | Subscription Rights | 9,743,071 | 13.55 | 132.02M | 0 | — | ↗ |
| 2015-11-20 | MNAYMNEH SAMI | 10% Owner | O-OutOfTheMoney | A | Subscription Rights | 9,743,071 | 13.55 | 132.02M | 0 | — | ↗ |
| 2015-11-20 | Carvell James Demus III | Director / Officer | O-OutOfTheMoney | A | Subscription Rights | 11,044 | 13.55 | 149.6K | 0 | — | ↗ |
| 2015-11-20 | BOLDUC JOHN | Director | O-OutOfTheMoney | A | Subscription Rights | 128,634 | 13.55 | 1.74M | 0 | — | ↗ |
| 2015-11-16 | SMITH G STACY | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 1,400 | 12.38 | 17.3K | 22,000 | — | ↗ |
| 2015-11-13 | SMITH G STACY | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 5,600 | 12.34 | 69.1K | 20,600 | — | ↗ |
| 2015-11-12 | SMITH G STACY | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 4,137 | 12.28 | 50.8K | 15,000 | — | ↗ |
| 2015-11-11 | SMITH G STACY | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 5,142 | 12.15 | 62.5K | 10,863 | — | ↗ |
| 2015-11-10 | SMITH G STACY | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 5,721 | 12.04 | 68.9K | 5,721 | — | ↗ |
| 2015-10-16 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 16,000 | 13.55 | 216.8K | 8,250,893 | — | ↗ |
| 2015-10-16 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 16,000 | 13.55 | 216.8K | 8,250,893 | — | ↗ |
| 2015-10-15 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 16,000 | 13.34 | 213.4K | 8,234,893 | — | ↗ |
| 2015-10-15 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 16,000 | 13.34 | 213.4K | 8,234,893 | — | ↗ |
| 2015-10-14 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 16,000 | 13.35 | 213.6K | 8,218,893 | — | ↗ |
| 2015-10-14 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 16,000 | 13.35 | 213.6K | 8,218,893 | — | ↗ |
| 2015-10-13 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 16,000 | 13.42 | 214.7K | 8,202,893 | — | ↗ |
| 2015-10-13 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 16,000 | 13.42 | 214.7K | 8,202,893 | — | ↗ |
| 2015-10-12 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,351 | 13.40 | 98.5K | 8,186,893 | — | ↗ |
| 2015-10-12 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,351 | 13.40 | 98.5K | 8,186,893 | — | ↗ |
| 2015-10-09 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 15,900 | 13.17 | 209.4K | 8,179,542 | — | ↗ |
| 2015-10-09 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 15,900 | 13.17 | 209.4K | 8,179,542 | — | ↗ |
| 2015-10-08 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 2,600 | 13.08 | 34.0K | 8,163,642 | — | ↗ |
| 2015-10-08 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 2,600 | 13.08 | 34.0K | 8,163,642 | — | ↗ |
| 2015-10-07 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 15,900 | 12.96 | 206.1K | 8,161,042 | — | ↗ |
| 2015-10-07 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 15,900 | 12.96 | 206.1K | 8,161,042 | — | ↗ |
| 2015-10-06 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 15,900 | 12.88 | 204.8K | 8,145,142 | — | ↗ |
| 2015-10-06 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 15,900 | 12.88 | 204.8K | 8,145,142 | — | ↗ |
| 2015-10-05 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,300 | 12.73 | 92.9K | 8,129,242 | — | ↗ |
| 2015-10-05 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,300 | 12.73 | 92.9K | 8,129,242 | — | ↗ |
| 2015-10-02 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,734 | 12.38 | 95.7K | 8,121,942 | — | ↗ |
| 2015-10-02 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,734 | 12.38 | 95.7K | 8,121,942 | — | ↗ |
| 2015-10-01 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 5,610 | 12.01 | 67.4K | 8,114,208 | — | ↗ |
| 2015-10-01 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 5,610 | 12.01 | 67.4K | 8,114,208 | — | ↗ |
| 2015-09-30 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 9,100 | 12.11 | 110.2K | 8,108,598 | — | ↗ |
| 2015-09-30 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 9,100 | 12.11 | 110.2K | 8,108,598 | — | ↗ |
| 2015-09-29 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 9,100 | 11.97 | 108.9K | 8,099,498 | — | ↗ |
| 2015-09-29 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 9,100 | 11.97 | 108.9K | 8,099,498 | — | ↗ |
| 2015-09-28 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 9,100 | 12.63 | 114.9K | 8,090,398 | — | ↗ |
| 2015-09-28 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 9,100 | 12.63 | 114.9K | 8,090,398 | — | ↗ |
| 2015-09-25 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 50,000 | 13.69 | 684.5K | 8,081,298 | — | ↗ |
| 2015-09-25 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 50,000 | 13.69 | 684.5K | 8,081,298 | — | ↗ |
| 2015-09-24 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 6,756 | 13.26 | 89.6K | 8,031,298 | — | ↗ |
| 2015-09-24 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 6,756 | 13.26 | 89.6K | 8,031,298 | — | ↗ |
| 2015-09-23 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 8,400 | 13.18 | 110.7K | 8,024,542 | — | ↗ |
| 2015-09-23 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 8,400 | 13.18 | 110.7K | 8,024,542 | — | ↗ |
| 2015-09-22 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 8,164 | 13.16 | 107.4K | 8,016,142 | — | ↗ |
| 2015-09-22 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 8,164 | 13.16 | 107.4K | 8,016,142 | — | ↗ |
| 2015-09-21 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 8,350 | 13.18 | 110.1K | 8,007,978 | — | ↗ |
| 2015-09-21 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 8,350 | 13.18 | 110.1K | 8,007,978 | — | ↗ |
| 2015-09-18 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 6,671 | 13.09 | 87.3K | 7,999,628 | — | ↗ |
| 2015-09-18 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 6,671 | 13.09 | 87.3K | 7,999,628 | — | ↗ |
| 2015-09-17 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,400 | 12.99 | 96.1K | 7,992,957 | — | ↗ |
| 2015-09-17 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,400 | 13.27 | 98.2K | 7,992,957 | — | ↗ |
| 2015-09-16 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 6,064 | 13.57 | 82.3K | 7,985,557 | — | ↗ |
| 2015-09-16 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 6,064 | 13.57 | 82.3K | 7,985,557 | — | ↗ |
| 2015-09-15 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,400 | 13.49 | 99.8K | 7,979,493 | — | ↗ |
| 2015-09-15 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,400 | 13.49 | 99.8K | 7,979,493 | — | ↗ |
| 2015-09-14 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,400 | 13.35 | 98.8K | 7,972,093 | — | ↗ |
| 2015-09-14 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,400 | 13.35 | 98.8K | 7,972,093 | — | ↗ |
| 2015-09-11 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,300 | 13.20 | 96.4K | 7,964,693 | — | ↗ |
| 2015-09-11 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,300 | 13.20 | 96.4K | 7,964,693 | — | ↗ |
| 2015-09-10 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 2,900 | 13.16 | 38.2K | 7,957,393 | — | ↗ |
| 2015-09-10 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 2,900 | 13.16 | 38.2K | 7,957,393 | — | ↗ |
| 2015-09-09 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,300 | 13.20 | 96.4K | 7,954,493 | — | ↗ |
| 2015-09-09 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,300 | 13.20 | 96.4K | 7,954,493 | — | ↗ |
| 2015-09-08 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 4,330 | 13.03 | 56.4K | 7,947,193 | — | ↗ |
| 2015-09-08 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 4,330 | 13.03 | 56.4K | 7,947,193 | — | ↗ |
| 2015-09-04 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 6,200 | 12.85 | 79.7K | 7,942,863 | — | ↗ |
| 2015-09-04 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 6,200 | 12.85 | 79.7K | 7,942,863 | — | ↗ |
| 2015-09-03 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 8,000 | 12.88 | 103.0K | 7,936,663 | — | ↗ |
| 2015-09-03 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 8,000 | 12.88 | 103.0K | 7,936,663 | — | ↗ |
| 2015-09-02 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,200 | 12.70 | 91.4K | 7,928,663 | — | ↗ |
| 2015-09-02 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,200 | 12.70 | 91.4K | 7,928,663 | — | ↗ |
| 2015-09-01 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 6,900 | 12.68 | 87.5K | 7,921,463 | — | ↗ |
| 2015-09-01 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 6,900 | 12.68 | 87.5K | 7,921,463 | — | ↗ |
| 2015-08-31 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 8,000 | 12.69 | 101.5K | 7,914,563 | — | ↗ |
| 2015-08-31 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 8,000 | 12.69 | 101.5K | 7,914,563 | — | ↗ |
| 2015-08-28 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,500 | 12.68 | 95.1K | 7,906,563 | — | ↗ |
| 2015-08-28 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,500 | 12.68 | 95.1K | 7,906,563 | — | ↗ |
| 2015-08-27 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 4,200 | 12.68 | 53.3K | 7,899,063 | — | ↗ |
| 2015-08-27 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 4,200 | 12.68 | 53.3K | 7,899,063 | — | ↗ |
| 2015-08-26 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,330 | 12.52 | 91.8K | 7,894,863 | — | ↗ |
| 2015-08-26 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,330 | 12.52 | 91.8K | 7,894,863 | — | ↗ |
| 2015-08-25 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,500 | 12.55 | 94.1K | 7,887,533 | — | ↗ |
| 2015-08-25 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,500 | 12.55 | 94.1K | 7,887,533 | — | ↗ |
| 2015-08-24 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 6,800 | 12.65 | 86.0K | 7,880,033 | — | ↗ |
| 2015-08-24 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 6,800 | 12.65 | 86.0K | 7,880,033 | — | ↗ |
| 2015-08-21 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 6,959 | 12.73 | 88.6K | 7,873,233 | — | ↗ |
| 2015-08-21 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 6,959 | 12.73 | 88.6K | 7,873,233 | — | ↗ |
| 2015-08-20 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,360 | 12.78 | 94.1K | 7,866,274 | — | ↗ |
| 2015-08-20 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,360 | 12.78 | 94.1K | 7,866,274 | — | ↗ |
| 2015-08-19 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,700 | 12.69 | 97.7K | 7,858,914 | — | ↗ |
| 2015-08-19 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,700 | 12.69 | 97.7K | 7,858,914 | — | ↗ |
| 2015-08-18 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,700 | 12.79 | 98.5K | 7,851,214 | — | ↗ |
| 2015-08-18 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,700 | 12.79 | 98.5K | 7,851,214 | — | ↗ |
| 2015-08-17 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,530 | 12.87 | 96.9K | 7,843,514 | — | ↗ |
| 2015-08-17 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,530 | 12.87 | 96.9K | 7,843,514 | — | ↗ |
| 2015-08-14 | TAMER ANTHONY | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 4,280 | 12.45 | 53.3K | 7,835,984 | — | ↗ |
| 2015-08-14 | MNAYMNEH SAMI | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 4,280 | 12.45 | 53.3K | 7,835,984 | — | ↗ |
Executive team
Top executives
EBIT / Employee
18.74M
Shares Outstanding
22.23M
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 |
|---|---|---|---|
| Joyson C. Thomas | Chief Financial Officer & Principal Accounting Officer | — | male |
| Marco A. Collazos | Chief Compliance Officer | — | male |
| Richard H. Siegel | Secretary | — | male |
| Stuart D. Aronson | Chief Executive Officer & Director | — | male |
ESG Rating
ESG Score History ASSET MANAGEMENT
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 WHF
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.
