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WisdomTree, Inc. (WT)
USD19.38
+0.41 (+2.16%)
US NYSE Financial Services Asset Management
Address
245 Park Avenue 10167
New York City, NY, US
New York City, NY, US
CEO
Jonathan Laurence Steinberg
Website
wisdomtree.com
IPO
1993-03-04
CIK 880631 ISIN US97717P1049
Also trades on
NASDAQ Global Select · WETF (USD)
New York Stock Exchange · WT (USD)
Description
WisdomTree, Inc., an investment firm operating through its subsidiaries, primarily functions as a sponsor and manager of exchange-traded funds (ETFs). These ETFs span a diverse range of asset classes, including equities, currencies, fixed income, and alternative investments. Beyond fund management, the company extends its reach by licensing its unique, fundamentally weighted indexes to external entities for use in their own bespoke financial products. It also facilitates the integration of WisdomTree ETFs into 401(k) retirement plans through a dedicated platform. Additionally, WisdomTree provides specialized investment advisory services. Established in 1985, the company maintains its headquarters in New York, New York.
News Sentiment (7d)
4 articles
- Is WisdomTree, Inc. (WT) a Solid Growth Stock? 3 Reasons to Think "Yes" Zacks Investment Research
- WisdomTree Launches Space Economy Fund (WSPC) GuruFocus
- WisdomTree Launches Space Economy Fund (WSPC) Business Wire
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
USD19.38
+0.41 (+2.16%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
1.16
Float Shares
123.06M
Free Float %
80.7%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.51% | -1.32% | +18.18% | +14.64% | +61.38% | +53.57% | +96.64% | +167.43% | +198.09% | +79.14% | +524.00% |
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
19.38
Low
16.80
-13.3%
Consensus
18.96
-2.2%
Median
20.00
+3.2%
High
20.00
+3.2%
DCF (Unlevered)
18.00
-7.1%
DCF (Levered)
19.08
-1.5%
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)
71% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 4 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 3 |
18.27
-5.7%
|
| Last Quarter | 4 |
18.70
-3.5%
|
| Last Year | 14 |
17.25
-11.0%
|
| All Time | 18 |
15.98
-17.5%
|
Quality scores
Altman Z-Score
2.45
Grey zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%+15.4% Q1'26: +47.5% (vs Q1'25)
-
EPS growth Asset Management: +22.7%+127.3% ★ Q1'26: -200.0% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%+37.0% ★ Q1'26: +11.5% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%+35.3% Q1'26: -2.2% (vs Q1'25)
-
ROIC Asset Management: +6.5%+14.1% ★ Q1'26: -1.4% (vs Q1'25)
-
Share dilution Asset Management: +0.0%-2.9% ★ Q1'26: -5.8% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×5.37× Q1'26: -298.58× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 4 Rev. Ana. 4 EPS Ana. |
Dec 2027 4 Rev. Ana. 3 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
298.94M
est: 296.74M (+0.7%)
|
218.92M
est: 217.75M (+0.5%)
|
228.30M
est: 234.91M (-2.8%)
|
274.12M
est: 274.49M (-0.1%)
|
266.53M
est: 267.51M (-0.4%)
|
249.91M
est: 252.33M (-1.0%)
|
304.32M
est: 304.31M (+0.0%)
|
301.35M
est: 300.61M (+0.2%)
|
349.04M
est: 363.83M (-4.1%)
|
427.74M
est: 425.75M (+0.5%)
|
493.75M
est: 489.13M (+0.9%)
|
682.62M
666.68M – 716.37M
+39.6% YoY
|
751.93M
722.55M – 805.53M
+10.2% YoY
|
791.83M
774.53M – 809.13M
+5.3% YoY
|
| EBITDA |
140.38M
est: 59.44M (+136.2%)
|
56.87M
est: 43.62M (+30.4%)
|
59.59M
est: 47.06M (+26.6%)
|
60.30M
est: 54.98M (+9.7%)
|
15.58M
est: 53.58M (-70.9%)
|
-21.35M
est: 50.54M (-142.2%)
|
71.69M
est: 60.96M (+17.6%)
|
56.11M
est: 60.22M (-6.8%)
|
136.41M
est: 105.32M (+29.5%)
|
117.37M
est: 123.25M (-4.8%)
|
177.97M
est: 141.60M (+25.7%)
|
197.61M
193.00M – 207.38M
+39.6% YoY
|
217.67M
209.17M – 233.19M
+10.2% YoY
|
229.23M
224.22M – 234.23M
+5.3% YoY
|
| EBIT |
139.37M
est: 56.89M (+145.0%)
|
55.56M
est: 41.74M (+33.1%)
|
58.19M
est: 45.03M (+29.2%)
|
59.00M
est: 52.62M (+12.1%)
|
11.36M
est: 51.28M (-77.8%)
|
-25.55M
est: 48.37M (-152.8%)
|
69.00M
est: 58.34M (+18.3%)
|
54.89M
est: 57.63M (-4.8%)
|
134.25M
est: 102.86M (+30.5%)
|
114.31M
est: 120.37M (-5.0%)
|
174.20M
est: 138.28M (+26.0%)
|
192.99M
188.48M – 202.53M
+39.6% YoY
|
212.58M
204.27M – 227.73M
+10.2% YoY
|
223.86M
218.97M – 228.75M
+5.3% YoY
|
| Net Income |
80.05M
est: 87.17M (-8.2%)
|
26.16M
est: 34.14M (-23.4%)
|
27.20M
est: 39.45M (-31.0%)
|
36.63M
est: 50.79M (-27.9%)
|
-10.43M
est: 31.98M (-132.6%)
|
-35.66M
est: 35.52M (-200.4%)
|
49.80M
est: 53.97M (-7.7%)
|
50.68M
est: 38.81M (+30.6%)
|
102.55M
est: 100.53M (+2.0%)
|
66.69M
est: 92.78M (-28.1%)
|
109.13M
est: 115.71M (-5.7%)
|
166.72M
160.76M – 172.67M
+44.1% YoY
|
186.03M
177.81M – 194.24M
+11.6% YoY
|
195.31M
186.49M – 204.12M
+5.0% YoY
|
| SGA |
36.37M
est: 41.59M (-12.6%)
|
40.08M
est: 30.52M (+31.3%)
|
38.88M
est: 32.92M (+18.1%)
|
45.22M
est: 38.47M (+17.6%)
|
42.38M
est: 37.49M (+13.0%)
|
33.04M
est: 35.37M (-6.6%)
|
36.24M
est: 42.65M (-15.0%)
|
44.87M
est: 42.13M (+6.5%)
|
54.49M
est: 46.33M (+17.6%)
|
61.79M
est: 54.21M (+14.0%)
|
33.60M
est: 62.28M (-46.0%)
|
86.92M
84.89M – 91.21M
+39.6% YoY
|
95.74M
92.00M – 102.57M
+10.2% YoY
|
100.82M
98.62M – 103.03M
+5.3% YoY
|
| EPS |
0.58
est: 0.58 (-0.7%)
|
0.19
est: 0.23 (-16.9%)
|
0.20
est: 0.26 (-24.3%)
|
0.23
est: 0.34 (-32.4%)
|
-0.08
est: 0.21 (-138.7%)
|
-0.25
est: 0.24 (-205.1%)
|
0.31
est: 0.36 (-14.3%)
|
0.31
est: 0.26 (+19.2%)
|
0.66
est: 0.69 (-4.6%)
|
0.34
est: 0.65 (-47.5%)
|
0.78
est: 0.80 (-2.3%)
|
1.14
1.11 – 1.19
+42.8% YoY
|
1.28
1.23 – 1.34
+12.1% YoY
|
1.34
1.29 – 1.41
+4.6% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-29 | Oppenheimer | Outperform | Outperform | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B- | 3/5 | 3/5 | 4/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | B- | 3/5 | 3/5 | 4/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | B | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | B | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | B | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | B | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-15 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
163.89M
OE per share TTM
1.14
Owner's Yield
6.12%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
2.5%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
72
Total invested
69.00M
Insider transactions (90d)
0
Beneficial owners (>5%)
3
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 18.62M | 12.70% | 18.48M | — | 18.62M | — | HC | Delaware | 2023-01-24 | ↗ |
| 2 | ETFS Capital Limited | 15.25M | 10.40% | — | — | — | 15.25M | OO | JERSEY | 2024-11-21 | ↗ |
| 3 | GRAHAM TUCKWELL | 15.25M | 10.40% | — | — | — | 15.25M | IN | JERSEY | 2024-11-21 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
72
-224 vs prev Q
New positions
12
Closed positions
232
Increased
34
Reduced
24
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 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 1.70M +1.7M (+100.0%) | 20.69B +20.7B (+100.0%) | 1.21% +1.209 pp | 0.03% +0.031 pp | USD12.19 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 19.04M +1.1M (+6.1%) | 232.09M -17.3M (-6.9%) | 13.56% +1.003 pp | 0.00% 0.000 pp | USD10.28 +18.6% | 6 qtrs — |
| 3 | FMR LLC | 16.75M +1.9M (+12.9%) | 204.17M -2.0M (-1.0%) | 11.93% +1.546 pp | 0.01% 0.000 pp | USD13.41 -9.1% | 18 qtrs — |
| 4 | VANGUARD GROUP INC | 14.00M -551.1K (-3.8%) | 170.68M -31.6M (-15.6%) | 9.97% -0.214 pp | 0.00% -0.001 pp | USD7.57 +61.0% | 58 qtrs — |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 11.20M +1.5M (+15.7%) | 136.48M +2.0M (+1.5%) | 7.98% +1.202 pp | 0.02% +0.000 pp | USD12.17 +0.2% | 18 qtrs — |
| 6 | AZORA CAPITAL LP | 6.15M +521.2K (+9.3%) | 74.97M -3.3M (-4.2%) | 4.38% +0.440 pp | 4.72% +1.097 pp | USD7.40 +64.7% | 21 qtrs — |
| 7 | SIMCOE CAPITAL MANAGEMENT, LLC | 5.25M +535.0K (+11.3%) | 64.04M -1.5M (-2.4%) | 3.74% +0.439 pp | 11.46% +1.950 pp | USD9.69 +25.8% | 4 qtrs — |
| 8 | STATE STREET CORP | 5.22M -96.2K (-1.8%) | 63.62M -10.3M (-13.9%) | 3.72% -0.004 pp | 0.00% 0.000 pp | USD8.68 +40.4% | 51 qtrs — |
| 9 | DIMENSIONAL FUND ADVISORS LP | 3.64M +61.7K (+1.7%) | 44.40M -5.4M (-10.8%) | 2.67% +0.165 pp | 0.01% -0.001 pp | USD8.22 +48.3% | 51 qtrs — |
| 10 | GOLDMAN SACHS GROUP INC | 3.39M +1.8M (+116.5%) | 41.32M +19.6M (+89.8%) | 2.41% +1.318 pp | 0.01% +0.002 pp | USD11.73 +3.9% | 57 qtrs — |
| 11 | INVESCO LTD. | 3.34M -181.5K (-5.2%) | 40.71M -8.2M (-16.8%) | 2.38% -0.086 pp | 0.01% -0.002 pp | USD9.20 +32.5% | 44 qtrs — |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.93M +1.2M (+72.5%) | 35.71M +12.1M (+51.3%) | 2.09% +0.898 pp | 0.02% +0.006 pp | USD12.85 -5.1% | 6 qtrs — |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 2.80M +26.8K (+1.0%) | 34.09M -4.4M (-11.5%) | 1.99% +0.053 pp | 0.00% 0.000 pp | USD7.53 +61.9% | 58 qtrs — |
| 14 | MORGAN STANLEY | 2.69M -587.3K (-17.9%) | 32.77M -12.8M (-28.0%) | 1.92% -0.378 pp | 0.00% -0.001 pp | USD9.29 +31.2% | 51 qtrs — |
| 15 | CAPITAL WORLD INVESTORS | 2.53M +2.5M (+100.0%) | 30.83M +30.8M (+100.0%) | 1.80% +1.802 pp | 0.00% +0.004 pp | USD12.19 +0.0% | 1 qtrs NEW |
| 16 | ARROWMARK COLORADO HOLDINGS LLC | 2.41M -884.4K (-26.9%) | 29.35M -16.4M (-35.9%) | 1.72% -0.590 pp | 0.65% -0.204 pp | USD6.59 +85.0% | 47 qtrs — |
| 17 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.36M -203.7K (-7.9%) | 28.79M -6.9M (-19.3%) | 1.68% -0.114 pp | 0.01% -0.002 pp | USD5.78 +110.9% | 33 qtrs — |
| 18 | JANUS HENDERSON GROUP PLC | 2.13M -66.3K (-3.0%) | 25.94M -4.6M (-15.0%) | 1.52% -0.020 pp | 0.01% -0.002 pp | USD7.80 +56.3% | 18 qtrs — |
| 19 | D. E. SHAW & CO., INC. | 2.12M -270.8K (-11.3%) | 25.87M -7.4M (-22.2%) | 1.51% -0.164 pp | 0.01% -0.005 pp | USD13.14 -7.2% | 5 qtrs — |
| 20 | NUVEEN, LLC | 1.76M +15.0K (+0.9%) | 21.44M -2.8M (-11.6%) | 1.25% +0.032 pp | 0.01% -0.001 pp | USD9.03 +35.0% | 4 qtrs — |
| 21 | POINT72 ASSET MANAGEMENT, L.P. | 1.67M +1.5M (+858.6%) | 20.39M +18.0M (+740.7%) | 1.19% +1.070 pp | 0.02% +0.019 pp | USD12.37 -1.5% | 11 qtrs — |
| 22 | AMERICAN CENTURY COMPANIES INC | 1.51M -454.1K (-23.1%) | 18.46M -8.9M (-32.5%) | 1.08% -0.299 pp | 0.01% -0.005 pp | USD12.26 -0.6% | 15 qtrs — |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.48M +131.5K (+9.7%) | 18.09M -709.6K (-3.8%) | 1.06% +0.110 pp | 0.00% 0.000 pp | USD8.25 +47.8% | 58 qtrs — |
| 24 | TOROSO INVESTMENTS, LLC | 1.40M -161.4K (-10.3%) | 17.12M -4.6M (-21.3%) | 1.00% -0.096 pp | 0.04% -0.003 pp | USD11.82 +3.1% | 29 qtrs — |
| 25 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1.39M -136.7K (-9.0%) | 16.93M -4.3M (-20.2%) | 0.99% -0.079 pp | 0.06% -0.012 pp | USD11.24 +8.5% | 11 qtrs — |
| 26 | LOOMIS SAYLES & CO L P | 1.34M -62.6K (-4.5%) | 16.32M -3.2M (-16.2%) | 0.95% -0.027 pp | 0.02% -0.004 pp | USD13.90 -12.3% | 2 qtrs — |
| 27 | TWO SIGMA INVESTMENTS, LP | 1.25M -372.7K (-22.9%) | 15.26M -7.3M (-32.4%) | 0.89% -0.246 pp | 0.02% -0.012 pp | USD9.03 +35.0% | 13 qtrs — |
| 28 | CRAWFORD FUND MANAGEMENT, LLC | 1.24M +548.1K (+79.1%) | 15.13M +5.5M (+57.0%) | 0.88% +0.399 pp | 1.99% +0.451 pp | USD11.37 +7.2% | 8 qtrs — |
| 29 | NORTHERN TRUST CORP | 1.20M -67.6K (-5.3%) | 14.61M -3.0M (-17.0%) | 0.85% -0.033 pp | 0.00% 0.000 pp | USD8.54 +42.7% | 51 qtrs — |
| 30 | HRT FINANCIAL LP | 1.16M +807.6K (+231.0%) | 14.11M +9.2M (+190.3%) | 0.82% +0.580 pp | 0.04% +0.027 pp | USD12.26 -0.6% | 5 qtrs — |
| 31 | UBS GROUP AG | 1.13M +983.1K (+654.6%) | 13.81M +11.7M (+561.7%) | 0.81% +0.702 pp | 0.00% +0.002 pp | USD11.88 +2.6% | 45 qtrs — |
| 32 | CITADEL ADVISORS LLC | 1.03M +227.2K (+28.4%) | 12.51M +1.4M (+12.6%) | 0.73% +0.172 pp | 0.00% +0.000 pp | USD10.93 +11.5% | 52 qtrs — |
| 33 | PRINCIPAL FINANCIAL GROUP INC | 995.9K +141.4K (+16.5%) | 12.14M +262.3K (+2.2%) | 0.71% +0.111 pp | 0.01% +0.000 pp | USD11.22 +8.6% | 53 qtrs — |
| 34 | ENVESTNET ASSET MANAGEMENT INC | 978.6K +10.3K (+1.1%) | 11.93M -1.5M (-11.4%) | 0.70% +0.019 pp | 0.00% 0.000 pp | USD9.72 +25.4% | 19 qtrs — |
| 35 | KORNITZER CAPITAL MANAGEMENT INC /KS | 971.4K +550.0 (+0.1%) | 11.84M -1.7M (-12.3%) | 0.69% +0.012 pp | 0.25% -0.025 pp | USD9.90 +23.1% | 7 qtrs — |
| 36 | DRIEHAUS CAPITAL MANAGEMENT LLC | 875.8K -30.5K (-3.4%) | 10.68M -1.9M (-15.3%) | 0.62% -0.011 pp | 0.07% -0.018 pp | USD13.90 -12.3% | 2 qtrs — |
| 37 | CITIGROUP INC | 865.3K +689.3K (+391.8%) | 10.55M +8.1M (+331.3%) | 0.62% +0.493 pp | 0.00% +0.004 pp | USD11.77 +3.6% | 54 qtrs — |
| 38 | BANK OF NEW YORK MELLON CORP | 857.9K -427.1K (-33.2%) | 10.46M -7.4M (-41.5%) | 0.61% -0.289 pp | 0.00% -0.002 pp | USD6.89 +76.9% | 55 qtrs — |
| 39 | SQUAREPOINT OPS LLC | 855.7K +561.7K (+191.0%) | 10.43M +6.3M (+155.2%) | 0.61% +0.404 pp | 0.01% +0.007 pp | USD11.99 +1.7% | 9 qtrs — |
| 40 | INVENOMIC CAPITAL MANAGEMENT LP | 809.9K +809.9K (+100.0%) | 9.87M +9.9M (+100.0%) | 0.58% +0.577 pp | 0.46% +0.460 pp | USD12.19 +0.0% | 1 qtrs NEW |
| 41 | INTERVAL PARTNERS, LP | 806.9K +443.2K (+121.9%) | 9.84M +4.8M (+94.6%) | 0.57% +0.320 pp | 0.18% +0.094 pp | USD11.05 +10.3% | 4 qtrs — |
| 42 | MILLENNIUM MANAGEMENT LLC | 747.1K -1.8M (-70.3%) | 9.11M -25.8M (-73.9%) | 0.53% -1.226 pp | 0.00% -0.011 pp | USD9.87 +23.5% | 37 qtrs — |
| 43 | AQR CAPITAL MANAGEMENT LLC | 720.7K +220.0K (+43.9%) | 8.79M +1.8M (+26.2%) | 0.51% +0.163 pp | 0.00% +0.000 pp | USD10.33 +18.0% | 11 qtrs — |
| 44 | MAN GROUP PLC | 709.0K +292.6K (+70.3%) | 8.64M +2.9M (+49.3%) | 0.51% +0.214 pp | 0.01% +0.005 pp | USD12.02 +1.4% | 10 qtrs — |
| 45 | JPMORGAN CHASE & CO | 701.1K +268.3K (+62.0%) | 8.55M +2.5M (+42.0%) | 0.51% +0.211 pp | 0.00% +0.000 pp | USD11.25 +8.4% | 47 qtrs — |
| 46 | TWO SIGMA ADVISERS, LP | 679.4K -909.0K (-57.2%) | 8.28M -13.8M (-62.5%) | 0.48% -0.628 pp | 0.02% -0.028 pp | USD8.94 +36.4% | 25 qtrs — |
| 47 | VICTORY CAPITAL MANAGEMENT INC | 609.7K -474.6K (-43.8%) | 7.43M -7.6M (-50.7%) | 0.43% -0.325 pp | 0.00% -0.005 pp | USD9.75 +25.0% | 26 qtrs — |
| 48 | INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 580.0K +580.0K (+100.0%) | 7.07M +7.1M (+100.0%) | 0.43% +0.425 pp | 1.26% +1.260 pp | USD12.19 +0.0% | 1 qtrs NEW |
| 49 | CSM ADVISORS, LLC | 562.5K +57.0K (+11.3%) | 6.86M -171.0K (-2.4%) | 0.40% +0.047 pp | 0.19% -0.010 pp | USD11.58 +5.3% | 3 qtrs — |
| 50 | CAPITAL MANAGEMENT CORP /VA | 561.9K +291.9K (+108.1%) | 6.85M +3.1M (+82.5%) | 0.40% +0.211 pp | 1.12% +0.533 pp | USD11.05 +10.3% | 20 qtrs — |
| 51 | UBS ASSET MANAGEMENT AMERICAS INC | 543.4K +184.7K (+51.5%) | 6.62M +1.6M (+32.8%) | 0.39% +0.136 pp | 0.00% +0.000 pp | USD10.25 +18.9% | 52 qtrs — |
| 52 | FIRST TRUST ADVISORS LP | 497.7K -16.9K (-3.3%) | 6.07M -1.1M (-15.2%) | 0.35% -0.006 pp | 0.00% -0.001 pp | USD11.29 +8.0% | 7 qtrs — |
| 53 | VOYA INVESTMENT MANAGEMENT LLC | 496.6K -25.7K (-4.9%) | 6.05M -1.2M (-16.6%) | 0.35% -0.012 pp | 0.01% -0.001 pp | USD7.81 +56.1% | 51 qtrs — |
| 54 | NORDEA INVESTMENT MANAGEMENT AB | 457.5K -66.5K (-12.7%) | 5.62M -1.7M (-22.9%) | 0.33% -0.041 pp | 0.00% -0.002 pp | USD7.99 +52.6% | 12 qtrs — |
| 55 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 397.6K -71.5K (-15.2%) | 4.85M -1.7M (-25.7%) | 0.28% -0.045 pp | 0.02% -0.008 pp | USD8.98 +35.7% | 36 qtrs — |
| 56 | SCHONFELD STRATEGIC ADVISORS LLC | 393.2K -380.7K (-49.2%) | 4.79M -6.0M (-55.4%) | 0.28% -0.262 pp | 0.02% -0.040 pp | USD12.46 -2.2% | 7 qtrs — |
| 57 | CREDIT AGRICOLE S A | 390.7K +— (+0.0%) | 4.76M -668.1K (-12.3%) | 0.28% +0.005 pp | 0.01% -0.004 pp | USD13.90 -12.3% | 2 qtrs — |
| 58 | PRICE T ROWE ASSOCIATES INC /MD/ | 370.4K -521.3K (-58.5%) | 4.52M -7.9M (-63.6%) | 0.26% -0.360 pp | 0.00% -0.001 pp | USD13.13 -7.2% | 51 qtrs — |
| 59 | BANK OF AMERICA CORP /DE/ | 354.5K -96.9K (-21.5%) | 4.32M -2.0M (-31.1%) | 0.25% -0.064 pp | 0.00% 0.000 pp | USD10.80 +12.9% | 52 qtrs — |
| 60 | AMERIPRISE FINANCIAL INC | 350.1K -22.9K (-6.1%) | 4.27M -916.9K (-17.7%) | 0.25% -0.012 pp | 0.00% 0.000 pp | USD8.83 +38.1% | 55 qtrs — |
| 61 | FRANKLIN RESOURCES INC | 336.1K +323.5K (+2,572.4%) | 4.10M +3.9M (+2,243.6%) | 0.24% +0.231 pp | 0.00% +0.001 pp | USD12.25 -0.5% | 2 qtrs — |
| 62 | RHUMBLINE ADVISERS | 316.3K -17.9K (-5.3%) | 3.86M -789.3K (-17.0%) | 0.23% -0.009 pp | 0.00% -0.001 pp | USD7.80 +56.3% | 51 qtrs — |
| 63 | WELLS FARGO & COMPANY/MN | 311.5K +79.2K (+34.1%) | 3.80M +568.9K (+17.6%) | 0.22% +0.059 pp | 0.00% +0.000 pp | USD9.20 +32.5% | 57 qtrs — |
| 64 | DEUTSCHE BANK AG\ | 303.4K +24.3K (+8.7%) | 3.70M -180.9K (-4.7%) | 0.22% +0.027 pp | 0.00% 0.000 pp | USD9.44 +29.1% | 50 qtrs — |
| 65 | LEGAL & GENERAL GROUP PLC | 300.7K -21.3K (-6.6%) | 3.67M -810.9K (-18.1%) | 0.21% -0.011 pp | 0.00% 0.000 pp | USD7.25 +68.1% | 46 qtrs — |
| 66 | SUMMITTX CAPITAL, L.P. | 300.0K +237.2K (+377.7%) | 3.66M +2.8M (+318.9%) | 0.21% +0.170 pp | 0.11% +0.074 pp | USD11.51 +5.9% | 4 qtrs — |
| 67 | ENGINEERS GATE MANAGER LP | 268.2K -88.5K (-24.8%) | 3.27M -1.7M (-34.1%) | 0.19% -0.059 pp | 0.04% -0.018 pp | USD12.82 -4.9% | 6 qtrs — |
| 68 | WINTON GROUP LTD | 264.7K +264.7K (+100.0%) | 3.23M +3.2M (+100.0%) | 0.19% +0.189 pp | 0.11% +0.111 pp | USD12.19 +0.0% | 4 qtrs — |
| 69 | ROTHSCHILD INVESTMENT LLC | 264.0K -5.4K (-2.0%) | 3.22M -526.1K (-14.0%) | 0.19% -0.001 pp | 0.18% -0.034 pp | USD9.87 +23.5% | 9 qtrs — |
| 70 | BARCLAYS PLC | 262.7K -6.0K (-2.2%) | 3.20M +518.3K (+19.3%) | 0.19% -0.001 pp | 0.00% +0.000 pp | USD9.10 +34.0% | 51 qtrs — |
| 71 | SWISS NATIONAL BANK | 261.1K +18.8K (+7.8%) | 3.18M -185.2K (-5.5%) | 0.19% +0.016 pp | 0.00% 0.000 pp | USD8.64 +41.1% | 51 qtrs — |
| 72 | RAYMOND JAMES FINANCIAL INC | 239.6K -228.0 (-0.1%) | 2.92M -412.8K (-12.4%) | 0.17% +0.003 pp | 0.00% 0.000 pp | USD13.59 -10.3% | 5 qtrs — |
| 73 | QUANTBOT TECHNOLOGIES LP | 235.0K +44.0K (+23.0%) | 2.87M +209.7K (+7.9%) | 0.17% +0.039 pp | 0.10% +0.023 pp | USD11.88 +2.6% | 11 qtrs — |
| 74 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 231.1K +4.4K (+1.9%) | 2.82M -334.0K (-10.6%) | 0.16% +0.006 pp | 0.02% -0.003 pp | USD9.28 +31.4% | 14 qtrs — |
| 75 | HORIZON KINETICS ASSET MANAGEMENT LLC | 198.5K -2.6K (-1.3%) | 2.42M -375.0K (-13.4%) | 0.14% +0.001 pp | 0.03% -0.001 pp | USD6.11 +99.5% | 15 qtrs — |
| 76 | SEI INVESTMENTS CO | 195.5K -32.8K (-14.4%) | 2.38M -790.1K (-24.9%) | 0.14% -0.021 pp | 0.00% -0.001 pp | USD12.84 -5.1% | 7 qtrs — |
| 77 | QUEST PARTNERS LLC | 194.4K +6.0K (+3.2%) | 2.37M -248.5K (-9.5%) | 0.14% +0.007 pp | 0.13% -0.039 pp | USD12.94 -5.8% | 8 qtrs — |
| 78 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 193.6K +193.6K (+100.0%) | 2.36M +2.4M (+100.0%) | 0.14% +0.138 pp | 0.00% +0.004 pp | USD12.19 +0.0% | 1 qtrs NEW |
| 79 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 192.3K -4.2K (-2.1%) | 2.35M -386.0K (-14.1%) | 0.14% -0.001 pp | 0.00% -0.001 pp | USD9.60 +27.0% | 43 qtrs — |
| 80 | MML INVESTORS SERVICES, LLC | 188.1K +19.5K (+11.5%) | 2.29M -51.3K (-2.2%) | 0.13% +0.016 pp | 0.01% -0.001 pp | USD10.69 +14.0% | 7 qtrs — |
| 81 | PICTON MAHONEY ASSET MANAGEMENT | 178.4K +178.3K (+148,595.0%) | 2.18M +2.2M (+108,655.5%) | 0.13% +0.127 pp | 0.02% +0.017 pp | USD12.19 +0.0% | 6 qtrs — |
| 82 | SG AMERICAS SECURITIES, LLC | 165.9K +115.0K (+226.0%) | 2.02M +1.3M (+186.0%) | 0.12% +0.083 pp | 0.00% +0.000 pp | USD12.71 -4.1% | 41 qtrs — |
| 83 | VIRGINIA RETIREMENT SYSTEMS ET AL | 165.1K +31.4K (+23.4%) | 2.01M +153.5K (+8.3%) | 0.12% +0.024 pp | 0.01% 0.000 pp | USD12.61 -3.3% | 4 qtrs — |
| 84 | SCHRODER INVESTMENT MANAGEMENT GROUP | 161.4K -155.6K (-49.1%) | 2.00M -2.4M (-54.4%) | 0.12% -0.107 pp | 0.00% -0.002 pp | USD13.90 -12.3% | 2 qtrs — |
| 85 | STIFEL FINANCIAL CORP | 155.3K +7.8K (+5.3%) | 1.89M -157.2K (-7.7%) | 0.11% +0.007 pp | 0.00% 0.000 pp | USD10.58 +15.2% | 7 qtrs — |
| 86 | GRAHAM CAPITAL MANAGEMENT, L.P. | 154.3K +111.0K (+256.3%) | 1.88M +1.3M (+212.4%) | 0.11% +0.080 pp | 0.05% +0.036 pp | USD11.44 +6.6% | 17 qtrs — |
| 87 | ATOM INVESTORS LP | 153.9K +153.9K (+100.0%) | 1.88M +1.9M (+100.0%) | 0.11% +0.110 pp | 0.15% +0.149 pp | USD12.19 +0.0% | 1 qtrs NEW |
| 88 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 147.0K +69.6K (+89.9%) | 1.79M +716.1K (+66.6%) | 0.10% +0.051 pp | 0.00% +0.000 pp | USD13.09 -6.9% | 2 qtrs — |
| 89 | HSBC HOLDINGS PLC | 142.6K +142.6K (+100.0%) | 1.75M +1.8M (+100.0%) | 0.10% +0.102 pp | 0.00% +0.001 pp | USD12.19 +0.0% | 32 qtrs — |
| 90 | ALLIANCEBERNSTEIN L.P. | 140.5K -82.1K (-36.9%) | 1.71M -1.4M (-44.7%) | 0.10% -0.056 pp | 0.00% 0.000 pp | USD9.55 +27.6% | 57 qtrs — |
| 91 | LEVEL FOUR ADVISORY SERVICES, LLC | 138.6K +9.7K (+7.5%) | 1.69M -102.6K (-5.7%) | 0.10% +0.009 pp | 0.06% -0.006 pp | USD10.59 +15.1% | 7 qtrs — |
| 92 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 125.8K +9.0K (+7.7%) | 1.53M -89.8K (-5.5%) | 0.09% +0.008 pp | 0.00% 0.000 pp | USD9.01 +35.3% | 52 qtrs — |
| 93 | THRIVENT FINANCIAL FOR LUTHERANS | 122.7K -7.8K (-6.0%) | 1.50M -318.0K (-17.5%) | 0.09% -0.004 pp | 0.00% -0.001 pp | USD9.59 +27.1% | 43 qtrs — |
| 94 | DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 122.2K -52.9K (-30.2%) | 1.49M -944.2K (-38.8%) | 0.09% -0.036 pp | 0.00% -0.001 pp | USD9.94 +22.6% | 8 qtrs — |
| 95 | AQUATIC CAPITAL MANAGEMENT LLC | 119.8K -54.3K (-31.2%) | 1.46M -959.3K (-39.7%) | 0.09% -0.037 pp | 0.04% -0.003 pp | USD11.58 +5.3% | 11 qtrs — |
| 96 | CREATIVE PLANNING | 117.7K -13.0K (-10.0%) | 1.43M -382.2K (-21.0%) | 0.08% -0.008 pp | 0.00% 0.000 pp | USD10.72 +13.7% | 5 qtrs — |
| 97 | FISHER ASSET MANAGEMENT, LLC | 111.7K +34.0 (+0.0%) | 1.36M -190.5K (-12.3%) | 0.08% +0.001 pp | 0.00% 0.000 pp | USD7.64 +59.6% | 35 qtrs — |
| 98 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 111.5K -23.9K (-17.7%) | 1.36M -523.3K (-27.8%) | 0.08% -0.015 pp | 0.01% +0.006 pp | USD11.43 +6.6% | 4 qtrs — |
| 99 | LPL FINANCIAL LLC | 110.2K +12.5K (+12.8%) | 1.34M -15.2K (-1.1%) | 0.08% +0.010 pp | 0.00% +0.000 pp | USD11.06 +10.2% | 5 qtrs — |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
1.60
Bullish
Ratio by volume
0.95
Neutral
Buys
40
Sells
25
Shares acquired
2.08M
Shares disposed
2.19M
Cash buys
—
Cash sales
1.00
Net activity
-105,586
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-25 | PANKOPF TONIA L | Director | P-Purchase | A | Common Stock | 44 | 16.94 | 751.40 | 34,962 | D | ↗ |
| 2026-02-25 | Lilien R Jarrett | Officer | S-Sale | D | Common Stock | 30,000 | 16.84 | 505.2K | 1,140,245 | D | ↗ |
| 2026-02-23 | Ziemba Peter M | Officer | A-Award | A | Performance Based Restricted Stock Units | 3,046 | 0.00 | — | 3,046 | D | ↗ |
| 2026-02-23 | Yates David M | Officer | A-Award | A | Performance Based Restricted Stock Units | 2,673 | 0.00 | — | 2,673 | D | ↗ |
| 2026-02-23 | Steinberg Jonathan L | Director / Officer | A-Award | A | Performance Based Restricted Stock Units | 42,880 | 0.00 | — | 42,880 | D | ↗ |
| 2026-02-23 | Peck William Bradley | Officer | A-Award | A | Performance Based Restricted Stock Units | 2,673 | 0.00 | — | 2,673 | D | ↗ |
| 2026-02-23 | Marinof Alexis | Officer | A-Award | A | Performance Based Restricted Stock Units | 5,223 | 0.00 | — | 5,223 | D | ↗ |
| 2026-02-23 | Lilien R Jarrett | Officer | A-Award | A | Performance Based Restricted Stock Units | 25,220 | 0.00 | — | 25,220 | D | ↗ |
| 2026-02-23 | Frankenthaler Marci | Officer | A-Award | A | Performance Based Restricted Stock Units | 3,725 | 0.00 | — | 3,725 | D | ↗ |
| 2026-02-23 | Edmiston Bryan | Officer | A-Award | A | Performance Based Restricted Stock Units | 4,247 | 0.00 | — | 4,247 | D | ↗ |
| 2026-01-28 | Badova Radev Petranka lvanova | Officer | — | — | Common Stock | 0 | 0.00 | — | 11,129 | D | ↗ |
| 2026-01-27 | Ziemba Peter M | Officer | M-Exempt | A | Common Stock | 61,005 | 0.00 | — | 1,017,249 | D | ↗ |
| 2026-01-27 | Yates David M | Officer | M-Exempt | D | Performance Based Restricted Stock Units | 37,997 | 0.00 | — | 0 | D | ↗ |
| 2026-01-27 | Steinberg Jonathan L | Director / Officer | M-Exempt | A | Common Stock | 573,813 | 0.00 | — | 10,056,470 | D | ↗ |
| 2026-01-27 | Peck William Bradley | Officer | M-Exempt | D | Performance Based Restricted Stock Units | 39,996 | 0.00 | — | 0 | D | ↗ |
| 2026-01-27 | Marinof Alexis | Officer | M-Exempt | D | Performance Based Restricted Stock Units | 45,713 | 0.00 | — | 0 | D | ↗ |
| 2026-01-27 | Lilien R Jarrett | Officer | M-Exempt | D | Performance Based Restricted Stock Units | 350,395 | 0.00 | — | 0 | D | ↗ |
| 2026-01-27 | Frankenthaler Marci | Officer | F-InKind | D | Common Stock | 22,889 | 0.00 | — | 315,272 | D | ↗ |
| 2026-01-27 | Edmiston Bryan | Officer | F-InKind | D | Common Stock | 22,888 | 0.00 | — | 271,667 | D | ↗ |
| 2026-01-25 | Ziemba Peter M | Officer | A-Award | A | Performance Based Restricted Stock Units | 8,617 | 0.00 | — | 8,617 | D | ↗ |
| 2026-01-25 | Yates David M | Officer | F-InKind | D | Common Stock | 20,493 | 0.00 | — | 154,318 | D | ↗ |
| 2026-01-25 | Steinberg Jonathan L | Director / Officer | F-InKind | D | Common Stock | 121,651 | 0.00 | — | 9,482,657 | D | ↗ |
| 2026-01-25 | Peck William Bradley | Officer | A-Award | A | Common Stock | 22,688 | 0.00 | — | 246,257 | D | ↗ |
| 2026-01-25 | Marinof Alexis | Officer | A-Award | A | Performance Based Restricted Stock Units | 14,777 | 0.00 | — | 14,777 | D | ↗ |
| 2026-01-25 | Lilien R Jarrett | Officer | A-Award | A | Performance Based Restricted Stock Units | 71,351 | 0.00 | — | 71,351 | D | ↗ |
| 2026-01-25 | Frankenthaler Marci | Officer | F-InKind | D | Common Stock | 25,134 | 0.00 | — | 294,163 | D | ↗ |
| 2026-01-25 | Edmiston Bryan | Officer | A-Award | A | Performance Based Restricted Stock Units | 12,016 | 0.00 | — | 12,016 | D | ↗ |
| 2025-12-02 | Yates David M | Officer | S-Sale | D | Common Stock | 6,820 | 11.13 | 75.9K | 152,123 | D | ↗ |
| 2025-11-26 | PANKOPF TONIA L | Director | P-Purchase | A | Common Stock | 68 | 11.05 | 749.37 | 34,918 | D | ↗ |
| 2025-11-25 | Lilien R Jarrett | Officer | S-Sale | D | Common Stock | 12,500 | 11.01 | 137.6K | 998,638 | D | ↗ |
| 2025-11-12 | Lilien R Jarrett | Officer | S-Sale | D | Common Stock | 25,000 | 11.77 | 294.3K | 1,011,138 | D | ↗ |
| 2025-08-27 | PANKOPF TONIA L | Director | P-Purchase | A | Common Stock | 33 | 13.43 | 443.81 | 34,850 | D | ↗ |
| 2025-08-26 | Lilien R Jarrett | Officer | S-Sale | D | Common Stock | 12,500 | 13.21 | 165.1K | 1,036,138 | D | ↗ |
| 2025-08-12 | Lilien R Jarrett | Officer | S-Sale | D | Common Stock | 25,000 | 13.33 | 333.3K | 1,048,638 | D | ↗ |
| 2025-06-17 | PANKOPF TONIA L | Director | A-Award | A | Common Stock | 9,871 | 0.00 | — | 34,685 | D | ↗ |
| 2025-06-17 | Naidoo Shamla | Director | A-Award | A | Common Stock | 9,871 | 0.00 | — | 34,685 | D | ↗ |
| 2025-06-17 | NEUGER WIN J | Director | A-Award | A | Common Stock | 9,871 | 0.00 | — | 158,205 | D | ↗ |
| 2025-06-17 | Mielke Daniela | Director | A-Award | A | Common Stock | 9,871 | 0.00 | — | 51,324 | D | ↗ |
| 2025-06-17 | Delorier Rilla S | Director | A-Award | A | Common Stock | 9,871 | 0.00 | — | 31,851 | D | ↗ |
| 2025-06-17 | Conjeevaram Smita | Director | A-Award | A | Common Stock | 9,871 | 0.00 | — | 77,368 | D | ↗ |
| 2025-06-17 | Bossone Anthony | Director | A-Award | A | Common Stock | 9,871 | 0.00 | — | 645,389 | D | ↗ |
| 2025-06-17 | Blake Lynn S. | Director | A-Award | A | Common stock | 9,871 | 0.00 | — | 55,520 | D | ↗ |
| 2025-05-28 | PANKOPF TONIA L | Director | P-Purchase | A | Common Stock | 46 | 9.62 | 442.43 | 34,817 | D | ↗ |
| 2025-02-26 | PANKOPF TONIA L | Director | P-Purchase | A | Common Stock | 48 | 9.26 | 441.01 | 34,771 | D | ↗ |
| 2025-02-04 | Marinof Alexis | Officer | S-Sale | D | Common Stock | 90,980 | 9.87 | 897.9K | 221,146 | D | ↗ |
| 2025-01-27 | Ziemba Peter M | Officer | M-Exempt | A | Common Stock | 35,154 | 0.00 | — | 972,752 | D | ↗ |
| 2025-01-27 | Steinberg Jonathan L | Director / Officer | M-Exempt | D | Performance Based Restricted Stock Units | 387,336 | 0.00 | — | 0 | D | ↗ |
| 2025-01-27 | Peck William Bradley | Officer | M-Exempt | D | Performance Based Restricted Stock Units | 25,610 | 0.00 | — | 0 | D | ↗ |
| 2025-01-27 | Marinof Alexis | Officer | M-Exempt | D | Performance Based Restricted Stock Units | 28,502 | 0.00 | — | 0 | D | ↗ |
| 2025-01-27 | Lilien R Jarrett | Officer | M-Exempt | A | Common Stock | 157,526 | 0.00 | — | 1,154,779 | D | ↗ |
| 2025-01-27 | Frankenthaler Marci | Officer | F-InKind | D | Common Stock | 9,681 | 0.00 | — | 287,685 | D | ↗ |
| 2025-01-27 | Edmiston Bryan | Officer | F-InKind | D | Common Stock | 6,666 | 0.00 | — | 240,474 | D | ↗ |
| 2025-01-25 | Ziemba Peter M | Officer | A-Award | A | Common Stock | 42,344 | 0.00 | — | 965,730 | D | ↗ |
| 2025-01-25 | Yates David M | Officer | A-Award | A | Performance Based Restricted Stock Units | 10,517 | 0.00 | — | 10,517 | D | ↗ |
| 2025-01-25 | Steinberg Jonathan L | Director / Officer | A-Award | A | Performance-Based Restricted Stock Units | 176,438 | 0.00 | — | 176,438 | D | ↗ |
| 2025-01-25 | Peck William Bradley | Officer | F-InKind | D | Common Stock | 23,052 | 0.00 | — | 209,038 | D | ↗ |
| 2025-01-25 | Marinof Alexis | Officer | A-Award | A | Common Stock | 56,245 | 0.00 | — | 329,170 | D | ↗ |
| 2025-01-25 | Lilien R Jarrett | Officer | A-Award | A | Common Stock | 107,821 | 0.00 | — | 1,059,549 | D | ↗ |
| 2025-01-25 | Frankenthaler Marci | Officer | A-Award | A | Common Stock | 53,216 | 0.00 | — | 295,850 | D | ↗ |
| 2025-01-25 | Edmiston Bryan | Officer | A-Award | A | Performance Based Restricted Stock Units | 17,227 | 0.00 | — | 17,227 | D | ↗ |
| 2024-12-13 | Ziemba Peter M | Officer | G-Gift | D | Common Stock | 25,000 | 0.00 | — | 923,386 | D | ↗ |
| 2024-12-02 | ETFS Capital Limited. | Other | S-Sale | D | Common Stock | 3,000,000 | 11.34 | 34.02M | 12,250,000 | D | ↗ |
| 2024-11-20 | PANKOPF TONIA L | Director | P-Purchase | A | Common Stock | 38 | 11.52 | 439.86 | 34,723 | D | ↗ |
| 2024-11-15 | Ziemba Peter M | Officer | S-Sale | D | Common Stock | 100,000 | 11.43 | 1.14M | 948,386 | D | ↗ |
| 2024-11-08 | Steinberg Jonathan L | Director / Officer | P-Purchase | A | Common Stock | 67,869 | 10.84 | 735.7K | 9,240,707 | D | ↗ |
| 2024-06-12 | PANKOPF TONIA L | Director | A-Award | A | Common Stock | 10,152 | 0.00 | — | 24,814 | — | ↗ |
| 2024-06-12 | Naidoo Shamla | Director | A-Award | A | Common Stock | 10,152 | 0.00 | — | 24,814 | — | ↗ |
| 2024-06-12 | NEUGER WIN J | Director | A-Award | A | Common Stock | 10,152 | 0.00 | — | 148,334 | — | ↗ |
| 2024-06-12 | Mielke Daniela | Director | A-Award | A | Common Stock | 10,152 | 0.00 | — | 41,453 | — | ↗ |
| 2024-06-12 | Delorier Rilla S | Director | A-Award | A | Common Stock | 10,152 | 0.00 | — | 21,980 | — | ↗ |
| 2024-06-12 | Conjeevaram Smita | Director | A-Award | A | Common Stock | 10,152 | 0.00 | — | 67,497 | — | ↗ |
| 2024-06-12 | Bossone Anthony | Director | A-Award | A | Common Stock | 10,152 | 0.00 | — | 635,518 | — | ↗ |
| 2024-06-12 | Blake Lynn S. | Director | A-Award | A | Common stock | 10,152 | 0.00 | — | 45,649 | — | ↗ |
| 2024-02-13 | Steinberg Jonathan L | Director / Officer | P-Purchase | A | Common Stock | 303,781 | 7.20 | 2.19M | 9,172,838 | — | ↗ |
| 2024-01-29 | Ziemba Peter M | Officer | F-InKind | D | Common Stock | 11,488 | 0.00 | — | 1,048,386 | — | ↗ |
| 2024-01-29 | Steinberg Jonathan L | Director / Officer | M-Exempt | D | Performance Based Restricted Stock Units | 260,618 | 0.00 | — | 0 | — | ↗ |
| 2024-01-29 | Peck William Bradley | Officer | M-Exempt | A | Common Stock | 15,830 | 0.00 | — | 202,388 | — | ↗ |
| 2024-01-29 | Marinof Alexis | Officer | F-InKind | D | Common Stock | 15,544 | 0.00 | — | 272,925 | — | ↗ |
| 2024-01-29 | Lilien R Jarrett | Officer | M-Exempt | A | Common Stock | 143,386 | 0.00 | — | 1,027,744 | — | ↗ |
| 2024-01-29 | Frankenthaler Marci | Officer | M-Exempt | A | Common Stock | 22,716 | 0.00 | — | 250,824 | — | ↗ |
| 2024-01-25 | Ziemba Peter M | Officer | A-Award | A | Performance Based Restricted Stock Units | 18,126 | 0.00 | — | 18,126 | — | ↗ |
| 2024-01-25 | Yates David M | Officer | A-Award | A | Performance Based Restricted Stock Units | 16,742 | 0.00 | — | 16,742 | — | ↗ |
| 2024-01-25 | Steinberg Jonathan L | Director / Officer | F-InKind | D | Common Stock | 92,355 | 0.00 | — | 8,741,485 | — | ↗ |
| 2024-01-25 | Peck William Bradley | Officer | A-Award | A | Common Stock | 55,224 | 0.00 | — | 203,480 | — | ↗ |
| 2024-01-25 | Marinof Alexis | Officer | A-Award | A | Common Stock | 80,605 | 0.00 | — | 282,278 | — | ↗ |
| 2024-01-25 | Lilien R Jarrett | Officer | A-Award | A | Common Stock | 164,537 | 0.00 | — | 932,570 | — | ↗ |
| 2024-01-25 | Frankenthaler Marci | Officer | F-InKind | D | Common Stock | 18,728 | 0.00 | — | 228,108 | — | ↗ |
| 2024-01-25 | Edmiston Bryan | Officer | A-Award | A | Common Stock | 72,317 | 0.00 | — | 210,407 | — | ↗ |
| 2023-08-18 | Delorier Rilla S | Director | A-Award | A | Common Stock | 11,828 | 0.00 | — | 11,828 | — | ↗ |
| 2023-08-17 | Ziemba Peter M | Officer | S-Sale | D | Common Stock | 50,000 | 7.04 | 352.1K | 988,082 | — | ↗ |
| 2023-08-16 | Ziemba Peter M | Officer | S-Sale | D | Common Stock | 50,000 | 6.91 | 345.7K | 1,038,082 | — | ↗ |
| 2023-06-26 | Singleton Harold III | Director | A-Award | A | Common Stock | 14,662 | 0.00 | — | 41,356 | — | ↗ |
| 2023-06-26 | PANKOPF TONIA L | Director | A-Award | A | Common Stock | 14,662 | 0.00 | — | 14,662 | — | ↗ |
| 2023-06-26 | Naidoo Shamla | Director | A-Award | A | Common Stock | 14,662 | 0.00 | — | 14,662 | — | ↗ |
| 2023-06-26 | NEUGER WIN J | Director | A-Award | A | Common Stock | 14,662 | 0.00 | — | 138,182 | — | ↗ |
| 2023-06-26 | Mielke Daniela | Director | A-Award | A | Common Stock | 14,662 | 0.00 | — | 31,301 | — | ↗ |
| 2023-06-26 | Conjeevaram Smita | Director | A-Award | A | Common Stock | 14,662 | 0.00 | — | 57,345 | — | ↗ |
| 2023-06-26 | Bossone Anthony | Director | A-Award | A | Common Stock | 14,662 | 0.00 | — | 625,366 | — | ↗ |
| 2023-06-26 | Blake Lynn S. | Director | A-Award | A | Common stock | 14,662 | 0.00 | — | 35,497 | — | ↗ |
| 2023-06-22 | PANKOPF TONIA L | Director | — | D | No securities are beneficially owned | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-06-22 | Naidoo Shamla | Director | — | D | No securities are beneficially owned | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-06-06 | Ziemba Peter M | Officer | G-Gift | D | Common Stock | 7,150 | 0.00 | — | 1,088,082 | — | ↗ |
| 2023-01-30 | Ziemba Peter M | Officer | M-Exempt | D | Performance Based Restricted Stock Units | 8,232 | 0.00 | — | 0 | — | ↗ |
| 2023-01-30 | Steinberg Jonathan L | Director / Officer | M-Exempt | A | Common Stock | 44,715 | 0.00 | — | 8,587,258 | — | ↗ |
| 2023-01-30 | Marinof Alexis | Officer | F-InKind | D | Common Stock | 3,154 | 0.00 | — | 201,673 | — | ↗ |
| 2023-01-30 | Lilien R Jarrett | Officer | M-Exempt | D | Performance Based Restricted Stock Units | 10,830 | 0.00 | — | 0 | — | ↗ |
| 2023-01-30 | Frankenthaler Marci | Officer | M-Exempt | D | Performance Based Restricted Stock Units | 5,199 | 0.00 | — | 0 | — | ↗ |
| 2023-01-25 | Ziemba Peter M | Officer | A-Award | A | Performance Based Restricted Stock Units | 29,372 | 0.00 | — | 29,372 | — | ↗ |
| 2023-01-25 | Yates David M | Director / Officer | F-InKind | D | Common Stock | 11,124 | 0.00 | — | 121,484 | — | ↗ |
| 2023-01-25 | Steinberg Jonathan L | Director / Officer | F-InKind | D | Common Stock | 69,057 | 0.00 | — | 8,542,543 | — | ↗ |
| 2023-01-25 | Peck William Bradley | Director | A-Award | A | Common Stock | 66,964 | 0.00 | — | 158,529 | — | ↗ |
| 2023-01-25 | Marinof Alexis | Director | F-InKind | D | Common Stock | 16,169 | 0.00 | — | 195,818 | — | ↗ |
| 2023-01-25 | Lilien R Jarrett | Director | A-Award | A | Common Stock | 195,495 | 0.00 | — | 790,725 | — | ↗ |
| 2023-01-25 | Frankenthaler Marci | Director / Officer | A-Award | A | Common Stock | 73,660 | 0.00 | — | 185,592 | — | ↗ |
| 2023-01-25 | Edmiston Bryan | Officer | A-Award | A | Performance Based Restricted Stock Units | 21,186 | 0.00 | — | 21,186 | — | ↗ |
| 2022-09-21 | Mielke Daniela | Director | — | D | Common Stock | 0 | 0.00 | — | 16,639 | — | ↗ |
| 2022-07-25 | Singleton Harold III | Director | A-Award | A | Common Stock | 19,762 | 0.00 | — | 26,694 | — | ↗ |
| 2022-07-25 | SALERNO FRANK | Director | A-Award | A | Common Stock | 19,762 | 0.00 | — | 283,990 | — | ↗ |
| 2022-07-25 | NEUGER WIN J | Director | A-Award | A | Common Stock | 19,762 | 0.00 | — | 123,520 | — | ↗ |
| 2022-07-25 | Fuhr Deborah | Director | A-Award | A | Common Stock | 19,762 | 0.00 | — | 20,835 | — | ↗ |
| 2022-07-25 | Cosgrove Susan J | Director | A-Award | A | Common Stock | 19,762 | 0.00 | — | 80,543 | — | ↗ |
| 2022-07-25 | Conjeevaram Smita | Director | A-Award | A | Common Stock | 19,762 | 0.00 | — | 42,683 | — | ↗ |
| 2022-07-25 | Bossone Anthony | Director | A-Award | A | Common Stock | 19,762 | 0.00 | — | 610,704 | — | ↗ |
| 2022-07-25 | Blake Lynn S. | Director | A-Award | A | Common Stock | 19,762 | 0.00 | — | 20,835 | — | ↗ |
| 2022-06-06 | Ziemba Peter M | Officer | G-Gift | D | Common Stock | 8,400 | 0.00 | — | 1,007,212 | — | ↗ |
| 2022-06-03 | Ziemba Peter M | Officer | G-Gift | D | Common Stock | 850 | 0.00 | — | 1,006,362 | — | ↗ |
| 2022-05-25 | Fuhr Deborah | Director | — | D | Common Stock | 0 | 0.00 | — | 1,073 | — | ↗ |
| 2022-05-25 | Blake Lynn S. | Director | — | D | Common Stock | 0 | 0.00 | — | 1,073 | — | ↗ |
| 2022-03-08 | Lion Point Capital, LP | — | — | I | Common Stock | 0 | 0.00 | — | 4,521,979 | — | ↗ |
| 2022-03-01 | Yates David M | Officer | — | D | Common Stock | 0 | 0.00 | — | 68,992 | — | ↗ |
| 2022-02-15 | Steinberg Jonathan L | Director / Officer | S-Sale | D | Common Stock | 153,913 | 5.87 | 903.4K | 8,291,458 | — | ↗ |
| 2022-01-25 | Ziemba Peter M | Officer | A-Award | A | Performance Based Restricted Stock Units | 16,654 | 0.00 | — | 16,654 | — | ↗ |
| 2022-01-25 | Steinberg Jonathan L | Director / Officer | A-Award | A | Performance Based Restricted Stock Units | 183,455 | 0.00 | — | 183,455 | — | ↗ |
| 2022-01-25 | Peck William Bradley | Officer | F-InKind | D | Common Stock | 7,312 | 0.00 | — | 91,565 | — | ↗ |
| 2022-01-25 | Marinof Alexis | Officer | A-Award | A | Performance Based Restricted Stock Units | 16,022 | 0.00 | — | 16,022 | — | ↗ |
| 2022-01-25 | Lilien R Jarrett | Officer | A-Award | A | Common Stock | 88,545 | 0.00 | — | 624,393 | — | ↗ |
| 2022-01-25 | Frankenthaler Marci | Officer | F-InKind | D | Common Stock | 10,012 | 0.00 | — | 111,932 | — | ↗ |
| 2022-01-25 | Edmiston Bryan | Officer | A-Award | A | Common Stock | 27,617 | 0.00 | — | 76,116 | — | ↗ |
| 2022-01-21 | Singleton Harold III | Director | — | D | Common Stock | 0 | 0.00 | — | 6,932 | — | ↗ |
| 2021-11-17 | Ziemba Peter M | Officer | S-Sale | D | Common Stock | 5,000 | 6.76 | 33.8K | 989,214 | — | ↗ |
| 2021-09-14 | SALERNO FRANK | Director | S-Sale | D | Common Stock | 10,024 | 5.89 | 59.0K | 264,228 | — | ↗ |
| 2021-06-17 | SALERNO FRANK | Director | A-Award | A | Common Stock | 15,625 | 0.00 | — | 274,252 | — | ↗ |
| 2021-06-17 | NEUGER WIN J | Director | A-Award | A | Common Stock | 15,625 | 0.00 | — | 103,758 | — | ↗ |
| 2021-06-17 | Lavine Bruce I | Director | A-Award | A | Common Stock | 15,625 | 0.00 | — | 220,024 | — | ↗ |
| 2021-06-17 | Cosgrove Susan J | Director | A-Award | A | Common Stock | 15,625 | 0.00 | — | 60,781 | — | ↗ |
| 2021-06-17 | Conjeevaram Smita | Director | A-Award | A | Common Stock | 15,625 | 0.00 | — | 22,921 | — | ↗ |
| 2021-06-17 | Bossone Anthony | Director | A-Award | A | Common | 15,625 | 0.00 | — | 590,942 | — | ↗ |
| 2021-05-21 | Ziemba Peter M | Officer | G-Gift | D | Common Stock | 8,500 | 0.00 | — | 994,214 | — | ↗ |
| 2021-05-20 | Ziemba Peter M | Officer | G-Gift | D | Common Stock | 8,000 | 0.00 | — | 1,002,714 | — | ↗ |
| 2021-01-25 | Ziemba Peter M | Officer | A-Award | A | Common Stock | 45,251 | 0.00 | — | 1,031,285 | — | ↗ |
| 2021-01-25 | Steinberg Jonathan L | Director / Officer | A-Award | A | Performance Based Restricted Stock Units | 123,371 | 0.00 | — | 123,371 | — | ↗ |
| 2021-01-25 | Peck William Bradley | Officer | A-Award | A | Common Stock | 22,486 | 0.00 | — | 61,294 | — | ↗ |
| 2021-01-25 | Muni Amit | Officer | A-Award | A | Performance Based Restricted Stock Units | 16,806 | 0.00 | — | 16,806 | — | ↗ |
| 2021-01-25 | Marinof Alexis | Officer | A-Award | A | Performance Based Restricted Stock Units | 15,656 | 0.00 | — | 15,656 | — | ↗ |
| 2021-01-25 | Lilien R Jarrett | Officer | F-InKind | D | Common Stock | 19,611 | 0.00 | — | 535,848 | — | ↗ |
| 2021-01-25 | Frankenthaler Marci | Officer | F-InKind | D | Common Stock | 7,129 | 0.00 | — | 80,191 | — | ↗ |
| 2021-01-25 | Edmiston Bryan | Officer | A-Award | A | Common Stock | 13,035 | 0.00 | — | 53,028 | — | ↗ |
| 2021-01-25 | Conjeevaram Smita | Director | — | D | Common Stock | 0 | 0.00 | — | 7,296 | — | ↗ |
| 2021-01-15 | Muni Amit | Officer | S-Sale | D | Common Stock | 75,000 | 5.33 | 399.6K | 668,987 | — | ↗ |
| 2020-12-11 | Lilien R Jarrett | Officer | F-InKind | D | Common Stock | 44,351 | 0.00 | — | 487,582 | — | ↗ |
| 2020-12-09 | Ziemba Peter M | Officer | G-Gift | D | Common Stock | 11,500 | 0.00 | — | 986,034 | — | ↗ |
| 2020-12-02 | SALERNO FRANK | Director | S-Sale | D | Common Stock | 5,568 | 4.50 | 25.1K | 258,627 | — | ↗ |
| 2020-08-11 | ETFS Capital Limited. | 10% Owner | — | D | Common Stock | 0 | 0.00 | — | 15,250,000 | — | ↗ |
| 2020-07-03 | Marinof Alexis | Officer | F-InKind | D | Common Stock | 367 | 0.00 | — | 59,745 | — | ↗ |
| 2020-06-18 | SALERNO FRANK | Director | A-Award | A | Common Stock | 27,247 | 0.00 | — | 264,195 | — | ↗ |
| 2020-06-18 | Peck William Bradley | Officer | — | D | Common Stock | 0 | 0.00 | — | 38,808 | — | ↗ |
| 2020-06-18 | NEUGER WIN J | Director | A-Award | A | Common Stock | 27,247 | 0.00 | — | 88,133 | — | ↗ |
| 2020-06-18 | Lavine Bruce I | Director | A-Award | A | Common Stock | 27,247 | 0.00 | — | 204,399 | — | ↗ |
| 2020-06-18 | Cosgrove Susan J | Director | A-Award | A | Common Stock | 27,247 | 0.00 | — | 45,156 | — | ↗ |
| 2020-06-18 | Bossone Anthony | Director | A-Award | A | Common | 27,247 | 0.00 | — | 575,317 | — | ↗ |
| 2020-03-12 | Schwartz Jeremy | Officer | P-Purchase | A | Common Stock | 20,000 | 2.32 | 46.4K | 692,496 | — | ↗ |
| 2020-03-11 | Bossone Anthony | Director | P-Purchase | A | Common Stock | 100,000 | 3.00 | 300.0K | 548,070 | — | ↗ |
| 2020-03-02 | Bossone Anthony | Director | P-Purchase | A | Common Stock | 16,200 | 3.89 | 63.0K | 448,070 | — | ↗ |
| 2020-02-28 | Bossone Anthony | Director | P-Purchase | A | Common Stock | 83,800 | 3.90 | 326.5K | 431,870 | — | ↗ |
| 2020-02-03 | Ziemba Peter M | Officer | P-Purchase | A | Common Stock | 25,000 | 4.19 | 104.7K | 1,004,201 | — | ↗ |
| 2020-02-03 | Steinberg Jonathan L | Director / Officer | P-Purchase | A | Common Stock | 177,099 | 4.26 | 754.0K | 8,324,491 | — | ↗ |
| 2020-02-03 | Schwartz Jeremy | Officer | P-Purchase | A | Common Stock | 20,000 | 4.20 | 84.1K | 672,496 | — | ↗ |
| 2020-02-03 | Lilien R Jarrett | Officer | P-Purchase | A | Common Stock | 23,529 | 4.23 | 99.5K | 531,933 | — | ↗ |
| 2020-01-28 | Muni Amit | Officer | S-Sale | D | Common Stock | 28,500 | 3.87 | 110.3K | 668,987 | — | ↗ |
| 2020-01-25 | Steinberg Jonathan L | Director / Officer | A-Award | A | Common Stock | 216,126 | 0.00 | — | 8,220,598 | — | ↗ |
| 2020-01-25 | Schwartz Jeremy | Officer | A-Award | A | Common Stock | 39,790 | 0.00 | — | 668,744 | — | ↗ |
| 2020-01-25 | Muni Amit | Officer | A-Award | A | Performance Based Restricted Stock Units | 8,900 | 0.00 | — | 8,900 | — | ↗ |
| 2020-01-25 | Marinof Alexis | Officer | A-Award | A | Performance Based Restricted Stock Units | 10,887 | 0.00 | — | 10,887 | — | ↗ |
| 2020-01-25 | Lilien R Jarrett | Officer | A-Award | A | Performance Based Restricted Stock Units | 13,089 | 0.00 | — | 13,089 | — | ↗ |
| 2020-01-25 | Frankenthaler Marci | Officer | A-Award | A | Common Stock | 25,130 | 0.00 | — | 59,285 | — | ↗ |
| 2020-01-25 | Edmiston Bryan | Officer | A-Award | A | Common Stock | 7,853 | 0.00 | — | 43,652 | — | ↗ |
| 2020-01-25 | Bell Stuart | Officer | A-Award | A | Performance Based Restricted Stock Units | 3,927 | 0.00 | — | 3,927 | — | ↗ |
| 2019-12-31 | Ziemba Peter M | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-12-12 | Bell Stuart | Officer | M-Exempt | A | Common Stock | 15,000 | 2.25 | 33.8K | 143,261 | — | ↗ |
| 2019-12-11 | Lilien R Jarrett | Officer | F-InKind | D | Common Stock | 31,850 | 0.00 | — | 469,480 | — | ↗ |
| 2019-11-14 | Bossone Anthony | Director | P-Purchase | A | Common Stock | 100,000 | 4.99 | 499.4K | 348,070 | — | ↗ |
| 2019-11-11 | SALERNO FRANK | Director | S-Sale | D | Common Stock | 6,672 | 5.34 | 35.6K | 236,948 | — | ↗ |
| 2019-10-29 | Lilien R Jarrett | Officer | P-Purchase | A | Common Stock | 18,940 | 5.28 | 100.0K | 501,330 | — | ↗ |
| 2019-09-12 | Bell Stuart | Officer | F-InKind | D | Common Stock | 1,824 | 0.00 | — | 128,261 | — | ↗ |
| 2019-09-06 | Edmiston Bryan | Officer | F-InKind | D | Common Stock | 1,687 | 0.00 | — | 35,799 | — | ↗ |
| 2019-08-28 | Schwartz Jeremy | Officer | P-Purchase | A | Common Stock | 10,000 | 4.73 | 47.3K | 628,954 | — | ↗ |
| 2019-08-01 | Marinof Alexis | Officer | — | D | Common Stock | 0 | 0.00 | — | 18,570 | — | ↗ |
| 2019-06-18 | STEINHARDT MICHAEL H | Director | A-Award | A | Common Stock | 15,948 | 0.00 | — | 8,870,799 | — | ↗ |
| 2019-06-18 | SALERNO FRANK | Director | A-Award | A | Common Stock | 15,948 | 0.00 | — | 243,620 | — | ↗ |
| 2019-06-18 | NEUGER WIN J | Director | A-Award | A | Common Stock | 15,948 | 0.00 | — | 60,886 | — | ↗ |
Executive team
Top executives
EBIT / Employee
553.0K
Shares Outstanding
152.44M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Jonathan Steinberg Chief Executive Officer | 550.0K | 2.63M | 3.51M | — | — | 13.6K | 6.70M | 52.32% | ↗ |
| 2 | 2025 | R. Jarrett Lilien President and Chief Operating Officer | 450.0K | 1.90M | 2.14M | — | — | 13.0K | 4.51M | 47.56% | ↗ |
| 3 | 2025 | Alexis Marinof Chief Executive Officer, Europe | 382.3K | 962.3K | 745.4K | — | — | 18.5K | 2.11M | 35.35% | ↗ |
| 4 | 2025 | Bryan Edmiston Chief Financial Officer | 375.0K | 782.5K | 752.5K | — | — | 15.5K | 1.93M | 39.08% | ↗ |
| 5 | 2025 | Marci Frankenthaler Chief Legal Officer | 375.0K | 686.3K | 705.3K | — | — | 15.5K | 1.78M | 39.58% | ↗ |
| 6 | 2024 | Jonathan Steinberg Chief Executive Officer | 550.0K | 2.34M | 3.84M | — | — | 15.3K | 6.75M | 56.95% | ↗ |
| 7 | 2024 | R. Jarrett Lilien President and Chief Operating Officer | 450.0K | 1.75M | 2.35M | — | — | 13.0K | 4.56M | 51.42% | ↗ |
| 8 | 2024 | Alexis Marinof Chief Executive Officer, Europe | 370.7K | 745.6K | 766.3K | — | — | 33.4K | 1.92M | 40.00% | ↗ |
| 9 | 2024 | Bryan Edmiston Chief Financial Officer | 375.0K | 752.5K | 687.5K | — | — | 11.5K | 1.83M | 37.64% | ↗ |
| 10 | 2024 | Marci Frankenthaler Chief Legal Officer | 375.0K | 705.3K | 675.0K | — | — | 15.3K | 1.77M | 38.12% | ↗ |
| 11 | 2023 | Jonathan Steinberg Chief Executive Officer | 550.0K | 2.56M | 3.59M | — | — | 13.6K | 6.71M | 53.43% | ↗ |
| 12 | 2023 | R. Jarrett Lilien President and Chief Operating Officer | 450.0K | 1.92M | 2.19M | — | — | 15.0K | 4.57M | 47.87% | ↗ |
| 13 | 2023 | Alexis Marinof Chief Executive Officer, Europe | 360.6K | 749.8K | 571.5K | — | — | 32.5K | 1.71M | 33.33% | ↗ |
| 14 | 2023 | Bryan Edmiston Chief Financial Officer | 375.0K | 687.5K | 550.0K | — | — | 11.2K | 1.62M | 33.87% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Jonathan Laurence Steinberg | Founder, Chief Executive Officer & Director | 3M | male |
| Robert Jarrett Lilien | President & Chief Operating Officer | 2M | male |
| Alexis Marinof | Chief Executive Officer of Europe | 1M | male |
| Jeremy D. Schwartz | Global Chief Investment Officer | 1M | male |
| Bryan Joseph Edmiston | Chief Financial Officer | 1M | male |
| Marci Jill Frankenthaler | Chief Legal Officer & Secretary | 1M | female |
| Peter Michael Ziemba | Senior Advisor to the Chief Executive Officer & Chief Administrative Officer | 1M | male |
| Will Abbott | Head of RIA & PWM Distribution | — | male |
| Beena Joseph | Global Head of Human Resources | — | female |
| David Yates | Chief Information Officer | — | male |
| Jeremy Edward Campbell | Director of Investor Relations | — | male |
| Jessica Zaloom | Head of Corporate Communications & Public Relations | — | female |
ESG Rating
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Senate Trading Activity
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House Trading Activity
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Market share among peers
Peer comparison — filtered group (TTM)
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Community Opinion for WT
Short-term intention
Target Price Distribution
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