Zevia PBC (ZVIA)
Encino, CA, US
Zevia PBC operates as a drinks company, involved in the creation, marketing, sale, and supply of various sparkling and still soft beverages across both the United States and Canada. Their extensive product line includes traditional sodas, invigorating energy drinks, a selection of organic teas, cocktail mixers, specialized children's drinks, and sparkling waters. The company makes its products readily available to consumers via a comprehensive array of retail avenues. These encompass major grocery distributors, prominent national retailers, wholesale club stores, and natural product specialists, in addition to a robust online sales platform. All items are exclusively offered under the well-recognized Zevia brand name. Established in 2007, Zevia PBC maintains its principal corporate office in Encino, California.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -7.90% | +2.29% | +14.53% | -14.65% | -50.55% | -42.24% | -50.74% | -60.47% | -90.18% | -90.18% | -90.18% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 5 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 2 |
5.00
+183.3%
|
| All Time | 6 |
3.46
+96.0%
|
-
Revenue growth Beverages - Non-Alcoholic: +4.6%+4.0% Q1'26: +21.2% (vs Q1'25)
-
EPS growth Beverages - Non-Alcoholic: +9.3%+55.9% ★ Q1'26: +58.5% (vs Q1'25)
-
FCF margin FCF growth · Beverages - Non-Alcoholic: +17.3%-5.8% Q1'26: +3.0% (vs Q1'25)
-
EBIT margin Beverages - Non-Alcoholic: +13.6%-6.9% Q1'26: -5.1% (vs Q1'25)
-
ROIC Beverages - Non-Alcoholic: +11.1%-101.8% Q1'26: -118.2% (vs Q1'25)
-
Share dilution Beverages - Non-Alcoholic: +0.1%+12.5% Q1'26: -10.8% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Beverages - Non-Alcoholic: -0.18×-0.07× Q1'26: -0.06× (vs Q1'25)
| Metric |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 5 Rev. Ana. 4 EPS Ana. |
Dec 2027 5 Rev. Ana. 3 EPS Ana. |
Dec 2028 2 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|
| Revenue |
138.17M
est: 140.34M (-1.5%)
|
163.18M
est: 158.85M (+2.7%)
|
166.42M
est: 160.11M (+3.9%)
|
155.05M
est: 154.99M (+0.0%)
|
161.26M
est: 163.38M (-1.3%)
|
173.49M
172.41M – 174.57M
+6.2% YoY
|
183.87M
180.94M – 186.81M
+6.0% YoY
|
198.92M
196.70M – 201.42M
+8.2% YoY
|
| EBITDA |
-86.43M
est: -34.98M (-147.1%)
|
-46.52M
est: -39.60M (-17.5%)
|
-27.33M
est: 55.63M (-149.1%)
|
-20.19M
est: 53.85M (-137.5%)
|
-10.24M
est: 56.77M (-118.0%)
|
60.28M
59.90M – 60.65M
+6.2% YoY
|
63.89M
62.87M – 64.91M
+6.0% YoY
|
69.11M
68.34M – 69.98M
+8.2% YoY
|
| EBIT |
-87.43M
est: -36.17M (-141.7%)
|
-47.87M
est: -40.94M (-16.9%)
|
-28.94M
est: 54.97M (-152.6%)
|
-21.52M
est: 53.22M (-140.4%)
|
-11.11M
est: 56.10M (-119.8%)
|
59.57M
59.20M – 59.94M
+6.2% YoY
|
63.13M
62.13M – 64.14M
+6.0% YoY
|
68.30M
67.54M – 69.16M
+8.2% YoY
|
| Net Income |
-47.90M
est: -89.26M (+46.3%)
|
-33.86M
est: -51.36M (+34.1%)
|
-21.49M
est: -32.68M (+34.2%)
|
-20.01M
est: -21.13M (+5.3%)
|
-10.08M
est: -8.91M (-13.1%)
|
-9.96M
-11.55M – -6.16M
-11.8% YoY
|
-3.68M
-4.53M – -2.83M
+63.1% YoY
|
-1.09M
-2.64M – -660.2K
+70.4% YoY
|
| SGA |
150.37M
est: 98.27M (+53.0%)
|
116.54M
est: 111.23M (+4.8%)
|
102.09M
est: 112.75M (-9.5%)
|
92.12M
est: 109.14M (-15.6%)
|
82.41M
est: 115.05M (-28.4%)
|
122.17M
121.41M – 122.93M
+6.2% YoY
|
129.48M
127.42M – 131.55M
+6.0% YoY
|
140.08M
138.52M – 141.84M
+8.2% YoY
|
| EPS |
-2.54
est: -1.52 (-67.0%)
|
-1.10
est: -0.87 (-25.9%)
|
-0.41
est: -0.49 (+17.1%)
|
-0.34
est: -0.32 (-6.3%)
|
-0.15
est: -0.14 (-11.1%)
|
-0.14
-0.18 – -0.09
-3.7% YoY
|
-0.06
-0.07 – -0.04
+57.1% YoY
|
-0.03
-0.04 – -0.01
+58.3% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-11 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-08 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-07 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-06 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-05 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-04 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-01 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-30 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-29 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-28 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-27 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-24 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-23 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-22 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-21 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-20 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-17 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-16 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CDP Investissements Inc. | 22.02M | 64.00% | — | 22.02M | — | 22.02M | CO | Canada | 2021-08-05 | ↗ |
| 2 | du Québec | 22.02M | 64.00% | — | 22.02M | — | 22.02M | OO | Canada | 2021-08-05 | ↗ |
| 3 | Laird Norton Company LLC | 7.56M | 18.00% | — | 7.56M | — | 7.56M | OO | Washington | 2021-09-03 | ↗ |
| 4 | White Pine, Inc. | 7.56M | 18.00% | — | 7.56M | — | 7.56M | CO | Washington | 2021-09-03 | ↗ |
| 5 | Northwood Ventures LLC | 4.54M | 11.70% | 4.54M | — | — | — | OO | Florida | 2021-09-22 | ↗ |
| 6 | Northwood Capital Partners LLC | 802.0K | 2.30% | 802.0K | — | — | — | OO | Florida | 2021-09-22 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 17.05M +— (+0.0%) | 39.56M -6.8M (-14.7%) | 25.33% -0.379 pp | 0.07% -0.017 pp | USD11.51 -79.8% | 18 qtrs — |
| 2 | TOPLINE CAPITAL MANAGEMENT, LLC | 5.12M +5.1M (+100.0%) | 11.88M +11.9M (+100.0%) | 7.61% +7.607 pp | 1.08% +1.075 pp | USD2.32 +0.0% | 1 qtrs NEW |
| 3 | DIVISADERO STREET CAPITAL MANAGEMENT, LP | 3.21M -2.9M (-47.8%) | 7.46M -9.3M (-55.5%) | 4.77% -4.512 pp | 0.35% -0.382 pp | USD2.98 -22.1% | 3 qtrs — |
| 4 | BLACKROCK, INC. | 3.17M +1.1M (+50.0%) | 7.36M +1.6M (+27.9%) | 4.71% +1.524 pp | 0.00% +0.000 pp | USD2.64 -12.1% | 6 qtrs — |
| 5 | VANGUARD GROUP INC | 2.28M +316.1K (+16.1%) | 5.30M -53.3K (-1.0%) | 3.39% +0.426 pp | 0.00% +0.000 pp | USD4.57 -49.2% | 18 qtrs — |
| 6 | JEFFERIES FINANCIAL GROUP INC. | 2.10M +2.1M (+100.0%) | 4.86M +4.9M (+100.0%) | 3.11% +3.114 pp | 0.02% +0.025 pp | USD2.32 +0.0% | 1 qtrs NEW |
| 7 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 1.70M +— (+0.0%) | 3.94M -678.8K (-14.7%) | 2.52% -0.038 pp | 0.03% -0.004 pp | USD5.95 -61.0% | 18 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.02M +232.0K (+29.3%) | 2.37M +221.5K (+10.3%) | 1.52% +0.327 pp | 0.00% +0.000 pp | USD3.67 -36.8% | 18 qtrs — |
| 9 | ARROWMARK COLORADO HOLDINGS LLC | 812.8K -387.2K (-32.3%) | 1.89M -1.4M (-42.2%) | 1.21% -0.602 pp | 0.04% -0.019 pp | USD3.85 -39.7% | 5 qtrs — |
| 10 | EMERALD MUTUAL FUND ADVISERS TRUST | 800.1K -124.0K (-13.4%) | 1.86M -657.3K (-26.2%) | 1.19% -0.205 pp | 0.09% -0.039 pp | USD3.35 -30.7% | 5 qtrs — |
| 11 | TWO SIGMA INVESTMENTS, LP | 681.9K +592.3K (+661.1%) | 1.58M +1.3M (+549.2%) | 1.01% +0.878 pp | 0.00% +0.002 pp | USD2.36 -1.7% | 4 qtrs — |
| 12 | RENAISSANCE TECHNOLOGIES LLC | 608.8K +222.0K (+57.4%) | 1.41M +360.3K (+34.2%) | 0.90% +0.321 pp | 0.00% +0.001 pp | USD2.39 -2.9% | 10 qtrs — |
| 13 | JACOBS LEVY EQUITY MANAGEMENT, INC | 527.5K +418.1K (+382.1%) | 1.22M +926.2K (+311.2%) | 0.78% +0.619 pp | 0.00% +0.004 pp | USD2.30 +0.9% | 5 qtrs — |
| 14 | STATE STREET CORP | 492.7K -25.0K (-4.8%) | 1.14M -265.2K (-18.8%) | 0.73% -0.049 pp | 0.00% +0.000 pp | USD3.70 -37.3% | 18 qtrs — |
| 15 | DIMENSIONAL FUND ADVISORS LP | 435.7K +129.6K (+42.3%) | 1.01M +178.2K (+21.4%) | 0.65% +0.186 pp | 0.00% +0.000 pp | USD2.66 -12.8% | 12 qtrs — |
| 16 | QUBE RESEARCH & TECHNOLOGIES LTD | 431.4K +312.6K (+263.0%) | 1.00M +677.6K (+209.6%) | 0.64% +0.462 pp | 0.00% +0.001 pp | USD2.43 -4.5% | 9 qtrs — |
| 17 | POINT72 ASSET MANAGEMENT, L.P. | 366.2K +366.2K (+100.0%) | 849.7K +849.7K (+100.0%) | 0.54% +0.544 pp | 0.00% +0.001 pp | USD2.32 +0.0% | 1 qtrs NEW |
| 18 | TWO SIGMA ADVISERS, LP | 357.2K +312.5K (+699.1%) | 828.7K +707.1K (+581.6%) | 0.53% +0.463 pp | 0.00% +0.001 pp | USD2.37 -2.1% | 4 qtrs — |
| 19 | GOLDMAN SACHS GROUP INC | 351.5K +116.8K (+49.8%) | 815.5K +177.2K (+27.8%) | 0.52% +0.168 pp | 0.00% +0.000 pp | USD2.81 -17.4% | 12 qtrs — |
| 20 | NORTHERN TRUST CORP | 351.0K +92.0K (+35.5%) | 814.2K +109.9K (+15.6%) | 0.52% +0.131 pp | 0.00% +0.000 pp | USD3.42 -32.2% | 18 qtrs — |
| 21 | JANE STREET GROUP, LLC | 345.5K +345.5K (+100.0%) | 801.6K +801.6K (+100.0%) | 0.51% +0.513 pp | 0.00% +0.000 pp | USD2.32 +0.0% | 14 qtrs — |
| 22 | D. E. SHAW & CO., INC. | 343.9K +240.7K (+233.3%) | 797.8K +517.2K (+184.3%) | 0.51% +0.355 pp | 0.00% +0.000 pp | USD2.44 -4.9% | 2 qtrs — |
| 23 | CITADEL ADVISORS LLC | 295.5K +172.7K (+140.7%) | 685.6K +351.6K (+105.3%) | 0.44% +0.254 pp | 0.00% +0.000 pp | USD2.49 -6.8% | 4 qtrs — |
| 24 | SQUAREPOINT OPS LLC | 211.4K -69.3K (-24.7%) | 490.4K -273.1K (-35.8%) | 0.31% -0.109 pp | 0.00% 0.000 pp | USD2.61 -11.1% | 5 qtrs — |
| 25 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 191.7K +81.1K (+73.3%) | 444.7K +143.9K (+47.8%) | 0.28% +0.118 pp | 0.01% +0.003 pp | USD2.52 -7.9% | 15 qtrs — |
| 26 | EMERALD ADVISERS, LLC | 166.4K +— (+0.0%) | 386.1K -66.6K (-14.7%) | 0.25% -0.004 pp | 0.01% -0.003 pp | USD3.19 -27.3% | 5 qtrs — |
| 27 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 157.6K +58.2K (+58.6%) | 365.6K +95.3K (+35.3%) | 0.23% +0.084 pp | 0.00% +0.000 pp | USD3.03 -23.4% | 18 qtrs — |
| 28 | CENTIVA CAPITAL, LP | 154.1K +65.5K (+73.9%) | 357.5K +116.5K (+48.3%) | 0.23% +0.095 pp | 0.00% +0.001 pp | USD2.55 -9.0% | 2 qtrs — |
| 29 | NUVEEN, LLC | 153.5K +112.4K (+273.2%) | 356.1K +244.3K (+218.4%) | 0.23% +0.166 pp | 0.00% +0.000 pp | USD2.56 -9.4% | 3 qtrs — |
| 30 | CANADA PENSION PLAN INVESTMENT BOARD | 150.7K +150.7K (+100.0%) | 349.6K +349.6K (+100.0%) | 0.22% +0.224 pp | 0.00% +0.000 pp | USD2.32 +0.0% | 1 qtrs NEW |
| 31 | STRS OHIO | 150.5K +— (+0.0%) | 349.2K -60.2K (-14.7%) | 0.22% -0.003 pp | 0.00% 0.000 pp | USD3.05 -23.9% | 3 qtrs — |
| 32 | COLONY GROUP, LLC | 142.9K -143.0K (-50.0%) | 331.6K -446.0K (-57.4%) | 0.21% -0.219 pp | 0.00% -0.001 pp | USD1.90 +22.1% | 6 qtrs — |
| 33 | UBS GROUP AG | 137.4K +112.6K (+453.4%) | 318.8K +251.3K (+372.0%) | 0.20% +0.167 pp | 0.00% +0.000 pp | USD2.48 -6.5% | 18 qtrs — |
| 34 | TD WATERHOUSE CANADA INC. | 131.0K +8.2K (+6.7%) | 302.7K -3.3K (-1.1%) | 0.19% +0.010 pp | 0.00% 0.000 pp | USD2.44 -4.9% | 4 qtrs — |
| 35 | MORGAN STANLEY | 115.7K +77.4K (+202.3%) | 268.4K +164.3K (+157.9%) | 0.17% +0.114 pp | 0.00% +0.000 pp | USD2.58 -10.1% | 18 qtrs — |
| 36 | AQR CAPITAL MANAGEMENT LLC | 112.0K +77.8K (+226.8%) | 259.9K +166.7K (+178.7%) | 0.17% +0.115 pp | 0.00% +0.000 pp | USD2.44 -4.9% | 2 qtrs — |
| 37 | — | 107.5K +107.5K (+100.0%) | 249.4K +249.4K (+100.0%) | 0.16% +0.160 pp | 0.14% +0.139 pp | USD2.32 +0.0% | 1 qtrs NEW |
| 38 | BANK OF NEW YORK MELLON CORP | 99.5K +26.1K (+35.6%) | 230.9K +31.2K (+15.6%) | 0.15% +0.037 pp | 0.00% +0.000 pp | USD2.97 -21.9% | 3 qtrs — |
| 39 | BANK OF AMERICA CORP /DE/ | 92.2K +82.3K (+838.8%) | 213.8K +187.1K (+700.7%) | 0.14% +0.122 pp | 0.00% +0.000 pp | USD2.35 -1.3% | 18 qtrs — |
| 40 | BARCLAYS PLC | 86.8K +33.5K (+62.8%) | 201.3K +56.3K (+38.9%) | 0.13% +0.049 pp | 0.00% +0.000 pp | USD2.87 -19.2% | 3 qtrs — |
| 41 | JPMORGAN CHASE & CO | 77.1K +62.9K (+443.5%) | 178.9K +140.3K (+363.6%) | 0.11% +0.093 pp | 0.00% +0.000 pp | USD2.48 -6.5% | 11 qtrs — |
| 42 | ALLIANCEBERNSTEIN L.P. | 64.5K +18.2K (+39.3%) | 149.6K +23.7K (+18.8%) | 0.10% +0.026 pp | 0.00% +0.000 pp | USD2.77 -16.2% | 3 qtrs — |
| 43 | MILLENNIUM MANAGEMENT LLC | 64.4K +64.4K (+100.0%) | 149.4K +149.4K (+100.0%) | 0.10% +0.096 pp | 0.00% +0.000 pp | USD2.32 +0.0% | 7 qtrs — |
| 44 | WELLS FARGO & COMPANY/MN | 60.8K +38.9K (+178.0%) | 140.9K +81.5K (+137.1%) | 0.09% +0.057 pp | 0.00% +0.000 pp | USD2.62 -11.5% | 18 qtrs — |
| 45 | ALGERT GLOBAL LLC | 60.5K -7.0K (-10.3%) | 140.0K -43.0K (-23.5%) | 0.09% -0.012 pp | 0.00% -0.001 pp | USD3.00 -22.7% | 3 qtrs — |
| 46 | RUSSELL INVESTMENTS GROUP, LTD. | 52.4K -2.2K (-4.0%) | 121.5K -26.9K (-18.1%) | 0.08% -0.004 pp | 0.00% +0.000 pp | USD3.71 -37.5% | 5 qtrs — |
| 47 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 50.4K +4.0 (+0.0%) | 116.8K -20.1K (-14.7%) | 0.07% -0.001 pp | 0.00% +0.000 pp | USD3.85 -39.7% | 12 qtrs — |
| 48 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47.9K -32.5K (-40.4%) | 111.1K -107.6K (-49.2%) | 0.07% -0.050 pp | 0.00% +0.000 pp | USD3.57 -35.0% | 5 qtrs — |
| 49 | R SQUARED LTD | 44.0K +30.6K (+228.8%) | 102.1K +65.7K (+180.5%) | 0.07% +0.045 pp | 0.05% +0.032 pp | USD2.44 -4.9% | 2 qtrs — |
| 50 | BNP PARIBAS ARBITRAGE, SNC | 43.2K +36.4K (+533.2%) | 100.3K +81.7K (+440.1%) | 0.06% +0.054 pp | 0.00% +0.000 pp | USD2.42 -4.1% | 5 qtrs — |
| 51 | RHUMBLINE ADVISERS | 40.7K -4.4K (-9.7%) | 94.4K -28.2K (-23.0%) | 0.06% -0.008 pp | 0.00% +0.000 pp | USD3.22 -28.0% | 3 qtrs — |
| 52 | GSA CAPITAL PARTNERS LLP | 37.2K +37.2K (+100.0%) | 86.0K +86.0K (+100.0%) | 0.06% +0.055 pp | 0.01% +0.007 pp | USD2.32 +0.0% | 4 qtrs — |
| 53 | NWAM LLC | 36.6K +— (+0.0%) | 84.8K -14.5K (-14.6%) | 0.05% -0.001 pp | 0.00% -0.001 pp | USD1.13 +105.3% | 16 qtrs — |
| 54 | NEW YORK STATE COMMON RETIREMENT FUND | 28.5K +— (+0.0%) | 66.1K -11.4K (-14.7%) | 0.04% -0.001 pp | 0.00% +0.000 pp | USD3.22 -28.0% | 3 qtrs — |
| 55 | VIRTU FINANCIAL LLC | 28.4K +28.4K (+100.0%) | 66.0K +66.0K (+100.0%) | 0.04% +0.042 pp | 0.00% +0.003 pp | USD2.32 +0.0% | 1 qtrs NEW |
| 56 | DEUTSCHE BANK AG\ | 28.4K +— (+0.0%) | 65.8K -11.3K (-14.7%) | 0.04% -0.001 pp | 0.00% +0.000 pp | USD3.22 -28.0% | 3 qtrs — |
| 57 | STATE OF WYOMING | 28.3K +5.3K (+23.3%) | 65.6K +3.2K (+5.1%) | 0.04% +0.007 pp | 0.01% +0.000 pp | USD3.05 -23.9% | 3 qtrs — |
| 58 | VERITION FUND MANAGEMENT LLC | 28.0K +15.0K (+115.8%) | 64.9K +29.7K (+84.1%) | 0.04% +0.022 pp | 0.00% +0.000 pp | USD2.74 -15.3% | 3 qtrs — |
| 59 | GRAHAM CAPITAL MANAGEMENT, L.P. | 26.2K -5.0K (-16.1%) | 60.8K -24.2K (-28.5%) | 0.04% -0.008 pp | 0.00% +0.000 pp | USD2.72 -14.7% | 2 qtrs — |
| 60 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 25.7K +11.3K (+77.8%) | 59.7K +20.4K (+51.7%) | 0.04% +0.016 pp | 0.00% +0.000 pp | USD2.83 -18.0% | 3 qtrs — |
| 61 | INVESCO LTD. | 25.3K +2.3K (+10.0%) | 58.7K -3.9K (-6.2%) | 0.04% +0.003 pp | 0.00% +0.000 pp | USD3.14 -26.1% | 3 qtrs — |
| 62 | BANK OF MONTREAL /CAN/ | 24.6K -10.8K (-30.5%) | 57.0K -39.2K (-40.7%) | 0.04% -0.017 pp | 0.00% +0.000 pp | USD3.22 -28.0% | 3 qtrs — |
| 63 | AMERICAN CENTURY COMPANIES INC | 23.6K -16.7K (-41.4%) | 54.8K -54.8K (-50.0%) | 0.04% -0.026 pp | 0.00% +0.000 pp | USD2.32 +0.0% | 4 qtrs — |
| 64 | FIRST MANHATTAN CO. LLC. | 22.0K +— (+0.0%) | 51.0K -8.8K (-14.7%) | 0.03% -0.001 pp | 0.00% +0.000 pp | USD2.16 +7.4% | 4 qtrs — |
| 65 | MARINER, LLC | 20.5K +3.6K (+21.2%) | 47.6K +1.6K (+3.4%) | 0.03% +0.005 pp | 0.00% +0.000 pp | USD2.28 +1.8% | 4 qtrs — |
| 66 | PRICE T ROWE ASSOCIATES INC /MD/ | 19.6K +3.6K (+22.6%) | 46.0K +2.0K (+4.5%) | 0.03% +0.005 pp | 0.00% +0.000 pp | USD3.05 -23.9% | 3 qtrs — |
| 67 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 16.5K +16.5K (+100.0%) | 38.2K +38.2K (+100.0%) | 0.02% +0.025 pp | 0.00% +0.000 pp | USD2.32 +0.0% | 1 qtrs NEW |
| 68 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 16.2K +— (+0.0%) | 37.6K -6.5K (-14.7%) | 0.02% 0.000 pp | 0.00% 0.000 pp | USD2.72 -14.7% | 2 qtrs — |
| 69 | PRUDENTIAL FINANCIAL INC | 14.5K +14.5K (+100.0%) | 33.6K +33.6K (+100.0%) | 0.02% +0.022 pp | 0.00% +0.000 pp | USD2.32 +0.0% | 1 qtrs NEW |
| 70 | INTECH INVESTMENT MANAGEMENT LLC | 14.4K +— (+0.0%) | 33.3K -5.7K (-14.7%) | 0.02% 0.000 pp | 0.00% 0.000 pp | USD3.22 -28.0% | 3 qtrs — |
| 71 | SG AMERICAS SECURITIES, LLC | 13.2K +13.2K (+100.0%) | 31.0K +31.0K (+100.0%) | 0.02% +0.020 pp | 0.00% +0.000 pp | USD2.32 +0.0% | 1 qtrs NEW |
| 72 | DKM WEALTH MANAGEMENT, INC. | 13.0K +— (+0.0%) | 30.2K -5.2K (-14.7%) | 0.02% 0.000 pp | 0.02% -0.006 pp | USD3.22 -28.0% | 3 qtrs — |
| 73 | RAYMOND JAMES FINANCIAL INC | 12.0K -2.0K (-14.2%) | 27.8K -10.2K (-26.8%) | 0.02% -0.003 pp | 0.00% +0.000 pp | USD2.31 +0.4% | 4 qtrs — |
| 74 | ENGINEERS GATE MANAGER LP | 12.0K +12.0K (+100.0%) | 27.8K +27.8K (+100.0%) | 0.02% +0.018 pp | 0.00% +0.000 pp | USD2.32 +0.0% | 3 qtrs — |
| 75 | C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS | 11.7K +11.7K (+100.0%) | 27.2K +27.2K (+100.0%) | 0.02% +0.017 pp | 0.00% +0.002 pp | USD2.32 +0.0% | 1 qtrs NEW |
| 76 | XTX TOPCO LTD | 11.7K -16.0K (-57.7%) | 27.2K -48.2K (-64.0%) | 0.02% -0.024 pp | 0.00% -0.003 pp | USD2.72 -14.7% | 9 qtrs — |
| 77 | QUADRATURE CAPITAL LTD | 11.2K +11.2K (+100.0%) | 26.0K +26.0K (+100.0%) | 0.02% +0.017 pp | 0.00% +0.000 pp | USD2.32 +0.0% | 1 qtrs NEW |
| 78 | PROSHARE ADVISORS LLC | 10.2K +10.2K (+100.0%) | 23.5K +23.5K (+100.0%) | 0.02% +0.015 pp | 0.00% +0.000 pp | USD2.32 +0.0% | 1 qtrs NEW |
| 79 | MODERA WEALTH MANAGEMENT, LLC | 10.0K +— (+0.0%) | 23.3K -4.0K (-14.7%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD2.16 +7.4% | 4 qtrs — |
| 80 | FIELD & MAIN BANK | 10.0K +10.0K (+100.0%) | 23.2K +23.2K (+100.0%) | 0.01% +0.015 pp | 0.01% +0.007 pp | USD2.32 +0.0% | 1 qtrs NEW |
| 81 | CATALINA CAPITAL GROUP, LLC | 10.0K +— (+0.0%) | 23.2K -4.0K (-14.7%) | 0.01% 0.000 pp | 0.01% -0.003 pp | USD1.08 +114.8% | 6 qtrs — |
| 82 | ACADIAN ASSET MANAGEMENT LLC | 10.4K -177.4K (-94.5%) | 23.0K -486.0K (-95.5%) | 0.02% -0.268 pp | 0.00% -0.001 pp | USD2.41 -3.7% | 5 qtrs — |
| 83 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 7.9K +— (+0.0%) | 18.3K -3.2K (-14.7%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD3.22 -28.0% | 3 qtrs — |
| 84 | FEDERATED HERMES, INC. | 7.4K +6.1K (+449.6%) | 17.2K +13.6K (+368.8%) | 0.01% +0.009 pp | 0.00% +0.000 pp | USD2.39 -2.9% | 2 qtrs — |
| 85 | FMR LLC | 6.2K +3.3K (+113.1%) | 14.3K +6.4K (+81.7%) | 0.01% +0.005 pp | 0.00% +0.000 pp | USD2.04 +13.7% | 16 qtrs — |
| 86 | LEGAL & GENERAL GROUP PLC | 6.1K +2.6K (+73.1%) | 14.1K +4.6K (+47.7%) | 0.01% +0.004 pp | 0.00% +0.000 pp | USD2.84 -18.3% | 3 qtrs — |
| 87 | CIBC PRIVATE WEALTH GROUP, LLC | 5.6K +5.6K (+100.0%) | 12.9K +12.9K (+100.0%) | 0.01% +0.008 pp | 0.00% +0.000 pp | USD2.32 +0.0% | 1 qtrs NEW |
| 88 | TOWER RESEARCH CAPITAL LLC (TRC) | 4.5K -53.0 (-1.2%) | 10.5K -2.0K (-15.7%) | 0.01% 0.000 pp | 0.00% 0.000 pp | USD2.46 -5.7% | 18 qtrs — |
| 89 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 3.4K +1.4K (+73.4%) | 7.9K +2.6K (+47.9%) | 0.01% +0.002 pp | 0.00% +0.000 pp | USD2.84 -18.3% | 3 qtrs — |
| 90 | AMERITAS INVESTMENT PARTNERS, INC. | 3.2K +— (+0.0%) | 7.5K -1.3K (-14.7%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD3.22 -28.0% | 3 qtrs — |
| 91 | ROYAL BANK OF CANADA | 2.7K +1.8K (+198.4%) | 6.0K +4.0K (+200.0%) | 0.00% +0.003 pp | 0.00% +0.000 pp | USD2.62 -11.5% | 5 qtrs — |
| 92 | AMALGAMATED BANK | 1.7K +667.0 (+61.9%) | 4.0K +1.0K (+33.3%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD2.88 -19.4% | 3 qtrs — |
| 93 | CITIGROUP INC | 1.3K -184.0 (-12.8%) | 2.9K -1.0K (-25.6%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD3.22 -28.0% | 18 qtrs — |
| 94 | GROUP ONE TRADING, L.P. | 1.1K +1.1K (+100.0%) | 2.6K +2.6K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD2.32 +0.0% | 5 qtrs — |
| 95 | LRI INVESTMENTS, LLC | 1.0K +1.0K (+100.0%) | 2.3K +2.3K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD2.32 +0.0% | 1 qtrs NEW |
| 96 | FORTITUDE FAMILY OFFICE, LLC | 967.00 +967.0 (+100.0%) | 2.2K +2.2K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.001 pp | USD2.32 +0.0% | 1 qtrs NEW |
| 97 | VERMILLION & WHITE WEALTH MANAGEMENT GROUP, LLC | 673.00 +— (+0.0%) | 1.6K -270.0 (-14.7%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD3.22 -28.0% | 3 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Micro-Cap ETF IWC | 0.03% | 400.7K | 0.60% |
| 2 | Vanguard Russell 2000 Growth ETF VTWG | 0.00% | 80.5K | 0.06% |
| 3 | Vanguard Russell 2000 ETF VTWO | 0.00% | 436.1K | 0.06% |
| 4 | Vanguard Extended Market ETF VXF | 0.00% | 570.1K | 0.05% |
| 5 | Vanguard Russell 3000 ETF VTHR | 0.00% | 6.3K | 0.06% |
| 6 | Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO | 0.00% | 930.90 | 0.17% |
| 7 | Vanguard U.S. Total Market Shares Index ETF VTS.AX | 0.00% | 4.6K | 0.03% |
| 8 | Vanguard U.S. Total Market Index ETF VUN.TO | 0.00% | 12.6K | 0.17% |
| 9 | Vanguard Total Stock Market ETF VTI | 0.00% | 2.15M | 0.03% |
| 10 | Vanguard All-Equity ETF Portfolio VEQT.TO | 0.00% | 4.7K | 0.22% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-30 | Taylor Amy | Director / Officer | S-Sale | D | Class A Common Stock | 10,776 | 1.16 | 12.5K | 2,390,117 | D | ↗ |
| 2026-03-27 | Taylor Amy | Director / Officer | S-Sale | D | Class A Common Stock | 66,501 | 1.14 | 75.6K | 2,400,893 | D | ↗ |
| 2026-03-26 | Taylor Amy | Director / Officer | A-Award | A | Class A Common Stock | 1,021,277 | 0.00 | — | 2,534,125 | D | ↗ |
| 2026-03-26 | Satya Girish | Officer | A-Award | A | Class A Common Stock | 453,901 | 0.00 | — | 781,810 | D | ↗ |
| 2026-03-25 | Satya Girish | Officer | S-Sale | D | Class A Common Stock | 41,662 | 1.18 | 49.1K | 327,909 | D | ↗ |
| 2026-03-03 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 40,000 | 1.44 | 57.5K | 1,555,417 | D | ↗ |
| 2026-03-03 | Ginestro Suzanne Saltzman | Director | A-Award | A | Class A Common Stock | 29,505 | 0.00 | — | 29,505 | D | ↗ |
| 2026-01-27 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 10% Owner | S-Sale | D | Class A Common Stock | 3,500,000 | 2.00 | 7.00M | 13,550,428 | D | ↗ |
| 2026-01-07 | Ginestro Suzanne Saltzman | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-11-10 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 200,000 | 2.64 | 528.8K | 1,595,417 | D | ↗ |
| 2025-09-30 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 10% Owner | S-Sale | D | Class A Common Stock | 2,971,664 | 2.73 | 8.11M | 17,050,428 | D | ↗ |
| 2025-06-30 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 10% Owner | S-Sale | D | Class A Common Stock | 2,000,000 | 3.01 | 6.02M | 20,022,092 | D | ↗ |
| 2025-06-12 | Spence Padraic L. | Director | A-Award | A | Class A Common Stock | 34,722 | 0.00 | — | 1,795,417 | D | ↗ |
| 2025-06-12 | Ruehl Julie Garcia | Director | A-Award | A | Class A Common Stock | 34,722 | 0.00 | — | 261,968 | D | ↗ |
| 2025-06-12 | Ruberti Alexandre | Director | A-Award | A | Class A Common Stock | 34,722 | 0.00 | — | 128,813 | D | ↗ |
| 2025-06-12 | Ruben Andrew | Director | A-Award | A | Class A Common Stock | 34,722 | 0.00 | — | 226,968 | D | ↗ |
| 2025-06-12 | Lee David J. | Director | A-Award | A | Class A Common Stock | 34,722 | 0.00 | — | 207,498 | D | ↗ |
| 2025-05-12 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 75,000 | 2.71 | 203.3K | 1,760,695 | D | ↗ |
| 2025-03-18 | Taylor Amy | Director / Officer | S-Sale | D | Class A Common Stock | 29,079 | 2.09 | 60.7K | 1,512,848 | D | ↗ |
| 2025-03-18 | Simms Lorna R. | Officer | S-Sale | D | Class A Common Stock | 4,957 | 2.10 | 10.4K | 214,106 | D | ↗ |
| 2025-03-17 | Simms Lorna R. | Officer | S-Sale | D | Class A Common Stock | 9,951 | 2.24 | 22.3K | 219,063 | D | ↗ |
| 2025-03-17 | Satya Girish | Officer | S-Sale | D | Class A Common Stock | 17,111 | 2.23 | 38.1K | 369,571 | D | ↗ |
| 2025-03-14 | Taylor Amy | Director / Officer | A-Award | A | Class A Common Stock | 592,105 | 0.00 | — | 1,594,878 | D | ↗ |
| 2025-03-14 | Satya Girish | Officer | A-Award | A | Class A Common Stock | 197,368 | 0.00 | — | 386,682 | D | ↗ |
| 2025-01-21 | Taylor Amy | Director / Officer | S-Sale | D | Class A Common Stock | 11,479 | 4.74 | 54.4K | 1,002,773 | D | ↗ |
| 2025-01-21 | Simms Lorna R. | Officer | S-Sale | D | Class A Common Stock | 3,979 | 4.68 | 18.6K | 229,014 | D | ↗ |
| 2024-12-05 | Ripley Rosemary L | Director | S-Sale | D | Class A Common Stock | 2,567,006 | 1.90 | 4.88M | 2,719,258 | I | ↗ |
| 2024-10-03 | White Pine LLC | 10% Owner | S-Sale | D | Class A Common Stock | 92,852 | 1.08 | 100.3K | 1,425,598 | D | ↗ |
| 2024-10-02 | White Pine LLC | 10% Owner | S-Sale | D | Class A Common Stock | 5,017 | 1.05 | 5.3K | 1,518,450 | D | ↗ |
| 2024-10-01 | White Pine LLC | 10% Owner | S-Sale | D | Class A Common Stock | 6,574 | 1.05 | 6.9K | 1,523,467 | D | ↗ |
| 2024-09-30 | White Pine LLC | 10% Owner | S-Sale | D | Class A Common Stock | 36,249 | 1.07 | 38.8K | 1,530,041 | D | ↗ |
| 2024-09-27 | White Pine LLC | 10% Owner | S-Sale | D | Class A Common Stock | 11,338 | 1.18 | 13.4K | 1,566,290 | D | ↗ |
| 2024-09-26 | White Pine LLC | 10% Owner | S-Sale | D | Class A Common Stock | 26,510 | 1.18 | 31.3K | 1,577,628 | D | ↗ |
| 2024-09-06 | Ruehl Julie Garcia | Director | P-Purchase | A | Class A Common Stock | 14,250 | 1.04 | 14.8K | 227,246 | — | ↗ |
| 2024-09-05 | Ruehl Julie Garcia | Director | P-Purchase | A | Class A Common Stock | 750 | 1.03 | 772.80 | 212,996 | — | ↗ |
| 2024-09-03 | Ruberti Alexandre | Director | P-Purchase | A | Class A Common Stock | 10,000 | 0.98 | 9.8K | 94,091 | — | ↗ |
| 2024-08-26 | Lee David J. | Director | P-Purchase | A | Class A Common Stock | 13,705 | 1.09 | 15.0K | 172,776 | — | ↗ |
| 2024-08-20 | Ruberti Alexandre | Director | A-Award | A | Class A Common Stock | 84,091 | 0.00 | — | 84,091 | — | ↗ |
| 2024-08-20 | Ruben Andrew | Director | P-Purchase | A | Class A Common Stock | 9,560 | 1.05 | 10.0K | 9,560 | — | ↗ |
| 2024-08-06 | Ruberti Alexandre | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-06-12 | Spence Padraic L. | Director | A-Award | A | Class A Common Stock | 118,455 | 0.00 | — | 1,835,695 | — | ↗ |
| 2024-06-12 | Ruehl Julie Garcia | Director | A-Award | A | Class A Common Stock | 118,455 | 0.00 | — | 212,246 | — | ↗ |
| 2024-06-12 | Ruben Andrew | Director | A-Award | A | Class A Common Stock | 118,455 | 0.00 | — | 192,246 | — | ↗ |
| 2024-06-12 | Ripley Rosemary L | Director | A-Award | A | Class A Common Stock | 118,455 | 0.00 | — | 152,961 | — | ↗ |
| 2024-06-12 | Lee David J. | Director | A-Award | A | Class A Common Stock | 118,455 | 0.00 | — | 159,071 | — | ↗ |
| 2024-06-12 | Hayes Jacqueline | Director | A-Award | A | Class A Common Stock | 118,455 | 0.00 | — | 192,246 | — | ↗ |
| 2024-05-10 | Taylor Amy | Director / Officer | P-Purchase | A | Class A Common Stock | 55,000 | 0.89 | 49.0K | 1,014,252 | — | ↗ |
| 2024-03-27 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 36,300 | 1.02 | 37.2K | 1,717,240 | — | ↗ |
| 2024-03-26 | Taylor Amy | Director / Officer | S-Sale | D | Class A Common Stock | 30,703 | 1.02 | 31.2K | 959,252 | — | ↗ |
| 2024-03-25 | Simms Lorna R. | Officer | S-Sale | A | Class A Common Stock | 5,120 | 1.04 | 5.3K | 232,993 | — | ↗ |
| 2024-03-25 | Mikhail Hany | Officer | S-Sale | D | Class A Common Stock | 3,723 | 1.04 | 3.9K | 47,449 | — | ↗ |
| 2024-03-25 | DeBow Greig P. Jr. | Officer | S-Sale | D | Class A Common Stock | 7,012 | 1.05 | 7.4K | 320,600 | — | ↗ |
| 2024-03-13 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 26,199 | 1.32 | 34.6K | 1,753,540 | — | ↗ |
| 2024-03-11 | Taylor Amy | Director / Officer | A-Award | A | Class A Common Stock | 600,000 | 0.00 | — | 989,955 | — | ↗ |
| 2024-03-11 | Simms Lorna R. | Officer | A-Award | A | Class A Common Stock | 133,333 | 0.00 | — | 238,113 | — | ↗ |
| 2024-03-11 | Satya Girish | Officer | A-Award | A | Stock Option (Right to Buy) | 338,773 | 1.36 | 460.7K | 338,773 | — | ↗ |
| 2024-03-11 | DeBow Greig P. Jr. | Officer | A-Award | A | Class A Common Stock | 200,000 | 0.00 | — | 327,612 | — | ↗ |
| 2024-02-21 | Satya Girish | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-01-24 | Taylor Amy | Director / Officer | S-Sale | D | Class A Common Stock | 11,848 | 1.73 | 20.5K | 390,044 | — | ↗ |
| 2024-01-24 | Simms Lorna R. | Officer | S-Sale | D | Class A Common Stock | 4,069 | 1.76 | 7.1K | 104,797 | — | ↗ |
| 2024-01-24 | Mikhail Hany | Officer | S-Sale | D | Class A Common Stock | 2,846 | 1.76 | 5.0K | 51,182 | — | ↗ |
| 2024-01-18 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 27,170 | 1.58 | 42.9K | 1,779,739 | — | ↗ |
| 2023-12-19 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 32,342 | 1.92 | 62.1K | 1,806,909 | — | ↗ |
| 2023-12-01 | Ripley Rosemary L | Director | D-Return | D | Class B Common Stock | 3,591,906 | 0.00 | — | 0 | — | ↗ |
| 2023-11-22 | DeBow Greig P. Jr. | Officer | P-Purchase | A | Class A Common Stock | 23,455 | 2.14 | 50.2K | 44,951 | D | ↗ |
| 2023-11-20 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 32,345 | 2.17 | 70.1K | 1,839,251 | — | ↗ |
| 2023-11-09 | Taylor Amy | Director / Officer | P-Purchase | A | Class A Common Stock | 11,700 | 2.11 | 24.7K | 401,892 | — | ↗ |
| 2023-10-18 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 32,546 | 1.88 | 61.0K | 1,871,596 | — | ↗ |
| 2023-10-09 | Neubauer Florence | Officer | S-Sale | D | Class A Common Stock | 1,028 | 2.03 | 2.1K | 34,222 | — | ↗ |
| 2023-09-18 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 32,295 | 2.56 | 82.8K | 1,904,142 | — | ↗ |
| 2023-08-24 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 33,261 | 2.48 | 82.5K | 1,936,437 | — | ↗ |
| 2023-08-16 | DeBow Greig P. Jr. | Officer | S-Sale | D | Class A Common Stock | 4,526 | 2.54 | 11.5K | 127,642 | — | ↗ |
| 2023-08-14 | Neubauer Florence | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 35,250 | — | ↗ |
| 2023-07-18 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 32,104 | 4.13 | 132.6K | 1,969,698 | — | ↗ |
| 2023-06-23 | White Pine LLC | 10% Owner | S-Sale | D | Class A Common Stock | 508,965 | 4.43 | 2.25M | 1,604,138 | — | ↗ |
| 2023-06-22 | White Pine LLC | 10% Owner | S-Sale | D | Class A Common Stock | 1,066 | 4.70 | 5.0K | 2,113,103 | — | ↗ |
| 2023-06-21 | White Pine LLC | 10% Owner | S-Sale | D | Class A Common Stock | 21,906 | 4.71 | 103.2K | 2,114,169 | — | ↗ |
| 2023-06-21 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 31,749 | 4.69 | 148.8K | 2,001,802 | — | ↗ |
| 2023-06-20 | White Pine LLC | 10% Owner | S-Sale | D | Class A Common Stock | 25,343 | 4.71 | 119.4K | 2,136,075 | — | ↗ |
| 2023-06-16 | White Pine LLC | 10% Owner | S-Sale | D | Class A Common Stock | 36,691 | 4.71 | 172.8K | 2,161,418 | — | ↗ |
| 2023-06-15 | Troupe Quincy B | Officer | S-Sale | D | Class A Common Stock | 10,890 | 4.68 | 50.9K | 208,502 | — | ↗ |
| 2023-06-15 | Spence Padraic L. | Director | A-Award | A | Class A Common Stock | 18,359 | 0.00 | — | 2,033,551 | — | ↗ |
| 2023-06-15 | Ruehl Julie Garcia | Director | A-Award | A | Class A Common Stock | 18,359 | 0.00 | — | 93,791 | — | ↗ |
| 2023-06-15 | Ruben Andrew | Director | A-Award | A | Class A Common Stock | 18,359 | 0.00 | — | 73,791 | — | ↗ |
| 2023-06-15 | Ripley Rosemary L | Director | A-Award | A | Class A Common Stock | 18,359 | 0.00 | — | 34,506 | — | ↗ |
| 2023-06-15 | Lee David J. | Director | A-Award | A | Class A Common Stock | 18,359 | 0.00 | — | 40,616 | — | ↗ |
| 2023-06-15 | Hayes Jacqueline | Director | A-Award | A | Class A Common Stock | 18,359 | 0.00 | — | 73,791 | — | ↗ |
| 2023-06-14 | White Pine LLC | 10% Owner | S-Sale | D | Class A Common Stock | 15,737 | 4.72 | 74.3K | 2,198,109 | — | ↗ |
| 2023-05-30 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 13,895 | 3.62 | 50.3K | 2,015,192 | — | ↗ |
| 2023-05-26 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 9,355 | 3.79 | 35.4K | 2,029,087 | — | ↗ |
| 2023-05-25 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 11,109 | 3.93 | 43.7K | 2,038,442 | — | ↗ |
| 2023-05-18 | BECKLES DENISE DAWN | Officer | S-Sale | D | Class A Common Stock | 15,765 | 3.71 | 58.5K | 271,528 | — | ↗ |
| 2023-04-20 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 14,751 | 3.36 | 49.6K | 2,049,551 | — | ↗ |
| 2023-04-19 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 18,952 | 3.44 | 65.2K | 2,064,302 | — | ↗ |
| 2023-03-29 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 31,471 | 3.54 | 111.5K | 2,083,254 | — | ↗ |
| 2023-03-28 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 19,111 | 3.57 | 68.3K | 2,114,725 | — | ↗ |
| 2023-03-23 | Taylor Amy | Director / Officer | S-Sale | D | Class A Common Stock | 6,893 | 3.16 | 21.8K | 390,192 | — | ↗ |
| 2023-03-23 | Simms Lorna R. | Officer | S-Sale | D | Class A Common Stock | 1,370 | 3.05 | 4.2K | 108,866 | — | ↗ |
| 2023-03-23 | Mikhail Hany | Officer | S-Sale | D | Class A Common Stock | 857 | 3.10 | 2.7K | 54,028 | — | ↗ |
| 2023-03-17 | Troupe Quincy B | Officer | A-Award | A | Stock Option (Right to Buy) | 121,951 | 3.00 | 365.9K | 121,951 | — | ↗ |
| 2023-02-24 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 34,224 | 3.94 | 134.7K | 2,133,836 | — | ↗ |
| 2023-02-23 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 49,139 | 4.28 | 210.5K | 2,168,060 | — | ↗ |
| 2023-02-22 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 21,767 | 4.38 | 95.2K | 2,217,199 | — | ↗ |
| 2023-02-21 | White Pine LLC | 10% Owner | S-Sale | D | Class A Common Stock | 250,000 | 4.40 | 1.10M | 2,213,846 | — | ↗ |
| 2023-02-21 | Troupe Quincy B | Officer | S-Sale | D | Class A Common Stock | 2,028 | 4.58 | 9.3K | 146,221 | — | ↗ |
| 2023-02-21 | Simms Lorna R. | Officer | S-Sale | D | Class A Common Stock | 3,956 | 4.52 | 17.9K | 66,334 | — | ↗ |
| 2023-02-21 | Mikhail Hany | Officer | S-Sale | D | Class A Common Stock | 2,750 | 4.52 | 12.4K | 30,495 | — | ↗ |
| 2023-02-07 | White Pine LLC | 10% Owner | S-Sale | D | Class A Common Stock | 58,368 | 4.68 | 273.2K | 2,463,846 | — | ↗ |
| 2023-02-06 | White Pine LLC | 10% Owner | S-Sale | D | Class A Common Stock | 52,484 | 5.00 | 262.4K | 2,522,214 | — | ↗ |
| 2023-02-03 | White Pine LLC | 10% Owner | S-Sale | D | Class A Common Stock | 25,302 | 4.93 | 124.7K | 2,574,698 | — | ↗ |
| 2023-01-19 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 15,712 | 4.26 | 67.0K | 2,238,966 | — | ↗ |
| 2023-01-18 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 9,818 | 4.49 | 44.1K | 2,254,678 | — | ↗ |
| 2022-12-21 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 12,964 | 3.69 | 47.8K | 2,264,496 | — | ↗ |
| 2022-12-20 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 19,989 | 3.74 | 74.7K | 2,277,460 | — | ↗ |
| 2022-12-02 | White Pine, Inc./WA | Director | C-Conversion | A | Class A Common Stock | 2,100,000 | 0.00 | — | 2,600,000 | — | ↗ |
| 2022-10-18 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 33,130 | 3.53 | 117.1K | 2,331,342 | — | ↗ |
| 2022-10-17 | Ripley Rosemary L | Director | A-Award | A | Class A Common Stock | 16,147 | 0.00 | — | 16,147 | — | ↗ |
| 2022-09-02 | White Pine, Inc./WA | Director | C-Conversion | A | Class A Common Stock | 500,000 | 0.00 | — | 500,000 | — | ↗ |
| 2022-08-31 | Taylor Amy | Officer | P-Purchase | A | Class A Common Stock | 5,500 | 4.52 | 24.9K | 5,500 | — | ↗ |
| 2022-08-18 | Spence Padraic L. | Director | S-Sale | D | Class A Common Stock | 33,131 | 4.85 | 160.8K | 2,397,868 | — | ↗ |
| 2022-08-10 | Lee David J. | Director | A-Award | A | Class A Common Stock | 22,257 | 0.00 | — | 22,257 | — | ↗ |
| 2022-08-10 | DeBow Greig P. Jr. | Officer | A-Award | A | Stock Option (Right to Buy) | 98,804 | 0.00 | — | 98,804 | — | ↗ |
| 2022-08-01 | Taylor Amy | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 231,872 | 0.00 | — | 231,872 | — | ↗ |
| 2022-08-01 | DeBow Greig P. Jr. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-07-27 | Spence Padraic L. | Officer | S-Sale | D | Class A Common Stock | 32,444 | 3.09 | 100.2K | 2,430,999 | — | ↗ |
| 2022-07-21 | Lee David J. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-06-30 | Spence Padraic L. | Officer | S-Sale | D | Class A Common Stock | 29,180 | 2.89 | 84.5K | 2,463,443 | — | ↗ |
| 2022-06-14 | Troupe Quincy B | Officer | A-Award | A | Stock Option (Right to Buy) | 203,125 | 2.65 | 538.3K | 203,125 | — | ↗ |
| 2022-06-09 | Ruehl Julie Garcia | Director | A-Award | A | Class A Common Stock | 29,825 | 0.00 | — | 75,432 | — | ↗ |
| 2022-06-09 | Ruben Andrew | Director | A-Award | A | Class A Common Stock | 29,825 | 0.00 | — | 55,432 | — | ↗ |
| 2022-06-09 | Hayes Jacqueline | Director | A-Award | A | Class A Common Stock | 29,825 | 0.00 | — | 55,432 | — | ↗ |
| 2022-05-19 | Spence Padraic L. | Officer | S-Sale | D | Class A Common Stock | 33,913 | 2.04 | 69.1K | 2,492,623 | — | ↗ |
| 2022-05-18 | Margolis Harry | Officer | S-Sale | D | Class A Common Stock | 6,000 | 2.22 | 13.3K | 754,212 | — | ↗ |
| 2022-05-18 | Gay Robert | Officer | S-Sale | D | Class A Common Stock | 9,200 | 2.22 | 20.4K | 885,790 | — | ↗ |
| 2022-05-17 | BECKLES DENISE DAWN | Officer | A-Award | A | Stock Option (Right to Buy) | 317,575 | 0.00 | — | 317,575 | — | ↗ |
| 2022-05-03 | BECKLES DENISE DAWN | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-04-25 | Spence Padraic L. | Officer | S-Sale | D | Class A Common Stock | 33,000 | 3.38 | 111.5K | 2,526,536 | — | ↗ |
| 2022-04-22 | Margolis Harry | Officer | S-Sale | D | Class A Common Stock | 6,457 | 3.36 | 21.7K | 760,212 | — | ↗ |
| 2022-04-22 | Gay Robert | Officer | S-Sale | D | Class A Common Stock | 6,627 | 3.36 | 22.3K | 894,990 | — | ↗ |
| 2022-04-12 | Spence Padraic L. | Officer | S-Sale | D | Class A Common Stock | 34,045 | 4.04 | 137.6K | 2,559,536 | — | ↗ |
| 2022-04-07 | Margolis Harry | Officer | S-Sale | D | Class A Common Stock | 5,874 | 4.41 | 25.9K | 766,669 | — | ↗ |
| 2022-04-07 | Gay Robert | Officer | S-Sale | D | Class A Common Stock | 6,029 | 4.42 | 26.7K | 901,617 | — | ↗ |
| 2022-03-17 | Troupe Quincy B | Director | A-Award | A | Class A Common Stock | 5,607 | 0.00 | — | 25,607 | — | ↗ |
| 2022-03-17 | Taylor Amy | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 127,549 | 0.00 | — | 127,549 | — | ↗ |
| 2022-03-17 | Spence Padraic L. | Officer | A-Award | A | Class A Common Stock | 148,417 | 0.00 | — | 2,593,581 | — | ↗ |
| 2022-03-17 | Simms Lorna R. | Officer | A-Award | A | Stock Option (Right to Buy) | 29,826 | 0.00 | — | 29,826 | — | ↗ |
| 2022-03-17 | Ruehl Julie Garcia | Director | A-Award | A | Class A Common Stock | 5,607 | 0.00 | — | 45,607 | — | ↗ |
| 2022-03-17 | Ruben Andrew | Director | A-Award | A | Class A Common Stock | 5,607 | 0.00 | — | 25,607 | — | ↗ |
| 2022-03-17 | Mikhail Hany | Officer | A-Award | A | Stock Option (Right to Buy) | 13,557 | 0.00 | — | 13,557 | — | ↗ |
| 2022-03-17 | Hayes Jacqueline | Director | A-Award | A | Class A Common Stock | 5,607 | 0.00 | — | 25,607 | — | ↗ |
| 2022-03-09 | Spence Padraic L. | Officer | F-InKind | D | Class A Common Stock | 30,300 | 5.72 | 173.3K | 2,445,164 | — | ↗ |
| 2022-03-09 | Margolis Harry | Officer | F-InKind | D | Class A Common Stock | 5,476 | 5.72 | 31.3K | 772,543 | — | ↗ |
| 2022-03-09 | Gay Robert | Officer | F-InKind | D | Class A Common Stock | 5,620 | 5.72 | 32.1K | 907,646 | — | ↗ |
| 2022-02-10 | Spence Padraic L. | Director / Officer | D-Return | D | Class A Common Stock | 158 | 7.64 | 1.2K | 2,519,842 | — | ↗ |
| 2022-02-10 | Margolis Harry | Officer | F-InKind | D | Class A Common Stock | 31,863 | 9.38 | 298.9K | 778,019 | — | ↗ |
| 2022-02-10 | Gay Robert | Officer | F-InKind | D | Class A Common Stock | 26,616 | 9.38 | 249.7K | 913,266 | — | ↗ |
| 2021-12-09 | McGuigan Brian | Director | P-Purchase | A | Class A Common Stock | 1,160 | 8.68 | 10.1K | 1,160 | — | ↗ |
| 2021-12-03 | Ruehl Julie Garcia | Director | P-Purchase | A | Class A Common Stock | 20,000 | 7.35 | 147.0K | 40,000 | — | ↗ |
| 2021-07-26 | White Pine, Inc./WA | 10% Owner | J-Other | D | Class B Units | 577,072 | 0.00 | — | 7,555,938 | — | ↗ |
| 2021-07-26 | Spence Padraic L. | Director / Officer | D-Return | D | Class B Common Stock | 75,982 | 13.06 | 991.9K | 994,866 | — | ↗ |
| 2021-07-26 | Simms Lorna R. | Officer | P-Purchase | A | Class A Common Stock | 150 | 14.00 | 2.1K | 52,150 | — | ↗ |
| 2021-07-26 | Ripley Rosemary L | Director | A-Award | A | Class A Common Stock | 1,694,358 | 1,689,369.22 | 2.86T | 1,694,358 | — | ↗ |
| 2021-07-26 | NORTHWOOD VENTURES LLC | 10% Owner | J-Other | D | Class B Units | 347,082 | 0.00 | — | 4,544,570 | — | ↗ |
| 2021-07-26 | Mikhail Hany | Officer | P-Purchase | A | Class A Common Stock | 1,000 | 14.00 | 14.0K | 25,000 | — | ↗ |
| 2021-07-26 | Margolis Harry | Officer | D-Return | D | Stock Option (Right to Buy) | 4,920 | 0.01 | 49.20 | 135,672 | — | ↗ |
| 2021-07-26 | Gay Robert | Officer | D-Return | D | Class B Units | 41,454 | 0.00 | — | 542,780 | — | ↗ |
| 2021-07-26 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 10% Owner | J-Other | A | Class A Common Stock | 22,022,092 | 21,957,126.17 | 483.54T | 22,022,092 | — | ↗ |
| 2021-07-26 | Beech William D. | Officer | D-Return | D | Stock Option (Right to Buy) | 1,766 | 0.03 | 52.98 | 2,610 | — | ↗ |
| 2021-07-21 | White Pine, Inc./WA | 10% Owner | — | D | Class B Units | 8,133,010 | 0.00 | — | 0 | — | ↗ |
| 2021-07-21 | Troupe Quincy B | Director | A-Award | A | Class A Common Stock | 17,300 | 0.00 | — | 20,000 | — | ↗ |
| 2021-07-21 | Taylor Amy | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 50,000 | 14.00 | 700.0K | 50,000 | — | ↗ |
| 2021-07-21 | Spence Padraic L. | Director / Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 2,400,000 | — | ↗ |
| 2021-07-21 | Simms Lorna R. | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 52,000 | — | ↗ |
| 2021-07-21 | Shaw Justin | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-07-21 | Ruehl Julie Garcia | Director | — | D | Class A Common Stock | 0 | 0.00 | — | 20,000 | — | ↗ |
| 2021-07-21 | Ruben Andrew | Director | — | D | Class A Common Stock | 0 | 0.00 | — | 20,000 | — | ↗ |
| 2021-07-21 | Ripley Rosemary L | Director | — | I | Class B Common Stock | 0 | 0.00 | — | 5,689,992 | — | ↗ |
| 2021-07-21 | O'Brien Philip Hunter | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-07-21 | NORTHWOOD VENTURES LLC | 10% Owner | — | D | Class B Common Stock | 4,891,652 | 0.00 | — | 0 | — | ↗ |
| 2021-07-21 | Mikhail Hany | Officer | A-Award | A | Stock Option (Right to Buy) | 6,000 | 14.00 | 84.0K | 6,000 | — | ↗ |
| 2021-07-21 | McGuigan Brian | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-07-21 | Margolis Harry | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 720,000 | — | ↗ |
| 2021-07-21 | Hayes Jacqueline | Director | — | D | Class A Common Stock | 0 | 0.00 | — | 20,000 | — | ↗ |
| 2021-07-21 | Gay Robert | Officer | — | I | Class B Common Stock | 0 | 0.00 | — | 584,234 | — | ↗ |
| 2021-07-21 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 10% Owner | — | D | Class B Common Stock | 0 | 0.00 | — | 23,703,986 | — | ↗ |
| 2021-07-21 | Beech William D. | Officer | — | D | Stock Option (Right to Buy) | 4,376 | 0.01 | 43.76 | 0 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Amy E. Taylor President and CEO | 620.0K | — | 1.31M | — | 290.0K | 21.8K | 2.25M | 58.52% | ↗ |
| 2 | 2025 | Girish Satya Executive Vice President, Chief Financial Officer and Principal Accounting Officer | 400.0K | — | 438.2K | — | 180.0K | 13.2K | 1.03M | 42.49% | ↗ |
| 3 | 2025 | Lorna R. Simms Former Senior Vice President, General Counsel and Corporate Secretary | 97.2K | — | — | — | — | 459.5K | 556.7K | 0.00% | ↗ |
| 4 | 2024 | Amy E. Taylor President and CEO | 613.0K | — | 816.0K | — | — | 8.3K | 1.44M | 56.77% | ↗ |
| 5 | 2024 | Amy E. Taylor President and CEO | 613.0K | — | 816.0K | — | — | 8.3K | 1.44M | 56.77% | ↗ |
| 6 | 2024 | Girish Satya Executive Vice President, Chief Financial Officer and Principal Accounting Officer | 338.3K | 175.0K | 257.5K | 332.0K | — | 8.0K | 1.11M | 53.07% | ↗ |
| 7 | 2024 | Girish Satya Executive Vice President, Chief Financial Officer and Principal Accounting Officer | 338.3K | 175.0K | 257.5K | 332.0K | — | 8.0K | 1.11M | 53.07% | ↗ |
| 8 | 2024 | Florence Neubauer SVP, Finance and Business Transformation; Former Interim Chief Financial Officer | 322.3K | 198.9K | 113.3K | — | — | 12.4K | 646.9K | 17.52% | ↗ |
| 9 | 2024 | Lorna R. Simms Former Senior Vice President, General Counsel and Corporate Secretary | 344.8K | — | 181.3K | — | — | 10.9K | 537.0K | 33.77% | ↗ |
| 10 | 2024 | Lorna R. Simms Former Senior Vice President, General Counsel and Corporate Secretary | 344.8K | — | 181.3K | — | — | 10.9K | 537.0K | 33.77% | ↗ |
| 11 | 2023 | Amy E. Taylor President and CEO | 615.8K | — | 658.3K | 665.9K | — | 24.1K | 1.96M | 67.42% | ↗ |
| 12 | 2023 | Greig P. DeBow, Jr. Executive Vice President and Chief Commercial Officer | 393.8K | 150.0K | 219.4K | 222.0K | — | 21.3K | 1.01M | 43.85% | ↗ |
| 13 | 2023 | Quincy B. Troupe Former Chief Operating Officer | 236.7K | — | 296.0K | 222.0K | — | 191.3K | 946.0K | 54.76% | ↗ |
| 14 | 2023 | Denise D. Beckles Former Chief Financial Officer | 285.5K | — | 292.6K | 295.9K | — | 33.1K | 907.2K | 64.87% | ↗ |
| 15 | 2023 | Lorna R. Simms Former Senior Vice President, General Counsel and Corporate Secretary | 319.2K | — | 131.7K | 133.2K | — | 11.1K | 595.1K | 44.50% | ↗ |
| 16 | 2023 | Lorna R. Simms Senior Vice President, General Counsel and Corporate Secretary | 319.2K | — | 131.7K | 133.2K | — | 11.1K | 595.1K | 44.50% | ↗ |
| 17 | 2022 | Amy E. Taylor President and CEO | 485.2K | 200.0K | 319.6K | 1.16M | 48.5K | 96.4K | 2.31M | 64.07% | ↗ |
| 18 | 2022 | Denise D. Beckles Chief Financial Officer | 259.1K | 307.2K | 425.0K | 425.0K | 102.8K | — | 1.52M | 55.95% | ↗ |
| 19 | 2022 | Denise D. Beckles Former Chief Financial Officer | 259.1K | 307.2K | 425.0K | 425.0K | 102.8K | — | 1.52M | 55.95% | ↗ |
| 20 | 2022 | Padraic "Paddy" L. Spence Former CEO | 59.0K | — | 611.5K | 614.0K | — | 2.4K | 1.29M | 95.23% | ↗ |
| 21 | 2022 | Quincy B. Troupe Former Chief Operating Officer | 208.5K | 100.0K | 348.1K | 325.0K | 85.0K | 26.9K | 1.09M | 61.55% | ↗ |
| 22 | 2022 | Quincy B. Troupe Chief Operating Officer | 208.5K | 100.0K | 348.1K | 325.0K | 85.0K | 26.9K | 1.09M | 61.55% | ↗ |
| 23 | 2021 | Padraic "Paddy" L. Spence Chair, Chief Executive Officer and Director | 190.8K | — | 2.73M | — | — | 11.6K | 2.93M | 93.10% | ↗ |
| 24 | 2021 | Padraic "Paddy" L. Spence Former CEO | 190.8K | — | 2.73M | — | — | 11.6K | 2.93M | 93.10% | ↗ |
| 25 | 2021 | Robert J. Gay Chief Strategy Officer and EVP, Sales & Marketing | 299.3K | — | 2.05M | — | — | 11.6K | 2.36M | 86.82% | ↗ |
| 26 | 2021 | Harry "Hank" M. Margolis Chief Operating Officer | 299.3K | — | 2.05M | — | — | 11.6K | 2.36M | 86.82% | ↗ |
| 27 | 2020 | Padraic "Paddy" L. Spence Chair, Chief Executive Officer and Director | 306.8K | — | 24.60M | — | 413.6K | 1.2K | 25.33M | 97.15% | ↗ |
| 28 | 2020 | Robert J. Gay Chief Strategy Officer and EVP, Sales & Marketing | 281.1K | — | 8.82M | — | 295.5K | 1.5K | 9.40M | 93.85% | ↗ |
| 29 | 2020 | Harry "Hank" M. Margolis Chief Operating Officer | 281.1K | — | 5.09M | — | 295.5K | 1.5K | 5.67M | 89.80% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Amy E. Taylor | Chief Executive Officer, President & Director | 931.8K | female |
| Girish Satya | EVice President, Chief Financial Officer & Principal Accounting Officer | 593.2K | male |
| Florence Neubauer | Senior Vice President Finance & Business Transformation | 533.6K | female |
| Jean Fontana | Senior Managing Director & Addo Investor Relations | — | female |
| Kirsten Suarez | Senior Vice President of Marketing & Chief Marketing Officer | — | female |
| Stephanie Yuen | Controller | — | — |
| Alfred A. Guarino | Senior Vice President of Sales & Chief Commercial Officer | — | male |
| Stevens Staes | General Counsel & VP of People | — | male |
| Anne McGuinness | Investor Relations | — | female |
| Bill Williamson | Senior Vice President of Operations & Chief Supply Chain Officer | — | male |
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Community Opinion for ZVIA
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.

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