FBRT on NYSE
Franklin BSP Realty Trust, Inc.
American real estate investment trust, incorporated in Maryland. Summary from the record
Price unavailable
Last updated Oct 19, 2026.
Overview
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- TickerFBRT on NYSE1
- IndustryReal Estate Investment Trusts1
- HeadquartersNew York, New York1
- Incorporated inMD2
- Business addressOne Madison Avenue, Suite 1600, New York, Ny 100102
- Filer categoryLarge accelerated filer2
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Franklin BSP Realty Trust, Inc. (the “Company”), is a real estate finance company, formed as a Maryland corporation, that has elected to be treated as a real estate investment trust (“REIT”) for U.S. federal income tax purposes since 2013. Substantially all of the Company’s business is conducted through FBRT OP LLC, a Delaware limited liability company (the “OP”) and to its subsidiaries. The Company is the managing member of the OP and directly or indirectly held 91% of the common units of membership interests in the OP as of December 31, 2025.3 From its latest annual report
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Key numbers, fiscal 2025
What sells
Revenue by product, business segment and region, as the company reports it to the SEC.
Business segments
Real Estate Owned brought in 100% of the revenue Franklin BSP Realty Trust, Inc. broke down this way in fiscal 2025.
Business segments by year
| Business segments | 2023 | 2024 | 2025 |
|---|---|---|---|
| Real Estate Owned | $17.0M | $22.8M | $29.6M |
| Agency Business | $0 | $0 | $20.0K |
Where the money goes
Where each dollar of revenue went, fiscal 2025
- Income tax5¢$3.9M
- Profit95¢$82.3M
Out of $29.6M in revenue.4
Where each dollar of operating cash went, fiscal 2025
- Dividends paid50¢$145.6M
- Share buybacks5¢$14.4M
- Kept or used elsewhere45¢$132.0M
Out of $291.9M of cash from operations.4
Financial statements
Every line of the income statement as filed: the last 3 fiscal years, latest first.4
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Interest income | $430.3M | $526.1M | $552.5M |
| Less: Interest expense | $288.3M | $338.5M | $305.6M |
| Net interest income | $142.0M | $187.6M | $246.9M |
| Gain/(loss) on sales, including fee-based services, net | $57.6M | $13.1M | $3.9M |
| Mortgage servicing rights | $28.6M | $0 | $0 |
| Servicing revenue, net | $12.5M | $0 | $0 |
| Gain/(loss) on derivatives | -$200.0K | -$211.0K | $858.0K |
| Revenue from real estate owned | $29.6M | $22.8M | $17.0M |
| Total income | $270.1M | $223.4M | $268.7M |
| Compensation and benefits | $53.7M | $0 | $0 |
| Asset management and subordinated performance fee | $24.5M | $26.0M | $33.8M |
| Acquisition expenses | $951.0K | $996.0K | $1.2M |
| Administrative services expenses | $13.3M | $9.7M | $14.4M |
| Professional fees | $29.2M | $14.5M | $15.3M |
| Other expenses | $45.9M | $21.5M | $11.1M |
| Depreciation and amortization | $9.6M | $5.6M | $7.1M |
| Share-based compensation | $9.1M | $8.2M | $4.8M |
| Total expenses | $186.4M | $86.4M | $87.8M |
| (Provision)/benefit for credit losses | $11.8M | -$35.7M | -$33.7M |
| Realized gain/(loss) on sale of commercial mortgage loans, held for investment | $0 | $138.0K | $0 |
| Realized gain/(loss) on sale of commercial mortgage loans, held for sale | -$246.0K | $0 | $0 |
| Realized gain/(loss) on real estate securities, available for sale | $112.0K | $143.0K | $80.0K |
| Realized gain/(loss) on extinguishment of debt | -$7.7M | $0 | $2.2M |
| Gain/(loss) on other real estate investments | -$3.4M | -$8.0M | -$7.1M |
| Income/(loss) from equity method investments | $3.6M | $0 | $0 |
| Trading gain/(loss) | $0 | $0 | -$605.0K |
| Total other income/(loss) | $4.3M | -$43.4M | -$39.2M |
| Income/(loss) before taxes | $88.0M | $93.5M | $141.8M |
| (Provision)/benefit for income tax | -$3.9M | -$1.1M | $2.8M |
| Net income/(loss) | $84.1M | $92.4M | $144.5M |
| Net (income)/loss attributable to non-controlling interest | -$1.8M | $3.5M | $706.0K |
| Net income/(loss) attributable to Franklin BSP Realty Trust, Inc. | $82.3M | $95.9M | $145.2M |
| Less: Preferred stock dividends | $27.0M | $27.0M | $27.0M |
| Net income/(loss) attributable to common stock, basic | $55.3M | $68.9M | $118.2M |
| Net income/(loss) attributable to common stock, diluted | $55.3M | $68.9M | $118.2M |
| Basic earnings per share (in dollars per share) | $0.65 | $0.82 | $1.42 |
| Diluted earnings per share (in dollars per share) | $0.64 | $0.82 | $1.42 |
| Basic weighted average shares outstanding (in shares) | 82.0M shares | 81.8M shares | 82.3M shares |
| Diluted weighted average shares outstanding (in shares) | 86.2M shares | 81.8M shares | 82.3M shares |
No quarter-by-quarter statement was filed.
Every line of the balance sheet as filed: the last 4 fiscal years (annual) or 4 quarters (quarterly), latest first.4
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Cash and cash equivalents | $167.3M | $184.4M | $337.6M | $179.3M |
| Restricted cash | $17.9M | $12.4M | $6.1M | $11.2M |
| Investment securities, held to maturity | $20.5M | $0 | ||
| Commercial mortgage loans, held for investment, net of allowance for credit losses of $38,302 and $78,083 as of December 31, 2025 and 2024, respectively | $4.4B | $4.9B | ||
| Commercial mortgage loans, held for sale, measured at fair value | $360.7M | $87.3M | ||
| Real estate securities, available for sale, measured at fair value, amortized cost of $151,946 and $202,894 as of December 31, 2025 and 2024, respectively | $151.7M | $203.0M | ||
| Mortgage servicing rights, net | $212.2M | $0 | ||
| Accrued interest receivable | $41.5M | $42.2M | ||
| Receivable for loan repayment | $50.6M | $157.6M | ||
| Prepaid expenses and other assets | $45.1M | $17.5M | ||
| Real estate owned, net of depreciation | $99.3M | $113.2M | ||
| Real estate owned, held for sale | $198.9M | $222.9M | ||
| Equity method investments | $71.7M | $13.4M | ||
| Intangible assets, net of amortization | $115.6M | $39.8M | ||
| Goodwill | $92.0M | $0 | ||
| Derivative instruments, measured at fair value | $11.3M | $0 | ||
| Loans eligible for repurchase | $17.9M | $0 | ||
| Total assets | $6.1B | $6.0B | $6.0B | |
| Collateralized loan obligations | $2.7B | $3.6B | ||
| Unsecured debt | $185.5M | $81.4M | ||
| Mortgage note payable | $24.0M | $24.0M | ||
| Allowance for loss sharing | $19.5M | $0 | ||
| Accrued compensation | $43.7M | $0 | ||
| Liability for loans eligible for repurchase | $17.9M | $0 | ||
| Interest payable | $16.1M | $12.8M | ||
| Distributions payable | $38.9M | $36.2M | $36.1M | |
| Accounts payable and accrued expenses | $18.9M | $4.1M | ||
| Due to affiliates | $12.1M | $14.1M | ||
| Derivative instruments, measured at fair value | $7.0M | $713.0K | ||
| Other liabilities | $29.7M | $11.7M | ||
| Total liabilities | $4.4B | $4.4B | ||
| Total redeemable convertible preferred stock | $89.7M | $89.7M | ||
| Common stock, $0.01 par value, 900,000,000 shares authorized, 81,553,982 and 83,066,789 issued and outstanding as of December 31, 2025 and 2024, respectively | $808.0K | $818.0K | ||
| Additional paid-in capital | $1.6B | $1.6B | ||
| Accumulated other comprehensive income (loss) | -$284.0K | $79.0K | ||
| Accumulated deficit | -$411.1M | -$348.1M | ||
| Total stockholders' equity | $1.4B | $1.5B | ||
| Non-controlling interest | $89.9M | $7.5M | ||
| Total equity | $1.5B | $1.5B | $1.6B | $1.6B |
| Total liabilities, redeemable convertible preferred stock and equity | $6.1B | $6.0B | ||
| Allowance for credit losses | $38.3M | $78.1M | ||
| Common stock, par value per share (in dollars per share) | $0.01 | $0.01 | ||
| Common stock, shares authorized (in shares) | 900.0M shares | 900.0M shares | ||
| Common stock, shares issued (in shares) | 81.6M shares | 83.1M shares | ||
| Common Stock, shares outstanding (in shares) | 81.6M shares | 83.1M shares | ||
| Pledged assets | $20.2M |
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Cash and cash equivalents | $167.3M | $184.4M | $337.6M | $179.3M |
| Restricted cash | $17.9M | $12.4M | $6.1M | $11.2M |
| Investment securities, held to maturity | $20.5M | $0 | ||
| Commercial mortgage loans, held for investment, net of allowance for credit losses of $38,302 and $78,083 as of December 31, 2025 and 2024, respectively | $4.4B | $4.9B | ||
| Commercial mortgage loans, held for sale, measured at fair value | $360.7M | $87.3M | ||
| Real estate securities, available for sale, measured at fair value, amortized cost of $151,946 and $202,894 as of December 31, 2025 and 2024, respectively | $151.7M | $203.0M | ||
| Mortgage servicing rights, net | $212.2M | $0 | ||
| Accrued interest receivable | $41.5M | $42.2M | ||
| Receivable for loan repayment | $50.6M | $157.6M | ||
| Prepaid expenses and other assets | $45.1M | $17.5M | ||
| Real estate owned, net of depreciation | $99.3M | $113.2M | ||
| Real estate owned, held for sale | $198.9M | $222.9M | ||
| Equity method investments | $71.7M | $13.4M | ||
| Intangible assets, net of amortization | $115.6M | $39.8M | ||
| Goodwill | $92.0M | $0 | ||
| Derivative instruments, measured at fair value | $11.3M | $0 | ||
| Loans eligible for repurchase | $17.9M | $0 | ||
| Total assets | $6.1B | $6.0B | $6.0B | |
| Collateralized loan obligations | $2.7B | $3.6B | ||
| Unsecured debt | $185.5M | $81.4M | ||
| Mortgage note payable | $24.0M | $24.0M | ||
| Allowance for loss sharing | $19.5M | $0 | ||
| Accrued compensation | $43.7M | $0 | ||
| Liability for loans eligible for repurchase | $17.9M | $0 | ||
| Interest payable | $16.1M | $12.8M | ||
| Distributions payable | $38.9M | $36.2M | $36.1M | |
| Accounts payable and accrued expenses | $18.9M | $4.1M | ||
| Due to affiliates | $12.1M | $14.1M | ||
| Derivative instruments, measured at fair value | $7.0M | $713.0K | ||
| Other liabilities | $29.7M | $11.7M | ||
| Total liabilities | $4.4B | $4.4B | ||
| Total redeemable convertible preferred stock | $89.7M | $89.7M | ||
| Common stock, $0.01 par value, 900,000,000 shares authorized, 81,553,982 and 83,066,789 issued and outstanding as of December 31, 2025 and 2024, respectively | $808.0K | $818.0K | ||
| Additional paid-in capital | $1.6B | $1.6B | ||
| Accumulated other comprehensive income (loss) | -$284.0K | $79.0K | ||
| Accumulated deficit | -$411.1M | -$348.1M | ||
| Total stockholders' equity | $1.4B | $1.5B | ||
| Non-controlling interest | $89.9M | $7.5M | ||
| Total equity | $1.5B | $1.5B | $1.6B | $1.6B |
| Total liabilities, redeemable convertible preferred stock and equity | $6.1B | $6.0B | ||
| Allowance for credit losses | $38.3M | $78.1M | ||
| Common stock, par value per share (in dollars per share) | $0.01 | $0.01 | ||
| Common stock, shares authorized (in shares) | 900.0M shares | 900.0M shares | ||
| Common stock, shares issued (in shares) | 81.6M shares | 83.1M shares | ||
| Common Stock, shares outstanding (in shares) | 81.6M shares | 83.1M shares | ||
| Pledged assets | $20.2M |
Cash flow is reported year to date, not quarter by quarter, so there are no separate quarterly figures.
Every line of the cash flow as filed: the last 3 fiscal years, latest first.4
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Net income/(loss) | $84.1M | $92.4M | $144.5M |
| Premium amortization and (discount accretion), net | -$9.7M | -$9.6M | -$13.1M |
| Accretion of deferred commitment fees | -$4.5M | -$6.6M | -$7.6M |
| Amortization of deferred financing costs | $13.0M | $13.0M | $7.8M |
| Share-based compensation | $9.1M | $8.2M | $4.8M |
| Realized (gain)/loss on extinguishment of debt | $7.7M | $0 | -$2.2M |
| Realized (gain)/loss on sale of available for sale securities, measured at fair value | -$113.0K | -$143.0K | -$80.0K |
| Realized (gain)/loss on sale of commercial mortgage loans, held for sale, measured at fair value | -$18.1M | -$13.1M | -$3.9M |
| Realized (gain)/loss on sale of commercial mortgage loans, held for sale | $246.0K | $0 | $0 |
| Realized (gain)/loss on sale of commercial mortgage loans, held for investment | $0 | -$138.0K | $0 |
| Unrealized (gain)/loss on commercial mortgage loans, held for sale, measured at fair value | $0 | $0 | -$44.0K |
| (Income)/loss from equity method investments | -$3.6M | $0 | $0 |
| Unrealized (gain)/losses on derivative instruments | $200.0K | -$1.1M | $140.0K |
| (Gain)/loss on other real estate investments | $3.4M | $8.0M | $7.1M |
| Trading (gain)/loss | $0 | $0 | $605.0K |
| Depreciation and amortization | $9.6M | $5.6M | $8.4M |
| Straight line rental income | $946.0K | -$3.5M | -$3.8M |
| Provision/(benefit) for credit losses | -$11.8M | $35.7M | $33.7M |
| Origination of commercial mortgage loans, held for sale, measured at fair value | -$3.6B | -$358.4M | -$102.5M |
| Proceeds from sale or repayment of commercial mortgage loans, held for sale, measured at fair value | $3.8B | $284.3M | $122.0M |
| Origination and purchase of commercial mortgage loans, held for sale | -$7.0M | $0 | $0 |
| Proceeds from sale of commercial mortgage loans, held for sale | $40.7M | $0 | $0 |
| Distributions from equity method investments | $1.9M | $0 | $0 |
| MSR impairment and amortization | $22.0M | $0 | $0 |
| Mortgage banking activities | -$23.5M | $0 | $0 |
| Accrued interest receivable | $9.1M | $6.8M | -$906.0K |
| Prepaid expenses and other assets | -$893.0K | -$2.9M | $700.0K |
| Accounts payable and accrued expenses | $2.8M | $6.5M | -$5.1M |
| Due to affiliates | -$2.1M | -$5.2M | $3.9M |
| Interest payable | $2.1M | -$2.5M | $2.9M |
| Accrued compensation | $9.0M | $0 | $0 |
| Other liabilities | -$9.3M | $0 | $0 |
| Net cash provided by operating activities | $291.9M | $57.2M | $197.4M |
| Origination and purchase of commercial mortgage loans, held for investment | -$924.4M | -$1.8B | -$936.3M |
| Principal repayments received on commercial mortgage loans, held for investment | $1.5B | $1.5B | $1.1B |
| Purchase of equity method investments | -$9.8M | -$13.4M | $0 |
| Distributions from equity method investments | $834.0K | $0 | $0 |
| Proceeds from sale of real estate owned, held for sale | $60.9M | $34.4M | $39.8M |
| Purchase of real estate owned and capital expenditures | -$1.6M | -$324.0K | -$1.2M |
| Proceeds from sale of commercial mortgage loans, held for investment | $35.2M | $33.4M | $0 |
| Purchase of NewPoint Holdings JV LLC | -$297.3M | $0 | $0 |
| Payment of software development costs | -$360.0K | $0 | $0 |
| Purchase of real estate securities, available for sale | -$132.3M | -$79.5M | -$223.8M |
| Proceeds from sale or paydown of real estate securities, available for sale | $184.0M | $120.0M | $418.8M |
| Purchases of investment securities, held to maturity | -$11.4M | $0 | $0 |
| Proceeds from sale of investment securities, held to maturity | $8.8M | $0 | $0 |
| Principal collateral on mortgage investments | $0 | $0 | $17.7M |
| Proceeds from sale/(purchase) of derivative instruments | -$171.0K | $1.8M | $211.0K |
| Net cash (used in)/provided by investing activities | $380.8M | -$155.5M | $380.8M |
| Payments for common stock repurchases | -$14.4M | -$4.9M | -$12.5M |
| Shares canceled for tax withholding on vested equity awards | -$2.4M | -$1.5M | -$812.0K |
| Payments of offering costs | $0 | $0 | -$269.0K |
| Borrowings on collateralized loan obligations | $947.2M | $914.1M | $689.3M |
| Repayments of collateralized loan obligations | -$1.8B | -$855.0M | -$241.2M |
| Borrowings on repurchase agreements and revolving credit facilities - commercial mortgage loans | $5.0B | $892.7M | $600.2M |
| Repayments of repurchase agreements and revolving credit facilities - commercial mortgage loans | -$4.7B | -$862.6M | -$981.3M |
| Net borrowings (paydowns) on repurchase agreements - real estate securities, less than 90 days maturity | -$49.2M | $62.6M | -$266.0M |
| Borrowings on other financings | $0 | $0 | $59.7M |
| Repayments on other financings | $0 | -$23.7M | -$99.5M |
| Borrowings on unsecured debt | $107.0M | $0 | $0 |
| Repayments of unsecured debt | $0 | $0 | -$13.4M |
| Payments of deferred financing costs | -$15.9M | -$9.3M | -$12.9M |
| Distributions to non-controlling interest | -$7.4M | -$16.2M | -$2.0M |
| Contributions from non-controlling interest | $128.0K | $64.0K | $0 |
| Distributions paid to common and preferred shareholders | -$145.6M | -$144.9M | -$144.3M |
| Net cash used in financing activities: | -$684.4M | -$48.6M | -$425.0M |
| Net change in cash, cash equivalents and restricted cash | -$11.7M | -$146.8M | $153.2M |
| Cash payments for income taxes | $1.1M | $1.0M | $325.0K |
| Cash payments for interest | $275.8M | $324.6M | $295.1M |
| Common stock issued through distribution reinvestment plan | $0 | $0 | $769.0K |
| Loans transferred from commercial mortgage loans, held for investment to commercial mortgage loans, held for sale | $33.9M | $0 | $0 |
| Loans transferred from commercial mortgage loans, held for investment to real estate owned, held for sale | $197.4M | $307.5M | $77.3M |
| Modification accounted for as repayment and new loan | $60.0M | $42.2M | $0 |
| Seller-based financing on sales of real estate owned, held for sale | $168.9M | $94.9M | $0 |
| Reclassification of real estate owned assets held for investment to held for sale | $11.5M | $0 | $114.5M |
| Reclassification of real estate owned liabilities held for investment to held for sale | $0 | $0 | $13.7M |
No quarter-by-quarter statement was filed.
Compare Franklin BSP Realty Trust, Inc. with another company
Leadership
Who has led Franklin BSP Realty Trust, Inc., and when. Pick a name to see everywhere that person has worked.
Chief executive
President
Chief financial officer
Chief operating officer
201520202025
- Chief executive officerRichard J. Byrne Oct 11, 2016 to now12
- ChairRichard J. Byrne Oct 11, 2016 to now12
- PresidentBrian Buffone Feb 20, 2026 to now13
- PresidentMichael Comparato Mar 28, 2023 to Feb 20, 202614
- PresidentRichard J. Byrne Oct 11, 2016 to Jan 31, 202312
- PresidentMatthew Donnelly Dec 15, 2015 to Dec 15, 201515
- PresidentPeter M. Budko Apr 28, 2014 to Apr 28, 201416
- Chief financial officerJerome S. Baglien Oct 11, 2016 to now17
- Chief financial officerDonald R. Ramon May 22, 2015 to May 22, 201518
- Chief financial officerNicholas Radesca Apr 28, 2014 to Dec 4, 201519
- Chief operating officerJerome S. Baglien Jan 31, 2022 to now20
- Chief operating officerMatthew Donnelly Dec 15, 2015 to Dec 15, 201515
- Chief operating officerDonald J. Mackinnon May 5, 2014 to May 5, 201421
Board members and other officers (14)
- Chief Investment OfficerAndrew Winer Apr 28, 2014 to Apr 28, 201422
- Executive Vice PresidentBoris Korotkin Apr 28, 2014 to Apr 28, 201423
- Board memberJoe Dumars Jan 4, 2023 to now24
- Board memberGary Keiser Oct 21, 2021 to Jul 1, 202225
- Board memberMichelle P. Goolsby Oct 21, 2021 to Feb 22, 202226
- Board memberPatsy Joseph Augustine Oct 21, 2021 to now27
- Board memberPeter J. McDonough Aug 1, 2016 to now28
- Board memberBuford H. Ortale Oct 11, 2016 to now29
- Board memberJamie Handwerker Oct 11, 2016 to now30
- Board memberElizabeth K. Tuppeny Apr 28, 2014 to now31
- Board memberLeslie D. Michelson Apr 28, 2014 to Jun 26, 201432
- Board memberPeter M. Budko Apr 28, 2014 to Apr 28, 201416
- Board memberRobert J. Froehlich Apr 28, 2014 to Jul 14, 201533
- Board memberWilliam M. Kahane Dec 11, 2014 to Dec 11, 201434
Former names
Timeline
- Oct 11, 2016New chief executive Richard J. Byrne becomes CEO12
Filings
208 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 63 major events, 70 insider forms, 18 large holders, 37 other. The latest 20:
- Oct 5, 2026SCHEDULE 13G/A EDGAR
- Sep 17, 20268-K EDGAR
- Jul 29, 20268-K EDGAR
- Jul 29, 202610-Q EDGAR
- Jun 17, 20264 OWNERSHIP DOCUMENT EDGAR
- Jun 10, 20264 OWNERSHIP DOCUMENT EDGAR
- Jun 10, 20264 OWNERSHIP DOCUMENT EDGAR
- Jun 10, 20264 OWNERSHIP DOCUMENT EDGAR
- Jun 10, 20264 OWNERSHIP DOCUMENT EDGAR
- Jun 10, 20264 OWNERSHIP DOCUMENT EDGAR
- Jun 9, 20268-K EDGAR
- Apr 29, 2026SCHEDULE 13G EDGAR
- Apr 29, 20268-K EDGAR
- Apr 29, 202610-Q EDGAR
- Apr 20, 20268-K EDGAR
- Apr 17, 2026ARS EDGAR
- Apr 17, 2026DEFA14A EDGAR
- Apr 17, 2026DEF 14A EDGAR
- Mar 26, 2026SCHEDULE 13G/A EDGAR
- Mar 4, 20264 OWNERSHIP DOCUMENT EDGAR
The 208 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
10 open-market trades by officers, directors and large owners since October 2021: 9 buys and 1 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Jun 15, 2026 | ORTALE BUFORD HDirector | Buy | 29,597 | $9.85 | $291.6K | Form 4 |
| Mar 3, 2026 | Buffone BrianPresident | Buy | 27,000 | $9.41 | $254.1K | Form 4 |
| Feb 18, 2026 | ORTALE BUFORD HDirector | Buy | 2,000 | $8.77 | $17.5K | Form 4 |
| Feb 17, 2026 | ORTALE BUFORD HDirector | Buy | 2,000 | $8.88 | $17.8K | Form 4 |
| Nov 21, 2025 | McDonough Peter JDirector | Sale | 1,500 | $10.00 | $15.0K | Form 4 |
| May 12, 2023 | ORTALE BUFORD HDirector | Buy | 2,000 | $18.40 | $36.8K | Form 4 |
| Sep 15, 2022 | ORTALE BUFORD HDirector | Buy | 3,000 | $11.77 | $35.3K | Form 4 |
| Sep 8, 2022 | ORTALE BUFORD HDirector | Buy | 2,200 | $19.60 | $43.1K | Form 4 |
| Sep 7, 2022 | ORTALE BUFORD HDirector | Buy | 3,700 | $19.82 | $73.3K | Form 4 |
| Sep 6, 2022 | ORTALE BUFORD HDirector | Buy | 10,000 | $20.00 | $200.0K | Form 4 |
From Forms 4 filed with the SEC.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- BlackRockSCHEDULE 13G/A, 1 filing Oct 5, 202635
- VANGUARD CAPITAL MANAGEMENT LLCSCHEDULE 13G, 1 filing Apr 29, 202636
- VANGUARD GROUP INCSCHEDULE 13G/A, 7 filings Feb 10, 2022 to Mar 26, 202637
- MILLENNIUM MANAGEMENT LLCSC 13G, 1 filing Jun 21, 202238
- Paradice Investment Management LLCSC 13G/A, 1 filing Feb 10, 202239
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| BlackRock, Inc. | 13,002,861 | $105.8M | 0.0% | −118,999 |
| Vanguard Capital Management LLC | 3,429,239 | $27.9M | 0.0% | −131,370 |
| State Street Corp | 3,241,000 | $27.0M | 0.0% | +31,461 |
| Geode Capital Management, LLC | 2,070,316 | $16.9M | 0.0% | +28,458 |
| Invesco Ltd. | 1,850,367 | $15.1M | 0.0% | +110,905 |
| Gratia Capital, LLC | 1,769,370 | $14.4M | 16.5% | −509,330 |
| Franklin Resources Inc | 1,500,096 | $12.2M | 0.0% | −290 |
| UBS Group AG | 1,346,899 | $11.0M | 0.0% | +143,219 |
| Vanguard Portfolio Management LLC | 1,279,728 | $10.4M | 0.0% | −1,503,122 |
| Charles Schwab Investment Management Inc | 1,110,467 | $9.0M | 0.0% | −107,273 |
| Morgan Stanley | 1,033,650 | $8.4M | 0.0% | +171,612 |
| Nuveen, LLC | 825,882 | $6.7M | 0.0% | +659,750 |
| Northern Trust Corp | 808,521 | $6.6M | 0.0% | −21,824 |
| Waterfall Asset Management, LLC | 758,000 | $6.2M | 5.2% | New |
| Van Eck Associates Corp | 706,061 | $5.7M | 0.0% | −116,193 |
| Bank of New York Mellon Corp | 624,976 | $5.1M | 0.0% | −9,411 |
| Gabelli Funds LLC | 575,919 | $4.7M | 0.0% | +19,667 |
| Vanguard Fiduciary Trust Co | 512,429 | $4.2M | 0.0% | −20,841 |
| Goldman Sachs Group Inc | 505,646 | $4.1M | 0.0% | +239,923 |
| Mariner, LLC | 466,282 | $3.8M | 0.0% | −14,834 |
| Qube Research & Technologies Ltd | 444,774 | $3.6M | 0.0% | New |
| Principal Financial Group Inc | 371,976 | $3.0M | 0.0% | −24,428 |
| Citadel Advisors LLC | 320,288 | $2.6M | 0.0% | +226,727 |
| Almitas Capital LLC | 298,190 | $2.4M | 0.6% | +199,136 |
| Orchard Capital Management, LLC | 267,856 | $2.2M | 2.4% | +106,137 |
13F reports cover disclosed long positions in U.S. stocks only.
Members of Congress who traded it
2 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.
| Date | Member | Trade | Amount | Vs S&P since | Filing |
|---|---|---|---|---|---|
| Jun 11, 2025 | Lisa C. McClainRepublican, House | Sale | $1,001 - $15,000 | +72.4% | Report |
| Jun 9, 2025 | Lisa C. McClainRepublican, House | Buy | $1,001 - $15,000 | −72.9% | Report |
Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).
Sources
The numbers on this page point here. Each one links to the record it came from.
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- 13SEC EDGARBrian Buffone, President
- 14SEC EDGARMichael Comparato, President
- 15SEC EDGARMatthew Donnelly, President
- 16SEC EDGARPeter M. Budko, President
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- 24SEC EDGARJoe Dumars, Board member
- 25SEC EDGARGary Keiser, Board member
- 26SEC EDGARMichelle P. Goolsby, Board member
- 27SEC EDGARPatsy Joseph Augustine, Board member
- 28SEC EDGARPeter J. McDonough, Board member
- 29SEC EDGARBuford H. Ortale, Board member
- 30SEC EDGARJamie Handwerker, Board member
- 31SEC EDGARElizabeth K. Tuppeny, Board member
- 32SEC EDGARLeslie D. Michelson, Board member
- 33SEC EDGARRobert J. Froehlich, Board member
- 34SEC EDGARWilliam M. Kahane, Board member
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