FWRG on Nasdaq
First Watch Restaurant Group, Inc.
First Watch Restaurant Group, Inc. is a Delaware holding company.3 From its latest annual report
Price unavailable
Last updated Oct 19, 2026.
Overview
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- TickerFWRG on Nasdaq1
- IndustryRetail-Eating Places1
- HeadquartersBradenton, Florida1
- Incorporated inDE2
- Business address8725 Pendery Place, Suite 201, Bradenton, Fl 342012
- Filer categoryLarge accelerated filer2
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First Watch Restaurant Group, Inc. is a Delaware holding company. Unless the context otherwise requires, “we,” “us,” “our,” “First Watch,” the “Company,” “Management” and other similar references refer to First Watch Restaurant Group, Inc. and, unless otherwise stated, all of its subsidiaries.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
2.3%Operating margin4
1.6%Net margin4
20.3%Revenue growth, 20254
3.1%Return on equity4
-$31.0MFree cash flow4
What sells
Revenue by product, business segment and region, as the company reports it to the SEC.
Products and services
In-Restaurant Dining Sales brought in 80% of the revenue First Watch Restaurant Group, Inc. broke down this way in fiscal 2025.
Products and services by year
| Products and services | 2023 | 2024 | 2025 |
|---|---|---|---|
| In-Restaurant Dining Sales | $717.0M | $829.0M | $982.3M |
| Third-Party Delivery Sales | $91.4M | $97.4M | $142.3M |
| Take-Out Sales | $68.7M | $77.9M | $87.6M |
| Franchise | $14.5M | $11.6M | $10.3M |
| Royalty And System Fund Contributions | $13.5M | $10.9M | $9.7M |
| Business Combinations - Revenues Recognized | $607.0K | $413.0K | $398.0K |
| Initial Fees | $388.0K | $278.0K | $225.0K |
Where the money goes
Where each dollar of revenue went, fiscal 2025
- Other costs98¢$1.2B
- Income tax1¢$7.3M
- Profit2¢$19.4M
Out of $1.2B in revenue.4
Where each dollar of operating cash went, fiscal 2025
- Capital spending100¢$156.9M
Out of $125.9M of cash from operations. Spending exceeded cash from operations; the rest came from savings or borrowing.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 |
|---|---|---|---|
| Total revenues | $1.2B | $1.0B | $891.6M |
| Food and beverage costs | $280.1M | $223.1M | $197.4M |
| Labor and other related expenses | $405.5M | $335.0M | $294.0M |
| Other restaurant operating expenses | $188.7M | $152.0M | $134.5M |
| Occupancy expenses | $100.8M | $82.7M | $68.4M |
| Pre-opening expenses | $12.9M | $10.1M | $7.2M |
| General and administrative expenses | $128.9M | $113.3M | $103.1M |
| Depreciation and amortization | $75.0M | $57.7M | $41.2M |
| Impairments and loss on disposal of assets | $448.0K | $525.0K | $1.4M |
| Transaction expenses, net | $2.5M | $2.6M | $3.1M |
| Total operating costs and expenses | $1.2B | $977.0M | $850.3M |
| Income from operations | $27.5M | $38.9M | $41.3M |
| Interest expense | -$16.7M | -$12.6M | -$8.1M |
| Other income, net | $1.3M | $1.8M | $2.9M |
| Income before income taxes | $12.1M | $28.0M | $36.1M |
| Income tax benefit (expense) | $7.3M | -$9.1M | -$10.7M |
| Net income | $19.4M | $18.9M | $25.4M |
| Unrealized (loss) gain on derivatives | -$869.0K | $301.0K | -$889.0K |
| Income tax related to other comprehensive (loss) income | $215.0K | -$75.0K | $222.0K |
| Other comprehensive (loss) income | -$654.0K | $226.0K | -$667.0K |
| Comprehensive income | $18.8M | $19.2M | $24.7M |
| Net income (loss) per common share - basic (in dollars per share) | $0.32 | $0.31 | $0.43 |
| Net income (loss) per common share - diluted (in dollars per share) | $0.31 | $0.30 | $0.41 |
| Weighted average common shares outstanding - basic (in shares) | 61.0M shares | 60.4M shares | 59.5M shares |
| Weighted average common shares outstanding - diluted (in shares) | 62.8M shares | 62.4M shares | 61.2M 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 | $21.2M | $33.3M | ||
| Accounts receivable | $6.9M | $7.2M | ||
| Inventory | $7.2M | $6.1M | ||
| Prepaid expenses | $7.9M | $7.0M | ||
| Deposits and other current assets | $5.9M | $2.2M | ||
| Total current assets | $49.1M | $55.9M | ||
| Goodwill (primarily expected synergies and assembled workforce; tax deductible) | $420.2M | $398.6M | $359.9M | |
| Intangible assets, net | $174.9M | $167.6M | ||
| Operating lease right-of-use assets | $614.5M | $527.7M | ||
| Property, fixtures and equipment, net of accumulated depreciation of $285,706 and $229,227, respectively | $478.5M | $361.4M | ||
| Other long-term assets | $4.8M | $3.3M | ||
| Total assets | $1.7B | $1.5B | ||
| Accounts payable | $8.7M | $7.0M | ||
| Accrued liabilities | $38.5M | $39.6M | ||
| Accrued compensation | $24.3M | $21.2M | ||
| Deferred revenues | $6.8M | $5.6M | ||
| Current portion of operating lease liabilities | $75.0M | $55.7M | ||
| Current portion of long-term debt | $13.3M | $9.2M | ||
| Interest rate swap liabilities, current | $900.0K | $105.0K | ||
| Total current liabilities | $167.5M | $138.5M | ||
| Operating lease liabilities | $651.3M | $555.6M | ||
| Long-term debt, net | $269.1M | $189.0M | ||
| Deferred income taxes | $22.0M | $32.2M | ||
| Derivative liabilities | $557.0K | $503.0K | ||
| Other long-term liabilities | $5.4M | $3.2M | ||
| Total liabilities | $1.1B | $919.0M | ||
| Preferred stock; $0.01 par value; 10,000,000 shares authorized; none issued and outstanding | $0 | $0 | ||
| Common stock; $0.01 par value; 300,000,000 shares authorized; 61,131,978 and 60,700,090 shares issued and outstanding at December 28, 2025 and December 29, 2024, respectively | $611.0K | $607.0K | ||
| Additional paid-in capital | $661.2M | $649.0M | ||
| Accumulated deficit | -$34.4M | -$53.8M | ||
| Accumulated other comprehensive loss | -$1.1M | -$441.0K | ||
| Total equity | $626.3M | $595.4M | $561.3M | $523.1M |
| Total liabilities and equity | $1.7B | $1.5B | ||
| Accumulated depreciation | $285.7M | $229.2M | ||
| Preferred stock, par value (in dollars per share) | $0.01 | $0.01 | ||
| Preferred stock, shares authorized (in shares) | 10.0M shares | 10.0M shares | ||
| Preferred stock, shares issued (in shares) | 0 shares | 0 shares | ||
| Preferred stock, shares outstanding (in shares) | 0 shares | 0 shares | ||
| Common stock, par value (in dollars per share) | $0.01 | $0.01 | ||
| Common stock authorized (in shares) | 300.0M shares | 300.0M shares | ||
| Common stock, shares issued (in shares) | 61.1M shares | 61.1M shares | ||
| Common stock, shares outstanding (in shares) | 60.7M shares | 60.7M shares |
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Cash and cash equivalents | $21.2M | $33.3M | ||
| Accounts receivable | $6.9M | $7.2M | ||
| Inventory | $7.2M | $6.1M | ||
| Prepaid expenses | $7.9M | $7.0M | ||
| Deposits and other current assets | $5.9M | $2.2M | ||
| Total current assets | $49.1M | $55.9M | ||
| Goodwill (primarily expected synergies and assembled workforce; tax deductible) | $420.2M | $398.6M | $359.9M | |
| Intangible assets, net | $174.9M | $167.6M | ||
| Operating lease right-of-use assets | $614.5M | $527.7M | ||
| Property, fixtures and equipment, net of accumulated depreciation of $285,706 and $229,227, respectively | $478.5M | $361.4M | ||
| Other long-term assets | $4.8M | $3.3M | ||
| Total assets | $1.7B | $1.5B | ||
| Accounts payable | $8.7M | $7.0M | ||
| Accrued liabilities | $38.5M | $39.6M | ||
| Accrued compensation | $24.3M | $21.2M | ||
| Deferred revenues | $6.8M | $5.6M | ||
| Current portion of operating lease liabilities | $75.0M | $55.7M | ||
| Current portion of long-term debt | $13.3M | $9.2M | ||
| Interest rate swap liabilities, current | $900.0K | $105.0K | ||
| Total current liabilities | $167.5M | $138.5M | ||
| Operating lease liabilities | $651.3M | $555.6M | ||
| Long-term debt, net | $269.1M | $189.0M | ||
| Deferred income taxes | $22.0M | $32.2M | ||
| Derivative liabilities | $557.0K | $503.0K | ||
| Other long-term liabilities | $5.4M | $3.2M | ||
| Total liabilities | $1.1B | $919.0M | ||
| Preferred stock; $0.01 par value; 10,000,000 shares authorized; none issued and outstanding | $0 | $0 | ||
| Common stock; $0.01 par value; 300,000,000 shares authorized; 61,131,978 and 60,700,090 shares issued and outstanding at December 28, 2025 and December 29, 2024, respectively | $611.0K | $607.0K | ||
| Additional paid-in capital | $661.2M | $649.0M | ||
| Accumulated deficit | -$34.4M | -$53.8M | ||
| Accumulated other comprehensive loss | -$1.1M | -$441.0K | ||
| Total equity | $626.3M | $595.4M | $561.3M | $523.1M |
| Total liabilities and equity | $1.7B | $1.5B | ||
| Accumulated depreciation | $285.7M | $229.2M | ||
| Preferred stock, par value (in dollars per share) | $0.01 | $0.01 | ||
| Preferred stock, shares authorized (in shares) | 10.0M shares | 10.0M shares | ||
| Preferred stock, shares issued (in shares) | 0 shares | 0 shares | ||
| Preferred stock, shares outstanding (in shares) | 0 shares | 0 shares | ||
| Common stock, par value (in dollars per share) | $0.01 | $0.01 | ||
| Common stock authorized (in shares) | 300.0M shares | 300.0M shares | ||
| Common stock, shares issued (in shares) | 61.1M shares | 61.1M shares | ||
| Common stock, shares outstanding (in shares) | 60.7M shares | 60.7M shares |
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 | $19.4M | $18.9M | $25.4M |
| Depreciation and amortization | $75.0M | $57.7M | $41.2M |
| Stock-based compensation, net of amounts capitalized | $10.8M | $8.5M | $7.6M |
| Non-cash operating lease costs | $32.8M | $26.6M | $19.5M |
| Non-cash loss on extinguishments and modifications of debt | $0 | $358.0K | $0 |
| Deferred income taxes | -$10.0M | $6.8M | $8.3M |
| Amortization of debt discount and deferred issuance costs | $664.0K | $567.0K | $452.0K |
| Impairments and loss on disposal of assets | $448.0K | $525.0K | $1.4M |
| Accounts receivable | $376.0K | -$1.7M | $632.0K |
| Inventory | -$867.0K | -$508.0K | -$62.0K |
| Prepaid expenses | -$868.0K | $509.0K | -$1.7M |
| Deposits and other assets, current and long-term | -$5.7M | $77.0K | -$3.5M |
| Accounts payable | $1.7M | $637.0K | -$1.3M |
| Accrued liabilities and other long-term liabilities | $6.6M | $2.6M | $6.1M |
| Accrued compensation and deferred payroll taxes | $3.0M | -$467.0K | $3.8M |
| Deferred revenues, current and long-term | $555.0K | -$136.0K | -$657.0K |
| Other liabilities | $0 | -$259.0K | -$368.0K |
| Operating lease liabilities | -$8.1M | -$5.1M | -$11.4M |
| Net cash provided by operating activities | $125.9M | $115.7M | $95.3M |
| Capital expenditures | -$156.9M | -$127.9M | -$83.3M |
| Acquisitions, net of cash acquired | -$56.0M | -$78.6M | -$39.9M |
| Purchase of intangible assets | -$850.0K | -$100.0K | -$161.0K |
| Net cash used in investing activities | -$213.8M | -$206.7M | -$123.4M |
| Proceeds from borrowings on revolving credit facility | $443.5M | $22.5M | $30.0M |
| Repayments of borrowings on revolving credit facility | -$387.5M | -$52.5M | $0 |
| Proceeds from issuance of long-term debt | $27.5M | $197.5M | $0 |
| Repayments of long-term debt, including finance lease liabilities | -$8.9M | -$96.8M | -$6.2M |
| Payment of debt discount and deferred issuance costs | $0 | -$2.4M | $0 |
| Proceeds from exercise of stock options, net of employee taxes paid | $1.2M | $6.4M | $5.8M |
| Contingent consideration payment | $0 | -$375.0K | -$198.0K |
| Repayment of notes payable | $0 | $0 | -$1.4M |
| Net cash provided by financing activities | $75.8M | $74.3M | $28.1M |
| Net (decrease) increase in cash and cash equivalents | -$12.1M | -$16.6M | $38.0K |
| Cash paid for interest, net of amounts capitalized | $15.5M | $12.3M | $8.7M |
| Cash paid for income taxes, net of refunds | $2.6M | $3.1M | $2.0M |
| Leased assets obtained in exchange for new finance lease liabilities | $9.8M | $2.1M | $249.0K |
| Remeasurements and terminations of operating lease assets and lease liabilities | $4.8M | $5.8M | -$898.0K |
| Remeasurements and terminations of finance lease assets and lease liabilities | -$575.0K | $86.0K | -$48.0K |
| (Decrease) Increase in liabilities from acquisition of property, fixtures and equipment | -$5.2M | $2.8M | $7.0M |
| Leased assets obtained in exchange for new operating lease liabilities | $114.9M | $129.1M | $88.8M |
No quarter-by-quarter statement was filed.
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Leadership
Who has led First Watch Restaurant Group, Inc., and when. Pick a name to see everywhere that person has worked.
Chief executive
President
Chief financial officer
2025
- Chief executive officerChristopher Anthony Tomasso Oct 1, 2021 to now11
- PresidentChristopher Anthony Tomasso Oct 1, 2021 to now11
- Chief financial officerAshlee Suzanne Weisser Jun 10, 2026 to now12
- Chief financial officerH. Melville Hope Iii. Oct 1, 2021 to Jun 10, 202613
Board members and other officers (20)
- Chief Brand OfficerMatthew Eisenacher Aug 10, 2023 to now14
- Chief Strategy OfficerCalum Alasdair Johnstone Middleton Oct 1, 2021 to Mar 13, 202315
- Chief Development OfficerEric Richard Hartman Oct 1, 2021 to now16
- Chief People OfficerLaura Anne Sorensen Oct 1, 2021 to now17
- Board memberRachel K. Tipograph Dec 31, 2025 to now18
- Board memberCharles Jemley Aug 26, 2024 to now19
- Board memberMichael D. Fleisher Nov 5, 2024 to now20
- Board memberDavid Paresky Apr 10, 2023 to Mar 14, 202421
- Board memberIrene Chang Britt Jul 21, 2023 to now22
- Board memberJostein Solheim Dec 8, 2023 to now23
- Board memberStephanie Lilak Jun 21, 2022 to now24
- Board memberChristopher Anthony Tomasso Oct 1, 2021 to now11
- Board memberJulie Mb Bradley Oct 1, 2021 to May 24, 202425
- Board memberKenneth Lee Pendery Jr. Oct 1, 2021 to Oct 1, 202126
- Board memberLisa Marguerite Price Oct 1, 2021 to May 27, 202227
- Board memberMichael James White Oct 1, 2021 to Oct 11, 202228
- Board memberRalph Alvarez Oct 1, 2021 to now29
- Board memberTricia Patrick Oct 1, 2021 to Mar 14, 202430
- Board memberWilliam A. Kussell Oct 1, 2021 to now31
- General counselJay Anthony Wolszczak Oct 1, 2021 to now32
Timeline
- Oct 1, 2021New chief executive Christopher Anthony Tomasso becomes CEO11
Filings
357 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 66 major events, 183 insider forms, 21 large holders, 67 other. The latest 20:
- Aug 14, 2026SCHEDULE 13G/A EDGAR
- Aug 4, 20268-K EDGAR
- Aug 4, 202610-Q EDGAR
- Aug 4, 20268-K EDGAR
- Jul 31, 20268-K/A EDGAR
- Jul 21, 2026SCHEDULE 13G/A EDGAR
- Jul 14, 2026SCHEDULE 13G/A EDGAR
- Jun 10, 20264 EDGAR
- Jun 10, 20263 EDGAR
- Jun 8, 20268-K EDGAR
- Jun 4, 2026SCHEDULE 13G/A EDGAR
- May 22, 20264 EDGAR
- May 22, 20264 EDGAR
- May 22, 20264 EDGAR
- May 22, 20264 EDGAR
- May 22, 20264 EDGAR
- May 22, 20264 EDGAR
- May 22, 20264 EDGAR
- May 22, 20264 EDGAR
- May 21, 20268-K EDGAR
The 357 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
84 open-market trades by officers, directors and large owners since October 2021: 5 buys and 79 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Mar 17, 2026 | Eisenacher MatthewChief Brand Officer | Sale | 2,760 | $12.52 | $34.6K | Form 4 |
| Mar 17, 2026 | Jones John DanielChief Operations Officer | Sale | 1,697 | $12.52 | $21.2K | Form 4 |
| Mar 17, 2026 | Hartman Eric RichardChief Development Officer | Sale | 1,819 | $12.52 | $22.8K | Form 4 |
| Mar 17, 2026 | Tomasso Christopher AnthonyPresident and CEO | Sale | 25,062 | $12.52 | $313.8K | Form 4 |
| Mar 17, 2026 | Sorensen Laura AnneChief People Officer | Sale | 1,697 | $12.52 | $21.2K | Form 4 |
| Mar 17, 2026 | HOPE H MELVILLE IIICFO and Treasurer | Sale | 3,878 | $12.52 | $48.6K | Form 4 |
| Mar 17, 2026 | Wolszczak Jay AnthonyChief Legal Officer, GC & Secy | Sale | 3,161 | $12.52 | $39.6K | Form 4 |
| Mar 10, 2026 | Tomasso Christopher AnthonyPresident and CEO | Sale | 33,314 | $12.59 | $419.4K | Form 4 |
| Mar 10, 2026 | Hartman Eric RichardChief Development Officer | Sale | 4,820 | $12.59 | $60.7K | Form 4 |
| Mar 10, 2026 | HOPE H MELVILLE IIICFO and Treasurer | Sale | 7,358 | $12.59 | $92.6K | Form 4 |
| Mar 10, 2026 | Wolszczak Jay AnthonyChief Legal Officer, GC & Secy | Sale | 6,998 | $12.59 | $88.1K | Form 4 |
| Mar 10, 2026 | Jones John DanielChief Operations Officer | Sale | 4,600 | $12.59 | $57.9K | Form 4 |
| Mar 10, 2026 | Eisenacher MatthewChief Brand Officer | Sale | 6,070 | $12.59 | $76.4K | Form 4 |
| Mar 10, 2026 | Sorensen Laura AnneChief People Officer | Sale | 4,732 | $12.59 | $59.6K | Form 4 |
| Jan 22, 2026 | Kussell William ADirector | Sale | 6,165 | $17.00 | $104.8K | Form 4 |
| Dec 9, 2025 | Kussell William ADirector | Sale | 6,165 | $17.00 | $104.8K | Form 4 |
| Sep 8, 2025 | ADVENT INTERNATIONAL GP, LLC10% owner | Sale | 4,400,000 | $17.67 | $77.7M | Form 4 |
| Aug 13, 2025 | Tomasso Christopher AnthonyPresident and CEO | Sale | 100,000 | $18.00 | $1.8M | Form 4 |
| Aug 8, 2025 | ADVENT INTERNATIONAL GP, LLC10% owner | Sale | 5,000,000 | $17.70 | $88.5M | Form 4 |
| Jun 3, 2025 | ADVENT INTERNATIONAL, L.P.10% owner | Sale | 4,500,000 | $14.70 | $66.2M | Form 4 |
All 84 trades can be filtered by person here when JavaScript is on.
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.
- INTEGRATED CORE STRATEGIES (US) LLCSCHEDULE 13G/A, 2 filings Mar 31, 2026 to Jul 21, 202633
- DIMENSIONAL FUND ADVISORS LPSCHEDULE 13G/A, 2 filings Apr 9, 2026 to Jul 14, 202634
- Neuberger BermanSCHEDULE 13G/A, 2 filings Feb 5, 2026 to Jun 4, 202635
- The Bank of New York MellonSCHEDULE 13G, 1 filing Apr 28, 202636
- BlackRockSCHEDULE 13G/A, 2 filings Oct 17, 2025 to Apr 27, 202637
- FMR LLCSCHEDULE 13G/A, 3 filings Feb 5, 2026 to Apr 7, 202638
- VANGUARD GROUP INCSCHEDULE 13G/A, 2 filings Jan 30, 2026 to Mar 26, 202639
- ADVENT INTERNATIONAL, L.P.SCHEDULE 13G/A, 6 filings Feb 14, 2022 to Nov 12, 202540
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. | 4,534,132 | $58.4M | 0.0% | +462,387 |
| Manufacturers Life Insurance Company, The | 3,823,982 | $49.3M | 0.0% | +466,032 |
| Bank of New York Mellon Corp | 3,719,038 | $47.9M | 0.0% | −238,659 |
| Dimensional Fund Advisors LP | 2,596,946 | $33.5M | 0.0% | −487,940 |
| Vanguard Capital Management LLC | 2,453,594 | $31.6M | 0.0% | +51,206 |
| Millennium Management LLC | 2,192,811 | $28.3M | 0.0% | −1,039,436 |
| Neuberger Berman Group LLC | 2,069,037 | $26.7M | 0.0% | −1,505,281 |
| Stephens Investment Management Group LLC | 1,953,921 | $25.2M | 0.3% | +294,122 |
| Hodges Capital Management Inc. | 1,592,384 | $20.5M | 1.4% | +110,607 |
| Emerald Advisers, LLC | 1,526,759 | $19.7M | 0.5% | +579,649 |
| Bwcp, LP | 1,502,614 | $19.4M | 2.8% | +144,541 |
| Penn Capital Management Company, LLC | 1,472,751 | $19.0M | 1.2% | +331,594 |
| Geode Capital Management, LLC | 1,444,283 | $18.6M | 0.0% | +138,731 |
| State Street Corp | 1,404,572 | $18.1M | 0.0% | +211,223 |
| Granahan Investment Management, LLC | 1,363,852 | $17.6M | 0.6% | +275,815 |
| Riverbridge Partners LLC | 1,348,632 | $17.4M | 0.5% | −743,068 |
| Balyasny Asset Management L.P. | 1,211,627 | $15.6M | 0.0% | +930,650 |
| Bank Of America Corp /de/ | 1,069,289 | $13.8M | 0.0% | +16,863 |
| Qube Research & Technologies Ltd | 981,955 | $12.7M | 0.0% | +493,165 |
| Paralel Advisors LLC | 900,000 | $11.6M | 0.4% | No change |
| Lazard Asset Management LLC | 846,050 | $10.9M | 0.0% | −934,789 |
| Emerald Mutual Fund Advisers Trust | 823,954 | $10.6M | 0.4% | +254,536 |
| Nomura Holdings Inc | 820,809 | $10.6M | 0.0% | +438,147 |
| Woodline Partners LP | 816,586 | $10.5M | 0.0% | New |
| New York State Common Retirement Fund | 779,810 | $10.1M | 0.0% | +73,672 |
13F reports cover disclosed long positions in U.S. stocks only.
Members of Congress who traded it
5 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 |
|---|---|---|---|---|---|
| Apr 6, 2026 | Josh GottheimerDemocratic, House | Buy | $1,001 - $15,000 | −8.3% | Report |
| Mar 5, 2026 | Josh GottheimerDemocratic, House | Sale | $1,001 - $15,000 | +18.0% | Report |
| Nov 26, 2025 | Gilbert Ray Cisneros, Jr.Democratic, House | Buy | $1,001 - $15,000 | −46.6% | Report |
| May 15, 2025 | Gilbert Ray Cisneros, Jr.Democratic, House | Buy | $1,001 - $15,000 | −58.2% | Report |
| Aug 6, 2024 | Josh GottheimerDemocratic, House | Buy | $1,001 - $15,000 | −69.9% | 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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- 18SEC EDGARRachel K. Tipograph, Board member
- 19SEC EDGARCharles Jemley, Board member
- 20SEC EDGARMichael D. Fleisher, Board member
- 21SEC EDGARDavid Paresky, Board member
- 22SEC EDGARIrene Chang Britt, Board member
- 23SEC EDGARJostein Solheim, Board member
- 24SEC EDGARStephanie Lilak, Board member
- 25SEC EDGARJulie Mb Bradley, Board member
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- 27SEC EDGARLisa Marguerite Price, Board member
- 28SEC EDGARMichael James White, Board member
- 29SEC EDGARRalph Alvarez, Board member
- 30SEC EDGARTricia Patrick, Board member
- 31SEC EDGARWilliam A. Kussell, Board member
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