RWT on NYSE
REDWOOD TRUST INC
Redwood Trust, Inc., together with its subsidiaries, is a specialty finance company focused on several distinct areas of housing credit, with a mission to make quality housing, whether rented or.6 From its latest annual report
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Last updated Oct 19, 2026.
Overview
- TickerRWT on NYSE2
- IndustryReal Estate Investment Trusts2
- HeadquartersLutherville-Timonium, United States2
- Incorporated inMD3
- Business addressOne Belvedere Place, Suite 300, Mill Valley, Ca 949413
- Filer categoryLarge accelerated filer3
- Legal formStock Corporation2
- LEIDRBV4N1ERQLEMIF11G782
- StatusActive2
- LEI statusIssued and current2
- Registered address2405 YORK ROAD, STE 201, 21093 Lutherville-Timonium, United States2
- Registered withBusiness Services (Maryland Department of Assessments and Taxation), D038651102
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Redwood Trust, Inc., together with its subsidiaries, is a specialty finance company focused on several distinct areas of housing credit, with a mission to make quality housing, whether rented or owned, accessible to all American households. Our operating platforms occupy a unique position in the housing finance value chain, providing liquidity to growing segments of the U.S. housing market not well served by government programs. We deliver customized housing credit investments to a diverse mix of investors through our best-in-class securitization platforms, whole-loan distribution activities and our publicly-traded securities. Our aggregation, origination, and investment activities have evolved to incorporate a diverse mix of residential consumer and residential investor housing credit assets. We operate our business across four reportable segments: Sequoia Mortgage Banking, CoreVest Mor…6 From its latest annual report
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Financial statements
Every line of the income statement as filed: the last 3 fiscal years, latest first.11
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Residential consumer loans | $801.6M | $485.3M | $253.9M |
| Residential investor loans | $273.7M | $351.9M | $382.3M |
| Consolidated Agency multifamily loans | $12.2M | $18.2M | $18.6M |
| Real estate securities | $63.3M | $49.7M | $21.6M |
| Other interest income | $32.1M | $40.0M | $48.0M |
| Total interest income | $1.2B | $945.2M | $724.5M |
| Asset-backed securities issued | -$805.1M | -$572.5M | -$371.8M |
| Debt obligations | -$295.1M | -$270.1M | -$259.8M |
| Total interest expense | -$1.1B | -$842.6M | -$631.5M |
| Net Interest Income | $82.7M | $102.6M | $92.9M |
| Mortgage banking activities, net | $167.1M | $99.4M | $67.4M |
| Investment fair value changes, net | -$97.4M | -$14.8M | -$44.4M |
| HEI income, net | $711.0K | $42.1M | $35.2M |
| Servicing income, net | $10.0M | $14.4M | $7.0M |
| Fee income, net | $11.0M | $11.0M | $8.2M |
| Other income, net | $3.9M | $1.8M | -$2.5M |
| Realized gains, net | -$608.0K | $306.0K | $1.7M |
| Total non-interest income, net | $94.7M | $154.3M | $72.7M |
| General and administrative expenses | -$153.9M | -$136.4M | -$128.3M |
| Portfolio management costs | -$28.3M | -$20.9M | -$14.6M |
| Loan acquisition costs | -$18.1M | -$12.7M | -$7.2M |
| Other expenses | -$21.9M | -$14.1M | -$16.2M |
| Net (Loss) Income before Provision For Income Taxes | -$44.8M | $72.8M | -$639.0K |
| Provision for income taxes | -$25.2M | -$18.8M | -$1.6M |
| Net (Loss) Income | -$70.0M | $54.0M | -$2.3M |
| Dividends on preferred stock | -$7.0M | -$7.0M | -$6.7M |
| Net (Loss) Income (Related) Available to Common Stockholders | -$77.0M | $47.0M | -$9.0M |
| Basic (loss) earnings per common share (in dollars per share) | -$0.63 | $0.32 | -$0.11 |
| Diluted (loss) earnings per common share (in dollars per share) | -$0.63 | $0.32 | -$0.11 |
| Basic weighted average common shares outstanding (in shares) | 130.3M shares | 132.1M shares | 116.3M shares |
| Diluted weighted average common shares outstanding (in shares) | 130.3M shares | 132.1M shares | 116.3M shares |
No quarter-by-quarter statement was filed.
Every line of the balance sheet as filed: the last 3 fiscal years (annual) or 3 quarters (quarterly), latest first.11
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Home equity investments | $329.9M | $589.8M | |
| Real estate securities | $423.0M | $405.2M | |
| Servicing investments | $302.2M | $297.7M | |
| Strategic investments | $102.0M | $78.1M | |
| Derivative assets | $105.6M | $46.0M | |
| Cash and cash equivalents | $255.7M | $245.2M | $293.0M |
| Restricted cash | $193.4M | $67.8M | $76.0M |
| Goodwill | $23.4M | $23.4M | |
| Other assets | $413.5M | $415.7M | |
| Total Assets | $23.7B | $18.3B | $14.5B |
| Asset-backed securities issued (includes $17,433,600 and $12,879,530 at fair value), net | $17.5B | $13.3B | |
| Debt obligations, net | $4.8B | $3.5B | |
| Derivative liabilities | $28.1M | $23.7M | |
| Accrued expenses and other liabilities | $398.9M | $313.7M | |
| Total liabilities | $22.7B | $17.1B | |
| Preferred stock, par value $0.01 per share, 2,990,000 shares authorized; 2,800,000 issued and outstanding | $66.9M | $66.9M | |
| Common stock, par value $0.01 per share, 392,010,000 shares authorized; 124,459,837 and 132,519,579 issued and outstanding | $1.2M | $1.3M | |
| Additional paid-in capital | $2.5B | $2.5B | |
| Accumulated other comprehensive loss | -$31.7M | -$43.1M | |
| Cumulative earnings | $1.1B | $1.2B | |
| Cumulative distributions to stockholders | -$2.6B | -$2.5B | |
| Total Equity | $982.6M | $1.2B | |
| Total Liabilities and Equity | $23.7B | $18.3B | |
| ABS issued | $17.4B | $12.9B | |
| Preferred stock, par value (in dollars per share) | $0.01 | $0.01 | |
| Preferred stock, authorized (in shares) | 3.0M shares | 3.0M shares | |
| Preferred stock, issued (in shares) | 2.8M shares | 2.8M shares | |
| Preferred stock, outstanding (in shares) | 2.8M shares | 2.8M shares | |
| Common stock, par value (in dollars per share) | $0.01 | $0.01 | |
| Common stock, authorized (in shares) | 392.0M shares | 392.0M shares | |
| Common stock, issued (in shares) | 124.5M shares | 132.5M shares | |
| Common stock, outstanding (in shares) | 124.5M shares | 132.5M shares |
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Home equity investments | $329.9M | $589.8M | |
| Real estate securities | $423.0M | $405.2M | |
| Servicing investments | $302.2M | $297.7M | |
| Strategic investments | $102.0M | $78.1M | |
| Derivative assets | $105.6M | $46.0M | |
| Cash and cash equivalents | $255.7M | $245.2M | $293.0M |
| Restricted cash | $193.4M | $67.8M | $76.0M |
| Goodwill | $23.4M | $23.4M | |
| Other assets | $413.5M | $415.7M | |
| Total Assets | $23.7B | $18.3B | $14.5B |
| Asset-backed securities issued (includes $17,433,600 and $12,879,530 at fair value), net | $17.5B | $13.3B | |
| Debt obligations, net | $4.8B | $3.5B | |
| Derivative liabilities | $28.1M | $23.7M | |
| Accrued expenses and other liabilities | $398.9M | $313.7M | |
| Total liabilities | $22.7B | $17.1B | |
| Preferred stock, par value $0.01 per share, 2,990,000 shares authorized; 2,800,000 issued and outstanding | $66.9M | $66.9M | |
| Common stock, par value $0.01 per share, 392,010,000 shares authorized; 124,459,837 and 132,519,579 issued and outstanding | $1.2M | $1.3M | |
| Additional paid-in capital | $2.5B | $2.5B | |
| Accumulated other comprehensive loss | -$31.7M | -$43.1M | |
| Cumulative earnings | $1.1B | $1.2B | |
| Cumulative distributions to stockholders | -$2.6B | -$2.5B | |
| Total Equity | $982.6M | $1.2B | |
| Total Liabilities and Equity | $23.7B | $18.3B | |
| ABS issued | $17.4B | $12.9B | |
| Preferred stock, par value (in dollars per share) | $0.01 | $0.01 | |
| Preferred stock, authorized (in shares) | 3.0M shares | 3.0M shares | |
| Preferred stock, issued (in shares) | 2.8M shares | 2.8M shares | |
| Preferred stock, outstanding (in shares) | 2.8M shares | 2.8M shares | |
| Common stock, par value (in dollars per share) | $0.01 | $0.01 | |
| Common stock, authorized (in shares) | 392.0M shares | 392.0M shares | |
| Common stock, issued (in shares) | 124.5M shares | 132.5M shares | |
| Common stock, outstanding (in shares) | 124.5M shares | 132.5M 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.11
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Net (loss) income | -$70.0M | $54.0M | -$2.3M |
| Amortization of premiums, discounts, and debt issuance costs, net | $13.0M | $12.2M | $17.9M |
| Depreciation and amortization of non-financial assets | $10.1M | $11.9M | $14.9M |
| Originations of held-for-sale loans | -$1.9B | -$1.6B | -$774.6M |
| Purchases of held-for-sale loans | -$14.6B | -$7.1B | -$2.0B |
| Proceeds from sales of held-for-sale loans | $6.0B | $2.8B | $781.4M |
| Principal payments on held-for-sale loans | $264.7M | $112.1M | $52.1M |
| Net settlements of derivatives | $62.9M | -$74.4M | $11.1M |
| Non-cash equity award compensation expense and other | $17.2M | $20.7M | $19.1M |
| Market valuation adjustments | -$43.0M | -$108.4M | -$35.8M |
| Realized losses (gains), net | $608.0K | -$307.0K | -$1.7M |
| Accrued interest receivable and other assets | $103.6M | -$40.7M | -$41.2M |
| Accrued interest payable and accrued expenses and other liabilities | -$18.1M | $24.2M | -$10.3M |
| Net cash used in operating activities | -$10.1B | -$5.9B | -$2.0B |
| Originations of loan investments | -$632.8M | -$120.7M | -$806.9M |
| Proceeds from sales of loan investments | $100.6M | $94.3M | $45.7M |
| Principal payments on loan investments | $4.7B | $2.8B | $1.5B |
| Purchases of real estate securities | -$257.3M | -$234.8M | -$9.9M |
| Proceeds from sales of real estate securities | $385.4M | $2.8M | $143.9M |
| Principal payments on real estate securities | $15.9M | $8.5M | $1.1M |
| Repayments from servicer advance investments, net | $5.5M | $357.0K | $55.8M |
| Purchases of HEI | -$13.0M | -$2.0M | -$108.1M |
| Repayments on HEI | $32.4M | $49.6M | $43.0M |
| Proceeds from sales of HEI | $262.4M | $0 | $0 |
| Other investing activities, net | -$30.6M | -$27.9M | -$5.0M |
| Net cash provided by investing activities | $4.5B | $2.5B | $908.7M |
| Proceeds from borrowings on debt obligations | $17.4B | $10.0B | $3.7B |
| Repayments on borrowings on debt obligations | -$16.1B | -$9.8B | -$4.2B |
| Proceeds from issuance of asset-backed securities | $9.0B | $5.3B | $2.5B |
| Repayments on asset-backed securities issued | -$4.4B | -$2.2B | -$872.7M |
| Debt issuance costs paid | -$22.2M | -$16.7M | -$3.2M |
| Net proceeds from issuance of common stock | $434.0K | $462.0K | $124.5M |
| Net proceeds from issuance of preferred stock | $0 | $0 | $66.9M |
| Payments for repurchase of common stock | -$51.8M | $0 | $0 |
| Taxes paid on equity award distributions | -$5.3M | -$5.0M | -$5.4M |
| Dividends paid on common stock | -$99.0M | -$92.9M | -$88.4M |
| Dividends paid on preferred stock | -$7.0M | -$7.0M | -$5.2M |
| Other financing activities, net | -$750.0K | -$1.9M | -$6.9M |
| Net cash provided by (used in) financing activities | $5.7B | $3.3B | $1.1B |
| Net increase (decrease) in cash and cash equivalents | $136.2M | -$55.9M | $39.4M |
| Interest | $1.1B | $811.4M | $603.3M |
| Taxes paid (refunded), net | $8.8M | $4.1M | -$1.4M |
| Retention of mortgage servicing rights from loan securitizations and sales | $2.4M | $1.3M | $0 |
| Dividends declared but not paid on preferred stock | $1.5M | $1.5M | $1.5M |
| Transfers from loans held-for-sale to loans held-for-investment | $8.8B | $5.7B | $2.8B |
| Transfers from loans held-for-investment to loans held-for-sale | $2.1B | $14.9M | $28.0M |
| Transfers from residential loans to real estate owned | $144.8M | $22.6M | $100.3M |
| Consolidation of securitized CAFL bridge loans at issuance | $293.6M | $287.6M | $0 |
| Consolidation of CAFL bridge ABS | $568.2M | $285.0M | $0 |
| Deconsolidation of securitized reperforming loans | $1.2B | $0 | $0 |
| Deconsolidation of securitized reperforming ABS | $988.4M | $0 | $0 |
| Operating lease right-of-use assets obtained in exchange for operating lease liabilities | $3.1M | $282.0K | $478.0K |
| Reduction in operating lease liabilities due to lease modification | $0 | $0 | $274.0K |
No quarter-by-quarter statement was filed.
Leadership
Who has led REDWOOD TRUST INC, and when. Pick a name to see everywhere that person has worked.
President
Chief financial officer
Chief operating officer
- Chief executive officerChristopher J. Abate May 24, 2018 to now15
- Chief executive officerMartin S. Hughes May 19, 2010 to Mar 1, 201816
- Chief executive officerE. Bull George Jan 24, 2006 to Feb 26, 201017
- ChairE. Bull George Jan 24, 2006 to Feb 26, 201017
- PresidentDashiell I. Robinson Sep 28, 2017 to now18
- PresidentChristopher J. Abate Dec 16, 2016 to Mar 1, 201819
- PresidentBrett D. Nicholas May 1, 2012 to May 3, 201620
- PresidentMartin S. Hughes Dec 11, 2009 to May 4, 201021
- PresidentDouglas B. Hansen Feb 24, 2006 to May 28, 200822
- PresidentHarold F. Zagunis Nov 30, 2006 to May 2, 200823
- Chief financial officerBrooke Carillo Jun 1, 2021 to now24
- Chief financial officerCollin Lee Cochrane Sep 5, 2017 to May 5, 202125
- Chief financial officerChristopher J. Abate Mar 30, 2012 to May 2, 201726
- Chief financial officerDiane Merdian Apr 5, 2010 to Dec 8, 201127
- Chief financial officerMartin S. Hughes Nov 21, 2008 to Feb 26, 201028
- Chief financial officerHarold F. Zagunis Feb 24, 2006 to Aug 31, 200629
- Chief operating officerMartin S. Hughes May 4, 2010 to May 4, 201030
- Chief operating officerBrett D. Nicholas May 30, 2008 to Dec 8, 201131
Board members and other officers (36)
- Controller, Managing DirectorBondar Lola Aug 2, 2018 to Mar 4, 201932
- Chief Human Resource OfficerSasha G. Macomber Dec 3, 2018 to now33
- OfficerGarnet W. Kanouse May 19, 2017 to Dec 13, 201934
- Chief Investment OfficerShoshone (bo) Stern Sep 1, 2016 to Dec 20, 201935
- Controller, Managing DirectorCollin Lee Cochrane Mar 19, 2013 to Dec 21, 202336
- Managing DirectorJohn Isbrandtsen Apr 2, 2010 to Dec 11, 201237
- Legal CounselAndrew P. Stone Apr 6, 2010 to May 3, 201638
- Managing DirectorFred Matera Apr 6, 2010 to Dec 21, 202339
- Controller, Managing DirectorChristopher J. Abate Jan 30, 2009 to Jan 3, 201240
- Managing DirectorHarold F. Zagunis Dec 11, 2008 to Dec 11, 201241
- Vice PresidentAndrew Sirkis Feb 24, 2006 to Nov 21, 200742
- Vice PresidentBrett D. Nicholas Feb 24, 2006 to May 4, 201043
- Vice PresidentLoren R. Picard Feb 24, 2006 to Nov 30, 200644
- Vice PresidentMartin S. Hughes Feb 24, 2006 to Jan 18, 200845
- ControllerRay Siva Jackson May 12, 2006 to Jun 2, 200846
- Board memberDoneene K. Damon Nov 3, 2023 to now47
- Board memberArmando Falcon Mar 30, 2021 to now48
- Board memberFaith A. Schwartz Mar 30, 2021 to now49
- Board memberDashiell I. Robinson Dec 16, 2021 to now50
- Board memberGeorge W. Madison Jul 1, 2020 to Sep 29, 202351
- Board memberFred Matera Mar 1, 2019 to Nov 3, 202052
- Board memberChristopher J. Abate Dec 14, 2017 to now53
- Board memberHorvath D. Debora Mar 25, 2016 to now54
- Board memberKaren R. Pallotta Dec 19, 2014 to May 22, 201855
- Board memberMartin S. Hughes May 3, 2011 to Mar 1, 201856
- Board memberE. Bull George Jan 5, 2009 to Jul 2, 201257
- Board memberJeffrey T. Pero Nov 16, 2009 to May 18, 202258
- Board memberDiane Merdian Aug 25, 2008 to Aug 31, 200959
- Board memberDouglas B. Hansen Feb 24, 2006 to now22
- Board memberGreg H. Kubicek Mar 8, 2006 to now60
- Board memberGeorganne Proctor Mar 13, 2006 to now61
- Board memberCharles J. Toeniskoetter May 12, 2006 to May 17, 201662
- Board memberDavid Tyler May 12, 2006 to May 11, 201063
- Board memberMariann H. Byerwalter May 12, 2006 to May 22, 202064
- Board memberRichard Baum May 12, 2006 to May 18, 202265
- General counselAndrew P. Stone Dec 11, 2012 to now66
Subsidiaries and ownership
Subsidiaries (GLEIF)
Also consolidated
Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record.
Timeline
Filings
444 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 98 major events, 228 insider forms, 29 large holders, 69 other. The latest 20:
- Oct 13, 20268-K EDGAR
- Oct 6, 2026SCHEDULE 13G/A EDGAR
- Sep 30, 20264 PRIMARY DOCUMENT EDGAR
- Sep 30, 20264 PRIMARY DOCUMENT EDGAR
- Sep 25, 2026SCHEDULE 13D EDGAR
- Sep 21, 20264 PRIMARY DOCUMENT EDGAR
- Sep 21, 20264 PRIMARY DOCUMENT EDGAR
- Sep 18, 20264/A OWNERSHIP DOCUMENT EDGAR
- Sep 16, 20264 PRIMARY DOCUMENT EDGAR
- Sep 16, 2026SCHEDULE 13G EDGAR
- Sep 15, 20264 PRIMARY DOCUMENT EDGAR
- Sep 15, 20264 PRIMARY DOCUMENT EDGAR
- Sep 15, 20268-K EDGAR
- Sep 15, 20264 OWNERSHIP DOCUMENT EDGAR
- Sep 10, 20268-K EDGAR
- Aug 20, 2026SCHEDULE 13G EDGAR
- Aug 13, 2026SCHEDULE 13G/A EDGAR
- Aug 6, 2026SCHEDULE 13G/A EDGAR
- Aug 6, 2026S-8 EDGAR
- Aug 6, 2026SCHEDULE 13G/A EDGAR
The 444 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
13 open-market trades by officers, directors and large owners since October 2021: 9 buys and 4 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Sep 21, 2026 | Macomber Sasha G.Chief Human Resource Officer | Buy | 4,895 | $4.08 | $20.0K | Form 4 |
| Sep 21, 2026 | Stone Andrew PChief Legal Officer | Buy | 5,000 | $4.12 | $20.6K | Form 4 |
| Sep 16, 2026 | Robinson Dashiell IPresident | Buy | 63,211 | $3.98 | $251.6K | Form 4 |
| Sep 15, 2026 | Carillo BrookeChief Financial Officer | Buy | 26,065 | $3.85 | $100.3K | Form 4 |
| Sep 15, 2026 | KUBICEK GREG HDirector | Buy | 50,000 | $3.85 | $192.5K | Form 4 |
| Sep 15, 2026 | Abate Christopher JChief Executive Officer | Buy | 100,000 | $3.84 | $384.0K | Form 4 |
| Sep 15, 2026 | Abate Christopher JChief Executive Officer | Buy | 100,000 | $3.84 | $384.0K | Form 4 |
| Dec 23, 2024 | Stone Andrew PChief Legal Officer | Sale | 13,844 | $6.50 | $90.0K | Form 4 |
| May 30, 2024 | Carillo BrookeChief Financial Officer | Buy | 15,000 | $6.25 | $93.8K | Form 4 |
| Dec 20, 2022 | COCHRANE COLLIN L.Chief Accounting Officer | Sale | 11,706 | $6.86 | $80.3K | Form 4 |
| Dec 20, 2022 | Stone Andrew PChief Legal Officer | Sale | 7,000 | $6.86 | $48.0K | Form 4 |
| Dec 20, 2021 | Stone Andrew PChief Legal Officer | Sale | 9,936 | $12.20 | $121.2K | Form 4 |
| Nov 5, 2021 | Macomber Sasha G.Chief Human Resource Officer | Buy | 933 | $13.83 | $12.9K | 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.
- Wellington Management CompanySCHEDULE 13G/A, 9 filings Feb 8, 2024 to Oct 6, 202667
- Howard AmsterSCHEDULE 13D, 1 filing Sep 25, 202668
- Bay Pond Partners, L.P.SCHEDULE 13G, 6 filings Apr 15, 2024 to Sep 16, 202669
- Bay Pond Investors (Bermuda) L.P.SCHEDULE 13G, 1 filing Aug 20, 202670
- BlackRockSCHEDULE 13G/A, 1 filing Aug 6, 202671
- VANGUARD CAPITAL MANAGEMENT LLCSCHEDULE 13G, 1 filing Apr 30, 202672
- VANGUARD GROUP INCSCHEDULE 13G/A, 5 filings Feb 10, 2022 to Mar 27, 202673
- FMR LLCSC 13G/A, 2 filings Feb 9, 2022 to Feb 9, 202374
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. | 20,284,103 | $96.1M | 0.0% | +125,274 |
| Wellington Management Group Llp | 8,735,371 | $41.4M | 0.0% | −2,311,127 |
| Vanguard Capital Management LLC | 5,577,601 | $26.4M | 0.0% | −129,689 |
| State Street Corp | 5,216,721 | $24.7M | 0.0% | +254,399 |
| Invesco Ltd. | 3,335,617 | $15.8M | 0.0% | +589,190 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,270,329 | $15.5M | 0.0% | +115,985 |
| Geode Capital Management, LLC | 3,268,892 | $15.5M | 0.0% | +131,274 |
| Vanguard Portfolio Management LLC | 3,029,131 | $14.4M | 0.0% | +119,397 |
| Boston Partners | 2,341,889 | $11.3M | 0.0% | −113,074 |
| Charles Schwab Investment Management Inc | 2,046,110 | $9.7M | 0.0% | −130,558 |
| Raymond James Financial Inc | 1,775,121 | $8.4M | 0.0% | −10,467 |
| Evergreen Capital Management LLC | 1,677,025 | $7.9M | 0.1% | −1,716 |
| Ameriprise Financial Inc | 1,659,487 | $7.9M | 0.0% | +1,432,107 |
| Northern Trust Corp | 1,476,203 | $7.0M | 0.0% | +90,561 |
| Morgan Stanley | 1,377,977 | $6.5M | 0.0% | +371,356 |
| Nordea Investment Management Ab | 1,141,958 | $5.6M | 0.0% | +264,578 |
| Van Eck Associates Corp | 975,636 | $4.6M | 0.0% | −120,612 |
| Prudential Financial Inc | 951,425 | $4.5M | 0.0% | +378,660 |
| Qube Research & Technologies Ltd | 908,290 | $4.3M | 0.0% | +568,280 |
| Vanguard Fiduciary Trust Co | 833,918 | $4.0M | 0.0% | +33,410 |
| Bank of New York Mellon Corp | 714,220 | $3.4M | 0.0% | +2,627 |
| Tran Capital Management, L.P. | 628,267 | $3.0M | 0.3% | −77,909 |
| Principal Financial Group Inc | 605,189 | $2.9M | 0.0% | +131 |
| Victory Capital Management Inc | 564,139 | $2.7M | 0.0% | +243,313 |
| Segall Bryant & Hamill, LLC | 561,509 | $2.7M | 0.0% | New |
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 |
|---|---|---|---|---|---|
| Jul 12, 2023 | Daniel S. GoldmanDemocratic, House | Sale | $1,001 - $15,000 | +124.4% | Report |
| Jun 16, 2022 | Christopher L. Jacobs, House | Buy | $15,001 - $50,000 | −164.6% | 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 EDGARDashiell I. Robinson, President
- 19SEC EDGARChristopher J. Abate, President
- 20SEC EDGARBrett D. Nicholas, President
- 21SEC EDGARMartin S. Hughes, President
- 22SEC EDGARDouglas B. Hansen, President
- 23SEC EDGARHarold F. Zagunis, President
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- 34SEC EDGARGarnet W. Kanouse, Officer
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- 37SEC EDGARJohn Isbrandtsen, Managing Director
- 38SEC EDGARAndrew P. Stone, Legal Counsel
- 39SEC EDGARFred Matera, Managing Director
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- 41SEC EDGARHarold F. Zagunis, Managing Director
- 42SEC EDGARAndrew Sirkis, Vice President
- 43SEC EDGARBrett D. Nicholas, Vice President
- 44SEC EDGARLoren R. Picard, Vice President
- 45SEC EDGARMartin S. Hughes, Vice President
- 46SEC EDGARRay Siva Jackson, Controller
- 47SEC EDGARDoneene K. Damon, Board member
- 48SEC EDGARArmando Falcon, Board member
- 49SEC EDGARFaith A. Schwartz, Board member
- 50SEC EDGARDashiell I. Robinson, Board member
- 51SEC EDGARGeorge W. Madison, Board member
- 52SEC EDGARFred Matera, Board member
- 53SEC EDGARChristopher J. Abate, Board member
- 54SEC EDGARHorvath D. Debora, Board member
- 55SEC EDGARKaren R. Pallotta, Board member
- 56SEC EDGARMartin S. Hughes, Board member
- 57SEC EDGARE. Bull George, Board member
- 58SEC EDGARJeffrey T. Pero, Board member
- 59SEC EDGARDiane Merdian, Board member
- 60SEC EDGARGreg H. Kubicek, Board member
- 61SEC EDGARGeorganne Proctor, Board member
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- 63SEC EDGARDavid Tyler, Board member
- 64SEC EDGARMariann H. Byerwalter, Board member
- 65SEC EDGARRichard Baum, Board member
- 66SEC EDGARAndrew P. Stone, General counsel
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