UVE on NYSE
UNIVERSAL INSURANCE HOLDINGS, INC.
American fire company that raised $100 million in 2021 (SEC Form D). Summary from the record
Price unavailable
Last updated Oct 19, 2026.
Overview
Compare with CNA Financial, Root, Inc. or HORACE MANN EDUCATORS CORP /DE/, or pick any stock.
- TickerUVE on NYSE2
- IndustryFire, Marine & Casualty Insurance2
- HeadquartersFort Lauderdale, United States2
- Incorporated inDE3
- Business address1110 W. Commercial Blvd., Suite 100, Fort Lauderdale, Fl 333093
- Filer categoryLarge accelerated filer3
- Legal formCorporation2
- LEI529900GGAZ6WVUCWQM462
- StatusActive2
- LEI statusLapsed (not renewed)2
- Registered addressc/o CORPORATION SERVICE COMPANY, 251 LITTLE FALLS DRIVE, 19808 Wilmington, United States2
- Registered withDivision of Corporations, Department of State, 22465442
See how the biggest companies compare on our leaderboards
Universal Insurance Holdings, Inc. (“UVE,” and together with its wholly-owned subsidiaries, “we,” “our,” “us,” or the “Company”) is a holding company offering property and casualty insurance and value-added insurance services. We develop, market, and underwrite insurance products for consumers predominantly in the personal residential homeowners lines of business and perform substantially all other insurance-related services for our primary insurance entities, including risk management, claims management, and distribution. Our primary insurance entities, Universal Property & Casualty Insurance Company (“UPCIC”) and American Platinum Property and Casualty Insurance Company (“APPCIC” and together with UPCIC, the “Insurance Entities”), offer insurance products through both our appointed independent agent network and our online distribution channels across our multi-state footprint (primaril…4 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
11.4%Net margin5
5.5%Revenue growth, 20255
33.2%Return on equity5
0.18×Debt to equity5
$377.1MFree cash flow5
Where the money goes
Where each dollar of revenue went, fiscal 2025
- Other costs85¢$1.4B
- Income tax4¢$60.1M
- Profit11¢$183.0M
Out of $1.6B in revenue.5
Where each dollar of operating cash went, fiscal 2025
- Capital spending1¢$4.4M
- Dividends paid6¢$22.2M
- Share buybacks6¢$22.4M
- Kept or used elsewhere87¢$332.5M
Out of $381.5M of cash from operations.5
Financial statements
Every line of the income statement as filed: the last 3 fiscal years (annual) or 12 quarters (quarterly), latest first.5
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Direct premiums written | $2.1B | $2.1B | $1.9B |
| Change in unearned premium | -$31.5M | -$69.9M | -$46.7M |
| Direct premium earned | $2.1B | $2.0B | $1.9B |
| Ceded premium earned | -$669.7M | -$626.7M | -$623.2M |
| Premiums earned, net | $1.4B | $1.4B | $1.3B |
| Net investment income | $70.6M | $59.1M | $48.4M |
| Net realized gains (losses) on investments | $5.7M | -$1.3M | -$1.2M |
| Net change in unrealized gains (losses) on investments | -$1.2M | $9.9M | $12.0M |
| Commission revenue | $61.3M | $51.8M | $54.1M |
| Policy fees | $20.1M | $19.5M | $18.9M |
| Other revenue | $8.3M | $8.4M | $7.4M |
| Total revenues | $1.6B | $1.5B | $1.4B |
| Losses and loss adjustment expenses | $985.9M | $1.1B | $992.6M |
| Policy acquisition costs | $250.2M | $208.0M | |
| Other operating costs and expenses | $118.3M | $108.6M | $96.1M |
| Total operating costs and expenses | $1.4B | $1.4B | $1.3B |
| Interest and amortization of debt issuance costs | $6.4M | $6.5M | $6.5M |
| INCOME (LOSS) BEFORE INCOME TAX EXPENSE (BENEFIT) | $243.1M | $84.6M | $88.3M |
| Income tax expense (benefit) | $60.1M | $25.7M | $21.5M |
| NET INCOME (LOSS) | $183.0M | $58.9M | $66.8M |
| Basic earnings (loss) per common share (in USD per share) | $6.56 | $2.07 | $2.24 |
| Weighted average common shares outstanding - Basic (in shares) | 27.9M shares | 28.5M shares | 29.8M shares |
| Diluted earnings (loss) per common share (in USD per share) | $6.32 | $2.01 | $2.22 |
| Weighted average common shares outstanding - Diluted (in shares) | 29.0M shares | 29.3M shares | 30.1M shares |
| Cash dividend declared per common share (in USD per share) | $0.77 | $0.77 | $0.77 |
| Period ending | 2025-12-31 | 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 | 2023-03-31 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Direct premiums written | $483.7M | |||||||||||
| Ceded premium earned | -$174.5M | -$13.6M | ||||||||||
| Premiums earned, net | $363.4M | $359.7M | $360.2M | $355.7M | $348.4M | $345.7M | $345.0M | $334.0M | ||||
| Net investment income | $19.0M | $18.3M | $17.3M | $16.1M | $15.6M | $15.4M | $14.7M | $13.5M | ||||
| Total revenues | $407.9M | $401.0M | $400.1M | $394.9M | $384.8M | $387.6M | $380.2M | $368.0M | ||||
| Policy acquisition costs | $233.4M | |||||||||||
| Total operating costs and expenses | $317.9M | $346.6M | $352.1M | $337.8M | $375.9M | $404.1M | $330.7M | $318.9M | ||||
| NET INCOME (LOSS) | $66.6M | $39.8M | $35.1M | $41.4M | $6.0M | -$16.2M | $35.4M | $33.7M | ||||
| Basic earnings (loss) per common share (in USD per share) | $2.40 | $1.43 | $1.25 | $1.48 | $0.21 | -$0.57 | $1.24 | $1.17 | ||||
| Diluted earnings (loss) per common share (in USD per share) | $2.28 | $1.38 | $1.21 | $1.44 | $0.21 | -$0.57 | $1.21 | $1.14 | ||||
| Cash dividend declared per common share (in USD per share) | $0.29 | $0.16 | $0.16 | $0.16 | $0.29 | $0.16 | $0.16 | $0.16 | $0.29 | $0.16 | $0.16 | $0.16 |
Every line of the balance sheet as filed: the last 4 fiscal years (annual) or 4 quarters (quarterly), latest first.5
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Available-for-sale debt securities, at fair value, net of allowance for credit losses of $631 and $1,018 (amortized cost: $1,466,145 and $1,353,532) | $1.4B | $1.3B | ||
| Equity securities, at fair value (cost: $87,326 and $79,917) | $85.4M | $77.8M | ||
| Other investments, at fair value (cost: $5,000 and $8,794) | $10.7M | $16.1M | ||
| Investment real estate, net | $5.5M | $8.3M | ||
| Total invested assets | $1.5B | $1.4B | ||
| Cash and cash equivalents | $408.9M | $259.4M | $397.3M | |
| Restricted cash and cash equivalents | $69.0M | $2.6M | $2.6M | |
| Prepaid reinsurance premiums | $291.0M | $262.7M | ||
| Reinsurance recoverable | $232.9M | $627.6M | ||
| Premiums receivable, net | $75.7M | $77.9M | ||
| Property and equipment, net | $49.3M | $48.7M | ||
| Deferred policy acquisition costs | $128.6M | $121.2M | $110.0M | $103.7M |
| Deferred income tax asset, net | $27.7M | $42.2M | ||
| Other assets | $24.0M | $28.2M | ||
| Total assets | $2.8B | $2.8B | ||
| Unpaid losses and loss adjustment expenses | $680.7M | $959.3M | $510.1M | $1.0B |
| Unearned premiums | $1.1B | $1.1B | $990.6M | |
| Advance premium | $61.8M | $46.2M | ||
| Income taxes payable | $28.6M | $6.6M | ||
| Reinsurance payable, net | $257.2M | $220.3M | ||
| Commission payable | $26.3M | $25.9M | ||
| Other liabilities and accrued expenses | $41.6M | $48.6M | ||
| Debt, net of issuance costs | $100.5M | $101.2M | ||
| Total liabilities | $2.3B | $2.5B | ||
| Cumulative convertible preferred stock | $0 | $0 | ||
| Common stock | $482.0K | $475.0K | ||
| Treasury shares, at cost - 20,226 and 19,382 | -$305.1M | -$282.7M | ||
| Additional paid-in capital | $124.3M | $121.8M | ||
| Accumulated other comprehensive income (loss), net of taxes | -$26.2M | -$63.2M | ||
| Retained earnings | $757.4M | $596.9M | ||
| Total stockholders equity | $551.0M | $373.2M | $341.3M | $287.9M |
| Total liabilities and stockholders equity | $2.8B | $2.8B | ||
| Available-for-sale securities, allowance for credit loss | $631.0K | $1.0M | $566.0K | |
| Available for sale debt securities, amortized cost | $1.5B | $1.4B | ||
| Equity securities, amortized cost | $87.3M | $79.9M | ||
| Other investments, cost | $5.0M | $8.8M | ||
| Cumulative convertible preferred stock, par value (in USD per share) | $0.01 | $0.01 | ||
| Cumulative convertible preferred stock, shares authorized (in shares) | 1.0M shares | 1.0M shares | ||
| Cumulative convertible preferred stock, shares issued (in shares) | 10.0K shares | 10.0K shares | ||
| Cumulative convertible preferred stock, shares outstanding (in shares) | 10.0K shares | 10.0K shares | ||
| Cumulative convertible preferred stock, minimum liquidation preference (in USD per share) | $10 | $10 | ||
| Common stock, par value (in USD per share) | $0.01 | $0.01 | ||
| Common stock, shares authorized (in shares) | 55.0M shares | 55.0M shares | ||
| Common stock, shares issued (in shares) | 48.2M shares | 47.5M shares | ||
| Common stock, shares outstanding (in shares) | 28.0M shares | 28.1M shares | ||
| Treasury stock, shares (in shares) | 20.2M shares | 19.4M shares |
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Available-for-sale debt securities, at fair value, net of allowance for credit losses of $631 and $1,018 (amortized cost: $1,466,145 and $1,353,532) | $1.4B | $1.3B | ||
| Equity securities, at fair value (cost: $87,326 and $79,917) | $85.4M | $77.8M | ||
| Other investments, at fair value (cost: $5,000 and $8,794) | $10.7M | $16.1M | ||
| Investment real estate, net | $5.5M | $8.3M | ||
| Total invested assets | $1.5B | $1.4B | ||
| Cash and cash equivalents | $408.9M | $259.4M | $397.3M | |
| Restricted cash and cash equivalents | $69.0M | $2.6M | $2.6M | |
| Prepaid reinsurance premiums | $291.0M | $262.7M | ||
| Reinsurance recoverable | $232.9M | $627.6M | ||
| Premiums receivable, net | $75.7M | $77.9M | ||
| Property and equipment, net | $49.3M | $48.7M | ||
| Deferred policy acquisition costs | $128.6M | $121.2M | $110.0M | $103.7M |
| Deferred income tax asset, net | $27.7M | $42.2M | ||
| Other assets | $24.0M | $28.2M | ||
| Total assets | $2.8B | $2.8B | ||
| Unpaid losses and loss adjustment expenses | $680.7M | $959.3M | $510.1M | $1.0B |
| Unearned premiums | $1.1B | $1.1B | $990.6M | |
| Advance premium | $61.8M | $46.2M | ||
| Income taxes payable | $28.6M | $6.6M | ||
| Reinsurance payable, net | $257.2M | $220.3M | ||
| Commission payable | $26.3M | $25.9M | ||
| Other liabilities and accrued expenses | $41.6M | $48.6M | ||
| Debt, net of issuance costs | $100.5M | $101.2M | ||
| Total liabilities | $2.3B | $2.5B | ||
| Cumulative convertible preferred stock | $0 | $0 | ||
| Common stock | $482.0K | $475.0K | ||
| Treasury shares, at cost - 20,226 and 19,382 | -$305.1M | -$282.7M | ||
| Additional paid-in capital | $124.3M | $121.8M | ||
| Accumulated other comprehensive income (loss), net of taxes | -$26.2M | -$63.2M | ||
| Retained earnings | $757.4M | $596.9M | ||
| Total stockholders equity | $551.0M | $373.2M | $341.3M | $287.9M |
| Total liabilities and stockholders equity | $2.8B | $2.8B | ||
| Available-for-sale securities, allowance for credit loss | $631.0K | $1.0M | $566.0K | |
| Available for sale debt securities, amortized cost | $1.5B | $1.4B | ||
| Equity securities, amortized cost | $87.3M | $79.9M | ||
| Other investments, cost | $5.0M | $8.8M | ||
| Cumulative convertible preferred stock, par value (in USD per share) | $0.01 | $0.01 | ||
| Cumulative convertible preferred stock, shares authorized (in shares) | 1.0M shares | 1.0M shares | ||
| Cumulative convertible preferred stock, shares issued (in shares) | 10.0K shares | 10.0K shares | ||
| Cumulative convertible preferred stock, shares outstanding (in shares) | 10.0K shares | 10.0K shares | ||
| Cumulative convertible preferred stock, minimum liquidation preference (in USD per share) | $10 | $10 | ||
| Common stock, par value (in USD per share) | $0.01 | $0.01 | ||
| Common stock, shares authorized (in shares) | 55.0M shares | 55.0M shares | ||
| Common stock, shares issued (in shares) | 48.2M shares | 47.5M shares | ||
| Common stock, shares outstanding (in shares) | 28.0M shares | 28.1M shares | ||
| Treasury stock, shares (in shares) | 20.2M shares | 19.4M 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.5
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Net income (loss) | $183.0M | $58.9M | $66.8M |
| Bad debt expense | $3.5M | $548.0K | $504.0K |
| Depreciation and amortization | $6.4M | $6.1M | $7.3M |
| Amortization of share-based compensation | $8.7M | $8.1M | $2.9M |
| Amortization of debt issuance costs | $708.0K | $708.0K | $708.0K |
| Provision for (or reversal of) credit losses on available-for-sale debt securities | -$386.0K | $452.0K | -$354.0K |
| Book overdraft increase (decrease) | $0 | -$14.6M | $14.6M |
| Net realized (gains) losses on sale of investments | -$5.7M | $1.3M | $1.2M |
| Net change in unrealized (gains) losses on investments | $1.2M | -$9.9M | -$12.0M |
| Amortization of premium/accretion of discount, net | $624.0K | $3.8M | $6.6M |
| Deferred income taxes | $2.6M | -$2.6M | $4.4M |
| Excess tax (benefit) shortfall from share-based compensation | -$1.1M | $1.2M | -$20.0K |
| Loss (gain) on disposal of assets | $128.0K | $104.0K | $642.0K |
| Prepaid reinsurance premiums | -$28.3M | -$26.5M | $46.2M |
| Reinsurance recoverable | $394.7M | -$408.5M | $589.7M |
| Income taxes payable | $23.1M | -$530.0K | $5.9M |
| Premiums receivable, net | $81.0K | -$1.4M | -$8.0M |
| Accrued investment income | -$2.0M | -$1.6M | -$1.3M |
| Income taxes recoverable | $0 | $0 | $1.5M |
| Deferred policy acquisition costs | -$7.4M | -$11.2M | -$6.3M |
| Other assets | $4.9M | -$8.0M | -$3.0M |
| Unpaid losses and loss adjustment expenses | -$278.6M | $449.2M | -$528.7M |
| Unearned premiums | $31.5M | $69.9M | $46.7M |
| Commission payable | $376.0K | $4.9M | $2.4M |
| Reinsurance payable, net | $36.9M | $28.5M | -$192.7M |
| Other liabilities and accrued expenses | -$8.9M | -$9.1M | $31.5M |
| Advance premium | $15.6M | -$2.4M | -$6.3M |
| Net cash provided by (used in) operating activities | $381.5M | $137.4M | $71.0M |
| Proceeds from sale of property and equipment | $40.0K | $108.0K | $42.0K |
| Purchases of property and equipment | -$4.4M | -$7.4M | -$4.0M |
| Purchases of equity securities | -$29.0M | -$3.2M | -$33.5M |
| Purchases of available-for-sale debt securities | -$430.1M | -$384.9M | -$146.4M |
| Purchases of other investments | -$1.0M | $0 | -$4.8M |
| Purchases of investment real estate, net | $0 | -$2.8M | $0 |
| Proceeds from sales of equity securities | $22.1M | $13.9M | $45.1M |
| Proceeds from sales of available-for-sale debt securities | $126.6M | $49.1M | $19.2M |
| Proceeds from sale of other investments | $11.5M | $0 | $0 |
| Maturities of available-for-sale debt securities | $190.8M | $107.1M | $109.1M |
| Net cash provided by (used in) investing activities | -$113.6M | -$228.1M | -$15.3M |
| Preferred stock dividend | -$10.0K | -$10.0K | -$10.0K |
| Common stock dividend | -$22.2M | -$22.3M | -$23.3M |
| Purchase of treasury stock, inclusive of excise taxes paid | -$22.4M | -$21.9M | -$22.0M |
| Payments related to tax withholding for share-based compensation | -$6.1M | -$1.4M | -$339.0K |
| Repayment of debt | -$1.5M | -$1.5M | -$1.5M |
| Net cash provided by (used in) financing activities | -$52.1M | -$47.1M | -$47.1M |
| Net increase (decrease) during the period | $215.8M | -$137.9M | $8.6M |
| Interest paid | $5.7M | $5.8M | $5.8M |
| Income taxes paid | $35.6M | $27.6M | $9.7M |
| Income tax refund | $0 | $0 | $5.0K |
No quarter-by-quarter statement was filed.
Compare UNIVERSAL INSURANCE HOLDINGS, INC. with another company
Leadership
Who has led UNIVERSAL INSURANCE HOLDINGS, INC., and when. Pick a name to see everywhere that person has worked.
Chief financial officer
Chief operating officer
2010201520202025
- Chief executive officerStephen Donaghy Aug 6, 2019 to now13
- Chief executive officerSean P. Downes Apr 1, 2013 to Jun 14, 201914
- Chief executive officerBradley I. Meier Jun 26, 2007 to Jun 25, 201215
- ChairSean P. Downes Aug 8, 2023 to now16
- PresidentSean P. Downes Apr 1, 2013 to Mar 2, 201614
- PresidentBradley I. Meier Aug 8, 2007 to Aug 8, 200717
- Chief financial officerFrank Wilcox Oct 1, 2013 to now18
- Chief financial officerGeorge R. Deheer Oct 6, 2010 to Sep 23, 201319
- Chief financial officerJames M. Lynch Jun 13, 2006 to May 26, 201020
- Chief operating officerStephen Donaghy Apr 5, 2016 to Mar 8, 201921
- Chief operating officerSean P. Downes Jun 9, 2006 to Jun 27, 201122
Board members and other officers (23)
- Principal Accounting OfficerGary Lloyd Ropiecki Mar 21, 2023 to now23
- CIOKimberly D. Cooper Jun 12, 2015 to now24
- SVP and CO OfficerSean P. Downes Apr 5, 2012 to Feb 6, 201325
- See General RemarksBradley I. Meier Jun 27, 2011 to Jun 27, 201126
- Executive V.P., URA Inc.Stephen Donaghy May 27, 2010 to Jan 5, 201627
- SecretaryNorman M. Meier Jun 9, 2006 to Aug 10, 200728
- Board memberCarol G. Barton Jun 20, 2024 to now29
- Board memberShannon A. Brown Nov 9, 2022 to now30
- Board memberFrancis Xavier McCahill Iii. Aug 11, 2021 to now31
- Board memberMarlene Gordon Jul 2, 2020 to now32
- Board memberStephen Donaghy Oct 29, 2020 to now33
- Board memberKimberly D. Cooper Nov 29, 2018 to now34
- Board memberRalph J. Palmieri Jun 10, 2014 to Mar 18, 201935
- Board memberRichard D. Peterson Jun 10, 2014 to now36
- Board memberDarryl L. Lewis Jul 10, 2013 to Aug 3, 201837
- Board memberScott P. Callahan Jul 10, 2013 to now38
- Board memberMichael Pietrangelo Apr 5, 2010 to now39
- Board memberBradley I. Meier Jun 26, 2007 to Jun 25, 201215
- Board memberOzzie A. Schindler Aug 9, 2007 to now40
- Board memberJoel Wilentz Jun 9, 2006 to Jun 22, 202341
- Board memberNorman M. Meier Jun 9, 2006 to Jun 27, 201128
- Board memberReed Slogoff Jun 9, 2006 to Mar 13, 201442
- Board memberSean P. Downes Jun 9, 2006 to Jun 15, 202322
Named in SEC Form D filings
People the company listed in its private-offering notices.
Former names
Timeline
Filings
385 filings to the SEC since October 2021: 5 annual reports, 18 quarterly reports, 67 major events, 194 insider forms, 25 large holders, 1 private raises, 75 other. The latest 20:
- Sep 21, 2026424B3 EDGAR
- Sep 18, 2026EFFECT EDGAR
- Sep 11, 2026144 EDGAR
- Sep 11, 20264 EDGAR
- Sep 9, 2026S-4 EDGAR
- Aug 7, 20264 EDGAR
- Aug 5, 2026144 EDGAR
- Jul 30, 20264 EDGAR
- Jul 30, 202610-Q EDGAR
- Jul 23, 20268-K EDGAR
- Jul 8, 20268-K EDGAR
- Jun 29, 202611-K EDGAR
- Jun 18, 20268-K EDGAR
- Jun 15, 20268-K EDGAR
- Jun 12, 20264 EDGAR
- Jun 12, 20264 EDGAR
- Jun 12, 20264 EDGAR
- Jun 12, 20264 EDGAR
- Jun 12, 20264 EDGAR
- Jun 12, 20264 EDGAR
The 385 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
70 open-market trades by officers, directors and large owners since October 2021: 10 buys and 60 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Sep 11, 2026 | DOWNES SEAN PExecutive Chairman | Sale | 20,000 | $43.98 | $879.6K | Form 4 |
| Aug 5, 2026 | DOWNES SEAN PExecutive Chairman | Sale | 20,000 | $44.27 | $885.4K | Form 4 |
| Jun 11, 2026 | DOWNES SEAN PExecutive Chairman | Sale | 20,000 | $38.22 | $764.4K | Form 4 |
| May 15, 2026 | DOWNES SEAN PExecutive Chairman | Sale | 20,000 | $38.73 | $774.5K | Form 4 |
| May 13, 2026 | PIETRANGELO MICHAELDirector | Sale | 4,500 | $39.29 | $176.8K | Form 4 |
| May 12, 2026 | PIETRANGELO MICHAELDirector | Sale | 3,000 | $39.55 | $118.7K | Form 4 |
| Apr 29, 2026 | DOWNES SEAN PExecutive Chairman | Sale | 20,000 | $39.69 | $793.8K | Form 4 |
| Mar 31, 2026 | Campos Kimberly DCIO & CAO | Sale | 946 | $34.12 | $32.3K | Form 4 |
| Mar 30, 2026 | PETERSON RICHARD DDirector | Sale | 2,000 | $34.10 | $68.2K | Form 4 |
| Mar 26, 2026 | Campos Kimberly DCIO & CAO | Sale | 879 | $33.84 | $29.7K | Form 4 |
| Mar 25, 2026 | DOWNES SEAN PExecutive Chairman | Sale | 20,000 | $34.60 | $692.0K | Form 4 |
| Mar 3, 2026 | Campos Kimberly DCIO & CAO | Sale | 1,710 | $35.38 | $60.5K | Form 4 |
| Dec 30, 2025 | Donaghy StephenCEO | Sale | 25,000 | $33.77 | $844.2K | Form 4 |
| Dec 30, 2025 | PETERSON RICHARD DDirector | Sale | 1,855 | $33.61 | $62.3K | Form 4 |
| Dec 29, 2025 | Donaghy StephenCEO | Sale | 25,000 | $34.07 | $851.8K | Form 4 |
| Dec 19, 2025 | DOWNES SEAN PExecutive Chairman | Sale | 20,000 | $33.82 | $676.4K | Form 4 |
| Nov 25, 2025 | DOWNES SEAN PExecutive Chairman | Sale | 20,000 | $33.46 | $669.2K | Form 4 |
| Nov 14, 2025 | Springer JonDirector | Sale | 24,308 | $34.51 | $838.9K | Form 4 |
| Oct 30, 2025 | Springer JonDirector | Sale | 35,435 | $31.41 | $1.1M | Form 4 |
| Oct 29, 2025 | DOWNES SEAN PExecutive Chairman | Sale | 20,000 | $31.40 | $628.0K | Form 4 |
All 70 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.
- VANGUARD GROUP INCSCHEDULE 13G/A, 5 filings Feb 10, 2022 to Mar 27, 202644
- DONALD SMITH & CO., INC.SCHEDULE 13G, 7 filings Feb 5, 2024 to Feb 11, 202645
- Sean P. DownesSCHEDULE 13D/A, 2 filings Jul 25, 2025 to Jul 30, 202546
- DIMENSIONAL FUND ADVISORS LPSCHEDULE 13G/A, 4 filings Feb 8, 2022 to Jul 15, 202547
- Stephen DonaghySCHEDULE 13D, 1 filing Apr 7, 202548
- MILLENNIUM MANAGEMENT LLCSC 13G, 1 filing Sep 21, 202349
Money raised
Private offerings the company reported to the SEC on Form D.
- Nov 23, 2021Raised $100 million in a private offering of debt Form D: 40 investors so far Form D
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.
13F reports cover disclosed long positions in U.S. stocks only.
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
- 11
- 12
- 13
- 14
- 15
- 16SEC EDGARSean P. Downes, Chair
- 17SEC EDGARBradley I. Meier, President
- 18
- 19
- 20
- 21
- 22
- 23
- 24SEC EDGARKimberly D. Cooper, CIO
- 25SEC EDGARSean P. Downes, SVP and CO Officer
- 26
- 27
- 28SEC EDGARNorman M. Meier, Secretary
- 29SEC EDGARCarol G. Barton, Board member
- 30SEC EDGARShannon A. Brown, Board member
- 31
- 32SEC EDGARMarlene Gordon, Board member
- 33SEC EDGARStephen Donaghy, Board member
- 34SEC EDGARKimberly D. Cooper, Board member
- 35SEC EDGARRalph J. Palmieri, Board member
- 36SEC EDGARRichard D. Peterson, Board member
- 37SEC EDGARDarryl L. Lewis, Board member
- 38SEC EDGARScott P. Callahan, Board member
- 39SEC EDGARMichael Pietrangelo, Board member
- 40SEC EDGAROzzie A. Schindler, Board member
- 41SEC EDGARJoel Wilentz, Board member
- 42SEC EDGARReed Slogoff, Board member
- 43
- 44
- 45
- 46
- 47
- 48
- 49