PaySign
✦ Quant Ownership Signal how this is computed
- The number of reporting institutions increased by 3 in the most recent period (2026/Q3).
- Total institutional ownership (as a % of shares) was little changed.
Institutional ownership
- Held by institutions
- 54.73% +0.03pp
- Institutions
- 165 +3
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
DivergingInstitutions added shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Top holders as of 2026-08-06
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 20 buys · 28 sells
| Name | Role | Stake |
|---|---|---|
| Mark Newcomer | Chairperson & CEO | 16.23% |
| Joan Herman | Executive VP of Operations & Executive Director | 1.08% |
| Jeffery Baker | Chief Financial Officer | 0.96% |
| Robert Strobo | General Counsel, Chief Legal Officer & Corporate Secretary | 0.93% |
| Michael Ngo | chief innovation officer | 0.82% |
| Brad Cunningham | Chief Technology Officer | 0.56% |
| Dennis Triplett | Independent Non-Executive Director | 0.51% |
| Bruce Mina | Independent Non-Executive Director | 0.49% |
| Matthew Lanford | COO, President & Director | 0.48% |
| Daniel Henry | Independent Director | 0.30% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-15 | Joan Herman | Executive VP of Operations & Executive Director | Automatic Disposition | -59,904 | $11.74–12.38 |
| 2026-08-11 | Jeffery Baker | Chief Financial Officer | Open Market Disposition | -35,000 | $12.62 |
| 2026-08-05 | Mark Newcomer | Chairperson & CEO | Automatic Disposition | -150,000 | $11.88 |
| 2026-08-03 | Daniel Henry | Independent Director | Derivative Exercise and Retained | +20,000 | -- |
| 2026-08-03 | Jeffrey Newman | Independent Director | Derivative Exercise and Retained | +20,000 | -- |
| 2026-08-03 | Dennis Triplett | Independent Non-Executive Director | Derivative Exercise and Retained | +20,000 | -- |
| 2026-08-03 | Bruce Mina | Independent Non-Executive Director | Derivative Exercise and Retained | +20,000 | -- |
| 2026-07-30 | Jeffery Baker | Chief Financial Officer | Derivative Exercise and Sale | -28,506 | $8.96 |
| 2026-07-30 | Jeffery Baker | Chief Financial Officer | Derivative Exercise and Retained | +35,494 | -- |
| 2026-07-30 | Mark Newcomer | Chairperson & CEO | Derivative Exercise and Sale | -59,025 | $8.96 |
| 2026-07-30 | Mark Newcomer | Chairperson & CEO | Derivative Exercise and Retained | +90,975 | -- |
| 2026-07-30 | Joan Herman | Executive VP of Operations & Executive Director | Derivative Exercise and Sale | -13,780 | $8.96 |
| 2026-07-30 | Joan Herman | Executive VP of Operations & Executive Director | Derivative Exercise and Retained | +22,220 | -- |
| 2026-07-30 | Matthew Lanford | COO, President & Director | Derivative Exercise and Sale | -25,185 | $8.96 |
| 2026-07-30 | Matthew Lanford | COO, President & Director | Derivative Exercise and Retained | +38,815 | -- |
| 2026-07-30 | Robert Strobo | General Counsel, Chief Legal Officer & Corporate Secretary | Derivative Exercise and Sale | -25,184 | $8.96 |
| 2026-07-30 | Robert Strobo | General Counsel, Chief Legal Officer & Corporate Secretary | Derivative Exercise and Retained | +38,816 | -- |
| 2026-07-30 | Brad Cunningham | Chief Technology Officer | Sale to Issuer | -46,378 | $5.87–8.96 |
| 2026-07-28 | Mark Newcomer | Chairperson & CEO | Automatic Disposition | -50,000 | $9.38 |
| 2026-07-15 | Joan Herman | Executive VP of Operations & Executive Director | Automatic Disposition | -59,904 | $8.60–8.69 |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-09 20:02:35 · For reference only, not investment advice and not tailored to your situation.
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