Red Violet, Inc.
RDVT · Services-Prepackaged Software · 14.1M shares · +4%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: -$95K (gross $6M, SBC $6M)
Reference price $57.62 · est. market cap ~$813M — last insider sale, 2026-06-01 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B76Data/analytics SaaS (identity intelligence) — profitable with strong margins and a cash-rich balance sheet.
Strengths
- Profitable with strong margins — operating margin 15% (75th), net margin 15% (75th), ROA 12% (89th)
- Strong FCF and liquidity — FCF margin 32%, current ratio 7.2 (96th)
Risks
- Data-privacy/regulatory risk — per 10-K
- Customer-vertical concentration — per 10-K
- Competition — per 10-K
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Notable holderHeld by 5 notable fund(s): STATE STREET CORP, GOLDMAN SACHS GROUP INC, RENAISSANCE TECHNOLOGIES LLC +2 more (as of 2026-03-31)
- Insider sellingInsider selling — 8 open-market sale(s) by 4 insider(s) (cluster of 4 insiders, ~$3M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
14.6%
Net margin
14.6%
Return on equity
13.0%
Return on assets
11.7%
Revenue growth (QoQ)
10.4%
Net-income growth
87.8%
Current ratio
7.2×
Free cash flow
$29M
EBITDA
$24M
Tangible book value
$56M
Cash & investments
$44M
Stock comp / revenue
7.2%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-04 | Rubin Steven D | Grant | 2.2K | — |
| 2026-06-04 | Stanton Lisa M. | Grant | 2.2K | — |
| 2026-06-04 | Strakosch Greg | Grant | 2.1K | — |
| 2026-06-04 | LIVEK WILLIAM PAUL | Grant | 2.1K | — |
| 2026-06-01 | MacLachlan Daniel | Sell | 6.0K | $57.62 |
| 2026-06-01 | MacLachlan Daniel | Sell | 6.0K | $57.24 |
| 2026-06-01 | Reilly James Patrick | Sell | 6.0K | $57.62 |
| 2026-06-01 | Reilly James Patrick | Sell | 6.0K | $57.24 |
| 2026-06-01 | Dubner Derek | Sell | 6.0K | $57.62 |
| 2026-06-01 | DELL JEFFREY ALAN | Sell | 5.0K | $57.62 |
| 2026-06-01 | DELL JEFFREY ALAN | Sell | 5.0K | $57.25 |
| 2026-06-01 | Dubner Derek | Sell | 6.0K | $57.24 |
| 2026-03-02 | Strakosch Greg | Grant | 1.9K | — |
| 2025-12-19 | Strakosch Greg | Grant | 2.1K | — |
| 2025-12-19 | Stanton Lisa M. | Grant | 4.5K | — |
| 2025-12-19 | DELL JEFFREY ALAN | Tax withheld | 3.9K | $55.87 |
| 2025-12-19 | DELL JEFFREY ALAN | Grant | 14K | — |
| 2025-12-19 | Dubner Derek | Tax withheld | 5.2K | $55.87 |
| 2025-12-19 | Dubner Derek | Grant | 19K | — |
| 2025-12-19 | MacLachlan Daniel | Tax withheld | 5.2K | $55.87 |
| 2025-12-19 | MacLachlan Daniel | Grant | 19K | — |
| 2025-12-19 | Reilly James Patrick | Tax withheld | 5.2K | $55.87 |
| 2025-12-19 | Reilly James Patrick | Grant | 19K | — |
| 2025-12-19 | Rubin Steven D | Grant | 4.5K | — |
| 2025-12-19 | LIVEK WILLIAM PAUL | Grant | 3.8K | — |
| 2025-12-03 | MacLachlan Daniel | Gift | 1.0K | — |
| 2025-11-13 | MacLachlan Daniel | Sell | 444 | $57.57 |
| 2025-11-13 | Dubner Derek | Sell | 440 | $57.57 |
| 2025-11-13 | Reilly James Patrick | Sell | 1.3K | $56.73 |
| 2025-11-13 | Reilly James Patrick | Sell | 445 | $57.57 |
| 2025-11-13 | MacLachlan Daniel | Sell | 1.3K | $56.73 |
| 2025-11-13 | DELL JEFFREY ALAN | Sell | 305 | $57.58 |
| 2025-11-13 | DELL JEFFREY ALAN | Sell | 835 | $56.72 |
| 2025-11-13 | Dubner Derek | Sell | 1.3K | $56.73 |
| 2025-11-12 | Dubner Derek | Sell | 660 | $58.10 |
| 2025-11-12 | DELL JEFFREY ALAN | Sell | 431 | $58.10 |
| 2025-11-12 | DELL JEFFREY ALAN | Sell | 2.3K | $57.80 |
| 2025-11-12 | Dubner Derek | Sell | 3.4K | $57.80 |
| 2025-11-12 | MacLachlan Daniel | Sell | 654 | $58.10 |
| 2025-11-12 | MacLachlan Daniel | Sell | 3.4K | $57.80 |
| 2025-11-12 | Reilly James Patrick | Sell | 651 | $58.10 |
| 2025-11-12 | Reilly James Patrick | Sell | 3.4K | $57.80 |
| 2025-11-11 | DELL JEFFREY ALAN | Sell | 1.5K | $57.81 |
| 2025-11-11 | Dubner Derek | Sell | 2.2K | $57.81 |
| 2025-11-11 | MacLachlan Daniel | Sell | 2.2K | $57.81 |
| 2025-11-11 | Reilly James Patrick | Sell | 2.2K | $57.81 |
| 2025-11-10 | MacLachlan Daniel | Sell | 6.3K | $58.03 |
| 2025-11-10 | Dubner Derek | Sell | 733 | $58.81 |
| 2025-11-10 | Reilly James Patrick | Sell | 733 | $58.81 |
| 2025-11-10 | Reilly James Patrick | Sell | 6.3K | $58.03 |
| 2025-11-10 | DELL JEFFREY ALAN | Sell | 4.2K | $58.03 |
| 2025-11-10 | DELL JEFFREY ALAN | Sell | 488 | $58.81 |
| 2025-11-10 | Dubner Derek | Sell | 6.3K | $58.03 |
| 2025-11-10 | MacLachlan Daniel | Sell | 732 | $58.81 |
| 2025-11-03 | DELL JEFFREY ALAN | Tax withheld | 7.0K | $53.63 |
| 2025-11-03 | Dubner Derek | Tax withheld | 9.4K | $53.63 |
| 2025-11-03 | MacLachlan Daniel | Tax withheld | 9.4K | $53.63 |
| 2025-11-03 | Reilly James Patrick | Tax withheld | 9.4K | $53.63 |
| 2025-06-30 | MacLachlan Daniel | Gift | 375 | — |
| 2025-05-09 | MacLachlan Daniel | Sell | 4.3K | $45.55 |
| 2025-05-09 | Reilly James Patrick | Sell | 5.7K | $46.70 |
| 2025-05-09 | Reilly James Patrick | Sell | 4.3K | $45.55 |
| 2025-05-09 | MacLachlan Daniel | Sell | 5.7K | $46.70 |
| 2025-05-09 | DELL JEFFREY ALAN | Sell | 2.8K | $46.70 |
| 2025-05-09 | DELL JEFFREY ALAN | Sell | 2.2K | $45.56 |
| 2025-05-09 | Dubner Derek | Sell | 5.7K | $46.70 |
| 2025-05-09 | Dubner Derek | Sell | 4.3K | $45.55 |
| 2025-03-19 | Rubin Steven D | Sell | 10K | $38.93 |
| 2025-03-07 | Stanton Lisa M. | Buy | 1.0K | $36.12 |
| 2025-03-04 | LIVEK WILLIAM PAUL | Grant | 2.0K | — |
| 2025-03-04 | Strakosch Greg | Grant | 1.9K | — |
| 2025-03-04 | Stanton Lisa M. | Grant | 860 | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-05 | Exec/director changeShareholder vote | filing ↗ |
| 2026-05-07 | ResultsExhibits | filing ↗ |
| 2026-03-05 | ResultsExhibits | filing ↗ |
| 2026-01-13 | Exec/director changeExhibits | filing ↗ |
| 2025-11-06 | Reg FDExhibits | filing ↗ |
| 2025-11-05 | ResultsOtherExhibits | filing ↗ |
| 2025-08-08 | ResultsExhibits | filing ↗ |
| 2025-06-10 | Exec/director changeShareholder voteExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-05 | 2026-06-03 | 0001193125-26-259851 ↗ |
| 8-K | 2026-05-07 | 2026-05-06 | 0001193125-26-212022 ↗ |
| 10-Q | 2026-05-06 | 2026-03-31 | 0001193125-26-209274 ↗ |
| 8-K | 2026-03-05 | 2026-03-04 | 0001193125-26-094307 ↗ |
| 10-K | 2026-03-04 | 2025-12-31 | 0001193125-26-091708 ↗ |
| 8-K | 2026-01-13 | 2026-01-09 | 0001193125-26-011891 ↗ |
| 8-K | 2025-11-06 | 2025-11-05 | 0001193125-25-270112 ↗ |
| 10-Q | 2025-11-05 | 2025-09-30 | 0001193125-25-267173 ↗ |
| 8-K | 2025-11-05 | 2025-11-03 | 0001193125-25-266934 ↗ |
| 8-K | 2025-08-08 | 2025-08-06 | 0000950170-25-105904 ↗ |
| 10-Q | 2025-08-06 | 2025-06-30 | 0000950170-25-104191 ↗ |
| 8-K | 2025-06-10 | 2025-06-10 | 0000950170-25-084377 ↗ |