Frontdoor, Inc.
FTDR · Services-To Dwellings & Other Buildings · 70.2M shares · -1%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $95M (gross $121M, SBC $26M)
Reference price $67.60 · est. market cap ~$4.7B — last insider sale, 2026-03-03 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B76gen composite 66pct→76
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- High leverageHigh leverage (debt/equity 4.97)
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Notable holderHeld by 6 notable fund(s): STATE STREET CORP, FMR LLC, RENAISSANCE TECHNOLOGIES LLC +3 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
55.3%
Net margin
12.2%
Return on equity
105.4%
Return on assets
11.9%
Revenue growth (QoQ)
5.9%
Net-income growth
8.5%
Debt / equity
5.0×
Current ratio
1.6×
Free cash flow
$390M
Tangible book value
-$1.1B
Cash & investments
$566M
Stock comp / revenue
1.6%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| William C. Cobb | CEO | $9M FY2025 |
| Collins Kathryn M | SVP & Chief Revenue Officer | — |
| Evan A. Iverson | SVP & Chief Operating Officer | $3M FY2025 |
| Ganesh Balakrishnan A | SVP & Chief Technology Officer | — |
| Jason L. Bailey | SVP & Chief Financial Officer | $2M FY2025 |
| Jeffrey A. Fiarman | SVP & Chief Legal Officer | $3M FY2025 |
| Jessica P. Ross | SVP & CFO | $3M FY2025 |
| Shanks Sally J | VP, Controller & CAO | — |
| Anna C. Catalano | Director | $290K FY2025 |
| Brian P. McAndrews | Director | $310K FY2025 |
| Christopher L. Clipper | Director | $295K FY2025 |
| D. Steve Boland | Director | $274K FY2025 |
| Howard Dennis | Director | — |
| Lara H. Balazs | Director | $45K FY2025 |
| Liane J. Pelletier | Director | $281K FY2025 |
| Peter L. Cella | Director | $281K FY2025 |
| Sferruzza Hilla | Director | — |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-29 | Sferruzza Hilla | Grant | 2.1K | — |
| 2026-05-13 | Boland Darrin Steve | Grant | 2.8K | — |
| 2026-05-13 | Clipper Christopher L | Grant | 2.8K | — |
| 2026-05-13 | Howard Dennis | Grant | 2.8K | — |
| 2026-05-13 | Cella Peter L. | Grant | 2.8K | — |
| 2026-05-13 | Catalano Anna C | Grant | 2.8K | — |
| 2026-05-13 | PELLETIER LIANE J | Grant | 2.8K | — |
| 2026-05-13 | MCANDREWS BRIAN P | Grant | 2.8K | — |
| 2026-03-31 | Bailey Jason L | Option exercise | 1.8K | — |
| 2026-03-31 | Bailey Jason L | Tax withheld | 427 | $51.95 |
| 2026-03-31 | Fiarman Jeffrey | Option exercise | 7.0K | — |
| 2026-03-31 | Fiarman Jeffrey | Tax withheld | 3.2K | $51.95 |
| 2026-03-31 | Iverson Evan | Option exercise | 6.6K | — |
| 2026-03-31 | Iverson Evan | Tax withheld | 1.8K | $51.95 |
| 2026-03-31 | Collins Kathryn M | Option exercise | 6.6K | — |
| 2026-03-31 | Collins Kathryn M | Tax withheld | 3.0K | $51.95 |
| 2026-03-31 | COBB WILLIAM C | Option exercise | 28K | — |
| 2026-03-31 | COBB WILLIAM C | Tax withheld | 12K | $51.95 |
| 2026-03-27 | Iverson Evan | Option exercise | 3.8K | — |
| 2026-03-27 | Iverson Evan | Tax withheld | 1.0K | $55.84 |
| 2026-03-27 | Fiarman Jeffrey | Option exercise | 9.5K | — |
| 2026-03-27 | Fiarman Jeffrey | Tax withheld | 4.4K | $55.84 |
| 2026-03-27 | Collins Kathryn M | Option exercise | 6.3K | — |
| 2026-03-27 | Collins Kathryn M | Tax withheld | 2.8K | $55.84 |
| 2026-03-27 | Bailey Jason L | Option exercise | 1.9K | — |
| 2026-03-27 | Bailey Jason L | Tax withheld | 461 | $55.84 |
| 2026-03-27 | COBB WILLIAM C | Option exercise | 35K | — |
| 2026-03-27 | COBB WILLIAM C | Tax withheld | 15K | $55.84 |
| 2026-03-25 | Collins Kathryn M | Tax withheld | 2.8K | $59.25 |
| 2026-03-25 | COBB WILLIAM C | Tax withheld | 14K | $59.25 |
| 2026-03-25 | Bailey Jason L | Option exercise | 1.8K | — |
| 2026-03-25 | Iverson Evan | Tax withheld | 1.4K | $59.25 |
| 2026-03-25 | Iverson Evan | Option exercise | 5.2K | — |
| 2026-03-25 | Bailey Jason L | Tax withheld | 558 | $59.25 |
| 2026-03-25 | Fiarman Jeffrey | Option exercise | 7.8K | — |
| 2026-03-25 | Fiarman Jeffrey | Tax withheld | 3.6K | $59.25 |
| 2026-03-25 | Collins Kathryn M | Option exercise | 6.3K | — |
| 2026-03-25 | COBB WILLIAM C | Option exercise | 32K | — |
| 2026-03-17 | Howard Dennis | Grant | 453 | — |
| 2026-03-03 | Fiarman Jeffrey | Sell | 15K | $67.60 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-29 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-05-18 | Shareholder vote | filing ↗ |
| 2026-04-30 | ResultsExhibits | filing ↗ |
| 2026-03-17 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-02-26 | ResultsExhibits | filing ↗ |
| 2025-11-05 | ResultsExhibits | filing ↗ |
| 2025-11-05 | Exec/director changeReg FDExhibits | filing ↗ |
| 2025-08-05 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-29 | 2026-06-29 | 0001193125-26-288411 ↗ |
| 8-K | 2026-05-18 | 2026-05-13 | 0001727263-26-000008 ↗ |
| 8-K | 2026-04-30 | 2026-04-30 | 0001727263-26-000006 ↗ |
| 10-Q | 2026-04-30 | 2026-03-31 | 0001193125-26-197175 ↗ |
| DEF 14A | 2026-03-30 | 2026-03-30 | 0001193125-26-131742 ↗ |
| 8-K | 2026-03-17 | 2026-03-16 | 0001727263-26-000003 ↗ |
| 10-K | 2026-02-26 | 2025-12-31 | 0001193125-26-076548 ↗ |
| 8-K | 2026-02-26 | 2026-02-26 | 0001193125-26-073378 ↗ |
| 10-Q | 2025-11-05 | 2025-09-30 | 0001193125-25-267020 ↗ |
| 8-K | 2025-11-05 | 2025-11-05 | 0001193125-25-265709 ↗ |
| 8-K | 2025-11-05 | 2025-10-30 | 0001193125-25-265732 ↗ |
| 10-Q | 2025-08-05 | 2025-06-30 | 0000950170-25-103008 ↗ |