PPHCNasdaqServices-Management Consulting ServicesFiscal year ends December 31
Public Policy Holding Company, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 11, 2026
$9.83−0.42 (-4.10%)
Close on Oct 19, 2026
- Market cap
- $245.27M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
22.7%
7M of 30M shares
Institutional holders
55
12 new, 6 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
1 buys · 26 sales
Net sold $2.09M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Jeffrey Alan Forbes | 2,235,558 | 7.70% | 13G (passive) | Mar 31, 2026 |
| Daniel Clyde Tate, JR. | 1,525,893 | 5.30% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PPHC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Royce & Associates LP | 1,020,130 | 3.38% | $7.56M | +351,130 | 0.06% |
| Canoe Financial LP | 1,017,732 | 3.37% | $7.54M | −1,386 | 0.09% |
| Jennison Associates LLC | 851,355 | 2.82% | $6.31M | −20,434 | 0.00% |
| Wasatch Advisors LP | 728,798 | 2.41% | $5.43M | +125,781 | 0.04% |
| Storebrand Asset Management As | 597,637 | 1.98% | $4.43M | −2,363 | 0.01% |
| Thompson Siegel & Walmsley LLC | 393,018 | 1.30% | $2.91K | +40,006 | 0.05% |
| Russell Investments Group, Ltd. | 372,163 | 1.23% | $2.76M | −179,314 | 0.00% |
| Graham Capital Wealth Management, LLC | 282,236 | 0.93% | $2.09M | +93,598 | 1.62% |
| BlackRock, Inc. | 271,458 | 0.90% | $2.01M | +69,654 | 0.00% |
| Ancora Advisors, LLC | 252,228 | 0.83% | $1.87M | −278,020 | 0.04% |
| Vanguard Capital Management LLC | 187,206 | 0.62% | $1.39M | +105,247 | 0.00% |
| Geode Capital Management, LLC | 123,497 | 0.41% | $915.35K | +15,706 | 0.00% |
| Creative Planning | 109,789 | 0.36% | $813.54K | −113,866 | 0.00% |
| Marex Group plc | 99,331 | 0.33% | $736.04K | New | 0.00% |
| Boston Partners | 97,594 | 0.32% | $618.05K | +6,813 | 0.00% |
| Millennium Management LLC | 58,839 | 0.19% | $436.00K | New | 0.00% |
| State Street Corp | 50,600 | 0.17% | $374.95K | +1,500 | 0.00% |
| Kornitzer Capital Management Inc /Ks | 47,284 | 0.16% | $350.37K | −1,596 | 0.01% |
| Vanguard Fiduciary Trust Co | 30,618 | 0.10% | $226.88K | +21,098 | 0.00% |
| Vanguard Portfolio Management LLC | 30,152 | 0.10% | $223.43K | +5,825 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 55 | 7M | 22.7% | 12 / 22 | 16 / 6 | 1M | 1M |
| Q1 2026 | 49 | 7M | 22.1% | 49 / 0 | 0 / 0 | 7M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PPHC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Royce Small-Cap Opportunity Fund | 480,672 | 1.59% | $3.56M | 0.25% | Jun 30, 2026 |
| Wasatch Micro Cap Value Fund | 384,543 | 1.27% | $2.85M | 0.74% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 136,399 | 0.45% | $1.01M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 116,975 | 0.39% | $866.78K | 0.00% | Jun 30, 2026 |
| PGIM Jennison Blend Fund | 106,571 | 0.35% | $1.11M | 0.09% | May 29, 2026 |
| Ancora/Thelen Small-Mid Cap Fund | 80,135 | 0.27% | $593.80K | 0.25% | Jun 30, 2026 |
| U.S. Small Cap Equity Fund | 71,370 | 0.24% | $774.36K | 0.08% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 49,016 | 0.16% | $531.82K | 0.00% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 48,428 | 0.16% | $358.85K | 0.00% | Jun 30, 2026 |
| Buffalo Early Stage Growth Fund | 47,070 | 0.16% | $348.79K | 0.46% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 41,175 | 0.14% | $305.11K | 0.00% | Jun 30, 2026 |
| Dunham Small Cap Value Fund | 31,274 | 0.10% | $339.32K | 0.37% | Jul 31, 2026 |
| Boston Partners Long/Short Equity Fund | 30,975 | 0.10% | $488.73K | 0.29% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 22,707 | 0.08% | $236.38K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 21,566 | 0.07% | $224.50K | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Roeland Jozef Bernard Smits | Chief Financial Officer, Director | 155,262 | 0.51% | Aug 25, 2026 |
| George Stewart Hall | Chief Executive Officer, Director | 1,404,953 | 4.65% | Jun 16, 2026 |
| Neal Howard Strum | Chief Legal Officer | 106,192 | 0.35% | Aug 25, 2026 |
| Thomas Edward Gensemer | Chief Strategy Officer | 102,803 | 0.34% | Aug 25, 2026 |
| Jill Agnes Gillespie Kendrick | Chief Operating Officer | 554,350 | 1.83% | Jun 16, 2026 |
| Matthew Ross Mazzanti | Chief Administrative Officer | 41,734 | 0.14% | Jun 16, 2026 |
| Johnson McCallum Green | Chief Client Officer | 1,124,985 | 3.72% | Jun 16, 2026 |
| Keenan Nealean Austin | Director | 81,039 | 0.27% | Aug 25, 2026 |
| Benjamin Langer Ginsberg | Director | 9,609 | 0.03% | Jun 16, 2026 |
| Kathleen Casey | Director | 9,609 | 0.03% | Jun 16, 2026 |
| Zachary Wayne Williams | Director | 961,204 | 3.18% | Jun 16, 2026 |
| Charles D. Brown | Director | 9,609 | 0.03% | Jun 16, 2026 |
| Simon Philip Guy Lee | Director | 74,348 | 0.25% | Jun 16, 2026 |
| Kimberly Anne White | Director | 9,609 | 0.03% | Jun 16, 2026 |
| Ronald J. Starzman Jr. | – | 71,390 | 0.24% | Aug 25, 2026 |
| Paula Conner Thrasher | – | 38,525 | 0.13% | Jun 16, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Roeland Jozef Bernard Smits Chief Financial Officer, Director | Aug 24, 2026 | Sale | −1,797 | $10.94 | $19.66K | 155,262 |
| Thomas Edward Gensemer Chief Strategy Officer | Aug 24, 2026 | Sale | −1,797 | $10.94 | $19.66K | 102,803 |
| Neal Howard Strum Chief Legal Officer | Aug 24, 2026 | Sale | −1,702 | $10.94 | $18.62K | 106,192 |
| Keenan Nealean Austin Director | Aug 24, 2026 | Sale | −2,033 | $10.94 | $22.24K | 81,039 |
| Ronald J. Starzman Jr. – | Aug 24, 2026 | Sale | −1,500 | $10.94 | $16.41K | 71,390 |
| Kathleen Casey Director | Jun 12, 2026 | Award | +9,609 | – | – | 9,609 |
| Jill Agnes Gillespie Kendrick Chief Operating Officer | Jun 12, 2026 | Award | +48,786 | – | – | 554,350 |
| Paula Conner Thrasher – | Jun 12, 2026 | Award | +10,082 | – | – | 38,525 |
| Benjamin Langer Ginsberg Director | Jun 12, 2026 | Award | +9,609 | – | – | 9,609 |
| Keenan Nealean Austin Director | Jun 12, 2026 | Award | +11,012 | – | – | 83,072 |
| Johnson McCallum Green Chief Client Officer | Jun 12, 2026 | Award | +45,716 | – | – | 1,124,985 |
| Ronald J. Starzman Jr. – | Jun 12, 2026 | Award | +20,854 | – | – | 72,890 |
| Neal Howard Strum Chief Legal Officer | Jun 12, 2026 | Award | +49,074 | – | – | 107,894 |
| Matthew Ross Mazzanti Chief Administrative Officer | Jun 12, 2026 | Award | +22,594 | – | – | 41,734 |
| Simon Philip Guy Lee Director | Jun 12, 2026 | Award | +9,609 | – | – | 9,609 |
| George Stewart Hall Chief Executive Officer, Director | Jun 12, 2026 | Award | +94,148 | – | – | 1,404,953 |
| Charles D. Brown Director | Jun 12, 2026 | Award | +9,609 | – | – | 9,609 |
| Kimberly Anne White Director | Jun 12, 2026 | Award | +9,609 | – | – | 9,609 |
| Roeland Jozef Bernard Smits Chief Financial Officer, Director | Jun 12, 2026 | Award | +56,268 | – | – | 157,059 |
| Thomas Edward Gensemer Chief Strategy Officer | Jun 12, 2026 | Award | +41,883 | – | – | 104,600 |
| Zachary Wayne Williams Director | Jun 12, 2026 | Award | +4,922 | – | – | 961,204 |
| Keenan Nealean Austin Director | Jun 11, 2026 | Sale | −1,252 | $10.35 | $12.96K | 72,060 |
| George Stewart Hall Chief Executive Officer, Director | Jun 11, 2026 | Sale | −930 | $10.35 | $9.63K | 1,310,805 |
| Ronald J. Starzman Jr. – | Jun 11, 2026 | Sale | −1,541 | $10.35 | $15.95K | 52,036 |
| Thomas Edward Gensemer Chief Strategy Officer | Jun 11, 2026 | Sale | −1,115 | $10.35 | $11.54K | 62,717 |
| Neal Howard Strum Chief Legal Officer | Jun 11, 2026 | Sale | −2,007 | $10.35 | $20.77K | 58,820 |
| Johnson McCallum Green Chief Client Officer | Jun 11, 2026 | Sale | −2,298 | $10.35 | $23.78K | 1,079,269 |
| Keenan Nealean Austin Director | Jun 10, 2026 | Sale | −468 | $10.19 | $4.77K | 73,312 |
| George Stewart Hall Chief Executive Officer, Director | Jun 10, 2026 | Sale | −348 | $10.19 | $3.55K | 1,311,735 |
| Ronald J. Starzman Jr. – | Jun 10, 2026 | Sale | −575 | $10.19 | $5.86K | 53,577 |
| Thomas Edward Gensemer Chief Strategy Officer | Jun 10, 2026 | Sale | −416 | $10.19 | $4.24K | 63,832 |
| Neal Howard Strum Chief Legal Officer | Jun 10, 2026 | Sale | −749 | $10.19 | $7.63K | 60,827 |
| Johnson McCallum Green Chief Client Officer | Jun 10, 2026 | Sale | −859 | $10.19 | $8.75K | 1,081,567 |
| Matthew Ross Mazzanti Chief Administrative Officer | Jun 2, 2026 | Buy | +1 | $10.41 | $10 | 19,140 |
| Jill Agnes Gillespie Kendrick Chief Operating Officer | Jan 27, 2026 | Sale | −2,258 | $12.25 | $27.66K | 505,564 |
| Roeland Jozef Bernard Smits Chief Financial Officer, Director | Jan 27, 2026 | Sale | −8,657 | $12.25 | $106.05K | 100,791 |
| Ronald J. Starzman Jr. – | Jan 27, 2026 | Sale | −1,881 | $12.25 | $23.04K | 54,152 |
| George Stewart Hall Chief Executive Officer, Director | Jan 27, 2026 | Sale | −27,322 | $12.25 | $334.69K | 1,312,083 |
| Johnson McCallum Green Chief Client Officer | Jan 27, 2026 | Sale | −61,016 | $12.25 | $747.45K | 1,082,426 |
| Keenan Nealean Austin Director | Jan 27, 2026 | Sale | −3,513 | $12.25 | $43.03K | 73,780 |
| Zachary Wayne Williams Director | Jan 27, 2026 | Sale | −39,032 | $12.25 | $478.14K | 956,282 |
| Neal Howard Strum Chief Legal Officer | Jan 27, 2026 | Sale | −5,855 | $12.25 | $71.72K | 61,576 |
| Thomas Edward Gensemer Chief Strategy Officer | Jan 27, 2026 | Sale | −2,484 | $12.25 | $30.43K | 64,248 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.