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CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY - USD ($)
shares in Thousands, $ in Thousands
Total
Additional Paid-In Capital
Retained Earnings
Accumulated Other Comprehensive Income (Loss)
Non-controlling Interest
Class A Common Stock
Common stock
Class B Common Stock
Common stock
Balance at the beginning of the period (in shares) at Dec. 31, 2023           65,409 14,034
Balance at the beginning of the period at Dec. 31, 2023 $ 1,064,770 $ 465,012 $ 400,682 $ (826) $ 199,248 $ 654 $ 0
Statement of Stockholders'/Members' Equity              
Member distributions (10,444)       (10,444)    
Effect of CC Unit redemptions (in shares)           1,106 (1,106)
Effect of CC Unit redemptions 0 16,854     (16,865) $ 11  
Tax impact of equity transactions 603 603          
Equity award vestings (in shares)           228  
Equity award vestings (5,949) (4,284)     (1,667) $ 2  
Other comprehensive income (loss) 140     87 53    
Share repurchases (in shares)           (87)  
Share repurchases (3,372) (2,996)     (375) $ (1)  
Stock-based compensation 16,142 13,422     2,720    
Cash dividends declared (24,921)   (24,921)        
Net income 175,311   138,720   36,591    
Balance at the end of the period (in shares) at Sep. 30, 2024           66,656 12,928
Balance at the end of the period at Sep. 30, 2024 1,212,280 488,611 514,481 (739) 209,261 $ 666 $ 0
Balance at the beginning of the period (in shares) at Jun. 30, 2024           66,480 13,082
Balance at the beginning of the period at Jun. 30, 2024 1,154,796 481,960 473,391 (1,340) 200,120 $ 665 $ 0
Statement of Stockholders'/Members' Equity              
Member distributions (1,827)       (1,827)    
Effect of CC Unit redemptions (in shares)           154 (154)
Effect of CC Unit redemptions 0 2,448     (2,449) $ 1  
Tax impact of equity transactions 70 70          
Equity award vestings (in shares)           22  
Equity award vestings (832) (640)     (192)    
Other comprehensive income (loss) 769     601 168    
Stock-based compensation 5,704 4,773     931    
Cash dividends declared (8,837)   (8,837)        
Net income 62,437   49,927   12,510    
Balance at the end of the period (in shares) at Sep. 30, 2024           66,656 12,928
Balance at the end of the period at Sep. 30, 2024 1,212,280 488,611 514,481 (739) 209,261 $ 666 $ 0
Balance at the beginning of the period (in shares) at Dec. 31, 2024           68,151 11,433
Balance at the beginning of the period at Dec. 31, 2024 1,264,179 520,794 552,133 (2,491) 193,062 $ 681 $ 0
Statement of Stockholders'/Members' Equity              
Member distributions (10,303)       (10,303)    
Effect of CC Unit redemptions (in shares)           425 (425)
Effect of CC Unit redemptions 0 7,634     (7,634)    
Tax impact of equity transactions 853 853          
Equity award vestings (in shares)           263  
Equity award vestings (5,914) (4,366)     (1,555) $ 7  
Other comprehensive income (loss) 542     405 137    
Stock-based compensation 18,668 16,030     2,638    
Cash dividends declared (27,953)   (27,953)        
Net income 153,340   126,176   27,164    
Balance at the end of the period (in shares) at Sep. 30, 2025           68,839 11,008
Balance at the end of the period at Sep. 30, 2025 1,393,412 540,945 650,356 (2,086) 203,509 $ 688 $ 0
Balance at the beginning of the period (in shares) at Jun. 30, 2025           68,574 11,260
Balance at the beginning of the period at Jun. 30, 2025 1,348,537 530,945 618,554 (1,983) 200,336 $ 685 $ 0
Statement of Stockholders'/Members' Equity              
Member distributions (1,560)       (1,560)    
Effect of CC Unit redemptions (in shares)           252 (252)
Effect of CC Unit redemptions 0 4,603     (4,603)    
Tax impact of equity transactions 267 267          
Equity award vestings (in shares)           13  
Equity award vestings (204) (143)     (64) $ 3  
Other comprehensive income (loss) (120)     (103) (17)    
Stock-based compensation 6,126 5,273     853    
Cash dividends declared (9,822)   (9,822)        
Net income 50,188   41,624   8,564    
Balance at the end of the period (in shares) at Sep. 30, 2025           68,839 11,008
Balance at the end of the period at Sep. 30, 2025 $ 1,393,412 $ 540,945 $ 650,356 $ (2,086) $ 203,509 $ 688 $ 0