Three Months Ended June 30, 2026

Common Stock

Additional
Paid-in

Retained

Non-controlling

Total
Stockholders’

Number

Amount

Capital

Earnings

Interest

Equity

(in thousands, except share data)

Beginning balance

71,530,023

$

71

$

145,209

$

381,816

$

1,155

$

528,251

Issuance of Class A common stock from
   exercise of stock options and vesting
   of restricted stock units

52,997

—

282

—

—

282

Repurchases of Class A common stock

(497,675

)

—

—

(9,978

)

—

(9,978

)

Equity-based
   compensation

—

—

2,298

—

—

2,298

Cumulative translation
   adjustment

—

—

—

(75

)

—

(75

)

Issuance of non-controlling interest at fair value

—

—

—

—

—

—

Net income

—

—

—

18,559

64

18,623

Ending balance

71,085,345

$

71

$

147,789

$

390,322

$

1,219

$

539,401

Six Months Ended June 30, 2026

Common Stock

Additional
Paid-in

Retained

Non-controlling

Total
Stockholders’

Number

Amount

Capital

Earnings

Interest

Equity

(in thousands, except share data)

Beginning balance

71,371,922

$

71

$

144,249

$

368,215

$

—

$

512,535

Issuance of Class A common stock from
   exercise of stock options and vesting
   of restricted stock units

211,098

—

(258

)

—

—

(258

)

Repurchases of Class A common stock

(497,675

)

—

—

(9,978

)

—

(9,978

)

Equity-based
   compensation

—

—

5,547

—

—

5,547

Cumulative translation
   adjustment

—

—

—

(826

)

—

(826

)

Issuance of non-controlling interest at fair value

—

—

(1,749

)

—

1,749

—

Net income (loss)

—

—

—

32,911

(530

)

32,381

Ending balance

71,085,345

$

71

$

147,789

$

390,322

$

1,219

$

539,401

Three Months Ended June 30, 2025

Common Stock

Additional
Paid-in

Retained

Non-controlling

Total
Stockholders’

Number

Amount

Capital

Earnings

Interest

Equity

(in thousands, except share data)

Beginning balance

71,332,612

$

72

$

135,268

$

318,847

$

(816

)

$

453,371

Issuance of Class A common stock from
   exercise of stock options and vesting
   of restricted stock units

40,720

—

174

—

—

174

Repurchases of Class A common stock

(92,583

)

(1

)

—

(1,740

)

—

(1,741

)

Equity-based
   compensation

—

—

2,304

—

—

2,304

Cumulative translation
   adjustment

—

—

—

3,502

—

3,502

Disposal of subsidiary

—

—

—

—

966

966

Net income (loss)

—

—

—

10,161

(150

)

10,011

Ending balance

71,280,749

$

71

$

137,746

$

330,770

$

—

$

468,587

Six Months Ended June 30, 2025

Common Stock

Additional
Paid-in

Retained

Non-controlling

Total
Stockholders’

Number

Amount

Capital

Earnings

Interest

Equity

(in thousands, except share data)

Beginning balance

71,200,480

$

72

$

133,046

$

305,070

$

(403

)

$

437,785

Issuance of Class A common stock from
   exercise of stock options and vesting
   of restricted stock units

172,852

—

(357

)

—

—

(357

)

Repurchases of Class A common stock

(92,583

)

(1

)

(1,740

)

—

(1,741

)

Equity-based
   compensation

—

—

5,057

—

—

5,057

Cumulative translation
   adjustment

—

—

—

5,460

—

5,460

Disposal of subsidiary

—

—

—

—

966

966

Net income (loss)

—

—

—

21,980

(563

)

21,417

Ending balance

71,280,749

$

71

$

137,746

$

330,770

$

—

$

468,587