Shareholder Monitoring

"I don’t have to track people down individually or go through spreadsheets to see if they already have a position in our stock, it’s all in Irwin. One of our most used capabilities within Irwin is the ownership data. The ability to combine reported data with NOBO data has been extremely helpful and has provided us with a much better understanding of our shareholder base.”

"It is flexible, it's all web-based. The ease of use and uptime has been great. It's great to be able to quickly look up and view the dashboard and see what a company might hold in our stock as of a certain date, based upon 13F and other filings, as well as holdings of peers within our space."

“I'll look at our changes in ownership and also changes in ownership in everything that looks like us around the world. This is helpful to see where we should steer our efforts in the short and long term, and to get a sense on where our story might resonate more. I also track who we meet, how we meet them and report that back to the board.”

“When I see an unfamiliar name, Irwin quickly gives me the important context like average turnover, assets under management, and peer ownership–a lot of the basic information we need going into a meeting with someone.”

“When we first joined, it was right around proxy season, and there was some uncertainty about a vote. We actually were able to leverage the NOBO data in Irwin to proactively reach out to some medium-sized holders to make sure that they were placing their votes. So again, that was an unexpected benefit that turned out to be successful for us.”

“The peer information in Irwin allows our team to have easy access to an overview of what’s happening in the railroad industry. Pulling up an investor automatically tells me what they hold, if they hold our peers and that’s been a big help because otherwise, I would have to go down a multi-click journey to figure that out on my own”