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Acumen Pharmaceuticals, Inc. (ABOS)

USD2.26 -0.27 (-10.68%)
US NASDAQ Healthcare Biotechnology
Address 427 Park Street 22902
Newton, VA, US
CEO Daniel J. O'Connell
IPO 2021-07-01
CIK 1576885 ISIN US00509G2093

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Description

Acumen Pharmaceuticals Inc. operates as a biopharmaceutical entity in the clinical development stage, dedicated to discovering and advancing therapeutic solutions for Alzheimer's disease. A key focus for the company involves progressing ACU193, an investigational targeted immunotherapy drug candidate. This particular humanized monoclonal antibody is currently undergoing initial human testing in Phase I clinical trials, where it is designed to specifically target soluble amyloid-beta oligomers. The firm was established in 1996 and maintains its principal headquarters in Charlottesville, Virginia.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD2.26 -0.27 (-10.68%)
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Volume Profile
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Liquidity & share structure
Average Volume
466.7K
Beta
0.35
Float Shares
46.35M
Free Float %
76.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.50% -2.36% +0.40% +3.77% +27.18% +17.54% +136.19% -55.71% -87.66% -87.66% -87.66%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (7 ratings, all time) Buy
Price Targets & DCF
Current price
2.26
Low 7.00 +209.8%
Consensus 7.00 +209.8%
Median 7.00 +209.8%
High 7.00 +209.8%
DCF (Unlevered) 0.38 -83.4%
DCF (Levered) 0.37 -83.4%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 6 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 1
7.00
+209.8%
Quality scores
Altman Z-Score
-4.76
Distress
Piotroski F-Score
2 / 9
Weak
MOAT Score
3 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Biotechnology: +1.6%
  • EPS growth Biotechnology: +29.7%
    -17.0% Q1'26: +31.3% (vs Q1'25)
  • FCF margin FCF growth · Biotechnology: +16.2%
  • EBIT margin Biotechnology: +0.0%
  • ROIC Biotechnology: -16.1%
    Q1'26: +0.0% (vs Q1'25)
  • Share dilution Biotechnology: -3.4%
    +0.9% Q1'26: +4.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Biotechnology: 0.16×
    -0.25× Q1'26: -0.17× (vs Q1'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.32) × ERP
WACC = 83% × Ke + 17% × Kd (13.5%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 0.38 Current price: 2.26
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
3 EPS Ana.
Dec 2027
1 EPS Ana.
Dec 2028
2 Rev. Ana.
2 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Revenue
est: 7.50M (-100.0%)
— – —
— – —
11.60M
11.60M – 11.60M
56.19M
56.19M – 56.19M
+384.5% YoY
EBITDA
-51.61M
est: 4.50M (-1,246.8%)
-98.08M
-123.83M
— – —
— – —
— – —
— – —
EBIT
-51.79M
est: 4.50M (-1,250.9%)
-98.26M
-123.83M
— – —
— – —
— – —
— – —
Net Income
-52.37M
est: -64.35M (+18.6%)
-102.33M
est: -97.50M (-5.0%)
-121.34M
est: -121.34M (+0.0%)
-95.26M
-118.10M – -81.15M
+21.5% YoY
-85.84M
-85.84M – -85.84M
+9.9% YoY
-53.08M
-79.40M – -26.76M
+38.2% YoY
-73.58M
-73.58M – -73.58M
-38.6% YoY
SGA
18.82M
est: 7.41M (+153.9%)
20.22M
18.95M
— – —
— – —
— – —
— – —
EPS
-1.08
est: -1.07 (-0.7%)
-1.71
est: -1.60 (-6.6%)
-2.00
est: -2.05 (+2.3%)
-1.61
-1.95 – -1.34
+21.2% YoY
-1.42
-1.42 – -1.42
+12.1% YoY
-0.88
-1.31 – -0.44
+38.2% YoY
-1.22
-1.22 – -1.22
-38.6% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C 2/5 3/5 1/5 1/5 2/5 1/5 3/5
2026-05-08 C 2/5 3/5 1/5 1/5 2/5 1/5 3/5
2026-05-07 C 2/5 3/5 1/5 1/5 2/5 1/5 3/5
2026-05-06 C 2/5 3/5 1/5 1/5 2/5 1/5 3/5
2026-05-05 C 2/5 3/5 1/5 1/5 2/5 1/5 3/5
2026-05-04 C 2/5 3/5 1/5 1/5 2/5 1/5 3/5
2026-05-01 C 2/5 3/5 1/5 1/5 1/5 1/5 3/5
2026-04-30 C 2/5 3/5 1/5 1/5 1/5 1/5 3/5
2026-04-29 C 2/5 3/5 1/5 1/5 1/5 1/5 3/5
2026-04-28 C 2/5 3/5 1/5 1/5 1/5 1/5 3/5
2026-04-27 C 2/5 3/5 1/5 1/5 1/5 1/5 3/5
2026-04-24 C 2/5 3/5 1/5 1/5 1/5 1/5 3/5
2026-04-23 C 2/5 3/5 1/5 1/5 1/5 1/5 3/5
2026-04-22 C 2/5 3/5 1/5 1/5 1/5 1/5 3/5
2026-04-21 C 2/5 3/5 1/5 1/5 1/5 1/5 3/5
2026-04-20 C 2/5 3/5 1/5 1/5 1/5 1/5 3/5
2026-04-17 C 2/5 3/5 1/5 1/5 1/5 1/5 3/5
2026-04-16 C 2/5 3/5 1/5 1/5 1/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-115.54M
OE per share TTM
-1.91
Owner's Yield
-74.23%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
36.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
13
Total invested
2.25M
Insider transactions (90d)
0
Beneficial owners (>5%)
18
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Peter Kolchinsky 9.77M 25.30% 9.77M 10.00 HC, IN United States 2021-07-16
2 RA Capital Management, L.P. 9.77M 25.30% 9.77M 10.00 IA, PN Delaware 2021-07-16
3 Rajeev Shah 9.77M 25.30% 9.77M 10.00 HC, IN United States 2021-07-16
4 RA Capital Healthcare Fund, L.P. 7.88M 20.40% 7.88M 10.00 PN Delaware 2021-07-16
5 Paul B. Manning 4.01M 9.90% 3.35M 658.0K 3.35M 658.0K IN Delaware 2022-02-15
6 Molly G. Hardie 3.45M 8.50% 3.45M 3.45M HC, IN United States of America 2022-02-16
7 Robert D. Hardie 3.45M 8.50% 3.45M 3.45M HC, IN United States of America 2022-02-16
8 Frank M. Sands 3.42M 8.84% 3.42M 3.42M IN State of Delaware 2021-07-13
9 The Paul B. Manning Revocable Trust dated May 10, 2000 3.04M 7.50% 3.04M 3.04M OO Virginia 2022-02-15
10 James B. Murray, Jr. 2.58M 6.40% 2.58M 2.58M IN 2022-02-14
11 David Kroin 2.41M 5.97% 2.41M HC, IN Delaware 2022-01-27
12 Deep Track Biotechnology Master Fund, Ltd. 2.41M 5.97% 2.41M CO Delaware 2022-01-27
13 Deep Track Capital, LP 2.41M 5.97% 2.41M IA, OO Delaware 2022-01-27
14 Sands Capital Global Venture Fund II, L.P. 1.15M 2.97% 1.15M 1.15M PN State of Delaware 2021-07-13
15 Sands Capital Life Sciences Pulse Fund, LLC 1.15M 2.97% 1.15M 1.15M OO State of Delaware 2021-07-13
16 Sands Capital Ventures Discovery Fund III, L.P. 1.12M 2.91% 1.12M 1.12M PN State of Delaware 2021-07-13
17 (1) BlackRock, Inc. 1.12M 2.80% 1.12M 1.12M HC Delaware 2022-10-07
18 BKB Growth Investments, LLC 658.0K 1.60% 658.0K 658.0K OO Delaware 2022-02-15

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
13
-58 vs prev Q
New positions
1
Closed positions
58
Increased
5
Reduced
1
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 RA CAPITAL MANAGEMENT, L.P. 14.93M +— (+0.0%) 31.51M +6.0M (+23.4%) 24.65% +0.000 pp 0.32% +0.008 pp USD11.16 -81.1% 18 qtrs
2 SANDS CAPITAL VENTURES, LLC 3.42M +— (+0.0%) 7.21M +1.4M (+23.4%) 5.64% +0.000 pp 1.39% +0.110 pp USD14.86 -85.8% 18 qtrs
3 FRANKLIN RESOURCES INC 2.31M +— (+0.0%) 4.86M +922.0K (+23.4%) 3.81% +0.000 pp 0.00% +0.000 pp USD4.02 -47.5% 10 qtrs
4 FMR LLC 2.03M -1.8K (-0.1%) 4.28M +807.9K (+23.3%) 3.35% -0.003 pp 0.00% +0.000 pp USD4.00 -47.3% 18 qtrs
5 VANGUARD GROUP INC 1.65M +2.3K (+0.1%) 3.49M +665.4K (+23.6%) 2.73% +0.004 pp 0.00% +0.000 pp USD5.35 -60.6% 18 qtrs
6 KNOLLWOOD INVESTMENT ADVISORY, LLC 1.63M +— (+0.0%) 3.44M +651.4K (+23.4%) 2.69% +0.000 pp 0.32% +0.072 pp USD5.40 -60.9% 13 qtrs
7 ALYESKA INVESTMENT GROUP, L.P. 939.6K +— (+0.0%) 1.98M +375.8K (+23.4%) 1.55% +0.000 pp 0.01% +0.001 pp USD4.08 -48.3% 10 qtrs
8 ADAR1 CAPITAL MANAGEMENT, LLC 891.2K +— (+0.0%) 1.88M +356.5K (+23.4%) 1.47% +0.000 pp 0.14% -0.005 pp USD1.21 +74.4% 5 qtrs
9 LAURION CAPITAL MANAGEMENT LP 867.0K +— (+0.0%) 1.83M +346.8K (+23.4%) 1.43% +0.000 pp 0.07% +0.043 pp USD8.02 -73.7% 18 qtrs
10 PATHSTONE HOLDINGS, LLC 859.1K +— (+0.0%) 1.81M +343.6K (+23.4%) 1.42% +0.000 pp 0.01% +0.001 pp USD2.41 -12.4% 9 qtrs
11 HUDSON BAY CAPITAL MANAGEMENT LP 725.0K -4.0 (0.0%) 1.53M +290.0K (+23.4%) 1.20% +0.000 pp 0.01% +0.001 pp USD3.64 -42.0% 13 qtrs
12 MILLENNIUM MANAGEMENT LLC 584.1K -17.6K (-2.9%) 1.23M +203.6K (+19.8%) 0.96% -0.029 pp 0.00% +0.000 pp USD3.02 -30.1% 17 qtrs
13 RENAISSANCE TECHNOLOGIES LLC 423.1K -161.2K (-27.6%) 892.7K -106.4K (-10.6%) 0.70% -0.266 pp 0.00% +0.000 pp USD1.99 +6.0% 7 qtrs
14 TWO SIGMA ADVISERS, LP 421.8K -1.8K (-0.4%) 890.0K +165.6K (+22.9%) 0.70% -0.003 pp 0.00% +0.000 pp USD3.03 -30.4% 10 qtrs
15 GEODE CAPITAL MANAGEMENT, LLC 410.2K +11.4K (+2.9%) 865.7K +183.6K (+26.9%) 0.68% +0.019 pp 0.00% +0.000 pp USD3.71 -43.1% 18 qtrs
16 SG AMERICAS SECURITIES, LLC 401.0K -2.8K (-0.7%) 846.0K +155.0K (+22.4%) 0.66% -0.005 pp 0.00% -0.001 pp USD1.71 +23.4% 8 qtrs
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 373.2K +158.8K (+74.0%) 787.4K +420.8K (+114.7%) 0.62% +0.262 pp 0.00% +0.000 pp USD2.09 +1.0% 15 qtrs
18 CITADEL ADVISORS LLC 345.3K -148.8K (-30.1%) 728.5K -116.4K (-13.8%) 0.57% -0.246 pp 0.00% +0.000 pp USD1.71 +23.4% 2 qtrs
19 IKARIAN CAPITAL, LLC 254.3K -11.5K (-4.3%) 536.6K +82.1K (+18.1%) 0.42% -0.019 pp 0.04% -0.004 pp USD6.84 -69.2% 14 qtrs
20 BANK OF AMERICA CORP /DE/ 240.2K +26.4K (+12.4%) 506.7K +141.2K (+38.6%) 0.40% +0.044 pp 0.00% +0.000 pp USD2.65 -20.4% 18 qtrs
21 BRIDGEWAY CAPITAL MANAGEMENT, LLC 170.2K -20.0K (-10.5%) 359.1K +33.9K (+10.4%) 0.28% -0.033 pp 0.01% +0.001 pp USD3.10 -31.9% 16 qtrs
22 BLACKROCK, INC. 169.5K -5.2K (-3.0%) 357.7K +58.9K (+19.7%) 0.28% -0.009 pp 0.00% +0.000 pp USD2.47 -14.6% 6 qtrs
23 MORGAN STANLEY 166.9K +17.5K (+11.7%) 352.2K +96.7K (+37.8%) 0.28% +0.029 pp 0.00% +0.000 pp USD2.65 -20.4% 18 qtrs
24 ACADIAN ASSET MANAGEMENT LLC 152.8K +74.9K (+96.1%) 320.0K +189.0K (+144.3%) 0.25% +0.124 pp 0.00% +0.000 pp USD1.91 +10.5% 2 qtrs
25 TWO SIGMA INVESTMENTS, LP 143.2K -56.2K (-28.2%) 302.2K -38.9K (-11.4%) 0.24% -0.093 pp 0.00% 0.000 pp USD3.39 -37.8% 15 qtrs
26 JANE STREET GROUP, LLC 142.1K -65.1K (-31.4%) 299.9K -54.5K (-15.4%) 0.23% -0.108 pp 0.00% +0.000 pp USD1.38 +52.9% 13 qtrs
27 GOLDMAN SACHS GROUP INC 117.9K -29.3K (-19.9%) 248.7K -3.0K (-1.2%) 0.19% -0.048 pp 0.00% +0.000 pp USD2.00 +5.5% 18 qtrs
28 STATE STREET CORP 100.2K -6.5K (-6.1%) 211.4K +29.0K (+15.9%) 0.17% -0.011 pp 0.00% +0.000 pp USD3.18 -33.6% 18 qtrs
29 CATALYST FINANCIAL PARTNERS LLC 89.7K +— (+0.0%) 189.3K +35.9K (+23.4%) 0.15% +0.000 pp 0.02% +0.003 pp USD4.81 -56.1% 11 qtrs
30 NORTHERN TRUST CORP 75.2K +10.3K (+15.8%) 158.7K +47.6K (+42.9%) 0.12% +0.017 pp 0.00% +0.000 pp USD3.02 -30.1% 18 qtrs
31 PROSPERA FINANCIAL SERVICES INC 50.0K +50.0K (+100.0%) 105.5K +105.5K (+100.0%) 0.08% +0.083 pp 0.00% +0.002 pp USD2.11 +0.0% 1 qtrs NEW
32 XTX TOPCO LTD 49.6K +49.6K (+100.0%) 104.6K +104.6K (+100.0%) 0.08% +0.082 pp 0.00% +0.003 pp USD2.11 +0.0% 1 qtrs NEW
33 DIMENSIONAL FUND ADVISORS LP 49.1K +5.5K (+12.7%) 103.5K +29.1K (+39.1%) 0.08% +0.009 pp 0.00% +0.000 pp USD2.97 -29.0% 12 qtrs
34 QUADRATURE CAPITAL LTD 49.0K +49.0K (+100.0%) 103.5K +103.5K (+100.0%) 0.08% +0.081 pp 0.00% +0.001 pp USD2.11 +0.0% 1 qtrs NEW
35 QUBE RESEARCH & TECHNOLOGIES LTD 48.0K +15.1K (+45.9%) 101.2K +45.0K (+80.1%) 0.08% +0.025 pp 0.00% +0.000 pp USD2.17 -2.8% 15 qtrs
36 BOOTHBAY FUND MANAGEMENT, LLC 39.6K -11.5K (-22.4%) 83.5K -3.8K (-4.3%) 0.07% -0.019 pp 0.00% +0.000 pp USD4.61 -54.2% 15 qtrs
37 POINT72 ASSET MANAGEMENT, L.P. 36.4K +36.4K (+100.0%) 76.7K +76.7K (+100.0%) 0.06% +0.060 pp 0.00% +0.000 pp USD2.11 +0.0% 1 qtrs NEW
38 INTREPID FINANCIAL PLANNING GROUP LLC 30.2K +— (+0.0%) 63.6K +12.1K (+23.4%) 0.05% +0.000 pp 0.02% +0.005 pp USD4.39 -51.9% 13 qtrs
39 BARCLAYS PLC 30.0K -32.0K (-51.6%) 63.3K -90.5K (-58.8%) 0.05% -0.053 pp 0.00% +0.000 pp USD2.37 -11.0% 16 qtrs
40 CATALYST FUNDS MANAGEMENT PTY LTD 29.6K +— (+0.0%) 62.5K +11.8K (+23.4%) 0.05% +0.000 pp 0.01% +0.007 pp USD1.34 +57.5% 3 qtrs
41 OMERS ADMINISTRATION CORP 22.5K +22.5K (+100.0%) 47.4K +47.4K (+100.0%) 0.04% +0.037 pp 0.00% +0.000 pp USD2.11 +0.0% 1 qtrs NEW
42 UBS GROUP AG 21.6K -9.3K (-30.1%) 45.5K -7.2K (-13.7%) 0.04% -0.015 pp 0.00% +0.000 pp USD1.91 +10.5% 18 qtrs
43 MARSHALL WACE, LLP 20.9K +20.9K (+100.0%) 44.1K +44.1K (+100.0%) 0.03% +0.035 pp 0.00% +0.000 pp USD2.11 +0.0% 3 qtrs
44 INDEPENDENT ADVISOR ALLIANCE 19.0K +19.0K (+100.0%) 40.1K +40.1K (+100.0%) 0.03% +0.031 pp 0.00% +0.001 pp USD2.11 +0.0% 1 qtrs NEW
45 PFG INVESTMENTS, LLC 19.0K +7.5K (+65.2%) 40.1K +20.4K (+103.9%) 0.03% +0.012 pp 0.00% +0.001 pp USD1.87 +12.8% 2 qtrs
46 PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC 18.0K +— (+0.0%) 38.0K +7.2K (+23.4%) 0.03% +0.000 pp 0.00% +0.000 pp USD4.01 -47.4% 11 qtrs
47 PINNACLE ASSOCIATES LTD 18.0K +— (+0.0%) 38.0K +7.2K (+23.4%) 0.03% +0.000 pp 0.00% +0.000 pp USD1.72 +22.7% 11 qtrs
48 CLUNE & ASSOCIATES, LTD. 16.5K +— (+0.0%) 34.8K +6.6K (+23.4%) 0.03% +0.000 pp 0.01% +0.001 pp USD1.72 +22.7% 5 qtrs
49 VIRTU FINANCIAL LLC 10.9K +10.9K (+100.0%) 23.0K +23.0K (+100.0%) 0.02% +0.018 pp 0.00% +0.001 pp USD2.11 +0.0% 1 qtrs NEW
50 NINE MASTS CAPITAL LTD 10.6K +10.6K (+100.0%) 22.4K +22.4K (+100.0%) 0.02% +0.018 pp 0.00% +0.004 pp USD2.11 +0.0% 1 qtrs NEW
51 WELLS FARGO & COMPANY/MN 7.1K +600.0 (+9.2%) 15.0K +3.9K (+34.8%) 0.01% +0.001 pp 0.00% +0.000 pp USD2.26 -6.6% 18 qtrs
52 ADVISOR GROUP HOLDINGS, INC. 6.9K -400.0 (-5.5%) 14.5K +4.1K (+39.2%) 0.01% -0.001 pp 0.00% +0.000 pp USD2.61 -19.2% 10 qtrs
53 GROUP ONE TRADING, L.P. 4.8K -3.0K (-39.1%) 10.0K -3.3K (-24.8%) 0.01% -0.005 pp 0.00% +0.000 pp USD1.61 +31.1% 14 qtrs
54 TOWER RESEARCH CAPITAL LLC (TRC) 4.5K +4.5K (+100.0%) 9.4K +9.4K (+100.0%) 0.01% +0.007 pp 0.00% +0.000 pp USD2.11 +0.0% 18 qtrs
55 LARSON FINANCIAL GROUP LLC 4.3K +348.0 (+8.7%) 9.2K +2.3K (+34.1%) 0.01% +0.001 pp 0.00% +0.000 pp USD1.74 +21.3% 2 qtrs
56 PNC FINANCIAL SERVICES GROUP, INC. 3.1K +— (+0.0%) 6.5K +1.2K (+23.4%) 0.01% +0.000 pp 0.00% +0.000 pp USD1.11 +90.1% 4 qtrs
57 ROCKEFELLER CAPITAL MANAGEMENT L.P. 3.0K +— (+0.0%) 6.3K +1.2K (+23.4%) 0.01% +0.000 pp 0.00% +0.000 pp USD1.71 +23.4% 2 qtrs
58 TFC FINANCIAL MANAGEMENT, INC. 2.5K +— (+0.0%) 5.3K +1.0K (+23.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.71 +23.4% 2 qtrs
59 ROYAL BANK OF CANADA 2.3K +1.2K (+103.8%) 5.0K +3.0K (+150.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD2.04 +3.4% 18 qtrs
60 JPMORGAN CHASE & CO 2.4K -623.0 (-20.5%) 4.2K -1.1K (-20.5%) 0.00% -0.001 pp 0.00% +0.000 pp USD1.80 +17.2% 18 qtrs
61 NISA INVESTMENT ADVISORS, LLC 1.2K +— (+0.0%) 2.6K +491.0 (+23.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.16 +81.9% 6 qtrs
62 BNP PARIBAS ARBITRAGE, SNC 1.2K +— (+0.0%) 2.6K +490.0 (+23.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.72 +22.7% 5 qtrs
63 EVERSOURCE WEALTH ADVISORS, LLC 407.00 +— (+0.0%) 859.00 +163.0 (+23.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.10 +91.8% 4 qtrs
64 FLAGSHIP HARBOR ADVISORS, LLC 350.00 +350.0 (+100.0%) 739.00 +739.0 (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD2.11 +0.0% 1 qtrs NEW
65 SBI SECURITIES CO., LTD. 323.00 -195.0 (-37.6%) 682.00 -204.0 (-23.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD1.63 +29.4% 5 qtrs
66 FARTHER FINANCE ADVISORS, LLC 200.00 +— (+0.0%) 422.00 +80.0 (+23.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.16 +81.9% 3 qtrs
67 NBT BANK N A /NY 2.00 +— (+0.0%) 422.00 +80.0 (+23.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.00 +111.0% 3 qtrs
68 CLEARSTEAD ADVISORS, LLC 60.00 +60.0 (+100.0%) 127.00 +127.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.10 +0.5% 3 qtrs
69 SRS CAPITAL ADVISORS, INC. 26.00 +— (+0.0%) 55.00 +11.0 (+25.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.69 +24.9% 2 qtrs
70 OPTIVER HOLDING B.V. 5.00 -1.0 (-16.7%) 11.00 +1.0 (+10.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.60 +31.9% 2 qtrs
71 SAVANT CAPITAL, LLC -11.0K (-100.0%) -18.9K (-100.0%) 0.00% -0.018 pp 0.00% 0.000 pp USD 3 qtrs SOLD
72 CWM, LLC -744.0 (-100.0%) -1.0K (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 4 qtrs SOLD
73 CITIGROUP INC -151.0 (-100.0%) -258.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 18 qtrs SOLD
74 BELL INVESTMENT ADVISORS, INC -362.0 (-100.0%) -620.0 (-100.0%) 0.00% -0.001 pp 0.00% 0.000 pp USD 2 qtrs SOLD
75 GSA CAPITAL PARTNERS LLP -32.1K (-100.0%) -55.0K (-100.0%) 0.00% -0.053 pp 0.00% -0.005 pp USD 3 qtrs SOLD
76 ADVISORY SERVICES NETWORK, LLC -1.1K (-100.0%) -1.9K (-100.0%) 0.00% -0.002 pp 0.00% +0.000 pp USD 2 qtrs SOLD
77 JACOBS LEVY EQUITY MANAGEMENT, INC -16.0K (-100.0%) -27.4K (-100.0%) 0.00% -0.026 pp 0.00% 0.000 pp USD 2 qtrs SOLD
78 HRT FINANCIAL LP -14.0K (-100.0%) -23.0K (-100.0%) 0.00% -0.023 pp 0.00% 0.000 pp USD 3 qtrs SOLD
79 INTEGRATED WEALTH CONCEPTS LLC -10.2K (-100.0%) -17.4K (-100.0%) 0.00% -0.017 pp 0.00% 0.000 pp USD 5 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 39 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.03% 417.2K 0.60%
2 iShares Russell 2000 Value ETF IWN 0.01% 1.12M 0.24%
3 Xtrackers Russell 2000 UCITS ETF 1C XRSU.L 0.00% 118.9K 0.30%
4 Global X - Russell 2000 ETF RSSL 0.00% 58.1K 0.08%
5 Invesco Russell 2000 UCITS ETF RTYS.L 0.00% 12.5K 0.25%
6 iShares Russell 2000 BuyWrite ETF IWMW 0.00% 1.9K 0.39%
7 iShares Russell 2000 ETF IWM 0.00% 2.78M 0.19%
8 iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO 0.00% 18.2K 0.36%
9 Dimensional - US Vector Equity ETF DXUV 0.00% 11.1K 0.28%
10 Avantis U.S. Small Cap Equity ETF AVSC 0.00% 64.5K 0.25%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.40
Bearish
Ratio by volume
3.00
Bullish
Buys
19
Sells
48
Shares acquired
8.42M
Shares disposed
295.7K
Cash buys
Cash sales
44.00
Net activity
+8,127,644
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-16 RA CAPITAL MANAGEMENT, L.P. Director / 10% Owner A-Award A Common Stock 6,060,606 3.30 20.00M 19,103,785 I
2026-03-06 Meisner Derek M Officer M-Exempt A Common Stock 2,090 1.85 3.9K 176,089 D
2026-02-27 Meisner Derek M Officer M-Exempt A Common Stock 9,406 1.85 17.4K 183,405 D
2026-01-28 Meisner Derek M Officer M-Exempt D Employee Stock Option (right to buy) 2,671 1.85 4.9K 82,544 D
2026-01-26 Meisner Derek M Officer M-Exempt A Common Stock 15,085 1.85 27.9K 189,084 D
2026-01-23 Meisner Derek M Officer S-Sale D Common Stock 5,633 1.90 10.7K 173,999 D
2026-01-22 Zuga Matt Officer S-Sale D Common Stock 1,687 1.86 3.1K 304,924 D
2026-01-22 Siemers Eric Officer S-Sale D Common Stock 895 1.82 1.6K 255,371 D
2026-01-22 OConnell Daniel Joseph Director / Officer S-Sale D Common Stock 2,689 1.88 5.1K 881,275 D
2026-01-22 Meisner Derek M Officer S-Sale D Common Stock 1,054 1.84 1.9K 179,632 D
2026-01-22 Barton Russell Officer S-Sale D Common Stock 462 1.84 850.08 205,092 D
2026-01-21 Zuga Matt Officer S-Sale D Common Stock 2,473 1.81 4.5K 306,611 D
2026-01-21 Siemers Eric Officer S-Sale D Common Stock 2,331 1.80 4.2K 256,266 D
2026-01-21 OConnell Daniel Joseph Director / Officer S-Sale D Common Stock 9,346 1.81 16.9K 883,964 D
2026-01-21 Meisner Derek M Officer S-Sale D Common Stock 2,247 1.81 4.1K 180,686 D
2026-01-21 Barton Russell Officer S-Sale D Common Stock 2,315 1.81 4.2K 205,554 D
2026-01-20 OConnell Daniel Joseph Director / Officer A-Award A Common Stock 299,800 0.00 893,310 D
2026-01-16 Zuga Matt Officer A-Award A Employee Stock Option (right to buy) 148,700 1.89 281.0K 148,700 D
2026-01-16 Siemers Eric Officer A-Award A Employee Stock Option (right to buy) 148,700 1.89 281.0K 148,700 D
2026-01-16 Schacterle Amy Officer A-Award A Common Stock 84,600 0.00 92,303 D
2026-01-16 Meisner Derek M Officer A-Award A Employee Stock Option (right to buy) 148,700 1.89 281.0K 148,700 D
2026-01-16 Doherty James J. Officer A-Award A Employee Stock Option (right to buy) 250,300 1.89 473.1K 250,300 D
2026-01-16 Barton Russell Officer A-Award A Employee Stock Option (right to buy) 126,900 1.89 239.8K 126,900 D
2026-01-12 OConnell Daniel Joseph Director / Officer S-Sale D Common Stock 5,388 1.73 9.3K 593,510 D
2026-01-12 Meisner Derek M Officer S-Sale D Common Stock 8,548 1.71 14.7K 83,800 D
2026-01-09 OConnell Daniel Joseph Director / Officer S-Sale D Common Stock 12,941 1.76 22.8K 598,898 D
2026-01-09 Meisner Derek M Officer S-Sale D Common Stock 5,200 1.76 9.2K 92,348 D
2026-01-08 Zuga Matt Officer S-Sale D Common Stock 6,888 1.82 12.5K 209,951 D
2026-01-08 OConnell Daniel Joseph Director / Officer S-Sale D Common Stock 8,143 1.82 14.8K 611,839 D
2026-01-08 Meisner Derek M Officer S-Sale D Common Stock 6,819 1.82 12.4K 127,640 D
2026-01-08 Doherty James J. Officer S-Sale D Common Stock 6,467 1.82 11.8K 54,033 D
2026-01-08 Barton Russell Officer S-Sale D Common Stock 3,530 1.86 6.6K 123,269 D
2026-01-07 Zuga Matt Officer S-Sale D Common Stock 4,105 2.00 8.2K 218,539 D
2026-01-07 Schacterle Amy Officer S-Sale D Common Stock 1,097 1.98 2.2K 7,703 D
2026-01-07 OConnell Daniel Joseph Director / Officer S-Sale D Common Stock 37,755 1.99 75.0K 619,982 D
2026-01-07 Meisner Derek M Officer S-Sale D Common Stock 10,070 1.99 20.0K 134,459 D
2026-01-07 Doherty James J. Officer S-Sale D Common Stock 1,700 1.99 3.4K 60,500 D
2026-01-07 Barton Russell Officer S-Sale D Common Stock 1,700 1.99 3.4K 126,799 D
2026-01-06 Zuga Matt Officer S-Sale D Common Stock 5,100 1.97 10.0K 222,644 D
2026-01-06 Siemers Eric Officer S-Sale D Common Stock 6,834 1.97 13.4K 159,464 D
2026-01-06 OConnell Daniel Joseph Director / Officer S-Sale D Common Stock 5,102 1.97 10.0K 657,737 D
2026-01-06 Meisner Derek M Officer S-Sale D Common Stock 7,097 1.97 14.0K 150,030 D
2026-01-06 Barton Russell Officer S-Sale D Common Stock 3,618 1.97 7.1K 128,499 D
2026-01-05 Zuga Matt Officer S-Sale D Common Stock 4,000 1.96 7.8K 227,744 D
2026-01-05 Siemers Eric Officer S-Sale D Common Stock 4,000 1.96 7.8K 166,298 D
2026-01-05 OConnell Daniel Joseph Director / Officer S-Sale D Common Stock 4,649 1.97 9.2K 662,839 D
2026-01-05 Meisner Derek M Officer S-Sale D Common Stock 4,000 1.96 7.8K 157,127 D
2026-01-05 Barton Russell Officer S-Sale D Common Stock 4,000 1.96 7.8K 132,117 D
2025-11-06 Golumbeski George Director A-Award A Stock Option (right to buy) 50,000 1.90 95.0K 50,000 D
2025-06-04 Stoppel Laura Director A-Award A Common Stock 12,800 0.00 12,800 D
2025-06-04 Stalfort John A III Director A-Award A Stock Option (right to buy) 19,500 1.07 20.9K 19,500 D
2025-06-04 RA CAPITAL MANAGEMENT, L.P. Director / 10% Owner A-Award A Common Stock 12,800 0.00 12,800 I
2025-06-04 Porter Derrell Director A-Award A Common Stock 12,800 0.00 12,800 D
2025-06-04 Ives Jeffrey L. Director A-Award A Common Stock 12,800 0.00 12,800 D
2025-06-04 Fountain Nathan B Director A-Award A Common Stock 12,800 0.00 19,050 D
2025-06-04 Drapkin Kimberlee C Director A-Award A Common Stock 12,800 0.00 12,800 D
2025-01-23 Zuga Matt Officer S-Sale D Common Stock 28,902 1.72 49.6K 231,744 D
2025-01-21 Zuga Matt Officer S-Sale D Common Stock 4,364 1.60 7.0K 260,646 D
2025-01-21 Siemers Eric Officer S-Sale D Common Stock 3,219 1.59 5.1K 170,298 D
2025-01-21 OConnell Daniel Joseph Director / Officer S-Sale D Common Stock 12,619 1.59 20.1K 667,488 D
2025-01-21 Meisner Derek M Officer S-Sale D Common Stock 3,418 1.59 5.4K 161,127 D
2025-01-21 Barton Russell Officer S-Sale D Common Stock 2,914 1.61 4.7K 136,117 D
2025-01-07 OConnell Daniel Joseph Director / Officer A-Award A Common Stock 225,400 0.00 680,107 D
2025-01-06 Zuga Matt Officer A-Award A Employee Stock Option (right to buy) 100,300 1.85 185.6K 100,300 D
2025-01-06 Siemers Eric Officer A-Award A Employee Stock Option (right to buy) 100,300 1.85 185.6K 100,300 D
2025-01-06 Schacterle Amy Officer A-Award A Common Stock 8,800 0.00 8,800 D
2025-01-06 Meisner Derek M Officer A-Award A Employee Stock Option (right to buy) 100,300 1.85 185.6K 100,300 D
2025-01-06 Doherty James J. Officer A-Award A Employee Stock Option (right to buy) 93,300 1.85 172.6K 93,300 D
2025-01-06 Barton Russell Officer A-Award A Employee Stock Option (right to buy) 74,700 1.85 138.2K 74,700 D
2025-01-03 Zuga Matt Officer S-Sale D Common Stock 13,235 1.84 24.4K 198,210 D
2025-01-03 Siemers Eric Officer S-Sale D Common Stock 10,859 1.85 20.0K 106,717 D
2025-01-03 OConnell Daniel Joseph Director / Officer S-Sale D Common Stock 47,778 1.84 87.9K 454,707 D
2025-01-03 Meisner Derek M Officer S-Sale D Common Stock 11,122 1.84 20.5K 97,745 D
2025-01-03 Barton Russell Officer S-Sale D Common Stock 7,636 1.86 14.2K 89,231 D
2024-11-05 Schacterle Amy Officer A-Award A Employee Stock Option (right to buy) 340,000 2.95 1.00M 340,000 D
2024-06-10 Stoppel Laura Director A-Award A Stock Option (right to buy) 25,000 2.62 65.5K 25,000
2024-06-10 Stalfort John A III Director A-Award A Stock Option (right to buy) 25,000 2.62 65.5K 25,000
2024-06-10 RA CAPITAL MANAGEMENT, L.P. Director / 10% Owner A-Award A Stock Option (Right to Buy) 25,000 2.62 65.5K 25,000
2024-06-10 Porter Derrell Director A-Award A Stock Option (right to buy) 25,000 2.62 65.5K 25,000
2024-06-10 Ives Jeffrey L. Director A-Award A Stock Option (right to buy) 25,000 2.62 65.5K 25,000
2024-06-10 Fountain Nathan B Director A-Award A Stock Option (right to buy) 25,000 2.62 65.5K 25,000
2024-06-10 Drapkin Kimberlee C Director A-Award A Stock Option (right to buy) 25,000 2.62 65.5K 25,000
2024-02-01 Doherty James J. Officer A-Award A Employee Stock Option (right to buy) 601,000 3.11 1.87M 601,000
2024-01-19 OConnell Daniel Joseph Director / Officer S-Sale D Common Stock 15,200 3.47 52.8K 502,485
2024-01-19 Meisner Derek M Officer S-Sale D Common Stock 8,933 3.48 31.0K 108,867
2024-01-18 Zuga Matt Officer S-Sale D Common Stock 4,242 3.71 15.7K 211,445
2024-01-18 Siemers Eric Officer S-Sale D Common Stock 3,124 3.71 11.6K 117,576
2024-01-18 Barton Russell Officer S-Sale D Common Stock 2,833 3.73 10.6K 96,867
2024-01-02 Zuga Matt Officer A-Award A Employee Stock Option (right to buy) 159,000 4.23 672.6K 159,000
2024-01-02 Siemers Eric Officer A-Award A Employee Stock Option (right to buy) 141,000 4.23 596.4K 141,000
2024-01-02 OConnell Daniel Joseph Director / Officer A-Award A Common Stock 401,000 0.00 517,685
2024-01-02 Meisner Derek M Officer A-Award A Common Stock 91,000 0.00 117,800
2024-01-02 Barton Russell Officer A-Award A Common Stock 73,000 0.00 99,700
2023-08-17 Ives Jeffrey L. Director S-Sale D Common Stock 2,800 6.66 18.6K 0
2023-07-21 RA CAPITAL MANAGEMENT, L.P. Director / 10% Owner P-Purchase A Common Stock 5,161,290 7.75 40.00M 13,043,179
2023-06-06 Stoppel Laura Director A-Award A Stock Option (right to buy) 25,000 5.20 130.0K 25,000
2023-06-06 Stalfort John A III Director A-Award A Stock Option (right to buy) 25,000 5.20 130.0K 25,000
2023-06-06 RA CAPITAL MANAGEMENT, L.P. Director / 10% Owner A-Award D Stock Option (Right to Buy) 25,000 5.20 130.0K 25,000
2023-06-06 Porter Derrell Director A-Award A Stock Option (right to buy) 25,000 5.20 130.0K 25,000
2023-06-06 Ives Jeffrey L. Director A-Award A Stock Option (right to buy) 25,000 5.20 130.0K 25,000
2023-06-06 Fountain Nathan B Director A-Award A Stock Option (right to buy) 25,000 5.20 130.0K 25,000
2023-06-06 Drapkin Kimberlee C Director A-Award A Stock Option (right to buy) 25,000 5.20 130.0K 25,000
2023-01-17 Zuga Matt Officer A-Award A Common Stock 33,500 0.00 109,687
2023-01-17 Siemers Eric Officer A-Award A Employee Stock Option (right to buy) 120,200 0.00 120,200
2023-01-17 OConnell Daniel Joseph Officer A-Award A Employee Stock Option (right to buy) 472,500 0.00 472,500
2023-01-17 Meisner Derek M Officer A-Award A Employee Stock Option (right to buy) 120,800 0.00 120,800
2023-01-17 Barton Russell Officer A-Award A Employee Stock Option (right to buy) 120,200 0.00 120,200
2023-01-04 Porter Derrell 0
2022-12-29 Zuga Matt Officer M-Exempt D Stock Option (right to buy) 50,000 0.00 401,369
2022-09-06 Meisner Derek M Officer A-Award A Employee Stock Option (right to buy) 225,000 6.08 1.37M 225,000
2022-06-15 Stoppel Laura Director A-Award A Stock Option (right to buy) 25,000 0.00 25,000
2022-06-15 Stalfort John A III Director A-Award A Stock Option (right to buy) 25,000 0.00 25,000
2022-06-15 Shah Rajeev M. Director A-Award A Stock Option (Right to Buy) 25,000 0.00 25,000
2022-06-15 Sevigny Jeffrey Director A-Award A Stock Option (right to buy) 25,000 0.00 25,000
2022-06-15 RA CAPITAL MANAGEMENT, L.P. Director / 10% Owner A-Award A Stock Option (Right to Buy) 25,000 3.59 89.8K 25,000
2022-06-15 Ives Jeffrey L. Director A-Award A Stock Option (right to buy) 25,000 0.00 25,000
2022-06-15 Fountain Nathan B Director A-Award A Stock Option (right to buy) 25,000 0.00 25,000
2022-06-15 Drapkin Kimberlee C Director A-Award A Stock Option (right to buy) 25,000 0.00 25,000
2022-04-01 Drapkin Kimberlee C Director A-Award A Stock Option Grant (right to buy) 50,000 4.01 200.5K 50,000
2022-01-19 Zuga Matt Officer A-Award A Employee Stock Option (right to buy) 150,000 5.19 778.5K 150,000
2022-01-19 Siemers Eric Officer A-Award A Employee Stock Option (right to buy) 90,000 5.19 467.1K 90,000
2022-01-19 OConnell Daniel Joseph Director / Officer A-Award A Employee Stock Option (right to buy) 455,000 5.19 2.36M 455,000
2022-01-19 Barton Russell Officer A-Award A Employee Stock Option (right to buy) 135,000 5.19 700.7K 135,000
2021-11-30 OConnell Daniel Joseph Director / Officer M-Exempt A Common Stock 1,118 4.47 5.0K 2,685
2021-07-06 Zuga Matt Officer C-Conversion A Common Stock 26,187 0.00 26,187
2021-07-06 Stalfort John A III Director P-Purchase A Common Stock 35,000 16.00 560.0K 172,324
2021-07-06 Sands Capital Ventures Discovery Fund III, L.P. 10% Owner P-Purchase A Common Stock 450,000 14.88 6.70M 3,417,075
2021-07-06 RA CAPITAL MANAGEMENT, L.P. Director / 10% Owner C-Conversion A Common Stock 1,184,366 0.00 1,184,336
2021-07-06 OConnell Daniel Joseph Director / Officer M-Exempt D Warrant (Right to Buy) 35 4.47 156.45 0
2021-07-06 Manning Paul B 10% Owner P-Purchase A Common Stock 312,500 16.00 5.00M 3,352,693
2021-07-06 Hardie Robert D. 10% Owner C-Conversion D Series B Preferred Stock 657,985 0.00 0
2021-07-06 Fountain Nathan B Director P-Purchase A Common Stock 6,250 16.00 100.0K 6,250
2021-06-30 Zuga Matt Officer D Series A-1 Preferred Stock 15,659 0.00 0
2021-06-30 Stoppel Laura Director A-Award A Stock Option (Right to Buy) 34,000 16.00 544.0K 34,000
2021-06-30 Stalfort John A III Director I Series B Preferred 131,595 0.00 0
2021-06-30 Siemers Eric Officer D Stock Option (Right to Buy) 186,800 0.72 134.5K 0
2021-06-30 Sevigny Jeffrey Director D Stock Option (Right to Buy) 46,420 0.72 33.4K 0
2021-06-30 Sands Capital Ventures Discovery Fund III, L.P. 10% Owner D Series A-1 Preferred Stock 1,124,729 0.00 0
2021-06-30 RA CAPITAL MANAGEMENT, L.P. Director / 10% Owner I Series B Preferred Stock 588,850 0.00 0
2021-06-30 OConnell Daniel Joseph Director / Officer D Common Stock 0 0.00 1,419
2021-06-30 Manning Paul B 10% Owner I Common Stock 0 0.00 89,709
2021-06-30 Ives Jeffrey L. Director D Stock Option (Right to Buy) 7,828 4.47 35.0K 0
2021-06-30 Hardie Robert D. 10% Owner I Series B Preferred Stock 2,076,326 0.00 0
2021-06-30 Fountain Nathan B Director A-Award A Stock Option (Right to Buy) 34,000 16.00 544.0K 34,000
2021-06-30 Barton Russell Officer D Stock Option (Right to Buy) 46,420 0.72 33.4K 0
2008-01-28 STOVER JACK E Director A-Award A Stock Option 15,000 0.69 10.4K 15,000
2008-01-28 Kogod Dennis Director A-Award A Stock Option 15,000 0.69 10.4K 15,000
2007-07-12 STOVER JACK E Director A-Award A Common Stock (Restricted) 40,625 0.00 40,625
2007-07-12 Kogod Dennis Director A-Award A Common Stock (Restricted) 9,375 0.00 9,375
2007-05-10 Kogod Dennis Director A-Award A Common stock (restricted) 15,244 0.00 15,244
2007-01-11 STOVER JACK E Director A-Award A Stock Option 15,000 0.51 7.7K 15,000
2007-01-11 Kogod Dennis Director A-Award A Stock Option 15,000 0.51 7.7K 15,000
2006-11-09 STOVER JACK E Director A-Award A Common Stock (restricted) 26,563 0.00 26,563
2006-11-09 Kogod Dennis Director A-Award A Common Stock (restricted) 7,031 0.00 7,031
2006-09-15 STOVER JACK E Director P-Purchase A Common stock 1,000 0.70 700.00 1,000
2006-06-12 Kogod Dennis Director P-Purchase A Common Stock 10,000 1.12 11.2K 10,000
2006-01-11 STOVER JACK E Director A-Award A Stock Option (right to buy) 5,000 1.66 8.3K 5,000
2006-01-11 Kogod Dennis Director A-Award A Stock Option (right to buy) 10,000 1.66 16.6K 10,000
2006-01-11 HAUSMAN MARVIN S MD Director A-Award A Stock Option (right to buy) 15,000 1.66 24.9K 15,000
2006-01-11 EDDLEMAN ROY T Director A-Award A Stock Option (right to buy) 15,000 1.66 24.9K 15,000
2005-10-05 HAUSMAN MARVIN S MD Director A-Award A Stock Option (right to buy) 30,000 1.80 54.0K 30,000
2005-05-16 STOVER JACK E Director A-Award A Stock Option (right to buy) 15,000 2.48 37.2K 15,000
2005-05-16 Kogod Dennis Director A-Award A Stock Option (right to buy) 15,000 2.48 37.2K 15,000
2005-05-16 HAUSMAN MARVIN S MD Director A-Award A Stock Option (right to buy) 15,000 2.48 37.2K 15,000
2004-11-02 STOVER JACK E Director D Stock Option (right to buy) 30,000 2.97 89.1K 0
2003-10-30 HAUSMAN MARVIN S MD Director D Stock Option (right to buy) 18,000 1.00 18.0K 0
2003-10-30 EDDLEMAN ROY T Director D Common Stock 0 0.00 0
2003-10-29 HAUSMAN MARVIN S MD Director D Warrants (right to buy) 100,000 2.50 250.0K 0

Executive team

Top executives
Shares Outstanding
60.57M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Daniel O’Connell Chief Executive Officer 646.4K 412.5K 478.3K 305.7K 20.7K 1.86M 47.80%
2 2025 Jim Doherty President and Chief Development Officer 520.0K 115.1K 133.4K 223.6K 20.8K 1.01M 24.53%
3 2025 Matthew Zuga Chief Financial Officer and Chief Business Officer 487.0K 123.6K 143.4K 173.0K 21.8K 948.8K 28.14%
4 2024 Daniel O’Connell Chief Executive Officer 621.5K 1.70M 2.04M 406.8K 19.3K 4.78M 78.09%
5 2024 Jim Doherty President and Chief Development Officer 458.3K 1.49M 210.9K 19.9K 2.18M 68.42%
6 2024 Jim Doherty President and Chief Development Officer 458.3K 1.49M 210.9K 19.9K 2.18M 68.42%
7 2024 Matthew Zuga Chief Financial Officer and Chief Business Officer 468.3K 448.4K 538.0K 215.8K 19.1K 1.69M 58.38%
8 2023 Daniel O’Connell Chief Executive Officer 597.6K 696.5K 2.19M 427.3K 18.4K 3.93M 73.45%
9 2023 Matthew Zuga Chief Financial Officer and Chief Business Officer 450.3K 204.7K 699.0K 234.1K 18.2K 1.61M 56.26%
10 2023 Derek Meisner Chief Legal Officer 455.7K 45.0K 163.7K 559.9K 236.9K 15.3K 1.48M 49.01%
11 2022 Daniel O’Connell President and Chief Executive Officer 570.5K 1.76M 290.9K 39.8K 2.66M 66.15%
12 2022 Daniel O’Connell Chief Executive Officer 570.5K 1.76M 290.9K 39.8K 2.66M 66.15%
13 2022 Derek Meisner Chief Legal Officer 141.7K 45.0K 1.04M 52.9K 538.00 1.28M 81.23%
14 2022 Matthew Zuga Chief Financial Officer and Chief Business Officer 429.8K 580.5K 163.1K 15.3K 1.19M 48.83%
15 2021 Daniel O’Connell President and Chief Executive Officer 524.6K 676.2K 275.4K 1.6K 1.48M 45.76%
16 2021 Daniel O’Connell President and Chief Executive Officer 524.6K 676.2K 275.4K 1.6K 1.48M 45.76%
17 2021 Matthew Zuga Chief Financial Officer and Chief Business Officer 315.4K 55.0K 257.3K 150.9K 200.00 778.8K 33.03%
18 2021 Matthew Zuga Chief Financial Officer and Chief Business Officer 315.4K 55.0K 257.3K 150.9K 200.00 778.8K 33.03%
19 2021 Eric Siemers, M.D. Chief Medical Officer 336.2K 177.3K 124.3K 200.00 637.9K 27.79%
20 2020 Daniel O’Connell President and Chief Executive Officer 240.0K 96.0K 336.0K 0.00%
21 2020 Eric Siemers, M.D. Chief Medical Officer 180.0K 57.6K 237.6K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-23 DEFA14A
2026-04-23 DEF 14A
2025-04-23 DEFA14A
2025-04-23 DEF 14A
2024-04-22 DEFA14A
2024-04-22 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-04-23 DEFA14A
2026-04-23 DEF 14A
2026-04-23 ARS
2026-04-07 SC 13G
2026-04-01 EFFECT
2026-04-01 424B3
2026-03-26 S-8
2026-03-26 S-3
2026-03-26 8-K
2026-03-26 10-K

Executive team

NameTitleCompensationGender
Daniel J. O'Connell Chief Executive Officer & Director 972.7K male
James Doherty President & Chief Development Officer 764.4K
Derek Meisner Chief Legal Officer & Corporate Secretary 752.9K male
Matt Zuga Chief Financial Officer & Chief Business Officer 681.8K male
Russell Barton Chief Operating Officer 223.7K male
William L. Klein Co-Founder 42.0K
Grant A. Krafft Co-Founder 42.0K
Caleb E. Finch Co-Founder 42.0K
Julie Bockenstette Chief People Officer female
Alex Braun Vice President & Head of Investor Relations female
Kelly Carranza Senior Vice President of Finance & Accounting and Corporate Controller female
Robyn Moxon Associate Director of Communications female
ESG Rating
B
BIOTECHNOLOGY
Rank: 319 out of 710
2025
E (Environmental)
57.9 / 56.3
Company / Sector avg.
S (Social)
65.3 / 62.4
Company / Sector avg.
G (Governance)
62.4 / 60.9
Company / Sector avg.
ESG Total
61.9 / 59.9
Company / Sector avg.
ESG Score History BIOTECHNOLOGY
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend history

Earnings history

Earnings reports

Stock splits