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AudioEye, Inc. (AEYE)

USD6.98 -0.09 (-1.27%)
US NASDAQ Technology Software - Application
Address 5210 East Williams Circle 85711
Tucson, AZ, US
CEO David D. Moradi
IPO 2013-04-26
CIK 1362190 ISIN US0507342014

Explore sections of this company profile

Description

AudioEye, Inc. provides patented, Internet content publication and distribution software and related services to Internet and other media to people regardless of their device, location, or disabilities in the United States. Its software and services enable conversion of digital content into accessible formats and allow for real time distribution to end users on any Internet connected device. The company’s offering provides ongoing testing, automated fixes, and 24/7 monitoring that enhances conformance with web content accessibility guidelines; identifies and fixes the accessibility errors and addresses a range of disabilities, including dyslexia, color blindness, epilepsy, and others; and offers additional solutions to provide for enhanced compliance and accessibility, including periodic auditing, custom fixes by experts, and legal support services, as well as PDF remediation services, mobile application, and audit reporting services to help customers with their digital accessibility needs. It serves small- and medium-sized businesses, corporate enterprises, non-profit organizations, and federal government agencies, as well as federal, state, and local governments and agencies through content management system partners, platform and agency partners, authorized resellers, and the marketplace. AudioEye, Inc. was incorporated in 2005 and is based in Tucson, Arizona.

News Sentiment (7d)
50 Neutral

Based on only 1 article — low confidence

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
USD6.98 -0.09 (-1.27%)
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Volume Profile
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Liquidity & share structure
Average Volume
145.7K
Beta
0.78
Float Shares
8.45M
Free Float %
67.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.43% -1.30% +24.47% +14.16% -39.94% -24.12% -41.24% +23.86% -58.31% +68.44% -72.93%
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
6.98
Low 12.00 +72.0%
Consensus 14.00 +100.7%
Median 14.00 +100.7%
High 16.00 +129.4%
DCF (Unlevered) 33.04 +373.6%
DCF (Levered) 33.60 +381.7%

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) 80% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 3 -1
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 2
14.00
+100.7%
Last Year 3
15.33
+119.8%
All Time 13
19.92
+185.6%
Quality scores
Altman Z-Score
-1.63
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Software - Application: +13.0%
    +14.5% Q1'26: +8.4% (vs Q1'25)
  • EPS growth Software - Application: +28.6%
    +30.6% Q1'26: -41.7% (vs Q1'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    -2.7% Q1'26: +11.9% (vs Q1'25)
  • EBIT margin Software - Application: +9.4%
    -7.9% Q1'26: +0.0% (vs Q1'25)
  • ROIC Software - Application: +7.5%
    -25.0% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Software - Application: +0.0%
    +4.4% Q1'26: +0.6% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    34.11× Q1'26: -0.16× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.77) × ERP
WACC = 88% × Ke + 12% × Kd (7.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 32.74 Current price: 6.98
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 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
3 Rev. Ana.
3 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Revenue
5.66M
est: 5.61M (+0.8%)
10.77M
est: 10.34M (+4.1%)
20.48M
est: 20.43M (+0.2%)
24.50M
est: 24.43M (+0.3%)
29.91M
est: 29.92M (0.0%)
31.32M
est: 32.26M (-2.9%)
35.20M
est: 35.21M (0.0%)
40.31M
est: 40.29M (+0.0%)
43.90M
43.54M – 44.25M
+9.0% YoY
49.02M
48.64M – 49.44M
+11.7% YoY
EBITDA
-4.29M
est: -1.33M (-222.7%)
-6.77M
est: -2.45M (-176.5%)
-5.84M
est: -4.84M (-20.7%)
-12.61M
est: -5.78M (-118.0%)
-7.76M
est: -7.09M (-9.5%)
-3.34M
est: 13.48M (-124.8%)
-635.0K
est: 14.71M (-104.3%)
387.0K
est: 16.83M (-97.7%)
18.34M
18.19M – 18.49M
+9.0% YoY
20.48M
20.32M – 20.65M
+11.7% YoY
EBIT
-4.57M
est: -1.75M (-161.6%)
-7.71M
est: -3.22M (-139.3%)
-7.01M
est: -6.36M (-10.2%)
-14.20M
est: -7.61M (-86.6%)
-10.43M
est: -9.32M (-11.9%)
-5.97M
est: 10.82M (-155.1%)
-3.39M
est: 11.81M (-128.7%)
-3.18M
est: 13.52M (-123.5%)
14.73M
14.61M – 14.85M
+9.0% YoY
16.45M
16.32M – 16.59M
+11.7% YoY
Net Income
-5.02M
est: -5.05M (+0.6%)
-7.78M
est: -11.29M (+31.1%)
-7.16M
est: -3.69M (-94.2%)
-14.21M
est: -10.82M (-31.3%)
-10.43M
est: -1.07M (-875.1%)
-5.87M
est: -3.64M (-61.2%)
-4.25M
est: 6.55M (-164.9%)
-3.08M
est: 8.54M (-136.0%)
10.99M
10.87M – 11.11M
+28.7% YoY
14.04M
13.89M – 14.19M
+27.7% YoY
SGA
7.41M
est: 5.12M (+44.8%)
13.54M
est: 9.43M (+43.7%)
20.42M
est: 18.63M (+9.6%)
28.59M
est: 22.27M (+28.4%)
27.04M
est: 27.28M (-0.9%)
23.32M
est: 27.80M (-16.1%)
26.25M
est: 30.35M (-13.5%)
30.15M
est: 34.73M (-13.2%)
37.83M
37.53M – 38.14M
+9.0% YoY
42.24M
41.92M – 42.61M
+11.7% YoY
EPS
-0.73
est: -0.43 (-71.8%)
-0.97
est: -0.95 (-2.1%)
-0.77
est: -0.31 (-148.4%)
-1.29
est: -0.91 (-41.8%)
-0.91
est: -0.09 (-911.1%)
-0.50
est: -0.29 (-70.6%)
-0.36
est: 0.53 (-168.2%)
-0.25
est: 0.69 (-136.3%)
0.89
0.88 – 0.89
+28.6% YoY
1.13
1.12 – 1.14
+27.7% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-05-08 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-05-07 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-05-06 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-05-05 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-05-04 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-05-01 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-30 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-29 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-28 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-27 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-24 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-23 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-22 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-21 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-20 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-17 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-16 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
4.88M
OE per share TTM
0.39
Owner's Yield
5.11%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
3.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
25
Total invested
4.20M
Insider transactions (90d)
2
Beneficial owners (>5%)
16
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Craig Boden 3.48M 8.07% 3.7K 3.47M 3.7K IN United States 2013-05-08
2 David Moradi 3.23M 28.40% 3.23M 3.23M IN United States of America 2022-02-14
3 Sero Capital LLC 2.86M 25.20% 2.86M OO Delaware 2022-02-14
4 Greenhaven Road Investment Management, LP 819.9K 8.00% 819.9K 819.9K 819.9K 819.9K PN USA 2021-02-16
5 Carr Bettis 791.1K 7.00% 791.1K 791.1K IN Citizenship or place of organization 2022-02-15
6 Keith Kosow 621.1K 5.47% 621.1K 621.1K IN United States 2022-02-17
7 94-3366999 595.6K 5.25% 595.6K IA USA 2022-02-14
8 J. Carlo Cannell 595.6K 5.25% 595.6K HC USA 2022-02-14
9 MVM Funds, LLC 568.3K 5.00% 568.3K 568.3K OO Citizenship or Place of Organization 2022-02-14
10 Scott Stewart Miller 568.3K 5.00% 568.3K 568.3K IN Citizenship or Place of Organization 2022-02-14
11 Greenhaven Road Capital Fund 2, L.P. 482.7K 4.70% 482.7K 482.7K 482.7K 482.7K PN USA 2021-02-16
12 Ernest Purcell 481.8K 4.70% 481.8K 481.8K IN United States 2021-02-16
13 CSB IV US Holdings, LLC 432.4K 3.80% 432.4K 432.4K IN Citizenship or place of organization 2022-02-15
14 KTK Capital, Inc. 389.7K 3.43% 389.7K 389.7K OO United States 2022-02-17
15 Greenhaven Road Capital Fund 1, L.P. 337.2K 3.30% 337.2K 337.2K 337.2K 337.2K PN USA 2021-02-16
16 Cedar Holdings MGMT 231.3K 2.04% 231.3K 231.3K OO United States 2022-02-17

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
25
-58 vs prev Q
New positions
9
Closed positions
65
Increased
16
Reduced
3
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 WASATCH ADVISORS LP 1.14M -183.8K (-13.9%) 11.35M -6.9M (-38.0%) 9.15% -1.453 pp 0.07% -0.031 pp USD11.15 -10.4% 4 qtrs
2 BLACKROCK, INC. 464.1K +31.5K (+7.3%) 4.64M -1.4M (-22.7%) 3.74% +0.263 pp 0.00% +0.000 pp USD21.31 -53.1% 6 qtrs
3 VANGUARD GROUP INC 451.3K +17.6K (+4.1%) 4.51M -1.5M (-25.0%) 3.64% +0.151 pp 0.00% +0.000 pp USD17.31 -42.3% 29 qtrs
4 FORMULA GROWTH LTD 270.0K +50.0K (+22.7%) 2.70M -351.9K (-11.5%) 2.18% +0.407 pp 1.04% -0.046 pp USD12.67 -21.2% 5 qtrs
5 KENNEDY CAPITAL MANAGEMENT LLC 246.4K +458.0 (+0.2%) 2.46M -947.2K (-27.8%) 1.98% +0.009 pp 0.05% -0.023 pp USD11.71 -14.7% 4 qtrs
6 GEODE CAPITAL MANAGEMENT, LLC 188.0K -6.4K (-3.3%) 1.88M -816.0K (-30.3%) 1.51% -0.047 pp 0.00% 0.000 pp USD15.23 -34.4% 28 qtrs
7 STATE STREET CORP 175.9K +3.5K (+2.0%) 1.76M -633.0K (-26.5%) 1.42% +0.031 pp 0.00% +0.000 pp USD17.84 -44.0% 19 qtrs
8 JACOBS LEVY EQUITY MANAGEMENT, INC 136.0K +24.8K (+22.3%) 1.36M -182.7K (-11.9%) 1.10% +0.202 pp 0.01% -0.001 pp USD10.90 -8.3% 4 qtrs
9 SKYLANDS CAPITAL, LLC 133.3K +40.5K (+43.6%) 1.33M +45.3K (+3.5%) 1.07% +0.328 pp 0.18% +0.003 pp USD11.64 -14.2% 5 qtrs
10 MANATUCK HILL PARTNERS, LLC 90.3K -61.3K (-40.4%) 902.1K -1.2M (-57.1%) 0.73% -0.491 pp 0.32% -0.380 pp USD12.29 -18.7% 8 qtrs
11 UBS GROUP AG 79.5K -107.7K (-57.5%) 794.0K -1.8M (-69.4%) 0.64% -0.864 pp 0.00% 0.000 pp USD15.16 -34.1% 7 qtrs
12 NORTHERN TRUST CORP 78.7K -259.0 (-0.3%) 785.8K -308.0K (-28.2%) 0.63% -0.001 pp 0.00% +0.000 pp USD15.72 -36.5% 12 qtrs
13 FOCUS FINANCIAL NETWORK, INC. 73.5K +— (+0.0%) 734.6K -284.6K (-27.9%) 0.59% +0.002 pp 0.03% -0.011 pp USD12.38 -19.3% 3 qtrs
14 CREATIVE PLANNING 70.2K +278.0 (+0.4%) 700.8K -267.6K (-27.6%) 0.57% +0.004 pp 0.00% 0.000 pp USD25.54 -60.9% 21 qtrs
15 ARCADIA WEALTH MANAGEMENT, INC. 63.4K +16.0K (+33.8%) 632.9K -23.4K (-3.6%) 0.51% +0.130 pp 0.36% -0.036 pp USD13.89 -28.1% 5 qtrs
16 BANK OF NEW YORK MELLON CORP 57.0K +5.5K (+10.6%) 569.1K -144.7K (-20.3%) 0.46% +0.045 pp 0.00% +0.000 pp USD15.32 -34.8% 7 qtrs
17 GSA CAPITAL PARTNERS LLP 50.8K +50.8K (+100.0%) 508.0K +508.0K (+100.0%) 0.41% +0.410 pp 0.04% +0.044 pp USD9.99 +0.0% 1 qtrs NEW
18 GOLDMAN SACHS GROUP INC 43.2K -27.7K (-39.0%) 431.6K -550.8K (-56.1%) 0.35% -0.221 pp 0.00% 0.000 pp USD14.49 -31.1% 7 qtrs
19 NUVEEN, LLC 42.6K +— (+0.0%) 425.8K -165.0K (-27.9%) 0.34% +0.001 pp 0.00% +0.000 pp USD11.10 -10.0% 4 qtrs
20 MORGAN STANLEY 33.8K -5.9K (-14.8%) 338.0K -212.6K (-38.6%) 0.27% -0.047 pp 0.00% +0.000 pp USD16.82 -40.6% 13 qtrs
21 CITADEL ADVISORS LLC 32.3K +14.5K (+81.5%) 322.7K +76.0K (+30.8%) 0.26% +0.117 pp 0.00% +0.000 pp USD13.39 -25.4% 15 qtrs
22 LOS ANGELES CAPITAL MANAGEMENT LLC 21.7K -7.7K (-26.3%) 321.4K -85.8K (-21.1%) 0.17% -0.062 pp 0.00% 0.000 pp USD12.60 -20.7% 5 qtrs
23 JANE STREET GROUP, LLC 28.0K +28.0K (+100.0%) 279.8K +279.8K (+100.0%) 0.23% +0.226 pp 0.00% +0.000 pp USD9.99 +0.0% 3 qtrs
24 SEI INVESTMENTS CO 26.4K +26.4K (+100.0%) 263.8K +263.8K (+100.0%) 0.21% +0.213 pp 0.00% +0.000 pp USD9.99 +0.0% 1 qtrs NEW
25 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 25.2K +10.0 (+0.0%) 251.6K -97.3K (-27.9%) 0.20% +0.001 pp 0.00% +0.000 pp USD17.80 -43.9% 7 qtrs
26 MATTERN WEALTH MANAGEMENT LLC 24.5K +— (+0.0%) 244.6K -94.7K (-27.9%) 0.20% +0.001 pp 0.05% -0.021 pp USD11.65 -14.2% 3 qtrs
27 TCI WEALTH ADVISORS, INC. 22.9K +22.9K (+100.0%) 229.2K +229.2K (+100.0%) 0.18% +0.185 pp 0.01% +0.013 pp USD9.99 +0.0% 1 qtrs NEW
28 21.2K +21.2K (+100.0%) 211.4K +211.4K (+100.0%) 0.17% +0.171 pp 0.07% +0.074 pp USD9.99 +0.0% 1 qtrs NEW
29 AQR CAPITAL MANAGEMENT LLC 21.0K -1.2K (-5.4%) 210.2K -98.1K (-31.8%) 0.17% -0.009 pp 0.00% 0.000 pp USD19.66 -49.2% 6 qtrs
30 MARSHALL WACE, LLP 20.3K +20.3K (+100.0%) 202.4K +202.4K (+100.0%) 0.16% +0.163 pp 0.00% +0.000 pp USD9.99 +0.0% 1 qtrs NEW
31 BOOTHBAY FUND MANAGEMENT, LLC 20.2K -24.1K (-54.5%) 201.4K -412.6K (-67.2%) 0.16% -0.194 pp 0.00% -0.006 pp USD13.86 -27.9% 2 qtrs
32 MILLENNIUM MANAGEMENT LLC 17.3K +17.3K (+100.0%) 172.6K +172.6K (+100.0%) 0.14% +0.139 pp 0.00% +0.000 pp USD9.99 +0.0% 1 qtrs NEW
33 LPL FINANCIAL LLC 16.8K -1.8K (-9.6%) 168.2K -89.9K (-34.8%) 0.14% -0.014 pp 0.00% +0.000 pp USD13.86 -27.9% 2 qtrs
34 SUSQUEHANNA INTERNATIONAL GROUP, LLP 15.8K +575.0 (+3.8%) 157.5K -53.0K (-25.2%) 0.13% +0.005 pp 0.00% +0.000 pp USD15.83 -36.9% 7 qtrs
35 STIFEL FINANCIAL CORP 15.7K -53.0 (-0.3%) 156.8K -61.5K (-28.2%) 0.13% 0.000 pp 0.00% 0.000 pp USD11.65 -14.2% 3 qtrs
36 ALLIANCEBERNSTEIN L.P. 13.4K +— (+0.0%) 133.7K -51.8K (-27.9%) 0.11% +0.000 pp 0.00% +0.000 pp USD11.65 -14.2% 3 qtrs
37 XTX TOPCO LTD 13.0K +13.0K (+100.0%) 130.0K +130.0K (+100.0%) 0.10% +0.105 pp 0.00% +0.003 pp USD9.99 +0.0% 1 qtrs NEW
38 BARCLAYS PLC 12.8K +2.6K (+25.6%) 127.7K -104.9K (-45.1%) 0.10% +0.021 pp 0.00% +0.000 pp USD15.31 -34.7% 7 qtrs
39 FMR LLC 11.1K +2.1K (+23.5%) 111.1K -13.7K (-11.0%) 0.09% +0.017 pp 0.00% +0.000 pp USD11.35 -12.0% 7 qtrs
40 RENAISSANCE TECHNOLOGIES LLC 10.7K +10.7K (+100.0%) 106.9K +106.9K (+100.0%) 0.09% +0.086 pp 0.00% +0.000 pp USD9.99 +0.0% 11 qtrs
41 QUADRATURE CAPITAL LTD 10.5K +10.5K (+100.0%) 104.8K +104.8K (+100.0%) 0.08% +0.085 pp 0.00% +0.001 pp USD9.99 +0.0% 1 qtrs NEW
42 WELLS FARGO & COMPANY/MN 9.8K +3.8K (+64.6%) 97.5K +15.3K (+18.7%) 0.08% +0.031 pp 0.00% +0.000 pp USD13.89 -28.1% 13 qtrs
43 BANK OF AMERICA CORP /DE/ 6.7K +3.0K (+82.1%) 66.8K +15.9K (+31.3%) 0.05% +0.024 pp 0.00% +0.000 pp USD12.56 -20.5% 23 qtrs
44 RHUMBLINE ADVISERS 6.0K -964.0 (-13.9%) 59.6K -36.5K (-37.9%) 0.05% -0.008 pp 0.00% +0.000 pp USD17.67 -43.5% 7 qtrs
45 DEUTSCHE BANK AG\ 5.3K +590.0 (+12.5%) 53.1K -12.4K (-18.9%) 0.04% +0.005 pp 0.00% +0.000 pp USD18.83 -46.9% 7 qtrs
46 QUEST PARTNERS LLC 4.1K -1.7K (-28.9%) 41.1K -39.1K (-48.7%) 0.03% -0.013 pp 0.00% -0.003 pp USD13.86 -27.9% 4 qtrs
47 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 3.7K -39.0 (-1.0%) 36.8K -14.8K (-28.7%) 0.03% 0.000 pp 0.00% +0.000 pp USD20.51 -51.3% 6 qtrs
48 JPMORGAN CHASE & CO 3.3K +16.0 (+0.5%) 33.0K -12.6K (-27.6%) 0.03% +0.000 pp 0.00% +0.000 pp USD16.67 -40.1% 10 qtrs
49 CITIGROUP INC 3.2K +2.9K (+751.6%) 32.3K +27.1K (+513.8%) 0.03% +0.023 pp 0.00% +0.000 pp USD11.21 -10.9% 7 qtrs
50 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 1.8K +— (+0.0%) 18.3K -7.1K (-27.9%) 0.01% +0.000 pp 0.00% 0.000 pp USD15.21 -34.3% 5 qtrs
51 BNP PARIBAS ARBITRAGE, SNC 1.7K +80.0 (+4.8%) 17.4K -5.6K (-24.5%) 0.01% +0.001 pp 0.00% +0.000 pp USD15.55 -35.8% 7 qtrs
52 GROUP ONE TRADING, L.P. 1.7K -700.0 (-28.9%) 17.2K -16.4K (-48.8%) 0.01% -0.006 pp 0.00% +0.000 pp USD13.86 -27.9% 11 qtrs
53 CWM, LLC 1.4K -286.0 (-17.0%) 14.0K -9.0K (-39.1%) 0.01% -0.002 pp 0.00% +0.000 pp USD17.85 -44.0% 6 qtrs
54 NEW YORK STATE COMMON RETIREMENT FUND 1.4K +— (+0.0%) 14.0K -5.4K (-27.9%) 0.01% +0.000 pp 0.00% +0.000 pp USD18.34 -45.5% 7 qtrs
55 ADVISOR GROUP HOLDINGS, INC. 1.3K +— (+0.0%) 12.5K -4.9K (-28.2%) 0.01% +0.000 pp 0.00% +0.000 pp USD17.74 -43.7% 24 qtrs
56 TOWER RESEARCH CAPITAL LLC (TRC) 992.00 +243.0 (+32.4%) 9.9K -471.0 (-4.5%) 0.01% +0.002 pp 0.00% +0.000 pp USD14.49 -31.1% 25 qtrs
57 LEGAL & GENERAL GROUP PLC 860.00 -86.0 (-9.1%) 8.6K -4.5K (-34.5%) 0.01% -0.001 pp 0.00% +0.000 pp USD17.12 -41.6% 7 qtrs
58 RUSSELL INVESTMENTS GROUP, LTD. 779.00 -59.0 (-7.0%) 7.8K -3.8K (-33.0%) 0.01% -0.001 pp 0.00% +0.000 pp USD13.87 -28.0% 6 qtrs
59 ROYAL BANK OF CANADA 655.00 -417.0 (-38.9%) 7.0K -8.0K (-53.3%) 0.01% -0.003 pp 0.00% +0.000 pp USD15.73 -36.5% 9 qtrs
60 AMERITAS INVESTMENT PARTNERS, INC. 684.00 +— (+0.0%) 6.8K -2.6K (-27.9%) 0.01% +0.000 pp 0.00% 0.000 pp USD18.34 -45.5% 7 qtrs
61 STATE OF WYOMING 681.00 +681.0 (+100.0%) 6.8K +6.8K (+100.0%) 0.01% +0.006 pp 0.00% +0.001 pp USD9.99 +0.0% 1 qtrs NEW
62 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 491.00 -15.0 (-3.0%) 4.9K -2.1K (-30.1%) 0.00% 0.000 pp 0.00% +0.000 pp USD18.34 -45.5% 7 qtrs
63 UBS ASSET MANAGEMENT AMERICAS INC 322.00 +322.0 (+100.0%) 3.2K +3.2K (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD9.99 +0.0% 1 qtrs NEW
64 AMALGAMATED BANK 251.00 +9.0 (+3.7%) 3.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD18.04 -44.6% 7 qtrs
65 GAMMA INVESTING LLC 250.00 -382.0 (-60.4%) 2.5K -6.3K (-71.5%) 0.00% -0.003 pp 0.00% 0.000 pp USD11.20 -10.8% 5 qtrs
66 FEDERATED HERMES, INC. 150.00 +— (+0.0%) 1.5K -580.0 (-27.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD12.36 -19.2% 8 qtrs
67 OPTIVER HOLDING B.V. 142.00 +— (+0.0%) 1.4K -549.0 (-27.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD13.86 -27.9% 2 qtrs
68 FORTITUDE FAMILY OFFICE, LLC 120.00 +— (+0.0%) 1.2K -464.0 (-27.9%) 0.00% +0.000 pp 0.00% 0.000 pp USD11.65 -14.2% 3 qtrs
69 BANQUE TRANSATLANTIQUE SA 100.00 +— (+0.0%) 999.00 -386.0 (-27.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD11.10 -10.0% 4 qtrs
70 NATIONAL BANK OF CANADA /FI/ 87.00 +— (+0.0%) 867.00 -335.0 (-27.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.66 +76.5% 17 qtrs
71 EVERSOURCE WEALTH ADVISORS, LLC 84.00 -8.0 (-8.7%) 839.00 -436.0 (-34.2%) 0.00% 0.000 pp 0.00% +0.000 pp USD11.12 -10.2% 4 qtrs
72 PHYSICIAN WEALTH ADVISORS, INC. 82.00 +— (+0.0%) 820.00 -317.0 (-27.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD11.65 -14.2% 3 qtrs
73 PNC FINANCIAL SERVICES GROUP, INC. 72.00 +72.0 (+100.0%) 719.00 +719.0 (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD9.99 +0.0% 4 qtrs
74 STERLING CAPITAL MANAGEMENT LLC 52.00 +33.0 (+173.7%) 519.00 +256.0 (+97.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD11.98 -16.6% 6 qtrs
75 ELEVATED CAPITAL ADVISORS, LLC 50.00 +50.0 (+100.0%) 500.00 +500.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.98 +0.1% 1 qtrs NEW
76 NEWEDGE ADVISORS, LLC 50.00 +— (+0.0%) 500.00 -193.0 (-27.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD18.34 -45.5% 7 qtrs
77 SBI SECURITIES CO., LTD. 30.00 +1.0 (+3.4%) 300.00 -102.0 (-25.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD15.00 -33.4% 5 qtrs
78 ALLWORTH FINANCIAL LP 11.00 -5.0 (-31.3%) 110.00 -112.0 (-50.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD11.55 -13.5% 3 qtrs
79 TRUE WEALTH DESIGN, LLC 10.00 +— (+0.0%) 100.00 -39.0 (-28.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD18.30 -45.4% 6 qtrs
80 SRS CAPITAL ADVISORS, INC. 4.00 -532.0 (-99.3%) 40.00 -7.4K (-99.5%) 0.00% -0.004 pp 0.00% 0.000 pp USD13.75 -27.3% 2 qtrs
81 SUNBELT SECURITIES, INC. 4.00 +4.0 (+100.0%) 40.00 +40.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.75 +2.5% 1 qtrs NEW
82 PRELUDE CAPITAL MANAGEMENT, LLC -39.3K (-100.0%) -544.4K (-100.0%) 0.00% -0.316 pp 0.00% -0.043 pp USD 2 qtrs SOLD
83 CANNELL CAPITAL LLC -39.3K (-100.0%) -544.4K (-100.0%) 0.00% -0.316 pp 0.00% -0.083 pp USD 2 qtrs SOLD
84 FARTHER FINANCE ADVISORS, LLC -1.9K (-100.0%) -26.0K (-100.0%) 0.00% -0.015 pp 0.00% 0.000 pp USD 2 qtrs SOLD
85 SKOPOS LABS, INC. -15.6K (-100.0%) -216.5K (-100.0%) 0.00% -0.126 pp 0.00% -0.023 pp USD 4 qtrs SOLD
86 NISA INVESTMENT ADVISORS, LLC -993.0 (-100.0%) -13.8K (-100.0%) 0.00% -0.008 pp 0.00% 0.000 pp USD 6 qtrs SOLD
87 BALYASNY ASSET MANAGEMENT L.P. -35.1K (-100.0%) -486.0K (-100.0%) 0.00% -0.282 pp 0.00% -0.001 pp USD 2 qtrs SOLD
88 MAREX GROUP PLC -55.0K (-100.0%) -762.1K (-100.0%) 0.00% -0.442 pp 0.00% -0.005 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 18 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.01% 199.3K 0.60%
2 WisdomTree U.S. SmallCap Fund EES 0.01% 84.6K 0.38%
3 Vanguard Russell 2000 Growth ETF VTWG 0.00% 59.2K 0.06%
4 Vanguard Russell 2000 ETF VTWO 0.00% 312.4K 0.06%
5 Avantis U.S. Small Cap Equity ETF AVSC 0.00% 23.6K 0.25%
6 Vanguard Extended Market ETF VXF 0.00% 729.3K 0.05%
7 Dimensional - US Small Cap ETF DFAS 0.00% 17.4K 0.26%
8 Vanguard U.S. Total Market Index ETF VUN.TO 0.00% 10.8K 0.17%
9 Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO 0.00% 801.32 0.17%
10 Vanguard U.S. Total Market Shares Index ETF VTS.AX 0.00% 4.0K 0.03%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
0.57
Neutral
Buys
6
Sells
6
Shares acquired
113.2K
Shares disposed
199.7K
Cash buys
Cash sales
Net activity
-86,513
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
2026-05-04 Moradi David Director / Officer / 10% Owner A-Award A Common Stock 58,000 0.00 982,221 D
2026-05-04 Georgevich Kelly Director / Officer A-Award A Common Stock 2,264 0.00 197,245 D
2026-04-01 Tahir Jamil A. Director A-Award A Common Stock 1,400 0.00 134,407 D
2026-04-01 HAWKINS JAMES B Director A-Award A Common Stock 667 0.00 208,184 D
2026-04-01 Fleming Katherine E. Director A-Award A Common Stock 867 0.00 35,528 D
2026-03-13 Georgevich Kelly Officer P-Purchase A Common Stock 16,850 5.90 99.4K 144,981 D
2026-03-12 HAWKINS JAMES B Director P-Purchase A Common Stock 11,000 5.64 62.0K 207,517 D
2026-03-11 HAWKINS JAMES B Director P-Purchase A Common Stock 13,000 5.77 75.0K 196,517 D
2026-03-10 HAWKINS JAMES B Director P-Purchase A Common Stock 14,000 5.91 82.7K 183,517 D
2026-01-09 Moradi David Director / Officer / 10% Owner F-InKind D Common Stock 20,849 9.48 197.6K 1,009,486 D
2026-01-01 Tahir Jamil A. Director A-Award A Common Stock 1,400 0.00 133,007 D
2026-01-01 HAWKINS JAMES B Director A-Award A Common Stock 667 0.00 169,517 D
2026-01-01 Georgevich Kelly Officer F-InKind D Common Stock 989 9.99 9.9K 102,230 D
2026-01-01 Fleming Katherine E. Director A-Award A Common Stock 867 0.00 34,661 D
2025-12-31 Georgevich Kelly Officer F-InKind D Common Stock 1,977 9.99 19.8K 103,219 D
2025-11-21 HAWKINS JAMES B Director P-Purchase A Common Stock 2,000 11.05 22.1K 168,850 D
2025-11-20 HAWKINS JAMES B Director P-Purchase A Common Stock 2,000 11.60 23.2K 166,850 D
2025-11-18 HAWKINS JAMES B Director P-Purchase A Common Stock 2,000 11.40 22.8K 164,850 D
2025-11-17 HAWKINS JAMES B Director P-Purchase A Common Stock 2,000 11.57 23.1K 162,850 D
2025-11-13 HAWKINS JAMES B Director P-Purchase A Common Stock 6,000 11.90 71.4K 160,850 D
2025-11-11 HAWKINS JAMES B Director P-Purchase A Common Stock 8,000 12.58 100.6K 154,850 D
2025-10-01 Tahir Jamil A. Director A-Award A Common Stock 1,400 0.00 131,607 D
2025-10-01 HAWKINS JAMES B Director A-Award A Common Stock 667 0.00 146,850 D
2025-10-01 Fleming Katherine E. Director A-Award A Common Stock 867 0.00 33,794 D
2025-09-05 Tahir Jamil A. Director P-Purchase A Common Stock 12,359 12.71 157.1K 220,000 I
2025-09-04 Tahir Jamil A. Director P-Purchase A Common Stock 12,641 12.59 159.2K 207,641 I
2025-08-20 Moradi David Director / Officer / 10% Owner F-InKind D Common Stock 25,532 11.61 296.4K 1,080,335 D
2025-08-18 HAWKINS JAMES B Director P-Purchase A Common Stock 8,000 10.95 87.6K 146,183 D
2025-07-01 Tahir Jamil A. Director A-Award A Common Stock 1,400 0.00 130,207 D
2025-07-01 HAWKINS JAMES B Director A-Award A Common Stock 667 0.00 138,183 D
2025-07-01 Fleming Katherine E. Director A-Award A Common Stock 867 0.00 32,927 D
2025-06-24 Georgevich Kelly Officer A-Award A Common Stock 25,901 0.00 131,097 D
2025-06-21 Georgevich Kelly Officer F-InKind D Common Stock 6,308 11.81 74.5K 105,196 D
2025-06-20 HAWKINS JAMES B Director X-InTheMoney A Common Stock 7,600 15.00 114.0K 137,516 D
2025-06-13 HAWKINS JAMES B Director X-InTheMoney D Put Option (obligation to buy) 54 15.00 810.00 7,600 D
2025-06-12 HAWKINS JAMES B Director X-InTheMoney A Common Stock 1,000 15.00 15.0K 123,516 D
2025-05-23 Tahir Jamil A. Director A-Award A Common Stock 8,500 0.00 128,807 D
2025-05-23 HAWKINS JAMES B Director A-Award A Common Stock 5,667 0.00 122,516 D
2025-05-23 Fleming Katherine E. Director A-Award A Common Stock 5,667 0.00 32,060 D
2025-04-30 Bettis Carr Director / Officer A-Award A Common Stock 772 0.00 454,626 D
2025-04-01 Tahir Jamil A. Director A-Award A Common Stock 1,400 0.00 120,307 D
2025-04-01 HAWKINS JAMES B Director A-Award A Common Stock 667 0.00 116,849 D
2025-04-01 Fleming Katherine E. Director A-Award A Common Stock 867 0.00 26,393 D
2025-03-31 Moradi David Director / Officer / 10% Owner A-Award A Common Stock 241,444 0.00 1,105,867 D
2025-03-31 Bettis Carr Director / Officer A-Award A Common Stock 772 0.00 454,083 D
2025-03-28 Georgevich Kelly Officer A-Award A Common Stock 15,000 0.00 111,504 D
2025-03-21 HAWKINS JAMES B Director X-InTheMoney D Put Option (obligation to buy) 18 15.00 270.00 0 D
2025-03-19 HAWKINS JAMES B Director P-Purchase A Common Stock 2,100 17.50 36.8K 114,382 D
2025-03-14 HAWKINS JAMES B Director X-InTheMoney A Common Stock 3,900 17.50 68.3K 101,082 D
2025-03-03 HAWKINS JAMES B Director A-Award A Common Stock 1,270 0.00 97,182 D
2025-03-03 Fleming Katherine E. Director A-Award A Common Stock 64 0.00 25,526 D
2025-02-28 Bettis Carr Director / Officer A-Award A Common Stock 772 0.00 453,540 D
2025-01-31 Bettis Carr Director / Officer A-Award A Common Stock 772 0.00 452,997 D
2025-01-20 Moradi David Director / Officer / 10% Owner F-InKind D Common Stock 35,725 17.22 615.2K 864,423 D
2025-01-01 Tahir Jamil A. Director A-Award A Common Stock 1,400 0.00 118,907 D
2025-01-01 Fleming Katherine E. Director A-Award A Common Stock 667 0.00 25,462 D
2025-01-01 COELHO ANTHONY L Director A-Award A Common Stock 867 0.00 195,261 D
2024-12-31 Georgevich Kelly Officer F-InKind D Common Stock 1,977 15.21 30.1K 96,504 D
2024-12-31 Bettis Carr Director / Officer A-Award A Common Stock 772 0.00 452,454 D
2024-12-18 Moradi David Director / Officer / 10% Owner A-Award A Common Stock 55,000 0.00 917,906 D
2024-12-18 Georgevich Kelly Officer A-Award A Common Stock 10,000 0.00 98,481 D
2024-12-04 Tahir Jamil A. Director S-Sale D Common Stock 125,000 24.00 3.00M 195,000 I
2024-12-04 Moradi David Director / Officer / 10% Owner S-Sale D Common Stock 900,000 24.00 21.60M 1,864,290 I
2024-12-04 Bettis Carr Director / Officer S-Sale D Common Stock 225,000 24.00 5.40M 200,045 I
2024-11-30 Bettis Carr Director / Officer A-Award A Common Stock 772 0.00 451,986 D
2024-11-14 Moradi David Director / Officer / 10% Owner S-Sale D Common Stock 211 27.26 5.8K 2,764,290 I
2024-11-14 Georgevich Kelly Officer S-Sale D Common Stock 500 27.00 13.5K 88,481 D
2024-11-13 Moradi David Director / Officer / 10% Owner S-Sale D Common Stock 40,228 26.56 1.07M 2,789,807 I
2024-11-12 Moradi David Director / Officer / 10% Owner S-Sale D Common Stock 2,199 32.68 71.9K 2,830,035 I
2024-11-12 Georgevich Kelly Officer S-Sale D Common Stock 10,000 29.00 290.0K 88,981 D
2024-10-31 Bettis Carr Director / Officer A-Award A Common Stock 772 0.00 451,518 D
2024-10-01 Tahir Jamil A. Director A-Award A Common Stock 1,400 0.00 117,507 D
2024-10-01 Fleming Katherine E. Director A-Award A Common Stock 667 0.00 24,795 D
2024-10-01 COELHO ANTHONY L Director A-Award A Common Stock 867 0.00 194,394 D
2024-09-30 Bettis Carr Director / Officer F-InKind D Common Stock 304 22.85 6.9K 450,746 D
2024-08-31 Bettis Carr Director / Officer A-Award A Common Stock 772 0.00 450,582
2024-07-31 Bettis Carr Director / Officer A-Award A Common Stock 772 0.00 450,092
2024-07-01 Tahir Jamil A. Director A-Award A Common Stock 1,400 0.00 116,107
2024-07-01 Fleming Katherine E. Director A-Award A Common Stock 667 0.00 24,128
2024-07-01 COELHO ANTHONY L Director A-Award A Common Stock 867 0.00 193,527
2024-06-30 Bettis Carr Director / Officer F-InKind D Common Stock 229 17.61 4.0K 449,320
2024-06-21 Georgevich Kelly Officer F-InKind D Common Stock 3,308 18.64 61.7K 98,981
2024-06-12 Fleming Katherine E. Director P-Purchase A Common Stock 7,330 20.46 150.0K 23,461
2024-06-12 Bettis Carr Director / Officer S-Sale D Common Stock 7,330 20.46 150.0K 425,045
2024-06-11 Georgevich Kelly Officer A-Award A Common Stock 13,333 0.00 102,289
2024-05-31 Bettis Carr Director / Officer F-InKind D Common Stock 229 24.00 5.5K 448,777
2024-05-24 Tahir Jamil A. Director A-Award A Common Stock 8,500 0.00 114,707
2024-05-24 Fleming Katherine E. Director A-Award A Common Stock 5,667 0.00 16,131
2024-05-24 COELHO ANTHONY L Director A-Award A Common Stock 5,667 0.00 192,660
2024-04-30 Bettis Carr Director / Officer F-InKind D Common Stock 229 15.60 3.6K 448,234
2024-04-01 Tahir Jamil A. Director A-Award A Common Stock 1,400 0.00 106,207
2024-04-01 Fleming Katherine E. Director A-Award A Common Stock 667 0.00 10,464
2024-04-01 COELHO ANTHONY L Director A-Award A Common Stock 867 0.00 186,993
2024-03-31 Bettis Carr Director / Officer F-InKind D Common Stock 229 10.01 2.3K 447,691
2024-02-29 Bettis Carr Director / Officer A-Award A Common Stock 772 0.00 447,377
2024-01-31 Bettis Carr Director / Officer A-Award A Common Stock 772 0.00 446,834
2024-01-18 Georgevich Kelly Officer F-InKind D Common Stock 2,852 5.27 15.0K 65,031
2024-01-01 Tahir Jamil A. Director A-Award A Common Stock 1,400 0.00 104,807
2024-01-01 Fleming Katherine E. Director A-Award A Common Stock 667 0.00 9,797
2024-01-01 COELHO ANTHONY L Director A-Award A Common Stock 867 0.00 186,126
2023-12-31 Bettis Carr Director / Officer A-Award A Common Stock 772 0.00 446,291
2023-12-21 Georgevich Kelly Officer F-InKind D Common Stock 586 4.20 2.5K 67,883
2023-11-30 Bettis Carr Director / Officer A-Award A Common Stock 772 0.00 445,748
2023-10-31 Bettis Carr Director / Officer F-InKind D Common Stock 229 4.44 1.0K 444,976
2023-10-01 Tahir Jamil A. Director A-Award A Common Stock 1,400 0.00 103,407
2023-10-01 Fleming Katherine E. Director A-Award A Common Stock 667 0.00 9,130
2023-10-01 COELHO ANTHONY L Director A-Award A Common Stock 867 0.00 185,259
2023-09-30 Bettis Carr Director / Officer A-Award A Common Stock 772 0.00 444,662
2023-09-21 Georgevich Kelly Officer F-InKind D Common Stock 586 5.35 3.1K 68,469
2023-09-15 Moradi David Director / Officer / 10% Owner P-Purchase A Common Stock 29,947 5.59 167.4K 2,898,333
2023-09-13 Tahir Jamil A. Director P-Purchase A Common Stock 20,000 5.14 102.8K 320,000
2023-09-12 Tahir Jamil A. Director P-Purchase A Common Stock 30,000 5.04 151.3K 300,000
2023-09-11 Tahir Jamil A. Director P-Purchase A Common Stock 50,000 5.09 254.3K 270,000
2023-08-31 Bettis Carr Director / Officer A-Award A Common Stock 772 0.00 444,119
2023-08-21 Varacalli Dominic Peter Officer A-Award A Common Stock 6,137 0.00 70,022
2023-07-31 Bettis Carr Director / Officer A-Award A Common Stock 772 0.00 443,576
2023-07-01 Tahir Jamil A. Director A-Award A Common Stock 1,400 0.00 102,007
2023-07-01 Fleming Katherine E. Director A-Award A Common Stock 667 0.00 8,463
2023-07-01 COELHO ANTHONY L Director A-Award A Common Stock 867 0.00 184,392
2023-06-30 Bettis Carr Director / Officer A-Award A Common Stock 772 0.00 443,033
2023-06-21 Georgevich Kelly Officer F-InKind D Common Stock 2,210 5.57 12.3K 69,055
2023-06-01 Varacalli Dominic Peter Officer F-InKind D Common Stock 1,247 6.04 7.5K 80,022
2023-05-31 Bettis Carr Director / Officer F-InKind D Common Stock 229 6.09 1.4K 442,261
2023-05-20 Varacalli Dominic Peter Officer F-InKind D Common Stock 1,640 6.04 9.9K 81,269
2023-05-19 Tahir Jamil A. Director A-Award A Common Stock 8,500 0.00 100,607
2023-05-19 Fleming Katherine E. Director A-Award A Common Stock 5,667 0.00 7,796
2023-05-19 COELHO ANTHONY L Director A-Award A Common Stock 5,667 0.00 183,525
2023-04-30 Bettis Carr Director / Officer A-Award A Common Stock 772 0.00 441,947
2023-04-01 Tahir Jamil A. Director A-Award A Common Stock 1,400 0.00 92,107
2023-04-01 Lehmann Marc Director A-Award A Common Stock 667 0.00 142,345
2023-04-01 Fleming Katherine E. Director A-Award A Common Stock 667 0.00 2,129
2023-04-01 COELHO ANTHONY L Director A-Award A Common Stock 867 0.00 177,858
2023-03-31 Bettis Carr Director / Officer F-InKind D Common Stock 229 7.10 1.6K 441,175
2023-03-24 Fleming Katherine E. Director A-Award A Common Stock 229 3.88 887.70 229
2023-03-21 Georgevich Kelly Officer F-InKind D Common Stock 713 5.77 4.1K 71,265
2023-03-17 Tahir Jamil A. Director P-Purchase A Common Stock 10,000 5.51 55.1K 220,000
2023-03-17 Moradi David Director / Officer / 10% Owner P-Purchase A Common Stock 4,457 5.55 24.7K 2,868,386
2023-03-17 Bettis Carr Director / Officer P-Purchase A Common Stock 2,500 5.60 14.0K 440,632
2023-03-16 Tahir Jamil A. Director P-Purchase A Common Stock 10,000 5.68 56.8K 210,000
2023-03-16 Moradi David Director / Officer / 10% Owner P-Purchase A Common Stock 4,530 5.51 25.0K 2,863,929
2023-03-15 Moradi David Director / Officer / 10% Owner P-Purchase A Common Stock 1,810 5.24 9.5K 2,859,399
2023-03-13 Varacalli Dominic Peter Officer F-InKind D Common Stock 3,897 5.75 22.4K 82,909
2023-03-13 Georgevich Kelly Officer F-InKind D Common Stock 2,852 5.75 16.4K 71,978
2023-02-28 Bettis Carr Director / Officer A-Award A Common Stock 1,759 6.59 11.6K 438,654
2023-01-31 Bettis Carr Director / Officer A-Award A Common Stock 2,522 4.59 11.6K 437,643
2023-01-20 Moradi David Director / Officer F-InKind D Common Stock 29,317 3.84 112.7K 862,906
2023-01-09 Varacalli Dominic Peter Director / Officer A-Award A Common Stock 25,000 0.00 91,101
2023-01-01 Tahir Jamil A. Director A-Award A Common Stock 5,417 3.88 21.0K 90,707
2023-01-01 Lehmann Marc Director A-Award A Common Stock 2,580 3.88 10.0K 141,678
2023-01-01 COELHO ANTHONY L Director A-Award A Common Stock 3,354 3.88 13.0K 176,991
2022-12-31 Bettis Carr Director A-Award A Common Stock 2,988 3.88 11.6K 436,007
2022-11-30 Bettis Carr Director A-Award A Common Stock 2,372 4.88 11.6K 433,620
2022-10-31 Bettis Carr Director A-Award A Common Stock 1,999 5.79 11.6K 431,841
2022-10-01 Tahir Jamil A. Director A-Award A Common Stock 3,669 5.72 21.0K 85,290
2022-10-01 Lehmann Marc Director A-Award A Common Stock 1,747 5.72 10.0K 139,098
2022-10-01 COELHO ANTHONY L Director A-Award A Common Stock 2,271 5.72 13.0K 173,637
2022-09-30 Bettis Carr Director F-InKind D Common Stock 600 5.51 3.3K 429,842
2022-07-01 Tahir Jamil A. Director A-Award A Common Stock 4,345 4.83 21.0K 81,621
2022-07-01 Lehmann Marc Director A-Award A Common Stock 2,069 4.83 10.0K 137,351
2022-07-01 COELHO ANTHONY L Director A-Award A Common Stock 2,690 4.83 13.0K 171,366
2022-05-20 Tahir Jamil A. Director A-Award A Common Stock 31,504 0.00 77,276
2022-05-20 Lehmann Marc Director A-Award A Common Stock 21,003 0.00 135,282
2022-05-20 COELHO ANTHONY L Director A-Award A Common Stock 21,003 0.00 168,676
2022-04-01 Tahir Jamil A. Director A-Award A Common Stock 3,254 6.45 21.0K 45,772
2022-04-01 Lehmann Marc Director A-Award A Common Stock 1,550 6.45 10.0K 114,279
2022-04-01 COELHO ANTHONY L Director A-Award A Common Stock 2,015 6.45 13.0K 147,673
2022-01-01 Tahir Jamil A. Director A-Award A Common Stock 2,900 7.24 21.0K 42,518
2022-01-01 Lehmann Marc Director A-Award A Common Stock 1,381 7.24 10.0K 112,729
2022-01-01 COELHO ANTHONY L Director A-Award A Common Stock 1,795 7.24 13.0K 145,658
2021-12-02 Moradi David Director / Officer / 10% Owner P-Purchase A Common Stock 17,520 7.55 132.3K 2,857,589
2021-12-01 Moradi David Director / Officer / 10% Owner P-Purchase A Common Stock 22,800 8.00 182.4K 2,840,069
2021-11-30 Moradi David Director / Officer / 10% Owner P-Purchase A Common Stock 9,038 7.59 68.6K 2,817,269
2021-10-01 Tahir Jamil A. Director A-Award A Common Stock 1,832 11.46 21.0K 39,618
2021-10-01 Lehmann Marc Director A-Award A Common Stock 872 11.46 10.0K 111,348
2021-10-01 COELHO ANTHONY L Director A-Award A Common Stock 1,134 11.46 13.0K 143,863
2021-08-20 Moradi David Director / Officer / 10% Owner P-Purchase A Common Stock 16,734 11.37 190.3K 2,808,231
2021-08-19 Moradi David Director / Officer / 10% Owner P-Purchase A Common Stock 10,000 11.60 116.0K 2,791,497
2021-08-18 Moradi David Director / Officer / 10% Owner P-Purchase A Common Stock 16,600 10.75 178.5K 2,781,497
2021-08-17 Moradi David Director / Officer / 10% Owner P-Purchase A Common Stock 200 11.46 2.3K 2,764,897
2021-08-17 Lehmann Marc Director P-Purchase A Common Stock 7,000 10.81 75.6K 110,476
2021-08-16 Moradi David Director / Officer / 10% Owner P-Purchase A Common Stock 5,019 11.50 57.7K 2,741,265
2021-08-16 Lehmann Marc Director P-Purchase A Common Stock 3,030 10.31 31.2K 103,476
2021-08-16 COELHO ANTHONY L Director P-Purchase A Common Stock 23,000 11.11 255.5K 142,729
2021-07-01 Tahir Jamil A. Director A-Award A Common Stock 1,169 0.00 37,786
2021-07-01 Lehmann Marc Director A-Award A Common Stock 557 0.00 100,446
2021-07-01 COELHO ANTHONY L Director A-Award A Common Stock 724 0.00 119,729
2021-05-24 Moradi David Director / Officer / 10% Owner C-Conversion A Common Stock 153,888 10.00 1.54M 542,223
2021-05-21 Tahir Jamil A. Director A-Award A Common Stock 6,323 0.00 36,617
2021-05-21 Lehmann Marc Director A-Award A Common Stock 4,216 0.00 99,889
2021-05-21 COELHO ANTHONY L Director A-Award A Common Stock 4,216 0.00 119,005
2021-05-07 COELHO ANTHONY L Director F-InKind D Common Stock 5,233 23.68 123.9K 114,789
2021-04-01 Tahir Jamil A. Director A-Award A Common Stock 730 0.00 30,294
2021-04-01 Lehmann Marc Director A-Award A Common Stock 348 0.00 95,673
2021-04-01 COELHO ANTHONY L Director A-Award A Common Stock 452 0.00 92,022
2021-03-11 Moradi David Director / Officer / 10% Owner A-Award A Common Stock 50,000 0.00 388,335
2021-02-18 Sero Capital LLC Director / Officer / 10% Owner X-InTheMoney A Common Stock 4,000 6.25 25.0K 338,935
2021-01-15 Sero Capital LLC Director / Officer / 10% Owner F-InKind D Common Stock 15,651 23.86 373.4K 334,935
2021-01-01 Tahir Jamil A. Director A-Award A Common Stock 932 0.00 29,564
2021-01-01 Lehmann Marc Director A-Award A Common Stock 444 0.00 95,325
2021-01-01 COELHO ANTHONY L Director A-Award A Common Stock 577 0.00 91,570

Executive team

Top executives
EBIT / Employee
-27.4K
Shares Outstanding
12.44M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Kelly Georgevich Chief Financial Officer 350.0K 85.0K 964.4K 1.40M 68.92%
2 2024 David Moradi Chief Executive Officer and Director 400.0K 400.0K 0.00%
3 2024 Dr. Carr Bettis Executive Chairman 39.9K 166.2K 206.2K 80.63%
4 2023 Dominic Varacalli Chief Operating Officer 225.0K 217.8K 62.5K 505.3K 43.10%
5 2023 Kelly Georgevich Chief Financial Officer 334.1K 62.8K 85.8K 482.7K 17.78%
6 2023 Kelly Georgevich Chief Financial Officer 334.1K 62.8K 85.8K 482.7K 17.78%
7 2023 Dr. Carr Bettis Executive Chairman 36.0K 64.5K 100.5K 64.17%
8 2023 Dr. Carr Bettis Executive Chairman 36.0K 64.5K 100.5K 64.17%
9 2023 David Moradi Chief Executive Officer and Director 1.00 1.00 0.00%
10 2023 David Moradi Chief Executive Officer and Director 1.00 1.00 0.00%
11 2022 David Moradi Chief Executive Officer and Director 1.00 1.29M 1.29M 100.00%
12 2022 Kelly Georgevich Chief Financial Officer 325.0K 50.0K 168.1K 543.1K 30.95%
13 2022 Dominic Varacalli Chief Operating Officer 289.6K 20.0K 149.2K 458.8K 32.52%
14 2021 David Moradi Chief Executive Officer and Director 1.00 2.77M 2.77M 100.00%
15 2021 Christopher Hundley, President 273.3K 1.60M 1.88M 85.44%
16 2021 Kelly Georgevich Chief Financial Officer 156.2K 26.6K 574.7K 757.4K 75.87%
17 2020 David Moradi Chief Executive Officer and Director 1.00 4.93M 4.93M 100.00%
18 2020 Heath Thompson 171.4K 225.0K 1.31M 0.00%
19 2020 Sachin Barot Chief Financial Officer 350.0K 65.2K 852.0K 0.00%
20 2020 Dr. Carr Bettis Executive Chairman, Chairman and Director 250.0K 767.1K 0.00%
21 2020 Dominic Varacalli Chief Operating Officer 114.2K 11.8K 600.5K 0.00%
22 2019 Sachin Barot Chief Financial Officer 218.8K 109.8K 887.2K 0.00%
23 2019 Sachin Barot Chief Financial Officer 218.8K 528.3K 747.0K 70.72%
24 2019 Todd Bankofier Former Chief Executive 300.0K 353.4K 0.00%
25 2019 Sean Bradley President, Chief Strategy 210.0K 245.6K 0.00%
26 2019 Dr. Carr Bettis Executive Chairman, Chairman and Director 212.5K 212.5K 0.00%
27 2019 Sachin Barot
28 2019 Dr. Carr Bettis Executive Chairman, Chairman and Director
29 2019 Sean Bradley Senior Vice President, Customer Advocacy
30 2019 Todd Bankofier Former Chief Executive Officer
31 2018 Dr. Carr Bettis Executive Chairman, Chairman and Director 175.0K 40.0K 171.0K 386.0K 44.30%
32 2018 Todd Bankofier Former Chief Executive 250.0K 80.0K 330.0K 0.00%
33 2018 Todd Bankofier Chief Executive Officer 250.0K 80.0K 330.0K 0.00%
34 2018 Sean Bradley President, Chief Strategy 200.0K 45.0K 245.0K 0.00%
35 2018 Dr. Carr Bettis Executive Chairman, Chairman and Director
36 2018 Sean Bradley Senior Vice President, Customer Advocacy
37 2018 Todd Bankofier Former Chief Executive Officer
38 2017 Dr. Carr Bettis Executive Chairman, 87.5K 287.4K 643.2K 44.68%
39 2017 Todd Bankofier Chief Executive Officer 177.9K 41.3K 487.4K 8.46%
40 2017 Sean Bradley President, Chief Strategy 149.1K 41.3K 391.6K 10.53%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-04-10 DEFA14A
2025-04-10 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-06 4
2026-05-06 4
2026-04-30 10-K/A
2026-04-27 8-K
2026-04-22 SC 13G/A
2026-04-03 4
2026-04-03 4
2026-04-03 4
2026-03-17 4

Executive team

NameTitleCompensationGender
Kelly Georgevich CEO, CFO, Principal Financial Officer, Principal Accounting Officer & Director 435.0K female
David D. Moradi Chief Product Officer, Corporate Secretary & Executive Chairman 400.0K male
John Postlethwait Chief Operating Officer 309.6K male
Sean D. Bradley Senior Vice President of Customer Advocacy 210.0K male
Carr Bettis Executive Chairman 39.9K
James Spolar General Counsel & Secretary
Chad Sollis Chief Marketing Officer male
Michael Paciello Chief Accessibility Officer male
ESG Rating
B
SOFTWARE - APPLICATION
Rank: 166 out of 254
2022
E (Environmental)
71.4 / 66.0
Company / Sector avg.
S (Social)
74.1 / 69.5
Company / Sector avg.
G (Governance)
74.0 / 67.5
Company / Sector avg.
ESG Total
73.2 / 67.7
Company / Sector avg.
ESG Score History SOFTWARE - APPLICATION
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)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits