Aqua Metals, Inc. (AQMS)
Reno, NV, US
Predominantly operating in the United States, Aqua Metals, Inc. specializes in the reclamation of lead. This company manufactures and supplies various forms of lead, including hard lead and lead-based compounds, in addition to plastic materials. Aqua Metals, Inc. commenced operations in 2014 and has its corporate headquarters situated in Reno, Nevada.
Based on only 2 articles — low confidence
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -7.78% | -11.49% | +14.64% | -2.12% | -27.36% | -3.75% | -52.02% | -97.76% | -99.04% | -99.71% | -99.57% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Waste Management: +4.3%—
-
EPS growth Waste Management: +10.8%+60.4% ★ Q1'26: +88.1% (vs Q1'25)
-
FCF margin FCF growth · Waste Management: +46.5%—
-
EBIT margin Waste Management: +13.2%—
-
ROIC Waste Management: +6.2%-482.8% Q1'26: +0.0% (vs Q1'25)
-
Share dilution Waste Management: +0.0%+132.8% Q1'26: +299.8% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Waste Management: 1.12×-0.03× Q1'26: -0.03× (vs Q1'25)
* 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.
| Metric |
Dec 2016 actual |
Dec 2017 actual |
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 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
—
est: 600.0K (-100.0%)
|
2.09M
est: 2.33M (-10.3%)
|
4.45M
est: 4.32M (+3.0%)
|
4.87M
est: 6.01M (-18.9%)
|
108.0K
est: 222.9K (-51.5%)
|
173.0K
est: 150.0K (+15.3%)
|
4.0K
est: 198.5K (-98.0%)
|
25.0K
est: 25.0K (+0.0%)
|
—
est: 1.30M (-100.0%)
|
—
est: 600.0K (-100.0%)
|
7.80M
7.80M – 7.80M
+1,200.0% YoY
|
54.60M
54.60M – 54.60M
+600.0% YoY
|
109.20M
109.20M – 109.20M
+100.0% YoY
|
| EBITDA |
-12.10M
est: -360.0K (-3,261.7%)
|
-21.72M
est: -1.40M (-1,454.0%)
|
-33.36M
est: -25.13M (-32.8%)
|
-37.69M
est: -3.61M (-944.9%)
|
-21.68M
est: -11.01M (-96.9%)
|
-16.85M
est: -18.93M (+11.0%)
|
-14.24M
est: -17.84M (+20.2%)
|
-22.05M
est: -5.0K (-440,908.2%)
|
-22.70M
est: -260.0K (-8,632.3%)
|
-20.85M
est: -120.0K (-17,271.0%)
|
-1.56M
-1.56M – -1.56M
-1,200.0% YoY
|
-10.92M
-10.92M – -10.92M
-600.0% YoY
|
-21.84M
-21.84M – -21.84M
-100.0% YoY
|
| EBIT |
-12.96M
est: -360.0K (-3,499.4%)
|
-24.82M
est: -1.40M (-1,675.9%)
|
-36.81M
est: -27.88M (-32.0%)
|
-41.42M
est: -3.61M (-1,048.2%)
|
-24.14M
est: -15.90M (-51.9%)
|
-18.17M
est: -20.41M (+11.0%)
|
-15.30M
est: -20.28M (+24.5%)
|
-23.32M
est: -5.0K (-466,333.3%)
|
-23.98M
est: -260.0K (-9,122.3%)
|
-21.98M
est: -120.0K (-18,214.3%)
|
-1.56M
-1.56M – -1.56M
-1,200.0% YoY
|
-10.92M
-10.92M – -10.92M
-600.0% YoY
|
-21.84M
-21.84M – -21.84M
-100.0% YoY
|
| Net Income |
-13.56M
est: -102.07M (+86.7%)
|
-26.58M
est: -149.26M (+82.2%)
|
-40.25M
est: -30.30M (-32.8%)
|
-44.80M
est: -104.64M (+57.2%)
|
-25.76M
est: -25.52M (-1.0%)
|
-18.19M
est: -20.03M (+9.2%)
|
-15.43M
est: -17.22M (+10.4%)
|
-23.94M
est: -7.13M (-235.8%)
|
-24.56M
est: -43.34M (+43.3%)
|
-22.65M
est: -23.91M (+5.3%)
|
-35.87M
-35.87M – -35.87M
-50.0% YoY
|
-14.95M
-14.95M – -14.95M
+58.3% YoY
|
11.96M
11.96M – 11.96M
+180.0% YoY
|
| SGA |
6.61M
est: 367.15M (-98.2%)
|
6.89M
est: 1.43B (-99.5%)
|
14.21M
est: 2.64B (-99.5%)
|
19.31M
est: 3.68B (-99.5%)
|
9.00M
est: 136.37M (-93.4%)
|
9.69M
est: 91.79M (-89.4%)
|
9.82M
est: 121.47M (-91.9%)
|
11.64M
est: 14.89M (-21.8%)
|
11.97M
est: 774.09M (-98.5%)
|
10.49M
est: 357.27M (-97.1%)
|
4.64B
4.64B – 4.64B
+1,200.0% YoY
|
32.51B
32.51B – 32.51B
+600.0% YoY
|
65.02B
65.02B – 65.02B
+100.0% YoY
|
| EPS |
-177.60
est: -159.00 (-11.7%)
|
-262.00
est: -232.50 (-12.7%)
|
-235.70
est: -206.00 (-14.4%)
|
-171.40
est: -163.00 (-5.2%)
|
-84.66
est: -46.00 (-84.0%)
|
-51.98
est: -51.00 (-1.9%)
|
-40.71
est: -42.00 (+3.1%)
|
-50.97
est: -4.77 (-968.7%)
|
-38.25
est: -29.00 (-31.9%)
|
-15.15
est: -16.00 (+5.3%)
|
-24.00
-24.00 – -24.00
-50.0% YoY
|
-10.00
-10.00 – -10.00
+58.3% YoY
|
8.00
8.00 – 8.00
+180.0% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | B- | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-13 | B- | 3/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-12 | B- | 3/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-11 | B- | 3/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-08 | B- | 3/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-07 | B- | 3/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-06 | B- | 3/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-05 | B- | 3/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-04 | B- | 3/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-01 | B- | 3/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-30 | B- | 3/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-29 | B- | 3/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-28 | B- | 3/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-27 | B- | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-24 | B- | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-23 | B- | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-22 | B- | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-21 | B- | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-20 | B- | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-17 | B- | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-16 | B- | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2. | 5.00M | 6.38% | 494.4K | — | 494.4K | 4.51M | IA | California | 2023-02-15 | ↗ |
| 2 | Robert W. Baird & Co. Incorporated | 4.60M | 5.90% | 4.60M | — | — | 4.60M | IA | Wisconsin | 2023-02-09 | ↗ |
| 3 | BATTERIES, INC. | 3.48M | 8.34% | — | 3.48M | — | 3.48M | CO | DELAWARE | 2018-08-20 | ↗ |
| 4 | EMERGING INVESTMENTS, LLC | 3.48M | 8.34% | — | 3.48M | — | 3.48M | OO | DELAWARE | 2018-08-20 | ↗ |
| 5 | L. KANEN | 2.95M | 4.85% | 259.2K | 2.69M | 259.2K | 10.00 | IN | USA | 2020-10-08 | ↗ |
| 6 | INTERSTATE BATTERIES, INC. | 2.78M | 5.96% | — | 2.78M | — | 2.78M | CO | DELAWARE | 2019-03-07 | ↗ |
| 7 | INTERSTATE EMERGING INVESTMENTS, LLC | 2.78M | 5.96% | — | 2.78M | — | 2.78M | OO | DELAWARE | 2019-03-07 | ↗ |
| 8 | WEALTH MANAGEMENT, LLC | 2.69M | 4.42% | — | 2.69M | — | 10.00 | OO | FLORIDA | 2020-10-08 | ↗ |
| 9 | DAVID L. KANEN | 2.51M | 4.10% | 160.6K | 2.35M | 160.6K | 11.00 | IN | DELAWARE | 2021-01-25 | ↗ |
| 10 | KANEN WEALTH MANAGEMENT, LLC | 2.35M | 3.80% | — | 2.35M | — | 11.00 | IA, OO | DELAWARE | 2021-01-25 | ↗ |
| 11 | Jeffrey L Feinberg | 1.16M | 8.18% | — | 1.16M | — | — | IN | California | 2016-05-31 | ↗ |
| 12 | Jeffrey L Feinberg Personal Trust | 1.16M | 8.18% | — | 1.16M | — | — | OO | California | 2016-05-31 | ↗ |
| 13 | FUND, LP | 1.02M | 1.68% | — | 1.02M | — | 10.00 | PN | DELAWARE | 2020-10-08 | ↗ |
| 14 | Longboard Capital Advisors, LLC (EIN 86-1150459) Brett Conrad | 865.5K | 4.84% | 865.5K | — | 865.5K | — | IA, IN | Longboard Capital Advisors, LLC – Delaware | 2017-02-21 | ↗ |
| 15 | PHILOTIMO FUND, LP | 761.5K | 1.20% | — | 761.5K | — | 11.00 | IA, PN | DELAWARE | 2021-01-25 | ↗ |
| 16 | ID: 88-0429372 | 732.6K | 5.20% | 732.6K | — | 732.6K | — | OO | United States of America | 2016-02-16 | ↗ |
| 17 | INC. | 473.8K | 0.77% | — | 473.8K | — | 473.8K | CO | — | 2021-01-15 | ↗ |
| 18 | LLC | 473.8K | 0.77% | — | 473.8K | — | 473.8K | OO | — | 2021-01-15 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 79.4K +79.4K (+100.0%) | 381.1K +381.1K (+100.0%) | 556.72% +556.724 pp | 0.00% +0.000 pp | USD4.80 +0.0% | 1 qtrs NEW |
| 2 | STIFEL FINANCIAL CORP | 56.1K +56.1K (+100.0%) | 269.2K +269.2K (+100.0%) | 393.23% +393.229 pp | 0.00% +0.000 pp | USD4.80 +0.0% | 1 qtrs NEW |
| 3 | VANGUARD GROUP INC | 26.9K +26.9K (+100.0%) | 129.1K +129.1K (+100.0%) | 188.54% +188.536 pp | 0.00% +0.000 pp | USD4.80 +0.0% | 1 qtrs NEW |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 26.9K +26.9K (+100.0%) | 129.0K +129.0K (+100.0%) | 188.45% +188.452 pp | 0.00% +0.000 pp | USD4.80 +0.0% | 1 qtrs NEW |
| 5 | HAMILTON CAPITAL PARTNERS, LLC | 17.4K +17.4K (+100.0%) | 83.7K +83.7K (+100.0%) | 122.23% +122.233 pp | 0.03% +0.028 pp | USD4.80 +0.0% | 1 qtrs NEW |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | 16.0K +16.0K (+100.0%) | 77.0K +77.0K (+100.0%) | 112.12% +112.116 pp | 0.00% +0.000 pp | USD4.80 +0.0% | 1 qtrs NEW |
| 7 | QUADRATURE CAPITAL LTD | 12.6K +12.6K (+100.0%) | 60.6K +60.6K (+100.0%) | 88.49% +88.494 pp | 0.00% +0.001 pp | USD4.80 +0.0% | 1 qtrs NEW |
| 8 | JANE STREET GROUP, LLC | 12.3K -25.8K (-67.6%) | 59.3K -184.6K (-75.7%) | 86.55% +83.880 pp | 0.00% +0.000 pp | USD6.40 -25.0% | 2 qtrs — |
| 9 | UBS GROUP AG | 7.8K -30.3K (-79.6%) | 37.2K -206.3K (-84.7%) | 54.38% +51.707 pp | 0.00% +0.000 pp | USD6.40 -25.0% | 2 qtrs — |
| 10 | BLACKROCK, INC. | 4.8K +— (+0.0%) | 23.3K -7.8K (-25.0%) | 34.00% +33.659 pp | 0.00% +0.000 pp | USD6.40 -25.0% | 2 qtrs — |
| 11 | GROUP ONE TRADING, L.P. | 638.00 +627.0 (+5,700.0%) | 3.1K +3.0K (+4,274.3%) | 4.47% +4.473 pp | 0.00% +0.000 pp | USD4.83 -0.6% | 2 qtrs — |
| 12 | BNP PARIBAS ARBITRAGE, SNC | 480.00 +480.0 (+100.0%) | 2.3K +2.3K (+100.0%) | 3.37% +3.366 pp | 0.00% +0.000 pp | USD4.80 +0.0% | 1 qtrs NEW |
| 13 | ROYAL BANK OF CANADA | 344.00 +172.0 (+100.0%) | 2.0K +1.0K (+100.0%) | 2.41% +2.400 pp | 0.00% +0.000 pp | USD5.60 -14.3% | 2 qtrs — |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 312.00 +— (+0.0%) | 1.5K -499.0 (-25.0%) | 2.19% +2.166 pp | 0.00% +0.000 pp | USD6.40 -25.0% | 2 qtrs — |
| 15 | TOWER RESEARCH CAPITAL LLC (TRC) | 312.00 -149.0 (-32.3%) | 1.5K -1.5K (-49.2%) | 2.19% +2.155 pp | 0.00% +0.000 pp | USD6.40 -25.0% | 2 qtrs — |
| 16 | MORGAN STANLEY | 295.00 -11.0 (-3.6%) | 1.4K -542.0 (-27.7%) | 2.07% +2.047 pp | 0.00% +0.000 pp | USD6.40 -25.0% | 2 qtrs — |
| 17 | NBC SECURITIES, INC. | 200.00 +200.0 (+100.0%) | 960.00 +960.0 (+100.0%) | 1.40% +1.402 pp | 0.00% +0.000 pp | USD4.80 +0.0% | 1 qtrs NEW |
| 18 | ELEVATED CAPITAL ADVISORS, LLC | 171.00 +171.0 (+100.0%) | 821.00 +821.0 (+100.0%) | 1.20% +1.199 pp | 0.00% +0.000 pp | USD4.80 +0.0% | 1 qtrs NEW |
| 19 | SBI SECURITIES CO., LTD. | 100.00 +— (+0.0%) | 480.00 -160.0 (-25.0%) | 0.70% +0.694 pp | 0.00% +0.000 pp | USD6.40 -25.0% | 2 qtrs — |
| 20 | WELLS FARGO & COMPANY/MN | 100.00 +100.0 (+100.0%) | 480.00 +480.0 (+100.0%) | 0.70% +0.701 pp | 0.00% +0.000 pp | USD4.80 +0.0% | 1 qtrs NEW |
| 21 | ADVISOR GROUP HOLDINGS, INC. | 99.00 +75.0 (+312.5%) | 474.00 +357.0 (+305.1%) | 0.69% +0.693 pp | 0.00% +0.000 pp | USD5.18 -7.3% | 2 qtrs — |
| 22 | BANK OF AMERICA CORP /DE/ | 66.00 -4.4K (-98.5%) | 317.00 -28.3K (-98.9%) | 0.46% +0.149 pp | 0.00% +0.000 pp | USD6.39 -24.9% | 2 qtrs — |
| 23 | RAIFFEISEN BANK INTERNATIONAL AG | 55.00 +— (+0.0%) | 266.00 -116.0 (-30.4%) | 0.39% +0.382 pp | 0.00% +0.000 pp | USD6.40 -25.0% | 2 qtrs — |
| 24 | CENTER FOR FINANCIAL PLANNING, INC. | 22.00 +22.0 (+100.0%) | 106.00 +106.0 (+100.0%) | 0.15% +0.154 pp | 0.00% +0.000 pp | USD4.77 +0.6% | 1 qtrs NEW |
| 25 | HARBOUR INVESTMENTS, INC. | 20.00 +— (+0.0%) | 96.00 -32.0 (-25.0%) | 0.14% +0.139 pp | 0.00% +0.000 pp | USD6.40 -25.0% | 2 qtrs — |
| 26 | ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | 10.00 +— (+0.0%) | 48.00 -16.0 (-25.0%) | 0.07% +0.069 pp | 0.00% +0.000 pp | USD6.40 -25.0% | 2 qtrs — |
| 27 | HUNTINGTON NATIONAL BANK | 10.00 +— (+0.0%) | 48.00 -16.0 (-25.0%) | 0.07% +0.069 pp | 0.00% +0.000 pp | USD6.40 -25.0% | 2 qtrs — |
| 28 | CITIGROUP INC | 7.00 +6.0 (+600.0%) | 34.00 +28.0 (+466.7%) | 0.05% +0.049 pp | 0.00% +0.000 pp | USD4.86 -1.2% | 2 qtrs — |
| 29 | DANSKE BANK A/S | 3.00 +— (+0.0%) | 14.00 -5.0 (-26.3%) | 0.02% +0.021 pp | 0.00% +0.000 pp | USD6.33 -24.2% | 2 qtrs — |
| 30 | — | 2.00 +2.0 (+100.0%) | 10.00 +10.0 (+100.0%) | 0.01% +0.014 pp | 0.00% +0.000 pp | USD4.50 +6.7% | 1 qtrs NEW |
| 31 | MAI CAPITAL MANAGEMENT | 2.00 +2.0 (+100.0%) | 10.00 +10.0 (+100.0%) | 0.01% +0.014 pp | 0.00% +0.000 pp | USD4.50 +6.7% | 1 qtrs NEW |
| 32 | RUSSELL INVESTMENTS GROUP, LTD. | 2.00 +2.0 (+100.0%) | 10.00 +10.0 (+100.0%) | 0.01% +0.014 pp | 0.00% +0.000 pp | USD4.50 +6.7% | 1 qtrs NEW |
| 33 | ALLWORTH FINANCIAL LP | 1.00 +1.0 (+100.0%) | 5.00 +5.0 (+100.0%) | 0.01% +0.007 pp | 0.00% +0.000 pp | USD4.00 +20.0% | 1 qtrs NEW |
| 34 | SCHONFELD STRATEGIC ADVISORS LLC | — -12.8K (-100.0%) | — -82.2K (-100.0%) | 0.00% -0.901 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
| 35 | SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | — -147.0 (-100.0%) | — -941.0 (-100.0%) | 0.00% -0.010 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 36 | HIGHMARK WEALTH MANAGEMENT LLC | — -100.0 (-100.0%) | — -640.0 (-100.0%) | 0.00% -0.007 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 37 | IEQ CAPITAL, LLC | — -17.1K (-100.0%) | — -109.7K (-100.0%) | 0.00% -1.202 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 38 | BAIRD FINANCIAL GROUP, INC. | — -30.7K (-100.0%) | — -196.2K (-100.0%) | 0.00% -2.149 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 39 | TWO SIGMA SECURITIES, LLC | — -11.9K (-100.0%) | — -76.2K (-100.0%) | 0.00% -0.835 pp | 0.00% -0.011 pp | USD— | 2 qtrs SOLD |
| 40 | JONES FINANCIAL COMPANIES LLLP | — -4.0 (-100.0%) | — -29.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 41 | ADVISORY SERVICES NETWORK, LLC | — -30.0 (-100.0%) | — -192.0 (-100.0%) | 0.00% -0.002 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 42 | FNY INVESTMENT ADVISERS, LLC | — -787.0 (-100.0%) | — -5.0K (-100.0%) | 0.00% -0.055 pp | 0.00% -0.002 pp | USD— | 2 qtrs SOLD |
| 43 | LEGACY WEALTH MANAGMENT, LLC/ID | — -11.0 (-100.0%) | — -71.0 (-100.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Vanguard Extended Market ETF VXF | 0.00% | 120.5K | 0.05% |
| 2 | Dimensional - US Core Equity 2 ETF DFAC | 0.00% | 3.2K | 0.17% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-13 | West Eric | Officer | F-InKind | D | Common Stock | 863 | 3.92 | 3.4K | 65,058 | D | ↗ |
| 2026-04-13 | Taecker Benjamin S. | Officer | F-InKind | D | Common Stock | 715 | 3.92 | 2.8K | 58,065 | D | ↗ |
| 2026-04-13 | Cotton Stephen | Director / Officer | F-InKind | D | Common Stock | 2,352 | 3.92 | 9.2K | 219,673 | D | ↗ |
| 2026-02-24 | West Eric | Officer | F-InKind | D | Common Stock | 1,214 | 4.76 | 5.8K | 65,921 | D | ↗ |
| 2026-02-24 | Taecker Benjamin S. | Officer | F-InKind | D | Common Stock | 1,006 | 4.76 | 4.8K | 58,780 | D | ↗ |
| 2026-02-24 | Cotton Stephen | Director / Officer | F-InKind | D | Common Stock | 3,307 | 4.76 | 15.7K | 222,025 | D | ↗ |
| 2026-02-13 | West Eric | Officer | A-Award | A | Common Stock | 28,390 | 4.72 | 134.0K | 67,135 | D | ↗ |
| 2026-02-13 | Taecker Benjamin S. | Officer | A-Award | A | Common Stock | 23,306 | 4.72 | 110.0K | 59,786 | D | ↗ |
| 2026-02-13 | Cotton Stephen | Director / Officer | A-Award | A | Common Stock | 79,873 | 4.72 | 377.0K | 225,332 | D | ↗ |
| 2026-01-07 | Taecker Benjamin S. | Officer | D-Return | D | Performance Share Units | 1,329 | 0.00 | — | 0 | D | ↗ |
| 2026-01-07 | Cotton Stephen | Director / Officer | D-Return | D | Performance Share Units | 4,530 | 0.00 | — | 0 | D | ↗ |
| 2026-01-02 | Taecker Benjamin S. | Officer | F-InKind | D | Common Stock | 979 | 4.80 | 4.7K | 36,493 | D | ↗ |
| 2026-01-02 | Cotton Stephen | Director / Officer | F-InKind | D | Common Stock | 3,208 | 4.80 | 15.4K | 147,559 | D | ↗ |
| 2025-12-18 | Cotton Stephen | Director / Officer | A-Award | A | Common Stock | 14,749 | 0.00 | — | 157,014 | D | ↗ |
| 2025-11-20 | West Eric | Officer | F-InKind | D | Common Stock | 720 | 9.80 | 7.1K | 38,745 | D | ↗ |
| 2025-10-13 | West Eric | Officer | A-Award | A | Common Stock | 12,224 | 9.58 | 117.1K | 39,465 | D | ↗ |
| 2025-10-13 | Taecker Benjamin S. | Officer | A-Award | A | Common Stock | 10,132 | 9.58 | 97.1K | 37,472 | D | ↗ |
| 2025-10-13 | Cotton Stephen | Director / Officer | A-Award | A | Common Stock | 33,320 | 9.58 | 319.2K | 142,265 | D | ↗ |
| 2025-09-19 | Cotton Stephen | Director / Officer | A-Award | A | Common Stock | 11,250 | 0.00 | — | 115,369 | D | ↗ |
| 2025-08-20 | Taecker Benjamin S. | Officer | F-InKind | D | Common Stock | 564 | 3.68 | 2.1K | 28,315 | D | ↗ |
| 2025-08-20 | Cotton Stephen | Director / Officer | F-InKind | D | Common Stock | 1,920 | 3.68 | 7.1K | 104,119 | D | ↗ |
| 2025-08-19 | West Eric | Officer | A-Award | A | Common Stock | 17,179 | 3.95 | 67.9K | 27,241 | D | ↗ |
| 2025-08-19 | Taecker Benjamin S. | Officer | A-Award | A | Common Stock | 14,238 | 3.95 | 56.2K | 28,879 | D | ↗ |
| 2025-08-19 | Cotton Stephen | Director / Officer | A-Award | A | Common Stock | 46,824 | 3.95 | 185.0K | 106,039 | D | ↗ |
| 2025-07-01 | Taecker Benjamin S. | Officer | F-InKind | D | Common Stock | 3,043 | 0.49 | 1.5K | 146,426 | D | ↗ |
| 2025-07-01 | Cotton Stephen | Director / Officer | F-InKind | D | Common Stock | 9,301 | 0.49 | 4.6K | 592,154 | D | ↗ |
| 2025-05-19 | West Eric | Officer | — | — | Common Stock | 0 | 0.00 | — | 100,625 | D | ↗ |
| 2025-05-06 | Zhang Peifang | Director | A-Award | A | Common Stock | 43,478 | 0.00 | — | 86,085 | D | ↗ |
| 2025-05-06 | HENDERSON STEVEN K | Director | A-Award | A | Common Stock | 54,347 | 0.00 | — | 64,136 | D | ↗ |
| 2025-05-06 | Gangloff Eric John | Director | A-Award | A | Common Stock | 54,347 | 0.00 | — | 119,208 | D | ↗ |
| 2025-05-06 | DIVITO VINCENT L | Director | A-Award | A | Common Stock | 65,217 | 0.00 | — | 107,619 | D | ↗ |
| 2025-04-02 | Zhang Peifang | Director | A-Award | A | Common Stock | 16,129 | 1.86 | 30.0K | 42,606 | D | ↗ |
| 2025-04-02 | HENDERSON STEVEN K | Director | A-Award | A | Common Stock | 9,789 | 1.86 | 18.2K | 9,789 | D | ↗ |
| 2025-04-02 | Gangloff Eric John | Director | A-Award | A | Common Stock | 7,661 | 1.86 | 14.2K | 64,861 | D | ↗ |
| 2025-04-02 | DIVITO VINCENT L | Director | A-Award | A | Common Stock | 12,096 | 1.86 | 22.5K | 42,402 | D | ↗ |
| 2025-02-20 | Taecker Benjamin S. | Officer | A-Award | A | Common Stock | 21,802 | 0.00 | — | 149,469 | D | ↗ |
| 2025-02-20 | Merrill Judd | Officer | A-Award | A | Common Stock | 27,208 | 0.00 | — | 244,119 | D | ↗ |
| 2025-02-20 | Cotton Stephen | Director / Officer | A-Award | A | Common Stock | 37,103 | 0.00 | — | 601,455 | D | ↗ |
| 2025-02-13 | Gangloff Eric John | Director | — | — | Common Stock | 0 | 0.00 | — | 57,200 | D | ↗ |
| 2025-02-03 | HENDERSON STEVEN K | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-01-01 | Taecker Benjamin S. | Officer | F-InKind | D | Common Stock | 4,222 | 2.52 | 10.6K | 127,667 | D | ↗ |
| 2025-01-01 | Merrill Judd | Officer | F-InKind | D | Common Stock | 6,112 | 2.52 | 15.4K | 216,911 | D | ↗ |
| 2025-01-01 | Cotton Stephen | Director / Officer | F-InKind | D | Common Stock | 13,337 | 2.52 | 33.6K | 564,352 | D | ↗ |
| 2024-12-19 | Zhang Peifang | Director | P-Purchase | A | Common Stock Purchase Warrant (right to buy) | 37,500 | 1.92 | 72.0K | 37,500 | D | ↗ |
| 2024-12-19 | Taecker Benjamin S. | Officer | P-Purchase | A | Common Stock Purchase Warrant (right to buy) | 50,000 | 1.92 | 96.0K | 50,000 | D | ↗ |
| 2024-12-19 | Merrill Judd | Officer | P-Purchase | A | Common Stock Purchase Warrant (right to buy) | 125,000 | 1.92 | 240.0K | 125,000 | D | ↗ |
| 2024-12-19 | Gangloff Eric John | Director | — | — | Common Stock Purchase Warrant (right to buy) | 200,000 | 1.92 | 384.0K | 0 | I | ↗ |
| 2024-12-19 | DIVITO VINCENT L | Director | P-Purchase | A | Common Stock Purchase Warrant (right to buy) | 37,500 | 1.92 | 72.0K | 37,500 | D | ↗ |
| 2024-12-19 | Cotton Stephen | Director / Officer | A-Award | A | Performance Share Units | 45,321 | 0.00 | — | 45,321 | D | ↗ |
| 2024-10-01 | Zhang Peifang | Director | A-Award | A | Common Stock | 85,201 | 0.00 | — | 449,071 | D | ↗ |
| 2024-09-05 | Zhang Peifang | Director | A-Award | A | Common Stock | 107,296 | 0.00 | — | 444,342 | — | ↗ |
| 2024-09-05 | DIVITO VINCENT L | Director | A-Award | A | Common Stock | 160,944 | 0.00 | — | 606,138 | — | ↗ |
| 2024-07-01 | Zhang Peifang | Director | A-Award | A | Common Stock | 23,496 | 0.00 | — | 337,046 | — | ↗ |
| 2024-07-01 | Taecker Benjamin S. | Officer | F-InKind | D | Common Stock | 75,000 | 0.32 | 24.0K | 1,039,929 | — | ↗ |
| 2024-07-01 | SMITH EDWARD J | Director | A-Award | A | Common Stock | 23,496 | 0.00 | — | 357,546 | — | ↗ |
| 2024-07-01 | Merrill Judd | Officer | F-InKind | D | Common Stock | 108,612 | 0.32 | 34.8K | 1,967,804 | — | ↗ |
| 2024-07-01 | McMurtry David | Officer | F-InKind | D | Common Stock | 57,596 | 0.32 | 18.4K | 686,277 | — | ↗ |
| 2024-07-01 | DIVITO VINCENT L | Director | A-Award | A | Common Stock | 23,496 | 0.00 | — | 445,194 | — | ↗ |
| 2024-07-01 | Cotton Stephen | Director / Officer | F-InKind | D | Common Stock | 236,986 | 0.32 | 75.8K | 6,115,247 | — | ↗ |
| 2024-05-17 | Gangloff Eric John | Director | — | — | Common Stock Purchase Warrant (right to buy) | 43,750 | 7.80 | 341.3K | 0 | D | ↗ |
| 2024-05-14 | Zhang Peifang | Director | P-Purchase | A | Non-Redeemable Common Stock Purchase Warrant | 62,500 | 0.39 | 24.4K | 62,500 | — | ↗ |
| 2024-05-14 | YI SUNG | Director | P-Purchase | A | Non-Redeemable Common Stock Purchase Warrant | 75,000 | 0.39 | 29.3K | 75,000 | — | ↗ |
| 2024-05-14 | West Eric | Officer | — | — | Non-Redeemable Common Stock Purchase Warrant | 625 | 7.80 | 4.9K | 0 | D | ↗ |
| 2024-05-14 | Taecker Benjamin S. | Officer | P-Purchase | A | Non-Redeemable Common Stock Purchase Warrant | 25,000 | 0.39 | 9.8K | 25,000 | — | ↗ |
| 2024-05-14 | SMITH EDWARD J | Director | P-Purchase | A | Non-Redeemable Common Stock Purchase Warrant | 25,000 | 0.39 | 9.8K | 25,000 | — | ↗ |
| 2024-05-14 | Merrill Judd | Officer | P-Purchase | A | Non-Redeemable Common Stock Purchase Warrant | 37,500 | 0.39 | 14.6K | 37,500 | — | ↗ |
| 2024-05-14 | McMurtry David | Officer | P-Purchase | A | Non-Redeemable Common Stock Purchase Warrant | 25,000 | 0.39 | 9.8K | 25,000 | — | ↗ |
| 2024-05-14 | DIVITO VINCENT L | Director | P-Purchase | A | Non-Redeemable Common Stock Purchase Warrant | 62,500 | 0.39 | 24.4K | 62,500 | — | ↗ |
| 2024-05-14 | Cotton Stephen | Director / Officer | P-Purchase | A | Common Stock | 250,000 | 0.39 | 97.5K | 6,352,233 | — | ↗ |
| 2024-01-02 | Taecker Benjamin S. | Officer | F-InKind | D | Common Stock | 54,383 | 0.79 | 43.0K | 1,289,929 | — | ↗ |
| 2024-01-02 | Merrill Judd | Officer | F-InKind | D | Common Stock | 98,215 | 0.79 | 77.6K | 2,138,916 | — | ↗ |
| 2024-01-02 | McMurtry David | Officer | F-InKind | D | Common Stock | 18,888 | 0.79 | 14.9K | 818,873 | — | ↗ |
| 2024-01-02 | Cotton Stephen | Director / Officer | F-InKind | D | Common Stock | 220,103 | 0.79 | 173.9K | 6,202,233 | — | ↗ |
| 2023-12-29 | Taecker Benjamin S. | Officer | A-Award | A | Common Stock | 130,000 | 0.00 | — | 1,344,312 | — | ↗ |
| 2023-12-12 | Taecker Benjamin S. | Officer | A-Award | A | Common Stock | 379,167 | 0.00 | — | 1,011,881 | — | ↗ |
| 2023-12-12 | Merrill Judd | Officer | A-Award | A | Common Stock | 50,000 | 0.00 | — | 2,237,131 | — | ↗ |
| 2023-12-12 | McMurtry David | Officer | A-Award | A | Common Stock | 451,910 | 0.00 | — | 737,761 | — | ↗ |
| 2023-12-12 | DIVITO VINCENT L | Director | A-Award | A | Common Stock | 19,608 | 0.00 | — | 359,198 | — | ↗ |
| 2023-12-12 | Cotton Stephen | Director / Officer | A-Award | A | Common Stock | 1,365,000 | 0.00 | — | 5,902,606 | — | ↗ |
| 2023-11-17 | DIVITO VINCENT L | Director | P-Purchase | A | Common Stock | 5,000 | 0.89 | 4.5K | 339,590 | — | ↗ |
| 2023-09-14 | YI SUNG | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-07-19 | Zhang Peifang | Director | P-Purchase | A | Common Stock | 72,900 | 1.10 | 80.2K | 251,050 | — | ↗ |
| 2023-07-19 | SMITH EDWARD J | Director | P-Purchase | A | Common Stock | 90,500 | 1.10 | 99.6K | 309,050 | — | ↗ |
| 2023-07-19 | DIVITO VINCENT L | Director | P-Purchase | A | Common Stock | 9,000 | 1.10 | 9.9K | 334,590 | — | ↗ |
| 2023-07-06 | Merrill Judd | Officer | D-Return | D | Common Stock | 25,000 | 1.12 | 28.0K | 1,461,507 | — | ↗ |
| 2023-07-06 | Cotton Stephen | Director / Officer | D-Return | D | Common Stock | 37,633 | 1.11 | 41.8K | 4,537,606 | — | ↗ |
| 2023-07-05 | Kanen David | Director | A-Award | A | Common Stock | 27,244 | 1.17 | 31.9K | 158,297 | — | ↗ |
| 2023-07-05 | Cotton Stephen | Director / Officer | D-Return | D | Common Stock | 62,367 | 1.16 | 72.3K | 4,575,239 | — | ↗ |
| 2023-07-03 | Taecker Benjamin S. | Officer | F-InKind | D | Common Stock | 48,326 | 1.21 | 58.5K | 632,714 | — | ↗ |
| 2023-07-03 | Merrill Judd | Officer | F-InKind | D | Common Stock | 87,276 | 1.21 | 105.6K | 1,486,507 | — | ↗ |
| 2023-07-03 | McMurtry David | Officer | F-InKind | D | Common Stock | 16,638 | 1.21 | 20.1K | 310,289 | — | ↗ |
| 2023-07-03 | Cotton Stephen | Director / Officer | F-InKind | D | Common Stock | 209,102 | 1.21 | 253.0K | 4,637,606 | — | ↗ |
| 2023-05-09 | Zhang Peifang | Director | A-Award | A | Common Stock | 45,455 | 1.10 | 50.0K | 178,550 | — | ↗ |
| 2023-05-09 | SMITH EDWARD J | Director | A-Award | A | Common Stock | 45,455 | 1.10 | 50.0K | 218,550 | — | ↗ |
| 2023-05-09 | Kanen David | Director | A-Award | A | Common Stock | 45,455 | 1.10 | 50.0K | 131,053 | — | ↗ |
| 2023-05-09 | DIVITO VINCENT L | Director | A-Award | A | Common Stock | 68,182 | 1.10 | 75.0K | 325,590 | — | ↗ |
| 2023-04-03 | Kanen David | Director | A-Award | A | Common Stock | 31,875 | 1.00 | 31.9K | 85,598 | — | ↗ |
| 2023-03-23 | Taecker Benjamin S. | Officer | F-InKind | D | Common Stock | 10,363 | 1.05 | 10.9K | 681,040 | — | ↗ |
| 2023-03-23 | Merrill Judd | Officer | F-InKind | D | Common Stock | 16,396 | 1.05 | 17.2K | 1,573,783 | — | ↗ |
| 2023-03-23 | Cotton Stephen | Director / Officer | F-InKind | D | Common Stock | 82,636 | 1.05 | 86.8K | 4,846,708 | — | ↗ |
| 2023-01-04 | Kanen David | Director | A-Award | A | Common Stock | 25,500 | 1.25 | 31.9K | 53,723 | — | ↗ |
| 2023-01-03 | Taecker Benjamin S. | Officer | F-InKind | D | Common Stock | 42,342 | 1.15 | 48.7K | 555,389 | — | ↗ |
| 2023-01-03 | Merrill Judd | Officer | F-InKind | D | Common Stock | 91,800 | 1.15 | 105.6K | 1,590,179 | — | ↗ |
| 2023-01-03 | Cotton Stephen | Officer | F-InKind | D | Common Stock | 228,732 | 1.15 | 263.0K | 4,929,074 | — | ↗ |
| 2022-12-29 | Zhang Peifang | Director | P-Purchase | A | Common Stock | 10,000 | 0.99 | 9.9K | 133,095 | — | ↗ |
| 2022-12-28 | Kanen David | Director | P-Purchase | A | Common Stock | 25,635 | 0.75 | 19.2K | 351,218 | — | ↗ |
| 2022-12-27 | Kanen David | Director | P-Purchase | A | Common Stock | 113,246 | 0.73 | 82.7K | 325,683 | — | ↗ |
| 2022-12-23 | Zhang Peifang | Director | P-Purchase | A | Common Stock | 50,000 | 0.70 | 35.0K | 123,095 | — | ↗ |
| 2022-12-23 | Kanen David | Director | P-Purchase | A | Common Stock | 212,437 | 0.71 | 150.8K | 212,437 | — | ↗ |
| 2022-12-23 | DIVITO VINCENT L | Director | P-Purchase | A | Common Stock | 10,000 | 0.69 | 6.9K | 257,408 | — | ↗ |
| 2022-12-22 | Taecker Benjamin S. | Officer | A-Award | A | Common Stock | 15,772 | 0.63 | 9.9K | 733,745 | — | ↗ |
| 2022-12-22 | Merrill Judd | Officer | A-Award | A | Common Stock | 23,659 | 0.63 | 14.9K | 1,681,979 | — | ↗ |
| 2022-12-22 | McMurtry David | Officer | A-Award | A | Common Stock | 15,772 | 0.63 | 9.9K | 326,927 | — | ↗ |
| 2022-12-22 | Cotton Stephen | Officer | A-Award | A | Common Stock | 100,000 | 0.63 | 63.0K | 5,157,806 | — | ↗ |
| 2022-12-14 | SMITH EDWARD J | Director | P-Purchase | A | Common Stock | 100,000 | 0.64 | 64.0K | 173,095 | — | ↗ |
| 2022-12-12 | Taecker Benjamin S. | Officer | A-Award | A | Common Stock | 352,882 | 0.00 | — | 717,973 | — | ↗ |
| 2022-12-12 | Merrill Judd | Officer | A-Award | A | Common Stock | 582,256 | 0.00 | — | 1,658,320 | — | ↗ |
| 2022-12-12 | McMurtry David | Officer | A-Award | A | Common Stock | 192,108 | 0.00 | — | 311,155 | — | ↗ |
| 2022-12-12 | Cotton Stephen | Officer | A-Award | A | Common Shares | 1,270,589 | 0.00 | — | 5,057,806 | — | ↗ |
| 2022-10-03 | Kanen David | Director | A-Award | A | Common Shares | 28,223 | 0.76 | 21.4K | 28,223 | — | ↗ |
| 2022-08-01 | Kanen David | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-07-22 | McMurtry David | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-07-08 | Taecker Benjamin S. | Officer | S-Sale | D | Common Shares | 49,556 | 0.77 | 38.2K | 365,091 | — | ↗ |
| 2022-07-08 | Merrill Judd | Officer | D-Return | D | Common Stock | 108,517 | 0.77 | 83.6K | 1,141,064 | — | ↗ |
| 2022-07-08 | Cotton Stephen | Officer | S-Sale | D | Common Shares | 283,758 | 0.77 | 218.5K | 3,787,217 | — | ↗ |
| 2022-07-05 | Merrill Judd | Officer | D-Return | D | Common Stock | 65,000 | 0.82 | 53.3K | 1,076,064 | — | ↗ |
| 2022-05-02 | Zhang Peifang | Director | A-Award | A | Common Shares | 52,084 | 0.96 | 50.0K | 73,095 | — | ↗ |
| 2022-05-02 | SMITH EDWARD J | Director | A-Award | A | Common Shares | 52,084 | 0.96 | 50.0K | 73,095 | — | ↗ |
| 2022-05-02 | DIVITO VINCENT L | Director | A-Award | A | Common Shares | 78,125 | 0.96 | 75.0K | 247,408 | — | ↗ |
| 2022-03-24 | Taecker Benjamin S. | Officer | S-Sale | D | Common Shares | 13,431 | 1.41 | 18.9K | 414,647 | — | ↗ |
| 2022-03-24 | Merrill Judd | Officer | D-Return | D | Common Stock | 19,971 | 1.41 | 28.2K | 1,314,581 | — | ↗ |
| 2022-03-24 | Cotton Stephen | Officer | S-Sale | D | Common Shares | 100,605 | 1.41 | 141.9K | 4,070,975 | — | ↗ |
| 2022-03-23 | Merrill Judd | Officer | D-Return | D | Common Stock | 65,000 | 1.43 | 93.0K | 1,249,581 | — | ↗ |
| 2022-01-05 | Taecker Benjamin S. | Officer | S-Sale | D | Common Shares | 35,676 | 1.27 | 45.3K | 428,078 | — | ↗ |
| 2022-01-05 | Merrill Judd | Officer | D-Return | D | Common Stock | 87,063 | 1.27 | 110.6K | 1,400,052 | — | ↗ |
| 2022-01-05 | Cotton Stephen | Director / Officer | S-Sale | D | Common Shares | 124,474 | 1.27 | 158.1K | 4,171,580 | — | ↗ |
| 2022-01-04 | Merrill Judd | Officer | D-Return | D | Common Stock | 65,500 | 1.34 | 87.8K | 1,334,552 | — | ↗ |
| 2021-12-13 | Taecker Benjamin S. | Officer | A-Award | A | Common Stock | 200,648 | 0.00 | — | 463,754 | — | ↗ |
| 2021-12-13 | Merrill Judd | Officer | A-Award | A | Common Stock | 331,070 | 0.00 | — | 1,487,115 | — | ↗ |
| 2021-12-13 | Cotton Stephen | Director / Officer | A-Award | A | Common Stock | 722,334 | 0.00 | — | 4,296,054 | — | ↗ |
| 2021-08-10 | Taecker Benjamin S. | Officer | — | D | Stock Option | 5,701 | 11.84 | 67.5K | 0 | — | ↗ |
| 2021-07-02 | Merrill Judd | Officer | S-Sale | D | Common Shares | 85,311 | 2.71 | 231.2K | 482,249 | — | ↗ |
| 2021-07-02 | Cotton Stephen | Director / Officer | S-Sale | D | Common Shares | 193,173 | 2.71 | 523.5K | 1,483,354 | — | ↗ |
| 2021-05-03 | Zhang Peifang | Director | A-Award | A | Restricted Stock Units | 17,422 | 0.00 | — | 21,011 | — | ↗ |
| 2021-05-03 | Yosufzai S. Shariq | Director | A-Award | A | Restricted Stock Units | 26,133 | 0.00 | — | 31,516 | — | ↗ |
| 2021-05-03 | SMITH EDWARD J | Director | A-Award | A | Restricted Stock Units | 17,422 | 0.00 | — | 21,011 | — | ↗ |
| 2021-05-03 | DIVITO VINCENT L | Director | A-Award | A | Restricted Stock Units | 20,906 | 0.00 | — | 78,674 | — | ↗ |
| 2021-04-01 | Zhang Peifang | Director | A-Award | A | Restricted Stock Units | 3,589 | 0.00 | — | 3,589 | — | ↗ |
| 2021-04-01 | Yosufzai S. Shariq | Director | A-Award | A | Restricted Stock Units | 5,383 | 0.00 | — | 5,383 | — | ↗ |
| 2021-04-01 | SMITH EDWARD J | Director | A-Award | A | Restricted Stock Units | 3,589 | 0.00 | — | 3,589 | — | ↗ |
| 2021-04-01 | DIVITO VINCENT L | Director | A-Award | A | Restricted Stock Units | 3,589 | 0.00 | — | 57,768 | — | ↗ |
| 2021-03-24 | Merrill Judd | Officer | S-Sale | D | Common Shares | 17,393 | 3.88 | 67.5K | 405,115 | — | ↗ |
| 2021-03-24 | Cotton Stephen | Director / Officer | S-Sale | D | Common Shares | 87,660 | 3.88 | 340.1K | 1,215,213 | — | ↗ |
| 2021-03-02 | Yosufzai S. Shariq | Director | M-Exempt | A | Common Stock | 38,603 | 3.93 | 151.7K | 242,710 | — | ↗ |
| 2021-03-02 | Merrill Judd | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 46,725 | 1.88 | 87.8K | 852,908 | — | ↗ |
| 2021-03-02 | Cotton Stephen | Director / Officer | S-Sale | D | Common Stock | 187,461 | 5.02 | 941.1K | 1,092,873 | — | ↗ |
| 2021-03-01 | Zhang Peifang | Director | — | I | Common Stock | 0 | 0.00 | — | 758 | — | ↗ |
| 2021-03-01 | SMITH EDWARD J | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-03-01 | Merrill Judd | Officer | M-Exempt | A | Common Stock | 9,973 | 1.88 | 18.7K | 390,814 | — | ↗ |
| 2021-03-01 | Cotton Stephen | Director / Officer | S-Sale | D | Common Stock | 45,000 | 5.15 | 231.8K | 1,092,873 | — | ↗ |
| 2021-01-04 | Yosufzai S. Shariq | Director | A-Award | A | Restricted Stock Units | 6,503 | 0.00 | — | 45,106 | — | ↗ |
| 2021-01-04 | Merrill Judd | Officer | S-Sale | D | Common Shares | 41,773 | 3.36 | 140.4K | 380,841 | — | ↗ |
| 2021-01-04 | DIVITO VINCENT L | Director | A-Award | A | Restricted Stock Units | 4,335 | 0.00 | — | 58,514 | — | ↗ |
| 2021-01-04 | Cotton Stephen | Director / Officer | S-Sale | D | Common Shares | 69,874 | 3.36 | 234.8K | 1,092,873 | — | ↗ |
| 2020-12-16 | Merrill Judd | Officer | A-Award | A | Restricted Stock Units | 323,276 | 0.00 | — | 1,131,370 | — | ↗ |
| 2020-12-16 | Cotton Stephen | Director / Officer | A-Award | A | Restricted Stock Units | 969,828 | 0.00 | — | 3,840,346 | — | ↗ |
| 2020-10-01 | Yosufzai S. Shariq | Director | A-Award | A | Restricted Stock Units | 24,725 | 0.00 | — | 63,328 | — | ↗ |
| 2020-10-01 | DIVITO VINCENT L | Director | A-Award | A | Restricted Stock Units | 16,484 | 0.00 | — | 70,663 | — | ↗ |
| 2020-08-07 | Merrill Judd | Officer | P-Purchase | A | Common Shares | 481 | 1.04 | 500.24 | 314,048 | — | ↗ |
| 2020-08-07 | Cotton Stephen | Director / Officer | P-Purchase | A | Common Shares | 721 | 1.04 | 749.84 | 863,071 | — | ↗ |
| 2020-07-24 | Merrill Judd | Officer | P-Purchase | A | Common Shares | 446 | 1.12 | 499.52 | 313,567 | — | ↗ |
| 2020-07-24 | Cotton Stephen | Director / Officer | P-Purchase | A | Common Shares | 670 | 1.12 | 750.40 | 862,350 | — | ↗ |
| 2020-07-10 | Merrill Judd | Officer | P-Purchase | A | Common Shares | 450 | 1.11 | 499.50 | 313,121 | — | ↗ |
| 2020-07-10 | Cotton Stephen | Director / Officer | P-Purchase | A | Common Shares | 676 | 1.11 | 750.36 | 861,680 | — | ↗ |
| 2020-07-02 | Merrill Judd | Officer | S-Sale | D | Common Shares | 61,445 | 1.15 | 70.7K | 312,671 | — | ↗ |
| 2020-07-02 | Cotton Stephen | Director / Officer | S-Sale | D | Common Shares | 169,606 | 1.15 | 195.0K | 861,004 | — | ↗ |
| 2020-07-01 | Yosufzai S. Shariq | Director | A-Award | A | Restricted Stock Units | 18,750 | 0.00 | — | 57,353 | — | ↗ |
| 2020-07-01 | DIVITO VINCENT L | Director | A-Award | A | Restricted Stock Units | 12,500 | 0.00 | — | 66,679 | — | ↗ |
| 2020-06-26 | Merrill Judd | Officer | P-Purchase | A | Common Shares | 455 | 1.10 | 500.50 | 265,550 | — | ↗ |
| 2020-06-26 | Cotton Stephen | Director / Officer | P-Purchase | A | Common Shares | 682 | 1.10 | 750.20 | 730,933 | — | ↗ |
| 2020-06-17 | DIVITO VINCENT L | Director | P-Purchase | A | Common Shares | 1,000 | 1.01 | 1.0K | 74,884 | — | ↗ |
| 2020-06-12 | Cotton Stephen | Director / Officer | P-Purchase | A | Common Shares | 872 | 0.86 | 749.92 | 730,251 | — | ↗ |
| 2020-06-09 | Merrill Judd | Officer | P-Purchase | A | Common Shares | 2,400 | 1.05 | 2.5K | 260,095 | — | ↗ |
| 2020-06-08 | Merrill Judd | Officer | P-Purchase | A | Common Shares | 100 | 0.87 | 87.00 | 257,695 | — | ↗ |
| 2020-06-08 | Cotton Stephen | Director / Officer | P-Purchase | A | Common Shares | 50,069 | 0.87 | 43.6K | 729,379 | — | ↗ |
| 2020-05-19 | Merrill Judd | Officer | A-Award | A | Restricted Stock Units | 497,250 | 0.00 | — | 808,094 | — | ↗ |
| 2020-05-19 | Cotton Stephen | Director / Officer | A-Award | A | Restricted Stock Units | 1,316,250 | 0.00 | — | 2,870,518 | — | ↗ |
| 2020-04-02 | Yosufzai S. Shariq | Director | A-Award | A | Restricted Stock Units | 54,878 | 0.00 | — | 54,878 | — | ↗ |
| 2020-04-02 | KAPOOR SUSHIL | Director | A-Award | A | Restricted Stock Units | 36,585 | 0.00 | — | 36,585 | — | ↗ |
| 2020-04-02 | Gibson Gayle J | Director | A-Award | A | Restricted Stock Units | 36,585 | 0.00 | — | 36,585 | — | ↗ |
| 2020-04-02 | DIVITO VINCENT L | Director | A-Award | A | Restricted Stock Units | 36,585 | 0.00 | — | 36,585 | — | ↗ |
| 2020-03-23 | Merrill Judd | Officer | D-Return | D | Stock Options | 62,500 | 4.89 | 305.6K | 165,962 | — | ↗ |
| 2020-03-23 | Cotton Stephen | Director / Officer | S-Sale | D | Common Shares | 13,315 | 0.39 | 5.2K | 679,310 | — | ↗ |
| 2020-01-07 | Merrill Judd | Officer | S-Sale | D | Common Shares | 619 | 0.80 | 495.20 | 275,872 | — | ↗ |
| 2020-01-07 | Cotton Stephen | Director / Officer | S-Sale | D | Common Shares | 4,918 | 0.80 | 3.9K | 633,211 | — | ↗ |
| 2020-01-03 | Yosufzai S. Shariq | Director | A-Award | A | Restricted Share Units | 30,566 | 0.00 | — | 30,566 | — | ↗ |
| 2020-01-03 | Merrill Judd | Officer | S-Sale | D | Common Shares | 106,034 | 0.71 | 75.3K | 274,175 | — | ↗ |
| 2020-01-03 | Meline Susanne | Director | A-Award | A | Restricted Share Units | 20,378 | 0.00 | — | 20,378 | — | ↗ |
| 2020-01-03 | KAPOOR SUSHIL | Director | A-Award | A | Restricted Share Units | 20,378 | 0.00 | — | 20,378 | — | ↗ |
| 2020-01-03 | Gibson Gayle J | Director | A-Award | A | Restricted Share Units | 20,378 | 0.00 | — | 20,378 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | Stephen Cotton, President and Chief Executive Officer | 511.00 | 358.00 | 568.00 | — | — | — | 1.5K | 38.90% | ↗ |
| 2 | 2024 | Judd Merrill, Chief Financial Officer | 375.00 | 228.00 | 244.00 | — | — | — | 869.00 | 28.08% | ↗ |
| 3 | 2024 | Benjamin Taecker, Chief Engineering and Operating Officer | 300.00 | 105.00 | 147.00 | — | — | — | 572.00 | 25.70% | ↗ |
| 4 | 2023 | Stephen Cotton, President and Chief Executive Officer | 488.00 | 553.00 | 1.4K | — | — | — | 2.5K | 57.04% | ↗ |
| 5 | 2023 | Judd Merrill, Chief Financial Officer | 358.00 | 304.00 | 564.00 | — | — | — | 1.2K | 45.30% | ↗ |
| 6 | 2023 | David McMurtry Chief Business Officer | 325.00 | 183.00 | 387.00 | — | — | 15.00 | 910.00 | 42.53% | ↗ |
| 7 | 2023 | Benjamin Taecker, Chief Engineering and Operating Officer | 271.00 | 154.00 | 429.00 | — | — | — | 873.00 | 49.14% | ↗ |
| 8 | 2022 | Stephen Cotton, President and Chief Executive Officer | 472.00 | 473.00 | 825.00 | — | — | 12.00 | 1.8K | 46.30% | ↗ |
| 9 | 2022 | Judd Merrill, Chief Financial Officer | 346.00 | 260.00 | 378.00 | — | — | 14.00 | 998.00 | 37.88% | ↗ |
| 10 | 2022 | David McMurtry Chief Business Officer | 130.00 | 71.00 | 225.00 | — | — | 292.00 | 718.00 | 31.34% | ↗ |
| 11 | 2022 | Benjamin Taecker, Chief Engineering and Operating Officer | 262.00 | 131.00 | 229.00 | — | — | 10.00 | 632.00 | 36.23% | ↗ |
| 12 | 2021 | Stephen Cotton, President and Chief Executive Officer | 450.00 | 563.00 | 1.1K | — | — | — | 2.1K | 51.09% | ↗ |
| 13 | 2021 | Judd Merrill, Chief Financial Officer | 328.00 | 309.00 | 485.00 | — | — | — | 1.1K | 43.23% | ↗ |
| 14 | 2021 | Benjamin Taecker, Chief Engineering and Operating Officer | 239.00 | 156.00 | 294.00 | — | — | — | 689.00 | 42.67% | ↗ |
| 15 | 2020 | Stephen Cotton, President and Chief Executive Officer | 450.00 | 563.00 | 1.9K | — | — | 186.00 | 3.1K | 61.34% | ↗ |
| 16 | 2020 | Judd Merrill, Chief Financial Officer | 300.00 | 225.00 | 630.00 | — | — | 125.00 | 1.3K | 49.22% | ↗ |
| 17 | 2020 | Benjamin Taecker, Chief Engineering and Operating Officer | 215.00 | 91.00 | 349.00 | — | — | 84.00 | 739.00 | 47.23% | ↗ |
| 18 | 2019 | Stephen Cotton, President and Chief Executive Officer | 450.00 | 315.00 | 317.00 | 2.1K | — | 104.00 | 3.3K | 73.55% | ↗ |
| 19 | 2019 | Judd Merrill, Chief Financial Officer | 291.00 | 162.00 | 26.00 | 525.00 | — | 35.00 | 1.0K | 53.03% | ↗ |
| 20 | 2018 | Stephen Cotton President and Chief Executive Officer; Former Chief Commercial Officer | 260.00 | 205.00 | — | 1.5K | — | — | 1.9K | 76.13% | ↗ |
| 21 | 2018 | Stephen Cotton, President and Chief Executive Officer | 260.00 | 205.00 | — | 1.5K | — | — | 1.9K | 76.13% | ↗ |
| 22 | 2018 | Francis Knuettel II Former Chief Financial Officer | 104.00 | — | 339.00 | — | — | — | 443.00 | 76.52% | ↗ |
| 23 | 2018 | Selwyn Mould Former Chief Operating Officer | 391.00 | — | — | — | — | 38.00 | 428.00 | 0.00% | ↗ |
| 24 | 2018 | Stephen Clarke Former CEO and and Chair of Board of Directors | 106.00 | — | — | — | — | 294.00 | 400.00 | 0.00% | ↗ |
| 25 | 2018 | Judd Merrill, Chief Financial Officer | 35.00 | 50.00 | — | 125.00 | — | — | 210.00 | 59.52% | ↗ |
| 26 | 2018 | Judd Merrill Chief Financial Officer Former officers | 35.00 | 50.00 | — | 125.00 | — | — | 210.00 | 59.52% | ↗ |
| 27 | 2017 | Stephen Clarke Former CEO and and Chair of Board of Directors | 410.00 | — | — | — | — | — | 410.00 | 0.00% | ↗ |
| 28 | 2017 | Selwyn Mould Former Chief Operating Officer | 400.00 | — | — | — | — | — | 400.00 | 0.00% | ↗ |
| 29 | 2017 | Stephen Cotton President and Chief Executive Officer; Former Chief Commercial Officer | 202.00 | — | — | — | — | — | 202.00 | 0.00% | ↗ |
| 30 | 2016 | Stephen Clarke Chief Executive Officer and Chair of Board of Directors | 338.00 | 205.00 | — | — | — | — | 549.00 | 0.00% | ↗ |
| 31 | 2016 | Selwyn Mould Chief Operating Officer | 325.00 | 200.00 | — | — | — | — | 525.00 | 0.00% | ↗ |
| 32 | 2016 | Thomas Murphy Chief Financial Officer and Director | 309.00 | 190.00 | — | — | — | — | 499.00 | 0.00% | ↗ |
| 33 | 2016 | Stephen Cotton Chief Commercial Officer | 309.00 | 190.00 | — | — | — | — | 499.00 | 0.00% | ↗ |
| 34 | 2015 | Stephen Cotton, CCO | 239.6K | 62.5K | — | 629.5K | — | — | 931.6K | 67.57% | ↗ |
| 35 | 2015 | Stephen Clarke, CEO | 280.0K | 70.0K | — | 70.0K | — | — | 420.0K | 16.67% | ↗ |
| 36 | 2015 | Thomas Murphy, CFO | 250.0K | 62.5K | — | 62.5K | — | — | 375.0K | 16.67% | ↗ |
| 37 | 2015 | Selwyn Mould, COO | 250.0K | 62.5K | — | 62.5K | — | — | 375.0K | 16.67% | ↗ |
| 38 | 2015 | Stephen Cotton Chief Commercial Officer | 240.00 | 63.00 | — | 630.00 | — | — | 933.00 | 67.52% | ↗ |
| 39 | 2015 | Stephen Clarke Chief Executive Officer and Chair of Board of Directors | 280.00 | 70.00 | — | 70.00 | — | — | 420.00 | 16.67% | ↗ |
| 40 | 2015 | Selwyn Mould Chief Operating Officer | 250.00 | 63.00 | — | 62.00 | — | — | 375.00 | 16.53% | ↗ |
| 41 | 2015 | Thomas Murphy Chief Financial Officer and Director | 250.00 | 63.00 | — | 62.00 | — | — | 375.00 | 16.53% | ↗ |
| 42 | 2014 | Stephen Clarke, CEO | 131.2K | — | — | — | — | — | 131.2K | 0.00% | ↗ |
| 43 | 2014 | Selwyn Mould, COO | 119.2K | — | — | — | — | — | 119.2K | 0.00% | ↗ |
| 44 | 2014 | Thomas Murphy, CFO | 106.7K | — | — | — | — | — | 106.7K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Stephen Cotton | Chief Executive Officer, President & Director | 1M | male |
| Benjamin S. Taecker | Chief Engineering & Operating Officer | 425.0K | male |
| David Regan | Director Marketing | — | male |
| Eric West | Chief Financial Officer | — | male |
No Senate trading activity found for this company.
No House trading activity found for this company.
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for AQMS
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
