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Aviat Networks, Inc. (AVNW)

USD20.96 -0.23 (-1.09%)
US NASDAQ Technology Communication Equipment
Address 200 Parker Drive 78728
Austin, TX, US
CEO Peter A. Smith
IPO 1987-05-19
CIK 1377789 ISIN US05366Y2019

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Description

Aviat Networks, Inc. operates globally, specializing in the provision of wireless transport solutions. The company furnishes an extensive portfolio of products complemented by localized professional and support services, all designed to empower customers in simplifying their network infrastructure and enhancing their operational ease. Its core offerings primarily feature advanced wireless transmission systems, tailored for both microwave and millimeter wave networking applications. Aviat Networks caters to a broad clientele, including major communications service providers and a variety of private network operators such as state and local government bodies, utility companies, federal government agencies, and defense organizations. The firm distributes its solutions through a dedicated direct sales, service, and support organization, augmented by indirect channels like dealers, resellers, and sales representatives, in addition to online platforms. Established in 2006, Aviat Networks, Inc. maintains its corporate headquarters in Austin, Texas.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Date Filing
STRATEX 2006-10-12 View
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
USD20.96 -0.23 (-1.09%)
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Volume Profile
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Liquidity & share structure
Average Volume
211.9K
Beta
0.70
Float Shares
11.45M
Free Float %
88.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.47% -8.81% -31.25% -38.66% -30.47% -28.39% -26.43% -49.35% -46.26% +292.56% -92.03%
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 (12 ratings, all time) Buy
Price Targets & DCF
Current price
20.96
Low 20.00 -4.6%
Consensus 29.67 +41.6%
Median 31.00 +47.9%
High 38.00 +81.3%
DCF (Unlevered) 1.73 -91.7%
DCF (Levered) 18.83 -10.2%

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 1 0
Buy 6 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 2
25.50
+21.7%
Last Quarter 2
25.50
+21.7%
Last Year 4
30.75
+46.7%
All Time 10
25.30
+20.7%
Quality scores
Altman Z-Score
0.33
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Communication Equipment: +9.8%
    +6.5% Q1'26: -11.2% (vs Q1'25)
  • EPS growth Communication Equipment: +36.4%
    -88.4% Q1'26: -159.3% (vs Q1'25)
  • FCF margin FCF growth · Communication Equipment: +59.0%
    -3.6% Q1'26: -5.4% (vs Q1'25)
  • EBIT margin Communication Equipment: +4.7%
    +2.2% Q1'26: -0.5% (vs Q1'25)
  • ROIC Communication Equipment: +3.7%
    +2.0% Q1'26: -0.5% (vs Q1'25)
  • Share dilution Communication Equipment: +0.0%
    +3.0% Q1'26: +0.6% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Communication Equipment: -1.04×
    5.14× Q1'26: 27.66× (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 (0.82) × ERP
WACC = 68% × Ke + 32% × Kd (6.7%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 1.72 Current price: 20.96
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 Jun 2008
actual
Jun 2010
actual
Jun 2011
actual
Jun 2012
actual
Jun 2013
actual
Jun 2014
actual
Jun 2015
actual
Jun 2016
actual
Jun 2020
actual
Jun 2021
actual
Jun 2022
actual
Jun 2023
actual
Jun 2024
actual
Jun 2025
actual
Jun 2026
6 Rev. Ana.
4 EPS Ana.
Jun 2027
6 Rev. Ana.
4 EPS Ana.
Jun 2028
2 Rev. Ana.
1 EPS Ana.
Jun 2029
1 Rev. Ana.
Jun 2030
1 Rev. Ana.
Revenue
718.40M
est: 994.44M (-27.8%)
478.90M
est: 647.97M (-26.1%)
452.10M
est: 243.50M (+85.7%)
444.00M
est: 443.29M (+0.2%)
471.30M
est: 288.20M (+63.5%)
346.50M
est: 514.31M (-32.6%)
335.90M
est: 337.20M (-0.4%)
268.69M
est: 318.60M (-15.7%)
238.64M
est: 240.12M (-0.6%)
302.96M
est: 268.33M (+12.9%)
302.96M
est: 300.43M (+0.8%)
344.43M
est: 357.26M (-3.6%)
408.08M
est: 407.14M (+0.2%)
434.61M
est: 434.09M (+0.1%)
433.62M
429.76M – 437.01M
-0.1% YoY
465.44M
454.40M – 475.52M
+7.3% YoY
500.14M
488.34M – 514.74M
+7.5% YoY
547.50M
534.58M – 563.48M
+9.5% YoY
588.50M
574.61M – 605.68M
+7.5% YoY
EBITDA
22.40M
est: -740.9K (+3,123.4%)
-93.30M
est: -46.16M (-102.1%)
-30.40M
est: -883.90M (+96.6%)
-5.50M
est: -59.03M (+90.7%)
9.80M
est: 1.14M (+755.9%)
-42.70M
est: -17.00M (-151.1%)
-18.00M
est: 27.13M (-166.4%)
-21.79M
est: 25.63M (-185.0%)
11.81M
est: 19.32M (-38.8%)
33.45M
est: 15.51M (+115.6%)
33.45M
est: 24.19M (+38.3%)
28.03M
est: 28.74M (-2.5%)
24.24M
est: 32.75M (-26.0%)
17.68M
est: 34.92M (-49.4%)
34.88M
34.57M – 35.16M
-0.1% YoY
37.44M
36.55M – 38.25M
+7.3% YoY
40.23M
39.28M – 41.41M
+7.5% YoY
44.04M
43.00M – 45.33M
+9.5% YoY
47.34M
46.23M – 48.72M
+7.5% YoY
EBIT
-11.30M
est: -44.18M (+74.4%)
-131.80M
est: -96.33M (-36.8%)
-42.50M
est: -1.25B (+96.6%)
-12.70M
est: -30.50M (+58.4%)
3.20M
est: 4.08M (-21.5%)
-50.16M
est: -21.18M (-136.8%)
-25.57M
est: 21.86M (-217.0%)
-28.44M
est: 20.65M (-237.7%)
7.43M
est: 15.56M (-52.3%)
28.98M
est: 12.09M (+139.8%)
28.98M
est: 19.83M (+46.2%)
21.85M
est: 23.16M (-5.7%)
19.24M
est: 26.39M (-27.1%)
9.63M
est: 28.14M (-65.8%)
28.11M
27.86M – 28.33M
-0.1% YoY
30.17M
29.45M – 30.82M
+7.3% YoY
32.42M
31.65M – 33.36M
+7.5% YoY
35.49M
34.65M – 36.52M
+9.5% YoY
38.14M
37.24M – 39.26M
+7.5% YoY
Net Income
-11.90M
est: -43.41M (+72.6%)
-130.20M
est: -91.36M (-42.5%)
-90.50M
est: -1.12B (+91.9%)
-24.10M
est: -90.61M (+73.4%)
-15.00M
est: -28.97M (+48.2%)
-51.10M
est: -25.98M (-96.7%)
-24.70M
est: -16.16M (-52.8%)
-29.91M
est: -10.00M (-198.9%)
257.0K
est: 6.73M (-96.2%)
21.16M
est: 9.87M (+114.4%)
21.16M
est: 98.37M (-78.5%)
10.17M
est: 16.68M (-39.0%)
10.76M
est: 42.31M (-74.6%)
1.34M
est: 14.61M (-90.8%)
20.39M
18.17M – 22.61M
+39.6% YoY
38.03M
31.89M – 44.18M
+86.5% YoY
37.97M
36.68M – 39.27M
-0.2% YoY
— – —
-100.0% YoY
— – —
SGA
141.40M
est: 134.57M (+5.1%)
141.00M
est: 171.25M (-17.7%)
104.00M
est: 48.59M (+114.0%)
98.90M
est: 108.93M (-9.2%)
95.50M
est: 232.79M (-59.0%)
88.80M
est: 90.74M (-2.1%)
76.00M
est: 67.28M (+13.0%)
65.90M
est: 63.57M (+3.7%)
57.99M
est: 47.91M (+21.0%)
57.66M
est: 36.22M (+59.2%)
57.66M
est: 48.54M (+18.8%)
69.84M
est: 71.29M (-2.0%)
85.04M
est: 81.24M (+4.7%)
89.48M
est: 86.61M (+3.3%)
86.52M
85.75M – 87.20M
-0.1% YoY
92.87M
90.67M – 94.88M
+7.3% YoY
99.80M
97.44M – 102.71M
+7.5% YoY
109.24M
106.67M – 112.43M
+9.5% YoY
117.43M
114.65M – 120.85M
+7.5% YoY
EPS
-1.22
est: 10.34 (-111.8%)
-13.15
est: -0.06 (-21,816.7%)
-9.27
est: -1.15 (-706.1%)
-2.45
est: -0.67 (-265.7%)
-1.50
est: 0.57 (-365.5%)
-4.98
est: -1.60 (-211.3%)
-2.38
est: -1.26 (-88.9%)
-2.85
est: -0.78 (-265.4%)
0.02
est: 0.53 (-95.5%)
9.98
est: 2.27 (+339.2%)
1.89
est: 2.74 (-31.1%)
0.90
est: 1.30 (-30.9%)
0.88
est: 3.27 (-73.1%)
0.11
est: 1.35 (-91.9%)
1.60
1.42 – 1.76
+18.2% YoY
2.77
2.49 – 3.44
+73.2% YoY
2.95
2.86 – 3.06
+6.4% YoY
— – —
-100.0% YoY
— – —
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-06 Citizens Market Outperform Market Outperform Maintain
2026-05-05 Lake Street Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 B+ 3/5 4/5 3/5 3/5 2/5 2/5 4/5
2026-05-11 B+ 3/5 4/5 3/5 3/5 2/5 2/5 4/5
2026-05-08 B+ 3/5 4/5 3/5 3/5 2/5 2/5 4/5
2026-05-07 B+ 3/5 4/5 3/5 3/5 2/5 2/5 4/5
2026-05-06 B+ 3/5 4/5 3/5 3/5 2/5 2/5 4/5
2026-05-05 B+ 3/5 4/5 3/5 3/5 2/5 2/5 4/5
2026-05-04 B+ 3/5 4/5 3/5 3/5 2/5 2/5 4/5
2026-05-01 B+ 3/5 3/5 3/5 3/5 2/5 3/5 5/5
2026-04-30 B+ 3/5 3/5 3/5 3/5 2/5 3/5 5/5
2026-04-29 B+ 3/5 3/5 3/5 3/5 2/5 3/5 5/5
2026-04-28 B+ 3/5 3/5 3/5 3/5 2/5 3/5 5/5
2026-04-27 B 3/5 3/5 2/5 3/5 2/5 3/5 4/5
2026-04-24 B 3/5 3/5 2/5 3/5 2/5 3/5 4/5
2026-04-23 B 3/5 3/5 2/5 3/5 2/5 3/5 4/5
2026-04-22 B 3/5 3/5 2/5 3/5 2/5 3/5 4/5
2026-04-21 B 3/5 3/5 2/5 3/5 2/5 3/5 4/5
2026-04-20 B 3/5 3/5 2/5 3/5 2/5 3/5 4/5
2026-04-17 B 3/5 3/5 2/5 3/5 2/5 3/5 4/5
2026-04-16 B 3/5 3/5 2/5 3/5 2/5 3/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
11.91M
OE per share TTM
0.91
Owner's Yield
6.02%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
4.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
29
Total invested
13.10M
Insider transactions (90d)
0
Beneficial owners (>5%)
27
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 SPH GROUP HOLDINGS LLC 8.04M 12.90% 8.04M 10.00 OO DELAWARE 2015-01-13
2 SPH GROUP LLC 8.04M 12.90% 8.04M 10.00 OO DELAWARE 2015-01-13
3 STEEL EXCEL INC. 8.04M 12.90% 8.04M 10.00 CO DELAWARE 2015-01-13
4 STEEL PARTNERS HOLDINGS GP INC. 8.04M 12.90% 8.04M 10.00 CO DELAWARE 2015-01-13
5 STEEL PARTNERS HOLDINGS L.P. 8.04M 12.90% 8.04M 10.00 PN DELAWARE 2015-01-13
6 Pages 5.18M 8.29% 5.18M IA PENNSYLVANIA 2016-02-12
7 22-2796848 3.67M 6.05% 3.67M 3.67M IA DELAWARE 2013-02-15
8 Aviat Networks, Inc. 3.35M 4.00% 3.35M 10.00 CO : 2022-08-23
9 Julian D. Singer 3.18M 5.00% 3.18M 3.18M IN United States 2016-03-28
10 (. 2.97M 4.75% 2.93M 2.97M IA Delaware 2016-02-09
11 14-1770168 884.1K 7.54% 884.1K 884.1K IA New York 2024-02-12
12 (1) BlackRock, Inc. 775.9K 6.60% 761.1K 775.9K HC Delaware 2024-01-29
13 NEC Corporation 736.8K 5.90% 736.8K 736.8K 10.00 CO Japan 2023-12-06
14 David S. Oros 600.0K 1.00% 600.0K 6.00M IN United States 2016-03-28
15 Collin McBirney 590.1K 5.20% 590.1K 590.1K HC, IN California 2022-02-14
16 Topline Capital Management, LLC 590.1K 5.20% 590.1K 590.1K IA California 2022-02-14
17 Topline Capital Partners, LP 590.1K 5.20% 590.1K 590.1K PN California 2022-02-14
18 52-2343049 428.4K 3.83% 428.4K 428.4K IA New York 2022-01-31
19 Page 1 of 5 273.4K 5.00% 15.0K 258.4K 15.0K 258.4K IN United States of America 2019-01-22
20 of 5 Pages 267.0K 5.02% 267.0K 267.0K IA PENNSYLVANIA 2018-02-13
21 13-3127734 247.7K 4.54% 247.7K 247.7K HC Delaware 2021-02-10
22 26-0385758 247.7K 4.54% 247.7K 247.7K IA Delaware 2021-02-10
23 Schneider Capital Management Corporation 236.7K 4.37% 236.7K 236.7K IA PENNSYLVANIA 2020-01-16
24 John H. Burke 207.5K 0.30% 207.5K 207.5K IN United States 2016-03-28
25 43-1225960 130.9K 2.40% 130.9K 130.9K IA Missouri Corporation 2021-02-16
26 Craig Weinstock 0.00% IN : 2022-08-23
27 Weinstock Legacy, LLC 0.00% 10.00 OO : 2022-08-23

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
29
-105 vs prev Q
New positions
4
Closed positions
107
Increased
7
Reduced
9
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
1 144.9K +144.9K (+100.0%) 3.10B +3.1B (+100.0%) 1.13% +1.127 pp 2.93% +2.926 pp USD21.38 +0.0% 1 qtrs NEW
2 POTOMAC CAPITAL MANAGEMENT, INC. 2.0K +2.0K (+100.0%) 42.76M +42.8M (+100.0%) 0.02% +0.016 pp 0.03% +0.034 pp USD21.38 +0.0% 1 qtrs NEW
3 BLACKROCK, INC. 770.4K -5.3K (-0.7%) 16.47M -1.3M (-7.4%) 5.99% -0.111 pp 0.00% +0.000 pp USD21.63 -1.2% 6 qtrs
4 VANGUARD GROUP INC 700.1K -117.0 (0.0%) 14.97M -1.1M (-6.8%) 5.45% -0.064 pp 0.00% +0.000 pp USD17.25 +23.9% 39 qtrs
5 TIETON CAPITAL MANAGEMENT, LLC 661.5K -1.5K (-0.2%) 14.14M -1.1M (-7.0%) 5.15% -0.071 pp 4.84% -0.440 pp USD18.61 +14.9% 6 qtrs
6 ROYCE & ASSOCIATES LP 648.2K +51.0K (+8.5%) 13.86M +164.7K (+1.2%) 5.04% +0.343 pp 0.14% +0.004 pp USD20.92 +2.2% 39 qtrs
7 FIRST WILSHIRE SECURITIES MANAGEMENT INC 524.2K -649.0 (-0.1%) 11.21M -827.4K (-6.9%) 4.08% -0.052 pp 2.82% -0.383 pp USD19.23 +11.2% 5 qtrs
8 WESTERN STANDARD LLC 494.2K +226.3K (+84.5%) 10.57M +4.4M (+72.0%) 3.84% +1.736 pp 4.87% +3.052 pp USD20.87 +2.4% 4 qtrs
9 KENNEDY CAPITAL MANAGEMENT LLC 428.4K -17.6K (-3.9%) 9.16M -1.1M (-10.4%) 3.33% -0.177 pp 0.19% -0.032 pp USD19.65 +8.8% 5 qtrs
10 DIMENSIONAL FUND ADVISORS LP 407.1K -22.4K (-5.2%) 8.70M -1.1M (-11.6%) 3.17% -0.213 pp 0.00% 0.000 pp USD11.07 +93.1% 39 qtrs
11 PACIFIC RIDGE CAPITAL PARTNERS, LLC 371.3K +60.0K (+19.3%) 7.94M +800.4K (+11.2%) 2.89% +0.439 pp 1.74% +0.174 pp USD21.24 +0.7% 4 qtrs
12 FIRST EAGLE INVESTMENT MANAGEMENT, LLC 368.2K -12.2K (-3.2%) 7.87M -850.4K (-9.8%) 2.86% -0.129 pp 0.01% -0.002 pp USD19.26 +11.0% 16 qtrs
13 GEODE CAPITAL MANAGEMENT, LLC 282.5K -1.8K (-0.6%) 6.04M -478.2K (-7.3%) 2.20% -0.039 pp 0.00% +0.000 pp USD26.02 -17.8% 39 qtrs
14 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 282.3K -3.6K (-1.2%) 6.04M -519.2K (-7.9%) 2.20% -0.053 pp 0.02% -0.002 pp USD26.63 -19.7% 8 qtrs
15 STATE STREET CORP 246.9K +1.7K (+0.7%) 5.28M -342.7K (-6.1%) 1.92% -0.009 pp 0.00% +0.000 pp USD31.62 -32.4% 20 qtrs
16 HODGES CAPITAL MANAGEMENT INC. 234.7K -94.9K (-28.8%) 5.02M -2.5M (-33.6%) 1.83% -0.768 pp 0.43% -0.215 pp USD26.64 -19.7% 13 qtrs
17 MARSHALL WACE, LLP 226.6K +132.3K (+140.2%) 4.84M +2.7M (+124.0%) 1.76% +1.020 pp 0.00% +0.002 pp USD20.96 +2.0% 6 qtrs
18 AMERICAN CENTURY COMPANIES INC 201.9K -2.0K (-1.0%) 4.32M -358.6K (-7.7%) 1.57% -0.034 pp 0.00% 0.000 pp USD23.61 -9.4% 11 qtrs
19 SEI INVESTMENTS CO 194.6K +184.8K (+1,897.6%) 4.16M +3.9M (+1,762.5%) 1.51% +1.437 pp 0.00% +0.004 pp USD21.46 -0.4% 2 qtrs
20 FRANKLIN RESOURCES INC 187.7K +389.0 (+0.2%) 4.01M -282.1K (-6.6%) 1.46% -0.014 pp 0.00% 0.000 pp USD32.66 -34.5% 8 qtrs
21 AWM INVESTMENT COMPANY, INC. 165.7K +26.9K (+19.4%) 3.54M +360.3K (+11.3%) 1.29% +0.197 pp 0.34% +0.044 pp USD29.81 -28.3% 11 qtrs
22 HERALD INVESTMENT MANAGEMENT LTD 155.0K +— (+0.0%) 3.31M -240.3K (-6.8%) 1.21% -0.014 pp 0.43% -0.041 pp USD22.93 -6.8% 2 qtrs
23 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 145.7K -2.8K (-1.9%) 3.11M -290.5K (-8.5%) 1.13% -0.035 pp 0.01% -0.003 pp USD20.38 +4.9% 6 qtrs
24 D. E. SHAW & CO., INC. 129.2K +23.5K (+22.3%) 2.76M +339.5K (+14.0%) 1.00% +0.174 pp 0.00% +0.000 pp USD20.55 +4.0% 5 qtrs
25 LSV ASSET MANAGEMENT 123.9K +— (+0.0%) 2.65M -192.0K (-6.8%) 0.96% -0.011 pp 0.01% -0.001 pp USD30.91 -30.8% 22 qtrs
26 MORGAN STANLEY 111.6K +530.0 (+0.5%) 2.39M -160.8K (-6.3%) 0.87% -0.006 pp 0.00% +0.000 pp USD27.58 -22.5% 37 qtrs
27 ARISTIDES CAPITAL LLC 104.7K +4.5K (+4.5%) 2.24M -58.1K (-2.5%) 0.81% +0.026 pp 0.40% +0.065 pp USD30.76 -30.5% 13 qtrs
28 NORTHERN TRUST CORP 87.9K -6.3K (-6.7%) 1.88M -280.9K (-13.0%) 0.68% -0.058 pp 0.00% +0.000 pp USD26.63 -19.7% 39 qtrs
29 JACOBS LEVY EQUITY MANAGEMENT, INC 83.8K -67.0K (-44.4%) 1.79M -1.7M (-48.2%) 0.65% -0.535 pp 0.01% -0.007 pp USD19.17 +11.5% 4 qtrs
30 AQR CAPITAL MANAGEMENT LLC 81.6K +34.5K (+73.1%) 1.75M +664.1K (+61.4%) 0.63% +0.264 pp 0.00% +0.000 pp USD23.05 -7.2% 18 qtrs
31 AMERIPRISE FINANCIAL INC 73.4K -13.1K (-15.2%) 1.57M -415.2K (-20.9%) 0.57% -0.110 pp 0.00% 0.000 pp USD22.61 -5.4% 14 qtrs
32 RENAISSANCE TECHNOLOGIES LLC 73.2K -119.4K (-62.0%) 1.56M -2.9M (-64.6%) 0.57% -0.946 pp 0.00% -0.003 pp USD15.16 +41.0% 39 qtrs
33 BOOTHBAY FUND MANAGEMENT, LLC 53.8K -3.1K (-5.4%) 1.15M -154.3K (-11.8%) 0.42% -0.029 pp 0.02% -0.002 pp USD31.48 -32.1% 12 qtrs
34 CITADEL ADVISORS LLC 52.6K -2.1K (-3.8%) 1.12M -129.7K (-10.3%) 0.41% -0.021 pp 0.00% +0.000 pp USD23.52 -9.1% 19 qtrs
35 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 49.5K -23.0K (-31.7%) 1.06M -604.1K (-36.3%) 0.39% -0.185 pp 0.06% -0.035 pp USD29.33 -27.1% 23 qtrs
36 TECTONIC ADVISORS LLC 48.1K +1.8K (+3.9%) 1.03M -32.9K (-3.1%) 0.37% +0.010 pp 0.05% -0.004 pp USD29.71 -28.0% 13 qtrs
37 UBS GROUP AG 47.9K -8.0K (-14.4%) 1.02M -258.7K (-20.2%) 0.37% -0.068 pp 0.00% +0.000 pp USD21.92 -2.5% 38 qtrs
38 ANCORA ADVISORS, LLC 47.6K -56.4K (-54.2%) 1.02M -1.4M (-57.3%) 0.37% -0.448 pp 0.02% -0.027 pp USD22.43 -4.7% 39 qtrs
39 BANK OF NEW YORK MELLON CORP 47.5K +7.9K (+19.9%) 1.02M +107.5K (+11.8%) 0.37% +0.058 pp 0.00% +0.000 pp USD25.02 -14.5% 21 qtrs
40 PARADIGM CAPITAL MANAGEMENT INC/NY 47.1K +— (+0.0%) 1.01M -73.0K (-6.8%) 0.37% -0.004 pp 0.04% -0.004 pp USD31.72 -32.6% 21 qtrs
41 SQUAREPOINT OPS LLC 45.0K +30.6K (+211.1%) 962.8K +630.9K (+190.1%) 0.35% +0.236 pp 0.00% +0.001 pp USD21.88 -2.3% 15 qtrs
42 RUSSELL INVESTMENTS GROUP, LTD. 43.5K -4.0K (-8.5%) 929.0K -159.6K (-14.7%) 0.34% -0.036 pp 0.00% 0.000 pp USD22.51 -5.0% 7 qtrs
43 GOLDMAN SACHS GROUP INC 43.2K -17.1K (-28.4%) 924.2K -460.1K (-33.2%) 0.34% -0.139 pp 0.00% 0.000 pp USD22.84 -6.4% 20 qtrs
44 BRIDGEWAY CAPITAL MANAGEMENT, LLC 42.3K +6.2K (+17.2%) 904.4K +76.6K (+9.3%) 0.33% +0.045 pp 0.02% +0.001 pp USD20.22 +5.7% 5 qtrs
45 MANATUCK HILL PARTNERS, LLC 40.8K -49.5K (-54.8%) 872.3K -1.2M (-57.9%) 0.32% -0.393 pp 0.31% -0.380 pp USD21.58 -0.9% 4 qtrs
46 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 33.6K +28.0 (+0.1%) 718.3K -51.4K (-6.7%) 0.26% -0.003 pp 0.00% +0.000 pp USD31.29 -31.7% 19 qtrs
47 FISHER ASSET MANAGEMENT, LLC 31.7K +31.7K (+100.0%) 678.2K +678.2K (+100.0%) 0.25% +0.247 pp 0.00% +0.000 pp USD21.38 +0.0% 1 qtrs NEW
48 INVESCO LTD. 28.7K +4.2K (+17.1%) 613.4K +51.5K (+9.2%) 0.22% +0.030 pp 0.00% +0.000 pp USD28.61 -25.3% 20 qtrs
49 PERRITT CAPITAL MANAGEMENT INC 26.4K -500.0 (-1.9%) 563.4K -52.3K (-8.5%) 0.21% -0.006 pp 0.94% +0.650 pp USD26.14 -18.2% 13 qtrs
50 SENTINUS, LLC 26.4K +26.4K (+100.0%) 563.4K +563.4K (+100.0%) 0.21% +0.205 pp 0.05% +0.054 pp USD21.38 +0.0% 1 qtrs NEW
51 ACADIAN ASSET MANAGEMENT LLC 25.6K +25.6K (+100.0%) 548.0K +548.0K (+100.0%) 0.20% +0.200 pp 0.00% +0.001 pp USD21.38 +0.0% 1 qtrs NEW
52 NUVEEN, LLC 22.8K +— (+0.0%) 487.8K -35.4K (-6.8%) 0.18% -0.002 pp 0.00% +0.000 pp USD19.17 +11.5% 4 qtrs
53 VICTORY CAPITAL MANAGEMENT INC 22.0K +22.0K (+100.0%) 471.3K +471.3K (+100.0%) 0.17% +0.172 pp 0.00% +0.000 pp USD21.38 +0.0% 15 qtrs
54 JANE STREET GROUP, LLC 21.1K -61.1K (-74.3%) 451.1K -1.4M (-76.1%) 0.16% -0.483 pp 0.00% 0.000 pp USD22.93 -6.8% 10 qtrs
55 BANK OF AMERICA CORP /DE/ 20.2K -13.6K (-40.3%) 431.2K -343.6K (-44.3%) 0.16% -0.109 pp 0.00% +0.000 pp USD22.94 -6.8% 23 qtrs
56 CM MANAGEMENT, LLC 20.0K +— (+0.0%) 427.6K -31.0K (-6.8%) 0.16% -0.002 pp 0.36% -0.022 pp USD24.05 -11.1% 3 qtrs
57 HERITAGE INVESTORS MANAGEMENT CORP 18.6K +— (+0.0%) 399.0K -29.0K (-6.8%) 0.15% -0.002 pp 0.01% -0.001 pp USD11.53 +85.4% 22 qtrs
58 KIRR MARBACH & CO LLC /IN/ 18.6K +— (+0.0%) 397.7K -28.8K (-6.8%) 0.14% -0.002 pp 0.08% -0.001 pp USD27.32 -21.7% 10 qtrs
59 BARCLAYS PLC 18.1K +2.2K (+13.5%) 386.5K +42.0K (+12.2%) 0.14% +0.015 pp 0.00% +0.000 pp USD23.62 -9.5% 21 qtrs
60 PANAGORA ASSET MANAGEMENT INC 18.0K -101.0 (-0.6%) 384.1K -30.2K (-7.3%) 0.14% -0.002 pp 0.00% 0.000 pp USD20.36 +5.0% 6 qtrs
61 JPMORGAN CHASE & CO 17.9K +3.0K (+20.1%) 382.3K +41.0K (+12.0%) 0.14% +0.022 pp 0.00% +0.000 pp USD32.01 -33.2% 39 qtrs
62 SUSQUEHANNA INTERNATIONAL GROUP, LLP 16.7K -30.4K (-64.5%) 357.0K -723.0K (-66.9%) 0.13% -0.241 pp 0.00% 0.000 pp USD22.93 -6.8% 2 qtrs
63 QUANTINNO CAPITAL MANAGEMENT LP 15.7K +3.6K (+30.4%) 335.0K +59.4K (+21.5%) 0.12% +0.027 pp 0.00% 0.000 pp USD23.21 -7.9% 3 qtrs
64 STATE OF WISCONSIN INVESTMENT BOARD 15.6K +15.6K (+100.0%) 333.2K +333.2K (+100.0%) 0.12% +0.121 pp 0.00% +0.001 pp USD21.38 +0.0% 1 qtrs NEW
65 ALLIANCEBERNSTEIN L.P. 15.6K -8.0 (-0.1%) 332.8K -24.3K (-6.8%) 0.12% -0.002 pp 0.00% +0.000 pp USD23.96 -10.8% 10 qtrs
66 RHUMBLINE ADVISERS 15.5K -1.8K (-10.5%) 331.7K -66.0K (-16.6%) 0.12% -0.016 pp 0.00% 0.000 pp USD30.84 -30.7% 19 qtrs
67 WELLS FARGO & COMPANY/MN 14.6K +4.1K (+39.3%) 311.1K +71.5K (+29.9%) 0.11% +0.031 pp 0.00% +0.000 pp USD26.27 -18.6% 39 qtrs
68 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 14.4K -3.9K (-21.3%) 308.4K -111.8K (-26.6%) 0.11% -0.032 pp 0.00% 0.000 pp USD19.17 +11.5% 6 qtrs
69 COVESTOR LTD 14.2K +14.2K (+100.0%) 304.0K +304.0K (+100.0%) 0.11% +0.111 pp 0.16% +0.159 pp USD21.38 +0.0% 1 qtrs NEW
70 NBC SECURITIES, INC. 13.0K -411.0 (-3.1%) 277.9K -29.6K (-9.6%) 0.10% -0.004 pp 0.02% -0.003 pp USD19.19 +11.4% 6 qtrs
71 WINTON GROUP LTD 10.3K +10.3K (+100.0%) 219.9K +219.9K (+100.0%) 0.08% +0.080 pp 0.01% +0.008 pp USD21.38 +0.0% 1 qtrs NEW
72 FMR LLC 10.0K +8.7K (+684.7%) 213.4K +184.2K (+631.5%) 0.08% +0.068 pp 0.00% +0.000 pp USD21.64 -1.2% 19 qtrs
73 VERITION FUND MANAGEMENT LLC 9.7K +9.7K (+100.0%) 207.4K +207.4K (+100.0%) 0.08% +0.076 pp 0.00% +0.001 pp USD21.38 +0.0% 1 qtrs NEW
74 GRAHAM CAPITAL MANAGEMENT, L.P. 9.7K +9.7K (+100.0%) 206.6K +206.6K (+100.0%) 0.08% +0.075 pp 0.00% +0.005 pp USD21.38 +0.0% 1 qtrs NEW
75 ADVISOR GROUP HOLDINGS, INC. 8.3K -1.4K (-14.8%) 177.6K -46.3K (-20.7%) 0.06% -0.012 pp 0.00% 0.000 pp USD22.21 -3.7% 22 qtrs
76 DEUTSCHE BANK AG\ 7.3K +7.3K (+100.0%) 155.1K +155.1K (+100.0%) 0.06% +0.056 pp 0.00% +0.000 pp USD21.38 +0.0% 3 qtrs
77 LOS ANGELES CAPITAL MANAGEMENT LLC 5.4K -4.7K (-46.1%) 141.5K -89.7K (-38.8%) 0.04% -0.037 pp 0.00% 0.000 pp USD22.93 -6.8% 2 qtrs
78 METLIFE INVESTMENT MANAGEMENT, LLC 6.0K +— (+0.0%) 128.4K -9.3K (-6.8%) 0.05% -0.001 pp 0.00% +0.000 pp USD29.96 -28.6% 19 qtrs
79 BNP PARIBAS ARBITRAGE, SNC 5.7K +3.4K (+148.0%) 120.9K +68.6K (+131.2%) 0.04% +0.026 pp 0.00% +0.000 pp USD22.12 -3.3% 19 qtrs
80 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 5.4K -61.0 (-1.1%) 114.8K -9.7K (-7.8%) 0.04% -0.001 pp 0.00% +0.000 pp USD26.85 -20.4% 7 qtrs
81 QUEST PARTNERS LLC 4.7K +873.0 (+22.9%) 100.1K +12.8K (+14.6%) 0.04% +0.006 pp 0.01% 0.000 pp USD20.32 +5.2% 5 qtrs
82 NEW YORK STATE COMMON RETIREMENT FUND 4.3K -1.2K (-21.8%) 91.8K -34.2K (-27.1%) 0.03% -0.010 pp 0.00% +0.000 pp USD32.83 -34.9% 19 qtrs
83 KESTRA ADVISORY SERVICES, LLC 3.2K +3.2K (+100.0%) 69.4K +69.4K (+100.0%) 0.03% +0.025 pp 0.00% +0.000 pp USD21.38 +0.0% 1 qtrs NEW
84 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 2.9K +— (+0.0%) 61.4K -4.5K (-6.8%) 0.02% 0.000 pp 0.00% +0.000 pp USD19.09 +12.0% 5 qtrs
85 COMERICA BANK 2.7K +— (+0.0%) 58.2K -4.2K (-6.8%) 0.02% 0.000 pp 0.00% +0.000 pp USD22.48 -4.9% 7 qtrs
86 QUENT CAPITAL, LLC 2.5K +2.5K (+100.0%) 53.5K +53.5K (+100.0%) 0.02% +0.019 pp 0.00% +0.004 pp USD21.38 +0.0% 1 qtrs NEW
87 TRUVESTMENTS CAPITAL LLC 1.6K +— (+0.0%) 34.4K -2.5K (-6.8%) 0.01% 0.000 pp 0.01% 0.000 pp USD31.87 -32.9% 13 qtrs
88 GAMMA INVESTING LLC 1.2K -371.0 (-24.0%) 25.1K -10.3K (-29.2%) 0.01% -0.003 pp 0.00% -0.001 pp USD18.96 +12.8% 7 qtrs
89 AMERITAS INVESTMENT PARTNERS, INC. 1.1K +— (+0.0%) 23.3K -1.7K (-6.8%) 0.01% 0.000 pp 0.00% 0.000 pp USD32.29 -33.8% 19 qtrs
90 LEGAL & GENERAL GROUP PLC 1.1K +— (+0.0%) 23.3K -1.7K (-6.8%) 0.01% 0.000 pp 0.00% +0.000 pp USD29.26 -26.9% 19 qtrs
91 TOWER RESEARCH CAPITAL LLC (TRC) 1.0K -75.0 (-6.9%) 21.6K -3.3K (-13.2%) 0.01% -0.001 pp 0.00% 0.000 pp USD20.84 +2.6% 21 qtrs
92 ROYAL BANK OF CANADA 998.00 -28.3K (-96.6%) 21.0K -650.0K (-96.9%) 0.01% -0.223 pp 0.00% 0.000 pp USD22.24 -3.9% 39 qtrs
93 KEMNAY ADVISORY SERVICES INC. 959.00 +959.0 (+100.0%) 20.5K +20.5K (+100.0%) 0.01% +0.008 pp 0.00% +0.003 pp USD21.38 +0.0% 1 qtrs NEW
94 CWM, LLC 875.00 +211.0 (+31.8%) 19.0K +4.0K (+26.7%) 0.01% +0.002 pp 0.00% +0.000 pp USD21.03 +1.7% 17 qtrs
95 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 712.00 -10.0 (-1.4%) 15.2K -1.3K (-8.0%) 0.01% 0.000 pp 0.00% +0.000 pp USD32.61 -34.4% 19 qtrs
96 STERLING CAPITAL MANAGEMENT LLC 667.00 -132.0 (-16.5%) 14.3K -4.1K (-22.2%) 0.01% -0.001 pp 0.00% +0.000 pp USD21.97 -2.7% 6 qtrs
97 CITIGROUP INC 657.00 +353.0 (+116.1%) 14.0K +7.1K (+101.5%) 0.01% +0.003 pp 0.00% +0.000 pp USD23.26 -8.1% 36 qtrs
98 VERSANT CAPITAL MANAGEMENT, INC 582.00 +128.0 (+28.2%) 12.4K +2.0K (+19.5%) 0.00% +0.001 pp 0.00% +0.000 pp USD23.46 -8.9% 3 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 74 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Invesco NASDAQ Future Gen 200 ETF QQQS 0.61% 133.6K 0.20%
2 VictoryShares Small Cap Free Cash Flow ETF SFLO 0.11% 678.2K 0.56%
3 State Street SPDR US Small Cap Low Volatility Index ETF SMLV 0.09% 239.9K 0.12%
4 JPMorgan Diversified Return U.S. Small Cap Equity ETF JPSE 0.09% 528.4K 0.29%
5 Vanguard U.S. Value Factor ETF VFVA 0.09% 727.0K 0.13%
6 iShares Micro-Cap ETF IWC 0.06% 862.3K 0.60%
7 Vanguard Global Value Factor ETF VVL.TO 0.05% 308.0K 0.38%
8 Vanguard Global Value Equity Active ETF VVLU.AX 0.05% 400.3K 0.28%
9 Vanguard U.S. Multifactor ETF VFMF 0.03% 205.6K 0.18%
10 Franklin U.S. Small Cap Multifactor Index ETF FLQS 0.03% 15.5K 0.35%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.50
Neutral
Ratio by volume
0.58
Neutral
Buys
2
Sells
4
Shares acquired
33.3K
Shares disposed
57.3K
Cash buys
Cash sales
2.00
Net activity
-24,000
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
2026-02-09 SMITH PETE A Officer M-Exempt A Common Stock 26,386 11.00 290.2K 375,833 D
2026-02-06 Croke Gary Officer M-Exempt A Common Stock 6,914 7.23 50.0K 50,782 D
2025-12-03 Schmidt Andrew C Officer A-Award A No Securities Owned 15,647 0.00 15,647 D
2025-11-11 TATEN BRUCE M. Director S-Sale D Common Stock 3,268 23.39 76.4K 20,391 D
2025-11-11 SMITH PETE A Officer S-Sale D Common Stock 5,350 23.39 125.1K 349,447 D
2025-11-07 TATEN BRUCE M. Director A-Award A Common Stock 5,480 0.00 23,659 D
2025-11-07 MUTCH JOHN Director A-Award A Common Stock 5,480 0.00 95,618 D
2025-11-07 Klein Michele Director A-Award A Common Stock 5,480 0.00 28,041 D
2025-11-07 Ingram Bryan Director A-Award A Common Stock 5,480 0.00 25,162 D
2025-11-07 Halliday Scott K Director A-Award A Common Stock 5,480 0.00 8,630 D
2025-11-07 Akkaraju Laxmi Director A-Award A Common Stock 5,480 0.00 18,765 D
2025-10-10 SMITH PETE A Officer F-InKind D Common Stock 8,990 21.04 189.1K 354,797 D
2025-10-10 Fredrickson Andrew Michael Officer F-InKind D Common Stock 214 21.04 4.5K 9,549 D
2025-10-10 Croke Gary Officer F-InKind D Common Stock 786 21.04 16.5K 43,868 D
2025-10-10 Boase Erin Officer F-InKind D Common Stock 847 21.04 17.8K 25,796 D
2025-09-26 Fredrickson Andrew Michael Officer A-Award A Common Stock 2,662 0.00 9,763 D
2025-09-25 Fredrickson Andrew Michael Officer Common Stock 0 0.00 5,160 D
2025-09-12 SMITH PETE A Officer A-Award A Common Stock 70,316 0.00 363,787 D
2025-09-12 Boase Erin Officer A-Award A Common Stock 5,437 0.00 26,643 D
2025-09-09 SMITH PETE A Officer F-InKind D Common Stock 78 23.25 1.8K 293,471 D
2025-09-02 Croke Gary Officer M-Exempt A Common Stock 6,742 8.90 60.0K 51,901 D
2025-09-01 SMITH PETE A Officer F-InKind D Common Stock 13,834 22.96 317.6K 293,549 D
2025-09-01 Croke Gary Officer F-InKind D Common Stock 504 22.96 11.6K 44,654 D
2025-09-01 Boase Erin Officer F-InKind D Common Stock 694 22.96 15.9K 21,206 D
2025-08-28 SMITH PETE A Officer F-InKind D Common Stock 4,052 23.25 94.2K 307,383 D
2025-08-28 Croke Gary Officer F-InKind D Common Stock 181 23.25 4.2K 45,159 D
2025-08-28 Boase Erin Officer F-InKind D Common Stock 389 23.25 9.0K 21,901 D
2025-07-07 Croke Gary Officer A-Award A Common Stock 16,447 0.00 45,340 D
2025-07-03 Boase Erin Officer S-Sale D Common Stock 5,634 25.00 140.9K 22,290 D
2025-07-01 Boase Erin Officer S-Sale D Common Stock 200 25.00 5.0K 27,924 D
2025-06-24 Boase Erin Officer M-Exempt D Non-Qualified Stock Option (right to buy) 4,767 11.00 52.4K 0 D
2025-06-09 Boase Erin Officer M-Exempt A Common Stock 1,169 11.00 12.9K 29,293 D
2025-06-05 Connaway Michael Officer F-InKind D Common Stock 2,638 21.70 57.2K 55,255 D
2025-01-31 Halliday Scott K Director A-Award A Common Stock 3,150 0.00 3,150 D
2024-12-03 SMITH PETE A Officer A-Award A Common Stock 12,896 0.00 311,435 D
2024-11-27 Akkaraju Laxmi Director P-Purchase A Common Stock 900 15.85 14.3K 13,285 D
2024-11-08 TATEN BRUCE M. Director A-Award A Common Stock 8,339 0.00 19,798 D
2024-11-08 SMITH PETE A Officer P-Purchase A Common Stock 3,000 14.13 42.4K 298,539 D
2024-11-08 MUTCH JOHN Director A-Award A Common Stock 8,339 0.00 90,138 D
2024-11-08 Klein Michele Director A-Award A Common Stock 8,339 0.00 21,161 D
2024-11-08 Ingram Bryan Director A-Award A Common Stock 8,339 0.00 19,682 D
2024-11-08 Connaway Michael Officer P-Purchase A Common Stock 3,500 14.13 49.5K 57,893 D
2024-11-08 Akkaraju Laxmi Director A-Award A Common Stock 8,339 0.00 12,385 D
2024-11-08 AOYAMA ASAKO Director A-Award A Common Stock 8,339 0.00 8,339 D
2024-11-06 AOYAMA ASAKO Director 0 0.00 0
2024-10-11 SMITH PETE A Officer A-Award A Common Stock 63,680 0.00 295,539 D
2024-10-11 Croke Gary Officer F-InKind D Common Stock 715 27.45 19.6K 22,305 D
2024-10-11 Connaway Michael Officer A-Award A Common Stock 21,904 0.00 54,393 D
2024-10-11 Boase Erin Officer F-InKind D Common Stock 392 27.45 10.8K 17,694 D
2024-08-30 SMITH PETE A Officer F-InKind D Common Stock 3,213 27.45 88.2K 231,859
2024-08-30 Croke Gary Officer F-InKind D Common Stock 293 27.45 8.0K 22,452
2024-08-30 Boase Erin Officer F-InKind D Common Stock 265 27.45 7.3K 17,616
2024-08-28 SMITH PETE A Officer F-InKind D Common Stock 3,837 27.18 104.3K 235,072
2024-08-28 Croke Gary Officer F-InKind D Common Stock 176 27.18 4.8K 22,745
2024-08-28 Boase Erin Officer F-InKind D Common Stock 389 27.18 10.6K 17,881
2024-08-09 SMITH PETE A Officer A-Award A Common Stock 10,020 27.47 275.2K 250,267
2024-07-03 SMITH PETE A Officer F-InKind D Common Stock 1,952 28.04 54.7K 240,247
2024-06-05 Connaway Michael Officer A-Award A Common Stock 32,489 0.00 32,489
2024-05-28 Connaway Michael Officer 0 0.00 0
2024-05-07 Klein Michele Director P-Purchase A Common Stock 150 32.01 4.8K 12,822
2024-05-06 SMITH PETE A Officer P-Purchase A Common Stock 1,000 30.70 30.7K 242,199
2023-12-31 SMITH PETE A Officer A-Award A Common Stock 42,000 0.00 257,726
2023-11-09 TATEN BRUCE M. Director A-Award A Common Stock 4,046 0.00 11,459
2023-11-09 MUTCH JOHN Director A-Award A Common Stock 4,046 0.00 81,799
2023-11-09 Klein Michele Director A-Award A Common Stock 4,046 0.00 12,672
2023-11-09 Ingram Bryan Director A-Award A Common Stock 4,046 0.00 11,343
2023-11-09 Akkaraju Laxmi Director A-Award A Common Stock 4,046 0.00 4,046
2023-11-06 Tucker Bryan Officer 0 0.00 0
2023-10-18 Gray David M Officer F-InKind D Common Stock 665 26.80 17.8K 12,135
2023-09-15 Boase Erin Officer F-InKind D Common Stock 946 32.60 30.8K 18,270
2023-09-07 Tucker Bryan Officer S-Sale D Common Stock 5,324 34.44 183.3K 37,678
2023-09-07 SMITH PETE A Officer S-Sale D Common Stock 13,099 34.44 451.1K 215,726
2023-09-07 Gray David M Officer S-Sale D Common Stock 206 34.44 7.1K 12,800
2023-09-07 Croke Gary Officer S-Sale D Common Stock 3,250 34.44 111.9K 22,921
2023-09-07 Boase Erin Officer S-Sale D Common Stock 1,771 34.44 61.0K 19,216
2023-09-01 Tucker Bryan Officer A-Award A Common Stock 6,380 0.00 43,002
2023-09-01 SMITH PETE A Officer A-Award A Common Stock 8,610 0.00 228,825
2023-09-01 Croke Gary Officer A-Award A Common Stock 2,622 0.00 26,171
2023-09-01 Boase Erin Officer A-Award A Common Stock 1,938 0.00 20,987
2023-08-28 Tucker Bryan Officer A-Award A Non-Qualified Stock Option (right to buy) 6,493 33.65 218.5K 6,493
2023-08-28 SMITH PETE A Officer A-Award A Non-Qualified Stock Option (right to buy) 68,471 33.65 2.30M 68,471
2023-08-28 Gray David M Officer A-Award A Non-Qualified Stock Option (right to buy) 4,300 33.65 144.7K 4,300
2023-08-28 Croke Gary Officer A-Award A Common Stock 1,513 0.00 23,549
2023-08-28 Boase Erin Officer A-Award A Common Stock 4,791 0.00 19,049
2023-07-03 SMITH PETE A Officer F-InKind D Common Stock 1,952 33.53 65.5K 190,966
2023-05-12 SMITH PETE A Officer P-Purchase A Common Stock 250 29.57 7.4K 192,918
2022-12-31 SMITH PETE A Officer A-Award A Common Stock 30,000 0.00 203,723
2022-11-10 TATEN BRUCE M. Director A-Award A Common Stock 4,078 0.00 7,413
2022-11-10 STOFFEL JAMES C Director A-Award A Common Stock 4,078 0.00 83,855
2022-11-10 MUTCH JOHN Director A-Award A Common Stock 4,078 0.00 77,753
2022-11-10 Klein Michele Director A-Award A Common Stock 4,078 0.00 8,626
2022-11-10 Ingram Bryan Director A-Award A Common Stock 4,078 0.00 7,297
2022-10-18 Gray David M Officer F-InKind D Common Stock 665 28.77 19.1K 11,169
2022-09-20 Croke Gary Officer Non-Qualified Stock Option (right to buy) 6,914 7.23 50.0K 0 D
2022-09-01 Tucker Bryan Officer A-Award A Common Stock 1,797 0.00 37,890
2022-09-01 SMITH PETE A Officer A-Award A Common Stock 24,494 0.00 149,229
2022-09-01 Gray David M Officer A-Award A Common Stock 1,883 0.00 11,334
2022-09-01 Croke Gary Officer A-Award A Non-Qualified Stock Option (right to buy) 2,361 0.00 2,361
2022-09-01 Boase Erin Officer A-Award A Non-Qualified Stock Option (right to buy) 4,791 0.00 4,791
2022-08-29 SMITH PETE A Officer P-Purchase A Common Stock 1,550 32.39 50.2K 124,735
2022-07-05 SMITH PETE A Officer S-Sale D Common Stock 2,001 24.52 49.1K 123,185
2022-03-17 TATEN BRUCE M. Director A-Award A Common Stock 1,335 0.00 3,335
2022-03-09 TATEN BRUCE M. Director D Common Stock 0 0.00 2,000
2022-02-24 SMITH PETE A Officer P-Purchase A Common Stock 2,000 25.85 51.7K 125,186
2022-01-28 Tucker Bryan Officer M-Exempt A Common Stock 808 7.80 6.3K 34,296
2022-01-03 Tucker Bryan Officer M-Exempt D Non-Qualified Stock Option (right to buy) 5,754 8.90 51.2K 0
2021-12-03 Gray David M Officer P-Purchase A Common Stock 1,000 29.43 29.4K 7,568
2021-11-29 SINGH SOMESH Director P-Purchase A Common Stock 2,000 30.79 61.6K 5,219
2021-11-15 Tucker Bryan Officer M-Exempt A Common Stock 5,755 8.90 51.2K 39,243
2021-11-12 Croke Gary Officer M-Exempt A Common Stock 832 7.44 6.2K 22,378
2021-11-11 STOFFEL JAMES C Director A-Award A Common Stock 3,219 0.00 79,777
2021-11-11 SINGH SOMESH Director A-Award A Common Stock 3,219 0.00 3,219
2021-11-11 MUTCH JOHN Director A-Award A Common Stock 3,219 0.00 73,675
2021-11-11 Klein Michele Director A-Award A Common Stock 3,219 0.00 4,548
2021-11-11 Ingram Bryan Director A-Award A Common Stock 3,219 0.00 3,219
2021-11-08 Tucker Bryan Officer M-Exempt D Non-Qualified Stock Option (right to buy) 5,755 8.90 51.2K 11,509
2021-10-18 Gray David M Officer A-Award A Common Stock 6,568 0.00 6,568
2021-09-07 Tucker Bryan Officer F-InKind D Common Stock 1,052 35.31 37.1K 33,488
2021-09-07 Croke Gary Officer F-InKind D Common Stock 574 35.31 20.3K 21,546
2021-09-07 Chang Eric Officer F-InKind D Common Stock 1,270 35.31 44.8K 43,686
2021-09-01 Tucker Bryan Officer A-Award A Non-Qualified Stock Option (right to buy) 4,567 35.97 164.3K 4,567
2021-09-01 Croke Gary Officer A-Award A Non-Qualified Stock Option (right to buy) 3,425 35.97 123.2K 3,425
2021-09-01 Chang Eric Officer A-Award A Non-Qualified Stock Option (right to buy) 3,425 35.97 123.2K 3,425
2021-09-01 Boase Erin Officer A-Award A Non-Qualified Stock Option (right to buy) 2,740 35.97 98.6K 2,740
2021-08-25 Croke Gary Officer Non-Qualified Stock Option (right to buy) 8,034 11.00 88.4K 0 D
2021-08-25 Boase Erin Officer Non-Qualified Stock Option (right to buy) 5,936 11.00 65.3K 0 D
2021-07-03 SMITH PETE A Officer A-Award A Performance-Based Shares 24,049 0.00 24,049 D
2021-05-13 Klein Michele Director 0 0.00 0
2021-02-11 Tucker Bryan Officer Non-Qualified Stock Option (right to buy) 404 15.60 6.3K 0 D
2021-01-25 Steel Excel Inc. 10% Owner S-Sale D Common Stock, $0.01 par value 31,787 37.85 1.20M 521,958
2021-01-20 SMITH PETE A Officer A-Award A Performance-Based Shares 15,000 0.00 15,000
2020-12-18 Steel Excel Inc. 10% Owner S-Sale D Common Stock, $0.01 par value 5,400 37.00 199.8K 553,745
2020-12-17 Steel Excel Inc. 10% Owner S-Sale D Common Stock, $0.01 par value 464 37.95 17.6K 559,145
2020-12-16 Steel Excel Inc. 10% Owner S-Sale D Common Stock, $0.01 par value 35,100 37.31 1.31M 559,609
2020-12-15 Steel Excel Inc. 10% Owner S-Sale D Common Stock, $0.01 par value 24,128 37.51 905.0K 594,709
2020-12-14 Steel Excel Inc. 10% Owner S-Sale D Common Stock, $0.01 par value 27,159 37.53 1.02M 618,837
2020-12-10 Steel Excel Inc. 10% Owner S-Sale D Common Stock, $0.01 par value 14,000 38.01 532.1K 645,996
2020-12-09 Steel Excel Inc. 10% Owner S-Sale D Common Stock, $0.01 par value 10,244 40.50 414.9K 659,996
2020-11-30 STOFFEL JAMES C Director S-Sale D Common Stock 2,783 35.95 100.1K 38,529
2020-11-19 SMITH PETE A Officer F-InKind D Common Stock 11,950 29.03 346.9K 37,544
2020-11-11 STOFFEL JAMES C Director A-Award A Common Stock 3,039 0.00 38,279
2020-11-11 QUICKE JOHN J Director A-Award A Common Stock 3,039 0.00 43,562
2020-11-11 MUTCH JOHN Director A-Award A Common Stock 3,039 0.00 35,228
2020-11-11 Loeb Dahlia Director A-Award A Common Stock 3,039 0.00 5,499
2020-11-11 Kong Kenneth Director A-Award A Common Stock 3,039 0.00 20,457
2020-09-29 SMITH PETE A Officer F-InKind D Common Stock 5,616 22.78 127.9K 49,494
2020-09-01 SMITH PETE A Officer A-Award A Common Stock 13,193 22.00 290.2K 13,193
2020-09-01 Chang Eric Officer J-Other D Common Stock 612 0.00 21,067
2020-07-03 McFall Shaun Officer D-Return D Common Stock 4,873 0.00 30,728
2020-06-01 Loeb Dahlia Director A-Award A Common Stock 2,460 0.00 2,460
2020-05-21 Loeb Dahlia Director 0 0.00 0
2020-05-19 Loeb Dahlia Director 0 0.00 0
2020-05-19 Chang Eric Officer A-Award A Non-Qualified Stock Option (right to buy) 7,056 12.84 90.6K 7,056
2020-04-13 Gallagher Walter Stanley Jr Officer F-InKind D Common Stock 1,042 8.40 8.8K 17,487
2020-04-03 Gallagher Walter Stanley Jr Officer D-Return D Common Stock 7,637 0.00 9,850
2020-02-03 Chang Eric Officer F-InKind D Common Stock 639 13.52 8.6K 17,067
2020-01-02 SMITH PETE A Officer A-Award A Restricted Stock Units 18,750 0.00 18,750
2019-11-13 STOFFEL JAMES C Director A-Award A Common Stock 5,293 0.00 35,240
2019-11-13 QUICKE JOHN J Director A-Award A Common Stock 5,293 0.00 40,523
2019-11-13 MUTCH JOHN Director A-Award A Common Stock 5,293 0.00 32,189
2019-11-13 Kong Kenneth Director A-Award A Common Stock 5,293 0.00 17,418
2019-09-22 McFall Shaun Officer F-InKind D Common Stock 2,966 14.45 42.9K 30,017
2019-09-20 McFall Shaun Officer F-InKind D Common Stock 2,725 14.45 39.4K 32,983
2019-09-20 Gallagher Walter Stanley Jr Officer A-Award A Non-Qualified Stock Option (right to buy) 8,643 14.45 124.9K 8,643
2019-09-20 Chang Eric Officer A-Award A Non-Qualified Stock Option (right to buy) 7,491 14.45 108.2K 7,491
2019-09-18 Pangia Michael Officer F-InKind D Common Stock 22,440 14.12 316.9K 76,965
2019-08-21 Pangia Michael Officer J-Other D Common Stock 4,853 0.00 99,405
2019-08-21 McFall Shaun Officer J-Other D Common Stock 1,569 0.00 35,708
2019-08-21 Gallagher Walter Stanley Jr Officer J-Other D Common Stock 1,471 0.00 11,441
2019-08-21 Chang Eric Officer J-Other D Common Stock 1,224 0.00 13,535
2019-06-28 Stumpe Heinz Officer F-InKind D Common Stock 6,830 13.70 93.6K 12,277
2019-05-02 Chang Eric Officer F-InKind D Common Stock 707 13.64 9.6K 14,759
2019-03-08 Stumpe Heinz Officer S-Sale D Common Stock 5,984 13.63 81.6K 19,107
2019-02-03 Chang Eric Officer F-InKind D Common Stock 622 0.00 15,466
2018-12-31 Pangia Michael Officer J-Other D Common Stock 50,000 0.00 104,258
2018-11-14 STOFFEL JAMES C Director A-Award A Common Stock 3,896 0.00 29,947
2018-11-14 QUICKE JOHN J Director A-Award A Common Stock 3,896 0.00 35,230
2018-11-14 MUTCH JOHN Director A-Award A Common Stock 3,896 0.00 26,896
2018-11-14 Kong Kenneth Director A-Award A Common Stock 3,896 0.00 12,125
2018-10-23 Stumpe Heinz Officer F-InKind D Common Stock 3,163 15.84 50.1K 25,091
2018-10-23 Pangia Michael Officer F-InKind D Common Stock 7,204 15.84 114.1K 154,258
2018-10-23 McFall Shaun Officer F-InKind D Common Stock 2,724 15.84 43.1K 37,277
2018-10-05 Elliott Meena L. Officer F-InKind D Common Stock 7,866 0.00 24,534
2018-09-25 Stumpe Heinz Officer J-Other D Common Stock 3,320 0.00 28,254
2018-09-25 Pangia Michael Officer J-Other D Common Stock 7,563 0.00 161,462
2018-09-25 McFall Shaun Officer J-Other D Common Stock 2,859 0.00 40,001
2018-09-25 Elliott Meena L. Officer J-Other D Common Stock 2,859 0.00 32,400
2018-09-25 Chang Eric Officer J-Other D Common Stock 599 0.00 16,088
2018-09-07 Pangia Michael Officer A-Award A Common Stock 14,559 0.00 169,025
2018-09-07 McFall Shaun Officer A-Award A Common Stock 4,706 0.00 42,860
2018-09-07 Gallagher Walter Stanley Jr Officer A-Award A Common Stock 4,412 0.00 12,912
2018-09-07 Chang Eric Officer A-Award A Common Stock 3,671 0.00 16,687
2018-08-31 Stumpe Heinz Officer S-Sale D Common Stock 7,544 17.55 132.4K 31,574
2018-08-01 Croke Gary Officer Non-Qualified Stock Option (right to buy) 832 7.44 6.2K 0 D
2018-07-10 MARIMON RALPH Officer D-Return D Common Stock 2,875 16.11 46.3K 25,251
2018-07-09 MARIMON RALPH Officer D-Return D Common Stock 1,512 16.41 24.8K 28,126
2018-06-25 Gallagher Walter Stanley Jr Officer A-Award A Common Stock 5,000 0.00 8,500
2018-05-29 MARIMON RALPH Officer D-Return D Common Stock 843 18.00 15.2K 32,007
2018-02-06 Chang Eric Officer S-Sale D Common Stock 640 15.44 9.9K 13,016
2017-11-15 Stumpe Heinz Officer J-Other D Common Stock 3,320 0.00 39,118

Executive team

Top executives
EBIT / Employee
10.6K
Shares Outstanding
12.90M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Peter A. Smith, Director, President and Chief Executive Officer 650.0K 3.11M 11.0K 3.77M 82.48%
2 2025 Michael Connaway, Senior Vice President and Chief Financial Officer 525.0K 1.01M 22.4K 1.55M 64.77%
3 2025 Erin Boase, General Counsel, Vice President Legal Affairs 322.6K 479.1K 10.3K 812.1K 59.00%
4 2025 Gary Croke, Vice President Marketing and Product Line Management 285.5K 302.7K 6.0K 594.1K 50.94%
5 2024 Peter A. Smith, Director, President and Chief Executive Officer 650.0K 2.11M 1.11M 371.2K 13.1K 4.25M 75.68%
6 2024 Michael Connaway, Senior Vice President and Chief Financial Officer 38.4K 1.00M 28.1K 873.00 1.07M 93.69%
7 2024 Erin Boase, General Counsel, Vice President Legal Affairs 318.0K 345.1K 181.9K 102.1K 11.9K 959.0K 54.96%
8 2024 Gary Croke, Vice President Marketing and Product Line Management 256.3K 109.0K 57.5K 82.4K 5.7K 510.9K 32.58%
9 2023 Peter A. Smith, Director, President and Chief Executive Officer 650.0K 1.72M 785.3K 987.4K 12.6K 4.15M 60.27%
10 2023 Erin Boase, General Counsel, Vice President Legal Affairs 256.8K 149.3K 68.3K 109.9K 9.8K 594.2K 36.63%
11 2023 Gary Croke, Vice President Marketing and Product Line Management 243.8K 73.6K 33.7K 104.2K 5.4K 460.7K 23.28%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-10-17 DEFA14A
2025-09-23 DEFA14A
2025-09-23 DEF 14A
2024-10-07 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-04 8-K
2026-05-04 10-Q
2026-03-26 SC 13G/A
2026-03-10 8-K
2026-02-27 8-K
2026-02-10 4
2026-02-09 4
2026-02-03 8-K
2026-02-03 10-Q
2026-01-20 SC 13G

Executive team

NameTitleCompensationGender
Peter A. Smith President, Chief Executive Officer & Director 661.0K male
Erin R. Boase General Counsel & VP of Legal Affairs 333.0K female
Gary G. Croke Senior Vice President Product & Innovation 291.5K male
Andrew C. Schmidt CFO, SVP & Principal Accounting Officer male
Andrew Fredrickson Vice President of Corporate Finance male
Scott John Senior Vice President of Americas Sales & Services male
Spencer Stoakley Chief Human Resources Officer female
ESG Rating
B
COMMUNICATION EQUIPMENT
2016
E (Environmental)
72.7 / 77.7
Company / Sector avg.
S (Social)
73.6 / 49.0
Company / Sector avg.
G (Governance)
65.6 / 54.6
Company / Sector avg.
ESG Total
70.6 / 60.4
Company / Sector avg.
ESG Score History COMMUNICATION EQUIPMENT
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