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HeartBeam, Inc. (BEAT)
USD0.62
+0.06 (+11.22%)
US NASDAQ Healthcare Medical - Equipment & Services
Address
2118 Walsh Avenue 95050
Santa Clara, CA, US
Santa Clara, CA, US
CEO
Robert Eno
Website
heartbeam.com
IPO
2021-11-16
CIK 1779372 ISIN US42238H1086
Also trades on
NASDAQ Capital Market · BEAT (USD)
NASDAQ Capital Market · BEATW (USD)
Description
HeartBeam, Inc. is a development stage company, which engages in cardiovascular diagnostic technology. Its electrocardiogram (ECG) collection device provides physicians with cardiac diagnostic information for a patient that is outside of a medical institution. The device sends ECG signals to the patient's smartphone and on to a cloud-based software expert system. The company was founded by Branislav Vajdic in 2015 and is headquartered in Santa Clara, CA.
News Sentiment (7d)
Based on only 1 article — low confidence
- Bet On These 5 Top-Ranked Stocks With Increasing P/E Ratios Zacks Investment Research
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
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
USD0.62
+0.06 (+11.22%)
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Volume Profile
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Liquidity & share structure
Average Volume
952.7K
Beta
-0.83
Float Shares
27.66M
Free Float %
80.3%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +10.79% | +10.99% | -15.83% | -24.06% | -35.67% | -57.92% | -40.94% | -53.46% | -78.46% | -78.46% | -78.46% |
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
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (13 ratings, all time)
Buy
Price Targets & DCF
Current price
0.62
Low
5.50
+781.8%
Consensus
5.50
+781.8%
Median
5.50
+781.8%
High
5.50
+781.8%
DCF (Unlevered)
0.13
-78.7%
DCF (Levered)
0.13
-79.2%
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)
80% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 3 | -2 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 4 |
4.38
+602.3%
|
| All Time | 5 |
5.50
+781.8%
|
Quality scores
Altman Z-Score
-39.99
Distress
Piotroski F-Score
1 / 9
Weak
MOAT Score
3 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
3 / 5
Medium
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 Medical - Equipment & Services: +14.1%—
-
EPS growth Medical - Equipment & Services: +15.4%+15.1% Q1'26: +33.3% (vs Q1'25)
-
FCF margin FCF growth · Medical - Equipment & Services: -3.5%—
-
EBIT margin Medical - Equipment & Services: +1.1%—
-
ROIC Medical - Equipment & Services: +2.4%— Q1'26: +0.0% (vs Q1'25)
-
Share dilution Medical - Equipment & Services: -2.1%+26.5% Q1'26: +33.6% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Equipment & Services: 0.31×0.00× Q1'26: 0.00× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 3 EPS Ana. |
Dec 2027 3 Rev. Ana. 2 EPS Ana. |
Dec 2028 4 Rev. Ana. 3 EPS Ana. |
Dec 2029 3 Rev. Ana. 1 EPS Ana. |
Dec 2030 3 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
120.45M
est: 110.85M (+8.7%)
|
140.62M
est: 249.91M (-43.7%)
|
119.92M
est: 200.67M (-40.2%)
|
119.02M
est: 161.15M (-26.1%)
|
178.51M
est: 115.84M (+54.1%)
|
208.33M
est: 156.80M (+32.9%)
|
286.78M
est: 304.36M (-5.8%)
|
399.47M
est: 304.13M (+31.3%)
|
—
est: 415.47M (-100.0%)
|
—
est: 278.27M (-100.0%)
|
—
est: 40.0K (-100.0%)
|
—
est: 37.5K (-100.0%)
|
—
est: 2.07M (-100.0%)
|
2.05M
558.8K – 3.54M
-0.9% YoY
|
8.45M
6.49M – 10.42M
+312.5% YoY
|
25.59M
24.77M – 26.41M
+202.7% YoY
|
70.87M
44.22M – 101.59M
+176.9% YoY
|
126.82M
79.14M – 181.80M
+79.0% YoY
|
| EBITDA |
19.55M
est: 17.68M (+10.6%)
|
-9.52M
est: -18.33M (+48.1%)
|
-7.52M
est: -15.51M (+51.5%)
|
-49.05M
est: -73.09M (+32.9%)
|
20.38M
est: 14.60M (+39.6%)
|
30.04M
est: 26.20M (+14.7%)
|
24.25M
est: 23.93M (+1.3%)
|
92.05M
est: 64.45M (+42.8%)
|
—
est: 86.08M (-100.0%)
|
69.0K
est: 37.79M (-99.8%)
|
675.0K
|
-19.88M
|
-21.14M
|
—
— – —
|
—
— – —
|
—
— – —
|
—
— – —
|
—
— – —
|
| EBIT |
10.86M
est: 13.26M (-18.1%)
|
-20.46M
est: -24.06M (+15.0%)
|
-19.60M
est: -22.74M (+13.8%)
|
—
est: -10.88M (+100.0%)
|
—
est: 17.30M (-100.0%)
|
—
est: 31.23M (-100.0%)
|
-5.50M
est: 33.37M (-116.5%)
|
50.93M
est: 58.48M (-12.9%)
|
-294.0K
est: 82.97M (-100.4%)
|
-12.96M
est: 21.62M (-160.0%)
|
-14.64M
|
-19.89M
|
-21.14M
|
—
— – —
|
—
— – —
|
—
— – —
|
—
— – —
|
—
— – —
|
| Net Income |
9.21M
est: 8.41M (+9.4%)
|
-20.48M
est: -34.57M (+40.8%)
|
-19.86M
est: -36.30M (+45.3%)
|
-61.42M
est: -88.93M (+30.9%)
|
7.43M
est: 4.93M (+50.8%)
|
53.44M
est: 40.99M (+30.4%)
|
-15.96M
est: -11.75M (-35.8%)
|
42.82M
est: 30.40M (+40.9%)
|
-536.0K
est: 27.75M (-101.9%)
|
-12.96M
est: -14.58M (+11.1%)
|
-14.64M
est: -16.91M (+13.4%)
|
-19.45M
est: -20.34M (+4.4%)
|
-21.02M
est: -21.02M (+0.0%)
|
-15.42M
-16.71M – -14.14M
+26.6% YoY
|
-19.65M
-19.85M – -6.49M
-27.4% YoY
|
-4.62M
-6.93M – -2.31M
+76.5% YoY
|
10.62M
5.43M – 16.60M
+329.7% YoY
|
24.61M
12.58M – 38.48M
+131.7% YoY
|
| SGA |
63.03M
est: 57.08M (+10.4%)
|
73.81M
est: 154.95M (-52.4%)
|
64.00M
est: 108.49M (-41.0%)
|
62.83M
est: 79.62M (-21.1%)
|
75.87M
est: 56.77M (+33.6%)
|
85.23M
est: 73.67M (+15.7%)
|
123.92M
est: 124.01M (-0.1%)
|
155.28M
est: 106.78M (+45.4%)
|
253.0K
est: 161.33M (-99.8%)
|
7.35M
est: 84.64M (-91.3%)
|
8.52M
|
8.84M
|
7.69M
|
—
— – —
|
—
— – —
|
—
— – —
|
—
— – —
|
—
— – —
|
| EPS |
0.50
est: 0.31 (+61.3%)
|
-0.86
est: 0.12 (-816.7%)
|
-0.82
est: -0.72 (-14.7%)
|
-2.51
est: -0.62 (-304.8%)
|
0.27
est: 0.22 (+22.7%)
|
1.91
est: 0.53 (+260.4%)
|
-0.53
est: 0.85 (-162.4%)
|
1.20
est: 0.90 (+34.1%)
|
-0.10
est: 1.73 (-105.5%)
|
-1.59
est: -1.39 (-14.1%)
|
-0.72
est: -0.62 (-16.1%)
|
-0.73
est: -0.73 (+0.0%)
|
-0.62
est: -0.61 (-1.2%)
|
-0.46
-0.50 – -0.42
+25.3% YoY
|
-0.38
-0.59 – -0.19
+17.7% YoY
|
-0.16
-0.21 – -0.07
+57.5% YoY
|
0.32
0.16 – 0.49
+296.9% YoY
|
0.73
0.37 – 1.14
+131.7% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-11 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-13.99M
OE per share TTM
-0.43
Owner's Yield
-45.52%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
26.4%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
17
Total invested
3.40M
Insider transactions (90d)
0
Beneficial owners (>5%)
10
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Mark E. Strome | 3.15M | 12.00% | — | 3.15M | — | 3.15M | HC, IN | — | 2023-10-25 | ↗ |
| 2 | Strome Investment Management, L.P. | 2.90M | 11.00% | — | 2.90M | — | 2.90M | IA, PN | — | 2023-10-25 | ↗ |
| 3 | Strome Mezzanine Fund II, LP | 2.90M | 11.00% | — | 2.90M | — | 2.90M | PN | — | 2023-10-25 | ↗ |
| 4 | Public Ventures, LLC | 2.62M | 9.41% | 2.62M | — | 2.62M | — | BD | State of Texas | 2023-08-28 | ↗ |
| 5 | Andrew Schwartzberg | 1.90M | 7.33% | 1.90M | — | 1.90M | 10.00 | IN | United States | 2023-06-02 | ↗ |
| 6 | S | 813.5K | 9.99% | — | 813.5K | — | 813.5K | IN | United States | 2022-02-03 | ↗ |
| 7 | Brendan O’Neil | 779.5K | 9.99% | — | 779.5K | — | 779.5K | IN | United States | 2021-11-16 | ↗ |
| 8 | Ionic Ventures, LLC | 779.5K | 9.99% | — | 779.5K | — | 779.5K | OO | United States | 2021-11-16 | ↗ |
| 9 | Keith Coulston | 779.5K | 9.99% | — | 779.5K | — | 779.5K | IN | United States | 2021-11-16 | ↗ |
| 10 | Christopher A. Marlett Living Trust | 3.9K | 1.00% | 3.9K | — | 3.9K | — | OO | United States | 2023-08-28 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
17
-24 vs prev Q
New positions
4
Closed positions
28
Increased
7
Reduced
2
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 | VANGUARD GROUP INC | 1.08M -34.2K (-3.1%) | 2.60M +756.8K (+41.0%) | 3.15% -0.153 pp | 0.00% +0.000 pp | USD2.06 +16.5% | 16 qtrs — |
| 2 | BLACKROCK, INC. | 892.2K +802.1K (+890.8%) | 2.14M +2.0M (+1,341.2%) | 2.59% +2.328 pp | 0.00% +0.000 pp | USD2.37 +1.3% | 6 qtrs — |
| 3 | UBS GROUP AG | 453.7K +261.2K (+135.6%) | 1.09M +771.2K (+242.7%) | 1.32% +0.750 pp | 0.00% +0.000 pp | USD2.37 +1.3% | 17 qtrs — |
| 4 | SMITH, SALLEY & ASSOCIATES | 367.6K +— (+0.0%) | 882.4K +275.7K (+45.5%) | 1.07% -0.018 pp | 0.04% +0.013 pp | USD2.25 +6.7% | 11 qtrs — |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 305.7K +12.1K (+4.1%) | 733.9K +249.4K (+51.5%) | 0.89% +0.021 pp | 0.00% +0.000 pp | USD2.72 -11.8% | 13 qtrs — |
| 6 | RITHOLTZ WEALTH MANAGEMENT | 208.2K +69.0K (+49.6%) | 499.7K +270.0K (+117.6%) | 0.61% +0.194 pp | 0.01% +0.005 pp | USD2.35 +2.1% | 6 qtrs — |
| 7 | KESTRA PRIVATE WEALTH SERVICES, LLC | 175.2K -800.0 (-0.5%) | 420.5K +130.1K (+44.8%) | 0.51% -0.011 pp | 0.01% +0.001 pp | USD3.01 -20.3% | 13 qtrs — |
| 8 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 139.2K +— (+0.0%) | 334.0K +104.4K (+45.5%) | 0.40% -0.007 pp | 0.00% +0.001 pp | USD2.32 +3.4% | 6 qtrs — |
| 9 | STATE STREET CORP | 125.5K +47.1K (+60.1%) | 301.1K +171.8K (+132.9%) | 0.36% +0.133 pp | 0.00% +0.000 pp | USD2.74 -12.4% | 13 qtrs — |
| 10 | RAYMOND JAMES FINANCIAL INC | 102.1K +14.0K (+15.9%) | 244.9K +99.6K (+68.6%) | 0.30% +0.037 pp | 0.00% +0.000 pp | USD1.75 +37.1% | 4 qtrs — |
| 11 | SPECTRUM ASSET MANAGEMENT, INC. (NB/CA) | 94.4K +20.0K (+26.9%) | 226.6K +103.8K (+84.6%) | 0.27% +0.055 pp | 0.08% +0.032 pp | USD2.41 -0.4% | 11 qtrs — |
| 12 | CANNON FINANCIAL STRATEGISTS, INC. | 72.8K -6.0K (-7.6%) | 174.7K +44.8K (+34.5%) | 0.21% -0.021 pp | 0.02% +0.006 pp | USD3.67 -34.6% | 14 qtrs — |
| 13 | SIGMA PLANNING CORP | 61.7K +19.3K (+45.4%) | 148.0K +78.0K (+111.5%) | 0.18% +0.054 pp | 0.00% +0.002 pp | USD2.13 +12.7% | 4 qtrs — |
| 14 | MORGAN STANLEY | 61.6K -9.0K (-12.7%) | 147.9K +31.4K (+26.9%) | 0.18% -0.030 pp | 0.00% +0.000 pp | USD2.05 +17.1% | 14 qtrs — |
| 15 | NORTHERN TRUST CORP | 58.2K +8.6K (+17.5%) | 139.6K +57.9K (+70.9%) | 0.17% +0.023 pp | 0.00% +0.000 pp | USD2.40 +0.0% | 11 qtrs — |
| 16 | STIFEL FINANCIAL CORP | 51.0K -49.0K (-49.0%) | 122.4K -42.6K (-25.8%) | 0.15% -0.147 pp | 0.00% +0.000 pp | USD2.41 -0.4% | 11 qtrs — |
| 17 | ADVISORY RESEARCH INC | 50.0K +— (+0.0%) | 120.0K +37.5K (+45.5%) | 0.15% -0.002 pp | 0.02% +0.004 pp | USD2.41 -0.4% | 11 qtrs — |
| 18 | D'ORAZIO & ASSOCIATES, INC. | 49.0K +16.0K (+48.5%) | 117.6K +63.1K (+116.0%) | 0.14% +0.045 pp | 0.02% +0.008 pp | USD3.54 -32.2% | 14 qtrs — |
| 19 | INSIGNEO ADVISORY SERVICES, LLC | 30.6K +30.6K (+100.0%) | 73.5K +73.5K (+100.0%) | 0.09% +0.089 pp | 0.01% +0.005 pp | USD2.40 +0.0% | 1 qtrs NEW |
| 20 | VIRTU FINANCIAL LLC | 29.3K +29.3K (+100.0%) | 70.0K +70.0K (+100.0%) | 0.09% +0.085 pp | 0.00% +0.003 pp | USD2.40 +0.0% | 3 qtrs — |
| 21 | ACTIVEST WEALTH MANAGEMENT | 25.5K +25.5K (+100.0%) | 61.2K +61.2K (+100.0%) | 0.07% +0.074 pp | 0.01% +0.011 pp | USD2.40 +0.0% | 1 qtrs NEW |
| 22 | JANE STREET GROUP, LLC | 22.8K +22.8K (+100.0%) | 54.8K +54.8K (+100.0%) | 0.07% +0.066 pp | 0.00% +0.000 pp | USD2.40 +0.0% | 1 qtrs NEW |
| 23 | B. RILEY WEALTH ADVISORS, INC. | 15.0K +15.0K (+100.0%) | 36.0K +36.0K (+100.0%) | 0.04% +0.044 pp | 0.00% +0.002 pp | USD2.40 +0.0% | 1 qtrs NEW |
| 24 | TRUIST FINANCIAL CORP | 15.0K +15.0K (+100.0%) | 36.0K +36.0K (+100.0%) | 0.04% +0.044 pp | 0.00% +0.000 pp | USD2.40 +0.0% | 1 qtrs NEW |
| 25 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11.0K +— (+0.0%) | 26.4K +8.3K (+45.5%) | 0.03% -0.001 pp | 0.00% +0.000 pp | USD2.01 +19.4% | 4 qtrs — |
| 26 | CIBC PRIVATE WEALTH GROUP, LLC | 10.6K +10.6K (+100.0%) | 25.5K +25.5K (+100.0%) | 0.03% +0.031 pp | 0.00% +0.000 pp | USD2.40 +0.0% | 1 qtrs NEW |
| 27 | CLARITY FINANCIAL LLC | 10.5K +10.5K (+100.0%) | 25.2K +25.2K (+100.0%) | 0.03% +0.031 pp | 0.00% +0.002 pp | USD2.40 +0.0% | 1 qtrs NEW |
| 28 | HB WEALTH MANAGEMENT, LLC | 10.0K +10.0K (+100.0%) | 24.0K +24.0K (+100.0%) | 0.03% +0.029 pp | 0.00% +0.000 pp | USD2.40 +0.0% | 1 qtrs NEW |
| 29 | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 10.0K +— (+0.0%) | 24.0K +7.5K (+45.5%) | 0.03% -0.001 pp | 0.00% +0.000 pp | USD2.41 -0.4% | 11 qtrs — |
| 30 | HARBOUR INVESTMENTS, INC. | 9.3K +— (+0.0%) | 22.2K +6.9K (+45.4%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD4.88 -50.8% | 13 qtrs — |
| 31 | ROYAL BANK OF CANADA | 3.0K +3.0K (+100.0%) | 7.0K +7.0K (+100.0%) | 0.01% +0.009 pp | 0.00% +0.000 pp | USD2.40 +0.0% | 1 qtrs NEW |
| 32 | RONALD BLUE TRUST, INC. | 1.9K +— (+0.0%) | 4.6K +1.4K (+45.5%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD1.25 +92.0% | 3 qtrs — |
| 33 | ABOUND WEALTH MANAGEMENT | 1.6K +1.6K (+100.0%) | 3.8K +3.8K (+100.0%) | 0.00% +0.005 pp | 0.00% +0.001 pp | USD2.40 +0.0% | 1 qtrs NEW |
| 34 | LARSON FINANCIAL GROUP LLC | 1.3K +— (+0.0%) | 3.0K +937.0 (+45.4%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD1.29 +86.0% | 15 qtrs — |
| 35 | ADVISOR GROUP HOLDINGS, INC. | 1.0K +— (+0.0%) | 2.4K +750.0 (+45.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD2.35 +2.1% | 9 qtrs — |
| 36 | NEWEDGE ADVISORS, LLC | 1.0K +— (+0.0%) | 2.4K +750.0 (+45.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD2.20 +9.1% | 12 qtrs — |
| 37 | WELLS FARGO & COMPANY/MN | 1.0K +— (+0.0%) | 2.4K +750.0 (+45.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD2.30 +4.3% | 5 qtrs — |
| 38 | JPMORGAN CHASE & CO | 500.00 +— (+0.0%) | 1.2K +375.0 (+45.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.65 +45.5% | 10 qtrs — |
| 39 | LITMAN GREGORY WEALTH MANAGEMENT LLC | 400.00 +400.0 (+100.0%) | 960.00 +960.0 (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD2.40 +0.0% | 1 qtrs NEW |
| 40 | BANK OF AMERICA CORP /DE/ | 57.00 +26.0 (+83.9%) | 136.00 +84.0 (+161.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD2.21 +8.6% | 10 qtrs — |
| 41 | CITIGROUP INC | 1.00 -3.9K (-100.0%) | 2.00 -6.4K (-100.0%) | 0.00% -0.012 pp | 0.00% +0.000 pp | USD1.00 +140.0% | 2 qtrs — |
| 42 | BARCLAYS PLC | — -16.0 (-100.0%) | — -26.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 43 | XTX TOPCO LTD | — -16.9K (-100.0%) | — -27.9K (-100.0%) | 0.00% -0.050 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
| 44 | LPL FINANCIAL LLC | — -16.0K (-100.0%) | — -26.4K (-100.0%) | 0.00% -0.047 pp | 0.00% +0.000 pp | USD— | 5 qtrs SOLD |
| 45 | SMART WEALTH LLC | — -12.0K (-100.0%) | — -19.8K (-100.0%) | 0.00% -0.036 pp | 0.00% -0.008 pp | USD— | 11 qtrs SOLD |
| 46 | GOLDMAN SACHS GROUP INC | — -37.8K (-100.0%) | — -62.3K (-100.0%) | 0.00% -0.112 pp | 0.00% +0.000 pp | USD— | 3 qtrs SOLD |
| 47 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | — -14.5K (-100.0%) | — -24.0K (-100.0%) | 0.00% -0.043 pp | 0.00% +0.000 pp | USD— | 11 qtrs SOLD |
| 48 | BLONG FINANCIAL, LLC | — -10.0K (-100.0%) | — -16.5K (-100.0%) | 0.00% -0.030 pp | 0.00% -0.012 pp | USD— | 5 qtrs SOLD |
| 49 | TOWER RESEARCH CAPITAL LLC (TRC) | — -1.3K (-100.0%) | — -2.1K (-100.0%) | 0.00% -0.004 pp | 0.00% 0.000 pp | USD— | 17 qtrs SOLD |
| 50 | BESSEMER GROUP INC | — -15.2K (-100.0%) | — -25.0K (-100.0%) | 0.00% -0.045 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 12 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Micro-Cap ETF IWC | 0.01% | 94.1K | 0.60% |
| 2 | Vanguard Extended Market ETF VXF | 0.00% | 279.0K | 0.05% |
| 3 | Vanguard U.S. Total Market Shares Index ETF VTS.AX | 0.00% | 2.7K | 0.03% |
| 4 | Vanguard U.S. Total Market Index ETF VUN.TO | 0.00% | 7.4K | 0.17% |
| 5 | Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO | 0.00% | 544.74 | 0.17% |
| 6 | Vanguard Total Stock Market ETF VTI | 0.00% | 1.26M | 0.03% |
| 7 | Vanguard All-Equity ETF Portfolio VEQT.TO | 0.00% | 2.8K | 0.22% |
| 8 | Vanguard Growth ETF Portfolio VGRO.TO | 0.00% | 1.5K | 0.22% |
| 9 | Vanguard Balanced ETF Portfolio VBAL.TO | 0.00% | 607.51 | 0.22% |
| 10 | Vanguard Conservative ETF Portfolio VCNS.TO | 0.00% | 66.91 | 0.22% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
8
Sells
0
Shares acquired
1.13M
Shares disposed
—
Cash buys
8.00
Cash sales
—
Net activity
+1,131,250
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-16 | Vajdic Branislav | Director | P-Purchase | A | Common Stock | 31,250 | 0.80 | 25.0K | 909,914 | D | ↗ |
| 2026-04-16 | STROME MARK E | Director | P-Purchase | A | Common Stock | 750,000 | 0.80 | 600.0K | 3,650,000 | I | ↗ |
| 2026-04-16 | Ortigas-Wedekind Marga | Director | P-Purchase | A | Common Stock | 25,000 | 0.80 | 20.0K | 137,293 | D | ↗ |
| 2026-04-16 | JAFF MICHAEL R | Director | P-Purchase | A | Common Stock | 31,250 | 0.80 | 25.0K | 31,250 | I | ↗ |
| 2026-04-16 | Ferrari Richard | Director | P-Purchase | A | Common Stock | 57,500 | 0.80 | 46.0K | 286,636 | D | ↗ |
| 2026-04-16 | Elfrink Willem | Director | P-Purchase | A | Common Stock | 187,500 | 0.80 | 150.0K | 538,667 | D | ↗ |
| 2026-04-16 | ENO Robert Paul | Officer | P-Purchase | A | Common Stock | 12,500 | 0.80 | 10.0K | 36,742 | D | ↗ |
| 2026-04-16 | Cruickshank Tim | Officer | P-Purchase | A | Common Stock | 31,250 | 0.80 | 25.0K | 72,230 | D | ↗ |
| 2026-02-09 | de Urioste George | Director | A-Award | A | Common Stock (right to buy) | 51,724 | 1.43 | 74.0K | 51,724 | D | ↗ |
| 2026-02-09 | Vajdic Branislav | Director / Officer | A-Award | A | Common Stock (right to buy) | 61,932 | 1.45 | 89.8K | 61,932 | D | ↗ |
| 2026-02-09 | STROME MARK E | 10% Owner | A-Award | A | Common Stock (right to buy) | 41,380 | 1.43 | 59.2K | 41,380 | D | ↗ |
| 2026-02-09 | Ortigas-Wedekind Marga | Director | A-Award | A | Common Stock(right to buy) | 44,827 | 1.43 | 64.1K | 44,827 | D | ↗ |
| 2026-02-09 | Nelson Kenneth Warwick III | Director | A-Award | A | Common Stock | 17,241 | 0.00 | — | 144,388 | D | ↗ |
| 2026-02-09 | JAFF MICHAEL R | Director | A-Award | A | Common Stock | 20,689 | 0.00 | — | 95,809 | D | ↗ |
| 2026-02-09 | Ferrari Richard | Director | A-Award | A | Common Stock | 50,000 | 0.00 | — | 229,136 | D | ↗ |
| 2026-02-09 | Elfrink Willem | Director | A-Award | A | Common Stock (right to buy) | 51,724 | 1.43 | 74.0K | 51,724 | D | ↗ |
| 2026-02-09 | ENO Robert Paul | Officer | A-Award | A | Common Stock (right to buy) | 55,172 | 1.45 | 80.0K | 55,172 | D | ↗ |
| 2026-02-09 | Cruickshank Tim | Officer | A-Award | A | Common Stock (right to buy) | 53,104 | 1.45 | 77.0K | 53,104 | D | ↗ |
| 2025-12-18 | de Urioste George | Director | S-Sale | D | Common Stock | 33,185 | 2.83 | 93.9K | 0 | D | ↗ |
| 2025-12-17 | de Urioste George | Director | S-Sale | D | Common Stock | 23,961 | 3.68 | 88.2K | 33,185 | D | ↗ |
| 2025-12-17 | STROME MARK E | 10% Owner | S-Sale | D | Common Stock | 250,000 | 3.58 | 895.0K | 2,900,000 | I | ↗ |
| 2025-09-30 | ENO Robert Paul | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-09-30 | Cruickshank Tim | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-07-11 | de Urioste George | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-07-11 | Vajdic Branislav | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-07-11 | Ortigas-Wedekind Marga | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-07-11 | Nelson Kenneth Warwick III | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-07-11 | JAFF MICHAEL R | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-07-11 | Ferrari Richard | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-07-11 | Elfrink Willem | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-07-01 | STROME MARK E | 10% Owner | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-04-07 | Vajdic Branislav | Director / Officer | A-Award | A | Stock option (right to buy) | 180,000 | 1.65 | 297.0K | 1,374,000 | D | ↗ |
| 2025-04-07 | Persen Kenneth Harry | Officer | A-Award | A | Stock option (right to buy) | 20,000 | 1.65 | 33.0K | 441,000 | D | ↗ |
| 2025-04-07 | ENO Robert Paul | Officer | A-Award | A | Stock option (right to buy) | 320,000 | 1.65 | 528.0K | 856,000 | D | ↗ |
| 2025-04-07 | Cruickshank Tim | Officer | A-Award | A | Common Stock (right to buy) | 150,000 | 1.65 | 247.5K | 550,000 | D | ↗ |
| 2025-02-14 | Ferrari Richard | Director | P-Purchase | A | Common Stock | 29,412 | 1.70 | 50.0K | 179,136 | D | ↗ |
| 2025-02-14 | Cruickshank Tim | Officer | P-Purchase | A | Common Stock | 17,647 | 1.70 | 30.0K | 17,647 | D | ↗ |
| 2024-09-25 | Cruickshank Tim | Officer | A-Award | A | Common Stock (right to buy) | 400,000 | 2.28 | 912.0K | 400,000 | D | ↗ |
| 2024-09-09 | Cruickshank Tim | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-09-06 | de Urioste George | Director | S-Sale | D | Common Stock | 1,674 | 2.34 | 3.9K | 57,146 | — | ↗ |
| 2024-08-30 | de Urioste George | Director | S-Sale | D | Common Stock | 5,500 | 2.31 | 12.7K | 58,820 | — | ↗ |
| 2024-08-27 | de Urioste George | Director | S-Sale | D | Common Stock | 2,194 | 2.26 | 5.0K | 64,320 | — | ↗ |
| 2024-08-26 | de Urioste George | Director | S-Sale | D | Common Stock | 300 | 2.38 | 714.00 | 66,514 | — | ↗ |
| 2024-08-23 | de Urioste George | Director | S-Sale | D | Common Stock | 2,500 | 2.30 | 5.8K | 66,814 | — | ↗ |
| 2024-06-12 | de Urioste George | Director | A-Award | A | Common Stock | 33,185 | 0.00 | — | 69,314 | — | ↗ |
| 2024-06-12 | STROME MARK E | 10% Owner | A-Award | A | Common Stock | 33,185 | 0.00 | — | 57,146 | — | ↗ |
| 2024-06-12 | Ortigas-Wedekind Marga | Director | A-Award | A | Common Stock | 33,185 | 0.00 | — | 112,293 | — | ↗ |
| 2024-06-12 | Nelson Kenneth Warwick III | Director | A-Award | A | Common Stock | 33,185 | 0.00 | — | 127,147 | — | ↗ |
| 2024-06-12 | JAFF MICHAEL R | Director | A-Award | A | Common Stock | 33,185 | 0.00 | — | 75,120 | — | ↗ |
| 2024-06-12 | Ferrari Richard | Director | A-Award | A | Common Stock | 44,247 | 0.00 | — | 149,724 | — | ↗ |
| 2024-06-12 | Elfrink Willem | Director | A-Award | A | Common Stock | 33,185 | 0.00 | — | 317,982 | — | ↗ |
| 2023-09-29 | de Urioste George | Director | S-Sale | D | Common Stock | 5,500 | 2.06 | 11.3K | 36,129 | — | ↗ |
| 2023-09-28 | de Urioste George | Director | S-Sale | D | Common Stock | 8,000 | 2.04 | 16.3K | 41,629 | — | ↗ |
| 2023-09-27 | de Urioste George | Director | S-Sale | D | Common Stock | 1,834 | 2.11 | 3.9K | 49,629 | — | ↗ |
| 2023-09-26 | de Urioste George | Director | S-Sale | D | Common Stock | 5,000 | 2.09 | 10.5K | 51,463 | — | ↗ |
| 2023-09-22 | de Urioste George | Director | S-Sale | D | Common Stock | 2,393 | 2.21 | 5.3K | 56,463 | — | ↗ |
| 2023-09-21 | de Urioste George | Director | S-Sale | D | Common Stock | 100 | 2.41 | 241.00 | 58,856 | — | ↗ |
| 2023-09-20 | de Urioste George | Director | S-Sale | D | Common Stock | 883 | 2.46 | 2.2K | 58,956 | — | ↗ |
| 2023-09-18 | de Urioste George | Director | S-Sale | D | Common Stock | 5,000 | 2.46 | 12.3K | 59,839 | — | ↗ |
| 2023-09-15 | de Urioste George | Director | S-Sale | D | Common Stock | 4,269 | 2.43 | 10.4K | 64,839 | — | ↗ |
| 2023-09-14 | de Urioste George | Director | S-Sale | D | Common Stock | 5,000 | 2.17 | 10.9K | 69,108 | — | ↗ |
| 2023-09-13 | de Urioste George | Director | S-Sale | D | Common Stock | 1,878 | 1.90 | 3.6K | 77,230 | — | ↗ |
| 2023-08-02 | Vajdic Branislav | Officer | A-Award | A | Stock option (right to buy) | 796,000 | 2.90 | 2.31M | 1,194,000 | — | ↗ |
| 2023-08-02 | Persen Kenneth Harry | Officer | A-Award | A | Stock option (right to buy) | 252,000 | 2.90 | 730.8K | 421,000 | — | ↗ |
| 2023-08-02 | ENO Robert Paul | Officer | A-Award | A | Stock option (right to buy) | 357,000 | 2.90 | 1.04M | 536,000 | — | ↗ |
| 2023-07-24 | JAFF MICHAEL R | Director | — | D | Common Stock | 0 | 0.00 | — | 41,935 | — | ↗ |
| 2023-07-13 | de Urioste George | Director | A-Award | A | Common Stock | 23,961 | 0.00 | — | 79,108 | — | ↗ |
| 2023-07-13 | STROME MARK E | 10% Owner | A-Award | A | Common Stock | 23,961 | 0.00 | — | 23,961 | — | ↗ |
| 2023-07-13 | Ortigas-Wedekind Marga | Director | A-Award | A | Common Stock | 23,961 | 0.00 | — | 79,108 | — | ↗ |
| 2023-07-13 | Nelson Kenneth Warwick III | Director | A-Award | A | Common Stock | 23,961 | 0.00 | — | 93,962 | — | ↗ |
| 2023-07-13 | Ferrari Richard | Director | A-Award | A | Common Stock | 31,948 | 0.00 | — | 105,477 | — | ↗ |
| 2023-07-13 | Elfrink Willem | Director | A-Award | A | Common Stock | 23,961 | 0.00 | — | 284,797 | — | ↗ |
| 2023-06-05 | Nelson Kenneth Warwick III | Director | — | D | Common Stock | 0 | 0.00 | — | 70,001 | — | ↗ |
| 2023-05-14 | Vajdic Branislav | Officer | A-Award | A | Stock option (right to buy) | 398,000 | 0.00 | — | 398,000 | — | ↗ |
| 2023-05-14 | Persen Kenneth Harry | Officer | A-Award | A | Stock option (right to buy) | 169,000 | 0.00 | — | 169,000 | — | ↗ |
| 2023-05-14 | ENO Robert Paul | Officer | A-Award | A | Stock option (right to buy) | 179,000 | 0.00 | — | 179,000 | — | ↗ |
| 2023-05-05 | STROME MARK E | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 3,150,000 | — | ↗ |
| 2023-03-21 | Persen Kenneth Harry | Officer | A-Award | A | Stock option (right to buy) | 60,000 | 2.50 | 150.0K | 60,000 | — | ↗ |
| 2023-02-12 | Elfrink Willem | Director | C-Conversion | D | Common Stock warrant (right to buy) | 43,636 | 0.00 | 130.91 | 0 | — | ↗ |
| 2023-02-10 | Vajdic Branislav | Officer | M-Exempt | D | Common Stock Warrant (right to buy) | 5,090 | 0.00 | — | 728 | — | ↗ |
| 2023-02-10 | Brounstein Richard | Officer | M-Exempt | A | Common Stock | 184 | 0.00 | — | 112,108 | — | ↗ |
| 2023-02-09 | Elfrink Willem | Director | C-Conversion | A | Common Stock | 3,640 | 2.75 | 10.0K | 316,150 | — | ↗ |
| 2023-01-18 | ENO Robert Paul | Officer | — | D | Stock option (right to buy) | 240,000 | 4.47 | 1.07M | — | — | ↗ |
| 2022-12-02 | Brounstein Richard | Officer | M-Exempt | D | Stock option (right to buy) | 760 | 0.00 | — | 0 | — | ↗ |
| 2022-11-02 | Brounstein Richard | Officer | M-Exempt | A | Common Stock | 759 | 0.00 | 0.23 | 111,164 | — | ↗ |
| 2022-10-02 | Brounstein Richard | Officer | M-Exempt | A | Common Stock | 760 | 0.00 | 0.23 | 110,405 | — | ↗ |
| 2022-09-16 | Persen Kenneth Harry | Officer | A-Award | A | Stock option (right to buy) | 80,000 | 0.00 | — | 80,000 | — | ↗ |
| 2022-09-02 | Brounstein Richard | Officer | M-Exempt | D | Stock option (right to buy) | 757 | 0.00 | — | 2,279 | — | ↗ |
| 2022-08-02 | Persen Kenneth Harry | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-08-02 | Brounstein Richard | Officer | M-Exempt | D | Stock option (right to buy) | 757 | 0.00 | — | 3,036 | — | ↗ |
| 2022-07-15 | de Urioste George | Director | A-Award | A | Common Stock | 55,147 | 0.00 | — | 55,147 | — | ↗ |
| 2022-07-15 | Ortigas-Wedekind Marga | Director | A-Award | A | Common Stock | 55,147 | 0.00 | — | 55,147 | — | ↗ |
| 2022-07-15 | Ferrari Richard | Director | A-Award | A | Common Stock | 73,529 | 0.00 | — | 73,529 | — | ↗ |
| 2022-07-15 | Elfrink Willem | Director | A-Award | A | Common Stock | 55,147 | 0.00 | — | 221,573 | — | ↗ |
| 2022-07-05 | Brounstein Richard | Officer | M-Exempt | D | Common Stock | 757 | 0.00 | — | 3,793 | — | ↗ |
| 2022-06-16 | Elfrink Willem | Director | A-Award | A | Warrant (right to buy) | 50,000 | 0.00 | — | 50,000 | — | ↗ |
| 2022-06-15 | Vajdic Branislav | Officer | A-Award | A | Stock option (right to buy) | 359,000 | 0.00 | — | 359,000 | — | ↗ |
| 2022-06-15 | Hunt Jon Patrick | Officer | A-Award | A | Stock option (right to buy) | 72,000 | 0.00 | — | 72,000 | — | ↗ |
| 2022-06-15 | Brounstein Richard | Officer | A-Award | A | Stock option (right to buy) | 80,000 | 0.00 | — | 80,000 | — | ↗ |
| 2022-06-15 | Baumel Alan | Officer | A-Award | A | Stock option (right to buy) | 38,000 | 0.00 | — | 38,000 | — | ↗ |
| 2022-06-02 | Brounstein Richard | Officer | M-Exempt | D | Stock option (right to buy) | 757 | 0.00 | — | 4,550 | — | ↗ |
| 2022-05-02 | Brounstein Richard | Officer | M-Exempt | D | Stock option (right to buy) | 757 | 0.00 | — | 5,307 | — | ↗ |
| 2022-03-30 | Brounstein Richard | Officer | M-Exempt | A | Stock option (right to buy) | 757 | 0.00 | — | 6,064 | — | ↗ |
| 2022-03-29 | Vajdic Branislav | Officer | P-Purchase | A | Warrant (right to buy) | 10,000 | 0.00 | — | 35,000 | — | ↗ |
| 2022-03-02 | Brounstein Richard | Officer | M-Exempt | D | Stock option (right to buy) | 757 | 0.00 | — | 6,821 | — | ↗ |
| 2022-02-02 | Brounstein Richard | Officer | A-Award | A | Common Stock | 757 | 0.00 | — | 104,346 | — | ↗ |
| 2022-01-02 | Brounstein Richard | Officer | M-Exempt | A | Common Stock | 1,514 | 0.00 | 0.45 | 103,589 | — | ↗ |
| 2021-12-30 | Vajdic Branislav | Officer | P-Purchase | A | Warrant (right to buy) | 25,000 | 0.00 | — | 25,000 | — | ↗ |
| 2021-12-21 | Elfrink Willhem | Director | P-Purchase | A | Warrant (right to buy) | 10,000 | 0.00 | — | 10,000 | — | ↗ |
| 2021-12-21 | Elfrink Willem | Director | A-Award | A | Warrant (right to buy) | 10,000 | 0.00 | — | 10,000 | — | ↗ |
| 2021-12-21 | BROUNSTEIN RICHARD D | Officer | P-Purchase | A | Common Stock | 5,000 | 3.37 | 16.8K | 102,075 | — | ↗ |
| 2021-12-20 | Baumel Alan | Officer | — | D | Common Stock (right to buy) | 82,000 | 4.25 | 348.5K | 0 | — | ↗ |
| 2021-11-12 | Hunt Jon Patrick | Officer | A-Award | A | Common Stock Option (right to buy) | 87,000 | 4.25 | 369.8K | 87,000 | — | ↗ |
| 2021-11-12 | DE URIOSTE GEORGE | Director | A-Award | A | Common Stock Option (right to buy) | 44,000 | 4.25 | 187.0K | 44,000 | — | ↗ |
| 2021-11-11 | Vajdic Branislav | Officer | M-Exempt | A | Common Stock | 115,559 | 4.20 | 485.3K | 910,104 | — | ↗ |
| 2021-11-11 | Ortigas-Wedekind Marga | Director | M-Exempt | A | Common Stock | 7,824 | 4.20 | 32.9K | 7,824 | — | ↗ |
| 2021-11-11 | Hunt Jon Patrick | Officer | M-Exempt | A | Common Stock | 23,976 | 4.20 | 100.7K | 23,976 | — | ↗ |
| 2021-11-11 | FERRARI RICHARD M | Director | M-Exempt | A | Common Stock | 65,653 | 4.20 | 275.7K | 65,653 | — | ↗ |
| 2021-11-11 | Elfrink Willhem | Director | M-Exempt | A | Common Stock | 60,972 | 4.20 | 256.1K | 166,426 | — | ↗ |
| 2021-11-11 | BROUNSTEIN RICHARD D | Officer | M-Exempt | A | Common Stock | 19,465 | 4.20 | 81.8K | 82,343 | — | ↗ |
| 2021-11-10 | de Urioste George | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-11-10 | Vajdic Branislav | Officer / 10% Owner | — | — | Common Stock warrant (right to buy) | 363,636 | 0.00 | 109.09 | 0 | D | ↗ |
| 2021-11-10 | Ortigas-Wedekind Marga | Director | — | D | Stock option (right to buy) | 27,272 | 0.28 | 7.6K | 0 | — | ↗ |
| 2021-11-10 | Hunt Jon Patrick | Officer | — | I | Convertible Promissory Note | 23,976 | 0.00 | — | 0 | — | ↗ |
| 2021-11-10 | FERRARI RICHARD M | Director / Officer | — | D | Stock option (right to buy) | 27,272 | 0.28 | 7.6K | 0 | — | ↗ |
| 2021-11-10 | Elfrink Willhem | Director | — | D | Convertible Promissory Note | 60,972 | 0.00 | — | 0 | — | ↗ |
| 2021-11-10 | BROUNSTEIN RICHARD D | Officer | — | D | Stock option (right to buy) | 9,849 | 0.00 | 2.95 | 0 | — | ↗ |
| 2021-02-09 | Wadhwa Manish | Officer | D-Return | D | Performance Stock Units | 1,754 | 0.00 | — | 0 | — | ↗ |
| 2021-02-09 | RIETIKER STEPHEN | Director | D-Return | D | Common Stock | 81,564 | 72.00 | 5.87M | 0 | — | ↗ |
| 2021-02-09 | Olson Tiffany | Director | D-Return | D | Common Stock | 6,642 | 72.00 | 478.2K | 0 | — | ↗ |
| 2021-02-09 | Hill Colin | Director | D-Return | D | Common Stock | 21,654 | 72.00 | 1.56M | 0 | — | ↗ |
| 2021-02-09 | GORMAN KIRK E | Director | D-Return | D | Common Stock | 15,615 | 72.00 | 1.12M | 0 | — | ↗ |
| 2021-02-09 | Conti Anthony James | Director | D-Return | D | Common Stock | 104,507 | 72.00 | 7.52M | 0 | — | ↗ |
| 2021-02-09 | Capper Joseph H | Director / Officer | D-Return | D | Stock Options (Right to Buy) | 54,235 | 4.67 | 253.3K | 0 | — | ↗ |
| 2021-02-09 | Broadway Fred | Officer | D-Return | D | Stock Options (Right to Buy) | 9,369 | 53.22 | 498.6K | 0 | — | ↗ |
| 2021-02-03 | Capper Joseph H | Director / Officer | G-Gift | D | Common Stock | 1,400 | 0.00 | — | 164,172 | — | ↗ |
| 2020-12-29 | Capper Joseph H | Director / Officer | G-Gift | D | Common Stock | 1,400 | 0.00 | — | 165,572 | — | ↗ |
| 2020-12-28 | Capper Joseph H | Director / Officer | G-Gift | D | Common Stock | 1,400 | 0.00 | — | 166,972 | — | ↗ |
| 2020-06-25 | GORMAN KIRK E | Director | G-Gift | D | Common Stock | 2,424 | 0.00 | — | 161,290 | — | ↗ |
| 2020-05-11 | RIETIKER STEPHEN | Director | A-Award | A | Common Stock | 2,863 | 0.00 | — | 81,564 | — | ↗ |
| 2020-05-11 | Olson Tiffany | Director | A-Award | A | Common Stock | 3,635 | 0.00 | — | 6,642 | — | ↗ |
| 2020-05-11 | Hill Colin | Director | A-Award | A | Common Stock | 2,863 | 0.00 | — | 21,654 | — | ↗ |
| 2020-05-11 | GORMAN KIRK E | Director | A-Award | A | Common Stock | 4,241 | 0.00 | — | 167,955 | — | ↗ |
| 2020-05-11 | Conti Anthony James | Director | A-Award | A | Common Stock | 2,863 | 0.00 | — | 104,507 | — | ↗ |
| 2020-05-03 | Hill Colin | Director | F-InKind | D | Common Stock | 19 | 45.51 | 864.69 | 18,791 | — | ↗ |
| 2020-02-18 | Wadhwa Manish | Officer | A-Award | A | Stock Options (Right to Buy) | 4,176 | 53.22 | 222.2K | 4,176 | — | ↗ |
| 2020-02-18 | Capper Joseph H | Director / Officer | A-Award | A | Common Stock | 17,762 | 0.00 | — | 168,372 | — | ↗ |
| 2020-02-18 | Broadway Fred | Officer | A-Award | A | Common Stock | 3,935 | 0.00 | — | 28,350 | — | ↗ |
| 2020-02-14 | Capper Joseph H | Director / Officer | F-InKind | D | Common Stock | 11,831 | 53.52 | 633.2K | 150,611 | — | ↗ |
| 2020-02-14 | Broadway Fred | Officer | F-InKind | D | Common Stock | 1,632 | 53.52 | 87.3K | 21,677 | — | ↗ |
| 2020-01-10 | Wadhwa Manish | Officer | — | D | Common Stock | 0 | 0.00 | — | 366 | — | ↗ |
| 2019-12-31 | GORMAN KIRK E | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-12-31 | Ferola Peter | Officer | S-Sale | D | Common Stock | 5,065 | 46.62 | 236.1K | 8,507 | — | ↗ |
| 2019-09-04 | Ferola Peter | Officer | M-Exempt | D | Stock Options (Right to Buy) | 3,264 | 24.65 | 80.5K | 3,265 | — | ↗ |
| 2019-05-06 | Hill Colin | Director | F-InKind | D | Common Stock | 25 | 52.87 | 1.3K | 18,810 | — | ↗ |
| 2019-05-03 | RIETIKER STEPHEN | Director | A-Award | A | Common Stock | 2,424 | 0.00 | — | 78,701 | — | ↗ |
| 2019-05-03 | Olson Tiffany | Director | A-Award | A | Common Stock | 3,007 | 0.00 | — | 3,007 | — | ↗ |
| 2019-05-03 | Hill Colin | Director | A-Award | A | Common Stock | 2,424 | 0.00 | — | 18,835 | — | ↗ |
| 2019-05-03 | GORMAN KIRK E | Director | M-Exempt | D | Stock Options (Right to Buy) | 5,518 | 17.67 | 97.5K | 0 | — | ↗ |
| 2019-05-03 | Conti Anthony James | Director | A-Award | A | Common Stock | 2,424 | 0.00 | — | 101,644 | — | ↗ |
| 2019-04-30 | GORMAN KIRK E | Director | M-Exempt | A | Common Stock | 5,518 | 17.67 | 97.5K | 178,833 | — | ↗ |
| 2019-02-26 | Olson Tiffany | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-02-15 | Ferola Peter | Officer | F-InKind | D | Common Stock | 3,818 | 77.59 | 296.2K | 12,787 | — | ↗ |
| 2019-02-15 | Capper Joseph H | Director / Officer | F-InKind | D | Common Stock | 24,359 | 77.59 | 1.89M | 162,442 | — | ↗ |
| 2019-02-15 | Broadway Fred | Officer | F-InKind | D | Common Stock | 3,963 | 77.59 | 307.5K | 22,904 | — | ↗ |
| 2019-02-14 | Ferola Peter | Officer | A-Award | A | Common Stock | 1,540 | 0.00 | — | 16,605 | — | ↗ |
| 2019-02-14 | Capper Joseph H | Director / Officer | A-Award | A | Common Stock | 10,946 | 0.00 | — | 186,801 | — | ↗ |
| 2019-02-14 | Broadway Fred | Officer | A-Award | A | Stock Options (Right to Buy) | 4,731 | 76.01 | 359.6K | 4,731 | — | ↗ |
| 2019-01-18 | RIETIKER STEPHEN | Director | A-Award | A | Common Stock | 317 | 0.00 | — | 76,277 | — | ↗ |
| 2018-12-31 | Capper Joseph H | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-11-01 | RIETIKER STEPHEN | Director | — | D | Common Stock | 0 | 0.00 | — | 75,960 | — | ↗ |
| 2018-11-01 | Ferola Peter | Officer | M-Exempt | A | Common Stock | 75,000 | 4.38 | 328.5K | 90,065 | — | ↗ |
| 2018-10-01 | GORMAN KIRK E | Director | M-Exempt | D | Stock Options (Right to Buy) | 625 | 21.98 | 13.7K | 0 | — | ↗ |
| 2018-09-28 | Broadway Fred | Officer | M-Exempt | D | Stock Options (Right to Buy) | 39,238 | 4.67 | 183.2K | 0 | — | ↗ |
| 2018-09-17 | GORMAN KIRK E | Director | M-Exempt | A | Common Stock | 625 | 21.98 | 13.7K | 173,940 | — | ↗ |
| 2018-07-27 | Capper Joseph H | Director / Officer | M-Exempt | A | Common Stock | 90,846 | 6.56 | 595.9K | 269,201 | — | ↗ |
| 2018-07-26 | Capper Joseph H | Director / Officer | M-Exempt | A | Common Stock | 209,154 | 6.56 | 1.37M | 387,509 | — | ↗ |
| 2018-07-23 | GORMAN KIRK E | Director | M-Exempt | D | Stock Options (Right to Buy) | 7,500 | 30.98 | 232.4K | 0 | — | ↗ |
| 2018-07-02 | GORMAN KIRK E | Director | M-Exempt | A | Common Stock | 7,500 | 30.98 | 232.4K | 180,815 | — | ↗ |
| 2018-06-13 | Capper Joseph H | Director / Officer | S-Sale | D | Common Stock | 65,787 | 44.18 | 2.91M | 178,355 | — | ↗ |
| 2018-06-12 | Capper Joseph H | Director / Officer | S-Sale | D | Common Stock | 79,292 | 43.88 | 3.48M | 178,355 | — | ↗ |
| 2018-06-11 | Capper Joseph H | Director / Officer | S-Sale | D | Common Stock | 54,921 | 43.45 | 2.39M | 178,355 | — | ↗ |
| 2018-05-11 | Ferola Peter | Officer | M-Exempt | A | Common Stock | 6,834 | 8.68 | 59.3K | 82,435 | — | ↗ |
| 2018-05-04 | Hill Colin | Director | A-Award | A | Common Stock | 3,191 | 0.00 | — | 16,411 | — | ↗ |
| 2018-05-04 | GORMAN KIRK E | Director | A-Award | A | Common Stock | 3,191 | 0.00 | — | 173,315 | — | ↗ |
| 2018-05-04 | Conti Anthony James | Director | A-Award | A | Common Stock | 3,191 | 0.00 | — | 99,220 | — | ↗ |
| 2018-03-13 | Broadway Fred | Officer | S-Sale | D | Common Stock | 54,158 | 34.17 | 1.85M | 24,880 | — | ↗ |
| 2018-02-16 | Ferola Peter | Officer | F-InKind | D | Common Stock | 5,067 | 33.67 | 170.6K | 24,510 | — | ↗ |
| 2018-02-16 | Capper Joseph H | Director / Officer | F-InKind | D | Common Stock | 30,923 | 33.67 | 1.04M | 178,355 | — | ↗ |
| 2018-02-16 | Broadway Fred | Officer | F-InKind | D | Common Stock | 4,175 | 33.67 | 140.6K | 24,880 | — | ↗ |
| 2018-02-14 | Ferola Peter | Officer | A-Award | A | Common Stock | 3,114 | 0.00 | — | 29,577 | — | ↗ |
| 2018-02-14 | Capper Joseph H | Director / Officer | A-Award | A | Stock Options (Right to Buy) | 49,604 | 33.35 | 1.65M | 49,604 | — | ↗ |
| 2018-02-14 | Broadway Fred | Officer | A-Award | A | Stock Options (Right to Buy) | 8,653 | 33.35 | 288.6K | 8,653 | — | ↗ |
| 2017-05-12 | Hill Colin | Director | A-Award | A | Common Stock | 2,842 | 0.00 | — | 13,220 | — | ↗ |
| 2017-05-12 | GORMAN KIRK E | Director | A-Award | A | Common Stock | 4,886 | 0.00 | — | 170,124 | — | ↗ |
| 2017-05-12 | Conti Anthony James | Director | A-Award | A | Common Stock | 2,842 | 0.00 | — | 96,029 | — | ↗ |
| 2017-03-20 | Broadway Fred | Officer | S-Sale | D | Common Stock | 3,429 | 26.90 | 92.2K | 25,420 | — | ↗ |
| 2017-02-21 | Broadway Fred | Officer | S-Sale | D | Common Stock | 8,070 | 24.81 | 200.2K | 28,849 | — | ↗ |
| 2017-02-15 | Ferola Peter | Officer | F-InKind | D | Common Stock | 4,026 | 24.65 | 99.2K | 26,463 | — | ↗ |
| 2017-02-15 | Capper Joseph H | Director / Officer | F-InKind | D | Common Stock | 28,485 | 24.65 | 702.2K | 188,444 | — | ↗ |
Executive team
Top executives
Shares Outstanding
34.44M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | Timothy Cruickshank Chief Financial Officer | 120.3K | 35.6K | — | 820.4K | — | — | 976.4K | 84.03% | ↗ |
| 2 | 2024 | Branislav Vajdic, PhD President (Former Chief Executive Officer) | 449.0K | 177.8K | — | — | — | — | 626.8K | 0.00% | ↗ |
| 3 | 2024 | Robert Eno Chief Executive Officer (Former President) | 379.4K | 111.3K | — | — | — | — | 490.7K | 0.00% | ↗ |
| 4 | 2024 | Kenneth Persen Chief System Deployment Officer | 310.0K | 61.8K | — | — | — | — | 371.8K | 0.00% | ↗ |
| 5 | 2024 | Richard Brounstein Former Chief Financial Officier | 20.8K | — | — | — | — | — | 20.8K | 0.00% | ↗ |
| 6 | 2023 | Branislav Vajdic, PhD Chief Executive Officer | 428.0K | 192.6K | — | 2.63M | — | — | 3.25M | 80.91% | ↗ |
| 7 | 2023 | Branislav Vajdic, PhD President (Former Chief Executive Officer) | 428.0K | 192.6K | — | 2.63M | — | — | 3.25M | 80.91% | ↗ |
| 8 | 2023 | Robert Eno President and Chief Business Officer | 345.0K | 103.0K | — | 2.09M | — | — | 2.53M | 82.33% | ↗ |
| 9 | 2023 | Robert Eno Chief Executive Officer (Former President) | 345.0K | 103.0K | — | 2.09M | — | — | 2.53M | 82.33% | ↗ |
| 10 | 2023 | Kenneth Persen Chief System Deployment Officer | 300.0K | 78.8K | — | 1.03M | — | — | 1.41M | 73.19% | ↗ |
| 11 | 2023 | Kenneth Persen Chief Technology Officer | 300.0K | 78.8K | — | 1.03M | — | — | 1.41M | 73.19% | ↗ |
| 12 | 2023 | Richard Brounstein Former Chief Financial Officier | 250.0K | 75.0K | — | — | — | — | 325.0K | 0.00% | ↗ |
| 13 | 2022 | Branislav Vajdic, PhD Chief Executive Officer | 428.0K | 203.6K | — | 387.7K | — | — | 1.02M | 38.04% | ↗ |
| 14 | 2022 | Richard Brounstein Chief Financial Officer | 250.0K | 79.3K | — | 86.4K | — | — | 415.7K | 20.78% | ↗ |
| 15 | 2022 | Kenneth Persen Chief Technology Officer | 125.0K | 32.4K | — | 152.8K | — | — | 310.2K | 49.26% | ↗ |
| 16 | 2021 | Branislav Vajdic, PhD Chief Executive Officer | 135.2K | 350.0K | — | — | — | — | 485.2K | 0.00% | ↗ |
| 17 | 2021 | Branislav Vajdic, PhD | 135.2K | 350.0K | — | — | — | — | 485.2K | 0.00% | ↗ |
| 18 | 2021 | Richard Brounstein Chief Financial Officer | 82.4K | 40.0K | — | — | — | — | 122.4K | 0.00% | ↗ |
| 19 | 2021 | Richard Brounstein | 82.4K | 40.0K | — | — | — | — | 122.4K | 0.00% | ↗ |
| 20 | 2020 | Branislav Vajdic, PhD | 81.9K | — | — | — | — | — | 81.9K | 0.00% | ↗ |
| 21 | 2020 | Richard Brounstein | 36.0K | — | — | — | — | — | 36.0K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Branislav Vajdic | Founder, President & Director | 615.1K | — |
| Robert Eno | Chief Executive Officer, Chief Business Officer & Director | 544.6K | male |
| Timothy Cruickshank | Chief Financial Officer | 479.3K | male |
| Kenneth Persen | Chief System Development Officer | 398.6K | male |
| Richard Ferrari | Executive Chairman | 72.5K | male |
| Lance Myers | Chief Artificial Intelligence Scientist | — | — |
| Peter J. Fitzgerald FACC | Member of Scientific Advisory Board & Chief Medical Advisor | — | — |
| Richa Gujarati | Senior Vice President of Product | — | female |
| Bryan Humbarger | Chief Commercial Officer | — | male |
ESG Rating
ESG Score History MEDICAL - HEALTHCARE INFORMATION SERVICES
Benchmark vs Sector
Senate Trading Activity
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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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Community Opinion for BEAT
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.
