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Beeline Holdings Inc. (BLNE)

USD1.06 -0.01 (-0.47%)
US NASDAQ Financial Services Banks
Address 188 Valley Street 2909
Providence, RI, US
CEO Nicholas Reyland Liuzza
IPO 2017-01-03
CIK 1534708 ISIN US2778025005

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Also trades on NASDAQ Capital Market · EAST (USD) NASDAQ Global Market · BLNE (USD)
Description

Beeline Holdings, Inc. engages in the fintech mortgage lending business. It servers property investors and buyers. The company was founded in 2019 and is based in Providence, Rhode Island.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD1.06 -0.01 (-0.47%)
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Volume Profile
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Liquidity & share structure
Average Volume
655.0K
Beta
1.30
Float Shares
6.70M
Free Float %
74.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.70% -42.86% -56.30% -63.38% -34.18% -39.53% -14.05% -97.12% -99.71% -99.91% -99.91%
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

Price Targets & DCF
Current price
1.06
Ratings Trend (MoM) 100% Bullish
Rating 2026-04 Change
Strong Buy 0 0
Buy 1 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
-3.15
Distress
Piotroski F-Score
2 / 9
Weak
MOAT Score
1 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Banks: +13.8%
    +98.6% Q1'26: +42.1% (vs Q1'25)
  • EPS growth Banks: +25.1%
    +92.0% Q1'26: +97.2% (vs Q1'25)
  • FCF margin FCF growth · Banks: +75.8%
    -292.3% Q1'26: -137.2% (vs Q1'25)
  • EBIT margin Banks: +27.6%
    -247.4% Q1'26: -191.7% (vs Q1'25)
  • ROIC Banks: +1.1%
    -29.3% Q1'26: -31.3% (vs Q1'25)
  • Share dilution Banks: +0.1%
    +5,643.7% Q1'26: +1,543.6% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Banks: 1.37×
    -0.94× Q1'26: -0.98× (vs Q1'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.37) × ERP
WACC = 62% × Ke + 38% × Kd (15.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 1.06
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Revenue
2.61M
est: 2.58M (+1.1%)
6.12M
est: 6.98M (-12.3%)
11.63M
est: 15.93M (-27.0%)
14.01M
est: 16.18M (-13.4%)
12.39M
est: 17.87M (-30.6%)
13.88M
est: 15.23M (-8.9%)
10.50M
est: 12.41M (-15.4%)
3.91M
est: 11.99M (-67.4%)
7.77M
est: 8.12M (-4.3%)
27.98M
27.98M – 27.98M
+244.5% YoY
63.35M
63.35M – 63.35M
+126.4% YoY
EBITDA
-4.95M
est: -1.51M (-227.5%)
-7.89M
est: -4.09M (-93.2%)
-10.93M
est: -9.32M (-17.3%)
-6.37M
est: -9.47M (+32.8%)
-3.56M
est: -10.46M (+65.9%)
-12.53M
est: -8.91M (-40.6%)
-5.07M
est: -7.26M (+30.2%)
-3.12M
est: -8.33M (+62.5%)
-15.90M
est: -5.64M (-182.0%)
-19.43M
-19.43M – -19.43M
-244.5% YoY
-43.98M
-43.98M – -43.98M
-126.4% YoY
EBIT
-5.04M
est: -1.87M (-170.4%)
-8.26M
est: -5.04M (-63.8%)
-12.62M
est: -11.50M (-9.7%)
-8.55M
est: -11.68M (+26.8%)
-4.80M
est: -12.90M (+62.8%)
-14.05M
est: -11.00M (-27.7%)
-6.43M
est: -8.96M (+28.3%)
-4.00M
est: -9.59M (+58.3%)
-19.22M
est: -6.50M (-195.8%)
-22.38M
-22.38M – -22.38M
-244.5% YoY
-50.67M
-50.67M – -50.67M
-126.4% YoY
Net Income
-5.28M
est: -64.52M (+91.8%)
-9.05M
est: -61.81M (+85.4%)
-16.91M
est: -65.75M (+74.3%)
-9.86M
est: -43.84M (+77.5%)
-2.20M
est: -13.30M (+83.5%)
-16.27M
est: -30.04M (+45.9%)
-7.54M
est: -14.36M (+47.5%)
-11.33M
est: -372.01M (+97.0%)
-22.12M
est: -62.10M (+64.4%)
-141.4K
-141.4K – -141.4K
+99.8% YoY
6.65M
6.65M – 6.65M
+4,800.0% YoY
SGA
5.77M
est: 2.28M (+153.0%)
10.57M
est: 6.16M (+71.6%)
14.03M
est: 14.06M (-0.2%)
12.18M
est: 14.28M (-14.7%)
9.39M
est: 15.77M (-40.4%)
9.03M
est: 13.44M (-32.8%)
6.25M
est: 10.95M (-43.0%)
6.03M
est: 11.83M (-49.1%)
10.80M
est: 8.01M (+34.7%)
27.60M
27.60M – 27.60M
+244.5% YoY
62.50M
62.50M – 62.50M
+126.4% YoY
EPS
-283.90
est: -262.00 (-8.4%)
-297.90
est: -251.00 (-18.7%)
-281.70
est: -267.00 (-5.5%)
-165.40
est: -178.00 (+7.1%)
-67.90
est: -54.00 (-25.7%)
-214.10
est: -122.00 (-75.5%)
-69.10
est: -58.30 (-18.5%)
-27.02
est: -26.30 (-2.7%)
-2.15
est: -4.39 (+51.0%)
-0.01
-0.01 – -0.01
+99.8% YoY
0.47
0.47 – 0.47
+4,800.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-13 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-12 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-11 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-08 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-07 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-06 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-05 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-04 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-01 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-30 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-29 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-28 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-27 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-24 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-23 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-22 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-21 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-20 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-17 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-16 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-18.83M
OE per share TTM
-26.51
Owner's Yield
-38.57%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
63.2%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
16
Total invested
2.44M
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
16
-15 vs prev Q
New positions
6
Closed positions
21
Increased
8
Reduced
3
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 AWM INVESTMENT COMPANY, INC. 1.88M +1.9M (+100.0%) 3.23M +3.2M (+100.0%) 971.41% +971.412 pp 0.31% +0.311 pp USD1.72 +0.0% 1 qtrs NEW
2 NEWEDGE ADVISORS, LLC 678.3K -443.6K (-39.5%) 1.17M -3.3M (-73.7%) 351.44% -229.804 pp 0.00% -0.016 pp USD3.88 -55.7% 3 qtrs
3 VANGUARD GROUP INC 311.0K -24.9K (-7.4%) 534.9K -795.4K (-59.8%) 161.13% -12.924 pp 0.00% +0.000 pp USD3.96 -56.6% 2 qtrs
4 GEODE CAPITAL MANAGEMENT, LLC 254.6K +106.1K (+71.4%) 437.9K -150.2K (-25.5%) 131.91% +54.963 pp 0.00% +0.000 pp USD3.03 -43.2% 2 qtrs
5 PERKINS CAPITAL MANAGEMENT INC 245.0K +245.0K (+100.0%) 421.4K +421.4K (+100.0%) 126.93% +126.931 pp 0.33% +0.335 pp USD1.72 +0.0% 1 qtrs NEW
6 EMG HOLDINGS, L.P. 195.8K +1.0 (+0.0%) 336.7K -438.5K (-56.6%) 101.43% +0.001 pp 0.25% -0.042 pp USD1.84 -6.5% 4 qtrs
7 CITADEL ADVISORS LLC 88.6K +88.6K (+100.0%) 152.5K +152.5K (+100.0%) 45.92% +45.921 pp 0.00% +0.000 pp USD1.72 +0.0% 1 qtrs NEW
8 XTX TOPCO LTD 79.9K +79.9K (+100.0%) 137.5K +137.5K (+100.0%) 41.40% +41.402 pp 0.00% +0.004 pp USD1.72 +0.0% 1 qtrs NEW
9 RENAISSANCE TECHNOLOGIES LLC 75.7K -112.4K (-59.8%) 130.2K -614.8K (-82.5%) 39.22% -58.254 pp 0.00% -0.001 pp USD3.96 -56.6% 2 qtrs
10 STATE STREET CORP 73.4K +— (+0.0%) 126.3K -164.5K (-56.6%) 38.04% +0.000 pp 0.00% +0.000 pp USD3.96 -56.6% 2 qtrs
11 JANE STREET GROUP, LLC 59.3K -95.1K (-61.6%) 101.9K -509.4K (-83.3%) 30.71% -49.270 pp 0.00% 0.000 pp USD3.96 -56.6% 4 qtrs
12 UBS GROUP AG 58.3K -11.4K (-16.4%) 100.3K -175.8K (-63.7%) 30.21% -5.916 pp 0.00% +0.000 pp USD3.56 -51.7% 4 qtrs
13 BLACKROCK, INC. 55.3K +— (+0.0%) 95.2K -124.0K (-56.6%) 28.67% +0.000 pp 0.00% +0.000 pp USD3.96 -56.6% 2 qtrs
14 NORTHERN TRUST CORP 38.6K +859.0 (+2.3%) 66.3K -83.0K (-55.6%) 19.98% +0.445 pp 0.00% +0.000 pp USD3.91 -56.0% 2 qtrs
15 CREATIVE PLANNING 34.4K +— (+0.0%) 59.1K -77.0K (-56.6%) 17.80% +0.000 pp 0.00% 0.000 pp USD1.48 +16.2% 3 qtrs
16 WADDELL & ASSOCIATES, LLC 31.0K +11.0K (+55.0%) 53.3K -25.9K (-32.7%) 16.06% +5.699 pp 0.00% -0.003 pp USD2.37 -27.4% 3 qtrs
17 QUADRATURE CAPITAL LTD 27.5K +27.5K (+100.0%) 47.3K +47.3K (+100.0%) 14.23% +14.232 pp 0.00% +0.001 pp USD1.72 +0.0% 1 qtrs NEW
18 MILLINGTON FINANCIAL ADVISORS, LLC 11.2K +11.2K (+100.0%) 37.0K +37.0K (+100.0%) 5.81% +5.808 pp 0.02% +0.016 pp USD1.72 +0.0% 1 qtrs NEW
19 HRT FINANCIAL LP 19.9K +19.9K (+100.0%) 34.0K +34.0K (+100.0%) 10.30% +10.301 pp 0.00% +0.000 pp USD1.72 +0.0% 1 qtrs NEW
20 GRIMES & COMPANY, INC. 18.4K +18.4K (+100.0%) 31.7K +31.7K (+100.0%) 9.55% +9.551 pp 0.00% +0.001 pp USD1.72 +0.0% 1 qtrs NEW
21 MANCHESTER FINANCIAL INC 18.0K +18.0K (+100.0%) 31.0K +31.0K (+100.0%) 9.33% +9.326 pp 0.01% +0.006 pp USD1.72 +0.0% 1 qtrs NEW
22 VIRTU FINANCIAL LLC 17.3K +17.3K (+100.0%) 30.0K +30.0K (+100.0%) 8.97% +8.973 pp 0.00% +0.001 pp USD1.72 +0.0% 1 qtrs NEW
23 LPL FINANCIAL LLC 17.1K +17.1K (+100.0%) 29.5K +29.5K (+100.0%) 8.88% +8.876 pp 0.00% +0.000 pp USD1.72 +0.0% 1 qtrs NEW
24 RELYEA ZUCKERBERG HANSON LLC 14.0K +— (+0.0%) 24.1K -31.4K (-56.6%) 7.25% +0.000 pp 0.00% -0.003 pp USD3.96 -56.6% 2 qtrs
25 JOURNEY ADVISORY GROUP, LLC 13.0K +13.0K (+100.0%) 22.4K +22.4K (+100.0%) 6.74% +6.736 pp 0.00% +0.002 pp USD1.72 +0.0% 1 qtrs NEW
26 ENGINEERS GATE MANAGER LP 11.5K +11.5K (+100.0%) 19.8K +19.8K (+100.0%) 5.97% +5.970 pp 0.00% +0.000 pp USD1.72 +0.0% 1 qtrs NEW
27 MORGAN STANLEY 9.7K +5.7K (+141.9%) 16.7K +804.0 (+5.1%) 5.03% +2.948 pp 0.00% +0.000 pp USD2.65 -35.1% 2 qtrs
28 TOWER RESEARCH CAPITAL LLC (TRC) 1.8K -3.5K (-66.2%) 3.1K -17.8K (-85.3%) 0.92% -1.806 pp 0.00% -0.001 pp USD3.85 -55.3% 4 qtrs
29 BANK OF AMERICA CORP /DE/ 214.00 +74.0 (+52.9%) 368.00 -187.0 (-33.7%) 0.11% +0.038 pp 0.00% +0.000 pp USD2.61 -34.1% 4 qtrs
30 GODSEY & GIBB, INC 100.00 +— (+0.0%) 172.00 -224.0 (-56.6%) 0.05% +0.000 pp 0.00% +0.000 pp USD1.48 +16.2% 3 qtrs
31 SBI SECURITIES CO., LTD. 5.00 -2.0 (-28.6%) 9.00 -19.0 (-67.9%) 0.00% -0.001 pp 0.00% +0.000 pp USD1.40 +22.9% 4 qtrs
32 ROYAL BANK OF CANADA -4.8K (-100.0%) -19.0K (-100.0%) 0.00% -2.480 pp 0.00% +0.000 pp USD 2 qtrs SOLD
33 JPMORGAN CHASE & CO -818.0 (-100.0%) -3.2K (-100.0%) 0.00% -0.424 pp 0.00% +0.000 pp USD 2 qtrs SOLD
34 GOLDMAN SACHS GROUP INC -56.4K (-100.0%) -223.2K (-100.0%) 0.00% -29.207 pp 0.00% +0.000 pp USD 2 qtrs SOLD
35 SCIENTECH RESEARCH LLC -22.6K (-100.0%) -89.3K (-100.0%) 0.00% -11.689 pp 0.00% -0.031 pp USD 2 qtrs SOLD
36 CENTIVA CAPITAL, LP -11.6K (-100.0%) -46.0K (-100.0%) 0.00% -6.019 pp 0.00% 0.000 pp USD 2 qtrs SOLD
37 CITIGROUP INC -162.0 (-100.0%) -642.0 (-100.0%) 0.00% -0.084 pp 0.00% +0.000 pp USD 3 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 2 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.01% 88.3K 0.60%
2 Vanguard Extended Market ETF VXF 0.00% 329.8K 0.05%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
7.0K
Shares disposed
Cash buys
Cash sales
Net activity
+7,010
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
2026-04-08 Freedman Joseph David Director A-Award A Common Stock 7,010 0.00 371,901 D
2026-04-02 Moe Christopher R. Officer A-Award A Stock Options (Right to Buy) 75,000 2.21 165.8K 75,000 D
2025-12-16 Francis Knuettel II Director A-Award A Common Stock 30,000 0.00 70,000 D
2025-11-26 Freedman Joseph David Director P-Purchase A Common Stock 1,000 1.85 1.9K 364,891 D
2025-11-21 Freedman Joseph David Director P-Purchase A Common Stock 3,000 1.46 4.4K 363,891 D
2025-11-19 Moe Christopher R. Officer P-Purchase A Common Stock 20,000 1.68 33.6K 40,000 D
2025-11-19 Freedman Joseph David Director P-Purchase A Common Stock 7,000 1.62 11.3K 360,891 D
2025-10-10 Liuzza Nicholas Reyland JR Director / Officer / 10% Owner C-Conversion A Common Stock 2,333,629 1.67 3.90M 4,215,177 D
2025-10-02 Romano Stephen Michael Director A-Award A Common Stock 76,463 0.00 76,463 D
2025-10-02 Moe Christopher R. Officer A-Award A Stock Options (Right to Buy) 235,000 0.92 216.6K 235,000 D
2025-10-02 Milton Tiffany Officer A-Award A Stock Options (Right to Buy) 35,000 0.92 32.3K 35,000 D
2025-10-02 Liuzza Nicholas Reyland JR Director / Officer / 10% Owner A-Award A Stock Options (Right to Buy) 50,000 0.92 46.1K 50,000 D
2025-10-02 Freedman Joseph David Director A-Award A Common Stock 157,971 0.00 323,891 D
2025-10-02 Francis Knuettel II Director A-Award A Common Stock 40,000 0.00 40,000 D
2025-10-02 FINNSSON ERIC J. Director A-Award A Common Stock 88,913 0.00 90,901 D
2025-10-02 Caltabiano Joseph Director A-Award A Common Stock 30,000 0.00 128,984 D
2025-09-25 Freedman Joseph David Director P-Purchase A Common Stock 10,000 4.22 42.2K 165,920 D
2025-09-03 Moe Christopher R. Officer P-Purchase A Common Stock 2,429 1.65 4.0K 20,000 D
2025-09-03 Milton Tiffany Officer P-Purchase A Common Stock 10,000 1.59 15.9K 10,003 I
2025-06-17 Freedman Joseph David Director P-Purchase A Common Stock 2,000 0.67 1.3K 146,920 D
2025-06-16 Freedman Joseph David Director P-Purchase A Common Stock 12,208 0.70 8.5K 140,920 D
2025-06-13 Liuzza Nicholas Reyland JR Director / Officer / 10% Owner P-Purchase A Common Stock 400 0.66 263.96 1,880,048 D
2025-05-22 Liuzza Nicholas Reyland JR Director / Officer / 10% Owner P-Purchase A Common Stock 1,000 1.16 1.2K 1,768,048 D
2025-05-21 Liuzza Nicholas Reyland JR Director / Officer / 10% Owner P-Purchase A Common Stock 2,000 1.22 2.4K 1,758,823 D
2025-05-16 Liuzza Nicholas Reyland JR Director / Officer / 10% Owner P-Purchase A Common Stock 500 1.25 623.05 1,730,344 D
2025-05-15 Liuzza Nicholas Reyland JR Director / Officer / 10% Owner P-Purchase A Common Stock 700 1.30 908.95 1,729,844 D
2025-05-14 Francis Knuettel II Director 0 0.00 0
2025-05-08 Liuzza Nicholas Reyland JR Director / Officer / 10% Owner P-Purchase A Common Stock 658 1.50 986.93 1,729,144 D
2025-05-07 Liuzza Nicholas Reyland JR Director / Officer / 10% Owner P-Purchase A Common Stock 675 1.40 944.93 1,727,561 D
2025-05-05 Liuzza Nicholas Reyland JR Director / Officer / 10% Owner P-Purchase A Common Stock 101 1.40 141.40 1,723,644 D
2025-05-02 Liuzza Nicholas Reyland JR Director / Officer / 10% Owner P-Purchase A Common Stock 400 1.35 540.00 1,711,093 D
2025-05-01 Liuzza Nicholas Reyland JR Director / Officer / 10% Owner P-Purchase A Common Stock 100 1.46 146.00 1,699,474 D
2025-04-30 Liuzza Nicholas Reyland JR Director / Officer / 10% Owner P-Purchase A Common Stock 200 1.48 296.00 1,691,811 D
2025-04-29 Liuzza Nicholas Reyland JR Director / Officer / 10% Owner P-Purchase A Common Stock 250 1.50 375.00 1,687,066 D
2025-04-25 Milton Tiffany Officer Common Stock 0 0.00 491 D
2025-04-25 Liuzza Nicholas Reyland JR Director / Officer / 10% Owner P-Purchase A Common Stock 200 1.45 290.50 1,683,116 D
2025-04-23 Liuzza Nicholas Reyland JR Director / Officer / 10% Owner P-Purchase A Common Stock 250 1.34 334.93 1,681,266 D
2025-04-22 Liuzza Nicholas Reyland JR Director / Officer / 10% Owner P-Purchase A Common Stock 100 1.38 138.00 1,677,666 D
2025-04-17 Freedman Joseph David Director P-Purchase A Common Stock 4,749 1.15 5.4K 105,910 D
2025-04-16 Liuzza Nicholas Reyland JR Director / Officer / 10% Owner P-Purchase A Common Stock 8,000 1.15 9.2K 213,716 I
2025-04-16 Freedman Joseph David Director P-Purchase A Common Stock 10,000 1.18 11.8K 95,910 D
2025-03-24 Liuzza Nicholas Reyland JR Director / Officer / 10% Owner A-Award A Series G Convertible Preferred Stock 1,764,706 0.51 900.0K 7,641,488 D
2025-03-20 Liuzza Nicholas Reyland JR Director / Officer / 10% Owner P-Purchase A Common Stock 580 2.43 1.4K 1,662,906 D
2025-03-19 Liuzza Nicholas Reyland JR Director / Officer / 10% Owner P-Purchase A Common Stock 3,000 2.84 8.5K 200,216 I
2025-03-19 Freedman Joseph David Director P-Purchase A Common Stock 2,000 2.47 4.9K 85,910 D
2025-03-18 Freedman Joseph David Director P-Purchase A Common Stock 6,250 2.84 17.7K 83,910 D
2025-03-07 Romano Stephen Michael Director 0 0.00 0
2025-03-07 Liuzza Nicholas Reyland JR Officer C-Conversion A Common Stock 16,330,860 0.50 8.17M 16,379,860 D
2025-03-07 Freedman Joseph David Director C-Conversion A Common Stock 238,418 0.51 121.6K 776,600 D
2025-02-27 Liuzza Nicholas Reyland JR Officer A-Award A Series G Convertible Preferred Stock 196,078 0.51 100.0K 5,876,782 D
2025-02-21 Liuzza Nicholas Reyland JR Officer A-Award A Warrants to Purchase Common Stock 531,528 0.65 345.5K 2,840,352 D
2025-02-17 Liuzza Nicholas Reyland JR Officer A-Award A Series G Convertible Preferred Stock 1,372,549 0.51 700.0K 4,617,647 D
2025-02-10 Liuzza Nicholas Reyland JR Officer A-Award A Series G Convertible Preferred Stock 1,284,314 0.51 655.0K 3,245,098 D
2024-10-07 Freedman Joseph David Director Common Stock 0 0.00 10 D

Executive team

Top executives
EBIT / Employee
-2.2K
Shares Outstanding
9.05M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Geoffrey Gwin Former Chief Executive Officer and Chief Financial Officer 350.0K 190.0K 232.0K 772.0K 30.05%
2 2023 Geoffrey Gwin Former Chief Executive Officer and Chief Financial Officer 250.0K 250.0K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-08-18 DEFA14A
2025-08-18 DEF 14A
2025-08-07 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 SC 13G/A
2026-05-04 SC 13G
2026-05-01 4
2026-04-21 8-K
2026-04-09 4
2026-03-31 10-K
2026-03-30 8-K
2026-03-20 8-K
2026-03-13 8-K
2026-03-12 8-K

Executive team

NameTitleCompensationGender
Tiffany Milton Chief Accounting Officer 237.6K female
Christopher R. Moe Chief Financial Officer 180.0K male
Jessica N. Kennedy Chief Operating Officer 135.0K female
Nicholas R. Liuzza Jr. CEO & Director 30.0K male
Cameron Slabosz Chief Technology Officer male
Jason Johnson Chief Marketing Officer male
ESG Rating
B
BEVERAGES - WINERIES & DISTILLERIES
Rank: 3 out of 13
2025
E (Environmental)
66.0 / 60.1
Company / Sector avg.
S (Social)
63.8 / 60.1
Company / Sector avg.
G (Governance)
60.8 / 68.6
Company / Sector avg.
ESG Total
63.5 / 63.0
Company / Sector avg.
ESG Score History BEVERAGES - WINERIES & DISTILLERIES
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