biote Corp. (BTMD)
Irving, TX, US
Biote Corp. is dedicated to supporting and developing medical practices that focus on hormone optimization. The company provides a comprehensive system for its Biote-certified healthcare professionals, enabling them to correct imbalances in patients' hormone, vitamin, and mineral levels. This includes authorizing the prescription of bioidentical hormone treatments and suggesting suitable dietary supplements. Furthermore, Biote offers its own line of branded nutritional supplements and supplies sterile kits for inserting hormone pellets for both male and female individuals. Founded in 2011, Biote Corp. is based in Irvine, Texas.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.38% | +5.24% | +38.99% | +5.74% | -16.29% | -15.00% | -44.61% | -62.61% | -78.12% | -78.01% | -78.01% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 4 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
4.00
+77.8%
|
| Last Quarter | 2 |
3.25
+44.4%
|
| Last Year | 3 |
3.83
+70.2%
|
| All Time | 5 |
5.75
+155.6%
|
-
Revenue growth Medical - Care Facilities: +10.2%-2.5% Q1'26: -8.3% (vs Q1'25)
-
EPS growth Medical - Care Facilities: +19.2%+703.5% ★ Q1'26: -82.9% (vs Q1'25)
-
FCF margin FCF growth · Medical - Care Facilities: +32.0%+5.4% Q1'26: +7.9% (vs Q1'25)
-
EBIT margin Medical - Care Facilities: +11.3%+18.5% ★ Q1'26: +7.0% (vs Q1'25)
-
ROIC Medical - Care Facilities: +6.8%+84.4% ★ Q1'26: +18.4% (vs Q1'25)
-
Share dilution Medical - Care Facilities: +0.0%+7.0% Q1'26: -2.6% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Care Facilities: 0.99×2.80× Q1'26: 6.54× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 4 Rev. Ana. 1 EPS Ana. |
Dec 2027 4 Rev. Ana. 1 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
Dec 2029 1 Rev. Ana. 1 EPS Ana. |
Dec 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|
| Revenue |
164.96M
est: 164.30M (+0.4%)
|
185.36M
est: 187.23M (-1.0%)
|
197.19M
est: 198.56M (-0.7%)
|
192.22M
est: 191.65M (+0.3%)
|
190.80M
190.39M – 191.26M
-0.4% YoY
|
203.57M
202.58M – 205.16M
+6.7% YoY
|
216.00M
214.31M – 217.67M
+6.1% YoY
|
230.00M
228.20M – 231.78M
+6.5% YoY
|
243.00M
241.10M – 244.88M
+5.7% YoY
|
| EBITDA |
7.96M
est: 28.95M (-72.5%)
|
39.54M
est: 30.06M (+31.5%)
|
15.59M
est: 31.88M (-51.1%)
|
39.22M
est: 30.77M (+27.5%)
|
30.63M
30.57M – 30.71M
-0.4% YoY
|
32.68M
32.53M – 32.94M
+6.7% YoY
|
34.68M
34.41M – 34.95M
+6.1% YoY
|
36.93M
36.64M – 37.21M
+6.5% YoY
|
39.01M
38.71M – 39.32M
+5.7% YoY
|
| EBIT |
5.76M
est: 27.13M (-78.8%)
|
38.75M
est: 27.63M (+40.2%)
|
12.02M
est: 29.30M (-59.0%)
|
35.55M
est: 28.28M (+25.7%)
|
28.16M
28.10M – 28.23M
-0.4% YoY
|
30.04M
29.90M – 30.28M
+6.7% YoY
|
31.88M
31.63M – 32.12M
+6.1% YoY
|
33.94M
33.68M – 34.21M
+6.5% YoY
|
35.86M
35.58M – 36.14M
+5.7% YoY
|
| Net Income |
-969.0K
est: 58.10M (-101.7%)
|
3.32M
est: 7.58M (-56.3%)
|
3.16M
est: 8.20M (-61.5%)
|
27.05M
est: 24.38M (+10.9%)
|
9.69M
6.52M – 13.81M
-60.3% YoY
|
6.16M
6.08M – 20.13M
-36.4% YoY
|
22.37M
22.14M – 22.59M
+263.3% YoY
|
23.83M
23.59M – 24.07M
+6.6% YoY
|
25.30M
25.04M – 25.55M
+6.2% YoY
|
| SGA |
171.10M
est: 75.26M (+127.3%)
|
—
est: 93.58M (-100.0%)
|
107.45M
est: 99.24M (+8.3%)
|
101.81M
est: 95.79M (+6.3%)
|
95.36M
95.16M – 95.59M
-0.4% YoY
|
101.74M
101.25M – 102.54M
+6.7% YoY
|
107.95M
107.11M – 108.79M
+6.1% YoY
|
114.95M
114.05M – 115.84M
+6.5% YoY
|
121.45M
120.50M – 122.39M
+5.7% YoY
|
| EPS |
0.16
est: 1.71 (-90.6%)
|
0.13
est: 0.21 (-37.1%)
|
0.09
est: 0.23 (-60.3%)
|
0.86
est: 0.67 (+29.3%)
|
0.28
0.18 – 0.38
-57.5% YoY
|
0.36
0.17 – 0.55
+28.3% YoY
|
0.61
0.60 – 0.62
+68.3% YoY
|
0.65
0.64 – 0.66
+6.6% YoY
|
0.69
0.68 – 0.70
+6.2% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-16 | Truist Securities | Buy | Buy | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-05 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-04 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-01 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-30 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-29 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-28 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-27 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-24 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-23 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-22 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-21 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-20 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-17 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-16 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Andrew R. Heyer | 7.94M | 20.00% | — | 7.94M | — | 7.94M | IN | — | 2022-02-11 | ↗ |
| 2 | Haymaker Sponsor III LLC | 7.94M | 20.00% | 7.94M | — | 7.94M | — | OO | — | 2022-02-11 | ↗ |
| 3 | Steven J. Heyer | 7.94M | 20.00% | — | 7.94M | — | 7.94M | IN | — | 2022-02-11 | ↗ |
| 4 | Guines LLC | 3.40M | 17.00% | — | 3.40M | — | 3.40M | OO | Delaware | 2023-02-17 | ↗ |
| 5 | Richard Barrera | 3.40M | 17.00% | — | 3.40M | — | 3.40M | HC, IN | Delaware | 2023-02-17 | ↗ |
| 6 | Roystone Capital Holdings LLC | 3.40M | 17.00% | — | 3.40M | — | 3.40M | OO | Delaware | 2023-02-17 | ↗ |
| 7 | Roystone Capital Management LP | 3.40M | 17.00% | — | 3.40M | — | 3.40M | IA | Delaware | 2023-02-17 | ↗ |
| 8 | Glazer Capital, LLC | 2.94M | 9.26% | — | 2.94M | — | — | IA, OO | State of Delaware | 2022-02-14 | ↗ |
| 9 | Paul J. Glazer | 2.94M | 9.26% | — | 2.94M | — | — | IN | United States | 2022-02-14 | ↗ |
| 10 | (1) BlackRock, Inc. | 1.73M | 5.30% | 1.72M | — | 1.73M | — | HC | Delaware | 2024-11-08 | ↗ |
| 11 | BANDERA PARTNERS LLC | 1.67M | 7.20% | — | — | 1.67M | — | IA, OO | DELAWARE | 2023-06-13 | ↗ |
| 12 | GREGORY BYLINSKY | 1.67M | 7.20% | — | — | — | 1.67M | HC, IN | DELAWARE | 2023-06-13 | ↗ |
| 13 | JEFFERSON GRAMM | 1.67M | 7.20% | — | — | — | 1.67M | HC, IN | DELAWARE | 2023-06-13 | ↗ |
| 14 | BlueCrest Capital Management Limited | 1.59M | 5.00% | — | 1.59M | — | 1.59M | OO | Jersey, Channel Islands | 2022-04-29 | ↗ |
| 15 | Michael Platt | 1.59M | 5.00% | — | 1.59M | — | 1.59M | HC, IN | Jersey, Channel Islands | 2022-04-29 | ↗ |
| 16 | Boston Partners | 988.5K | 10.66% | 988.5K | — | 988.5K | — | IA | Delaware | 2023-02-07 | ↗ |
| 17 | EJF Capital LLC | 901.6K | 2.80% | — | 901.6K | — | 901.6K | IA | Delaware | 2021-03-11 | ↗ |
| 18 | Emanuel J. Friedman | 901.6K | 2.80% | — | 901.6K | — | 901.6K | IN | Delaware | 2021-03-11 | ↗ |
| 19 | EJF Debt Opportunities GP, LLC | 839.4K | 2.60% | — | 839.4K | — | 839.4K | OO | Delaware | 2021-03-11 | ↗ |
| 20 | EJF Debt Opportunities Master Fund, L.P. | 839.4K | 2.60% | — | 839.4K | — | 839.4K | PN | Delaware | 2021-03-11 | ↗ |
| 21 | Ben Levine | 795.8K | 8.00% | — | 795.8K | — | 795.8K | HC, IN | Cayman Islands | 2022-10-12 | ↗ |
| 22 | LMR Partners AG | 795.8K | 8.00% | — | 795.8K | — | 795.8K | IA, CO | Cayman Islands | 2022-10-12 | ↗ |
| 23 | LMR Partners LLC | 795.8K | 8.00% | — | 795.8K | — | 795.8K | IA, OO | Cayman Islands | 2022-10-12 | ↗ |
| 24 | LMR Partners LLP | 795.8K | 8.00% | — | 795.8K | — | 795.8K | IA, PN | Cayman Islands | 2022-10-12 | ↗ |
| 25 | LMR Partners Limited | 795.8K | 8.00% | — | 795.8K | — | 795.8K | IA, CO | Cayman Islands | 2022-10-12 | ↗ |
| 26 | Stefan Renold | 795.8K | 8.00% | — | 795.8K | — | 795.8K | HC, IN | Cayman Islands | 2022-10-12 | ↗ |
| 27 | LMR CCSA Master Fund Ltd | 397.9K | 4.20% | — | 397.9K | — | 397.9K | CO | Cayman Islands | 2022-10-12 | ↗ |
| 28 | LMR Master Fund Ltd | 397.9K | 4.20% | — | 397.9K | — | 397.9K | CO | Cayman Islands | 2022-10-12 | ↗ |
| 29 | EJF SPAC Investments Fund LP | 23.9K | 0.10% | — | 23.9K | — | 23.9K | PN | Delaware | 2021-03-11 | ↗ |
| 30 | EJF SPAC Investments GP LLC | 23.9K | 0.10% | — | 23.9K | — | 23.9K | OO | Delaware | 2021-03-11 | ↗ |
| 31 | EJF Tactical Opportunities Fund LP | 14.3K | 0.04% | — | 14.3K | — | 14.3K | PN | Delaware | 2021-03-11 | ↗ |
| 32 | EJF Tactical Opportunities GP LLC | 14.3K | 0.04% | — | 14.3K | — | 14.3K | PN | Delaware | 2021-03-11 | ↗ |
| 33 | EJF Debt Opportunities II GP, LLC | — | 0.00% | — | — | — | — | OO | Delaware | 2021-03-11 | ↗ |
| 34 | EJF Debt Opportunities Master Fund II, LP | — | 0.00% | — | — | — | — | PN | Delaware | 2021-03-11 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | 325 CAPITAL LLC | 4.55M +— (+0.0%) | 11.83M -1.8M (-13.3%) | 14.52% +0.103 pp | 4.14% -0.003 pp | USD6.31 -58.8% | 12 qtrs — |
| 2 | BANDERA PARTNERS LLC | 2.28M +— (+0.0%) | 5.94M -913.5K (-13.3%) | 7.29% +0.052 pp | 2.67% -0.334 pp | USD6.68 -61.1% | 11 qtrs — |
| 3 | BLACKROCK, INC. | 1.77M +26.2K (+1.5%) | 4.60M -629.0K (-12.0%) | 5.65% +0.123 pp | 0.00% +0.000 pp | USD5.51 -52.8% | 6 qtrs — |
| 4 | VANGUARD GROUP INC | 1.44M +17.8K (+1.2%) | 3.76M -524.5K (-12.3%) | 4.61% +0.089 pp | 0.00% +0.000 pp | USD6.11 -57.4% | 12 qtrs — |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 620.3K +8.0K (+1.3%) | 1.61M -224.1K (-12.2%) | 1.98% +0.040 pp | 0.00% +0.000 pp | USD6.06 -57.1% | 12 qtrs — |
| 6 | ACADIAN ASSET MANAGEMENT LLC | 620.8K -73.8K (-10.6%) | 1.61M -467.0K (-22.5%) | 1.98% -0.220 pp | 0.00% -0.001 pp | USD5.33 -51.2% | 10 qtrs — |
| 7 | STATE STREET CORP | 600.1K +88.4K (+17.3%) | 1.56M +25.2K (+1.6%) | 1.92% +0.294 pp | 0.00% +0.000 pp | USD5.95 -56.3% | 11 qtrs — |
| 8 | DIMENSIONAL FUND ADVISORS LP | 567.5K +285.0 (+0.1%) | 1.48M -226.1K (-13.3%) | 1.81% +0.014 pp | 0.00% 0.000 pp | USD7.14 -63.6% | 10 qtrs — |
| 9 | GLOBEFLEX CAPITAL L P | 272.4K +— (+0.0%) | 708.2K -109.0K (-13.3%) | 0.87% +0.006 pp | 0.11% -0.017 pp | USD5.58 -53.4% | 6 qtrs — |
| 10 | NORTHERN TRUST CORP | 258.1K -9.3K (-3.5%) | 671.1K -131.0K (-16.3%) | 0.82% -0.024 pp | 0.00% +0.000 pp | USD5.95 -56.3% | 12 qtrs — |
| 11 | RICE HALL JAMES & ASSOCIATES, LLC | 240.8K +13.8K (+6.1%) | 626.2K -54.9K (-8.1%) | 0.77% +0.049 pp | 0.03% -0.003 pp | USD3.49 -25.5% | 3 qtrs — |
| 12 | MORGAN STANLEY | 239.7K +56.8K (+31.1%) | 623.3K +74.6K (+13.6%) | 0.77% +0.186 pp | 0.00% +0.000 pp | USD4.34 -40.1% | 15 qtrs — |
| 13 | RENAISSANCE TECHNOLOGIES LLC | 203.6K +10.9K (+5.7%) | 529.3K -48.7K (-8.4%) | 0.65% +0.039 pp | 0.00% +0.000 pp | USD6.18 -57.9% | 12 qtrs — |
| 14 | STRS OHIO | 166.3K +56.1K (+50.9%) | 432.4K +101.8K (+30.8%) | 0.53% +0.182 pp | 0.00% +0.000 pp | USD4.64 -44.0% | 5 qtrs — |
| 15 | SENTINUS, LLC | 146.3K +146.3K (+100.0%) | 380.3K +380.3K (+100.0%) | 0.47% +0.467 pp | 0.04% +0.037 pp | USD2.60 +0.0% | 1 qtrs NEW |
| 16 | PERRITT CAPITAL MANAGEMENT INC | 146.3K +6.0K (+4.3%) | 380.3K -40.5K (-9.6%) | 0.47% +0.022 pp | 0.64% +0.436 pp | USD5.09 -48.9% | 6 qtrs — |
| 17 | GOLDMAN SACHS GROUP INC | 105.5K +21.7K (+25.9%) | 274.3K +23.0K (+9.1%) | 0.34% +0.071 pp | 0.00% +0.000 pp | USD5.08 -48.8% | 12 qtrs — |
| 18 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 103.4K -17.7K (-14.6%) | 268.7K -94.4K (-26.0%) | 0.33% -0.054 pp | 0.01% -0.002 pp | USD3.73 -30.3% | 4 qtrs — |
| 19 | WINTON GROUP LTD | 101.3K -1.6K (-1.6%) | 263.4K -45.4K (-14.7%) | 0.32% -0.003 pp | 0.01% -0.003 pp | USD3.00 -13.3% | 2 qtrs — |
| 20 | JACOBS LEVY EQUITY MANAGEMENT, INC | 98.6K -44.1K (-30.9%) | 256.4K -171.8K (-40.1%) | 0.31% -0.138 pp | 0.00% -0.001 pp | USD7.04 -63.1% | 7 qtrs — |
| 21 | CITADEL ADVISORS LLC | 84.4K +84.4K (+100.0%) | 219.3K +219.3K (+100.0%) | 0.27% +0.269 pp | 0.00% +0.000 pp | USD2.60 +0.0% | 7 qtrs — |
| 22 | BARCLAYS PLC | 82.9K +5.7K (+7.4%) | 215.6K -215.1K (-49.9%) | 0.26% +0.020 pp | 0.00% 0.000 pp | USD5.29 -50.9% | 11 qtrs — |
| 23 | BANK OF NEW YORK MELLON CORP | 78.5K -36.3K (-31.6%) | 204.0K -140.2K (-40.7%) | 0.25% -0.113 pp | 0.00% +0.000 pp | USD5.99 -56.6% | 11 qtrs — |
| 24 | LOS ANGELES CAPITAL MANAGEMENT LLC | 69.7K -76.9K (-52.5%) | 193.6K -245.9K (-55.9%) | 0.22% -0.242 pp | 0.00% -0.001 pp | USD3.37 -22.8% | 4 qtrs — |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 72.8K +— (+0.0%) | 189.3K -29.1K (-13.3%) | 0.23% +0.002 pp | 0.00% +0.000 pp | USD6.71 -61.3% | 11 qtrs — |
| 26 | MAN GROUP PLC | 72.0K +1.6K (+2.3%) | 187.3K -23.9K (-11.3%) | 0.23% +0.007 pp | 0.00% +0.000 pp | USD3.78 -31.2% | 4 qtrs — |
| 27 | BANK OF AMERICA CORP /DE/ | 55.8K +10.8K (+24.0%) | 145.1K +10.1K (+7.5%) | 0.18% +0.036 pp | 0.00% +0.000 pp | USD5.14 -49.4% | 13 qtrs — |
| 28 | GDS WEALTH MANAGEMENT | 42.8K +— (+0.0%) | 111.3K -17.1K (-13.3%) | 0.14% +0.001 pp | 0.01% -0.002 pp | USD7.40 -64.9% | 7 qtrs — |
| 29 | NUVEEN, LLC | 36.5K +— (+0.0%) | 94.8K -14.6K (-13.3%) | 0.12% +0.001 pp | 0.00% +0.000 pp | USD3.33 -21.9% | 4 qtrs — |
| 30 | RHUMBLINE ADVISERS | 36.2K -3.5K (-8.8%) | 94.2K -25.0K (-21.0%) | 0.12% -0.010 pp | 0.00% +0.000 pp | USD6.46 -59.8% | 11 qtrs — |
| 31 | AQR CAPITAL MANAGEMENT LLC | 34.7K -31.0K (-47.2%) | 90.1K -106.7K (-54.2%) | 0.11% -0.097 pp | 0.00% 0.000 pp | USD3.94 -34.0% | 4 qtrs — |
| 32 | WELLS FARGO & COMPANY/MN | 32.5K +11.4K (+54.3%) | 84.4K +21.3K (+33.7%) | 0.10% +0.037 pp | 0.00% +0.000 pp | USD4.44 -41.4% | 13 qtrs — |
| 33 | HERON BAY CAPITAL MANAGEMENT | 31.9K +14.5K (+83.2%) | 82.9K +30.7K (+58.8%) | 0.10% +0.047 pp | 0.02% +0.006 pp | USD3.38 -23.1% | 3 qtrs — |
| 34 | XTX TOPCO LTD | 27.3K +579.0 (+2.2%) | 71.0K -9.2K (-11.5%) | 0.09% +0.003 pp | 0.00% -0.002 pp | USD3.62 -28.2% | 3 qtrs — |
| 35 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 22.9K -9.3K (-28.8%) | 59.6K -37.0K (-38.3%) | 0.07% -0.029 pp | 0.00% 0.000 pp | USD3.45 -24.6% | 4 qtrs — |
| 36 | AMERIPRISE FINANCIAL INC | 21.6K +— (+0.0%) | 56.2K -8.6K (-13.3%) | 0.07% +0.001 pp | 0.00% +0.000 pp | USD6.11 -57.4% | 7 qtrs — |
| 37 | CITIGROUP INC | 20.1K +16.7K (+489.2%) | 52.2K +42.0K (+410.6%) | 0.06% +0.053 pp | 0.00% +0.000 pp | USD3.16 -17.7% | 12 qtrs — |
| 38 | DEUTSCHE BANK AG\ | 19.9K +19.9K (+46,220.9%) | 51.8K +51.7K (+40,045.0%) | 0.06% +0.063 pp | 0.00% +0.000 pp | USD2.61 -0.4% | 7 qtrs — |
| 39 | MARINER, LLC | 17.9K +54.0 (+0.3%) | 46.5K -7.0K (-13.1%) | 0.06% +0.001 pp | 0.00% +0.000 pp | USD3.33 -21.9% | 4 qtrs — |
| 40 | FMR LLC | 17.7K +16.4K (+1,307.6%) | 46.0K +42.3K (+1,119.9%) | 0.06% +0.053 pp | 0.00% +0.000 pp | USD2.69 -3.3% | 11 qtrs — |
| 41 | ABEL HALL, LLC | 17.4K +17.4K (+100.0%) | 45.3K +45.3K (+100.0%) | 0.06% +0.056 pp | 0.01% +0.011 pp | USD2.60 +0.0% | 1 qtrs NEW |
| 42 | JPMORGAN CHASE & CO | 17.2K +428.0 (+2.6%) | 44.7K -5.6K (-11.1%) | 0.05% +0.002 pp | 0.00% +0.000 pp | USD6.14 -57.7% | 11 qtrs — |
| 43 | UBS GROUP AG | 15.7K -7.7K (-32.8%) | 40.8K -29.2K (-41.8%) | 0.05% -0.024 pp | 0.00% +0.000 pp | USD4.76 -45.4% | 14 qtrs — |
| 44 | MARSHALL WACE, LLP | 15.4K +15.4K (+100.0%) | 40.0K +40.0K (+100.0%) | 0.05% +0.049 pp | 0.00% +0.000 pp | USD2.60 +0.0% | 5 qtrs — |
| 45 | MILLENNIUM MANAGEMENT LLC | 15.3K +15.3K (+100.0%) | 39.7K +39.7K (+100.0%) | 0.05% +0.049 pp | 0.00% +0.000 pp | USD2.60 +0.0% | 15 qtrs — |
| 46 | PRICE T ROWE ASSOCIATES INC /MD/ | 14.8K +— (+0.0%) | 39.0K -6.0K (-13.3%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD5.58 -53.4% | 5 qtrs — |
| 47 | QUADRATURE CAPITAL LTD | 14.8K +14.8K (+100.0%) | 38.4K +38.4K (+100.0%) | 0.05% +0.047 pp | 0.00% +0.000 pp | USD2.60 +0.0% | 3 qtrs — |
| 48 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14.2K +14.2K (+100.0%) | 37.0K +37.0K (+100.0%) | 0.05% +0.045 pp | 0.00% +0.000 pp | USD2.60 +0.0% | 5 qtrs — |
| 49 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 14.0K +440.0 (+3.3%) | 36.3K -4.3K (-10.5%) | 0.04% +0.002 pp | 0.00% +0.000 pp | USD6.13 -57.6% | 7 qtrs — |
| 50 | INTECH INVESTMENT MANAGEMENT LLC | 13.7K +314.0 (+2.3%) | 35.6K -4.5K (-11.3%) | 0.04% +0.001 pp | 0.00% +0.000 pp | USD4.94 -47.4% | 5 qtrs — |
| 51 | OCCUDO QUANTITATIVE STRATEGIES LP | 13.7K -6.7K (-32.8%) | 35.5K -25.5K (-41.8%) | 0.04% -0.021 pp | 0.00% -0.005 pp | USD3.00 -13.3% | 2 qtrs — |
| 52 | ALLIANCEBERNSTEIN L.P. | 13.4K +— (+0.0%) | 34.8K -5.3K (-13.3%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD6.79 -61.7% | 7 qtrs — |
| 53 | FRANKLIN RESOURCES INC | 13.3K -6.0K (-31.0%) | 34.5K -5.1M (-99.3%) | 0.04% -0.019 pp | 0.00% -0.001 pp | USD3.00 -13.3% | 2 qtrs — |
| 54 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 95.00 -905.0 (-90.5%) | 34.2K +31.2K (+1,040.4%) | 0.00% -0.003 pp | 0.00% +0.000 pp | USD7.39 -64.8% | 7 qtrs — |
| 55 | ZWJ INVESTMENT COUNSEL INC | 12.7K +— (+0.0%) | 33.1K -5.1K (-13.3%) | 0.04% +0.000 pp | 0.00% 0.000 pp | USD5.12 -49.2% | 10 qtrs — |
| 56 | FIRST HEARTLAND CONSULTANTS, INC. | 12.5K +— (+0.0%) | 32.5K -5.0K (-13.3%) | 0.04% +0.000 pp | 0.00% -0.001 pp | USD4.02 -35.3% | 3 qtrs — |
| 57 | LPL FINANCIAL LLC | 12.3K +12.3K (+100.0%) | 32.0K +32.0K (+100.0%) | 0.04% +0.039 pp | 0.00% +0.000 pp | USD2.60 +0.0% | 1 qtrs NEW |
| 58 | LAZARD ASSET MANAGEMENT LLC | 11.7K -312.0 (-2.6%) | 30.4K -5.6K (-15.6%) | 0.04% -0.001 pp | 0.00% +0.000 pp | USD6.18 -57.9% | 5 qtrs — |
| 59 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 11.1K +— (+0.0%) | 28.9K -4.4K (-13.3%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD4.55 -42.9% | 5 qtrs — |
| 60 | NEW YORK STATE COMMON RETIREMENT FUND | 8.4K +— (+0.0%) | 21.9K -3.4K (-13.3%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD6.76 -61.5% | 11 qtrs — |
| 61 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 7.3K +— (+0.0%) | 18.9K -2.9K (-13.3%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD6.18 -57.9% | 7 qtrs — |
| 62 | BNP PARIBAS ARBITRAGE, SNC | 6.0K +816.0 (+15.7%) | 15.7K +36.0 (+0.2%) | 0.02% +0.003 pp | 0.00% +0.000 pp | USD4.22 -38.4% | 5 qtrs — |
| 63 | RUSSELL INVESTMENTS GROUP, LTD. | 4.5K -14.2K (-76.0%) | 11.6K -44.4K (-79.2%) | 0.01% -0.045 pp | 0.00% 0.000 pp | USD3.44 -24.4% | 6 qtrs — |
| 64 | TOWER RESEARCH CAPITAL LLC (TRC) | 4.0K -1.6K (-28.9%) | 10.4K -6.5K (-38.4%) | 0.01% -0.005 pp | 0.00% 0.000 pp | USD3.55 -26.8% | 12 qtrs — |
| 65 | PRIVATE WEALTH ASSET MANAGEMENT, LLC | 3.9K +1.4K (+56.0%) | 10.1K +2.6K (+35.2%) | 0.01% +0.005 pp | 0.00% +0.000 pp | USD3.17 -18.0% | 4 qtrs — |
| 66 | ROYAL BANK OF CANADA | 2.8K -9.1K (-76.5%) | 8.0K -28.0K (-77.8%) | 0.01% -0.029 pp | 0.00% +0.000 pp | USD6.10 -57.4% | 12 qtrs — |
| 67 | LEGAL & GENERAL GROUP PLC | 3.0K +— (+0.0%) | 7.8K -1.2K (-13.3%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD6.82 -61.9% | 11 qtrs — |
| 68 | AMERITAS INVESTMENT PARTNERS, INC. | 2.6K +— (+0.0%) | 6.9K -1.1K (-13.3%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD7.12 -63.5% | 11 qtrs — |
| 69 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1.8K -166.0 (-8.5%) | 4.7K -1.2K (-20.7%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD6.94 -62.5% | 11 qtrs — |
| 70 | GAMMA INVESTING LLC | 1.7K +1.7K (+100.0%) | 4.5K +4.5K (+100.0%) | 0.01% +0.006 pp | 0.00% +0.000 pp | USD2.60 +0.0% | 1 qtrs NEW |
| 71 | CWM, LLC | 1.6K -2.5K (-60.8%) | 4.0K -8.0K (-66.7%) | 0.01% -0.008 pp | 0.00% +0.000 pp | USD4.00 -35.0% | 5 qtrs — |
| 72 | STERLING CAPITAL MANAGEMENT LLC | 1.5K +36.0 (+2.5%) | 3.8K -480.0 (-11.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD3.41 -23.8% | 6 qtrs — |
| 73 | ADVISOR GROUP HOLDINGS, INC. | 1.3K +1.1K (+550.0%) | 3.4K +2.8K (+465.2%) | 0.00% +0.004 pp | 0.00% +0.000 pp | USD2.82 -7.8% | 3 qtrs — |
| 74 | NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 1.0K +— (+0.0%) | 2.6K -400.0 (-13.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD3.00 -13.3% | 2 qtrs — |
| 75 | PNC FINANCIAL SERVICES GROUP, INC. | 815.00 +378.0 (+86.5%) | 2.1K +808.0 (+61.6%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD3.36 -22.6% | 3 qtrs — |
| 76 | AMALGAMATED BANK | 916.00 -13.0 (-1.4%) | 2.0K -1.0K (-33.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD5.07 -48.7% | 11 qtrs — |
| 77 | GLOBAL RETIREMENT PARTNERS, LLC | 500.00 -978.0 (-66.2%) | 1.3K -3.1K (-70.7%) | 0.00% -0.003 pp | 0.00% 0.000 pp | USD4.02 -35.3% | 3 qtrs — |
| 78 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 480.00 +— (+0.0%) | 1.2K -192.0 (-13.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD3.00 -13.3% | 2 qtrs — |
| 79 | OPTIVER HOLDING B.V. | 480.00 +— (+0.0%) | 1.2K -192.0 (-13.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD3.00 -13.3% | 2 qtrs — |
| 80 | EVERSOURCE WEALTH ADVISORS, LLC | 49.00 -6.0 (-10.9%) | 128.00 -37.0 (-22.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD4.29 -39.4% | 5 qtrs — |
| 81 | TRUE WEALTH DESIGN, LLC | 41.00 +17.0 (+70.8%) | 107.00 +35.0 (+48.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD3.34 -22.2% | 4 qtrs — |
| 82 | SBI SECURITIES CO., LTD. | 20.00 +15.0 (+300.0%) | 52.00 +37.0 (+246.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD3.40 -23.5% | 5 qtrs — |
| 83 | ROTHSCHILD INVESTMENT LLC | 6.00 +6.0 (+100.0%) | 16.00 +16.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD2.50 +4.0% | 1 qtrs NEW |
| 84 | IFP ADVISORS, INC | 3.00 +— (+0.0%) | 8.00 -1.0 (-11.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD3.00 -13.3% | 5 qtrs — |
| 85 | ALLWORTH FINANCIAL LP | 3.00 +3.0 (+100.0%) | 8.00 +8.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD2.33 +11.6% | 3 qtrs — |
| 86 | FISHER ASSET MANAGEMENT, LLC | — -10.0K (-100.0%) | — -30.0K (-100.0%) | 0.00% -0.032 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 87 | ROYCE & ASSOCIATES LP | — -13.3K (-100.0%) | — -39.8K (-100.0%) | 0.00% -0.042 pp | 0.00% 0.000 pp | USD— | 8 qtrs SOLD |
| 88 | JANE STREET GROUP, LLC | — -49.4K (-100.0%) | — -148.3K (-100.0%) | 0.00% -0.157 pp | 0.00% +0.000 pp | USD— | 3 qtrs SOLD |
| 89 | SANDERS MORRIS HARRIS LLC | — -84.6K (-100.0%) | — -253.8K (-100.0%) | 0.00% -0.268 pp | 0.00% -0.034 pp | USD— | 7 qtrs SOLD |
| 90 | SEI INVESTMENTS CO | — -12.7K (-100.0%) | — -38.2K (-100.0%) | 0.00% -0.040 pp | 0.00% +0.000 pp | USD— | 6 qtrs SOLD |
| 91 | SHERBROOKE PARK ADVISERS LLC | — -21.0K (-100.0%) | — -63.0K (-100.0%) | 0.00% -0.067 pp | 0.00% -0.029 pp | USD— | 6 qtrs SOLD |
| 92 | SQUAREPOINT OPS LLC | — -16.2K (-100.0%) | — -48.6K (-100.0%) | 0.00% -0.051 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 93 | SRS CAPITAL ADVISORS, INC. | — -1.1K (-100.0%) | — -3.3K (-100.0%) | 0.00% -0.004 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 94 | STONE HOUSE INVESTMENT MANAGEMENT, LLC | — -1.0K (-100.0%) | — -3.0K (-100.0%) | 0.00% -0.003 pp | 0.00% -0.001 pp | USD— | 7 qtrs SOLD |
| 95 | CLEARSTEAD ADVISORS, LLC | — -6.0 (-100.0%) | — -18.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 3 qtrs SOLD |
| 96 | SUNBELT SECURITIES, INC. | — -14.0 (-100.0%) | — -42.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 97 | HILLSDALE INVESTMENT MANAGEMENT INC. | — -2.5K (-100.0%) | — -7.5K (-100.0%) | 0.00% -0.008 pp | 0.00% 0.000 pp | USD— | 5 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Applied Finance IVS US SMID ETF IVSS | 0.03% | 3.9K | 0.59% |
| 2 | iShares Micro-Cap ETF IWC | 0.02% | 231.7K | 0.60% |
| 3 | U.S. Micro Cap Portfolio ETF DFMC | 0.00% | 305.1K | 0.43% |
| 4 | Vanguard Russell 2000 Value ETF VTWV | 0.00% | 26.0K | 0.06% |
| 5 | Vanguard Russell 2000 ETF VTWO | 0.00% | 283.4K | 0.06% |
| 6 | Vanguard Russell 2000 Growth ETF VTWG | 0.00% | 16.7K | 0.06% |
| 7 | Dimensional - US Small Cap ETF DFAS | 0.00% | 134.7K | 0.26% |
| 8 | Vanguard Extended Market ETF VXF | 0.00% | 486.0K | 0.05% |
| 9 | Vanguard Russell 3000 ETF VTHR | 0.00% | 4.7K | 0.06% |
| 10 | Vanguard U.S. Total Market Index ETF VUN.TO | 0.00% | 9.7K | 0.17% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | Monico Daniel Michael | Officer | A-Award | A | Employee Stock Option (Right to Buy) | 88,800 | 2.19 | 194.5K | 88,800 | D | ↗ |
| 2026-04-27 | Monico Daniel Michael | Officer | — | — | Class A Common Stock | 0 | 0.00 | — | 1 | D | ↗ |
| 2026-04-01 | Peterson Robert Charles | Officer | A-Award | A | Employee Stock Option (Right to Buy) | 107,169 | 1.43 | 153.3K | 107,169 | D | ↗ |
| 2026-04-01 | Christensen Bret | Director / Officer | A-Award | A | Employee Stock Option (Right to Buy) | 441,653 | 1.43 | 631.6K | 441,653 | D | ↗ |
| 2025-06-09 | Barrera Richard R | Director / 10% Owner | A-Award | A | Stock Option (right to buy) | 150,439 | 3.93 | 591.2K | 150,439 | D | ↗ |
| 2025-05-13 | MORRIS DEBRA L | Director | M-Exempt | D | Deferred Settlement RSU | 11,045 | 0.00 | — | 0 | D | ↗ |
| 2025-05-13 | Jacoby Dana Lynn | Director | M-Exempt | A | Class A Common Stock | 12,994 | 0.00 | — | 63,964 | D | ↗ |
| 2025-05-13 | HEYER STEVEN J | Director | A-Award | A | Stock Option (Right to Buy) | 104,547 | 3.91 | 408.8K | 104,547 | D | ↗ |
| 2025-05-13 | HEYER ANDREW R | Director | A-Award | A | Deferred Settlement RSU | 20,687 | 0.00 | — | 46,123 | D | ↗ |
| 2025-05-13 | Cone Stephen Mark | Director | A-Award | A | Deferred Settlement RSU | 17,989 | 0.00 | — | 38,341 | D | ↗ |
| 2025-05-07 | Guines LLC | 10% Owner | P-Purchase | A | Class A common stock, par value $0.0001 per share | 11,677 | 3.35 | 39.1K | 4,622,748 | I | ↗ |
| 2025-05-06 | Guines LLC | 10% Owner | P-Purchase | A | Class A common stock, par value $0.0001 per share | 436,037 | 3.26 | 1.42M | 4,611,071 | I | ↗ |
| 2025-04-30 | Guines LLC | 10% Owner | P-Purchase | A | Class A common stock, par value $0.0001 per share | 1,933 | 3.30 | 6.4K | 4,175,034 | I | ↗ |
| 2025-04-21 | Guines LLC | 10% Owner | P-Purchase | A | Class A common stock, par value $0.0001 per share | 8,801 | 3.27 | 28.8K | 4,173,101 | I | ↗ |
| 2025-04-17 | Guines LLC | 10% Owner | P-Purchase | A | Class A common stock, par value $0.0001 per share | 6,874 | 3.29 | 22.6K | 4,164,300 | I | ↗ |
| 2025-04-16 | Guines LLC | 10% Owner | P-Purchase | A | Class A common stock, par value $0.0001 per share | 1,000 | 3.29 | 3.3K | 4,157,426 | I | ↗ |
| 2025-04-09 | Guines LLC | 10% Owner | P-Purchase | A | Class A common stock, par value $0.0001 per share | 13,532 | 3.21 | 43.4K | 4,156,426 | I | ↗ |
| 2025-04-08 | Guines LLC | 10% Owner | P-Purchase | A | Class A common stock, par value $0.0001 per share | 34,907 | 3.21 | 112.0K | 4,142,894 | I | ↗ |
| 2025-04-07 | Guines LLC | 10% Owner | P-Purchase | A | Class A common stock, par value $0.0001 per share | 43,378 | 3.15 | 136.7K | 4,107,987 | I | ↗ |
| 2025-04-04 | Guines LLC | 10% Owner | P-Purchase | A | Class A common stock, par value $0.0001 per share | 23,741 | 3.24 | 77.0K | 4,064,609 | I | ↗ |
| 2025-04-03 | Guines LLC | 10% Owner | P-Purchase | A | Class A common stock, par value $0.0001 per share | 7,321 | 3.24 | 23.7K | 4,040,868 | I | ↗ |
| 2025-04-01 | Peterson Robert Charles | Officer | A-Award | A | Employee Stock Option (Right to Buy) | 350,000 | 3.63 | 1.27M | 350,000 | D | ↗ |
| 2025-04-01 | Conlon Mary Elizabeth | Officer | A-Award | A | Employee Stock Option (Right to Buy) | 178,000 | 3.63 | 646.1K | 178,000 | D | ↗ |
| 2025-04-01 | Beer Marc D | Director / Officer | A-Award | A | Employee Stock Option (Right to Buy) | 495,600 | 3.63 | 1.80M | 495,600 | D | ↗ |
| 2025-03-31 | Guines LLC | 10% Owner | P-Purchase | A | Class A common stock, par value $0.0001 per share | 106,000 | 3.32 | 351.9K | 4,033,547 | I | ↗ |
| 2025-03-17 | HEYER ANDREW R | Director | P-Purchase | A | Class A Common Stock | 50,000 | 3.95 | 197.4K | 1,523,513 | D | ↗ |
| 2025-03-17 | Guines LLC | 10% Owner | P-Purchase | A | Class A common stock, par value $0.0001 per share | 100 | 3.74 | 374.00 | 3,927,547 | I | ↗ |
| 2025-03-17 | Cone Stephen Mark | Director | P-Purchase | A | Class A Common Stock | 38,104 | 3.88 | 147.8K | 160,829 | D | ↗ |
| 2025-03-17 | Christensen Bret | Director / Officer | P-Purchase | A | Class A Common Stock | 37,595 | 3.87 | 145.5K | 37,595 | D | ↗ |
| 2025-03-17 | Beer Marc D | Director | P-Purchase | A | Class A Common Stock | 107,794 | 3.87 | 417.2K | 107,794 | D | ↗ |
| 2025-03-14 | Guines LLC | 10% Owner | P-Purchase | A | Class A common stock, par value $0.0001 per share | 106,509 | 3.50 | 372.3K | 3,927,447 | I | ↗ |
| 2025-03-13 | Guines LLC | 10% Owner | P-Purchase | A | Class A common stock, par value $0.0001 per share | 750,000 | 3.22 | 2.41M | 3,820,938 | I | ↗ |
| 2025-03-01 | Christensen Bret | Director / Officer | A-Award | A | Employee Stock Option (Right to Buy) | 1,500,000 | 4.37 | 6.56M | 1,500,000 | D | ↗ |
| 2025-02-01 | Christensen Bret | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-09-09 | Peterson Robert Charles | Officer | S-Sale | D | Class A Common Stock | 32,874 | 6.20 | 203.8K | 0 | — | ↗ |
| 2024-07-09 | Peterson Robert Charles | Officer | S-Sale | D | Class A Common Stock | 11,376 | 7.57 | 86.1K | 32,874 | — | ↗ |
| 2024-07-08 | Peterson Robert Charles | Officer | M-Exempt | A | Class A Common Stock | 44,250 | 0.00 | — | 44,250 | — | ↗ |
| 2024-05-21 | MORRIS DEBRA L | Director | M-Exempt | D | Deferred Settlement RSU | 9,110 | 0.00 | — | 0 | — | ↗ |
| 2024-05-21 | Jacoby Dana Lynn | Director | A-Award | A | Deferred Settlement RSU | 12,994 | 0.00 | — | 12,994 | — | ↗ |
| 2024-05-21 | HEYER STEVEN J | Director | A-Award | A | Stock Option (Right to Buy) | 65,258 | 5.57 | 363.5K | 175,459 | — | ↗ |
| 2024-05-21 | HEYER ANDREW R | Director | A-Award | A | Stock Option (Right to Buy) | 65,258 | 5.57 | 363.5K | 175,459 | — | ↗ |
| 2024-05-21 | Cone Stephen Mark | Director | A-Award | A | Deferred Settlement RSU | 10,828 | 0.00 | — | 20,352 | — | ↗ |
| 2024-04-01 | Weber Teresa Sue | Director / Officer | A-Award | A | Employee Stock Option (Right to Buy) | 777,083 | 5.72 | 4.44M | 2,669,663 | — | ↗ |
| 2024-04-01 | Conlon Mary Elizabeth | Officer | A-Award | A | Employee Stock Option (Right to Buy) | 164,413 | 5.72 | 940.4K | 422,574 | — | ↗ |
| 2024-04-01 | Beer Marc D | Director | A-Award | A | Employee Stock Option (Right to Buy) | 543,958 | 5.72 | 3.11M | 1,338,842 | — | ↗ |
| 2024-02-01 | Peterson Robert Charles | Officer | A-Award | A | Employee Stock Option (Right to Buy) | 400,000 | 4.00 | 1.60M | 400,000 | — | ↗ |
| 2024-01-08 | Peterson Robert Charles | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-07-05 | Conlon Mary Elizabeth | Officer | S-Sale | D | Class A Common Stock | 6,240 | 6.50 | 40.6K | 140,393 | — | ↗ |
| 2023-06-30 | Jacoby Dana Lynn | Director | M-Exempt | A | Class A Common Stock | 6,058 | 0.00 | — | 39,375 | — | ↗ |
| 2023-06-30 | Conlon Mary Elizabeth | Officer | M-Exempt | A | Class A Common Stock | 24,231 | 0.00 | — | 146,633 | — | ↗ |
| 2023-06-30 | Cone Stephen Mark | Director | M-Exempt | A | Class A Common Stock | 6,058 | 0.00 | — | 122,725 | — | ↗ |
| 2023-06-09 | Roystone Capital Management LP | 10% Owner | J-Other | A | Class A common stock, par value $0.0001 per share | 99,372 | 0.00 | — | 3,070,938 | — | ↗ |
| 2023-06-05 | 325 CAPITAL LLC | 10% Owner | — | I | Class A common stock, par value $0.0001 per share | 0 | 0.00 | — | 3,108,618 | — | ↗ |
| 2023-06-01 | Puncochar Mary Joan | Officer | A-Award | A | Employee Stock Option (Right to Buy) | 221,500 | 5.39 | 1.19M | 221,500 | — | ↗ |
| 2023-05-30 | Puncochar Mary Joan | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-05-17 | MORRIS DEBRA L | Director | A-Award | A | Deferred Settlement RSU | 9,110 | 0.00 | — | 9,110 | — | ↗ |
| 2023-05-17 | Jacoby Dana Lynn | Director | A-Award | A | Deferred Settlement RSU | 11,595 | 0.00 | — | 11,595 | — | ↗ |
| 2023-05-17 | HEYER STEVEN J | Director | A-Award | A | Stock Option (Right to Buy) | 46,809 | 5.83 | 272.9K | 110,201 | — | ↗ |
| 2023-05-17 | HEYER ANDREW R | Director | A-Award | A | Deferred Settlement RSU | 12,009 | 0.00 | — | 12,009 | — | ↗ |
| 2023-05-17 | Cone Stephen Mark | Director | A-Award | A | Stock Option (Right to Buy) | 46,809 | 5.83 | 272.9K | 78,505 | — | ↗ |
| 2023-05-17 | Beer Marc D | Director | A-Award | A | Stock Option (Right to Buy) | 317,163 | 5.83 | 1.85M | 794,884 | — | ↗ |
| 2023-04-04 | Conlon Mary Elizabeth | Officer | S-Sale | D | Class A Common Stock | 10,867 | 5.92 | 64.4K | 122,402 | — | ↗ |
| 2023-04-03 | Weber Teresa Sue | Director / Officer | A-Award | A | Employee Stock Option (Right to Buy) | 755,150 | 5.80 | 4.38M | 1,892,580 | — | ↗ |
| 2023-04-03 | Kamdar Samar Jagat | Officer | A-Award | A | Employee Stock Option (Right to Buy) | 45,000 | 5.80 | 261.0K | 295,000 | — | ↗ |
| 2023-04-03 | Conlon Mary Elizabeth | Officer | A-Award | A | Employee Stock Option (Right to Buy) | 135,000 | 5.80 | 783.0K | 258,161 | — | ↗ |
| 2023-03-31 | Jacoby Dana Lynn | Director | M-Exempt | A | Class A Common Stock | 9,844 | 0.00 | — | 33,317 | — | ↗ |
| 2023-03-31 | Conlon Mary Elizabeth | Officer | M-Exempt | A | Class A Common Stock | 39,375 | 0.00 | — | 133,269 | — | ↗ |
| 2023-03-31 | Cone Stephen Mark | Director | M-Exempt | D | Phantom Stock | 9,844 | 0.00 | — | 6,058 | — | ↗ |
| 2023-02-07 | Roystone Capital Management LP | 10% Owner | P-Purchase | A | Class A common stock, par value $0.0001 per share | 375,000 | 3.25 | 1.22M | 2,971,566 | — | ↗ |
| 2023-01-09 | Weber Teresa Sue | Officer | S-Sale | D | Class A Common Stock | 865,384 | 3.00 | 2.60M | 85,040 | — | ↗ |
| 2023-01-09 | Roystone Capital Management LP | 10% Owner | — | I | Class A common stock, par value $0.0001 per share | 0 | 0.00 | — | 2,596,566 | — | ↗ |
| 2023-01-09 | MORRIS DEBRA L | Director | P-Purchase | A | Class A Common Stock | 30,000 | 3.00 | 90.0K | 30,000 | — | ↗ |
| 2023-01-09 | Kamdar Samar Jagat | Officer | P-Purchase | A | Class A Common Stock | 13,000 | 3.00 | 39.0K | 13,000 | — | ↗ |
| 2023-01-09 | HEYER ANDREW R | Director | P-Purchase | A | Class A Common Stock | 100,000 | 3.00 | 300.0K | 1,473,513 | — | ↗ |
| 2023-01-09 | Cone Stephen Mark | Director | P-Purchase | A | Class A Common Stock | 83,350 | 3.00 | 250.1K | 106,823 | — | ↗ |
| 2023-01-09 | Beer Marc D | Director | S-Sale | D | Class A Common Stock | 865,384 | 3.00 | 2.60M | 0 | — | ↗ |
| 2023-01-06 | Weber Teresa Sue | Officer | C-Conversion | A | Class A Common Stock | 865,384 | 0.00 | — | 950,424 | — | ↗ |
| 2023-01-06 | Beer Marc D | Director | C-Conversion | A | Class A Common Stock | 865,384 | 0.00 | — | 865,384 | — | ↗ |
| 2022-12-31 | Jacoby Dana Lynn | Director | M-Exempt | A | Class A Common Stock | 9,844 | 0.00 | — | 23,473 | — | ↗ |
| 2022-12-31 | Conlon Mary Elizabeth | Officer | M-Exempt | A | Class A Common Stock | 39,375 | 0.00 | — | 93,894 | — | ↗ |
| 2022-12-31 | Cone Stephen Mark | Director | M-Exempt | A | Class A Common Stock | 9,844 | 0.00 | — | 23,473 | — | ↗ |
| 2022-11-15 | MORRIS DEBRA L | Director | A-Award | A | Stock Option (Right to Buy) | 63,392 | 0.00 | — | 63,392 | — | ↗ |
| 2022-11-15 | Jacoby Dana Lynn | Director | A-Award | A | Stock Option (Right to Buy) | 31,696 | 0.00 | — | 31,696 | — | ↗ |
| 2022-11-15 | HEYER STEVEN J | Director | A-Award | A | Stock Option (Right to Buy) | 63,392 | 4.04 | 256.1K | 63,392 | D | ↗ |
| 2022-11-15 | HEYER ANDREW R | Director | A-Award | A | Stock Option (Right to Buy) | 63,392 | 4.04 | 256.1K | 63,392 | D | ↗ |
| 2022-11-15 | Cone Stephen Mark | Director | A-Award | A | Stock Option (Right to Buy) | 31,696 | 3.97 | 125.8K | 31,696 | D | ↗ |
| 2022-11-15 | Beer Marc D | Director | A-Award | A | Stock Option (Right to Buy) | 477,721 | 3.97 | 1.90M | 477,721 | D | ↗ |
| 2022-11-03 | MORRIS DEBRA L | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-09-30 | Jacoby Dana Lynn | Director | M-Exempt | A | Class A Common Stock | 13,629 | 0.00 | — | 13,629 | — | ↗ |
| 2022-09-30 | Gibbins Robbin Charles | Officer | M-Exempt | A | Class A Common Stock | 102,115 | 0.00 | — | 102,115 | — | ↗ |
| 2022-09-30 | Conlon Mary Elizabeth | Officer | M-Exempt | A | Class A Common Stock | 54,519 | 0.00 | — | 54,519 | — | ↗ |
| 2022-09-30 | Cone Stephen Mark | Director | M-Exempt | A | Class A Common Stock | 13,629 | 0.00 | — | 13,629 | — | ↗ |
| 2022-09-15 | Weber Teresa Sue | Director / Officer | M-Exempt | A | Class A Common Stock | 85,040 | 0.00 | — | 85,040 | — | ↗ |
| 2022-09-15 | Kamdar Samar Jagat | Officer | A-Award | A | Employee Stock Option (Right to Buy) | 250,000 | 4.00 | 1.00M | 250,000 | — | ↗ |
| 2022-09-15 | Gibbins Robbin Charles | Officer | A-Award | A | Employee Stock Option (Right to Buy) | 105,049 | 4.00 | 420.2K | 105,049 | — | ↗ |
| 2022-09-15 | Conlon Mary Elizabeth | Officer | A-Award | A | Employee Stock Option (Right to Buy) | 123,161 | 4.00 | 492.6K | 123,161 | — | ↗ |
| 2022-08-24 | Kamdar Samar Jagat | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-07-19 | Haymaker Sponsor III LLC | Director | J-Other | D | Class A Common Stock | 7,137,500 | 0.00 | — | 0 | — | ↗ |
| 2022-07-19 | HEYER STEVEN J | Director / 10% Owner | J-Other | D | Class A Common Stock | 6,407,644 | 0.00 | — | 0 | — | ↗ |
| 2022-07-19 | HEYER ANDREW R | Director | J-Other | D | Private Placement Warrants | 4,072,862 | 0.00 | — | 536,236 | — | ↗ |
| 2022-06-25 | Roystone Capital Management LP | 10% Owner | — | I | Warrant | 432,055 | 11.50 | 4.97M | 0 | — | ↗ |
| 2022-05-26 | Weber Teresa Sue | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-05-26 | Jacoby Dana Lynn | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-05-26 | Haymaker Sponsor III LLC | Director | M-Exempt | A | Class A Common Stock | 7,937,500 | 0.00 | — | 7,937,500 | — | ↗ |
| 2022-05-26 | HEYER STEVEN J | Director | J-Other | D | Class A Common Stock | 800,000 | 0.00 | — | 7,137,500 | — | ↗ |
| 2022-05-26 | HEYER ANDREW R | Director | J-Other | D | Class A Common Stock | 800,000 | 0.00 | — | 7,137,500 | — | ↗ |
| 2022-05-26 | Gibbins Robbin Charles | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-05-26 | Donovitz Gary Steven | 10% Owner | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-05-26 | Conlon Mary Elizabeth | Officer | A-Award | A | Phantom Stock | 157,500 | 0.00 | — | 157,500 | — | ↗ |
| 2022-05-26 | Cone Stephen Mark | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-05-26 | Beer Marc D | Director | J-Other | A | Retained Biote Units | 654,387 | 0.00 | — | 3,832,476 | — | ↗ |
| 2021-03-05 | Haymaker Sponsor III LLC | 10% Owner | J-Other | D | Class B Common Stock | 687,500 | 0.00 | — | 7,937,500 | — | ↗ |
| 2021-03-05 | HEYER STEVEN J | Director / Officer | J-Other | D | Class B Common Stock | 687,500 | 0.00 | — | 7,937,500 | — | ↗ |
| 2021-03-05 | HEYER ANDREW R | Director / Officer | J-Other | D | Class B Common Stock | 687,500 | 0.00 | — | 7,937,500 | — | ↗ |
| 2021-03-01 | Tonnos Joseph M. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-03-01 | POWELL STEPHEN W. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-03-01 | Mayerson Frederic H | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-03-01 | MELTZER ROGER | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-03-01 | Haymaker Sponsor III LLC | 10% Owner | — | D | Class B Common Stock | 8,625,000 | 0.00 | — | 0 | — | ↗ |
| 2021-03-01 | HEYER STEVEN J | Director / Officer | — | I | Class B Common Stock | 8,625,000 | 0.00 | — | 0 | — | ↗ |
| 2021-03-01 | HEYER ANDREW R | Director / Officer | — | I | Class B Common Stock | 8,625,000 | 0.00 | — | 0 | — | ↗ |
| 2021-03-01 | Bradley Christopher | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Bret Christensen Chief Executive Officer | 642.3K | — | — | 3.95M | 360.0K | 67.0K | 5.02M | 78.69% | ↗ |
| 2 | 2025 | Mary Elizabeth Conlon Former Vice President, Business Development, General Counsel and Corporate Secretary | 439.9K | 170.2K | — | 396.1K | — | 664.8K | 1.67M | 23.71% | ↗ |
| 3 | 2025 | Robert Peterson Chief Financial Officer and Chief Business Officer | 458.9K | — | — | 778.9K | 205.3K | 11.4K | 1.45M | 53.55% | ↗ |
| 4 | 2025 | Marc Beer Non-Executive Chairman, Former Executive Chairman | 156.9K | — | — | 1.10M | 104.4K | 42.5K | 1.41M | 78.40% | ↗ |
| 5 | 2025 | Teresa S. Weber Former Chief Executive Officer | 86.2K | — | — | — | — | 859.7K | 945.9K | 0.00% | ↗ |
| 6 | 2024 | Teresa S. Weber Former Chief Executive Officer | 618.6K | — | — | 2.83M | 373.0K | 33.00 | 3.82M | 74.05% | ↗ |
| 7 | 2024 | Marc Beer Executive Chairman | 433.1K | — | — | 1.98M | 261.1K | 413.00 | 2.68M | 74.04% | ↗ |
| 8 | 2024 | Marc Beer Non-Executive Chairman, Former Executive Chairman | 433.1K | — | — | 1.98M | 261.1K | 413.00 | 2.68M | 74.04% | ↗ |
| 9 | 2024 | Robert Peterson Chief Financial Officer and Chief Business Officer | 420.3K | — | 177.0K | 1.00M | 159.4K | 11.3K | 1.77M | 66.65% | ↗ |
| 10 | 2024 | Robert Peterson Chief Financial Officer | 420.3K | — | 177.0K | 1.00M | 159.4K | 11.3K | 1.77M | 66.65% | ↗ |
| 11 | 2024 | Mary Elizabeth Conlon Former Vice President, Business Development, General Counsel and Corporate Secretary | 412.6K | — | — | 598.8K | 165.0K | 11.5K | 1.19M | 50.40% | ↗ |
| 12 | 2023 | Teresa S. Weber Former Chief Executive Officer | 600.9K | — | — | 2.76M | 457.1K | — | 3.82M | 72.28% | ↗ |
| 13 | 2023 | Teresa S. Weber Chief Executive Officer | 600.9K | — | — | 2.76M | 457.1K | — | 3.82M | 72.28% | ↗ |
| 14 | 2023 | Marc Beer Executive Chairman | 252.5K | — | — | 1.18M | 217.6K | 80.00 | 1.65M | 71.54% | ↗ |
| 15 | 2023 | Mary J. Puncochar Chief Commercial Officer | 201.9K | — | — | 773.1K | 72.5K | 46.9K | 1.09M | 70.64% | ↗ |
| 16 | 2023 | Mary Elizabeth Conlon Vice President, Business Development, General Counsel and Corporate Secretary | 395.4K | — | — | 493.2K | 146.3K | 10.7K | 1.05M | 47.17% | ↗ |
| 17 | 2022 | Teresa S. Weber Chief Executive Officer | 541.4K | 335.4K | 340.2K | 2.69M | 2.82M | — | 6.73M | 45.02% | ↗ |
| 18 | 2022 | Mary Elizabeth Conlon Vice President, Business Development, General Counsel, and Corporate Secretary | 355.0K | — | — | 291.2K | 110.8K | 9.2K | 766.2K | 38.01% | ↗ |
| 19 | 2022 | Mary Elizabeth Conlon Vice President, Business Development, General Counsel and Corporate Secretary | 355.0K | — | — | 291.2K | 110.8K | 9.2K | 766.2K | 38.01% | ↗ |
| 20 | 2022 | Samar Kamdar Chief Financial Officer | 118.5K | — | — | 595.9K | 44.9K | 3.6K | 762.9K | 78.12% | ↗ |
| 21 | 2021 | Mary Elizabeth Conlon Vice President, Business Development, General Counsel, and Corporate Secretary | 167.3K | — | 1.44M | — | 35.0K | 2.4K | 1.64M | 87.53% | ↗ |
| 22 | 2021 | Teresa S. Weber Chief Executive Officer | 1.47M | — | — | — | — | 1.8K | 1.47M | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Mary Elizabeth Conlon | Vice President of Business Development, General Counsel & Corporate Secretary | 1M | female |
| Bret Christensen | Chief Executive Officer & Director | 1M | male |
| Robert Peterson | Chief Financial Officer and Chief Business Officer | 675.6K | male |
| Joel Pickering | Chief Marketing Officer | — | male |
| Joey Lopes | SVP of Strategy & Commercial Operations | — | male |
| John J. Olsen | Chief Information Officer | — | male |
| Jade Beutler | Head of Nutraceuticals | — | male |
| Richard Kevin Key | Chief Digital Officer | — | male |
| Cory Rice | Chief Clinical Advisor & Member of Medical Advisory Board | — | — |
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Community Opinion for BTMD
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.

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