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biote Corp. (BTMD)

USD2.25 +0.06 (+2.74%)
US NASDAQ Healthcare Medical - Care Facilities
Address 1875 West Walnut Hill Lane 75038
Irving, TX, US
CEO Bret Christensen
Website biote.com
IPO 2021-04-28
CIK 1819253 ISIN US0906831039

Explore sections of this company profile

Also trades on NASDAQ Global Market · BTMD (USD) Other OTC · BTMDW (USD)
Description

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.

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
USD2.25 +0.06 (+2.74%)
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Volume Profile
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Liquidity & share structure
Average Volume
299.4K
Beta
1.66
Float Shares
40.14M
Free Float %
91.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.38% +5.24% +38.99% +5.74% -16.29% -15.00% -44.61% -62.61% -78.12% -78.01% -78.01%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (7 ratings, all time) Buy
Price Targets & DCF
Current price
2.25
Low 2.50 +11.1%
Consensus 3.25 +44.4%
Median 3.25 +44.4%
High 4.00 +77.8%
DCF (Unlevered) 3.88 +72.3%
DCF (Levered) 7.29 +224.1%

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 0 0
Buy 4 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
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%
Quality scores
Altman Z-Score
2.61
Grey zone
Piotroski F-Score
6 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
4 / 5
High
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • 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)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.71) × ERP
WACC = 42% × Ke + 58% × Kd (10.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 3.92 Current price: 2.25
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 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
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-16 Truist Securities Buy Buy Maintain
Historical Ratings (3M)
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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
28.31M
OE per share TTM
0.81
Owner's Yield
41.98%
Maintenance CapEx ratio
22.01%
Maint CapEx / Avg PPE
3.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
13
Total invested
416.6K
Insider transactions (90d)
2
Beneficial owners (>5%)
34
Beneficial owners (>5%)
# 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)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
13
-72 vs prev Q
New positions
3
Closed positions
75
Increased
6
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
1 325 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
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 19 ETFs in our universe
# 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

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
2
Sells
0
Shares acquired
548.8K
Shares disposed
Cash buys
Cash sales
Net activity
+548,822
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
2026-05-01 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

Top executives
EBIT / Employee
163.8K
Shares Outstanding
44.11M

Executive compensation

Executive compensation (annual)
# 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%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-02 DEFA14A
2026-04-02 DEF 14A
2025-04-03 DEFA14A
2025-04-03 DEF 14A
2024-04-11 DEFA14A
2024-04-11 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-05-04 4
2026-05-04 3
2026-04-14 S-8
2026-04-03 8-K
2026-04-03 4
2026-04-03 4
2026-04-02 DEFA14A
2026-04-02 DEF 14A
2026-04-02 ARS

Executive team

NameTitleCompensationGender
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
ESG Rating
B+
MEDICAL - CARE FACILITIES
2026
E (Environmental)
84.1 / 65.7
Company / Sector avg.
S (Social)
70.5 / 69.6
Company / Sector avg.
G (Governance)
69.7 / 68.9
Company / Sector avg.
ESG Total
74.8 / 68.1
Company / Sector avg.
ESG Score History MEDICAL - CARE FACILITIES
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