CeriBell, Inc. (CBLL)
Sunnyvale, CA, US
CeriBell, Inc. specializes in pioneering artificial intelligence (AI)-powered electroencephalography (EEG) solutions designed for the immediate diagnosis and treatment of neurological conditions directly at the patient's bedside. The company's primary offering is the Ceribell System, an innovative, on-site EEG platform engineered to fulfill crucial, previously unmet requirements for patients in urgent medical environments. Beyond the core system, CeriBell also provides single-use EEG headbands and compact, battery-powered recording devices. Originally established in 2014 as Brain Stethoscope, Inc., the company underwent a name change to CeriBell, Inc. in August 2015. Its headquarters are located in Sunnyvale, California.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -16.50% | -17.77% | -12.49% | -15.28% | +34.11% | -23.62% | +0.90% | -33.00% | -33.00% | -33.00% | -33.00% |
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
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 7 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 1 |
30.00
+52.7%
|
| All Time | 2 |
30.00
+52.7%
|
-
Revenue growth Medical - Devices: +11.2%+36.1% ★ Q1'26: +29.3% (vs Q1'25)
-
EPS growth Medical - Devices: +28.5%+56.9% ★ Q1'26: -44.4% (vs Q1'25)
-
FCF margin FCF growth · Medical - Devices: +30.9%-59.3% Q1'26: -73.3% (vs Q1'25)
-
EBIT margin Medical - Devices: +6.2%-57.9% Q1'26: -78.3% (vs Q1'25)
-
ROIC Medical - Devices: +3.3%-280.8% Q1'26: -381.6% (vs Q1'25)
-
Share dilution Medical - Devices: 0.0%+205.8% Q1'26: +5.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Devices: -0.35×-0.43× Q1'26: -0.27× (vs Q1'25)
| Metric |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 6 Rev. Ana. 7 EPS Ana. |
Dec 2027 6 Rev. Ana. 7 EPS Ana. |
Dec 2028 4 Rev. Ana. 4 EPS Ana. |
Dec 2029 3 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|
| Revenue |
65.44M
est: 64.28M (+1.8%)
|
89.06M
est: 88.19M (+1.0%)
|
113.97M
113.65M – 114.45M
+29.2% YoY
|
146.21M
146.04M – 146.29M
+28.3% YoY
|
186.79M
186.49M – 187.09M
+27.8% YoY
|
228.52M
225.63M – 230.80M
+22.3% YoY
|
| EBITDA |
-37.32M
est: -43.95M (+15.1%)
|
-51.52M
est: -60.30M (+14.6%)
|
-77.93M
-78.25M – -77.71M
-29.2% YoY
|
-99.97M
-100.02M – -99.85M
-28.3% YoY
|
-127.71M
-127.92M – -127.51M
-27.8% YoY
|
-156.24M
-157.81M – -154.27M
-22.3% YoY
|
| EBIT |
-38.46M
est: -44.53M (+13.6%)
|
-51.52M
est: -61.10M (+15.7%)
|
-78.96M
-79.29M – -78.73M
-29.2% YoY
|
-101.29M
-101.34M – -101.17M
-28.3% YoY
|
-129.40M
-129.61M – -129.19M
-27.8% YoY
|
-158.31M
-159.89M – -156.31M
-22.3% YoY
|
| Net Income |
-40.46M
est: -44.71M (+9.5%)
|
-53.41M
est: -53.41M (+0.0%)
|
-55.22M
-66.79M – -55.18M
-3.4% YoY
|
-40.34M
-55.25M – -27.03M
+26.9% YoY
|
-33.05M
-38.02M – -24.11M
+18.1% YoY
|
-22.00M
-22.29M – -21.64M
+33.4% YoY
|
| SGA |
82.90M
est: 93.76M (-11.6%)
|
117.53M
est: 128.65M (-8.6%)
|
166.25M
165.78M – 166.95M
+29.2% YoY
|
213.27M
213.02M – 213.39M
+28.3% YoY
|
272.47M
272.04M – 272.91M
+27.8% YoY
|
333.34M
329.13M – 336.67M
+22.3% YoY
|
| EPS |
-3.39
est: -2.20 (-54.2%)
|
-1.46
est: -1.51 (+3.1%)
|
-1.63
-1.83 – -1.51
-8.5% YoY
|
-1.08
-1.51 – -0.74
+34.1% YoY
|
-0.82
-1.04 – -0.66
+24.2% YoY
|
-0.60
-0.61 – -0.59
+26.2% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-08 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-07 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-06 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-05 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-04 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-01 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-30 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-29 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-28 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-27 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-24 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-23 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-22 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-21 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-20 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-17 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-16 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
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 | Abigail P. Johnson | 4.54M | 13.35% | — | — | 4.54M | — | IN | Delaware | 2024-11-07 | ↗ |
| 2 | FMR LLC | 4.54M | 13.35% | 4.53M | — | 4.54M | — | HC | Delaware | 2024-11-07 | ↗ |
| 3 | Juliet Tammenoms Bakker | 2.48M | 7.00% | — | 2.48M | — | 2.48M | IN | — | 2024-10-22 | ↗ |
| 4 | Longitude Capital Partners IV, LLC | 2.48M | 7.00% | — | 2.48M | — | 2.48M | OO | — | 2024-10-22 | ↗ |
| 5 | Longitude Venture Partners IV, L.P. | 2.48M | 7.00% | — | 2.48M | — | 2.48M | PN | — | 2024-10-22 | ↗ |
| 6 | Patrick G. Enright | 2.48M | 7.00% | — | 2.48M | — | 2.48M | IN | — | 2024-10-22 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | NVERSES CAPITAL, LLC | 12.8K +12.8K (+100.0%) | 281.54M +281.5M (+100.0%) | 0.03% +0.035 pp | 0.63% +0.631 pp | USD21.93 +0.0% | 1 qtrs NEW |
| 2 | TPG GP A, LLC | 3.97M +— (+0.0%) | 87.01M +41.4M (+90.9%) | 10.78% -0.153 pp | 3.24% +0.756 pp | USD25.88 -15.3% | 5 qtrs — |
| 3 | FMR LLC | 3.93M -552.9K (-12.3%) | 86.16M +34.7M (+67.3%) | 10.67% -1.674 pp | 0.00% +0.002 pp | USD25.88 -15.3% | 5 qtrs — |
| 4 | RED TREE MANAGEMENT, LLC | 2.21M +— (+0.0%) | 48.37M +23.0M (+90.9%) | 5.99% -0.085 pp | 44.37% +13.797 pp | USD25.88 -15.3% | 5 qtrs — |
| 5 | BLACKROCK, INC. | 1.85M +160.0K (+9.5%) | 40.54M +21.1M (+109.0%) | 5.02% +0.370 pp | 0.00% +0.000 pp | USD21.32 +2.9% | 5 qtrs — |
| 6 | VANGUARD GROUP INC | 1.51M +34.1K (+2.3%) | 33.07M +16.1M (+95.3%) | 4.10% +0.036 pp | 0.00% +0.000 pp | USD21.40 +2.5% | 5 qtrs — |
| 7 | BANK OF NEW YORK MELLON CORP | 1.22M +1.2M (+1,945.9%) | 26.80M +26.1M (+3,804.8%) | 3.32% +3.155 pp | 0.00% +0.005 pp | USD21.92 +0.0% | 5 qtrs — |
| 8 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 787.9K -29.7K (-3.6%) | 17.28M +7.9M (+83.9%) | 2.14% -0.112 pp | 0.26% +0.126 pp | USD18.86 +16.3% | 4 qtrs — |
| 9 | FEDERATED HERMES, INC. | 786.8K +— (+0.0%) | 17.25M +8.2M (+90.9%) | 2.14% -0.030 pp | 0.03% +0.013 pp | USD22.37 -2.0% | 5 qtrs — |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 609.3K +27.3K (+4.7%) | 13.36M +6.7M (+99.8%) | 1.66% +0.052 pp | 0.00% +0.000 pp | USD20.32 +7.9% | 5 qtrs — |
| 11 | YU FAN | 549.4K -803.7K (-59.4%) | 12.05M -3.5M (-22.5%) | 1.49% -2.236 pp | 13.06% -7.169 pp | USD25.19 -12.9% | 5 qtrs — |
| 12 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 542.3K +182.4K (+50.7%) | 11.89M +7.8M (+187.6%) | 1.47% +0.482 pp | 0.08% +0.054 pp | USD20.03 +9.5% | 4 qtrs — |
| 13 | ROYCE & ASSOCIATES LP | 533.3K +533.3K (+100.0%) | 11.70M +11.7M (+100.0%) | 1.45% +1.449 pp | 0.12% +0.119 pp | USD21.93 +0.0% | 1 qtrs NEW |
| 14 | FRANKLIN RESOURCES INC | 523.4K -5.9K (-1.1%) | 11.48M +5.4M (+88.7%) | 1.42% -0.036 pp | 0.00% +0.001 pp | USD24.90 -11.9% | 5 qtrs — |
| 15 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 508.5K -42.9K (-7.8%) | 11.15M +4.8M (+76.0%) | 1.38% -0.138 pp | 0.00% +0.002 pp | USD24.08 -8.9% | 5 qtrs — |
| 16 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 500.0K +500.0K (+100.0%) | 10.97M +11.0M (+100.0%) | 1.36% +1.358 pp | 0.02% +0.017 pp | USD21.93 +0.0% | 1 qtrs NEW |
| 17 | STATE STREET CORP | 471.9K +59.0K (+14.3%) | 10.35M +5.6M (+118.1%) | 1.28% +0.144 pp | 0.00% +0.000 pp | USD21.10 +3.9% | 5 qtrs — |
| 18 | ABG-WTT GLOBAL LIFE SCIENCE CAPITAL PARTNERS GP LTD | 441.8K -646.3K (-59.4%) | 9.69M -2.8M (-22.5%) | 1.20% -1.798 pp | 64.38% -2.562 pp | USD25.88 -15.3% | 5 qtrs — |
| 19 | REDMILE GROUP, LLC | 435.2K +— (+0.0%) | 9.54M +4.5M (+90.9%) | 1.18% -0.017 pp | 0.70% +0.216 pp | USD25.88 -15.3% | 5 qtrs — |
| 20 | JPMORGAN CHASE & CO | 388.0K -23.2K (-5.6%) | 8.51M +3.8M (+80.1%) | 1.05% -0.079 pp | 0.00% +0.000 pp | USD18.28 +20.0% | 5 qtrs — |
| 21 | PEREGRINE CAPITAL MANAGEMENT LLC | 363.1K -4.9K (-1.3%) | 7.96M +3.7M (+88.3%) | 0.99% -0.027 pp | 0.24% +0.117 pp | USD18.21 +20.4% | 3 qtrs — |
| 22 | TWO SIGMA INVESTMENTS, LP | 343.6K +45.7K (+15.3%) | 7.54M +4.1M (+120.1%) | 0.93% +0.113 pp | 0.01% +0.006 pp | USD16.35 +34.1% | 3 qtrs — |
| 23 | GOLDMAN SACHS GROUP INC | 324.9K +314.3K (+2,967.6%) | 7.13M +7.0M (+5,754.8%) | 0.88% +0.854 pp | 0.00% +0.001 pp | USD22.04 -0.5% | 5 qtrs — |
| 24 | BANK OF AMERICA CORP /DE/ | 277.5K +141.7K (+104.4%) | 6.09M +4.5M (+290.1%) | 0.75% +0.380 pp | 0.00% +0.000 pp | USD18.88 +16.2% | 5 qtrs — |
| 25 | HRT FINANCIAL LP | 255.6K +255.6K (+100.0%) | 5.60M +5.6M (+100.0%) | 0.69% +0.694 pp | 0.02% +0.018 pp | USD21.93 +0.0% | 1 qtrs NEW |
| 26 | TWO SIGMA ADVISERS, LP | 235.9K +23.5K (+11.1%) | 5.17M +2.7M (+112.0%) | 0.64% +0.056 pp | 0.01% +0.005 pp | USD16.31 +34.5% | 3 qtrs — |
| 27 | BNP PARIBAS ARBITRAGE, SNC | 223.5K +12.3K (+5.8%) | 4.90M +2.5M (+101.9%) | 0.61% +0.025 pp | 0.00% +0.001 pp | USD16.74 +31.0% | 5 qtrs — |
| 28 | MORGAN STANLEY | 209.7K +55.1K (+35.7%) | 4.60M +2.8M (+158.9%) | 0.57% +0.144 pp | 0.00% +0.000 pp | USD21.14 +3.7% | 5 qtrs — |
| 29 | MILLENNIUM MANAGEMENT LLC | 198.7K -467.7K (-70.2%) | 4.36M -3.3M (-43.1%) | 0.54% -1.296 pp | 0.00% -0.001 pp | USD20.64 +6.3% | 5 qtrs — |
| 30 | — | 194.0K +194.0K (+100.0%) | 4.25M +4.3M (+100.0%) | 0.53% +0.527 pp | 2.97% +2.967 pp | USD21.93 +0.0% | 1 qtrs NEW |
| 31 | CITADEL ADVISORS LLC | 192.5K +192.5K (+100.0%) | 4.22M +4.2M (+100.0%) | 0.52% +0.523 pp | 0.00% +0.001 pp | USD21.93 +0.0% | 5 qtrs — |
| 32 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 190.6K +28.4K (+17.5%) | 4.18M +2.3M (+124.3%) | 0.52% +0.071 pp | 0.00% +0.000 pp | USD21.51 +2.0% | 5 qtrs — |
| 33 | DIVISADERO STREET CAPITAL MANAGEMENT, LP | 188.5K +188.5K (+100.0%) | 4.13M +4.1M (+100.0%) | 0.51% +0.512 pp | 0.19% +0.193 pp | USD21.93 +0.0% | 1 qtrs NEW |
| 34 | NORTHERN TRUST CORP | 182.3K -20.1K (-9.9%) | 4.00M +1.7M (+71.9%) | 0.50% -0.062 pp | 0.00% +0.000 pp | USD21.17 +3.6% | 5 qtrs — |
| 35 | LORD, ABBETT & CO. LLC | 166.1K +166.1K (+100.0%) | 3.64M +3.6M (+100.0%) | 0.45% +0.451 pp | 0.01% +0.011 pp | USD21.93 +0.0% | 5 qtrs — |
| 36 | QUANTINNO CAPITAL MANAGEMENT LP | 136.2K +112.1K (+463.8%) | 2.99M +2.7M (+976.1%) | 0.37% +0.304 pp | 0.01% +0.005 pp | USD20.08 +9.2% | 2 qtrs — |
| 37 | JUMP FINANCIAL, LLC | 94.6K +73.2K (+343.2%) | 2.07M +1.8M (+746.0%) | 0.26% +0.198 pp | 0.03% +0.023 pp | USD21.21 +3.4% | 3 qtrs — |
| 38 | F/M INVESTMENTS LLC | 92.1K +14.6K (+18.8%) | 2.02M +1.1M (+126.8%) | 0.25% +0.037 pp | 0.08% +0.042 pp | USD14.74 +48.8% | 3 qtrs — |
| 39 | EMERALD MUTUAL FUND ADVISERS TRUST | 92.1K -63.2K (-40.7%) | 2.02M +235.3K (+13.2%) | 0.25% -0.178 pp | 0.10% +0.006 pp | USD19.65 +11.6% | 5 qtrs — |
| 40 | UBS GROUP AG | 85.4K -171.5K (-66.8%) | 1.87M -1.1M (-36.5%) | 0.23% -0.476 pp | 0.00% 0.000 pp | USD16.26 +34.9% | 5 qtrs — |
| 41 | DEUTSCHE BANK AG\ | 85.2K +1.4K (+1.7%) | 1.87M +905.3K (+94.0%) | 0.23% +0.001 pp | 0.00% +0.000 pp | USD25.79 -15.0% | 5 qtrs — |
| 42 | ALLIANCEBERNSTEIN L.P. | 67.3K +25.0K (+59.1%) | 1.48M +990.3K (+203.6%) | 0.18% +0.066 pp | 0.00% +0.000 pp | USD21.55 +1.8% | 5 qtrs — |
| 43 | NUVEEN, LLC | 54.6K +— (+0.0%) | 1.20M +569.6K (+90.9%) | 0.15% -0.002 pp | 0.00% +0.000 pp | USD18.81 +16.6% | 4 qtrs — |
| 44 | PDT PARTNERS, LLC | 52.7K +6.2K (+13.3%) | 1.16M +621.6K (+116.3%) | 0.14% +0.015 pp | 0.08% +0.041 pp | USD19.11 +14.8% | 3 qtrs — |
| 45 | SEI INVESTMENTS CO | 49.2K -1.2K (-2.4%) | 1.08M +500.0K (+86.3%) | 0.13% -0.005 pp | 0.00% +0.000 pp | USD18.25 +20.2% | 3 qtrs — |
| 46 | QUANTBOT TECHNOLOGIES LP | 48.6K +34.6K (+247.5%) | 1.07M +904.6K (+563.2%) | 0.13% +0.094 pp | 0.04% +0.031 pp | USD21.09 +4.0% | 4 qtrs — |
| 47 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 47.5K +47.5K (+100.0%) | 1.04M +1.0M (+100.0%) | 0.13% +0.129 pp | 0.00% +0.002 pp | USD21.93 +0.0% | 1 qtrs NEW |
| 48 | BARCLAYS PLC | 45.9K +10.2K (+28.6%) | 1.01M +596.0K (+145.5%) | 0.12% +0.026 pp | 0.00% +0.000 pp | USD21.37 +2.6% | 5 qtrs — |
| 49 | MARSHALL WACE, LLP | 45.1K -1.7K (-3.7%) | 988.2K +450.7K (+83.9%) | 0.12% -0.007 pp | 0.00% +0.000 pp | USD23.09 -5.0% | 5 qtrs — |
| 50 | SQUAREPOINT OPS LLC | 40.3K +27.5K (+215.2%) | 883.7K +736.8K (+501.6%) | 0.11% +0.074 pp | 0.00% +0.001 pp | USD20.91 +4.9% | 3 qtrs — |
| 51 | TREXQUANT INVESTMENT LP | 38.8K +6.0K (+18.2%) | 851.9K +474.4K (+125.7%) | 0.11% +0.015 pp | 0.01% +0.004 pp | USD13.10 +67.4% | 2 qtrs — |
| 52 | WALLEYE CAPITAL LLC | 37.0K +37.0K (+100.0%) | 811.1K +811.1K (+100.0%) | 0.10% +0.101 pp | 0.00% +0.003 pp | USD21.93 +0.0% | 1 qtrs NEW |
| 53 | JANE STREET GROUP, LLC | 34.8K +17.9K (+105.9%) | 762.7K +568.6K (+292.9%) | 0.09% +0.048 pp | 0.00% +0.000 pp | USD16.86 +30.1% | 2 qtrs — |
| 54 | RHUMBLINE ADVISERS | 30.5K -2.2K (-6.8%) | 668.0K +292.4K (+77.8%) | 0.08% -0.007 pp | 0.00% +0.000 pp | USD21.47 +2.1% | 5 qtrs — |
| 55 | WELLS FARGO & COMPANY/MN | 29.4K +13.8K (+89.3%) | 643.8K +465.6K (+261.3%) | 0.08% +0.037 pp | 0.00% +0.000 pp | USD21.21 +3.4% | 5 qtrs — |
| 56 | AQR CAPITAL MANAGEMENT LLC | 25.4K +25.4K (+100.0%) | 556.9K +556.9K (+100.0%) | 0.07% +0.069 pp | 0.00% +0.000 pp | USD21.93 +0.0% | 1 qtrs NEW |
| 57 | TUDOR INVESTMENT CORP ET AL | 25.0K +25.0K (+100.0%) | 548.4K +548.4K (+100.0%) | 0.07% +0.068 pp | 0.00% +0.001 pp | USD21.93 +0.0% | 1 qtrs NEW |
| 58 | INSCRIPTION CAPITAL, LLC | 22.0K +22.0K (+100.0%) | 483.1K +483.1K (+100.0%) | 0.06% +0.060 pp | 0.05% +0.050 pp | USD21.93 +0.0% | 1 qtrs NEW |
| 59 | GRYPHON FINANCIAL PARTNERS LLC | 20.1K +— (+0.0%) | 440.0K +209.5K (+90.9%) | 0.05% -0.001 pp | 0.05% +0.021 pp | USD11.49 +90.9% | 2 qtrs — |
| 60 | BOOTHBAY FUND MANAGEMENT, LLC | 18.1K +18.1K (+100.0%) | 397.7K +397.7K (+100.0%) | 0.05% +0.049 pp | 0.01% +0.006 pp | USD21.93 +0.0% | 1 qtrs NEW |
| 61 | EVERSEPT PARTNERS, LP | 17.1K +— (+0.0%) | 374.9K +178.5K (+90.9%) | 0.05% -0.001 pp | 0.02% +0.005 pp | USD11.49 +90.9% | 2 qtrs — |
| 62 | ROYAL BANK OF CANADA | 15.6K +1.5K (+10.8%) | 342.0K +180.0K (+111.1%) | 0.04% +0.004 pp | 0.00% +0.000 pp | USD15.71 +39.6% | 5 qtrs — |
| 63 | METLIFE INVESTMENT MANAGEMENT, LLC | 15.4K +— (+0.0%) | 337.0K +160.4K (+90.9%) | 0.04% -0.001 pp | 0.00% +0.001 pp | USD22.34 -1.8% | 5 qtrs — |
| 64 | PRICE T ROWE ASSOCIATES INC /MD/ | 15.1K +2.0K (+15.4%) | 331.0K +181.0K (+120.7%) | 0.04% +0.005 pp | 0.00% +0.000 pp | USD18.88 +16.2% | 3 qtrs — |
| 65 | PRINCIPAL FINANCIAL GROUP INC | 13.5K +13.5K (+100.0%) | 295.7K +295.7K (+100.0%) | 0.04% +0.037 pp | 0.00% +0.000 pp | USD21.93 +0.0% | 1 qtrs NEW |
| 66 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 12.4K -8.8K (-41.5%) | 271.3K +28.2K (+11.6%) | 0.03% -0.025 pp | 0.00% +0.000 pp | USD21.03 +4.3% | 5 qtrs — |
| 67 | INVESCO LTD. | 12.0K +1.6K (+15.5%) | 264.0K +144.3K (+120.5%) | 0.03% +0.004 pp | 0.00% +0.000 pp | USD19.16 +14.5% | 5 qtrs — |
| 68 | VERITION FUND MANAGEMENT LLC | 11.9K +11.9K (+100.0%) | 260.8K +260.8K (+100.0%) | 0.03% +0.032 pp | 0.00% +0.001 pp | USD21.93 +0.0% | 5 qtrs — |
| 69 | ENGINEERS GATE MANAGER LP | 11.8K +11.8K (+100.0%) | 259.8K +259.8K (+100.0%) | 0.03% +0.032 pp | 0.00% +0.003 pp | USD21.93 +0.0% | 1 qtrs NEW |
| 70 | CREATIVE PLANNING | 10.5K +10.5K (+100.0%) | 230.4K +230.4K (+100.0%) | 0.03% +0.029 pp | 0.00% +0.000 pp | USD21.93 +0.0% | 1 qtrs NEW |
| 71 | VOLEON CAPITAL MANAGEMENT LP | 9.9K +9.9K (+100.0%) | 217.5K +217.5K (+100.0%) | 0.03% +0.027 pp | 0.00% +0.005 pp | USD21.93 +0.0% | 1 qtrs NEW |
| 72 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.9K +9.9K (+100.0%) | 217.3K +217.3K (+100.0%) | 0.03% +0.027 pp | 0.00% +0.000 pp | USD21.93 +0.0% | 4 qtrs — |
| 73 | VERSANT CAPITAL MANAGEMENT, INC | 7.7K +7.7K (+100.0%) | 168.0K +168.0K (+100.0%) | 0.02% +0.021 pp | 0.02% +0.021 pp | USD21.93 +0.0% | 1 qtrs NEW |
| 74 | SG AMERICAS SECURITIES, LLC | 6.6K +6.6K (+100.0%) | 145.0K +145.0K (+100.0%) | 0.02% +0.018 pp | 0.00% +0.000 pp | USD21.93 +0.0% | 1 qtrs NEW |
| 75 | NEW YORK STATE COMMON RETIREMENT FUND | 6.6K -2.1K (-24.1%) | 144.7K +44.8K (+44.8%) | 0.02% -0.006 pp | 0.00% +0.000 pp | USD18.92 +15.9% | 4 qtrs — |
| 76 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 6.2K +— (+0.0%) | 135.5K +64.5K (+90.9%) | 0.02% 0.000 pp | 0.00% +0.001 pp | USD18.31 +19.8% | 4 qtrs — |
| 77 | RUSSELL INVESTMENTS GROUP, LTD. | 2.9K +854.0 (+41.4%) | 64.0K +40.3K (+169.8%) | 0.01% +0.002 pp | 0.00% +0.000 pp | USD14.55 +50.7% | 2 qtrs — |
| 78 | LARSON FINANCIAL GROUP LLC | 2.9K +2.7K (+1,403.1%) | 63.0K +60.8K (+2,768.4%) | 0.01% +0.007 pp | 0.00% +0.002 pp | USD22.19 -1.2% | 5 qtrs — |
| 79 | LEGAL & GENERAL GROUP PLC | 2.8K -4.7K (-62.8%) | 61.8K -25.1K (-28.9%) | 0.01% -0.013 pp | 0.00% +0.000 pp | USD20.30 +8.0% | 5 qtrs — |
| 80 | CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 2.7K +2.7K (+8,735.5%) | 60.1K +59.7K (+16,772.5%) | 0.01% +0.007 pp | 0.01% +0.014 pp | USD21.89 +0.2% | 3 qtrs — |
| 81 | AMERITAS INVESTMENT PARTNERS, INC. | 2.1K -440.0 (-17.3%) | 46.1K +16.9K (+57.8%) | 0.01% -0.001 pp | 0.00% +0.001 pp | USD22.35 -1.9% | 5 qtrs — |
| 82 | CWM, LLC | 1.8K +1.7K (+1,178.5%) | 40.0K +38.0K (+1,900.0%) | 0.01% +0.005 pp | 0.00% +0.000 pp | USD21.69 +1.1% | 4 qtrs — |
| 83 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1.6K -10.5K (-86.4%) | 36.0K -103.0K (-74.1%) | 0.00% -0.029 pp | 0.00% 0.000 pp | USD19.69 +11.4% | 5 qtrs — |
| 84 | TOWER RESEARCH CAPITAL LLC (TRC) | 1.6K +481.0 (+41.8%) | 35.8K +22.6K (+170.6%) | 0.00% +0.001 pp | 0.00% +0.001 pp | USD20.78 +5.5% | 5 qtrs — |
| 85 | HARBOUR INVESTMENTS, INC. | 1.5K +— (+0.0%) | 32.9K +15.7K (+90.9%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD11.49 +90.9% | 2 qtrs — |
| 86 | CITIGROUP INC | 1.0K -1.1K (-52.1%) | 22.9K -2.2K (-8.6%) | 0.00% -0.003 pp | 0.00% +0.000 pp | USD25.33 -13.4% | 5 qtrs — |
| 87 | AMALGAMATED BANK | 837.00 +417.0 (+99.3%) | 18.0K +13.0K (+260.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD23.91 -8.3% | 5 qtrs — |
| 88 | GAMMA INVESTING LLC | 783.00 +396.0 (+102.3%) | 17.2K +12.7K (+286.1%) | 0.00% +0.001 pp | 0.00% +0.001 pp | USD19.26 +13.9% | 4 qtrs — |
| 89 | JONES FINANCIAL COMPANIES LLLP | 600.00 +600.0 (+100.0%) | 13.2K +13.2K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD21.93 +0.0% | 1 qtrs NEW |
| 90 | SRS CAPITAL ADVISORS, INC. | 525.00 +54.0 (+11.5%) | 11.5K +6.1K (+112.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD12.56 +74.6% | 2 qtrs — |
| 91 | NISA INVESTMENT ADVISORS, LLC | 402.00 +34.0 (+9.2%) | 8.8K +4.6K (+108.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD19.04 +15.2% | 4 qtrs — |
| 92 | ALLWORTH FINANCIAL LP | 319.00 +319.0 (+100.0%) | 7.0K +7.0K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD21.93 +0.0% | 1 qtrs NEW |
| 93 | US BANCORP \DE\ | 225.00 +146.0 (+184.8%) | 4.9K +4.0K (+443.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD20.80 +5.4% | 3 qtrs — |
| 94 | COSTELLO ASSET MANAGEMENT, INC | 200.00 +— (+0.0%) | 4.4K +2.1K (+90.9%) | 0.00% +0.000 pp | 0.00% +0.001 pp | USD19.21 +14.2% | 4 qtrs — |
| 95 | COMERICA BANK | 199.00 +199.0 (+100.0%) | 4.4K +4.4K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD21.93 +0.0% | 4 qtrs — |
| 96 | STERLING CAPITAL MANAGEMENT LLC | 171.00 +111.0 (+185.0%) | 3.8K +3.1K (+444.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD23.30 -5.9% | 5 qtrs — |
| 97 | ASTER CAPITAL MANAGEMENT (DIFC) LTD | 144.00 +144.0 (+100.0%) | 3.2K +3.2K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.001 pp | USD21.92 +0.0% | 1 qtrs NEW |
| 98 | IFP ADVISORS, INC | 122.00 +112.0 (+1,120.0%) | 2.7K +2.6K (+2,226.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD21.42 +2.4% | 3 qtrs — |
| 99 | ORG PARTNERS LLC | 107.00 +107.0 (+100.0%) | 2.3K +2.3K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD21.93 +0.0% | 1 qtrs NEW |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | F/M Emerald Life Sciences Innovation ETF LFSC | 1.40% | 1.05M | 0.54% |
| 2 | Fidelity Fundamental Small-Mid Cap ETF FFSM | 0.12% | 1.76M | 0.43% |
| 3 | iShares Micro-Cap ETF IWC | 0.12% | 1.81M | 0.60% |
| 4 | iShares Russell 2000 Growth ETF IWO | 0.03% | 5.07M | 0.24% |
| 5 | Vanguard Russell 2000 Growth ETF VTWG | 0.03% | 461.5K | 0.06% |
| 6 | State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L | 0.02% | 1.10M | 0.30% |
| 7 | iShares Russell 2000 BuyWrite ETF IWMW | 0.02% | 9.8K | 0.39% |
| 8 | iShares Russell 2000 ETF IWM | 0.02% | 14.26M | 0.19% |
| 9 | iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO | 0.02% | 93.1K | 0.36% |
| 10 | Global X - Russell 2000 ETF RSSL | 0.02% | 251.9K | 0.08% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | Chao Xingjuan | Director / Officer | M-Exempt | A | Common Stock | 23,554 | 4.70 | 110.7K | 859,901 | D | ↗ |
| 2026-05-01 | Woo Raymond | Officer | S-Sale | D | Common Stock | 1,469 | 20.39 | 30.0K | 197,648 | D | ↗ |
| 2026-04-06 | Chao Xingjuan | Director / Officer | S-Sale | D | Common Stock | 23,554 | 18.40 | 433.4K | 850,347 | D | ↗ |
| 2026-04-01 | Woo Raymond | Officer | M-Exempt | A | Common Stock | 3,025 | 4.70 | 14.2K | 169,937 | D | ↗ |
| 2026-04-01 | Manni Joseph S. | Officer | A-Award | A | Stock Option (Right to Buy) | 51,227 | 18.50 | 947.7K | 51,227 | D | ↗ |
| 2026-04-01 | Foehr David | Officer | A-Award | A | Stock Option (Right to Buy) | 36,750 | 18.50 | 679.9K | 36,750 | D | ↗ |
| 2026-04-01 | Chao Xingjuan | Director / Officer | A-Award | A | Common Stock | 97,555 | 0.00 | — | 864,347 | D | ↗ |
| 2026-04-01 | Blumberg Scott | Officer | A-Award | A | Stock Option (Right to Buy) | 51,227 | 18.50 | 947.7K | 51,227 | D | ↗ |
| 2026-03-25 | Chao Xingjuan | Director / Officer | M-Exempt | A | Common Stock | 36,628 | 2.24 | 82.0K | 747,792 | D | ↗ |
| 2026-03-03 | ROBERTSON REBECCA B | Director | S-Sale | D | Common Stock | 827 | 17.80 | 14.7K | 18,749 | D | ↗ |
| 2026-03-03 | Foehr David | Officer | M-Exempt | D | Stock Option (Right to Buy) | 1,157 | 4.70 | 5.4K | 52,885 | D | ↗ |
| 2026-03-03 | Chao Xingjuan | Director / Officer | M-Exempt | D | Stock Option (Right to Buy) | 23,554 | 4.70 | 110.7K | 172,139 | D | ↗ |
| 2026-03-02 | Woo Raymond | Officer | M-Exempt | D | Stock Option (Right to Buy) | 6,615 | 4.70 | 31.1K | 32,293 | D | ↗ |
| 2026-02-24 | Foehr David | Officer | S-Sale | D | Common Stock | 781 | 19.98 | 15.6K | 17,550 | D | ↗ |
| 2026-02-23 | Woo Raymond | Officer | S-Sale | D | Common Stock | 705 | 19.79 | 14.0K | 166,912 | D | ↗ |
| 2026-02-23 | Manni Joseph S. | Officer | S-Sale | D | Common Stock | 768 | 19.79 | 15.2K | 26,933 | D | ↗ |
| 2026-02-23 | Foehr David | Officer | S-Sale | D | Common Stock | 569 | 19.79 | 11.3K | 18,331 | D | ↗ |
| 2026-02-23 | Chao Xingjuan | Director / Officer | S-Sale | D | Common Stock | 2,084 | 19.79 | 41.2K | 725,164 | D | ↗ |
| 2026-02-23 | Blumberg Scott | Officer | S-Sale | D | Common Stock | 808 | 19.79 | 16.0K | 118,334 | D | ↗ |
| 2026-02-19 | Parvizi Josef | Director | S-Sale | D | Common Stock | 16,714 | 20.27 | 338.8K | 722,652 | I | ↗ |
| 2026-02-18 | Parvizi Josef | Director | S-Sale | D | Common Stock | 6,986 | 20.00 | 139.7K | 739,366 | I | ↗ |
| 2026-02-17 | Parvizi Josef | Director | S-Sale | D | Common Stock | 1,300 | 20.00 | 26.0K | 746,352 | I | ↗ |
| 2026-02-04 | Chao Xingjuan | Director / Officer | M-Exempt | A | Common Stock | 1,446 | 4.70 | 6.8K | 728,694 | D | ↗ |
| 2026-02-03 | Foehr David | Officer | M-Exempt | D | Stock Option (Right to Buy) | 3,403 | 4.70 | 16.0K | 59,598 | D | ↗ |
| 2026-02-02 | Woo Raymond | Officer | S-Sale | D | Common Stock | 3,025 | 20.57 | 62.2K | 167,617 | D | ↗ |
| 2026-01-15 | Parvizi Josef | Director | S-Sale | D | Common Stock | 25,000 | 22.94 | 573.5K | 747,652 | I | ↗ |
| 2026-01-05 | Foehr David | Officer | S-Sale | D | Common Stock | 2,153 | 22.60 | 48.7K | 18,900 | D | ↗ |
| 2026-01-05 | Chao Xingjuan | Director / Officer | M-Exempt | A | Common Stock | 23,554 | 4.70 | 110.7K | 764,802 | D | ↗ |
| 2026-01-02 | Woo Raymond | Officer | M-Exempt | A | Common Stock | 6,615 | 4.70 | 31.1K | 173,932 | D | ↗ |
| 2026-01-02 | ROBERTSON REBECCA B | Director | S-Sale | D | Common Stock | 2,500 | 21.89 | 54.7K | 19,576 | D | ↗ |
| 2025-12-22 | Blumberg Scott | Officer | S-Sale | D | Common Stock | 19,719 | 21.00 | 414.1K | 118,842 | D | ↗ |
| 2025-12-15 | Parvizi Josef | Director | S-Sale | D | Common Stock | 25,000 | 21.49 | 537.3K | 772,652 | I | ↗ |
| 2025-12-09 | BURKE WILLIAM W | Director | M-Exempt | D | Stock Option (Right to Buy) | 23,000 | 4.70 | 108.1K | 25,151 | D | ↗ |
| 2025-12-08 | ROBERTSON REBECCA B | Director | S-Sale | D | Common Stock | 5,000 | 20.00 | 100.0K | 8,388 | D | ↗ |
| 2025-12-08 | Parvizi Josef | Director | S-Sale | D | Common Stock | 25,000 | 20.26 | 506.5K | 797,652 | I | ↗ |
| 2025-12-04 | Chao Xingjuan | Director / Officer | M-Exempt | A | Common Stock | 25,000 | 2.24 | 56.0K | 823,135 | D | ↗ |
| 2025-12-03 | Foehr David | Officer | M-Exempt | D | Stock Option (Right to Buy) | 2,246 | 4.70 | 10.6K | 70,710 | D | ↗ |
| 2025-12-02 | ROBERTSON REBECCA B | Director | S-Sale | D | Common Stock | 827 | 16.67 | 13.8K | 8,388 | D | ↗ |
| 2025-12-01 | Woo Raymond | Officer | M-Exempt | A | Common Stock | 3,025 | 4.70 | 14.2K | 172,201 | D | ↗ |
| 2025-12-01 | Chao Xingjuan | Director / Officer | M-Exempt | A | Common Stock | 25,000 | 3.65 | 91.3K | 823,135 | D | ↗ |
| 2025-11-21 | Chao Xingjuan | Director / Officer | M-Exempt | A | Common Stock | 25,000 | 3.65 | 91.3K | 848,135 | D | ↗ |
| 2025-11-20 | Woo Raymond | Officer | F-InKind | D | Common Stock | 687 | 13.64 | 9.4K | 167,317 | D | ↗ |
| 2025-11-20 | Manni Joseph S. | Officer | F-InKind | D | Common Stock | 660 | 13.64 | 9.0K | 27,401 | D | ↗ |
| 2025-11-20 | Foehr David | Officer | F-InKind | D | Common Stock | 484 | 13.64 | 6.6K | 18,900 | D | ↗ |
| 2025-11-20 | Chao Xingjuan | Director / Officer | F-InKind | D | Common Stock | 2,887 | 13.64 | 39.4K | 795,248 | D | ↗ |
| 2025-11-20 | Blumberg Scott | Officer | F-InKind | D | Common Stock | 687 | 13.64 | 9.4K | 118,842 | D | ↗ |
| 2025-11-11 | Woo Raymond | Officer | S-Sale | D | Common Stock | 11,112 | 12.28 | 136.5K | 167,704 | D | ↗ |
| 2025-10-03 | Woo Raymond | Officer | S-Sale | D | Common Stock | 11,112 | 12.54 | 139.3K | 167,704 | D | ↗ |
| 2025-09-17 | Rogers Erica J. | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-09-04 | Woo Raymond | Officer | M-Exempt | A | Common Stock | 6,615 | 4.70 | 31.1K | 178,816 | D | ↗ |
| 2025-09-03 | ROBERTSON REBECCA B | Director | S-Sale | D | Common Stock | 827 | 11.36 | 9.4K | 9,215 | D | ↗ |
| 2025-09-02 | Woo Raymond | Officer | M-Exempt | D | Stock Option (Right to Buy) | 20,000 | 2.24 | 44.8K | 21,634 | D | ↗ |
| 2025-08-27 | Foehr David | Officer | S-Sale | D | Common Stock | 866 | 11.71 | 10.1K | 20,250 | D | ↗ |
| 2025-08-25 | Woo Raymond | Officer | F-InKind | D | Common Stock | 687 | 11.58 | 8.0K | 147,704 | D | ↗ |
| 2025-08-25 | Manni Joseph S. | Officer | F-InKind | D | Common Stock | 660 | 11.58 | 7.6K | 27,761 | D | ↗ |
| 2025-08-25 | Foehr David | Officer | F-InKind | D | Common Stock | 484 | 11.58 | 5.6K | 21,116 | D | ↗ |
| 2025-08-25 | Chao Xingjuan | Director / Officer | F-InKind | D | Common Stock | 2,887 | 11.58 | 33.4K | 773,135 | D | ↗ |
| 2025-08-25 | Blumberg Scott | Officer | F-InKind | D | Common Stock | 687 | 11.58 | 8.0K | 119,374 | D | ↗ |
| 2025-08-19 | Taylor Joseph Michael | Director | S-Sale | D | Common Stock | 7,032 | 11.76 | 82.7K | 59,235 | D | ↗ |
| 2025-07-07 | Chao Xingjuan | Director / Officer | M-Exempt | A | Common Stock | 25,000 | 2.24 | 56.0K | 801,222 | D | ↗ |
| 2025-06-18 | ROBERTSON REBECCA B | Director | S-Sale | D | Common Stock | 11,188 | 17.85 | 199.7K | 10,042 | D | ↗ |
| 2025-06-17 | ROBERTSON REBECCA B | Director | S-Sale | D | Common Stock | 7,445 | 17.63 | 131.3K | 21,230 | D | ↗ |
| 2025-06-16 | ROBERTSON REBECCA B | Director | S-Sale | D | Common Stock | 20,000 | 17.14 | 342.8K | 28,675 | D | ↗ |
| 2025-06-10 | Taylor Joseph Michael | Director | A-Award | A | Common Stock | 8,828 | 0.00 | — | 66,267 | D | ↗ |
| 2025-06-10 | Tammenoms Bakker Juliet | Director | A-Award | A | Common Stock | 8,828 | 0.00 | — | 15,446 | D | ↗ |
| 2025-06-10 | ROBERTSON REBECCA B | Director | A-Award | A | Common Stock | 8,828 | 0.00 | — | 28,675 | D | ↗ |
| 2025-06-10 | Parvizi Josef | Director | A-Award | A | Common Stock | 8,828 | 0.00 | — | 822,652 | I | ↗ |
| 2025-06-10 | BURKE WILLIAM W | Director | A-Award | A | Common Stock | 8,828 | 0.00 | — | 17,391 | D | ↗ |
| 2025-06-03 | Chao Xingjuan | Director / Officer | S-Sale | D | Common Stock | 25,000 | 17.00 | 425.0K | 776,022 | D | ↗ |
| 2025-05-15 | Chao Xingjuan | Director / Officer | M-Exempt | D | Stock Option (Right to Buy) | 48,871 | 0.39 | 19.1K | 0 | D | ↗ |
| 2025-04-23 | Chao Xingjuan | Director / Officer | S-Sale | D | Common Stock | 15,628 | 15.11 | 236.1K | 727,151 | D | ↗ |
| 2025-04-22 | Chao Xingjuan | Director / Officer | M-Exempt | D | Stock Option (Right to Buy) | 300 | 2.24 | 672.00 | 143,179 | D | ↗ |
| 2025-04-21 | Chao Xingjuan | Director / Officer | M-Exempt | D | Stock Option (Right to Buy) | 3,372 | 2.24 | 7.6K | 143,479 | D | ↗ |
| 2025-04-17 | Chao Xingjuan | Director / Officer | M-Exempt | A | Common Stock | 5,700 | 2.24 | 12.8K | 757,851 | D | ↗ |
| 2025-04-01 | Woo Raymond | Officer | A-Award | A | Common Stock | 30,695 | 0.00 | — | 148,391 | D | ↗ |
| 2025-04-01 | Manni Joseph S. | Officer | A-Award | A | Stock Option (Right to Buy) | 47,369 | 18.77 | 889.1K | 47,369 | D | ↗ |
| 2025-04-01 | Foehr David | Officer | A-Award | A | Stock Option (Right to Buy) | 36,000 | 18.77 | 675.7K | 36,000 | D | ↗ |
| 2025-04-01 | Chao Xingjuan | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 151,582 | 18.77 | 2.85M | 151,582 | D | ↗ |
| 2025-04-01 | Blumberg Scott | Officer | A-Award | A | Common Stock | 30,695 | 0.00 | — | 120,061 | D | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Xingjuan (Jane) Chao, Ph.D. President, Chief Executive Officer, and Co-Founder | 639.0K | — | 1.71M | 1.57M | 619.3K | 26.2K | 4.57M | 71.87% | ↗ |
| 2 | 2025 | Scott Blumberg Chief Financial Officer | 430.0K | — | 576.1K | 531.3K | 247.1K | — | 1.78M | 62.06% | ↗ |
| 3 | 2025 | Raymond Woo, Ph.D. Chief Technology Officer | 418.5K | — | 576.1K | 531.3K | 238.6K | — | 1.76M | 62.76% | ↗ |
| 4 | 2024 | Xingjuan (Jane) Chao, Ph.D. President, Chief Executive Officer, and Co-Founder | 494.5K | — | — | 1.01M | 278.1K | 32.7K | 1.82M | 55.72% | ↗ |
| 5 | 2024 | Scott Blumberg Chief Financial Officer | 348.9K | — | — | 492.4K | 170.7K | — | 1.01M | 48.66% | ↗ |
| 6 | 2024 | Raymond Woo, Ph.D. Chief Technology Officer | 337.5K | — | — | 201.2K | 165.2K | — | 703.9K | 28.59% | ↗ |
| 7 | 2023 | Xingjuan (Jane) Chao, Ph.D. President, Chief Executive Officer, and Co-Founder | 466.3K | — | — | 1.63M | 255.3K | 28.3K | 2.38M | 68.50% | ↗ |
| 8 | 2023 | Raymond Woo, Ph.D. Chief Technology Officer | 318.0K | — | — | 417.1K | 146.6K | — | 881.7K | 47.30% | ↗ |
| 9 | 2023 | Scott Blumberg Chief Financial Officer | 328.9K | — | — | 283.1K | 151.6K | — | 763.6K | 37.07% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Xingjuan Chao | Co-Founder, President, Chief Executive Officer & Director | 1M | female |
| Scott Blumberg | Chief Financial Officer | 677.1K | male |
| Raymond Woo | Chief Technology Officer | 657.1K | male |
| Josef Parvizi | Co-Founder, Chief Medical Advisor & Director | 242.5K | — |
| Baharan Kamousi | Senior Vice President of Data Science | — | female |
| Louisa Daniels | General Counsel | — | female |
| Sean Manni | Chief Revenue Officer | — | male |
| Kim McKeon | Vice President of People & Culture | — | female |
| Brian Price | Senior Vice President of Marketing | — | male |
| Dan Rogy | Senior Vice President of Operations | — | male |
| Joseph S. Manni | Chief Revenue Officer | — | male |
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for CBLL
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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