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CareCloud, Inc. (CCLD)

USD2.34 +0.02 (+0.65%)
US NASDAQ Healthcare Medical - Healthcare Information Services
Address 7 Clyde Road 8873
Somerset, NJ, US
CEO Stephen A. Snyder
Website carecloud.com
IPO 2014-07-23
CIK 1582982 ISIN US14167R1005

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Also trades on NASDAQ Global Market · CCLD (USD) NASDAQ Global Market · CCLDO (USD) NASDAQ Global Market · CCLDP (USD) NASDAQ Global Market · MTBC (USD) NASDAQ Global Market · MTBCO (USD) NASDAQ Global Market · MTBCP (USD)
Description

CareCloud, Inc. operates as a specialized healthcare technology firm, delivering a comprehensive portfolio of cloud-powered solutions and related professional services. Its primary clientele consists of medical providers and hospitals throughout the United States. The company strategically organizes its activities into two core divisions: Healthcare IT and Medical Practice Management. Through its Software-as-a-Service (SaaS) platform, CareCloud provides essential tools for managing revenue cycles, administering practices, handling electronic health records, gleaning business insights, facilitating telehealth, and enhancing patient engagement. These offerings, complemented by various software utilities and tailored business services, are designed to empower diverse medical groups and health systems. Professionals such as doctors, nurses, physician assistants, and other clinical staff who render billable services are among its key users. Established in 1999 and based in Somerset, New Jersey, the entity was originally named MTBC, Inc. before officially adopting CareCloud, Inc. in March 2021.

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
USD2.34 +0.02 (+0.65%)
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Volume Profile
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Liquidity & share structure
Average Volume
511.5K
Beta
1.51
Float Shares
25.50M
Free Float %
60.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.44% -21.95% -17.04% -5.08% -30.22% -23.29% +10.34% -32.93% -70.57% +128.57% -47.66%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

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
2.34
Low 3.00 +28.5%
Consensus 3.13 +34.0%
Median 3.13 +33.8%
High 3.25 +39.2%
DCF (Unlevered) 0.10 -95.6%
DCF (Levered) 0.26 -88.7%

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) 67% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 1 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month — —
Last Quarter — —
Last Year 1
3.25
+39.2%
All Time 3
2.58
+10.5%
Quality scores
Altman Z-Score
3.00
Safe zone
Piotroski F-Score
4 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
2 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • ✓
    Revenue growth Medical - Healthcare Information Services: +14.2%
    +8.7% Q1'26: +13.2% (vs Q1'25)
  • ✓
    EPS growth Medical - Healthcare Information Services: +43.1%
    +135.7% ★ Q1'26: +74.0% (vs Q1'25)
  • ✓
    FCF margin FCF growth · Medical - Healthcare Information Services: +49.2%
    +18.8% Q1'26: +10.2% (vs Q1'25)
  • ✗
    EBIT margin Medical - Healthcare Information Services: +8.8%
    +9.4% ★ Q1'26: +3.4% (vs Q1'25)
  • ✓
    ROIC Medical - Healthcare Information Services: +5.2%
    +18.3% ★ Q1'26: +6.6% (vs Q1'25)
  • ✗
    Share dilution Medical - Healthcare Information Services: -0.1%
    +2,250.5% Q1'26: +161.5% (vs Q1'25)
  • ✓
    Debt / EBITDA Net debt/EBITDA · Medical - Healthcare Information Services: -0.74×
    0.15× Q1'26: 0.26× (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 (1.60) × ERP
WACC = 100% × Ke + 0% × Kd (6.7%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
—
Intrinsic value (base): 0.10 Current price: 2.34
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 2015
actual 		Dec 2016
actual 		Dec 2017
actual 		Dec 2018
actual 		Dec 2019
actual 		Dec 2020
actual 		Dec 2021
actual 		Dec 2022
actual 		Dec 2023
actual 		Dec 2024
actual 		Dec 2025
actual 		Dec 2026
3 Rev. Ana.
3 EPS Ana. 		Dec 2027
2 Rev. Ana.
2 EPS Ana.
Revenue
23.08M
est: 23.00M (+0.3%)
24.49M
est: 23.70M (+3.3%)
31.81M
est: 31.80M (+0.0%)
50.55M
est: 50.05M (+1.0%)
64.44M
est: 64.82M (-0.6%)
105.12M
est: 105.12M (+0.0%)
139.60M
est: 139.26M (+0.2%)
138.83M
est: 139.67M (-0.6%)
117.06M
est: 111.75M (+4.8%)
110.84M
est: 110.59M (+0.2%)
120.50M
est: 117.88M (+2.2%)
131.11M
130.16M – 132.18M
+11.2% YoY
140.48M
139.46M – 141.62M
+7.1% YoY
EBITDA
337.4K
est: 1.37M (-75.3%)
-2.81M
est: 1.41M (-299.7%)
126.8K
est: 1.89M (-93.3%)
909.1K
est: 2.97M (-69.4%)
3.13M
est: 3.85M (-18.6%)
4.80M
est: 6.24M (-23.1%)
19.70M
est: 8.27M (+138.2%)
21.03M
est: 8.29M (+153.5%)
-31.29M
est: 10.86M (-388.2%)
25.05M
est: 10.74M (+133.1%)
28.26M
est: 11.45M (+146.8%)
12.74M
12.65M – 12.84M
+11.2% YoY
13.65M
13.55M – 13.76M
+7.1% YoY
EBIT
-4.26M
est: -1.56M (-173.7%)
-7.92M
est: -1.60M (-393.5%)
-4.17M
est: -2.15M (-93.8%)
-1.94M
est: -3.39M (+42.6%)
67.0K
est: -4.39M (+101.5%)
-8.22M
est: -7.12M (-15.5%)
3.45M
est: -9.43M (+136.6%)
6.01M
est: -9.46M (+163.6%)
-47.84M
est: -3.72M (-1,184.5%)
8.91M
est: -3.69M (+341.8%)
11.28M
est: -3.93M (+387.2%)
-4.37M
-4.41M – -4.34M
-11.2% YoY
-4.68M
-4.72M – -4.65M
-7.1% YoY
Net Income
-4.69M
est: -8.15M (+42.5%)
-8.80M
est: -11.79M (+25.4%)
-5.57M
est: -645.9K (-761.6%)
-2.14M
est: -9.85M (+78.3%)
-871.8K
est: -8.95M (+90.3%)
-8.81M
est: -30.08M (+70.7%)
2.84M
est: -14.82M (+119.1%)
5.43M
est: -10.62M (+151.1%)
-48.67M
est: -1.38B (+96.5%)
7.85M
est: -107.03M (+107.3%)
10.80M
est: 35.73M (-69.8%)
74.01M
72.16M – 75.86M
+107.1% YoY
112.66M
111.54M – 113.79M
+52.2% YoY
SGA
12.44M
est: 5.64M (+120.5%)
13.68M
est: 5.81M (+135.5%)
12.84M
est: 7.80M (+64.7%)
17.88M
est: 12.27M (+45.7%)
19.43M
est: 15.89M (+22.3%)
29.39M
est: 25.78M (+14.0%)
33.06M
est: 34.15M (-3.2%)
33.61M
est: 34.25M (-1.9%)
31.11M
est: 25.46M (+22.2%)
22.36M
est: 25.19M (-11.3%)
23.20M
est: 26.85M (-13.6%)
29.87M
29.65M – 30.11M
+11.2% YoY
32.00M
31.77M – 32.26M
+7.1% YoY
EPS
-0.48
est: -0.51 (+5.0%)
-0.88
est: -0.73 (-20.5%)
-0.51
est: -0.04 (-1,175.0%)
-0.18
est: -0.61 (+70.5%)
-0.07
est: -0.55 (+87.0%)
-1.79
est: -1.86 (+3.9%)
-0.77
est: -0.92 (+16.1%)
-0.67
est: -0.66 (-1.8%)
-4.11
est: -3.64 (-12.9%)
-0.28
est: -0.28 (+0.7%)
0.10
est: 0.10 (+5.3%)
0.20
0.19 – 0.20
+105.3% YoY
0.30
0.29 – 0.30
+52.1% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 A- 4/5 2/5 5/5 5/5 3/5 3/5 3/5
2026-05-06 B 3/5 2/5 5/5 5/5 3/5 1/5 1/5
2026-05-05 B 3/5 2/5 5/5 5/5 3/5 1/5 1/5
2026-05-04 B 3/5 2/5 5/5 5/5 3/5 1/5 1/5
2026-05-01 B 3/5 2/5 5/5 5/5 2/5 1/5 1/5
2026-04-30 B 3/5 2/5 5/5 5/5 2/5 1/5 1/5
2026-04-29 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-04-28 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-04-27 B 3/5 3/5 4/5 5/5 2/5 1/5 1/5
2026-04-24 B 3/5 3/5 4/5 5/5 2/5 1/5 1/5
2026-04-23 B 3/5 3/5 4/5 5/5 2/5 1/5 1/5
2026-04-22 B 3/5 3/5 4/5 5/5 2/5 1/5 1/5
2026-04-21 B 3/5 3/5 4/5 5/5 2/5 1/5 1/5
2026-04-20 B 3/5 3/5 4/5 5/5 2/5 1/5 1/5
2026-04-17 B 3/5 3/5 4/5 5/5 2/5 1/5 1/5
2026-04-16 B 3/5 3/5 4/5 5/5 2/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
28.30M
OE per share TTM
0.46
Owner's Yield
26.98%
Maintenance CapEx ratio
9.80%
Maint CapEx / Avg PPE
8.8%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
7
Total invested
3.78M
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
7
-66 vs prev Q
New positions
1
Closed positions
63
Increased
2
Reduced
2
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
# Investor ⇅ Shares / Δ ⇅ Mkt value / Δ ⇅ Own% / Δ ⇅ Weight% / Δ ⇅ Avg px / Perf. ⇅ Hold / Status ⇅
1 VANGUARD GROUP INC 1.66M +486.4K (+41.3%) 4.86M +1.1M (+28.5%) 3.93% +0.371 pp 0.00% +0.000 pp USD3.16 -7.6% 19 qtrs —
2 AMERIPRISE FINANCIAL INC 1.31M -315.7K (-19.5%) 3.82M -1.4M (-26.6%) 3.08% -1.814 pp 0.00% 0.000 pp USD1.39 +110.1% 4 qtrs —
3 HILLSDALE INVESTMENT MANAGEMENT INC. 804.5K +137.6K (+20.6%) 2.35M +208.5K (+9.7%) 1.90% -0.115 pp 0.06% +0.000 pp USD3.12 -6.4% 5 qtrs —
4 ESSEX INVESTMENT MANAGEMENT CO LLC 684.9K +684.9K (+100.0%) 2.00M +2.0M (+100.0%) 1.62% +1.617 pp 0.30% +0.305 pp USD2.92 +0.0% 1 qtrs NEW
5 AMERICAN CENTURY COMPANIES INC 459.3K +339.4K (+283.0%) 1.34M +956.3K (+248.4%) 1.08% +0.722 pp 0.00% +0.001 pp USD2.93 -0.3% 3 qtrs —
6 RENAISSANCE TECHNOLOGIES LLC 446.0K +218.5K (+96.1%) 1.30M +572.1K (+78.3%) 1.05% +0.366 pp 0.00% +0.001 pp USD2.79 +4.7% 15 qtrs —
7 GEODE CAPITAL MANAGEMENT, LLC 397.1K +1.6K (+0.4%) 1.16M -110.2K (-8.7%) 0.94% -0.257 pp 0.00% +0.000 pp USD3.40 -14.1% 20 qtrs —
8 BRIDGEWAY CAPITAL MANAGEMENT, LLC 380.8K +58.8K (+18.3%) 1.11M +78.3K (+7.6%) 0.90% -0.074 pp 0.02% +0.001 pp USD5.65 -48.3% 19 qtrs —
9 DIMENSIONAL FUND ADVISORS LP 252.1K +141.3K (+127.6%) 736.3K +379.8K (+106.5%) 0.60% +0.261 pp 0.00% +0.000 pp USD2.91 +0.3% 6 qtrs —
10 ROUND ROCK ADVISORS, LLC 216.4K +145.7K (+206.2%) 660.4K +434.2K (+192.0%) 0.51% +0.297 pp 0.10% +0.064 pp USD3.01 -3.0% 2 qtrs —
11 LEGATO CAPITAL MANAGEMENT LLC 221.6K +221.6K (+100.0%) 646.9K +646.9K (+100.0%) 0.52% +0.523 pp 0.06% +0.056 pp USD2.92 +0.0% 1 qtrs NEW
12 APOLLO MANAGEMENT HOLDINGS, L.P. 209.8K +— (+0.0%) 612.7K -60.9K (-9.0%) 0.50% -0.138 pp 0.01% -0.002 pp USD8.42 -65.3% 19 qtrs —
13 BLACKROCK, INC. 192.6K +3.7K (+2.0%) 562.5K -44.0K (-7.2%) 0.45% -0.116 pp 0.00% +0.000 pp USD2.42 +20.7% 6 qtrs —
14 STATE STREET CORP 173.1K +8.3K (+5.0%) 505.5K -23.6K (-4.5%) 0.41% -0.089 pp 0.00% +0.000 pp USD3.40 -14.1% 18 qtrs —
15 GOLDMAN SACHS GROUP INC 168.1K +27.6K (+19.6%) 490.9K +39.8K (+8.8%) 0.40% -0.028 pp 0.00% +0.000 pp USD2.80 +4.3% 5 qtrs —
16 683 CAPITAL MANAGEMENT, LLC 159.8K +159.8K (+100.0%) 466.5K +466.5K (+100.0%) 0.38% +0.377 pp 0.02% +0.020 pp USD2.92 +0.0% 1 qtrs NEW
17 ACADIAN ASSET MANAGEMENT LLC 139.2K -90.6K (-39.4%) 406.0K -330.0K (-44.8%) 0.33% -0.365 pp 0.00% -0.001 pp USD1.94 +50.5% 5 qtrs —
18 CITADEL ADVISORS LLC 137.2K -106.2K (-43.6%) 400.6K -380.6K (-48.7%) 0.32% -0.411 pp 0.00% 0.000 pp USD3.21 -9.0% 2 qtrs —
19 EMPOWERED FUNDS, LLC 136.9K +58.8K (+75.3%) 399.6K +149.1K (+59.5%) 0.32% +0.087 pp 0.00% +0.001 pp USD2.90 +0.7% 11 qtrs —
20 WELLS FARGO & COMPANY/MN 136.0K -5.0K (-3.5%) 397.1K -55.5K (-12.3%) 0.32% -0.105 pp 0.00% +0.000 pp USD2.75 +6.2% 19 qtrs —
21 MCDONALD PARTNERS LLC 122.7K +1.6K (+1.3%) 358.4K -30.4K (-7.8%) 0.29% -0.076 pp 0.11% -0.003 pp USD2.13 +37.1% 19 qtrs —
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 118.9K +37.7K (+46.4%) 347.2K +86.5K (+33.2%) 0.28% +0.036 pp 0.00% +0.000 pp USD2.88 +1.4% 3 qtrs —
23 CHAPIN DAVIS, INC. 111.3K -8.0K (-6.7%) 325.0K -57.9K (-15.1%) 0.26% -0.098 pp 0.08% -0.018 pp USD1.54 +89.6% 13 qtrs —
24 CORSAIR CAPITAL MANAGEMENT, L.P. 110.0K +60.0K (+120.0%) 321.2K +160.7K (+100.1%) 0.26% +0.109 pp 0.05% +0.023 pp USD3.05 -4.3% 2 qtrs —
25 SEI INVESTMENTS CO 108.7K +108.7K (+100.0%) 317.3K +317.3K (+100.0%) 0.26% +0.256 pp 0.00% +0.000 pp USD2.92 +0.0% 1 qtrs NEW
26 OMERS ADMINISTRATION CORP 103.6K +92.4K (+825.0%) 302.5K +266.6K (+741.4%) 0.24% +0.211 pp 0.00% +0.002 pp USD2.95 -1.0% 2 qtrs —
27 REGAL PARTNERS LTD 100.0K +— (+0.0%) 292.0K -29.0K (-9.0%) 0.24% -0.066 pp 0.02% -0.006 pp USD3.21 -9.0% 2 qtrs —
28 HERON BAY CAPITAL MANAGEMENT 92.7K +18.1K (+24.3%) 270.8K +31.3K (+13.1%) 0.22% -0.006 pp 0.05% +0.007 pp USD2.51 +16.3% 10 qtrs —
29 TWO SIGMA INVESTMENTS, LP 89.7K -97.9K (-52.2%) 261.8K -340.3K (-56.5%) 0.21% -0.355 pp 0.00% -0.001 pp USD2.03 +43.8% 7 qtrs —
30 BAILARD, INC. 89.0K +4.7K (+5.5%) 259.7K -10.8K (-4.0%) 0.21% -0.045 pp 0.01% 0.000 pp USD3.19 -8.5% 2 qtrs —
31 BANK OF AMERICA CORP /DE/ 88.7K -14.7K (-14.2%) 259.0K -72.8K (-21.9%) 0.21% -0.103 pp 0.00% +0.000 pp USD1.70 +71.8% 13 qtrs —
32 MARSHALL WACE, LLP 83.6K -115.5K (-58.0%) 244.1K -394.9K (-61.8%) 0.20% -0.404 pp 0.00% 0.000 pp USD3.21 -9.0% 2 qtrs —
33 ENGINEERS GATE MANAGER LP 78.1K -29.2K (-27.2%) 228.2K -116.3K (-33.8%) 0.18% -0.140 pp 0.00% -0.001 pp USD3.21 -9.0% 2 qtrs —
34 NORTHERN TRUST CORP 75.7K +627.0 (+0.8%) 221.1K -19.9K (-8.3%) 0.18% -0.048 pp 0.00% +0.000 pp USD3.94 -25.9% 19 qtrs —
35 CREATIVE PLANNING 66.4K +— (+0.0%) 193.7K -19.2K (-9.0%) 0.16% -0.044 pp 0.00% +0.000 pp USD1.39 +110.1% 4 qtrs —
36 CRESCENT GROVE ADVISORS, LLC 60.0K +— (+0.0%) 175.2K -17.4K (-9.0%) 0.14% -0.040 pp 0.02% -0.002 pp USD1.39 +110.1% 4 qtrs —
37 JANE STREET GROUP, LLC 59.6K -153.1K (-72.0%) 174.1K -508.6K (-74.5%) 0.14% -0.502 pp 0.00% 0.000 pp USD3.21 -9.0% 2 qtrs —
38 MORGAN STANLEY 59.1K -35.6K (-37.6%) 172.4K -131.5K (-43.3%) 0.14% -0.147 pp 0.00% +0.000 pp USD2.40 +21.7% 5 qtrs —
39 MILLENNIUM MANAGEMENT LLC 53.3K -35.2K (-39.8%) 155.6K -128.4K (-45.2%) 0.13% -0.141 pp 0.00% 0.000 pp USD3.21 -9.0% 7 qtrs —
40 QUBE RESEARCH & TECHNOLOGIES LTD 52.3K +25.3K (+93.6%) 152.9K +66.1K (+76.1%) 0.12% +0.042 pp 0.00% +0.000 pp USD3.07 -4.9% 2 qtrs —
41 CAPTRUST FINANCIAL ADVISORS 50.1K +1.0K (+2.0%) 146.4K -11.3K (-7.2%) 0.12% -0.030 pp 0.00% +0.000 pp USD3.20 -8.8% 2 qtrs —
42 BARCLAYS PLC 41.4K +41.4K (+100.0%) 120.9K +120.9K (+100.0%) 0.10% +0.098 pp 0.00% +0.000 pp USD2.92 +0.0% 1 qtrs NEW
43 LPL FINANCIAL LLC 36.1K +36.1K (+100.0%) 105.5K +105.5K (+100.0%) 0.09% +0.085 pp 0.00% +0.000 pp USD2.92 +0.0% 1 qtrs NEW
44 COMMONWEALTH EQUITY SERVICES, LLC 33.5K +— (+0.0%) 97.8K -10.2K (-9.4%) 0.08% -0.022 pp 0.00% +0.000 pp USD1.55 +88.4% 4 qtrs —
45 XTX TOPCO LTD 31.7K -26.2K (-45.3%) 92.5K -93.4K (-50.2%) 0.07% -0.100 pp 0.00% -0.007 pp USD3.21 -9.0% 6 qtrs —
46 CETERA INVESTMENT ADVISERS 31.6K +— (+0.0%) 92.3K -9.2K (-9.0%) 0.07% -0.021 pp 0.00% +0.000 pp USD1.46 +100.0% 4 qtrs —
47 MAN GROUP PLC 28.7K +28.7K (+100.0%) 83.9K +83.9K (+100.0%) 0.07% +0.068 pp 0.00% +0.000 pp USD2.92 +0.0% 1 qtrs NEW
48 UBS GROUP AG 27.5K -5.1K (-15.7%) 80.4K -24.4K (-23.3%) 0.07% -0.034 pp 0.00% +0.000 pp USD2.40 +21.7% 19 qtrs —
49 KINGSVIEW WEALTH MANAGEMENT, LLC 26.7K +670.0 (+2.6%) 77.9K -5.6K (-6.7%) 0.06% -0.016 pp 0.00% 0.000 pp USD1.43 +104.2% 4 qtrs —
50 PRICE T ROWE ASSOCIATES INC /MD/ 23.7K +— (+0.0%) 70.0K -7.0K (-9.1%) 0.06% -0.016 pp 0.00% +0.000 pp USD7.99 -63.5% 19 qtrs —
51 — 22.8K +— (+0.0%) 66.6K -6.6K (-9.0%) 0.05% -0.015 pp 0.02% -0.003 pp USD1.39 +110.1% 4 qtrs —
52 TWO SIGMA ADVISERS, LP 22.8K -85.0K (-78.8%) 66.6K -279.5K (-80.8%) 0.05% -0.272 pp 0.00% -0.001 pp USD2.00 +46.0% 5 qtrs —
53 VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC 21.4K +265.0 (+1.3%) 62.5K -5.4K (-7.9%) 0.05% -0.013 pp 0.00% 0.000 pp USD2.37 +23.2% 3 qtrs —
54 HRT FINANCIAL LP 14.9K +14.9K (+100.0%) 43.0K +43.0K (+100.0%) 0.04% +0.035 pp 0.00% +0.000 pp USD2.92 +0.0% 1 qtrs NEW
55 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 12.5K +— (+0.0%) 36.4K -3.6K (-9.0%) 0.03% -0.008 pp 0.00% +0.000 pp USD3.21 -9.0% 2 qtrs —
56 GROUP ONE TRADING, L.P. 12.3K +12.3K (+100.0%) 36.0K +36.0K (+100.0%) 0.03% +0.029 pp 0.00% +0.000 pp USD2.92 +0.0% 1 qtrs NEW
57 SIMPLEX TRADING, LLC 12.3K +12.3K (+100.0%) 36.0K +36.0K (+100.0%) 0.03% +0.029 pp 0.00% +0.000 pp USD2.92 +0.0% 1 qtrs NEW
58 PRUDENTIAL FINANCIAL INC 12.3K +— (+0.0%) 35.9K -3.6K (-9.0%) 0.03% -0.008 pp 0.00% +0.000 pp USD3.21 -9.0% 2 qtrs —
59 NEWEDGE ADVISORS, LLC 7.1K +— (+0.0%) 20.7K -2.1K (-9.0%) 0.02% -0.005 pp 0.00% +0.000 pp USD2.19 +33.3% 13 qtrs —
60 CENTER FOR FINANCIAL PLANNING, INC. 5.4K +— (+0.0%) 15.7K -1.6K (-9.0%) 0.01% -0.004 pp 0.00% 0.000 pp USD1.39 +110.1% 4 qtrs —
61 ADVISOR GROUP HOLDINGS, INC. 4.2K +— (+0.0%) 12.2K -3.6K (-22.9%) 0.01% -0.003 pp 0.00% +0.000 pp USD2.15 +35.8% 19 qtrs —
62 FMR LLC 511.00 -1.0 (-0.2%) 1.5K -151.0 (-9.2%) 0.00% 0.000 pp 0.00% +0.000 pp USD2.13 +37.1% 16 qtrs —
63 FAIRSCALE CAPITAL, LLC 281.00 +— (+0.0%) 821.00 -81.0 (-9.0%) 0.00% 0.000 pp 0.00% 0.000 pp USD1.95 +49.7% 7 qtrs —
64 OPTIMA CAPITAL LLC 151.00 +151.0 (+100.0%) 441.00 +441.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.91 +0.3% 1 qtrs NEW
65 SBI SECURITIES CO., LTD. 109.00 -400.0 (-78.6%) 318.00 -1.3K (-80.5%) 0.00% -0.001 pp 0.00% +0.000 pp USD3.60 -18.9% 5 qtrs —
66 JONES FINANCIAL COMPANIES LLLP 33.00 +— (+0.0%) 96.00 -15.0 (-13.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.18 -8.2% 2 qtrs —
67 MODUS ADVISORS, LLC 15.00 +15.0 (+100.0%) 44.00 +44.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.87 +1.7% 1 qtrs NEW
68 CITIGROUP INC 14.00 +14.0 (+100.0%) 41.00 +41.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.86 +2.1% 1 qtrs NEW
69 BAADER BANK AKTIENGESELLSCHAFT — -12.0K (-100.0%) — -23.8K (-100.0%) 0.00% -0.036 pp 0.00% -0.002 pp USD— 2 qtrs SOLD
70 WALLEYE CAPITAL LLC — -39.4K (-100.0%) — -126.6K (-100.0%) 0.00% -0.119 pp 0.00% -0.001 pp USD— 2 qtrs SOLD
71 B. RILEY WEALTH ADVISORS, INC. — -107.2K (-100.0%) — -344.2K (-100.0%) 0.00% -0.324 pp 0.00% -0.016 pp USD— 3 qtrs SOLD
72 ABOUND WEALTH MANAGEMENT — -300.0 (-100.0%) — -963.0 (-100.0%) 0.00% -0.001 pp 0.00% 0.000 pp USD— 2 qtrs SOLD
73 RISE ADVISORS, LLC — -360.0 (-100.0%) — -1.2K (-100.0%) 0.00% -0.001 pp 0.00% 0.000 pp USD— 3 qtrs SOLD
74 ROYAL BANK OF CANADA — -1.8K (-100.0%) — -6.0K (-100.0%) 0.00% -0.005 pp 0.00% +0.000 pp USD— 3 qtrs SOLD
75 JUMP FINANCIAL, LLC — -11.6K (-100.0%) — -37.2K (-100.0%) 0.00% -0.035 pp 0.00% 0.000 pp USD— 2 qtrs SOLD
76 SQUAREPOINT OPS LLC — -43.3K (-100.0%) — -139.1K (-100.0%) 0.00% -0.131 pp 0.00% 0.000 pp USD— 2 qtrs SOLD
77 DYNAMIC TECHNOLOGY LAB PRIVATE LTD — -27.9K (-100.0%) — -90.0K (-100.0%) 0.00% -0.084 pp 0.00% -0.015 pp USD— 2 qtrs SOLD
78 TOWER RESEARCH CAPITAL LLC (TRC) — -47.3K (-100.0%) — -151.8K (-100.0%) 0.00% -0.143 pp 0.00% -0.004 pp USD— 19 qtrs SOLD
79 CENTIVA CAPITAL, LP — -14.8K (-100.0%) — -47.5K (-100.0%) 0.00% -0.045 pp 0.00% -0.001 pp USD— 2 qtrs SOLD
80 TWO SIGMA SECURITIES, LLC — -10.6K (-100.0%) — -34.1K (-100.0%) 0.00% -0.032 pp 0.00% -0.005 pp USD— 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 23 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.02% 292.3K 0.60%
2 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.02% 287.0K 0.47%
3 Avantis U.S. Small Cap Value ETF AVUV 0.00% 1.11M 0.25%
4 U.S. Micro Cap Portfolio ETF DFMC 0.00% 171.2K 0.43%
5 Dimensional - US Vector Equity ETF DXUV 0.00% 10.7K 0.28%
6 Dimensional - US Small Cap ETF DFAS 0.00% 304.8K 0.26%
7 Avantis U.S. Small Cap Equity ETF AVSC 0.00% 56.8K 0.25%
8 Dimensional - US Small Cap Value ETF DFSV 0.00% 79.7K 0.30%
9 Vanguard Extended Market ETF VXF 0.00% 924.0K 0.05%
10 Dimensional - US Sustainability Core 1 ETF DFSU 0.00% 8.3K 0.15%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.50
Neutral
Ratio by volume
0.73
Neutral
Buys
1
Sells
2
Shares acquired
40.0K
Shares disposed
55.0K
Cash buys
—
Cash sales
1.00
Net activity
-15,000
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
2026-02-08 Sharnak Lawrence Steven Director M-Exempt A Common Stock 7,500 0.00 — 127,750 D ↗
2026-02-08 MUNTER CAMERON Director M-Exempt A Common Stock 7,500 0.00 — 202,750 D ↗
2026-02-08 KORN BILL Director M-Exempt A Common Stock 7,500 0.00 — 211,633 D ↗
2026-02-08 BUSQUET ANNE Director M-Exempt A Common Stock 7,500 0.00 — 295,138 D ↗
2026-01-31 Sharnak Lawrence Steven Director M-Exempt A Common Stock 6,250 0.00 — 120,250 D ↗
2026-01-31 MUNTER CAMERON Director M-Exempt D Restricted Stock Unit 6,250 0.00 — 33,750 D ↗
2026-01-31 KORN BILL Director M-Exempt D Restricted Stock Unit 6,250 0.00 — 33,750 D ↗
2026-01-31 BUSQUET ANNE Director M-Exempt D Restricted Stock Unit 6,250 0.00 — 33,750 D ↗
2025-12-02 DALY JOHN N Director M-Exempt A Common Stock 40,000 0.00 — 91,750 D ↗
2025-11-10 DALY JOHN N Director S-Sale D Common Stock 15,000 3.41 51.2K 51,750 D ↗
2025-09-29 HAQ MAHMUD UL Director / Officer / 10% Owner S-Sale D Series B Cum Redeemable Perp Pref Stock [CCLDO] 11,960 21.08 252.1K 0 D ↗
2025-08-08 Sharnak Lawrence Steven Director M-Exempt D Restricted Stock Unit 7,500 0.00 — 40,000 D ↗
2025-08-08 MUNTER CAMERON Director M-Exempt D Restricted Stock Unit 7,500 0.00 — 40,000 D ↗
2025-08-08 KORN BILL Director M-Exempt D Restricted Stock Unit 7,500 0.00 — 40,000 D ↗
2025-08-08 DALY JOHN N Director M-Exempt D Restricted Stock Unit 7,500 0.00 — 40,000 D ↗
2025-08-08 BUSQUET ANNE Director M-Exempt A Common Stock 7,500 0.00 — 281,388 D ↗
2025-08-01 Sharnak Lawrence Steven Director M-Exempt A Common Stock 7,500 0.00 — 106,500 D ↗
2025-08-01 MUNTER CAMERON Director M-Exempt A Common Stock 7,500 0.00 — 181,500 D ↗
2025-08-01 KORN BILL Director M-Exempt D Restricted Stock Unit 7,500 0.00 — 47,500 D ↗
2025-08-01 DALY JOHN N Director M-Exempt A Common Stock 7,500 0.00 — 69,250 D ↗
2025-08-01 BUSQUET ANNE Director M-Exempt D Restricted Stock Unit 7,500 0.00 — 47,500 D ↗
2025-07-31 Sharnak Lawrence Steven Director A-Award A Restricted Stock Unit 25,000 0.00 — 55,000 D ↗
2025-07-31 MUNTER CAMERON Director A-Award A Restricted Stock Unit 25,000 0.00 — 55,000 D ↗
2025-07-31 KORN BILL Director A-Award A Restricted Stock Unit 25,000 0.00 — 55,000 D ↗
2025-07-31 DALY JOHN N Director A-Award A Restricted Stock Unit 25,000 0.00 — 55,000 D ↗
2025-07-31 BUSQUET ANNE Director A-Award A Restricted Stock Unit 25,000 0.00 — 55,000 D ↗
2025-06-17 DALY JOHN N Director S-Sale D Common Stock 15,000 2.11 31.7K 61,750 D ↗
2025-02-08 Sharnak Lawrence Steven Director M-Exempt D Restricted Stock Unit 7,500 0.00 — 30,000 D ↗
2025-02-08 MUNTER CAMERON Director M-Exempt D Restricted Stock Unit 7,500 0.00 — 30,000 D ↗
2025-02-08 KORN BILL Director M-Exempt A Common Stock 7,500 0.00 — 182,883 D ↗
2025-02-08 DALY JOHN N Director M-Exempt D Restricted Stock Unit 7,500 0.00 — 30,000 D ↗
2025-02-08 BUSQUET ANNE Director M-Exempt A Common Stock 7,500 0.00 — 266,388 D ↗
2025-02-01 Sharnak Lawrence Steven Director M-Exempt D Restricted Stock Unit 7,500 0.00 — 37,500 D ↗
2025-02-01 MUNTER CAMERON Director M-Exempt D Restricted Stock Unit 7,500 0.00 — 37,500 D ↗
2025-02-01 KORN BILL Director M-Exempt D Restricted Stock Unit 7,500 0.00 — 37,500 D ↗
2025-02-01 DALY JOHN N Director M-Exempt D Restricted Stock Unit 7,500 0.00 — 37,500 D ↗
2025-02-01 BUSQUET ANNE Director M-Exempt A Common Stock 7,500 0.00 — 258,888 D ↗
2025-01-01 Williams Crystal Officer — — Common Stock 0 0.00 — 8,550 D ↗
2024-12-31 DALY JOHN N Director S-Sale D Common Stock 5,000 3.87 19.4K 61,750 D ↗
2024-12-16 SNYDER STEPHEN ANDREW Officer M-Exempt D Restricted Stock Unit 12,000 0.00 — 0 D ↗
2024-12-16 ROTH NORMAN Officer F-InKind D Series B Cum Redeemable Perp Pref Stock [CCLDO] 3,500 18.30 64.1K 6,500 D ↗
2024-12-16 HAQ MAHMUD UL Director / Officer / 10% Owner M-Exempt A Series B Cum Redeemable Perp Pref Stock [CCLDO] 12,000 0.00 — 17,480 D ↗
2024-12-16 Chaudhry A Hadi Director / Officer M-Exempt D Restricted Stock Unit 12,000 0.00 — 0 D ↗
2024-12-11 MUNTER CAMERON Director S-Sale D Common Stock 30,000 4.10 123.0K 159,000 D ↗
2024-12-02 DALY JOHN N Director S-Sale D Common Stock 10,000 3.65 36.5K 66,750 D ↗
2024-08-08 Sharnak Lawrence Steven Director A-Award A Restricted Stock Unit 30,000 0.00 — 45,000 — ↗
2024-08-08 MUNTER CAMERON Director A-Award A Restricted Stock Unit 30,000 0.00 — 45,000 — ↗
2024-08-08 KORN BILL Director A-Award A Restricted Stock Unit 30,000 0.00 — 45,000 — ↗
2024-08-08 DALY JOHN N Director A-Award A Restricted Stock Unit 30,000 0.00 — 45,000 — ↗
2024-08-08 BUSQUET ANNE Director A-Award A Restricted Stock Unit 30,000 0.00 — 45,000 — ↗
2024-08-02 Sharnak Lawrence Steven Director M-Exempt D Restricted Stock Unit 5,000 0.00 — 15,000 — ↗
2024-08-02 MUNTER CAMERON Director M-Exempt A Common Stock 5,000 0.00 — 189,000 — ↗
2024-08-02 DALY JOHN N Director M-Exempt D Restricted Stock Unit 5,000 0.00 — 15,000 — ↗
2024-08-02 BUSQUET ANNE Director M-Exempt D Restricted Stock Unit 5,000 0.00 — 15,000 — ↗
2024-08-01 Sharnak Lawrence Steven Director M-Exempt D Restricted Stock Unit 7,500 0.00 — 20,000 — ↗
2024-08-01 MUNTER CAMERON Director M-Exempt A Common Stock 7,500 0.00 — 184,000 — ↗
2024-08-01 KORN BILL Director M-Exempt A Common Stock 7,500 0.00 — 167,883 — ↗
2024-08-01 DALY JOHN N Director M-Exempt A Common Stock 7,500 0.00 — 71,750 — ↗
2024-08-01 BUSQUET ANNE Director M-Exempt D Restricted Stock Unit 7,500 0.00 — 20,000 — ↗
2024-07-31 ROTH NORMAN Officer M-Exempt A Common Stock 3,500 0.00 — 100,200 — ↗
2024-05-01 SNYDER STEPHEN ANDREW Officer — D Common Stock 0 0.00 — 229,495 — ↗
2024-04-30 ROTH NORMAN Officer M-Exempt A Common Stock 3,500 0.00 — 97,925 — ↗
2024-03-19 ROTH NORMAN Officer D-Return A Restricted Stock Unit 10,000 0.00 — 10,000 — ↗
2024-03-19 HAQ MAHMUD UL Director / Officer / 10% Owner A-Award A Restricted Stock Unit 12,000 0.00 — 12,000 — ↗
2024-03-19 Chaudhry A Hadi Director / Officer A-Award A Restricted Stock Unit 12,000 0.00 — 12,000 — ↗
2024-02-15 ROTH NORMAN Officer D-Return D Restricted Stock Unit 9,800 0.00 — 7,000 — ↗
2024-02-15 HAQ MAHMUD UL Director / Officer / 10% Owner D-Return D Restricted Stock Unit 12,000 0.00 — 0 — ↗
2024-02-15 Garcia Nathalie Grey Officer M-Exempt A Common Stock 4,278 0.00 — 12,091 — ↗
2024-02-15 Chaudhry A Hadi Director / Officer D-Return D Restricted Stock Unit 12,000 0.00 — 0 — ↗
2024-02-06 ROTH NORMAN Officer M-Exempt A Common Stock 7,000 0.00 — 96,875 — ↗
2024-02-02 Sharnak Lawrence Steven Director M-Exempt D Restricted Stock Unit 5,000 0.00 — 5,000 — ↗
2024-02-02 MUNTER CAMERON Director M-Exempt D Restricted Stock Unit 5,000 0.00 — 5,000 — ↗
2024-02-02 DALY JOHN N Director M-Exempt A Common Stock 5,000 0.00 — 64,250 — ↗
2024-02-02 BUSQUET ANNE Director M-Exempt D Restricted Stock Unit 5,000 0.00 — 5,000 — ↗
2024-02-01 Sharnak Lawrence Steven Director M-Exempt A Common Stock 7,500 0.00 — 66,500 — ↗
2024-02-01 MUNTER CAMERON Director M-Exempt D Restricted Stock Unit 7,500 0.00 — 22,500 — ↗
2024-02-01 KORN BILL Director M-Exempt D Restricted Stock Unit 7,500 0.00 — 22,500 — ↗
2024-02-01 DALY JOHN N Director M-Exempt A Common Stock 7,500 0.00 — 59,250 — ↗
2024-02-01 BUSQUET ANNE Director M-Exempt A Common Stock 7,500 0.00 — 233,888 — ↗
2024-01-17 Steenvoorden Lawrence J. Other D-Return D Restricted Stock Unit 61,549 0.00 — 0 D ↗
2023-12-29 HAQ MAHMUD UL Director / Officer / 10% Owner P-Purchase A Common Stock 32,500 1.53 49.7K 5,034,520 — ↗
2023-12-22 HAQ MAHMUD UL Director / Officer / 10% Owner P-Purchase A Common Stock 217,824 1.57 342.0K 5,002,020 — ↗
2023-12-21 HAQ MAHMUD UL Director / Officer / 10% Owner P-Purchase A Common Stock 132,500 1.19 157.7K 4,784,196 — ↗
2023-12-20 HAQ MAHMUD UL Director / Officer / 10% Owner P-Purchase A Common Stock 149,676 0.97 145.2K 4,651,696 — ↗
2023-12-13 Sharnak Lawrence Steven Director P-Purchase A Common Stock 25,000 0.71 17.8K 59,000 — ↗
2023-11-09 BUSQUET ANNE Director P-Purchase A Common Stock 41,660 1.25 52.1K 226,388 — ↗
2023-11-08 BUSQUET ANNE Director P-Purchase A Common Stock 41,378 1.09 45.1K 184,728 — ↗
2023-11-06 Chaudhry A Hadi Director / Officer P-Purchase A Common Stock 18,801 1.07 20.1K 114,892 — ↗
2023-10-23 Garcia Nathalie Grey Officer — D Common Stock 0 0.00 — 7,813 — ↗
2023-10-20 Blanche Kimberly J. Officer M-Exempt A Common Stock 23,800 0.00 — 51,535 — ↗
2023-10-09 KORN BILL Director / Officer A-Award A Restricted Stock Unit 30,000 0.00 — 30,000 — ↗
2023-10-06 KORN BILL Director / Officer M-Exempt D Restricted Stock Unit 10,000 0.00 — 0 — ↗
2023-09-18 HAQ MAHMUD UL Director / Officer / 10% Owner S-Sale D Series B Cum Redeemable Perp Pref Stock [CCLDO] 1,000 18.01 18.0K 5,480 — ↗
2023-08-10 Steenvoorden Lawrence J. Officer M-Exempt D Restricted Stock Unit 17,097 0.00 — 61,549 — ↗
2023-08-03 Sharnak Lawrence Steven Director M-Exempt A Common Stock 2,750 0.00 — 29,000 — ↗
2023-08-03 MUNTER CAMERON Director M-Exempt D Restricted Stock Unit 2,750 0.00 — 40,000 — ↗
2023-08-03 DALY JOHN N Director M-Exempt D Restricted Stock Unit 2,750 0.00 — 40,000 — ↗
2023-08-03 BUSQUET ANNE Director M-Exempt A Common Stock 2,750 0.00 — 143,350 — ↗
2023-08-02 Sharnak Lawrence Steven Director M-Exempt A Common Stock 5,000 0.00 — 26,250 — ↗
2023-08-02 MUNTER CAMERON Director M-Exempt D Restricted Stock Unit 5,000 0.00 — 42,750 — ↗
2023-08-02 DALY JOHN N Director M-Exempt A Common Stock 5,000 0.00 — 49,000 — ↗
2023-08-02 BUSQUET ANNE Director M-Exempt A Common Stock 5,000 0.00 — 140,600 — ↗
2023-08-01 Sharnak Lawrence Steven Director A-Award A Restricted Stock Unit 30,000 0.00 — 47,750 — ↗
2023-08-01 MUNTER CAMERON Director A-Award A Restricted Stock Unit 30,000 0.00 — 47,750 — ↗
2023-08-01 DALY JOHN N Director A-Award A Restricted Stock Unit 30,000 0.00 — 47,750 — ↗
2023-08-01 BUSQUET ANNE Director A-Award A Restricted Stock Unit 30,000 0.00 — 47,750 — ↗
2023-07-31 ROTH NORMAN Officer M-Exempt A Common Stock 9,500 0.00 — 93,200 — ↗
2023-07-31 Blanche Kimberly J. Officer M-Exempt D Restricted Stock Unit 8,917 0.00 — 23,800 — ↗
2023-07-10 Steenvoorden Lawrence J. Officer — D Restricted Stock Unit 78,646 0.00 — 0 — ↗
2023-06-23 Chaudhry A Hadi Director / Officer S-Sale D Series B Cum Redeemable Perp Preferred Stock [CCLDO] 1,480 22.10 32.7K 0 — ↗
2023-06-22 Chaudhry A Hadi Director / Officer S-Sale D Series B Cum Redeemable Perp Preferred Stock [CCLDO] 1,000 22.25 22.3K 1,480 — ↗
2023-06-20 Chaudhry A Hadi Director / Officer S-Sale D Series B Cum Redeemable Perp Preferred Stock [CCLDO] 1,047 22.37 23.4K 2,480 — ↗
2023-06-16 Chaudhry A Hadi Director / Officer S-Sale D Series B Cum Redeemable Perp Preferred Stock [CCLDO] 937 22.30 20.9K 3,527 — ↗
2023-06-15 Chaudhry A Hadi Director / Officer S-Sale D Series B Cum Redeemable Perp Preferred Stock [CCLDO] 16 22.30 356.80 4,464 — ↗
2023-04-28 ROTH NORMAN Officer M-Exempt A Common Stock 2,500 0.00 — 84,575 — ↗
2023-04-28 Blanche Kimberly J. Officer M-Exempt D Restricted Stock Unit 2,500 0.00 — 32,717 — ↗
2023-03-23 KORN BILL Officer M-Exempt D Restricted stock unit 7,500 0.00 — 0 — ↗
2023-03-23 HAQ MAHMUD UL Director / Officer / 10% Owner F-InKind D Common Stock 3,450 3.21 11.1K 4,502,020 — ↗
2023-03-23 Chaudhry A Hadi Director / Officer M-Exempt D Restricted Stock Unit 7,500 0.00 — 0 — ↗
2023-03-15 SNYDER STEPHEN ANDREW Director S-Sale D Series B Cum Redeemable Perp Pref Stock [CCLDO] 80 24.75 2.0K 13,920 — ↗
2023-03-14 HAQ MAHMUD UL Director / Officer / 10% Owner S-Sale D Series A Cum Redeemable Perp Pref Stock [CCLDP] 6,480 26.04 168.7K 0 — ↗
2023-03-14 Chaudhry A Hadi Director / Officer S-Sale D Series B Cum Redeemable Perp Preferred Stock [CCLDO] 2,000 24.89 49.8K 4,480 — ↗
2023-03-01 ROTH NORMAN Officer M-Exempt D Restricted Stock Unit 7,000 0.00 — 35,800 — ↗
2023-03-01 Blanche Kimberly J. Officer F-InKind D Common Stock 1,837 3.60 6.6K 20,313 — ↗
2023-02-28 ROTH NORMAN Officer A-Award A Restricted Stock Unit 30,800 0.00 — 42,800 — ↗
2023-02-28 Blanche Kimberly J. Officer A-Award A Restricted Stock Unit 30,217 0.00 — 42,217 — ↗
2023-02-22 KORN BILL Officer D-Return D Restricted Stock Unit 10,000 0.00 — 0 — ↗
2023-02-22 HAQ MAHMUD UL Director / Officer / 10% Owner F-InKind D Series B Cum Redeemable Perp Pref Stock [CCLDO] 5,520 25.08 138.4K 6,480 — ↗
2023-02-22 Chaudhry A Hadi Director / Officer M-Exempt A Series B Cum Redeemable Perp Preferred Stock [CCLDO] 12,000 0.00 — 12,000 — ↗
2023-02-16 SNYDER STEPHEN ANDREW Director M-Exempt D Restricted Stock Unit 14,000 0.00 — 14,000 — ↗
2023-02-15 SNYDER STEPHEN ANDREW Director A-Award A Restricted Stock Unit 28,000 0.00 — 28,000 — ↗
2023-02-03 Sharnak Lawrence Steven Director M-Exempt D Restricted Stock Unit 2,750 0.00 — 17,750 — ↗
2023-02-03 MUNTER CAMERON Director M-Exempt D Restricted Stock Unit 2,750 0.00 — 17,750 — ↗
2023-02-03 DALY JOHN N Director M-Exempt A Common Stock 2,750 0.00 — 44,000 — ↗
2023-02-03 BUSQUET ANNE Director M-Exempt D Restricted Stock Unit 2,750 0.00 — 17,750 — ↗
2023-02-02 Sharnak Lawrence Steven Director M-Exempt A Common Stock 5,000 0.00 — 18,500 — ↗
2023-02-02 MUNTER CAMERON Director M-Exempt A Common Stock 5,000 0.00 — 153,500 — ↗
2023-02-02 DALY JOHN N Director M-Exempt A Common Stock 5,000 0.00 — 41,250 — ↗
2023-02-02 BUSQUET ANNE Director M-Exempt D Restricted Stock Unit 5,000 0.00 — 20,500 — ↗
2023-01-31 ROTH NORMAN Officer M-Exempt A Common Stock 5,000 0.00 — 79,275 — ↗
2023-01-31 Blanche Kimberly J. Officer M-Exempt A Common Stock 2,500 0.00 — 17,775 — ↗
2022-11-08 Chaudhry A Hadi Officer S-Sale D Series A Cum Redeemable Perp Preferred Stock [MTBCP] 3,240 26.50 85.9K 0 — ↗
2022-10-26 SNYDER STEPHEN ANDREW Director S-Sale D Series B Cum Redeemable Perp Pref Stock [MTBCO] 1,266 25.00 31.7K 0 — ↗
2022-10-20 SNYDER STEPHEN ANDREW Director S-Sale D Series B Cum Redeemable Perp Pref Stock [MTBCO] 1,125 25.01 28.1K 1,266 — ↗
2022-10-19 SNYDER STEPHEN ANDREW Director S-Sale D Series B Cum Redeemable Perp Pref Stock [MTBCO] 1,601 25.00 40.0K 2,391 — ↗
2022-10-18 SNYDER STEPHEN ANDREW Director S-Sale D Series B Cum Redeemable Perp Pref Stock [MTBCO] 2,925 25.01 73.2K 3,992 — ↗
2022-10-06 SNYDER STEPHEN ANDREW Director S-Sale D Series B Cum Redeemable Perp Pref Stock [MTBCO] 1,600 25.00 40.0K 6,917 — ↗
2022-10-03 SNYDER STEPHEN ANDREW Director S-Sale D Series B Cum Redeemable Perp Pref Stock [MTBCO] 1,483 25.01 37.1K 8,517 — ↗
2022-09-23 KORN BILL Officer M-Exempt D Restricted stock unit 7,500 0.00 — 7,500 — ↗
2022-09-23 HAQ MAHMUD UL Director / Officer / 10% Owner M-Exempt D Restricted stock unit 7,500 0.00 — 7,500 — ↗
2022-09-23 Chaudhry A Hadi Director / Officer M-Exempt D Restricted Stock Unit 7,500 0.00 — 7,500 — ↗
2022-08-10 Sharnak Lawrence Steven Director M-Exempt D Restricted Stock Unit 2,000 0.00 — 25,500 — ↗
2022-08-10 MUNTER CAMERON Director M-Exempt D Restricted Stock Unit 2,000 0.00 — 25,500 — ↗
2022-08-10 KORN BILL Officer S-Sale D Series A Cum Redeemable Perp Pref Stock [MTBCP] 5,400 26.63 143.8K 0 — ↗
2022-08-10 DALY JOHN N Director M-Exempt D Restricted Stock Unit 2,000 0.00 — 25,500 — ↗
2022-08-10 BUSQUET ANNE Director M-Exempt D Restricted Stock Unit 2,000 0.00 — 25,500 — ↗
2022-08-03 MUNTER CAMERON Director M-Exempt D Restricted Stock Unit 2,750 0.00 — 27,500 — ↗
2022-08-03 DALY JOHN N Director M-Exempt D Restricted Stock Unit 2,750 0.00 — 27,500 — ↗
2022-08-02 Sharnak Lawrence Steven Director M-Exempt D Restricted Stock Unit 2,750 0.00 — 27,500 — ↗
2022-08-02 ROTH NORMAN Officer A-Award A Restricted Stock Unit 10,000 0.00 — 17,000 — ↗
2022-08-02 MUNTER CAMERON Director M-Exempt D Restricted Stock Unit 2,750 0.00 — 27,500 — ↗
2022-08-02 DALY JOHN N Director A-Award A Restricted Stock Unit 20,000 0.00 — 30,250 — ↗
2022-08-02 Blanche Kimberly J. Officer A-Award A Restricted Stock Unit 10,000 0.00 — 17,000 — ↗
2022-08-02 BUSQUET ANNE Director M-Exempt D Restricted Stock Unit 2,750 0.00 — 27,500 — ↗
2022-07-31 ROTH NORMAN Officer F-InKind D Common Stock 1,750 4.32 7.6K 74,275 — ↗
2022-07-31 Blanche Kimberly J. Officer M-Exempt D Restricted Stock Unit 5,000 0.00 — 7,000 — ↗
2022-06-28 DALY JOHN N Director S-Sale D Common Stock 5,000 3.61 18.1K 31,500 — ↗
2022-06-23 DALY JOHN N Director S-Sale D Common Stock 3,000 3.56 10.7K 36,500 — ↗
2022-06-08 DALY JOHN N Director S-Sale D Common Stock 2,000 3.87 7.7K 39,500 — ↗
2022-06-06 SNYDER STEPHEN ANDREW Director M-Exempt D Restricted Stock Unit 10,000 0.00 — 0 — ↗
2022-06-03 SNYDER STEPHEN ANDREW Director M-Exempt A Common Stock 15,000 0.00 — 236,395 — ↗
2022-06-02 SNYDER STEPHEN ANDREW Director F-InKind D Common Stock 6,900 3.97 27.4K 229,495 — ↗
2022-03-31 DALY JOHN N Director G-Gift D Common Stock 400 0.00 — 41,500 — ↗
2022-03-23 SNYDER STEPHEN ANDREW Director / Officer F-InKind D Common Stock 3,450 4.77 16.5K 221,395 — ↗
2022-03-23 KORN BILL Officer M-Exempt D Restricted stock unit 7,500 0.00 — 15,000 — ↗
2022-03-23 HAQ MAHMUD UL Officer M-Exempt D Restricted stock unit 7,500 0.00 — 15,000 — ↗
2022-03-23 Chaudhry A Hadi Director / Officer M-Exempt D Restricted Stock Unit 7,500 0.00 — 15,000 — ↗
2022-03-17 Chaudhry A Hadi Officer S-Sale D Series A Cum Redeemable Perp Preferred Stock [MTBCP] 3,240 25.58 82.9K 3,240 — ↗
2022-03-07 ROTH NORMAN Officer A-Award A Restricted Stock Unit 12,000 0.00 — 17,000 — ↗
2022-03-07 Blanche Kimberly J. Officer A-Award A Restricted Stock Unit 12,000 0.00 — 17,000 — ↗
2022-02-19 KORN BILL Officer D-Return D Restricted Stock Unit 10,000 0.00 — 0 — ↗
2022-02-19 HAQ MAHMUD UL Director / Officer / 10% Owner F-InKind D Series A Cum Redeemable Perp Pref Stock [MTBCP] 5,520 25.50 140.8K 6,480 — ↗
2022-02-19 Chaudhry A Hadi Director / Officer A-Award A Restricted Stock Unit 12,000 0.00 — 12,000 — ↗
2022-02-10 Sharnak Lawrence Steven Director M-Exempt A Common Stock 2,000 0.00 — 8,750 — ↗
2022-02-10 MUNTER CAMERON Director M-Exempt A Common Stock 2,000 0.00 — 143,750 — ↗
2022-02-10 DALY JOHN N Director M-Exempt D Restricted Stock Unit 2,000 0.00 — 10,250 — ↗
2022-02-10 BUSQUET ANNE Director M-Exempt D Restricted Stock Unit 2,000 0.00 — 10,250 — ↗
2022-02-09 ROTH NORMAN Officer D-Return D Restricted Stock Unit 5,000 0.00 — 5,000 — ↗
2022-02-09 Blanche Kimberly J. Officer D-Return D Restricted Stock Unit 6,500 0.00 — 5,000 — ↗
2022-02-03 Sharnak Lawrence Steven Director M-Exempt A Common Stock 2,750 0.00 — 6,750 — ↗
2022-02-03 MUNTER CAMERON Director M-Exempt D Restricted Stock Unit 2,750 0.00 — 12,250 — ↗
2022-02-03 DALY JOHN N Director M-Exempt D Restricted Stock Unit 2,750 0.00 — 12,250 — ↗
2022-02-03 BUSQUET ANNE Director M-Exempt D Restricted Stock Unit 2,750 0.00 — 12,250 — ↗
2022-01-31 ROTH NORMAN Officer M-Exempt A Common Stock 6,000 0.00 — 73,125 — ↗
2022-01-31 Blanche Kimberly J. Officer M-Exempt D Restricted Stock Unit 6,000 0.00 — 6,500 — ↗
2021-12-09 DALY JOHN N Director S-Sale D Common Stock 1,500 6.59 9.9K 41,500 — ↗
2021-12-07 DALY JOHN N Director S-Sale D Common Stock 5,000 6.66 33.3K 43,000 — ↗
2021-11-30 DALY JOHN N Director S-Sale D Common Stock 4,000 7.00 28.0K 48,000 — ↗
2021-11-29 DALY JOHN N Director S-Sale D Common Stock 5,000 7.00 35.0K 52,000 — ↗
2021-11-15 DALY JOHN N Director S-Sale D Common Stock 5,000 7.70 38.5K 57,000 — ↗

Executive team

Top executives
EBIT / Employee
3.1K
Shares Outstanding
42.49M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-07 DEFA14A ↗
2026-04-07 DEF 14A ↗
2025-04-03 DEFA14A ↗
2025-04-03 DEF 14A ↗
2025-01-06 DEFA14A ↗
2024-12-09 DEFA14A ↗
2024-12-05 DEFA14A ↗
2024-12-05 DEF 14A ↗
2024-11-15 PRE 14A ↗

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K ↗
2026-05-07 10-Q ↗
2026-04-14 8-K ↗
2026-04-14 424B5 ↗
2026-04-07 DEFA14A ↗
2026-04-07 DEF 14A ↗
2026-04-02 8-K ↗
2026-03-27 8-K ↗
2026-03-27 8-K ↗
2026-03-12 8-K ↗

Executive team

NameTitleCompensationGender
Mahmud U. Haq Founder & Executive Chairman 330.2K male
A. Hadi Chaudhry Chief Strategy Officer 309.3K male
Stephen A. Snyder Chief Executive Officer 309.3K male
Norman S. Roth Assistant Corporate Secretary, Chief Financial Officer, Principal Accounting Officer & Controller 265.7K male
Crystal Williams President 257.9K female
Cody Frew Vice President of Marketing — male
Elizabeth Ferrer Vice President of Human Resources — female
Kristen Rothe Corporate Counsel and Compliance & Privacy Officer — female
Loraine Goetsch Division President & Senior Vice President of Integrations — female
Adeel Sarwar Chief Technology Officer — male
Ryan Howard Special Adviser to Chief Executive Officer — male
Brendan Covello Vice President of Corporate Development, Corporate Counsel & Compliance Officer — male
ESG Rating
B-
MEDICAL - HEALTHCARE INFORMATION SERVICES
2026
E (Environmental)
50.0 / 63.0
Company / Sector avg.
S (Social)
70.2 / 69.8
Company / Sector avg.
G (Governance)
68.0 / 68.0
Company / Sector avg.
ESG Total
62.7 / 66.9
Company / Sector avg.
ESG Score History MEDICAL - HEALTHCARE INFORMATION SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2022-12-19 2023-01-13 Kevin Hern OK01 Joint Sale (Full) $1,001 - $15,000 ↗
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits

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