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ChargePoint Holdings, Inc. (CHPT)
USD5.93
-0.38 (-5.95%)
US NYSE Consumer Cyclical Specialty Retail
Address
240 East Hacienda Avenue 95008
Campbell, CA, US
Campbell, CA, US
CEO
Richard Wilmer
Website
chargepoint.com
IPO
2019-09-16
CIK 1777393 ISIN US15961R3030
Description
ChargePoint Holdings, Inc. operates by developing and supplying extensive electric vehicle (EV) charging networks and comprehensive charging solutions, serving both the United States and global markets. The company provides a varied array of hardware, sophisticated software platforms, and supporting services, catering to a broad client base including commercial businesses, fleet operators, and private residential users. Established in 2007, ChargePoint's corporate headquarters are located in Campbell, California.
News Sentiment (7d)
3 articles
Market Cap & Enterprise Value
Merger & Acquisition History
| Target company | Date | Filing |
|---|---|---|
| Switchback | 2020-10-19 | View |
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
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
USD5.93
-0.38 (-5.95%)
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Volume Profile
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Liquidity & share structure
Average Volume
685.6K
Beta
1.72
Float Shares
21.82M
Free Float %
89.4%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -13.12% | -2.70% | +13.52% | +24.05% | -30.78% | +8.73% | -51.67% | -96.19% | -98.78% | -96.30% | -96.30% |
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
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (21 ratings, all time)
Hold
Price Targets & DCF
Current price
5.93
Low
5.00
-15.6%
Consensus
7.00
+18.1%
Median
7.00
+18.1%
High
9.00
+51.9%
Ratings Trend (MoM)
0% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 7 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 7 |
9.36
+58.0%
|
| All Time | 34 |
12.00
+102.5%
|
Quality scores
Altman Z-Score
-4.22
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
D+
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Specialty Retail: +6.4%-1.4% Q2'26: +4.3% (vs Q2'25)
-
EPS growth Specialty Retail: +20.6%+26.4% ★ Q2'26: +29.7% (vs Q2'25)
-
FCF margin FCF growth · Specialty Retail: +29.3%-39.7% Q2'26: -37.0% (vs Q2'25)
-
EBIT margin Specialty Retail: +5.4%-51.1% Q2'26: -38.1% (vs Q2'25)
-
ROIC Specialty Retail: +6.5%-139.3% Q2'26: -107.8% (vs Q2'25)
-
Share dilution Specialty Retail: +0.1%+8.0% Q2'26: +7.3% (vs Q2'25)
-
Debt / EBITDA Net debt/EBITDA · Specialty Retail: 0.14×-1.51× Q2'26: -1.92× (vs Q2'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
Jan 2021 actual |
Jan 2022 actual |
Jan 2023 actual |
Jan 2024 actual |
Jan 2025 actual |
Jan 2026 7 Rev. Ana. 4 EPS Ana. |
Jan 2027 6 Rev. Ana. 3 EPS Ana. |
Jan 2028 5 Rev. Ana. 4 EPS Ana. |
Jan 2029 4 Rev. Ana. 3 EPS Ana. |
Jan 2030 3 Rev. Ana. 1 EPS Ana. |
Jan 2031 2 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
141.28M
est.
|
242.34M
est: 237.52M (+2.0%)
|
468.09M
est: 479.58M (-2.4%)
|
506.64M
est: 441.70M (+14.7%)
|
417.08M
est: 417.60M (-0.1%)
|
406.62M
405.76M – 407.89M
-2.6% YoY
|
425.31M
416.02M – 434.53M
+4.6% YoY
|
483.54M
477.49M – 489.59M
+13.7% YoY
|
578.82M
578.80M – 578.84M
+19.7% YoY
|
702.23M
676.49M – 731.25M
+21.3% YoY
|
814.17M
784.34M – 847.82M
+15.9% YoY
|
| EBITDA |
-98.65M
est.
|
-117.21M
est: -165.86M (+29.3%)
|
-312.79M
est: -286.22M (-9.3%)
|
-412.87M
est: -258.72M (-59.6%)
|
-218.85M
est: -244.61M (+10.5%)
|
-238.17M
-238.92M – -237.67M
+2.6% YoY
|
-249.12M
-254.52M – -243.68M
-4.6% YoY
|
-283.23M
-286.77M – -279.69M
-13.7% YoY
|
-339.04M
-339.05M – -339.03M
-19.7% YoY
|
-411.32M
-428.32M – -396.25M
-21.3% YoY
|
-476.89M
-496.60M – -459.42M
-15.9% YoY
|
| EBIT |
-106.43M
est.
|
-133.67M
est: -178.94M (+25.3%)
|
-337.84M
est: -305.26M (-10.7%)
|
-441.36M
est: -289.56M (-52.4%)
|
-248.04M
est: -273.76M (+9.4%)
|
-266.56M
-267.40M – -266.00M
+2.6% YoY
|
-278.82M
-284.86M – -272.73M
-4.6% YoY
|
-316.99M
-320.96M – -313.02M
-13.7% YoY
|
-379.45M
-379.47M – -379.44M
-19.7% YoY
|
-460.35M
-479.38M – -443.48M
-21.3% YoY
|
-533.74M
-555.80M – -514.18M
-15.9% YoY
|
| Net Income |
-2.64B
est.
|
-132.57M
est: -287.57M (+53.9%)
|
-344.46M
est: -367.79M (+6.3%)
|
-457.61M
est: -22.45M (-1,938.6%)
|
-277.07M
est: -305.82M (+9.4%)
|
-220.75M
-230.54M – -210.96M
+27.8% YoY
|
-155.68M
-218.80M – -121.01M
+29.5% YoY
|
-129.20M
-169.91M – -67.96M
+17.0% YoY
|
-75.38M
-98.81M – -29.49M
+41.7% YoY
|
-5.62M
-5.92M – -5.35M
+92.5% YoY
|
33.71M
32.10M – 35.52M
+700.0% YoY
|
| SGA |
78.51M
est.
|
174.87M
est: 132.00M (+32.5%)
|
232.76M
est: 194.32M (+19.8%)
|
259.29M
est: 240.07M (+8.0%)
|
212.40M
est: 226.98M (-6.4%)
|
221.01M
220.54M – 221.70M
-2.6% YoY
|
231.17M
226.12M – 236.18M
+4.6% YoY
|
262.82M
259.53M – 266.10M
+13.7% YoY
|
314.61M
314.60M – 314.62M
+19.7% YoY
|
381.68M
367.69M – 397.45M
+21.3% YoY
|
442.52M
426.31M – 460.81M
+15.9% YoY
|
| EPS |
-121.73
est.
|
-9.00
est: -13.27 (+32.2%)
|
-20.40
est: -16.78 (-21.6%)
|
-24.40
est: -0.96 (-2,452.2%)
|
-12.78
est: -13.06 (+2.2%)
|
-9.44
-9.85 – -9.01
+27.7% YoY
|
-7.27
-9.35 – -5.17
+23.0% YoY
|
-5.08
-7.26 – -2.90
+30.1% YoY
|
-2.62
-4.22 – -1.26
+48.5% YoY
|
-0.24
-0.25 – -0.23
+90.8% YoY
|
1.44
1.37 – 1.52
+700.0% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-06-05 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-06-04 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-06-03 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-06-02 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-06-01 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-28 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-27 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-26 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-22 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-21 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-20 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-19 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-18 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-15 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-14 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-13 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-12 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-11 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-67.89M
OE per share TTM
-2.95
Owner's Yield
-37.32%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
15.3%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
154
Total invested
21.20M
Insider transactions (90d)
0
Beneficial owners (>5%)
31
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Dheeraj Verma | 34.47M | 10.40% | — | 34.47M | — | 10.00 | HC, IN | — | 2021-07-22 | ↗ |
| 2 | Q-GRG VII (CP) Investment Partners, LLC | 34.47M | 10.40% | — | 34.47M | — | 10.00 | OO | — | 2021-07-22 | ↗ |
| 3 | QEM VII, LLC | 34.47M | 10.40% | — | 34.47M | — | 10.00 | HC, OO | — | 2021-07-22 | ↗ |
| 4 | S. Wil VanLoh, Jr. | 34.47M | 10.40% | — | 34.47M | — | 10.00 | HC, IN | — | 2021-07-22 | ↗ |
| 5 | (1) BlackRock, Inc. | 30.98M | 7.20% | 30.48M | — | 30.98M | — | HC | Delaware | 2024-11-08 | ↗ |
| 6 | The Vanguard Group - 23-1945930 | 19.13M | 5.78% | — | 90.7K | — | — | IA | Pennsylvania | 2022-02-09 | ↗ |
| 7 | Christopher G. Carter | 6.76M | 2.40% | — | 6.76M | — | 6.76M | IN | Delaware | 2021-03-05 | ↗ |
| 8 | G.F.W. Energy XII, L.P. | 6.76M | 2.40% | — | 6.76M | — | 6.76M | PN | Delaware | 2021-03-05 | ↗ |
| 9 | GFW XII, L.L.C. | 6.76M | 2.40% | — | 6.76M | — | 6.76M | OO | Delaware | 2021-03-05 | ↗ |
| 10 | James E. Mutrie | 6.76M | 2.40% | — | 6.76M | — | 6.76M | IN | Delaware | 2021-03-05 | ↗ |
| 11 | NGP ETP III Investments, LLC | 6.76M | 2.40% | — | 6.76M | — | 6.76M | OO | Delaware | 2021-03-05 | ↗ |
| 12 | NGP Energy Capital Management, L.L.C. | 6.76M | 2.40% | — | 6.76M | — | 6.76M | OO | Delaware | 2021-03-05 | ↗ |
| 13 | NGP Natural Resources XII, L.P. | 6.76M | 2.40% | — | 6.76M | — | 6.76M | PN | Delaware | 2021-03-05 | ↗ |
| 14 | NGP Switchback, LLC | 6.76M | 2.40% | — | 6.76M | — | 6.76M | OO | Delaware | 2021-03-05 | ↗ |
| 15 | NGP XII Holdings GP, L.L.C. | 6.76M | 2.40% | — | 6.76M | — | 6.76M | OO | Delaware | 2021-03-05 | ↗ |
| 16 | NGP XII US Holdings, L.P. | 6.76M | 2.40% | — | 6.76M | — | 6.76M | PN | Delaware | 2021-03-05 | ↗ |
| 17 | Sam Stoutner | 6.76M | 2.40% | — | 6.76M | — | 6.76M | IN | Delaware | 2021-03-05 | ↗ |
| 18 | Scott Gieselman | 6.76M | 2.40% | — | 6.76M | — | 6.76M | IN | Delaware | 2021-03-05 | ↗ |
| 19 | Scott K. McNeill | 6.76M | 2.40% | — | 6.76M | — | 6.76M | IN | Delaware | 2021-03-05 | ↗ |
| 20 | of 17 Pages | 5.31M | 1.60% | 13.00 | — | — | — | OO | — | 2022-02-11 | ↗ |
| 21 | Joshua Ruch | 5.10M | 1.50% | 1.05M | 4.05M | 1.05M | — | IN | United States of America | 2022-02-14 | ↗ |
| 22 | Habib Kairouz | 4.05M | 1.20% | — | 4.05M | — | — | IN | United States of America | 2022-02-14 | ↗ |
| 23 | RMV VI, L.L.C. | 4.05M | 1.20% | — | 4.05M | — | — | OO | Delaware | 2022-02-14 | ↗ |
| 24 | Rho Capital Partners LLC | 4.05M | 1.20% | — | 4.05M | — | — | OO | Delaware | 2022-02-14 | ↗ |
| 25 | Rho Ventures VI, L.P. | 4.05M | 1.20% | — | 4.05M | — | — | PN | Delaware | 2022-02-14 | ↗ |
| 26 | HITE Energy LP | — | 0.00% | — | — | — | — | PN | Delaware | 2021-02-18 | ↗ |
| 27 | HITE Hedge Asset Management LLC | — | 0.00% | — | — | — | — | IA | Delaware | 2021-02-18 | ↗ |
| 28 | HITE Hedge LP | — | 0.00% | — | — | — | — | PN | Delaware | 2021-02-18 | ↗ |
| 29 | HITE Hedge Offshore, Ltd. | — | 0.00% | — | — | — | — | CO | Cayman Islands | 2021-02-18 | ↗ |
| 30 | HITE Hedge QP LP | — | 0.00% | — | — | — | — | PN | Delaware | 2021-02-18 | ↗ |
| 31 | HITE MLP LP | — | 0.00% | — | — | — | — | PN | Delaware | 2021-02-18 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
154
-2 vs prev Q
New positions
24
Closed positions
20
Increased
50
Reduced
34
Put/Call ratio
2.86
Calls held
304.2K
Puts held
868.7K
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | TORONTO DOMINION BANK | 4.06M +— (+0.0%) | 26.18M -18.2M (-40.9%) | 17.49% -0.109 pp | 0.04% -0.030 pp | USD10.92 -39.2% | 2 qtrs — |
| 2 | VANGUARD GROUP INC | 1.04M +10.1K (+1.0%) | 6.93M -4.4M (-38.6%) | 4.50% +0.016 pp | 0.00% 0.000 pp | USD10.88 -39.0% | 2 qtrs — |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 828.2K -226.3K (-21.5%) | 5.50M -6.0M (-52.2%) | 3.57% -1.003 pp | 0.00% -0.001 pp | USD10.92 -39.2% | 2 qtrs — |
| 4 | BLACKROCK, INC. | 520.6K +24.2K (+4.9%) | 3.46M -2.0M (-36.2%) | 2.24% +0.091 pp | 0.00% +0.000 pp | USD10.72 -38.1% | 2 qtrs — |
| 5 | DV EQUITIES, LLC | 410.00 +410.0 (+100.0%) | 2.72M +2.7M (+100.0%) | 0.00% +0.002 pp | 0.00% +0.001 pp | USD6.64 +0.0% | 1 qtrs NEW |
| 6 | MILLENNIUM MANAGEMENT LLC | 362.8K +72.8K (+25.1%) | 2.41M -757.7K (-23.9%) | 1.56% +0.306 pp | 0.00% 0.000 pp | USD10.06 -34.0% | 2 qtrs — |
| 7 | INVESCO LTD. | 340.5K +165.2K (+94.2%) | 2.26M +346.2K (+18.1%) | 1.47% +0.707 pp | 0.00% +0.000 pp | USD8.84 -24.9% | 2 qtrs — |
| 8 | MARSHALL WACE, LLP | 275.2K +275.2K (+100.0%) | 1.83M +1.8M (+100.0%) | 1.19% +1.185 pp | 0.00% +0.002 pp | USD6.64 +0.0% | 1 qtrs NEW |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 249.2K +37.3K (+17.6%) | 1.66M -660.0K (-28.5%) | 1.07% +0.155 pp | 0.00% +0.000 pp | USD10.28 -35.4% | 2 qtrs — |
| 10 | MORGAN STANLEY | 227.9K +167.4K (+276.6%) | 1.51M +852.4K (+129.0%) | 0.98% +0.719 pp | 0.00% +0.000 pp | USD7.78 -14.7% | 2 qtrs — |
| 11 | CRAWFORD FUND MANAGEMENT, LLC | 184.0K +100.0K (+119.0%) | 1.22M +304.5K (+33.2%) | 0.79% +0.428 pp | 0.16% +0.014 pp | USD8.59 -22.7% | 2 qtrs — |
| 12 | CITIGROUP INC | 183.4K +— (+0.0%) | 1.22M -784.8K (-39.2%) | 0.79% -0.005 pp | 0.00% 0.000 pp | USD10.92 -39.2% | 2 qtrs — |
| 13 | GOLDMAN SACHS GROUP INC | 179.7K +108.7K (+153.2%) | 1.19M +418.2K (+54.0%) | 0.77% +0.466 pp | 0.00% +0.000 pp | USD8.33 -20.3% | 2 qtrs — |
| 14 | POINT72 ASSET MANAGEMENT, L.P. | 149.8K +149.8K (+100.0%) | 994.6K +994.6K (+100.0%) | 0.65% +0.645 pp | 0.00% +0.001 pp | USD6.64 +0.0% | 1 qtrs NEW |
| 15 | UBS GROUP AG | 135.3K +52.0K (+62.4%) | 898.3K -11.3K (-1.2%) | 0.58% +0.222 pp | 0.00% +0.000 pp | USD9.28 -28.4% | 2 qtrs — |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 135.2K +29.8K (+28.3%) | 897.5K -252.9K (-22.0%) | 0.58% +0.126 pp | 0.00% +0.000 pp | USD9.98 -33.5% | 2 qtrs — |
| 17 | VERITION FUND MANAGEMENT LLC | 131.7K +— (+0.0%) | 874.5K -563.7K (-39.2%) | 0.57% -0.004 pp | 0.00% -0.003 pp | USD10.92 -39.2% | 2 qtrs — |
| 18 | STIFEL FINANCIAL CORP | 105.5K -29.8K (-22.0%) | 700.6K -777.4K (-52.6%) | 0.45% -0.132 pp | 0.00% -0.001 pp | USD10.92 -39.2% | 2 qtrs — |
| 19 | STATE STREET CORP | 101.0K -532.0 (-0.5%) | 670.3K -437.9K (-39.5%) | 0.43% -0.005 pp | 0.00% +0.000 pp | USD10.92 -39.2% | 2 qtrs — |
| 20 | CITADEL ADVISORS LLC | 93.5K -6.4K (-6.4%) | 620.6K -469.4K (-43.1%) | 0.40% -0.030 pp | 0.00% 0.000 pp | USD10.92 -39.2% | 2 qtrs — |
| 21 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 90.9K -8.4K (-8.5%) | 603.7K -480.9K (-44.3%) | 0.39% -0.039 pp | 0.01% -0.008 pp | USD10.92 -39.2% | 2 qtrs — |
| 22 | RENAISSANCE TECHNOLOGIES LLC | 81.1K +81.1K (+100.0%) | 538.2K +538.2K (+100.0%) | 0.35% +0.349 pp | 0.00% +0.001 pp | USD6.64 +0.0% | 1 qtrs NEW |
| 23 | NOMURA HOLDINGS INC | 75.0K +— (+0.0%) | 498.0K -321.0K (-39.2%) | 0.32% -0.002 pp | 0.00% -0.001 pp | USD10.92 -39.2% | 2 qtrs — |
| 24 | SULLIVAN WOOD CAPITAL MANAGEMENT LLC | 66.5K +34.0K (+104.6%) | 441.6K +86.7K (+24.4%) | 0.29% +0.146 pp | 0.67% +0.143 pp | USD8.73 -23.9% | 2 qtrs — |
| 25 | OMERS ADMINISTRATION CORP | 63.2K +63.2K (+100.0%) | 419.6K +419.6K (+100.0%) | 0.27% +0.272 pp | 0.00% +0.003 pp | USD6.64 +0.0% | 1 qtrs NEW |
| 26 | ENGINEERS GATE MANAGER LP | 63.0K +47.4K (+303.5%) | 418.4K +247.9K (+145.3%) | 0.27% +0.204 pp | 0.01% +0.003 pp | USD7.70 -13.8% | 2 qtrs — |
| 27 | ALAMEA VERWALTUNGS GMBH | 36.1K +— (+0.0%) | 394.4K +— (+0.0%) | 0.16% -0.001 pp | 0.27% -0.003 pp | USD10.92 -39.2% | 2 qtrs — |
| 28 | FIRST TRUST ADVISORS LP | 55.6K +649.0 (+1.2%) | 369.4K -231.0K (-38.5%) | 0.24% +0.001 pp | 0.00% 0.000 pp | USD10.87 -38.9% | 2 qtrs — |
| 29 | XTX TOPCO LTD | 55.0K +55.0K (+100.0%) | 365.3K +365.3K (+100.0%) | 0.24% +0.237 pp | 0.01% +0.010 pp | USD6.64 +0.0% | 1 qtrs NEW |
| 30 | JANE STREET GROUP, LLC | 48.0K +22.3K (+86.6%) | 318.5K +37.8K (+13.5%) | 0.21% +0.096 pp | 0.00% +0.000 pp | USD8.93 -25.6% | 2 qtrs — |
| 31 | NORTHERN TRUST CORP | 45.4K +1.8K (+4.0%) | 301.7K -175.3K (-36.8%) | 0.20% +0.006 pp | 0.00% +0.000 pp | USD10.75 -38.2% | 2 qtrs — |
| 32 | D. E. SHAW & CO., INC. | 43.9K +— (+0.0%) | 291.5K -187.9K (-39.2%) | 0.19% -0.001 pp | 0.00% 0.000 pp | USD10.92 -39.2% | 2 qtrs — |
| 33 | BNP PARIBAS ARBITRAGE, SNC | 34.4K -9.2K (-21.1%) | 228.2K -247.2K (-52.0%) | 0.15% -0.041 pp | 0.00% 0.000 pp | USD10.92 -39.2% | 2 qtrs — |
| 34 | BANK OF AMERICA CORP /DE/ | 31.7K +10.7K (+50.7%) | 210.6K -19.2K (-8.3%) | 0.14% +0.045 pp | 0.00% +0.000 pp | USD9.48 -30.0% | 2 qtrs — |
| 35 | BARCLAYS PLC | 30.0K +13.7K (+83.7%) | 199.0K +20.9K (+11.7%) | 0.13% +0.058 pp | 0.00% +0.000 pp | USD8.97 -26.0% | 2 qtrs — |
| 36 | SQUAREPOINT OPS LLC | 26.7K +14.9K (+126.1%) | 177.1K +48.3K (+37.5%) | 0.11% +0.064 pp | 0.00% +0.000 pp | USD8.53 -22.2% | 2 qtrs — |
| 37 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 25.0K +25.0K (+100.0%) | 166.0K +166.0K (+100.0%) | 0.11% +0.108 pp | 0.00% +0.004 pp | USD6.64 +0.0% | 1 qtrs NEW |
| 38 | SIMPLEX TRADING, LLC | 22.1K +6.0K (+37.3%) | 146.9K -29.1K (-16.5%) | 0.10% +0.025 pp | 0.00% +0.000 pp | USD9.76 -32.0% | 2 qtrs — |
| 39 | — | 19.1K +— (+0.0%) | 126.7K -81.7K (-39.2%) | 0.08% -0.001 pp | 0.00% 0.000 pp | USD10.92 -39.2% | 2 qtrs — |
| 40 | PRICE T ROWE ASSOCIATES INC /MD/ | 18.8K +18.8K (+100.0%) | 125.0K +125.0K (+100.0%) | 0.08% +0.081 pp | 0.00% +0.000 pp | USD6.64 +0.0% | 1 qtrs NEW |
| 41 | CREATIVE PLANNING | 15.7K +15.7K (+100.0%) | 104.2K +104.2K (+100.0%) | 0.07% +0.068 pp | 0.00% +0.000 pp | USD6.64 +0.0% | 1 qtrs NEW |
| 42 | CANADA PENSION PLAN INVESTMENT BOARD | 15.7K +15.7K (+100.0%) | 104.1K +104.1K (+100.0%) | 0.07% +0.068 pp | 0.00% +0.000 pp | USD6.64 +0.0% | 1 qtrs NEW |
| 43 | WALLEYE TRADING LLC | 14.5K +1.6K (+12.4%) | 96.3K -44.6K (-31.7%) | 0.06% +0.007 pp | 0.00% 0.000 pp | USD10.45 -36.5% | 2 qtrs — |
| 44 | HSBC HOLDINGS PLC | 10.9K +10.9K (+100.0%) | 72.8K +72.8K (+100.0%) | 0.05% +0.047 pp | 0.00% +0.000 pp | USD6.64 +0.0% | 1 qtrs NEW |
| 45 | BALYASNY ASSET MANAGEMENT L.P. | 10.9K -61.3K (-84.9%) | 72.3K -715.6K (-90.8%) | 0.05% -0.266 pp | 0.00% -0.001 pp | USD10.92 -39.2% | 2 qtrs — |
| 46 | PILGRIM PARTNERS ASIA PTE LTD | 8.6K +3.1K (+56.4%) | 57.1K -3.0K (-4.9%) | 0.04% +0.013 pp | 0.03% +0.001 pp | USD9.38 -29.2% | 2 qtrs — |
| 47 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 6.4K +572.0 (+9.8%) | 42.7K -21.2K (-33.3%) | 0.03% +0.002 pp | 0.00% +0.000 pp | USD10.54 -37.0% | 2 qtrs — |
| 48 | ROYAL BANK OF CANADA | 6.3K -53.9K (-89.6%) | 42.0K -615.0K (-93.6%) | 0.03% -0.234 pp | 0.00% 0.000 pp | USD10.92 -39.2% | 2 qtrs — |
| 49 | ROTHSCHILD INVESTMENT LLC | 5.0K +3.5K (+233.3%) | 33.2K +16.8K (+102.7%) | 0.02% +0.015 pp | 0.00% +0.001 pp | USD7.92 -16.2% | 2 qtrs — |
| 50 | ADVISOR GROUP HOLDINGS, INC. | 3.9K -145.0 (-3.5%) | 26.1K -19.4K (-42.6%) | 0.02% -0.001 pp | 0.00% +0.000 pp | USD10.92 -39.2% | 2 qtrs — |
| 51 | WELLS FARGO & COMPANY/MN | 3.9K +101.0 (+2.7%) | 25.8K -15.5K (-37.6%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD10.81 -38.6% | 2 qtrs — |
| 52 | CIBC PRIVATE WEALTH GROUP, LLC | 3.8K -13.0 (-0.3%) | 24.9K -16.2K (-39.4%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD10.92 -39.2% | 2 qtrs — |
| 53 | FIRSTHAND CAPITAL MANAGEMENT, INC. | 3.0K +— (+0.0%) | 19.9K -12.8K (-39.2%) | 0.01% 0.000 pp | 0.04% -0.018 pp | USD10.92 -39.2% | 2 qtrs — |
| 54 | DEUTSCHE BANK AG\ | 2.8K -7.2K (-72.2%) | 18.5K -90.9K (-83.1%) | 0.01% -0.031 pp | 0.00% +0.000 pp | USD10.92 -39.2% | 2 qtrs — |
| 55 | CENTER FOR FINANCIAL PLANNING, INC. | 2.0K +2.0K (+100.0%) | 13.3K +13.3K (+100.0%) | 0.01% +0.009 pp | 0.00% +0.001 pp | USD6.64 +0.0% | 1 qtrs NEW |
| 56 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.8K -10.0 (-0.5%) | 12.2K -8.0K (-39.5%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD10.92 -39.2% | 2 qtrs — |
| 57 | JONES FINANCIAL COMPANIES LLLP | 1.4K -227.0 (-14.1%) | 9.2K -8.2K (-47.4%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD10.92 -39.2% | 2 qtrs — |
| 58 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 1.3K -137.0 (-9.6%) | 8.6K -7.0K (-45.0%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD10.92 -39.2% | 2 qtrs — |
| 59 | SBI SECURITIES CO., LTD. | 1.3K -403.0 (-24.1%) | 8.4K -9.8K (-53.8%) | 0.01% -0.002 pp | 0.00% 0.000 pp | USD0.70 +848.6% | 3 qtrs — |
| 60 | FMR LLC | 1.0K +449.0 (+79.5%) | 6.7K +560.0 (+9.1%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD9.02 -26.4% | 2 qtrs — |
| 61 | NEWEDGE ADVISORS, LLC | 813.00 +15.0 (+1.9%) | 5.4K -3.3K (-38.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD10.84 -38.7% | 2 qtrs — |
| 62 | STRATEGIC INVESTMENT SOLUTIONS, INC. /IL | 750.00 +— (+0.0%) | 5.0K -3.2K (-39.2%) | 0.00% +0.000 pp | 0.00% -0.001 pp | USD10.92 -39.2% | 2 qtrs — |
| 63 | CAPITAL ANALYSTS, LLC | 585.00 +— (+0.0%) | 4.0K -3.0K (-42.9%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD10.92 -39.2% | 2 qtrs — |
| 64 | TD WATERHOUSE CANADA INC. | 582.00 -51.0 (-8.1%) | 3.9K -3.5K (-47.5%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD10.92 -39.2% | 2 qtrs — |
| 65 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 525.00 +— (+0.0%) | 3.5K -2.2K (-39.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD10.92 -39.2% | 2 qtrs — |
| 66 | GOLDEN STATE WEALTH MANAGEMENT, LLC | 460.00 +— (+0.0%) | 3.1K -2.0K (-39.2%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD10.92 -39.2% | 2 qtrs — |
| 67 | TOWER RESEARCH CAPITAL LLC (TRC) | 304.00 -703.0 (-69.8%) | 2.0K -9.0K (-81.6%) | 0.00% -0.003 pp | 0.00% 0.000 pp | USD10.92 -39.2% | 2 qtrs — |
| 68 | NAVALIGN, LLC | 250.00 +250.0 (+100.0%) | 1.7K +1.7K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD6.64 +0.0% | 1 qtrs NEW |
| 69 | SMARTLEAF ASSET MANAGEMENT LLC | 215.00 +200.0 (+1,333.3%) | 1.4K +1.3K (+777.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD6.93 -4.2% | 2 qtrs — |
| 70 | TRADEWINDS CAPITAL MANAGEMENT, LLC | 200.00 +— (+0.0%) | 1.3K -856.0 (-39.2%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD10.92 -39.2% | 2 qtrs — |
| 71 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 184.00 -15.0 (-7.5%) | 1.2K -951.0 (-43.8%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD10.92 -39.2% | 2 qtrs — |
| 72 | CWM, LLC | 143.00 +10.0 (+7.5%) | 1.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD10.62 -37.5% | 2 qtrs — |
| 73 | IFP ADVISORS, INC | 140.00 +— (+0.0%) | 930.00 -599.0 (-39.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD10.91 -39.1% | 2 qtrs — |
| 74 | NCP INC. | 137.00 +137.0 (+100.0%) | 910.00 +910.0 (+100.0%) | 0.00% +0.001 pp | 0.00% +0.001 pp | USD6.64 +0.0% | 1 qtrs NEW |
| 75 | FARTHER FINANCE ADVISORS, LLC | 114.00 -258.0 (-69.4%) | 756.00 -3.3K (-81.4%) | 0.00% -0.001 pp | 0.00% 0.000 pp | USD10.91 -39.1% | 2 qtrs — |
| 76 | GLOBAL WEALTH STRATEGIES & ASSOCIATES | 100.00 +— (+0.0%) | 664.00 -428.0 (-39.2%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD10.92 -39.2% | 2 qtrs — |
| 77 | HM PAYSON & CO | 100.00 +— (+0.0%) | 664.00 -428.0 (-39.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD10.92 -39.2% | 2 qtrs — |
| 78 | STEIGERWALD, GORDON & KOCH INC. | 77.00 +— (+0.0%) | 511.00 -330.0 (-39.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD10.91 -39.1% | 2 qtrs — |
| 79 | FIFTH THIRD BANCORP | 75.00 +25.0 (+50.0%) | 498.00 -48.0 (-8.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD9.49 -30.0% | 2 qtrs — |
| 80 | HARTFORD FINANCIAL MANAGEMENT INC. | 75.00 +— (+0.0%) | 498.00 -321.0 (-39.2%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD10.92 -39.2% | 2 qtrs — |
| 81 | ALLWORTH FINANCIAL LP | 67.00 -15.0 (-18.3%) | 445.00 -451.0 (-50.3%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD10.91 -39.1% | 2 qtrs — |
| 82 | PNC FINANCIAL SERVICES GROUP, INC. | 66.00 +— (+0.0%) | 438.00 -283.0 (-39.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD10.91 -39.1% | 2 qtrs — |
| 83 | VERMILLION WEALTH MANAGEMENT, INC. | 65.00 +— (+0.0%) | 432.00 -278.0 (-39.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD10.91 -39.1% | 2 qtrs — |
| 84 | US BANCORP \DE\ | 62.00 -50.0 (-44.6%) | 412.00 -811.0 (-66.3%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD10.92 -39.2% | 2 qtrs — |
| 85 | PLANTE MORAN FINANCIAL ADVISORS, LLC | 57.00 +— (+0.0%) | 378.00 -244.0 (-39.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD10.91 -39.1% | 2 qtrs — |
| 86 | NATIONAL BANK OF CANADA /FI/ | 56.00 +— (+0.0%) | 372.00 -240.0 (-39.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD10.91 -39.1% | 2 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 38 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Micro-Cap ETF IWC | 0.03% | 485.1K | 0.60% |
| 2 | Carbon Collective Climate Solutions U.S. Equity ETF CCSO | 0.02% | 8.9K | 0.35% |
| 3 | Invesco RAFI US 1500 Small-Mid ETF PRFZ | 0.02% | 466.0K | 0.34% |
| 4 | iShares Russell 2000 Growth ETF IWO | 0.01% | 1.36M | 0.24% |
| 5 | Xtrackers Russell 2000 UCITS ETF 1C XRSU.L | 0.00% | 133.7K | 0.30% |
| 6 | Invesco Russell 2000 UCITS ETF RTYS.L | 0.00% | 14.8K | 0.25% |
| 7 | Global X - Russell 2000 ETF RSSL | 0.00% | 67.7K | 0.08% |
| 8 | iShares Russell 2000 BuyWrite ETF IWMW | 0.00% | 2.5K | 0.39% |
| 9 | iShares Russell 2000 ETF IWM | 0.00% | 3.59M | 0.19% |
| 10 | iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO | 0.00% | 23.4K | 0.36% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
46.8K
Shares disposed
—
Cash buys
1.00
Cash sales
—
Net activity
+46,847
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-14 | Novruzova Natella Fakhradovna | Officer | — | — | Common Stock | 0 | 0.00 | — | 11,557 | D | ↗ |
| 2026-04-13 | Wilmer Richard | Director / Officer | P-Purchase | A | Common Stock | 46,847 | 5.34 | 250.0K | 511,224 | D | ↗ |
| 2026-03-23 | Vice John David | Officer | S-Sale | D | Common Stock | 1,117 | 5.30 | 5.9K | 121,579 | D | ↗ |
| 2026-03-23 | Singh Jagdeep CA | Officer | S-Sale | D | Common Stock | 2,562 | 5.30 | 13.6K | 122,565 | D | ↗ |
| 2026-03-23 | Khetani Mansi | Officer | S-Sale | D | Common Stock | 2,311 | 5.30 | 12.2K | 128,500 | D | ↗ |
| 2026-03-23 | Batill Eric | Officer | S-Sale | D | Common Stock | 2,695 | 5.30 | 14.3K | 78,610 | D | ↗ |
| 2026-03-20 | Wilmer Richard | Director / Officer | F-InKind | D | Common Stock | 8,151 | 5.40 | 44.0K | 464,377 | D | ↗ |
| 2025-12-23 | Vice John David | Officer | S-Sale | D | Common Stock | 919 | 6.99 | 6.4K | 122,696 | D | ↗ |
| 2025-12-23 | Singh Jagdeep CA | Officer | S-Sale | D | Common Stock | 4,832 | 6.99 | 33.8K | 124,627 | D | ↗ |
| 2025-12-23 | Khetani Mansi | Officer | S-Sale | D | Common Stock | 3,943 | 6.99 | 27.5K | 130,363 | D | ↗ |
| 2025-12-23 | Batill Eric | Officer | S-Sale | D | Common Stock | 2,976 | 6.98 | 20.8K | 81,305 | D | ↗ |
| 2025-12-20 | Wilmer Richard | Director / Officer | F-InKind | D | Common Stock | 22,115 | 7.32 | 161.9K | 472,028 | D | ↗ |
| 2025-09-23 | Vice John David | Officer | S-Sale | D | Common Stock | 2,363 | 11.27 | 26.6K | 123,615 | D | ↗ |
| 2025-09-23 | Singh Jagdeep CA | Officer | S-Sale | D | Common Stock | 1,703 | 11.27 | 19.2K | 129,459 | D | ↗ |
| 2025-09-23 | Khetani Mansi | Officer | S-Sale | D | Common Stock | 1,302 | 11.27 | 14.7K | 134,306 | D | ↗ |
| 2025-09-23 | Batill Eric | Officer | S-Sale | D | Common Stock | 2,058 | 11.27 | 23.2K | 84,281 | D | ↗ |
| 2025-09-20 | Wilmer Richard | Director / Officer | F-InKind | D | Common Stock | 2,774 | 10.85 | 30.1K | 494,143 | D | ↗ |
| 2025-09-02 | Batill Eric | Officer | A-Award | A | Common Stock | 60,000 | 0.00 | — | 86,339 | D | ↗ |
| 2025-07-28 | Batill Eric | Officer | — | — | Common Stock | 0 | 0.00 | — | 26,339 | D | ↗ |
| 2025-07-08 | WAGONER G RICHARD JR | Director | A-Award | A | Common Stock | 254,785 | 0.00 | — | 428,245 | D | ↗ |
| 2025-07-08 | Singh-Bushell Ekta | Director | A-Award | A | Common Stock | 254,785 | 0.00 | — | 411,552 | D | ↗ |
| 2025-07-08 | Linse Michael | Director | A-Award | A | Common Stock | 254,785 | 0.00 | — | 427,517 | D | ↗ |
| 2025-07-08 | LESCHLY MARK | Director | A-Award | A | Common Stock | 254,785 | 0.00 | — | 427,517 | D | ↗ |
| 2025-07-08 | Heystee Susan | Director | A-Award | A | Common Stock | 254,785 | 0.00 | — | 417,905 | D | ↗ |
| 2025-07-08 | Harries Axel | Director | A-Award | A | Common Stock | 254,785 | 0.00 | — | 427,517 | D | ↗ |
| 2025-07-08 | HARRIS JEFFREY | Director | A-Award | A | Common Stock | 254,785 | 0.00 | — | 427,517 | D | ↗ |
| 2025-07-08 | Dhruv Mitesh | Director | A-Award | A | Common Stock | 254,785 | 0.00 | — | 495,258 | D | ↗ |
| 2025-07-08 | Chao Elaine L. | Director | A-Award | A | Common Stock | 254,785 | 0.00 | — | 422,096 | D | ↗ |
| 2025-07-08 | CHIZEN BRUCE R | Director | A-Award | A | Common Stock | 254,785 | 0.00 | — | 416,424 | D | ↗ |
| 2025-07-08 | Bowman Roxanne | Director | A-Award | A | Common Stock | 254,785 | 0.00 | — | 770,067 | D | ↗ |
| 2025-06-23 | Vice John David | Officer | S-Sale | D | Common Stock | 7,858 | 0.67 | 5.2K | 2,519,642 | D | ↗ |
| 2025-06-23 | Singh Jagdeep CA | Officer | S-Sale | D | Common Stock | 35,070 | 0.67 | 23.3K | 2,613,290 | D | ↗ |
| 2025-06-23 | Khetani Mansi | Officer | S-Sale | D | Common Stock | 26,798 | 0.67 | 17.8K | 2,702,180 | D | ↗ |
| 2025-06-23 | Chavez Rebecca | Officer | S-Sale | D | Common Stock | 36,090 | 0.67 | 24.0K | 2,637,478 | D | ↗ |
| 2025-06-20 | Wilmer Richard | Director / Officer | F-InKind | D | Common Stock | 55,460 | 0.69 | 38.1K | 9,928,441 | D | ↗ |
| 2025-05-01 | Wilmer Richard | Director / Officer | A-Award | A | Common Stock | 1,325,000 | 0.00 | — | 5,746,401 | D | ↗ |
| 2025-05-01 | Vice John David | Officer | A-Award | A | Common Stock | 500,000 | 0.00 | — | 2,027,500 | D | ↗ |
| 2025-05-01 | Singh Jagdeep CA | Officer | A-Award | A | Common Stock | 442,500 | 0.00 | — | 2,273,360 | D | ↗ |
| 2025-05-01 | Khetani Mansi | Officer | A-Award | A | Common Stock | 750,000 | 0.00 | — | 1,978,978 | D | ↗ |
| 2025-05-01 | Chavez Rebecca | Officer | A-Award | A | Common Stock | 675,000 | 0.00 | — | 1,848,568 | D | ↗ |
| 2025-03-21 | Singh Jagdeep CA | Officer | S-Sale | D | Common Stock | 23,070 | 0.65 | 15.1K | 1,148,360 | D | ↗ |
| 2025-03-21 | Khetani Mansi | Officer | S-Sale | D | Common Stock | 11,327 | 0.65 | 7.4K | 1,228,978 | D | ↗ |
| 2025-03-21 | Chavez Rebecca | Officer | S-Sale | D | Common Stock | 24,494 | 0.65 | 16.0K | 1,173,568 | D | ↗ |
| 2025-03-20 | Wilmer Richard | Director / Officer | F-InKind | D | Common Stock | 29,330 | 0.70 | 20.6K | 4,421,401 | D | ↗ |
| 2024-12-23 | Singh Jagdeep CA | Officer | S-Sale | D | Common Stock | 36,574 | 1.14 | 41.9K | 1,161,430 | D | ↗ |
| 2024-12-23 | Khetani Mansi | Officer | S-Sale | D | Common Stock | 22,038 | 1.14 | 25.2K | 1,230,305 | D | ↗ |
| 2024-12-23 | Gerdes Henrik | Officer | S-Sale | D | Common Stock | 28,536 | 1.14 | 32.7K | 362,060 | D | ↗ |
| 2024-12-23 | Chavez Rebecca | Officer | S-Sale | D | Common Stock | 60,849 | 1.14 | 69.6K | 1,198,062 | D | ↗ |
| 2024-12-20 | Wilmer Richard | Director / Officer | F-InKind | D | Common Stock | 25,758 | 1.14 | 29.4K | 4,440,731 | D | ↗ |
| 2024-12-03 | Wilmer Richard | Director / Officer | A-Award | A | Common Stock | 2,162,000 | 0.00 | — | 4,466,489 | D | ↗ |
| 2024-12-03 | Vice John David | Officer | A-Award | A | Common Stock | 877,500 | 0.00 | — | 1,527,500 | D | ↗ |
| 2024-12-03 | Singh Jagdeep CA | Officer | A-Award | A | Common Stock | 325,000 | 0.00 | — | 1,198,004 | D | ↗ |
| 2024-12-03 | Khetani Mansi | Officer | A-Award | A | Common Stock | 275,000 | 0.00 | — | 1,252,343 | D | ↗ |
| 2024-12-03 | Chavez Rebecca | Officer | A-Award | A | Common Stock | 300,000 | 0.00 | — | 1,258,911 | D | ↗ |
| 2024-11-05 | Khetani Mansi | Officer | M-Exempt | D | Stock Option (right to buy) | 22,888 | 0.76 | 17.4K | 0 | D | ↗ |
| 2024-10-11 | Gerdes Henrik | Officer | S-Sale | D | Common Stock | 26,288 | 1.32 | 34.7K | 390,596 | D | ↗ |
| 2024-09-23 | Wilmer Richard | Director / Officer | S-Sale | D | Common Stock | 27,252 | 1.35 | 36.8K | 2,304,489 | D | ↗ |
| 2024-09-23 | Singh Jagdeep CA | Officer | S-Sale | D | Common Stock | 13,361 | 1.35 | 18.0K | 873,004 | D | ↗ |
| 2024-09-23 | Khetani Mansi | Officer | S-Sale | D | Common Stock | 23,409 | 1.35 | 31.6K | 849,084 | D | ↗ |
| 2024-09-23 | Gerdes Henrik | Officer | S-Sale | D | Common Stock | 10,493 | 1.35 | 14.2K | 416,884 | D | ↗ |
| 2024-09-23 | Chavez Rebecca | Officer | S-Sale | D | Common Stock | 8,005 | 1.35 | 10.8K | 958,911 | D | ↗ |
| 2024-09-16 | Vice John David | Officer | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2024-07-09 | WAGONER G RICHARD JR | Director | A-Award | A | Common Stock | 115,552 | 0.00 | — | 173,460 | — | ↗ |
| 2024-07-09 | Singh-Bushell Ekta | Director | A-Award | A | Common Stock | 115,552 | 0.00 | — | 156,767 | — | ↗ |
| 2024-07-09 | Linse Michael | Director | A-Award | A | Common Stock | 115,552 | 0.00 | — | 172,732 | — | ↗ |
| 2024-07-09 | LESCHLY MARK | Director | A-Award | A | Common Stock | 115,552 | 0.00 | — | 172,732 | — | ↗ |
| 2024-07-09 | Khetani Mansi | Officer | A-Award | A | Common Stock | 200,000 | 0.00 | — | 602,493 | — | ↗ |
| 2024-07-09 | Heystee Susan | Director | A-Award | A | Common Stock | 115,552 | 0.00 | — | 163,120 | — | ↗ |
| 2024-07-09 | Harries Axel | Director | A-Award | A | Common Stock | 115,552 | 0.00 | — | 172,732 | — | ↗ |
| 2024-07-09 | HARRIS JEFFREY | Director | A-Award | A | Common Stock | 115,552 | 0.00 | — | 172,732 | — | ↗ |
| 2024-07-09 | Dhruv Mitesh | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-07-09 | Chao Elaine L. | Director | A-Award | A | Common Stock | 115,552 | 0.00 | — | 167,311 | — | ↗ |
| 2024-07-09 | CHIZEN BRUCE R | Director | A-Award | A | Common Stock | 115,552 | 0.00 | — | 161,639 | — | ↗ |
| 2024-07-09 | Bowman Roxanne | Director | A-Award | A | Common Stock | 115,552 | 0.00 | — | 515,282 | — | ↗ |
| 2024-06-21 | Wilmer Richard | Director / Officer | S-Sale | D | Common Stock | 27,722 | 1.40 | 38.7K | 2,331,740 | — | ↗ |
| 2024-06-21 | Singh Jagdeep CA | Officer | S-Sale | D | Common Stock | 9,389 | 1.40 | 13.1K | 886,364 | — | ↗ |
| 2024-06-21 | Khetani Mansi | Officer | S-Sale | D | Common Stock | 19,007 | 1.40 | 26.6K | 402,493 | — | ↗ |
| 2024-06-21 | Gerdes Henrik | Officer | S-Sale | D | Common Stock | 10,629 | 1.40 | 14.8K | 427,375 | — | ↗ |
| 2024-06-21 | Chavez Rebecca | Officer | S-Sale | D | Common Stock | 4,774 | 1.40 | 6.7K | 966,916 | — | ↗ |
| 2024-06-20 | Gerdes Henrik | Officer | S-Sale | D | Common Stock | 43,596 | 1.51 | 65.6K | 438,004 | — | ↗ |
| 2024-06-03 | Singh Jagdeep CA | Officer | A-Award | A | Common Stock | 175,000 | 0.00 | — | 659,503 | — | ↗ |
| 2024-06-03 | Chavez Rebecca | Officer | A-Award | A | Common Stock | 140,000 | 0.00 | — | 782,690 | — | ↗ |
| 2024-05-01 | Gerdes Henrik | Officer | A-Award | A | Common Stock | 15,000 | 0.00 | — | 481,600 | — | ↗ |
| 2024-03-21 | Wilmer Richard | Director / Officer | S-Sale | D | Common Stock | 25,376 | 1.87 | 47.5K | 2,359,462 | — | ↗ |
| 2024-03-21 | Singh Jagdeep CA | Officer | S-Sale | D | Common Stock | 9,485 | 1.87 | 17.7K | 484,503 | — | ↗ |
| 2024-03-21 | Khetani Mansi | Officer | S-Sale | D | Common Stock | 19,035 | 1.87 | 35.6K | 421,500 | — | ↗ |
| 2024-03-21 | Gerdes Henrik | Officer | S-Sale | D | Common Stock | 5,607 | 1.87 | 10.5K | 220,115 | — | ↗ |
| 2024-03-21 | Chavez Rebecca | Officer | S-Sale | D | Common Stock | 4,828 | 1.87 | 9.0K | 642,690 | — | ↗ |
| 2024-03-08 | Wilmer Richard | Director / Officer | A-Award | A | Common Stock | 4,348 | 1.63 | 7.1K | 2,384,838 | — | ↗ |
| 2024-03-08 | Singh Jagdeep CA | Officer | A-Award | A | Common Stock | 4,459 | 1.63 | 7.3K | 493,988 | — | ↗ |
| 2024-03-08 | Linse Michael | Director | S-Sale | D | Common Stock | 30,883 | 1.95 | 60.4K | 0 | — | ↗ |
| 2024-03-08 | Khetani Mansi | Officer | A-Award | A | Common Stock | 4,348 | 1.63 | 7.1K | 440,535 | — | ↗ |
| 2024-03-08 | Gerdes Henrik | Officer | A-Award | A | Common Stock | 4,347 | 1.63 | 7.1K | 225,722 | — | ↗ |
| 2024-03-08 | Chavez Rebecca | Officer | A-Award | A | Common Stock | 4,348 | 1.63 | 7.1K | 647,518 | — | ↗ |
| 2024-03-07 | Linse Michael | Director | J-Other | D | Common Stock | 957,494 | 0.00 | — | 30,883 | — | ↗ |
| 2024-02-29 | Singh Jagdeep CA | Officer | — | D | Common Stock | 0 | 0.00 | — | 489,529 | — | ↗ |
| 2024-01-18 | Bowman Roxanne | Director | M-Exempt | A | Common Stock | 348,810 | 0.76 | 265.1K | 399,730 | — | ↗ |
| 2023-12-21 | Wilmer Richard | Director / Officer | S-Sale | D | Common Stock | 8,350 | 2.42 | 20.2K | 2,380,490 | — | ↗ |
| 2023-12-21 | Khetani Mansi | Officer | S-Sale | D | Common Stock | 5,923 | 2.42 | 14.3K | 436,187 | — | ↗ |
| 2023-12-21 | Hughes Michael D | Officer | S-Sale | D | Common Stock | 13,995 | 2.42 | 33.8K | 855,947 | — | ↗ |
| 2023-12-21 | Gerdes Henrik | Officer | S-Sale | D | Common Stock | 5,431 | 2.42 | 13.1K | 116,375 | — | ↗ |
| 2023-12-21 | Chavez Rebecca | Officer | S-Sale | D | Common Stock | 4,676 | 2.42 | 11.3K | 643,170 | — | ↗ |
| 2023-12-20 | Gerdes Henrik | Officer | A-Award | A | Common Stock | 105,000 | 0.00 | — | 221,375 | — | ↗ |
| 2023-12-01 | Wilmer Richard | Director / Officer | A-Award | A | Common Stock | 960,000 | 0.00 | — | 2,388,840 | — | ↗ |
| 2023-12-01 | Khetani Mansi | Officer | A-Award | A | Common Stock | 135,000 | 0.00 | — | 442,110 | — | ↗ |
| 2023-12-01 | Chavez Rebecca | Officer | A-Award | A | Common Stock | 300,000 | 0.00 | — | 647,846 | — | ↗ |
| 2023-11-16 | Khetani Mansi | Officer | — | D | Common Stock | 0 | 0.00 | — | 307,110 | — | ↗ |
| 2023-10-18 | Gerdes Henrik | Officer | M-Exempt | A | Common Stock | 43,596 | 0.76 | 33.1K | 121,806 | — | ↗ |
| 2023-09-21 | Wilmer Richard | Officer | S-Sale | D | Common Stock | 8,191 | 5.03 | 41.2K | 628,840 | — | ↗ |
| 2023-09-21 | JACKSON REX S | Officer | S-Sale | D | Common Stock | 16,799 | 5.03 | 84.5K | 1,973,546 | — | ↗ |
| 2023-09-21 | Hughes Michael D | Officer | S-Sale | D | Common Stock | 13,729 | 5.03 | 69.1K | 869,942 | — | ↗ |
| 2023-09-21 | Gerdes Henrik | Officer | S-Sale | D | Common Stock | 5,328 | 5.03 | 26.8K | 78,210 | — | ↗ |
| 2023-09-21 | Chavez Rebecca | Officer | S-Sale | D | Common Stock | 4,586 | 5.03 | 23.1K | 347,846 | — | ↗ |
| 2023-09-20 | Singh-Bushell Ekta | Director | S-Sale | D | Common Stock | 4,622 | 5.44 | 25.1K | 41,215 | — | ↗ |
| 2023-09-20 | Q-GRG VII (CP) Investment Partners, LLC | 10% Owner | P-Purchase | A | Common Stock | 1,850,000 | 5.40 | 9.99M | 26,607,128 | — | ↗ |
| 2023-09-15 | Linse Michael | Director | S-Sale | D | Common Stock | 847,248 | 5.66 | 4.80M | 0 | — | ↗ |
| 2023-09-14 | Hughes Michael D | Officer | M-Exempt | A | Common Stock | 58,000 | 0.56 | 32.5K | 941,670 | — | ↗ |
| 2023-09-13 | Linse Michael | Director | J-Other | D | Common Stock | 388,338 | 0.00 | — | 620,358 | — | ↗ |
| 2023-09-13 | CHIZEN BRUCE R | Director | P-Purchase | A | Common Stock | 500,000 | 5.79 | 2.90M | 1,247,256 | — | ↗ |
| 2023-09-12 | Linse Michael | Director | S-Sale | D | Common Stock | 1,000,000 | 5.72 | 5.72M | 1,337,619 | — | ↗ |
| 2023-09-11 | Linse Michael | Director | J-Other | D | Common Stock | 3,251,743 | 0.00 | — | 4,223,151 | — | ↗ |
| 2023-09-11 | JACKSON REX S | Officer | S-Sale | D | Common Stock | 15 | 5.73 | 85.95 | 1,990,345 | — | ↗ |
| 2023-09-08 | Linse Michael | Director | S-Sale | D | Common Stock | 1,005,328 | 5.78 | 5.81M | 468,142 | — | ↗ |
| 2023-09-08 | JACKSON REX S | Officer | M-Exempt | D | Stock Option (Right to Buy) | 1,476,060 | 0.56 | 826.6K | 0 | — | ↗ |
| 2023-08-18 | Romano Pasquale | Director / Officer | M-Exempt | A | Common Stock | 10,000 | 0.27 | 2.7K | 4,158,054 | — | ↗ |
| 2023-08-17 | Romano Pasquale | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 10,000 | 0.27 | 2.7K | 599,712 | — | ↗ |
| 2023-08-16 | Romano Pasquale | Director / Officer | S-Sale | D | Common Stock | 10,000 | 7.36 | 73.6K | 4,148,054 | — | ↗ |
| 2023-08-15 | Romano Pasquale | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 10,000 | 0.27 | 2.7K | 619,712 | — | ↗ |
| 2023-08-14 | Romano Pasquale | Director / Officer | M-Exempt | A | Common Stock | 10,000 | 0.27 | 2.7K | 4,158,054 | — | ↗ |
| 2023-08-11 | Romano Pasquale | Director / Officer | S-Sale | D | Common Stock | 10,000 | 7.78 | 77.8K | 4,148,054 | — | ↗ |
| 2023-08-10 | Romano Pasquale | Director / Officer | S-Sale | D | Common Stock | 10,000 | 7.90 | 79.0K | 4,148,054 | — | ↗ |
| 2023-08-09 | Romano Pasquale | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 10,000 | 0.27 | 2.7K | 659,712 | — | ↗ |
| 2023-08-08 | Romano Pasquale | Director / Officer | S-Sale | D | Common Stock | 10,000 | 7.88 | 78.8K | 4,148,054 | — | ↗ |
| 2023-08-07 | Romano Pasquale | Director / Officer | S-Sale | D | Common Stock | 10,000 | 7.91 | 79.1K | 4,148,054 | — | ↗ |
| 2023-08-01 | Hughes Michael D | Officer | M-Exempt | D | Stock Option (right to buy) | 58,000 | 0.56 | 32.5K | 959,174 | — | ↗ |
| 2023-07-31 | Romano Pasquale | Director / Officer | M-Exempt | A | Common Stock | 5,000 | 0.27 | 1.4K | 4,153,054 | — | ↗ |
| 2023-07-28 | Romano Pasquale | Director / Officer | S-Sale | D | Common Stock | 5,000 | 8.18 | 40.9K | 4,148,054 | — | ↗ |
| 2023-07-27 | Romano Pasquale | Director / Officer | S-Sale | D | Common Stock | 5,000 | 8.12 | 40.6K | 4,148,054 | — | ↗ |
| 2023-07-26 | Romano Pasquale | Director / Officer | M-Exempt | A | Common Stock | 5,000 | 0.27 | 1.4K | 4,153,054 | — | ↗ |
| 2023-07-25 | Romano Pasquale | Director / Officer | S-Sale | D | Common Stock | 5,000 | 8.26 | 41.3K | 4,148,054 | — | ↗ |
| 2023-07-24 | Romano Pasquale | Director / Officer | S-Sale | D | Common Stock | 5,000 | 8.36 | 41.8K | 4,148,054 | — | ↗ |
| 2023-07-21 | Romano Pasquale | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 5,000 | 0.27 | 1.4K | 719,712 | — | ↗ |
| 2023-07-20 | Romano Pasquale | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 5,000 | 0.27 | 1.4K | 724,712 | — | ↗ |
| 2023-07-19 | Romano Pasquale | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 5,000 | 0.27 | 1.4K | 729,712 | — | ↗ |
| 2023-07-18 | WAGONER G RICHARD JR | Director | A-Award | A | Common Stock | 21,925 | 0.00 | — | 57,908 | — | ↗ |
| 2023-07-18 | Singh-Bushell Ekta | Director | A-Award | A | Common Stock | 21,925 | 0.00 | — | 45,837 | — | ↗ |
| 2023-07-18 | Romano Pasquale | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 5,000 | 0.27 | 1.4K | 734,712 | — | ↗ |
| 2023-07-18 | Linse Michael | Director | A-Award | A | Common Stock | 21,925 | 8.55 | 187.5K | 1,495,395 | — | ↗ |
| 2023-07-18 | LESCHLY MARK | Director | A-Award | A | Common Stock | 21,925 | 0.00 | — | 57,180 | — | ↗ |
| 2023-07-18 | Heystee Susan | Director | A-Award | A | Common Stock | 21,925 | 0.00 | — | 47,568 | — | ↗ |
| 2023-07-18 | Harries Axel | Director | A-Award | A | Common Stock | 21,925 | 0.00 | — | 57,180 | — | ↗ |
| 2023-07-18 | HARRIS JEFFREY | Director | A-Award | A | Common Stock | 21,925 | 0.00 | — | 57,180 | — | ↗ |
| 2023-07-18 | Chao Elaine L. | Director | A-Award | A | Common Stock | 21,925 | 0.00 | — | 51,759 | — | ↗ |
| 2023-07-18 | CHIZEN BRUCE R | Director | A-Award | A | Common Stock | 21,925 | 0.00 | — | 46,087 | — | ↗ |
| 2023-07-18 | Bowman Roxanne | Director | A-Award | A | Common Stock | 21,925 | 0.00 | — | 50,920 | — | ↗ |
| 2023-07-17 | Romano Pasquale | Director / Officer | S-Sale | D | Common Stock | 5,000 | 8.61 | 43.0K | 4,148,054 | — | ↗ |
| 2023-07-14 | Romano Pasquale | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 5,000 | 0.27 | 1.4K | 744,712 | — | ↗ |
| 2023-07-14 | Linse Michael | Director | S-Sale | D | Common Stock | 12,200 | 9.00 | 109.8K | 1,473,470 | — | ↗ |
| 2023-07-13 | Romano Pasquale | Director / Officer | S-Sale | D | Common Stock | 5,000 | 8.94 | 44.7K | 4,148,054 | — | ↗ |
| 2023-07-13 | Linse Michael | Director | S-Sale | D | Common Stock | 475,000 | 9.01 | 4.28M | 1,485,670 | — | ↗ |
| 2023-07-12 | Romano Pasquale | Director / Officer | S-Sale | D | Common Stock | 5,000 | 9.02 | 45.1K | 4,148,054 | — | ↗ |
| 2023-07-11 | Romano Pasquale | Director / Officer | M-Exempt | A | Common Stock | 5,000 | 0.27 | 1.4K | 4,153,054 | — | ↗ |
| 2023-07-10 | Romano Pasquale | Director / Officer | S-Sale | D | Common Stock | 5,000 | 8.82 | 44.1K | 4,148,054 | — | ↗ |
| 2023-07-07 | Romano Pasquale | Director / Officer | S-Sale | D | Common Stock | 5,000 | 8.78 | 43.9K | 4,148,054 | — | ↗ |
| 2023-07-06 | Romano Pasquale | Director / Officer | M-Exempt | A | Common Stock | 5,000 | 0.27 | 1.4K | 4,153,054 | — | ↗ |
| 2023-07-05 | Romano Pasquale | Director / Officer | S-Sale | D | Common Stock | 5,000 | 8.85 | 44.2K | 4,148,054 | — | ↗ |
| 2023-07-03 | Romano Pasquale | Director / Officer | S-Sale | D | Common Stock | 5,000 | 8.86 | 44.3K | 4,148,054 | — | ↗ |
| 2023-07-03 | Hughes Michael D | Officer | M-Exempt | D | Stock Option (right to buy) | 58,000 | 0.56 | 32.5K | 1,017,174 | — | ↗ |
| 2023-06-26 | Romano Pasquale | Director / Officer | S-Sale | D | Common Stock | 10,000 | 7.49 | 74.9K | 4,148,054 | — | ↗ |
| 2023-06-23 | Romano Pasquale | Director / Officer | S-Sale | D | Common Stock | 10,000 | 7.34 | 73.4K | 4,148,054 | — | ↗ |
| 2023-06-22 | Romano Pasquale | Director / Officer | S-Sale | D | Common Stock | 10,000 | 7.73 | 77.3K | 4,148,054 | — | ↗ |
| 2023-06-21 | Wilmer Richard | Officer | S-Sale | D | Common Stock | 20,987 | 8.03 | 168.6K | 637,031 | — | ↗ |
| 2023-06-21 | Romano Pasquale | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 10,000 | 0.27 | 2.7K | 819,712 | — | ↗ |
| 2023-06-21 | JACKSON REX S | Officer | S-Sale | D | Common Stock | 16,178 | 8.03 | 129.9K | 1,070,291 | — | ↗ |
| 2023-06-21 | Hughes Michael D | Officer | S-Sale | D | Common Stock | 14,224 | 8.03 | 114.2K | 883,670 | — | ↗ |
| 2023-06-21 | Gerdes Henrik | Officer | S-Sale | D | Common Stock | 5,518 | 8.03 | 44.3K | 83,537 | — | ↗ |
| 2023-06-21 | Chavez Rebecca | Officer | S-Sale | D | Common Stock | 4,751 | 8.03 | 38.2K | 352,431 | — | ↗ |
| 2023-06-20 | Romano Pasquale | Director / Officer | S-Sale | D | Common Stock | 10,000 | 8.30 | 83.0K | 4,148,054 | — | ↗ |
| 2023-06-16 | Romano Pasquale | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 10,000 | 0.27 | 2.7K | 839,712 | — | ↗ |
| 2023-06-16 | Linse Michael | Director | S-Sale | D | Common Stock | 492,360 | 8.77 | 4.32M | 1,960,670 | — | ↗ |
| 2023-06-15 | Romano Pasquale | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 10,000 | 0.27 | 2.7K | 849,712 | — | ↗ |
| 2023-06-15 | Linse Michael | Director | S-Sale | D | Common Stock | 407,640 | 9.06 | 3.69M | 1,690,317 | — | ↗ |
| 2023-06-14 | Romano Pasquale | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 10,000 | 0.27 | 2.7K | 859,712 | — | ↗ |
| 2023-06-13 | Romano Pasquale | Director / Officer | M-Exempt | A | Common Stock | 10,000 | 0.27 | 2.7K | 4,158,054 | — | ↗ |
| 2023-06-13 | Linse Michael | Director / 10% Owner | J-Other | D | Common Stock | 1,625,873 | 0.00 | — | 7,474,894 | — | ↗ |
| 2023-06-12 | Romano Pasquale | Director / Officer | M-Exempt | A | Common Stock | 10,000 | 0.27 | 2.7K | 4,158,054 | — | ↗ |
| 2023-06-09 | Hughes Michael D | Officer | M-Exempt | D | Stock Option (right to buy) | 58,000 | 0.56 | 32.5K | 1,075,174 | — | ↗ |
| 2023-05-19 | Romano Pasquale | Director / Officer | M-Exempt | A | Common Stock | 20,000 | 0.27 | 5.4K | 4,168,054 | — | ↗ |
| 2023-05-18 | Romano Pasquale | Director / Officer | M-Exempt | A | Common Stock | 20,000 | 0.27 | 5.4K | 4,168,054 | — | ↗ |
| 2023-05-17 | Romano Pasquale | Director / Officer | S-Sale | D | Common Stock | 20,000 | 8.19 | 163.8K | 4,148,054 | — | ↗ |
| 2023-05-16 | Romano Pasquale | Director / Officer | S-Sale | D | Common Stock | 20,000 | 8.21 | 164.2K | 4,148,054 | — | ↗ |
| 2023-05-15 | Romano Pasquale | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 20,000 | 0.27 | 5.4K | 969,712 | — | ↗ |
| 2023-05-12 | Hughes Michael D | Officer | M-Exempt | D | Stock Option (right to buy) | 58,000 | 0.56 | 32.5K | 1,133,174 | — | ↗ |
| 2023-05-01 | Gerdes Henrik | Officer | A-Award | A | Common Stock | 131,485 | 0.00 | — | 351,600 | — | ↗ |
| 2023-04-14 | Linse Michael | Director | S-Sale | D | Common Stock | 250,000 | 8.58 | 2.15M | 1,322,713 | — | ↗ |
| 2023-04-13 | Linse Michael | Director | S-Sale | D | Common Stock | 8,503 | 8.70 | 74.0K | 9,100,767 | — | ↗ |
| 2023-04-12 | Linse Michael | Director | J-Other | D | Common Stock | 94,407 | 0.00 | — | 0 | — | ↗ |
| 2023-03-21 | Wilmer Richard | Officer | S-Sale | D | Common Stock | 4,312 | 9.40 | 40.5K | 658,018 | — | ↗ |
| 2023-03-21 | JACKSON REX S | Officer | S-Sale | D | Common Stock | 14,476 | 9.40 | 136.1K | 1,086,469 | — | ↗ |
| 2023-03-21 | Hughes Michael D | Officer | S-Sale | D | Common Stock | 9,535 | 9.40 | 89.6K | 933,894 | — | ↗ |
Executive team
Top executives
EBIT / Employee
-150.6K
Shares Outstanding
24.42M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2026 | Rick Wilmer Chief Executive Officer | 625.0K | — | 3.48M | — | — | — | 4.11M | 84.78% | ↗ |
| 2 | 2026 | JD Singh Chief Customer Experience Officer | 425.0K | — | 938.7K | — | — | — | 1.36M | 68.83% | ↗ |
| 3 | 2026 | Mansi Khetani Chief Financial Officer | 425.0K | — | 938.7K | — | — | — | 1.36M | 68.83% | ↗ |
| 4 | 2026 | Rebecca Chavez Former Chief Legal Officer | 210.3K | — | 938.7K | — | — | — | 1.15M | 81.70% | ↗ |
| 5 | 2026 | Eric Batill General Counsel | 375.7K | — | 746.5K | — | — | — | 1.12M | 66.52% | ↗ |
| 6 | 2026 | David Vice Chief Revenue Officer | 450.0K | — | 625.8K | — | — | 13.1K | 1.09M | 57.47% | ↗ |
| 7 | 2025 | Rick Wilmer Chief Executive Officer | 625.0K | — | 2.51M | — | — | 420.00 | 3.13M | 80.04% | ↗ |
| 8 | 2025 | David Vice Chief Revenue Officer | 168.8K | — | 1.44M | — | — | — | 1.60M | 89.48% | ↗ |
| 9 | 2025 | Mansi Khetani Chief Financial Officer and Chief Accounting Officer | 425.0K | — | 1.03M | — | — | 2.2K | 1.46M | 70.68% | ↗ |
| 10 | 2025 | Mansi Khetani Chief Financial Officer | 425.0K | — | 1.03M | — | — | 2.2K | 1.46M | 70.68% | ↗ |
| 11 | 2025 | JD Singh Chief Customer Experience Officer | 412.5K | — | 959.3K | — | — | 420.00 | 1.37M | 69.91% | ↗ |
| 12 | 2025 | Rebecca Chavez Former Chief Legal Officer | 430.0K | — | 813.8K | — | — | 420.00 | 1.24M | 65.41% | ↗ |
| 13 | 2025 | Rebecca Chavez Chief Legal Officer and Corporate Secretary | 430.0K | — | 813.8K | — | — | 420.00 | 1.24M | 65.41% | ↗ |
| 14 | 2024 | Rick Wilmer Chief Executive Officer | 521.9K | — | 2.98M | — | — | — | 3.50M | 85.08% | ↗ |
| 15 | 2024 | Rebecca Chavez Former Chief Legal Officer | 400.8K | — | 1.57M | — | — | — | 1.97M | 79.66% | ↗ |
| 16 | 2024 | Rebecca Chavez Chief Legal Officer and Corporate Secretary | 400.8K | — | 1.57M | — | — | — | 1.97M | 79.66% | ↗ |
| 17 | 2024 | Mansi Khetani Interim Chief Financial Officer | 369.1K | — | 1.39M | — | — | — | 1.75M | 78.96% | ↗ |
| 18 | 2024 | Mansi Khetani Chief Financial Officer | 369.1K | — | 1.39M | — | — | — | 1.75M | 78.96% | ↗ |
| 19 | 2024 | Mansi Khetani Chief Financial Officer and Chief Accounting Officer | 369.1K | — | 1.39M | — | — | — | 1.75M | 78.96% | ↗ |
| 20 | 2024 | Rex Jackson Former Chief Financial Officer | 411.2K | — | — | — | — | 291.1K | 702.3K | 0.00% | ↗ |
| 21 | 2024 | Pasquale Romano Former Chief Executive Officer | 595.8K | — | — | — | — | 6.6K | 602.4K | 0.00% | ↗ |
| 22 | 2024 | William Loewenthal Former Chief Product Officer | 395.8K | — | — | — | — | 139.4K | 535.3K | 0.00% | ↗ |
| 23 | 2024 | Michael Hughes Chief Commercial and Revenue Officer | 446.7K | — | — | — | — | 669.00 | 447.3K | 0.00% | ↗ |
| 24 | 2023 | Pasquale Romano Former Chief Executive Officer | 562.5K | — | 15.75M | — | 431.3K | 13.5K | 16.76M | 93.99% | ↗ |
| 25 | 2023 | Pasquale Romano Chief Executive Officer | 562.5K | — | 15.75M | — | 431.3K | 13.5K | 16.76M | 93.99% | ↗ |
| 26 | 2023 | Rick Wilmer Chief Executive Officer | 232.6K | — | 8.44M | — | 96.7K | — | 8.77M | 96.25% | ↗ |
| 27 | 2023 | Rick Wilmer Chief Operating Officer | 232.6K | — | 8.44M | — | 96.7K | — | 8.77M | 96.25% | ↗ |
| 28 | 2023 | Rex Jackson Former Chief Financial Officer | 425.0K | — | 7.87M | — | 241.9K | — | 8.54M | 92.19% | ↗ |
| 29 | 2023 | Rex Jackson Chief Financial Officer | 425.0K | — | 7.87M | — | 241.9K | — | 8.54M | 92.19% | ↗ |
| 30 | 2023 | Michael Hughes Chief Commercial and Revenue Officer | 416.7K | — | 7.87M | — | 241.9K | 4.0K | 8.54M | 92.24% | ↗ |
| 31 | 2023 | Eric Sidle Chief Technology Officer | 400.0K | — | 3.15M | — | 153.8K | 224.0K | 3.93M | 80.20% | ↗ |
| 32 | 2022 | Pasquale Romano Chief Executive Officer | 500.0K | — | — | 43.82M | — | 14.36M | 58.68M | 74.68% | ↗ |
| 33 | 2022 | Pasquale Romano Former Chief Executive Officer | 500.0K | — | — | 43.82M | — | 14.36M | 58.68M | 74.68% | ↗ |
| 34 | 2022 | Christopher Burghardt, , Former Managing Director, Europe | 378.1K | — | 2.73M | — | — | 318.2K | 34.26M | 7.97% | ↗ |
| 35 | 2022 | Rex Jackson Chief Financial Officer | 362.5K | 90.0K | 9.56M | — | — | 3.18M | 13.19M | 72.45% | ↗ |
| 36 | 2022 | Rex Jackson Former Chief Financial Officer | 362.5K | 90.0K | 9.56M | — | — | 3.18M | 13.19M | 72.45% | ↗ |
| 37 | 2022 | Michael Hughes Chief Commercial and Revenue Officer | 345.8K | — | 4.10M | — | 383.3K | 2.70M | 7.52M | 54.43% | ↗ |
| 38 | 2022 | Colleen Jansen Chief Marketing Officer | 347.5K | 52.5K | 2.73M | — | — | 1.12M | 4.25M | 64.18% | ↗ |
| 39 | 2022 | Eric Sidle Chief Technology Officer | 350.0K | 52.5K | 1.37M | — | — | 1.23M | 2.99M | 45.60% | ↗ |
| 40 | 2021 | Pasquale Romano, Chief Executive Officer | 454.2K | 405.0K | — | — | — | — | 859.2K | 0.00% | ↗ |
| 41 | 2021 | Pasquale Romano Chief Executive Officer | 454.2K | 405.0K | — | — | — | — | 859.2K | 0.00% | ↗ |
| 42 | 2021 | Michael Hughes, Chief Revenue Officer | 272.5K | 97.2K | — | — | 294.0K | — | 663.7K | 0.00% | ↗ |
| 43 | 2021 | Michael Hughes Chief Commercial and Revenue Officer | 272.5K | 97.2K | — | — | 294.0K | — | 663.7K | 0.00% | ↗ |
| 44 | 2021 | Christopher Burghardt, , Former Managing Director, Europe | 402.5K | 130.4K | — | — | — | — | 532.9K | 0.00% | ↗ |
| 45 | 2021 | Christopher Burghardt, , Managing Director, Europe | 402.5K | 130.4K | — | — | — | — | 532.9K | 0.00% | ↗ |
| 46 | 2021 | Eric Sidle Chief Technology Officer | 317.9K | 151.2K | — | — | — | — | 469.1K | 0.00% | ↗ |
| 47 | 2020 | Pasquale Romano Chief Executive Officer | 500.0K | 112.5K | — | 1.13M | 262.5K | — | 2.00M | 56.25% | ↗ |
| 48 | 2020 | Pasquale Romano, Chief Executive Officer | 500.0K | 112.5K | — | 1.13M | 262.5K | — | 2.00M | 56.25% | ↗ |
| 49 | 2020 | Eric Sidle Chief Technology Officer | 350.0K | 42.0K | — | 225.0K | 98.0K | — | 715.0K | 31.47% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Eric Batill | General Counsel & Corporate Secretary | 644.0K | male |
| Richard Wilmer | President, Chief Executive Officer & Director | 625.0K | male |
| John David Vice | Chief Revenue Officer | 463.1K | male |
| Jagdeep Singh | Chief Customer Experience Officer | 425.0K | male |
| Mansi Khetani | Chief Financial Officer | 425.0K | female |
| John Paolo Canton | Vice President of Communications | — | male |
| Hossein Kazemi | Chief Technical Officer of Hardware | — | male |
| Natella Fakhradovna Novruzova | Chief Accounting Officer, Principal Accounting Officer & Corporate Controller | — | female |
| Patrick Hamer | Vice President of Capital Markets & Investor Relations | — | male |
| Richard Mohr | Vice President of Fleet Solutions | — | male |
| Jaser Faruq | Chief Product & Software Officer | — | male |
ESG Rating
ESG Score History SPECIALTY RETAIL
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 |
|---|---|---|---|---|---|---|---|
| 2023-07-12 | 2023-08-13 | Daniel Goldman | NY10 | — | Sale | $15,001 - $50,000 | ↗ |
| 2023-04-10 | 2023-05-19 | Daniel Goldman | NY10 | — | Purchase | $15,001 - $50,000 | ↗ |
| 2022-12-06 | 2023-01-03 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2022-11-10 | 2022-12-19 | Ed Perlmutter | CO07 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-11-03 | 2022-12-06 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-11-02 | 2022-12-06 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2022-11-01 | 2022-12-19 | Ed Perlmutter | CO07 | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2022-09-02 | 2022-09-26 | Ed Perlmutter | CO07 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for CHPT
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.
