Champions Oncology, Inc. (CSBR)
Hackensack, NJ, US
Champions Oncology, Inc. is dedicated to developing and commercializing cutting-edge technological products and services designed to personalize cancer treatment and streamline the development of oncology drugs across the United States. At the heart of its offerings is the Tumorgraft Technology Platform, an innovative approach that facilitates individualized cancer care by implanting human tumors into immune-deficient mice. Utilizing this proprietary platform, the company not only delivers personalized cancer solutions directly but also provides Translational Oncology Solutions, supporting pharmaceutical and biotechnology companies through their drug development lifecycle. Additionally, Champions Oncology offers Lumin Bioinformatics, a comprehensive software platform and data tool filled with insights from research services and clinical studies, accessible through annual subscriptions. The company distributes its offerings through various channels, including online platforms, word-of-mouth referrals, and a dedicated sales team, reaching both patients and healthcare professionals. Established in 1985, Champions Oncology, Inc. is based in Hackensack, New Jersey, and was formerly known as Champions Biotechnology, Inc. until its name change in April 2011.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.60% | -2.91% | -2.10% | -2.10% | -10.78% | -15.56% | -0.60% | +18.36% | -38.64% | +76.28% | -18.96% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-03 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 1 |
12.00
+106.9%
|
-
Revenue growth Biotechnology: +1.6%+13.5% ★ Q1'26: -2.8% (vs Q1'25)
-
EPS growth Biotechnology: +29.7%+161.1% ★ Q1'26: -106.5% (vs Q1'25)
-
FCF margin FCF growth · Biotechnology: +16.2%+9.8% Q1'26: -8.3% (vs Q1'25)
-
EBIT margin Biotechnology: +0.0%+8.5% ★ Q1'26: -1.1% (vs Q1'25)
-
ROIC Biotechnology: -16.1%+5,267.4% ★ Q1'26: -33.2% (vs Q1'25)
-
Share dilution Biotechnology: -3.4%+5.3% Q1'26: -3.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Biotechnology: 0.16×0.94× ★ Q1'26: 8.12× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Apr 2018 actual |
Apr 2019 actual |
Apr 2020 actual |
Apr 2021 actual |
Apr 2022 actual |
Apr 2023 actual |
Apr 2024 actual |
Apr 2025 actual |
Apr 2026 1 Rev. Ana. 1 EPS Ana. |
Apr 2027 1 Rev. Ana. 1 EPS Ana. |
Apr 2028 1 Rev. Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
20.24M
est: 20.29M (-0.2%)
|
27.07M
est: 27.08M (-0.1%)
|
32.12M
est: 31.63M (+1.6%)
|
41.04M
est: 40.53M (+1.3%)
|
49.11M
est: 49.00M (+0.2%)
|
53.87M
est: 53.64M (+0.4%)
|
50.16M
est: 51.66M (-2.9%)
|
56.94M
est: 56.60M (+0.6%)
|
58.53M
58.53M – 58.53M
+3.4% YoY
|
65.26M
65.26M – 65.26M
+11.5% YoY
|
70.81M
70.81M – 70.81M
+8.5% YoY
|
| EBITDA |
-994.0K
est: 301.8K (-429.3%)
|
876.0K
est: 402.9K (+117.4%)
|
-761.0K
est: 470.5K (-261.8%)
|
1.55M
est: 602.9K (+157.1%)
|
2.23M
est: 728.9K (+206.5%)
|
-2.20M
est: 798.0K (-376.1%)
|
-5.05M
est: 6.39M (-179.1%)
|
6.49M
est: 7.00M (-7.4%)
|
7.24M
7.24M – 7.24M
+3.4% YoY
|
8.07M
8.07M – 8.07M
+11.5% YoY
|
8.76M
8.76M – 8.76M
+8.5% YoY
|
| EBIT |
-1.35M
est: -562.7K (-140.6%)
|
270.0K
est: -751.2K (+135.9%)
|
-1.59M
est: -877.2K (-80.8%)
|
366.0K
est: -1.12M (+132.6%)
|
607.0K
est: -1.36M (+144.7%)
|
-4.45M
est: -1.49M (-199.0%)
|
-6.92M
est: 4.83M (-243.4%)
|
4.85M
est: 5.29M (-8.3%)
|
5.47M
5.47M – 5.47M
+3.4% YoY
|
6.10M
6.10M – 6.10M
+11.5% YoY
|
6.62M
6.62M – 6.62M
+8.5% YoY
|
| Net Income |
-1.48M
est: -1.24M (-19.4%)
|
128.0K
est: 998.7K (-87.2%)
|
-2.09M
est: 856.0K (-344.5%)
|
362.0K
est: 808.5K (-55.2%)
|
548.0K
est: 1.71M (-68.0%)
|
-5.34M
est: -4.14M (-28.9%)
|
-7.28M
|
4.70M
est: 4.28M (+9.8%)
|
1.71M
1.71M – 1.71M
-60.0% YoY
|
1.43M
1.43M – 1.43M
-16.7% YoY
|
—
— – —
-100.0% YoY
|
| SGA |
6.64M
est: 6.32M (+5.1%)
|
7.73M
est: 8.44M (-8.4%)
|
10.86M
est: 9.85M (+10.2%)
|
12.03M
est: 12.63M (-4.7%)
|
15.50M
est: 15.27M (+1.5%)
|
17.24M
est: 16.71M (+3.2%)
|
18.13M
est: 16.39M (+10.6%)
|
16.88M
est: 17.96M (-6.0%)
|
18.57M
18.57M – 18.57M
+3.4% YoY
|
20.71M
20.71M – 20.71M
+11.5% YoY
|
22.47M
22.47M – 22.47M
+8.5% YoY
|
| EPS |
-0.13
est: -0.09 (-50.0%)
|
0.01
est: 0.07 (-83.9%)
|
-0.18
est: 0.06 (-400.0%)
|
0.03
est: 0.06 (-51.3%)
|
0.04
est: 0.12 (-65.4%)
|
-0.39
est: -0.29 (-34.5%)
|
-0.54
|
0.34
est: 0.30 (+13.3%)
|
0.12
0.12 – 0.12
-60.0% YoY
|
0.10
0.10 – 0.10
-16.7% YoY
|
—
— – —
-100.0% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-27 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-26 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-22 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-21 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-20 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-19 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-18 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-15 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-14 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-13 | C | 2/5 | 5/5 | 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
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Anthony A. Florence, Jr. | 29.06M | 25.40% | — | 29.06M | — | 10.00 | IN | United States citizen | 2015-03-24 | ↗ |
| 2 | David M. Mott | 29.06M | 25.40% | — | 29.06M | — | 10.00 | IN | United States citizen | 2015-03-24 | ↗ |
| 3 | Forest Baskett | 29.06M | 25.40% | — | 29.06M | — | 10.00 | IN | United States citizen | 2015-03-24 | ↗ |
| 4 | Harry R. Weller | 29.06M | 25.40% | — | 29.06M | — | 10.00 | IN | United States citizen | 2015-03-24 | ↗ |
| 5 | Krishna S. Kolluri | 29.06M | 25.40% | — | 29.06M | — | 10.00 | IN | United States citizen | 2015-03-24 | ↗ |
| 6 | M. James Barrett | 29.06M | 25.40% | — | 29.06M | — | 10.00 | IN | United States citizen | 2015-03-24 | ↗ |
| 7 | NEA 14 GP, LTD | 29.06M | 25.40% | — | 29.06M | — | 10.00 | CO | Cayman Islands | 2015-03-24 | ↗ |
| 8 | NEA Partners 14, L.P. | 29.06M | 25.40% | — | 29.06M | — | 10.00 | PN | Cayman Islands | 2015-03-24 | ↗ |
| 9 | New Enterprise Associates 14, L.P. | 29.06M | 25.40% | — | 29.06M | — | 10.00 | PN | Cayman Islands | 2015-03-24 | ↗ |
| 10 | Patrick J. Kerins | 29.06M | 25.40% | — | 29.06M | — | 10.00 | IN | United States citizen | 2015-03-24 | ↗ |
| 11 | Peter J. Barris | 29.06M | 25.40% | — | 29.06M | — | 10.00 | IN | United States citizen | 2015-03-24 | ↗ |
| 12 | Peter W. Sonsini | 29.06M | 25.40% | — | 29.06M | — | 10.00 | IN | United States citizen | 2015-03-24 | ↗ |
| 13 | Ravi Viswanathan | 29.06M | 25.40% | — | 29.06M | — | 10.00 | IN | United States citizen | 2015-03-24 | ↗ |
| 14 | Ryan D. Drant | 29.06M | 25.40% | — | 29.06M | — | 10.00 | IN | United States citizen | 2015-03-24 | ↗ |
| 15 | Scott D. Sandell | 29.06M | 25.40% | — | 29.06M | — | 10.00 | IN | United States citizen | 2015-03-24 | ↗ |
| 16 | Ronnie Morris | 11.03M | 9.90% | 11.03M | — | 11.03M | 10.00 | IN | United States of America | 2015-03-23 | ↗ |
| 17 | David Sidransky | 10.80M | 34.20% | — | — | — | 10.00 | IN | States | 2007-05-29 | ↗ |
| 18 | Battery Partners IX, LLC | 9.39M | 19.01% | — | 9.39M | — | 10.00 | PN | Delaware | 2011-06-23 | ↗ |
| 19 | Battery Ventures IX, L.P. | 9.29M | 18.82% | — | 9.29M | — | 10.00 | PN | Delaware | 2011-06-23 | ↗ |
| 20 | Joel Ackerman | 4.94M | 7.00% | 4.94M | — | 4.94M | 10.00 | IN | United States of America | 2013-02-01 | ↗ |
| 21 | Morris | 4.94M | 7.00% | 4.94M | — | 4.94M | 10.00 | IN | States of America | 2013-02-04 | ↗ |
| 22 | Manuel Hidalgo. | 2.50M | 12.30% | — | — | — | 10.00 | IN | Citizenship or Place of Organization | 2007-01-18 | ↗ |
| 23 | Jason Joffe | 1.09M | 8.09% | — | 1.09M | — | 1.09M | IN | UNITED STATES OF AMERICA | 2022-02-14 | ↗ |
| 24 | Morgan Duke | 1.09M | 8.09% | — | 1.09M | — | 1.09M | IN | UNITED STATES OF AMERICA | 2022-02-14 | ↗ |
| 25 | WEST ELK CAPITAL, LLC | 1.09M | 8.09% | — | 1.09M | — | 1.09M | IA | STATES OF AMERICA | 2022-02-14 | ↗ |
| 26 | WEST ELK PARTNERS, LP | 1.09M | 8.09% | — | 1.09M | — | 1.09M | PN | STATE OF DELAWARE, UNITED STATES OF AMERICA | 2022-02-14 | ↗ |
| 27 | WEST ELK, LLC | 1.09M | 8.09% | — | 1.09M | — | 1.09M | OO | STATE OF DELAWARE, UNITED STATES OF AMERICA | 2022-02-14 | ↗ |
| 28 | Donald Wang | 684.6K | 5.00% | 684.6K | — | 684.6K | — | HC, IN | — | 2024-02-12 | ↗ |
| 29 | Taubenpost Capital L.P. | 684.6K | 5.00% | 684.6K | — | 684.6K | — | PN | — | 2024-02-12 | ↗ |
| 30 | Tocqueville Asset Management LP | 684.6K | 5.00% | 684.6K | — | 684.6K | — | IA | — | 2024-02-12 | ↗ |
| 31 | Battery Investment Partners IX, LLC | 92.9K | 0.19% | — | 92.9K | — | 10.00 | PN | Delaware | 2011-06-23 | ↗ |
| 32 | Ephraim Fields | — | 0.00% | — | — | — | — | IN | USA | 2018-08-07 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BATTERY MANAGEMENT CORP. | 2.42M +— (+0.0%) | 16.73M +1.1M (+6.7%) | 17.56% -0.005 pp | 2.69% -0.301 pp | USD10.79 -36.0% | 21 qtrs — |
| 2 | NEA MANAGEMENT COMPANY, LLC | 1.71M +— (+0.0%) | 11.84M +745.5K (+6.7%) | 12.43% -0.003 pp | 0.60% -0.005 pp | USD5.31 +30.1% | 42 qtrs — |
| 3 | VANGUARD GROUP INC | 334.6K +1.3K (+0.4%) | 2.31M +154.3K (+7.1%) | 2.43% +0.009 pp | 0.00% +0.000 pp | USD5.90 +17.1% | 38 qtrs — |
| 4 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 319.7K +— (+0.0%) | 2.21M +139.1K (+6.7%) | 2.32% -0.001 pp | 0.03% +0.002 pp | USD5.79 +19.3% | 31 qtrs — |
| 5 | MORGAN STANLEY | 229.7K +40.1K (+21.1%) | 1.59M +359.3K (+29.3%) | 1.67% +0.290 pp | 0.00% +0.000 pp | USD6.71 +3.0% | 36 qtrs — |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 154.8K -12.4K (-7.4%) | 1.07M -13.1K (-1.2%) | 1.12% -0.090 pp | 0.00% +0.000 pp | USD9.50 -27.3% | 35 qtrs — |
| 7 | BLACKROCK, INC. | 122.8K +861.0 (+0.7%) | 848.3K +59.0K (+7.5%) | 0.89% +0.006 pp | 0.00% +0.000 pp | USD5.00 +38.2% | 6 qtrs — |
| 8 | MINK BROOK ASSET MANAGEMENT LLC | 80.3K +80.3K (+100.0%) | 554.9K +554.9K (+100.0%) | 0.58% +0.582 pp | 0.35% +0.351 pp | USD6.91 +0.0% | 1 qtrs NEW |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 75.8K +1.4K (+1.9%) | 524.0K +42.1K (+8.7%) | 0.55% +0.010 pp | 0.00% +0.000 pp | USD9.10 -24.1% | 30 qtrs — |
| 10 | NORTHERN TRUST CORP | 46.1K -288.0 (-0.6%) | 318.9K +18.2K (+6.1%) | 0.33% -0.002 pp | 0.00% +0.000 pp | USD8.53 -19.0% | 30 qtrs — |
| 11 | JANE STREET GROUP, LLC | 36.1K +36.1K (+100.0%) | 249.5K +249.5K (+100.0%) | 0.26% +0.262 pp | 0.00% +0.000 pp | USD6.91 +0.0% | 1 qtrs NEW |
| 12 | HIGHTOWER ADVISORS, LLC | 35.2K +— (+0.0%) | 242.9K +15.3K (+6.7%) | 0.25% 0.000 pp | 0.00% +0.000 pp | USD7.71 -10.4% | 25 qtrs — |
| 13 | ACADIAN ASSET MANAGEMENT LLC | 30.0K -6.2K (-17.1%) | 206.0K -26.0K (-11.2%) | 0.22% -0.045 pp | 0.00% 0.000 pp | USD10.60 -34.8% | 30 qtrs — |
| 14 | BANK OF NEW YORK MELLON CORP | 26.7K +— (+0.0%) | 184.8K +11.6K (+6.7%) | 0.19% +0.000 pp | 0.00% +0.000 pp | USD8.24 -16.1% | 29 qtrs — |
| 15 | STATE STREET CORP | 26.2K +— (+0.0%) | 181.1K +11.4K (+6.7%) | 0.19% +0.000 pp | 0.00% +0.000 pp | USD9.84 -29.8% | 23 qtrs — |
| 16 | DIMENSIONAL FUND ADVISORS LP | 25.4K +1.7K (+7.0%) | 174.9K +21.4K (+14.0%) | 0.18% +0.012 pp | 0.00% +0.000 pp | USD7.29 -5.2% | 3 qtrs — |
| 17 | BANK OF AMERICA CORP /DE/ | 22.0K +208.0 (+1.0%) | 151.9K +10.9K (+7.7%) | 0.16% +0.002 pp | 0.00% +0.000 pp | USD4.05 +70.6% | 12 qtrs — |
| 18 | GSA CAPITAL PARTNERS LLP | 21.0K +10.6K (+101.4%) | 145.0K +78.0K (+116.4%) | 0.15% +0.077 pp | 0.01% +0.007 pp | USD7.14 -3.2% | 3 qtrs — |
| 19 | ESSEX INVESTMENT MANAGEMENT CO LLC | 18.2K +18.2K (+100.0%) | 126.1K +126.1K (+100.0%) | 0.13% +0.132 pp | 0.02% +0.019 pp | USD6.91 +0.0% | 1 qtrs NEW |
| 20 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 13.0K -1.4K (-9.9%) | 90.0K -3.6K (-3.9%) | 0.09% -0.010 pp | 0.00% 0.000 pp | USD8.68 -20.4% | 4 qtrs — |
| 21 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 12.3K +— (+0.0%) | 85.0K +6.0K (+7.6%) | 0.09% +0.000 pp | 0.00% +0.000 pp | USD4.91 +40.7% | 8 qtrs — |
| 22 | MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 10.3K -1.7K (-14.2%) | 71.2K -6.5K (-8.4%) | 0.07% -0.012 pp | 0.00% +0.000 pp | USD4.91 +40.7% | 8 qtrs — |
| 23 | MILLENNIUM MANAGEMENT LLC | 10.2K -2.4K (-19.2%) | 70.5K -11.3K (-13.8%) | 0.07% -0.018 pp | 0.00% +0.000 pp | USD8.06 -14.3% | 6 qtrs — |
| 24 | WHITTIER TRUST CO | 800.00 +— (+0.0%) | 5.3K +248.0 (+4.9%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD6.48 +6.6% | 2 qtrs — |
| 25 | UBS GROUP AG | 190.00 +190.0 (+100.0%) | 1.3K +1.3K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD6.91 +0.0% | 1 qtrs NEW |
| 26 | JPMORGAN CHASE & CO | 11.00 +— (+0.0%) | 76.00 +5.0 (+7.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD5.64 +22.5% | 11 qtrs — |
| 27 | SBI SECURITIES CO., LTD. | 4.00 -12.0 (-75.0%) | 28.00 -76.0 (-73.1%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD8.00 -13.6% | 5 qtrs — |
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | — -19.8K (-100.0%) | — -128.3K (-100.0%) | 0.00% -0.144 pp | 0.00% +0.000 pp | USD— | 5 qtrs SOLD |
| 29 | CITADEL ADVISORS LLC | — -16.3K (-100.0%) | — -105.7K (-100.0%) | 0.00% -0.118 pp | 0.00% +0.000 pp | USD— | 16 qtrs SOLD |
| 30 | ROYAL BANK OF CANADA | — -6.6K (-100.0%) | — -43.0K (-100.0%) | 0.00% -0.048 pp | 0.00% +0.000 pp | USD— | 4 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Micro-Cap ETF IWC | 0.01% | 165.6K | 0.60% |
| 2 | Vanguard Extended Market ETF VXF | 0.00% | 358.9K | 0.05% |
| 3 | Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO | 0.00% | 578.20 | 0.17% |
| 4 | Vanguard U.S. Total Market Shares Index ETF VTS.AX | 0.00% | 2.9K | 0.03% |
| 5 | Vanguard U.S. Total Market Index ETF VUN.TO | 0.00% | 7.8K | 0.17% |
| 6 | Vanguard Total Stock Market ETF VTI | 0.00% | 1.34M | 0.03% |
| 7 | Dimensional - US Sustainability Core 1 ETF DFSU | 0.00% | 1.2K | 0.15% |
| 8 | Dimensional - US Core Equity 1 ETF DCOR | 0.00% | 1.7K | 0.14% |
| 9 | Vanguard All-Equity ETF Portfolio VEQT.TO | 0.00% | 2.9K | 0.22% |
| 10 | Vanguard Growth ETF Portfolio VGRO.TO | 0.00% | 1.6K | 0.22% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-11-05 | TOBIN SCOTT R | Director / 10% Owner | A-Award | A | Option to purchase Common Stock | 25,460 | 6.80 | 173.1K | 25,460 | D | ↗ |
| 2025-11-05 | SIDRANSKY DAVID | Director | A-Award | A | Option to purchase Common Stock | 21,216 | 6.80 | 144.3K | 21,216 | D | ↗ |
| 2025-11-05 | Mendelson Daniel Newman | Director | A-Award | A | Option to purchase Common Stock | 13,790 | 6.80 | 93.8K | 13,790 | D | ↗ |
| 2025-11-05 | Breitfeld Philip P. | Director | A-Award | A | Option to purchase Common Stock | 13,790 | 6.80 | 93.8K | 13,790 | D | ↗ |
| 2025-11-05 | ACKERMAN JOEL | Director | A-Award | A | Option to purchase Common Stock | 21,216 | 6.80 | 144.3K | 21,216 | D | ↗ |
| 2025-10-30 | ACKERMAN JOEL | Director | M-Exempt | D | Option to purchase Common Stock | 94,405 | 2.10 | 198.3K | 0 | D | ↗ |
| 2025-07-16 | Brainin Robert Lawrence | Director / Officer | A-Award | A | Option to purchase Common Stock | 100,000 | 7.80 | 780.0K | 774,163 | D | ↗ |
| 2025-03-25 | Breitfeld Philip P. | Director | J-Other | D | Common Stock | 4,150 | 0.00 | — | 5,717 | D | ↗ |
| 2024-11-12 | TOBIN SCOTT R | Director / 10% Owner | A-Award | A | Option to purchase Common Stock | 34,550 | 4.64 | 160.3K | 34,550 | D | ↗ |
| 2024-11-12 | SIDRANSKY DAVID | Director | A-Award | A | Option to purchase Common Stock | 21,880 | 4.64 | 101.5K | 21,880 | D | ↗ |
| 2024-11-12 | Mendelson Daniel Newman | Director | A-Award | A | Option to purchase Common Stock | 21,590 | 4.64 | 100.2K | 21,590 | D | ↗ |
| 2024-11-12 | Breitfeld Philip P. | Director | A-Award | A | Option to purchase Common Stock | 18,715 | 4.64 | 86.8K | 18,715 | D | ↗ |
| 2024-11-12 | Brainin Robert Lawrence | Director | A-Award | A | Option to purchase Common Stock | 23,030 | 4.64 | 106.9K | 74,163 | D | ↗ |
| 2024-11-12 | ACKERMAN JOEL | Director | A-Award | A | Option to purchase Common Stock | 43,190 | 4.64 | 200.4K | 43,190 | D | ↗ |
| 2024-10-31 | ACKERMAN JOEL | Director | M-Exempt | A | Common Stock | 16,667 | 5.43 | 90.5K | 962,134 | D | ↗ |
| 2024-01-12 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 1,000 | 6.50 | 6.5K | 198,625 | — | ↗ |
| 2024-01-11 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 2,000 | 6.27 | 12.5K | 197,625 | — | ↗ |
| 2024-01-10 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 2,944 | 6.31 | 18.6K | 195,625 | — | ↗ |
| 2024-01-09 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 3,000 | 6.25 | 18.8K | 192,681 | — | ↗ |
| 2024-01-08 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 1,000 | 6.15 | 6.2K | 189,681 | — | ↗ |
| 2024-01-05 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 2,000 | 6.09 | 12.2K | 188,681 | — | ↗ |
| 2024-01-04 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 3,000 | 6.12 | 18.4K | 186,681 | — | ↗ |
| 2024-01-03 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 500 | 5.83 | 2.9K | 183,681 | — | ↗ |
| 2023-12-21 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 2,500 | 4.92 | 12.3K | 183,181 | — | ↗ |
| 2023-12-20 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 2,100 | 4.82 | 10.1K | 180,681 | — | ↗ |
| 2023-12-19 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 5,000 | 4.75 | 23.8K | 178,581 | — | ↗ |
| 2023-11-03 | TOBIN SCOTT R | Director / 10% Owner | A-Award | A | Option to purchase Common Stock | 28,600 | 5.51 | 157.6K | 28,600 | — | ↗ |
| 2023-11-03 | SIDRANSKY DAVID | Director | A-Award | A | Option to purchase Common Stock | 15,495 | 5.51 | 85.4K | 15,495 | — | ↗ |
| 2023-11-03 | Mendelson Daniel Newman | Director | A-Award | A | Option to purchase Common Stock | 26,220 | 5.51 | 144.5K | 26,220 | — | ↗ |
| 2023-11-03 | Breitfeld Philip P. | Director | A-Award | A | Option to purchase Common Stock | 15,495 | 5.51 | 85.4K | 15,495 | — | ↗ |
| 2023-11-03 | Brainin Robert Lawrence | Director | A-Award | A | Option to purchase Common Stock | 19,070 | 5.51 | 105.1K | 51,133 | D | ↗ |
| 2023-11-03 | ACKERMAN JOEL | Director | A-Award | A | Option to purchase Common Stock | 35,750 | 5.51 | 197.0K | 35,750 | — | ↗ |
| 2023-10-17 | ACKERMAN JOEL | Director | M-Exempt | A | Common Stock | 114,552 | 2.10 | 240.6K | 856,997 | — | ↗ |
| 2023-10-11 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 5,000 | 6.40 | 32.0K | 163,081 | — | ↗ |
| 2023-10-10 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 1,100 | 6.41 | 7.1K | 158,081 | — | ↗ |
| 2023-10-09 | Davis Brady | Officer | A-Award | A | Option to purchase Common Stock | 135,000 | 6.50 | 877.5K | 135,000 | — | ↗ |
| 2023-10-06 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 1,530 | 6.48 | 9.9K | 156,981 | — | ↗ |
| 2023-10-05 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 2,000 | 6.47 | 12.9K | 155,451 | — | ↗ |
| 2023-10-04 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 5,000 | 6.40 | 32.0K | 153,451 | — | ↗ |
| 2023-10-03 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 2,500 | 6.30 | 15.8K | 148,451 | — | ↗ |
| 2023-09-29 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 4,000 | 6.16 | 24.6K | 173,581 | — | ↗ |
| 2023-09-28 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 5,000 | 6.22 | 31.1K | 169,581 | — | ↗ |
| 2023-09-27 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 1,500 | 5.95 | 8.9K | 164,581 | — | ↗ |
| 2023-09-26 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 5,000 | 5.65 | 28.3K | 145,951 | — | ↗ |
| 2023-09-22 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 3,812 | 5.50 | 21.0K | 140,951 | — | ↗ |
| 2023-09-21 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 5,000 | 5.51 | 27.6K | 137,139 | — | ↗ |
| 2023-09-20 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 4,018 | 5.51 | 22.1K | 132,139 | — | ↗ |
| 2023-09-19 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 5,000 | 5.28 | 26.4K | 128,121 | — | ↗ |
| 2023-03-17 | Morris Ronnie | Director / Officer | P-Purchase | A | Common Stock | 12,382 | 4.04 | 50.0K | 858,878 | — | ↗ |
| 2022-11-01 | TOBIN SCOTT R | Director / 10% Owner | A-Award | A | Option to purchase Common Stock | 21,200 | 7.00 | 148.4K | 21,200 | — | ↗ |
| 2022-11-01 | SIDRANSKY DAVID | Director | A-Award | A | Option to purchase Common Stock | 11,480 | 7.00 | 80.4K | 11,480 | — | ↗ |
| 2022-11-01 | Mendelson Daniel Newman | Director | A-Award | A | Option to purchase Common Stock | 19,430 | 7.00 | 136.0K | 19,430 | — | ↗ |
| 2022-11-01 | Breitfeld Philip P. | Director | A-Award | A | Option to purchase Common Stock | 11,480 | 7.00 | 80.4K | 11,480 | — | ↗ |
| 2022-11-01 | Brainin Robert Lawrence | Director | A-Award | A | Option to purchase Common Stock | 14,130 | 7.00 | 98.9K | 32,063 | D | ↗ |
| 2022-11-01 | ACKERMAN JOEL | Director | A-Award | A | Option to purchase Common Stock | 26,500 | 7.00 | 185.5K | 26,500 | — | ↗ |
| 2022-10-19 | ACKERMAN JOEL | Director | M-Exempt | A | Common Stock | 16,667 | 3.21 | 53.5K | 1,460,595 | — | ↗ |
| 2022-10-12 | TOBIN SCOTT R | Director | M-Exempt | D | Stock Options | 10,000 | 0.00 | — | 0 | — | ↗ |
| 2022-10-12 | SIDRANSKY DAVID | Director | M-Exempt | D | Option to purchase Common Stock | 8,333 | 0.00 | — | 0 | — | ↗ |
| 2022-10-12 | Breitfeld Philip P. | Director | M-Exempt | A | Common Stock | 8,333 | 3.21 | 26.7K | 18,200 | — | ↗ |
| 2021-11-05 | TOBIN SCOTT R | Director / 10% Owner | A-Award | A | Option to purchase Common Stock | 14,851 | 10.10 | 150.0K | 14,851 | — | ↗ |
| 2021-11-05 | SIDRANSKY DAVID | Director | A-Award | A | Option to purchase Common Stock | 8,045 | 10.10 | 81.3K | 8,045 | — | ↗ |
| 2021-11-05 | Mendelson Daniel Newman | Director | A-Award | A | Option to purchase Common Stock | 13,614 | 10.10 | 137.5K | 13,614 | — | ↗ |
| 2021-11-05 | Breitfeld Philip P. | Director | A-Award | A | Option to purchase Common Stock | 8,045 | 10.10 | 81.3K | 8,045 | — | ↗ |
| 2021-11-05 | Brainin Robert Lawrence | Director | A-Award | A | Option to purchase Common Stock | 9,901 | 10.10 | 100.0K | 17,933 | D | ↗ |
| 2021-11-05 | ACKERMAN JOEL | Director | A-Award | A | Option to purchase Common Stock | 18,564 | 10.10 | 187.5K | 18,564 | — | ↗ |
| 2021-10-15 | SIDRANSKY DAVID | Director | M-Exempt | A | Common Stock | 16,667 | 1.59 | 26.5K | 764,901 | — | ↗ |
| 2021-10-12 | TOBIN SCOTT R | Director | M-Exempt | A | Common Stock | 10,000 | 1.59 | 15.9K | 20,000 | — | ↗ |
| 2021-06-09 | Brainin Robert Lawrence | Director | — | — | Option to purchase Common Stock | 8,032 | 9.27 | 74.5K | 0 | D | ↗ |
| 2021-03-23 | Breitfeld Philip P. | Director | M-Exempt | A | Common Stock | 4,167 | 3.65 | 15.2K | 4,167 | — | ↗ |
| 2021-01-19 | Poliakoff Abba David | Director | M-Exempt | D | Option to purchase Common Stock | 10,000 | 5.43 | 54.3K | 0 | — | ↗ |
| 2020-12-16 | Breitfeld Philip P. | Director | S-Sale | D | Common Stock | 31,443 | 11.35 | 357.0K | 0 | — | ↗ |
| 2020-12-08 | TOBIN SCOTT R | Director / 10% Owner | A-Award | A | Option to purchase Common Stock | 10,000 | 11.96 | 119.6K | 10,000 | — | ↗ |
| 2020-12-08 | SIDRANSKY DAVID | Director | A-Award | A | Option to purchase Common Stock | 8,333 | 11.96 | 99.7K | 8,333 | — | ↗ |
| 2020-12-08 | Poliakoff Abba David | Director | A-Award | A | Option to purchase Common Stock | 2,500 | 11.96 | 29.9K | 2,500 | — | ↗ |
| 2020-12-08 | Mendelson Daniel Newman | Director | A-Award | A | Option to purchase Common Stock | 10,000 | 11.96 | 119.6K | 10,000 | — | ↗ |
| 2020-12-08 | Breitfeld Philip P. | Director | A-Award | A | Option to purchase Common Stock | 8,333 | 11.96 | 99.7K | 8,333 | — | ↗ |
| 2020-12-08 | ACKERMAN JOEL | Director | A-Award | A | Option to purchase Common Stock | 16,667 | 11.96 | 199.3K | 16,667 | — | ↗ |
| 2020-10-30 | TOBIN SCOTT R | Director | M-Exempt | D | Stock Options | 10,000 | 5.46 | 54.6K | 0 | — | ↗ |
| 2020-10-16 | SIDRANSKY DAVID | Director | F-InKind | D | Common Stock | 10,100 | 9.01 | 91.0K | 748,234 | — | ↗ |
| 2020-03-26 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 700 | 5.90 | 4.1K | 58,446 | — | ↗ |
| 2020-03-24 | Morris Ronnie | Director / Officer | S-Sale | D | Common Stock | 75 | 5.25 | 393.75 | 837,168 | — | ↗ |
| 2020-03-24 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 26 | 5.50 | 143.00 | 57,526 | — | ↗ |
| 2020-03-20 | Morris Ronnie | Director / Officer | P-Purchase | A | Common Stock | 75 | 4.75 | 356.25 | 837,243 | — | ↗ |
| 2020-03-11 | Morris Ronnie | Director / Officer | M-Exempt | A | Common Stock | 2,708 | 4.80 | 13.0K | 964,108 | — | ↗ |
| 2020-03-11 | Battery Ventures IX, L.P. | 10% Owner | X-InTheMoney | A | Common Stock | 123,333 | 4.80 | 592.0K | 2,135,215 | — | ↗ |
| 2020-03-06 | New Enterprise Associates 14, L.P. | 10% Owner | X-InTheMoney | A | Common Stock | 859,375 | 5.76 | 4.95M | 2,421,875 | — | ↗ |
| 2020-03-03 | ACKERMAN JOEL | Director | M-Exempt | D | Warrant to purchase shares of Common Stock | 124,232 | 5.76 | 715.6K | 0 | — | ↗ |
| 2020-02-18 | Mendelson Daniel Newman | Director | M-Exempt | A | Common Stock | 10,000 | 3.21 | 32.1K | 123,121 | — | ↗ |
| 2020-02-11 | Mendelson Daniel Newman | Director | M-Exempt | D | Warrant to purchase shares of Common Stock | 34,375 | 5.76 | 198.0K | 0 | — | ↗ |
| 2019-12-02 | ACKERMAN JOEL | Director | M-Exempt | A | Common Stock | 1,521 | 2.10 | 3.2K | 1,316,988 | — | ↗ |
| 2019-11-04 | TOBIN SCOTT R | Director / 10% Owner | A-Award | A | Option to purchase Common Stock | 10,000 | 5.43 | 54.3K | 10,000 | — | ↗ |
| 2019-11-04 | SIDRANSKY DAVID | Director | A-Award | A | Option to purchase Common Stock | 8,333 | 5.43 | 45.2K | 8,333 | — | ↗ |
| 2019-11-04 | Poliakoff Abba David | Director | A-Award | A | Option to purchase Common Stock | 10,000 | 5.43 | 54.3K | 10,000 | — | ↗ |
| 2019-11-04 | Mendelson Daniel Newman | Director | A-Award | A | Option to purchase Common Stock | 10,000 | 5.43 | 54.3K | 10,000 | — | ↗ |
| 2019-11-04 | Breitfeld Philip P. | Director | A-Award | A | Option to purchase Common Stock | 8,333 | 5.43 | 45.2K | 8,333 | — | ↗ |
| 2019-11-04 | ACKERMAN JOEL | Director | A-Award | A | Option to purchase Common Stock | 16,667 | 5.43 | 90.5K | 16,667 | — | ↗ |
| 2019-01-18 | Battery Ventures IX, L.P. | 10% Owner | X-InTheMoney | A | Warrant to purchase shares of Common Stock | 58,333 | 4.80 | 280.0K | 0 | — | ↗ |
| 2019-01-16 | Morris Ronnie | Director / Officer | M-Exempt | D | Warrant to purchase shares of Common Stock | 4,167 | 4.80 | 20.0K | 126,940 | — | ↗ |
| 2019-01-08 | Battery Ventures IX, L.P. | 10% Owner | X-InTheMoney | A | Common Stock | 58,333 | 4.80 | 280.0K | 2,011,882 | — | ↗ |
| 2019-01-02 | ACKERMAN JOEL | Director | M-Exempt | A | Warrant to purchase shares of Common Stock | 4,167 | 4.80 | 20.0K | 1,494,956 | — | ↗ |
| 2018-12-19 | Morris Ronnie | Director / Officer | P-Purchase | A | Common Stock | 20,000 | 7.44 | 148.8K | 833,001 | — | ↗ |
| 2018-11-06 | Mendelson Daniel Newman | Director | S-Sale | D | Common Stock | 5,000 | 13.75 | 68.8K | 57,500 | — | ↗ |
| 2018-11-01 | TOBIN SCOTT R | Director | A-Award | A | Option to purchase Common Stock | 10,000 | 12.73 | 127.3K | 10,000 | — | ↗ |
| 2018-11-01 | SIDRANSKY DAVID | Director | A-Award | A | Option to purchase Common Stock | 8,333 | 12.73 | 106.1K | 8,333 | — | ↗ |
| 2018-11-01 | Poliakoff Abba David | Director | A-Award | A | Option to purchase Common Stock | 10,000 | 12.73 | 127.3K | 10,000 | — | ↗ |
| 2018-11-01 | Mendelson Daniel Newman | Director | A-Award | A | Option to purchase Common Stock | 10,000 | 12.73 | 127.3K | 10,000 | — | ↗ |
| 2018-11-01 | Breitfeld Philip P. | Director | A-Award | A | Option to purchase Common Stock | 8,333 | 12.73 | 106.1K | 8,333 | — | ↗ |
| 2018-11-01 | ACKERMAN JOEL | Director | A-Award | A | Option to purchase Common Stock | 16,667 | 12.73 | 212.2K | 16,667 | — | ↗ |
| 2018-10-12 | ACKERMAN JOEL | Director | F-InKind | D | Common Stock | 12,021 | 17.47 | 210.0K | 1,109,710 | — | ↗ |
| 2018-10-11 | Morris Ronnie | Director / Officer | G-Gift | D | Common Stock | 303,581 | 12.34 | 3.75M | 813,001 | — | ↗ |
| 2018-10-01 | ACKERMAN JOEL | Director | S-Sale | D | Common Stock | 22,535 | 17.02 | 383.5K | 1,021,731 | — | ↗ |
| 2018-09-20 | Mendelson Daniel Newman | Director | S-Sale | D | Common Stock | 8,333 | 13.02 | 108.5K | 62,500 | — | ↗ |
| 2018-03-27 | Morris Ronnie | Director / Officer | P-Purchase | A | Common Stock | 2,300 | 3.62 | 8.3K | 1,116,582 | — | ↗ |
| 2018-03-26 | Morris Ronnie | Director / Officer | P-Purchase | A | Common Stock | 2,235 | 3.57 | 8.0K | 1,114,282 | — | ↗ |
| 2018-03-23 | Morris Ronnie | Director / Officer | P-Purchase | A | Common Stock | 440 | 3.50 | 1.5K | 1,111,847 | — | ↗ |
| 2018-03-22 | Morris Ronnie | Director / Officer | P-Purchase | A | Common Stock | 200 | 3.48 | 696.50 | 1,112,047 | — | ↗ |
| 2017-11-08 | TOBIN SCOTT R | Director | A-Award | A | Option to purchase Common Stock | 10,000 | 3.21 | 32.1K | 10,000 | — | ↗ |
| 2017-11-08 | Poliakoff Abba David | Director | A-Award | A | Option to purchase Common Stock | 10,000 | 3.21 | 32.1K | 10,000 | — | ↗ |
| 2017-11-08 | Breitfeld Philip P. | Director | A-Award | A | Option to purchase Common Stock | 8,333 | 3.21 | 26.7K | 8,333 | — | ↗ |
| 2017-11-08 | ACKERMAN JOEL | Director | A-Award | A | Option to purchase Common Stock | 16,667 | 3.21 | 53.5K | 16,667 | — | ↗ |
| 2017-01-03 | Breitfeld Philip P. | Director | A-Award | A | Option to purchase Common Stock | 45,000 | 1.59 | 71.6K | 45,000 | — | ↗ |
| 2016-11-01 | TOBIN SCOTT R | Director | A-Award | A | Common Stock | 10,000 | 1.59 | 15.9K | 10,000 | — | ↗ |
| 2016-11-01 | SIDRANSKY DAVID | Director | A-Award | A | Stock Options | 16,667 | 1.59 | 26.5K | 16,667 | — | ↗ |
| 2016-11-01 | Poliakoff Abba David | Director | A-Award | A | Stock Options | 10,000 | 1.59 | 15.9K | 10,000 | — | ↗ |
| 2016-11-01 | Mendelson Daniel Newman | Director | A-Award | A | Stock Options | 10,000 | 1.59 | 15.9K | 10,000 | — | ↗ |
| 2016-11-01 | Breitfeld Philip P. | Director | A-Award | A | Option to purchase Common Stock | 8,333 | 1.59 | 13.2K | 8,333 | — | ↗ |
| 2016-10-28 | Morris Ronnie | Director / Officer | A-Award | A | Option to purchase Common Stock | 279,177 | 1.60 | 446.7K | 279,177 | — | ↗ |
| 2016-10-28 | ACKERMAN JOEL | Director / Officer | A-Award | A | Option to purchase Common Stock | 279,177 | 1.60 | 446.7K | 279,177 | — | ↗ |
| 2016-10-21 | Morris Ronnie | Director / Officer | P-Purchase | A | Common Stock | 10,000 | 1.64 | 16.4K | 1,091,347 | — | ↗ |
| 2016-10-19 | Morris Ronnie | Director / Officer | P-Purchase | A | Common Stock | 10,000 | 1.70 | 17.0K | 1,081,347 | — | ↗ |
| 2016-10-18 | ACKERMAN JOEL | Director / Officer | P-Purchase | A | Common Stock | 418 | 1.70 | 710.60 | 1,044,266 | — | ↗ |
| 2016-10-14 | Morris Ronnie | Director / Officer | P-Purchase | A | Common Stock | 305 | 1.66 | 506.30 | 1,061,347 | — | ↗ |
| 2016-10-14 | ACKERMAN JOEL | Director / Officer | P-Purchase | A | Common Stock | 1,000 | 1.66 | 1.7K | 1,041,966 | — | ↗ |
| 2016-10-13 | Morris Ronnie | Director / Officer | P-Purchase | A | Common Stock | 9,695 | 1.66 | 16.1K | 1,061,042 | — | ↗ |
| 2016-10-13 | ACKERMAN JOEL | Director / Officer | P-Purchase | A | Common Stock | 1,000 | 1.68 | 1.7K | 1,039,966 | — | ↗ |
| 2016-10-10 | Morris Ronnie | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 1.66 | 8.3K | 1,031,347 | — | ↗ |
| 2016-10-07 | ACKERMAN JOEL | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 1.64 | 8.2K | 1,034,966 | — | ↗ |
| 2016-10-06 | ACKERMAN JOEL | Director / Officer | P-Purchase | A | Common Stock | 1,500 | 1.61 | 2.4K | 1,029,966 | — | ↗ |
| 2016-09-23 | ACKERMAN JOEL | Director / Officer | P-Purchase | A | Common Stock | 33 | 1.65 | 54.45 | 1,026,764 | — | ↗ |
| 2016-09-21 | ACKERMAN JOEL | Director / Officer | P-Purchase | A | Common Stock | 1,000 | 1.73 | 1.7K | 1,026,731 | — | ↗ |
| 2016-09-20 | Morris Ronnie | Director / Officer | P-Purchase | A | Common Stock | 3,000 | 1.58 | 4.7K | 1,021,810 | — | ↗ |
| 2016-09-20 | ACKERMAN JOEL | Director / Officer | P-Purchase | A | Common Stock | 1,000 | 1.64 | 1.6K | 1,023,731 | — | ↗ |
| 2016-07-21 | Morris Ronnie | Director / Officer | M-Exempt | A | Common Stock | 94,564 | 4.55 | 430.3K | 3,737,564 | — | ↗ |
| 2016-07-21 | MILLER DAVID BARRY | Officer | A-Award | A | Option to purchase Common Stock | 11,251 | 2.10 | 23.6K | 11,251 | — | ↗ |
| 2016-07-21 | ACKERMAN JOEL | Director / Officer | D-Return | D | Option to purchase Common Stock | 96,283 | 4.92 | 473.7K | 0 | — | ↗ |
| 2016-04-11 | Breitfeld Philip P. | Director | — | D | Option to purchase Common Stock | 4,167 | 3.65 | 15.2K | 0 | — | ↗ |
| 2015-11-19 | Morris Ronnie | Director / Officer | A-Award | A | Option to purchase Common Stock | 94,564 | 4.55 | 430.3K | 94,564 | — | ↗ |
| 2015-11-19 | ACKERMAN JOEL | Director / Officer | A-Award | A | Option to purchase Common Stock | 100,765 | 4.55 | 458.5K | 100,765 | — | ↗ |
| 2015-11-02 | TOBIN SCOTT R | Director | A-Award | A | Stock Options | 10,000 | 5.46 | 54.6K | 10,000 | — | ↗ |
| 2015-11-02 | SIDRANSKY DAVID | Director | A-Award | A | Stock Options | 16,667 | 5.46 | 91.0K | 16,667 | — | ↗ |
| 2015-11-02 | Poliakoff Abba David | Director | A-Award | A | Stock Options | 10,000 | 5.46 | 54.6K | 10,000 | — | ↗ |
| 2015-11-02 | Mendelson Daniel Newman | Director | A-Award | A | Stock Options | 10,000 | 5.46 | 54.6K | 10,000 | — | ↗ |
| 2015-03-16 | Morris Ronnie | Director / Officer | A-Award | A | Option to purchase Common Stock | 2,190,959 | 0.41 | 898.3K | 2,190,959 | — | ↗ |
| 2015-03-16 | MILLER DAVID BARRY | Officer | A-Award | A | Option to purchase Common Stock | 73,852 | 0.41 | 30.3K | 73,852 | — | ↗ |
| 2015-03-16 | ACKERMAN JOEL | Director / Officer | A-Award | A | Option to purchase Common Stock | 193,210 | 0.41 | 79.2K | 193,210 | — | ↗ |
| 2015-03-11 | Weller Harry R | 10% Owner | — | I | Warrant to purchase shares of Common Stock | 10,312,500 | 0.48 | 4.95M | 0 | — | ↗ |
| 2015-03-11 | Viswanathan Ravi | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 18,750,000 | — | ↗ |
| 2015-03-11 | Sonsini Peter W. | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 18,750,000 | — | ↗ |
| 2015-03-11 | SANDELL SCOTT D | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 18,750,000 | — | ↗ |
| 2015-03-11 | New Enterprise Associates 14, L.P. | 10% Owner | — | D | Warrant to purchase shares of Common Stock | 10,312,500 | 0.48 | 4.95M | 0 | — | ↗ |
| 2015-03-11 | Morris Ronnie | Director / Officer | A-Award | A | Warrant to purchase shares of Common Stock | 1,490,789 | 0.48 | 715.6K | 1,490,789 | — | ↗ |
| 2015-03-11 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 750,000 | 0.00 | — | 750,000 | — | ↗ |
| 2015-03-11 | MOTT DAVID M | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 18,750,000 | — | ↗ |
| 2015-03-11 | KOLLURI KRISHNA KITTU | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 18,750,000 | — | ↗ |
| 2015-03-11 | KERINS PATRICK J | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 18,750,000 | — | ↗ |
| 2015-03-11 | Florence Anthony A. Jr. | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 18,750,000 | — | ↗ |
| 2015-03-11 | DRANT RYAN D | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 18,750,000 | — | ↗ |
| 2015-03-11 | Battery Ventures IX, L.P. | 10% Owner | P-Purchase | A | Common Stock | 6,250,000 | 0.40 | 2.50M | 22,281,040 | — | ↗ |
| 2015-03-11 | BROWN MICHAEL MAURICE | 10% Owner | J-Other | A | Common Stock | 1,161,549 | 0.00 | — | 23,442,589 | — | ↗ |
| 2015-03-11 | BASKETT FOREST | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 18,750,000 | — | ↗ |
| 2015-03-11 | BARRIS PETER J | 10% Owner | — | I | Warrant to purchase shares of Common Stock | 10,312,500 | 0.48 | 4.95M | 0 | — | ↗ |
| 2015-03-11 | BARRETT M JAMES | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 18,750,000 | — | ↗ |
| 2015-03-11 | ACKERMAN JOEL | Director / Officer | J-Other | A | Common Stock | 70,826 | 0.00 | — | 3,643,000 | — | ↗ |
| 2014-12-01 | Morris Ronnie | Director / Officer | A-Award | A | Convertible Promissory Note | 0 | 0.00 | — | 0 | — | ↗ |
| 2014-12-01 | ACKERMAN JOEL | Director / Officer | A-Award | A | Convertible Promissory Note | 0 | 0.00 | — | 0 | — | ↗ |
| 2014-10-13 | TOBIN SCOTT R | Director | A-Award | A | Stock Options | 100,000 | 0.60 | 60.0K | 220,000 | — | ↗ |
| 2014-10-13 | SIDRANSKY DAVID | Director | A-Award | A | Stock Options | 200,000 | 0.60 | 120.0K | 200,000 | — | ↗ |
| 2014-10-13 | Poliakoff Abba David | Director | A-Award | A | Stock Options | 120,000 | 0.60 | 72.0K | 120,000 | — | ↗ |
| 2014-10-13 | Mendelson Daniel Newman | Director | A-Award | A | Stock Options | 120,000 | 0.60 | 72.0K | 120,000 | — | ↗ |
| 2014-10-13 | Epker Arthur G III | Director | A-Award | A | Stock Options | 100,000 | 0.60 | 60.0K | 100,000 | — | ↗ |
| 2014-03-20 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 97,500 | 1.08 | 105.3K | 100,000 | — | ↗ |
| 2014-03-19 | Morris Ronnie | Director / Officer | P-Purchase | A | Common Stock | 10,000 | 1.09 | 10.9K | 961,648 | — | ↗ |
| 2014-03-19 | Mendelson Daniel Newman | Director | P-Purchase | A | Common Stock | 2,500 | 1.05 | 2.6K | 2,500 | — | ↗ |
| 2013-12-12 | TOBIN SCOTT R | Director / 10% Owner | A-Award | A | Stock Options | 120,000 | 1.26 | 151.2K | 120,000 | — | ↗ |
| 2013-12-12 | SIDRANSKY DAVID | Director / 10% Owner | A-Award | A | Stock Options | 200,000 | 1.26 | 252.0K | 200,000 | — | ↗ |
| 2013-12-12 | Poliakoff Abba David | Director | A-Award | A | Stock Options | 120,000 | 1.26 | 151.2K | 120,000 | — | ↗ |
| 2013-12-12 | Mendelson Daniel Newman | Director | A-Award | A | Stock Options | 100,000 | 1.26 | 126.0K | 100,000 | — | ↗ |
| 2013-12-12 | Epker Arthur G III | Director / 10% Owner | A-Award | A | Stock Options | 100,000 | 1.26 | 126.0K | 100,000 | — | ↗ |
| 2013-11-05 | Morris Ronnie | Director / Officer | A-Award | A | Common Stock | 1,500,000 | 1.25 | 1.88M | 1,500,000 | — | ↗ |
| 2013-11-05 | ACKERMAN JOEL | Director / Officer | A-Award | A | Stock Options | 215,000 | 1.25 | 268.8K | 215,000 | — | ↗ |
| 2013-06-03 | MILLER DAVID BARRY | Officer | — | D | Option to purchase common stock | 75,000 | 0.47 | 35.3K | 0 | — | ↗ |
| 2013-03-01 | Mendelson Daniel Newman | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2013-03-01 | Epker Arthur G III | Director / 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 10,000,000 | — | ↗ |
| 2013-01-28 | PAR INVESTMENT PARTNERS LP | 10% Owner | — | D | Common Stock | 0 | 0.00 | — | 10,000,000 | — | ↗ |
| 2013-01-28 | Morris Ronnie | Director / Officer | J-Other | A | Common Stock | 28,315 | 0.00 | — | 861,648 | — | ↗ |
| 2013-01-28 | Epker Arthur G III | Director / 10% Owner | — | I | Warrant to purchase common stock | 1,000,000 | 0.66 | 660.0K | 0 | — | ↗ |
| 2013-01-28 | Battery Ventures IX, L.P. | 10% Owner | J-Other | A | Common Stock | 464,373 | 0.00 | — | 16,031,040 | — | ↗ |
| 2013-01-28 | BROWN MICHAEL MAURICE | 10% Owner | P-Purchase | A | Common Stock | 7,000,000 | 0.50 | 3.50M | 15,566,667 | — | ↗ |
| 2013-01-28 | ACKERMAN JOEL | Director / Officer | A-Award | A | Warrant to purchase shares of Common Stock | 50,000 | 0.66 | 33.0K | 50,000 | — | ↗ |
| 2013-01-01 | Poliakoff Abba David | Director | A-Award | A | Common Stock Purchase Options | 50,000 | 0.30 | 15.0K | 50,000 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Ronnie Morris Chief Executive Officer | 400.0K | 200.0K | — | — | — | — | 600.0K | 0.00% | ↗ |
| 2 | 2025 | David Miller Chief Financial Officer | 278.3K | 30.0K | — | 7.4K | — | — | 315.8K | 2.36% | ↗ |
| 3 | 2025 | Brady Davis President | 177.1K | — | — | — | — | — | 177.1K | 0.00% | ↗ |
| 4 | 2024 | Brady Davis President | 425.0K | 75.0K | — | 846.2K | — | — | 1.35M | 62.86% | ↗ |
| 5 | 2024 | Ronnie Morris Chief Executive Officer | 400.0K | — | — | — | — | — | 400.0K | 0.00% | ↗ |
| 6 | 2024 | David Miller Chief Financial Officer | 260.0K | — | — | — | — | — | 260.0K | 0.00% | ↗ |
| 7 | 2023 | Ronnie Morris Chief Executive Officer | 400.0K | 200.0K | — | — | — | — | 600.0K | 0.00% | ↗ |
| 8 | 2023 | David Miller Chief Financial Officer | 260.0K | 25.0K | — | 9.3K | — | — | 294.3K | 3.16% | ↗ |
| 9 | 2022 | Ronnie Morris Chief Executive Officer | 400.0K | 400.0K | — | — | — | — | 800.0K | 0.00% | ↗ |
| 10 | 2022 | David Miller Chief Financial Officer | 260.0K | 35.0K | — | 26.5K | — | — | 321.5K | 8.25% | ↗ |
| 11 | 2021 | Ronnie Morris Chief Executive Officer | 375.0K | 400.0K | — | — | — | — | 775.0K | 0.00% | ↗ |
| 12 | 2021 | David Miller Chief Financial Officer | 250.0K | 35.0K | — | 26.7K | — | — | 311.7K | 8.56% | ↗ |
| 13 | 2020 | Ronnie Morris Chief Executive Officer | 393.7K | 950.0K | — | — | — | — | 1.34M | 0.00% | ↗ |
| 14 | 2020 | David Miller Chief Financial Officer | 250.0K | 40.0K | — | 82.9K | — | — | 372.9K | 22.23% | ↗ |
| 15 | 2019 | David Miller Chief Financial Officer | 250.0K | 25.0K | — | — | — | — | 275.0K | 0.00% | ↗ |
| 16 | 2019 | Ronnie Morris Chief Executive Officer | 146.3K | — | — | — | — | — | 146.3K | 0.00% | ↗ |
| 17 | 2018 | David Miller Chief Financial Officer | 230.0K | 26.0K | — | 32.7K | — | — | 288.7K | 11.32% | ↗ |
| 18 | 2018 | Ronnie Morris Chief Executive Officer | — | — | — | 243.5K | — | — | 243.5K | 100.00% | ↗ |
| 19 | 2017 | Joel Ackerman Former Chief Executive Officer | — | — | — | 325.0K | — | — | 325.0K | 100.00% | ↗ |
| 20 | 2017 | Ronnie Morris Chief Executive Officer | — | — | — | 305.0K | — | — | 305.0K | 100.00% | ↗ |
| 21 | 2017 | David Miller Chief Financial Officer | 215.0K | 15.0K | — | 18.4K | — | — | 248.4K | 7.40% | ↗ |
| 22 | 2017 | David Miller VP, Finance | 215.0K | 15.0K | — | 18.4K | — | — | 248.4K | 7.40% | ↗ |
| 23 | 2016 | Joel Ackerman Former Chief Executive Officer | 11.6K | — | — | 325.0K | — | — | 336.6K | 96.55% | ↗ |
| 24 | 2016 | Joel Ackerman Chief Executive Officer | 11.6K | — | — | 325.0K | — | — | 336.6K | 96.55% | ↗ |
| 25 | 2016 | Ronnie Morris President | 15.1K | — | — | 305.0K | — | — | 320.1K | 95.29% | ↗ |
| 26 | 2016 | Ronnie Morris Chief Executive Officer | 15.1K | — | — | 305.0K | — | — | 320.1K | 95.29% | ↗ |
| 27 | 2016 | David Miller VP, Finance | 215.0K | 6.9K | — | 37.8K | — | — | 259.7K | 14.56% | ↗ |
| 28 | 2015 | Joel Ackerman Chief Executive Officer | 79.9K | — | — | 325.0K | — | — | 404.9K | 80.28% | ↗ |
| 29 | 2015 | Ronnie Morris President | 65.4K | — | — | 305.0K | — | — | 370.4K | 82.35% | ↗ |
| 30 | 2015 | James J. McGorry Executive Vice President and General Manager, Translational Oncology Solutions | 275.0K | 36.7K | — | 12.3K | — | — | 324.0K | 3.81% | ↗ |
| 31 | 2015 | David Miller VP, Finance | 183.6K | 27.4K | — | 61.7K | — | — | 272.7K | 22.64% | ↗ |
| 32 | 2014 | Joel Ackerman Chief Executive Officer | 53.2K | — | — | 3.13M | — | — | 3.18M | 98.33% | ↗ |
| 33 | 2014 | Ronnie Morris President | 43.5K | — | — | 3.13M | — | — | 3.17M | 98.63% | ↗ |
| 34 | 2014 | James J. McGorry Executive Vice President and General Manager, Translational Oncology Solutions | 181.3K | — | — | 1.06M | — | — | 1.24M | 85.42% | ↗ |
| 35 | 2013 | Gary G. Gemignani Executive Vice President and Chief Financial Officer | 240.0K | 25.0K | — | — | — | — | 265.0K | 0.00% | ↗ |
| 36 | 2013 | Ronnie Morris President | 12.0K | — | — | — | — | — | 12.0K | 0.00% | ↗ |
| 37 | 2012 | Gary G. Gemignani Executive Vice President and Chief Financial Officer | 120.0K | — | — | 377.0K | — | — | 497.0K | 75.86% | ↗ |
| 38 | 2012 | Ronnie Morris President | 13.0K | — | — | — | — | 716.00 | 13.7K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Ronnie Morris | Executive Chair | 600.0K | — |
| David Barry Miller | Chief Financial Officer | 308.3K | male |
| Robert Brainin | Chief Executive Officer & Director | 20.0K | male |
| Maria Mancini | Chief Operating Officer | — | — |
| Marianna Zipeto | Executive Vice President of Growth, Strategy & Enablement | — | — |
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Community Opinion for CSBR
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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