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DocGo Inc. (DCGO)

USD0.68 +0.04 (+5.44%)
US NASDAQ Healthcare Medical - Care Facilities
Address 35 West 35th Street 10001
New York City, NY, US
CEO Lee Bienstock
Website docgo.com
IPO 2020-12-17
CIK 1822359 ISIN US2560861096

Explore sections of this company profile

Also trades on NASDAQ Capital Market · DCGO (USD) NASDAQ Global Market · DCGOW (USD) NASDAQ Global Select · MOTNU (USD)
Description

DocGo Inc. is a company dedicated to providing mobile healthcare solutions and medical transportation for a wide array of healthcare organizations in both the United States and the United Kingdom. Their transportation portfolio includes critical emergency response, alongside routine non-emergency transfers facilitated by ambulance and specialized wheelchair-accessible vehicles. Additionally, DocGo offers a range of mobile health services, delivered directly to patients' homes and offices through its advanced digital platform. These services further extend to include COVID-19 diagnostic testing and comprehensive on-site healthcare support for various events, such as large sporting competitions and concerts. The company was founded in 2015 and is headquartered in New York, New York.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD0.68 +0.04 (+5.44%)
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Volume Profile
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Liquidity & share structure
Average Volume
969.3K
Beta
1.00
Float Shares
96.10M
Free Float %
97.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.51% -5.06% +14.47% -16.20% -45.41% -32.22% -58.97% -93.09% -94.00% -94.22% -94.22%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (8 ratings, all time) Buy
Price Targets & DCF
Current price
0.68
Low 1.50 +120.6%
Consensus 5.84 +758.9%
Median 5.43 +697.9%
High 11.00 +1,517.9%
DCF (Levered) 1.85 +172.7%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 50% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 2 0
Hold 3 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
1.50
+120.6%
All Time 6
6.56
+864.8%
Quality scores
Altman Z-Score
-0.85
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
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 Medical - Care Facilities: +10.2%
    -47.7% Q1'26: +78,671,232.5% (vs Q1'25)
  • EPS growth Medical - Care Facilities: +19.2%
    -1,122.2% Q1'26: -62.0% (vs Q1'25)
  • FCF margin FCF growth · Medical - Care Facilities: +32.0%
    -2.8% Q1'26: -6.7% (vs Q1'25)
  • EBIT margin Medical - Care Facilities: +11.3%
    -27.7% Q1'26: +0.0% (vs Q1'25)
  • ROIC Medical - Care Facilities: +6.8%
    -85.7% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Medical - Care Facilities: +0.0%
    -9.5% Q1'26: -2.8% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Care Facilities: 0.99×
    -0.40× Q1'26: -0.21× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.02) × ERP
WACC = 67% × Ke + 33% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 0.68
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
4 Rev. Ana.
2 EPS Ana.
Dec 2027
3 Rev. Ana.
2 EPS Ana.
Revenue
318.72M
est: 294.35M (+8.3%)
440.52M
est: 435.55M (+1.1%)
624.29M
est: 742.84M (-16.0%)
616.56M
est: 625.14M (-1.4%)
322.20M
est: 317.55M (+1.5%)
303.23M
302.41M – 304.04M
-4.5% YoY
325.24M
320.35M – 330.14M
+7.3% YoY
EBITDA
28.07M
est: 11.05M (+154.1%)
32.40M
est: 16.35M (+98.2%)
31.49M
est: 8.59M (+266.4%)
45.56M
est: 7.23M (+530.0%)
-73.50M
est: 3.67M (-2,100.6%)
3.51M
3.50M – 3.52M
-4.5% YoY
3.76M
3.71M – 3.82M
+7.3% YoY
EBIT
20.56M
est: 1.73M (+1,085.1%)
21.83M
est: 2.57M (+750.5%)
15.05M
est: -13.43M (+212.1%)
29.68M
est: -11.30M (+362.6%)
-89.16M
est: -5.74M (-1,452.8%)
-5.48M
-5.50M – -5.47M
+4.5% YoY
-5.88M
-5.97M – -5.79M
-7.3% YoY
Net Income
23.74M
est: 3.72M (+538.2%)
34.58M
est: 32.01M (+8.1%)
6.86M
est: 28.81M (-76.2%)
19.99M
est: 24.59M (-18.7%)
-182.40M
est: -66.38M (-174.8%)
-32.70M
-199.54M – 126.02M
+50.7% YoY
-20.23M
-35.02M – -1.03M
+38.2% YoY
SGA
83.56M
est: 85.18M (-1.9%)
116.94M
est: 126.04M (-7.2%)
153.04M
est: 225.91M (-32.3%)
157.41M
est: 190.12M (-17.2%)
158.69M
est: 96.57M (+64.3%)
92.22M
91.97M – 92.47M
-4.5% YoY
98.91M
97.42M – 100.40M
+7.3% YoY
EPS
0.30
est: 0.03 (+782.4%)
0.34
est: 0.29 (+16.3%)
0.07
est: 0.29 (-77.2%)
0.20
est: 0.25 (-21.1%)
-1.84
est: -0.67 (-174.6%)
-0.32
-2.01 – 1.27
+52.5% YoY
-0.18
-0.35 – -0.01
+44.4% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-05-08 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-05-07 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-05-06 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-05-05 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-05-04 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-05-01 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-30 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-29 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-28 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-27 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-24 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-23 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-04-22 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-04-21 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-04-20 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-04-17 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-04-16 C+ 2/5 3/5 1/5 1/5 1/5 1/5 5/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
2.00T
OE per share TTM
20,250.41
Owner's Yield
3,420,675.43%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
9.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
26
Total invested
3.81M
Insider transactions (90d)
0
Beneficial owners (>5%)
34
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Stanley Vashovsky 13.16M 13.20% 13.16M 13.16M IN Delaware 2021-11-15
2 Deerfield Management Company, L.P. 6.01M 5.80% 6.01M PN Delaware 2023-10-18
3 Deerfield Mgmt, L.P. 6.01M 5.80% 6.01M PN Delaware 2023-10-18
4 Deerfield Partners, L.P. 6.01M 5.80% 6.01M PN Delaware 2023-10-18
5 James E. Flynn 6.01M 5.80% 6.01M IN United States 2023-10-18
6 (1) BlackRock, Inc. 5.67M 5.50% 5.58M 5.67M HC Delaware 2023-02-03
7 Hood River Capital Management LLC 46-1294859 5.57M 5.42% 5.57M IA Delaware 2023-01-25
8 Garo Sarkissian 2.88M 20.00% 2.88M 2.88M IN 2021-08-26
9 James Travers 2.88M 20.00% 2.88M 2.88M HC, IN 2021-08-26
10 Michael Burdiek 2.88M 20.00% 2.88M 2.88M HC, IN 2021-08-26
11 Motion Acquisition, LLC 2.88M 20.00% 2.88M 2.88M OO 2021-08-26
12 Richard Vitelle 2.88M 20.00% 2.88M 2.88M HC, IN 2021-08-26
13 MOORE CAPITAL MANAGEMENT, LP 1.15M 1.20% 1.15M 1.15M IA, PN DELAWARE 2021-11-15
14 Notes). 1.13M 9.82% 1.13M 1.9K IA USA 2021-03-29
15 2. 794.4K 6.90% 794.4K 794.4K PN Bermuda 2021-05-21
16 ANDREW M. WEISS, PH.D. 0.00% HC USA 2022-02-04
17 Adage Capital Advisors, L.L.C. 0.00% OO Delaware 2022-02-10
18 Adage Capital Partners GP, L.L.C. 0.00% OO Delaware 2022-02-10
19 Adage Capital Partners, L.P. 0.00% PN Delaware 2022-02-10
20 BIP GP LLC 0.00% OO DELAWARE 2022-02-04
21 Christopher Hinkel 0.00% HC, IN United States of America 2022-02-14
22 LINDEN CAPITAL L.P. 0.00% PN Delaware 2022-02-02
23 LLC 0.00% HC Delaware 2022-02-02
24 LP 0.00% IA, PN Delaware 2022-02-02
25 Phillip Gross 0.00% IN United States 2022-02-10
26 RGC Management Company, LLC 0.00% HC, OO Delaware 2022-02-14
27 Radcliffe Capital Management, L.P. 0.00% IA, PN Delaware 2022-02-14
28 Radcliffe SPAC GP, LLC 0.00% HC, OO Delaware 2022-02-14
29 Radcliffe SPAC Master Fund, L.P. 0.00% PN, OO Cayman Islands 2022-02-14
30 Robert Atchinson 0.00% IN United States 2022-02-10
31 Steven B. Katznelson 0.00% HC, IN Canada, United States of America and the United Kingdom 2022-02-14
32 WAM GP LLC 0.00% HC DELAWARE 2022-02-04
33 WEISS ASSET MANAGEMENT LP 0.00% IA DELAWARE 2022-02-04
34 WONG 0.00% HC, IN Delaware 2022-02-02

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
26
-87 vs prev Q
New positions
8
Closed positions
93
Increased
14
Reduced
4
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 6.43M +83.6K (+1.3%) 5.64M -3.0M (-34.6%) 6.42% +0.004 pp 0.00% 0.000 pp USD3.29 -73.3% 6 qtrs
2 VANGUARD GROUP INC 5.09M +13.1K (+0.3%) 4.47M -2.4M (-35.3%) 5.08% -0.051 pp 0.00% +0.000 pp USD7.08 -87.6% 17 qtrs
3 P.A.W. CAPITAL CORP 3.00M -200.0K (-6.3%) 2.63M -1.7M (-39.5%) 2.99% -0.240 pp 5.72% -1.790 pp USD3.75 -76.5% 13 qtrs
4 KNOTT DAVID M JR 2.67M -400.0K (-13.0%) 2.34M -1.8M (-43.9%) 2.67% -0.438 pp 1.09% -0.599 pp USD6.26 -85.9% 17 qtrs
5 GEODE CAPITAL MANAGEMENT, LLC 2.26M +73.9K (+3.4%) 1.98M -989.4K (-33.3%) 2.26% +0.046 pp 0.00% 0.000 pp USD6.76 -87.0% 17 qtrs
6 S SQUARED TECHNOLOGY, LLC 2.06M -370.5K (-15.3%) 1.80M -1.5M (-45.3%) 2.05% -0.400 pp 0.70% -0.556 pp USD3.88 -77.3% 12 qtrs
7 STATE STREET CORP 1.97M +39.1K (+2.0%) 1.73M -896.5K (-34.1%) 1.97% +0.015 pp 0.00% +0.000 pp USD7.01 -87.4% 17 qtrs
8 MOORE CAPITAL MANAGEMENT, LP 1.47M +— (+0.0%) 1.29M -706.4K (-35.5%) 1.46% -0.018 pp 0.02% -0.009 pp USD6.70 -86.9% 17 qtrs
9 ACADIAN ASSET MANAGEMENT LLC 1.41M +590.3K (+72.2%) 1.23M +121.0K (+11.0%) 1.41% +0.579 pp 0.00% +0.000 pp USD1.34 -34.3% 4 qtrs
10 ISTHMUS PARTNERS, LLC 888.8K +107.6K (+13.8%) 780.2K +779.2K (+73,298.7%) 0.89% +0.098 pp 0.09% +0.086 pp USD3.92 -77.6% 11 qtrs
11 GOLDMAN SACHS GROUP INC 805.4K +541.7K (+205.4%) 707.0K +348.3K (+97.1%) 0.80% +0.537 pp 0.00% +0.000 pp USD1.54 -42.9% 16 qtrs
12 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 768.5K +1.6K (+0.2%) 674.6K -368.4K (-35.3%) 0.77% -0.008 pp 0.00% 0.000 pp USD7.07 -87.6% 17 qtrs
13 NORTHERN TRUST CORP 691.1K -66.6K (-8.8%) 606.6K -423.7K (-41.1%) 0.69% -0.076 pp 0.00% 0.000 pp USD5.98 -85.3% 17 qtrs
14 MORGAN STANLEY 614.4K -346.6K (-36.1%) 539.3K -767.7K (-58.7%) 0.61% -0.358 pp 0.00% +0.000 pp USD2.26 -61.1% 17 qtrs
15 DIMENSIONAL FUND ADVISORS LP 598.7K -291.0K (-32.7%) 525.5K -684.5K (-56.6%) 0.60% -0.302 pp 0.00% 0.000 pp USD2.67 -67.0% 6 qtrs
16 RENAISSANCE TECHNOLOGIES LLC 565.5K +253.4K (+81.2%) 496.4K +71.9K (+16.9%) 0.56% +0.249 pp 0.00% +0.000 pp USD2.46 -64.2% 14 qtrs
17 FRANKLIN RESOURCES INC 564.0K +16.6K (+3.0%) 495.1K -249.3K (-33.5%) 0.56% +0.010 pp 0.00% 0.000 pp USD3.95 -77.7% 13 qtrs
18 BRIDGEWAY CAPITAL MANAGEMENT, LLC 539.3K +168.6K (+45.5%) 473.4K -30.7K (-6.1%) 0.54% +0.164 pp 0.01% -0.001 pp USD1.94 -54.6% 4 qtrs
19 JACOBS LEVY EQUITY MANAGEMENT, INC 421.5K +421.5K (+100.0%) 370.0K +370.0K (+100.0%) 0.42% +0.421 pp 0.00% +0.001 pp USD0.88 +0.0% 1 qtrs NEW
20 BROWN ADVISORY INC 358.5K +— (+0.0%) 314.7K -172.9K (-35.5%) 0.36% -0.005 pp 0.00% 0.000 pp USD7.72 -88.6% 15 qtrs
21 D. E. SHAW & CO., INC. 352.7K +291.7K (+477.5%) 309.6K +226.6K (+272.8%) 0.35% +0.290 pp 0.00% +0.000 pp USD0.96 -8.3% 2 qtrs
22 GSA CAPITAL PARTNERS LLP 341.3K +23.5K (+7.4%) 300.0K -132.0K (-30.6%) 0.34% +0.020 pp 0.03% -0.010 pp USD1.47 -40.1% 3 qtrs
23 FORTHRIGHT WEALTH MANAGEMENT, LLC 269.9K +— (+0.0%) 236.9K -130.1K (-35.5%) 0.27% -0.003 pp 0.07% -0.039 pp USD7.78 -88.7% 14 qtrs
24 JPMORGAN CHASE & CO 245.3K -312.3K (-56.0%) 215.4K -543.0K (-71.6%) 0.24% -0.319 pp 0.00% +0.000 pp USD2.77 -68.2% 17 qtrs
25 CREDIT AGRICOLE S A 240.0K +240.0K (+100.0%) 210.7K +210.7K (+100.0%) 0.24% +0.240 pp 0.00% +0.001 pp USD0.88 +0.0% 1 qtrs NEW
26 BANK OF NEW YORK MELLON CORP 225.8K -99.3K (-30.5%) 198.2K -244.0K (-55.2%) 0.23% -0.103 pp 0.00% 0.000 pp USD5.70 -84.6% 17 qtrs
27 NUVEEN, LLC 204.6K +— (+0.0%) 179.6K -98.6K (-35.5%) 0.20% -0.003 pp 0.00% +0.000 pp USD2.64 -66.7% 4 qtrs
28 BOOTHBAY FUND MANAGEMENT, LLC 200.9K +56.4K (+39.0%) 176.4K -20.2K (-10.3%) 0.20% +0.055 pp 0.00% 0.000 pp USD1.67 -47.3% 5 qtrs
29 CAPITOLIS LIQUID GLOBAL MARKETS LLC 188.8K +— (+0.0%) 165.7K -91.0K (-35.5%) 0.19% -0.002 pp 0.00% -0.001 pp USD1.57 -43.9% 3 qtrs
30 CANADA PENSION PLAN INVESTMENT BOARD 188.6K +188.6K (+100.0%) 165.6K +165.6K (+100.0%) 0.19% +0.188 pp 0.00% +0.000 pp USD0.88 +0.0% 1 qtrs NEW
31 CRESSET ASSET MANAGEMENT, LLC 183.3K +— (+0.0%) 160.9K -88.4K (-35.5%) 0.18% -0.002 pp 0.00% 0.000 pp USD1.57 -43.9% 3 qtrs
32 AQR CAPITAL MANAGEMENT LLC 151.9K -670.8K (-81.5%) 133.3K -985.5K (-88.1%) 0.15% -0.680 pp 0.00% -0.001 pp USD2.24 -60.7% 11 qtrs
33 INVESCO LTD. 149.9K +7.4K (+5.2%) 131.6K -62.2K (-32.1%) 0.15% +0.006 pp 0.00% +0.000 pp USD4.32 -79.6% 15 qtrs
34 AMERIPRISE FINANCIAL INC 147.2K +147.2K (+100.0%) 129.2K +129.2K (+100.0%) 0.15% +0.147 pp 0.00% +0.000 pp USD0.88 +0.0% 1 qtrs NEW
35 CITIGROUP INC 145.7K +131.3K (+909.2%) 127.9K +108.3K (+551.4%) 0.15% +0.131 pp 0.00% +0.000 pp USD1.15 -23.5% 16 qtrs
36 BARCLAYS PLC 139.9K +5.0K (+3.7%) 122.8K -325.1K (-72.6%) 0.14% +0.003 pp 0.00% 0.000 pp USD3.10 -71.6% 16 qtrs
37 EMPOWERED FUNDS, LLC 138.3K +17.6K (+14.6%) 121.4K -42.7K (-26.0%) 0.14% +0.016 pp 0.00% -0.001 pp USD1.46 -39.7% 3 qtrs
38 CITADEL ADVISORS LLC 136.1K +123.5K (+980.2%) 119.5K +102.3K (+597.2%) 0.14% +0.123 pp 0.00% +0.000 pp USD0.97 -9.3% 16 qtrs
39 ALLIANCEBERNSTEIN L.P. 134.4K +— (+0.0%) 117.9K -64.8K (-35.5%) 0.13% -0.002 pp 0.00% +0.000 pp USD5.52 -84.1% 15 qtrs
40 RHUMBLINE ADVISERS 129.0K -16.7K (-11.5%) 113.3K -84.9K (-42.8%) 0.13% -0.019 pp 0.00% 0.000 pp USD5.90 -85.1% 15 qtrs
41 UBS GROUP AG 122.9K -23.9K (-16.3%) 107.9K -91.7K (-45.9%) 0.12% -0.026 pp 0.00% +0.000 pp USD4.54 -80.6% 17 qtrs
42 ALGERT GLOBAL LLC 119.6K +119.6K (+100.0%) 105.0K +105.0K (+100.0%) 0.12% +0.119 pp 0.00% +0.002 pp USD0.88 +0.0% 1 qtrs NEW
43 WELLS FARGO & COMPANY/MN 100.8K +31.0K (+44.3%) 88.5K -6.5K (-6.9%) 0.10% +0.030 pp 0.00% +0.000 pp USD3.36 -73.8% 17 qtrs
44 SUSQUEHANNA INTERNATIONAL GROUP, LLP 100.2K +70.9K (+241.6%) 88.0K +48.1K (+120.5%) 0.10% +0.070 pp 0.00% +0.000 pp USD1.54 -42.9% 16 qtrs
45 MATRIX ASSET ADVISORS INC/NY 100.0K +— (+0.0%) 87.8K -48.2K (-35.5%) 0.10% -0.001 pp 0.01% -0.005 pp USD4.24 -79.2% 7 qtrs
46 SQUAREPOINT OPS LLC 94.5K +67.2K (+246.3%) 83.0K +45.8K (+123.5%) 0.09% +0.067 pp 0.00% +0.000 pp USD1.60 -45.0% 16 qtrs
47 BBR PARTNERS, LLC 85.8K +— (+0.0%) 75.3K -41.4K (-35.5%) 0.09% -0.001 pp 0.00% -0.003 pp USD9.35 -90.6% 17 qtrs
48 GRAHAM CAPITAL MANAGEMENT, L.P. 85.4K -49.4K (-36.6%) 75.0K -108.3K (-59.1%) 0.09% -0.051 pp 0.00% -0.001 pp USD2.93 -70.0% 8 qtrs
49 DIVERSIFY WEALTH MANAGEMENT, LLC 84.5K +— (+0.0%) 73.6K -13.4K (-15.4%) 0.08% -0.001 pp 0.00% -0.002 pp USD2.64 -66.7% 4 qtrs
50 JAIN GLOBAL LLC 80.0K +80.0K (+100.0%) 70.2K +70.2K (+100.0%) 0.08% +0.080 pp 0.00% +0.000 pp USD0.88 +0.0% 3 qtrs
51 BANK OF AMERICA CORP /DE/ 79.3K -214.7K (-73.0%) 69.5K -330.3K (-82.6%) 0.08% -0.218 pp 0.00% +0.000 pp USD3.10 -71.6% 17 qtrs
52 DEUTSCHE BANK AG\ 75.2K +6.6K (+9.7%) 66.1K -27.0K (-29.0%) 0.08% +0.006 pp 0.00% +0.000 pp USD4.00 -78.0% 15 qtrs
53 XTX TOPCO LTD 56.5K -53.9K (-48.8%) 49.6K -100.6K (-67.0%) 0.06% -0.055 pp 0.00% -0.007 pp USD1.80 -51.1% 10 qtrs
54 BIRCHVIEW CAPITAL, LP 49.9K -714.2K (-93.5%) 43.8K -995.3K (-95.8%) 0.05% -0.723 pp 0.03% -0.759 pp USD4.62 -81.0% 17 qtrs
55 PRICE T ROWE ASSOCIATES INC /MD/ 46.9K +— (+0.0%) 41.0K -23.0K (-35.9%) 0.05% -0.001 pp 0.00% +0.000 pp USD6.07 -85.5% 14 qtrs
56 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 45.4K +45.4K (+100.0%) 39.9K +39.9K (+100.0%) 0.05% +0.045 pp 0.00% +0.000 pp USD0.88 +0.0% 1 qtrs NEW
57 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 41.7K -7.7K (-15.5%) 36.6K -30.6K (-45.5%) 0.04% -0.008 pp 0.00% 0.000 pp USD2.96 -70.3% 7 qtrs
58 ROYCE & ASSOCIATES LP 39.9K -7.3K (-15.4%) 35.1K -29.1K (-45.4%) 0.04% -0.008 pp 0.00% 0.000 pp USD1.36 -35.3% 5 qtrs
59 INTECH INVESTMENT MANAGEMENT LLC 38.0K -8.7K (-18.7%) 33.4K -30.2K (-47.5%) 0.04% -0.009 pp 0.00% 0.000 pp USD3.14 -72.0% 6 qtrs
60 TWO SIGMA ADVISERS, LP 36.2K +17.4K (+92.6%) 31.8K +6.2K (+24.3%) 0.04% +0.017 pp 0.00% +0.000 pp USD1.13 -22.1% 8 qtrs
61 RAYMOND JAMES FINANCIAL INC 35.0K -102.6K (-74.6%) 30.7K -156.5K (-83.6%) 0.03% -0.104 pp 0.00% 0.000 pp USD4.06 -78.3% 5 qtrs
62 NEUBERGER BERMAN GROUP LLC 33.2K +33.2K (+100.0%) 29.1K +29.1K (+100.0%) 0.03% +0.033 pp 0.00% +0.000 pp USD0.88 +0.0% 1 qtrs NEW
63 TWO SIGMA SECURITIES, LLC 31.7K +20.9K (+194.2%) 27.8K +13.2K (+89.9%) 0.03% +0.021 pp 0.00% +0.002 pp USD1.04 -15.4% 2 qtrs
64 MACKENZIE FINANCIAL CORP 30.4K +— (+0.0%) 26.7K -14.6K (-35.4%) 0.03% 0.000 pp 0.00% +0.000 pp USD4.14 -78.7% 5 qtrs
65 AMERITAS ADVISORY SERVICES, LLC 30.0K -30.0K (-50.0%) 26.3K -55.3K (-67.7%) 0.03% -0.031 pp 0.00% -0.004 pp USD4.04 -78.2% 13 qtrs
66 ROCKWOOD WEALTH MANAGEMENT, LLC 28.8K +— (+0.0%) 25.3K -14.0K (-35.7%) 0.03% 0.000 pp 0.00% -0.001 pp USD7.14 -87.7% 15 qtrs
67 STRS OHIO 28.7K +— (+0.0%) 25.2K -13.8K (-35.5%) 0.03% 0.000 pp 0.00% +0.000 pp USD2.64 -66.7% 4 qtrs
68 LPL FINANCIAL LLC 27.0K +27.0K (+100.0%) 23.7K +23.7K (+100.0%) 0.03% +0.027 pp 0.00% +0.000 pp USD0.88 +0.0% 1 qtrs NEW
69 SIG BROKERAGE, LP 25.0K +— (+0.0%) 21.9K -12.1K (-35.5%) 0.03% 0.000 pp 0.00% 0.000 pp USD1.57 -43.9% 3 qtrs
70 SG AMERICAS SECURITIES, LLC 23.5K -145.6K (-86.1%) 21.0K -209.0K (-90.9%) 0.02% -0.148 pp 0.00% -0.001 pp USD2.53 -65.2% 7 qtrs
71 ENGINEERS GATE MANAGER LP 23.0K +9.7K (+72.8%) 20.2K +2.1K (+11.5%) 0.02% +0.010 pp 0.00% +0.000 pp USD1.28 -31.3% 3 qtrs
72 TUDOR INVESTMENT CORP ET AL 22.3K +— (+0.0%) 19.6K -10.8K (-35.5%) 0.02% 0.000 pp 0.00% +0.000 pp USD9.91 -91.1% 14 qtrs
73 IEQ CAPITAL, LLC 22.3K -38.5K (-63.3%) 19.6K -63.1K (-76.3%) 0.02% -0.039 pp 0.00% 0.000 pp USD1.54 -42.9% 3 qtrs
74 NEW YORK STATE COMMON RETIREMENT FUND 21.2K +— (+0.0%) 18.6K -10.2K (-35.5%) 0.02% 0.000 pp 0.00% +0.000 pp USD6.79 -87.0% 15 qtrs
75 NINE MASTS CAPITAL LTD 21.1K +21.1K (+100.0%) 18.6K +18.6K (+100.0%) 0.02% +0.021 pp 0.00% +0.003 pp USD0.88 +0.0% 1 qtrs NEW
76 HIGHTOWER ADVISORS, LLC 21.1K +21.1K (+100.0%) 18.5K +18.5K (+100.0%) 0.02% +0.021 pp 0.00% +0.000 pp USD0.88 +0.0% 1 qtrs NEW
77 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 20.6K +— (+0.0%) 18.1K -9.9K (-35.5%) 0.02% 0.000 pp 0.00% 0.000 pp USD4.24 -79.2% 5 qtrs
78 BNP PARIBAS ARBITRAGE, SNC 19.2K -62.2K (-76.4%) 16.9K -93.9K (-84.8%) 0.02% -0.063 pp 0.00% 0.000 pp USD1.83 -51.9% 5 qtrs
79 VOYA INVESTMENT MANAGEMENT LLC 18.7K +— (+0.0%) 16.4K -9.0K (-35.5%) 0.02% 0.000 pp 0.00% +0.000 pp USD5.28 -83.3% 15 qtrs
80 PROSHARE ADVISORS LLC 16.4K +850.0 (+5.5%) 14.4K -6.8K (-31.9%) 0.02% +0.001 pp 0.00% +0.000 pp USD5.16 -82.9% 13 qtrs
81 NEXT CAPITAL MANAGEMENT LLC 15.0K +— (+0.0%) 13.2K -7.2K (-35.5%) 0.02% 0.000 pp 0.00% -0.003 pp USD1.57 -43.9% 3 qtrs
82 MILLENNIUM MANAGEMENT LLC 14.2K -752.0K (-98.2%) 12.4K -1.0M (-98.8%) 0.01% -0.760 pp 0.00% 0.000 pp USD1.88 -53.2% 16 qtrs
83 NWAM LLC 15.0K +— (+0.0%) 12.1K -5.9K (-33.0%) 0.02% 0.000 pp 0.00% 0.000 pp USD8.65 -89.8% 12 qtrs
84 TOWER RESEARCH CAPITAL LLC (TRC) 13.1K +4.0K (+43.6%) 11.5K -913.0 (-7.3%) 0.01% +0.004 pp 0.00% 0.000 pp USD1.70 -48.2% 16 qtrs
85 CENTIVA CAPITAL, LP 12.5K +12.5K (+100.0%) 11.0K +11.0K (+100.0%) 0.01% +0.013 pp 0.00% +0.000 pp USD0.88 +0.0% 9 qtrs
86 FMR LLC 12.3K +3.3K (+36.0%) 10.8K -1.5K (-12.2%) 0.01% +0.003 pp 0.00% +0.000 pp USD2.31 -61.9% 15 qtrs
87 JANE STREET GROUP, LLC 12.1K -379.6K (-96.9%) 10.6K -522.1K (-98.0%) 0.01% -0.384 pp 0.00% 0.000 pp USD2.42 -63.6% 16 qtrs
88 VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC 11.6K +883.0 (+8.3%) 10.1K -4.4K (-30.1%) 0.01% +0.001 pp 0.00% +0.000 pp USD1.52 -42.1% 3 qtrs
89 PRUDENTIAL FINANCIAL INC 10.9K -590.0 (-5.1%) 9.6K -6.1K (-38.8%) 0.01% -0.001 pp 0.00% +0.000 pp USD4.23 -79.2% 5 qtrs
90 AMERITAS INVESTMENT PARTNERS, INC. 10.6K +— (+0.0%) 9.3K -5.1K (-35.5%) 0.01% 0.000 pp 0.00% 0.000 pp USD6.05 -85.5% 15 qtrs
91 MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 10.4K +— (+0.0%) 9.1K -5.0K (-35.5%) 0.01% 0.000 pp 0.00% +0.000 pp USD1.36 -35.3% 2 qtrs
92 RUSSELL INVESTMENTS GROUP, LTD. 9.4K +1.0K (+12.5%) 8.3K -3.1K (-27.4%) 0.01% +0.001 pp 0.00% +0.000 pp USD1.31 -32.8% 12 qtrs
93 CWM, LLC 8.9K -14.5K (-61.8%) 8.0K -24.0K (-75.0%) 0.01% -0.015 pp 0.00% 0.000 pp USD1.63 -46.0% 8 qtrs
94 LEGAL & GENERAL GROUP PLC 8.8K +— (+0.0%) 7.7K -4.2K (-35.5%) 0.01% 0.000 pp 0.00% +0.000 pp USD7.80 -88.7% 15 qtrs
95 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 5.5K -1.9K (-25.1%) 4.8K -5.2K (-51.7%) 0.01% -0.002 pp 0.00% +0.000 pp USD7.14 -87.7% 15 qtrs
96 STERLING CAPITAL MANAGEMENT LLC 5.2K -1.1K (-17.6%) 4.5K -4.0K (-46.8%) 0.01% -0.001 pp 0.00% 0.000 pp USD2.03 -56.7% 6 qtrs
97 ROYAL BANK OF CANADA 4.4K -451.5K (-99.0%) 4.0K -615.0K (-99.4%) 0.00% -0.456 pp 0.00% 0.000 pp USD2.09 -57.9% 17 qtrs
98 GROUP ONE TRADING, L.P. 4.4K +2.3K (+106.8%) 3.9K +972.0 (+33.5%) 0.00% +0.002 pp 0.00% +0.000 pp USD1.73 -49.1% 9 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 19 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Vanguard Russell 2000 Value ETF VTWV 0.00% 52.0K 0.06%
2 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.00% 64.6K 0.47%
3 Invesco RAFI US 1500 Small-Mid ETF PRFZ 0.00% 63.8K 0.34%
4 Vanguard Russell 2000 ETF VTWO 0.00% 292.9K 0.06%
5 Schwab U.S. Small-Cap ETF SCHA 0.00% 259.8K 0.03%
6 Vanguard Health Care ETF VHT 0.00% 170.7K 0.09%
7 Vanguard Extended Market ETF VXF 0.00% 618.3K 0.05%
8 Vanguard Russell 3000 ETF VTHR 0.00% 5.3K 0.06%
9 Vanguard U.S. Total Market Shares Index ETF VTS.AX 0.00% 3.7K 0.03%
10 Vanguard U.S. Total Market Index ETF VUN.TO 0.00% 10.2K 0.17%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
1
Shares acquired
Shares disposed
18.8K
Cash buys
Cash sales
Net activity
-18,811
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
2026-03-30 Bienstock Lee Director / Officer F-InKind D Common Stock 18,811 0.57 10.7K 2,817,470 D
2025-12-15 Tendler Ely D Director / Officer S-Sale D Common Stock 16,850 0.91 15.3K 258,795 D
2025-12-15 Sugrue Stephen Officer F-InKind D Common Stock 35,968 0.91 32.7K 636,602 D
2025-12-15 ROSENBERG NORMAN Officer F-InKind D Common Stock 65,774 0.91 59.9K 1,223,571 D
2025-12-15 Bienstock Lee Director / Officer F-InKind D Common Stock 214,131 0.91 194.9K 2,836,281 D
2025-12-12 Tendler Ely D Director / Officer A-Award A Common Stock 100,000 0.00 275,645 D
2025-12-12 TRAVERS JAMES M Director A-Award A Common Stock 150,000 0.00 240,999 D
2025-12-12 Sugrue Stephen Officer A-Award A Common Stock 321,055 0.00 672,570 D
2025-12-12 Smedra Ira Director A-Award A Common Stock 150,000 0.00 240,999 D
2025-12-12 ROSENBERG NORMAN Officer A-Award A Common Stock 429,405 0.00 1,289,345 D
2025-12-12 Leite Etalvina Director A-Award A Common Stock 150,000 0.00 201,411 D
2025-12-12 Burdiek Michael J Director A-Award A Common Stock 150,000 0.00 791,560 D
2025-12-12 Bienstock Lee Director / Officer A-Award A Common Stock 1,113,495 0.00 3,050,412 D
2025-12-07 Sugrue Stephen Officer D Option to Buy 250 8.80 2.2K 0
2025-09-10 Klasko Stephen K. M.D. Director A-Award A Common Stock 100,000 0.00 115,000 D
2025-07-02 Sugrue Stephen Officer F-InKind D Common Stock 5,813 1.52 8.8K 351,515 D
2025-07-02 ROSENBERG NORMAN Officer F-InKind D Common Stock 11,332 1.52 17.2K 859,940 D
2025-07-02 Bienstock Lee Director / Officer F-InKind D Common Stock 18,597 1.52 28.3K 1,936,917 D
2025-05-23 Burdiek Michael J Director P-Purchase A Common Stock 10,000 1.33 13.3K 641,560 D
2025-05-15 Burdiek Michael J Director P-Purchase A Common Stock 15,000 1.43 21.5K 631,560 D
2025-05-14 Sugrue Stephen Officer P-Purchase A Common Stock 10,000 1.44 14.4K 357,328 D
2025-05-14 ROSENBERG NORMAN Officer P-Purchase A Common Stock 15,000 1.47 22.1K 871,272 D
2025-05-14 Klasko Stephen K. M.D. Director P-Purchase A Common Stock 15,000 1.49 22.4K 15,000 D
2025-05-14 Bienstock Lee Director / Officer P-Purchase A Common Stock 15,000 1.54 23.1K 1,971,079 D
2025-05-13 Bienstock Lee Director / Officer F-InKind D Common Stock 15,565 1.44 22.4K 1,955,514 D
2025-04-02 Sugrue Stephen Officer F-InKind D Common Stock 5,614 2.68 15.0K 347,328 D
2025-04-02 ROSENBERG NORMAN Officer F-InKind D Common Stock 8,004 2.68 21.5K 856,272 D
2025-04-02 Bienstock Lee Director / Officer F-InKind D Common Stock 18,598 2.68 49.8K 1,956,079 D
2025-03-31 Bienstock Lee Director / Officer F-InKind D Common Stock 18,742 2.64 49.5K 1,974,677 D
2025-03-07 Sugrue Stephen Officer A-Award A Common Stock 77,520 0.00 360,731 D
2025-03-07 ROSENBERG NORMAN Officer A-Award A Common Stock 170,543 0.00 879,646 D
2025-03-07 Bienstock Lee Director / Officer A-Award A Common Stock 465,116 0.00 2,052,779 D
2025-01-05 Sugrue Stephen Officer D Option to Buy 16,129 3.25 52.4K 0
2025-01-02 Sugrue Stephen Officer F-InKind D Common Stock 4,708 4.23 19.9K 283,211 D
2025-01-02 ROSENBERG NORMAN Officer F-InKind D Common Stock 9,180 4.23 38.8K 709,103 D
2025-01-02 Bienstock Lee Director / Officer F-InKind D Common Stock 18,598 4.23 78.7K 1,587,663 D
2024-12-17 Leite Etalvina Director S-Sale D Common Stock 16,500 4.34 71.6K 51,411 D
2024-12-16 Tendler Ely D Director / Officer S-Sale D Common Stock 23,088 4.44 102.5K 175,645 D
2024-12-13 TRAVERS JAMES M Director A-Award A Common Stock 34,965 0.00 90,999 D
2024-12-13 Sugrue Stephen Officer F-InKind D Common Stock 8,734 4.19 36.6K 287,919 D
2024-12-13 Smedra Ira Director A-Award A Common Stock 34,965 0.00 90,999 D
2024-12-13 ROSENBERG NORMAN Officer F-InKind D Common Stock 19,213 4.19 80.5K 718,283 D
2024-12-13 Leite Etalvina Director A-Award A Common Stock 34,965 0.00 67,911 D
2024-12-13 Burdiek Michael J Director A-Award A Common Stock 34,965 0.00 616,560 D
2024-12-13 Bienstock Lee Director / Officer F-InKind D Common Stock 86,236 4.19 361.3K 1,606,261 D
2024-12-12 Tendler Ely D Director / Officer A-Award A Common Stock 35,800 0.00 198,733 D
2024-12-12 Sugrue Stephen Officer A-Award A Common Stock 107,399 0.00 296,653 D
2024-12-12 ROSENBERG NORMAN Officer A-Award A Common Stock 346,062 0.00 737,496 D
2024-12-12 Bienstock Lee Director / Officer A-Award A Common Stock 536,993 0.00 1,692,497 D
2024-11-12 Klasko Stephen K. M.D. Director A-Award A Options to purchase Common Stock 204,082 4.16 849.0K 204,082 D
2024-10-04 Sugrue Stephen Officer F-InKind D Common Stock 4,104 3.35 13.7K 185,150 D
2024-10-04 ROSENBERG NORMAN Officer F-InKind D Common Stock 8,004 3.35 26.8K 383,430 D
2024-10-04 Bienstock Lee Director / Officer F-InKind D Common Stock 18,598 3.35 62.3K 1,136,906 D
2024-10-01 Klasko Stephen K. M.D. Director 0 0.00 0
2024-07-09 Sugrue Stephen Officer F-InKind D Common Stock 4,104 2.93 12.0K 189,254
2024-07-09 ROSENBERG NORMAN Officer F-InKind D Common Stock 8,004 2.93 23.5K 391,434
2024-07-09 Bienstock Lee Director / Officer F-InKind D Common Stock 18,598 2.93 54.5K 1,155,504
2024-06-21 Bienstock Lee Director / Officer F-InKind D Common Stock 13,194 4.04 53.3K 1,174,102
2024-06-14 Sugrue Stephen Officer F-InKind D Common Stock 4,104 4.04 16.6K 193,358
2024-06-14 ROSENBERG NORMAN Officer F-InKind D Common Stock 7,981 4.04 32.2K 399,438
2024-06-14 Bienstock Lee Director / Officer F-InKind D Common Stock 15,565 3.16 49.2K 1,187,296
2024-05-14 Burdiek Michael J Director P-Purchase A Common Stock 10,000 3.40 34.0K 581,595
2024-05-13 Tendler Ely D Director / Officer P-Purchase A Common Stock 10,000 3.13 31.3K 162,933
2024-05-13 Bienstock Lee Director / Officer P-Purchase A Common Stock 25,000 3.15 78.8K 1,220,845
2024-03-19 Bienstock Lee Officer F-InKind D Common Stock 3,747 5.59 20.9K 1,195,845
2024-03-15 VASHOVSKY STANLEY Director A-Award A Common Stock 21,721 0.00 7,712,500
2024-03-15 Sugrue Stephen Officer A-Award A Common Stock 68,306 0.00 197,462
2024-03-15 ROSENBERG NORMAN Officer A-Award A Common Stock 133,197 0.00 407,419
2024-03-15 KATZ STEVEN Director P-Purchase A Common Stock 13,500 3.64 49.1K 69,534
2024-03-15 Bienstock Lee Officer A-Award A Common Stock 218,579 0.00 1,199,592
2024-03-14 ROSENBERG NORMAN Officer P-Purchase A Common Stock 10,000 3.61 36.1K 274,222
2024-03-14 Burdiek Michael J Director P-Purchase A Common Stock 10,000 3.61 36.1K 571,595
2023-12-15 TRAVERS JAMES M Director M-Exempt D Restricted Stock Units 23,088 0.00 0
2023-12-15 Burdiek Michael J Director M-Exempt A Common Stock 23,088 0.00 561,595
2023-12-12 VASHOVSKY STANLEY Director A-Award A Common Stock 15,407 0.00 7,690,779
2023-12-12 Tendler Ely D Director / Officer A-Award A Common Stock 32,946 0.00 152,933
2023-12-12 TRAVERS JAMES M Director A-Award A Common Stock 32,946 0.00 32,946
2023-12-12 Sugrue Stephen Officer A-Award A Common Stock 96,899 0.00 129,156
2023-12-12 Smedra Ira Director A-Award A Common Stock 32,946 0.00 56,034
2023-12-12 ROSENBERG NORMAN Officer A-Award A Common Stock 213,178 0.00 264,222
2023-12-12 Leite Etalvina Director A-Award A Common Stock 32,946 0.00 32,946
2023-12-12 KATZ STEVEN Director A-Award A Common Stock 32,946 0.00 56,034
2023-12-12 Burdiek Michael J Director A-Award A Common Stock 32,946 0.00 538,507
2023-12-12 Bienstock Lee Officer A-Award A Common Stock 581,395 0.00 981,013
2023-11-28 Sugrue Stephen Officer S-Sale D Common Stock 2,859 5.75 16.4K 32,257
2023-11-12 Sugrue Stephen Officer F-InKind D Common Stock 1,613 5.72 9.2K 35,116
2023-11-10 VASHOVSKY STANLEY Director A-Award A Common Stock 27,797 0.00 7,675,372
2023-10-16 Bienstock Lee Officer S-Sale D Common Stock 1,667 5.89 9.8K 299,037
2023-10-02 Tendler Ely D Director / Officer M-Exempt A Common Stock 10,000 1.59 15.9K 33,088
2023-09-15 Tendler Ely D Director / Officer M-Exempt A Common Stock 10,000 1.59 15.9K 33,088
2023-09-15 Bienstock Lee Officer S-Sale D Common Stock 1,667 6.32 10.5K 300,704
2023-09-01 Oberholzer Adriaan Stephanus Officer 0 0.00 0
2023-09-01 Capone Anthony Officer S-Sale D Common Stock 2,000 9.00 18.0K 404,275
2023-08-22 Tendler Ely D Director / Officer M-Exempt A Common Stock 10,000 1.59 15.9K 33,088
2023-08-16 Capone Anthony Officer S-Sale D Common Stock 15,000 10.01 150.2K 406,275
2023-08-16 Bienstock Lee Officer S-Sale D Common Stock 1,667 10.19 17.0K 302,371
2023-08-15 VASHOVSKY STANLEY Director / 10% Owner G-Gift D Common Stock 1,200,000 0.00 7,647,575
2023-08-15 Oberholzer Adriaan Stephanus Officer S-Sale D Common Stock 79,029 10.33 816.4K 1,114,384
2023-08-14 Oberholzer Adriaan Stephanus Officer S-Sale D Common Stock 50,000 10.15 507.5K 1,193,413
2023-08-11 Sugrue Stephen Officer A-Award A Option to Buy 85,485 10.03 857.4K 85,485
2023-06-08 Capone Anthony Officer S-Sale D Common Stock 5,400 9.50 51.3K 421,275
2023-06-01 Oberholzer Adriaan Stephanus Officer S-Sale D Common Stock 42,497 9.07 385.4K 1,243,413
2023-05-31 Oberholzer Adriaan Stephanus Officer S-Sale D Common Stock 22,366 9.01 201.5K 1,285,910
2023-05-30 Oberholzer Adriaan Stephanus Officer S-Sale D Common Stock 16,271 9.02 146.8K 1,308,276
2023-05-25 Oberholzer Adriaan Stephanus Officer S-Sale D Common Stock 300 9.07 2.7K 1,324,547
2023-05-24 Oberholzer Adriaan Stephanus Officer S-Sale D Common Stock 40,000 9.14 365.6K 1,324,847
2023-05-23 Oberholzer Adriaan Stephanus Officer S-Sale D Common Stock 7,595 9.11 69.2K 1,364,847
2023-05-19 Sugrue Stephen Officer M-Exempt A Common Stock 16,129 3.25 52.4K 32,257
2023-05-17 TRAVERS JAMES M Director S-Sale D Common Stock 65,000 8.51 553.2K 391,028
2023-05-16 TRAVERS JAMES M Director S-Sale D Common Stock 60,000 8.55 513.0K 456,028
2023-05-15 VASHOVSKY STANLEY Director / 10% Owner G-Gift D Common Stock 1,500,000 0.00 8,847,575
2023-05-12 VASHOVSKY STANLEY Director / 10% Owner A-Award A Common Stock 9,234 0.00 10,347,575
2023-05-12 Sugrue Stephen Officer A-Award A Common Stock 4,472 0.00 36,729
2023-05-12 ROSENBERG NORMAN Officer A-Award A Options to purchase Common Stock 106,627 8.61 918.1K 106,627
2023-05-12 Oberholzer Adriaan Stephanus Officer A-Award A Options to purchase Common Stock 166,867 8.61 1.44M 166,867
2023-05-12 Capone Anthony Officer A-Award A Options to purchase Common Stock 73,494 8.61 632.8K 73,494
2023-05-12 Bienstock Lee Officer A-Award A Options to purchase Common Stock 210,843 8.61 1.82M 210,843
2023-03-28 Bienstock Lee Officer F-InKind D Common Stock 17,530 8.52 149.4K 181,021
2023-03-16 VASHOVSKY STANLEY Director / 10% Owner A-Award A Common Stock 127,379 0.00 10,338,341
2023-03-16 ROSENBERG NORMAN Officer A-Award A Common Stock 49,565 0.00 49,565
2023-03-16 Oberholzer Adriaan Stephanus Officer A-Award A Common Stock 80,438 0.00 1,370,728
2023-03-16 Capone Anthony Officer A-Award A Common Stock 70,127 0.00 424,403
2023-03-16 Bienstock Lee Officer A-Award A Common Stock 51,698 0.00 198,551
2022-12-15 VASHOVSKY STANLEY Officer G-Gift D Common Stock 1,746,723 0.00 11,414,239
2022-12-15 Tendler Ely D Officer A-Award A Common Stock 23,088 0.00 23,088
2022-12-15 TRAVERS JAMES M Director A-Award A Restricted Stock Units 23,088 0.00 23,088
2022-12-15 Sugrue Stephen Officer A-Award A Options to purchase Common Stock 250 0.00 250
2022-12-15 Smedra Ira Director A-Award A Common Stock 46,176 0.00 46,176
2022-12-15 ROSENBERG NORMAN Officer A-Award A Options to purchase Common Stock 386,579 0.00 386,579
2022-12-15 Oberholzer Adriaan Stephanus Officer A-Award A Options to purchase Common Stock 386,579 0.00 386,579
2022-12-15 KATZ STEVEN Director A-Award A Common Stock 23,088 0.00 23,088
2022-12-15 Capone Anthony Officer A-Award A Options to purchase Common Stock 1,104,737 0.00 1,104,737
2022-12-15 Burdiek Michael J Director A-Award A Restricted Stock Units 23,088 0.00 23,088
2022-12-15 Bienstock Lee Officer A-Award A Options to purchase Common Stock 89,474 0.00 89,474
2022-11-17 Leite Etalvina Director A-Award A Stock Option (right to buy) 81,425 0.00 81,425
2022-11-10 Leite Etalvina 0
2022-11-04 TRAVERS JAMES M Director D-Return D Common Stock 7,131 0.00 516,028
2022-11-04 Burdiek Michael J Director D-Return D Common Stock 6,986 0.00 505,561
2022-09-16 TRAVERS JAMES M Director M-Exempt D Warrants to purchase Common Stock 443,432 0.00 0
2022-09-16 Burdiek Michael J Director M-Exempt D Warrants to purchase Common Stock 434,437 0.00 0
2022-07-27 TRAVERS JAMES M Director J-Other A Common Stock 424,140 0.00 424,140
2022-07-27 Burdiek Michael J Director J-Other A Warrants to purchase Common Stock 434,437 0.00 434,437
2022-07-01 Sugrue Stephen Officer A-Award A Options to purchase Common Stock 50,000 0.00 50,000
2022-07-01 Capone Anthony Officer M-Exempt A Common Stock 645,145 2.26 1.46M 645,145
2022-04-28 Sugrue Stephen Officer A-Award A Options to purchase Common Stock 100,000 0.00 100,000
2022-04-28 Merlin Mark DO Officer A-Award A Options to purchase Common Stock 64,515 0.00 64,515
2022-04-07 Sugrue Stephen Officer M-Exempt A Common Stock 16,128 3.25 52.4K 16,128
2022-03-28 Bienstock Lee Officer A-Award A Option to Buy 100,000 0.00 100,000
2021-12-09 VASHOVSKY STANLEY Director / Officer / 10% Owner A-Award A Options to purchase Common Stock 1,018,932 8.80 8.97M 1,018,932
2021-12-09 ROSENBERG NORMAN Officer A-Award A Options to purchase Common Stock 205,097 8.97 1.84M 205,097
2021-12-09 Oberholzer Adriaan Stephanus Officer A-Award A Options to purchase Common Stock 356,553 8.97 3.20M 356,553
2021-12-09 Capone Anthony Officer A-Award A Options to purchase Common Stock 1,018,932 8.97 9.14M 1,018,932
2021-12-07 Witkowski Michael S. Officer A-Award A Options to purchase Common Stock 1,000 8.80 8.8K 1,000
2021-12-07 Tendler Ely D Director / Officer A-Award A Options to purchase Common Stock 79,208 8.80 697.0K 79,208
2021-12-07 TRAVERS JAMES M Director A-Award A Options to purchase Common Stock 79,208 8.80 697.0K 79,208
2021-12-07 Smedra Ira Director A-Award A Options to purchase Common Stock 79,208 8.80 697.0K 79,208
2021-12-07 Merlin Mark DO Officer A-Award A Options to purchase Common Stock 1,000 8.80 8.8K 1,000
2021-12-07 KATZ STEVEN Director A-Award A Option to purchase Common Stock 79,208 8.80 697.0K 79,208
2021-12-07 Fillo Christopher Director A-Award A Options to purchase Common Stock 79,208 8.80 697.0K 79,208
2021-12-07 Burdiek Michael J Director A-Award A Options to purchase Common Stock 79,208 8.80 697.0K 79,208
2021-11-05 Witkowski Michael S. Officer D Options to Purchase Common Stock 96,771 0.00 0
2021-11-05 VASHOVSKY STANLEY Director / Officer / 10% Owner D Common Stock 0 0.00 13,160,962
2021-11-05 Tendler Ely D Director / Officer D Options to Purchase Common Stock 65,804 0.00 0
2021-11-05 Smedra Ira Director 0 0.00 0
2021-11-05 ROSENBERG NORMAN Officer D Options to Purchase Common Stock 483,858 0.00 0
2021-11-05 Oberholzer Adriaan Stephanus Officer D Common Stock 0 0.00 1,290,290
2021-11-05 Merlin Mark DO Officer 0 0.00 0
2021-11-05 KATZ STEVEN Director 0 0.00 0
2021-11-05 Fillo Christopher Director 0 0.00 0
2021-11-05 Capone Anthony Officer D Options to Purchase Common Stock 645,145 0.00 0
2021-11-05 Burdiek Michael J Director D-Return D Common stock 301,787 0.00 2,573,213
2021-08-24 Motion Acquisition LLC 10% Owner C-Conversion A Class A Common Stock 2,875,000 0.00 2,875,000
2020-10-14 TRAVERS JAMES M Director / 10% Owner I Class B Common Stock 3,306,250 0.00 0
2020-10-14 Messman Kyle A Director 0 0.00 0
2020-10-14 Licht Mark Director 0 0.00 0
2020-10-14 Flett Andrew Director 0 0.00 0

Executive team

Top executives
EBIT / Employee
-26.2K
Shares Outstanding
98.78M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2023 Lee Bienstock Chief Executive Officer and Former President and Chief Operating Officer 581.9K 1.09M 7.57M 1.57M 506.6K 31.3K 11.35M 80.50%
2 2023 Andre Oberholzer Executive Vice President of Strategy; Former Executive Vice President of Strategy and Capital Markets and Treasurer and Former Chief Financial Officer 488.0K 607.5K 2.00M 831.0K 367.5K 14.5K 4.31M 65.71%
3 2023 Norman Rosenberg Chief Financial Officer and Treasurer 427.7K 656.3K 2.20M 531.0K 318.8K 31.3K 4.17M 65.57%
4 2023 Stephen Sugrue Chief Compliance Officer 359.9K 314.0K 1.04M 536.8K 186.0K 4.4K 2.44M 64.57%
5 2023 Ely D. Tendler General Counsel, Secretary and Director 670.0K 926.4K 1.60M 41.97%
6 2023 Anthony Capone Former Chief Executive Officer and Former President 393.4K 366.0K 169.5K 928.9K 39.40%
7 2022 Anthony Capone Former Chief Executive Officer and Former President 425.0K 664.8K 4.20M 310.3K 5.0K 5.60M 74.92%
8 2022 Lee Bienstock Chief Executive Officer and Former President and Chief Operating Officer 415.0K 467.5K 1.05M 1.72M 207.5K 22.6K 3.88M 71.33%
9 2022 Andre Oberholzer Executive Vice President of Strategy; Former Executive Vice President of Strategy and Capital Markets and Treasurer and Former Chief Financial Officer 428.9K 617.7K 1.47M 257.3K 19.3K 2.79M 52.61%
10 2021 Anthony Capone Former Chief Executive Officer and Former President 300.0K 1.30M 4.20M 18.2K 5.82M 72.18%
11 2021 Andre Oberholzer Executive Vice President of Strategy; Former Executive Vice President of Strategy and Capital Markets and Treasurer and Former Chief Financial Officer 310.0K 1.43M 1.47M 19.3K 3.22M 45.58%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-22 DEFA14A
2026-04-22 DEF 14A
2026-04-10 PRE 14A
2025-04-24 DEFA14A
2025-04-24 DEF 14A
2025-04-14 PRE 14A
2024-04-25 DEFA14A
2024-04-25 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-11 8-K
2026-05-11 10-Q
2026-04-22 DEFA14A
2026-04-22 DEF 14A
2026-04-22 ARS
2026-04-22 8-K
2026-04-10 PRE 14A
2026-03-31 4
2026-03-26 SC 13G/A
2026-03-17 S-8

Executive team

NameTitleCompensationGender
Lee Bienstock Chief Executive Officer & Director 2M male
Ely D. Tendler General Counsel, Secretary & Director 1M male
Norman Rosenberg Treasurer & Chief Financial Officer 953.7K male
Stephen Sugrue Chief Compliance Officer 623.3K male
Mike Cole Vice President of Investor Relations male
James Powell Chief Executive Officer of Clinical Practice Group & Member of Medical Advisory Board
Eiwe Lingefors Chief Information Officer male
Rosemarie Milano Vice President of Human Resources female
ESG Rating
B-
MEDICAL - CARE FACILITIES
Rank: 57 out of 62
2026
E (Environmental)
64.5 / 65.7
Company / Sector avg.
S (Social)
66.7 / 69.6
Company / Sector avg.
G (Governance)
68.7 / 68.9
Company / Sector avg.
ESG Total
66.6 / 68.1
Company / Sector avg.
ESG Score History MEDICAL - CARE FACILITIES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits