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Precision BioSciences, Inc. (DTIL)

USD8.86 +0.28 (+3.22%)
US NASDAQ Healthcare Biotechnology
Address 302 East Pettigrew Street 27701
Durham, NC, US
CEO Juli Blanche
IPO 2019-03-28
CIK 1357874 ISIN US74019P2074

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Description

Precision BioSciences, Inc. is a clinical-stage biotechnology firm based in the United States, specializing in the creation of both in vivo gene editing solutions and ex vivo allogeneic CAR T-cell therapies. At its core is ARCUS, a proprietary genome editing platform designed to address and potentially cure genetic diseases. The company's portfolio also encompasses Ex vivo Allogeneic CAR T Immunotherapy, an innovative approach where specific immune cells, known as T-cells, are genetically modified outside the body to precisely identify and eliminate cancer cells. Among its prominent therapeutic candidates are: PBCAR0191, currently undergoing Phase 1/2a clinical trials for adult patients battling relapsed/refractory (R/R) non-Hodgkin lymphoma or R/R B-cell precursor acute lymphoblastic leukemia (B-ALL). PBCAR19B, an anti-CD19 CAR T candidate leveraging a "stealth cell" platform through a single-step gene edit, engineered to reduce the likelihood of chromosomal abnormalities. PBCAR269A, an investigational allogeneic CAR T immunotherapy formulated to target BCMA, intended for the treatment of R/R multiple myeloma. Precision BioSciences has strategically formed several collaborative alliances. These include an agreement with Les Laboratoires Servier for the development and commercialization of allogeneic chimeric antigen receptor T-cell therapies, aimed at various antigen targets, including hematological cancers beyond CD19, and solid tumors. The company is also partnering with Tiziana Life Sciences to assess foralumab, a fully human anti-CD3 monoclonal antibody, for its utility as a lymphodepleting agent in potential cancer treatments. Furthermore, a collaboration with iECURE, Inc. focuses on advancing ARCUS-based gene editing therapies. Established in 2006, Precision BioSciences, Inc. maintains its corporate headquarters in Durham, North Carolina.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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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
USD8.86 +0.28 (+3.22%)
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Volume Profile
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Liquidity & share structure
Average Volume
338.6K
Beta
1.28
Float Shares
9.85M
Free Float %
76.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+4.33% +9.77% +22.94% +107.07% +36.67% +97.12% +57.09% -63.36% -96.94% -98.43% -98.43%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (12 ratings, all time) Buy
Price Targets & DCF
Current price
8.86
Low 19.00 +114.5%
Consensus 19.00 +114.5%
Median 19.00 +114.5%
High 19.00 +114.5%
Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 4 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
19.00
+114.5%
Last Year 1
19.00
+114.5%
All Time 3
16.67
+88.2%
Quality scores
Altman Z-Score
-4.05
Distress
Piotroski F-Score
1 / 9
Weak
MOAT Score
0 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Biotechnology: +1.6%
    -50.1% Q1'26: +37,272.4% (vs Q1'25)
  • EPS growth Biotechnology: +29.7%
    -449.0% Q1'26: +37.1% (vs Q1'25)
  • FCF margin FCF growth · Biotechnology: +16.2%
    -220.7% Q1'26: -110.3% (vs Q1'25)
  • EBIT margin Biotechnology: +0.0%
    -152.2% Q1'26: -83.7% (vs Q1'25)
  • ROIC Biotechnology: -16.1%
    -953.2% Q1'26: -1,073.0% (vs Q1'25)
  • Share dilution Biotechnology: -3.4%
    +86.3% Q1'26: +43.1% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Biotechnology: 0.16×
    -0.58× Q1'26: -0.84× (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 (1.31) × ERP
WACC = 79% × Ke + 22% × Kd (4.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 8.86
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 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
1 EPS Ana.
Dec 2027
2 Rev. Ana.
2 EPS Ana.
Dec 2028
3 Rev. Ana.
3 EPS Ana.
Dec 2029
2 Rev. Ana.
1 EPS Ana.
Dec 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
22.24M
est: 22.71M (-2.1%)
24.29M
est: 21.26M (+14.2%)
115.53M
est: 116.73M (-1.0%)
25.10M
est: 21.58M (+16.3%)
48.73M
est: 87.64M (-44.4%)
68.70M
est: 72.30M (-5.0%)
34.26M
est: 9.14M (+274.9%)
20.48M
16.02M – 24.39M
+124.1% YoY
15.25M
11.92M – 18.16M
-25.6% YoY
15.73M
12.30M – 18.73M
+3.1% YoY
24.25M
18.96M – 28.87M
+54.2% YoY
110.82M
86.65M – 131.96M
+357.0% YoY
EBITDA
-87.38M
est: -11.97M (-629.8%)
-99.19M
est: -11.21M (-784.9%)
-20.27M
est: -61.54M (+67.1%)
-62.79M
est: -11.38M (-451.9%)
-32.04M
est: -46.21M (+30.7%)
13.53M
est: -38.12M (+135.5%)
-49.40M
est: -4.82M (-925.0%)
-10.80M
-12.86M – -8.45M
-124.1% YoY
-8.04M
-9.57M – -6.29M
+25.6% YoY
-8.29M
-9.87M – -6.48M
-3.1% YoY
-12.78M
-15.22M – -10.00M
-54.2% YoY
-58.43M
-69.57M – -45.69M
-357.0% YoY
EBIT
-92.70M
est: -13.45M (-589.4%)
-109.01M
est: -12.59M (-765.9%)
-30.47M
est: -69.11M (+55.9%)
-71.80M
est: -12.78M (-461.9%)
-40.30M
est: -51.89M (+22.3%)
8.95M
est: -42.81M (+120.9%)
-52.15M
est: -5.41M (-863.6%)
-12.13M
-14.44M – -9.48M
-124.1% YoY
-9.03M
-10.75M – -7.06M
+25.6% YoY
-9.31M
-11.09M – -7.28M
-3.1% YoY
-14.36M
-17.10M – -11.23M
-54.2% YoY
-65.61M
-78.13M – -51.31M
-357.0% YoY
Net Income
-92.88M
est: -466.21M (+80.1%)
-109.01M
est: -450.80M (+75.8%)
-30.60M
est: -129.68M (+76.4%)
-111.64M
est: -254.15M (+56.1%)
-61.32M
est: 40.04M (-253.2%)
7.17M
est: 850.4K (+742.8%)
-46.61M
est: -77.29M (+39.7%)
-33.04M
-41.98M – -24.10M
+57.3% YoY
-30.52M
-38.78M – -22.26M
+7.6% YoY
-32.02M
-40.18M – -23.86M
-4.9% YoY
-30.78M
-38.42M – -22.06M
+3.9% YoY
-9.23M
-11.53M – -6.62M
+70.0% YoY
SGA
27.03M
est: 21.75M (+24.3%)
36.05M
est: 20.36M (+77.0%)
39.67M
est: 111.80M (-64.5%)
41.28M
est: 20.67M (+99.7%)
39.09M
est: 74.41M (-47.5%)
35.30M
est: 61.39M (-42.5%)
32.24M
est: 7.76M (+315.4%)
17.39M
13.60M – 20.71M
+124.1% YoY
12.95M
10.12M – 15.42M
-25.6% YoY
13.35M
10.44M – 15.90M
+3.1% YoY
20.59M
16.10M – 24.51M
+54.2% YoY
94.09M
73.57M – 112.04M
+357.0% YoY
EPS
-59.50
est: -67.73 (+12.1%)
-62.85
est: -65.49 (+4.0%)
-15.60
est: -18.84 (+17.2%)
-38.10
est: -35.73 (-6.6%)
-15.96
est: 3.18 (-602.3%)
1.05
est: 0.07 (+1,455.6%)
-3.63
est: -6.14 (+40.8%)
-2.62
-3.27 – -1.88
+57.3% YoY
-2.42
-3.02 – -1.74
+7.6% YoY
-2.42
-3.13 – -1.86
+0.2% YoY
-2.40
-3.00 – -1.72
+0.7% YoY
-0.72
-0.90 – -0.52
+70.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-08 C 2/5 1/5 1/5 1/5 3/5 1/5 3/5
2026-05-07 C 2/5 1/5 1/5 1/5 3/5 1/5 3/5
2026-05-06 C 2/5 1/5 1/5 1/5 3/5 1/5 3/5
2026-05-05 C 2/5 1/5 1/5 1/5 3/5 1/5 3/5
2026-05-04 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-01 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-04-30 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-04-29 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-28 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-27 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-24 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-23 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-22 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-21 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-20 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-17 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-16 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-61.58M
OE per share TTM
-5.19
Owner's Yield
-58.55%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
46.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
8
Total invested
12.90M
Insider transactions (90d)
0
Beneficial owners (>5%)
25
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Novartis AG 12.41M 16.60% 12.41M 12.41M HC, CO Switzerland 2022-06-27
2 Novartis Pharma AG 12.41M 16.60% 12.41M 12.41M CO Switzerland 2022-06-27
3 Dr. Jeffrey R. Jay, M.D. 8.10M 7.30% 8.10M HC, IN USA 2023-02-27
4 Great Point Partners, LLC 8.10M 7.30% 8.10M IA, OO Delaware 2023-02-27
5 Mr. Ortav Yehudai 8.10M 7.30% 8.10M HC, IN Delaware 2023-02-27
6 Tang Capital Management, LLC 6.40M 5.20% 6.40M 6.40M OO DELAWARE 2024-02-05
7 Derek Jantz 4.29M 3.90% 4.29M 4.29M 4.29M IN U.S. 2022-08-31
8 Capital World Investors ** 4.06M 7.90% 4.06M 4.06M IA Delaware 2020-02-14
9 Eli Lilly and Company 3.76M 7.17% 3.76M 3.76M CO Indiana 2021-01-08
10 Corey Goodman 3.74M 7.20% 3.74M 3.74M IN 2020-06-08
11 Robert Adelman 3.74M 7.20% 3.74M 3.74M IN 2020-06-08
12 venBio Global Strategic Fund, L.P. 3.74M 7.20% 3.74M 3.74M PN 2020-06-08
13 venBio Global Strategic GP, L.P. 3.74M 7.20% 3.74M 3.74M PN 2020-06-08
14 The Vanguard Group - 23-1945930 3.24M 5.34% 93.1K IA Pennsylvania For 2022-02-10
15 (1) BlackRock, Inc. 2.38M 2.40% 2.29M 2.38M HC Delaware 2022-07-08
16 Aquilo Capital Management, LLC 662.7K 9.90% 662.7K IA, HC, OO Delaware 2024-03-18
17 Marc Schneidman 662.7K 9.90% 662.7K HC, IN United States 2024-03-18
18 00-0000000 511.1K 8.00% 511.1K 511.1K CO Cayman Islands 2024-03-11
19 EIN #00-0000000 511.1K 8.00% 511.1K 511.1K IA, HC Jersey, Channel Islands 2024-03-11
20 Joseph Edelman 500.0K 7.90% 500.0K 500.0K IN Delaware 2024-03-14
21 Perceptive Advisors LLC 500.0K 7.90% 500.0K 500.0K IA Delaware 2024-03-14
22 Perceptive Life Sciences Master Fund, Ltd. 500.0K 7.90% 500.0K 500.0K CO Delaware 2024-03-14
23 Aquilo Capital, L.P. 466.8K 7.10% 466.8K PN Delaware 2024-03-18
24 Highbridge Capital Management, LLC 406.3K 5.30% 406.3K IA, OO State of Delaware 2024-11-14
25 95-1411037 13.00 7.00% 4.27M 4.27M IA Delaware 2022-02-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
8
-59 vs prev Q
New positions
1
Closed positions
60
Increased
4
Reduced
0
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 EMPERY ASSET MANAGEMENT, LP 2.19M +2.2M (+100.0%) 9.13B +9.1B (+100.0%) 18.57% +18.570 pp 8.05% +8.051 pp USD4.16 +0.0% 1 qtrs NEW
2 ABRDN PLC 2.14M +2.1M (+100.0%) 8.90M +8.9M (+100.0%) 18.10% +18.096 pp 0.01% +0.014 pp USD4.16 +0.0% 1 qtrs NEW
3 OCTAGON CAPITAL ADVISORS LP 1.92M +1.9M (+100.0%) 7.98M +8.0M (+100.0%) 16.23% +16.229 pp 0.97% +0.969 pp USD4.16 +0.0% 1 qtrs NEW
4 BLEICHROEDER LP 1.66M +587.5K (+54.7%) 6.92M +982.0K (+16.5%) 14.07% +4.336 pp 1.22% +0.060 pp USD4.19 -0.7% 4 qtrs
5 BOOTHBAY FUND MANAGEMENT, LLC 1.07M +887.5K (+497.1%) 4.43M +3.4M (+350.0%) 9.02% +7.404 pp 0.07% +0.052 pp USD4.26 -2.3% 4 qtrs
6 1.0K +1.0K (+100.0%) 4.16M +4.2M (+100.0%) 0.01% +0.009 pp 0.00% +0.004 pp USD4.16 +0.0% 1 qtrs NEW
7 LYNX1 CAPITAL MANAGEMENT LP 993.9K -48.7K (-4.7%) 4.13M -1.6M (-28.2%) 8.41% -1.028 pp 0.84% -0.334 pp USD3.92 +6.1% 5 qtrs
8 VANGUARD GROUP INC 906.8K +414.2K (+84.1%) 3.77M +1.1M (+38.7%) 7.67% +3.214 pp 0.00% +0.000 pp USD7.53 -44.8% 8 qtrs
9 ALYESKA INVESTMENT GROUP, L.P. 798.0K +798.0K (+100.0%) 3.32M +3.3M (+100.0%) 6.75% +6.752 pp 0.01% +0.009 pp USD4.16 +0.0% 1 qtrs NEW
10 DRIEHAUS CAPITAL MANAGEMENT LLC 787.7K +787.7K (+100.0%) 3.28M +3.3M (+100.0%) 6.67% +6.665 pp 0.02% +0.022 pp USD4.16 +0.0% 1 qtrs NEW
11 SPHERA FUNDS MANAGEMENT LTD. 396.1K +396.1K (+100.0%) 1.65M +1.6M (+100.0%) 3.35% +3.352 pp 0.32% +0.319 pp USD4.16 +0.0% 1 qtrs NEW
12 RENAISSANCE TECHNOLOGIES LLC 326.5K +130.3K (+66.4%) 1.36M +275.2K (+25.4%) 2.76% +0.987 pp 0.00% +0.001 pp USD6.64 -37.3% 8 qtrs
13 GEODE CAPITAL MANAGEMENT, LLC 225.7K +116.1K (+106.0%) 938.8K +334.2K (+55.3%) 1.91% +0.918 pp 0.00% +0.000 pp USD6.65 -37.4% 8 qtrs
14 BLACKROCK, INC. 168.3K +69.6K (+70.5%) 700.3K +155.4K (+28.5%) 1.42% +0.531 pp 0.00% +0.000 pp USD6.06 -31.4% 6 qtrs
15 TWO SIGMA INVESTMENTS, LP 139.5K +56.4K (+67.9%) 580.4K +121.8K (+26.6%) 1.18% +0.428 pp 0.00% +0.000 pp USD4.87 -14.6% 4 qtrs
16 MORGAN STANLEY 99.8K +89.3K (+852.9%) 415.2K +357.4K (+618.1%) 0.84% +0.750 pp 0.00% +0.000 pp USD4.89 -14.9% 8 qtrs
17 683 CAPITAL MANAGEMENT, LLC 97.1K +97.1K (+100.0%) 403.9K +403.9K (+100.0%) 0.82% +0.822 pp 0.02% +0.018 pp USD4.16 +0.0% 1 qtrs NEW
18 COMMONWEALTH EQUITY SERVICES, LLC 93.3K +37.5K (+67.1%) 388.2K +80.2K (+26.0%) 0.79% +0.284 pp 0.00% +0.000 pp USD4.31 -3.5% 5 qtrs
19 NORTHERN TRUST CORP 86.5K +48.4K (+127.1%) 359.7K +149.6K (+71.2%) 0.73% +0.387 pp 0.00% +0.000 pp USD6.12 -32.0% 7 qtrs
20 TWO SIGMA ADVISERS, LP 83.4K +31.4K (+60.4%) 347.1K +60.0K (+20.9%) 0.71% +0.235 pp 0.00% +0.000 pp USD5.01 -17.0% 2 qtrs
21 MARSHALL WACE, LLP 70.9K +70.9K (+100.0%) 295.0K +295.0K (+100.0%) 0.60% +0.600 pp 0.00% +0.000 pp USD4.16 +0.0% 1 qtrs NEW
22 QUARRY LP 68.3K +8.9K (+15.1%) 284.2K -43.6K (-13.3%) 0.58% +0.041 pp 0.04% -0.027 pp USD4.19 -0.7% 3 qtrs
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 66.6K +66.6K (+100.0%) 277.0K +277.0K (+100.0%) 0.56% +0.563 pp 0.00% +0.000 pp USD4.16 +0.0% 1 qtrs NEW
24 QUADRATURE CAPITAL LTD 62.1K +48.2K (+344.7%) 258.5K +181.3K (+235.1%) 0.53% +0.399 pp 0.00% +0.002 pp USD4.47 -6.9% 2 qtrs
25 BRIDGEWAY CAPITAL MANAGEMENT, LLC 61.9K +— (+0.0%) 257.5K -84.2K (-24.6%) 0.52% -0.037 pp 0.01% -0.002 pp USD4.20 -1.0% 3 qtrs
26 UBS GROUP AG 61.3K +36.9K (+150.6%) 255.1K +120.0K (+88.8%) 0.52% +0.297 pp 0.00% +0.000 pp USD4.08 +2.0% 8 qtrs
27 OMERS ADMINISTRATION CORP 60.7K +60.7K (+100.0%) 252.5K +252.5K (+100.0%) 0.51% +0.514 pp 0.00% +0.002 pp USD4.16 +0.0% 1 qtrs NEW
28 STATE STREET CORP 59.0K +20.9K (+54.8%) 245.6K +35.1K (+16.7%) 0.50% +0.154 pp 0.00% +0.000 pp USD5.46 -23.8% 7 qtrs
29 ACADIAN ASSET MANAGEMENT LLC 56.3K -63.0K (-52.8%) 233.0K -425.0K (-64.6%) 0.48% -0.604 pp 0.00% -0.001 pp USD9.78 -57.5% 8 qtrs
30 TREXQUANT INVESTMENT LP 40.3K +40.3K (+100.0%) 167.5K +167.5K (+100.0%) 0.34% +0.341 pp 0.00% +0.002 pp USD4.16 +0.0% 1 qtrs NEW
31 GSA CAPITAL PARTNERS LLP 38.8K +21.0K (+118.8%) 161.0K +63.0K (+64.3%) 0.33% +0.168 pp 0.01% +0.006 pp USD4.78 -13.0% 2 qtrs
32 XTX TOPCO LTD 35.9K +35.9K (+100.0%) 149.5K +149.5K (+100.0%) 0.30% +0.304 pp 0.00% +0.004 pp USD4.16 +0.0% 1 qtrs NEW
33 JUMP FINANCIAL, LLC 35.8K +35.8K (+100.0%) 148.9K +148.9K (+100.0%) 0.30% +0.303 pp 0.00% +0.002 pp USD4.16 +0.0% 1 qtrs NEW
34 POINT72 ASSET MANAGEMENT, L.P. 29.6K +29.6K (+100.0%) 123.2K +123.2K (+100.0%) 0.25% +0.251 pp 0.00% +0.000 pp USD4.16 +0.0% 1 qtrs NEW
35 DIMENSIONAL FUND ADVISORS LP 23.8K -19.9K (-45.6%) 98.8K -142.1K (-59.0%) 0.20% -0.194 pp 0.00% +0.000 pp USD3.81 +9.2% 5 qtrs
36 VELAN CAPITAL INVESTMENT MANAGEMENT LP 20.0K +— (+0.0%) 83.2K -27.2K (-24.6%) 0.17% -0.012 pp 0.05% -0.055 pp USD5.52 -24.6% 2 qtrs
37 CITADEL ADVISORS LLC 15.7K -6.4K (-28.9%) 65.5K -56.7K (-46.4%) 0.13% -0.067 pp 0.00% +0.000 pp USD5.52 -24.6% 2 qtrs
38 MILLER FINANCIAL SERVICES LLC 15.0K +5.0K (+50.0%) 62.4K +7.2K (+13.0%) 0.13% +0.036 pp 0.07% +0.009 pp USD4.57 -9.0% 4 qtrs
39 LPL FINANCIAL LLC 14.0K +2.0K (+16.6%) 58.4K -8.1K (-12.1%) 0.12% +0.010 pp 0.00% +0.000 pp USD4.19 -0.7% 3 qtrs
40 OCCUDO QUANTITATIVE STRATEGIES LP 12.6K +12.6K (+100.0%) 52.3K +52.3K (+100.0%) 0.11% +0.106 pp 0.00% +0.004 pp USD4.16 +0.0% 1 qtrs NEW
41 ENGINEERS GATE MANAGER LP 10.4K +10.4K (+100.0%) 43.1K +43.1K (+100.0%) 0.09% +0.088 pp 0.00% +0.001 pp USD4.16 +0.0% 1 qtrs NEW
42 BANK OF AMERICA CORP /DE/ 10.2K +10.0K (+4,872.8%) 42.6K +41.5K (+3,644.7%) 0.09% +0.085 pp 0.00% +0.000 pp USD4.31 -3.5% 8 qtrs
43 CI PRIVATE WEALTH, LLC 10.0K +— (+0.0%) 41.6K -13.6K (-24.6%) 0.08% -0.006 pp 0.00% +0.000 pp USD4.20 -1.0% 8 qtrs
44 HBK SORCE ADVISORY LLC 10.0K +10.0K (+100.0%) 38.1K +38.1K (+100.0%) 0.08% +0.085 pp 0.00% +0.001 pp USD4.16 +0.0% 1 qtrs NEW
45 BARCLAYS PLC 5.2K +2.3K (+81.6%) 21.7K -4.0K (-15.7%) 0.04% +0.018 pp 0.00% +0.000 pp USD5.63 -26.1% 8 qtrs
46 ALLWORTH FINANCIAL LP 4.8K +— (+0.0%) 19.8K -6.5K (-24.6%) 0.04% -0.003 pp 0.00% +0.000 pp USD15.37 -72.9% 8 qtrs
47 VIVO CAPITAL, LLC 4.7K +— (+0.0%) 19.4K -6.4K (-24.6%) 0.04% -0.003 pp 0.00% -0.001 pp USD15.37 -72.9% 8 qtrs
48 SIMPLEX TRADING, LLC 3.4K +3.4K (+100.0%) 14.2K +14.2K (+100.0%) 0.03% +0.029 pp 0.00% +0.000 pp USD4.16 +0.0% 1 qtrs NEW
49 NEWBRIDGE FINANCIAL SERVICES GROUP, INC. 1.6K +— (+0.0%) 6.7K -2.2K (-24.6%) 0.01% -0.001 pp 0.00% 0.000 pp USD3.81 +9.2% 5 qtrs
50 ROCKEFELLER CAPITAL MANAGEMENT L.P. 1.0K +— (+0.0%) 4.2K -1.4K (-24.6%) 0.01% -0.001 pp 0.00% +0.000 pp USD5.52 -24.6% 2 qtrs
51 CWM, LLC 1.0K +— (+0.0%) 4.0K -2.0K (-33.3%) 0.01% -0.001 pp 0.00% +0.000 pp USD3.81 +9.2% 5 qtrs
52 ROYAL BANK OF CANADA 527.00 +527.0 (+100.0%) 2.0K +2.0K (+100.0%) 0.00% +0.005 pp 0.00% +0.000 pp USD4.16 +0.0% 6 qtrs
53 SBI SECURITIES CO., LTD. 468.00 -338.0 (-41.9%) 1.9K -2.5K (-56.2%) 0.00% -0.003 pp 0.00% 0.000 pp USD4.55 -8.6% 5 qtrs
54 RHUMBLINE ADVISERS 275.00 +— (+0.0%) 1.1K -374.0 (-24.6%) 0.00% 0.000 pp 0.00% +0.000 pp USD8.96 -53.6% 6 qtrs
55 SOUTHSTATE CORP 95.00 +— (+0.0%) 395.00 -129.0 (-24.6%) 0.00% 0.000 pp 0.00% +0.000 pp USD9.88 -57.9% 7 qtrs
56 ADVISOR GROUP HOLDINGS, INC. 91.00 +— (+0.0%) 378.00 -113.0 (-23.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD4.43 -6.1% 8 qtrs
57 BNP PARIBAS ARBITRAGE, SNC 82.00 +— (+0.0%) 341.00 -112.0 (-24.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD11.68 -64.4% 8 qtrs
58 WELLS FARGO & COMPANY/MN 35.00 +— (+0.0%) 146.00 -47.0 (-24.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.91 -58.0% 8 qtrs
59 NEWEDGE ADVISORS, LLC 22.00 +— (+0.0%) 90.00 -30.0 (-25.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD15.32 -72.8% 8 qtrs
60 JONES FINANCIAL COMPANIES LLLP 13.00 -127.0 (-90.7%) 54.00 -654.0 (-92.4%) 0.00% -0.001 pp 0.00% +0.000 pp USD4.85 -14.2% 3 qtrs
61 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 12.00 +— (+0.0%) 50.00 -16.0 (-24.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD15.33 -72.9% 8 qtrs
62 FARTHER FINANCE ADVISORS, LLC 10.00 +10.0 (+100.0%) 42.00 +42.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.10 +1.5% 1 qtrs NEW
63 JPMORGAN CHASE & CO 8.00 +— (+0.0%) 33.00 -11.0 (-25.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD15.25 -72.7% 8 qtrs
64 INVESTORS RESEARCH CORP 8.00 +— (+0.0%) 33.00 -11.0 (-25.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD15.25 -72.7% 8 qtrs
65 MAI CAPITAL MANAGEMENT 7.00 +— (+0.0%) 30.00 -9.0 (-23.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.71 +12.1% 5 qtrs
66 HARBOUR INVESTMENTS, INC. 3.00 +— (+0.0%) 12.00 -5.0 (-29.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.67 -57.0% 7 qtrs
67 AVION WEALTH -203.0 (-100.0%) -1.0K (-100.0%) 0.00% -0.002 pp 0.00% 0.000 pp USD 2 qtrs SOLD
68 PHYSICIAN WEALTH ADVISORS, INC. -196.0 (-100.0%) -1.1K (-100.0%) 0.00% -0.002 pp 0.00% 0.000 pp USD 2 qtrs SOLD
69 TANG CAPITAL MANAGEMENT LLC -653.6K (-100.0%) -3.6M (-100.0%) 0.00% -5.917 pp 0.00% -0.139 pp USD 8 qtrs SOLD
70 TEJARA CAPITAL LTD -58.8K (-100.0%) -324.3K (-100.0%) 0.00% -0.532 pp 0.00% -0.169 pp USD 8 qtrs SOLD
71 NATIONAL BANK OF CANADA /FI/ -7.6K (-100.0%) -41.4K (-100.0%) 0.00% -0.069 pp 0.00% +0.000 pp USD 5 qtrs SOLD
72 RISE ADVISORS, LLC -206.0 (-100.0%) -1.1K (-100.0%) 0.00% -0.002 pp 0.00% 0.000 pp USD 2 qtrs SOLD
73 VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC -13.1K (-100.0%) -72.5K (-100.0%) 0.00% -0.119 pp 0.00% -0.001 pp USD 2 qtrs SOLD
74 VIRTU FINANCIAL LLC -15.2K (-100.0%) -84.0K (-100.0%) 0.00% -0.137 pp 0.00% -0.005 pp USD 2 qtrs SOLD
75 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) -69.0 (-100.0%) -381.0 (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 8 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 42 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Invesco NASDAQ Future Gen 200 ETF QQQS 0.63% 137.9K 0.20%
2 iShares Micro-Cap ETF IWC 0.05% 705.7K 0.60%
3 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.03% 296.8K 0.20%
4 iShares Russell 2000 Value ETF IWN 0.01% 1.91M 0.24%
5 Fidelity Enhanced Small Cap ETF FESM 0.01% 520.2K 0.28%
6 Global X - Russell 2000 ETF RSSL 0.01% 98.3K 0.08%
7 Invesco Russell 2000 UCITS ETF RTYS.L 0.01% 21.2K 0.25%
8 iShares Russell 2000 BuyWrite ETF IWMW 0.01% 3.4K 0.39%
9 iShares Russell 2000 ETF IWM 0.01% 5.02M 0.19%
10 Xtrackers Russell 2000 UCITS ETF 1C XRSU.L 0.01% 172.5K 0.30%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.67
Neutral
Ratio by volume
0.76
Neutral
Buys
16
Sells
24
Shares acquired
342.9K
Shares disposed
450.6K
Cash buys
Cash sales
8.00
Net activity
-107,624
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-02-18 Scimeca Dario Officer S-Sale D Common Stock 4,925 3.84 18.9K 56,457 D
2026-02-18 SMITH J. JEFFERSON Officer S-Sale D Common Stock 4,925 3.84 18.9K 121,926 D
2026-02-18 Kelly John Alexander Officer S-Sale D Common Stock 8,149 3.84 31.3K 125,883 D
2026-02-18 Amoroso Michael Director / Officer S-Sale D Common Stock 20,559 3.84 78.9K 243,392 D
2026-02-17 Scimeca Dario Officer M-Exempt A Common Stock 16,667 0.00 61,382 D
2026-02-17 SMITH J. JEFFERSON Officer M-Exempt A Common Stock 16,667 0.00 126,851 D
2026-02-17 Kelly John Alexander Officer M-Exempt A Common Stock 27,584 0.00 134,032 D
2026-02-17 Amoroso Michael Director / Officer M-Exempt A Common Stock 67,797 0.00 263,951 D
2026-01-22 Amoroso Michael Director / Officer S-Sale D Common Stock 34,799 4.17 145.1K 196,154 D
2026-01-21 Scimeca Dario Officer S-Sale D Common Stock 8,854 4.03 35.7K 44,715 D
2026-01-21 SMITH J. JEFFERSON Officer S-Sale D Common Stock 10,200 4.03 41.1K 110,184 D
2026-01-21 Kelly John Alexander Officer S-Sale D Common Stock 15,213 4.03 61.3K 106,448 D
2026-01-20 Scimeca Dario Officer M-Exempt D Restricted Stock Units 1,978 0.00 0 D
2026-01-20 SMITH J. JEFFERSON Officer M-Exempt A Common Stock 2,500 0.00 93,718 D
2026-01-20 Kelly John Alexander Officer M-Exempt A Common Stock 26,575 0.00 121,661 D
2026-01-20 Amoroso Michael Director / Officer M-Exempt D Restricted Stock Units 8,888 0.00 0 D
2025-12-16 Germano Geno J Director P-Purchase A Common Stock 3,000 4.72 14.2K 23,883 D
2025-12-16 Frankel Stanley Director P-Purchase A Common Stock 2,700 4.70 12.7K 19,478 D
2025-12-15 Brown Melinda Director P-Purchase A Common Stock 1,381 4.97 6.9K 23,346 D
2025-11-03 Scimeca Dario Officer S-Sale D Common Stock 665 6.49 4.3K 28,258 D
2025-11-03 Kelly John Alexander Officer S-Sale D Common Stock 1,303 6.49 8.5K 77,298 D
2025-11-03 Amoroso Michael Director / Officer M-Exempt D Restricted Stock Units 9,444 0.00 0 D
2025-11-02 Scimeca Dario Officer M-Exempt D Restricted Stock Units 1,835 0.00 0 D
2025-11-02 Kelly John Alexander Officer M-Exempt D Restricted Stock Units 3,605 0.00 0 D
2025-11-02 Amoroso Michael Director / Officer M-Exempt A Common Stock 9,444 0.00 118,984 D
2025-09-26 Frankel Stanley Director P-Purchase A Common Stock 2,700 4.97 13.4K 16,778 D
2025-09-22 Brown Melinda Director P-Purchase A Common Stock 1,400 4.89 6.8K 21,965 D
2025-07-03 Kelly John Alexander Officer S-Sale D Common Stock 14,827 4.26 63.2K 73,485 D
2025-06-25 Buehler Kevin Director P-Purchase A Common Stock 5,076 4.16 21.1K 28,137 D
2025-06-25 Brown Melinda Director P-Purchase A Common Stock 1,682 4.14 7.0K 20,565 D
2025-06-03 Pire Shari Lisa Director A-Award A Restricted Stock Units 21,000 0.00 21,000 D
2025-06-03 Germano Geno J Director A-Award A Restricted Stock Units 21,000 0.00 21,000 D
2025-06-03 Frankel Stanley Director A-Award A Restricted Stock Units 21,000 0.00 21,000 D
2025-06-03 Buehler Kevin Director A-Award A Restricted Stock Units 21,000 0.00 21,000 D
2025-06-03 Brown Melinda Director A-Award A Restricted Stock Units 21,000 0.00 21,000 D
2025-06-02 Scimeca Dario Officer A-Award A Restricted Stock Units 50,000 0.00 50,000 D
2025-06-02 SMITH J. JEFFERSON Officer A-Award A Restricted Stock Units 50,000 0.00 50,000 D
2025-06-02 Kelly John Alexander Officer A-Award A Restricted Stock Units 82,750 0.00 82,750 D
2025-06-02 Amoroso Michael Director / Officer A-Award A Restricted Stock Units 203,390 0.00 203,390 D
2025-05-27 Pire Shari Lisa Director M-Exempt A Common Stock 9,826 0.00 14,028 D
2025-05-27 Germano Geno J Director M-Exempt D Restricted Stock Units 9,826 0.00 0 D
2025-05-27 Frankel Stanley Director M-Exempt D Restricted Stock Units 9,826 0.00 0 D
2025-05-27 Buehler Kevin Director M-Exempt A Common Stock 9,826 0.00 23,061 D
2025-05-27 Brown Melinda Director M-Exempt D Restricted Stock Units 9,826 0.00 0 D
2025-03-26 Buehler Kevin Director P-Purchase A Common Stock 4,523 4.67 21.1K 13,235 D
2025-03-26 Brown Melinda Director P-Purchase A Common Stock 1,839 4.75 8.7K 9,057 D
2025-03-25 Germano Geno J Director P-Purchase A Common Stock 3,250 5.30 17.2K 11,057 D
2025-03-24 Amoroso Michael Director / Officer S-Sale D Common Stock 964 5.56 5.4K 109,540 D
2025-03-21 Amoroso Michael Director / Officer M-Exempt A Common Stock 3,417 0.00 110,504 D
2025-03-04 Scimeca Dario Officer S-Sale D Common Stock 272 4.91 1.3K 25,000 D
2025-03-04 SMITH J. JEFFERSON Officer S-Sale D Common Stock 154 4.91 756.14 87,805 D
2025-03-03 Scimeca Dario Officer M-Exempt D Restricted Stock Units 919 0.00 0 D
2025-03-03 SMITH J. JEFFERSON Officer M-Exempt A Common Stock 519 0.00 87,959 D
2025-03-03 Kelly John Alexander Officer M-Exempt D Restricted Stock Units 1,702 0.00 0 D
2025-01-22 Scimeca Dario Officer S-Sale D Common Stock 8,928 4.79 42.8K 24,353 D
2025-01-22 SMITH J. JEFFERSON Officer S-Sale D Common Stock 10,287 4.79 49.3K 87,440 D
2025-01-21 Amoroso Michael Director / Officer S-Sale D Common Stock 36,838 4.67 172.0K 107,087 D
2025-01-20 Scimeca Dario Officer M-Exempt D Restricted Stock Units 8,427 0.00 16,850 D
2025-01-20 SMITH J. JEFFERSON Officer M-Exempt D Restricted Stock Units 2,500 0.00 2,500 D
2025-01-20 Kelly John Alexander Officer M-Exempt D Restricted Stock Units 3,889 0.00 3,888 D
2025-01-20 Amoroso Michael Director / Officer M-Exempt A Common Stock 115,388 0.00 143,925 D
2024-12-30 Germano Geno J Director P-Purchase A Common Stock 3,605 4.49 16.2K 7,807 D
2024-12-27 Kelly John Alexander Officer P-Purchase A Common Stock 2,113 4.75 10.0K 40,186 D
2024-12-27 Buehler Kevin Director P-Purchase A Common Stock 4,320 4.88 21.1K 8,712 D
2024-12-26 Brown Melinda Director P-Purchase A Common Stock 3,016 4.55 13.7K 7,218 D
2024-11-21 Kelly John Alexander Officer P-Purchase A Common Stock 3,000 6.76 20.3K 38,073 D
2024-11-04 Scimeca Dario Officer S-Sale D Common Stock 588 8.19 4.8K 7,969 D
2024-11-04 Amoroso Michael Director / Officer S-Sale D Common Stock 3,012 8.19 24.7K 28,537 D
2024-11-02 Scimeca Dario Officer M-Exempt A Common Stock 1,836 0.00 8,557 D
2024-11-02 Kelly John Alexander Officer M-Exempt D Restricted Stock Units 3,605 0.00 3,605 D
2024-11-02 Amoroso Michael Director / Officer M-Exempt A Common Stock 9,443 0.00 31,549 D
2024-08-22 Scimeca Dario Officer A-Award A Restricted Stock Units 44,723 0.00 44,723
2024-08-22 SMITH J. JEFFERSON Officer A-Award A Restricted Stock Units 48,657 0.00 48,657
2024-08-22 Kelly John Alexander Officer A-Award A Restricted Stock Units 79,725 0.00 79,725
2024-08-22 Amoroso Michael Director / Officer A-Award A Restricted Stock Units 208,263 0.00 208,263
2024-06-10 Scimeca Dario Officer S-Sale D Common Stock 93 11.79 1.1K 6,721
2024-06-10 SMITH J. JEFFERSON Officer S-Sale D Common Stock 50 11.79 589.50 68,559
2024-06-07 Scimeca Dario Officer M-Exempt A Common Stock 301 0.00 6,814
2024-06-07 SMITH J. JEFFERSON Officer M-Exempt A Common Stock 163 0.00 68,609
2024-06-07 Kelly John Alexander Officer M-Exempt A Common Stock 454 0.00 31,468
2024-06-04 Wadsworth Samuel C. Director A-Award A Restricted Stock Units 9,826 0.00 9,826
2024-06-04 Pire Shari Lisa Director A-Award A Restricted Stock Units 9,826 0.00 9,826
2024-06-04 Germano Geno J Director A-Award A Restricted Stock Units 9,826 0.00 9,826
2024-06-04 Frankel Stanley Director A-Award A Restricted Stock Units 9,826 0.00 9,826
2024-06-04 Buehler Kevin Director A-Award A Restricted Stock Units 9,826 0.00 9,826
2024-06-04 Brown Melinda Director A-Award A Restricted Stock Units 9,826 0.00 9,826
2024-05-08 Scimeca Dario Officer A-Award A Common Stock 833 12.00 10.0K 6,513
2024-05-08 SMITH J. JEFFERSON Officer A-Award A Common Stock 833 12.00 10.0K 68,446
2024-05-08 Kelly John Alexander Officer A-Award A Common Stock 8,334 12.00 100.0K 31,014
2024-05-08 Amoroso Michael Director / Officer A-Award A Common Stock 8,334 12.00 100.0K 22,106
2024-05-04 Wadsworth Samuel C. Director M-Exempt D Restricted Stock Units 4,202 0.00 0
2024-05-04 Pire Shari Lisa Director M-Exempt A Common Stock 4,202 0.00 4,202
2024-05-04 Germano Geno J Director M-Exempt A Common Stock 4,202 0.00 4,202
2024-05-04 Frankel Stanley Director M-Exempt D Restricted Stock Units 4,202 0.00 0
2024-05-04 Buehler Kevin Director M-Exempt A Common Stock 4,202 0.00 4,392
2024-05-04 Brown Melinda Director M-Exempt D Restricted Stock Units 4,202 0.00 0
2024-05-02 Scimeca Dario Officer S-Sale D Common Stock 272 10.32 2.8K 5,680
2024-05-02 SMITH J. JEFFERSON Officer S-Sale D Common Stock 154 10.32 1.6K 67,613
2024-05-02 List Alan Officer S-Sale D Common Stock 290 10.32 3.0K 4,488
2024-05-02 Amoroso Michael Director / Officer S-Sale D Common Stock 1,526 10.32 15.7K 13,772
2024-05-01 Scimeca Dario Officer M-Exempt A Common Stock 918 0.00 5,952
2024-05-01 SMITH J. JEFFERSON Officer M-Exempt D Restricted Stock Units 519 0.00 519
2024-05-01 List Alan Officer M-Exempt A Common Stock 982 0.00 4,778
2024-05-01 Kelly John Alexander Officer M-Exempt D Restricted Stock Units 1,702 0.00 1,702
2024-05-01 Amoroso Michael Director / Officer M-Exempt D Restricted Stock Units 3,417 0.00 3,417
2024-04-30 List Alan Officer S-Sale D Common Stock 238 10.03 2.4K 3,796
2024-04-26 List Alan Officer M-Exempt A Common Stock 868 0.00 4,034
2024-04-18 Scimeca Dario Officer A-Award A Restricted Stock Units 25,277 0.00 25,277
2024-04-18 SMITH J. JEFFERSON Officer A-Award A Restricted Stock Units 31,343 0.00 31,343
2024-04-18 Kelly John Alexander Officer A-Award A Restricted Stock Units 41,705 0.00 41,705
2024-04-18 Amoroso Michael Director / Officer A-Award A Restricted Stock Units 111,217 0.00 111,217
2024-02-29 SMITH J. JEFFERSON Officer A-Award A Common Stock 1,006 12.42 12.5K 67,248
2024-02-29 Kelly John Alexander Officer A-Award A Common Stock 506 18.50 9.4K 20,978
2024-01-23 SMITH J. JEFFERSON Officer S-Sale D Common Stock 28,000 0.37 10.4K 1,987,269
2024-01-22 Scimeca Dario Officer S-Sale D Common Stock 21,287 0.36 7.7K 151,028
2024-01-22 List Alan Officer S-Sale D Common Stock 21,526 0.36 7.7K 94,982
2024-01-22 Amoroso Michael Director / Officer S-Sale D Common Stock 137,390 0.36 49.5K 356,433
2024-01-20 Scimeca Dario Officer M-Exempt D Restricted Stock Units 59,345 0.00 118,655
2024-01-20 SMITH J. JEFFERSON Officer M-Exempt D Restricted Stock Units 75,015 0.00 149,985
2024-01-20 List Alan Officer M-Exempt D Restricted Stock Units 60,012 0.00 119,988
2024-01-20 Kelly John Alexander Officer M-Exempt D Restricted Stock Units 116,690 0.00 233,310
2024-01-20 Amoroso Michael Director / Officer M-Exempt A Common Stock 266,720 0.00 493,823
2023-11-03 Scimeca Dario Officer S-Sale D Common Stock 16,023 0.40 6.4K 112,970
2023-11-03 Amoroso Michael Director / Officer S-Sale D Common Stock 125,025 0.40 50.0K 227,103
2023-11-02 Scimeca Dario Officer M-Exempt A Common Stock 55,077 0.00 128,993
2023-11-02 Kelly John Alexander Officer M-Exempt A Common Stock 108,188 0.00 497,479
2023-11-02 Amoroso Michael Director / Officer M-Exempt D Restricted Stock Units 283,390 0.00 566,610
2023-08-31 Scimeca Dario Officer A-Award A Common Stock 5,443 0.39 2.1K 73,916
2023-08-31 SMITH J. JEFFERSON Officer A-Award A Common Stock 5,175 0.39 2.0K 1,940,254
2023-08-31 Kelly John Alexander Officer A-Award A Common Stock 5,951 0.39 2.3K 389,291
2023-08-18 Kelly John Alexander Officer A-Award A Common Stock 90,000 0.48 43.2K 383,340
2023-06-08 Scimeca Dario Officer S-Sale D Common Stock 13,361 0.75 10.0K 68,473
2023-06-07 Scimeca Dario Officer M-Exempt D Restricted Stock Units 22,727 0.00 0
2023-06-07 SMITH J. JEFFERSON Officer M-Exempt D Restricted Stock Units 4,872 0.00 4,872
2023-06-07 Kelly John Alexander Officer M-Exempt D Restricted Stock Units 34,091 0.00 0
2023-06-07 Barton Shane Officer M-Exempt D Restricted Stock Units 6,060 0.00 6,060
2023-05-04 Wadsworth Samuel C. Director A-Award A Restricted Stock Units 126,075 0.00 126,075
2023-05-04 Pire Shari Lisa Director A-Award A Restricted Stock Units 126,075 0.00 126,075
2023-05-04 Germano Geno J Director A-Award A Restricted Stock Units 126,075 0.00 126,075
2023-05-04 Frankel Stanley Director A-Award A Restricted Stock Units 126,075 0.00 126,075
2023-05-04 Buehler Kevin Director A-Award A Restricted Stock Units 126,075 0.00 126,075
2023-05-04 Brown Melinda Director A-Award A Restricted Stock Units 126,075 0.00 126,075
2023-04-27 List Alan Officer S-Sale D Common Stock 7,771 0.79 6.1K 56,496
2023-04-26 List Alan Officer M-Exempt A Common Stock 26,027 0.00 64,267
2023-04-11 Buehler Kevin Director M-Exempt A Common Stock 5,701 0.00 5,701
2023-03-22 Amoroso Michael Director / Officer S-Sale D Common Stock 46,999 0.82 38.5K 68,738
2023-03-21 Amoroso Michael Director / Officer M-Exempt A Common Stock 102,535 0.00 115,737
2023-03-17 Kelly John Alexander Officer P-Purchase A Common Stock 20,000 0.86 17.2K 245,614
2023-03-06 Scimeca Dario Officer S-Sale D Common Stock 12,172 1.07 13.0K 50,063
2023-03-06 List Alan Officer S-Sale D Common Stock 9,473 1.07 10.1K 38,240
2023-03-03 Scimeca Dario Officer M-Exempt D Restricted Stock Units 27,558 0.00 55,101
2023-03-03 SMITH J. JEFFERSON Officer M-Exempt A Common Stock 15,576 0.00 1,930,207
2023-03-03 List Alan Officer M-Exempt A Restricted Stock Units 29,453 0.00 58,890
2023-03-03 Kelly John Alexander Officer M-Exempt D Restricted Stock Units 51,071 0.00 102,114
2023-03-03 Barton Shane Officer M-Exempt D Restricted Stock Units 12,722 0.00 25,439
2023-02-28 Scimeca Dario Officer A-Award A Common Stock 2,163 0.95 2.1K 34,677
2023-02-28 SMITH J. JEFFERSON Officer A-Award A Common Stock 12,157 0.95 11.5K 1,914,631
2023-02-28 Kelly John Alexander Officer A-Award A Common Stock 11,605 0.95 11.0K 174,543
2023-01-20 Scimeca Dario Officer A-Award A Restricted Stock Units 178,000 0.00 178,000
2023-01-20 SMITH J. JEFFERSON Officer A-Award A Restricted Stock Units 225,000 0.00 225,000
2023-01-20 List Alan Officer A-Award A Restricted Stock Units 180,000 0.00 180,000
2023-01-20 Kelly John Alexander Officer A-Award A Restricted Stock Units 350,000 0.00 350,000
2023-01-20 Barton Shane Officer A-Award A Restricted Stock Units 70,000 0.00 70,000
2023-01-20 Amoroso Michael Officer A-Award A Restricted Stock Units 800,000 0.00 800,000
2022-11-02 Scimeca Dario Officer A-Award A Restricted Stock Units 165,200 0.00 165,200
2022-11-02 Kelly John Alexander Officer A-Award A Restricted Stock Units 324,500 0.00 324,500
2022-11-02 Amoroso Michael Officer A-Award A Restricted Stock Units 850,000 0.00 850,000
2022-10-24 Amoroso Michael Officer A-Award A Stock Option (Right to Buy) 250,000 0.00 250,000
2022-10-17 Amoroso Michael Officer S-Sale D Common Stock 11,006 1.32 14.5K 13,202
2022-10-15 Amoroso Michael Officer M-Exempt A Common Stock 24,208 0.00 24,208
2022-09-23 Kelly John Alexander Officer P-Purchase A Common Stock 8,200 1.23 10.1K 162,938
2022-09-22 Kelly John Alexander Officer P-Purchase A Common Stock 37,037 1.34 49.6K 154,738
2022-09-01 SMITH J. JEFFERSON Officer D Employee Stock Option (Right to Buy) 23,422 1.18 27.6K 0
2022-06-22 Kelly John Alexander Officer P-Purchase A Common Stock 33,784 1.50 50.7K 117,701
2022-06-15 NOVARTIS PHARMA AG 10% Owner D Common Stock 0 0.00 12,407,440
2022-06-07 Scimeca Dario Officer M-Exempt A Common Stock 9,047 0.00 42,347
2022-06-07 Kelly John Alexander Officer M-Exempt D Restricted Stock Units 13,638 0.00 27,270
2022-06-07 JANTZ DEREK Officer M-Exempt D Restricted Stock Units 12,199 0.00 24,391
2022-06-07 Barton Shane Officer M-Exempt D Restricted Stock Units 6,061 0.00 12,120
2022-05-26 Brown Melinda Director A-Award A Stock Option (Right to Buy) 376,683 1.55 583.9K 376,683
2022-05-10 Wadsworth Samuel C. Director A-Award A Stock Option (Right to Buy) 156,951 0.00 156,951
2022-05-10 Schinazi Raymond F Director A-Award A Stock Option (Right to Buy) 156,951 0.00 156,951
2022-05-10 Pire Shari Lisa Director A-Award A Stock Option (Right to Buy) 156,951 0.00 156,951
2022-05-10 Germano Geno J Director A-Award A Stock Option (Right to Buy) 156,951 0.00 156,951
2022-05-10 Frankel Stanley Director A-Award A Stock Option (Right to Buy) 156,951 0.00 156,951
2022-05-10 Buehler Kevin Director A-Award A Stock Option (Right to Buy) 156,951 0.00 156,951
2022-04-26 List Alan Officer M-Exempt D Restricted Stock Units 26,035 0.00 52,055
2022-04-11 Buehler Kevin Director A-Award A Stock Option (Right to Buy) 8,763 2.85 25.0K 8,763
2022-03-21 Amoroso Michael Director / Officer A-Award A Employee Stock Option (Right to Buy) 482,771 3.05 1.47M 482,771
2022-03-17 Kelly John Alexander Officer P-Purchase A Common Stock 16,677 3.08 51.4K 36,189
2022-03-03 Scimeca Dario Officer A-Award A Restricted Stock Units 82,659 0.00 82,659
2022-03-03 List Alan Officer A-Award A Employee Stock Option (Right to Buy) 140,299 0.00 140,299
2022-03-03 Kelly John Alexander Officer A-Award A Restricted Stock Units 153,185 0.00 153,185
2022-03-03 JANTZ DEREK Director / Officer A-Award A Employee Stock Option (Right to Buy) 156,271 4.08 637.6K 156,271
2022-03-03 Barton Shane Officer A-Award A Restricted Stock Units 38,161 0.00 38,161
2022-02-28 Scimeca Dario Officer A-Award A Common Stock 2,049 3.61 7.4K 10,573
2022-02-28 Kelly John Alexander Officer A-Award A Common Stock 2,714 3.61 9.8K 19,512
2022-02-28 Barton Shane Officer A-Award A Common Stock 761 3.61 2.7K 2,659
2022-02-22 JANTZ DEREK Director / Officer M-Exempt D Employee Stock Option (Right to Buy) 21,514 0.04 860.56 193,626
2021-11-08 Wadsworth Samuel C. Director 0 0.00 0

Executive team

Top executives
EBIT / Employee
-482.9K
Shares Outstanding
12.83M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Michael Amoroso President, Chief Executive Officer and Director 650.9K 451.3K 1.03M 62.2K 2.19M 46.82%
2 2025 Alex Kelly Chief Financial Officer 472.5K 222.2K 417.1K 22.3K 1.13M 36.77%
3 2025 Dario Scimeca General Counsel and Secretary 445.9K 193.6K 252.0K 20.2K 911.6K 27.64%
4 2024 Michael Amoroso President, Chief Executive Officer and Director 635.0K 400.1K 3.22M 59.3K 4.31M 74.61%
5 2024 Alex Kelly Chief Financial Officer 461.0K 191.8K 1.22M 18.6K 1.89M 64.54%
6 2024 Jeff Smith, Ph.D. Chief Research Officer 400.0K 230.6K 808.9K 9.6K 1.45M 55.82%
7 2023 Michael Amoroso President, Chief Executive Officer and Director 629.9K 381.0K 968.0K 60.4K 2.04M 47.47%
8 2023 Alex Kelly Chief Financial Officer 457.7K 184.4K 423.5K 18.8K 1.08M 39.05%
9 2023 Alan List, M.D. Chief Medical Officer 475.7K 191.2K 217.8K 25.3K 910.0K 23.93%
10 2022 Michael Amoroso President, Chief Executive Officer and Director 603.6K 351.8K 2.12M 1.27M 23.7K 4.37M 77.59%
11 2022 Alex Kelly Chief Financial Officer 437.5K 173.9K 1.08M 679.2K 12.1K 2.38M 73.79%
12 2022 Dario Scimeca General Counsel and Secretary 409.0K 160.5K 566.9K 366.5K 7.0K 1.51M 61.82%
13 2021 Michael Amoroso President, Chief Executive Officer and Director 127.3K 275.0K 237.0K 5.35M 5.98M 93.28%
14 2021 Alex Kelly Chief Financial Officer 420.0K 144.7K 1.24M 1.39M 126.4K 3.32M 79.18%
15 2021 Derek Jantz, Ph.D. Chief Scientific Officer and Director 445.0K 140.3K 1.09M 1.22M 12.1K 2.90M 79.42%
16 2021 Matthew Kane Former President, Chief Executive Officer and Director 444.4K 146.9K 266.5K 857.8K 0.00%
17 2020 Matthew Kane President and Chief Executive Officer 523.0K 198.7K 1.10M 11.8K 1.84M 60.06%
18 2020 Matthew Kane Former President, Chief Executive Officer and Director 523.0K 198.7K 1.10M 11.8K 1.84M 60.06%
19 2020 David Thomson, Ph.D. Chief Operating Officer 415.0K 145.3K 844.2K 11.6K 1.42M 59.62%
20 2020 Christopher Heery, M.D. Chief Medical Officer 430.0K 146.2K 726.0K 11.2K 1.31M 55.28%
21 2019 Christopher Heery, M.D. Chief Medical Officer 286.7K 150.5K 1.74M 6.8K 2.18M 79.65%
22 2019 Christopher Heery Chief Medical Officer 286.7K 150.5K 1.74M 6.8K 2.18M 79.65%
23 2019 Matthew Kane President and Chief Executive Officer 479.8K 68.0K 1.60M 14.4K 2.17M 74.05%
24 2019 Matthew Kane President and Chief Executive Officer 479.8K 68.0K 1.60M 14.4K 2.17M 74.05%
25 2019 Dario Scimeca General Counsel 174.4K 80.1K 1.39M 65.5K 1.71M 81.29%
26 2019 David Thomson, Ph.D. Chief Operating Officer 383.6K 149.4K 189.2K 12.2K 734.4K 25.76%
27 2018 Matthew Kane President and Chief Executive Officer 350.0K 157.5K 1.07M 11.0K 1.59M 67.33%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-08 DEFA14A
2026-04-08 DEF 14A
2026-03-27 PRE 14A
2025-04-15 DEFA14A
2025-04-15 DEF 14A
2025-04-04 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-05-05 10-Q
2026-04-15 SC 13G/A
2026-04-08 DEFA14A
2026-04-08 DEF 14A
2026-04-08 ARS
2026-03-27 PRE 14A
2026-03-17 8-K
2026-03-12 8-K
2026-03-12 10-K

Executive team

NameTitleCompensationGender
Michael Amoroso President, Chief Executive Officer & Director 1M male
John Alexander Kelly Chief Financial Officer & Principal Accounting Officer 717.1K male
Dario Scimeca General Counsel & Secretary 659.6K male
Jefferson J. Smith Co-Founder & Chief Research Officer 640.2K
Cassie Gorsuch Chief Scientific Officer
Neil Leatherbury Senior Vice President and Head of Chemistry, Manufacturing & Controls male
Cindy Atwell Chief Development & Business Officer female
Juli Blanche Chief People Officer female
Naresh Tanna Chief of Staff to Chief Executive Officer & Head of Investor Relations male
ESG Rating
B
BIOTECHNOLOGY
2026
E (Environmental)
54.4 / 56.3
Company / Sector avg.
S (Social)
59.6 / 62.4
Company / Sector avg.
G (Governance)
57.1 / 60.9
Company / Sector avg.
ESG Total
57.0 / 59.9
Company / Sector avg.
ESG Score History BIOTECHNOLOGY
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)
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Dividend history

Earnings history

Earnings reports

Stock splits