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Energy Focus, Inc. (EFOI)
USD2.95
-0.05 (-1.67%)
US NASDAQ Consumer Cyclical Furnishings, Fixtures & Appliances
Address
32000 Aurora Road 44139
Solon, OH, US
Solon, OH, US
CEO
Chiao Chieh Huang
Website
energyfocus.com
IPO
1994-08-18
CIK 924168 ISIN US29268T5083
Description
Energy Focus, Inc., alongside its affiliated businesses, focuses on the ideation, creation, manufacturing, marketing, and sale of energy-saving lighting systems, advanced control mechanisms, and ultraviolet-C (UV-C) light disinfection products. Their reach extends throughout the United States and across international markets. The company provides a specialized range of light-emitting diode (LED) lighting solutions for naval applications, catering to the U.S. Navy and its international allies. This array includes resilient, military-grade items like the Intellitube retrofit TLED and the Invisitube ultra-low EMI TLED, in addition to various maritime fixtures such as LED globe lights, berth lights, high-bay fixtures, and LED conversion kits. Beyond military offerings, its product lineup encompasses RedCap emergency battery backup TLEDs and the adaptable EnFocus lighting platform, which supports dimming and color adjustment. They also supply LED replacement luminaires for linear fluorescent lamps, downlights, and retrofit kits for low-bay, high-bay, and office environments. Other notable products include LED dock lights and portable UV-C air purification units, specifically the nUVo tower and nUVo traveler. Energy Focus distributes its goods to the military maritime, industrial, and commercial sectors. Sales channels are diverse, involving direct sales teams, independent representatives, electrical and lighting contractors, distributors, and online retail platforms. The firm, which commenced operations in 1985, was initially known as Fiberstars, Inc., before officially adopting the name Energy Focus, Inc. in May 2007. Its corporate headquarters are situated in Solon, Ohio.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD2.95
-0.05 (-1.67%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
2.14
Float Shares
3.71M
Free Float %
58.9%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.97% | +4.26% | +93.10% | +116.57% | +66.10% | +69.70% | +127.91% | +19.15% | -83.28% | -98.30% | -99.78% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (8 ratings, all time)
Hold
Price Targets & DCF
Current price
2.95
Ratings Trend (MoM)
20% Bullish
| Rating | 2024-11 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 4 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
-28.19
Distress
Piotroski F-Score
2 / 9
Weak
MOAT Score
1 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Furnishings, Fixtures & Appliances: +2.7%-26.8% Q1'26: +54.1% (vs Q1'25)
-
EPS growth Furnishings, Fixtures & Appliances: +4.0%+43.8% ★ Q1'26: +56.0% (vs Q1'25)
-
FCF margin FCF growth · Furnishings, Fixtures & Appliances: +24.2%-50.8% Q1'26: +7.3% (vs Q1'25)
-
EBIT margin Furnishings, Fixtures & Appliances: +6.9%-29.3% Q1'26: +0.0% (vs Q1'25)
-
ROIC Furnishings, Fixtures & Appliances: +6.4%-32.0% Q1'26: +0.0% (vs Q1'25)
-
Share dilution Furnishings, Fixtures & Appliances: +0.1%+12.3% Q1'26: +18.6% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Furnishings, Fixtures & Appliances: -0.16×-0.22× Q1'26: -0.33× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 1997 actual |
Dec 2004 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
17.90M
est: 21.00M (-14.7%)
|
29.73M
est: 15.63M (+90.3%)
|
64.40M
est: 66.16M (-2.7%)
|
31.00M
est: 32.32M (-4.1%)
|
19.85M
est: 21.06M (-5.8%)
|
18.11M
est: 20.54M (-11.9%)
|
12.71M
est: 12.53M (+1.4%)
|
16.83M
est: 18.31M (-8.1%)
|
9.87M
est: 10.54M (-6.4%)
|
5.97M
est: 7.14M (-16.4%)
|
5.72M
est: 4.64M (+23.1%)
|
4.86M
est: 28.93M (-83.2%)
|
3.56M
est: 39.23M (-90.9%)
|
51.31M
51.31M – 51.31M
+30.8% YoY
|
| EBITDA |
1.30M
est: 1.55M (-16.2%)
|
258.0K
est: -513.6K (+150.2%)
|
10.12M
est: -40.95M (+124.7%)
|
-16.04M
est: -17.46M (+8.1%)
|
-10.70M
est: -10.99M (+2.7%)
|
-8.57M
est: -12.71M (+32.6%)
|
-6.72M
est: -7.75M (+13.3%)
|
-3.95M
est: -11.33M (+65.2%)
|
-8.54M
est: -6.52M (-30.9%)
|
-8.80M
est: -5.94M (-48.0%)
|
-3.88M
est: -6.12M (+36.7%)
|
-1.54M
est: -18.19M (+91.5%)
|
-1.01M
est: -24.66M (+95.9%)
|
-32.26M
-32.26M – -32.26M
-30.8% YoY
|
| EBIT |
800.0K
est: 573.3K (+39.5%)
|
-731.0K
est: -3.31M (+77.9%)
|
9.85M
est: -41.52M (+123.7%)
|
-16.85M
est: -18.33M (+8.1%)
|
-11.38M
est: -11.62M (+2.1%)
|
-9.09M
est: -12.89M (+29.5%)
|
-7.05M
est: -7.86M (+10.4%)
|
-4.13M
est: -11.49M (+64.1%)
|
-8.73M
est: -6.61M (-32.0%)
|
-8.96M
est: -6.84M (-30.9%)
|
-3.91M
est: -6.98M (+44.0%)
|
-1.58M
est: -18.43M (+91.5%)
|
-1.04M
est: -25.00M (+95.8%)
|
-32.70M
-32.70M – -32.70M
-30.8% YoY
|
| Net Income |
600.0K
est: 575.6K (+4.2%)
|
-704.0K
est: -2.87M (+75.4%)
|
8.78M
est: 158.72M (-94.5%)
|
-16.89M
est: -18.39M (+8.2%)
|
-11.27M
est: -11.60M (+2.9%)
|
-9.11M
est: -114.71M (+92.1%)
|
-7.37M
est: -98.69M (+92.5%)
|
-5.98M
est: -66.14M (+91.0%)
|
-7.89M
est: -50.56M (+84.4%)
|
-10.28M
est: -6.50M (-58.0%)
|
-4.29M
est: -6.69M (+35.8%)
|
-1.58M
est: -1.94M (+18.6%)
|
-1.03M
est: 5.83M (-117.6%)
|
12.05M
12.05M – 12.05M
+106.7% YoY
|
| SGA |
5.80M
est: 6.91M (-16.1%)
|
11.05M
est: 3.27M (+238.2%)
|
16.83M
est: 13.84M (+21.6%)
|
20.11M
est: 23.26M (-13.5%)
|
11.32M
est: 11.90M (-4.9%)
|
9.79M
est: 4.30M (+127.8%)
|
7.45M
est: 2.62M (+184.2%)
|
—
est: 3.83M (-100.0%)
|
—
est: 2.20M (-100.0%)
|
—
est: 1.49M (-100.0%)
|
3.61M
est: 971.5K (+271.3%)
|
2.02M
est: 8.14M (-75.2%)
|
1.28M
est: 11.04M (-88.4%)
|
14.44M
14.44M – 14.44M
+30.8% YoY
|
| EPS |
66.50
est: 1.88 (+3,437.2%)
|
-33.90
est: 0.74 (-4,681.1%)
|
31.83
est: 32.08 (-0.8%)
|
-50.79
est: -35.77 (-42.0%)
|
-33.40
est: -32.41 (-3.1%)
|
-26.60
est: -23.19 (-14.7%)
|
-20.96
est: -19.95 (-5.1%)
|
-12.80
est: -13.37 (+4.3%)
|
-12.10
est: -10.22 (-18.4%)
|
-8.87
est: -9.38 (+5.4%)
|
-1.32
est: -1.48 (+10.8%)
|
-0.32
est: -0.35 (+8.6%)
|
-0.18
est: 1.05 (-117.1%)
|
2.17
2.17 – 2.17
+106.7% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-12 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-11 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-08 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-07 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-06 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-05 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-04 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-01 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-30 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-29 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-28 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-27 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-24 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-23 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-22 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-21 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-20 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-17 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-16 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-1.20M
OE per share TTM
-0.21
Owner's Yield
-4.92%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
12.3%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
2
Total invested
87.00
Insider transactions (90d)
0
Beneficial owners (>5%)
31
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Bright Horizon Partners, Inc. | 11.30M | 14.50% | — | — | — | — | FI | British Virgin Islands | 2014-04-25 | ↗ |
| 2 | Prime Science & Technology, Inc. | 9.11M | 11.70% | 9.11M | — | 9.11M | 10.00 | CO | New Jersey | 2014-04-24 | ↗ |
| 3 | BI, CHENG | 6.00M | 10.02% | 6.00M | — | 6.00M | — | IN | CHINA | 2012-04-27 | ↗ |
| 4 | GLOBIS CAPITAL PARTNERS, L.P. | 6.00M | 10.02% | — | 6.00M | — | — | IN | BRITISH VIRGIN ISLANDS | 2012-04-27 | ↗ |
| 5 | 5 ELEMENTS ENERGY EFFICIENCIES (BVI) LTD. | 5.70M | 9.52% | — | 5.70M | — | — | CO | BRITISH VIRGIN ISLANDS | 2012-04-27 | ↗ |
| 6 | CHENG, YEH MEI-HUI | 5.70M | 9.52% | — | 5.70M | — | — | IN | BRITISH VIRGIN ISLANDS | 2012-04-27 | ↗ |
| 7 | COMMUNAL INTERNATIONAL LTD. | 5.70M | 9.52% | — | 5.70M | — | — | CO | BRITISH VIRGIN ISLANDS | 2012-04-27 | ↗ |
| 8 | Jami E. Hall | 2.10M | 9.90% | — | — | — | 2.10M | IN | Tennessee | 2010-01-11 | ↗ |
| 9 | Gina Huang | 1.81M | 10.90% | — | 1.81M | — | 11.00 | IN | — | 2020-01-30 | ↗ |
| 10 | AIGH Capital Management, LLC . | 1.50M | 9.43% | 1.50M | — | 1.50M | — | OO | Maryland | 2020-05-14 | ↗ |
| 11 | James Tu | 1.22M | 7.30% | — | 1.22M | — | 11.00 | IN | — | 2020-01-30 | ↗ |
| 12 | Brilliant Start Enterprise, Inc. | 1.21M | 7.30% | — | 1.21M | — | 11.00 | CO | — | 2020-01-30 | ↗ |
| 13 | Fusion Park LLC | 924.3K | 5.50% | — | 924.3K | — | 11.00 | OO | — | 2020-01-30 | ↗ |
| 14 | Jeff Easton | 802.3K | 9.90% | 802.3K | — | 802.3K | — | IN | Delaware | 2022-06-08 | ↗ |
| 15 | B. Asher | 782.2K | 4.70% | — | 782.2K | — | 782.2K | HC, IN | United States of America | 2020-01-21 | ↗ |
| 16 | Capital LLC | 782.2K | 4.70% | — | 782.2K | — | 782.2K | OO | United States of America | 2020-01-21 | ↗ |
| 17 | P. Kopin | 782.2K | 4.70% | — | 782.2K | — | 782.2K | HC, IN | United States of America | 2020-01-21 | ↗ |
| 18 | Armistice Capital, LLC | 627.7K | 9.99% | — | 627.7K | — | 627.7K | IA, OO | — | 2022-02-15 | ↗ |
| 19 | Steven Boyd | 627.7K | 9.99% | — | 627.7K | — | 627.7K | HC, IN | — | 2022-02-15 | ↗ |
| 20 | Jag International Ltd. | 600.0K | 6.40% | — | — | — | — | IV | British Virgin Islands | 2014-11-04 | ↗ |
| 21 | Woodstone Energy, LLC | 600.0K | 2.80% | — | — | — | 600.0K | OO | Tennessee | 2010-01-11 | ↗ |
| 22 | Lind Global Fund II LP | 538.5K | 6.70% | 538.5K | — | 538.5K | — | PN | Delaware | 2022-06-08 | ↗ |
| 23 | Lind Global Macro Fund, LP | 538.5K | 6.70% | 538.5K | — | 538.5K | — | PN | Delaware | 2022-06-08 | ↗ |
| 24 | Lind Global Partners II LLC | 538.5K | 6.70% | 538.5K | — | 538.5K | — | OO | Delaware | 2022-06-08 | ↗ |
| 25 | Lind Global Partners LLC | 538.5K | 6.70% | 538.5K | — | 538.5K | — | OO | Delaware | 2022-06-08 | ↗ |
| 26 | Jiangang Luo | 522.1K | 3.30% | 2.5K | 519.6K | 2.5K | 11.00 | IN | — | 2020-01-30 | ↗ |
| 27 | Cleantech Global Ltd. | 519.6K | 3.30% | — | 519.6K | — | 11.00 | OO | — | 2020-01-30 | ↗ |
| 28 | 5 Elements Global Fund L.P. | 300.0K | 1.90% | — | 300.0K | — | 11.00 | PN | — | 2020-01-30 | ↗ |
| 29 | 5 Elements Energy Efficiency Limited | 287.4K | 1.80% | — | 287.4K | — | 11.00 | OO | — | 2020-01-30 | ↗ |
| 30 | Yeh-Mei Hui Cheng | 287.4K | 1.80% | — | 287.4K | — | 11.00 | IN | — | 2020-01-30 | ↗ |
| 31 | Welch & Forbes LLC | 27.8K | 0.10% | — | 27.8K | — | — | IA | Organized under the laws of Delaware | 2011-07-07 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
2
-13 vs prev Q
New positions
1
Closed positions
14
Increased
1
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 | VANGUARD GROUP INC | 63.1K +— (+0.0%) | 145.7K -29.6K (-16.9%) | 1.12% -0.048 pp | 0.00% +0.000 pp | USD1.83 +26.2% | 11 qtrs — |
| 2 | GEODE CAPITAL MANAGEMENT, LLC | 33.3K +— (+0.0%) | 77.0K -15.7K (-16.9%) | 0.59% -0.026 pp | 0.00% +0.000 pp | USD1.74 +32.8% | 10 qtrs — |
| 3 | DRW SECURITIES, LLC | 16.1K +16.1K (+100.0%) | 37.2K +37.2K (+100.0%) | 0.29% +0.287 pp | 0.00% +0.001 pp | USD2.31 +0.0% | 1 qtrs NEW |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 11.5K +11.5K (+100.0%) | 26.6K +26.6K (+100.0%) | 0.21% +0.205 pp | 0.00% +0.000 pp | USD2.31 +0.0% | 1 qtrs NEW |
| 5 | BLACKROCK, INC. | 3.3K +— (+0.0%) | 7.6K -1.5K (-16.9%) | 0.06% -0.003 pp | 0.00% +0.000 pp | USD1.19 +94.1% | 6 qtrs — |
| 6 | TOWER RESEARCH CAPITAL LLC (TRC) | 2.9K +1.7K (+145.5%) | 6.8K +3.5K (+104.0%) | 0.05% +0.030 pp | 0.00% +0.000 pp | USD2.00 +15.5% | 11 qtrs — |
| 7 | CITIGROUP INC | 1.6K +304.0 (+23.5%) | 3.7K +94.0 (+2.6%) | 0.03% +0.004 pp | 0.00% +0.000 pp | USD2.69 -14.1% | 2 qtrs — |
| 8 | MORGAN STANLEY | 463.00 +— (+0.0%) | 1.1K -217.0 (-16.9%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD2.30 +0.4% | 11 qtrs — |
| 9 | CIBC PRIVATE WEALTH GROUP, LLC | 236.00 +— (+0.0%) | 545.00 -111.0 (-16.9%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD1.53 +51.0% | 8 qtrs — |
| 10 | BANKPLUS TRUST DEPARTMENT | 45.00 +— (+0.0%) | 104.00 -21.0 (-16.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.18 +95.8% | 5 qtrs — |
| 11 | BANK OF AMERICA CORP /DE/ | 26.00 +1.0 (+4.0%) | 60.00 -9.0 (-13.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.54 +50.0% | 7 qtrs — |
| 12 | WELLS FARGO & COMPANY/MN | 11.00 +11.0 (+100.0%) | 25.00 +25.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD2.27 +1.8% | 1 qtrs NEW |
| 13 | ADVISOR GROUP HOLDINGS, INC. | 11.00 +— (+0.0%) | 25.00 -5.0 (-16.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD2.36 -2.1% | 3 qtrs — |
| 14 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 8.00 +— (+0.0%) | 18.00 -4.0 (-18.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.75 +32.0% | 11 qtrs — |
| 15 | COUNTRY TRUST BANK | 4.00 +— (+0.0%) | 9.00 -2.0 (-18.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD2.25 +2.7% | 3 qtrs — |
| 16 | CITADEL ADVISORS LLC | — -13.2K (-100.0%) | — -36.6K (-100.0%) | 0.00% -0.245 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 17 | UBS GROUP AG | — -10.0 (-100.0%) | — -28.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 9 qtrs SOLD |
| 18 | BARCLAYS PLC | — -34.0 (-100.0%) | — -94.0 (-100.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 2 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Dimensional - US Core Equity 1 ETF DCOR | 0.00% | 9.7K | 0.14% |
| 2 | Vanguard Extended Market ETF VXF | 0.00% | 155.4K | 0.05% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
110.5K
Shares disposed
—
Cash buys
1.00
Cash sales
—
Net activity
+110,497
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-11-26 | Huang Chiao Chieh | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 262,009 | 2.29 | 600.0K | 1,421,219 | D | ↗ |
| 2025-08-15 | Huang Chiao Chieh | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 264,550 | 1.89 | 500.0K | 1,159,210 | D | ↗ |
| 2025-06-23 | Huang Chiao Chieh | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 110,497 | 1.81 | 200.0K | 894,660 | D | ↗ |
| 2025-03-27 | Huang Chiao Chieh | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 103,627 | 1.93 | 200.0K | 784,163 | D | ↗ |
| 2023-06-29 | Lee Shou-Jang | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-06-29 | Huang Chiao Chieh | Director / 10% Owner | A-Award | A | Common Stock | 343,465 | 1.76 | 604.5K | 680,536 | — | ↗ |
| 2023-04-28 | Warren James Raymond III | Officer | A-Award | A | Stock Option (Right to buy) | 30,000 | 0.43 | 13.0K | 30,000 | — | ↗ |
| 2023-04-28 | Matt Lesley A. | Officer | A-Award | A | Stock Option (Right to buy) | 40,000 | 0.43 | 17.4K | 40,000 | — | ↗ |
| 2023-04-28 | Gianas Randy Harrison | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-03-30 | Huang Gina | Director / 10% Owner | A-Award | A | Common Stock | 500,000 | 0.50 | 250.0K | 3,720,242 | — | ↗ |
| 2023-03-28 | Huang Chiao Chieh | Director / 10% Owner | A-Award | A | Common Stock | 108,502 | 0.56 | 60.9K | 2,659,017 | — | ↗ |
| 2023-02-24 | Huang Gina | Director / 10% Owner | A-Award | A | Common Stock | 803,212 | 0.50 | 400.0K | 3,220,242 | — | ↗ |
| 2023-02-16 | Chang Wen-Jeng | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-01-17 | Huang Gina | Director / 10% Owner | A-Award | A | Common Stock | 1,451,597 | 0.56 | 817.2K | 2,417,030 | — | ↗ |
| 2023-01-17 | Huang Chiao Chieh | Director / 10% Owner | — | D | Common Stock | 0 | 0.00 | — | 2,250,995 | — | ↗ |
| 2023-01-10 | Huang Gina | Director | A-Award | A | Common Stock | 325,803 | 0.46 | 150.0K | 965,433 | — | ↗ |
| 2023-01-05 | Huang Gina | Director | A-Award | A | Common Stock | 257,798 | 0.39 | 100.0K | 639,630 | — | ↗ |
| 2022-08-17 | Galluccio Gregory S | Officer | — | D | Stock Option (Right to buy) | 6,000 | 2.97 | 17.8K | 0 | — | ↗ |
| 2022-08-01 | Griffin Clifford R. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-06-22 | Socolof Stephen | Director / Officer | M-Exempt | A | Common Stock | 5,000 | 0.00 | — | 25,500 | — | ↗ |
| 2022-06-22 | Politziner Philip | Director | M-Exempt | D | Restricted Stock Units | 5,000 | 0.00 | — | 0 | — | ↗ |
| 2022-06-22 | Parker Jeffery Robert | Director | M-Exempt | D | Restricted Stock Units | 10,000 | 0.00 | — | 0 | — | ↗ |
| 2022-06-22 | Lagarto Brian J | Director | M-Exempt | A | Common Stock | 10,000 | 0.00 | — | 10,000 | — | ↗ |
| 2022-06-22 | Huang Gina | Director / 10% Owner | M-Exempt | A | Common Stock | 5,000 | 0.00 | — | 381,832 | — | ↗ |
| 2022-06-22 | Cheng Jennifer Y | Director | M-Exempt | D | Restricted Stock Units | 5,000 | 0.00 | — | 0 | — | ↗ |
| 2022-06-22 | Brilliant Start Enterprise, Inc. | Director | M-Exempt | D | Restricted Stock Units | 5,000 | 0.00 | — | 0 | — | ↗ |
| 2022-02-22 | Parker Jeffery Robert | Director | A-Award | A | Restricted Stock Units | 10,000 | 0.00 | — | 10,000 | — | ↗ |
| 2022-02-19 | Lagarto Brian J | Director | A-Award | A | Restricted Stock Units | 10,000 | 0.00 | — | 10,000 | — | ↗ |
| 2022-02-11 | Warren James Raymond III | Officer | A-Award | A | Stock Option (Right to buy) | 15,000 | 1.48 | 22.2K | 15,000 | — | ↗ |
| 2022-02-11 | Socolof Stephen | Director / Officer | A-Award | A | Restricted Stock Units | 5,000 | 0.00 | — | 5,000 | — | ↗ |
| 2022-02-11 | Politziner Philip | Director | A-Award | A | Restricted Stock Units | 5,000 | 0.00 | — | 5,000 | — | ↗ |
| 2022-02-11 | NESTOR TOD A | Officer | A-Award | A | Stock Option (Right to buy) | 20,000 | 1.48 | 29.6K | 20,000 | — | ↗ |
| 2022-02-11 | Huang Gina | Director / 10% Owner | A-Award | A | Restricted Stock Units | 5,000 | 0.00 | — | 5,000 | — | ↗ |
| 2022-02-11 | Galluccio Gregory S | Officer | A-Award | A | Stock Option (Right to buy) | 15,000 | 1.48 | 22.2K | 15,000 | — | ↗ |
| 2022-02-11 | Cheng Jennifer Y | Director | A-Award | A | Restricted Stock Units | 5,000 | 0.00 | — | 5,000 | — | ↗ |
| 2021-09-28 | Warren James Raymond III | Officer | M-Exempt | D | Restricted Stock Units | 800 | 0.00 | — | 2,400 | — | ↗ |
| 2021-08-25 | Politziner Philip | Director | P-Purchase | A | Common Stock | 3,000 | 3.35 | 10.1K | 26,400 | — | ↗ |
| 2021-08-18 | Socolof Stephen | Director | P-Purchase | A | Common Stock | 3,500 | 2.80 | 9.8K | 20,500 | — | ↗ |
| 2021-08-16 | Tu James | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 5,000 | 2.70 | 13.5K | 249,851 | — | ↗ |
| 2021-05-26 | Socolof Stephen | Director | M-Exempt | D | Restricted Stock Units | 10,000 | 0.00 | — | 0 | — | ↗ |
| 2021-05-26 | Politziner Philip | Director | M-Exempt | D | Restricted Stock Units | 10,000 | 0.00 | — | 0 | — | ↗ |
| 2021-05-26 | McManus Geraldine | Director | M-Exempt | D | Restricted Stock Units | 10,000 | 0.00 | — | 0 | — | ↗ |
| 2021-05-26 | Huang Gina | Director / 10% Owner | M-Exempt | D | Restricted Stock Units | 10,000 | 0.00 | — | 0 | — | ↗ |
| 2021-05-26 | Cheng Jennifer Y | Director | M-Exempt | D | Restricted Stock Units | 10,000 | 0.00 | — | 0 | — | ↗ |
| 2021-04-01 | Tu James | Director / Officer / 10% Owner | C-Conversion | D | Series A Convertible Preferred Stock | 1,721,023 | 0.00 | — | 0 | — | ↗ |
| 2021-03-24 | Huang Gina | Director / 10% Owner | A-Award | A | Restricted Stock Units | 10,000 | 0.00 | — | 10,000 | — | ↗ |
| 2021-02-19 | Warren James Raymond III | Officer | A-Award | A | Stock Option (Right to buy) | 12,000 | 5.59 | 67.1K | 12,000 | — | ↗ |
| 2021-02-19 | Tu James | Director / Officer / 10% Owner | A-Award | A | Stock Option (Right to buy) | 15,000 | 5.59 | 83.9K | 15,000 | — | ↗ |
| 2021-02-19 | Socolof Stephen | Director | A-Award | A | Restricted Stock Units | 10,000 | 0.00 | — | 10,000 | — | ↗ |
| 2021-02-19 | Politziner Philip | Director | A-Award | A | Restricted Stock Units | 10,000 | 0.00 | — | 10,000 | — | ↗ |
| 2021-02-19 | NESTOR TOD A | Officer | A-Award | A | Stock Option (Right to buy) | 13,000 | 5.59 | 72.7K | 13,000 | — | ↗ |
| 2021-02-19 | McManus Geraldine | Director | A-Award | A | Restricted Stock Units | 10,000 | 0.00 | — | 10,000 | — | ↗ |
| 2021-02-19 | Cheng Jennifer Y | Director | A-Award | A | Restricted Stock Units | 10,000 | 0.00 | — | 10,000 | — | ↗ |
| 2020-12-28 | NESTOR TOD A | Officer | M-Exempt | A | Common Stock | 10,625 | 2.10 | 22.3K | 45,432 | — | ↗ |
| 2020-11-11 | Warren James Raymond III | Officer | — | D | Restricted Stock Units | 3,200 | 0.00 | — | 0 | — | ↗ |
| 2020-09-17 | Socolof Stephen | Director | M-Exempt | A | Restricted Stock Units | 3,000 | 0.00 | — | 0 | — | ↗ |
| 2020-09-17 | Politziner Philip | Director | M-Exempt | A | Restricted Stock Units | 3,000 | 0.00 | — | 0 | — | ↗ |
| 2020-09-17 | McManus Geraldine | Director | M-Exempt | A | Restricted Stock Units | 3,000 | 0.00 | — | 0 | — | ↗ |
| 2020-09-17 | Huang Gina | Director / 10% Owner | M-Exempt | A | Restricted Stock Units | 4,000 | 0.00 | — | 0 | — | ↗ |
| 2020-09-17 | Cheng Jennifer Y | Director | M-Exempt | A | Common Stock | 3,000 | 0.00 | — | 7,000 | — | ↗ |
| 2020-04-15 | NESTOR TOD A | Officer | P-Purchase | A | Common Stock | 42,470 | 0.37 | 15.6K | 150,000 | — | ↗ |
| 2020-04-14 | NESTOR TOD A | Officer | P-Purchase | A | Common Stock | 55,830 | 0.37 | 20.6K | 107,530 | — | ↗ |
| 2020-04-13 | Politziner Philip | Director | P-Purchase | A | Common Stock | 32,000 | 0.31 | 9.9K | 52,000 | — | ↗ |
| 2020-04-13 | NESTOR TOD A | Officer | P-Purchase | A | Common Stock | 51,700 | 0.32 | 16.5K | 51,700 | — | ↗ |
| 2020-03-18 | Tu James | Director / Officer / 10% Owner | A-Award | A | Stock Option | 150,000 | 0.30 | 45.0K | 150,000 | — | ↗ |
| 2020-03-18 | Socolof Stephen | Director | A-Award | A | Restricted Stock Units | 15,000 | 0.00 | — | 15,000 | — | ↗ |
| 2020-03-18 | Politziner Philip | Director | A-Award | A | Restricted Stock Units | 15,000 | 0.00 | — | 15,000 | — | ↗ |
| 2020-03-18 | NESTOR TOD A | Officer | A-Award | A | Stock Option | 100,000 | 0.30 | 30.0K | 100,000 | — | ↗ |
| 2020-03-18 | McManus Geraldine | Director | A-Award | A | Restricted Stock Units | 15,000 | 0.00 | — | 15,000 | — | ↗ |
| 2020-03-18 | Huang Gina | Director / 10% Owner | A-Award | A | Restricted Stock Units | 20,000 | 0.00 | — | 20,000 | — | ↗ |
| 2020-03-18 | Cheng Jennifer Y | Director | A-Award | A | Restricted Stock Units | 15,000 | 0.00 | — | 15,000 | — | ↗ |
| 2020-01-16 | Tu James | Director / Officer / 10% Owner | C-Conversion | A | Series A Convertible Preferred Stock | 1,721,023 | 0.00 | — | 1,721,023 | — | ↗ |
| 2019-12-17 | Socolof Stephen | Director | M-Exempt | A | Restricted Stock Units | 5,032 | 0.00 | — | 0 | — | ↗ |
| 2019-12-17 | McManus Geraldine | Director | M-Exempt | A | Common Stock | 8,290 | 0.00 | — | 20,000 | — | ↗ |
| 2019-12-17 | Cheng Jennifer Y | Director | M-Exempt | A | Common Stock | 8,290 | 0.00 | — | 20,000 | — | ↗ |
| 2019-11-12 | Socolof Stephen | Director | A-Award | A | Common Stock | 14,968 | 0.00 | — | 14,968 | — | ↗ |
| 2019-11-12 | Politziner Philip | Director | A-Award | A | Common Stock | 20,000 | 0.00 | — | 20,000 | — | ↗ |
| 2019-11-12 | McManus Geraldine | Director | A-Award | A | Common Stock | 11,710 | 0.00 | — | 11,710 | — | ↗ |
| 2019-11-12 | Cheng Jennifer Y | Director | A-Award | A | Common Stock | 11,710 | 0.00 | — | 11,710 | — | ↗ |
| 2019-08-09 | Politziner Philip | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-07-16 | Tu James | Director / Officer / 10% Owner | A-Award | A | Stock Option | 300,000 | 0.42 | 126.0K | 300,000 | — | ↗ |
| 2019-07-16 | NESTOR TOD A | Officer | A-Award | A | Stock Option | 150,000 | 0.42 | 63.0K | 150,000 | — | ↗ |
| 2019-07-01 | NESTOR TOD A | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-06-19 | Socolof Stephen | Director | M-Exempt | D | Restricted Stock Units | 5,032 | 0.00 | — | 0 | — | ↗ |
| 2019-06-19 | Ramelot Michael Rush | Director | M-Exempt | A | Common Stock | 15,000 | 0.00 | — | 47,927 | — | ↗ |
| 2019-06-19 | McManus Geraldine | Director | M-Exempt | A | Common Stock | 8,290 | 0.00 | — | 8,290 | — | ↗ |
| 2019-06-19 | Cheng Jennifer Y | Director | M-Exempt | D | Restricted Stock Units | 8,290 | 0.00 | — | 0 | — | ↗ |
| 2019-05-20 | Socolof Stephen | Director | A-Award | A | Restricted Stock Units | 5,032 | 0.00 | — | 5,032 | — | ↗ |
| 2019-04-01 | Farkas Robert A. | Director | A-Award | A | Restricted Stock Units | 5,575 | 0.00 | — | 5,575 | — | ↗ |
| 2019-03-29 | Tu James | Director / Officer / 10% Owner | P-Purchase | A | Convertible Notes due 2021 | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-02-27 | Tewksbury Ted L III | Director / Officer | M-Exempt | A | Common Stock | 16,481 | 0.00 | — | 102,672 | — | ↗ |
| 2019-02-26 | Tewksbury Ted L III | Director / Officer | F-InKind | D | Common Stock | 22,370 | 1.14 | 25.5K | 86,191 | — | ↗ |
| 2019-02-21 | McManus Geraldine | Director | A-Award | A | Restricted Stock Units | 8,290 | 0.00 | — | 8,290 | — | ↗ |
| 2019-02-21 | Cheng Jennifer Y | Director | A-Award | A | Restricted Stock Units | 8,290 | 0.00 | — | 8,290 | — | ↗ |
| 2018-12-31 | Turin Jerry | Officer | A-Award | A | Common Stock | 6,906 | 0.53 | 3.6K | 6,906 | — | ↗ |
| 2018-11-30 | Tu James | — | — | I | Common Stock | 0 | 0.00 | — | 519,565 | — | ↗ |
| 2018-07-02 | Turin Jerry | Officer | A-Award | A | Stock Option | 75,711 | 1.81 | 137.0K | 75,711 | — | ↗ |
| 2018-06-29 | Tewksbury Ted L III | Director / Officer | A-Award | A | Common Stock | 5,081 | 1.62 | 8.2K | 53,461 | — | ↗ |
| 2018-06-20 | Ramelot Michael Rush | Director | M-Exempt | D | Restricted Stock Units | 18,443 | 0.00 | — | 0 | — | ↗ |
| 2018-06-20 | RISHI SATISH | Director | M-Exempt | D | Restricted Stock Units | 3,169 | 0.00 | — | 3,169 | — | ↗ |
| 2018-06-20 | Eisenberg Marc | Director | M-Exempt | D | Restricted Stock Units | 18,443 | 0.00 | — | 0 | — | ↗ |
| 2018-06-20 | Dorchak Glenda | Director | M-Exempt | D | Restricted Stock Units | 18,443 | 0.00 | — | 0 | — | ↗ |
| 2018-06-20 | Cohen William | Director | M-Exempt | D | Restricted Stock Units | 18,443 | 0.00 | — | 0 | — | ↗ |
| 2018-06-20 | BLACK RONALD D | Director | M-Exempt | D | Restricted Stock Units | 18,443 | 0.00 | — | 0 | — | ↗ |
| 2018-05-29 | Turin Jerry | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-04-16 | RISHI SATISH | Director | A-Award | A | Restricted Stock Units | 3,169 | 0.00 | — | 3,169 | — | ↗ |
| 2018-04-03 | Port Michael Harry | Officer | M-Exempt | A | Common Stock | 6,435 | 0.00 | — | 18,055 | — | ↗ |
| 2018-03-16 | Port Michael Harry | Officer | M-Exempt | A | Common Stock | 1,173 | 0.00 | — | 12,033 | — | ↗ |
| 2018-03-13 | Port Michael Harry | Officer | M-Exempt | A | Common Stock | 2,838 | 0.00 | — | 11,858 | — | ↗ |
| 2018-02-27 | Tewksbury Ted L III | Director / Officer | M-Exempt | D | Restricted Stock Units | 16,481 | 0.00 | — | 32,962 | — | ↗ |
| 2018-02-26 | Tewksbury Ted L III | Director / Officer | M-Exempt | A | Common Stock | 16,481 | 0.00 | — | 48,380 | — | ↗ |
| 2018-02-26 | Port Michael Harry | Officer | A-Award | A | Restricted Stock Units | 49,167 | 0.00 | — | 49,167 | — | ↗ |
| 2018-01-03 | Tewksbury Ted L III | Director / Officer | M-Exempt | A | Restricted Stock Units | 20,621 | 0.00 | — | 0 | — | ↗ |
| 2017-12-29 | Tewksbury Ted L III | Director / Officer | A-Award | A | Common Stock | 4,612 | 2.08 | 9.6K | 11,278 | — | ↗ |
| 2017-12-29 | Port Michael Harry | Officer | A-Award | A | Common Stock | 3,001 | 2.08 | 6.2K | 9,020 | — | ↗ |
| 2017-08-16 | Port Michael Harry | Officer | M-Exempt | A | Common Stock | 1,666 | 0.00 | — | 6,019 | — | ↗ |
| 2017-06-30 | Port Michael Harry | Officer | A-Award | A | Common Stock | 1,416 | 2.24 | 3.2K | 4,353 | — | ↗ |
| 2017-06-21 | Ramelot Michael Rush | Director | A-Award | A | Restricted Stock Units | 18,443 | 0.00 | — | 18,443 | — | ↗ |
| 2017-06-21 | Eisenberg Marc | Director | A-Award | A | Restricted Stock Units | 18,443 | 0.00 | — | 18,443 | — | ↗ |
| 2017-06-21 | Dorchak Glenda | Director | A-Award | A | Restricted Stock Units | 18,443 | 0.00 | — | 18,443 | — | ↗ |
| 2017-06-21 | Cohen William | Director | A-Award | A | Restricted Stock Units | 18,443 | 0.00 | — | 18,443 | — | ↗ |
| 2017-06-21 | BLACK RONALD D | Director | A-Award | A | Restricted Stock Units | 18,443 | 0.00 | — | 18,443 | — | ↗ |
| 2017-06-15 | Ramelot Michael Rush | Director | M-Exempt | D | Restricted Stock Units | 11,484 | 0.00 | — | 0 | — | ↗ |
| 2017-06-15 | Luo Jiangang | Director | M-Exempt | D | Restricted Stock Units | 11,484 | 0.00 | — | 0 | — | ↗ |
| 2017-06-15 | Eisenberg Marc | Director | M-Exempt | A | Common Stock | 11,484 | 0.00 | — | 13,984 | — | ↗ |
| 2017-06-15 | Dorchak Glenda | Director | M-Exempt | D | Restricted Stock Units | 11,484 | 0.00 | — | 0 | — | ↗ |
| 2017-06-15 | Cohen William | Director | M-Exempt | D | Restricted Stock Units | 11,484 | 0.00 | — | 0 | — | ↗ |
| 2017-06-15 | BLACK RONALD D | Director | M-Exempt | A | Common Stock | 11,484 | 0.00 | — | 13,984 | — | ↗ |
| 2017-05-19 | Tewksbury Ted L III | Director / Officer | P-Purchase | A | Common Stock | 3,333 | 3.13 | 10.4K | 6,666 | — | ↗ |
| 2017-05-08 | Tewksbury Ted L III | Director / Officer | P-Purchase | A | Common Stock | 3,333 | 3.14 | 10.5K | 3,333 | — | ↗ |
| 2017-04-03 | Port Michael Harry | Officer | A-Award | A | Stock Option | 28,961 | 3.17 | 91.8K | 28,961 | — | ↗ |
| 2017-03-16 | Port Michael Harry | Officer | — | D | Restricted Stock Units | 3,520 | 0.00 | — | 0 | — | ↗ |
| 2017-03-10 | White Bradley Brian | Officer | P-Purchase | A | Common Stock | 1,600 | 3.13 | 5.0K | 1,600 | — | ↗ |
| 2017-02-27 | Tewksbury Ted L III | Director / Officer | A-Award | A | Stock Option | 74,165 | 3.43 | 254.4K | 74,165 | — | ↗ |
| 2017-01-03 | White Bradley Brian | Officer | A-Award | A | Stock Option | 48,719 | 4.49 | 218.7K | 81,198 | — | ↗ |
| 2017-01-03 | Tewksbury Ted L III | Director / Officer | A-Award | A | Restricted Stock Units | 20,621 | 0.00 | — | 20,621 | — | ↗ |
| 2016-12-12 | White Bradley Brian | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2016-12-12 | Tewksbury Ted L III | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2016-08-16 | Port Michael Harry | Officer | — | D | Common Stock | 0 | 0.00 | — | 609 | — | ↗ |
| 2016-07-13 | Port Michael Harry | Officer | — | D | Stock Option | 5,000 | 15.08 | 75.4K | 0 | — | ↗ |
| 2016-06-15 | Ramelot Michael Rush | Director | A-Award | A | Restricted Stock Units | 11,484 | 0.00 | — | 11,484 | — | ↗ |
| 2016-06-15 | Luo Jiangang | Director | A-Award | A | Restricted Stock Units | 11,484 | 0.00 | — | 11,484 | — | ↗ |
| 2016-06-15 | Eisenberg Marc | Director | A-Award | A | Restricted Stock Units | 11,484 | 0.00 | — | 11,484 | — | ↗ |
| 2016-06-15 | Dorchak Glenda | Director | A-Award | A | Restricted Stock Units | 11,484 | 0.00 | — | 11,484 | — | ↗ |
| 2016-06-15 | Cohen William | Director | A-Award | A | Restricted Stock Units | 11,484 | 0.00 | — | 11,484 | — | ↗ |
| 2016-06-15 | BLACK RONALD D | Director | A-Award | A | Restricted Stock Units | 11,484 | 0.00 | — | 11,484 | — | ↗ |
| 2016-06-01 | Luo Jiangang | Director | M-Exempt | D | Restricted Stock Units | 2,500 | 0.00 | — | 0 | — | ↗ |
| 2016-06-01 | Eisenberg Marc | Director | M-Exempt | A | Common Stock | 2,500 | 0.00 | — | 2,500 | — | ↗ |
| 2016-06-01 | Dorchak Glenda | Director | M-Exempt | D | Restricted Stock Units | 2,500 | 0.00 | — | 0 | — | ↗ |
| 2016-06-01 | BLACK RONALD D | Director | M-Exempt | A | Common Stock | 2,500 | 0.00 | — | 2,500 | — | ↗ |
| 2016-03-16 | Cohen William | Director | A-Award | A | Restricted Stock Units | 490 | 0.00 | — | 1,240 | — | ↗ |
| 2016-03-16 | Cheng Simon | Director | A-Award | A | Stock Option | 3,150 | 6.77 | 21.3K | 3,150 | — | ↗ |
| 2016-03-14 | Tu James | Director / Officer | A-Award | A | Stock Option | 51,350 | 7.70 | 395.4K | 51,350 | — | ↗ |
| 2016-03-14 | Ramelot Michael Rush | Director | P-Purchase | A | Common Stock | 3,000 | 8.05 | 24.2K | 3,000 | — | ↗ |
| 2016-03-14 | Miller Marcia Jean | Officer | A-Award | A | Stock Option | 13,800 | 7.70 | 106.3K | 13,800 | — | ↗ |
| 2016-03-14 | Hilliard Eric | Officer | A-Award | A | Stock Option | 22,020 | 7.70 | 169.6K | 22,020 | — | ↗ |
| 2016-03-14 | Cohen William | Director | P-Purchase | A | Common Stock | 1,259 | 7.88 | 9.9K | 1,259 | — | ↗ |
| 2015-12-31 | Miller Marcia Jean | Officer | A-Award | A | Common Stock | 1,196 | 8.47 | 10.1K | 8,377 | — | ↗ |
| 2015-12-31 | Hilliard Eric | Officer | A-Award | A | Common Stock | 1,253 | 8.47 | 10.6K | 10,665 | — | ↗ |
| 2015-09-17 | Miller Marcia Jean | Officer | A-Award | A | Stock Option | 10,000 | 15.08 | 150.8K | 10,000 | — | ↗ |
| 2015-09-17 | Luo Jiangang | Director | A-Award | A | Restricted Stock Units | 2,500 | 0.00 | — | 2,500 | — | ↗ |
| 2015-09-17 | Eisenberg Marc | Director | A-Award | A | Restricted Stock Units | 2,500 | 0.00 | — | 2,500 | — | ↗ |
| 2015-09-17 | Dorchak Glenda | Director | A-Award | A | Restricted Stock Units | 2,500 | 0.00 | — | 2,500 | — | ↗ |
| 2015-09-17 | BLACK RONALD D | Director | A-Award | A | Restricted Stock Units | 2,500 | 0.00 | — | 2,500 | — | ↗ |
| 2015-09-16 | Luo Jiangang | Director | S-Sale | D | Common Stock | 391,304 | 15.98 | 6.25M | 519,565 | — | ↗ |
| 2015-09-16 | Huang Gina | 10% Owner | S-Sale | D | Common Stock | 434,783 | 15.98 | 6.95M | 417,390 | — | ↗ |
| 2015-09-16 | Bright Horizon Partners Inc. | 10% Owner | S-Sale | D | Common Stock | 391,304 | 15.98 | 6.25M | 639,130 | — | ↗ |
| 2015-07-23 | Ramelot Michael Rush | Director | A-Award | A | Stock Option | 5,000 | 10.36 | 51.8K | 5,000 | — | ↗ |
| 2015-07-23 | Luo Jiangang | Director | — | I | Common Stock | 0 | 0.00 | — | 910,869 | — | ↗ |
| 2015-07-23 | Eisenberg Marc | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2015-07-23 | Dorchak Glenda | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2015-07-23 | Cohen William | Director | A-Award | A | Stock Option | 5,000 | 10.36 | 51.8K | 5,000 | — | ↗ |
| 2015-07-23 | BLACK RONALD D | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2015-06-30 | Miller Marcia Jean | Officer | J-Other | A | Common Stock | 766 | 4.21 | 3.2K | 7,181 | — | ↗ |
| 2015-06-30 | Hilliard Eric | Officer | J-Other | A | Common Stock | 1,334 | 4.21 | 5.6K | 9,412 | — | ↗ |
| 2015-04-01 | Bright Horizon Partners Inc. | 10% Owner | S-Sale | D | Common Stock | 100,000 | 4.00 | 400.0K | 1,030,434 | — | ↗ |
| 2015-03-16 | Tu James | Director / Officer | A-Award | A | Stock Option | 80,000 | 5.47 | 437.6K | 80,000 | — | ↗ |
| 2015-03-16 | Miller Marcia Jean | Officer | A-Award | A | Stock Option | 15,000 | 5.47 | 82.1K | 15,000 | — | ↗ |
| 2015-03-16 | Matrisciano Theresa A. | Officer | A-Award | A | Stock Option | 15,000 | 5.47 | 82.1K | 15,000 | — | ↗ |
| 2015-03-16 | Hilliard Eric | Officer | A-Award | A | Stock Option | 40,000 | 5.47 | 218.8K | 40,000 | — | ↗ |
| 2015-03-16 | DAVENPORT JOHN | Director | A-Award | A | Stock Option | 7,500 | 5.47 | 41.0K | 7,500 | — | ↗ |
| 2015-03-16 | Cheng Simon | Director | A-Award | A | Stock Option | 7,500 | 5.47 | 41.0K | 7,500 | — | ↗ |
| 2015-02-24 | Tu James | Director / Officer | X-InTheMoney | A | Common Stock | 90,000 | 4.30 | 387.0K | 300,000 | — | ↗ |
| 2015-02-17 | Cohen William | Director / 10% Owner | X-InTheMoney | A | Common Stock | 200,000 | 4.30 | 860.0K | 600,000 | — | ↗ |
| 2015-02-05 | Miller Marcia Jean | Officer | — | D | Common Stock | 0 | 0.00 | — | 6,415 | — | ↗ |
| 2015-01-28 | Miller Marcia Jean | Officer | — | D | Common Stock Option | 5,000 | 4.10 | 20.5K | 0 | — | ↗ |
| 2015-01-20 | Huang Gina | 10% Owner | P-Purchase | A | Common Stock | 200,000 | 4.50 | 900.0K | 852,173 | — | ↗ |
| 2014-12-31 | Matrisciano Theresa A. | Officer | — | D | Common Stock | 0 | 0.00 | — | 434 | — | ↗ |
| 2014-12-31 | Hilliard Eric | Officer | — | D | Common Stock | 0 | 0.00 | — | 8,078 | — | ↗ |
| 2014-09-18 | McAuliffe Thomas P. | Officer | — | D | Stock Option | 100,000 | 0.76 | 76.0K | 0 | — | ↗ |
| 2014-09-10 | DAVENPORT JOHN | Director | C-Conversion | A | Common Stock | 12,500 | 0.10 | 1.3K | 34,169 | — | ↗ |
| 2014-07-19 | Miller Marcia Jean | Officer | — | D | Stock Option | 2,500 | 4.10 | 10.3K | 0 | — | ↗ |
| 2014-07-19 | Matrisciano Theresa A. | Officer | — | D | Stock Option | 25,000 | 0.41 | 10.3K | 0 | — | ↗ |
| 2014-07-16 | Ramelot Michael Rush | Director | A-Award | A | Common Stock Option | 5,000 | 5.50 | 27.5K | 5,000 | — | ↗ |
| 2014-07-15 | He Xin | Director | A-Award | A | Stock Option | 5,000 | 5.50 | 27.5K | 5,000 | — | ↗ |
| 2014-07-15 | Cohen William | Director / 10% Owner | A-Award | A | Stock Option | 5,000 | 5.50 | 27.5K | 5,000 | — | ↗ |
| 2014-06-30 | Hilliard Eric | Officer | A-Award | A | Common Stock | 12,516 | 0.40 | 5.0K | 68,860 | — | ↗ |
| 2014-06-20 | Huang Gina | 10% Owner | C-Conversion | A | Common Stock | 2,000,000 | 0.43 | 860.0K | 6,000,000 | — | ↗ |
| 2014-05-27 | Hilliard Eric | Officer | F-InKind | D | Common Stock | 16,216 | 0.57 | 9.2K | 56,344 | — | ↗ |
| 2014-05-27 | DAVENPORT JOHN | Director | F-InKind | D | Common Stock | 78,592 | 0.57 | 44.8K | 216,690 | — | ↗ |
Executive team
Top executives
EBIT / Employee
-116.0K
Shares Outstanding
6.30M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Jay (Chiao-Chieh) Huang Chief Executive Officer and Chief Financial Officer Randy Gianas Senior Vice President | 152.6K | — | 19.2K | — | — | — | 171.8K | 11.19% | ↗ |
| 2 | 2024 | Jay (Chiao Chieh) Huang Chief Executive Officer Randy Gianas Senior Vice President | 150.9K | — | — | — | — | — | 150.9K | 0.00% | ↗ |
| 3 | 2024 | Jay (Chiao-Chieh) Huang Chief Executive Officer and Chief Financial Officer Randy Gianas Senior Vice President | 150.9K | — | — | — | — | — | 150.9K | 0.00% | ↗ |
| 4 | 2023 | Lesley A. Matt Former Chief Executive Officer | 179.0K | — | — | — | — | — | 179.0K | 0.00% | ↗ |
| 5 | 2023 | Jay (Chiao Chieh) Huang Chief Executive Officer Randy Gianas Senior Vice President | 150.0K | — | — | — | — | — | 150.0K | 0.00% | ↗ |
| 6 | 2023 | James R. Warren Former Senior Vice President, General Counsel and Corporate Secretary | 147.1K | — | — | — | — | — | 147.1K | 0.00% | ↗ |
| 7 | 2023 | Gregory S. Galluccio Former Senior Vice President, Product Management and Engineering | 4.0K | — | — | — | — | — | 4.0K | 0.00% | ↗ |
| 8 | 2022 | James R. Warren Senior Vice President, General Counsel and Corporate Secretary | 234.0K | — | — | 17.5K | — | — | 251.5K | 6.95% | ↗ |
| 9 | 2022 | James Tu Former Executive Chairman and Chief Executive Officer | 42.6K | — | — | — | — | 158.0K | 200.6K | 0.00% | ↗ |
| 10 | 2022 | Gregory S. Galluccio Senior Vice President, Product Management and Engineering | 167.0K | — | — | 17.5K | — | — | 184.5K | 9.48% | ↗ |
| 11 | 2022 | Lesley A. Matt Chief Executive Officer | 70.0K | — | — | 93.1K | — | — | 163.1K | 57.09% | ↗ |
| 12 | 2022 | Stephen Socolof Lead Independent Director (Former Interim Chief Executive Officer) | 64.8K | — | 7.4K | — | — | — | 72.2K | 10.25% | ↗ |
| 13 | 2021 | James Tu Former Executive Chairman and Chief Executive Officer | 276.9K | — | — | 65.1K | — | 2.2K | 344.3K | 18.91% | ↗ |
| 14 | 2021 | Tod A. Nestor Chief Operating Officer and Chief Financial Officer | 249.1K | — | — | 56.4K | 24.8K | 618.00 | 330.9K | 17.05% | ↗ |
| 15 | 2021 | James R. Warren Senior Vice President, General Counsel and Corporate Secretary | 230.0K | — | — | 52.1K | 17.6K | — | 299.7K | 17.38% | ↗ |
| 16 | 2020 | James Tu Executive Chairman and Chief Executive Officer | 268.2K | 9.9K | — | 34.4K | 84.8K | 2.2K | 399.4K | 8.60% | ↗ |
| 17 | 2020 | James Tu Former Executive Chairman and Chief Executive Officer | 268.2K | 9.9K | — | 34.4K | 84.8K | 2.2K | 399.4K | 8.60% | ↗ |
| 18 | 2020 | Tod A. Nestor President and Chief Financial Officer | 238.5K | 5.9K | — | 22.9K | 57.7K | 588.00 | 325.7K | 7.03% | ↗ |
| 19 | 2020 | Tod A. Nestor Chief Operating Officer and Chief Financial Officer | 238.5K | 5.9K | — | 22.9K | 57.7K | 588.00 | 325.7K | 7.03% | ↗ |
| 20 | 2020 | James R. Warren Senior Vice President, General Counsel and Corporate Secretary | 53.1K | 1.1K | 22.8K | 55.0K | 11.3K | — | 143.3K | 54.30% | ↗ |
| 21 | 2019 | James Tu Chairman and Chief Executive Officer | 170.8K | — | — | 87.0K | 120.0K | — | 377.8K | 23.03% | ↗ |
| 22 | 2019 | James Tu Executive Chairman and Chief Executive Officer | 170.8K | — | — | 87.0K | 120.0K | — | 377.8K | 23.03% | ↗ |
| 23 | 2019 | Theodore L. Tewksbury, III Former Chairman, Chief Executive Officer and President | 351.8K | — | — | — | — | — | 351.8K | 0.00% | ↗ |
| 24 | 2019 | Tod A. Nestor President and Chief Financial Officer | 108.2K | — | — | 43.5K | 50.0K | — | 201.7K | 21.57% | ↗ |
| 25 | 2019 | Tod A. Nestor President, Chief Financial Officer and Secretary | 108.2K | — | — | 43.5K | 50.0K | — | 201.7K | 21.57% | ↗ |
| 26 | 2019 | Jerry Turin Former Chief Financial Officer and Secretary | 169.7K | — | — | — | — | — | 169.7K | 0.00% | ↗ |
| 27 | 2018 | Theodore L. Tewksbury, III Former Chairman, Chief Executive Officer and President | 459.2K | — | 409.9K | — | — | 2.7K | 871.8K | 47.02% | ↗ |
| 28 | 2018 | Jerry Turin Former Chief Financial Officer and Secretary | 172.7K | 75.0K | 91.4K | 98.4K | — | 2.5K | 440.0K | 43.13% | ↗ |
| 29 | 2018 | Michael H. Port Former Chief Financial Officer and Secretary | 164.2K | — | 121.9K | — | — | 112.5K | 398.7K | 30.59% | ↗ |
| 30 | 2017 | Theodore L. Tewksbury, III Chairman, Chief Executive Officer and President | 407.7K | — | 262.2K | 191.2K | — | 569.00 | 861.6K | 52.62% | ↗ |
| 31 | 2017 | Theodore L. Tewksbury, III Former Chairman, Chief Executive Officer and President | 407.7K | — | 262.2K | 191.2K | — | 569.00 | 861.6K | 52.62% | ↗ |
| 32 | 2017 | James Tu Former Executive Chairman, Chief Executive Officer and President | 53.8K | — | — | — | — | 383.1K | 437.0K | 0.00% | ↗ |
| 33 | 2017 | Michael H. Port Former Chief Financial Officer and Secretary | 230.6K | — | 87.9K | 68.1K | — | 205.00 | 386.8K | 40.34% | ↗ |
| 34 | 2017 | Michael H. Port Chief Financial Officer and Secretary | 230.6K | — | 87.9K | 68.1K | — | 205.00 | 386.8K | 40.34% | ↗ |
| 35 | 2017 | Bradley B. White Former Chief Financial Officer and Secretary | 66.6K | — | 145.8K | 163.7K | — | 5.3K | 381.5K | 81.13% | ↗ |
| 36 | 2016 | James Tu Former Executive Chairman, Chief Executive Officer and President | 383.1K | — | 291.9K | 297.7K | — | 480.00 | 973.2K | 60.59% | ↗ |
| 37 | 2016 | Eric W. Hilliard Former President and Chief Operating Officer | 89.3K | — | 125.2K | 127.7K | — | 205.4K | 547.5K | 46.18% | ↗ |
| 38 | 2016 | Marcia J. Miller | 137.5K | — | 78.5K | 80.0K | — | 109.9K | 405.9K | 39.04% | ↗ |
| 39 | 2016 | Michael H. Port Chief Financial Officer and Secretary | 163.7K | 35.0K | 46.6K | — | — | — | 245.3K | 18.99% | ↗ |
| 40 | 2016 | Bradley B. White Former Chief Financial Officer and Secretary | 12.1K | — | — | — | — | 40.00 | 12.2K | 0.00% | ↗ |
| 41 | 2016 | Theodore L. Tewksbury, III Chairman, Chief Executive Officer and President | 11.5K | — | — | — | — | — | 11.5K | 0.00% | ↗ |
| 42 | 2015 | James Tu Former Executive Chairman, Chief Executive Officer and President | 304.0K | — | — | 325.3K | 327.6K | 1.0K | 958.0K | 33.96% | ↗ |
| 43 | 2015 | James Tu Executive Chairman and Chief Executive Officer | 304.0K | — | — | 325.3K | 327.6K | 1.0K | 958.0K | 33.96% | ↗ |
| 44 | 2015 | Eric W. Hilliard Former President and Chief Operating Officer | 243.2K | — | — | 162.7K | 262.1K | 1.2K | 669.2K | 24.31% | ↗ |
| 45 | 2015 | Eric W. Hilliard President and Chief Operating Officer | 243.2K | — | — | 162.7K | 262.1K | 1.2K | 669.2K | 24.31% | ↗ |
| 46 | 2015 | Marcia J. Miller Chief Financial Officer | 166.0K | 8.4K | — | 172.6K | 94.0K | 666.00 | 441.7K | 39.07% | ↗ |
| 47 | 2014 | James Tu Executive Chairman and Chief Executive Officer | 246.5K | 125.0K | — | 242.5K | — | 1.1K | 615.1K | 39.43% | ↗ |
| 48 | 2014 | James Tu Executive Chairman and Chief Executive Officer | 246.5K | 125.0K | — | 242.5K | — | 1.1K | 615.1K | 39.43% | ↗ |
| 49 | 2014 | Eric W. Hilliard President and Chief Operating Officer | 200.0K | 90.0K | — | 39.9K | — | 1.5K | 331.4K | 12.05% | ↗ |
| 50 | 2014 | Eric W. Hilliard President and Chief Operating Officer | 200.0K | 20.0K | — | 39.9K | 70.0K | 1.5K | 331.4K | 12.05% | ↗ |
| 51 | 2014 | Frank Lamanna Former Chief Financial Officer | 150.0K | — | — | 24.0K | — | 1.3K | 175.3K | 13.67% | ↗ |
| 52 | 2013 | Joseph G. Kaveski Former Chief Executive | 79.6K | — | — | 23.4K | — | 269.9K | 373.0K | 6.28% | ↗ |
| 53 | 2013 | Roger F. Buelow Former Chief Technology | 162.9K | — | — | 15.0K | — | 180.1K | 358.1K | 4.20% | ↗ |
| 54 | 2013 | James Tu Executive Chairman and Chief Executive Officer | 88.5K | 80.0K | — | 69.6K | — | 594.00 | 238.7K | 29.16% | ↗ |
| 55 | 2013 | Eric W. Hilliard President and Chief Operating Officer | 196.5K | — | — | 38.3K | — | 874.00 | 235.7K | 16.25% | ↗ |
| 56 | 2013 | Eric W. Hilliard President and Chief | 196.5K | — | — | 38.3K | — | 874.00 | 235.7K | 16.25% | ↗ |
| 57 | 2013 | Mark J. Plush | 94.9K | — | — | 20.9K | — | 61.0K | 176.8K | 11.82% | ↗ |
| 58 | 2013 | Frank Lamanna Former Chief Financial Officer | 133.8K | 20.0K | — | 19.5K | — | 619.00 | 173.9K | 11.18% | ↗ |
| 59 | 2013 | Frank Lamanna Former Chief Financial Officer | 133.8K | 20.0K | — | 19.5K | — | 619.00 | 173.9K | 11.18% | ↗ |
| 60 | 2012 | Joseph G. Kaveski Chief Executive O fficer | 225.0K | — | — | — | — | 1.2K | 283.6K | 0.00% | ↗ |
| 61 | 2012 | Joseph G. Kaveski Former Chief Executive | 225.0K | — | — | — | — | 1.2K | 226.2K | 0.00% | ↗ |
| 62 | 2012 | Roger F. Buelow Chief Technology Officer | 175.1K | — | — | — | — | 7.2K | 207.3K | 0.00% | ↗ |
| 63 | 2012 | Eric W. Hilliard Chief Operating Officer | 182.0K | — | — | — | — | 1.2K | 201.8K | 0.00% | ↗ |
| 64 | 2012 | Eric W. Hilliard President and Chief | 182.0K | — | — | — | — | 1.2K | 183.2K | 0.00% | ↗ |
| 65 | 2012 | Roger F. Buelow Former Chief Technology | 182.0K | — | — | — | — | 1.2K | 183.2K | 0.00% | ↗ |
| 66 | 2012 | James Tu Executive Chairman and | 1.1K | — | — | — | — | — | 1.1K | 0.00% | ↗ |
| 67 | 2011 | Joseph G. Kaveski Chief Executive | 225.0K | — | — | 76.0K | — | 1.2K | 302.2K | 25.15% | ↗ |
| 68 | 2011 | Joseph G. Kaveski Chief Executive O fficer | 225.0K | — | — | — | — | 1.2K | 302.2K | 0.00% | ↗ |
| 69 | 2011 | Roger F. Buelow Chief Technology Officer | 163.6K | — | — | — | — | 7.2K | 205.4K | 0.00% | ↗ |
| 70 | 2011 | Roger F. Buelow Chief Technology | 163.6K | — | — | 34.7K | — | 7.2K | 205.4K | 16.87% | ↗ |
| 71 | 2011 | Eric W. Hilliard Chief Operating Officer | 171.0K | — | — | — | — | 1.2K | 205.2K | 0.00% | ↗ |
| 72 | 2011 | Eric W. Hilliard Chief Operating | 171.0K | — | — | 33.0K | — | 1.2K | 205.2K | 16.07% | ↗ |
| 73 | 2010 | John M. Davenport President | 150.0K | — | 100.0K | — | — | 760.00 | 356.0K | 28.09% | ↗ |
| 74 | 2010 | Joseph G. Kaveski Chief Executive | 250.0K | — | — | 57.5K | — | 935.00 | 308.4K | 18.63% | ↗ |
| 75 | 2010 | Joseph G. Kaveski Chief Executive Officer | 225.0K | — | 25.0K | — | — | 935.00 | 308.4K | 8.11% | ↗ |
| 76 | 2010 | Eric W. Hilliard Chief Operating | 190.0K | — | — | 97.3K | — | 921.00 | 288.2K | 33.76% | ↗ |
| 77 | 2010 | Eric W. Hilliard Chief Operating Officer | 171.0K | — | 19.0K | — | — | 921.00 | 288.2K | 6.59% | ↗ |
| 78 | 2010 | Nicholas G. Berchtold Chief Financial Officer and Vice | 157.5K | — | 17.5K | — | — | 901.00 | 216.7K | 8.07% | ↗ |
| 79 | 2010 | Roger F. Buelow Chief Technology | 175.0K | — | — | 17.8K | — | 7.0K | 199.8K | 8.92% | ↗ |
| 80 | 2010 | Roger F. Buelow Chief Technology Officer | 157.5K | — | 17.5K | — | — | 7.0K | 199.8K | 8.76% | ↗ |
| 81 | 2009 | John M. Davenport President | 187.0K | — | 63.5K | — | — | 648.00 | 407.1K | 15.59% | ↗ |
| 82 | 2009 | Eric W. Hilliard Chief Operating Officer | 171.1K | — | 12.1K | — | — | 5.5K | 296.8K | 4.06% | ↗ |
| 83 | 2009 | Joseph G. Kaveski Chief Executive | 233.2K | — | 15.9K | — | — | 648.00 | 296.4K | 5.35% | ↗ |
| 84 | 2009 | Joseph G. Kaveski Chief Executive Officer | 233.2K | — | 15.9K | — | — | 648.00 | 296.4K | 5.35% | ↗ |
| 85 | 2009 | Nicholas G. Berchtold Chief Financial Officer and Vice | 157.6K | — | 11.1K | — | — | 648.00 | 210.2K | 5.28% | ↗ |
| 86 | 2009 | Roger F. Buelow Chief Technology Officer | 154.6K | — | 11.1K | — | — | 6.8K | 205.3K | 5.41% | ↗ |
| 87 | 2008 | John M. Davenport President | 250.0K | — | — | — | — | 540.00 | 462.4K | 0.00% | ↗ |
| 88 | 2008 | Eric W. Hilliard Chief Operating Officer | 190.0K | — | — | — | — | 540.00 | 294.8K | 0.00% | ↗ |
| 89 | 2008 | Joseph G. Kaveski Chief Executive Officer | 176.9K | — | — | — | — | 44.6K | 241.6K | 0.00% | ↗ |
| 90 | 2008 | Joseph G. Kaveski Chief Executive | 176.9K | — | — | — | — | 44.6K | 241.6K | 0.00% | ↗ |
| 91 | 2008 | Roger R. Buelow Chief Technology Officer | 175.0K | — | — | — | — | 6.7K | 229.4K | 0.00% | ↗ |
| 92 | 2008 | Roger F. Buelow Chief Technology Officer | 175.0K | — | — | — | — | 6.7K | 229.4K | 0.00% | ↗ |
| 93 | 2008 | Nicholas G. Berchtold Chief Financial Officer | 175.0K | — | — | — | — | 540.00 | 211.4K | 0.00% | ↗ |
| 94 | 2008 | Nicholas G. Berchtold Chief Financial Officer and Vice | 175.0K | — | — | — | — | 540.00 | 211.4K | 0.00% | ↗ |
| 95 | 2007 | John M. Davenport President (Chief Executive Officer to May 6, 2008) | 250.0K | — | — | — | — | — | 528.8K | 0.00% | ↗ |
| 96 | 2007 | John M. Davenport President | 250.0K | — | — | — | — | 880.00 | 528.8K | 0.00% | ↗ |
| 97 | 2007 | Ted des Enfants Vice President, U.S. | 145.5K | — | — | — | — | — | 309.9K | 0.00% | ↗ |
| 98 | 2007 | Barry R. Greenwald President of Pool | 212.5K | — | — | — | — | — | 303.5K | 0.00% | ↗ |
| 99 | 2007 | Robert A. Connors VP Finance and CFO | 126.1K | — | — | — | — | — | 283.4K | 0.00% | ↗ |
| 100 | 2007 | Eric M. Hilliard Vice President and Chief Operating | 180.0K | — | — | — | — | — | 271.1K | 0.00% | ↗ |
| 101 | 2007 | Eric W. Hilliard Chief Operating Officer | 180.0K | — | — | — | — | 612.00 | 271.1K | 0.00% | ↗ |
| 102 | 2007 | Roger Buelow Vice President and | 183.2K | 10.0K | — | — | — | — | 226.6K | 0.00% | ↗ |
| 103 | 2007 | Roger F. Buelow Chief Technology Officer | 183.2K | 10.0K | — | — | — | 365.00 | 226.6K | 0.00% | ↗ |
| 104 | 2007 | Roger R. Buelow Chief Technology Officer | 183.2K | 10.0K | — | — | — | 365.00 | 226.6K | 0.00% | ↗ |
| 105 | 2007 | Nicholas G. Berchtold Chief Financial Officer | 68.3K | — | — | — | — | — | 77.4K | 0.00% | ↗ |
| 106 | 2007 | Nicholas G. Berchtold Chief Financial Officer | 68.3K | — | — | — | — | 108.00 | 77.3K | 0.00% | ↗ |
| 107 | 2007 | Nicholas G. Berchtold Chief Financial Officer and Vice | 68.3K | — | — | — | — | 108.00 | 77.3K | 0.00% | ↗ |
| 108 | 2007 | Joseph G. Kaveski Chief Executive Officer | — | — | — | — | — | 49.0K | 49.0K | 0.00% | ↗ |
| 109 | 2007 | Joseph G. Kaveski Chief Executive Officer (May 6, 2008 to present) | — | — | — | — | — | — | 49.0K | 0.00% | ↗ |
| 110 | 2006 | John M. Davenport President (Chief Executive Officer to May , ) | 250.0K | — | — | — | — | — | 544.8K | 0.00% | ↗ |
| 111 | 2006 | John M. Davenport President | 250.0K | — | — | — | — | 773.00 | 544.8K | 0.00% | ↗ |
| 112 | 2006 | John M. Davenport President (Chief Executive Officer to May 6, 2008) | 250.0K | — | — | — | — | — | 544.8K | 0.00% | ↗ |
| 113 | 2006 | Ted des Enfants Vice President, U.S. | 175.0K | — | — | — | — | — | 245.6K | 0.00% | ↗ |
| 114 | 2006 | Ted des Enfants Vice President, U.S. | 175.0K | — | — | — | — | — | 245.6K | 0.00% | ↗ |
| 115 | 2006 | Robert A. Connors VP Finance and CFO | 191.0K | — | — | — | — | — | 244.5K | 0.00% | ↗ |
| 116 | 2006 | Robert A. Connors VP Finance and CFO | 191.0K | — | — | — | — | — | 244.5K | 0.00% | ↗ |
| 117 | 2006 | Barry R. Greenwald President of Pool | 202.0K | — | — | — | — | — | 237.9K | 0.00% | ↗ |
| 118 | 2006 | Barry R. Greenwald President of Pool | 202.0K | — | — | — | — | — | 237.9K | 0.00% | ↗ |
| 119 | 2006 | Roger Buelow | 140.0K | 10.0K | — | — | — | — | 188.9K | 0.00% | ↗ |
| 120 | 2006 | Roger R. Buelow Chief Technology Officer | 140.0K | — | — | — | — | 258.00 | 178.9K | 0.00% | ↗ |
| 121 | 2006 | Roger Buelow Vice President and | 140.0K | — | — | — | — | — | 178.9K | 0.00% | ↗ |
| 122 | 2006 | Eric W. Hilliard Chief Operating Officer | 28.8K | — | — | — | — | — | 28.8K | 0.00% | ↗ |
| 123 | 2006 | Eric M. Hilliard Vice President and Chief Operating | 28.8K | — | — | — | — | — | 28.8K | 0.00% | ↗ |
| 124 | 2005 | David N. Ruckert CEO/President | 201.2K | — | — | — | — | 345.1K | 546.3K | 0.00% | ↗ |
| 125 | 2005 | John Davenport President/CEO | 225.0K | — | — | 200.0K | — | 773.00 | 225.8K | 88.58% | ↗ |
| 126 | 2005 | Barry R. Greenwald Senior Vice President, Pool Spa Division | 189.5K | — | — | — | — | 1.1K | 190.6K | 0.00% | ↗ |
| 127 | 2005 | Ted des Enfants Vice President, U.S. Commercial Sales | 175.0K | — | — | 15.0K | — | 258.00 | 175.3K | 8.56% | ↗ |
| 128 | 2005 | Robert A. Connors Vice President, Finance Chief Financial Officer | 166.0K | — | — | — | — | 807.00 | 166.8K | 0.00% | ↗ |
| 129 | 2005 | Roger Buelow | 111.6K | — | — | — | — | 258.00 | 111.9K | 0.00% | ↗ |
| 130 | 2004 | David N. Ruckert President and Chief Executive Officer | 221.4K | — | — | — | — | 10.6K | 231.9K | 0.00% | ↗ |
| 131 | 2004 | David N. Ruckert CEO/President | 221.4K | — | — | — | — | 10.6K | 231.9K | 0.00% | ↗ |
| 132 | 2004 | John Davenport Chief Operating Officer/ Chief Technology Officer | 200.0K | — | — | 20.0K | — | 773.00 | 200.8K | 9.96% | ↗ |
| 133 | 2004 | John Davenport President/CEO | 200.0K | — | — | 20.0K | — | 773.00 | 200.8K | 9.96% | ↗ |
| 134 | 2004 | Barry R. Greenwald Senior Vice President, Pool Spa Division | 176.0K | — | — | 15.0K | — | 1.1K | 177.1K | 8.47% | ↗ |
| 135 | 2004 | Ted des Enfants Vice President, U.S. Commercial Sales | 175.0K | — | — | 25.0K | — | 258.00 | 175.3K | 14.26% | ↗ |
| 136 | 2004 | Robert A. Connors Vice President, Finance Chief Financial Officer | 166.0K | — | — | — | — | 807.00 | 166.8K | 0.00% | ↗ |
| 137 | 2003 | David N. Ruckert CEO/President | 207.9K | — | — | — | — | 11.1K | 219.0K | 0.00% | ↗ |
| 138 | 2003 | David N. Ruckert President and Chief Executive Officer | 207.9K | — | — | 25.0K | — | 11.1K | 219.0K | 11.41% | ↗ |
| 139 | 2003 | John Davenport Chief Operating Officer/ Chief Technology Officer | 187.5K | — | — | 20.0K | — | 773.00 | 188.3K | 10.62% | ↗ |
| 140 | 2003 | John Davenport President/CEO | 187.5K | — | — | — | — | 773.00 | 188.3K | 0.00% | ↗ |
| 141 | 2003 | Barry R. Greenwald Senior Vice President, Pool Spa Division | 185.8K | — | — | — | — | 1.6K | 187.4K | 0.00% | ↗ |
| 142 | 2003 | Robert A. Connors Vice President, Finance Chief Financial Officer | 156.0K | — | — | 15.0K | — | 715.00 | 156.7K | 9.57% | ↗ |
| 143 | 2003 | J. Steven Keplinger Senior Vice President, Operations and Retail | 148.7K | — | — | — | — | 742.00 | 149.5K | 0.00% | ↗ |
| 144 | 2003 | Ted des Enfants Vice President, U.S. Commercial Sales | — | — | — | — | — | 679.00 | 679.00 | 0.00% | ↗ |
| 145 | 2002 | David N. Ruckert President and Chief Executive Officer | 221.4K | — | — | — | — | 10.3K | 231.7K | 0.00% | ↗ |
| 146 | 2002 | David N. Ruckert President and Chief Executive Officer | 221.4K | — | — | — | — | 10.3K | 231.7K | 0.00% | ↗ |
| 147 | 2002 | John Davenport Vice President, Chief Technology Officer | 178.0K | — | — | 100.0K | — | 773.00 | 178.8K | 55.94% | ↗ |
| 148 | 2002 | John Davenport Chief Operating Officer/ Chief Technology Officer | 178.0K | — | — | 100.0K | — | 773.00 | 178.8K | 55.94% | ↗ |
| 149 | 2002 | Barry R. Greenwald Senior Vice President, Pool Spa Division | 78.2K | 96.0K | — | — | — | 1.5K | 175.7K | 0.00% | ↗ |
| 150 | 2002 | Barry R. Greenwald Senior Vice President, Pool Spa Division | 78.2K | 96.0K | — | — | — | 1.5K | 175.7K | 0.00% | ↗ |
| 151 | 2002 | Robert A. Connors Vice President, Finance Chief Financial Officer | 166.0K | — | — | — | — | 620.00 | 166.6K | 0.00% | ↗ |
| 152 | 2002 | Robert A. Connors Vice President, Finance Chief Financial Officer | 166.0K | — | — | 29.0K | — | 620.00 | 166.6K | 17.40% | ↗ |
| 153 | 2002 | J. Steven Keplinger Senior Vice President, Operations and Retail | 144.2K | — | — | — | — | 679.00 | 144.8K | 0.00% | ↗ |
| 154 | 2002 | J. Steven Keplinger Senior Vice President, Operations and Retail | 144.2K | — | — | — | — | 679.00 | 144.8K | 0.00% | ↗ |
| 155 | 2002 | Ted des Enfants Vice President, U.S. Commercial Sales | — | — | — | — | — | 545.00 | 545.00 | 0.00% | ↗ |
| 156 | 2001 | David N. Ruckert President and Chief Executive Officer | 221.4K | — | — | — | — | 9.8K | 231.2K | 0.00% | ↗ |
| 157 | 2001 | David N. Ruckert President and Chief Executive Officer | 221.4K | — | — | — | — | 9.8K | 231.2K | 0.00% | ↗ |
| 158 | 2001 | Barry R. Greenwald Senior Vice President, Pool Spa Division | 100.5K | 96.0K | — | — | — | 1.3K | 197.8K | 0.00% | ↗ |
| 159 | 2001 | Barry R. Greenwald Senior Vice President, Pool Spa Division | 100.5K | 96.0K | — | — | — | 1.3K | 197.8K | 0.00% | ↗ |
| 160 | 2001 | Robert A. Connors Vice President, Finance Chief Financial Officer | 166.0K | — | — | — | — | 620.00 | 166.6K | 0.00% | ↗ |
| 161 | 2001 | Robert A. Connors Vice President, Finance Chief Financial Officer | 166.0K | — | — | — | — | 620.00 | 166.6K | 0.00% | ↗ |
| 162 | 2001 | J. Steven Keplinger Senior Vice President, Operations and Retail | 156.8K | — | — | 12.0K | — | 545.00 | 157.3K | 7.63% | ↗ |
| 163 | 2001 | J. Steven Keplinger Senior Vice President, Operations and Retail | 156.8K | — | — | — | — | 545.00 | 157.3K | 0.00% | ↗ |
| 164 | 2001 | John Davenport Vice President, Chief Technology Officer | 156.0K | — | — | — | — | 773.00 | 156.8K | 0.00% | ↗ |
| 165 | 2001 | John Davenport Chief Operating Officer/ Chief Technology Officer | 156.0K | — | — | — | — | 773.00 | 156.8K | 0.00% | ↗ |
| 166 | 2000 | Barry Greenwald Senior Vice President, Pool Spa Division | 80.0K | 169.3K | — | 1.7K | — | 1.2K | 250.5K | 0.67% | ↗ |
| 167 | 2000 | Barry R. Greenwald Senior Vice President, Pool Spa Division | 80.0K | 169.3K | — | 1.7K | — | 1.2K | 250.5K | 0.67% | ↗ |
| 168 | 2000 | David N. Ruckert President and Chief Executive Officer | 211.1K | 27.7K | — | 55.0K | — | 6.4K | 245.3K | 22.42% | ↗ |
| 169 | 2000 | Fredrick Martin Chief Operating Officer | 168.9K | 15.0K | — | — | — | 1.1K | 185.1K | 0.00% | ↗ |
| 170 | 2000 | J. Steven Keplinger Senior Vice President, Operations and Retail | 154.8K | 13.3K | — | — | — | 518.00 | 168.6K | 0.00% | ↗ |
| 171 | 2000 | Robert A. Connors Vice President, Finance Chief Financial Officer | 153.5K | 13.5K | — | — | — | 620.00 | 167.6K | 0.00% | ↗ |
| 172 | 2000 | Robert Connors Vice President, Finance Chief Financial Officer | 153.5K | — | — | 29.0K | — | 620.00 | 154.1K | 18.82% | ↗ |
| 173 | 2000 | J. Arthur Hatley Vice President and General Manager, Commercial Lighting | 76.0K | 66.5K | — | — | — | 715.00 | 143.2K | 0.00% | ↗ |
| 174 | 2000 | John Davenport Vice President, Chief Technology Officer | 135.6K | — | — | 50.0K | — | 773.00 | 136.4K | 36.65% | ↗ |
| 175 | 1999 | Barry R. Greenwald Senior Vice President, Pool Spa Division | 80.0K | 122.5K | — | — | — | 1.1K | 203.6K | 0.00% | ↗ |
| 176 | 1999 | Barry Greenwald Senior Vice President, Pool Spa Division | 80.0K | 122.5K | — | 64.7K | — | 1.1K | 203.6K | 31.77% | ↗ |
| 177 | 1999 | David N. Ruckert President and Chief Executive Officer | 190.8K | — | — | 107.5K | — | 5.9K | 196.7K | 54.65% | ↗ |
| 178 | 1999 | Fredrick Martin Chief Operating Officer | 161.7K | — | — | 31.5K | — | 1.1K | 162.9K | 19.34% | ↗ |
| 179 | 1999 | J. Arthur Hatley Vice President and General Manager, Commercial Lighting | 76.0K | 66.5K | — | — | — | 1.1K | 143.5K | 0.00% | ↗ |
| 180 | 1999 | Robert Connors Vice President, Finance Chief Financial Officer | 141.0K | — | — | 21.0K | — | 620.00 | 141.6K | 14.83% | ↗ |
| 181 | 1999 | Robert A. Connors Vice President, Finance Chief Financial Officer | 141.0K | — | — | — | — | 620.00 | 141.6K | 0.00% | ↗ |
| 182 | 1999 | J. Steven Keplinger Senior Vice President, Operations and Retail | 128.1K | — | — | 21.0K | — | 465.00 | 128.5K | 16.34% | ↗ |
| 183 | 1999 | John Davenport Vice President, Chief Technology Officer | 21.7K | — | — | 12.0K | — | — | 21.7K | 55.38% | ↗ |
| 184 | 1998 | David N. Ruckert President and Chief Executive Officer | 190.8K | — | — | — | — | 5.3K | 196.1K | 0.00% | ↗ |
| 185 | 1998 | Barry Greenwald Senior Vice President, Pool Spa Division | 80.0K | 77.6K | — | — | — | 973.00 | 158.6K | 0.00% | ↗ |
| 186 | 1998 | Fredrick Martin Chief Operating Officer | 150.2K | — | — | — | — | 1.1K | 151.3K | 0.00% | ↗ |
| 187 | 1998 | J. Steven Keplinger Senior Vice President, Operations and Retail | 128.1K | 13.5K | — | — | — | 438.00 | 142.0K | 0.00% | ↗ |
| 188 | 1998 | J. Arthur Hatley Vice President and General Manager, Commercial Lighting | 76.0K | 49.9K | — | 25.0K | — | 186.00 | 126.1K | 19.83% | ↗ |
| 189 | 1998 | Robert Connors Vice President, Finance Chief Financial Officer | 69.0K | — | — | 50.0K | — | 620.00 | 69.6K | 71.86% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Randy Gianas | Senior Vice President | 152.6K | male |
| Chiao Chieh Huang | CEO, President, CFO & Director | 19 | male |
| Edward Gilmore | Chief Executive Officer of Little Grapevine | — | — |
| Laszlo Takacs | Chief Technology Officer | — | male |
| Stephen Davis | Director of Government & Investor Relations | — | — |
ESG Rating
ESG Score History FURNISHINGS, FIXTURES & APPLIANCES
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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Community Opinion for EFOI
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.
