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Envela Corporation (ELA)

USD21.73 -0.59 (-2.64%)
US AMEX Consumer Cyclical Luxury Goods
Address 1901 Gateway Drive 75038-5202
Irving, TX, US
CEO John Richardson Loftus
Website envela.com
IPO 1992-03-18
CIK 701719 ISIN US29402E1029

Explore sections of this company profile

Description

Envela Corporation, along with its subsidiaries, primarily engages in the acquisition and sale of precious metal products and fine jewelry. Its diverse clientele spans individual consumers, resellers, major corporations (including Fortune 500 companies), governmental entities, educational institutions, and various other organizations throughout the United States. The company's offerings include a wide array of upscale watches and jewelry pieces, such as bridal sets, contemporary fashion designs, custom-made items, diamonds, various gemstones, and essential watch and jewelry components. Additionally, Envela deals in an extensive range of precious metals like gold, silver, platinum, and palladium, available in forms such as U.S. and international government coins, privately minted medallions, decorative art bars, and standard trade bars. It also trades in numismatic collectibles, which encompass rare coins, paper currency, medals, tokens, and other historical artifacts. Furthermore, Envela provides repair services for both jewelry and timepieces. Beyond these traditional activities, Envela offers specialized services in electronics recycling for end-of-life devices, coupled with logistical support for disposal that includes transportation and tracking. Its IT asset disposition (ITAD) offerings cover compliance management and secure data sanitization. The firm also assists businesses with technology needs, providing support for software enhancements, upgrades to hardware and networking infrastructure, and transitions to cloud computing solutions. As of December 31, 2021, Envela Corporation distributed its products and services through seven physical retail locations – six operating as Dallas Gold & Silver Exchange and one as Charleston Gold & Diamond Exchange. These were supplemented by a suite of e-commerce platforms, namely cgdeinc.com, dgse.com, echoenvironmental.com, ITADUSA.com, availrecovery.com, and teladvance.com. Incorporated in 1965 and headquartered in Irving, Texas, the company adopted its current name, Envela Corporation, in December 2019, having previously been known as DGSE Companies, Inc.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
DGSE Companies Inc. DGSE 2007-02-26 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD21.73 -0.59 (-2.64%)
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Volume Profile
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Liquidity & share structure
Average Volume
110.5K
Beta
0.39
Float Shares
6.70M
Free Float %
25.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.41% +1.51% +38.83% +88.09% +131.51% +80.64% +296.88% +253.88% +456.91% +4,685.19% +302.83%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (2 ratings, all time) Buy
Price Targets & DCF
Current price
21.73
Low 27.00 +24.3%
Consensus 27.00 +24.3%
Median 27.00 +24.3%
High 27.00 +24.3%
DCF (Unlevered) 19.54 -10.1%
DCF (Levered) 7.75 -64.3%

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

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 2 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
12.00
-44.8%
All Time 1
12.00
-44.8%
Quality scores
Altman Z-Score
16.59
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Luxury Goods: +16.7%
    +33.6% Q1'26: +103.9% (vs Q1'25)
  • EPS growth Luxury Goods: +44.9%
    +115.4% Q1'26: +254.5% (vs Q1'25)
  • FCF margin FCF growth · Luxury Goods: +47.0%
    -1.1% Q1'26: +20.9% (vs Q1'25)
  • EBIT margin Luxury Goods: +9.4%
    +7.5% Q1'26: +11.4% (vs Q1'25)
  • ROIC Luxury Goods: +9.9%
    +20.5% Q1'26: +61.2% (vs Q1'25)
  • Share dilution Luxury Goods: +0.0%
    -0.8% Q1'26: -0.1% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Luxury Goods: 0.25×
    0.99× Q1'26: 0.43× (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 (0.26) × ERP
WACC = 96% × Ke + 4% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 20.28 Current price: 21.73
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
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Revenue
82.02M
est: 83.20M (-1.4%)
113.92M
est: 113.90M (+0.0%)
140.97M
est: 138.12M (+2.1%)
182.69M
est: 182.04M (+0.4%)
175.26M
est: 155.92M (+12.4%)
180.38M
est: 180.39M (0.0%)
241.02M
est: 241.01M (+0.0%)
279.84M
267.50M – 292.18M
+16.1% YoY
250.07M
239.04M – 261.10M
-10.6% YoY
EBITDA
3.81M
est: 6.04M (-36.9%)
7.82M
est: 8.27M (-5.4%)
11.79M
est: 10.03M (+17.6%)
16.32M
est: 13.22M (+23.4%)
10.85M
est: 11.77M (-7.8%)
10.75M
est: 13.61M (-21.0%)
19.98M
est: 18.19M (+9.8%)
21.12M
20.19M – 22.05M
+16.1% YoY
18.87M
18.04M – 19.70M
-10.6% YoY
EBIT
3.29M
est: 5.42M (-39.3%)
7.09M
est: 7.42M (-4.4%)
10.87M
est: 9.00M (+20.7%)
14.86M
est: 11.86M (+25.3%)
9.48M
est: 10.56M (-10.2%)
9.20M
est: 12.22M (-24.7%)
18.11M
est: 16.32M (+10.9%)
18.96M
18.12M – 19.79M
+16.1% YoY
16.94M
16.19M – 17.69M
-10.6% YoY
Net Income
2.78M
est: 2.88M (-3.4%)
6.38M
est: 5.50M (+16.1%)
10.05M
est: 9.57M (+5.0%)
15.69M
est: 14.14M (+11.0%)
7.15M
est: 6.49M (+10.1%)
6.76M
est: 6.73M (+0.4%)
14.60M
est: 14.57M (+0.2%)
18.83M
17.76M – 19.91M
+29.2% YoY
17.09M
16.04M – 17.99M
-9.3% YoY
SGA
12.49M
est: 13.59M (-8.1%)
15.55M
est: 18.61M (-16.4%)
20.80M
est: 22.57M (-7.8%)
29.43M
est: 29.74M (-1.1%)
31.54M
est: 25.61M (+23.1%)
34.61M
est: 29.63M (+16.8%)
33.95M
est: 39.59M (-14.2%)
45.97M
43.94M – 47.99M
+16.1% YoY
41.08M
39.26M – 42.89M
-10.6% YoY
EPS
0.10
est: 0.11 (-9.1%)
0.24
est: 0.21 (+14.3%)
0.37
est: 0.37 (+1.2%)
0.58
est: 0.54 (+7.4%)
0.27
est: 0.24 (+10.4%)
0.26
est: 0.26 (+0.4%)
0.56
est: 0.56 (-0.2%)
0.73
0.68 – 0.77
+29.2% YoY
0.66
0.62 – 0.69
-9.7% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 B+ 3/5 2/5 5/5 5/5 2/5 3/5 1/5
2026-05-11 B+ 3/5 2/5 5/5 5/5 2/5 3/5 1/5
2026-05-08 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-05-07 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-05-06 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-05-05 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-05-04 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-05-01 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-30 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-29 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-28 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-27 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-24 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-23 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-22 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-21 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-20 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-17 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-16 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
30.28M
OE per share TTM
1.17
Owner's Yield
6.07%
Maintenance CapEx ratio
44.32%
Maint CapEx / Avg PPE
8.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
10
Total invested
23.56M
Insider transactions (90d)
0
Beneficial owners (>5%)
6
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 David W. Berry 988.3K 8.80% 944.3K 44.0K 944.3K IN Texas 2012-01-27
2 Kaizen Capital, L.L.C. 944.3K 8.40% 900.3K 44.0K 900.3K OO Texas 2012-01-27
3 Kaizen Management, L.P. 944.3K 8.40% 900.3K 44.0K 900.3K PN Texas 2012-01-27
4 Select Contrarian Value Partners, L.P. 900.3K 8.00% 900.3K 900.3K PN Texas 2012-01-27
5 Spectrum Galaxy Fund, Ltd. 17.4K 0.20% 17.4K PN : 2007-08-14
6 10. 5.2K 0.00% 5.2K 5.2K FI Texas 2015-02-17

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
10
-47 vs prev Q
New positions
6
Closed positions
53
Increased
7
Reduced
1
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 MINK BROOK ASSET MANAGEMENT LLC 1.30M -56.0 (0.0%) 17.37M +7.2M (+71.3%) 5.00% +0.005 pp 10.97% +4.145 pp USD7.07 +89.3% 5 qtrs
2 TOPLINE CAPITAL MANAGEMENT, LLC 851.8K -11.2K (-1.3%) 11.40M +4.7M (+69.1%) 3.28% -0.040 pp 1.03% -0.128 pp USD7.05 +89.8% 5 qtrs
3 VANGUARD GROUP INC 469.3K +14.3K (+3.1%) 6.28M +2.7M (+76.7%) 1.81% +0.057 pp 0.00% +0.000 pp USD6.06 +120.8% 24 qtrs
4 BLACKROCK, INC. 318.6K +95.2K (+42.6%) 4.26M +2.5M (+144.3%) 1.23% +0.368 pp 0.00% +0.000 pp USD8.90 +50.3% 6 qtrs
5 RENAISSANCE TECHNOLOGIES LLC 192.1K -6.6K (-3.3%) 2.57M +1.0M (+65.6%) 0.74% -0.025 pp 0.00% +0.002 pp USD4.80 +178.8% 25 qtrs
6 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 185.4K +171.3K (+1,213.5%) 2.48M +2.4M (+2,150.2%) 0.71% +0.660 pp 0.00% +0.004 pp USD12.96 +3.2% 2 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 149.1K +5.1K (+3.5%) 2.00M +870.4K (+77.4%) 0.57% +0.020 pp 0.00% +0.000 pp USD6.66 +100.9% 23 qtrs
8 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 136.9K +56.3K (+69.7%) 1.83M +1.2M (+190.8%) 0.53% +0.217 pp 0.00% +0.001 pp USD9.73 +37.5% 14 qtrs
9 EAM INVESTORS, LLC 97.2K +97.2K (+100.0%) 1.30M +1.3M (+100.0%) 0.37% +0.374 pp 0.14% +0.145 pp USD13.38 +0.0% 1 qtrs NEW
10 BRIDGEWAY CAPITAL MANAGEMENT, LLC 96.7K -10.0K (-9.4%) 1.29M +460.5K (+55.3%) 0.37% -0.038 pp 0.03% +0.009 pp USD4.27 +213.3% 25 qtrs
11 STATE STREET CORP 74.0K +11.8K (+18.9%) 990.3K +504.3K (+103.7%) 0.29% +0.046 pp 0.00% +0.000 pp USD7.51 +78.2% 23 qtrs
12 NORTHERN TRUST CORP 73.5K -2.8K (-3.7%) 983.0K +387.2K (+65.0%) 0.28% -0.011 pp 0.00% +0.000 pp USD6.45 +107.4% 23 qtrs
13 GOLDMAN SACHS GROUP INC 72.9K +25.7K (+54.6%) 975.3K +607.1K (+164.9%) 0.28% +0.099 pp 0.00% +0.000 pp USD9.58 +39.7% 7 qtrs
14 SEI INVESTMENTS CO 59.2K +59.2K (+100.0%) 791.7K +791.7K (+100.0%) 0.23% +0.228 pp 0.00% +0.001 pp USD13.38 +0.0% 1 qtrs NEW
15 US BANCORP \DE\ 58.2K +— (+0.0%) 778.6K +324.1K (+71.3%) 0.22% +0.000 pp 0.00% +0.000 pp USD5.48 +144.2% 6 qtrs
16 DIMENSIONAL FUND ADVISORS LP 54.3K -2.9K (-5.1%) 725.7K +278.4K (+62.2%) 0.21% -0.011 pp 0.00% +0.000 pp USD6.40 +109.1% 20 qtrs
17 HILLSDALE INVESTMENT MANAGEMENT INC. 39.4K -8.0K (-16.9%) 527.2K +157.0K (+42.4%) 0.15% -0.031 pp 0.01% +0.003 pp USD7.40 +80.8% 3 qtrs
18 BANK OF AMERICA CORP /DE/ 38.5K -10.1K (-20.7%) 514.5K +135.6K (+35.8%) 0.15% -0.039 pp 0.00% +0.000 pp USD6.59 +103.0% 14 qtrs
19 NEWEDGE ADVISORS, LLC 35.8K +20.2K (+129.2%) 479.4K +357.3K (+292.6%) 0.14% +0.078 pp 0.00% +0.001 pp USD10.94 +22.3% 5 qtrs
20 MORGAN STANLEY 24.9K +2.5K (+11.1%) 333.5K +158.3K (+90.4%) 0.10% +0.010 pp 0.00% +0.000 pp USD6.36 +110.4% 25 qtrs
21 UBS GROUP AG 23.9K -11.8K (-33.0%) 320.1K +41.1K (+14.7%) 0.09% -0.045 pp 0.00% +0.000 pp USD6.89 +94.2% 25 qtrs
22 LEO WEALTH, LLC 23.1K +23.1K (+100.0%) 308.7K +308.7K (+100.0%) 0.09% +0.089 pp 0.02% +0.022 pp USD13.38 +0.0% 9 qtrs
23 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 20.0K +— (+0.0%) 267.7K +111.5K (+71.3%) 0.08% +0.000 pp 0.00% +0.000 pp USD6.12 +118.6% 3 qtrs
24 KINGSVIEW WEALTH MANAGEMENT, LLC 16.3K +16.3K (+100.0%) 217.7K +217.7K (+100.0%) 0.06% +0.063 pp 0.00% +0.003 pp USD13.38 +0.0% 1 qtrs NEW
25 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15.8K +15.8K (+100.0%) 211.7K +211.7K (+100.0%) 0.06% +0.061 pp 0.00% +0.001 pp USD13.38 +0.0% 1 qtrs NEW
26 BARCLAYS PLC 13.4K +8.3K (+165.7%) 178.7K +151.1K (+548.8%) 0.05% +0.032 pp 0.00% +0.000 pp USD10.64 +25.8% 11 qtrs
27 MASSAR CAPITAL MANAGEMENT, LP 13.0K +13.0K (+100.0%) 174.5K +174.5K (+100.0%) 0.05% +0.050 pp 0.02% +0.019 pp USD13.38 +0.0% 1 qtrs NEW
28 OCCUDO QUANTITATIVE STRATEGIES LP 11.7K +11.7K (+100.0%) 157.2K +157.2K (+100.0%) 0.05% +0.045 pp 0.01% +0.011 pp USD13.38 +0.0% 1 qtrs NEW
29 BANK OF NEW YORK MELLON CORP 11.7K +1.4K (+14.2%) 156.1K +76.3K (+95.6%) 0.04% +0.006 pp 0.00% +0.000 pp USD8.50 +57.4% 2 qtrs
30 ADAMSBROWN WEALTH CONSULTANTS LLC 10.0K +— (+0.0%) 133.8K +55.7K (+71.3%) 0.04% +0.000 pp 0.04% +0.016 pp USD6.12 +118.6% 3 qtrs
31 BAADER BANK AKTIENGESELLSCHAFT 10.0K +10.0K (+100.0%) 133.8K +133.8K (+100.0%) 0.04% +0.039 pp 0.01% +0.009 pp USD13.38 +0.0% 1 qtrs NEW
32 NEW YORK STATE COMMON RETIREMENT FUND 7.6K +— (+0.0%) 101.7K +42.3K (+71.3%) 0.03% +0.000 pp 0.00% +0.000 pp USD6.12 +118.6% 3 qtrs
33 WELLS FARGO & COMPANY/MN 7.3K +3.2K (+78.1%) 97.3K +65.4K (+205.2%) 0.03% +0.012 pp 0.00% +0.000 pp USD9.45 +41.6% 3 qtrs
34 DEUTSCHE BANK AG\ 6.3K +5.2K (+471.0%) 83.7K +75.1K (+878.2%) 0.02% +0.020 pp 0.00% +0.000 pp USD12.40 +7.9% 2 qtrs
35 RHUMBLINE ADVISERS 5.3K -1.3K (-19.5%) 71.5K +19.6K (+37.9%) 0.02% -0.005 pp 0.00% +0.000 pp USD6.21 +115.5% 11 qtrs
36 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 3.2K +88.0 (+2.8%) 42.7K +18.5K (+76.2%) 0.01% +0.000 pp 0.00% +0.000 pp USD6.32 +111.7% 3 qtrs
37 JPMORGAN CHASE & CO 2.9K +15.0 (+0.5%) 38.5K +16.1K (+72.2%) 0.01% +0.000 pp 0.00% +0.000 pp USD6.18 +116.5% 14 qtrs
38 TRADEWINDS CAPITAL MANAGEMENT, LLC 2.7K +2.7K (+100.0%) 36.0K +36.0K (+100.0%) 0.01% +0.010 pp 0.01% +0.008 pp USD13.38 +0.0% 1 qtrs NEW
39 BNP PARIBAS ARBITRAGE, SNC 1.6K -674.0 (-29.1%) 21.9K +3.9K (+21.4%) 0.01% -0.003 pp 0.00% +0.000 pp USD6.18 +116.5% 5 qtrs
40 FMR LLC 1.4K +190.0 (+16.2%) 18.2K +9.1K (+99.1%) 0.01% +0.001 pp 0.00% +0.000 pp USD6.29 +112.7% 11 qtrs
41 TOWER RESEARCH CAPITAL LLC (TRC) 819.00 -565.0 (-40.8%) 11.0K +149.0 (+1.4%) 0.00% -0.002 pp 0.00% +0.000 pp USD7.80 +71.5% 4 qtrs
42 AMERITAS INVESTMENT PARTNERS, INC. 679.00 +— (+0.0%) 9.1K +3.8K (+71.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD6.12 +118.6% 3 qtrs
43 LEGAL & GENERAL GROUP PLC 674.00 -94.0 (-12.2%) 8.9K +2.9K (+49.1%) 0.00% 0.000 pp 0.00% +0.000 pp USD6.12 +118.6% 3 qtrs
44 RUSSELL INVESTMENTS GROUP, LTD. 551.00 +— (+0.0%) 7.4K +3.1K (+71.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD7.81 +71.3% 2 qtrs
45 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 409.00 -7.0 (-1.7%) 5.5K +2.2K (+68.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD6.12 +118.6% 3 qtrs
46 CWM, LLC 272.00 +130.0 (+91.5%) 4.0K +3.0K (+300.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD10.47 +27.8% 2 qtrs
47 AMALGAMATED BANK 209.00 -18.0 (-7.9%) 3.0K +1.0K (+50.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD6.11 +119.0% 3 qtrs
48 ROYAL BANK OF CANADA 225.00 -1.1K (-82.8%) 3.0K -7.0K (-70.0%) 0.00% -0.004 pp 0.00% +0.000 pp USD6.12 +118.6% 3 qtrs
49 ADVISOR GROUP HOLDINGS, INC. 200.00 +— (+0.0%) 2.7K +1.1K (+69.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.41 +147.3% 7 qtrs
50 CITIGROUP INC 178.00 -125.0 (-41.3%) 2.4K +15.0 (+0.6%) 0.00% -0.001 pp 0.00% +0.000 pp USD5.92 +126.0% 12 qtrs
51 PNC FINANCIAL SERVICES GROUP, INC. 140.00 -585.0 (-80.7%) 1.9K -3.8K (-66.9%) 0.00% -0.002 pp 0.00% +0.000 pp USD4.59 +191.5% 7 qtrs
52 SIMPLEX TRADING, LLC 121.00 +121.0 (+100.0%) 1.6K +1.6K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD13.37 +0.1% 1 qtrs NEW
53 UBS ASSET MANAGEMENT AMERICAS INC 82.00 +82.0 (+100.0%) 1.1K +1.1K (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD13.38 +0.0% 1 qtrs NEW
54 USA FINANCIAL PORTFORMULAS CORP 74.00 +74.0 (+100.0%) 990.00 +990.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD13.38 +0.0% 1 qtrs NEW
55 STERLING CAPITAL MANAGEMENT LLC 43.00 +27.0 (+168.8%) 575.00 +450.0 (+360.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.65 +25.6% 3 qtrs
56 OPTIMA CAPITAL LLC 40.00 +40.0 (+100.0%) 535.00 +535.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD13.38 +0.0% 1 qtrs NEW
57 EVERSOURCE WEALTH ADVISORS, LLC 2.00 +1.0 (+100.0%) 27.00 +19.0 (+237.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.00 +33.8% 2 qtrs
58 TRUE WEALTH DESIGN, LLC -3.0 (-100.0%) -24.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
59 AMERITAS ADVISORY SERVICES, LLC -500.0 (-100.0%) -3.9K (-100.0%) 0.00% -0.002 pp 0.00% 0.000 pp USD 3 qtrs SOLD
60 SRS CAPITAL ADVISORS, INC. -7.0 (-100.0%) -54.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
61 ADVISORY SERVICES NETWORK, LLC -600.0 (-100.0%) -4.7K (-100.0%) 0.00% -0.002 pp 0.00% 0.000 pp USD 2 qtrs SOLD
62 BAILARD, INC. -22.3K (-100.0%) -174.1K (-100.0%) 0.00% -0.086 pp 0.00% -0.004 pp USD 2 qtrs SOLD
63 CITADEL ADVISORS LLC -19.1K (-100.0%) -149.3K (-100.0%) 0.00% -0.074 pp 0.00% +0.000 pp USD 7 qtrs SOLD
64 MILLENNIUM MANAGEMENT LLC -34.0K (-100.0%) -265.7K (-100.0%) 0.00% -0.131 pp 0.00% 0.000 pp USD 7 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 50 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Invesco Dorsey Wright SmallCap Momentum ETF DWAS 0.36% 1.69M 0.60%
2 iShares Micro-Cap ETF IWC 0.04% 527.5K 0.60%
3 Franklin U.S. Small Cap Multifactor Index ETF FLQS 0.02% 9.5K 0.35%
4 U.S. Small Cap Growth Portfolio: ETF Class Shares DUSG 0.02% 316.9K 0.33%
5 Invesco Russell 2000 Dynamic Multifactor ETF OMFS 0.01% 37.9K 0.39%
6 iShares Russell 2000 Growth ETF IWO 0.01% 1.48M 0.24%
7 Vanguard Russell 2000 Growth ETF VTWG 0.01% 161.2K 0.06%
8 Avantis U.S. Small Cap Equity ETF AVSC 0.01% 220.9K 0.25%
9 State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L 0.01% 352.7K 0.30%
10 Xtrackers Russell 2000 UCITS ETF 1C XRSU.L 0.01% 172.0K 0.30%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
0
Sells
0
Shares acquired
Shares disposed
Cash buys
Cash sales
Net activity
+0
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
2026-02-04 Teherani Vicky C 0 0.00 0
2025-11-28 DeLuca John Garrett Officer P-Purchase A Common Stock 90 11.78 1.1K 3,141 D
2025-08-19 DeLuca John Garrett Officer P-Purchase A Common Stock 280 7.09 2.0K 3,051 D
2025-07-14 Ackerson Vince A. 0 0.00 0
2025-06-04 DeLuca John Garrett Officer P-Purchase A Common Stock 500 5.81 2.9K 2,771 D
2024-12-05 DeLuca John Garrett Officer P-Purchase A Common Stock 125 7.48 935.00 2,271 D
2024-08-22 DeLuca John Garrett Officer P-Purchase A Common Stock 400 5.15 2.1K 2,146
2024-05-30 DeLuca John Garrett Officer P-Purchase A Common Stock 400 4.59 1.8K 1,746
2024-05-16 DeLuca John Garrett Officer P-Purchase A Common Stock 225 4.60 1.0K 1,346
2024-03-25 DeLuca John Garrett Officer D Common 0 0.00 1,121
2023-11-29 DeStefano Allison M Director P-Purchase A Common Stock 432 4.27 1.8K 170,000
2023-11-27 Pedersen Bret Allen Officer P-Purchase A Common Stock 220 4.15 913.00 52,137
2023-11-13 DeStefano Allison M Director P-Purchase A Common Stock 850 3.38 2.9K 169,168
2023-08-21 DeStefano Allison M Director P-Purchase A Common Stock 300 5.55 1.7K 168,318
2023-08-09 Pedersen Bret Allen Officer P-Purchase A Common Stock 208 5.60 1.2K 51,917
2023-08-09 DeStefano Allison M Director P-Purchase A Common Stock 2,516 5.55 14.0K 168,016
2023-06-14 DeStefano Allison M Director P-Purchase A Common Stock 200 7.61 1.5K 165,500
2023-05-25 DeStefano Allison M Director P-Purchase A Common Stock 100 6.94 694.00 164,100
2023-05-22 DeStefano Allison M Director P-Purchase A Common Stock 1,000 6.73 6.7K 163,000
2023-05-15 DeStefano Allison M Director P-Purchase A Common Stock 1,000 6.85 6.9K 162,000
2023-05-08 Pedersen Bret Allen Officer P-Purchase A Common Stock 357 6.44 2.3K 51,709
2022-12-07 DeStefano Allison M Director P-Purchase A Common Stock 2,500 5.52 13.8K 161,000
2022-12-06 DeStefano Allison M Director P-Purchase A Common Stock 2,500 5.45 13.6K 158,500
2022-11-30 DeStefano Allison M Director P-Purchase A Common Stock 2,000 5.22 10.4K 156,000
2022-11-28 DeStefano Allison M Director P-Purchase A Common Stock 2,000 5.37 10.7K 154,000
2022-11-23 DeStefano Allison M Director P-Purchase A Common Stock 2,000 5.40 10.8K 152,000
2022-11-22 DeStefano Allison M Director P-Purchase A Common Stock 370 5.16 1.9K 150,000
2022-11-18 DeStefano Allison M Director P-Purchase A Common Stock 1,000 5.19 5.2K 145,630
2022-11-17 DeStefano Allison M Director P-Purchase A Common Stock 2,500 4.85 12.1K 144,630
2022-11-16 DeStefano Allison M Director P-Purchase A Common Stock 800 4.85 3.9K 142,130
2022-11-15 DeStefano Allison M Director P-Purchase A Common Stock 204 4.91 1.0K 139,330
2022-11-14 DeStefano Allison M Director P-Purchase A Common Stock 2,250 4.84 10.9K 139,126
2022-11-07 Pedersen Bret Allen Director P-Purchase A Common Stock 225 4.57 1.0K 51,352
2022-09-15 DeStefano Allison M Director P-Purchase A Common Stock 100 6.80 680.00 136,876
2022-08-24 Pedersen Bret Allen Director P-Purchase A Common Stock 200 7.72 1.5K 51,127
2022-08-15 DeStefano Allison M Director P-Purchase A Common Stock 1,250 8.05 10.1K 136,276
2022-03-23 DeStefano Allison M Director P-Purchase A Common Stock 1,000 4.40 4.4K 135,026
2022-03-22 DeStefano Allison M Director P-Purchase A Common Stock 1,671 4.37 7.3K 134,026
2022-03-21 SCHEPP RICHARD D Director P-Purchase A Common Stock 15,000 4.39 65.9K 15,000
2022-03-21 Pedersen Bret Allen Director P-Purchase A Common Stock 731 4.28 3.1K 50,927
2022-03-21 DeStefano Allison M Director P-Purchase A Common Stock 1,000 4.45 4.5K 132,355
2021-12-01 SCHEPP RICHARD D 0 0.00 0
2021-08-09 Pedersen Bret Allen P-Purchase A Common Stock 650 4.71 3.1K 50,196
2021-05-26 DeStefano Allison M P-Purchase A Common Stock 2,300 4.38 10.1K 131,355
2021-05-10 Pedersen Bret Allen P-Purchase A Common Stock 960 4.01 3.8K 48,453
2020-12-17 Pedersen Bret Allen S-Sale D Common Stock 3,600 4.25 15.3K 47,493
2020-11-13 Pedersen Bret Allen P-Purchase A Common stock 56 4.26 238.56 51,093
2020-10-30 Pedersen Bret Allen P-Purchase A Common Stock 115 4.25 488.75 50,849
2020-10-02 Pedersen Bret Allen P-Purchase A Common Stock 128 4.07 520.96 50,534
2020-09-11 DeStefano Allison M J-Other A Common Stock 100,000 0.39 38.5K 129,055
2020-09-04 Ruth James R P-Purchase A Common Stock 100 3.17 317.00 12,000
2020-09-04 DeStefano Allison M P-Purchase A Common stock 600 3.17 1.9K 29,055
2020-09-03 Pedersen Bret Allen P-Purchase A Common Stock 310 3.23 1.0K 50,283
2020-08-31 Pedersen Bret Allen P-Purchase A Common stock 5 3.82 19.10 49,973
2020-08-31 Griffin Alexandra C P-Purchase A Common Stock 250 3.93 982.50 2,300
2020-08-21 Pedersen Bret Allen P-Purchase A Common Stock 278 4.06 1.1K 49,705
2020-08-11 DeStefano Allison M P-Purchase A Common Stock 700 4.28 3.0K 28,455
2020-07-17 Pedersen Bret Allen P-Purchase A Common Stock 255 3.91 997.05 49,303
2020-06-11 DeStefano Allison M P-Purchase A Common Stock 20 3.57 71.40 27,635
2020-06-10 DeStefano Allison M P-Purchase A Common Stock 2,350 4.11 9.7K 27,655
2020-05-14 Pedersen Bret Allen P-Purchase A Common Stock 250 3.18 795.00 49,048
2020-05-14 DeStefano Allison M P-Purchase A Common Stock 193 3.32 640.76 25,285
2020-04-15 Pedersen Bret Allen Officer P-Purchase A Common Stock 1,000 3.00 3.0K 47,603
2020-03-17 Pedersen Bret Allen Officer P-Purchase A Common Stock 1,000 2.45 2.5K 46,268
2020-02-14 Pedersen Bret Allen Officer P-Purchase A Common Stock 1,000 2.39 2.4K 44,869
2020-01-14 Pedersen Bret Allen Officer P-Purchase A Common Stock 1,000 1.45 1.5K 43,354
2019-12-16 Pedersen Bret Allen Officer P-Purchase A Common Stock 1,000 1.40 1.4K 42,029
2019-12-16 Griffin Alexandra C Director P-Purchase A Common Stock 1,000 1.37 1.4K 2,050
2019-12-12 DeStefano Allison M Director P-Purchase A Common Stock 21,739 1.46 31.7K 23,285
2019-11-15 Pedersen Bret Allen Officer P-Purchase A Common Stock 1,000 1.57 1.6K 40,729
2019-09-16 Pedersen Bret Allen Officer P-Purchase A Common Stock 1,000 1.17 1.2K 39,729
2019-09-16 Griffin Alexandra C Director P-Purchase A Common Stock 650 1.18 767.00 1,050
2019-09-12 Griffin Alexandra C Director P-Purchase A Common Stock 400 1.26 504.00 400
2019-09-12 DeStefano Allison M Director P-Purchase A Common Stock 746 1.30 969.80 1,546
2019-09-11 Ruth James R Director P-Purchase A Common Stock 100 1.17 117.00 300
2019-09-11 Friedman Joel S Director P-Purchase A Common Stock 900 1.23 1.1K 8,267
2019-09-11 DeStefano Allison M Director P-Purchase A Common Stock 615 1.22 750.30 615
2019-05-20 Loftus John Richardson Director / Officer / 10% Owner J-Other A Common Stock 12,814,727 0.00 19,180,187
2019-03-28 Pedersen Bret Allen Officer P-Purchase A Common Stock 3,100 0.42 1.3K 37,129
2019-02-21 Pedersen Bret Allen Officer P-Purchase A Common Stock 3,600 0.42 1.5K 34,029
2019-01-25 Pedersen Bret Allen Officer P-Purchase A Common Stock 1,300 0.43 559.00 30,429
2019-01-22 Pedersen Bret Allen Officer P-Purchase A Common Stock 2,000 0.45 900.00 29,129
2018-12-27 Pedersen Bret Allen Officer P-Purchase A Common Stock 1,300 0.41 533.00 27,000
2018-12-11 Pedersen Bret Allen Officer P-Purchase A Common Stock 2,800 0.46 1.3K 25,700
2018-08-29 NTR METALS, LLC 10% Owner J-Other D Common Stock 6,365,460 0.00 0
2018-08-29 Eduro Holdings, LLC 10% Owner D Common Stock 0 0.00 6,365,460
2018-05-15 Pedersen Bret Allen Officer P-Purchase A Common Stock 1,320 0.75 990.00 20,355
2018-03-23 Pedersen Bret Allen Officer P-Purchase A Common Stock 2,215 0.90 2.0K 19,035
2018-03-22 Pedersen Bret Allen Officer P-Purchase A Common Stock 1,220 0.87 1.1K 16,820
2018-03-19 DeStefano Allison M Director 0 0.00 0
2018-02-27 Pedersen Bret Allen Officer P-Purchase A Common Stock 336 0.94 315.84 15,436
2018-01-29 Pedersen Bret Allen Officer P-Purchase A Common Stock 500 1.00 500.00 15,100
2017-12-27 Pedersen Bret Allen Officer P-Purchase A Common Stock 500 0.94 470.00 14,600
2017-12-15 Truscott Capital, LLC 10% Owner J-Other A Common Stock 12,814,727 0.00 12,814,727
2017-12-15 Elemetal, LLC 10% Owner J-Other D Common Stock 12,814,727 0.00 0
2017-12-14 Pedersen Bret Allen Officer P-Purchase A Common Stock 500 0.94 470.00 14,100
2017-12-13 Pedersen Bret Allen Officer P-Purchase A Common Stock 100 0.95 95.00 13,600
2017-12-12 Pedersen Bret Allen Officer P-Purchase A Common Stock 1,200 0.98 1.2K 13,500
2017-12-11 Pedersen Bret Allen Officer P-Purchase A Common Stock 500 0.98 490.00 12,300
2017-12-08 Pedersen Bret Allen Officer P-Purchase A Common Stock 500 0.99 495.00 11,800
2017-12-07 Pedersen Bret Allen Officer P-Purchase A Common Stock 500 0.98 490.00 11,300
2017-12-06 Pedersen Bret Allen Officer P-Purchase A Common Stock 1,000 0.99 990.00 10,800
2017-11-10 Pedersen Bret Allen Officer P-Purchase A Common Stock 9,800 1.09 10.7K 9,800
2017-08-31 Friedman Joel S Director S-Sale D Common Stock 100 1.37 137.00 7,167
2017-01-17 Ruth James R Director 0 0.00 0
2017-01-17 Pedersen Bret Allen Officer 0 0.00 0
2017-01-17 Griffin Alexandra C Director 0 0.00 0
2017-01-17 Friedman Joel S Director D Common Stock 0 0.00 7,267
2016-12-30 Scrudder J Marcus Director M-Exempt A Common Stock 10,170 0.01 101.70 40,680
2016-12-30 NOEL MICHAEL J. Director M-Exempt A Common Stock 10,170 0.01 101.70 40,680
2016-12-30 LATTNER DOUGLAS J. Director M-Exempt A Common Stock 10,170 0.01 101.70 40,680
2016-12-12 Loftus John Richardson Director / Officer I Common Stock 0 0.00 6,365,460
2016-12-09 NTR METALS, LLC 10% Owner P-Purchase A Common Stock 5,948,560 0.41 2.44M 6,365,460
2016-12-09 Elemetal, LLC 10% Owner P-Purchase A Common Stock 8,536,585 0.41 3.50M 12,814,727
2016-09-30 Scrudder J Marcus Director M-Exempt D Restricted Stock Units 10,170 0.00 10,170
2016-09-30 NOEL MICHAEL J. Director M-Exempt A Common Stock 10,170 0.01 101.70 30,510
2016-09-30 LATTNER DOUGLAS J. Director M-Exempt A Common Stock 10,170 0.01 101.70 30,510
2016-06-30 Scrudder J Marcus Director M-Exempt D Restricted Stock Units 10,170 0.00 20,340
2016-06-30 NOEL MICHAEL J. Director M-Exempt A Common Stock 10,170 0.01 101.70 20,340
2016-06-30 LATTNER DOUGLAS J. Director M-Exempt A Common Stock 10,170 0.01 101.70 20,340
2016-04-27 PEAKES MATTHEW M. Director / Officer A-Award A Restricted Stock Units 75,000 0.00 75,000
2016-04-27 LOPEZ NABIL J. Director / Officer A-Award A Restricted Stock Units 50,000 0.00 51,500
2016-03-31 Scrudder J Marcus Director M-Exempt D Restricted Stock Units 10,170 0.00 30,510
2016-03-31 NOEL MICHAEL J. Director M-Exempt D Restricted Stock Units 10,170 0.00 30,510
2016-03-31 LATTNER DOUGLAS J. Director M-Exempt D Restricted Stock Units 10,170 0.00 30,510
2016-03-24 Scrudder J Marcus Director A-Award A Restricted Stock Units 40,680 0.00 40,680
2016-03-24 NOEL MICHAEL J. Director A-Award A Restricted Stock Units 40,680 0.00 40,680
2016-03-24 LATTNER DOUGLAS J. Director A-Award A Restricted Stock Units 40,680 0.00 40,680
2016-01-23 LOPEZ NABIL J. Officer M-Exempt D Restricted Stock Units 500 0.00 1,500
2016-01-06 NOEL MICHAEL J. Director 0 0.00 0
2015-11-05 LOPEZ NABIL J. Director / Officer D Common Stock 0 0.00 1,000
2015-10-16 PEAKES MATTHEW M. Director / Officer 0 0.00 0
2015-10-16 LATTNER DOUGLAS J. Director 0 0.00 0
2015-06-11 RECTOR DAVID Director M-Exempt D Restricted Stock Units 14,200 0.00 0
2015-06-11 QUINNELL BRUCE A Director M-Exempt A Common Stock 14,200 20,022.00 284.31M 14,200
2015-06-11 MCGILL DENNIS Director M-Exempt D Restricted Stock Units 14,200 0.00 0
2015-02-18 Burford C. Brett Director / Officer M-Exempt A Common Stock 6,250 0.01 62.50 20,500
2014-12-18 Clem James D Director / Officer M-Exempt A Common Stock 75,000 0.01 750.00 129,175
2014-12-10 Clem James D Director / Officer A-Award A Restricted Stock Units 75,000 0.00 93,750
2014-11-21 SMITH L S 10% Owner J-Other D Common Stock 59,730 0.00 1,211,797
2014-11-12 SMITH L S 10% Owner G-Gift D Common Stock 25,000 0.00 1,211,797
2014-09-24 RECTOR DAVID Director A-Award A Restricted Stock Units 14,200 0.00 14,200
2014-09-24 QUINNELL BRUCE A Director A-Award A Restricted Stock Units 14,200 0.00 14,200
2014-06-12 QUINNELL BRUCE A Director 0 0.00 0
2014-06-12 MCGILL DENNIS Director 0 0.00 0
2014-01-28 Vierling James J. Director / Officer M-Exempt A Common Stock 10,000 0.01 100.00 395,000
2014-01-28 Burford C. Brett Officer M-Exempt D Restricted Stock Units 6,250 0.00 18,750
2014-01-23 Vierling James J. Director / Officer A-Award A Restricted Stock Units 40,000 0.00 40,000
2014-01-23 Clem James D Director / Officer A-Award A Restricted Stock Units 25,000 0.00 25,000
2014-01-23 Burford C. Brett Officer A-Award A Restricted Stock Units 25,000 0.00 25,000
2013-11-25 Vierling James J. Director / Officer P-Purchase A Common Stock 10,000 2.20 22.0K 385,000
2013-11-25 Burford C. Brett Officer P-Purchase A Common Stock 3,000 2.20 6.6K 8,000
2013-09-12 SMITH L S 10% Owner S-Sale D Common Stock 100 3.10 310.00 1,501,527
2013-09-11 SMITH L S 10% Owner S-Sale D Common Stock 100 3.10 310.00 1,501,627
2013-09-06 SMITH L S 10% Owner S-Sale D Common Stock 45 3.10 139.50 1,504,727
2013-09-05 SMITH L S 10% Owner S-Sale D Common Stock 2,936 3.12 9.2K 1,501,772
2013-07-18 Vierling James J. Director / Officer J-Other D Common Stock 147,000 0.01 1.5K 375,000
2013-07-18 NTR METALS, LLC 10% Owner C-Conversion D Common Stock 228,000 0.00 416,900
2013-06-05 Elemetal, LLC 10% Owner P-Purchase A Common Stock 10,000 3.64 36.4K 4,278,142
2013-03-07 SMITH L S 10% Owner S-Sale D Common Stock 24,372 6.20 151.0K 1,520,812
2013-03-06 SMITH L S 10% Owner S-Sale D Common Stock 39,000 6.11 238.1K 1,545,184
2013-02-27 SMITH L S 10% Owner S-Sale D Common Stock 300 6.25 1.9K 1,587,610
2013-02-26 SMITH L S 10% Owner S-Sale D Common Stock 90 6.33 569.70 1,587,910
2013-02-25 SMITH L S 10% Owner S-Sale D Common Stock 3,000 6.30 18.9K 1,589,914
2013-02-22 SMITH L S 10% Owner S-Sale D Common Stock 6,000 6.35 38.1K 1,593,914
2013-02-21 SMITH L S 10% Owner S-Sale D Common Stock 4,000 6.27 25.1K 1,603,314
2013-02-20 SMITH L S 10% Owner S-Sale D Common Stock 2,000 6.25 12.5K 1,608,314
2013-02-19 SMITH L S 10% Owner S-Sale D Common Stock 6,000 6.15 36.9K 1,611,314
2013-02-15 SMITH L S 10% Owner S-Sale D Common Stock 6,000 6.25 37.5K 1,618,014
2013-02-14 SMITH L S 10% Owner S-Sale D Common Stock 300 6.40 1.9K 1,624,714
2013-02-13 SMITH L S 10% Owner S-Sale D Common Stock 3,000 6.39 19.2K 1,625,014
2013-01-02 NTR METALS, LLC 10% Owner J-Other D Common Stock 4,393,142 15.00 65.90M 644,500
2012-12-07 NTR METALS, LLC 10% Owner P-Purchase A Common Stock 500 5.45 2.7K 5,037,642
2012-12-03 NTR METALS, LLC 10% Owner P-Purchase A Common Stock 1,000 5.74 5.7K 5,036,642
2012-11-21 NTR METALS, LLC 10% Owner P-Purchase A Common Stock 2,200 5.35 11.8K 5,034,642
2012-11-20 NTR METALS, LLC 10% Owner P-Purchase A Common Stock 2,000 5.36 10.7K 5,032,442
2012-11-19 NTR METALS, LLC 10% Owner P-Purchase A Common Stock 4,000 5.34 21.4K 5,030,442
2012-11-16 NTR METALS, LLC 10% Owner P-Purchase A Common Stock 3,000 5.48 16.4K 5,026,442
2012-11-16 Clem James D Director / Officer P-Purchase A Common Stock 1,250 5.36 6.7K 47,925
2012-11-16 Burford C. Brett Officer P-Purchase A Common Stock 2,000 5.35 10.7K 2,000
2012-11-15 NTR METALS, LLC 10% Owner P-Purchase A Common Stock 2,000 7.25 14.5K 5,023,442
2012-10-25 Vierling James J. Director / Officer D Common Stock 0 0.00 147,000
2012-08-31 Burford C. Brett Officer 0 0.00 0
2012-01-30 Clem James D Director / Officer D Common Stock 0 0.00 45,275
2011-12-31 NTR METALS, LLC 10% Owner 0 0.00 0
2011-11-01 SMITH L S 10% Owner X-InTheMoney A Common Stock 267,857 1.12 300.0K 1,628,014
2011-10-25 NTR METALS, LLC 10% Owner J-Other A Call Option (right to buy) 1 15.00 15.00 1
2011-09-19 SMITH L S Director / Officer / 10% Owner S-Sale D Common Stock 600,000 6.00 3.60M 1,847,938
2011-09-16 NTR METALS, LLC 10% Owner X-InTheMoney A Common Stock 600,000 6.00 3.60M 6,770,438
2011-09-12 NTR METALS, LLC 10% Owner J-Other A Common Stock 306,000 0.00 6,770,438
2011-08-18 NTR METALS, LLC 10% Owner P-Purchase A Common Stock 2,000 8.48 17.0K 3,616,500
2011-08-16 SMITH L S Director / Officer / 10% Owner S-Sale D Common Stock 200,000 6.00 1.20M 2,447,938
2011-08-16 NTR METALS, LLC 10% Owner P-Purchase A Common Stock 1,000 8.43 8.4K 3,614,500
2011-08-15 NTR METALS, LLC 10% Owner P-Purchase A Common Stock 200,000 6.00 1.20M 3,611,500
2011-08-12 NTR METALS, LLC 10% Owner P-Purchase A Common Stock 372 8.18 3.0K 3,613,500
2011-08-01 SMITH L S Director / Officer / 10% Owner S-Sale D Common Stock 100,000 6.00 600.0K 2,647,938
2011-07-22 NTR METALS, LLC 10% Owner P-Purchase A Common Stock 100,000 6.00 600.0K 3,411,500
2011-06-24 NTR METALS, LLC 10% Owner P-Purchase A Common Stock 400 6.93 2.8K 3,311,500
2011-06-23 NTR METALS, LLC 10% Owner P-Purchase A Common Stock 200 6.99 1.4K 3,310,200
2011-06-22 NTR METALS, LLC 10% Owner P-Purchase A Common Stock 500 6.95 3.5K 3,309,500

Executive team

Top executives
EBIT / Employee
58.6K
Shares Outstanding
25.96M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 John G. DeLuca CFO 238.5K 55.0K 293.5K 0.00%
2 2024 John G. DeLuca CFO 220.0K 60.0K 280.0K 0.00%
3 2024 Bret A. Pedersen Former CFO 175.0K 175.0K 0.00%
4 2023 John G. DeLuca CFO 210.3K 40.0K 250.3K 0.00%
5 2023 John G. DeLuca Chief Financial Officer 210.3K 40.0K 250.3K 0.00%
6 2023 Bret A. Pedersen Former Chief Financial Officer 175.0K 175.0K 0.00%
7 2023 Bret A. Pedersen Former CFO 175.0K 175.0K 0.00%
8 2022 Bret A. Pedersen Former Chief Financial Officer 165.0K 165.0K 0.00%
9 2022 Bret A. Pedersen Chief Financial Officer 165.0K 165.0K 0.00%
10 2021 John R. Loftus Chief Executive Officer Bret A. Pedersen Chief Financial Officer 165.0K 165.0K 0.00%
11 2021 Bret A. Pedersen Chief Financial Officer 165.0K 165.0K 0.00%
12 2020 John R. Loftus Chief Executive Officer Bret A. Pedersen Chief Financial 165.0K 10.0K 175.0K 0.00%
13 2020 John R. Loftus Chief Executive Officer Bret A. Pedersen Chief Financial Officer 165.0K 10.0K 175.0K 0.00%
14 2019 John R. Loftus Chief Executive Officer Bret A. Pedersen Chief Financial 165.0K 165.0K 0.00%
15 2018 John R. Loftus Chief Executive Officer Bret A. Pedersen Chief Financial 150.0K 25.5K 175.5K 0.00%
16 2018 John R. Loftus Chief Executive Officer Bret A. Pedersen Chief Financial Officer 150.0K 25.5K 175.5K 0.00%
17 2017 Financial Officer Bret A. Pedersen Chief Financial 150.0K 37.2K 187.2K 0.00%
18 2017 John R. Loftus Chief Executive Officer Bret A. Pedersen Chief Financial Officer 150.0K 37.2K 187.2K 0.00%
19 2017 Matthew M. Peakes Former Chief Executive Officer Nabil J. Lopez Steven R. Patterson Former Acting Chief John R. Loftus 45.0K 45.0K 0.00%
20 2016 Matthew M. Peakes Former Chief Executive Officer Nabil J. Lopez 315.5K 81.0K 315.5K 0.00%
21 2016 Financial Officer Steven R. Patterson Former Acting Chief 180.0K 180.0K 0.00%
22 2016 Matthew M. Peakes Former Chief Executive Officer Nabil J. Lopez Steven R. Patterson Former Acting Chief John R. Loftus 148.3K 148.3K 0.00%
23 2015 Matthew M. Peakes Former Chief Executive Officer Nabil J. Lopez 82.4K 82.4K 0.00%
24 2015 Matthew M. Peakes Chief Executive Officer James D. Clem 82.4K 82.4K 0.00%
25 2014 C. Brett Burford CFO 325.0K 99.7K 424.7K 23.47%
26 2014 Matthew M. Peakes Chief Executive Officer James D. Clem 325.0K 99.7K 424.7K 23.47%
27 2014 James J. Vierling CEO President 300.0K 37.5K 13.4K 350.9K 3.83%
28 2013 James J. Vierling CEO President 535.0K 535.0K 0.00%
29 2013 James D. Clem CEO; COO 325.0K 325.0K 0.00%
30 2013 C. Brett Burford CFO 244.6K 244.6K 0.00%
31 2012 James J. Vierling CEO 404.8K 106.3K 511.1K 0.00%
32 2012 James J. Vierling CEO President 425.1K 425.1K 0.00%
33 2012 James D. Clem COO 425.1K 425.1K 0.00%
34 2012 James D. Clem CEO; COO 225.5K 35.0K 260.5K 0.00%
35 2012 C. Brett Burford CFO 66.8K 40.0K 106.8K 0.00%
36 2011 John Benson CFO 395.8K 7.5K 403.3K 0.00%
37 2011 William H. Oyster CEO, President COO 284.5K 106.3K 396.2K 0.00%
38 2011 James D Clem COO 284.5K 106.3K 5.4K 396.2K 0.00%
39 2011 James D. Clem COO 152.3K 35.0K 187.3K 0.00%
40 2011 William H Oyster CEO, President COO 172.0K 172.0K 0.00%
41 2011 James J. Vierling CEO 109.0K 109.0K 0.00%
42 2011 C. Brett Burford CFO
43 2010 Dr. L.S. Smith CEO 425.0K 212.5K 9.0K 646.5K 0.00%
44 2010 Dr. L.S. Smith Chief executive officer 425.0K 106.5K 9.0K 540.5K 0.00%
45 2010 William H Oyster CEO, President COO 250.0K 112.5K 5.4K 367.9K 0.00%
46 2010 William H. Oyster President 250.0K 62.5K 312.5K 0.00%
47 2010 John Benson Chief financial officer 175.0K 175.0K 0.00%
48 2010 John Benson CFO 175.0K 175.0K 0.00%
49 2010 James D Clem COO 130.3K 130.3K 0.00%
50 2009 Dr. L.S. Smith Chief executive officer 425.0K 106.5K 9.0K 540.5K 0.00%
51 2009 Dr. L.S. Smith Chief executive officer 425.0K 106.5K 9.0K 540.5K 0.00%
52 2009 William H. Oyster President 250.0K 62.5K 312.5K 0.00%
53 2009 William H. Oyster President 250.0K 62.5K 312.5K 0.00%
54 2009 John Benson Chief financial officer 175.0K 175.0K 0.00%
55 2009 John Benson Chief financial officer 175.0K 175.0K 0.00%
56 2008 Dr. L.S. Smith Chief executive officer 425.0K 106.5K 9.0K 540.5K 0.00%
57 2008 William H. Oyster President 250.0K 62.5K 312.5K 0.00%
58 2008 John Benson Chief financial officer 175.0K 175.0K 0.00%
59 2007 Dr. L.S. Smith Chief executive officer 331.3K 312.5K 30.0K 673.8K 0.00%
60 2007 William H. Oyster President 214.6K 112.5K 327.1K 0.00%
61 2007 John Benson Chief financial officer 150.9K 150.9K 0.00%
62 2006 Dr. L.S. Smith Chief executive officer 180.0K 100.0K 30.0K 310.0K 0.00%
63 2006 Dr. L.S. Smith Chief executive officer 180.0K 100.0K 30.0K 310.0K 0.00%
64 2006 William H. Oyster President 165.0K 60.0K 225.0K 0.00%
65 2006 William H. Oyster President 165.0K 60.0K 225.0K 0.00%
66 2006 John Benson Chief financial officer 102.3K 30.0K 132.3K 0.00%
67 2006 John Benson Chief financial officer 102.3K 30.0K 132.3K 0.00%
68 2006 S. Scott Williamson Executive vice president – consumer finance 105.0K 3.5K 108.5K 0.00%
69 2005 Dr. L.S. Smith Chief executive officer 178.7K 67.5K 30.0K 276.2K 0.00%
70 2005 William H. Oyster President 163.7K 45.4K 207.7K 0.00%
71 2005 John Benson Chief financial officer 98.4K 25.2K 123.4K 0.00%
72 2005 S. Scott Williamson Executive vice president – consumer finance 99.9K 2.5K 102.4K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-27 DEF 14A
2025-04-30 DEF 14A
2024-04-30 DEF 14A
2023-04-28 DEF 14A
2022-04-21 DEF 14A
2021-04-30 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 10-Q
2026-04-27 DEF 14A
2026-04-10 8-K
2026-03-18 10-K
2026-02-05 3
2025-12-01 4
2025-11-05 10-Q
2025-08-19 4
2025-08-13 S-8
2025-08-06 10-Q

Executive team

NameTitleCompensationGender
John DeLuca Chief Financial Officer, Secretary & Treasurer 293.5K male
Joel S. Friedman Chief Information Officer 7.5K male
John Richardson Loftus Chairman, Chief Executive Officer & President male
ESG Rating
B
LUXURY GOODS
2015
E (Environmental)
46.8 / 60.8
Company / Sector avg.
S (Social)
78.4 / 66.7
Company / Sector avg.
G (Governance)
66.1 / 66.4
Company / Sector avg.
ESG Total
63.8 / 64.6
Company / Sector avg.
ESG Score History LUXURY GOODS
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits