Electromed, Inc. (ELMD)
New Prague, MN, US
Electromed, Inc. develops, manufactures, markets, and sells airway clearance therapy and related products that apply high frequency chest wall oscillation (HFCWO) therapy in pulmonary care for patients in the United States and internationally. The company offers SmartVest airway clearance system for patients with compromised pulmonary functions, including bronchiectasis and cystic fibrosis, as well as neuromuscular conditions, such as cerebral palsy, muscular dystrophies, amyotrophic lateral sclerosis, and post-surgical complications; SmartVest SQL System; SmartVest Clearway System that consists of an inflatable therapy garment, a programmable air pulse generator, and a patented single-hose that delivers air pulses from the generator to the garment to create oscillatory pressure on the chest wall; and SmartVest Connect, a wireless technology that allows data connection between physicians and patients to track therapy performance and collaborate in treatment decisions. It also provides single patient use SmartVest and SmartVest Wrap products for health care providers in the acute care setting. It markets its products to physicians, health care providers, and directly to patients. Electromed, Inc. was incorporated in 1992 and is headquartered in New Prague, Minnesota.
Based on only 2 articles — low confidence
- Electromed (ELMD) Is a Great Choice for 'Trend' Investors, Here's Why Zacks Investment Research
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +4.90% | +1.64% | +9.02% | +12.12% | +3.23% | -6.59% | +19.14% | +126.67% | +199.23% | +625.33% | +583.42% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 3 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 3 |
36.33
-17.0%
|
| All Time | 3 |
36.33
-17.0%
|
-
Revenue growth Medical - Devices: +11.2%+17.0% ★ Q1'26: +18.4% (vs Q1'25)
-
EPS growth Medical - Devices: +28.5%+48.3% ★ Q1'26: +66.7% (vs Q1'25)
-
FCF margin FCF growth · Medical - Devices: +30.9%+11.7% Q1'26: +18.7% (vs Q1'25)
-
EBIT margin Medical - Devices: +6.2%+15.1% ★ Q1'26: +0.0% (vs Q1'25)
-
ROIC Medical - Devices: +3.3%+25.2% ★ Q1'26: +0.0% (vs Q1'25)
-
Share dilution Medical - Devices: 0.0%-1.6% ★ Q1'26: -3.6% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Devices: -0.35×0.02× ★ Q1'26: 0.00× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Jun 2015 actual |
Jun 2016 actual |
Jun 2017 actual |
Jun 2018 actual |
Jun 2020 actual |
Jun 2021 actual |
Jun 2022 actual |
Jun 2023 actual |
Jun 2024 actual |
Jun 2025 actual |
Jun 2026 2 Rev. Ana. 2 EPS Ana. |
Jun 2027 2 Rev. Ana. 2 EPS Ana. |
Jun 2028 1 Rev. Ana. 1 EPS Ana. |
Jun 2029 1 Rev. Ana. 1 EPS Ana. |
Jun 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
19.41M
est: 18.88M (+2.8%)
|
22.99M
est: 23.33M (-1.5%)
|
25.86M
est: 25.08M (+3.1%)
|
28.31M
est: 29.62M (-4.4%)
|
32.47M
est: 31.27M (+3.8%)
|
35.76M
est: 35.65M (+0.3%)
|
41.66M
est: 41.00M (+1.6%)
|
48.07M
est: 47.30M (+1.6%)
|
54.72M
est: 54.90M (-0.3%)
|
64.00M
est: 63.18M (+1.3%)
|
72.60M
72.51M – 72.68M
+14.9% YoY
|
80.93M
80.50M – 81.36M
+11.5% YoY
|
88.50M
87.99M – 89.13M
+9.3% YoY
|
81.70M
81.23M – 82.28M
-7.7% YoY
|
85.80M
85.31M – 86.41M
+5.0% YoY
|
| EBITDA |
2.05M
est: 2.24M (-8.5%)
|
3.85M
est: 2.76M (+39.2%)
|
4.32M
est: 2.97M (+45.6%)
|
3.50M
est: 3.51M (-0.2%)
|
5.86M
est: 3.70M (+58.2%)
|
3.75M
est: 8.54M (-56.1%)
|
3.60M
est: 2.93M (+23.0%)
|
4.62M
est: 3.35M (+37.9%)
|
7.42M
est: 13.73M (-45.9%)
|
10.83M
est: 15.80M (-31.4%)
|
18.15M
18.13M – 18.17M
+14.9% YoY
|
20.24M
20.13M – 20.34M
+11.5% YoY
|
22.13M
22.00M – 22.29M
+9.3% YoY
|
20.43M
20.31M – 20.57M
-7.7% YoY
|
21.45M
21.33M – 21.61M
+5.0% YoY
|
| EBIT |
1.31M
est: 1.94M (-32.5%)
|
3.11M
est: 2.40M (+29.7%)
|
3.57M
est: 2.58M (+38.5%)
|
2.71M
est: 3.04M (-10.9%)
|
5.12M
est: 3.21M (+59.3%)
|
3.14M
est: 7.28M (-56.9%)
|
2.97M
est: 2.28M (+30.2%)
|
4.01M
est: 2.62M (+53.0%)
|
6.58M
est: 12.67M (-48.1%)
|
9.66M
est: 14.58M (-33.8%)
|
16.76M
16.73M – 16.77M
+14.9% YoY
|
18.68M
18.58M – 18.78M
+11.5% YoY
|
20.43M
20.31M – 20.57M
+9.3% YoY
|
18.86M
18.75M – 18.99M
-7.7% YoY
|
19.80M
19.69M – 19.94M
+5.0% YoY
|
| Net Income |
1.09M
est: 1.05M (+4.4%)
|
2.21M
est: 2.44M (-9.4%)
|
2.23M
est: 1.66M (+34.6%)
|
1.83M
est: 2.01M (-8.7%)
|
4.16M
est: 1.57M (+165.1%)
|
2.36M
est: 6.26M (-62.3%)
|
2.31M
est: 1.74M (+32.4%)
|
3.17M
est: 3.17M (+0.0%)
|
5.15M
est: 4.45M (+15.7%)
|
7.54M
est: 7.11M (+6.0%)
|
9.63M
9.53M – 9.71M
+35.4% YoY
|
11.47M
11.31M – 11.56M
+19.0% YoY
|
13.30M
13.24M – 13.46M
+16.0% YoY
|
9.50M
9.43M – 9.59M
-28.5% YoY
|
10.03M
9.95M – 10.12M
+5.5% YoY
|
| SGA |
11.97M
est: 12.01M (-0.3%)
|
14.39M
est: 14.84M (-3.1%)
|
16.40M
est: 15.95M (+2.8%)
|
18.81M
est: 18.84M (-0.2%)
|
19.95M
est: 19.89M (+0.3%)
|
22.44M
est: 33.54M (-33.1%)
|
27.11M
est: 26.11M (+3.8%)
|
31.60M
est: 29.70M (+6.4%)
|
34.49M
est: 34.92M (-1.2%)
|
39.32M
est: 40.19M (-2.2%)
|
46.18M
46.12M – 46.23M
+14.9% YoY
|
51.48M
51.21M – 51.75M
+11.5% YoY
|
56.29M
55.97M – 56.69M
+9.3% YoY
|
51.97M
51.67M – 52.34M
-7.7% YoY
|
54.58M
54.26M – 54.96M
+5.0% YoY
|
| EPS |
0.13
est: 0.12 (+8.3%)
|
0.27
est: 0.28 (-3.6%)
|
0.27
est: 0.19 (+42.1%)
|
0.23
est: 0.23 (+0.0%)
|
0.50
est: 0.18 (+177.8%)
|
0.28
est: 0.28 (+1.8%)
|
0.27
est: 0.30 (-10.0%)
|
0.37
est: 0.37 (+0.0%)
|
0.60
est: 0.51 (+17.6%)
|
0.90
est: 0.82 (+10.4%)
|
1.10
1.09 – 1.11
+35.4% YoY
|
1.32
1.30 – 1.33
+19.3% YoY
|
1.53
1.52 – 1.54
+16.2% YoY
|
1.09
1.08 – 1.10
-28.8% YoY
|
1.15
1.14 – 1.16
+5.5% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | A | 4/5 | 5/5 | 5/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-08 | A | 4/5 | 5/5 | 5/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-07 | A | 4/5 | 5/5 | 5/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-06 | A | 4/5 | 5/5 | 5/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-05 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-04 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-01 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-30 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-29 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-28 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-27 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-24 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-23 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-22 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 2/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Thomas M. Hagedorn | 874.3K | 10.80% | 874.3K | — | 874.3K | — | IN | USA | 2011-02-10 | ↗ |
| 2 | David Sandberg | 826.9K | 10.10% | — | 826.9K | — | 826.9K | IN | Delaware | 2016-02-22 | ↗ |
| 3 | Red Oak Partners, LLC | 826.9K | 10.10% | — | 826.9K | — | 826.9K | OO | Delaware | 2016-02-22 | ↗ |
| 4 | Dr. George H. Winn | 607.9K | 7.30% | 161.6K | 446.3K | 161.6K | 446.3K | IN | USA | 2019-01-14 | ↗ |
| 5 | Robert D. Hansen | 592.4K | 7.60% | 592.4K | — | 592.4K | — | IN | citizenship or place of organization | 2012-02-13 | ↗ |
| 6 | H. Craney | 551.9K | 6.60% | 551.9K | — | 551.9K | 10.00 | IN | USA | 2018-12-12 | ↗ |
| 7 | Craig N. Hansen | 511.3K | 6.30% | 511.3K | — | 511.3K | — | IN | USA | 2012-02-09 | ↗ |
| 8 | Andrew Summers | 487.0K | 5.60% | — | — | — | 487.0K | HC, IN | — | 2021-07-19 | ↗ |
| 9 | Summers Value Partners LLC | 487.0K | 5.60% | — | — | — | 487.0K | IA, OO | — | 2021-07-19 | ↗ |
| 10 | Kathleen S. Skarvan | 477.3K | 5.40% | 443.3K | 34.0K | 443.3K | 10.00 | IN | USA | 2022-07-11 | ↗ |
| 11 | Bradley L. Radoff | 475.0K | 5.60% | 475.0K | — | 475.0K | — | IN | Texas | 2022-05-26 | ↗ |
| 12 | Stephen H. Craney | 465.7K | 5.70% | 465.7K | — | 465.7K | 10.00 | IN | or place of organization | 2014-06-10 | ↗ |
| 13 | G & J Winn Family LLLP | 446.3K | 5.30% | 446.3K | — | 446.3K | — | PN | USA | 2019-01-14 | ↗ |
| 14 | Joan C. Winn | 446.3K | 5.30% | — | 446.3K | — | 446.3K | IN | USA | 2019-01-14 | ↗ |
| 15 | (1) GRT Capital Partners, L.L.C. | 353.5K | 4.33% | 353.5K | — | 353.5K | — | IA, OO | Delaware | 2016-02-16 | ↗ |
| 16 | Summers Value Fund LP | 320.2K | 3.70% | — | — | — | 320.2K | PN | — | 2021-07-19 | ↗ |
| 17 | Summers Value Partners GP LLC | 320.2K | 3.70% | — | — | — | 320.2K | OO | — | 2021-07-19 | ↗ |
| 18 | The Red Oak Institutional Founders Long Fund, LP | 242.7K | 2.96% | — | 242.7K | — | 242.7K | PN | Delaware | 2016-02-22 | ↗ |
| 19 | The Red Oak Fund, LP | 239.5K | 2.93% | — | 239.5K | — | 239.5K | PN | Delaware | 2016-02-22 | ↗ |
| 20 | Pinnacle Capital Partners, LLC | 177.2K | 2.16% | — | 177.2K | — | 177.2K | OO | Delaware | 2016-02-22 | ↗ |
| 21 | Pinnacle Opportunities Fund, LP | 177.2K | 2.16% | — | 177.2K | — | 177.2K | PN | Delaware | 2016-02-22 | ↗ |
| 22 | SVP Deal Fund 1 GP LLC | 166.8K | 1.90% | — | — | — | 166.8K | OO | — | 2021-07-19 | ↗ |
| 23 | SVP Deal Fund 1 LP | 166.8K | 1.90% | — | — | — | 166.8K | PN | — | 2021-07-19 | ↗ |
| 24 | The Red Oak Long Fund, LP | 114.9K | 1.40% | — | 114.9K | — | 114.9K | PN | Delaware | 2016-02-22 | ↗ |
| 25 | The Radoff Family Foundation | 67.5K | 0.80% | 67.5K | — | 67.5K | — | CO | Texas | 2022-05-26 | ↗ |
| 26 | Wolverine Trading LLC | 52.5K | 0.64% | — | 52.5K | — | 52.5K | OO | Delaware | 2016-02-22 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 447.3K +11.7K (+2.7%) | 13.02M +2.3M (+21.8%) | 5.41% +0.182 pp | 0.00% +0.000 pp | USD13.08 +122.6% | 43 qtrs — |
| 2 | BLACKROCK, INC. | 446.9K +15.7K (+3.6%) | 13.02M +2.4M (+22.9%) | 5.40% +0.230 pp | 0.00% +0.000 pp | USD22.79 +27.8% | 6 qtrs — |
| 3 | ACADIAN ASSET MANAGEMENT LLC | 213.5K +17.6K (+9.0%) | 6.21M +1.4M (+29.2%) | 2.58% +0.231 pp | 0.01% +0.002 pp | USD14.00 +108.0% | 34 qtrs — |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 194.0K +5.0K (+2.6%) | 5.65M +1.0M (+21.7%) | 2.35% +0.078 pp | 0.00% +0.000 pp | USD19.20 +51.7% | 45 qtrs — |
| 5 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 187.0K +11.5K (+6.6%) | 5.45M +1.1M (+26.4%) | 2.26% +0.155 pp | 0.32% +0.068 pp | USD11.95 +143.7% | 29 qtrs — |
| 6 | DIMENSIONAL FUND ADVISORS LP | 181.8K -8.3K (-4.3%) | 5.30M +628.0K (+13.5%) | 2.20% -0.082 pp | 0.00% +0.000 pp | USD7.13 +308.4% | 45 qtrs — |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 173.0K -43.9K (-20.2%) | 5.04M -287.1K (-5.4%) | 2.09% -0.511 pp | 0.01% +0.001 pp | USD17.62 +65.3% | 34 qtrs — |
| 8 | GAMCO INVESTORS, INC. ET AL | 142.0K +— (+0.0%) | 4.14M +648.9K (+18.6%) | 1.71% +0.003 pp | 0.04% +0.006 pp | USD13.66 +113.2% | 9 qtrs — |
| 9 | TWO SIGMA ADVISERS, LP | 132.7K -7.1K (-5.1%) | 3.86M +432.1K (+12.6%) | 1.60% -0.073 pp | 0.01% +0.001 pp | USD23.65 +23.1% | 5 qtrs — |
| 10 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 120.6K +2.8K (+2.4%) | 3.51M +621.0K (+21.5%) | 1.45% +0.036 pp | 0.47% +0.068 pp | USD14.38 +102.5% | 20 qtrs — |
| 11 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 106.0K +93.0K (+717.0%) | 3.09M +2.8M (+869.1%) | 1.28% +1.126 pp | 0.01% +0.005 pp | USD28.56 +2.0% | 2 qtrs — |
| 12 | INVESCO LTD. | 103.6K +103.6K (+100.0%) | 3.02M +3.0M (+100.0%) | 1.25% +1.253 pp | 0.00% +0.001 pp | USD29.12 +0.0% | 1 qtrs NEW |
| 13 | STATE STREET CORP | 98.7K +4.0K (+4.2%) | 2.87M +548.7K (+23.6%) | 1.19% +0.057 pp | 0.00% +0.000 pp | USD21.05 +38.3% | 23 qtrs — |
| 14 | TWO SIGMA INVESTMENTS, LP | 91.7K -18.0K (-16.4%) | 2.67M -22.6K (-0.8%) | 1.11% -0.207 pp | 0.00% 0.000 pp | USD25.96 +12.2% | 5 qtrs — |
| 15 | NORTHERN TRUST CORP | 90.6K -4.7K (-4.9%) | 2.64M +299.9K (+12.8%) | 1.10% -0.047 pp | 0.00% +0.000 pp | USD19.04 +52.9% | 40 qtrs — |
| 16 | LAZARD ASSET MANAGEMENT LLC | 85.9K -7.3K (-7.8%) | 2.50M +213.6K (+9.3%) | 1.04% -0.080 pp | 0.00% +0.001 pp | USD26.61 +9.4% | 8 qtrs — |
| 17 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 65.7K -3.5K (-5.1%) | 1.91M +214.2K (+12.6%) | 0.79% -0.036 pp | 0.04% +0.004 pp | USD5.69 +411.8% | 43 qtrs — |
| 18 | MORGAN STANLEY | 58.4K -19.6K (-25.1%) | 1.70M -213.3K (-11.2%) | 0.71% -0.229 pp | 0.00% +0.000 pp | USD21.97 +32.5% | 26 qtrs — |
| 19 | JPMORGAN CHASE & CO | 51.2K -19.7K (-27.8%) | 1.49M -250.5K (-14.4%) | 0.62% -0.236 pp | 0.00% +0.000 pp | USD23.00 +26.6% | 11 qtrs — |
| 20 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 49.4K +— (+0.0%) | 1.44M +225.9K (+18.6%) | 0.60% +0.005 pp | 0.00% +0.000 pp | USD27.31 +6.6% | 6 qtrs — |
| 21 | NAVELLIER & ASSOCIATES INC | 48.4K -11.0K (-18.5%) | 1.41M -48.0K (-3.3%) | 0.58% -0.131 pp | 0.16% +0.010 pp | USD26.45 +10.1% | 6 qtrs — |
| 22 | AMERICAN CENTURY COMPANIES INC | 47.8K +15.2K (+46.5%) | 1.39M +591.3K (+73.7%) | 0.58% +0.187 pp | 0.00% +0.000 pp | USD28.29 +2.9% | 5 qtrs — |
| 23 | BANK OF NEW YORK MELLON CORP | 47.8K -250.0 (-0.5%) | 1.39M +212.2K (+18.0%) | 0.58% +0.002 pp | 0.00% +0.000 pp | USD25.44 +14.5% | 6 qtrs — |
| 24 | GOLDMAN SACHS GROUP INC | 44.3K +3.9K (+9.8%) | 1.29M +299.3K (+30.2%) | 0.54% +0.051 pp | 0.00% +0.000 pp | USD26.66 +9.2% | 5 qtrs — |
| 25 | RAYMOND JAMES FINANCIAL INC | 43.8K -15.1K (-25.6%) | 1.27M -169.9K (-11.8%) | 0.53% -0.177 pp | 0.00% 0.000 pp | USD29.37 -0.9% | 5 qtrs — |
| 26 | GABELLI FUNDS LLC | 36.7K -300.0 (-0.8%) | 1.07M +160.4K (+17.7%) | 0.44% -0.003 pp | 0.01% +0.001 pp | USD13.33 +118.5% | 20 qtrs — |
| 27 | WHITE PINE CAPITAL LLC | 35.7K -636.0 (-1.8%) | 1.04M +147.5K (+16.5%) | 0.43% -0.004 pp | 0.29% +0.031 pp | USD10.89 +167.4% | 32 qtrs — |
| 28 | GLOBEFLEX CAPITAL L P | 35.1K +— (+0.0%) | 1.02M +160.5K (+18.6%) | 0.42% +0.001 pp | 0.16% +0.024 pp | USD13.14 +121.6% | 23 qtrs — |
| 29 | AMERIPRISE FINANCIAL INC | 33.4K +— (+0.0%) | 971.8K +152.5K (+18.6%) | 0.40% +0.003 pp | 0.00% +0.000 pp | USD24.13 +20.7% | 6 qtrs — |
| 30 | BNP PARIBAS ARBITRAGE, SNC | 32.7K +11.3K (+52.5%) | 952.8K +426.2K (+80.9%) | 0.40% +0.138 pp | 0.00% +0.000 pp | USD26.81 +8.6% | 5 qtrs — |
| 31 | QUBE RESEARCH & TECHNOLOGIES LTD | 31.5K -4.0K (-11.2%) | 916.0K +46.1K (+5.3%) | 0.38% -0.045 pp | 0.00% +0.000 pp | USD27.31 +6.6% | 8 qtrs — |
| 32 | CITADEL ADVISORS LLC | 29.3K +29.3K (+100.0%) | 853.2K +853.2K (+100.0%) | 0.35% +0.354 pp | 0.00% +0.000 pp | USD29.12 +0.0% | 1 qtrs NEW |
| 33 | ARISTIDES CAPITAL LLC | 27.3K -2.3K (-7.7%) | 795.0K +69.1K (+9.5%) | 0.33% -0.025 pp | 0.14% +0.036 pp | USD13.81 +110.9% | 20 qtrs — |
| 34 | MAN GROUP PLC | 26.6K +18.2K (+214.6%) | 775.4K +567.6K (+273.2%) | 0.32% +0.220 pp | 0.00% +0.001 pp | USD27.18 +7.1% | 4 qtrs — |
| 35 | CORSAIR CAPITAL MANAGEMENT, L.P. | 25.6K +5.0 (+0.0%) | 744.7K +117.0K (+18.6%) | 0.31% +0.002 pp | 0.12% +0.012 pp | USD13.35 +118.1% | 17 qtrs — |
| 36 | LPL FINANCIAL LLC | 22.6K +22.6K (+100.0%) | 657.0K +657.0K (+100.0%) | 0.27% +0.273 pp | 0.00% +0.000 pp | USD29.12 +0.0% | 1 qtrs NEW |
| 37 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 20.9K +— (+0.0%) | 607.4K +95.3K (+18.6%) | 0.25% +0.002 pp | 0.00% +0.000 pp | USD21.99 +32.4% | 3 qtrs — |
| 38 | — | 20.0K +— (+0.0%) | 582.4K +91.4K (+18.6%) | 0.24% +0.000 pp | 0.40% +0.101 pp | USD24.55 +18.6% | 2 qtrs — |
| 39 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 20.1K +3.2K (+18.6%) | 579.9K +163.6K (+39.3%) | 0.24% +0.038 pp | 0.00% +0.000 pp | USD25.27 +15.2% | 4 qtrs — |
| 40 | LOS ANGELES CAPITAL MANAGEMENT LLC | 23.3K -2.7K (-10.5%) | 563.1K -76.9K (-12.0%) | 0.28% -0.031 pp | 0.00% 0.000 pp | USD22.67 +28.5% | 3 qtrs — |
| 41 | MILLENNIUM MANAGEMENT LLC | 18.8K -54.7K (-74.4%) | 548.5K -1.3M (-69.6%) | 0.23% -0.654 pp | 0.00% -0.001 pp | USD24.16 +20.5% | 19 qtrs — |
| 42 | STRS OHIO | 18.7K -3.5K (-15.8%) | 544.5K -466.0 (-0.1%) | 0.22% -0.042 pp | 0.00% +0.000 pp | USD21.99 +32.4% | 3 qtrs — |
| 43 | BARCLAYS PLC | 16.5K +6.4K (+64.3%) | 479.4K +264.3K (+122.8%) | 0.20% +0.079 pp | 0.00% +0.000 pp | USD25.02 +16.4% | 6 qtrs — |
| 44 | NEWEDGE ADVISORS, LLC | 14.9K -366.0 (-2.4%) | 434.6K +59.2K (+15.8%) | 0.18% -0.003 pp | 0.00% 0.000 pp | USD19.77 +47.3% | 8 qtrs — |
| 45 | BRIDGE CITY CAPITAL, LLC | 13.8K +1.8K (+14.6%) | 401.4K +106.1K (+35.9%) | 0.17% +0.022 pp | 0.12% +0.039 pp | USD25.13 +15.9% | 2 qtrs — |
| 46 | CETERA INVESTMENT ADVISERS | 12.8K -4.4K (-25.7%) | 373.6K -50.3K (-11.9%) | 0.16% -0.052 pp | 0.00% 0.000 pp | USD24.55 +18.6% | 5 qtrs — |
| 47 | VOYA INVESTMENT MANAGEMENT LLC | 12.8K +256.0 (+2.0%) | 373.2K +64.9K (+21.0%) | 0.15% +0.004 pp | 0.00% +0.000 pp | USD22.13 +31.6% | 3 qtrs — |
| 48 | HSBC HOLDINGS PLC | 12.6K +12.6K (+100.0%) | 358.3K +358.3K (+100.0%) | 0.15% +0.152 pp | 0.00% +0.000 pp | USD29.12 +0.0% | 1 qtrs NEW |
| 49 | BANK OF AMERICA CORP /DE/ | 11.4K +1.6K (+15.9%) | 332.7K +90.6K (+37.4%) | 0.14% +0.020 pp | 0.00% +0.000 pp | USD25.11 +16.0% | 9 qtrs — |
| 50 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11.0K -1.3K (-10.4%) | 319.0K +18.8K (+6.2%) | 0.13% -0.014 pp | 0.00% +0.000 pp | USD29.48 -1.2% | 5 qtrs — |
| 51 | QUEST PARTNERS LLC | 10.9K +4.0K (+59.2%) | 316.7K +149.0K (+88.8%) | 0.13% +0.050 pp | 0.02% +0.007 pp | USD25.44 +14.5% | 4 qtrs — |
| 52 | VERITION FUND MANAGEMENT LLC | 10.8K +— (+0.0%) | 315.3K +49.5K (+18.6%) | 0.13% +0.001 pp | 0.00% +0.000 pp | USD23.86 +22.0% | 4 qtrs — |
| 53 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10.8K +10.8K (+100.0%) | 313.2K +313.2K (+100.0%) | 0.13% +0.130 pp | 0.00% +0.000 pp | USD29.12 +0.0% | 9 qtrs — |
| 54 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 10.7K +10.7K (+100.0%) | 311.0K +311.0K (+100.0%) | 0.13% +0.128 pp | 0.00% +0.001 pp | USD29.12 +0.0% | 1 qtrs NEW |
| 55 | SPROTT INC. | 10.0K +10.0K (+100.0%) | 291.2K +291.2K (+100.0%) | 0.12% +0.121 pp | 0.01% +0.010 pp | USD29.12 +0.0% | 1 qtrs NEW |
| 56 | NUVEEN, LLC | 9.0K +— (+0.0%) | 261.8K +41.1K (+18.6%) | 0.11% +0.001 pp | 0.00% +0.000 pp | USD21.99 +32.4% | 3 qtrs — |
| 57 | JUMP FINANCIAL, LLC | 9.0K -5.6K (-38.6%) | 261.2K -97.5K (-27.2%) | 0.11% -0.067 pp | 0.00% -0.001 pp | USD25.57 +13.9% | 5 qtrs — |
| 58 | ENGINEERS GATE MANAGER LP | 8.7K -4.4K (-33.7%) | 254.0K -69.2K (-21.4%) | 0.11% -0.053 pp | 0.00% -0.001 pp | USD21.99 +32.4% | 3 qtrs — |
| 59 | LEGACY WEALTH ASSET MANAGEMENT, LLC | 8.6K +— (+0.0%) | 249.0K +39.1K (+18.6%) | 0.10% +0.000 pp | 0.06% +0.010 pp | USD24.55 +18.6% | 5 qtrs — |
| 60 | MARTINGALE ASSET MANAGEMENT L P | 8.2K +8.2K (+100.0%) | 239.7K +239.7K (+100.0%) | 0.10% +0.100 pp | 0.01% +0.006 pp | USD29.12 +0.0% | 1 qtrs NEW |
| 61 | HILLSDALE INVESTMENT MANAGEMENT INC. | 8.0K -1.5K (-15.8%) | 233.0K -265.0 (-0.1%) | 0.10% -0.018 pp | 0.01% -0.001 pp | USD14.15 +105.8% | 7 qtrs — |
| 62 | RHUMBLINE ADVISERS | 7.8K -1.8K (-19.0%) | 226.4K -9.4K (-4.0%) | 0.09% -0.021 pp | 0.00% +0.000 pp | USD21.99 +32.4% | 3 qtrs — |
| 63 | WELLS FARGO & COMPANY/MN | 7.6K +2.3K (+44.5%) | 221.2K +92.2K (+71.4%) | 0.09% +0.029 pp | 0.00% +0.000 pp | USD24.86 +17.1% | 24 qtrs — |
| 64 | PEKIN HARDY STRAUSS, INC. | 7.3K +7.3K (+100.0%) | 211.1K +211.1K (+100.0%) | 0.09% +0.087 pp | 0.02% +0.020 pp | USD29.12 +0.0% | 1 qtrs NEW |
| 65 | OCCUDO QUANTITATIVE STRATEGIES LP | 7.0K +7.0K (+100.0%) | 204.0K +204.0K (+100.0%) | 0.08% +0.085 pp | 0.01% +0.014 pp | USD29.12 +0.0% | 1 qtrs NEW |
| 66 | UBS GROUP AG | 6.4K -3.8K (-36.9%) | 187.2K -63.1K (-25.2%) | 0.08% -0.045 pp | 0.00% +0.000 pp | USD26.17 +11.3% | 9 qtrs — |
| 67 | SPIRE WEALTH MANAGEMENT | 4.4K +— (+0.0%) | 128.3K +20.1K (+18.6%) | 0.05% +0.000 pp | 0.00% +0.001 pp | USD15.61 +86.5% | 7 qtrs — |
| 68 | ADVISOR GROUP HOLDINGS, INC. | 4.3K +750.0 (+21.1%) | 125.2K +37.4K (+42.7%) | 0.05% +0.009 pp | 0.00% +0.000 pp | USD27.08 +7.5% | 11 qtrs — |
| 69 | METLIFE INVESTMENT MANAGEMENT, LLC | 4.3K +— (+0.0%) | 124.6K +19.6K (+18.6%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD21.99 +32.4% | 3 qtrs — |
| 70 | SG AMERICAS SECURITIES, LLC | 3.9K +3.9K (+100.0%) | 114.0K +114.0K (+100.0%) | 0.05% +0.047 pp | 0.00% +0.000 pp | USD29.12 +0.0% | 1 qtrs NEW |
| 71 | CANADA PENSION PLAN INVESTMENT BOARD | 3.8K +3.8K (+100.0%) | 110.7K +110.7K (+100.0%) | 0.05% +0.046 pp | 0.00% +0.000 pp | USD29.12 +0.0% | 1 qtrs NEW |
| 72 | NEW YORK STATE COMMON RETIREMENT FUND | 3.6K +— (+0.0%) | 104.8K +16.5K (+18.6%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD21.99 +32.4% | 3 qtrs — |
| 73 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 3.2K -60.0 (-1.8%) | 93.4K +13.2K (+16.4%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD21.99 +32.4% | 3 qtrs — |
| 74 | BRYN MAWR TRUST CO | 3.0K +— (+0.0%) | 86.3K +13.5K (+18.6%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD21.47 +35.6% | 6 qtrs — |
| 75 | IFP ADVISORS, INC | 2.0K +— (+0.0%) | 58.3K +9.1K (+18.6%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD29.55 -1.5% | 5 qtrs — |
| 76 | FMR LLC | 1.6K +1.5K (+989.2%) | 47.0K +43.3K (+1,189.5%) | 0.02% +0.018 pp | 0.00% +0.000 pp | USD28.69 +1.5% | 6 qtrs — |
| 77 | FINANCIAL CONSULATE, INC | 1.5K +— (+0.0%) | 43.7K +6.9K (+18.6%) | 0.02% +0.000 pp | 0.01% +0.001 pp | USD24.55 +18.6% | 2 qtrs — |
| 78 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1.5K +1.5K (+100.0%) | 43.4K +43.4K (+100.0%) | 0.02% +0.018 pp | 0.02% +0.015 pp | USD29.12 +0.0% | 7 qtrs — |
| 79 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 1.5K +— (+0.0%) | 42.3K +6.6K (+18.6%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD21.99 +32.4% | 3 qtrs — |
| 80 | PNC FINANCIAL SERVICES GROUP, INC. | 1.0K +— (+0.0%) | 29.1K +4.6K (+18.6%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD21.47 +35.6% | 6 qtrs — |
| 81 | KESTRA ADVISORY SERVICES, LLC | 1.0K +1.0K (+100.0%) | 29.1K +29.1K (+100.0%) | 0.01% +0.012 pp | 0.00% +0.000 pp | USD29.12 +0.0% | 1 qtrs NEW |
| 82 | KEMNAY ADVISORY SERVICES INC. | 773.00 +773.0 (+100.0%) | 22.5K +22.5K (+100.0%) | 0.01% +0.009 pp | 0.00% +0.003 pp | USD29.12 +0.0% | 1 qtrs NEW |
| 83 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 785.00 +785.0 (+100.0%) | 22.0K +22.0K (+100.0%) | 0.01% +0.009 pp | 0.00% +0.000 pp | USD29.12 +0.0% | 1 qtrs NEW |
| 84 | LEGAL & GENERAL GROUP PLC | 733.00 -36.0 (-4.7%) | 21.3K +2.5K (+13.1%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD21.99 +32.4% | 3 qtrs — |
| 85 | AMERITAS INVESTMENT PARTNERS, INC. | 704.00 +— (+0.0%) | 20.5K +3.2K (+18.6%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD21.99 +32.4% | 3 qtrs — |
| 86 | RUSSELL INVESTMENTS GROUP, LTD. | 584.00 +13.0 (+2.3%) | 17.0K +3.0K (+21.3%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD24.82 +17.3% | 5 qtrs — |
| 87 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 417.00 -14.0 (-3.2%) | 12.1K +1.6K (+14.8%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD21.99 +32.4% | 3 qtrs — |
| 88 | TOWER RESEARCH CAPITAL LLC (TRC) | 392.00 -172.0 (-30.5%) | 11.4K -2.4K (-17.6%) | 0.00% -0.002 pp | 0.00% 0.000 pp | USD24.56 +18.6% | 24 qtrs — |
| 89 | ROYAL BANK OF CANADA | 275.00 -325.0 (-54.2%) | 9.0K -6.0K (-40.0%) | 0.00% -0.004 pp | 0.00% +0.000 pp | USD23.85 +22.1% | 22 qtrs — |
| 90 | FEDERATED HERMES, INC. | 227.00 +127.0 (+127.0%) | 6.6K +4.2K (+169.2%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD27.94 +4.2% | 7 qtrs — |
| 91 | AMALGAMATED BANK | 212.00 -24.0 (-10.2%) | 6.0K +— (+0.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD21.99 +32.4% | 3 qtrs — |
| 92 | CITIGROUP INC | 183.00 -103.0 (-36.0%) | 5.3K -1.7K (-24.1%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD21.99 +32.4% | 8 qtrs — |
| 93 | DEUTSCHE BANK AG\ | 176.00 -8.2K (-97.9%) | 5.1K -201.2K (-97.5%) | 0.00% -0.099 pp | 0.00% 0.000 pp | USD24.49 +18.9% | 3 qtrs — |
| 94 | FINANCIAL PERSPECTIVES, INC | 145.00 +— (+0.0%) | 4.2K +662.0 (+18.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD24.54 +18.7% | 2 qtrs — |
| 95 | GAMMA INVESTING LLC | 107.00 +107.0 (+100.0%) | 3.1K +3.1K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD29.11 +0.0% | 1 qtrs NEW |
| 96 | CWM, LLC | 99.00 +16.0 (+19.3%) | 3.0K +1.0K (+50.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD25.27 +15.2% | 2 qtrs — |
| 97 | STERLING CAPITAL MANAGEMENT LLC | 44.00 +28.0 (+175.0%) | 1.3K +888.0 (+226.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD26.50 +9.9% | 3 qtrs — |
| 98 | TRUE WEALTH DESIGN, LLC | 2.00 +2.0 (+100.0%) | 59.00 +59.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD29.00 +0.4% | 1 qtrs NEW |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Innovator IBD Breakout Opportunities ETF BOUT | 0.63% | 99.1K | 0.80% |
| 2 | Hartford Multifactor Small Cap ETF ROSC | 0.49% | 299.7K | 0.34% |
| 3 | Invesco Dorsey Wright SmallCap Momentum ETF DWAS | 0.46% | 2.17M | 0.60% |
| 4 | Royce Quant Small-Cap Quality Value ETF SQLV | 0.28% | 80.4K | 0.60% |
| 5 | Franklin Small Cap Enhanced ETF FSML | 0.10% | 149.8K | 0.45% |
| 6 | Invesco Russell 2000 Dynamic Multifactor ETF OMFS | 0.07% | 205.3K | 0.39% |
| 7 | iShares Micro-Cap ETF IWC | 0.07% | 1.02M | 0.60% |
| 8 | Franklin U.S. Small Cap Multifactor Index ETF FLQS | 0.04% | 23.0K | 0.35% |
| 9 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.04% | 449.7K | 0.20% |
| 10 | WisdomTree U.S. SmallCap Fund EES | 0.03% | 210.2K | 0.38% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-12-01 | Walsh Andrea M. | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 18,000 | D | ↗ |
| 2025-12-01 | Tune Kathleen A | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 15,000 | D | ↗ |
| 2025-12-01 | Summers Andrew | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 12,000 | D | ↗ |
| 2025-12-01 | SKARVAN KATHLEEN | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 35,622 | D | ↗ |
| 2025-12-01 | Galatowitsch Joseph L. | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 15,000 | D | ↗ |
| 2025-12-01 | Fluet Gregory | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 21,000 | D | ↗ |
| 2025-12-01 | Erickson Stan K. | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 38,817 | D | ↗ |
| 2025-09-11 | Summers Andrew | Director | S-Sale | D | Common Stock | 3,153 | 24.42 | 77.0K | 0 | I | ↗ |
| 2025-09-10 | Summers Andrew | Director | S-Sale | D | Common Stock | 39,378 | 23.68 | 932.4K | 26,336 | I | ↗ |
| 2025-09-02 | Nagel Bradley M. | Officer | A-Award | A | Common Stock | 5,300 | 0.00 | — | 21,838 | D | ↗ |
| 2025-09-02 | Cunniff James L. | Director / Officer | A-Award | A | Common Stock | 17,000 | 0.00 | — | 147,751 | D | ↗ |
| 2025-02-24 | Summers Andrew | Director | S-Sale | D | Common Stock | 50,751 | 27.30 | 1.39M | 65,714 | I | ↗ |
| 2025-02-21 | Summers Andrew | Director | S-Sale | D | Common Stock | 735 | 28.99 | 21.3K | 116,465 | I | ↗ |
| 2025-02-20 | Summers Andrew | Director | S-Sale | D | Common Stock | 1,948 | 29.81 | 58.1K | 129,190 | I | ↗ |
| 2025-02-18 | SKARVAN KATHLEEN | Director | S-Sale | D | Common Stock | 38,954 | 29.28 | 1.14M | 32,622 | D | ↗ |
| 2025-02-14 | SKARVAN KATHLEEN | Director | M-Exempt | A | Common Stock | 40,000 | 1.80 | 72.0K | 95,394 | D | ↗ |
| 2024-12-31 | Cunniff James L. | Director / Officer | M-Exempt | A | Common Stock | 87,500 | 0.00 | — | 166,474 | D | ↗ |
| 2024-12-05 | Summers Andrew | Director | S-Sale | D | Common Stock | 160 | 29.41 | 4.7K | 300,629 | I | ↗ |
| 2024-12-04 | Summers Andrew | Director | S-Sale | D | Common Stock | 6,366 | 30.10 | 191.6K | 319,105 | I | ↗ |
| 2024-12-03 | Summers Andrew | Director | S-Sale | D | Common Stock | 17,718 | 30.21 | 535.2K | 325,471 | I | ↗ |
| 2024-12-02 | Summers Andrew | Director | S-Sale | D | Common Stock | 8,370 | 29.97 | 250.8K | 343,551 | I | ↗ |
| 2024-12-01 | Walsh Andrea M. | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 15,000 | D | ↗ |
| 2024-12-01 | Tune Kathleen A | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 12,000 | D | ↗ |
| 2024-12-01 | Summers Andrew | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 9,000 | D | ↗ |
| 2024-12-01 | SKARVAN KATHLEEN | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 55,394 | D | ↗ |
| 2024-12-01 | Galatowitsch Joseph L. | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 12,000 | D | ↗ |
| 2024-12-01 | Fluet Gregory | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 18,000 | D | ↗ |
| 2024-12-01 | Erickson Stan K. | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 35,817 | D | ↗ |
| 2024-11-19 | SKARVAN KATHLEEN | Director | S-Sale | D | Common Stock | 50,602 | 27.92 | 1.41M | 52,394 | D | ↗ |
| 2024-11-18 | SKARVAN KATHLEEN | Director | S-Sale | D | Common Stock | 42,453 | 28.16 | 1.20M | 102,996 | D | ↗ |
| 2024-09-30 | Cunniff James L. | Director / Officer | F-InKind | D | Common Stock | 34,426 | 21.47 | 739.1K | 78,974 | D | ↗ |
| 2024-09-03 | Nagel Bradley M. | Officer | A-Award | A | Common Stock | 5,500 | 0.00 | — | 17,100 | — | ↗ |
| 2024-09-03 | Cunniff James L. | Director / Officer | A-Award | A | Employee Stock Option (right to buy) | 29,100 | 17.25 | 502.0K | 29,100 | — | ↗ |
| 2024-03-01 | Cunniff James L. | Director / Officer | P-Purchase | A | Common Stock | 9,000 | 15.25 | 137.3K | 10,000 | — | ↗ |
| 2023-12-14 | Summers Andrew | Director | P-Purchase | A | Common Stock | 28,797 | 10.50 | 302.4K | 351,921 | — | ↗ |
| 2023-12-01 | Walsh Andrea M. | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 12,000 | — | ↗ |
| 2023-12-01 | Tune Kathleen A | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 9,000 | — | ↗ |
| 2023-12-01 | Summers Andrew | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 6,000 | — | ↗ |
| 2023-12-01 | SKARVAN KATHLEEN | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 145,449 | — | ↗ |
| 2023-12-01 | Galatowitsch Joseph L. | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 9,000 | — | ↗ |
| 2023-12-01 | Fluet Gregory | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 15,000 | — | ↗ |
| 2023-12-01 | Erickson Stan K. | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 32,817 | — | ↗ |
| 2023-11-21 | Cunniff James L. | Director / Officer | P-Purchase | A | Common Stock | 1,000 | 10.56 | 10.6K | 1,000 | — | ↗ |
| 2023-07-12 | SKARVAN KATHLEEN | Director | S-Sale | D | Common Stock | 1,107 | 10.83 | 12.0K | 142,449 | — | ↗ |
| 2023-07-01 | Nagel Bradley M. | Officer | A-Award | A | Common Stock | 6,600 | 0.00 | — | 11,600 | — | ↗ |
| 2023-07-01 | Cunniff James L. | Director / Officer | A-Award | A | Employee Stock Option (right to buy) | 175,000 | 10.71 | 1.87M | 175,000 | — | ↗ |
| 2023-02-27 | SKARVAN KATHLEEN | Director / Officer | G-Gift | D | Common Stock | 40,185 | 0.00 | — | 143,556 | — | ↗ |
| 2022-12-01 | Walsh Andrea M. | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 9,000 | — | ↗ |
| 2022-12-01 | Tune Kathleen A | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 6,000 | — | ↗ |
| 2022-12-01 | Summers Andrew | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 3,000 | — | ↗ |
| 2022-12-01 | Lee A Jones | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 28,183 | — | ↗ |
| 2022-12-01 | Galatowitsch Joseph L. | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 6,000 | — | ↗ |
| 2022-12-01 | Fluet Gregory | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 12,000 | — | ↗ |
| 2022-12-01 | Erickson Stan K. | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 29,817 | — | ↗ |
| 2022-11-14 | Nagel Bradley M. | — | — | — | — | — | — | — | 0 | — | ↗ |
| 2022-09-12 | SKARVAN KATHLEEN | Director / Officer | M-Exempt | A | Common Stock | 20,000 | 1.75 | 35.0K | 163,556 | — | ↗ |
| 2022-07-25 | Summers Andrew | Director | — | I | Common Stock | 0 | 0.00 | — | 323,124 | — | ↗ |
| 2022-07-01 | Wirtz Michelle C. | Officer | A-Award | A | Common Stock | 5,600 | 0.00 | — | 5,600 | — | ↗ |
| 2022-07-01 | SKARVAN KATHLEEN | Officer | A-Award | A | Employee Stock Option (right to buy) | 28,800 | 0.00 | — | 28,800 | — | ↗ |
| 2022-07-01 | Holland Christopher G. | Officer | A-Award | A | Employee Stock Option (right to buy) | 8,800 | 0.00 | — | 8,800 | — | ↗ |
| 2022-06-01 | Wirtz Michelle C. | Officer | — | D | Employee Stock Option (right to buy) | 1,692 | 12.80 | 21.7K | 0 | — | ↗ |
| 2022-02-16 | Holland Christopher G. | Officer | A-Award | A | Employee Stock Option (right to buy) | 7,200 | 12.11 | 87.2K | 7,200 | — | ↗ |
| 2021-12-01 | Walsh Andrea M. | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 6,000 | — | ↗ |
| 2021-12-01 | Tune Kathleen A | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 3,000 | — | ↗ |
| 2021-12-01 | Lee A Jones | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 25,183 | — | ↗ |
| 2021-12-01 | Galatowitsch Joseph L. | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 3,000 | — | ↗ |
| 2021-12-01 | Fluet Gregory | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 9,000 | — | ↗ |
| 2021-12-01 | Erickson Stan K. | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 26,817 | — | ↗ |
| 2021-11-12 | Tune Kathleen A | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-11-12 | Galatowitsch Joseph L. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-07-01 | SKARVAN KATHLEEN | Director / Officer | A-Award | A | Employee Stock Option (right to buy) | 18,200 | 11.35 | 206.6K | 18,200 | — | ↗ |
| 2021-07-01 | MACCOURT MICHAEL JOSEPH | Officer | A-Award | A | Common Stock | 15,000 | 0.00 | — | 32,000 | — | ↗ |
| 2021-06-10 | Lee A Jones | Director | P-Purchase | A | Common Stock | 1,000 | 11.06 | 11.1K | 22,183 | — | ↗ |
| 2021-06-03 | MACCOURT MICHAEL JOSEPH | Officer | P-Purchase | A | Common Stock | 2,000 | 10.57 | 21.1K | 17,000 | — | ↗ |
| 2021-05-14 | SKARVAN KATHLEEN | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 9.87 | 49.4K | 5,000 | — | ↗ |
| 2021-05-14 | Craney Stephen H. | Director | P-Purchase | A | Common Stock | 10,000 | 9.35 | 93.5K | 587,901 | — | ↗ |
| 2020-12-01 | Winn George H. | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 137,388 | — | ↗ |
| 2020-12-01 | Walsh Andrea M. | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 3,000 | — | ↗ |
| 2020-12-01 | Lee A Jones | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 21,183 | — | ↗ |
| 2020-12-01 | Fluet Gregory | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 6,000 | — | ↗ |
| 2020-12-01 | Erickson Stan K. | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 23,817 | — | ↗ |
| 2020-12-01 | Craney Stephen H. | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 577,901 | — | ↗ |
| 2020-11-13 | Walsh Andrea M. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-08-21 | SKARVAN KATHLEEN | Director / Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 147,245 | — | ↗ |
| 2020-07-01 | SKARVAN KATHLEEN | Director / Officer | A-Award | A | Common Stock | 8,256 | 0.00 | — | 137,245 | — | ↗ |
| 2020-07-01 | MACCOURT MICHAEL JOSEPH | Officer | A-Award | A | Common Stock | 12,500 | 0.00 | — | 15,000 | — | ↗ |
| 2020-06-05 | Winn George H. | Director | S-Sale | D | Common Stock | 10,000 | 15.34 | 153.4K | 133,088 | — | ↗ |
| 2020-05-26 | MACCOURT MICHAEL JOSEPH | Officer | A-Award | A | Common Stock | 2,500 | 0.00 | — | 2,500 | — | ↗ |
| 2020-05-22 | Winn George H. | Director | G-Gift | D | Common Stock | 21,500 | 0.00 | — | 143,088 | — | ↗ |
| 2020-05-21 | Brock Jeremy T. | Officer | M-Exempt | D | Stock Option (right to buy) | 18,000 | 2.53 | 45.5K | 0 | — | ↗ |
| 2020-03-13 | Craney Stephen H. | Director | P-Purchase | A | Common Stock | 10,000 | 8.60 | 86.0K | 574,901 | — | ↗ |
| 2019-12-02 | Winn George H. | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 164,588 | — | ↗ |
| 2019-12-02 | Lee A Jones | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 18,183 | — | ↗ |
| 2019-12-02 | Fluet Gregory | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 3,000 | — | ↗ |
| 2019-12-02 | Erickson Stan K. | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 20,817 | — | ↗ |
| 2019-12-02 | ERB JOHN L | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 3,000 | — | ↗ |
| 2019-12-02 | Craney Stephen H. | Director | A-Award | A | Common Stock | 3,000 | 0.00 | — | 564,901 | — | ↗ |
| 2019-08-13 | Fluet Gregory | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-08-13 | ERB JOHN L | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-07-01 | SKARVAN KATHLEEN | Director / Officer | A-Award | A | Common Stock | 20,000 | 0.00 | — | 128,989 | — | ↗ |
| 2019-07-01 | Brock Jeremy T. | Officer | A-Award | A | Common Stock | 12,500 | 0.00 | — | 52,500 | — | ↗ |
| 2019-02-19 | Craney Stephen H. | Director | P-Purchase | A | Common Stock | 7,967 | 5.71 | 45.5K | 561,901 | — | ↗ |
| 2019-02-15 | Craney Stephen H. | Director | P-Purchase | A | Common Stock | 2,033 | 5.75 | 11.7K | 553,934 | — | ↗ |
| 2018-12-01 | Winn George H. | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 161,588 | — | ↗ |
| 2018-12-01 | Lee A Jones | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 15,183 | — | ↗ |
| 2018-12-01 | Erickson Stan K. | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 17,817 | — | ↗ |
| 2018-12-01 | Eckles William V. | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 19,683 | — | ↗ |
| 2018-12-01 | Craney Stephen H. | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 551,901 | — | ↗ |
| 2018-07-01 | SKARVAN KATHLEEN | Director / Officer | A-Award | A | Common Stock | 20,000 | 0.00 | — | 108,989 | — | ↗ |
| 2018-07-01 | Brock Jeremy T. | Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 40,000 | — | ↗ |
| 2017-12-05 | Winn George H. | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 159,588 | — | ↗ |
| 2017-12-05 | Lee A Jones | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 13,183 | — | ↗ |
| 2017-12-05 | Erickson Stan K. | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 15,817 | — | ↗ |
| 2017-12-05 | Eckles William V. | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 17,683 | — | ↗ |
| 2017-12-05 | Craney Stephen H. | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 549,901 | — | ↗ |
| 2017-10-03 | Red Oak Partners, LLC | 10% Owner | S-Sale | D | Common Stock | 4,047 | 7.50 | 30.3K | 93,787 | — | ↗ |
| 2017-10-02 | Red Oak Partners, LLC | 10% Owner | S-Sale | D | Common Stock | 544 | 7.49 | 4.1K | 149,339 | — | ↗ |
| 2017-09-29 | Red Oak Partners, LLC | 10% Owner | S-Sale | D | Common Stock | 178 | 7.56 | 1.3K | 98,190 | — | ↗ |
| 2017-09-22 | Red Oak Partners, LLC | 10% Owner | S-Sale | D | Common Stock | 866 | 7.40 | 6.4K | 98,368 | — | ↗ |
| 2017-09-21 | Red Oak Partners, LLC | 10% Owner | S-Sale | D | Common Stock | 33,889 | 7.49 | 253.7K | 370,544 | — | ↗ |
| 2017-09-20 | Red Oak Partners, LLC | 10% Owner | S-Sale | D | Common Stock | 79,947 | 7.53 | 602.3K | 404,433 | — | ↗ |
| 2017-07-01 | SKARVAN KATHLEEN | Director / Officer | A-Award | A | Common Stock | 20,000 | 0.00 | — | 88,989 | — | ↗ |
| 2017-07-01 | Brock Jeremy T. | Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 30,000 | — | ↗ |
| 2017-03-13 | Craney Stephen H. | Director | P-Purchase | A | Common Stock | 5,000 | 4.64 | 23.2K | 547,901 | — | ↗ |
| 2017-03-10 | Craney Stephen H. | Director | P-Purchase | A | Common Stock | 5,000 | 4.65 | 23.3K | 542,901 | — | ↗ |
| 2016-12-05 | Erickson Stan K. | Director | P-Purchase | A | Common Stock | 1,500 | 3.76 | 5.6K | 1,500 | — | ↗ |
| 2016-12-05 | Craney Stephen H. | Director | P-Purchase | A | Common Stock | 11,088 | 3.80 | 42.1K | 537,901 | — | ↗ |
| 2016-12-01 | Winn George H. | Director | A-Award | A | Common Stock | 2,611 | 0.00 | — | 157,588 | — | ↗ |
| 2016-12-01 | Lee A Jones | Director | A-Award | A | Common Stock | 2,611 | 0.00 | — | 11,183 | — | ↗ |
| 2016-12-01 | Erickson Stan K. | Director | P-Purchase | A | Common Stock | 2,634 | 3.78 | 10.0K | 13,817 | — | ↗ |
| 2016-12-01 | Eckles William V. | Director | A-Award | A | Common Stock | 2,611 | 0.00 | — | 15,683 | — | ↗ |
| 2016-12-01 | Craney Stephen H. | Director | A-Award | A | Common Stock | 2,611 | 0.00 | — | 521,813 | — | ↗ |
| 2016-11-10 | Eckles William | Director | P-Purchase | A | Common Stock | 20,000 | 3.61 | 72.2K | 175,311 | — | ↗ |
| 2016-07-01 | SKARVAN KATHLEEN | Director / Officer | A-Award | A | Common Stock | 20,000 | 0.00 | — | 68,989 | — | ↗ |
| 2016-07-01 | Brock Jeremy T. | Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 20,000 | — | ↗ |
| 2016-05-17 | Red Oak Partners, LLC | — | P-Purchase | A | Common Stock | 8,900 | 3.81 | 33.9K | 425,722 | — | ↗ |
| 2016-05-16 | Red Oak Partners, LLC | 10% Owner | P-Purchase | A | Common Stock | 18,113 | 3.71 | 67.1K | 416,822 | — | ↗ |
| 2016-05-13 | Red Oak Partners, LLC | 10% Owner | P-Purchase | A | Common Stock | 49,418 | 3.75 | 185.4K | 398,709 | — | ↗ |
| 2016-05-12 | Red Oak Partners, LLC | 10% Owner | P-Purchase | A | Common Stock | 60,682 | 3.83 | 232.7K | 349,291 | — | ↗ |
| 2016-05-11 | Red Oak Partners, LLC | 10% Owner | P-Purchase | A | Common Stock | 17,400 | 3.84 | 66.8K | 288,609 | — | ↗ |
| 2016-02-18 | Red Oak Partners, LLC | 10% Owner | P-Purchase | A | Common Stock | 1,053 | 3.60 | 3.8K | 922,870 | — | ↗ |
| 2016-02-17 | Red Oak Partners, LLC | 10% Owner | P-Purchase | A | Common Stock | 7,473 | 3.56 | 26.6K | 901,952 | — | ↗ |
| 2016-02-16 | Red Oak Partners, LLC | 10% Owner | P-Purchase | A | Common Stock | 4,293 | 3.52 | 15.1K | 894,479 | — | ↗ |
| 2016-02-12 | Red Oak Partners, LLC | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 52,499 | — | ↗ |
| 2015-12-01 | Winn George H. | Director | A-Award | A | Common Stock | 4,651 | 0.00 | — | 154,977 | — | ↗ |
| 2015-12-01 | Lee A Jones | Director | A-Award | A | Common Stock | 4,651 | 0.00 | — | 8,572 | — | ↗ |
| 2015-12-01 | Erickson Stan K. | Director | A-Award | A | Common Stock | 4,651 | 0.00 | — | 8,572 | — | ↗ |
| 2015-12-01 | Eckles William | Director | A-Award | A | Common Stock | 4,651 | 0.00 | — | 13,072 | — | ↗ |
| 2015-12-01 | Craney Stephen H. | Director | A-Award | A | Common Stock | 4,651 | 0.00 | — | 519,202 | — | ↗ |
| 2015-11-16 | SKARVAN KATHLEEN | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 2.00 | 10.0K | 48,989 | — | ↗ |
| 2015-11-16 | Eckles William | Director | P-Purchase | A | Common Stock | 60,000 | 2.11 | 126.7K | 155,311 | — | ↗ |
| 2015-07-01 | SKARVAN KATHLEEN | Officer | A-Award | A | Common Stock | 20,000 | 0.00 | — | 43,989 | — | ↗ |
| 2015-07-01 | Brock Jeremy T. | Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 10,000 | — | ↗ |
| 2015-03-16 | Craney Stephen H. | Director | P-Purchase | A | Common Stock | 9,900 | 2.35 | 23.2K | 514,551 | — | ↗ |
| 2014-12-09 | Eckles William | Director | P-Purchase | A | Common Stock | 10,000 | 2.46 | 24.6K | 95,311 | — | ↗ |
| 2014-12-05 | Winn George H. | Director | A-Award | A | Common Stock | 3,921 | 0.00 | — | 150,326 | — | ↗ |
| 2014-12-05 | Lee A Jones | Director | A-Award | A | Common Stock | 3,921 | 0.00 | — | 3,921 | — | ↗ |
| 2014-12-05 | Erickson Stan K. | Director | A-Award | A | Common Stock | 3,921 | 0.00 | — | 3,921 | — | ↗ |
| 2014-12-05 | Eckles William | Director | A-Award | A | Common Stock | 3,921 | 0.00 | — | 8,421 | — | ↗ |
| 2014-12-05 | Craney Stephen H. | Director | A-Award | A | Common Stock | 3,921 | 0.00 | — | 504,651 | — | ↗ |
| 2014-11-21 | Erickson Stan K. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2014-11-21 | Craney Stephen H. | Director | P-Purchase | A | Common Stock | 35,000 | 2.25 | 78.8K | 500,730 | — | ↗ |
| 2014-08-26 | Lee A Jones | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2014-07-10 | SKARVAN KATHLEEN | Director / Officer | A-Award | A | Stock Option (right to buy) | 50,000 | 1.40 | 70.0K | 50,000 | — | ↗ |
| 2014-07-10 | Brock Jeremy T. | Officer | A-Award | A | Stock Option (right to buy) | 30,000 | 1.40 | 42.0K | 30,000 | — | ↗ |
| 2014-02-10 | Craney Stephen H. | Director | J-Other | A | Common Stock | 100,000 | 0.00 | — | 465,730 | — | ↗ |
| 2013-07-01 | SKARVAN KATHLEEN | Officer | A-Award | A | Stock Option (Right to Buy) | 15,000 | 1.31 | 19.7K | 15,000 | — | ↗ |
| 2013-07-01 | Brock Jeremy T. | Officer | A-Award | A | Stock Option (right to buy) | 10,000 | 1.31 | 13.1K | 10,000 | — | ↗ |
| 2013-06-30 | Hansen Craig N. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2013-05-29 | SKARVAN KATHLEEN | Officer | L-Small | A | Common Stock | 39 | 1.27 | 49.53 | 23,989 | — | ↗ |
| 2013-02-25 | Craney Stephen H. | Director | P-Purchase | A | Common Stock | 50,000 | 1.40 | 70.0K | 365,730 | — | ↗ |
| 2013-02-21 | SKARVAN KATHLEEN | Officer | P-Purchase | A | Common Stock | 1,450 | 1.35 | 2.0K | 23,950 | — | ↗ |
| 2013-02-20 | SKARVAN KATHLEEN | Officer | P-Purchase | A | Common Stock | 4,600 | 1.35 | 6.2K | 22,500 | — | ↗ |
| 2013-02-15 | SKARVAN KATHLEEN | Officer | P-Purchase | A | Common Stock | 2,900 | 1.35 | 3.9K | 17,900 | — | ↗ |
| 2012-12-14 | SKARVAN KATHLEEN | Officer | P-Purchase | A | Common Stock | 8,000 | 1.47 | 11.8K | 15,000 | — | ↗ |
| 2012-12-14 | Craney Stephen H. | Director | P-Purchase | A | Common Stock | 6,600 | 1.50 | 9.9K | 315,730 | — | ↗ |
| 2012-12-13 | Craney Stephen H. | Director | P-Purchase | A | Common Stock | 12,200 | 1.49 | 18.2K | 309,130 | — | ↗ |
| 2012-12-12 | Craney Stephen H. | Director | P-Purchase | A | Common Stock | 1,200 | 1.39 | 1.7K | 296,930 | — | ↗ |
| 2012-12-11 | SKARVAN KATHLEEN | Officer | P-Purchase | A | Common Stock | 7,000 | 1.41 | 9.9K | 7,000 | — | ↗ |
| 2012-12-03 | SKARVAN KATHLEEN | Officer | A-Award | A | Stock Options (Right to Buy) | 20,000 | 1.75 | 35.0K | 20,000 | — | ↗ |
| 2012-12-01 | SKARVAN KATHLEEN | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2012-11-15 | Eckles William | Director | P-Purchase | A | Common Stock | 9,311 | 1.56 | 14.5K | 85,311 | — | ↗ |
| 2012-11-15 | Brock Jeremy T. | Officer | A-Award | A | Stock Option (right to buy) | 20,000 | 1.59 | 31.8K | 20,000 | — | ↗ |
| 2012-06-11 | Hansen Craig N. | Director | A-Award | A | Common Stock | 4,800 | 0.00 | — | 4,800 | — | ↗ |
| 2012-05-30 | Brock Jeremy T. | Officer | A-Award | A | Stock Option (right to buy) | 18,000 | 2.53 | 45.5K | 18,000 | — | ↗ |
| 2012-05-21 | Kloeckner Darrel L | Director | P-Purchase | A | Common Stock | 9,375 | 2.65 | 24.8K | 50,000 | — | ↗ |
| 2012-05-16 | Eckles William | Director | P-Purchase | A | Common Stock | 10,000 | 2.52 | 25.2K | 76,000 | — | ↗ |
| 2012-03-12 | Hansen Craig N. | Director | S-Sale | D | Common Stock | 3,750 | 0.00 | — | 492,750 | — | ↗ |
| 2012-03-12 | Craney Stephen H. | Director | P-Purchase | A | Common Stock | 6,931 | 3.00 | 20.8K | 295,730 | — | ↗ |
| 2012-03-08 | Craney Stephen H. | Director | P-Purchase | A | Common Stock | 1,520 | 3.00 | 4.6K | 288,799 | — | ↗ |
| 2012-03-07 | Craney Stephen H. | Director | P-Purchase | A | Common Stock | 2,300 | 3.00 | 6.9K | 287,279 | — | ↗ |
| 2012-03-05 | Craney Stephen H. | Director | P-Purchase | A | Common Stock | 395 | 3.00 | 1.2K | 284,979 | — | ↗ |
| 2012-03-02 | Craney Stephen H. | Director | P-Purchase | A | Common Stock | 100 | 3.00 | 300.00 | 284,584 | — | ↗ |
| 2012-03-01 | Craney Stephen H. | Director | P-Purchase | A | Common Stock | 10,150 | 2.93 | 29.8K | 284,484 | — | ↗ |
| 2012-02-22 | Hagedorn Thomas M. | Director | P-Purchase | A | Common Stock | 10,000 | 3.01 | 30.1K | 874,250 | — | ↗ |
| 2012-02-15 | Eckles William | Director | P-Purchase | A | Common Stock | 3,300 | 3.10 | 10.2K | 4,300 | — | ↗ |
| 2012-02-15 | Cassidy James J. | Officer | A-Award | A | Stock Option (right to buy) | 20,000 | 3.24 | 64.8K | 20,000 | — | ↗ |
| 2012-02-03 | Hansen Craig N. | Director | G-Gift | D | Common Stock | 3,700 | 0.00 | — | 500,200 | — | ↗ |
| 2012-01-11 | Hansen Craig N. | Director | G-Gift | D | Common Stock | 3,700 | 0.00 | — | 507,600 | — | ↗ |
| 2011-12-20 | Hansen Robert D. | Director / Officer | S-Sale | D | Common Stock | 8,000 | 0.00 | — | 571,355 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | James L. Cunniff President and Chief Executive Officer | 519.2K | — | 274.3K | 273.0K | 405.6K | 14.2K | 1.49M | 36.82% | ↗ |
| 2 | 2025 | Bradley M. Nagel Chief Financial Officer | 323.3K | — | 94.9K | 114.5K | 202.8K | 21.3K | 756.7K | 27.67% | ↗ |
| 3 | 2024 | James L. Cunniff President and Chief Executive Officer | 500.0K | — | 1.15M | 1.01M | 290.0K | 48.5K | 3.00M | 72.08% | ↗ |
| 4 | 2024 | Bradley M. Nagel Chief Financial Officer | 280.3K | — | 70.7K | 82.2K | 97.5K | 22.2K | 552.9K | 27.66% | ↗ |
| 5 | 2023 | Kathleen S. Skarvan President and Chief Executive Officer | 474.0K | — | 142.6K | 153.6K | 285.0K | 21.7K | 1.08M | 27.50% | ↗ |
| 6 | 2023 | Christopher G. Holland Former Chief Commercial Officer | 285.0K | — | 73.3K | 46.9K | — | 139.2K | 534.4K | 22.49% | ↗ |
| 7 | 2023 | Bradley M. Nagel Chief Financial Officer | 144.2K | — | 50.3K | — | 50.0K | 9.8K | 254.3K | 19.76% | ↗ |
| 8 | 2022 | Kathleen S. Skarvan President and Chief Executive Officer | 448.5K | — | 123.7K | 119.7K | 243.0K | 23.3K | 958.1K | 25.40% | ↗ |
| 9 | 2022 | Michael J. MacCourt Former Chief Financial Officer | 289.4K | — | 170.3K | 84.0K | 94.0K | 19.5K | 657.2K | 38.69% | ↗ |
| 10 | 2022 | Christopher G. Holland Chief Commercial Officer | 89.2K | — | 66.6K | 87.2K | 39.2K | 6.5K | 288.6K | 53.28% | ↗ |
| 11 | 2022 | Christopher G. Holland Former Chief Commercial Officer | 89.2K | — | 66.6K | 46.9K | 39.2K | 6.5K | 248.4K | 45.71% | ↗ |
| 12 | 2022 | Michelle C. Wirtz Interim Chief Financial Officer | 84.6K | — | — | 21.7K | 22.1K | 3.8K | 132.2K | 16.39% | ↗ |
| 13 | 2021 | Kathleen S. Skarvan President and Chief Executive Officer | 410.0K | — | 265.1K | 205.6K | 270.6K | 21.0K | 1.17M | 40.15% | ↗ |
| 14 | 2021 | Michael J. MacCourt Chief Financial Officer | 269.4K | — | 186.3K | 79.0K | 108.9K | 43.5K | 687.0K | 38.61% | ↗ |
| 15 | 2021 | Michael J. MacCourt Former Chief Financial Officer | 269.4K | — | 186.3K | 79.0K | 108.9K | 43.5K | 687.0K | 38.61% | ↗ |
| 16 | 2020 | Kathleen S. Skarvan President and Chief Executive Officer | 410.0K | — | 105.8K | 209.0K | — | 23.5K | 748.3K | 42.06% | ↗ |
| 17 | 2020 | Jeremy T. Brock Former Chief Financial Officer | 290.0K | — | 66.1K | 88.9K | — | 19.2K | 464.2K | 33.39% | ↗ |
| 18 | 2020 | Michael J. MacCourt Chief Financial Officer | 25.7K | — | 32.5K | — | — | 1.1K | 59.2K | 54.88% | ↗ |
| 19 | 2019 | Kathleen S. Skarvan President and Chief Executive Officer | 396.8K | 30.0K | 108.4K | 211.6K | 99.2K | 21.6K | 867.6K | 36.88% | ↗ |
| 20 | 2019 | Jeremy T. Brock Chief Financial Officer | 250.0K | — | 54.2K | 105.8K | 37.5K | 15.8K | 463.3K | 34.53% | ↗ |
| 21 | 2019 | Jeremy T. Brock Former Chief Financial Officer | 250.0K | — | 54.2K | 105.8K | 37.5K | 15.8K | 463.3K | 34.53% | ↗ |
| 22 | 2018 | Kathleen S. Skarvan President and Chief Executive Officer | 345.0K | — | 110.6K | 195.2K | 51.8K | 21.6K | 724.1K | 42.23% | ↗ |
| 23 | 2018 | Jeremy T. Brock Chief Financial Officer | 230.0K | — | 55.3K | 97.6K | 20.7K | 16.0K | 419.6K | 36.44% | ↗ |
| 24 | 2017 | Kathleen S. Skarvan President and Chief Executive Officer | 285.1K | — | 36.0K | 120.4K | 106.9K | 28.4K | 617.2K | 25.34% | ↗ |
| 25 | 2017 | Jeremy T. Brock Chief Financial Officer | 200.0K | — | 38.2K | 60.2K | 45.0K | 15.3K | 358.7K | 27.43% | ↗ |
| 26 | 2016 | Kathleen S. Skarvan President and Chief Executive Officer | 237.6K | — | 36.0K | 54.8K | 398.0K | 20.6K | 747.0K | 12.15% | ↗ |
| 27 | 2016 | Jeremy T. Brock Chief Financial Officer | 170.5K | — | 18.0K | 27.4K | 171.4K | 13.9K | 401.1K | 11.31% | ↗ |
| 28 | 2015 | Kathleen S. Skarvan President and Chief Executive Officer | 217.0K | — | — | 47.5K | 97.6K | 16.4K | 378.5K | 12.54% | ↗ |
| 29 | 2015 | Kathleen S. Skarvan President and Chief Executive Officer | 217.0K | — | — | 47.5K | 97.6K | 16.4K | 378.5K | 12.54% | ↗ |
| 30 | 2015 | Jeremy T. Brock Chief Financial Officer | 155.0K | — | — | 28.5K | 52.3K | 11.2K | 247.0K | 11.53% | ↗ |
| 31 | 2015 | Jeremy T. Brock Chief Financial Officer | 155.0K | — | — | 28.5K | 52.3K | 11.2K | 247.0K | 11.53% | ↗ |
| 32 | 2014 | Kathleen S. Skarvan Chief Executive Officer | 210.0K | — | — | 13.2K | — | 16.2K | 239.4K | 5.51% | ↗ |
| 33 | 2014 | Kathleen S. Skarvan President and Chief Executive Officer | 210.0K | — | — | 13.2K | — | 16.2K | 239.4K | 5.51% | ↗ |
| 34 | 2014 | Jeremy T. Brock Chief Financial Officer | 150.0K | — | — | 8.8K | — | 11.0K | 169.8K | 5.18% | ↗ |
| 35 | 2013 | Dr. James J. Cassidy Former Chief Operating Officer | 172.0K | — | — | — | — | 12.0K | 184.0K | 0.00% | ↗ |
| 36 | 2013 | Jeremy T. Brock Chief Financial Officer | 138.1K | — | — | 19.5K | — | 10.5K | 168.1K | 11.59% | ↗ |
| 37 | 2013 | Kathleen S. Skarvan Chief Executive Officer | 122.5K | — | — | 21.6K | — | 10.0K | 154.1K | 14.03% | ↗ |
| 38 | 2013 | Kathleen S. Skarvan Chief Executive Officer | 122.5K | — | — | 21.6K | — | 10.0K | 154.1K | 14.03% | ↗ |
| 39 | 2012 | Robert D. Hansen Former Chief Executive Officer | 181.4K | — | — | — | 134.1K | 245.9K | 561.4K | 0.00% | ↗ |
| 40 | 2012 | Terry M. Belford Former Chief Financial Officer | 48.7K | — | — | — | 65.2K | 121.8K | 235.7K | 0.00% | ↗ |
| 41 | 2012 | Dr. James J. Cassidy Former Chief Operating Officer | 162.0K | — | — | 37.1K | 5.8K | 9.1K | 214.0K | 17.33% | ↗ |
| 42 | 2012 | Dr. James J. Cassidy Interim Chief Executive Officer and Chief Operating Officer | 162.0K | — | — | 37.1K | 5.8K | 9.1K | 214.0K | 17.33% | ↗ |
| 43 | 2012 | Jeremy T. Brock Chief Financial Officer | 104.3K | — | — | 23.8K | — | 7.4K | 135.5K | 17.58% | ↗ |
| 44 | 2012 | Jeremy T. Brock Chief Financial Officer | 104.3K | — | — | 23.8K | — | 7.4K | 135.5K | 17.58% | ↗ |
| 45 | 2011 | Robert D. Hansen Chief Executive Officer | 209.0K | — | — | — | 75.0K | 17.8K | 301.8K | 0.00% | ↗ |
| 46 | 2011 | Robert D. Hansen Former Chief Executive Officer | 209.0K | — | — | — | 75.0K | 17.8K | 301.8K | 0.00% | ↗ |
| 47 | 2011 | Terry M. Belford Chief Financial Officer | 146.0K | — | — | — | 56.3K | 7.2K | 209.5K | 0.00% | ↗ |
| 48 | 2011 | Terry M. Belford Former Chief Financial Officer | 146.0K | — | — | — | 56.3K | 7.2K | 209.5K | 0.00% | ↗ |
| 49 | 2010 | Robert D. Hansen Chief Executive Officer | 185.0K | — | — | — | 90.0K | 17.0K | 292.0K | 0.00% | ↗ |
| 50 | 2010 | Terry M. Belford Chief Financial Officer | 128.5K | — | — | — | 67.5K | 7.6K | 203.6K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| James L. Cunniff | President, Chief Executive Officer & Director | 939.0K | male |
| Bradley Nagel | Chief Financial Officer, Treasurer & Secretary | 547.3K | male |
No Senate trading activity found for this company.
No House trading activity found for this company.
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for ELMD
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.

MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
