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Electromed, Inc. (ELMD)

USD43.76 -0.58 (-1.31%)
US AMEX Healthcare Medical - Devices
Address 500 Sixth Avenue NW 56071
New Prague, MN, US
CEO James L. Cunniff
IPO 2010-08-13
CIK 1488917 ISIN US2854091087

Explore sections of this company profile

Description

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.

News Sentiment (7d)
62 Positive

Based on only 2 articles — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD43.76 -0.58 (-1.31%)
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Volume Profile
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Liquidity & share structure
Average Volume
61.6K
Beta
0.52
Float Shares
6.49M
Free Float %
78.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+4.90% +1.64% +9.02% +12.12% +3.23% -6.59% +19.14% +126.67% +199.23% +625.33% +583.42%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (4 ratings, all time) Buy
Price Targets & DCF
Current price
43.76
Low 38.00 -13.2%
Consensus 38.00 -13.2%
Median 38.00 -13.2%
High 38.00 -13.2%
DCF (Unlevered) 77.41 +76.9%
DCF (Levered) 223.28 +410.2%

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 3 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 3
36.33
-17.0%
All Time 3
36.33
-17.0%
Quality scores
Altman Z-Score
16.44
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
7 / 10
Strong MOAT
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
4 / 5
High
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • 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)
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 (0.39) × ERP
WACC = 100% × Ke + 0% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 75.35 Current price: 43.76
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 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
Historical Ratings (3M)
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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
10.16M
OE per share TTM
1.16
Owner's Yield
4.74%
Maintenance CapEx ratio
19.52%
Maint CapEx / Avg PPE
10.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
32
Total invested
25.87M
Insider transactions (90d)
0
Beneficial owners (>5%)
26
Beneficial owners (>5%)
# 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)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
32
-70 vs prev Q
New positions
8
Closed positions
77
Increased
13
Reduced
6
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VANGUARD GROUP INC 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
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 56 ETFs in our universe
# 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

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
7
Sells
0
Shares acquired
21.0K
Shares disposed
Cash buys
Cash sales
Net activity
+21,000
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2025-12-01 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

Top executives
EBIT / Employee
54.6K
Shares Outstanding
8.28M

Executive compensation

Executive compensation (annual)
# 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%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-09-30 DEFA14A
2025-09-30 DEF 14A
2024-10-01 DEFA14A
2024-10-01 DEF 14A
2023-09-26 DEFA14A
2023-09-26 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-03-26 SC 13G/A
2026-02-10 8-K
2026-02-10 10-Q
2025-12-18 8-K
2025-12-03 4
2025-12-03 4
2025-12-03 4
2025-12-03 4
2025-12-03 4
2025-12-03 4

Executive team

NameTitleCompensationGender
James L. Cunniff President, Chief Executive Officer & Director 939.0K male
Bradley Nagel Chief Financial Officer, Treasurer & Secretary 547.3K male
ESG Rating
B+
MEDICAL - DEVICES
Rank: 2 out of 152
2020
E (Environmental)
83.0 / 62.5
Company / Sector avg.
S (Social)
62.7 / 68.9
Company / Sector avg.
G (Governance)
60.8 / 64.8
Company / Sector avg.
ESG Total
68.8 / 65.4
Company / Sector avg.
ESG Score History MEDICAL - DEVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend history

Earnings history

Earnings reports

Stock splits