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Eos Energy Enterprises, Inc. (EOSE)

USD4.43 +0.14 (+3.15%)
US NASDAQ Industrials Electrical Equipment & Parts
Address 3920 Park Avenue 8820
Edison, NJ, US
CEO Joseph R. Mastrangelo Jr.
IPO 2020-11-02
CIK 1805077 ISIN US29415C1018

Explore sections of this company profile

Also trades on NASDAQ Capital Market · EOSE (USD) NASDAQ Capital Market · EOSEW (USD)
Description

Eos Energy Enterprises, Inc., a U.S.-based company, focuses on the creation, production, and implementation of battery storage solutions. These systems are designed for diverse clients across the utility, commercial and industrial, and renewable energy markets. The company's product line includes stationary battery storage units, with its flagship Eos Znyth DC battery system specifically engineered to meet the substantial demands of grid-scale energy storage. Founded in 2008, Eos Energy Enterprises maintains its corporate headquarters in Edison, New Jersey.

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
USD4.43 +0.14 (+3.15%)
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Volume Profile
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Liquidity & share structure
Average Volume
28M
Beta
2.69
Float Shares
256.04M
Free Float %
98.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-5.48% +23.66% +31.49% -27.03% -46.75% -29.32% +19.12% +250.65% -23.58% -16.49% -16.49%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (10 ratings, all time) Hold
Price Targets & DCF
Current price
4.43
Low 2.00 -54.8%
Consensus 12.50 +182.5%
Median 12.00 +171.2%
High 22.00 +397.2%
Ratings Trend (MoM) 22% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 2 0
Hold 7 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 4
15.13
+241.9%
All Time 6
12.08
+173.0%
Quality scores
Altman Z-Score
-5.50
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
0 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
5 / 5
High
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Electrical Equipment & Parts: +13.1%
    +631.8% Q1'26: +444.7% (vs Q1'25)
  • EPS growth Electrical Equipment & Parts: +22.4%
    -47.0% Q1'26: +160.0% (vs Q1'25)
  • FCF margin FCF growth · Electrical Equipment & Parts: +27.2%
    -838.5% Q1'26: -271.8% (vs Q1'25)
  • EBIT margin Electrical Equipment & Parts: +8.2%
    -837.4% Q1'26: +0.0% (vs Q1'25)
  • ROIC Electrical Equipment & Parts: +6.4%
    Q1'26: +0.0% (vs Q1'25)
  • Share dilution Electrical Equipment & Parts: +0.0%
    +23.0% Q1'26: +24.9% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Electrical Equipment & Parts: -0.54×
    -0.89× Q1'26: -2.03× (vs Q1'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (2.57) × ERP
WACC = 72% × Ke + 28% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 4.43
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
6 Rev. Ana.
5 EPS Ana.
Dec 2027
6 Rev. Ana.
4 EPS Ana.
Dec 2028
5 Rev. Ana.
3 EPS Ana.
Dec 2029
2 Rev. Ana.
1 EPS Ana.
Dec 2030
2 Rev. Ana.
Revenue
219.0K
est: 1.75M (-87.5%)
4.60M
est: 4.78M (-3.7%)
17.92M
est: 18.65M (-3.9%)
16.38M
est: 14.79M (+10.7%)
15.61M
est: 14.78M (+5.6%)
114.20M
est: 149.95M (-23.8%)
304.25M
273.09M – 339.34M
+102.9% YoY
612.28M
456.49M – 830.18M
+101.2% YoY
1.15B
1.14B – 1.17B
+88.2% YoY
1.36B
1.07B – 1.80B
+18.3% YoY
1.32B
1.04B – 1.75B
-3.1% YoY
EBITDA
-45.26M
est: -1.75M (-2,486.5%)
-115.48M
est: -84.08M (-37.3%)
-207.60M
est: -90.48M (-129.4%)
-136.07M
est: -14.79M (-819.8%)
-158.22M
est: -14.78M (-970.7%)
-940.22M
est: -149.95M (-527.0%)
-304.25M
-339.34M – -273.09M
-102.9% YoY
-612.28M
-830.18M – -456.49M
-101.2% YoY
-1.15B
-1.17B – -1.14B
-88.2% YoY
-1.36B
-1.80B – -1.07B
-18.3% YoY
-1.32B
-1.75B – -1.04B
+3.1% YoY
EBIT
-46.82M
est: -1.75M (-2,575.5%)
-119.02M
est: -109.94M (-8.3%)
-214.41M
est: -124.62M (-72.0%)
-145.78M
est: -14.79M (-885.5%)
-166.07M
est: -14.78M (-1,023.8%)
-956.29M
est: -149.95M (-537.7%)
-304.25M
-339.34M – -273.09M
-102.9% YoY
-612.28M
-830.18M – -456.49M
-101.2% YoY
-1.15B
-1.17B – -1.14B
-88.2% YoY
-1.36B
-1.80B – -1.07B
-18.3% YoY
-1.32B
-1.75B – -1.04B
+3.1% YoY
Net Income
-70.64M
est: -134.65M (+47.5%)
-124.22M
est: -74.17M (-67.5%)
-229.81M
est: -330.57M (+30.5%)
-229.51M
est: -194.47M (-18.0%)
-685.87M
est: -643.66M (-6.6%)
-969.65M
est: -1.53B (+36.5%)
-194.56M
-300.97M – -105.25M
+87.3% YoY
-13.47M
-33.67M – 25.90M
+93.1% YoY
210.04M
35.27M – 319.64M
+1,659.0% YoY
46.95M
33.79M – 66.62M
-77.6% YoY
— – —
-100.0% YoY
SGA
17.62M
est: 31.43M (-43.9%)
43.00M
est: 85.77M (-49.9%)
est: 334.94M (-100.0%)
est: 29.87M (-100.0%)
est: 29.84M (-100.0%)
85.11M
est: 302.81M (-71.9%)
614.39M
551.46M – 685.24M
+102.9% YoY
1.24B
921.81M – 1.68B
+101.2% YoY
2.33B
2.30B – 2.36B
+88.2% YoY
2.75B
2.16B – 3.64B
+18.3% YoY
2.67B
2.09B – 3.53B
-3.1% YoY
EPS
-1.37
est: -0.64 (-115.7%)
-2.71
est: -2.18 (-24.5%)
-3.68
est: -3.68 (+0.1%)
-1.81
est: -0.70 (-159.6%)
-4.55
est: -2.46 (-84.7%)
-6.69
est: -5.86 (-14.2%)
-0.64
-1.15 – -0.40
+89.1% YoY
-0.07
-0.13 – 0.10
+89.1% YoY
0.57
0.14 – 1.23
+920.1% YoY
0.18
0.13 – 0.26
-68.4% YoY
— – —
-100.0% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-16 JP Morgan Neutral Neutral Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-11 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-08 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-07 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-06 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-05 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-04 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-01 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-30 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-29 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-28 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-27 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-24 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-23 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-22 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-21 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-20 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-17 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-16 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-99.33M
OE per share TTM
-0.35
Owner's Yield
-4.70%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
168.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
109
Total invested
50.19M
Insider transactions (90d)
0
Beneficial owners (>5%)
44
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 CCM Denali Equity Holdings GP, LLC 43.28M 16.70% 43.28M 43.28M OO 2024-06-28
2 CCM Denali Equity Holdings, LP 43.28M 16.70% 43.28M 43.28M PN 2024-06-28
3 Cerberus Capital Management II, L.P. 43.28M 16.70% 43.28M 43.28M IA, PN 2024-06-28
4 CVI Investments, Inc. 8.00M 7.00% 8.00M 8.00M CO Cayman Islands 2023-04-21
5 Heights Capital Management, Inc. 8.00M 7.00% 8.00M 8.00M CO Cayman Islands 2023-04-21
6 Koch Industries, Inc. 7.68M 13.00% 7.68M 7.68M CO Delaware 2022-05-03
7 Wood River Capital, LLC 7.68M 13.00% 7.68M 7.68M OO Delaware 2022-05-03
8 SCC Holdings, LLC 7.54M 13.30% 7.54M 7.54M OO Delaware 2021-07-16
9 R. Riley 6.65M 12.30% 50.0K 6.60M 50.0K 6.60M IN States of America 2021-08-31
10 Riley Financial, Inc. 6.60M 12.20% 6.60M 6.60M HC Delaware 2021-08-31
11 YA II PN, Ltd. 5.94M 9.99% 5.94M 5.94M OO cAYMAN ISLANDS 2022-05-03
12 Riley Principal Investments, LLC 4.20M 7.80% 4.20M 4.20M OO Delaware 2021-08-31
13 Riley Principal Sponsor Co. II, LLC 4.20M 7.80% 4.20M 4.20M OO Delaware 2021-08-31
14 Bryant R. Riley 3.97M 6.60% 26.9K 3.94M 26.9K 3.94M IN United States of America 2022-08-04
15 B. Riley Financial, Inc. 3.94M 6.60% 3.94M 3.94M HC Delaware 2022-08-04
16 BRF Investments, LLC 3.94M 6.60% 3.94M 3.94M OO Delaware 2022-08-04
17 Partners, LLC 3.18M 5.30% 3.18M 3.18M IA Delaware 2022-09-30
18 Shaver 3.18M 5.30% 3.18M 3.18M IN Delaware 2022-09-30
19 Steven A. Cohen 3.04M 4.00% 3.04M 3.04M IN Delaware 2022-09-13
20 Point72 Asset Management, L.P. 3.04M 4.00% 3.04M 3.04M PN Delaware 2022-09-13
21 Point72 Capital Advisors, Inc. 3.04M 4.00% 3.04M 3.04M CO Delaware 2022-09-13
22 GO UCITS ETF SOLUTIONS PLC 2.90M 5.40% 2.90M FI 2022-02-14
23 98-0557567 2.76M 5.10% 2.75M 2.76M IA, HC Bermuda 2022-02-14
24 Craig A. Huff 2.53M 5.00% 2.53M IN United States of America 2021-02-16
25 Daniel H. Stern 2.53M 5.00% 2.53M 2.53M IN United States of America 2021-02-16
26 RCGM, LLC 2.53M 5.00% 2.53M 2.53M IA, CO Delaware 2021-02-16
27 Reservoir Capital Group, L.L.C. 2.53M 5.00% 2.53M 2.53M PN Delaware 2021-02-16
28 Investments, LLC 2.17M 4.00% 2.17M 2.17M OO Delaware 2021-08-31
29 LLC 1.90M 3.20% 1.90M 1.90M CO Delaware 2022-09-30
30 Master Fund, L.P. 1.90M 3.20% 1.90M 1.90M PN Delaware 2022-09-30
31 Infrastructure GP, LLC 1.19M 2.00% 1.19M 1.19M CO Delaware 2022-09-30
32 Infrastructure Master Fund L.P. 1.19M 2.00% 1.19M 1.19M PN Delaware 2022-09-30
33 Partners Management GP, LLC 240.5K 0.40% 240.5K 240.5K OO Delaware 2021-08-31
34 Partners Opportunity Fund, L.P. 240.5K 0.40% 240.5K 240.5K PN Delaware 2021-08-31
35 Riley Capital Management, LLC 240.5K 0.40% 240.5K 240.5K IA York 2021-08-31
36 Cubist Systematic Strategies, LLC 19.00 4.00% 19.00 19.00 OO Delaware 2022-09-13
37 BASSO CAPITAL MANAGEMENT, L.P. 0.00% IA, PN Delaware 2021-02-12
38 BASSO GP, LLC 0.00% HC, OO Delaware 2021-02-12
39 BASSO MANAGEMENT, LLC 0.00% OO Delaware 2021-02-12
40 BASSO SPAC FUND LLC 0.00% OO Delaware 2021-02-12
41 LEGAL & GENERAL INVESTMENT MANAGEMENT LIMITED 0.00% FI 2023-02-14
42 LGIM MANAGERS (EUROPE) LIMITED 0.00% FI 2023-02-14
43 Riley Securities, Inc. 0.00% BD Delaware 2021-08-31
44 Spring Creek Capital, LLC 0.00% OO Delaware 2022-05-03

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
109
-261 vs prev Q
New positions
24
Closed positions
249
Increased
67
Reduced
25
Put/Call ratio
0.00
Calls held
85.6K
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 23.43M +5.0M (+27.2%) 268.47M +58.8M (+28.0%) 8.62% +0.881 pp 0.00% +0.001 pp USD6.79 +68.8% 6 qtrs
2 VANGUARD GROUP INC 18.62M +3.1M (+19.8%) 213.35M +36.4M (+20.6%) 6.85% +0.319 pp 0.00% +0.000 pp USD6.79 +68.8% 21 qtrs
3 DRIEHAUS CAPITAL MANAGEMENT LLC 14.27M +7.7M (+117.4%) 163.54M +88.8M (+118.7%) 5.25% +2.492 pp 1.11% +0.575 pp USD8.23 +39.2% 4 qtrs
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP 9.28M +3.8M (+69.0%) 106.38M +43.8M (+70.0%) 3.42% +1.107 pp 0.01% +0.005 pp USD7.97 +43.8% 21 qtrs
5 STATE STREET CORP 7.69M +443.8K (+6.1%) 88.13M +5.6M (+6.8%) 2.83% -0.217 pp 0.00% +0.000 pp USD6.39 +79.3% 20 qtrs
6 GEODE CAPITAL MANAGEMENT, LLC 7.21M +998.3K (+16.1%) 82.59M +11.9M (+16.8%) 2.65% +0.042 pp 0.01% +0.001 pp USD6.33 +81.0% 21 qtrs
7 RUBRIC CAPITAL MANAGEMENT LP 6.50M -3.8M (-36.9%) 74.49M -42.8M (-36.5%) 2.39% -1.939 pp 0.89% -0.433 pp USD11.39 +0.6% 2 qtrs
8 ELECTRON CAPITAL PARTNERS, LLC 6.12M -472.8K (-7.2%) 70.16M -5.0M (-6.6%) 2.25% -0.520 pp 3.26% -0.145 pp USD2.42 +373.6% 14 qtrs
9 TWO SIGMA INVESTMENTS, LP 5.35M +3.8M (+238.1%) 61.31M +43.3M (+240.2%) 1.97% +1.304 pp 0.09% +0.060 pp USD10.18 +12.6% 4 qtrs
10 STIFEL FINANCIAL CORP 4.24M -388.4K (-8.4%) 48.54M -4.1M (-7.8%) 1.56% -0.386 pp 0.04% -0.004 pp USD1.77 +547.5% 13 qtrs
11 MORGAN STANLEY 3.27M -1.0M (-24.0%) 37.47M -11.5M (-23.5%) 1.20% -0.605 pp 0.00% -0.001 pp USD4.70 +143.8% 21 qtrs
12 TWO SIGMA ADVISERS, LP 3.21M +3.2M (+100.0%) 36.81M +36.8M (+100.0%) 1.18% +1.183 pp 0.07% +0.072 pp USD11.46 +0.0% 1 qtrs NEW
13 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.46M +300.6K (+13.9%) 28.22M +3.6M (+14.6%) 0.91% -0.003 pp 0.00% +0.001 pp USD9.63 +19.0% 20 qtrs
14 CITADEL ADVISORS LLC 2.46M -320.9K (-11.5%) 28.21M -3.5M (-11.0%) 0.91% -0.264 pp 0.00% -0.001 pp USD7.58 +51.2% 16 qtrs
15 WALLEYE TRADING LLC 2.45M +683.6K (+38.7%) 28.07M +8.0M (+39.6%) 0.90% +0.159 pp 0.04% +0.010 pp USD7.21 +58.9% 11 qtrs
16 NORTHERN TRUST CORP 2.36M +260.8K (+12.4%) 27.04M +3.1M (+13.1%) 0.87% -0.014 pp 0.00% +0.000 pp USD6.34 +80.8% 20 qtrs
17 SIMPLEX TRADING, LLC 2.25M +1.0M (+86.8%) 25.77M +12.1M (+88.0%) 0.83% +0.322 pp 0.01% +0.008 pp USD8.14 +40.8% 7 qtrs
18 CAPTION MANAGEMENT, LLC 2.08M +246.2K (+13.4%) 23.83M +2.9M (+14.1%) 0.77% -0.006 pp 0.16% +0.001 pp USD6.87 +66.8% 10 qtrs
19 HRT FINANCIAL LP 1.97M +1.4M (+246.7%) 22.62M +16.1M (+248.8%) 0.73% +0.487 pp 0.07% +0.048 pp USD11.44 +0.2% 2 qtrs
20 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 1.95M +1.9M (+100.0%) 22.33M +22.3M (+100.0%) 0.72% +0.717 pp 0.22% +0.218 pp USD11.46 +0.0% 1 qtrs NEW
21 JANE STREET GROUP, LLC 1.92M +1.2M (+163.1%) 22.03M +13.7M (+164.8%) 0.71% +0.400 pp 0.00% +0.002 pp USD11.43 +0.3% 15 qtrs
22 NEWEDGE ADVISORS, LLC 1.87M -279.7K (-13.0%) 21.03M -3.4M (-13.9%) 0.69% -0.216 pp 0.08% -0.035 pp USD2.96 +287.2% 13 qtrs
23 GRAHAM CAPITAL MANAGEMENT, L.P. 1.79M +1.8M (+100.0%) 20.53M +20.5M (+100.0%) 0.66% +0.660 pp 0.49% +0.491 pp USD11.46 +0.0% 1 qtrs NEW
24 FMR LLC 1.68M +1.5M (+772.2%) 19.20M +17.0M (+777.5%) 0.62% +0.536 pp 0.00% +0.001 pp USD11.12 +3.1% 16 qtrs
25 AROSA CAPITAL MANAGEMENT LP 1.65M +1.3M (+312.5%) 18.91M +14.4M (+315.0%) 0.61% +0.439 pp 2.38% +1.377 pp USD11.44 +0.2% 2 qtrs
26 FIRST TRUST ADVISORS LP 1.48M -381.9K (-20.5%) 16.99M -4.2M (-20.0%) 0.55% -0.238 pp 0.01% -0.004 pp USD7.35 +55.9% 6 qtrs
27 BARCLAYS PLC 1.41M +1.4M (+16,639.0%) 16.14M +16.1M (+64,487.8%) 0.52% +0.515 pp 0.00% +0.004 pp USD11.42 +0.4% 16 qtrs
28 GROUP ONE TRADING, L.P. 1.26M -139.0K (-10.0%) 14.40M -1.5M (-9.4%) 0.46% -0.124 pp 0.03% -0.003 pp USD3.29 +248.3% 17 qtrs
29 MILLENNIUM MANAGEMENT LLC 1.24M +695.1K (+126.8%) 14.25M +8.0M (+128.2%) 0.46% +0.227 pp 0.01% +0.003 pp USD7.44 +54.0% 21 qtrs
30 GOLDMAN SACHS GROUP INC 1.21M -1.6M (-57.1%) 13.87M -18.3M (-56.9%) 0.45% -0.742 pp 0.00% -0.002 pp USD4.09 +180.2% 20 qtrs
31 BARINGS LLC 1.20M +— (+0.0%) 13.80M +84.3K (+0.6%) 0.44% -0.063 pp 0.25% -0.007 pp USD9.01 +27.2% 19 qtrs
32 INVESCO LTD. 1.18M +85.7K (+7.8%) 13.56M +1.1M (+8.5%) 0.44% -0.026 pp 0.00% +0.000 pp USD3.58 +220.1% 11 qtrs
33 D. E. SHAW & CO., INC. 1.15M +105.0K (+10.1%) 13.16M +1.3M (+10.7%) 0.42% -0.016 pp 0.01% +0.001 pp USD11.40 +0.5% 2 qtrs
34 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 1.14M +1.1M (+100.0%) 13.02M +13.0M (+100.0%) 0.42% +0.418 pp 0.01% +0.015 pp USD11.46 +0.0% 3 qtrs
35 JUMP FINANCIAL, LLC 1.10M +1.1M (+100.0%) 12.64M +12.6M (+100.0%) 0.41% +0.406 pp 0.16% +0.155 pp USD11.46 +0.0% 3 qtrs
36 LEGAL & GENERAL GROUP PLC 1.07M -1.2M (-52.8%) 12.28M -13.6M (-52.5%) 0.39% -0.560 pp 0.00% -0.003 pp USD4.94 +132.0% 11 qtrs
37 BAKER AVENUE ASSET MANAGEMENT, LP 1.01M +1.0M (+100.0%) 11.54M +11.5M (+100.0%) 0.37% +0.371 pp 0.27% +0.266 pp USD11.46 +0.0% 1 qtrs NEW
38 ZWEIG-DIMENNA ASSOCIATES LLC 994.0K -27.0K (-2.6%) 11.39M -238.1K (-2.0%) 0.37% -0.064 pp 0.71% -0.107 pp USD11.39 +0.6% 2 qtrs
39 PRICE T ROWE ASSOCIATES INC /MD/ 979.7K -1.3M (-56.4%) 11.23M -14.4M (-56.1%) 0.36% -0.585 pp 0.00% -0.002 pp USD11.08 +3.4% 3 qtrs
40 AMERICAN FINANCIAL GROUP INC 971.9K -9.7K (-1.0%) 11.14M -42.4K (-0.4%) 0.36% -0.055 pp 4.04% -0.271 pp USD5.04 +127.4% 21 qtrs
41 SKAANA MANAGEMENT L.P. 922.1K -185.8K (-16.8%) 10.57M -2.1M (-16.3%) 0.34% -0.127 pp 3.42% -0.097 pp USD5.15 +122.5% 3 qtrs
42 BANK OF NEW YORK MELLON CORP 895.8K +188.1K (+26.6%) 10.27M +2.2M (+27.4%) 0.33% +0.032 pp 0.00% +0.000 pp USD7.41 +54.7% 20 qtrs
43 POLAR CAPITAL HOLDINGS PLC 878.0K +878.0K (+100.0%) 10.06M +10.1M (+100.0%) 0.32% +0.323 pp 0.04% +0.039 pp USD11.46 +0.0% 1 qtrs NEW
44 ROYAL BANK OF CANADA 851.6K -160.0K (-15.8%) 9.76M -1.8M (-15.3%) 0.31% -0.112 pp 0.00% 0.000 pp USD8.19 +39.9% 21 qtrs
45 UBS GROUP AG 847.8K -2.4M (-74.1%) 9.72M -27.6M (-74.0%) 0.31% -1.067 pp 0.00% -0.004 pp USD5.01 +128.7% 21 qtrs
46 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 845.3K +811.9K (+2,431.5%) 9.69M +9.3M (+2,447.0%) 0.31% +0.297 pp 0.02% +0.015 pp USD11.46 +0.0% 2 qtrs
47 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 833.9K -785.2K (-48.5%) 9.50M -8.6M (-47.6%) 0.31% -0.374 pp 0.01% -0.015 pp USD11.39 +0.6% 7 qtrs
48 NUVEEN, LLC 752.2K +188.3K (+33.4%) 8.62M +2.2M (+34.2%) 0.28% +0.040 pp 0.00% +0.001 pp USD7.16 +60.1% 3 qtrs
49 BANK OF AMERICA CORP /DE/ 659.8K -2.4M (-78.5%) 7.56M -27.4M (-78.4%) 0.24% -1.049 pp 0.00% -0.002 pp USD7.08 +61.9% 20 qtrs
50 SWISS NATIONAL BANK 639.0K +155.9K (+32.3%) 7.32M +1.8M (+33.1%) 0.24% +0.032 pp 0.00% +0.001 pp USD6.99 +63.9% 5 qtrs
51 TUDOR INVESTMENT CORP ET AL 623.2K +521.5K (+512.8%) 7.14M +6.0M (+516.5%) 0.23% +0.187 pp 0.01% +0.011 pp USD11.45 +0.1% 2 qtrs
52 DLD ASSET MANAGEMENT, LP 600.0K +600.0K (+100.0%) 6.87M +6.9M (+100.0%) 0.22% +0.221 pp 0.51% +0.508 pp USD11.46 +0.0% 1 qtrs NEW
53 POINT72 ASSET MANAGEMENT, L.P. 597.1K +572.1K (+2,288.4%) 6.84M +6.6M (+2,303.1%) 0.22% +0.209 pp 0.01% +0.007 pp USD11.19 +2.4% 3 qtrs
54 BAIRD FINANCIAL GROUP, INC. 580.8K -184.0K (-24.1%) 6.66M -2.1M (-23.6%) 0.21% -0.108 pp 0.01% -0.004 pp USD1.96 +484.7% 13 qtrs
55 UBS ASSET MANAGEMENT AMERICAS INC 570.1K +81.0K (+16.6%) 6.53M +962.7K (+17.3%) 0.21% +0.004 pp 0.00% +0.000 pp USD5.79 +97.9% 5 qtrs
56 IMC-CHICAGO, LLC 559.8K +184.4K (+49.1%) 6.42M +2.1M (+50.0%) 0.21% +0.048 pp 0.00% +0.001 pp USD8.94 +28.2% 4 qtrs
57 ARDSLEY ADVISORY PARTNERS LP 555.0K -1.0M (-65.3%) 6.36M -11.8M (-64.9%) 0.20% -0.469 pp 0.70% -1.546 pp USD11.39 +0.6% 2 qtrs
58 DNB ASSET MANAGEMENT AS 530.5K -503.6K (-48.7%) 6.08M -5.7M (-48.4%) 0.20% -0.240 pp 0.02% -0.023 pp USD4.76 +140.8% 6 qtrs
59 RAYMOND JAMES FINANCIAL INC 521.2K +259.5K (+99.2%) 5.97M +3.0M (+100.4%) 0.19% +0.082 pp 0.00% +0.001 pp USD11.12 +3.1% 5 qtrs
60 WELLINGTON MANAGEMENT GROUP LLP 506.6K +506.6K (+100.0%) 5.81M +5.8M (+100.0%) 0.19% +0.187 pp 0.00% +0.001 pp USD11.46 +0.0% 1 qtrs NEW
61 LPL FINANCIAL LLC 505.9K +25.2K (+5.2%) 5.80M +322.7K (+5.9%) 0.19% -0.016 pp 0.00% +0.000 pp USD10.45 +9.7% 6 qtrs
62 WELLS FARGO & COMPANY/MN 500.2K +210.6K (+72.7%) 5.73M +2.4M (+73.8%) 0.18% +0.062 pp 0.00% +0.000 pp USD8.29 +38.2% 21 qtrs
63 SHAY CAPITAL LLC 481.0K +206.0K (+74.9%) 5.51M +2.4M (+76.0%) 0.18% +0.061 pp 0.57% +0.298 pp USD10.12 +13.2% 3 qtrs
64 NOKOMIS CAPITAL, L.L.C. 439.8K -35.6K (-7.5%) 5.04M -374.7K (-6.9%) 0.16% -0.038 pp 1.19% -0.248 pp USD5.79 +97.9% 5 qtrs
65 VERITION FUND MANAGEMENT LLC 434.4K -301.6K (-41.0%) 4.98M -3.4M (-40.6%) 0.16% -0.150 pp 0.02% -0.015 pp USD9.04 +26.8% 5 qtrs
66 WALLEYE CAPITAL LLC 433.8K +110.2K (+34.1%) 4.97M +1.3M (+34.9%) 0.16% +0.024 pp 0.02% +0.001 pp USD11.08 +3.4% 5 qtrs
67 WILEY BROS.-AINTREE CAPITAL, LLC 429.2K -29.8K (-6.5%) 4.92M -309.4K (-5.9%) 0.16% -0.035 pp 0.03% -0.008 pp USD2.03 +464.5% 11 qtrs
68 PRIVATE ADVISOR GROUP, LLC 411.9K +411.9K (+100.0%) 4.72M +4.7M (+100.0%) 0.15% +0.152 pp 0.02% +0.022 pp USD11.46 +0.0% 1 qtrs NEW
69 DAIWA SECURITIES GROUP INC. 400.0K +400.0K (+100.0%) 4.58M +4.6M (+100.0%) 0.15% +0.147 pp 0.01% +0.015 pp USD11.46 +0.0% 1 qtrs NEW
70 BANK OF MONTREAL /CAN/ 400.0K +— (+0.0%) 4.58M +28.0K (+0.6%) 0.15% -0.021 pp 0.00% 0.000 pp USD11.39 +0.6% 2 qtrs
71 CAPITAL FUND MANAGEMENT S.A. 392.3K +232.7K (+145.8%) 4.50M +2.7M (+147.3%) 0.14% +0.077 pp 0.01% +0.008 pp USD11.43 +0.3% 2 qtrs
72 LAUER WEALTH, LLC 320.1K -6.3K (-1.9%) 4.49M -1.5M (-24.8%) 0.12% -0.020 pp 3.33% -0.932 pp USD5.03 +127.8% 4 qtrs
73 EXODUSPOINT CAPITAL MANAGEMENT, LP 381.8K +381.8K (+100.0%) 4.38M +4.4M (+100.0%) 0.14% +0.141 pp 0.03% +0.034 pp USD11.46 +0.0% 1 qtrs NEW
74 PARK AVENUE SECURITIES LLC 375.9K +375.9K (+100.0%) 4.31M +4.3M (+100.0%) 0.14% +0.138 pp 0.04% +0.037 pp USD11.46 +0.0% 1 qtrs NEW
75 ALPS ADVISORS INC 369.0K -46.9K (-11.3%) 4.23M -508.6K (-10.7%) 0.14% -0.039 pp 0.02% -0.002 pp USD3.43 +234.1% 6 qtrs
76 RHUMBLINE ADVISERS 362.3K +6.7K (+1.9%) 4.15M +102.0K (+2.5%) 0.13% -0.016 pp 0.00% +0.000 pp USD5.77 +98.6% 11 qtrs
77 PEAK6 LLC 352.8K -2.3M (-86.5%) 4.04M -25.6M (-86.4%) 0.13% -0.966 pp 0.01% -0.036 pp USD7.49 +53.0% 5 qtrs
78 ENGINEERS GATE MANAGER LP 317.6K -237.2K (-42.8%) 3.64M -2.7M (-42.4%) 0.12% -0.116 pp 0.04% -0.029 pp USD5.12 +123.8% 3 qtrs
79 ALLIANCEBERNSTEIN L.P. 313.9K -63.9K (-16.9%) 3.60M -705.8K (-16.4%) 0.12% -0.043 pp 0.00% 0.000 pp USD7.63 +50.2% 3 qtrs
80 ALGERT GLOBAL LLC 313.4K +159.1K (+103.1%) 3.59M +1.8M (+104.4%) 0.12% +0.051 pp 0.06% +0.027 pp USD11.43 +0.3% 2 qtrs
81 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 310.9K +74.8K (+31.7%) 3.56M +873.2K (+32.5%) 0.11% +0.015 pp 0.00% +0.001 pp USD7.20 +59.2% 5 qtrs
82 JPMORGAN CHASE & CO 295.4K -835.6K (-73.9%) 3.39M -9.5M (-73.7%) 0.11% -0.367 pp 0.00% -0.001 pp USD5.12 +123.8% 3 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 106 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 State Street SPDR S&P Kensho Clean Power ETF CNRG 2.06% 4.54M 0.45%
2 Global X Battery Tech & Lithium ETF ACDC.AX 1.87% 8.44M 0.69%
3 ALPS Clean Energy ETF ACES 1.84% 2.19M 0.55%
4 Global X - CleanTech ETF CTEC 1.30% 335.8K 0.50%
5 First Trust Nasdaq Clean Edge Green Energy UCITS ETF QCLU.L 0.97% 497.3K 0.60%
6 Invesco WilderHill Clean Energy ETF PBW 0.93% 4.04M 0.64%
7 Invesco Global Clean Energy UCITS ETF GCED.L 0.57% 787.9K 0.60%
8 Invesco Global Clean Energy UCITS ETF GCLE.L 0.57% 787.9K 0.60%
9 Invesco Global Clean Energy ETF PBD 0.57% 1.11M 0.75%
10 First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN 0.49% 3.50M 0.59%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.50
Neutral
Ratio by volume
1.09
Neutral
Buys
6
Sells
4
Shares acquired
298.5K
Shares disposed
275.0K
Cash buys
4.00
Cash sales
2.00
Net activity
+23,483
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-24 Fick Nathaniel Director 0 0.00 0
2026-03-09 Urban David Director P-Purchase A Common Stock 16,250 6.16 100.1K 62,471 D
2026-03-04 Mastrangelo Joe Director / Officer P-Purchase A Common Stock 23,900 6.58 157.3K 1,487,126 D
2026-03-02 Mastrangelo Joe Director / Officer P-Purchase A Common Stock 60,000 5.75 345.0K 1,463,226 D
2026-03-02 DIMITRIEF ALEXANDER Director P-Purchase A Common Stock 15,000 6.04 90.6K 235,221 D
2026-01-26 Kroeker Nathan Officer S-Sale D Common Stock 50,000 16.04 802.0K 662,512 D
2026-01-23 Silberman Michael W Officer S-Sale D Common Stock 41,667 17.74 739.2K 283,279 D
2026-01-23 Kroeker Nathan Officer M-Exempt D Restricted Stock Units 100,000 0.00 0 D
2026-01-22 Silberman Michael W Officer M-Exempt A Common Stock 83,334 0.00 324,946 D
2025-12-22 Walters Marian Director A-Award A Restricted Stock Units 1,782 0.00 1,782 D
2025-12-22 Nigro Joseph Director A-Award A Restricted Stock Units 3,565 0.00 3,565 D
2025-12-08 Stidolph Russell Monoki Director M-Exempt A Common Stock 145,018 1.18 171.1K 509,373 D
2025-12-05 Stidolph Russell Monoki Director G-Gift D Common Stock 60,000 0.00 379,355 D
2025-12-05 DIMITRIEF ALEXANDER Director M-Exempt A Common Stock 18,473 14.43 266.6K 237,925 D
2025-12-05 Bornstein Jeffrey S Director S-Sale D Common Stock 32,328 15.05 486.5K 115,759 D
2025-12-04 Walters Marian Director M-Exempt D Stock Option (Right to Buy) 18,473 14.43 266.6K 0 D
2025-12-04 McNeil Jeff Director G-Gift D Common Stock 16,000 0.00 99,179 D
2025-12-04 Bornstein Jeffrey S Director S-Sale D Common Stock 8,000 15.75 126.0K 0 I
2025-12-02 Buczkowski Michelle Officer A-Award A Restricted Stock Units 234,742 0.00 234,742 D
2025-11-03 Buczkowski Michelle Officer Common Stock 0 0.00 47,773 D
2025-09-08 Puri Sumeet Officer S-Sale D Common Stock 20,501 6.98 143.1K 184,290 D
2025-09-05 Puri Sumeet Officer M-Exempt D Restricted Stock Units 68,334 0.00 68,333 D
2025-09-03 Walters Marian Director S-Sale D Common Stock 50,000 7.90 395.0K 133,794 D
2025-08-04 DIMITRIEF ALEXANDER Director S-Sale D Common Stock 45,000 6.00 270.0K 219,452 D
2025-07-29 Silberman Michael W Officer S-Sale D Common Stock 65,625 5.94 389.8K 241,612 D
2025-07-29 Puri Sumeet Officer S-Sale D Common Stock 17,500 5.94 104.0K 136,457 D
2025-07-29 Mastrangelo Joe Director / Officer S-Sale D Common Stock 166,667 5.94 990.0K 1,403,226 D
2025-07-29 Kroeker Nathan Officer S-Sale D Common Stock 99,375 5.94 590.3K 612,512 D
2025-07-25 Silberman Michael W Officer M-Exempt A Common Stock 145,833 0.00 307,237 D
2025-07-25 Puri Sumeet Officer M-Exempt A Common Stock 58,333 0.00 153,957 D
2025-07-25 Mastrangelo Joe Director / Officer M-Exempt D Restricted Stock Units 333,333 0.00 666,667 D
2025-07-25 Kroeker Nathan Officer M-Exempt D Restricted Stock Units 220,833 0.00 441,667 D
2025-07-08 Mastrangelo Joe Director / Officer S-Sale D Common Stock 127,152 4.92 625.6K 1,236,560 D
2025-07-08 Kroeker Nathan Officer S-Sale D Common Stock 47,254 4.92 232.5K 491,054 D
2025-07-07 Kroeker Nathan Officer S-Sale D Common Stock 24,124 5.21 125.7K 538,308 D
2025-07-05 Mastrangelo Joe Director / Officer M-Exempt A Common Stock 254,303 0.00 1,363,712 D
2025-07-05 Kroeker Nathan Officer M-Exempt A Common Stock 105,008 0.00 562,432 D
2025-07-03 Kroeker Nathan Officer M-Exempt D Restricted Stock Units 53,609 0.00 53,610 D
2025-06-26 Silberman Michael W Officer A-Award A Restricted Stock Units 89,987 0.00 89,987 D
2025-06-26 Puri Sumeet Officer A-Award A Restricted Stock Units 52,934 0.00 52,934 D
2025-06-26 Mastrangelo Joe Director / Officer A-Award A Restricted Stock Units 391,710 0.00 391,710 D
2025-06-26 Kroeker Nathan Officer A-Award A Restricted Stock Units 211,735 0.00 211,735 D
2025-05-19 Walters Marian Director A-Award A Restricted Stock Units 23,111 0.00 23,111 D
2025-05-19 Urban David Director A-Award A Restricted Stock Units 23,111 0.00 23,111 D
2025-05-19 Stidolph Russell Monoki Director A-Award A Restricted Stock Units 30,815 0.00 30,815 D
2025-05-19 Nixon Gregory S. Director A-Award A Restricted Stock Units 23,111 0.00 23,111 D
2025-05-19 McNeil Jeff Director A-Award A Restricted Stock Units 23,111 0.00 23,111 D
2025-05-19 Demby Claude Director A-Award A Restricted Stock Units 23,111 0.00 23,111 D
2025-05-19 DIMITRIEF ALEXANDER Director A-Award A Restricted Stock Units 26,963 0.00 26,963 D
2025-05-19 Bornstein Jeffrey S Director A-Award A Restricted Stock Units 30,815 0.00 30,815 D
2025-05-16 Silberman Michael W Officer S-Sale D Common Stock 100,943 6.86 692.5K 161,404 D
2025-05-16 Puri Sumeet Officer S-Sale D Common Stock 36,173 6.86 248.1K 95,624 D
2025-05-16 Mastrangelo Joe Director / Officer S-Sale D Common Stock 270,384 6.86 1.85M 1,109,409 D
2025-05-16 Kroeker Nathan Officer S-Sale D Common Stock 152,856 6.86 1.05M 403,815 D
2025-05-14 Walters Marian Director M-Exempt D Restricted Stock Units 78,947 0.00 0 D
2025-05-14 Urban David Director M-Exempt A Common Stock 46,221 0.00 46,221 D
2025-05-14 Stidolph Russell Monoki Director D-Return D Common Stock 42,105 6.94 292.2K 364,355 D
2025-05-14 Nigro Joseph Director M-Exempt D Restricted Stock Units 35,385 0.00 0 D
2025-05-14 McNeil Jeff Director M-Exempt D Restricted Stock Units 78,947 0.00 0 D
2025-05-14 Demby Claude Director D-Return D Common Stock 31,579 6.94 219.2K 141,708 D
2025-05-14 DIMITRIEF ALEXANDER Director M-Exempt D Restricted Stock Units 92,105 0.00 0 D
2025-05-14 Bornstein Jeffrey S Director D-Return D Common Stock 42,105 6.94 292.2K 148,087 D
2025-05-08 Silberman Michael W Officer M-Exempt A Common Stock 205,625 0.00 262,347 D
2025-05-08 Puri Sumeet Officer M-Exempt D Performance-Based Restricted Stock Units 82,250 0.00 0 D
2025-05-08 Mastrangelo Joe Director / Officer M-Exempt D Performance-Based Restricted Stock Units 470,000 0.00 0 D
2025-05-08 Kroeker Nathan Officer A-Award A Performance-Based Restricted Stock Units 311,375 0.00 311,375 D
2025-03-26 Nigro Joseph Director 0 0.00 0
2025-03-05 Javidi Eric M Officer A-Award A Restricted Stock Units 454,594 0.00 454,594 D
2025-01-23 Kroeker Nathan Officer M-Exempt D Restricted Stock Units 100,000 0.00 100,000 D
2025-01-23 Cerberus Capital Management II, L.P. Director / 10% Owner A-Award A Series B-4 Non-Voting Convertible Preferred Stock 16 0.00 16 I
2025-01-22 Silberman Michael W Officer M-Exempt D Restricted Stock Units 83,333 0.00 166,667 D
2024-12-16 Urban David Director A-Award A Restricted Stock Units 46,221 0.00 46,221 D
2024-10-31 Cerberus Capital Management II, L.P. Director / 10% Owner A-Award A Series B-3 Non-Voting Convertible Preferred Stock 38 0.00 38 I
2024-09-12 Cerberus Capital Management II, L.P. Director / 10% Owner M-Exempt A Series B-1 Non-Voting Convertible Preferred Stock 32 0.00 32
2024-09-12 Bornstein Jeffrey S Director S-Sale D Common Stock 132,720 2.63 349.1K 7,999
2024-09-10 Cerberus Capital Management II, L.P. Director / 10% Owner A-Award A Series A-1 Non-Voting Non-Convertible Preferred Stock 59 0.00 59
2024-09-05 Puri Sumeet Officer F-InKind D Common Stock 18,786 2.33 43.8K 49,547
2024-08-29 Cerberus Capital Management II, L.P. Director / 10% Owner A-Award A Series A-2 Non-Voting Non-Convertible Preferred Stock 7 0.00 0.00 7
2024-08-16 DIMITRIEF ALEXANDER Director P-Purchase A Common Stock 2,000 1.91 3.8K 172,347
2024-08-15 DIMITRIEF ALEXANDER Director P-Purchase A Common Stock 1,000 1.87 1.9K 170,347
2024-08-13 DIMITRIEF ALEXANDER Director P-Purchase A Common Stock 2,000 1.68 3.4K 169,347
2024-08-09 Mastrangelo Joe Director / Officer P-Purchase A Common Stock 52,800 1.43 75.5K 909,793
2024-07-25 Walters Marian Director A-Award A Restricted Stock Units 78,947 0.00 78,947
2024-07-25 Stidolph Russell Monoki Director A-Award A Restricted Stock Units 105,263 0.00 105,263
2024-07-25 Silberman Michael W Officer A-Award A Restricted Stock Units 437,500 0.00 437,500
2024-07-25 Puri Sumeet Officer A-Award A Restricted Stock Units 175,000 0.00 175,000
2024-07-25 McNeil Jeff Director A-Award A Restricted Stock Units 78,947 0.00 78,947
2024-07-25 Mastrangelo Joe Director / Officer A-Award A Restricted Stock Units 1,000,000 0.00 1,000,000
2024-07-25 Kroeker Nathan Officer A-Award A Restricted Stock Units 662,500 0.00 662,500
2024-07-25 Demby Claude Director A-Award A Restricted Stock Units 78,947 0.00 78,947
2024-07-25 DIMITRIEF ALEXANDER Director A-Award A Restricted Stock Units 92,105 0.00 92,105
2024-07-25 Bornstein Jeffrey S Director A-Award A Restricted Stock Units 105,263 0.00 105,263
2024-07-24 Nixon Gregory S. 0 0.00 0
2024-07-05 Mastrangelo Joe Director / Officer M-Exempt A Common Stock 254,304 0.00 972,676
2024-07-05 Kroeker Nathan Officer M-Exempt A Common Stock 105,008 0.00 227,132
2024-07-03 Kroeker Nathan Officer F-InKind D Common Stock 21,096 1.77 37.3K 122,124
2024-06-21 Robinson Nicholas P 0 0.00 0
2024-06-21 Cerberus Capital Management II, L.P. Director / 10% Owner I Series A-1 Non-Voting Non-Convertible Preferred Stock 0 0.00 59
2024-04-30 Zibelman Audrey Ann Director M-Exempt D Restricted Stock Units 32,328 0.00 0
2024-04-30 Walters Marian Director M-Exempt A Common Stock 32,328 0.00 104,847
2024-04-30 Stidolph Russell Monoki Director M-Exempt A Common Stock 32,328 0.00 301,197
2024-04-30 McNeil Jeff Director M-Exempt D Restricted Stock Units 36,232 0.00 0
2024-04-30 Demby Claude Director M-Exempt A Common Stock 32,328 0.00 94,340
2024-04-30 DIMITRIEF ALEXANDER Director M-Exempt D Restricted Stock Units 32,328 0.00 0
2024-04-30 Bornstein Jeffrey S Director M-Exempt D Restricted Stock Units 32,328 0.00 0
2024-03-08 DIMITRIEF ALEXANDER Director P-Purchase A Common Stock 5,000 1.13 5.6K 10,000
2024-01-31 Silberman Michael W Officer D Restricted Stock Units 250,000 0.00 0
2024-01-27 Berube Melissa Officer M-Exempt A Common Stock 129,657 0.00 253,068
2024-01-23 Kroeker Nathan Officer F-InKind D Common Stock 44,650 1.08 48.2K 89,610
2024-01-03 Mastrangelo Joe Director / Officer M-Exempt D Restricted Stock Units 250,000 0.00 0
2023-10-30 Kroeker Nathan Officer M-Exempt A Common Stock 40,000 0.00 44,000
2023-10-06 McNeil Jeff Director A-Award A Stock Option (Right to Buy) 82,452 2.07 170.7K 82,452
2023-09-21 Mastrangelo Joe Director / Officer P-Purchase A Common Stock 36,500 2.05 74.8K 590,799
2023-09-07 Demby Claude Director S-Sale D Common Stock 20,143 2.78 56.0K 62,012
2023-09-05 Puri Sumeet Officer A-Award A Restricted Stock Units 205,000 0.00 205,000
2023-08-31 Kroeker Nathan Officer A-Award A Restricted Stock Units 40,000 0.00 40,000
2023-08-31 Berube Melissa Officer A-Award A Stock Option (Right to Buy) 100,000 1.34 134.0K 200,000
2023-07-28 Mastrangelo Joe Director / Officer P-Purchase A Common Stock 31,199 2.23 69.6K 554,299
2023-07-28 Kroeker Nathan Officer P-Purchase A Common Stock 4,000 2.15 8.6K 4,000
2023-07-28 DIMITRIEF ALEXANDER Director P-Purchase A Common Stock 5,000 2.13 10.6K 5,000
2023-07-05 Mastrangelo Joe Director / Officer A-Award A Restricted Stock Units 762,911 0.00 762,911
2023-07-05 Kroeker Nathan Officer A-Award A Restricted Stock Units 315,024 0.00 315,024
2023-07-05 Berube Melissa Officer A-Award A Restricted Stock Units 129,657 0.00 129,657
2023-07-03 Kroeker Nathan Officer A-Award A Restricted Stock Units 160,829 0.00 160,829
2023-06-15 Berube Melissa Officer M-Exempt D Restricted Stock Units 25,000 0.00 75,000
2023-05-18 Zibelman Audrey Ann Director A-Award A Restricted Stock Units 32,328 0.00 32,328
2023-05-18 Walters Marian Director A-Award A Restricted Stock Units 32,328 0.00 32,328
2023-05-18 Stidolph Russell Monoki Director A-Award A Stock Option (Right to Buy) 120,633 2.32 279.9K 120,633
2023-05-18 Demby Claude Director A-Award A Restricted Stock Units 32,328 0.00 32,328
2023-05-18 DIMITRIEF ALEXANDER Director A-Award A Restricted Stock Units 32,328 0.00 32,328
2023-05-18 Bornstein Jeffrey S Director A-Award A Restricted Stock Units 32,328 0.00 32,328
2023-05-15 Zibelman Audrey Ann Director M-Exempt D Restricted Stock Units 63,559 0.00 0
2023-05-15 Walters Marian Director M-Exempt A Common Stock 63,559 0.00 72,519
2023-05-15 Stidolph Russell Monoki Director M-Exempt D Restricted Stock Units 45,000 0.00 0
2023-05-15 Demby Claude Director M-Exempt A Common Stock 63,559 0.00 82,155
2023-05-15 DIMITRIEF ALEXANDER Director M-Exempt D Restricted Stock Units 22,500 0.00 0
2023-05-15 Bornstein Jeffrey S Director M-Exempt D Restricted Stock Units 52,601 0.00 0
2023-02-28 Wood River Capital, LLC 0 0.00 0
2023-02-14 Tedone John J Officer M-Exempt D Restricted Stock Units 16,667 0.00 33,333
2023-02-09 Berube Melissa Officer M-Exempt D Restricted Stock Units 25,000 0.00 100,000
2023-01-23 Kroeker Nathan Officer 0 0.00 0
2023-01-18 Stidolph Russell Monoki Director P-Purchase A 26.5% Convertible Senior PIK Note 0 2,025,500.00 0
2023-01-11 Gonzales Randall B Officer M-Exempt D Restricted Stock Units 104,493 0.00 208,987
2023-01-06 Tedone John J Officer A-Award A Restricted Stock Units 50,000 0.00 50,000
2023-01-03 Mastrangelo Joe Officer M-Exempt A Common Stock 250,000 0.00 653,727
2022-12-30 Wood River Capital, LLC Director D Common Stock 0 0.00 2,538,261
2022-11-10 Stidolph Russell Monoki Director P-Purchase A Common Stock 79,850 1.24 99.2K 160,310
2022-11-10 Shribman Daniel Director S-Sale D Class A Common Stock 50,000 1.17 58.5K 33,960
2022-11-10 Mastrangelo Joe Officer P-Purchase A Common Stock 65,000 1.15 74.7K 403,727
2022-11-10 Bornstein Jeffrey S Director P-Purchase A Common Stock 20,000 1.30 25.9K 20,000
2022-11-09 Shribman Daniel Director S-Sale D Class A Common Stock 281,750 1.21 341.1K 83,960
2022-11-08 Shribman Daniel Director S-Sale D Class A Common Stock 662,000 1.31 866.2K 365,710
2022-09-07 Stidolph Russell Monoki Director A-Award A Restricted Stock Units 45,000 0.00 45,000
2022-09-07 DIMITRIEF ALEXANDER Director A-Award A Restricted Stock Units 22,500 0.00 22,500
2022-09-07 Bornstein Jeffrey S Director I Common Stock 0 0.00 151,581
2022-08-01 B. Riley Financial, Inc. 10% Owner 0 0.00 0
2022-07-29 Tedone John J Officer A-Award A Stock Option (Right to Buy) 50,000 1.34 67.0K 50,000
2022-07-29 Mastrangelo Joe Officer A-Award A Stock Option (Right to Buy) 200,000 0.00 200,000
2022-07-29 Gonzales Randall B Officer A-Award A Stock Option (Right to Buy) 150,000 0.00 150,000
2022-07-29 Berube Melissa Officer A-Award A Stock Option (Right to Buy) 100,000 0.00 100,000
2022-06-30 Wood River Capital, LLC Director J-Other A 5%/6% Convertible Senior PIK Toggle Notes due 2026 3,087,000 3,087,000.00 9.53T 105,987,000
2022-06-15 Berube Melissa Officer M-Exempt D Restricted Stock Units 25,000 0.00 125,000
2022-05-19 Zibelman Audrey Ann Director A-Award A Restricted Stock Units 63,559 0.00 63,559
2022-05-19 Walters Marian Director A-Award A Stock Option (Right to Buy) 145,018 1.18 171.1K 145,018
2022-05-19 Stidolph Russell Monoki Director A-Award A Restricted Stock Units 63,559 0.00 63,559
2022-05-19 Shribman Daniel Director A-Award A Stock Option (Right to Buy) 145,018 0.00 145,018
2022-05-19 Demby Claude Director A-Award A Restricted Stock Units 63,559 0.00 63,559
2022-05-19 DIMITRIEF ALEXANDER Director A-Award A Stock Option (Right to Buy) 145,018 1.18 171.1K 145,018
2022-05-16 Zibelman Audrey Ann Director M-Exempt A Common Stock 3,762 0.00 9,010
2022-05-16 Walters Marian Director M-Exempt A Common Stock 3,762 0.00 8,960
2022-05-16 Stidolph Russell Monoki Director M-Exempt D Restricted Stock Units 3,762 0.00 0
2022-05-16 Shribman Daniel Director M-Exempt D Restricted Stock Units 3,762 0.00 0
2022-05-16 Demby Claude Director M-Exempt D Restricted Stock Units 5,396 0.00 0
2022-05-16 DIMITRIEF ALEXANDER Director M-Exempt D Restricted Stock Units 3,762 0.00 0
2022-05-12 Stidolph Russell Monoki Director P-Purchase A Common Stock 71,500 1.40 100.0K 76,698
2022-05-12 Shribman Daniel Director P-Purchase A Common Stock 15,000 1.44 21.7K 1,023,948
2022-05-12 Mastrangelo Joe Officer P-Purchase A Common Stock 70,000 1.40 98.0K 338,727
2022-05-12 Gonzales Randall B Officer P-Purchase A Common Stock 70,000 1.45 101.8K 113,700
2022-05-02 Wood River Capital, LLC 10% Owner D Common Stock 0 0.00 2,538,261
2022-05-02 SPRING CREEK CAPITAL LLC Director J-Other D Common Stock 2,538,261 0.00 0
2022-03-03 Zibelman Audrey Ann Director P-Purchase A Common Stock 50 3.69 184.50 5,248
2022-03-03 Walters Marian Director P-Purchase A Common Stock 5,000 3.56 17.8K 5,000
2022-03-03 Shribman Daniel Director P-Purchase A Common Stock 10,000 3.62 36.2K 1,008,948
2022-03-03 Demby Claude Director P-Purchase A Common Stock 13,200 3.79 50.0K 13,200
2022-03-01 Tedone John J Officer P-Purchase A Common Stock 7,000 2.75 19.3K 15,000
2022-03-01 Mastrangelo Joe Officer P-Purchase A Common Stock 35,000 2.88 100.8K 268,727
2022-03-01 Gonzales Randall B Officer P-Purchase A Common Stock 43,500 2.75 119.4K 43,700
2022-03-01 DIMITRIEF ALEXANDER Director P-Purchase A Common Stock 20,000 2.92 58.4K 45,198
2022-03-01 Berube Melissa Officer P-Purchase A Common Stock 2,650 2.67 7.1K 2,650
2022-02-14 Tedone John J Officer D Common Stock 0 0.00 8,000
2022-02-09 Berube Melissa Officer A-Award A Restricted Stock Units 75,000 0.00 150,000
2022-01-11 Gonzales Randall B Officer A-Award A Restricted Stock Units 313,480 0.00 313,480
2022-01-03 Mastrangelo Joe Director / Officer F-InKind D Common Stock 95,819 7.60 728.2K 233,727
2022-01-03 Kurada Sagar Officer M-Exempt D Restricted Stock Units 25,000 0.00 0
2021-12-30 Stidolph Russell Monoki Director J-Other D Common Stock 2,790,292 0.00 2,653,272
2021-12-29 Stidolph Russell Monoki Director J-Other D Common Stock 39,917 0.00 4,429,375
2021-12-20 Kurada Sagar Officer M-Exempt D Restricted Stock Units 75,000 0.00 125,000
2021-11-17 B. Riley Financial, Inc. 10% Owner S-Sale D Class A Common Stock 2,952 11.00 32.5K 5,369,778
2021-11-16 B. Riley Financial, Inc. 10% Owner S-Sale D Class A Common Stock 113,228 11.00 1.25M 5,372,730
2021-11-15 B. Riley Financial, Inc. 10% Owner S-Sale D Class A Common Stock 145,055 10.99 1.59M 5,485,958

Executive team

Top executives
EBIT / Employee
-12.2K
Shares Outstanding
260.74M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Joe Mastrangelo Chief Executive Officer 708.3K 4.01M 139.0K 4.85M 82.55%
2 2025 Michelle Buczkowski Chief Administration Officer 319.9K 90.0K 3.70M 10.3K 4.12M 89.81%
3 2025 Eric Javidi Former Chief Financial Officer 115.4K 5.0K 2.26M 503.8K 2.88M 78.35%
4 2025 Nathan Kroeker Chief Commercial Officer and Interim Chief Financial Officer 470.0K 2.17M 17.6K 2.65M 81.63%
5 2024 Joe Mastrangelo Chief Executive Officer 650.0K 4.21M 415.4K 181.8K 5.45M 77.12%
6 2024 Nathan Kroeker Chief Commercial Officer and Interim Chief Financial Officer 470.0K 2.79M 210.2K 12.3K 3.48M 80.09%
7 2024 Nathan Kroeker Chief Commercial Officer 470.0K 2.79M 210.2K 12.3K 3.48M 80.09%
8 2024 Michael Silberman Chief Legal Officer and Corporate Secretary 318.7K 2.10M 111.8K 11.2K 2.54M 82.64%
9 2023 Joe Mastrangelo Chief Executive Officer 650.0K 3.25M 292.5K 139.6K 4.33M 75.02%
10 2023 Joe Mastrangelo, Chief Executive Officer 650.0K 3.25M 292.5K 129.7K 4.32M 75.19%
11 2023 Nathan Kroeker Chief Commercial Officer 415.4K 2.62M 105.8K 11.1K 3.15M 83.12%
12 2023 Nathan Kroeker Chief Commercial Officer and Interim Chief Financial Officer 415.4K 2.62M 105.8K 11.1K 3.15M 83.12%
13 2023 Nathan Kroeker, Chief Financial Officer 415.4K 2.62M 105.8K 1.2K 3.14M 83.38%
14 2023 Melissa Berube, General Counsel, Chief Compliance Officer and Corp. Secretary 334.8K 552.3K 75.3K 744.00 963.2K 57.35%
15 2022 Randall Gonzales, Chief Financial Officer 453.0K 2.00M 238.1K 56.4K 2.75M 81.46%
16 2022 Joe Mastrangelo, Chief Executive Officer 648.9K 298.6K 162.5K 125.3K 1.24M 24.17%
17 2022 Melissa Berube, General Counsel, Chief Compliance Officer and Corp. Secretary 332.7K 259.5K 158.7K 41.7K 792.6K 52.76%
18 2021 Joe Mastrangelo, Chief Executive Officer 611.5K 15.95M 122.1K 16.68M 95.60%
19 2021 Sagar Kurada, Chief Financial Officer 387.7K 3.49M 3.88M 90.01%
20 2021 Jody Markopoulos, Chief Operating Officer 292.9K 2.18M 2.48M 88.17%
21 2020 Joe Mastrangelo, Chief Executive Officer 357.7K 400.0K 801.7K 5.94M 87.2K 7.59M 88.86%
22 2020 Mack Treece, Chief Strategic Alliances Officer 315.1K 325.0K 119.7K 680.0K 8.7K 1.45M 55.21%
23 2020 Sagar Kurada, Chief Financial Officer 171.2K 450.0K 510.0K 1.13M 45.09%
24 2019 Joe Mastrangelo, Chief Executive Officer 197.8K 100.2K 298.0K 0.00%
25 2019 Mack Treece, Chief Strategic Alliances Officer 230.0K 2.8K 232.8K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-14 DEF 14A
2026-03-31 DEFA14A
2026-03-30 PRE 14A
2025-09-26 DEFA14A
2025-09-02 DEFA14A
2025-09-02 DEF 14A
2025-08-18 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-04-29 SC 13G
2026-04-20 SC 13D/A
2026-04-14 DEF 14A
2026-04-14 ARS
2026-04-09 8-K
2026-04-03 3
2026-03-31 DEFA14A
2026-03-31 8-K
2026-03-30 PRE 14A
2026-03-26 SC 13G/A

Executive team

NameTitleCompensationGender
Joseph R. Mastrangelo Jr. Chief Executive Officer & Director 847.3K male
Nathan G. Kroeker Interim Chief Financial Officer & Chief Commercial Officer 487.6K male
Michael W. Silberman Chief Legal Officer, Chief Compliance Officer & Corporate Secretary 460.8K male
Michelle Buczkowski Chief Administration Officer 420.2K female
John Mahaz Chief Operating Officer male
Justin Vagnozzi Senior Vice President of Global Sales & Sales Operations male
Cristi Thomas Senior Vice President of Projects & Delivery
Sumeet Puri Chief Accounting Officer male
Elizabeth Higley Director of Investor Relations
Erik Todd Executive Vice President of Sales male
Francis Richey Chief Technology Officer male
ESG Rating
B+
ELECTRICAL EQUIPMENT & PARTS
Rank: 5 out of 55
2025
E (Environmental)
72.3 / 67.7
Company / Sector avg.
S (Social)
67.1 / 63.2
Company / Sector avg.
G (Governance)
60.7 / 64.3
Company / Sector avg.
ESG Total
66.7 / 65.0
Company / Sector avg.
ESG Score History ELECTRICAL EQUIPMENT & PARTS
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend history

Earnings history

Earnings reports

Stock splits