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Espey Mfg. & Electronics Corp. (ESP)

USD56.55 -1.63 (-2.80%)
US AMEX Industrials Electrical Equipment & Parts
Address 233 Ballston Avenue 12866-4755
Saratoga Springs, NY, US
CEO David A. O'Neil
Website espey.com
IPO 1980-03-17
CIK 33533 ISIN US2966501049

Explore sections of this company profile

Description

Espey Mfg. & Electronics Corp. manufactures and sells electronic equipment primarily for military and industrial applications in the United States and internationally. Its principal products include power supplies, power converters, filters, power transformers, magnetic components, power distribution equipment, UPS systems, and antennas for use in AC and DC locomotives, shipboard power and radar, airborne power, ground-based radar, and ground mobile power applications. The company also provides various services, such as design and development to specification, build to print, design services, design studies, environmental testing services, metal fabrication, and painting services, as well as automatic testing equipment development services. In addition, it produces individual components, which include inductors, as well as paints, wires, qualifies, and test items; populates printed circuit boards; and fabricates metalwork. The company serves industrial manufacturers and defense companies, the government of the United States, foreign governments, and foreign electronic equipment companies through its direct sales organization and outside sales representatives. Espey Mfg. & Electronics Corp. was incorporated in 1928 and is based in Saratoga Springs, New York.

News Sentiment (7d)
79 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
USD56.55 -1.63 (-2.80%)
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Volume Profile
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Liquidity & share structure
Average Volume
40.1K
Beta
0.34
Float Shares
2.26M
Free Float %
76.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.96% +2.44% +21.36% +43.01% +91.31% +53.24% +128.26% +248.72% +386.33% +191.80% +2,604.87%
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 (3 ratings, all time) Hold
Price Targets & DCF
Current price
56.55
DCF (Unlevered) 106.66 +88.6%
DCF (Levered) 323.79 +472.6%

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 1 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
5.21
Safe zone
Piotroski F-Score
4 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
4 / 5
High
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Electrical Equipment & Parts: +13.1%
    +13.5% Q1'26: +10.9% (vs Q1'25)
  • EPS growth Electrical Equipment & Parts: +22.4%
    +31.9% Q1'26: +57.1% (vs Q1'25)
  • FCF margin FCF growth · Electrical Equipment & Parts: +27.2%
    +45.2% Q1'26: +28.0% (vs Q1'25)
  • EBIT margin Electrical Equipment & Parts: +8.2%
    +22.1% Q1'26: +0.0% (vs Q1'25)
  • ROIC Electrical Equipment & Parts: +6.4%
    +112.0% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Electrical Equipment & Parts: +0.0%
    +6.3% Q1'26: +6.9% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Electrical Equipment & Parts: -0.54×
    0.00× 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 (0.44) × ERP
WACC = 100% × Ke + 0% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 105.67 Current price: 56.55
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 2014
actual
Jun 2015
actual
Jun 2016
actual
Jun 2017
actual
Jun 2018
actual
Jun 2019
actual
Jun 2020
actual
Jun 2021
actual
Jun 2022
actual
Jun 2023
actual
Jun 2024
actual
Jun 2025
actual
Jun 2026
1 Rev. Ana.
1 EPS Ana.
Jun 2027
1 Rev. Ana.
1 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
27.14M
est: 89.45M (-69.7%)
26.83M
est: 81.25M (-67.0%)
27.47M
est: 77.66M (-64.6%)
22.52M
est: 74.48M (-69.8%)
32.52M
est: 71.69M (-54.6%)
36.48M
est: 40.74M (-10.5%)
31.53M
est: 41.76M (-24.5%)
27.73M
est: 58.60M (-52.7%)
32.10M
est: 54.79M (-41.4%)
35.59M
est: 40.74M (-12.6%)
38.74M
est: 41.76M (-7.2%)
43.95M
est: 43.95M (+0.0%)
48.00M
48.00M – 48.00M
+9.2% YoY
52.80M
52.80M – 52.80M
+10.0% YoY
54.40M
54.40M – 54.40M
+3.0% YoY
56.41M
56.41M – 56.41M
+3.7% YoY
60.16M
60.16M – 60.16M
+6.6% YoY
EBITDA
1.77M
est: 7.25M (-75.6%)
4.88M
est: 6.58M (-25.9%)
4.78M
est: 6.53M (-26.8%)
1.96M
est: 6.51M (-69.9%)
4.28M
est: 6.54M (-34.5%)
3.19M
est: 6.12M (-47.8%)
1.74M
est: 5.72M (-69.6%)
93.7K
est: 5.35M (-98.2%)
2.02M
est: 5.00M (-59.5%)
4.78M
est: 4.67M (+2.4%)
6.99M
est: 18.62M (-62.5%)
10.18M
est: 19.60M (-48.1%)
21.41M
21.41M – 21.41M
+9.2% YoY
23.55M
23.55M – 23.55M
+10.0% YoY
24.26M
24.26M – 24.26M
+3.0% YoY
25.16M
25.16M – 25.16M
+3.7% YoY
26.83M
26.83M – 26.83M
+6.6% YoY
EBIT
1.32M
est: 6.56M (-79.9%)
4.43M
est: 5.91M (-25.0%)
4.34M
est: 5.87M (-26.0%)
1.53M
est: 5.86M (-74.0%)
3.85M
est: 5.89M (-34.6%)
2.65M
est: 5.51M (-51.9%)
1.17M
est: 5.15M (-77.3%)
-426.1K
est: 4.82M (-108.8%)
1.53M
est: 4.51M (-66.1%)
4.30M
est: 4.21M (+2.1%)
6.54M
est: 18.46M (-64.6%)
9.73M
est: 19.43M (-49.9%)
21.22M
21.22M – 21.22M
+9.2% YoY
23.35M
23.35M – 23.35M
+10.0% YoY
24.05M
24.05M – 24.05M
+3.0% YoY
24.94M
24.94M – 24.94M
+3.7% YoY
26.60M
26.60M – 26.60M
+6.6% YoY
Net Income
1.17M
est: 4.73M (-75.3%)
3.18M
est: 4.28M (-25.6%)
3.18M
est: 4.25M (-25.3%)
1.14M
est: 4.25M (-73.3%)
3.08M
est: 4.28M (-28.1%)
2.34M
est: 4.00M (-41.4%)
1.16M
est: 3.74M (-68.9%)
-181.5K
est: 3.50M (-105.2%)
1.27M
est: 3.27M (-61.3%)
3.68M
est: 3.06M (+20.3%)
5.82M
est: 4.04M (+43.8%)
8.14M
est: 2.94M (+177.1%)
9.36M
9.36M – 9.36M
+218.3% YoY
9.44M
9.44M – 9.44M
+0.9% YoY
9.71M
9.71M – 9.71M
+2.9% YoY
9.73M
9.73M – 9.73M
+0.3% YoY
10.68M
10.68M – 10.68M
+9.7% YoY
SGA
3.21M
est: 3.84M (-16.3%)
2.71M
est: 3.58M (-24.3%)
3.03M
est: 3.53M (-14.3%)
3.19M
est: 3.51M (-9.1%)
3.81M
est: 3.50M (+8.8%)
4.41M
est: 3.27M (+34.7%)
4.39M
est: 3.06M (+43.3%)
3.74M
est: 2.86M (+30.9%)
3.91M
est: 2.68M (+46.2%)
3.69M
est: 2.50M (+47.3%)
4.03M
est: 4.74M (-15.1%)
4.56M
est: 4.99M (-8.7%)
5.45M
5.45M – 5.45M
+9.2% YoY
6.00M
6.00M – 6.00M
+10.0% YoY
6.18M
6.18M – 6.18M
+3.0% YoY
6.41M
6.41M – 6.41M
+3.7% YoY
6.83M
6.83M – 6.83M
+6.6% YoY
EPS
0.52
est: 2.44 (-78.6%)
1.40
est: 0.97 (+44.3%)
1.39
est: 1.09 (+27.5%)
0.49
est: 2.04 (-75.9%)
1.32
est: 2.07 (-36.1%)
0.99
est: 1.33 (-25.6%)
0.49
est: 1.50 (-67.3%)
-0.08
est: 1.70 (-104.4%)
0.52
est: 1.09 (-52.3%)
1.50
est: 1.33 (+12.8%)
2.34
est: 1.50 (+56.0%)
3.14
est: 1.09 (+188.1%)
3.47
3.47 – 3.47
+218.3% YoY
3.50
3.50 – 3.50
+0.9% YoY
3.60
3.60 – 3.60
+2.9% YoY
3.61
3.61 – 3.61
+0.3% YoY
3.96
3.96 – 3.96
+9.7% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 A 4/5 4/5 5/5 5/5 1/5 4/5 3/5
2026-05-08 A 4/5 4/5 5/5 5/5 1/5 4/5 3/5
2026-05-07 A 4/5 4/5 5/5 5/5 1/5 4/5 3/5
2026-05-06 A 4/5 4/5 5/5 5/5 1/5 4/5 3/5
2026-05-05 A 4/5 4/5 5/5 5/5 1/5 4/5 3/5
2026-05-04 A 4/5 4/5 5/5 5/5 1/5 4/5 3/5
2026-05-01 A 4/5 4/5 5/5 5/5 1/5 4/5 3/5
2026-04-30 A 4/5 4/5 5/5 5/5 1/5 4/5 3/5
2026-04-29 A 4/5 4/5 5/5 5/5 1/5 4/5 3/5
2026-04-28 A 4/5 4/5 5/5 5/5 1/5 4/5 3/5
2026-04-27 A 4/5 4/5 5/5 5/5 1/5 4/5 3/5
2026-04-24 A 4/5 4/5 5/5 5/5 1/5 4/5 3/5
2026-04-23 A- 4/5 4/5 4/5 5/5 1/5 3/5 3/5
2026-04-22 A- 4/5 4/5 4/5 5/5 1/5 3/5 3/5
2026-04-21 A- 4/5 4/5 4/5 5/5 1/5 3/5 3/5
2026-04-20 A- 4/5 4/5 4/5 5/5 1/5 3/5 3/5
2026-04-17 A- 4/5 4/5 4/5 5/5 1/5 3/5 3/5
2026-04-16 A- 4/5 4/5 4/5 5/5 1/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
11.44M
OE per share TTM
4.23
Owner's Yield
5.87%
Maintenance CapEx ratio
52.06%
Maint CapEx / Avg PPE
9.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
12
Total invested
5.21M
Insider transactions (90d)
0
Beneficial owners (>5%)
19
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Plan and Trust (“ESOP”) 768.7K 28.00% 300.0K 768.7K 300.0K 768.7K EP New York 2021-02-01
2 and Trust (“ESOP”) 758.4K 28.00% 279.4K 758.4K 279.4K 758.4K EP New York 2022-02-10
3 Ownership Plan 380.1K 32.80% 380.1K 380.1K EP Trust under Employee Stock Ownership Plan of a New York Corporation 2005-07-20
4 Stanley Kesselman 247.2K 9.15% 247.2K 247.2K IN USA 2022-01-10
5 Advisory Research, Inc. / 36-2831881 179.5K 7.69% 179.5K 179.5K IA Delaware 2010-02-12
6 Espey Mfg. & Electronics Corp. Employee Retirement Plan and Trust 136.7K 5.80% 136.7K 136.7K EP USA 2013-01-29
7 Piper Jaffray Companies / 30-0168701 129.5K 5.57% 129.5K 129.5K HC Delaware 2013-02-14
8 (. 124.6K 5.36% 124.6K 124.6K IA Delaware Limited Partnership 2009-02-09
9 Howard Pinsley 120.4K 5.10% 120.4K 120.4K IN USA 2013-01-29
10 13-3127734 108.9K 4.03% 107.9K 108.9K HC Delaware 2022-02-10
11 26-0385758 108.9K 4.03% 107.9K 108.9K IA Delaware 2022-02-10
12 Franklin Resources, Inc. 78.9K 7.60% HC Delaware 2003-01-30
13 ( Howard Pinsley 57.3K 5.60% 57.3K 57.3K IN (4) Citizenship or Place of Organization. United States of America 2005-01-27
14 Sol Pinsley 1.2K 0.11% 1.2K 1.2K IN United States of America 1998-11-24
15 Wellington Group Holdings LLP 0.00% HC Delaware 2018-02-08
16 Wellington Investment Advisors Holdings LLP 0.00% HC Delaware 2018-02-08
17 Wellington Management Group LLP 0.00% HC Massachusetts 2018-02-08
18 Wellington Trust Company, NA 0.00% BK United States 2018-02-08
19 Wellington Trust Company, National Association Multiple Common Trust Funds Trust, Micro Cap Equity P 0.00% OO Massachusetts 2018-02-08

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
12
-39 vs prev Q
New positions
2
Closed positions
41
Increased
6
Reduced
4
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 STEEL PARTNERS HOLDINGS L.P. 16.6K +16.6K (+100.0%) 783.63M +783.6M (+100.0%) 0.60% +0.604 pp 0.63% +0.627 pp USD47.13 +0.0% 1 qtrs NEW
2 RENAISSANCE TECHNOLOGIES LLC 103.3K +3.2K (+3.2%) 4.87M +905.5K (+22.8%) 3.76% -0.107 pp 0.01% +0.002 pp USD23.95 +96.8% 75 qtrs
3 DIMENSIONAL FUND ADVISORS LP 99.1K -2.1K (-2.1%) 4.67M +661.8K (+16.5%) 3.60% -0.304 pp 0.00% +0.000 pp USD26.27 +79.4% 51 qtrs
4 VANGUARD GROUP INC 92.2K -1.4K (-1.5%) 4.34M +637.7K (+17.2%) 3.35% -0.261 pp 0.00% +0.000 pp USD26.07 +80.8% 34 qtrs
5 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 61.9K +— (+0.0%) 2.92M +465.3K (+19.0%) 2.25% -0.139 pp 0.00% +0.000 pp USD30.15 +56.3% 5 qtrs
6 DE LISLE PARTNERS LLP 56.2K +4.8K (+9.4%) 2.66M +639.0K (+31.6%) 2.04% +0.060 pp 0.34% +0.094 pp USD28.18 +67.2% 8 qtrs
7 AMERICAN CENTURY COMPANIES INC 36.4K +7.1K (+24.1%) 1.72M +554.7K (+47.7%) 1.32% +0.192 pp 0.00% +0.000 pp USD39.16 +20.4% 5 qtrs
8 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 26.9K +11.5K (+74.0%) 1.27M +656.1K (+107.1%) 0.98% +0.382 pp 0.01% +0.003 pp USD44.03 +7.0% 3 qtrs
9 MARSHALL WACE, LLP 24.8K -5.4K (-17.9%) 1.17M -27.8K (-2.3%) 0.90% -0.265 pp 0.00% 0.000 pp USD42.22 +11.6% 3 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 24.7K +745.0 (+3.1%) 1.16M +215.3K (+22.7%) 0.90% -0.027 pp 0.00% +0.000 pp USD23.75 +98.4% 11 qtrs
11 TWO SIGMA INVESTMENTS, LP 20.2K -6.2K (-23.6%) 951.5K -95.7K (-9.1%) 0.73% -0.287 pp 0.00% 0.000 pp USD39.61 +19.0% 2 qtrs
12 WELLS FARGO & COMPANY/MN 20.0K -50.0 (-0.2%) 942.6K +148.4K (+18.7%) 0.73% -0.047 pp 0.00% +0.000 pp USD21.43 +119.9% 14 qtrs
13 SUMMERHAVEN INVESTMENT MANAGEMENT, LLC 17.9K +— (+0.0%) 845.9K +135.0K (+19.0%) 0.66% -0.033 pp 0.48% +0.066 pp USD39.61 +19.0% 2 qtrs
14 RITHOLTZ WEALTH MANAGEMENT 17.8K +8.8K (+98.1%) 839.3K +483.1K (+135.7%) 0.65% +0.308 pp 0.02% +0.008 pp USD43.33 +8.8% 2 qtrs
15 NAPLES GLOBAL ADVISORS, LLC 14.4K +932.0 (+6.9%) 680.6K +145.5K (+27.2%) 0.53% +0.010 pp 0.05% +0.009 pp USD42.73 +10.3% 3 qtrs
16 SAGE INVESTMENT ADVISERS LLC 14.4K +14.4K (+100.0%) 680.3K +680.3K (+100.0%) 0.52% +0.525 pp 0.51% +0.510 pp USD47.13 +0.0% 1 qtrs NEW
17 STATE STREET CORP 12.6K +— (+0.0%) 595.9K +95.1K (+19.0%) 0.46% -0.028 pp 0.00% +0.000 pp USD31.54 +49.4% 5 qtrs
18 BANK OF NEW YORK MELLON CORP 12.0K +12.0K (+100.0%) 567.3K +567.3K (+100.0%) 0.44% +0.438 pp 0.00% +0.000 pp USD47.13 +0.0% 1 qtrs NEW
19 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 11.1K +2.2K (+24.6%) 523.0K +171.0K (+48.6%) 0.41% +0.064 pp 0.00% +0.000 pp USD43.54 +8.2% 3 qtrs
20 FLAGSHIP HARBOR ADVISORS, LLC 10.6K +— (+0.0%) 499.2K +79.7K (+19.0%) 0.39% -0.019 pp 0.02% +0.005 pp USD30.15 +56.3% 5 qtrs
21 BLACKROCK, INC. 9.7K -405.0 (-4.0%) 459.3K +57.2K (+14.2%) 0.35% -0.038 pp 0.00% +0.000 pp USD38.93 +21.1% 6 qtrs
22 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 8.0K +— (+0.0%) 377.6K +59.9K (+18.9%) 0.29% -0.018 pp 0.18% +0.043 pp USD31.97 +47.4% 7 qtrs
23 ADVISOR GROUP HOLDINGS, INC. 7.9K -471.0 (-5.6%) 374.1K +44.9K (+13.6%) 0.29% -0.036 pp 0.00% +0.000 pp USD29.65 +59.0% 23 qtrs
24 HILLSDALE INVESTMENT MANAGEMENT INC. 6.9K -1.2K (-14.8%) 325.2K +4.4K (+1.4%) 0.25% -0.059 pp 0.01% -0.001 pp USD33.01 +42.8% 5 qtrs
25 FIRST TRUST ADVISORS LP 6.9K +404.0 (+6.3%) 323.6K +67.6K (+26.4%) 0.25% +0.000 pp 0.00% +0.000 pp USD40.05 +17.7% 2 qtrs
26 MAN GROUP PLC 6.5K +824.0 (+14.4%) 308.1K +81.8K (+36.1%) 0.24% +0.017 pp 0.00% +0.000 pp USD40.56 +16.2% 2 qtrs
27 XTX TOPCO LTD 5.9K +660.0 (+12.7%) 276.7K +70.3K (+34.1%) 0.21% +0.012 pp 0.01% -0.003 pp USD40.46 +16.5% 2 qtrs
28 HERON BAY CAPITAL MANAGEMENT 5.8K -66.0 (-1.1%) 272.2K +40.8K (+17.6%) 0.21% -0.016 pp 0.05% +0.009 pp USD45.71 +3.1% 3 qtrs
29 CATALYTIC WEALTH RIA, LLC 5.7K +5.7K (+100.0%) 267.2K +267.2K (+100.0%) 0.21% +0.209 pp 0.01% +0.010 pp USD47.13 +0.0% 1 qtrs NEW
30 MORGAN STANLEY 5.2K +2.0K (+63.6%) 245.4K +119.3K (+94.6%) 0.19% +0.066 pp 0.00% +0.000 pp USD36.31 +29.8% 51 qtrs
31 BRIDGEWAY CAPITAL MANAGEMENT, LLC 4.6K +4.6K (+100.0%) 217.2K +217.2K (+100.0%) 0.17% +0.168 pp 0.00% +0.005 pp USD47.13 +0.0% 8 qtrs
32 NORTHERN TRUST CORP 4.6K +4.6K (+100.0%) 215.2K +215.2K (+100.0%) 0.17% +0.166 pp 0.00% +0.000 pp USD47.13 +0.0% 3 qtrs
33 TOROSO INVESTMENTS, LLC 4.4K +4.4K (+100.0%) 206.0K +206.0K (+100.0%) 0.16% +0.159 pp 0.00% +0.001 pp USD47.13 +0.0% 1 qtrs NEW
34 ADIRONDACK TRUST CO 1.3K +— (+0.0%) 62.8K +10.0K (+19.0%) 0.05% -0.003 pp 0.02% +0.003 pp USD24.32 +93.8% 51 qtrs
35 COPELAND CAPITAL MANAGEMENT, LLC 1.3K +— (+0.0%) 60.9K +9.7K (+19.0%) 0.05% -0.002 pp 0.00% +0.000 pp USD29.74 +58.5% 4 qtrs
36 BANK OF AMERICA CORP /DE/ 1.3K +759.0 (+146.0%) 60.3K +39.7K (+192.7%) 0.05% +0.026 pp 0.00% +0.000 pp USD43.82 +7.6% 15 qtrs
37 UBS GROUP AG 504.00 -153.0 (-23.3%) 23.8K -2.3K (-8.7%) 0.02% -0.007 pp 0.00% +0.000 pp USD27.20 +73.3% 26 qtrs
38 FLAGSHIP WEALTH ADVISORS, LLC 494.00 +— (+0.0%) 23.3K +3.7K (+19.0%) 0.02% -0.001 pp 0.01% +0.000 pp USD27.13 +73.7% 4 qtrs
39 400.00 +— (+0.0%) 18.9K +3.0K (+19.0%) 0.01% -0.001 pp 0.01% +0.003 pp USD45.71 +3.1% 3 qtrs
40 PNC FINANCIAL SERVICES GROUP, INC. 400.00 +— (+0.0%) 18.9K +3.0K (+19.0%) 0.01% -0.001 pp 0.00% +0.000 pp USD39.61 +19.0% 2 qtrs
41 NEWEDGE ADVISORS, LLC 325.00 +109.0 (+50.5%) 15.3K +6.7K (+78.8%) 0.01% +0.004 pp 0.00% +0.000 pp USD46.18 +2.1% 5 qtrs
42 US BANCORP \DE\ 283.00 +— (+0.0%) 13.3K +2.1K (+19.0%) 0.01% -0.001 pp 0.00% +0.000 pp USD25.52 +84.7% 51 qtrs
43 FARTHER FINANCE ADVISORS, LLC 200.00 -37.0 (-15.6%) 9.4K +38.0 (+0.4%) 0.01% -0.002 pp 0.00% +0.000 pp USD39.60 +19.0% 2 qtrs
44 ARCHER INVESTMENT CORP 135.00 +— (+0.0%) 6.4K +1.0K (+19.0%) 0.01% 0.000 pp 0.00% +0.000 pp USD18.13 +160.0% 24 qtrs
45 FMR LLC 94.00 +40.0 (+74.1%) 4.4K +2.3K (+105.6%) 0.00% +0.001 pp 0.00% +0.000 pp USD43.44 +8.5% 11 qtrs
46 GLOBAL RETIREMENT PARTNERS, LLC 58.00 +58.0 (+100.0%) 2.7K +2.7K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD47.12 +0.0% 1 qtrs NEW
47 ROYAL BANK OF CANADA 40.00 -5.0 (-11.1%) 2.0K +— (+0.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD21.95 +114.7% 51 qtrs
48 SAGEVIEW ADVISORY GROUP, LLC 40.00 +40.0 (+100.0%) 1.9K +1.9K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD47.13 +0.0% 1 qtrs NEW
49 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 40.00 +— (+0.0%) 1.9K +301.0 (+19.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD39.60 +19.0% 2 qtrs
50 SJS INVESTMENT CONSULTING INC. 11.00 -14.0 (-56.0%) 522.00 -481.0 (-48.0%) 0.00% -0.001 pp 0.00% 0.000 pp USD45.64 +3.3% 3 qtrs
51 SBI SECURITIES CO., LTD. 6.00 +— (+0.0%) 283.00 +45.0 (+18.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD42.50 +10.9% 4 qtrs
52 ALLWORTH FINANCIAL LP -100.0 (-100.0%) -4.0K (-100.0%) 0.00% -0.004 pp 0.00% +0.000 pp USD 43 qtrs SOLD
53 LPL FINANCIAL LLC -13.7K (-100.0%) -543.7K (-100.0%) 0.00% -0.530 pp 0.00% 0.000 pp USD 3 qtrs SOLD
54 JPMORGAN CHASE & CO -5.1K (-100.0%) -202.1K (-100.0%) 0.00% -0.197 pp 0.00% +0.000 pp USD 11 qtrs SOLD
55 GSA CAPITAL PARTNERS LLP -6.3K (-100.0%) -248.0K (-100.0%) 0.00% -0.242 pp 0.00% -0.021 pp USD 3 qtrs SOLD
56 TOWER RESEARCH CAPITAL LLC (TRC) -9.0 (-100.0%) -356.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 11 qtrs SOLD
57 EVERSOURCE WEALTH ADVISORS, LLC -30.0 (-100.0%) -1.2K (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 3 qtrs SOLD
58 CITADEL ADVISORS LLC -6.1K (-100.0%) -241.0K (-100.0%) 0.00% -0.235 pp 0.00% +0.000 pp USD 8 qtrs SOLD
59 BNP PARIBAS ARBITRAGE, SNC -1.7K (-100.0%) -66.6K (-100.0%) 0.00% -0.065 pp 0.00% +0.000 pp USD 2 qtrs SOLD
60 BARCLAYS PLC -353.0 (-100.0%) -14.0K (-100.0%) 0.00% -0.014 pp 0.00% +0.000 pp USD 2 qtrs SOLD
61 PRINCIPAL SECURITIES, INC. -63.0 (-100.0%) -2.5K (-100.0%) 0.00% -0.002 pp 0.00% +0.000 pp USD 9 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 52 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Even Herd Long Short ETF EHLS 0.43% 257.7K 2.62%
2 Acuitas Small Cap Active ETF AIMS 0.22% 160.9K 0.75%
3 First Trust Dow Jones Select MicroCap Index Fund FDM 0.17% 440.7K 0.65%
4 WisdomTree U.S. SmallCap Dividend Fund DES 0.04% 843.3K 0.38%
5 iShares Micro-Cap ETF IWC 0.03% 469.1K 0.60%
6 Avantis U.S. Small Cap Value ETF AVUV 0.01% 4.06M 0.25%
7 U.S. Micro Cap Portfolio ETF DFMC 0.01% 1.04M 0.43%
8 iShares Russell 2000 Growth ETF IWO 0.01% 1.31M 0.24%
9 Invesco Russell 2000 Dynamic Multifactor ETF OMFS 0.01% 24.0K 0.39%
10 Avantis U.S. Small Cap Equity ETF AVSC 0.01% 198.6K 0.25%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
1
Shares acquired
Shares disposed
2.5K
Cash buys
Cash sales
Net activity
-2,500
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
2026-04-08 Pickering Jennifer Michele Officer D Stock Option 2,500 24.26 60.7K 0
2026-03-02 HELMETAG CARL Director M-Exempt D Stock Option 1,600 26.25 42.0K 16,542 D
2026-02-23 WOOL MICHAEL W Director M-Exempt A Common Stock - $.33 1/3 par value 1,842 27.21 50.1K 19,242 D
2026-02-19 WOOL MICHAEL W Director S-Sale D Common Stock - $.33 1/3 par value 1,000 57.90 57.9K 17,400 D
2026-02-18 CORR PAUL J Director S-Sale D Common Stock - $.33 1/3 par value 100 58.31 5.8K 23,639 D
2026-02-13 ONEIL DAVID A Director / Officer S-Sale D Common Stock - $.33 1/3 par value 2,500 50.00 125.0K 17,431 D
2026-01-27 WOOL MICHAEL W Director M-Exempt D Stock Option 2,000 21.75 43.5K 14,542 D
2025-12-29 ONEIL DAVID A Director / Officer S-Sale D Common Stock - $.33 1/3 par value 1,000 45.76 45.8K 17,431 D
2025-12-26 ONEIL DAVID A Director / Officer S-Sale D Common Stock - $.33 1/3 par value 1,000 46.78 46.8K 18,431 D
2025-12-19 ONEIL DAVID A Director / Officer S-Sale D Common Stock - $.33 1/3 par value 1,000 44.00 44.0K 19,431 D
2025-12-18 ONEIL DAVID A Director / Officer S-Sale D Common Stock - $.33 1/3 par value 1,000 43.50 43.5K 20,431 D
2025-12-16 HELMETAG CARL Director S-Sale D Common Stock - $.33 1/3 par value 1,000 44.99 45.0K 20,569 D
2025-09-11 ONEIL DAVID A Director / Officer M-Exempt A Common Stock - $.33 1/3 par value 5,000 16.54 82.7K 16,250 D
2025-08-27 ONEIL DAVID A Director / Officer M-Exempt A Common Stock - $.33 1/3 par value 3,750 18.05 67.7K 11,250 D
2025-08-05 ONEIL DAVID A Director / Officer M-Exempt D Stock Option 5,000 13.61 68.1K 20,425 D
2025-07-28 WOOL MICHAEL W Director G-Gift D Common Stock - $.33 1/3 par value 100 8.98 898.00 16,400 D
2025-06-30 WOOL MICHAEL W Director M-Exempt D Stock Option 1,600 26.25 42.0K 16,542 D
2025-06-24 ONEIL DAVID A Director / Officer M-Exempt A Common Stock - $.33 1/3 par value 4,042 14.87 60.1K 4,042 D
2025-06-23 ONEIL DAVID A Director / Officer M-Exempt A Common Stock - $.33 1/3 par value 1,958 14.87 29.1K 1,958 D
2025-06-11 CORR PAUL J Director M-Exempt A Common Stock - $.33 1/3 par value 2,000 26.25 52.5K 22,439 D
2025-06-03 ONEIL DAVID A Director / Officer S-Sale D Common Stock - $.33 1/3 par value 1,023 38.00 38.9K 0 D
2025-05-29 ONEIL DAVID A Director / Officer S-Sale D Common Stock - $.33 1/3 par value 1,977 38.05 75.2K 1,023 D
2025-05-23 ONEIL DAVID A Director / Officer S-Sale D Common Stock - $.33 1/3 par value 999 36.00 36.0K 3,000 D
2025-05-22 ONEIL DAVID A Director / Officer S-Sale D Common Stock - $.33 1/3 par value 314 36.01 11.3K 3,999 D
2025-05-21 ONEIL DAVID A Director / Officer S-Sale D Common Stock - $.33 1/3 par value 687 36.00 24.7K 4,313 D
2025-05-19 ONEIL DAVID A Director / Officer S-Sale D Common Stock - $.33 1/3 par value 5,000 35.80 179.0K 5,000 D
2025-05-16 WOOL MICHAEL W Director M-Exempt D Stock Option 1,600 26.09 41.7K 18,142 D
2025-05-15 ONEIL DAVID A Director / Officer M-Exempt A Common Stock - $.33 1/3 par value 2,000 26.09 52.2K 12,000 D
2025-05-15 CORR PAUL J Director M-Exempt A Common Stock - $.33 1/3 par value 1,600 26.09 41.7K 22,039 D
2025-05-14 HELMETAG CARL Director M-Exempt A Common Stock - $.33 1/3 par value 1,600 26.09 41.7K 21,569 D
2025-04-11 WOOL MICHAEL W Director G-Gift D Common Stock - $.33 1/3 par value 100 0.00 14,900 D
2025-02-15 Sparano Katrina Leonore Officer 0 0.00 0
2025-02-15 O'Neil Kaitlyn Nicole Officer 0 0.00 0
2024-12-06 MURPHY PEGGY A 0 0.00 0
2024-10-09 MURPHY PEGGY A Officer M-Exempt D Stock Option 1,018 27.21 27.7K 0 D
2024-10-08 MURPHY PEGGY A Officer M-Exempt D Stock Option 1,482 27.21 40.3K 1,018 D
2024-10-04 MURPHY PEGGY A Officer M-Exempt D Stock Option 1,353 18.05 24.4K 13,497 D
2024-09-06 WOOL MICHAEL W Director A-Award A Stock Option 1,500 22.30 33.5K 19,742
2024-09-06 Patzwahl Nancy Koskey Director A-Award A Stock Option 1,500 22.30 33.5K 3,800
2024-09-06 ONEIL DAVID A Director / Officer A-Award A Stock Option 1,500 22.30 33.5K 33,425
2024-09-06 HELMETAG CARL Director A-Award A Stock Option 1,500 22.30 33.5K 19,742
2024-09-06 CORR PAUL J Director A-Award A Stock Option 1,500 22.30 33.5K 21,742
2024-07-01 Sparano Katrina Leonore Officer A-Award A Stock Option 5,000 21.50 107.5K 31,600
2024-07-01 Pickering Jennifer Michele Officer A-Award A Stock Option 5,000 21.50 107.5K 7,500
2024-02-27 MURPHY PEGGY A Officer M-Exempt D Stock Option 6,000 14.87 89.2K 14,850
2023-09-08 WOOL MICHAEL W Director A-Award A Stock Option 2,300 16.54 38.0K 18,242
2023-09-08 Sparano Katrina Leonore Officer A-Award A Stock Option 5,000 16.54 82.7K 26,600
2023-09-08 Patzwahl Nancy Koskey Director A-Award A Stock Option 2,300 16.54 38.0K 2,300
2023-09-08 ONEIL DAVID A Director / Officer A-Award A Stock Option 5,000 16.54 82.7K 31,925
2023-09-08 HELMETAG CARL Director A-Award A Stock Option 2,300 16.54 38.0K 18,242
2023-09-08 CORR PAUL J Director A-Award A Stock Option 2,300 16.54 38.0K 20,242
2022-12-02 Sexauer Roger Nicholas II Director 0 0.00 0
2022-12-02 Patzwahl Nancy Koskey Director I Common Stock - $.33 1/3 par value 0 0.00 2,500
2022-08-01 WOOL MICHAEL W Director A-Award A Stock Option 2,300 13.61 31.3K 17,542
2022-08-01 Sparano Katrina Leonore Officer A-Award A Stock Option 5,000 13.61 68.1K 23,150
2022-08-01 Sexauer Roger Nicholas II Director A-Award A Stock Option 2,300 13.61 31.3K 10,742
2022-08-01 ONEIL DAVID A Officer A-Award A Stock Option 5,000 13.61 68.1K 28,925
2022-08-01 HELMETAG CARL Director A-Award A Stock Option 2,300 13.61 31.3K 17,542
2022-08-01 CORR PAUL J Director A-Award A Stock Option 2,300 13.61 31.3K 19,542
2021-12-31 Enright Patrick Thomas Jr. Director / Officer 0 0.00 0
2021-12-10 WOOL MICHAEL W Director A-Award A Stock Option 2,300 13.98 32.2K 16,842
2021-12-10 Sexauer Roger Nicholas II Director A-Award A Stock Option 2,300 13.98 32.2K 8,442
2021-12-10 SABO ALVIN O Director 0 0.00 0
2021-12-10 HELMETAG CARL Director A-Award A Stock Option 2,300 13.98 32.2K 16,842
2021-12-10 CORR PAUL J Director A-Award A Stock Option 2,300 13.98 32.2K 18,842
2021-12-08 MURPHY PEGGY A Officer S-Sale D Common Stock - $.33 1/3 par value 600 14.00 8.4K 0
2021-07-01 Sparano Katrina Leonore Officer A-Award A Stock Option 5,000 14.87 74.4K 21,150
2021-07-01 ONEIL DAVID A Director / Officer A-Award A Stock Option 6,000 14.87 89.2K 27,925
2021-07-01 MURPHY PEGGY A Officer A-Award A Stock Option 6,000 14.87 89.2K 25,850
2021-07-01 Enright Patrick Thomas Jr. Director / Officer A-Award A Stock Option 6,000 14.87 89.2K 43,200
2020-12-14 Sparano Katrina Leonore Officer S-Sale D Common Stock - $.33 1/3 par value 345 20.73 7.2K 0
2020-12-01 PINSLEY HOWARD M Director / 10% Owner P-Purchase A Common Stock - $.33 1/3 par value 300,000 18.29 5.49M 300,000
2020-12-01 MURPHY PEGGY A Officer / 10% Owner P-Purchase A Common Stock - $.33 1/3 par value 300,000 18.29 5.49M 300,000
2020-12-01 Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust 10% Owner D Common Stock - $.33 1/3 par value 0 0.00 300,000
2020-10-21 WOOL MICHAEL W Director A-Award A Stock Option 2,150 18.05 38.8K 16,142
2020-10-21 Sparano Katrina Leonore Officer A-Award A Stock Option 2,500 18.05 45.1K 16,150
2020-10-21 Sexauer Roger Nicholas II Director A-Award A Stock Option 2,150 18.05 38.8K 6,142
2020-10-21 SABO ALVIN O Director A-Award A Stock Option 2,150 18.05 38.8K 16,342
2020-10-21 PINSLEY HOWARD M Director A-Award A Stock Option 2,150 18.05 38.8K 16,142
2020-10-21 ONEIL DAVID A Director / Officer A-Award A Stock Option 3,750 18.05 67.7K 21,925
2020-10-21 MURPHY PEGGY A Officer A-Award A Stock Option 3,750 18.05 67.7K 19,850
2020-10-21 HELMETAG CARL Director A-Award A Stock Option 2,150 18.05 38.8K 16,142
2020-10-21 Enright Patrick Thomas Jr. Director / Officer A-Award A Stock Option 6,000 18.05 108.3K 37,200
2020-10-21 CORR PAUL J Director A-Award A Stock Option 2,550 18.05 46.0K 18,142
2019-12-10 Enright Patrick Thomas Jr. Director / Officer A-Award A Common Stock - $.33 1/3 par value 500 20.87 10.4K 3,500
2019-12-06 WOOL MICHAEL W Director A-Award A Stock Option 2,150 20.50 44.1K 14,492
2019-12-06 Sparano Katrina Leonore Officer A-Award A Stock Option 1,950 20.50 40.0K 15,150
2019-12-06 Sexauer Roger Nicholas II Director A-Award A Stock Option 2,150 20.50 44.1K 3,992
2019-12-06 SABO ALVIN O Director A-Award A Stock Option 2,150 20.50 44.1K 15,792
2019-12-06 PINSLEY HOWARD M Director A-Award A Stock Option 2,150 20.50 44.1K 13,992
2019-12-06 PINSLEY BARRY Director 0 0.00 0
2019-12-06 ONEIL DAVID A Director / Officer A-Award A Stock Option 2,500 20.50 51.3K 20,175
2019-12-06 MURPHY PEGGY A Officer A-Award A Stock Option 2,500 20.50 51.3K 17,200
2019-12-06 HELMETAG CARL Director A-Award A Stock Option 2,150 20.50 44.1K 15,592
2019-12-06 Enright Patrick Thomas Jr. Director / Officer A-Award A Stock Option 4,000 20.50 82.0K 31,200
2019-12-06 CORR PAUL J Director A-Award A Stock Option 2,550 20.50 52.3K 17,192
2019-09-30 PINSLEY BARRY Director S-Sale D Common Stock - $.33 1/3 par value 19 24.30 461.70 54,043
2019-07-01 PINSLEY BARRY Director G-Gift D Common Stock - $.33 1/3 par value 200 0.00 54,062
2019-06-04 SABO ALVIN O Director P-Purchase A Common Stock - $.33 1/3 par value 100 23.98 2.4K 11,999
2019-02-25 SABO ALVIN O Director P-Purchase A Common Stock - $.33 1/3 par value 450 24.92 11.2K 11,499
2019-02-19 SABO ALVIN O Director M-Exempt D Stock Option 1,400 17.09 23.9K 13,642
2019-02-19 CORR PAUL J Director M-Exempt D Stock Option 2,000 17.09 34.2K 14,642
2019-02-08 PINSLEY BARRY Director M-Exempt A Common Stock - $.33 1/3 par value 1,400 17.09 23.9K 54,262
2019-01-09 HELMETAG CARL Director M-Exempt D Stock Option 1,400 17.09 23.9K 13,442
2018-12-07 WOOL MICHAEL W Director A-Award A Stock Option 2,000 27.21 54.4K 12,500
2018-12-07 Sparano Katrina Leonore Officer A-Award A Stock Option 1,950 27.21 53.1K 13,200
2018-12-07 Sexauer Roger Nicholas II Director A-Award A Stock Option 2,000 27.21 54.4K 2,000
2018-12-07 SABO ALVIN O Director A-Award A Stock Option 2,000 27.21 54.4K 15,200
2018-12-07 PINSLEY HOWARD M Director A-Award A Stock Option 2,000 27.21 54.4K 12,000
2018-12-07 PINSLEY BARRY Director A-Award A Stock Option 2,000 27.21 54.4K 15,000
2018-12-07 ONEIL DAVID A Director / Officer A-Award A Stock Option 2,500 27.21 68.0K 17,675
2018-12-07 MURPHY PEGGY A Officer A-Award A Stock Option 2,500 27.21 68.0K 14,700
2018-12-07 HELMETAG CARL Director A-Award A Stock Option 2,000 27.21 54.4K 15,000
2018-12-07 Enright Patrick Thomas Jr. Director / Officer A-Award A Stock Option 4,000 27.21 108.8K 27,200
2018-12-07 CORR PAUL J Director A-Award A Stock Option 2,400 27.21 65.3K 16,800
2018-09-30 PINSLEY BARRY Director G-Gift D Common Stock - $.33 1/3 par value 200 0.00 53,462
2018-09-20 ONEIL DAVID A Director / Officer S-Sale D Common Stock - $.33 1/3 par value 1,778 32.12 57.1K 10,000
2018-09-19 ONEIL DAVID A Director / Officer S-Sale D Common Stock - $.33 1/3 par value 15 31.70 475.50 10,007
2018-09-19 MURPHY PEGGY A Officer M-Exempt D Stock Option 400 17.09 6.8K 12,200
2018-09-18 MURPHY PEGGY A Officer M-Exempt D Stock Option 800 17.09 13.7K 13,000
2018-08-29 WOOL MICHAEL W Director M-Exempt A Common Stock - $.33 1/3 par value 1,100 19.20 21.1K 15,000
2018-06-20 Sexauer Roger Nicholas II Director P-Purchase A Common Stock - $.33 1/3 par value 1,000 27.01 27.0K 1,000
2018-06-01 Sexauer Roger Nicholas II Director 0 0.00 0
2018-05-22 CORR PAUL J Director S-Sale D Common Stock - $.33 1/3 par value 1,800 27.88 50.2K 20,439
2018-05-21 CORR PAUL J Director M-Exempt D Stock Option 200 21.54 4.3K 16,200
2018-05-18 SABO ALVIN O Director M-Exempt D Stock Option 1,400 21.54 30.2K 13,200
2018-05-09 PINSLEY BARRY Director M-Exempt A Common Stock - $.33 1/3 par value 1,400 21.54 30.2K 53,662
2018-04-24 PINSLEY HOWARD M Director M-Exempt D Stock Option 4,000 21.54 86.2K 11,600
2018-03-26 HELMETAG CARL Director M-Exempt A Common Stock - $.33 1/3 par value 1,400 21.54 30.2K 18,569
2018-03-23 HELMETAG CARL Director S-Sale D Common Stock - $.33 1/3 par value 200 26.24 5.2K 18,369
2018-03-20 ONEIL DAVID A Officer S-Sale D Common Stock - $.33 1/3 par value 2,000 26.70 53.4K 10,000
2018-03-08 Sparano Katrina Leonore Officer S-Sale D Common Stock - $.33 1/3 par value 882 26.17 23.1K 345
2018-03-07 Sparano Katrina Leonore Officer M-Exempt D Stock Option 1,000 21.54 21.5K 11,250
2018-02-22 WOOL MICHAEL W Director M-Exempt A Common Stock - $.33 1/3 par value 1,600 21.54 34.5K 13,900
2018-02-22 MURPHY PEGGY A Officer S-Sale D Common Stock - $.33 1/3 par value 1,400 26.54 37.2K 200
2017-12-27 WOOL MICHAEL W Director A-Award A Stock Option 2,000 21.75 43.5K 13,200
2017-12-27 Sparano Katrina Leonore Officer A-Award A Stock Option 2,000 21.75 43.5K 12,250
2017-12-27 SABO ALVIN O Director A-Award A Stock Option 2,000 21.75 43.5K 14,600
2017-12-27 PINSLEY HOWARD M Director A-Award A Stock Option 2,000 21.75 43.5K 15,600
2017-12-27 PINSLEY BARRY Director A-Award A Stock Option 2,000 21.75 43.5K 14,400
2017-12-27 ONEIL DAVID A Officer A-Award A Stock Option 2,925 21.75 63.6K 19,175
2017-12-27 MURPHY PEGGY A Officer A-Award A Stock Option 2,600 21.75 56.6K 15,400
2017-12-27 HELMETAG CARL Director A-Award A Stock Option 2,000 21.75 43.5K 14,400
2017-12-27 Enright Patrick Thomas Jr. Director / Officer A-Award A Stock Option 5,200 21.75 113.1K 23,200
2017-12-27 CORR PAUL J Director A-Award A Stock Option 2,400 21.75 52.2K 16,400
2017-10-18 Enright Patrick Thomas Jr. Director / Officer P-Purchase A Common Stock - $.33 1/3 par value 396 21.50 8.5K 3,000
2017-10-18 CORR PAUL J Director P-Purchase A Common Stock - $.33 1/3 par value 3,000 21.50 64.5K 20,439
2017-10-17 Enright Patrick Thomas Jr. Director / Officer P-Purchase A Common Stock - $.33 1/3 par value 104 21.50 2.2K 2,604
2017-10-17 CORR PAUL J Director P-Purchase A Common Stock - $.33 1/3 par value 2,038 21.60 44.0K 17,439
2017-10-16 SABO ALVIN O Director P-Purchase A Common Stock - $.33 1/3 par value 200 21.75 4.4K 1,068
2017-10-16 CORR PAUL J Director P-Purchase A Common Stock - $.33 1/3 par value 1,968 21.79 42.9K 13,407
2017-06-30 Enright Patrick Thomas Jr. Director / Officer A-Award A Common Stock - $.33 1/3 par value 587 0.00 1,229
2017-03-28 Enright Patrick Thomas Jr. Director / Officer P-Purchase A Common Stock - $.33 1/3 par value 350 23.00 8.1K 2,500
2017-03-17 Enright Patrick Thomas Jr. Director / Officer P-Purchase A Common Stock - $.33 1/3 par value 315 23.00 7.2K 2,150
2017-02-14 PINSLEY BARRY Director S-Sale D Common Stock - $.33 1/3 par value 1,000 24.75 24.8K 52,462
2017-02-02 Enright Patrick Thomas Jr. Director / Officer D Stock Option 10,000 26.53 265.3K 0
2016-12-30 SABO ALVIN O Director M-Exempt D Stock Option 1,400 18.29 25.6K 12,600
2016-12-23 CORR PAUL J Director S-Sale D Common Stock - $.33 1/3 par value 1,000 26.08 26.1K 11,439
2016-12-14 HELMETAG CARL Director M-Exempt A Common Stock - $.33 1/3 par value 1,400 18.29 25.6K 18,569
2016-12-12 Sparano Katrina Leonore Officer M-Exempt D Stock Option 1,500 17.09 25.6K 10,250
2016-12-12 MURPHY PEGGY A Officer M-Exempt D Stock Option 200 18.29 3.7K 12,800
2016-12-02 WOOL MICHAEL W Director A-Award A Stock Option 1,600 26.25 42.0K 11,200
2016-12-02 Sparano Katrina Leonore Officer A-Award A Stock Option 1,500 26.25 39.4K 11,750
2016-12-02 SABO ALVIN O Director A-Award A Stock Option 1,600 26.25 42.0K 14,000
2016-12-02 PINSLEY HOWARD M Director A-Award A Stock Option 1,600 26.25 42.0K 13,600
2016-12-02 PINSLEY BARRY Director A-Award A Stock Option 1,600 26.25 42.0K 13,800
2016-12-02 ONEIL DAVID A Officer A-Award A Stock Option 2,250 26.25 59.1K 16,250
2016-12-02 MURPHY PEGGY A Officer A-Award A Stock Option 2,000 26.25 52.5K 13,000
2016-12-02 HELMETAG CARL Director A-Award A Stock Option 1,600 26.25 42.0K 13,800
2016-12-02 Enright Patrick Thomas Jr. Director / Officer A-Award A Stock Option 4,000 26.25 105.0K 18,000
2016-12-02 CORR PAUL J Director A-Award A Stock Option 2,000 26.25 52.5K 14,000
2016-11-30 ONEIL DAVID A Officer M-Exempt D Stock Option 2,000 18.29 36.6K 14,000
2016-11-29 ONEIL DAVID A Officer S-Sale D Common Stock - $.33 1/3 par value 685 26.30 18.0K 8,000
2016-11-25 ONEIL DAVID A Officer S-Sale D Common Stock - $.33 1/3 par value 15 26.40 396.00 8,685
2016-11-23 ONEIL DAVID A Officer S-Sale D Common Stock - $.33 1/3 par value 100 26.50 2.7K 8,700
2016-05-02 SABO ALVIN O Director M-Exempt D Stock Option 1,400 17.80 24.9K 12,400
2016-04-14 PINSLEY BARRY Director A-Award A Common Stock - $.33 1/3 par value 1,400 17.80 24.9K 53,962
2016-03-23 Sparano Katrina Leonore Officer A-Award A Common Stock - $.33 1/3 par value 1,000 18.29 18.3K 1,945
2016-03-17 WOOL MICHAEL W Director P-Purchase A Common Stock - $.33 1/3 par value 1,600 18.29 29.3K 12,300
2016-03-14 ONEIL DAVID A Officer D-Return D Common Stock - $.33 1/3 par value 1,300 24.76 32.2K 10,300
2016-03-07 ONEIL DAVID A Officer M-Exempt D Stock Option 2,000 17.80 35.6K 16,000
2016-03-03 MURPHY PEGGY A Officer A-Award A Common Stock - $.33 1/3 par value 1,000 18.29 18.3K 1,700
2016-02-29 HELMETAG CARL Director P-Purchase A Common Stock- $.33 1/3 par value 250 25.25 6.3K 17,169
2016-02-26 SABO ALVIN O Director P-Purchase A Common Stock - $.33 1/3 par value 93 25.37 2.4K 8,000
2015-12-17 SABO ALVIN O Director P-Purchase A Common Stock - $.33 1/3 par value 300 26.20 7.9K 5,107
2015-12-16 SABO ALVIN O Director P-Purchase A Common Stock - $.33 1/3 par value 100 25.25 2.5K 4,737
2015-12-14 SABO ALVIN O Director P-Purchase A Common Stock - $.33 1/3 par value 600 25.25 15.2K 4,100
2015-12-14 HELMETAG CARL Director P-Purchase A Common Stock- $.33 1/3 par value 430 25.25 10.9K 16,919
2015-12-08 CORR PAUL J Director M-Exempt A Common Stock - $.33 1/3 par value 2,000 18.29 36.6K 12,439
2015-11-05 PINSLEY BARRY Director G-Gift D Common Stock - $.33 1/3 par value 200 0.00 52,562
2015-11-03 HELMETAG CARL Director P-Purchase A Common Stock- $.33 1/3 par value 202 25.20 5.1K 16,489
2015-11-02 HELMETAG CARL Director P-Purchase A Common Stock- $.33 1/3 par value 37 25.00 925.00 16,287
2015-10-28 Enright Patrick Thomas Jr. Director / Officer P-Purchase A Common Stock - $.33 1/3 par value 190 25.75 4.9K 1,835
2015-10-27 Enright Patrick Thomas Jr. Director / Officer P-Purchase A Common Stock - $.33 1/3 par value 190 25.54 4.9K 1,645
2015-10-23 Enright Patrick Thomas Jr. Director / Officer P-Purchase A Common Stock - $.33 1/3 par value 85 24.99 2.1K 1,355
2015-10-22 Enright Patrick Thomas Jr. Director / Officer P-Purchase A Common Stock - $.33 1/3 par value 85 24.96 2.1K 1,270
2015-10-21 Enright Patrick Thomas Jr. Director / Officer P-Purchase A Common Stock - $.33 1/3 par value 185 25.20 4.7K 1,185
2015-06-24 Enright Patrick Thomas Jr. Officer P-Purchase A Common Stock - $.33 1/3 par value 1,000 26.59 26.6K 1,000
2015-06-12 WOOL MICHAEL W Director A-Award A Stock Option 1,600 26.09 41.7K 11,200
2015-06-12 Sparano Katrina Leonore Officer A-Award A Stock Option 1,750 26.09 45.7K 11,850

Executive team

Top executives
EBIT / Employee
62.0K
Shares Outstanding
2.96M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 David O'Neil President and Chief Executive Officer 313.6K 300.3K 7.5K 33.8K 655.1K 1.14%
2 2025 Jennifer Pickering Chief HR Officer and Corporate Secretary 194.1K 12.5K 27.3K 26.9K 260.7K 10.45%
3 2025 Katrina Sparano Chief Financial Officer and Treasurer 127.1K 45.0K 170.00 172.3K 0.00%
4 2025 Kaitlyn O’Neil and Treasurer 60.0K 10.7K 600.00 71.3K 15.04%
5 2024 David O'Neil President and Chief Executive Officer 306.0K 280.0K 20.2K 15.8K 622.0K 3.24%
6 2024 Katrina Sparano Chief Financial Officer and Treasurer 190.2K 45.0K 20.2K 13.0K 268.3K 7.51%
7 2023 David O'Neil President and Chief Executive Officer 282.7K 125.0K 20.6K 13.6K 441.8K 4.65%
8 2023 Katrina Sparano Chief Financial Officer and Treasurer 180.9K 30.0K 20.6K 11.0K 242.5K 8.47%
9 2023 Peggy A. Murphy Dir. HR/Corp. Sec'y 144.3K 25.0K 11.8K 181.1K 0.00%
10 2023 Patrick T. Enright, Jr. (1,2,4) Former President and Chief Executive Officer 69.3K 69.3K 0.00%
11 2022 Patrick T. Enright, Jr. (1,2,4) Former President and Chief Executive Officer 281.6K 80.0K 22.4K 1.3K 385.3K 5.81%
12 2022 David O'Neil President and Chief Executive Officer 236.5K 30.0K 22.4K 13.0K 301.9K 7.41%
13 2022 David O'Neil President and Chief 2.0K 30.0K 22.4K 13.0K 301.9K 7.41%
14 2022 Katrina Sparano Chief Financial Officer and Treasurer 150.7K 10.0K 18.7K 8.4K 187.7K 9.93%
15 2022 Peggy A. Murphy Dir. HR/Corp. Sec'y 136.4K 15.0K 22.4K 10.0K 183.8K 12.17%
16 2021 Patrick T. Enright, Jr. President and Chief Executive Officer 276.3K 9.5K 11.0K 296.9K 3.21%
17 2021 Patrick T. Enright, Jr. (1,2,4) Former President and Chief Executive Officer 2.0K 9.5K 11.0K 296.9K 3.21%
18 2021 David O'Neil President and Chief 2.0K 6.0K 12.3K 214.2K 2.78%
19 2021 David O'Neil Exec. Vice President/ Treasurer/CFO 195.9K 6.0K 12.3K 214.2K 2.78%
20 2021 Peggy A. Murphy Dir. HR/Corp. Sec'y 2.0K 6.0K 7.4K 144.0K 4.14%
21 2021 Peggy A. Murphy Dir.HR/Corp. Sec'y 130.6K 6.0K 7.4K 144.0K 4.14%
22 2020 Patrick T. Enright, Jr. President and Chief Executive Officer 272.0K 150.0K 12.1K 10.2K 444.3K 2.73%
23 2020 David O'Neil Exec. Vice President/ Treasurer/CFO 192.7K 30.0K 7.6K 10.1K 240.4K 3.15%
24 2020 Peggy A. Murphy Dir.HR/Corp. Sec'y 126.8K 15.0K 7.6K 6.0K 155.4K 4.87%
25 2019 Patrick T. Enright, Jr. President and Chief Executive Officer 258.9K 215.8K 20.6K 13.3K 508.6K 4.04%
26 2019 David O'Neil Exec. Vice President/ Treasurer/CFO 178.6K 30.0K 12.9K 12.3K 233.7K 5.50%
27 2019 Peggy A. Murphy Dir.HR/Corp. Sec'y 115.2K 15.0K 12.9K 7.9K 150.9K 8.52%
28 2018 Patrick T. Enright, Jr. President and Chief Executive Officer 253.1K 100.0K 14.5K 18.6K 386.2K 3.76%
29 2018 Patrick T. Enright Jr. President and Chief Executive Officer 253.1K 100.0K 14.5K 18.6K 386.2K 3.76%
30 2018 David A. O'Neil Exec. Vice President/ Treasurer/CFO 167.9K 30.0K 8.2K 18.3K 224.3K 3.64%
31 2018 David O'Neil Exec. Vice President/ Treasurer/CFO 167.9K 30.0K 8.2K 18.3K 224.3K 3.64%
32 2018 Peggy A. Murphy Dir.HR/Corp. Sec'y 108.4K 15.0K 7.3K 9.6K 140.2K 5.17%
33 2017 Patrick T. Enright Jr. President and Chief Executive Officer 248.8K 50.0K 18.6K 15.6K 333.0K 5.57%
34 2017 David A. O'Neil Exec. Vice President/ Treasurer/CFO 164.9K 30.0K 10.4K 15.3K 220.6K 4.73%
35 2017 David O’Neil Executive Vice President/CFO/Treasurer 164.9K 30.0K 10.4K 15.3K 220.6K 4.73%
36 2016 Patrick T. Enright Jr. President and Chief Executive Officer 245.8K 63.2K 23.1K 332.1K 0.00%
37 2016 David O’Neil Executive Vice President/CFO/Treasurer 162.8K 75.0K 18.8K 256.7K 0.00%
38 2016 David O'Neil CFO/Treasurer 162.8K 75.0K 18.8K 256.7K 0.00%
39 2015 David O'Neil CFO/Treasurer 193.4K 20.0K 3.3K 19.6K 236.3K 1.41%
40 2015 David O'Neil CFO/Treasurer 193.4K 20.0K 3.3K 19.6K 236.3K 1.41%
41 2015 Patrick T. Enright Jr. 99.2K 25.0K 7.7K 6.5K 138.4K 5.59%
42 2015 Patrick T. Enright Jr. President and Chief Executive Officer 99.2K 25.0K 7.7K 6.5K 138.4K 5.59%
43 2014 Mark St. Pierre President and 234.0K 100.0K 12.5K 36.5K 383.0K 3.27%
44 2014 David O'Neil CFO/Treasurer 159.2K 40.0K 6.3K 16.8K 222.3K 2.82%
45 2014 David O'Neil Interim President and Chief 159.2K 40.0K 6.3K 16.8K 222.3K 2.82%
46 2013 Mark St. Pierre President and 228.1K 100.0K 15.0K 21.1K 364.3K 4.12%
47 2013 David O'Neil Interim President and Chief 150.4K 37.5K 7.5K 19.5K 214.9K 3.49%
48 2013 David O'Neil Treasurer/CFO 150.4K 37.5K 7.5K 18.5K 213.9K 3.51%
49 2012 Mark St. Pierre President and 223.4K 72.4K 12.9K 24.0K 332.7K 3.86%
50 2012 David O'Neil Treasurer/CFO 147.3K 35.0K 6.3K 22.2K 210.8K 2.99%
51 2012 Howard Pinsley Chairman of the Board 104.0K 5.4K 12.6K 122.1K 4.44%
52 2011 Mark St. Pierre President andChief Executive Officer 213.3K 10.0K 7.8K 75.2K 306.2K 2.54%
53 2011 David O’Neil Treasurer/CFO 144.1K 30.0K 3.9K 18.3K 196.4K 1.98%
54 2011 David O'Neil Treasurer/CFO 144.1K 30.0K 3.9K 18.3K 196.4K 1.98%
55 2011 Howard Pinsley Chairman of the Board 113.4K 25.0K 4.9K 15.2K 158.5K 3.09%
56 2010 Howard Pinsley Chairman of the Board 152.8K 75.0K 10.7K 18.1K 256.6K 4.19%
57 2010 Mark St. Pierre President andChief Executive Officer 200.8K 2.7K 1.4K 204.9K 1.33%
58 2010 Mark St. Pierre President and Chief Executive Officer 200.8K 2.7K 1.4K 204.9K 1.33%
59 2010 James Clemens Vice President of Sales and Marketing 164.1K 12.5K 5.4K 13.6K 195.6K 2.75%
60 2010 David O’Neil Treasurer/CFO 139.2K 30.0K 5.4K 15.2K 189.8K 2.83%
61 2009 Howard Pinsley Chairman of the Board 225.1K 100.0K 12.3K 16.2K 353.6K 3.49%
62 2009 James Clemens Vice President of Sales and Marketing 150.6K 12.5K 6.2K 6.9K 176.1K 3.50%
63 2009 Mark St. Pierre President and Chief Executive Officer
64 2008 Howard Pinsley Chairman of the Board 214.9K 60.0K 15.1K 31.0K 320.9K 4.69%
65 2008 James Clemens Vice President of Sales and Marketing 143.8K 10.0K 7.3K 5.3K 166.4K 4.40%
66 2008 Mark St. Pierre President and Chief Executive Officer
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-10-28 DEF 14A
2024-10-25 DEF 14A
2023-10-27 DEF 14A
2022-10-27 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-03-03 4
2026-02-23 4
2026-02-20 4
2026-02-20 4
2026-02-17 4
2026-02-10 10-Q
2026-01-29 4
2026-01-26 SC 13G/A
2025-12-29 4
2025-12-19 4

Executive team

NameTitleCompensationGender
David A. O'Neil President, Chief Executive Officer & Director 647.7K male
Jennifer Michele Pickering Chief HR Officer & Corporate Secretary 233.5K female
Kaitlyn O'Neil Principal Financial Officer & Treasurer 139.3K female
Alan Winslow Chief Technology officer male
ESG Rating
B
ELECTRICAL EQUIPMENT & PARTS
2008
E (Environmental)
50.0 / 67.7
Company / Sector avg.
S (Social)
63.9 / 63.2
Company / Sector avg.
G (Governance)
68.5 / 64.3
Company / Sector avg.
ESG Total
60.8 / 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)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits