Subscribe

Genie Energy Ltd. (GNE)

US NYSE Utilities Regulated Electric
Address 520 Broad Street 7102
Newark, NJ, US
CEO Michael Stein
Website genie.com
IPO 2011-10-26
CIK 1528356 ISIN US3722842081

Explore sections of this company profile

Also trades on New York Stock Exchange · GNE (USD) New York Stock Exchange · GNE-PA (USD)
Description

Genie Energy Ltd. is an energy solutions provider delivering electricity and natural gas to individual consumers and small businesses. The company's reach extends internationally, encompassing significant markets such as the United States, Finland, Sweden, and Japan. Its operations are structured into three primary divisions: Genie Retail Energy (GRE), GRE International, and Genie Renewables. Beyond utility provision, Genie Energy also offers energy advisory and brokerage services. Furthermore, it is involved in the renewable sector through solar panel production and distribution, the design of solar installations, and comprehensive project management. Genie Energy Ltd. was founded in 2011 and is based in Newark, New Jersey.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
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
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
74.3K
Beta
0.18
Float Shares
12.32M
Free Float %
46.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-6.52% -10.62% -5.78% -10.62% -10.62% -5.30% -25.26% -19.25% +100.15% +67.52% +51.74%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

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
14.57
DCF (Unlevered) 49.97 +243.0%
DCF (Levered) 124.72 +756.0%

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) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
4.36
Safe zone
Piotroski F-Score
8 / 9
Strong
MOAT Score
5 / 10
Developing
Composite Rating
A+
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
4 / 5
High
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Regulated Electric: +9.0%
    +18.1% Q1'26: +4.0% (vs Q1'25)
  • EPS growth Regulated Electric: +12.7%
    +97.8% Q1'26: -72.5% (vs Q1'25)
  • FCF margin FCF growth · Regulated Electric: +35.5%
    +6.1% Q1'26: -5.2% (vs Q1'25)
  • EBIT margin Regulated Electric: +19.9%
    +6.7% Q1'26: +1.3% (vs Q1'25)
  • ROIC Regulated Electric: +4.4%
    +63.9% Q1'26: +13.7% (vs Q1'25)
  • Share dilution Regulated Electric: +0.0%
    -2.9% Q1'26: -1.8% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Regulated Electric: 4.23×
    0.25× Q1'26: 0.05× (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 (0.20) × ERP
WACC = 98% × Ke + 2% × Kd (7.7%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 49.49 Current price: 13.98
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 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Revenue
210.11M
est: 297.77M (-29.4%)
212.11M
est: 308.28M (-31.2%)
264.20M
est: 308.28M (-14.3%)
315.29M
est: 308.28M (+2.3%)
356.93M
est: 343.10M (+4.0%)
323.27M
est: 330.50M (-2.2%)
315.54M
est: 343.10M (-8.0%)
428.71M
est: 381.46M (+12.4%)
425.20M
est: 308.28M (+37.9%)
501.97M
est: 494.61M (+1.5%)
459.78M
459.78M – 459.78M
-7.0% YoY
466.82M
466.82M – 466.82M
+1.5% YoY
483.52M
483.52M – 483.52M
+3.6% YoY
618.00M
618.00M – 618.00M
+27.8% YoY
EBITDA
-7.68M
est: 29.10M (-126.4%)
-29.39M
est: 30.13M (-197.6%)
-4.47M
est: 30.13M (-114.8%)
10.14M
est: 30.13M (-66.4%)
25.72M
est: 33.53M (-23.3%)
24.52M
est: 32.30M (-24.1%)
78.04M
est: 33.53M (+132.7%)
18.67M
est: 37.28M (-49.9%)
21.22M
est: 30.33M (-30.0%)
34.56M
est: 48.66M (-29.0%)
45.24M
45.24M – 45.24M
-7.0% YoY
45.93M
45.93M – 45.93M
+1.5% YoY
47.57M
47.57M – 47.57M
+3.6% YoY
60.81M
60.81M – 60.81M
+27.8% YoY
EBIT
-8.10M
est: 28.27M (-128.7%)
-29.96M
est: 29.27M (-202.4%)
-6.61M
est: 29.27M (-122.6%)
6.51M
est: 29.27M (-77.8%)
22.76M
est: 32.57M (-30.1%)
24.09M
est: 31.37M (-23.2%)
77.65M
est: 32.57M (+138.4%)
18.21M
est: 36.21M (-49.7%)
20.33M
est: 29.85M (-31.9%)
33.55M
est: 47.90M (-30.0%)
44.53M
44.53M – 44.53M
-7.0% YoY
45.21M
45.21M – 45.21M
+1.5% YoY
46.83M
46.83M – 46.83M
+3.6% YoY
59.85M
59.85M – 59.85M
+27.8% YoY
Net Income
-7.46M
est: -5.98M (-24.8%)
-24.53M
est: -6.25M (-292.6%)
-6.99M
est: -6.25M (-11.9%)
4.18M
est: -6.25M (+166.8%)
13.16M
est: 6.79M (+93.7%)
29.21M
est: 7.61M (+284.1%)
87.81M
est: 6.79M (+1,193.0%)
19.54M
est: 12.49M (+56.4%)
12.59M
est: -6.07M (+307.4%)
24.01M
est: 45.39M (-47.1%)
17.68M
17.68M – 17.68M
-61.0% YoY
21.64M
21.64M – 21.64M
+22.4% YoY
22.96M
22.96M – 22.96M
+6.1% YoY
70.19M
70.19M – 70.19M
+205.7% YoY
SGA
66.01M
est: 64.31M (+2.7%)
61.57M
est: 66.58M (-7.5%)
85.00M
est: 66.58M (+27.7%)
72.67M
est: 66.58M (+9.2%)
71.78M
est: 74.10M (-3.1%)
67.55M
est: 71.38M (-5.4%)
74.96M
est: 74.10M (+1.2%)
91.11M
est: 82.38M (+10.6%)
93.40M
est: 65.88M (+41.8%)
94.62M
est: 105.71M (-10.5%)
98.26M
98.26M – 98.26M
-7.0% YoY
99.77M
99.77M – 99.77M
+1.5% YoY
103.34M
103.34M – 103.34M
+3.6% YoY
132.08M
132.08M – 132.08M
+27.8% YoY
EPS
-0.34
est: -0.22 (-54.5%)
-1.08
est: -0.23 (-369.6%)
-0.30
est: -0.23 (-30.4%)
0.10
est: -0.23 (+143.5%)
0.45
est: 0.25 (+80.0%)
1.12
est: 0.28 (+300.0%)
3.35
est: 0.25 (+1,240.0%)
0.75
est: 0.46 (+63.0%)
0.47
est: -0.23 (+304.3%)
0.92
est: 1.72 (-46.5%)
0.67
0.67 – 0.67
-61.0% YoY
0.82
0.82 – 0.82
+22.4% YoY
0.87
0.87 – 0.87
+6.1% YoY
2.66
2.66 – 2.66
+205.7% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 A+ 4/5 5/5 4/5 5/5 4/5 3/5 3/5
2026-05-08 A 4/5 5/5 3/5 5/5 4/5 3/5 3/5
2026-05-07 A 4/5 5/5 3/5 5/5 4/5 3/5 3/5
2026-05-06 B+ 3/5 5/5 3/5 5/5 4/5 1/5 1/5
2026-05-05 B+ 3/5 5/5 3/5 5/5 4/5 1/5 1/5
2026-05-04 B 3/5 5/5 1/5 3/5 4/5 1/5 2/5
2026-05-01 B 3/5 5/5 1/5 3/5 4/5 1/5 2/5
2026-04-30 B 3/5 5/5 1/5 3/5 4/5 1/5 2/5
2026-04-29 B- 3/5 5/5 1/5 3/5 3/5 1/5 2/5
2026-04-28 B- 3/5 5/5 1/5 3/5 3/5 1/5 2/5
2026-04-27 B 3/5 5/5 1/5 4/5 3/5 1/5 2/5
2026-04-24 B 3/5 5/5 1/5 4/5 3/5 1/5 2/5
2026-04-23 B- 3/5 5/5 1/5 4/5 2/5 1/5 2/5
2026-04-22 B- 3/5 5/5 1/5 4/5 2/5 1/5 2/5
2026-04-21 B- 3/5 5/5 1/5 4/5 2/5 1/5 2/5
2026-04-20 B- 3/5 5/5 1/5 4/5 2/5 1/5 2/5
2026-04-17 B- 3/5 5/5 1/5 4/5 2/5 1/5 2/5
2026-04-16 B- 3/5 5/5 1/5 4/5 2/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
36.27M
OE per share TTM
1.36
Owner's Yield
9.69%
Maintenance CapEx ratio
21.69%
Maint CapEx / Avg PPE
2.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
17
Total invested
2.19M
Insider transactions (90d)
0
Beneficial owners (>5%)
18
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Howard S. Jonas 5.43M 23.77% 3.62M 1.81M 3.62M 1.81M IN United States 2011-11-08
2 GI Holdco II, LLC 2.08M 10.60% 2.08M HC Delaware 2013-12-10
3 GI Holdco, LLC 2.08M 10.60% 2.08M HC Delaware 2013-12-10
4 Guggenheim Capital, LLC 2.08M 10.60% 2.08M HC Delaware 2013-12-10
5 Guggenheim Partners Investment Management Holdings, LLC 2.08M 10.60% 2.08M HC Delaware 2013-12-10
6 Guggenheim Partners, LLC 2.08M 10.60% 2.08M HC Delaware 2013-12-10
7 Guggenheim Funds Investment Advisors, LLC 2.08M 10.60% 2.08M IA Delaware 2013-12-10
8 Guggenheim Funds Services Holdings, LLC 2.08M 10.60% 2.08M HC Delaware 2013-12-10
9 Guggenheim Funds Services, LLC 2.08M 10.60% 2.08M HC Delaware 2013-12-10
10 (1) BlackRock, Inc. 1.54M 6.00% 1.51M 1.54M HC Delaware 2024-01-29
11 The Vanguard Group - 23-1945930 1.00M 4.07% 4.5K 989.7K 12.1K IA Pennsylvania 2022-02-09
12 Michael H. Steinhardt 916.3K 3.64% 916.3K IN United States 2020-02-07
13 Steinhardt Overseas Management, L.P. 916.3K 3.64% 916.3K PN Delaware 2020-02-07
14 Ilex Partners, L.L.C. 916.3K 3.63% 916.3K OO Delaware 2020-02-07
15 Cato Master Fund, L.P. 87.6K 5.50% 87.6K 87.6K PN New York 2012-11-13
16 Cato Partners GP, LLC 87.6K 5.50% 87.6K 87.6K OO New York 2012-11-13
17 Cato Partners Management, LLC 87.6K 5.50% 87.6K 87.6K IA, OO New York 2012-11-13
18 Derk Cullinan 87.6K 5.50% 87.6K 87.6K HC, IN New York 2012-11-13

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
17
-98 vs prev Q
New positions
2
Closed positions
100
Increased
8
Reduced
2
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 BLACKROCK, INC. 2.17M -19.2K (-0.9%) 29.85M -2.8M (-8.6%) 8.29% -0.060 pp 0.00% 0.000 pp USD21.99 -37.3% 6 qtrs
2 VANGUARD GROUP INC 1.20M -13.7K (-1.1%) 16.47M -1.6M (-8.9%) 4.57% -0.045 pp 0.00% +0.000 pp USD10.10 +36.4% 57 qtrs
3 DIMENSIONAL FUND ADVISORS LP 898.5K -110.8K (-11.0%) 12.38M -2.7M (-17.9%) 3.44% -0.418 pp 0.00% -0.001 pp USD9.10 +51.4% 51 qtrs
4 J. GOLDMAN & CO LP 805.3K +616.0K (+325.4%) 11.10M +8.3M (+292.1%) 3.08% +2.359 pp 0.29% +0.221 pp USD14.06 -2.0% 17 qtrs
5 STATE STREET CORP 523.4K +46.3K (+9.7%) 7.21M +80.4K (+1.1%) 2.00% +0.180 pp 0.00% +0.000 pp USD16.91 -18.5% 51 qtrs
6 RENAISSANCE TECHNOLOGIES LLC 522.9K -40.8K (-7.2%) 7.21M -1.2M (-14.5%) 2.00% -0.153 pp 0.01% +0.000 pp USD8.67 +58.9% 57 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 483.4K -7.4K (-1.5%) 6.66M -677.0K (-9.2%) 1.85% -0.025 pp 0.00% 0.000 pp USD15.59 -11.6% 57 qtrs
8 JACOBS LEVY EQUITY MANAGEMENT, INC 228.7K -75.3K (-24.8%) 3.15M -1.4M (-30.7%) 0.88% -0.286 pp 0.01% -0.006 pp USD14.95 -7.8% 4 qtrs
9 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 202.2K +23.0K (+12.9%) 2.79M +107.7K (+4.0%) 0.77% +0.089 pp 0.00% 0.000 pp USD16.86 -18.3% 14 qtrs
10 KAHN BROTHERS GROUP INC 190.3K -1.6K (-0.8%) 2.62M -246.0K (-8.6%) 0.73% -0.005 pp 0.46% -0.075 pp USD6.78 +103.2% 16 qtrs
11 BANK OF NEW YORK MELLON CORP 188.2K -3.8K (-2.0%) 2.59M -276.5K (-9.6%) 0.72% -0.013 pp 0.00% 0.000 pp USD13.56 +1.6% 57 qtrs
12 MORGAN STANLEY 179.4K +67.1K (+59.8%) 2.47M +793.8K (+47.3%) 0.69% +0.258 pp 0.00% +0.000 pp USD19.47 -29.2% 51 qtrs
13 AMERICANA PARTNERS, LLC 165.4K +— (+0.0%) 2.28M -193.5K (-7.8%) 0.63% +0.001 pp 0.06% -0.012 pp USD16.24 -15.1% 7 qtrs
14 OLD WEST INVESTMENT MANAGEMENT, LLC 160.6K +— (+0.0%) 2.21M -187.9K (-7.8%) 0.61% +0.001 pp 0.40% -0.156 pp USD5.90 +133.6% 32 qtrs
15 NORTHERN TRUST CORP 148.3K -12.8K (-7.9%) 2.04M -364.4K (-15.1%) 0.57% -0.048 pp 0.00% +0.000 pp USD16.58 -16.9% 51 qtrs
16 VICTORY CAPITAL MANAGEMENT INC 127.0K +22.5K (+21.5%) 1.75M +187.8K (+12.0%) 0.49% +0.087 pp 0.00% +0.000 pp USD15.60 -11.7% 3 qtrs
17 GOLDMAN SACHS GROUP INC 109.8K +8.4K (+8.2%) 1.51M -3.4K (-0.2%) 0.42% +0.033 pp 0.00% +0.000 pp USD17.60 -21.7% 15 qtrs
18 MARTINGALE ASSET MANAGEMENT L P 87.2K -9.9K (-10.2%) 1.20M -250.1K (-17.2%) 0.33% -0.037 pp 0.03% -0.006 pp USD16.49 -16.4% 10 qtrs
19 QUANTINNO CAPITAL MANAGEMENT LP 79.7K +47.4K (+146.6%) 1.10M +615.4K (+127.3%) 0.31% +0.182 pp 0.00% +0.001 pp USD16.58 -16.9% 3 qtrs
20 CERITY PARTNERS LLC 74.0K -2.1K (-2.8%) 1.02M -118.3K (-10.4%) 0.28% -0.008 pp 0.00% 0.000 pp USD16.04 -14.1% 8 qtrs
21 LOS ANGELES CAPITAL MANAGEMENT LLC 68.9K +46.7K (+211.5%) 1.01M +684.4K (+207.1%) 0.26% +0.179 pp 0.00% +0.002 pp USD14.16 -2.7% 2 qtrs
22 AQR CAPITAL MANAGEMENT LLC 69.1K -529.0 (-0.8%) 952.5K -88.8K (-8.5%) 0.26% -0.002 pp 0.00% 0.000 pp USD17.80 -22.6% 8 qtrs
23 FIRST TRUST ADVISORS LP 66.2K +1.0K (+1.6%) 912.0K -61.7K (-6.3%) 0.25% +0.004 pp 0.00% 0.000 pp USD14.93 -7.7% 2 qtrs
24 MILLENNIUM MANAGEMENT LLC 61.2K -2.3K (-3.7%) 842.8K -106.3K (-11.2%) 0.23% -0.009 pp 0.00% 0.000 pp USD16.03 -14.0% 8 qtrs
25 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 60.5K -2.6K (-4.1%) 833.7K -109.7K (-11.6%) 0.23% -0.010 pp 0.00% +0.000 pp USD15.99 -13.8% 29 qtrs
26 NUVEEN, LLC 58.6K +— (+0.0%) 808.1K -68.6K (-7.8%) 0.22% +0.000 pp 0.00% +0.000 pp USD20.80 -33.8% 4 qtrs
27 AMERIPRISE FINANCIAL INC 58.6K -5.8K (-9.1%) 808.0K -156.0K (-16.2%) 0.22% -0.022 pp 0.00% +0.000 pp USD14.95 -7.8% 2 qtrs
28 CITADEL ADVISORS LLC 56.1K -35.8K (-38.9%) 773.6K -600.8K (-43.7%) 0.21% -0.136 pp 0.00% 0.000 pp USD21.58 -36.1% 13 qtrs
29 JPMORGAN CHASE & CO 56.0K -36.4K (-39.4%) 771.8K -609.4K (-44.1%) 0.21% -0.139 pp 0.00% +0.000 pp USD24.88 -44.6% 43 qtrs
30 RUSSELL INVESTMENTS GROUP, LTD. 54.0K -10.1K (-15.7%) 744.7K -213.7K (-22.3%) 0.21% -0.038 pp 0.00% 0.000 pp USD16.29 -15.4% 10 qtrs
31 BARCLAYS PLC 53.6K +33.0K (+159.9%) 738.4K +403.4K (+120.4%) 0.21% +0.126 pp 0.00% +0.000 pp USD18.05 -23.7% 14 qtrs
32 UBS GROUP AG 47.9K +7.6K (+19.0%) 659.8K +58.2K (+9.7%) 0.18% +0.030 pp 0.00% +0.000 pp USD15.29 -9.9% 45 qtrs
33 STRS OHIO 39.8K +1.0K (+2.6%) 548.4K -31.6K (-5.5%) 0.15% +0.004 pp 0.00% 0.000 pp USD15.03 -8.3% 11 qtrs
34 PRUDENTIAL FINANCIAL INC 33.9K -21.0K (-38.2%) 466.6K -353.2K (-43.1%) 0.13% -0.080 pp 0.00% 0.000 pp USD25.99 -47.0% 3 qtrs
35 WINTON GROUP LTD 33.3K -19.4K (-36.8%) 459.5K -329.7K (-41.8%) 0.13% -0.074 pp 0.02% -0.014 pp USD15.27 -9.8% 11 qtrs
36 INVESCO LTD. 32.7K +3.7K (+12.9%) 450.5K +17.5K (+4.0%) 0.13% +0.014 pp 0.00% +0.000 pp USD14.87 -7.3% 12 qtrs
37 GSA CAPITAL PARTNERS LLP 29.5K +687.0 (+2.4%) 407.0K -24.0K (-5.6%) 0.11% +0.003 pp 0.04% -0.001 pp USD15.81 -12.8% 12 qtrs
38 TREXQUANT INVESTMENT LP 29.5K +8.7K (+41.6%) 406.8K +95.0K (+30.5%) 0.11% +0.033 pp 0.00% +0.000 pp USD14.81 -7.0% 5 qtrs
39 FRANKLIN RESOURCES INC 29.3K +242.0 (+0.8%) 403.8K -30.7K (-7.1%) 0.11% +0.001 pp 0.00% +0.000 pp USD18.65 -26.1% 3 qtrs
40 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 28.3K +22.4K (+383.1%) 386.7K +299.2K (+342.1%) 0.11% +0.086 pp 0.00% +0.000 pp USD16.49 -16.4% 3 qtrs
41 QUBE RESEARCH & TECHNOLOGIES LTD 27.6K +27.6K (+100.0%) 380.1K +380.1K (+100.0%) 0.11% +0.106 pp 0.00% +0.000 pp USD13.78 +0.0% 1 qtrs NEW
42 PRICE T ROWE ASSOCIATES INC /MD/ 27.4K +4.0K (+17.3%) 379.0K +29.0K (+8.3%) 0.11% +0.016 pp 0.00% +0.000 pp USD14.85 -7.2% 57 qtrs
43 RHUMBLINE ADVISERS 26.6K -3.8K (-12.6%) 366.9K -88.6K (-19.4%) 0.10% -0.015 pp 0.00% 0.000 pp USD20.72 -33.5% 11 qtrs
44 STATE OF WISCONSIN INVESTMENT BOARD 26.5K -30.7K (-53.7%) 365.2K -490.0K (-57.3%) 0.10% -0.117 pp 0.00% -0.001 pp USD18.56 -25.8% 8 qtrs
45 WELLS FARGO & COMPANY/MN 24.5K +7.5K (+44.3%) 337.1K +83.7K (+33.0%) 0.09% +0.029 pp 0.00% +0.000 pp USD18.88 -27.0% 57 qtrs
46 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 23.1K -3.1K (-11.7%) 318.1K -72.9K (-18.7%) 0.09% -0.012 pp 0.00% 0.000 pp USD14.95 -7.8% 2 qtrs
47 BANK OF AMERICA CORP /DE/ 22.2K -2.0K (-8.1%) 306.1K -55.3K (-15.3%) 0.09% -0.007 pp 0.00% +0.000 pp USD24.64 -44.1% 52 qtrs
48 ENGINEERS GATE MANAGER LP 19.6K -15.1K (-43.6%) 270.1K -249.2K (-48.0%) 0.08% -0.058 pp 0.00% -0.003 pp USD14.95 -7.8% 4 qtrs
49 ALGERT GLOBAL LLC 19.4K -40.1K (-67.4%) 267.0K -622.0K (-70.0%) 0.07% -0.153 pp 0.00% -0.011 pp USD14.75 -6.6% 14 qtrs
50 DEUTSCHE BANK AG\ 19.2K +5.3K (+38.0%) 264.0K +56.5K (+27.2%) 0.07% +0.020 pp 0.00% +0.000 pp USD16.47 -16.3% 50 qtrs
51 BAILARD, INC. 19.1K +1.5K (+8.5%) 263.7K +32.0 (+0.0%) 0.07% +0.006 pp 0.01% +0.000 pp USD14.95 -7.8% 11 qtrs
52 TWO SIGMA INVESTMENTS, LP 18.6K -10.1K (-35.2%) 256.8K -173.1K (-40.3%) 0.07% -0.039 pp 0.00% 0.000 pp USD15.51 -11.2% 10 qtrs
53 STATE OF WYOMING 18.3K -427.0 (-2.3%) 251.6K -27.7K (-9.9%) 0.07% -0.002 pp 0.03% -0.004 pp USD14.95 -7.8% 2 qtrs
54 XTX TOPCO LTD 18.2K +18.2K (+100.0%) 250.7K +250.7K (+100.0%) 0.07% +0.070 pp 0.01% +0.007 pp USD13.78 +0.0% 1 qtrs NEW
55 BREVAN HOWARD CAPITAL MANAGEMENT LP 17.8K -3.0K (-14.4%) 244.8K -65.4K (-21.1%) 0.07% -0.011 pp 0.00% +0.001 pp USD14.95 -7.8% 2 qtrs
56 ALLIANCEBERNSTEIN L.P. 17.0K -79.4K (-82.4%) 234.4K -1.2M (-83.7%) 0.07% -0.303 pp 0.00% 0.000 pp USD22.16 -37.8% 10 qtrs
57 MERCER GLOBAL ADVISORS INC /ADV 16.7K +16.7K (+100.0%) 230.0K +230.0K (+100.0%) 0.06% +0.064 pp 0.00% +0.000 pp USD13.78 +0.0% 1 qtrs NEW
58 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15.9K +5.2K (+48.4%) 221.6K +56.0K (+33.8%) 0.06% +0.020 pp 0.00% +0.000 pp USD14.57 -5.4% 2 qtrs
59 METIS GLOBAL PARTNERS, LLC 15.6K +5.4K (+52.5%) 215.3K +62.2K (+40.6%) 0.06% +0.021 pp 0.01% +0.002 pp USD14.40 -4.3% 10 qtrs
60 INTECH INVESTMENT MANAGEMENT LLC 14.8K +— (+0.0%) 203.6K -17.3K (-7.8%) 0.06% +0.000 pp 0.00% 0.000 pp USD17.59 -21.7% 4 qtrs
61 PHARVISION ADVISERS, LLC 13.6K -380.0 (-2.7%) 187.8K -21.6K (-10.3%) 0.05% -0.001 pp 0.10% -0.023 pp USD14.95 -7.8% 2 qtrs
62 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 13.4K +3.4K (+34.1%) 184.4K +35.2K (+23.6%) 0.05% +0.013 pp 0.00% +0.000 pp USD17.78 -22.5% 7 qtrs
63 MARSHALL WACE, LLP 12.4K +12.4K (+100.0%) 170.5K +170.5K (+100.0%) 0.05% +0.047 pp 0.00% +0.000 pp USD13.78 +0.0% 7 qtrs
64 MAN GROUP PLC 12.0K +644.0 (+5.7%) 165.8K -4.5K (-2.6%) 0.05% +0.003 pp 0.00% +0.000 pp USD15.53 -11.3% 13 qtrs
65 METLIFE INVESTMENT MANAGEMENT, LLC 11.9K -764.0 (-6.0%) 163.8K -25.3K (-13.4%) 0.05% -0.003 pp 0.00% 0.000 pp USD19.88 -30.7% 11 qtrs
66 PROSHARE ADVISORS LLC 11.6K +11.6K (+100.0%) 160.4K +160.4K (+100.0%) 0.04% +0.045 pp 0.00% +0.000 pp USD13.78 +0.0% 1 qtrs NEW
67 VISE TECHNOLOGIES, INC. 11.5K +11.5K (+100.0%) 159.1K +159.1K (+100.0%) 0.04% +0.044 pp 0.00% +0.003 pp USD13.78 +0.0% 1 qtrs NEW
68 VIRTUS ETF ADVISERS LLC 8.3K +— (+0.0%) 114.6K -9.7K (-7.8%) 0.03% +0.000 pp 0.05% -0.014 pp USD26.88 -48.7% 3 qtrs
69 AQUATIC CAPITAL MANAGEMENT LLC 7.1K +7.1K (+100.0%) 97.3K +97.3K (+100.0%) 0.03% +0.027 pp 0.00% +0.003 pp USD13.78 +0.0% 1 qtrs NEW
70 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 6.2K +— (+0.0%) 84.9K -7.2K (-7.8%) 0.02% +0.000 pp 0.00% +0.000 pp USD17.37 -20.7% 5 qtrs
71 NEW YORK STATE COMMON RETIREMENT FUND 6.0K +— (+0.0%) 82.2K -7.0K (-7.8%) 0.02% +0.000 pp 0.00% +0.000 pp USD21.28 -35.2% 11 qtrs
72 ADVISOR GROUP HOLDINGS, INC. 5.8K -39.2K (-87.0%) 80.4K -607.1K (-88.3%) 0.02% -0.150 pp 0.00% -0.001 pp USD21.77 -36.7% 21 qtrs
73 BNP PARIBAS ARBITRAGE, SNC 4.8K +477.0 (+11.0%) 66.1K +1.5K (+2.4%) 0.02% +0.002 pp 0.00% +0.000 pp USD14.73 -6.4% 12 qtrs
74 NEW AGE ALPHA ADVISORS, LLC 3.3K -444.0 (-12.0%) 44.9K -10.4K (-18.9%) 0.01% -0.002 pp 0.00% 0.000 pp USD26.88 -48.7% 3 qtrs
75 LEGAL & GENERAL GROUP PLC 3.1K -2.0K (-39.1%) 43.3K -33.8K (-43.9%) 0.01% -0.008 pp 0.00% +0.000 pp USD26.03 -47.1% 11 qtrs
76 STATE OF ALASKA, DEPARTMENT OF REVENUE 2.8K +2.0K (+236.5%) 38.0K +26.0K (+216.7%) 0.01% +0.008 pp 0.00% +0.000 pp USD14.13 -2.5% 2 qtrs
77 FEDERATED HERMES, INC. 2.4K +— (+0.0%) 33.2K -2.8K (-7.8%) 0.01% +0.000 pp 0.00% +0.000 pp USD19.85 -30.6% 13 qtrs
78 AMERITAS INVESTMENT PARTNERS, INC. 2.2K +— (+0.0%) 29.9K -2.5K (-7.8%) 0.01% +0.000 pp 0.00% 0.000 pp USD21.10 -34.7% 11 qtrs
79 TOWER RESEARCH CAPITAL LLC (TRC) 2.1K +445.0 (+26.6%) 29.2K +4.2K (+16.7%) 0.01% +0.002 pp 0.00% +0.000 pp USD15.75 -12.5% 17 qtrs
80 QUEST PARTNERS LLC 1.9K +337.0 (+20.9%) 26.8K +2.8K (+11.5%) 0.01% +0.001 pp 0.00% 0.000 pp USD24.61 -44.0% 6 qtrs
81 1.5K +1.5K (+100.0%) 20.7K +20.7K (+100.0%) 0.01% +0.006 pp 0.02% +0.019 pp USD13.78 +0.0% 1 qtrs NEW
82 VERSANT CAPITAL MANAGEMENT, INC 1.4K +1.4K (+100.0%) 19.0K +19.0K (+100.0%) 0.01% +0.005 pp 0.00% +0.002 pp USD13.78 +0.0% 1 qtrs NEW
83 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1.3K -35.0 (-2.6%) 17.8K -2.0K (-10.3%) 0.00% 0.000 pp 0.00% +0.000 pp USD25.66 -46.3% 11 qtrs
84 STERLING CAPITAL MANAGEMENT LLC 1.1K -222.0 (-16.7%) 15.2K -4.6K (-23.2%) 0.00% -0.001 pp 0.00% +0.000 pp USD18.52 -25.6% 6 qtrs
85 QUARRY LP 1.0K -1.3K (-56.7%) 13.9K -20.9K (-60.1%) 0.00% -0.005 pp 0.00% -0.006 pp USD14.95 -7.8% 2 qtrs
86 SMARTLEAF ASSET MANAGEMENT LLC 866.00 +866.0 (+100.0%) 12.1K +12.1K (+100.0%) 0.00% +0.003 pp 0.00% +0.001 pp USD13.78 +0.0% 1 qtrs NEW
87 FMR LLC 782.00 -446.0 (-36.3%) 10.8K -7.6K (-41.3%) 0.00% -0.002 pp 0.00% +0.000 pp USD17.96 -23.3% 16 qtrs
88 TD WATERHOUSE CANADA INC. 700.00 +700.0 (+100.0%) 9.6K +9.6K (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD13.78 +0.0% 1 qtrs NEW
89 PNC FINANCIAL SERVICES GROUP, INC. 668.00 +337.0 (+101.8%) 9.2K +4.3K (+86.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD14.87 -7.3% 5 qtrs
90 ROYAL BANK OF CANADA 619.00 -14.3K (-95.8%) 9.0K -213.0K (-95.9%) 0.00% -0.055 pp 0.00% +0.000 pp USD23.33 -40.9% 13 qtrs
91 AMALGAMATED BANK 660.00 -7.0 (-1.0%) 9.0K -1.0K (-10.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.14 -2.5% 11 qtrs
92 ROCKEFELLER CAPITAL MANAGEMENT L.P. 606.00 +606.0 (+100.0%) 8.4K +8.4K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD13.78 +0.0% 1 qtrs NEW
93 JONES FINANCIAL COMPANIES LLLP 552.00 -1.0K (-64.5%) 7.6K -16.2K (-68.1%) 0.00% -0.004 pp 0.00% +0.000 pp USD15.18 -9.2% 5 qtrs
94 COVESTOR LTD 539.00 +15.0 (+2.9%) 7.0K -1.0K (-12.5%) 0.00% +0.000 pp 0.00% -0.001 pp USD26.16 -47.3% 3 qtrs
95 CITIGROUP INC 483.00 -423.0 (-46.7%) 6.7K -6.9K (-50.9%) 0.00% -0.002 pp 0.00% +0.000 pp USD17.66 -22.0% 14 qtrs
96 CWM, LLC 426.00 -668.0 (-61.1%) 6.0K -10.0K (-62.5%) 0.00% -0.003 pp 0.00% +0.000 pp USD19.90 -30.8% 8 qtrs
97 SRS CAPITAL ADVISORS, INC. 349.00 -378.0 (-52.0%) 4.8K -6.1K (-55.7%) 0.00% -0.001 pp 0.00% +0.000 pp USD14.96 -7.9% 4 qtrs
98 OPTIVER HOLDING B.V. 332.00 +— (+0.0%) 4.6K -388.0 (-7.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.95 -7.8% 2 qtrs
99 UBS ASSET MANAGEMENT AMERICAS INC 326.00 +326.0 (+100.0%) 4.5K +4.5K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD13.78 +0.0% 1 qtrs NEW
100 GROUP ONE TRADING, L.P. 324.00 -248.0 (-43.4%) 4.5K -4.1K (-47.8%) 0.00% -0.001 pp 0.00% +0.000 pp USD14.95 -7.8% 2 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 70 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 First Trust Dow Jones Select MicroCap Index Fund FDM 0.37% 974.0K 0.65%
2 Royce Quant Small-Cap Quality Value ETF SQLV 0.23% 66.5K 0.60%
3 WisdomTree U.S. SmallCap Dividend Fund DES 0.08% 1.75M 0.38%
4 iShares Micro-Cap ETF IWC 0.07% 987.1K 0.60%
5 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.04% 467.9K 0.20%
6 Schwab International Small-Cap Equity ETF SCHC 0.04% 2.06M 0.06%
7 Schwab Fundamental International Small Company Index ETF FNDC 0.03% 975.7K 0.39%
8 U.S. Micro Cap Portfolio ETF DFMC 0.03% 2.10M 0.43%
9 Invesco Russell 2000 Dynamic Multifactor ETF OMFS 0.02% 60.2K 0.39%
10 iShares Russell 2000 Value ETF IWN 0.02% 2.76M 0.24%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
0.41
Bearish
Buys
3
Sells
3
Shares acquired
12.4K
Shares disposed
30.3K
Cash buys
Cash sales
Net activity
-17,930
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-02-10 STEIN MICHAEL M Officer F-InKind D Class B Common Stock, par value $.01 per share 15,015 14.13 212.2K 538,015 D
2026-02-10 JONAS HOWARD S Director / 10% Owner F-InKind D Class B Common Stock, $.01 par value per share 11,114 14.13 157.0K 700,104 D
2026-02-10 GOLDIN AVI Officer F-InKind D Class B Common Stock, par value $.01 per share 4,220 14.13 59.6K 92,271 D
2026-01-05 SASS ALLAN Director A-Award A Class B Common Stock, par value $.01 per share 2,920 13.67 39.9K 41,610 D
2026-01-05 ROSENTHAL ALAN B Director A-Award A Class B Common Stock, par value $.01 per share 2,920 13.67 39.9K 29,773 D
2026-01-05 PERRY WILLIAM WESLEY Director A-Award A Class B Common Stock, par value $.01 per share 6,579 13.67 89.9K 171,934 D
2025-11-18 GOLDIN AVI Officer S-Sale D Class B Common Stock, par value $.01 per share 12,000 14.61 175.4K 96,491 D
2025-08-03 STEIN MICHAEL M Officer F-InKind D Class B Common Stock, par value $.01 per share 10,845 20.15 218.5K 553,030 D
2025-08-03 JONAS HOWARD S Director / 10% Owner F-InKind D Class B Common Stock, $.01 par value per share 10,420 20.15 210.0K 711,218 D
2025-08-03 GOLDIN AVI Officer F-InKind D Class B Common Stock, par value $.01 per share 6,415 20.15 129.3K 108,491 D
2025-08-01 STEIN MICHAEL M Officer F-InKind D Class B Common Stock, par value $.01 per share 15,063 20.10 302.8K 563,875 D
2025-08-01 JONAS HOWARD S Director / 10% Owner F-InKind D Class B Common Stock, $.01 par value per share 7,105 20.10 142.8K 721,638 D
2025-08-01 GOLDIN AVI Officer F-InKind D Class B Common Stock, par value $.01 per share 6,791 20.10 136.5K 114,906 D
2025-05-29 STEIN MICHAEL M Officer G-Gift D Class B Common Stock, par value $.01 per share 4,000 0.00 578,938 D
2025-05-29 GOLDIN AVI Officer G-Gift D Class B Common Stock, par value $.01 per share 1,200 0.00 121,697 D
2025-05-15 SASS ALLAN Director S-Sale D Class B Common Stock, par value $.01 per share 2,920 17.72 51.8K 38,690 D
2025-05-14 STEIN MICHAEL M Officer J-Other A Class B Common Stock, par value $.01 per share 258,732 0.00 260,288 I
2025-03-20 JONAS HOWARD S Director / 10% Owner G-Gift D Class B Common Stock, $.01 par value per share 2,565 0.00 728,743 D
2025-02-10 STEIN MICHAEL M Officer F-InKind D Class B Common Stock, par value $.01 per share 10,296 14.39 148.1K 582,938 D
2025-02-10 JONAS HOWARD S Director / 10% Owner F-InKind D Class B Common Stock, $.01 par value per share 11,007 14.39 158.3K 731,308 D
2025-02-10 GOLDIN AVI Officer F-InKind D Class B Common Stock, par value $.01 per share 4,802 14.39 69.1K 122,897 D
2025-01-06 SASS ALLAN Director A-Award A Class B Common Stock, par value $.01 per share 2,920 15.46 45.1K 41,610 D
2025-01-06 ROSENTHAL ALAN B Director A-Award A Class B Common Stock, par value $.01 per share 2,920 15.46 45.1K 26,853 D
2025-01-06 PERRY WILLIAM WESLEY Director A-Award A Class B Common Stock, par value $.01 per share 6,155 15.46 95.1K 165,355 D
2024-11-20 GOLDIN AVI Officer S-Sale D Class B Common Stock, par value $.01 per share 7,300 15.42 112.6K 127,699 D
2024-11-12 JONAS HOWARD S Director / 10% Owner J-Other A Class B Common Stock, $.01 par value per share 533,274 0.00 742,315 D
2024-09-27 JONAS HOWARD S Director / 10% Owner G-Gift D Class B Common Stock, par value $.01 per share 2,204 0.00 209,041 D
2024-09-12 COURTER JAMES A Director S-Sale D Class B Common Stock, par value $.01 per share 3,675 17.19 63.2K 0
2024-09-11 GOLDIN AVI Officer S-Sale D Class B Common Stock, par value $.01 per share 400 17.19 6.9K 0
2024-08-03 STEIN MICHAEL M Officer F-InKind D Class B Common Stock, par value $.01 per share 10,845 16.13 174.9K 593,234
2024-08-03 JONAS HOWARD S Director / 10% Owner F-InKind D Class B Common Stock, par value $.01 per share 10,421 16.13 168.0K 211,245
2024-08-03 GOLDIN AVI Officer F-InKind D Class B Common Stock, par value $.01 per share 14,448 16.13 233.0K 134,999
2024-08-01 STEIN MICHAEL M Officer A-Award A Class B Common Stock, par value $.01 per share 125,000 17.00 2.13M 604,079
2024-08-01 JONAS HOWARD S Director / 10% Owner A-Award A Class B Common Stock, par value $.01 per share 75,000 17.00 1.28M 221,666
2024-08-01 GOLDIN AVI Officer A-Award A Class B Common Stock, par value $.01 per share 32,100 17.00 545.7K 149,447
2024-07-24 JONAS HOWARD S Director / 10% Owner J-Other A Class B Common Stock, par value $.01 per share 950,398 0.00 950,398
2024-06-14 JONAS HOWARD S Director / 10% Owner J-Other A Class B Common Stock, par value $.01 per share 950,398 0.00 950,398
2024-05-16 JONAS HOWARD S Director / 10% Owner G-Gift A Class B Common Stock, par value $.01 per share 950,398 0.00 950,398
2024-04-08 JONAS HOWARD S Director / 10% Owner J-Other A Class A Common Stock, $.01 par value per share 196,791 0.00 1,574,326
2024-04-05 JONAS HOWARD S Director / 10% Owner J-Other D Class B Common Stock, par value $.01 per share 876,911 0.00 0
2024-02-10 STEIN MICHAEL M Officer F-InKind D Class B Common Stock, par value $.01 per share 10,846 18.61 201.8K 479,079
2024-02-10 JONAS HOWARD S Director / 10% Owner F-InKind D Class B Common Stock, par value $.01 per share 10,055 18.61 187.1K 222,910
2024-02-10 GOLDIN AVI Officer F-InKind D Class B Common Stock, par value $.01 per share 6,336 18.61 117.9K 131,927
2024-02-09 JONAS HOWARD S Director / 10% Owner M-Exempt A Class B Common Stock, par value $.01 per share 126,176 8.05 1.02M 309,509
2024-01-24 JONAS HOWARD S Director / 10% Owner J-Other A Class B Common Stock, par value $.01 per share 876,911 0.00 876,911
2024-01-05 SASS ALLAN Director A-Award A Class B Common Stock, $.01 par value per share 2,920 28.91 84.4K 38,690
2024-01-05 ROSENTHAL ALAN B Director A-Award A Class B Common Stock, $.01 par value per share 2,920 28.91 84.4K 23,933
2024-01-05 PERRY WILLIAM WESLEY Director A-Award A Class B Common Stock, $.01 par value per share 4,650 28.91 134.4K 159,200
2024-01-05 JONAS HOWARD S Director / 10% Owner F-InKind D Class B Common Stock, par value $.01 per share 15,792 28.91 456.5K 1,060,244
2023-12-15 ROSENTHAL ALAN B Director S-Sale D Class B Common Stock, $.01 par value per share 14,990 27.78 416.4K 21,013
2023-12-11 MASON JOYCE J Director S-Sale D Class B Common Stock, par value $.01 par value per share 2,182 26.56 58.0K 2,800
2023-12-05 MASON JOYCE J Director S-Sale D Class B Common Stock, par value $.01 par value per share 2,012 23.53 47.3K 16,000
2023-11-29 GOLDIN AVI Officer S-Sale D Class B Common Stock, $.01 par value per share 3,500 24.18 84.6K 138,263
2023-11-27 COURTER JAMES A Director S-Sale D Class B Common Stock, par value $.01 per share 12,725 24.45 311.1K 303,632
2023-11-21 COURTER JAMES A Director S-Sale D Class B Common Stock, par value $.01 per share 13,558 24.64 334.1K 316,357
2023-11-20 COURTER JAMES A Director S-Sale D Class B Common Stock, par value $.01 per share 13,717 24.55 336.8K 329,915
2023-11-15 JONAS HOWARD S Director / 10% Owner J-Other A Class A Common Stock, par value $.01 per share 1,377,535 0.00 1,377,535
2023-11-14 JONAS HOWARD S Director / 10% Owner G-Gift D Class B Common Stock, par value $.01 per share 1,844 0.00 1,076,036
2023-11-13 STEIN MICHAEL M Officer G-Gift D Class B Common Stock, par value $.01 per share 4,000 0.00 489,925
2023-11-10 GOLDIN AVI Officer S-Sale D Class B Common Stock, $.01 par value per share 6,500 24.06 156.4K 141,763
2023-11-04 STEIN MICHAEL M Officer F-InKind D Class B Common Stock, par value $.01 per share 26,683 20.62 550.1K 493,925
2023-08-14 ROSENTHAL ALAN B Director S-Sale D Class B Common Stock, $.01 par value per share 2,500 15.52 38.8K 0
2023-08-14 JONAS HOWARD S Director / 10% Owner J-Other D Class B Common Stock, par value $.01 per share 40,110 13.50 541.5K 1,077,880
2023-08-03 STEIN MICHAEL M Officer F-InKind D Class B Common Stock, par value $.01 per share 9,384 13.30 124.8K 520,608
2023-08-03 JONAS HOWARD S Director / 10% Owner F-InKind D Class B Common Stock, par value $.01 per share 11,613 13.30 154.5K 1,117,990
2023-08-03 GOLDIN AVI Officer F-InKind D Class B Common Stock, $.01 par value per share 12,220 13.30 162.5K 148,263
2023-07-11 JONAS HOWARD S Director / 10% Owner J-Other D Class B Common Stock, par value $.01 per share 389,093 13.36 5.20M 1,129,603
2023-06-16 SASS ALLAN Director J-Other D Series 2012 - A Preferred Stock, $.01 par value per share 6,000 8.63 51.8K 0
2023-06-16 GOLDIN AVI Officer J-Other D Series 2012-A Preferred Stock, $.01 par value per share 112 8.63 967.11 0
2023-06-06 JONAS HOWARD S Director / 10% Owner X-InTheMoney A Class B Common Stock, par value $.01 per share 1,048,218 4.77 5.00M 1,518,696
2023-05-11 STEIN MICHAEL M Officer A-Award A Class B Common Stock, par value $.01 per share 90,000 14.13 1.27M 529,992
2023-05-11 JONAS HOWARD S Director / 10% Owner A-Award A Class B Common Stock, par value $.01 per share 110,000 14.13 1.55M 470,478
2023-05-11 GOLDIN AVI Officer A-Award A Class B Common Stock, $.01 par value per share 30,000 14.13 423.8K 160,483
2023-05-05 JONAS HOWARD S Director / 10% Owner F-InKind D Class B Common Stock, par value $.01 per share 158,109 15.34 2.43M 470,478
2023-03-17 GOLDIN AVI Officer G-Gift D Class B Common Stock, $.01 par value per share 3,400 0.00 160,483
2023-03-15 JONAS HOWARD S Director / 10% Owner G-Gift A Class B Common Stock, par value $.01 per share 1,000,156 0.00 1,085,645
2023-02-10 STEIN MICHAEL M Officer M-Exempt D Deferred Stock Units 90,000 0.00 0
2023-02-10 JONAS HOWARD S Director M-Exempt D Deferred Stock Units 110,000 0.00 0
2023-02-10 GOLDIN AVI Officer M-Exempt D Deferred stock Units 30,000 0.00 0
2023-01-05 SASS ALLAN Director A-Award A Class B Common Stock, $.01 par value per share 2,920 10.14 29.6K 35,770
2023-01-05 ROSENTHAL ALAN B Director A-Award A Class B Common Stock, $.01 par value per share 2,920 10.14 29.6K 36,003
2023-01-05 PERRY WILLIAM WESLEY Director A-Award A Class B Common Stock, $.01 par value per share 7,853 10.14 79.6K 154,550
2023-01-05 JONAS HOWARD S Director F-InKind D Class B Common Stock, par value $.01 per share 14,217 10.14 144.1K 162,449
2022-11-04 STEIN MICHAEL M Officer F-InKind D Class B Common Stock, par value $.01 per share 14,906 10.61 158.1K 439,992
2022-08-17 JONAS HOWARD S Director G-Gift A Class B Common Stock, par value $.01 per share 628,640 0.00 628,640
2022-08-15 JONAS HOWARD S Director G-Gift A Class B Common Stock, par value $.01 per share 525,745 0.00 805,306
2022-08-03 STEIN MICHAEL M Officer A-Award A Class B Common Stock, par value $.01 per share 90,000 0.00 454,898
2022-08-03 JONAS HOWARD S Director A-Award A Class B Common Stock, par value $.01 per share 110,000 0.00 279,561
2022-08-03 GOLDIN AVI Officer F-InKind D Class B Common Stock, $.01 par value per share 9,233 10.26 94.7K 103,883
2022-02-11 STEIN MICHAEL M Officer A-Award A Deferred Stock Units 90,000 0.00 90,000
2022-02-11 JONAS HOWARD S Director A-Award A Deferred Stock Units 110,000 0.00 110,000
2022-02-11 GOLDIN AVI Officer A-Award A Deferred Stock Units 30,000 0.00 30,000
2022-01-05 SASS ALLAN Director A-Award A Class B Common Stock, $.01 par value per share 2,920 5.60 16.3K 32,850
2022-01-05 ROSENTHAL ALAN B Director A-Award A Class B Common Stock, $.01 par value per share 2,920 5.60 16.3K 33,083
2022-01-05 PERRY WILLIAM WESLEY Director A-Award A Class B Common Stock, $.01 par value per share 11,857 5.60 66.3K 146,697
2022-01-05 JONAS HOWARD S Director F-InKind D Class B Common Stock, par value $.01 per share 10,837 5.60 60.6K 169,561
2021-11-04 STEIN MICHAEL M Officer F-InKind D Class B Common Stock, par value $.01 per share 22,485 4.99 112.1K 364,898
2021-11-02 JONAS HOWARD S Director G-Gift D Class B Common Stock, par value $.01 per share 764,312 0.00 180,398
2021-10-12 PERRY WILLIAM WESLEY Director J-Other A Class B Common Stock, $.01 par value per share 36,591 6.53 238.9K 134,840
2021-10-06 JONAS HOWARD S Director G-Gift A Class B Common Stock, par value $.01 per share 235,844 0.00 235,844
2021-09-17 STEIN MICHAEL M Officer A-Award A Class B Common Stock, par value $.01 per share 80,398 0.00 387,383
2021-09-17 JONAS HOWARD S Director A-Award A Class B Common Stock, par value $.01 per share 80,398 0.00 1,180,554
2021-09-17 GOLDIN AVI Officer A-Award A Class B Common Stock, $.01 par value per share 13,400 0.00 98,536
2021-08-17 JONAS HOWARD S Director G-Gift A Class B Common Stock, par value $.01 per share 980,601 0.00 1,100,156
2021-08-04 GOLDIN AVI Officer A-Award A Class B Common Stock, $.01 par value per share 43,740 5.83 255.0K 85,136
2021-08-03 GOLDIN AVI Officer F-InKind D Class B Common Stock, $.01 par value per share 7,463 5.95 44.4K 41,396
2021-05-12 MASON JOYCE J Director I Class B Common Stock, par value $.01 per share 0 0.00 4,982
2021-02-11 STEIN MICHAEL M Officer A-Award A Deferred Stock Units 90,000 0.00 90,000
2021-02-11 JONAS HOWARD S Director / 10% Owner A-Award A Class B Common Stock, par value $.01 per share 19,555 8.31 162.5K 119,555
2021-02-11 GOLDIN AVI Officer A-Award A Deferred Stock Units 30,000 0.00 30,000
2021-01-05 SASS ALLAN Director A-Award A Class B Common Stock, $.01 par value per share 2,920 7.24 21.1K 29,930
2021-01-05 ROSENTHAL ALAN B Director A-Award A Class B Common Stock, $.01 par value per share 2,920 7.24 21.1K 30,163
2021-01-05 PERRY WILLIAM WESLEY Director A-Award A Class B Common Stock, $.01 par value per share 9,826 7.24 71.1K 98,249
2021-01-05 JONAS HOWARD S Director / 10% Owner A-Award A Class B Common Stock, par value $.01 per share 100,000 7.24 724.0K 100,000
2020-12-02 JONAS HOWARD S Director / 10% Owner G-Gift A Class B Common Stock, par value $.01 per share 625,065 0.00 625,065
2020-11-22 JONAS HOWARD S Director / 10% Owner G-Gift D Class B Common Stock, par value $.01 per share 625,065 0.00 1,066,090
2020-11-04 STEIN MICHAEL M Officer A-Award A Class B Common Stock, par value $.01 per share 157,344 0.00 306,985
2020-11-02 STEIN MICHAEL M Officer F-InKind D Class B Common Stock, par value $.01 per share 23,743 8.33 197.7K 149,641
2020-08-03 GOLDIN AVI Officer F-InKind D Class B Common Stock, $.01 par value per share 9,892 8.12 80.3K 48,859
2020-04-20 JONAS HOWARD S Director / 10% Owner J-Other D Class B Common Stock, par value $.01 per share 22,766 0.00 0
2020-04-06 JONAS HOWARD S Director / 10% Owner J-Other D Class A Common Stock, par value $.01 per share 1,574,326 0.00 0
2020-02-11 STEIN MICHAEL M Officer A-Award A Deferred Stock Units 90,000 0.00 90,000
2020-02-11 JONAS HOWARD S Director / Officer / 10% Owner A-Award A Deferred Stock Units 110,000 0.00 110,000
2020-02-11 GOLDIN AVI Officer A-Award A Deferred Stock Units 30,000 0.00 30,000
2020-01-06 SASS ALLAN Director A-Award A Class B Common Stock, $.01 par value per share 2,920 7.64 22.3K 27,010
2020-01-06 ROSENTHAL ALAN B Director A-Award A Class B Common Stock, $.01 par value per share 2,920 7.64 22.3K 27,243
2020-01-06 PERRY WILLIAM WESLEY Director A-Award A Class B Common Stock, $.01 par value per share 9,469 7.64 72.3K 88,423
2019-12-16 GOLDIN AVI Officer S-Sale D Class B Common Stock, $.01 par value per share 4,773 8.10 38.7K 58,751
2019-11-26 ROSENTHAL ALAN B Director S-Sale D Class B Common Stock, $.01 par value per share 5,000 8.20 41.0K 17,500
2019-11-01 STEIN MICHAEL M Officer F-InKind D Class B Common Stock, par value $.01 per share 20,193 7.58 153.0K 173,384
2019-08-15 JONAS HOWARD S Director / Officer / 10% Owner G-Gift A Class B Common Stock, par value $.01 per share 1,691,155 0.00 1,691,155
2019-08-08 COURTER JAMES A Director P-Purchase A Class B Common Stock, par value $.01 per share 30,000 7.02 210.7K 343,632
2019-08-07 JONAS HOWARD S Director / Officer / 10% Owner J-Other A Class B Common Stock, par value $.01 per share 1,691,155 0.00 1,691,155
2019-08-07 COURTER JAMES A Director P-Purchase A Class B Common Stock, par value $.01 per share 26,649 7.00 186.4K 313,632
2019-08-01 GOLDIN AVI Officer F-InKind D Class B Common Stock, $.01 par value per share 5,493 11.23 61.7K 63,524
2019-07-23 JONAS HOWARD S Director / Officer / 10% Owner J-Other A Class B Common Stock, par value $.01 per share 1,691,155 0.00 1,691,155
2019-07-03 JONAS HOWARD S Director / Officer / 10% Owner J-Other A Class B Common Stock, par value $.01 per share 1,595,121 0.00 1,724,955
2019-03-19 JONAS HOWARD S Director / Officer / 10% Owner J-Other A Class B Common Stock, par value $.01 per share 2,921 0.00 489,113
2019-02-12 JONAS HOWARD S Director / Officer / 10% Owner A-Award A Employee Stock Option (Right to Buy) 126,176 8.05 1.02M 126,176
2019-01-05 SASS ALLAN Director A-Award A Class B Common Stock, $.01 par value per share 2,920 6.79 19.8K 24,090
2019-01-05 ROSENTHAL ALAN B Director A-Award A Class B Common Stock, $.01 par value per share 2,920 6.79 19.8K 24,323
2019-01-05 PERRY WILLIAM WESLEY Director A-Award A Class B Common Stock, $.01 par value per share 10,284 6.79 69.8K 78,954
2018-11-01 STEIN MICHAEL M Officer F-InKind D Class B Common Stock, par value $.01 per share 20,193 5.26 106.1K 193,577
2018-09-20 JONAS HOWARD S Director / Officer / 10% Owner J-Other A Class B Common Stock, par value $.01 per share 11,120 0.00 487,406
2018-09-17 JONAS HOWARD S Director / Officer / 10% Owner J-Other A Class B Common Stock, par value $.01 per share 57,825 0.00 501,704
2018-08-23 JONAS HOWARD S Director / Officer / 10% Owner J-Other D Class B Common Stock, par value $.01 per share 1,058,915 0.00 520,422
2018-08-10 GOLDIN AVI Officer A-Award A Class B Common Stock, $.01 par value per share 48,110 0.00 69,017
2018-08-01 STEIN MICHAEL M Officer A-Award A Class B Common Stock, par value $.01 per share 22,790 0.00 222,594
2018-08-01 JONAS HOWARD S Director / Officer / 10% Owner A-Award A Class B Common Stock, par value $.01 per share 227,899 0.00 227,899
2018-08-01 GOLDIN AVI Officer A-Award A Class B Common Stock, $.01 par value per share 14,931 0.00 26,050
2018-07-12 JONAS HOWARD S Director / Officer / 10% Owner J-Other D Class B Common Stock, par value $.01 per share 22,766 0.00 0
2018-07-10 JONAS HOWARD S Director / Officer / 10% Owner J-Other A Class B Common Stock, par value $.01 per share 3,452,216 0.00 4,062,488
2018-06-08 JONAS HOWARD S Director / Officer / 10% Owner A-Award A Class B Common Stock Warrants (Right to Buy) 1,048,218 4.77 5.00M 1,048,218
2018-05-07 STEIN MICHAEL M Officer A-Award A Class B Common Stock, par value $.01 per share 157,344 0.00 199,804
2018-05-07 JONAS HOWARD S Director / Officer / 10% Owner A-Award A Employee Stock Option (Right to Buy) 51,362 4.34 222.9K 0
2018-04-25 JONAS HOWARD S Director / Officer / 10% Owner J-Other A Class B Common Stock, par value $.01 per share 1,423,990 0.00 2,322,908
2018-01-05 SASS ALLAN Director A-Award A Class B Common Stock, $.01 par value per share 2,920 4.47 13.1K 21,170
2018-01-05 ROSENTHAL ALAN B Director A-Award A Class B Common Stock, $.01 par value per share 2,920 4.47 13.1K 21,403
2018-01-05 PERRY WILLIAM WESLEY Director A-Award A Class B Common Stock, $.01 par value per share 13,958 4.47 62.4K 77,003
2017-11-28 JONAS HOWARD S Director / Officer / 10% Owner J-Other D Class B Common Stock, par value $.01 per share 625,612 0.00 1,579,337
2017-11-13 COURTER JAMES A Director S-Sale D Class B Common Stock, par value $.01 per share 5,000 5.24 26.2K 286,983
2017-10-30 COURTER JAMES A Director S-Sale D Class B Common Stock, par value $.01 per share 5,000 5.62 28.1K 291,983
2017-10-12 COURTER JAMES A Director S-Sale D Class B Common Stock, par value $.01 per share 5,000 6.53 32.7K 296,983
2017-09-28 COURTER JAMES A Director S-Sale D Class B Common Stock, par value $.01 per share 5,000 6.71 33.6K 301,983
2017-09-12 COURTER JAMES A Director S-Sale D Class B Common Stock, par value $.01 per share 5,000 6.03 30.2K 306,983
2017-08-31 COURTER JAMES A Director S-Sale D Class B Common Stock, par value $.01 per share 5,000 6.18 30.9K 311,983
2017-08-15 COURTER JAMES A Director S-Sale D Class B Common Stock, par value $.01 per share 5,000 5.95 29.8K 316,983
2017-08-07 STEIN MICHAEL M Officer A-Award A Class B Common Stock, par value $.01 per share 21,084 0.00 51,210
2017-08-07 JONAS HOWARD S Director / Officer / 10% Owner A-Award A Class B Common Stock, par value $.01 per share 210,840 0.00 368,864
2017-08-07 GOLDIN AVI Officer A-Award A Class B Common Stock, $.01 par value per share 13,814 0.00 24,765
2017-07-27 COURTER JAMES A Director S-Sale D Class B Common Stock, par value $.01 per share 5,000 6.70 33.5K 321,983
2017-07-13 JONAS HOWARD S Director / Officer / 10% Owner J-Other A Class B Common Stock, par value $.01 per share 2,034,262 0.00 2,034,262
2017-07-11 COURTER JAMES A Director S-Sale D Class B Common Stock, par value $.01 per share 5,000 6.67 33.3K 326,983
2017-06-27 COURTER JAMES A Director S-Sale D Class B Common Stock, par value $.01 per share 5,000 7.57 37.9K 331,983
2017-06-14 JONAS HOWARD S Director / Officer / 10% Owner J-Other A Class B Common Stock, par value $.01 per share 12,475 0.00 417,247
2017-06-08 COURTER JAMES A Director S-Sale D Class B Common Stock, par value $.01 per share 5,000 7.76 38.8K 336,983
2017-05-23 COURTER JAMES A Director S-Sale D Class B Common Stock, par value $.01 per share 5,000 7.68 38.4K 341,983
2017-05-12 COURTER JAMES A Director S-Sale D Class B Common Stock, par value $.01 per share 5,000 7.36 36.8K 346,983
2017-04-24 COURTER JAMES A Director S-Sale D Class B Common Stock, par value $.01 per share 5,000 8.04 40.2K 351,983
2017-04-21 ROCHWARGER GEOFFREY Officer M-Exempt A Class B Common Stock, par value $.01 per share 2,996 6.85 20.5K 69,989
2017-04-12 COURTER JAMES A Director S-Sale D Class B Common Stock, par value $.01 per share 5,000 7.27 36.4K 356,983
2017-03-24 COURTER JAMES A Director S-Sale D Class B Common Stock, par value $.01 per share 5,000 5.72 28.6K 361,983
2017-03-07 JONAS HOWARD S Director / Officer / 10% Owner P-Purchase A Class B Common Stock, par value $.01 per share 4,560 5.37 24.5K 2,369,509
2017-03-06 JONAS HOWARD S Director / Officer / 10% Owner P-Purchase A Class B Common Stock, par value $.01 per share 6,813 5.36 36.5K 2,364,949
2017-03-06 COURTER JAMES A Director S-Sale D Class B Common Stock, par value $.01 per share 5,000 5.32 26.6K 366,983
2017-03-03 JONAS HOWARD S Director / Officer / 10% Owner P-Purchase A Class B Common Stock, par value $.01 per share 4,920 5.38 26.5K 2,358,136
2017-03-02 JONAS HOWARD S Director / Officer / 10% Owner P-Purchase A Class B Common Stock, par value $.01 per share 4,800 5.39 25.9K 2,353,216
2017-03-01 JONAS HOWARD S Director / Officer / 10% Owner P-Purchase A Class B Common Stock, par value $.01 per share 100 5.39 539.00 2,348,416
2017-02-22 COURTER JAMES A Director S-Sale D Class B Common Stock, par value $.01 per share 5,000 5.61 28.1K 371,983
2017-02-09 COURTER JAMES A Director S-Sale D Class B Common Stock, par value $.01 per share 5,000 5.55 27.8K 376,983
2017-01-25 COURTER JAMES A Director S-Sale D Class B Common Stock, par value $.01 per share 5,000 5.77 28.9K 381,983
2017-01-10 COURTER JAMES A Director S-Sale D Class B Common Stock, par value $.01 per share 5,000 5.78 28.9K 386,983
2017-01-09 GREENSTEIN IRA A Officer F-InKind D Class B Common Stock, par value $0.01 per share 3,108 5.87 18.2K 99,597
2017-01-05 SASS ALLAN Director A-Award A Class B Common Stock, $.01 par value per share 2,920 6.01 17.5K 18,250
2017-01-05 ROSENTHAL ALAN B Director A-Award A Class B Common Stock, $.01 par value per share 2,920 6.01 17.5K 18,483
2017-01-05 PERRY WILLIAM WESLEY Director A-Award A Class B Common Stock, $.01 par value per share 6,248 6.01 37.6K 63,045
2016-12-29 COURTER JAMES A Director S-Sale D Class B Common Stock, par value $.01 per share 5,000 5.71 28.6K 391,983
2016-12-12 COURTER JAMES A Director S-Sale D Class B Common Stock, par value $.01 per share 5,000 5.81 29.1K 396,983
2016-12-08 JONAS HOWARD S Director / Officer / 10% Owner P-Purchase A Class B Common Stock, par value $.01 per share 1,360 5.38 7.3K 2,348,316
2016-12-06 JONAS HOWARD S Director / Officer / 10% Owner P-Purchase A Class B Common Stock, par value $.01 per share 213 5.39 1.1K 2,346,956

Executive team

Top executives
EBIT / Employee
220.8K
Shares Outstanding
26.71M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-05-01 DEF 14A
2025-03-31 DEF 14A
2024-04-01 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-01 DEF 14A
2026-04-07 8-K
2026-03-26 8-K
2026-03-19 8-K
2026-03-16 NT 10-K
2026-03-12 8-K
2026-02-12 4
2026-02-12 4
2026-02-12 4
2026-02-05 8-K

Executive team

NameTitleCompensationGender
Michael Stein Chief Executive Officer 1M male
Avi Goldin Chief Financial Officer 871.6K male
Alan Schwab President & Chief Operating Officer of Genie Retail Energy, Inc. male
Bill Ulrey Vice President of Investor Relations & External Affairs male
Joyce J. Mason Corporate Secretary & Director female
ESG Rating
B
REGULATED ELECTRIC
2022
E (Environmental)
77.9 / 67.6
Company / Sector avg.
S (Social)
69.8 / 71.4
Company / Sector avg.
G (Governance)
69.1 / 69.3
Company / Sector avg.
ESG Total
72.3 / 69.4
Company / Sector avg.
ESG Score History REGULATED ELECTRIC
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

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits