ESS Tech, Inc. (GWH)
Wilsonville, OR, US
ESS Tech, Inc. is a global energy storage enterprise focused on developing and manufacturing iron flow batteries for commercial and large-scale utility applications. The company's product portfolio includes the Energy Warehouse, designed for on-site (behind-the-meter) energy management, and the Energy Center, an offering for grid-level (front-of-the-meter) power solutions. Founded in 2011, the firm maintains its headquarters in Wilsonville, Oregon.
Based on only 1 article — low confidence
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| ACON S2 Acquisition Corp. | STWOU | 2021-06-21 | View |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -5.08% | -26.38% | -36.12% | -46.32% | -81.81% | -58.88% | -72.39% | -94.01% | -99.48% | -99.48% | -99.48% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 2 |
3.00
|
| All Time | 6 |
3.44
|
-
Revenue growth Electrical Equipment & Parts: +13.1%-74.9% Q1'26: -78.6% (vs Q1'25)
-
EPS growth Electrical Equipment & Parts: +22.4%+40.7% ★ Q1'26: +64.0% (vs Q1'25)
-
FCF margin FCF growth · Electrical Equipment & Parts: +27.2%-4,118.3% Q1'26: -11,241.4% (vs Q1'25)
-
EBIT margin Electrical Equipment & Parts: +8.2%-3,518.6% Q1'26: -10,765.6% (vs Q1'25)
-
ROIC Electrical Equipment & Parts: +6.4%— Q1'26: +641.5% (vs Q1'25)
-
Share dilution Electrical Equipment & Parts: +0.0%-91.7% ★ Q1'26: +143.4% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Electrical Equipment & Parts: -0.54×-0.08× Q1'26: -0.07× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
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 |
—
est: 985.7K (-100.0%)
|
894.0K
est: 1.98M (-54.8%)
|
7.54M
est: 7.43M (+1.5%)
|
6.30M
est: 9.22M (-31.7%)
|
1.58M
est: 3.10M (-48.9%)
|
2.10M
2.10M – 2.10M
-32.3% YoY
|
30.00M
30.00M – 30.00M
+1,328.6% YoY
|
171.20M
171.20M – 171.20M
+470.7% YoY
|
347.00M
347.00M – 347.00M
+102.7% YoY
|
| EBITDA |
-474.66M
est: -197.1K (-240,681.1%)
|
-103.97M
est: -395.9K (-26,158.2%)
|
-79.39M
est: -4.46M (-1,681.6%)
|
-85.07M
est: -5.53M (-1,437.5%)
|
-49.96M
est: -1.86M (-2,586.0%)
|
-1.26M
-1.26M – -1.26M
+32.3% YoY
|
-18.00M
-18.00M – -18.00M
-1,328.6% YoY
|
-102.72M
-102.72M – -102.72M
-470.7% YoY
|
-208.20M
-208.20M – -208.20M
-102.7% YoY
|
| EBIT |
-475.23M
est: -197.1K (-240,971.3%)
|
-105.49M
est: -395.9K (-26,542.8%)
|
-85.91M
est: -4.46M (-1,827.8%)
|
-89.80M
est: -5.53M (-1,522.9%)
|
-55.70M
est: -1.86M (-2,894.6%)
|
-1.26M
-1.26M – -1.26M
+32.3% YoY
|
-18.00M
-18.00M – -18.00M
-1,328.6% YoY
|
-102.72M
-102.72M – -102.72M
-470.7% YoY
|
-208.20M
-208.20M – -208.20M
-102.7% YoY
|
| Net Income |
-477.12M
est: -12.08B (+96.1%)
|
-77.97M
est: -1.45B (+94.6%)
|
-77.58M
est: -93.90M (+17.4%)
|
-86.22M
est: -97.61M (+11.7%)
|
-63.44M
est: -56.80M (-11.7%)
|
-14.60M
-14.60M – -14.60M
+74.3% YoY
|
-9.93M
-9.93M – -9.93M
+32.0% YoY
|
-38.40M
-38.40M – -38.40M
-286.8% YoY
|
-1.02M
-1.02M – -1.02M
+97.3% YoY
|
| SGA |
29.76M
est: 9.80M (+203.7%)
|
34.41M
est: 19.68M (+74.9%)
|
30.32M
est: 92.45M (-67.2%)
|
32.67M
est: 114.80M (-71.5%)
|
21.44M
est: 38.59M (-44.4%)
|
26.14M
26.14M – 26.14M
-32.3% YoY
|
373.44M
373.44M – 373.44M
+1,328.6% YoY
|
2.13B
2.13B – 2.13B
+470.7% YoY
|
4.32B
4.32B – 4.32B
+102.7% YoY
|
| EPS |
-58.53
est: -68.40 (+14.4%)
|
-7.66
est: -8.19 (+6.5%)
|
-0.48
est: -6.43 (+92.5%)
|
-7.32
est: -6.72 (-8.9%)
|
-4.34
est: -3.89 (-11.6%)
|
-1.00
-1.00 – -1.00
+74.3% YoY
|
-0.68
-0.68 – -0.68
+32.0% YoY
|
-2.63
-2.63 – -2.63
-286.8% YoY
|
-0.07
-0.07 – -0.07
+97.3% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-06 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-05 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-04 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-01 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-30 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-29 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-28 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-27 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-24 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-23 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-22 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-21 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-20 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-17 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-16 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SB Energy Global Holdings Limited | 35.95M | 23.80% | 30.02M | — | 35.95M | — | CO | — | 2021-11-17 | ↗ |
| 2 | SB Energy Global Holdings One Ltd. | 35.95M | 23.80% | 30.02M | — | 35.95M | — | CO | — | 2021-11-17 | ↗ |
| 3 | SoftBank Group Capital Ltd | 35.95M | 23.80% | 30.02M | — | 35.95M | — | CO | — | 2021-11-17 | ↗ |
| 4 | SoftBank Group Corp. | 35.95M | 23.80% | 30.02M | — | 35.95M | — | CO | — | 2021-11-17 | ↗ |
| 5 | Honeywell International Inc. | 34.17M | 18.00% | — | 34.17M | — | — | CO | Delaware | 2023-09-25 | ↗ |
| 6 | Honeywell ACS Ventures LLC | 27.12M | 14.80% | — | 27.12M | — | — | OO | Delaware | 2023-09-25 | ↗ |
| 7 | Breakthrough Energy Investments, LLC | 16.04M | 11.87% | — | 16.04M | — | 16.04M | OO | United States | 2021-10-18 | ↗ |
| 8 | Breakthrough Energy Ventures, LLC | 16.04M | 11.87% | — | 16.04M | — | 16.04M | OO | United States | 2021-10-18 | ↗ |
| 9 | Andrew Haughian | 11.16M | 8.27% | — | 11.16M | — | 11.16M | IN | — | 2021-10-21 | ↗ |
| 10 | Chris Erickson | 11.03M | 8.17% | — | 11.03M | — | 11.03M | IN | — | 2021-10-21 | ↗ |
| 11 | Monoc Capital Ltd. | 11.02M | 8.16% | — | 11.02M | — | 11.02M | OO | — | 2021-10-21 | ↗ |
| 12 | Vicap LLC | 10.89M | 8.06% | — | 10.89M | — | 10.89M | OO | — | 2021-10-21 | ↗ |
| 13 | PSee Ventures LLC | 10.83M | 8.02% | — | 10.83M | — | 10.83M | OO | — | 2021-10-21 | ↗ |
| 14 | Pangaea Ventures Fund III, LP | 10.83M | 8.02% | — | 10.83M | — | 10.83M | PN | — | 2021-10-21 | ↗ |
| 15 | Pangaea Ventures III LLC | 10.83M | 8.02% | — | 10.83M | — | 10.83M | OO | — | 2021-10-21 | ↗ |
| 16 | Purnesh Seegopaul | 10.83M | 8.02% | — | 10.83M | — | 10.83M | IN | — | 2021-10-21 | ↗ |
| 17 | ACON Investment Holdings, LLC | 10.18M | 6.80% | — | 10.18M | — | 10.18M | OO | — | 2022-02-14 | ↗ |
| 18 | ACON S2 Sponsor, L.L.C. | 10.18M | 6.80% | — | 10.18M | — | 10.18M | OO | — | 2022-02-14 | ↗ |
| 19 | Cycle Capital III, L.P. | 9.75M | 7.20% | — | 9.75M | — | 10.00 | PN | Canada | 2021-10-18 | ↗ |
| 20 | Andrée-Lise Methot | 9.70M | 6.30% | 9.70M | — | 9.70M | — | IN | Canada | 2023-03-29 | ↗ |
| 21 | Claude Vachet | 9.70M | 6.30% | 9.70M | — | 9.70M | — | IN | Canada | 2023-03-29 | ↗ |
| 22 | Cycle Capital Fund III, L.P. | 9.70M | 6.30% | 9.70M | — | 9.70M | — | PN | Canada | 2023-03-29 | ↗ |
| 23 | Cycle Capital III, L.P.. | 9.70M | 6.30% | 9.70M | — | 9.70M | — | PN | Canada | 2023-03-29 | ↗ |
| 24 | Cycle Capital Management III Inc. | 9.70M | 6.30% | 9.70M | — | 9.70M | — | CO | Canada | 2023-03-29 | ↗ |
| 25 | BASF Venture Capital GmbH | 9.21M | 6.40% | 9.21M | — | 9.21M | — | CO | Germany | 2022-02-11 | ↗ |
| 26 | Craig Evans | 8.45M | 5.50% | — | 8.45M | — | 10.00 | IN | United States | 2023-07-13 | ↗ |
| 27 | Julia Song | 8.45M | 5.50% | — | 8.45M | — | 10.00 | IN | United States | 2023-07-13 | ↗ |
| 28 | 10. | 6.10M | 19.50% | — | — | 6.10M | — | OO | Delaware | 2021-02-12 | ↗ |
| 29 | in Row (9) | 6.10M | 19.50% | — | — | 6.10M | — | OO | Delaware | 2021-02-12 | ↗ |
| 30 | Notes). | 2.00M | 8.00% | — | 2.00M | — | 1.9K | IA | USA | 2020-09-25 | ↗ |
| 31 | Pangaea Partners LLC | 143.5K | 0.11% | — | 143.5K | — | 143.5K | OO | — | 2021-10-21 | ↗ |
| 32 | Glazer Capital, LLC | — | 0.00% | — | — | — | — | IA, OO | State of Delaware | 2022-02-14 | ↗ |
| 33 | Paul J. Glazer | — | 0.00% | — | — | — | — | IN | United States | 2022-02-14 | ↗ |
| 34 | RP Investment Advisors LP | — | 0.00% | — | — | — | — | FI, IA, PN | Ontario, Canada | 2022-02-11 | ↗ |
| 35 | RP SPAC Fund | — | 0.00% | — | — | — | — | FI | Canada | 2022-02-11 | ↗ |
| 36 | RP Select Opportunities Master Fund Ltd. | — | 0.00% | — | — | — | — | FI | Cayman Islands | 2022-02-11 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | SOFTBANK GROUP CORP. | 2.40M +— (+0.0%) | 4.51M +862.9K (+23.7%) | 16.93% -2.598 pp | 0.03% +0.015 pp | USD6.32 -70.3% | 6 qtrs — |
| 2 | ALYESKA INVESTMENT GROUP, L.P. | 1.40M +1.4M (+100.0%) | 2.63M +2.6M (+100.0%) | 9.89% +9.891 pp | 0.01% +0.007 pp | USD1.88 +0.0% | 1 qtrs NEW |
| 3 | AROSA CAPITAL MANAGEMENT LP | 950.0K +274.6K (+40.7%) | 1.79M +759.4K (+74.0%) | 6.71% +1.208 pp | 0.22% -0.001 pp | USD1.62 +16.0% | 2 qtrs — |
| 4 | VANGUARD GROUP INC | 485.9K +221.6K (+83.8%) | 913.5K +511.7K (+127.4%) | 3.43% +1.279 pp | 0.00% +0.000 pp | USD3.64 -48.4% | 6 qtrs — |
| 5 | SHAY CAPITAL LLC | 180.0K +180.0K (+100.0%) | 338.4K +338.4K (+100.0%) | 1.27% +1.272 pp | 0.03% +0.035 pp | USD1.88 +0.0% | 1 qtrs NEW |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 136.5K +79.7K (+140.2%) | 256.6K +170.2K (+197.1%) | 0.96% +0.501 pp | 0.00% +0.000 pp | USD3.51 -46.4% | 6 qtrs — |
| 7 | GREEN ALPHA ADVISORS, LLC | 118.7K +108.1K (+1,016.7%) | 223.1K +207.0K (+1,281.1%) | 0.84% +0.752 pp | 0.20% +0.189 pp | USD2.28 -17.5% | 6 qtrs — |
| 8 | JANE STREET GROUP, LLC | 109.0K +60.1K (+122.7%) | 204.9K +130.5K (+175.4%) | 0.77% +0.371 pp | 0.00% +0.000 pp | USD1.72 +9.3% | 2 qtrs — |
| 9 | PATHSTONE HOLDINGS, LLC | 89.0K +89.0K (+100.0%) | 167.3K +167.3K (+100.0%) | 0.63% +0.629 pp | 0.00% +0.001 pp | USD1.88 +0.0% | 1 qtrs NEW |
| 10 | GSA CAPITAL PARTNERS LLP | 74.7K +74.7K (+100.0%) | 140.0K +140.0K (+100.0%) | 0.53% +0.528 pp | 0.01% +0.012 pp | USD1.88 +0.0% | 6 qtrs — |
| 11 | JPMORGAN CHASE & CO | 74.3K +74.1K (+43,581.8%) | 139.6K +139.3K (+54,011.2%) | 0.52% +0.523 pp | 0.00% +0.000 pp | USD1.89 -0.5% | 6 qtrs — |
| 12 | FMR LLC | 52.5K +1.0 (+0.0%) | 98.7K +18.9K (+23.7%) | 0.37% -0.057 pp | 0.00% +0.000 pp | USD6.32 -70.3% | 6 qtrs — |
| 13 | BLACKROCK, INC. | 50.4K -2.8K (-5.2%) | 94.7K +13.9K (+17.2%) | 0.36% -0.077 pp | 0.00% +0.000 pp | USD6.31 -70.2% | 6 qtrs — |
| 14 | XTX TOPCO LTD | 49.6K +28.7K (+137.8%) | 93.3K +61.6K (+194.1%) | 0.35% +0.181 pp | 0.00% +0.001 pp | USD1.67 +12.6% | 3 qtrs — |
| 15 | STATE STREET CORP | 47.0K +30.7K (+188.1%) | 88.3K +63.5K (+256.4%) | 0.33% +0.199 pp | 0.00% +0.000 pp | USD3.42 -45.0% | 6 qtrs — |
| 16 | UBS GROUP AG | 44.7K +29.9K (+201.1%) | 84.1K +61.5K (+272.4%) | 0.32% +0.195 pp | 0.00% +0.000 pp | USD2.13 -11.7% | 5 qtrs — |
| 17 | ENGINEERS GATE MANAGER LP | 16.5K +16.5K (+100.0%) | 31.0K +31.0K (+100.0%) | 0.12% +0.117 pp | 0.00% +0.000 pp | USD1.88 +0.0% | 1 qtrs NEW |
| 18 | LPL FINANCIAL LLC | 14.2K +14.2K (+100.0%) | 26.8K +26.8K (+100.0%) | 0.10% +0.101 pp | 0.00% +0.000 pp | USD1.88 +0.0% | 1 qtrs NEW |
| 19 | NORTHERN TRUST CORP | 10.6K +— (+0.0%) | 19.9K +3.8K (+23.7%) | 0.07% -0.012 pp | 0.00% +0.000 pp | USD6.32 -70.3% | 6 qtrs — |
| 20 | MILLENNIUM MANAGEMENT LLC | 10.1K +10.1K (+100.0%) | 19.0K +19.0K (+100.0%) | 0.07% +0.071 pp | 0.00% +0.000 pp | USD1.88 +0.0% | 1 qtrs NEW |
| 21 | PRIMORIS WEALTH ADVISORS, LLC | 10.0K +10.0K (+100.0%) | 18.8K +18.8K (+100.0%) | 0.07% +0.071 pp | 0.01% +0.011 pp | USD1.88 +0.0% | 1 qtrs NEW |
| 22 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 10.0K +10.0K (+100.0%) | 18.8K +18.8K (+100.0%) | 0.07% +0.071 pp | 0.00% +0.000 pp | USD1.88 +0.0% | 1 qtrs NEW |
| 23 | ADVISOR GROUP HOLDINGS, INC. | 6.1K +3.8K (+169.7%) | 11.5K +8.2K (+249.4%) | 0.04% +0.025 pp | 0.00% +0.000 pp | USD2.92 -35.6% | 6 qtrs — |
| 24 | GOLDEN STATE WEALTH MANAGEMENT, LLC | 2.7K -13.0 (-0.5%) | 5.1K +956.0 (+23.1%) | 0.02% -0.003 pp | 0.00% +0.000 pp | USD5.86 -67.9% | 5 qtrs — |
| 25 | BANK OF AMERICA CORP /DE/ | 2.7K +150.0 (+5.9%) | 5.1K +1.2K (+30.9%) | 0.02% -0.002 pp | 0.00% +0.000 pp | USD5.86 -67.9% | 6 qtrs — |
| 26 | CWM, LLC | 2.7K +6.0 (+0.2%) | 5.0K +1.0K (+25.0%) | 0.02% -0.003 pp | 0.00% +0.000 pp | USD6.31 -70.2% | 6 qtrs — |
| 27 | TOWER RESEARCH CAPITAL LLC (TRC) | 2.5K -2.2K (-46.3%) | 4.7K -2.4K (-33.6%) | 0.02% -0.020 pp | 0.00% 0.000 pp | USD1.40 +34.3% | 5 qtrs — |
| 28 | PNC FINANCIAL SERVICES GROUP, INC. | 2.4K +— (+0.0%) | 4.6K +880.0 (+23.7%) | 0.02% -0.003 pp | 0.00% +0.000 pp | USD6.32 -70.3% | 6 qtrs — |
| 29 | MORGAN STANLEY | 2.1K -3.1K (-60.0%) | 3.9K -4.0K (-50.5%) | 0.01% -0.028 pp | 0.00% +0.000 pp | USD5.40 -65.2% | 6 qtrs — |
| 30 | NATIONAL BANK OF CANADA /FI/ | 832.00 +— (+0.0%) | 1.5K +283.0 (+22.8%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD6.32 -70.3% | 6 qtrs — |
| 31 | MISSOURI TRUST & INVESTMENT CO | 633.00 +— (+0.0%) | 1.2K +228.0 (+23.7%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD3.81 -50.7% | 5 qtrs — |
| 32 | SBI SECURITIES CO., LTD. | 571.00 +488.0 (+588.0%) | 1.1K +947.0 (+751.6%) | 0.00% +0.003 pp | 0.00% +0.000 pp | USD2.39 -21.3% | 5 qtrs — |
| 33 | GROUP ONE TRADING, L.P. | 409.00 +— (+0.0%) | 769.00 +147.0 (+23.6%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD5.81 -67.6% | 5 qtrs — |
| 34 | GLOBAL RETIREMENT PARTNERS, LLC | 366.00 +— (+0.0%) | 688.00 +132.0 (+23.7%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD1.33 +41.4% | 3 qtrs — |
| 35 | PARALLEL ADVISORS, LLC | 300.00 +— (+0.0%) | 564.00 +108.0 (+23.7%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD3.26 -42.3% | 4 qtrs — |
| 36 | PARKSIDE FINANCIAL BANK & TRUST | 233.00 +— (+0.0%) | 439.00 +84.0 (+23.7%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD6.32 -70.3% | 6 qtrs — |
| 37 | SMARTLEAF ASSET MANAGEMENT LLC | 200.00 +200.0 (+100.0%) | 366.00 +366.0 (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD1.88 +0.0% | 1 qtrs NEW |
| 38 | BNP PARIBAS ARBITRAGE, SNC | 163.00 -284.0 (-63.5%) | 306.00 -373.0 (-54.9%) | 0.00% -0.003 pp | 0.00% +0.000 pp | USD6.25 -69.9% | 6 qtrs — |
| 39 | FORTITUDE FAMILY OFFICE, LLC | 120.00 +120.0 (+100.0%) | 226.00 +226.0 (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD1.88 +0.0% | 1 qtrs NEW |
| 40 | NEWEDGE ADVISORS, LLC | 72.00 +— (+0.0%) | 135.00 +25.0 (+22.7%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD6.31 -70.2% | 6 qtrs — |
| 41 | ARCHER INVESTMENT CORP | 68.00 +— (+0.0%) | 128.00 +25.0 (+24.3%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD5.87 -68.0% | 5 qtrs — |
| 42 | WOLFF WIESE MAGANA LLC | 66.00 +— (+0.0%) | 125.00 +24.0 (+23.8%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD6.32 -70.3% | 6 qtrs — |
| 43 | WELLS FARGO & COMPANY/MN | 45.00 +35.0 (+350.0%) | 85.00 +70.0 (+466.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.78 +5.6% | 2 qtrs — |
| 44 | MTM INVESTMENT MANAGEMENT, LLC | 40.00 +— (+0.0%) | 75.00 +14.0 (+23.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.33 +41.4% | 3 qtrs — |
| 45 | HARBOR INVESTMENT ADVISORY, LLC | 33.00 +— (+0.0%) | 62.00 +12.0 (+24.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD6.30 -70.2% | 6 qtrs — |
| 46 | JONES FINANCIAL COMPANIES LLLP | 13.00 +— (+0.0%) | 24.00 +3.0 (+14.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD6.31 -70.2% | 6 qtrs — |
| 47 | NAVALIGN, LLC | 13.00 +13.0 (+100.0%) | 24.00 +24.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.85 +1.6% | 1 qtrs NEW |
| 48 | TD WATERHOUSE CANADA INC. | 13.00 +13.0 (+100.0%) | 24.00 +24.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.85 +1.6% | 1 qtrs NEW |
| 49 | — | 8.00 +8.0 (+100.0%) | 15.00 +15.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.88 +0.0% | 1 qtrs NEW |
| 50 | PINNACLE WEALTH PLANNING SERVICES, INC. | 6.00 +6.0 (+100.0%) | 11.00 +11.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.83 +2.7% | 1 qtrs NEW |
| 51 | CITIGROUP INC | 1.00 +1.0 (+100.0%) | 2.00 +2.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.00 +88.0% | 1 qtrs NEW |
| 52 | CLEAR STREET GROUP INC. | — -126.0 (-100.0%) | — -192.0 (-100.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 53 | MATHER GROUP, LLC. | — -20.0 (-100.0%) | — -30.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 5 qtrs SOLD |
| 54 | GROUPE LA FRANCAISE | — -6.0 (-100.0%) | — -8.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 55 | RENAISSANCE TECHNOLOGIES LLC | — -27.6K (-100.0%) | — -41.9K (-100.0%) | 0.00% -0.225 pp | 0.00% 0.000 pp | USD— | 6 qtrs SOLD |
| 56 | PRINCIPAL SECURITIES, INC. | — -108.0 (-100.0%) | — -164.0 (-100.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD— | 6 qtrs SOLD |
| 57 | ALLWORTH FINANCIAL LP | — -166.0 (-100.0%) | — -253.0 (-100.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD— | 6 qtrs SOLD |
| 58 | YORKVILLE ADVISORS GLOBAL, LP | — -48.4K (-100.0%) | — -73.5K (-100.0%) | 0.00% -0.394 pp | 0.00% -0.028 pp | USD— | 2 qtrs SOLD |
| 59 | BARCLAYS PLC | — -100.0 (-100.0%) | — -632.0 (-100.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD— | 6 qtrs SOLD |
| 60 | CITADEL ADVISORS LLC | — -19.8K (-100.0%) | — -30.1K (-100.0%) | 0.00% -0.161 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Micro-Cap ETF IWC | 0.00% | 66.5K | 0.60% |
| 2 | Vanguard Extended Market ETF VXF | 0.00% | 268.1K | 0.05% |
| 3 | Vanguard U.S. Total Market Shares Index ETF VTS.AX | 0.00% | 777.52 | 0.03% |
| 4 | Vanguard U.S. Total Market Index ETF VUN.TO | 0.00% | 2.1K | 0.17% |
| 5 | Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO | 0.00% | 157.69 | 0.17% |
| 6 | Vanguard Total Stock Market ETF VTI | 0.00% | 364.8K | 0.03% |
| 7 | Vanguard All-Equity ETF Portfolio VEQT.TO | 0.00% | 799.76 | 0.22% |
| 8 | Vanguard Growth ETF Portfolio VGRO.TO | 0.00% | 434.83 | 0.22% |
| 9 | Vanguard Balanced ETF Portfolio VBAL.TO | 0.00% | 175.97 | 0.22% |
| 10 | Vanguard Conservative ETF Portfolio VCNS.TO | 0.00% | 19.34 | 0.22% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-20 | Suhadolnik Kate Eileen | Officer | S-Sale | D | Common Stock | 741 | 1.54 | 1.1K | 164,414 | D | ↗ |
| 2026-02-20 | Goodman Kelly F. | Officer | S-Sale | D | Common Stock | 2,269 | 1.54 | 3.5K | 215,853 | D | ↗ |
| 2026-02-13 | Suhadolnik Kate Eileen | Officer | A-Award | A | Common Stock | 137,500 | 0.00 | — | 165,155 | D | ↗ |
| 2026-02-13 | Goodman Kelly F. | Officer | A-Award | A | Common Stock | 137,500 | 0.00 | — | 218,122 | D | ↗ |
| 2026-01-28 | Buckley Drew P | Director / Officer | A-Award | A | Stock Option (right to buy) | 550,000 | 1.68 | 924.0K | 550,000 | D | ↗ |
| 2026-01-01 | Buckley Drew P | Director / Officer | — | — | Stock Option (right to buy) | 50,000 | 2.00 | 100.0K | 0 | D | ↗ |
| 2025-11-20 | Suhadolnik Kate Eileen | Officer | F-InKind | D | Common Stock | 1,299 | 2.40 | 3.1K | 27,655 | D | ↗ |
| 2025-11-20 | Goodman Kelly F. | Officer | F-InKind | D | Common Stock | 4,513 | 2.40 | 10.8K | 80,622 | D | ↗ |
| 2025-10-13 | WELLMAN ALEXI | Director | A-Award | A | Common Stock | 13,513 | 0.00 | — | 38,886 | D | ↗ |
| 2025-10-13 | Teamey Kyle | Director | A-Award | A | Common Stock | 13,513 | 0.00 | — | 38,740 | D | ↗ |
| 2025-10-13 | Quarls Harry | Director | A-Award | A | Common Stock | 13,513 | 0.00 | — | 13,513 | D | ↗ |
| 2025-10-13 | Nijhawan Sandeep | Director | A-Award | A | Common Stock | 13,513 | 0.00 | — | 29,050 | D | ↗ |
| 2025-10-13 | NIGGLI MICHAEL R | Director | A-Award | A | Common Stock | 13,513 | 0.00 | — | 90,825 | D | ↗ |
| 2025-10-13 | Hossfeld Rich | Director | A-Award | A | Common Stock | 13,513 | 0.00 | — | 27,859 | D | ↗ |
| 2025-10-13 | Garabedian Raffi | Director | A-Award | A | Common Stock | 13,513 | 0.00 | — | 39,672 | D | ↗ |
| 2025-08-20 | Suhadolnik Kate Eileen | Officer | F-InKind | D | Common Stock | 1,232 | 1.61 | 2.0K | 28,954 | D | ↗ |
| 2025-08-20 | Goodman Kelly F. | Officer | F-InKind | D | Common Stock | 4,326 | 1.61 | 7.0K | 85,135 | D | ↗ |
| 2025-08-18 | Trivedi Jigish Dhirajlal | Officer | A-Award | A | Common Stock | 275,000 | 0.00 | — | 275,000 | D | ↗ |
| 2025-08-01 | Suhadolnik Kate Eileen | Officer | — | — | Common Stock | 0 | 0.00 | — | 30,186 | D | ↗ |
| 2025-05-20 | Rabb Anthony | Officer | F-InKind | D | Common Stock | 2,741 | 1.96 | 5.4K | 109,392 | D | ↗ |
| 2025-05-20 | Goodman Kelly F. | Officer | F-InKind | D | Common Stock | 2,164 | 1.96 | 4.2K | 89,461 | D | ↗ |
| 2025-04-13 | Rabb Anthony | Officer | A-Award | A | Common Stock | 42,500 | 0.00 | — | 112,133 | D | ↗ |
| 2025-04-13 | Goodman Kelly F. | Officer | A-Award | A | Common Stock | 36,930 | 0.00 | — | 91,625 | D | ↗ |
| 2025-02-20 | Rabb Anthony | Officer | F-InKind | D | Common Stock | 1,987 | 4.81 | 9.6K | 69,633 | D | ↗ |
| 2025-02-20 | Goodman Kelly F. | Officer | F-InKind | D | Common Stock | 1,489 | 4.81 | 7.2K | 54,695 | D | ↗ |
| 2025-02-13 | Goodman Kelly F. | Officer | — | — | Common Stock | 0 | 0.00 | — | 46,184 | D | ↗ |
| 2025-02-10 | Goodman Kelly F. | Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 56,184 | D | ↗ |
| 2024-11-20 | Rabb Anthony | Officer | F-InKind | D | Common Stock | 1,889 | 5.21 | 9.8K | 71,620 | D | ↗ |
| 2024-11-18 | Dresselhuys Eric P. | Director / Officer | P-Purchase | A | Common Stock | 1,000 | 5.23 | 5.2K | 180,580 | D | ↗ |
| 2024-09-11 | Nijhawan Sandeep | Director | S-Sale | D | Common Stock | 7,000 | 5.72 | 40.0K | 15,537 | — | ↗ |
| 2024-08-30 | Teamey Kyle | Director | P-Purchase | A | Common Stock | 142 | 6.73 | 955.66 | 25,227 | — | ↗ |
| 2024-08-29 | NIGGLI MICHAEL R | Director | M-Exempt | A | Common Stock | 11,852 | 6.88 | 81.5K | 77,312 | — | ↗ |
| 2024-08-20 | Rabb Anthony | Officer | F-InKind | D | Common Stock | 1,886 | 8.19 | 15.5K | 73,509 | D | ↗ |
| 2024-05-20 | Rabb Anthony | Officer | F-InKind | D | Common Stock | 1,886 | 12.15 | 22.9K | 75,395 | D | ↗ |
| 2024-05-17 | WELLMAN ALEXI | Director | A-Award | A | Common Stock | 202,702 | 0.00 | — | 380,633 | — | ↗ |
| 2024-05-17 | Teamey Kyle | Director | A-Award | A | Common Stock | 202,702 | 0.00 | — | 376,311 | — | ↗ |
| 2024-05-17 | Quarls Harry | Director | A-Award | A | Common Stock | 202,702 | 0.00 | — | 626,158 | — | ↗ |
| 2024-05-17 | Nijhawan Sandeep | Director | A-Award | A | Common Stock | 202,702 | 0.00 | — | 338,075 | — | ↗ |
| 2024-05-17 | NIGGLI MICHAEL R | Director | A-Award | A | Common Stock | 202,702 | 0.00 | — | 951,896 | — | ↗ |
| 2024-05-17 | Hossfeld Rich | Director | A-Award | A | Common Stock | 202,702 | 0.00 | — | 215,202 | — | ↗ |
| 2024-05-17 | Garabedian Raffi | Director | A-Award | A | Common Stock | 202,702 | 0.00 | — | 392,429 | — | ↗ |
| 2024-05-15 | Hossfeld Rich | Director | D-Return | D | Common Stock | 135,373 | 0.00 | — | 12,500 | — | ↗ |
| 2024-05-14 | Teamey Kyle | Director | P-Purchase | A | Common Stock | 1,250 | 0.79 | 987.38 | 173,609 | — | ↗ |
| 2024-05-10 | Quarls Harry | Director | P-Purchase | A | Common Stock | 57,310 | 0.79 | 45.0K | 423,456 | — | ↗ |
| 2024-05-09 | Quarls Harry | Director | P-Purchase | A | Common Stock | 42,690 | 0.84 | 35.8K | 366,146 | — | ↗ |
| 2024-03-15 | Hossfeld Rich | Director | P-Purchase | A | Common Stock | 200 | 0.73 | 145.14 | 145,573 | — | ↗ |
| 2024-03-07 | Dresselhuys Eric P. | Director / Officer | A-Award | A | Common Stock | 622,771 | 0.00 | — | 2,718,239 | — | ↗ |
| 2024-02-20 | Rabb Anthony | Officer | F-InKind | D | Common Stock | 1,044 | 13.67 | 14.3K | 77,281 | D | ↗ |
| 2024-02-15 | Rabb Anthony | Officer | A-Award | A | Common Stock | 550,000 | 0.00 | — | 1,242,468 | — | ↗ |
| 2023-11-20 | Rabb Anthony | Officer | F-InKind | D | Common Stock | 4,298 | 17.55 | 75.4K | 78,325 | D | ↗ |
| 2023-11-16 | Quarls Harry | Director | P-Purchase | A | Common Stock | 5,489 | 1.25 | 6.9K | 323,456 | — | ↗ |
| 2023-11-15 | Quarls Harry | Director | P-Purchase | A | Common Stock | 67,118 | 1.35 | 90.3K | 317,967 | — | ↗ |
| 2023-11-14 | Quarls Harry | Director | P-Purchase | A | Common Stock | 80,579 | 1.27 | 102.3K | 250,849 | — | ↗ |
| 2023-11-13 | Teamey Kyle | Director | P-Purchase | A | Common Stock | 1,000 | 1.11 | 1.1K | 172,359 | — | ↗ |
| 2023-11-13 | Quarls Harry | Director | P-Purchase | A | Common Stock | 46,814 | 1.10 | 51.6K | 170,270 | — | ↗ |
| 2023-09-21 | HONEYWELL INTERNATIONAL INC | 10% Owner | — | I | Warrant | 775,760 | 1.45 | 1.12M | 0 | — | ↗ |
| 2023-09-05 | Dresselhuys Eric P. | Director / Officer | A-Award | A | Common Stock | 128,617 | 0.00 | — | 2,095,468 | — | ↗ |
| 2023-08-28 | Quarls Harry | Director | A-Award | A | Stock Option (right to buy) | 185,184 | 1.43 | 264.8K | 185,184 | — | ↗ |
| 2023-08-20 | Rabb Anthony | Officer | F-InKind | D | Common Stock | 106 | 18.15 | 1.9K | 82,623 | D | ↗ |
| 2023-05-20 | Rabb Anthony | Officer | F-InKind | D | Common Stock | 100 | 18.00 | 1.8K | 82,729 | D | ↗ |
| 2023-05-19 | WELLMAN ALEXI | Director | A-Award | A | Common Stock | 135,373 | 0.00 | — | 177,931 | — | ↗ |
| 2023-05-19 | Teamey Kyle | Director | A-Award | A | Common Stock | 135,373 | 0.00 | — | 171,359 | — | ↗ |
| 2023-05-19 | Nijhawan Sandeep | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-05-19 | NIGGLI MICHAEL R | Director | A-Award | A | Common Stock | 135,373 | 0.00 | — | 749,194 | — | ↗ |
| 2023-05-19 | Hossfeld Rich | Director | A-Award | A | Common Stock | 135,373 | 0.00 | — | 145,373 | — | ↗ |
| 2023-05-19 | Garabedian Raffi | Director | A-Award | A | Common Stock | 135,373 | 0.00 | — | 189,727 | — | ↗ |
| 2023-05-16 | NIGGLI MICHAEL R | Director | P-Purchase | A | Common Stock | 10,000 | 0.81 | 8.1K | 613,821 | — | ↗ |
| 2023-05-16 | Hossfeld Rich | Director | P-Purchase | A | Common Stock | 10,000 | 0.81 | 8.1K | 10,000 | — | ↗ |
| 2023-05-15 | Teamey Kyle | Director | P-Purchase | A | Common Stock | 100 | 0.84 | 84.34 | 35,986 | — | ↗ |
| 2023-05-12 | NIGGLI MICHAEL R | Director | P-Purchase | A | Common Stock | 20,000 | 1.13 | 22.6K | 603,821 | — | ↗ |
| 2023-04-26 | Dresselhuys Eric P. | Director / Officer | A-Award | A | Common Stock | 622,771 | 0.00 | — | 1,966,851 | — | ↗ |
| 2023-03-13 | Rabb Anthony | Officer | A-Award | A | Common Stock | 76,452 | 0.00 | — | 692,468 | — | ↗ |
| 2023-03-13 | Evans Craig E | Director / Officer | A-Award | A | Common Stock | 467,694 | 0.00 | — | 2,859,868 | — | ↗ |
| 2023-03-07 | Teamey Kyle | Director | P-Purchase | A | Common Stock | 2,500 | 1.61 | 4.0K | 31,986 | — | ↗ |
| 2023-03-06 | NIGGLI MICHAEL R | Director | P-Purchase | A | Common Stock | 5,000 | 1.65 | 8.3K | 583,821 | — | ↗ |
| 2023-02-21 | Evans Craig E | Director / Officer | S-Sale | D | Common Stock | 5,536 | 2.04 | 11.3K | 5,561,524 | — | ↗ |
| 2023-02-21 | Dresselhuys Eric P. | Director / Officer | S-Sale | D | Common Stock | 23,440 | 2.04 | 47.8K | 1,344,080 | — | ↗ |
| 2022-12-15 | NIGGLI MICHAEL R | Director | P-Purchase | A | Common Stock | 19,100 | 2.56 | 48.9K | 578,821 | — | ↗ |
| 2022-11-21 | Evans Craig E | Officer | S-Sale | D | Common Stock | 50,000 | 3.52 | 175.9K | 5,591,617 | — | ↗ |
| 2022-11-21 | Dresselhuys Eric P. | Officer | S-Sale | D | Common Stock | 14,339 | 3.82 | 54.8K | 1,367,520 | — | ↗ |
| 2022-11-18 | Evans Craig E | Officer | S-Sale | D | Common Stock | 50,000 | 3.93 | 196.7K | 2,403,439 | — | ↗ |
| 2022-11-10 | Rabb Anthony | Officer | — | D | Common Stock | 0 | 0.00 | — | 616,016 | — | ↗ |
| 2022-11-04 | Rabb Anthony | Officer | — | D | Class A ordinary shares | 0 | 0.00 | — | 2,500,000 | — | ↗ |
| 2022-10-19 | Moftakhar Amir | Officer | S-Sale | D | Common Stock | 4,193 | 3.48 | 14.6K | 563,043 | — | ↗ |
| 2022-10-17 | Moftakhar Amir | Officer | S-Sale | D | Common Stock | 16,720 | 3.72 | 62.2K | 567,236 | — | ↗ |
| 2022-10-17 | Evans Craig E | Officer | S-Sale | D | Common Stock | 16,340 | 3.72 | 60.8K | 5,625,277 | — | ↗ |
| 2022-10-17 | Dresselhuys Eric P. | Officer | S-Sale | D | Common Stock | 57,027 | 3.72 | 212.1K | 1,434,914 | — | ↗ |
| 2022-06-01 | Wilson Daryl C | Director | A-Award | A | Common Stock | 29,486 | 0.00 | — | 75,850 | — | ↗ |
| 2022-06-01 | WELLMAN ALEXI | Director | A-Award | A | Common Stock | 29,486 | 0.00 | — | 42,558 | — | ↗ |
| 2022-06-01 | Teamey Kyle | Director | A-Award | A | Common Stock | 29,486 | 0.00 | — | 29,486 | — | ↗ |
| 2022-06-01 | NIGGLI MICHAEL R | Director | A-Award | A | Common Stock | 29,486 | 0.00 | — | 559,721 | — | ↗ |
| 2022-06-01 | Gast Claudia | Director | A-Award | A | Common Stock | 29,486 | 0.00 | — | 59,694 | — | ↗ |
| 2022-06-01 | Garabedian Raffi | Director | A-Award | A | Common Stock | 29,486 | 0.00 | — | 54,354 | — | ↗ |
| 2022-03-01 | NIGGLI MICHAEL R | Director | P-Purchase | A | Common Stock | 20,000 | 5.01 | 100.2K | 530,235 | — | ↗ |
| 2022-02-17 | Gast Claudia | Director | A-Award | A | Common Stock | 30,208 | 0.00 | — | 30,208 | — | ↗ |
| 2022-02-16 | Dresselhuys Eric P. | Director / Officer | A-Award | A | Common Stock | 622,771 | 0.00 | — | 1,491,941 | — | ↗ |
| 2022-02-08 | Moftakhar Amir | Officer | A-Award | A | Common Stock | 268,358 | 0.00 | — | 647,161 | — | ↗ |
| 2022-02-08 | Evans Craig E | Director / Officer | A-Award | A | Common Stock | 268,358 | 0.00 | — | 5,641,617 | — | ↗ |
| 2022-02-08 | Bodner Jeff | Officer | A-Award | A | Common Stock | 32,934 | 0.00 | — | 54,900 | — | ↗ |
| 2022-01-24 | Evans Craig E | Director / Officer | S-Sale | D | Common Stock | 1,342 | 6.05 | 8.1K | 5,373,083 | — | ↗ |
| 2022-01-24 | Dresselhuys Eric P. | Director / Officer | S-Sale | D | Common Stock | 59,642 | 6.05 | 361.0K | 869,170 | — | ↗ |
| 2022-01-17 | Evans Craig E | Director / Officer | A-Award | A | Common Stock | 2,934 | 0.00 | — | 5,374,425 | — | ↗ |
| 2022-01-17 | Dresselhuys Eric P. | Director / Officer | A-Award | A | Common Stock | 88,031 | 0.00 | — | 928,812 | — | ↗ |
| 2022-01-04 | Moftakhar Amir | Officer | F-InKind | D | Common Stock | 37,821 | 11.50 | 434.9K | 378,793 | — | ↗ |
| 2022-01-04 | Evans Craig E | Director / Officer | F-InKind | D | Common Stock | 20,193 | 11.50 | 232.2K | 5,371,491 | — | ↗ |
| 2022-01-04 | Dresselhuys Eric P. | Director / Officer | F-InKind | D | Common Stock | 52,216 | 11.50 | 600.5K | 840,781 | — | ↗ |
| 2022-01-04 | Bodner Jeff | Officer | F-InKind | D | Common Stock | 4,225 | 11.50 | 48.6K | 21,966 | — | ↗ |
| 2021-12-17 | WELLMAN ALEXI | Director | A-Award | A | Common Stock | 13,072 | 0.00 | — | 13,072 | — | ↗ |
| 2021-12-17 | Dresselhuys Eric P. | Director / Officer | A-Award | A | Common Stock | 762,938 | 0.00 | — | 892,997 | — | ↗ |
| 2021-12-17 | Bodner Jeff | Officer | A-Award | A | Common Stock | 15,000 | 0.00 | — | 26,191 | — | ↗ |
| 2021-11-15 | Wilson Daryl C | Director | A-Award | A | Common Stock | 46,364 | 0.00 | — | 46,364 | — | ↗ |
| 2021-11-15 | NIGGLI MICHAEL R | Director | A-Award | A | Common Stock | 30,053 | 0.00 | — | 510,219 | — | ↗ |
| 2021-11-15 | Moftakhar Amir | Officer | A-Award | A | Common Stock | 101,026 | 0.00 | — | 416,614 | — | ↗ |
| 2021-11-15 | Garabedian Raffi | Director | A-Award | A | Common Stock | 24,868 | 0.00 | — | 24,868 | — | ↗ |
| 2021-11-15 | Dresselhuys Eric P. | Director / Officer | A-Award | A | Common Stock | 130,059 | 0.00 | — | 130,059 | — | ↗ |
| 2021-11-15 | Bodner Jeff | Officer | A-Award | A | Common Stock | 11,191 | 0.00 | — | 11,191 | — | ↗ |
| 2021-11-09 | SOFTBANK GROUP CORP | Director / 10% Owner | J-Other | A | Common Stock | 4,204,936 | 0.00 | — | 35,919,908 | — | ↗ |
| 2021-11-09 | NIGGLI MICHAEL R | Director | J-Other | A | Common Stock | 11,670 | 10.00 | 116.7K | 85,225 | — | ↗ |
| 2021-11-09 | Moftakhar Amir | Officer | J-Other | A | Common Stock | 43,216 | 10.00 | 432.2K | 315,588 | — | ↗ |
| 2021-11-09 | Evans Craig E | Director / Officer | J-Other | A | Common Stock | 11,670 | 10.00 | 116.7K | 4,614,123 | — | ↗ |
| 2021-11-09 | Breakthrough Energy Ventures, LLC | 10% Owner | J-Other | A | Common Stock, $0.0001 par value per share | 20,096 | 0.00 | — | 18,558,721 | — | ↗ |
| 2021-10-08 | Wilson Daryl C | Director | — | D | Stock Option (right to buy) | 274,271 | 0.33 | 90.6K | 0 | — | ↗ |
| 2021-10-08 | WELLMAN ALEXI | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-10-08 | Teamey Kyle | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-10-08 | Speakman Shirley | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-10-08 | Shadrick-Wilson Ryan D | Director | C-Conversion | A | Common Stock | 50,000 | 0.00 | 5.00 | 50,000 | — | ↗ |
| 2021-10-08 | SOFTBANK GROUP CORP | Director / 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 31,714,972 | — | ↗ |
| 2021-10-08 | Roush John A | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-10-08 | NIGGLI MICHAEL R | Director | — | D | Stock Option (right to buy) | 177,785 | 0.31 | 54.4K | 0 | — | ↗ |
| 2021-10-08 | Moftakhar Amir | Officer | — | D | Employee Stock Option (right to buy) | 183,887 | 0.33 | 61.3K | 0 | — | ↗ |
| 2021-10-08 | Levy Sarah Kirshbaum | Director | C-Conversion | A | Common Stock | 50,000 | 0.00 | 5.00 | 50,000 | — | ↗ |
| 2021-10-08 | Kriger Adam M. | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-10-08 | Jinich Daniel | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-10-08 | Hossfeld Rich | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-10-08 | Goddard Janie | Director | C-Conversion | D | Class B Ordinary Shares | 50,000 | 0.00 | — | 0 | — | ↗ |
| 2021-10-08 | Garabedian Raffi | Director | — | D | Restricted Stock Units | 24,868 | 0.00 | — | 0 | — | ↗ |
| 2021-10-08 | GINNS JONATHAN J | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-10-08 | Evans Craig E | Director / Officer | — | I | Employee Stock Option (right to buy) | 296,058 | 0.33 | 97.8K | 0 | — | ↗ |
| 2021-10-08 | Dresselhuys Eric P. | Director / Officer | — | D | Restricted Stock Units | 130,059 | 0.00 | — | 0 | — | ↗ |
| 2021-10-08 | Breakthrough Energy Ventures, LLC | 10% Owner | — | D | Common Stock, $0.0001 par value per share | 0 | 0.00 | — | 16,037,874 | — | ↗ |
| 2021-10-08 | Bodner Jeff | Officer | — | D | Employee Stock Option (right to buy) | 44,133 | 5.38 | 237.3K | 0 | — | ↗ |
| 2021-10-08 | ACON S2 Sponsor, L.L.C. | 10% Owner | C-Conversion | A | Common Stock | 6,100,000 | 0.00 | 610.00 | 6,100,000 | — | ↗ |
| 2020-11-16 | ACON S2 Management, LLC | 10% Owner | J-Other | D | Class B ordinary shares | 937,500 | 0.00 | — | 6,100,000 | — | ↗ |
| 2020-09-16 | Shadrick-Wilson Ryan D | Director | — | D | Class B ordinary shares | 50,000 | 0.00 | — | 0 | — | ↗ |
| 2020-09-16 | Roush John A | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-09-16 | Levy Sarah Kirshbaum | Director | — | D | Class B ordinary shares | 50,000 | 0.00 | — | 0 | — | ↗ |
| 2020-09-16 | Kriger Adam M. | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-09-16 | Jinich Daniel | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-09-16 | Goddard Janie | Director | — | D | Class B ordinary shares | 50,000 | 0.00 | — | 0 | — | ↗ |
| 2020-09-16 | GINNS JONATHAN J | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-09-16 | ACON S2 Management, LLC | 10% Owner | — | D | Class B ordinary shares | 7,187,500 | 0.00 | — | 0 | — | ↗ |
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Drew Buckley | Chief Executive Officer & Director | 942.1K | male |
| Kelly F. Goodman | Chief Strategy Officer, General Counsel & Corporate Secretary | 794.8K | female |
| Kate Suhadolnik | Chief Financial Officer | 784.0K | female |
| Jigish Trivedi | Chief Operating Officer | 430.4K | male |
| Randall Selesky | Chief Commercial Officer | — | male |
| Erik Bylin | Head of Investor Relations | — | — |
| Paul Notti | Vice President of Sales & Business Development | — | male |
| Brian Lisiecki | Chief Information Officer | — | male |
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for GWH
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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