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Harvard Bioscience, Inc. (HBIO)

USD6.15 +0.10 (+1.65%)
US NASDAQ Healthcare Medical - Instruments & Supplies
Address 84 October Hill Road 1746
Holliston, MA, US
CEO John D. Duke
IPO 2001-03-19
CIK 1123494 ISIN US4169062043

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Description

Harvard Bioscience, Inc. develops, manufactures, and sells technologies, products, and services for life science applications in the Americas, Europe, the Middle East, Africa, Asia, and internationally. The company offers cellular and molecular technology products, such as syringe and peristaltic infusion pump products; electroporation and electrofusion instruments, amino acid analyzers, spectrophotometers, and other equipment for molecular level testing and research; and precision scientific measuring instrumentation and equipment, including data acquisition systems for cellular analysis, complete micro electrode array solutions for in vivo recordings, and in vitro systems for extracellular recordings. It provides preclinical products that includes platform to assess physiological data from organisms for research, drug discovery, and drug development services comprising implantable and externally worn telemetry systems for use in research to collect cardiovascular, central nervous system, respiratory, and metabolic data; behavioral products; isolated organ and surgical products, instruments and accessories for tissue, and organ-based lab research, including surgical products, infusion systems, and behavior research systems; turn-key respiratory system solutions, including plethysmograph chambers, data acquisition hardware, physiological signal analysis software, and final report generation; inhalation and exposure systems; and GLP-capable data acquisition and analysis systems. The company markets its products through websites and distributors to research scientists in pharmaceutical and biotechnology companies, universities, hospitals, and government laboratories; and contract research organizations and academic laboratories. It primarily sells its products under the Harvard Apparatus, Biochrom, BTX, HEKA, KD Scientific, MCS, Warner, DSI, Panlab, Hugo Sachs, and Buxco brands. Harvard Bioscience, Inc. was founded in 1901 and is based in Holliston, Massachusetts.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Date Filing
GENOMIC SOLUTIONS 2002-08-29 View
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
USD6.15 +0.10 (+1.65%)
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Volume Profile
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Liquidity & share structure
Average Volume
41.8K
Beta
1.51
Float Shares
3.50M
Free Float %
78.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+2.87% -19.35% +19.42% +0.27% -4.38% -16.82% +50.00% -89.58% -91.96% -81.39% -93.06%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

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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 (5 ratings, all time) Buy
Price Targets & DCF
Current price
6.15
Low 6.00 -2.4%
Consensus 6.00 -2.4%
Median 6.00 -2.4%
High 6.00 -2.4%
DCF (Unlevered) 1.04 -83.2%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 50% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 0 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
6.00
-2.4%
Last Year 1
6.00
-2.4%
All Time 2
38.00
+517.9%
Quality scores
Altman Z-Score
-0.15
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Instruments & Supplies: +7.9%
    -8.1% Q1'26: -4.7% (vs Q1'25)
  • EPS growth Medical - Instruments & Supplies: +16.3%
    -357.1% Q1'26: +93.2% (vs Q1'25)
  • FCF margin FCF growth · Medical - Instruments & Supplies: +27.1%
    +6.5% Q1'26: -5.2% (vs Q1'25)
  • EBIT margin Medical - Instruments & Supplies: +13.5%
    -0.7% Q1'26: -0.6% (vs Q1'25)
  • ROIC Medical - Instruments & Supplies: +6.0%
    -1.3% Q1'26: -5.1% (vs Q1'25)
  • Share dilution Medical - Instruments & Supplies: +0.1%
    +2.0% Q1'26: +1.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Instruments & Supplies: -0.24×
    8.33× Q1'26: -13.36× (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 (1.57) × ERP
WACC = 41% × Ke + 59% × Kd (11.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 1.01 Current price: 6.15
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 2001
actual
Dec 2007
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
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.
Revenue
40.87M
est: 36.70M (+11.4%)
83.41M
est: 75.95M (+9.8%)
108.66M
est: 127.56M (-14.8%)
108.66M
est: 106.77M (+1.8%)
104.52M
est: 105.13M (-0.6%)
101.88M
est: 100.88M (+1.0%)
120.77M
est: 120.05M (+0.6%)
116.18M
est: 117.00M (-0.7%)
102.10M
est: 102.10M (+0.0%)
118.90M
est: 118.33M (+0.5%)
113.34M
est: 115.23M (-1.6%)
112.25M
est: 101.13M (+11.0%)
94.14M
est: 93.75M (+0.4%)
86.55M
est: 85.90M (+0.8%)
89.00M
88.90M – 89.10M
+3.6% YoY
96.00M
95.89M – 96.11M
+7.9% YoY
86.50M
86.41M – 86.59M
-9.9% YoY
EBITDA
3.76M
est: -1.17M (+420.1%)
9.53M
est: 4.41M (+116.4%)
9.29M
est: 10.36M (-10.4%)
1.73M
est: 4.07M (-57.6%)
1.80M
est: 4.01M (-55.1%)
-101.0K
est: 3.85M (-102.6%)
5.36M
est: 6.10M (-12.1%)
7.64M
est: 8.66M (-11.8%)
5.17M
est: 3.90M (+32.8%)
9.02M
est: 4.51M (+99.8%)
944.0K
est: 7.58M (-87.5%)
8.03M
est: 4.08M (+97.1%)
-1.47M
est: 3.78M (-139.0%)
5.32M
est: 3.46M (+53.5%)
3.59M
3.58M – 3.59M
+3.6% YoY
3.87M
3.87M – 3.87M
+7.9% YoY
3.49M
3.48M – 3.49M
-9.9% YoY
EBIT
786.4K
est: -4.78M (+116.5%)
9.93M
est: 8.49M (+17.0%)
5.41M
est: 7.26M (-25.5%)
-2.85M
est: -3.23M (+12.0%)
-2.44M
est: -3.18M (+23.4%)
-1.91M
est: -3.06M (+37.6%)
-2.47M
est: 1.11M (-321.9%)
-92.0K
est: 450.9K (-120.4%)
-2.46M
est: -3.09M (+20.4%)
1.40M
est: -3.58M (+139.1%)
-6.63M
est: -790.2K (-739.2%)
1.04M
est: -2.72M (+138.0%)
-8.46M
est: -2.52M (-235.0%)
-629.0K
est: -2.31M (+72.8%)
-2.40M
-2.40M – -2.39M
-3.6% YoY
-2.58M
-2.59M – -2.58M
-7.9% YoY
-2.33M
-2.33M – -2.33M
+9.9% YoY
Net Income
-5.21M
est: -5.37M (+3.1%)
-1.35M
est: -776.0K (-74.5%)
2.36M
est: 2.85M (-17.4%)
-19.04M
est: 5.88M (-423.9%)
-4.31M
est: 6.82M (-163.1%)
-865.0K
est: 6.10M (-114.2%)
-3.46M
est: -2.42M (-42.8%)
-4.69M
est: -5.94M (+21.1%)
-7.81M
est: 6.97M (-212.1%)
-288.0K
est: 12.34M (-102.3%)
-9.52M
est: -5.43M (-75.3%)
-3.42M
est: -1.10M (-210.1%)
-12.41M
est: 2.00M (-721.0%)
-56.70M
est: 1.33M (-4,357.6%)
-6.90M
-6.91M – -6.89M
-618.3% YoY
1.33M
1.33M – 1.33M
+119.3% YoY
— – —
-100.0% YoY
SGA
14.52M
est: 12.53M (+15.9%)
25.18M
est: 22.50M (+11.9%)
35.05M
est: 39.02M (-10.2%)
40.41M
est: 46.04M (-12.2%)
41.44M
est: 45.33M (-8.6%)
39.61M
est: 43.50M (-8.9%)
45.83M
est: 41.89M (+9.4%)
46.02M
est: 53.51M (-14.0%)
43.43M
est: 44.03M (-1.4%)
48.95M
est: 51.02M (-4.1%)
49.53M
est: 57.06M (-13.2%)
46.89M
est: 43.64M (+7.4%)
43.71M
est: 40.46M (+8.0%)
36.96M
est: 37.07M (-0.3%)
38.41M
38.37M – 38.45M
+3.6% YoY
41.43M
41.38M – 41.47M
+7.9% YoY
37.33M
37.29M – 37.37M
-9.9% YoY
EPS
-2.00
est: 0.13 (-1,700.0%)
-0.44
est: 0.26 (-270.0%)
0.70
est: 0.23 (+204.3%)
-5.70
est: 0.14 (-4,322.2%)
-1.30
est: 0.16 (-929.8%)
-0.26
est: 0.14 (-283.6%)
-0.97
est: 0.20 (-591.2%)
-1.20
est: 0.19 (-742.8%)
-2.00
est: 0.16 (-1,350.0%)
-0.07
est: 0.28 (-125.1%)
-2.30
est: 0.09 (-2,564.3%)
-0.81
est: -0.25 (-224.5%)
-2.80
est: 0.45 (-722.2%)
-12.80
est: 0.30 (-4,366.7%)
-1.56
-1.56 – -1.55
-618.3% YoY
0.30
0.30 – 0.30
+119.3% YoY
— – —
-100.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-08 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-07 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-06 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-05 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-04 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-01 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-30 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-29 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-28 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-27 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-24 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-23 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-22 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-21 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-20 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-17 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-16 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
4.37M
OE per share TTM
0.99
Owner's Yield
14.38%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
9.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
64
Total invested
11.68M
Insider transactions (90d)
0
Beneficial owners (>5%)
25
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 First Light Asset Management, LLC 4.64M 13.29% 4.64M IA Delaware 2018-02-14
2 Mathew P. Arens 4.64M 13.29% 4.64M IN State of America 2018-02-14
3 Matthew P. Arens 4.24M 12.16% 4.24M IN States of America 2017-11-14
4 B. Riley Asset Management LLC 3.26M 7.84% 3.26M 3.26M IA Delaware 2023-02-15
5 (1) BlackRock, Inc. 2.91M 6.80% 2.85M 2.91M HC Delaware 2024-01-26
6 Harvey Partners, LLC 2.91M 7.00% 2.72M 2.91M IA Citizenship or Place of Organization 2023-02-14
7 George McCabe 2.54M 6.22% 2.54M 2.54M IN USA 2022-02-11
8 Portolan Capital Management, LLC 2.54M 6.22% 2.54M 2.54M IA Delaware 2022-02-11
9 David Green 2.45M 7.26% IN United Kingdom 2015-02-18
10 AMH Equity LLC 2.31M 5.32% 84.1K 84.1K PN New York, USA 2024-03-19
11 Leviticus Partners, L.P. 2.31M 5.32% 2.22M 2.22M IA Delaware, USA 2024-03-19
12 Paul J. Solit 2.16M 5.70% 2.16M 2.16M IN Citizenship or Place of Organization 2019-07-17
13 First Light Focus Fund GP, LLC 2.00M 5.72% 2.00M HC Delaware 2018-02-14
14 First Light Focus Fund, LP 2.00M 5.72% 2.00M PN Delaware 2018-02-14
15 (. 1.99M 5.33% 1.88M 1.99M IA Delaware 2019-02-08
16 Potomac Capital Management Inc. 1.91M 5.10% 1.91M 1.91M CO Citizenship or Place of Organization 2019-07-17
17 Potomac Capital Management V LLC 1.91M 5.10% 1.91M 1.91M OO Citizenship or Place of Organization 2019-07-17
18 Potomac Capital Partners V, LP 1.91M 5.10% 1.91M 1.91M PN Citizenship or Place of Organization 2019-07-17
19 30-0447847 1.88M 4.60% 1.82M 1.88M IA Delaware Limited Partnership 2022-02-08
20 HEARTLAND ADVISORS, INC. 1.70M 4.90% 1.70M IA U.S.A. 2018-01-09
21 William J. Nasgovitz 1.70M 4.90% 1.70M IN U.S.A. 2018-01-09
22 1,642,276 1.64M 5.10% 15.5K 1.64M IA Massachusetts 2015-02-12
23 1,413,215 1.41M 4.20% 334.7K 1.41M IA Massachusetts 2016-02-10
24 Harvard Bioscience, Inc. 708.5K 5.80% 708.5K CO Delaware 2022-06-21
25 Polar Asset Management Partners Inc. 0.00% IA Canada 2017-02-08

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2025 Q4
Investors holding
64
+5 vs prev Q
New positions
13
Closed positions
10
Increased
32
Reduced
18
Put/Call ratio
0.00
Calls held
49.1K
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 NANO CAP NEW MILLENNIUM GROWTH FUND L P 600.0K +600.0K (+100.0%) 401.28M +401.3M (+100.0%) 1.35% +1.347 pp 0.34% +0.342 pp USD0.67 +0.0% 1 qtrs NEW
2 VANGUARD GROUP INC 1.92M +71.4K (+3.9%) 1.29M +473.7K (+58.3%) 4.32% +0.137 pp 0.00% +0.000 pp USD4.45 -84.9% 84 qtrs
3 ACADIAN ASSET MANAGEMENT LLC 1.77M +702.9K (+65.7%) 1.18M +717.0K (+153.5%) 3.98% +1.564 pp 0.00% +0.001 pp USD2.35 -71.5% 50 qtrs
4 MEROS INVESTMENT MANAGEMENT, LP 1.22M +299.4K (+32.6%) 814.4K +411.7K (+102.2%) 2.73% +0.660 pp 0.32% +0.151 pp USD3.28 -79.6% 17 qtrs
5 CORSAIR CAPITAL MANAGEMENT, L.P. 1.11M +1.0M (+1,008.7%) 741.5K +697.6K (+1,591.0%) 2.49% +2.263 pp 0.12% +0.108 pp USD0.65 +3.1% 2 qtrs
6 RENAISSANCE TECHNOLOGIES LLC 1.02M +152.8K (+17.6%) 683.0K +302.2K (+79.3%) 2.29% +0.332 pp 0.00% +0.001 pp USD2.47 -72.9% 80 qtrs
7 TWO SIGMA INVESTMENTS, LP 1.01M +538.3K (+113.5%) 677.1K +469.2K (+225.7%) 2.27% +1.202 pp 0.00% +0.001 pp USD0.70 -4.3% 30 qtrs
8 TWO SIGMA ADVISERS, LP 878.6K +635.4K (+261.3%) 587.6K +481.0K (+451.1%) 1.97% +1.423 pp 0.00% +0.001 pp USD0.66 +1.5% 51 qtrs
9 BLACKROCK, INC. 622.3K +929.0 (+0.1%) 416.2K +143.7K (+52.7%) 1.40% -0.006 pp 0.00% +0.000 pp USD2.67 -74.9% 6 qtrs
10 MILLENNIUM MANAGEMENT LLC 546.1K -25.6K (-4.5%) 365.2K +114.5K (+45.7%) 1.23% -0.065 pp 0.00% +0.000 pp USD0.44 +52.3% 3 qtrs
11 GEODE CAPITAL MANAGEMENT, LLC 460.8K +18.9K (+4.3%) 308.2K +114.4K (+59.0%) 1.03% +0.037 pp 0.00% +0.000 pp USD4.46 -85.0% 78 qtrs
12 PORTOLAN CAPITAL MANAGEMENT, LLC 409.7K +409.7K (+100.0%) 274.0K +274.0K (+100.0%) 0.92% +0.919 pp 0.01% +0.015 pp USD0.67 +0.0% 1 qtrs NEW
13 WILLIAMS & NOVAK, LLC 348.8K +73.3K (+26.6%) 233.3K +112.5K (+93.1%) 0.78% +0.161 pp 0.18% +0.083 pp USD0.86 -22.1% 5 qtrs
14 CITIGROUP INC 193.8K +192.3K (+12,744.8%) 129.6K +129.0K (+19,511.5%) 0.44% +0.432 pp 0.00% +0.000 pp USD0.69 -2.9% 11 qtrs
15 ESSEX INVESTMENT MANAGEMENT CO LLC 184.7K +184.7K (+100.0%) 123.5K +123.5K (+100.0%) 0.41% +0.415 pp 0.02% +0.019 pp USD0.67 +0.0% 1 qtrs NEW
16 RBF CAPITAL, LLC 160.0K +— (+0.0%) 107.0K +36.8K (+52.5%) 0.36% -0.002 pp 0.00% +0.002 pp USD0.57 +17.5% 4 qtrs
17 STATE STREET CORP 149.4K +— (+0.0%) 99.9K +34.4K (+52.5%) 0.34% -0.002 pp 0.00% +0.000 pp USD4.98 -86.5% 51 qtrs
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 139.9K +55.5K (+65.8%) 93.5K +56.6K (+152.9%) 0.31% +0.124 pp 0.00% +0.000 pp USD0.80 -16.3% 5 qtrs
19 ASSENAGON ASSET MANAGEMENT S.A. 139.2K -2.0 (0.0%) 93.1K +32.1K (+52.5%) 0.31% -0.002 pp 0.00% +0.000 pp USD1.25 -46.4% 18 qtrs
20 BANK OF NEW YORK MELLON CORP 126.2K +— (+0.0%) 84.4K +29.1K (+52.5%) 0.28% -0.002 pp 0.00% +0.000 pp USD5.11 -86.9% 66 qtrs
21 NORTHERN TRUST CORP 92.0K -53.2K (-36.6%) 61.5K -2.1K (-3.4%) 0.21% -0.121 pp 0.00% +0.000 pp USD4.70 -85.7% 51 qtrs
22 VIRTU FINANCIAL LLC 59.5K +59.5K (+100.0%) 40.0K +40.0K (+100.0%) 0.13% +0.134 pp 0.00% +0.002 pp USD0.67 +0.0% 3 qtrs
23 GAMCO INVESTORS, INC. ET AL 57.0K +57.0K (+100.0%) 38.1K +38.1K (+100.0%) 0.13% +0.128 pp 0.00% +0.000 pp USD0.67 +0.0% 7 qtrs
24 GOLDMAN SACHS GROUP INC 49.8K +37.1K (+291.9%) 33.3K +27.7K (+497.8%) 0.11% +0.083 pp 0.00% +0.000 pp USD1.09 -38.5% 47 qtrs
25 PASADENA PRIVATE WEALTH, LLC 45.0K -198.9K (-81.6%) 30.1K -76.9K (-71.9%) 0.10% -0.450 pp 0.00% -0.011 pp USD3.93 -83.0% 26 qtrs
26 LEGATO CAPITAL MANAGEMENT LLC 43.5K +29.5K (+210.4%) 29.1K +22.9K (+373.4%) 0.10% +0.066 pp 0.00% +0.002 pp USD1.39 -51.8% 13 qtrs
27 CITADEL ADVISORS LLC 43.0K +43.0K (+100.0%) 28.8K +28.8K (+100.0%) 0.10% +0.097 pp 0.00% +0.000 pp USD0.67 +0.0% 1 qtrs NEW
28 XTX TOPCO LTD 39.3K +39.3K (+100.0%) 26.3K +26.3K (+100.0%) 0.09% +0.088 pp 0.00% +0.001 pp USD0.67 +0.0% 3 qtrs
29 GABELLI FUNDS LLC 39.0K +— (+0.0%) 26.1K +9.0K (+52.5%) 0.09% -0.001 pp 0.00% +0.000 pp USD2.71 -75.3% 7 qtrs
30 FMR LLC 32.9K -12.7K (-27.8%) 22.0K +2.0K (+10.1%) 0.07% -0.029 pp 0.00% +0.000 pp USD0.63 +6.3% 11 qtrs
31 JANE STREET GROUP, LLC 29.8K +29.8K (+100.0%) 19.9K +19.9K (+100.0%) 0.07% +0.067 pp 0.00% +0.000 pp USD0.67 +0.0% 1 qtrs NEW
32 CALLAN FAMILY OFFICE, LLC 29.8K -53.0 (-0.2%) 19.9K +6.8K (+52.2%) 0.07% -0.001 pp 0.00% +0.000 pp USD0.44 +52.3% 3 qtrs
33 DIMENSIONAL FUND ADVISORS LP 27.8K -468.4K (-94.4%) 18.6K -199.0K (-91.5%) 0.06% -1.058 pp 0.00% +0.000 pp USD3.85 -82.6% 51 qtrs
34 GREENWOOD CAPITAL ASSOCIATES LLC 27.8K +— (+0.0%) 18.6K +6.4K (+52.5%) 0.06% 0.000 pp 0.00% +0.001 pp USD3.81 -82.4% 30 qtrs
35 GROUP ONE TRADING, L.P. 25.5K +23.7K (+1,307.2%) 17.1K +16.3K (+2,046.3%) 0.06% +0.053 pp 0.00% +0.000 pp USD0.66 +1.5% 5 qtrs
36 ABEL HALL, LLC 25.3K -6.9K (-21.5%) 16.9K +2.8K (+19.7%) 0.06% -0.016 pp 0.00% -0.002 pp USD0.44 +52.3% 3 qtrs
37 UBS GROUP AG 21.2K +7.9K (+59.7%) 14.2K +8.4K (+143.4%) 0.05% +0.018 pp 0.00% +0.000 pp USD0.58 +15.5% 45 qtrs
38 TWO SIGMA SECURITIES, LLC 17.5K +17.5K (+100.0%) 11.7K +11.7K (+100.0%) 0.04% +0.039 pp 0.00% +0.002 pp USD0.67 +0.0% 1 qtrs NEW
39 QUBE RESEARCH & TECHNOLOGIES LTD 17.0K -20.2K (-54.3%) 11.4K -4.9K (-30.3%) 0.04% -0.046 pp 0.00% +0.000 pp USD0.44 +52.3% 3 qtrs
40 MORGAN STANLEY 16.7K -17.0 (-0.1%) 11.2K +3.8K (+52.4%) 0.04% 0.000 pp 0.00% +0.000 pp USD3.09 -78.3% 51 qtrs
41 VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC 16.5K +16.5K (+100.0%) 11.1K +11.1K (+100.0%) 0.04% +0.037 pp 0.00% +0.000 pp USD0.67 +0.0% 1 qtrs NEW
42 POINT72 ASSET MANAGEMENT, L.P. 14.7K +14.7K (+100.0%) 9.8K +9.8K (+100.0%) 0.03% +0.033 pp 0.00% +0.000 pp USD0.67 +0.0% 1 qtrs NEW
43 SIMPLEX TRADING, LLC 13.8K +11.0K (+401.6%) 9.2K +8.2K (+822.5%) 0.03% +0.025 pp 0.00% +0.000 pp USD0.62 +8.1% 10 qtrs
44 CERTUITY, LLC 13.7K +— (+0.0%) 9.1K +3.2K (+52.5%) 0.03% 0.000 pp 0.00% +0.000 pp USD8.08 -91.7% 19 qtrs
45 GSK PLC 11.2K +11.2K (+100.0%) 7.5K +7.5K (+100.0%) 0.03% +0.025 pp 0.00% +0.001 pp USD0.67 +0.0% 1 qtrs NEW
46 ETHIC INC. 10.9K -1.5K (-12.0%) 7.3K +1.9K (+34.2%) 0.02% -0.004 pp 0.00% +0.000 pp USD0.44 +52.3% 3 qtrs
47 BALBOA WEALTH PARTNERS 10.0K -1.8K (-14.9%) 6.7K +1.5K (+29.8%) 0.02% -0.004 pp 0.00% +0.000 pp USD0.56 +19.6% 4 qtrs
48 SBI SECURITIES CO., LTD. 8.7K +— (+0.0%) 5.8K +2.0K (+52.5%) 0.02% 0.000 pp 0.00% +0.000 pp USD1.07 -37.4% 5 qtrs
49 BROWN SHIPLEY& CO LTD 4.8K +— (+0.0%) 3.2K +1.1K (+52.6%) 0.01% 0.000 pp 0.00% +0.001 pp USD4.19 -84.0% 12 qtrs
50 ROYAL BANK OF CANADA 4.8K -2.6K (-35.3%) 3.0K +— (+0.0%) 0.01% -0.006 pp 0.00% +0.000 pp USD0.44 +52.3% 11 qtrs
51 TOWER RESEARCH CAPITAL LLC (TRC) 2.4K -6.1K (-71.7%) 1.6K -2.1K (-56.8%) 0.01% -0.014 pp 0.00% 0.000 pp USD1.24 -46.0% 11 qtrs
52 NISA INVESTMENT ADVISORS, LLC 2.3K +— (+0.0%) 1.5K +527.0 (+52.5%) 0.01% +0.000 pp 0.00% +0.000 pp USD0.83 -19.3% 7 qtrs
53 JPMORGAN CHASE & CO 2.0K +323.0 (+19.7%) 1.3K +593.0 (+82.6%) 0.00% +0.001 pp 0.00% +0.000 pp USD0.48 +39.6% 25 qtrs
54 FEDERATED HERMES, INC. 1.7K +— (+0.0%) 1.1K +382.0 (+52.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD0.57 +17.5% 4 qtrs
55 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4.00 -1.9K (-99.8%) 651.00 -182.0 (-21.8%) 0.00% -0.004 pp 0.00% +0.000 pp USD0.25 +168.0% 2 qtrs
56 BNP PARIBAS ARBITRAGE, SNC 680.00 +— (+0.0%) 455.00 +157.0 (+52.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.09 -83.6% 43 qtrs
57 BANK OF AMERICA CORP /DE/ 451.00 +9.0 (+2.0%) 301.00 +108.0 (+56.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.04 -78.0% 23 qtrs
58 PNC FINANCIAL SERVICES GROUP, INC. 144.00 -7.4K (-98.1%) 96.00 -3.2K (-97.1%) 0.00% -0.017 pp 0.00% +0.000 pp USD1.58 -57.6% 9 qtrs
59 100.00 +100.0 (+100.0%) 67.00 +67.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD0.66 +1.5% 1 qtrs NEW
60 BARCLAYS PLC 21.00 -58.6K (-100.0%) 14.00 -157.8K (-100.0%) 0.00% -0.132 pp 0.00% +0.000 pp USD0.48 +39.6% 11 qtrs
61 OPTIVER HOLDING B.V. 14.00 +— (+0.0%) 9.00 +3.0 (+50.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD0.43 +55.8% 2 qtrs
62 EVERSOURCE WEALTH ADVISORS, LLC -1.2K (-100.0%) -535.0 (-100.0%) 0.00% -0.003 pp 0.00% +0.000 pp USD 7 qtrs SOLD
63 HARVEY PARTNERS, LLC -2.1M (-100.0%) -898.9K (-100.0%) 0.00% -4.627 pp 0.00% -0.080 pp USD 26 qtrs SOLD
64 GRANAHAN INVESTMENT MANAGEMENT, LLC -603.5K (-100.0%) -264.6K (-100.0%) 0.00% -1.362 pp 0.00% -0.011 pp USD 64 qtrs SOLD
65 RIALTO WEALTH MANAGEMENT, LLC -1.1K (-100.0%) -475.0 (-100.0%) 0.00% -0.002 pp 0.00% 0.000 pp USD 3 qtrs SOLD
66 BRIGHTON JONES LLC -25.0K (-100.0%) -11.0K (-100.0%) 0.00% -0.056 pp 0.00% 0.000 pp USD 6 qtrs SOLD
67 BRIDGEWAY CAPITAL MANAGEMENT, LLC -12.5K (-100.0%) -5.5K (-100.0%) 0.00% -0.028 pp 0.00% 0.000 pp USD 76 qtrs SOLD
68 ACUITAS INVESTMENTS, LLC -491.1K (-100.0%) -215.3K (-100.0%) 0.00% -1.109 pp 0.00% -0.138 pp USD 11 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 16 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 State Street SPDR S&P Emerging Markets Small Cap ETF EWX 0.01% 72.7K 0.65%
2 Dimensional - US Sustainability Core 1 ETF DFSU 0.00% 11.9K 0.15%
3 Vanguard Extended Market ETF VXF 0.00% 241.6K 0.05%
4 Dimensional - US Core Equity 1 ETF DCOR 0.00% 5.8K 0.14%
5 Dimensional - US Small Cap ETF DFAS 0.00% 8.5K 0.26%
6 Vanguard U.S. Total Market Shares Index ETF VTS.AX 0.00% 1.5K 0.03%
7 Vanguard U.S. Total Market Index ETF VUN.TO 0.00% 4.2K 0.17%
8 Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO 0.00% 312.01 0.17%
9 Vanguard Total Stock Market ETF VTI 0.00% 722.0K 0.03%
10 Vanguard All-Equity ETF Portfolio VEQT.TO 0.00% 1.6K 0.22%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
4
Sells
0
Shares acquired
36.0K
Shares disposed
Cash buys
4.00
Cash sales
Net activity
+36,000
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-20 Frost Mark T Officer A-Award A Common Stock 30,000 0.00 47,500 D
2026-03-20 Duke John D Director / Officer A-Award A Common Stock 75,000 0.00 180,000 D
2026-03-17 Snider William Director P-Purchase A Common Stock 8,475 4.85 41.1K 32,000 D
2026-03-17 DENELSKY STEPHEN J Director P-Purchase A Common Stock 10,000 4.87 48.7K 21,000 D
2026-03-16 Snider William Director P-Purchase A Common Stock 12,525 4.99 62.5K 23,525 D
2026-03-16 Frost Mark T Officer P-Purchase A Common Stock 5,000 5.00 25.0K 17,500 D
2026-03-16 Duke John D Director / Officer P-Purchase A Common Stock 5,000 5.01 25.1K 105,000 D
2025-12-17 Snider William Director A-Award A Common Stock 110,000 0.00 110,000 D
2025-09-05 DENELSKY STEPHEN J Director A-Award A Common Stock 110,000 0.00 110,000 D
2025-08-15 Green James W Director D-Return D Common Stock 49,048 0.00 2,796,040 D
2025-08-08 Duke John D Director / Officer A-Award A Common Stock 500,000 0.00 1,000,000 D
2025-07-16 Gagnon Robert E. Director A-Award A Common Stock 110,000 0.00 110,000 D
2025-07-16 Eade Katherine A. Director A-Award A Common Stock 110,000 0.00 421,126 D
2025-07-16 Benson Seth Benjamin Director A-Award A Common Stock 110,000 0.00 110,000 D
2025-06-02 Duke John D Director 0 0.00 0
2025-05-12 Frost Mark T Officer Common Stock 0 0.00 25,000 D
2025-03-19 Green James W Director / Officer F-InKind D Common Stock 38,413 0.69 26.5K 2,845,088 D
2025-03-19 Cote Jennifer Officer F-InKind D Common Stock 5,687 0.69 3.9K 159,019 D
2024-12-31 Green James W Director / Officer D-Return D Common Stock 145,365 0.00 2,883,501 D
2024-12-29 Green James W Director / Officer F-InKind D Common Stock 56,915 1.98 112.7K 3,054,176 D
2024-12-29 Cote Jennifer Officer F-InKind D Common Stock 4,731 1.98 9.4K 164,007 D
2024-06-13 Green James W Director / Officer P-Purchase A Common Stock 10,000 2.91 29.1K 3,111,091
2024-06-06 Green James W Director / Officer P-Purchase A Common Stock 20,000 3.07 61.4K 3,101,091
2024-05-21 Loewald Thomas W Director A-Award A Common Stock 45,872 0.00 295,311
2024-05-21 LOY BERTRAND Director A-Award A Common Stock 56,575 0.00 56,575
2024-05-21 Eade Katherine A. Director A-Award A Common Stock 45,872 0.00 311,126
2024-05-21 EDRICK ALAN I Director A-Award A Common Stock 45,872 0.00 273,911
2024-03-06 Cote Jennifer Officer F-InKind D Common Stock 9,920 4.11 40.8K 168,738
2024-03-05 Green James W Director / Officer A-Award A Common Stock 214,797 0.00 3,081,091
2024-03-05 Cote Jennifer Officer A-Award A Common Stock 35,800 0.00 178,658
2023-12-31 Green James W Director / Officer F-InKind D Common Stock 82,790 5.35 442.9K 2,651,497
2023-12-29 Green James W Director / Officer F-InKind D Common Stock 52,206 5.35 279.3K 2,734,287
2023-12-29 Cote Jennifer Director / Officer F-InKind D Common Stock 2,631 5.35 14.1K 107,058
2023-08-17 Green James W Director / Officer P-Purchase A Common Stock 25,000 4.38 109.5K 2,862,679
2023-06-11 Green James W Director / Officer F-InKind D Common Stock 48,373 5.46 264.1K 2,837,679
2023-05-22 Loewald Thomas W Director A-Award A Common Stock 25,554 0.00 249,439
2023-05-22 LOY BERTRAND Director A-Award A Common Stock 31,516 0.00 79,009
2023-05-22 Eade Katherine A. Director A-Award A Common Stock 25,554 0.00 265,254
2023-05-22 EDRICK ALAN I Director A-Award A Common Stock 25,554 0.00 228,039
2023-03-15 Green James W Director / Officer P-Purchase A Common Stock 20,000 2.60 52.0K 2,886,052
2023-03-15 EDRICK ALAN I Director P-Purchase A Common Stock 16,192 2.62 42.4K 202,485
2023-03-14 Green James W Director / Officer P-Purchase A Common Stock 20,000 2.67 53.4K 2,866,052
2023-03-14 EDRICK ALAN I Director P-Purchase A Common Stock 13,808 2.67 36.9K 186,293
2023-03-06 Green James W Director / Officer A-Award A Common Stock 339,610 0.00 2,846,052
2023-03-06 Cote Jennifer Officer A-Award A Common Stock 29,880 0.00 112,968
2023-01-01 Green James W Officer F-InKind D Common Stock 49,322 2.77 136.6K 2,153,302
2023-01-01 Cote Jennifer Officer D Common Stock 0 0.00 30,334
2022-12-29 Rossi Michael A. Officer F-InKind D Common Stock 3,162 2.55 8.1K 267,338
2022-12-29 Green James W Officer F-InKind D Common Stock 24,187 2.55 61.7K 2,254,624
2022-12-01 Green James W Officer P-Purchase A Common Stock 15,000 2.61 39.2K 2,278,811
2022-11-30 Green James W Officer P-Purchase A Common Stock 15,000 2.41 36.2K 2,263,811
2022-08-26 LOY BERTRAND Director P-Purchase A Common Stock 9,291 3.41 31.7K 399,651
2022-08-24 LOY BERTRAND Director P-Purchase A Common Stock 17,291 3.23 55.8K 382,116
2022-08-23 LOY BERTRAND Director P-Purchase A Common Stock 8,939 3.23 28.9K 364,825
2022-08-22 LOY BERTRAND Director P-Purchase A Common Stock 4,918 3.16 15.5K 355,886
2022-08-19 LOY BERTRAND Director P-Purchase A Common Stock 9,608 3.28 31.5K 350,968
2022-08-18 LOY BERTRAND Director P-Purchase A Common Stock 1,151 3.19 3.7K 341,360
2022-08-17 Green James W Officer P-Purchase A Common Stock 40,000 3.19 127.6K 2,248,811
2022-07-18 Rossi Michael A. Officer F-InKind D Common Stock 7,008 3.63 25.4K 270,500
2022-07-08 Green James W Officer F-InKind D Common Stock 92,771 3.90 361.8K 2,208,811
2022-06-15 Green James W Officer P-Purchase A Common Stock 30,000 3.71 111.3K 2,301,582
2022-06-11 Rossi Michael A. Officer F-InKind D Common Stock 6,325 3.95 25.0K 277,508
2022-06-11 Green James W Officer F-InKind D Common Stock 48,373 3.95 191.1K 2,271,582
2022-05-24 Loewald Thomas W Director A-Award A Common Stock 38,259 0.00 223,885
2022-05-24 LOY BERTRAND Director A-Award A Common Stock 47,493 0.00 340,209
2022-05-24 Eade Katherine A. Director A-Award A Common Stock 38,259 0.00 239,700
2022-05-24 EDRICK ALAN I Director A-Award A Common Stock 38,259 0.00 172,485
2022-05-06 Green James W Director / Officer P-Purchase A Common Stock 30,000 3.78 113.4K 2,309,955
2022-03-01 Rossi Michael A. Officer A-Award A Common Stock 31,021 0.00 255,117
2022-03-01 Green James W Director / Officer A-Award A Common Stock 145,365 0.00 2,279,955
2022-01-01 Loewald Thomas W Director A-Award A Common Stock 2,525 0.00 185,626
2022-01-01 LOY BERTRAND Director A-Award A Common Stock 4,489 0.00 292,716
2022-01-01 Green James W Director / Officer F-InKind D Common Stock 47,424 7.05 334.3K 1,977,554
2022-01-01 Eade Katherine A. Director A-Award A Common Stock 2,525 0.00 201,441
2022-01-01 EDRICK ALAN I Director A-Award A Common Stock 2,525 0.00 134,226
2021-12-29 Rossi Michael A. Officer F-InKind D Common Stock 3,163 7.27 23.0K 227,859
2021-12-29 Olson Kenneth Fletcher Officer F-InKind D Common Stock 2,812 7.27 20.4K 158,942
2021-12-29 Green James W Director / Officer D-Return D Common Stock 24,187 7.27 175.8K 2,053,761
2021-12-28 Loewald Thomas W Director A-Award A Common Stock 1,401 0.00 183,101
2021-12-28 LOY BERTRAND Director A-Award A Common Stock 1,401 0.00 288,227
2021-12-28 Eade Katherine A. Director A-Award A Common Stock 1,401 0.00 198,916
2021-12-28 EDRICK ALAN I Director A-Award A Common Stock 1,401 0.00 131,701
2021-11-12 Green James W Director / Officer G-Gift D Common Stock 13,777 0.00 2,077,948
2021-11-01 Olson Kenneth Fletcher Officer F-InKind D Common Stock 1,539 7.37 11.3K 161,754
2021-08-23 Green James W Director / Officer S-Sale D Common Stock 48,175 8.02 386.4K 2,091,725
2021-07-18 Rossi Michael A. Officer F-InKind D Common Stock 6,966 7.57 52.7K 231,022
2021-07-08 Green James W Director / Officer F-InKind D Common Stock 92,772 8.03 745.0K 2,139,900
2021-06-11 Rossi Michael A. Officer A-Award A Common Stock 21,546 0.00 244,160
2021-06-11 Olson Kenneth Fletcher Officer A-Award A Common Stock 18,378 0.00 169,773
2021-06-11 Green James W Director / Officer A-Award A Common Stock 109,070 0.00 2,388,848
2021-05-25 Loewald Thomas W Director A-Award A Common Stock 14,400 0.00 181,700
2021-05-25 LOY BERTRAND Director A-Award A Common Stock 14,400 0.00 286,826
2021-05-25 Eade Katherine A. Director A-Award A Common Stock 14,400 0.00 197,515
2021-05-25 EDRICK ALAN I Director A-Award A Common Stock 14,400 0.00 130,300
2021-05-21 Green James W Director / Officer M-Exempt A Common Stock 24,312 2.63 63.9K 2,304,090
2021-05-20 Green James W Officer M-Exempt A Common Stock 14,876 2.63 39.1K 2,294,654
2021-05-19 Green James W Director / Officer M-Exempt D Stock option (right to buy) 39,188 2.63 103.1K 391,878
2021-05-18 Green James W Director / Officer M-Exempt A Common Stock 39,188 2.63 103.1K 2,318,966
2021-03-23 KENNEDY JOHN F Director G-Gift D Common Stock 6,895 0.00 323,344
2021-03-17 KENNEDY JOHN F Director G-Gift D Common Stock 6,250 0.00 336,489
2021-03-12 Green James W Director / Officer S-Sale D Common Stock 35,000 5.98 209.3K 2,279,778
2021-03-01 Rossi Michael A. Officer A-Award A Common Stock 36,876 0.00 222,614
2021-03-01 Olson Kenneth Fletcher Officer A-Award A Common Stock 31,453 0.00 151,395
2021-03-01 Green James W Director / Officer A-Award A Common Stock 194,698 0.00 2,128,104
2021-01-04 Steele Susan M. Director A-Award A Common Stock 10,800 0.00 49,400
2021-01-04 Loewald Thomas W Director A-Award A Common Stock 15,300 0.00 167,300
2021-01-04 LOY BERTRAND Director A-Award A Common Stock 21,300 0.00 272,426
2021-01-04 KENNEDY JOHN F Director A-Award A Common Stock 13,200 0.00 342,739
2021-01-04 Eade Katherine A. Director A-Award A Common Stock 14,200 0.00 183,115
2021-01-04 EDRICK ALAN I Director A-Award A Common Stock 16,300 0.00 115,900
2021-01-01 Green James W Director / Officer F-InKind D Common Stock 30,478 4.29 130.8K 1,933,406
2020-12-31 Rossi Michael A. Officer F-InKind D Common Stock 3,744 4.29 16.1K 147,276
2020-12-31 Olson Kenneth Fletcher Officer F-InKind D Common Stock 3,299 4.29 14.2K 87,137
2020-12-31 Green James W Director / Officer F-InKind D Common Stock 26,231 4.29 112.5K 1,963,884
2020-11-01 Olson Kenneth Fletcher Officer F-InKind D Common Stock 1,806 3.46 6.2K 86,792
2020-08-06 KENNEDY JOHN F Director G-Gift D Common Stock 7,500 0.00 329,539
2020-07-30 KENNEDY JOHN F Director G-Gift D Common Stock 6,830 0.00 337,039
2020-07-21 KENNEDY JOHN F Director G-Gift D Common Stock 6,830 0.00 343,869
2020-07-18 Rossi Michael A. Officer A-Award A Common Stock 23,877 0.00 157,814
2020-07-15 KENNEDY JOHN F Director G-Gift D Common Stock 6,830 0.00 350,699
2020-07-08 KENNEDY JOHN F Director G-Gift D Common Stock 6,830 0.00 357,529
2020-07-08 Green James W Director / Officer A-Award A Common Stock 209,180 0.00 2,147,605
2020-07-01 Steele Susan M. Director A-Award A Common Stock 1,300 0.00 38,600
2020-07-01 LOY BERTRAND Director A-Award A Common Stock 1,300 0.00 251,126
2020-07-01 EDRICK ALAN I Director A-Award A Common Stock 4,000 0.00 99,600
2020-06-18 Steele Susan M. Director A-Award A Common Stock 28,100 0.00 37,300
2020-06-18 Loewald Thomas W Director A-Award A Common Stock 28,100 0.00 152,000
2020-06-18 LOY BERTRAND Director A-Award A Common Stock 28,100 0.00 249,826
2020-06-18 KENNEDY JOHN F Director A-Award A Common Stock 28,100 0.00 364,359
2020-06-18 Eade Katherine A. Director A-Award A Common Stock 28,100 0.00 168,915
2020-06-18 EDRICK ALAN I Director A-Award A Common Stock 28,100 0.00 95,600
2020-06-12 EDRICK ALAN I Director P-Purchase A Common Stock 20,000 2.63 52.5K 67,500
2020-06-11 Rossi Michael A. Officer A-Award A Common Stock 43,092 0.00 133,937
2020-06-11 Olson Kenneth Fletcher Officer A-Award A Common Stock 36,756 0.00 53,705
2020-06-11 LOY BERTRAND Director D-Return D Common Stock 1,767 0.00 221,726
2020-06-11 KENNEDY JOHN F Director D-Return D Common Stock 3,534 0.00 336,259
2020-06-11 Green James W Director / Officer A-Award A Common Stock 218,141 0.00 1,720,284
2020-05-23 Green James W Director / Officer F-InKind D Common Stock 10,302 2.66 27.4K 1,502,143
2020-05-07 Green James W Director / Officer P-Purchase A Common Stock 10,000 2.53 25.3K 1,512,445
2020-05-01 Steele Susan M. Director A-Award A Common Stock 9,200 0.00 9,200
2020-04-13 Steele Susan M. Director A-Award A Non-Qualified Stock Option (right to buy) 115,900 2.48 287.4K 115,900
2020-04-06 Steele Susan M. Director 0 0.00 0
2020-01-02 Loewald Thomas W Director A-Award A Common Stock 20,700 0.00 123,900
2020-01-02 LOY BERTRAND Director A-Award A Common Stock 30,000 0.00 223,493
2020-01-02 KENNEDY JOHN F Director A-Award A Common Stock 24,200 0.00 339,793
2020-01-02 Eade Katherine A. Director A-Award A Common Stock 19,300 0.00 140,815
2020-01-02 EDRICK ALAN I Director A-Award A Common Stock 15,700 0.00 47,500
2020-01-01 Green James W Director / Officer F-InKind D Common Stock 32,959 3.05 100.5K 71,631
2019-11-13 LOY BERTRAND Director P-Purchase A Common Stock 6,100 2.52 15.4K 193,493
2019-11-12 LOY BERTRAND Director P-Purchase A Common Stock 10,579 2.51 26.6K 187,393
2019-11-11 LOY BERTRAND Director P-Purchase A Common Stock 12,855 2.59 33.3K 176,814
2019-11-11 Green James W Director / Officer P-Purchase A Common Stock 10,000 2.61 26.1K 1,535,404
2019-11-08 LOY BERTRAND Director P-Purchase A Common Stock 6,616 2.64 17.5K 163,959
2019-11-01 Olson Kenneth Fletcher Officer A-Award A Stock option (right to buy) 37,037 2.95 109.3K 37,037
2019-11-01 EDRICK ALAN I Director A-Award A Common Stock 600 0.00 31,800
2019-10-31 Singh Yash Officer A-Award A Common Stock 39,286 0.00 39,286
2019-10-01 EDRICK ALAN I Director A-Award A Common Stock 5,800 0.00 31,200
2019-09-13 LOY BERTRAND Director P-Purchase A Common Stock 7,372 3.11 22.9K 157,343
2019-09-12 LOY BERTRAND Director P-Purchase A Common Stock 11,297 3.07 34.7K 149,971
2019-09-11 LOY BERTRAND Director P-Purchase A Common Stock 15,590 3.01 46.9K 138,674
2019-09-10 EDRICK ALAN I Director A-Award A Non-Qualified Stock Option (right to buy) 101,800 2.92 297.3K 101,800
2019-09-03 EDRICK ALAN I Director D Common Stock 0 0.00 25,400
2019-08-20 Loewald Thomas W Director P-Purchase A Common Stock 20,000 2.53 50.5K 103,200
2019-08-16 Green James W Director / Officer P-Purchase A Common Stock 10,000 2.49 24.9K 1,525,404
2019-08-09 Green James W Director / Officer P-Purchase A Common Stock 20,000 2.47 49.3K 1,515,404
2019-08-09 Eade Katherine A. Director P-Purchase A Common Stock 39,915 2.48 98.8K 121,515
2019-08-01 Loewald Thomas W Director A-Award A Common Stock 900 0.00 83,200
2019-08-01 LOY BERTRAND Director A-Award A Common Stock 6,600 0.00 191,550
2019-08-01 Eade Katherine A. Director A-Award A Common Stock 1,100 0.00 81,600
2019-07-18 Rossi Michael A. Officer A-Award A Common Stock 47,753 0.00 47,753
2019-07-08 Green James W Director / Officer A-Award A Common Stock 202,875 0.00 413,612
2019-07-07 Duchemin Jeffrey Director / Officer D-Return D Common Stock 285,473 0.00 464,528
2019-06-28 Duchemin Jeffrey Director / Officer J-Other A Common Stock 3,334 1.70 5.7K 750,001
2019-05-24 Duchemin Jeffrey Director / Officer F-InKind D Common Stock 1,111 2.31 2.6K 746,667
2019-05-23 Loewald Thomas W Director A-Award A Common Stock 35,100 0.00 82,300
2019-05-23 LOY BERTRAND Director A-Award A Common Stock 35,100 0.00 184,950
2019-05-23 KENNEDY JOHN F Director A-Award A Common Stock 35,100 0.00 315,593
2019-05-23 Green James W Director A-Award A Common Stock 35,100 0.00 216,012
2019-05-23 Eade Katherine A. Director A-Award A Common Stock 35,100 0.00 80,500
2019-04-12 Duchemin Jeffrey Director / Officer S-Sale D Common Stock 400 4.65 1.9K 830,888
2019-04-11 Duchemin Jeffrey Director / Officer S-Sale D Common Stock 12,425 4.51 56.0K 831,288
2019-04-10 Duchemin Jeffrey Director / Officer S-Sale D Common Stock 6,332 4.50 28.5K 843,713
2019-03-07 Unninayar Kamalam Officer A-Award A Stock option (right to buy) 91,139 3.79 345.4K 91,139
2019-03-07 Duchemin Jeffrey Director / Officer A-Award A Common Stock 56,517 0.00 850,045
2019-01-02 Loewald Thomas W Director A-Award A Common Stock 13,800 0.00 47,200
2019-01-02 LOY BERTRAND Director A-Award A Common Stock 14,000 0.00 149,850
2019-01-02 KENNEDY JOHN F Director A-Award A Common Stock 17,700 0.00 280,493
2019-01-02 Green James W Director A-Award A Common Stock 21,100 0.00 175,287
2019-01-02 Eade Katherine A. Director A-Award A Common Stock 12,700 0.00 45,400
2019-01-01 Unninayar Kamalam Officer F-InKind D Common Stock 1,603 3.18 5.1K 16,866
2019-01-01 Sun Yong Officer F-InKind D Common Stock 19,339 3.18 61.5K 242,805
2019-01-01 Duchemin Jeffrey Director / Officer F-InKind D Common Stock 61,755 3.18 196.4K 680,494
2018-12-14 KENNEDY JOHN F Director G-Gift D Common Stock 47,687 0.00 262,793
2018-11-26 Unninayar Kamalam Officer A-Award A Stock option (right to buy) 44,585 3.79 169.0K 44,585
2018-08-29 Green James W Director P-Purchase A Common Stock 2,500 5.74 14.4K 159,812
2018-08-29 Gagnon Robert E. Officer S-Sale D Common Stock 8,889 5.77 51.3K 321,169
2018-08-14 Sun Yong Officer M-Exempt D Stock option (right to buy) 50,000 4.31 215.5K 0
2018-08-09 Duchemin Jeffrey Director / Officer M-Exempt A Common Stock 44,500 4.31 191.8K 835,242
2018-08-08 Duchemin Jeffrey Director / Officer M-Exempt A Common Stock 5,500 4.31 23.7K 796,242
2018-08-07 Gagnon Robert E. Officer M-Exempt A Common Stock 37,500 5.56 208.5K 449,301

Executive team

Top executives
EBIT / Employee
-1.9K
Shares Outstanding
4.47M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 John Duke President & Chief Executive Officer 203.1K 100.0K 598.9K 3.2K 905.2K 66.16%
2 2025 James W. Green Former Chairman, President & Chief Executive Officer 336.9K 18.9K 355.8K 0.00%
3 2025 Mark Frost Chief Financial Officer & Treasurer 201.8K 100.0K 35.2K 6.5K 343.5K 10.25%
4 2025 Jennifer Cote Former Chief Financial Officer and Treasurer 118.8K 4.2K 123.0K 0.00%
5 2024 James W. Green Chairman, President & Chief Executive Officer 513.4K 1.80M 23.1K 2.34M 77.04%
6 2024 James W. Green Former Chairman, President & Chief Executive Officer 513.4K 1.80M 23.1K 2.34M 77.04%
7 2024 Jennifer Cote Chief Financial Officer and Treasurer 293.7K 300.0K 8.9K 602.6K 49.78%
8 2024 Jennifer Cote Former Chief Financial Officer and Treasurer 293.7K 300.0K 8.9K 602.6K 49.78%
9 2023 James W. Green Chairman, President & Chief Executive Officer 585.6K 1.77M 33.9K 2.39M 74.10%
10 2023 Jennifer Cote Chief Financial Officer and Treasurer 285.8K 67.5K 210.0K 8.0K 571.3K 36.76%
11 2022 James W. Green Chairman, President & Chief Executive Officer 573.7K 1.72M 33.6K 2.33M 73.92%
12 2022 Michael A. Rossi Chief Financial Officer 340.0K 340.0K 2.7K 682.7K 49.80%
13 2022 Kenneth Olson Chief Operating Officer 290.0K 17.9K 307.9K 0.00%
14 2021 James W. Green President and Chief Executive Officer 573.7K 1.72M 390.1K 52.5K 2.74M 62.87%
15 2021 James W. Green Chairman, President & Chief Executive Officer 573.7K 1.72M 390.1K 30.7K 2.72M 63.38%
16 2021 Michael A. Rossi Chief Financial Officer 340.0K 340.0K 115.6K 1.4K 797.0K 42.66%
17 2021 Kenneth Olson Chief Operating Officer 290.0K 290.0K 98.6K 17.6K 696.2K 41.65%
18 2020 James W. Green President and Chief Executive Officer 573.7K 1.22M 573.7K 215.3K 34.0K 2.62M 68.59%
19 2020 Kenneth Olson Chief Operating Officer 285.3K 206.2K 96.7K 54.4K 186.5K 829.1K 36.53%
20 2020 Michael A. Rossi Chief Financial Officer 340.0K 241.8K 113.3K 63.8K 19.3K 778.2K 45.63%
21 2019 James W. Green President and Chief Executive Officer 264.8K 1.97M 43.4K 2.28M 86.49%
22 2019 James W. Green Chairman of the Board, President and Chief Executive Officer 264.8K 1.97M 43.4K 2.28M 86.49%
23 2019 Jeffrey A. Duchemin Former President and Chief Executive Officer 305.5K 663.5K 428.4K 448.0K 1.85M 59.17%
24 2019 Kam Unninayar Former Chief Financial Officer 150.4K 223.0K 144.0K 2.9K 520.3K 70.54%
25 2019 Michael A. Rossi Chief Financial Officer 145.2K 88.8K 85.0K 1.6K 320.5K 54.23%
26 2019 Yash Singh Executive Vice President, Cellular and Molecular Technologies 45.5K 119.0K 110.0K 274.6K 83.41%
27 2019 Kenneth Olson Chief Operating Officer 53.0K 51.4K 50.0K 2.0K 156.3K 64.84%
28 2018 Jeffrey A. Duchemin President and Chief Executive Officer 551.6K 367.6K 24.1K 1.76M 0.00%
29 2018 Jeffrey A. Duchemin Former President and Chief Executive Officer 551.6K 367.6K 816.0K 24.1K 1.76M 46.38%
30 2018 Robert E. Gagnon Former Chief Financial Officer and Treasurer 242.5K 10.4K 598.5K 0.00%
31 2018 Yong Sun Vice President and General Manager 254.9K 11.2K 460.5K 0.00%
32 2018 Kam Unninayar Chief Financial Officer 26.2K 10.0K 70.0K 176.2K 39.74%
33 2018 Kam Unninayar Former Chief Financial Officer 26.2K 10.0K 70.0K 70.0K 176.2K 79.48%
34 2017 Jeffrey A. Duchemin President and Chief Executive Officer 526.5K 158.1K 24.1K 1.53M 0.00%
35 2017 Robert E. Gagnon Former Chief Financial Officer and Treasurer 333.7K 70.0K 11.3K 914.9K 0.00%
36 2017 Robert E. Gagnon Chief Financial Officer and Treasurer 333.7K 70.0K 11.3K 914.9K 0.00%
37 2017 Yong Sun Vice President and General Manager 247.5K 24.9K 12.7K 49.9K 585.9K 2.17%
38 2017 Yong Sun Vice President Commercial Operations 247.5K 24.9K 12.7K 49.9K 545.9K 2.33%
39 2016 Jeffrey A. Duchemin President and Chief Executive Officer 505.8K 24.1K 1.35M 0.00%
40 2016 Robert E. Gagnon Former Chief Financial Officer and Treasurer 324.2K 11.3K 835.5K 0.00%
41 2016 Robert E. Gagnon Chief Financial Officer and Treasurer 324.2K 11.3K 835.5K 0.00%
42 2016 Yong Sun Vice President and General Manager 240.4K 9.6K 501.1K 0.00%
43 2016 Yong Sun Vice President Commercial Operations 240.4K 9.6K 501.1K 0.00%
44 2015 Jeffrey A. Duchemin President and Chief Executive Officer 489.7K 273.0K 26.5K 1.52M 17.99%
45 2015 Robert E. Gagnon Chief Financial Officer and Treasurer 321.3K 105.0K 13.7K 722.6K 14.53%
46 2015 Yong Sun Vice President Commercial Operations 240.0K 68.3K 9.7K 481.3K 14.18%
47 2015 Yoav Sibony Former Vice President Global Sales 165.5K 41.0K 13.5K 331.5K 12.35%
48 2014 Jeffrey A. Duchemin President and Chief Executive Officer 370.4K 300.0K 663.0K 29.0K 1.36M 48.66%
49 2014 Robert E. Gagnon Chief Financial Officer and Treasurer 295.3K 75.0K 221.0K 16.2K 607.4K 36.38%
50 2014 Yong Sun Vice President Commercial Operations 229.1K 31.0K 77.4K 10.6K 348.0K 22.23%
51 2014 Yoav Sibony Former Vice President Global Sales 185.5K 25.0K 77.4K 16.3K 304.1K 25.43%
52 2013 Jeffrey A. Duchemin President and Chief Executive Officer 121.8K 150.0K 1.11M 5.3K 1.39M 80.05%
53 2013 Robert E. Gagnon Chief Financial Officer and Treasurer 54.8K 333.6K 388.4K 85.88%
54 2013 Yong Sun Vice President Commercial Operations 39.5K 25.0K 222.4K 286.8K 77.53%
55 2013 Yoav Sibony Former Vice President Global Sales 34.0K 111.2K 145.2K 76.56%
56 2012 Chane Graziano Chairman and Chief Executive Officer 602.0K 366.9K 33.6K 1.38M 26.63%
57 2012 David Green President 504.7K 309.9K 23.5K 1.15M 26.84%
58 2012 Susan M. Luscinski Chief Operating Officer 318.3K 144.2K 12.5K 622.3K 23.17%
59 2012 Thomas McNaughton Chief Financial Officer and Treasurer 309.0K 144.2K 12.5K 613.0K 23.52%
60 2011 Chane Graziano Chairman and Chief Executive Officer 602.0K 316.0K 38.0K 1.26M 25.10%
61 2011 David Green President 504.7K 316.0K 25.3K 1.15M 27.50%
62 2011 Thomas McNaughton Chief Financial Officer and Treasurer 309.0K 147.0K 14.0K 611.0K 24.06%
63 2011 Susan M. Luscinski Chief Operating Officer 309.0K 110.2K 15.2K 540.1K 20.41%
64 2010 Chane Graziano Chairman and Chief Executive Officer 584.5K 220.0K 37.8K 1.32M 0.00%
65 2010 David Green President 490.0K 250.0K 25.3K 1.25M 0.00%
66 2010 Thomas McNaughton Chief Financial Officer and Treasurer 275.0K 100.0K 7.6K 623.8K 0.00%
67 2010 Susan M. Luscinski Chief Operating Officer 300.0K 50.0K 12.9K 604.0K 0.00%
68 2009 Chane Graziano Chairman and Chief Executive Officer 535.5K 766.6K 56.0K 34.6K 1.39M 55.04%
69 2009 David Green President 441.0K 56.0K 24.6K 1.29M 0.00%
70 2009 Susan M. Luscinski Chief Operating Officer 275.6K 56.0K 12.0K 726.9K 0.00%
71 2009 Thomas McNaughton Chief Financial Officer and Treasurer 235.0K 383.3K 56.0K 5.6K 679.9K 56.37%
72 2008 Chane Graziano Chairman and Chief Executive Officer 535.5K 335.8K 27.9K 899.1K 37.35%
73 2008 David Green President 441.0K 21.4K 686.3K 0.00%
74 2008 Susan M. Luscinski Chief Operating Officer 275.6K 10.8K 398.4K 0.00%
75 2008 Thomas McNaughton Chief Financial Officer and Treasurer 66.9K 160.6K 227.5K 70.60%
76 2008 Bryce A. Chicoyne Formerly Chief Financial Officer and Treasurer 83.5K 4.2K 87.7K 0.00%
77 2008 Thomas McNaughton Chief Financial Officer and Treasurer 66.9K 5.4K 72.3K 7.45%
78 2007 Chane Graziano Chairman and Chief Executive Officer 510.0K 1.13M 154.1K 26.6K 1.82M 61.97%
79 2007 David Green President 420.0K 429.8K 127.0K 21.7K 998.5K 43.05%
80 2007 Susan M. Luscinski Chief Operating Officer 262.5K 210.7K 52.9K 11.1K 537.2K 39.22%
81 2007 Bryce A. Chicoyne Formerly Chief Financial Officer and Treasurer 220.0K 215.4K 44.3K 7.8K 487.5K 44.18%
82 2007 Bryce A. Chicoyne Chief Financial Officer and Treasurer 220.0K 215.4K 44.3K 7.8K 487.5K 44.18%
83 2007 Mark A. Norige Fomerly President, Harvard Apparatus Business Unit 135.8K 7.5K 104.0K 0.00%
84 2006 Chane Graziano Chairman and Chief Executive Officer 486.0K 464.4K 282.0K 14.6K 1.25M 37.24%
85 2006 Chane Graziano Chairman and Chief Executive Officer 486.0K 464.4K 282.0K 14.6K 1.25M 37.24%
86 2006 David Green President 400.0K 355.4K 233.0K 22.0K 1.01M 35.17%
87 2006 David Green President 400.0K 355.4K 233.0K 22.0K 1.01M 35.17%
88 2006 Susan M. Luscinski Chief Operating Officer 250.0K 169.5K 73.0K 10.8K 503.2K 33.68%
89 2006 Susan M. Luscinski Chief Operating Officer 250.0K 169.5K 73.0K 10.8K 503.2K 33.68%
90 2006 Bryce A. Chicoyne Chief Financial Officer and Treasurer 200.0K 148.1K 59.0K 7.5K 414.6K 35.72%
91 2006 Bryce A. Chicoyne Chief Financial Officer and Treasurer 200.0K 148.1K 59.0K 7.5K 414.6K 35.72%
92 2006 Bryce A. Chicoyne Formerly Chief Financial Officer and Treasurer 200.0K 148.1K 59.0K 7.5K 414.6K 35.72%
93 2006 Mark A. Norige Fomerly President, Harvard Apparatus Business Unit 190.0K 95.0K 112.4K 8.9K 406.2K 27.66%
94 2006 Mark A. Norige Fomerly President, Harvard Apparatus Business Unit 190.0K 95.0K 112.4K 8.9K 406.2K 27.66%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-21 DEFA14A
2026-04-21 DEF 14A
2026-01-30 DEF 14A
2026-01-20 PRE 14A
2025-04-21 DEFA14A
2025-04-21 DEF 14A
2024-04-03 DEFA14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-04-21 DEFA14A
2026-04-21 DEF 14A
2026-04-01 4
2026-04-01 4
2026-03-23 SC 13D
2026-03-23 4
2026-03-18 4
2026-03-18 4
2026-03-17 8-K
2026-03-17 4

Executive team

NameTitleCompensationGender
John Duke President, Chief Executive Officer & Director 581.3K male
Mark T. Frost CFO, Treasurer, Principal Financial Officer & Principal Accounting Officer 426.0K male
David Panzarella Senior Vice President of Commercial male
Lori Packer Vice President of Global People Operations female
Ryan Wallace Senior Vice President of Global Sales male
Kathryn Flynn Corporate Controller
David Sirois Director of Corporate Accounting & SEC Reporting
ESG Rating
B
MEDICAL - INSTRUMENTS & SUPPLIES
2020
E (Environmental)
66.8 / 64.7
Company / Sector avg.
S (Social)
70.6 / 70.0
Company / Sector avg.
G (Governance)
64.6 / 67.5
Company / Sector avg.
ESG Total
67.4 / 67.4
Company / Sector avg.
ESG Score History MEDICAL - INSTRUMENTS & SUPPLIES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend history

Earnings history

Earnings reports

Stock splits