Health Catalyst, Inc. (HCAT)
South Jordan, UT, US
Health Catalyst, Inc. equips healthcare providers with crucial data and analytical technologies, alongside specialized services. Their extensive product line features a robust, enterprise-level data and analytics platform designed specifically for the healthcare sector. They additionally offer advanced artificial intelligence (AI) and data science solutions that integrate AI seamlessly into existing business intelligence tools, thereby enhancing analytical precision. The company's services also cover population health management, which identifies areas for improvement throughout the patient care journey, offering actionable recommendations and automated processes. For financial effectiveness, they provide critical insights into cost analysis, workforce efficiency, and revenue maximization. Moreover, Health Catalyst contributes to improving quality and safety by leveraging clinical and patient safety data, sophisticated analytics, and expert consulting. They also facilitate a national data ecosystem, promoting collaborative thought leadership and shared knowledge to generate groundbreaking insights that redefine healthcare delivery. Established in 2008 and based in South Jordan, Utah, the company was formerly known as HQC Holdings, Inc. before officially becoming Health Catalyst, Inc. in March 2017.
No mergers or acquisitions recorded for this company.
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +7.25% | -6.92% | +48.55% | -19.57% | -39.84% | -38.08% | -67.26% | -85.71% | -96.93% | -96.22% | -96.22% |
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 | 2 | 0 |
| Hold | 7 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 2 |
2.50
+20.2%
|
| Last Year | 6 |
3.67
+76.4%
|
| All Time | 20 |
18.40
+784.6%
|
-
Revenue growth Medical - Healthcare Information Services: +14.2%+1.5% Q1'26: -10.9% (vs Q1'25)
-
EPS growth Medical - Healthcare Information Services: +43.1%-121.7% Q1'26: -337.1% (vs Q1'25)
-
FCF margin FCF growth · Medical - Healthcare Information Services: +49.2%-6.0% Q1'26: +25.7% (vs Q1'25)
-
EBIT margin Medical - Healthcare Information Services: +8.8%-11.6% Q1'26: +0.0% (vs Q1'25)
-
ROIC Medical - Healthcare Information Services: +5.2%-11.2% Q1'26: +0.0% (vs Q1'25)
-
Share dilution Medical - Healthcare Information Services: -0.1%+16.1% Q1'26: +5.9% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Healthcare Information Services: -0.74×11.89× Q1'26: -0.05× (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 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 4 Rev. Ana. 4 EPS Ana. |
Dec 2027 6 Rev. Ana. 4 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
154.94M
est: 153.20M (+1.1%)
|
188.85M
est: 187.65M (+0.6%)
|
241.93M
est: 240.34M (+0.7%)
|
276.24M
est: 275.40M (+0.3%)
|
295.94M
est: 299.48M (-1.2%)
|
306.58M
est: 306.54M (+0.0%)
|
311.14M
est: 310.44M (+0.2%)
|
272.26M
265.89M – 278.79M
-12.3% YoY
|
266.76M
258.99M – 270.71M
-2.0% YoY
|
293.98M
279.65M – 303.48M
+10.2% YoY
|
| EBITDA |
-47.32M
est: -44.15M (-7.2%)
|
-85.91M
est: -57.03M (-50.6%)
|
-101.68M
est: -69.26M (-46.8%)
|
-82.92M
est: -34.87M (-137.8%)
|
-68.28M
est: 128.38M (-153.2%)
|
-10.65M
est: 131.41M (-108.1%)
|
14.40M
est: 133.07M (-89.2%)
|
116.71M
113.98M – 119.51M
-12.3% YoY
|
114.35M
111.02M – 116.04M
-2.0% YoY
|
126.02M
119.88M – 130.09M
+10.2% YoY
|
| EBIT |
-56.54M
est: -66.62M (+15.1%)
|
-104.64M
est: -118.98M (+12.1%)
|
-142.80M
est: -104.51M (-36.6%)
|
-134.44M
est: -180.39M (+25.5%)
|
-110.50M
est: 91.40M (-220.9%)
|
-52.08M
est: 93.56M (-155.7%)
|
-36.10M
est: 94.75M (-138.1%)
|
83.10M
81.15M – 85.09M
-12.3% YoY
|
81.42M
79.05M – 82.62M
-2.0% YoY
|
89.72M
85.35M – 92.63M
+10.2% YoY
|
| Net Income |
-60.10M
est: -65.69M (+8.5%)
|
-115.02M
est: -93.07M (-23.6%)
|
-153.21M
est: -30.02M (-410.3%)
|
-137.40M
est: -126.22M (-8.9%)
|
-118.15M
est: -103.02M (-14.7%)
|
-69.50M
est: 21.83M (-418.4%)
|
-177.97M
est: 13.60M (-1,409.0%)
|
4.35M
3.92M – 4.77M
-68.0% YoY
|
1.90M
1.80M – 2.00M
-56.4% YoY
|
15.90M
15.06M – 16.75M
+738.7% YoY
|
| SGA |
79.00M
est: 81.55M (-3.1%)
|
114.65M
est: 142.54M (-19.6%)
|
160.96M
est: 127.93M (+25.8%)
|
149.22M
est: 202.32M (-26.2%)
|
143.88M
est: 142.69M (+0.8%)
|
111.20M
est: 146.06M (-23.9%)
|
102.04M
est: 147.91M (-31.0%)
|
129.73M
126.69M – 132.84M
-12.3% YoY
|
127.10M
123.40M – 128.99M
-2.0% YoY
|
140.07M
133.25M – 144.60M
+10.2% YoY
|
| EPS |
-3.21
est: -1.09 (-194.1%)
|
-2.91
est: -0.73 (-300.4%)
|
-3.23
est: -0.50 (-547.5%)
|
-2.56
est: -0.34 (-656.0%)
|
-2.09
est: -1.49 (-40.3%)
|
-1.15
est: 0.31 (-468.2%)
|
-2.55
est: 0.20 (-1,378.1%)
|
0.07
0.06 – 0.07
-67.2% YoY
|
0.03
0.03 – 0.03
-58.1% YoY
|
0.23
0.22 – 0.24
+738.7% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-08 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-07 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-06 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-05 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-04 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-01 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-30 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-29 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-28 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-27 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-24 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-23 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-22 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-21 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-20 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-17 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-16 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
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 | First Light Asset Management, LLC | 5.25M | 8.63% | — | 5.25M | — | — | IA | Delaware | 2024-11-14 | ↗ |
| 2 | Mathew P. Arens | 5.25M | 8.63% | — | 5.25M | — | — | IN | Delaware | 2024-11-14 | ↗ |
| 3 | (1) BlackRock, Inc. | 4.83M | 8.80% | 4.64M | — | 4.83M | — | HC | Delaware | 2023-01-25 | ↗ |
| 4 | The Vanguard Group - 23-1945930 | 4.28M | 8.23% | — | 98.0K | 4.15M | 135.1K | IA | — | 2022-02-10 | ↗ |
| 5 | Wellington Group Holdings LLP | 3.21M | 5.58% | — | 2.69M | — | — | HC | Massachusetts | 2024-02-08 | ↗ |
| 6 | Wellington Investment Advisors Holdings LLP | 3.21M | 5.58% | — | 2.69M | — | — | HC | Massachusetts | 2024-02-08 | ↗ |
| 7 | Wellington Management Group LLP | 3.21M | 5.58% | — | 2.69M | — | — | HC | Massachusetts | 2024-02-08 | ↗ |
| 8 | 13-4064930 | 3.12M | 6.00% | 3.03M | — | 3.09M | — | IA | Delaware | 2022-02-14 | ↗ |
| 9 | Abigail P. Johnson | 3.11M | 5.82% | — | — | 3.11M | — | IN | Delaware | 2022-04-11 | ↗ |
| 10 | Wellington Management Company LLP | 3.07M | 5.33% | — | 2.66M | — | — | IA | Massachusetts | 2024-02-08 | ↗ |
| 11 | Israel A. Englander | 2.83M | 5.20% | — | 2.83M | — | 2.83M | IN | — | 2022-08-30 | ↗ |
| 12 | Millennium Group Management LLC | 2.83M | 5.20% | — | 2.83M | — | 2.83M | OO | — | 2022-08-30 | ↗ |
| 13 | Millennium Management LLC | 2.83M | 5.20% | — | 2.83M | — | 2.83M | OO | — | 2022-08-30 | ↗ |
| 14 | 2 | 2.82M | 5.00% | — | 2.82M | — | — | PN | United States | 2023-07-27 | ↗ |
| 15 | Steven A. Cohen | 2.78M | 4.00% | — | 2.78M | — | 2.78M | IN | Delaware | 2022-11-03 | ↗ |
| 16 | Point72 Asset Management, L.P. | 2.39M | 4.00% | — | 2.39M | — | 2.39M | PN | Delaware | 2022-11-03 | ↗ |
| 17 | Point72 Capital Advisors, Inc. | 2.39M | 4.00% | — | 2.39M | — | 2.39M | CO | Delaware | 2022-11-03 | ↗ |
| 18 | Cubist Systematic Strategies, LLC | 384.9K | 4.00% | — | 384.9K | — | 384.9K | OO | Delaware | 2022-11-03 | ↗ |
| 19 | FMR LLC | 194.9K | 0.36% | 194.1K | — | 194.9K | — | HC | Delaware | 2022-06-10 | ↗ |
| 20 | Point72 Middle East FZE | 13.8K | 4.00% | — | 13.8K | — | 13.8K | OO | Delaware | 2022-11-03 | ↗ |
| 21 | 95-1411037 | 13.00 | 6.50% | 3.39M | — | 3.39M | — | IA | Delaware | 2022-02-11 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | FIRST LIGHT ASSET MANAGEMENT, LLC | 12.91M -525.3K (-3.9%) | 30.86M -7.4M (-19.4%) | 18.35% -0.952 pp | 2.36% -1.251 pp | USD5.76 -58.5% | 26 qtrs — |
| 2 | NVERSES CAPITAL, LLC | 10.3K +10.3K (+100.0%) | 24.71M +24.7M (+100.0%) | 0.01% +0.015 pp | 0.06% +0.055 pp | USD2.39 +0.0% | 1 qtrs NEW |
| 3 | BLACKROCK, INC. | 5.19M -310.3K (-5.6%) | 12.41M -3.3M (-20.9%) | 7.38% -0.525 pp | 0.00% 0.000 pp | USD8.02 -70.2% | 6 qtrs — |
| 4 | VANGUARD GROUP INC | 4.43M +138.7K (+3.2%) | 10.60M -1.6M (-13.4%) | 6.30% +0.131 pp | 0.00% +0.000 pp | USD27.25 -91.2% | 26 qtrs — |
| 5 | WHETSTONE CAPITAL ADVISORS, LLC | 3.75M +19.0K (+0.5%) | 8.96M -1.7M (-15.7%) | 5.33% -0.030 pp | 2.80% -0.148 pp | USD4.11 -41.8% | 4 qtrs — |
| 6 | IMPAX ASSET MANAGEMENT GROUP PLC | 2.75M +— (+0.0%) | 6.57M -1.3M (-16.1%) | 3.91% -0.042 pp | 0.04% -0.005 pp | USD13.89 -82.8% | 22 qtrs — |
| 7 | NEPSIS INC. | 1.92M +402.8K (+26.6%) | 4.58M +266.6K (+6.2%) | 2.72% +0.549 pp | 1.41% +0.047 pp | USD4.24 -43.6% | 14 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.67M -70.4K (-4.1%) | 3.99M -968.4K (-19.5%) | 2.37% -0.127 pp | 0.00% 0.000 pp | USD24.55 -90.3% | 26 qtrs — |
| 9 | DIMENSIONAL FUND ADVISORS LP | 1.64M -272.6K (-14.2%) | 3.92M -1.5M (-28.1%) | 2.33% -0.417 pp | 0.00% 0.000 pp | USD11.13 -78.5% | 21 qtrs — |
| 10 | STATE STREET CORP | 1.33M +54.2K (+4.3%) | 3.17M -456.5K (-12.6%) | 1.89% +0.057 pp | 0.00% +0.000 pp | USD24.57 -90.3% | 26 qtrs — |
| 11 | PALOGIC VALUE MANAGEMENT, L.P. | 1.27M +178.2K (+16.3%) | 3.04M -76.3K (-2.5%) | 1.80% +0.237 pp | 1.27% +0.015 pp | USD4.34 -44.9% | 5 qtrs — |
| 12 | MILLENNIUM MANAGEMENT LLC | 1.08M -504.7K (-31.8%) | 2.59M -1.9M (-42.8%) | 1.54% -0.742 pp | 0.00% -0.001 pp | USD3.05 -21.6% | 26 qtrs — |
| 13 | KENNEDY CAPITAL MANAGEMENT LLC | 964.8K +2.1K (+0.2%) | 2.31M -437.8K (-16.0%) | 1.37% -0.012 pp | 0.05% -0.012 pp | USD7.16 -66.6% | 8 qtrs — |
| 14 | ACADIAN ASSET MANAGEMENT LLC | 932.7K -193.1K (-17.2%) | 2.23M -979.0K (-30.5%) | 1.33% -0.292 pp | 0.00% -0.002 pp | USD6.35 -62.4% | 13 qtrs — |
| 15 | RA CAPITAL MANAGEMENT, L.P. | 793.7K +793.7K (+100.0%) | 1.90M +1.9M (+100.0%) | 1.13% +1.128 pp | 0.02% +0.019 pp | USD2.39 +0.0% | 1 qtrs NEW |
| 16 | JPMORGAN CHASE & CO | 752.8K -58.0K (-7.1%) | 1.80M -511.5K (-22.1%) | 1.07% -0.095 pp | 0.00% +0.000 pp | USD10.53 -77.3% | 26 qtrs — |
| 17 | HIGHMARK WEALTH MANAGEMENT LLC | 741.5K +431.2K (+139.0%) | 1.77M +887.8K (+100.4%) | 1.05% +0.608 pp | 0.72% +0.333 pp | USD2.81 -14.9% | 23 qtrs — |
| 18 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 581.4K -389.3K (-40.1%) | 1.39M -1.4M (-49.8%) | 0.83% -0.568 pp | 0.00% -0.005 pp | USD5.05 -52.7% | 9 qtrs — |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 547.0K -75.7K (-12.2%) | 1.31M -467.4K (-26.3%) | 0.78% -0.117 pp | 0.00% 0.000 pp | USD21.46 -88.9% | 26 qtrs — |
| 20 | MARTIN & CO INC /TN/ | 513.2K +1.0K (+0.2%) | 1.23M -233.1K (-16.0%) | 0.73% -0.006 pp | 0.21% -0.049 pp | USD7.50 -68.1% | 6 qtrs — |
| 21 | BAIRD FINANCIAL GROUP, INC. | 493.7K -123.4K (-20.0%) | 1.18M -578.9K (-32.9%) | 0.70% -0.185 pp | 0.00% -0.001 pp | USD2.85 -16.1% | 2 qtrs — |
| 22 | NORTHERN TRUST CORP | 476.0K -52.8K (-10.0%) | 1.14M -369.4K (-24.5%) | 0.68% -0.083 pp | 0.00% +0.000 pp | USD30.25 -92.1% | 26 qtrs — |
| 23 | FMR LLC | 348.7K +75.8K (+27.8%) | 833.4K +55.6K (+7.1%) | 0.50% +0.104 pp | 0.00% +0.000 pp | USD8.17 -70.7% | 26 qtrs — |
| 24 | PRIMECAP MANAGEMENT CO/CA/ | 340.4K -1.0M (-75.1%) | 813.6K -3.1M (-79.1%) | 0.48% -1.483 pp | 0.00% -0.002 pp | USD11.97 -80.0% | 23 qtrs — |
| 25 | MORGAN STANLEY | 334.0K +91.6K (+37.8%) | 798.2K +107.5K (+15.6%) | 0.47% +0.127 pp | 0.00% +0.000 pp | USD9.13 -73.8% | 26 qtrs — |
| 26 | GOLDMAN SACHS GROUP INC | 316.8K -242.9K (-43.4%) | 757.2K -837.9K (-52.5%) | 0.45% -0.354 pp | 0.00% 0.000 pp | USD9.57 -75.0% | 26 qtrs — |
| 27 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 313.3K +313.3K (+100.0%) | 748.8K +748.8K (+100.0%) | 0.45% +0.445 pp | 0.07% +0.070 pp | USD2.39 +0.0% | 1 qtrs NEW |
| 28 | JANE STREET GROUP, LLC | 296.0K +165.6K (+127.0%) | 707.5K +335.9K (+90.4%) | 0.42% +0.233 pp | 0.00% +0.000 pp | USD2.74 -12.8% | 17 qtrs — |
| 29 | BANK OF NEW YORK MELLON CORP | 266.2K +37.0K (+16.1%) | 636.2K -17.1K (-2.6%) | 0.38% +0.049 pp | 0.00% +0.000 pp | USD8.22 -70.9% | 26 qtrs — |
| 30 | UBS GROUP AG | 263.5K +66.2K (+33.5%) | 629.7K +67.4K (+12.0%) | 0.37% +0.091 pp | 0.00% +0.000 pp | USD6.50 -63.2% | 26 qtrs — |
| 31 | DEUTSCHE BANK AG\ | 261.3K +49.7K (+23.5%) | 624.5K +21.3K (+3.5%) | 0.37% +0.067 pp | 0.00% +0.000 pp | USD8.58 -72.1% | 26 qtrs — |
| 32 | SQUAREPOINT OPS LLC | 188.7K +172.4K (+1,057.6%) | 450.9K +404.5K (+870.8%) | 0.27% +0.245 pp | 0.00% +0.000 pp | USD2.56 -6.6% | 23 qtrs — |
| 33 | BANK OF AMERICA CORP /DE/ | 182.8K +102.5K (+127.5%) | 436.9K +207.9K (+90.8%) | 0.26% +0.144 pp | 0.00% +0.000 pp | USD5.11 -53.2% | 26 qtrs — |
| 34 | — | 160.0K +160.0K (+100.0%) | 382.5K +382.5K (+100.0%) | 0.23% +0.227 pp | 0.02% +0.018 pp | USD2.39 +0.0% | 1 qtrs NEW |
| 35 | BARCLAYS PLC | 148.2K -12.0K (-7.5%) | 354.2K -949.5K (-72.8%) | 0.21% -0.020 pp | 0.00% 0.000 pp | USD7.51 -68.2% | 16 qtrs — |
| 36 | GSA CAPITAL PARTNERS LLP | 142.3K +142.3K (+100.0%) | 340.0K +340.0K (+100.0%) | 0.20% +0.202 pp | 0.03% +0.029 pp | USD2.39 +0.0% | 9 qtrs — |
| 37 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 136.6K -883.0 (-0.6%) | 325.1K -66.7K (-17.0%) | 0.19% -0.003 pp | 0.00% 0.000 pp | USD2.85 -16.1% | 2 qtrs — |
| 38 | CRAWFORD FUND MANAGEMENT, LLC | 135.0K -172.0K (-56.0%) | 322.7K -552.3K (-63.1%) | 0.19% -0.249 pp | 0.04% -0.098 pp | USD3.29 -27.4% | 3 qtrs — |
| 39 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 134.2K -96.1K (-41.7%) | 320.8K -335.7K (-51.1%) | 0.19% -0.140 pp | 0.01% -0.006 pp | USD2.85 -16.1% | 2 qtrs — |
| 40 | AMERICAN CENTURY COMPANIES INC | 132.1K -19.7K (-13.0%) | 315.8K -117.0K (-27.0%) | 0.19% -0.030 pp | 0.00% 0.000 pp | USD21.77 -89.0% | 26 qtrs — |
| 41 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 129.6K +34.6K (+36.4%) | 309.7K +39.0K (+14.4%) | 0.18% +0.048 pp | 0.01% +0.001 pp | USD2.73 -12.5% | 2 qtrs — |
| 42 | NUVEEN, LLC | 123.7K +— (+0.0%) | 295.5K -56.9K (-16.1%) | 0.18% -0.002 pp | 0.00% +0.000 pp | USD4.53 -47.2% | 4 qtrs — |
| 43 | INVESCO LTD. | 118.6K +7.2K (+6.5%) | 283.4K -34.1K (-10.7%) | 0.17% +0.009 pp | 0.00% +0.000 pp | USD19.97 -88.0% | 25 qtrs — |
| 44 | D. E. SHAW & CO., INC. | 113.6K +37.0K (+48.2%) | 271.6K +53.1K (+24.3%) | 0.16% +0.051 pp | 0.00% +0.000 pp | USD2.70 -11.5% | 7 qtrs — |
| 45 | TWO SIGMA INVESTMENTS, LP | 100.1K -77.0K (-43.5%) | 239.2K -265.5K (-52.6%) | 0.14% -0.112 pp | 0.00% 0.000 pp | USD3.07 -22.1% | 5 qtrs — |
| 46 | SEI INVESTMENTS CO | 95.9K +95.9K (+100.0%) | 229.2K +229.2K (+100.0%) | 0.14% +0.136 pp | 0.00% +0.000 pp | USD2.39 +0.0% | 1 qtrs NEW |
| 47 | RHUMBLINE ADVISERS | 90.1K -6.8K (-7.0%) | 215.2K -60.8K (-22.0%) | 0.13% -0.011 pp | 0.00% +0.000 pp | USD19.35 -87.6% | 26 qtrs — |
| 48 | PRICE T ROWE ASSOCIATES INC /MD/ | 87.4K +5.1K (+6.2%) | 209.0K -26.0K (-11.1%) | 0.12% +0.006 pp | 0.00% +0.000 pp | USD12.83 -81.4% | 26 qtrs — |
| 49 | AQR CAPITAL MANAGEMENT LLC | 84.9K -14.8K (-14.9%) | 203.0K -81.3K (-28.6%) | 0.12% -0.023 pp | 0.00% 0.000 pp | USD4.70 -49.1% | 7 qtrs — |
| 50 | ZACKS INVESTMENT MANAGEMENT | 84.0K -203.3K (-70.8%) | 200.7K -618.2K (-75.5%) | 0.12% -0.293 pp | 0.00% -0.005 pp | USD7.40 -67.7% | 12 qtrs — |
| 51 | ALLIANCEBERNSTEIN L.P. | 83.8K +15.0K (+21.8%) | 200.2K +4.2K (+2.2%) | 0.12% +0.020 pp | 0.00% +0.000 pp | USD17.18 -86.1% | 26 qtrs — |
| 52 | HSBC HOLDINGS PLC | 81.5K +— (+0.0%) | 192.0K -41.6K (-17.8%) | 0.12% -0.001 pp | 0.00% +0.000 pp | USD7.25 -67.0% | 11 qtrs — |
| 53 | WELLS FARGO & COMPANY/MN | 80.3K -7.0K (-8.0%) | 192.0K -56.8K (-22.8%) | 0.11% -0.011 pp | 0.00% +0.000 pp | USD6.05 -60.5% | 26 qtrs — |
| 54 | CREDIT AGRICOLE S A | 80.1K +80.1K (+100.0%) | 191.4K +191.4K (+100.0%) | 0.11% +0.114 pp | 0.00% +0.000 pp | USD2.39 +0.0% | 1 qtrs NEW |
| 55 | MCF ADVISORS LLC | 70.0K -5.0K (-6.7%) | 167.3K -46.5K (-21.7%) | 0.10% -0.008 pp | 0.01% -0.004 pp | USD3.41 -29.9% | 4 qtrs — |
| 56 | STATE OF WYOMING | 67.6K +33.3K (+97.3%) | 161.5K +63.9K (+65.4%) | 0.10% +0.047 pp | 0.02% +0.007 pp | USD4.43 -46.0% | 14 qtrs — |
| 57 | JUMP FINANCIAL, LLC | 59.0K +32.7K (+124.5%) | 141.0K +66.1K (+88.2%) | 0.08% +0.046 pp | 0.00% +0.001 pp | USD2.59 -7.7% | 2 qtrs — |
| 58 | SAGEVIEW ADVISORY GROUP, LLC | 55.4K +1.2K (+2.2%) | 132.4K -22.1K (-14.3%) | 0.08% +0.001 pp | 0.00% -0.001 pp | USD6.91 -65.4% | 5 qtrs — |
| 59 | JAIN GLOBAL LLC | 52.0K +52.0K (+100.0%) | 124.4K +124.4K (+100.0%) | 0.07% +0.074 pp | 0.00% +0.001 pp | USD2.39 +0.0% | 1 qtrs NEW |
| 60 | VERITION FUND MANAGEMENT LLC | 38.8K -4.4K (-10.2%) | 92.8K -30.4K (-24.7%) | 0.06% -0.007 pp | 0.00% 0.000 pp | USD7.05 -66.1% | 8 qtrs — |
| 61 | PERIGON WEALTH MANAGEMENT, LLC | 38.5K +— (+0.0%) | 92.1K -17.7K (-16.1%) | 0.05% -0.001 pp | 0.00% -0.001 pp | USD16.77 -85.7% | 16 qtrs — |
| 62 | SIGNAL ADVISORS WEALTH, LLC | 37.2K -39.5K (-51.5%) | 88.9K -129.8K (-59.3%) | 0.05% -0.057 pp | 0.01% -0.013 pp | USD3.77 -36.6% | 3 qtrs — |
| 63 | NET WORTH ADVISORY GROUP | 36.4K +36.4K (+100.0%) | 86.9K +86.9K (+100.0%) | 0.05% +0.052 pp | 0.02% +0.018 pp | USD2.39 +0.0% | 3 qtrs — |
| 64 | CREATIVE PLANNING | 33.8K +33.8K (+100.0%) | 80.7K +80.7K (+100.0%) | 0.05% +0.048 pp | 0.00% +0.000 pp | USD2.39 +0.0% | 1 qtrs NEW |
| 65 | CVS HEALTH CORP | 32.3K +— (+0.0%) | 77.1K -14.8K (-16.1%) | 0.05% -0.001 pp | 0.06% -0.032 pp | USD39.62 -94.0% | 17 qtrs — |
| 66 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 31.6K +31.6K (+100.0%) | 75.6K +75.6K (+100.0%) | 0.04% +0.045 pp | 0.00% +0.001 pp | USD2.39 +0.0% | 1 qtrs NEW |
| 67 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 31.4K -370.0 (-1.2%) | 75.0K -15.5K (-17.1%) | 0.04% -0.001 pp | 0.00% +0.000 pp | USD2.85 -16.1% | 7 qtrs — |
| 68 | TWO SIGMA ADVISERS, LP | 31.1K -103.1K (-76.8%) | 74.3K -308.1K (-80.6%) | 0.04% -0.149 pp | 0.00% -0.001 pp | USD3.91 -38.9% | 16 qtrs — |
| 69 | WILLIAMS & NOVAK, LLC | 30.2K +9.7K (+47.2%) | 72.3K +13.7K (+23.5%) | 0.04% +0.014 pp | 0.05% +0.009 pp | USD2.70 -11.5% | 2 qtrs — |
| 70 | INTECH INVESTMENT MANAGEMENT LLC | 30.1K -6.7K (-18.3%) | 71.8K -33.0K (-31.5%) | 0.04% -0.010 pp | 0.00% 0.000 pp | USD6.53 -63.4% | 6 qtrs — |
| 71 | SEPIO CAPITAL, LP | 29.5K +534.0 (+1.8%) | 70.4K -12.0K (-14.6%) | 0.04% +0.000 pp | 0.00% -0.001 pp | USD25.72 -90.7% | 24 qtrs — |
| 72 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27.3K -17.0K (-38.4%) | 65.3K -61.0K (-48.3%) | 0.04% -0.025 pp | 0.00% +0.000 pp | USD7.09 -66.3% | 14 qtrs — |
| 73 | QUADRATURE CAPITAL LTD | 26.9K +26.9K (+100.0%) | 64.3K +64.3K (+100.0%) | 0.04% +0.038 pp | 0.00% +0.001 pp | USD2.39 +0.0% | 1 qtrs NEW |
| 74 | AVANZA FONDER AB | 26.1K +— (+0.0%) | 62.3K -12.0K (-16.1%) | 0.04% 0.000 pp | 0.00% 0.000 pp | USD7.07 -66.2% | 5 qtrs — |
| 75 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 23.6K -1.8K (-6.9%) | 56.4K -15.8K (-21.9%) | 0.03% -0.003 pp | 0.00% +0.000 pp | USD26.30 -90.9% | 24 qtrs — |
| 76 | PROBITY ADVISORS, INC. | 23.4K -21.8K (-48.2%) | 55.9K -72.8K (-56.6%) | 0.03% -0.032 pp | 0.01% -0.012 pp | USD5.94 -59.8% | 8 qtrs — |
| 77 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 20.4K +— (+0.0%) | 48.8K -9.4K (-16.1%) | 0.03% 0.000 pp | 0.00% 0.000 pp | USD5.31 -55.0% | 5 qtrs — |
| 78 | SHELTON WEALTH MANAGEMENT, LLC | 20.0K +— (+0.0%) | 47.8K -9.2K (-16.1%) | 0.03% 0.000 pp | 0.02% -0.005 pp | USD2.85 -16.1% | 2 qtrs — |
| 79 | METLIFE INVESTMENT MANAGEMENT, LLC | 19.0K -19.1K (-50.1%) | 45.4K -63.0K (-58.2%) | 0.03% -0.028 pp | 0.00% 0.000 pp | USD14.00 -82.9% | 26 qtrs — |
| 80 | BNP PARIBAS ARBITRAGE, SNC | 17.7K +1.3K (+8.0%) | 42.2K -4.4K (-9.4%) | 0.03% +0.002 pp | 0.00% +0.000 pp | USD4.97 -51.9% | 5 qtrs — |
| 81 | LUNT CAPITAL MANAGEMENT, INC. | 17.3K +— (+0.0%) | 41.4K -8.0K (-16.1%) | 0.02% 0.000 pp | 0.02% -0.003 pp | USD12.50 -80.9% | 11 qtrs — |
| 82 | COLONY GROUP, LLC | 15.8K +3.3K (+26.2%) | 37.8K +1.4K (+4.0%) | 0.02% +0.005 pp | 0.00% +0.000 pp | USD3.76 -36.4% | 4 qtrs — |
| 83 | WALLEYE CAPITAL LLC | 14.9K -611.0 (-3.9%) | 35.6K -8.6K (-19.4%) | 0.02% -0.001 pp | 0.00% 0.000 pp | USD2.85 -16.1% | 2 qtrs — |
| 84 | OMNIA FAMILY WEALTH, LLC | 14.0K -10.0K (-41.7%) | 33.5K -34.9K (-51.1%) | 0.02% -0.015 pp | 0.01% -0.012 pp | USD4.53 -47.2% | 4 qtrs — |
| 85 | CIGNA INVESTMENTS INC /NEW | 14.0K +— (+0.0%) | 33.0K -7.0K (-17.5%) | 0.02% 0.000 pp | 0.00% -0.001 pp | USD46.50 -94.9% | 20 qtrs — |
| 86 | VOYA INVESTMENT MANAGEMENT LLC | 12.9K +— (+0.0%) | 30.8K -5.9K (-16.1%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD8.96 -73.3% | 24 qtrs — |
| 87 | HRT FINANCIAL LP | 12.6K +968.0 (+8.3%) | 30.0K -3.0K (-9.1%) | 0.02% +0.001 pp | 0.00% +0.000 pp | USD2.81 -14.9% | 9 qtrs — |
| 88 | PROSHARE ADVISORS LLC | 12.4K +793.0 (+6.9%) | 29.5K -3.4K (-10.4%) | 0.02% +0.001 pp | 0.00% +0.000 pp | USD7.18 -66.7% | 8 qtrs — |
| 89 | QUEST PARTNERS LLC | 12.3K +— (+0.0%) | 29.3K -5.6K (-16.1%) | 0.02% 0.000 pp | 0.00% -0.001 pp | USD7.12 -66.4% | 9 qtrs — |
| 90 | SG AMERICAS SECURITIES, LLC | 12.3K -2.0K (-14.0%) | 29.0K -12.0K (-29.3%) | 0.02% -0.003 pp | 0.00% 0.000 pp | USD5.11 -53.2% | 24 qtrs — |
| 91 | XTX TOPCO LTD | 12.0K -53.4K (-81.7%) | 28.7K -157.8K (-84.6%) | 0.02% -0.077 pp | 0.00% -0.009 pp | USD2.85 -16.1% | 14 qtrs — |
| 92 | CRESSET ASSET MANAGEMENT, LLC | 10.6K +— (+0.0%) | 25.3K -4.9K (-16.1%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD3.75 -36.3% | 3 qtrs — |
| 93 | DIVERGENT PLANNING, LLC | 11.0K +— (+0.0%) | 25.1K -7.5K (-23.0%) | 0.02% 0.000 pp | 0.01% -0.002 pp | USD3.77 -36.6% | 3 qtrs — |
| 94 | NEW YORK STATE COMMON RETIREMENT FUND | 9.3K +— (+0.0%) | 22.2K -4.3K (-16.1%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD23.08 -89.6% | 26 qtrs — |
| 95 | CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 9.2K +9.2K (+100.0%) | 21.9K +21.9K (+100.0%) | 0.01% +0.013 pp | 0.01% +0.005 pp | USD2.39 +0.0% | 1 qtrs NEW |
| 96 | LEGAL & GENERAL GROUP PLC | 6.1K +— (+0.0%) | 14.7K -2.8K (-16.1%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD22.06 -89.2% | 26 qtrs — |
| 97 | RUSSELL INVESTMENTS GROUP, LTD. | 5.7K -1.2K (-16.8%) | 13.7K -5.9K (-30.2%) | 0.01% -0.002 pp | 0.00% +0.000 pp | USD2.88 -17.0% | 15 qtrs — |
| 98 | AMERITAS INVESTMENT PARTNERS, INC. | 5.5K +— (+0.0%) | 13.3K -2.6K (-16.1%) | 0.01% 0.000 pp | 0.00% 0.000 pp | USD28.73 -91.7% | 26 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | ROBO Global Healthcare Technology and Innovation ETF HTEC | 0.82% | 406.9K | 0.68% |
| 2 | iShares Micro-Cap ETF IWC | 0.03% | 410.7K | 0.60% |
| 3 | Vanguard Global Value Equity Active ETF VVLU.AX | 0.02% | 173.8K | 0.28% |
| 4 | Fidelity Enhanced Small Cap ETF FESM | 0.01% | 809.2K | 0.28% |
| 5 | Xtrackers LPX Private Equity Swap UCITS ETF 1C XLPE.L | 0.01% | 43.9K | 0.70% |
| 6 | WisdomTree U.S. SmallCap Fund EES | 0.01% | 74.6K | 0.38% |
| 7 | Vanguard Russell 2000 Value ETF VTWV | 0.01% | 78.0K | 0.06% |
| 8 | Schwab U.S. Small-Cap ETF SCHA | 0.00% | 792.4K | 0.03% |
| 9 | Invesco RAFI US 1500 Small-Mid ETF PRFZ | 0.00% | 84.9K | 0.34% |
| 10 | Vanguard Russell 2000 ETF VTWO | 0.00% | 438.7K | 0.06% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | Nelson Steven H | Director | A-Award | A | Common Stock | 154,808 | 0.00 | — | 154,808 | D | ↗ |
| 2026-05-01 | Albert Benjamin | Director / Officer | F-InKind | D | Common Stock | 310 | 1.35 | 416.95 | 1,458,792 | D | ↗ |
| 2026-04-29 | Albert Benjamin | Director / Officer | A-Award | A | Common Stock | 1,124 | 0.00 | — | 1,459,102 | D | ↗ |
| 2026-03-10 | Albert Benjamin | Director / Officer | F-InKind | D | Common Stock | 70,455 | 1.85 | 130.2K | 1,457,978 | D | ↗ |
| 2026-03-02 | Llewelyn Linda | Officer | F-InKind | D | Common Stock | 13,836 | 1.66 | 23.0K | 329,651 | D | ↗ |
| 2026-03-02 | Landry Benjamin | Officer | F-InKind | D | Common Stock | 20,838 | 1.66 | 34.6K | 378,318 | D | ↗ |
| 2026-03-02 | Alger Jason | Officer | F-InKind | D | Common Stock | 26,970 | 1.66 | 44.8K | 741,644 | D | ↗ |
| 2026-03-02 | Albert Benjamin | Director / Officer | F-InKind | D | Common Stock | 4,966 | 1.66 | 8.2K | 1,528,433 | D | ↗ |
| 2026-03-01 | Larson-Green Julie | Director | A-Award | A | Common Stock | 8,361 | 0.00 | — | 81,934 | D | ↗ |
| 2026-02-26 | Llewelyn Linda | Officer | F-InKind | D | Common Stock | 4,471 | 1.75 | 7.8K | 343,487 | D | ↗ |
| 2026-02-26 | Landry Benjamin | Officer | F-InKind | D | Common Stock | 6,317 | 1.75 | 11.0K | 399,156 | D | ↗ |
| 2026-02-26 | Alger Jason | Officer | F-InKind | D | Common Stock | 7,522 | 1.75 | 13.1K | 768,614 | D | ↗ |
| 2026-02-26 | Albert Benjamin | Director / Officer | F-InKind | D | Common Stock | 13,304 | 1.75 | 23.3K | 1,533,399 | D | ↗ |
| 2026-02-25 | Llewelyn Linda | Officer | A-Award | A | Common Stock | 13,195 | 0.00 | — | 347,958 | D | ↗ |
| 2026-02-25 | Landry Benjamin | Officer | A-Award | A | Common Stock | 16,473 | 0.00 | — | 405,473 | D | ↗ |
| 2026-02-25 | Alger Jason | Officer | A-Award | A | Common Stock | 22,222 | 0.00 | — | 776,136 | D | ↗ |
| 2026-02-25 | Albert Benjamin | Director / Officer | A-Award | A | Common Stock | 930,000 | 0.00 | — | 1,507,870 | D | ↗ |
| 2026-02-17 | Gallagher Duncan | Director | A-Award | A | Common Stock | 7,562 | 0.00 | — | 132,023 | D | ↗ |
| 2025-12-05 | Landry Benjamin | Officer | S-Sale | D | Common Stock | 27,425 | 2.64 | 72.3K | 100,000 | D | ↗ |
| 2025-12-04 | Larson-Green Julie | Director | S-Sale | D | Common Stock | 47,997 | 2.67 | 128.3K | 73,573 | D | ↗ |
| 2025-12-01 | Llewelyn Linda | Officer | F-InKind | D | Common Stock | 9,762 | 2.90 | 28.3K | 143,263 | D | ↗ |
| 2025-12-01 | Larson-Green Julie | Director | A-Award | A | Common Stock | 5,731 | 0.00 | — | 121,570 | D | ↗ |
| 2025-12-01 | Landry Benjamin | Officer | F-InKind | D | Common Stock | 14,387 | 2.90 | 41.7K | 127,425 | D | ↗ |
| 2025-12-01 | Gallagher Duncan | Director | A-Award | A | Common Stock | 6,209 | 0.00 | — | 124,461 | D | ↗ |
| 2025-12-01 | Freeman Kevin Lee | Officer | F-InKind | D | Common Stock | 16,401 | 2.90 | 47.6K | 358,686 | D | ↗ |
| 2025-12-01 | Burton Daniel D. | Director / Officer | F-InKind | D | Common Stock | 55,715 | 2.90 | 161.6K | 1,393,099 | D | ↗ |
| 2025-12-01 | Arens Mathew Paul | Director / 10% Owner | — | — | Common Stock | 0 | 0.00 | — | 509,500 | D | ↗ |
| 2025-12-01 | Alger Jason | Officer | F-InKind | D | Common Stock | 20,619 | 2.90 | 59.8K | 246,414 | D | ↗ |
| 2025-09-24 | Albert Benjamin | Officer | A-Award | A | Common Stock | 467,000 | 0.00 | — | 577,870 | D | ↗ |
| 2025-09-16 | Albert Benjamin | Officer | — | — | Common Stock | 0 | 0.00 | — | 28,697 | I | ↗ |
| 2025-09-05 | Landry Benjamin | Officer | S-Sale | D | Common Stock | 6,175 | 3.35 | 20.7K | 141,812 | D | ↗ |
| 2025-09-02 | Ross David Coy | Officer | F-InKind | D | Common Stock | 3,360 | 3.36 | 11.3K | 204,219 | D | ↗ |
| 2025-09-02 | Llewelyn Linda | Officer | F-InKind | D | Common Stock | 2,854 | 3.36 | 9.6K | 153,025 | D | ↗ |
| 2025-09-02 | LeSueur Daniel | Officer | F-InKind | D | Common Stock | 3,663 | 3.36 | 12.3K | 198,367 | D | ↗ |
| 2025-09-02 | Landry Benjamin | Officer | F-InKind | D | Common Stock | 3,138 | 3.36 | 10.6K | 147,987 | D | ↗ |
| 2025-09-02 | Freeman Kevin Lee | Officer | F-InKind | D | Common Stock | 4,578 | 3.36 | 15.4K | 375,087 | D | ↗ |
| 2025-09-02 | Burton Daniel D. | Director / Officer | F-InKind | D | Common Stock | 8,335 | 3.36 | 28.0K | 1,448,814 | D | ↗ |
| 2025-09-02 | Alger Jason | Officer | F-InKind | D | Common Stock | 2,613 | 3.36 | 8.8K | 267,033 | D | ↗ |
| 2025-09-01 | Spencer Justin | Director | A-Award | A | Common Stock | 68,572 | 0.00 | — | 68,572 | D | ↗ |
| 2025-09-01 | Larson-Green Julie | Director | A-Award | A | Common Stock | 4,588 | 0.00 | — | 115,839 | D | ↗ |
| 2025-09-01 | Gallagher Duncan | Director | A-Award | A | Common Stock | 4,970 | 0.00 | — | 118,252 | D | ↗ |
| 2025-07-09 | Smith S. Dawn | Director | A-Award | A | Common Stock | 36,231 | 0.00 | — | 101,692 | D | ↗ |
| 2025-07-09 | Larson-Green Julie | Director | A-Award | A | Common Stock | 36,231 | 0.00 | — | 111,251 | D | ↗ |
| 2025-07-09 | KANE JOHN A | Director | A-Award | A | Common Stock | 36,231 | 0.00 | — | 170,719 | D | ↗ |
| 2025-07-09 | Hoggard Green Jill | Director | A-Award | A | Common Stock | 36,231 | 0.00 | — | 63,937 | D | ↗ |
| 2025-07-09 | Gallagher Duncan | Director | A-Award | A | Common Stock | 36,231 | 0.00 | — | 113,282 | D | ↗ |
| 2025-06-15 | Ross David Coy | Officer | — | — | Common Stock | 0 | 0.00 | — | 10,937 | D | ↗ |
| 2025-06-05 | Landry Benjamin | Officer | S-Sale | D | Common Stock | 6,057 | 3.94 | 23.9K | 151,125 | D | ↗ |
| 2025-06-02 | Llewelyn Linda | Officer | F-InKind | D | Common Stock | 2,965 | 3.63 | 10.8K | 155,879 | D | ↗ |
| 2025-06-02 | LeSueur Daniel | Officer | F-InKind | D | Common Stock | 3,802 | 3.63 | 13.8K | 202,030 | D | ↗ |
| 2025-06-02 | Landry Benjamin | Officer | F-InKind | D | Common Stock | 3,255 | 3.63 | 11.8K | 157,182 | D | ↗ |
| 2025-06-02 | Freeman Kevin Lee | Officer | F-InKind | D | Common Stock | 4,747 | 3.63 | 17.3K | 379,665 | D | ↗ |
| 2025-06-02 | Burton Daniel D. | Director / Officer | F-InKind | D | Common Stock | 8,658 | 3.63 | 31.5K | 1,457,149 | D | ↗ |
| 2025-06-02 | Alger Jason | Officer | F-InKind | D | Common Stock | 2,712 | 3.63 | 9.9K | 269,646 | D | ↗ |
| 2025-06-01 | Larson-Green Julie | Director | A-Award | A | Common Stock | 3,766 | 0.00 | — | 75,020 | D | ↗ |
| 2025-06-01 | Gallagher Duncan | Director | A-Award | A | Common Stock | 4,080 | 0.00 | — | 77,051 | D | ↗ |
| 2025-05-05 | LeSueur Daniel | Officer | S-Sale | D | Common Stock | 5,209 | 4.10 | 21.3K | 205,832 | D | ↗ |
| 2025-04-03 | LeSueur Daniel | Officer | S-Sale | D | Common Stock | 5,209 | 4.15 | 21.6K | 211,041 | D | ↗ |
| 2025-03-06 | Landry Benjamin | Officer | S-Sale | D | Common Stock | 13,827 | 4.55 | 62.9K | 160,437 | D | ↗ |
| 2025-03-05 | LeSueur Daniel | Officer | S-Sale | D | Common Stock | 16,902 | 4.52 | 76.3K | 216,250 | D | ↗ |
| 2025-03-03 | Llewelyn Linda | Officer | F-InKind | D | Common Stock | 7,525 | 4.58 | 34.4K | 158,844 | D | ↗ |
| 2025-03-03 | LeSueur Daniel | Officer | F-InKind | D | Common Stock | 9,232 | 4.58 | 42.3K | 233,152 | D | ↗ |
| 2025-03-03 | Landry Benjamin | Officer | F-InKind | D | Common Stock | 9,024 | 4.58 | 41.3K | 174,264 | D | ↗ |
| 2025-03-03 | Freeman Kevin Lee | Officer | F-InKind | D | Common Stock | 10,800 | 4.58 | 49.4K | 384,412 | D | ↗ |
| 2025-03-03 | Burton Daniel D. | Director / Officer | F-InKind | D | Common Stock | 33,677 | 4.58 | 154.1K | 1,465,807 | D | ↗ |
| 2025-03-03 | Alger Jason | Officer | F-InKind | D | Common Stock | 7,304 | 4.58 | 33.4K | 272,358 | D | ↗ |
| 2025-03-01 | Larson-Green Julie | Director | A-Award | A | Common Stock | 2,450 | 0.00 | — | 71,254 | D | ↗ |
| 2025-03-01 | Gallagher Duncan | Director | A-Award | A | Common Stock | 3,033 | 0.00 | — | 72,971 | D | ↗ |
| 2025-02-20 | Llewelyn Linda | Officer | A-Award | A | Common Stock | 69,000 | 0.00 | — | 154,819 | D | ↗ |
| 2025-02-20 | LeSueur Daniel | Officer | A-Award | A | Common Stock | 11,340 | 0.00 | — | 242,384 | D | ↗ |
| 2025-02-20 | Landry Benjamin | Officer | A-Award | A | Common Stock | 13,538 | 0.00 | — | 183,288 | D | ↗ |
| 2025-02-20 | Freeman Kevin Lee | Officer | A-Award | A | Common Stock | 140,000 | 0.00 | — | 376,950 | D | ↗ |
| 2025-02-20 | Burton Daniel D. | Director / Officer | A-Award | A | Common Stock | 75,437 | 0.00 | — | 1,499,484 | D | ↗ |
| 2025-02-20 | Alger Jason | Officer | A-Award | A | Common Stock | 181,000 | 0.00 | — | 267,712 | D | ↗ |
| 2025-02-18 | Llewelyn Linda | Officer | S-Sale | D | Common Stock | 6,441 | 5.43 | 35.0K | 85,819 | D | ↗ |
| 2025-02-05 | LeSueur Daniel | Officer | S-Sale | D | Common Stock | 5,209 | 5.76 | 30.0K | 86,044 | D | ↗ |
| 2025-01-15 | Llewelyn Linda | Officer | S-Sale | D | Common Stock | 6,442 | 5.80 | 37.3K | 92,260 | D | ↗ |
| 2025-01-06 | LeSueur Daniel | Officer | S-Sale | D | Common Stock | 5,209 | 7.51 | 39.1K | 91,253 | D | ↗ |
| 2025-01-06 | Landry Benjamin | Officer | S-Sale | D | Common Stock | 2,500 | 7.52 | 18.8K | 72,250 | D | ↗ |
| 2024-12-30 | Gallagher Duncan | Director | S-Sale | D | Common Stock | 4,500 | 6.93 | 31.2K | 69,938 | D | ↗ |
| 2024-12-23 | Gallagher Duncan | Director | S-Sale | D | Common Stock | 4,500 | 6.98 | 31.4K | 74,438 | D | ↗ |
| 2024-12-16 | Llewelyn Linda | Officer | S-Sale | D | Common Stock | 6,442 | 7.88 | 50.8K | 98,702 | D | ↗ |
| 2024-12-06 | Landry Benjamin | Officer | S-Sale | D | Common Stock | 19,268 | 8.32 | 160.3K | 72,250 | D | ↗ |
| 2024-12-06 | Alger Jason | Officer | S-Sale | D | Common Stock | 19,599 | 8.32 | 163.0K | 86,712 | D | ↗ |
| 2024-12-04 | LeSueur Daniel | Officer | S-Sale | D | Common Stock | 22,773 | 7.70 | 175.2K | 96,462 | D | ↗ |
| 2024-12-03 | Hoggard Green Jill | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-02 | Freeman Kevin Lee | Officer | S-Sale | D | Common Stock | 7,500 | 8.94 | 67.1K | 236,950 | D | ↗ |
| 2024-12-01 | Pramoda Anita | Director | A-Award | A | Common Stock | 1,847 | 0.00 | — | 58,155 | D | ↗ |
| 2024-12-01 | Llewelyn Linda | Officer | F-InKind | D | Common Stock | 7,766 | 8.97 | 69.7K | 105,144 | D | ↗ |
| 2024-12-01 | LeSueur Daniel | Officer | F-InKind | D | Common Stock | 10,455 | 8.97 | 93.8K | 119,235 | D | ↗ |
| 2024-12-01 | Larson-Green Julie | Director | A-Award | A | Common Stock | 1,616 | 0.00 | — | 68,804 | D | ↗ |
| 2024-12-01 | Landry Benjamin | Officer | F-InKind | D | Common Stock | 9,419 | 8.97 | 84.5K | 91,518 | D | ↗ |
| 2024-12-01 | Hoggard Green Jill | Director | A-Award | A | Common Stock | 27,706 | 0.00 | — | 27,706 | D | ↗ |
| 2024-12-01 | Gallagher Duncan | Director | A-Award | A | Common Stock | 2,001 | 0.00 | — | 78,938 | D | ↗ |
| 2024-12-01 | Freeman Kevin Lee | Officer | F-InKind | D | Common Stock | 11,431 | 8.97 | 102.6K | 244,450 | D | ↗ |
| 2024-12-01 | Burton Daniel D. | Director / Officer | F-InKind | D | Common Stock | 30,897 | 8.97 | 277.2K | 1,128,137 | D | ↗ |
| 2024-12-01 | Alger Jason | Officer | F-InKind | D | Common Stock | 7,795 | 8.97 | 69.9K | 106,311 | D | ↗ |
| 2024-11-15 | Llewelyn Linda | Officer | S-Sale | D | Common Stock | 1,365 | 8.50 | 11.6K | 112,910 | D | ↗ |
| 2024-11-05 | LeSueur Daniel | Officer | S-Sale | D | Common Stock | 5,209 | 7.70 | 40.1K | 129,690 | D | ↗ |
| 2024-10-15 | Llewelyn Linda | Officer | S-Sale | D | Common Stock | 1,324 | 8.16 | 10.8K | 114,275 | D | ↗ |
| 2024-10-03 | LeSueur Daniel | Officer | S-Sale | D | Common Stock | 5,209 | 7.68 | 40.0K | 134,899 | D | ↗ |
| 2024-09-16 | Llewelyn Linda | Officer | S-Sale | D | Common Stock | 1,324 | 8.43 | 11.2K | 115,599 | — | ↗ |
| 2024-09-06 | Landry Benjamin | Officer | S-Sale | D | Common Stock | 2,466 | 7.39 | 18.2K | 100,937 | — | ↗ |
| 2024-09-06 | Alger Jason | Officer | S-Sale | D | Common Stock | 2,899 | 7.39 | 21.4K | 114,106 | — | ↗ |
| 2024-09-04 | LeSueur Daniel | Officer | S-Sale | D | Common Stock | 8,137 | 7.58 | 61.7K | 140,108 | — | ↗ |
| 2024-09-03 | Llewelyn Linda | Officer | F-InKind | D | Common Stock | 1,613 | 7.27 | 11.7K | 116,923 | — | ↗ |
| 2024-09-03 | LeSueur Daniel | Officer | F-InKind | D | Common Stock | 1,761 | 7.27 | 12.8K | 148,245 | — | ↗ |
| 2024-09-03 | Landry Benjamin | Officer | F-InKind | D | Common Stock | 1,222 | 7.27 | 8.9K | 103,403 | — | ↗ |
| 2024-09-03 | Freeman Kevin Lee | Officer | S-Sale | D | Common Stock | 7,500 | 7.22 | 54.2K | 255,881 | — | ↗ |
| 2024-09-03 | Burton Daniel D. | Director / Officer | F-InKind | D | Common Stock | 4,174 | 7.27 | 30.3K | 1,159,034 | — | ↗ |
| 2024-09-03 | Alger Jason | Officer | F-InKind | D | Common Stock | 1,165 | 7.27 | 8.5K | 117,005 | — | ↗ |
| 2024-09-01 | Pramoda Anita | Director | A-Award | A | Common Stock | 2,228 | 0.00 | — | 56,308 | — | ↗ |
| 2024-09-01 | Larson-Green Julie | Director | A-Award | A | Common Stock | 1,950 | 0.00 | — | 67,188 | — | ↗ |
| 2024-09-01 | Gallagher Duncan | Director | A-Award | A | Common Stock | 2,414 | 0.00 | — | 76,937 | — | ↗ |
| 2024-08-15 | Llewelyn Linda | Officer | S-Sale | D | Common Stock | 1,328 | 6.57 | 8.7K | 118,536 | — | ↗ |
| 2024-08-05 | LeSueur Daniel | Officer | S-Sale | D | Common Stock | 5,209 | 6.19 | 32.2K | 150,006 | — | ↗ |
| 2024-07-15 | Llewelyn Linda | Officer | S-Sale | D | Common Stock | 1,290 | 6.51 | 8.4K | 119,864 | — | ↗ |
| 2024-07-03 | LeSueur Daniel | Officer | S-Sale | D | Common Stock | 5,208 | 6.15 | 32.0K | 155,215 | — | ↗ |
| 2024-06-17 | Llewelyn Linda | Officer | S-Sale | D | Common Stock | 1,290 | 6.37 | 8.2K | 121,154 | — | ↗ |
| 2024-06-13 | Smith S. Dawn | Director | A-Award | A | Common Stock | 20,807 | 0.00 | — | 65,461 | — | ↗ |
| 2024-06-13 | Pramoda Anita | Director | A-Award | A | Common Stock | 20,807 | 0.00 | — | 54,080 | — | ↗ |
| 2024-06-13 | Larson-Green Julie | Director | A-Award | A | Common Stock | 20,807 | 0.00 | — | 65,238 | — | ↗ |
| 2024-06-13 | KANE JOHN A | Director | A-Award | A | Common Stock | 20,807 | 0.00 | — | 130,995 | — | ↗ |
| 2024-06-13 | Gallagher Duncan | Director | A-Award | A | Common Stock | 20,807 | 0.00 | — | 74,523 | — | ↗ |
| 2024-06-12 | Alger Jason | Officer | S-Sale | D | Common Stock | 2,823 | 6.83 | 19.3K | 118,170 | — | ↗ |
| 2024-06-11 | Freeman Kevin Lee | Officer | S-Sale | D | Common Stock | 7,500 | 6.53 | 49.0K | 266,153 | — | ↗ |
| 2024-06-06 | LeSueur Daniel | Officer | S-Sale | D | Common Stock | 11,923 | 6.72 | 80.1K | 160,423 | — | ↗ |
| 2024-06-06 | Landry Benjamin | Officer | S-Sale | D | Common Stock | 2,387 | 6.71 | 16.0K | 104,625 | — | ↗ |
| 2024-06-03 | Llewelyn Linda | Officer | F-InKind | D | Common Stock | 1,716 | 6.53 | 11.2K | 122,444 | — | ↗ |
| 2024-06-03 | LeSueur Daniel | Officer | F-InKind | D | Common Stock | 1,873 | 6.53 | 12.2K | 172,346 | — | ↗ |
| 2024-06-03 | Landry Benjamin | Officer | F-InKind | D | Common Stock | 1,300 | 6.53 | 8.5K | 107,012 | — | ↗ |
| 2024-06-03 | Freeman Kevin Lee | Officer | F-InKind | D | Common Stock | 2,951 | 6.53 | 19.3K | 273,653 | — | ↗ |
| 2024-06-03 | Burton Daniel D. | Director / Officer | F-InKind | D | Common Stock | 4,442 | 6.53 | 29.0K | 1,163,208 | — | ↗ |
| 2024-06-03 | Alger Jason | Officer | F-InKind | D | Common Stock | 1,238 | 6.53 | 8.1K | 120,993 | — | ↗ |
| 2024-05-31 | Landry Benjamin | Officer | S-Sale | D | Common Stock | 12,577 | 6.61 | 83.1K | 108,312 | — | ↗ |
| 2024-05-15 | Llewelyn Linda | Officer | S-Sale | D | Common Stock | 2,066 | 7.00 | 14.5K | 124,160 | — | ↗ |
| 2024-04-15 | Llewelyn Linda | Officer | S-Sale | D | Common Stock | 2,005 | 6.11 | 12.3K | 126,226 | — | ↗ |
| 2024-03-15 | Llewelyn Linda | Officer | S-Sale | D | Common Stock | 2,005 | 7.80 | 15.6K | 128,231 | — | ↗ |
| 2024-03-01 | Llewelyn Linda | Officer | F-InKind | D | Common Stock | 3,439 | 8.05 | 27.7K | 130,236 | — | ↗ |
| 2024-03-01 | LeSueur Daniel | Officer | — | D | Common Stock | 0 | 0.00 | — | 24,062 | — | ↗ |
| 2024-03-01 | Landry Benjamin | Officer | F-InKind | D | Common Stock | 3,315 | 8.05 | 26.7K | 120,889 | — | ↗ |
| 2024-03-01 | Hunt Bryan Truman | Officer | F-InKind | D | Common Stock | 11,684 | 8.05 | 94.1K | 219,849 | — | ↗ |
| 2024-03-01 | Freeman Kevin Lee | Officer | F-InKind | D | Common Stock | 4,540 | 8.05 | 36.6K | 276,604 | — | ↗ |
| 2024-03-01 | Burton Daniel D. | Director / Officer | F-InKind | D | Common Stock | 4,973 | 8.05 | 40.0K | 1,167,650 | — | ↗ |
| 2024-03-01 | Alger Jason | Officer | F-InKind | D | Common Stock | 2,474 | 8.05 | 19.9K | 52,231 | — | ↗ |
| 2024-02-27 | Burton Daniel D. | Director / Officer | P-Purchase | A | Common Stock | 26,200 | 7.81 | 204.5K | 1,172,623 | — | ↗ |
| 2024-02-20 | Llewelyn Linda | Officer | A-Award | A | Common Stock | 65,000 | 0.00 | — | 129,786 | — | ↗ |
| 2024-02-20 | Landry Benjamin | Officer | A-Award | A | Common Stock | 75,000 | 0.00 | — | 119,760 | — | ↗ |
| 2024-02-20 | Hunt Bryan Truman | Officer | A-Award | A | Common Stock | 11,111 | 0.00 | — | 231,533 | — | ↗ |
| 2024-02-20 | Freeman Kevin Lee | Officer | A-Award | A | Common Stock | 3,334 | 0.00 | — | 281,144 | — | ↗ |
| 2024-02-20 | Burton Daniel D. | Director / Officer | A-Award | A | Common Stock | 250,000 | 0.00 | — | 1,146,423 | — | ↗ |
| 2024-02-20 | Alger Jason | Officer | A-Award | A | Common Stock | 2,778 | 0.00 | — | 54,705 | — | ↗ |
| 2024-02-15 | Llewelyn Linda | Officer | S-Sale | D | Common Stock | 3,262 | 9.77 | 31.9K | 64,786 | — | ↗ |
| 2024-01-16 | Llewelyn Linda | Officer | S-Sale | D | Common Stock | 3,163 | 10.83 | 34.2K | 68,048 | — | ↗ |
| 2023-12-15 | Llewelyn Linda | Officer | S-Sale | D | Common Stock | 3,163 | 8.83 | 27.9K | 71,211 | — | ↗ |
| 2023-12-06 | Alger Jason | Officer | S-Sale | D | Common Stock | 2,177 | 7.55 | 16.4K | 51,927 | — | ↗ |
| 2023-12-01 | Llewelyn Linda | Officer | F-InKind | D | Common Stock | 4,161 | 7.45 | 31.0K | 74,374 | — | ↗ |
| 2023-12-01 | Landry Benjamin | Officer | F-InKind | D | Common Stock | 3,427 | 7.45 | 25.5K | 44,760 | — | ↗ |
| 2023-12-01 | Hunt Bryan Truman | Officer | F-InKind | D | Common Stock | 14,118 | 7.45 | 105.2K | 220,422 | — | ↗ |
| 2023-12-01 | Freeman Kevin Lee | Officer | F-InKind | D | Common Stock | 2,921 | 7.45 | 21.8K | 167,810 | — | ↗ |
| 2023-12-01 | Burton Daniel D. | Director / Officer | F-InKind | D | Common Stock | 8,478 | 7.45 | 63.2K | 896,423 | — | ↗ |
| 2023-12-01 | Bickmore Anne Marie | Officer | F-InKind | D | Common Stock | 4,114 | 7.45 | 30.7K | 63,720 | — | ↗ |
| 2023-12-01 | Alger Jason | Officer | F-InKind | D | Common Stock | 2,838 | 7.45 | 21.1K | 54,104 | — | ↗ |
| 2023-11-15 | Llewelyn Linda | Officer | S-Sale | D | Common Stock | 1,196 | 8.25 | 9.9K | 78,535 | — | ↗ |
| 2023-10-16 | Llewelyn Linda | Officer | S-Sale | D | Common Stock | 1,161 | 8.33 | 9.7K | 79,731 | — | ↗ |
| 2023-10-05 | Landry Benjamin | Officer | A-Award | A | Common Stock | 20,000 | 0.00 | — | 48,187 | — | ↗ |
| 2023-09-15 | Llewelyn Linda | Officer | S-Sale | D | Common Stock | 1,160 | 11.01 | 12.8K | 80,892 | — | ↗ |
| 2023-09-06 | Landry Benjamin | Officer | S-Sale | D | Common Stock | 1,157 | 11.52 | 13.3K | 28,187 | — | ↗ |
| 2023-09-06 | Alger Jason | Officer | S-Sale | D | Common Stock | 2,197 | 11.65 | 25.6K | 56,942 | — | ↗ |
| 2023-09-01 | Llewelyn Linda | Officer | F-InKind | D | Common Stock | 1,484 | 11.78 | 17.5K | 82,052 | — | ↗ |
| 2023-09-01 | Landry Benjamin | Officer | F-InKind | D | Common Stock | 500 | 11.78 | 5.9K | 29,344 | — | ↗ |
| 2023-09-01 | Hunt Bryan Truman | Officer | F-InKind | D | Common Stock | 4,128 | 11.78 | 48.6K | 234,540 | — | ↗ |
| 2023-09-01 | Freeman Kevin Lee | Officer | F-InKind | D | Common Stock | 8,460 | 11.78 | 99.6K | 170,731 | — | ↗ |
| 2023-09-01 | Burton Daniel D. | Director / Officer | F-InKind | D | Common Stock | 7,103 | 11.78 | 83.6K | 904,901 | — | ↗ |
| 2023-09-01 | Bickmore Anne Marie | Officer | F-InKind | D | Common Stock | 1,682 | 11.78 | 19.8K | 67,834 | — | ↗ |
| 2023-09-01 | Alger Jason | Officer | F-InKind | D | Common Stock | 929 | 11.78 | 10.9K | 59,139 | — | ↗ |
| 2023-08-22 | Llewelyn Linda | Officer | S-Sale | D | Common Stock | 737 | 11.90 | 8.8K | 83,536 | — | ↗ |
| 2023-07-07 | Landry Benjamin | Officer | S-Sale | D | Common Stock | 1,179 | 11.14 | 13.1K | 29,844 | — | ↗ |
| 2023-07-01 | Kolb Matthew | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-06-14 | TEMPLETON MARK B | Director | A-Award | A | Common Stock | 5,359 | 0.00 | — | 26,855 | — | ↗ |
| 2023-06-14 | Smith S. Dawn | Director | A-Award | A | Common Stock | 12,505 | 0.00 | — | 44,654 | — | ↗ |
| 2023-06-14 | Pramoda Anita | Director | A-Award | A | Common Stock | 5,806 | 0.00 | — | 20,768 | — | ↗ |
| 2023-06-14 | Larson-Green Julie | Director | A-Award | A | Common Stock | 12,505 | 0.00 | — | 39,295 | — | ↗ |
| 2023-06-14 | KANE JOHN A | Director | A-Award | A | Common Stock | 10,048 | 0.00 | — | 101,176 | — | ↗ |
| 2023-06-14 | Gallagher Duncan | Director | A-Award | A | Common Stock | 12,505 | 0.00 | — | 53,716 | — | ↗ |
| 2023-06-06 | Landry Benjamin | Officer | S-Sale | D | Common Stock | 1,078 | 11.84 | 12.8K | 29,844 | — | ↗ |
| 2023-06-06 | Alger Jason | Officer | S-Sale | D | Common Stock | 2,370 | 11.84 | 28.1K | 60,068 | — | ↗ |
| 2023-06-05 | Hunt Bryan Truman | Officer | S-Sale | D | Common Stock | 650 | 12.00 | 7.8K | 238,668 | — | ↗ |
| 2023-06-01 | Llewelyn Linda | Officer | F-InKind | D | Common Stock | 1,548 | 11.24 | 17.4K | 84,273 | — | ↗ |
| 2023-06-01 | Landry Benjamin | Officer | F-InKind | D | Common Stock | 577 | 11.24 | 6.5K | 30,922 | — | ↗ |
| 2023-06-01 | Hunt Bryan Truman | Officer | F-InKind | D | Common Stock | 4,433 | 11.24 | 49.8K | 239,318 | — | ↗ |
| 2023-06-01 | Freeman Kevin Lee | Officer | F-InKind | D | Common Stock | 1,038 | 11.24 | 11.7K | 179,191 | — | ↗ |
| 2023-06-01 | Burton Daniel D. | Director / Officer | F-InKind | D | Common Stock | 7,411 | 11.24 | 83.3K | 912,004 | — | ↗ |
| 2023-06-01 | Bickmore Anne Marie | Officer | F-InKind | D | Common Stock | 1,755 | 11.24 | 19.7K | 69,516 | — | ↗ |
| 2023-06-01 | Alger Jason | Officer | F-InKind | D | Common Stock | 1,066 | 11.24 | 12.0K | 62,438 | — | ↗ |
| 2023-05-12 | Burton Daniel D. | Director / Officer | P-Purchase | A | Common Stock | 49,050 | 10.19 | 499.6K | 919,415 | — | ↗ |
| 2023-05-03 | Landry Benjamin | Officer | A-Award | A | Common Stock | 20,000 | 0.00 | — | 31,499 | — | ↗ |
| 2023-05-03 | Bickmore Anne Marie | Officer | A-Award | A | Common Stock | 35,000 | 0.00 | — | 71,271 | — | ↗ |
| 2023-05-01 | Landry Benjamin | Officer | — | D | Common Stock | 0 | 0.00 | — | 6,187 | — | ↗ |
| 2023-04-03 | Bickmore Anne Marie | Officer | — | D | Common Stock | 0 | 0.00 | — | 20,625 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | Kevin Freeman , Chief Commercial Officer | 387.5K | — | 1.56M | — | 197.4K | 13.8K | 2.16M | 72.33% | ↗ |
| 2 | 2024 | Benjamin Landry , General Counsel | 391.7K | — | 1.07M | — | 99.7K | 13.8K | 1.57M | 67.86% | ↗ |
| 3 | 2024 | Linda Llewelyn , Chief People Officer | 373.3K | — | 924.7K | — | 95.1K | 16.7K | 1.41M | 65.59% | ↗ |
| 4 | 2024 | Jason Alger , Chief Financial Officer | 338.3K | — | 826.6K | — | 108.4K | 13.8K | 1.29M | 64.22% | ↗ |
| 5 | 2024 | Bryan Hunt Former Chief Financial Officer | 83.8K | — | — | — | — | 714.7K | 798.5K | 0.00% | ↗ |
| 6 | 2023 | Bryan Hunt Chief Financial Officer | 315.0K | — | 1.98M | — | 56.6K | 33.7K | 2.39M | 83.01% | ↗ |
| 7 | 2023 | Bryan Hunt Former Chief Financial Officer | 315.0K | — | 1.98M | — | 56.6K | 33.7K | 2.39M | 83.01% | ↗ |
| 8 | 2023 | Linda Llewelyn , Chief People Officer | 307.5K | — | 693.0K | — | 40.8K | 16.1K | 1.06M | 65.53% | ↗ |
| 9 | 2023 | Benjamin Landry , General Counsel | 268.4K | — | 637.2K | — | 29.4K | 11.3K | 946.3K | 67.34% | ↗ |
| 10 | 2023 | Daniel Orenstein General Counsel | 101.1K | — | 792.0K | — | — | 6.1K | 899.3K | 88.07% | ↗ |
| 11 | 2023 | Jason Alger , Chief Financial Officer | 271.3K | — | 495.0K | — | 36.0K | 21.3K | 823.6K | 60.10% | ↗ |
| 12 | 2023 | Jason Alger , Chief Accounting Officer | 271.3K | — | 495.0K | — | 36.0K | 21.3K | 823.6K | 60.10% | ↗ |
| 13 | 2023 | Kevin Freeman , Chief Commercial Officer | 350.0K | — | 188.7K | — | 93.0K | 13.2K | 644.9K | 29.26% | ↗ |
| 14 | 2022 | Patrick Nelli Former President | 300.0K | — | 3.85M | — | 78.0K | 1.03M | 5.26M | 73.22% | ↗ |
| 15 | 2022 | Daniel Burton Chief Executive Officer | 150.0K | — | 4.28M | — | — | 8.9K | 4.44M | 96.42% | ↗ |
| 16 | 2022 | Daniel Burton , Chief Executive Officer | 150.0K | — | 4.28M | — | — | 8.9K | 4.44M | 96.42% | ↗ |
| 17 | 2022 | Paul Horstmeier Chief Operating Officer | 300.0K | — | 2.85M | — | 78.0K | 16.2K | 3.24M | 87.84% | ↗ |
| 18 | 2022 | Bryan Hunt Former Chief Financial Officer | 300.0K | — | 2.82M | — | 59.7K | 10.8K | 3.19M | 88.38% | ↗ |
| 19 | 2022 | Bryan Hunt Chief Financial Officer | 300.0K | — | 2.82M | — | 59.7K | 10.8K | 3.19M | 88.38% | ↗ |
| 20 | 2022 | Kevin Freeman , Chief Commercial Officer | 316.7K | — | 2.33M | — | 78.6K | 10.7K | 2.74M | 85.17% | ↗ |
| 21 | 2022 | Daniel Orenstein General Counsel | 300.0K | — | 1.16M | — | 45.9K | 10.7K | 1.52M | 76.53% | ↗ |
| 22 | 2021 | Daniel Burton Chief Executive Officer | 300.0K | — | 5.51M | — | 136.9K | 9.4K | 5.96M | 92.51% | ↗ |
| 23 | 2021 | Patrick Nelli Former President | 300.0K | — | 4.00M | — | 125.0K | 11.6K | 4.44M | 90.17% | ↗ |
| 24 | 2021 | Patrick Nelli President | 300.0K | — | 4.00M | — | 125.0K | 11.6K | 4.44M | 90.17% | ↗ |
| 25 | 2021 | Paul Horstmeier Chief Operating Officer | 300.0K | — | 3.13M | — | 125.0K | 14.4K | 3.57M | 87.69% | ↗ |
| 26 | 2021 | Bryan Hunt Chief Financial Officer | 274.1K | — | 3.10M | — | 85.2K | 8.2K | 3.46M | 89.39% | ↗ |
| 27 | 2021 | Bryan Hunt, Chief Financial Officer | 274.1K | — | 3.10M | — | 85.2K | 8.2K | 3.46M | 89.39% | ↗ |
| 28 | 2021 | Daniel Orenstein General Counsel | 300.0K | — | 1.33M | — | 79.4K | 10.5K | 1.72M | 77.31% | ↗ |
| 29 | 2020 | Daniel Burton Chief Executive Officer | 314.6K | — | 5.12M | — | 43.4K | 10.3K | 5.48M | 93.29% | ↗ |
| 30 | 2020 | Patrick Nelli Former President | 300.0K | — | 3.41M | — | 41.4K | 12.7K | 3.77M | 90.59% | ↗ |
| 31 | 2020 | Patrick Nelli President | 300.0K | — | 3.41M | — | 41.4K | 12.7K | 3.77M | 90.59% | ↗ |
| 32 | 2020 | Patrick Nelli Chief Financial Officer | 300.0K | — | 3.41M | — | 41.4K | 12.7K | 3.77M | 90.59% | ↗ |
| 33 | 2020 | Paul Horstmeier Chief Operating Officer | 300.0K | — | 2.56M | — | 41.4K | 16.1K | 2.92M | 87.74% | ↗ |
| 34 | 2020 | Daniel Orenstein General Counsel | 300.0K | — | 1.36M | — | 34.5K | 11.1K | 1.71M | 79.79% | ↗ |
| 35 | 2020 | Daniel Orenstein, General Counsel | 300.0K | — | 1.36M | — | 34.5K | 11.1K | 1.71M | 79.79% | ↗ |
| 36 | 2020 | Linda Llewelyn, Chief People Officer | 250.0K | — | 852.8K | — | 28.8K | 9.1K | 1.14M | 74.76% | ↗ |
| 37 | 2019 | Daniel Burton Chief Executive Officer | 350.0K | — | — | 3.02M | 129.7K | 17.4K | 3.52M | 85.88% | ↗ |
| 38 | 2019 | Dale Sanders Chief Technology Officer | 350.0K | — | — | 2.79M | 140.5K | 20.3K | 3.30M | 84.53% | ↗ |
| 39 | 2019 | Paul Horstmeier Chief Operating Officer | 300.0K | — | — | 2.09M | 111.2K | 22.3K | 2.53M | 82.84% | ↗ |
| 40 | 2019 | Patrick Nelli Chief Financial Officer | 300.0K | — | — | — | 111.2K | 19.0K | 430.2K | 0.00% | ↗ |
| 41 | 2019 | Patrick Nelli President | 300.0K | — | — | — | 111.2K | 19.0K | 430.2K | 0.00% | ↗ |
| 42 | 2018 | Daniel Burton Chief Executive Officer | 314.6K | — | — | 4.07M | 172.8K | 17.2K | 4.57M | 88.97% | ↗ |
| 43 | 2018 | Dale Sanders Chief Technology Officer | 314.6K | — | — | 2.62M | 210.3K | 18.4K | 3.17M | 82.85% | ↗ |
| 44 | 2018 | Patrick Nelli Chief Financial Officer | 292.9K | — | — | 1.18M | 161.1K | 68.3K | 1.70M | 69.34% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Benjamin Albert | Chief Executive Officer & Director | 808.8K | male |
| Benjamin Landry | General Counsel & Secretary of the Board | 505.2K | male |
| Linda Llewelyn | Chief People Officer | 485.1K | female |
| Jason Alger | Chief Financial Officer | 460.6K | male |
| Jeffrey Selander | Senior Vice President of International | — | male |
| Kristen Berry | Senior Vice President of Public Relations | — | — |
| Kyle J. Salyers | Chief Strategy Officer & Senior Vice President of Corporate Development | — | male |
| Matt Hopper | Senior Vice President of Finance & Head of Investor Relations | — | male |
| Amanda Flanders | Senior Vice President of Marketing & Communications | — | female |
| Sadiqa Mahmood | GM & Senior VP of Life Sciences Business | — | female |
| Carrie Kozlowski | Chief Marketing Officer | — | female |
| Cathy R. Menkiena | Senior VP & GM of Strategic Accounts, North America | — | female |
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No House trading activity found for this company.
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Community Opinion for HCAT
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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