InfuSystem Holdings, Inc. (INFU)
Rochester Hills, MI, US
InfuSystem Holdings, Inc. delivers infusion pumps, along with associated products and support services, to clients across the United States and Canada. The enterprise operates through two principal divisions: Integrated Therapy Services (ITS) and Durable Medical Equipment Services (DME Services). The ITS segment specializes in providing electronic ambulatory infusion devices and accompanying disposable supply kits to oncology, infusion, and hospital outpatient chemotherapy facilities. These devices are crucial for managing various cancers, including colorectal cancer, as well as for pain management and other therapeutic needs. Moreover, the company markets, leases, and rents out a selection of new and pre-owned infusion pumps (both pole-mounted and ambulatory) and other vital durable medical equipment. It also sells consumables essential for treatment. InfuSystem further extends its offerings to include biomedical recertification, maintenance, and repair services for oncology practices and diverse alternative care settings, such as home care and home infusion providers, skilled nursing facilities, pain centers, and hospitals. Additionally, InfuSystem furnishes both local and field-based customer assistance and manages dedicated pump service and repair facilities. The company was founded in 2005 and maintains its corporate headquarters in Rochester Hills, Michigan.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.48% | -6.87% | -13.57% | +11.54% | -17.22% | -6.24% | +46.26% | -8.09% | -54.64% | +145.91% | +124.27% |
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 | 5 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
15.00
+66.9%
|
| Last Year | 2 |
14.50
+61.3%
|
| All Time | 2 |
14.50
+61.3%
|
-
Revenue growth Medical - Instruments & Supplies: +7.9%+6.4% Q1'26: -3.0% (vs Q1'25)
-
EPS growth Medical - Instruments & Supplies: +16.3%+181.8% ★ Q1'26: +587.0% (vs Q1'25)
-
FCF margin FCF growth · Medical - Instruments & Supplies: +27.1%+13.4% ★ Q1'26: -2.6% (vs Q1'25)
-
EBIT margin Medical - Instruments & Supplies: +13.5%+8.3% Q1'26: +4.7% (vs Q1'25)
-
ROIC Medical - Instruments & Supplies: +6.0%+12.9% ★ Q1'26: +5.7% (vs Q1'25)
-
Share dilution Medical - Instruments & Supplies: +0.1%-2.8% ★ Q1'26: -1.1% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Instruments & Supplies: -0.24×0.14× Q1'26: 1.18× (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 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 2 EPS Ana. |
Dec 2027 3 Rev. Ana. 3 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|
| Revenue |
97.39M
est: 96.83M (+0.6%)
|
102.38M
est: 106.75M (-4.1%)
|
109.91M
est: 111.87M (-1.7%)
|
125.79M
est: 129.37M (-2.8%)
|
134.86M
est: 135.93M (-0.8%)
|
143.44M
est: 143.88M (-0.3%)
|
144.77M
144.47M – 145.06M
+0.6% YoY
|
155.71M
153.30M – 158.12M
+7.6% YoY
|
165.35M
163.41M – 167.95M
+6.2% YoY
|
| EBITDA |
22.82M
est: 15.85M (+44.0%)
|
17.26M
est: 17.47M (-1.2%)
|
14.89M
est: 18.31M (-18.7%)
|
16.53M
est: 24.47M (-32.5%)
|
20.03M
est: 25.71M (-22.1%)
|
25.22M
est: 27.21M (-7.3%)
|
27.38M
27.32M – 27.44M
+0.6% YoY
|
29.45M
28.99M – 29.91M
+7.6% YoY
|
31.28M
30.91M – 31.77M
+6.2% YoY
|
| EBIT |
8.80M
est: 4.22M (+108.6%)
|
2.63M
est: 4.65M (-43.4%)
|
1.53M
est: 4.87M (-68.6%)
|
4.02M
est: 20.14M (-80.0%)
|
7.53M
est: 21.16M (-64.4%)
|
11.92M
est: 22.40M (-46.8%)
|
22.53M
22.49M – 22.58M
+0.6% YoY
|
24.24M
23.86M – 24.61M
+7.6% YoY
|
25.74M
25.44M – 26.14M
+6.2% YoY
|
| Net Income |
17.33M
est: 8.61M (+101.3%)
|
1.42M
est: 3.18M (-55.4%)
|
18.0K
est: 939.0K (-98.1%)
|
872.0K
est: 366.0K (+138.3%)
|
2.35M
est: 3.01M (-22.2%)
|
6.63M
est: 6.08M (+9.1%)
|
8.97M
8.51M – 9.43M
+47.6% YoY
|
11.54M
9.01M – 13.99M
+28.8% YoY
|
—
— – —
-100.0% YoY
|
| SGA |
44.86M
est: 46.50M (-3.5%)
|
51.45M
est: 51.27M (+0.4%)
|
56.41M
est: 53.73M (+5.0%)
|
58.03M
est: 62.38M (-7.0%)
|
62.52M
est: 65.55M (-4.6%)
|
67.46M
est: 69.38M (-2.8%)
|
69.81M
69.66M – 69.95M
+0.6% YoY
|
75.08M
73.92M – 76.25M
+7.6% YoY
|
79.73M
78.80M – 80.99M
+6.2% YoY
|
| EPS |
0.86
est: 0.40 (+116.8%)
|
0.07
est: 0.15 (-52.3%)
|
0.00
est: 0.04 (-97.9%)
|
0.04
est: 0.02 (+131.7%)
|
0.11
est: 0.14 (-22.8%)
|
0.32
est: 0.29 (+10.3%)
|
0.43
0.40 – 0.45
+46.6% YoY
|
0.55
0.43 – 0.66
+28.2% YoY
|
—
— – —
-100.0% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-06 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-05 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-04 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-01 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-30 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-29 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-28 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-27 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-24 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-23 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-22 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-21 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-20 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-17 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-16 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 20-2141854 | 2.29M | 10.30% | — | 75.5K | — | — | OO | Delaware | 2015-05-04 | ↗ |
| 2 | 27-1033220 | 2.29M | 10.30% | — | 2.21M | — | — | OO | Delaware | 2015-05-04 | ↗ |
| 3 | 45-2531394 | 2.29M | 10.30% | — | 16.5K | — | — | PN | Delaware | 2015-05-04 | ↗ |
| 4 | 46-3724228 | 2.29M | 10.30% | — | 2.20M | — | — | PN | Delaware | 2015-05-04 | ↗ |
| 5 | Ryan J. Morris | 1.80M | 8.10% | 283.4K | 1.51M | 283.4K | 10.00 | IN | Canada | 2013-07-18 | ↗ |
| 6 | Meson Capital Partners LLC | 1.51M | 6.90% | — | 1.51M | — | 10.00 | OO | Delaware | 2013-07-18 | ↗ |
| 7 | Meson Capital Partners LP | 1.51M | 6.90% | — | 1.51M | — | 10.00 | PN | New York | 2013-07-18 | ↗ |
| 8 | Christopher Sansone | 1.48M | 6.50% | — | 1.48M | — | 1.48M | IN | Delaware | 2017-02-13 | ↗ |
| 9 | Sansone Advisors, LLC | 1.48M | 6.50% | — | 1.48M | — | 1.48M | OO | Delaware | 2017-02-13 | ↗ |
| 10 | Sansone Capital Management, LLC | 1.48M | 6.50% | — | 1.48M | — | 1.48M | OO | Delaware | 2017-02-13 | ↗ |
| 11 | Sansone Partners, LP | 1.23M | 5.40% | — | 1.23M | — | 1.23M | PN | Delaware | 2017-02-13 | ↗ |
| 12 | (1) BlackRock, Inc. | 1.19M | 5.60% | 1.18M | — | 1.19M | — | HC | Delaware | 2024-01-29 | ↗ |
| 13 | The Vanguard Group - 23-1945930 | 1.07M | 5.03% | — | — | 1.03M | 37.5K | IA | Pennsylvania | 2024-02-13 | ↗ |
| 14 | Minerva Advisors LLCMinerva Group, LPMinerva GP, LP Minerva GP, Inc. David | 993.0K | 3.90% | 783.9K | 209.1K | 783.9K | 209.1K | IA, CO, PN, IN | Minerva Advisors LLC Delaware Minerva Group LP Delaware Minerva GP LP Delaware Minerva GP Inc Pennsylvania David P Cohen US | 2021-02-05 | ↗ |
| 15 | Steven Tannenbaum | 673.6K | 3.40% | 673.6K | — | 673.6K | — | HC, IN | United States | 2019-02-11 | ↗ |
| 16 | Greenwood Investments, Inc. | 543.6K | 2.80% | 543.6K | — | 543.6K | — | IA, CO | Delaware | 2019-02-11 | ↗ |
| 17 | Global Undervalued Securities Master Fund, L.P. | 290.8K | 1.30% | — | 290.8K | — | — | PN | Delaware | 2017-02-13 | ↗ |
| 18 | John Kleinheinz | 290.8K | 1.30% | — | 290.8K | — | — | IN | Delaware | 2017-02-13 | ↗ |
| 19 | Kleinheinz Capital Partners, Inc. | 290.8K | 1.30% | — | 290.8K | — | — | IA | Delaware | 2017-02-13 | ↗ |
| 20 | ST Partners LLC | 130.0K | 0.70% | 130.0K | — | 130.0K | — | OO | Delaware | 2019-02-11 | ↗ |
| 21 | Greenwood Capital Limited Partnership | — | 0.00% | — | — | — | — | PN | Massachusetts | 2019-02-11 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MINERVA ADVISORS LLC | 1.08M +52.9K (+5.2%) | 9.68M -951.0K (-8.9%) | 5.19% +0.299 pp | 6.46% -0.287 pp | USD2.89 +210.4% | 51 qtrs — |
| 2 | VANGUARD GROUP INC | 981.6K +5.4K (+0.6%) | 8.80M -1.3M (-12.9%) | 4.72% +0.068 pp | 0.00% +0.000 pp | USD9.09 -1.3% | 51 qtrs — |
| 3 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 824.8K +15.0K (+1.9%) | 7.40M -991.0K (-11.8%) | 3.97% +0.107 pp | 0.43% -0.054 pp | USD9.55 -6.1% | 27 qtrs — |
| 4 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 751.4K -50.5K (-6.3%) | 6.74M -1.6M (-18.9%) | 3.62% -0.209 pp | 0.01% -0.003 pp | USD8.73 +2.7% | 13 qtrs — |
| 5 | BLACKROCK, INC. | 609.9K +91.6K (+17.7%) | 5.47M +100.8K (+1.9%) | 2.94% +0.463 pp | 0.00% +0.000 pp | USD6.86 +30.8% | 6 qtrs — |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 587.5K +11.8K (+2.0%) | 5.27M -694.4K (-11.6%) | 2.83% +0.081 pp | 0.01% +0.000 pp | USD7.68 +16.8% | 45 qtrs — |
| 7 | AWM INVESTMENT COMPANY, INC. | 561.7K +— (+0.0%) | 5.04M -780.7K (-13.4%) | 2.70% +0.024 pp | 0.49% -0.059 pp | USD3.23 +177.7% | 45 qtrs — |
| 8 | DIMENSIONAL FUND ADVISORS LP | 560.9K -8.4K (-1.5%) | 5.03M -866.5K (-14.7%) | 2.70% -0.016 pp | 0.00% 0.000 pp | USD8.11 +10.6% | 49 qtrs — |
| 9 | HEARTLAND ADVISORS INC | 500.0K +75.0K (+17.6%) | 4.49M +82.0K (+1.9%) | 2.41% +0.379 pp | 0.24% +0.009 pp | USD10.95 -18.1% | 17 qtrs — |
| 10 | MEROS INVESTMENT MANAGEMENT, LP | 498.0K +20.7K (+4.3%) | 4.47M -477.6K (-9.7%) | 2.40% +0.120 pp | 1.77% -0.340 pp | USD11.01 -18.5% | 17 qtrs — |
| 11 | ACADIAN ASSET MANAGEMENT LLC | 448.8K +168.8K (+60.3%) | 4.02M +1.1M (+38.9%) | 2.16% +0.824 pp | 0.01% +0.002 pp | USD9.38 -4.4% | 5 qtrs — |
| 12 | HILLSDALE INVESTMENT MANAGEMENT INC. | 447.4K -2.9K (-0.6%) | 4.01M -651.9K (-14.0%) | 2.15% +0.005 pp | 0.11% -0.030 pp | USD10.36 -13.4% | 2 qtrs — |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 419.0K -30.4K (-6.8%) | 3.76M -896.9K (-19.3%) | 2.02% -0.127 pp | 0.00% -0.001 pp | USD9.07 -1.1% | 3 qtrs — |
| 14 | AMERICAN CENTURY COMPANIES INC | 352.2K +156.5K (+80.0%) | 3.16M +1.1M (+55.8%) | 1.69% +0.762 pp | 0.00% +0.001 pp | USD8.25 +8.7% | 4 qtrs — |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 305.7K +63.6K (+26.3%) | 2.74M +234.3K (+9.3%) | 1.47% +0.317 pp | 0.00% +0.000 pp | USD9.13 -1.8% | 7 qtrs — |
| 16 | ESSEX INVESTMENT MANAGEMENT CO LLC | 294.1K -6.3K (-2.1%) | 2.64M -474.4K (-15.2%) | 1.42% -0.018 pp | 0.40% -0.074 pp | USD6.58 +36.3% | 3 qtrs — |
| 17 | ANCORA ADVISORS, LLC | 288.3K +86.0K (+42.5%) | 2.59M +489.8K (+23.4%) | 1.39% +0.422 pp | 0.05% +0.011 pp | USD9.95 -9.8% | 2 qtrs — |
| 18 | MILLENNIUM MANAGEMENT LLC | 286.3K -128.9K (-31.0%) | 2.57M -1.7M (-40.3%) | 1.38% -0.603 pp | 0.00% -0.001 pp | USD6.95 +29.1% | 8 qtrs — |
| 19 | TRUFFLE HOUND CAPITAL, LLC | 230.0K +— (+0.0%) | 2.06M -319.7K (-13.4%) | 1.11% +0.010 pp | 0.54% -0.129 pp | USD7.14 +25.6% | 3 qtrs — |
| 20 | RUSSELL INVESTMENTS GROUP, LTD. | 220.3K +101.6K (+85.5%) | 1.98M +745.9K (+60.6%) | 1.06% +0.494 pp | 0.00% +0.001 pp | USD9.73 -7.8% | 21 qtrs — |
| 21 | GEODE CAPITAL MANAGEMENT, LLC | 218.1K +1.8K (+0.8%) | 1.96M -284.5K (-12.7%) | 1.05% +0.018 pp | 0.00% +0.000 pp | USD10.33 -13.2% | 46 qtrs — |
| 22 | — | 185.0K +— (+0.0%) | 1.66M -257.2K (-13.4%) | 0.89% +0.008 pp | 1.15% -0.031 pp | USD10.36 -13.4% | 2 qtrs — |
| 23 | JANE STREET GROUP, LLC | 158.2K +74.6K (+89.2%) | 1.42M +552.7K (+63.8%) | 0.76% +0.362 pp | 0.00% +0.000 pp | USD7.48 +19.9% | 4 qtrs — |
| 24 | GABELLI FUNDS LLC | 150.1K -4.0K (-2.6%) | 1.35M -250.1K (-15.7%) | 0.72% -0.013 pp | 0.01% -0.002 pp | USD7.66 +17.1% | 41 qtrs — |
| 25 | MARSHALL WACE, LLP | 143.8K -40.5K (-22.0%) | 1.29M -619.7K (-32.5%) | 0.69% -0.187 pp | 0.00% -0.001 pp | USD8.35 +7.4% | 7 qtrs — |
| 26 | AMERIPRISE FINANCIAL INC | 129.4K +— (+0.0%) | 1.16M -179.9K (-13.4%) | 0.62% +0.006 pp | 0.00% +0.000 pp | USD5.77 +55.5% | 7 qtrs — |
| 27 | GSA CAPITAL PARTNERS LLP | 127.8K +22.8K (+21.7%) | 1.15M +59.0K (+5.4%) | 0.62% +0.114 pp | 0.10% +0.008 pp | USD6.95 +29.1% | 8 qtrs — |
| 28 | WHITE PINE CAPITAL LLC | 101.7K -1.1K (-1.0%) | 911.9K -152.4K (-14.3%) | 0.49% -0.001 pp | 0.25% -0.054 pp | USD5.26 +70.5% | 32 qtrs — |
| 29 | 683 CAPITAL MANAGEMENT, LLC | 100.5K +100.5K (+100.0%) | 901.2K +901.2K (+100.0%) | 0.48% +0.484 pp | 0.04% +0.039 pp | USD8.97 +0.0% | 1 qtrs NEW |
| 30 | STATE STREET CORP | 96.9K +3.9K (+4.2%) | 868.9K -94.2K (-9.8%) | 0.47% +0.023 pp | 0.00% +0.000 pp | USD10.45 -14.2% | 24 qtrs — |
| 31 | PERRITT CAPITAL MANAGEMENT INC | 96.8K +— (+0.0%) | 868.3K -134.6K (-13.4%) | 0.47% +0.004 pp | 1.45% +0.977 pp | USD7.54 +19.0% | 22 qtrs — |
| 32 | SENTINUS, LLC | 96.8K +96.8K (+100.0%) | 868.3K +868.3K (+100.0%) | 0.47% +0.466 pp | 0.08% +0.083 pp | USD8.97 +0.0% | 1 qtrs NEW |
| 33 | LEGATO CAPITAL MANAGEMENT LLC | 95.1K +8.4K (+9.6%) | 853.0K -45.7K (-5.1%) | 0.46% +0.044 pp | 0.07% -0.025 pp | USD6.91 +29.8% | 5 qtrs — |
| 34 | GOLDMAN SACHS GROUP INC | 94.6K -33.6K (-26.2%) | 848.9K -479.9K (-36.1%) | 0.46% -0.156 pp | 0.00% 0.000 pp | USD8.01 +12.0% | 6 qtrs — |
| 35 | BNP PARIBAS ARBITRAGE, SNC | 91.2K +63.3K (+226.9%) | 818.3K +529.1K (+183.0%) | 0.44% +0.306 pp | 0.00% +0.000 pp | USD9.24 -2.9% | 23 qtrs — |
| 36 | QUBE RESEARCH & TECHNOLOGIES LTD | 86.3K +16.9K (+24.4%) | 773.8K +55.3K (+7.7%) | 0.42% +0.084 pp | 0.00% +0.000 pp | USD8.30 +8.1% | 3 qtrs — |
| 37 | POINT72 ASSET MANAGEMENT, L.P. | 81.8K +81.8K (+100.0%) | 734.1K +734.1K (+100.0%) | 0.39% +0.394 pp | 0.00% +0.001 pp | USD8.97 +0.0% | 1 qtrs NEW |
| 38 | GLOBEFLEX CAPITAL L P | 80.0K +— (+0.0%) | 717.3K -111.1K (-13.4%) | 0.38% +0.003 pp | 0.11% -0.018 pp | USD10.36 -13.4% | 2 qtrs — |
| 39 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 77.5K -25.2K (-24.5%) | 695.0K -368.4K (-34.6%) | 0.37% -0.117 pp | 0.00% -0.002 pp | USD7.64 +17.4% | 6 qtrs — |
| 40 | BANK OF NEW YORK MELLON CORP | 76.9K +24.7K (+47.3%) | 690.1K +149.1K (+27.6%) | 0.37% +0.121 pp | 0.00% +0.000 pp | USD10.12 -11.4% | 23 qtrs — |
| 41 | CITADEL ADVISORS LLC | 74.9K +47.2K (+170.4%) | 671.9K +384.9K (+134.1%) | 0.36% +0.228 pp | 0.00% +0.000 pp | USD9.48 -5.4% | 13 qtrs — |
| 42 | TWO SIGMA INVESTMENTS, LP | 69.9K -14.7K (-17.4%) | 626.8K -249.6K (-28.5%) | 0.34% -0.067 pp | 0.00% 0.000 pp | USD7.91 +13.4% | 6 qtrs — |
| 43 | MORGAN STANLEY | 66.5K +22.2K (+50.2%) | 596.4K +137.9K (+30.1%) | 0.32% +0.109 pp | 0.00% +0.000 pp | USD8.12 +10.5% | 31 qtrs — |
| 44 | PANAGORA ASSET MANAGEMENT INC | 65.5K +49.0K (+297.0%) | 587.5K +416.6K (+243.8%) | 0.32% +0.237 pp | 0.00% +0.001 pp | USD9.32 -3.8% | 7 qtrs — |
| 45 | MAN GROUP PLC | 53.2K +8.9K (+20.1%) | 477.2K +18.3K (+4.0%) | 0.26% +0.045 pp | 0.00% +0.000 pp | USD10.13 -11.5% | 2 qtrs — |
| 46 | NORTHERN TRUST CORP | 53.2K +5.1K (+10.6%) | 477.1K -21.3K (-4.3%) | 0.26% +0.027 pp | 0.00% +0.000 pp | USD9.64 -7.0% | 48 qtrs — |
| 47 | VICTORY CAPITAL MANAGEMENT INC | 51.6K +51.6K (+100.0%) | 462.7K +462.7K (+100.0%) | 0.25% +0.248 pp | 0.00% +0.000 pp | USD8.97 +0.0% | 1 qtrs NEW |
| 48 | ARS INVESTMENT PARTNERS, LLC | 48.1K +36.8K (+325.2%) | 431.0K +313.9K (+268.2%) | 0.23% +0.177 pp | 0.03% +0.018 pp | USD9.30 -3.5% | 18 qtrs — |
| 49 | PHARVISION ADVISERS, LLC | 46.9K +46.9K (+100.0%) | 420.8K +420.8K (+100.0%) | 0.23% +0.226 pp | 0.21% +0.213 pp | USD8.97 +0.0% | 1 qtrs NEW |
| 50 | SEI INVESTMENTS CO | 46.8K +46.8K (+100.0%) | 419.9K +419.9K (+100.0%) | 0.23% +0.225 pp | 0.00% +0.000 pp | USD8.97 +0.0% | 1 qtrs NEW |
| 51 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 45.0K +45.0K (+100.0%) | 403.7K +403.7K (+100.0%) | 0.22% +0.217 pp | 0.00% +0.003 pp | USD8.97 +0.0% | 1 qtrs NEW |
| 52 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | 41.5K +2.7K (+6.9%) | 372.1K -29.9K (-7.4%) | 0.20% +0.015 pp | 0.08% -0.034 pp | USD6.42 +39.7% | 3 qtrs — |
| 53 | TWO SIGMA ADVISERS, LP | 39.3K -530.0 (-1.3%) | 352.3K -60.1K (-14.6%) | 0.19% -0.001 pp | 0.00% 0.000 pp | USD7.28 +23.2% | 7 qtrs — |
| 54 | OMERS ADMINISTRATION CORP | 38.4K +38.4K (+100.0%) | 344.4K +344.4K (+100.0%) | 0.18% +0.185 pp | 0.00% +0.003 pp | USD8.97 +0.0% | 1 qtrs NEW |
| 55 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 37.9K +— (+0.0%) | 340.0K -52.7K (-13.4%) | 0.18% +0.002 pp | 0.01% -0.001 pp | USD7.45 +20.4% | 14 qtrs — |
| 56 | HUDSON BAY CAPITAL MANAGEMENT LP | 30.5K +30.5K (+100.0%) | 273.7K +273.7K (+100.0%) | 0.15% +0.147 pp | 0.00% +0.001 pp | USD8.97 +0.0% | 1 qtrs NEW |
| 57 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 29.0K +29.0K (+100.0%) | 260.1K +260.1K (+100.0%) | 0.14% +0.140 pp | 0.02% +0.016 pp | USD8.97 +0.0% | 1 qtrs NEW |
| 58 | XTX TOPCO LTD | 28.8K +9.3K (+48.1%) | 257.9K +56.8K (+28.2%) | 0.14% +0.046 pp | 0.01% -0.004 pp | USD7.13 +25.8% | 3 qtrs — |
| 59 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 28.6K +28.6K (+100.0%) | 256.7K +256.7K (+100.0%) | 0.14% +0.138 pp | 0.00% +0.001 pp | USD8.97 +0.0% | 1 qtrs NEW |
| 60 | KESTRA PRIVATE WEALTH SERVICES, LLC | 28.4K +728.0 (+2.6%) | 254.7K -31.9K (-11.1%) | 0.14% +0.005 pp | 0.00% -0.001 pp | USD10.32 -13.1% | 2 qtrs — |
| 61 | HSBC HOLDINGS PLC | 28.5K +2.8K (+10.7%) | 254.6K -6.2K (-2.4%) | 0.14% +0.014 pp | 0.00% +0.000 pp | USD6.00 +49.5% | 4 qtrs — |
| 62 | BANK OF AMERICA CORP /DE/ | 26.9K -2.9K (-9.7%) | 241.2K -67.4K (-21.8%) | 0.13% -0.013 pp | 0.00% +0.000 pp | USD8.79 +2.0% | 31 qtrs — |
| 63 | CITIGROUP INC | 26.8K -112.9K (-80.8%) | 240.6K -1.2M (-83.4%) | 0.13% -0.537 pp | 0.00% -0.001 pp | USD7.39 +21.4% | 25 qtrs — |
| 64 | BARCLAYS PLC | 25.3K -3.3K (-11.5%) | 227.0K +35.4K (+18.5%) | 0.12% -0.015 pp | 0.00% +0.000 pp | USD9.02 -0.6% | 11 qtrs — |
| 65 | CENTIVA CAPITAL, LP | 23.5K -26.8K (-53.3%) | 210.8K -310.5K (-59.6%) | 0.11% -0.127 pp | 0.00% -0.003 pp | USD10.36 -13.4% | 2 qtrs — |
| 66 | ALGERT GLOBAL LLC | 22.5K -5.8K (-20.5%) | 202.0K -91.0K (-31.1%) | 0.11% -0.027 pp | 0.00% -0.002 pp | USD10.36 -13.4% | 2 qtrs — |
| 67 | SALEM INVESTMENT COUNSELORS INC | 22.4K +— (+0.0%) | 201.1K -31.2K (-13.4%) | 0.11% +0.001 pp | 0.01% -0.001 pp | USD5.38 +66.7% | 4 qtrs — |
| 68 | HIGHTOWER ADVISORS, LLC | 21.1K +2.6K (+13.8%) | 188.9K -2.7K (-1.4%) | 0.10% +0.013 pp | 0.00% +0.000 pp | USD5.92 +51.5% | 32 qtrs — |
| 69 | CATALYST FUNDS MANAGEMENT PTY LTD | 18.4K +— (+0.0%) | 165.0K -25.6K (-13.4%) | 0.09% +0.001 pp | 0.04% +0.010 pp | USD10.36 -13.4% | 2 qtrs — |
| 70 | OCCUDO QUANTITATIVE STRATEGIES LP | 18.1K -2.1K (-10.4%) | 162.6K -47.0K (-22.4%) | 0.09% -0.009 pp | 0.01% -0.015 pp | USD10.36 -13.4% | 4 qtrs — |
| 71 | RITHOLTZ WEALTH MANAGEMENT | 17.5K +17.5K (+100.0%) | 157.0K +157.0K (+100.0%) | 0.08% +0.084 pp | 0.00% +0.003 pp | USD8.97 +0.0% | 1 qtrs NEW |
| 72 | DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 13.7K +2.8K (+25.8%) | 123.0K +10.0K (+8.8%) | 0.07% +0.014 pp | 0.03% +0.009 pp | USD10.08 -11.0% | 2 qtrs — |
| 73 | FINEMARK NATIONAL BANK & TRUST | 12.5K +— (+0.0%) | 112.1K -17.4K (-13.4%) | 0.06% +0.001 pp | 0.00% -0.001 pp | USD2.70 +232.2% | 38 qtrs — |
| 74 | ARISTIDES CAPITAL LLC | 12.2K +12.2K (+100.0%) | 109.6K +109.6K (+100.0%) | 0.06% +0.059 pp | 0.02% +0.019 pp | USD8.97 +0.0% | 1 qtrs NEW |
| 75 | JPMORGAN CHASE & CO | 11.7K -5.1K (-30.4%) | 104.9K -69.2K (-39.8%) | 0.06% -0.024 pp | 0.00% +0.000 pp | USD10.18 -11.9% | 11 qtrs — |
| 76 | CARRERA CAPITAL ADVISORS | 11.3K +11.3K (+100.0%) | 101.4K +101.4K (+100.0%) | 0.05% +0.054 pp | 0.02% +0.017 pp | USD8.97 +0.0% | 1 qtrs NEW |
| 77 | VIRTUS ETF ADVISERS LLC | 11.2K +11.2K (+100.0%) | 100.5K +100.5K (+100.0%) | 0.05% +0.054 pp | 0.05% +0.048 pp | USD8.97 +0.0% | 1 qtrs NEW |
| 78 | BOOTHBAY FUND MANAGEMENT, LLC | 10.9K +10.9K (+100.0%) | 97.7K +97.7K (+100.0%) | 0.05% +0.052 pp | 0.00% +0.002 pp | USD8.97 +0.0% | 1 qtrs NEW |
| 79 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10.7K +— (+0.0%) | 95.6K -14.8K (-13.4%) | 0.05% +0.001 pp | 0.00% +0.000 pp | USD9.03 -0.7% | 12 qtrs — |
| 80 | GRAHAM CAPITAL MANAGEMENT, L.P. | 10.6K -11.9K (-53.0%) | 95.1K -138.5K (-59.3%) | 0.05% -0.057 pp | 0.00% -0.001 pp | USD10.36 -13.4% | 2 qtrs — |
| 81 | GK WEALTH MANAGEMENT LLC | 10.6K +10.6K (+100.0%) | 94.8K +94.8K (+100.0%) | 0.05% +0.051 pp | 0.06% +0.063 pp | USD8.97 +0.0% | 1 qtrs NEW |
| 82 | LPL FINANCIAL LLC | 10.3K +10.3K (+100.0%) | 92.4K +92.4K (+100.0%) | 0.05% +0.050 pp | 0.00% +0.000 pp | USD8.97 +0.0% | 1 qtrs NEW |
| 83 | JUMP FINANCIAL, LLC | 10.3K -37.2K (-78.4%) | 92.0K -399.7K (-81.3%) | 0.05% -0.177 pp | 0.00% -0.005 pp | USD7.88 +13.8% | 4 qtrs — |
| 84 | VIRTU FINANCIAL LLC | 10.0K +10.0K (+100.0%) | 90.0K +90.0K (+100.0%) | 0.05% +0.048 pp | 0.00% +0.004 pp | USD8.97 +0.0% | 1 qtrs NEW |
| 85 | CANADA PENSION PLAN INVESTMENT BOARD | 8.1K +8.1K (+100.0%) | 72.7K +72.7K (+100.0%) | 0.04% +0.039 pp | 0.00% +0.000 pp | USD8.97 +0.0% | 1 qtrs NEW |
| 86 | UBS GROUP AG | 6.8K +787.0 (+13.0%) | 61.3K -1.3K (-2.1%) | 0.03% +0.004 pp | 0.00% +0.000 pp | USD8.94 +0.3% | 44 qtrs — |
| 87 | QUARRY LP | 3.5K +3.5K (+100.0%) | 31.1K +31.1K (+100.0%) | 0.02% +0.017 pp | 0.00% +0.005 pp | USD8.97 +0.0% | 1 qtrs NEW |
| 88 | HIGHMARK WEALTH MANAGEMENT LLC | 2.8K +— (+0.0%) | 25.1K -3.9K (-13.4%) | 0.01% +0.000 pp | 0.01% -0.003 pp | USD6.83 +31.3% | 7 qtrs — |
| 89 | BARD ASSOCIATES INC | 2.5K -41.9K (-94.4%) | 22.4K -437.6K (-95.1%) | 0.01% -0.200 pp | 0.01% -0.116 pp | USD8.46 +6.0% | 13 qtrs — |
| 90 | COMMUNITY BANK, N.A. | 1.0K +— (+0.0%) | 9.0K -1.4K (-13.4%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD3.15 +184.8% | 45 qtrs — |
| 91 | NEWEDGE ADVISORS, LLC | 935.00 +219.0 (+30.6%) | 8.4K +969.0 (+13.1%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD6.24 +43.8% | 4 qtrs — |
| 92 | FMR LLC | 689.00 -202.0 (-22.7%) | 6.2K -3.1K (-33.1%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD6.46 +38.9% | 16 qtrs — |
| 93 | SMARTLEAF ASSET MANAGEMENT LLC | 516.00 +516.0 (+100.0%) | 4.6K +4.6K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.000 pp | USD8.97 +0.0% | 6 qtrs — |
| 94 | ADVISOR GROUP HOLDINGS, INC. | 460.00 +200.0 (+76.9%) | 4.1K +1.4K (+51.1%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD7.43 +20.7% | 3 qtrs — |
| 95 | TOWER RESEARCH CAPITAL LLC (TRC) | 241.00 +237.0 (+5,925.0%) | 2.2K +2.1K (+5,173.2%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD8.93 +0.4% | 25 qtrs — |
| 96 | NISA INVESTMENT ADVISORS, LLC | 141.00 +— (+0.0%) | 1.3K -196.0 (-13.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD6.23 +44.0% | 7 qtrs — |
| 97 | GLOBAL RETIREMENT PARTNERS, LLC | 44.00 +42.0 (+2,100.0%) | 395.00 +374.0 (+1,781.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD9.00 -0.3% | 2 qtrs — |
| 98 | GAMMA INVESTING LLC | 26.00 +— (+0.0%) | 233.00 -36.0 (-13.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD5.58 +60.8% | 5 qtrs — |
| 99 | SBI SECURITIES CO., LTD. | 11.00 +— (+0.0%) | 99.00 -15.0 (-13.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD8.36 +7.3% | 5 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Micro-Cap ETF IWC | 0.04% | 627.8K | 0.60% |
| 2 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.03% | 306.2K | 0.20% |
| 3 | Acuitas Small Cap Active ETF AIMS | 0.03% | 21.0K | 0.75% |
| 4 | Avantis U.S. Small Cap Value ETF AVUV | 0.02% | 5.95M | 0.25% |
| 5 | WisdomTree U.S. SmallCap Fund EES | 0.02% | 136.3K | 0.38% |
| 6 | Invesco Russell 2000 Dynamic Multifactor ETF OMFS | 0.02% | 51.5K | 0.39% |
| 7 | Franklin U.S. Small Cap Multifactor Index ETF FLQS | 0.01% | 6.5K | 0.35% |
| 8 | iShares Russell 2000 Growth ETF IWO | 0.01% | 1.76M | 0.24% |
| 9 | Avantis U.S. Small Cap Equity ETF AVSC | 0.01% | 305.3K | 0.25% |
| 10 | U.S. Micro Cap Portfolio ETF DFMC | 0.01% | 635.2K | 0.43% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-16 | SVIOKLA JOHN J | Director | — | — | Stock Options (right to buy) | 11,876 | 6.00 | 71.3K | 0 | D | ↗ |
| 2026-03-02 | Steele Barry G | Officer | P-Purchase | A | Common Stock | 2,064 | 9.16 | 18.9K | 88,000 | D | ↗ |
| 2025-10-09 | Funke Jerod | Officer | F-InKind | D | Common Stock | 3,669 | 9.61 | 35.3K | 18,662 | D | ↗ |
| 2025-09-23 | Lachance Carrie | Director / Officer | A-Award | A | Common Stock | 50,000 | 0.00 | — | 251,849 | D | ↗ |
| 2025-08-22 | Shuda Scott | Director | S-Sale | D | Common Stock | 5,752 | 9.67 | 55.6K | 94,000 | D | ↗ |
| 2025-07-07 | Shuda Scott | Director | J-Other | D | Common Stock | 2,242 | 0.00 | — | 99,752 | D | ↗ |
| 2025-05-28 | Eichenbaum Kenneth D. | Director | P-Purchase | A | Common Stock | 2,000 | 5.18 | 10.4K | 6,000 | D | ↗ |
| 2025-05-19 | Hundzinski Ronald T | Director | P-Purchase | A | Common Stock | 5,000 | 6.09 | 30.5K | 5,000 | D | ↗ |
| 2025-05-17 | Steele Barry G | Officer | M-Exempt | D | Restricted Stock Units | 13,636 | 0.00 | — | 0 | D | ↗ |
| 2025-05-17 | Lachance Carrie | Director / Officer | M-Exempt | D | Restricted Stock Units | 17,727 | 0.00 | — | 0 | D | ↗ |
| 2025-05-17 | Hundzinski Ronald T | Director | — | — | Stock Option (right to buy) | 13,264 | 9.51 | 126.1K | 0 | D | ↗ |
| 2025-05-17 | HUSS BEVERLY A | Director | — | D | Stock Option (right to buy) | 35,685 | 6.34 | 226.2K | 0 | — | ↗ |
| 2025-05-17 | Eichenbaum Kenneth D. | Director | — | D | Stock Option (right to buy) | 35,685 | 6.34 | 226.2K | 0 | — | ↗ |
| 2025-05-17 | Dilorio Richard | Director / Officer | F-InKind | D | Common Stock | 19,509 | 6.15 | 120.0K | 447,925 | D | ↗ |
| 2025-05-17 | Chupa Addam | Officer | F-InKind | D | Common Stock | 3,660 | 6.15 | 22.5K | 44,956 | D | ↗ |
| 2025-05-16 | Steele Barry G | Officer | A-Award | A | Restricted Stock Units | 22,531 | 0.00 | — | 22,531 | D | ↗ |
| 2025-05-16 | Shuda Scott | Director | A-Award | A | Stock Option (right to buy) | 39,588 | 6.00 | 237.5K | 39,588 | D | ↗ |
| 2025-05-16 | Lachance Carrie | Director / Officer | P-Purchase | A | Common Stock | 1,967 | 6.10 | 12.0K | 190,212 | D | ↗ |
| 2025-05-16 | Hundzinski Ronald T | Director | A-Award | A | Stock Option (right to buy) | 39,588 | 6.00 | 237.5K | 39,588 | D | ↗ |
| 2025-05-16 | HUSS BEVERLY A | Director | A-Award | A | Stock Option (right to buy) | 39,588 | 6.00 | 237.5K | 39,588 | D | ↗ |
| 2025-05-16 | GENDRON PAUL ANDREW | Director | A-Award | A | Stock Option (right to buy) | 39,588 | 6.00 | 237.5K | 39,588 | D | ↗ |
| 2025-05-16 | Funke Jerod | Officer | A-Award | A | Stock Option (right to buy) | 36,926 | 6.00 | 221.6K | 36,926 | D | ↗ |
| 2025-05-16 | Eichenbaum Kenneth D. | Director | A-Award | A | Stock Option (right to buy) | 39,588 | 6.00 | 237.5K | 39,588 | D | ↗ |
| 2025-05-16 | Chupa Addam | Officer | A-Award | A | Restricted Stock Units | 13,125 | 0.00 | — | 13,125 | D | ↗ |
| 2025-05-15 | SVIOKLA JOHN J | Director | — | — | Common Stock | 0 | 0.00 | — | 10,000 | D | ↗ |
| 2025-05-15 | Lachance Carrie | Director / Officer | P-Purchase | A | Common Stock | 1,165 | 6.01 | 7.0K | 188,245 | D | ↗ |
| 2025-05-14 | Steele Barry G | Officer | P-Purchase | A | Common Stock | 3,000 | 5.76 | 17.3K | 76,887 | D | ↗ |
| 2025-03-07 | Dilorio Richard | Director / Officer | F-InKind | D | Common Stock | 17,976 | 6.18 | 111.1K | 423,683 | D | ↗ |
| 2024-12-05 | Shuda Scott | Director | J-Other | D | Common Stock | 42,241 | 0.00 | — | 298,383 | I | ↗ |
| 2024-11-27 | Dilorio Richard | Director / Officer | S-Sale | D | Common Stock | 5,398 | 8.87 | 47.9K | 416,659 | D | ↗ |
| 2024-11-26 | Dilorio Richard | Director / Officer | S-Sale | D | Common Stock | 14,602 | 8.91 | 130.2K | 422,057 | D | ↗ |
| 2024-11-25 | Dilorio Richard | Director / Officer | S-Sale | D | Common Stock | 20,000 | 9.32 | 186.4K | 436,659 | D | ↗ |
| 2024-10-31 | Chupa Addam | Officer | M-Exempt | A | Common Stock | 20,000 | 0.00 | — | 45,915 | D | ↗ |
| 2024-10-09 | Funke Jerod | Officer | M-Exempt | A | Common Stock | 12,500 | 0.00 | — | 13,500 | D | ↗ |
| 2024-09-23 | Eichenbaum Kenneth D. | Director | P-Purchase | A | Common Stock | 4,000 | 5.89 | 23.6K | 4,000 | D | ↗ |
| 2024-06-26 | Dilorio Richard | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 50,000 | 2.69 | 134.5K | 0 | — | ↗ |
| 2024-05-23 | BOYD RALPH F JR | Director | P-Purchase | A | Common Stock | 4,000 | 7.13 | 28.5K | 6,000 | — | ↗ |
| 2024-05-22 | HUSS BEVERLY A | Director | P-Purchase | A | Common Stock | 4,300 | 6.86 | 29.5K | 4,300 | — | ↗ |
| 2024-05-21 | Chupa Addam | Officer | P-Purchase | A | Common Stock | 1,000 | 6.67 | 6.7K | 24,774 | — | ↗ |
| 2024-05-20 | Steele Barry G | Officer | P-Purchase | A | Common Stock | 3,000 | 6.47 | 19.4K | 70,195 | — | ↗ |
| 2024-05-20 | GENDRON PAUL ANDREW | Director | P-Purchase | A | Common Stock | 5,000 | 6.54 | 32.7K | 65,000 | — | ↗ |
| 2024-05-20 | Funke Jerod | Officer | P-Purchase | A | Common Stock | 1,000 | 6.39 | 6.4K | 1,000 | — | ↗ |
| 2024-05-18 | Steele Barry G | Officer | M-Exempt | D | Restricted Stock Units | 7,051 | 0.00 | — | 0 | — | ↗ |
| 2024-05-18 | Lachance Carrie | Director / Officer | F-InKind | D | Common Stock | 3,179 | 6.44 | 20.5K | 183,388 | — | ↗ |
| 2024-05-18 | Dilorio Richard | Director / Officer | F-InKind | D | Common Stock | 6,819 | 6.44 | 43.9K | 440,121 | — | ↗ |
| 2024-05-17 | Steele Barry G | Officer | A-Award | A | Restricted Stock Units | 20,702 | 0.00 | — | 20,702 | — | ↗ |
| 2024-05-17 | Shuda Scott | Director | A-Award | A | Stock Option (right to buy) | 35,685 | 6.34 | 226.2K | 35,685 | — | ↗ |
| 2024-05-17 | Lachance Carrie | Director / Officer | A-Award | A | Restricted Stock Units | 21,219 | 0.00 | — | 21,219 | — | ↗ |
| 2024-05-17 | GENDRON PAUL ANDREW | Director | A-Award | A | Stock Option (right to buy) | 35,685 | 6.34 | 226.2K | 35,685 | — | ↗ |
| 2024-05-17 | Funke Jerod | Officer | A-Award | A | Stock Option (right to buy) | 64,010 | 6.34 | 405.8K | 64,010 | — | ↗ |
| 2024-05-17 | Dilorio Richard | Director / Officer | A-Award | A | Restricted Stock Units | 49,685 | 0.00 | — | 49,685 | — | ↗ |
| 2024-05-17 | Chupa Addam | Officer | F-InKind | D | Common Stock | 987 | 6.44 | 6.4K | 23,774 | — | ↗ |
| 2024-05-17 | BOYD RALPH F JR | Director | A-Award | A | Stock Option (right to buy) | 35,685 | 6.34 | 226.2K | 35,685 | — | ↗ |
| 2024-05-14 | Shuda Scott | Director | F-InKind | D | Common Stock | 23,500 | 7.00 | 164.5K | 101,994 | — | ↗ |
| 2024-03-01 | Lachance Carrie | Director / Officer | M-Exempt | A | Common Stock | 50,000 | 0.00 | — | 193,745 | — | ↗ |
| 2024-02-09 | Chupa Addam | Officer | M-Exempt | A | Common Stock | 3,000 | 0.00 | — | 22,393 | — | ↗ |
| 2023-10-09 | Funke Jerod | Officer | — | D | Stock Options (right to buy) | 46,679 | 9.78 | 456.5K | 0 | — | ↗ |
| 2023-09-06 | Malhotra R. Rimmy | Director | S-Sale | D | Common Stock | 12,500 | 10.09 | 126.1K | 45,000 | — | ↗ |
| 2023-09-05 | Malhotra R. Rimmy | Director | S-Sale | D | Common Stock | 5,000 | 10.19 | 51.0K | 57,500 | — | ↗ |
| 2023-09-01 | Malhotra R. Rimmy | Director | S-Sale | D | Common Stock | 12,500 | 10.24 | 128.0K | 62,500 | — | ↗ |
| 2023-08-31 | Malhotra R. Rimmy | Director | S-Sale | D | Common Stock | 10,000 | 10.36 | 103.6K | 75,000 | — | ↗ |
| 2023-08-30 | Malhotra R. Rimmy | Director | S-Sale | D | Common Stock | 5,000 | 10.17 | 50.9K | 85,000 | — | ↗ |
| 2023-08-29 | Malhotra R. Rimmy | Director | S-Sale | D | Common Stock | 10,000 | 10.34 | 103.4K | 90,000 | — | ↗ |
| 2023-08-28 | Malhotra R. Rimmy | Director | S-Sale | D | Common Stock | 5,000 | 10.31 | 51.5K | 100,000 | — | ↗ |
| 2023-08-25 | Malhotra R. Rimmy | Director | S-Sale | D | Common Stock | 10,000 | 10.20 | 102.0K | 105,000 | — | ↗ |
| 2023-08-23 | Malhotra R. Rimmy | Director | S-Sale | D | Common Stock | 10,000 | 10.78 | 107.8K | 115,000 | — | ↗ |
| 2023-08-21 | Dilorio Richard | Director / Officer | M-Exempt | A | Common Stock | 200,000 | 3.18 | 636.0K | 534,198 | — | ↗ |
| 2023-08-18 | Malhotra R. Rimmy | Director | S-Sale | D | Common Stock | 19,856 | 10.66 | 211.6K | 125,000 | — | ↗ |
| 2023-08-17 | Malhotra R. Rimmy | Director | S-Sale | D | Common Stock | 15,560 | 10.61 | 165.1K | 144,856 | — | ↗ |
| 2023-08-16 | Malhotra R. Rimmy | Director | S-Sale | D | Common Stock | 10,000 | 10.73 | 107.3K | 160,416 | — | ↗ |
| 2023-08-15 | Malhotra R. Rimmy | Director | S-Sale | D | Common Stock | 15,000 | 10.68 | 160.3K | 170,416 | — | ↗ |
| 2023-08-14 | Malhotra R. Rimmy | Director | S-Sale | D | Common Stock | 5,000 | 10.82 | 54.1K | 185,416 | — | ↗ |
| 2023-06-30 | Lachance Carrie | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 25,000 | 3.36 | 84.0K | 0 | — | ↗ |
| 2023-06-16 | Lehman Gregg Owen | Director | M-Exempt | A | Common Stock | 25,000 | 8.58 | 214.5K | 25,346 | — | ↗ |
| 2023-06-08 | Malhotra R. Rimmy | Director | S-Sale | D | Common Stock | 20,000 | 8.70 | 174.0K | 190,416 | — | ↗ |
| 2023-06-07 | Malhotra R. Rimmy | Director | S-Sale | D | Common Stock | 7,158 | 8.92 | 63.9K | 210,416 | — | ↗ |
| 2023-06-06 | Malhotra R. Rimmy | Director | S-Sale | D | Common Stock | 5,000 | 9.04 | 45.2K | 217,574 | — | ↗ |
| 2023-05-20 | Chupa Addam | Officer | M-Exempt | D | Restricted Stock Units | 2,500 | 0.00 | — | 0 | — | ↗ |
| 2023-05-18 | Steele Barry G | Officer | A-Award | A | Stock Options (right to buy) | 58,618 | 9.18 | 538.1K | 58,618 | — | ↗ |
| 2023-05-18 | Shuda Scott | Director | A-Award | A | Stock Options (right to buy) | 24,424 | 9.18 | 224.2K | 24,424 | — | ↗ |
| 2023-05-18 | Malhotra R. Rimmy | Director | A-Award | A | Stock Options (right to buy) | 24,424 | 9.18 | 224.2K | 24,424 | — | ↗ |
| 2023-05-18 | Lehman Gregg Owen | Director | A-Award | A | Stock Options (right to buy) | 24,424 | 9.18 | 224.2K | 24,424 | — | ↗ |
| 2023-05-18 | Lachance Carrie | Director / Officer | A-Award | A | Stock Options (right to buy) | 60,084 | 9.18 | 551.6K | 60,084 | — | ↗ |
| 2023-05-18 | GENDRON PAUL ANDREW | Director | A-Award | A | Stock Options (right to buy) | 24,424 | 9.18 | 224.2K | 24,424 | — | ↗ |
| 2023-05-18 | Dilorio Richard | Director / Officer | A-Award | A | Restricted Stock Units | 19,608 | 0.00 | — | 19,608 | — | ↗ |
| 2023-05-18 | Chupa Addam | Officer | A-Award | A | Restricted Stock Units | 5,447 | 0.00 | — | 5,447 | — | ↗ |
| 2023-05-18 | BOYD RALPH F JR | Director | A-Award | A | Stock Options (right to buy) | 24,424 | 9.18 | 224.2K | 24,424 | — | ↗ |
| 2023-05-17 | Chupa Addam | Officer | M-Exempt | D | Restricted Stock Units | 9,744 | 0.00 | — | 0 | — | ↗ |
| 2023-03-18 | Steele Barry G | Officer | F-InKind | D | Common Stock | 13,352 | 6.90 | 92.1K | 53,200 | — | ↗ |
| 2023-03-17 | Steele Barry G | Officer | P-Purchase | A | Common Stock | 3,000 | 6.96 | 20.9K | 56,200 | — | ↗ |
| 2023-03-17 | Lachance Carrie | Director / Officer | P-Purchase | A | Common Stock | 3,000 | 6.82 | 20.4K | 127,939 | — | ↗ |
| 2023-02-23 | BOYD RALPH F JR | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 2,000 | — | ↗ |
| 2022-12-02 | Lehman Gregg Owen | Director | M-Exempt | A | Common Stock | 25,000 | 4.70 | 117.5K | 25,346 | — | ↗ |
| 2022-11-21 | Sansone Christopher R. | Director | S-Sale | D | Common Stock | 40,000 | 8.06 | 322.4K | 147,280 | — | ↗ |
| 2022-11-17 | Sansone Christopher R. | Director | S-Sale | D | Common Stock | 40,838 | 8.19 | 334.5K | 187,280 | — | ↗ |
| 2022-11-14 | Dilorio Richard | Officer | F-InKind | D | Common Stock | 95,024 | 8.71 | 827.7K | 327,827 | — | ↗ |
| 2022-11-09 | Lehman Gregg Owen | Director | S-Sale | D | Common Stock | 19,743 | 8.96 | 176.8K | 346 | — | ↗ |
| 2022-10-25 | Chupa Addam | Officer | — | D | Common Stock | 0 | 0.00 | — | 10,062 | — | ↗ |
| 2022-09-12 | Lehman Gregg Owen | Director | S-Sale | D | Common Stock | 1,900 | 7.88 | 15.0K | 346 | — | ↗ |
| 2022-09-09 | Lehman Gregg Owen | Director | M-Exempt | D | Stock Option (right to buy) | 4,468 | 3.18 | 14.2K | 21,643 | — | ↗ |
| 2022-09-08 | Lehman Gregg Owen | Director | M-Exempt | A | Common Stock | 8,889 | 3.18 | 28.3K | 9,235 | — | ↗ |
| 2022-09-06 | Whitman Kevin | Officer | M-Exempt | A | Common Stock | 5,000 | 1.98 | 9.9K | 6,983 | — | ↗ |
| 2022-09-02 | Lachance Carrie | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 7,500 | 1.98 | 14.9K | 0 | — | ↗ |
| 2022-09-01 | RUIZ THOMAS MARK | Officer | M-Exempt | D | Stock Option (right to buy) | 10,000 | 0.00 | — | 0 | — | ↗ |
| 2022-08-24 | Dilorio Richard | Officer | F-InKind | D | Common Stock | 4,435 | 7.85 | 34.8K | 256,519 | — | ↗ |
| 2022-06-17 | Lehman Gregg Owen | Director | S-Sale | D | Common Stock | 30,000 | 8.83 | 264.9K | 346 | — | ↗ |
| 2022-06-07 | RUIZ THOMAS MARK | Officer | S-Sale | D | Common Stock | 15,000 | 9.88 | 148.2K | 32,893 | — | ↗ |
| 2022-05-20 | Steele Barry G | Officer | F-InKind | D | Common Stock | 3,270 | 8.49 | 27.8K | 34,030 | — | ↗ |
| 2022-05-20 | Sheehan Jeannine | Officer | F-InKind | D | Common Stock | 4,435 | 8.49 | 37.7K | 31,611 | — | ↗ |
| 2022-05-20 | RUIZ THOMAS MARK | Officer | F-InKind | D | Common Stock | 2,064 | 8.49 | 17.5K | 32,893 | — | ↗ |
| 2022-05-20 | Lachance Carrie | Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 116,161 | — | ↗ |
| 2022-05-20 | Dilorio Richard | Officer | F-InKind | D | Common Stock | 6,653 | 8.49 | 56.5K | 257,031 | — | ↗ |
| 2022-05-18 | Steele Barry G | Officer | F-InKind | D | Common Stock | 4,297 | 8.45 | 36.3K | 29,800 | — | ↗ |
| 2022-05-18 | Sheehan Jeannine | Officer | F-InKind | D | Common Stock | 1,252 | 8.45 | 10.6K | 20,721 | — | ↗ |
| 2022-05-18 | RUIZ THOMAS MARK | Officer | A-Award | A | Common Stock | 9,744 | 0.00 | — | 28,888 | — | ↗ |
| 2022-05-18 | Lehman Gregg Owen | Director | M-Exempt | D | Stock Option (right to buy) | 10,000 | 1.98 | 19.8K | 30,000 | — | ↗ |
| 2022-05-18 | Lachance Carrie | Officer | F-InKind | D | Common Stock | 3,805 | 8.45 | 32.2K | 106,161 | — | ↗ |
| 2022-05-18 | Dilorio Richard | Officer | M-Exempt | A | Common Stock | 2,821 | 0.00 | — | 244,514 | — | ↗ |
| 2022-05-17 | Steele Barry G | Officer | A-Award | A | Restricted Stock Units | 13,636 | 0.00 | — | 13,636 | — | ↗ |
| 2022-05-17 | Shuda Scott | Director | A-Award | A | Stock Option (right to buy) | 35,000 | 0.00 | — | 35,000 | — | ↗ |
| 2022-05-17 | Sheehan Jeannine | Officer | A-Award | A | Restricted Stock Units | 12,955 | 0.00 | — | 12,955 | — | ↗ |
| 2022-05-17 | Sansone Christopher R. | Director | A-Award | A | Stock Option (right to buy) | 25,000 | 0.00 | — | 25,000 | — | ↗ |
| 2022-05-17 | RUIZ THOMAS MARK | Officer | A-Award | A | Stock Option (right to buy) | 18,328 | 0.00 | — | 18,328 | — | ↗ |
| 2022-05-17 | Lehman Gregg Owen | Director | A-Award | A | Stock Option (right to buy) | 25,000 | 8.58 | 214.5K | 25,000 | — | ↗ |
| 2022-05-17 | Lachance Carrie | Director / Officer | A-Award | A | Restricted Stock Units | 17,727 | 0.00 | — | 17,727 | — | ↗ |
| 2022-05-17 | GENDRON PAUL ANDREW | Director | A-Award | A | Stock Option (right to buy) | 25,000 | 8.58 | 214.5K | 25,000 | — | ↗ |
| 2022-05-17 | Dilorio Richard | Officer | A-Award | A | Restricted Stock Units | 40,909 | 0.00 | — | 40,909 | — | ↗ |
| 2022-05-17 | BOYD RALPH F JR | Director | — | D | Common Stock | 2,000 | 0.00 | — | 0 | — | ↗ |
| 2022-03-17 | Lehman Gregg Owen | Director | M-Exempt | D | Stock Option (right to buy) | 20,000 | 1.98 | 39.6K | 40,000 | — | ↗ |
| 2022-02-18 | Whitman Kevin | Officer | A-Award | A | Restricted Stock Units | 2,250 | 0.00 | — | 2,250 | — | ↗ |
| 2022-02-17 | Sansone Christopher R. | Director | M-Exempt | A | Common Stock | 25,000 | 1.98 | 49.5K | 25,000 | — | ↗ |
| 2022-02-11 | GENDRON PAUL ANDREW | Director | P-Purchase | A | Common Stock | 10,000 | 10.67 | 106.7K | 60,000 | — | ↗ |
| 2022-01-24 | Whitman Kevin | Officer | A-Award | A | Restricted Stock Units | 2,648 | 0.00 | — | 2,648 | — | ↗ |
| 2022-01-24 | Dilorio Richard | Director / Officer | S-Sale | D | Common Stock | 33,519 | 15.41 | 516.5K | 239,835 | — | ↗ |
| 2022-01-21 | Dilorio Richard | Director / Officer | M-Exempt | A | Common Stock | 9,064 | 1.98 | 17.9K | 248,899 | — | ↗ |
| 2022-01-20 | Dilorio Richard | Director / Officer | M-Exempt | A | Common Stock | 15,936 | 1.98 | 31.6K | 255,771 | — | ↗ |
| 2021-12-31 | Sheehan Jeannine | Officer | M-Exempt | D | Stock Option (right to buy) | 6,943 | 4.48 | 31.1K | 34,596 | — | ↗ |
| 2021-12-30 | Sheehan Jeannine | Officer | M-Exempt | D | Stock Option (right to buy) | 1,000 | 4.48 | 4.5K | 41,539 | — | ↗ |
| 2021-12-29 | RUIZ THOMAS MARK | Officer | S-Sale | D | Common Stock | 76 | 17.00 | 1.3K | 16,980 | — | ↗ |
| 2021-12-03 | Lehman Gregg Owen | Director | S-Sale | D | Common Stock | 5,808 | 16.03 | 93.1K | 346 | — | ↗ |
| 2021-12-02 | Lehman Gregg Owen | Director | M-Exempt | D | Stock Option (right to buy) | 255 | 2.39 | 609.45 | 5,808 | — | ↗ |
| 2021-12-01 | Lehman Gregg Owen | Director | M-Exempt | D | Stock Option (right to buy) | 2,645 | 2.39 | 6.3K | 6,063 | — | ↗ |
| 2021-11-30 | Lehman Gregg Owen | Director | M-Exempt | A | Common Stock | 1,292 | 2.39 | 3.1K | 1,638 | — | ↗ |
| 2021-11-24 | Sheehan Jeannine | Officer | M-Exempt | A | Common Stock | 7,461 | 4.48 | 33.4K | 17,607 | — | ↗ |
| 2021-11-22 | Sansone Christopher R. | Director | S-Sale | D | Common Stock | 80,000 | 17.73 | 1.42M | 228,118 | — | ↗ |
| 2021-11-11 | GENDRON PAUL ANDREW | Director | M-Exempt | A | Common Stock | 25,000 | 4.70 | 117.5K | 50,000 | — | ↗ |
| 2021-11-01 | RUIZ THOMAS MARK | Officer | M-Exempt | D | Restricted Stock Units | 10,000 | 0.00 | — | 0 | — | ↗ |
| 2021-11-01 | Lachance Carrie | Director / Officer | M-Exempt | D | Restricted Stock Units | 10,000 | 0.00 | — | 0 | — | ↗ |
| 2021-10-08 | Shuda Scott | Director | M-Exempt | D | Stock Option (right to buy) | 25,000 | 1.98 | 49.5K | 130,000 | — | ↗ |
| 2021-06-28 | Shuda Scott | Director | M-Exempt | D | Stock Option (Right to Buy) | 25,000 | 2.39 | 59.8K | 155,000 | — | ↗ |
| 2021-05-18 | Steele Barry G | Officer | A-Award | A | Restricted Stock Units | 2,821 | 0.00 | — | 2,821 | — | ↗ |
| 2021-05-18 | Shuda Scott | Director / 10% Owner | A-Award | A | Stock Option (right to buy) | 35,000 | 19.50 | 682.5K | 35,000 | — | ↗ |
| 2021-05-18 | Sheehan Jeannine | Officer | P-Purchase | A | Common Stock | 0 | 0.00 | — | 345 | — | ↗ |
| 2021-05-18 | Sansone Christopher R. | Director | A-Award | A | Stock Option (right to buy) | 25,000 | 19.50 | 487.5K | 25,000 | — | ↗ |
| 2021-05-18 | RUIZ THOMAS MARK | Officer | P-Purchase | A | Common Stock | 0 | 0.00 | — | 6,524 | — | ↗ |
| 2021-05-18 | Montgomery Darrell B | Director | A-Award | A | Stock Option (right to buy) | 25,000 | 19.50 | 487.5K | 25,000 | — | ↗ |
| 2021-05-18 | Lehman Gregg Owen | Director | A-Award | A | Stock Option (right to buy) | 25,000 | 19.50 | 487.5K | 25,000 | — | ↗ |
| 2021-05-18 | Lachance Carrie | Director / Officer | A-Award | A | Stock Option (right to buy) | 11,843 | 19.50 | 230.9K | 11,843 | — | ↗ |
| 2021-05-18 | GENDRON PAUL ANDREW | Director | A-Award | A | Stock Option (right to buy) | 25,000 | 19.50 | 487.5K | 25,000 | — | ↗ |
| 2021-05-18 | Dilorio Richard | Director / Officer | A-Award | A | Stock Option (right to buy) | 20,678 | 19.50 | 403.2K | 20,678 | — | ↗ |
| 2021-05-14 | Montgomery Darrell B | Director | M-Exempt | A | Common Stock | 25,000 | 3.18 | 79.5K | 75,000 | — | ↗ |
| 2021-04-14 | Dilorio Richard | Director / Officer | M-Exempt | A | Common Stock | 60,000 | 0.00 | — | 266,367 | — | ↗ |
| 2021-03-25 | GENDRON PAUL ANDREW | Director | P-Purchase | A | Common Stock | 3,000 | 20.34 | 61.0K | 25,000 | — | ↗ |
| 2021-03-24 | Lehman Gregg Owen | Director | M-Exempt | A | Stock Option (right to buy) | 19,113 | 2.39 | 45.7K | 10,000 | — | ↗ |
| 2021-03-23 | Lehman Gregg Owen | Director | S-Sale | D | Common Stock | 9,708 | 21.20 | 205.8K | 346 | — | ↗ |
| 2021-03-22 | Lehman Gregg Owen | Director | M-Exempt | A | Common Stock | 21,179 | 2.39 | 50.6K | 21,525 | — | ↗ |
| 2021-03-18 | Steele Barry G | Officer | — | D | Stock Options (right to buy) | 50,000 | 6.82 | 341.0K | 0 | — | ↗ |
| 2021-03-01 | Lachance Carrie | Officer | A-Award | A | Restricted Stock Units | 50,000 | 0.00 | — | 50,000 | — | ↗ |
| 2021-02-09 | Whitman Kevin | Officer | A-Award | A | Stock Option (right to buy) | 1,500 | 18.44 | 27.7K | 1,500 | — | ↗ |
| 2021-02-09 | Steele Barry G | Officer | A-Award | A | Common Stock | 2,678 | 0.00 | — | 19,659 | — | ↗ |
| 2021-02-09 | Sheehan Jeannine | Officer | A-Award | A | Common Stock | 2,678 | 0.00 | — | 8,811 | — | ↗ |
| 2021-02-09 | RUIZ THOMAS MARK | Officer | A-Award | A | Common Stock | 2,678 | 0.00 | — | 5,922 | — | ↗ |
| 2021-02-09 | Lachance Carrie | Officer | A-Award | A | Common Stock | 4,017 | 0.00 | — | 84,956 | — | ↗ |
| 2021-02-09 | Dilorio Richard | Officer | A-Award | A | Common Stock | 8,034 | 0.00 | — | 204,554 | — | ↗ |
| 2021-01-05 | Dilorio Richard | Director / Officer | M-Exempt | D | Restricted Stock Units | 60,000 | 0.00 | — | 120,000 | — | ↗ |
| 2020-12-31 | Whitman Kevin | Officer | M-Exempt | D | Restricted Stock Units | 3,000 | 0.00 | — | 0 | — | ↗ |
| 2020-12-09 | BlueLine Capital Partners II, L.P. | Director | S-Sale | D | Common Stock | 1,705 | 17.00 | 29.0K | 493,656 | — | ↗ |
| 2020-12-08 | BlueLine Capital Partners II, L.P. | Director | S-Sale | D | Common Stock | 4,489 | 17.04 | 76.5K | 495,361 | — | ↗ |
| 2020-12-07 | BlueLine Capital Partners II, L.P. | Director | S-Sale | D | Common Stock | 2,900 | 17.21 | 49.9K | 499,850 | — | ↗ |
| 2020-09-30 | RUIZ THOMAS MARK | Officer | S-Sale | D | Common Stock | 64,745 | 11.95 | 773.7K | 963 | — | ↗ |
| 2020-09-30 | Meridian OHC Partners, LP | Director / 10% Owner | J-Other | D | Common Stock | 2,009,580 | 0.00 | — | 776,207 | — | ↗ |
| 2020-09-29 | Meridian OHC Partners, LP | Director / 10% Owner | S-Sale | D | Common Stock | 45,604 | 13.89 | 633.4K | 2,740,183 | — | ↗ |
| 2020-09-28 | Meridian OHC Partners, LP | Director / 10% Owner | S-Sale | D | Common Stock | 37,300 | 13.93 | 519.6K | 2,785,787 | — | ↗ |
| 2020-09-22 | Lachance Carrie | Officer | P-Purchase | A | Common Stock | 2,000 | 13.20 | 26.4K | 79,793 | — | ↗ |
| 2020-09-21 | Steele Barry G | Officer | P-Purchase | A | Common Stock | 2,000 | 13.07 | 26.1K | 16,981 | — | ↗ |
| 2020-08-26 | Dilorio Richard | Director / Officer | S-Sale | D | Common Stock | 320 | 13.10 | 4.2K | 261,417 | — | ↗ |
| 2020-08-25 | Steele Barry G | Officer | P-Purchase | A | Common Stock | 105 | 13.12 | 1.4K | 14,981 | — | ↗ |
| 2020-08-24 | Steele Barry G | Officer | P-Purchase | A | Common Stock | 3,000 | 12.99 | 39.0K | 14,876 | — | ↗ |
| 2020-08-24 | Dilorio Richard | Director / Officer | A-Award | A | Common Stock | 20,000 | 0.00 | — | 261,737 | — | ↗ |
| 2020-08-07 | RUIZ THOMAS MARK | Officer | M-Exempt | A | Common Stock | 25,000 | 2.15 | 53.8K | 76,000 | — | ↗ |
| 2020-07-31 | Lehman Gregg Owen | Director | S-Sale | D | Common Stock | 5,600 | 11.98 | 67.1K | 346 | — | ↗ |
| 2020-06-30 | Meridian OHC Partners, LP | Director / 10% Owner | S-Sale | D | Common Stock | 400,000 | 11.00 | 4.40M | 2,823,087 | — | ↗ |
| 2020-06-29 | Meridian OHC Partners, LP | Director / 10% Owner | S-Sale | D | Common Stock | 20,350 | 11.87 | 241.6K | 3,223,087 | — | ↗ |
| 2020-06-28 | Meridian OHC Partners, LP | Director / 10% Owner | S-Sale | D | Common Stock | 794 | 12.09 | 9.6K | 3,243,437 | — | ↗ |
| 2020-06-25 | Meridian OHC Partners, LP | Director / 10% Owner | S-Sale | D | Common Stock | 95,529 | 12.33 | 1.18M | 3,244,231 | — | ↗ |
| 2020-06-11 | BlueLine Capital Partners II, L.P. | Director / 10% Owner | J-Other | D | Common Stock | 16,801 | 0.00 | — | 3,339,760 | — | ↗ |
| 2020-06-09 | AWM Investment Company, Inc. | 10% Owner | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-05-28 | Lehman Gregg Owen | Director | S-Sale | D | Common Stock | 43,083 | 10.66 | 459.3K | 5,946 | — | ↗ |
| 2020-05-26 | Steele Barry G | Officer | P-Purchase | A | Common Stock | 1,876 | 10.59 | 19.9K | 11,876 | — | ↗ |
| 2020-05-26 | RUIZ THOMAS MARK | Officer | S-Sale | D | Common Stock | 7,033 | 11.00 | 77.4K | 963 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Carrie Lachance Chief Executive Officer | 478.9K | 500.0K | 1.35M | 566.5K | — | 19.9K | 2.91M | 65.70% | ↗ |
| 2 | 2025 | Barry Steele Executive Vice President and Chief Financial Officer | 432.6K | 309.6K | 540.8K | 149.9K | — | 20.0K | 1.45M | 47.54% | ↗ |
| 3 | 2025 | Richard DiIorio Former Chief Executive Officer | 278.7K | 264.6K | — | — | — | 732.2K | 1.28M | 0.00% | ↗ |
| 4 | 2025 | Jerod Funke Executive Vice President, Chief Human Resources Officer | 373.1K | 223.9K | 373.1K | 103.4K | — | 20.9K | 1.09M | 43.54% | ↗ |
| 5 | 2024 | Richard DiIorio Former Chief Executive Officer | 630.0K | 634.4K | 597.7K | 613.7K | — | 39.4K | 2.52M | 48.16% | ↗ |
| 6 | 2024 | Richard DiIorio Chief Executive Officer | 630.0K | 634.4K | 597.7K | 613.7K | — | 39.4K | 2.52M | 48.16% | ↗ |
| 7 | 2024 | Carrie Lachance Chief Executive Officer | 430.5K | 325.1K | 255.3K | 262.1K | — | 16.9K | 1.29M | 40.11% | ↗ |
| 8 | 2024 | Carrie Lachance President and Chief Operating Officer | 430.5K | 325.1K | 255.3K | 262.1K | — | 16.9K | 1.29M | 40.11% | ↗ |
| 9 | 2024 | Barry Steele Executive Vice President and Chief Financial Officer | 420.0K | 303.8K | 249.0K | 255.7K | — | 21.5K | 1.25M | 40.38% | ↗ |
| 10 | 2024 | Jerod Funke Executive Vice President, Chief Human Resources Officer | 358.8K | 216.8K | 170.2K | 174.7K | — | 15.9K | 936.4K | 36.84% | ↗ |
| 11 | 2023 | Richard DiIorio Chief Executive Officer | 600.0K | 498.0K | 615.2K | 535.1K | — | 38.3K | 2.29M | 50.31% | ↗ |
| 12 | 2023 | Carrie Lachance President and Chief Operating Officer | 410.0K | 405.2K | 189.2K | 243.8K | — | 16.1K | 1.26M | 34.25% | ↗ |
| 13 | 2023 | Barry Steele Executive Vice President and Chief Financial Officer | 400.0K | 308.2K | 184.6K | 237.8K | — | 17.2K | 1.15M | 36.80% | ↗ |
| 14 | 2022 | Richard DiIorio Chief Executive Officer | 600.0K | 174.0K | 526.5K | 214.6K | — | 32.3K | 1.55M | 47.89% | ↗ |
| 15 | 2022 | Thomas Ruiz Former EVP and Chief Commercial Officer | 275.0K | 39.9K | 160.9K | 65.6K | — | 306.3K | 847.7K | 26.71% | ↗ |
| 16 | 2022 | Carrie Lachance President and Chief Operating Officer | 389.5K | 67.9K | 228.2K | 93.0K | — | 16.2K | 794.7K | 40.41% | ↗ |
| 17 | 2022 | Barry Steele Executive Vice President and Chief Financial Officer | 300.0K | 43.5K | 175.5K | 71.5K | — | 16.0K | 606.5K | 40.73% | ↗ |
| 18 | 2021 | Carrie Lachance President and Chief Operating Officer | 315.0K | 26.3K | 1.59M | 411.7K | — | 14.3K | 2.36M | 84.93% | ↗ |
| 19 | 2021 | Richard DiIorio Chief Executive Officer | 550.0K | 64.2K | 937.5K | 137.7K | — | 31.0K | 1.72M | 62.50% | ↗ |
| 20 | 2021 | Barry Steele EVP and Chief Financial Officer | 275.0K | 18.3K | 631.3K | 68.8K | — | 10.0K | 1.00M | 69.77% | ↗ |
| 21 | 2021 | Thomas Ruiz Former EVP and Chief Commercial Officer | 242.9K | 16.2K | 607.2K | 60.8K | — | 32.3K | 959.5K | 69.62% | ↗ |
| 22 | 2020 | Richard DiIorio Chief Executive Officer | 449.6K | 581.2K | 2.03M | 102.8K | — | 31.8K | 3.20M | 66.75% | ↗ |
| 23 | 2020 | Barry Steele EVP and Chief Financial Officer | 220.0K | 192.4K | 258.6K | 136.1K | — | 9.9K | 817.0K | 48.31% | ↗ |
| 24 | 2020 | EVP and Chief Financial Officer | 220.0K | 192.4K | 258.6K | 136.1K | — | 9.9K | 817.0K | 48.31% | ↗ |
| 25 | 2020 | Carrie Lachance President and Chief Operating Officer | 268.3K | 189.2K | 166.8K | 82.2K | — | 10.7K | 717.3K | 34.72% | ↗ |
| 26 | 2020 | Carrie Lachance President and Chief Operating Officer | 268.3K | 189.2K | 166.8K | 82.2K | — | 10.7K | 717.3K | 34.72% | ↗ |
| 27 | 2019 | Richard DiIorio Chief Executive Officer | 338.8K | 261.5K | — | — | — | 5.9K | 606.3K | 0.00% | ↗ |
| 28 | 2019 | Rich DiIorio Executive Officer | 338.8K | 261.5K | — | — | — | 5.9K | 606.3K | 0.00% | ↗ |
| 29 | 2019 | Thomas Ruiz , EVP Sales and Chief Commercial Officer | 220.9K | 183.0K | 70.4K | — | — | 20.3K | 570.2K | 12.35% | ↗ |
| 30 | 2019 | Carrie Lachance President and Chief Operating Officer | 226.0K | 150.0K | 70.4K | 75.6K | — | 16.9K | 538.9K | 27.09% | ↗ |
| 31 | 2019 | Carrie Lachance EVP and Chief Operating Officer | 226.0K | 150.0K | 70.4K | — | — | 16.9K | 538.9K | 13.06% | ↗ |
| 32 | 2018 | Rich DiIorio President and Chief Executive Officer | 312.0K | 151.8K | 171.5K | 399.3K | — | 14.7K | 1.05M | 54.40% | ↗ |
| 33 | 2018 | Rich DiIorio Executive Officer | 312.0K | 151.8K | 171.5K | — | — | 14.7K | 1.05M | 16.35% | ↗ |
| 34 | 2018 | Executive Vice President and Chief Financial Officer | 147.7K | 91.4K | — | 124.3K | — | 6.8K | 370.2K | 33.57% | ↗ |
| 35 | 2018 | Senior Vice President of Sales and Marketing | 220.9K | 95.5K | — | 24.6K | — | 16.6K | 357.5K | 6.87% | ↗ |
| 36 | 2018 | Thomas Ruiz , EVP Sales and Chief Commercial Officer | 220.9K | 95.5K | — | — | — | 16.6K | 357.5K | 0.00% | ↗ |
| 37 | 2017 | Rich DiIorio President and Chief Executive Officer | 235.2K | 78.6K | — | 288.0K | — | 32.8K | 634.6K | 45.38% | ↗ |
| 38 | 2016 | Eric Steen Former President and Chief Executive Officer | 350.0K | — | — | 64.2K | — | 16.7K | 430.9K | 14.90% | ↗ |
| 39 | 2016 | Janet Skonieczny EVP and Chief Operating Officer, Compliance Officer, Privacy Officer | 268.6K | 52.7K | — | 51.4K | — | 34.5K | 407.2K | 12.61% | ↗ |
| 40 | 2016 | Sean Schembri | 246.0K | 37.1K | — | 51.4K | — | 13.5K | 348.0K | 14.76% | ↗ |
| 41 | 2015 | Eric Steen Former President and Chief Executive Officer | 326.4K | 222.0K | 43.3K | — | — | 22.5K | 614.2K | 7.05% | ↗ |
| 42 | 2015 | Janet Skonieczny EVP and Chief Operating Officer, Compliance Officer, Privacy Officer | 261.0K | 116.5K | 17.3K | 21.1K | — | 34.0K | 449.9K | 8.55% | ↗ |
| 43 | 2013 | Eric Steen Chief Executive Officer | 291.2K | 147.7K | — | 508.1K | — | 23.9K | 970.8K | 52.33% | ↗ |
| 44 | 2011 | Sean McDevitt Former Chief Executive Officer | 360.0K | — | — | — | — | 9.11M | 45.11M | 0.00% | ↗ |
| 45 | 2011 | Janet Skonieczny Vice President of Operations, Corporate Secretary, Compliance Officer, Privacy Officer | 207.0K | 200.0K | 28.8K | — | — | 43.3K | 43.62M | 0.07% | ↗ |
| 46 | 2011 | David M. Haar Senior Vice President of Sales and Marketing | 200.0K | 92.5K | 28.8K | — | — | 404.3K | 32.53M | 0.09% | ↗ |
| 47 | 2011 | James Froisland Former Chief Financial Officer | 360.0K | — | 274.00 | — | — | 2.1K | 362.4K | 0.08% | ↗ |
| 48 | 2011 | Thomas F. Creal II Executive Vice President, First Biomedical | 42.00 | — | — | — | — | — | 42.00 | 0.00% | ↗ |
| 49 | 2010 | Sean McDevitt Former Chief Executive Officer | 360.0K | — | 6.10M | — | — | 74.56M | 720.61M | 0.85% | ↗ |
| 50 | 2010 | David M. Haar Senior Vice President of Sales and Marketing | 16.92M | 44.7K | 47.6K | — | — | — | 26.14M | 0.18% | ↗ |
| 51 | 2010 | Thomas F. Creal II Executive Vice President, First Biomedical | 23.63M | 1.59M | 250.00 | — | — | — | 25.25M | 0.00% | ↗ |
| 52 | 2010 | Sean McDevitt Chief Executive Officer | 360.0K | — | 6.10M | — | — | 745.6K | 7.21M | 84.66% | ↗ |
| 53 | 2010 | Janet Skonieczny Vice President of Operations, Corporate Secretary, Compliance Officer, Privacy Officer | 207.0K | 198.0K | 90.5K | — | — | — | 495.0K | 18.28% | ↗ |
| 54 | 2010 | Sean Whelan Former Chief Financial Officer | 207.0K | — | 33.3K | — | 150.0K | 52.3K | 442.6K | 7.51% | ↗ |
| 55 | 2010 | James Froisland Former Chief Financial Officer | 20.0K | — | — | — | — | — | 20.0K | 0.00% | ↗ |
| 56 | 2010 | James M. Froisland | 20.0K | — | — | — | — | — | 20.0K | 0.00% | ↗ |
| 57 | 2009 | Steve Watkins Former Chief Executive Officer | 210.2K | — | — | — | — | 329.1K | 539.3K | 0.00% | ↗ |
| 58 | 2009 | Sean Whelan Chief Financial Officer | 207.0K | — | — | — | 198.0K | 15.3K | 420.3K | 0.00% | ↗ |
| 59 | 2009 | Sean Whelan Former Chief Financial Officer | 207.0K | — | — | — | 198.0K | 15.3K | 420.3K | 0.00% | ↗ |
| 60 | 2009 | Sean McDevitt Chief Executive Officer | 96.9K | — | — | — | — | 90.0K | 186.9K | 0.00% | ↗ |
| 61 | 2008 | Steve Watkins Former Chief Executive Officer | 300.0K | — | 580.0K | 396.0K | 75.0K | 13.4K | 1.36M | 71.53% | ↗ |
| 62 | 2008 | Steve Watkins Chief Executive Officer | 300.0K | — | 390.1K | 135.0K | 75.0K | 13.4K | 913.5K | 57.48% | ↗ |
| 63 | 2008 | Sean Whelan Former Chief Financial Officer | 200.0K | — | 217.5K | — | 45.0K | 16.7K | 479.2K | 45.39% | ↗ |
| 64 | 2008 | Sean Whelan Chief Financial Officer | 200.0K | — | 217.5K | — | 45.0K | 16.7K | 479.2K | 45.39% | ↗ |
| 65 | 2008 | Sean McDevitt Chief Executive Officer | — | — | 108.0K | — | — | 90.0K | 198.0K | 54.55% | ↗ |
| 66 | 2007 | John Voris Former Chief Executive Officer | 50.0K | — | 666.8K | — | — | 50.0K | 766.8K | 86.96% | ↗ |
| 67 | 2007 | Erin Enright Former Chief Financial Officer | 50.0K | — | 250.1K | — | — | — | 300.1K | 83.34% | ↗ |
| 68 | 2007 | Sean Whelan Chief Financial Officer | 28.0K | 53.0K | — | — | — | 2.1K | 83.1K | 0.00% | ↗ |
| 69 | 2007 | Sean Whelan Chief Financial Officer | 28.0K | 53.0K | — | — | — | 2.1K | 83.1K | 0.00% | ↗ |
| 70 | 2007 | Steve Watkins Former Chief Executive Officer | 54.0K | — | — | — | — | 2.4K | 56.4K | 0.00% | ↗ |
| 71 | 2007 | Steve Watkins Chief Executive Officer | 54.0K | — | — | — | — | 2.4K | 56.4K | 0.00% | ↗ |
| 72 | 2007 | Steve Watkins Chief Executive Officer | 54.0K | — | — | — | — | 2.4K | 56.4K | 0.00% | ↗ |
| 73 | 2007 | Sean McDevitt Chief Executive Officer | — | — | — | — | — | — | — | — | ↗ |
| 74 | 2006 | Steven E. Watkins | 260.8K | — | 34.2K | 5.4K | — | 18.8K | 319.2K | 12.41% | ↗ |
| 75 | 2006 | Tony Norkus | 262.2K | — | 7.9K | 6.9K | — | 14.1K | 291.1K | 5.07% | ↗ |
| 76 | 2006 | Thomas A. Bryniarski | 246.9K | — | 27.7K | — | — | 13.6K | 288.2K | 9.61% | ↗ |
| 77 | 2006 | Janet L. Skonieczny | 127.9K | — | 22.7K | 4.2K | — | 10.3K | 165.1K | 16.32% | ↗ |
| 78 | 2006 | Stephen C. Revere | 113.6K | — | 17.7K | 308.00 | — | 2.0K | 133.6K | 13.48% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Carrie Lachance | President, Chief Executive Officer & Director | 998.8K | female |
| Barry G. Steele | Executive Vice President & Chief Financial Officer | 762.2K | male |
| Jerod Funke | Executive Vice President & Chief HR Officer | 617.9K | male |
| Addam Chupa | Executive Vice President & Chief Information Officer | — | male |
| Jeanie Latz | Corporate Secretary | — | female |
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No House trading activity found for this company.
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Community Opinion for INFU
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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