Inogen, Inc. (INGN)
Goleta, CA, US
Inogen, Inc. operates as a medical technology enterprise dedicated to designing, fabricating, and distributing oxygen concentration equipment. These cutting-edge devices are engineered to provide continuous oxygen support for patients managing persistent respiratory conditions. The company's diverse product range features the popular portable Inogen One, which efficiently draws oxygen from the surrounding atmosphere to offer an independent supply, alongside stationary Inogen At Home concentrators, Tidal Assist Ventilators, and various associated accessories. Inogen serves a broad clientele, including individual patients, medical professionals, and insurance providers, both domestically in the United States and globally. Furthermore, the company facilitates direct equipment rentals to patients. Founded in 2001, Inogen, Inc. is headquartered in Goleta, California.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.91% | -6.31% | +5.53% | +15.37% | -5.78% | -0.60% | +6.03% | -38.43% | -89.43% | -84.88% | -55.91% |
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
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 2 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 1 |
26.00
+308.2%
|
-
Revenue growth Medical - Devices: +11.2%+3.9% Q1'26: +3.4% (vs Q1'25)
-
EPS growth Medical - Devices: +28.5%+44.1% ★ Q1'26: -20.0% (vs Q1'25)
-
FCF margin FCF growth · Medical - Devices: +30.9%-11.3% Q1'26: -8.8% (vs Q1'25)
-
EBIT margin Medical - Devices: +6.2%-6.7% Q1'26: -9.9% (vs Q1'25)
-
ROIC Medical - Devices: +3.3%-25.9% Q1'26: -37.3% (vs Q1'25)
-
Share dilution Medical - Devices: 0.0%+14.9% Q1'26: +8.6% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Devices: -0.35×-6.43× Q1'26: -1.20× (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 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 1 EPS Ana. |
Dec 2027 2 Rev. Ana. 1 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
Dec 2029 1 Rev. Ana. 1 EPS Ana. |
Dec 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
159.01M
est: 153.35M (+3.7%)
|
202.83M
est: 198.47M (+2.2%)
|
249.44M
est: 247.39M (+0.8%)
|
358.11M
est: 353.71M (+1.2%)
|
361.94M
est: 369.37M (-2.0%)
|
308.49M
est: 304.15M (+1.4%)
|
358.00M
est: 357.26M (+0.2%)
|
377.24M
est: 378.59M (-0.4%)
|
315.66M
est: 326.65M (-3.4%)
|
335.71M
est: 329.65M (+1.8%)
|
348.67M
est: 351.95M (-0.9%)
|
369.27M
367.06M – 371.34M
+4.9% YoY
|
397.80M
395.42M – 400.03M
+7.7% YoY
|
418.55M
413.48M – 423.63M
+5.2% YoY
|
454.70M
451.98M – 457.25M
+8.6% YoY
|
476.00M
473.15M – 478.67M
+4.7% YoY
|
| EBITDA |
28.76M
est: -5.12M (+662.2%)
|
36.42M
est: 27.56M (+32.1%)
|
39.89M
est: 31.81M (+25.4%)
|
49.19M
est: 36.70M (+34.0%)
|
33.62M
est: 37.41M (-10.1%)
|
6.56M
est: 33.73M (-80.6%)
|
30.87M
est: 100.67M (-69.3%)
|
-9.57M
est: 39.64M (-124.1%)
|
-58.34M
est: -12.79M (-356.0%)
|
-21.51M
est: -12.91M (-66.6%)
|
-2.72M
est: -13.79M (+80.3%)
|
-14.46M
-14.54M – -14.38M
-4.9% YoY
|
-15.58M
-15.67M – -15.49M
-7.7% YoY
|
-16.39M
-16.59M – -16.20M
-5.2% YoY
|
-17.81M
-17.91M – -17.70M
-8.6% YoY
|
-18.64M
-18.75M – -18.53M
-4.7% YoY
|
| EBIT |
15.05M
est: -14.41M (+204.4%)
|
22.86M
est: 16.92M (+35.2%)
|
27.59M
est: 20.95M (+31.7%)
|
37.89M
est: 26.28M (+44.2%)
|
19.79M
est: 11.80M (+67.7%)
|
-12.03M
est: -20.09M (+40.1%)
|
9.24M
est: 53.00M (-82.6%)
|
-33.08M
est: 4.17M (-894.0%)
|
-76.49M
est: -32.53M (-135.2%)
|
-42.52M
est: -32.83M (-29.5%)
|
-23.38M
est: -35.05M (+33.3%)
|
-36.77M
-36.98M – -36.55M
-4.9% YoY
|
-39.61M
-39.84M – -39.38M
-7.7% YoY
|
-41.68M
-42.19M – -41.17M
-5.2% YoY
|
-45.28M
-45.53M – -45.01M
-8.6% YoY
|
-47.40M
-47.67M – -47.12M
-4.7% YoY
|
| Net Income |
11.59M
est: 11.02M (+5.1%)
|
20.52M
est: 14.03M (+46.2%)
|
21.00M
est: 16.53M (+27.1%)
|
51.85M
est: 36.90M (+40.5%)
|
20.95M
est: 18.61M (+12.6%)
|
-5.83M
est: -2.81M (-107.4%)
|
-6.33M
est: 43.55M (-114.5%)
|
-83.77M
est: -96.29M (+13.0%)
|
-102.45M
est: -107.38M (+4.6%)
|
-35.89M
est: -46.63M (+23.0%)
|
-22.75M
est: -25.81M (+11.9%)
|
-20.74M
-20.90M – -20.58M
+19.6% YoY
|
-12.05M
-12.14M – -11.95M
+41.9% YoY
|
-8.83M
-8.90M – -8.76M
+26.7% YoY
|
1.36M
1.35M – 1.37M
+115.4% YoY
|
4.62M
4.58M – 4.65M
+240.0% YoY
|
| SGA |
57.03M
est: 73.59M (-22.5%)
|
69.33M
est: 53.96M (+28.5%)
|
88.33M
est: 66.68M (+32.5%)
|
133.66M
est: 98.00M (+36.4%)
|
142.67M
est: 189.63M (-24.8%)
|
136.13M
est: 247.27M (-44.9%)
|
150.67M
est: 333.76M (-54.9%)
|
164.67M
est: 269.68M (-38.9%)
|
182.35M
est: 158.87M (+14.8%)
|
175.65M
est: 160.32M (+9.6%)
|
165.07M
est: 171.17M (-3.6%)
|
179.59M
178.52M – 180.60M
+4.9% YoY
|
193.47M
192.31M – 194.55M
+7.7% YoY
|
203.56M
201.09M – 206.03M
+5.2% YoY
|
221.14M
219.82M – 222.38M
+8.6% YoY
|
231.50M
230.11M – 232.80M
+4.7% YoY
|
| EPS |
0.60
est: 0.47 (+28.7%)
|
1.02
est: 0.63 (+62.5%)
|
1.02
est: 1.23 (-17.2%)
|
2.30
est: 2.11 (+9.2%)
|
0.96
est: 1.08 (-11.2%)
|
-0.27
est: -0.32 (+16.1%)
|
-0.28
est: -0.01 (-1,900.0%)
|
-3.67
est: -1.76 (-108.0%)
|
-4.42
est: -3.95 (-11.8%)
|
-1.52
est: -1.72 (+11.4%)
|
-0.85
est: -0.95 (+10.5%)
|
-0.76
-0.77 – -0.76
+19.6% YoY
|
-0.44
-0.45 – -0.44
+41.9% YoY
|
-0.33
-0.33 – -0.32
+26.7% YoY
|
0.05
0.05 – 0.05
+115.4% YoY
|
0.17
0.17 – 0.17
+240.0% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-06 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-05 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-04 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-01 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-30 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-29 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-28 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-27 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-24 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-23 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-22 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-21 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-20 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-17 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-16 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 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 | 10. | 3.55M | 18.40% | 3.55M | — | 3.55M | — | CO | Denmark | 2015-04-30 | ↗ |
| 2 | Novo Holdings A/S (formerly known as Novo A/S) | 3.55M | 17.00% | 3.55M | — | 3.55M | — | CO | Denmark | 2018-02-02 | ↗ |
| 3 | (1) BlackRock, Inc. | 3.37M | 14.80% | 3.33M | — | 3.37M | — | HC | Delaware | 2022-01-28 | ↗ |
| 4 | Brown Capital Management, LLC | 2.68M | 11.73% | 1.36M | — | 2.68M | — | IA | State of Maryland | 2022-10-11 | ↗ |
| 5 | The Vanguard Group - 23-1945930 | 2.52M | 11.10% | — | 37.2K | 2.47M | 54.0K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 6 | 13G | 1.73M | 11.00% | 35.4K | 1.70M | 35.4K | 1.70M | IN | Canada | 2015-02-17 | ↗ |
| 7 | Divisadero Street Capital Management, LP | 1.39M | 5.90% | — | 1.39M | — | 1.39M | IA, PN | Delaware | 2024-04-23 | ↗ |
| 8 | Divisadero Street Partners GP, LLC | 1.39M | 5.90% | — | 1.39M | — | 1.39M | HC, OO | Delaware | 2024-04-23 | ↗ |
| 9 | Divisadero Street Partners, L.P. | 1.39M | 5.90% | — | 1.39M | — | 1.39M | PN | Delaware | 2024-04-23 | ↗ |
| 10 | William Zolezzi | 1.39M | 5.90% | — | 1.39M | — | 1.39M | HC, IN | Delaware | 2024-04-23 | ↗ |
| 11 | Steven A. Cohen | 1.29M | 4.00% | — | 1.29M | — | 1.29M | IN | Citizenship or place of organization United States | 2019-02-14 | ↗ |
| 12 | Point72 Asset Management, L.P. | 1.26M | 4.00% | — | 1.26M | — | 1.26M | PN | Citizenship or place of organization Delaware | 2019-02-14 | ↗ |
| 13 | Point72 Capital Advisors, Inc. | 1.26M | 4.00% | — | 1.26M | — | 1.26M | CO | Citizenship or place of organization Delaware | 2019-02-14 | ↗ |
| 14 | Novo Holdings A/S | 1.08M | 4.70% | 1.08M | — | 1.08M | — | CO | Denmark | 2021-09-20 | ↗ |
| 15 | Wells Fargo & Company | 1.01M | 5.16% | 5.3K | 619.0K | 5.3K | — | HC | Delaware | 2016-01-29 | ↗ |
| 16 | TimesSquare Capital Management, LLC 20-1665304 | 975.0K | 5.00% | 955.2K | — | 975.0K | — | IA | Reporting Person | 2016-02-10 | ↗ |
| 17 | Cubist Systematic Strategies, LLC | 25.4K | 4.00% | — | 25.4K | — | 25.4K | OO | Citizenship or place of organization Delaware | 2019-02-14 | ↗ |
| 18 | Camber Capital Management LP | 2.0K | 6.92% | — | 1.60M | — | 1.60M | OO | Delaware xAxAxA | 2023-07-24 | ↗ |
| 19 | Point72 Hong Kong Limited | — | 4.00% | — | — | — | — | OO | Citizenship or place of organization Hong Kong | 2019-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 1.72M +26.9K (+1.6%) | 11.54M -2.3M (-16.4%) | 6.50% +0.234 pp | 0.00% +0.000 pp | USD9.61 -30.1% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 1.42M -9.0K (-0.6%) | 9.55M -2.1M (-18.3%) | 5.38% +0.077 pp | 0.00% +0.000 pp | USD50.43 -86.7% | 48 qtrs — |
| 3 | ARMISTICE CAPITAL, LLC | 1.26M +400.0K (+46.3%) | 8.49M +1.4M (+20.3%) | 4.79% +1.582 pp | 0.10% -0.004 pp | USD7.11 -5.5% | 3 qtrs — |
| 4 | ACADIAN ASSET MANAGEMENT LLC | 1.08M +16.4K (+1.5%) | 7.27M -1.4M (-16.5%) | 4.10% +0.145 pp | 0.01% -0.003 pp | USD8.03 -16.3% | 13 qtrs — |
| 5 | AMERIPRISE FINANCIAL INC | 860.5K +7.8K (+0.9%) | 5.78M -1.2M (-17.0%) | 3.26% +0.096 pp | 0.00% 0.000 pp | USD11.04 -39.1% | 42 qtrs — |
| 6 | DAFNA CAPITAL MANAGEMENT LLC | 827.1K +221.4K (+36.6%) | 5.56M +610.0K (+12.3%) | 3.13% +0.886 pp | 1.29% +0.069 pp | USD8.37 -19.7% | 28 qtrs — |
| 7 | DIMENSIONAL FUND ADVISORS LP | 711.4K -121.2K (-14.6%) | 4.78M -2.0M (-29.7%) | 2.69% -0.394 pp | 0.00% -0.001 pp | USD21.93 -69.4% | 42 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 599.4K -9.9K (-1.6%) | 4.03M -950.1K (-19.1%) | 2.27% +0.010 pp | 0.00% 0.000 pp | USD40.66 -83.5% | 48 qtrs — |
| 9 | GOLDMAN SACHS GROUP INC | 589.3K +161.0K (+37.6%) | 3.96M +460.6K (+13.2%) | 2.23% +0.643 pp | 0.00% +0.000 pp | USD9.66 -30.4% | 42 qtrs — |
| 10 | RENAISSANCE TECHNOLOGIES LLC | 583.0K -8.4K (-1.4%) | 3.92M -914.0K (-18.9%) | 2.21% +0.014 pp | 0.01% 0.000 pp | USD23.02 -70.8% | 45 qtrs — |
| 11 | MORGAN STANLEY | 558.4K -47.3K (-7.8%) | 3.75M -1.2M (-24.2%) | 2.11% -0.132 pp | 0.00% 0.000 pp | USD8.68 -22.6% | 48 qtrs — |
| 12 | ROYCE & ASSOCIATES LP | 549.5K -51.5K (-8.6%) | 3.69M -1.2M (-24.8%) | 2.08% -0.148 pp | 0.04% -0.012 pp | USD8.29 -18.9% | 8 qtrs — |
| 13 | STATE STREET CORP | 511.8K -3.8K (-0.7%) | 3.44M -773.4K (-18.4%) | 1.94% +0.026 pp | 0.00% +0.000 pp | USD51.74 -87.0% | 48 qtrs — |
| 14 | FEDERATED HERMES, INC. | 485.4K +58.5K (+13.7%) | 3.26M -225.7K (-6.5%) | 1.84% +0.255 pp | 0.01% -0.001 pp | USD9.22 -27.1% | 46 qtrs — |
| 15 | JPMORGAN CHASE & CO | 469.3K +87.8K (+23.0%) | 3.15M +37.0K (+1.2%) | 1.78% +0.362 pp | 0.00% +0.000 pp | USD7.65 -12.2% | 48 qtrs — |
| 16 | PRUDENTIAL FINANCIAL INC | 458.1K -95.5K (-17.3%) | 3.08M -1.4M (-31.9%) | 1.73% -0.319 pp | 0.00% -0.002 pp | USD8.35 -19.5% | 7 qtrs — |
| 17 | CSM ADVISORS, LLC | 416.0K +51.9K (+14.3%) | 2.80M -174.0K (-5.9%) | 1.58% +0.225 pp | 0.08% -0.007 pp | USD7.99 -15.9% | 2 qtrs — |
| 18 | NUVEEN, LLC | 413.5K -23.0K (-5.3%) | 2.78M -787.5K (-22.1%) | 1.57% -0.053 pp | 0.00% 0.000 pp | USD7.53 -10.8% | 4 qtrs — |
| 19 | JACOBS LEVY EQUITY MANAGEMENT, INC | 285.0K -10.7K (-3.6%) | 1.92M -500.6K (-20.7%) | 1.08% -0.017 pp | 0.01% -0.002 pp | USD25.27 -73.4% | 19 qtrs — |
| 20 | QUBE RESEARCH & TECHNOLOGIES LTD | 262.9K +84.6K (+47.5%) | 1.77M +310.3K (+21.3%) | 1.00% +0.334 pp | 0.00% +0.000 pp | USD7.89 -14.8% | 6 qtrs — |
| 21 | CITADEL ADVISORS LLC | 242.3K +67.8K (+38.9%) | 1.63M +202.8K (+14.2%) | 0.92% +0.270 pp | 0.00% +0.000 pp | USD7.50 -10.4% | 36 qtrs — |
| 22 | AQR CAPITAL MANAGEMENT LLC | 224.6K -17.4K (-7.2%) | 1.51M -467.6K (-23.7%) | 0.85% -0.047 pp | 0.00% -0.001 pp | USD8.41 -20.1% | 44 qtrs — |
| 23 | PERKINS CAPITAL MANAGEMENT INC | 217.7K +14.9K (+7.3%) | 1.46M -194.3K (-11.7%) | 0.82% +0.072 pp | 1.16% -0.299 pp | USD7.30 -7.9% | 3 qtrs — |
| 24 | STOKES FAMILY OFFICE, LLC | 210.0K -12.6K (-5.7%) | 1.41M -407.6K (-22.4%) | 0.80% -0.031 pp | 0.13% -0.044 pp | USD7.90 -14.9% | 8 qtrs — |
| 25 | POINT72 ASSET MANAGEMENT, L.P. | 201.9K +201.9K (+100.0%) | 1.36M +1.4M (+100.0%) | 0.76% +0.765 pp | 0.00% +0.002 pp | USD6.72 +0.0% | 1 qtrs NEW |
| 26 | MOORE CAPITAL MANAGEMENT, LP | 200.0K +84.7K (+73.5%) | 1.34M +402.0K (+42.7%) | 0.76% +0.330 pp | 0.02% +0.006 pp | USD7.56 -11.1% | 2 qtrs — |
| 27 | MONACO ASSET MANAGEMENT SAM | 198.2K +15.0K (+8.2%) | 1.33M -164.9K (-11.0%) | 0.75% +0.071 pp | 0.23% +0.140 pp | USD7.66 -12.3% | 7 qtrs — |
| 28 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 192.8K +— (+0.0%) | 1.30M -279.6K (-17.7%) | 0.73% +0.015 pp | 0.00% 0.000 pp | USD9.16 -26.6% | 6 qtrs — |
| 29 | NORTHERN TRUST CORP | 172.6K -17.8K (-9.3%) | 1.16M -395.4K (-25.4%) | 0.65% -0.052 pp | 0.00% 0.000 pp | USD56.08 -88.0% | 48 qtrs — |
| 30 | TUDOR INVESTMENT CORP ET AL | 151.6K +14.0K (+10.1%) | 1.02M -105.8K (-9.4%) | 0.57% +0.064 pp | 0.00% 0.000 pp | USD7.56 -11.1% | 10 qtrs — |
| 31 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 129.9K -58.2K (-30.9%) | 872.7K -663.6K (-43.2%) | 0.49% -0.206 pp | 0.00% -0.003 pp | USD8.79 -23.5% | 11 qtrs — |
| 32 | THOMPSON SIEGEL & WALMSLEY LLC | 129.0K -2.0K (-1.5%) | 867.0K -203.0K (-19.0%) | 0.49% +0.003 pp | 0.01% -0.003 pp | USD7.36 -8.7% | 4 qtrs — |
| 33 | BANK OF NEW YORK MELLON CORP | 123.7K -3.0K (-2.4%) | 831.4K -203.8K (-19.7%) | 0.47% -0.001 pp | 0.00% 0.000 pp | USD33.30 -79.8% | 48 qtrs — |
| 34 | BNP PARIBAS ARBITRAGE, SNC | 117.3K +31.9K (+37.3%) | 788.3K +90.2K (+12.9%) | 0.44% +0.127 pp | 0.00% +0.000 pp | USD7.84 -14.3% | 47 qtrs — |
| 35 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 115.1K -18.0K (-13.5%) | 773.1K -313.9K (-28.9%) | 0.44% -0.058 pp | 0.02% -0.007 pp | USD11.89 -43.5% | 13 qtrs — |
| 36 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 93.4K +5.5K (+6.3%) | 627.3K -90.4K (-12.6%) | 0.35% +0.028 pp | 0.01% -0.001 pp | USD24.56 -72.6% | 23 qtrs — |
| 37 | DIVISADERO STREET CAPITAL MANAGEMENT, LP | 88.1K +— (+0.0%) | 592.3K -127.8K (-17.7%) | 0.33% +0.007 pp | 0.03% -0.004 pp | USD7.29 -7.8% | 8 qtrs — |
| 38 | GSA CAPITAL PARTNERS LLP | 85.9K -85.1K (-49.8%) | 577.0K -820.0K (-58.7%) | 0.33% -0.309 pp | 0.05% -0.067 pp | USD8.17 -17.7% | 5 qtrs — |
| 39 | BARCLAYS PLC | 82.0K +26.5K (+47.7%) | 550.9K +12.5K (+2.3%) | 0.31% +0.105 pp | 0.00% +0.000 pp | USD7.78 -13.6% | 48 qtrs — |
| 40 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 77.6K +130.0 (+0.2%) | 521.4K -111.4K (-17.6%) | 0.29% +0.007 pp | 0.00% +0.000 pp | USD64.11 -89.5% | 45 qtrs — |
| 41 | UBS GROUP AG | 77.3K +33.2K (+75.4%) | 519.3K +159.4K (+44.3%) | 0.29% +0.129 pp | 0.00% +0.000 pp | USD8.24 -18.4% | 45 qtrs — |
| 42 | BANK OF AMERICA CORP /DE/ | 75.9K +18.7K (+32.6%) | 510.0K +42.3K (+9.1%) | 0.29% +0.075 pp | 0.00% +0.000 pp | USD10.48 -35.9% | 48 qtrs — |
| 43 | TREXQUANT INVESTMENT LP | 74.1K +58.8K (+382.5%) | 498.1K +372.6K (+296.8%) | 0.28% +0.224 pp | 0.00% +0.003 pp | USD7.02 -4.3% | 2 qtrs — |
| 44 | MILLENNIUM MANAGEMENT LLC | 69.9K -15.5K (-18.2%) | 469.7K -228.4K (-32.7%) | 0.26% -0.052 pp | 0.00% 0.000 pp | USD9.71 -30.8% | 37 qtrs — |
| 45 | CAMPBELL & CO INVESTMENT ADVISER LLC | 68.8K +1.1K (+1.7%) | 462.4K -90.6K (-16.4%) | 0.26% +0.010 pp | 0.02% -0.020 pp | USD9.14 -26.5% | 6 qtrs — |
| 46 | JANE STREET GROUP, LLC | 65.8K -102.9K (-61.0%) | 441.8K -936.0K (-67.9%) | 0.25% -0.377 pp | 0.00% 0.000 pp | USD8.17 -17.7% | 13 qtrs — |
| 47 | AMERICAN CENTURY COMPANIES INC | 61.5K +— (+0.0%) | 413.0K -89.1K (-17.7%) | 0.23% +0.005 pp | 0.00% +0.000 pp | USD7.59 -11.5% | 9 qtrs — |
| 48 | TWO SIGMA ADVISERS, LP | 60.8K +11.1K (+22.3%) | 408.6K +2.5K (+0.6%) | 0.23% +0.046 pp | 0.00% +0.000 pp | USD8.59 -21.8% | 45 qtrs — |
| 49 | HSBC HOLDINGS PLC | 60.5K +26.0K (+75.4%) | 405.5K +118.3K (+41.2%) | 0.23% +0.101 pp | 0.00% +0.000 pp | USD7.41 -9.3% | 10 qtrs — |
| 50 | PHARVISION ADVISERS, LLC | 55.2K +55.2K (+100.0%) | 371.2K +371.2K (+100.0%) | 0.21% +0.209 pp | 0.19% +0.188 pp | USD6.72 +0.0% | 1 qtrs NEW |
| 51 | INVESCO LTD. | 53.4K -3.8K (-6.7%) | 358.6K -108.8K (-23.3%) | 0.20% -0.010 pp | 0.00% +0.000 pp | USD25.12 -73.2% | 43 qtrs — |
| 52 | ALLIANCEBERNSTEIN L.P. | 51.1K +— (+0.0%) | 343.5K -74.1K (-17.7%) | 0.19% +0.004 pp | 0.00% +0.000 pp | USD86.94 -92.3% | 47 qtrs — |
| 53 | QUANTINNO CAPITAL MANAGEMENT LP | 51.1K +18.3K (+55.9%) | 343.3K +75.5K (+28.2%) | 0.19% +0.072 pp | 0.00% +0.000 pp | USD7.18 -6.4% | 3 qtrs — |
| 54 | PANAGORA ASSET MANAGEMENT INC | 48.2K +15.7K (+48.4%) | 323.9K +58.5K (+22.0%) | 0.18% +0.062 pp | 0.00% +0.000 pp | USD7.70 -12.7% | 2 qtrs — |
| 55 | ASSENAGON ASSET MANAGEMENT S.A. | 44.2K -1.3K (-2.8%) | 296.9K -74.4K (-20.0%) | 0.17% -0.001 pp | 0.00% 0.000 pp | USD11.53 -41.7% | 23 qtrs — |
| 56 | MISSION WEALTH MANAGEMENT, LP | 40.8K -300.0 (-0.7%) | 274.1K -61.6K (-18.3%) | 0.15% +0.002 pp | 0.01% -0.001 pp | USD30.63 -78.1% | 18 qtrs — |
| 57 | ENGINEERS GATE MANAGER LP | 38.6K -4.0K (-9.3%) | 259.6K -88.3K (-25.4%) | 0.15% -0.012 pp | 0.00% -0.001 pp | USD10.93 -38.5% | 29 qtrs — |
| 58 | QUEST PARTNERS LLC | 37.2K +5.1K (+15.9%) | 250.2K -12.2K (-4.7%) | 0.14% +0.022 pp | 0.01% -0.003 pp | USD7.59 -11.5% | 5 qtrs — |
| 59 | TWO SIGMA INVESTMENTS, LP | 36.2K -17.7K (-32.8%) | 243.4K -197.0K (-44.7%) | 0.14% -0.063 pp | 0.00% 0.000 pp | USD8.17 -17.7% | 2 qtrs — |
| 60 | RHUMBLINE ADVISERS | 32.7K -4.3K (-11.6%) | 219.8K -82.4K (-27.3%) | 0.12% -0.013 pp | 0.00% 0.000 pp | USD57.22 -88.3% | 43 qtrs — |
| 61 | JUMP FINANCIAL, LLC | 29.8K +29.8K (+100.0%) | 200.3K +200.3K (+100.0%) | 0.11% +0.113 pp | 0.00% +0.003 pp | USD6.72 +0.0% | 1 qtrs NEW |
| 62 | PRICE T ROWE ASSOCIATES INC /MD/ | 29.0K -800.0 (-2.7%) | 196.0K -48.0K (-19.7%) | 0.11% -0.001 pp | 0.00% +0.000 pp | USD19.31 -65.2% | 46 qtrs — |
| 63 | R SQUARED LTD | 28.8K +28.8K (+100.0%) | 193.2K +193.2K (+100.0%) | 0.11% +0.109 pp | 0.09% +0.090 pp | USD6.72 +0.0% | 1 qtrs NEW |
| 64 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 28.0K +— (+0.0%) | 188.4K -40.7K (-17.7%) | 0.11% +0.002 pp | 0.00% 0.000 pp | USD11.94 -43.7% | 12 qtrs — |
| 65 | TOROSO INVESTMENTS, LLC | 27.0K +1.2K (+4.7%) | 181.7K -29.2K (-13.9%) | 0.10% +0.007 pp | 0.00% +0.000 pp | USD8.67 -22.5% | 12 qtrs — |
| 66 | WELLS FARGO & COMPANY/MN | 26.7K +8.4K (+46.2%) | 179.2K +30.2K (+20.3%) | 0.10% +0.033 pp | 0.00% +0.000 pp | USD9.26 -27.4% | 48 qtrs — |
| 67 | WALLEYE CAPITAL LLC | 24.7K -6.2K (-20.1%) | 166.0K -86.6K (-34.3%) | 0.09% -0.021 pp | 0.00% 0.000 pp | USD8.17 -17.7% | 2 qtrs — |
| 68 | STATE OF WISCONSIN INVESTMENT BOARD | 24.2K -9.4K (-28.0%) | 162.8K -112.2K (-40.8%) | 0.09% -0.033 pp | 0.00% 0.000 pp | USD7.03 -4.4% | 3 qtrs — |
| 69 | XTX TOPCO LTD | 22.2K -5.9K (-21.0%) | 149.1K -80.3K (-35.0%) | 0.08% -0.020 pp | 0.00% -0.008 pp | USD7.11 -5.5% | 4 qtrs — |
| 70 | OCCUDO QUANTITATIVE STRATEGIES LP | 21.6K +21.6K (+100.0%) | 145.4K +145.4K (+100.0%) | 0.08% +0.082 pp | 0.01% +0.010 pp | USD6.72 +0.0% | 1 qtrs NEW |
| 71 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21.4K -8.4K (-28.1%) | 143.9K -99.5K (-40.9%) | 0.08% -0.029 pp | 0.00% +0.000 pp | USD9.26 -27.4% | 12 qtrs — |
| 72 | CLARK ASSET MANAGEMENT, LLC | 21.4K +21.4K (+100.0%) | 143.7K +143.7K (+100.0%) | 0.08% +0.081 pp | 0.01% +0.015 pp | USD6.72 +0.0% | 1 qtrs NEW |
| 73 | ALPHACORE CAPITAL LLC | 20.6K +23.0 (+0.1%) | 138.7K -29.7K (-17.7%) | 0.08% +0.002 pp | 0.00% -0.003 pp | USD7.03 -4.4% | 3 qtrs — |
| 74 | ALGERT GLOBAL LLC | 19.6K -1.5K (-7.1%) | 132.0K -40.0K (-23.3%) | 0.07% -0.004 pp | 0.00% -0.001 pp | USD7.30 -7.9% | 4 qtrs — |
| 75 | RUSSELL INVESTMENTS GROUP, LTD. | 19.5K +2.5K (+14.6%) | 131.3K -8.0K (-5.8%) | 0.07% +0.011 pp | 0.00% +0.000 pp | USD13.69 -50.9% | 37 qtrs — |
| 76 | DEUTSCHE BANK AG\ | 17.1K +17.1K (+100.0%) | 115.0K +115.0K (+100.0%) | 0.06% +0.065 pp | 0.00% +0.000 pp | USD6.72 +0.0% | 48 qtrs — |
| 77 | SQUAREPOINT OPS LLC | 16.7K -19.6K (-54.1%) | 112.1K -184.6K (-62.2%) | 0.06% -0.072 pp | 0.00% 0.000 pp | USD8.63 -22.1% | 5 qtrs — |
| 78 | BOOTHBAY FUND MANAGEMENT, LLC | 12.8K +12.8K (+100.0%) | 86.0K +86.0K (+100.0%) | 0.05% +0.049 pp | 0.00% +0.001 pp | USD6.72 +0.0% | 1 qtrs NEW |
| 79 | METLIFE INVESTMENT MANAGEMENT, LLC | 12.7K +5.3K (+72.2%) | 85.3K +25.1K (+41.6%) | 0.05% +0.021 pp | 0.00% +0.000 pp | USD26.90 -75.0% | 33 qtrs — |
| 80 | PRELUDE CAPITAL MANAGEMENT, LLC | 12.7K +2.6K (+25.9%) | 85.1K +2.9K (+3.5%) | 0.05% +0.011 pp | 0.01% 0.000 pp | USD7.87 -14.6% | 2 qtrs — |
| 81 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 12.5K -11.7K (-48.4%) | 83.9K -113.6K (-57.5%) | 0.05% -0.042 pp | 0.00% -0.005 pp | USD8.04 -16.4% | 5 qtrs — |
| 82 | CI PRIVATE WEALTH, LLC | 12.5K +12.5K (+100.0%) | 83.9K +83.9K (+100.0%) | 0.05% +0.047 pp | 0.00% +0.000 pp | USD6.72 +0.0% | 1 qtrs NEW |
| 83 | INTEGRATED WEALTH CONCEPTS LLC | 11.7K -610.0 (-5.0%) | 78.6K -21.9K (-21.8%) | 0.04% -0.001 pp | 0.00% +0.000 pp | USD7.13 -5.8% | 4 qtrs — |
| 84 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11.0K -11.0 (-0.1%) | 74.2K -16.1K (-17.8%) | 0.04% +0.001 pp | 0.00% +0.000 pp | USD8.17 -17.7% | 7 qtrs — |
| 85 | SHERBROOKE PARK ADVISERS LLC | 11.0K +11.0K (+100.0%) | 73.6K +73.6K (+100.0%) | 0.04% +0.042 pp | 0.19% +0.190 pp | USD6.72 +0.0% | 7 qtrs — |
| 86 | INTECH INVESTMENT MANAGEMENT LLC | 10.7K +— (+0.0%) | 71.8K -15.5K (-17.7%) | 0.04% +0.001 pp | 0.00% 0.000 pp | USD8.25 -18.5% | 5 qtrs — |
| 87 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 10.5K -13.8K (-56.8%) | 70.3K -127.5K (-64.5%) | 0.04% -0.050 pp | 0.00% 0.000 pp | USD8.17 -17.7% | 2 qtrs — |
| 88 | IEQ CAPITAL, LLC | 10.2K -9.7K (-48.6%) | 68.9K -93.9K (-57.7%) | 0.04% -0.035 pp | 0.00% 0.000 pp | USD7.98 -15.8% | 5 qtrs — |
| 89 | FMR LLC | 10.1K -312.0 (-3.0%) | 67.9K -17.2K (-20.2%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD7.62 -11.8% | 48 qtrs — |
| 90 | CWM, LLC | 9.8K -3.0K (-23.5%) | 66.0K -39.0K (-37.1%) | 0.04% -0.010 pp | 0.00% 0.000 pp | USD7.64 -12.0% | 8 qtrs — |
| 91 | — | 7.6K +7.6K (+100.0%) | 51.4K +51.4K (+100.0%) | 0.03% +0.029 pp | 0.03% +0.026 pp | USD6.72 +0.0% | 1 qtrs NEW |
| 92 | NEW YORK STATE COMMON RETIREMENT FUND | 7.4K +— (+0.0%) | 49.7K -10.7K (-17.7%) | 0.03% +0.001 pp | 0.00% +0.000 pp | USD70.03 -90.4% | 44 qtrs — |
| 93 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 7.0K +— (+0.0%) | 47.3K -10.2K (-17.7%) | 0.03% +0.001 pp | 0.00% 0.000 pp | USD8.85 -24.1% | 5 qtrs — |
| 94 | QUARRY LP | 4.1K +4.1K (+100.0%) | 27.4K +27.4K (+100.0%) | 0.02% +0.015 pp | 0.00% +0.004 pp | USD6.72 +0.0% | 8 qtrs — |
| 95 | LEGAL & GENERAL GROUP PLC | 2.1K +— (+0.0%) | 14.3K -3.1K (-17.8%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD34.28 -80.4% | 43 qtrs — |
| 96 | PINNACLE WEALTH PLANNING SERVICES, INC. | 2.0K +2.0K (+100.0%) | 13.6K +13.6K (+100.0%) | 0.01% +0.008 pp | 0.00% +0.001 pp | USD6.72 +0.0% | 1 qtrs NEW |
| 97 | TOWER RESEARCH CAPITAL LLC (TRC) | 1.7K +258.0 (+17.6%) | 11.6K -394.0 (-3.3%) | 0.01% +0.001 pp | 0.00% 0.000 pp | USD7.73 -13.1% | 34 qtrs — |
| 98 | AMERITAS INVESTMENT PARTNERS, INC. | 1.6K +— (+0.0%) | 10.7K -2.3K (-17.7%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD191.99 -96.5% | 36 qtrs — |
| 99 | FARTHER FINANCE ADVISORS, LLC | 1.6K -57.0 (-3.5%) | 10.5K -2.7K (-20.6%) | 0.01% 0.000 pp | 0.00% 0.000 pp | USD8.04 -16.4% | 9 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Invesco NASDAQ Future Gen 200 ETF QQQS | 0.50% | 110.5K | 0.20% |
| 2 | Federated Hermes MDT Small Cap Core ETF FSCC | 0.17% | 280.6K | 0.51% |
| 3 | iShares Micro-Cap ETF IWC | 0.04% | 542.0K | 0.60% |
| 4 | Avantis U.S. Small Cap Equity ETF AVSC | 0.01% | 318.2K | 0.25% |
| 5 | iShares Russell 2000 Value ETF IWN | 0.01% | 1.42M | 0.24% |
| 6 | Vanguard Russell 2000 Value ETF VTWV | 0.01% | 117.0K | 0.06% |
| 7 | State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L | 0.01% | 434.0K | 0.30% |
| 8 | Invesco RAFI US 1500 Small-Mid ETF PRFZ | 0.01% | 209.3K | 0.34% |
| 9 | U.S. Micro Cap Portfolio ETF DFMC | 0.01% | 563.9K | 0.43% |
| 10 | Avantis Total Equity Markets ETF 1 AVTM | 0.01% | 45.3K | 0.23% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-06 | Richardson Jason Andrew | Officer | A-Award | D | Restricted Stock Unit | 100,000 | 0.00 | — | 100,000 | D | ↗ |
| 2026-03-01 | Yi Boyer Jennifer M | Officer | M-Exempt | D | Restricted Stock Unit | 4,680 | 0.00 | — | 0 | D | ↗ |
| 2026-03-01 | Wright Mary E | Officer | M-Exempt | D | Restricted Stock Unit | 1,755 | 0.00 | — | 0 | D | ↗ |
| 2026-03-01 | Smith Kevin Raymond Merrill | Director / Officer | M-Exempt | A | Common Stock | 30,012 | 0.00 | — | 147,973 | D | ↗ |
| 2026-03-01 | Smith Kevin P. | Officer | M-Exempt | A | Common Stock | 14,005 | 0.00 | — | 28,283 | D | ↗ |
| 2026-03-01 | Ramade Gregoire | Officer | F-InKind | D | Common Stock | 6,022 | 6.10 | 36.7K | 44,229 | D | ↗ |
| 2026-03-01 | Bourque Michael J. | Officer | A-Award | A | Common Stock | 874 | 6.10 | 5.3K | 50,020 | D | ↗ |
| 2026-02-27 | Yi Boyer Jennifer M | Officer | A-Award | A | Restricted Stock Unit | 32,500 | 0.00 | — | 32,500 | D | ↗ |
| 2026-02-27 | Wright Mary E | Officer | A-Award | A | Restricted Stock Unit | 8,000 | 0.00 | — | 8,000 | D | ↗ |
| 2026-02-27 | Smith Kevin Raymond Merrill | Director / Officer | A-Award | A | Restriced Stock Unit | 90,000 | 0.00 | — | 90,000 | D | ↗ |
| 2026-02-27 | Smith Kevin P. | Officer | A-Award | A | Restricted Stock Unit | 35,000 | 0.00 | — | 35,000 | D | ↗ |
| 2026-02-27 | Ramade Gregoire | Officer | A-Award | A | Restricted Stock Unit | 20,000 | 0.00 | — | 20,000 | D | ↗ |
| 2026-02-27 | Bourque Michael J. | Officer | A-Award | A | Restricted Stock Unit | 39,000 | 0.00 | — | 39,000 | D | ↗ |
| 2025-12-01 | Smith Kevin Raymond Merrill | Director / Officer | M-Exempt | D | Restricted Stock Unit | 28,334 | 0.00 | — | 28,333 | D | ↗ |
| 2025-12-01 | Ramade Gregoire | Officer | F-InKind | D | Common Stock | 12,943 | 6.95 | 90.0K | 37,246 | D | ↗ |
| 2025-09-01 | Smith Kevin Raymond Merrill | Director / Officer | A-Award | A | Common Stock | 1,500 | 7.99 | 12.0K | 71,774 | D | ↗ |
| 2025-09-01 | Smith Kevin P. | Officer | M-Exempt | D | Restricted Stock Unit | 18,135 | 0.00 | — | 36,271 | D | ↗ |
| 2025-09-01 | Bourque Michael J. | Officer | A-Award | A | Common Stock | 1,500 | 7.99 | 12.0K | 49,146 | D | ↗ |
| 2025-07-28 | Yi Boyer Jennifer M | Officer | — | — | Common Stock | 0 | 0.00 | — | 13,509 | D | ↗ |
| 2025-07-28 | Wright Mary E | Officer | — | — | Common Stock | 0 | 0.00 | — | 12,180 | D | ↗ |
| 2025-05-14 | Sahney Mira Kirti | Director | A-Award | A | Common Stock | 30,612 | 0.00 | — | 39,724 | D | ↗ |
| 2025-05-14 | Rider Heather D. | Director | A-Award | A | Common Stock | 30,612 | 0.00 | — | 88,201 | D | ↗ |
| 2025-05-14 | Mora Elizabeth | Director | A-Award | A | Common Stock | 30,612 | 0.00 | — | 79,180 | D | ↗ |
| 2025-05-14 | Ladone Mary Kay | Director | A-Award | A | Common Stock | 30,612 | 0.00 | — | 76,885 | D | ↗ |
| 2025-05-14 | King Kevin M | Director | A-Award | A | Common Stock | 30,612 | 0.00 | — | 76,885 | D | ↗ |
| 2025-05-14 | Boehnlein Glenn S | Director | A-Award | A | Common Stock | 30,612 | 0.00 | — | 76,885 | D | ↗ |
| 2025-03-03 | Smith Kevin Raymond Merrill | Director / Officer | P-Purchase | A | Common Stock | 11,709 | 8.56 | 100.2K | 70,274 | D | ↗ |
| 2025-03-03 | Bourque Michael J. | Officer | P-Purchase | A | Common Stock | 3,000 | 8.32 | 25.0K | 47,646 | D | ↗ |
| 2025-03-01 | Smith Kevin Raymond Merrill | Director / Officer | A-Award | A | Common Stock | 1,500 | 8.33 | 12.5K | 16,054 | D | ↗ |
| 2025-03-01 | Smith Kevin P. | Officer | A-Award | A | Common Stock | 1,186 | 8.33 | 9.9K | 1,186 | D | ↗ |
| 2025-03-01 | Bourque Michael J. | Officer | F-InKind | D | Common Stock | 9,838 | 8.33 | 82.0K | 15,762 | D | ↗ |
| 2025-02-28 | Smith Kevin Raymond Merrill | Director / Officer | A-Award | A | Restricted Stock Unit | 90,036 | 0.00 | — | 90,036 | D | ↗ |
| 2025-02-28 | Smith Kevin P. | Officer | A-Award | A | Restricted Stock Unit | 42,016 | 0.00 | — | 42,016 | D | ↗ |
| 2025-02-28 | Ramade Gregoire | Officer | A-Award | A | Restricted Stock Unit | 39,015 | 0.00 | — | 39,015 | D | ↗ |
| 2025-02-28 | Bourque Michael J. | Officer | A-Award | A | Restricted Stock Unit | 51,020 | 0.00 | — | 51,020 | D | ↗ |
| 2025-01-31 | Sahney Mira Kirti | Director | A-Award | A | Common Stock | 9,112 | 0.00 | — | 9,112 | D | ↗ |
| 2024-12-01 | Smith Kevin Raymond Merrill | Director / Officer | M-Exempt | D | Restricted Stock Unit | 28,333 | 0.00 | — | 56,667 | D | ↗ |
| 2024-12-01 | Ramade Gregoire | Officer | M-Exempt | A | Restricted Stock Unit | 31,565 | 0.00 | — | 63,131 | D | ↗ |
| 2024-07-22 | Smith Kevin P. | Officer | A-Award | A | Restricted Stock Unit | 54,406 | 0.00 | — | 54,406 | — | ↗ |
| 2024-06-05 | West Thomas A. | Director | A-Award | A | Common Stock | 21,871 | 0.00 | — | 40,677 | — | ↗ |
| 2024-06-05 | Rider Heather D. | Director | A-Award | A | Common Stock | 21,871 | 0.00 | — | 57,589 | — | ↗ |
| 2024-06-05 | Mora Elizabeth | Director | A-Award | A | Common Stock | 21,871 | 0.00 | — | 48,568 | — | ↗ |
| 2024-06-05 | Ladone Mary Kay | Director | A-Award | A | Common Stock | 21,871 | 0.00 | — | 46,273 | — | ↗ |
| 2024-06-05 | King Kevin M | Director | A-Award | A | Common Stock | 21,871 | 0.00 | — | 46,273 | — | ↗ |
| 2024-06-05 | Boehnlein Glenn S | Director | A-Award | A | Common Stock | 21,871 | 0.00 | — | 46,273 | — | ↗ |
| 2024-06-01 | Somer Jason | Officer | M-Exempt | A | Common Stock | 577 | 0.00 | — | 5,029 | — | ↗ |
| 2024-05-10 | Somer Jason | Officer | S-Sale | D | Common Stock | 10,000 | 8.56 | 85.6K | 4,452 | — | ↗ |
| 2024-05-01 | Somer Jason | Officer | M-Exempt | D | Restricted Stock Unit | 19,276 | 0.00 | — | 0 | — | ↗ |
| 2024-05-01 | Glezer Stanislav | Officer | M-Exempt | A | Common Stock | 32,638 | 0.00 | — | 48,744 | — | ↗ |
| 2024-03-04 | Bourque Michael J. | Officer | A-Award | A | Restricted Stock Unit | 75,000 | 0.00 | — | 75,000 | — | ↗ |
| 2024-03-01 | Somer Jason | Officer | M-Exempt | D | Restricted Stock Unit | 4,680 | 0.00 | — | 9,359 | — | ↗ |
| 2024-03-01 | Smith Kevin Raymond Merrill | Director / Officer | A-Award | A | Restricted Stock Unit | 85,000 | 0.00 | — | 85,000 | — | ↗ |
| 2024-03-01 | Glezer Stanislav | Officer | M-Exempt | D | Restricted Stock Unit | 3,786 | 0.00 | — | 3,787 | — | ↗ |
| 2024-01-02 | Ramade Gregoire | Officer | — | — | Restricted Stock Unit | 94,696 | 0.00 | — | 0 | D | ↗ |
| 2023-12-01 | Somer Jason | Officer | M-Exempt | A | Common Stock | 576 | 0.00 | — | 4,200 | — | ↗ |
| 2023-12-01 | Glezer Stanislav | Officer | M-Exempt | A | Common Stock | 4,555 | 0.00 | — | 12,146 | — | ↗ |
| 2023-11-10 | Smith Kevin Raymond Merrill | Director / Officer | A-Award | D | Restricted Stock Unit | 85,000 | 0.00 | — | 85,000 | — | ↗ |
| 2023-09-11 | Sergesketter Michael K. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-09-01 | Somer Jason | Officer | F-InKind | D | Common Stock | 287 | 6.18 | 1.8K | 3,624 | — | ↗ |
| 2023-09-01 | Shabshab Nabil | Director / Officer | F-InKind | D | Common Stock | 1,942 | 6.18 | 12.0K | 36,991 | — | ↗ |
| 2023-09-01 | Glezer Stanislav | Officer | M-Exempt | D | Restricted Stock Unit | 769 | 0.00 | — | 6,149 | — | ↗ |
| 2023-06-01 | Somer Jason | Officer | M-Exempt | A | Common Stock | 576 | 0.00 | — | 3,620 | — | ↗ |
| 2023-06-01 | Shabshab Nabil | Director / Officer | M-Exempt | D | Restricted Stock Unit | 1,568 | 0.00 | — | 6,273 | — | ↗ |
| 2023-06-01 | Parr George J | Officer | F-InKind | D | Common Stock | 499 | 10.37 | 5.2K | 8,175 | — | ↗ |
| 2023-06-01 | Glezer Stanislav | Officer | M-Exempt | D | Restricted Stock Unit | 768 | 0.00 | — | 6,918 | — | ↗ |
| 2023-05-31 | West Thomas A. | Director | A-Award | A | Common Stock | 17,094 | 0.00 | — | 18,806 | — | ↗ |
| 2023-05-31 | Rider Heather D. | Director | A-Award | A | Common Stock | 17,094 | 0.00 | — | 35,718 | — | ↗ |
| 2023-05-31 | Mora Elizabeth | Director | A-Award | A | Common Stock | 17,094 | 0.00 | — | 26,697 | — | ↗ |
| 2023-05-31 | Ladone Mary Kay | Director | A-Award | A | Common Stock | 17,094 | 0.00 | — | 24,402 | — | ↗ |
| 2023-05-31 | King Kevin M | Director | A-Award | A | Common Stock | 17,094 | 0.00 | — | 24,402 | — | ↗ |
| 2023-05-31 | Boehnlein Glenn S | Director | A-Award | A | Common Stock | 17,094 | 0.00 | — | 24,402 | — | ↗ |
| 2023-04-01 | West Thomas A. | Director | A-Award | A | Common Stock | 1,712 | 0.00 | — | 1,712 | — | ↗ |
| 2023-03-01 | Somer Jason | Officer | M-Exempt | D | Restricted Stock Unit | 577 | 0.00 | — | 5,764 | — | ↗ |
| 2023-03-01 | Shabshab Nabil | Director / Officer | M-Exempt | A | Common Stock | 16,702 | 0.00 | — | 41,865 | — | ↗ |
| 2023-03-01 | Sanford Bart Ben | Officer | M-Exempt | A | Common Stock | 2,402 | 0.00 | — | 12,426 | — | ↗ |
| 2023-03-01 | Parr George J | Officer | M-Exempt | D | Restricted Stock Unit | 1,126 | 0.00 | — | 10,133 | — | ↗ |
| 2023-03-01 | Glezer Stanislav | Officer | F-InKind | D | Common Stock | 1,142 | 15.56 | 17.8K | 4,853 | — | ↗ |
| 2023-03-01 | Caltrider Kristin A. | Officer | M-Exempt | A | Common Stock | 11,360 | 0.00 | — | 11,360 | — | ↗ |
| 2023-02-28 | Somer Jason | Officer | A-Award | A | Restricted Stock Unit | 14,039 | 0.00 | — | 14,039 | — | ↗ |
| 2023-02-28 | Shabshab Nabil | Director / Officer | A-Award | A | Restricted Stock Unit | 70,197 | 0.00 | — | 70,197 | — | ↗ |
| 2023-02-28 | Parr George J | Officer | A-Award | A | Restricted Stock Unit | 28,079 | 0.00 | — | 28,079 | — | ↗ |
| 2023-02-28 | Glezer Stanislav | Officer | A-Award | A | Restricted Stock Unit | 28,079 | 0.00 | — | 28,079 | — | ↗ |
| 2023-02-28 | Caltrider Kristin A. | Officer | A-Award | A | Restricted Stock Unit | 28,079 | 0.00 | — | 28,079 | — | ↗ |
| 2022-12-01 | Somer Jason | Officer | F-InKind | D | Common Stock | 286 | 22.89 | 6.5K | 1,451 | — | ↗ |
| 2022-12-01 | Shabshab Nabil | Officer | F-InKind | D | Common Stock | 1,828 | 22.89 | 41.8K | 21,226 | — | ↗ |
| 2022-12-01 | Sanford Bart Ben | Officer | M-Exempt | D | Restricted Stock Unit | 235 | 0.00 | — | 2,117 | — | ↗ |
| 2022-12-01 | Parr George J | Officer | M-Exempt | D | Restricted Stock Unit | 1,126 | 0.00 | — | 11,259 | — | ↗ |
| 2022-12-01 | Glezer Stanislav | Officer | M-Exempt | D | Restricted Stock Unit | 768 | 0.00 | — | 8,455 | — | ↗ |
| 2022-09-01 | Somer Jason | Officer | S-Sale | D | Common Stock | 1,145 | 28.16 | 32.2K | 1,161 | — | ↗ |
| 2022-09-01 | Shabshab Nabil | Officer | M-Exempt | D | Restricted Stock Unit | 2,117 | 0.00 | — | 12,702 | — | ↗ |
| 2022-09-01 | Sanford Bart Ben | Officer | F-InKind | D | Common Stock | 318 | 28.78 | 9.2K | 9,206 | — | ↗ |
| 2022-09-01 | Parr George J | Officer | F-InKind | D | Common Stock | 499 | 28.78 | 14.4K | 3,135 | — | ↗ |
| 2022-09-01 | Glezer Stanislav | Officer | S-Sale | D | Common Stock | 1,576 | 28.16 | 44.4K | 1,499 | — | ↗ |
| 2022-06-08 | Rider Heather D. | Director | A-Award | A | Common Stock | 6,849 | 0.00 | — | 18,624 | — | ↗ |
| 2022-06-08 | Mora Elizabeth | Director | A-Award | A | Common Stock | 6,849 | 0.00 | — | 9,603 | — | ↗ |
| 2022-06-08 | Miranda Kristen | Director | A-Award | A | Common Stock | 6,849 | 0.00 | — | 10,738 | — | ↗ |
| 2022-06-08 | Ladone Mary Kay | Director | A-Award | A | Common Stock | 6,849 | 0.00 | — | 7,308 | — | ↗ |
| 2022-06-08 | King Kevin M | Director | A-Award | A | Common Stock | 6,849 | 0.00 | — | 7,308 | — | ↗ |
| 2022-06-08 | Boehnlein Glenn S | Director | A-Award | A | Common Stock | 6,849 | 0.00 | — | 7,308 | — | ↗ |
| 2022-06-01 | Shabshab Nabil | Officer | F-InKind | D | Common Stock | 1,828 | 25.91 | 47.4K | 17,512 | — | ↗ |
| 2022-06-01 | Sanford Bart Ben | Officer | F-InKind | D | Common Stock | 318 | 25.91 | 8.2K | 9,016 | — | ↗ |
| 2022-06-01 | Parr George J | Officer | M-Exempt | D | Restricted Stock Unit | 4,504 | 0.00 | — | 13,511 | — | ↗ |
| 2022-05-10 | Somer Jason | Officer | A-Award | A | Restricted Stock Unit | 19,276 | 0.00 | — | 19,276 | — | ↗ |
| 2022-05-10 | Shabshab Nabil | Officer | A-Award | A | Restricted Stock Unit | 109,531 | 0.00 | — | 109,531 | — | ↗ |
| 2022-05-10 | Sanford Bart Ben | Officer | A-Award | A | Restricted Stock Unit | 12,680 | 0.00 | — | 12,680 | — | ↗ |
| 2022-05-10 | Parr George J | Officer | A-Award | A | Restricted Stock Unit | 39,021 | 0.00 | — | 39,021 | — | ↗ |
| 2022-05-10 | Glezer Stanislav | Officer | A-Award | A | Restricted Stock Unit | 32,638 | 0.00 | — | 32,638 | — | ↗ |
| 2022-05-10 | Caltrider Kristin A. | Officer | A-Award | A | Restricted Stock Unit | 12,510 | 0.00 | — | 12,510 | — | ↗ |
| 2022-03-22 | Ladone Mary Kay | Director | A-Award | A | Common Stock | 459 | 0.00 | — | 459 | — | ↗ |
| 2022-03-22 | King Kevin M | Director | A-Award | A | Common Stock | 459 | 0.00 | — | 459 | — | ↗ |
| 2022-03-22 | Boehnlein Glenn S | Director | A-Award | A | Common Stock | 459 | 0.00 | — | 459 | — | ↗ |
| 2022-03-21 | Caltrider Kristin A. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-03-03 | Anderson Ray Benjamin M | Director | S-Sale | D | Common Stock | 4,516 | 34.68 | 156.6K | 0 | — | ↗ |
| 2022-03-01 | Somer Jason | Officer | A-Award | A | Restricted Stock Unit | 5,680 | 0.00 | — | 5,680 | — | ↗ |
| 2022-03-01 | Shabshab Nabil | Director / Officer | A-Award | A | Restricted Stock Unit | 39,051 | 0.00 | — | 39,051 | — | ↗ |
| 2022-03-01 | Sanford Bart Ben | Officer | M-Exempt | D | Restricted Stock Unit | 941 | 0.00 | — | 2,822 | — | ↗ |
| 2022-03-01 | Parr George J | Officer | A-Award | A | Restricted Stock Unit | 11,360 | 0.00 | — | 11,360 | — | ↗ |
| 2022-03-01 | Glezer Stanislav | Officer | A-Award | A | Restricted Stock Unit | 11,360 | 0.00 | — | 11,360 | — | ↗ |
| 2022-01-11 | McFarland Loren L | Director | M-Exempt | A | Common Stock | 2,083 | 8.37 | 17.4K | 22,191 | — | ↗ |
| 2021-12-13 | Sergesketter Michael K. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-12-01 | Sanford Bart Ben | Officer | M-Exempt | D | Restricted Stock Unit | 273 | 0.00 | — | 2,457 | — | ↗ |
| 2021-12-01 | Bauerlein Alison | Officer | F-InKind | D | Common Stock | 490 | 29.66 | 14.5K | 33,902 | — | ↗ |
| 2021-09-28 | Taylor Brenton | Officer | M-Exempt | D | Stock Option (Right to Buy) | 12,945 | 0.81 | 10.5K | 0 | — | ↗ |
| 2021-09-15 | Huggenberger Raymond | Director | M-Exempt | D | Stock Option (Right to Buy) | 4,000 | 38.54 | 154.2K | 11,806 | — | ↗ |
| 2021-09-01 | Taylor Brenton | Officer | M-Exempt | D | Restricted Stock Unit | 273 | 0.00 | — | 2,730 | — | ↗ |
| 2021-09-01 | Sanford Bart Ben | Officer | M-Exempt | A | Common Stock | 273 | 0.00 | — | 5,056 | — | ↗ |
| 2021-09-01 | Bauerlein Alison | Officer | M-Exempt | A | Common Stock | 546 | 0.00 | — | 4,307 | — | ↗ |
| 2021-08-16 | Huggenberger Raymond | Director | M-Exempt | A | Common Stock | 2,594 | 38.54 | 100.0K | 24,177 | — | ↗ |
| 2021-08-09 | Somer Jason | Officer | A-Award | A | Restricted Stock Unit | 9,223 | 0.00 | — | 9,223 | — | ↗ |
| 2021-08-09 | Glezer Stanislav | Officer | A-Award | A | Restricted Stock Unit | 12,298 | 0.00 | — | 12,298 | — | ↗ |
| 2021-08-02 | Bauerlein Alison | Officer | M-Exempt | A | Common Stock | 1,397 | 38.54 | 53.8K | 5,176 | — | ↗ |
| 2021-07-30 | Bauerlein Alison | Officer | M-Exempt | A | Common Stock | 8,235 | 38.54 | 317.4K | 12,014 | — | ↗ |
| 2021-07-27 | Taylor Brenton | Officer | M-Exempt | A | Common Stock | 7,942 | 38.54 | 306.1K | 64,804 | — | ↗ |
| 2021-07-27 | Bauerlein Alison | Officer | M-Exempt | D | Stock Option (Right to Buy) | 9,632 | 38.54 | 371.2K | 38,527 | — | ↗ |
| 2021-07-15 | Huggenberger Raymond | Director | S-Sale | D | Common Stock | 178 | 66.62 | 11.9K | 17,583 | — | ↗ |
| 2021-07-12 | Somer Jason | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-06-21 | Glezer Stanislav | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-06-15 | Huggenberger Raymond | Director | S-Sale | D | Common Stock | 3,087 | 63.73 | 196.7K | 20,583 | — | ↗ |
| 2021-06-02 | Novo Holdings A/S | 10% Owner | S-Sale | D | COMMON STOCK | 680,000 | 57.32 | 38.98M | 2,079,320 | — | ↗ |
| 2021-06-01 | Taylor Brenton | Officer | M-Exempt | A | Common Stock | 273 | 0.00 | — | 57,206 | — | ↗ |
| 2021-06-01 | Sanford Bart Ben | Officer | M-Exempt | D | Restricted Stock Unit | 273 | 0.00 | — | 3,003 | — | ↗ |
| 2021-06-01 | Bauerlein Alison | Officer | F-InKind | D | Common Stock | 343 | 60.34 | 20.7K | 3,779 | D | ↗ |
| 2021-05-24 | Mora Elizabeth | Director | A-Award | A | Common Stock | 2,754 | 0.00 | — | 2,754 | — | ↗ |
| 2021-05-10 | Rider Heather D. | Director | A-Award | A | Common Stock | 2,754 | 0.00 | — | 11,775 | — | ↗ |
| 2021-05-10 | Miranda Kristen | Director | A-Award | A | Common Stock | 2,754 | 0.00 | — | 3,889 | — | ↗ |
| 2021-05-10 | McFarland Loren L | Director | A-Award | A | Common Stock | 2,754 | 0.00 | — | 20,108 | — | ↗ |
| 2021-05-10 | Lukatch Heath | Director | A-Award | A | Common Stock | 2,754 | 0.00 | — | 12,775 | — | ↗ |
| 2021-05-10 | Huggenberger Raymond | Director | A-Award | A | Common Stock | 2,754 | 0.00 | — | 23,670 | — | ↗ |
| 2021-05-10 | GREER R SCOTT | Director | A-Award | A | Common Stock | 2,754 | 0.00 | — | 30,775 | — | ↗ |
| 2021-05-10 | Anderson Ray Benjamin M | Director | A-Award | A | Common Stock | 2,754 | 0.00 | — | 10,775 | — | ↗ |
| 2021-05-07 | Parr George J | Officer | A-Award | A | Restricted Stock Unit | 18,015 | 0.00 | — | 18,015 | — | ↗ |
| 2021-04-15 | Taylor Brenton | Officer | M-Exempt | A | Common Stock | 2,841 | 38.54 | 109.5K | 59,774 | — | ↗ |
| 2021-04-14 | Taylor Brenton | Officer | M-Exempt | A | Common Stock | 6,104 | 38.54 | 235.2K | 63,037 | — | ↗ |
| 2021-04-14 | Bauerlein Alison | Officer | M-Exempt | D | Stock Option (Right to Buy) | 1,641 | 38.54 | 63.2K | 48,159 | — | ↗ |
| 2021-04-13 | Taylor Brenton | Officer | M-Exempt | D | Stock Option (Right to Buy | 1,838 | 38.54 | 70.8K | 18,190 | — | ↗ |
| 2021-04-13 | Bauerlein Alison | Officer | S-Sale | D | Common Stock | 1,200 | 60.00 | 72.0K | 3,324 | — | ↗ |
| 2021-04-12 | Parr George J | — | — | — | — | — | — | — | 0 | — | ↗ |
| 2021-03-23 | McFarland Loren L | Director | M-Exempt | D | Stock Option (right to buy) | 8,333 | 16.62 | 138.5K | 0 | — | ↗ |
| 2021-03-23 | Huggenberger Raymond | Director | M-Exempt | D | Stock Option (Right to Buy) | 6,087 | 16.62 | 101.2K | 0 | — | ↗ |
| 2021-03-17 | Taylor Brenton | Officer | M-Exempt | A | Common Stock | 14,765 | 16.62 | 245.4K | 71,698 | — | ↗ |
| 2021-03-15 | Myers Byron | Officer | M-Exempt | A | Common Stock | 7,102 | 16.62 | 118.0K | 44,429 | — | ↗ |
| 2021-03-15 | Bauerlein Alison | Officer | M-Exempt | D | Stock Option (Right to Buy) | 18,098 | 16.62 | 300.8K | 0 | — | ↗ |
| 2021-03-03 | Taylor Brenton | Officer | M-Exempt | A | Common Stock | 14,765 | 16.62 | 245.4K | 71,698 | — | ↗ |
| 2021-03-01 | Taylor Brenton | Officer | A-Award | A | Restricted Stock Unit | 3,763 | 0.00 | — | 3,763 | — | ↗ |
| 2021-03-01 | Shabshab Nabil | Director / Officer | A-Award | A | Restricted Stock Unit | 33,872 | 0.00 | — | 33,872 | — | ↗ |
| 2021-03-01 | Sanford Bart Ben | Officer | M-Exempt | D | Restricted Stock Units | 1,092 | 0.00 | — | 3,276 | — | ↗ |
| 2021-03-01 | Retterer Arron | Officer | A-Award | A | Restricted Stock Unit | 3,763 | 0.00 | — | 3,763 | — | ↗ |
| 2021-03-01 | Novo Holdings A/S | 10% Owner | S-Sale | D | COMMON STOCK | 790,000 | 49.00 | 38.71M | 2,759,320 | — | ↗ |
| 2021-03-01 | Myers Byron | Officer | M-Exempt | D | Restricted Stock Units | 1,092 | 0.00 | — | 3,276 | — | ↗ |
| 2021-03-01 | Miranda Kristen | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-03-01 | Bauerlein Alison | Officer | M-Exempt | D | Restricted Stock Unit | 253 | 0.00 | — | 505 | — | ↗ |
| 2021-02-16 | Bauerlein Alison | Officer | S-Sale | D | Common Stock | 700 | 55.19 | 38.6K | 2,315 | — | ↗ |
| 2021-02-09 | Bauerlein Alison | Officer | M-Exempt | D | Stock Option (Right to Buy) | 8,973 | 0.81 | 7.3K | 0 | — | ↗ |
| 2021-02-08 | Shabshab Nabil | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-02-03 | GREER R SCOTT | Director | M-Exempt | D | Stock Option (right to buy) | 6,666 | 46.66 | 311.0K | 0 | — | ↗ |
| 2021-02-01 | Taylor Brenton | Officer | M-Exempt | D | Stock Option (Right to Buy | 14,764 | 16.62 | 245.4K | 29,530 | — | ↗ |
| 2021-01-26 | Taylor Brenton | Officer | M-Exempt | A | Common Stock | 7,942 | 38.54 | 306.1K | 64,534 | — | ↗ |
| 2021-01-26 | Bauerlein Alison | Officer | M-Exempt | A | Common Stock | 8,973 | 0.81 | 7.3K | 11,288 | — | ↗ |
| 2021-01-15 | Bauerlein Alison | Officer | S-Sale | D | Common Stock | 2,132 | 44.83 | 95.6K | 2,315 | — | ↗ |
| 2021-01-08 | Taylor Brenton | Officer | S-Sale | D | Common Stock | 5,715 | 46.10 | 263.5K | 61,894 | — | ↗ |
| 2020-12-15 | Bauerlein Alison | Officer | S-Sale | D | Common Stock | 1,904 | 40.42 | 77.0K | 4,664 | — | ↗ |
| 2020-12-01 | Wilkinson Scott | Director / Officer | F-InKind | D | Common Stock | 251 | 35.28 | 8.9K | 30,737 | — | ↗ |
| 2020-12-01 | Taylor Brenton | Officer | F-InKind | D | Common Stock | 76 | 35.28 | 2.7K | 56,592 | — | ↗ |
| 2020-12-01 | Sanford Bart Ben | Officer | F-InKind | D | Common Stock | 36 | 35.28 | 1.3K | 4,344 | — | ↗ |
| 2020-12-01 | Myers Byron | Officer | F-InKind | D | Common Stock | 76 | 35.28 | 2.7K | 37,109 | — | ↗ |
| 2020-12-01 | Bauerlein Alison | Officer | M-Exempt | A | Restricted Stock Unit | 253 | 0.00 | — | 758 | — | ↗ |
| 2020-09-01 | Wilkinson Scott | Director / Officer | F-InKind | D | Common Stock | 251 | 28.94 | 7.3K | 31,560 | — | ↗ |
| 2020-09-01 | Taylor Brenton | Officer | F-InKind | D | Common Stock | 76 | 28.94 | 2.2K | 56,800 | — | ↗ |
| 2020-09-01 | Sanford Bart Ben | Officer | F-InKind | D | Common Stock | 81 | 28.94 | 2.3K | 4,380 | — | ↗ |
| 2020-09-01 | Myers Byron | Officer | F-InKind | D | Common Stock | 76 | 28.94 | 2.2K | 37,358 | — | ↗ |
| 2020-09-01 | Bauerlein Alison | Officer | M-Exempt | A | Restricted Stock Unit | 252 | 0.00 | — | 1,011 | — | ↗ |
| 2020-08-17 | Retterer Arron | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-06-01 | Wilkinson Scott | Director / Officer | F-InKind | D | Common Stock | 251 | 38.55 | 9.7K | 32,382 | — | ↗ |
| 2020-06-01 | Taylor Brenton | Officer | F-InKind | D | Common Stock | 74 | 38.55 | 2.9K | 57,008 | — | ↗ |
| 2020-06-01 | Sanford Bart Ben | Officer | F-InKind | D | Common Stock | 79 | 38.55 | 3.0K | 4,497 | — | ↗ |
| 2020-06-01 | Myers Byron | Officer | F-InKind | D | Common Stock | 105 | 38.55 | 4.0K | 37,747 | — | ↗ |
| 2020-06-01 | Bauerlein Alison | Officer | M-Exempt | A | Restricted Stock Unit | 253 | 0.00 | — | 1,263 | — | ↗ |
| 2020-05-11 | Rider Heather D. | Director | A-Award | A | Common Stock | 4,540 | 0.00 | — | 9,021 | — | ↗ |
| 2020-05-11 | McFarland Loren L | Director | A-Award | A | Common Stock | 4,540 | 0.00 | — | 9,021 | — | ↗ |
| 2020-05-11 | Lukatch Heath | Director | A-Award | A | Common Stock | 4,540 | 0.00 | — | 10,021 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Kevin R.M. Smith Chief Executive Officer and President, Director | 711.1K | — | 1.87M | — | — | 28.2K | 2.61M | 71.72% | ↗ |
| 2 | 2025 | Michael Bourque Former Executive Vice President, Chief Financial Officer, and Corporate Treasurer | 450.1K | — | 1.06M | — | 162.0K | 34.2K | 1.71M | 62.17% | ↗ |
| 3 | 2025 | Jennifer Yi Boyer Executive Vice President, Enterprise Enablement and Chief Human Resources Officer | 426.7K | — | 812.3K | — | 128.0K | 102.4K | 1.47M | 55.28% | ↗ |
| 4 | 2025 | Kevin P. Smith General Counsel & EVP Business Development | 432.5K | — | 874.8K | — | 129.8K | 26.0K | 1.46M | 59.79% | ↗ |
| 5 | 2025 | Gregoire Ramade Executive Vice President, Chief Commercial Officer | 447.4K | — | 812.3K | — | 158.2K | 1.2K | 1.42M | 57.24% | ↗ |
| 6 | 2024 | Kevin R.M. Smith Chief Executive Officer and President, Director | 705.4K | 850.0K | 1.19M | — | 1.41M | 6.6K | 4.16M | 28.54% | ↗ |
| 7 | 2024 | Michael Bourque Former Executive Vice President, Chief Financial Officer, and Corporate Treasurer | 354.7K | 100.0K | 1.00M | — | 425.7K | 5.6K | 1.89M | 53.07% | ↗ |
| 8 | 2024 | Michael Bourque Executive Vice President, Chief Financial Officer, and Corporate Treasurer | 354.7K | 100.0K | 1.00M | — | 425.7K | 5.6K | 1.89M | 53.07% | ↗ |
| 9 | 2024 | Stanislav Glezer Former Executive Vice President, Chief Technology Officer | 220.9K | — | 614.4K | — | — | 316.8K | 1.15M | 53.33% | ↗ |
| 10 | 2024 | Kevin P. Smith General Counsel & EVP Business Development | 189.0K | 100.0K | 500.0K | — | 189.0K | — | 978.0K | 51.12% | ↗ |
| 11 | 2024 | Gregoire Ramade Executive Vice President, Chief Commercial Officer | 386.8K | — | — | — | 486.2K | — | 873.0K | 0.00% | ↗ |
| 12 | 2024 | Michael Sergesketter Former Executive Vice President, Finance and Chief Financial Officer | 177.0K | 10.0K | — | — | — | 3.9K | 190.9K | 0.00% | ↗ |
| 13 | 2023 | Nabil Shabshab, Former Chief Executive Officer and President, Director | 678.5K | — | 2.20M | — | — | 1.41M | 4.29M | 51.33% | ↗ |
| 14 | 2023 | Kevin R.M. Smith, Chief Executive Officer and President, Director | 107.7K | 850.0K | 824.5K | — | — | 14.1K | 1.80M | 45.90% | ↗ |
| 15 | 2023 | Kevin R.M. Smith Chief Executive Officer and President, Director | 107.7K | 850.0K | 824.5K | — | — | 14.1K | 1.80M | 45.90% | ↗ |
| 16 | 2023 | George Parr, Former Executive Vice President, Chief Commercial Officer | 328.6K | — | 880.0K | — | — | 488.9K | 1.70M | 51.84% | ↗ |
| 17 | 2023 | Stanislav Glezer Former Executive Vice President, Chief Technology Officer | 492.6K | — | 880.0K | — | 72.7K | 10.1K | 1.46M | 60.47% | ↗ |
| 18 | 2023 | Stanislav Glezer, Executive Vice President, Chief Technology Officer | 492.6K | — | 880.0K | — | 72.7K | 10.1K | 1.46M | 60.47% | ↗ |
| 19 | 2023 | Kristin Caltrider, Former Executive Vice President, Finance and Chief Financial Officer | 355.5K | — | 880.0K | — | — | 3.1K | 1.24M | 71.04% | ↗ |
| 20 | 2023 | Jason Somer, Executive Vice President, General Counsel and Corporate Secretary | 346.3K | — | 440.0K | — | 42.6K | 12.1K | 841.0K | 52.32% | ↗ |
| 21 | 2023 | Bart Sanford, Former Executive Vice President, Operations | 101.3K | — | — | — | — | 383.6K | 485.0K | 0.00% | ↗ |
| 22 | 2023 | Michael Sergesketter, Executive Vice President, Finance and Chief Financial Officer | 155.1K | — | — | — | — | — | 155.1K | 0.00% | ↗ |
| 23 | 2023 | Michael Sergesketter Former Executive Vice President, Finance and Chief Financial Officer | 155.1K | — | — | — | — | — | 155.1K | 0.00% | ↗ |
| 24 | 2022 | Nabil Shabshab, Former Chief Executive Officer and President, Director | 692.1K | — | 5.32M | — | 242.2K | 8.6K | 6.27M | 84.95% | ↗ |
| 25 | 2022 | Nabil Shabshab, Chief Executive Officer and President, Director | 692.1K | — | 5.32M | — | 242.2K | 8.6K | 6.27M | 84.95% | ↗ |
| 26 | 2022 | Stanislav Glezer, Executive Vice President, Chief Technology Officer | 468.4K | — | 1.97M | — | 98.4K | 9.0K | 2.54M | 77.36% | ↗ |
| 27 | 2022 | Stanislav Glezer Former Executive Vice President, Chief Technology Officer | 468.4K | — | 1.97M | — | 98.4K | 9.0K | 2.54M | 77.36% | ↗ |
| 28 | 2022 | George Parr, Executive Vice President, Chief Commercial Officer | 476.8K | — | 1.72M | — | 100.1K | 28.9K | 2.32M | 73.92% | ↗ |
| 29 | 2022 | George Parr, Former Executive Vice President, Chief Commercial Officer | 476.8K | — | 1.72M | — | 100.1K | 28.9K | 2.32M | 73.92% | ↗ |
| 30 | 2022 | Kristin Caltrider, Executive Vice President, Finance and Chief Financial Officer | 346.9K | 300.0K | 1.49M | — | 72.9K | 2.7K | 2.22M | 67.40% | ↗ |
| 31 | 2022 | Kristin Caltrider, Former Executive Vice President, Finance and Chief Financial Officer | 346.9K | 300.0K | 1.49M | — | 72.9K | 2.7K | 2.22M | 67.40% | ↗ |
| 32 | 2022 | Jason Somer, Executive Vice President, General Counsel and Corporate Secretary | 341.8K | — | 853.0K | — | 59.8K | 8.3K | 1.26M | 67.54% | ↗ |
| 33 | 2022 | Michael Sergesketter Former Executive Vice President, Finance and Chief Financial Officer | 217.5K | 10.0K | — | — | — | — | 227.5K | 0.00% | ↗ |
| 34 | 2022 | Michael Sergesketter, Executive Vice President, Finance and Chief Financial Officer | 217.5K | 10.0K | — | — | — | — | 227.5K | 0.00% | ↗ |
| 35 | 2022 | Michael Sergesketter, Former Executive Vice President, Finance and Chief Financial Officer | 217.5K | 10.0K | — | — | — | — | 227.5K | 0.00% | ↗ |
| 36 | 2021 | Nabil Shabshab, Chief Executive Officer and President, Director | 587.5K | 1.70M | 3.80M | — | 848.9K | 100.0K | 7.04M | 54.00% | ↗ |
| 37 | 2021 | Nabil Shabshab, Former Chief Executive Officer and President, Director | 587.5K | 1.70M | 3.80M | — | 848.9K | 100.0K | 7.04M | 54.00% | ↗ |
| 38 | 2021 | George Parr, Former Executive Vice President, Chief Commercial Officer | 336.2K | 110.0K | 1.20M | — | 342.9K | 10.9K | 2.00M | 60.00% | ↗ |
| 39 | 2021 | George Parr, Executive Vice President, Chief Commercial Officer | 336.2K | 110.0K | 1.20M | — | 342.9K | 10.9K | 2.00M | 60.00% | ↗ |
| 40 | 2021 | Alison Bauerlein, Former Executive Vice President, Finance and Chief Financial Officer | 368.4K | — | 1.30M | — | 250.5K | 2.1K | 1.92M | 67.67% | ↗ |
| 41 | 2021 | Stanislav Glezer, Executive Vice President, Chief Technology Officer | 233.8K | 200.0K | 800.0K | — | 194.5K | — | 1.43M | 56.01% | ↗ |
| 42 | 2021 | Byron Myers, Former Executive Vice President, Marketing | 199.2K | 60.0K | 399.9K | — | — | 350.0K | 1.01M | 39.63% | ↗ |
| 43 | 2021 | Bart Sanford, Executive Vice President, Operations | 330.3K | — | 399.9K | — | 225.4K | 2.6K | 958.2K | 41.74% | ↗ |
| 44 | 2021 | Scott Wilkinson, Former Chief Executive Officer and President, Director | 224.1K | — | — | — | — | — | 224.1K | 0.00% | ↗ |
| 45 | 2021 | Michael Sergesketter, Former Executive Vice President, Finance and Chief Financial Officer | 27.7K | — | — | — | — | — | 27.7K | 0.00% | ↗ |
| 46 | 2021 | Michael Sergesketter, Executive Vice President, Finance and Chief Financial Officer | 27.7K | — | — | — | — | — | 27.7K | 0.00% | ↗ |
| 47 | 2020 | Scott Wilkinson, Former Chief Executive Officer and President, Director | 529.0K | — | 2.00M | — | — | — | 2.53M | 79.08% | ↗ |
| 48 | 2020 | Alison Bauerlein, Former Executive Vice President, Finance and Chief Financial Officer | 369.8K | — | 800.0K | — | — | 3.7K | 1.17M | 68.17% | ↗ |
| 49 | 2020 | Alison Bauerlein, Executive Vice President, Finance and Chief Financial Officer | 369.8K | — | 800.0K | — | — | 3.7K | 1.17M | 68.17% | ↗ |
| 50 | 2020 | Arron Retterer, Executive Vice President, Sales | 125.0K | — | 700.0K | — | — | — | 825.0K | 84.85% | ↗ |
| 51 | 2020 | Byron Myers, Former Executive Vice President, Marketing | 352.7K | — | 399.9K | — | — | 1.4K | 754.0K | 53.04% | ↗ |
| 52 | 2020 | Byron Myers, Executive Vice President, Marketing | 352.7K | — | 399.9K | — | — | 1.4K | 754.0K | 53.04% | ↗ |
| 53 | 2020 | Bart Sanford, Executive Vice President, Operations | 327.5K | — | 399.9K | — | — | 3.3K | 730.7K | 54.73% | ↗ |
| 54 | 2019 | Scott Wilkinson, Chief Executive Officer and President, Director | 520.6K | — | 2.00M | — | — | — | 2.52M | 79.34% | ↗ |
| 55 | 2019 | Scott Wilkinson, Former Chief Executive Officer and President, Director | 520.6K | — | 2.00M | — | — | — | 2.52M | 79.34% | ↗ |
| 56 | 2019 | Alison Bauerlein, Former Executive Vice President, Finance and Chief Financial Officer | 365.5K | — | 799.9K | — | — | 5.6K | 1.17M | 68.31% | ↗ |
| 57 | 2019 | Alison Bauerlein, Executive Vice President, Finance and Chief Financial Officer | 365.5K | — | 799.9K | — | — | 5.6K | 1.17M | 68.31% | ↗ |
| 58 | 2019 | Bart Sanford, Executive Vice President, Operations | 327.5K | — | 699.8K | — | — | 45.1K | 1.07M | 65.25% | ↗ |
| 59 | 2019 | Byron Myers, Executive Vice President, Marketing | 351.3K | — | 519.9K | — | — | 5.6K | 876.8K | 59.29% | ↗ |
| 60 | 2019 | Byron Myers, Executive Vice President, Sales and Marketing | 351.3K | — | 519.9K | — | — | 5.6K | 876.8K | 59.29% | ↗ |
| 61 | 2019 | Byron Myers, Former Executive Vice President, Marketing | 351.3K | — | 519.9K | — | — | 5.6K | 876.8K | 59.29% | ↗ |
| 62 | 2019 | Brenton Taylor, Executive Vice President, Engineering | 320.3K | — | 519.9K | — | — | 5.6K | 845.8K | 61.47% | ↗ |
| 63 | 2018 | Scott Wilkinson, Chief Executive Officer and President, Director | 494.5K | — | 1.75M | — | 443.0K | — | 2.69M | 65.11% | ↗ |
| 64 | 2018 | Scott Wilkinson, Former Chief Executive Officer and President, Director | 494.5K | — | 1.75M | — | 443.0K | — | 2.69M | 65.11% | ↗ |
| 65 | 2018 | Alison Bauerlein, Executive Vice President, Finance and Chief Financial Officer | 355.2K | — | 699.9K | — | 181.9K | 5.5K | 1.24M | 56.33% | ↗ |
| 66 | 2018 | Brenton Taylor, Executive Vice President, Engineering | 310.4K | — | 455.0K | — | 158.9K | 5.5K | 929.8K | 48.93% | ↗ |
| 67 | 2018 | Byron Myers, Executive Vice President, Marketing | 309.6K | — | 455.0K | — | 158.5K | 5.5K | 928.6K | 48.99% | ↗ |
| 68 | 2018 | Byron Myers, Executive Vice President, Sales and Marketing | 309.6K | — | 455.0K | — | 158.5K | 5.5K | 928.6K | 48.99% | ↗ |
| 69 | 2018 | Bart Sanford, Executive Vice President, Operations | 91.2K | — | 718.4K | — | 100.0K | 18.7K | 928.4K | 77.39% | ↗ |
| 70 | 2017 | Scott Wilkinson, Chief Executive Officer and President, Director | 402.2K | — | 2.10M | — | 346.2K | — | 2.85M | 73.72% | ↗ |
| 71 | 2017 | Alison Bauerlein, Executive Vice President, Finance and Chief Financial Officer | 336.3K | — | 647.5K | — | 168.1K | 5.4K | 1.16M | 55.95% | ↗ |
| 72 | 2017 | Byron Myers, Executive Vice President, Sales and Marketing | 245.0K | — | 546.9K | — | 122.2K | 5.4K | 919.5K | 59.48% | ↗ |
| 73 | 2017 | Brenton Taylor, Executive Vice President, Engineering | 297.5K | — | 341.2K | — | 148.8K | 5.4K | 792.9K | 43.04% | ↗ |
| 74 | 2017 | Matthew Scribner, Executive Vice President, Operations | 292.5K | — | 341.2K | — | 146.3K | 5.4K | 785.4K | 43.45% | ↗ |
| 75 | 2017 | Raymond Huggenberger, Director and former Chief Executive Officer | 129.1K | — | — | 281.0K | — | 38.7K | 448.8K | 62.61% | ↗ |
| 76 | 2016 | Raymond Huggenberger, Director | 552.1K | — | — | 1.87M | 618.8K | — | 3.04M | 61.44% | ↗ |
| 77 | 2016 | Raymond Huggenberger, Director and former Chief Executive Officer | 552.1K | — | — | 1.87M | 618.8K | — | 3.04M | 61.44% | ↗ |
| 78 | 2016 | Scott Wilkinson, Chief Executive Officer and President, Director | 336.3K | — | — | 1.44M | 301.5K | — | 2.08M | 69.33% | ↗ |
| 79 | 2016 | Alison Bauerlein, Executive Vice President, Finance and Chief Financial Officer | 326.3K | — | — | 1.27M | 195.0K | — | 1.79M | 70.93% | ↗ |
| 80 | 2016 | Brenton Taylor, Executive Vice President, Engineering | 291.3K | — | — | 1.06M | 174.0K | — | 1.53M | 69.49% | ↗ |
| 81 | 2016 | Matthew Scribner, Executive Vice President, Operations | 286.1K | — | — | 848.0K | 171.0K | — | 1.31M | 64.98% | ↗ |
| 82 | 2015 | Raymond Huggenberger, Chief Executive Officer and Director | 480.3K | — | — | 1.47M | 484.8K | — | 2.43M | 60.34% | ↗ |
| 83 | 2015 | Raymond Huggenberger, Director and former Chief Executive Officer | 480.3K | — | — | 1.47M | 484.8K | — | 2.43M | 60.34% | ↗ |
| 84 | 2015 | Raymond Huggenberger, Director | 480.3K | — | — | 1.47M | 484.8K | — | 2.43M | 60.34% | ↗ |
| 85 | 2015 | Alison Bauerlein, Executive Vice President, Finance and Chief Financial Officer | 293.5K | — | — | 1.10M | 169.3K | — | 1.56M | 70.42% | ↗ |
| 86 | 2015 | Alison Bauerlein, Executive Vice President, Finance and Chief Financial Officer, Corporate Secretary and Corporate Treasurer | 293.5K | — | — | 1.10M | 169.3K | — | 1.56M | 70.42% | ↗ |
| 87 | 2015 | Scott Wilkinson, Chief Executive Officer and President, Director | 278.6K | — | — | 1.10M | 160.7K | — | 1.54M | 71.49% | ↗ |
| 88 | 2015 | Scott Wilkinson, President and Chief Operating Officer | 278.6K | — | — | 1.10M | 160.7K | — | 1.54M | 71.49% | ↗ |
| 89 | 2014 | Raymond Huggenberger, Director | 435.1K | — | — | 1.09M | 396.0K | — | 1.92M | 56.76% | ↗ |
| 90 | 2014 | Raymond Huggenberger, Chief Executive Officer and Director | 435.1K | — | — | 1.09M | 396.0K | — | 1.92M | 56.76% | ↗ |
| 91 | 2014 | Alison Bauerlein, Executive Vice President, Finance and Chief Financial Officer, Corporate Secretary and Corporate Treasurer | 267.8K | — | — | 410.9K | 162.0K | — | 840.7K | 48.88% | ↗ |
| 92 | 2014 | Alison Bauerlein, Executive Vice President, Finance and Chief Financial Officer | 267.8K | — | — | 410.9K | 162.0K | — | 840.7K | 48.88% | ↗ |
| 93 | 2014 | Scott Wilkinson, President and Chief Operating Officer | 256.1K | — | — | 321.3K | 154.8K | — | 732.1K | 43.88% | ↗ |
| 94 | 2014 | Scott Wilkinson, Chief Executive Officer and President, Director | 256.1K | — | — | 321.3K | 154.8K | — | 732.1K | 43.88% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Kevin R. Smith | President, Chief Executive Officer & Director | 739.3K | male |
| Jennifer Yi Boyer | Executive Vice President of Enterprise Enablement & Chief Human Resources Officer | 657.1K | female |
| Michael J. Bourque | Advisor | 646.4K | male |
| Grgoire Ramade | Executive Vice President & Chief Commercial Officer | 606.8K | male |
| Kevin Smith | General Counsel, Secretary & Executive Vice President of Business Development | 588.2K | male |
| Naga Rameswamy | Chief Technology Officer | — | male |
| Paul Andreassi | Executive VP and Chief Quality & Regulatory Affairs Officer | — | male |
| Dominic Hulton | Chief Marketing Officer | — | male |
| Philip Corrin | Senior Vice President of Operations & Supply Chain | — | male |
| Jason A. Richardson | CFO, Executive VP & Treasurer | — | male |
| Krishna Jhaveri | Chief Medical Officer | — | — |
| Lorna Williams | Senior Vice President of Investor Relations | — | female |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2018-11-20 | 2018-12-13 | Lamar Smith | TX21 | — | Purchase | $1,001 - $15,000 | ↗ |
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Community Opinion for INGN
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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