Subscribe

Intellinetics, Inc. (INLX)

USD5.71 +0.31 (+5.74%)
US AMEX Technology Software - Application
Address 2190 Dividend Drive 43228
Columbus, OH, US
CEO Alison G. Forsythe
IPO 2012-02-22
CIK 1081745 ISIN US45825X2045

Explore sections of this company profile

Description

Intellinetics, Inc. is a company that specializes in creating, developing, testing, commercializing, and licensing document-related services and software solutions within the United States. The firm operates through two primary divisions: Document Management and Document Conversion. Its proprietary software platform empowers clients to capture and efficiently organize a wide array of documents, encompassing both scanned physical records and various digital formats such as Microsoft Office 365 files, images, audio, video, and emails. At the core of its offerings is the IntelliCloud platform, a comprehensive software suite integrating advanced image processing capabilities, records management functionalities, workflow automation, and other modular components. Beyond software, Intellinetics provides essential support services including system installation, integration assistance, user training, and expert consulting. It also ensures continuous software maintenance and dedicated customer assistance. The company further extends its services to include physical document handling, offering digital scanning for paper, microfilm, and microfiche, secure box storage, provision of scanning equipment, and both software and hardware repair. Additionally, they provide long-term archival and retrieval options for paper and microfilm. Intellinetics also delivers business process outsourcing (BPO) solutions. Its distribution strategy involves sales through both reseller networks and direct channels, and it offers its software solutions as a service (SaaS) accessible over the internet. The company serves a diverse clientele, including commercial businesses, various levels of government (federal, county, and municipal), and specialized sectors like healthcare, K-12 education, public safety, other public sector entities, risk management firms, and financial institutions. Established in 1996, the company was initially known as GlobalWise Investments, Inc. before officially rebranding as Intellinetics, Inc. in September 2014. Its corporate headquarters are located in Columbus, Ohio.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD5.71 +0.31 (+5.74%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
3.1K
Beta
0.25
Float Shares
2.88M
Free Float %
64.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+7.11% +8.17% +11.30% -4.12% -14.38% -3.76% -42.39% +80.71% +71.05% -84.64% -98.27%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
5.71
DCF (Unlevered) 8.73 +52.9%
DCF (Levered) 9.25 +61.9%

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

Ratings Trend (MoM) 100% Bullish
Rating 2026-02 Change
Strong Buy 1 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
1.84
Grey zone
Piotroski F-Score
4 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Software - Application: +13.0%
    -8.0% Q1'26: -8.0% (vs Q1'25)
  • EPS growth Software - Application: +28.6%
    -238.5% Q1'26: -58.8% (vs Q1'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    -5.6% Q1'26: -6.5% (vs Q1'25)
  • EBIT margin Software - Application: +9.4%
    -10.8% Q1'26: +0.0% (vs Q1'25)
  • ROIC Software - Application: +7.5%
    -17.0% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Software - Application: +0.0%
    +2.4% Q1'26: +3.1% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    -3.05× Q1'26: -0.40× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.32) × ERP
WACC = 95% × Ke + 5% × Kd (5.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 8.72 Current price: 5.71
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Revenue
2.62M
est: 2.70M (-2.8%)
2.38M
est: 2.34M (+1.6%)
2.54M
est: 2.44M (+4.1%)
8.25M
est: 8.03M (+2.8%)
11.46M
est: 11.61M (-1.3%)
14.02M
est: 13.72M (+2.1%)
16.89M
est: 16.79M (+0.6%)
18.02M
est: 17.90M (+0.7%)
16.58M
est: 16.41M (+1.1%)
19.00M
19.00M – 19.00M
+15.8% YoY
EBITDA
-743.7K
est: 247.9K (-400.0%)
-1.47M
est: 215.1K (-781.4%)
-1.10M
est: 223.6K (-593.5%)
-1.05M
est: 736.8K (-242.3%)
2.86M
est: 1.07M (+168.3%)
2.19M
est: 1.26M (+73.9%)
2.08M
est: 1.54M (+35.0%)
1.03M
est: 1.98M (-48.2%)
-542.9K
est: 1.82M (-129.9%)
2.10M
2.10M – 2.10M
+15.8% YoY
EBIT
-755.5K
est: 32.8K (-2,401.6%)
-1.47M
est: 28.5K (-5,277.6%)
-1.15M
est: 29.6K (-3,991.9%)
-1.75M
est: 97.6K (-1,894.3%)
1.81M
est: 141.2K (+1,182.3%)
827.3K
est: 166.8K (+395.9%)
1.11M
est: 204.2K (+442.4%)
-173.5K
est: 590.9K (-129.4%)
-1.79M
est: 541.6K (-430.2%)
627.3K
627.3K – 627.3K
+15.8% YoY
Net Income
-1.36M
est: -16.81M (+91.9%)
-2.34M
est: -27.31M (+91.4%)
-2.13M
est: -25.21M (+91.5%)
-2.20M
est: -1.26M (-74.6%)
1.36M
est: 1.89M (-28.2%)
24.0K
est: -126.0K (+119.1%)
519.3K
est: 630.2K (-17.6%)
-546.2K
est: -817.2K (+33.2%)
-1.87M
est: -1.98M (+5.3%)
-1.25M
-1.25M – -1.25M
+37.0% YoY
SGA
3.02M
est: 1.41M (+114.6%)
3.10M
est: 1.22M (+154.3%)
3.11M
est: 1.27M (+145.2%)
4.54M
est: 4.18M (+8.6%)
5.42M
est: 6.05M (-10.4%)
6.92M
est: 7.15M (-3.3%)
8.48M
est: 8.75M (-3.1%)
10.57M
est: 9.84M (+7.4%)
11.50M
est: 9.02M (+27.5%)
10.45M
10.45M – 10.45M
+15.8% YoY
EPS
-3.91
est: -4.00 (+2.3%)
-6.60
est: -6.50 (-1.5%)
-8.41
est: -6.00 (-40.2%)
-0.91
est: -0.30 (-203.3%)
0.48
est: 0.45 (+6.7%)
0.01
est: -0.03 (+121.3%)
0.13
est: 0.15 (-13.3%)
-0.13
est: -0.19 (+31.6%)
-0.44
est: -0.46 (+4.3%)
-0.29
-0.29 – -0.29
+37.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-13 C+ 2/5 4/5 1/5 1/5 3/5 1/5 3/5
2026-05-12 C+ 2/5 4/5 1/5 1/5 3/5 1/5 3/5
2026-05-11 C+ 2/5 4/5 1/5 1/5 3/5 1/5 3/5
2026-05-08 C+ 2/5 4/5 1/5 1/5 3/5 1/5 3/5
2026-05-07 C+ 2/5 4/5 1/5 1/5 3/5 1/5 3/5
2026-05-06 C+ 2/5 4/5 1/5 1/5 3/5 1/5 3/5
2026-05-04 C+ 2/5 4/5 1/5 1/5 3/5 1/5 3/5
2026-05-01 C+ 2/5 4/5 1/5 1/5 3/5 1/5 3/5
2026-04-30 C+ 2/5 4/5 1/5 1/5 3/5 1/5 3/5
2026-04-29 C+ 2/5 4/5 1/5 1/5 3/5 1/5 3/5
2026-04-28 C+ 2/5 4/5 1/5 1/5 3/5 1/5 3/5
2026-04-27 C+ 2/5 4/5 1/5 1/5 2/5 1/5 3/5
2026-04-24 C+ 2/5 4/5 1/5 1/5 2/5 1/5 3/5
2026-04-23 C+ 2/5 4/5 1/5 1/5 2/5 1/5 3/5
2026-04-22 C+ 2/5 4/5 1/5 1/5 2/5 1/5 3/5
2026-04-20 C+ 2/5 4/5 1/5 1/5 2/5 1/5 3/5
2026-04-17 C+ 2/5 4/5 1/5 1/5 2/5 1/5 3/5
2026-04-16 C+ 2/5 4/5 1/5 1/5 2/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
4.8K
OE per share TTM
-0.01
Owner's Yield
0.01%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
25.5%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
5
Total invested
3.08M
Insider transactions (90d)
0
Beneficial owners (>5%)
1
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Taglich 15.67M 11.00% 15.67M 15.67M IN USA 2020-03-17

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
5
-5 vs prev Q
New positions
2
Closed positions
7
Increased
2
Reduced
2
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BARD ASSOCIATES INC 332.4K +112.8K (+51.3%) 2.65M +169.6K (+6.8%) 7.58% +2.412 pp 0.68% +0.022 pp USD9.12 -12.5% 8 qtrs
2 VANGUARD GROUP INC 70.1K +— (+0.0%) 559.0K -250.4K (-30.9%) 1.60% -0.051 pp 0.00% +0.000 pp USD10.38 -23.1% 9 qtrs
3 GEODE CAPITAL MANAGEMENT, LLC 28.6K -139.0 (-0.5%) 228.3K -97.8K (-30.0%) 0.65% -0.024 pp 0.00% +0.000 pp USD7.04 +13.4% 10 qtrs
4 ESSEX FINANCIAL SERVICES, INC. 11.3K +11.3K (+100.0%) 90.4K +90.4K (+100.0%) 0.26% +0.258 pp 0.01% +0.005 pp USD7.98 +0.0% 1 qtrs NEW
5 CETERA INVESTMENT ADVISERS 11.2K +— (+0.0%) 89.4K -37.2K (-29.4%) 0.26% -0.008 pp 0.00% +0.000 pp USD11.55 -30.9% 2 qtrs
6 BLACKROCK, INC. 7.5K +4.0 (+0.1%) 60.0K -25.0K (-29.4%) 0.17% -0.005 pp 0.00% +0.000 pp USD12.33 -35.3% 3 qtrs
7 MORGAN STANLEY 2.0K +— (+0.0%) 16.0K -6.6K (-29.4%) 0.05% -0.002 pp 0.00% +0.000 pp USD6.37 +25.3% 8 qtrs
8 UBS GROUP AG 371.00 -3.2K (-89.7%) 3.0K -37.7K (-92.7%) 0.01% -0.076 pp 0.00% +0.000 pp USD11.55 -30.9% 9 qtrs
9 TOWER RESEARCH CAPITAL LLC (TRC) 99.00 -56.0 (-36.1%) 790.00 -1.0K (-55.9%) 0.00% -0.001 pp 0.00% +0.000 pp USD11.55 -30.9% 13 qtrs
10 BANK OF AMERICA CORP /DE/ 3.00 +— (+0.0%) 24.00 -10.0 (-29.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.33 -22.7% 9 qtrs
11 JPMORGAN CHASE & CO -6.0 (-100.0%) -68.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 10 qtrs SOLD
12 CITIGROUP INC -38.0 (-100.0%) -439.0 (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 14 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.00% 52.0K 0.60%
2 Vanguard Extended Market ETF VXF 0.00% 203.5K 0.05%
3 Dimensional - US Core Equity 1 ETF DCOR 0.00% 4.8K 0.14%
4 Dimensional - US Core Equity 2 ETF DFAC 0.00% 3.7K 0.17%
5 Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO 0.00% 52.66 0.17%
6 Vanguard U.S. Total Market Shares Index ETF VTS.AX 0.00% 259.66 0.03%
7 Vanguard U.S. Total Market Index ETF VUN.TO 0.00% 712.96 0.17%
8 Vanguard Total Stock Market ETF VTI 0.00% 121.9K 0.03%
9 Vanguard All-Equity ETF Portfolio VEQT.TO 0.00% 266.59 0.22%
10 Vanguard Growth ETF Portfolio VGRO.TO 0.00% 145.44 0.22%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.75
Neutral
Ratio by volume
3.00
Bullish
Buys
3
Sells
4
Shares acquired
133.2K
Shares disposed
16.8K
Cash buys
Cash sales
Net activity
+116,441
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-08 Spain Joseph D Officer F-InKind D Common Stock 843 7.25 6.1K 30,907 D
2026-04-08 Chretien Matthew L Officer F-InKind D Common Stock 810 7.25 5.9K 54,475 D
2026-04-01 Forsythe Alison G. Officer A-Award A Common Stock 48,533 7.45 361.6K 133,197 D
2026-02-17 Forsythe Alison G. Officer 0 0.00 0
2025-10-07 TAGLICH ROBERT 10% Owner S-Sale D Common Stock 35,732 11.00 393.1K 458,642 I
2025-10-07 TAGLICH MICHAEL N Director / 10% Owner S-Sale D Common Stock 35,732 11.00 393.1K 734,650 I
2025-06-23 DESOCIO JAMES F Director / Officer F-InKind D Common Stock 9,330 12.88 120.2K 73,725 D
2025-06-21 TAGLICH MICHAEL N Director / 10% Owner A-Award A Non-Qualified Stock Option 9,000 12.88 115.9K 87,124 D
2025-06-21 SEID PAUL Director A-Award A Non-Qualified Stock Option 4,500 12.88 58.0K 10,500 D
2025-06-21 Guttilla John C Director A-Award A Non-Qualified Stock Option 4,500 12.88 58.0K 10,500 D
2025-06-18 Bernier Russell Jean Director WARRANT 200 12.50 2.5K 0 D
2025-04-02 Spain Joseph D Officer F-InKind D Common Stock 2,471 14.28 35.3K 31,750 D
2025-04-02 DESOCIO JAMES F Director / Officer F-InKind D Common Stock 2,965 14.28 42.3K 58,055 D
2025-04-02 Chretien Matthew L Officer F-InKind D Common Stock 2,471 14.28 35.3K 55,285 D
2025-03-28 Spain Joseph D Officer F-InKind D Common Stock 599 12.12 7.3K 34,221 D
2025-03-28 Guttilla John C Director P-Purchase A Common Stock 3,000 12.00 36.0K 24,905 D
2025-03-28 DESOCIO JAMES F Director / Officer A-Award A Common Stock 10,000 12.12 121.2K 62,008 D
2025-03-28 Chretien Matthew L Officer A-Award A Common Stock 7,500 12.12 90.9K 58,497 D
2024-12-05 Guttilla John C Director P-Purchase A Common Stock 3,500 14.50 50.8K 21,905 I
2024-08-19 TAGLICH MICHAEL N Director / 10% Owner P-Purchase A Common Stock 951 9.00 8.6K 770,382
2024-08-16 TAGLICH MICHAEL N Director / 10% Owner A-Award A Non-Qualified Stock Option 12,000 8.78 105.4K 78,124
2024-08-16 SEID PAUL Director A-Award A Non-Qualified Stock Option 6,000 8.78 52.7K 6,000
2024-08-16 Kahn Roger E. Director A-Award A Non-Qualified Stock Option 6,000 8.78 52.7K 6,000
2024-08-16 JAWORSKI STANLEY P. JR Director A-Award A Non-Qualified Stock Option 4,500 12.88 58.0K 10,500 D
2024-08-16 Guttilla John C Director A-Award A Non-Qualified Stock Option 6,000 8.78 52.7K 6,000
2024-05-29 Guttilla John C Director P-Purchase A COMMON STOCK 10,000 6.60 66.0K 18,405
2024-04-02 Spain Joseph D Officer A-Award A Common Stock 25,000 6.74 168.5K 91,247
2024-04-02 DESOCIO JAMES F Director / Officer A-Award A Common Stock 30,000 6.74 202.2K 182,827
2024-04-02 Chretien Matthew L Officer A-Award A Common Stock 25,000 6.74 168.5K 94,932
2023-12-28 TAGLICH MICHAEL N Director / 10% Owner A-Award A COMMON STOCK 4,054 0.00 779,121
2023-12-28 SEID PAUL Director A-Award A COMMON STOCK 5,405 0.00 189,523
2023-12-28 Kahn Roger E. Director A-Award A COMMON STOCK 5,405 0.00 13,762
2023-12-28 JAWORSKI STANLEY P. JR Director I COMMON STOCK 0 0.00 5,405
2023-12-28 Guttilla John C Director A-Award A COMMON STOCK 5,405 0.00 8,405
2023-12-28 Cooke William Director A-Award A COMMON STOCK 8,784 0.00 13,361
2023-06-22 SEID PAUL Director I Common Stock 0 0.00 87,458
2023-06-13 TAGLICH ROBERT 10% Owner P-Purchase A Common Stock 1,000 3.39 3.4K 453,149
2022-11-10 Guttilla John C Director D Common Stock 0 0.00 3,000
2022-05-13 TAGLICH ROBERT 10% Owner J-Other A WARRANTS 30,607 4.62 141.4K 66,125
2022-05-13 TAGLICH MICHAEL N Director J-Other A WARRANTS 30,607 0.00 66,124
2022-05-13 Cooke William Director J-Other A WARRANTS 26,094 4.62 120.6K 34,694
2022-04-14 Spain Joseph D Officer A-Award A Incentive Stock Option 12,975 0.00 37,975
2022-04-14 DESOCIO JAMES F Officer A-Award A Incentive Stock Options 25,952 0.00 127,854
2022-04-14 Chretien Matthew L Director / Officer A-Award A Incentive Stock Option 6,488 6.08 39.4K 28,488
2022-04-01 TAGLICH ROBERT 10% Owner P-Purchase A COMMON STOCK 6,493 4.62 30.0K 458,642
2022-04-01 TAGLICH MICHAEL N Director P-Purchase A COMMON STOCK 4,329 4.62 20.0K 615,977
2022-01-06 Pibouin Sophie Director A-Award A COMMON STOCK 1,408 0.00 9,651
2022-01-06 Kahn Roger E. Director A-Award A COMMON STOCK 1,056 0.00 8,360
2022-01-06 D'Orazio Rye Director A-Award A COMMON STOCK 1,056 0.00 11,209
2022-01-06 Cooke William Director A-Award A COMMON STOCK 4,577 0.00 4,577
2021-02-16 SCHROEDER ROBERT C Director A-Award A COMMON STOCK 6,900 0.00 44,477
2021-02-16 Pibouin Sophie Director A-Award A COMMON STOCK 2,123 0.00 8,243
2021-02-16 Kahn Roger E. Director A-Award A COMMON STOCK 1,592 0.00 7,304
2021-02-16 D'Orazio Rye Director A-Award A COMMON STOCK 1,592 0.00 10,153
2020-12-07 TAGLICH ROBERT 10% Owner S-Sale D COMMON STOCK 3,397 3.73 12.7K 278,990
2020-09-02 Spain Joseph D Officer A-Award A INCENTIVE STOCK OPTION 20,000 4.00 80.0K 25,000
2020-09-02 DESOCIO JAMES F Director / Officer A-Award A INCENTIVE STOCK OPTION 25,000 4.00 100.0K 50,000
2020-09-02 Chretien Matthew L Director / Officer A-Award A INCENTIVE STOCK OPTION 20,000 4.00 80.0K 22,211
2020-03-02 TAGLICH ROBERT 10% Owner C-Conversion D CONVERTIBLE NOTE 100,000 0.65 65.0K 3,399,920
2020-03-02 TAGLICH MICHAEL N 10% Owner C-Conversion D CONVERTIBLE NOTE 200,000 0.20 40.0K 3,550,362
2020-03-02 Spain Joseph D Officer P-Purchase A COMMON STOCK 16,000 1,000.00 16.00M 116,000
2020-03-02 SCHROEDER ROBERT C Director C-Conversion D CONVERTIBLE NOTE 25,000 0.65 16.3K 579,379
2020-03-02 DESOCIO JAMES F Director / Officer C-Conversion D CONVERTIBLE NOTE 40,000 0.20 8.0K 1,250,000
2020-03-02 Cooke William Director D WARRANT 7,200 4.00 28.8K 0
2020-01-02 SCHROEDER ROBERT C Director A-Award A COMMON STOCK 464,286 0.00 1,353,977
2020-01-02 Pibouin Sophie Director A-Award A COMMON STOCK 142,857 0.00 306,005
2020-01-02 Kahn Roger E. Director A-Award A COMMON STOCK 107,143 0.00 285,608
2020-01-02 D'Orazio Rye Director A-Award A COMMON STOCK 107,143 0.00 428,092
2019-11-15 TAGLICH ROBERT 10% Owner P-Purchase A Convertible Note 0 0.00 3,553,766
2019-11-15 TAGLICH MICHAEL N 10% Owner P-Purchase A Convertible Note 0 0.00 4,934,977
2019-03-11 Spain Joseph D Officer A-Award A Incentive Stock Option 150,000 0.13 19.5K 250,000
2019-03-11 DESOCIO JAMES F Director / Officer A-Award A Incentive Stock Option 1,250,000 0.13 162.5K 1,450,000
2019-03-11 Chretien Matthew L Director / Officer A-Award A Incentive Stock Option 100,000 0.13 13.0K 110,595
2019-01-07 SCHROEDER ROBERT C Director A-Award A COMMON STOCK 295,455 0.00 889,691
2019-01-07 Pibouin Sophie Director A-Award A COMMON STOCK 90,910 0.00 163,148
2019-01-07 Kahn Roger E. Director A-Award A COMMON STOCK 68,182 0.00 178,465
2019-01-07 D'Orazio Rye Director A-Award A COMMON STOCK 68,182 0.00 320,949
2019-01-04 DESOCIO JAMES F Director / Officer A-Award A COMMON STOCK 272,728 0.00 272,728
2018-09-26 TAGLICH ROBERT 10% Owner P-Purchase A Convertible Note 0 0.13 3,334,766
2018-09-26 TAGLICH MICHAEL N 10% Owner P-Purchase A Convertible Note 0 0.13 4,715,977
2018-09-26 SCHROEDER ROBERT C Director J-Other A WARRANT 152,000 0.18 27.4K 617,841
2018-09-26 Cooke William Director D WARRANT 700 9.00 6.3K 0
2018-01-11 TAGLICH ROBERT 10% Owner J-Other A Warrant 210,000 0.25 52.5K 1,796,305
2018-01-11 TAGLICH MICHAEL N 10% Owner J-Other A Warrant 210,000 0.25 52.5K 3,177,516
2018-01-11 SCHROEDER ROBERT C Director J-Other A Warrant 148,360 0.25 37.1K 465,841
2018-01-08 Kahn Roger E. Director A-Award A COMMON STOCK 51,191 0.00 110,283
2018-01-05 SCHROEDER ROBERT C Director A-Award A COMMON STOCK 210,114 0.00 594,236
2018-01-05 Pibouin Sophie Director A-Award A COMMON STOCK 52,631 0.00 72,238
2018-01-05 D'Orazio Rye Director A-Award A COMMON STOCK 39,473 0.00 252,767
2017-11-30 Cooke William Director D WARRANT 700 12.50 8.8K 0
2017-11-29 TAGLICH ROBERT 10% Owner C-Conversion A Convertible Note 75,000 0.20 15.0K 1,703,572
2017-11-29 TAGLICH MICHAEL N 10% Owner C-Conversion A Convertible Note 0 0.20 3,084,783
2017-11-17 TAGLICH MICHAEL N 10% Owner P-Purchase A Convertible Note 0 0.30 2,967,516
2017-11-17 DESOCIO JAMES F Director / Officer P-Purchase A Convertible Note 0 0.20 1,450,000
2017-10-05 Kahn Roger E. Director D Common stock 0 0.00 59,092
2017-09-25 DESOCIO JAMES F Director / Officer D OPTION 500,000 0.38 190.0K 0
2017-09-21 TAGLICH ROBERT 10% Owner P-Purchase A Warrant 75,000 0.30 22.5K 1,586,305
2017-09-21 TAGLICH MICHAEL N 10% Owner P-Purchase A Warrant 75,000 0.30 22.5K 1,967,516
2017-08-16 SCHROEDER ROBERT C Director P-Purchase A Common Stock 50,000 0.25 12.5K 384,122
2017-03-22 Pibouin Sophie Director A-Award A COMMON STOCK 2,941 0.00 19,607
2017-01-05 SCHROEDER ROBERT C Director A-Award A Common stock 8,333 0.00 334,122
2017-01-05 Pibouin Sophie Director A-Award A Common stock 8,333 0.00 16,666
2017-01-05 GROSS MURRAY H Director A-Award A Common stock 36,111 0.00 388,654
2017-01-05 Chretien Matthew L Director / Officer C-Conversion D Warrant 500,000 0.01 3.5K 110,595
2017-01-03 D'Orazio Rye Director A-Award A Common Stock 8,333 0.00 213,294
2016-12-30 TAGLICH ROBERT 10% Owner J-Other D Convertible Note 0 0.00 1,099,726
2016-12-30 TAGLICH MICHAEL N 10% Owner J-Other A Convertible Note 0 0.65 1,404,014
2016-12-30 SCHROEDER ROBERT C Director J-Other A Convertible Note 0 0.65 317,481
2016-12-06 Spain Joseph D Officer D-Return D Incentive Stock Option 100,000 0.76 76.0K 0
2016-11-30 TAGLICH ROBERT 10% Owner P-Purchase A Warrant 25,000 0.68 17.0K 1,099,726
2016-11-30 TAGLICH MICHAEL N 10% Owner P-Purchase A Convertible Note 0 0.00 1,250,168
2016-11-30 SCHROEDER ROBERT C Director P-Purchase A Warrant 6,250 0.68 4.3K 279,020
2016-02-15 Chretien A Michael Officer X-InTheMoney D WARRANT 500,000 0.01 3.5K 0
2016-01-27 TAGLICH ROBERT 10% Owner J-Other A Warrant 170,275 0.72 121.7K 1,074,726
2016-01-27 TAGLICH MICHAEL N 10% Owner J-Other A Warrant 208,112 0.72 148.8K 1,225,162
2016-01-27 SCHROEDER ROBERT C Director J-Other A Warrant 182,240 0.72 130.3K 272,770
2016-01-25 TAGLICH MICHAEL N 10% Owner P-Purchase A Warrant 12,599 0.65 8.2K 1,017,050
2016-01-25 Kahn Roger E. Director D Warrants 12,500 0.65 8.1K 0
2016-01-25 GROSS MURRAY H Director P-Purchase A COMMON STOCK 20,000 1.20 24.0K 352,543
2016-01-02 SCHROEDER ROBERT C Director A-Award A Common Stock 8,333 0.00 325,789
2016-01-02 Pibouin Sophie Director A-Award A COMMON STOCK 8,333 0.00 8,333
2016-01-02 GROSS MURRAY H Director A-Award A COMMON STOCK 36,111 0.90 32.5K 332,543
2016-01-02 D'Orazio Rye Director A-Award A Common Stock 8,333 0.00 204,961
2016-01-02 Chretien Matthew L Director / Officer A-Award A Common Stock 8,333 0.00 927,366
2016-01-01 Gill Kendall Duane Officer A-Award A OPTION 50,000 0.90 45.0K 50,000
2016-01-01 Chretien Matthew L Director / Officer D-Return D Incentive Stock Option 100,000 0.90 90.0K 10,595
2015-12-31 TAGLICH ROBERT 10% Owner C-Conversion A Warrant 849,987 0.65 552.5K 904,451
2015-12-31 TAGLICH MICHAEL N 10% Owner C-Conversion A Warrant 849,987 0.65 552.5K 1,004,451
2015-12-31 SCHROEDER ROBERT C Director C-Conversion D Convertible Note 0 0.00 42,142
2015-12-31 GROSS MURRAY H Director C-Conversion A Warrant 53,169 0.65 34.6K 693,169
2015-12-31 Chretien Matthew L Director / Officer C-Conversion A Common Stock 22,705 12,715.00 288.69M 919,033
2015-12-29 TAGLICH MICHAEL N 10% Owner P-Purchase A COMMON STOCK 50,000 1.20 60.0K 290,936
2015-10-31 Pibouin Sophie Director D Non-Qualified Stock Option 32,000 0.75 24.0K 0
2015-09-22 TAGLICH ROBERT 10% Owner P-Purchase A Convertible Note 0 0.58 1,995,983
2015-09-22 TAGLICH MICHAEL N 10% Owner P-Purchase A Convertible Note 0 0.58 1,995,983
2015-08-26 TAGLICH ROBERT 10% Owner P-Purchase A Convertible Note 0 0.60 1,909,777
2015-08-26 TAGLICH MICHAEL N 10% Owner P-Purchase A Convertible Note 0 0.60 1,909,777
2015-08-07 TAGLICH ROBERT 10% Owner J-Other D Convertible Note 0 0.00 1,677,323
2015-08-07 TAGLICH MICHAEL N 10% Owner J-Other A Convertible Note 0 0.57 1,849,777
2015-07-15 TAGLICH ROBERT 10% Owner P-Purchase A Convertible Note 0 0.00 1,667,323
2015-07-15 TAGLICH MICHAEL N 10% Owner P-Purchase A Convertible Note 0 0.00 1,667,323
2015-04-30 GROSS MURRAY H Director D Common stock 0 0.00 182,499
2015-03-11 TAGLICH ROBERT 10% Owner P-Purchase A Convertible Note 0 0.30 1,667,323
2015-03-11 TAGLICH MICHAEL N 10% Owner P-Purchase A Convertible Note 0 0.30 1,667,323
2015-02-10 TAGLICH ROBERT 10% Owner P-Purchase A Convertible Note 0 0.30 1,500,656
2015-02-10 TAGLICH MICHAEL N 10% Owner P-Purchase A Convertible Note 0 0.30 1,500,656
2015-01-25 TAGLICH MICHAEL N 10% Owner P-Purchase A COMMON STOCK 25,198 1.20 30.2K 2,806,364
2014-12-17 TAGLICH ROBERT 10% Owner P-Purchase A Convertible Note 0 0.30 1,333,989
2014-12-17 TAGLICH MICHAEL N 10% Owner P-Purchase A Convertible Note 0 0.30 1,333,989
2014-10-24 Moss Thomas D Director J-Other D Common Stock 177,032 0.24 42.5K 177,032
2014-10-09 TAGLICH ROBERT 10% Owner P-Purchase A Convertible Note 80,000 0.30 24.0K 1,000,656
2014-10-09 TAGLICH MICHAEL N 10% Owner P-Purchase A Convertible Note 0 0.30 1,000,656
2014-10-09 SCHROEDER ROBERT C Director P-Purchase A Convertible Note 0 0.30 145,714
2014-09-03 SCHROEDER ROBERT C Director P-Purchase A Convertible Note 0 0.56 95,714
2014-09-03 Chretien Matthew L Director / Officer / 10% Owner P-Purchase A Warrants 500,000 0.01 3.5K 500,000
2014-09-03 Chretien A Michael Director / Officer / 10% Owner P-Purchase A Warrants 500,000 0.01 3.5K 500,000
2014-09-01 TAGLICH ROBERT 10% Owner D Convertible Note 625,954 0.56 350.5K 0
2014-09-01 TAGLICH MICHAEL N 10% Owner D Common stock 0 0.00 240,936
2014-05-30 GROSS MURRAY H Director D Convertible Note 89,285 0.56 50.0K 0
2014-04-29 SCHROEDER ROBERT C Director P-Purchase A Common Stock 1,086,550 0.03 32.6K 1,286,550
2013-09-10 SCHROEDER ROBERT C Director D Common Stock 0 0.00 200,000
2013-03-06 TAGLICH ROBERT 10% Owner D Warrant 41,071 1.68 69.0K 0
2013-03-06 TAGLICH MICHAEL N 10% Owner D Warrant 41,071 1.68 69.0K 0
2013-02-28 SCHROEDER ROBERT C Director D Warrants (right to buy) 265,000 0.24 63.6K 0
2013-02-07 TAGLICH ROBERT 10% Owner D Warrant 13,393 1.96 26.3K 0
2013-02-07 TAGLICH MICHAEL N 10% Owner D Warrant 13,393 1.96 26.3K 0
2013-01-28 SCHROEDER ROBERT C Director D Warrants (right to buy) 30,000 0.28 8.4K 0
2013-01-14 haddix roy h Director C-Conversion A Common Stock 311,434 0.32 99.7K 1,843,943
2012-12-31 haddix roy h Director C-Conversion D 3.25% Convertible Promissory Note due 2013 0 0.30 1,292,509
2012-12-31 Shealy Ramon M 0 0.00 0
2012-12-13 haddix roy h Director D Common Stock 0 0.00 705,501
2012-11-26 haddix roy h Director D Common Stock Warrants (right to buy) 85,714 0.70 60.0K 0
2012-09-24 Gill Kendall Duane Officer A-Award A Common Stock 250,000 0.00 250,000
2012-02-27 Shealy Ramon M Director D Common Stock 0 0.00 548,700
2012-02-27 Moss Thomas D Director D Common Stock 0 0.00 2,478,450
2012-02-27 D'Orazio Rye Director D Common Stock 0 0.00 1,376,400
2012-02-10 Santiago William J Director / Officer / 10% Owner D Common Stock 0 0.00 3,259,650
2012-02-10 Chretien Matthew L Officer / 10% Owner D Common Stock 0 0.00 9,774,300
2012-02-10 Chretien A Michael Officer / 10% Owner D Common Stock 0 0.00 9,727,800

Executive team

Top executives
EBIT / Employee
-13.0K
Shares Outstanding
4.47M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 James F. DeSocio President and Chief Executive Officer 355.0K 124.7K 1.9K 481.6K 25.90%
2 2025 Joseph D. Spain Chief Financial Officer and Treasurer 240.0K 93.7K 6.9K 340.6K 27.52%
3 2025 Matthew L. Chretien Secretary and Chief Strategy Officer 212.0K 93.7K 16.5K 322.2K 29.08%
4 2024 James F. DeSocio President and Chief Executive Officer 355.0K 264.9K 73.1K 2.0K 695.0K 38.11%
5 2024 James F. DeSocio President and Chief Executive Officer 355.0K 338.0K 2.0K 695.0K 48.64%
6 2024 Joseph D. Spain Chief Financial Officer and Treasurer 240.0K 269.5K 6.3K 515.9K 52.25%
7 2024 Joseph D. Spain Chief Financial Officer and Treasurer 240.0K 220.8K 48.8K 6.3K 515.9K 42.79%
8 2024 Matthew L. Chretien Secretary and Chief Strategy Officer 212.0K 220.8K 47.0K 14.8K 494.5K 44.64%
9 2024 Matthew L. Chretien Secretary and Chief Strategy Officer 212.0K 267.7K 14.8K 494.5K 54.14%
10 2023 James F. DeSocio President and Chief Executive Officer 300.0K 60.0K 2.2K 362.2K 0.00%
11 2023 Matthew L. Chretien Secretary and Chief Strategy Officer 200.0K 30.0K 14.8K 244.8K 0.00%
12 2023 Joseph D. Spain Chief Financial Officer and Treasurer 200.0K 30.0K 6.3K 236.3K 0.00%
13 2014 Matthew L. Chretien President and Chief Executive Officer and Treasurer 173.1K 173.1K 0.00%
14 2014 Thomas D. Moss Chief Software Engineer 145.0K 145.0K 0.00%
15 2014 Kendall D. Gill Chief Financial Officer 134.3K 134.3K 0.00%
16 2014 William J. Santiago Former President and Chief Executive Officer
17 2013 Matthew L. Chretien President and Chief Executive Officer and Treasurer 195.0K 200.9K 0.00%
18 2013 Matthew L. Chretien Interim President and Chief Executive Officer and Treasurer 1.95M 195.0K 0.00%
19 2013 Kendall D. Gill Chief Financial Officer 145.0K 145.0K 0.00%
20 2013 William J. Santiago Former President and Chief Executive Officer 132.8K 132.8K 0.00%
21 2013 Thomas D. Moss Chief Software Engineer 132.4K 132.4K 0.00%
22 2012 Kendall D. Gill Chief Financial Officer 652.9K 175.0K 240.3K 72.83%
23 2012 William J. Santiago Former President and Chief Executive Officer 2.04M 4.8K 208.8K 0.00%
24 2012 Matthew L. Chretien Interim President and Chief Executive Officer and Treasurer 1.95M 5.9K 200.9K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-30 DEF 14A
2025-04-30 DEF 14A
2024-04-29 DEF 14A
2023-05-01 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-04 ARS
2026-04-30 DEF 14A
2026-04-10 4
2026-04-10 4
2026-04-03 4
2026-03-30 8-K
2026-03-30 10-K
2026-03-02 3
2026-02-17 8-K
2026-01-27 8-K

Executive team

NameTitleCompensationGender
Joseph D. Spain CFO, COO & Treasurer 249.7K male
Matthew L. Chretien Co-Founder, Chief Strategy Officer & Secretary 231.3K male
Thomas D. Moss Co-Founder & Vice President 145.0K male
Tessa Tyler Chief Education Officer female
Roger Grabner Director of Marketing male
Alison Forsythe President & CEO female
Ryan Bell Chief Technology Officer male
ESG Rating
B
SOFTWARE - APPLICATION
Rank: 165 out of 254
2024
E (Environmental)
61.0 / 66.0
Company / Sector avg.
S (Social)
63.2 / 69.5
Company / Sector avg.
G (Governance)
61.3 / 67.5
Company / Sector avg.
ESG Total
61.8 / 67.7
Company / Sector avg.
ESG Score History SOFTWARE - APPLICATION
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

Share your view on this stock and instantly see how the community has voted over the last 6 months.

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.

Dividend history

Earnings history

Earnings reports

Stock splits