Español 
Deutsch 
Français 
MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
Innventure, Inc. (INV)
USD4.47
-0.08 (-1.76%)
US NASDAQ Financial Services Asset Management
Address
6900 Tavistock Lakes Boulevard 32827
Orlando, FL, US
Orlando, FL, US
CEO
Gregory William Haskell
Website
innventure.com
IPO
2021-11-29
CIK 2001557 ISIN US45784M1080
Description
Innventure, Inc. identifies, funds, and operates companies with a focus on sustainable technology solutions acquired or licensed from multinational corporations. Innventure, Inc. was founded in 2015 and is headquartered in Orlando, Florida.
News Sentiment (7d)
Based on only 1 article — low confidence
- Are Business Services Stocks Lagging Innventure, Inc. (INV) This Year? Zacks Investment Research
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 | 1D | 1W | 2W | 3W | 1M |
|---|
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
USD4.47
-0.08 (-1.76%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
2M
Beta
0.37
Float Shares
49.83M
Free Float %
92.1%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -8.20% | -6.54% | +46.09% | +115.38% | +66.75% | +60.77% | +29.23% | -35.26% | -32.80% | -32.80% | -32.80% |
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From
To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
Loading histogram data…
Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
4.47
Low
8.00
+79.2%
Consensus
8.00
+79.2%
Median
8.00
+79.2%
High
8.00
+79.2%
Ratings Trend (MoM)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 2 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 1 |
8.00
+79.2%
|
| All Time | 1 |
8.00
+79.2%
|
Quality scores
Altman Z-Score
0.38
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
0 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
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 Asset Management: +17.4%+68.5% ★ Q1'26: +544.2% (vs Q1'25)
-
EPS growth Asset Management: +22.7%-208.0% Q1'26: +91.3% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%-22,578.5% Q1'26: -2,417.0% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%-23,305.2% Q1'26: -1,891.7% (vs Q1'25)
-
ROIC Asset Management: +6.5%-104.9% Q1'26: -16.3% (vs Q1'25)
-
Share dilution Asset Management: +0.0%+22.0% Q1'26: +68.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×-0.07× Q1'26: -0.06× (vs Q1'25)
Valuation Multiples
From
To
Consensus Estimates
| Metric |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 1 EPS Ana. |
Dec 2027 3 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|
| Revenue |
1.22M
est: 1.25M (-2.4%)
|
2.06M
est: 3.19M (-35.6%)
|
36.81M
24.15M – 44.32M
+1,052.8% YoY
|
145.87M
105.83M – 208.99M
+296.2% YoY
|
| EBITDA |
-93.11M
est: -750.0K (-12,314.4%)
|
-456.65M
est: -1.92M (-23,733.5%)
|
-22.09M
-26.59M – -14.49M
-1,052.8% YoY
|
-87.52M
-125.40M – -63.50M
-296.2% YoY
|
| EBIT |
-98.71M
est: -750.0K (-13,061.2%)
|
-479.16M
est: -1.92M (-24,908.1%)
|
-22.09M
-26.59M – -14.49M
-1,052.8% YoY
|
-87.52M
-125.40M – -63.50M
-296.2% YoY
|
| Net Income |
-78.19M
est: -65.31M (-19.7%)
|
-293.32M
est: -285.17M (-2.9%)
|
-54.06M
-60.92M – -47.20M
+81.0% YoY
|
-26.85M
-31.55M – -22.15M
+50.3% YoY
|
| SGA |
62.45M
est: 30.11M (+107.4%)
|
76.34M
est: 76.91M (-0.7%)
|
886.66M
581.78M – 1.07B
+1,052.8% YoY
|
3.51B
2.55B – 5.03B
+296.2% YoY
|
| EPS |
-1.75
est: -1.20 (-45.8%)
|
-5.39
est: -5.25 (-2.8%)
|
-0.99
-1.12 – -0.87
+81.1% YoY
|
-0.49
-0.58 – -0.41
+50.3% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-12 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-11 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-08 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-07 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-06 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-05 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-04 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-01 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-30 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-29 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-28 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-27 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-24 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-23 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-22 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-21 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-20 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-17 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-16 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-83.44M
OE per share TTM
-1.59
Owner's Yield
-21.44%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
55.5%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
43
Total invested
40.67M
Insider transactions (90d)
7
Beneficial owners (>5%)
11
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Gregory D. Wasson | 8.70M | 19.50% | — | 8.70M | — | 8.70M | IN | — | 2024-10-07 | ↗ |
| 2 | Kimberly Wasson | 8.70M | 19.50% | — | 8.70M | — | 8.70M | IN | — | 2024-10-07 | ↗ |
| 3 | WE-INN LLC | 8.70M | 19.50% | — | 8.70M | — | 8.70M | OO | — | 2024-10-07 | ↗ |
| 4 | YA II PN, Ltd. | 4.95M | 9.99% | — | 4.95M | — | 4.95M | OO | Cayman Islands | 2024-11-01 | ↗ |
| 5 | Aaron Weitman | 3.95M | 7.39% | — | 3.95M | — | 3.95M | HC, IN | Cayman Islands | 2024-11-15 | ↗ |
| 6 | CastleKnight Fund GP LLC | 3.95M | 7.39% | — | 3.95M | — | 3.95M | OO | Cayman Islands | 2024-11-15 | ↗ |
| 7 | CastleKnight Management GP LLC | 3.95M | 7.39% | — | 3.95M | — | 3.95M | OO | Cayman Islands | 2024-11-15 | ↗ |
| 8 | CastleKnight Management LP | 3.95M | 7.39% | — | 3.95M | — | 3.95M | IA, PN | Cayman Islands | 2024-11-15 | ↗ |
| 9 | CastleKnight Master Fund LP | 3.95M | 7.39% | — | 3.95M | — | 3.95M | PN | Cayman Islands | 2024-11-15 | ↗ |
| 10 | Weitman Capital LLC | 3.95M | 7.39% | — | 3.95M | — | 3.95M | OO | Cayman Islands | 2024-11-15 | ↗ |
| 11 | (1) Ascent Capital Partners LLC | 3.17M | 7.10% | 3.17M | — | 3.17M | — | IA | Arizona | 2024-10-18 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
43
-46 vs prev Q
New positions
20
Closed positions
61
Increased
34
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 | PNC FINANCIAL SERVICES GROUP, INC. | 3.07M +— (+0.0%) | 12.85M -4.9M (-27.8%) | 5.50% -0.346 pp | 0.01% -0.004 pp | USD5.08 -17.7% | 4 qtrs — |
| 2 | BLACKROCK, INC. | 1.77M +1.4M (+330.9%) | 7.38M +5.0M (+211.1%) | 3.16% +2.383 pp | 0.00% +0.000 pp | USD6.03 -30.7% | 5 qtrs — |
| 3 | VANGUARD GROUP INC | 1.73M +204.9K (+13.4%) | 7.25M -1.6M (-18.1%) | 3.10% +0.195 pp | 0.00% +0.000 pp | USD6.94 -39.8% | 5 qtrs — |
| 4 | YORKVILLE ADVISORS GLOBAL, LP | 1.30M +1.3M (+17,166.7%) | 5.41M +5.4M (+12,365.4%) | 2.32% +2.305 pp | 3.41% +3.393 pp | USD4.19 -0.2% | 2 qtrs — |
| 5 | DRIEHAUS CAPITAL MANAGEMENT LLC | 1.26M +1.3M (+100.0%) | 5.25M +5.3M (+100.0%) | 2.25% +2.250 pp | 0.04% +0.036 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 6 | ABUNDANCE WEALTH COUNSELORS | 782.2K +27.9K (+3.7%) | 3.27M -1.1M (-25.1%) | 1.40% -0.035 pp | 0.55% -0.196 pp | USD4.78 -12.6% | 3 qtrs — |
| 7 | STIFEL FINANCIAL CORP | 694.4K +694.4K (+100.0%) | 2.90M +2.9M (+100.0%) | 1.24% +1.243 pp | 0.00% +0.003 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 692.9K +692.9K (+100.0%) | 2.90M +2.9M (+100.0%) | 1.24% +1.241 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 680.0K +333.6K (+96.3%) | 2.84M +837.0K (+41.7%) | 1.22% +0.558 pp | 0.00% +0.000 pp | USD5.98 -30.1% | 5 qtrs — |
| 10 | TITLEIST ASSET MANAGEMENT, LLC | 492.6K +492.6K (+100.0%) | 2.06M +2.1M (+100.0%) | 0.88% +0.882 pp | 0.17% +0.166 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 11 | STATE STREET CORP | 483.8K +350.4K (+262.5%) | 2.02M +1.2M (+161.7%) | 0.87% +0.612 pp | 0.00% +0.000 pp | USD4.80 -12.9% | 5 qtrs — |
| 12 | BELPOINTE ASSET MANAGEMENT LLC | 459.6K +78.6K (+20.6%) | 1.92M -284.6K (-12.9%) | 0.82% +0.098 pp | 0.07% -0.015 pp | USD5.30 -21.1% | 3 qtrs — |
| 13 | MILLENNIUM MANAGEMENT LLC | 249.9K +249.9K (+100.0%) | 1.04M +1.0M (+100.0%) | 0.45% +0.447 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 249.2K +67.3K (+37.0%) | 1.04M -11.8K (-1.1%) | 0.45% +0.100 pp | 0.00% +0.000 pp | USD9.97 -58.1% | 5 qtrs — |
| 15 | MARINER, LLC | 210.9K +44.7K (+26.9%) | 881.7K -80.8K (-8.4%) | 0.38% +0.061 pp | 0.00% 0.000 pp | USD5.45 -23.3% | 2 qtrs — |
| 16 | NORTHERN TRUST CORP | 187.3K +132.5K (+241.8%) | 783.1K +465.7K (+146.8%) | 0.34% +0.231 pp | 0.00% +0.000 pp | USD6.64 -37.0% | 5 qtrs — |
| 17 | UBS GROUP AG | 162.3K +80.3K (+97.8%) | 678.6K +203.4K (+42.8%) | 0.29% +0.135 pp | 0.00% +0.000 pp | USD4.73 -11.6% | 5 qtrs — |
| 18 | NEWEDGE ADVISORS, LLC | 151.0K +151.0K (+100.0%) | 631.1K +631.1K (+100.0%) | 0.27% +0.270 pp | 0.00% +0.002 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 19 | DIAMETRIC CAPITAL, LP | 133.1K +108.0K (+430.7%) | 556.5K +411.2K (+283.1%) | 0.24% +0.191 pp | 0.15% +0.095 pp | USD4.52 -7.5% | 4 qtrs — |
| 20 | MARSHALL WACE, LLP | 125.5K +99.9K (+390.1%) | 524.8K +376.5K (+253.8%) | 0.22% +0.176 pp | 0.00% +0.000 pp | USD4.51 -7.3% | 2 qtrs — |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 115.8K +55.8K (+93.0%) | 484.1K +136.7K (+39.4%) | 0.21% +0.093 pp | 0.01% +0.003 pp | USD5.01 -16.6% | 2 qtrs — |
| 22 | FORTRESS WEALTH GROUP, LLC | 143.7K +— (+0.0%) | 472.7K +51.7K (+12.3%) | 0.26% -0.016 pp | 0.18% -0.005 pp | USD5.09 -17.9% | 4 qtrs — |
| 23 | GROUP ONE TRADING, L.P. | 97.3K +97.3K (+100.0%) | 406.9K +406.9K (+100.0%) | 0.17% +0.174 pp | 0.00% +0.001 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 24 | RAYMOND JAMES FINANCIAL INC | 78.7K +78.7K (+100.0%) | 329.2K +329.2K (+100.0%) | 0.14% +0.141 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 25 | SIMPLEX TRADING, LLC | 76.9K +76.9K (+100.0%) | 321.4K +321.4K (+100.0%) | 0.14% +0.138 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 26 | CRESSET ASSET MANAGEMENT, LLC | 75.5K +1.7K (+2.2%) | 315.4K -111.9K (-26.2%) | 0.14% -0.005 pp | 0.00% -0.001 pp | USD4.79 -12.7% | 3 qtrs — |
| 27 | XTX TOPCO LTD | 74.0K +74.0K (+100.0%) | 309.2K +309.2K (+100.0%) | 0.13% +0.132 pp | 0.01% +0.008 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 28 | CITADEL ADVISORS LLC | 72.6K +72.6K (+100.0%) | 303.5K +303.5K (+100.0%) | 0.13% +0.130 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 29 | ANGELES WEALTH MANAGEMENT, LLC | 69.0K +— (+0.0%) | 288.2K -111.0K (-27.8%) | 0.12% -0.008 pp | 0.02% -0.009 pp | USD4.80 -12.9% | 3 qtrs — |
| 30 | BANK OF NEW YORK MELLON CORP | 66.5K +66.5K (+100.0%) | 278.1K +278.1K (+100.0%) | 0.12% +0.119 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 31 | ROYAL BANK OF CANADA | 60.8K +60.8K (+100.0%) | 254.0K +254.0K (+100.0%) | 0.11% +0.109 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 5 qtrs — |
| 32 | BARCLAYS PLC | 59.5K +59.5K (+100.0%) | 248.6K +248.6K (+100.0%) | 0.11% +0.107 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 33 | MOORE CAPITAL MANAGEMENT, LP | 50.0K +— (+0.0%) | 209.0K -80.5K (-27.8%) | 0.09% -0.006 pp | 0.00% -0.001 pp | USD13.85 -69.8% | 5 qtrs — |
| 34 | BANK OF AMERICA CORP /DE/ | 49.6K +49.3K (+17,546.6%) | 207.3K +205.6K (+12,639.6%) | 0.09% +0.088 pp | 0.00% +0.000 pp | USD4.22 -0.9% | 5 qtrs — |
| 35 | JANE STREET GROUP, LLC | 48.8K +48.8K (+100.0%) | 204.0K +204.0K (+100.0%) | 0.09% +0.087 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 36 | — | 46.0K +46.0K (+100.0%) | 192.3K +192.3K (+100.0%) | 0.08% +0.082 pp | 0.19% +0.189 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 37 | MORGAN STANLEY | 44.4K +43.2K (+3,759.3%) | 185.5K +178.9K (+2,686.0%) | 0.08% +0.077 pp | 0.00% +0.000 pp | USD4.34 -3.7% | 5 qtrs — |
| 38 | EVERGREEN CAPITAL MANAGEMENT LLC | 35.3K +35.3K (+100.0%) | 147.7K +147.7K (+100.0%) | 0.06% +0.063 pp | 0.00% +0.003 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 39 | NUVEEN, LLC | 33.1K +33.1K (+100.0%) | 138.2K +138.2K (+100.0%) | 0.06% +0.059 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 40 | GOLDMAN SACHS GROUP INC | 32.9K +4.6K (+16.4%) | 137.6K -26.2K (-16.0%) | 0.06% +0.005 pp | 0.00% +0.000 pp | USD5.56 -24.8% | 5 qtrs — |
| 41 | RENAISSANCE TECHNOLOGIES LLC | 32.0K +32.0K (+100.0%) | 133.8K +133.8K (+100.0%) | 0.06% +0.057 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 42 | WELLS FARGO & COMPANY/MN | 30.6K +30.6K (+100.0%) | 127.8K +127.8K (+100.0%) | 0.05% +0.055 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 43 | NAVITER WEALTH, LLC | 29.5K +— (+0.0%) | 123.2K -47.4K (-27.8%) | 0.05% -0.003 pp | 0.02% -0.004 pp | USD4.80 -12.9% | 3 qtrs — |
| 44 | VIRTU FINANCIAL LLC | 22.9K +22.9K (+100.0%) | 96.0K +96.0K (+100.0%) | 0.04% +0.041 pp | 0.00% +0.004 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 45 | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 21.6K +21.6K (+100.0%) | 90.3K +90.3K (+100.0%) | 0.04% +0.039 pp | 0.00% +0.002 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 46 | PRELUDE CAPITAL MANAGEMENT, LLC | 21.3K +21.3K (+100.0%) | 89.1K +89.1K (+100.0%) | 0.04% +0.038 pp | 0.01% +0.007 pp | USD4.18 +0.0% | 3 qtrs — |
| 47 | DEUTSCHE BANK AG\ | 20.5K +20.5K (+100.0%) | 85.7K +85.7K (+100.0%) | 0.04% +0.037 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 48 | HRT FINANCIAL LP | 20.1K +20.1K (+100.0%) | 84.0K +84.0K (+100.0%) | 0.04% +0.036 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 49 | RHUMBLINE ADVISERS | 19.5K +19.5K (+100.0%) | 81.5K +81.5K (+100.0%) | 0.03% +0.035 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 50 | SCIENTECH RESEARCH LLC | 17.9K +17.9K (+100.0%) | 74.8K +74.8K (+100.0%) | 0.03% +0.032 pp | 0.05% +0.047 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 51 | LPL FINANCIAL LLC | 16.2K +16.2K (+100.0%) | 67.7K +67.7K (+100.0%) | 0.03% +0.029 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 52 | PRICE T ROWE ASSOCIATES INC /MD/ | 15.7K +15.7K (+100.0%) | 66.0K +66.0K (+100.0%) | 0.03% +0.028 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 53 | INVESCO LTD. | 15.7K +15.7K (+100.0%) | 65.6K +65.6K (+100.0%) | 0.03% +0.028 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 54 | CARMEL CAPITAL PARTNERS, LLC | 15.0K +15.0K (+100.0%) | 62.7K +62.7K (+100.0%) | 0.03% +0.027 pp | 0.02% +0.022 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 55 | ENGINEERS GATE MANAGER LP | 14.9K +14.9K (+100.0%) | 62.3K +62.3K (+100.0%) | 0.03% +0.027 pp | 0.00% +0.001 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 56 | NICOLET ADVISORY SERVICES, LLC | 14.3K -1.1K (-7.3%) | 62.1K -8.0K (-11.4%) | 0.03% -0.004 pp | 0.00% -0.001 pp | USD4.80 -12.9% | 3 qtrs — |
| 57 | JUMP FINANCIAL, LLC | 14.6K +14.6K (+100.0%) | 61.2K +61.2K (+100.0%) | 0.03% +0.026 pp | 0.00% +0.001 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 58 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 12.7K +12.7K (+100.0%) | 53.1K +53.1K (+100.0%) | 0.02% +0.023 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 59 | HIGHTOWER ADVISORS, LLC | 12.5K -12.2K (-49.4%) | 52.3K -90.9K (-63.5%) | 0.02% -0.025 pp | 0.00% 0.000 pp | USD4.80 -12.9% | 3 qtrs — |
| 60 | JPMORGAN CHASE & CO | 10.9K +10.9K (+100.0%) | 45.7K +45.7K (+100.0%) | 0.02% +0.020 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 61 | FORTIS CAPITAL ADVISORS, LLC | 10.8K +— (+0.0%) | 45.1K -17.4K (-27.8%) | 0.02% -0.001 pp | 0.01% -0.003 pp | USD4.80 -12.9% | 3 qtrs — |
| 62 | WESPAC ADVISORS, LLC | 10.0K +10.0K (+100.0%) | 41.8K +41.8K (+100.0%) | 0.02% +0.018 pp | 0.02% +0.023 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 63 | DIVERSIFY ADVISORY SERVICES, LLC | 10.4K +10.4K (+100.0%) | 39.1K +39.1K (+100.0%) | 0.02% +0.019 pp | 0.00% +0.001 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 64 | TOWER RESEARCH CAPITAL LLC (TRC) | 9.2K +9.2K (+100.0%) | 38.6K +38.6K (+100.0%) | 0.02% +0.017 pp | 0.00% +0.001 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 65 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 7.7K +7.7K (+100.0%) | 32.1K +32.1K (+100.0%) | 0.01% +0.014 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 66 | LEGACY BRIDGE, LLC | 7.5K +— (+0.0%) | 31.3K -12.1K (-27.8%) | 0.01% -0.001 pp | 0.01% -0.005 pp | USD13.85 -69.8% | 5 qtrs — |
| 67 | FMR LLC | 6.0K +6.0K (+100.0%) | 25.3K +25.3K (+100.0%) | 0.01% +0.011 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 68 | BNP PARIBAS ARBITRAGE, SNC | 5.9K +5.9K (+100.0%) | 24.7K +24.7K (+100.0%) | 0.01% +0.011 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 69 | FARTHER FINANCE ADVISORS, LLC | 5.0K +5.0K (+100.0%) | 20.9K +20.9K (+100.0%) | 0.01% +0.009 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 70 | STRS OHIO | 4.8K +4.8K (+100.0%) | 20.1K +20.1K (+100.0%) | 0.01% +0.009 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 71 | CITY STATE BANK | 3.0K +— (+0.0%) | 12.5K -4.8K (-27.8%) | 0.01% 0.000 pp | 0.00% -0.002 pp | USD5.79 -27.8% | 2 qtrs — |
| 72 | STRATEGIC INVESTMENT SOLUTIONS, INC. /IL | 2.5K +2.5K (+100.0%) | 10.5K +10.5K (+100.0%) | 0.00% +0.005 pp | 0.00% +0.003 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 73 | LEGAL & GENERAL GROUP PLC | 2.4K +2.4K (+100.0%) | 10.2K +10.2K (+100.0%) | 0.00% +0.004 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 74 | RUSSELL INVESTMENTS GROUP, LTD. | 2.3K +2.3K (+100.0%) | 9.4K +9.4K (+100.0%) | 0.00% +0.004 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 75 | AMERITAS INVESTMENT PARTNERS, INC. | 2.2K +2.2K (+100.0%) | 9.3K +9.3K (+100.0%) | 0.00% +0.004 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 76 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1.7K +1.7K (+100.0%) | 7.0K +7.0K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 77 | STERLING CAPITAL MANAGEMENT LLC | 1.4K +1.4K (+100.0%) | 5.8K +5.8K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 78 | AMALGAMATED BANK | 860.00 +860.0 (+100.0%) | 4.0K +4.0K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 79 | CITIGROUP INC | 620.00 +620.0 (+100.0%) | 2.6K +2.6K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 80 | CIBC PRIVATE WEALTH GROUP, LLC | 500.00 +500.0 (+100.0%) | 2.1K +2.1K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 4 qtrs — |
| 81 | HUNTINGTON NATIONAL BANK | 500.00 +— (+0.0%) | 2.1K -805.0 (-27.8%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD7.71 -45.8% | 4 qtrs — |
| 82 | CYPRESS CAPITAL MANAGEMENT LLC (WY) | 485.00 +485.0 (+100.0%) | 2.0K +2.0K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.002 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 83 | GLOBAL RETIREMENT PARTNERS, LLC | 310.00 +310.0 (+100.0%) | 1.3K +1.3K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD4.18 +0.0% | 1 qtrs NEW |
| 84 | SBI SECURITIES CO., LTD. | 100.00 +— (+0.0%) | 418.00 -161.0 (-27.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD4.80 -12.9% | 3 qtrs — |
| 85 | GPS WEALTH STRATEGIES GROUP, LLC | — -22.0 (-100.0%) | — -127.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 4 qtrs SOLD |
| 86 | SALEM INVESTMENT COUNSELORS INC | — -19.0 (-100.0%) | — -111.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 87 | CASTLEKNIGHT MANAGEMENT LP | — -84.5K (-100.0%) | — -489.1K (-100.0%) | 0.00% -0.161 pp | 0.00% -0.010 pp | USD— | 2 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 41 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Invesco Dorsey Wright SmallCap Momentum ETF DWAS | 0.28% | 1.33M | 0.60% |
| 2 | iShares Micro-Cap ETF IWC | 0.06% | 942.2K | 0.60% |
| 3 | iShares Russell 2000 Value ETF IWN | 0.02% | 2.73M | 0.24% |
| 4 | Vanguard Russell 2000 Value ETF VTWV | 0.01% | 182.0K | 0.06% |
| 5 | Xtrackers Russell 2000 UCITS ETF 1C XRSU.L | 0.01% | 298.3K | 0.30% |
| 6 | State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L | 0.01% | 566.4K | 0.30% |
| 7 | iShares Russell 2000 BuyWrite ETF IWMW | 0.01% | 5.2K | 0.39% |
| 8 | iShares Russell 2000 ETF IWM | 0.01% | 7.58M | 0.19% |
| 9 | iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO | 0.01% | 49.4K | 0.36% |
| 10 | Global X - Russell 2000 ETF RSSL | 0.01% | 130.9K | 0.08% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
7.00
Bullish
Ratio by volume
2.20
Bullish
Buys
14
Sells
2
Shares acquired
1.28M
Shares disposed
585.1K
Cash buys
—
Cash sales
2.00
Net activity
+699,736
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | Hewitt John D. | Director | A-Award | A | Common Stock | 2,561 | 0.00 | — | 2,561 | D | ↗ |
| 2026-04-29 | Hewitt John D. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-04-20 | HENNESSY DANIEL J | Director | S-Sale | D | Common Stock | 582,139 | 5.52 | 3.21M | 182,358 | D | ↗ |
| 2026-04-17 | Yablunosky David | Director / Officer | A-Award | A | Common Stock | 1,236 | 0.00 | — | 543,994 | D | ↗ |
| 2026-04-17 | Otworth Michael | Director / Officer | A-Award | A | Common Stock | 154,829 | 0.00 | — | 3,550,087 | D | ↗ |
| 2026-04-17 | Haskell Gregory W | Director / Officer | A-Award | A | Common Stock | 46,460 | 0.00 | — | 929,803 | D | ↗ |
| 2026-04-17 | Donnally James O | Director | A-Award | A | Common Stock | 27,849 | 0.00 | — | 4,708,121 | I | ↗ |
| 2026-04-14 | HENNESSY DANIEL J | Director | S-Sale | D | Common Stock | 2,992 | 5.01 | 15.0K | 764,497 | D | ↗ |
| 2026-04-02 | Yablunosky David | Director / Officer | A-Award | A | Common Stock | 121,228 | 0.00 | — | 542,758 | D | ↗ |
| 2026-04-02 | Otworth Michael | Director / Officer | A-Award | A | Common Stock | 121,228 | 0.00 | — | 3,395,258 | D | ↗ |
| 2026-04-02 | Niemeyer Suzanne | Director | A-Award | A | Common Stock | 121,228 | 0.00 | — | 659,497 | D | ↗ |
| 2026-04-02 | Haskell Gregory W | Director / Officer | A-Award | A | Common Stock | 121,228 | 0.00 | — | 883,343 | D | ↗ |
| 2026-03-31 | Williams Elizabeth Suzanne | Director | A-Award | A | Common Stock | 3,197 | 3.91 | 12.5K | 32,879 | D | ↗ |
| 2026-03-31 | HENNESSY DANIEL J | Director | A-Award | A | Common Stock | 6,394 | 3.91 | 25.0K | 767,489 | D | ↗ |
| 2026-03-31 | Donnally James O | Director | A-Award | A | Common Stock | 7,033 | 3.91 | 27.5K | 22,305 | D | ↗ |
| 2026-03-31 | Brown Bruce | Director | A-Award | A | Common Stock | 8,951 | 3.91 | 35.0K | 51,585 | D | ↗ |
| 2026-02-26 | Scott John Stewart | Officer | F-InKind | D | Common Stock | 150,053 | 2.80 | 420.1K | 1,814,998 | D | ↗ |
| 2026-02-26 | Otworth Michael | Director / Officer | F-InKind | D | Common Stock | 218,577 | 2.80 | 612.0K | 3,274,030 | D | ↗ |
| 2026-02-20 | Brown Bruce | Director | A-Award | A | Common Stock | 8,202 | 3.83 | 31.4K | 42,634 | D | ↗ |
| 2026-02-17 | Donnally James O | Director | A-Award | A | Common Stock | 7,180 | 3.83 | 27.5K | 22,305 | D | ↗ |
| 2025-12-18 | WE-INN LLC | 10% Owner | S-Sale | D | Common Stock | 252,502 | 4.68 | 1.18M | 6,135,284 | D | ↗ |
| 2025-12-17 | WE-INN LLC | 10% Owner | S-Sale | D | Common Stock | 184,777 | 4.86 | 898.0K | 6,387,786 | D | ↗ |
| 2025-12-04 | HENNESSY DANIEL J | Director | S-Sale | D | Common Stock | 55,840 | 5.19 | 289.8K | 761,095 | D | ↗ |
| 2025-12-03 | WE-INN LLC | 10% Owner | S-Sale | D | Common Stock | 172,589 | 4.76 | 821.5K | 6,572,561 | D | ↗ |
| 2025-12-02 | WE-INN LLC | 10% Owner | S-Sale | D | Common Stock | 117,901 | 4.95 | 583.6K | 6,745,150 | D | ↗ |
| 2025-12-02 | Otworth Michael | Director / Officer | P-Purchase | A | Common Stock | 12,000 | 5.06 | 60.7K | 3,492,607 | D | ↗ |
| 2025-12-02 | HENNESSY DANIEL J | Director | S-Sale | D | Common Stock | 8,450 | 5.01 | 42.3K | 816,935 | D | ↗ |
| 2025-12-01 | WE-INN LLC | 10% Owner | S-Sale | D | Common Stock | 427,301 | 5.11 | 2.18M | 6,863,051 | D | ↗ |
| 2025-12-01 | HENNESSY DANIEL J | Director | S-Sale | D | Common Stock | 81,993 | 5.13 | 420.6K | 825,385 | D | ↗ |
| 2025-12-01 | Austrup Roland | Officer | P-Purchase | A | Common Stock | 4,900 | 5.01 | 24.5K | 868,164 | D | ↗ |
| 2025-11-26 | Scott John Stewart | Officer | S-Sale | D | Common Stock | 452,668 | 5.13 | 2.32M | 1,965,051 | D | ↗ |
| 2025-11-26 | Haskell Gregory W | Director / Officer | P-Purchase | A | Common Stock | 10,000 | 5.14 | 51.4K | 762,115 | D | ↗ |
| 2025-11-25 | HENNESSY DANIEL J | Director | S-Sale | D | Common Stock | 266,367 | 5.31 | 1.41M | 907,378 | D | ↗ |
| 2025-11-21 | Donnally James O | Director | P-Purchase | A | Common Stock | 27,886 | 3.37 | 94.0K | 27,886 | I | ↗ |
| 2025-11-20 | WE-INN LLC | 10% Owner | S-Sale | D | Common Stock | 302,211 | 3.51 | 1.06M | 7,290,352 | D | ↗ |
| 2025-11-20 | Niemeyer Suzanne | Director | P-Purchase | A | Common Stock | 4,000 | 3.40 | 13.6K | 538,269 | D | ↗ |
| 2025-11-19 | WE-INN LLC | 10% Owner | S-Sale | D | Common Stock | 235,765 | 3.34 | 787.5K | 7,592,563 | D | ↗ |
| 2025-11-18 | WE-INN LLC | 10% Owner | S-Sale | D | Common Stock | 263,782 | 3.61 | 952.3K | 7,828,328 | D | ↗ |
| 2025-10-29 | WE-INN LLC | 10% Owner | S-Sale | D | Common Stock | 149,708 | 2.92 | 437.1K | 8,092,110 | D | ↗ |
| 2025-10-27 | WE-INN LLC | 10% Owner | S-Sale | D | Common Stock | 98,167 | 2.97 | 291.6K | 8,241,818 | D | ↗ |
| 2025-10-24 | WE-INN LLC | 10% Owner | S-Sale | D | Common Stock | 263,627 | 3.03 | 798.8K | 8,339,985 | D | ↗ |
| 2025-10-23 | WE-INN LLC | 10% Owner | S-Sale | D | Common Stock | 193,587 | 3.13 | 605.9K | 8,603,612 | D | ↗ |
| 2025-10-22 | WE-INN LLC | 10% Owner | S-Sale | D | Common Stock | 436,296 | 3.01 | 1.31M | 8,797,199 | D | ↗ |
| 2025-10-10 | WE-INN LLC | 10% Owner | S-Sale | D | Common Stock | 2,300 | 3.92 | 9.0K | 557,700 | D | ↗ |
| 2025-10-09 | HENNESSY DANIEL J | Director | S-Sale | D | Common Stock | 10,828 | 5.21 | 56.4K | 1,173,745 | D | ↗ |
| 2025-10-08 | HENNESSY DANIEL J | Director | S-Sale | D | Common Stock | 8,606 | 5.05 | 43.5K | 1,184,573 | D | ↗ |
| 2025-10-07 | HENNESSY DANIEL J | Director | S-Sale | D | Common Stock | 500 | 5.01 | 2.5K | 1,193,179 | D | ↗ |
| 2025-10-06 | HENNESSY DANIEL J | Director | S-Sale | D | Common Stock | 6,265 | 5.11 | 32.0K | 1,193,679 | D | ↗ |
| 2025-09-30 | Donnally James O | Director | A-Award | A | Common Stock | 4,750 | 5.79 | 27.5K | 27,055 | D | ↗ |
| 2025-09-30 | Brown Bruce | Director | A-Award | A | Common Stock | 4,750 | 5.79 | 27.5K | 34,432 | D | ↗ |
| 2025-08-25 | Yablunosky David | Director / Officer | A-Award | A | Common Stock | 112,740 | 0.00 | — | 421,530 | D | ↗ |
| 2025-08-25 | Niemeyer Suzanne | Director | A-Award | A | Common Stock | 225,479 | 0.00 | — | 534,269 | D | ↗ |
| 2025-07-23 | Yablunosky David | Director / Officer | F-InKind | D | Common Stock | 27,276 | 4.92 | 134.2K | 308,790 | D | ↗ |
| 2025-07-23 | Niemeyer Suzanne | Director | F-InKind | D | Common Stock | 27,276 | 4.92 | 134.2K | 308,790 | D | ↗ |
| 2025-06-25 | Williams Elizabeth Suzanne | Director | A-Award | A | Common Stock | 22,305 | 0.00 | — | 29,682 | D | ↗ |
| 2025-06-25 | HENNESSY DANIEL J | Director | A-Award | A | Common Stock | 22,305 | 0.00 | — | 1,199,944 | D | ↗ |
| 2025-06-25 | Donnally James O | Director | A-Award | A | Common Stock | 22,305 | 0.00 | — | 29,682 | D | ↗ |
| 2025-06-25 | Brown Bruce | Director | A-Award | A | Common Stock | 22,305 | 0.00 | — | 29,682 | D | ↗ |
| 2025-06-25 | Amalfitano Michael | Director | A-Award | A | Common Stock | 22,305 | 0.00 | — | 29,682 | D | ↗ |
| 2025-04-25 | Donnally James O | Director | J-Other | A | Common Stock | 3,940,706 | 5.00 | 19.70M | 4,680,272 | I | ↗ |
| 2025-04-24 | Scott John Stewart | Officer | J-Other | A | Common Stock | 452,668 | 5.00 | 2.26M | 2,417,719 | D | ↗ |
| 2025-04-24 | Otworth Michael | Director / Officer | J-Other | A | Common Stock | 228,322 | 5.00 | 1.14M | 3,480,607 | D | ↗ |
| 2025-03-24 | Scott John Stewart | Officer | P-Purchase | A | Series C Preferred Stock | 226,334 | 12.50 | 2.83M | 226,334 | D | ↗ |
| 2025-03-24 | Otworth Michael | Director / Officer | P-Purchase | A | Series C Preferred Stock | 114,161 | 12.50 | 1.43M | 114,161 | D | ↗ |
| 2025-03-24 | Donnally James O | Director | P-Purchase | A | Series C Preferred Stock | 1,392,059 | 12.50 | 17.40M | 1,392,059 | I | ↗ |
| 2025-02-13 | Scott John Stewart | Officer | J-Other | A | Common Stock | 4,280 | 0.00 | — | 1,965,051 | D | ↗ |
| 2025-02-13 | Otworth Michael | Director / Officer | J-Other | A | Common Stock | 7,126 | 0.00 | — | 3,252,285 | D | ↗ |
| 2025-02-13 | Donnally James O | Director | J-Other | D | Common Stock | 58,333 | 0.00 | — | 0 | I | ↗ |
| 2025-02-04 | Yablunosky David | Director / Officer | A-Award | A | Common Stock | 1,236 | 0.00 | — | 32,866 | I | ↗ |
| 2025-02-04 | Scott John Stewart | Officer | A-Award | A | Common Stock | 2,131 | 0.00 | 0.21 | 58,333 | I | ↗ |
| 2025-02-04 | Otworth Michael | Director / Officer | A-Award | A | Common Stock | 2,131 | 0.00 | — | 58,333 | I | ↗ |
| 2025-02-04 | Haskell Gregory W | Director / Officer | A-Award | A | Common Stock | 46,460 | 0.00 | — | 752,115 | D | ↗ |
| 2025-02-04 | Donnally James O | Director | A-Award | A | Common Stock | 80,848 | 0.00 | — | 1,486,512 | I | ↗ |
| 2025-02-04 | Austrup Roland | Officer | A-Award | A | Common Stock | 50,782 | 0.00 | — | 863,264 | D | ↗ |
| 2024-10-02 | Donnally James O | Director | — | — | Common Stock | 0 | 0.00 | — | 711,717 | I | ↗ |
| 2012-11-19 | WRIGHT CAROLE R | Officer | A-Award | A | Stock Option (Right to Buy) | 150,000 | 0.41 | 61.5K | 150,000 | — | ↗ |
| 2012-11-19 | Radcliffe Mark | Director | A-Award | A | Common Stock | 8,232 | 0.41 | 3.4K | 31,670 | — | ↗ |
| 2012-11-19 | REIBER SAM | Officer | A-Award | A | Stock Option (Right to Buy) | 50,000 | 0.41 | 20.5K | 50,000 | — | ↗ |
| 2012-11-19 | MICEK JOHN | Director | A-Award | A | Common Stock | 4,391 | 0.41 | 1.8K | 37,241 | — | ↗ |
| 2012-11-19 | Lanum Asa Willard | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 300,000 | 0.41 | 123.0K | 300,000 | — | ↗ |
| 2012-11-19 | Berset Mark S | Director | A-Award | A | Stock Option (Right to Buy) | 200,000 | 0.41 | 82.0K | 200,000 | — | ↗ |
| 2012-09-11 | Radcliffe Mark | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 23,438 | — | ↗ |
| 2012-09-11 | MICEK JOHN | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 32,850 | — | ↗ |
| 2012-09-11 | Berset Mark S | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 334,883 | — | ↗ |
| 2012-06-20 | Lucas Bruce | Director | P-Purchase | A | Common Stock Warrants (Right to Buy) | 27,174 | 1.16 | 31.5K | 27,174 | — | ↗ |
| 2012-06-20 | Berset Mark S | Director | P-Purchase | A | Common Stock | 217,392 | 0.92 | 200.0K | 329,883 | — | ↗ |
| 2012-06-14 | Lucas Bruce | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2012-05-02 | Radcliffe Mark | Director | A-Award | A | Common Stock | 8,438 | 0.80 | 6.8K | 18,438 | — | ↗ |
| 2012-05-02 | POPE CHARLES L | Director | A-Award | A | Common Stock | 37,875 | 0.80 | 30.3K | 47,875 | — | ↗ |
| 2012-05-02 | MICEK JOHN | Director | A-Award | A | Common Stock | 4,500 | 0.80 | 3.6K | 27,850 | — | ↗ |
| 2012-05-02 | Berset Mark S | Director | A-Award | A | Common Stock | 11,063 | 0.80 | 8.9K | 112,491 | — | ↗ |
| 2011-09-13 | Radcliffe Mark | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 10,000 | — | ↗ |
| 2011-09-13 | POPE CHARLES L | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 10,000 | — | ↗ |
| 2011-09-13 | MICEK JOHN | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 23,350 | — | ↗ |
| 2011-09-13 | Berset Mark S | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 101,428 | — | ↗ |
| 2011-06-07 | WRIGHT CAROLE R | Officer | A-Award | A | Stock Option (Right to Buy) | 60,000 | 2.34 | 140.4K | 60,000 | — | ↗ |
| 2011-04-18 | Lanum Asa Willard | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 250,000 | 2.40 | 600.0K | 250,000 | — | ↗ |
| 2010-12-03 | Radcliffe Mark | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 5,000 | — | ↗ |
| 2010-12-03 | REIBER SAM | Officer | A-Award | A | STOCK OPTION (RIGHT TO BUY) | 25,000 | 0.77 | 19.3K | 25,000 | — | ↗ |
| 2010-12-03 | POPE CHARLES L | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 5,000 | — | ↗ |
| 2010-12-03 | MICEK JOHN | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 18,350 | — | ↗ |
| 2010-12-03 | Chesbrough Henry W | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 5,000 | — | ↗ |
| 2010-12-03 | Berset Mark S | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 96,428 | — | ↗ |
| 2010-08-16 | Lanum Asa Willard | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2005-12-14 | NIERENBERG DAVID | Director / 10% Owner | D-Return | D | Common Stock | 4,600 | 10.30 | 47.4K | 0 | — | ↗ |
| 2005-12-13 | NIERENBERG DAVID | Director / 10% Owner | D-Return | D | Director Grant | 7,500 | 8.18 | 61.4K | 0 | — | ↗ |
| 2005-12-12 | NIERENBERG INVESTMENT MANAGEMENT CO | Director / 10% Owner | S-Sale | D | Common Stock | 1,371,200 | 10.30 | 14.12M | 0 | — | ↗ |
| 2005-12-12 | NIERENBERG DAVID | Director / 10% Owner | D-Return | A | Director Grant | 7,500 | 8.18 | 61.4K | 0 | — | ↗ |
| 2004-06-04 | NIERENBERG DAVID | Director / 10% Owner | P-Purchase | A | Common Stock | 2,300 | 9.24 | 21.3K | 1,371,200 | — | ↗ |
| 2004-06-03 | NIERENBERG DAVID | Director / 10% Owner | P-Purchase | A | Common Stock | 3,800 | 9.25 | 35.2K | 1,368,900 | — | ↗ |
| 2004-06-02 | NIERENBERG DAVID | Director / 10% Owner | P-Purchase | A | Common Stock | 6,000 | 9.25 | 55.5K | 1,365,100 | — | ↗ |
| 2004-05-26 | NIERENBERG DAVID | Director / 10% Owner | P-Purchase | A | Common Stock | 7,000 | 8.86 | 62.0K | 1,359,100 | — | ↗ |
| 2004-05-25 | NIERENBERG DAVID | Director / 10% Owner | P-Purchase | A | Common Stock | 100 | 8.75 | 875.00 | 1,352,100 | — | ↗ |
| 2004-05-24 | NIERENBERG DAVID | Director / 10% Owner | P-Purchase | A | Common Stock | 8,800 | 8.75 | 77.0K | 1,352,000 | — | ↗ |
| 2004-05-20 | NIERENBERG DAVID | Director / 10% Owner | P-Purchase | A | Common Stock | 500 | 8.20 | 4.1K | 1,343,200 | — | ↗ |
| 2004-05-17 | NIERENBERG DAVID | Director / 10% Owner | P-Purchase | A | Common Stock | 2,000 | 7.60 | 15.2K | 1,342,700 | — | ↗ |
| 2004-04-30 | NIERENBERG DAVID | Director / 10% Owner | A-Award | A | Option (right to purchase) | 7,500 | 8.54 | 64.1K | 7,500 | — | ↗ |
| 2004-04-30 | GUNST ROBERT A | Director | A-Award | A | Option (right to purchase) | 7,500 | 8.54 | 64.1K | 7,500 | — | ↗ |
| 2004-03-03 | NIERENBERG DAVID | Director / 10% Owner | — | D | Common Shares | 0 | 0.00 | — | 1,340,700 | — | ↗ |
| 2004-02-11 | GUNST ROBERT A | Director | — | D | Common Stock | 0 | 0.00 | — | 1,000 | — | ↗ |
| 2003-09-25 | TCW GROUP INC | 10% Owner | — | I | Common Stock, $.01 par value | 0 | 0.00 | — | 1,600,000 | — | ↗ |
| 2003-06-19 | TCW GROUP INC | 10% Owner | — | I | Options exercisable for Common Stock | 7,500 | 9.72 | 72.9K | 0 | — | ↗ |
| 2002-07-19 | TCW GROUP INC | 10% Owner | — | I | Options exercisable for Common Stock | 7,500 | 3.30 | 24.8K | 0 | — | ↗ |
| 2001-12-11 | TCW GROUP INC | 10% Owner | — | I | Options exercisable for Common Stock | 7,500 | 1.65 | 12.4K | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
-28.4K
Shares Outstanding
54.11M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Gregory William Haskell | Chief Executive Officer & Director | 994.0K | male |
| John S. Scott | Chief Strategy Officer | 680.3K | — |
| David Yablunosky | Chief Financial Officer & Director | 633.8K | male |
| Michael Otworth | Executive Chairman | 300.0K | male |
| Joshua Claman | Chief Executive Officer of Accelsius | — | male |
| Lucas Harper | Chief Investment Officer | — | male |
| Neal Renuart | Senior Vice President of Accounting | — | male |
| Richard K. Brenner | Co-Founder | — | male |
| Roland Austrup | Chief Growth Officer | — | male |
| Suzanne L. Niemeyer | General Counsel & Director | — | female |
| Andrew D. Meyer | Chief Executive Officer of AeroFlexx | — | male |
| William Grieco | Chief Executive Officer of Refinity | — | — |
ESG Rating
ESG Score History ASSET MANAGEMENT
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.
Community Opinion for INV
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.
