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IRIDEX Corporation (IRIX)

USD1.06 -0.01 (-0.93%)
US NASDAQ Healthcare Medical - Devices
Address 1212 Terra Bella Avenue 94043
Mountain View, CA, US
CEO Patrick Mercer
Website iridex.com
IPO 1996-02-16
CIK 1006045 ISIN US4626841013

Explore sections of this company profile

Description

IRIDEX Corporation is a medical technology firm specializing in ophthalmology. They develop and supply advanced therapeutic laser systems, various delivery instruments, and essential consumable tools designed to address vision-threatening ocular conditions. Their product portfolio includes several laser consoles, each tailored for specific eye conditions. The Cyclo G6 system is specifically engineered for glaucoma treatment. For ailments like diabetic macular edema and other retinal pathologies, IRIDEX provides the IQ 532 and IQ 577 laser photocoagulation systems. Furthermore, the OcuLight series, encompassing models such as TX, SL, SLx, GL, and GLx, offers solutions for managing severe retinal issues like proliferative diabetic retinopathy, macular holes, and retinal tears or detachments. Beyond laser consoles, the company also manufactures specialized delivery instruments. These include the TxCell scanning laser delivery system, which empowers clinicians with multi-spot pattern scanning capabilities. A unique slit lamp adapter enables practitioners to integrate standard slit lamps into their diagnostic and therapeutic workflows. Additionally, a laser indirect ophthalmoscope is available for interventions targeting peripheral retinal disorders. IRIDEX's offerings extend to various probes. The MicroPulse P3 Probe, when coupled with the Cyclo G6 laser system, facilitates MicroPulse transscleral laser therapy. For managing uncontrolled glaucoma, the G-Probe is employed, while both the G-Probe and G-Probe Illuminate are utilized in procedures addressing refractory glaucoma. The EndoProbe product line supports a range of vitrectomy procedures. Their diverse client base spans ophthalmology professionals, academic and research hospitals, government healthcare facilities, specialized surgical centers, general hospitals, veterinary clinics, and private medical practices. Product distribution is handled via an internal and independent sales network across the United States, supplemented by independent distributors for its international markets. Originally incorporated in 1989 as IRIS Medical Instruments, Inc., the company adopted the name IRIDEX Corporation in November 1995. Its corporate headquarters are situated in Mountain View, California.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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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
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Price Chart
Averages
Trend
Price
Levels
Draw
USD1.06 -0.01 (-0.93%)
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Volume Profile
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Liquidity & share structure
Average Volume
252.1K
Beta
0.66
Float Shares
11.42M
Free Float %
65.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.94% +5.00% +1.94% -25.00% +9.38% -7.89% +5.21% -50.24% -86.81% -92.39% -89.76%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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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

Analyst Consensus (4 ratings, all time) Buy
Price Targets & DCF
Current price
1.06
Low 2.75 +159.4%
Consensus 2.75 +159.4%
Median 2.75 +159.4%
High 2.75 +159.4%
Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
2.75
+159.4%
Last Year 2
2.88
+171.7%
All Time 2
2.88
+171.7%
Quality scores
Altman Z-Score
-2.12
Distress
Piotroski F-Score
2 / 9
Weak
MOAT Score
2 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Devices: +11.2%
    +8.2% Q2'26: -0.8% (vs Q1'25)
  • EPS growth Medical - Devices: +28.5%
    +51.9% Q2'26: +70.0% (vs Q1'25)
  • FCF margin FCF growth · Medical - Devices: +30.9%
    -6.9% Q2'26: -12.2% (vs Q1'25)
  • EBIT margin Medical - Devices: +6.2%
    -4.9% Q2'26: -2.7% (vs Q1'25)
  • ROIC Medical - Devices: +3.3%
    -75.0% Q2'26: -29.4% (vs Q1'25)
  • Share dilution Medical - Devices: 0.0%
    +4.6% Q2'26: +3.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Devices: -0.35×
    -4.43× Q2'26: -3.30× (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 (0.65) × ERP
WACC = 80% × Ke + 20% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 1.06
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 1996
actual
Dec 1997
actual
Dec 2001
actual
Dec 2013
actual
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
Jan 2024
actual
Dec 2024
actual
Jan 2025
actual
Dec 2025
actual
Jan 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Jan 2027
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Jan 2028
1 Rev. Ana.
1 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Jan 2029
1 Rev. Ana.
1 EPS Ana.
Revenue
12.40M
est: 15.49M (-19.9%)
18.10M
est: 16.89M (+7.1%)
27.28M
est: 39.49M (-30.9%)
38.27M
est: 30.41M (+25.9%)
41.76M
est: 41.64M (+0.3%)
46.16M
est: 46.15M (+0.0%)
41.59M
est: 41.57M (+0.1%)
42.60M
est: 42.00M (+1.4%)
43.45M
est: 42.57M (+2.1%)
36.35M
est: 36.28M (+0.2%)
53.90M
est: 53.31M (+1.1%)
56.97M
est: 56.95M (+0.0%)
51.87M
est: 49.70M (+4.4%)
48.67M
est: 49.70M (-2.1%)
48.67M
est: 49.60M (-1.9%)
49.60M
est.
52.69M
est.
52.69M
52.69M – 52.69M
+7.3% YoY
56.55M
56.55M – 56.55M
+7.3% YoY
53.00M
53.00M – 53.00M
+13.4% YoY
60.12M
60.12M – 60.12M
+13.4% YoY
56.77M
56.77M – 56.77M
+12.1% YoY
63.61M
63.61M – 63.61M
+12.1% YoY
60.09M
60.09M – 60.09M
-5.5% YoY
EBITDA
1.20M
est: 2.44M (-50.9%)
3.03M
est: 3.39M (-10.7%)
-1.13M
est: -1.45M (+22.1%)
2.65M
est: 2.91M (-8.9%)
810.0K
est: -5.79M (+114.0%)
-1.80M
est: -6.42M (+72.0%)
-12.17M
est: -5.78M (-110.5%)
-12.06M
est: -5.84M (-106.5%)
-8.29M
est: -5.92M (-40.0%)
-6.08M
est: -5.04M (-20.5%)
-6.73M
est: -3.37M (-99.9%)
-6.16M
est: -4.05M (-52.1%)
-7.98M
est: -6.91M (-15.4%)
-6.88M
est: -5.44M (-26.4%)
-6.88M
est: -6.90M (+0.3%)
-5.43M
est.
-7.33M
est.
-5.77M
-5.77M – -5.77M
-36.3% YoY
-7.86M
-7.86M – -7.86M
-36.3% YoY
-5.80M
-5.80M – -5.80M
-44.1% YoY
-8.36M
-8.36M – -8.36M
-44.1% YoY
-6.22M
-6.22M – -6.22M
-42.3% YoY
-8.84M
-8.84M – -8.84M
-42.3% YoY
-6.58M
-6.58M – -6.58M
+25.6% YoY
EBIT
1.00M
est: 3.47M (-71.2%)
2.67M
est: 2.71M (-1.4%)
-1.99M
est: -2.51M (+20.8%)
2.63M
est: 2.47M (+6.7%)
291.0K
est: -6.80M (+104.3%)
-2.45M
est: -7.54M (+67.6%)
-13.03M
est: -6.79M (-91.9%)
-12.87M
est: -6.86M (-87.6%)
-8.97M
est: -6.95M (-29.1%)
-6.58M
est: -5.93M (-11.1%)
-7.53M
est: -7.14M (-5.5%)
-7.54M
est: -8.25M (+8.6%)
-10.01M
est: -8.12M (-23.3%)
-8.30M
est: -6.80M (-22.0%)
-8.30M
est: -8.10M (-2.5%)
-6.79M
est.
-8.61M
est.
-7.21M
-7.21M – -7.21M
-28.1% YoY
-9.24M
-9.24M – -9.24M
-28.1% YoY
-7.26M
-7.26M – -7.26M
-35.4% YoY
-9.82M
-9.82M – -9.82M
-35.4% YoY
-7.77M
-7.77M – -7.77M
-33.7% YoY
-10.39M
-10.39M – -10.39M
-33.7% YoY
-8.23M
-8.23M – -8.23M
+20.8% YoY
Net Income
1.00M
est: 1.25M (-19.9%)
2.10M
est: 1.94M (+8.3%)
-1.27M
est: -1.48M (+14.0%)
2.23M
est: 2.10M (+6.3%)
474.0K
est: 822.0K (-42.3%)
-11.71M
est: -1.48M (-691.7%)
-12.87M
est: -15.29M (+15.8%)
-12.81M
est: -17.84M (+28.2%)
-8.81M
est: -11.26M (+21.7%)
-6.33M
est: -9.04M (+30.0%)
-5.23M
est: -4.07M (-28.3%)
-7.55M
est: -7.77M (+2.9%)
-9.57M
est: -10.98M (+12.8%)
-8.91M
est: -11.48M (+22.4%)
-8.91M
est: -8.55M (-4.2%)
-8.94M
est.
-4.44M
est.
-4.64M
-4.64M – -4.64M
+75.2% YoY
-1.15M
-1.15M – -1.15M
+75.2% YoY
-859.4K
-859.4K – -859.4K
+195.6% YoY
822.0K
822.0K – 822.0K
+195.6% YoY
343.7K
343.7K – 343.7K
+378.2% YoY
1.64M
1.64M – 1.64M
+378.2% YoY
1.20M
1.20M – 1.20M
-26.8% YoY
SGA
5.20M
est: 5.45M (-4.6%)
6.10M
est: 5.32M (+14.8%)
10.25M
est: 14.74M (-30.5%)
12.74M
est: 4.71M (+170.8%)
14.45M
est: 19.55M (-26.1%)
17.92M
est: 21.67M (-17.3%)
22.80M
est: 19.52M (+16.8%)
26.33M
est: 19.72M (+33.5%)
23.23M
est: 19.99M (+16.2%)
18.86M
est: 17.03M (+10.7%)
23.50M
est: 23.30M (+0.8%)
25.74M
est: 25.98M (-0.9%)
24.99M
est: 23.33M (+7.1%)
22.36M
est: 21.60M (+3.5%)
22.36M
est: 23.29M (-4.0%)
21.55M
est.
24.74M
est.
22.90M
22.90M – 22.90M
+15.9% YoY
26.55M
26.55M – 26.55M
+15.9% YoY
23.03M
23.03M – 23.03M
+22.6% YoY
28.23M
28.23M – 28.23M
+22.6% YoY
24.67M
24.67M – 24.67M
+21.1% YoY
29.86M
29.86M – 29.86M
+21.1% YoY
26.11M
26.11M – 26.11M
-12.6% YoY
EPS
0.16
est: 0.37 (-56.8%)
0.33
est: 0.28 (+17.9%)
-0.19
est: -0.24 (+19.1%)
0.24
est: 0.14 (+71.4%)
0.05
est: 0.05 (+0.0%)
-1.15
est: -0.09 (-1,177.8%)
-1.11
est: -0.93 (-19.4%)
-1.05
est: -1.09 (+3.2%)
-0.64
est: -0.69 (+6.6%)
-0.46
est: -0.55 (+16.4%)
-0.34
est: -0.30 (-15.3%)
-0.47
est: -0.52 (+8.7%)
-0.59
est: -0.67 (+11.7%)
-0.54
est: -0.67 (+19.2%)
-0.54
est: -0.52 (-3.8%)
-0.52
est.
-0.27
est.
-0.27
-0.27 – -0.27
+74.1% YoY
-0.07
-0.07 – -0.07
+74.1% YoY
-0.05
-0.05 – -0.05
+200.0% YoY
0.05
0.05 – 0.05
+200.0% YoY
0.02
0.02 – 0.02
+400.0% YoY
0.10
0.10 – 0.10
+400.0% YoY
0.07
0.07 – 0.07
-30.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-27 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-26 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-22 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-21 C+ 2/5 5/5 1/5 1/5 3/5 1/5 2/5
2026-05-20 C+ 2/5 5/5 1/5 1/5 3/5 1/5 2/5
2026-05-19 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-18 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-15 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-14 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-13 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-12 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-11 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-08 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-07 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-06 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-05 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-04 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-01 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-30 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-29 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-28 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-27 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-24 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-23 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-22 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-21 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-20 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-17 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-16 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-2.27M
OE per share TTM
-0.13
Owner's Yield
-12.51%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
4.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
25
Total invested
2.92M
Insider transactions (90d)
2
Beneficial owners (>5%)
29
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 22-3803963 1.62M 10.40% 1.62M 1.62M CO 2021-03-23
2 401140100004725 1.62M 10.40% 1.62M 1.62M CO 2021-03-23
3 Aberdeen Asset Management PLC 1.07M 12.18% 1.07M IA Aberdeen, Scotland 2007-12-06
4 Stanley Manne Trust 1.07M 9.26% 1.07M 1.07M OO States of America 2018-02-14
5 Nationwide Fund Advisors 1.00M 11.36% 1.00M 1.00M IA Delaware 2008-02-19
6 Bradbury Dyer III 963.3K 6.02% 963.3K 963.3K IN 2022-11-23
7 Paragon Associates and Paragon Associates II Joint Venture 963.3K 6.02% 963.3K 963.3K OO 2022-11-23
8 Paragon JV Partners, LLC 963.3K 6.02% 963.3K 963.3K OO 2022-11-23
9 Roland 882.0K 5.52% 181.6K 181.6K IN 2022-09-20
10 Support Trust 882.0K 5.52% 223.7K 223.7K OO 2022-09-20
11 52-6969857 817.9K 9.96% 817.9K 817.9K IA Delaware 2007-07-10
12 Conan Laughlin 744.3K 5.40% 744.3K 744.3K IN Delaware 2020-12-08
13 North Tide Capital GP, LLC 744.3K 5.40% 744.3K 744.3K OO Delaware 2020-12-08
14 North Tide Capital Master, LP 744.3K 5.40% 744.3K 744.3K PN Delaware 2020-12-08
15 North Tide Capital, LLC 744.3K 5.40% 744.3K 744.3K OO Delaware 2020-12-08
16 North Tide Capital, LP 744.3K 5.40% 744.3K 744.3K PN Delaware 2020-12-08
17 033 ASSET MANAGEMENT, LLC 648.8K 11.00% 648.8K 648.8K IA DELAWARE, USA 2007-02-13
18 The Vanguard Group - 23-1945930 559.4K 3.53% 2.5K 553.0K 6.4K IA Pennsylvania 2022-02-10
19 CLAYTON PARTNERS LLC 526.4K 5.87% 526.4K 526.4K IA DELAWARE 2013-03-25
20 HEARTLAND ADVISORS, INC. 335.7K 3.70% 335.7K 335.7K IA U.S.A. 2013-01-09
21 WILLIAM J. NASGOVITZ 335.7K 3.70% 335.7K 335.7K IN U.S.A. 2013-01-09
22 (. 318.9K 4.58% 318.9K 318.9K IA Citizenship or Place of Organization 2004-02-06
23 06-1524885 305.6K 3.90% 305.6K 305.6K IA, CO CONNECTICUT 2007-02-14
24 43-1225960 0.00% IA Missouri Corporation 2014-02-11
25 CAPITAL PARTNERS LLC 45-2817402 0.00% IA OF DELAWARE 2019-11-13
26 Global Undervalued Securities Master Fund, L.P. 0.00% PN Delaware 2021-02-04
27 John Kleinheinz 0.00% IN United States 2021-02-04
28 Kleinheinz Capital Partners, Inc. 0.00% IA Texas 2021-02-04
29 Nationwide SA Capital Trust 0.00% IA Delaware 2008-02-19

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
25
+3 vs prev Q
New positions
7
Closed positions
4
Increased
14
Reduced
4
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
1 259.6K +259.6K (+100.0%) 295.90M +295.9M (+100.0%) 1.53% +1.526 pp 0.28% +0.279 pp USD1.14 +0.0% 1 qtrs NEW
2 PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE 1.00M +— (+0.0%) 1.14M +— (+0.0%) 5.88% -0.076 pp 2.36% +0.323 pp USD5.86 -80.5% 49 qtrs
3 VANGUARD GROUP INC 578.7K +— (+0.0%) 659.7K -5.8K (-0.9%) 3.40% -0.044 pp 0.00% +0.000 pp USD6.21 -81.6% 84 qtrs
4 RENAISSANCE TECHNOLOGIES LLC 371.6K -17.5K (-4.5%) 423.6K -20.1K (-4.5%) 2.18% -0.132 pp 0.00% +0.000 pp USD4.85 -76.5% 74 qtrs
5 GEODE CAPITAL MANAGEMENT, LLC 135.2K +2.1K (+1.6%) 154.2K +1.1K (+0.7%) 0.79% +0.003 pp 0.00% +0.000 pp USD6.50 -82.5% 48 qtrs
6 UNITED CAPITAL FINANCIAL ADVISERS, LLC 65.5K +65.5K (+100.0%) 74.7K +74.7K (+100.0%) 0.39% +0.385 pp 0.00% +0.000 pp USD1.14 +0.0% 1 qtrs NEW
7 STATE STREET CORP 44.7K +— (+0.0%) 51.0K -447.0 (-0.9%) 0.26% -0.003 pp 0.00% +0.000 pp USD6.67 -82.9% 19 qtrs
8 GOLDMAN SACHS GROUP INC 41.4K -6.4K (-13.4%) 47.2K -7.3K (-13.4%) 0.24% -0.041 pp 0.00% +0.000 pp USD1.14 +0.0% 2 qtrs
9 PERKINS CAPITAL MANAGEMENT INC 41.3K +— (+0.0%) 47.1K -21.0 (0.0%) 0.24% -0.003 pp 0.04% -0.004 pp USD2.24 -49.1% 22 qtrs
10 CITADEL ADVISORS LLC 34.4K -75.1K (-68.6%) 39.2K -86.7K (-68.9%) 0.20% -0.450 pp 0.00% +0.000 pp USD1.47 -22.4% 13 qtrs
11 JANE STREET GROUP, LLC 31.8K +15.4K (+93.9%) 36.2K +17.5K (+93.8%) 0.19% +0.089 pp 0.00% +0.000 pp USD1.14 +0.0% 2 qtrs
12 BANK OF NEW YORK MELLON CORP 31.5K +— (+0.0%) 36.0K -16.0 (0.0%) 0.19% -0.002 pp 0.00% +0.000 pp USD7.66 -85.1% 18 qtrs
13 THOMPSON DAVIS & CO., INC. 28.5K +28.5K (+100.0%) 32.5K +32.5K (+100.0%) 0.17% +0.168 pp 0.02% +0.020 pp USD1.14 +0.0% 3 qtrs
14 XTX TOPCO LTD 28.5K +2.1K (+7.9%) 32.5K +2.1K (+7.0%) 0.17% +0.010 pp 0.00% -0.001 pp USD0.95 +20.0% 4 qtrs
15 SUSQUEHANNA INTERNATIONAL GROUP, LLP 24.5K -32.0K (-56.6%) 27.9K -37.0K (-57.0%) 0.14% -0.192 pp 0.00% +0.000 pp USD0.96 +18.8% 12 qtrs
16 DIVERSIFY ADVISORY SERVICES, LLC 19.1K +19.1K (+100.0%) 27.0K +27.0K (+100.0%) 0.11% +0.113 pp 0.00% +0.001 pp USD1.14 +0.0% 1 qtrs NEW
17 NORTHERN TRUST CORP 21.3K -2.0K (-8.4%) 24.3K -2.2K (-8.4%) 0.13% -0.013 pp 0.00% +0.000 pp USD10.05 -88.7% 51 qtrs
18 BLACKROCK, INC. 20.3K +— (+0.0%) 23.1K -11.0 (0.0%) 0.12% -0.002 pp 0.00% +0.000 pp USD1.75 -34.9% 6 qtrs
19 HIGHTOWER ADVISORS, LLC 10.0K +— (+0.0%) 11.4K -5.0 (0.0%) 0.06% -0.001 pp 0.00% +0.000 pp USD1.59 -28.3% 24 qtrs
20 GROUP ONE TRADING, L.P. 1.1K +— (+0.0%) 1.3K -11.0 (-0.9%) 0.01% 0.000 pp 0.00% +0.000 pp USD2.97 -61.6% 9 qtrs
21 SIMPLEX TRADING, LLC 580.00 +580.0 (+100.0%) 661.00 +661.0 (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD1.14 +0.0% 1 qtrs NEW
22 BANK OF AMERICA CORP /DE/ 127.00 -495.0 (-79.6%) 144.00 -565.0 (-79.7%) 0.00% -0.003 pp 0.00% +0.000 pp USD1.28 -10.9% 9 qtrs
23 TOWER RESEARCH CAPITAL LLC (TRC) -501.0 (-100.0%) -571.0 (-100.0%) 0.00% -0.003 pp 0.00% +0.000 pp USD 11 qtrs SOLD
24 CENTIVA CAPITAL, LP -18.8K (-100.0%) -21.6K (-100.0%) 0.00% -0.112 pp 0.00% 0.000 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 11 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Vanguard Extended Market ETF VXF 0.00% 115.7K 0.05%
2 Vanguard U.S. Total Market Shares Index ETF VTS.AX 0.00% 894.18 0.03%
3 Vanguard U.S. Total Market Index ETF VUN.TO 0.00% 2.5K 0.17%
4 Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO 0.00% 181.35 0.17%
5 Vanguard Total Stock Market ETF VTI 0.00% 419.5K 0.03%
6 Vanguard All-Equity ETF Portfolio VEQT.TO 0.00% 919.22 0.22%
7 Vanguard Growth ETF Portfolio VGRO.TO 0.00% 500.87 0.22%
8 Vanguard Balanced ETF Portfolio VBAL.TO 0.00% 202.37 0.22%
9 Vanguard Conservative ETF Portfolio VCNS.TO 0.00% 22.30 0.22%
10 Vanguard Conservative Income ETF Portfolio VCIP.TO 0.00% 3.13 0.22%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
2.00
Bullish
Ratio by volume
3.00
Bullish
Buys
2
Sells
1
Shares acquired
93.0K
Shares disposed
19.2K
Cash buys
1.00
Cash sales
Net activity
+73,720
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
2026-05-26 Mercer Patrick Officer F-InKind D Common Stock 19,233 1.01 19.4K 372,774 D
2026-05-26 Dizon Romeo R Officer P-Purchase A Common Stock 5,004 1.00 5.0K 126,004 D
2026-04-01 Novel Inspiration International Co., Ltd. 10% Owner J-Other A Common Stock 87,949 0.00 439,432 D
2026-03-06 Dizon Romeo R Officer P-Purchase A Common Stock 1,110 1.26 1.4K 121,000 D
2026-02-17 Dizon Romeo R Officer P-Purchase A Common Stock 1,200 1.31 1.6K 119,890 D
2026-02-12 Dizon Romeo R Officer P-Purchase A Common Stock 1,500 1.43 2.1K 117,690 D
2026-02-10 Dizon Romeo R Officer P-Purchase A Common Stock 1,000 1.46 1.5K 116,190 D
2026-02-03 Dizon Romeo R Officer P-Purchase A Common Stock 2,500 1.38 3.5K 115,190 D
2026-01-29 Dizon Romeo R Officer P-Purchase A Common Stock 1,101 1.44 1.6K 112,690 D
2026-01-28 Dizon Romeo R Officer P-Purchase A Common Stock 1,300 1.46 1.9K 111,589 D
2026-01-27 Dizon Romeo R Officer P-Purchase A Common Stock 3,385 1.48 5.0K 110,289 D
2026-01-26 Dizon Romeo R Officer P-Purchase A Common Stock 1,243 1.52 1.9K 106,904 D
2026-01-23 Dizon Romeo R Officer P-Purchase A Common Stock 5,221 1.48 7.7K 105,661 D
2026-01-21 Dizon Romeo R Officer P-Purchase A Common Stock 409 1.53 625.77 98,690 D
2026-01-20 Dizon Romeo R Officer P-Purchase A Common Stock 2,100 1.50 3.1K 98,281 D
2026-01-16 Dizon Romeo R Officer P-Purchase A Common Stock 2,093 1.45 3.0K 96,181 D
2026-01-02 Novel Inspiration International Co., Ltd. 10% Owner J-Other A Common Stock 116,540 0.00 351,483 D
2025-12-16 MOORE WILLIAM M Director P-Purchase A Common Stock 2,000 1.01 2.0K 251,550 D
2025-12-15 MOORE WILLIAM M Director P-Purchase A Common Stock 20,000 0.00 249,550 D
2025-12-12 MOORE WILLIAM M Director P-Purchase A Common Stock 20,920 0.00 280,674 D
2025-12-12 Dizon Romeo R Officer P-Purchase A Common Stock 2,365 0.97 2.3K 92,685 D
2025-12-11 MOORE WILLIAM M Director P-Purchase A Common Stock 9,080 0.00 259,754 D
2025-12-02 Dizon Romeo R Officer P-Purchase A Common Stock 320 0.93 297.60 89,056 D
2025-11-20 Dizon Romeo R Officer P-Purchase A Common Stock 5,760 0.96 5.5K 88,736 D
2025-11-19 Dizon Romeo R Officer P-Purchase A Common Stock 1,000 0.96 960.00 82,976 D
2025-11-18 Dizon Romeo R Officer P-Purchase A Common Stock 2,133 0.94 2.0K 81,976 D
2025-11-17 MOORE WILLIAM M Director P-Purchase A Common Stock 21,843 0.97 21.1K 250,674 D
2025-11-17 Dizon Romeo R Officer P-Purchase A Common Stock 90 0.96 86.12 79,843 D
2025-11-14 MOORE WILLIAM M Director P-Purchase A Common Stock 28,157 0.97 27.2K 228,831 D
2025-11-14 Dizon Romeo R Officer P-Purchase A Common Stock 14,769 0.88 13.0K 76,719 D
2025-10-01 Novel Inspiration International Co., Ltd. 10% Owner J-Other A Common Stock 97,610 0.00 234,943 D
2025-10-01 Mercer Patrick Officer F-InKind D Common Stock 23,850 1.13 27.0K 392,007 D
2025-09-12 Dizon Romeo R Officer P-Purchase A Common Stock 1,200 1.36 1.6K 61,950 D
2025-09-11 Dizon Romeo R Officer P-Purchase A Common Stock 500 1.35 674.70 60,250 D
2025-09-10 Dizon Romeo R Officer P-Purchase A Common Stock 500 1.36 680.00 59,250 D
2025-09-09 Dizon Romeo R Officer P-Purchase A Common Stock 1,500 1.37 2.1K 57,750 D
2025-09-08 Dizon Romeo R Officer P-Purchase A Common Stock 500 1.40 700.00 56,250 D
2025-09-05 Dizon Romeo R Officer P-Purchase A Common Stock 1,000 1.35 1.4K 55,750 D
2025-09-04 Dizon Romeo R Officer P-Purchase A Common Stock 625 1.39 868.75 54,750 D
2025-09-03 Dizon Romeo R Officer P-Purchase A Common Stock 625 1.36 850.00 53,625 D
2025-09-02 Dizon Romeo R Officer P-Purchase A Common Stock 625 1.34 837.50 53,000 D
2025-08-29 Dizon Romeo R Officer P-Purchase A Common Stock 625 1.37 856.25 52,375 D
2025-08-28 Dizon Romeo R Officer P-Purchase A Common Stock 250 1.35 337.50 51,245 D
2025-08-27 Dizon Romeo R Officer P-Purchase A Common Stock 250 1.30 324.10 50,745 D
2025-08-26 Dizon Romeo R Officer P-Purchase A Common Stock 250 1.25 312.50 49,745 D
2025-08-25 Dizon Romeo R Officer P-Purchase A Common Stock 250 1.25 311.35 48,745 D
2025-08-22 Dizon Romeo R Officer P-Purchase A Common Stock 500 1.22 610.00 47,495 D
2025-08-21 Dizon Romeo R Officer P-Purchase A Common Stock 1,000 1.22 1.2K 46,745 D
2025-08-20 Dizon Romeo R Officer P-Purchase A Common Stock 175 1.25 218.75 44,745 D
2025-08-19 Dizon Romeo R Officer P-Purchase A Common Stock 500 1.16 580.00 42,245 D
2025-08-18 MOORE WILLIAM M Director P-Purchase A Common Stock 12,024 1.18 14.2K 200,674 D
2025-08-18 Dizon Romeo R Officer P-Purchase A Common Stock 460 1.19 547.40 39,705 D
2025-08-15 Dizon Romeo R Officer P-Purchase A Common Stock 500 1.15 575.00 39,245 D
2025-07-01 Novel Inspiration International Co., Ltd. 10% Owner J-Other A Common Stock 137,333 0.00 137,333 D
2025-06-30 Mercer Patrick Officer F-InKind D Common Stock 4,243 0.88 3.7K 415,857 D
2025-06-13 Shuda Scott Director A-Award A Common Stock (right to buy) 53,000 1.40 74.2K 53,000 D
2025-06-13 Mercer Patrick Officer A-Award A Common Stock 33,370 2.00 66.7K 420,100 D
2025-06-13 MOORE WILLIAM M Director A-Award A Common Stock (right to buy) 15,000 0.94 14.1K 15,000 D
2025-06-13 HUSS BEVERLY A Director A-Award A Common Stock (right to buy) 53,000 1.40 74.2K 53,000 D
2025-06-13 Dizon Romeo R Officer A-Award A Common Stock (right to buy) 75,000 1.40 105.0K 75,000 D
2025-06-13 Chen Yu-Hao Director A-Award A Common Stock (right to buy) 15,000 0.94 14.1K 15,000 D
2025-06-12 MOORE WILLIAM M Director P-Purchase A Common Stock 20,000 0.97 19.5K 168,650 D
2025-06-11 MOORE WILLIAM M Director P-Purchase A Common Stock 10,000 0.96 9.6K 148,650 D
2025-06-11 Dizon Romeo R Officer P-Purchase A Common Stock 245 0.97 236.43 15,245 D
2025-06-10 Dizon Romeo R Officer P-Purchase A Common Stock 335 0.98 327.46 15,000 D
2025-06-09 Dizon Romeo R Officer P-Purchase A Common Stock 500 0.99 495.00 14,665 D
2025-06-06 Dizon Romeo R Officer P-Purchase A Common Stock 1,500 0.97 1.5K 14,165 D
2025-06-03 Dizon Romeo R Officer P-Purchase A Common Stock 100 0.99 99.00 12,665 D
2025-06-02 Dizon Romeo R Officer P-Purchase A Common Stock 100 1.00 100.00 12,565 D
2025-05-29 Dizon Romeo R Officer P-Purchase A Common Stock 200 0.99 197.00 12,465 D
2025-05-28 Dizon Romeo R Officer P-Purchase A Common Stock 200 0.95 190.00 12,265 D
2025-05-27 Dizon Romeo R Officer P-Purchase A Common Stock 100 1.00 100.00 12,065 D
2025-05-23 Dizon Romeo R Officer P-Purchase A Common Stock 100 1.00 100.00 11,965 D
2025-05-22 Mercer Patrick Officer F-InKind D Common Stock 14,310 0.99 14.2K 386,480 D
2025-05-22 Dizon Romeo R Officer P-Purchase A Common Stock 100 1.01 101.00 11,765 D
2025-05-15 MOORE WILLIAM M Director P-Purchase A Common Stock 2,500 1.00 2.5K 138,650 D
2025-05-14 MOORE WILLIAM M Director P-Purchase A Common Stock 15,000 1.10 16.5K 136,150 D
2025-05-14 Dizon Romeo R Officer P-Purchase A Common Stock 460 1.10 506.00 11,665 D
2025-05-13 Dizon Romeo R Officer P-Purchase A Common Stock 450 1.09 490.50 11,205 D
2025-05-12 Dizon Romeo R Officer P-Purchase A Common Stock 100 1.16 116.00 9,900 D
2025-05-09 Dizon Romeo R Officer P-Purchase A Common Stock 100 1.15 115.00 9,800 D
2025-05-08 Dizon Romeo R Officer P-Purchase A Common Stock 100 1.15 115.00 9,700 D
2025-05-07 Dizon Romeo R Officer P-Purchase A Common Stock 193 1.15 221.95 9,600 D
2025-05-06 Dizon Romeo R Officer P-Purchase A Common Stock 100 1.16 115.93 9,407 D
2025-05-05 Dizon Romeo R Officer P-Purchase A Common Stock 100 1.17 117.00 9,207 D
2025-04-29 MOORE WILLIAM M Director P-Purchase A Common Stock 19,710 1.21 23.8K 121,150 D
2025-04-29 Dizon Romeo R Officer P-Purchase A Common Stock 500 1.30 650.00 5,600 D
2025-04-28 Mercer Patrick Officer P-Purchase A Common Stock 3,000 1.30 3.9K 396,290 D
2025-04-28 MOORE WILLIAM M Director P-Purchase A Common Stock 290 1.24 359.60 101,440 D
2025-04-28 Dizon Romeo R Officer P-Purchase A Common Stock 625 1.22 762.50 3,100 D
2025-04-25 Dizon Romeo R Officer P-Purchase A Common Stock 975 1.18 1.2K 2,475 D
2025-04-24 Shuda Scott Director P-Purchase A Common Stock 21,457 1.20 25.7K 129,523 D
2025-04-24 Mercer Patrick Officer P-Purchase A Common Stock 46 1.15 52.90 393,290 D
2025-04-24 Dizon Romeo R Officer P-Purchase A Common Stock 500 1.20 600.00 1,500 D
2025-04-23 HUSS BEVERLY A Director P-Purchase A Common Stock 25,900 1.22 31.5K 92,639 D
2025-04-23 Dizon Romeo R Officer P-Purchase A Common Stock 500 1.11 555.00 1,000 D
2025-04-22 MOORE WILLIAM M Director P-Purchase A Common Stock 10,000 1.08 10.8K 101,150 D
2025-04-21 MOORE WILLIAM M Director P-Purchase A Common Stock 10,000 1.05 10.5K 91,150 D
2025-04-21 Dizon Romeo R Officer P-Purchase A Common Stock 500 1.05 525.00 500 D
2025-03-25 Dizon Romeo R Officer A-Award A Common Stock (right to buy) 53,000 0.89 47.2K 53,000 D
2025-03-19 Novel Inspiration International Co., Ltd. 10% Owner Series B Preferred Stock 3,000,000 0.00 0 D
2025-03-19 MOORE WILLIAM M Director Common Stock 0 0.00 69,300 I
2025-03-19 Dizon Romeo R 0 0.00 0
2025-03-19 Chen Yu-Hao 0 0.00 0
2024-11-07 Mercer Patrick Officer A-Award A Common Stock 200,000 0.00 393,244 D
2024-07-04 Mercer Patrick Officer F-InKind D Common Stock 2,073 2.07 4.3K 193,244
2024-07-04 Bruce David Director / Officer F-InKind D Common Stock 4,788 2.07 9.9K 126,480
2024-06-30 Mercer Patrick Officer F-InKind D Common Stock 4,123 2.16 8.9K 195,317
2024-06-30 Bruce David Director / Officer F-InKind D Common Stock 7,098 2.16 15.3K 131,268
2024-05-22 Mercer Patrick Officer A-Award A Coomon Stock 120,000 0.00 199,440
2023-09-19 Mercer Patrick Officer A-Award A Stock Option (Right to buy) 115,000 2.13 245.0K 115,000
2023-07-04 Mercer Patrick Officer F-InKind D Common Stock 2,015 2.14 4.3K 79,440
2023-07-04 Bruce David Director / Officer F-InKind D Common Stock 4,640 2.14 9.9K 138,366
2023-06-30 Mercer Patrick Officer F-InKind D Common Stock 5,828 2.17 12.6K 81,455
2023-06-30 Bruce David Director / Officer F-InKind D Common Stock 10,112 2.17 21.9K 143,006
2023-06-14 Shuda Scott Director A-Award A Common Stock 39,267 1.91 75.0K 108,066
2023-06-14 LUDLUM KEN Director A-Award A Common Stock 39,267 1.91 75.0K 101,711
2023-06-14 HUSS BEVERLY A Director A-Award A Common Stock 39,267 1.91 75.0K 66,739
2023-06-14 Grove Robert Earle Director A-Award A Common Stock 39,267 1.91 75.0K 160,103
2023-06-14 Devi Nandini Director A-Award A Common Stock 39,267 1.91 75.0K 77,159
2022-10-30 Mercer Patrick Officer F-InKind D Common Stock 71 2.27 161.17 87,283
2022-10-27 Mercer Patrick Officer A-Award A Common Stock 35,570 0.00 87,354
2022-10-27 Bruce David Officer A-Award A Common Stock 59,730 0.00 153,118
2022-09-30 Mercer Patrick Officer F-InKind D Common Stock 72 2.41 173.52 51,784
2022-08-30 Mercer Patrick Officer F-InKind D Common Stock 71 2.55 181.05 51,856
2022-07-30 Mercer Patrick Officer F-InKind D Common Stock 71 3.01 213.71 51,927
2022-07-04 Mercer Patrick Officer F-InKind D Common Stock 2,016 2.47 5.0K 51,998
2022-07-04 Bruce David Director / Officer F-InKind D Common Stock 4,640 2.47 11.5K 93,388
2022-07-01 Mercer Patrick Officer F-InKind D Common Stock 1,460 2.47 3.6K 54,014
2022-06-30 Mercer Patrick Officer F-InKind D Common Stock 1,728 2.57 4.4K 55,474
2022-06-30 Bruce David Director / Officer F-InKind D Common Stock 3,227 2.57 8.3K 103,407
2022-06-15 Shuda Scott Director A-Award A Common Stock 27,472 0.00 68,779
2022-06-15 LUDLUM KEN Director A-Award A Common Stock 27,472 0.00 62,444
2022-06-15 HUSS BEVERLY A Director A-Award A Common Stock 27,472 0.00 27,472
2022-06-15 Grove Robert Earle Director A-Award A Common Stock 27,472 0.00 120,836
2022-06-15 Devi Nandini Director A-Award A Common Stock 27,472 0.00 37,892
2022-05-30 Mercer Patrick Officer F-InKind D Common Stock 71 3.13 222.23 57,274
2022-05-20 Devi Nandini Director P-Purchase A Common Stock 2,000 3.10 6.2K 10,420
2022-04-30 Mercer Patrick Officer F-InKind D Common Stock 71 3.83 271.93 57,345
2022-03-30 Mercer Patrick Officer F-InKind D Common Stock 72 4.55 327.60 57,416
2022-03-17 HUSS BEVERLY A Director 0 0.00 0
2022-03-16 Devi Nandini Director P-Purchase A Common Stock 2,000 4.20 8.4K 8,420
2022-02-28 Mercer Patrick Officer F-InKind D Common Stock 85 4.46 379.10 57,488
2022-01-30 Mercer Patrick Officer F-InKind D Common Stock 85 5.10 433.50 57,573
2021-12-30 Mercer Patrick Officer F-InKind D Common Stock 72 6.21 447.12 57,658
2021-12-02 Grove Robert Earle Director P-Purchase A Common Stock 1,644 6.08 10.0K 93,364
2021-11-30 Mercer Patrick Officer F-InKind D Common Stock 71 6.25 443.75 57,730
2021-11-16 Devi Nandini Director P-Purchase A Common Stock 1,000 7.73 7.7K 6,420
2021-10-30 Mercer Patrick Officer F-InKind D Common Stock 71 7.67 544.57 57,801
2021-09-30 Mercer Patrick Officer F-InKind D Common Stock 72 7.66 551.52 57,872
2021-08-30 Mercer Patrick Officer F-InKind D Commonn Stock 71 7.75 550.25 57,944
2021-08-05 Mercer Patrick Officer A-Award A Common Stock 15,200 0.00 63,271
2021-08-05 Bruce David Director / Officer A-Award A Employee Stock Option (right to buy) 81,740 6.58 537.8K 81,740
2021-07-30 Mercer Patrick Officer F-InKind D Common Stock 71 6.54 464.34 30,581
2021-07-01 Mercer Patrick Officer F-InKind D Common Stock 1,459 7.08 10.3K 30,652
2021-07-01 Bruce David Director / Officer F-InKind D Common Stock 5,378 7.08 38.1K 66,374
2021-06-30 Mercer Patrick Officer F-InKind D Common Stock 1,801 7.06 12.7K 32,111
2021-06-30 Bruce David Director / Officer F-InKind D Common Stock 3,227 7.06 22.8K 71,752
2021-06-16 Shuda Scott Director A-Award A Common Stock 6,775 0.00 41,327
2021-06-16 LUDLUM KEN Director A-Award A Common Stock 5,420 0.00 34,972
2021-06-16 Grove Robert Earle Director A-Award A Common Stock 5,420 0.00 91,720
2021-06-16 Devi Nandini Director A-Award A Common Stock 5,420 0.00 5,420
2021-05-30 Mercer Patrick Officer F-InKind D Common Stock 70 7.86 550.20 33,912
2021-04-30 Mercer Patrick Officer F-InKind D Common Stock 70 8.60 602.00 33,981
2021-03-30 Mercer Patrick Officer F-InKind D Common Stock 85 7.00 595.00 34,051
2021-03-10 Topcon America Corp 10% Owner D Common Stock 0 0.00 1,618,122
2021-02-28 Mercer Patrick Officer F-InKind D Common Stock 85 5.88 499.80 34,136
2021-01-30 Mercer Patrick Officer F-InKind D Common Stock 85 4.60 391.00 34,221
2020-12-30 Mercer Patrick Officer F-InKind D Common Stock 72 2.82 203.04 34,306
2020-11-30 Mercer Patrick Officer F-InKind D Common Stock 71 1.71 121.41 34,378
2020-11-11 Ahmad Fuad Officer 0 0.00 0
2020-10-30 Mercer Patrick Officer F-InKind D Common Stock 71 1.78 126.38 34,449
2020-09-30 Mercer Patrick Officer F-InKind D Common Stock 72 1.96 141.12 34,520
2020-09-03 Mercer Patrick Officer A-Award A Stock Option (Right to buy) 69,000 2.13 147.0K 69,000
2020-09-03 Bruce David Director / Officer A-Award A Stock Option (Right to buy) 129,000 2.13 274.8K 129,000
2020-08-30 Mercer Patrick Officer F-InKind D Common Stock 71 2.12 150.52 19,592
2020-07-30 Mercer Patrick Officer F-InKind D Common Stock 71 2.11 149.81 19,663
2020-07-01 Mercer Patrick Officer F-InKind D Common Stock 1,459 2.12 3.1K 19,734
2020-07-01 Bruce David Director / Officer F-InKind D Common Stock 5,378 2.12 11.4K 46,979
2020-06-30 Mercer Patrick Officer F-InKind D Common Stock 72 2.12 152.64 21,193
2020-06-24 Shuda Scott Director A-Award A Common Stock 18,348 0.00 34,552
2020-06-24 LUDLUM KEN Director A-Award A Common Stock 18,348 0.00 29,552
2020-06-24 Grove Robert Earle Director A-Award A Common Stock 18,348 0.00 86,300
2020-06-24 GUNST ROBERT A Director A-Award A Common Stock 22,935 0.00 50,568
2020-06-24 Engibous Doris Director A-Award A Common Stock 18,348 0.00 18,348
2020-05-30 Mercer Patrick Officer F-InKind D Common Stock 70 1.80 126.00 21,265
2020-05-15 Grove Robert Earle Director P-Purchase A Common Stock 15,125 1.68 25.4K 67,952
2020-04-30 Mercer Patrick Officer F-InKind D Common Stock 70 1.75 122.50 21,335
2020-04-20 Engibous Doris Director A-Award A Stock Option (right to buy) 15,000 1.70 25.5K 15,000
2020-03-30 Mercer Patrick Officer F-InKind D Common Stock 85 1.73 147.05 0
2020-02-29 Mercer Patrick Officer F-InKind D Common Stock 85 2.83 240.55 21,490
2020-01-30 Mercer Patrick Officer F-InKind D Common Stock 85 2.67 226.95 21,575
2019-12-30 Mercer Patrick Officer F-InKind D Common Stock 72 2.29 164.88 21,660
2019-12-04 GUNST ROBERT A Director A-Award A Common Stock 4,329 0.00 27,633
2019-11-30 Mercer Patrick Officer F-InKind D Common Stock 71 2.19 155.49 21,732
2019-11-18 Grove Robert Earle Director P-Purchase A Common Stock 1,000 2.03 2.0K 52,827
2019-11-15 Grove Robert Earle Director P-Purchase A Common Stock 10,000 2.02 20.2K 38,227
2019-11-14 Shuda Scott Director P-Purchase A Common Sotck 10,000 2.02 20.2K 15,000
2019-11-13 Shuda Scott Director 0 0.00 0
2019-10-30 Mercer Patrick Officer F-InKind D Common Stock 864 1.89 1.6K 21,803

Executive team

Top executives
EBIT / Employee
-27.6K
Shares Outstanding
17.41M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Patrick Mercer President, Chief Executive Officer and Chief Operating Officer 384.6K 31.4K 69.0K 289.3K 127.7K 901.9K 11.13%
2 2025 Bassem BouHabib Senior Vice President of International Sales and Business Development 248.1K 13.9K 35.5K 109.2K 144.2K 550.8K 8.96%
3 2025 Romeo Dizon Chief Financial Officer 276.9K 21.2K 93.7K 131.1K 3.4K 526.2K 21.82%
4 2025 Fuad Ahmad Former Interim Chief Financial Officer 133.2K 133.2K 0.00%
5 2024 Patrick Mercer President, Chief Executive Officer and Chief Operating Officer 359.6K 582.8K 161.4K 2.8K 1.11M 52.66%
6 2024 Fuad Ahmad Former Interim Chief Financial Officer 868.8K 868.8K 0.00%
7 2024 David I. Bruce Former President and Chief Executive Officer 324.1K 190.6K 50.2K 564.9K 0.00%
8 2024 Bassem BouHabib Senior Vice President of International Sales and Business Development 237.1K 75.6K 35.5K 99.0K 117.5K 529.3K 20.99%
9 2024 Bassem BouHabib Vice President of International Sales 237.1K 75.6K 99.0K 117.5K 529.3K 14.28%
10 2023 Patrick Mercer Chief Operating Officer 336.3K 152.2K 27.1K 2.5K 518.1K 29.38%
11 2023 Patrick Mercer President, Chief Executive Officer and Chief Operating Officer 336.3K 152.2K 27.1K 2.5K 518.1K 29.38%
12 2023 David I. Bruce Former President and Chief Executive Officer 390.5K 6.7K 397.2K 0.00%
13 2023 David I. Bruce President and Chief Executive Officer 390.5K 6.7K 397.2K 0.00%
14 2023 Fuad Ahmad Interim Chief Financial Officer 356.8K 356.8K 0.00%
15 2023 Fuad Ahmad Former Interim Chief Financial Officer 356.8K 356.8K 0.00%
16 2022 David I. Bruce President and Ch ief Exec utive Officer 368.1K 136.2K 170.3K 87.6K 3.6K 765.8K 40.02%
17 2022 David I. Bruce President and Chief Executive Officer 368.1K 136.2K 170.3K 87.6K 3.6K 765.8K 40.02%
18 2022 Patrick Mercer Chief Operating Officer 317.0K 81.1K 101.4K 67.0K 1.5K 568.0K 32.13%
19 2022 Fuad Ahmad Interim Chief Financial Officer 424.9K 424.9K 0.00%
20 2021 David I. Bruce President and Chief Executive Officer 368.1K 65.0K 264.9K 308.4K 263.9K 4.1K 1.27M 44.99%
21 2021 David I. Bruce President and Ch ief Exec utive Officer 368.1K 65.0K 264.9K 308.4K 263.9K 4.1K 1.27M 44.99%
22 2021 Patrick Mercer Chief Operating Officer 317.0K 55.0K 115.1K 134.0K 143.0K 1.1K 765.1K 32.56%
23 2021 Fuad Ahmad Interim Chief Financial Officer 560.4K 560.4K 0.00%
24 2020 David I. Bruce President and Chief Executive Officer 363.5K 56.6K 137.6K 90.7K 2.6K 650.9K 29.83%
25 2020 Patrick Mercer Chief Operating Officer 316.0K 30.3K 73.6K 52.1K 486.00 472.4K 22.00%
26 2020 James Mackaness Former Interim Chief Financial Officer 243.0K 243.0K 0.00%
27 2020 Romeo Dizon Former Vice President of Finance 62.5K 60.1K 122.6K 0.00%
28 2020 Fuad Ahmad Interim Chief Financial Officer 88.6K 88.6K 0.00%
29 2019 David I. Bruce President and Chief Executive Officer 220.2K 113.9K 1.03M 86.8K 3.1K 1.46M 78.75%
30 2019 William M. Moore Former President, Chief Executive Officer, and Chairman of the Board of Directors 181.8K 682.6K 864.5K 0.00%
31 2019 Patrick Mercer Chief Operating Officer 277.3K 46.2K 97.7K 76.0K 3.2K 500.4K 28.75%
32 2019 Romeo Dizon Former Vice President of Finance 223.8K 36.5K 74.0K 59.6K 5.9K 399.8K 27.63%
33 2018 William M. Moore Former President, Chief Executive Officer, and Chairman of the Board of Directors 463.5K 793.7K 257.2K 30.9K 1.55M 51.36%
34 2017 William M. Moore President and Chief Executive Officer 501.3K 143.1K 1.50M 67.5K 55.0K 2.26M 72.45%
35 2017 William M. Moore Former President, Chief Executive Officer, and Chairman of the Board of Directors 501.3K 143.1K 1.50M 67.5K 55.0K 2.26M 72.45%
36 2017 Atabak Mokari Chief Financial Officer and Vice President of Corporate Development 336.1K 57.2K 601.0K 53.6K 2.7K 1.05M 62.65%
37 2016 Atabak Mokari Chief Financial Officer and Vice President of Corporate Development 143.8K 992.8K 97.5K 143.00 1.23M 80.44%
38 2016 William M. Moore President and Chief Executive Officer 434.6K 399.2K 101.6K 25.5K 960.9K 41.55%
39 2016 Ronald Steckel Former Vice President, Operations 141.5K 304.1K 445.6K 0.00%
40 2015 William M. Moore President and Chief Executive Officer 420.2K 234.1K 35.0K 689.2K 33.96%
41 2015 James H. Mackaness Chief Financial Officer and Chief Operating Officer 236.4K 219.2K 2.9K 458.5K 47.81%
42 2015 Ronald Steckel Former Vice President, Operations 250.0K 175.0K 13.1K 6.6K 444.7K 39.36%
43 2015 Ronald Steckel Vice President, Operations 250.0K 175.0K 13.1K 6.6K 444.7K 39.36%
44 2014 William M. Moore President and Chief Executive Officer 387.4K 233.6K 10.7K 631.6K 36.98%
45 2014 James H. Mackaness Chief Financial Officer and Chief Operating Officer 323.5K 14.8K 4.2K 342.5K 0.00%
46 2014 Ronald Steckel Vice President, Operations 247.1K 11.4K 6.5K 265.0K 0.00%
47 2013 William M. Moore Interim President and Chief Executive Officer 200.0K 258.0K 66.4K 524.4K 49.20%
48 2013 William M. Moore President and Chief Executive Officer 200.0K 258.0K 66.4K 524.4K 49.20%
49 2013 Eduardo Arias Senior Vice President, Global Affairs 209.8K 120.3K 7.9K 338.0K 0.00%
50 2013 James H. Mackaness Chief Financial Officer and Chief Operating Officer 284.7K 29.8K 4.2K 288.9K 0.00%
51 2013 Ronald Steckel Vice President, Operations 200.0K 20.9K 5.8K 226.7K 0.00%
52 2012 James H. Mackaness Chief Financial Officer and Chief Operating Officer 262.8K 183.8K 29.1K 3.8K 479.5K 38.33%
53 2012 Ronald Steckel Vice President, Operations 138.5K 20.0K 210.4K 4.3K 373.0K 61.74%
54 2012 Eduardo Arias Senior Vice President, Global Affairs 200.0K 115.1K 38.6K 8.8K 362.0K 10.65%
55 2012 Dominik Beck, Ph.D. Former President and Chief Executive Officer 209.6K 2.3K 118.5K 330.5K 0.00%
56 2012 William M. Moore Interim President and Chief Executive Officer 42.3K 97.3K 6.6K 159.6K 60.92%
57 2012 William M. Moore President and Chief Executive Officer 42.3K 97.3K 6.6K 159.6K 60.92%
58 2011 Dominik Beck, Ph.D. Former President and Chief Executive Officer 69.5K 2.3K 255.0K 317.6K 58.8K 703.2K 81.43%
59 2011 Dominik Beck, Ph.D. President and Chief Executive Officer 69.5K 2.3K 255.0K 317.6K 58.8K 703.2K 81.43%
60 2011 James H. Mackaness Chief Financial Officer 258.2K 29.1K 124.6K 810.00 412.7K 30.18%
61 2011 James H. Mackaness Chief Financial Officer and Chief Operating Officer 258.2K 29.1K 124.6K 810.00 412.7K 30.18%
62 2011 Eduardo Arias Senior Vice President, International Sales and Business Development 274.9K 55.2K 5.5K 335.5K 0.00%
63 2011 Eduardo Arias Senior Vice President, Global Affairs 274.9K 10.3K 5.5K 290.7K 0.00%
64 2011 Theodore A. Boutacoff Chief Technology Officer 265.2K 9.5K 3.6K 278.3K 0.00%
65 2010 Theodore A. Boutacoff Chief Technology Officer 267.5K 15.8K 87.6K 3.5K 374.4K 23.39%
66 2010 Theodore A. Boutacoff President and Chief Executive Officer 267.5K 15.8K 87.6K 3.5K 374.4K 23.39%
67 2010 James H. Mackaness Chief Financial Officer 246.9K 21.2K 73.0K 798.00 341.8K 21.35%
68 2010 James H. Mackaness Chief Financial Officer and Chief Operating Officer 246.9K 21.2K 73.0K 798.00 341.8K 21.35%
69 2010 Eduardo Arias Senior Vice President, International Sales and Business Development 252.1K 10.3K 43.8K 5.2K 311.5K 14.06%
70 2009 James Mackaness Chief Financial Officer 246.5K 19.6K 804.00 266.8K 0.00%
71 2009 James H. Mackaness Chief Financial Officer 246.5K 19.6K 804.00 266.8K 0.00%
72 2009 Theodore A. Boutacoff Chief Technology Officer 249.2K 13.0K 3.5K 265.8K 0.00%
73 2009 Theodore A. Boutacoff President and Chief Executive Officer 249.2K 13.0K 3.5K 265.8K 0.00%
74 2009 Eduardo Arias Senior Vice President, International Sales and Business Development 245.8K 6.9K 5.2K 257.9K 0.00%
75 2008 James H. Mackaness Chief Financial Officer 228.9K 130.8K 2.7K 362.4K 36.08%
76 2008 James Mackaness Chief Financial Officer 228.9K 130.8K 2.7K 362.4K 36.08%
77 2008 Eduardo Arias Senior Vice President, International Sales and Business Development 242.7K 20.6K 4.7K 268.0K 7.70%
78 2008 Theodore A. Boutacoff President and Chief Executive Officer 240.0K 13.6K 5.4K 259.0K 5.27%
79 2007 Theodore A. Boutacoff President and Chief Executive Officer 241.8K 804.00 2.0K 244.6K 0.00%
80 2007 Eduardo Arias Senior Vice President, International Sales and Business Development 203.4K 2.0K 4.5K 209.9K 0.00%
81 2006 Theodore A. Boutacoff President and Chief Executive Officer 240.0K 167.6K 1.0K 408.6K 41.02%
82 2006 Eduardo Arias Senior Vice President, International Sales and Business Development 254.8K 5.0K 14.4K 1.0K 275.2K 5.24%
83 2005 Barry G. Caldwell President and Chief Executive Officer 165.3K 300.0K 57.0K 522.4K 57.43%
84 2005 Theodore A. Boutacoff President and Chief Executive Officer 240.0K 75.0K 2.1K 317.1K 23.65%
85 2005 Larry Tannenbaum Chief Financial Officer, and Senior Vice President 200.4K 14.9K 15.0K 1.9K 232.2K 6.46%
86 2005 Eduardo Arias Senior Vice President, International Sales and Business Development 172.1K 10.0K 43.3K 225.4K 4.44%
87 2005 Administration Timothy S. Powers Vice President, Operations 179.1K 14.6K 10.0K 1.8K 205.5K 4.87%
88 2004 Theodore A. Boutacoff President and Chief Executive Officer 240.0K 2.1K 242.1K 0.00%
89 2004 Eduardo Arias Senior Vice President, International Sales and Business Development 164.3K 43.4K 207.7K 0.00%
90 2004 Larry Tannenbaum Chief Financial Officer, and Senior Vice President 180.0K 1.8K 181.8K 0.00%
91 2004 Administration Timothy S. Powers Vice President, Operations 167.4K 781.00 168.2K 0.00%
92 2003 Theodore A. Boutacoff President and Chief Executive Officer 240.0K 60.0K 2.2K 302.2K 19.86%
93 2003 Eduardo Arias Senior Vice President, International Sales and Business Development 164.3K 15.0K 65.3K 244.6K 6.13%
94 2003 Administration Timothy S. Powers Vice President, Operations 167.4K 15.0K 804.00 183.2K 8.19%
95 2003 Larry Tannenbaum Chief Financial Officer, and Senior Vice President 106.6K 60.0K 1.4K 168.0K 35.70%
96 2002 Theodore A. Boutacoff President and Chief Executive Officer 240.0K 1.4K 241.4K 0.00%
97 2002 Timothy S. Powers Vice President, Operations 167.4K 10.0K 962.00 178.4K 5.61%
98 2002 Administration Timothy S. Powers Vice President, Operations 167.4K 10.0K 962.00 178.4K 5.61%
99 2002 Eduardo Arias Senior Vice President, International Sales and Business Development 164.3K 2.2K 166.5K 0.00%
100 2002 Robert Kamenski Vice President, Administration and Chief Financial Officer 155.1K 845.00 156.0K 0.00%
101 2001 Theodore A. Boutacoff President and Chief Executive Officer 228.5K 1.2K 229.6K 0.00%
102 2001 Eduardo Arias Senior Vice President, International Sales and Business Development 157.1K 10.0K 30.8K 198.0K 5.05%
103 2001 Administration Timothy S. Powers Vice President, Operations 157.9K 20.0K 817.00 178.7K 11.19%
104 2001 Timothy S. Powers Vice President, Operations 157.9K 20.0K 817.00 178.7K 11.19%
105 2001 Robert Kamenski Vice President, Administration and Chief Financial Officer 152.8K 5.0K 804.00 158.6K 3.15%
106 2000 Theodore A. Boutacoff President and Chief Executive Officer 216.7K 1.3K 217.9K 0.00%
107 2000 Eduardo Arias Senior Vice President, International Sales and Business Development 153.9K 668.00 154.6K 0.00%
108 2000 Timothy S. Powers Vice President, Operations 153.1K 1.1K 154.2K 0.00%
109 2000 Robert Kamenski Vice President, Administration and Chief Financial Officer 150.3K 1.0K 151.3K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-24 DEFA14A
2026-04-24 DEF 14A
2025-06-02 DEFA14A
2025-05-20 DEFA14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-26 4
2026-05-26 4
2026-05-19 8-K
2026-05-19 10-Q
2026-04-24 DEFA14A
2026-04-24 DEF 14A
2026-04-24 ARS
2026-04-03 D/A
2026-04-03 4
2026-04-02 10-K

Executive team

NameTitleCompensationGender
Patrick Mercer Chief Executive Officer, President & Director 801.6K male
Bassem BouHabib SVP of International Sales & Business Development 501.5K male
Romeo R. Dizon Chief Financial Officer 411.4K male
Scott A. Shuda Executive Chairman 80.9K male
Leigh Salvo Head of Investor Relations female
ESG Rating
B
MEDICAL - DEVICES
Rank: 116 out of 168
2013
E (Environmental)
72.4 / 62.5
Company / Sector avg.
S (Social)
58.8 / 68.9
Company / Sector avg.
G (Governance)
66.0 / 64.8
Company / Sector avg.
ESG Total
65.7 / 65.4
Company / Sector avg.
ESG Score History MEDICAL - DEVICES
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)
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Dividend history

Earnings history

Earnings reports

Stock splits