Coffee Holding Co., Inc. (JVA)
Staten Island, NY, US
Coffee Holding Co., Inc. (JVA) is a comprehensive coffee business that handles the production, roasting, packaging, marketing, and distribution of roasted and blended coffees across the United States, Australia, Canada, the United Kingdom, and China. The company's offerings include wholesale green coffee, providing around 90 different varieties of unroasted beans to a diverse customer base, from large and medium-sized roasters to smaller operations and coffee shop owners. In addition to its green bean sales, Coffee Holding Co. processes, blends, packages, and sells coffee under private labels. As of October 31, 2021, it supplied roughly 21 private labels to wholesalers and retailers, with products available in cans, brick packages, and various instant coffee formats. The firm also develops and markets its own branded coffees to supermarkets, wholesalers, and both independently owned and multi-unit retail establishments. Beyond coffee, the company provides tabletop coffee roasting equipment, a range of instant coffees, and tea products. Its own coffee brands feature names such as Cafe Caribe, Don Manuel, S&W, Cafe Supremo, Via Roma, Premier Roasters, Harmony Bay, and Steep and Brew. Founded in 1971, the company was originally named Transpacific International Group Corp, changing to Coffee Holding Co., Inc. in April 1998. It is headquartered in Staten Island, New York.
32 articles
- BRCB INVESTOR DEADLINE: Black Rock Coffee Bar, Inc. Investors with Substantial Losses Have Opportunity to Lead Investor Class Action Lawsuit - HBSS PRNewsWire
- BRCB Investors Have Rights – If You Lost Money Investing in Black Rock Coffee Bar, Inc. Contact Robbins LLP for Information About Recovering Your Losses GlobeNewsWire
- ROSEN, TRUSTED INVESTOR COUNSEL, Encourages Black Rock Coffee Bar, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - BRCB Newsfile Corp
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.48% | -2.76% | -2.31% | +34.82% | +19.55% | +8.76% | +6.03% | +160.49% | -30.13% | -14.40% | -18.85% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
| Rating | 2024-11 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
9.00
+155.0%
|
| Last Quarter | 1 |
9.00
+155.0%
|
| Last Year | 1 |
9.00
+155.0%
|
| All Time | 1 |
9.00
+155.0%
|
-
Revenue growth Packaged Foods: +4.4%+22.6% ★ Q2'26: -5.1% (vs Q2'25)
-
EPS growth Packaged Foods: +14.6%-35.9% Q2'26: -54.5% (vs Q2'25)
-
FCF margin FCF growth · Packaged Foods: +15.9%-6.5% Q2'26: +1.6% (vs Q2'25)
-
EBIT margin Packaged Foods: +7.9%+2.3% Q2'26: +0.0% (vs Q2'25)
-
ROIC Packaged Foods: +7.0%+4.5% Q2'26: +0.0% (vs Q2'25)
-
Share dilution Packaged Foods: +0.0%+0.0% Q2'26: +0.0% (vs Q2'25)
-
Debt / EBITDA Net debt/EBITDA · Packaged Foods: 0.19×2.30× Q2'26: 3.49× (vs Q2'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Oct 2015 actual |
Oct 2016 actual |
Oct 2017 actual |
Oct 2018 actual |
Oct 2019 actual |
Oct 2020 actual |
Oct 2021 actual |
Oct 2024 actual |
Oct 2025 actual |
Oct 2026 1 Rev. Ana. 1 EPS Ana. |
Oct 2027 1 Rev. Ana. 1 EPS Ana. |
Oct 2028 1 Rev. Ana. 1 EPS Ana. |
Oct 2029 1 Rev. Ana. 1 EPS Ana. |
Oct 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
118.15M
est: 132.67M (-10.9%)
|
78.95M
est: 139.30M (-43.3%)
|
77.13M
est: 75.10M (+2.7%)
|
90.66M
est: 93.50M (-3.0%)
|
86.47M
est: 90.50M (-4.5%)
|
74.34M
est: 92.80M (-19.9%)
|
63.92M
est: 100.50M (-36.4%)
|
78.56M
est: 139.30M (-43.6%)
|
96.28M
est: 75.10M (+28.2%)
|
75.10M
75.10M – 75.10M
+0.0% YoY
|
93.50M
93.50M – 93.50M
+24.5% YoY
|
90.50M
90.50M – 90.50M
-3.2% YoY
|
92.80M
92.80M – 92.80M
+2.5% YoY
|
100.50M
100.50M – 100.50M
+8.3% YoY
|
| EBITDA |
-1.35M
est: 1.21M (-211.3%)
|
4.49M
est: 1.27M (+253.4%)
|
2.00M
est: 685.1K (+192.4%)
|
3.15M
est: 853.0K (+269.3%)
|
1.29M
est: 825.6K (+56.3%)
|
946.7K
est: 846.6K (+11.8%)
|
2.31M
est: 916.9K (+151.7%)
|
4.23M
est: 1.97M (+114.7%)
|
3.65M
est: 1.06M (+243.2%)
|
1.06M
1.06M – 1.06M
+0.0% YoY
|
1.32M
1.32M – 1.32M
+24.5% YoY
|
1.28M
1.28M – 1.28M
-3.2% YoY
|
1.31M
1.31M – 1.31M
+2.5% YoY
|
1.42M
1.42M – 1.42M
+8.3% YoY
|
| EBIT |
-1.89M
est: -794.3K (-138.3%)
|
3.90M
est: -834.0K (+568.0%)
|
1.24M
est: -449.6K (+376.0%)
|
2.41M
est: -559.8K (+530.4%)
|
547.8K
est: -541.8K (+201.1%)
|
-192.6K
est: -555.6K (+65.3%)
|
1.29M
est: -601.7K (+315.0%)
|
3.31M
est: -136.2K (+2,529.8%)
|
2.16M
est: -73.4K (+3,045.9%)
|
-73.4K
-73.4K – -73.4K
+0.0% YoY
|
-91.4K
-91.4K – -91.4K
-24.5% YoY
|
-88.5K
-88.5K – -88.5K
+3.2% YoY
|
-90.7K
-90.7K – -90.7K
-2.5% YoY
|
-98.2K
-98.2K – -98.2K
-8.3% YoY
|
| Net Income |
-1.41M
est: 2.11M (-166.9%)
|
2.21M
est: 3.08M (-28.2%)
|
467.3K
est: 513.8K (-9.1%)
|
1.06M
est: 1.03M (+3.1%)
|
-94.6K
est: 799.2K (-111.8%)
|
-94.3K
est: 856.3K (-111.0%)
|
1.26M
est: 2.28M (-45.0%)
|
2.22M
est: 3.08M (-28.0%)
|
1.40M
est: 513.8K (+173.2%)
|
513.8K
513.8K – 513.8K
+0.0% YoY
|
1.03M
1.03M – 1.03M
+100.0% YoY
|
799.2K
799.2K – 799.2K
-22.2% YoY
|
856.3K
856.3K – 856.3K
+7.1% YoY
|
2.28M
2.28M – 2.28M
+166.7% YoY
|
| SGA |
7.65M
est: 25.70M (-70.2%)
|
8.02M
est: 26.98M (-70.3%)
|
10.93M
est: 14.55M (-24.9%)
|
13.21M
est: 18.11M (-27.0%)
|
15.22M
est: 17.53M (-13.2%)
|
13.90M
est: 17.98M (-22.7%)
|
13.50M
est: 19.47M (-30.7%)
|
13.08M
est: 25.14M (-48.0%)
|
13.26M
est: 13.55M (-2.1%)
|
13.55M
13.55M – 13.55M
+0.0% YoY
|
16.87M
16.87M – 16.87M
+24.5% YoY
|
16.33M
16.33M – 16.33M
-3.2% YoY
|
16.75M
16.75M – 16.75M
+2.5% YoY
|
18.14M
18.14M – 18.14M
+8.3% YoY
|
| EPS |
-0.23
est: 0.37 (-162.2%)
|
0.36
est: 0.54 (-33.3%)
|
0.08
est: 0.09 (-11.1%)
|
0.19
est: 0.18 (+5.6%)
|
0.05
est: 0.14 (-66.1%)
|
-0.06
est: 0.15 (-140.2%)
|
0.15
est: 0.40 (-62.5%)
|
0.39
est: 0.54 (-27.8%)
|
0.25
est: 0.09 (+177.8%)
|
0.09
0.09 – 0.09
+0.0% YoY
|
0.18
0.18 – 0.18
+100.0% YoY
|
0.14
0.14 – 0.14
-22.2% YoY
|
0.15
0.15 – 0.15
+7.1% YoY
|
0.40
0.40 – 0.40
+166.7% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-06-12 | B | 3/5 | 1/5 | 2/5 | 4/5 | 3/5 | 2/5 | 4/5 |
| 2026-06-11 | A- | 4/5 | 1/5 | 3/5 | 4/5 | 3/5 | 4/5 | 5/5 |
| 2026-06-10 | A- | 4/5 | 1/5 | 3/5 | 4/5 | 3/5 | 4/5 | 5/5 |
| 2026-06-09 | A- | 4/5 | 1/5 | 3/5 | 4/5 | 3/5 | 4/5 | 5/5 |
| 2026-06-08 | A- | 4/5 | 1/5 | 3/5 | 4/5 | 3/5 | 4/5 | 5/5 |
| 2026-06-05 | A- | 4/5 | 1/5 | 3/5 | 4/5 | 3/5 | 4/5 | 5/5 |
| 2026-06-04 | A- | 4/5 | 1/5 | 3/5 | 4/5 | 3/5 | 4/5 | 5/5 |
| 2026-06-03 | A- | 4/5 | 1/5 | 3/5 | 4/5 | 3/5 | 4/5 | 5/5 |
| 2026-06-02 | A- | 4/5 | 1/5 | 3/5 | 4/5 | 3/5 | 4/5 | 5/5 |
| 2026-06-01 | A- | 4/5 | 1/5 | 3/5 | 4/5 | 3/5 | 4/5 | 5/5 |
| 2026-05-28 | A- | 4/5 | 1/5 | 3/5 | 4/5 | 3/5 | 4/5 | 5/5 |
| 2026-05-27 | A- | 4/5 | 1/5 | 3/5 | 4/5 | 3/5 | 4/5 | 5/5 |
| 2026-05-26 | A- | 4/5 | 1/5 | 3/5 | 4/5 | 3/5 | 4/5 | 5/5 |
| 2026-05-22 | B+ | 3/5 | 1/5 | 3/5 | 4/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-21 | B+ | 3/5 | 1/5 | 3/5 | 4/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-20 | B+ | 3/5 | 1/5 | 3/5 | 4/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-19 | B+ | 3/5 | 1/5 | 3/5 | 4/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-18 | B+ | 3/5 | 1/5 | 3/5 | 4/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-15 | A- | 4/5 | 1/5 | 3/5 | 4/5 | 3/5 | 4/5 | 5/5 |
| 2026-05-14 | A- | 4/5 | 1/5 | 3/5 | 4/5 | 3/5 | 4/5 | 5/5 |
| 2026-05-13 | A- | 4/5 | 1/5 | 3/5 | 4/5 | 3/5 | 4/5 | 5/5 |
| 2026-05-12 | A- | 4/5 | 1/5 | 3/5 | 4/5 | 3/5 | 4/5 | 5/5 |
| 2026-05-11 | A- | 4/5 | 1/5 | 3/5 | 4/5 | 3/5 | 4/5 | 5/5 |
| 2026-05-08 | A- | 4/5 | 1/5 | 3/5 | 4/5 | 3/5 | 4/5 | 5/5 |
| 2026-05-07 | A- | 4/5 | 1/5 | 3/5 | 4/5 | 3/5 | 4/5 | 5/5 |
| 2026-05-06 | A- | 4/5 | 1/5 | 3/5 | 4/5 | 3/5 | 4/5 | 5/5 |
| 2026-05-05 | A- | 4/5 | 1/5 | 3/5 | 4/5 | 3/5 | 4/5 | 5/5 |
| 2026-05-04 | A- | 4/5 | 1/5 | 3/5 | 4/5 | 3/5 | 4/5 | 5/5 |
| 2026-05-01 | B+ | 3/5 | 1/5 | 3/5 | 4/5 | 2/5 | 4/5 | 5/5 |
| 2026-04-30 | B+ | 3/5 | 1/5 | 3/5 | 4/5 | 2/5 | 4/5 | 5/5 |
| 2026-04-29 | B+ | 3/5 | 1/5 | 3/5 | 4/5 | 2/5 | 4/5 | 5/5 |
| 2026-04-28 | B+ | 3/5 | 1/5 | 3/5 | 4/5 | 2/5 | 4/5 | 5/5 |
| 2026-04-27 | B+ | 3/5 | 1/5 | 3/5 | 4/5 | 2/5 | 4/5 | 5/5 |
| 2026-04-24 | B+ | 3/5 | 1/5 | 3/5 | 4/5 | 2/5 | 4/5 | 5/5 |
| 2026-04-23 | B+ | 3/5 | 1/5 | 3/5 | 4/5 | 2/5 | 4/5 | 5/5 |
| 2026-04-22 | B+ | 3/5 | 1/5 | 3/5 | 4/5 | 2/5 | 4/5 | 5/5 |
| 2026-04-21 | A- | 4/5 | 1/5 | 3/5 | 5/5 | 2/5 | 4/5 | 5/5 |
| 2026-04-20 | A- | 4/5 | 1/5 | 3/5 | 5/5 | 2/5 | 4/5 | 5/5 |
| 2026-04-17 | A- | 4/5 | 1/5 | 3/5 | 5/5 | 2/5 | 4/5 | 5/5 |
| 2026-04-16 | A- | 4/5 | 1/5 | 3/5 | 5/5 | 2/5 | 4/5 | 5/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Gordon | 648.2K | 10.80% | 648.2K | — | 648.2K | — | IN | States | 2022-10-27 | ↗ |
| 2 | David Gordon | 548.8K | 8.60% | 548.8K | — | 548.8K | 10.00 | IN | United States | 2012-05-08 | ↗ |
| 3 | 13G | 545.0K | 8.50% | — | 545.0K | — | 545.0K | CO | Delaware | 2011-10-06 | ↗ |
| 4 | Andrew Gordon | 523.9K | 8.20% | 523.9K | — | 523.9K | 10.00 | IN | United States | 2012-05-08 | ↗ |
| 5 | 13-3127734 | 395.0K | 6.92% | 390.1K | — | 395.0K | — | HC | Delaware | 2022-02-14 | ↗ |
| 6 | 26-0385758 | 395.0K | 6.92% | 390.1K | — | 395.0K | — | IA | Delaware | 2022-02-14 | ↗ |
| 7 | The Vanguard Group - 23-1945930 | 289.1K | 5.06% | — | — | 289.1K | — | IA | Pennsylvania | 2022-02-09 | ↗ |
| 8 | 2. | 10.00 | 12.00% | — | 545.0K | — | 545.0K | HC, IN | United States of America | 2011-10-11 | ↗ |
| 9 | Abbe | — | 0.00% | — | — | — | — | HC, IN | United States America | 2012-02-14 | ↗ |
| 10 | Capital Ventures International | — | 0.00% | — | — | — | — | CO | Cayman Islands | 2012-02-14 | ↗ |
| 11 | Heights Capital Management, Inc. | — | 0.00% | — | — | — | — | CO | Delaware | 2012-02-14 | ↗ |
| 12 | Management L.L.C. | — | 0.00% | — | — | — | — | OO | United States America | 2012-02-14 | ↗ |
| 13 | Silverman | — | 0.00% | — | — | — | — | HC, IN | United States America | 2012-02-14 | ↗ |
| 14 | Sterling Gordon and Rachelle Gordon | — | 0.00% | — | — | — | — | IN | United States | 2012-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | RENAISSANCE TECHNOLOGIES LLC | 415.6K -28.2K (-6.4%) | 1.61M -415.6K (-20.5%) | 7.28% -0.494 pp | 0.00% 0.000 pp | USD4.29 -9.6% | 46 qtrs — |
| 2 | QUINN OPPORTUNITY PARTNERS LLC | 120.2K +— (+0.0%) | 466.2K -82.9K (-15.1%) | 2.10% +0.000 pp | 0.02% -0.019 pp | USD3.58 +8.4% | 26 qtrs — |
| 3 | VANGUARD GROUP INC | 90.3K +— (+0.0%) | 350.3K -62.3K (-15.1%) | 1.58% +0.000 pp | 0.00% +0.000 pp | USD5.04 -23.0% | 51 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 85.4K -2.4K (-2.8%) | 331.2K -70.1K (-17.5%) | 1.50% -0.043 pp | 0.00% +0.000 pp | USD3.90 -0.5% | 6 qtrs — |
| 5 | DRW SECURITIES, LLC | 67.3K +67.3K (+100.0%) | 261.0K +261.0K (+100.0%) | 1.18% +1.179 pp | 0.01% +0.007 pp | USD3.88 +0.0% | 1 qtrs NEW |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 53.8K +214.0 (+0.4%) | 208.7K -36.1K (-14.8%) | 0.94% +0.004 pp | 0.00% +0.000 pp | USD5.37 -27.7% | 48 qtrs — |
| 7 | CITADEL ADVISORS LLC | 36.2K -34.3K (-48.6%) | 140.4K -181.6K (-56.4%) | 0.63% -0.600 pp | 0.00% +0.000 pp | USD4.57 -15.1% | 12 qtrs — |
| 8 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 35.9K +4.6K (+14.7%) | 139.2K -3.7K (-2.6%) | 0.63% +0.081 pp | 0.00% 0.000 pp | USD3.72 +4.3% | 5 qtrs — |
| 9 | EMPOWERED FUNDS, LLC | 34.9K +4.6K (+15.2%) | 135.3K -3.0K (-2.2%) | 0.61% +0.081 pp | 0.00% 0.000 pp | USD3.73 +4.0% | 5 qtrs — |
| 10 | TWO SIGMA INVESTMENTS, LP | 32.1K -12.8K (-28.5%) | 124.7K -80.6K (-39.3%) | 0.56% -0.224 pp | 0.00% 0.000 pp | USD4.41 -12.0% | 3 qtrs — |
| 11 | GOLDMAN SACHS GROUP INC | 21.5K +1.6K (+8.0%) | 83.5K -7.5K (-8.3%) | 0.38% +0.028 pp | 0.00% +0.000 pp | USD3.83 +1.3% | 5 qtrs — |
| 12 | NORTHERN TRUST CORP | 18.8K +5.6K (+42.4%) | 73.0K +12.6K (+20.9%) | 0.33% +0.098 pp | 0.00% +0.000 pp | USD4.36 -11.0% | 2 qtrs — |
| 13 | MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 16.5K +— (+0.0%) | 64.0K -11.4K (-15.1%) | 0.29% +0.000 pp | 0.04% -0.005 pp | USD4.42 -12.2% | 3 qtrs — |
| 14 | CAPTRUST FINANCIAL ADVISORS | 15.5K +100.0 (+0.7%) | 60.0K -10.2K (-14.5%) | 0.27% +0.002 pp | 0.00% +0.000 pp | USD2.18 +78.0% | 7 qtrs — |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10.9K -2.0K (-15.8%) | 42.4K -16.9K (-28.5%) | 0.19% -0.036 pp | 0.00% +0.000 pp | USD4.33 -10.4% | 3 qtrs — |
| 16 | XTX TOPCO LTD | 10.7K +10.7K (+100.0%) | 41.5K +41.5K (+100.0%) | 0.19% +0.187 pp | 0.00% +0.001 pp | USD3.88 +0.0% | 3 qtrs — |
| 17 | ALLWORTH FINANCIAL LP | 6.5K -57.5K (-89.8%) | 25.2K -267.3K (-91.4%) | 0.11% -1.007 pp | 0.00% -0.001 pp | USD4.33 -10.4% | 3 qtrs — |
| 18 | MORGAN STANLEY | 3.7K -101.0 (-2.6%) | 14.4K -3.0K (-17.3%) | 0.07% -0.002 pp | 0.00% +0.000 pp | USD4.07 -4.7% | 51 qtrs — |
| 19 | ADVISOR GROUP HOLDINGS, INC. | 2.8K -16.9K (-85.8%) | 10.9K -76.5K (-87.6%) | 0.05% -0.296 pp | 0.00% 0.000 pp | USD3.24 +19.8% | 7 qtrs — |
| 20 | SBI SECURITIES CO., LTD. | 2.2K +— (+0.0%) | 8.7K -1.5K (-15.1%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD3.44 +12.8% | 5 qtrs — |
| 21 | FARTHER FINANCE ADVISORS, LLC | 1.8K -101.0 (-5.2%) | 7.1K -1.7K (-19.5%) | 0.03% -0.002 pp | 0.00% 0.000 pp | USD4.57 -15.1% | 2 qtrs — |
| 22 | UBS GROUP AG | 1.5K -2.0 (-0.1%) | 5.8K -1.0K (-15.2%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD3.85 +0.8% | 9 qtrs — |
| 23 | TOWER RESEARCH CAPITAL LLC (TRC) | 1.1K -91.0 (-7.7%) | 4.2K -1.2K (-21.7%) | 0.02% -0.002 pp | 0.00% +0.000 pp | USD2.40 +61.7% | 23 qtrs — |
| 24 | HARBOUR INVESTMENTS, INC. | 425.00 +— (+0.0%) | 1.6K -293.0 (-15.1%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD2.44 +59.0% | 15 qtrs — |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 406.00 +406.0 (+100.0%) | 1.6K +1.6K (+100.0%) | 0.01% +0.007 pp | 0.00% +0.000 pp | USD3.88 +0.0% | 1 qtrs NEW |
| 26 | LITMAN GREGORY WEALTH MANAGEMENT LLC | 200.00 +200.0 (+100.0%) | 776.00 +776.0 (+100.0%) | 0.00% +0.004 pp | 0.00% +0.000 pp | USD3.88 +0.0% | 1 qtrs NEW |
| 27 | TRIUMPH CAPITAL MANAGEMENT | 100.00 +— (+0.0%) | 388.00 -69.0 (-15.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD4.57 -15.1% | 2 qtrs — |
| 28 | BANK OF AMERICA CORP /DE/ | 47.00 +1.0 (+2.2%) | 182.00 -28.0 (-13.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD3.17 +22.4% | 7 qtrs — |
| 29 | CITIGROUP INC | 1.00 -1.6K (-99.9%) | 4.00 -7.3K (-99.9%) | 0.00% -0.028 pp | 0.00% +0.000 pp | USD4.00 -3.0% | 2 qtrs — |
| 30 | WELLS FARGO & COMPANY/MN | 1.00 +— (+0.0%) | 3.00 -2.0 (-40.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD4.00 -3.0% | 2 qtrs — |
| 31 | INTEGRATED WEALTH CONCEPTS LLC | — -10.0K (-100.0%) | — -45.7K (-100.0%) | 0.00% -0.175 pp | 0.00% 0.000 pp | USD— | 6 qtrs SOLD |
| 32 | ACADIAN ASSET MANAGEMENT LLC | — -5.6K (-100.0%) | — -25.0K (-100.0%) | 0.00% -0.098 pp | 0.00% +0.000 pp | USD— | 4 qtrs SOLD |
| 33 | VIRTU FINANCIAL LLC | — -11.5K (-100.0%) | — -53.0K (-100.0%) | 0.00% -0.202 pp | 0.00% -0.003 pp | USD— | 2 qtrs SOLD |
| 34 | JANE STREET GROUP, LLC | — -13.3K (-100.0%) | — -60.8K (-100.0%) | 0.00% -0.233 pp | 0.00% +0.000 pp | USD— | 3 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.01% | 107.6K | 0.47% |
| 2 | Dimensional - US Small Cap Value ETF DFSV | 0.00% | 79.7K | 0.30% |
| 3 | Dimensional - US Targeted Value ETF DFAT | 0.00% | 58.5K | 0.28% |
| 4 | Dimensional - US Sustainability Core 1 ETF DFSU | 0.00% | 8.0K | 0.15% |
| 5 | Vanguard Extended Market ETF VXF | 0.00% | 245.4K | 0.05% |
| 6 | Dimensional - US Core Equity 1 ETF DCOR | 0.00% | 4.9K | 0.14% |
| 7 | Dimensional - US Small Cap ETF DFAS | 0.00% | 9.6K | 0.26% |
| 8 | Dimensional - US Core Equity 2 ETF DFAC | 0.00% | 13.9K | 0.17% |
| 9 | Vanguard U.S. Total Market Shares Index ETF VTS.AX | 0.00% | 199.14 | 0.03% |
| 10 | Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO | 0.00% | 40.39 | 0.17% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024-07-01 | GORDON ANDREW | Director / Officer / 10% Owner | P-Purchase | A | Common Stock, $0.001 par value | 10,000 | 2.15 | 21.5K | 39,000 | — | ↗ |
| 2024-06-28 | GORDON ANDREW | Director / Officer / 10% Owner | P-Purchase | A | Common Stock, $0.001 par value | 5,000 | 2.40 | 12.0K | 29,000 | — | ↗ |
| 2024-06-27 | GORDON DAVID | Director / Officer / 10% Owner | P-Purchase | A | Common Stock, $0.001 par value | 6,856 | 2.09 | 14.3K | 374,037 | — | ↗ |
| 2024-06-27 | GORDON ANDREW | Director / Officer / 10% Owner | P-Purchase | A | Common Stock, $0.001 par value | 10,000 | 2.09 | 20.9K | 24,000 | — | ↗ |
| 2021-09-17 | Thomas George F | Director | P-Purchase | A | Common Stock, $0.001 par value | 1,000 | 4.39 | 4.4K | 3,000 | — | ↗ |
| 2021-09-17 | Rotelli John | Director | P-Purchase | A | Common Stock, $0.001 par value | 500 | 4.33 | 2.2K | 6,548 | — | ↗ |
| 2021-09-17 | GORDON DAVID | Director / Officer | P-Purchase | A | Common Stock, $0.001 par value | 5,000 | 4.36 | 21.8K | 367,181 | — | ↗ |
| 2021-09-17 | GORDON ANDREW | Director / Officer | P-Purchase | A | Common Stock, $0.001 par value | 5,000 | 4.30 | 21.5K | 14,000 | — | ↗ |
| 2020-09-24 | Rotelli John | Director | P-Purchase | A | Common Stock, $0.001 par value | 750 | 3.45 | 2.6K | 6,048 | — | ↗ |
| 2020-09-21 | GORDON DAVID | Director / Officer | P-Purchase | A | Common Stock, $0.001 par value | 5,000 | 3.14 | 15.7K | 362,181 | — | ↗ |
| 2020-09-21 | GORDON ANDREW | Director / Officer | P-Purchase | A | Common Stock, $0.001 par value | 4,381 | 3.30 | 14.5K | 9,000 | — | ↗ |
| 2020-09-18 | GORDON ANDREW | Director / Officer | P-Purchase | A | Common Stock, $0.001 par value | 619 | 3.29 | 2.0K | 4,619 | — | ↗ |
| 2020-05-13 | Knepper Barry | Director | P-Purchase | A | Common Stock, $0.001 par value | 5,067 | 2.64 | 13.4K | 22,010 | — | ↗ |
| 2020-05-12 | Knepper Barry | Director | P-Purchase | A | Common Stock, $0.001 par value | 10 | 2.64 | 26.40 | 16,943 | — | ↗ |
| 2020-04-16 | Rotelli John | Director | P-Purchase | A | Common Stock, $0.001 par value | 1,290 | 2.70 | 3.5K | 5,298 | — | ↗ |
| 2020-04-13 | Rotelli John | Director | P-Purchase | A | Common Stock, $0.001 par value | 2,158 | 2.97 | 6.4K | 4,008 | — | ↗ |
| 2020-04-06 | Knepper Barry | Director | P-Purchase | A | Common Stock, $0.001 par value | 1,419 | 2.20 | 3.1K | 16,933 | — | ↗ |
| 2020-04-02 | Knepper Barry | Director | P-Purchase | A | Common Stock, $0.001 par value | 100 | 2.20 | 220.00 | 15,514 | — | ↗ |
| 2020-04-01 | Knepper Barry | Director | P-Purchase | A | Common Stock, $0.001 par value | 1,463 | 2.20 | 3.2K | 15,414 | — | ↗ |
| 2020-03-27 | Knepper Barry | Director | P-Purchase | A | Common Stock, $0.001 par value | 2,949 | 2.60 | 7.7K | 13,951 | — | ↗ |
| 2020-03-25 | Knepper Barry | Director | P-Purchase | A | Common Stock, $0.001 par value | 7,501 | 2.51 | 18.8K | 11,002 | — | ↗ |
| 2020-03-24 | Knepper Barry | Director | P-Purchase | A | Common Stock, $0.001 par value | 2,501 | 2.50 | 6.3K | 3,501 | — | ↗ |
| 2019-07-30 | GORDON DAVID | Director / Officer | J-Other | D | Common Stock, $0.001 par value | 24,933 | 0.00 | — | 25,007 | — | ↗ |
| 2019-04-18 | Thomas George F | Director | A-Award | A | Stock option (right to buy) | 3,000 | 5.43 | 16.3K | 3,000 | — | ↗ |
| 2019-04-18 | Rotelli John | Director | A-Award | A | Stock option (right to buy) | 14,000 | 5.43 | 76.0K | 14,000 | — | ↗ |
| 2019-04-18 | Knepper Barry | Director | A-Award | A | Stock option (right to buy) | 14,000 | 5.43 | 76.0K | 14,000 | — | ↗ |
| 2019-04-18 | GORDON DAVID | Director / Officer | A-Award | A | Stock option (right to buy) | 281,000 | 5.43 | 1.53M | 281,000 | — | ↗ |
| 2019-04-18 | GORDON ANDREW | Director / Officer | A-Award | A | Stock option (right to buy) | 349,000 | 5.43 | 1.90M | 349,000 | — | ↗ |
| 2019-04-18 | Dwyer Daniel | Director | A-Award | A | Stock option (right to buy) | 14,000 | 5.43 | 76.0K | 14,000 | — | ↗ |
| 2019-04-18 | DECAPUA GERARD | Director | A-Award | A | Stock option (right to buy) | 14,000 | 5.43 | 76.0K | 14,000 | — | ↗ |
| 2018-07-11 | GORDON ANDREW | Director / Officer | P-Purchase | A | Common Stock, $0.001 par value | 4,000 | 5.15 | 20.6K | 273,750 | — | ↗ |
| 2018-03-16 | GORDON ANDREW | Director / Officer | P-Purchase | A | Common Stock, $0.001 par value | 3,321 | 4.38 | 14.5K | 4,000 | — | ↗ |
| 2018-03-15 | GORDON ANDREW | Director / Officer | P-Purchase | A | Common Stock, $0.001 par value | 679 | 4.38 | 3.0K | 679 | — | ↗ |
| 2017-09-15 | Dwyer Daniel | Director | P-Purchase | A | Common Stock, $0.001 par value | 1,000 | 4.38 | 4.4K | 5,900 | — | ↗ |
| 2017-06-16 | GORDON DAVID | Director / Officer | P-Purchase | A | Common Stock, $0.001 par value | 5,000 | 4.43 | 22.2K | 357,181 | — | ↗ |
| 2017-06-16 | GORDON ANDREW | Director / Officer | P-Purchase | A | Common Stock, $0.001 par value | 6,934 | 4.41 | 30.6K | 269,750 | — | ↗ |
| 2017-06-15 | Thomas George F | Director | P-Purchase | A | Common Stock, $0.001 par value | 2,000 | 4.36 | 8.7K | 2,000 | — | ↗ |
| 2017-06-15 | GORDON ANDREW | Director / Officer | P-Purchase | A | Common Stock, $0.001 par value | 3,066 | 4.40 | 13.5K | 262,816 | — | ↗ |
| 2017-06-15 | Dwyer Daniel | Director | P-Purchase | A | Common Stock, $0.001 par value | 2,500 | 4.37 | 10.9K | 4,900 | — | ↗ |
| 2017-04-07 | GORDON ANDREW | Director / Officer | P-Purchase | A | Common Stock, $0.001 par value | 3,300 | 4.57 | 15.1K | 259,750 | — | ↗ |
| 2017-04-06 | GORDON ANDREW | Director / Officer | P-Purchase | A | Common Stock, $0.001 par value | 1,600 | 4.58 | 7.3K | 256,450 | — | ↗ |
| 2017-04-05 | GORDON ANDREW | Director / Officer | P-Purchase | A | Common Stock, $0.001 par value | 100 | 4.60 | 460.00 | 254,850 | — | ↗ |
| 2017-04-04 | GORDON ANDREW | Director / Officer | P-Purchase | A | Common Stock, $0.001 par value | 165 | 4.73 | 780.45 | 254,750 | — | ↗ |
| 2017-04-03 | GORDON ANDREW | Director / Officer | P-Purchase | A | Common Stock, $0.001 par value | 4,835 | 4.66 | 22.5K | 254,585 | — | ↗ |
| 2016-09-19 | GORDON ANDREW | Director / Officer | P-Purchase | A | Common Stock, $0.001 par value | 8,000 | 5.39 | 43.1K | 249,750 | — | ↗ |
| 2016-06-28 | GORDON ANDREW | Director / Officer | P-Purchase | A | Common Stock, $0.001 par value | 4,766 | 5.21 | 24.8K | 241,750 | — | ↗ |
| 2016-05-16 | GORDON DAVID | Director / Officer | J-Other | D | Common Stock, $0.001 par value | 25,054 | 0.00 | — | 49,940 | — | ↗ |
| 2016-03-29 | Dwyer Daniel | Director | P-Purchase | A | Common Stock, $0.001 par value | 200 | 4.00 | 800.00 | 2,400 | — | ↗ |
| 2016-03-24 | GORDON ANDREW | Director / Officer | P-Purchase | A | Common Stock, $0.001 par value | 2,601 | 3.90 | 10.1K | 236,984 | — | ↗ |
| 2016-03-23 | GORDON ANDREW | Director / Officer | P-Purchase | A | Common Stock, $0.001 par value | 1,200 | 3.91 | 4.7K | 234,383 | — | ↗ |
| 2016-03-22 | Dwyer Daniel | Director | P-Purchase | A | Common Stock, $0.001 par value | 200 | 3.94 | 788.00 | 2,200 | — | ↗ |
| 2016-02-03 | Thomas George F | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2015-10-09 | Rotelli John | Director | P-Purchase | A | Common Stock, $0.001 par value | 750 | 4.11 | 3.1K | 1,850 | — | ↗ |
| 2015-10-09 | GORDON DAVID | Director / Officer | P-Purchase | A | Common Stock, $0.001 par value | 4,050 | 4.11 | 16.6K | 352,181 | — | ↗ |
| 2015-10-08 | GORDON ANDREW | Director / Officer | P-Purchase | A | Common Stock, $0.001 par value | 5,000 | 4.10 | 20.5K | 233,183 | — | ↗ |
| 2015-04-13 | Knepper Barry | Director | P-Purchase | A | Common Stock, $0.001 Par Value | 1,000 | 4.98 | 5.0K | 1,000 | — | ↗ |
| 2015-04-06 | Rotelli John | Director | P-Purchase | A | Common Stock, $0.001 par value | 1,000 | 5.07 | 5.1K | 1,100 | — | ↗ |
| 2015-03-13 | GORDON DAVID | Director / Officer | P-Purchase | A | Common Stock, $0.001 par value | 342 | 4.79 | 1.6K | 348,131 | — | ↗ |
| 2015-03-12 | GORDON DAVID | Director / Officer | P-Purchase | A | Common Stock, $0.001 par value | 9,658 | 4.76 | 46.0K | 347,789 | — | ↗ |
| 2015-03-11 | GORDON ANDREW | Director / Officer | P-Purchase | A | Common Stock, $0.001 par value | 10,000 | 4.69 | 46.9K | 228,183 | — | ↗ |
| 2014-10-14 | GORDON ANDREW | Director / Officer | P-Purchase | A | Common Stock, $0.001 par value | 1,730 | 5.50 | 9.5K | 218,183 | — | ↗ |
| 2014-10-13 | GORDON ANDREW | Director / Officer | P-Purchase | A | Common Stock, $0.001 par value | 8,270 | 5.48 | 45.3K | 216,453 | — | ↗ |
| 2014-09-18 | GORDON ANDREW | Director / Officer | G-Gift | D | Common Stock, $0.001 par value | 3,000 | 0.00 | — | 208,183 | — | ↗ |
| 2014-07-18 | Dwyer Daniel | Director | P-Purchase | A | Common Stock, $0.001 par value | 1,000 | 6.29 | 6.3K | 2,000 | — | ↗ |
| 2014-07-08 | GORDON ANDREW | Director / Officer | G-Gift | D | Common Stock, $0.001 par value | 5,000 | 0.00 | — | 211,183 | — | ↗ |
| 2014-04-10 | GORDON ANDREW | Director / Officer | S-Sale | D | Common Stock, $0.001 par value | 44,160 | 7.88 | 348.0K | 216,183 | — | ↗ |
| 2014-04-09 | GORDON ANDREW | Director / Officer | S-Sale | D | Common Stock, $0.001 par value | 80,038 | 8.10 | 648.3K | 260,343 | — | ↗ |
| 2014-04-02 | Rotelli John | Director | S-Sale | D | Common Stock, $0.001 par value | 1,000 | 7.53 | 7.5K | 100 | — | ↗ |
| 2013-05-09 | GORDON ANDREW | Director / Officer / 10% Owner | S-Sale | D | Common Stock, $0.001 par value | 21,723 | 7.01 | 152.3K | 340,381 | — | ↗ |
| 2013-05-06 | GORDON ANDREW | Director / Officer / 10% Owner | S-Sale | D | Common Stock, $0.001 par value | 3,319 | 7.01 | 23.3K | 387,073 | — | ↗ |
| 2013-04-15 | GORDON ANDREW | Director / Officer / 10% Owner | G-Gift | D | Common Stock, $0.001 par value | 4,000 | 0.00 | — | 390,392 | — | ↗ |
| 2012-09-12 | GORDON DAVID | Director / Officer | S-Sale | D | Common Stock, $0.001 par value | 119,293 | 9.00 | 1.07M | 363,185 | — | ↗ |
| 2012-09-12 | GORDON ANDREW | Director / Officer / 10% Owner | S-Sale | D | Common Stock, $0.001 par value | 113,116 | 9.00 | 1.02M | 344,381 | — | ↗ |
| 2012-07-02 | Rotelli John | Director | P-Purchase | A | Common Stock, 0.001 par value | 1,000 | 5.95 | 6.0K | 1,100 | — | ↗ |
| 2012-05-02 | GORDON DAVID | Director / Officer / 10% Owner | S-Sale | D | Common Stock, $0.001 par value | 724 | 9.01 | 6.5K | 99,628 | — | ↗ |
| 2012-05-02 | GORDON ANDREW | Director / Officer / 10% Owner | S-Sale | D | Common Stock, $0.001 par value | 3,857 | 9.01 | 34.8K | 523,934 | — | ↗ |
| 2012-05-01 | GORDON DAVID | Director / Officer / 10% Owner | S-Sale | D | Common Stock, $0.001 par value | 19,648 | 9.12 | 179.2K | 100,352 | — | ↗ |
| 2012-05-01 | GORDON ANDREW | Director / Officer / 10% Owner | S-Sale | D | Common Stock, $0.001 par value | 75,117 | 9.14 | 686.6K | 527,791 | — | ↗ |
| 2012-04-05 | GORDON DAVID | Director / Officer / 10% Owner | S-Sale | D | Common Stock $0.001 par value | 125,000 | 9.47 | 1.18M | 529,908 | — | ↗ |
| 2012-04-05 | GORDON ANDREW | Director / Officer / 10% Owner | S-Sale | D | Common Stock, $0.001 par value | 145,000 | 9.47 | 1.37M | 602,908 | — | ↗ |
| 2012-04-04 | GORDON DAVID | Director / Officer / 10% Owner | S-Sale | D | Common Stock $0.001 par value | 125,000 | 10.17 | 1.27M | 654,908 | — | ↗ |
| 2012-04-04 | GORDON ANDREW | Director / Officer / 10% Owner | S-Sale | D | Common Stock, $0.001 par value | 145,000 | 10.81 | 1.57M | 747,908 | — | ↗ |
| 2011-10-31 | GORDON DAVID | Director / Officer / 10% Owner | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2011-09-30 | GORDON DAVID | Director / Officer / 10% Owner | S-Sale | D | Common Stock, $0.001 par value per share | 100,000 | 9.92 | 992.0K | 779,908 | — | ↗ |
| 2011-09-30 | GORDON ANDREW | Director / Officer / 10% Owner | S-Sale | D | Common Stock, $0.001 par value per share | 100,000 | 9.92 | 992.0K | 892,908 | — | ↗ |
| 2011-09-29 | Dwyer Daniel | Director | P-Purchase | A | Common Stock, $0.001 par value | 1,000 | 8.60 | 8.6K | 1,000 | — | ↗ |
| 2011-07-13 | GORDON ANDREW | Director / Officer / 10% Owner | G-Gift | D | Common Stock, $0.001 par value | 2,000 | 0.00 | — | 992,908 | — | ↗ |
| 2011-07-12 | GORDON DAVID | Director / Officer / 10% Owner | S-Sale | D | Common Stock, $0.001 par value | 60,000 | 25.01 | 1.50M | 1,059,908 | — | ↗ |
| 2011-07-12 | GORDON ANDREW | Director / Officer / 10% Owner | S-Sale | D | Common Stock, $0.001 par value | 5,000 | 25.81 | 129.1K | 1,004,908 | — | ↗ |
| 2011-07-11 | Dwyer Daniel | Director | S-Sale | D | Common Stock, $0.001 par value | 100 | 30.54 | 3.1K | 600 | — | ↗ |
| 2010-06-15 | Knepper Barry | Director | S-Sale | D | Common Stock, $.001 par value | 6,000 | 5.50 | 33.0K | 0 | — | ↗ |
| 2010-03-10 | Gordon Sterling A | 10% Owner | G-Gift | D | Common Stock, $.001 par value | 37,851 | 0.00 | — | 371,841 | — | ↗ |
| 2010-03-10 | Gordon Rachelle L | 10% Owner | G-Gift | D | Common Stock, $.001 par value | 37,851 | 0.00 | — | 172,241 | — | ↗ |
| 2009-04-15 | Gordon Sterling A | 10% Owner | G-Gift | D | Common Stock, $.001 par value | 240,000 | 0.00 | — | 210,092 | — | ↗ |
| 2009-04-15 | Gordon Rachelle L | 10% Owner | G-Gift | D | Common Stock, $.001 par value | 240,000 | 0.00 | — | 409,692 | — | ↗ |
| 2009-04-15 | GORDON DAVID | Director / Officer / 10% Owner | G-Gift | A | Common Stock, par value $0.001 per share | 180,000 | 0.00 | — | 180,000 | — | ↗ |
| 2009-04-15 | GORDON ANDREW | Director / Officer / 10% Owner | G-Gift | A | Common Stock, par value $.001 per share | 120,000 | 0.00 | — | 120,000 | — | ↗ |
| 2009-02-19 | Dwyer Daniel | Director | S-Sale | D | Common Stock, $.001 par value | 300 | 0.66 | 198.00 | 900 | — | ↗ |
| 2007-04-25 | Knepper Barry | Director | P-Purchase | A | Common Stock, $.001 par value | 6,000 | 4.00 | 24.0K | 6,000 | — | ↗ |
| 2007-04-16 | Dwyer Daniel | Director | P-Purchase | A | Common Stock, $.001 par value | 500 | 4.08 | 2.0K | 1,300 | — | ↗ |
| 2005-10-13 | GORDON ANDREW | Director / Officer / 10% Owner | P-Purchase | A | Common Stock, $.001 par value | 1,000 | 4.75 | 4.8K | 1,034,908 | — | ↗ |
| 2005-08-11 | Rotelli John | Director | — | D | Common Stock; $.001 par value | 0 | 0.00 | — | 100 | — | ↗ |
| 2005-05-06 | Williams Robert M | Director | — | D | Common Stock, $.001 par value | 0 | 0.00 | — | 681 | — | ↗ |
| 2005-05-06 | Reda Sal | Director | — | D | No Securities owned | 0 | 0.00 | — | 0 | — | ↗ |
| 2005-05-06 | Knepper Barry | Director | — | D | No securities owned | 0 | 0.00 | — | 0 | — | ↗ |
| 2005-05-02 | Gordon Sterling A | 10% Owner | — | I | Common Stock, $.001 par value | 0 | 0.00 | — | 450,092 | — | ↗ |
| 2005-05-02 | Gordon Rachelle L | 10% Owner | — | D | Common Stock, $.001 par value | 0 | 0.00 | — | 450,092 | — | ↗ |
| 2005-05-02 | GORDON DAVID | Director / Officer / 10% Owner | — | D | Common Stock, $.001 par value | 0 | 0.00 | — | 1,024,908 | — | ↗ |
| 2005-05-02 | GORDON ANDREW | Director / Officer / 10% Owner | — | D | Common Stock, $.001 par value | 0 | 0.00 | — | 1,024,908 | — | ↗ |
| 2005-05-02 | Dwyer Daniel | Director | — | D | Common Stock, $.001 par value | 0 | 0.00 | — | 100 | — | ↗ |
| 2005-05-02 | DECAPUA GERARD | Director | — | D | Common Stock, $.001 par value | 0 | 0.00 | — | 100 | — | ↗ |
| 2004-05-06 | Williams Robert M | Director | — | D | Common Stock, $.001 par value | 0 | 0.00 | — | 100 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | David Gordon, Executive Vice President - Operations and Secretary | 268.0K | — | — | — | — | 69.7K | 337.7K | 0.00% | ↗ |
| 2 | 2024 | Andrew Gordon, President, Chief Executive Officer, Chief Financial Officer and Treasurer | 288.0K | — | — | — | — | 36.4K | 324.4K | 0.00% | ↗ |
| 3 | 2023 | Andrew Gordon, President, Chief Executive Officer, Chief Financial Officer and Treasurer | 304.5K | 10.0K | — | — | — | 55.1K | 369.6K | 0.00% | ↗ |
| 4 | 2023 | David Gordon, Executive Vice President - Operations and Secretary | 270.4K | 10.0K | — | — | — | 73.1K | 353.5K | 0.00% | ↗ |
| 5 | 2022 | Andrew Gordon, President, Chief Executive Officer, Chief Financial Officer and Treasurer | 323.9K | — | — | — | — | 59.4K | 383.2K | 0.00% | ↗ |
| 6 | 2022 | David Gordon, Executive Vice President - Operations and Secretary | 270.4K | — | — | — | — | 84.2K | 354.6K | 0.00% | ↗ |
| 7 | 2021 | Andrew Gordon, President, Chief Executive Officer, Chief Financial Officer and Treasurer | 338.1K | — | — | — | — | 42.4K | 380.5K | 0.00% | ↗ |
| 8 | 2021 | David Gordon, Executive Vice President - Operations and Secretary | 274.7K | — | — | — | — | 71.3K | 346.0K | 0.00% | ↗ |
| 9 | 2020 | Andrew Gordon, President, Chief Executive Officer, Chief Financial Officer and Treasurer | 357.0K | — | — | — | — | 64.3K | 421.3K | 0.00% | ↗ |
| 10 | 2020 | David Gordon, Executive Vice President - Operations and Secretary | 324.0K | — | — | — | — | 80.9K | 404.9K | 0.00% | ↗ |
| 11 | 2019 | Andrew Gordon, President, Chief Executive Officer, Chief Financial Officer and Treasurer | 363.9K | — | 844.6K | — | — | 31.3K | 1.24M | 68.13% | ↗ |
| 12 | 2019 | David Gordon, Executive Vice President - Operations and Secretary | 330.2K | — | 680.0K | — | — | 71.9K | 1.08M | 62.85% | ↗ |
| 13 | 2018 | David Gordon, Executive Vice President - Operations and Secretary | 324.0K | 10.0K | — | — | — | 64.9K | 398.9K | 0.00% | ↗ |
| 14 | 2018 | Andrew Gordon, President, Chief Executive Officer, Chief Financial Officer and Treasurer | 357.0K | 10.0K | — | — | — | 30.3K | 397.3K | 0.00% | ↗ |
| 15 | 2017 | Andrew Gordon, President, Chief Executive Officer, Chief Financial Officer and Treasurer | 379.9K | — | — | — | — | 55.7K | 435.6K | 0.00% | ↗ |
| 16 | 2017 | David Gordon, Executive Vice President - Operations and Secretary | 318.9K | — | — | — | — | 63.4K | 382.3K | 0.00% | ↗ |
| 17 | 2016 | Andrew Gordon, President, Chief Executive Officer, Chief Financial Officer and Treasurer | 361.0K | — | — | — | — | 44.0K | 405.0K | 0.00% | ↗ |
| 18 | 2016 | Andrew Gordon , President, Chief Executive Officer, Chief Financial Officer and Treasurer | 361.0K | — | — | — | — | 44.0K | 405.0K | 0.00% | ↗ |
| 19 | 2016 | David Gordon , Executive Vice President - Operations and Secretary | 294.4K | — | — | — | — | 59.6K | 354.0K | 0.00% | ↗ |
| 20 | 2016 | David Gordon, Executive Vice President - Operations and Secretary | 294.4K | — | — | — | — | 59.6K | 354.0K | 0.00% | ↗ |
| 21 | 2015 | Andrew Gordon , President, Chief Executive Officer, Chief Financial Officer and Treasurer | 360.6K | — | — | — | — | 30.1K | 390.7K | 0.00% | ↗ |
| 22 | 2015 | David Gordon , Executive Vice President - Operations and Secretary | 292.7K | — | — | — | — | 56.7K | 349.4K | 0.00% | ↗ |
| 23 | 2014 | Andrew Gordon , President, Chief Executive Officer, Chief Financial Officer and Treasurer | 360.0K | 25.0K | — | — | — | 41.7K | 426.7K | 0.00% | ↗ |
| 24 | 2014 | David Gordon , Executive Vice President - Operations and Secretary | 249.4K | 25.0K | — | — | — | 55.2K | 329.6K | 0.00% | ↗ |
| 25 | 2013 | Andrew Gordon , President, Chief Executive Officer, Chief Financial Officer and Treasurer | 333.1K | — | — | — | — | 27.4K | 360.5K | 0.00% | ↗ |
| 26 | 2013 | David Gordon , Executive Vice President - Operations and Secretary | 249.0K | — | — | — | — | 54.5K | 303.5K | 0.00% | ↗ |
| 27 | 2012 | Andrew Gordon , President, Chief Executive Officer, Chief Financial Officer and Treasurer | 324.7K | 65.0K | — | — | — | 61.5K | 451.2K | 0.00% | ↗ |
| 28 | 2012 | David Gordon , Executive Vice President - Operations and Secretary | 252.4K | 65.0K | — | — | — | 58.5K | 375.9K | 0.00% | ↗ |
| 29 | 2011 | Andrew Gordon , President, Chief Executive Officer, Chief Financial Officer and Treasurer | 370.0K | — | — | — | — | 48.4K | 410.4K | 0.00% | ↗ |
| 30 | 2011 | David Gordon , Executive Vice President - Operations and Secretary | 259.4K | — | — | — | — | 46.7K | 306.1K | 0.00% | ↗ |
| 31 | 2010 | Andrew Gordon , President, Chief Executive Officer, Chief Financial Officer and Treasurer | 350.0K | 90.8K | — | — | — | 48.4K | 489.2K | 0.00% | ↗ |
| 32 | 2010 | David Gordon , Executive Vice President - Operations and Secretary | 250.0K | 75.0K | — | — | — | 48.5K | 373.5K | 0.00% | ↗ |
| 33 | 2009 | Andrew Gordon , President, Chief Executive Officer, Chief Financial Officer and Treasurer | 350.0K | 99.0K | — | — | — | 43.1K | 492.1K | 0.00% | ↗ |
| 34 | 2009 | David Gordon , Executive Vice President - Operations and Secretary | 250.0K | 65.0K | — | — | — | 38.4K | 353.4K | 0.00% | ↗ |
| 35 | 2008 | Andrew Gordon, President, Chief Executive Officer, Chief Financial Officer and Treasurer | 356.7K | — | — | — | — | 19.4K | 376.1K | 0.00% | ↗ |
| 36 | 2008 | Andrew Gordon , President, Chief Executive Officer, Chief Financial Officer and Treasurer | 356.7K | — | — | — | — | 19.4K | 376.1K | 0.00% | ↗ |
| 37 | 2008 | David Gordon , Executive Vice President - Operations and Secretary | 254.2K | — | — | — | — | 28.1K | 282.3K | 0.00% | ↗ |
| 38 | 2008 | David Gordon, Executive Vice President - Operations and Secretary | 254.2K | — | — | — | — | 28.1K | 282.3K | 0.00% | ↗ |
| 39 | 2007 | David Gordon , Executive Vice President - Operations and Secretary | 250.0K | — | — | — | — | 17.8K | 407.8K | 0.00% | ↗ |
| 40 | 2007 | David Gordon, Executive Vice President - Operations and Secretary | 250.0K | — | — | — | — | 17.8K | 407.8K | 0.00% | ↗ |
| 41 | 2007 | Andrew Gordon , President, Chief Executive Officer, Chief Financial Officer and Treasurer | 350.0K | — | — | — | — | 50.0K | 400.0K | 0.00% | ↗ |
| 42 | 2007 | Andrew Gordon, President, Chief Executive Officer, Chief Financial Officer and Treasurer | 350.0K | — | — | — | — | 50.0K | 400.0K | 0.00% | ↗ |
| 43 | 2007 | David Gordon, Executive Vice President – Operations and Secretary | 250.0K | — | — | — | — | 17.8K | 267.8K | 0.00% | ↗ |
| 44 | 2006 | Andrew Gordon President, Chief Executive Officer, Chief Financial Officer and Treasurer | 286.4K | 35.0K | — | — | — | 35.9K | 357.3K | 0.00% | ↗ |
| 45 | 2006 | David Gordon Executive Vice President-Operations and Secretary | 249.6K | 25.0K | — | — | — | 18.1K | 292.7K | 0.00% | ↗ |
| 46 | 2005 | Andrew Gordon President, Chief Executive Officer, Chief Financial Officer and Treasurer | 290.2K | — | — | — | — | 35.9K | 326.1K | 0.00% | ↗ |
| 47 | 2005 | David Gordon Executive Vice President-Operations and Secretary | 245.1K | 39.0K | — | — | — | 18.1K | 302.1K | 0.00% | ↗ |
| 48 | 2004 | Andrew Gordon President, Chief Executive Officer, Chief Financial Officer and Treasurer | 269.5K | 39.0K | — | — | — | 35.9K | 344.4K | 0.00% | ↗ |
| 49 | 2004 | David Gordon Executive Vice President-Operations and Secretary | 224.4K | 39.0K | — | — | — | 18.1K | 281.5K | 0.00% | ↗ |
| 50 | 2003 | Andrew Gordon President, Chief Executive Officer, Chief Financial Officer and Treasurer | 245.0K | 33.0K | — | — | — | 35.9K | 313.9K | 0.00% | ↗ |
| 51 | 2003 | David Gordon Executive Vice President-Operations and Secretary | 204.4K | 33.0K | — | — | — | 18.1K | 255.5K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Andrew Gordon | Chairman, President, Chief Executive Officer, Chief Financial Officer & Treasurer | 436.4K | male |
| David Gordon | Executive Vice President of Operations, Chief Operating Officer, Secretary & Director | 343.7K | male |
| Erik Hansen | Executive Vice President of Sales | — | male |
| Robert Penrose | Chief Operating Officer of Sonofresco | — | male |
| Sterling Gordon | Founder | — | male |
No Senate trading activity found for this company.
No House trading activity found for this company.
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for JVA
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.

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)
