Kingstone Companies, Inc. (KINS)
Kingston, NY, US
Kingstone Companies, Inc., through its operating entity Kingstone Insurance Company, focuses on delivering property and casualty insurance to individual clients across New York. The firm's product range encompasses various personal lines, including coverage for homeowners, multi-peril dwelling fire incidents, cooperative and condominium units, renters, and personal umbrella liability. Beyond personal policies, Kingstone also offers specialized physical damage-only insurance for commercial for-hire vehicles such as livery cars, car services, and taxicabs, alongside canine legal liability policies and reinsurance solutions. Its offerings are distributed through a broad network of retail and wholesale agents and brokers. Founded in 1886 and headquartered in Kingston, New York, the company was formerly known as DCAP Group, Inc., prior to its name change in July 2009.
4 articles
- Kingstone Companies (KINS) Upgraded to Buy: Here's What You Should Know Zacks Investment Research
- Kingstone to Launch Proactive Electrical Fire Prevention Program for New York Policyholders GlobeNewsWire
- Tom Gardner's Five Stocks for the Long Term: Big Diversification, AI Research, and Caution Fool - Investing News
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +4.26% | -10.10% | -2.65% | -8.76% | -2.46% | -12.77% | -18.31% | +1,144.07% | +77.72% | +62.57% | +203.31% |
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
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Insurance - Property & Casualty: +14.1%+28.4% ★ Q1'26: +18.4% (vs Q1'25)
-
EPS growth Insurance - Property & Casualty: +27.5%+94.6% ★ Q1'26: -248.1% (vs Q1'25)
-
FCF margin FCF growth · Insurance - Property & Casualty: +25.6%+36.6% ★ Q1'26: +14,578.6% (vs Q1'25)
-
EBIT margin Insurance - Property & Casualty: +16.3%+25.9% ★ Q1'26: -12.4% (vs Q1'25)
-
ROIC Insurance - Property & Casualty: +7.9%— Q1'26: +0.0% (vs Q1'25)
-
Share dilution Insurance - Property & Casualty: +0.4%+13.8% Q1'26: +1.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Insurance - Property & Casualty: -0.10×0.08× ★ Q1'26: -154.19× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
64.18M
est: 91.22M (-29.6%)
|
77.44M
est: 103.80M (-25.4%)
|
92.77M
est: 121.07M (-23.4%)
|
113.77M
est: 130.80M (-13.0%)
|
145.12M
est: 171.54M (-15.4%)
|
131.37M
est: 169.88M (-22.7%)
|
161.23M
est: 178.65M (-9.7%)
|
130.16M
est: 200.41M (-35.1%)
|
144.19M
est: 201.14M (-28.3%)
|
155.14M
est: 242.00M (-35.9%)
|
199.19M
est: 278.00M (-28.3%)
|
322.20M
322.20M – 322.20M
+15.9% YoY
|
381.30M
381.30M – 381.30M
+18.3% YoY
|
| EBITDA |
11.34M
est: 206.3K (+5,396.8%)
|
14.54M
est: 234.8K (+6,094.1%)
|
15.77M
est: 273.8K (+5,660.0%)
|
6.62M
est: 295.9K (+2,136.2%)
|
-3.41M
est: 388.0K (-979.0%)
|
3.40M
est: 384.2K (+785.6%)
|
-4.29M
est: 404.1K (-1,162.4%)
|
-22.62M
est: 453.3K (-5,090.6%)
|
-389.6K
est: 454.9K (-185.6%)
|
29.25M
est: 12.43M (+135.4%)
|
54.05M
est: 14.28M (+278.6%)
|
16.55M
16.55M – 16.55M
+15.9% YoY
|
19.58M
19.58M – 19.58M
+18.3% YoY
|
| EBIT |
10.31M
est: -1.69M (+709.8%)
|
13.42M
est: -1.92M (+797.5%)
|
14.37M
est: -2.24M (+740.4%)
|
4.83M
est: -2.42M (+299.2%)
|
-5.96M
est: -3.18M (-87.4%)
|
538.4K
est: -3.15M (+117.1%)
|
-7.58M
est: -3.31M (-129.0%)
|
-25.92M
est: -3.71M (-597.9%)
|
-3.36M
est: -3.73M (+9.8%)
|
26.80M
est: 7.83M (+242.4%)
|
51.49M
est: 8.99M (+472.6%)
|
10.42M
10.42M – 10.42M
+15.9% YoY
|
12.33M
12.33M – 12.33M
+18.3% YoY
|
| Net Income |
6.96M
est: 11.68M (-40.4%)
|
8.90M
est: 13.48M (-34.0%)
|
9.99M
est: 13.75M (-27.4%)
|
3.09M
est: 8.32M (-62.8%)
|
-5.97M
est: -11.37M (+47.5%)
|
972.4K
est: -124.2K (+882.7%)
|
-7.38M
est: -17.08M (+56.8%)
|
-22.52M
est: -13.42M (-67.9%)
|
-6.17M
est: -12.05M (+48.8%)
|
18.36M
est: 20.51M (-10.5%)
|
40.77M
est: 38.47M (+6.0%)
|
32.53M
32.53M – 32.53M
-15.4% YoY
|
41.01M
41.01M – 41.01M
+26.1% YoY
|
| SGA |
1.50M
est: 1.07M (+40.8%)
|
1.91M
est: 1.22M (+57.1%)
|
3.51M
est: 1.42M (+147.8%)
|
2.58M
est: 1.53M (+68.2%)
|
3.83M
est: 2.01M (+90.9%)
|
4.28M
est: 1.99M (+115.3%)
|
4.18M
est: 2.09M (+100.0%)
|
—
est: 2.35M (-100.0%)
|
—
est: 2.36M (-100.0%)
|
—
est: 1.26M (-100.0%)
|
—
est: 1.44M (-100.0%)
|
1.67M
1.67M – 1.67M
+15.9% YoY
|
1.98M
1.98M – 1.98M
+18.3% YoY
|
| EPS |
0.95
est: 0.94 (+1.1%)
|
1.15
est: 1.09 (+6.0%)
|
0.96
est: 1.11 (-13.3%)
|
0.29
est: 0.67 (-56.7%)
|
-0.55
est: -0.92 (+39.9%)
|
0.09
est: -0.01 (+1,007.0%)
|
-0.70
est: -1.38 (+49.1%)
|
-2.12
est: -1.08 (-96.3%)
|
-0.57
est: -0.97 (+41.2%)
|
1.60
est: 1.45 (+10.3%)
|
2.93
est: 2.72 (+7.7%)
|
2.30
2.30 – 2.30
-15.4% YoY
|
2.90
2.90 – 2.90
+26.1% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 2/5 |
| 2026-05-06 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 2/5 |
| 2026-05-05 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 2/5 |
| 2026-05-04 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 2/5 |
| 2026-05-01 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 2/5 |
| 2026-04-30 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 2/5 |
| 2026-04-29 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 2/5 |
| 2026-04-28 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 2/5 |
| 2026-04-27 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 2/5 |
| 2026-04-24 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 2/5 |
| 2026-04-23 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 2/5 |
| 2026-04-22 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 2/5 |
| 2026-04-21 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 2/5 |
| 2026-04-20 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 2/5 |
| 2026-04-17 | A | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-16 | A | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
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 | Jack Seibald | 1.00M | 8.80% | 500.0K | 500.0K | 500.0K | 500.0K | IN | Netherlands | 2002-09-06 | ↗ |
| 2 | The TCW Group, Inc., on behalf of the TCW Business Unit | 743.9K | 7.10% | — | — | — | — | HC, CO | Nevada corporation | 2022-02-09 | ↗ |
| 3 | Ronin Capital, LLC | 570.8K | 11.00% | 570.8K | — | 570.8K | — | BD | Delaware | 2013-12-20 | ↗ |
| 4 | SDS Partners I, Ltd. | 500.0K | 4.40% | 500.0K | — | 500.0K | — | PN | Florida | 2002-09-06 | ↗ |
| 5 | Eidelman Virant Capital, Inc. | 492.2K | 6.75% | 492.2K | — | 492.2K | — | IA | Missouri USA | 2015-02-09 | ↗ |
| 6 | Griffin Highline Capital LLC | 470.5K | 4.25% | — | 470.5K | — | 470.5K | OO | — | 2024-10-21 | ↗ |
| 7 | Michael Doak | 470.5K | 4.25% | — | 470.5K | — | 470.5K | HC, IN | — | 2024-10-21 | ↗ |
| 8 | Acquisition Corp. | 439.6K | 13.00% | 439.6K | — | 439.6K | — | CO | Pennsylvania | 2010-02-12 | ↗ |
| 9 | AIA Partners, LLC | 417.2K | 12.20% | 417.2K | — | 417.2K | — | OO | New York | 2010-06-14 | ↗ |
| 10 | Steven Shapiro | 417.2K | 12.20% | 417.2K | — | 417.2K | — | IN | New York | 2010-06-14 | ↗ |
| 11 | Gregory Fortunoff | 389.6K | 3.64% | 389.6K | — | 389.6K | — | IN | United States | 2022-07-21 | ↗ |
| 12 | Jack D. Seibald | 316.4K | 3.00% | 153.6K | 162.9K | 153.6K | 10.00 | IN | United States | 2017-02-02 | ↗ |
| 13 | Daniel M. Ellefson | 214.4K | 2.90% | — | 214.4K | — | — | IN | United States | 2015-02-13 | ↗ |
| 14 | Joseph A. Stieven | 214.4K | 2.90% | — | 214.4K | — | — | IN | United States | 2015-02-13 | ↗ |
| 15 | Stephen L. Covington | 214.4K | 2.90% | — | 214.4K | — | — | IN | United States | 2015-02-13 | ↗ |
| 16 | Stieven Capital Advisors GP, LLC | 214.4K | 2.90% | — | 214.4K | — | — | OO | Delaware | 2015-02-13 | ↗ |
| 17 | Stieven Capital Advisors, L.P. | 214.4K | 2.90% | — | 214.4K | — | — | IA, PN | Delaware | 2015-02-13 | ↗ |
| 18 | Stieven Capital GP, LLC | 175.4K | 2.40% | — | 175.4K | — | — | OO | Delaware | 2015-02-13 | ↗ |
| 19 | Stieven Financial Investors, L.P. | 175.4K | 2.40% | — | 175.4K | — | — | PN | Delaware | 2015-02-13 | ↗ |
| 20 | Stephanie Seibald | 162.9K | 1.60% | — | 85.5K | — | 10.00 | IN | United States | 2017-02-02 | ↗ |
| 21 | Stieven Financial Offshore Investors, Ltd. | 39.0K | 0.50% | — | 39.0K | — | — | OO | Cayman Islands | 2015-02-13 | ↗ |
| 22 | Renaissance Other Investments Holdings II Ltd. | — | 0.00% | — | — | — | — | CO | Bermuda | 2022-02-14 | ↗ |
| 23 | RenaissanceRe Holdings Ltd. | — | 0.00% | — | — | — | — | CO | Bermuda | 2022-02-14 | ↗ |
| 24 | RenaissanceRe Ventures Ltd. | — | 0.00% | — | — | — | — | CO | Bermuda | 2022-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 55.5K +55.5K (+100.0%) | 933.63M +933.6M (+100.0%) | 0.39% +0.392 pp | 0.73% +0.725 pp | USD16.83 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 772.3K -4.0K (-0.5%) | 13.00M +1.6M (+13.9%) | 5.46% -0.113 pp | 0.00% +0.000 pp | USD14.11 +19.3% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 638.6K +36.2K (+6.0%) | 10.75M +1.9M (+21.4%) | 4.52% +0.190 pp | 0.00% +0.000 pp | USD13.40 +25.6% | 47 qtrs — |
| 4 | ROYCE & ASSOCIATES LP | 448.7K +448.7K (+100.0%) | 7.55M +7.6M (+100.0%) | 3.17% +3.172 pp | 0.08% +0.077 pp | USD16.83 +0.0% | 1 qtrs NEW |
| 5 | RENAISSANCE TECHNOLOGIES LLC | 405.9K -75.0K (-15.6%) | 6.83M -238.0K (-3.4%) | 2.87% -0.583 pp | 0.01% +0.001 pp | USD11.83 +42.3% | 45 qtrs — |
| 6 | CRUISER CAPITAL ADVISORS, LLC | 344.0K +— (+0.0%) | 5.79M +732.8K (+14.5%) | 2.43% -0.038 pp | 4.91% -0.139 pp | USD14.64 +15.0% | 6 qtrs — |
| 7 | GATOR CAPITAL MANAGEMENT, LLC | 310.3K +13.6K (+4.6%) | 5.22M +860.6K (+19.7%) | 2.19% +0.063 pp | 1.06% -0.047 pp | USD6.09 +176.4% | 17 qtrs — |
| 8 | DE LISLE PARTNERS LLP | 304.0K +15.0K (+5.2%) | 5.11M +863.8K (+20.3%) | 2.15% +0.074 pp | 0.66% +0.135 pp | USD15.63 +7.7% | 5 qtrs — |
| 9 | AMERICAN CENTURY COMPANIES INC | 280.9K +23.6K (+9.2%) | 4.73M +945.7K (+25.0%) | 1.99% +0.139 pp | 0.00% +0.001 pp | USD15.07 +11.7% | 6 qtrs — |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 266.1K +206.1K (+343.5%) | 4.48M +3.6M (+407.8%) | 1.88% +1.451 pp | 0.00% +0.000 pp | USD16.17 +4.1% | 6 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 259.0K +2.7K (+1.1%) | 4.36M +591.8K (+15.7%) | 1.83% -0.009 pp | 0.00% +0.000 pp | USD14.02 +20.0% | 36 qtrs — |
| 12 | DIMENSIONAL FUND ADVISORS LP | 256.6K +23.3K (+10.0%) | 4.32M +888.6K (+25.9%) | 1.81% +0.139 pp | 0.00% +0.000 pp | USD14.70 +14.5% | 41 qtrs — |
| 13 | NUVEEN, LLC | 190.4K -22.5K (-10.6%) | 3.20M +74.0K (+2.4%) | 1.35% -0.183 pp | 0.00% +0.000 pp | USD15.11 +11.4% | 3 qtrs — |
| 14 | RAYMOND JAMES FINANCIAL INC | 183.7K +20.0 (+0.0%) | 3.09M +391.6K (+14.5%) | 1.30% -0.020 pp | 0.00% +0.000 pp | USD15.15 +11.1% | 5 qtrs — |
| 15 | MARSHALL WACE, LLP | 180.7K -102.1K (-36.1%) | 3.04M -1.1M (-26.8%) | 1.28% -0.753 pp | 0.00% -0.001 pp | USD14.23 +18.3% | 6 qtrs — |
| 16 | STATE STREET CORP | 160.6K +932.0 (+0.6%) | 2.70M +355.8K (+15.2%) | 1.14% -0.011 pp | 0.00% +0.000 pp | USD13.97 +20.5% | 19 qtrs — |
| 17 | EVERNEST FINANCIAL ADVISORS, LLC | 164.2K -47.5K (-22.4%) | 2.61M -501.5K (-16.1%) | 1.16% -0.359 pp | 0.55% -0.325 pp | USD12.28 +37.1% | 6 qtrs — |
| 18 | TWO SIGMA INVESTMENTS, LP | 151.1K +926.0 (+0.6%) | 2.54M +335.4K (+15.2%) | 1.07% -0.010 pp | 0.00% +0.000 pp | USD14.99 +12.3% | 3 qtrs — |
| 19 | PANAGORA ASSET MANAGEMENT INC | 141.7K +7.0K (+5.2%) | 2.39M +404.8K (+20.4%) | 1.00% +0.035 pp | 0.01% +0.001 pp | USD15.28 +10.1% | 3 qtrs — |
| 20 | PALISADES INVESTMENT PARTNERS, LLC | 141.7K +1.9K (+1.3%) | 2.38M +329.5K (+16.0%) | 1.00% -0.002 pp | 0.90% +0.094 pp | USD15.34 +9.7% | 5 qtrs — |
| 21 | MORGAN STANLEY | 129.1K +19.3K (+17.6%) | 2.17M +558.8K (+34.6%) | 0.91% +0.125 pp | 0.00% +0.000 pp | USD16.12 +4.4% | 18 qtrs — |
| 22 | GOLDMAN SACHS GROUP INC | 128.7K +37.5K (+41.1%) | 2.17M +825.2K (+61.6%) | 0.91% +0.255 pp | 0.00% +0.000 pp | USD15.59 +8.0% | 5 qtrs — |
| 23 | MILLENNIUM MANAGEMENT LLC | 117.1K -58.4K (-33.3%) | 1.97M -609.7K (-23.6%) | 0.83% -0.433 pp | 0.00% 0.000 pp | USD15.87 +6.0% | 6 qtrs — |
| 24 | ANGEL OAK CAPITAL ADVISORS, LLC | 108.2K +— (+0.0%) | 1.82M +230.6K (+14.5%) | 0.77% -0.012 pp | 2.65% +1.398 pp | USD15.19 +10.8% | 5 qtrs — |
| 25 | NORTHERN TRUST CORP | 81.1K -2.1K (-2.5%) | 1.36M +141.7K (+11.6%) | 0.57% -0.024 pp | 0.00% +0.000 pp | USD15.19 +10.8% | 36 qtrs — |
| 26 | FJ CAPITAL MANAGEMENT LLC | 78.3K +36.9K (+89.3%) | 1.32M +709.5K (+116.8%) | 0.55% +0.257 pp | 0.15% +0.081 pp | USD15.71 +7.1% | 2 qtrs — |
| 27 | CITADEL ADVISORS LLC | 70.9K -7.3K (-9.3%) | 1.19M +43.7K (+3.8%) | 0.50% -0.060 pp | 0.00% +0.000 pp | USD12.47 +35.0% | 9 qtrs — |
| 28 | LPL FINANCIAL LLC | 67.4K -51.3K (-43.2%) | 1.13M -610.5K (-35.0%) | 0.48% -0.376 pp | 0.00% 0.000 pp | USD15.75 +6.9% | 5 qtrs — |
| 29 | TREXQUANT INVESTMENT LP | 66.1K +55.4K (+516.0%) | 1.11M +954.7K (+605.2%) | 0.47% +0.390 pp | 0.01% +0.008 pp | USD16.60 +1.4% | 5 qtrs — |
| 30 | NEW YORK STATE COMMON RETIREMENT FUND | 63.7K -1.6K (-2.5%) | 1.07M +112.1K (+11.7%) | 0.45% -0.019 pp | 0.00% +0.000 pp | USD15.33 +9.8% | 5 qtrs — |
| 31 | SANCTUARY ADVISORS, LLC | 63.6K +19.3K (+43.5%) | 1.07M +418.5K (+64.3%) | 0.45% +0.131 pp | 0.01% +0.002 pp | USD15.84 +6.2% | 3 qtrs — |
| 32 | BANK OF NEW YORK MELLON CORP | 61.7K +9.0K (+17.0%) | 1.04M +263.0K (+33.9%) | 0.44% +0.058 pp | 0.00% +0.000 pp | USD15.48 +8.7% | 5 qtrs — |
| 33 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 55.2K +24.6K (+80.5%) | 928.9K +479.3K (+106.6%) | 0.39% +0.171 pp | 0.02% +0.010 pp | USD15.65 +7.5% | 2 qtrs — |
| 34 | TWO SIGMA ADVISERS, LP | 51.7K -15.1K (-22.6%) | 870.1K -111.8K (-11.4%) | 0.37% -0.114 pp | 0.00% 0.000 pp | USD14.86 +13.3% | 3 qtrs — |
| 35 | JANE STREET GROUP, LLC | 49.6K -8.0K (-13.9%) | 834.8K -12.0K (-1.4%) | 0.35% -0.063 pp | 0.00% +0.000 pp | USD15.06 +11.8% | 5 qtrs — |
| 36 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 49.0K +49.0K (+100.0%) | 824.0K +824.0K (+100.0%) | 0.35% +0.346 pp | 0.00% +0.001 pp | USD16.83 +0.0% | 6 qtrs — |
| 37 | FNY INVESTMENT ADVISERS, LLC | 48.1K +26.5K (+122.8%) | 809.0K +492.0K (+155.2%) | 0.34% +0.185 pp | 0.23% +0.126 pp | USD13.46 +25.0% | 13 qtrs — |
| 38 | RUSSELL INVESTMENTS GROUP, LTD. | 46.6K -2.4K (-4.9%) | 783.5K +64.1K (+8.9%) | 0.33% -0.022 pp | 0.00% +0.000 pp | USD14.70 +14.5% | 2 qtrs — |
| 39 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | 45.9K +28.1K (+158.2%) | 771.8K +510.8K (+195.6%) | 0.32% +0.197 pp | 0.17% +0.092 pp | USD16.19 +4.0% | 5 qtrs — |
| 40 | AQR CAPITAL MANAGEMENT LLC | 42.3K +5.1K (+13.8%) | 711.4K +165.2K (+30.2%) | 0.30% +0.032 pp | 0.00% +0.000 pp | USD14.96 +12.5% | 2 qtrs — |
| 41 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 40.3K +10.6K (+35.5%) | 679.1K +241.4K (+55.2%) | 0.29% +0.072 pp | 0.00% +0.000 pp | USD15.26 +10.3% | 2 qtrs — |
| 42 | QUBE RESEARCH & TECHNOLOGIES LTD | 38.9K +38.9K (+100.0%) | 655.2K +655.2K (+100.0%) | 0.28% +0.275 pp | 0.00% +0.001 pp | USD16.83 +0.0% | 1 qtrs NEW |
| 43 | FIRST TRUST ADVISORS LP | 37.1K +915.0 (+2.5%) | 624.7K +92.5K (+17.4%) | 0.26% +0.003 pp | 0.00% +0.000 pp | USD14.75 +14.1% | 2 qtrs — |
| 44 | EMPOWERED FUNDS, LLC | 34.1K +3.5K (+11.5%) | 573.8K +124.2K (+27.6%) | 0.24% +0.021 pp | 0.00% +0.000 pp | USD14.92 +12.8% | 2 qtrs — |
| 45 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 32.8K +9.0 (+0.0%) | 551.7K +70.0K (+14.5%) | 0.23% -0.004 pp | 0.00% +0.000 pp | USD15.41 +9.2% | 3 qtrs — |
| 46 | LEGATO CAPITAL MANAGEMENT LLC | 28.2K +28.2K (+100.0%) | 473.9K +473.9K (+100.0%) | 0.20% +0.199 pp | 0.04% +0.041 pp | USD16.83 +0.0% | 1 qtrs NEW |
| 47 | LOS ANGELES CAPITAL MANAGEMENT LLC | 30.6K +9.7K (+46.5%) | 441.5K +134.9K (+44.0%) | 0.22% +0.066 pp | 0.00% +0.001 pp | USD15.38 +9.4% | 2 qtrs — |
| 48 | BOSTON PARTNERS | 26.0K +26.0K (+100.0%) | 436.9K +436.9K (+100.0%) | 0.18% +0.184 pp | 0.00% +0.001 pp | USD16.83 +0.0% | 1 qtrs NEW |
| 49 | STRS OHIO | 25.8K -7.6K (-22.8%) | 434.2K -56.8K (-11.6%) | 0.18% -0.057 pp | 0.00% 0.000 pp | USD15.39 +9.4% | 3 qtrs — |
| 50 | CI PRIVATE WEALTH, LLC | 25.0K +— (+0.0%) | 421.4K +53.3K (+14.5%) | 0.18% -0.003 pp | 0.00% +0.000 pp | USD7.47 +125.3% | 10 qtrs — |
| 51 | CANADA PENSION PLAN INVESTMENT BOARD | 22.6K +22.6K (+100.0%) | 380.4K +380.4K (+100.0%) | 0.16% +0.160 pp | 0.00% +0.000 pp | USD16.83 +0.0% | 1 qtrs NEW |
| 52 | VERITION FUND MANAGEMENT LLC | 21.9K -275.0 (-1.2%) | 369.2K +42.7K (+13.1%) | 0.16% -0.004 pp | 0.00% +0.000 pp | USD16.10 +4.5% | 5 qtrs — |
| 53 | POINT72 ASSET MANAGEMENT, L.P. | 21.0K +21.0K (+100.0%) | 353.4K +353.4K (+100.0%) | 0.15% +0.149 pp | 0.00% +0.000 pp | USD16.83 +0.0% | 1 qtrs NEW |
| 54 | STERLING CAPITAL MANAGEMENT LLC | 19.3K +19.2K (+26,332.9%) | 324.8K +323.7K (+30,165.8%) | 0.14% +0.136 pp | 0.01% +0.005 pp | USD16.82 +0.1% | 3 qtrs — |
| 55 | UBS GROUP AG | 18.4K -24.4K (-57.0%) | 309.6K -319.4K (-50.8%) | 0.13% -0.177 pp | 0.00% +0.000 pp | USD15.52 +8.4% | 7 qtrs — |
| 56 | BARCLAYS PLC | 17.5K +12.2K (+226.5%) | 295.0K +245.9K (+500.5%) | 0.12% +0.085 pp | 0.00% +0.000 pp | USD16.39 +2.7% | 6 qtrs — |
| 57 | SQUAREPOINT OPS LLC | 17.4K -115.3K (-86.9%) | 292.9K -1.7M (-85.0%) | 0.12% -0.830 pp | 0.00% -0.002 pp | USD15.32 +9.9% | 5 qtrs — |
| 58 | ADVISOR GROUP HOLDINGS, INC. | 14.9K -12.8K (-46.3%) | 250.3K -124.9K (-33.3%) | 0.11% -0.094 pp | 0.00% 0.000 pp | USD14.46 +16.4% | 24 qtrs — |
| 59 | MAN GROUP PLC | 14.4K +922.0 (+6.8%) | 242.3K +44.2K (+22.3%) | 0.10% +0.005 pp | 0.00% +0.000 pp | USD15.74 +6.9% | 4 qtrs — |
| 60 | MARTINGALE ASSET MANAGEMENT L P | 14.3K +14.3K (+100.0%) | 240.1K +240.1K (+100.0%) | 0.10% +0.101 pp | 0.01% +0.006 pp | USD16.83 +0.0% | 1 qtrs NEW |
| 61 | NEUBERGER BERMAN GROUP LLC | 14.3K +14.3K (+100.0%) | 240.0K +240.0K (+100.0%) | 0.10% +0.101 pp | 0.00% +0.000 pp | USD16.83 +0.0% | 1 qtrs NEW |
| 62 | VOYA INVESTMENT MANAGEMENT LLC | 14.1K +14.1K (+100.0%) | 237.8K +237.8K (+100.0%) | 0.10% +0.100 pp | 0.00% +0.000 pp | USD16.83 +0.0% | 1 qtrs NEW |
| 63 | RHUMBLINE ADVISERS | 13.1K -2.8K (-17.5%) | 220.3K -12.8K (-5.5%) | 0.09% -0.021 pp | 0.00% +0.000 pp | USD15.41 +9.2% | 3 qtrs — |
| 64 | BANK OF AMERICA CORP /DE/ | 12.6K -132.2K (-91.3%) | 212.2K -1.9M (-90.0%) | 0.09% -0.951 pp | 0.00% 0.000 pp | USD15.21 +10.7% | 9 qtrs — |
| 65 | WELLS FARGO & COMPANY/MN | 12.4K +4.8K (+63.6%) | 207.9K +96.9K (+87.3%) | 0.09% +0.033 pp | 0.00% +0.000 pp | USD15.96 +5.5% | 5 qtrs — |
| 66 | GREAT VALLEY ADVISOR GROUP, INC. | 12.1K -425.0 (-3.4%) | 203.6K +19.5K (+10.6%) | 0.09% -0.004 pp | 0.00% +0.000 pp | USD15.38 +9.4% | 3 qtrs — |
| 67 | XTX TOPCO LTD | 11.4K -8.2K (-41.7%) | 192.5K -95.9K (-33.3%) | 0.08% -0.060 pp | 0.01% -0.010 pp | USD11.00 +53.0% | 6 qtrs — |
| 68 | JPMORGAN CHASE & CO | 11.2K +4.1K (+56.6%) | 188.5K +83.4K (+79.3%) | 0.08% +0.028 pp | 0.00% +0.000 pp | USD15.30 +10.0% | 10 qtrs — |
| 69 | AVIVA PLC | 11.2K +11.2K (+100.0%) | 187.8K +187.8K (+100.0%) | 0.08% +0.079 pp | 0.00% +0.000 pp | USD16.83 +0.0% | 1 qtrs NEW |
| 70 | DEUTSCHE BANK AG\ | 10.7K +797.0 (+8.0%) | 180.7K +34.6K (+23.7%) | 0.08% +0.005 pp | 0.00% +0.000 pp | USD14.88 +13.1% | 3 qtrs — |
| 71 | FMR LLC | 10.6K +1.3K (+14.2%) | 177.7K +41.8K (+30.8%) | 0.07% +0.008 pp | 0.00% +0.000 pp | USD14.97 +12.4% | 3 qtrs — |
| 72 | SIMPLEX TRADING, LLC | 9.4K +9.4K (+100.0%) | 159.0K +159.0K (+100.0%) | 0.07% +0.067 pp | 0.00% +0.000 pp | USD16.83 +0.0% | 4 qtrs — |
| 73 | STATE OF WYOMING | 9.3K -14.9K (-61.7%) | 156.0K -199.3K (-56.1%) | 0.07% -0.108 pp | 0.02% -0.023 pp | USD16.00 +5.2% | 5 qtrs — |
| 74 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 8.1K -1.8K (-18.0%) | 136.1K -8.9K (-6.2%) | 0.06% -0.014 pp | 0.00% 0.000 pp | USD15.25 +10.4% | 3 qtrs — |
| 75 | METLIFE INVESTMENT MANAGEMENT, LLC | 6.5K +3.3K (+99.6%) | 109.9K +61.8K (+128.5%) | 0.05% +0.023 pp | 0.00% +0.000 pp | USD16.12 +4.4% | 3 qtrs — |
| 76 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 5.2K +53.0 (+1.0%) | 87.9K +11.9K (+15.7%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD15.42 +9.1% | 3 qtrs — |
| 77 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 3.9K +— (+0.0%) | 66.0K +8.4K (+14.5%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD15.16 +11.0% | 3 qtrs — |
| 78 | KESTRA ADVISORY SERVICES, LLC | 3.0K +3.0K (+100.0%) | 50.9K +50.9K (+100.0%) | 0.02% +0.021 pp | 0.00% +0.000 pp | USD16.83 +0.0% | 1 qtrs NEW |
| 79 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 2.7K +2.7K (+100.0%) | 45.0K +45.0K (+100.0%) | 0.02% +0.019 pp | 0.00% +0.001 pp | USD16.83 +0.0% | 1 qtrs NEW |
| 80 | BNP PARIBAS ARBITRAGE, SNC | 2.5K +203.0 (+8.9%) | 41.9K +8.3K (+24.7%) | 0.02% +0.001 pp | 0.00% +0.000 pp | USD15.78 +6.7% | 35 qtrs — |
| 81 | QUEST PARTNERS LLC | 2.1K +2.1K (+100.0%) | 35.0K +35.0K (+100.0%) | 0.01% +0.015 pp | 0.00% +0.002 pp | USD16.83 +0.0% | 4 qtrs — |
| 82 | TOWER RESEARCH CAPITAL LLC (TRC) | 1.5K +588.0 (+66.2%) | 24.8K +11.8K (+90.3%) | 0.01% +0.004 pp | 0.00% +0.000 pp | USD14.71 +14.4% | 27 qtrs — |
| 83 | LEGAL & GENERAL GROUP PLC | 1.2K -61.0 (-5.0%) | 19.4K +1.6K (+8.7%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD15.41 +9.2% | 3 qtrs — |
| 84 | AMERITAS INVESTMENT PARTNERS, INC. | 1.1K +— (+0.0%) | 19.0K +2.4K (+14.5%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD15.41 +9.2% | 3 qtrs — |
| 85 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 694.00 +3.0 (+0.4%) | 11.7K +1.5K (+15.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD15.41 +9.2% | 3 qtrs — |
| 86 | COVESTOR LTD | 514.00 +5.0 (+1.0%) | 9.0K +2.0K (+28.6%) | 0.00% +0.000 pp | 0.00% +0.001 pp | USD14.72 +14.3% | 2 qtrs — |
| 87 | SOUND INCOME STRATEGIES, LLC | 396.00 +396.0 (+100.0%) | 6.2K +6.2K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.000 pp | USD16.83 +0.0% | 1 qtrs NEW |
| 88 | ROYAL BANK OF CANADA | 301.00 +121.0 (+67.2%) | 6.0K +3.0K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD15.86 +6.1% | 5 qtrs — |
| 89 | AMALGAMATED BANK | 354.00 -23.0 (-6.1%) | 6.0K +— (+0.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD15.41 +9.2% | 3 qtrs — |
| 90 | CITIGROUP INC | 255.00 -202.0 (-44.2%) | 4.3K -2.4K (-36.1%) | 0.00% -0.002 pp | 0.00% +0.000 pp | USD15.41 +9.2% | 3 qtrs — |
| 91 | CAPITAL ADVISORS, LTD. LLC | 183.00 +— (+0.0%) | 3.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD4.60 +265.9% | 8 qtrs — |
| 92 | VERMILLION & WHITE WEALTH MANAGEMENT GROUP, LLC | 141.00 +— (+0.0%) | 2.4K +300.0 (+14.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD15.40 +9.3% | 3 qtrs — |
| 93 | CWM, LLC | 96.00 +48.0 (+100.0%) | 2.0K +1.0K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD15.75 +6.9% | 2 qtrs — |
| 94 | GAMMA INVESTING LLC | 104.00 +37.0 (+55.2%) | 1.8K +765.0 (+77.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD15.44 +9.0% | 2 qtrs — |
| 95 | VISION FINANCIAL MARKETS LLC | 101.00 +— (+0.0%) | 1.7K +219.0 (+14.8%) | 0.00% +0.000 pp | 0.00% +0.001 pp | USD15.40 +9.3% | 3 qtrs — |
| 96 | FARTHER FINANCE ADVISORS, LLC | 10.00 +— (+0.0%) | 168.00 +21.0 (+14.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD14.70 +14.5% | 2 qtrs — |
| 97 | PNC FINANCIAL SERVICES GROUP, INC. | 5.00 +5.0 (+100.0%) | 84.00 +84.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD16.80 +0.2% | 1 qtrs NEW |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares US Small Cap Value Factor ETF SVAL | 0.38% | 749.4K | 0.20% |
| 2 | First Trust Dow Jones Select MicroCap Index Fund FDM | 0.31% | 806.0K | 0.65% |
| 3 | Royce Quant Small-Cap Quality Value ETF SQLV | 0.26% | 73.9K | 0.60% |
| 4 | iShares Micro-Cap ETF IWC | 0.05% | 794.6K | 0.60% |
| 5 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.05% | 832.3K | 0.47% |
| 6 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.04% | 386.7K | 0.20% |
| 7 | Avantis Global Small Cap Value UCITS ETF AVGS.L | 0.02% | 261.4K | 0.39% |
| 8 | Avantis U.S. Small Cap Value ETF AVUV | 0.02% | 6.75M | 0.25% |
| 9 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS | 0.02% | 88.7K | 0.38% |
| 10 | Invesco Russell 2000 Dynamic Multifactor ETF OMFS | 0.02% | 57.8K | 0.39% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-16 | Yankus William L | Director | S-Sale | D | Common Stock | 13,500 | 18.00 | 243.0K | 84,972 | D | ↗ |
| 2026-04-15 | BRODSKY VICTOR J | Officer | F-InKind | D | Common Stock | 2,453 | 16.61 | 40.7K | 62,341 | D | ↗ |
| 2026-03-05 | Fernandez David Craven | Officer | — | — | Stock Option | 10,000 | 2.25 | 22.5K | 0 | D | ↗ |
| 2026-03-03 | Patten Randy L | Officer | A-Award | A | Common Stock | 3,126 | 0.00 | — | 46,416 | D | ↗ |
| 2026-03-03 | Chen Minlei | Officer | A-Award | A | Common Stock | 8,624 | 0.00 | — | 41,298 | D | ↗ |
| 2026-03-03 | BRODSKY VICTOR J | Officer | A-Award | A | Common Stock | 6,083 | 0.00 | — | 65,639 | D | ↗ |
| 2026-01-09 | Golden Meryl S. | Director / Officer | A-Award | A | Common Stock | 40,000 | 0.00 | — | 261,675 | D | ↗ |
| 2026-01-02 | Yankus William L | Director | A-Award | A | Common Stock | 3,149 | 0.00 | — | 98,472 | D | ↗ |
| 2026-01-02 | Tupper Floyd R | Director | A-Award | A | Common Stock | 3,149 | 0.00 | — | 118,476 | D | ↗ |
| 2026-01-02 | Singh Manmohan | Director | A-Award | A | Common Stock | 7,011 | 0.00 | — | 19,228 | D | ↗ |
| 2026-01-02 | Pasricha Pranav | Director | A-Award | A | Common Stock | 7,011 | 0.00 | — | 8,547 | D | ↗ |
| 2026-01-02 | Newgarden Thomas | Director | A-Award | A | Common Stock | 3,149 | 0.00 | — | 54,864 | D | ↗ |
| 2026-01-02 | Golden Meryl S. | Director / Officer | F-InKind | D | Common Stock | 7,735 | 16.83 | 130.2K | 221,675 | D | ↗ |
| 2025-12-31 | Golden Meryl S. | Director / Officer | A-Award | A | Common Stock | 1,663 | 12.78 | 21.3K | 229,410 | D | ↗ |
| 2025-08-25 | Patten Randy L | Officer | A-Award | A | Common Stock | 43,290 | 0.00 | — | 43,290 | D | ↗ |
| 2025-08-19 | Pasricha Pranav | Director | A-Award | A | Common Stock | 1,536 | 0.00 | — | 1,536 | D | ↗ |
| 2025-08-06 | Pasricha Pranav | Director | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-06-18 | Chen Minlei | Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 29,340 | D | ↗ |
| 2025-05-27 | Newgarden Thomas | Director | P-Purchase | A | Common Stock | 12,500 | 16.77 | 209.6K | 51,715 | D | ↗ |
| 2025-05-22 | Golden Meryl S. | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 15.93 | 79.7K | 25,000 | I | ↗ |
| 2025-05-21 | Newgarden Thomas | Director | P-Purchase | A | Common Stock | 11,000 | 16.11 | 177.2K | 39,215 | D | ↗ |
| 2025-05-16 | D'Andre Carla | Director | G-Gift | D | Common Stock | 2,907 | 0.00 | — | 89,419 | I | ↗ |
| 2025-04-15 | BRODSKY VICTOR J | Officer | A-Award | A | Common Stock | 15,000 | 0.00 | — | 59,556 | D | ↗ |
| 2025-03-03 | GRAVELLE JENNIFER | Officer | A-Award | A | Common Stock | 8,787 | 0.00 | — | 19,281 | D | ↗ |
| 2025-03-03 | Chen Minlei | Officer | A-Award | A | Common Stock | 10,935 | 0.00 | — | 19,340 | D | ↗ |
| 2025-01-26 | Chen Minlei | Officer | M-Exempt | A | Common Stock | 3,334 | 2.25 | 7.5K | 11,739 | D | ↗ |
| 2025-01-17 | GRAVELLE JENNIFER | Officer | F-InKind | D | Common Stock | 2,020 | 15.32 | 30.9K | 10,494 | D | ↗ |
| 2025-01-03 | Golden Meryl S. | Director / Officer | F-InKind | D | Common Stock | 4,840 | 15.03 | 72.7K | 227,747 | D | ↗ |
| 2025-01-02 | Yankus William L | Director | A-Award | A | Common Stock | 3,489 | 0.00 | — | 95,323 | D | ↗ |
| 2025-01-02 | Tupper Floyd R | Director | A-Award | A | Common Stock | 3,489 | 0.00 | — | 115,327 | D | ↗ |
| 2025-01-02 | Singh Manmohan | Director | A-Award | A | Common Stock | 3,489 | 0.00 | — | 12,217 | D | ↗ |
| 2025-01-02 | Newgarden Thomas | Director | A-Award | A | Common Stock | 3,489 | 0.00 | — | 28,215 | D | ↗ |
| 2025-01-02 | MCFADDEN TIMOTHY P | Director | A-Award | A | Common Stock | 3,489 | 0.00 | — | 106,871 | D | ↗ |
| 2025-01-02 | Golden Meryl S. | Director / Officer | F-InKind | D | Common Stock | 23,655 | 15.19 | 359.3K | 192,587 | D | ↗ |
| 2025-01-02 | D'Andre Carla | Director | A-Award | A | Common Stock | 3,489 | 0.00 | — | 92,326 | I | ↗ |
| 2024-12-31 | Golden Meryl S. | Director / Officer | F-InKind | D | Common Stock | 18,225 | 15.57 | 283.8K | 216,242 | D | ↗ |
| 2024-12-13 | Yankus William L | Director | S-Sale | D | Common Stock | 10,253 | 16.18 | 165.9K | 91,834 | D | ↗ |
| 2024-12-13 | Golden Meryl S. | Director / Officer | F-InKind | D | Common Stock | 288 | 15.11 | 4.4K | 234,467 | D | ↗ |
| 2024-12-13 | Chen Minlei | Officer | F-InKind | D | Common Stock | 288 | 15.11 | 4.4K | 8,405 | D | ↗ |
| 2024-11-26 | BRODSKY VICTOR J | Officer | S-Sale | D | Common Stock | 5,000 | 16.08 | 80.4K | 44,556 | D | ↗ |
| 2024-11-21 | Newgarden Thomas | Director | P-Purchase | A | Common Stock | 5,000 | 13.45 | 67.3K | 24,726 | D | ↗ |
| 2024-11-20 | Newgarden Thomas | Director | P-Purchase | A | Common Stock | 5,000 | 13.25 | 66.3K | 19,726 | D | ↗ |
| 2024-11-19 | Newgarden Thomas | Director | P-Purchase | A | Common Stock | 5,112 | 11.94 | 61.0K | 14,726 | D | ↗ |
| 2024-11-15 | MCFADDEN TIMOTHY P | Director | P-Purchase | A | Common Stock | 500 | 10.61 | 5.3K | 103,382 | D | ↗ |
| 2024-11-15 | D'Andre Carla | Director | P-Purchase | A | Common Stock | 500 | 11.12 | 5.6K | 4,000 | I | ↗ |
| 2024-11-15 | Chen Minlei | Officer | P-Purchase | A | Common Stock | 1,000 | 11.12 | 11.1K | 8,693 | D | ↗ |
| 2024-11-14 | BRODSKY VICTOR J | Officer | M-Exempt | D | Stock Option | 26,064 | 7.99 | 208.3K | 0 | D | ↗ |
| 2024-09-18 | Golden Meryl S. | Director / Officer | M-Exempt | A | Common Stock | 50,000 | 8.72 | 436.0K | 282,044 | — | ↗ |
| 2024-09-10 | GOLDSTEIN BARRY | Director / Officer | F-InKind | D | Common Stock | 106,687 | 8.93 | 952.7K | 830,612 | — | ↗ |
| 2024-06-14 | Newgarden Thomas | Director | — | D | Common Stock | 0 | 0.00 | — | 3,500 | — | ↗ |
| 2024-05-01 | BRODSKY VICTOR J | Officer | — | I | Common Stock | 0 | 0.00 | — | 15,000 | — | ↗ |
| 2024-04-09 | Singh Manmohan | Director | A-Award | A | Common Stock | 8,728 | 0.00 | — | 8,728 | — | ↗ |
| 2024-01-17 | GRAVELLE JENNIFER | Officer | F-InKind | D | Common Stock | 2,021 | 2.40 | 4.9K | 12,514 | D | ↗ |
| 2024-01-05 | Gage Michelle A. | Officer | A-Award | A | Stock Option | 5,000 | 2.25 | 11.3K | 5,000 | — | ↗ |
| 2024-01-05 | GRAVELLE JENNIFER | Officer | A-Award | A | Stock Option | 10,000 | 2.25 | 22.5K | 10,000 | — | ↗ |
| 2024-01-05 | Chen Minlei | Officer | A-Award | A | Stock Option | 10,000 | 2.25 | 22.5K | 10,000 | — | ↗ |
| 2024-01-02 | Yankus William L | Director | A-Award | A | Common Stock | 24,883 | 0.00 | — | 102,087 | — | ↗ |
| 2024-01-02 | Tupper Floyd R | Director | A-Award | A | Common Stock | 24,883 | 0.00 | — | 111,838 | — | ↗ |
| 2024-01-02 | MCFADDEN TIMOTHY P | Director | A-Award | A | Common Stock | 24,883 | 0.00 | — | 102,882 | — | ↗ |
| 2024-01-02 | Golden Meryl S. | Director / Officer | A-Award | A | Common Stock | 64,085 | 0.00 | — | 232,044 | — | ↗ |
| 2024-01-02 | D'Andre Carla | Director | A-Award | A | Common Stock | 24,883 | 0.00 | — | 88,837 | — | ↗ |
| 2023-11-02 | Chen Minlei | Officer | F-InKind | D | Common Stock | 516 | 2.05 | 1.1K | 7,693 | — | ↗ |
| 2023-10-30 | GOLDSTEIN BARRY | Director / Officer | G-Gift | D | Common Stock | 18,000 | 0.00 | — | 937,299 | — | ↗ |
| 2023-09-06 | D'Andre Carla | Director | S-Sale | D | Common Stock | 2,500 | 1.75 | 4.4K | 0 | — | ↗ |
| 2023-08-31 | D'Andre Carla | Director | S-Sale | D | Common Stock | 2,500 | 1.99 | 5.0K | 2,500 | — | ↗ |
| 2023-08-30 | Golden Meryl S. | Director / Officer | P-Purchase | A | Common Stock | 2,019 | 2.00 | 4.0K | 20,000 | — | ↗ |
| 2023-08-29 | Golden Meryl S. | Director / Officer | P-Purchase | A | Common Stock | 2,516 | 2.00 | 5.0K | 17,981 | — | ↗ |
| 2023-08-28 | Golden Meryl S. | Director / Officer | P-Purchase | A | Common Stock | 2,813 | 1.97 | 5.6K | 14,879 | — | ↗ |
| 2023-08-25 | Golden Meryl S. | Director / Officer | P-Purchase | A | Common Stock | 2,998 | 1.99 | 6.0K | 12,066 | — | ↗ |
| 2023-08-24 | Golden Meryl S. | Director / Officer | P-Purchase | A | Common Stock | 3,000 | 1.81 | 5.4K | 9,068 | — | ↗ |
| 2023-08-24 | D'Andre Carla | Director | S-Sale | D | Common Stock | 2,500 | 1.69 | 4.2K | 5,000 | — | ↗ |
| 2023-08-23 | Golden Meryl S. | Director / Officer | P-Purchase | A | Common Stock | 2,996 | 1.68 | 5.0K | 6,068 | — | ↗ |
| 2023-08-22 | Golden Meryl S. | Director / Officer | P-Purchase | A | Common Stock | 3,000 | 1.70 | 5.1K | 3,072 | — | ↗ |
| 2023-08-21 | Golden Meryl S. | Director / Officer | P-Purchase | A | Common Stock | 72 | 1.58 | 113.76 | 72 | — | ↗ |
| 2023-08-15 | MCFADDEN TIMOTHY P | Director | P-Purchase | A | Common Stock | 3,000 | 1.37 | 4.1K | 77,999 | — | ↗ |
| 2023-08-15 | D'Andre Carla | Director | S-Sale | D | Common Stock | 2,500 | 1.41 | 3.5K | 7,500 | — | ↗ |
| 2023-08-09 | Gage Michelle A. | Officer | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-01-28 | Chen Minlei | Officer | F-InKind | D | Common Stock | 498 | 1.68 | 836.64 | 8,209 | — | ↗ |
| 2023-01-17 | GRAVELLE JENNIFER | Officer | A-Award | A | Common Stock | 14,535 | 0.00 | — | 14,535 | — | ↗ |
| 2023-01-03 | Yankus William L | Director | A-Award | A | Common Stock | 39,259 | 0.00 | — | 77,204 | — | ↗ |
| 2023-01-03 | Tupper Floyd R | Director | A-Award | A | Common Stock | 39,259 | 0.00 | — | 86,955 | — | ↗ |
| 2023-01-03 | MCFADDEN TIMOTHY P | Director | A-Award | A | Common Stock | 39,259 | 0.00 | — | 74,999 | — | ↗ |
| 2023-01-03 | Golden Meryl S. | Officer | A-Award | A | Common Stock | 101,111 | 0.00 | — | 167,959 | — | ↗ |
| 2023-01-03 | D'Andre Carla | Director | A-Award | A | Common Stock | 39,259 | 0.00 | — | 63,954 | — | ↗ |
| 2022-12-13 | Swartz Richard Jason | Officer | F-InKind | D | Common Stock | 281 | 1.52 | 427.12 | 7,618 | — | ↗ |
| 2022-11-02 | Chen Minlei | Officer | F-InKind | D | Common Stock | 516 | 2.13 | 1.1K | 8,707 | — | ↗ |
| 2022-10-31 | Golden Meryl S. | Officer | A-Award | A | Common Stock | 4,448 | 1.82 | 8.1K | 66,848 | — | ↗ |
| 2022-10-01 | Swartz Richard Jason | Officer | F-InKind | D | Common Stock | 497 | 2.66 | 1.3K | 7,899 | — | ↗ |
| 2022-04-10 | Swartz Richard Jason | Officer | F-InKind | D | Common Stock | 237 | 5.00 | 1.2K | 8,396 | — | ↗ |
| 2022-01-28 | Chen Minlei | Officer | F-InKind | D | Common Stock | 499 | 5.69 | 2.8K | 9,223 | — | ↗ |
| 2022-01-27 | BRODSKY VICTOR J | Officer | — | D | Stock Option | 26,064 | 7.99 | 208.3K | 0 | — | ↗ |
| 2022-01-07 | GOLDSTEIN BARRY | Director / Officer | F-InKind | D | Common Stock | 67,924 | 5.23 | 355.2K | 955,299 | — | ↗ |
| 2022-01-03 | Yankus William L | Director | A-Award | A | Common Stock | 8,000 | 0.00 | — | 37,945 | — | ↗ |
| 2022-01-03 | Tupper Floyd R | Director | A-Award | A | Common Stock | 8,000 | 0.00 | — | 47,696 | — | ↗ |
| 2022-01-03 | MCFADDEN TIMOTHY P | Director | A-Award | A | Common Stock | 8,000 | 0.00 | — | 35,740 | — | ↗ |
| 2022-01-03 | Golden Meryl S. | Director / Officer | A-Award | A | Common Stock | 30,000 | 0.00 | — | 62,400 | — | ↗ |
| 2022-01-03 | GOLDSTEIN BARRY | Director / Officer | A-Award | A | Common Stock | 27,300 | 0.00 | — | 1,023,223 | — | ↗ |
| 2022-01-03 | D'Andre Carla | Director | A-Award | A | Common Stock | 8,000 | 0.00 | — | 24,695 | — | ↗ |
| 2021-12-13 | Swartz Richard Jason | Officer | A-Award | A | Common Stock | 2,400 | 0.00 | — | 8,633 | — | ↗ |
| 2021-12-13 | Golden Meryl S. | Director / Officer | A-Award | A | Common Stock | 2,400 | 0.00 | — | 32,400 | — | ↗ |
| 2021-12-13 | Chen Minlei | Officer | A-Award | A | Common Stock | 2,400 | 0.00 | — | 9,722 | — | ↗ |
| 2021-11-02 | Chen Minlei | Officer | F-InKind | D | Common Stock | 546 | 5.62 | 3.1K | 7,322 | — | ↗ |
| 2021-10-01 | Swartz Richard Jason | Officer | F-InKind | D | Common Stock | 527 | 6.64 | 3.5K | 6,233 | — | ↗ |
| 2021-08-08 | Swartz Richard Jason | Officer | F-InKind | D | Common Stock | 176 | 7.46 | 1.3K | 6,760 | — | ↗ |
| 2021-04-10 | Swartz Richard Jason | Officer | F-InKind | D | Common Stock | 224 | 8.16 | 1.8K | 6,936 | — | ↗ |
| 2021-02-01 | Van Pelt Scott | Officer | A-Award | A | Common Stock | 7,133 | 0.00 | — | 7,133 | — | ↗ |
| 2021-01-28 | GOLDSTEIN BARRY | Director / Officer | F-InKind | D | Common Stock | 20,558 | 6.65 | 136.7K | 995,923 | — | ↗ |
| 2021-01-28 | Chen Minlei | Officer | A-Award | A | Common Stock | 3,572 | 0.00 | — | 7,868 | — | ↗ |
| 2021-01-04 | Yankus William L | Director | A-Award | A | Common Stock | 6,154 | 0.00 | — | 29,945 | — | ↗ |
| 2021-01-04 | Tupper Floyd R | Director | A-Award | A | Common Stock | 6,154 | 0.00 | — | 39,696 | — | ↗ |
| 2021-01-04 | MCFADDEN TIMOTHY P | Director | A-Award | A | Common Stock | 6,154 | 0.00 | — | 27,740 | — | ↗ |
| 2021-01-04 | Golden Meryl S. | Officer | A-Award | A | Common Stock | 30,000 | 0.00 | — | 30,000 | — | ↗ |
| 2021-01-04 | GOLDSTEIN BARRY | Director / Officer | A-Award | A | Common Stock | 251,769 | 0.00 | — | 1,016,481 | — | ↗ |
| 2021-01-04 | D'Andre Carla | Director | A-Award | A | Common Stock | 6,154 | 0.00 | — | 16,695 | — | ↗ |
| 2020-12-08 | Yankus William L | Director | P-Purchase | A | Common Stock | 2,500 | 6.07 | 15.2K | 23,791 | — | ↗ |
| 2020-12-07 | MCFADDEN TIMOTHY P | Director | P-Purchase | A | Common Stock | 1,500 | 6.11 | 9.2K | 21,586 | — | ↗ |
| 2020-11-24 | Yankus William L | Director | P-Purchase | A | Common Stock | 2,500 | 6.66 | 16.7K | 21,291 | — | ↗ |
| 2020-11-02 | Chen Minlei | Officer | A-Award | A | Common Stock | 4,296 | 0.00 | — | 4,296 | — | ↗ |
| 2020-10-01 | Swartz Richard Jason | Officer | A-Award | A | Common Stock | 4,245 | 0.00 | — | 7,159 | — | ↗ |
| 2020-09-25 | MCFADDEN TIMOTHY P | Director | P-Purchase | A | Common Stock | 5,000 | 5.91 | 29.6K | 20,086 | — | ↗ |
| 2020-09-11 | Swartz Richard Jason | Officer | P-Purchase | A | Common Stock | 500 | 5.91 | 3.0K | 2,914 | — | ↗ |
| 2020-08-13 | MCFADDEN TIMOTHY P | Director | P-Purchase | A | Common Stock | 2,000 | 5.65 | 11.3K | 15,086 | — | ↗ |
| 2020-08-09 | Swartz Richard Jason | Officer | F-InKind | D | Common Stock | 154 | 5.53 | 851.62 | 1,129 | — | ↗ |
| 2020-08-08 | Swartz Richard Jason | Officer | F-InKind | D | Common Stock | 175 | 5.53 | 967.75 | 1,283 | — | ↗ |
| 2020-04-10 | Walden Benjamin | Officer | F-InKind | D | Common Stock | 1,085 | 5.21 | 5.7K | 33,284 | — | ↗ |
| 2020-04-10 | Swartz Richard Jason | Officer | F-InKind | D | Common Stock | 247 | 5.21 | 1.3K | 2,743 | — | ↗ |
| 2020-04-10 | BRODSKY VICTOR J | Officer | F-InKind | D | Common Stock | 1,205 | 5.21 | 6.3K | 44,868 | — | ↗ |
| 2020-03-31 | Swartz Richard Jason | Officer | — | D | Common Stock | 0 | 0.00 | — | 1,705 | — | ↗ |
| 2020-03-18 | Tupper Floyd R | Director | P-Purchase | A | Common Stock | 330 | 4.68 | 1.5K | 32,395 | — | ↗ |
| 2020-02-23 | BRODSKY VICTOR J | Officer | F-InKind | D | Common Stock | 125 | 7.20 | 900.00 | 46,073 | — | ↗ |
| 2020-02-22 | BRODSKY VICTOR J | Officer | F-InKind | D | Common Stock | 914 | 7.20 | 6.6K | 46,198 | — | ↗ |
| 2020-02-07 | Walden Benjamin | Officer | A-Award | A | Option | 19,207 | 7.88 | 151.4K | 19,207 | — | ↗ |
| 2020-01-27 | BRODSKY VICTOR J | Officer | A-Award | A | Stock Option | 26,064 | 7.99 | 208.3K | 26,064 | — | ↗ |
| 2020-01-23 | BRODSKY VICTOR J | Officer | F-InKind | D | Common Stock | 94 | 8.12 | 763.28 | 47,112 | — | ↗ |
| 2020-01-03 | Yankus William L | Director | A-Award | A | Common Stock | 5,038 | 0.00 | — | 18,791 | — | ↗ |
| 2020-01-03 | Tupper Floyd R | Director | A-Award | A | Common Stock | 5,038 | 0.00 | — | 33,542 | — | ↗ |
| 2020-01-03 | MCFADDEN TIMOTHY P | Director | A-Award | A | Common Stock | 5,038 | 0.00 | — | 13,086 | — | ↗ |
| 2020-01-03 | HAFT JAY M | Director | A-Award | A | Common Stock | 5,038 | 0.00 | — | 103,714 | — | ↗ |
| 2020-01-03 | GOLDSTEIN BARRY | Director / Officer | A-Award | A | Common Stock | 174,622 | 0.00 | — | 798,512 | — | ↗ |
| 2020-01-03 | D'Andre Carla | Director | A-Award | A | Common Stock | 5,038 | 0.00 | — | 11,941 | — | ↗ |
| 2019-12-31 | GOLDSTEIN BARRY | Director / Officer | — | I | Common Stock | 0 | 0.00 | — | 15,000 | — | ↗ |
| 2019-12-30 | Tupper Floyd R | Director | P-Purchase | A | Common Stock | 605 | 7.50 | 4.5K | 32,065 | — | ↗ |
| 2019-12-23 | BRODSKY VICTOR J | Officer | F-InKind | D | Common Stock | 94 | 7.25 | 681.50 | 47,206 | — | ↗ |
| 2019-12-18 | GOLDSTEIN BARRY | Director / Officer | P-Purchase | A | Common Stock | 5,258 | 7.02 | 36.9K | 623,890 | — | ↗ |
| 2019-12-13 | MCFADDEN TIMOTHY P | Director | P-Purchase | A | Common Stock | 1,000 | 7.62 | 7.6K | 8,048 | — | ↗ |
| 2019-11-23 | BRODSKY VICTOR J | Officer | F-InKind | D | Common Stock | 94 | 7.69 | 722.86 | 47,300 | — | ↗ |
| 2019-11-19 | GOLDSTEIN BARRY | Director / Officer | P-Purchase | A | Common Stock | 3,000 | 7.91 | 23.7K | 15,000 | — | ↗ |
| 2019-11-15 | GOLDSTEIN BARRY | Director / Officer | P-Purchase | A | Common Stock | 1,756 | 7.71 | 13.5K | 618,632 | — | ↗ |
| 2019-11-14 | GOLDSTEIN BARRY | Director / Officer | P-Purchase | A | Common Stock | 3,000 | 7.92 | 23.8K | 616,876 | — | ↗ |
| 2019-10-23 | BRODSKY VICTOR J | Officer | F-InKind | D | Common Stock | 94 | 8.18 | 768.92 | 47,394 | — | ↗ |
| 2019-09-25 | Golden Meryl S. | Officer | A-Award | A | Stock Option | 50,000 | 8.72 | 436.0K | 50,000 | — | ↗ |
| 2019-09-23 | BRODSKY VICTOR J | Officer | F-InKind | D | Common Stock | 94 | 8.91 | 837.54 | 47,488 | — | ↗ |
| 2019-08-23 | BRODSKY VICTOR J | Officer | F-InKind | D | Common Stock | 94 | 8.07 | 758.58 | 47,582 | — | ↗ |
| 2019-08-22 | GOLDSTEIN BARRY | Director / Officer | P-Purchase | A | Common Stock | 1,950 | 8.17 | 15.9K | 613,876 | — | ↗ |
| 2019-08-19 | GOLDSTEIN BARRY | Director / Officer | P-Purchase | A | Common Stock | 2,000 | 8.18 | 16.4K | 8,000 | — | ↗ |
| 2019-08-16 | GOLDSTEIN BARRY | Director / Officer | P-Purchase | A | Common Stock | 2,500 | 8.25 | 20.6K | 6,000 | — | ↗ |
| 2019-08-15 | GOLDSTEIN BARRY | Director / Officer | P-Purchase | A | Common Stock | 1,500 | 7.72 | 11.6K | 3,500 | — | ↗ |
| 2019-08-13 | MCFADDEN TIMOTHY P | Director | P-Purchase | A | Common Stock | 1,000 | 8.00 | 8.0K | 6,048 | — | ↗ |
| 2019-07-23 | BRODSKY VICTOR J | Officer | F-InKind | D | Common Stock | 94 | 8.37 | 786.78 | 47,676 | — | ↗ |
| 2019-06-25 | HAFT JAY M | Director | P-Purchase | A | Common Stock | 2,000 | 8.50 | 17.0K | 98,676 | — | ↗ |
| 2019-06-23 | BRODSKY VICTOR J | Officer | F-InKind | D | Common Stock | 94 | 9.00 | 846.00 | 47,770 | — | ↗ |
| 2019-06-07 | Tupper Floyd R | Director | P-Purchase | A | Common Stock | 1,000 | 8.16 | 8.2K | 6,675 | — | ↗ |
| 2019-05-23 | BRODSKY VICTOR J | Officer | F-InKind | D | Common Stock | 94 | 9.62 | 904.28 | 47,864 | — | ↗ |
| 2019-05-20 | HAFT JAY M | Director | P-Purchase | A | Common Stock | 2,000 | 9.00 | 18.0K | 96,676 | — | ↗ |
| 2019-05-16 | Walden Benjamin | Officer | M-Exempt | A | Common Stock | 3,000 | 7.85 | 23.6K | 34,369 | — | ↗ |
| 2019-05-13 | Yankus William L | Director | P-Purchase | A | Common Stock | 1,000 | 9.04 | 9.0K | 12,753 | — | ↗ |
| 2019-05-13 | Tupper Floyd R | Director | P-Purchase | A | Common Stock | 1,000 | 9.00 | 9.0K | 4,675 | — | ↗ |
| 2019-05-13 | THATCHER DALE A | Director / Officer | P-Purchase | A | Common Stock | 25,000 | 9.00 | 225.0K | 101,803 | — | ↗ |
| 2019-05-13 | MCFADDEN TIMOTHY P | Director | P-Purchase | A | Common Stock | 1,000 | 9.03 | 9.0K | 6,048 | — | ↗ |
| 2019-05-13 | D'Andre Carla | Director | P-Purchase | A | Common Stock | 2,000 | 8.95 | 17.9K | 10,000 | — | ↗ |
| 2019-04-23 | BRODSKY VICTOR J | Officer | F-InKind | D | Common Stock | 92 | 13.40 | 1.2K | 47,958 | — | ↗ |
| 2019-04-10 | Walden Benjamin | Officer | A-Award | A | Common Stock | 9,840 | 0.00 | — | 31,369 | — | ↗ |
| 2019-04-10 | BRODSKY VICTOR J | Officer | A-Award | A | Common Stock | 10,933 | 0.00 | — | 48,050 | — | ↗ |
| 2019-03-23 | BRODSKY VICTOR J | Officer | F-InKind | D | Common Stock | 106 | 15.11 | 1.6K | 37,117 | — | ↗ |
| 2019-03-14 | THATCHER DALE A | Director / Officer | F-InKind | D | Common Stock | 3,937 | 16.26 | 64.0K | 76,803 | — | ↗ |
| 2019-02-23 | BRODSKY VICTOR J | Officer | F-InKind | D | Common Stock | 109 | 17.00 | 1.9K | 37,223 | — | ↗ |
| 2019-02-22 | Walden Benjamin | Officer | F-InKind | D | Common Stock | 727 | 17.01 | 12.4K | 20,802 | — | ↗ |
| 2019-02-22 | BRODSKY VICTOR J | Officer | F-InKind | D | Common Stock | 918 | 17.01 | 15.6K | 37,332 | — | ↗ |
| 2019-01-25 | GOLDSTEIN BARRY | Director / Officer | S-Sale | D | Common Stock | 28,030 | 16.33 | 457.6K | 611,926 | — | ↗ |
| 2019-01-23 | BRODSKY VICTOR J | Officer | F-InKind | D | Common Stock | 110 | 15.40 | 1.7K | 38,250 | — | ↗ |
| 2019-01-18 | GOLDSTEIN BARRY | Director / Officer | S-Sale | D | Common Stock | 24 | 16.00 | 384.00 | 639,956 | — | ↗ |
| 2019-01-17 | GOLDSTEIN BARRY | Director / Officer | S-Sale | D | Common Stock | 317 | 16.01 | 5.1K | 639,980 | — | ↗ |
| 2019-01-16 | GOLDSTEIN BARRY | Director / Officer | S-Sale | D | Common Stock | 1,454 | 16.01 | 23.3K | 640,297 | — | ↗ |
| 2019-01-15 | GOLDSTEIN BARRY | Director / Officer | S-Sale | D | Common Stock | 2,905 | 16.09 | 46.7K | 641,751 | — | ↗ |
| 2019-01-14 | GOLDSTEIN BARRY | Director / Officer | S-Sale | D | Common Stock | 3,156 | 16.25 | 51.3K | 644,656 | — | ↗ |
| 2019-01-11 | GOLDSTEIN BARRY | Director / Officer | S-Sale | D | Common Stock | 2,200 | 16.41 | 36.1K | 647,812 | — | ↗ |
| 2019-01-10 | GOLDSTEIN BARRY | Director / Officer | S-Sale | D | Common Stock | 6,517 | 16.74 | 109.1K | 650,012 | — | ↗ |
| 2019-01-09 | GOLDSTEIN BARRY | Director / Officer | S-Sale | D | Common Stock | 4,420 | 17.17 | 75.9K | 656,529 | — | ↗ |
| 2019-01-08 | GOLDSTEIN BARRY | Director / Officer | S-Sale | D | Common Stock | 6,200 | 17.16 | 106.4K | 660,949 | — | ↗ |
| 2019-01-07 | GOLDSTEIN BARRY | Director / Officer | S-Sale | D | Common Stock | 5,157 | 17.26 | 89.0K | 667,149 | — | ↗ |
| 2019-01-04 | GOLDSTEIN BARRY | Director / Officer | S-Sale | D | Common Stock | 6,054 | 17.36 | 105.1K | 672,306 | — | ↗ |
| 2019-01-03 | GOLDSTEIN BARRY | Director / Officer | S-Sale | D | Common Stock | 3,100 | 17.24 | 53.4K | 678,360 | — | ↗ |
| 2019-01-02 | Yankus William L | Director | A-Award | A | Common Stock | 2,253 | 0.00 | — | 11,753 | — | ↗ |
| 2019-01-02 | Tupper Floyd R | Director | A-Award | A | Common Stock | 2,253 | 0.00 | — | 27,404 | — | ↗ |
| 2019-01-02 | THATCHER DALE A | Director / Officer | A-Award | A | Common Stock | 42,230 | 0.00 | — | 80,740 | — | ↗ |
| 2019-01-02 | MCFADDEN TIMOTHY P | Director | A-Award | A | Common Stock | 2,253 | 0.00 | — | 5,048 | — | ↗ |
| 2019-01-02 | HAFT JAY M | Director | A-Award | A | Common Stock | 2,253 | 0.00 | — | 94,676 | — | ↗ |
| 2019-01-02 | GOLDSTEIN BARRY | Director / Officer | S-Sale | D | Common Stock | 9,752 | 17.79 | 173.5K | 681,460 | — | ↗ |
| 2019-01-02 | D'Andre Carla | Director | A-Award | A | Common Stock | 2,253 | 0.00 | — | 6,903 | — | ↗ |
| 2018-12-31 | GOLDSTEIN BARRY | Director / Officer | — | I | Common Stock | 0 | 0.00 | — | 73,168 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | Meryl S. Golden Chief Executive Officer and President | 500.0K | 496.4K | 136.5K | — | — | 25.8K | 1.16M | 11.78% | ↗ |
| 2 | 2024 | Sarah (Minlei) Chen Chief Actuary; Senior Vice President, Kingstone Insurance Company | 355.1K | 166.6K | 166.1K | 12.4K | — | 7.8K | 708.1K | 25.21% | ↗ |
| 3 | 2024 | Jennifer L. Gravelle Vice President, Chief Financial Officer and Treasurer | 337.4K | 134.0K | 133.5K | 12.4K | — | 13.8K | 631.1K | 23.12% | ↗ |
| 4 | 2023 | Meryl S. Golden Chief Executive Officer and President | 500.0K | — | 136.5K | — | — | 25.2K | 661.7K | 20.63% | ↗ |
| 5 | 2023 | Barry B. Goldstein Executive Chairman of the Board; formerly Chief Executive Officer | 450.0K | — | — | — | — | 22.2K | 472.2K | 0.00% | ↗ |
| 6 | 2023 | Sarah (Minlei) Chen Chief Actuary; Senior Vice President, Kingstone Insurance Company | 347.8K | — | — | — | — | 7.6K | 355.3K | 0.00% | ↗ |
| 7 | 2023 | Jennifer L. Gravelle Vice President, Chief Financial Officer and Treasurer | 309.9K | — | 25.0K | — | — | 10.6K | 345.5K | 7.24% | ↗ |
| 8 | 2022 | Meryl S. Golden Chief Operating Officer; President, Kingstone Insurance Company | 500.0K | — | 150.0K | — | — | 24.2K | 674.2K | 22.25% | ↗ |
| 9 | 2022 | Meryl S. Golden Chief Executive Officer and President | 500.0K | — | 150.0K | — | — | 24.2K | 674.2K | 22.25% | ↗ |
| 10 | 2022 | Barry B. Goldstein Chief Executive Officer; Executive Chairman of the Board | 500.0K | — | 136.5K | — | — | 24.2K | 660.7K | 20.66% | ↗ |
| 11 | 2022 | Barry B. Goldstein Executive Chairman of the Board; formerly Chief Executive Officer | 500.0K | — | 136.5K | — | — | 24.2K | 660.7K | 20.66% | ↗ |
| 12 | 2022 | Sarah (Minlei) Chen Chief Actuary; Senior Vice President, Kingstone Insurance Company | 306.6K | — | — | — | — | 7.0K | 313.6K | 0.00% | ↗ |
| 13 | 2022 | Sarah (Minlei) Chen Chief Actuary, Senior Vice President, Kingstone Insurance Company | 306.6K | — | — | — | — | 7.0K | 313.6K | 0.00% | ↗ |
| 14 | 2021 | Barry B. Goldstein Chief Executive Officer; Executive Chairman of the Board | 500.0K | — | 1.39M | — | — | 34.9K | 1.92M | 72.16% | ↗ |
| 15 | 2021 | Meryl S. Golden Chief Operating Officer; President, Kingstone Insurance Company | 500.0K | — | 211.0K | — | — | 23.6K | 734.6K | 28.73% | ↗ |
| 16 | 2021 | Sarah (Minlei) Chen Chief Actuary, Senior Vice President, Kingstone Insurance Company | 267.5K | 40.0K | 36.5K | — | — | 6.6K | 350.6K | 10.42% | ↗ |
| 17 | 2021 | Sarah (Minlei) Chen Chief Actuary, Senior Vice President, Kingstone Insurance Company | 267.5K | 40.0K | 36.5K | — | — | 6.6K | 350.6K | 10.42% | ↗ |
| 18 | 2020 | Barry B. Goldstein Chief Executive Officer; Executive Chairman of the Board | 500.0K | — | 1.39M | — | — | 32.6K | 1.92M | 72.25% | ↗ |
| 19 | 2020 | Meryl S. Golden Chief Operating Officer; President, Kingstone Insurance Company | 500.0K | 73.6K | — | — | — | 23.4K | 597.0K | 0.00% | ↗ |
| 20 | 2020 | Meryl S. Golden Chief Operating Officer | 500.0K | 73.6K | — | — | — | 23.4K | 597.0K | 0.00% | ↗ |
| 21 | 2020 | Victor J. Brodsky Chief Financial Officer | 280.0K | — | — | 43.5K | — | 269.3K | 592.8K | 7.33% | ↗ |
| 22 | 2020 | Benjamin Walden Executive Vice President and Chief Actuary, Kingstone Insurance Company | 258.5K | — | — | 31.6K | — | 108.8K | 398.9K | 7.91% | ↗ |
| 23 | 2019 | Dale A. Thatcher Chief Executive Officer; Chief Operating Officer | 625.0K | — | 750.0K | — | 5.0K | 38.2K | 1.42M | 52.88% | ↗ |
| 24 | 2019 | Barry B. Goldstein Chief Executive Officer; Executive Chairman of the Board | 636.5K | — | — | — | — | 37.5K | 674.0K | 0.00% | ↗ |
| 25 | 2019 | Victor J. Brodsky Chief Financial Officer | 369.7K | — | 150.0K | — | 34.5K | 22.0K | 576.2K | 26.03% | ↗ |
| 26 | 2019 | Benjamin Walden Executive Vice President and Chief Actuary, Kingstone Insurance Company | 339.0K | — | 135.0K | — | 31.6K | 11.2K | 516.8K | 26.12% | ↗ |
| 27 | 2019 | Meryl S. Golden Chief Operating Officer | 134.2K | — | — | 95.5K | — | 6.3K | 236.0K | 40.45% | ↗ |
| 28 | 2018 | Dale A. Thatcher Chief Operating Officer | 398.6K | — | 750.0K | — | 59.8K | 79.2K | 1.29M | 58.25% | ↗ |
| 29 | 2018 | Dale A. Thatcher Chief Executive Officer; Chief Operating Officer | 398.6K | — | 750.0K | — | 59.8K | 79.2K | 1.29M | 58.25% | ↗ |
| 30 | 2018 | Barry B. Goldstein Chief Executive Officer; Executive Chairman of the Board | 630.0K | — | — | — | 21.9K | 43.8K | 695.7K | 0.00% | ↗ |
| 31 | 2018 | Barry B. Goldstein Chief Executive Officer | 630.0K | — | — | — | 21.9K | 43.8K | 695.7K | 0.00% | ↗ |
| 32 | 2018 | Victor J. Brodsky Chief Financial Officer | 350.0K | — | 140.0K | — | 17.6K | 27.8K | 535.3K | 26.15% | ↗ |
| 33 | 2018 | Benjamin Walden Executive Vice President and Chief Actuary, Kingstone Insurance Company | 315.0K | — | 110.9K | — | 15.8K | 16.0K | 457.6K | 24.22% | ↗ |
| 34 | 2017 | Barry B. Goldstein Chief Executive Officer | 630.0K | — | — | — | 1.67M | 24.2K | 2.32M | 0.00% | ↗ |
| 35 | 2017 | Barry B. Goldstein Chief Executive Officer | 630.0K | — | — | — | 1.67M | 24.2K | 2.32M | 0.00% | ↗ |
| 36 | 2017 | Victor J. Brodsky Chief Financial Officer | 320.0K | 30.0K | 149.5K | — | 49.8K | 24.5K | 573.8K | 26.05% | ↗ |
| 37 | 2017 | Victor J. Brodsky Chief Financial Officer | 320.0K | 30.0K | 149.5K | — | 49.8K | 24.5K | 573.8K | 26.05% | ↗ |
| 38 | 2017 | Benjamin Walden Senior Vice President and Chief Actuary, Kingstone Insurance Company | 270.0K | 18.0K | 89.7K | — | 42.0K | 14.2K | 433.9K | 20.67% | ↗ |
| 39 | 2016 | Barry B. Goldstein Officer | 575.0K | 200.0K | — | — | 653.2K | 36.7K | 1.46M | 0.00% | ↗ |
| 40 | 2016 | Barry B. Goldstein Chief Executive Officer | 575.0K | 200.0K | — | — | 653.2K | 36.7K | 1.46M | 0.00% | ↗ |
| 41 | 2016 | Victor J. Brodsky Officer | 294.4K | 34.6K | — | — | 36.3K | 20.6K | 385.9K | 0.00% | ↗ |
| 42 | 2016 | Victor J. Brodsky Chief Financial Officer | 294.4K | 34.6K | — | — | 36.3K | 20.6K | 385.9K | 0.00% | ↗ |
| 43 | 2016 | Benjamin Walden President and | 246.8K | 12.0K | — | 28.2K | 42.6K | 12.4K | 342.0K | 8.24% | ↗ |
| 44 | 2016 | Benjamin Walden Senior Vice President and Chief Actuary, Kingstone Insurance Company | 246.8K | 12.0K | — | 28.2K | 42.6K | 12.4K | 342.0K | 8.24% | ↗ |
| 45 | 2015 | Barry B. Goldstein Chief Executive Officer | 575.0K | — | — | 93.7K | 515.0K | 36.7K | 1.22M | 7.68% | ↗ |
| 46 | 2015 | Barry B. Goldstein Officer | 575.0K | — | — | 93.7K | 515.0K | 36.7K | 1.22M | 7.68% | ↗ |
| 47 | 2015 | Victor J. Brodsky Officer | 280.4K | 14.4K | — | — | 33.5K | 20.0K | 348.3K | 0.00% | ↗ |
| 48 | 2015 | Victor J. Brodsky Chief Financial Officer | 280.4K | 14.4K | — | — | 33.5K | 20.0K | 348.3K | 0.00% | ↗ |
| 49 | 2015 | Benjamin Walden President and | 235.0K | — | — | — | 40.0K | 13.3K | 288.3K | 0.00% | ↗ |
| 50 | 2015 | Benjamin Walden Senior Vice President and | 235.0K | — | — | — | 40.0K | 13.3K | 288.3K | 0.00% | ↗ |
| 51 | 2014 | Barry B. Goldstein Chief Executive Officer | 512.5K | 62.5K | — | 320.0K | 453.9K | 36.3K | 1.39M | 23.10% | ↗ |
| 52 | 2014 | Barry B. Goldstein Chief Executive Officer | 512.5K | 62.5K | — | 320.0K | 453.9K | 36.3K | 1.39M | 23.10% | ↗ |
| 53 | 2014 | Victor J. Brodsky Chief Financial Officer | 269.6K | 10.0K | — | — | 32.2K | 19.7K | 331.5K | 0.00% | ↗ |
| 54 | 2014 | Victor J. Brodsky Chief Financial Officer | 269.6K | 10.0K | — | — | 32.2K | 19.7K | 331.5K | 0.00% | ↗ |
| 55 | 2014 | Benjamin Walden Senior Vice President and | 210.0K | — | — | — | 36.2K | 7.4K | 253.6K | 0.00% | ↗ |
| 56 | 2014 | Benjamin Walden Vice President and Chief Actuary, Kingstone Insurance Company | 210.0K | — | — | — | 36.2K | 7.4K | 253.6K | 0.00% | ↗ |
| 57 | 2013 | Barry B. Goldstein Chief Executive Officer | 450.0K | 100.0K | — | — | 120.8K | 35.9K | 706.6K | 0.00% | ↗ |
| 58 | 2013 | Victor J. Brodsky Chief Financial Officer | 249.6K | 28.0K | — | 27.7K | 18.4K | 17.6K | 341.3K | 8.11% | ↗ |
| 59 | 2013 | John D. Reiersen Executive Vice President, Kingstone Insurance Company | 149.2K | — | — | 13.8K | 21.0K | 6.0K | 190.0K | 7.28% | ↗ |
| 60 | 2013 | Benjamin Walden Vice President and Chief Actuary, Kingstone Insurance Company | 4.0K | — | — | 18.6K | 770.00 | — | 23.4K | 79.44% | ↗ |
| 61 | 2012 | Barry B. Goldstein Chief Executive Officer | 450.0K | — | — | — | 127.0K | 33.8K | 610.8K | 0.00% | ↗ |
| 62 | 2012 | Victor J. Brodsky Chief Financial Officer | 240.0K | — | — | — | 6.6K | 13.8K | 260.4K | 0.00% | ↗ |
| 63 | 2012 | John D. Reiersen Executive Vice President, Kingstone Insurance Company | 150.2K | — | — | — | 7.4K | 6.1K | 163.7K | 0.00% | ↗ |
| 64 | 2012 | John D. Reiersen Executive Vice President, Kingstone | 150.2K | — | — | — | 7.4K | 6.1K | 163.7K | 0.00% | ↗ |
| 65 | 2011 | Barry B. Goldstein Chief Executive Officer | 375.0K | — | — | — | 216.3K | 29.8K | 621.2K | 0.00% | ↗ |
| 66 | 2011 | John D. Reiersen Executive Vice President, Kingstone | 339.5K | — | — | — | 76.1K | 14.9K | 430.6K | 0.00% | ↗ |
| 67 | 2011 | John D. Reiersen President, Kingstone Insurance Company | 339.5K | — | — | — | 76.1K | 14.9K | 430.6K | 0.00% | ↗ |
| 68 | 2011 | Victor J. Brodsky Chief Financial Officer | 220.0K | 10.0K | — | — | 26.9K | 9.8K | 266.7K | 0.00% | ↗ |
| 69 | 2010 | Barry B. Goldstein Chief Executive Officer | 375.0K | — | 93.3K | 384.3K | 163.2K | 25.4K | 1.04M | 45.87% | ↗ |
| 70 | 2010 | Barry B. Goldstein Chief Executive Officer | 375.0K | — | 93.3K | 384.3K | 163.2K | 25.4K | 1.04M | 45.87% | ↗ |
| 71 | 2010 | John D. Reiersen President, Kingstone Insurance Company | 294.7K | — | — | — | 38.7K | 33.8K | 367.2K | 0.00% | ↗ |
| 72 | 2010 | John D. Reiersen President, Kingstone Insurance Company | 294.7K | — | — | — | 38.7K | 11.8K | 345.2K | 0.00% | ↗ |
| 73 | 2010 | Victor J. Brodsky Chief Financial Officer | 205.6K | — | — | — | 4.7K | 5.7K | 216.0K | 0.00% | ↗ |
| 74 | 2010 | Victor J. Brodsky Chief Financial Officer | 205.6K | — | — | — | 4.7K | 5.7K | 216.0K | 0.00% | ↗ |
| 75 | 2009 | Barry B. Goldstein Chief Executive Officer | 275.0K | — | — | — | 8.7K | 15.9K | 299.5K | 0.00% | ↗ |
| 76 | 2009 | Barry B. Goldstein Chief Executive Officer | 275.0K | 8.7K | — | — | — | 14.4K | 298.1K | 0.00% | ↗ |
| 77 | 2009 | Victor J. Brodsky Chief Financial Officer | 208.5K | — | — | 37.9K | — | — | 246.4K | 15.37% | ↗ |
| 78 | 2009 | Victor J. Brodsky Chief Financial Officer | 208.5K | — | — | 37.9K | — | — | 246.4K | 15.37% | ↗ |
| 79 | 2009 | John D. Reiersen President, Kingstone Insurance Company | 171.0K | — | — | 40.2K | 19.6K | 5.1K | 236.0K | 17.05% | ↗ |
| 80 | 2009 | John D. Reiersen President, Kingstone Insurance Company | 171.0K | 19.6K | — | 40.2K | — | — | 230.8K | 17.43% | ↗ |
| 81 | 2008 | Barry B. Goldstein Chief Executive Officer | 275.0K | — | — | — | — | 15.8K | 290.8K | 0.00% | ↗ |
| 82 | 2008 | Barry B. Goldstein Chief Executive Officer | 275.0K | — | — | — | — | 15.8K | 290.8K | 0.00% | ↗ |
| 83 | 2008 | Curt Hapward President, DCAP Management Corp. | 115.1K | — | — | — | — | 6.0K | 121.1K | 0.00% | ↗ |
| 84 | 2007 | Barry B. Goldstein Chief Executive Officer | 350.0K | — | — | 148.1K | — | 15.8K | 534.9K | 27.68% | ↗ |
| 85 | 2007 | Barry B. Goldstein Chief Executive Officer | 350.0K | — | — | 41.2K | — | 15.8K | 428.1K | 9.63% | ↗ |
| 86 | 2007 | Curt Hapward President, DCAP Management Corp. | 82.4K | — | — | 84.1K | — | 4.4K | 170.9K | 49.22% | ↗ |
| 87 | 2006 | Barry B. Goldstein Chief Executive Officer | 350.0K | — | — | — | — | 26.4K | 404.9K | 0.00% | ↗ |
| 88 | 2005 | Barry B. Goldstein Chief Executive Officer | — | — | — | — | — | — | — | — | ↗ |
| 89 | 2004 | Barry B. Goldstein Chief Executive Officer | — | — | — | — | — | — | — | — | ↗ |
| 90 | 2003 | Barry B. Goldstein Chief Executive Officer | — | — | — | — | — | — | — | — | ↗ |
| 91 | 2002 | Barry B. Goldstein Chief Executive Officer | — | — | — | — | — | — | — | — | ↗ |
Proxy statements
| Filing date | Form type | Filing |
|---|---|---|
| 2025-06-26 | DEF 14A | ↗ |
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Meryl S. Golden | President, Chief Executive Officer & Director | 1M | female |
| Randy L. Patten | Vice President, Chief Financial Officer & Treasurer | 651.5K | male |
| Victor Jay Brodsky | Chief Accounting Officer | 549.2K | male |
| Sarah Chen | Chief Actuary & SVP and Head of Product Management of Kingstone Insurance Company | 546.7K | female |
| Floyd R. Tupper | Secretary & Independent Director | 75.0K | male |
| David Fernandez | Senior Vice President & Chief Claims Officer | — | male |
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Community Opinion for KINS
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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