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KLX Energy Services Holdings, Inc. (KLXE)

USD2.43 -0.07 (-2.61%)
US NASDAQ Energy Oil & Gas Equipment & Services
Address 3040 Post Oak Boulevard 77056
Houston, TX, US
CEO Christopher J. Baker
Website klx.com
IPO 2018-08-29
CIK 1738827 ISIN US48253L2051

Explore sections of this company profile

Description

KLX Energy Services Holdings, Inc. provides drilling, completions, production, and well intervention services and products to the onshore oil and gas producing regions of the United States. The company operates through three segments: Southwest, Rocky Mountains, and Northeast/Mid-Con. It provides directional drilling services; downhole navigational and rental tools businesses and support services, including well planning, site supervision, accommodation rentals, and other drilling rentals and various technologies, including gamma ray, azimuthal gamma ray, real-time continuous inclination and azimuth, rotary steerable, pressure-while-drilling, mode shifting, stick-slip and destructive dynamics, dynamic sequencing and real-time shock, and vibration modules. The company also offers coiled tubing and nitrogen services; wireline services, including pump down perforating, logging, and pipe recovery; pressure control products and services; wellhead and hydraulic fracturing rental products and services; flowback and testing services; thru-tubing technologies and services; fishing services; rig assist snubbing services; cementing products and services; acidizing and pressure pumping services; and downhole completion tools, such as toe sleeves, wet shoe cementing bypass subs, composite plugs, dissolvable plugs, liner hangers, stage cementing tools, inflatables, float and casing equipment, and retrievable completion tools. In addition, it provides production services comprising maintenance-related intervention services; production blow out preventers; mechanical wireline services; hydro-testing services; premium tubulars; and other specialized production tools. Further, the company provides intervention services consist of technicians and equipment that are focused on providing customers engineered solutions to downhole complications. KLX Energy Services Holdings, Inc. was incorporated in 2018 and is headquartered in Houston, Texas.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
QES QES 2020-06-02 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD2.43 -0.07 (-2.61%)
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Volume Profile
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Liquidity & share structure
Average Volume
336.8K
Beta
0.79
Float Shares
16.34M
Free Float %
83.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+10.62% +33.44% +80.93% +68.11% +160.37% +125.93% +80.93% -59.02% -64.27% -96.85% -96.85%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (5 ratings, all time) Hold
Price Targets & DCF
Current price
2.43
Low 4.50 +85.6%
Consensus 17.25 +611.3%
Median 17.25 +611.3%
High 30.00 +1,137.1%
Ratings Trend (MoM)
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 3
13.67
+463.7%
Quality scores
Altman Z-Score
-0.94
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
1 / 10
No MOAT
Composite Rating
B-
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Oil & Gas Equipment & Services: +6.7%
    -10.3% Q1'26: -6.0% (vs Q1'25)
  • EPS growth Oil & Gas Equipment & Services: +14.3%
    -26.0% Q1'26: +28.1% (vs Q1'25)
  • FCF margin FCF growth · Oil & Gas Equipment & Services: +40.2%
    -8.9% Q1'26: -5.8% (vs Q1'25)
  • EBIT margin Oil & Gas Equipment & Services: +10.9%
    -4.8% Q1'26: -8.4% (vs Q1'25)
  • ROIC Oil & Gas Equipment & Services: +6.7%
    -12.7% Q1'26: -20.9% (vs Q1'25)
  • Share dilution Oil & Gas Equipment & Services: +0.3%
    +15.4% Q1'26: +19.6% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Oil & Gas Equipment & Services: 0.32×
    4.90× Q1'26: 8.48× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.85) × ERP
WACC = 18% × Ke + 82% × Kd (14.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 2.43
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
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
320.50M
est: 516.50M (-37.9%)
495.30M
est: 558.40M (-11.3%)
544.00M
est: 269.05M (+102.2%)
276.80M
est: 498.80M (-44.5%)
436.10M
est: 498.80M (-12.6%)
781.60M
est: 781.80M (0.0%)
888.40M
est: 769.70M (+15.4%)
709.30M
est: 710.00M (-0.1%)
636.60M
est: 637.40M (-0.1%)
648.40M
648.40M – 648.40M
+1.7% YoY
680.50M
680.50M – 680.50M
+5.0% YoY
EBITDA
9.50M
est: -53.88M (+117.6%)
63.60M
est: -295.61M (+121.5%)
-11.60M
est: -425.36M (+97.3%)
-242.10M
est: -52.03M (-365.3%)
-10.20M
est: -52.03M (+80.4%)
89.30M
est: -10.57M (+945.1%)
131.50M
est: 70.05M (+87.7%)
81.00M
est: 64.61M (+25.4%)
64.90M
est: 58.01M (+11.9%)
59.01M
59.01M – 59.01M
+1.7% YoY
61.93M
61.93M – 61.93M
+5.0% YoY
EBIT
-24.00M
est: -109.26M (+78.0%)
22.10M
est: -531.36M (+104.2%)
-75.70M
est: -615.80M (+87.7%)
-301.10M
est: -105.51M (-185.4%)
-64.10M
est: -105.51M (+39.2%)
32.50M
est: -108.34M (+130.0%)
58.70M
est: -16.20M (+462.3%)
-13.00M
est: -14.95M (+13.0%)
-30.30M
est: -13.42M (-125.8%)
-13.65M
-13.65M – -13.65M
-1.7% YoY
-14.33M
-14.33M – -14.33M
-5.0% YoY
Net Income
-24.10M
est: 125.96M (-119.1%)
14.40M
est: -634.46M (+102.3%)
-96.40M
est: -709.06M (+86.4%)
-332.20M
est: -159.49M (-108.3%)
-93.80M
est: -159.49M (+41.2%)
-3.10M
est: 45.10M (-106.9%)
19.20M
est: -36.82M (+152.1%)
-53.00M
est: -50.49M (-5.0%)
-77.10M
est: -68.26M (-13.0%)
-1.19B
-1.19B – -1.19B
-1,645.2% YoY
-856.46M
-856.46M – -856.46M
+28.1% YoY
SGA
73.40M
est: 76.93M (-4.6%)
100.40M
est: 415.75M (-75.9%)
100.00M
est: 266.47M (-62.5%)
88.80M
est: 74.30M (+19.5%)
54.10M
est: 74.30M (-27.2%)
70.40M
est: 185.78M (-62.1%)
86.70M
est: 81.83M (+6.0%)
79.60M
est: 75.48M (+5.5%)
68.50M
est: 67.76M (+1.1%)
68.93M
68.93M – 68.93M
+1.7% YoY
72.34M
72.34M – 72.34M
+5.0% YoY
EPS
-6.02
est: 7.78 (-177.4%)
3.58
est: -4.12 (+187.0%)
-21.61
est: -37.44 (+42.3%)
-51.11
est: -9.85 (-419.1%)
-10.78
est: -9.85 (-9.5%)
-0.27
est: -0.15 (-84.1%)
1.23
est: -1.97 (+162.5%)
-3.27
est: -2.70 (-21.1%)
-4.12
est: -3.65 (-12.9%)
-63.70
-63.70 – -63.70
-1,645.2% YoY
-45.80
-45.80 – -45.80
+28.1% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-05-08 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-05-07 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-05-06 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-05-05 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-05-04 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-05-01 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-04-30 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-04-29 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-04-28 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-04-27 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-04-24 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-04-23 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-04-22 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-04-21 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-04-20 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-04-17 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-04-16 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-68.48M
OE per share TTM
-4.13
Owner's Yield
-97.71%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
36.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
17
Total invested
2.49M
Insider transactions (90d)
0
Beneficial owners (>5%)
33
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Greene's Holding Corp 2.40M 14.60% 2.40M 2.40M HC, CO Delaware 2023-03-20
2 Greene's Investment Holdings LLC 2.40M 14.60% 2.40M 2.40M HC, OO Delaware 2023-03-20
3 Denham Capital Management GP LLC 2.06M 12.60% 2.06M 2.06M HC, OO Delaware 2023-09-13
4 Denham Capital Management LP 2.06M 12.60% 2.06M 2.06M IA, PN Delaware 2023-09-13
5 Denham IV Continuation Fund GP LP 2.06M 12.60% 2.06M 2.06M HC, PN Delaware 2023-09-13
6 Denham IV Continuation Fund LP 2.06M 12.60% 2.06M 2.06M HC, PN Delaware 2023-09-13
7 Denham IV Continuation GP LLC 2.06M 12.60% 2.06M 2.06M HC, OO Delaware 2023-09-13
8 Greene’s Investment Holdings LLC 2.06M 12.60% 2.06M 2.06M HC, OO Delaware 2023-09-13
9 Stuart D. Porter 2.06M 12.60% 2.06M 2.06M HC, IN Delaware 2023-09-13
10 Paradice Investment Management LLC 1.80M 7.50% 1.41M IA Delaware 2020-02-07
11 Paradice Investment Management Pty Ltd 1.80M 7.50% 1.41M HC Delaware 2020-02-07
12 (. 1.43M 6.42% 1.41M 1.43M IA Delaware 2019-02-08
13 The Vanguard Group - 23-1945930 1.33M 5.50% 18.3K 1.31M 18.3K IA Pennsylvania 2020-02-12
14 Corbin J. Robertson, Jr. 939.8K 11.30% 24.5K 915.3K 24.5K 11.00 IN 2020-08-06
15 26-2480765 920.0K 11.10% 920.0K 920.0K CO 2020-08-05
16 32-0528346 920.0K 11.10% 920.0K 920.0K OO 2020-08-05
17 Archer Assets UK Limited 920.0K 11.10% 920.0K 920.0K OO 2020-08-05
18 Archer Limited 920.0K 11.10% 920.0K 920.0K OO 2020-08-05
19 Greene’s Holding Corp 801.0K 4.90% 801.0K 801.0K HC, CO Delaware 2023-09-13
20 Quintana Capital Group GP Ltd. 86-1172015 625.9K 7.60% 625.9K 11.00 OO 2020-08-06
21 Quintana Capital Group, L.P. 86-1172016 625.9K 7.60% 625.9K 11.00 PN 2020-08-06
22 Jeffrey L. Gendell 615.7K 5.27% 615.7K 615.7K IN United States 2022-06-29
23 Tontine Asset Associates, LLC 615.7K 5.27% 615.7K 615.7K OO Delaware 2022-06-29
24 Tontine Capital Overseas Master Fund II, L.P. 615.7K 5.27% 615.7K 615.7K PN Delaware 2022-06-29
25 (1) BlackRock, Inc. 518.6K 2.10% 518.6K 518.6K HC Delaware 2020-07-10
26 Quintana Energy Partners—QES Holdings, L.L.C. 82-4267266 518.0K 6.20% 518.0K 11.00 OO 2020-08-06
27 Quintana Energy Partners, L.P. 86-1172018 516.0K 6.20% 518.0K 11.00 PN 2020-08-06
28 Fuller & Thaler Asset Management, Inc. 375.1K 4.45% 366.6K 375.1K IA California 2021-02-11
29 Robertson QES Investment LLC 81-4676115 279.7K 3.40% 279.7K 11.00 OO 2020-08-06
30 Quintana Energy Fund—TE, LP 03-0604624 77.0K 0.90% 77.0K 11.00 PN 2020-08-06
31 Quintana Energy Fund—FI, LP 03-0604623 30.9K 0.40% 30.9K 11.00 PN 2020-08-06
32 QEP Management Co. GP, LLC 86-1172020 9.7K 0.10% 9.7K 11.00 OO 2020-08-06
33 QEP Management Co., LP 86-1172021 9.7K 0.10% 9.7K 11.00 PN 2020-08-06

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
17
-32 vs prev Q
New positions
8
Closed positions
38
Increased
10
Reduced
3
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 GENDELL JEFFREY L 1.75M +40.0K (+2.3%) 3.31M +24.2K (+0.7%) 9.13% +0.208 pp 0.06% -0.003 pp USD7.59 -75.1% 17 qtrs
2 CASTLEKNIGHT MANAGEMENT LP 998.6K -349.4K (-25.9%) 1.89M -700.7K (-27.1%) 5.20% -1.820 pp 0.04% -0.009 pp USD3.94 -52.0% 17 qtrs
3 VANGUARD GROUP INC 635.3K -11.4K (-1.8%) 1.20M -40.9K (-3.3%) 3.31% -0.059 pp 0.00% +0.000 pp USD9.92 -80.9% 22 qtrs
4 MORGAN STANLEY 268.0K -44.6K (-14.3%) 506.5K -93.7K (-15.6%) 1.40% -0.232 pp 0.00% +0.000 pp USD10.03 -81.2% 21 qtrs
5 BLACKROCK, INC. 191.0K +6.3K (+3.4%) 360.9K +6.4K (+1.8%) 0.99% +0.033 pp 0.00% +0.000 pp USD5.15 -63.3% 6 qtrs
6 WHITEBOX ADVISORS LLC 170.2K +170.2K (+100.0%) 321.7K +321.7K (+100.0%) 0.89% +0.887 pp 0.00% +0.005 pp USD1.89 +0.0% 1 qtrs NEW
7 GEODE CAPITAL MANAGEMENT, LLC 157.2K +1.1K (+0.7%) 297.1K -2.7K (-0.9%) 0.82% +0.006 pp 0.00% +0.000 pp USD7.91 -76.1% 22 qtrs
8 RENAISSANCE TECHNOLOGIES LLC 138.0K +8.1K (+6.2%) 260.8K +11.4K (+4.6%) 0.72% +0.042 pp 0.00% +0.000 pp USD6.32 -70.1% 16 qtrs
9 ADAGE CAPITAL PARTNERS GP, L.L.C. 100.0K +100.0K (+100.0%) 189.0K +189.0K (+100.0%) 0.52% +0.521 pp 0.00% +0.000 pp USD1.89 +0.0% 1 qtrs NEW
10 CITADEL ADVISORS LLC 64.5K +37.4K (+137.7%) 122.0K +69.9K (+134.0%) 0.34% +0.195 pp 0.00% +0.000 pp USD3.58 -47.2% 16 qtrs
11 61.8K +61.8K (+100.0%) 116.7K +116.7K (+100.0%) 0.32% +0.322 pp 0.04% +0.039 pp USD1.89 +0.0% 1 qtrs NEW
12 STATE STREET CORP 60.7K +— (+0.0%) 114.8K -1.8K (-1.6%) 0.32% +0.000 pp 0.00% +0.000 pp USD9.31 -79.7% 19 qtrs
13 MACROVIEW INVESTMENT MANAGEMENT LLC 44.1K -57.9K (-56.7%) 83.4K -112.4K (-57.4%) 0.23% -0.301 pp 0.06% -0.089 pp USD1.88 +0.5% 3 qtrs
14 GAMCO INVESTORS, INC. ET AL 40.0K +5.0K (+14.3%) 75.6K +8.4K (+12.5%) 0.21% +0.026 pp 0.00% +0.000 pp USD4.04 -53.2% 22 qtrs
15 NORTHERN TRUST CORP 37.2K +— (+0.0%) 70.3K -1.1K (-1.6%) 0.19% +0.000 pp 0.00% +0.000 pp USD7.77 -75.7% 22 qtrs
16 XTX TOPCO LTD 33.8K -7.8K (-18.7%) 63.8K -16.0K (-20.0%) 0.18% -0.041 pp 0.00% -0.003 pp USD1.92 -1.6% 6 qtrs
17 POINT72 ASSET MANAGEMENT, L.P. 31.2K +31.2K (+100.0%) 58.9K +58.9K (+100.0%) 0.16% +0.162 pp 0.00% +0.000 pp USD1.89 +0.0% 1 qtrs NEW
18 JANE STREET GROUP, LLC 30.6K +14.4K (+88.5%) 57.8K +26.7K (+85.6%) 0.16% +0.075 pp 0.00% +0.000 pp USD1.88 +0.5% 16 qtrs
19 BANK OF NEW YORK MELLON CORP 23.4K -226.0 (-1.0%) 44.3K -1.1K (-2.5%) 0.12% -0.001 pp 0.00% +0.000 pp USD9.37 -79.8% 16 qtrs
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 23.3K +10.5K (+82.3%) 44.1K +19.5K (+79.5%) 0.12% +0.055 pp 0.00% +0.000 pp USD3.87 -51.2% 8 qtrs
21 WILLIAMS & NOVAK, LLC 23.2K +23.2K (+100.0%) 43.8K +43.8K (+100.0%) 0.12% +0.121 pp 0.03% +0.033 pp USD1.89 +0.0% 1 qtrs NEW
22 BRIDGEWAY CAPITAL MANAGEMENT, LLC 22.7K -71.0K (-75.8%) 42.9K -137.0K (-76.2%) 0.12% -0.370 pp 0.00% -0.003 pp USD7.42 -74.5% 22 qtrs
23 RAYMOND JAMES FINANCIAL INC 22.1K -6.0 (0.0%) 41.8K -674.0 (-1.6%) 0.12% +0.000 pp 0.00% +0.000 pp USD2.40 -21.3% 5 qtrs
24 UBS GROUP AG 20.3K +17.9K (+770.5%) 38.3K +33.8K (+756.9%) 0.11% +0.093 pp 0.00% +0.000 pp USD2.23 -15.2% 11 qtrs
25 PNC FINANCIAL SERVICES GROUP, INC. 18.1K +— (+0.0%) 34.1K -542.0 (-1.6%) 0.09% +0.000 pp 0.00% +0.000 pp USD7.32 -74.2% 22 qtrs
26 JAIN GLOBAL LLC 15.2K +15.2K (+100.0%) 28.7K +28.7K (+100.0%) 0.08% +0.079 pp 0.00% +0.000 pp USD1.89 +0.0% 1 qtrs NEW
27 QUADRATURE CAPITAL LTD 12.6K +12.6K (+100.0%) 23.8K +23.8K (+100.0%) 0.07% +0.066 pp 0.00% +0.000 pp USD1.89 +0.0% 1 qtrs NEW
28 SKYVIEW INVESTMENT ADVISORS, LLC 12.0K +— (+0.0%) 23.0K +— (+0.0%) 0.06% +0.000 pp 0.00% +0.000 pp USD7.25 -73.9% 12 qtrs
29 MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. 12.0K -10.0K (-45.5%) 22.7K -19.6K (-46.3%) 0.06% -0.052 pp 0.00% 0.000 pp USD4.17 -54.7% 5 qtrs
30 RONALD BLUE TRUST, INC. 4.6K +— (+0.0%) 8.8K -139.0 (-1.6%) 0.02% +0.000 pp 0.00% +0.000 pp USD7.60 -75.1% 8 qtrs
31 JPMORGAN CHASE & CO 2.5K -264.0 (-9.6%) 4.7K -582.0 (-11.0%) 0.01% -0.001 pp 0.00% +0.000 pp USD5.92 -68.1% 13 qtrs
32 CITIGROUP INC 2.1K +2.1K (+100.0%) 3.9K +3.9K (+100.0%) 0.01% +0.011 pp 0.00% +0.000 pp USD1.89 +0.0% 1 qtrs NEW
33 ROYAL BANK OF CANADA 805.00 -799.0 (-49.8%) 2.0K -1.0K (-33.3%) 0.00% -0.004 pp 0.00% +0.000 pp USD1.92 -1.6% 22 qtrs
34 BARCLAYS PLC 667.00 -23.7K (-97.3%) 1.3K -131.9K (-99.1%) 0.00% -0.123 pp 0.00% +0.000 pp USD2.02 -6.4% 12 qtrs
35 CWM, LLC 500.00 +— (+0.0%) 1.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD6.88 -72.5% 16 qtrs
36 TOWER RESEARCH CAPITAL LLC (TRC) 246.00 +246.0 (+100.0%) 465.00 +465.0 (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD1.89 +0.0% 1 qtrs NEW
37 SBI SECURITIES CO., LTD. 218.00 +7.0 (+3.3%) 412.00 +7.0 (+1.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.99 -36.8% 5 qtrs
38 BNP PARIBAS ARBITRAGE, SNC 114.00 +— (+0.0%) 215.00 -4.0 (-1.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.92 -51.8% 5 qtrs
39 BANK OF AMERICA CORP /DE/ 64.00 -6.0K (-98.9%) 121.00 -11.5K (-99.0%) 0.00% -0.031 pp 0.00% +0.000 pp USD7.84 -75.9% 22 qtrs
40 WELLS FARGO & COMPANY/MN 32.00 -5.0 (-13.5%) 60.00 -11.0 (-15.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD8.44 -77.6% 14 qtrs
41 FMR LLC 23.00 -89.0 (-79.5%) 43.00 -172.0 (-80.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD6.91 -72.6% 11 qtrs
42 ADVISOR GROUP HOLDINGS, INC. 18.00 -1.0 (-5.3%) 33.00 -3.0 (-8.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.67 -59.5% 12 qtrs
43 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 8.00 +— (+0.0%) 15.00 +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.50 -46.0% 4 qtrs
44 RITTER DANIHER FINANCIAL ADVISORY LLC / DE 4.00 +4.0 (+100.0%) 8.00 +8.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.75 +8.0% 1 qtrs NEW
45 ROTHSCHILD INVESTMENT LLC 4.00 +— (+0.0%) 8.00 +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.75 -67.1% 9 qtrs
46 DELTA ASSET MANAGEMENT LLC/TN 2.00 +— (+0.0%) 4.00 +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD17.00 -88.9% 13 qtrs
47 LARSON FINANCIAL GROUP LLC 1.00 +— (+0.0%) 2.00 +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD17.00 -88.9% 13 qtrs
48 AMERICAN CENTURY COMPANIES INC -54.1K (-100.0%) -103.9K (-100.0%) 0.00% -0.282 pp 0.00% 0.000 pp USD 10 qtrs SOLD
49 DIMENSIONAL FUND ADVISORS LP -12.5K (-100.0%) -23.9K (-100.0%) 0.00% -0.065 pp 0.00% +0.000 pp USD 10 qtrs SOLD
50 VIRTU FINANCIAL LLC -18.6K (-100.0%) -36.0K (-100.0%) 0.00% -0.097 pp 0.00% -0.002 pp USD 2 qtrs SOLD
51 EVERSOURCE WEALTH ADVISORS, LLC -127.0 (-100.0%) -244.0 (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 10 qtrs SOLD
52 VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC -21.5K (-100.0%) -41.2K (-100.0%) 0.00% -0.112 pp 0.00% 0.000 pp USD 6 qtrs SOLD
53 BRYN MAWR TRUST CO -362.0 (-100.0%) -695.0 (-100.0%) 0.00% -0.002 pp 0.00% +0.000 pp USD 2 qtrs SOLD
54 GOLDMAN SACHS GROUP INC -10.3K (-100.0%) -19.7K (-100.0%) 0.00% -0.054 pp 0.00% +0.000 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 23 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.01% 130.4K 0.60%
2 Dimensional - US Sustainability Core 1 ETF DFSU 0.00% 13.1K 0.15%
3 Vanguard Extended Market ETF VXF 0.00% 449.7K 0.05%
4 U.S. Micro Cap Portfolio ETF DFMC 0.00% 36.8K 0.43%
5 Dimensional - US Small Cap ETF DFAS 0.00% 56.7K 0.26%
6 Fidelity All-in-One Conservative ETF FCNS.NE 0.00% 787.64 0.40%
7 Vanguard U.S. Total Market Index ETF VUN.TO 0.00% 6.4K 0.17%
8 Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO 0.00% 476.14 0.17%
9 Vanguard U.S. Total Market Shares Index ETF VTS.AX 0.00% 2.3K 0.03%
10 Vanguard Total Stock Market ETF VTI 0.00% 1.10M 0.03%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.33
Neutral
Ratio by volume
3.00
Bullish
Buys
12
Sells
9
Shares acquired
814.9K
Shares disposed
241.6K
Cash buys
Cash sales
Net activity
+573,239
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-01 Stanford Geoffrey C Officer F-InKind D Common stock 2,422 2.54 6.2K 74,840 D
2026-02-10 Bouthillette Max Officer D-Return D Common stock 10,148 2.58 26.2K 181,020 D
2026-02-09 Bouthillette Max Officer M-Exempt A Common stock 10,148 0.00 191,168 D
2026-02-09 Baker Christopher J. Director / Officer M-Exempt A Common stock 28,191 0.00 482,917 D
2026-02-01 Bouthillette Max Officer F-InKind D Common stock 18,429 2.78 51.2K 181,020 D
2026-02-01 Baker Christopher J. Director / Officer F-InKind D Common stock 39,655 2.78 110.2K 454,726 D
2026-01-29 Whates John T Director A-Award A Common stock 14,481 0.00 39,188 D
2026-01-29 ROBERTSON CORBIN J JR Director A-Award A Common stock 14,481 0.00 58,006 D
2026-01-29 MCCAFFREY THOMAS P Director A-Award A Common stock 14,481 0.00 157,922 D
2026-01-29 Hunter Danielle E. Director A-Award A Common stock 14,481 0.00 25,797 D
2026-01-29 Eliassen Gunnar W. Director A-Award A Common stock 14,481 0.00 41,083 D
2026-01-29 COLLINS JOHN T Director A-Award A Common stock 14,481 0.00 36,169 D
2026-01-29 Bouthillette Max Officer A-Award A Common stock 56,584 0.00 199,449 D
2026-01-29 Baker Christopher J. Director / Officer A-Award A Restricted Stock Unit 355,965 0.00 384,156 D
2026-01-07 Lehner Keefer McGovern Officer D-Return D Common stock 94,306 0.00 24,895 D
2025-12-16 Bouthillette Max Officer P-Purchase A Common stock 16,500 1.67 27.6K 142,865 D
2025-12-15 Stanford Geoffrey C Officer P-Purchase A Common stock 20,000 1.85 37.0K 77,262 D
2025-12-12 Stanford Geoffrey C Officer P-Purchase A Common stock 30,000 1.94 58.2K 57,262 D
2025-07-01 Geveran Investments Ltd Other J-Other D Common Stock 25,200 2.00 50.4K 322,339 I
2025-06-27 Geveran Investments Ltd Other J-Other D Common Stock 98,461 2.03 200.1K 347,539 I
2025-06-26 Geveran Investments Ltd Other J-Other D Common Stock 58,083 2.01 116.5K 4,730 I
2025-06-25 Geveran Investments Ltd Other J-Other D Common Stock 3,861 2.00 7.7K 62,813 I
2025-06-24 Geveran Investments Ltd Other J-Other D Common Stock 32,884 2.01 66.1K 66,674 I
2025-06-23 Geveran Investments Ltd Other J-Other D Common Stock 52,909 2.43 128.3K 99,558 I
2025-06-20 Geveran Investments Ltd Other J-Other D Common Stock 41,333 2.62 108.2K 152,467 I
2025-05-13 MCCAFFREY THOMAS P Director S-Sale D Common stock 50,045 1.95 97.6K 143,441 D
2025-04-01 Stanford Geoffrey C Officer F-InKind D Common stock 1,574 3.31 5.2K 27,262 D
2025-03-19 Stanford Geoffrey C Officer S-Sale D Common stock 6,336 3.75 23.8K 28,836 D
2025-03-07 Lehner Keefer McGovern Officer S-Sale D Common stock 500 5.04 2.5K 119,201 D
2025-03-03 Lehner Keefer McGovern Officer S-Sale D Common stock 3,000 4.45 13.4K 119,701 D
2025-03-01 Stanford Geoffrey C Officer F-InKind D Common stock 3,214 4.67 15.0K 35,172 D
2025-02-24 Lehner Keefer McGovern Officer S-Sale D Common stock 1,000 4.39 4.4K 122,701 D
2025-02-09 Lehner Keefer McGovern Officer M-Exempt A Common stock 10,149 0.00 132,850 D
2025-02-09 Bouthillette Max Officer M-Exempt A Common stock 10,149 0.00 136,514 D
2025-02-09 Baker Christopher J. Director / Officer M-Exempt A Common stock 28,191 0.00 378,539 D
2025-02-01 Whates John T Director A-Award A Common stock 5,658 0.00 24,707 D
2025-02-01 Stanford Geoffrey C Officer F-InKind D Common stock 1,117 5.29 5.9K 25,886 D
2025-02-01 ROBERTSON CORBIN J JR Director A-Award A Common stock 5,658 0.00 43,525 D
2025-02-01 MCCAFFREY THOMAS P Director A-Award A Common stock 5,658 0.00 193,486 D
2025-02-01 Lehner Keefer McGovern Officer A-Award A Common stock 56,584 0.00 123,701 D
2025-02-01 Hunter Danielle E. Director A-Award A Common stock 5,658 0.00 11,316 D
2025-02-01 Eliassen Gunnar W. Director A-Award A Common stock 5,658 0.00 26,602 D
2025-02-01 COLLINS JOHN T Director A-Award A Common stock 5,658 0.00 21,688 D
2025-02-01 Bouthillette Max Officer F-InKind D Common stock 18,171 5.29 96.1K 69,781 D
2025-02-01 Baker Christopher J. Director / Officer F-InKind D Common stock 44,143 5.29 233.5K 206,315 D
2025-01-27 Lehner Keefer McGovern Officer S-Sale D Common stock 3,000 5.87 17.6K 84,488 D
2025-01-16 Lehner Keefer McGovern Officer S-Sale D Common stock 2,500 6.67 16.7K 87,488 D
2024-12-30 Lehner Keefer McGovern Officer S-Sale D Common stock 1,000 5.02 5.0K 89,988 D
2024-12-26 Lehner Keefer McGovern Officer S-Sale D Common stock 1,000 4.48 4.5K 90,988 D
2024-08-21 Stanford Geoffrey C Officer S-Sale D Common stock 7,790 6.93 54.0K 27,003
2024-04-01 Stanford Geoffrey C Officer F-InKind D Common stock 974 7.60 7.4K 34,793
2024-03-29 Stanford Geoffrey C Officer A-Award A Common stock 12,500 0.00 35,767
2024-03-11 Porter Stuart D 10% Owner J-Other D Common Stock 170,421 0.00 0
2024-03-06 Hunter Danielle E. Director A-Award A Common stock 5,658 0.00 5,658
2024-03-01 Stanford Geoffrey C Officer F-InKind D Common stock 1,186 8.28 9.8K 23,267
2024-02-28 Hunter Danielle E. Director D Common stock 0 0.00 0
2024-02-09 Lehner Keefer McGovern Officer M-Exempt D Restricted Stock Unit 10,150 0.00 20,297
2024-02-09 Bouthillette Max Officer M-Exempt A Common stock 10,150 0.00 98,102
2024-02-09 Baker Christopher J. Director / Officer M-Exempt D Restricted Stock Unit 28,192 0.00 56,382
2024-02-01 Whates John T Director A-Award A Common stock 5,658 0.00 19,049
2024-02-01 Stanford Geoffrey C Officer F-InKind D Common stock 742 9.76 7.2K 24,453
2024-02-01 Skindlo Dag Director A-Award A Common stock 5,658 0.00 21,448
2024-02-01 ROBERTSON CORBIN J JR Director A-Award A Common stock 5,658 0.00 37,867
2024-02-01 MCCAFFREY THOMAS P Director A-Award A Common stock 5,658 0.00 187,828
2024-02-01 Lehner Keefer McGovern Officer F-InKind D Common stock 9,174 9.76 89.5K 35,404
2024-02-01 Eliassen Gunnar W. Director A-Award A Common stock 5,658 0.00 20,944
2024-02-01 COLLINS JOHN T Director A-Award A Common stock 5,658 0.00 16,030
2024-02-01 Bouthillette Max Officer A-Award A Common stock 56,584 0.00 87,952
2024-02-01 Baker Christopher J. Director / Officer F-InKind D Common stock 24,616 9.76 240.3K 106,425
2023-12-01 Baker Christopher J. Director / Officer S-Sale D Common stock 4,000 9.44 37.8K 131,041
2023-11-29 Stanford Geoffrey C Officer A-Award A Common stock 8,000 9.42 75.4K 25,195
2023-11-02 Lehner Keefer McGovern Officer S-Sale D Common stock 13,343 10.28 137.2K 44,578
2023-11-01 Baker Christopher J. Director / Officer S-Sale D Common stock 4,500 10.14 45.6K 135,041
2023-10-02 Baker Christopher J. Director / Officer S-Sale D Common stock 4,500 11.54 51.9K 139,541
2023-09-26 Stanford Geoffrey C Officer S-Sale D Common stock 7,426 10.90 80.9K 17,195
2023-09-15 Bouthillette Max Officer S-Sale D Common stock 10,475 11.71 122.7K 39,766
2023-09-11 Porter Stuart D 10% Owner J-Other D Common Stock 170,884 0.00 800,962
2023-09-01 Baker Christopher J. Director / Officer S-Sale D Common stock 4,500 10.56 47.5K 144,041
2023-08-01 Bouthillette Max Officer S-Sale D Common stock 1,000 11.57 11.6K 50,241
2023-08-01 Baker Christopher J. Director / Officer S-Sale D Common stock 4,500 11.45 51.5K 148,541
2023-07-03 Bouthillette Max Officer S-Sale D Common stock 1,000 9.75 9.8K 51,241
2023-07-03 Baker Christopher J. Director / Officer S-Sale D Common stock 4,500 9.67 43.5K 153,041
2023-06-15 Porter Stuart D 10% Owner J-Other D Common Stock 26,676 0.00 1,601,911
2023-06-01 Bouthillette Max Officer S-Sale D Common stock 1,000 7.94 7.9K 52,241
2023-06-01 Baker Christopher J. Director / Officer S-Sale D Common stock 4,500 7.78 35.0K 157,541
2023-05-15 Porter Stuart D 10% Owner J-Other D Common Stock 143,808 0.00 1,726,906
2023-05-01 Bouthillette Max Officer S-Sale D Common stock 1,000 9.85 9.9K 53,241
2023-05-01 Baker Christopher J. Director / Officer S-Sale D Common stock 4,500 9.79 44.1K 162,041
2023-04-03 Bouthillette Max Officer S-Sale D Common stock 1,000 12.47 12.5K 54,241
2023-04-03 Baker Christopher J. Director / Officer S-Sale D Common stock 4,500 12.38 55.7K 166,541
2023-03-30 Lehner Keefer McGovern Officer S-Sale D Common stock 4,211 11.53 48.6K 57,921
2023-03-08 Porter Stuart D 10% Owner I Common Stock 0 0.00 2,402,852
2023-03-01 Stanford Geoffrey C Officer A-Award A Common stock 4,000 13.47 53.9K 24,621
2023-02-09 Lehner Keefer McGovern Officer F-InKind D Common stock 3,412 11.89 40.6K 62,132
2023-02-09 Bouthillette Max Officer F-InKind D Common stock 2,365 11.89 28.1K 55,241
2023-02-09 Baker Christopher J. Officer A-Award A Restricted Stock Unit 84,574 0.00 84,574
2023-02-01 Whates John T Director A-Award A Common stock 2,030 0.00 13,391
2023-02-01 Skindlo Dag Director A-Award A Common stock 2,030 0.00 15,790
2023-02-01 ROBERTSON CORBIN J JR Director A-Award A Common stock 2,030 0.00 32,209
2023-02-01 MCCAFFREY THOMAS P Director A-Award A Common stock 2,030 0.00 182,170
2023-02-01 Lehner Keefer McGovern Officer F-InKind D Common stock 9,920 14.27 141.6K 65,544
2023-02-01 Eliassen Gunnar W. Director A-Award A Common stock 2,030 0.00 15,286
2023-02-01 COLLINS JOHN T Director A-Award A Common stock 2,030 0.00 10,372
2023-02-01 Bouthillette Max Officer F-InKind D Common stock 7,954 14.27 113.5K 57,606
2023-02-01 Baker Christopher J. Officer F-InKind D Common stock 21,577 14.27 307.9K 175,180
2022-11-18 Stanford Geoffrey C Officer S-Sale D Common stock 4,056 16.55 67.1K 8,621
2022-11-15 Stanford Geoffrey C Officer S-Sale D Common stock 4,190 16.89 70.8K 12,677
2022-04-01 Stanford Geoffrey C Officer A-Award A Common stock 12,000 5.30 63.6K 28,867
2022-03-24 ROBERTSON CORBIN J JR Director S-Sale D Common stock 4,430 7.22 32.0K 0
2022-03-23 ROBERTSON CORBIN J JR Director S-Sale D Common stock 18,891 7.00 132.3K 4,430
2022-03-21 ROBERTSON CORBIN J JR Director S-Sale D Common stock 47,384 7.16 339.1K 23,321
2022-03-18 ROBERTSON CORBIN J JR Director S-Sale D Common stock 29,295 7.28 213.3K 70,705
2022-03-17 ROBERTSON CORBIN J JR Director S-Sale D Common stock 88,068 7.57 666.3K 100,000
2022-03-16 ROBERTSON CORBIN J JR Director S-Sale D Common stock 63,507 8.53 541.9K 188,068
2022-03-15 Whates John T Director A-Award A Common stock 3,386 0.00 11,361
2022-03-15 Skindlo Dag Director A-Award A Common stock 3,386 0.00 13,760
2022-03-15 ROBERTSON CORBIN J JR Director S-Sale D Common stock 9,690 7.59 73.6K 0
2022-03-15 MCCAFFREY THOMAS P Director A-Award A Common stock 3,386 0.00 180,140
2022-03-15 Lehner Keefer McGovern Officer S-Sale D Common stock 5,506 7.14 39.3K 82,050
2022-03-15 Hamermesh Richard Director A-Award A Common stock 3,386 0.00 12,397
2022-03-15 Eliassen Gunnar W. Director A-Award A Common stock 3,386 0.00 13,256
2022-03-15 COLLINS JOHN T Director A-Award A Common stock 3,386 0.00 8,342
2022-03-15 Bouthillette Max Officer A-Award A Common stock 20,000 0.00 84,069
2022-03-15 Baker Christopher J. Officer A-Award A Common stock 38,000 0.00 216,520
2022-03-04 Baker Christopher J. Officer S-Sale D Common stock 28,585 10.00 286.0K 178,520
2022-03-02 Baker Christopher J. Officer S-Sale D Common stock 3,000 7.05 21.2K 214,605
2022-03-01 Lehner Keefer McGovern Officer S-Sale D Common stock 3,080 6.75 20.8K 72,556
2022-02-26 Stanford Geoffrey C Officer F-InKind D Common stock 742 6.16 4.6K 16,867
2022-02-26 Lehner Keefer McGovern Officer F-InKind D Common stock 6,586 6.16 40.6K 75,464
2022-02-26 Bouthillette Max Officer F-InKind D Common stock 5,517 6.16 34.0K 65,560
2022-02-26 Baker Christopher J. Officer F-InKind D Common stock 19,763 6.16 121.7K 196,757
2022-02-24 Lehner Keefer McGovern Officer S-Sale D Common stock 3,080 5.40 16.6K 75,636
2022-02-09 Stanford Geoffrey C Officer F-InKind D Common stock 467 5.12 2.4K 17,609
2022-02-09 Lehner Keefer McGovern Officer F-InKind D Common stock 7,014 5.12 35.9K 78,716
2022-02-09 Bouthillette Max Officer F-InKind D Common stock 4,743 5.12 24.3K 64,069
2022-02-09 Baker Christopher J. Officer F-InKind D Common stock 8,000 5.12 41.0K 217,605
2021-12-30 Bouthillette Max Officer S-Sale D Common stock 2,000 3.05 6.1K 68,812
2021-12-29 Bouthillette Max Officer S-Sale D Common stock 14,975 3.08 46.1K 70,812
2021-12-01 Lehner Keefer McGovern Officer S-Sale D Common stock 3,964 3.81 15.1K 85,730
2021-12-01 Baker Christopher J. Officer S-Sale D Common stock 1,857 4.06 7.5K 225,605
2021-11-04 Baker Christopher J. Officer S-Sale D Common stock 1,500 5.00 7.5K 227,462
2021-11-01 Lehner Keefer McGovern Officer S-Sale D Common stock 3,963 4.46 17.7K 89,694
2021-11-01 Baker Christopher J. Officer S-Sale D Common stock 6,000 4.41 26.4K 228,962
2021-10-05 ROBERTSON CORBIN J JR Director S-Sale D Common stock 3,863 4.94 19.1K 0
2021-10-04 ROBERTSON CORBIN J JR Director S-Sale D Common stock 7,919 4.87 38.5K 9,627
2021-10-04 Baker Christopher J. Officer S-Sale D Common stock 1,500 5.00 7.5K 234,962
2021-10-01 ROBERTSON CORBIN J JR Director S-Sale D Common stock 999 4.69 4.7K 7,041
2021-10-01 Lehner Keefer McGovern Officer S-Sale D Common stock 3,963 4.66 18.5K 93,657
2021-10-01 Baker Christopher J. Officer S-Sale D Common stock 6,000 4.72 28.3K 236,462
2021-09-30 ROBERTSON CORBIN J JR Director S-Sale D Common stock 1,922 4.70 9.0K 20,036
2021-09-29 ROBERTSON CORBIN J JR Director S-Sale D Common stock 1,268 4.53 5.7K 21,959
2021-09-28 ROBERTSON CORBIN J JR Director S-Sale D Common stock 36,253 4.68 169.8K 156,177
2021-09-27 ROBERTSON CORBIN J JR Director S-Sale D Common stock 30,475 4.81 146.7K 192,430
2021-09-24 ROBERTSON CORBIN J JR Director S-Sale D Common stock 7,862 4.84 38.0K 222,905
2021-09-23 ROBERTSON CORBIN J JR Director S-Sale D Common stock 6,259 4.72 29.5K 34,320
2021-09-22 ROBERTSON CORBIN J JR Director S-Sale D Common stock 12,995 4.44 57.7K 272,853
2021-09-21 ROBERTSON CORBIN J JR Director S-Sale D Common stock 12,785 4.42 56.5K 285,847
2021-09-20 ROBERTSON CORBIN J JR Director S-Sale D Common stock 731 4.69 3.4K 17,821
2021-09-17 ROBERTSON CORBIN J JR Director S-Sale D Common stock 1,141 4.93 5.6K 18,552
2021-09-16 ROBERTSON CORBIN J JR Director S-Sale D Common stock 9,868 5.08 50.2K 329,863
2021-09-15 ROBERTSON CORBIN J JR Director S-Sale D Common stock 6,794 5.35 36.3K 339,863
2021-09-14 ROBERTSON CORBIN J JR Director S-Sale D Common stock 3,037 5.37 16.3K 51,556
2021-09-13 ROBERTSON CORBIN J JR Director S-Sale D Common stock 805 5.84 4.7K 21,905
2021-09-02 Baker Christopher J. Officer S-Sale D Common stock 1,500 7.00 10.5K 242,462
2021-09-01 Lehner Keefer McGovern Officer S-Sale D Common stock 3,964 6.14 24.3K 97,620
2021-09-01 Baker Christopher J. Officer S-Sale D Common stock 7,500 6.21 46.6K 243,962
2021-08-24 Baker Christopher J. Officer S-Sale D Common stock 9,000 6.90 62.1K 251,462
2021-08-02 Lehner Keefer McGovern Officer S-Sale D Common stock 3,964 5.77 22.9K 101,584
2021-07-30 ROBERTSON CORBIN J JR Director / 10% Owner S-Sale D Common stock 74 6.04 446.78 56,599
2021-07-30 Lehner Keefer McGovern Officer S-Sale D Common stock 3,964 5.88 23.3K 105,548
2021-07-29 ROBERTSON CORBIN J JR Director / 10% Owner S-Sale D Common stock 7,878 6.11 48.2K 381,061
2021-07-28 ROBERTSON CORBIN J JR Director / 10% Owner S-Sale D Common stock 2,814 6.08 17.1K 388,939
2021-07-27 ROBERTSON CORBIN J JR Director / 10% Owner S-Sale D Common stock 4,234 6.04 25.6K 391,753
2021-07-26 ROBERTSON CORBIN J JR Director / 10% Owner S-Sale D Common stock 729 6.19 4.5K 58,893
2021-07-23 ROBERTSON CORBIN J JR Director / 10% Owner S-Sale D Common stock 1,501 6.13 9.2K 59,622
2021-07-22 ROBERTSON CORBIN J JR Director / 10% Owner S-Sale D Common stock 29,700 6.40 190.1K 410,975
2021-07-21 ROBERTSON CORBIN J JR Director / 10% Owner S-Sale D Common stock 19,614 6.66 130.7K 440,675
2021-07-20 ROBERTSON CORBIN J JR Director / 10% Owner S-Sale D Common stock 7,500 6.48 48.6K 460,289
2021-07-19 ROBERTSON CORBIN J JR Director / 10% Owner S-Sale D Common stock 12,871 6.06 78.0K 467,789
2021-07-16 ROBERTSON CORBIN J JR Director / 10% Owner S-Sale D Common stock 1,011 6.54 6.6K 28,733
2021-07-15 ROBERTSON CORBIN J JR Director / 10% Owner S-Sale D Common stock 19,551 7.30 142.7K 498,428
2021-03-05 Whates John T Director A-Award A Common stock 2,257 0.00 7,975
2021-03-05 WARD JR STEPHEN M Director A-Award A Common stock 2,257 0.00 7,907
2021-03-05 Skindlo Dag Director A-Award A Common stock 2,257 0.00 10,374
2021-03-05 ROBERTSON CORBIN J JR Director / 10% Owner A-Award A Common stock 2,257 0.00 26,793
2021-03-05 MCCAFFREY THOMAS P Director A-Award A Common stock 2,257 0.00 176,754
2021-03-05 Hamermesh Richard Director A-Award A Common stock 2,257 0.00 9,011
2021-03-05 Eliassen Gunnar W. Director A-Award A Common stock 2,257 0.00 9,870
2021-03-05 COLLINS JOHN T Director A-Award A Common stock 2,257 0.00 4,956
2021-03-05 Boutte Dalton James Director A-Award A Common stock 2,257 0.00 9,366
2021-02-26 Stanford Geoffrey C Officer A-Award A Common stock 10,000 0.00 18,076
2021-02-26 Lehner Keefer McGovern Officer A-Award A Common stock 62,194 0.00 109,512
2021-02-26 Bouthillette Max Officer A-Award A Common stock 52,865 0.00 85,787
2021-02-26 Baker Christopher J. Officer A-Award A Common stock 195,911 0.00 260,462
2021-02-09 Stanford Geoffrey C Officer F-InKind D Common stock 563 12.47 7.0K 8,076
2021-02-09 Lehner Keefer McGovern Officer M-Exempt D RSU (cash-settled) 5,228 0.00 8,944
2021-02-09 Bouthillette Max Officer F-InKind D Common stock 5,144 12.47 64.1K 32,922
2021-02-09 Baker Christopher J. Officer F-InKind D Common stock 8,718 12.47 108.7K 64,551
2020-12-28 COLLINS JOHN T Director S-Sale D Common Stock 6,000 7.00 42.0K 2,699
2020-12-17 COLLINS JOHN T Director S-Sale D Common Stock 2,000 6.88 13.8K 8,699

Executive team

Top executives
EBIT / Employee
-19.6K
Shares Outstanding
19.67M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Christopher J. Baker Chief Executive Officer and President 638.8K 761.9K 291.1K 24.1K 1.72M 44.40%
2 2025 Max Bouthillette Executive Vice President, General Counsel and Chief Compliance Officer 382.2K 299.3K 139.3K 22.3K 843.2K 35.50%
3 2025 Keefer M. Lehner Executive Vice President and Chief Financial Officer 436.8K 299.3K 41.6K 777.7K 38.49%
4 2024 Christopher J. Baker Chief Executive Officer and President 638.8K 1.41M 744.9K 39.7K 2.83M 49.69%
5 2024 Keefer M. Lehner Executive Vice President and Chief Financial Officer 436.8K 552.3K 407.4K 49.3K 1.45M 38.20%
6 2024 Max Bouthillette Executive Vice President, General Counsel and Chief Compliance Officer 382.2K 552.3K 356.5K 30.5K 1.32M 41.79%
7 2023 Christopher J. Baker Chief Executive Officer and President 635.3K 1.01M 629.1K 32.6K 2.30M 43.67%
8 2023 Keefer M. Lehner Executive Vice President and Chief Financial Officer 434.4K 362.0K 344.1K 33.1K 1.17M 30.85%
9 2023 Max Bouthillette Executive Vice President, General Counsel and Chief Compliance Officer 380.1K 362.0K 301.1K 50.4K 1.09M 33.10%
10 2022 Christopher J. Baker Chief Executive Officer and President 603.9K 1.22M 314.6K 2.22M 36.0K 4.39M 7.17%
11 2022 Keefer M. Lehner Executive Vice President and Chief Financial Officer 412.9K 546.0K 165.6K 1.09M 36.2K 2.25M 7.35%
12 2022 Max Bouthillette Executive Vice President, General Counsel and Chief Compliance Officer 361.3K 477.8K 165.6K 956.2K 56.4K 2.02M 8.21%
13 2021 Christopher J. Baker Chief Executive Officer and President 527.3K 2.94M 170.2K 39.6K 3.67M 79.94%
14 2021 Keefer M. Lehner Executive Vice President and Chief Financial Officer 366.7K 932.3K 96.8K 23.7K 1.42M 65.68%
15 2021 Max Bouthillette Executive Vice President, General Counsel and Chief Compliance Officer 320.8K 792.4K 79.5K 34.2K 1.23M 64.58%
16 2020 Thomas P. McCaffrey Former President and Chief Executive Officer 186.2K 2.01M 2.19M 0.00%
17 2020 Amin J. Khoury Former Chairman, President and Chief Executive Officer 2.15M 2.15M 0.00%
18 2020 Heather Floyd Former Vice President—Finance and Corporate Controller 194.2K 1.23M 1.42M 0.00%
19 2020 Christopher J. Baker Chief Executive Officer and President 255.0K 250.0K 12.1K 517.1K 0.00%
20 2020 Christopher J. Baker Chief Executive Officer and President 255.0K 250.0K 12.1K 517.1K 0.00%
21 2020 Gary J. Roberts Former Vice President and General Manager 113.5K 379.3K 492.7K 0.00%
22 2020 Keefer M. Lehner Executive Vice President and Chief Financial Officer 205.8K 150.0K 11.3K 367.2K 0.00%
23 2020 Keefer M. Lehner Executive Vice President and Chief Financial Officer 205.8K 150.0K 11.3K 367.2K 0.00%
24 2020 Max Bouthillette Executive Vice President, General Counsel and Chief Compliance Officer 181.7K 131.3K 11.1K 324.1K 0.00%
25 2020 Max Bouthillette Executive Vice President, General Counsel and Chief Compliance Officer 181.7K 131.3K 11.1K 324.1K 0.00%
26 2019 Heather Floyd Former Vice President—Finance and Corporate Controller 302.5K 308.0K 77.0K 67.0K 754.5K 40.82%
27 2019 Heather Floyd Vice President — Finance and Corporate Controller 302.5K 308.0K 77.0K 67.0K 754.5K 40.82%
28 2019 Gary J. Roberts Vice President and General Manager (Predecessor Company Information) 349.4K 64.4K 413.8K 0.00%
29 2019 Gary J. Roberts Former Vice President and General Manager 349.4K 64.4K 413.8K 0.00%
30 2019 Amin J. Khoury Former Chairman, President and Chief Executive Officer 2.00 209.7K 209.7K 0.00%
31 2019 Thomas P. McCaffrey Former President and Chief Executive Officer 1.00 140.1K 140.1K 0.00%
32 2019 Amin J. Khoury Chief Executive Officer, Chairman and President (Predecessor Company Information) 2.00 35.3K 35.3K 0.00%
33 2019 Thomas P. McCaffrey Senior Vice President and Chief Financial Officer (Predecessor Company Information) 1.00 9.0K 9.0K 0.00%
34 2018 Amin J. Khoury Chief Executive Officer, Chairman and President (Predecessor Company Information) 684.4K 1.85M 224.5K 2.76M 67.06%
35 2018 Thomas P. McCaffrey Senior Vice President and Chief Financial Officer (Predecessor Company Information) 437.4K 1.18M 372.3K 1.99M 59.36%
36 2018 Thomas P. McCaffrey Senior Vice President and Chief Financial Officer (Predecessor Company Information) 437.4K 1.18M 372.3K 1.99M 59.36%
37 2018 Gary J. Roberts Vice President and General Manager (Predecessor Company Information) 218.8K 257.1K 23.0K 498.9K 51.54%
38 2018 (Predecessor Company Information) ​ 218.8K 257.1K 23.0K 498.9K 51.54%
39 2017 (Predecessor Company Information) ​ 1.08M 3.58M 2.24M 392.9K 7.28M 49.10%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-26 DEFA14A
2026-03-26 DEF 14A
2026-03-16 PRE 14A
2025-04-30 DEFA14A
2025-03-28 DEF 14A
2025-03-18 PRE 14A
2025-03-18 DEFA14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-11 8-K
2026-04-08 8-K
2026-03-26 DEFA14A
2026-03-26 DEF 14A
2026-03-26 ARS
2026-03-16 PRE 14A
2026-03-13 SC 13G
2026-03-12 10-K
2026-03-11 8-K
2026-03-03 4

Executive team

NameTitleCompensationGender
Christopher J. Baker President, Chief Executive Officer & Director 954.1K male
Max L. Bouthillette Executive Vice President, General Counsel, Chief Compliance Officer & Secretary 543.9K male
Geoffrey C. Stanford Senior VP, Interim CFO & Chief Accounting Officer male
Jay Survant Vice President of Human Resources male
John Horgan Vice President of Operations male
ESG Rating
B
OIL & GAS EQUIPMENT & SERVICES
2025
E (Environmental)
65.2 / 62.9
Company / Sector avg.
S (Social)
89.2 / 64.9
Company / Sector avg.
G (Governance)
51.7 / 64.1
Company / Sector avg.
ESG Total
68.7 / 64.0
Company / Sector avg.
ESG Score History OIL & GAS EQUIPMENT & SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend history

Earnings history

Earnings reports

Stock splits