Subscribe

KORU Medical Systems, Inc. (KRMD)

USD4.18 +0.03 (+0.60%)
US NASDAQ Healthcare Medical - Instruments & Supplies
Address 24 Carpenter Road 10918
Mahwah, NY, US
CEO Linda Tharby
IPO 1994-04-05
CIK 704440 ISIN US7599101026

Explore sections of this company profile

Description

KORU Medical Systems, Inc. is dedicated to the development, manufacturing, and commercialization of mobile medical devices, primarily serving the ambulatory infusion market across both the United States and international territories. The company's primary offerings revolve around mechanical infusion solutions, notably their FREEDOM infusion systems. These comprehensive systems encompass components such as the FREEDOM60 and FreedomEdge syringe drivers, alongside specialized HIgH-Flo subcutaneous safety needle sets and precision flow rate tubing. Beyond their product range, KORU Medical also supplies educational content and training materials to healthcare professionals, patients, and patient advocates. The distribution of their products is managed through a combination of direct sales efforts, partnerships with medical device distributors, and online channels. Established in 1980, the firm's corporate headquarters are situated in Chester, New York.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 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
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD4.18 +0.03 (+0.60%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
144.2K
Beta
0.42
Float Shares
43.80M
Free Float %
94.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-4.29% -10.47% -4.51% -8.01% +6.35% -30.81% +23.69% +1.52% +14.20% +1,065.22% +3,554.55%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

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) Buy
Price Targets & DCF
Current price
4.18
Low 6.00 +43.7%
Consensus 7.00 +67.7%
Median 7.00 +67.7%
High 8.00 +91.6%
Ratings Trend (MoM) 80% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 4 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 3
7.00
+67.7%
All Time 7
5.00
+19.8%
Quality scores
Altman Z-Score
10.03
Safe zone
Piotroski F-Score
3 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
D+
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Instruments & Supplies: +7.9%
    +22.2% Q1'26: +22.1% (vs Q1'25)
  • EPS growth Medical - Instruments & Supplies: +16.3%
    +56.1% Q1'26: +42.0% (vs Q1'25)
  • FCF margin FCF growth · Medical - Instruments & Supplies: +27.1%
    -8.1% Q1'26: -0.3% (vs Q1'25)
  • EBIT margin Medical - Instruments & Supplies: +13.5%
    -7.2% Q1'26: -7.4% (vs Q1'25)
  • ROIC Medical - Instruments & Supplies: +6.0%
    -25.5% Q1'26: -30.0% (vs Q1'25)
  • Share dilution Medical - Instruments & Supplies: +0.1%
    +0.8% Q1'26: +0.8% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Instruments & Supplies: -0.24×
    -1.62× Q1'26: -1.26× (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 (0.42) × ERP
WACC = 98% × Ke + 2% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 4.18
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 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
4 Rev. Ana.
3 EPS Ana.
Dec 2027
4 Rev. Ana.
3 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
17.35M
est: 17.54M (-1.1%)
23.16M
est: 22.33M (+3.7%)
24.18M
est: 24.80M (-2.5%)
23.49M
est: 23.06M (+1.8%)
27.90M
est: 27.91M (-0.1%)
28.52M
est: 30.82M (-7.5%)
33.65M
est: 33.70M (-0.1%)
41.13M
est: 41.03M (+0.2%)
48.69M
48.64M – 48.73M
+18.7% YoY
56.94M
56.26M – 57.60M
+16.9% YoY
64.40M
63.29M – 65.14M
+13.1% YoY
EBITDA
2.37M
est: -3.78M (+162.8%)
4.34M
est: -4.81M (+190.3%)
1.61M
est: -5.34M (+130.2%)
-6.57M
est: -4.97M (-32.2%)
-10.19M
est: -7.00M (-45.5%)
-9.40M
est: -7.37M (-27.5%)
-5.67M
est: -8.06M (+29.6%)
-2.16M
est: -9.81M (+78.0%)
-11.64M
-11.65M – -11.63M
-18.7% YoY
-13.62M
-13.77M – -13.46M
-16.9% YoY
-15.40M
-15.58M – -15.14M
-13.1% YoY
EBIT
2.06M
est: -4.17M (+149.5%)
4.00M
est: -5.31M (+175.4%)
1.19M
est: -5.89M (+120.2%)
-7.03M
est: -5.48M (-28.3%)
-10.78M
est: -9.03M (-19.4%)
-10.27M
est: -8.07M (-27.2%)
-6.45M
est: -8.83M (+27.0%)
-2.97M
est: -10.75M (+72.3%)
-12.75M
-12.76M – -12.74M
-18.7% YoY
-14.91M
-15.09M – -14.74M
-16.9% YoY
-16.87M
-17.06M – -16.58M
-13.1% YoY
Net Income
910.6K
est: 1.37M (-33.7%)
564.3K
est: 2.98M (-81.0%)
-1.21M
est: 1.12M (-207.8%)
-4.56M
est: -4.74M (+3.8%)
-8.66M
est: -8.11M (-6.8%)
-13.74M
est: -11.76M (-16.9%)
-6.07M
est: -4.88M (-24.4%)
-2.64M
est: -3.04M (+13.1%)
-1.98M
-2.71M – -1.35M
+34.8% YoY
1.47M
1.44M – 1.50M
+174.4% YoY
4.60M
4.52M – 4.69M
+212.5% YoY
SGA
8.20M
9.77M
est: 23.03M (-100.0%)
est: 3.50M (-100.0%)
est: 3.83M (-100.0%)
23.38M
est: 4.66M (+401.2%)
5.54M
5.53M – 5.54M
+18.7% YoY
6.47M
6.40M – 6.55M
+16.9% YoY
7.32M
7.20M – 7.41M
+13.1% YoY
EPS
0.02
est: 0.03 (-20.3%)
0.01
est: 0.07 (-77.5%)
-0.03
est: 0.02 (-217.7%)
-0.10
est: -0.10 (+3.4%)
-0.19
est: -0.20 (+3.3%)
-0.30
est: -0.26 (-16.6%)
-0.13
est: -0.11 (-22.6%)
-0.06
est: -0.07 (+13.5%)
-0.04
-0.06 – -0.03
+33.3% YoY
0.03
0.03 – 0.03
+172.7% YoY
0.10
0.10 – 0.10
+212.5% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-06 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-05-05 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-05-04 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-05-01 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-30 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-29 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-28 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-27 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-24 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-23 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-22 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-21 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-20 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-17 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-16 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
1.53M
OE per share TTM
0.03
Owner's Yield
0.82%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
16.5%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
21
Total invested
3.96M
Insider transactions (90d)
0
Beneficial owners (>5%)
15
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Horton Capital Management, LLC 12.18M 30.82% 12.18M 10.00 IA Delaware 2020-01-29
2 Joseph M. Manko, Jr. 12.18M 30.82% 12.18M 10.00 IN United States 2020-01-29
3 Horton Capital Partners, LLC 10.65M 26.96% 10.65M 10.00 OO Delaware 2020-01-29
4 Horton Capital Partners Fund, LP 7.37M 18.65% 7.37M 10.00 OO Delaware 2020-01-29
5 First Light Focus Fund GP, LLC 6.80M 17.79% 6.80M HC Delaware 2018-12-21
6 First Light Focus Fund, LP 6.80M 17.79% 6.80M PN Delaware 2018-12-21
7 Mathew P. Arens 5.27M 11.54% 10.0K 5.26M 10.0K IN Delaware 2024-02-14
8 First Light Asset Management, LLC 5.16M 11.30% 5.16M IA Delaware 2024-02-14
9 Horton Freedom, L.P. 3.28M 8.31% 3.28M 10.00 OO Delaware 2020-01-29
10 10 2.91M 7.90% 2.91M 2.91M IA, OO Delaware 2014-08-18
11 Archon Capital Management LLC 2.86M 6.41% 2.86M 2.86M IA, OO 2022-02-14
12 Constantinos Christofilis 2.86M 6.41% 2.86M 2.86M HC, IN 2022-02-14
13 Collin McBirney 2.74M 5.90% 2.74M 2.74M HC, IN California 2024-05-23
14 Topline Capital Management, LLC 2.74M 5.90% 2.74M 2.74M IA California 2024-05-23
15 Topline Capital Partners, LP 2.74M 5.90% 2.74M 2.74M PN California 2024-05-23

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
21
-64 vs prev Q
New positions
2
Closed positions
64
Increased
6
Reduced
4
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 674.9K +674.9K (+100.0%) 3.92B +3.9B (+100.0%) 1.46% +1.460 pp 3.69% +3.692 pp USD5.81 +0.0% 1 qtrs NEW
2 FIRST LIGHT ASSET MANAGEMENT, LLC 4.21M -317.2K (-7.0%) 24.46M +7.1M (+41.1%) 9.11% -0.696 pp 1.87% +0.236 pp USD2.38 +144.1% 29 qtrs
3 TOPLINE CAPITAL MANAGEMENT, LLC 3.94M +292.8K (+8.0%) 22.90M +8.9M (+63.9%) 8.52% +0.626 pp 2.07% -0.331 pp USD4.00 +45.3% 5 qtrs
4 BLACKROCK, INC. 2.39M +251.1K (+11.7%) 13.90M +5.7M (+69.5%) 5.17% +0.539 pp 0.00% +0.000 pp USD3.77 +54.1% 6 qtrs
5 VANGUARD GROUP INC 2.21M +61.9K (+2.9%) 12.83M +4.6M (+56.1%) 4.77% +0.129 pp 0.00% +0.000 pp USD5.43 +7.0% 25 qtrs
6 GEODE CAPITAL MANAGEMENT, LLC 1.02M +16.1K (+1.6%) 5.94M +2.1M (+54.1%) 2.21% +0.033 pp 0.00% +0.000 pp USD3.93 +47.8% 25 qtrs
7 MEROS INVESTMENT MANAGEMENT, LP 782.4K -66.5K (-7.8%) 4.55M +1.3M (+39.8%) 1.69% -0.146 pp 1.80% +0.415 pp USD2.95 +96.9% 17 qtrs
8 EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC 703.1K -121.4K (-14.7%) 4.09M +927.3K (+29.4%) 1.52% -0.264 pp 0.89% +0.165 pp USD3.83 +51.7% 12 qtrs
9 ARCHON CAPITAL MANAGEMENT LLC 637.7K -62.5K (-8.9%) 3.70M +1.0M (+38.2%) 1.38% -0.137 pp 2.11% +0.511 pp USD2.89 +101.0% 19 qtrs
10 STATE STREET CORP 602.6K +148.2K (+32.6%) 3.50M +1.8M (+101.2%) 1.30% +0.320 pp 0.00% +0.000 pp USD4.26 +36.4% 23 qtrs
11 MORGAN STANLEY 427.0K +92.8K (+27.8%) 2.48M +1.2M (+93.8%) 0.92% +0.200 pp 0.00% +0.000 pp USD3.64 +59.6% 25 qtrs
12 NORTHERN TRUST CORP 312.8K -28.9K (-8.5%) 1.82M +508.7K (+38.9%) 0.68% -0.063 pp 0.00% +0.000 pp USD3.55 +63.7% 25 qtrs
13 WHITE PINE CAPITAL LLC 221.2K -4.3K (-1.9%) 1.29M +421.5K (+48.8%) 0.48% -0.010 pp 0.35% +0.106 pp USD2.82 +106.0% 10 qtrs
14 ALBION FINANCIAL GROUP /UT 216.4K +— (+0.0%) 1.26M +428.4K (+51.7%) 0.47% -0.001 pp 0.08% +0.028 pp USD4.63 +25.5% 19 qtrs
15 RUSSELL INVESTMENTS GROUP, LTD. 195.8K +43.2K (+28.3%) 1.14M +553.1K (+94.7%) 0.42% +0.093 pp 0.00% +0.001 pp USD3.58 +62.3% 10 qtrs
16 GOLDMAN SACHS GROUP INC 169.3K +41.5K (+32.4%) 983.9K +494.2K (+100.9%) 0.37% +0.090 pp 0.00% +0.000 pp USD3.87 +50.1% 7 qtrs
17 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 138.5K +20.8K (+17.7%) 804.8K +354.1K (+78.6%) 0.30% +0.045 pp 0.00% +0.001 pp USD3.77 +54.1% 12 qtrs
18 EAM INVESTORS, LLC 136.7K +136.7K (+100.0%) 794.3K +794.3K (+100.0%) 0.30% +0.296 pp 0.09% +0.089 pp USD5.81 +0.0% 1 qtrs NEW
19 ROYAL BANK OF CANADA 133.0K +131.5K (+8,719.9%) 773.0K +767.0K (+12,783.3%) 0.29% +0.284 pp 0.00% +0.000 pp USD5.78 +0.5% 23 qtrs
20 HIGHMARK WEALTH MANAGEMENT LLC 120.9K +— (+0.0%) 702.6K +239.5K (+51.7%) 0.26% 0.000 pp 0.29% +0.082 pp USD6.48 -10.3% 25 qtrs
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 120.7K +— (+0.0%) 701.1K +238.9K (+51.7%) 0.26% 0.000 pp 0.00% +0.000 pp USD3.56 +63.2% 16 qtrs
22 PNC FINANCIAL SERVICES GROUP, INC. 97.0K +5.0 (+0.0%) 563.6K +192.1K (+51.7%) 0.21% 0.000 pp 0.00% +0.000 pp USD2.86 +103.1% 18 qtrs
23 BANK OF NEW YORK MELLON CORP 90.5K -988.0 (-1.1%) 525.6K +175.3K (+50.1%) 0.20% -0.002 pp 0.00% +0.000 pp USD3.58 +62.3% 3 qtrs
24 SEI INVESTMENTS CO 81.7K +81.7K (+100.0%) 474.7K +474.7K (+100.0%) 0.18% +0.177 pp 0.00% +0.001 pp USD5.81 +0.0% 1 qtrs NEW
25 CALAMOS ADVISORS LLC 81.0K +35.2K (+77.1%) 470.4K +295.3K (+168.6%) 0.18% +0.076 pp 0.00% +0.001 pp USD4.51 +28.8% 5 qtrs
26 ACADIAN ASSET MANAGEMENT LLC 78.3K +40.8K (+108.9%) 451.0K +311.0K (+222.1%) 0.17% +0.088 pp 0.00% +0.001 pp USD4.45 +30.6% 4 qtrs
27 LAKEWOOD ASSET MANAGEMENT LLC 73.9K +2.0K (+2.8%) 429.6K +154.1K (+55.9%) 0.16% +0.004 pp 0.25% +0.086 pp USD3.44 +68.9% 13 qtrs
28 BARCLAYS PLC 67.4K +64.0K (+1,831.3%) 391.8K +382.3K (+4,010.3%) 0.15% +0.138 pp 0.00% +0.000 pp USD5.69 +2.1% 9 qtrs
29 NUVEEN, LLC 55.3K +— (+0.0%) 321.5K +109.6K (+51.7%) 0.12% 0.000 pp 0.00% +0.000 pp USD3.58 +62.3% 3 qtrs
30 HIGHTOWER ADVISORS, LLC 51.4K +— (+0.0%) 298.6K +101.8K (+51.7%) 0.11% 0.000 pp 0.00% +0.000 pp USD4.53 +28.3% 25 qtrs
31 WELLS FARGO & COMPANY/MN 47.3K +20.7K (+78.1%) 274.6K +172.9K (+170.1%) 0.10% +0.045 pp 0.00% +0.000 pp USD4.58 +26.9% 4 qtrs
32 SQUAREPOINT OPS LLC 47.1K -60.0K (-56.0%) 273.4K -136.5K (-33.3%) 0.10% -0.130 pp 0.00% 0.000 pp USD2.55 +127.8% 7 qtrs
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP 45.8K +45.8K (+100.0%) 266.0K +266.0K (+100.0%) 0.10% +0.099 pp 0.00% +0.000 pp USD5.81 +0.0% 12 qtrs
34 BRIDGEWAY CAPITAL MANAGEMENT, LLC 45.3K +— (+0.0%) 263.2K +89.7K (+51.7%) 0.10% 0.000 pp 0.01% +0.002 pp USD2.54 +128.7% 4 qtrs
35 CITADEL ADVISORS LLC 38.3K +38.3K (+100.0%) 222.6K +222.6K (+100.0%) 0.08% +0.083 pp 0.00% +0.000 pp USD5.81 +0.0% 13 qtrs
36 DEUTSCHE BANK AG\ 35.1K -21.6K (-38.1%) 203.8K -13.1K (-6.0%) 0.08% -0.047 pp 0.00% +0.000 pp USD3.82 +52.1% 3 qtrs
37 TWO SIGMA INVESTMENTS, LP 30.6K +30.6K (+100.0%) 178.0K +178.0K (+100.0%) 0.07% +0.066 pp 0.00% +0.000 pp USD5.81 +0.0% 1 qtrs NEW
38 BAADER BANK AKTIENGESELLSCHAFT 30.0K +30.0K (+100.0%) 174.3K +174.3K (+100.0%) 0.06% +0.065 pp 0.01% +0.012 pp USD5.81 +0.0% 1 qtrs NEW
39 RHUMBLINE ADVISERS 29.6K -8.1K (-21.4%) 171.9K +27.7K (+19.2%) 0.06% -0.018 pp 0.00% +0.000 pp USD3.58 +62.3% 3 qtrs
40 BANK OF AMERICA CORP /DE/ 27.9K +15.7K (+128.2%) 162.3K +115.4K (+246.2%) 0.06% +0.034 pp 0.00% +0.000 pp USD4.78 +21.5% 13 qtrs
41 INVESCO LTD. 27.9K +5.5K (+24.8%) 161.9K +76.4K (+89.4%) 0.06% +0.012 pp 0.00% +0.000 pp USD4.02 +44.5% 3 qtrs
42 PRICE T ROWE ASSOCIATES INC /MD/ 27.0K +5.6K (+26.4%) 158.0K +76.0K (+92.7%) 0.06% +0.012 pp 0.00% +0.000 pp USD4.05 +43.5% 3 qtrs
43 GLOBEFLEX CAPITAL L P 26.0K +26.0K (+100.0%) 151.1K +151.1K (+100.0%) 0.06% +0.056 pp 0.02% +0.023 pp USD5.81 +0.0% 1 qtrs NEW
44 SUMMIT TRAIL ADVISORS, LLC 25.0K +— (+0.0%) 145.3K +49.5K (+51.7%) 0.05% 0.000 pp 0.00% +0.001 pp USD3.58 +62.3% 3 qtrs
45 JANE STREET GROUP, LLC 24.9K +3.3K (+15.4%) 144.7K +62.1K (+75.0%) 0.05% +0.007 pp 0.00% +0.000 pp USD4.09 +42.1% 12 qtrs
46 ADVISOR GROUP HOLDINGS, INC. 22.6K -13.8K (-37.9%) 131.3K -22.3K (-14.5%) 0.05% -0.030 pp 0.00% +0.000 pp USD3.26 +78.2% 16 qtrs
47 OCCUDO QUANTITATIVE STRATEGIES LP 21.8K +21.8K (+100.0%) 126.6K +126.6K (+100.0%) 0.05% +0.047 pp 0.01% +0.009 pp USD5.81 +0.0% 4 qtrs
48 WEALTHSPIRE ADVISORS, LLC 20.4K +— (+0.0%) 118.7K +40.4K (+51.7%) 0.04% +0.000 pp 0.00% +0.001 pp USD3.83 +51.7% 2 qtrs
49 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 20.1K +128.0 (+0.6%) 116.7K +40.3K (+52.7%) 0.04% +0.000 pp 0.00% +0.000 pp USD3.59 +61.8% 3 qtrs
50 VIVALDI CAPITAL MANAGEMENT LP 19.7K +— (+0.0%) 114.5K +39.0K (+51.7%) 0.04% +0.000 pp 0.02% +0.005 pp USD3.85 +50.9% 5 qtrs
51 INTECH INVESTMENT MANAGEMENT LLC 19.6K -2.5K (-11.4%) 113.7K +29.1K (+34.4%) 0.04% -0.006 pp 0.00% +0.000 pp USD3.60 +61.4% 3 qtrs
52 BRINKER CAPITAL INVESTMENTS, LLC 18.8K +— (+0.0%) 109.1K +37.2K (+51.7%) 0.04% +0.000 pp 0.00% +0.000 pp USD2.54 +128.7% 4 qtrs
53 JPMORGAN CHASE & CO 17.8K +430.0 (+2.5%) 103.6K +37.0K (+55.4%) 0.04% +0.001 pp 0.00% +0.000 pp USD3.16 +83.9% 12 qtrs
54 UBS GROUP AG 17.0K -1.8K (-9.6%) 98.9K +26.7K (+37.1%) 0.04% -0.004 pp 0.00% +0.000 pp USD3.51 +65.5% 12 qtrs
55 METLIFE INVESTMENT MANAGEMENT, LLC 16.4K -8.0K (-32.8%) 95.1K +1.8K (+2.0%) 0.04% -0.017 pp 0.00% +0.000 pp USD3.58 +62.3% 3 qtrs
56 BARD ASSOCIATES INC 14.6K +— (+0.0%) 84.8K +28.9K (+51.7%) 0.03% +0.000 pp 0.02% +0.007 pp USD3.22 +80.4% 20 qtrs
57 ALGERT GLOBAL LLC 14.5K +2.8K (+24.2%) 84.0K +39.0K (+86.7%) 0.03% +0.006 pp 0.00% +0.001 pp USD4.01 +44.9% 3 qtrs
58 NEW YORK STATE COMMON RETIREMENT FUND 13.2K +— (+0.0%) 76.5K +26.1K (+51.7%) 0.03% +0.000 pp 0.00% +0.000 pp USD3.58 +62.3% 3 qtrs
59 ENGINEERS GATE MANAGER LP 12.9K -8.6K (-39.9%) 75.1K -7.2K (-8.8%) 0.03% -0.019 pp 0.00% 0.000 pp USD3.82 +52.1% 5 qtrs
60 MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. 12.5K +1.5K (+13.7%) 72.4K +30.4K (+72.5%) 0.03% +0.003 pp 0.00% +0.001 pp USD2.86 +103.1% 9 qtrs
61 TWO SIGMA ADVISERS, LP 11.8K +11.8K (+100.0%) 68.6K +68.6K (+100.0%) 0.03% +0.026 pp 0.00% +0.000 pp USD5.81 +0.0% 1 qtrs NEW
62 TWO SIGMA SECURITIES, LLC 11.8K +11.8K (+100.0%) 68.4K +68.4K (+100.0%) 0.03% +0.025 pp 0.01% +0.009 pp USD5.81 +0.0% 1 qtrs NEW
63 MILLENNIUM MANAGEMENT LLC 10.4K -2.9K (-21.6%) 60.2K +9.5K (+18.9%) 0.02% -0.006 pp 0.00% +0.000 pp USD2.48 +134.3% 8 qtrs
64 BNP PARIBAS ARBITRAGE, SNC 10.0K -145.0 (-1.4%) 58.1K +19.3K (+49.5%) 0.02% 0.000 pp 0.00% +0.000 pp USD3.69 +57.5% 5 qtrs
65 FMR LLC 8.7K +7.5K (+610.9%) 50.5K +45.8K (+978.4%) 0.02% +0.016 pp 0.00% +0.000 pp USD5.37 +8.2% 11 qtrs
66 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 8.3K +— (+0.0%) 48.0K +16.3K (+51.7%) 0.02% +0.000 pp 0.00% +0.000 pp USD3.58 +62.3% 3 qtrs
67 LEGAL & GENERAL GROUP PLC 4.6K -172.0 (-3.6%) 26.5K +8.4K (+46.2%) 0.01% 0.000 pp 0.00% +0.000 pp USD3.58 +62.3% 3 qtrs
68 AMERITAS INVESTMENT PARTNERS, INC. 4.3K +— (+0.0%) 25.2K +8.6K (+51.7%) 0.01% +0.000 pp 0.00% +0.000 pp USD3.58 +62.3% 3 qtrs
69 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2.7K +9.0 (+0.3%) 15.5K +5.3K (+52.2%) 0.01% +0.000 pp 0.00% +0.000 pp USD3.59 +61.8% 3 qtrs
70 GROUP ONE TRADING, L.P. 2.5K +2.5K (+100.0%) 14.5K +14.5K (+100.0%) 0.01% +0.005 pp 0.00% +0.000 pp USD5.81 +0.0% 1 qtrs NEW
71 TOWER RESEARCH CAPITAL LLC (TRC) 2.0K -1.7K (-46.5%) 11.4K -2.6K (-18.8%) 0.00% -0.004 pp 0.00% 0.000 pp USD3.83 +51.7% 12 qtrs
72 HILLSDALE INVESTMENT MANAGEMENT INC. 1.6K +— (+0.0%) 9.3K +3.2K (+51.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.54 +128.7% 4 qtrs
73 AMALGAMATED BANK 1.4K -93.0 (-6.4%) 8.0K +2.0K (+33.3%) 0.00% 0.000 pp 0.00% +0.000 pp USD3.58 +62.3% 3 qtrs
74 CITIGROUP INC 1.1K -793.0 (-42.5%) 6.2K -917.0 (-12.8%) 0.00% -0.002 pp 0.00% +0.000 pp USD3.61 +60.9% 11 qtrs
75 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 820.00 +— (+0.0%) 4.8K +1.6K (+51.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.52 +65.1% 20 qtrs
76 NEWEDGE ADVISORS, LLC 600.00 +— (+0.0%) 3.5K +1.2K (+51.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.54 +128.7% 4 qtrs
77 STERLING CAPITAL MANAGEMENT LLC 281.00 +176.0 (+167.6%) 1.6K +1.2K (+306.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.97 +16.9% 3 qtrs
78 GAMMA INVESTING LLC 238.00 +238.0 (+100.0%) 1.4K +1.4K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD5.81 +0.0% 1 qtrs NEW
79 CWM, LLC 145.00 +13.0 (+9.8%) 1.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.00 +45.3% 2 qtrs
80 SBI SECURITIES CO., LTD. 167.00 +— (+0.0%) 970.00 +330.0 (+51.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.84 +51.3% 5 qtrs
81 NISA INVESTMENT ADVISORS, LLC 25.00 +— (+0.0%) 145.00 +49.0 (+51.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.52 +65.1% 7 qtrs
82 HUGHES FINANCIAL SERVICES, LLC 1.00 +1.0 (+100.0%) 6.00 +6.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +16.2% 1 qtrs NEW
83 TRUE WEALTH DESIGN, LLC 1.00 +1.0 (+100.0%) 6.00 +6.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +16.2% 1 qtrs NEW
84 CREATIVE PLANNING -16.2K (-100.0%) -62.1K (-100.0%) 0.00% -0.035 pp 0.00% +0.000 pp USD 15 qtrs SOLD
85 SRS CAPITAL ADVISORS, INC. -45.0 (-100.0%) -172.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
86 LEGATO CAPITAL MANAGEMENT LLC -12.5K (-100.0%) -48.1K (-100.0%) 0.00% -0.027 pp 0.00% -0.005 pp USD 7 qtrs SOLD
87 SOUTHSTATE CORP -3.0K (-100.0%) -11.5K (-100.0%) 0.00% -0.007 pp 0.00% -0.001 pp USD 4 qtrs SOLD
88 SOUDERS FINANCIAL ADVISORS -15.1K (-100.0%) -57.7K (-100.0%) 0.00% -0.033 pp 0.00% -0.007 pp USD 22 qtrs SOLD
89 ACUITAS INVESTMENTS, LLC -763.1K (-100.0%) -2.9M (-100.0%) 0.00% -1.652 pp 0.00% -1.876 pp USD 3 qtrs SOLD
90 PRUDENTIAL FINANCIAL INC -12.9K (-100.0%) -49.2K (-100.0%) 0.00% -0.028 pp 0.00% 0.000 pp USD 4 qtrs SOLD
91 GSA CAPITAL PARTNERS LLP -19.7K (-100.0%) -75.0K (-100.0%) 0.00% -0.043 pp 0.00% -0.006 pp USD 3 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 39 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.04% 649.0K 0.60%
2 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.03% 266.2K 0.20%
3 Invesco Russell 2000 Dynamic Multifactor ETF OMFS 0.02% 54.4K 0.39%
4 iShares Russell 2000 Growth ETF IWO 0.01% 1.82M 0.24%
5 Vanguard Russell 2000 Growth ETF VTWG 0.01% 160.1K 0.06%
6 Invesco Russell 2000 UCITS ETF RTYS.L 0.01% 19.6K 0.25%
7 Global X - Russell 2000 ETF RSSL 0.01% 90.2K 0.08%
8 Xtrackers Russell 2000 UCITS ETF 1C XRSU.L 0.01% 174.9K 0.30%
9 iShares Russell 2000 BuyWrite ETF IWMW 0.01% 3.4K 0.39%
10 iShares Russell 2000 ETF IWM 0.01% 4.98M 0.19%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
5
Sells
0
Shares acquired
19.1K
Shares disposed
Cash buys
Cash sales
Net activity
+19,096
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
2026-04-01 WHOLIHAN EDWARD Director A-Award A Common Stock 3,472 4.32 15.0K 47,741 D
2026-04-01 Matin Shahriar Director A-Award A Common Stock 3,472 4.32 15.0K 97,573 D
2026-04-01 French Donna Director A-Award A Common Stock 3,472 4.32 15.0K 94,943 D
2026-04-01 FLETCHER R JOHN Director A-Award A Common Stock 5,208 4.32 22.5K 226,800 D
2026-04-01 CASCELLA ROBERT Director A-Award A Common Stock 3,472 4.32 15.0K 94,584 D
2026-03-31 Manko Joseph M. Jr. Director / 10% Owner A-Award A Common Stock 3,472 0.00 5,065,970 I
2026-03-17 Pazdan Christopher Officer A-Award A Restricted Stock Unit 31,226 0.00 31,226 D
2026-03-17 KALBERMATTEN ADAM R Officer A-Award A Restricted Stock Unit 45,098 0.00 45,098 D
2026-03-17 Adams Thomas Edward Officer A-Award A Performance Stock Unit 38,918 0.00 38,918 D
2026-03-16 Tharby Linda M Director / Officer F-InKind D Common Stock 5,756 4.28 24.6K 10,212 D
2026-03-16 Pazdan Christopher Officer F-InKind D Common Stock 1,628 4.28 7.0K 3,436 D
2026-03-16 Adams Thomas Edward Officer M-Exempt A Common Stock 5,404 0.00 5,404 D
2026-02-13 Manko Joseph M. Jr. Director / 10% Owner J-Other D Common Stock 770,418 0.00 5,062,498 I
2026-01-02 WHOLIHAN EDWARD Director A-Award A Common Stock 2,581 5.81 15.0K 44,269 D
2026-01-02 Schiller Eric Officer A-Award A Common Stock 76,426 0.00 76,426 D
2026-01-02 Matin Shahriar Director A-Award A Common Stock 2,581 5.81 15.0K 94,101 D
2026-01-02 French Donna Director A-Award A Common Stock 2,581 5.81 15.0K 91,471 D
2026-01-02 FLETCHER R JOHN Director A-Award A Common Stock 3,872 5.81 22.5K 221,592 D
2026-01-02 CASCELLA ROBERT Director A-Award A Common Stock 2,581 5.81 15.0K 91,112 D
2026-01-02 Adams Thomas Edward Officer A-Award A Restricted Stock Units 75,000 0.00 75,000 D
2025-12-31 Manko Joseph M. Jr. Director / 10% Owner A-Award A Common Stock 2,581 0.00 5,833 I
2025-12-29 Schiller Eric Officer Common Stock 0 0.00 0 D
2025-11-26 Manko Joseph M. Jr. Director / 10% Owner J-Other D Common Stock 41,000 0.00 5,830,335 I
2025-10-16 Tharby Linda M Director / Officer A-Award A Common Stock 29,463 4.08 120.2K 1,052,626 D
2025-10-02 WHOLIHAN EDWARD Director A-Award A Common Stock 3,916 3.83 15.0K 41,688 D
2025-10-02 Matin Shahriar Director A-Award A Common Stock 3,916 3.83 15.0K 91,520 D
2025-10-02 French Donna Director A-Award A Common Stock 3,916 3.83 15.0K 88,890 D
2025-10-02 FLETCHER R JOHN Director A-Award A Common Stock 5,874 3.83 22.5K 217,720 D
2025-10-02 CASCELLA ROBERT Director A-Award A Common Stock 3,916 3.83 15.0K 88,531 D
2025-09-30 Manko Joseph M. Jr. Director / 10% Owner A-Award A Common Stock 3,916 0.00 5,871,335 I
2025-08-01 KALBERMATTEN ADAM R Officer A-Award A Option to buy Common Stock 600,000 3.44 2.06M 600,000 D
2025-07-28 KALBERMATTEN ADAM R Officer Common Stock 0 0.00 0 D
2025-07-02 WHOLIHAN EDWARD Director A-Award A Common Stock 4,189 3.58 15.0K 37,772 D
2025-07-02 Matin Shahriar Director A-Award A Common Stock 4,189 3.58 15.0K 87,604 D
2025-07-02 French Donna Director A-Award A Common Stock 4,189 33.58 140.7K 84,974 D
2025-07-02 FLETCHER R JOHN Director A-Award A Common Stock 6,284 3.58 22.5K 211,846 D
2025-07-02 CASCELLA ROBERT Director A-Award A Common Stock 4,189 3.58 15.0K 84,615 D
2025-06-30 Manko Joseph M. Jr. Director / 10% Owner A-Award A Common Stock 4,189 0.00 5,867,419 I
2025-05-20 Manko Joseph M. Jr. Director / 10% Owner J-Other D Common Stock 14,317 0.00 5,863,230 I
2025-05-12 Tharby Linda M Director / Officer A-Award A Restricted Stock Units 55,911 0.00 55,911 D
2025-05-12 Pazdan Christopher Officer A-Award A Restricted Stock Units 21,308 0.00 21,308 D
2025-05-12 Adams Thomas Edward Officer A-Award A Restricted Stock Units 32,773 0.00 32,773 D
2025-04-21 Tharby Linda M Director / Officer F-InKind D Common Stock 23,587 2.20 51.9K 1,023,163 D
2025-04-02 WHOLIHAN EDWARD Director A-Award A Common Stock 5,870 2.56 15.0K 33,583 D
2025-04-02 Matin Shahriar Director A-Award A Common Stock 5,870 2.56 15.0K 83,415 D
2025-04-02 French Donna Director A-Award A Common Stock 5,870 2.56 15.0K 80,785 D
2025-04-02 FLETCHER R JOHN Director A-Award A Common Stock 8,806 2.56 22.5K 205,562 D
2025-04-02 CASCELLA ROBERT Director A-Award A Common Stock 5,870 2.56 15.0K 80,426 D
2025-03-31 Manko Joseph M. Jr. Director / 10% Owner A-Award A Common Stock 5,870 0.00 5,877,547 I
2025-03-19 Tharby Linda M Director / Officer F-InKind D Common Stock 29,813 2.83 84.4K 1,046,750 D
2025-03-19 Pazdan Christopher Officer M-Exempt D Performance Share Unit 36,331 0.00 0 D
2025-03-17 Tharby Linda M Director / Officer M-Exempt D Restricted Stock Unit 15,968 0.00 47,904 D
2025-03-17 Pazdan Christopher Officer M-Exempt D Restricted Stock Units 5,063 0.00 15,192 D
2025-03-17 Miller Kenneth E Officer F-InKind D Common Stock 2,168 2.89 6.3K 3,725 D
2025-03-17 Adams Thomas Edward Officer F-InKind D Common Stock 1,988 2.89 5.7K 3,416 D
2025-02-06 Manko Joseph M. Jr. Director / 10% Owner J-Other D Common Stock 16,187 0.00 5,871,677 I
2025-01-21 Manko Joseph M. Jr. Director / 10% Owner J-Other A Common Stock 1,000,000 0.00 1,000,000 I
2025-01-03 WHOLIHAN EDWARD Director A-Award A Common Stock 3,937 3.81 15.0K 27,713 D
2025-01-03 Matin Shahriar Director A-Award A Common Stock 3,937 3.81 15.0K 77,545 D
2025-01-03 French Donna Director A-Award A Common Stock 3,937 3.81 15.0K 74,915 D
2025-01-03 FLETCHER R JOHN Director A-Award A Common Stock 5,905 3.81 22.5K 196,756 D
2025-01-03 CASCELLA ROBERT Director A-Award A Common Stock 3,937 3.81 15.0K 74,556 D
2024-12-31 Manko Joseph M. Jr. Director / 10% Owner A-Award A Common Stock 3,937 0.00 6,887,864 I
2024-10-01 WHOLIHAN EDWARD Director A-Award A Common Stock 5,454 2.75 15.0K 23,776 D
2024-10-01 Matin Shahriar Director A-Award A Common Stock 5,454 2.75 15.0K 73,608 D
2024-10-01 French Donna Director A-Award A Common Stock 5,454 2.75 15.0K 70,978 D
2024-10-01 FLETCHER R JOHN Director A-Award A Common Stock 8,181 2.75 22.5K 190,851 D
2024-10-01 CASCELLA ROBERT Director A-Award A Common Stock 5,454 2.75 15.0K 70,978 D
2024-09-30 Manko Joseph M. Jr. Director / 10% Owner A-Award A Common Stock 5,454 0.00 6,883,927 I
2024-08-15 Tharby Linda M Director / Officer A-Award A Restricted Stock Units 63,872 0.00 63,872 D
2024-08-15 Pazdan Christopher Officer A-Award A Option to buy Common Stock 44,721 2.35 105.1K 44,721 D
2024-08-15 Miller Kenneth E Officer A-Award A Restricted Stock Units 23,574 0.00 23,574 D
2024-08-15 Adams Thomas Edward Officer A-Award A Restricted Stock Units 21,617 0.00 21,617 D
2024-07-24 Manko Joseph M. Jr. Director / 10% Owner J-Other D Common Stock 721,781 0.00 6,878,473
2024-07-18 Pazdan Christopher Officer D Common Stock 0 0.00 23,085
2024-07-11 WHOLIHAN EDWARD Director A-Award A Common Stock 5,545 2.71 15.0K 18,322
2024-07-11 Matin Shahriar Director A-Award A Common Stock 5,545 2.71 15.0K 68,154
2024-07-11 Manko Joseph M. Jr. Director / 10% Owner A-Award A Common Stock 5,545 0.00 7,600,254
2024-07-11 French Donna Director A-Award A Common Stock 5,545 2.71 15.0K 65,524
2024-07-11 FLETCHER R JOHN Director A-Award A Common Stock 8,371 2.71 22.7K 182,670
2024-07-11 CASCELLA ROBERT Director A-Award A Common Stock 5,545 2.71 15.0K 65,524
2024-03-31 WHOLIHAN EDWARD Director A-Award A Common Stock 6,329 2.37 15.0K 12,777
2024-03-31 Matin Shahriar Director A-Award A Common Stock 6,329 2.37 15.0K 62,609
2024-03-31 Manko Joseph M. Jr. Director / 10% Owner A-Award A Common Stock 6,329 0.00 7,594,709
2024-03-31 French Donna Director A-Award A Common Stock 6,329 2.37 15.0K 59,979
2024-03-31 FLETCHER R JOHN Director A-Award A Common Stock 9,493 2.37 22.5K 174,353
2024-03-31 CASCELLA ROBERT Director A-Award A Common Stock 6,329 2.37 15.0K 59,620
2024-03-13 Tharby Linda M Director / Officer A-Award A Common Stock 19,681 2.09 41.1K 1,076,537
2024-02-16 Manko Joseph M. Jr. Director / 10% Owner J-Other D Common Stock 27,700 0.00 7,588,380
2024-01-10 Manko Joseph M. Jr. Director / 10% Owner J-Other D Common Stock 453,231 0.00 0
2023-12-31 WHOLIHAN EDWARD Director A-Award A Common Stock 6,329 2.37 15.0K 6,448
2023-12-31 Matin Shahriar Director A-Award A Common Stock 6,329 2.37 15.0K 56,280
2023-12-31 Manko Joseph M. Jr. Director / 10% Owner A-Award A Common Stock 6,329 0.00 7,616,080
2023-12-31 French Donna Director A-Award A Common Stock 6,329 2.37 15.0K 53,650
2023-12-31 FLETCHER R JOHN Director A-Award A Common Stock 9,493 2.37 22.5K 164,860
2023-12-31 CASCELLA ROBERT Director A-Award A Common Stock 6,329 2.37 15.0K 53,291
2023-12-27 Manko Joseph M. Jr. Director / 10% Owner J-Other D Common Stock 1,745,594 0.00 453,231
2023-12-13 Manko Joseph M. Jr. Director / 10% Owner P-Purchase A Common Stock 145,833 2.40 350.0K 7,609,751
2023-11-15 Miller Kenneth E Officer A-Award A Option to buy Common Stock 200,000 2.18 436.0K 400,000
2023-11-06 Miller Kenneth E Officer D Common Stock 0 0.00 0
2023-09-30 WHOLIHAN EDWARD Director A-Award A Common Stock 119 2.74 326.06 119
2023-09-30 Matin Shahriar Director A-Award A Common Stock 5,484 2.74 15.0K 50,744
2023-09-30 Manko Joseph M. Jr. Director / 10% Owner A-Award A Common Stock 5,484 0.00 7,463,918
2023-09-30 French Donna Director A-Award A Common Stock 5,484 2.74 15.0K 47,321
2023-09-30 FLETCHER R JOHN Director A-Award A Common Stock 8,226 2.74 22.5K 155,367
2023-09-30 CASCELLA ROBERT Director A-Award A Common Stock 5,484 2.74 15.0K 46,962
2023-09-28 WHOLIHAN EDWARD Director D Common Stock 0 0.00 0
2023-08-21 Manko Joseph M. Jr. Director / 10% Owner P-Purchase A Common Stock 10,000 2.65 26.5K 7,458,434
2023-08-18 Tharby Linda M Director / Officer P-Purchase A Common Stock 5,272 2.53 13.3K 1,056,676
2023-08-18 Manko Joseph M. Jr. Director / 10% Owner P-Purchase A Common Stock 10,000 2.54 25.4K 7,448,434
2023-08-16 CASCELLA ROBERT Director P-Purchase A Common Stock 19,000 2.61 49.5K 41,478
2023-08-01 Adams Thomas Edward Officer A-Award A Options to Purchase Common Stock 100,000 2.54 254.0K 100,000
2023-07-15 LaFrence Andrew D.C. Officer A-Award A Options to Purchase Common Stock 300,000 2.95 885.0K 300,000
2023-07-10 LaFrence Andrew D.C. Officer D Common Stock 0 0.00 0
2023-06-30 Matin Shahriar Director A-Award A Common Stock 4,310 3.48 15.0K 45,260
2023-06-30 Manko Joseph M. Jr. Director / 10% Owner A-Award A Common Stock 4,310 0.00 7,438,434
2023-06-30 French Donna Director A-Award A Common Stock 4,310 3.48 15.0K 41,837
2023-06-30 FLETCHER R JOHN Director A-Award A Common Stock 6,465 3.48 22.5K 147,141
2023-06-30 CASCELLA ROBERT Director A-Award A Common Stock 4,310 3.48 15.0K 22,478
2023-06-30 Beck James M Director A-Award A Common Stock 2,226 3.48 7.7K 90,283
2023-03-31 Matin Shahriar Director A-Award A Common Stock 3,521 4.26 15.0K 40,950
2023-03-31 Manko Joseph M. Jr. Director / 10% Owner A-Award A Common Stock 3,521 0.00 7,434,124
2023-03-31 French Donna Director A-Award A Common Stock 3,521 4.26 15.0K 37,527
2023-03-31 FLETCHER R JOHN Director A-Award A Common Stock 5,281 4.26 22.5K 140,676
2023-03-31 CASCELLA ROBERT Director A-Award A Common Stock 3,521 4.26 15.0K 18,168
2023-03-31 Beck James M Director A-Award A Common Stock 3,521 4.26 15.0K 88,057
2023-03-10 Tharby Linda M Director / Officer A-Award A Common Stock 32,378 3.71 120.1K 1,062,682
2023-02-24 Manko Joseph M. Jr. Director / 10% Owner J-Other D Common Stock 722,711 0.00 2,344,658
2022-12-31 Matin Shahriar Director A-Award A Common Stock 4,273 3.51 15.0K 37,429
2022-12-31 Manko Joseph M. Jr. Director A-Award A Common Stock 4,273 0.00 7,430,603
2022-12-31 French Donna Director A-Award A Common Stock 4,273 3.51 15.0K 34,006
2022-12-31 FLETCHER R JOHN Director A-Award A Common Stock 6,410 3.51 22.5K 135,395
2022-12-31 CASCELLA ROBERT Director A-Award A Common Stock 4,273 3.51 15.0K 14,647
2022-12-31 Beck James M Director A-Award A Common Stock 4,273 3.51 15.0K 84,536
2022-09-30 Matin Shahriar Director A-Award A Common Stock 6,681 2.25 15.0K 33,156
2022-09-30 Horton Freedom, L.P. Director A-Award A Common Stock 6,681 0.00 7,426,330
2022-09-30 French Donna Director A-Award A Common Stock 6,681 2.25 15.0K 29,733
2022-09-30 FLETCHER R JOHN Director A-Award A Common Stock 10,022 2.25 22.5K 128,985
2022-09-30 CASCELLA ROBERT Director A-Award A Common Stock 6,681 2.25 15.0K 3,693
2022-09-30 Beck James M Director A-Award A Common Stock 6,681 2.25 15.0K 80,263
2022-07-01 Adams Thomas Edward Officer D Common Stock 0 0.00 0
2022-06-30 Matin Shahriar Director A-Award A Common Stock 6,002 2.50 15.0K 26,475
2022-06-30 Horton Freedom, L.P. Director A-Award A Common Stock 6,002 0.00 7,419,649
2022-06-30 French Donna Director A-Award A Common Stock 6,002 2.50 15.0K 23,052
2022-06-30 FLETCHER R JOHN Director A-Award A Common Stock 9,003 2.50 22.5K 118,963
2022-06-30 CASCELLA ROBERT Director A-Award A Common Stock 3,693 2.50 9.2K 3,693
2022-06-30 Beck James M Director A-Award A Common Stock 6,002 2.50 15.0K 73,582
2022-06-03 Horton Freedom, L.P. Director J-Other D Common Stock 216,224 0.00 3,067,369
2022-05-12 Tharby Linda M Officer P-Purchase A Common Stock 9,897 2.20 21.7K 1,030,304
2022-05-12 Horton Freedom, L.P. Director P-Purchase A Common Stock 20,000 2.01 40.2K 7,393,647
2022-05-06 CASCELLA ROBERT Director D Common Stock 0 0.00 0
2022-05-02 CASE BRIAN Officer A-Award A Options to Purchase Common Stock 475,000 2.67 1.27M 475,000
2022-04-18 CASE BRIAN Officer D Common Stock 0 0.00 0
2022-03-31 Matin Shahriar Director A-Award A Common Stock 5,221 2.87 15.0K 20,473
2022-03-31 Horton Freedom, L.P. Director A-Award A Common Stock 5,221 0.00 7,373,647
2022-03-31 Goldberger Daniel S Director A-Award A Common Stock 5,221 2.87 15.0K 120,334
2022-03-31 Frommer Kathy Director A-Award A Common Stock 5,221 2.87 15.0K 727,139
2022-03-31 French Donna Director A-Award A Common Stock 5,221 2.87 15.0K 17,050
2022-03-31 FLETCHER R JOHN Director A-Award A Common Stock 7,832 2.87 22.5K 109,960
2022-03-31 Beck James M Director A-Award A Common Stock 5,221 2.87 15.0K 67,580
2022-03-31 Anderson David W Director A-Award A Common Stock 5,221 2.87 15.0K 58,746
2022-03-31 Allen Robert T Director A-Award A Common Stock 5,221 2.87 15.0K 32,126
2022-03-04 Tharby Linda M Officer A-Award A Common Stock 31,441 3.03 95.3K 1,031,441
2022-01-27 Manko Joseph M. Jr. Director / 10% Owner J-Other D Common Stock 138,876 0.00 7,368,426
2021-12-31 Matin Shahriar Director A-Award A Common Stock 5,000 3.00 15.0K 15,252
2021-12-31 Manko Joseph M. Jr. Director / 10% Owner A-Award A Common Stock 5,000 0.00 7,507,302
2021-12-31 Goldberger Daniel S Director A-Award A Common Stock 5,000 3.00 15.0K 115,113
2021-12-31 Frommer Kathy Director A-Award A Common Stock 5,000 3.00 15.0K 721,918
2021-12-31 French Donna Director A-Award A Common Stock 5,000 3.00 15.0K 11,829
2021-12-31 FLETCHER R JOHN Director A-Award A Common Stock 7,500 3.00 22.5K 102,128
2021-12-31 Beck James M Director A-Award A Common Stock 5,000 3.00 15.0K 62,359
2021-12-31 Anderson David W Director A-Award A Common Stock 5,000 3.00 15.0K 53,525
2021-12-31 Allen Robert T Director A-Award A Common Stock 5,000 3.00 15.0K 26,905
2021-12-15 Marques Manuel A Officer M-Exempt A Common Stock 62,500 0.50 31.3K 443,080
2021-09-30 Matin Shahriar Director A-Award A Common Stock 5,263 2.85 15.0K 11,617
2021-09-30 Manko Joseph M. Jr. Director / 10% Owner A-Award A Common Stock 5,263 0.00 7,502,302
2021-09-30 Goldberger Daniel S Director A-Award A Common Stock 5,263 2.85 15.0K 110,113
2021-09-30 Frommer Kathy Director A-Award A Common Stock 5,263 2.85 15.0K 716,918
2021-09-30 French Donna Director A-Award A Common Stock 5,263 2.85 15.0K 6,829
2021-09-30 FLETCHER R JOHN Director A-Award A Common Stock 7,894 2.85 22.5K 94,628
2021-09-30 Beck James M Director A-Award A Common Stock 5,263 2.85 15.0K 57,359
2021-09-30 Anderson David W Director A-Award A Common Stock 5,263 2.85 15.0K 36,525
2021-09-30 Allen Robert T Director A-Award A Common Stock 5,263 2.85 15.0K 21,905
2021-08-17 Manko Joseph M. Jr. Director / 10% Owner P-Purchase A Common Stock 15,000 3.42 51.3K 7,497,039
2021-08-16 Manko Joseph M. Jr. Director / 10% Owner P-Purchase A Common Stock 20,000 3.40 68.1K 7,482,039
2021-06-30 Matin Shahriar Director A-Award A Common Stock 1,566 4.63 7.3K 4,989
2021-06-30 Manko Joseph M. Jr. Director / 10% Owner A-Award A Common Stock 2,263 0.00 7,462,039
2021-06-30 Goldberger Daniel S Director A-Award A Common Stock 2,263 4.63 10.5K 104,850
2021-06-30 Frommer Kathy Director A-Award A Common Stock 2,263 4.63 10.5K 711,655
2021-06-30 French Donna Director A-Award A Common Stock 1,566 4.63 7.3K 1,566
2021-06-30 FLETCHER R JOHN Director A-Award A Common Stock 3,744 4.63 17.3K 86,734
2021-06-30 Beck James M Director A-Award A Common Stock 2,100 4.63 9.7K 52,096
2021-06-30 Anderson David W Director A-Award A Common Stock 2,263 4.63 10.5K 43,262
2021-06-30 Allen Robert T Director A-Award A Common Stock 2,263 4.63 10.5K 16,642
2021-06-02 Beck James M Director S-Sale D Common Stock 21,275 4.63 98.5K 1
2021-05-18 Matin Shahriar Director D Common Stock 0 0.00 2,726
2021-05-18 French Donna Director D Common Stock 0 0.00 0
2021-05-17 FLETCHER R JOHN Director P-Purchase A Common Stock 25,000 4.30 107.5K 82,990
2021-04-12 Tharby Linda M Officer A-Award A Common Stock 600,000 0.00 1,000,000
2021-03-31 Manko Joseph M. Jr. Director / 10% Owner A-Award A Common Stock 1,775 0.00 7,459,776

Executive team

Top executives
EBIT / Employee
-37.2K
Shares Outstanding
46.51M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2021 Linda Tharby, President CEO 398.0K 317.0K 10.1K 725.2K 0.00%
2 2021 Donald B. Pettigrew, former President CEO 351.9K 351.9K 0.00%
3 2021 James Beck, former interim CEO 113.6K 97.6K 114.0K 325.2K 0.00%
4 2021 Karen Fisher, Chief Financial Officer 250.0K 38.9K 9.1K 298.0K 0.00%
5 2021 Manuel Marques, Chief Operating Officer 230.0K 25.5K 4.8K 260.2K 0.00%
6 2020 Donald B. Pettigrew, former President CEO 360.0K 18.6K 378.6K 0.00%
7 2020 Donald B. Pettigrew, Former President and Chief Executive Officer 360.0K 18.6K 378.6K 0.00%
8 2020 Karen Fisher, Chief Financial Officer 250.0K 87.5K 9.6K 347.1K 0.00%
9 2020 Manuel Marques, Chief Operating Officer Daniel S. Goldberger, Former Interim Chief Executive Officer and Executive Chairman 230.0K 80.5K 11.4K 321.9K 0.00%
10 2020 Manuel Marques, Chief Operating Officer 230.0K 80.5K 11.4K 321.9K 0.00%
11 2019 Donald B. Pettigrew, Former President and Chief Executive Officer 357.1K 262.4K 22.6K 1.80M 0.00%
12 2019 Donald B. Pettigrew, President and Chief Executive Officer 357.1K 262.4K 18.1K 1.80M 0.00%
13 2019 Karen Fisher, Chief Financial Officer 250.0K 94.7K 5.5K 903.2K 0.00%
14 2019 Manuel Marques, Chief Operating Officer Daniel S. Goldberger, Former Interim Chief Executive Officer and Executive Chairman 230.0K 83.5K 11.2K 656.5K 0.00%
15 2019 Manuel Marques, Chief Operating Officer 230.0K 83.5K 645.3K 0.00%
16 2019 Daniel S. Goldberger, Former Chief Executive Officer and Executive Chairman 110.5K 270.0K 45.0K 12.5K 438.0K 0.00%
17 2018 Donald B. Pettigrew, President and Chief Executive Officer 106.0K 51.2K 836.3K 0.00%
18 2018 Daniel S. Goldberger, Former Chief Executive Officer and Executive Chairman 77.8K 75.0K 11.7K 727.0K 0.00%
19 2018 Fred Ma, Former Chief Medical Officer 303.8K 45.0K 225.0K 573.8K 7.84%
20 2018 Andrew I. Sealfon, Former Chief Executive Officer 253.0K 2.1K 23.6K 278.7K 0.75%
21 2018 Daniel S. Goldberger, Executive Chairman 77.8K 75.0K 5.8K 5.8K 277.0K 2.11%
22 2018 Karen Fisher, Chief Financial Officer 208.0K 65.0K 273.0K 0.00%
23 2018 Donald B. Pettigrew, Chief Executive Officer, President Chief Commercial Officer 106.0K 51.5K 160.2K 0.00%
24 2017 Eric Bauer, Former Chief Operating Officer 229.2K 57.3K 172.6K 459.0K 0.00%
25 2017 Andrew I. Sealfon, Former Chief Executive Officer 354.2K 60.8K 415.0K 0.00%
26 2017 Andrew I. Sealfon, Chief Executive Officer 354.2K 60.8K 415.0K 0.00%
27 2017 Fred Ma, Former Chief Medical Officer 250.0K 65.0K 60.0K 375.0K 17.33%
28 2017 Dr. Fred Ma, Chief Medical Officer 250.0K 60.0K 65.0K 375.0K 17.33%
29 2017 Karen Fisher, Chief Financial Officer 166.7K 33.3K 200.1K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-09 DEF 14A
2025-04-04 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-05-06 10-Q
2026-04-27 SC 13G/A
2026-04-09 DEF 14A
2026-04-06 4/A
2026-04-03 8-K
2026-04-01 4
2026-04-01 4
2026-04-01 4
2026-04-01 4

Executive team

NameTitleCompensationGender
Linda Tharby CEO & Director 891.4K female
Thomas Adams Chief Financial Officer, Secretary & Treasurer 582.8K male
Eric Schiller Chief Technology Officer 371.2K male
Adam Kalbermatten President & Chief Commercial Officer 170.1K male
Christopher Pazdan Chief Operating Officer male
ESG Rating
B
MEDICAL - INSTRUMENTS & SUPPLIES
2022
E (Environmental)
66.1 / 64.7
Company / Sector avg.
S (Social)
72.2 / 70.0
Company / Sector avg.
G (Governance)
72.6 / 67.5
Company / Sector avg.
ESG Total
70.3 / 67.4
Company / Sector avg.
ESG Score History MEDICAL - INSTRUMENTS & SUPPLIES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

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.

Dividend history

Earnings history

Earnings reports

Stock splits