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Karat Packaging Inc. (KRT)
USD35.92
+0.47 (+1.33%)
US NASDAQ Consumer Cyclical Packaging & Containers
Address
6185 Kimball Avenue 91708
Chino, CA, US
Chino, CA, US
CEO
Alan Yu
Website
karatpackaging.com
IPO
2021-04-15
CIK 1758021 ISIN US48563L1017
Description
Karat Packaging Inc. is a company dedicated to the manufacturing and distribution of various single-use consumables. These items, crafted from materials such as traditional plastics, paper, and environmentally friendly biopolymer-based or other compostable forms, are primarily intended for use across the restaurant and broader foodservice sectors. Its product range is extensive, encompassing items like containers for food and carry-out orders, packaging bags, general tableware, drinking cups, matching lids, disposable cutlery, straws, specialized beverage components, necessary equipment, and protective gloves, many of which are sold under its "Karat Earth" label. The company supplies its merchandise to a diverse clientele, including national and regional wholesale distributors, large restaurant groups, retail outlets, and direct online purchasers. Furthermore, Karat Packaging offers supplementary services such as innovation in new product lines, graphic design, custom printing, and comprehensive logistics solutions. The firm was established in 2000 and operates from its main office situated in Chino, California.
News Sentiment (7d)
Based on only 2 articles — low confidence
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
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
USD35.92
+0.47 (+1.33%)
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Volume Profile
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Liquidity & share structure
Average Volume
108.8K
Beta
0.82
Float Shares
8.55M
Free Float %
42.8%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.78% | -9.24% | -9.30% | +5.02% | +23.05% | +19.67% | -11.99% | +71.49% | +48.82% | +45.53% | +45.53% |
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
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (6 ratings, all time)
Buy
Price Targets & DCF
Current price
35.92
Low
24.00
-33.2%
Consensus
31.50
-12.3%
Median
31.50
-12.3%
High
39.00
+8.6%
DCF (Unlevered)
69.71
+94.1%
DCF (Levered)
74.40
+107.1%
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.
Ratings Trend (MoM)
33% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
24.00
-33.2%
|
| Last Year | 1 |
24.00
-33.2%
|
| All Time | 2 |
28.50
-20.7%
|
Quality scores
Altman Z-Score
5.49
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Packaging & Containers: +2.6%+10.7% ★ Q1'26: +12.9% (vs Q1'25)
-
EPS growth Packaging & Containers: +8.0%+4.7% Q1'26: +6.3% (vs Q1'25)
-
FCF margin FCF growth · Packaging & Containers: +34.6%+4.5% Q1'26: +5.4% (vs Q1'25)
-
EBIT margin Packaging & Containers: +7.0%+8.8% ★ Q1'26: +7.2% (vs Q1'25)
-
ROIC Packaging & Containers: +6.2%+17.8% ★ Q1'26: +13.1% (vs Q1'25)
-
Share dilution Packaging & Containers: +0.2%+0.3% Q1'26: -0.6% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Packaging & Containers: 0.83×0.92× ★ Q1'26: 2.26× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 1 EPS Ana. |
Dec 2027 2 Rev. Ana. 1 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|
| Revenue |
364.24M
est: 368.93M (-1.3%)
|
422.96M
est: 426.59M (-0.9%)
|
405.65M
est: 409.32M (-0.9%)
|
422.63M
est: 423.27M (-0.1%)
|
467.74M
est: 466.02M (+0.4%)
|
525.86M
520.74M – 531.10M
+12.8% YoY
|
568.65M
563.11M – 574.31M
+8.1% YoY
|
608.00M
602.08M – 614.06M
+6.9% YoY
|
| EBITDA |
40.48M
est: 47.03M (-13.9%)
|
48.76M
est: 54.38M (-10.3%)
|
60.78M
est: 69.03M (-12.0%)
|
61.12M
est: 71.38M (-14.4%)
|
62.25M
est: 78.59M (-20.8%)
|
88.68M
87.82M – 89.57M
+12.8% YoY
|
95.90M
94.96M – 96.85M
+8.1% YoY
|
102.53M
101.54M – 103.56M
+6.9% YoY
|
| EBIT |
30.44M
est: 34.31M (-11.3%)
|
34.53M
est: 39.67M (-13.0%)
|
45.03M
est: 41.79M (+7.8%)
|
42.82M
est: 43.21M (-0.9%)
|
41.14M
est: 47.57M (-13.5%)
|
53.68M
53.16M – 54.22M
+12.8% YoY
|
58.05M
57.49M – 58.63M
+8.1% YoY
|
62.07M
61.46M – 62.69M
+6.9% YoY
|
| Net Income |
20.78M
est: 21.67M (-4.1%)
|
23.65M
est: 25.49M (-7.2%)
|
32.47M
est: 28.23M (+15.0%)
|
29.98M
est: 34.49M (-13.1%)
|
31.48M
est: 30.52M (+3.1%)
|
36.60M
36.13M – 37.07M
+19.9% YoY
|
45.28M
44.70M – 45.86M
+23.7% YoY
|
55.90M
55.19M – 56.62M
+23.5% YoY
|
| SGA |
84.68M
est: 91.64M (-7.6%)
|
102.07M
est: 105.96M (-3.7%)
|
108.44M
est: 107.62M (+0.8%)
|
123.82M
est: 111.29M (+11.3%)
|
131.22M
est: 122.53M (+7.1%)
|
138.26M
136.92M – 139.64M
+12.8% YoY
|
149.51M
148.06M – 151.00M
+8.1% YoY
|
159.86M
158.30M – 161.45M
+6.9% YoY
|
| EPS |
1.13
est: 1.08 (+5.0%)
|
1.19
est: 1.27 (-6.1%)
|
1.63
est: 1.41 (+15.2%)
|
1.50
est: 1.71 (-12.2%)
|
1.57
est: 1.51 (+3.8%)
|
1.81
1.79 – 1.84
+19.9% YoY
|
2.24
2.21 – 2.27
+23.7% YoY
|
2.77
2.73 – 2.81
+23.5% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-06 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-05 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-04 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-01 | A | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-30 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-29 | A | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-28 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-27 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-24 | A | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-23 | A | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-22 | A | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-21 | A | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-20 | A | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-17 | A | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-16 | A | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 4/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
41.21M
OE per share TTM
2.05
Owner's Yield
6.79%
Maintenance CapEx ratio
45.84%
Maint CapEx / Avg PPE
23.2%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
36
Total invested
25.81M
Insider transactions (90d)
0
Beneficial owners (>5%)
2
Beneficial owners (>5%)
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
36
-86 vs prev Q
New positions
5
Closed positions
91
Increased
21
Reduced
9
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 | — | 224.9K +224.9K (+100.0%) | 5.07B +5.1B (+100.0%) | 1.12% +1.121 pp | 0.83% +0.833 pp | USD22.57 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 570.3K +14.7K (+2.6%) | 12.87M -1.1M (-8.1%) | 2.84% +0.073 pp | 0.00% +0.000 pp | USD25.77 -12.4% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 511.4K +34.0K (+7.1%) | 11.54M -493.3K (-4.1%) | 2.55% +0.169 pp | 0.00% +0.000 pp | USD22.46 +0.5% | 19 qtrs — |
| 4 | POLAR ASSET MANAGEMENT PARTNERS INC. | 314.1K +114.2K (+57.1%) | 7.09M +2.0M (+40.7%) | 1.57% +0.569 pp | 0.09% +0.034 pp | USD24.25 -6.9% | 2 qtrs — |
| 5 | RANGER INVESTMENT MANAGEMENT, L.P. | 300.7K -21.8K (-6.8%) | 6.79M -1.3M (-16.5%) | 1.50% -0.109 pp | 0.47% -0.101 pp | USD27.05 -16.6% | 6 qtrs — |
| 6 | ACADIAN ASSET MANAGEMENT LLC | 291.1K -46.2K (-13.7%) | 6.57M -1.9M (-22.7%) | 1.45% -0.231 pp | 0.01% -0.004 pp | USD24.68 -8.5% | 12 qtrs — |
| 7 | AMERICAN CENTURY COMPANIES INC | 270.8K +11.8K (+4.6%) | 6.11M -416.3K (-6.4%) | 1.35% +0.059 pp | 0.00% 0.000 pp | USD22.50 +0.3% | 19 qtrs — |
| 8 | BANK OF MONTREAL /CAN/ | 231.1K +231.1K (+100.0%) | 5.22M +5.2M (+100.0%) | 1.15% +1.152 pp | 0.00% +0.002 pp | USD22.57 +0.0% | 1 qtrs NEW |
| 9 | DE LISLE PARTNERS LLP | 229.1K +— (+0.0%) | 5.17M -611.8K (-10.6%) | 1.14% 0.000 pp | 0.66% -0.046 pp | USD28.58 -21.0% | 8 qtrs — |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 209.2K +9.3K (+4.7%) | 4.72M -317.0K (-6.3%) | 1.04% +0.046 pp | 0.00% +0.000 pp | USD22.09 +2.2% | 19 qtrs — |
| 11 | DIMENSIONAL FUND ADVISORS LP | 201.1K +24.2K (+13.6%) | 4.54M +79.3K (+1.8%) | 1.00% +0.120 pp | 0.00% +0.000 pp | USD24.35 -7.3% | 12 qtrs — |
| 12 | RUSSELL INVESTMENTS GROUP, LTD. | 189.2K +9.1K (+5.1%) | 4.27M -268.8K (-5.9%) | 0.94% +0.045 pp | 0.00% -0.001 pp | USD27.12 -16.8% | 6 qtrs — |
| 13 | MILLENNIUM MANAGEMENT LLC | 184.2K -67.7K (-26.9%) | 4.16M -2.2M (-34.5%) | 0.92% -0.338 pp | 0.00% -0.001 pp | USD27.84 -18.9% | 19 qtrs — |
| 14 | BOSTON PARTNERS | 159.8K +17.7K (+12.4%) | 3.61M +23.3K (+0.7%) | 0.80% +0.088 pp | 0.00% +0.000 pp | USD26.87 -16.0% | 7 qtrs — |
| 15 | BANK OF NEW YORK MELLON CORP | 158.3K +10.8K (+7.3%) | 3.57M -146.4K (-3.9%) | 0.79% +0.054 pp | 0.00% 0.000 pp | USD24.60 -8.3% | 17 qtrs — |
| 16 | STATE STREET CORP | 141.5K +10.2K (+7.8%) | 3.19M -115.2K (-3.5%) | 0.71% +0.051 pp | 0.00% +0.000 pp | USD22.11 +2.1% | 19 qtrs — |
| 17 | TWO SIGMA INVESTMENTS, LP | 131.7K +30.1K (+29.6%) | 2.97M +410.5K (+16.0%) | 0.66% +0.150 pp | 0.00% +0.000 pp | USD25.81 -12.6% | 10 qtrs — |
| 18 | PRICE T ROWE ASSOCIATES INC /MD/ | 112.8K +8.1K (+7.7%) | 2.55M -93.0K (-3.5%) | 0.56% +0.040 pp | 0.00% +0.000 pp | USD26.09 -13.5% | 9 qtrs — |
| 19 | HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 107.7K +50.2K (+87.2%) | 2.43M +984.0K (+68.0%) | 0.54% +0.250 pp | 0.02% +0.008 pp | USD24.59 -8.2% | 7 qtrs — |
| 20 | CWA ASSET MANAGEMENT GROUP, LLC | 106.3K +106.3K (+100.0%) | 2.40M +2.4M (+100.0%) | 0.53% +0.530 pp | 0.09% +0.086 pp | USD22.57 +0.0% | 1 qtrs NEW |
| 21 | AQR CAPITAL MANAGEMENT LLC | 105.5K +53.5K (+102.9%) | 2.38M +1.1M (+81.7%) | 0.53% +0.267 pp | 0.00% +0.000 pp | USD24.12 -6.4% | 9 qtrs — |
| 22 | JACOBS LEVY EQUITY MANAGEMENT, INC | 100.8K +8.9K (+9.7%) | 2.27M -41.7K (-1.8%) | 0.50% +0.044 pp | 0.01% 0.000 pp | USD25.45 -11.3% | 10 qtrs — |
| 23 | TREXQUANT INVESTMENT LP | 84.6K +40.0K (+89.8%) | 1.91M +786.1K (+70.0%) | 0.42% +0.200 pp | 0.02% +0.006 pp | USD25.39 -11.1% | 5 qtrs — |
| 24 | TWO SIGMA ADVISERS, LP | 81.4K +6.7K (+9.0%) | 1.84M -46.0K (-2.4%) | 0.41% +0.033 pp | 0.00% 0.000 pp | USD25.20 -10.4% | 10 qtrs — |
| 25 | NORTHERN TRUST CORP | 76.9K -2.6K (-3.2%) | 1.73M -267.9K (-13.4%) | 0.38% -0.013 pp | 0.00% +0.000 pp | USD22.67 -0.4% | 19 qtrs — |
| 26 | UBS GROUP AG | 66.0K -60.7K (-47.9%) | 1.49M -1.7M (-53.4%) | 0.33% -0.303 pp | 0.00% 0.000 pp | USD26.28 -14.1% | 19 qtrs — |
| 27 | MORGAN STANLEY | 63.6K +9.0K (+16.5%) | 1.43M +59.0K (+4.3%) | 0.32% +0.045 pp | 0.00% +0.000 pp | USD26.28 -14.1% | 19 qtrs — |
| 28 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 62.6K +1.1K (+1.8%) | 1.41M -137.6K (-8.9%) | 0.31% +0.005 pp | 0.08% -0.007 pp | USD15.28 +47.7% | 12 qtrs — |
| 29 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 61.0K +61.0K (+100.0%) | 1.38M +1.4M (+100.0%) | 0.30% +0.304 pp | 0.09% +0.086 pp | USD22.57 +0.0% | 1 qtrs NEW |
| 30 | GOLDMAN SACHS GROUP INC | 56.4K +16.2K (+40.2%) | 1.27M +258.6K (+25.5%) | 0.28% +0.081 pp | 0.00% +0.000 pp | USD26.27 -14.1% | 6 qtrs — |
| 31 | JPMORGAN CHASE & CO | 50.2K +14.3K (+40.0%) | 1.13M +229.2K (+25.4%) | 0.25% +0.072 pp | 0.00% +0.000 pp | USD26.11 -13.6% | 19 qtrs — |
| 32 | RENAISSANCE TECHNOLOGIES LLC | 48.3K -4.9K (-9.2%) | 1.09M -251.1K (-18.7%) | 0.24% -0.025 pp | 0.00% 0.000 pp | USD25.54 -11.6% | 10 qtrs — |
| 33 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 44.7K -18.6K (-29.4%) | 1.01M -587.5K (-36.8%) | 0.22% -0.093 pp | 0.01% -0.004 pp | USD26.33 -14.3% | 10 qtrs — |
| 34 | BARCLAYS PLC | 42.8K -28.4K (-39.9%) | 965.2K -876.9K (-47.6%) | 0.21% -0.142 pp | 0.00% 0.000 pp | USD25.18 -10.4% | 16 qtrs — |
| 35 | CITADEL ADVISORS LLC | 42.6K +9.6K (+29.0%) | 961.6K +129.0K (+15.5%) | 0.21% +0.048 pp | 0.00% +0.000 pp | USD26.62 -15.2% | 13 qtrs — |
| 36 | HRT FINANCIAL LP | 41.1K +31.2K (+314.1%) | 928.0K +678.0K (+271.2%) | 0.21% +0.156 pp | 0.00% +0.002 pp | USD23.92 -5.6% | 3 qtrs — |
| 37 | LSV ASSET MANAGEMENT | 34.6K +— (+0.0%) | 781.0K -91.0K (-10.4%) | 0.17% +0.000 pp | 0.00% 0.000 pp | USD27.25 -17.2% | 7 qtrs — |
| 38 | QUBE RESEARCH & TECHNOLOGIES LTD | 32.7K -11.3K (-25.6%) | 737.4K -370.3K (-33.4%) | 0.16% -0.056 pp | 0.00% 0.000 pp | USD27.85 -19.0% | 9 qtrs — |
| 39 | WELLINGTON MANAGEMENT GROUP LLP | 31.5K +31.5K (+100.0%) | 711.0K +711.0K (+100.0%) | 0.16% +0.157 pp | 0.00% +0.000 pp | USD22.57 +0.0% | 1 qtrs NEW |
| 40 | FIRST TRUST ADVISORS LP | 27.3K +508.0 (+1.9%) | 617.2K -59.4K (-8.8%) | 0.14% +0.003 pp | 0.00% 0.000 pp | USD25.78 -12.5% | 6 qtrs — |
| 41 | ENGINEERS GATE MANAGER LP | 27.2K +3.2K (+13.2%) | 613.2K +8.2K (+1.4%) | 0.14% +0.016 pp | 0.01% +0.000 pp | USD26.60 -15.2% | 3 qtrs — |
| 42 | LOS ANGELES CAPITAL MANAGEMENT LLC | 24.4K -11.1K (-31.3%) | 582.9K -313.5K (-35.0%) | 0.12% -0.056 pp | 0.00% -0.001 pp | USD26.34 -14.3% | 10 qtrs — |
| 43 | RITHOLTZ WEALTH MANAGEMENT | 25.0K -14.6K (-36.8%) | 564.3K -433.5K (-43.4%) | 0.12% -0.073 pp | 0.01% -0.009 pp | USD27.01 -16.4% | 10 qtrs — |
| 44 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 24.3K +5.0 (+0.0%) | 549.5K -64.2K (-10.5%) | 0.12% +0.000 pp | 0.00% +0.000 pp | USD20.88 +8.1% | 18 qtrs — |
| 45 | STIFEL FINANCIAL CORP | 22.8K +398.0 (+1.8%) | 514.6K -50.2K (-8.9%) | 0.11% +0.002 pp | 0.00% 0.000 pp | USD29.06 -22.3% | 5 qtrs — |
| 46 | VICTORY CAPITAL MANAGEMENT INC | 20.9K +5.2K (+33.3%) | 470.7K +76.3K (+19.3%) | 0.10% +0.026 pp | 0.00% +0.000 pp | USD24.55 -8.1% | 2 qtrs — |
| 47 | INSPIRE INVESTING, LLC | 20.8K +2.5K (+13.6%) | 469.1K +8.1K (+1.7%) | 0.10% +0.012 pp | 0.04% -0.003 pp | USD24.89 -9.3% | 2 qtrs — |
| 48 | GSA CAPITAL PARTNERS LLP | 19.0K +3.7K (+24.5%) | 429.0K +45.0K (+11.7%) | 0.09% +0.019 pp | 0.04% +0.005 pp | USD25.34 -10.9% | 9 qtrs — |
| 49 | LAZARD ASSET MANAGEMENT LLC | 18.7K -43.5K (-69.9%) | 422.9K -1.1M (-73.1%) | 0.09% -0.217 pp | 0.00% -0.001 pp | USD26.38 -14.4% | 10 qtrs — |
| 50 | JANE STREET GROUP, LLC | 18.1K +18.1K (+100.0%) | 409.1K +409.1K (+100.0%) | 0.09% +0.090 pp | 0.00% +0.000 pp | USD22.57 +0.0% | 4 qtrs — |
| 51 | SQUAREPOINT OPS LLC | 17.9K -1.9K (-9.4%) | 403.6K -94.2K (-18.9%) | 0.09% -0.009 pp | 0.00% 0.000 pp | USD25.21 -10.5% | 2 qtrs — |
| 52 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 17.9K +1.2K (+6.9%) | 403.5K -18.0K (-4.3%) | 0.09% +0.006 pp | 0.00% +0.003 pp | USD26.92 -16.2% | 3 qtrs — |
| 53 | MERIT FINANCIAL GROUP, LLC | 16.6K +16.6K (+100.0%) | 375.6K +375.6K (+100.0%) | 0.08% +0.083 pp | 0.00% +0.003 pp | USD22.57 +0.0% | 1 qtrs NEW |
| 54 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 16.3K +— (+0.0%) | 368.5K -43.1K (-10.5%) | 0.08% +0.000 pp | 0.01% -0.001 pp | USD26.51 -14.9% | 3 qtrs — |
| 55 | POINT72 ASSET MANAGEMENT, L.P. | 15.5K +15.5K (+100.0%) | 350.2K +350.2K (+100.0%) | 0.08% +0.077 pp | 0.00% +0.000 pp | USD22.57 +0.0% | 1 qtrs NEW |
| 56 | CREATIVE PLANNING | 15.5K +15.5K (+100.0%) | 349.7K +349.7K (+100.0%) | 0.08% +0.077 pp | 0.00% +0.000 pp | USD22.57 +0.0% | 1 qtrs NEW |
| 57 | BANK OF AMERICA CORP /DE/ | 15.2K +3.2K (+26.6%) | 343.0K +40.3K (+13.3%) | 0.08% +0.016 pp | 0.00% +0.000 pp | USD25.98 -13.1% | 19 qtrs — |
| 58 | POLYMER CAPITAL MANAGEMENT (US) LLC | 14.4K +1.9K (+15.3%) | 325.5K +10.3K (+3.3%) | 0.07% +0.010 pp | 0.03% +0.001 pp | USD26.92 -16.2% | 3 qtrs — |
| 59 | ALGERT GLOBAL LLC | 14.3K +14.3K (+100.0%) | 323.0K +323.0K (+100.0%) | 0.07% +0.071 pp | 0.01% +0.005 pp | USD22.57 +0.0% | 3 qtrs — |
| 60 | TOPLINE CAPITAL MANAGEMENT, LLC | 14.0K +14.0K (+100.0%) | 316.5K +316.5K (+100.0%) | 0.07% +0.070 pp | 0.03% +0.029 pp | USD22.57 +0.0% | 1 qtrs NEW |
| 61 | DAVENPORT & CO LLC | 13.8K +2.7K (+24.5%) | 312.0K +32.2K (+11.5%) | 0.07% +0.014 pp | 0.00% +0.000 pp | USD26.65 -15.3% | 3 qtrs — |
| 62 | HSBC HOLDINGS PLC | 13.6K -1.9K (-12.1%) | 306.0K -77.5K (-20.2%) | 0.07% -0.009 pp | 0.00% 0.000 pp | USD28.73 -21.4% | 5 qtrs — |
| 63 | NUVEEN, LLC | 13.4K -23.2K (-63.3%) | 303.3K -619.3K (-67.1%) | 0.07% -0.116 pp | 0.00% 0.000 pp | USD26.58 -15.1% | 4 qtrs — |
| 64 | JANNEY MONTGOMERY SCOTT LLC | 13.3K -2.8K (-17.4%) | 299.0K -106.0K (-26.2%) | 0.07% -0.014 pp | 0.00% 0.000 pp | USD25.59 -11.8% | 10 qtrs — |
| 65 | WELLS FARGO & COMPANY/MN | 13.2K +5.6K (+73.7%) | 298.7K +106.7K (+55.5%) | 0.07% +0.028 pp | 0.00% +0.000 pp | USD23.62 -4.4% | 19 qtrs — |
| 66 | SENTINUS, LLC | 13.0K +13.0K (+100.0%) | 293.4K +293.4K (+100.0%) | 0.06% +0.065 pp | 0.03% +0.028 pp | USD22.57 +0.0% | 1 qtrs NEW |
| 67 | PERRITT CAPITAL MANAGEMENT INC | 13.0K +3.0K (+30.0%) | 293.4K +41.3K (+16.4%) | 0.06% +0.015 pp | 0.49% +0.371 pp | USD21.10 +7.0% | 11 qtrs — |
| 68 | LPL FINANCIAL LLC | 11.9K +11.9K (+100.0%) | 268.1K +268.1K (+100.0%) | 0.06% +0.059 pp | 0.00% +0.000 pp | USD22.57 +0.0% | 1 qtrs NEW |
| 69 | SEIZERT CAPITAL PARTNERS, LLC | 11.8K +— (+0.0%) | 265.3K -31.0K (-10.5%) | 0.06% +0.000 pp | 0.01% -0.002 pp | USD25.32 -10.9% | 9 qtrs — |
| 70 | CI PRIVATE WEALTH, LLC | 11.4K -2.3K (-16.6%) | 256.2K -86.7K (-25.3%) | 0.06% -0.011 pp | 0.00% 0.000 pp | USD24.85 -9.2% | 9 qtrs — |
| 71 | EXCHANGE TRADED CONCEPTS, LLC | 11.0K -410.0 (-3.6%) | 249.0K -39.5K (-13.7%) | 0.06% -0.002 pp | 0.00% -0.001 pp | USD27.55 -18.1% | 5 qtrs — |
| 72 | ANCORA ADVISORS, LLC | 11.0K -14.5K (-56.9%) | 247.5K -393.5K (-61.4%) | 0.05% -0.072 pp | 0.01% -0.008 pp | USD14.67 +53.9% | 16 qtrs — |
| 73 | RHUMBLINE ADVISERS | 10.6K -850.0 (-7.4%) | 238.9K -49.4K (-17.1%) | 0.05% -0.004 pp | 0.00% +0.000 pp | USD21.79 +3.6% | 11 qtrs — |
| 74 | AQUATIC CAPITAL MANAGEMENT LLC | 7.3K +7.3K (+100.0%) | 164.3K +164.3K (+100.0%) | 0.04% +0.036 pp | 0.00% +0.005 pp | USD22.57 +0.0% | 1 qtrs NEW |
| 75 | STATE OF WYOMING | 5.4K +5.4K (+100.0%) | 122.1K +122.1K (+100.0%) | 0.03% +0.027 pp | 0.01% +0.013 pp | USD22.57 +0.0% | 1 qtrs NEW |
| 76 | BNP PARIBAS ARBITRAGE, SNC | 5.3K -24.5K (-82.2%) | 119.4K -630.7K (-84.1%) | 0.03% -0.122 pp | 0.00% 0.000 pp | USD27.11 -16.7% | 5 qtrs — |
| 77 | METLIFE INVESTMENT MANAGEMENT, LLC | 4.9K +— (+0.0%) | 109.5K -12.8K (-10.5%) | 0.02% +0.000 pp | 0.00% 0.000 pp | USD23.95 -5.8% | 10 qtrs — |
| 78 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 4.0K -12.0 (-0.3%) | 89.8K -10.8K (-10.7%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD27.83 -18.9% | 7 qtrs — |
| 79 | DEUTSCHE BANK AG\ | 3.9K +2.3K (+142.8%) | 87.1K +47.1K (+117.4%) | 0.02% +0.011 pp | 0.00% +0.000 pp | USD25.19 -10.4% | 19 qtrs — |
| 80 | CITIGROUP INC | 3.8K +3.4K (+833.3%) | 84.9K +74.7K (+735.6%) | 0.02% +0.017 pp | 0.00% +0.000 pp | USD22.91 -1.5% | 19 qtrs — |
| 81 | NEW YORK STATE COMMON RETIREMENT FUND | 3.1K +— (+0.0%) | 70.0K -8.2K (-10.5%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD20.38 +10.7% | 19 qtrs — |
| 82 | ADVISOR GROUP HOLDINGS, INC. | 2.8K -468.0 (-14.3%) | 63.3K -19.4K (-23.4%) | 0.01% -0.002 pp | 0.00% +0.000 pp | USD27.78 -18.8% | 9 qtrs — |
| 83 | CWM, LLC | 2.7K +1.0K (+61.5%) | 60.0K +19.0K (+46.3%) | 0.01% +0.005 pp | 0.00% +0.000 pp | USD24.57 -8.1% | 8 qtrs — |
| 84 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 2.4K +— (+0.0%) | 53.1K -6.2K (-10.5%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD30.26 -25.4% | 5 qtrs — |
| 85 | COPELAND CAPITAL MANAGEMENT, LLC | 2.1K +— (+0.0%) | 46.6K -5.4K (-10.5%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD27.49 -17.9% | 9 qtrs — |
| 86 | CLEARSTEAD ADVISORS, LLC | 1.5K +976.0 (+188.8%) | 33.7K +20.7K (+158.5%) | 0.01% +0.005 pp | 0.00% +0.000 pp | USD24.30 -7.1% | 3 qtrs — |
| 87 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 1.1K +— (+0.0%) | 24.0K -3.0K (-11.1%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD25.21 -10.5% | 2 qtrs — |
| 88 | FMR LLC | 776.00 +19.0 (+2.5%) | 17.5K -1.6K (-8.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD26.55 -15.0% | 14 qtrs — |
| 89 | LEGAL & GENERAL GROUP PLC | 770.00 -50.0 (-6.1%) | 17.4K -3.3K (-15.9%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD21.07 +7.1% | 19 qtrs — |
| 90 | AMERITAS INVESTMENT PARTNERS, INC. | 698.00 +— (+0.0%) | 15.8K -1.8K (-10.5%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD24.15 -6.5% | 19 qtrs — |
| 91 | SIGNATUREFD, LLC | 610.00 +610.0 (+100.0%) | 13.8K +13.8K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.000 pp | USD22.57 +0.0% | 3 qtrs — |
| 92 | TOWER RESEARCH CAPITAL LLC (TRC) | 568.00 +100.0 (+21.4%) | 12.8K +1.0K (+8.7%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD26.09 -13.5% | 19 qtrs — |
| 93 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 529.00 +32.0 (+6.4%) | 11.9K -589.0 (-4.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD19.93 +13.2% | 19 qtrs — |
| 94 | VALLEY NATIONAL ADVISERS INC | 500.00 +500.0 (+100.0%) | 11.0K +11.0K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.002 pp | USD22.57 +0.0% | 1 qtrs NEW |
| 95 | ROYAL BANK OF CANADA | 443.00 -3.1K (-87.3%) | 10.0K -78.0K (-88.6%) | 0.00% -0.015 pp | 0.00% +0.000 pp | USD25.84 -12.7% | 19 qtrs — |
| 96 | FINANCIAL MANAGEMENT PROFESSIONALS, INC. | 409.00 +— (+0.0%) | 9.2K -1.1K (-10.5%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD24.85 -9.2% | 9 qtrs — |
| 97 | QUARRY LP | 280.00 -2.5K (-89.9%) | 6.3K -63.4K (-90.9%) | 0.00% -0.012 pp | 0.00% -0.014 pp | USD25.21 -10.5% | 2 qtrs — |
| 98 | TRIUMPH CAPITAL MANAGEMENT | 270.00 +— (+0.0%) | 6.1K -713.0 (-10.5%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD25.21 -10.5% | 2 qtrs — |
| 99 | AMALGAMATED BANK | 270.00 +32.0 (+13.4%) | 6.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD22.38 +0.8% | 16 qtrs — |
| 100 | SMITHFIELD TRUST CO | 248.00 +— (+0.0%) | 6.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD30.26 -25.4% | 5 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 70 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Acuitas Small Cap Active ETF AIMS | 0.90% | 671.7K | 0.75% |
| 2 | Hartford Multifactor Small Cap ETF ROSC | 0.41% | 252.6K | 0.34% |
| 3 | First Trust Dow Jones Select MicroCap Index Fund FDM | 0.37% | 973.3K | 0.65% |
| 4 | Royce Quant Small-Cap Quality Value ETF SQLV | 0.28% | 79.6K | 0.60% |
| 5 | Inspire Small/Mid Cap ETF ISMD | 0.21% | 681.1K | 0.53% |
| 6 | WisdomTree U.S. SmallCap Dividend Fund DES | 0.14% | 2.94M | 0.38% |
| 7 | VictoryShares Small Cap Free Cash Flow ETF SFLO | 0.11% | 684.6K | 0.56% |
| 8 | iShares Micro-Cap ETF IWC | 0.07% | 984.6K | 0.60% |
| 9 | Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT | 0.06% | 7.4K | 0.29% |
| 10 | WisdomTree U.S. SmallCap Fund EES | 0.05% | 385.3K | 0.38% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
1.4K
Shares disposed
—
Cash buys
1.00
Cash sales
—
Net activity
+1,361
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-11-12 | Guo Jian | Director / Officer | P-Purchase | A | Common Stock | 1,361 | 22.11 | 30.1K | 31,062 | D | ↗ |
| 2025-08-15 | Guo Jian | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 2,450 | 16.53 | 40.5K | 36,550 | D | ↗ |
| 2025-06-27 | Yu Alan | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 112,500 | 27.00 | 3.04M | 6,091,305 | D | ↗ |
| 2025-06-27 | Cheng Marvin | Officer / 10% Owner | S-Sale | D | Common Stock | 112,500 | 27.00 | 3.04M | 5,257,272 | D | ↗ |
| 2025-06-12 | Yu Alan | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 750,000 | 27.00 | 20.25M | 6,203,805 | D | ↗ |
| 2025-06-12 | Cheng Marvin | Officer / 10% Owner | S-Sale | D | Common Stock | 750,000 | 27.00 | 20.25M | 5,369,772 | D | ↗ |
| 2025-05-14 | Yu Alan | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 2,543 | 30.04 | 76.4K | 6,953,805 | D | ↗ |
| 2025-05-14 | Quire Daniel | Officer | F-InKind | D | Common Stock | 2,073 | 30.04 | 62.3K | 17,696 | D | ↗ |
| 2025-05-14 | Guo Jian | Director / Officer | F-InKind | D | Common Stock | 2,779 | 30.04 | 83.5K | 27,251 | D | ↗ |
| 2025-05-12 | Yu Alan | Director / Officer / 10% Owner | M-Exempt | A | Common Stock | 8,000 | 0.00 | — | 6,956,348 | D | ↗ |
| 2025-05-12 | Quire Daniel | Officer | M-Exempt | A | Common Stock | 8,000 | 0.00 | — | 19,769 | D | ↗ |
| 2025-05-12 | Guo Jian | Director / Officer | M-Exempt | A | Common Stock | 8,000 | 0.00 | — | 30,030 | D | ↗ |
| 2025-05-07 | Yen Eve | Director | M-Exempt | A | Common Stock | 1,000 | 0.00 | — | 7,000 | D | ↗ |
| 2025-05-07 | Chen Paul Y | Director | M-Exempt | A | Common Stock | 1,000 | 0.00 | — | 6,000 | D | ↗ |
| 2025-05-07 | Chen Eric K | Director | M-Exempt | D | Restricted Stock Units | 1,000 | 0.00 | — | 1,000 | D | ↗ |
| 2024-11-18 | Guo Jian | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 2,500 | 16.53 | 41.3K | 39,000 | D | ↗ |
| 2024-08-19 | Guo Jian | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 2,000 | 16.53 | 33.1K | 41,500 | — | ↗ |
| 2024-05-16 | Yen Eve | Director | M-Exempt | A | Common Stock | 5,000 | 18.80 | 94.0K | 6,000 | D | ↗ |
| 2024-05-15 | Yu Alan | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 1,750 | 29.02 | 50.8K | 6,948,348 | — | ↗ |
| 2024-05-14 | Quire Daniel | Officer | F-InKind | D | Common Stock | 1,923 | 27.45 | 52.8K | 11,769 | — | ↗ |
| 2024-05-14 | Guo Jian | Director / Officer | F-InKind | D | Common Stock | 2,481 | 27.46 | 68.1K | 17,530 | — | ↗ |
| 2024-05-12 | Yu Alan | Director / Officer / 10% Owner | M-Exempt | A | Common Stock | 8,000 | 0.00 | — | 6,950,098 | — | ↗ |
| 2024-05-12 | Quire Daniel | Officer | M-Exempt | D | Restricted Stock Units | 8,000 | 0.00 | — | 16,000 | — | ↗ |
| 2024-05-12 | Guo Jian | Director / Officer | M-Exempt | A | Common Stock | 8,000 | 0.00 | — | 20,011 | — | ↗ |
| 2024-05-08 | Guo Jian | Director / Officer | M-Exempt | A | Common Stock | 3,500 | 16.53 | 57.9K | 12,011 | — | ↗ |
| 2024-05-07 | Yen Eve | Director | A-Award | A | Restricted Stock Units | 2,000 | 0.00 | — | 2,000 | — | ↗ |
| 2024-05-07 | Chen Paul Y | Director | A-Award | A | Restricted Stock Units | 2,000 | 0.00 | — | 2,000 | — | ↗ |
| 2024-05-07 | Chen Eric K | Director | A-Award | A | Restricted Stock Units | 2,000 | 0.00 | — | 2,000 | — | ↗ |
| 2024-03-12 | Yu Alan | Director / Officer / 10% Owner | A-Award | A | Restricted Stock Units | 24,000 | 0.00 | — | 24,000 | — | ↗ |
| 2024-03-12 | Quire Daniel | Officer | A-Award | A | Restricted Stock Units | 24,000 | 0.00 | — | 24,000 | — | ↗ |
| 2024-03-12 | Guo Jian | Director / Officer | A-Award | A | Restricted Stock Units | 24,000 | 0.00 | — | 24,000 | — | ↗ |
| 2024-02-08 | Guo Jian | Director / Officer | F-InKind | D | Common Stock | 1,041 | 26.09 | 27.2K | 8,511 | — | ↗ |
| 2024-02-01 | Guo Jian | Officer | M-Exempt | D | Restricted Stock Units | 3,750 | 0.00 | — | 0 | — | ↗ |
| 2023-12-31 | Wang Joanne Tzu Jung | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-10-17 | Wang Joanne Tzu Jung | Officer | S-Sale | D | Common Stock | 8,645 | 22.09 | 190.9K | 23,578 | — | ↗ |
| 2023-10-17 | Quire Daniel | Officer | S-Sale | D | Common Stock | 490 | 22.09 | 10.8K | 5,692 | — | ↗ |
| 2023-10-15 | Wang Joanne Tzu Jung | Officer | M-Exempt | D | Restricted Stock Units | 25,000 | 0.00 | — | 0 | — | ↗ |
| 2023-10-15 | Quire Daniel | Officer | M-Exempt | A | Common Stock | 1,666 | 0.00 | 1.67 | 6,182 | — | ↗ |
| 2023-09-19 | Cheng Marvin | Officer | S-Sale | D | Common Stock | 150,000 | 21.00 | 3.15M | 6,099,727 | — | ↗ |
| 2023-09-12 | Yu Alan | Director / Officer | S-Sale | D | Common Stock | 500,000 | 21.00 | 10.50M | 6,926,698 | — | ↗ |
| 2023-09-12 | Cheng Marvin | Officer | S-Sale | D | Common Stock | 500,000 | 21.00 | 10.50M | 6,249,727 | — | ↗ |
| 2023-08-31 | Quire Daniel | Officer | — | — | Stock Option (right to buy) | 50,000 | 18.86 | 943.0K | 0 | D | ↗ |
| 2023-08-10 | Guo Jian | Officer | M-Exempt | D | Stock Option (right to buy) | 3,000 | 16.53 | 49.6K | 47,000 | — | ↗ |
| 2023-02-01 | Guo Jian | Officer | F-InKind | D | Common Stock | 1,298 | 15.03 | 19.5K | 2,802 | — | ↗ |
| 2022-12-31 | Wang Joanne Tzu Jung | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-12-31 | Cheng Marvin | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-12-16 | Yu Alan | Officer | P-Purchase | A | Common Stock | 7,100 | 12.97 | 92.1K | 7,426,698 | — | ↗ |
| 2022-12-16 | Cheng Marvin | Officer | P-Purchase | A | Common Stock | 1,000 | 13.44 | 13.4K | 6,749,727 | — | ↗ |
| 2022-12-15 | Yu Alan | Officer | P-Purchase | A | Common Stock | 4,500 | 13.70 | 61.7K | 7,419,598 | — | ↗ |
| 2022-12-13 | Yu Alan | Officer | P-Purchase | A | Common Stock | 4,000 | 13.84 | 55.4K | 7,415,098 | — | ↗ |
| 2022-12-09 | Yu Alan | Officer | P-Purchase | A | Common Stock | 7,000 | 13.95 | 97.6K | 7,411,098 | — | ↗ |
| 2022-12-06 | Yu Alan | Officer | P-Purchase | A | Common Stock | 700 | 14.29 | 10.0K | 7,404,098 | — | ↗ |
| 2022-12-05 | Yu Alan | Officer | P-Purchase | A | Common Stock | 1,100 | 13.96 | 15.4K | 7,403,398 | — | ↗ |
| 2022-12-02 | Yu Alan | Officer | P-Purchase | A | Common Stock | 16,800 | 14.03 | 235.7K | 7,419,098 | — | ↗ |
| 2022-12-01 | Yu Alan | Officer | P-Purchase | A | Common Stock | 9,000 | 14.37 | 129.3K | 7,402,298 | — | ↗ |
| 2022-11-30 | Yu Alan | Officer | P-Purchase | A | Common Stock | 22,100 | 13.96 | 308.4K | 7,393,298 | — | ↗ |
| 2022-11-28 | Yu Alan | Officer | P-Purchase | A | Common Stock | 4,000 | 13.47 | 53.9K | 7,371,198 | — | ↗ |
| 2022-11-18 | Yu Alan | Officer | P-Purchase | A | Common Stock | 2,400 | 14.00 | 33.6K | 7,367,198 | — | ↗ |
| 2022-11-17 | Guo Jian | Officer | P-Purchase | A | Common Stock | 500 | 13.93 | 7.0K | 500 | — | ↗ |
| 2022-11-14 | Yu Alan | Officer | P-Purchase | A | Common Stock | 2,300 | 13.85 | 31.9K | 7,364,798 | — | ↗ |
| 2022-10-25 | Wang Joanne Tzu Jung | Officer | F-InKind | D | Common Stock | 7,905 | 13.55 | 107.1K | 19,052 | — | ↗ |
| 2022-10-15 | Wang Joanne Tzu Jung | Officer | M-Exempt | A | Common Stock | 25,000 | 0.00 | — | 26,957 | — | ↗ |
| 2022-09-07 | Cheng Marvin | Officer | S-Sale | D | Common Stock | 282 | 18.30 | 5.2K | 6,752,227 | — | ↗ |
| 2022-09-02 | Cheng Marvin | Officer | S-Sale | D | Common Stock | 1,122 | 18.26 | 20.5K | 6,754,230 | — | ↗ |
| 2022-08-30 | Cheng Marvin | Officer | S-Sale | D | Common Stock | 500 | 18.50 | 9.3K | 6,755,352 | — | ↗ |
| 2022-08-23 | Cheng Marvin | Officer | S-Sale | D | Common Stock | 800 | 18.56 | 14.8K | 6,757,052 | — | ↗ |
| 2022-08-18 | Cheng Marvin | Officer | S-Sale | D | Common Stock | 1,000 | 18.60 | 18.6K | 6,757,852 | — | ↗ |
| 2022-05-18 | Yen Eve | Director | S-Sale | D | Common Stock | 4,000 | 19.85 | 79.4K | 1,000 | — | ↗ |
| 2022-03-04 | Cheng Marvin | Officer | G-Gift | D | Common Stock | 2,500 | 0.00 | — | 6,758,852 | — | ↗ |
| 2022-02-02 | Yen Eve | Director | M-Exempt | A | Common Stock | 5,000 | 10.00 | 50.0K | 5,000 | — | ↗ |
| 2022-02-02 | Cheng Marvin | Officer | G-Gift | D | Common Stock | 59,524 | 0.00 | — | 6,820,876 | — | ↗ |
| 2022-02-01 | Guo Jian | Officer | — | D | Stock Option (right to buy) | 50,000 | 16.53 | 826.5K | 0 | — | ↗ |
| 2021-12-31 | Cheng Marvin | Officer | G-Gift | D | Common Stock | 15,000 | 0.00 | — | 6,880,400 | — | ↗ |
| 2021-12-29 | Cheng Marvin | Officer | G-Gift | D | Common Stock | 5,000 | 0.00 | — | 6,938,879 | — | ↗ |
| 2021-12-23 | Cheng Marvin | Officer | G-Gift | D | Common Stock | 2,608 | 0.00 | — | 6,943,879 | — | ↗ |
| 2021-12-20 | Wang Joanne Tzu Jung | Director / Officer | F-InKind | D | Common Stock | 9,586 | 17.41 | 166.9K | 13,957 | — | ↗ |
| 2021-12-17 | Wang Joanne Tzu Jung | Director / Officer | F-InKind | D | Common Stock | 2,157 | 17.58 | 37.9K | 23,543 | — | ↗ |
| 2021-12-14 | Cheng Marvin | Officer | S-Sale | D | Common Stock | 400 | 19.97 | 8.0K | 6,991,924 | — | ↗ |
| 2021-12-13 | Cheng Marvin | Officer | S-Sale | D | Common Stock | 500 | 21.50 | 10.8K | 6,992,324 | — | ↗ |
| 2021-12-10 | Cheng Marvin | Officer | S-Sale | D | Common Stock | 1,234 | 21.50 | 26.5K | 6,992,824 | — | ↗ |
| 2021-12-08 | Cheng Marvin | Director / Officer | G-Gift | D | Common Stock | 331,200 | 0.00 | — | 6,994,058 | — | ↗ |
| 2021-12-07 | Cheng Marvin | Director / Officer | S-Sale | D | Common Stock | 2,645 | 21.52 | 56.9K | 7,325,258 | — | ↗ |
| 2021-12-02 | Chen Eric K | Director | M-Exempt | A | Common Stock | 5,000 | 10.00 | 50.0K | 5,000 | — | ↗ |
| 2021-11-01 | Chen Paul Y | Director | M-Exempt | A | Common Stock | 5,000 | 10.00 | 50.0K | 5,000 | — | ↗ |
| 2021-10-25 | Wang Joanne Tzu Jung | Officer | M-Exempt | D | Restricted Stock Units | 25,000 | 0.00 | — | 0 | — | ↗ |
| 2021-10-08 | Yen Eve | Director | M-Exempt | D | Stock Option (right to buy) | 5,000 | 18.80 | 94.0K | 5,000 | D | ↗ |
| 2021-10-08 | Wang Joanne Tzu Jung | Director / Officer | A-Award | A | Stock Option (right to buy) | 50,000 | 18.86 | 943.0K | 50,000 | — | ↗ |
| 2021-10-08 | Lee Peter | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-10-08 | Chen Paul Y | Director | A-Award | A | Stock Option (right to buy) | 10,000 | 18.80 | 188.0K | 10,000 | — | ↗ |
| 2021-10-08 | Chen Eric K | Director | A-Award | A | Stock Option (right to buy) | 10,000 | 18.80 | 188.0K | 10,000 | — | ↗ |
| 2021-09-20 | Sabahat Ann T | Officer | M-Exempt | A | Common Stock | 5,000 | 0.00 | — | 5,000 | — | ↗ |
| 2021-05-21 | Wang Joanne Tzu Jung | Officer | P-Purchase | A | Common Stock, $0.001 par value | 500 | 18.18 | 9.1K | 700 | — | ↗ |
| 2021-05-06 | Cheng Marvin | Director / Officer / 10% Owner | P-Purchase | A | Common Stock, $0.001 par value | 200 | 16.92 | 3.4K | 7,327,903 | — | ↗ |
| 2021-05-03 | Wang Joanne Tzu Jung | Officer | P-Purchase | A | Common Stock, $0.001 par value | 200 | 18.70 | 3.7K | 200 | — | ↗ |
| 2021-04-21 | Cheng Marvin | Director / Officer / 10% Owner | P-Purchase | A | Common Stock, $0.001 par value | 100 | 18.37 | 1.8K | 7,327,703 | — | ↗ |
| 2021-04-19 | Cheng Marvin | Director / Officer / 10% Owner | P-Purchase | A | Common Stock, $0.001 per value | 5 | 18.08 | 90.40 | 7,327,603 | — | ↗ |
| 2021-04-14 | Yu Alan | Director / Officer / 10% Owner | — | D | Common Stock, $0.001 par value | 0 | 0.00 | — | 7,362,498 | — | ↗ |
| 2021-04-14 | Yen Eve | Director | — | D | Stock Option (right to buy) | 5,000 | 10.00 | 50.0K | 0 | — | ↗ |
| 2021-04-14 | Wang Joanne Tzu Jung | Officer | — | D | Restricted Stock Units | 75,000 | 0.00 | — | 0 | — | ↗ |
| 2021-04-14 | Sabahat Ann T | Officer | — | D | Restricted Stock Units | 5,000 | 0.00 | — | 0 | — | ↗ |
| 2021-04-14 | Cheng Marvin | Director / Officer / 10% Owner | — | D | Common Stock, $0.001 par value | 0 | 0.00 | — | 7,327,498 | — | ↗ |
| 2021-04-14 | Chen Paul Y | Director | — | D | Stock Option (right to buy) | 5,000 | 10.00 | 50.0K | 0 | — | ↗ |
| 2021-04-14 | Chen Eric K | Director | — | D | Stock Option (right to buy) | 5,000 | 10.00 | 50.0K | 0 | — | ↗ |
| 2005-04-18 | KORMAN BERNARD J | Director | D-Return | D | Options | 5,000 | 15.15 | 75.8K | 0 | — | ↗ |
| 2004-06-25 | KORMAN BERNARD J | Director | A-Award | A | Common Shares of Beneficial Interest $.01 Par Value | 1,000 | 16.17 | 16.2K | 14,986 | — | ↗ |
Executive team
Top executives
EBIT / Employee
60.2K
Shares Outstanding
19.96M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Jian Guo Chief Financial Officer | 350.0K | — | — | — | — | 37.5K | 387.5K | 0.00% | ↗ |
| 2 | 2025 | Alan Yu Chief Executive Officer | 300.0K | — | — | — | — | 37.5K | 337.5K | 0.00% | ↗ |
| 3 | 2025 | Daniel Quire Chief Revenue Officer | 250.0K | — | — | — | — | — | 250.0K | 0.00% | ↗ |
| 4 | 2024 | Jian Guo Chief Financial Officer | 350.0K | — | 705.1K | — | — | 37.5K | 1.09M | 64.53% | ↗ |
| 5 | 2024 | Alan Yu Chief Executive Officer | 293.1K | — | 705.1K | — | — | 37.5K | 1.04M | 68.08% | ↗ |
| 6 | 2024 | Daniel Quire Chief Revenue Officer | 250.0K | — | 705.1K | — | — | — | 955.1K | 73.83% | ↗ |
| 7 | 2023 | Joanne Wang Former Chief Operating Officer | 247.5K | — | — | — | — | 174.5K | 422.0K | 0.00% | ↗ |
| 8 | 2023 | Jian Guo Chief Financial Officer | 350.0K | — | — | — | — | 7.5K | 357.5K | 0.00% | ↗ |
| 9 | 2023 | Alan Yu Chief Executive Officer | 270.0K | — | — | — | — | 30.0K | 300.0K | 0.00% | ↗ |
| 10 | 2023 | Daniel Quire Chief Revenue Officer | 217.1K | — | — | — | — | — | 217.1K | 0.00% | ↗ |
| 11 | 2022 | Jian Guo Chief Financial Officer | 320.8K | — | 124.0K | 258.9K | — | — | 703.7K | 54.41% | ↗ |
| 12 | 2022 | Alan Yu Chief Executive Officer | 270.0K | — | — | — | — | 25.0K | 295.0K | 0.00% | ↗ |
| 13 | 2022 | Joanne Wang Former Chief Operating Officer | 270.0K | — | — | — | — | 25.0K | 295.0K | 0.00% | ↗ |
| 14 | 2021 | Joanne Wang Chief Operating Officer | 224.0K | — | — | 286.9K | — | — | 510.9K | 56.16% | ↗ |
| 15 | 2021 | Ann T. Sabahat Former Chief Financial Officer | 202.3K | — | 92.8K | — | — | — | 295.1K | 31.45% | ↗ |
| 16 | 2021 | Alan Yu Chief Executive Officer | 250.0K | — | — | — | — | — | 250.0K | 0.00% | ↗ |
| 17 | 2021 | Marvin Cheng Vice President – Manufacturing and Secretary | 240.0K | — | — | — | — | — | 240.0K | 0.00% | ↗ |
| 18 | 2021 | Peter Lee Interim Chief Executive Officer | 90.0K | — | — | — | — | — | 90.0K | 0.00% | ↗ |
| 19 | 2020 | Marvin Cheng Vice President – Manufacturing and Secretary | 204.0K | — | — | — | — | 19.5K | 223.5K | 0.00% | ↗ |
| 20 | 2020 | Alan Yu Chief Executive Officer | 180.0K | — | — | — | — | 36.0K | 216.0K | 0.00% | ↗ |
| 21 | 2020 | Joanne Wang Chief Operating Officer | 197.7K | — | — | — | — | 13.7K | 211.4K | 0.00% | ↗ |
| 22 | 2020 | Ann T. Sabahat Former Chief Financial Officer | 56.5K | — | — | — | — | — | 56.5K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Jian Guo | Chief Financial Officer & Director | 387.5K | female |
| Alan Yu | Co-Founder, Chairman & Chief Executive Officer | 337.5K | male |
| Daniel Quire | Chief Revenue Officer | 250.0K | male |
| Marvin Cheng | Co-Founder, Vice President of Manufacturing & Secretary | 240.0K | male |
ESG Rating
ESG Score History PACKAGING & CONTAINERS
Benchmark vs Sector
Senate Trading Activity
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House Trading Activity
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Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for KRT
Short-term intention
Target Price Distribution
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