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Legacy Education Inc. (LGCY)

USD11.94 -0.37 (-2.97%)
US AMEX Consumer Cyclical Personal Products & Services
Address 701 W Avenue K 93534
Lancaster, CA, US
CEO LeeAnn Rohmann
IPO 2024-09-26
CIK 1836754 ISIN US52474R2076

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Description

Legacy Education Inc. provides education services to students, high school graduates, and working parents in the United States. The company offers degree programs, including Ultrasound Technician, Cardiac Sonography, and Vocational Nursing Associate of Applied Science degree, Associate Degree of Nursing; and diploma, avocational, and certificate programs, such as Clinical Medical Assisting, Dental Assisting, Medical Administrative Assisting, Medical Billing and Coding, Pharmacy Technician, Veterinary Assistant, Vocational Nursing, Phlebotomy Technician, Magnetic Resonance Imaging, Nursing Assistant, Pit and Fissure Sealant, California Dental Practice Act, Infection Control, Radiation Safety, Teaching Adult Learner, Coronal Polishing, Dispensary Agent Certification, Vocational Nursing Pre-Requisite, LVN IV Therapy Certificate, and Emergency Medical Technician Certification. It also offers Computer Specialist: Accounting, Surgical Technology Associate of Applied Science Degree Program, Sterile Processing Technician, Computer Accounting and Business Administrative Specialist Certificate Program, Bachelor of Science in Nursing (RN to BSN), and EKG/ECG Technician programs. The company operates through academic institutions, including High Desert Medical College, Central Coast College, Contra Costa Medical Career College, and Integrity College of Health. Legacy Education Inc. was founded in 2009 and is headquartered in Lancaster, California.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

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
USD11.94 -0.37 (-2.97%)
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Volume Profile
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Liquidity & share structure
Average Volume
57.5K
Beta
1.12
Float Shares
8.17M
Free Float %
64.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+2.46% +11.41% -9.35% +8.23% +32.14% +22.67% +68.46% +210.95% +210.95% +210.95% +210.95%
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 (3 ratings, all time) Buy
Price Targets & DCF
Current price
11.94
Low 14.00 +17.3%
Consensus 14.00 +17.3%
Median 14.00 +17.3%
High 14.00 +17.3%
DCF (Unlevered) 7.34 -38.5%
DCF (Levered) 3.88 -67.5%

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) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 3 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
14.00
+17.3%
Last Year 1
14.00
+17.3%
All Time 2
11.13
-6.7%
Quality scores
Altman Z-Score
6.50
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
2 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
4 / 5
High
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Personal Products & Services: +6.6%
    +39.5% Q1'26: -100.0% (vs Q1'25)
  • EPS growth Personal Products & Services: +19.6%
    +34.1% Q1'26: +4.8% (vs Q1'25)
  • FCF margin FCF growth · Personal Products & Services: +11.7%
    +5.8%
  • EBIT margin Personal Products & Services: +10.5%
    +17.4%
  • ROIC Personal Products & Services: +6.9%
    +19.8% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Personal Products & Services: +0.0%
    +6.9% Q1'26: +4.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Personal Products & Services: 0.59×
    1.53× Q1'26: 0.19× (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 (1.23) × ERP
WACC = 90% × Ke + 10% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 7.33 Current price: 11.94
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 Jun 2024
actual
Jun 2025
actual
Jun 2026
2 Rev. Ana.
2 EPS Ana.
Jun 2027
2 Rev. Ana.
2 EPS Ana.
Jun 2028
2 Rev. Ana.
2 EPS Ana.
Jun 2029
1 Rev. Ana.
1 EPS Ana.
Revenue
46.00M
est: 46.00M (+0.0%)
64.17M
est: 63.00M (+1.9%)
79.23M
77.64M – 81.36M
+25.8% YoY
89.94M
88.14M – 92.37M
+13.5% YoY
107.39M
107.39M – 107.39M
+19.4% YoY
144.54M
141.64M – 148.43M
+34.6% YoY
EBITDA
7.37M
est: 7.30M (+0.9%)
11.58M
est: 10.00M (+15.8%)
12.58M
12.32M – 12.92M
+25.8% YoY
14.28M
13.99M – 14.66M
+13.5% YoY
17.05M
17.05M – 17.05M
+19.4% YoY
22.94M
22.48M – 23.56M
+34.6% YoY
EBIT
7.10M
est: 7.02M (+1.2%)
11.14M
est: 9.62M (+15.8%)
12.09M
11.85M – 12.42M
+25.8% YoY
13.73M
13.46M – 14.10M
+13.5% YoY
16.39M
16.39M – 16.39M
+19.4% YoY
22.07M
21.62M – 22.66M
+34.6% YoY
Net Income
5.11M
est: 8.41M (-39.2%)
7.53M
est: 8.03M (-6.1%)
8.18M
7.63M – 8.74M
+2.0% YoY
10.71M
8.93M – 10.94M
+30.8% YoY
11.73M
11.50M – 11.97M
+9.6% YoY
15.48M
15.07M – 16.02M
+31.9% YoY
SGA
13.17M
est: 14.19M (-7.2%)
19.49M
est: 19.44M (+0.3%)
24.45M
23.96M – 25.10M
+25.8% YoY
27.75M
27.20M – 28.50M
+13.5% YoY
33.13M
33.13M – 33.13M
+19.4% YoY
44.60M
43.70M – 45.80M
+34.6% YoY
EPS
0.44
est: 0.66 (-33.3%)
0.65
est: 0.63 (+3.2%)
0.65
0.60 – 0.69
+3.2% YoY
0.78
0.70 – 0.86
+20.5% YoY
0.93
0.91 – 0.94
+18.1% YoY
1.22
1.19 – 1.26
+31.9% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-14 A- 4/5 2/5 5/5 5/5 2/5 4/5 2/5
2026-05-13 B+ 3/5 2/5 5/5 5/5 2/5 3/5 2/5
2026-05-12 B+ 3/5 2/5 5/5 5/5 2/5 3/5 2/5
2026-05-11 B+ 3/5 2/5 5/5 5/5 2/5 3/5 2/5
2026-05-08 B+ 3/5 2/5 4/5 5/5 2/5 3/5 2/5
2026-05-07 B+ 3/5 2/5 4/5 5/5 2/5 3/5 2/5
2026-05-06 B+ 3/5 2/5 4/5 5/5 2/5 3/5 2/5
2026-05-05 B+ 3/5 2/5 4/5 5/5 2/5 3/5 2/5
2026-05-04 B+ 3/5 2/5 4/5 5/5 2/5 3/5 2/5
2026-05-01 B+ 3/5 2/5 4/5 5/5 2/5 3/5 2/5
2026-04-30 B+ 3/5 2/5 4/5 5/5 2/5 3/5 2/5
2026-04-29 B+ 3/5 2/5 4/5 5/5 2/5 3/5 2/5
2026-04-28 B+ 3/5 2/5 4/5 5/5 2/5 3/5 2/5
2026-04-27 B+ 3/5 2/5 4/5 5/5 2/5 3/5 2/5
2026-04-24 B+ 3/5 2/5 4/5 5/5 2/5 3/5 2/5
2026-04-23 B+ 3/5 2/5 4/5 5/5 2/5 3/5 2/5
2026-04-22 B+ 3/5 2/5 4/5 5/5 2/5 3/5 2/5
2026-04-21 B+ 3/5 2/5 4/5 5/5 2/5 3/5 2/5
2026-04-20 B+ 3/5 2/5 4/5 5/5 2/5 3/5 2/5
2026-04-17 B+ 3/5 2/5 4/5 5/5 2/5 3/5 2/5
2026-04-16 B+ 3/5 2/5 4/5 5/5 2/5 3/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-12.19M
OE per share TTM
-0.77
Owner's Yield
-7.73%
Maintenance CapEx ratio
146.35%
Maint CapEx / Avg PPE
167.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
20
Total invested
35.79M
Insider transactions (90d)
0
Beneficial owners (>5%)
6
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Rohmann 1.32M 10.71% 1.32M 1.32M IN States of America 2024-10-03
2 deRose 1.23M 10.30% 51.0K 1.18M 51.0K 1.18M IN States 2024-10-04
3 D. deRose & Susan deRose Family Trust DTD 11/18/1986 1.08M 9.08% 1.08M 1.08M OO California 2024-10-04
4 M. deRose Trust DTD 5/29/1991 98.4K 0.83% 98.4K 98.4K OO California 2024-10-04
5 deRose - IRA BDA 1.0K 0.01% 1.0K 1.0K OO California 2024-10-04
6 deRose IRA 1.0K 0.01% 1.0K 1.0K OO California 2024-10-04

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
20
-28 vs prev Q
New positions
7
Closed positions
35
Increased
13
Reduced
5
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 HOLOS INTEGRATED WEALTH LLC 934.4K +— (+0.0%) 9.67M +1.0M (+12.0%) 7.50% -0.049 pp 5.40% +0.318 pp USD7.51 +35.7% 5 qtrs
2 ROYCE & ASSOCIATES LP 820.5K -28.3K (-3.3%) 8.36M +237.7K (+2.9%) 6.59% -0.272 pp 0.08% +0.004 pp USD6.46 +57.7% 6 qtrs
3 KENNEDY CAPITAL MANAGEMENT LLC 597.9K +1.6K (+0.3%) 6.09M +385.9K (+6.8%) 4.76% -0.063 pp 0.13% +0.003 pp USD6.45 +58.0% 6 qtrs
4 BARD ASSOCIATES INC 449.4K -5.3K (-1.2%) 4.58M +228.0K (+5.2%) 3.57% -0.100 pp 1.18% +0.021 pp USD4.60 +121.5% 6 qtrs
5 VANGUARD GROUP INC 429.4K +6.3K (+1.5%) 4.38M +326.6K (+8.1%) 3.42% -0.003 pp 0.00% +0.000 pp USD9.62 +5.9% 4 qtrs
6 MINK BROOK ASSET MANAGEMENT LLC 202.3K +202.3K (+100.0%) 2.06M +2.1M (+100.0%) 1.62% +1.624 pp 1.30% +1.303 pp USD10.19 +0.0% 1 qtrs NEW
7 TRUFFLE HOUND CAPITAL, LLC 200.0K +— (+0.0%) 2.04M +124.0K (+6.5%) 1.61% -0.011 pp 0.53% -0.005 pp USD11.15 -8.6% 3 qtrs
8 RUSSELL INVESTMENTS GROUP, LTD. 185.8K +116.1K (+166.5%) 1.89M +1.2M (+183.8%) 1.48% +0.914 pp 0.00% +0.001 pp USD9.22 +10.5% 6 qtrs
9 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 185.0K +16.5K (+9.8%) 1.89M +272.6K (+16.9%) 1.47% +0.110 pp 0.11% +0.017 pp USD9.17 +11.1% 4 qtrs
10 WHITE PINE CAPITAL LLC 109.2K +26.8K (+32.6%) 1.11M +324.5K (+41.2%) 0.88% +0.211 pp 0.31% +0.081 pp USD6.78 +50.3% 6 qtrs
11 GEODE CAPITAL MANAGEMENT, LLC 89.0K +10.0K (+12.6%) 907.6K +151.5K (+20.0%) 0.71% +0.069 pp 0.00% +0.000 pp USD9.20 +10.8% 5 qtrs
12 SEI INVESTMENTS CO 72.0K +72.0K (+100.0%) 734.1K +734.1K (+100.0%) 0.58% +0.578 pp 0.00% +0.001 pp USD10.19 +0.0% 1 qtrs NEW
13 GOLDMAN SACHS GROUP INC 65.0K +4.5K (+7.5%) 662.2K +83.6K (+14.4%) 0.52% +0.028 pp 0.00% +0.000 pp USD10.32 -1.3% 3 qtrs
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 63.1K +26.4K (+72.0%) 643.2K +291.9K (+83.1%) 0.50% +0.205 pp 0.00% +0.000 pp USD9.83 +3.7% 2 qtrs
15 683 CAPITAL MANAGEMENT, LLC 46.3K +46.3K (+100.0%) 471.8K +471.8K (+100.0%) 0.37% +0.368 pp 0.02% +0.021 pp USD10.19 +0.0% 1 qtrs NEW
16 MANATUCK HILL PARTNERS, LLC 44.6K +— (+0.0%) 454.5K +27.7K (+6.5%) 0.35% -0.006 pp 0.16% +0.018 pp USD5.16 +97.5% 6 qtrs
17 ANCORA ADVISORS, LLC 43.0K +43.0K (+100.0%) 437.8K +437.8K (+100.0%) 0.34% +0.342 pp 0.01% +0.009 pp USD10.19 +0.0% 1 qtrs NEW
18 BLACKROCK, INC. 40.2K -10.6K (-20.9%) 410.0K -76.5K (-15.7%) 0.32% -0.091 pp 0.00% +0.000 pp USD8.44 +20.7% 5 qtrs
19 BOSTON PARTNERS 39.9K +25.3K (+172.6%) 406.8K +266.7K (+190.3%) 0.32% +0.202 pp 0.00% +0.000 pp USD8.49 +20.0% 6 qtrs
20 RENAISSANCE TECHNOLOGIES LLC 38.4K -15.7K (-29.1%) 391.0K -126.7K (-24.5%) 0.31% -0.132 pp 0.00% 0.000 pp USD8.19 +24.4% 5 qtrs
21 STATE STREET CORP 32.4K +6.5K (+25.1%) 330.6K +82.3K (+33.2%) 0.26% +0.048 pp 0.00% +0.000 pp USD9.69 +5.2% 2 qtrs
22 INTEGRATED WEALTH CONCEPTS LLC 30.4K +— (+0.0%) 309.6K +18.8K (+6.5%) 0.24% -0.004 pp 0.00% +0.001 pp USD8.41 +21.2% 5 qtrs
23 INTEGRATED QUANTITATIVE INVESTMENTS LLC 30.2K +30.2K (+100.0%) 308.2K +308.2K (+100.0%) 0.24% +0.243 pp 0.07% +0.066 pp USD10.19 +0.0% 1 qtrs NEW
24 CORSAIR CAPITAL MANAGEMENT, L.P. 29.9K +9.9K (+49.7%) 305.1K +113.7K (+59.4%) 0.24% +0.077 pp 0.05% +0.016 pp USD9.78 +4.2% 2 qtrs
25 NORTHERN TRUST CORP 18.2K +— (+0.0%) 185.1K +11.3K (+6.5%) 0.14% -0.002 pp 0.00% +0.000 pp USD9.57 +6.5% 2 qtrs
26 BRIDGEWAY CAPITAL MANAGEMENT, LLC 17.7K +2.7K (+18.0%) 180.4K +36.8K (+25.6%) 0.14% +0.020 pp 0.00% +0.001 pp USD9.66 +5.5% 2 qtrs
27 SQUAREPOINT OPS LLC 16.9K +16.9K (+100.0%) 172.0K +172.0K (+100.0%) 0.14% +0.136 pp 0.00% +0.000 pp USD10.19 +0.0% 1 qtrs NEW
28 OMERS ADMINISTRATION CORP 14.8K +14.8K (+100.0%) 150.8K +150.8K (+100.0%) 0.12% +0.118 pp 0.00% +0.001 pp USD10.19 +0.0% 1 qtrs NEW
29 DIMENSIONAL FUND ADVISORS LP 14.7K +14.7K (+100.0%) 149.3K +149.3K (+100.0%) 0.12% +0.118 pp 0.00% +0.000 pp USD10.19 +0.0% 1 qtrs NEW
30 ACADIAN ASSET MANAGEMENT LLC 12.6K -12.9K (-50.6%) 128.0K -116.0K (-47.5%) 0.10% -0.105 pp 0.00% 0.000 pp USD8.36 +21.9% 4 qtrs
31 MARSHALL WACE, LLP 12.0K -15.4K (-56.2%) 122.2K -140.1K (-53.4%) 0.10% -0.126 pp 0.00% 0.000 pp USD9.57 +6.5% 2 qtrs
32 JANE STREET GROUP, LLC 11.7K -11.1K (-48.6%) 119.3K -98.6K (-45.2%) 0.09% -0.091 pp 0.00% +0.000 pp USD9.57 +6.5% 2 qtrs
33 IFP ADVISORS, INC 10.8K +— (+0.0%) 110.3K +6.7K (+6.5%) 0.09% -0.001 pp 0.00% 0.000 pp USD7.95 +28.2% 5 qtrs
34 ORIN GREEN FINANCIAL, LLC 10.0K +— (+0.0%) 101.9K +6.2K (+6.5%) 0.08% -0.001 pp 0.04% +0.003 pp USD8.32 +22.5% 5 qtrs
35 BARCLAYS PLC 10.0K +8.2K (+461.1%) 101.5K +84.5K (+497.5%) 0.08% +0.065 pp 0.00% +0.000 pp USD9.78 +4.2% 5 qtrs
36 AVANZA FONDER AB 7.1K +2.1K (+40.9%) 72.3K +24.1K (+50.0%) 0.06% +0.016 pp 0.00% +0.001 pp USD9.75 +4.5% 2 qtrs
37 BANK OF AMERICA CORP /DE/ 3.8K -1.6K (-30.0%) 38.3K -13.1K (-25.5%) 0.03% -0.014 pp 0.00% +0.000 pp USD8.93 +14.1% 5 qtrs
38 JPMORGAN CHASE & CO 3.5K +3.3K (+1,298.8%) 35.8K +33.4K (+1,389.5%) 0.03% +0.026 pp 0.00% +0.000 pp USD10.15 +0.4% 5 qtrs
39 MORGAN STANLEY 1.2K -1.7K (-59.4%) 12.0K -15.7K (-56.7%) 0.01% -0.014 pp 0.00% +0.000 pp USD10.39 -1.9% 4 qtrs
40 NBC SECURITIES, INC. 1.0K +— (+0.0%) 10.2K +620.0 (+6.5%) 0.01% 0.000 pp 0.00% +0.000 pp USD7.17 +42.1% 5 qtrs
41 UBS GROUP AG 991.00 +705.0 (+246.5%) 10.1K +7.4K (+268.9%) 0.01% +0.006 pp 0.00% +0.000 pp USD9.65 +5.6% 5 qtrs
42 BNP PARIBAS ARBITRAGE, SNC 951.00 +951.0 (+100.0%) 9.7K +9.7K (+100.0%) 0.01% +0.008 pp 0.00% +0.000 pp USD10.19 +0.0% 1 qtrs NEW
43 ROYAL BANK OF CANADA 581.00 -3.1K (-84.3%) 6.0K -29.0K (-82.9%) 0.00% -0.025 pp 0.00% +0.000 pp USD8.32 +22.5% 5 qtrs
44 FMR LLC 384.00 +— (+0.0%) 3.9K +238.0 (+6.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD11.18 -8.9% 3 qtrs
45 TOWER RESEARCH CAPITAL LLC (TRC) 152.00 -926.0 (-85.9%) 1.5K -8.8K (-85.0%) 0.00% -0.008 pp 0.00% 0.000 pp USD9.26 +10.0% 5 qtrs
46 ASSET DEDICATION, LLC 100.00 +100.0 (+100.0%) 1.0K +1.0K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD10.19 +0.0% 1 qtrs NEW
47 NEWEDGE ADVISORS, LLC 70.00 -398.0 (-85.0%) 713.00 -3.8K (-84.1%) 0.00% -0.003 pp 0.00% +0.000 pp USD9.56 +6.6% 2 qtrs
48 SJS INVESTMENT CONSULTING INC. 42.00 +42.0 (+100.0%) 428.00 +428.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.17 +0.2% 1 qtrs NEW
49 XTX TOPCO LTD -10.8K (-100.0%) -103.4K (-100.0%) 0.00% -0.087 pp 0.00% -0.005 pp USD 2 qtrs SOLD
50 POLAR ASSET MANAGEMENT PARTNERS INC. -25.0K (-100.0%) -239.3K (-100.0%) 0.00% -0.202 pp 0.00% -0.003 pp USD 5 qtrs SOLD
51 SANCTUARY ADVISORS, LLC -55.2K (-100.0%) -528.1K (-100.0%) 0.00% -0.446 pp 0.00% -0.003 pp USD 3 qtrs SOLD
52 SG CAPITAL MANAGEMENT LLC -235.2K (-100.0%) -2.3M (-100.0%) 0.00% -1.900 pp 0.00% -0.201 pp USD 2 qtrs SOLD
53 ADVISORY SERVICES NETWORK, LLC -5.0K (-100.0%) -47.9K (-100.0%) 0.00% -0.040 pp 0.00% -0.001 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 21 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.03% 380.7K 0.60%
2 Dimensional - US Vector Equity ETF DXUV 0.00% 11.5K 0.28%
3 Avantis U.S. Small Cap Equity ETF AVSC 0.00% 65.4K 0.25%
4 Vanguard Extended Market ETF VXF 0.00% 1.07M 0.05%
5 Dimensional - US Small Cap ETF DFAS 0.00% 133.2K 0.26%
6 U.S. Small Cap Growth Portfolio: ETF Class Shares DUSG 0.00% 13.6K 0.33%
7 Dimensional - US Sustainability Core 1 ETF DFSU 0.00% 13.2K 0.15%
8 U.S. Micro Cap Portfolio ETF DFMC 0.00% 38.8K 0.43%
9 Dimensional - US Core Equity 1 ETF DCOR 0.00% 11.5K 0.14%
10 Dimensional - US Targeted Value ETF DFAT 0.00% 18.9K 0.28%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
1
Shares acquired
Shares disposed
2.0K
Cash buys
Cash sales
1.00
Net activity
-2,000
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
2026-03-02 Amato Gerald Director S-Sale D Common Stock 2,000 14.15 28.3K 63,000 D
2025-11-18 Rohmann LeeAnn Director / Officer P-Purchase A Common Stock 5,000 8.68 43.4K 457,722 D
2025-10-16 Paulson Janis L. Director A-Award A Option (Right to Buy) 29,354 9.51 279.2K 29,354 D
2025-10-16 Marshall Zwade J. Director A-Award A Option (Right to Buy) 29,354 9.51 279.2K 29,354 D
2025-09-10 Paulson Janis L. Director 0 0.00 0
2025-09-10 Marshall Zwade J. Director 0 0.00 0
2025-06-10 Amato Gerald Director S-Sale D Common Stock 5,986 9.58 57.3K 65,000 D
2025-06-09 Amato Gerald Director S-Sale D Common Stock 14 9.60 134.40 70,986 D
2025-06-05 Amato Gerald Director S-Sale D Common Stock 5,000 9.36 46.8K 71,000 D
2025-04-08 DEROSE ROBERT 10% Owner G-Gift D Common Stock 10,000 0.00 1,087,974 I
2025-04-02 Tiderman Peggy Director A-Award A Option (Right to Buy) 43,604 7.25 316.1K 98,011 D
2025-04-02 Rohmann LeeAnn Director / Officer A-Award A Option (Right to Buy) 174,418 7.25 1.26M 583,536 D
2025-04-02 Pope Brandon Officer A-Award A Option (Right to Buy) 87,209 7.25 632.3K 293,905 D
2025-04-02 Milad Ragheb Officer A-Award A Option (Right to Buy) 87,209 7.25 632.3K 240,762 D
2025-04-02 Faulkner Blaine Director A-Award A Option (Right to Buy) 43,604 7.25 316.1K 98,011 D
2025-04-02 Amato Gerald Director A-Award A Option (Right to Buy) 43,604 7.25 316.1K 322,011 D
2025-03-13 DEROSE ROBERT 10% Owner P-Purchase A Common Stock 2,776 6.67 18.5K 1,097,974 I
2025-03-12 DEROSE ROBERT 10% Owner P-Purchase A Common Stock 224 6.60 1.5K 1,095,198 I
2025-02-14 DEROSE ROBERT 10% Owner P-Purchase A Common Stock 2,000 8.29 16.6K 1,094,974 I
2025-01-13 DEROSE ROBERT 10% Owner P-Purchase A Common Stock 3,000 7.55 22.7K 1,092,974 I
2024-12-16 DEROSE ROBERT 10% Owner P-Purchase A Common Stock 2,000 9.10 18.2K 1,089,974 I
2024-11-20 DEROSE ROBERT 10% Owner P-Purchase A Common Stock 1,000 6.83 6.8K 2,000 I
2024-11-15 DEROSE ROBERT 10% Owner P-Purchase A Common Stock 2,500 6.98 17.5K 1,087,974 I
2024-10-23 DEROSE ROBERT 10% Owner P-Purchase A Common Stock 2,500 5.40 13.5K 1,085,474 I
2024-10-22 Milad Ragheb Officer P-Purchase A Common Stock 335 5.84 2.0K 335 D
2024-10-07 DEROSE ROBERT 10% Owner P-Purchase A Common Stock 5,000 5.08 25.4K 1,082,974 I
2024-09-30 DEROSE ROBERT 10% Owner P-Purchase A Common Stock 1,000 4.80 4.8K 1,000 I
2024-09-27 Rohmann LeeAnn Director / Officer / 10% Owner A-Award A Option (Right to Buy) 250,000 4.00 1.00M 250,000 D
2024-09-27 DEROSE ROBERT 10% Owner P-Purchase A Common Stock 1,000 4.38 4.4K 1,000 I
2024-09-26 DEROSE ROBERT 10% Owner P-Purchase A Common Stock 20,000 4.15 83.0K 1,077,974 I
2024-09-25 Rohmann LeeAnn Director / Officer / 10% Owner Common stock 0 0.00 893,123 D
2024-09-25 Faulkner Blaine Director Common Stock 0 0.00 81,000 I
2024-09-25 DEROSE ROBERT 10% Owner Common Stock 0 0.00 1,052,974 I
2024-09-25 Amato Gerald Director Common Stock 0 0.00 76,000 D
2024-04-01 Tiderman Peggy Director Option (right to buy) 54,407 3.74 203.5K 0 D
2024-04-01 Rohmann LeeAnn Director / Officer / 10% Owner Option (right to buy) 173,008 3.74 647.0K 0 D
2024-04-01 Pope Brandon Officer Option (right to buy) 156,696 3.74 586.0K 0 D
2024-04-01 Milad Ragheb Officer Option (right to buy) 153,553 3.74 574.3K 0 D
2024-04-01 Faulkner Blaine Director Option (right to buy) 54,407 3.74 203.5K 0 D
2024-04-01 Amato Gerald Director Option (right to buy) 54,407 3.74 203.5K 0 D
2018-10-16 YORK DOUGLAS W Director A-Award A Common Stock 12,450 5.02 62.5K 12,450
2018-10-03 YORK DOUGLAS W Director 0 0.00 0
2018-09-26 Vann Kyle D Director A-Award A Common Stock 5,030 4.97 25.0K 209,756
2018-09-20 Vann Kyle D Director A-Award A Common Stock 204,726 0.01 2.0K 204,726
2018-09-20 SULLIVAN WILLIAM D Director D-Return D Units representing limited partner interests 138,217 0.01 1.4K 0
2018-09-20 SCOTT D DWIGHT Director 0 0.00 0
2018-06-18 Pope Brandon Officer Option (right to buy) 50,000 1.80 90.0K 0 D
2018-05-15 Vann Kyle D Director A-Award A Units representing limited partner interests 12,019 0.00 204,726
2018-05-15 SULLIVAN WILLIAM D Director A-Award A Units representing limited partner interests 6,010 0.00 138,217
2018-03-14 Amato Gerald Director Option (right to buy) 224,000 1.78 398.7K 0 D
2017-05-16 Vann Kyle D Director A-Award A Units representing limited partner interests 47,847 0.00 192,707
2017-05-16 SULLIVAN WILLIAM D Director A-Award A Units representing limited partner interests 47,847 0.00 132,207
2017-03-06 Vann Kyle D Director P-Purchase A Units representing limited partner interests 25,000 2.35 58.8K 144,860
2016-11-15 SCOTT D DWIGHT Director 0 0.00 0
2016-05-10 Vann Kyle D Director A-Award A Units representing limited partner interests 39,526 0.00 119,860
2016-05-10 SULLIVAN WILLIAM D Director A-Award A Units representing limited partner interests 39,526 0.00 84,360
2015-10-01 Vann Kyle D Director P-Purchase A Units representing limited partner interests 25,000 4.17 104.3K 80,334
2015-06-15 Vann Kyle D Director A-Award A Units representing limited partner interests 11,025 0.00 55,334
2015-06-15 SULLIVAN WILLIAM D Director A-Award A Units representing limited partner interests 11,025 0.00 44,834
2015-03-31 Mr. Levester Brown JR 10% Owner M-Exempt A LGCY 0 0.00 0
2014-12-19 Vann Kyle D Director P-Purchase A Series B Preferred Units 5,330 18.56 98.9K 5,330
2014-05-15 Vann Kyle D Director A-Award A Units representing limited partner interests 3,628 0.00 44,309
2014-05-15 SULLIVAN WILLIAM D Director A-Award A Units representing limited partner interests 3,628 0.00 33,809
2013-05-14 Vann Kyle D Director A-Award A Units representing limited partner interests 3,715 0.00 40,681
2013-05-14 SULLIVAN WILLIAM D Director A-Award A Units representing limited partner interests 3,715 0.00 30,181
2012-12-14 Vann Kyle D Director A-Award A Units representing limited partner interests 10,000 22.66 226.6K 36,966
2012-05-09 Vann Kyle D Director A-Award A Units representing limited partner interests 3,509 0.00 26,966
2012-05-09 SULLIVAN WILLIAM D Director A-Award A Units representing limited partner interests 3,509 0.00 26,466
2012-03-22 Pruett Steven H Other G-Gift D Units representing limited partner interests 10,000 0.00 236,935
2012-02-18 Pruett Steven H Officer D-Return D Units representing limited partner interests 9,580 29.67 284.2K 4,731
2012-02-02 Pruett Steven H Officer A-Award A Phantom Units 7,608 0.00 47,488
2012-01-29 Pruett Steven H Officer D-Return D Units representing limited partner interests 3,920 28.70 112.5K 4,731
2011-12-28 Vann Kyle D Director S-Sale D Units representing limited partner interests 10,000 27.74 277.4K 23,457
2011-08-26 Vann Kyle D Director A-Award A Units representing limited partner interests 1,885 0.00 33,457
2011-08-26 SULLIVAN WILLIAM D Director A-Award A Units representing limited partner interests 1,885 0.00 22,957
2011-05-11 Vann Kyle D Director A-Award A Units representing limited partner interests 1,630 0.00 31,572
2011-05-11 SULLIVAN WILLIAM D Director A-Award A Units representing limited partner interests 1,630 0.00 21,072
2011-03-11 Vann Kyle D Director S-Sale D Units representing limited partner interests 14,250 29.53 420.8K 29,942
2011-02-18 Pruett Steven H Officer A-Award A Phantom Units 12,959 0.00 43,800
2011-02-04 Pruett Steven H Officer M-Exempt D Phantom Units 2,240 0.00 32,379
2011-01-29 Pruett Steven H Officer M-Exempt A Units representing limited partner interests 3,920 0.00 8,651
2011-01-05 Pruett Steven H Officer G-Gift D Units representing limited partner interests 10,000 0.00 246,935
2011-01-03 Pruett Steven H Officer S-Sale D Units representing limited partner interests 5,000 28.80 144.0K 256,935
2010-12-01 Pruett Steven H Officer S-Sale D Units representing limited partner interests 5,000 26.20 131.0K 261,935
2010-11-01 Pruett Steven H Officer S-Sale D Units representing limited partner interests 5,000 25.91 129.6K 266,935
2010-10-01 Pruett Steven H Officer S-Sale D Units representing limited partner interests 5,000 24.66 123.3K 271,935
2010-09-01 Pruett Steven H Officer S-Sale D Units representing limited partner interests 5,000 23.05 115.3K 276,935
2010-08-23 Vann Kyle D Director S-Sale D Units representing limited partner interests 11,250 23.10 259.9K 44,192
2010-08-02 Pruett Steven H Officer S-Sale D Units representing limited partner interests 5,000 24.50 122.5K 281,935
2010-07-01 Pruett Steven H Officer S-Sale D Units representing limited partner interests 5,000 22.31 111.6K 286,935
2010-06-01 Pruett Steven H Officer S-Sale D Units representing limited partner interests 5,000 21.62 108.1K 291,935
2010-05-24 Vann Kyle D Director A-Award A Units representing limited partner interests 2,215 0.00 55,442
2010-05-24 SULLIVAN WILLIAM D Director A-Award A Units representing limited partner interests 2,215 0.00 19,442
2010-03-30 Mr. Levester Brown JR 10% Owner M-Exempt A LGCY(P) 0 0.00 0
2010-03-11 Pruett Steven H Officer M-Exempt D Unit Options (right to buy) 20,000 17.00 340.0K 0
2010-02-18 Pruett Steven H Officer A-Award A Phantom Units 17,497 0.00 38,539
2010-02-12 Pruett Steven H Officer M-Exempt D Phantom Units 3,920 0.00 12,320
2009-12-15 Pruett Steven H Officer J-Other A Units representing limited partner interests 0 0.00 296,935
2009-09-04 Vann Kyle D Director 0 0.00 0
2009-08-20 Vann Kyle D Director A-Award A Units representing limited partner interests 3,227 0.00 54,201
2009-08-20 SULLIVAN WILLIAM D Director A-Award A Units representing limited partner interests 3,227 0.00 17,227
2009-02-17 Vann Kyle D Director P-Purchase A Units representing limited partner interests 439 12.47 5.5K 50,974
2009-02-13 Pruett Steven H Officer M-Exempt A Phantom Units 2,240 0.00 16,240
2009-01-29 Pruett Steven H Officer A-Award A Phantom Units 11,760 0.00 18,480
2008-11-19 Vann Kyle D Director P-Purchase A Units representing limited partner interests 4,500 8.62 38.8K 50,000
2008-11-13 Vann Kyle D Director P-Purchase A Units representing limited partner interests 535 9.73 5.2K 50,535
2008-10-10 Vann Kyle D Director P-Purchase A Units representing limited partner interests 10,000 11.32 113.2K 45,500
2008-10-10 Pruett Steven H Officer P-Purchase A Units representing limited partner interests 731 10.86 7.9K 4,731
2008-09-17 Vann Kyle D Director P-Purchase A Units representing limited partner interests 10,000 15.05 150.5K 35,500
2008-09-11 Vann Kyle D Director P-Purchase A Units representing limited partner interests 5,000 18.39 92.0K 25,500
2008-08-29 Vann Kyle D Director A-Award A Units representing limited partner interests 2,500 0.00 20,500
2008-08-29 SULLIVAN WILLIAM D Director A-Award A Units representing limited partner interests 2,500 0.00 14,000
2008-08-11 Vann Kyle D Director P-Purchase A Units representing limited partner interests 4,000 21.44 85.8K 18,000
2008-05-12 Vann Kyle D Director P-Purchase A Units representing limited partner interests 5,500 23.37 128.5K 14,000
2008-02-04 Pruett Steven H Officer A-Award A Phantom Units 6,720 0.00 6,720
2007-12-27 Pruett Steven H Officer J-Other A Units representing limited partner interests 0 0.00 296,935
2007-11-26 Vann Kyle D Director A-Award A Units representing limited partner interests 1,750 0.00 8,500
2007-11-26 SULLIVAN WILLIAM D Director A-Award A Units representing limited partner interests 1,750 0.00 11,500
2007-10-01 Pruett Steven H Officer P-Purchase A Units representing limited partner interests 4,000 22.00 88.0K 4,000
2007-08-23 SULLIVAN WILLIAM D Director P-Purchase A Units representing limited partner interests 4,000 22.98 91.9K 9,750
2007-08-21 Vann Kyle D Director P-Purchase A Units representing limited partner interests 5,000 20.00 100.0K 6,750
2007-05-22 SULLIVAN WILLIAM D Director P-Purchase A Units representing limited partner interests 4,000 27.90 111.6K 5,750
2007-01-11 Vann Kyle D Director D Units representing limited partner interests 0 0.00 1,750
2007-01-11 VANLOH S WIL JR Director I Units representing limited partner interests 0 0.00 915,880
2007-01-11 SULLIVAN WILLIAM D Director D Units representing limited partner interests 0 0.00 1,750
2007-01-11 Pruett Steven H Officer I Units representing limited partner interests 0 0.00 296,935
1996-10-01 AUER METALS & MINERALS 10% Owner 0 0.00 0
1995-10-01 AUER METALS & MINERALS 10% Owner 0 0.00 0

Executive team

Top executives
EBIT / Employee
26.1K
Shares Outstanding
12.61M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 LeeAnn Rohmann Chief Executive Officer 363.8K 501.2K 1.19M 2.06M 57.91%
2 2025 Brandon Pope Chief Financial Officer 263.3K 300.0K 353.2K 916.4K 38.54%
3 2025 Ragheb Milad Chief Academic Officer 245.7K 280.0K 353.2K 878.9K 40.19%
4 2024 LeeAnn Rohmann Chief Executive Officer 295.8K 369.7K 318.0K 983.4K 32.33%
5 2024 Brandon Pope Chief Financial Officer 228.1K 168.8K 288.0K 684.9K 42.05%
6 2024 Ragheb Milad Chief Academic Officer 212.9K 157.5K 282.2K 652.6K 43.24%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-10-24 DEFA14A
2025-10-24 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-14 8-K
2026-05-14 10-Q
2026-03-17 8-K
2026-03-03 4
2026-02-12 10-Q
2026-01-07 8-K
2025-12-16 8-K
2025-11-19 4
2025-11-14 8-K
2025-11-13 10-Q

Executive team

NameTitleCompensationGender
LeeAnn Rohmann Chief Executive Officer, Chairman & Founder 865.1K female
Brandon J. Pope Chief Financial Officer 563.3K male
Ragheb Milad Chief Academic Officer 525.7K
Joe Bartolome Senior Vice President of Operations male
Nicole Casali Joseph Senior Vice President
ESG Rating
B
EDUCATION & TRAINING SERVICES
Rank: 20 out of 43
2026
E (Environmental)
64.4 / 59.0
Company / Sector avg.
S (Social)
64.7 / 63.9
Company / Sector avg.
G (Governance)
64.6 / 67.4
Company / Sector avg.
ESG Total
64.6 / 63.4
Company / Sector avg.
ESG Score History EDUCATION & TRAINING 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)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits