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Limoneira Company (LMNR)

USD13.72 +0.10 (+0.73%)
US NASDAQ Consumer Defensive Agricultural Farm Products
Address 1141 Cummings Road 93060
Santa Paula, CA, US
CEO Harold S. Edwards
IPO 2003-10-07
ISIN US5327461043

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Description

Limoneira Company operates as an agribusiness company in the United States and internationally. The company operates through four segments: Fresh Lemons, Lemon Packing, Avocados, and Other Agribusiness. It produces, processes, harvests, and packs oranges, specialty citrus, and wine grapes. The company also rents residential housing units and commercial office buildings, as well as leases land to third-party agricultural tenants. In addition, it is involved in the organic recycling operations; provision of farm management services; and development of land parcels, multi-family housing, and single-family homes. The company markets and sells its lemons directly to food service, wholesale, and retail customers; avocados, oranges, specialty citrus, and other crops to third-party packing houses; and wine grapes to wine producers. Limoneira Company was founded in 1893 and is headquartered in Santa Paula, California.

News Sentiment (7d)
66 Positive

Based on only 1 article — 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 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
USD13.72 +0.10 (+0.73%)
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Volume Profile
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Liquidity & share structure
Average Volume
93.9K
Beta
0.30
Float Shares
16.35M
Free Float %
90.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.29% +9.24% -0.08% -5.04% -13.03% +3.01% -17.08% -15.85% -31.49% -30.83% +126.26%
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 (13 ratings, all time) Buy
Price Targets & DCF
Current price
13.72
Low 18.00 +31.2%
Consensus 18.00 +31.2%
Median 18.00 +31.2%
High 18.00 +31.2%
Ratings Trend (MoM) 67% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 2 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
18.00
+31.2%
Last Quarter 1
18.00
+31.2%
Last Year 1
18.00
+31.2%
All Time 4
20.75
+51.2%
Quality scores
Altman Z-Score
0.91
Distress
Piotroski F-Score
2 / 9
Weak
MOAT Score
1 / 10
No MOAT
Composite Rating
C-
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
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Agricultural Farm Products: +8.2%
    -16.6% Q2'26: -31.9% (vs Q2'25)
  • EPS growth Agricultural Farm Products: +20.0%
    -332.5% Q2'26: -500.0% (vs Q2'25)
  • FCF margin FCF growth · Agricultural Farm Products: +43.8%
    -13.3% Q2'26: -39.5% (vs Q2'25)
  • EBIT margin Agricultural Farm Products: +8.1%
    -12.2% Q2'26: -113.0% (vs Q2'25)
  • ROIC Agricultural Farm Products: +6.0%
    -7.4% Q2'26: -33.8% (vs Q2'25)
  • Share dilution Agricultural Farm Products: +0.0%
    +0.7% Q2'26: +0.6% (vs Q2'25)
  • Debt / EBITDA Net debt/EBITDA · Agricultural Farm Products: 0.61×
    -7.69× Q2'26: -0.96× (vs Q2'25)
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 (0.30) × ERP
WACC = 76% × Ke + 24% × Kd (4.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 13.72
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 Oct 2015
actual
Oct 2016
actual
Oct 2017
actual
Oct 2018
actual
Oct 2019
actual
Oct 2020
actual
Oct 2021
actual
Oct 2022
actual
Oct 2023
actual
Oct 2024
actual
Oct 2025
actual
Oct 2026
2 Rev. Ana.
2 EPS Ana.
Oct 2027
2 Rev. Ana.
2 EPS Ana.
Revenue
100.31M
est: 99.01M (+1.3%)
111.79M
est: 107.19M (+4.3%)
121.31M
est: 120.96M (+0.3%)
129.39M
est: 130.35M (-0.7%)
171.40M
est: 166.40M (+3.0%)
164.56M
est: 163.99M (+0.3%)
166.03M
est: 159.05M (+4.4%)
184.61M
est: 178.38M (+3.5%)
179.90M
est: 178.27M (+0.9%)
191.50M
est: 190.05M (+0.8%)
159.72M
est: 152.25M (+4.9%)
128.07M
126.54M – 129.22M
-15.9% YoY
146.35M
144.61M – 147.67M
+14.3% YoY
EBITDA
8.77M
est: 5.43M (+61.4%)
14.53M
est: 5.88M (+147.0%)
18.51M
est: 6.64M (+178.8%)
18.46M
est: 7.15M (+158.1%)
4.20M
est: 9.13M (-54.0%)
-13.82M
est: 9.00M (-253.6%)
7.67M
est: 8.73M (-12.1%)
12.88M
est: 9.79M (+31.6%)
23.29M
est: 10.61M (+119.5%)
21.62M
est: 11.31M (+91.1%)
-9.69M
est: 9.06M (-206.9%)
7.62M
7.53M – 7.69M
-15.9% YoY
8.71M
8.61M – 8.79M
+14.3% YoY
EBIT
11.20M
est: -150.1K (+7,562.1%)
14.73M
est: -162.6K (+9,163.7%)
11.98M
est: -183.4K (+6,632.7%)
14.81M
est: -197.7K (+7,589.8%)
-4.43M
est: -252.4K (-1,655.1%)
-24.39M
est: -248.7K (-9,705.8%)
-2.66M
est: -241.2K (-1,003.6%)
2.64M
est: -270.5K (+1,075.9%)
13.86M
est: 671.3K (+1,964.5%)
12.51M
est: 715.6K (+1,647.8%)
-19.45M
est: 573.3K (-3,493.0%)
482.2K
476.5K – 486.6K
-15.9% YoY
551.1K
544.5K – 556.1K
+14.3% YoY
Net Income
7.08M
est: 5.09M (+39.1%)
8.06M
est: 8.28M (-2.7%)
6.60M
est: 7.20M (-8.5%)
20.19M
est: 21.48M (-6.0%)
-5.47M
est: -8.01M (+31.7%)
-17.94M
est: -8.64M (-107.7%)
-3.90M
est: -2.17M (-79.6%)
-474.0K
est: 590.5K (-180.3%)
9.40M
est: -2.14M (+538.8%)
7.72M
est: 11.21M (-31.2%)
-15.98M
est: -8.01M (-99.5%)
-5.93M
-6.01M – -5.85M
+25.9% YoY
9.14M
9.01M – 9.26M
+254.0% YoY
SGA
13.77M
est: 12.97M (+6.2%)
13.32M
est: 14.04M (-5.1%)
13.95M
est: 15.84M (-12.0%)
16.05M
est: 17.08M (-6.0%)
21.17M
est: 21.80M (-2.9%)
21.28M
est: 21.48M (-0.9%)
19.43M
est: 20.83M (-6.8%)
21.82M
est: 23.37M (-6.6%)
26.46M
est: 24.20M (+9.3%)
27.46M
est: 25.80M (+6.4%)
24.48M
est: 20.67M (+18.4%)
17.39M
17.18M – 17.55M
-15.9% YoY
19.87M
19.63M – 20.05M
+14.3% YoY
EPS
0.46
est: 0.29 (+60.0%)
0.52
est: 0.47 (+11.2%)
0.42
est: 0.41 (+3.3%)
1.30
est: 1.21 (+7.2%)
-0.31
est: -0.45 (+31.4%)
-1.02
est: -0.49 (-109.2%)
-0.22
est: -0.12 (-79.6%)
-0.03
est: 0.03 (-181.3%)
0.50
est: -0.12 (+512.0%)
0.40
est: 0.63 (-36.5%)
-0.93
est: -0.45 (-106.7%)
-0.33
-0.34 – -0.33
+25.9% YoY
0.51
0.51 – 0.52
+254.0% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-06-10 Lake Street Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-06-11 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-06-10 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-06-09 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-06-08 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-06-05 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-06-04 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-06-03 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-06-02 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-06-01 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-28 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-27 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-26 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-22 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-21 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-20 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-19 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-18 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-15 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-14 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-13 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-12 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-11 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-08 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-07 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-06 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-05 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-04 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-01 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-30 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-29 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-28 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-27 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-24 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-23 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-22 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-21 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-20 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-17 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-16 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-67.94M
OE per share TTM
-3.80
Owner's Yield
-29.13%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
120.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
122
Total invested
139.57M
Insider transactions (90d)
0
Beneficial owners (>5%)
11
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 CALAVO GROWERS INC. 1.73M 15.40% CO California 2011-02-14
2 (1) BlackRock, Inc. 1.23M 6.80% 1.20M 1.23M HC Delaware 2024-01-26
3 Peter J. Nolan 1.01M 5.60% 1.01M 1.01M IN 2023-10-06
4 Ashford Capital Management, Inc. 1.00M 5.61% 1.00M 1.00M IA Delaware 2020-02-10
5 77-0260692 1.00M 11.00% 1.00M 1.00M CO DELAWARE CORPORATION 2005-10-27
6 Old West Investment Management, LLC 952.3K 5.38% 952.3K 952.3K IA Delaware 2023-02-23
7 The Vanguard Group - 23-1945930 921.8K 5.17% 15.9K 901.3K 20.5K IA Pennsylvania 2021-02-10
8 Jennifer P. Talmadge 645.2K 5.80% 627.9K IN Citizenship or Place of Organization 2012-02-14
9 Jonathan M. Pinkerton 645.2K 5.80% 627.9K IN Citizenship or Place of Organization 2012-02-14
10 Allan M. Pinkerton 627.9K 5.60% 627.9K IN Citizenship or Place of Organization 2012-02-14
11 Capital Management, Inc. 292.6K 1.66% 292.6K 292.6K IA Delaware 2021-02-16

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
122
+10 vs prev Q
New positions
23
Closed positions
11
Increased
62
Reduced
30
Put/Call ratio
5.48
Calls held
13.0K
Puts held
71.2K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 53.8K +53.8K (+100.0%) 679.01M +679.0M (+100.0%) 0.30% +0.302 pp 0.33% +0.332 pp USD12.63 +0.0% 1 qtrs NEW
2 GLOBAL ALPHA CAPITAL MANAGEMENT LTD. 2.93M -258.6K (-8.1%) 36.95M -10.4M (-21.9%) 16.38% -1.464 pp 2.25% -0.450 pp USD17.33 -27.1% 43 qtrs
3 BLACKROCK, INC. 1.15M +983.0 (+0.1%) 14.58M -2.6M (-14.9%) 6.46% -0.001 pp 0.00% 0.000 pp USD26.42 -52.2% 6 qtrs
4 VANGUARD GROUP INC 968.0K +6.8K (+0.7%) 12.22M -2.1M (-14.4%) 5.42% +0.033 pp 0.00% +0.000 pp USD18.41 -31.4% 62 qtrs
5 DIMENSIONAL FUND ADVISORS LP 505.2K -62.4K (-11.0%) 6.38M -2.1M (-24.3%) 2.83% -0.346 pp 0.00% -0.001 pp USD21.65 -41.7% 51 qtrs
6 GEODE CAPITAL MANAGEMENT, LLC 399.7K -3.4K (-0.8%) 5.05M -940.4K (-15.7%) 2.24% -0.021 pp 0.00% 0.000 pp USD17.84 -29.2% 61 qtrs
7 STATE STREET CORP 328.0K -648.0 (-0.2%) 4.17M -715.2K (-14.7%) 1.84% -0.005 pp 0.00% +0.000 pp USD17.89 -29.4% 51 qtrs
8 GAMCO INVESTORS, INC. ET AL 272.2K +19.0K (+7.5%) 3.44M -323.5K (-8.6%) 1.52% +0.105 pp 0.03% -0.004 pp USD15.96 -20.9% 24 qtrs
9 RIVERWATER PARTNERS LLC 261.4K +17.4K (+7.1%) 3.30M -323.0K (-8.9%) 1.46% +0.096 pp 1.28% -0.227 pp USD19.48 -35.2% 17 qtrs
10 FIRST WILSHIRE SECURITIES MANAGEMENT INC 260.2K +3.9K (+1.5%) 3.28M -521.7K (-13.7%) 1.46% +0.020 pp 0.83% -0.187 pp USD16.08 -21.5% 51 qtrs
11 PEAPOD LANE CAPITAL LLC 208.5K +64.2K (+44.5%) 2.63M +489.0K (+22.8%) 1.17% +0.361 pp 2.24% +0.323 pp USD14.64 -13.7% 3 qtrs
12 QUINN OPPORTUNITY PARTNERS LLC 180.4K +— (+0.0%) 2.28M -401.3K (-15.0%) 1.01% +0.001 pp 0.10% -0.094 pp USD18.70 -32.5% 9 qtrs
13 GABELLI FUNDS LLC 149.5K +6.4K (+4.5%) 1.89M -237.6K (-11.2%) 0.84% +0.035 pp 0.01% -0.002 pp USD16.95 -25.5% 23 qtrs
14 NORTHERN TRUST CORP 133.1K -12.5K (-8.6%) 1.68M -482.0K (-22.3%) 0.75% -0.069 pp 0.00% 0.000 pp USD17.40 -27.4% 51 qtrs
15 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 109.5K +— (+0.0%) 1.38M -243.6K (-15.0%) 0.61% -0.001 pp 0.01% -0.001 pp USD16.67 -24.2% 36 qtrs
16 MORGAN STANLEY 108.4K +18.8K (+20.9%) 1.37M +37.4K (+2.8%) 0.61% +0.105 pp 0.00% +0.000 pp USD17.37 -27.3% 51 qtrs
17 WHITE PINE CAPITAL LLC 82.2K +17.2K (+26.5%) 1.04M +73.2K (+7.6%) 0.46% +0.096 pp 0.29% +0.009 pp USD15.33 -17.6% 26 qtrs
18 RATHBONES GROUP PLC 73.4K +— (+0.0%) 926.2K -163.2K (-15.0%) 0.41% 0.000 pp 0.00% -0.001 pp USD18.33 -31.1% 26 qtrs
19 D. E. SHAW & CO., INC. 63.4K +7.5K (+13.4%) 800.3K -29.6K (-3.6%) 0.36% +0.042 pp 0.00% +0.000 pp USD15.17 -16.7% 3 qtrs
20 SFE INVESTMENT COUNSEL 60.0K +— (+0.0%) 757.6K -133.5K (-15.0%) 0.34% +0.000 pp 0.12% -0.026 pp USD19.23 -34.3% 25 qtrs
21 ADVISORS ASSET MANAGEMENT, INC. 56.8K +1.8K (+3.3%) 717.0K -99.4K (-12.2%) 0.32% +0.010 pp 0.01% -0.002 pp USD19.45 -35.1% 10 qtrs
22 NUVEEN, LLC 54.4K +— (+0.0%) 686.2K -120.9K (-15.0%) 0.30% 0.000 pp 0.00% +0.000 pp USD17.72 -28.7% 4 qtrs
23 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 54.1K +4.3K (+8.6%) 683.6K -56.7K (-7.7%) 0.30% +0.024 pp 0.00% +0.000 pp USD15.47 -18.4% 11 qtrs
24 GOLDMAN SACHS GROUP INC 53.5K +6.0K (+12.6%) 675.6K -30.4K (-4.3%) 0.30% +0.033 pp 0.00% +0.000 pp USD20.11 -37.2% 12 qtrs
25 CITADEL ADVISORS LLC 45.5K -13.6K (-23.0%) 574.4K -303.2K (-34.5%) 0.25% -0.076 pp 0.00% +0.000 pp USD15.91 -20.6% 18 qtrs
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 42.5K +4.4K (+11.4%) 536.2K -29.9K (-5.3%) 0.24% +0.024 pp 0.00% +0.000 pp USD19.28 -34.5% 15 qtrs
27 BANK OF NEW YORK MELLON CORP 42.4K -75.4K (-64.0%) 535.0K -1.2M (-69.4%) 0.24% -0.422 pp 0.00% 0.000 pp USD16.58 -23.8% 63 qtrs
28 MUTUAL ADVISORS, LLC 40.0K +— (+0.0%) 505.0K -79.8K (-13.6%) 0.22% +0.000 pp 0.01% -0.002 pp USD19.21 -34.3% 25 qtrs
29 SOWELL FINANCIAL SERVICES LLC 39.2K +— (+0.0%) 494.4K -87.1K (-15.0%) 0.22% +0.000 pp 0.02% -0.004 pp USD24.46 -48.4% 5 qtrs
30 AMERICAN CENTURY COMPANIES INC 38.7K +417.0 (+1.1%) 488.4K -79.9K (-14.1%) 0.22% +0.003 pp 0.00% +0.000 pp USD19.57 -35.5% 10 qtrs
31 QUANTINNO CAPITAL MANAGEMENT LP 32.7K -6.0K (-15.5%) 413.3K -161.8K (-28.1%) 0.18% -0.033 pp 0.00% -0.001 pp USD15.13 -16.5% 3 qtrs
32 BARCLAYS PLC 29.3K +7.5K (+34.7%) 369.3K -206.0K (-35.8%) 0.16% +0.042 pp 0.00% 0.000 pp USD18.86 -33.0% 51 qtrs
33 QUBE RESEARCH & TECHNOLOGIES LTD 29.1K -37.5K (-56.3%) 367.7K -621.9K (-62.8%) 0.16% -0.210 pp 0.00% -0.001 pp USD15.99 -21.0% 4 qtrs
34 WELLS FARGO & COMPANY/MN 28.8K +6.1K (+26.8%) 363.3K +26.3K (+7.8%) 0.16% +0.034 pp 0.00% +0.000 pp USD16.41 -23.0% 49 qtrs
35 FULLER & THALER ASSET MANAGEMENT, INC. 28.7K +— (+0.0%) 362.7K -64.1K (-15.0%) 0.16% 0.000 pp 0.00% 0.000 pp USD15.45 -18.3% 47 qtrs
36 STRATOS WEALTH PARTNERS, LTD. 28.0K -1.9K (-6.3%) 353.7K -90.5K (-20.4%) 0.16% -0.010 pp 0.00% -0.001 pp USD15.74 -19.8% 12 qtrs
37 RUSSELL INVESTMENTS GROUP, LTD. 27.6K +2.0K (+7.9%) 349.0K -31.4K (-8.3%) 0.16% +0.012 pp 0.00% 0.000 pp USD15.77 -19.9% 12 qtrs
38 TWO SIGMA INVESTMENTS, LP 26.9K -10.0K (-27.1%) 339.7K -208.1K (-38.0%) 0.15% -0.056 pp 0.00% 0.000 pp USD15.29 -17.4% 3 qtrs
39 BAKER ELLIS ASSET MANAGEMENT LLC 25.3K -5.3K (-17.2%) 319.4K -134.3K (-29.6%) 0.14% -0.029 pp 0.04% -0.017 pp USD17.86 -29.3% 17 qtrs
40 FIRST INTERSTATE BANK 25.0K +— (+0.0%) 315.6K -55.6K (-15.0%) 0.14% +0.000 pp 0.02% -0.004 pp USD17.55 -28.0% 19 qtrs
41 EVERETT HARRIS & CO /CA/ 24.3K -2.2K (-8.2%) 307.4K -86.5K (-22.0%) 0.14% -0.012 pp 0.00% -0.001 pp USD21.95 -42.5% 61 qtrs
42 JANE STREET GROUP, LLC 22.0K +22.0K (+100.0%) 277.8K +277.8K (+100.0%) 0.12% +0.123 pp 0.00% +0.000 pp USD12.63 +0.0% 1 qtrs NEW
43 RHUMBLINE ADVISERS 20.9K -2.8K (-11.8%) 264.4K -88.0K (-25.0%) 0.12% -0.016 pp 0.00% 0.000 pp USD15.99 -21.0% 11 qtrs
44 INVESCO LTD. 20.2K -1.3K (-6.2%) 255.2K -64.8K (-20.2%) 0.11% -0.008 pp 0.00% +0.000 pp USD17.66 -28.5% 10 qtrs
45 TWO SIGMA ADVISERS, LP 20.0K -8.1K (-28.8%) 252.5K -164.8K (-39.5%) 0.11% -0.046 pp 0.00% 0.000 pp USD15.20 -16.9% 3 qtrs
46 POINT72 ASSET MANAGEMENT, L.P. 19.4K +19.4K (+100.0%) 244.3K +244.3K (+100.0%) 0.11% +0.109 pp 0.00% +0.000 pp USD12.63 +0.0% 1 qtrs NEW
47 JPMORGAN CHASE & CO 16.9K -4.5K (-20.9%) 213.5K -104.0K (-32.8%) 0.09% -0.025 pp 0.00% +0.000 pp USD17.87 -29.3% 33 qtrs
48 WHITTIER TRUST CO 16.4K -4.4K (-21.1%) 206.9K -106.5K (-34.0%) 0.09% -0.025 pp 0.00% -0.001 pp USD19.34 -34.7% 29 qtrs
49 BRIDGEWAY CAPITAL MANAGEMENT, LLC 15.8K +— (+0.0%) 199.5K -35.2K (-15.0%) 0.09% 0.000 pp 0.00% -0.001 pp USD14.85 -14.9% 2 qtrs
50 BANK OF AMERICA CORP /DE/ 15.7K +3.8K (+31.8%) 198.2K +21.4K (+12.1%) 0.09% +0.021 pp 0.00% +0.000 pp USD17.85 -29.2% 52 qtrs
51 AQR CAPITAL MANAGEMENT LLC 15.5K -8.8K (-36.3%) 195.3K -165.6K (-45.9%) 0.09% -0.049 pp 0.00% 0.000 pp USD15.26 -17.2% 3 qtrs
52 BYRNE ASSET MANAGEMENT LLC 12.7K +7.5K (+146.0%) 160.0K +83.5K (+109.1%) 0.07% +0.042 pp 0.09% +0.041 pp USD14.82 -14.8% 8 qtrs
53 HSBC HOLDINGS PLC 12.2K +12.2K (+100.0%) 154.3K +154.3K (+100.0%) 0.07% +0.069 pp 0.00% +0.000 pp USD12.63 +0.0% 1 qtrs NEW
54 PARVIN ASSET MANAGEMENT, LLC 12.1K -500.0 (-4.0%) 152.1K -34.2K (-18.4%) 0.07% -0.003 pp 0.12% -0.042 pp USD24.46 -48.4% 5 qtrs
55 ENTRYPOINT CAPITAL, LLC 11.9K +11.9K (+100.0%) 150.0K +150.0K (+100.0%) 0.07% +0.067 pp 0.06% +0.059 pp USD12.63 +0.0% 1 qtrs NEW
56 UBS GROUP AG 11.8K -6.5K (-35.7%) 148.8K -123.4K (-45.3%) 0.07% -0.037 pp 0.00% +0.000 pp USD21.99 -42.6% 45 qtrs
57 ASHTON THOMAS PRIVATE WEALTH, LLC 11.2K +— (+0.0%) 141.9K -24.0K (-14.5%) 0.06% +0.000 pp 0.00% -0.001 pp USD19.23 -34.3% 25 qtrs
58 METLIFE INVESTMENT MANAGEMENT, LLC 9.8K +3.0K (+45.0%) 123.3K +23.3K (+23.2%) 0.05% +0.017 pp 0.00% +0.000 pp USD14.96 -15.6% 11 qtrs
59 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 7.7K -95.0 (-1.2%) 97.1K -18.5K (-16.0%) 0.04% -0.001 pp 0.00% +0.000 pp USD21.02 -39.9% 7 qtrs
60 FMR LLC 6.5K +5.8K (+781.8%) 82.1K +71.1K (+649.8%) 0.04% +0.032 pp 0.00% +0.000 pp USD13.14 -3.9% 16 qtrs
61 BNP PARIBAS ARBITRAGE, SNC 5.2K +1.9K (+56.6%) 65.3K +16.3K (+33.2%) 0.03% +0.010 pp 0.00% +0.000 pp USD15.11 -16.4% 46 qtrs
62 SIMPLEX TRADING, LLC 5.1K +5.0K (+3,808.5%) 64.1K +63.1K (+6,314.7%) 0.03% +0.028 pp 0.00% +0.000 pp USD12.69 -0.5% 2 qtrs
63 MCILRATH & ECK, LLC 4.9K +— (+0.0%) 61.5K -10.8K (-15.0%) 0.03% +0.000 pp 0.01% -0.002 pp USD17.54 -28.0% 20 qtrs
64 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 3.6K +— (+0.0%) 45.5K -8.0K (-15.0%) 0.02% +0.000 pp 0.00% 0.000 pp USD24.46 -48.4% 5 qtrs
65 VAN ECK ASSOCIATES CORP 2.9K +307.0 (+11.9%) 36.0K -2.0K (-5.3%) 0.02% +0.002 pp 0.00% +0.000 pp USD17.89 -29.4% 11 qtrs
66 TRUST CO OF VERMONT 1.7K +910.0 (+113.8%) 21.6K +9.7K (+81.7%) 0.01% +0.005 pp 0.00% +0.000 pp USD13.89 -9.1% 3 qtrs
67 LEGAL & GENERAL GROUP PLC 1.5K +— (+0.0%) 18.5K -3.3K (-15.0%) 0.01% +0.000 pp 0.00% +0.000 pp USD15.56 -18.8% 11 qtrs
68 AMERITAS INVESTMENT PARTNERS, INC. 1.4K +— (+0.0%) 18.3K -3.2K (-15.0%) 0.01% +0.000 pp 0.00% 0.000 pp USD15.56 -18.8% 11 qtrs
69 PNC FINANCIAL SERVICES GROUP, INC. 1.3K -1.7K (-56.8%) 16.4K -28.4K (-63.3%) 0.01% -0.010 pp 0.00% +0.000 pp USD19.98 -36.8% 31 qtrs
70 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 1.2K +1.2K (+100.0%) 15.0K +15.0K (+100.0%) 0.01% +0.007 pp 0.00% +0.000 pp USD12.63 +0.0% 1 qtrs NEW
71 COVESTOR LTD 1.1K -5.1K (-82.9%) 13.0K -79.0K (-85.9%) 0.01% -0.029 pp 0.01% -0.044 pp USD23.64 -46.6% 9 qtrs
72 CWM, LLC 1.0K -1.4K (-57.9%) 13.0K -23.0K (-63.9%) 0.01% -0.008 pp 0.00% 0.000 pp USD15.35 -17.7% 17 qtrs
73 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1.0K -13.0 (-1.3%) 12.9K -2.5K (-16.0%) 0.01% 0.000 pp 0.00% +0.000 pp USD14.85 -14.9% 11 qtrs
74 WHITTIER TRUST CO OF NEVADA INC 1.0K +— (+0.0%) 12.6K -2.5K (-16.3%) 0.01% +0.000 pp 0.00% 0.000 pp USD19.55 -35.4% 29 qtrs
75 STERLING CAPITAL MANAGEMENT LLC 960.00 -189.0 (-16.4%) 12.1K -4.9K (-29.0%) 0.01% -0.001 pp 0.00% 0.000 pp USD17.41 -27.5% 6 qtrs
76 ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC 937.00 +— (+0.0%) 11.9K -2.0K (-14.5%) 0.01% +0.000 pp 0.00% -0.001 pp USD19.41 -34.9% 8 qtrs
77 TOWER RESEARCH CAPITAL LLC (TRC) 886.00 +70.0 (+8.6%) 11.2K -932.0 (-7.7%) 0.01% +0.000 pp 0.00% 0.000 pp USD23.40 -46.0% 26 qtrs
78 NISA INVESTMENT ADVISORS, LLC 784.00 -239.0 (-23.4%) 10.0K -5.2K (-34.5%) 0.00% -0.001 pp 0.00% +0.000 pp USD17.49 -27.8% 10 qtrs
79 NEW YORK STATE COMMON RETIREMENT FUND 748.00 +— (+0.0%) 9.4K -1.7K (-15.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD15.56 -18.8% 11 qtrs
80 ROYAL BANK OF CANADA 677.00 -20.0K (-96.7%) 9.0K -298.0K (-97.1%) 0.00% -0.112 pp 0.00% +0.000 pp USD16.54 -23.6% 50 qtrs
81 ADVISOR GROUP HOLDINGS, INC. 625.00 -18.0 (-2.8%) 7.9K -1.7K (-18.1%) 0.00% 0.000 pp 0.00% +0.000 pp USD15.63 -19.2% 24 qtrs
82 SRS CAPITAL ADVISORS, INC. 567.00 -1.7K (-75.3%) 7.2K -26.9K (-79.0%) 0.00% -0.010 pp 0.00% 0.000 pp USD15.08 -16.2% 3 qtrs
83 AMALGAMATED BANK 523.00 -67.0 (-11.4%) 7.0K -2.0K (-22.2%) 0.00% 0.000 pp 0.00% +0.000 pp USD15.56 -18.8% 11 qtrs
84 ANCORA ADVISORS, LLC 500.00 +— (+0.0%) 6.3K -1.1K (-15.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.85 -14.9% 2 qtrs
85 CITIGROUP INC 377.00 +184.0 (+95.3%) 4.8K +1.9K (+66.1%) 0.00% +0.001 pp 0.00% +0.000 pp USD18.75 -32.6% 49 qtrs
86 MASSMUTUAL TRUST CO FSB/ADV 363.00 +283.0 (+353.8%) 4.6K +3.4K (+285.8%) 0.00% +0.002 pp 0.00% +0.000 pp USD13.29 -5.0% 3 qtrs
87 OPTIVER HOLDING B.V. 272.00 +— (+0.0%) 3.4K -605.0 (-15.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.85 -14.9% 2 qtrs
88 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 135.00 -349.0 (-72.1%) 1.7K -5.5K (-76.3%) 0.00% -0.002 pp 0.00% +0.000 pp USD23.64 -46.6% 6 qtrs
89 VERSANT CAPITAL MANAGEMENT, INC 104.00 +104.0 (+100.0%) 1.3K +1.3K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD12.63 +0.0% 1 qtrs NEW
90 AVION WEALTH 100.00 +— (+0.0%) 1.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD13.10 -3.6% 24 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 54 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Acuitas Small Cap Active ETF AIMS 0.43% 321.8K 0.75%
2 Innovator U.S. Small Cap Managed Floor ETF RFLR 0.15% 135.1K 0.89%
3 iShares Micro-Cap ETF IWC 0.05% 750.8K 0.60%
4 iShares Russell 2000 Value ETF IWN 0.02% 2.22M 0.24%
5 Avantis U.S. Small Cap Equity ETF AVSC 0.02% 454.6K 0.25%
6 Vanguard Russell 2000 Value ETF VTWV 0.01% 169.0K 0.06%
7 State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L 0.01% 589.0K 0.30%
8 U.S. Micro Cap Portfolio ETF DFMC 0.01% 779.6K 0.43%
9 Global X - Russell 2000 ETF RSSL 0.01% 104.2K 0.08%
10 Invesco Russell 2000 UCITS ETF RTYS.L 0.01% 22.5K 0.25%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.50
Neutral
Ratio by volume
1.33
Neutral
Buys
2
Sells
4
Shares acquired
56.5K
Shares disposed
42.4K
Cash buys
Cash sales
Net activity
+14,075
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
2025-11-17 PALAMOUNTAIN MARK Officer A-Award A Common Stock 18,825 0.00 113,286 D
2025-11-17 Edwards Harold S Director / Officer A-Award A Common Stock 37,651 0.00 253,130 D
2025-10-31 PALAMOUNTAIN MARK Officer F-InKind D Common Stock 5,822 14.13 82.3K 94,461 D
2025-10-31 Edwards Harold S Director / Officer F-InKind D Common Stock 9,811 14.13 138.6K 215,479 D
2025-06-05 PALAMOUNTAIN MARK Officer F-InKind D Common Stock 5,375 15.08 81.1K 100,283 D
2025-06-05 Edwards Harold S Director / Officer F-InKind D Common Stock 10,958 15.08 165.2K 225,290 D
2025-04-09 TERRY EDGAR A. Director A-Award A Common Stock 5,090 0.00 26,275 I
2025-04-09 Slater Scott S Director A-Award A Common Stock 5,090 0.00 59,447 D
2025-04-09 NOLAN PETER J Director A-Award D Common Stock 5,090 0.00 1,113,862 D
2025-04-09 Mora Elizabeth Director A-Award D Common Stock 5,090 0.00 17,535 D
2025-04-09 Kimball Gordon E Director A-Award A Common Stock 5,090 0.00 54,543 I
2025-04-09 Carbone Barbara Director A-Award D Common Stock 5,090 0.00 12,978 D
2024-12-20 PALAMOUNTAIN MARK Officer F-InKind D Common Stock 5,727 26.30 150.6K 104,766 D
2024-12-20 Edwards Harold S Director / Officer F-InKind D Common Stock 9,061 26.30 238.3K 234,762 D
2024-12-18 PALAMOUNTAIN MARK Officer F-InKind D Common Stock 2,615 25.36 66.3K 116,452 D
2024-12-18 Edwards Harold S Director / Officer F-InKind D Common Stock 4,037 25.36 102.4K 254,162 D
2024-11-01 PALAMOUNTAIN MARK Officer A-Award A Common Stock 9,789 0.00 119,067 D
2024-11-01 Edwards Harold S Director / Officer A-Award A Common Stock 19,577 0.00 258,199 D
2024-10-31 PALAMOUNTAIN MARK Officer F-InKind D Common Stock 5,824 25.64 149.3K 109,278 D
2024-10-31 Edwards Harold S Director / Officer F-InKind D Common Stock 11,717 25.64 300.4K 238,622 D
2024-06-06 PALAMOUNTAIN MARK Officer A-Award A Common Stock 12,278 20.36 250.0K 115,102
2024-06-06 Edwards Harold S Director / Officer A-Award A Common Stock 20,463 20.36 416.6K 250,339
2024-03-26 TERRY EDGAR A. Director A-Award A Common Stock 4,413 0.00 21,185
2024-03-26 Slater Scott S Director A-Award A Common Stock 4,413 0.00 54,357
2024-03-26 NOLAN PETER J Director A-Award A Common Stock 4,413 0.00 1,108,772
2024-03-26 Mora Elizabeth Director A-Award A Common Stock 4,413 0.00 12,445
2024-03-26 Kimball Gordon E Director / Officer A-Award A Common Stock 4,413 0.00 49,453
2024-03-26 Carbone Barbara Director A-Award A Common Stock 4,413 0.00 7,888
2024-03-07 PALAMOUNTAIN MARK Officer F-InKind A Common Stock 16,133 18.18 293.3K 102,824
2024-03-07 Edwards Harold S Director / Officer F-InKind A Common Stock 34,210 18.18 621.9K 229,876
2024-01-02 NOLAN PETER J Director A-Award D Common Stock 609 0.00 1,104,359
2024-01-01 NOLAN PETER J Director D Common Stock 0 0.00 1,103,750
2023-12-20 PALAMOUNTAIN MARK Officer F-InKind D Common Stock 14,610 18.94 276.7K 118,957
2023-12-20 Edwards Harold S Director / Officer F-InKind D Common Stock 12,712 18.94 240.8K 264,086
2023-12-18 PALAMOUNTAIN MARK Officer A-Award A Common Stock 3,807 0.00 133,567
2023-12-18 Edwards Harold S Director / Officer A-Award A Common Stock 6,362 0.00 276,798
2023-11-01 PALAMOUNTAIN MARK Officer A-Award A Common Stock 17,693 14.13 250.0K 122,409
2023-11-01 Edwards Harold S Director / Officer A-Award A Common Stock 35,385 14.13 500.0K 257,848
2023-10-31 PALAMOUNTAIN MARK Officer F-InKind D Common Stock 11,666 14.29 166.7K 104,716
2023-10-31 Edwards Harold S Director / Officer F-InKind D Common Stock 23,333 14.29 333.4K 222,463
2023-06-29 PALAMOUNTAIN MARK Officer S-Sale D Common Stock 500 15.37 7.7K 116,382
2023-06-29 Edwards Harold S Director / Officer S-Sale D Common Stock 1,000 15.39 15.4K 245,796
2023-05-30 PALAMOUNTAIN MARK Officer S-Sale D Common Stock 500 16.23 8.1K 116,882
2023-05-30 Edwards Harold S Director / Officer S-Sale D Common Stock 1,000 16.25 16.3K 246,796
2023-05-01 PALAMOUNTAIN MARK Officer S-Sale D Common Stock 500 16.97 8.5K 117,382
2023-05-01 Edwards Harold S Director / Officer S-Sale D Common Stock 1,000 16.98 17.0K 247,796
2023-03-29 PALAMOUNTAIN MARK Officer S-Sale D Common Stock 500 16.33 8.2K 117,882
2023-03-29 Edwards Harold S Director / Officer S-Sale D Common Stock 1,000 16.32 16.3K 248,796
2023-03-22 TERRY EDGAR A. Director A-Award A Common Stock 3,846 0.00 16,772
2023-03-22 Slater Scott S Director A-Award A Common Stock 5,250 0.00 49,944
2023-03-22 Carbone Barbara Director A-Award D Common Stock 3,475 0.00 3,475
2023-03-22 CHESS ELIZABETH BLANCHARD Director A-Award A Common Stock 3,283 0.00 8,821
2023-03-20 Slater Scott S Director P-Purchase A Common Stock 3,155 15.85 50.0K 44,694
2023-03-15 Slater Scott S Director P-Purchase A Common Stock 3,187 15.69 50.0K 41,539
2023-03-07 PALAMOUNTAIN MARK Officer A-Award A Common Stock 38,119 0.00 118,382
2023-03-07 Edwards Harold S Director / Officer A-Award A Common Stock 63,532 0.00 249,796
2023-02-28 PALAMOUNTAIN MARK Officer S-Sale D Common Stock 500 15.42 7.7K 80,263
2023-02-28 Edwards Harold S Director / Officer S-Sale D Common Stock 1,000 15.41 15.4K 186,264
2023-02-22 PALAMOUNTAIN MARK Officer S-Sale D Common Stock 3,500 15.06 52.7K 80,763
2023-02-22 Edwards Harold S Director / Officer S-Sale D Common Stock 7,000 15.05 105.4K 187,264
2022-12-20 PALAMOUNTAIN MARK Officer A-Award A Common Stock 6,790 0.00 84,263
2022-12-20 Edwards Harold S Officer A-Award A Common Stock 30,000 0.00 165,701
2022-11-01 Carbone Barbara Director 0 0.00 0
2022-10-31 PALAMOUNTAIN MARK Officer F-InKind D Common Stock 8,551 11.93 102.0K 45,794
2022-10-31 Edwards Harold S Officer F-InKind D Common Stock 23,382 11.93 278.9K 135,701
2022-06-28 PALAMOUNTAIN MARK Officer S-Sale D Common Stock 4,000 14.33 57.3K 54,345
2022-03-22 TERRY EDGAR A. Director A-Award A Common Stock 4,456 0.00 12,926
2022-03-22 Slater Scott S Director A-Award A Common Stock 8,289 0.00 38,352
2022-03-22 Sawyer Robert M Director A-Award D Common Stock 3,895 0.00 72,823
2022-03-22 Rudkin Donald R Director A-Award A Common Stock 4,408 0.00 7,037
2022-03-22 Mora Elizabeth Director A-Award D Common Stock 4,125 0.00 4,125
2022-03-22 Merriman John W.H. Director A-Award D Common Stock 3,900 0.00 4,043
2022-03-22 Loza Jose De Jesus Director A-Award A Common Stock 7,646 0.00 421,377
2022-03-22 Kimball Gordon E Officer A-Award A Common Stock 5,646 0.00 41,965
2022-03-22 Fukutomi Amy Officer A-Award A Common Stock 2,952 0.00 5,326
2022-03-22 CHESS ELIZABETH BLANCHARD Director A-Award A Common Stock 3,914 0.00 5,538
2022-03-15 Loza Jose De Jesus Director P-Purchase A Common Stock 20,000 12.76 255.2K 413,731
2022-03-14 Loza Jose De Jesus Director P-Purchase A Common Stock 41,300 12.78 527.9K 435,031
2022-02-17 Sawyer Robert M Director G-Gift D Common Stock 255 0.00 68,928
2022-02-01 Teague Alex M Officer F-InKind D Common Stock 12,718 14.69 186.8K 149,471
2022-01-18 PALAMOUNTAIN MARK Officer S-Sale D Common Stock 4,823 15.07 72.7K 58,345
2022-01-18 Loza Jose De Jesus Director P-Purchase A Common Stock 8,791 15.02 132.0K 372,431
2022-01-14 Teague Alex M Officer S-Sale D Common Stock 1,500 15.01 22.5K 177,189
2022-01-11 Rudkin Donald R Director S-Sale D Common Stock 11,648 16.01 186.5K 2,629
2021-12-13 Teague Alex M Officer A-Award A Common Stock 15,000 0.00 126,492
2021-12-13 PALAMOUNTAIN MARK Officer A-Award A Common Stock 15,000 0.00 63,168
2021-12-13 Edwards Harold S Director / Officer A-Award A Common Stock 30,000 0.00 159,083
2021-11-30 Sawyer Robert M Director G-Gift D Common Stock 125 0.00 69,183
2021-11-01 Teague Alex M Officer F-InKind D Common Stock 12,325 16.25 200.3K 111,492
2021-11-01 PALAMOUNTAIN MARK Officer F-InKind D Common Stock 10,219 16.25 166.1K 48,168
2021-11-01 Mora Elizabeth Director 0 0.00 0
2021-11-01 Edwards Harold S Director / Officer F-InKind D Common Stock 27,528 16.25 447.3K 129,083
2021-10-06 Loza Jose De Jesus Director P-Purchase A Common Stock 10,000 15.65 156.5K 363,640
2021-09-24 Loza Jose De Jesus Director P-Purchase A Common Stock 1,469 15.31 22.5K 353,640
2021-09-21 Loza Jose De Jesus Director P-Purchase A Common Stock 2,530 15.21 38.5K 352,171
2021-09-20 Loza Jose De Jesus Director P-Purchase A Common Stock 5,000 15.05 75.3K 349,641
2021-09-16 Loza Jose De Jesus Director P-Purchase A Common Stock 2,617 15.18 39.7K 344,641
2021-09-15 Loza Jose De Jesus Director P-Purchase A Common Stock 5,000 15.16 75.8K 342,024
2021-09-14 Loza Jose De Jesus Director P-Purchase A Common Stock 10,000 14.94 149.4K 337,024
2021-09-13 Loza Jose De Jesus Director P-Purchase A Common Stock 5,708 15.35 87.6K 327,024
2021-09-10 Loza Jose De Jesus Director P-Purchase A Common Stock 3,222 15.60 50.3K 321,316
2021-08-16 PALAMOUNTAIN MARK Officer S-Sale D Common Stock 650 17.11 11.1K 58,387
2021-08-16 Edwards Harold S Director / Officer S-Sale D Common Stock 1,000 17.05 17.0K 156,611
2021-07-16 PALAMOUNTAIN MARK Officer S-Sale D Common Stock 650 17.94 11.7K 59,037
2021-07-16 Edwards Harold S Director / Officer S-Sale D Common Stock 1,000 17.96 18.0K 157,611
2021-07-13 Loza Jose De Jesus Director P-Purchase A Common Stock 966 17.38 16.8K 318,094
2021-06-22 CHESS ELIZABETH BLANCHARD Director S-Sale D Common Stock 1,431 18.18 26.0K 1,624
2021-06-16 PALAMOUNTAIN MARK Officer S-Sale D Common Stock 650 18.77 12.2K 59,687
2021-06-16 Edwards Harold S Director / Officer S-Sale D Common Stock 1,000 18.76 18.8K 158,611
2021-06-11 Merriman John W.H. Director S-Sale D Common Stock 1,988 18.91 37.6K 143
2021-06-10 Merriman John W.H. Director S-Sale D Common Stock 512 19.60 10.0K 2,131
2021-05-24 CHESS ELIZABETH BLANCHARD Director S-Sale D Common Stock 1,423 18.55 26.4K 3,047
2021-05-17 PALAMOUNTAIN MARK Officer S-Sale D Common Stock 650 18.83 12.2K 60,337
2021-05-17 Edwards Harold S Director / Officer S-Sale D Common Stock 1,000 18.88 18.9K 159,611
2021-04-22 CHESS ELIZABETH BLANCHARD Director S-Sale D Common Stock 1,423 17.24 24.5K 4,470
2021-04-16 PALAMOUNTAIN MARK Officer S-Sale D Common Stock 650 17.46 11.4K 60,987
2021-04-16 Edwards Harold S Director / Officer S-Sale D Common Stock 1,000 17.47 17.5K 160,611
2021-03-23 Loza Jose De Jesus Director P-Purchase A Common Stock 10,000 16.25 162.5K 317,128
2021-03-22 Loza Jose De Jesus Director P-Purchase A Common Stock 10,000 17.06 170.6K 297,128
2021-03-22 CHESS ELIZABETH BLANCHARD Director S-Sale D Common Stock 1,423 17.08 24.3K 5,893
2021-03-19 Loza Jose De Jesus Director P-Purchase A Common Stock 12,560 17.28 217.1K 287,128
2021-03-17 Loza Jose De Jesus Director P-Purchase A Common Stock 10,790 17.35 187.2K 274,568
2021-03-16 Loza Jose De Jesus Director P-Purchase A Common Stock 210 17.60 3.7K 263,778
2021-03-15 PALAMOUNTAIN MARK Officer S-Sale D Common Stock 850 18.55 15.8K 61,637
2021-03-15 Loza Jose De Jesus Director P-Purchase A Common Stock 7,500 18.38 137.8K 263,568
2021-03-15 Edwards Harold S Director / Officer S-Sale D Common Stock 1,000 18.55 18.6K 161,611
2021-03-05 PALAMOUNTAIN MARK Officer S-Sale D Common Stock 650 17.00 11.1K 62,487
2021-03-05 Edwards Harold S Director / Officer S-Sale D Common Stock 1,000 17.00 17.0K 162,611
2021-03-05 CHESS ELIZABETH BLANCHARD Director S-Sale D Common Stock 1,423 17.00 24.2K 7,316
2021-01-26 TERRY EDGAR A. Director A-Award A Common Stock 2,568 0.00 8,470
2021-01-26 Slater Scott S Director A-Award A Common Stock 5,246 0.00 30,063
2021-01-26 Sawyer Robert M Director A-Award A Common Stock 3,163 0.00 69,308
2021-01-26 Rudkin Donald R Director A-Award A Common Stock 2,629 0.00 14,277
2021-01-26 Merriman John W.H. Director A-Award A Common Stock 2,543 0.00 2,643
2021-01-26 Loza Jose De Jesus Director A-Award A Common Stock 5,864 0.00 256,068
2021-01-26 Kimball Gordon E Director / Officer A-Award A Common Stock 3,333 0.00 36,319
2021-01-26 Fukutomi Amy Director / Officer A-Award A Common Stock 2,374 0.00 2,374
2021-01-26 CHESS ELIZABETH BLANCHARD Director A-Award A Common Stock 2,469 0.00 8,739
2021-01-25 PALAMOUNTAIN MARK Officer S-Sale D Common Stock 650 17.01 11.1K 63,137
2021-01-25 Edwards Harold S Director / Officer S-Sale D Common Stock 1,000 17.01 17.0K 163,611
2021-01-19 Sawyer Robert M Director S-Sale D Common Stock 1,625 15.31 24.9K 54,685
2020-12-23 PALAMOUNTAIN MARK Officer S-Sale D Common Stock 5,850 17.00 99.5K 63,787
2020-12-23 Edwards Harold S Director / Officer S-Sale D Common Stock 9,000 17.00 153.0K 164,611
2020-12-21 Teague Alex M Officer F-InKind D Common Stock 1,565 15.65 24.5K 123,817
2020-12-21 PALAMOUNTAIN MARK Officer F-InKind D Common Stock 1,201 15.65 18.8K 69,637
2020-12-21 Edwards Harold S Director / Officer F-InKind D Common Stock 4,706 15.65 73.6K 173,611
2020-12-14 Teague Alex M Officer A-Award A Common Stock 20,000 0.00 125,382
2020-12-14 PALAMOUNTAIN MARK Officer A-Award A Common Stock 20,000 0.00 70,838
2020-12-14 Edwards Harold S Director / Officer A-Award A Common Stock 40,000 0.00 179,811
2020-11-02 Teague Alex M Officer F-InKind D Common Stock 8,494 13.84 117.6K 105,382
2020-11-02 PALAMOUNTAIN MARK Officer F-InKind D Common Stock 7,839 13.84 108.5K 50,838
2020-11-02 Edwards Harold S Director / Officer F-InKind D Common Stock 17,334 13.84 239.9K 139,811
2020-10-31 Teague Alex M Officer F-InKind D Common Stock 8,494 13.84 117.6K 105,382
2020-10-31 PALAMOUNTAIN MARK Officer F-InKind D Common Stock 7,839 13.84 108.5K 50,838
2020-10-31 Edwards Harold S Director / Officer F-InKind D Common Stock 17,334 13.84 239.9K 139,811
2020-10-27 Loza Jose De Jesus Director D Common Stock 0 0.00 250,204
2020-10-27 Fukutomi Amy Director / Officer 0 0.00 0
2020-09-14 PALAMOUNTAIN MARK Officer S-Sale D Common Stock 2,063 15.81 32.6K 58,677
2020-07-14 Merriman John W.H. Director S-Sale D Common Stock 1,310 13.25 17.4K 100
2020-06-15 Merriman John W.H. Director S-Sale D Common Stock 723 14.14 10.2K 1,410
2020-03-13 Teague Alex M Officer A-Award A Common Stock 1,663 12.84 21.4K 113,876
2020-03-13 TERRY EDGAR A. Director A-Award A Common Stock 620 12.27 7.6K 5,902
2020-03-13 PALAMOUNTAIN MARK Officer P-Purchase A Common Stock 2,000 12.41 24.8K 61,440
2020-03-13 Kimball Gordon E Director / Officer A-Award A Common Stock 3,000 12.29 36.9K 3,490
2020-02-18 PALAMOUNTAIN MARK Officer S-Sale D Common Stock 500 21.29 10.6K 59,440
2020-02-18 Edwards Harold S Director / Officer S-Sale D Common Stock 1,000 21.29 21.3K 157,145
2020-02-18 CHESS ELIZABETH BLANCHARD Director S-Sale D Common Stock 423 21.30 9.0K 6,270
2020-01-28 TERRY EDGAR A. Director A-Award A Common Stock 2,031 0.00 5,282
2020-01-28 Slater Scott S Director A-Award A Common Stock 4,284 0.00 24,817
2020-01-28 Sawyer Robert M Director A-Award A Common Stock 2,484 0.00 66,145
2020-01-28 Rudkin Donald R Director A-Award A Common Stock 2,210 0.00 11,648
2020-01-28 Merriman John W.H. Director A-Award A Common Stock 2,033 0.00 2,133
2020-01-28 Kimball Gordon E Director / Officer A-Award A Common Stock 2,801 0.00 32,986
2020-01-28 CHESS ELIZABETH BLANCHARD Director A-Award A Common Stock 1,998 0.00 6,693
2020-01-15 Sawyer Robert M Director S-Sale D Common Stock 1,200 19.93 23.9K 56,310
2020-01-15 PALAMOUNTAIN MARK Officer S-Sale D Common Stock 500 20.16 10.1K 59,940
2020-01-15 Edwards Harold S Director / Officer S-Sale D Common Stock 1,000 20.23 20.2K 158,145
2019-12-20 Teague Alex M Officer A-Award A Common Stock 20,000 0.00 112,213
2019-12-20 PALAMOUNTAIN MARK Officer A-Award A Common Stock 20,000 0.00 60,440
2019-12-20 Edwards Harold S Director / Officer A-Award A Common Stock 40,000 0.00 159,145
2019-12-16 PALAMOUNTAIN MARK Officer S-Sale D Common Stock 500 20.12 10.1K 41,759
2019-12-16 Edwards Harold S Director / Officer S-Sale D Common Stock 1,000 20.12 20.1K 122,079
2019-12-04 PALAMOUNTAIN MARK Officer S-Sale D Common Stock 750 20.10 15.1K 42,259
2019-12-04 Edwards Harold S Director / Officer S-Sale D Common Stock 1,850 20.11 37.2K 123,079
2019-12-03 PALAMOUNTAIN MARK Officer S-Sale D Common Stock 150 20.00 3.0K 43,009
2019-12-03 Edwards Harold S Director / Officer S-Sale D Common Stock 150 20.00 3.0K 124,929
2019-12-02 PALAMOUNTAIN MARK Officer S-Sale D Common Stock 100 20.00 2.0K 43,159
2019-10-31 Teague Alex M Officer F-InKind D Common Stock 3,439 18.92 65.1K 94,046
2019-10-31 PALAMOUNTAIN MARK Officer F-InKind D Common Stock 3,439 18.92 65.1K 43,259
2019-10-31 Edwards Harold S Director / Officer F-InKind D Common Stock 6,878 18.92 130.1K 125,079
2019-09-16 PALAMOUNTAIN MARK Officer S-Sale D Common Stock 500 20.20 10.1K 46,698
2019-09-16 Edwards Harold S Director / Officer S-Sale D Common Stock 1,000 20.21 20.2K 131,957
2019-09-11 PALAMOUNTAIN MARK Officer S-Sale D Common Stock 500 20.00 10.0K 47,198
2019-09-11 Edwards Harold S Officer S-Sale D Common Stock 1,000 20.00 20.0K 132,957
2019-07-31 PALAMOUNTAIN MARK Officer S-Sale D Common Stock 500 20.13 10.1K 47,698
2019-07-31 Edwards Harold S Director / Officer S-Sale D Common Stock 1,000 20.14 20.1K 133,957
2019-06-21 Teague Alex M Officer P-Purchase A Common Stock 500 19.70 9.8K 97,485
2019-06-17 PALAMOUNTAIN MARK Officer S-Sale D Common Stock 500 20.00 10.0K 48,198
2019-06-17 Edwards Harold S Director / Officer S-Sale D Common Stock 1,000 20.01 20.0K 134,957
2019-06-12 Merriman John W.H. Director S-Sale D Common Stock 100 20.77 2.1K 100

Executive team

Top executives
EBIT / Employee
-101.8K
Shares Outstanding
18.11M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2021 Harold Edwards, President and Chief Executive Officer 639.6K 610.4K 69.6K 1.32M 46.25%
2 2021 Alex Teague, Chief Operating Officer and Senior Vice President 431.6K 305.2K 76.3K 813.1K 37.54%
3 2021 Mark Palamountain, Chief Financial Officer, Treasurer and Corporate Secretary 364.0K 305.2K 41.5K 710.7K 42.95%
4 2020 Harold Edwards, President and Chief Executive Officer 662.9K 754.8K 69.1K 1.49M 50.77%
5 2020 Alex Teague, Chief Operating Officer and Senior Vice President 446.9K 377.4K 72.8K 897.2K 42.07%
6 2020 Mark Palamountain, Chief Financial Officer, Treasurer and Corporate Secretary 376.9K 377.4K 40.4K 794.7K 47.49%
7 2019 Harold Edwards, President and Chief Executive Officer 615.4K 970.0K 58.4K 1.64M 59.01%
8 2019 Alex Teague, Senior Vice President 415.1K 516.5K 67.5K 999.1K 51.70%
9 2019 Alex Teague, Chief Operating Officer and Senior Vice President 415.1K 516.5K 67.5K 999.1K 51.70%
10 2019 Mark Palamountain, Chief Financial Officer, Treasurer and Corporate Secretary 347.8K 486.8K 37.2K 871.8K 55.84%
11 2018 Harold Edwards, President and Chief Executive Officer 588.0K 1.06M 141.1K 24.8K 1.82M 58.57%
12 2018 Alex Teague, Senior Vice President 400.0K 563.5K 95.8K 23.8K 1.08M 52.03%
13 2018 Alex Teague, Chief Operating Officer and Senior Vice President 400.0K 563.5K 95.8K 23.8K 1.08M 52.03%
14 2018 Mark Palamountain, Chief Financial Officer, Treasurer and Corporate Secretary 300.0K 533.8K 72.0K 23.8K 929.6K 57.42%
15 2018 Joseph Rumley, Former Chief Financial Officer, Treasurer and Corporate Secretary 51.7K 14.1K 65.7K 0.00%
16 2017 Harold Edwards, President and Chief Executive Officer 560.0K 168.0K 112.0K 23.7K 863.7K 19.45%
17 2017 Alex Teague, Senior Vice President 380.0K 114.0K 76.0K 23.8K 593.8K 19.20%
18 2017 Joseph Rumley, Former Chief Financial Officer, Treasurer and Corporate Secretary 310.0K 93.0K 62.0K 30.0K 495.0K 18.79%
19 2016 Harold Edwards, President and Chief Executive Officer 534.2K 160.3K 120.2K 23.5K 839.7K 19.09%
20 2016 Alex Teague, Senior Vice President 365.5K 109.7K 82.2K 24.3K 581.7K 18.85%
21 2016 Joseph Rumley, Chief Financial Officer, Treasurer and Corporate Secretary 300.5K 90.1K 67.6K 29.4K 487.7K 18.48%
22 2016 Joseph Rumley, Former Chief Financial Officer, Treasurer and Corporate Secretary 300.5K 90.1K 67.6K 29.4K 487.7K 18.48%
23 2015 Harold Edwards, President and Chief Executive Officer 518.7K 77.8K 51.9K 23.8K 672.2K 11.58%
24 2015 Alex Teague, Senior Vice President 354.9K 53.2K 35.5K 23.0K 466.7K 11.41%
25 2015 Joseph Rumley, Chief Financial Officer, Treasurer and Corporate Secretary 291.7K 43.8K 29.2K 30.1K 394.7K 11.09%
26 2015 Joseph Rumley, Former Chief Financial Officer, Treasurer and Corporate Secretary 291.7K 43.8K 29.2K 30.1K 394.7K 11.09%
27 2014 Harold Edwards, President and Chief Executive Officer 494.0K 197.6K 210.0K 23.9K 925.4K 21.35%
28 2014 Alex Teague, Senior Vice President 338.0K 135.2K 143.7K 21.8K 638.6K 21.17%
29 2014 Joseph Rumley, Chief Financial Officer, Treasurer and Corporate Secretary 286.0K 114.4K 121.6K 29.3K 551.3K 20.75%
30 2013 Harold Edwards, President and Chief Executive Officer 475.0K 142.5K 106.9K 22.0K 746.4K 19.09%
31 2013 Alex Teague, Senior Vice President 324.0K 97.5K 73.1K 22.4K 517.0K 18.86%
32 2013 Joseph Rumley, Chief Financial Officer, Treasurer and Corporate Secretary 274.0K 82.5K 61.9K 27.6K 446.0K 18.50%
33 2012 Harold Edwards, President and Chief Executive Officer 475.0K 142.5K 106.9K 19.0K 743.4K 19.17%
34 2012 Alex Teague, Senior Vice President 300.0K 90.0K 67.5K 18.2K 475.7K 18.92%
35 2012 Joseph Rumley, Chief Financial Officer, Treasurer and Corporate Secretary 249.0K 75.0K 56.3K 24.4K 404.7K 18.53%
36 2011 Harold Edwards, President and Chief Executive Officer 474.5K 21.4K 495.9K 0.00%
37 2011 Alex Teague, Senior Vice President 275.0K 20.9K 295.9K 0.00%
38 2011 Joseph Rumley, Chief Financial Officer, Treasurer and Corporate Secretary 225.0K 14.7K 239.7K 0.00%
39 2011 Peter Dinkler, former Vice President of Lemon Packing 44.4K 73.1K 117.5K 0.00%
40 2010 Harold Edwards, President and Chief Executive Officer 450.0K 598.5K 661.4K 1.71M 35.00%
41 2010 Alex Teague, Senior Vice President 258.7K 365.8K 395.9K 1.02M 35.85%
42 2010 Don Delmatoff, former Vice President of Finance & Administration, Chief Financial Officer and Secretary 206.8K 286.0K 319.0K 811.7K 35.23%
43 2010 Joseph Rumley, Chief Financial Officer, Treasurer and Corporate Secretary 84.5K 113.1K 197.6K 57.23%
44 2010 Peter Dinkler, former Vice President of Lemon Packing 110.7K 27.7K 19.4K 38.4K 196.2K 14.11%
45 2010 Peter Dinkler, Vice President of Lemon Packing 110.7K 27.7K 19.4K 38.4K 196.2K 14.11%
46 2009 Harold Edwards, President and Chief Executive Officer 449.4K 21.7K 471.1K 0.00%
47 2009 Peter Dinkler, Vice President of Lemon Packing 110.7K 171.4K 282.1K 0.00%
48 2009 Peter Dinkler, former Vice President of Lemon Packing 110.7K 171.4K 282.1K 0.00%
49 2009 Alex Teague, Senior Vice President 258.7K 20.1K 278.8K 0.00%
50 2009 Don Delmatoff, former Vice President of Finance & Administration, Chief Financial Officer and Secretary 215.0K 35.9K 250.9K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-02-27 DEF 14A
2024-02-20 DEFA14A
2024-02-12 DEF 14A
2024-02-02 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2025-12-16 8-K
2025-11-21 8-K
2025-11-19 4
2025-11-19 4
2025-11-13 8-K
2025-11-07 4/A
2025-11-07 4/A
2025-11-04 4
2025-11-04 4
2025-10-22 8-K

Executive team

NameTitleCompensationGender
Harold S. Edwards President, Chief Executive Officer & Director 778.0K male
Anthony Ecuyer Vice President of Citrus Operations & Technology male
Eric Tovias Director of Information Technology male
Greg Hamm VP, CFO & Treasurer male
John Mills Senior Managing Director male
Juan Velazco Director of Lemon Packing
Kelly Lindell Corporate Controller
Kurt Metheny Senior Director of Sales, Supply Chain & Harvest
Michael Gonzales Director of Corporate Communications male
Amy Fukutomi Vice President of Human Resources & Compliance and Corporate Secretary female
Vince Giacolone Director of Desert Farming Operations male
ESG Rating
B
AGRICULTURAL FARM PRODUCTS
Rank: 7 out of 23
2023
E (Environmental)
58.7 / 62.3
Company / Sector avg.
S (Social)
67.9 / 60.9
Company / Sector avg.
G (Governance)
68.0 / 60.6
Company / Sector avg.
ESG Total
64.9 / 61.3
Company / Sector avg.
ESG Score History AGRICULTURAL FARM PRODUCTS
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

Dividend history

Earnings history

Earnings reports

Stock splits