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Pulmonx Corporation (LUNG)

USD1.50 +0.02 (+1.01%)
US NASDAQ Healthcare Medical - Devices
Address 700 Chesapeake Drive 94063
Redwood City, CA, US
CEO Glendon E. French
IPO 2020-10-01
CIK 1127537 ISIN US7458481014

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Description

Pulmonx Corporation is a biomedical technology firm dedicated to developing and commercializing advanced, less invasive devices for managing chronic obstructive pulmonary diseases. Its primary offering, the Zephyr Endobronchial Valve, is specifically engineered to treat bronchoscopic hyperinflation in adults afflicted with severe emphysema. Complementing its therapeutic solutions, the company also provides the Chartis Pulmonary Assessment System. This system features a specialized balloon catheter and console, fitted with flow and pressure sensors, which is instrumental in evaluating the presence of collateral ventilation in patients. Additionally, Pulmonx offers the StratX Lung Analysis Platform, a cloud-based service that conducts quantitative computed tomography (CT) analysis. This platform delivers vital data concerning emphysema destruction, fissure completeness, and lobar volume, thereby aiding clinicians in accurately identifying the most suitable target lobes for treatment with Zephyr Valves. Pulmonx serves emphysema patients across a broad international footprint, encompassing the United States, Europe, the Middle East, Africa, and the Asia-Pacific region. The company, which changed its name from Pulmonx to Pulmonx Corporation in December 2013, was originally incorporated in 1995 and maintains its corporate headquarters in Redwood City, 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
USD1.50 +0.02 (+1.01%)
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Volume Profile
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Liquidity & share structure
Average Volume
488.8K
Beta
0.28
Float Shares
37.27M
Free Float %
88.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.79% +6.45% +28.91% +4.43% +1.85% -25.34% -51.47% -85.66% -96.20% -95.80% -95.80%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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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

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (9 ratings, all time) Buy
Price Targets & DCF
Current price
1.50
Low 2.50 +67.2%
Consensus 10.00 +568.9%
Median 9.75 +552.2%
High 20.00 +1,237.8%
DCF (Levered) 7.47 +399.9%

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) 67% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 4 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 2
3.25
+117.4%
All Time 10
10.90
+629.1%
Quality scores
Altman Z-Score
-5.62
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
3 / 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
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Devices: +11.2%
    +8.0% Q1'26: -8.7% (vs Q1'25)
  • EPS growth Medical - Devices: +28.5%
    +7.6% Q1'26: +8.3% (vs Q1'25)
  • FCF margin FCF growth · Medical - Devices: +30.9%
    -64.9% Q1'26: -49.1% (vs Q1'25)
  • EBIT margin Medical - Devices: +6.2%
    -59.3% Q1'26: -62.9% (vs Q1'25)
  • ROIC Medical - Devices: +3.3%
    -132.6% Q1'26: -128.0% (vs Q1'25)
  • Share dilution Medical - Devices: 0.0%
    +4.0% Q1'26: +4.9% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Devices: -0.35×
    -1.07× Q1'26: -1.10× (vs Q1'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.18) × ERP
WACC = 54% × Ke + 46% × Kd (5.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 1.50
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
4 Rev. Ana.
4 EPS Ana.
Dec 2027
4 Rev. Ana.
4 EPS Ana.
Dec 2028
4 Rev. Ana.
4 EPS Ana.
Dec 2029
3 Rev. Ana.
2 EPS Ana.
Dec 2030
3 Rev. Ana.
2 EPS Ana.
Revenue
32.73M
est: 31.74M (+3.1%)
48.42M
est: 49.00M (-1.2%)
53.66M
est: 52.16M (+2.9%)
68.68M
est: 76.58M (-10.3%)
83.79M
est: 82.32M (+1.8%)
90.50M
est: 89.63M (+1.0%)
90.87M
90.75M – 90.99M
+1.4% YoY
106.93M
104.17M – 109.68M
+17.7% YoY
132.53M
130.04M – 134.54M
+23.9% YoY
265.52M
260.53M – 269.56M
+100.4% YoY
357.11M
350.40M – 362.54M
+34.5% YoY
EBITDA
-28.44M
est: -26.92M (-5.6%)
-46.62M
est: -50.76M (+8.1%)
-55.99M
est: -54.24M (-3.2%)
-55.09M
est: -9.91M (-455.8%)
-50.79M
est: -10.66M (-376.7%)
-52.61M
est: -11.60M (-353.4%)
-11.76M
-11.78M – -11.75M
-1.4% YoY
-13.84M
-14.20M – -13.48M
-17.7% YoY
-17.15M
-17.42M – -16.83M
-23.9% YoY
-34.37M
-34.89M – -33.72M
-100.4% YoY
-46.22M
-46.93M – -45.36M
-34.5% YoY
EBIT
-28.84M
est: -27.41M (-5.2%)
-47.49M
est: -51.51M (+7.8%)
-57.50M
est: -55.22M (-4.1%)
-57.04M
est: -10.31M (-453.0%)
-52.39M
est: -11.09M (-372.5%)
-53.66M
est: -12.07M (-344.5%)
-12.24M
-12.26M – -12.22M
-1.4% YoY
-14.40M
-14.77M – -14.03M
-17.7% YoY
-17.85M
-18.12M – -17.51M
-23.9% YoY
-35.76M
-36.30M – -35.09M
-100.4% YoY
-48.09M
-48.83M – -47.19M
-34.5% YoY
Net Income
-32.23M
est: -86.73M (+62.8%)
-48.66M
est: -53.02M (+8.2%)
-58.92M
est: -56.89M (-3.6%)
-60.84M
est: -60.97M (+0.2%)
-56.39M
est: -63.20M (+10.8%)
-54.00M
est: -59.40M (+9.1%)
-46.34M
-47.16M – -45.52M
+22.0% YoY
-36.33M
-38.45M – -34.22M
+21.6% YoY
-20.69M
-26.49M – -14.89M
+43.1% YoY
61.64M
60.13M – 62.86M
+397.9% YoY
111.89M
109.16M – 114.10M
+81.5% YoY
SGA
46.07M
est: 44.41M (+3.7%)
69.87M
est: 68.57M (+1.9%)
83.11M
est: 72.97M (+13.9%)
94.61M
est: 102.74M (-7.9%)
102.14M
est: 110.44M (-7.5%)
101.31M
est: 120.25M (-15.7%)
121.91M
121.75M – 122.08M
+1.4% YoY
143.45M
139.75M – 147.15M
+17.7% YoY
177.79M
174.45M – 180.50M
+23.9% YoY
356.21M
349.52M – 361.63M
+100.4% YoY
479.09M
470.09M – 486.37M
+34.5% YoY
EPS
-0.90
est: -2.22 (+59.4%)
-1.35
est: -1.35 (-0.1%)
-1.59
est: -1.62 (+1.9%)
-1.60
est: -1.50 (-6.5%)
-1.44
est: -1.56 (+7.6%)
-1.33
est: -1.46 (+9.1%)
-1.14
-1.16 – -1.12
+22.2% YoY
-0.89
-0.95 – -0.84
+21.6% YoY
-0.49
-0.65 – -0.37
+45.3% YoY
1.52
1.48 – 1.54
+410.2% YoY
2.75
2.68 – 2.80
+81.5% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-30 D. Boral Capital Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-27 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-26 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-22 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-21 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-20 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-19 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-18 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-15 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-14 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-13 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-12 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-11 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-08 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-07 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-06 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-05 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-04 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-01 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-30 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-29 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-28 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
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
-29.22M
OE per share TTM
-0.71
Owner's Yield
-42.27%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
22.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
115
Total invested
40.96M
Insider transactions (90d)
0
Beneficial owners (>5%)
32
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Boston Scientific Corporation 5.99M 16.80% 5.99M 5.99M CO Delaware 2021-02-12
2 Abigail P. Johnson 3.31M 8.64% 3.31M IN United States of America 2024-02-09
3 FMR LLC 3.31M 8.64% 3.30M 3.31M HC United States of America 2024-02-09
4 (1) BlackRock, Inc. 2.72M 7.40% 2.70M 2.72M HC Delaware 2022-02-04
5 The Vanguard Group - 23-1945930 2.52M 6.85% 49.2K 69.6K IA Pennsylvania For 2022-02-10
6 Company, L.P. 2.47M 6.59% 2.47M PN Delaware 2023-02-13
7 Deerfield Mgmt, L.P. 2.47M 6.59% 2.47M PN Delaware 2023-02-13
8 Deerfield Partners, L.P. 2.47M 6.59% 2.47M PN Delaware 2023-02-13
9 James E. Flynn 2.47M 6.59% 2.47M IN United States 2023-02-13
10 Morgan Stanley 1.95M 5.20% 13.00 1.95M 1.95M HC, CO 2023-02-10
11 Steven A. Cohen 1.94M 5.00% 1.94M IN United States 2024-02-29
12 Point72 Asset Management, L.P. 1.91M 5.00% 1.91M PN Delaware 2024-02-29
13 Point72 Capital Advisors, Inc. 1.91M 5.00% 1.91M CO Delaware 2024-02-29
14 Efrem Kamen 1.88M 5.06% 1.88M 1.88M HC, IN USA 2022-05-25
15 Pura Vida Investments, LLC 1.88M 5.06% 1.88M 1.88M IA Delaware 2022-05-25
16 Fan Yu 1.41M 4.20% 1.41M IN Hong Kong 2020-10-13
17 ABG Innovation Capital Partners III GP Limited 833.3K 2.50% 833.3K CO Cayman Islands 2020-10-13
18 ABG Innovation Capital Partners III GP, L.P. 833.3K 2.50% 833.3K PN Cayman Islands 2020-10-13
19 ABG-Pulmonx Limited 833.3K 2.50% 833.3K CO British Virgin Islands 2020-10-13
20 Ally Bridge Group Innovation Capital Partners III, L.P. 833.3K 2.50% 833.3K PN Cayman Islands 2020-10-13
21 ABG WTT- Pulmonx Limited 815.0K 2.40% 815.0K CO Cayman Islands 2020-10-13
22 ABG-WTT Global Life Science Capital Partners GP Limited 815.0K 2.40% 815.0K CO Cayman Islands 2020-10-13
23 ABG-WTT Global Life Science Capital Partners GP, L.P. 815.0K 2.40% 815.0K PN Cayman Islands 2020-10-13
24 Ally Bridge Group-WTT Global Life Science Capital Partners, L.P. 815.0K 2.40% 815.0K PN Cayman Islands 2020-10-13
25 ABG Management Ltd. 578.0K 1.70% 578.0K CO Cayman Islands 2020-10-13
26 ABG YY Limited 303.0K 0.90% 303.0K CO British Virgin Islands 2020-10-13
27 Ally Bridge Group (NY) LLC 275.0K 0.80% 275.0K OO State of Delaware 2020-10-13
28 Ally Bridge MedAlpha Management GP, LLC 275.0K 0.80% 275.0K OO Cayman Islands 2020-10-13
29 Ally Bridge MedAlpha Management L.P. 275.0K 0.80% 275.0K PN Cayman Islands 2020-10-13
30 Ally Bridge MedAlpha Master Fund L.P. 275.0K 0.80% 275.0K PN Cayman Islands 2020-10-13
31 Cubist Systematic Strategies, LLC 22.5K 0.10% 22.5K OO Delaware 2024-02-29
32 95-1411037 13.00 7.50% 2.75M 2.75M IA Delaware 2022-02-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
115
-1 vs prev Q
New positions
20
Closed positions
20
Increased
58
Reduced
37
Put/Call ratio
0.00
Calls held
Puts held
107.6K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 NANO CAP NEW MILLENNIUM GROWTH FUND L P 85.0K +85.0K (+100.0%) 187.85M +187.9M (+100.0%) 0.21% +0.208 pp 0.16% +0.160 pp USD2.21 +0.0% 1 qtrs NEW
2 PRIMECAP MANAGEMENT CO/CA/ 4.73M -228.9K (-4.6%) 10.45M +2.4M (+30.1%) 11.55% -0.783 pp 0.01% +0.002 pp USD38.24 -94.2% 21 qtrs
3 MORGAN STANLEY 4.16M +539.8K (+14.9%) 9.19M +3.3M (+56.8%) 10.16% +1.155 pp 0.00% +0.000 pp USD9.40 -76.5% 21 qtrs
4 BLACKROCK, INC. 2.71M +31.4K (+1.2%) 5.98M +1.6M (+38.0%) 6.61% -0.044 pp 0.00% +0.000 pp USD8.19 -73.0% 6 qtrs
5 VANGUARD GROUP INC 2.54M +298.3K (+13.3%) 5.61M +2.0M (+54.6%) 6.21% +0.628 pp 0.00% +0.000 pp USD34.49 -93.6% 21 qtrs
6 SOLEUS CAPITAL MANAGEMENT, L.P. 2.04M +2.0M (+100.0%) 4.50M +4.5M (+100.0%) 4.98% +4.979 pp 0.17% +0.166 pp USD2.21 +0.0% 1 qtrs NEW
7 EXODUSPOINT CAPITAL MANAGEMENT, LP 1.95M +2.0M (+100.0%) 4.31M +4.3M (+100.0%) 4.77% +4.766 pp 0.03% +0.034 pp USD2.21 +0.0% 1 qtrs NEW
8 SILVERCREST ASSET MANAGEMENT GROUP LLC 1.26M +— (+0.0%) 2.79M +745.9K (+36.4%) 3.09% -0.057 pp 0.02% +0.006 pp USD5.38 -58.9% 4 qtrs
9 DEUTSCHE BANK AG\ 1.13M +— (+0.0%) 2.49M +664.3K (+36.4%) 2.75% -0.051 pp 0.00% +0.000 pp USD9.14 -75.8% 21 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 906.5K -72.2K (-7.4%) 2.00M +417.9K (+26.4%) 2.21% -0.221 pp 0.00% +0.000 pp USD31.87 -93.1% 21 qtrs
11 STATE STREET CORP 821.2K +28.8K (+3.6%) 1.81M +531.2K (+41.4%) 2.01% +0.035 pp 0.00% +0.000 pp USD27.18 -91.9% 21 qtrs
12 BRAIDWELL LP 752.5K +— (+0.0%) 1.66M +444.0K (+36.4%) 1.84% -0.034 pp 0.05% +0.017 pp USD8.43 -73.8% 13 qtrs
13 BANK OF AMERICA CORP /DE/ 727.8K +248.8K (+51.9%) 1.61M +832.4K (+107.3%) 1.78% +0.586 pp 0.00% +0.000 pp USD3.14 -29.6% 21 qtrs
14 PARKMAN HEALTHCARE PARTNERS LLC 727.8K +227.1K (+45.4%) 1.61M +797.3K (+98.3%) 1.78% +0.532 pp 0.15% +0.069 pp USD5.68 -61.1% 6 qtrs
15 D. E. SHAW & CO., INC. 561.3K -228.0K (-28.9%) 1.24M -38.2K (-3.0%) 1.37% -0.593 pp 0.00% +0.000 pp USD6.54 -66.2% 13 qtrs
16 STONEPINE CAPITAL MANAGEMENT, LLC 486.4K -183.6K (-27.4%) 1.07M -10.5K (-1.0%) 1.19% -0.479 pp 0.78% -0.098 pp USD1.83 +20.8% 3 qtrs
17 BARCLAYS PLC 472.3K +378.1K (+401.8%) 1.04M +263.5K (+33.8%) 1.15% +0.920 pp 0.00% +0.000 pp USD2.84 -22.2% 16 qtrs
18 JPMORGAN CHASE & CO 426.8K -70.3K (-14.1%) 943.2K +137.9K (+17.1%) 1.04% -0.194 pp 0.00% +0.000 pp USD7.26 -69.6% 21 qtrs
19 GSA CAPITAL PARTNERS LLP 403.8K -351.7K (-46.6%) 892.0K -332.0K (-27.1%) 0.99% -0.893 pp 0.08% -0.025 pp USD2.16 +2.3% 6 qtrs
20 GOLDMAN SACHS GROUP INC 365.2K -29.7K (-7.5%) 807.1K +167.4K (+26.2%) 0.89% -0.090 pp 0.00% +0.000 pp USD8.22 -73.1% 21 qtrs
21 ADAR1 CAPITAL MANAGEMENT, LLC 355.4K +140.9K (+65.7%) 785.5K +438.0K (+126.0%) 0.87% +0.335 pp 0.06% +0.025 pp USD2.41 -8.3% 5 qtrs
22 NORTHERN TRUST CORP 337.1K -25.2K (-7.0%) 745.1K +158.0K (+26.9%) 0.82% -0.078 pp 0.00% +0.000 pp USD36.75 -94.0% 21 qtrs
23 RENAISSANCE TECHNOLOGIES LLC 292.0K -40.8K (-12.3%) 645.3K +106.2K (+19.7%) 0.71% -0.115 pp 0.00% +0.000 pp USD5.83 -62.1% 13 qtrs
24 JEFFERIES FINANCIAL GROUP INC. 285.1K +— (+0.0%) 630.1K +168.2K (+36.4%) 0.70% -0.013 pp 0.00% +0.001 pp USD8.05 -72.5% 13 qtrs
25 CFM WEALTH PARTNERS LLC 264.0K +— (+0.0%) 583.5K +155.8K (+36.4%) 0.65% -0.012 pp 0.08% +0.022 pp USD8.43 -73.8% 13 qtrs
26 BIRCHVIEW CAPITAL, LP 250.6K +250.6K (+100.0%) 553.8K +553.8K (+100.0%) 0.61% +0.612 pp 0.32% +0.324 pp USD2.21 +0.0% 1 qtrs NEW
27 KOTLER KEVIN 200.0K +200.0K (+100.0%) 442.0K +442.0K (+100.0%) 0.49% +0.489 pp 0.10% +0.103 pp USD2.21 +0.0% 1 qtrs NEW
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 189.4K +121.6K (+179.4%) 418.7K +308.8K (+281.2%) 0.46% +0.294 pp 0.00% +0.000 pp USD3.71 -40.4% 16 qtrs
29 WESTFIELD CAPITAL MANAGEMENT CO LP 184.9K +184.9K (+100.0%) 408.6K +408.6K (+100.0%) 0.45% +0.452 pp 0.00% +0.002 pp USD2.21 +0.0% 1 qtrs NEW
30 ACADIAN ASSET MANAGEMENT LLC 178.0K -33.2K (-15.7%) 391.0K +50.0K (+14.7%) 0.43% -0.091 pp 0.00% +0.000 pp USD1.74 +27.0% 3 qtrs
31 JACOBS LEVY EQUITY MANAGEMENT, INC 174.8K -20.0K (-10.3%) 386.3K +70.7K (+22.4%) 0.43% -0.058 pp 0.00% +0.000 pp USD2.59 -14.7% 13 qtrs
32 UBS GROUP AG 171.6K +90.3K (+111.1%) 379.2K +247.5K (+188.0%) 0.42% +0.217 pp 0.00% +0.000 pp USD3.11 -28.9% 21 qtrs
33 DIMENSIONAL FUND ADVISORS LP 168.2K -176.3K (-51.2%) 372.0K -186.2K (-33.4%) 0.41% -0.446 pp 0.00% +0.000 pp USD11.32 -80.5% 15 qtrs
34 JANE STREET GROUP, LLC 165.0K -83.2K (-33.5%) 364.6K -37.5K (-9.3%) 0.40% -0.215 pp 0.00% +0.000 pp USD3.41 -35.2% 20 qtrs
35 TWO SIGMA INVESTMENTS, LP 132.8K +86.3K (+185.8%) 293.4K +218.2K (+289.9%) 0.32% +0.209 pp 0.00% +0.000 pp USD3.42 -35.4% 19 qtrs
36 SCHONFELD STRATEGIC ADVISORS LLC 120.7K -103.4K (-46.1%) 266.7K -96.3K (-26.5%) 0.29% -0.263 pp 0.00% -0.001 pp USD7.00 -68.4% 6 qtrs
37 XTX TOPCO LTD 111.2K -61.9K (-35.8%) 245.9K -34.7K (-12.4%) 0.27% -0.159 pp 0.01% -0.008 pp USD1.94 +13.9% 9 qtrs
38 ALGERT GLOBAL LLC 99.7K +22.0K (+28.3%) 220.0K +94.0K (+74.6%) 0.24% +0.050 pp 0.00% +0.001 pp USD1.98 +11.6% 3 qtrs
39 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 93.2K -14.8K (-13.7%) 205.9K +31.0K (+17.7%) 0.23% -0.041 pp 0.00% +0.000 pp USD35.72 -93.8% 21 qtrs
40 BANK OF NEW YORK MELLON CORP 92.8K -3.4K (-3.5%) 205.1K +49.3K (+31.6%) 0.23% -0.013 pp 0.00% +0.000 pp USD29.52 -92.5% 21 qtrs
41 FMR LLC 75.2K -2.1M (-96.5%) 166.2K -3.4M (-95.3%) 0.18% -5.226 pp 0.00% 0.000 pp USD10.72 -79.4% 21 qtrs
42 NUVEEN, LLC 68.8K +— (+0.0%) 152.0K +40.6K (+36.4%) 0.17% -0.003 pp 0.00% +0.000 pp USD6.73 -67.2% 4 qtrs
43 BRIDGEWAY CAPITAL MANAGEMENT, LLC 65.8K +— (+0.0%) 145.4K +38.8K (+36.4%) 0.16% -0.003 pp 0.00% +0.001 pp USD8.22 -73.1% 6 qtrs
44 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 60.3K +60.3K (+100.0%) 133.2K +133.2K (+100.0%) 0.15% +0.147 pp 0.00% +0.002 pp USD2.21 +0.0% 3 qtrs
45 AQR CAPITAL MANAGEMENT LLC 58.9K +34.8K (+144.6%) 130.2K +91.2K (+233.6%) 0.14% +0.084 pp 0.00% +0.000 pp USD3.98 -44.5% 9 qtrs
46 RHUMBLINE ADVISERS 56.2K -2.9K (-4.9%) 124.3K +28.5K (+29.7%) 0.14% -0.010 pp 0.00% +0.000 pp USD29.18 -92.4% 21 qtrs
47 ALLIANCEBERNSTEIN L.P. 52.2K +— (+0.0%) 115.4K +30.8K (+36.4%) 0.13% -0.002 pp 0.00% +0.000 pp USD28.62 -92.3% 21 qtrs
48 PERKINS CAPITAL MANAGEMENT INC 49.0K +28.0K (+133.3%) 108.3K +74.3K (+218.3%) 0.12% +0.067 pp 0.09% +0.056 pp USD2.16 +2.3% 3 qtrs
49 ENGINEERS GATE MANAGER LP 48.2K +48.2K (+100.0%) 106.5K +106.5K (+100.0%) 0.12% +0.118 pp 0.00% +0.001 pp USD2.21 +0.0% 1 qtrs NEW
50 WELLS FARGO & COMPANY/MN 47.6K +23.8K (+100.4%) 105.2K +66.7K (+173.4%) 0.12% +0.057 pp 0.00% +0.000 pp USD5.34 -58.6% 21 qtrs
51 BANCO BTG PACTUAL S.A. 46.3K +46.3K (+100.0%) 102.4K +102.4K (+100.0%) 0.11% +0.113 pp 0.02% +0.018 pp USD2.21 +0.0% 1 qtrs NEW
52 CITADEL ADVISORS LLC 45.3K -171.9K (-79.2%) 100.0K -251.8K (-71.6%) 0.11% -0.430 pp 0.00% +0.000 pp USD3.27 -32.4% 21 qtrs
53 MERCER GLOBAL ADVISORS INC /ADV 41.3K -41.2K (-50.0%) 91.2K -42.4K (-31.7%) 0.10% -0.104 pp 0.00% 0.000 pp USD6.77 -67.4% 5 qtrs
54 SQUAREPOINT OPS LLC 41.3K +41.3K (+100.0%) 91.2K +91.2K (+100.0%) 0.10% +0.101 pp 0.00% +0.000 pp USD2.21 +0.0% 8 qtrs
55 FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 40.0K -36.3K (-47.5%) 88.4K -35.6K (-28.7%) 0.10% -0.092 pp 0.00% 0.000 pp USD2.59 -14.7% 3 qtrs
56 SIMPLEX TRADING, LLC 34.5K -4.6K (-11.8%) 76.3K +13.3K (+21.1%) 0.08% -0.013 pp 0.00% +0.000 pp USD1.77 +24.9% 4 qtrs
57 FNY INVESTMENT ADVISERS, LLC 34.5K +16.1K (+87.8%) 76.0K +47.0K (+162.1%) 0.08% +0.039 pp 0.02% +0.012 pp USD1.90 +16.3% 2 qtrs
58 WORTH VENTURE PARTNERS, LLC 32.5K +32.5K (+100.0%) 71.9K +71.9K (+100.0%) 0.08% +0.080 pp 0.52% +0.521 pp USD2.21 +0.0% 1 qtrs NEW
59 JAIN GLOBAL LLC 30.6K +11.8K (+62.9%) 67.6K +37.2K (+122.2%) 0.07% +0.028 pp 0.00% +0.000 pp USD1.85 +19.5% 2 qtrs
60 MILLENNIUM MANAGEMENT LLC 29.5K -306.3K (-91.2%) 65.3K -478.8K (-88.0%) 0.07% -0.763 pp 0.00% 0.000 pp USD4.10 -46.1% 17 qtrs
61 TUDOR INVESTMENT CORP ET AL 22.9K -188.2K (-89.1%) 50.6K -291.4K (-85.2%) 0.06% -0.469 pp 0.00% -0.001 pp USD8.06 -72.6% 12 qtrs
62 VERITION FUND MANAGEMENT LLC 22.0K -187.0 (-0.8%) 48.7K +12.7K (+35.3%) 0.05% -0.002 pp 0.00% +0.000 pp USD2.59 -14.7% 3 qtrs
63 PRICE T ROWE ASSOCIATES INC /MD/ 19.9K +— (+0.0%) 44.0K +11.0K (+33.3%) 0.05% -0.001 pp 0.00% +0.000 pp USD29.87 -92.6% 21 qtrs
64 CREATIVE PLANNING 19.0K +3.2K (+20.1%) 42.1K +16.4K (+63.8%) 0.05% +0.007 pp 0.00% +0.000 pp USD6.55 -66.3% 13 qtrs
65 CENTIVA CAPITAL, LP 18.5K +18.5K (+100.0%) 41.0K +41.0K (+100.0%) 0.05% +0.045 pp 0.00% +0.000 pp USD2.21 +0.0% 1 qtrs NEW
66 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 18.0K -373.0 (-2.0%) 39.7K +10.0K (+33.6%) 0.04% -0.002 pp 0.00% +0.000 pp USD6.39 -65.4% 7 qtrs
67 LAZARD ASSET MANAGEMENT LLC 14.2K +14.2K (+100.0%) 31.3K +31.3K (+100.0%) 0.03% +0.035 pp 0.00% +0.000 pp USD2.21 +0.0% 6 qtrs
68 REGATTA CAPITAL GROUP, LLC 13.7K +13.7K (+100.0%) 30.4K +30.4K (+100.0%) 0.03% +0.034 pp 0.00% +0.005 pp USD2.21 +0.0% 1 qtrs NEW
69 INTECH INVESTMENT MANAGEMENT LLC 12.8K -7.0K (-35.2%) 28.3K -3.7K (-11.6%) 0.03% -0.018 pp 0.00% +0.000 pp USD6.52 -66.1% 5 qtrs
70 RUSSELL INVESTMENTS GROUP, LTD. 12.6K +5.6K (+79.4%) 27.8K +16.4K (+144.8%) 0.03% +0.013 pp 0.00% +0.000 pp USD1.88 +17.6% 2 qtrs
71 CERITY PARTNERS LLC 12.4K +12.4K (+100.0%) 27.3K +27.3K (+100.0%) 0.03% +0.030 pp 0.00% +0.000 pp USD2.21 +0.0% 1 qtrs NEW
72 49 WEALTH MANAGEMENT, LLC 11.9K -2.6K (-17.8%) 26.3K +2.8K (+12.2%) 0.03% -0.007 pp 0.00% 0.000 pp USD1.62 +36.4% 2 qtrs
73 HSBC HOLDINGS PLC 11.5K +— (+0.0%) 25.8K +7.0K (+37.0%) 0.03% -0.001 pp 0.00% +0.000 pp USD6.45 -65.7% 7 qtrs
74 SG AMERICAS SECURITIES, LLC 10.7K -14.1K (-56.8%) 24.0K -16.0K (-40.0%) 0.03% -0.036 pp 0.00% 0.000 pp USD4.79 -53.9% 6 qtrs
75 ABEL HALL, LLC 10.7K +10.7K (+100.0%) 23.5K +23.5K (+100.0%) 0.03% +0.026 pp 0.01% +0.006 pp USD2.21 +0.0% 1 qtrs NEW
76 INVESCO LTD. 10.6K +42.0 (+0.4%) 23.4K +6.3K (+37.0%) 0.03% 0.000 pp 0.00% +0.000 pp USD11.76 -81.2% 21 qtrs
77 NINE MASTS CAPITAL LTD 10.1K +10.1K (+100.0%) 22.3K +22.3K (+100.0%) 0.02% +0.025 pp 0.00% +0.004 pp USD2.21 +0.0% 1 qtrs NEW
78 13.0K +13.0K (+100.0%) 20.0K +20.0K (+100.0%) 0.03% +0.032 pp 0.01% +0.005 pp USD2.21 +0.0% 1 qtrs NEW
79 BNP PARIBAS ARBITRAGE, SNC 8.9K +794.0 (+9.8%) 19.6K +6.5K (+49.8%) 0.02% +0.002 pp 0.00% +0.000 pp USD3.92 -43.6% 5 qtrs
80 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 7.8K +— (+0.0%) 17.3K +4.6K (+36.4%) 0.02% 0.000 pp 0.00% +0.000 pp USD6.79 -67.5% 5 qtrs
81 NEW YORK STATE COMMON RETIREMENT FUND 6.9K +— (+0.0%) 15.3K +4.1K (+36.4%) 0.02% 0.000 pp 0.00% +0.000 pp USD37.63 -94.1% 21 qtrs
82 TOWER RESEARCH CAPITAL LLC (TRC) 4.7K -10.6K (-69.4%) 10.4K -14.5K (-58.3%) 0.01% -0.027 pp 0.00% 0.000 pp USD3.17 -30.3% 21 qtrs
83 OPTIVER HOLDING B.V. 3.6K +3.0K (+482.3%) 8.0K +7.0K (+694.1%) 0.01% +0.007 pp 0.00% +0.000 pp USD2.11 +4.7% 2 qtrs
84 CWM, LLC 3.8K +2.4K (+159.3%) 8.0K +6.0K (+300.0%) 0.01% +0.006 pp 0.00% +0.000 pp USD3.52 -37.2% 12 qtrs
85 AMERITAS INVESTMENT PARTNERS, INC. 3.6K +— (+0.0%) 8.0K +2.1K (+36.4%) 0.01% 0.000 pp 0.00% +0.000 pp USD36.32 -93.9% 21 qtrs
86 LEGAL & GENERAL GROUP PLC 3.6K -397.0 (-9.9%) 8.0K +1.5K (+22.9%) 0.01% -0.001 pp 0.00% +0.000 pp USD18.56 -88.1% 21 qtrs
87 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2.4K +7.0 (+0.3%) 5.3K +1.4K (+36.8%) 0.01% 0.000 pp 0.00% +0.000 pp USD1.62 +36.4% 21 qtrs
88 GAMMA INVESTING LLC 2.1K +2.1K (+100.0%) 4.7K +4.7K (+100.0%) 0.01% +0.005 pp 0.00% +0.000 pp USD2.21 +0.0% 1 qtrs NEW
89 ADVISOR GROUP HOLDINGS, INC. 1.4K +— (+0.0%) 3.2K +725.0 (+29.4%) 0.00% 0.000 pp 0.00% +0.000 pp USD15.23 -85.5% 17 qtrs
90 ROYAL BANK OF CANADA 1.1K +656.0 (+160.8%) 3.0K +2.0K (+200.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD2.88 -23.3% 21 qtrs
91 AMALGAMATED BANK 1.2K -113.0 (-8.5%) 3.0K +1.0K (+50.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD19.77 -88.8% 16 qtrs
92 ADVISORNET FINANCIAL, INC 1.0K +— (+0.0%) 2.2K +590.0 (+36.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.62 +36.4% 2 qtrs
93 CITIGROUP INC 875.00 -2.4K (-73.6%) 1.9K -3.4K (-64.0%) 0.00% -0.006 pp 0.00% +0.000 pp USD8.85 -75.0% 21 qtrs
94 EVERSOURCE WEALTH ADVISORS, LLC 832.00 +783.0 (+1,598.0%) 1.8K +1.8K (+2,227.8%) 0.00% +0.002 pp 0.00% +0.000 pp USD2.25 -1.8% 5 qtrs
95 PINNACLE WEALTH PLANNING SERVICES, INC. 695.00 +695.0 (+100.0%) 1.5K +1.5K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD2.21 +0.0% 1 qtrs NEW
96 FORTITUDE FAMILY OFFICE, LLC 592.00 +592.0 (+100.0%) 1.3K +1.3K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD2.21 +0.0% 3 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 16 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Xtrackers S&P Global Infrastructure Swap UCITS ETF 1C XGID.L 0.07% 515.4K 0.60%
2 iShares Micro-Cap ETF IWC 0.01% 211.2K 0.60%
3 Vanguard Russell 2000 Growth ETF VTWG 0.00% 59.6K 0.06%
4 Vanguard Russell 2000 ETF VTWO 0.00% 305.1K 0.06%
5 Vanguard Extended Market ETF VXF 0.00% 704.1K 0.05%
6 Vanguard U.S. Total Market Index ETF VUN.TO 0.00% 11.1K 0.17%
7 Vanguard U.S. Total Market Shares Index ETF VTS.AX 0.00% 4.0K 0.03%
8 Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO 0.00% 817.16 0.17%
9 Vanguard Total Stock Market ETF VTI 0.00% 1.89M 0.03%
10 Vanguard Russell 3000 ETF VTHR 0.00% 4.1K 0.06%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.20
Bearish
Ratio by volume
3.00
Bullish
Buys
3
Sells
15
Shares acquired
425.0K
Shares disposed
98.3K
Cash buys
Cash sales
15.00
Net activity
+326,735
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 Rose Geoffrey Beran Officer S-Sale D Common Stock 835 1.43 1.2K 372,631 D
2026-03-02 Radhakrishnan Srikanth Officer A-Award A Common Stock 175,000 0.00 345,736 D
2026-03-02 Lehman David Aaron Officer S-Sale D Common Stock 4,051 1.43 5.8K 240,755 D
2026-03-02 French Glendon E. III Director / Officer S-Sale D Common Stock 6,737 1.43 9.6K 1,467,879 D
2025-12-08 Florin Daniel P Director S-Sale D Common Stock 23,321 1.99 46.4K 93,910 D
2025-12-03 Radhakrishnan Srikanth Officer Employee Stock Option (right to buy) 1,383 1.40 1.9K 0 D
2025-12-01 Sung Derrick Officer A-Award A Performance Stock Units 400,000 0.00 400,000 D
2025-12-01 Rose Geoffrey Beran Officer S-Sale D Common Stock 2,379 1.57 3.7K 373,466 D
2025-12-01 Lehman David Aaron Officer S-Sale D Common Stock 3,401 1.57 5.3K 252,992 D
2025-12-01 French Glendon E. III Director / Officer S-Sale D Common Stock 6,281 1.57 9.9K 277,324 D
2025-11-03 Sung Derrick Officer Common Stock 0 0.00 135,319 D
2025-09-02 Williamson Steven S. Director / Officer S-Sale D Common Stock 4,530 1.60 7.2K 358,967 D
2025-09-02 Rose Geoffrey Beran Officer S-Sale D Common Stock 1,575 1.60 2.5K 382,250 D
2025-09-02 Lehman David Aaron Officer S-Sale D Common Stock 929 1.60 1.5K 272,110 D
2025-09-02 Joshi Mehul Officer S-Sale D Common Stock 3,665 1.60 5.9K 208,489 D
2025-06-12 Ferrari Richard Director S-Sale D Common Stock 8,000 3.16 25.3K 87,024 D
2025-06-05 Florin Daniel P Director P-Purchase A Common Stock 23,321 3.06 71.4K 117,231 D
2025-06-02 Williamson Steven S. Director / Officer S-Sale D Common Stock 4,661 3.13 14.6K 366,115 D
2025-06-02 Sullivan Tiffany Director A-Award A Common Stock 37,153 0.00 75,199 D
2025-06-02 Rose Geoffrey Beran Officer S-Sale D Common Stock 1,576 3.13 4.9K 388,794 D
2025-06-02 Melenikiotou Georgia Director A-Award A Common Stock 37,153 0.00 99,714 D
2025-06-02 Mead Dana G Jr. Director A-Award A Common Stock 37,153 0.00 99,714 D
2025-06-02 Lehman David Aaron Officer S-Sale D Common Stock 3,597 3.13 11.3K 278,421 D
2025-06-02 Joshi Mehul Officer S-Sale D Common Stock 4,340 3.13 13.6K 217,646 D
2025-06-02 French Glendon E. III Director A-Award A Common Stock 37,153 0.00 1,029,127 D
2025-06-02 Florin Daniel P Director A-Award A Common Stock 37,153 0.00 93,910 D
2025-06-02 Ferrari Richard Director A-Award A Common Stock 37,153 0.00 95,024 D
2025-06-02 Burns Thomas William Director A-Award A Common Stock 37,153 0.00 73,399 D
2025-03-20 French Glendon E. III Director S-Sale D Common Stock 20,000 7.85 157.0K 991,974 D
2025-03-03 Williamson Steven S. Director / Officer S-Sale D Common Stock 27,689 7.14 197.7K 194,342 D
2025-03-03 Rose Geoffrey Beran Officer S-Sale D Common Stock 2,327 7.14 16.6K 287,295 D
2025-03-03 Lehman David Aaron Officer S-Sale D Common Stock 4,490 7.14 32.1K 191,515 D
2025-03-03 Joshi Mehul Officer S-Sale D Common Stock 14,384 7.12 102.4K 113,986 D
2025-02-20 French Glendon E. III Director S-Sale D Common Stock 43,036 8.14 350.3K 1,024,391 D
2025-01-17 French Glendon E. III Director S-Sale D Common Stock 2,221 6.50 14.4K 1,067,427 D
2025-01-16 French Glendon E. III Director S-Sale D Common Stock 2,326 6.53 15.2K 1,069,648 D
2024-12-02 Rose Geoffrey Beran Officer S-Sale D Common Stock 690 6.18 4.3K 294,351 D
2024-12-02 Lehman David Aaron Officer S-Sale D Common Stock 410 6.18 2.5K 202,938 D
2024-11-22 French Glendon E. III Director S-Sale D Common Stock 20,000 6.63 132.6K 1,071,974 D
2024-10-17 French Glendon E. III Director S-Sale D Common Stock 20,000 6.52 130.4K 1,091,974 D
2024-09-12 French Glendon E. III Director S-Sale D Common Stock 20,000 8.09 161.8K 1,111,974
2024-09-03 Rose Geoffrey Beran Officer S-Sale D Common Stock 1,842 6.69 12.3K 297,043
2024-09-03 Lehman David Aaron Officer S-Sale D Common Stock 429 6.71 2.9K 208,684
2024-08-20 Williamson Steven S. Director / Officer P-Purchase A Common Stock 14,245 6.84 97.4K 219,531
2024-06-24 Rose Geoffrey Beran Officer S-Sale D Common Stock 1,184 6.16 7.3K 300,019
2024-06-03 Sullivan Tiffany Director A-Award A Common Stock 15,216 0.00 38,046
2024-06-03 Rose Geoffrey Beran Officer S-Sale D Common Stock 1,510 6.97 10.5K 301,203
2024-06-03 Melenikiotou Georgia Director A-Award A Common Stock 15,216 0.00 62,561
2024-06-03 Mead Dana G Jr. Director A-Award A Common Stock 15,216 0.00 62,561
2024-06-03 Lehman David Aaron Officer S-Sale D Common Stock 1,603 6.97 11.2K 209,113
2024-06-03 French Glendon E. III Director A-Award A Common Stock 15,216 0.00 1,131,974
2024-06-03 Florin Daniel P Director A-Award A Common Stock 15,216 0.00 40,968
2024-06-03 Ferrari Richard Director A-Award A Common Stock 15,216 0.00 57,871
2024-06-03 Burns Thomas William Director A-Award A Common Stock 15,216 0.00 36,246
2024-05-22 Rose Geoffrey Beran Officer S-Sale D Common Stock 1,184 8.71 10.3K 305,500
2024-05-06 Joshi Mehul Officer A-Award A Employee Stock Option (right to buy) 241,409 9.28 2.24M 241,409
2024-04-22 Rose Geoffrey Beran Officer S-Sale D Common Stock 1,184 7.49 8.9K 306,684
2024-04-03 Joshi Mehul 0 0.00 0
2024-03-22 Rose Geoffrey Beran Officer S-Sale D Common Stock 1,184 9.36 11.1K 307,868
2024-03-15 Williamson Steven S. Director / Officer A-Award A Common Stock 205,286 0.00 205,286
2024-03-01 Rose Geoffrey Beran Officer A-Award A Employee Stock Option (right to buy) 69,100 9.30 642.6K 69,100
2024-03-01 McKune John Officer A-Award A Common Stock 14,400 0.00 61,810
2024-03-01 Lehman David Aaron Officer A-Award A Employee Stock Option (right to buy) 69,100 9.30 642.6K 69,100
2024-03-01 French Glendon E. III Director / Officer S-Sale D Common Stock 3,947 9.06 35.8K 1,116,758
2024-02-22 Rose Geoffrey Beran Officer S-Sale D Common Stock 1,184 14.20 16.8K 243,049
2024-02-15 French Glendon E. III Director / Officer S-Sale D Common Stock 20,000 14.60 292.0K 1,121,344
2024-01-22 Rose Geoffrey Beran Officer S-Sale D Common Stock 1,184 13.13 15.5K 244,233
2024-01-18 French Glendon E. III Director / Officer S-Sale D Common Stock 10,000 12.77 127.7K 1,141,344
2023-12-22 Rose Geoffrey Beran Officer S-Sale D Common Stock 1,184 12.75 15.1K 245,417
2023-12-21 French Glendon E. III Director / Officer S-Sale D Common Stock 10,000 12.42 124.2K 1,151,344
2023-12-01 Rose Geoffrey Beran Officer S-Sale D Common Stock 396 10.34 4.1K 249,073
2023-12-01 McKune John Officer A-Award A Common Stock 7,233 0.00 47,647
2023-12-01 Lehman David Aaron Officer S-Sale D Common Stock 402 10.33 4.2K 153,246
2023-12-01 French Glendon E. III Director / Officer S-Sale D Common Stock 1,040 10.34 10.8K 1,166,980
2023-11-22 Rose Geoffrey Beran Officer S-Sale D Common Stock 1,184 10.60 12.6K 249,469
2023-10-23 Rose Geoffrey Beran Officer S-Sale D Common Stock 1,184 8.35 9.9K 250,653
2023-10-10 McKune John Officer D Common Stock 0 0.00 41,356
2023-09-22 Rose Geoffrey Beran Officer S-Sale D Common Stock 1,184 10.51 12.4K 251,837
2023-09-01 Sung Derrick Officer S-Sale D Common Stock 3,120 10.00 31.2K 391,041
2023-09-01 Rose Geoffrey Beran Officer S-Sale D Common Stock 1,759 10.01 17.6K 253,021
2023-09-01 Lehman David Aaron Officer S-Sale D Common Stock 701 10.01 7.0K 156,321
2023-09-01 French Glendon E. III Director / Officer S-Sale D Common Stock 3,921 10.01 39.2K 1,168,020
2023-08-23 Rose Geoffrey Beran Officer S-Sale D Common Stock 1,184 10.54 12.5K 255,864
2023-07-20 French Glendon E. III Director / Officer S-Sale D Common Stock 15,000 12.68 190.2K 1,174,547
2023-06-15 French Glendon E. III Director / Officer S-Sale D Common Stock 10,000 12.68 126.8K 1,189,547
2023-06-01 Sung Derrick Officer S-Sale D Common Stock 3,122 11.49 35.9K 395,260
2023-06-01 Sullivan Tiffany Director A-Award A Common Stock 12,620 0.00 22,830
2023-06-01 Rose Geoffrey Beran Officer S-Sale D Common Stock 1,760 11.48 20.2K 257,048
2023-06-01 Melenikiotou Georgia Director A-Award A Common Stock 12,620 0.00 47,345
2023-06-01 Mead Dana G Jr. Director A-Award A Common Stock 12,620 0.00 47,345
2023-06-01 Lynch Alissa Hsu Director A-Award A Common Stock 12,620 0.00 24,530
2023-06-01 Lehman David Aaron Officer S-Sale D Common Stock 2,676 11.48 30.7K 157,420
2023-06-01 French Glendon E. III Director / Officer S-Sale D Common Stock 3,924 11.48 45.0K 1,199,547
2023-06-01 Florin Daniel P Director A-Award A Common Stock 12,620 0.00 25,752
2023-06-01 Ferrari Richard Director A-Award A Common Stock 12,620 0.00 42,655
2023-06-01 Burns Thomas William Director A-Award A Common Stock 12,620 0.00 21,030
2023-03-01 Sung Derrick Officer A-Award A Employee Stock Option (right to buy) 94,500 11.48 1.08M 94,500
2023-03-01 Rose Geoffrey Beran Officer A-Award A Common Stock 78,900 0.00 259,893
2023-03-01 Lehman David Aaron Officer A-Award A Common Stock 118,300 0.00 161,196
2023-03-01 French Glendon E. III Director / Officer A-Award A Employee Stock Option (right to buy) 356,300 11.48 4.09M 356,300
2022-12-01 Sung Derrick Officer S-Sale D Common Stock 387 5.93 2.3K 263,428
2022-12-01 Rose Geoffrey Beran Officer S-Sale D Common Stock 382 5.93 2.3K 181,710
2022-12-01 Lehman David Aaron Officer S-Sale D Common Stock 387 5.93 2.3K 44,842
2022-12-01 French Glendon E. III Officer S-Sale D Common Stock 2,195 5.93 13.0K 1,034,313
2022-11-29 Lynch Alissa Hsu Director P-Purchase A Common Stock 1,700 5.51 9.4K 11,910
2022-11-14 Sung Derrick Officer M-Exempt A Common Stock 10,000 2.20 22.0K 263,815
2022-11-14 French Glendon E. III Officer M-Exempt A Common Stock 10,000 2.20 22.0K 1,037,944
2022-11-08 Ferrari Richard Director P-Purchase A Common Stock 5,338 5.31 28.3K 29,935
2022-09-01 Sung Derrick Officer S-Sale D Common Stock 392 17.87 7.0K 254,505
2022-09-01 Rose Geoffrey Beran Officer S-Sale D Common Stock 372 17.87 6.6K 182,747
2022-09-01 Lehman David Aaron Officer S-Sale D Common Stock 392 17.89 7.0K 45,919
2022-09-01 French Glendon E. III Officer S-Sale D Common Stock 1,014 17.87 18.1K 1,054,870
2022-08-18 French Glendon E. III Officer S-Sale D Common Stock 50,000 20.59 1.03M 1,055,884
2022-06-01 Sung Derrick Officer S-Sale D Common Stock 386 18.05 7.0K 255,576
2022-06-01 Sullivan Tiffany Director A-Award A Common Stock 5,600 0.00 10,210
2022-06-01 Rose Geoffrey Beran Officer S-Sale D Common Stock 366 18.05 6.6K 183,763
2022-06-01 Melenikiotou Georgia Director A-Award A Common Stock 5,600 0.00 34,725
2022-06-01 Mead Dana G Jr. Director A-Award A Common Stock 5,600 0.00 34,725
2022-06-01 Lynch Alissa Hsu Director A-Award A Common Stock 5,600 0.00 10,210
2022-06-01 Lehman David Aaron Officer S-Sale D Common Stock 679 18.05 12.3K 46,311
2022-06-01 French Glendon E. III Officer S-Sale D Common Stock 1,525 18.05 27.5K 1,104,994
2022-06-01 Florin Daniel P Director A-Award A Common Stock 5,600 0.00 13,132
2022-06-01 Ferrari Richard Director A-Award A Common Stock 5,600 0.00 24,597
2022-06-01 Burns Thomas William Director A-Award A Common Stock 5,600 0.00 8,410
2022-05-16 French Glendon E. III Officer G-Gift D Common Stock 25,000 0.00 1,107,517
2022-03-10 Rose Geoffrey Beran Officer M-Exempt D Employee Stock Option (right to buy) 29,427 0.00 18,192
2022-03-01 Sung Derrick Officer A-Award A Employee Stock Option (right to buy) 68,700 26.56 1.82M 68,700
2022-03-01 Rose Geoffrey Beran Officer A-Award A Employee Stock Option (right to buy) 68,700 26.56 1.82M 68,700
2022-03-01 Lehman David Aaron Officer S-Sale D Common Stock 458 25.91 11.9K 16,376
2022-03-01 French Glendon E. III Director / Officer A-Award A Employee Stock Option (right to buy) 154,600 26.56 4.11M 154,600
2022-02-18 French Glendon E. III Director / Officer S-Sale D Common Stock 8,561 26.81 229.5K 1,067,888
2022-02-17 French Glendon E. III Director / Officer S-Sale D Common Stock 12,500 27.22 340.3K 1,076,449
2022-01-21 French Glendon E. III Director / Officer S-Sale D Common Stock 200 24.73 4.9K 1,088,949
2022-01-20 French Glendon E. III Director / Officer S-Sale D Common Stock 12,500 25.98 324.8K 1,101,449
2021-12-16 French Glendon E. III Director / Officer S-Sale D Common Stock 18,402 30.74 565.7K 1,120,547
2021-12-15 Sung Derrick Officer S-Sale D Common Stock 2,976 30.52 90.8K 225,444
2021-12-15 Rose Geoffrey Beran Officer S-Sale D Common Stock 21,640 30.53 660.7K 123,819
2021-12-14 Sung Derrick Officer S-Sale D Common Stock 3,000 32.89 98.7K 228,420
2021-12-01 Sung Derrick Officer S-Sale D Common Stock 383 32.73 12.5K 231,420
2021-12-01 Rose Geoffrey Beran Officer S-Sale D Common Stock 355 32.73 11.6K 145,459
2021-12-01 Lehman David Aaron Officer S-Sale D Common Stock 383 32.73 12.5K 16,834
2021-12-01 French Glendon E. III Director / Officer S-Sale D Common Stock 1,421 32.73 46.5K 1,138,949
2021-11-18 French Glendon E. III Director / Officer S-Sale D Common Stock 100 37.08 3.7K 1,105,470
2021-11-15 Rose Geoffrey Beran Officer S-Sale D Common Stock 7,000 39.94 279.6K 145,814
2021-10-21 French Glendon E. III Director / Officer S-Sale D Common Stock 8,597 39.99 343.8K 1,130,370
2021-10-15 Rose Geoffrey Beran Officer S-Sale D Common Stock 7,000 39.44 276.1K 152,814
2021-09-21 Sung Derrick Officer S-Sale D Common Stock 3,000 37.50 112.5K 231,803
2021-09-20 Sung Derrick Officer S-Sale D Common Stock 115 37.96 4.4K 234,803
2021-09-20 French Glendon E. III Director / Officer S-Sale D Common Stock 1,700 38.01 64.6K 0
2021-09-16 French Glendon E. III Director / Officer S-Sale D Common Stock 25,000 38.86 971.5K 1,155,370
2021-09-15 Rose Geoffrey Beran Officer S-Sale D Common Stock 7,000 38.12 266.8K 159,814
2021-09-01 Sung Derrick Officer S-Sale D Common Stock 383 40.09 15.4K 237,803
2021-09-01 Sullivan Tiffany Director A-Award A Common Stock 4,610 0.00 4,610
2021-09-01 Rose Geoffrey Beran Officer S-Sale D Common Stock 355 40.09 14.2K 166,814
2021-09-01 Lynch Alissa Hsu Director A-Award A Common Stock 4,610 0.00 4,610
2021-09-01 Lehman David Aaron Officer S-Sale D Common Stock 383 40.09 15.4K 17,217
2021-09-01 French Glendon E. III Director / Officer S-Sale D Common Stock 1,421 40.09 57.0K 1,180,370
2021-08-19 French Glendon E. III Director / Officer S-Sale D Common Stock 1,000 36.59 36.6K 23,571
2021-08-16 Rose Geoffrey Beran Officer S-Sale D Common Stock 7,000 36.71 257.0K 166,885
2021-07-29 Sullivan Tiffany Director 0 0.00 0
2021-07-29 Lynch Alissa Hsu Director 0 0.00 0
2021-07-15 Rose Geoffrey Beran Officer S-Sale D Common Stock 758 37.57 28.5K 180,127
2021-07-15 French Glendon E. III Director / Officer S-Sale D Common Stock 11,163 38.86 433.8K 1,219,234
2021-07-13 BOSTON SCIENTIFIC CORP 10% Owner S-Sale D Common Stock 2,500,000 37.45 93.63M 1,488,106
2021-07-12 Florin Daniel P Director P-Purchase A Common Stock 2,500 40.00 100.0K 7,532
2021-06-25 Florin Daniel P Director P-Purchase A Common Stock 2,222 44.12 98.0K 5,032
2021-06-17 French Glendon E. III Director / Officer M-Exempt A Common Stock 4,375 2.20 9.6K 1,252,359
2021-06-01 Sung Derrick Officer A-Award A Employee Stock Option (right to buy) 39,900 43.40 1.73M 39,900
2021-06-01 Rose Geoffrey Beran Officer A-Award A Employee Stock Option (right to buy) 39,900 43.40 1.73M 39,900
2021-06-01 Melenikiotou Georgia Director A-Award A Common Stock 2,810 0.00 2,810
2021-06-01 Mead Dana G Jr. Director A-Award A Common Stock 2,810 0.00 29,125
2021-06-01 Lehman David Aaron Officer A-Award A Employee Stock Option (right to buy) 39,900 43.40 1.73M 39,900
2021-06-01 French Glendon E. III Director / Officer A-Award A Common Stock 45,600 0.00 1,247,984
2021-06-01 Florin Daniel P Director A-Award A Common Stock 2,810 0.00 2,810
2021-06-01 FERRARI RICHARD M Director A-Award A Common Stock 2,810 0.00 18,997
2021-06-01 Burns Thomas William Director A-Award A Common Stock 2,810 0.00 2,810
2021-05-24 Rose Geoffrey Beran Officer S-Sale D Common Stock 400 41.55 16.6K 163,285
2021-05-20 French Glendon E. III Director / Officer M-Exempt A Common Stock 10,000 2.20 22.0K 1,259,884
2021-05-18 Rose Geoffrey Beran Officer M-Exempt A Common Stock 49,428 1.40 69.2K 166,101
2021-05-10 Rose Geoffrey Beran Officer S-Sale D Common Stock 1 42.51 42.51 116,673
2021-04-19 Rose Geoffrey Beran Officer S-Sale D Common Stock 4,797 43.24 207.4K 121,470
2021-04-15 French Glendon E. III Director / Officer M-Exempt D Stock Option (Right to Buy) 25,000 2.20 55.0K 184,999
2021-04-06 Sung Derrick Officer S-Sale D Common Stock 600 48.33 29.0K 218,659
2021-04-06 BOSTON SCIENTIFIC CORP 10% Owner S-Sale D Common Stock 650,000 43.60 28.34M 3,988,106
2021-04-05 Sung Derrick Officer S-Sale D Common Stock 220 48.56 10.7K 223,659
2021-04-05 Rose Geoffrey Beran Officer S-Sale D Common Stock 266 48.46 12.9K 109,064
2021-03-30 BOSTON SCIENTIFIC CORP 10% Owner S-Sale D Common Stock 1,350,000 40.80 55.08M 4,638,106
2020-12-10 Rose Geoffrey Beran Officer M-Exempt D Employee Stock Option (right to buy) 22,000 1.40 30.8K 49,428
2020-10-05 Melenikiotou Georgia Director P-Purchase A Common Stock 26,315 19.00 500.0K 26,315
2020-10-05 Mead Dana G Jr. Director C-Conversion D Series E-1 Preferred Stock 87,475 0.00 0
2020-10-05 Lindstrand Staffan Director C-Conversion A Common Stock 78,550 0.00 1,116,724
2020-10-05 Lehman David Aaron Officer D Employee Stock Option (right to buy) 125,000 19.00 2.38M 0
2020-10-05 Florin Daniel P Director P-Purchase A Common Stock 15,789 19.00 300.0K 15,789
2020-10-05 FERRARI RICHARD M Director C-Conversion D Series C-1 Preferred Stock 327,560 0.00 0
2020-10-05 BOSTON SCIENTIFIC CORP 10% Owner C-Conversion D Series F-1 Preferred Stock 3,787,878 0.00 0
2020-09-30 Sung Derrick Officer D Common Stock 0 0.00 228,659
2020-09-30 Rose Geoffrey Beran Officer D Common Stock 0 0.00 113,861
2020-09-30 Melenikiotou Georgia Director 0 0.00 0
2020-09-30 Mead Dana G Jr. Director I Series D-1 Preferred Stock 168,223 0.00 0
2020-09-30 Lindstrand Staffan Director I Series C-1 Preferred Stock 13,252 0.00 0

Executive team

Top executives
EBIT / Employee
-184.4K
Shares Outstanding
42.24M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Steven S. Williamson Former Chief Executive Officer 493.5K 2.26M 752.4K 691.2K 4.20M 71.77%
2 2025 Glendon E. French Chief Executive Officer 116.2K 50.0K 3.22M 153.3K 3.54M 90.98%
3 2025 Derrick Sung Chief Operating Officer and Chief Financial Officer 83.3K 200.0K 2.67M 58.00 2.95M 90.40%
4 2025 Mehul Joshi Former Chief Financial Officer 381.2K 1.19M 408.8K 1.98M 60.18%
5 2025 David Lehman General Counsel 472.4K 1.19M 43.8K 452.00 1.71M 69.79%
6 2024 Steven S. Williamson Former Chief Executive Officer 461.4K 1.84M 2.54M 357.1K 34.5K 5.23M 83.70%
7 2024 Steven S. Williamson Chief Executive Officer 461.4K 1.84M 2.54M 357.1K 34.5K 5.23M 83.70%
8 2024 Mehul Joshi Chief Financial Officer 334.3K 200.0K 1.00M 1.51M 184.7K 14.7K 3.24M 77.38%
9 2024 Mehul Joshi Former Chief Financial Officer 334.3K 200.0K 1.00M 1.51M 184.7K 14.7K 3.24M 77.38%
10 2024 David Lehman General Counsel 458.6K 642.6K 213.8K 169.4K 696.00 1.49M 57.67%
11 2024 Glendon E. French Chief Executive Officer 195.6K 135.2K 330.8K 0.00%
12 2024 Glendon E. French Former Chief Executive Officer 195.6K 135.2K 330.8K 0.00%
13 2024 Derrick Sung Chief Operating Officer and Chief Financial Officer
14 2023 Glendon E. French Chief Executive Officer 580.0K 1.99M 2.77M 453.3K 666.00 5.80M 82.16%
15 2023 Glendon E. French Former Chief Executive Officer 580.0K 1.99M 2.77M 453.3K 666.00 5.80M 82.16%
16 2023 Derrick Sung, Ph.D Former Chief Financial Officer 357.5K 1.58M 734.6K 555.00 2.68M 86.62%
17 2023 David Lehman General Counsel 443.0K 1.36M 629.6K 207.7K 666.00 2.64M 75.32%
18 2023 Geoffrey Beran Rose Chief Commercial Officer 430.0K 905.8K 419.8K 201.6K 666.00 1.96M 67.70%
19 2022 Glendon E. French Chief Executive Officer 569.0K 215.9K 1.85M 1.82M 106.7K 666.00 4.57M 80.45%
20 2022 David Lehman General Counsel 426.0K 97.0K 823.4K 809.4K 47.9K 666.00 2.20M 74.07%
21 2022 Geoffrey Beran Rose Chief Commercial Officer 417.0K 95.0K 823.4K 809.4K 46.9K 1.4K 2.19M 74.45%
22 2021 Glendon E. French Chief Executive Officer 550.0K 56.1K 1.98M 1.93M 292.1K 1.4K 4.81M 81.31%
23 2021 David Lehman General Counsel 412.0K 25.2K 763.8K 744.1K 131.3K 666.00 2.08M 72.60%
24 2021 Geoffrey Beran Rose Chief Commercial Officer 380.0K 23.3K 763.8K 744.1K 121.1K 666.00 2.03M 74.18%
25 2020 Glendon E. French Chief Executive Officer 442.8K 2.75M 183.4K 666.00 3.37M 81.42%
26 2020 David Lehman General Counsel 97.0K 50.0K 1.22M 111.00 1.36M 89.22%
27 2020 Geoffrey Beran Rose Chief Commercial Officer 314.7K 426.4K 76.1K 666.00 817.9K 52.13%
28 2019 Glendon E. French Chief Executive Officer 412.0K 546.3K 163.5K 642.00 1.12M 48.67%
29 2019 Geoffrey Beran Rose Chief Commercial Officer 272.6K 137.2K 62.9K 642.00 473.3K 28.98%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-22 DEFA14A
2026-04-22 DEF 14A
2025-04-08 DEFA14A
2025-04-08 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-19 SD
2026-05-04 10-Q
2026-04-29 8-K
2026-04-22 DEFA14A
2026-04-22 DEF 14A
2026-04-22 ARS
2026-03-27 SC 13G/A
2026-03-10 S-8
2026-03-10 10-K
2026-03-09 SC 13G

Executive team

NameTitleCompensationGender
Geoffrey Beran Rose Chief Commercial Officer 632.3K male
David A. Lehman General Counsel & Secretary 516.6K male
Glendon E. French Chief Executive Officer, President & Director 319.5K male
Derrick Sung Chief Financial Officer & Chief Operating Officer 283.4K
Marcee Maroney Vice President of Marketing female
Narinder S. Shargill Senior Vice President of Global Medical & Clinical Affairs
Sri Radhakrishnan Chief Science & Technology Officer male
Srikanth Radhakrishnan Chief Science & Technology Officer male
John McKune VP of Finance & Corporate Controller male
Jérôme Erath Senior Vice President & GM of International male
Lisa Paul Chief People Officer female
ESG Rating
B-
MEDICAL - DEVICES
Rank: 119 out of 144
2026
E (Environmental)
50.0 / 62.5
Company / Sector avg.
S (Social)
63.3 / 68.9
Company / Sector avg.
G (Governance)
56.8 / 64.8
Company / Sector avg.
ESG Total
56.7 / 65.4
Company / Sector avg.
ESG Score History MEDICAL - DEVICES
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 history

Earnings history

Earnings reports

Stock splits