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The Marygold Companies, Inc. (MGLD)
USD1.11
-0.01 (-0.89%)
US AMEX Financial Services Asset Management
Address
120 Calle Iglesia 92672
San Clemente, CA, US
San Clemente, CA, US
CEO
Nicholas Daniel Gerber
Website
themarygoldcompanies.com
IPO
2022-03-14
CIK 1005101 ISIN US57403M1045
Description
Based in San Clemente, California, The Marygold Companies Inc., established in 1996 and known as Concierge Technologies, Inc. until March 2022, is a diversified holding company. Through its subsidiaries, Marygold engages in multiple sectors across the United States, New Zealand, Australia, and Canada. The company provides investment fund management services, advising various exchange-traded funds and products organized as limited partnerships or trusts. Its food division manufactures and distributes meat pies and other baked goods to grocers, convenience stores, and independent retailers, while also producing specialty wrappers for the food industry. In the beauty sector, Marygold formulates and wholesales hair and skin care products under the 'Original Sprout' brand, supplying them to salons, resorts, grocery stores, health food stores, and e-commerce platforms. Additionally, it sells and installs commercial and residential alarm monitoring systems under the Brigadier Security Systems and Elite Security names. The company is also actively developing a FinTech software application aimed at enhancing the mobile banking experience.
Market Cap & Enterprise Value
Merger & Acquisition History
| Target company | Date | Filing |
|---|---|---|
| Concierge | 2000-06-08 | View |
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD1.11
-0.01 (-0.89%)
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Volume Profile
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Liquidity & share structure
Average Volume
19.2K
Beta
0.19
Float Shares
10.44M
Free Float %
24.4%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.77% | +5.71% | -5.93% | +5.71% | +11.56% | +25.74% | +13.27% | -26.00% | -67.26% | -67.26% | -67.26% |
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
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
1.11
DCF (Unlevered)
0.15
-86.5%
DCF (Levered)
0.12
-88.9%
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)
| Rating | 2024-11 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
7.44
Safe zone
Piotroski F-Score
2 / 9
Weak
MOAT Score
3 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
2 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%-8.2% Q1'26: +2.3% (vs Q1'25)
-
EPS growth Asset Management: +22.7%-40.0% Q1'26: +121.0% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%-26.3% Q1'26: -14.0% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%-20.6% Q1'26: +3.1% (vs Q1'25)
-
ROIC Asset Management: +6.5%-49.5% Q1'26: +4.4% (vs Q1'25)
-
Share dilution Asset Management: +0.0%+3.2% Q1'26: +5.5% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×-0.43× Q1'26: 0.40× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Jun 2023 actual |
Jun 2024 actual |
|---|---|---|
| Revenue |
34.88M
est: 34.88M (+0.0%)
|
32.84M
est: 69.75M (-52.9%)
|
| EBITDA |
2.21M
est: 4.01M (-44.8%)
|
-4.85M
est: 8.03M (-160.4%)
|
| EBIT |
1.61M
est: 3.22M (-49.8%)
|
-5.43M
est: 6.43M (-184.4%)
|
| Net Income |
1.17M
|
-4.07M
|
| SGA |
19.74M
est: 21.61M (-8.6%)
|
23.24M
est: 43.21M (-46.2%)
|
| EPS |
0.03
|
-0.10
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | C | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-07 | C | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-06 | C | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-05 | C | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-04 | C | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-01 | C | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-30 | C | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-29 | C | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-28 | C | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-27 | C | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-24 | C | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-23 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-22 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-21 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-20 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-17 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-16 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-1.68M
OE per share TTM
-0.04
Owner's Yield
-3.45%
Maintenance CapEx ratio
4.55%
Maint CapEx / Avg PPE
6.2%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
9
Total invested
272.7K
Insider transactions (90d)
0
Beneficial owners (>5%)
6
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NICHOLAS AND MELINDA GERBER LIVING TRUST | 669.35M | 56.80% | — | 699.35M | — | — | OO | United States of America | 2015-02-09 | ↗ |
| 2 | NICHOLAS DANIEL GERBER | 669.35M | 56.80% | — | 699.35M | — | — | IN | United States of America | 2015-02-09 | ↗ |
| 3 | SCHOENBERGER FAMILY TRUST | 349.68M | 36.30% | — | 349.68M | — | — | OO | United States of America | 2015-02-09 | ↗ |
| 4 | SCOTT SCHOENBERGER | 349.68M | 36.30% | — | 349.68M | — | — | IN | United States of America | 2015-02-09 | ↗ |
| 5 | ASHER ENTERPRISES, INC. | 5.42M | 4.99% | — | — | — | — | CO | Citizenship or Place of Organization | 2014-10-15 | ↗ |
| 6 | Sheila Gerber | 3.18M | 8.08% | 3.18M | — | 3.18M | — | IN | United States of America | 2022-06-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2025 Q4
Investors holding
9
-1 vs prev Q
New positions
1
Closed positions
2
Increased
5
Reduced
1
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | GEODE CAPITAL MANAGEMENT, LLC | 108.9K +16.9K (+18.4%) | 96.1K -2.3K (-2.3%) | 0.25% +0.034 pp | 0.00% +0.000 pp | USD1.03 -14.6% | 9 qtrs — |
| 2 | VANGUARD GROUP INC | 84.3K +2.1K (+2.5%) | 74.5K -13.6K (-15.4%) | 0.20% -0.001 pp | 0.00% +0.000 pp | USD1.07 -17.8% | 2 qtrs — |
| 3 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 79.8K +— (+0.0%) | 70.4K -14.9K (-17.5%) | 0.19% -0.005 pp | 0.00% 0.000 pp | USD1.27 -30.7% | 15 qtrs — |
| 4 | CITADEL ADVISORS LLC | 31.6K +8.7K (+38.2%) | 27.9K +3.4K (+14.0%) | 0.07% +0.019 pp | 0.00% +0.000 pp | USD1.15 -23.5% | 5 qtrs — |
| 5 | TOWER RESEARCH CAPITAL LLC (TRC) | 3.4K -1.2K (-25.7%) | 3.0K -1.9K (-38.7%) | 0.01% -0.003 pp | 0.00% 0.000 pp | USD1.40 -37.1% | 16 qtrs — |
| 6 | UBS GROUP AG | 519.00 +519.0 (+100.0%) | 458.00 +458.0 (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD0.88 +0.0% | 1 qtrs NEW |
| 7 | SBI SECURITIES CO., LTD. | 170.00 +— (+0.0%) | 150.00 -32.0 (-17.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.76 -50.0% | 5 qtrs — |
| 8 | BANK OF AMERICA CORP /DE/ | 153.00 +9.0 (+6.3%) | 135.00 -19.0 (-12.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.16 -24.1% | 9 qtrs — |
| 9 | MORGAN STANLEY | 1.00 +— (+0.0%) | 1.00 -1.0 (-50.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.00 -12.0% | 6 qtrs — |
| 10 | JPMORGAN CHASE & CO | — -24.0 (-100.0%) | — -26.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 3 qtrs SOLD |
| 11 | WESTSIDE INVESTMENT MANAGEMENT, INC. | — -7.0 (-100.0%) | — -7.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 12 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 12 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Micro-Cap ETF IWC | 0.00% | 34.5K | 0.60% |
| 2 | Vanguard Extended Market ETF VXF | 0.00% | 209.1K | 0.05% |
| 3 | Vanguard U.S. Total Market Shares Index ETF VTS.AX | 0.00% | 190.35 | 0.03% |
| 4 | Vanguard U.S. Total Market Index ETF VUN.TO | 0.00% | 522.65 | 0.17% |
| 5 | Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO | 0.00% | 38.61 | 0.17% |
| 6 | Vanguard Total Stock Market ETF VTI | 0.00% | 89.5K | 0.03% |
| 7 | Vanguard All-Equity ETF Portfolio VEQT.TO | 0.00% | 195.79 | 0.22% |
| 8 | Vanguard Growth ETF Portfolio VGRO.TO | 0.00% | 106.85 | 0.22% |
| 9 | Vanguard Balanced ETF Portfolio VBAL.TO | 0.00% | 43.19 | 0.22% |
| 10 | Vanguard Conservative ETF Portfolio VCNS.TO | 0.00% | 4.74 | 0.22% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
8
Sells
0
Shares acquired
84.6K
Shares disposed
—
Cash buys
3.00
Cash sales
—
Net activity
+84,622
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-12-10 | Nicholas & Melinda Gerber Living Trust | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 25,000 | 0.93 | 23.2K | 18,751,125 | D | ↗ |
| 2025-12-03 | Nicholas & Melinda Gerber Living Trust | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 15,352 | 1.03 | 15.7K | 18,726,125 | D | ↗ |
| 2025-11-20 | Nicholas & Melinda Gerber Living Trust | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 20,000 | 1.05 | 21.0K | 18,710,773 | D | ↗ |
| 2025-11-07 | Mullins Derek Jason | Director | A-Award | A | Common Stock | 4,854 | 1.03 | 5.0K | 14,779 | D | ↗ |
| 2025-11-07 | Harris Joya | Director | A-Award | A | Common Stock | 4,854 | 1.03 | 5.0K | 14,779 | D | ↗ |
| 2025-11-07 | Grogan Erin | Director | A-Award | A | Common Stock | 4,854 | 1.03 | 5.0K | 14,779 | D | ↗ |
| 2025-11-07 | Gonzalez Matt | Director | A-Award | A | Common Stock | 4,854 | 1.03 | 5.0K | 14,779 | D | ↗ |
| 2025-11-07 | Alexander James S | Director | A-Award | A | Common Stock | 4,854 | 1.03 | 5.0K | 14,676 | D | ↗ |
| 2025-06-20 | Nicholas & Melinda Gerber Living Trust | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 50,000 | 1.00 | 49.8K | 18,690,773 | D | ↗ |
| 2025-02-24 | Nicholas & Melinda Gerber Living Trust | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 50,000 | 1.05 | 52.6K | 18,640,773 | D | ↗ |
| 2025-02-14 | Nicholas & Melinda Gerber Living Trust | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 47,600 | 1.10 | 52.4K | 18,590,773 | D | ↗ |
| 2025-02-11 | Nicholas & Melinda Gerber Living Trust | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 32,258 | 1.06 | 34.0K | 18,543,173 | D | ↗ |
| 2024-12-20 | Nicholas & Melinda Gerber Living Trust | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 42,149 | 1.72 | 72.5K | 18,510,915 | D | ↗ |
| 2024-12-09 | Mullins Derek Jason | Director | A-Award | A | Common Stock | 3,378 | 1.48 | 5.0K | 9,925 | D | ↗ |
| 2024-12-09 | Harris Joya | Director | A-Award | A | Common Stock | 3,378 | 1.48 | 5.0K | 9,925 | D | ↗ |
| 2024-12-09 | Grogan Erin | Director | A-Award | A | Common Stock | 3,378 | 1.48 | 5.0K | 9,925 | D | ↗ |
| 2024-12-09 | Gonzalez Matt | Director | A-Award | A | Common Stock | 3,378 | 1.48 | 5.0K | 9,925 | D | ↗ |
| 2024-12-09 | Alexander James S | Director | A-Award | A | Common Stock | 3,378 | 1.48 | 5.0K | 9,822 | D | ↗ |
| 2024-12-06 | Mullins Derek Jason | Director | A-Award | A | Common Stock | 3,623 | 1.38 | 5.0K | 6,444 | D | ↗ |
| 2024-12-06 | Harris Joya | Director | A-Award | A | Common Stock | 3,623 | 1.38 | 5.0K | 6,444 | D | ↗ |
| 2024-12-06 | Grogan Erin | Director | A-Award | A | Common Stock | 3,623 | 1.38 | 5.0K | 6,444 | D | ↗ |
| 2024-12-06 | Gonzalez Matt | Director | A-Award | A | Common Stock | 3,623 | 1.38 | 5.0K | 6,444 | D | ↗ |
| 2024-12-06 | Alexander James S | Director | A-Award | A | Common Stock | 3,623 | 1.38 | 5.0K | 6,444 | D | ↗ |
| 2024-11-21 | Yu Carolyn M. | Officer | S-Sale | D | Common Stock | 7,000 | 1.51 | 10.6K | 0 | I | ↗ |
| 2024-11-21 | Nicholas & Melinda Gerber Living Trust | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 50,000 | 1.51 | 75.4K | 18,468,766 | D | ↗ |
| 2024-05-21 | Nicholas & Melinda Gerber Living Trust | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 80,000 | 1.35 | 107.8K | 18,418,766 | — | ↗ |
| 2024-03-18 | Nicholas & Melinda Gerber Living Trust | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 50,000 | 1.36 | 68.0K | 18,338,766 | — | ↗ |
| 2024-03-13 | Nicholas & Melinda Gerber Living Trust | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 25,000 | 1.11 | 27.7K | 18,288,766 | — | ↗ |
| 2024-02-21 | Nicholas & Melinda Gerber Living Trust | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 13,751 | 1.11 | 15.2K | 18,263,766 | — | ↗ |
| 2023-10-31 | West Scott Allen | Officer | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-07-06 | Alexander James S | Director | A-Award | A | Common Stock | 2,821 | 1.02 | 2.9K | 2,821 | D | ↗ |
| 2023-04-17 | Alexander James S | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-03-29 | Mullins Derek Jason | Director | A-Award | A | Common Stock | 2,924 | 1.71 | 5.0K | 2,924 | D | ↗ |
| 2023-03-29 | Harris Joya | Director | A-Award | A | Common Stock | 2,924 | 1.71 | 5.0K | 2,924 | D | ↗ |
| 2023-03-29 | Grogan Erin | Director | A-Award | A | Common Stock | 2,924 | 1.71 | 5.0K | 2,924 | D | ↗ |
| 2023-03-29 | Gonzalez Matt | Director | A-Award | A | Common Stock | 2,924 | 1.71 | 5.0K | 2,924 | D | ↗ |
| 2022-10-13 | Neibert David Wayne | Officer | P-Purchase | A | common stock | 7,500 | 1.30 | 9.7K | 51,948 | — | ↗ |
| 2022-08-15 | Yu Carolyn M. | Officer | — | I | Common Stock | 0 | 0.00 | — | 7,000 | — | ↗ |
| 2022-07-22 | Rooney Kathryn D. | Director | P-Purchase | A | Common Stock | 2,000 | 1.38 | 2.8K | 2,000 | — | ↗ |
| 2022-05-20 | Gerber Nicholas Daniel | Officer | P-Purchase | A | Common Stock | 120,000 | 1.07 | 128.4K | 18,250,015 | — | ↗ |
| 2019-05-22 | Neibert David Wayne | Director / Officer | P-Purchase | A | Common stock | 500 | 1.09 | 545.00 | 36,748 | — | ↗ |
| 2019-05-14 | Anderson Kelly | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-02-20 | Neibert David Wayne | Director / Officer | P-Purchase | A | Common stock | 350 | 1.25 | 437.50 | 36,248 | — | ↗ |
| 2019-02-08 | Nicholas & Melinda Gerber Living Trust | 10% Owner | C-Conversion | D | Series B Voting, Convertible Preferred Stock | 383,919 | 0.00 | — | 0 | — | ↗ |
| 2019-02-08 | Gerber Nicholas Daniel | Director / Officer / 10% Owner | C-Conversion | D | Series B Voting, Convertible Preferred Stock | 383,919 | 0.00 | — | 0 | — | ↗ |
| 2019-02-07 | Nicholas & Melinda Gerber Living Trust | 10% Owner | C-Conversion | A | Common Stock | 7,678,380 | 0.00 | — | 18,130,015 | — | ↗ |
| 2019-02-07 | Gerber Nicholas Daniel | Director / Officer / 10% Owner | C-Conversion | A | Common Stock | 7,678,380 | 0.00 | — | 18,130,015 | — | ↗ |
| 2018-05-31 | Neibert David Wayne | Director / Officer | P-Purchase | A | Common stock | 1,000 | 1.00 | 1.0K | 35,898 | — | ↗ |
| 2017-11-10 | Crumbaugh Stuart P. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2017-03-20 | mullins derek jason | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2017-03-20 | Rooney Kathryn D. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2017-03-20 | Harris Joya | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2017-03-20 | Grogan Erin | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2017-03-20 | Coffey Tabatha | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2016-12-09 | Gerber Family Irrevocable Trust | 10% Owner | — | D | Common Stock | 0 | 0.00 | — | 168,706,288 | — | ↗ |
| 2016-12-09 | Gerber Eliot | 10% Owner | — | D | Common Stock | 0 | 0.00 | — | 106,308,072 | — | ↗ |
| 2016-12-08 | Schoenberger Scott | Director / 10% Owner | J-Other | A | Common stock | 105,971,611 | 0.00 | — | 119,304,945 | — | ↗ |
| 2016-12-08 | Schoenberger Family Trust | 10% Owner | J-Other | A | Common stock | 105,971,611 | 0.00 | — | 119,304,945 | — | ↗ |
| 2016-12-08 | Nicholas & Melinda Gerber Living Trust | 10% Owner | J-Other | A | Series B Voting, Convertible, Preferred Stock | 9,354,119 | 0.00 | — | 11,517,552 | — | ↗ |
| 2016-12-08 | Gerber Nicholas Daniel | Director / Officer / 10% Owner | J-Other | A | Common stock | 286,882,373 | 0.00 | — | 313,549,040 | — | ↗ |
| 2016-11-25 | Schoenberger Scott | Director / 10% Owner | P-Purchase | A | Convertible promissory note (right to buy) | 2,124,983 | 0.13 | 276.2K | 2,124,983 | — | ↗ |
| 2016-11-25 | Gerber Nicholas Daniel | Director / Officer / 10% Owner | P-Purchase | A | Convertible promissory note (right to buy) | 2,124,983 | 0.13 | 276.2K | 10,072,416 | — | ↗ |
| 2016-07-27 | Gerber Nicholas Daniel | Director / Officer | P-Purchase | A | Convertible Promissory Note (Right to Buy) | 4,972,458 | 0.10 | 497.2K | 4,972,458 | — | ↗ |
| 2016-01-27 | Gerber Nicholas Daniel | Director / Officer / 10% Owner | P-Purchase | A | Convertible promissory note (right to buy) | 4,972,458 | 0.10 | 497.2K | 4,972,458 | — | ↗ |
| 2016-01-08 | Neibert David Wayne | Director / Officer | P-Purchase | A | common stock | 5,000 | 0.03 | 125.00 | 1,047,577 | — | ↗ |
| 2016-01-04 | Neibert David Wayne | Director / Officer | P-Purchase | A | common stock | 10,000 | 0.04 | 350.00 | 1,042,577 | — | ↗ |
| 2015-12-31 | Neibert David Wayne | Director / Officer | P-Purchase | A | common stock | 50,000 | 0.04 | 1.8K | 1,032,577 | — | ↗ |
| 2015-12-29 | Neibert David Wayne | Director / Officer | P-Purchase | A | common stock | 18 | 0.02 | 0.38 | 982,577 | — | ↗ |
| 2015-12-28 | Neibert David Wayne | Director / Officer | P-Purchase | A | common stock | 25,000 | 0.04 | 925.00 | 982,559 | — | ↗ |
| 2015-12-24 | Neibert David Wayne | Director / Officer | P-Purchase | A | common stock | 10,000 | 0.04 | 350.00 | 957,559 | — | ↗ |
| 2015-05-07 | Park Peter | — | D-Return | D | Common Stock | 34,000,000 | 0.01 | 340.0K | 10,063,640 | — | ↗ |
| 2015-05-07 | Choi Nelson | — | D-Return | D | Common Stock | 34,000,000 | 0.01 | 340.0K | 0 | — | ↗ |
| 2015-01-26 | Schoenberger Scott | Director / 10% Owner | — | I | Series B Voting, Convertible Preferred Stock | 216,343,340 | 0.00 | — | 0 | — | ↗ |
| 2015-01-26 | Schoenberger Family Trust | 10% Owner | — | D | Series B Voting, Convertible Preferred Stock | 216,343,340 | 0.00 | — | 0 | — | ↗ |
| 2015-01-26 | Nicholas & Melinda Gerber Living Trust | 10% Owner | — | D | Common Stock | 0 | 0.00 | — | 266,666,667 | — | ↗ |
| 2015-01-26 | Gerber Nicholas Daniel | Director / Officer / 10% Owner | — | I | Series B Voting, Convertible Preferred Stock | 432,686,640 | 0.00 | — | 0 | — | ↗ |
| 2013-01-31 | Park Peter | Director | — | D | Series B Preferred Stock | 0 | 0.00 | — | 2,203,182 | — | ↗ |
| 2013-01-31 | Choi Nelson | Director | — | D | Series B Preferred Stock | 0 | 0.00 | — | 2,203,182 | — | ↗ |
| 2010-09-08 | Kim Hansu | Director | — | I | Series B Preferred Stock | 0 | 0.00 | — | 3,500,856 | — | ↗ |
| 2010-09-08 | Gonzalez Matt | Director | — | I | Series B Preferred Stock | 0 | 0.00 | — | 3,500,856 | — | ↗ |
| 2004-05-06 | Neibert David Wayne | Director / Officer | — | D | Common Stock | 0 | 0.00 | — | 6,000,000 | — | ↗ |
| 2004-01-05 | KAHN ALLEN E | Director / Officer / 10% Owner | P-Purchase | D | Common | 10,000 | 0.05 | 480.00 | 23,924,118 | — | ↗ |
| 2004-01-02 | KAHN ALLEN E | Director / Officer / 10% Owner | P-Purchase | D | Common | 75,000 | 0.05 | 3.7K | 23,934,118 | — | ↗ |
| 2003-12-31 | KAHN ALLEN E | Director / Officer / 10% Owner | P-Purchase | D | Common | 225,000 | 0.05 | 10.6K | 24,009,118 | — | ↗ |
| 2003-12-30 | KAHN ALLEN E | Director / Officer / 10% Owner | P-Purchase | D | Common | 200,000 | 0.04 | 7.8K | 24,236,118 | — | ↗ |
| 2003-07-08 | KAHN ALLEN | Director / Officer / 10% Owner | S-Sale | D | Common | 9,000 | 0.02 | 196.20 | 24,349,135 | — | ↗ |
| 2003-07-07 | KAHN ALLEN | Director / Officer / 10% Owner | S-Sale | D | Common | 30,000 | 0.02 | 669.00 | 24,358,135 | — | ↗ |
| 2003-06-30 | KAHN ALLEN | Director / Officer / 10% Owner | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2003-05-22 | KAHN ALLEN | Director / Officer / 10% Owner | S-Sale | D | Common | 35,000 | 0.02 | 619.50 | 24,388,135 | — | ↗ |
| 2003-05-07 | KAHN ALLEN | Director / Officer / 10% Owner | S-Sale | D | Common | 50,000 | 0.02 | 905.00 | 24,423,135 | — | ↗ |
| 2003-05-05 | KAHN ALLEN | Director / Officer / 10% Owner | S-Sale | D | Common | 15,000 | 0.02 | 271.50 | 24,473,135 | — | ↗ |
| 2003-01-14 | KAHN ALLEN | Director / Officer / 10% Owner | G-Gift | D | Common | 500,000 | 0.00 | — | 24,488,135 | — | ↗ |
Executive team
Top executives
EBIT / Employee
-53.5K
Shares Outstanding
42.81M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | David W. Neibert Chief Operations Officer | 448.1K | — | — | — | — | 58.6K | 506.7K | 0.00% | ↗ |
| 2 | 2025 | Carolyn M. Yu Chief Legal Officer | 425.0K | — | — | — | — | 56.1K | 481.1K | 0.00% | ↗ |
| 3 | 2025 | Nicholas D. Gerber Chief Executive Officer | 400.0K | — | — | — | — | 57.3K | 457.3K | 0.00% | ↗ |
| 4 | 2024 | David W. Neibert Chief Operations Officer | 425.5K | — | — | — | — | 57.3K | 482.8K | 0.00% | ↗ |
| 5 | 2024 | Carolyn M. Yu Chief Legal Officer | 425.0K | — | — | — | — | 55.5K | 480.5K | 0.00% | ↗ |
| 6 | 2024 | Nicholas D. Gerber Chief Executive Officer | 400.0K | — | — | — | — | 54.0K | 454.0K | 0.00% | ↗ |
| 7 | 2023 | Carolyn M. Yu Chief Legal Officer | 425.0K | — | — | — | — | 12.7K | 437.7K | 0.00% | ↗ |
| 8 | 2023 | David W. Neibert Chief Operations Officer | 425.0K | — | — | — | — | 12.7K | 437.7K | 0.00% | ↗ |
| 9 | 2023 | Nicholas D. Gerber Chief Executive Officer | 400.0K | — | — | — | — | 12.7K | 412.7K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| John Love | Chief Executive Officer of USCF | 562.5K | male |
| David Wayne Neibert | Chief Operating Officer, Secretary & Director | 506.7K | male |
| Carolyn Marie Yu | Chief Legal Officer & Chief Continuity Officer | 481.1K | female |
| Nicholas Daniel Gerber | Chairman, Chief Executive Officer & President | 457.3K | male |
| Ian Gass | Chief Product Officer - UK | — | male |
| Kathryn D. Rooney | Chief Communications Officer | — | female |
| Scott Allen West | Chief Accounting Officer | — | male |
ESG Rating
ESG Score History ASSET MANAGEMENT
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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Community Opinion for MGLD
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
