Nature's Sunshine Products, Inc. (NATR)
Lehi, UT, US
Nature's Sunshine Products, Inc. is a natural health and wellness enterprise that primarily manufactures and distributes a wide array of nutritional supplements and personal care products. The company's operational reach spans several continents, including Asia, Europe, North America, and Latin America. Its comprehensive nutritional offerings cater to general well-being, providing support for blood sugar regulation, bone density, cellular vitality, cognitive sharpness, joint mobility, mood balance, sexual wellness, sleep quality, athletic performance, and visual acuity. Additionally, it supplies specialized products for immune support, cardiovascular health, and digestive function, alongside solutions for weight management. In the personal care segment, their product line includes items such as essential oils and lotions, aloe vera gels, botanical shampoos, herbal skin treatments, dental care products like toothpaste, and skin cleansing formulations. These goods are sold under the company's proprietary Nature's Sunshine and Synergy WorldWide brands, primarily through an extensive network of independent sales consultants. Established in 1972, the organization is headquartered in Lehi, Utah.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.13% | -14.36% | -16.71% | -15.36% | +8.41% | +3.94% | +55.33% | +111.21% | +20.20% | +161.12% | +899.39% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 2 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 1 |
21.00
-0.3%
|
| All Time | 2 |
19.50
-7.4%
|
-
Revenue growth Packaged Foods: +4.4%+5.7% ★ Q1'26: +8.5% (vs Q1'25)
-
EPS growth Packaged Foods: +14.6%+165.0% ★ Q1'26: +16.0% (vs Q1'25)
-
FCF margin FCF growth · Packaged Foods: +15.9%+5.2% ★ Q1'26: -3.5% (vs Q1'25)
-
EBIT margin Packaged Foods: +7.9%+6.2% Q1'26: +7.8% (vs Q1'25)
-
ROIC Packaged Foods: +7.0%+23.7% ★ Q1'26: +23.5% (vs Q1'25)
-
Share dilution Packaged Foods: +0.0%-0.8% ★ Q1'26: -4.9% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Packaged Foods: 0.19×0.43× ★ Q1'26: 0.44× (vs Q1'25)
* 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.
| Metric |
Dec 1994 actual |
Dec 1996 actual |
Dec 1997 actual |
Dec 1998 actual |
Dec 1999 actual |
Dec 2000 actual |
Dec 2001 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 1 EPS Ana. |
Dec 2027 2 Rev. Ana. 2 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
160.90M
est: 158.80M (+1.3%)
|
249.00M
est: 242.59M (+2.6%)
|
280.90M
est: 268.45M (+4.6%)
|
296.10M
est: 289.47M (+2.3%)
|
289.20M
est: 297.45M (-2.8%)
|
314.82M
est: 311.38M (+1.1%)
|
318.72M
est: 335.50M (-5.0%)
|
366.37M
est: 654.12M (-44.0%)
|
324.71M
est: 346.40M (-6.3%)
|
341.16M
est: 346.40M (-1.5%)
|
342.03M
est: 355.90M (-3.9%)
|
444.08M
est: 435.50M (+2.0%)
|
421.91M
est: 419.40M (+0.6%)
|
445.32M
est: 441.68M (+0.8%)
|
454.36M
est: 445.48M (+2.0%)
|
480.14M
est: 477.82M (+0.5%)
|
506.44M
505.80M – 507.08M
+6.0% YoY
|
530.82M
529.20M – 532.44M
+4.8% YoY
|
542.56M
541.38M – 543.74M
+2.2% YoY
|
| EBITDA |
17.30M
est: 17.00M (+1.8%)
|
29.80M
est: 30.31M (-1.7%)
|
35.30M
est: 35.56M (-0.7%)
|
40.90M
est: 42.22M (-3.1%)
|
33.20M
est: 36.12M (-8.1%)
|
33.55M
est: 34.69M (-3.3%)
|
30.73M
est: 33.58M (-8.5%)
|
25.66M
est: 11.57M (+121.8%)
|
21.70M
est: 27.91M (-22.2%)
|
14.85M
est: 27.91M (-46.8%)
|
10.02M
est: 28.67M (-65.0%)
|
43.23M
est: 35.08M (+23.2%)
|
31.15M
est: 33.79M (-7.8%)
|
32.09M
est: 35.91M (-10.6%)
|
32.79M
est: 36.22M (-9.5%)
|
43.75M
est: 38.85M (+12.6%)
|
41.18M
41.12M – 41.23M
+6.0% YoY
|
43.16M
43.03M – 43.29M
+4.8% YoY
|
44.11M
44.02M – 44.21M
+2.2% YoY
|
| EBIT |
14.20M
est: 13.98M (+1.6%)
|
26.40M
est: 25.73M (+2.6%)
|
31.00M
est: 29.57M (+4.8%)
|
36.10M
est: 35.18M (+2.6%)
|
27.10M
est: 27.65M (-2.0%)
|
26.63M
est: 26.63M (+0.0%)
|
23.90M
est: 24.88M (-4.0%)
|
21.25M
est: 20.50M (+3.6%)
|
17.18M
est: 17.65M (-2.7%)
|
10.04M
est: 17.65M (-43.1%)
|
1.39M
est: 18.13M (-92.4%)
|
32.07M
est: 22.19M (+44.5%)
|
15.46M
est: 21.37M (-27.6%)
|
20.27M
est: 22.75M (-10.9%)
|
18.57M
est: 22.95M (-19.1%)
|
29.91M
est: 24.61M (+21.5%)
|
26.09M
26.05M – 26.12M
+6.0% YoY
|
27.34M
27.26M – 27.43M
+4.8% YoY
|
27.95M
27.89M – 28.01M
+2.2% YoY
|
| Net Income |
8.40M
est: 8.23M (+2.0%)
|
16.80M
est: 16.29M (+3.1%)
|
20.10M
est: 19.01M (+5.7%)
|
23.30M
est: 22.82M (+2.1%)
|
17.80M
est: 18.30M (-2.7%)
|
17.13M
est: 17.09M (+0.2%)
|
16.66M
est: 17.42M (-4.4%)
|
10.02M
est: 5.17M (+93.7%)
|
14.69M
est: 14.89M (-1.4%)
|
2.14M
est: 14.89M (-85.6%)
|
-12.94M
est: 16.20M (-179.9%)
|
28.85M
est: 15.27M (+89.0%)
|
-390.0K
est: -1.86M (+79.1%)
|
15.08M
est: 15.11M (-0.2%)
|
7.70M
est: 12.20M (-36.9%)
|
19.52M
est: 21.24M (-8.1%)
|
20.50M
20.44M – 20.56M
-3.5% YoY
|
21.70M
19.76M – 27.52M
+5.8% YoY
|
—
— – —
-100.0% YoY
|
| SGA |
115.90M
est: 114.46M (+1.3%)
|
177.70M
est: 172.80M (+2.8%)
|
198.30M
est: 188.98M (+4.9%)
|
207.80M
est: 203.19M (+2.3%)
|
210.90M
est: 216.64M (-2.7%)
|
232.74M
est: 229.68M (+1.3%)
|
237.17M
est: 248.48M (-4.6%)
|
255.74M
est: 295.30M (-13.4%)
|
225.49M
est: 233.10M (-3.3%)
|
240.18M
est: 233.10M (+3.0%)
|
249.61M
est: 239.49M (+4.2%)
|
293.95M
est: 293.05M (+0.3%)
|
283.50M
est: 282.22M (+0.5%)
|
302.38M
est: 296.45M (+2.0%)
|
304.59M
est: 299.00M (+1.9%)
|
322.98M
est: 320.71M (+0.7%)
|
339.92M
339.49M – 340.35M
+6.0% YoY
|
356.28M
355.19M – 357.36M
+4.8% YoY
|
364.16M
363.37M – 364.95M
+2.2% YoY
|
| EPS |
0.45
est: 0.49 (-8.2%)
|
0.86
est: 0.82 (+4.9%)
|
1.08
est: 0.97 (+11.3%)
|
1.27
est: 1.20 (+5.8%)
|
1.01
est: 1.08 (-6.5%)
|
1.02
est: 1.02 (+0.0%)
|
1.02
est: 1.10 (-7.3%)
|
0.58
est: 1.11 (-47.7%)
|
0.79
est: 0.80 (-1.3%)
|
0.11
est: 0.80 (-86.3%)
|
-0.69
est: 0.87 (-179.3%)
|
1.45
est: 0.82 (+76.8%)
|
-0.02
est: -0.10 (+80.0%)
|
0.79
est: 0.82 (-3.5%)
|
0.41
est: 0.66 (-38.0%)
|
1.08
est: 1.15 (-6.1%)
|
1.11
1.11 – 1.11
-3.5% YoY
|
1.28
1.07 – 1.49
+15.3% YoY
|
—
— – —
-100.0% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | A | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-06 | A | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-05 | A | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-04 | A | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-01 | A | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-30 | A | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-29 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-28 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-24 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Shanghai Fosun Pharmaceutical (Group) Co., Ltd. | 2.85M | 15.00% | 2.85M | — | 2.85M | — | CO | China | 2014-09-02 | ↗ |
| 2 | NELSON OBUS | 1.87M | 10.10% | 1.87M | — | 1.87M | — | IN | Delaware | 2015-04-30 | ↗ |
| 3 | JoSHUA Landes | 1.82M | 9.80% | 1.82M | — | 1.82M | — | IN | Delaware | 2015-04-30 | ↗ |
| 4 | WYNNEFIELD CAPITAL MANAGEMENT, LLC | 1.45M | 7.80% | 1.45M | — | 1.45M | — | OO | Delaware | 2015-04-30 | ↗ |
| 5 | 14-1770168 | 1.16M | 5.86% | 1.16M | — | 1.16M | — | IA | New York | 2022-02-07 | ↗ |
| 6 | The Vanguard Group - 23-1945930 | 1.03M | 5.23% | — | 7.4K | 1.02M | — | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 7 | Phil Frohlich | 1.01M | 5.11% | 1.01M | — | 1.01M | — | HC, IN | U.S. Citizen | 2022-02-09 | ↗ |
| 8 | Prescott Group Capital Management, L.L.C. | 1.01M | 5.11% | 1.01M | — | 1.01M | — | IA | State of Oklahoma | 2022-02-09 | ↗ |
| 9 | Prescott Group Aggressive Small Cap II, L.P. | 1.01M | 5.10% | — | 1.01M | — | — | PN | State of Oklahoma | 2022-02-09 | ↗ |
| 10 | Prescott Group Aggressive Small Cap Master Fund, G.P. | 1.01M | 5.10% | — | 1.01M | — | — | PN | State of Oklahoma | 2022-02-09 | ↗ |
| 11 | Prescott Group Aggressive Small Cap, L.P. | 1.01M | 5.10% | — | 1.01M | — | — | PN | State of Oklahoma | 2022-02-09 | ↗ |
| 12 | WYNNEFIELD PARTNERS SMALL CAP VALUE, L.P. I | 865.8K | 4.70% | 865.8K | — | 865.8K | — | PN | Delaware | 2015-04-30 | ↗ |
| 13 | WYNNEFIELD PARTNERS SMALL CAP VALUE, L.P. | 580.9K | 3.10% | 580.9K | — | 580.9K | — | PN | Delaware | 2015-04-30 | ↗ |
| 14 | WYNNEFIELD CAPITAL, INC. | 373.3K | 2.00% | 373.3K | — | 373.3K | — | CO | Delaware | 2015-04-30 | ↗ |
| 15 | WYNNEFIELD SMALL CAP VALUE OFFSHORE FUND, LTD. | 373.3K | 2.00% | 373.3K | — | 373.3K | — | CO | Delaware | 2015-04-30 | ↗ |
| 16 | WYNNEFIELD CAPITAL, INC. PROFIT SHARING PLAN | 45.3K | 0.20% | 45.3K | — | 45.3K | — | EP | Delaware | 2015-04-30 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | WYNNEFIELD CAPITAL INC | 2.47M +— (+0.0%) | 53.38M +15.0M (+39.0%) | 14.02% +0.585 pp | 30.02% +6.942 pp | USD15.16 +42.3% | 51 qtrs — |
| 2 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 1.78M +— (+0.0%) | 38.48M +10.8M (+39.0%) | 10.11% +0.422 pp | 3.58% +0.658 pp | USD7.19 +200.1% | 80 qtrs — |
| 3 | BLACKROCK, INC. | 1.12M +73.5K (+7.0%) | 24.18M +7.9M (+48.8%) | 6.35% +0.665 pp | 0.00% +0.000 pp | USD14.46 +49.2% | 6 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 896.6K -17.2K (-1.9%) | 19.35M +5.2M (+36.4%) | 5.08% +0.118 pp | 0.00% +0.001 pp | USD14.25 +51.4% | 51 qtrs — |
| 5 | VANGUARD GROUP INC | 803.6K +521.0 (+0.1%) | 17.34M +4.9M (+39.1%) | 4.56% +0.193 pp | 0.00% +0.000 pp | USD15.57 +38.6% | 63 qtrs — |
| 6 | KENNEDY CAPITAL MANAGEMENT LLC | 675.6K -146.0 (0.0%) | 14.58M +4.1M (+39.0%) | 3.83% +0.159 pp | 0.31% +0.077 pp | USD13.33 +61.9% | 23 qtrs — |
| 7 | ACADIAN ASSET MANAGEMENT LLC | 631.0K +76.8K (+13.9%) | 13.60M +5.0M (+58.3%) | 3.58% +0.567 pp | 0.02% +0.007 pp | USD15.12 +42.7% | 32 qtrs — |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 524.1K +16.9K (+3.3%) | 11.31M +3.4M (+43.7%) | 2.97% +0.216 pp | 0.02% +0.007 pp | USD13.04 +65.5% | 62 qtrs — |
| 9 | AMERICAN CENTURY COMPANIES INC | 455.0K +58.8K (+14.8%) | 9.82M +3.7M (+59.7%) | 2.58% +0.427 pp | 0.00% +0.002 pp | USD17.24 +25.2% | 17 qtrs — |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 360.5K +2.0K (+0.6%) | 7.78M +2.2M (+39.8%) | 2.04% +0.096 pp | 0.00% +0.000 pp | USD14.89 +44.9% | 58 qtrs — |
| 11 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 340.0K +28.0K (+9.0%) | 7.34M +2.5M (+51.5%) | 1.93% +0.233 pp | 0.43% +0.148 pp | USD15.37 +40.4% | 3 qtrs — |
| 12 | MORGAN STANLEY | 327.3K +64.6K (+24.6%) | 7.06M +3.0M (+73.3%) | 1.86% +0.429 pp | 0.00% +0.000 pp | USD14.79 +45.9% | 51 qtrs — |
| 13 | STATE STREET CORP | 316.3K +10.9K (+3.6%) | 6.83M +2.1M (+44.0%) | 1.79% +0.134 pp | 0.00% +0.000 pp | USD15.77 +36.8% | 51 qtrs — |
| 14 | HILLSDALE INVESTMENT MANAGEMENT INC. | 219.5K +48.7K (+28.5%) | 4.74M +2.1M (+78.7%) | 1.24% +0.316 pp | 0.13% +0.051 pp | USD16.59 +30.1% | 3 qtrs — |
| 15 | BOSTON PARTNERS | 210.5K +210.5K (+100.0%) | 4.54M +4.5M (+100.0%) | 1.19% +1.194 pp | 0.00% +0.005 pp | USD21.58 +0.0% | 3 qtrs — |
| 16 | JPMORGAN CHASE & CO | 205.4K -16.9K (-7.6%) | 4.43M +981.6K (+28.5%) | 1.16% -0.044 pp | 0.00% +0.000 pp | USD13.66 +58.0% | 40 qtrs — |
| 17 | SKYLANDS CAPITAL, LLC | 180.8K -142.6K (-44.1%) | 3.90M -1.1M (-22.3%) | 1.02% -0.732 pp | 0.53% -0.165 pp | USD14.69 +46.9% | 16 qtrs — |
| 18 | CSM ADVISORS, LLC | 146.8K +225.0 (+0.2%) | 3.17M +891.0K (+39.1%) | 0.83% +0.036 pp | 0.09% +0.022 pp | USD14.86 +45.2% | 3 qtrs — |
| 19 | NUVEEN, LLC | 135.8K +20.5K (+17.7%) | 2.93M +1.1M (+63.7%) | 0.77% +0.143 pp | 0.00% +0.000 pp | USD15.80 +36.6% | 4 qtrs — |
| 20 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 134.2K +24.5K (+22.4%) | 2.90M +1.2M (+70.1%) | 0.76% +0.165 pp | 0.01% +0.002 pp | USD15.92 +35.6% | 5 qtrs — |
| 21 | NORTHERN TRUST CORP | 127.6K -15.7K (-11.0%) | 2.75M +529.0K (+23.8%) | 0.72% -0.055 pp | 0.00% +0.000 pp | USD13.85 +55.8% | 51 qtrs — |
| 22 | JACOBS LEVY EQUITY MANAGEMENT, INC | 107.0K -2.7K (-2.5%) | 2.31M +606.3K (+35.6%) | 0.61% +0.011 pp | 0.01% +0.002 pp | USD15.72 +37.3% | 31 qtrs — |
| 23 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 98.8K -21.2K (-17.7%) | 2.13M +269.7K (+14.5%) | 0.56% -0.092 pp | 0.00% +0.000 pp | USD14.79 +45.9% | 3 qtrs — |
| 24 | AMERIPRISE FINANCIAL INC | 97.5K +24.4K (+33.3%) | 2.10M +968.8K (+85.4%) | 0.55% +0.155 pp | 0.00% +0.000 pp | USD14.29 +51.0% | 14 qtrs — |
| 25 | SEI INVESTMENTS CO | 97.4K +76.2K (+359.5%) | 2.10M +1.8M (+538.9%) | 0.55% +0.437 pp | 0.00% +0.002 pp | USD19.85 +8.7% | 4 qtrs — |
| 26 | LAZARD ASSET MANAGEMENT LLC | 89.7K +32.3K (+56.1%) | 1.94M +1.0M (+117.1%) | 0.51% +0.197 pp | 0.00% +0.002 pp | USD17.68 +22.1% | 11 qtrs — |
| 27 | MACKENZIE FINANCIAL CORP | 85.9K -14.4K (-14.3%) | 1.85M +291.3K (+18.7%) | 0.49% -0.058 pp | 0.00% +0.000 pp | USD14.42 +49.7% | 4 qtrs — |
| 28 | ALGERT GLOBAL LLC | 81.5K +71.2K (+691.1%) | 1.76M +1.6M (+998.8%) | 0.46% +0.406 pp | 0.03% +0.025 pp | USD20.81 +3.7% | 2 qtrs — |
| 29 | TWO SIGMA INVESTMENTS, LP | 74.9K -44.9K (-37.4%) | 1.62M -242.1K (-13.0%) | 0.42% -0.226 pp | 0.00% -0.001 pp | USD15.57 +38.6% | 10 qtrs — |
| 30 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 74.6K +— (+0.0%) | 1.61M +451.8K (+39.0%) | 0.42% +0.018 pp | 0.10% +0.027 pp | USD13.62 +58.4% | 6 qtrs — |
| 31 | GOLDMAN SACHS GROUP INC | 72.2K +24.7K (+52.0%) | 1.56M +820.7K (+111.3%) | 0.41% +0.151 pp | 0.00% +0.000 pp | USD17.37 +24.2% | 26 qtrs — |
| 32 | BARCLAYS PLC | 64.6K +29.0K (+81.5%) | 1.39M +909.4K (+187.5%) | 0.37% +0.173 pp | 0.00% +0.000 pp | USD17.95 +20.2% | 34 qtrs — |
| 33 | SQUAREPOINT OPS LLC | 55.5K +30.4K (+120.7%) | 1.20M +807.5K (+206.9%) | 0.31% +0.178 pp | 0.00% +0.001 pp | USD18.70 +15.4% | 3 qtrs — |
| 34 | SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 54.3K +— (+0.0%) | 1.17M +329.1K (+39.0%) | 0.31% +0.013 pp | 0.67% +0.174 pp | USD15.52 +39.0% | 2 qtrs — |
| 35 | QUBE RESEARCH & TECHNOLOGIES LTD | 50.6K -15.9K (-23.9%) | 1.09M +59.7K (+5.8%) | 0.29% -0.074 pp | 0.00% +0.000 pp | USD15.75 +37.0% | 9 qtrs — |
| 36 | BANK OF NEW YORK MELLON CORP | 50.5K +5.5K (+12.1%) | 1.09M +390.8K (+55.9%) | 0.29% +0.042 pp | 0.00% +0.000 pp | USD15.89 +35.8% | 63 qtrs — |
| 37 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 49.8K +1.5K (+3.1%) | 1.07M +325.3K (+43.4%) | 0.28% +0.020 pp | 0.00% +0.000 pp | USD16.23 +33.0% | 58 qtrs — |
| 38 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 48.0K -720.0 (-1.5%) | 1.04M +279.6K (+37.0%) | 0.27% +0.007 pp | 0.01% +0.001 pp | USD14.51 +48.7% | 27 qtrs — |
| 39 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 46.6K +4.2K (+10.0%) | 1.01M +348.1K (+53.0%) | 0.26% +0.034 pp | 0.00% +0.000 pp | USD15.41 +40.0% | 16 qtrs — |
| 40 | FIRST TRUST ADVISORS LP | 44.8K +736.0 (+1.7%) | 966.8K +282.9K (+41.4%) | 0.25% +0.015 pp | 0.00% +0.000 pp | USD13.99 +54.3% | 6 qtrs — |
| 41 | TREXQUANT INVESTMENT LP | 42.3K +42.3K (+100.0%) | 912.2K +912.2K (+100.0%) | 0.24% +0.240 pp | 0.01% +0.008 pp | USD21.58 +0.0% | 1 qtrs NEW |
| 42 | MARSHALL WACE, LLP | 42.1K +42.1K (+100.0%) | 909.5K +909.5K (+100.0%) | 0.24% +0.239 pp | 0.00% +0.001 pp | USD21.58 +0.0% | 4 qtrs — |
| 43 | ANCORA ADVISORS, LLC | 41.1K -61.0K (-59.8%) | 886.3K -698.2K (-44.1%) | 0.23% -0.322 pp | 0.02% -0.013 pp | USD12.60 +71.3% | 18 qtrs — |
| 44 | ARISTIDES CAPITAL LLC | 40.9K +4.2K (+11.4%) | 882.8K +312.8K (+54.9%) | 0.23% +0.032 pp | 0.16% +0.074 pp | USD15.69 +37.5% | 3 qtrs — |
| 45 | RUSSELL INVESTMENTS GROUP, LTD. | 39.8K -7.5K (-15.9%) | 859.3K +128.5K (+17.6%) | 0.23% -0.032 pp | 0.00% +0.000 pp | USD14.69 +46.9% | 5 qtrs — |
| 46 | EAM INVESTORS, LLC | 38.4K +38.4K (+100.0%) | 829.6K +829.6K (+100.0%) | 0.22% +0.218 pp | 0.09% +0.092 pp | USD21.58 +0.0% | 1 qtrs NEW |
| 47 | MILLENNIUM MANAGEMENT LLC | 38.1K -60.9K (-61.5%) | 822.3K -714.8K (-46.5%) | 0.22% -0.322 pp | 0.00% 0.000 pp | USD15.17 +42.3% | 12 qtrs — |
| 48 | TWO SIGMA ADVISERS, LP | 38.0K -30.5K (-44.5%) | 820.0K -243.1K (-22.9%) | 0.22% -0.157 pp | 0.00% -0.001 pp | USD15.89 +35.8% | 19 qtrs — |
| 49 | JANNEY MONTGOMERY SCOTT LLC | 30.5K +2.8K (+10.2%) | 658.0K +229.0K (+53.4%) | 0.17% +0.023 pp | 0.00% +0.001 pp | USD13.44 +60.6% | 16 qtrs — |
| 50 | BANK OF AMERICA CORP /DE/ | 30.2K -37.4K (-55.3%) | 652.2K -397.3K (-37.9%) | 0.17% -0.196 pp | 0.00% +0.000 pp | USD14.81 +45.7% | 52 qtrs — |
| 51 | INVESCO LTD. | 29.4K +2.7K (+9.9%) | 633.7K +219.1K (+52.8%) | 0.17% +0.021 pp | 0.00% +0.000 pp | USD18.01 +19.8% | 9 qtrs — |
| 52 | STATE OF WISCONSIN INVESTMENT BOARD | 29.2K -11.1K (-27.5%) | 630.1K +4.7K (+0.7%) | 0.17% -0.053 pp | 0.00% +0.000 pp | USD17.15 +25.8% | 16 qtrs — |
| 53 | BNP PARIBAS ARBITRAGE, SNC | 28.2K +10.2K (+56.6%) | 609.3K +329.5K (+117.8%) | 0.16% +0.062 pp | 0.00% +0.000 pp | USD17.58 +22.8% | 49 qtrs — |
| 54 | STRS OHIO | 26.1K -9.0K (-25.6%) | 563.2K +18.5K (+3.4%) | 0.15% -0.043 pp | 0.00% +0.000 pp | USD13.91 +55.1% | 63 qtrs — |
| 55 | AQR CAPITAL MANAGEMENT LLC | 25.2K -5.3K (-17.5%) | 544.4K +70.0K (+14.8%) | 0.14% -0.023 pp | 0.00% +0.000 pp | USD15.52 +39.0% | 2 qtrs — |
| 56 | SENTINUS, LLC | 25.0K +25.0K (+100.0%) | 539.5K +539.5K (+100.0%) | 0.14% +0.142 pp | 0.05% +0.052 pp | USD21.58 +0.0% | 1 qtrs NEW |
| 57 | PERRITT CAPITAL MANAGEMENT INC | 25.0K +— (+0.0%) | 539.5K +151.5K (+39.0%) | 0.14% +0.006 pp | 0.90% +0.718 pp | USD14.79 +45.9% | 3 qtrs — |
| 58 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 23.5K +23.5K (+100.0%) | 507.7K +507.7K (+100.0%) | 0.13% +0.133 pp | 0.01% +0.011 pp | USD21.58 +0.0% | 13 qtrs — |
| 59 | MARTINGALE ASSET MANAGEMENT L P | 23.0K -24.3K (-51.4%) | 497.0K -238.0K (-32.4%) | 0.13% -0.127 pp | 0.01% -0.006 pp | USD13.25 +62.9% | 30 qtrs — |
| 60 | HSBC HOLDINGS PLC | 22.6K +6.4K (+39.4%) | 489.7K +238.9K (+95.2%) | 0.13% +0.040 pp | 0.00% +0.000 pp | USD16.71 +29.1% | 3 qtrs — |
| 61 | AMUNDI | 21.9K +21.9K (+100.0%) | 472.9K +472.9K (+100.0%) | 0.12% +0.124 pp | 0.00% +0.000 pp | USD21.58 +0.0% | 5 qtrs — |
| 62 | RHUMBLINE ADVISERS | 21.1K -2.1K (-9.0%) | 455.2K +95.3K (+26.5%) | 0.12% -0.006 pp | 0.00% +0.000 pp | USD11.19 +92.9% | 29 qtrs — |
| 63 | MAN GROUP PLC | 20.6K +2.4K (+13.3%) | 444.6K +162.5K (+57.6%) | 0.12% +0.018 pp | 0.00% +0.000 pp | USD16.23 +33.0% | 2 qtrs — |
| 64 | CANADA PENSION PLAN INVESTMENT BOARD | 20.3K +20.3K (+100.0%) | 438.1K +438.1K (+100.0%) | 0.12% +0.115 pp | 0.00% +0.000 pp | USD21.58 +0.0% | 1 qtrs NEW |
| 65 | WELLS FARGO & COMPANY/MN | 19.0K +5.7K (+42.5%) | 409.9K +203.0K (+98.1%) | 0.11% +0.035 pp | 0.00% +0.000 pp | USD16.98 +27.1% | 47 qtrs — |
| 66 | PANAGORA ASSET MANAGEMENT INC | 19.0K +1.7K (+9.7%) | 409.4K +141.0K (+52.5%) | 0.11% +0.014 pp | 0.00% +0.000 pp | USD17.60 +22.6% | 36 qtrs — |
| 67 | UBS GROUP AG | 18.2K +1.4K (+8.1%) | 392.1K +131.2K (+50.3%) | 0.10% +0.012 pp | 0.00% +0.000 pp | USD15.20 +42.0% | 45 qtrs — |
| 68 | CREATIVE PLANNING | 18.1K +18.1K (+100.0%) | 389.6K +389.6K (+100.0%) | 0.10% +0.102 pp | 0.00% +0.000 pp | USD21.58 +0.0% | 1 qtrs NEW |
| 69 | ENTRYPOINT CAPITAL, LLC | 17.5K +1.7K (+10.6%) | 378.0K +132.2K (+53.8%) | 0.10% +0.013 pp | 0.15% +0.052 pp | USD15.68 +37.6% | 3 qtrs — |
| 70 | FRANKLIN RESOURCES INC | 16.9K +16.9K (+100.0%) | 365.5K +365.5K (+100.0%) | 0.10% +0.096 pp | 0.00% +0.000 pp | USD21.58 +0.0% | 1 qtrs NEW |
| 71 | WALLEYE CAPITAL LLC | 16.5K -35.9K (-68.5%) | 356.5K -457.6K (-56.2%) | 0.09% -0.191 pp | 0.00% -0.002 pp | USD15.26 +41.4% | 3 qtrs — |
| 72 | DEUTSCHE BANK AG\ | 16.5K +1.6K (+10.8%) | 356.2K +125.0K (+54.0%) | 0.09% +0.013 pp | 0.00% +0.000 pp | USD15.41 +40.0% | 5 qtrs — |
| 73 | VOYA INVESTMENT MANAGEMENT LLC | 16.3K +271.0 (+1.7%) | 352.7K +103.2K (+41.4%) | 0.09% +0.005 pp | 0.00% +0.000 pp | USD14.90 +44.8% | 3 qtrs — |
| 74 | JUMP FINANCIAL, LLC | 15.1K +15.1K (+100.0%) | 326.2K +326.2K (+100.0%) | 0.09% +0.086 pp | 0.00% +0.004 pp | USD21.58 +0.0% | 1 qtrs NEW |
| 75 | RITHOLTZ WEALTH MANAGEMENT | 15.0K +3.0K (+24.8%) | 322.6K +136.7K (+73.5%) | 0.08% +0.020 pp | 0.01% +0.002 pp | USD16.72 +29.1% | 2 qtrs — |
| 76 | INTEGRATED WEALTH CONCEPTS LLC | 14.7K +2.2K (+17.2%) | 318.2K +122.9K (+62.9%) | 0.08% +0.015 pp | 0.00% +0.002 pp | USD16.41 +31.5% | 2 qtrs — |
| 77 | DOUGLASS WINTHROP ADVISORS, LLC | 14.6K +— (+0.0%) | 314.6K +88.3K (+39.0%) | 0.08% +0.003 pp | 0.01% +0.002 pp | USD14.79 +45.9% | 3 qtrs — |
| 78 | ROUND HILL ASSET MANAGEMENT | 14.5K -7.0K (-32.5%) | 312.2K -20.3K (-6.1%) | 0.08% -0.034 pp | 0.20% -0.022 pp | USD14.95 +44.3% | 37 qtrs — |
| 79 | R SQUARED LTD | 14.2K +1.2K (+9.2%) | 307.5K +105.0K (+51.8%) | 0.08% +0.010 pp | 0.14% +0.057 pp | USD16.03 +34.6% | 2 qtrs — |
| 80 | XTX TOPCO LTD | 13.9K +1.5K (+12.6%) | 299.1K +108.0K (+56.5%) | 0.08% +0.012 pp | 0.01% -0.002 pp | USD16.20 +33.2% | 2 qtrs — |
| 81 | ALLIANCEBERNSTEIN L.P. | 13.2K +1.4K (+11.9%) | 284.2K +101.5K (+55.6%) | 0.07% +0.011 pp | 0.00% +0.000 pp | USD14.50 +48.8% | 6 qtrs — |
| 82 | GRAHAM CAPITAL MANAGEMENT, L.P. | 13.0K +13.0K (+100.0%) | 279.6K +279.6K (+100.0%) | 0.07% +0.074 pp | 0.01% +0.007 pp | USD21.58 +0.0% | 1 qtrs NEW |
| 83 | LOS ANGELES CAPITAL MANAGEMENT LLC | 21.2K +— (+0.0%) | 278.5K -50.4K (-15.3%) | 0.12% +0.005 pp | 0.00% 0.000 pp | USD15.01 +43.8% | 3 qtrs — |
| 84 | CENTIVA CAPITAL, LP | 12.9K +2.8K (+27.4%) | 278.3K +121.2K (+77.2%) | 0.07% +0.018 pp | 0.00% +0.001 pp | USD16.83 +28.2% | 2 qtrs — |
| 85 | HERON BAY CAPITAL MANAGEMENT | 12.7K +12.7K (+100.0%) | 274.8K +274.8K (+100.0%) | 0.07% +0.072 pp | 0.05% +0.052 pp | USD21.58 +0.0% | 1 qtrs NEW |
| 86 | PROCYON ADVISORS, LLC | 11.8K -1.6K (-12.0%) | 253.7K +46.4K (+22.4%) | 0.07% -0.006 pp | 0.01% +0.000 pp | USD18.00 +19.9% | 20 qtrs — |
| 87 | PRUDENTIAL FINANCIAL INC | 11.7K +1.2K (+11.9%) | 252.0K +90.0K (+55.5%) | 0.07% +0.010 pp | 0.00% +0.000 pp | USD16.16 +33.5% | 2 qtrs — |
| 88 | CERITY PARTNERS LLC | 11.7K -6.3K (-35.0%) | 251.9K -27.0K (-9.7%) | 0.07% -0.032 pp | 0.00% 0.000 pp | USD18.64 +15.8% | 8 qtrs — |
| 89 | VERDAD ADVISERS, LP | 11.2K +11.2K (+100.0%) | 242.1K +242.1K (+100.0%) | 0.06% +0.064 pp | 0.28% +0.277 pp | USD21.58 +0.0% | 1 qtrs NEW |
| 90 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 10.8K +— (+0.0%) | 232.9K +65.4K (+39.0%) | 0.06% +0.003 pp | 0.00% +0.000 pp | USD16.92 +27.5% | 17 qtrs — |
| 91 | PRICE T ROWE ASSOCIATES INC /MD/ | 10.7K +10.7K (+100.0%) | 232.0K +232.0K (+100.0%) | 0.06% +0.061 pp | 0.00% +0.000 pp | USD21.58 +0.0% | 1 qtrs NEW |
| 92 | METLIFE INVESTMENT MANAGEMENT, LLC | 10.4K +— (+0.0%) | 224.1K +62.9K (+39.0%) | 0.06% +0.003 pp | 0.00% +0.000 pp | USD11.83 +82.4% | 12 qtrs — |
| 93 | OCCUDO QUANTITATIVE STRATEGIES LP | 9.9K -1.2K (-10.6%) | 214.6K +41.9K (+24.3%) | 0.06% -0.004 pp | 0.01% -0.007 pp | USD15.52 +39.0% | 2 qtrs — |
| 94 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.4K +9.4K (+100.0%) | 202.3K +202.3K (+100.0%) | 0.05% +0.053 pp | 0.00% +0.000 pp | USD21.58 +0.0% | 5 qtrs — |
| 95 | WILLIAMS & NOVAK, LLC | 9.4K -1.1K (-10.7%) | 201.8K +39.2K (+24.1%) | 0.05% -0.004 pp | 0.15% +0.027 pp | USD14.79 +45.9% | 3 qtrs — |
| 96 | KEMNAY ADVISORY SERVICES INC. | 9.3K +9.3K (+100.0%) | 200.7K +200.7K (+100.0%) | 0.05% +0.053 pp | 0.03% +0.030 pp | USD21.58 +0.0% | 1 qtrs NEW |
| 97 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 7.7K -416.0 (-5.1%) | 165.5K +40.0K (+31.9%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD14.78 +46.0% | 7 qtrs — |
| 98 | SG AMERICAS SECURITIES, LLC | 5.6K +5.6K (+100.0%) | 121.0K +121.0K (+100.0%) | 0.03% +0.032 pp | 0.00% +0.000 pp | USD21.58 +0.0% | 1 qtrs NEW |
| 99 | PINNACLE WEALTH PLANNING SERVICES, INC. | 5.5K +5.5K (+100.0%) | 118.5K +118.5K (+100.0%) | 0.03% +0.031 pp | 0.01% +0.012 pp | USD21.58 +0.0% | 1 qtrs NEW |
| 100 | NEW YORK STATE COMMON RETIREMENT FUND | 5.2K +— (+0.0%) | 112.5K +31.6K (+39.0%) | 0.03% +0.001 pp | 0.00% +0.000 pp | USD16.59 +30.1% | 43 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust Dow Jones Select MicroCap Index Fund FDM | 0.39% | 1.00M | 0.65% |
| 2 | Franklin Small Cap Enhanced ETF FSML | 0.32% | 483.0K | 0.45% |
| 3 | Royce Quant Small-Cap Quality Value ETF SQLV | 0.29% | 83.3K | 0.60% |
| 4 | Barron's 400SM ETF BFOR | 0.19% | 439.9K | 0.65% |
| 5 | Lazard US Systematic Small Cap Equity ETF SYZ | 0.12% | 61.3K | 0.74% |
| 6 | JPMorgan Diversified Return U.S. Small Cap Equity ETF JPSE | 0.07% | 439.4K | 0.29% |
| 7 | iShares Micro-Cap ETF IWC | 0.07% | 1.06M | 0.60% |
| 8 | State Street SPDR US Small Cap Low Volatility Index ETF SMLV | 0.06% | 157.4K | 0.12% |
| 9 | Avantis U.S. Small Cap Value ETF AVUV | 0.05% | 13.23M | 0.25% |
| 10 | Franklin U.S. Small Cap Multifactor Index ETF FLQS | 0.05% | 23.2K | 0.35% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | Yates Bryant J | Officer | M-Exempt | A | Common Shares | 1,634 | 0.00 | — | 81,133 | D | ↗ |
| 2026-05-05 | Romanzi Kenneth G. | Director / Officer | M-Exempt | A | Common Shares | 13,118 | 0.00 | — | 115,999 | D | ↗ |
| 2026-05-05 | Norman Daniel C | Officer | M-Exempt | A | Common Shares | 2,124 | 0.00 | — | 46,225 | D | ↗ |
| 2026-05-05 | Lanoy Jonathan David | Officer | M-Exempt | A | Common Shares | 1,565 | 0.00 | — | 41,931 | D | ↗ |
| 2026-05-05 | Jones Leslie Shane | Officer | M-Exempt | A | Common Shares | 2,484 | 0.00 | — | 105,748 | D | ↗ |
| 2026-05-05 | Herbert Kevin R. | Officer | M-Exempt | A | Common Shares | 1,500 | 0.00 | — | 42,906 | D | ↗ |
| 2026-05-05 | Fuller Kevin Gregory | Officer | M-Exempt | A | Common Shares | 1,677 | 0.00 | — | 23,137 | D | ↗ |
| 2026-05-05 | Fritz Erich A | Officer | F-InKind | D | Common Shares | 469 | 25.92 | 12.2K | 11,663 | D | ↗ |
| 2026-05-05 | Brower Nathan G | Officer | M-Exempt | A | Common Shares | 1,526 | 0.00 | — | 46,893 | D | ↗ |
| 2026-04-20 | Yates Bryant J | Officer | F-InKind | D | Common Shares | 1,567 | 27.07 | 42.4K | 75,826 | D | ↗ |
| 2026-04-20 | Norman Daniel C | Officer | F-InKind | D | Common Shares | 1,567 | 27.07 | 42.4K | 40,428 | D | ↗ |
| 2026-04-20 | Lanoy Jonathan David | Officer | F-InKind | D | Common Shares | 951 | 27.07 | 25.7K | 40,039 | D | ↗ |
| 2026-04-20 | Jones Leslie Shane | Officer | F-InKind | D | Common Shares | 3,512 | 27.07 | 95.1K | 101,016 | D | ↗ |
| 2026-04-20 | Brower Nathan G | Officer | F-InKind | D | Common Shares | 1,289 | 27.07 | 34.9K | 42,345 | D | ↗ |
| 2026-03-13 | Yates Bryant J | Officer | S-Sale | D | Common Shares | 19,516 | 24.35 | 475.2K | 85,154 | D | ↗ |
| 2026-03-13 | Norman Daniel C | Officer | S-Sale | D | Common Shares | 15,383 | 24.52 | 377.2K | 55,693 | D | ↗ |
| 2026-03-13 | Lanoy Jonathan David | Officer | S-Sale | D | Common Shares | 4,000 | 24.70 | 98.8K | 46,405 | D | ↗ |
| 2026-03-11 | Yates Bryant J | Officer | F-InKind | D | Common Shares | 1,103 | 24.76 | 27.3K | 104,670 | D | ↗ |
| 2026-03-11 | Norman Daniel C | Officer | F-InKind | D | Common Shares | 1,195 | 24.76 | 29.6K | 71,076 | D | ↗ |
| 2026-03-11 | Lanoy Jonathan David | Officer | F-InKind | D | Common Shares | 832 | 24.76 | 20.6K | 50,405 | D | ↗ |
| 2026-03-11 | Jones Leslie Shane | Officer | F-InKind | D | Common Shares | 2,341 | 24.76 | 58.0K | 116,326 | D | ↗ |
| 2026-03-11 | Herbert Kevin R. | Officer | F-InKind | D | Common Shares | 917 | 24.76 | 22.7K | 48,530 | D | ↗ |
| 2026-03-11 | Brower Nathan G | Officer | F-InKind | D | Common Shares | 953 | 24.76 | 23.6K | 50,884 | D | ↗ |
| 2026-03-10 | Yates Bryant J | Officer | F-InKind | D | Common Shares | 1,459 | 25.08 | 36.6K | 105,773 | D | ↗ |
| 2026-03-10 | Norman Daniel C | Officer | F-InKind | D | Common Shares | 1,896 | 25.08 | 47.6K | 72,271 | D | ↗ |
| 2026-03-10 | Lanoy Jonathan David | Officer | F-InKind | D | Common Shares | 1,012 | 25.08 | 25.4K | 51,237 | D | ↗ |
| 2026-03-10 | Jones Leslie Shane | Officer | F-InKind | D | Common Shares | 2,847 | 25.08 | 71.4K | 118,667 | D | ↗ |
| 2026-03-10 | Herbert Kevin R. | Officer | F-InKind | D | Common Shares | 1,163 | 25.08 | 29.2K | 49,447 | D | ↗ |
| 2026-03-10 | Fuller Kevin Gregory | Officer | F-InKind | D | Common Shares | 1,497 | 25.08 | 37.5K | 29,425 | D | ↗ |
| 2026-03-10 | Brower Nathan G | Officer | F-InKind | D | Common Shares | 1,363 | 25.08 | 34.2K | 51,837 | D | ↗ |
| 2026-03-06 | Yates Bryant J | Officer | F-InKind | D | Common Shares | 450 | 25.06 | 11.3K | 99,471 | D | ↗ |
| 2026-03-06 | Romanzi Kenneth G. | Director / Officer | A-Award | A | Common Shares | 29,928 | 25.06 | 750.0K | 132,809 | D | ↗ |
| 2026-03-06 | Norman Daniel C | Officer | F-InKind | D | Common Shares | 527 | 25.06 | 13.2K | 64,079 | D | ↗ |
| 2026-03-06 | Lanoy Jonathan David | Officer | F-InKind | D | Common Shares | 312 | 25.06 | 7.8K | 46,834 | D | ↗ |
| 2026-03-06 | Jones Leslie Shane | Officer | A-Award | A | Common Shares | 11,798 | 25.06 | 295.7K | 121,514 | D | ↗ |
| 2026-03-06 | Herbert Kevin R. | Officer | F-InKind | D | Common Shares | 368 | 25.06 | 9.2K | 43,486 | D | ↗ |
| 2026-03-06 | Fuller Kevin Gregory | Officer | A-Award | A | Common Shares | 7,965 | 25.06 | 199.6K | 30,922 | D | ↗ |
| 2026-03-06 | Fritz Erich A | Officer | A-Award | A | Common Shares | 8,180 | 25.06 | 205.0K | 18,940 | D | ↗ |
| 2026-03-06 | Brower Nathan G | Officer | J-Other | D | Common Shares | 7,250 | 0.00 | — | 43,634 | D | ↗ |
| 2025-12-12 | Yates Bryant J | Officer | S-Sale | D | Common Shares | 1,700 | 22.29 | 37.9K | 98,604 | D | ↗ |
| 2025-12-08 | Fritz Erich A | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-11-24 | Brower Nathan G | Officer | G-Gift | D | Common Shares | 1,500 | 20.56 | 30.8K | 45,235 | D | ↗ |
| 2025-11-18 | Lanoy Jonathan David | Officer | S-Sale | D | Common Shares | 5,000 | 20.45 | 102.3K | 46,233 | D | ↗ |
| 2025-11-17 | Norman Daniel C | Officer | G-Gift | D | Common Shares | 3,571 | 20.79 | 74.2K | 63,065 | D | ↗ |
| 2025-11-14 | Brower Nathan G | Officer | S-Sale | D | Common Shares | 3,800 | 20.81 | 79.1K | 46,735 | D | ↗ |
| 2025-11-12 | Norman Daniel C | Officer | S-Sale | D | Common Shares | 8,884 | 20.46 | 181.8K | 66,636 | D | ↗ |
| 2025-11-04 | Yates Bryant J | Officer | M-Exempt | A | Common Shares | 1,224 | 0.00 | — | 98,722 | D | ↗ |
| 2025-11-04 | Romanzi Kenneth G. | Director / Officer | A-Award | A | Common Shares | 102,881 | 14.58 | 1.50M | 102,881 | D | ↗ |
| 2025-11-04 | Norman Daniel C | Officer | F-InKind | D | Common Shares | 354 | 13.75 | 4.9K | 73,588 | D | ↗ |
| 2025-11-04 | Lanoy Jonathan David | Officer | F-InKind | D | Common Shares | 79 | 13.75 | 1.1K | 50,202 | D | ↗ |
| 2025-11-04 | Jones Leslie Shane | Officer | F-InKind | D | Common Shares | 1,756 | 13.75 | 24.1K | 108,592 | D | ↗ |
| 2025-11-04 | Gonzalez Martin A. | Officer | F-InKind | D | Common Shares | 833 | 13.75 | 11.5K | 67,570 | D | ↗ |
| 2025-11-04 | Brower Nathan G | Officer | F-InKind | D | Common Shares | 285 | 13.75 | 3.9K | 49,000 | D | ↗ |
| 2025-10-30 | Romanzi Kenneth G. | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-09-26 | Fuller Kevin Gregory | Officer | F-InKind | D | Common Shares | 1,261 | 15.89 | 20.0K | 22,957 | D | ↗ |
| 2025-08-29 | Yates Bryant J | Officer | S-Sale | D | Common Shares | 4,672 | 16.71 | 78.1K | 97,498 | D | ↗ |
| 2025-08-26 | Yates Bryant J | Officer | S-Sale | D | Common Shares | 5,000 | 16.77 | 83.9K | 102,170 | D | ↗ |
| 2025-08-13 | Lanoy Jonathan David | Officer | S-Sale | D | Common Shares | 5,000 | 16.51 | 82.6K | 50,051 | D | ↗ |
| 2025-08-13 | Brower Nathan G | Officer | S-Sale | D | Common Shares | 9,996 | 16.54 | 165.3K | 48,277 | D | ↗ |
| 2025-07-31 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 10% Owner | — | — | Common Stock, no par value | 0 | 0.00 | — | 1,783,097 | I | ↗ |
| 2025-07-21 | Yates Bryant J | Officer | F-InKind | D | Common Shares | 1,738 | 14.80 | 25.7K | 107,170 | D | ↗ |
| 2025-07-21 | Norman Daniel C | Officer | F-InKind | D | Common Shares | 1,703 | 14.80 | 25.2K | 72,718 | D | ↗ |
| 2025-07-21 | Moorehead Terrence | Director / Officer | F-InKind | D | Common Shares | 9,302 | 14.80 | 137.7K | 543,292 | D | ↗ |
| 2025-07-21 | Lanoy Jonathan David | Officer | F-InKind | D | Common Shares | 341 | 14.80 | 5.0K | 55,051 | D | ↗ |
| 2025-07-21 | Gonzalez Martin A. | Officer | F-InKind | D | Common Shares | 3,781 | 14.80 | 56.0K | 65,518 | D | ↗ |
| 2025-07-21 | Comstock Tracee | Officer | F-InKind | D | Common Shares | 1,235 | 14.80 | 18.3K | 64,449 | D | ↗ |
| 2025-07-21 | Brower Nathan G | Officer | F-InKind | D | Common Shares | 1,491 | 14.80 | 22.1K | 58,273 | D | ↗ |
| 2025-06-27 | Shanghai Fosun Pharmaceutical (Group) Co., Ltd. | 10% Owner | S-Sale | D | Common Stock | 2,854,607 | 11.46 | 32.71M | 0 | I | ↗ |
| 2025-06-05 | Fosun Pharma USA Inc. | 10% Owner | — | — | Common Stock | 0 | 0.00 | — | 2,854,607 | D | ↗ |
| 2025-05-05 | Yang Rong | Director | A-Award | A | Common Shares | 8,000 | 0.00 | — | 30,249 | D | ↗ |
| 2025-05-05 | Wissmiller Heidi | Director | A-Award | A | Common Shares | 8,000 | 0.00 | — | 37,167 | D | ↗ |
| 2025-05-05 | Straus Robert D | Director | A-Award | A | Common Shares | 8,000 | 0.00 | — | 52,014 | D | ↗ |
| 2025-05-05 | Roering Tess | Director | A-Award | A | Common Shares | 8,000 | 0.00 | — | 29,927 | D | ↗ |
| 2025-05-05 | May Katie | Director | A-Award | A | Common Shares | 8,000 | 0.00 | — | 9,766 | D | ↗ |
| 2025-05-05 | Kopf Curtis | Director | A-Award | A | Common Shares | 8,000 | 0.00 | — | 29,927 | D | ↗ |
| 2025-05-05 | Fasching Steven J. | Director | A-Award | A | Common Shares | 8,000 | 0.00 | — | 10,869 | D | ↗ |
| 2025-03-11 | Yates Bryant J | Officer | F-InKind | D | Common Shares | 1,201 | 14.50 | 17.4K | 108,908 | D | ↗ |
| 2025-03-11 | Norman Daniel C | Officer | F-InKind | D | Common Shares | 1,406 | 14.50 | 20.4K | 74,421 | D | ↗ |
| 2025-03-11 | Moorehead Terrence | Director / Officer | F-InKind | D | Common Shares | 6,180 | 14.50 | 89.6K | 552,594 | D | ↗ |
| 2025-03-11 | Lanoy Jonathan David | Officer | F-InKind | D | Common Shares | 833 | 14.50 | 12.1K | 55,392 | D | ↗ |
| 2025-03-11 | Jones Leslie Shane | Officer | F-InKind | D | Common Shares | 2,343 | 14.50 | 34.0K | 106,344 | D | ↗ |
| 2025-03-11 | Herbert Kevin R. | Officer | F-InKind | D | Common Shares | 980 | 14.50 | 14.2K | 42,615 | D | ↗ |
| 2025-03-11 | Gonzalez Martin A. | Officer | F-InKind | D | Common Shares | 1,290 | 14.50 | 18.7K | 69,299 | D | ↗ |
| 2025-03-11 | Comstock Tracee | Officer | F-InKind | D | Common Shares | 834 | 14.50 | 12.1K | 65,684 | D | ↗ |
| 2025-03-11 | Brower Nathan G | Officer | F-InKind | D | Common Shares | 991 | 14.50 | 14.4K | 59,764 | D | ↗ |
| 2025-03-10 | Yates Bryant J | Officer | A-Award | A | Common Shares | 12,810 | 14.74 | 188.8K | 110,109 | D | ↗ |
| 2025-03-10 | Norman Daniel C | Officer | A-Award | A | Common Shares | 16,651 | 14.74 | 245.4K | 75,827 | D | ↗ |
| 2025-03-10 | Moorehead Terrence | Director / Officer | A-Award | A | Common Shares | 49,389 | 14.74 | 728.0K | 558,774 | D | ↗ |
| 2025-03-10 | Lanoy Jonathan David | Officer | A-Award | A | Common Shares | 8,882 | 14.74 | 130.9K | 56,225 | D | ↗ |
| 2025-03-10 | Jones Leslie Shane | Officer | A-Award | A | Common Shares | 19,474 | 14.74 | 287.0K | 108,687 | D | ↗ |
| 2025-03-10 | Herbert Kevin R. | Officer | A-Award | A | Common Shares | 11,760 | 14.74 | 173.3K | 43,595 | D | ↗ |
| 2025-03-10 | Gonzalez Martin A. | Officer | A-Award | A | Common Shares | 13,758 | 14.74 | 202.8K | 70,589 | D | ↗ |
| 2025-03-10 | Fuller Kevin Gregory | Officer | A-Award | A | Common Shares | 13,148 | 14.74 | 193.8K | 24,218 | D | ↗ |
| 2025-03-10 | Comstock Tracee | Officer | A-Award | A | Common Shares | 8,890 | 14.74 | 131.0K | 66,518 | D | ↗ |
| 2025-03-10 | Brower Nathan G | Officer | A-Award | A | Common Shares | 11,966 | 14.74 | 176.4K | 60,755 | D | ↗ |
| 2025-02-04 | May Katie | Director | A-Award | A | Common Shares | 1,766 | 14.16 | 25.0K | 1,766 | D | ↗ |
| 2024-12-19 | Jones Leslie Shane | Officer | A-Award | D | Common Shares | 9,925 | 15.13 | 150.2K | 89,213 | D | ↗ |
| 2024-11-27 | Norman Daniel C | Officer | G-Gift | D | Common Shares | 3,600 | 16.44 | 59.2K | 59,176 | D | ↗ |
| 2024-11-11 | Fasching Steven J. | Director | A-Award | A | Common Shares | 2,869 | 17.43 | 50.0K | 2,869 | D | ↗ |
| 2024-10-15 | Shanghai Fosun Pharmaceutical (Group) Co., Ltd. | 10% Owner | S-Sale | D | Common Stock | 2,300 | 13.02 | 29.9K | 64,167 | I | ↗ |
| 2024-10-14 | Shanghai Fosun Pharmaceutical (Group) Co., Ltd. | 10% Owner | S-Sale | D | Common Stock | 1,300 | 13.12 | 17.1K | 66,467 | I | ↗ |
| 2024-10-11 | Shanghai Fosun Pharmaceutical (Group) Co., Ltd. | 10% Owner | S-Sale | D | Common Stock | 1,580 | 13.37 | 21.1K | 67,767 | I | ↗ |
| 2024-10-10 | Shanghai Fosun Pharmaceutical (Group) Co., Ltd. | 10% Owner | S-Sale | D | Common Stock | 3,000 | 13.39 | 40.2K | 69,347 | I | ↗ |
| 2024-10-09 | Shanghai Fosun Pharmaceutical (Group) Co., Ltd. | 10% Owner | S-Sale | D | Common Stock | 1,816 | 13.36 | 24.3K | 72,347 | I | ↗ |
| 2024-10-08 | Shanghai Fosun Pharmaceutical (Group) Co., Ltd. | 10% Owner | S-Sale | D | Common Stock | 1,800 | 13.13 | 23.6K | 74,163 | I | ↗ |
| 2024-10-01 | Shanghai Fosun Pharmaceutical (Group) Co., Ltd. | 10% Owner | S-Sale | D | Common Stock | 1,399 | 13.54 | 18.9K | 75,963 | I | ↗ |
| 2024-09-26 | Fuller Kevin Gregory | Officer | A-Award | A | Common Shares | 11,070 | 0.00 | — | 11,070 | D | ↗ |
| 2024-09-06 | Shanghai Fosun Pharmaceutical (Group) Co., Ltd. | 10% Owner | J-Other | A | Common Stock | 2,968 | 0.00 | — | 77,362 | I | ↗ |
| 2024-09-06 | Lanoy Jonathan David | Officer | F-InKind | D | Common Shares | 2,653 | 13.05 | 34.6K | 47,343 | — | ↗ |
| 2024-07-21 | Yates Bryant J | Officer | F-InKind | D | Common Shares | 1,553 | 15.55 | 24.1K | 97,299 | — | ↗ |
| 2024-07-21 | Norman Daniel C | Officer | F-InKind | D | Common Shares | 1,553 | 15.55 | 24.1K | 62,776 | — | ↗ |
| 2024-07-21 | Moorehead Terrence | Director / Officer | F-InKind | D | Common Shares | 9,313 | 15.55 | 144.8K | 509,385 | — | ↗ |
| 2024-07-21 | Lanoy Jonathan David | Officer | F-InKind | D | Common Shares | 341 | 15.55 | 5.3K | 49,996 | — | ↗ |
| 2024-07-21 | Gonzalez Martin A. | Officer | F-InKind | D | Common Shares | 3,787 | 15.55 | 58.9K | 56,831 | — | ↗ |
| 2024-07-21 | Comstock Tracee | Officer | F-InKind | D | Common Shares | 1,236 | 15.55 | 19.2K | 57,628 | — | ↗ |
| 2024-07-21 | Brower Nathan G | Officer | F-InKind | D | Common Shares | 1,376 | 15.55 | 21.4K | 48,789 | — | ↗ |
| 2024-06-26 | Herbert Kevin R. | Officer | F-InKind | D | Common Shares | 2,406 | 15.00 | 36.1K | 31,835 | — | ↗ |
| 2024-06-06 | Yates Bryant J | Officer | S-Sale | D | Common Shares | 3,068 | 15.30 | 46.9K | 98,852 | — | ↗ |
| 2024-05-06 | Yang Rong | Director | A-Award | A | Common Shares | 5,236 | 19.10 | 100.0K | 22,249 | — | ↗ |
| 2024-05-06 | Wissmiller Heidi | Director | A-Award | A | Common Shares | 5,236 | 19.10 | 100.0K | 29,167 | — | ↗ |
| 2024-05-06 | Teets John Christopher | Director | A-Award | A | Common Shares | 5,236 | 0.00 | — | 55,315 | — | ↗ |
| 2024-05-06 | Straus Robert D | Director | A-Award | A | Common Shares | 5,236 | 19.10 | 100.0K | 44,014 | — | ↗ |
| 2024-05-06 | Roering Tess | Director | A-Award | A | Common Shares | 5,236 | 19.10 | 100.0K | 21,927 | — | ↗ |
| 2024-05-06 | MOSS RICHARD D | Director | A-Award | A | Common Shares | 5,236 | 19.10 | 100.0K | 38,629 | — | ↗ |
| 2024-05-06 | Kopf Curtis | Director | A-Award | A | Common Shares | 5,236 | 19.10 | 100.0K | 21,927 | — | ↗ |
| 2024-04-20 | Yates Bryant J | Officer | F-InKind | D | Common Shares | 1,864 | 19.29 | 36.0K | 101,920 | — | ↗ |
| 2024-04-20 | Norman Daniel C | Officer | F-InKind | D | Common Shares | 1,864 | 19.29 | 36.0K | 64,329 | — | ↗ |
| 2024-04-20 | Moorehead Terrence | Director / Officer | F-InKind | D | Common Shares | 9,560 | 19.29 | 184.4K | 518,698 | — | ↗ |
| 2024-04-20 | Lanoy Jonathan David | Officer | F-InKind | D | Common Shares | 1,074 | 19.29 | 20.7K | 50,337 | — | ↗ |
| 2024-04-20 | Jones Leslie Shane | Officer | F-InKind | D | Common Shares | 2,747 | 19.29 | 53.0K | 99,138 | — | ↗ |
| 2024-04-20 | Gonzalez Martin A. | Officer | F-InKind | D | Common Shares | 1,997 | 19.29 | 38.5K | 60,618 | — | ↗ |
| 2024-04-20 | Comstock Tracee | Officer | F-InKind | D | Common Shares | 1,270 | 19.29 | 24.5K | 58,864 | — | ↗ |
| 2024-04-20 | Brower Nathan G | Officer | F-InKind | D | Common Shares | 1,534 | 19.29 | 29.6K | 50,165 | — | ↗ |
| 2024-04-11 | Norman Daniel C | Officer | A-Award | A | Common Shares | 1,015 | 0.00 | — | 66,193 | — | ↗ |
| 2024-03-29 | Moorehead Terrence | Director / Officer | F-InKind | D | Common Shares | 4,157 | 20.77 | 86.3K | 528,258 | — | ↗ |
| 2024-03-26 | Yates Bryant J | Officer | F-InKind | D | Common Shares | 898 | 20.09 | 18.0K | 103,784 | — | ↗ |
| 2024-03-26 | Norman Daniel C | Officer | F-InKind | D | Common Shares | 898 | 20.09 | 18.0K | 65,178 | — | ↗ |
| 2024-03-26 | Lanoy Jonathan David | Officer | F-InKind | D | Common Shares | 195 | 20.09 | 3.9K | 51,411 | — | ↗ |
| 2024-03-26 | Comstock Tracee | Officer | F-InKind | D | Common Shares | 635 | 20.09 | 12.8K | 60,134 | — | ↗ |
| 2024-03-26 | Brower Nathan G | Officer | F-InKind | D | Common Shares | 748 | 20.09 | 15.0K | 51,699 | — | ↗ |
| 2024-03-11 | Yates Bryant J | Officer | A-Award | A | Common Shares | 10,532 | 0.00 | — | 104,682 | — | ↗ |
| 2024-03-11 | Norman Daniel C | Officer | A-Award | A | Common Shares | 11,311 | 0.00 | — | 66,076 | — | ↗ |
| 2024-03-11 | Moorehead Terrence | Director / Officer | A-Award | A | Common Shares | 42,228 | 0.00 | — | 532,415 | — | ↗ |
| 2024-03-11 | Lanoy Jonathan David | Officer | A-Award | A | Common Shares | 7,303 | 0.00 | — | 51,606 | — | ↗ |
| 2024-03-11 | Jones Leslie Shane | Officer | A-Award | A | Common Shares | 16,010 | 0.00 | — | 101,885 | — | ↗ |
| 2024-03-11 | Herbert Kevin R. | Officer | A-Award | A | Common Shares | 9,905 | 0.00 | — | 34,241 | — | ↗ |
| 2024-03-11 | Gonzalez Martin A. | Officer | A-Award | A | Common Shares | 11,311 | 0.00 | — | 62,615 | — | ↗ |
| 2024-03-11 | Crockett Sarah | Officer | A-Award | A | Common Shares | 12,906 | 0.00 | — | 26,873 | — | ↗ |
| 2024-03-11 | Comstock Tracee | Officer | A-Award | A | Common Shares | 7,308 | 0.00 | — | 60,769 | — | ↗ |
| 2024-03-11 | Brower Nathan G | Officer | A-Award | A | Common Shares | 8,687 | 0.00 | — | 52,447 | — | ↗ |
| 2023-12-19 | Jones Leslie Shane | Officer | F-InKind | D | Common Shares | 5,965 | 17.70 | 105.6K | 85,875 | — | ↗ |
| 2023-11-30 | Norman Daniel C | Officer | S-Sale | D | Common Shares | 13,000 | 17.06 | 221.8K | 54,765 | — | ↗ |
| 2023-11-29 | Norman Daniel C | Officer | S-Sale | D | Common Shares | 2,000 | 17.59 | 35.2K | 67,765 | — | ↗ |
| 2023-11-21 | Brower Nathan G | Officer | S-Sale | D | Common Shares | 3,999 | 17.31 | 69.2K | 43,760 | — | ↗ |
| 2023-11-02 | Crockett Sarah | Officer | A-Award | A | Common Shares | 13,967 | 0.00 | — | 13,967 | — | ↗ |
| 2023-09-06 | Lanoy Jonathan David | Officer | F-InKind | D | Common Shares | 2,399 | 16.42 | 39.4K | 44,303 | — | ↗ |
| 2023-08-29 | Yates Bryant J | Officer | M-Exempt | A | Common Shares | 15,000 | 13.88 | 208.2K | 109,150 | — | ↗ |
| 2023-08-28 | Norman Daniel C | Officer | M-Exempt | A | Common Shares | 12,036 | 13.88 | 167.1K | 81,801 | — | ↗ |
| 2023-08-25 | Norman Daniel C | Officer | M-Exempt | A | Common Shares | 200 | 13.88 | 2.8K | 69,965 | — | ↗ |
| 2023-07-21 | Yates Bryant J | Officer | F-InKind | D | Common Shares | 1,553 | 13.76 | 21.4K | 94,150 | — | ↗ |
| 2023-07-21 | Norman Daniel C | Officer | F-InKind | D | Common Shares | 1,553 | 13.76 | 21.4K | 69,765 | — | ↗ |
| 2023-07-21 | Moorehead Terrence | Director / Officer | F-InKind | D | Common Shares | 8,347 | 13.76 | 114.9K | 490,187 | — | ↗ |
| 2023-07-21 | Lanoy Jonathan David | Officer | F-InKind | D | Common Shares | 296 | 13.76 | 4.1K | 46,702 | — | ↗ |
| 2023-07-21 | Gonzalez Martin A. | Officer | F-InKind | D | Common Shares | 3,654 | 13.76 | 50.3K | 51,304 | — | ↗ |
| 2023-07-21 | Comstock Tracee | Officer | F-InKind | D | Common Shares | 1,072 | 13.76 | 14.8K | 53,461 | — | ↗ |
| 2023-07-21 | Brower Nathan G | Officer | F-InKind | D | Common Shares | 1,294 | 13.76 | 17.8K | 47,759 | — | ↗ |
| 2023-07-11 | Herbert Kevin R. | Officer | A-Award | A | Common Shares | 24,336 | 0.00 | — | 24,336 | — | ↗ |
| 2023-06-09 | Yates Bryant J | Officer | S-Sale | D | Common Shares | 1,767 | 12.09 | 21.4K | 95,703 | — | ↗ |
| 2023-06-08 | Yates Bryant J | Officer | S-Sale | D | Common Shares | 2,630 | 12.00 | 31.6K | 97,470 | — | ↗ |
| 2023-06-05 | Yates Bryant J | Officer | S-Sale | D | Common Shares | 1,315 | 11.20 | 14.7K | 100,100 | — | ↗ |
| 2023-06-05 | Norman Daniel C | Officer | G-Gift | D | Common Shares | 4,048 | 0.00 | — | 71,318 | — | ↗ |
| 2023-06-02 | Yates Bryant J | Officer | S-Sale | D | Common Shares | 618 | 11.19 | 6.9K | 101,415 | — | ↗ |
| 2023-06-02 | Norman Daniel C | Officer | S-Sale | D | Common Shares | 622 | 11.14 | 6.9K | 75,366 | — | ↗ |
| 2023-06-01 | Yates Bryant J | Officer | S-Sale | D | Common Shares | 1,638 | 11.28 | 18.5K | 102,033 | — | ↗ |
| 2023-06-01 | Norman Daniel C | Officer | S-Sale | D | Common Shares | 1,025 | 11.29 | 11.6K | 75,988 | — | ↗ |
| 2023-05-25 | Yates Bryant J | Officer | S-Sale | D | Common Shares | 1,500 | 11.36 | 17.0K | 103,671 | — | ↗ |
| 2023-05-25 | Norman Daniel C | Officer | S-Sale | D | Common Shares | 9,683 | 11.19 | 108.4K | 77,013 | — | ↗ |
| 2023-05-24 | Norman Daniel C | Officer | S-Sale | D | Common Shares | 1,623 | 11.12 | 18.0K | 86,696 | — | ↗ |
| 2023-05-23 | Norman Daniel C | Officer | S-Sale | D | Common Shares | 2,311 | 11.13 | 25.7K | 88,319 | — | ↗ |
| 2023-05-22 | Norman Daniel C | Officer | S-Sale | D | Common Shares | 206 | 11.12 | 2.3K | 90,630 | — | ↗ |
| 2023-05-19 | Brower Nathan G | Officer | S-Sale | D | Common Shares | 3,128 | 10.85 | 33.9K | 49,053 | — | ↗ |
| 2023-05-18 | Brower Nathan G | Officer | S-Sale | D | Common Shares | 8,268 | 11.01 | 91.0K | 52,181 | — | ↗ |
| 2023-05-03 | Yang Rong | Director | A-Award | A | Common Shares | 9,355 | 0.00 | — | 17,013 | — | ↗ |
| 2023-05-03 | Wissmiller Heidi | Director | A-Award | A | Common Shares | 9,355 | 0.00 | — | 23,931 | — | ↗ |
| 2023-05-03 | Teets John Christopher | Director | A-Award | A | Common Shares | 9,355 | 0.00 | — | 50,079 | — | ↗ |
| 2023-05-03 | Straus Robert D | Director | A-Award | A | Common Shares | 9,355 | 0.00 | — | 38,778 | — | ↗ |
| 2023-05-03 | Roering Tess | Director | A-Award | A | Common Shares | 9,355 | 0.00 | — | 16,691 | — | ↗ |
| 2023-05-03 | MOSS RICHARD D | Director | A-Award | A | Common Shares | 9,355 | 0.00 | — | 33,393 | — | ↗ |
| 2023-05-03 | Kopf Curtis | Director | A-Award | A | Common Shares | 9,355 | 0.00 | — | 16,691 | — | ↗ |
| 2023-04-20 | Yates Bryant J | Officer | A-Award | A | Common Shares | 16,294 | 0.00 | — | 105,171 | — | ↗ |
| 2023-04-20 | Norman Daniel C | Officer | A-Award | A | Common Shares | 16,294 | 0.00 | — | 90,836 | — | ↗ |
| 2023-04-20 | Moorehead Terrence | Director / Officer | A-Award | A | Common Shares | 65,177 | 0.00 | — | 498,534 | — | ↗ |
| 2023-04-20 | Lanoy Jonathan David | Officer | A-Award | A | Common Shares | 9,392 | 0.00 | — | 46,998 | — | ↗ |
| 2023-04-20 | Jones Leslie Shane | Officer | A-Award | A | Common Shares | 24,022 | 0.00 | — | 91,840 | — | ↗ |
| 2023-04-20 | Gonzalez Martin A. | Officer | A-Award | A | Common Shares | 17,458 | 0.00 | — | 54,958 | — | ↗ |
| 2023-04-20 | Comstock Tracee | Officer | — | D | Common Shares | 0 | 0.00 | — | 43,430 | — | ↗ |
| 2023-04-20 | Brower Nathan G | Officer | A-Award | A | Common Shares | 13,408 | 0.00 | — | 60,449 | — | ↗ |
| 2023-04-01 | Moorehead Terrence | Director / Officer | F-InKind | D | Common Shares | 8,850 | 10.21 | 90.4K | 433,357 | — | ↗ |
| 2023-03-30 | Yates Bryant J | Officer | F-InKind | D | Common Shares | 1,848 | 10.23 | 18.9K | 88,877 | — | ↗ |
| 2023-03-30 | Norman Daniel C | Officer | F-InKind | D | Common Shares | 1,848 | 10.23 | 18.9K | 74,542 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Ken Romanzi President and Chief Executive Officer | 107.9K | — | 3.60M | — | 147.8K | 7.6K | 3.86M | 93.19% | ↗ |
| 2 | 2025 | Terrence Moorehead Former President and Chief Executive Officer | 726.4K | — | 1.82M | — | 995.6K | 42.9K | 3.58M | 50.77% | ↗ |
| 3 | 2025 | Shane Jones Executive Vice President, Chief Financial Officer | 474.4K | — | 728.0K | — | 462.8K | 17.6K | 1.68M | 43.26% | ↗ |
| 4 | 2025 | Dan Norman Executive Vice President, President Asia | 441.7K | — | 613.7K | — | 350.1K | 15.4K | 1.42M | 43.19% | ↗ |
| 5 | 2024 | Terrence Moorehead President and Chief Executive Officer | 832.0K | — | 1.46M | — | 525.0K | — | 2.86M | 50.97% | ↗ |
| 6 | 2024 | Terrence Moorehead Former President and Chief Executive Officer | 832.0K | — | 1.46M | — | 525.0K | 43.5K | 2.86M | 50.97% | ↗ |
| 7 | 2024 | Shane Jones Executive Vice President, Chief Financial Officer | 460.0K | — | 552.0K | — | 193.5K | 15.0K | 1.22M | 45.23% | ↗ |
| 8 | 2024 | Dan Norman Executive Vice President, President Asia | 425.0K | — | 425.0K | — | 230.4K | 14.8K | 1.10M | 38.81% | ↗ |
| 9 | 2023 | Terrence Moorehead President and Chief Executive Officer | 800.0K | — | 1.40M | — | 1.28M | — | 3.52M | 39.75% | ↗ |
| 10 | 2023 | Terrence Moorehead Former President and Chief Executive Officer | 800.0K | — | 1.40M | — | 1.28M | 42.7K | 3.52M | 39.75% | ↗ |
| 11 | 2023 | Shane Jones Executive Vice President, Chief Financial Officer | 430.0K | 150.0K | 516.0K | — | 412.5K | 14.5K | 1.52M | 33.88% | ↗ |
| 12 | 2023 | Martin Gonzalez Executive Vice President, Global Supply Chain | 375.0K | — | 375.0K | — | 299.8K | — | 1.07M | 35.19% | ↗ |
| 13 | 2022 | Terrence Moorehead President and Chief Executive Officer | 723.6K | — | 2.02M | — | — | — | 2.79M | 72.64% | ↗ |
| 14 | 2022 | Martin Gonzalez Executive Vice President, Global Supply Chain | 230.8K | 187.4K | 1.05M | — | 118.2K | — | 1.59M | 65.71% | ↗ |
| 15 | 2022 | Joseph Baty Former Chief Financial Officer | 310.6K | — | 725.4K | — | — | — | 1.06M | 68.69% | ↗ |
| 16 | 2022 | Shane Jones Executive Vice President, Chief Financial Officer | — | — | 550.0K | — | — | — | 550.0K | 100.00% | ↗ |
| 17 | 2021 | Terrence Moorehead President and Chief Executive Officer | 689.6K | — | 1.83M | — | 1.01M | — | 3.56M | 51.25% | ↗ |
| 18 | 2021 | Joseph Baty Former Chief Financial Officer | 394.0K | — | 472.9K | — | 345.9K | — | 1.23M | 38.36% | ↗ |
| 19 | 2020 | Terrence Moorehead President and Chief Executive Officer | 669.5K | — | 1.30M | — | 842.2K | — | 2.85M | 45.62% | ↗ |
| 20 | 2020 | Joseph Baty Former Chief Financial Officer | 382.6K | — | 461.0K | — | 288.7K | — | 1.16M | 39.81% | ↗ |
| 21 | 2004 | Douglas Faggioli President, Chief Executive Officer | 373.7K | 315.0K | — | — | — | 2.4K | 691.1K | 0.00% | ↗ |
| 22 | 2004 | Daren G. Hogge Executive Vice President | 211.5K | 437.2K | — | — | — | 757.00 | 649.4K | 0.00% | ↗ |
| 23 | 2004 | Craig D. Huff Executive Vice President, Chief Financial Officer, Vice President, Finance | 193.7K | 356.7K | — | — | — | 887.00 | 551.3K | 0.00% | ↗ |
| 24 | 2004 | John R. DeWyze Executive Vice President, Vice President—Operations | 188.2K | 120.1K | — | — | — | 918.00 | 309.2K | 0.00% | ↗ |
| 25 | 2004 | Dale G. Lee Former Executive Vice President, President, U.S. Sales | 200.7K | — | — | — | — | 2.4K | 203.1K | 0.00% | ↗ |
| 26 | 2003 | Daren G. Hogge Executive Vice President | 187.4K | 237.7K | — | — | — | 730.00 | 425.8K | 0.00% | ↗ |
| 27 | 2003 | Daniel P. Howells Former President, Chief Executive Officer | 351.2K | — | — | — | — | 7.9K | 359.1K | 0.00% | ↗ |
| 28 | 2003 | Craig D. Huff Executive Vice President, Chief Financial Officer, Vice President, Finance | 180.7K | 144.3K | — | — | — | 846.00 | 325.8K | 0.00% | ↗ |
| 29 | 2003 | Douglas Faggioli President, Chief Executive Officer | 257.4K | — | — | — | — | 1.3K | 258.7K | 0.00% | ↗ |
| 30 | 2003 | Daren G. Hogge Executive Vice President, President—International | 187.4K | 38.0K | — | — | — | 730.00 | 226.1K | 0.00% | ↗ |
| 31 | 2003 | Dale G. Lee Former Executive Vice President, President, U.S. Sales | 179.5K | 26.0K | — | — | — | 2.3K | 207.8K | 0.00% | ↗ |
| 32 | 2003 | John R. DeWyze Executive Vice President, Vice President—Operations | 164.7K | 32.8K | — | — | — | 878.00 | 198.4K | 0.00% | ↗ |
| 33 | 2003 | Dale G. Lee Executive Vice President President, U.S. Sales | 179.5K | — | — | — | — | 2.3K | 181.8K | 0.00% | ↗ |
| 34 | 2002 | Daren G. Hogge Executive Vice President, President—International | 200.0K | 253.9K | — | — | — | 734.00 | 454.6K | 0.00% | ↗ |
| 35 | 2002 | Daniel P. Howells Former President, Chief Executive Officer | 354.0K | — | — | — | — | 7.9K | 361.9K | 0.00% | ↗ |
| 36 | 2002 | Daniel P. Howells President, Chief Executive Officer | 354.0K | — | — | — | — | 7.9K | 361.9K | 0.00% | ↗ |
| 37 | 2002 | Dale G. Lee Executive Vice President President, U.S. Sales | 190.8K | 139.4K | — | — | — | 2.3K | 332.5K | 0.00% | ↗ |
| 38 | 2002 | Craig D. Huff Executive Vice President, Chief Financial Officer, Vice President, Finance | 181.3K | 79.1K | — | — | — | 851.00 | 261.3K | 0.00% | ↗ |
| 39 | 2002 | Douglas Faggioli President, Chief Executive Officer | 259.0K | — | — | — | — | 1.3K | 260.3K | 0.00% | ↗ |
| 40 | 2002 | Douglas Faggioli Executive Vice President, Chief Operating Officer | 259.0K | — | — | — | — | 1.3K | 260.3K | 0.00% | ↗ |
| 41 | 2002 | Daren G. Hogge Executive Vice President | 200.0K | 38.0K | — | — | — | 734.00 | 238.7K | 0.00% | ↗ |
| 42 | 2002 | John R. DeWyze Executive Vice President, Vice President—Operations | 177.0K | 24.4K | — | — | — | 883.00 | 202.3K | 0.00% | ↗ |
| 43 | 2002 | Dale G. Lee Former Executive Vice President, President, U.S. Sales | 190.8K | — | — | — | — | 2.3K | 193.1K | 0.00% | ↗ |
| 44 | 2001 | Daniel P. Howells Former President, Chief Executive Officer | 320.0K | 237.7K | — | — | — | 7.4K | 565.1K | 0.00% | ↗ |
| 45 | 2001 | Daren G. Hogge Executive Vice President, President—International | 186.6K | 144.3K | — | — | — | 665.00 | 331.6K | 0.00% | ↗ |
| 46 | 2001 | Daniel P. Howells President, Chief Executive Officer | 320.0K | — | — | — | — | 7.4K | 327.4K | 0.00% | ↗ |
| 47 | 2001 | Dale G. Lee Executive Vice President, President—U.S. Sales | 184.9K | 139.4K | — | — | — | 2.2K | 326.5K | 0.00% | ↗ |
| 48 | 2001 | Douglas Faggioli President, Chief Executive Officer | 235.3K | — | — | — | — | 1.2K | 236.5K | 0.00% | ↗ |
| 49 | 2001 | Douglas Faggioli Executive Vice President, Chief Operating Officer | 235.3K | — | — | — | — | 1.2K | 236.5K | 0.00% | ↗ |
| 50 | 2001 | Dale G. Lee Executive Vice President President, U.S. Sales | 184.9K | 32.8K | — | — | — | 2.2K | 219.9K | 0.00% | ↗ |
| 51 | 2001 | Craig D. Huff Executive Vice President, Chief Financial Officer, Vice President, Finance | 166.8K | 26.0K | — | — | — | 665.00 | 193.5K | 0.00% | ↗ |
| 52 | 2001 | John R. DeWyze Executive Vice President, Vice President—Operations | 165.4K | — | — | — | — | 846.00 | 166.3K | 0.00% | ↗ |
| 53 | 2000 | Daniel P. Howells President, Chief Executive Officer | 292.1K | 151.0K | — | — | — | 2.8K | 446.0K | 0.00% | ↗ |
| 54 | 2000 | Douglas Faggioli Executive Vice President, Chief Operating Officer | 220.5K | 92.9K | — | — | — | 703.00 | 314.1K | 0.00% | ↗ |
| 55 | 2000 | Daren G. Hogge Executive Vice President, President—International | 156.5K | 111.7K | — | — | — | 284.00 | 268.5K | 0.00% | ↗ |
| 56 | 2000 | John R. DeWyze Executive Vice President, Vice President—Operations | 143.6K | 49.7K | — | — | — | 287.00 | 193.6K | 0.00% | ↗ |
| 57 | 2000 | Dale G. Lee Executive Vice President, President—U.S. Sales | 177.5K | 11.8K | — | — | — | 1.6K | 190.8K | 0.00% | ↗ |
| 58 | 2000 | Craig D. Huff Executive Vice President, Chief Financial Officer, Vice President, Finance | 144.0K | 39.8K | — | — | — | 290.00 | 184.1K | 0.00% | ↗ |
| 59 | 1999 | Daniel P. Howells President, Chief Executive Officer | 289.4K | — | — | — | — | 7.5K | 296.9K | 0.00% | ↗ |
| 60 | 1999 | Douglas Faggioli Executive Vice President, Chief Operating Officer | 220.0K | — | — | — | — | 1.6K | 221.6K | 0.00% | ↗ |
| 61 | 1999 | Daren G. Hogge Executive Vice President, President—International | 152.8K | 21.7K | — | — | — | 590.00 | 175.1K | 0.00% | ↗ |
| 62 | 1999 | Dale G. Lee Executive Vice President, President—U.S. Sales | 150.6K | — | — | — | — | 2.0K | 152.6K | 0.00% | ↗ |
| 63 | 1999 | Craig D. Huff Executive Vice President, Chief Financial Officer, Vice President, Finance | 121.8K | — | — | — | — | 647.00 | 122.5K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| L. Shane Jones | Executive Vice President of Finance, Chief Financial Officer & Treasurer | 954.8K | male |
| Daniel C. Norman | Executive Vice President & President of Asia/Pacific (APAC) | 807.1K | male |
| Kenneth G. Romanzi | Chief Executive Officer & Director | 774.9K | male |
| Bryant J. Yates | Executive Vice President and President of Europe & Latin America | 496.1K | male |
| Kevin R. Herbert | Executive Vice President & President of North America | — | male |
| Nathan G. Brower | Executive Vice President, General Counsel & Secretary | — | male |
| Trent McCausland | Vice President of Global Impact & Sustainability | — | — |
| Erich A. Fritz | Executive Vice President of Global Supply Chain | — | male |
| Jason Roberts | Vice President of Global Human Resources | — | male |
| Kevin Fuller | Global Chief Marketing Officer | — | male |
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Community Opinion for NATR
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.

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