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NeoGenomics, Inc. (NEO)

USD14.08 -0.03 (-0.25%)
US NASDAQ Healthcare Medical - Diagnostics & Research
Address 9490 NeoGenomics Way 33912
Fort Myers, FL, US
CEO Anthony Zook
IPO 2004-03-16
CIK 1077183 ISIN US64049M2098

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Description

NeoGenomics, Inc. specializes in providing cancer-focused diagnostic and testing services through an extensive network of laboratories located across the United States, Europe, and Asia. The company operates through two distinct divisions: Clinical Services and Pharma Services. Its comprehensive offerings cater to a diverse clientele, including hospitals, reference laboratories, pathologists, oncologists, clinicians, pharmaceutical companies, and researchers. NeoGenomics' advanced testing capabilities encompass cytogenetics, which examines normal and abnormal chromosomes in relation to disease; fluorescence in-situ hybridization (FISH) for detecting and pinpointing specific DNA sequences and genes on chromosomes; and flow cytometry, used to measure cell population characteristics. Additionally, the company provides immunohistochemistry and digital imaging services, enabling the localization of cellular proteins in tissue sections, visualization of scanned slides, and quantitative analysis. Molecular testing, focusing on DNA/RNA analysis and gene structure/function, is also a key offering, alongside morphologic analysis where pathologists microscopically diagnose cells. Beyond clinical diagnostics, NeoGenomics supports pharmaceutical clients' oncology programs from discovery to commercialization and acts as a reference laboratory for anatomic pathology testing. The company, founded in 2001 and headquartered in Fort Myers, Florida, also maintains a strategic alliance and laboratory services agreement with Inivata Limited.

News Sentiment (7d)
65 Positive

Based on only 2 articles — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD14.08 -0.03 (-0.25%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
1.81
Float Shares
23.64M
Free Float %
90.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.79% +1.36% +34.99% +41.50% -5.91% -5.19% +57.71% -31.47% -74.41% +37.15% +2,493.02%
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

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (29 ratings, all time) Buy
Price Targets & DCF
Current price
14.08
Low 13.00 -7.6%
Consensus 19.00 +35.0%
Median 19.00 +35.0%
High 25.00 +77.6%
Ratings Trend (MoM) 67% Bullish
Rating 2026-06 Change
Strong Buy 2 0
Buy 6 0
Hold 4 -2
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
25.00
+77.6%
Last Year 7
12.86
-8.6%
All Time 19
19.74
+40.2%
Quality scores
Altman Z-Score
0.44
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Diagnostics & Research: +7.9%
    +10.1% Q1'26: +11.1% (vs Q1'25)
  • EPS growth Medical - Diagnostics & Research: +30.8%
    -35.5% Q1'26: +35.0% (vs Q1'25)
  • FCF margin FCF growth · Medical - Diagnostics & Research: +32.2%
    -13.7% Q1'26: -7.0% (vs Q1'25)
  • EBIT margin Medical - Diagnostics & Research: +9.6%
    -14.6% Q1'26: -9.1% (vs Q1'25)
  • ROIC Medical - Diagnostics & Research: +5.2%
    -9.3% Q1'26: -6.1% (vs Q1'25)
  • Share dilution Medical - Diagnostics & Research: 0.0%
    +1.1% Q1'26: +1.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Diagnostics & Research: -0.13×
    -12.21× Q1'26: -180.13× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.81) × ERP
WACC = 38% × Ke + 62% × Kd (4.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 14.08
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 2010
actual
Dec 2012
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
9 Rev. Ana.
7 EPS Ana.
Dec 2027
9 Rev. Ana.
7 EPS Ana.
Dec 2028
6 Rev. Ana.
4 EPS Ana.
Dec 2029
5 Rev. Ana.
2 EPS Ana.
Dec 2030
3 Rev. Ana.
2 EPS Ana.
Revenue
34.37M
est: 34.49M (-0.3%)
59.87M
est: 77.04M (-22.3%)
99.80M
est: 99.68M (+0.1%)
244.08M
est: 245.20M (-0.5%)
240.25M
est: 257.12M (-6.6%)
276.74M
est: 271.53M (+1.9%)
408.83M
est: 406.23M (+0.6%)
444.45M
est: 443.80M (+0.1%)
484.33M
est: 484.65M (-0.1%)
509.73M
est: 501.06M (+1.7%)
591.64M
est: 628.25M (-5.8%)
660.57M
est: 661.86M (-0.2%)
727.33M
est: 725.65M (+0.2%)
800.47M
799.97M – 800.87M
+10.3% YoY
880.67M
875.06M – 885.07M
+10.0% YoY
964.63M
964.62M – 964.63M
+9.5% YoY
1.04B
1.03B – 1.04B
+7.5% YoY
1.12B
1.11B – 1.12B
+8.0% YoY
EBITDA
-1.18M
est: -1.23M (+4.3%)
5.03M
est: 5.64M (-10.9%)
3.51M
est: -4.99M (+170.3%)
25.36M
est: 29.03M (-12.6%)
26.55M
est: 20.64M (+28.7%)
31.79M
est: 21.77M (+46.0%)
37.63M
est: 31.35M (+20.0%)
34.85M
est: 21.05M (+65.5%)
46.50M
est: 25.94M (+79.3%)
-82.33M
est: -126.99M (+35.2%)
-17.61M
est: -18.94M (+7.1%)
-1.51M
est: -19.96M (+92.4%)
-38.69M
est: -21.88M (-76.8%)
-24.14M
-24.15M – -24.12M
-10.3% YoY
-26.55M
-26.69M – -26.38M
-10.0% YoY
-29.09M
-29.09M – -29.09M
-9.5% YoY
-31.26M
-31.36M – -31.12M
-7.5% YoY
-33.76M
-33.87M – -33.61M
-8.0% YoY
EBIT
-2.96M
est: -2.80M (-5.8%)
1.21M
est: 1.55M (-21.9%)
-3.64M
est: -16.41M (+77.9%)
2.16M
est: 4.28M (-49.7%)
3.96M
est: -412.5K (+1,060.1%)
10.04M
est: 6.68M (+50.3%)
7.36M
est: 10.96M (-32.9%)
-7.04M
est: -34.59M (+79.7%)
-6.86M
est: -189.74M (+96.4%)
-151.76M
est: -195.11M (+22.2%)
-90.19M
est: -90.83M (+0.7%)
-74.06M
est: -95.69M (+22.6%)
-106.52M
est: -104.91M (-1.5%)
-115.73M
-115.79M – -115.66M
-10.3% YoY
-127.32M
-127.96M – -126.51M
-10.0% YoY
-139.46M
-139.46M – -139.46M
-9.5% YoY
-149.87M
-150.38M – -149.22M
-7.5% YoY
-161.85M
-162.41M – -161.15M
-8.0% YoY
Net Income
-3.30M
est: -2.99M (-10.3%)
65.0K
est: 95.6K (-32.0%)
-2.54M
est: -108.6K (-2,234.9%)
-6.14M
est: -4.33M (-41.7%)
-396.0K
est: -3.85M (+89.7%)
2.64M
est: 1.54M (+71.5%)
8.01M
est: 6.17M (+29.8%)
4.17M
est: -15.11M (+127.6%)
-8.35M
est: -77.40M (+89.2%)
-144.25M
est: -114.67M (-25.8%)
-87.97M
est: -15.96M (-451.3%)
-78.73M
est: 2.66M (-3,063.5%)
-108.03M
est: 2.53M (-4,366.5%)
4.48M
3.80M – 5.15M
+76.8% YoY
9.61M
8.52M – 10.71M
+114.8% YoY
10.81M
-5.82M – 27.43M
+12.4% YoY
15.88M
15.79M – 15.96M
+47.0% YoY
21.01M
20.89M – 21.10M
+32.3% YoY
SGA
18.75M
est: 18.19M (+3.1%)
23.34M
est: 29.39M (-20.6%)
45.19M
est: 49.96M (-9.5%)
87.84M
est: 105.75M (-16.9%)
113.30M
est: 107.08M (+5.8%)
114.22M
est: 79.78M (+43.2%)
175.34M
est: 147.92M (+18.5%)
191.66M
est: 263.78M (-27.3%)
283.94M
est: 242.90M (+16.9%)
277.91M
est: 355.14M (-21.7%)
279.96M
est: 323.80M (-13.5%)
310.49M
est: 341.12M (-9.0%)
365.34M
est: 374.00M (-2.3%)
412.56M
412.30M – 412.77M
+10.3% YoY
453.90M
451.01M – 456.17M
+10.0% YoY
497.17M
497.16M – 497.17M
+9.5% YoY
534.26M
531.94M – 536.09M
+7.5% YoY
576.99M
574.48M – 578.96M
+8.0% YoY
EPS
-0.44
est: -0.07 (-576.9%)
0.01
est: 0.01 (-30.0%)
-0.21
est: 0.00 (-4,799.7%)
-0.39
est: 0.14 (-386.8%)
-0.03
est: 0.12 (-121.0%)
0.14
est: 0.18 (-22.7%)
0.40
est: 0.28 (+44.3%)
0.19
est: 0.07 (+164.9%)
-0.35
est: -0.27 (-30.6%)
-5.80
est: -0.68 (-748.5%)
-3.50
est: -0.62 (-461.6%)
-3.10
est: 0.10 (-3,255.8%)
-4.20
est: 0.09 (-4,586.0%)
0.18
0.15 – 0.20
+92.3% YoY
0.36
0.33 – 0.42
+102.5% YoY
0.50
-0.23 – 1.07
+38.0% YoY
0.62
0.62 – 0.62
+23.3% YoY
0.82
0.82 – 0.82
+32.3% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-29 TD Cowen Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-06-12 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-06-11 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-06-10 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-06-09 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-06-08 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-06-05 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-06-04 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-06-03 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-06-02 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-06-01 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-28 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-27 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-26 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-22 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-21 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-20 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-19 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-18 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-15 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-14 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-13 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-12 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-11 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-08 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-07 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-06 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-05 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-04 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-01 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-30 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-29 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-28 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-27 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-24 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-23 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-22 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-21 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-20 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-17 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-16 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-15 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
17.49M
OE per share TTM
0.14
Owner's Yield
6.07%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
30.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
260
Total invested
995.10M
Insider transactions (90d)
15
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 (1) BlackRock, Inc. 19.33M 15.70% 19.06M 19.33M HC Delaware 2022-01-26
2 First Light Asset Management, LLC 13.63M 10.47% 13.63M 13.63M 13.63M IA DELAWARE 2026-05-07
3 Wellington Group Holdings LLP 11.07M 8.99% 9.95M HC Massachusetts 2022-02-04
4 Wellington Investment Advisors Holdings LLP 11.07M 8.99% 9.95M HC Massachusetts 2022-02-04
5 Wellington Management Group LLP 11.07M 8.99% 9.95M HC Massachusetts 2022-02-04
6 The Vanguard Group - 23-1945930 10.43M 10.04% 204.1K 16.8K 10.22M 210.8K IA Pennsylvania 2019-10-10
7 Wellington Management Company LLP 10.36M 8.41% 9.82M IA Massachusetts 2022-02-04
8 Greenhouse Funds LLLP 9.22M 7.10% 9.22M 9.22M 9.22M IA, OO DELAWARE 2026-05-15
9 Artisan Investments GP LLC 7.73M 6.30% 6.96M 7.73M HC Delaware 2022-02-04
10 Artisan Partners Asset Management Inc. 7.73M 6.30% 6.96M 7.73M HC Delaware 2022-02-04
11 Artisan Partners Holdings LP 7.73M 6.30% 6.96M 7.73M HC Delaware 2022-02-04
12 Artisan Partners Limited Partnership 7.73M 6.30% 6.96M 7.73M IA Delaware 2022-02-04
13 Vanguard Portfolio Management 7.68M 5.91% IA PENNSYLVANIA 2026-04-29
14 Vanguard Capital Management 6.61M 5.09% IA PENNSYLVANIA 2026-04-30
15 Janus Henderson Group plc 6.60M 5.20% 6.60M 6.60M IA, HC Jersey, Channel Islands 2024-11-14
16 85-4328500 6.38M 5.00% 1.91M 6.38M IA Maryland 2024-02-14
17 Brown Advisory Incorporated ("BAI") 6.34M 5.00% 5.50M HC Brown Advisory Incorporated is a Maryland Corporation. 2023-02-09
18 Brown Advisory LLC (BALLC) 6.30M 5.00% 5.47M IA Brown Advisory LLC is a Maryland Limited Liability Corporation. 2023-02-09
19 Kinderhook, LP 4.85M 10.71% 4.85M 4.85M PN Delaware 2013-02-12
20 59-3792751 4.20M 9.29% 490.6K 3.71M 490.6K 3.71M IA Delaware 2013-02-14
21 Carl M. Wiese 3.79M 7.70% 3.79M HC, IN USA 2014-02-04
22 GROW Partners, LLC 3.79M 7.70% 3.79M IA, OO Delaware 2014-02-04
23 GROW Small Cap Equity Long/Short, LP 3.79M 7.70% 3.79M PN Delaware 2014-02-04
24 Iron Road Capital Partners, LLC 20-4493541 3.71M 8.20% 3.71M 3.71M OO Delaware 2013-02-14
25 Kopp Family Office, LLC 3.60M 4.50% 3.60M 3.60M OO Minnesota USA 2018-07-05
26 T. Rowe Price Investment Management, Inc. 3.32M 2.60% IA MARYLAND 2025-05-14
27 Integrated Core Strategies (US) LLC 2.87M 2.20% 2.87M 2.87M 2.87M OO DELAWARE 2025-07-17
28 Mathew P. Arens 2.57M 3.30% 2.57M IN United State of America 2017-02-14
29 56-2450074 2.47M 5.05% 1.78M 2.47M IA Wisconsin 2014-01-09
30 Millennium Management LLC 2.22M 1.70% 2.22M 2.22M 2.22M OO DELAWARE 2026-05-13
31 Brown Investment Advisory & Trust Company ("BIATC") 33.6K 0.00% 33.6K BK Brown Investment Advisory & Trust Company is a Maryland Trust Company. 2023-02-09
32 SAMUEL R. SHAPIRO 0.00% 5.57M 5.57M IN Jersey, Channel Islands 2018-02-13

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
260
-4 vs prev Q
New positions
40
Closed positions
45
Increased
118
Reduced
86
Put/Call ratio
0.10
Calls held
834.3K
Puts held
85.7K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 19.96M +496.2K (+2.5%) 148.08M -80.8M (-35.3%) 77.57% +1.605 pp 0.00% -0.001 pp USD14.57 -49.1% 7 qtrs
2 FIRST LIGHT ASSET MANAGEMENT, LLC 9.73M -305.1K (-3.0%) 72.20M -45.8M (-38.8%) 37.82% -1.409 pp 6.47% -2.553 pp USD10.38 -28.5% 50 qtrs
3 FIRST TRUST ADVISORS LP 6.16M +6.2M (+100.0%) 45.72M +45.7M (+100.0%) 23.95% +23.951 pp 0.03% +0.033 pp USD7.42 +0.0% 1 qtrs NEW
4 5.66M +5.7M (+100.0%) 41.97M +42.0M (+100.0%) 21.98% +21.982 pp 0.00% +0.001 pp USD7.42 +0.0% 1 qtrs NEW
5 BRAIDWELL LP 5.62M +984.6K (+21.3%) 41.68M -12.8M (-23.5%) 21.83% +3.750 pp 1.39% -0.352 pp USD9.73 -23.7% 3 qtrs
6 STATE STREET CORP 5.12M +141.5K (+2.8%) 37.99M -20.6M (-35.1%) 19.90% +0.468 pp 0.00% -0.001 pp USD18.62 -60.2% 52 qtrs
7 D. E. SHAW & CO., INC. 4.16M -1.1M (-21.4%) 30.90M -31.4M (-50.4%) 16.18% -4.523 pp 0.02% -0.016 pp USD9.17 -19.1% 17 qtrs
8 SCHRODER INVESTMENT MANAGEMENT GROUP 3.57M -449.0K (-11.2%) 25.69M -23.4M (-47.7%) 13.87% -1.812 pp 0.02% -0.017 pp USD18.34 -59.5% 19 qtrs
9 MACQUARIE MANAGEMENT HOLDINGS, INC. 3.45M -486.6K (-12.4%) 25.62M -20.7M (-44.7%) 13.42% -1.956 pp 0.04% -0.026 pp USD11.76 -36.9% 2 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 3.23M +54.4K (+1.7%) 23.98M -13.4M (-35.8%) 12.56% +0.159 pp 0.00% -0.001 pp USD18.82 -60.6% 54 qtrs
11 BANK OF AMERICA CORP /DE/ 3.05M +1.7M (+126.6%) 22.66M +6.8M (+43.0%) 11.87% +6.610 pp 0.00% +0.001 pp USD13.16 -43.6% 53 qtrs
12 DIMENSIONAL FUND ADVISORS LP 2.67M +225.6K (+9.2%) 19.84M -9.0M (-31.1%) 10.39% +0.822 pp 0.00% -0.002 pp USD14.97 -50.4% 38 qtrs
13 SAMLYN CAPITAL, LLC 2.56M +1.2M (+84.2%) 18.98M +2.7M (+16.2%) 9.94% +4.513 pp 0.32% +0.064 pp USD9.78 -24.1% 2 qtrs
14 AMERICAN CAPITAL MANAGEMENT INC 2.25M -73.5K (-3.2%) 16.70M -10.6M (-38.9%) 8.75% -0.324 pp 0.90% -0.309 pp USD7.61 -2.5% 5 qtrs
15 MILLENNIUM MANAGEMENT LLC 2.22M -3.0M (-57.3%) 16.49M -44.7M (-73.1%) 8.64% -11.675 pp 0.01% -0.019 pp USD9.52 -22.1% 7 qtrs
16 GW&K INVESTMENT MANAGEMENT, LLC 2.19M -48.0K (-2.1%) 16.26M -10.1M (-38.3%) 8.51% -0.236 pp 0.14% -0.084 pp USD7.83 -5.2% 15 qtrs
17 MORGAN STANLEY 2.16M +36.7K (+1.7%) 16.05M -9.0M (-35.8%) 8.41% +0.096 pp 0.00% -0.001 pp USD13.60 -45.4% 52 qtrs
18 ABRDN PLC 2.03M +228.0K (+12.7%) 15.04M -6.1M (-28.9%) 7.88% +0.846 pp 0.02% -0.009 pp USD10.05 -26.2% 5 qtrs
19 LOOMIS SAYLES & CO L P 1.95M +314.3K (+19.3%) 14.43M -4.7M (-24.7%) 7.56% +1.185 pp 0.02% -0.004 pp USD11.06 -32.9% 2 qtrs
20 PFM HEALTH SCIENCES, LP 1.78M +90.5K (+5.3%) 13.24M -6.7M (-33.5%) 6.94% +0.324 pp 1.21% -0.779 pp USD8.12 -8.6% 5 qtrs
21 DRIEHAUS CAPITAL MANAGEMENT LLC 1.72M -750.0K (-30.3%) 12.78M -16.3M (-56.0%) 6.69% -2.956 pp 0.09% -0.104 pp USD11.76 -36.9% 2 qtrs
22 NORTHERN TRUST CORP 1.58M +157.7K (+11.1%) 11.73M -5.0M (-29.9%) 6.14% +0.582 pp 0.00% -0.001 pp USD12.47 -40.5% 52 qtrs
23 GLENMEDE TRUST CO NA 1.30M -113.7K (-8.1%) 9.63M -7.0M (-42.0%) 5.04% -0.465 pp 0.05% -0.031 pp USD11.76 -36.9% 2 qtrs
24 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.19M -29.4K (-2.4%) 8.81M -5.5M (-38.4%) 4.62% -0.141 pp 0.00% -0.001 pp USD17.64 -57.9% 44 qtrs
25 SEGALL BRYANT & HAMILL, LLC 1.13M -599.0K (-34.6%) 8.41M -12.0M (-58.7%) 4.40% -2.357 pp 0.10% -0.171 pp USD12.17 -39.0% 15 qtrs
26 GOLDMAN SACHS GROUP INC 1.00M -429.5K (-30.0%) 7.45M -9.4M (-55.8%) 3.90% -1.701 pp 0.00% -0.001 pp USD11.15 -33.5% 40 qtrs
27 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 938.1K +60.1K (+6.8%) 6.96M -3.4M (-32.6%) 3.65% +0.214 pp 0.02% -0.011 pp USD9.04 -17.9% 4 qtrs
28 VANGUARD FIDUCIARY TRUST CO 847.3K +847.3K (+100.0%) 6.29M +6.3M (+100.0%) 3.29% +3.293 pp 0.00% +0.002 pp USD7.42 +0.0% 1 qtrs NEW
29 GRANITE INVESTMENT PARTNERS, LLC 752.5K +752.5K (+100.0%) 5.58M +5.6M (+100.0%) 2.92% +2.925 pp 0.34% +0.343 pp USD7.42 +0.0% 1 qtrs NEW
30 BANK OF NEW YORK MELLON CORP 714.4K -25.7K (-3.5%) 5.30M -3.4M (-39.1%) 2.78% -0.116 pp 0.00% -0.001 pp USD16.38 -54.7% 52 qtrs
31 FRED ALGER MANAGEMENT, LLC 651.6K +651.6K (+100.0%) 4.84M +4.8M (+100.0%) 2.53% +2.533 pp 0.02% +0.021 pp USD7.42 +0.0% 1 qtrs NEW
32 PRINCIPAL FINANCIAL GROUP INC 629.3K +12.4K (+2.0%) 4.67M -2.6M (-35.6%) 2.45% +0.034 pp 0.00% -0.001 pp USD22.09 -66.4% 31 qtrs
33 CITIGROUP INC 616.8K +585.7K (+1,881.9%) 4.58M +4.2M (+1,150.5%) 2.40% +2.276 pp 0.00% +0.002 pp USD7.70 -3.6% 44 qtrs
34 JPMORGAN CHASE & CO 605.7K +21.6K (+3.7%) 4.36M -2.5M (-36.5%) 2.35% +0.071 pp 0.00% 0.000 pp USD9.47 -21.6% 34 qtrs
35 HIGHMARK WEALTH MANAGEMENT LLC 579.8K +12.5K (+2.2%) 4.30M -2.4M (-35.5%) 2.25% +0.036 pp 1.75% -0.967 pp USD10.04 -26.1% 24 qtrs
36 INVESCO LTD. 562.5K +23.3K (+4.3%) 4.17M -2.2M (-34.2%) 2.19% +0.082 pp 0.00% 0.000 pp USD16.88 -56.0% 36 qtrs
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 544.7K -28.6K (-5.0%) 4.04M -2.7M (-40.1%) 2.12% -0.121 pp 0.00% 0.000 pp USD12.39 -40.1% 25 qtrs
38 SEI INVESTMENTS CO 466.2K +355.4K (+320.7%) 3.46M +2.2M (+165.4%) 1.81% +1.379 pp 0.00% +0.002 pp USD9.53 -22.1% 43 qtrs
39 PUBLIC SECTOR PENSION INVESTMENT BOARD 462.9K +15.2K (+3.4%) 3.43M -1.8M (-34.8%) 1.80% +0.052 pp 0.01% -0.007 pp USD14.89 -50.2% 29 qtrs
40 NUVEEN, LLC 419.5K -4.1K (-1.0%) 3.11M -1.9M (-37.5%) 1.63% -0.023 pp 0.00% -0.001 pp USD8.54 -13.1% 5 qtrs
41 RHUMBLINE ADVISERS 364.0K +6.8K (+1.9%) 2.70M -1.5M (-35.7%) 1.41% +0.020 pp 0.00% -0.001 pp USD16.68 -55.5% 44 qtrs
42 UBS ASSET MANAGEMENT AMERICAS INC 359.9K +9.1K (+2.6%) 2.67M -1.5M (-35.3%) 1.40% +0.027 pp 0.00% 0.000 pp USD14.61 -49.2% 32 qtrs
43 CAMPBELL & CO INVESTMENT ADVISER LLC 350.9K +350.9K (+100.0%) 2.60M +2.6M (+100.0%) 1.36% +1.364 pp 0.15% +0.148 pp USD7.42 +0.0% 7 qtrs
44 AMERIPRISE FINANCIAL INC 337.4K -88.8K (-20.8%) 2.50M -2.5M (-50.1%) 1.31% -0.355 pp 0.00% -0.001 pp USD21.65 -65.7% 32 qtrs
45 SAMJO MANAGEMENT, LLC 316.7K +31.4K (+11.0%) 2.35M -1.0M (-30.0%) 1.23% +0.117 pp 1.02% -0.281 pp USD9.09 -18.4% 5 qtrs
46 SG AMERICAS SECURITIES, LLC 312.2K -2.2K (-0.7%) 2.32M -1.4M (-37.4%) 1.21% -0.016 pp 0.00% -0.002 pp USD10.99 -32.5% 4 qtrs
47 LEGAL & GENERAL GROUP PLC 295.2K -29.0K (-9.0%) 2.19M -1.6M (-42.6%) 1.15% -0.120 pp 0.00% 0.000 pp USD27.67 -73.2% 41 qtrs
48 VOLORIDGE INVESTMENT MANAGEMENT, LLC 275.8K -318.0K (-53.6%) 2.05M -4.9M (-70.7%) 1.07% -1.246 pp 0.01% -0.016 pp USD7.37 +0.7% 4 qtrs
49 STATE OF WISCONSIN INVESTMENT BOARD 266.3K -4.3K (-1.6%) 1.98M -1.2M (-37.9%) 1.04% -0.023 pp 0.00% -0.003 pp USD16.22 -54.3% 19 qtrs
50 VOYA INVESTMENT MANAGEMENT LLC 255.5K -29.4K (-10.3%) 1.90M -1.5M (-43.4%) 0.99% -0.121 pp 0.00% -0.001 pp USD12.09 -38.6% 44 qtrs
51 SWISS NATIONAL BANK 254.7K +— (+0.0%) 1.89M -1.1M (-36.9%) 0.99% -0.006 pp 0.00% -0.001 pp USD16.89 -56.1% 40 qtrs
52 RENAISSANCE TECHNOLOGIES LLC 254.2K +254.2K (+100.0%) 1.89M +1.9M (+100.0%) 0.99% +0.988 pp 0.00% +0.003 pp USD7.42 +0.0% 1 qtrs NEW
53 ALLIANCEBERNSTEIN L.P. 160.3K +4.1K (+2.6%) 1.89M +48.1K (+2.6%) 0.62% +0.013 pp 0.00% +0.000 pp USD22.65 -67.2% 40 qtrs
54 HARBOR CAPITAL ADVISORS, INC. 243.6K +243.6K (+100.0%) 1.81M +1.8M (+100.0%) 0.95% +0.947 pp 0.15% +0.146 pp USD7.42 +0.0% 1 qtrs NEW
55 BULLSEYE ASSET MANAGEMENT LLC 236.9K +— (+0.0%) 1.76M -1.0M (-36.9%) 0.92% -0.004 pp 1.02% -0.483 pp USD19.55 -62.0% 26 qtrs
56 FMR LLC 226.3K +55.8K (+32.7%) 1.68M -325.7K (-16.2%) 0.88% +0.213 pp 0.00% +0.000 pp USD10.03 -26.0% 29 qtrs
57 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 194.1K +70.3K (+56.8%) 1.44M -15.4K (-1.1%) 0.75% +0.271 pp 0.00% +0.000 pp USD12.12 -38.8% 44 qtrs
58 UBS GROUP AG 190.5K -157.1K (-45.2%) 1.41M -2.7M (-65.4%) 0.74% -0.616 pp 0.00% -0.001 pp USD11.29 -34.3% 46 qtrs
59 SOLEUS CAPITAL MANAGEMENT, L.P. 175.0K -252.5K (-59.1%) 1.30M -3.7M (-74.2%) 0.68% -0.991 pp 0.05% -0.133 pp USD11.76 -36.9% 2 qtrs
60 FEDERATED HERMES, INC. 169.3K +5.1K (+3.1%) 1.26M -674.4K (-34.9%) 0.66% +0.016 pp 0.00% -0.001 pp USD13.59 -45.4% 42 qtrs
61 AQR CAPITAL MANAGEMENT LLC 167.4K +21.0K (+14.4%) 1.24M -479.3K (-27.8%) 0.65% +0.078 pp 0.00% 0.000 pp USD9.60 -22.7% 5 qtrs
62 SILVERBACK ASSET MANAGEMENT LLC 165.1K +— (+0.0%) 1.23M -716.5K (-36.9%) 0.64% -0.004 pp 0.18% -0.109 pp USD7.72 -3.9% 3 qtrs
63 PRICE T ROWE ASSOCIATES INC /MD/ 156.1K +32.2K (+26.0%) 1.16M -299.0K (-20.5%) 0.61% +0.123 pp 0.00% +0.000 pp USD18.22 -59.3% 37 qtrs
64 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 153.0K -8.6K (-5.3%) 1.14M -765.0K (-40.3%) 0.59% -0.037 pp 0.00% -0.001 pp USD17.96 -58.7% 29 qtrs
65 Y-INTERCEPT (HONG KONG) LTD 139.8K +56.3K (+67.4%) 1.04M +55.1K (+5.6%) 0.54% +0.217 pp 0.02% -0.002 pp USD7.60 -2.4% 3 qtrs
66 PRUDENTIAL FINANCIAL INC 136.5K +12.2K (+9.9%) 1.01M -448.3K (-30.7%) 0.53% +0.046 pp 0.00% -0.001 pp USD20.94 -64.6% 31 qtrs
67 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 135.1K +2.2K (+1.6%) 1.00M -560.6K (-35.9%) 0.52% +0.006 pp 0.00% -0.001 pp USD9.27 -20.0% 5 qtrs
68 PERKINS CAPITAL MANAGEMENT INC 132.4K -9.5K (-6.7%) 982.0K -686.1K (-41.1%) 0.51% -0.040 pp 0.92% -0.404 pp USD28.88 -74.3% 23 qtrs
69 WHITE PINE CAPITAL LLC 128.9K -26.3K (-17.0%) 956.1K -868.8K (-47.6%) 0.50% -0.106 pp 0.27% -0.233 pp USD9.35 -20.6% 10 qtrs
70 AMERICAN CENTURY COMPANIES INC 127.2K +56.0K (+78.5%) 944.1K +105.8K (+12.6%) 0.49% +0.216 pp 0.00% +0.000 pp USD10.33 -28.2% 14 qtrs
71 DEUTSCHE BANK AG\ 118.0K +13.2K (+12.6%) 875.5K -356.7K (-29.0%) 0.46% +0.049 pp 0.00% 0.000 pp USD20.21 -63.3% 51 qtrs
72 GREENHOUSE FUNDS LLLP 115.8K +115.8K (+100.0%) 859.2K +859.2K (+100.0%) 0.45% +0.450 pp 0.04% +0.039 pp USD7.42 +0.0% 1 qtrs NEW
73 BNP PARIBAS ARBITRAGE, SNC 109.9K -3.1K (-2.7%) 815.4K -513.1K (-38.6%) 0.43% -0.014 pp 0.00% 0.000 pp USD8.02 -7.5% 44 qtrs
74 GABELLI FUNDS LLC 109.5K -9.5K (-8.0%) 812.5K -587.0K (-41.9%) 0.43% -0.040 pp 0.01% -0.004 pp USD9.82 -24.4% 9 qtrs
75 FRANKLIN RESOURCES INC 109.4K +23.7K (+27.7%) 812.0K -195.7K (-19.4%) 0.43% +0.090 pp 0.00% +0.000 pp USD11.78 -37.0% 34 qtrs
76 TWINBEECH CAPITAL LP 106.3K +106.3K (+100.0%) 788.7K +788.7K (+100.0%) 0.41% +0.413 pp 0.08% +0.082 pp USD7.42 +0.0% 1 qtrs NEW
77 GREAT WEST LIFE ASSURANCE CO /CAN/ 106.1K +— (+0.0%) 788.0K -459.0K (-36.8%) 0.41% -0.002 pp 0.00% -0.001 pp USD19.84 -62.6% 40 qtrs
78 SQUAREPOINT OPS LLC 101.7K +69.4K (+214.7%) 754.6K +374.6K (+98.6%) 0.40% +0.269 pp 0.00% +0.001 pp USD7.64 -2.9% 17 qtrs
79 GAMCO INVESTORS, INC. ET AL 100.0K +84.0K (+525.0%) 742.0K +553.8K (+294.3%) 0.39% +0.326 pp 0.01% +0.006 pp USD7.42 +0.0% 4 qtrs
80 NEW YORK STATE COMMON RETIREMENT FUND 99.9K +63.4K (+174.2%) 741.1K +312.7K (+73.0%) 0.39% +0.246 pp 0.00% +0.001 pp USD10.37 -28.4% 47 qtrs
81 BRIDGEWATER ASSOCIATES, LP 91.2K +91.2K (+100.0%) 676.6K +676.6K (+100.0%) 0.35% +0.354 pp 0.00% +0.003 pp USD7.42 +0.0% 1 qtrs NEW
82 THRIVENT FINANCIAL FOR LUTHERANS 86.4K -2.5K (-2.9%) 641.0K -405.0K (-38.7%) 0.34% -0.012 pp 0.00% -0.001 pp USD15.65 -52.6% 29 qtrs
83 RMB CAPITAL MANAGEMENT, LLC 85.3K +2.0K (+2.4%) 633.1K -347.1K (-35.4%) 0.33% +0.006 pp 0.01% -0.006 pp USD7.31 +1.5% 4 qtrs
84 WELLS FARGO & COMPANY/MN 80.3K -78.2K (-49.3%) 595.7K -1.3M (-68.0%) 0.31% -0.306 pp 0.00% 0.000 pp USD13.87 -46.5% 48 qtrs
85 VANGUARD ASSET MANAGEMENT, LTD 78.9K +78.9K (+100.0%) 585.1K +585.1K (+100.0%) 0.31% +0.307 pp 0.00% +0.001 pp USD7.42 +0.0% 1 qtrs NEW
86 ILLINOIS MUNICIPAL RETIREMENT FUND 75.8K +75.8K (+100.0%) 562.3K +562.3K (+100.0%) 0.29% +0.295 pp 0.01% +0.007 pp USD7.42 +0.0% 1 qtrs NEW
87 CITADEL ADVISORS LLC 74.9K -134.5K (-64.2%) 555.8K -1.9M (-77.4%) 0.29% -0.526 pp 0.00% 0.000 pp USD12.43 -40.3% 31 qtrs
88 STATE OF ALASKA, DEPARTMENT OF REVENUE 71.4K -1.7K (-2.3%) 529.0K -329.0K (-38.3%) 0.28% -0.008 pp 0.01% -0.003 pp USD22.04 -66.3% 29 qtrs
89 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 71.2K +25.8K (+56.9%) 528.6K -5.4K (-1.0%) 0.28% +0.099 pp 0.00% +0.000 pp USD13.17 -43.7% 40 qtrs
90 SCHONFELD STRATEGIC ADVISORS LLC 69.4K +69.4K (+100.0%) 514.8K +514.8K (+100.0%) 0.27% +0.270 pp 0.00% +0.004 pp USD7.42 +0.0% 1 qtrs NEW
91 INSPIRE INVESTING, LLC 69.2K +29.8K (+75.8%) 513.4K +50.6K (+10.9%) 0.27% +0.115 pp 0.05% +0.008 pp USD8.90 -16.6% 11 qtrs
92 BREVAN HOWARD CAPITAL MANAGEMENT LP 66.0K +48.5K (+275.7%) 490.0K +283.3K (+137.1%) 0.26% +0.188 pp 0.00% +0.002 pp USD8.58 -13.5% 4 qtrs
93 QUBE RESEARCH & TECHNOLOGIES LTD 65.6K +65.6K (+100.0%) 486.5K +486.5K (+100.0%) 0.25% +0.255 pp 0.00% +0.001 pp USD7.42 +0.0% 1 qtrs NEW
94 METLIFE INVESTMENT MANAGEMENT, LLC 65.3K -6.4K (-8.9%) 484.6K -359.0K (-42.6%) 0.25% -0.027 pp 0.00% -0.002 pp USD13.96 -46.8% 34 qtrs
95 ENVESTNET ASSET MANAGEMENT INC 63.8K +63.8K (+100.0%) 473.3K +473.3K (+100.0%) 0.25% +0.248 pp 0.00% +0.000 pp USD7.42 +0.0% 1 qtrs NEW
96 CREATIVE PLANNING 60.6K +6.6K (+12.3%) 449.6K -185.0K (-29.2%) 0.24% +0.025 pp 0.00% 0.000 pp USD9.65 -23.1% 23 qtrs
97 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 60.5K +608.0 (+1.0%) 449.0K -255.5K (-36.3%) 0.24% +0.001 pp 0.00% 0.000 pp USD13.82 -46.3% 8 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.30
Neutral
Ratio by volume
1.35
Neutral
Buys
30
Sells
23
Shares acquired
562.8K
Shares disposed
416.1K
Cash buys
Cash sales
1.00
Net activity
+146,662
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
2026-06-09 TETRAULT LYNN A. Director S-Sale D Common Stock 5,307 11.29 59.9K 91,422 D
2026-06-01 Williams Felicia Director A-Award A Stock Option (Right to Buy) 11,069 10.52 116.4K 11,069 D
2026-06-01 TETRAULT LYNN A. Director M-Exempt A Common Stock 23,077 0.00 96,729 D
2026-06-01 Perez David Brian Director M-Exempt D Restricted Stock Unit 23,077 0.00 0 D
2026-06-01 Kenny John P. Director A-Award A Restricted Stock Unit 15,970 0.00 15,970 D
2026-06-01 Kelly Michael Aaron Director A-Award A Restricted Stock Unit 15,970 0.00 15,970 D
2026-06-01 KANOVSKY STEPHEN M Director M-Exempt A Common Stock 23,077 0.00 75,421 D
2026-06-01 Gunn Neil Director M-Exempt A Common Stock 23,077 0.00 51,177 D
2026-06-01 Green Marjorie C Director M-Exempt A Common Stock 22,964 0.00 22,964 D
2026-05-11 Stone Warren Officer M-Exempt A Common Stock 5,830 0.00 167,815 D
2026-05-11 Olivo Alicia C Officer M-Exempt A Common Stock 3,944 0.00 96,126 D
2026-05-02 Stone Warren Officer M-Exempt D Restricted Stock Unit 5,969 0.00 11,939 D
2026-05-02 Aunan Greg D Officer M-Exempt D Restricted Stock Unit 5,372 0.00 10,745 D
2026-05-01 Olivo Alicia C Officer F-InKind D Common Stock 1,042 0.00 92,182 D
2026-05-01 Aunan Greg D Officer F-InKind D Common Stock 937 0.00 21,090 D
2026-04-01 Zook Anthony P. Director / Officer M-Exempt D Restricted Stock Unit 140,498 0.00 280,998 D
2026-04-01 Stone Warren Officer M-Exempt A Common Stock 17,562 0.00 165,276 D
2026-03-02 Jain Abhishek Officer Stock Option (Right to Buy) 183,578 13.74 2.52M 0 D
2026-03-01 Zook Anthony P. Director / Officer A-Award A Restricted Stock Unit 406,918 0.00 406,918 D
2026-03-01 Stone Warren Officer A-Award A Restricted Stock Unit 152,594 0.00 152,594 D
2026-03-01 Olivo Alicia C Officer A-Award A Stock Option (Right to Buy) 147,804 10.81 1.60M 147,804 D
2026-03-01 Aunan Greg D Officer A-Award A Restricted Stock Unit 22,889 0.00 22,889 D
2026-02-23 Stone Warren Officer F-InKind D Common Stock 3,323 0.00 147,714 D
2026-02-23 Sherman Jeffrey Scott Officer M-Exempt A Common Stock 15,535 0.00 223,792 D
2026-02-23 Olivo Alicia C Officer F-InKind D Common Stock 3,323 0.00 93,224 D
2026-02-21 Stone Warren Officer M-Exempt D Restricted Stock Unit 28,105 0.00 56,212 D
2026-02-21 Sherman Jeffrey Scott Officer M-Exempt D Restricted Stock Unit 42,158 0.00 84,318 D
2026-02-21 Olivo Alicia C Officer F-InKind D Common Stock 8,295 0.00 88,104 D
2026-02-21 Aunan Greg D Officer M-Exempt D Restricted Stock Unit 6,323 0.00 12,648 D
2026-01-20 Stone Warren Officer S-Sale D Common Stock 22,128 12.50 276.7K 121,631 D
2026-01-13 Stone Warren Officer M-Exempt A Common Stock 59,382 0.00 158,886 D
2026-01-13 Olivo Alicia C Officer M-Exempt A Common Stock 59,382 0.00 90,465 D
2026-01-01 Kenny John P. Director A-Award A Stock Option (Right to Buy) 4,171 11.76 49.1K 4,171 D
2025-12-07 Sherman Jeffrey Scott Officer F-InKind D Common Stock 11,938 0.00 176,394 D
2025-12-01 Stone Warren Officer F-InKind D Common Stock 8,776 0.00 99,504 D
2025-11-25 Olivo Alicia C Officer M-Exempt A Common Stock 8,977 10.05 90.2K 51,999 D
2025-09-01 Olivo Alicia C Officer F-InKind D Common Stock 1,666 0.00 47,940 D
2025-08-06 Zook Anthony P. Director / Officer P-Purchase A Common Stock 17,900 5.58 100.0K 38,066 D
2025-08-06 Sherman Jeffrey Scott Officer P-Purchase A Common Stock 20,000 5.62 112.3K 188,332 D
2025-08-01 Olivo Alicia C Officer F-InKind D Common Stock 14 0.00 49,606 D
2025-06-19 Green Marjorie C Director A-Award A Restricted Stock Unit 22,964 0.00 22,964 D
2025-06-01 Zook Anthony P. Director / Officer M-Exempt A Common Stock 12,254 0.00 23,590 D
2025-06-01 Williams Felicia Director A-Award A Restricted Stock Unit 23,077 0.00 23,077 D
2025-06-01 TETRAULT LYNN A. Director M-Exempt D Restricted Stock Unit 12,254 0.00 0 D
2025-06-01 Perez David Brian Director A-Award A Stock Option (Right to Buy) 16,107 7.28 117.3K 16,107 D
2025-06-01 Kelly Michael Aaron Director A-Award A Restricted Stock Unit 23,077 0.00 23,077 D
2025-06-01 KANOVSKY STEPHEN M Director A-Award A Stock Option (Right to Buy) 16,107 7.28 117.3K 16,107 D
2025-06-01 HANNAH ALISON L. Director A-Award A Stock Option (Right to Buy) 16,107 7.28 117.3K 16,107 D
2025-06-01 Gunn Neil Director A-Award A Restricted Stock Unit 23,077 0.00 23,077 D
2025-06-01 Floegel Elizabeth Director M-Exempt A Common Stock 12,254 0.00 23,590 D
2025-05-27 Kelly Michael Aaron Director P-Purchase A Common Stock 5,000 7.60 38.0K 5,000 I
2025-05-12 Stone Warren Officer P-Purchase A Common Stock 5,700 8.58 48.9K 108,280 D
2025-05-11 Stone Warren Officer F-InKind D Common Stock 2,341 0.00 102,580 D
2025-05-11 Sherman Jeffrey Scott Officer F-InKind D Common Stock 3,167 0.00 168,332 D
2025-05-11 Olivo Alicia C Officer M-Exempt A Common Stock 6,503 0.00 51,204 D
2025-05-09 TETRAULT LYNN A. Director P-Purchase A Common Stock 7,000 8.14 57.0K 7,000 I
2025-05-07 KANOVSKY STEPHEN M Director P-Purchase A Common Stock 4,000 7.78 31.1K 40,090 D
2025-05-06 Zook Anthony P. Director / Officer P-Purchase A Common Stock 18,900 7.88 148.9K 18,900 I
2025-05-05 Perez David Brian Director P-Purchase A Common Stock 10,000 7.63 76.3K 10,000 I
2025-05-05 Gunn Neil Director P-Purchase A Common Stock 4,510 7.76 35.0K 15,846 D
2025-05-02 Stone Warren Officer M-Exempt A Common Stock 5,969 0.00 96,762 D
2025-05-02 Sherman Jeffrey Scott Officer P-Purchase A Common Stock 20,000 7.51 150.1K 158,494 D
2025-05-02 Aunan Greg D Officer F-InKind D Common Stock 1,309 0.00 17,579 D
2025-05-01 Olivo Alicia C Officer F-InKind D Common Stock 652 0.00 44,701 D
2025-05-01 Aunan Greg D Officer F-InKind D Common Stock 937 0.00 13,516 D
2025-04-01 Zook Anthony P. Director / Officer A-Award A Stock Option (Right to Buy) 729,927 10.44 7.62M 729,927 D
2025-04-01 Stone Warren Officer A-Award A Stock Option (Right to Buy) 94,518 10.44 986.8K 94,518 D
2025-02-23 Stone Warren Officer M-Exempt D Restricted Stock Unit 8,443 0.00 16,886 D
2025-02-23 Smith Christopher M Officer M-Exempt D Restricted Stock Unit 57,413 0.00 114,826 D
2025-02-23 Sherman Jeffrey Scott Officer F-InKind D Common Stock 4,207 0.00 137,064 D
2025-02-23 Olivo Alicia C Officer M-Exempt D Restricted Stock Unit 8,443 0.00 16,886 D
2025-02-23 Harris Melody Officer M-Exempt D Restricted Stock Unit 8,443 0.00 16,886 D
2025-02-21 Stone Warren Officer A-Award A Restricted Stock Unit 84,317 0.00 84,317 D
2025-02-21 Sherman Jeffrey Scott Officer A-Award A Restricted Stock Unit 126,476 0.00 126,476 D
2025-02-21 Olivo Alicia C Officer A-Award A Restricted Stock Unit 63,238 0.00 63,238 D
2025-02-21 Harris Melody Officer A-Award A Restricted Stock Unit 84,317 0.00 84,317 D
2025-02-21 Aunan Greg D Officer A-Award A Restricted Stock Unit 18,971 0.00 18,971 D
2025-01-14 Stone Warren Officer A-Award A Restricted Stock Unit 59,382 0.00 59,382 D
2025-01-14 Sherman Jeffrey Scott Officer A-Award A Restricted Stock Unit 59,382 0.00 59,382 D
2025-01-14 Olivo Alicia C Officer A-Award A Restricted Stock Unit 59,382 0.00 59,382 D
2025-01-14 Harris Melody Officer A-Award A Restricted Stock Unit 59,382 0.00 59,382 D
2025-01-01 Harris Melody Officer F-InKind D Common Stock 7,070 0.00 102,820 D
2024-12-07 Sherman Jeffrey Scott Officer F-InKind D Common Stock 11,746 0.00 123,754 D
2024-12-01 Stone Warren Officer F-InKind D Common Stock 6,224 0.00 84,822 D
2024-11-15 Olivo Alicia C Officer S-Sale D Common Stock 5,175 15.36 79.5K 37,129 D
2024-11-01 Williams Felicia Director A-Award A Restricted Stock Unit 7,160 0.00 7,160 D
2024-09-01 Olivo Alicia C Officer F-InKind D Common Stock 1,666 0.00 42,147
2024-08-15 Smith Christopher M Officer F-InKind D Common Stock 33,130 0.00 646,302
2024-08-15 Olivo Alicia C Officer S-Sale D Common Stock 1,040 16.05 16.7K 43,813
2024-08-10 Zook Anthony P. Director M-Exempt D Restricted Stock Unit 11,336 0.00 0
2024-08-10 TETRAULT LYNN A. Director M-Exempt D Restricted Stock Unit 11,336 0.00 0
2024-08-10 Perez David Brian Director M-Exempt D Restricted Stock Unit 11,336 0.00 0
2024-08-10 Kelly Michael Aaron Director M-Exempt D Restricted Stock Unit 11,336 0.00 0
2024-08-10 KANOVSKY STEPHEN M Director M-Exempt A Common Stock 11,336 0.00 36,090
2024-08-10 HANNAH ALISON L. Director M-Exempt D Restricted Stock Unit 11,336 0.00 0
2024-08-10 Gunn Neil Director M-Exempt D Restricted Stock Unit 11,336 0.00 0
2024-08-10 Floegel Elizabeth Director M-Exempt D Restricted Stock Unit 11,336 0.00 0
2024-08-01 Olivo Alicia C Officer F-InKind D Common Stock 14 0.00 44,853
2024-06-01 Zook Anthony P. Director A-Award A Restricted Stock Unit 12,254 0.00 12,254
2024-06-01 TETRAULT LYNN A. Director A-Award A Restricted Stock Unit 12,254 0.00 12,254
2024-06-01 Perez David Brian Director A-Award A Stock Option (Right to Buy) 8,672 13.71 118.9K 8,672
2024-06-01 Kelly Michael Aaron Director A-Award A Stock Option (Right to Buy) 8,672 13.71 118.9K 8,672
2024-06-01 KANOVSKY STEPHEN M Director A-Award A Restricted Stock Unit 12,254 0.00 12,254
2024-06-01 HANNAH ALISON L. Director A-Award A Stock Option (Right to Buy) 8,672 13.71 118.9K 8,672
2024-06-01 Gunn Neil Director A-Award A Stock Option (Right to Buy) 8,672 13.71 118.9K 8,672
2024-06-01 Floegel Elizabeth Director A-Award A Stock Option (Right to Buy) 8,672 13.71 118.9K 8,672
2024-05-15 Olivo Alicia C Officer S-Sale D Common Stock 1,049 15.74 16.5K 44,867
2024-05-11 Stone Warren Officer M-Exempt D Restricted Stock Unit 9,612 0.00 19,226
2024-05-11 Smith Christopher M Officer M-Exempt D Restricted Stock Unit 48,063 0.00 96,127
2024-05-11 Sherman Jeffrey Scott Officer M-Exempt D Restricted Stock Unit 13,005 0.00 26,011
2024-05-11 Olivo Alicia C Officer F-InKind D Common Stock 1,584 14.86 23.5K 39,414
2024-05-11 Harris Melody Officer M-Exempt D Restricted Stock Unit 7,068 0.00 14,136
2024-05-02 Stone Warren Officer A-Award A Performance Stock Unit 17,908 0.00 17,908
2024-05-02 Harris Melody Officer A-Award A Stock Option (Right to Buy) 19,984 13.96 279.0K 19,984
2024-05-02 Aunan Greg D Officer A-Award A Restricted Stock Unit 16,117 0.00 16,117
2024-05-01 Olivo Alicia C Officer F-InKind D Common Stock 652 0.00 34,496
2024-05-01 Aunan Greg D Officer F-InKind D Common Stock 937 0.00 14,453
2024-03-04 TETRAULT LYNN A. Director S-Sale D Common Stock 6,112 15.97 97.6K 50,062
2024-02-23 Stone Warren Officer A-Award A Stock Option (Right to Buy) 42,344 16.45 696.6K 42,344
2024-02-23 Smith Christopher M Officer A-Award A Restricted Stock Unit 172,239 0.00 172,239
2024-02-23 Sikri Vishal Officer A-Award A Stock Option (Right to Buy) 42,344 16.45 696.6K 42,344
2024-02-23 Sherman Jeffrey Scott Officer A-Award A Performance Stock Unit 46,606 0.00 46,606
2024-02-23 Olivo Alicia C Officer A-Award A Restricted Stock Unit 25,329 0.00 25,329
2024-02-23 Harris Melody Officer A-Award A Restricted Stock Unit 25,329 0.00 25,329
2024-02-15 Olivo Alicia C Officer S-Sale D Common Stock 2,587 14.96 38.7K 34,866
2024-01-01 Harris Melody Officer F-InKind D Common Stock 7,123 0.00 102,955
2023-12-07 Sherman Jeffrey Scott Officer F-InKind D Common Stock 8,147 0.00 125,662
2023-12-01 Stone Warren Officer F-InKind D Common Stock 5,431 0.00 83,775
2023-11-17 Olivo Alicia C Officer S-Sale D Common Stock 2,669 18.39 49.1K 37,140
2023-09-30 Olivo Alicia C Officer F-InKind D Common Stock 14 0.00 39,498
2023-09-01 Olivo Alicia C Officer F-InKind D Common Stock 1,666 0.00 39,411
2023-08-10 Zook Anthony P. Director A-Award A Stock Option (Right to Buy) 8,353 14.82 123.8K 8,353
2023-08-10 TETRAULT LYNN A. Director A-Award A Restricted Stock Unit 11,336 0.00 11,336
2023-08-10 Perez David Brian Director A-Award A Stock Option (Right to Buy) 8,353 14.82 123.8K 8,353
2023-08-10 Kelly Michael Aaron Director A-Award A Restricted Stock Unit 11,336 0.00 11,336
2023-08-10 KANOVSKY STEPHEN M Director A-Award A Stock Option (Right to Buy) 8,353 14.82 123.8K 8,353
2023-08-10 HANNAH ALISON L. Director A-Award A Stock Option (Right to Buy) 8,353 14.82 123.8K 8,353
2023-08-10 Gunn Neil Director A-Award A Restricted Stock Unit 11,336 0.00 11,336
2023-08-10 Floegel Elizabeth Director A-Award A Restricted Stock Unit 11,336 0.00 11,336
2023-08-10 CROWTHER BRUCE K Director A-Award A Stock Option (Right to Buy) 8,353 14.82 123.8K 8,353
2023-08-01 Olivo Alicia C Officer F-InKind D Common Stock 14 0.00 40,981
2023-06-26 Zook Anthony P. Director 0 0.00 0
2023-06-26 Gunn Neil Director 0 0.00 0
2023-06-26 Floegel Elizabeth Director 0 0.00 0
2023-06-01 Sikri Vishal Officer F-InKind D Common Stock 21,406 0.00 127,716
2023-05-22 TETRAULT LYNN A. Director M-Exempt A Common Stock 1,507 11.60 17.5K 56,174
2023-05-15 Aunan Greg D Officer D Stock Option (Right to Buy) 28,662 14.62 419.0K 0
2023-05-11 Stone Warren Officer A-Award A Performance Stock Unit 21,204 0.00 21,204
2023-05-11 Smith Christopher M Officer A-Award A Performance Stock Unit 144,190 0.00 144,190
2023-05-11 Sikri Vishal Officer A-Award A Performance Stock Unit 21,204 0.00 21,204
2023-05-11 Sherman Jeffrey Scott Officer A-Award A Performance Stock Unit 39,016 0.00 39,016
2023-05-11 Olivo Alicia C Officer A-Award A Stock Option (Right to Buy) 36,508 19.65 717.4K 36,508
2023-05-11 Harris Melody Officer A-Award A Performance Stock Unit 21,204 0.00 21,204
2023-05-01 Olivo Alicia C Officer F-InKind D Common Stock 662 0.00 40,694
2023-04-01 Kulkarni Shashikant Officer F-InKind D Common Stock 3,759 0.00 82,673
2023-03-02 Dieter Cynthia J Officer F-InKind D Common Stock 117 0.00 29,765
2023-03-01 Dieter Cynthia J Officer F-InKind D Common Stock 880 0.00 29,882
2023-01-01 Harris Melody Officer A-Award A Stock Option (Right to Buy) 201,613 0.00 201,613
2022-12-31 Sikri Vishal Officer 0 0.00 0
2022-12-31 Dieter Cynthia J Officer F-InKind D Common Stock 959 0.00 30,762
2022-12-05 Sherman Jeffrey Scott Officer A-Award A Common Stock 44,603 0.00 44,603
2022-12-05 Harris Melody Officer 0 0.00 0
2022-12-01 Stone Warren Officer A-Award A Stock Option (Right to Buy) 166,113 0.00 166,113
2022-11-21 Stone Warren 0
2022-11-03 Perez David Brian Director A-Award A Stock Option (Right to Buy) 9,730 0.00 9,730
2022-11-01 Dieter Cynthia J Officer A-Award A Common Stock 13,141 0.00 31,721
2022-10-18 Olivo Alicia C Officer D Stock Option (Right to Buy) 55,332 10.05 556.1K
2022-08-15 Smith Christopher M Officer A-Award A Stock Option (Right to Buy) 694,444 0.00 694,444
2022-08-01 Sholehvar David Officer A-Award A Stock Option (Right to Buy) 25,826 0.00 25,826
2022-08-01 Kulkarni Shashikant Officer A-Award A Common Stock 24,704 0.00 65,856
2022-07-07 Kulkarni Shashikant Officer D Common Stock 0 0.00 61,728
2022-06-22 Dieter Cynthia J Officer F-InKind D Common Stock 57 0.00 18,580
2022-06-10 TETRAULT LYNN A. Director A-Award A Common Stock 15,556 0.00 54,667
2022-06-10 Stahler Rachel A Director A-Award A Common Stock 15,556 0.00 21,335
2022-06-10 Kelly Michael Aaron Director A-Award A Stock Option (Right to Buy) 13,882 0.00 13,882
2022-06-10 KANOVSKY STEPHEN M Director A-Award A Common Stock 15,556 0.00 24,754
2022-06-10 HANNAH ALISON L. Director A-Award A Stock Option (Right to Buy) 13,882 8.10 112.4K 13,882
2022-06-10 Daly David Director A-Award A Common Stock 15,556 0.00 17,179
2022-06-10 CROWTHER BRUCE K Director A-Award A Stock Option (Right to Buy) 13,882 8.10 112.4K 13,882
2022-06-01 Sikri Vishal Officer A-Award A Stock Option (Right to Buy) 319,112 0.00 319,112
2022-05-23 Sikri Vishal Officer 0 0.00 0
2022-05-18 TETRAULT LYNN A. Director M-Exempt A Common Stock 3,334 7.27 24.2K 39,111
2022-04-28 Bonello William Officer M-Exempt A Common Stock 5,727 7.52 43.1K 191,548
2022-04-01 Sholehvar David Officer A-Award A Stock Option (Right to Buy) 66,372 0.00 66,372
2022-04-01 Brown Douglas Matthew Officer A-Award A Common Stock 82,305 0.00 158,684
2022-04-01 Bonello William Officer A-Award A Common Stock 82,305 0.00 185,821
2022-03-14 Sholehvar David Officer 0 0.00 0
2022-03-08 Bonello William Officer M-Exempt A Common Stock 5,000 7.52 37.6K 103,516
2022-03-07 Bonello William Officer S-Sale D Common Stock 3,209 18.29 58.7K 98,516
2022-03-02 Dieter Cynthia J Officer F-InKind D Common Stock 137 0.00 18,637
2022-03-02 Bonello William Officer F-InKind D Common Stock 620 0.00 101,725
2022-03-01 Wallar Gina M Officer A-Award A Common Stock 11,677 0.00 33,443
2022-03-01 Mallon Mark Director / Officer A-Award A Stock Option (Right to Buy) 347,777 21.41 7.45M 347,777
2022-03-01 Gilbert Halley E Officer A-Award A Stock Option (Right to Buy) 102,623 21.41 2.20M 102,623
2022-03-01 Dieter Cynthia J Officer A-Award A Common Stock 9,341 0.00 18,774
2022-03-01 CARDOZA GEORGE Officer F-InKind D Common Stock 839 0.00 244,157
2022-03-01 Brown Douglas Matthew Officer F-InKind D Common Stock 867 0.00 76,379
2022-03-01 Bonello William Officer A-Award A Stock Option (Right to Buy) 99,772 0.00 99,772
2022-01-11 McKenzie Kathryn B Officer M-Exempt A Common Stock 2,100 9.07 19.0K 49,361
2021-12-31 Wallar Gina M Officer 0 0.00 0

Executive team

Top executives
EBIT / Employee
-48.4K
Shares Outstanding
26.04M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Tony Zook Director and Chief Executive Officer 601.5K 4.00M 4.00M 513.4K 13.9K 9.13M 87.63%
2 2025 Warren Stone Chief Commercial Officer 630.1K 400.0K 2.25M 1.50M 275.0K 14.0K 5.07M 73.98%
3 2025 Jeffrey Sherman Chief Financial Officer 603.7K 50.0K 2.25M 1.50M 264.0K 14.0K 4.68M 80.10%
4 2025 Christopher Smith Former Director and Former Chief Executive Officer 311.0K 3.35M 155.8K 229.2K 4.05M 82.80%
5 2025 M elody Harris Former Chief Operations Officer and Former President, Oncology Data Solutions 269.2K 152.3K 1.67M 912.8K 691.4K 3.69M 69.86%
6 2025 Alicia Olivo Executive Vice President, General Counsel and Business Development 522.5K 75.0K 1.50M 749.8K 196.0K 6.7K 3.05M 73.77%
7 2025 Gary Passman Chief Culture Officer 448.0K 75.0K 1.12M 624.9K 164.0K 6.4K 2.44M 71.62%
8 2024 Christopher Smith Former Director and Former Chief Executive Officer 1.04M 5.87M 2.83M 1.59M 13.8K 11.34M 76.71%
9 2024 Christopher M. Smith Director and Chief Executive Officer 1.04M 5.87M 2.83M 1.59M 13.8K 11.34M 76.71%
10 2024 Jeffrey S. Sherman Chief Financial Officer 540.3K 1.59M 764.5K 575.2K 13.8K 3.48M 67.57%
11 2024 Jeffrey Sherman Chief Financial Officer 540.3K 1.59M 764.5K 575.2K 13.8K 3.48M 67.57%
12 2024 Warren Stone Chief Commercial Officer 562.5K 1.38M 665.3K 561.7K 13.8K 3.18M 64.26%
13 2024 Warren C. Stone Chief Commercial Officer 562.5K 1.38M 665.3K 561.7K 13.8K 3.18M 64.26%
14 2024 Melody Harris Chief Operations Officer and President, Oncology Data Solutions 560.0K 1.21M 582.4K 510.6K 13.8K 2.88M 62.29%
15 2024 M elody Harris Former Chief Operations Officer and Former President, Oncology Data Solutions 560.0K 1.21M 582.4K 510.6K 13.8K 2.88M 62.29%
16 2024 Vishal Sikri President, Advanced Diagnostics 246.2K 941.9K 457.4K 636.9K 2.28M 61.31%
17 2024 Alicia C. Olivo Executive Vice President, General Counsel and Business Development 512.7K 863.4K 415.3K 431.8K 13.8K 2.24M 57.16%
18 2024 Alicia Olivo Executive Vice President, General Counsel and Business Development 512.7K 863.4K 415.3K 431.8K 13.8K 2.24M 57.16%
19 2023 Christopher M. Smith Director and Chief Executive Officer 1.00M 5.99M 2.82M 1.85M 12.3K 11.67M 75.46%
20 2023 Christopher Smith Former Director and Former Chief Executive Officer 1.00M 5.99M 2.82M 1.85M 12.3K 11.67M 75.46%
21 2023 Christopher Smith Director and Chief Executive Officer 1.00M 5.99M 2.82M 1.85M 12.3K 11.67M 75.46%
22 2023 Melody Harris Chief Operations Officer and President, Oncology Data Solutions 525.0K 1.88M 1.41M 532.7K 342.6K 4.69M 70.17%
23 2023 Melody Harris President, Enterprise Operations 525.0K 1.88M 1.41M 532.7K 342.6K 4.69M 70.17%
24 2023 M elody Harris Former Chief Operations Officer and Former President, Oncology Data Solutions 525.0K 1.88M 1.41M 532.7K 342.6K 4.69M 70.17%
25 2023 Jeffrey S. Sherman Chief Financial Officer 525.0K 1.62M 762.2K 627.0K 13.2K 3.55M 67.15%
26 2023 Jeffrey Sherman Chief Financial Officer 525.0K 1.62M 762.2K 627.0K 13.2K 3.55M 67.15%
27 2023 Warren C. Stone Chief Commercial Officer 525.0K 1.03M 563.4K 546.8K 343.7K 3.01M 52.96%
28 2023 Warren Stone Chief Commercial Officer 525.0K 1.03M 563.4K 546.8K 343.7K 3.01M 52.96%
29 2023 Warren Stone President, Clinical Services 525.0K 1.03M 563.4K 546.8K 343.7K 3.01M 52.96%
30 2023 Vishal Sikri President, Advanced Diagnostics 528.6K 880.4K 414.3K 535.3K 13.2K 2.37M 54.59%
31 2022 Christopher M. Smith Director and Chief Executive Officer 346.2K 7.60M 4.25M 455.4K 2.15M 14.80M 80.08%
32 2022 Christopher Smith Director and Chief Executive Officer 346.2K 7.60M 4.25M 455.4K 2.15M 14.80M 80.08%
33 2022 Mark Mallon Former Director and Former Chief Executive Officer 171.3K 3.66M 2.29M 1.58M 7.70M 77.28%
34 2022 Vishal Sikri President, Advanced Diagnostics 294.2K 500.0K 1.25M 1.25M 255.0K 12.8K 3.56M 70.19%
35 2022 Jeffrey S. Sherman Chief Financial Officer 16.2K 250.0K 1.50M 1.50M 3.27M 91.85%
36 2022 Jeffrey Sherman Chief Financial Officer 16.2K 250.0K 1.50M 1.50M 3.27M 91.85%
37 2022 Dr. Shashikant Kulkarni Chief Scientific Officer and Executive Vice President of Research & Development 354.8K 100.0K 1.00M 1.00M 187.4K 27.0K 2.67M 74.93%
38 2022 Warren Stone President, Clinical Services 40.4K 350.0K 1.00M 1.00M 2.39M 83.67%
39 2022 Warren C. Stone Chief Commercial Officer 40.4K 350.0K 1.00M 1.00M 2.39M 83.67%
40 2022 Lynn Tetrault Former Interim Chief Executive Officer and Current Chair of the Board of Directors 391.2K 126.0K 54.0K 1.50M 2.07M 8.69%
41 2022 William Bonello Former Chief Financial Officer 462.1K 330.8K 77.0K 682.5K 1.55M 26.27%
42 2021 Mark W. Mallon Director and Chief Executive Officer 488.0K 7.75M 2.75M 407.9K 84.0K 11.48M 91.46%
43 2021 Mark Mallon Former Director and Former Chief Executive Officer 488.0K 7.75M 2.75M 84.0K 11.07M 94.83%
44 2021 Douglas M. VanOort Former Chair of the Board and Former Chief Executive Officer 649.3K 1.67M 4.91M 7.23M 91.02%
45 2021 Halley E. Gilbert Chief Legal Officer and Corporate Secretary 160.9K 100.0K 4.00M 1.00M 84.5K 100.0K 5.45M 91.82%
46 2021 George A. Cardoza President and Chief Operating Officer, Laboratory Operations, Clinical Services 447.5K 100.0K 2.66M 1.34M 242.6K 10.4K 4.80M 83.32%
47 2021 Dr. Clive D. Morris President, Inivata 299.4K 100.0K 1.47M 933.3K 296.9K 30.2K 3.13M 76.76%
48 2021 Kathryn B. McKenzie Chief Financial Officer 415.4K 200.0K 1.33M 670.0K 166.5K 11.6K 2.79M 71.60%
49 2020 Douglas M. VanOort Chairman of the Board & Chief Executive Officer 669.0K 990.0K 2.01M 450.0K 3.0K 4.12M 72.78%
50 2020 Douglas M. VanOort Former Chair of the Board and Former Chief Executive Officer 669.0K 990.0K 2.01M 450.0K 4.12M 72.83%
51 2020 Robert J. Shovlin President of Clinical Services 404.8K 247.5K 502.0K 140.0K 3.0K 1.30M 57.77%
52 2020 Dr. Lawrence M. Weiss Chief Medical Officer 600.0K 165.0K 335.0K 185.0K 1.29M 38.91%
53 2020 Douglas M. Brown Chief Strategy and Corporate Development Officer 346.2K 198.0K 402.0K 200.0K 100.0K 1.25M 48.15%
54 2020 George A. Cardoza President and Chief Operating Officer, Laboratory Operations, Clinical Services 384.6K 214.5K 435.5K 155.0K 1.19M 54.64%
55 2020 Kathryn B. McKenzie Chief Financial Officer 359.6K 165.0K 335.0K 175.0K 1.03M 48.33%
56 2019 Douglas M. VanOort Chairman of the Board & Chief Executive Officer 665.0K 742.5K 1.34M 900.0K 3.0K 3.65M 57.03%
57 2019 Douglas M. VanOort Former Chair of the Board and Former Chief Executive Officer 665.0K 742.5K 1.34M 900.0K 3.65M 57.07%
58 2019 Robert J. Shovlin President of Clinical Services 400.0K 214.5K 386.6K 280.0K 3.0K 1.28M 46.81%
59 2019 Lawrence M. Weiss Chief Medical Officer 600.0K 115.5K 208.2K 260.0K 1.18M 27.34%
60 2019 Dr. Lawrence M. Weiss Chief Medical Officer 600.0K 115.5K 208.2K 260.0K 1.18M 27.34%
61 2019 George A. Cardoza President and Chief Operating Officer, Laboratory Operations, Clinical Services 380.0K 165.0K 297.4K 265.0K 1.11M 41.75%
62 2019 George A. Cardoza President of Pharma Services 380.0K 165.0K 297.4K 265.0K 1.11M 41.75%
63 2019 Sharon A. Virag Chief Financial Officer 257.7K 214.5K 386.6K 182.8K 1.04M 57.71%
64 2019 Kathryn B. McKenzie Chief Financial Officer 250.0K 44.6K 80.3K 150.0K 524.8K 23.79%
65 2019 Kathryn B. McKenzie Vice President and Chief Accounting Officer (Principal Financial Officer) 250.0K 44.6K 80.3K 150.0K 524.8K 23.79%
66 2018 Douglas M. VanOort Chairman of the Board & Chief Executive Officer 641.9K 650.0K 1.28M 774.0K 3.0K 3.35M 57.61%
67 2018 Douglas M. VanOort Chief Executive Officer & Chairman of the Board 641.9K 650.0K 1.28M 774.0K 3.0K 3.35M 57.61%
68 2018 Robert J. Shovlin President of Clinical Services 375.4K 737.6K 212.8K 3.0K 1.33M 55.51%
69 2018 Sharon A. Virag Chief Financial Officer 298.5K 120.0K 485.1K 190.0K 1.09M 44.36%
70 2018 George A. Cardoza President of Pharma Services 370.0K 492.2K 194.4K 1.06M 46.58%
71 2018 Dr. Lawrence M. Weiss Chief Medical Officer 571.5K 100.0K 152.1K 32.3K 855.9K 17.77%
72 2018 Lawrence M. Weiss Chief Medical Officer 571.5K 100.0K 152.1K 32.3K 855.9K 17.77%
73 2018 Lawrence M. Weiss Chief Scientific Officer 571.5K 100.0K 152.1K 32.3K 855.9K 17.77%
74 2018 William B. Bonello Chief Strategy and Corp Development Officer Director, Investor Relations 337.7K 308.1K 174.4K 820.1K 37.56%
75 2017 Douglas M. VanOort Chairman of the Board & Chief Executive Officer 616.3K 1.43M 1.23M 200.0K 3.0K 3.48M 76.48%
76 2017 Douglas M. VanOort Chief Executive Officer & Chairman of the Board 616.3K 1.43M 1.23M 200.0K 3.0K 3.48M 76.48%
77 2017 Maher Albitar, MD Chief Medical Officer 145.4K 492.7K 106.6K 600.0K 1.34M 47.45%
78 2017 Robert J. Shovlin President of Clinical Services 350.0K 363.5K 492.7K 95.0K 3.0K 1.30M 65.65%
79 2017 George A. Cardoza President of Pharma Services 352.7K 181.8K 492.7K 80.0K 1.11M 60.92%
80 2017 George A. Cardoza Chief Financial Officer 352.7K 181.8K 492.7K 80.0K 1.11M 60.92%
81 2017 Steven G. Brodie, PHD Vice President of Operations 335.0K 123.2K 47.5K 505.7K 24.36%
82 2016 Douglas M. VanOort Chief Executive Officer and Chairman of the Board 600.0K 1.18M 311.0K 26.1K 2.12M 55.78%
83 2016 Douglas M. VanOort Chief Executive Officer & Chairman of the Board 600.0K 1.18M 311.0K 26.1K 2.12M 55.78%
84 2016 Dr. Maher Albitar Chief Medical Officer 500.3K 195.7K 571.9K 1.27M 39.46%
85 2016 Maher Albitar, MD Chief Medical Officer 500.3K 195.7K 571.9K 1.27M 39.46%
86 2016 Robert J. Shovlin President of Clinical Services 336.0K 500.3K 115.0K 9.7K 961.0K 52.06%
87 2016 George A. Cardoza Chief Financial Officer 293.1K 500.3K 120.0K 913.4K 54.77%
88 2016 George A. Cardoza President of Pharma Services 293.1K 500.3K 120.0K 913.4K 54.77%
89 2016 Steven G. Brodie, PHD Vice President of Operations 313.7K 250.1K 45.0K 12.9K 621.7K 40.24%
90 2016 Steven G. Brodie Vice President Of Operations 313.7K 250.1K 45.0K 12.9K 621.7K 40.24%
91 2015 Dr. Maher Albitar Chief Medical Officer 1.18M 150.0K 460.0K 1.79M 65.99%
92 2015 Maher Albitar, MD Chief Medical Officer 1.18M 150.0K 460.0K 1.79M 65.99%
93 2015 Steven C. Jones Executive Vice President, Finance 500.0K 866.2K 78.9K 261.8K 1.71M 50.75%
94 2015 Douglas M. VanOort Chief Executive Officer and Chairman of the Board 475.0K 600.0K 206.4K 1.4K 1.28M 0.00%
95 2015 Douglas M. VanOort Chief Executive Officer & Chairman of the Board 475.0K 600.0K 206.4K 1.4K 1.28M 0.00%
96 2015 George A. Cardoza Chief Financial Officer 270.0K 100.0K 359.7K 80.9K 810.7K 44.38%
97 2015 Steven G. Brodie, PHD Vice President of Operations 305.7K 215.8K 51.4K 573.0K 37.67%
98 2015 Steven G. Brodie Vice President Of Operations 305.7K 215.8K 51.4K 573.0K 37.67%
99 2015 Steven A. Ross Chief Information Officer 256.8K 179.9K 70.0K 1.4K 508.0K 35.41%
100 2015 Robert J. Shovlin President of Clinical Services 331.3K 100.0K 9.8K 441.1K 0.00%
101 2015 Robert J. Shovlin Chief Growth Officer 331.3K 100.0K 9.8K 441.1K 0.00%
102 2014 Douglas M. VanOort Chief Executive Officer and Chairman of the Board 441.3K 381.3K 305.2K 1.13M 33.81%
103 2014 Dr. Maher Albitar Chief Medical Officer 75.6K 141.3K 453.1K 670.0K 11.29%
104 2014 Robert J. Shovlin Chief Growth Officer 68.8K 502.9K 21.5K 593.1K 84.79%
105 2014 Robert J. Shovlin President of Clinical Services 68.8K 502.9K 21.5K 593.1K 84.79%
106 2014 Steven C. Jones Executive Vice President, Finance 100.0K 77.5K 257.5K 435.0K 0.00%
107 2014 George A. Cardoza Chief Financial Officer 266.5K 34.6K 84.3K 385.4K 8.98%
108 2014 Steven G. Brodie Vice President Of Operations 276.0K 23.1K 40.6K 339.6K 6.79%
109 2014 Steven A. Ross Chief Information Officer 254.3K 74.4K 328.7K 0.00%
110 2014 Robert J. Shovlin Chief Operating Officer 68.8K 20.0K 59.9K 1.5K 150.1K 39.90%
111 2013 Douglas M. VanOort Chief Executive Officer and Chairman of the Board 425.0K 139.4K 564.4K 0.00%
112 2013 Dr. Maher Albitar Chief Medical Officer 100.1K 435.4K 535.5K 0.00%
113 2013 Steven A. Ross Chief Information Officer 156.9K 192.3K 32.6K 24.8K 406.6K 47.28%
114 2013 Robert P. Gasparini Chief Scientific Officer 286.6K 45.0K 4.9K 336.5K 0.00%
115 2013 Steven C. Jones Executive Vice President, Finance 25.0K 51.9K 250.0K 326.9K 0.00%
116 2013 George A. Cardoza Chief Financial Officer 245.5K 64.3K 309.8K 0.00%
117 2012 Douglas M. VanOort Chief Executive Officer and Chairman of the Board 410.0K 203.0K 235.5K 848.5K 27.75%
118 2012 Dr. Maher Albitar Chief Medical Officer 98.8K 286.3K 405.0K 790.1K 36.24%
119 2012 Robert P. Gasparini Chief Scientific Officer 282.4K 69.5K 351.9K 0.00%
120 2012 George A. Cardoza Chief Financial Officer 233.9K 65.0K 34.9K 333.8K 10.46%
121 2012 Steven C. Jones Executive Vice President, Finance 80.0K 207.5K 287.5K 0.00%
122 2011 Douglas M. VanOort Chief Executive Officer and Chairman of the Board 325.0K 175.0K 86.3K 586.3K 14.72%
123 2011 George A. Cardoza Chief Financial Officer 221.4K 65.0K 56.1K 342.6K 16.39%
124 2011 Robert P. Gasparini Chief Scientific Officer 258.3K 57.7K 21.7K 337.7K 6.42%
125 2011 Steven C. Jones Executive Vice President, Finance 55.0K 239.2K 294.2K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-06 DEFA14A
2026-04-06 DEF 14A
2025-04-23 DEFA14A
2025-04-08 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-06-11 4
2026-06-03 4
2026-06-03 4
2026-06-03 4
2026-06-03 4
2026-06-03 4
2026-06-03 4
2026-06-03 4
2026-06-03 4
2026-05-22 8-K

Executive team

NameTitleCompensationGender
Anthony Zook Chief Executive Officer & Director 1M male
Warren Stone President & Chief Operating Officer 1M male
Alicia Olivo Executive Vice President of Business Development, General Counsel & Corporate Secretary 800.2K female
Gary Passman Chief People & Culture Officer 693.3K male
Elizabeth A. Floegel Chief Digital & Information Officer 38.6K female
Abhishek Jain Executive VP & CFO male
Gregory D. Aunan Senior Vice President & Chief Accounting Officer male
Kareem Saad Head of Strategy, Business Development & Transformation male
Kendra Sweeney Vice President of Investor Relations & Communications female
Clarence Cooper Vice President of Compliance & Privacy male
ESG Rating
B
MEDICAL - DIAGNOSTICS & RESEARCH
2020
E (Environmental)
68.7 / 61.3
Company / Sector avg.
S (Social)
71.8 / 65.4
Company / Sector avg.
G (Governance)
68.2 / 64.9
Company / Sector avg.
ESG Total
69.6 / 63.8
Company / Sector avg.
ESG Score History MEDICAL - DIAGNOSTICS & RESEARCH
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-05-07 2025-06-06 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2021-12-30 2022-01-08 Deborah K. Ross NC02 Spouse Purchase $15,001 - $50,000
2021-11-09 2021-11-14 Bob Gibbs OH07 Sale (Full) $1,001 - $15,000
2020-03-02 2020-04-23 Dwight Evans Pa03 Self Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
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Dividend history

Earnings history

Earnings reports

Stock splits