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NeuroOne Medical Technologies Corporation (NMTC)

USD2.53 +0.10 (+4.12%)
US NASDAQ Healthcare Medical - Devices
Address 7599 Anagram Drive 55344
Eden Prairie, MN, US
CEO David A. Rosa
Website n1mtc.com
IPO 2018-03-15
CIK 1500198 ISIN US64130M3088

Explore sections of this company profile

Description

NeuroOne Medical Technologies Corporation functions as a specialized medical technology enterprise. Its core mission involves the invention and market deployment of sophisticated thin-film electrode systems. These systems are crafted for diverse neurophysiological applications, such as the continuous recording of electroencephalograms (cEEG) and stereoelectroencephalograms (sEEG), as well as therapeutic interventions including spinal cord stimulation, brain stimulation, and ablation procedures. The technology aims to assist individuals afflicted by conditions like epilepsy, Parkinson's disease, dystonia, essential tremors, persistent pain arising from unsuccessful back surgeries, and a variety of other neurological disorders. Furthermore, the company has forged a crucial partnership with RBC Medical Innovations to engineer a radio frequency ablation generator. This generator is designed to integrate seamlessly with NeuroOne's unique dual-function electrode, allowing for both the precise monitoring of brain electrical activity and the targeted ablation of brain tissue using a singular instrument. The corporate headquarters are situated in Eden Prairie, Minnesota.

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
USD2.53 +0.10 (+4.12%)
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Volume Profile
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Liquidity & share structure
Average Volume
39.1K
Beta
0.51
Float Shares
7.64M
Free Float %
90.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+2.73% -1.31% +0.22% -7.58% +10.81% -0.88% +16.84% -47.44% -88.35% -93.77% -93.77%
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

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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 (3 ratings, all time) Buy
Price Targets & DCF
Current price
2.53
Low 3.00 +18.6%
Consensus 3.00 +18.6%
Median 3.00 +18.6%
High 3.00 +18.6%
Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 2 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month — —
Last Quarter — —
Last Year 1
3.00
+18.6%
All Time 1
3.00
+18.6%
Quality scores
Altman Z-Score
-5.99
Distress
Piotroski F-Score
2 / 9
Weak
MOAT Score
2 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • ✓
    Revenue growth Medical - Devices: +11.2%
    +250.4% ★ Q1'26: +72.5% (vs Q1'25)
  • ✗
    EPS growth Medical - Devices: +28.5%
    +80.4% ★ Q1'26: +42.9% (vs Q1'25)
  • ✗
    FCF margin FCF growth · Medical - Devices: +30.9%
    -31.9% Q1'26: -57.2% (vs Q1'25)
  • ✗
    EBIT margin Medical - Devices: +6.2%
    -27.0% Q1'26: -87.9% (vs Q1'25)
  • ✗
    ROIC Medical - Devices: +3.3%
    -425.4% Q1'26: -315.7% (vs Q1'25)
  • ✗
    Share dilution Medical - Devices: 0.0%
    +50.0% Q1'26: +65.0% (vs Q1'25)
  • ✗
    Debt / EBITDA Net debt/EBITDA · Medical - Devices: -0.35×
    -0.09× Q1'26: -0.01× (vs Q1'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
▶ WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.58) × ERP
WACC = 99% × Ke + 1% × Kd (125.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
—
Current price: 2.53
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 Sep 2021
actual 		Sep 2022
actual 		Sep 2023
actual 		Sep 2024
actual 		Sep 2025
actual 		Sep 2026
3 Rev. Ana.
2 EPS Ana. 		Sep 2027
3 Rev. Ana.
2 EPS Ana. 		Sep 2028
2 Rev. Ana.
2 EPS Ana. 		Sep 2029
1 Rev. Ana.
1 EPS Ana. 		Sep 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
178.1K
est: 200.0K (-10.9%)
171.2K
est: 1.90M (-91.0%)
1.95M
est: 2.82M (-30.7%)
3.45M
est: 5.50M (-37.2%)
12.10M
est: 8.90M (+36.0%)
11.51M
10.55M – 12.29M
+29.3% YoY
15.17M
12.65M – 17.30M
+31.9% YoY
22.69M
19.74M – 25.17M
+49.6% YoY
28.71M
24.97M – 31.83M
+26.5% YoY
34.84M
30.30M – 38.64M
+21.4% YoY
EBITDA
-9.80M
est: -200.0K (-4,799.0%)
-9.91M
est: -1.90M (-421.7%)
-11.76M
est: -2.39M (-391.4%)
-11.84M
est: -4.67M (-153.4%)
-3.01M
est: -7.56M (+60.2%)
-9.78M
-10.44M – -8.96M
-29.3% YoY
-12.89M
-14.70M – -10.75M
-31.9% YoY
-19.28M
-21.38M – -16.77M
-49.6% YoY
-24.40M
-27.05M – -21.21M
-26.5% YoY
-29.61M
-32.83M – -25.75M
-21.4% YoY
EBIT
-9.95M
est: -200.0K (-4,872.6%)
-10.03M
est: -1.90M (-427.9%)
-11.96M
est: -2.40M (-397.2%)
-12.09M
est: -4.70M (-157.4%)
-3.27M
est: -7.60M (+57.0%)
-9.83M
-10.50M – -9.01M
-29.3% YoY
-12.96M
-14.77M – -10.81M
-31.9% YoY
-19.38M
-21.49M – -16.86M
-49.6% YoY
-24.52M
-27.19M – -21.32M
-26.5% YoY
-29.76M
-33.00M – -25.88M
-21.4% YoY
Net Income
-9.95M
est: -41.96M (+76.3%)
-10.00M
est: -26.10M (+61.7%)
-11.86M
est: -26.96M (+56.0%)
-12.32M
est: -16.23M (+24.1%)
-3.61M
est: -4.55M (+20.8%)
-4.87M
-5.64M – -4.10M
-7.0% YoY
-3.21M
-3.72M – -2.71M
+34.1% YoY
-200.0K
-2.11M – 1.64M
+93.8% YoY
2.61M
2.17M – 2.98M
+1,405.0% YoY
4.28M
3.56M – 4.89M
+64.1% YoY
SGA
6.26M
est: 3.37M (+85.8%)
6.98M
est: 32.00M (-78.2%)
6.93M
est: 46.38M (-85.1%)
7.90M
est: 90.60M (-91.3%)
7.38M
est: 146.58M (-95.0%)
189.57M
173.77M – 202.47M
+29.3% YoY
249.95M
208.44M – 284.90M
+31.9% YoY
373.83M
325.09M – 414.53M
+49.6% YoY
472.91M
411.24M – 524.39M
+26.5% YoY
573.95M
499.11M – 636.44M
+21.4% YoY
EPS
-5.58
est: -1.05 (-434.0%)
-3.78
est: -0.65 (-481.5%)
-3.90
est: -0.67 (-480.8%)
-2.76
est: -2.46 (-12.2%)
-0.54
est: -0.69 (+21.7%)
-0.74
-0.84 – -0.61
-7.0% YoY
-0.49
-0.56 – -0.40
+34.1% YoY
-0.04
-0.32 – 0.25
+92.8% YoY
0.39
0.32 – 0.45
+1,214.3% YoY
0.64
0.53 – 0.73
+64.1% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-05-08 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-05-07 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-05-06 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-05-05 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-05-04 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-05-01 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-04-30 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-04-29 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-04-28 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-04-27 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-24 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-23 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-22 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-21 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-20 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-17 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-16 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-5.74M
OE per share TTM
-0.73
Owner's Yield
-15.82%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
17.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
11
Total invested
1.45M
Insider transactions (90d)
0
Beneficial owners (>5%)
15
Beneficial owners (>5%)
# Reporting person ⇅ Amount owned ⇅ % of class ⇅ Sole voting ⇅ Shared voting ⇅ Sole dispositive ⇅ Shared dispositive ⇅ Type Citizenship Filing date ⇅ SEC filing
1 Manchester Explorer, L.P. 4.00M 11.20% 493.0K 3.55M 493.0K 4.99M PN United States of America 2021-01-21 ↗
2 Amer Samad 3.52M 69.30% 3.52M — 3.52M — IN U.S. 2017-07-13 ↗
3 Wade Fredrickson 2.84M 36.10% 2.84M — 2.84M 10.00 IN United States 2017-07-28 ↗
4 Mark Christianson 1.42M 18.10% 1.42M — 1.42M — IN United States 2017-07-26 ↗
5 Laurence W. Lytton 1.30M 11.00% 1.30M — 1.30M — IN USA 2024-01-11 ↗
6 Daniel Mack 1.21M 5.10% — 1.21M — — HC USA 2024-02-14 ↗
7 Nantahala Capital Management, LLC 1.21M 5.10% — 1.21M — — IA MA 2024-02-14 ↗
8 Wilmot B. Harkey 1.21M 5.10% — 1.21M — — HC USA 2024-02-14 ↗
9 2. 860.0K 10.90% 860.0K — 860.0K — OO State of Minnesota 2018-12-21 ↗
10 David A. Rosa 793.8K 10.10% 793.8K — 793.8K 10.00 IN United States 2017-07-26 ↗
11 Chromium 24 LLC 790.5K 15.58% 790.5K — 790.5K — OO U.S. 2017-07-13 ↗
12 Assure Fund Management II, LLC 683.9K 6.80% — — — — OO Delaware 2019-01-15 ↗
13 FundRx NeuroOne Fund, a series of FundRx Master Fund I, LLC 683.9K 6.80% 683.9K — 683.9K — OO Delaware 2019-01-15 ↗
14 Jeremy Neilson 683.9K 6.80% — — — — IN Delaware 2019-01-15 ↗
15 Lifestyle Healthcare LLC 542.6K 10.70% 542.6K — 542.6K — OO U.S. 2017-07-13 ↗

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
11
-28 vs prev Q
New positions
3
Closed positions
29
Increased
3
Reduced
1
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
# Investor ⇅ Shares / Δ ⇅ Mkt value / Δ ⇅ Own% / Δ ⇅ Weight% / Δ ⇅ Avg px / Perf. ⇅ Hold / Status ⇅
1 BLEICHROEDER LP 4.00M +— (+0.0%) 3.03M -522.4K (-14.7%) 7.95% -0.282 pp 0.53% -0.159 pp USD0.68 +11.8% 3 qtrs —
2 BARD ASSOCIATES INC 1.85M -4.0K (-0.2%) 1.40M -244.8K (-14.9%) 3.67% -0.139 pp 0.36% -0.077 pp USD0.68 +11.8% 3 qtrs —
3 VANGUARD GROUP INC 1.58M +— (+0.0%) 1.20M -206.8K (-14.7%) 3.14% -0.111 pp 0.00% +0.000 pp USD1.29 -41.1% 17 qtrs —
4 PERKINS CAPITAL MANAGEMENT INC 1.47M +5.0K (+0.3%) 1.12M -187.9K (-14.4%) 3.67% +0.648 pp 0.89% -0.263 pp USD0.68 +11.8% 3 qtrs —
5 SIO CAPITAL MANAGEMENT, LLC 1.14M -1.2M (-51.7%) 864.2K -1.2M (-58.8%) 2.27% -2.592 pp 0.14% -0.395 pp USD0.68 +11.8% 3 qtrs —
6 RENAISSANCE TECHNOLOGIES LLC 763.0K +70.4K (+10.2%) 578.4K -37.1K (-6.0%) 1.52% +0.091 pp 0.00% +0.000 pp USD0.75 +1.3% 3 qtrs —
7 GEODE CAPITAL MANAGEMENT, LLC 504.5K +7.7K (+1.5%) 382.5K -59.1K (-13.4%) 1.00% -0.020 pp 0.00% +0.000 pp USD1.05 -27.6% 16 qtrs —
8 ESSEX INVESTMENT MANAGEMENT CO LLC 188.4K +188.4K (+100.0%) 142.8K +142.8K (+100.0%) 0.37% +0.374 pp 0.02% +0.022 pp USD0.76 +0.0% 1 qtrs NEW
9 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 171.0K +50.0K (+41.3%) 130.0K +22.0K (+20.4%) 0.43% +0.177 pp 0.00% +0.000 pp USD0.83 -8.4% 4 qtrs —
10 NORTHERN TRUST CORP 112.1K +— (+0.0%) 85.0K -14.6K (-14.7%) 0.28% +0.049 pp 0.00% +0.000 pp USD1.10 -30.9% 17 qtrs —
11 XTX TOPCO LTD 85.5K +65.2K (+321.1%) 64.8K +46.7K (+259.2%) 0.17% +0.128 pp 0.00% +0.001 pp USD0.74 +2.7% 6 qtrs —
12 JANE STREET GROUP, LLC 62.3K -46.0K (-42.5%) 47.2K -49.0K (-50.9%) 0.16% -0.068 pp 0.00% +0.000 pp USD0.89 -14.6% 2 qtrs —
13 STATE STREET CORP 59.5K +— (+0.0%) 45.1K -7.8K (-14.7%) 0.12% -0.004 pp 0.00% +0.000 pp USD1.37 -44.5% 14 qtrs —
14 MAI CAPITAL MANAGEMENT 50.0K +— (+0.0%) 37.9K -6.5K (-14.7%) 0.12% +0.022 pp 0.00% 0.000 pp USD1.69 -55.0% 14 qtrs —
15 BLAIR WILLIAM & CO/IL 48.1K -7.5K (-13.5%) 36.4K -12.9K (-26.2%) 0.10% -0.019 pp 0.00% +0.000 pp USD0.99 -23.2% 6 qtrs —
16 SQUAREPOINT OPS LLC 48.0K +48.0K (+100.0%) 36.4K +36.4K (+100.0%) 0.12% +0.120 pp 0.00% +0.000 pp USD0.76 +0.0% 1 qtrs NEW
17 LEGATO CAPITAL MANAGEMENT LLC 44.3K +44.3K (+100.0%) 33.6K +33.6K (+100.0%) 0.11% +0.110 pp 0.00% +0.003 pp USD0.76 +0.0% 1 qtrs NEW
18 CITADEL ADVISORS LLC 44.3K -162.0K (-78.5%) 33.6K -149.7K (-81.7%) 0.09% -0.336 pp 0.00% +0.000 pp USD0.82 -7.3% 5 qtrs —
19 J.W. COLE ADVISORS, INC. 36.0K -1.1K (-3.0%) 27.3K -5.7K (-17.3%) 0.09% +0.013 pp 0.00% +0.000 pp USD0.85 -10.6% 4 qtrs —
20 FOCUS FINANCIAL NETWORK, INC. 34.7K +— (+0.0%) 26.3K -4.5K (-14.7%) 0.09% +0.015 pp 0.00% 0.000 pp USD0.89 -14.6% 2 qtrs —
21 ACADIAN ASSET MANAGEMENT LLC 28.1K +28.1K (+100.0%) 21.0K +21.0K (+100.0%) 0.07% +0.070 pp 0.00% +0.000 pp USD0.76 +0.0% 1 qtrs NEW
22 GOLDMAN SACHS GROUP INC 26.8K +26.8K (+100.0%) 20.3K +20.3K (+100.0%) 0.07% +0.067 pp 0.00% +0.000 pp USD0.76 +0.0% 1 qtrs NEW
23 MORGAN STANLEY 26.0K +13.5K (+108.1%) 19.7K +8.6K (+77.5%) 0.05% +0.026 pp 0.00% +0.000 pp USD0.79 -3.8% 4 qtrs —
24 UNITED COMMUNITY BANK 20.0K +20.0K (+100.0%) 15.2K +15.2K (+100.0%) 0.05% +0.050 pp 0.01% +0.006 pp USD0.76 +0.0% 1 qtrs NEW
25 PRINCETON GLOBAL ASSET MANAGEMENT LLC 16.8K +— (+0.0%) 12.8K -2.2K (-14.7%) 0.04% +0.007 pp 0.00% 0.000 pp USD1.61 -52.8% 12 qtrs —
26 LPL FINANCIAL LLC 10.9K +— (+0.0%) 8.3K -1.4K (-14.7%) 0.03% +0.005 pp 0.00% +0.000 pp USD0.89 -14.6% 2 qtrs —
27 MARINER, LLC 10.4K +10.4K (+100.0%) 7.9K +7.9K (+100.0%) 0.03% +0.026 pp 0.00% +0.000 pp USD0.76 +0.0% 3 qtrs —
28 AQR CAPITAL MANAGEMENT LLC 10.4K -14.0 (-0.1%) 7.9K -1.4K (-14.8%) 0.03% +0.005 pp 0.00% +0.000 pp USD0.68 +11.8% 3 qtrs —
29 TOWER RESEARCH CAPITAL LLC (TRC) 4.6K +873.0 (+23.1%) 3.5K +168.0 (+5.0%) 0.01% +0.004 pp 0.00% +0.000 pp USD0.69 +10.1% 18 qtrs —
30 JESSUP WEALTH MANAGEMENT, INC 2.8K +2.8K (+100.0%) 2.2K +2.2K (+100.0%) 0.01% +0.007 pp 0.00% +0.001 pp USD0.76 +0.0% 1 qtrs NEW
31 UBS GROUP AG 1.9K +163.0 (+9.3%) 1.5K -107.0 (-6.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD0.88 -13.6% 15 qtrs —
32 WELLS FARGO & COMPANY/MN 1.0K -333.0 (-25.0%) 758.00 -427.0 (-36.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD0.88 -13.6% 13 qtrs —
33 BANK OF AMERICA CORP /DE/ 463.00 +17.0 (+3.8%) 351.00 -45.0 (-11.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD0.81 -6.2% 10 qtrs —
34 ADVISOR GROUP HOLDINGS, INC. 350.00 -909.0 (-72.2%) 266.00 -690.0 (-72.2%) 0.00% -0.002 pp 0.00% +0.000 pp USD0.99 -23.2% 12 qtrs —
35 QUENT CAPITAL, LLC 40.00 +— (+0.0%) 30.00 -6.0 (-16.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD0.88 -13.6% 2 qtrs —
36 SBI SECURITIES CO., LTD. 20.00 +— (+0.0%) 15.00 -3.0 (-16.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD0.65 +16.9% 3 qtrs —
37 VERMILLION WEALTH MANAGEMENT, INC. 3.00 +— (+0.0%) 2.00 -1.0 (-33.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD0.67 +13.4% 5 qtrs —
38 SIMPLEX TRADING, LLC — -13.4K (-100.0%) — -11.0K (-100.0%) 0.00% -0.028 pp 0.00% +0.000 pp USD— 2 qtrs SOLD
39 TWO SIGMA SECURITIES, LLC — -12.4K (-100.0%) — -11.0K (-100.0%) 0.00% -0.025 pp 0.00% -0.002 pp USD— 2 qtrs SOLD
40 VIRTU FINANCIAL LLC — -99.2K (-100.0%) — -88.0K (-100.0%) 0.00% -0.204 pp 0.00% -0.005 pp USD— 2 qtrs SOLD
41 AWM INVESTMENT COMPANY, INC. — -916.7K (-100.0%) — -814.6K (-100.0%) 0.00% -1.886 pp 0.00% -0.076 pp USD— 2 qtrs SOLD
42 SUSQUEHANNA INTERNATIONAL GROUP, LLP — -53.2K (-100.0%) — -47.3K (-100.0%) 0.00% -0.109 pp 0.00% +0.000 pp USD— 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 12 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.00% 68.1K 0.60%
2 Vanguard Extended Market ETF VXF 0.00% 312.7K 0.05%
3 Vanguard U.S. Total Market Shares Index ETF VTS.AX 0.00% 1.9K 0.03%
4 Vanguard U.S. Total Market Index ETF VUN.TO 0.00% 5.3K 0.17%
5 Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO 0.00% 389.03 0.17%
6 Vanguard Total Stock Market ETF VTI 0.00% 900.0K 0.03%
7 Vanguard All-Equity ETF Portfolio VEQT.TO 0.00% 2.0K 0.22%
8 Vanguard Growth ETF Portfolio VGRO.TO 0.00% 1.1K 0.22%
9 Vanguard Balanced ETF Portfolio VBAL.TO 0.00% 433.93 0.22%
10 Vanguard Conservative ETF Portfolio VCNS.TO 0.00% 47.83 0.22%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.18
Bearish
Ratio by volume
3.00
Bullish
Buys
2
Sells
11
Shares acquired
1.50M
Shares disposed
114.1K
Cash buys
1.00
Cash sales
5.00
Net activity
+1,385,870
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
2026-04-03 Mills Jason Richard Director A-Award A Common Stock 41,929 0.00 — 49,687 D ↗
2026-04-03 MATHIESEN JEFFREY S Director A-Award A Common Stock 41,929 0.00 — 156,343 D ↗
2026-04-03 BUCKMAN PAUL Director A-Award A Common Stock 41,929 0.00 — 178,733 D ↗
2026-04-03 Andrle Edward Director A-Award A Common Stock 41,929 0.00 — 133,932 D ↗
2026-03-31 Rosa David A Director / Officer F-InKind D Common Stock 2,458 0.78 1.9K 1,080,132 D ↗
2026-03-31 Mertens Steve Officer F-InKind D Common Stock 906 0.78 703.96 152,141 D ↗
2026-03-31 Christianson Mark Director / Officer F-InKind D Common Stock 253 0.78 196.58 198,667 D ↗
2026-03-30 Christianson Mark Director / Officer S-Sale D Common Stock 15,363 0.74 11.4K 198,920 D ↗
2026-03-13 Christianson Mark Director / Officer S-Sale D Common Stock 100 0.80 80.00 214,283 D ↗
2026-03-12 Christianson Mark Director / Officer S-Sale D Common Stock 817 0.80 653.60 214,383 D ↗
2026-03-11 Christianson Mark Director / Officer S-Sale D Common Stock 2,109 0.80 1.7K 215,200 D ↗
2026-03-10 Christianson Mark Director / Officer S-Sale D Common Stock 11,611 0.80 9.3K 217,309 D ↗
2026-03-01 Wambeke David J. Officer A-Award A Option to Purchase Common Stock 500,000 0.67 335.2K 500,000 D ↗
2026-02-18 Rosa David A Director / Officer F-InKind D Common Stock 71,325 0.68 48.5K 1,082,590 D ↗
2026-02-18 Mertens Steve Officer F-InKind D Common Stock 7,376 0.68 5.0K 153,047 D ↗
2026-02-18 Christianson Mark Director / Officer F-InKind D Common Stock 1,812 0.68 1.2K 228,920 D ↗
2025-12-31 Rosa David A Director / Officer F-InKind A Common Stock 2,458 0.76 1.9K 1,153,915 D ↗
2025-12-31 Mertens Steve Officer F-InKind D Common Stock 906 0.76 686.75 160,423 D ↗
2025-12-31 Christianson Mark Director / Officer F-InKind D Common Stock 253 0.76 191.77 230,732 D ↗
2025-12-18 Mills Jason Richard Director A-Award A Common Stock 7,758 0.00 — 7,758 D ↗
2025-09-30 Rosa David A Director / Officer F-InKind D Common Stock 2,458 0.89 2.2K 1,156,373 D ↗
2025-09-30 Mertens Steve Officer F-InKind D Common Stock 906 0.89 805.07 161,329 D ↗
2025-09-30 Christianson Mark Director / Officer F-InKind D Common Stock 253 0.89 224.82 230,985 D ↗
2025-09-05 Christianson Mark Director / Officer S-Sale D Common Stock 30,000 0.74 22.2K 231,238 D ↗
2025-06-30 Rosa David A Director / Officer F-InKind D Common Stock 2,458 0.68 1.7K 1,158,831 D ↗
2025-06-30 Mertens Steve Officer F-InKind D Common Stock 906 0.68 614.27 162,235 D ↗
2025-06-30 Christianson Mark Director / Officer F-InKind D Common Stock 253 0.68 171.53 261,238 D ↗
2025-06-23 MATHIESEN JEFFREY S Director A-Award A Option to Purchase Common Stock 50,000 0.66 33.1K 50,000 D ↗
2025-06-23 BUCKMAN PAUL Director A-Award A Option to Purchase Common Stock 50,000 0.66 33.1K 50,000 D ↗
2025-06-23 Andrle Edward Director A-Award A Option to Purchase Common Stock 50,000 0.66 33.1K 50,000 D ↗
2025-06-04 Christianson Mark Director / Officer S-Sale D Common Stock 10,000 0.58 5.8K 261,491 D ↗
2025-06-01 Johns Emily J. Officer A-Award A Option to Purchase Common Stock 500,000 0.61 305.5K 500,000 D ↗
2025-05-22 Christianson Mark Director / Officer S-Sale D Common Stock 8,967 0.62 5.6K 271,491 D ↗
2025-05-21 Christianson Mark Director / Officer S-Sale D Common Stock 14 0.65 9.10 280,458 D ↗
2025-05-20 Christianson Mark Director / Officer S-Sale D Common Stock 3,013 0.66 2.0K 280,472 D ↗
2025-05-19 Christianson Mark Director / Officer S-Sale D Common Stock 8,006 0.67 5.3K 283,485 D ↗
2025-04-17 Volker Christopher Officer A-Award A Option to Purchase Common Stock 575,000 0.58 333.3K 575,000 D ↗
2025-04-17 Rosa David A Director / Officer A-Award A Option to Purchase Common Stock 750,000 0.58 434.7K 750,000 D ↗
2025-04-17 Mertens Steve Officer A-Award A Option to Purchase Common Stock 200,000 0.58 115.9K 200,000 D ↗
2025-04-17 McClurg Ronald W. Officer A-Award A Option to Purchase Common Stock 250,000 0.58 144.9K 250,000 D ↗
2025-04-17 Christianson Mark Director / Officer A-Award A Option to Purchase Common Stock 200,000 0.58 115.9K 200,000 D ↗
2025-04-04 Rosa David A Director / Officer P-Purchase A Common Stock 100,000 0.50 50.0K 1,161,289 D ↗
2025-04-04 McClurg Ronald W. Officer P-Purchase A Common Stock 200,000 0.50 100.0K 444,117 D ↗
2025-03-31 Rosa David A Director / Officer F-InKind D Common Stock 2,458 0.85 2.1K 1,061,289 D ↗
2025-03-31 Mertens Steve Officer F-InKind D Common Stock 906 0.85 770.28 163,141 D ↗
2025-03-31 Christianson Mark Director / Officer F-InKind D Common Stock 253 0.85 215.10 291,491 D ↗
2025-02-18 Rosa David A Director / Officer F-InKind D Common Stock 71,325 1.16 82.7K 1,063,747 D ↗
2025-02-18 Mertens Steve Officer F-InKind D Common Stock 7,376 1.16 8.6K 164,047 D ↗
2025-02-18 Christianson Mark Director / Officer F-InKind D Common Stock 1,812 1.16 2.1K 291,744 D ↗
2025-02-14 MATHIESEN JEFFREY S Director A-Award A Option to Purchase Common Stock 17,025 1.20 20.4K 17,025 D ↗
2025-02-14 BUCKMAN PAUL Director A-Award A Common Stock 27,778 0.00 — 136,804 D ↗
2025-02-14 Andrle Edward Director A-Award A Common Stock 27,778 0.00 — 92,003 D ↗
2025-01-31 Rosa David A Director / Officer F-InKind D Common Stock 2,239 1.15 2.6K 1,135,072 D ↗
2025-01-31 Mertens Steve Officer F-InKind D Common Stock 252 1.15 289.80 171,423 D ↗
2025-01-31 Christianson Mark Director / Officer F-InKind D Common Stock 90 1.15 103.50 293,556 D ↗
2024-12-31 Rosa David A Director / Officer F-InKind D Common Stock 4,697 0.83 3.9K 1,137,311 D ↗
2024-12-31 Mertens Steve Officer F-InKind D Common Stock 1,158 0.83 956.51 171,675 D ↗
2024-12-31 Christianson Mark Director / Officer F-InKind D Common Stock 343 0.83 283.32 293,646 D ↗
2024-11-30 Rosa David A Director / Officer F-InKind D Common Stock 2,239 0.62 1.4K 1,142,008 D ↗
2024-11-30 Mertens Steve Officer F-InKind D Common Stock 252 0.62 157.02 172,833 D ↗
2024-11-30 Christianson Mark Director / Officer F-InKind D Common Stock 90 0.62 56.08 293,989 D ↗
2024-10-31 Rosa David A Director / Officer F-InKind D Common Stock 2,239 0.97 2.2K 1,144,247 D ↗
2024-10-31 Mertens Steve Officer F-InKind D Common Stock 252 0.97 244.44 173,085 D ↗
2024-10-31 Christianson Mark Director / Officer F-InKind D Common Stock 90 0.97 87.30 294,079 D ↗
2024-09-30 Rosa David A Director / Officer F-InKind D Common Stock 4,697 0.99 4.7K 1,146,486 D ↗
2024-09-30 Mertens Steve Officer F-InKind D Common Stock 1,158 0.99 1.1K 173,337 D ↗
2024-09-30 Christianson Mark Director / Officer F-InKind D Common Stock 343 0.99 339.57 294,169 D ↗
2024-08-31 Rosa David A Director / Officer F-InKind D Common Stock 2,239 0.80 1.8K 1,151,183 — ↗
2024-08-31 Mertens Steve Officer F-InKind D Common Stock 252 0.80 200.69 174,495 — ↗
2024-08-31 Christianson Mark Director / Officer F-InKind D Common Stock 90 0.80 71.68 294,512 — ↗
2024-08-01 BUCKMAN PAUL Director A-Award A Warrants (Right to Buy) 20,834 1.19 24.8K 20,834 — ↗
2024-07-31 Rosa David A Director / Officer F-InKind D Common Stock 2,239 0.75 1.7K 1,153,422 — ↗
2024-07-31 Mertens Steve Officer F-InKind D Common Stock 252 0.75 189.00 174,747 — ↗
2024-07-31 Christianson Mark Director / Officer F-InKind D Common Stock 90 0.75 67.50 294,602 — ↗
2024-06-30 Rosa David A Director / Officer F-InKind D Common Stock 4,697 0.80 3.8K 1,155,661 — ↗
2024-06-30 Mertens Steve Officer F-InKind D Common Stock 1,158 0.80 926.40 174,999 — ↗
2024-06-30 Christianson Mark Director / Officer F-InKind D Common Stock 343 0.80 274.40 294,692 — ↗
2024-06-06 Christianson Mark Director / Officer S-Sale D Common Stock 2,189 0.88 1.9K 295,035 — ↗
2024-06-05 Christianson Mark Director / Officer S-Sale D Common Stock 25,800 0.88 22.7K 297,224 — ↗
2024-05-31 Rosa David A Director / Officer F-InKind D Common Stock 2,239 0.93 2.1K 1,160,358 — ↗
2024-05-31 Mertens Steve Officer F-InKind D Common Stock 252 0.93 234.33 176,157 — ↗
2024-05-31 Christianson Mark Director / Officer F-InKind D Common Stock 90 0.93 83.69 323,024 — ↗
2024-04-30 Rosa David A Director / Officer F-InKind D Common Stock 2,239 1.13 2.5K 1,162,597 — ↗
2024-04-30 Mertens Steve Officer F-InKind D Common Stock 252 1.13 284.76 176,409 — ↗
2024-04-30 Christianson Mark Director / Officer F-InKind D Common Stock 90 1.13 101.70 323,114 — ↗
2024-04-21 Rosa David A Director / Officer F-InKind D Common Stock 19,673 1.15 22.6K 1,164,836 — ↗
2024-04-21 Mertens Steve Officer F-InKind D Common Stock 7,250 1.15 8.3K 176,661 — ↗
2024-04-21 Christianson Mark Director / Officer F-InKind D Common Stock 2,030 1.15 2.3K 323,204 — ↗
2024-03-31 Rosa David A Director / Officer F-InKind D Common Stock 2,239 1.20 2.7K 1,184,509 — ↗
2024-03-31 Mertens Steve Officer F-InKind D Common Stock 252 1.20 302.40 183,911 — ↗
2024-03-31 Christianson Mark Director / Officer F-InKind D Common Stock 90 1.20 108.00 325,234 — ↗
2024-02-29 Rosa David A Director / Officer F-InKind D Common Stock 2,239 1.21 2.7K 1,186,748 — ↗
2024-02-29 Mertens Steve Officer F-InKind D Common Stock 252 1.21 304.92 184,163 — ↗
2024-02-29 Christianson Mark Director / Officer F-InKind D Common Stock 90 1.21 108.90 325,324 — ↗
2024-02-18 Rosa David A Director / Officer A-Award A Common Stock 663,497 0.00 — 1,188,987 — ↗
2024-02-18 Mertens Steve Officer A-Award A Common Stock 101,743 0.00 — 184,415 — ↗
2024-02-18 McClurg Ronald W. Officer A-Award A Common Stock 113,717 0.00 — 244,117 — ↗
2024-02-18 Christianson Mark Director / Officer A-Award A Common Stock 25,000 0.00 — 325,414 — ↗
2024-01-31 Rosa David A Director / Officer F-InKind D Common Stock 2,239 1.25 2.8K 525,490 — ↗
2024-01-31 Mertens Steve Officer F-InKind D Common Stock 252 1.25 315.00 82,672 — ↗
2024-01-31 Christianson Mark Director / Officer F-InKind D Common Stock 90 1.25 112.50 300,414 — ↗
2023-12-31 Rosa David A Director / Officer F-InKind D Common Stock 2,239 1.58 3.5K 527,729 — ↗
2023-12-31 Mertens Steve Officer F-InKind D Common Stock 252 1.58 398.16 82,924 — ↗
2023-12-31 Christianson Mark Director / Officer F-InKind D Common Stock 90 1.58 142.20 300,504 — ↗
2023-12-27 Christianson Mark Director / Officer S-Sale D Common Stock 31,445 1.46 45.9K 300,594 — ↗
2023-12-26 Christianson Mark Director / Officer S-Sale D Common Stock 6,848 1.35 9.3K 332,039 — ↗
2023-12-22 Christianson Mark Director / Officer S-Sale D Common Stock 1,800 1.40 2.5K 338,887 — ↗
2023-12-21 Volker Christopher Officer P-Purchase A Common Stock 75,000 1.40 105.0K 75,000 — ↗
2023-12-21 Christianson Mark Director / Officer S-Sale D Common Stock 9,907 1.40 13.9K 340,687 — ↗
2023-11-30 Rosa David A Director / Officer F-InKind D Common Stock 2,239 1.45 3.2K 529,968 — ↗
2023-11-30 Mertens Steve Officer F-InKind D Common Stock 252 1.45 365.40 83,176 — ↗
2023-11-30 Christianson Mark Director / Officer F-InKind D Common Stock 90 1.45 130.50 350,594 — ↗
2023-11-10 Volker Christopher Officer — — — 0 0.00 — 0 — ↗
2023-11-09 Rosa David A Director / Officer A-Award A Option to Purchase Common Stock 526,303 1.25 657.9K 526,303 — ↗
2023-11-09 Mertens Steve Officer A-Award A Option to Purchase Common Stock 81,067 1.25 101.3K 81,067 — ↗
2023-11-09 McClurg Ronald W. Officer A-Award A Option to Purchase Common Stock 89,283 1.25 111.6K 89,283 — ↗
2023-11-09 Christianson Mark Director / Officer A-Award A Option to Purchase Common Stock 17,688 1.25 22.1K 17,688 — ↗
2023-11-02 Rosa David A Director / Officer F-InKind D Common Stock 2,239 1.61 3.6K 532,207 — ↗
2023-11-02 Mertens Steve Officer F-InKind D Common Stock 252 1.61 405.72 83,428 — ↗
2023-11-02 Christianson Mark Director / Officer F-InKind D Common Stock 90 1.61 144.90 350,684 — ↗
2023-10-31 Rosa David A Director / Officer F-InKind D Common Stock 2,239 0.90 2.0K 534,446 — ↗
2023-10-31 Mertens Steve Officer F-InKind D Common Stock 252 0.90 226.80 83,680 — ↗
2023-10-31 Christianson Mark Director / Officer F-InKind D Common Stock 90 0.90 81.00 350,774 — ↗
2023-09-30 Rosa David A Director / Officer F-InKind D Common Stock 2,239 0.89 2.0K 536,685 — ↗
2023-09-30 Mertens Steve Officer F-InKind D Common Stock 252 0.89 224.38 83,932 — ↗
2023-09-30 Christianson Mark Director / Officer F-InKind D Common Stock 90 0.89 80.14 350,864 — ↗
2023-09-13 McClurg Ronald W. Officer P-Purchase A Common Stock 50,900 0.98 50.0K 130,400 — ↗
2023-08-31 Rosa David A Director / Officer F-InKind D Common Stock 2,239 0.85 1.9K 538,924 — ↗
2023-08-31 Mertens Steve Officer F-InKind D Common Stock 252 0.85 214.33 84,184 — ↗
2023-08-31 Christianson Mark Director / Officer F-InKind D Common Stock 90 0.85 76.55 350,954 — ↗
2023-07-31 Rosa David A Director / Officer F-InKind D Common Stock 2,239 1.02 2.3K 541,163 — ↗
2023-07-31 Mertens Steve Officer F-InKind D Common Stock 252 1.02 257.04 84,436 — ↗
2023-07-31 Christianson Mark Director / Officer F-InKind D Common Stock 90 1.02 91.80 351,044 — ↗
2023-06-30 Rosa David A Director / Officer F-InKind D Common Stock 2,239 1.20 2.7K 543,402 — ↗
2023-06-30 Mertens Steve Officer F-InKind D Common Stock 252 1.20 302.40 84,688 — ↗
2023-06-30 Christianson Mark Director / Officer F-InKind D Common Stock 90 1.20 108.00 351,134 — ↗
2023-05-31 Rosa David A Director / Officer F-InKind D Common Stock 2,239 1.21 2.7K 545,641 — ↗
2023-05-31 Mertens Steve Officer F-InKind D Common Stock 252 1.21 304.92 84,940 — ↗
2023-05-31 Christianson Mark Director / Officer F-InKind D Common Stock 90 1.21 108.90 351,224 — ↗
2023-04-30 Rosa David A Director / Officer F-InKind D Common Stock 2,239 1.54 3.4K 547,880 — ↗
2023-04-30 Mertens Steve Officer F-InKind D Common Stock 252 1.54 388.08 85,192 — ↗
2023-04-30 Christianson Mark Director / Officer F-InKind D Common Stock 90 1.54 138.60 351,314 — ↗
2023-04-21 Rosa David A Director / Officer A-Award A Common Stock 91,500 0.00 — 550,119 — ↗
2023-04-21 Mertens Steve Officer A-Award A Common Stock 50,000 0.00 — 85,444 — ↗
2023-04-21 McClurg Ronald W. Officer A-Award A Common Stock 12,500 0.00 — 79,500 — ↗
2023-04-21 Christianson Mark Director / Officer A-Award A Common Stock 14,000 0.00 — 351,404 — ↗
2023-03-31 Rosa David A Director / Officer F-InKind D Common Stock 2,239 1.61 3.6K 458,619 — ↗
2023-03-31 Mertens Steve Officer F-InKind D Common Stock 252 1.61 405.72 35,444 — ↗
2023-03-31 Christianson Mark Director / Officer F-InKind D Common Stock 90 1.61 144.90 337,404 — ↗
2023-03-23 Christianson Mark Director / Officer S-Sale D Common Stock 12,711 1.50 19.1K 337,494 — ↗
2023-03-22 Christianson Mark Director / Officer S-Sale D Common Stock 11,667 1.51 17.6K 350,205 — ↗
2023-03-21 Christianson Mark Director / Officer S-Sale D Common Stock 2,122 1.60 3.4K 361,872 — ↗
2023-03-16 MATHIESEN JEFFREY S — A-Award A Common Stock 20,576 0.00 — 86,636 — ↗
2023-03-16 BUCKMAN PAUL Director A-Award A Common Stock 20,576 0.00 — 81,248 — ↗
2023-03-16 Andrle Edward Director A-Award A Common Stock 20,576 0.00 — 64,225 — ↗
2023-02-03 Rosa David A Director / Officer F-InKind D Common Stock 53,750 1.47 79.0K 460,858 — ↗
2023-02-03 Mertens Steve Officer F-InKind D Common Stock 6,054 1.47 8.9K 35,696 — ↗
2023-02-03 Christianson Mark Director / Officer F-InKind D Common Stock 2,175 1.47 3.2K 363,994 — ↗
2022-06-15 McClurg Ronald W. Officer P-Purchase A Common Stock 10,000 1.02 10.2K 67,000 — ↗
2022-06-10 McClurg Ronald W. Officer P-Purchase A Common Stock 14,000 1.06 14.8K 57,000 — ↗
2022-05-31 MATHIESEN JEFFREY S Director A-Award A Option to Purchase Common Stock 29,230 1.14 33.3K 29,230 — ↗
2022-05-31 BUCKMAN PAUL Director A-Award A Option to Purchase Common Stock 29,230 0.00 — 29,230 — ↗
2022-05-31 Andrle Edward Director A-Award A Common Stock 29,240 0.00 — 43,649 — ↗
2022-05-20 McClurg Ronald W. Officer P-Purchase A Common Stock 17,500 0.85 14.9K 32,500 — ↗
2022-02-03 Rosa David A Director / Officer A-Award A Common Stock 250,000 0.00 — 514,608 — ↗
2022-02-03 Mertens Steve Officer A-Award A Common Stock 41,750 0.00 — 41,750 — ↗
2022-02-03 McClurg Ronald W. Officer A-Award A Common Stock 15,000 0.00 — 15,000 — ↗
2022-02-03 Christianson Mark Director / Officer A-Award A Common Stock 15,000 0.00 — 366,169 — ↗
2021-06-24 Christianson Mark Director / Officer S-Sale D Common Stock 600 6.30 3.8K 1,077,306 — ↗
2021-06-23 Christianson Mark Director / Officer S-Sale D Common Stock 11,300 6.74 76.2K 351,769 — ↗
2021-06-02 MATHIESEN JEFFREY S Director A-Award A Option to Purchase Common Stock 4,682 7.26 34.0K 4,682 — ↗
2021-06-02 BUCKMAN PAUL Director A-Award A Option to Purchase Common Stock 4,682 7.26 34.0K 4,682 — ↗
2021-06-02 Andrle Edward Director A-Award A Common Stock 4,592 0.00 — 14,404 — ↗
2021-05-26 Rosa David A Director / Officer A-Award A Option to Purchase Common Stock 83,333 5.97 497.5K 416,667 — ↗
2021-04-26 Haris Hijaz Officer A-Award A Option to Purchase Common Stock 60,000 7.00 420.0K 60,000 — ↗
2021-01-27 Rosa David A Director / Officer A-Award A Option to Purchase Common Stock 1,000,000 1.99 1.99M 1,000,000 — ↗
2021-01-27 Mertens Steve Officer A-Award A Option to Purchase Common Stock 70,000 1.99 139.3K 70,000 — ↗
2021-01-27 McClurg Ronald W. Officer A-Award A Option to Purchase Common Stock 140,000 1.99 278.6K 140,000 — ↗
2021-01-15 BESSER JAMES E 10% Owner — I Common Stock 0 0.00 — 4,750,000 — ↗
2021-01-01 McClurg Ronald W. Officer A-Award A Option to Purchase Common Stock 180,000 1.57 282.6K 180,000 — ↗
2020-06-15 MATHIESEN JEFFREY S Director M-Exempt A Common Stock 34,020 0.04 1.2K 96,658 — ↗
2020-06-12 Christianson Mark Officer S-Sale D Common Stock 334,000 0.60 200.4K 1,089,206 — ↗
2020-06-02 MATHIESEN JEFFREY S Director A-Award A Common Stock 22,371 0.00 — 62,638 — ↗
2020-06-02 BUCKMAN PAUL Director A-Award A Common Stock 22,371 0.00 — 80,495 — ↗
2020-06-02 Andrle Edward Director A-Award A Common Stock 22,371 0.00 — 29,435 — ↗
2020-02-19 Andrle Edward Director A-Award A Common Stock 7,064 0.00 — 7,064 — ↗
2020-02-18 Andrle Edward Director — — — 0 0.00 — 0 — ↗
2020-02-10 MATHIESEN JEFFREY S Director A-Award A Common Stock 26,261 0.00 — 40,267 — ↗
2020-02-10 BUCKMAN PAUL Director A-Award A Common Stock 44,118 0.00 — 58,124 — ↗
2019-11-05 Rosa David A Director / Officer A-Award A Option to Purchase Common Stock 500,000 2.14 1.07M 500,000 — ↗
2019-11-05 MATHIESEN JEFFREY S Director A-Award A Option to Purchase Common Stock 100,000 2.14 214.0K 100,000 — ↗
2019-11-05 Kalia Suraj Director A-Award A Option to Purchase Common Stock 100,000 2.14 214.0K 100,000 — ↗
2019-11-05 BUCKMAN PAUL Director A-Award A Option to Purchase Common Stock 100,000 2.14 214.0K 100,000 — ↗
2019-10-21 Fredrickson Wade 10% Owner J-Other D Common Stock 500,000 1.00 500.0K 2,113,459 — ↗
2019-06-04 MATHIESEN JEFFREY S Director A-Award A Common Stock 14,006 0.00 — 14,006 — ↗
2019-06-04 Kalia Suraj Director A-Award A Option to Purchase Common Stock 14,995 2.38 35.7K 14,995 — ↗
2019-06-04 BUCKMAN PAUL Director A-Award A Option to Purchase Common Stock 14,995 2.38 35.7K 14,995 — ↗
2019-05-13 Mertens Steve Officer A-Award A Option to Purchase Common Stock 129,445 2.38 308.1K 129,445 — ↗
2019-05-13 MATHIESEN JEFFREY S Director A-Award A Option to Purchase Common Stock 45,605 2.38 108.5K 45,605 — ↗
2019-05-13 Kalia Suraj Director A-Award A Option to Purchase Common Stock 45,605 2.38 108.5K 45,605 — ↗

Executive team

Top executives
EBIT / Employee
-192.4K
Shares Outstanding
8.45M

Executive compensation

Executive compensation (annual)
# Year ⇅ Executive ⇅ Salary ⇅ Bonus Stock award ⇅ Option award Incentive Other Total ⇅ % Stock-
based ⇅		 Filing
1 2025 Dave Rosa, Chief Executive Officer and President 535.4K — — 367.4K 251.7K — 1.15M 31.82% ↗
2 2025 Christoper Volker, Chief Operating Officer 294.9K — — 281.6K 110.9K — 687.4K 40.97% ↗
3 2025 Ron McClurg, Chief Financial Officer 325.0K — — 122.5K 76.4K — 523.8K 23.38% ↗
4 2024 Dave Rosa, Chief Executive Officer and President 521.9K — 683.4K 562.2K 228.3K — 2.00M 62.41% ↗
5 2024 Christoper Volker, Chief Operating Officer 256.4K — — 366.1K 89.7K — 712.1K 51.40% ↗
6 2024 Ron McClurg, Chief Financial Officer 316.8K — 117.1K 95.4K 69.3K — 598.6K 35.50% ↗
7 2023 Dave Rosa, Chief Executive Officer and President 506.7K — 145.5K 84.1K 253.3K — 989.6K 23.20% ↗
8 2023 Steve Mertens, Chief Technology Officer 265.8K — 79.5K 46.0K 66.5K — 457.7K 27.41% ↗
9 2023 Ron McClurg, Chief Financial Officer 307.5K — 19.9K 11.5K 51.3K — 390.2K 8.04% ↗
10 2022 Dave Rosa, Chief Executive Officer and President 472.4K — 525.0K — 189.0K — 1.19M 44.25% ↗
11 2022 Steve Mertens, Chief Technology Officer 255.0K — 87.7K — 51.0K — 393.6K 22.27% ↗
12 2022 Ron McClurg, Chief Financial Officer 286.7K — 31.5K — 57.3K — 375.6K 8.39% ↗
13 2021 Dave Rosa, Chief Executive Officer and President 410.8K — — 1.29M 192.6K — 1.89M 68.06% ↗
14 2021 Ron McClurg, Chief Financial Officer 187.5K — — 290.5K 44.5K — 522.5K 55.59% ↗
15 2021 Steve Mertens, Chief Technology Officer 242.6K — — 72.2K 56.3K — 371.1K 19.45% ↗
16 2020 Dave Rosa, Chief Executive Officer and President 403.9K — — 547.1K 171.9K — 1.12M 48.72% ↗
17 2020 Steve Mertens, Chief Technology Officer 239.0K — — — 49.3K — 288.2K 0.00% ↗
18 2020 Mark Christianson, Business Development Director, Medical Sales Liaison 214.8K — — — 40.0K 6.0K 260.8K 0.00% ↗
19 2019 Dave Rosa, Chief Executive Officer and President 392.2K — — — 166.0K — 558.2K 0.00% ↗
20 2019 Steve Mertens, Chief Technology Officer 117.5K — — 153.3K 20.6K — 291.4K 52.62% ↗
21 2019 Mark Christianson, Business Development Director, Medical Sales Liaison 208.6K — — — 44.9K 6.0K 259.5K 0.00% ↗
22 2018 Thomas Bachinski, Chief Development Officer 176.7K — — — 34.5K — 211.2K 0.00% ↗
23 2018 Mark Christianson, Vice President, Business Development and Marketing 153.0K — — — 36.7K 4.5K 194.2K 0.00% ↗
24 2017 David Rosa, Chief Executive Officer and President 356.7K — 1.4K — 131.6K 6.1K 495.8K 0.28% ↗
25 2017 Thomas Bachinski, Chief Development Officer 211.8K — 7.2K — 56.6K 798.00 276.4K 2.61% ↗
26 2017 Mark Christianson, Vice President, Business Development and Marketing 200.0K — 2.5K — 37.5K 6.5K 246.5K 1.02% ↗
27 2016 David Rosa, Chief Executive Officer and President 75.0K — — — — 2.9K 77.9K 0.00% ↗
28 2016 Mark Christianson, Vice President, Business Development and Marketing 16.7K — — — — 830.00 17.5K 0.00% ↗
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-09 DEF 14A ↗
2026-02-27 PRE 14A ↗
2025-02-07 DEFA14A ↗
2025-02-05 DEFA14A ↗

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-04 8-K ↗
2026-04-30 8-K ↗
2026-04-21 SC 13G ↗
2026-04-14 8-K ↗
2026-04-07 4 ↗
2026-04-07 4 ↗
2026-04-07 4 ↗
2026-04-07 4 ↗
2026-04-03 8-K ↗
2026-04-01 4 ↗

Executive team

NameTitleCompensationGender
David A. Rosa President, Chief Executive Officer & Director 787.1K male
Christopher R. Volker Chief Operating Officer 405.7K male
Ronald W. McClurg Chief Financial Officer 401.4K male
Steven Mertens Chief Technology Officer 332.3K male
Mark Christianson Co-Founder, Business Development Director & Medical Sales Liaison 260.8K male
Hijaz Haris Vice President of Marketing — male
Parag G. Patil Chief Medical Advisor — —
Emily Johns Chief Administrative Officer & General Counsel — female
David J. Wambeke Chief Business Officer — male
ESG Rating
B-
MEDICAL - DEVICES
Rank: 162 out of 168
2025
E (Environmental)
51.4 / 62.5
Company / Sector avg.
S (Social)
66.3 / 68.9
Company / Sector avg.
G (Governance)
57.6 / 64.8
Company / Sector avg.
ESG Total
58.4 / 65.4
Company / Sector avg.
ESG Score History MEDICAL - DEVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

Earnings history

Earnings reports

Stock splits

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