Subscribe

Nutex Health, Inc. (NUTX)

USD179.15 -4.76 (-2.59%)
US NASDAQ Healthcare Medical - Healthcare Information Services
Address 6030 South Rice Avenue 77081
Houston, TX, US
CEO Thomas T. Vo
IPO 2022-04-04
CIK 1479681 ISIN US67079U3068

Explore sections of this company profile

Description

Nutex Health, Inc. functions as a technology-powered enterprise delivering healthcare services, structured into two key segments: its Hospital division and its Population Health Management division. The Hospital division is tasked with developing and overseeing various healthcare models, encompassing micro-hospitals, specialized medical centers, and hospital outpatient facilities. This segment currently owns and operates 21 locations spanning eight different states. Meanwhile, the Population Health Management division establishes and manages provider networks, such as independent physician associations. Additionally, its management services organizations furnish administrative, operational, and support assistance to its associated hospitals and physician groups. A proprietary, cloud-based technology platform within this division is crucial; it aggregates patient and provider data from multiple information systems, settings, and sources to construct a holistic view, thereby enabling more effective care delivery. The company maintains its corporate headquarters in Houston, Texas.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
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
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD179.15 -4.76 (-2.59%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
159.6K
Beta
1.97
Float Shares
2.94M
Free Float %
49.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.96% +0.89% +27.49% +35.87% +24.51% -17.70% +7.58% +64.16% -97.74% -97.74% -97.74%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

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 (2 ratings, all time) Buy
Price Targets & DCF
Current price
179.15
Low 205.00 +14.4%
Consensus 205.00 +14.4%
Median 205.00 +14.4%
High 205.00 +14.4%
DCF (Levered) 962.23 +437.1%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 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
205.00
+14.4%
All Time 2
125.00
-30.2%
Quality scores
Altman Z-Score
2.94
Grey zone
Piotroski F-Score
5 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Healthcare Information Services: +14.2%
    +82.4% Q1'26: +2.2% (vs Q1'25)
  • EPS growth Medical - Healthcare Information Services: +43.1%
    +7.9% Q1'26: +154.7% (vs Q1'25)
  • FCF margin FCF growth · Medical - Healthcare Information Services: +49.2%
    +12.6% Q1'26: +34.3% (vs Q1'25)
  • EBIT margin Medical - Healthcare Information Services: +8.8%
    +30.5% Q1'26: +37.5% (vs Q1'25)
  • ROIC Medical - Healthcare Information Services: +5.2%
    +33.4% Q1'26: +45.6% (vs Q1'25)
  • Share dilution Medical - Healthcare Information Services: -0.1%
    +32.5% Q1'26: +22.6% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Healthcare Information Services: -0.74×
    1.22× Q1'26: 1.01× (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 (2.07) × ERP
WACC = 72% × Ke + 28% × Kd (6.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 179.15
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 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
3 Rev. Ana.
3 EPS Ana.
Dec 2027
3 Rev. Ana.
3 EPS Ana.
Revenue
219.29M
est: 215.50M (+1.8%)
247.65M
est: 275.93M (-10.2%)
479.95M
est: 303.48M (+58.1%)
875.26M
est: 982.40M (-10.9%)
883.02M
864.98M – 908.70M
-10.1% YoY
972.25M
949.35M – 1.01B
+10.1% YoY
EBITDA
-394.03M
est: 16.42M (-2,499.4%)
-14.58M
est: 7.32M (-299.1%)
148.65M
est: 8.05M (+1,745.7%)
287.54M
est: 26.07M (+1,002.8%)
23.43M
22.96M – 24.12M
-10.1% YoY
25.80M
25.19M – 26.67M
+10.1% YoY
EBIT
-407.16M
est: 9.72M (-4,288.9%)
-32.17M
est: -1.36M (-2,257.4%)
129.68M
est: -1.50M (+8,739.4%)
267.01M
est: -4.86M (+5,595.0%)
-4.37M
-4.49M – -4.28M
+10.1% YoY
-4.81M
-4.97M – -4.70M
-10.1% YoY
Net Income
-424.78M
est: -511.83M (+17.0%)
-45.79M
est: -54.99M (+16.7%)
52.18M
est: -13.75M (+479.4%)
70.79M
est: 96.38M (-26.6%)
155.15M
102.69M – 164.65M
+61.0% YoY
148.60M
124.45M – 172.75M
-4.2% YoY
SGA
20.00M
est: 16.87M (+18.5%)
36.07M
est: 31.35M (+15.1%)
58.56M
est: 34.48M (+69.8%)
168.66M
est: 111.60M (+51.1%)
100.31M
98.26M – 103.23M
-10.1% YoY
110.45M
107.85M – 114.18M
+10.1% YoY
EPS
-100.50
est: -100.50 (+0.0%)
-10.39
est: -8.09 (-28.4%)
10.23
est: -2.02 (+605.6%)
11.13
est: 14.07 (-20.9%)
21.02
15.20 – 24.37
+49.4% YoY
22.45
18.42 – 25.57
+6.8% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 A 4/5 5/5 5/5 5/5 1/5 3/5 3/5
2026-05-08 A 4/5 5/5 5/5 5/5 1/5 4/5 3/5
2026-05-07 A 4/5 5/5 5/5 5/5 1/5 4/5 3/5
2026-05-06 A 4/5 5/5 5/5 5/5 1/5 4/5 3/5
2026-05-05 A 4/5 5/5 5/5 5/5 1/5 4/5 3/5
2026-05-04 A 4/5 5/5 5/5 5/5 1/5 4/5 3/5
2026-05-01 B+ 3/5 5/5 5/5 5/5 1/5 1/5 1/5
2026-04-30 B+ 3/5 5/5 5/5 5/5 1/5 1/5 1/5
2026-04-29 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-28 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-27 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-24 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-23 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-22 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-21 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-20 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-17 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-16 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-15 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
448.61M
OE per share TTM
67.05
Owner's Yield
50.38%
Maintenance CapEx ratio
4.48%
Maint CapEx / Avg PPE
70.2%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
12
Total invested
10.51M
Insider transactions (90d)
4
Beneficial owners (>5%)
7
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Micro Hospital Holding LLC 267.73M 41.59% 267.73M 267.73M OO 2022-04-11
2 Thomas T. Vo 267.73M 41.59% 267.73M 267.73M IN 2022-04-11
3 Cynthia J. Young 42.13M 6.55% 42.13M 42.13M IN 2022-04-11
4 Matthew Stephen Young 42.13M 6.55% 42.13M 42.13M IN 2022-04-11
5 Premier Macy Management Holdings, LLC 42.13M 6.55% 42.13M 42.13M OO 2022-04-11
6 DOMINISEMBREE AHA INVESTOR, LLC 6.47M 16.49% 6.47M 6.47M OO Delaware 2021-05-26
7 2 294.6K 12.00% 294.6K 294.6K IA, OO State of Delaware 2024-11-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
12
-103 vs prev Q
New positions
0
Closed positions
103
Increased
5
Reduced
4
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 TOPLINE CAPITAL MANAGEMENT, LLC 675.5K +118.9K (+21.4%) 111.20M +53.7M (+93.4%) 10.08% -0.008 pp 10.06% +0.174 pp USD99.12 +66.1% 5 qtrs
2 PERTENTO PARTNERS LLP 324.4K +54.0K (+20.0%) 53.41M +25.5M (+91.1%) 4.84% -0.060 pp 5.02% +1.775 pp USD113.52 +45.0% 2 qtrs
3 BLACKROCK, INC. 281.6K +19.2K (+7.3%) 46.35M +19.2M (+71.0%) 4.20% -0.554 pp 0.00% +0.000 pp USD113.19 +45.4% 6 qtrs
4 VANGUARD GROUP INC 258.7K +43.8K (+20.4%) 42.59M +20.4M (+91.8%) 3.86% -0.035 pp 0.00% +0.000 pp USD78.57 +109.5% 6 qtrs
5 AMERICAN CENTURY COMPANIES INC 132.0K +16.9K (+14.7%) 21.74M +9.8M (+82.7%) 1.97% -0.116 pp 0.01% +0.005 pp USD79.24 +107.7% 5 qtrs
6 STATE STREET CORP 86.8K +9.1K (+11.6%) 14.29M +6.3M (+77.9%) 1.30% -0.114 pp 0.00% +0.000 pp USD109.35 +50.5% 6 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 83.2K +2.1K (+2.6%) 13.70M +5.3M (+63.4%) 1.24% -0.229 pp 0.00% +0.000 pp USD81.13 +102.9% 6 qtrs
8 MILLENNIUM MANAGEMENT LLC 74.3K -19.1K (-20.4%) 12.24M +2.6M (+26.8%) 1.11% -0.584 pp 0.01% +0.001 pp USD83.40 +97.4% 5 qtrs
9 MORGAN STANLEY 57.6K -63.2K (-52.3%) 9.49M -3.0M (-24.0%) 0.86% -1.330 pp 0.00% 0.000 pp USD107.52 +53.1% 5 qtrs
10 UBS GROUP AG 55.0K -13.8K (-20.0%) 9.06M +2.0M (+27.4%) 0.82% -0.426 pp 0.00% +0.000 pp USD111.31 +47.9% 6 qtrs
11 ONE PLUS ONE WEALTH MANAGEMENT, LLC 40.4K -350.0 (-0.9%) 6.66M +2.4M (+58.0%) 0.60% -0.136 pp 3.07% +1.021 pp USD28.85 +470.6% 6 qtrs
12 PACER ADVISORS, INC. 33.3K +1.4K (+4.3%) 5.48M +2.2M (+66.1%) 0.50% -0.082 pp 0.01% +0.006 pp USD105.82 +55.6% 2 qtrs
13 NORTHERN TRUST CORP 28.4K -1.6K (-5.2%) 4.67M +1.6M (+51.1%) 0.42% -0.119 pp 0.00% +0.000 pp USD101.09 +62.8% 5 qtrs
14 TRUIST FINANCIAL CORP 24.4K +— (+0.0%) 4.02M +1.5M (+59.3%) 0.36% -0.078 pp 0.01% +0.002 pp USD23.51 +600.2% 6 qtrs
15 DRIVE WEALTH MANAGEMENT, LLC 23.4K +1.0 (+0.0%) 3.85M +1.4M (+59.3%) 0.35% -0.075 pp 0.75% +0.239 pp USD31.70 +419.3% 5 qtrs
16 SEGALL BRYANT & HAMILL, LLC 22.9K -276.0 (-1.2%) 3.77M +1.4M (+57.4%) 0.34% -0.078 pp 0.05% +0.019 pp USD103.32 +59.3% 2 qtrs
17 HUSSMAN STRATEGIC ADVISORS, INC. 21.0K +21.0K (+100.0%) 3.46M +3.5M (+100.0%) 0.31% +0.313 pp 0.84% +0.836 pp USD164.62 +0.0% 1 qtrs NEW
18 BANK OF NEW YORK MELLON CORP 19.7K +12.1K (+158.7%) 3.24M +2.5M (+312.2%) 0.29% +0.156 pp 0.00% +0.000 pp USD148.69 +10.7% 3 qtrs
19 GOLDMAN SACHS GROUP INC 19.3K -10.2K (-34.5%) 3.18M +132.6K (+4.4%) 0.29% -0.246 pp 0.00% +0.000 pp USD77.31 +112.9% 5 qtrs
20 PENSERRA CAPITAL MANAGEMENT LLC 16.9K +16.9K (+100.0%) 2.77M +2.8M (+100.0%) 0.25% +0.252 pp 0.03% +0.033 pp USD164.62 +0.0% 1 qtrs NEW
21 BNP PARIBAS ARBITRAGE, SNC 16.4K -5.0K (-23.4%) 2.70M +487.9K (+22.1%) 0.24% -0.143 pp 0.00% +0.000 pp USD103.49 +59.1% 6 qtrs
22 JPMORGAN CHASE & CO 16.1K +1.4K (+9.1%) 2.66M +1.1M (+73.9%) 0.24% -0.027 pp 0.00% +0.000 pp USD119.23 +38.1% 6 qtrs
23 DIMENSIONAL FUND ADVISORS LP 16.0K +— (+0.0%) 2.65M +989.5K (+59.6%) 0.24% -0.051 pp 0.00% +0.000 pp USD97.18 +69.4% 4 qtrs
24 PRINCIPAL FINANCIAL GROUP INC 14.8K +5.4K (+58.4%) 2.43M +1.5M (+152.4%) 0.22% +0.051 pp 0.00% +0.001 pp USD125.92 +30.7% 2 qtrs
25 VICTORY CAPITAL MANAGEMENT INC 14.5K -1.9K (-11.3%) 2.38M +696.5K (+41.3%) 0.22% -0.080 pp 0.00% +0.000 pp USD112.68 +46.1% 3 qtrs
26 LAZARD ASSET MANAGEMENT LLC 14.1K +14.1K (+100.0%) 2.32M +2.3M (+100.0%) 0.21% +0.210 pp 0.00% +0.004 pp USD164.62 +0.0% 6 qtrs
27 FIRST TRUST ADVISORS LP 11.5K +272.0 (+2.4%) 1.89M +730.7K (+63.2%) 0.17% -0.032 pp 0.00% +0.001 pp USD104.77 +57.1% 2 qtrs
28 TWO SIGMA INVESTMENTS, LP 10.9K -100.0 (-0.9%) 1.79M +655.9K (+57.9%) 0.16% -0.037 pp 0.00% +0.001 pp USD124.49 +32.2% 3 qtrs
29 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 10.2K -26.0 (-0.3%) 1.68M +623.4K (+58.9%) 0.15% -0.033 pp 0.00% +0.000 pp USD124.49 +32.2% 3 qtrs
30 RUSSELL INVESTMENTS GROUP, LTD. 8.7K +116.0 (+1.4%) 1.43M +545.7K (+61.5%) 0.13% -0.026 pp 0.00% +0.001 pp USD33.46 +392.0% 5 qtrs
31 CETERA INVESTMENT ADVISERS 8.6K +5.7K (+196.4%) 1.42M +1.1M (+372.3%) 0.13% +0.076 pp 0.00% +0.001 pp USD143.94 +14.4% 2 qtrs
32 NUVEEN, LLC 8.1K -1.3K (-14.0%) 1.33M +359.0K (+37.0%) 0.12% -0.050 pp 0.00% +0.000 pp USD120.62 +36.5% 3 qtrs
33 BARCLAYS PLC 8.1K +3.2K (+64.3%) 1.33M +820.2K (+161.8%) 0.12% +0.031 pp 0.00% +0.000 pp USD140.19 +17.4% 3 qtrs
34 JANE STREET GROUP, LLC 7.9K -10.2K (-56.5%) 1.30M -574.8K (-30.7%) 0.12% -0.211 pp 0.00% 0.000 pp USD103.32 +59.3% 4 qtrs
35 SUMMERHAVEN INVESTMENT MANAGEMENT, LLC 7.2K +— (+0.0%) 1.19M +443.8K (+59.3%) 0.11% -0.023 pp 0.68% +0.241 pp USD103.32 +59.3% 2 qtrs
36 AMERIPRISE FINANCIAL INC 7.0K +7.0K (+100.0%) 1.16M +1.2M (+100.0%) 0.10% +0.105 pp 0.00% +0.000 pp USD164.62 +0.0% 1 qtrs NEW
37 SWISS NATIONAL BANK 7.0K +— (+0.0%) 1.15M +429.1K (+59.3%) 0.10% -0.022 pp 0.00% +0.000 pp USD122.37 +34.5% 3 qtrs
38 JANUS HENDERSON GROUP PLC 6.7K -2.1K (-24.2%) 1.10M +187.5K (+20.6%) 0.10% -0.060 pp 0.00% +0.000 pp USD103.32 +59.3% 2 qtrs
39 FMR LLC 6.5K +6.4K (+92,085.7%) 1.06M +1.1M (+146,828.5%) 0.10% +0.096 pp 0.00% +0.000 pp USD164.55 +0.0% 2 qtrs
40 PFG ADVISORS 6.1K +847.0 (+16.2%) 999.6K +459.7K (+85.2%) 0.09% -0.004 pp 0.05% +0.026 pp USD111.87 +47.2% 2 qtrs
41 CLEAR CREEK FINANCIAL MANAGEMENT, LLC 6.0K +795.0 (+15.4%) 982.6K +448.0K (+83.8%) 0.09% -0.005 pp 0.08% +0.034 pp USD122.79 +34.1% 3 qtrs
42 BANK OF AMERICA CORP /DE/ 5.9K -5.1K (-46.3%) 975.5K -165.6K (-14.5%) 0.09% -0.112 pp 0.00% +0.000 pp USD89.97 +83.0% 6 qtrs
43 VIRGINIA RETIREMENT SYSTEMS ET AL 5.6K +200.0 (+3.7%) 921.9K +363.9K (+65.2%) 0.08% -0.014 pp 0.01% +0.002 pp USD114.96 +43.2% 3 qtrs
44 XTX TOPCO LTD 5.4K +2.6K (+93.8%) 896.0K +605.8K (+208.7%) 0.08% +0.030 pp 0.02% +0.009 pp USD139.47 +18.0% 5 qtrs
45 CREATIVE PLANNING 5.2K +5.2K (+100.0%) 848.0K +848.0K (+100.0%) 0.08% +0.077 pp 0.00% +0.001 pp USD164.62 +0.0% 1 qtrs NEW
46 LPL FINANCIAL LLC 5.1K -1.0K (-17.0%) 841.0K +204.9K (+32.2%) 0.08% -0.035 pp 0.00% +0.000 pp USD115.40 +42.7% 3 qtrs
47 RAYMOND JAMES FINANCIAL INC 5.1K +5.1K (+100.0%) 836.3K +836.3K (+100.0%) 0.08% +0.076 pp 0.00% +0.000 pp USD164.62 +0.0% 3 qtrs
48 INVESCO LTD. 4.9K +2.9K (+142.4%) 805.3K +596.8K (+286.2%) 0.07% +0.036 pp 0.00% +0.000 pp USD148.07 +11.2% 3 qtrs
49 WELLS FARGO & COMPANY/MN 4.7K +2.1K (+78.1%) 779.3K +504.7K (+183.8%) 0.07% +0.023 pp 0.00% +0.000 pp USD142.09 +15.9% 3 qtrs
50 ALPS ADVISORS INC 4.7K +42.0 (+0.9%) 779.0K +294.4K (+60.8%) 0.07% -0.014 pp 0.00% +0.002 pp USD103.86 +58.5% 2 qtrs
51 SUSQUEHANNA INTERNATIONAL GROUP, LLP 4.3K +4.3K (+100.0%) 711.2K +711.2K (+100.0%) 0.06% +0.065 pp 0.00% +0.000 pp USD164.62 +0.0% 4 qtrs
52 RHUMBLINE ADVISERS 4.2K -740.0 (-15.1%) 684.6K +178.5K (+35.3%) 0.06% -0.027 pp 0.00% +0.000 pp USD122.51 +34.4% 6 qtrs
53 CAMBRIA INVESTMENT MANAGEMENT, L.P. 3.8K +3.8K (+100.0%) 624.4K +624.4K (+100.0%) 0.06% +0.057 pp 0.04% +0.036 pp USD164.62 +0.0% 1 qtrs NEW
54 MAI CAPITAL MANAGEMENT 3.7K +— (+0.0%) 608.6K +226.6K (+59.3%) 0.06% -0.012 pp 0.00% +0.001 pp USD31.69 +419.5% 5 qtrs
55 LEGAL & GENERAL GROUP PLC 3.7K +17.0 (+0.5%) 602.8K +226.2K (+60.1%) 0.05% -0.011 pp 0.00% +0.000 pp USD124.68 +32.0% 3 qtrs
56 SQUAREPOINT OPS LLC 3.6K -1.9K (-34.8%) 596.6K +22.5K (+3.9%) 0.05% -0.047 pp 0.00% +0.000 pp USD79.48 +107.1% 5 qtrs
57 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 3.6K -4.0 (-0.1%) 586.9K +218.1K (+59.2%) 0.05% -0.012 pp 0.00% +0.000 pp USD124.48 +32.2% 3 qtrs
58 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 3.5K +3.5K (+100.0%) 574.7K +574.7K (+100.0%) 0.05% +0.052 pp 0.00% +0.000 pp USD164.62 +0.0% 1 qtrs NEW
59 STATE OF WISCONSIN INVESTMENT BOARD 2.8K -8.7K (-75.8%) 455.8K -725.9K (-61.4%) 0.04% -0.166 pp 0.00% -0.002 pp USD103.32 +59.3% 2 qtrs
60 DEUTSCHE BANK AG\ 2.6K +98.0 (+3.9%) 433.4K +171.5K (+65.5%) 0.04% -0.007 pp 0.00% +0.000 pp USD123.56 +33.2% 3 qtrs
61 MACKENZIE FINANCIAL CORP 2.3K +2.3K (+100.0%) 425.4K +425.4K (+100.0%) 0.03% +0.035 pp 0.00% +0.001 pp USD164.62 +0.0% 1 qtrs NEW
62 MANGROVE PARTNERS 2.6K +2.6K (+100.0%) 422.1K +422.1K (+100.0%) 0.04% +0.038 pp 0.03% +0.034 pp USD164.62 +0.0% 1 qtrs NEW
63 AUSTIN ASSET MANAGEMENT CO INC 2.5K +34.0 (+1.4%) 417.6K +159.0K (+61.5%) 0.04% -0.008 pp 0.07% +0.022 pp USD125.03 +31.7% 3 qtrs
64 SCISSORTAIL WEALTH MANAGEMENT, LLC 2.5K +— (+0.0%) 413.7K +154.0K (+59.3%) 0.04% -0.008 pp 0.09% +0.038 pp USD31.69 +419.5% 6 qtrs
65 INTEGRATED QUANTITATIVE INVESTMENTS LLC 2.3K -177.0 (-7.2%) 377.6K +122.3K (+47.9%) 0.03% -0.011 pp 0.08% +0.009 pp USD103.32 +59.3% 2 qtrs
66 FRANKLIN RESOURCES INC 2.3K +— (+0.0%) 370.6K +138.0K (+59.3%) 0.03% -0.007 pp 0.00% +0.000 pp USD103.32 +59.3% 2 qtrs
67 PHARVISION ADVISERS, LLC 2.1K -1.9K (-47.5%) 351.1K -68.6K (-16.3%) 0.03% -0.042 pp 0.18% -0.058 pp USD103.32 +59.3% 2 qtrs
68 METLIFE INVESTMENT MANAGEMENT, LLC 2.1K +— (+0.0%) 350.5K +130.5K (+59.3%) 0.03% -0.007 pp 0.00% +0.001 pp USD124.49 +32.2% 3 qtrs
69 PRICE T ROWE ASSOCIATES INC /MD/ 2.1K +2.1K (+100.0%) 340.0K +340.0K (+100.0%) 0.03% +0.031 pp 0.00% +0.000 pp USD164.62 +0.0% 3 qtrs
70 TEACHER RETIREMENT SYSTEM OF TEXAS 2.0K -436.0 (-17.9%) 328.7K +77.4K (+30.8%) 0.03% -0.014 pp 0.00% +0.000 pp USD103.32 +59.3% 2 qtrs
71 STERLING CAPITAL MANAGEMENT LLC 2.0K +1.9K (+24,312.5%) 321.5K +320.7K (+38,775.8%) 0.03% +0.029 pp 0.01% +0.005 pp USD164.45 +0.1% 3 qtrs
72 UBS ASSET MANAGEMENT AMERICAS INC 1.9K +1.9K (+100.0%) 319.4K +319.4K (+100.0%) 0.03% +0.029 pp 0.00% +0.000 pp USD164.62 +0.0% 3 qtrs
73 QUEST PARTNERS LLC 1.8K -877.0 (-33.2%) 290.7K +17.6K (+6.5%) 0.03% -0.022 pp 0.02% -0.002 pp USD116.05 +41.9% 3 qtrs
74 LOS ANGELES CAPITAL MANAGEMENT LLC 2.3K +2.3K (+100.0%) 290.7K +290.7K (+100.0%) 0.03% +0.035 pp 0.00% +0.001 pp USD164.62 +0.0% 1 qtrs NEW
75 PENSIONMARK FINANCIAL GROUP, LLC 1.6K +1.6K (+100.0%) 266.3K +266.3K (+100.0%) 0.02% +0.024 pp 0.00% +0.004 pp USD164.62 +0.0% 1 qtrs NEW
76 VESTMARK ADVISORY SOLUTIONS, INC. 1.6K +1.6K (+100.0%) 265.0K +265.0K (+100.0%) 0.02% +0.024 pp 0.00% +0.004 pp USD164.62 +0.0% 1 qtrs NEW
77 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 1.6K -23.0 (-1.4%) 264.1K +95.9K (+57.1%) 0.02% -0.006 pp 0.00% +0.000 pp USD124.49 +32.2% 3 qtrs
78 KLP KAPITALFORVALTNING AS 1.5K +— (+0.0%) 246.9K +92.0K (+59.3%) 0.02% -0.005 pp 0.00% +0.000 pp USD116.02 +41.9% 3 qtrs
79 DARK FOREST CAPITAL MANAGEMENT LP 1.4K +1.4K (+100.0%) 227.3K +227.3K (+100.0%) 0.02% +0.021 pp 0.01% +0.010 pp USD164.62 +0.0% 1 qtrs NEW
80 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 1.3K -769.0 (-36.6%) 218.9K +2.1K (+1.0%) 0.02% -0.018 pp 0.00% +0.000 pp USD124.49 +32.2% 3 qtrs
81 NEW YORK STATE COMMON RETIREMENT FUND 1.1K +— (+0.0%) 181.1K +67.4K (+59.3%) 0.02% -0.004 pp 0.00% +0.000 pp USD124.49 +32.2% 3 qtrs
82 VESTCOR INC 1.1K +— (+0.0%) 178.0K +67.0K (+60.4%) 0.02% -0.004 pp 0.01% +0.002 pp USD103.32 +59.3% 2 qtrs
83 1.0K +1.0K (+100.0%) 164.9K +164.9K (+100.0%) 0.02% +0.015 pp 0.10% +0.105 pp USD164.62 +0.0% 1 qtrs NEW
84 SG AMERICAS SECURITIES, LLC 911.00 +911.0 (+100.0%) 150.0K +150.0K (+100.0%) 0.01% +0.014 pp 0.00% +0.000 pp USD164.62 +0.0% 1 qtrs NEW
85 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 895.00 -181.0 (-16.8%) 147.3K +36.2K (+32.5%) 0.01% -0.006 pp 0.00% +0.000 pp USD118.65 +38.7% 3 qtrs
86 WEALTHCOLLAB, LLC 845.00 +— (+0.0%) 139.1K +51.8K (+59.3%) 0.01% -0.003 pp 0.06% +0.017 pp USD21.70 +658.6% 6 qtrs
87 ADVISOR GROUP HOLDINGS, INC. 810.00 +597.0 (+280.3%) 133.3K +111.0K (+496.8%) 0.01% +0.008 pp 0.00% +0.000 pp USD148.84 +10.6% 3 qtrs
88 LARSON FINANCIAL GROUP LLC 390.00 +4.0 (+1.0%) 64.2K +24.3K (+61.0%) 0.01% -0.001 pp 0.00% +0.001 pp USD23.16 +610.8% 6 qtrs
89 ROYAL BANK OF CANADA 358.00 +316.0 (+752.4%) 59.0K +55.0K (+1,375.0%) 0.01% +0.005 pp 0.00% +0.000 pp USD159.91 +2.9% 5 qtrs
90 AMERITAS INVESTMENT PARTNERS, INC. 290.00 -60.0 (-17.1%) 47.7K +11.6K (+32.0%) 0.00% -0.002 pp 0.00% +0.000 pp USD124.49 +32.2% 3 qtrs
91 STATE OF ALASKA, DEPARTMENT OF REVENUE 291.00 +— (+0.0%) 47.0K +17.0K (+56.7%) 0.00% -0.001 pp 0.00% +0.000 pp USD103.32 +59.3% 2 qtrs
92 CITIGROUP INC 275.00 -93.0 (-25.3%) 45.3K +7.2K (+19.1%) 0.00% -0.003 pp 0.00% +0.000 pp USD28.65 +474.6% 6 qtrs
93 TOWER RESEARCH CAPITAL LLC (TRC) 240.00 -490.0 (-67.1%) 39.5K -35.9K (-47.6%) 0.00% -0.010 pp 0.00% -0.001 pp USD91.60 +79.7% 6 qtrs
94 ISLAY CAPITAL MANAGEMENT, LLC 209.00 +209.0 (+100.0%) 34.4K +34.4K (+100.0%) 0.00% +0.003 pp 0.02% +0.020 pp USD164.62 +0.0% 1 qtrs NEW
95 BEAIRD HARRIS WEALTH MANAGEMENT, LLC 200.00 +— (+0.0%) 32.9K +12.3K (+59.3%) 0.00% -0.001 pp 0.00% +0.001 pp USD21.70 +658.6% 6 qtrs
96 QUARRY LP 142.00 -5.8K (-97.6%) 23.4K -586.9K (-96.2%) 0.00% -0.105 pp 0.00% -0.130 pp USD103.32 +59.3% 2 qtrs
97 ACADIAN ASSET MANAGEMENT LLC 130.00 +130.0 (+100.0%) 21.0K +21.0K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD164.62 +0.0% 3 qtrs
98 VISION FINANCIAL MARKETS LLC 118.00 +— (+0.0%) 19.4K +7.2K (+59.3%) 0.00% 0.000 pp 0.02% +0.009 pp USD103.31 +59.3% 2 qtrs
99 US BANCORP \DE\ 110.00 +2.0 (+1.9%) 18.1K +6.9K (+62.3%) 0.00% 0.000 pp 0.00% +0.000 pp USD104.43 +57.6% 2 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
5
Sells
0
Shares acquired
187.4K
Shares disposed
Cash buys
Cash sales
Net activity
+187,363
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
2026-04-23 Saunders Scott J Director A-Award A Restricted Stock Units (RSUs) 823 0.00 1,426 D
2026-04-23 Reed Michael Lee Director A-Award A Restricted Stock Units (RSUs) 823 0.00 1,426 D
2026-04-23 Jaumot Frank E Director A-Award A Restricted Stock Units (RSUs) 823 0.00 1,426 D
2026-04-23 Grenas Cheryl Yvonne Director A-Award A Restricted Stock Units (RSUs) 823 0.00 1,426 D
2026-04-09 Vo Thomas T. Director / Officer J-Other A Common Stock 184,071 0.00 2,027,267 I
2026-03-20 Jaumot Frank E Director P-Purchase A Common Stock 150 93.56 14.0K 150 D
2026-03-19 Hosseinion Warren Director / Officer P-Purchase A Common Stock 252 94.07 23.7K 7,765 D
2026-03-17 Spears Kelvin Director P-Purchase A Common Stock 10 94.46 944.60 32,137 D
2026-03-13 Montgomery Pamela W. Officer P-Purchase A Common Stock 79 88.87 7.0K 2,758 D
2026-03-11 Bates Jon Christian Officer M-Exempt A Restricted Stock Units 1,694 0.00 5,527 D
2026-03-11 Bamburg Wesley Shane Officer M-Exempt A Restricted Stock Units 2,411 0.00 2,411 D
2026-03-10 Vo Thomas T. Director / Officer M-Exempt A Restricted Stock Units 4,841 0.00 19,524 D
2026-03-10 Spears Kelvin Director F-InKind D Common Stock 82 86.22 7.1K 32,127 D
2026-03-10 Montgomery Pamela W. Officer M-Exempt A Common Stock 2,084 0.00 3,455 D
2026-03-10 Luqman Elisa V Officer F-InKind D Common Stock 784 86.22 67.6K 2,370 I
2026-03-10 Hosseinion Warren Director / Officer M-Exempt A Common Stock 6,293 0.00 10,787 D
2026-03-10 Chang Michael L. Officer M-Exempt A Restricted Stock Units 1,936 0.00 5,621 D
2026-03-10 Bates Jon Christian Officer M-Exempt A Common Stock 2,667 0.00 8,305 D
2025-11-25 Bates Jon Christian Officer P-Purchase A Common Stock 750 136.71 102.5K 5,638 D
2025-10-15 Bamburg Wesley Shane Officer 0 0.00 0
2025-07-14 Saunders Scott J Director A-Award A Restricted Stock Units (RSUs) 603 0.00 603 D
2025-07-14 Reed Michael Lee Director A-Award A Restricted Stock Units (RSUs) 603 0.00 603 D
2025-07-14 Jaumot Frank E Director A-Award A Restricted Stock Units (RSUs) 603 0.00 603 D
2025-07-14 Grenas Cheryl Yvonne Director A-Award A Restricted Stock Units (RSUs) 603 0.00 603 D
2025-04-08 Bates Jon Christian Officer P-Purchase A Common Stock 1,000 81.81 81.8K 4,888 D
2025-04-04 Vo Thomas T. Director / Officer F-InKind A Common Stock 895 72.10 64.5K 1,837,879 I
2025-04-04 Spears Kelvin Director F-InKind D Common Stock 34 72.10 2.5K 31,992 D
2025-04-04 Montgomery Pamela W. Officer F-InKind D Common Stock 24 72.10 1.7K 387 D
2025-04-04 Luqman Elisa V Officer F-InKind D Common Stock 266 72.10 19.2K 1,070 D
2025-04-04 Hosseinion Warren Director / Officer F-InKind D Common Stock 1,072 72.10 77.3K 3,422 D
2025-04-04 DeTillio Joshua Officer F-InKind D Common Stock 452 72.10 32.6K 6,481 D
2025-04-04 Chang Michael L. Officer F-InKind D Common Stock 266 72.10 19.2K 81,041 I
2025-03-10 Vo Thomas T. Director / Officer M-Exempt A Restricted Stock Units 10,000 0.00 20,000 D
2025-03-10 Spears Kelvin Director M-Exempt A Restricted Stock Units 120 0.00 406 D
2025-03-10 Montgomery Pamela W. Officer M-Exempt A Restricted Stock Units 2,500 0.00 5,000 D
2025-03-10 Luqman Elisa V Officer M-Exempt A Restricted Stock Units 2,500 0.00 5,000 D
2025-03-10 Hosseinion Warren Director / Officer M-Exempt A Restricted Stock Units 7,551 0.00 15,102 D
2025-03-10 Chang Michael L. Officer M-Exempt A Restricted Stock Units 2,500 0.00 5,000 D
2025-03-10 Bates Jon Christian Officer M-Exempt A Restricted Stock Units 3,500 0.00 6,500 D
2025-03-01 Vo Thomas T. Director / Officer M-Exempt A Common Stock 5,000 0.00 1,838,774 I
2025-03-01 Spears Kelvin Director M-Exempt A Common Stock 143 0.00 32,026 D
2025-03-01 Montgomery Pamela W. Officer M-Exempt A Common Stock 1,250 0.00 1,637 D
2025-03-01 Luqman Elisa V Officer M-Exempt A Common Stock 1,250 0.00 1,336 D
2025-03-01 Hosseinion Warren Director / Officer M-Exempt A Common Stock 3,776 0.00 4,494 D
2025-03-01 DeTillio Joshua Officer M-Exempt A Common Stock 2,125 0.00 6,933 D
2025-03-01 Chang Michael L. Officer M-Exempt A Common Stock 1,250 0.00 81,307 I
2025-03-01 Bates Jon Christian Officer M-Exempt A Common Stock 1,500 0.00 3,888 D
2025-01-08 Vo Thomas T. Director / Officer G-Gift A Common Stock 5,000 0.00 1,833,774 I
2024-09-06 Dogan Timur Officer P-Purchase A Common Stock 68,965 0.29 20.0K 197,310 D
2024-09-06 Dogan Meeshanthini Director / Officer P-Purchase A Common Stock 68,965 0.29 20.0K 1,655,429 D
2024-08-22 Bates Jon Christian Officer P-Purchase A Common Stock 1,350 21.46 29.0K 2,277
2024-08-20 DeTillio Joshua Officer P-Purchase A Common Stock 575 17.40 10.0K 4,808
2024-08-19 DeTillio Joshua Officer P-Purchase A Common Stock 1,300 17.85 23.2K 4,233
2024-07-12 Vo Thomas T. Director / Officer A-Award A Common Stock 22,709 0.00 1,828,774
2024-06-28 Vo Thomas T. Director / Officer A-Award A Restricted Stock Unit 150,000 0.00 150,000
2024-06-28 Montgomery Pamela W. Officer A-Award A Restricted Stock Unit 37,500 0.00 38,601
2024-06-28 Luqman Elisa V Officer A-Award A Restricted Stock Unit 37,500 0.00 37,500
2024-06-28 Hosseinion Warren Director / Officer A-Award A Restricted Stock Unit 113,265 0.00 113,265
2024-06-28 DeTillio Joshua Officer A-Award A Restricted Stock Unit 63,750 0.00 63,750
2024-06-28 Chang Michael L. Officer A-Award A Restricted Stock Unit 37,500 0.00 37,500
2024-06-28 Bates Jon Christian Officer A-Award A Restricted Stock Unit 45,000 0.00 48,301
2024-06-12 DeTillio Joshua Officer P-Purchase A Common Stock 20,000 0.54 10.8K 29,333
2024-05-30 Vo Thomas T. Director / Officer P-Purchase A Common Stock 2,986 0.66 2.0K 18,060,663
2024-05-29 Vo Thomas T. Director / Officer P-Purchase A Common Stock 3,768 0.68 2.6K 18,057,677
2024-05-28 Vo Thomas T. Director / Officer P-Purchase A Common Stock 48,394 0.70 33.9K 18,053,909
2024-05-13 Vo Thomas T. Director / Officer P-Purchase A Common Stock 17,330 0.69 12.0K 18,005,515
2024-04-11 Saunders Scott J Director 0 0.00 0
2024-03-12 Montgomery Pamela W. Officer M-Exempt D Restricted Stock Units 16,502 0.00 16,501
2024-03-12 Bates Jon Christian Officer M-Exempt A Common Stock 49,505 0.00 49.51 139,010
2024-02-28 Spears Kelvin Director D Common Stock 0 0.00 4,782,413
2023-11-20 Vo Thomas T. Director / Officer P-Purchase A Common Stock 275,200 0.23 62.2K 269,822,776
2023-11-17 Vo Thomas T. Director / Officer P-Purchase A Common Stock 224,800 0.23 51.7K 269,547,576
2023-11-15 DeTillio Joshua Officer P-Purchase A Common Stock 140,000 0.24 34.2K 140,000
2023-10-03 Hosseinion Warren Director / Officer G-Gift D Stock Options (Right to Buy) 50,000 1.50 75.0K 1,609,779
2023-10-02 DeTillio Joshua Officer 0 0.00 0
2023-09-22 Hosseinion Warren Director / Officer G-Gift D Common Stock 141,000 0.00 107,678
2023-08-31 Vo Thomas T. Director / Officer / 10% Owner P-Purchase A Common Stock 152,326 0.28 42.7K 269,322,776
2023-08-30 Vo Thomas T. Director / Officer / 10% Owner P-Purchase A Common Stock 305,947 0.31 94.8K 269,170,450
2023-08-29 Vo Thomas T. Director / Officer / 10% Owner P-Purchase A Common Stock 342,744 0.30 102.8K 268,864,503
2023-08-28 Vo Thomas T. Director / Officer / 10% Owner P-Purchase A Common Stock 198,983 0.28 55.7K 268,521,759
2023-06-23 Dogan Meeshanthini Director / Officer / 10% Owner A-Award A Stock Options (Right to Buy) 272,250 1.26 343.0K 272,250 D
2023-06-15 Bates Jon Christian Officer P-Purchase A Common Stock 20,000 0.42 8.3K 89,505
2023-06-14 Montgomery Pamela W. Officer P-Purchase A Common Stock 12,000 0.43 5.1K 28,502
2023-06-14 Creem Mitchell Director P-Purchase A Common Stock 50,000 0.43 21.4K 81,746
2023-06-13 Reed Michael Lee Director P-Purchase A Common Stock 10,000 0.43 4.3K 10,000
2023-06-13 Grenas Cheryl Yvonne Director P-Purchase A Common Stock 10,000 0.43 4.3K 10,000
2023-05-26 Vo Thomas T. Director / Officer / 10% Owner P-Purchase A Common Stock 18,028 0.49 8.8K 268,322,776
2023-05-25 Vo Thomas T. Director / Officer / 10% Owner P-Purchase A Common Stock 482,088 0.49 236.2K 268,304,748
2023-05-19 Vo Thomas T. Director / Officer / 10% Owner P-Purchase A Common Stock 385,000 0.58 223.3K 267,822,660
2023-05-18 Waters John J Director P-Purchase A Common Stock 50,000 0.47 23.5K 196,262
2023-05-18 Vo Thomas T. Director / Officer / 10% Owner P-Purchase A Common Stock 114,884 0.48 55.1K 267,437,660
2023-04-01 Stites Danniel Director I Common Stock 0 0.00 5,355,375
2023-04-01 Montgomery Pamela W. Officer M-Exempt A Common Stock 16,502 0.00 16,502
2023-04-01 Bates Jon Christian Officer A-Award A Restricted Stock Unit 148,515 0.00 148,515
2022-12-13 Premier Macy Management Holdings, LLC Director S-Sale D Class A Common Stock 43,880 2.06 90.6K 41,964,832
2022-12-12 Premier Macy Management Holdings, LLC Director S-Sale D Class A Common Stock 125,498 2.21 276.8K 42,008,712
2022-09-15 Hosseinion Warren Director / Officer S-Sale A Common Stock 70,000 2.36 165.2K 248,975
2022-09-15 Bowen Michael Officer S-Sale A Common Stock 9,517 2.40 22.8K 437,105
2022-09-14 Hosseinion Warren Director / Officer S-Sale A Common Stock 130,000 2.46 319.8K 318,975
2022-09-14 Bowen Michael Officer S-Sale A Common Stock 483 2.60 1.3K 446,622
2022-09-07 Hosseinion Warren Officer S-Sale A Common Stock 150,000 2.84 426.4K 448,975
2022-09-02 Hosseinion Warren Director / Officer S-Sale A Common Stock 180,000 2.48 447.0K 798,975
2022-09-01 Hosseinion Warren Officer S-Sale A Common Stock 100,000 2.79 278.8K 698,975
2022-07-08 Bates Jon Christian Officer 0 0.00 0
2022-06-20 Waters John J Director C-Conversion D Convertible Promissory Note 100,000 100,000.00 10.00B 0
2022-05-10 Vo Thomas T. Director / Officer G-Gift A Common Stock 21,429 0.00 267,706,960
2022-05-09 Waters John J Director A-Award A Restricted Stock 21,851 3.89 85.0K 21,851
2022-05-09 Reed Michael Lee Director J-Other D Restricted Stock 21,208 0.00 0
2022-05-09 Grenas Cheryl Yvonne Director J-Other D Restricted Stock 19,280 0.00 0
2022-05-09 Creem Mitchell Director A-Award A Restricted Stock 21,208 3.89 82.5K 21,208
2022-05-05 Hosseinion Warren Officer G-Gift D Common Stock 102,888 0.00 1,048,675
2022-04-02 Schimmel Lawrence Officer C-Conversion D Convertible Promissory Note 30,375 1.55 47.1K 0
2022-04-01 Young Matthew Stephen Director 0 0.00 0
2022-04-01 Waters John J Director A-Award A Director Stock Option (right to buy) 182,000 2.75 500.5K 442,824
2022-04-01 Vo Thomas T. Director / Officer 0 0.00 0
2022-04-01 Schimmel Lawrence Officer A-Award A Officer Stock Option (right to buy) 200,000 2.75 550.0K 265,684
2022-04-01 STERNBERG FREDERICK Officer A-Award A Officer Stock Option (right to buy) 75,000 2.75 206.3K 75,000
2022-04-01 Reed Michael Lee Director 0 0.00 0
2022-04-01 Pufal Claudia Denise Officer 0 0.00 0
2022-04-01 Premier Macy Management Holdings, LLC 10% Owner D Common Stock 0 0.00 42,134,210
2022-04-01 Montgomery Pamela W. Officer 0 0.00 0
2022-04-01 Micro Hospital Holding LLC 10% Owner D Common Stock 0 0.00 267,728,389
2022-04-01 Luqman Elisa V Officer A-Award A Officer Stock Option (right to buy) 150,000 2.75 412.5K 667,106
2022-04-01 Hosseinion Warren Officer A-Award A Director Stock Option (right to buy) 1,900,000 2.75 5.23M 2,723,590
2022-04-01 Grenas Cheryl Yvonne Director 0 0.00 0
2022-04-01 Creem Mitchell Director A-Award A Director Stock Option (right to buy) 182,000 2.75 500.5K 312,120
2022-04-01 Chang Michael L. Officer 0 0.00 0
2022-04-01 Bowen Michael Officer A-Award A Officer Stock Option (right to buy) 200,000 2.75 550.0K 200,000
2022-04-01 Barnett Andrew Officer A-Award A Officer Stock Option (right to buy) 150,000 2.75 412.5K 150,000
2021-10-01 Nguyen Anh Officer D Common Stock 0 0.00 683,134
2021-02-26 Dominis-Embree AHA Investor, LLC 10% Owner D Common Stock 0 0.00 6,473,483
2021-02-25 Hosseinion Warren Director / Officer J-Other A Common Stock 894,209 2.04 1.82M 1,151,563
2021-02-25 Chan Robert Director D Common Stock 0 0.00 4,389,691
2021-02-25 Bowen Michael Officer D Common Stock 0 0.00 447,105
2021-02-25 Barnett Andrew Officer I Common Stock 0 0.00 1,709,896
2021-01-28 Waters John J Director A-Award A Director Stock Option (right to buy) 45,000 1.61 72.5K 147,800
2021-01-28 Schimmel Lawrence Officer A-Award A Common Stock 107,692 0.65 70.0K 234,047
2021-01-28 Meiri David Director A-Award A Director Stock Option (right to buy) 45,000 1.61 72.5K 130,120
2021-01-28 Luqman Elisa V Director / Officer A-Award A Common Stock 1,500 1.61 2.4K 12,870
2021-01-28 Hosseinion Warren Director / 10% Owner A-Award A 600,000 600,000 1.61 966.0K 800,000
2021-01-28 Fawcett Mark Director J-Other A Common Stock 268,263 2.04 547.3K 277,259
2021-01-28 Creem Mitchell Director A-Award A Director Stock Option (right to buy) 45,000 1.61 72.5K 130,120
2021-01-28 Breslin Terence Martin Director / 10% Owner A-Award A Director Stock Option (right to buy) 45,000 1.61 72.5K 130,120
2020-08-12 Waters John J Director P-Purchase A Common Stock 31,746 20,000.00 634.92M 31,746
2020-08-12 Meiri David Director P-Purchase A Common Stock 31,746 20,000.00 634.92M 266,627
2020-08-12 Hosseinion Warren Director D-Return A Common Stock 31,746 20,000.00 634.92M 237,521
2020-08-12 Creem Mitchell Director P-Purchase A Common Stock 31,746 20,000.00 634.92M 31,746
2020-08-12 Breslin Terence Martin Director / 10% Owner P-Purchase A Common Stock 31,746 20,000.00 634.92M 724,496
2020-08-05 Fawcett Mark Director P-Purchase A Director Stock Option (right to buy) 85,120 0.00 85,120
2020-07-13 Margolin Jacob Director P-Purchase A Common Stock 228,346 179,800.00 41.06B 574,998
2020-06-30 Schimmel Lawrence Officer P-Purchase A Common Stock 44,828 65,000.00 2.91B 126,355
2020-06-30 Margolin Jacob Director P-Purchase A Common Stock 31,034 45,000.00 1.40B 349,652
2020-05-11 Waters John J Director A-Award A Director Stock Option (right to buy) 50,000 1.50 75.0K 174,283
2020-05-11 Schimmel Lawrence Officer A-Award A Officer Stock Option (right to buy) 30,000 1.50 45.0K 45,168
2020-05-11 Meiri David Director A-Award A Director Stock Option (right to buy) 30,000 1.50 45.0K 85,120
2020-05-11 Margolin Jacob Director A-Award A Director Stock Option (right to buy) 30,000 1.50 45.0K 30,000
2020-05-11 Luqman Elisa V Director / Officer A-Award A Director Stock Option (right to buy) 50,000 1.50 75.0K 117,106
2020-05-11 Hosseinion Warren Director A-Award A Director Stock Option (right to buy) 100,000 1.50 150.0K 221,590
2020-05-11 Fawcett Mark Director A-Award A Director Stock Option (right to buy) 30,000 1.50 45.0K 88,718
2020-05-11 Creem Mitchell Director A-Award A Director Stock Option (right to buy) 30,000 1.50 45.0K 85,120
2020-05-11 Breslin Terence Martin Director / 10% Owner A-Award A Director Stock Option (right to buy) 30,000 1.50 45.0K 85,120
2020-01-27 Waters John J Director A-Award A Director Stock Option (right to buy) 7,800 1.50 11.7K 7,800
2020-01-27 Schimmel Lawrence Director / Officer A-Award A Officer Stock Option (right to buy) 6,288 1.50 9.4K 6,288
2020-01-27 Meiri David Director A-Award A Director Stock Option (right to buy) 45,000 1.50 67.5K 45,000
2020-01-27 Luqman Elisa V Director / Officer A-Award A Officer Stock Option (right to buy) 61,706 1.50 92.6K 61,706
2020-01-27 Hosseinion Warren Director P-Purchase A Director Stock Option (right to buy) 100,000 1.50 150.0K 100,000
2020-01-27 Fawcett Mark Director A-Award A Director Stock Option (right to buy) 45,000 1.50 67.5K 58,718
2020-01-27 Creem Mitchell Director A-Award A Director Stock Option (right to buy) 45,000 1.50 67.5K 55,120
2020-01-27 Breslin Terence Martin Director A-Award A Director Stock Option (right to buy) 45,000 1.50 67.5K 45,000
2019-11-19 Waters John J Director P-Purchase A Warrant 50,000 5.56 278.0K 110,236
2019-11-15 Waters John J Director P-Purchase A Warrant 16,250 1.25 20.3K 42,250
2019-10-29 Waters John J Director D Common Stock 0 0.00 0
2019-10-29 Schimmel Lawrence Director / Officer I Common Stock 0 0.00 5,598
2019-10-29 Meiri David Director D Common Stock 0 0.00 234,881
2019-10-29 Margolin Jacob Director / Officer D Common Stock 0 0.00 315,618
2019-10-29 Luqman Elisa V Director / Officer D Common Stock 0 0.00 10,000
2019-10-29 Hosseinion Warren Director D Common Stock 0 0.00 151,801
2019-10-29 Fawcett Mark Director D Common Stock 0 0.00 8,996
2019-10-29 Creem Mitchell Director D Common Stock 0 0.00 0
2019-10-29 Breslin Terence Martin Director / 10% Owner D Common Stock 0 0.00 692,750
2019-08-05 Schimmel Lawrence Director / Officer D Options 1,414 5.56 7.9K 0
2019-08-05 Meiri David Director D Options 10,120 5.56 56.3K 0
2019-08-05 Fawcett Mark Director D Options 10,120 5.56 56.3K 0
2019-08-05 Creem Mitchell Director D Options 10,120 5.56 56.3K 0
2019-08-05 Breslin Terence Martin Director / 10% Owner D Options 10,120 5.56 56.3K 0
2019-04-20 Hosseinion Warren Director I Warrants 21,590 6.67 144.0K 0
2019-04-20 Fawcett Mark Director D Warrants 3,598 6.67 24.0K 0
2019-03-21 Fawcett Mark Director P-Purchase A Warrants to Puchase common stock 3,598 6.67 24.0K 3,598
2019-03-19 Hosseinion Warren Director / Officer P-Purchase A Warrants to Puchase common stock 21,590 6.67 144.0K 21,590
2017-02-14 Shepherd Kathleen Officer D Common Stock 0 0.00 3,750,000
2017-02-14 Robinson Jerry Officer I Common Stock 0 0.00 3,750,000
2015-12-31 Welch Rory Officer / 10% Owner 0 0.00 0
2015-11-04 Welch Rory Officer / 10% Owner D COMMON STOCK 0 0.00 10,000,000
2014-06-30 Salerno John Director / Officer / 10% Owner G-Gift D Common Stock 70,000 0.00 5,000,000
2014-06-30 Luqman Elisa V Director / Officer / 10% Owner G-Gift D Common Stock 470,000 0.00 5,000,000
2010-07-21 Waters John J Director A-Award A Employee Stock Option (right to buy) 500,000 0.10 50.0K 500,000
2010-07-21 Dempster George G Director A-Award A Employee Stock Option (right to buy) 113,000 0.10 11.3K 113,000
2010-07-21 CHARLES JAMES J Director A-Award A Employee Stock Option (right to buy) 59,000 0.10 5.9K 59,000
2010-03-01 Waters John J Director 0 0.00 0
2010-03-01 Salerno John Director / Officer / 10% Owner D Common Stock 0 0.00 5,470,000

Executive team

Top executives
EBIT / Employee
333.8K
Shares Outstanding
5.95M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Thomas T. Vo Chief Executive Officer 1.00M 504.9K 22.6K 2.20M 0.00%
2 2025 Warren Hosseinion President 755.1K 382.4K 62.0K 1.71M 0.00%
3 2025 Joshua DeTillio Former Chief Operating Officer 269.7K 297.5K 30.2K 952.1K 0.00%
4 2025 Jon Bates Chief Financial Officer 350.0K 279.9K 54.7K 923.2K 0.00%
5 2025 Michael Chang Chief Medical Officer 6) 394.2K 129.9K 25.0K 716.6K 0.00%
6 2025 Wesley Bamburg Current Chief Operating Officer 79.8K 25.0K 1.2K 106.0K 0.00%
7 2024 Warren Hosseinion President 755.1K 49.7K 865.9K 0.00%
8 2024 Joshua DeTillio Chief Operating Officer 434.8K 297.5K 43.9K 810.7K 0.00%
9 2024 Thomas T. Vo Chief Executive Officer 557.7K 23.5K 662.2K 0.00%
10 2024 Joshua DeTillio Former Chief Operating Officer 434.8K 43.9K 513.2K 0.00%
11 2024 Jon Bates Chief Financial Officer 324.7K 53.2K 407.6K 0.00%
12 2024 Michael Chang Chief Medical Officer 6) 250.0K 28.6K 298.9K 0.00%
13 2023 Thomas T. Vo Chief Executive Officer 1.00M 20.4K 1.02M 0.00%
14 2023 Warren Hosseinion President 711.5K 24.5K 736.0K 0.00%
15 2023 Jon Bates Chief Financial Officer 300.0K 49.2K 418.7K 0.00%
16 2023 Michael Chang Chief Medical Officer 6) 250.0K 22.8K 272.8K 0.00%
17 2023 Joshua DeTillio Former Chief Operating Officer 98.1K 9.2K 107.3K 0.00%
18 2023 Joshua DeTillio Chief Operating Officer 98.1K 9.2K 107.3K 0.00%
19 2022 Warren Hosseinion President 686.4K 1.96M 25.5K 2.67M 73.36%
20 2022 Warren Hosseinion MD, President 686.4K 1.96M 25.5K 2.67M 73.36%
21 2022 Thomas T. Vo, MD, MBA, Chief Executive Officer 931.8K 6.4K 938.2K 0.00%
22 2022 Thomas T. Vo Chief Executive Officer 931.8K 6.4K 938.2K 0.00%
23 2022 Michael Bowen 230.1K 456.0K 642.6K 70.96%
24 2022 Elisa Luqman, ESQ., MBA Chief Legal Officer – SEC 251.3K 342.0K 593.3K 57.64%
25 2022 Pamela Montgomery, ESQ., LL.M, MSN, BSN, RN Chief Legal Officer – Healthcare 247.6K 12.5K 15.3K 275.4K 0.00%
26 2022 Jon Bates, MBA, CPA Chief Financial Officer 150.0K 2.9K 152.9K 0.00%
27 2022 Jon Bates Chief Financial Officer 150.0K 2.9K 152.9K 0.00%
28 2021 Warren Hosseinion MD, President 342.8K 150.0K 964.6K 375.3K 1.31M 73.78%
29 2021 Elisa Luqman, ESQ., MBA Chief Legal Officer – SEC 157.6K 125.0K 643.1K 928.1K 69.29%
30 2021 Thomas T. Vo, MD, MBA, Chief Executive Officer 251.3K 6.4K 257.7K 0.00%
31 2021 Pamela Montgomery, ESQ., LL.M, MSN, BSN, RN Chief Legal Officer – Healthcare 143.9K 86.4K 14.0K 244.3K 0.00%
32 2021 Michael Bowen 167.5K 50.0K 217.5K 0.00%
33 2020 Elisa Luqman, ESQ., MBA Chief Legal Officer – SEC 133.2K 217.3K 350.6K 62.00%
34 2020 Warren Hosseinion MD, President 338.6K 338.6K 100.00%
35 2020 Pamela Montgomery, ESQ., LL.M, MSN, BSN, RN Chief Legal Officer – Healthcare 143.9K 62.0K 8.8K 214.7K 0.00%
36 2020 Thomas T. Vo, MD, MBA, Chief Executive Officer 151.3K 7.5K 158.8K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-13 DEFA14A
2026-03-13 DEF 14A
2025-06-27 DEFA14A
2025-06-27 DEFA14A
2025-06-03 DEFA14A
2025-06-02 DEFA14A
2025-06-02 DEF 14A
2025-05-22 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 SC 13G/A
2026-04-30 8-K
2026-04-30 10-Q
2026-04-27 SC 13G
2026-04-24 4
2026-04-24 4
2026-04-24 4
2026-04-24 4
2026-04-23 8-K
2026-04-10 4

Executive team

NameTitleCompensationGender
Thomas T. Vo Chairman of the Board & Chief Executive Officer 2M
Warren Hosseinion President & Director 1M
Jon C. Bates Chief Financial Officer 684.5K male
Michael Chang Chief Medical Officer 549.1K
Wesley Bamburg FACHE Chief Operating Officer 392.7K male
Pamela W. Montgomery Chief Legal Officer of Healthcare & Board Secretary 275.4K female
Elisa Michael Luqman Chief Legal Officer of SEC 251.3K female
Sarah Wallace Director of Human Resources female
LaTanya Brackens Director of Compliance female
Trent Bordwell Corporate Controller
Vivian Sanders Director of Marketing female
LaChoenda Rosales Director of Treasury female
ESG Rating
B+
MEDICAL - HEALTHCARE INFORMATION SERVICES
2026
E (Environmental)
54.0 / 63.0
Company / Sector avg.
S (Social)
59.3 / 69.8
Company / Sector avg.
G (Governance)
58.7 / 68.0
Company / Sector avg.
ESG Total
57.3 / 66.9
Company / Sector avg.
ESG Score History MEDICAL - HEALTHCARE INFORMATION SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend history

Earnings history

Earnings reports

Stock splits