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Orion Energy Systems, Inc. (OESX)
USD9.90
-0.28 (-2.70%)
US NASDAQ Industrials Electrical Equipment & Parts
Address
2210 Woodland Drive 54220
Manitowoc, WI, US
Manitowoc, WI, US
CEO
Sally A. Washlow
Website
orionlighting.com
IPO
2007-12-19
CIK 1409375 ISIN US6862752077
Description
Orion Energy Systems, Inc. specializes in the comprehensive development, manufacturing, and implementation of energy management solutions, catering to commercial offices, retail spaces, industrial facilities, and exterior lighting needs throughout North America. Its operations are structured across three key segments: Orion Services Group, Orion Distribution Services, and Orion U.S. Markets. The company's product range includes interior LED high-bay luminaires, sophisticated smart building control systems that provide both lighting management and valuable data analytics for facility operators, and LED troffer door retrofits designed for grid ceilings in office and retail environments. Additionally, Orion supplies a diverse portfolio of LED and High-Intensity Fluorescent (HIF) lighting solutions addressing needs in agribusiness, parking lots, roadways, general retail, mezzanines, and various outdoor settings, also serving the private label market. Complementing its product offerings, Orion provides comprehensive maintenance, repair, and component replacement services. It also delivers a wide array of energy management services: site evaluations, on-site field verification, assistance with securing utility incentives and government subsidies, detailed engineering design, project oversight, installation coordination, facility commissioning, and environmentally responsible recycling initiatives. Furthermore, the company actively supplies the aftermarket with replacement lamps and fixture parts. Orion reaches its clientele through a multifaceted distribution network, including direct sales, independent sales agencies, third-party distributors, national and regional account end-users, federal and state government contracts, electrical distributors, electrical contractors, and energy service providers. Founded in 1996, Orion Energy Systems, Inc. maintains its headquarters in Manitowoc, Wisconsin.
News Sentiment (7d)
Based on only 1 article — 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
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD9.90
-0.28 (-2.70%)
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Volume Profile
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Liquidity & share structure
Average Volume
50.7K
Beta
0.75
Float Shares
3.38M
Free Float %
98.9%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.44% | -6.15% | +0.11% | -19.51% | -48.80% | -40.44% | +51.16% | -38.93% | -84.68% | -30.61% | -95.72% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (9 ratings, all time)
Buy
Price Targets & DCF
Current price
9.90
Ratings Trend (MoM)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 2 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
-1.32
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
1 / 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
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Electrical Equipment & Parts: +13.1%+108,161.4% ★ Q1'26: +413,170.5% (vs Q1'25)
-
EPS growth Electrical Equipment & Parts: +22.4%+75.3% ★ Q1'26: +55.7% (vs Q1'25)
-
FCF margin FCF growth · Electrical Equipment & Parts: +27.2%-1.1% Q1'26: -2.2% (vs Q1'25)
-
EBIT margin Electrical Equipment & Parts: +8.2%+0.0% Q1'26: +0.0% (vs Q1'25)
-
ROIC Electrical Equipment & Parts: +6.4%+0.0% Q1'26: +0.0% (vs Q1'25)
-
Share dilution Electrical Equipment & Parts: +0.0%+8.5% Q1'26: +17.6% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Electrical Equipment & Parts: -0.54×0.00× Q1'26: 0.00× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Mar 2010 actual |
Mar 2011 actual |
Mar 2012 actual |
Mar 2015 actual |
Mar 2016 actual |
Mar 2017 actual |
Mar 2018 actual |
Mar 2019 actual |
Mar 2020 actual |
Mar 2021 actual |
Mar 2022 actual |
Mar 2023 actual |
Mar 2024 actual |
Mar 2025 actual |
Mar 2026 2 Rev. Ana. 1 EPS Ana. |
Mar 2027 2 Rev. Ana. 1 EPS Ana. |
Mar 2028 1 Rev. Ana. 1 EPS Ana. |
Mar 2029 1 Rev. Ana. 1 EPS Ana. |
Mar 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
65.42M
est: 51.25M (+27.6%)
|
89.71M
est: 61.72M (+45.3%)
|
100.56M
est: 134.68M (-25.3%)
|
72.21M
est: 72.53M (-0.4%)
|
67.64M
est: 68.43M (-1.2%)
|
70.21M
est: 70.11M (+0.1%)
|
60.30M
est: 61.48M (-1.9%)
|
65.75M
est: 62.50M (+5.2%)
|
150.84M
est: 153.01M (-1.4%)
|
116.84M
est: 120.44M (-3.0%)
|
124.38M
est: 128.63M (-3.3%)
|
77.38M
est: 78.34M (-1.2%)
|
90.58M
est: 92.87M (-2.5%)
|
79.72M
est: 80.05M (-0.4%)
|
84.68M
84.15M – 85.20M
+5.8% YoY
|
95.93M
95.04M – 96.81M
+13.3% YoY
|
109.73M
108.91M – 110.55M
+14.4% YoY
|
123.59M
122.66M – 124.51M
+12.6% YoY
|
137.99M
136.95M – 139.01M
+11.6% YoY
|
| EBITDA |
-2.21M
est: 2.98M (-174.0%)
|
2.78M
est: 2.54M (+9.3%)
|
5.64M
est: 7.20M (-21.6%)
|
-27.32M
est: -304.64M (+91.0%)
|
-15.63M
est: -10.59M (-47.5%)
|
-10.11M
est: -3.21M (-214.9%)
|
-10.71M
est: -2.81M (-280.5%)
|
-4.47M
est: -2.86M (-56.1%)
|
14.46M
est: -7.00M (+306.5%)
|
8.13M
est: -5.51M (+247.4%)
|
9.88M
est: -5.89M (+267.9%)
|
-14.00M
est: -3.59M (-290.5%)
|
-8.38M
est: -4.25M (-97.2%)
|
-8.32M
est: -3.66M (-127.1%)
|
-3.88M
-3.90M – -3.85M
-5.8% YoY
|
-4.39M
-4.43M – -4.35M
-13.3% YoY
|
-5.02M
-5.06M – -4.98M
-14.4% YoY
|
-5.66M
-5.70M – -5.61M
-12.6% YoY
|
-6.32M
-6.36M – -6.27M
-11.6% YoY
|
| EBIT |
-5.28M
est: -2.63M (-101.0%)
|
-495.0K
est: -5.39M (+90.8%)
|
1.40M
est: 1.68M (-16.6%)
|
-31.64M
est: -354.00M (+91.1%)
|
-19.79M
est: -18.58M (-6.5%)
|
-12.39M
est: -4.74M (-161.4%)
|
-12.72M
est: -4.16M (-206.0%)
|
-6.17M
est: -4.22M (-46.0%)
|
12.90M
est: -10.34M (+224.7%)
|
6.65M
est: -8.14M (+181.6%)
|
8.33M
est: -8.69M (+195.8%)
|
-16.02M
est: -5.30M (-202.6%)
|
-10.88M
est: -6.28M (-73.3%)
|
-10.73M
est: -5.41M (-98.4%)
|
-5.72M
-5.76M – -5.69M
-5.8% YoY
|
-6.48M
-6.54M – -6.42M
-13.3% YoY
|
-7.42M
-7.47M – -7.36M
-14.4% YoY
|
-8.35M
-8.42M – -8.29M
-12.6% YoY
|
-9.33M
-9.40M – -9.26M
-11.6% YoY
|
| Net Income |
-4.19M
est: -49.6K (-8,340.1%)
|
1.20M
est: -3.28M (+136.6%)
|
483.0K
est: 1.32M (-63.5%)
|
-32.06M
est: -361.13M (+91.1%)
|
-20.13M
est: -19.01M (-5.9%)
|
-12.29M
est: -11.38M (-8.0%)
|
-13.13M
est: -15.76M (+16.7%)
|
-6.67M
est: -7.66M (+12.9%)
|
12.46M
est: 14.94M (-16.6%)
|
26.13M
est: 7.55M (+246.1%)
|
6.09M
est: 7.55M (-19.3%)
|
-34.34M
est: -32.39M (-6.0%)
|
-11.67M
est: -886.6K (-1,216.3%)
|
-11.80M
est: -10.72M (-10.0%)
|
-1.07M
-1.22M – -746.9K
+90.0% YoY
|
1.52M
-547.2K – 3.83M
+242.0% YoY
|
1.18M
1.17M – 1.19M
-22.2% YoY
|
2.79M
2.76M – 2.82M
+136.1% YoY
|
4.50M
4.45M – 4.54M
+61.2% YoY
|
| SGA |
25.43M
est: 49.22M (-48.3%)
|
25.17M
est: 41.97M (-40.0%)
|
27.00M
est: 37.99M (-28.9%)
|
28.20M
est: 21.34M (+32.2%)
|
27.96M
est: 44.91M (-37.8%)
|
27.61M
est: 20.62M (+33.9%)
|
25.04M
est: 18.09M (+38.4%)
|
19.34M
est: 18.38M (+5.2%)
|
22.30M
est: 45.01M (-50.5%)
|
21.60M
est: 35.43M (-39.0%)
|
23.31M
est: 37.84M (-38.4%)
|
30.88M
est: 23.05M (+34.0%)
|
29.73M
est: 27.32M (+8.8%)
|
29.60M
est: 23.55M (+25.7%)
|
24.91M
24.75M – 25.06M
+5.8% YoY
|
28.22M
27.96M – 28.48M
+13.3% YoY
|
32.28M
32.04M – 32.52M
+14.4% YoY
|
36.36M
36.08M – 36.63M
+12.6% YoY
|
40.59M
40.29M – 40.89M
+11.6% YoY
|
| EPS |
-1.90
est: -0.26 (-645.1%)
|
0.50
est: 0.07 (+669.2%)
|
0.20
est: 0.22 (-9.1%)
|
-14.30
est: -1.23 (-1,059.5%)
|
-7.30
est: -4.20 (-73.8%)
|
-4.40
est: -3.47 (-26.9%)
|
-4.60
est: -4.80 (+4.2%)
|
-2.30
est: -2.33 (+1.4%)
|
4.10
est: 4.55 (-9.9%)
|
8.50
est: 2.30 (+269.6%)
|
1.96
est: 2.30 (-14.8%)
|
-10.80
est: -9.87 (-9.5%)
|
-3.60
est: -0.27 (-1,232.9%)
|
-3.60
est: -3.27 (-10.2%)
|
-0.30
-0.37 – -0.23
+90.7% YoY
|
0.50
-0.17 – 1.17
+264.8% YoY
|
0.36
0.36 – 0.36
-28.0% YoY
|
0.85
0.84 – 0.86
+136.1% YoY
|
1.37
1.36 – 1.38
+61.2% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-27 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-26 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-22 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-21 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-20 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-19 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-18 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-15 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-14 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-13 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-12 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-11 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-08 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-07 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-06 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-05 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-04 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-01 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-30 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-29 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-28 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-27 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-24 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-23 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-22 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-21 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-20 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-17 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-16 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-843.4K
OE per share TTM
-0.26
Owner's Yield
-2.57%
Maintenance CapEx ratio
266.23%
Maint CapEx / Avg PPE
11.6%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
35
Total invested
17.24M
Insider transactions (90d)
0
Beneficial owners (>5%)
21
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | North Star Investment Management Corporation | 3.59M | 11.50% | 1.98M | — | 1.98M | 1.61M | IA | Delaware | 2022-01-07 | ↗ |
| 2 | Neal R. Verfuerth | 2.20M | 9.60% | 2.20M | — | 2.20M | — | IN | United States | 2012-02-06 | ↗ |
| 3 | 20-2956186 | 2.09M | 6.50% | — | 2.09M | — | 2.09M | IA | Washington | 2023-01-25 | ↗ |
| 4 | 13-3127734 | 2.01M | 6.46% | 1.59M | — | 2.01M | — | HC | Delaware | 2022-02-11 | ↗ |
| 5 | 26-0385758 | 2.01M | 6.46% | 1.59M | — | 2.01M | — | IA | Delaware | 2022-02-11 | ↗ |
| 6 | #13-2884675 | 1.91M | 5.89% | 202.8K | — | 1.91M | — | IA | — | 2023-12-07 | ↗ |
| 7 | # 02-0712418. | 1.81M | 1.00% | 1.74M | — | 1.81M | — | IA | Delaware | 2019-05-10 | ↗ |
| 8 | DAVID L. KANEN | 1.65M | 5.30% | — | — | — | 1.65M | IN | — | 2022-09-30 | ↗ |
| 9 | KANEN WEALTH MANAGEMENT, LLC | 1.65M | 5.30% | — | — | — | 1.65M | IA, OO | — | 2022-09-30 | ↗ |
| 10 | 98-0418059 | 1.46M | 5.41% | — | — | — | — | OO | Cayman Islands | 2008-07-28 | ↗ |
| 11 | ANTHONY L. DAVIS | 1.46M | 5.41% | — | — | — | — | HC, IN | United States of America | 2008-07-28 | ↗ |
| 12 | KEVIN M. ULRICH | 1.46M | 5.41% | — | — | — | — | HC, IN | Canada | 2008-07-28 | ↗ |
| 13 | PVAM Holdings Ltd. | 1.41M | 11.00% | — | 1.41M | — | 1.41M | CO | United Kingdom | 2015-12-23 | ↗ |
| 14 | PVAM Perlus Microcap Fund L.P. | 1.41M | 11.00% | — | 1.41M | — | 1.41M | PN | Jersey, Channel Islands | 2015-12-23 | ↗ |
| 15 | Pacific View Asset Management (UK) LLP | 1.41M | 11.00% | — | 1.41M | — | 1.41M | PN | United Kingdom | 2015-12-23 | ↗ |
| 16 | Adirondack Research and Management, Inc. | 1.33M | 4.60% | 1.33M | — | 1.33M | — | IA | New York | 2018-02-08 | ↗ |
| 17 | PHILOTIMO FUND, LP | 1.11M | 3.60% | — | — | — | 1.11M | IA, PN | — | 2022-09-30 | ↗ |
| 18 | PHILOTIMO FOCUSED GROWTH AND INCOME FUND | 533.8K | 1.70% | — | — | — | 533.8K | IA, OO | — | 2022-09-30 | ↗ |
| 19 | (1) BlackRock, Inc. | 348.6K | 1.10% | 348.6K | — | 348.6K | — | HC | Delaware | 2021-07-12 | ↗ |
| 20 | BNP PARIBAS ASSET MANAGEMENT UK Ltd. | — | 11.00% | — | — | — | — | IA | UNITED KINGDOM | 2022-01-04 | ↗ |
| 21 | Winslow Management Company, LLC | — | 0.00% | — | — | — | — | IA | U.S., Delaware | 2009-02-17 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
35
+9 vs prev Q
New positions
13
Closed positions
4
Increased
23
Reduced
3
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 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 407.5K +24.0K (+6.3%) | 6.27M +2.9M (+86.6%) | 11.93% +0.703 pp | 0.39% +0.177 pp | USD9.15 +68.1% | 2 qtrs — |
| 2 | TIETON CAPITAL MANAGEMENT, LLC | 256.2K +1.6K (+0.6%) | 3.94M +1.7M (+76.7%) | 7.41% -0.045 pp | 1.35% +0.574 pp | USD8.80 +74.8% | 2 qtrs — |
| 3 | GRACE & WHITE INC /NY | 221.0K -73.6K (-25.0%) | 3.40M +818.3K (+31.7%) | 6.39% -2.233 pp | 0.61% +0.151 pp | USD8.76 +75.6% | 2 qtrs — |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 134.8K +506.0 (+0.4%) | 2.07M +896.7K (+76.2%) | 3.90% -0.033 pp | 0.00% +0.002 pp | USD8.78 +75.2% | 2 qtrs — |
| 5 | VANGUARD GROUP INC | 130.0K +4.4K (+3.5%) | 2.00M +901.7K (+82.2%) | 3.76% +0.084 pp | 0.00% +0.000 pp | USD8.99 +71.1% | 2 qtrs — |
| 6 | SEI INVESTMENTS CO | 60.7K +60.7K (+100.0%) | 933.8K +933.8K (+100.0%) | 1.76% +1.756 pp | 0.00% +0.001 pp | USD15.38 +0.0% | 1 qtrs NEW |
| 7 | US BANCORP \DE\ | 58.6K -38.3K (-39.5%) | 900.6K +52.4K (+6.2%) | 1.71% -1.120 pp | 0.00% +0.000 pp | USD8.76 +75.6% | 2 qtrs — |
| 8 | MARSHALL WACE, LLP | 45.9K +45.9K (+100.0%) | 705.9K +705.9K (+100.0%) | 1.33% +1.327 pp | 0.00% +0.001 pp | USD15.38 +0.0% | 1 qtrs NEW |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 35.0K -3.1K (-8.1%) | 538.3K +205.3K (+61.7%) | 1.01% -0.103 pp | 0.00% +0.000 pp | USD8.76 +75.6% | 2 qtrs — |
| 10 | BLACKROCK, INC. | 24.2K +— (+0.0%) | 372.3K +160.3K (+75.6%) | 0.70% -0.009 pp | 0.00% +0.000 pp | USD8.76 +75.6% | 2 qtrs — |
| 11 | NEWEDGE ADVISORS, LLC | 15.1K +15.1K (+100.0%) | 232.0K +232.0K (+100.0%) | 0.44% +0.436 pp | 0.00% +0.001 pp | USD15.38 +0.0% | 1 qtrs NEW |
| 12 | QUADRATURE CAPITAL LTD | 13.2K +13.2K (+100.0%) | 202.3K +202.3K (+100.0%) | 0.38% +0.381 pp | 0.00% +0.002 pp | USD15.38 +0.0% | 1 qtrs NEW |
| 13 | BANK OF AMERICA CORP /DE/ | 2.0K +— (+0.0%) | 31.2K +13.4K (+75.6%) | 0.06% -0.001 pp | 0.00% +0.000 pp | USD8.76 +75.6% | 2 qtrs — |
| 14 | IAG WEALTH PARTNERS, LLC | 1.7K +100.0 (+6.3%) | 26.1K +12.1K (+86.5%) | 0.05% +0.002 pp | 0.00% +0.001 pp | USD9.15 +68.1% | 2 qtrs — |
| 15 | FIRSTHAND CAPITAL MANAGEMENT, INC. | 1.4K +— (+0.0%) | 21.5K +9.3K (+76.0%) | 0.04% -0.001 pp | 0.04% +0.019 pp | USD8.76 +75.6% | 2 qtrs — |
| 16 | MORGAN STANLEY | 877.00 +409.0 (+87.4%) | 13.5K +9.4K (+229.0%) | 0.03% +0.012 pp | 0.00% +0.000 pp | USD11.85 +29.8% | 2 qtrs — |
| 17 | WELLS FARGO & COMPANY/MN | 200.00 +— (+0.0%) | 3.1K +1.3K (+75.6%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD8.76 +75.6% | 2 qtrs — |
| 18 | UBS GROUP AG | 184.00 -171.0 (-48.2%) | 2.8K -280.0 (-9.0%) | 0.01% -0.005 pp | 0.00% +0.000 pp | USD8.76 +75.6% | 2 qtrs — |
| 19 | ADVISOR GROUP HOLDINGS, INC. | 161.00 +42.0 (+35.3%) | 2.5K +1.7K (+200.2%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD10.48 +46.8% | 2 qtrs — |
| 20 | JONES FINANCIAL COMPANIES LLLP | 75.00 +75.0 (+100.0%) | 1.2K +1.2K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD15.37 +0.1% | 1 qtrs NEW |
| 21 | HARBOUR INVESTMENTS, INC. | 40.00 +— (+0.0%) | 615.00 +265.0 (+75.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD8.75 +75.8% | 2 qtrs — |
| 22 | SBI SECURITIES CO., LTD. | 36.00 -21.0 (-36.8%) | 554.00 +55.0 (+11.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD8.75 +75.8% | 2 qtrs — |
| 23 | PARALLEL ADVISORS, LLC | 19.00 +— (+0.0%) | 292.00 +126.0 (+75.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD8.74 +76.0% | 2 qtrs — |
| 24 | EVERSOURCE WEALTH ADVISORS, LLC | 10.00 +— (+0.0%) | 154.00 +66.0 (+75.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD8.70 +76.8% | 2 qtrs — |
| 25 | IFP ADVISORS, INC | 3.00 +— (+0.0%) | 46.00 +20.0 (+76.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD8.67 +77.4% | 2 qtrs — |
| 26 | CITIGROUP INC | 1.00 +— (+0.0%) | 15.00 +6.0 (+66.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD8.00 +92.3% | 2 qtrs — |
| 27 | BARCLAYS PLC | — -13.0 (-100.0%) | — -114.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 28 | PENBROOK MANAGEMENT LLC | — -16.6K (-100.0%) | — -145.8K (-100.0%) | 0.00% -0.487 pp | 0.00% -0.102 pp | USD— | 2 qtrs SOLD |
| 29 | TOWER RESEARCH CAPITAL LLC (TRC) | — -73.0 (-100.0%) | — -639.0 (-100.0%) | 0.00% -0.002 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 30 | ANNANDALE CAPITAL, LLC | — -17.3K (-100.0%) | — -1.5M (-100.0%) | 0.00% -0.520 pp | 0.00% -0.026 pp | USD— | 14 qtrs SOLD |
| 31 | ALLWORTH FINANCIAL LP | — -50.0 (-100.0%) | — -438.0 (-100.0%) | 0.00% -0.002 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 15 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Micro-Cap ETF IWC | 0.01% | 123.2K | 0.60% |
| 2 | Dimensional - US Sustainability Core 1 ETF DFSU | 0.00% | 13.8K | 0.15% |
| 3 | Vanguard Extended Market ETF VXF | 0.00% | 371.7K | 0.05% |
| 4 | Dimensional - US Core Equity 1 ETF DCOR | 0.00% | 1.5K | 0.14% |
| 5 | Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO | 0.00% | 318.05 | 0.17% |
| 6 | Vanguard U.S. Total Market Shares Index ETF VTS.AX | 0.00% | 1.6K | 0.03% |
| 7 | Vanguard U.S. Total Market Index ETF VUN.TO | 0.00% | 4.3K | 0.17% |
| 8 | Vanguard Total Stock Market ETF VTI | 0.00% | 736.0K | 0.03% |
| 9 | Dimensional - US Core Equity 2 ETF DFAC | 0.00% | 12.2K | 0.17% |
| 10 | Vanguard All-Equity ETF Portfolio VEQT.TO | 0.00% | 1.6K | 0.22% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
500.00
Shares disposed
—
Cash buys
1.00
Cash sales
—
Net activity
+500
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-27 | BRODIN J PER | Officer | P-Purchase | A | Common Stock | 500 | 11.07 | 5.5K | 92,811 | D | ↗ |
| 2025-11-19 | Washlow Sally A. | Director / Officer | P-Purchase | A | Common Stock | 21,166 | 14.17 | 299.9K | 46,524 | D | ↗ |
| 2025-08-07 | Washlow Sally A. | Director / Officer | A-Award | A | Stock Options (right to buy) | 500,000 | 0.60 | 300.0K | 500,000 | D | ↗ |
| 2025-07-18 | Green Scott A. | Officer | A-Award | A | Stock Options (right to buy) | 125,000 | 0.60 | 75.0K | 125,000 | D | ↗ |
| 2025-07-18 | BRODIN J PER | Officer | A-Award | A | Stock Options (right to buy) | 125,000 | 0.60 | 75.0K | 125,000 | D | ↗ |
| 2025-07-01 | Wishart-Smith Heather L | Director | A-Award | A | Common Stock | 20,000 | 0.00 | — | 78,198 | D | ↗ |
| 2025-07-01 | Washlow Sally A. | Director / Officer | A-Award | A | Common Stock | 200,000 | 0.00 | — | 253,580 | D | ↗ |
| 2025-07-01 | Shapiro Richard A | Director | A-Award | A | Common Stock | 20,000 | 0.00 | — | 66,878 | D | ↗ |
| 2025-07-01 | RICHSTONE ELLEN B | Director | A-Award | A | Common Stock | 20,000 | 0.00 | — | 333,658 | D | ↗ |
| 2025-07-01 | Otten Anthony L. | Director | A-Award | A | Common Stock | 20,000 | 0.00 | — | 234,412 | D | ↗ |
| 2025-07-01 | Green Scott A. | Officer | A-Award | A | Common Stock | 150,000 | 0.00 | — | 1,372,262 | D | ↗ |
| 2025-07-01 | BRODIN J PER | Officer | A-Award | A | Common Stock | 100,000 | 0.00 | — | 923,113 | D | ↗ |
| 2025-02-25 | JENKINS MICHAEL H | Director / Officer | P-Purchase | A | Common Stock | 5,682 | 0.88 | 5.0K | 1,246,254 | D | ↗ |
| 2025-02-21 | Washlow Sally A. | Director | P-Purchase | A | Common Stock | 1,000 | 0.92 | 920.00 | 49,750 | D | ↗ |
| 2025-02-21 | RICHSTONE ELLEN B | Director | P-Purchase | A | Common Stock | 20,000 | 0.91 | 18.2K | 313,658 | D | ↗ |
| 2025-02-20 | RICHSTONE ELLEN B | Director | P-Purchase | A | Common Stock | 874 | 0.88 | 771.74 | 293,658 | D | ↗ |
| 2025-02-19 | RICHSTONE ELLEN B | Director | P-Purchase | A | Common Stock | 13,000 | 0.84 | 10.9K | 292,784 | D | ↗ |
| 2025-02-18 | RICHSTONE ELLEN B | Director | P-Purchase | A | Common Stock | 13,000 | 0.84 | 10.9K | 279,784 | D | ↗ |
| 2025-02-18 | Otten Anthony L. | Director | P-Purchase | A | Common Stock | 5,000 | 0.83 | 4.1K | 214,412 | D | ↗ |
| 2025-02-14 | Wishart-Smith Heather L | Director | P-Purchase | A | Common Stock | 7,000 | 0.80 | 5.6K | 16,025 | I | ↗ |
| 2025-02-14 | RICHSTONE ELLEN B | Director | P-Purchase | A | Common Stock | 10,000 | 0.82 | 8.2K | 266,784 | D | ↗ |
| 2024-11-18 | Otten Anthony L. | Director | P-Purchase | A | Common Stock | 5,000 | 0.86 | 4.3K | 209,412 | D | ↗ |
| 2024-06-28 | Washlow Sally A. | Director | P-Purchase | A | Common Stock | 1,080 | 1.24 | 1.3K | 53,580 | D | ↗ |
| 2024-06-27 | Washlow Sally A. | Director | P-Purchase | A | Common Stock | 1,200 | 1.22 | 1.5K | 52,500 | D | ↗ |
| 2024-06-24 | Washlow Sally A. | Director | P-Purchase | A | Common Stock | 1,550 | 1.42 | 2.2K | 51,300 | D | ↗ |
| 2024-06-14 | RICHSTONE ELLEN B | Director | P-Purchase | A | Common Stock | 20,000 | 1.15 | 22.9K | 256,784 | — | ↗ |
| 2024-06-12 | Wishart-Smith Heather L | Director | P-Purchase | A | Common Stock | 9,025 | 1.11 | 10.0K | 9,025 | I | ↗ |
| 2024-06-12 | Otten Anthony L. | Director | P-Purchase | A | Common Stock | 5,000 | 1.09 | 5.5K | 204,412 | — | ↗ |
| 2024-06-11 | Wishart-Smith Heather L | Director | A-Award | A | Common Stock | 27,523 | 0.00 | — | 58,198 | — | ↗ |
| 2024-06-11 | Washlow Sally A. | Director | A-Award | A | Common Stock | 27,523 | 0.00 | — | 48,750 | — | ↗ |
| 2024-06-11 | Shapiro Richard A | Director | A-Award | A | Common Stock | 27,523 | 0.00 | — | 46,878 | — | ↗ |
| 2024-06-11 | RICHSTONE ELLEN B | Director | A-Award | A | Common Stock | 27,523 | 0.00 | — | 236,784 | — | ↗ |
| 2024-06-11 | Otten Anthony L. | Director | A-Award | A | Common Stock | 27,523 | 0.00 | — | 199,412 | — | ↗ |
| 2024-06-11 | JENKINS MICHAEL H | Director / Officer | A-Award | A | Common Stock | 350,917 | 0.00 | — | 1,006,627 | — | ↗ |
| 2024-06-11 | Green Scott A. | Officer | A-Award | A | Common Stock | 156,881 | 0.00 | — | 986,941 | — | ↗ |
| 2024-06-11 | BRODIN J PER | Officer | A-Award | A | Common Stock | 235,321 | 0.00 | — | 666,232 | — | ↗ |
| 2024-02-12 | Wishart-Smith Heather L | Director | A-Award | A | Common Stock | 5,461 | 0.00 | — | 30,675 | — | ↗ |
| 2023-12-01 | BRODIN J PER | Officer | P-Purchase | A | Common Stock | 5,000 | 0.91 | 4.6K | 430,911 | — | ↗ |
| 2023-11-30 | Green Scott A. | Officer | P-Purchase | A | Common Stock | 53,300 | 0.92 | 49.2K | 830,060 | — | ↗ |
| 2023-11-29 | RICHSTONE ELLEN B | Director | P-Purchase | A | Common Stock | 30,000 | 0.93 | 27.9K | 209,261 | — | ↗ |
| 2023-11-29 | Otten Anthony L. | Director | P-Purchase | A | Common Stock | 2,500 | 0.92 | 2.3K | 171,889 | — | ↗ |
| 2023-11-29 | JENKINS MICHAEL H | Director / Officer | P-Purchase | A | Common Stock | 10,000 | 0.92 | 9.2K | 655,710 | — | ↗ |
| 2023-11-10 | Wishart-Smith Heather L | Director | A-Award | A | Common Stock | 5,859 | 0.96 | 5.6K | 25,214 | — | ↗ |
| 2023-08-25 | Otten Anthony L. | Director | P-Purchase | A | Common Stock | 2,000 | 1.46 | 2.9K | 169,389 | — | ↗ |
| 2023-08-15 | Wishart-Smith Heather L | Director | A-Award | A | Common Stock | 19,355 | 0.00 | — | 19,355 | — | ↗ |
| 2023-08-15 | Washlow Sally A. | Director | A-Award | A | Common Stock | 19,355 | 0.00 | — | 21,227 | — | ↗ |
| 2023-08-15 | Shapiro Richard A | Director | A-Award | A | Common Stock | 19,355 | 0.00 | — | 19,355 | — | ↗ |
| 2023-08-15 | RICHSTONE ELLEN B | Director | A-Award | A | Common Stock | 19,355 | 0.00 | — | 179,261 | — | ↗ |
| 2023-08-15 | Otten Anthony L. | Director | A-Award | A | Common Stock | 19,355 | 0.00 | — | 167,389 | — | ↗ |
| 2023-08-15 | JENKINS MICHAEL H | Director / Officer | A-Award | A | Common Stock | 164,516 | 0.00 | — | 645,710 | — | ↗ |
| 2023-08-15 | Green Scott A. | Officer | A-Award | A | Common Stock | 110,323 | 0.00 | — | 776,760 | — | ↗ |
| 2023-08-15 | BRODIN J PER | Officer | A-Award | A | Common Stock | 165,484 | 0.00 | — | 315,588 | — | ↗ |
| 2023-08-10 | Wishart-Smith Heather L | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-06-12 | RICHSTONE ELLEN B | Director | P-Purchase | A | Common Stock | 8,185 | 1.85 | 15.2K | 159,906 | — | ↗ |
| 2023-06-09 | RICHSTONE ELLEN B | Director | P-Purchase | A | Common Stock | 16,815 | 1.78 | 29.8K | 151,721 | — | ↗ |
| 2023-03-07 | Shapiro Richard A | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-02-14 | Washlow Sally A. | Director | A-Award | A | Common Stock | 1,872 | 0.00 | — | 1,872 | — | ↗ |
| 2023-02-14 | Otten Anthony L. | Director | P-Purchase | A | Common Stock | 2,500 | 1.84 | 4.6K | 148,034 | — | ↗ |
| 2023-01-03 | McDulin Charles R. | — | — | — | — | — | — | — | 0 | — | ↗ |
| 2022-11-22 | JENKINS MICHAEL H | Officer | P-Purchase | A | Common Stock | 500 | 1.77 | 885.00 | 234,420 | — | ↗ |
| 2022-11-21 | JENKINS MICHAEL H | Officer | P-Purchase | A | Common Stock | 9,500 | 1.74 | 16.5K | 233,920 | — | ↗ |
| 2022-11-18 | JENKINS MICHAEL H | Officer | P-Purchase | A | Common Stock | 1,800 | 1.74 | 3.1K | 224,420 | — | ↗ |
| 2022-11-17 | JENKINS MICHAEL H | Officer | P-Purchase | A | Common Stock | 4,108 | 1.75 | 7.2K | 222,620 | — | ↗ |
| 2022-11-11 | JENKINS MICHAEL H | Officer | A-Award | A | Common Stock | 19,315 | 0.00 | — | 193,512 | — | ↗ |
| 2022-11-10 | Altschaefl Michael W | Director | A-Award | A | Common Stock | 35,952 | 0.00 | — | 1,111,108 | — | ↗ |
| 2022-08-04 | Washlow Sally A. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-06-27 | Otten Anthony L. | Director | P-Purchase | A | Common Stock | 2,000 | 2.10 | 4.2K | 145,534 | — | ↗ |
| 2022-06-24 | Altschaefl Michael W | Officer | P-Purchase | A | Common Stock | 10,000 | 2.04 | 20.4K | 1,035,156 | — | ↗ |
| 2022-06-10 | Williamson Mark C | Director | A-Award | A | Common Stock | 22,935 | 0.00 | — | 157,676 | — | ↗ |
| 2022-06-10 | RICHSTONE ELLEN B | Director | A-Award | A | Common Stock | 22,935 | 0.00 | — | 134,906 | — | ↗ |
| 2022-06-10 | Otten Anthony L. | Director | A-Award | A | Common Stock | 22,935 | 0.00 | — | 143,534 | — | ↗ |
| 2022-06-10 | JENKINS MICHAEL H | Officer | A-Award | A | Common Stock | 124,197 | 0.00 | — | 174,197 | — | ↗ |
| 2022-06-10 | Howe Alan B | Director | A-Award | A | Common Stock | 22,935 | 0.00 | — | 51,808 | — | ↗ |
| 2022-06-10 | Green Scott A. | Officer | A-Award | A | Common Stock | 124,197 | 0.00 | — | 500,953 | — | ↗ |
| 2022-06-10 | BRODIN J PER | Officer | A-Award | A | Common Stock | 74,518 | 0.00 | — | 150,104 | — | ↗ |
| 2022-06-10 | Altschaefl Michael W | Officer | A-Award | A | Common Stock | 163,417 | 0.00 | — | 1,025,156 | — | ↗ |
| 2021-11-26 | Altschaefl Michael W | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 3.56 | 17.8K | 835,093 | — | ↗ |
| 2021-11-24 | Altschaefl Michael W | Director / Officer | P-Purchase | A | Common Stock | 10,000 | 3.63 | 36.3K | 830,093 | — | ↗ |
| 2021-11-19 | Green Scott A. | Officer | S-Sale | D | Common Stock | 3,291 | 3.95 | 13.0K | 376,756 | — | ↗ |
| 2021-11-18 | Green Scott A. | Officer | S-Sale | D | Common Stock | 47,665 | 3.97 | 189.4K | 380,047 | — | ↗ |
| 2021-11-11 | JENKINS MICHAEL H | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-06-10 | BRODIN J PER | Officer | A-Award | A | Common Stock | 74,518 | 0.00 | — | 150,104 | — | ↗ |
| 2021-06-04 | Williamson Mark C | Director | A-Award | A | Common Stock | 5,016 | 0.00 | — | 134,741 | — | ↗ |
| 2021-06-04 | RICHSTONE ELLEN B | Director | A-Award | A | Common Stock | 8,361 | 0.00 | — | 111,971 | — | ↗ |
| 2021-06-04 | Otten Anthony L. | Director | A-Award | A | Common Stock | 5,016 | 0.00 | — | 120,599 | — | ↗ |
| 2021-06-04 | Howe Alan B | Director | A-Award | A | Common Stock | 8,361 | 0.00 | — | 28,873 | — | ↗ |
| 2021-06-04 | Green Scott A. | Officer | A-Award | A | Common Stock | 31,128 | 0.00 | — | 427,712 | — | ↗ |
| 2021-06-04 | BRODIN J PER | Officer | A-Award | A | Common Stock | 51,881 | 0.00 | — | 75,586 | — | ↗ |
| 2021-06-04 | Altschaefl Michael W | Director / Officer | A-Award | A | Common Stock | 71,070 | 0.00 | — | 820,093 | — | ↗ |
| 2021-05-21 | Altschaefl Michael W | Director / Officer | M-Exempt | A | Common Stock | 22,045 | 4.19 | 92.4K | 749,023 | — | ↗ |
| 2020-11-16 | Potts Michael J | Director | S-Sale | D | Common Stock | 6,934 | 8.10 | 56.2K | 607,422 | — | ↗ |
| 2020-11-13 | Potts Michael J | Director | S-Sale | D | Common Stock | 59,066 | 8.03 | 474.3K | 472,561 | — | ↗ |
| 2020-11-12 | Potts Michael J | Director | S-Sale | D | Common Stock | 9,000 | 8.13 | 73.1K | 531,627 | — | ↗ |
| 2020-10-19 | BRODIN J PER | Officer | A-Award | A | Common Stock | 23,705 | 0.00 | — | 23,705 | — | ↗ |
| 2020-06-09 | Young Kenneth M | Director | A-Award | A | Common Stock | 11,479 | 0.00 | — | 75,062 | — | ↗ |
| 2020-06-09 | Williamson Mark C | Director | A-Award | A | Common Stock | 6,887 | 0.00 | — | 129,725 | — | ↗ |
| 2020-06-09 | RICHSTONE ELLEN B | Director | A-Award | A | Common Stock | 11,479 | 0.00 | — | 103,610 | — | ↗ |
| 2020-06-09 | Otten Anthony L. | Director | A-Award | A | Common Stock | 6,887 | 0.00 | — | 115,583 | — | ↗ |
| 2020-06-09 | Hull William T | Officer | A-Award | A | Common Stock | 75,892 | 0.00 | — | 1,031,252 | — | ↗ |
| 2020-06-09 | Howe Alan B | Director | A-Award | A | Common Stock | 11,479 | 0.00 | — | 20,512 | — | ↗ |
| 2020-06-09 | Green Scott A. | Officer | A-Award | A | Common Stock | 45,535 | 0.00 | — | 396,584 | — | ↗ |
| 2020-06-09 | Altschaefl Michael W | Director / Officer | A-Award | A | Common Stock | 92,155 | 0.00 | — | 726,978 | — | ↗ |
| 2019-11-18 | Potts Michael J | Director | S-Sale | D | Common Stock | 85,170 | 3.54 | 301.7K | 540,627 | — | ↗ |
| 2019-11-15 | Potts Michael J | Director | S-Sale | D | Common Stock | 29,546 | 3.30 | 97.4K | 682,422 | — | ↗ |
| 2019-11-15 | Green Scott A. | Officer | S-Sale | D | Common Stock | 125,000 | 3.29 | 411.4K | 0 | — | ↗ |
| 2019-11-14 | Potts Michael J | Director | S-Sale | D | Common Stock | 20,000 | 3.31 | 66.2K | 625,797 | — | ↗ |
| 2019-11-14 | Green Scott A. | Officer | S-Sale | D | Common Stock | 15,270 | 3.23 | 49.3K | 148,473 | — | ↗ |
| 2019-11-13 | Potts Michael J | Director / Officer | S-Sale | D | Common Stock | 28,659 | 2.96 | 84.7K | 711,968 | — | ↗ |
| 2019-11-13 | Green Scott A. | Officer | S-Sale | D | Common Stock | 50,000 | 2.95 | 147.5K | 526,697 | — | ↗ |
| 2019-11-12 | Green Scott A. | Officer | S-Sale | D | Common Stock | 60,851 | 2.97 | 180.5K | 7,250 | — | ↗ |
| 2019-11-11 | Green Scott A. | Officer | S-Sale | D | Common Stock | 95,642 | 3.02 | 289.0K | 68,101 | — | ↗ |
| 2019-08-12 | Young Kenneth M | Director | A-Award | A | Common Stock | 9,033 | 0.00 | — | 63,583 | — | ↗ |
| 2019-08-12 | Williamson Mark C | Director | A-Award | A | Common Stock | 9,033 | 0.00 | — | 122,838 | — | ↗ |
| 2019-08-12 | RICHSTONE ELLEN B | Director | A-Award | A | Common Stock | 9,033 | 0.00 | — | 92,131 | — | ↗ |
| 2019-08-12 | Otten Anthony L. | Director | A-Award | A | Common Stock | 9,033 | 0.00 | — | 108,696 | — | ↗ |
| 2019-08-12 | Meade Marc | Officer | A-Award | A | Common Stock | 41,531 | 0.00 | — | 403,457 | — | ↗ |
| 2019-08-12 | Hull William T | Officer | A-Award | A | Common Stock | 55,360 | 0.00 | — | 955,360 | — | ↗ |
| 2019-08-12 | Howe Alan B | Director | A-Award | A | Common Stock | 9,033 | 0.00 | — | 9,033 | — | ↗ |
| 2019-08-12 | Green Scott A. | Officer | A-Award | A | Common Stock | 53,665 | 0.00 | — | 576,697 | — | ↗ |
| 2019-08-12 | Altschaefl Michael W | Director / Officer | A-Award | A | Common Stock | 63,747 | 0.00 | — | 634,823 | — | ↗ |
| 2019-06-14 | Altschaefl Michael W | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 2.87 | 14.4K | 571,076 | — | ↗ |
| 2019-06-13 | Meade Marc | Officer | F-InKind | D | Common Stock | 6,462 | 2.99 | 19.3K | 361,926 | — | ↗ |
| 2019-06-11 | Otten Anthony L. | Director | P-Purchase | A | Common Stock | 2,756 | 2.78 | 7.7K | 99,663 | — | ↗ |
| 2019-06-07 | Meade Marc | Officer | F-InKind | D | Common Stock | 17,627 | 2.69 | 47.4K | 368,388 | — | ↗ |
| 2019-06-07 | Altschaefl Michael W | Director / Officer | P-Purchase | A | Common Stock | 10,000 | 2.87 | 28.7K | 566,076 | — | ↗ |
| 2019-05-15 | Howe Alan B | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-03-31 | Green Scott A. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-06-20 | Green Scott A. | Officer | P-Purchase | A | Common Stock | 7,843 | 1.14 | 8.9K | 522,607 | — | ↗ |
| 2018-06-19 | Young Kenneth M | Director | P-Purchase | A | Common Stock | 6,800 | 1.07 | 7.3K | 54,550 | — | ↗ |
| 2018-06-18 | Green Scott A. | Officer | P-Purchase | A | Common Stock | 10,000 | 1.04 | 10.4K | 514,764 | — | ↗ |
| 2018-06-15 | Green Scott A. | Officer | P-Purchase | A | Common Stock | 19,607 | 1.06 | 20.7K | 504,764 | — | ↗ |
| 2018-06-13 | Otten Anthony L. | Director | P-Purchase | A | Common Stock | 7,500 | 0.94 | 7.1K | 96,163 | — | ↗ |
| 2018-06-12 | RICHSTONE ELLEN B | Director | P-Purchase | A | Common Stock | 5,000 | 0.96 | 4.8K | 78,098 | — | ↗ |
| 2018-06-11 | Hull William T | Officer | P-Purchase | A | Common Stock | 39,278 | 0.90 | 35.3K | 900,000 | — | ↗ |
| 2018-06-11 | Altschaefl Michael W | Director / Officer | P-Purchase | A | Common Stock | 30,000 | 0.90 | 26.9K | 556,076 | — | ↗ |
| 2018-06-08 | Williamson Mark C | Director | P-Purchase | A | Common Stock | 9,000 | 0.88 | 7.9K | 113,805 | — | ↗ |
| 2018-06-08 | Hull William T | Officer | P-Purchase | A | Common Stock | 22,322 | 0.86 | 19.1K | 860,722 | — | ↗ |
| 2018-06-08 | Altschaefl Michael W | Director / Officer | P-Purchase | A | Common Stock | 25,000 | 0.86 | 21.5K | 526,076 | — | ↗ |
| 2018-06-07 | Young Kenneth M | Director | A-Award | A | Common Stock | 20,250 | 0.00 | — | 47,750 | — | ↗ |
| 2018-06-07 | Williamson Mark C | Director | A-Award | A | Common Stock | 20,250 | 0.00 | — | 104,805 | — | ↗ |
| 2018-06-07 | RICHSTONE ELLEN B | Director | A-Award | A | Common Stock | 20,250 | 0.00 | — | 73,098 | — | ↗ |
| 2018-06-07 | Otten Anthony L. | Director | A-Award | A | Common Stock | 20,250 | 0.00 | — | 88,663 | — | ↗ |
| 2018-06-07 | Meade Marc | Officer | A-Award | A | Common Stock | 84,600 | 0.00 | — | 386,015 | — | ↗ |
| 2018-06-07 | Hull William T | Officer | A-Award | A | Common Stock | 113,400 | 0.00 | — | 838,400 | — | ↗ |
| 2018-06-07 | Green Scott A. | Officer | A-Award | A | Common Stock | 110,000 | 0.00 | — | 485,157 | — | ↗ |
| 2018-06-07 | Altschaefl Michael W | Director / Officer | A-Award | A | Common Stock | 130,000 | 0.00 | — | 501,076 | — | ↗ |
| 2018-03-02 | Green Scott A. | Officer | P-Purchase | A | Common Stock | 50,000 | 0.90 | 45.1K | 375,157 | — | ↗ |
| 2018-03-01 | Young Kenneth M | Director | P-Purchase | A | Common Stock | 10,000 | 0.87 | 8.7K | 27,500 | — | ↗ |
| 2018-03-01 | Hull William T | Officer | P-Purchase | A | Common Stock | 10,652 | 0.87 | 9.2K | 725,000 | — | ↗ |
| 2018-02-26 | RICHSTONE ELLEN B | Director | P-Purchase | A | Common Stock | 23,500 | 0.86 | 20.1K | 52,848 | — | ↗ |
| 2018-02-23 | Otten Anthony L. | Director | P-Purchase | A | Common Stock | 23,529 | 0.86 | 20.1K | 68,413 | — | ↗ |
| 2018-02-23 | Altschaefl Michael W | Director / Officer | P-Purchase | A | Common Stock | 24,000 | 0.86 | 20.6K | 371,076 | — | ↗ |
| 2018-02-12 | Young Kenneth M | Director | A-Award | A | Common Stock | 17,500 | 0.80 | 14.0K | 17,500 | — | ↗ |
| 2017-08-30 | Young Kenneth M | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2017-08-08 | Scribante John H | Director | S-Sale | D | Common Stock | 40,000 | 0.99 | 39.6K | 0 | — | ↗ |
| 2017-08-03 | Scribante John H | Director | S-Sale | D | Common Stock | 10,000 | 1.05 | 10.5K | 0 | — | ↗ |
| 2017-08-02 | Scribante John H | Director | S-Sale | D | Common Stock | 10,500 | 1.07 | 11.2K | 10,000 | — | ↗ |
| 2017-08-01 | Scribante John H | Director | S-Sale | D | Common Stock | 12,000 | 1.12 | 13.4K | 20,500 | — | ↗ |
| 2017-07-31 | Scribante John H | Director | S-Sale | D | Common Stock | 37,500 | 1.11 | 41.4K | 32,500 | — | ↗ |
| 2017-07-28 | Scribante John H | Director | S-Sale | D | Common Stock | 6,278 | 1.04 | 6.6K | 70,000 | — | ↗ |
| 2017-07-27 | Scribante John H | Director | S-Sale | D | Common Stock | 6,346 | 1.03 | 6.6K | 76,278 | — | ↗ |
| 2017-07-26 | Scribante John H | Director | S-Sale | D | Common Stock | 13,376 | 1.02 | 13.7K | 82,624 | — | ↗ |
| 2017-07-25 | Scribante John H | Director | S-Sale | D | Common Stock | 5,000 | 1.08 | 5.4K | 96,000 | — | ↗ |
| 2017-07-24 | Scribante John H | Director | S-Sale | D | Common Stock | 5,100 | 1.08 | 5.5K | 101,000 | — | ↗ |
| 2017-07-21 | Scribante John H | Director | S-Sale | D | Common Stock | 12,000 | 1.09 | 13.1K | 106,100 | — | ↗ |
| 2017-07-20 | Scribante John H | Director | S-Sale | D | Common Stock | 20,000 | 1.06 | 21.3K | 118,100 | — | ↗ |
| 2017-07-19 | Scribante John H | Director | S-Sale | D | Common Stock | 7,500 | 1.08 | 8.1K | 138,100 | — | ↗ |
| 2017-07-18 | Scribante John H | Director | S-Sale | D | Common Stock | 626 | 1.10 | 689.60 | 145,600 | — | ↗ |
| 2017-07-17 | Scribante John H | Director | S-Sale | D | Common Stock | 2,942 | 1.15 | 3.4K | 146,226 | — | ↗ |
| 2017-07-13 | Scribante John H | Director | S-Sale | D | Common Stock | 1,500 | 1.20 | 1.8K | 149,168 | — | ↗ |
| 2017-07-12 | Scribante John H | Director | S-Sale | D | Common Stock | 1,000 | 1.21 | 1.2K | 150,668 | — | ↗ |
| 2017-07-11 | Scribante John H | Director | S-Sale | D | Common Stock | 61,733 | 1.16 | 71.8K | 151,668 | — | ↗ |
| 2017-07-10 | Scribante John H | Director | S-Sale | D | Common Stock | 11,211 | 1.23 | 13.7K | 213,401 | — | ↗ |
| 2017-07-07 | Scribante John H | Director | S-Sale | D | Common Stock | 2,204 | 1.28 | 2.8K | 224,612 | — | ↗ |
| 2017-07-06 | Scribante John H | Director | S-Sale | D | Common Stock | 400 | 1.32 | 526.00 | 226,816 | — | ↗ |
| 2017-07-06 | Altschaefl Michael W | Director / Officer | A-Award | A | Common Stock | 7,247 | 0.00 | — | 347,076 | — | ↗ |
| 2017-07-05 | Scribante John H | Director | S-Sale | D | Common Stock | 1,600 | 1.34 | 2.1K | 227,216 | — | ↗ |
| 2017-06-30 | Scribante John H | Director | S-Sale | D | Common Stock | 40,000 | 1.29 | 51.6K | 228,816 | — | ↗ |
| 2017-06-29 | Scribante John H | Director | S-Sale | D | Common Stock | 112,007 | 1.27 | 142.7K | 268,816 | — | ↗ |
| 2017-06-28 | Scribante John H | Director | S-Sale | D | Common Stock | 25,211 | 1.25 | 31.5K | 380,823 | — | ↗ |
| 2017-06-27 | Scribante John H | Director | S-Sale | D | Common Stock | 12,100 | 1.28 | 15.5K | 406,034 | — | ↗ |
| 2017-06-26 | Scribante John H | Director | S-Sale | D | Common Stock | 6,392 | 1.28 | 8.2K | 418,134 | — | ↗ |
| 2017-06-23 | Scribante John H | Director | S-Sale | D | Common Stock | 100 | 1.30 | 130.00 | 424,526 | — | ↗ |
| 2017-06-21 | Scribante John H | Director | S-Sale | D | Common Stock | 3,000 | 1.30 | 3.9K | 424,626 | — | ↗ |
| 2017-06-21 | Altschaefl Michael W | Director / Officer | P-Purchase | A | Common Stock | 7,500 | 1.31 | 9.8K | 339,829 | — | ↗ |
| 2017-06-20 | Scribante John H | Director | S-Sale | D | Common Stock | 77,802 | 1.32 | 102.5K | 427,626 | — | ↗ |
| 2017-06-16 | Otten Anthony L. | Director | P-Purchase | A | Common Stock | 1,500 | 1.37 | 2.1K | 44,884 | — | ↗ |
| 2017-06-15 | Altschaefl Michael W | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 1.35 | 6.7K | 332,329 | — | ↗ |
| 2017-06-13 | Williamson Mark C | Director | A-Award | A | Common Stock | 17,609 | 0.00 | — | 84,555 | — | ↗ |
| 2017-06-13 | Rich Elizabeth G | Director | A-Award | A | Common Stock | 17,609 | 0.00 | — | 65,724 | — | ↗ |
| 2017-06-13 | RICHSTONE ELLEN B | Director | A-Award | A | Common Stock | 29,348 | 0.00 | — | 29,348 | — | ↗ |
| 2017-06-13 | Otten Anthony L. | Director | A-Award | A | Common Stock | 17,609 | 0.00 | — | 43,384 | — | ↗ |
| 2017-06-13 | Meade Marc | Officer | A-Award | A | Common Stock | 73,566 | 0.00 | — | 297,415 | — | ↗ |
| 2017-06-13 | KACKLEY JAMES R | Director | A-Award | A | Common Stock | 17,609 | 0.00 | — | 279,674 | — | ↗ |
| 2017-06-13 | Hull William T | Officer | A-Award | A | Common Stock | 164,348 | 0.00 | — | 714,348 | — | ↗ |
| 2017-06-13 | Green Scott A. | Officer | A-Award | A | Common Stock | 159,421 | 0.00 | — | 325,157 | — | ↗ |
| 2017-06-13 | GOODSON KENNETH L JR | Director | A-Award | A | Common Stock | 17,609 | 0.00 | — | 92,701 | — | ↗ |
| 2017-06-13 | Altschaefl Michael W | Director / Officer | A-Award | A | Common Stock | 113,044 | 0.00 | — | 322,329 | — | ↗ |
| 2017-03-02 | Green Scott A. | Officer | P-Purchase | A | Common Stock | 50,000 | 0.90 | 45.1K | 375,157 | — | ↗ |
| 2017-02-21 | Scribante John H | Director | P-Purchase | A | Common Stock | 20,000 | 1.76 | 35.2K | 40,000 | — | ↗ |
Executive team
Top executives
Shares Outstanding
3.42M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | Michael H. Jenkins Chief Executive Officer | 416.8K | 45.0K | 510.0K | — | — | 17.5K | 989.4K | 51.55% | ↗ |
| 2 | 2024 | Scott A. Green Executive Vice President and President of Orion Services Group | 372.7K | 27.5K | 342.0K | — | — | 100.8K | 842.9K | 40.57% | ↗ |
| 3 | 2024 | J. Per Brodin Chief Financial Officer, Executive Vice President, Chief Accounting Officer and Treasurer | 372.7K | 27.5K | 342.0K | — | — | 87.8K | 830.0K | 41.21% | ↗ |
| 4 | 2023 | Michael A. Altschaefl* Retired Chief Executive Officer | 361.7K | — | 544.4K | — | — | 52.9K | 959.0K | 56.77% | ↗ |
| 5 | 2023 | Michael H. Jenkins* Chief Executive Officer | 397.6K | — | 456.7K | — | — | 11.5K | 865.7K | 52.75% | ↗ |
| 6 | 2023 | Michael H. Jenkins Chief Executive Officer | 397.6K | — | 456.7K | — | — | 11.5K | 865.7K | 52.75% | ↗ |
| 7 | 2023 | Scott A. Green Executive Vice President and President of Orion Services Group | 380.0K | — | 330.9K | — | — | 131.5K | 842.5K | 39.28% | ↗ |
| 8 | 2023 | J. Per Brodin Chief Financial Officer, Executive Vice President, Chief Accounting Officer and Treasurer | 380.0K | — | 222.6K | — | — | 51.7K | 654.3K | 34.02% | ↗ |
| 9 | 2022 | Michael A. Altschaefl Chief Executive Officer | 500.0K | — | 425.0K | — | 25.0K | 82.5K | 1.03M | 41.16% | ↗ |
| 10 | 2022 | Michael A. Altschaefl* Retired Chief Executive Officer | 500.0K | — | 425.0K | — | 25.0K | 82.5K | 1.03M | 41.16% | ↗ |
| 11 | 2022 | J. Per Brodin Chief Financial Officer, Executive Vice President, Chief Accounting Officer and Treasurer | 365.0K | — | 310.2K | — | 25.0K | 51.8K | 752.0K | 41.26% | ↗ |
| 12 | 2022 | Scott A. Green Executive Vice President and President of Orion Services Group | 365.0K | — | 186.1K | — | 25.0K | 110.7K | 686.9K | 27.10% | ↗ |
| 13 | 2022 | Michael H. Jenkins* Chief Executive Officer | 141.1K | — | 206.5K | — | 25.0K | 4.6K | 377.2K | 54.75% | ↗ |
| 14 | 2022 | Michael H. Jenkins Chief Executive Officer | 141.1K | — | 206.5K | — | 25.0K | 4.6K | 377.2K | 54.75% | ↗ |
| 15 | 2022 | Michael H. Jenkins Chief Executive Officer | 141.1K | — | 206.5K | — | 25.0K | 4.6K | 377.2K | 54.75% | ↗ |
| 16 | 2021 | Michael A. Altschaefl Chief Executive Officer | 402.5K | — | 361.2K | — | 425.0K | 115.4K | 1.30M | 27.70% | ↗ |
| 17 | 2021 | Michael A. Altschaefl* Retired Chief Executive Officer | 402.5K | — | 361.2K | — | 425.0K | 115.4K | 1.30M | 27.70% | ↗ |
| 18 | 2021 | Scott A. Green Chief Operating Officer and Executive Vice President | 333.3K | — | 178.5K | — | 175.0K | 59.0K | 745.8K | 23.93% | ↗ |
| 19 | 2021 | Scott A. Green Executive Vice President and President of Orion Services Group | 333.3K | — | 178.5K | — | 175.0K | 59.0K | 745.8K | 23.93% | ↗ |
| 20 | 2021 | William T. Hull Former Chief Financial Officer, Executive Vice President, Chief Accounting Officer and Treasurer | 225.8K | 15.0K | 297.5K | — | — | 65.1K | 588.3K | 50.57% | ↗ |
| 21 | 2021 | J. Per Brodin Chief Financial Officer, Executive Vice President, Chief Accounting Officer and Treasurer | 159.3K | — | 178.5K | — | 79.7K | 13.5K | 430.9K | 41.42% | ↗ |
| 22 | 2021 | J. Per Brodin Chief Financial Officer, Executive Vice President, Chief Accounting Officer and Treasurer | 159.3K | — | 178.5K | — | 79.7K | 13.5K | 430.9K | 41.42% | ↗ |
| 23 | 2020 | Michael A. Altschaefl Chief Executive Officer | 335.0K | — | 193.2K | — | 335.0K | 78.6K | 941.7K | 20.51% | ↗ |
| 24 | 2020 | William T. Hull Chief Financial Officer, Executive Vice President, Chief Accounting Officer and Treasurer | 292.0K | — | 167.7K | — | 171.0K | 37.2K | 668.0K | 25.11% | ↗ |
| 25 | 2020 | William T. Hull Former Chief Financial Officer, Executive Vice President, Chief Accounting Officer and Treasurer | 292.0K | — | 167.7K | — | 171.0K | 37.2K | 668.0K | 25.11% | ↗ |
| 26 | 2020 | Scott A. Green Executive Vice President and President of Orion Services Group | 283.0K | — | 162.6K | — | 191.5K | 27.0K | 664.1K | 24.49% | ↗ |
| 27 | 2020 | Scott A. Green Chief Operating Officer and Executive Vice President | 283.0K | — | 162.6K | — | 191.5K | 27.0K | 664.1K | 24.49% | ↗ |
| 28 | 2020 | Marc Meade Former Executive Vice President | 210.3K | — | 125.8K | — | — | 71.1K | 482.3K | 26.09% | ↗ |
| 29 | 2019 | Michael A. Altschaefl Chief Executive Officer | 325.0K | 50.0K | 109.2K | — | — | 210.7K | 694.9K | 15.72% | ↗ |
| 30 | 2019 | William T. Hull Chief Financial Officer, Executive Vice President, Chief Accounting Officer and Treasurer | 283.5K | 25.0K | 95.3K | — | — | 151.4K | 560.4K | 17.00% | ↗ |
| 31 | 2019 | William T. Hull Former Chief Financial Officer, Executive Vice President, Chief Accounting Officer and Treasurer | 283.5K | 25.0K | 95.3K | — | — | 151.4K | 560.4K | 17.00% | ↗ |
| 32 | 2019 | Marc Meade Former Executive Vice President | 211.5K | 75.8K | 71.1K | — | — | 136.0K | 494.3K | 14.38% | ↗ |
| 33 | 2019 | Scott A. Green Chief Operating Officer and Executive Vice President | 275.0K | 25.0K | 92.4K | — | — | 139.1K | 491.2K | 18.81% | ↗ |
| 34 | 2019 | Marc Meade Executive Vice President | 211.5K | 50.8K | 71.1K | — | — | 136.0K | 469.3K | 15.14% | ↗ |
| 35 | 2018 | John H. Scribante Former Chief Executive Officer | 90.8K | — | — | — | — | 1.56M | 1.65M | 0.00% | ↗ |
| 36 | 2018 | William T. Hull Chief Financial Officer, Executive Vice President, Chief Accounting Officer and Treasurer | 289.9K | — | 226.8K | — | — | 18.6K | 535.4K | 42.36% | ↗ |
| 37 | 2018 | Scott A. Green Chief Operating Officer and Executive Vice President | 264.8K | — | 220.0K | — | — | 6.4K | 491.2K | 44.79% | ↗ |
| 38 | 2018 | Michael A. Altschaefl Chief Executive Officer | 270.8K | — | 156.0K | — | — | 36.4K | 463.3K | 33.67% | ↗ |
| 39 | 2018 | Michael A. Altschaefl Chief Executive Officer William T. Hull Chief Financial Officer, Executive Vice President, Chief Accounting Officer and Treasurer | 270.8K | — | 156.0K | — | — | 36.4K | 463.3K | 33.67% | ↗ |
| 40 | 2018 | Michael J. Potts Former Chief Risk Officer and Executive Vice President | 108.3K | — | — | — | — | 315.7K | 424.0K | 0.00% | ↗ |
| 41 | 2018 | Marc Meade Executive Vice President | 216.3K | — | 101.5K | — | — | 67.1K | 385.0K | 26.37% | ↗ |
| 42 | 2018 | Marc Meade Former Executive Vice President | 216.3K | — | 101.5K | — | — | 67.1K | 385.0K | 26.37% | ↗ |
| 43 | 2017 | John H. Scribante Former Chief Executive Officer | 545.0K | — | 325.8K | — | — | 163.2K | 1.03M | 31.51% | ↗ |
| 44 | 2017 | William T. Hull Chief Financial Officer, Executive Vice President, Chief Accounting Officer and Treasurer | 315.0K | 78.8K | 384.1K | — | — | 14.8K | 792.7K | 48.46% | ↗ |
| 45 | 2017 | Michael J. Potts Chief Risk Officer and Executive Vice President | 315.0K | — | 183.2K | — | — | 97.1K | 595.3K | 30.78% | ↗ |
| 46 | 2017 | Michael J. Potts Former Chief Risk Officer and Executive Vice President | 315.0K | — | 183.2K | — | — | 97.1K | 595.3K | 30.78% | ↗ |
| 47 | 2017 | Marc Meade Executive Vice President | 235.0K | — | 136.7K | — | — | 35.3K | 407.0K | 33.58% | ↗ |
| 48 | 2017 | Scott A. Green Chief Operating Officer and Executive Vice President | 225.0K | — | 151.9K | — | — | 1.8K | 378.7K | 40.10% | ↗ |
| 49 | 2017 | Scott A. Green Chief Operating Officer and Executive Vice President | 225.0K | — | 151.9K | — | — | 1.8K | 378.7K | 40.10% | ↗ |
| 50 | 2016 | John H. Scribante Chief Executive Officer | 545.0K | — | 317.0K | — | — | 99.7K | 961.7K | 32.96% | ↗ |
| 51 | 2016 | John H. Scribante Former Chief Executive Officer | 545.0K | — | 317.0K | — | — | 99.7K | 961.7K | 32.96% | ↗ |
| 52 | 2016 | Michael J. Potts Former Chief Risk Officer and Executive Vice President | 315.0K | — | 183.2K | — | — | 55.7K | 553.9K | 33.08% | ↗ |
| 53 | 2016 | Michael J. Potts Chief Risk Officer and Executive Vice President | 315.0K | — | 183.2K | — | — | 55.7K | 553.9K | 33.08% | ↗ |
| 54 | 2016 | Michael J. Potts President and Chief Operating Officer | 315.0K | — | 183.2K | — | — | 55.7K | 553.9K | 33.08% | ↗ |
| 55 | 2016 | Scott R. Jensen Chief Financial Officer, Chief Accounting Officer and Treasurer | 212.7K | — | 170.8K | — | — | 42.0K | 425.4K | 40.14% | ↗ |
| 56 | 2016 | William T. Hull | 154.0K | — | 219.1K | — | — | 15.6K | 388.8K | 56.37% | ↗ |
| 57 | 2016 | William T. Hull Chief Financial Officer, Executive Vice President, | 154.0K | — | 219.1K | — | — | 15.6K | 388.8K | 56.37% | ↗ |
| 58 | 2016 | Marc Meade Executive Vice President | 235.0K | — | 136.7K | — | — | 6.9K | 378.6K | 36.10% | ↗ |
| 59 | 2015 | John H. Scribante Chief Executive Officer | 545.0K | — | 317.0K | — | — | 26.6K | 888.6K | 35.67% | ↗ |
| 60 | 2015 | John H. Scribante Former Chief Executive Officer | 545.0K | — | 317.0K | — | — | 26.6K | 888.6K | 35.67% | ↗ |
| 61 | 2015 | Michael J. Potts Chief Risk Officer and Executive Vice President | 315.0K | — | 183.2K | — | — | 13.0K | 511.2K | 35.84% | ↗ |
| 62 | 2015 | Michael J. Potts President and Chief Operating Officer | 315.0K | — | 183.2K | — | — | 13.0K | 511.2K | 35.84% | ↗ |
| 63 | 2015 | Scott R. Jensen Chief Financial Officer, Chief Accounting Officer and Treasurer | 285.0K | — | 165.8K | — | — | 17.9K | 468.7K | 35.37% | ↗ |
| 64 | 2015 | Marc Meade Executive Vice President | 210.0K | — | 20.2K | — | — | 4.6K | 234.8K | 8.58% | ↗ |
| 65 | 2014 | John H. Scribante Chief Executive Officer | 460.0K | — | 231.1K | — | — | 13.4K | 704.5K | 32.80% | ↗ |
| 66 | 2014 | Marc Meade Executive Vice President | 183.8K | — | 187.6K | — | — | 5.4K | 376.8K | 49.79% | ↗ |
| 67 | 2014 | Marc Meade Executive Vice President | 183.8K | — | 187.6K | — | — | 5.4K | 376.8K | 49.79% | ↗ |
| 68 | 2014 | Michael J. Potts President and Chief Operating Officer | 285.0K | — | 71.5K | — | — | 16.4K | 372.9K | 19.19% | ↗ |
| 69 | 2014 | Scott R. Jensen Chief Financial Officer, Chief Accounting Officer and Treasurer | 255.0K | — | 44.8K | — | — | 144.00 | 300.0K | 14.94% | ↗ |
| 70 | 2013 | Neal R. Verfuerth Former Chief Executive Officer | 317.9K | — | 100.0K | 258.9K | — | 357.0K | 1.03M | 34.72% | ↗ |
| 71 | 2013 | John H. Scribante Chief Executive Officer | 396.0K | — | 95.0K | 218.7K | 230.0K | 6.1K | 945.8K | 33.16% | ↗ |
| 72 | 2013 | Michael J. Potts President and Chief Operating Officer | 281.7K | — | 50.0K | 64.7K | 74.5K | 16.4K | 487.3K | 23.55% | ↗ |
| 73 | 2013 | Scott R. Jensen Chief Financial Officer, Chief Accounting Officer and Treasurer | 255.0K | — | 25.0K | 32.4K | 51.6K | 144.00 | 364.1K | 15.75% | ↗ |
| 74 | 2012 | Neal R. Verfuerth Chief Executive Officer | 460.0K | — | — | 66.9K | — | 48.9K | 575.9K | 11.62% | ↗ |
| 75 | 2012 | Neal R. Verfuerth Former Chief Executive Officer | 460.0K | — | — | 66.9K | — | 48.9K | 575.9K | 11.62% | ↗ |
| 76 | 2012 | John H. Scribante Chief Executive Officer | 275.0K | — | — | 40.0K | — | 22.6K | 337.6K | 11.85% | ↗ |
| 77 | 2012 | John H. Scribante President of Orion Engineered Systems | 275.0K | — | — | 40.0K | — | 22.6K | 337.6K | 11.85% | ↗ |
| 78 | 2012 | Michael J. Potts President and Chief Operating Officer | 275.0K | — | — | 40.0K | — | 16.2K | 331.2K | 12.08% | ↗ |
| 79 | 2012 | Daniel J. Waibel Former President of Orion Asset Management Division | 219.1K | — | — | 32.7K | — | 13.4K | 265.2K | 12.34% | ↗ |
| 80 | 2012 | Scott R. Jensen Chief Financial Officer, Chief Accounting Officer and Treasurer | 216.8K | — | — | 29.1K | — | 7.9K | 253.9K | 11.46% | ↗ |
| 81 | 2012 | Michael W. Harris | 49.0K | — | — | 186.5K | — | 8.9K | 244.3K | 76.33% | ↗ |
| 82 | 2011 | Neal R. Verfuerth Former Chief Executive Officer | 460.0K | — | — | 67.5K | — | 68.7K | 596.1K | 11.32% | ↗ |
| 83 | 2011 | Neal R. Verfuerth Chief Executive Officer | 460.0K | — | — | 67.5K | — | 68.7K | 596.1K | 11.32% | ↗ |
| 84 | 2011 | Michael J. Potts President and Chief Operating Officer | 260.0K | — | — | 22.9K | — | 16.5K | 299.5K | 7.65% | ↗ |
| 85 | 2011 | John H. Scribante Chief Executive Officer | 254.4K | — | — | 33.0K | — | 7.7K | 295.1K | 11.18% | ↗ |
| 86 | 2011 | John H. Scribante President of Orion Engineered Systems | 254.4K | — | — | 33.0K | — | 7.7K | 295.1K | 11.18% | ↗ |
| 87 | 2011 | Daniel J. Waibel Former President of Orion Asset Management Division | 225.0K | — | — | 33.0K | — | 13.4K | 271.4K | 12.16% | ↗ |
| 88 | 2011 | Scott R. Jensen Chief Financial Officer, Chief Accounting Officer and Treasurer | 200.0K | — | — | 20.4K | — | 144.00 | 220.5K | 9.24% | ↗ |
| 89 | 2011 | Scott R. Jensen Chief Financial Officer and Treasurer | — | — | — | — | — | — | — | — | ↗ |
| 90 | 2011 | Michael J. Potts President and Chief | — | — | — | — | — | — | — | — | ↗ |
| 91 | 2011 | Daniel J. Waibel Executive Vice President | — | — | — | — | — | — | — | — | ↗ |
| 92 | 2010 | John H. Scribante President of Orion Engineered Systems | 225.0K | — | — | 482.8K | — | — | 707.8K | 68.21% | ↗ |
| 93 | 2010 | John H. Scribante President of Orion Engineered Systems | 225.0K | — | — | 482.8K | — | — | 707.8K | 68.21% | ↗ |
| 94 | 2010 | Neal R. Verfuerth Chief Executive Officer | 460.0K | — | — | 76.0K | — | 59.9K | 595.9K | 12.75% | ↗ |
| 95 | 2010 | Neal R. Verfuerth Chief Executive Officer | 460.0K | — | — | 76.0K | — | 59.9K | 595.9K | 12.75% | ↗ |
| 96 | 2010 | Scott R. Jensen Chief Financial Officer, Chief Accounting Officer and Treasurer | 173.8K | — | — | 336.5K | — | 144.00 | 510.4K | 65.93% | ↗ |
| 97 | 2010 | Scott R. Jensen Chief Financial Officer | 173.8K | — | — | 336.5K | — | 144.00 | 510.4K | 65.93% | ↗ |
| 98 | 2010 | James R. Kackley President and Chief Operating Officer | 208.3K | — | — | 50.3K | — | 12.2K | 270.8K | 18.57% | ↗ |
| 99 | 2010 | Michael J. Potts President and Chief Operating Officer | 225.0K | — | — | 25.3K | — | 16.2K | 266.5K | 9.50% | ↗ |
| 100 | 2010 | Michael J. Potts President and Chief Operating Officer | 225.0K | — | — | 25.3K | — | 16.2K | 266.5K | 9.50% | ↗ |
| 101 | 2010 | Daniel J. Waibel Former President of Orion Asset Management Division | 225.0K | — | — | — | — | 13.0K | 238.0K | 0.00% | ↗ |
| 102 | 2010 | Scott R. Jensen Chief Financial Officer and Treasurer | — | — | — | — | — | — | — | — | ↗ |
| 103 | 2010 | Daniel J. Waibel Executive Vice President | — | — | — | — | — | — | — | — | ↗ |
| 104 | 2010 | Michael J. Potts President and Chief | — | — | — | — | — | — | — | — | ↗ |
| 105 | 2009 | Neal R. Verfuerth Chief Executive Officer | 460.0K | — | — | 340.0K | — | 101.0K | 901.1K | 37.74% | ↗ |
| 106 | 2009 | John H. Scribante President of Orion Engineered Systems | 225.0K | — | — | 67.0K | — | — | 292.0K | 22.94% | ↗ |
| 107 | 2009 | John H. Scribante President of Orion Technology Ventures | 225.0K | — | — | 61.5K | — | — | 286.5K | 21.46% | ↗ |
| 108 | 2009 | Patricia A. Verfuerth Vice President of Operations | 175.0K | — | — | 87.9K | — | 22.3K | 285.2K | 30.83% | ↗ |
| 109 | 2009 | Daniel J. Waibel President of Orion Asset Management | 225.0K | — | — | 37.2K | — | 13.1K | 275.3K | 13.52% | ↗ |
| 110 | 2009 | Scott R. Jensen Chief Financial Officer | 150.4K | — | — | 51.5K | — | 144.00 | 202.1K | 25.50% | ↗ |
| 111 | 2009 | John H. Scribante President of Orion Engineered Systems | — | — | — | — | — | — | — | — | ↗ |
| 112 | 2009 | Scott R. Jensen Chief Financial Officer and Treasurer | — | — | — | — | — | — | — | — | ↗ |
| 113 | 2009 | Neal R. Verfuerth Chief Executive Officer | — | — | — | — | — | — | — | — | ↗ |
| 114 | 2008 | Neal R. Verfuerth Chief Executive Officer | 290.7K | 500.0K | — | 488.1K | 292.0K | 186.9K | 1.76M | 27.77% | ↗ |
| 115 | 2008 | Neal R. Verfuerth President and Chief Executive Officer | 290.7K | 500.0K | — | 252.4K | 292.0K | 186.9K | 1.52M | 16.58% | ↗ |
| 116 | 2008 | Patricia A. Verfuerth Vice President of Operations | 164.4K | 5.0K | — | 142.9K | 50.0K | 12.4K | 374.6K | 38.14% | ↗ |
| 117 | 2008 | Daniel J. Waibel President of Orion Asset Management | 164.4K | 105.0K | — | 26.4K | 65.0K | 13.0K | 373.8K | 7.07% | ↗ |
| 118 | 2008 | Daniel J. Waibel Chief Financial Officer & Treasurer | 164.4K | 105.0K | — | 26.4K | 65.0K | 13.0K | 373.8K | 7.07% | ↗ |
| 119 | 2008 | John H. Scribante Senior Vice President of Business Development | 150.0K | 5.0K | — | 74.9K | 60.0K | 2.8K | 292.7K | 25.60% | ↗ |
| 120 | 2008 | John H. Scribante President of Orion Technology Ventures | 150.0K | — | — | 74.9K | 60.0K | 2.8K | 287.7K | 26.04% | ↗ |
| 121 | 2008 | Michael J. Potts Executive Vice President | 164.4K | 5.0K | — | 19.8K | 65.0K | 15.1K | 269.3K | 7.36% | ↗ |
| 122 | 2008 | John H. Scribante President of Orion Engineered Systems | 150.0K | — | — | — | 60.0K | 2.8K | 212.8K | 0.00% | ↗ |
| 123 | 2007 | Neal R. Verfuerth Chief Executive Officer | 270.0K | — | — | 18.6K | — | 156.7K | 445.3K | 4.17% | ↗ |
| 124 | 2007 | Neal R. Verfuerth President and Chief Executive Officer | 270.0K | — | — | 18.6K | — | 156.7K | 445.3K | 4.17% | ↗ |
| 125 | 2007 | John H. Scribante Senior Vice President of Business Development | 149.4K | 50.0K | — | 53.3K | — | 15.8K | 268.4K | 19.85% | ↗ |
| 126 | 2007 | John H. Scribante President of Orion Technology Ventures | 149.4K | 50.0K | — | 53.3K | — | 15.8K | 268.4K | 19.85% | ↗ |
| 127 | 2007 | Michael J. Potts Executive Vice President | 150.0K | 20.0K | — | 16.7K | — | 15.1K | 201.8K | 8.28% | ↗ |
| 128 | 2007 | Daniel J. Waibel President of Orion Asset Management | 150.0K | 20.0K | — | 18.6K | — | 13.0K | 201.6K | 9.21% | ↗ |
| 129 | 2007 | Daniel J. Waibel Chief Financial Officer & Treasurer | 150.0K | 20.0K | — | 18.6K | — | 13.0K | 201.6K | 9.21% | ↗ |
| 130 | 2007 | Patricia A. Verfuerth Vice President of Operations | 150.0K | 20.0K | — | 14.9K | — | 12.4K | 197.2K | 7.55% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Scott A. Green | President & Chief Operating Officer | 472.6K | male |
| John Per Brodin | Executive Vice President, Chief Financial Officer, Chief Accounting Officer & Treasurer | 461.7K | male |
| Sally A. Washlow | Chief Executive Officer & Director | 83.4K | female |
| Steven R. Barth | Outside Legal Counsel & Board Secretary | — | male |
ESG Rating
ESG Score History ELECTRICAL EQUIPMENT & PARTS
Benchmark vs Sector
Senate Trading Activity
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House Trading Activity
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Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for OESX
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
