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Omega Flex, Inc. (OFLX)

USD29.80 +0.12 (+0.40%)
US NASDAQ Industrials Industrial - Machinery
Address 451 Creamery Way 19341-2509
Exton, PA, US
CEO Dean W. Rivest
IPO 2005-08-01
CIK 1317945 ISIN US6820951043

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Description

Omega Flex, Inc. and its affiliated companies operate as an international manufacturer and distributor of flexible metal hosing and related accessories, catering to markets across North America and beyond. Their product portfolio includes versatile gas piping, complete with necessary fittings, engineered for installation in both residential and commercial properties. Additionally, they produce specialized corrugated medical tubing, which finds application in various healthcare environments such as hospitals, outpatient clinics, dental and veterinary practices, and research laboratories. These offerings are marketed under several recognized brand names, including TracPipe, CounterStrike, AutoSnap, AutoFlare, DoubleTrac, DEF-Trac, and MediTrac. Omega Flex serves a broad spectrum of industries, encompassing construction, manufacturing, transportation, petrochemical, and pharmaceutical sectors. The company employs a multi-channel distribution strategy, engaging independent sales representatives, authorized distributors, original equipment manufacturers (OEMs), direct sales teams, and its official website to reach customers. Established in 1975, the company was initially known as Tofle America, Inc. before officially changing its name to Omega Flex, Inc. in 1996. Its corporate headquarters are situated in Exton, Pennsylvania.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD29.80 +0.12 (+0.40%)
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Volume Profile
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Liquidity & share structure
Average Volume
43.7K
Beta
0.47
Float Shares
3.50M
Free Float %
34.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-4.22% -5.16% -12.10% -19.87% +3.56% -2.07% -12.64% -72.01% -81.45% -14.20% +137.28%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

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By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
29.80
DCF (Unlevered) 31.27 +4.9%
DCF (Levered) 30.81 +3.4%

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)
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
13.00
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
7 / 10
Strong MOAT
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Industrial - Machinery: +7.4%
    -3.3% Q1'26: -1.0% (vs Q1'25)
  • EPS growth Industrial - Machinery: +15.6%
    -17.4% Q1'26: -40.0% (vs Q1'25)
  • FCF margin FCF growth · Industrial - Machinery: +38.2%
    +12.9% Q1'26: -0.4% (vs Q1'25)
  • EBIT margin Industrial - Machinery: +10.0%
    +17.2% Q1'26: +10.4% (vs Q1'25)
  • ROIC Industrial - Machinery: +6.8%
    +36.1% Q1'26: +19.3% (vs Q1'25)
  • Share dilution Industrial - Machinery: +0.0%
    +0.0% Q1'26: +0.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Industrial - Machinery: -0.65×
    0.26× Q1'26: 0.47× (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 (0.49) × ERP
WACC = 98% × Ke + 2% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 31.27 Current price: 29.80
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Revenue
46.88M
est: 54.88M (-14.6%)
54.19M
est: 64.54M (-16.0%)
64.02M
est: 71.00M (-9.8%)
77.12M
est: 78.10M (-1.3%)
85.22M
est: 85.91M (-0.8%)
93.28M
est: 94.50M (-1.3%)
94.05M
est: 103.95M (-9.5%)
101.80M
est: 114.35M (-11.0%)
108.31M
est: 125.78M (-13.9%)
111.36M
est: 138.36M (-19.5%)
105.80M
est: 152.19M (-30.5%)
130.01M
est: 167.41M (-22.3%)
125.49M
est: 184.15M (-31.9%)
111.47M
est: 202.57M (-45.0%)
EBITDA
7.39M
est: 7.79M (-5.1%)
7.36M
est: 9.23M (-20.3%)
11.45M
est: 10.15M (+12.8%)
15.60M
est: 11.17M (+39.6%)
21.13M
est: 12.29M (+72.0%)
23.96M
est: 13.52M (+77.3%)
22.36M
est: 14.87M (+50.4%)
24.72M
est: 16.35M (+51.1%)
26.91M
est: 17.99M (+49.6%)
23.57M
est: 19.79M (+19.1%)
27.47M
est: 21.77M (+26.2%)
36.08M
est: 23.94M (+50.7%)
32.11M
est: 26.34M (+21.9%)
26.90M
est: 28.97M (-7.2%)
EBIT
6.75M
est: 6.89M (-2.1%)
6.71M
est: 8.16M (-17.8%)
6.05M
est: 8.98M (-32.7%)
14.98M
est: 9.88M (+51.7%)
20.60M
est: 10.87M (+89.6%)
23.56M
est: 11.95M (+97.1%)
21.52M
est: 13.15M (+63.7%)
24.30M
est: 14.46M (+68.0%)
26.73M
est: 15.91M (+68.0%)
22.85M
est: 17.50M (+30.6%)
26.65M
est: 19.25M (+38.5%)
35.12M
est: 21.17M (+65.9%)
30.98M
est: 23.29M (+33.0%)
25.80M
est: 25.62M (+0.7%)
Net Income
4.57M
est: 4.50M (+1.4%)
4.65M
est: 5.36M (-13.2%)
6.88M
est: 5.89M (+16.7%)
10.04M
est: 6.48M (+54.9%)
13.46M
est: 7.13M (+88.9%)
15.79M
est: 7.84M (+101.4%)
14.38M
est: 8.63M (+66.7%)
15.66M
est: 9.49M (+65.1%)
20.14M
est: 10.44M (+93.0%)
17.29M
est: 11.48M (+50.6%)
19.91M
est: 12.63M (+57.7%)
26.20M
est: 13.89M (+88.6%)
23.62M
est: 15.28M (+54.6%)
20.76M
est: 16.81M (+23.5%)
SGA
15.23M
est: 17.54M (-13.1%)
18.54M
est: 20.60M (-10.0%)
24.29M
est: 22.66M (+7.2%)
24.09M
est: 24.92M (-3.4%)
26.46M
est: 27.42M (-3.5%)
30.96M
est: 30.16M (+2.7%)
32.80M
est: 33.17M (-1.1%)
34.26M
est: 36.49M (-6.1%)
34.92M
est: 40.14M (-13.0%)
43.85M
est: 44.15M (-0.7%)
35.70M
est: 48.57M (-26.5%)
41.86M
est: 53.43M (-21.7%)
42.56M
est: 58.77M (-27.6%)
38.70M
est: 64.65M (-40.1%)
EPS
0.45
est: 0.50 (-9.1%)
0.46
est: 0.58 (-20.7%)
0.68
est: 0.64 (+6.3%)
0.99
est: 0.70 (+41.4%)
1.33
est: 0.77 (+73.9%)
1.56
est: 0.84 (+86.8%)
1.42
est: 0.93 (+53.5%)
1.55
est: 1.03 (+51.2%)
2.00
est: 1.13 (+77.0%)
1.71
est: 1.25 (+36.8%)
1.97
est: 1.37 (+43.8%)
2.60
est: 1.51 (+72.2%)
2.34
est: 1.67 (+40.5%)
2.06
est: 1.84 (+12.3%)
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-05-08 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-05-07 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-05-06 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-05-05 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-05-04 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-05-01 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-04-30 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-04-29 A- 4/5 4/5 5/5 5/5 2/5 3/5 2/5
2026-04-28 A- 4/5 4/5 5/5 5/5 2/5 3/5 2/5
2026-04-27 A- 4/5 4/5 5/5 5/5 2/5 3/5 2/5
2026-04-24 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-23 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-22 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-21 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-20 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-17 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-16 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
14.06M
OE per share TTM
1.39
Owner's Yield
4.83%
Maintenance CapEx ratio
35.35%
Maint CapEx / Avg PPE
10.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
16
Total invested
1.84M
Insider transactions (90d)
0
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 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC95-4575414 1.08M 10.72% 210.6K 840.1K 241.9K 840.1K IA A California 2022-07-11
2 Virtus Investment Advisers, Inc04-2453743 883.9K 8.76% 883.9K 883.9K IA California 2019-02-12
3 Virtus Investment Advisers, Inc.04-2453743 773.6K 7.66% 773.6K 773.6K IA A California 2022-02-14
4 Virtus Equity Trust, on behalf of Virtus KAR Small Cap Growth Fund 758.8K 7.52% 758.8K 758.8K IV A California 2022-02-14
5 Conestoga Capital Advisors LLC 578.7K 5.73% 551.9K 578.7K IA Delaware 2022-01-10
6 TAX # 46-5301261 554.6K 5.50% 554.6K 554.6K OO USA, Texas 2014-07-10
7 TAX # 742961140 547.0K 5.42% 547.0K 547.0K IA USA, Texas 2014-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
16
-87 vs prev Q
New positions
1
Closed positions
88
Increased
5
Reduced
6
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 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 659.7K -161.0K (-19.6%) 19.42M -6.2M (-24.1%) 6.54% -1.596 pp 0.05% -0.010 pp USD64.81 -54.6% 51 qtrs
2 BLACKROCK, INC. 250.1K -24.3K (-8.9%) 7.36M -1.2M (-14.0%) 2.48% -0.241 pp 0.00% +0.000 pp USD47.09 -37.5% 6 qtrs
3 AMERIPRISE FINANCIAL INC 200.1K +52.9K (+35.9%) 5.89M +1.3M (+28.3%) 1.98% +0.524 pp 0.00% +0.000 pp USD32.80 -10.2% 4 qtrs
4 DIMENSIONAL FUND ADVISORS LP 199.5K -15.5K (-7.2%) 5.87M -830.0K (-12.4%) 1.98% -0.153 pp 0.00% 0.000 pp USD27.40 +7.4% 51 qtrs
5 PRINCIPLE WEALTH PARTNERS LLC 192.3K +— (+0.0%) 5.66M -335.5K (-5.6%) 1.90% +0.000 pp 0.32% -0.030 pp USD76.16 -61.3% 28 qtrs
6 VANGUARD GROUP INC 182.5K +4.8K (+2.7%) 5.37M -169.0K (-3.0%) 1.81% +0.048 pp 0.00% +0.000 pp USD59.59 -50.6% 81 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 90.7K -77.0 (-0.1%) 2.67M -160.7K (-5.7%) 0.90% -0.001 pp 0.00% +0.000 pp USD72.71 -59.5% 45 qtrs
8 STATE STREET CORP 78.1K +161.0 (+0.2%) 2.33M -131.2K (-5.3%) 0.77% +0.002 pp 0.00% +0.000 pp USD54.35 -45.8% 51 qtrs
9 HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 73.8K +296.0 (+0.4%) 2.17M -122.0K (-5.3%) 0.73% +0.003 pp 0.29% -0.029 pp USD21.74 +35.4% 52 qtrs
10 GOLDMAN SACHS GROUP INC 68.7K +7.5K (+12.3%) 2.02M +114.1K (+6.0%) 0.68% +0.074 pp 0.00% +0.000 pp USD46.23 -36.3% 15 qtrs
11 WELLS FARGO & COMPANY/MN 63.0K -20.6K (-24.6%) 1.85M -751.4K (-28.8%) 0.62% -0.204 pp 0.00% 0.000 pp USD89.16 -67.0% 57 qtrs
12 MORGAN STANLEY 60.3K -56.9K (-48.6%) 1.78M -1.9M (-51.4%) 0.60% -0.564 pp 0.00% 0.000 pp USD49.62 -40.7% 51 qtrs
13 RENAISSANCE TECHNOLOGIES LLC 59.1K -900.0 (-1.5%) 1.74M -131.2K (-7.0%) 0.59% -0.009 pp 0.00% +0.000 pp USD58.59 -49.8% 38 qtrs
14 MILLENNIUM MANAGEMENT LLC 55.4K -3.4K (-5.7%) 1.63M -201.5K (-11.0%) 0.55% -0.033 pp 0.00% 0.000 pp USD45.00 -34.6% 12 qtrs
15 AQR CAPITAL MANAGEMENT LLC 55.3K -3.0K (-5.2%) 1.63M -190.6K (-10.5%) 0.55% -0.030 pp 0.00% 0.000 pp USD31.69 -7.1% 3 qtrs
16 MARSHALL WACE, LLP 53.1K +13.3K (+33.4%) 1.56M +321.9K (+25.9%) 0.53% +0.132 pp 0.00% +0.000 pp USD40.56 -27.4% 12 qtrs
17 BANK OF NEW YORK MELLON CORP 49.3K -6.7K (-12.0%) 1.45M -295.2K (-16.9%) 0.49% -0.067 pp 0.00% 0.000 pp USD68.59 -57.1% 66 qtrs
18 CARDINAL CAPITAL MANAGEMENT 42.7K +914.0 (+2.2%) 1.27M -45.9K (-3.5%) 0.42% +0.009 pp 0.17% -0.014 pp USD33.74 -12.7% 4 qtrs
19 QUBE RESEARCH & TECHNOLOGIES LTD 39.7K +5.6K (+16.3%) 1.17M +104.8K (+9.8%) 0.39% +0.055 pp 0.00% +0.000 pp USD38.06 -22.6% 10 qtrs
20 TWO SIGMA INVESTMENTS, LP 35.1K +1.6K (+4.8%) 1.03M -11.0K (-1.0%) 0.35% +0.016 pp 0.00% 0.000 pp USD45.62 -35.5% 11 qtrs
21 NORTHERN TRUST CORP 34.0K +783.0 (+2.4%) 1.00M -34.9K (-3.4%) 0.34% +0.008 pp 0.00% +0.000 pp USD43.82 -32.8% 51 qtrs
22 D. E. SHAW & CO., INC. 30.5K +8.0K (+35.6%) 896.5K +196.0K (+28.0%) 0.30% +0.079 pp 0.00% +0.000 pp USD48.83 -39.7% 22 qtrs
23 SEI INVESTMENTS CO 29.8K -6.5K (-17.9%) 876.8K -254.7K (-22.5%) 0.30% -0.064 pp 0.00% 0.000 pp USD79.43 -62.9% 23 qtrs
24 GSA CAPITAL PARTNERS LLP 27.8K -390.0 (-1.4%) 818.0K -61.0K (-6.9%) 0.28% -0.004 pp 0.07% -0.003 pp USD36.03 -18.3% 5 qtrs
25 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 26.6K -237.0 (-0.9%) 783.1K -53.8K (-6.4%) 0.26% -0.002 pp 0.00% +0.000 pp USD75.90 -61.2% 53 qtrs
26 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 25.2K +25.2K (+100.0%) 742.0K +742.0K (+100.0%) 0.25% +0.250 pp 0.00% +0.000 pp USD29.44 +0.0% 1 qtrs NEW
27 CORSAIR CAPITAL MANAGEMENT, L.P. 20.0K +20.0K (+100.0%) 589.8K +589.8K (+100.0%) 0.20% +0.199 pp 0.09% +0.092 pp USD29.44 +0.0% 1 qtrs NEW
28 TREXQUANT INVESTMENT LP 19.1K +19.1K (+100.0%) 561.0K +561.0K (+100.0%) 0.19% +0.189 pp 0.01% +0.005 pp USD29.44 +0.0% 6 qtrs
29 STATE OF TENNESSEE, TREASURY DEPARTMENT 17.0K +8.1K (+90.6%) 560.8K +282.7K (+101.6%) 0.17% +0.080 pp 0.00% +0.001 pp USD31.37 -6.2% 4 qtrs
30 QUANTINNO CAPITAL MANAGEMENT LP 17.2K -8.7K (-33.5%) 507.0K -300.7K (-37.2%) 0.17% -0.086 pp 0.00% -0.001 pp USD31.93 -7.8% 3 qtrs
31 SQUAREPOINT OPS LLC 16.3K -14.2K (-46.6%) 480.0K -472.0K (-49.6%) 0.16% -0.141 pp 0.00% 0.000 pp USD40.82 -27.9% 11 qtrs
32 CITADEL ADVISORS LLC 15.9K +15.9K (+100.0%) 468.4K +468.4K (+100.0%) 0.16% +0.158 pp 0.00% +0.000 pp USD29.44 +0.0% 15 qtrs
33 JPMORGAN CHASE & CO 15.6K -5.5K (-26.2%) 459.2K -199.7K (-30.3%) 0.15% -0.055 pp 0.00% +0.000 pp USD57.62 -48.9% 33 qtrs
34 NUVEEN, LLC 14.5K +7.3K (+102.2%) 426.9K +203.3K (+90.9%) 0.14% +0.073 pp 0.00% +0.000 pp USD32.08 -8.2% 4 qtrs
35 DAIWA SECURITIES GROUP INC. 13.1K -1.0K (-7.2%) 385.0K -54.0K (-12.3%) 0.13% -0.010 pp 0.00% 0.000 pp USD106.00 -72.2% 25 qtrs
36 ENVESTNET ASSET MANAGEMENT INC 12.9K -11.9K (-48.1%) 378.6K -394.0K (-51.0%) 0.13% -0.118 pp 0.00% 0.000 pp USD63.75 -53.8% 8 qtrs
37 IEQ CAPITAL, LLC 11.5K -11.0 (-0.1%) 337.1K -20.3K (-5.7%) 0.11% 0.000 pp 0.00% 0.000 pp USD31.19 -5.6% 2 qtrs
38 EXCHANGE TRADED CONCEPTS, LLC 8.8K +673.0 (+8.2%) 260.2K +5.6K (+2.2%) 0.09% +0.007 pp 0.00% 0.000 pp USD32.06 -8.2% 6 qtrs
39 QUADRATURE CAPITAL LTD 8.5K +8.5K (+100.0%) 250.0K +250.0K (+100.0%) 0.08% +0.084 pp 0.00% +0.003 pp USD29.44 +0.0% 1 qtrs NEW
40 POINT72 ASSET MANAGEMENT, L.P. 7.9K +7.9K (+100.0%) 233.3K +233.3K (+100.0%) 0.08% +0.079 pp 0.00% +0.000 pp USD29.44 +0.0% 1 qtrs NEW
41 TWO SIGMA ADVISERS, LP 7.7K -1.5K (-16.3%) 226.7K -60.2K (-21.0%) 0.08% -0.015 pp 0.00% 0.000 pp USD55.17 -46.6% 10 qtrs
42 AMERICAN CENTURY COMPANIES INC 7.6K -296.0 (-3.8%) 223.2K -22.5K (-9.1%) 0.08% -0.003 pp 0.00% +0.000 pp USD56.76 -48.1% 9 qtrs
43 ALLIANCEBERNSTEIN L.P. 7.3K -690.0 (-8.7%) 214.3K -34.2K (-13.8%) 0.07% -0.007 pp 0.00% +0.000 pp USD32.31 -8.9% 15 qtrs
44 BARCLAYS PLC 7.1K +610.0 (+9.5%) 207.8K -114.1K (-35.4%) 0.07% +0.006 pp 0.00% +0.000 pp USD45.43 -35.2% 38 qtrs
45 CANADA PENSION PLAN INVESTMENT BOARD 6.9K +6.9K (+100.0%) 203.1K +203.1K (+100.0%) 0.07% +0.068 pp 0.00% +0.000 pp USD29.44 +0.0% 1 qtrs NEW
46 LOS ANGELES CAPITAL MANAGEMENT LLC 6.2K +6.2K (+100.0%) 170.7K +170.7K (+100.0%) 0.06% +0.062 pp 0.00% +0.001 pp USD29.44 +0.0% 7 qtrs
47 ACADIAN ASSET MANAGEMENT LLC 5.6K +5.6K (+100.0%) 164.0K +164.0K (+100.0%) 0.06% +0.056 pp 0.00% +0.000 pp USD29.44 +0.0% 1 qtrs NEW
48 ROYAL BANK OF CANADA 4.8K +988.0 (+26.0%) 141.0K +23.0K (+19.5%) 0.05% +0.010 pp 0.00% +0.000 pp USD43.30 -32.0% 25 qtrs
49 US BANCORP \DE\ 4.8K -141.0 (-2.9%) 140.8K -12.7K (-8.3%) 0.05% -0.001 pp 0.00% +0.000 pp USD78.43 -62.5% 51 qtrs
50 RHUMBLINE ADVISERS 4.7K -509.0 (-9.8%) 137.8K -24.0K (-14.9%) 0.05% -0.005 pp 0.00% +0.000 pp USD59.40 -50.4% 37 qtrs
51 BANK OF AMERICA CORP /DE/ 4.3K -387.0 (-8.3%) 125.8K -19.5K (-13.4%) 0.04% -0.004 pp 0.00% +0.000 pp USD52.99 -44.4% 52 qtrs
52 CWM, LLC 3.8K -460.0 (-10.8%) 112.0K -21.0K (-15.8%) 0.04% -0.005 pp 0.00% 0.000 pp USD33.58 -12.3% 8 qtrs
53 BNP PARIBAS ARBITRAGE, SNC 2.2K -2.5K (-53.0%) 64.8K -81.1K (-55.6%) 0.02% -0.025 pp 0.00% +0.000 pp USD61.58 -52.2% 46 qtrs
54 BROWN, LISLE/CUMMINGS, INC. 1.9K +— (+0.0%) 54.5K -3.2K (-5.6%) 0.02% +0.000 pp 0.01% -0.001 pp USD94.30 -68.8% 11 qtrs
55 NEW YORK STATE COMMON RETIREMENT FUND 1.7K +— (+0.0%) 50.9K -3.0K (-5.6%) 0.02% +0.000 pp 0.00% +0.000 pp USD41.80 -29.6% 43 qtrs
56 PNC FINANCIAL SERVICES GROUP, INC. 1.7K -161.0 (-8.7%) 50.0K -8.0K (-13.8%) 0.02% -0.002 pp 0.00% +0.000 pp USD49.95 -41.1% 29 qtrs
57 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 1.7K +44.0 (+2.7%) 50.0K -1.6K (-3.1%) 0.02% +0.000 pp 0.00% +0.000 pp USD49.38 -40.4% 7 qtrs
58 DEUTSCHE BANK AG\ 1.6K +— (+0.0%) 47.3K -2.8K (-5.6%) 0.02% +0.000 pp 0.00% +0.000 pp USD106.14 -72.3% 44 qtrs
59 COMERICA BANK 1.2K +933.0 (+313.1%) 36.2K +26.9K (+290.0%) 0.01% +0.009 pp 0.00% +0.000 pp USD30.73 -4.2% 4 qtrs
60 RUSSELL INVESTMENTS GROUP, LTD. 1.1K +442.0 (+65.2%) 33.0K +11.8K (+55.9%) 0.01% +0.004 pp 0.00% +0.000 pp USD32.14 -8.4% 6 qtrs
61 GREAT WEST LIFE ASSURANCE CO /CAN/ 1.1K +1.1K (+100.0%) 32.0K +32.0K (+100.0%) 0.01% +0.011 pp 0.00% +0.000 pp USD29.44 +0.0% 1 qtrs NEW
62 UBS GROUP AG 968.00 -2.0K (-67.7%) 28.5K -65.0K (-69.5%) 0.01% -0.020 pp 0.00% +0.000 pp USD61.15 -51.9% 17 qtrs
63 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 940.00 +— (+0.0%) 27.7K -1.6K (-5.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD41.97 -29.9% 5 qtrs
64 STATE OF ALASKA, DEPARTMENT OF REVENUE 527.00 +527.0 (+100.0%) 15.0K +15.0K (+100.0%) 0.01% +0.005 pp 0.00% +0.000 pp USD29.44 +0.0% 1 qtrs NEW
65 MEEDER ASSET MANAGEMENT INC 482.00 +482.0 (+100.0%) 14.2K +14.2K (+100.0%) 0.00% +0.005 pp 0.00% +0.001 pp USD29.44 +0.0% 1 qtrs NEW
66 LEGAL & GENERAL GROUP PLC 409.00 +— (+0.0%) 12.0K -714.0 (-5.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD92.72 -68.2% 37 qtrs
67 BARROW HANLEY MEWHINNEY & STRAUSS LLC 383.00 +— (+0.0%) 11.3K -668.0 (-5.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD32.38 -9.1% 3 qtrs
68 TOWER RESEARCH CAPITAL LLC (TRC) 359.00 -6.0 (-1.6%) 10.6K -814.0 (-7.2%) 0.00% 0.000 pp 0.00% 0.000 pp USD37.60 -21.7% 34 qtrs
69 NISA INVESTMENT ADVISORS, LLC 330.00 +262.0 (+385.3%) 9.7K +7.6K (+353.2%) 0.00% +0.003 pp 0.00% +0.000 pp USD30.52 -3.5% 9 qtrs
70 AMERITAS INVESTMENT PARTNERS, INC. 248.00 +— (+0.0%) 7.3K -433.0 (-5.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD47.79 -38.4% 36 qtrs
71 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 218.00 -40.0 (-15.5%) 6.4K -1.6K (-20.2%) 0.00% 0.000 pp 0.00% +0.000 pp USD32.63 -9.8% 52 qtrs
72 WEALTHCOLLAB, LLC 205.00 +143.0 (+230.6%) 6.0K +4.1K (+212.1%) 0.00% +0.001 pp 0.00% +0.002 pp USD29.96 -1.7% 4 qtrs
73 GAMMA INVESTING LLC 181.00 +99.0 (+120.7%) 5.3K +2.8K (+108.4%) 0.00% +0.001 pp 0.00% +0.000 pp USD31.35 -6.1% 9 qtrs
74 MASSMUTUAL TRUST CO FSB/ADV 146.00 +108.0 (+284.2%) 4.3K +3.1K (+262.7%) 0.00% +0.001 pp 0.00% +0.000 pp USD31.07 -5.2% 5 qtrs
75 FMR LLC 143.00 -269.0 (-65.3%) 4.2K -8.6K (-67.2%) 0.00% -0.003 pp 0.00% +0.000 pp USD51.85 -43.2% 20 qtrs
76 EVERSOURCE WEALTH ADVISORS, LLC 111.00 -76.0 (-40.6%) 3.3K -2.6K (-44.0%) 0.00% -0.001 pp 0.00% 0.000 pp USD32.83 -10.3% 5 qtrs
77 JONES FINANCIAL COMPANIES LLLP 102.00 +— (+0.0%) 3.0K -219.0 (-6.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD31.19 -5.6% 2 qtrs
78 AMALGAMATED BANK 112.00 +4.0 (+3.7%) 3.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD123.51 -76.2% 16 qtrs
79 SRS CAPITAL ADVISORS, INC. 101.00 -4.2K (-97.6%) 3.0K -130.9K (-97.8%) 0.00% -0.042 pp 0.00% -0.002 pp USD31.21 -5.7% 3 qtrs
80 ELKHORN PARTNERS LIMITED PARTNERSHIP 100.00 +100.0 (+100.0%) 2.9K +2.9K (+100.0%) 0.00% +0.001 pp 0.00% +0.002 pp USD29.44 +0.0% 1 qtrs NEW
81 PRIVATE WEALTH MANAGEMENT GROUP, LLC 89.00 -21.0 (-19.1%) 2.6K -810.0 (-23.6%) 0.00% 0.000 pp 0.00% 0.000 pp USD32.01 -8.0% 4 qtrs
82 FARTHER FINANCE ADVISORS, LLC 83.00 -17.0 (-17.0%) 2.4K -675.0 (-21.6%) 0.00% 0.000 pp 0.00% +0.000 pp USD32.36 -9.0% 3 qtrs
83 CITIGROUP INC 81.00 -288.0 (-78.0%) 2.4K -9.1K (-79.3%) 0.00% -0.003 pp 0.00% +0.000 pp USD52.62 -44.1% 49 qtrs
84 TRUE WEALTH DESIGN, LLC 70.00 +7.0 (+11.1%) 2.1K +96.0 (+4.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD34.29 -14.1% 5 qtrs
85 ALLWORTH FINANCIAL LP 62.00 -71.0 (-53.4%) 1.8K -2.3K (-56.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD31.37 -6.2% 7 qtrs
86 VERSANT CAPITAL MANAGEMENT, INC 46.00 -1.9K (-97.6%) 1.4K -58.9K (-97.8%) 0.00% -0.019 pp 0.00% -0.008 pp USD33.15 -11.2% 5 qtrs
87 WOLFF WIESE MAGANA LLC 44.00 +— (+0.0%) 1.3K -77.0 (-5.6%) 0.00% +0.000 pp 0.00% 0.000 pp USD85.50 -65.6% 11 qtrs
88 OPTIVER HOLDING B.V. 42.00 +— (+0.0%) 1.2K -74.0 (-5.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD31.17 -5.6% 2 qtrs
89 COVESTOR LTD 19.00 +2.0 (+11.8%) 1.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD51.74 -43.1% 8 qtrs
90 HARBOR CAPITAL ADVISORS, INC. 47.00 -1.0 (-2.1%) 1.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD41.13 -28.4% 6 qtrs
91 AVION WEALTH 35.00 +35.0 (+100.0%) 1.0K +1.0K (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD29.43 +0.0% 3 qtrs
92 ADVISOR GROUP HOLDINGS, INC. 26.00 -1.6K (-98.4%) 765.00 -51.0K (-98.5%) 0.00% -0.016 pp 0.00% 0.000 pp USD94.54 -68.9% 24 qtrs
93 IFP ADVISORS, INC 23.00 -5.0 (-17.9%) 677.00 -196.0 (-22.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD33.39 -11.8% 6 qtrs
94 STERLING CAPITAL MANAGEMENT LLC 23.00 +14.0 (+155.6%) 677.00 +396.0 (+140.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD33.52 -12.2% 6 qtrs
95 LARSON FINANCIAL GROUP LLC 20.00 +— (+0.0%) 589.00 -35.0 (-5.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD32.35 -9.0% 3 qtrs
96 OPTIMA CAPITAL LLC 18.00 +18.0 (+100.0%) 536.00 +536.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD29.39 +0.2% 1 qtrs NEW
97 ROTHSCHILD INVESTMENT LLC 18.00 +15.0 (+500.0%) 530.00 +436.0 (+463.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD29.67 -0.8% 2 qtrs
98 FORTITUDE FAMILY OFFICE, LLC 18.00 -71.0 (-79.8%) 530.00 -2.2K (-80.9%) 0.00% -0.001 pp 0.00% -0.001 pp USD32.33 -8.9% 3 qtrs
99 TUCKER ASSET MANAGEMENT LLC 18.00 +18.0 (+100.0%) 530.00 +530.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD29.39 +0.2% 1 qtrs NEW
100 MAI CAPITAL MANAGEMENT 4.00 +4.0 (+100.0%) 118.00 +118.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD29.25 +0.6% 1 qtrs NEW
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 65 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Acquirers Small and Micro Deep Value ETF DEEP 0.93% 252.8K 0.80%
2 Invesco NASDAQ Future Gen 200 ETF QQQS 0.49% 108.2K 0.20%
3 Royce Quant Small-Cap Quality Value ETF SQLV 0.18% 51.6K 0.60%
4 WisdomTree U.S. SmallCap Dividend Fund DES 0.04% 800.1K 0.38%
5 WisdomTree U.S. SmallCap Fund EES 0.03% 246.6K 0.38%
6 Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT 0.03% 3.0K 0.29%
7 iShares Micro-Cap ETF IWC 0.02% 365.9K 0.60%
8 U.S. Micro Cap Portfolio ETF DFMC 0.02% 1.71M 0.43%
9 WisdomTree US Equity Income UCITS ETF DHSD.L 0.02% 32.8K 0.29%
10 WisdomTree US Equity Income UCITS ETF - Acc DHSA.L 0.02% 32.8K 0.29%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
2.50
Bullish
Ratio by volume
3.00
Bullish
Buys
10
Sells
4
Shares acquired
10.3K
Shares disposed
2.1K
Cash buys
1.00
Cash sales
Net activity
+8,269
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
2026-03-11 Rivest Dean W. Director / Officer P-Purchase A Common Stock 1,000 29.50 29.5K 1,000 D
2026-02-22 Unger Matthew Francis Officer M-Exempt A Phantom Stock 395 0.00 0 D
2026-02-22 Rivest Dean W. Director / Officer M-Exempt D Phantom Stock 593 0.00 0 D
2026-02-22 Moran Edwin B. Director / Officer D-Return D Common Stock 494 37.55 18.5K 0 D
2026-02-18 Unger Matthew Francis Officer A-Award A Phantom Stock 1,641 0.00 1,641 D
2026-02-18 Rivest Dean W. Director / Officer A-Award A Phantom Stock 2,461 0.00 2,461 D
2026-02-18 Moran Edwin B. Director / Officer A-Award A Phantom Stock 2,051 0.00 2,051 D
2026-02-18 Asch Susan B. Officer A-Award A Phantom Stock 820 0.00 820 D
2025-12-10 REED STEWART B Director / 10% Owner G-Gift D Common Stock 4,000 0.00 496,394 I
2025-12-10 Evans David K Director P-Purchase A Common Stock 142 30.67 4.4K 1,384 D
2025-12-05 SHEA STEPHEN M Director P-Purchase A Common Stock 2,350 28.47 66.9K 3,750 D
2025-12-04 SHEA STEPHEN M Director P-Purchase A Common Stock 1,400 28.44 39.8K 1,400 D
2025-11-24 Moran Edwin B. Director / Officer P-Purchase A Common Stock 500 27.29 13.6K 1,000 D
2025-06-12 Hoben Kevin R Director / Officer S-Sale D Common Stock 972 31.55 30.7K 898,533 D
2025-05-02 Moran Edwin B. Director / Officer P-Purchase A Common Stock 500 29.72 14.9K 500 D
2025-02-21 Unger Matthew Francis Officer A-Award A Phantom Stock 1,655 0.00 1,655 D
2025-02-21 Rivest Dean W. Director / Officer A-Award A Phantom Stock 2,483 0.00 2,483 D
2025-02-21 Moran Edwin B. Director / Officer A-Award A Phantom Stock 2,069 0.00 2,069 D
2025-02-21 Asch Susan B. Officer A-Award A Phantom Stock 828 0.00 828 D
2025-02-18 Rivest Dean W. Director / Officer M-Exempt A Common Stock 603 0.00 603 D
2025-02-18 Moran Edwin B. Director / Officer M-Exempt A Phantom Stock 402 0.00 0 D
2024-12-30 REED STEWART B Director / 10% Owner G-Gift D Common Stock 2,500 0.00 500,394 I
2024-04-09 SHEA STEPHEN M Director D Common Stock 0 0.00 0
2024-03-22 Reed Estate of John E 10% Owner W-Will D Common Stock 2,079,008 0.00 0
2024-03-22 REED STEWART B Director / 10% Owner W-Will A Common Stock 2,079,008 0.00 2,673,899
2024-03-22 John E. Reed Trust 10% Owner D Common Stock 0 0.00 2,673,899
2024-03-20 Unger Matthew Francis Officer A-Award A Phantom Stock 833 0.00 833
2024-03-20 Rivest Dean W. Director / Officer A-Award A Phantom Stock 1,250 0.00 1,250
2024-03-20 Moran Edwin B. Director / Officer A-Award A Phantom Stock 1,042 0.00 1,042
2024-03-20 Asch Susan B. Officer A-Award A Phantom Stock 417 0.00 417
2024-02-28 Rivest Dean W. Officer D Phantom Stock 750 0.00 0
2024-02-28 Moran Edwin B. Director / Officer D-Return D Common Stock 750 70.59 52.9K 0
2023-12-14 REED STEWART B Director / 10% Owner G-Gift D Common Stock 1,250 0.00 767,637
2023-06-05 Hoben Kevin R Director / Officer G-Gift D Common stock 850 0.00 900,844
2023-04-01 Asch Susan B. Officer D Common Stock 0 0.00 0
2023-03-27 REED STEWART B Director / 10% Owner G-Gift D Common stock 1,000 0.00 768,887
2023-03-08 Unger Matthew Francis Officer A-Award A Phantom Stock 534 0.00 534
2023-03-08 Rivest Dean W. Officer A-Award A Phantom Stock 801 0.00 801
2023-03-08 Moran Edwin B. Officer A-Award A Phantom Stock 667 0.00 667
2023-02-15 Scanlan Timothy P. Officer M-Exempt D Phantom stock 930 0.00 0
2023-02-15 Rivest Dean W. Officer D-Return D Common stock 930 123.30 114.7K 0
2023-02-15 Moran Edwin B. Officer M-Exempt D Phantom stock 930 0.00 0
2022-08-19 Albino Mark F Director S-Sale D common stock 3,199 120.00 383.9K 192,501
2022-08-18 Albino Mark F Director S-Sale D common stock 13 120.03 1.6K 196,295
2022-08-17 Albino Mark F Director S-Sale D common stock 196 120.00 23.5K 198,403
2022-08-16 Albino Mark F Director S-Sale D common stock 100 115.40 11.5K 214,035
2022-08-15 Albino Mark F 10% Owner S-Sale D common stock 300 118.72 35.6K 236,945
2022-08-12 Albino Mark F Director S-Sale D common stock 100 117.55 11.8K 254,845
2022-08-11 Albino Mark F Director S-Sale D common stock 6 117.81 706.86 268,661
2022-08-10 Albino Mark F Director S-Sale D common stock 85 119.88 10.2K 269,436
2022-03-10 Unger Matthew Francis Officer D Common Stock 0 0.00 0
2022-02-23 REED STEWART B Director / 10% Owner S-Sale D Common stock 40,517 137.72 5.58M 769,887
2022-02-23 Hoben Kevin R Officer S-Sale D Common Stock 40,517 137.72 5.58M 901,694
2022-02-23 Albino Mark F Director / Officer / 10% Owner S-Sale D Common Stock 40,517 137.72 5.58M 270,097
2022-02-22 Scanlan Timothy P. Officer A-Award A Phantom Stock 395 0.00 2,477
2022-02-22 Rivest Dean W. Officer A-Award A Phantom Stock 593 0.00 2,675
2022-02-22 Moran Edwin B. Officer A-Award A Phantom Stock 494 0.00 2,576
2022-02-12 Scanlan Timothy P. Officer M-Exempt A Phantom Stock 1,000 0.00 2,082
2022-02-12 Rivest Dean W. Officer M-Exempt A Phantom Stock 1,000 0.00 2,082
2022-02-12 Moran Edwin B. Officer M-Exempt A Phantom Stock 1,000 0.00 2,082
2021-12-31 REED STEWART B Director / 10% Owner I Common stock 0 0.00 400,165
2021-11-24 Albino Mark F Director / Officer S-Sale D Common Stock 22 136.00 3.0K 309,615
2021-11-23 Albino Mark F Director / Officer S-Sale D Common Stock 241 136.00 32.8K 309,974
2021-11-22 Albino Mark F Director / Officer S-Sale D Common stock 4,000 137.15 548.6K 313,415
2021-11-19 Albino Mark F Director / Officer S-Sale D Common Stock 100 138.33 13.8K 318,126
2021-11-18 Albino Mark F Director / Officer S-Sale D Common Stock 25 138.54 3.5K 333,691
2021-11-17 Albino Mark F Director / Officer S-Sale D Common Stock 10 140.00 1.4K 334,300
2021-11-12 Hoben Kevin R Director / Officer G-Gift D Common Stock 610 0.00 942,211
2021-11-10 Albino Mark F Director / Officer S-Sale D Common Stock 148 137.45 20.3K 336,093
2021-11-09 Albino Mark F Officer S-Sale D Common Stock 100 140.33 14.0K 341,914
2021-03-26 REED STEWART B Director / 10% Owner S-Sale D Common stock 34,483 145.00 5.00M 810,404
2021-03-26 Hoben Kevin R Officer S-Sale D Common stock 34,483 145.00 5.00M 942,821
2021-03-26 Albino Mark F Director / Officer S-Sale D Common stock 34,483 145.00 5.00M 346,662
2021-03-12 REED STEWART B Director / 10% Owner S-Sale D Common stock 25,000 151.00 3.78M 844,887
2021-03-12 Hoben Kevin R Director / Officer S-Sale D Common stock 25,000 151.00 3.78M 977,304
2021-03-12 Albino Mark F Director / Officer S-Sale D Common stock 25,000 151.00 3.78M 381,145
2021-02-18 Rivest Dean W. Officer A-Award A Phantom Stock 603 0.00 3,283
2021-02-18 Moran Edwin B. Officer A-Award A Phantom Stock 402 0.00 3,082
2021-02-18 Kane Paul James Officer A-Award A Phantom Stock 402 0.00 3,082
2021-02-14 Treichel Steven A Officer M-Exempt D Phantom Stock 2,000 0.00 4,035
2021-02-14 Scanlan Timothy P. Officer A-Award A Phantom Stock 402 0.00 3,082
2021-02-14 Rivest Dean W. Officer M-Exempt D Phantom Stock 1,200 0.00 2,680
2021-02-14 Moran Edwin B. Officer M-Exempt D Phantom Stock 1,200 0.00 2,680
2021-02-14 Kane Paul James Officer M-Exempt D Phantom Stock 1,200 0.00 2,680
2020-12-08 Hoben Kevin R Director / Officer G-Gift D Common stock 165 0.00 1,002,304
2020-12-03 Hoben Kevin R Director / Officer G-Gift D Common stock 690 0.00 1,002,469
2020-11-10 Glanvill Derek Director S-Sale D Common Stock 100 153.85 15.4K 482
2020-11-09 Glanvill Derek Director S-Sale D Common Stock 100 148.96 14.9K 2,886
2020-10-07 Rivest Dean W. Officer D Common 0 0.00 0
2020-09-08 Rivest Dean W. Officer D Common stock 0 0.00 11,810
2020-08-10 Hoben Kevin R Director / Officer G-Gift D Common stock 1,860 0.00 1,003,159
2020-06-24 REED STEWART B Director / 10% Owner G-Gift D Common stock 15,000 0.00 507,394
2020-05-04 Hoben Kevin R Director / Officer G-Gift D Common Stock 1,128 0.00 899,505
2020-02-28 Treichel Steven A Officer A-Award A Phantom Stock 1,125 0.00 6,025
2020-02-28 Scanlan Timothy P. Officer A-Award A Phantom Stock 750 0.00 3,880
2020-02-28 Kane Paul James Officer A-Award A Phantom Stock 750 0.00 3,880
2020-02-16 Treichel Steven A Officer M-Exempt D Phantom Stock 2,550 0.00 4,910
2020-02-16 Scanlan Timothy P. Officer M-Exempt A Phantom Stock 1,800 0.00 3,130
2020-02-16 Kane Paul James Officer M-Exempt D Phantom Stock 1,800 0.00 6,130
2019-12-30 Evans David K Director 0 0.00 0
2019-10-02 Hoben Kevin R Director / Officer G-Gift D Common 250 0.00 1,005,019
2019-09-25 Hoben Kevin R Director / Officer / 10% Owner G-Gift D Common 1,000 0.00 1,005,269
2019-09-19 REED STEWART B Director / 10% Owner G-Gift D Common 1,600 0.00 522,394
2019-06-20 Klink Bruce C Director A-Award A Common Stock 500 0.00 1,400
2019-06-20 Glanvill Derek Director A-Award A Common Stock 500 0.00 500
2019-06-20 FILLER J NICHOLAS Director A-Award A Common Stock 500 0.00 1,850
2019-06-20 Evans David K Director A-Award A Common Stock 500 0.00 750
2019-06-20 DUBIN JAMES M Director A-Award A Common Stock 500 0.00 500
2019-02-16 Treichel Steven A Officer M-Exempt D Phantom Stock 2,550 0.00 7,460
2019-02-16 Scanlan Timothy P. Officer M-Exempt D Phantom Stock 1,800 0.00 4,930
2019-02-16 Omega Flex, Inc. Officer M-Exempt D Phantom Stock 2,550 0.00 7,460
2019-02-16 Kane Paul James Officer M-Exempt D Phantom Stock 1,800 0.00 7,930
2019-02-15 Treichel Steven A Officer A-Award A Phantom Stock 1,400 0.00 10,010
2019-02-15 Scanlan Timothy P. Officer A-Award A Phantom Stock 930 0.00 6,730
2019-02-15 Omega Flex, Inc. Officer A-Award A Phantom Stock 1,400 0.00 10,010
2019-02-15 Kane Paul James Officer A-Award A Phantom Stock 930 0.00 9,730
2019-01-31 DUBIN JAMES M Director D Common 0 0.00 0
2018-12-31 FILLER J NICHOLAS Director 0 0.00 0
2018-02-20 Treichel Steven A Officer M-Exempt D Phantom Stock 2,550 0.00 8,610
2018-02-20 Scanlan Timothy P. Officer M-Exempt D Phantom Stock 1,800 0.00 5,800
2018-02-20 Kane Paul James Officer M-Exempt D Phantom Stock 1,800 0.00 8,800
2018-02-12 Treichel Steven A Officer A-Award A Phantom Stock 1,500 0.00 11,160
2018-02-12 Scanlan Timothy P. Officer A-Award A Phantom Stock 1,000 0.00 7,600
2018-02-12 Kane Paul James Officer A-Award A Phantom Stock 1,000 0.00 10,600
2018-02-09 Scanlan Timothy P. Officer D Common Stock 0 0.00 250
2017-12-31 REED STEWART B Director / 10% Owner I Common stock 0 0.00 13,307
2017-12-29 REED STEWART B Director I Common stock 0 0.00 523,994
2017-11-02 FILLER J NICHOLAS Director W-Will A common stock 350 0.00 1,550
2017-04-03 Treichel Steven A Officer M-Exempt D Phantom Stock 2,100 0.00 9,660
2017-04-03 Kane Paul James Officer M-Exempt D Phantom Stock 1,500 0.00 8,100
2017-02-14 Treichel Steven A Officer A-Award A Phantom Stock 2,000 0.00 11,660
2017-02-14 Kane Paul James Officer A-Award A Phantom Stock 1,200 0.00 9,600
2016-02-26 Glanvill Derek Director P-Purchase A Common 1,000 30.73 30.7K 3,000
2016-02-18 Glanvill Derek Director P-Purchase A Common 1,000 33.02 33.0K 2,000
2016-02-16 Treichel Steven A Officer A-Award A Phantom Stock 2,520 0.00 11,760
2016-02-16 Kane Paul James Officer A-Award A Phantom Stock 1,800 0.00 9,900
2015-12-22 Glanvill Derek Director P-Purchase A Common 220 38.83 8.5K 1,000
2015-12-18 Glanvill Derek Director P-Purchase A Common 78 38.80 3.0K 780
2015-12-17 Glanvill Derek Director P-Purchase A Common 702 39.25 27.6K 702
2015-09-11 Glanvill Derek Director D Common 0 0.00 0
2015-05-31 Albino Mark F Director / Officer S-Sale D Common 429 32.27 13.9K 406,145
2015-02-16 Treichel Steven A Officer A-Award A Phantom Stock 2,520 0.00 11,340
2015-02-16 Kane Paul James Officer A-Award A Phantom stock 1,800 0.00 8,100
2014-07-02 Hoben Kevin R Director / Officer S-Sale D Common 164 20.00 3.3K 1,006,269
2014-07-01 Hoben Kevin R Director / Officer S-Sale D Common 3,184 20.00 63.7K 1,006,433
2014-06-27 Hoben Kevin R Director / Officer / 10% Owner S-Sale D Common 105 20.00 2.1K 1,009,617
2014-06-23 Hoben Kevin R Director / Officer / 10% Owner S-Sale D Common 2,000 20.01 40.0K 1,009,722
2014-06-20 Hoben Kevin R Director / Officer / 10% Owner S-Sale D Common 2,000 20.00 40.0K 1,011,722
2014-05-29 Hoben Kevin R Officer S-Sale D Common 16 20.00 320.00 1,015,722
2014-05-27 Hoben Kevin R Director / Officer / 10% Owner S-Sale D Common 2,000 20.00 40.0K 1,015,738
2014-05-23 Hoben Kevin R Director / Officer / 10% Owner S-Sale A Common 420 20.00 8.4K 1,017,738
2014-05-21 Hoben Kevin R Director / Officer / 10% Owner S-Sale D Common 182 20.00 3.6K 1,018,158
2014-02-19 Treichel Steven A Officer A-Award A Phantom Stock 2,520 0.00 10,920
2014-02-19 Kane Paul James Officer A-Award A Phantom stock 1,800 0.00 7,800
2013-07-25 Treichel Steven A Officer S-Sale D Common 1,000 21.46 21.5K 0
2013-07-23 Reed Estate of John E 10% Owner D Common 0 0.00 885,500
2013-04-03 Treichel Steven A Officer A-Award A Phantom stock 2,100 0.00 8,400
2013-04-03 Kane Paul James Officer A-Award A Phantom stock 1,500 0.00 6,000
2013-02-20 Treichel Steven A Officer M-Exempt D Phantom stock 2,241 0.00 6,300
2013-02-20 Kane Paul James Officer M-Exempt D Phantom stock 1,601 0.00 4,500
2012-03-06 Kane Paul James Officer D Phantom stock units 1,269 0.00 0
2012-02-16 Treichel Steven A Officer A-Award A Phantom stock 2,100 0.00 8,541
2012-02-16 Kane Paul James Officer A-Award A Phantom stock 1,500 0.00 7,370
2011-03-05 Kane Paul James Officer M-Exempt D Phantom stock 454 0.00 5,870
2011-03-03 Treichel Steven A Officer A-Award A Phantom stock 2,100 0.00 6,441
2011-03-03 Kane Paul James Officer A-Award A Phantom stock 1,500 0.00 6,324
2010-12-08 Evans David K Director P-Purchase A Common stock 250 16.75 4.2K 250
2010-06-11 TRAINOR EDWARD J Director P-Purchase A Common stock 900 12.35 11.1K 5,000
2010-03-11 Evans David K Director P-Purchase A Common stock 250 10.65 2.7K 790
2010-03-03 Treichel Steven A Officer A-Award A Phantom stock 2,100 0.00 4,341
2010-03-03 Kane Paul James Officer A-Award A Phantom stock 1,500 0.00 4,824
2009-04-03 FILLER J NICHOLAS Director D Common 0 0.00 1,200
2009-02-20 Treichel Steven A Officer A-Award A Phantom Stock 2,241 0.00 2,241
2009-02-20 Kane Paul James Officer A-Award A Phantom stock 1,601 0.00 3,324
2008-05-19 Kane Paul James Officer D Common stock 0 0.00 50
2008-03-06 Kane Paul James Officer A-Award A Phantom stock 1,269 0.00 1,723
2007-09-24 TRAINOR EDWARD J Director P-Purchase A Common Stock 197 15.60 3.1K 697
2007-09-21 Treichel Steven A Officer P-Purchase A Common Stock 500 15.49 7.7K 1,000
2007-08-15 Wilkinson E Lynn Officer P-Purchase A Common Stock 100 14.00 1.4K 1,000
2007-08-15 Cianciolo Lawrence J Director P-Purchase A Common Stock 500 15.05 7.5K 3,500
2007-08-06 Klink Bruce C Director P-Purchase A Common 82 17.58 1.4K 900
2007-08-03 Klink Bruce C Director P-Purchase A Common 318 18.00 5.7K 818
2007-08-02 Hoben Kevin R Director / Officer / 10% Owner P-Purchase A Common 100 17.69 1.8K 1,018,029
2007-08-01 Hoben Kevin R Director / Officer / 10% Owner P-Purchase A Common 200 17.55 3.5K 1,017,629
2007-07-31 Hoben Kevin R Director / Officer / 10% Owner P-Purchase A Common 100 17.86 1.8K 1,017,129
2007-06-21 Wilkinson E Lynn Officer P-Purchase A Common 100 19.24 1.9K 700
2007-06-20 Wilkinson E Lynn Officer P-Purchase A Common 100 19.50 2.0K 700
2007-06-20 Klink Bruce C Director P-Purchase A Common 500 20.00 10.0K 500
2007-06-19 Wilkinson E Lynn Officer P-Purchase A Common 100 19.75 2.0K 600
2007-03-05 Kane Paul James Officer A-Award A Phantom stock 454 0.00 454
2006-12-11 Shooltz Duane E Officer A-Award A Phantom Stock 2,420 0.00 2,420
2006-11-13 Shooltz Duane E Officer P-Purchase A Common stock 1,000 20.68 20.7K 1,000
2006-09-28 Hoben Kevin R Director / Officer / 10% Owner 0 0.00 0
2006-09-26 Wilkinson E Lynn Officer P-Purchase A Common Stock 100 19.25 1.9K 500
2006-09-15 Klink Bruce C Director P-Purchase A Common Stock 250 20.51 5.1K 750
2006-09-08 Shooltz Duane E Officer 0 0.00 0
2006-07-28 Wilkinson E Lynn Officer P-Purchase A Common Stock 100 19.50 2.0K 400
2006-06-22 Cianciolo Lawrence J Director P-Purchase A Common Stock 500 17.25 8.6K 3,000
2006-05-24 Wilkinson E Lynn Officer P-Purchase A common stock 100 16.50 1.7K 300
2006-05-19 Wilkinson E Lynn Officer P-Purchase A common stock 100 16.64 1.7K 200

Executive team

Top executives
EBIT / Employee
96.7K
Shares Outstanding
10.09M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Dean W. Rivest Chief Executive Officer 559.7K 22.5K 150.8K 300.0K 30.6K 1.06M 14.17%
2 2025 Kevin R. Hoben Executive Chairman 559.7K 403.5K 49.8K 1.01M 0.00%
3 2025 Edwin B. Moran President 559.7K 7.5K 96.6K 220.1K 29.6K 913.5K 10.58%
4 2024 Kevin R. Hoben Executive Chairman 540.8K 419.8K 49.7K 1.01M 0.00%
5 2024 Dean W. Rivest Chief Executive Officer 540.8K 90.0K 305.0K 30.9K 966.7K 9.31%
6 2024 Edwin B. Moran President 540.8K 75.0K 225.0K 30.9K 871.7K 8.60%
7 2023 Kevin R. Hoben Executive Chairman 510.6K 1.58M 46.9K 2.13M 0.00%
8 2023 Dean W. Rivest Chief Executive Officer 514.9K 90.0K 345.0K 33.2K 983.1K 9.16%
9 2023 Edwin B. Moran President 400.0K 75.0K 270.0K 33.8K 778.7K 9.63%
10 2023 Susan B. Asch VP, GC and Corporate Secretary 310.6K 110.0K 10.9K 431.4K 0.00%
11 2023 Matthew F. Unger VP – Finance & CFO 217.4K 60.0K 125.0K 21.6K 423.9K 14.16%
12 2022 Kevin R. Hoben Chairman & CEO 493.4K 2.06M 45.0K 2.60M 0.00%
13 2022 Kevin R. Hoben Executive Chairman 493.4K 2.06M 45.0K 2.60M 0.00%
14 2022 Dean W. Rivest Chief Executive Officer 433.3K 90.1K 332.4K 30.8K 886.6K 10.16%
15 2022 Dean W. Rivest President 433.3K 90.1K 332.4K 23.0K 878.7K 10.25%
16 2022 Edwin B. Moran President 320.0K 75.0K 259.8K 29.8K 684.6K 10.96%
17 2022 Edwin B. Moran Exec. Vice President 320.0K 75.0K 259.8K 21.9K 676.8K 11.09%
18 2022 Timothy P. Scanlan GC and Corporate Secretary 249.4K 60.0K 156.5K 23.6K 489.5K 12.26%
19 2022 Matthew F. Unger VP – Finance & CFO 210.0K 60.0K 106.8K 13.7K 390.5K 15.36%
20 2022 Susan B. Asch VP, GC and Corporate Secretary 142.5K 80.0K 328.00 222.8K 0.00%
21 2021 Kevin R. Hoben Executive Chairman 476.7K 2.45M 50.3K 2.98M 0.00%
22 2021 Kevin R. Hoben Chairman & CEO 476.7K 2.45M 50.3K 2.98M 0.00%
23 2021 Dean W. Rivest Chief Executive Officer 293.0K 89.8K 362.0K 31.0K 775.7K 11.57%
24 2021 Dean W. Rivest President 293.0K 89.8K 362.0K 22.2K 767.0K 11.70%
25 2021 Edwin B. Moran President 215.5K 59.8K 277.0K 28.6K 581.0K 10.30%
26 2021 Timothy P. Scanlan GC and Corporate Secretary 241.0K 60.3K 237.0K 24.7K 562.9K 10.71%
27 2021 Edwin B. Moran Exec. Vice President 215.5K 59.8K 277.0K 19.8K 552.4K 10.83%
28 2021 Matthew F. Unger VP – Finance & CFO 165.7K 30.0K 47.0K 11.6K 254.3K 0.00%
29 2020 Kevin R. Hoben Chairman & CEO 469.4K 1.91M 49.6K 2.43M 0.00%
30 2020 Dean W. Rivest President 232.4K 58.7K 215.0K 20.6K 526.7K 11.15%
31 2020 Timothy P. Scanlan GC and Corporate Secretary 237.3K 58.7K 170.0K 21.5K 487.5K 12.05%
32 2020 Edwin B. Moran Exec. Vice President 212.6K 58.7K 200.0K 19.2K 471.3K 12.46%
33 2020 Matthew F. Unger VP – Finance & CFO 149.2K 20.0K 11.0K 180.2K 0.00%
34 2005 Kevin R. Hoben, President and Chief Executive Officer 169.2K 737.0K 13.1K 919.3K 0.00%
35 2005 Mark F. Albino, Executive Vice President 129.1K 570.0K 13.0K 712.1K 0.00%
36 2005 Steven A. Treichel, Vice President 110.5K 225.0K 38.2K 373.7K 0.00%
37 2004 Kevin R. Hoben, President and Chief Executive Officer 155.4K 460.0K 12.1K 627.5K 0.00%
38 2004 Mark F. Albino, Executive Vice President 125.2K 350.0K 11.1K 486.3K 0.00%
39 2004 Steven A. Treichel, Vice President 107.6K 175.0K 10.6K 293.2K 0.00%
40 2003 Kevin R. Hoben, President and Chief Executive Officer 145.1K 385.4K 11.6K 542.1K 0.00%
41 2003 Mark F. Albino, Executive Vice President 117.2K 293.5K 11.0K 421.7K 0.00%
42 2003 Steven A. Treichel, Vice President 100.7K 150.0K 10.3K 261.0K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-28 DEFA14A
2026-04-28 DEF 14A
2025-04-29 DEFA14A
2025-04-29 DEF 14A
2024-06-11 DEFA14A
2024-04-26 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-01 10-Q
2026-04-29 8-K
2026-04-28 DEFA14A
2026-04-28 DEF 14A
2026-04-28 ARS
2026-03-25 8-K
2026-03-13 4
2026-03-12 10-K
2026-03-04 8-K
2026-02-23 4

Executive team

NameTitleCompensationGender
Kevin R. Hoben Executive Chairman 1M male
Dean W. Rivest Chief Executive Officer & Director 912.8K male
Edwin Moran President & Director 816.9K male
Steven A. Treichel Senior Vice President of Corporate Development & Facilities Management 550.5K male
Susan Asch Vice President, General Counsel & Secretary 431.4K female
Matthew F. Unger Vice President of Finance & Chief Financial Officer 363.9K male
Luke S. Hawk Financial Controller
ESG Rating
B
INDUSTRIAL - MACHINERY
2024
E (Environmental)
79.8 / 62.9
Company / Sector avg.
S (Social)
70.4 / 67.9
Company / Sector avg.
G (Governance)
64.1 / 67.6
Company / Sector avg.
ESG Total
71.4 / 66.1
Company / Sector avg.
ESG Score History INDUSTRIAL - MACHINERY
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

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits