Outset Medical, Inc. (OM)
San Jose, CA, US
Outset Medical, Inc. is a medical technology firm that specializes in developing hemodialysis systems. The company's primary product is the Tablo Hemodialysis System, a compact console designed to deliver dialysis treatment in various environments, including hospitals and patients' homes. This innovative system boasts integrated water purification, on-demand production of dialysate, and advanced software complete with connectivity features. Founded in 2003, the company initially operated under the name Home Dialysis Plus, Ltd. before rebranding to Outset Medical, Inc. in January 2015. Its corporate headquarters are located in San Jose, California.
Based on only 1 article — low confidence
No mergers or acquisitions recorded for this company.
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 1973-03-01 | — | Active |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +5.21% | -13.71% | -8.57% | +1.05% | -30.69% | +3.50% | -76.43% | -98.72% | -99.43% | -99.58% | -99.58% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 2 | -1 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
15.00
+236.7%
|
| Last Year | 5 |
16.20
+263.6%
|
| All Time | 15 |
15.60
+250.2%
|
-
Revenue growth Medical - Devices: +11.2%+5.1% Q1'26: -6.3% (vs Q1'25)
-
EPS growth Medical - Devices: +28.5%+85.5% ★ Q1'26: +86.2% (vs Q1'25)
-
FCF margin FCF growth · Medical - Devices: +30.9%-63.3% Q1'26: -46.3% (vs Q1'25)
-
EBIT margin Medical - Devices: +6.2%-55.8% Q1'26: -60.7% (vs Q1'25)
-
ROIC Medical - Devices: +3.3%-106.7% Q1'26: +167.8% (vs Q1'25)
-
Share dilution Medical - Devices: 0.0%+339.2% Q1'26: +430.5% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Devices: -0.35×-1.68× Q1'26: -0.07× (vs Q1'25)
| Metric |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 2 EPS Ana. |
Dec 2027 2 Rev. Ana. 2 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
Dec 2029 1 Rev. Ana. 1 EPS Ana. |
Dec 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
49.94M
est: 46.48M (+7.4%)
|
102.60M
est: 100.93M (+1.7%)
|
115.38M
est: 113.80M (+1.4%)
|
130.38M
est: 116.43M (+12.0%)
|
113.69M
est: 112.52M (+1.0%)
|
119.48M
est: 117.25M (+1.9%)
|
126.60M
125.90M – 127.37M
+8.0% YoY
|
140.37M
139.59M – 141.22M
+10.9% YoY
|
155.05M
152.38M – 157.73M
+10.5% YoY
|
177.50M
176.51M – 178.58M
+14.5% YoY
|
198.30M
197.20M – 199.50M
+11.7% YoY
|
| EBITDA |
-114.85M
est: -45.19M (-154.2%)
|
-124.86M
est: -137.97M (+9.5%)
|
-152.81M
est: -136.45M (-12.0%)
|
-153.79M
est: -102.06M (-50.7%)
|
-97.89M
est: -98.64M (+0.8%)
|
-62.37M
est: -102.78M (+39.3%)
|
-110.98M
-111.65M – -110.36M
-8.0% YoY
|
-123.05M
-123.79M – -122.36M
-10.9% YoY
|
-135.92M
-138.26M – -133.57M
-10.5% YoY
|
-155.60M
-156.54M – -154.73M
-14.5% YoY
|
-173.83M
-174.88M – -172.87M
-11.7% YoY
|
| EBIT |
-118.60M
est: -45.66M (-159.8%)
|
-130.02M
est: -143.01M (+9.1%)
|
-159.10M
est: -140.68M (-13.1%)
|
-159.60M
est: -104.08M (-53.3%)
|
-107.82M
est: -100.59M (-7.2%)
|
-66.71M
est: -104.82M (+36.4%)
|
-113.17M
-113.86M – -112.55M
-8.0% YoY
|
-125.48M
-126.24M – -124.78M
-10.9% YoY
|
-138.61M
-141.00M – -136.22M
-10.5% YoY
|
-158.68M
-159.64M – -157.80M
-14.5% YoY
|
-177.27M
-178.34M – -176.29M
-11.7% YoY
|
| Net Income |
-121.49M
est: -230.97M (+47.4%)
|
-131.94M
est: -144.57M (+8.7%)
|
-162.96M
est: -170.24M (+4.3%)
|
-172.80M
est: -47.73M (-262.0%)
|
-127.98M
est: -424.19M (+69.8%)
|
-81.65M
est: -67.71M (-20.6%)
|
-43.77M
-43.85M – -43.69M
+35.4% YoY
|
-33.16M
-37.54M – -28.78M
+24.2% YoY
|
-26.85M
-27.06M – -26.65M
+19.0% YoY
|
-17.19M
-17.32M – -17.06M
+36.0% YoY
|
-4.56M
-4.60M – -4.53M
+73.5% YoY
|
| SGA |
75.58M
est: 53.10M (+42.3%)
|
101.39M
est: 115.31M (-12.1%)
|
130.00M
est: 111.90M (+16.2%)
|
141.46M
est: 115.74M (+22.2%)
|
113.54M
est: 111.86M (+1.5%)
|
92.23M
est: 116.56M (-20.9%)
|
125.85M
125.15M – 126.62M
+8.0% YoY
|
139.54M
138.76M – 140.38M
+10.9% YoY
|
154.14M
151.48M – 156.80M
+10.5% YoY
|
176.45M
175.47M – 177.52M
+14.5% YoY
|
197.13M
196.04M – 198.33M
+11.7% YoY
|
| EPS |
-2.83
est: -66.69 (+95.8%)
|
-43.41
est: -38.10 (-13.9%)
|
-50.75
est: -44.70 (-13.5%)
|
-52.27
est: -3.14 (-1,566.2%)
|
-36.95
est: -27.88 (-32.5%)
|
-5.37
est: -4.45 (-20.6%)
|
-2.88
-2.88 – -2.87
+35.4% YoY
|
-2.18
-2.47 – -1.89
+24.2% YoY
|
-1.77
-1.78 – -1.75
+19.0% YoY
|
-1.13
-1.14 – -1.12
+36.0% YoY
|
-0.30
-0.30 – -0.30
+73.5% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-06 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-05 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-04 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-01 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-30 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-29 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-28 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-27 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-24 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-23 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-22 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-21 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-20 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-17 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-16 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 6.35M | 15.00% | 905.1K | — | 6.35M | — | HC | Delaware | 2020-10-13 | ↗ |
| 2 | JPMORGAN CHASE & CO.13-2624428 | 5.18M | 10.80% | 4.27M | — | 5.18M | — | HC | Delaware | 2022-07-07 | ↗ |
| 3 | (1) BlackRock, Inc. | 4.83M | 10.40% | 4.79M | — | 4.83M | — | HC | Delaware | 2021-10-08 | ↗ |
| 4 | 52-0556948 | 4.58M | 10.80% | 437.2K | — | 4.58M | — | IA | Maryland | 2020-10-13 | ↗ |
| 5 | The Vanguard Group - 23-1945930 | 4.13M | 8.78% | — | — | — | 118.7K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 6 | Morgan Stanley | 3.41M | 6.80% | — | — | — | 13.00 | HC, CO | Delaware. | 2024-02-09 | ↗ |
| 7 | 85-4328500 | 3.17M | 6.30% | 943.6K | — | 3.17M | — | IA | Maryland | 2024-02-14 | ↗ |
| 8 | Inc. | 2.98M | 5.94% | — | 2.98M | — | 2.98M | HC | — | 2024-02-14 | ↗ |
| 9 | Investment Advisers, LLC | 2.92M | 5.82% | — | 2.92M | — | 2.92M | IA | — | 2024-02-14 | ↗ |
| 10 | (Mubadala Technology) LLC | 2.89M | 6.80% | — | 2.89M | — | — | OO | United Arab Emirates | 2021-02-11 | ↗ |
| 11 | Holding PJSC | 2.89M | 6.80% | — | 2.89M | — | — | CO | United Arab Emirates | 2021-02-11 | ↗ |
| 12 | LLC | 2.89M | 6.80% | — | 2.89M | — | — | OO | United Arab Emirates | 2021-02-11 | ↗ |
| 13 | PJSC | 2.89M | 6.80% | — | 2.89M | — | — | CO | United Arab Emirates | 2021-02-11 | ↗ |
| 14 | Advisors LLC | 2.85M | 6.70% | — | 2.85M | — | 2.85M | IA | Cayman Islands | 2021-02-16 | ↗ |
| 15 | Edelman | 2.85M | 6.70% | — | 2.85M | — | 2.85M | IN | Cayman Islands | 2021-02-16 | ↗ |
| 16 | Sciences Master Fund, Ltd. | 2.85M | 6.70% | — | 2.85M | — | 2.85M | CO | Cayman Islands | 2021-02-16 | ↗ |
| 17 | Bellevue Group AG | 2.84M | 5.90% | — | 2.84M | — | 2.84M | HC, CO | — | 2023-02-14 | ↗ |
| 18 | Israel A. Englander | 2.84M | 5.50% | — | 2.84M | — | 2.84M | IN | Delaware | 2024-08-23 | ↗ |
| 19 | Millennium Group Management LLC | 2.84M | 5.50% | — | 2.84M | — | 2.84M | OO | Delaware | 2024-08-23 | ↗ |
| 20 | Millennium Management LLC | 2.84M | 5.50% | — | 2.84M | — | 2.84M | OO | Delaware | 2024-08-23 | ↗ |
| 21 | Management, LLC | 2.69M | 5.37% | — | 2.69M | — | 2.69M | IA | — | 2024-02-14 | ↗ |
| 22 | Morgan Stanley Capital Services LLC | 2.64M | 5.30% | — | — | — | 13.00 | BD, CO | Delaware. | 2024-02-09 | ↗ |
| 23 | 13-4064930 | 2.61M | 5.60% | 2.53M | — | 2.58M | — | IA | Delaware | 2022-02-14 | ↗ |
| 24 | Bellevue Asset Management (UK) Ltd. | 1.84M | 3.80% | — | 1.84M | — | 1.84M | FI | — | 2023-02-14 | ↗ |
| 25 | Bellevue Asset Management AG | 1.01M | 2.10% | — | 1.01M | — | 1.01M | FI, HC, CO | — | 2023-02-14 | ↗ |
| 26 | D1 Capital Partners L.P. | — | 0.00% | — | — | — | — | IA, PN | Delaware | 2022-02-14 | ↗ |
| 27 | Daniel Sundheim | — | 0.00% | — | — | — | — | HC, IN | United States of America | 2022-02-14 | ↗ |
| 28 | Warburg Pincus & Co. | — | 0.00% | — | — | — | — | PN | — | 2022-02-11 | ↗ |
| 29 | Warburg Pincus LLC | — | 0.00% | — | — | — | — | OO | — | 2022-02-11 | ↗ |
| 30 | Warburg Pincus Partners GP LLC | — | 0.00% | — | — | — | — | OO | — | 2022-02-11 | ↗ |
| 31 | Warburg Pincus Partners, L.P. | — | 0.00% | — | — | — | — | PN | — | 2022-02-11 | ↗ |
| 32 | Warburg Pincus Private Equity X, L.P. | — | 0.00% | — | — | — | — | PN | — | 2022-02-11 | ↗ |
| 33 | Warburg Pincus X Finance, L.P. | — | 0.00% | — | — | — | — | PN | — | 2022-02-11 | ↗ |
| 34 | Warburg Pincus X GP L.P. | — | 0.00% | — | — | — | — | PN | — | 2022-02-11 | ↗ |
| 35 | Warburg Pincus X Partners, L.P. | — | 0.00% | — | — | — | — | PN | — | 2022-02-11 | ↗ |
| 36 | Warburg Pincus X, L.P. | — | 0.00% | — | — | — | — | PN | — | 2022-02-11 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 2.64M -24.0K (-0.9%) | 9.80M -27.8M (-74.0%) | 17.36% +2.342 pp | 0.00% -0.002 pp | USD11.14 -66.7% | 4 qtrs — |
| 2 | ALYESKA INVESTMENT GROUP, L.P. | 1.61M +— (+0.0%) | 5.99M -16.8M (-73.7%) | 10.61% +1.515 pp | 0.02% -0.052 pp | USD11.34 -67.3% | 4 qtrs — |
| 3 | WOODLINE PARTNERS LP | 1.33M +— (+0.0%) | 4.92M -13.8M (-73.7%) | 7.44% -0.031 pp | 0.02% -0.069 pp | USD11.06 -66.5% | 4 qtrs — |
| 4 | BLACKROCK, INC. | 1.29M +40.4K (+3.2%) | 4.78M -12.9M (-72.9%) | 7.24% +0.197 pp | 0.00% 0.000 pp | USD17.26 -78.5% | 4 qtrs — |
| 5 | VANGUARD GROUP INC | 978.0K -4.6K (-0.5%) | 3.63M -10.2M (-73.8%) | 5.49% -0.049 pp | 0.00% 0.000 pp | USD17.79 -79.1% | 4 qtrs — |
| 6 | BANK OF AMERICA CORP /DE/ | 950.5K +927.5K (+4,023.7%) | 3.53M +3.2M (+983.5%) | 5.34% +5.205 pp | 0.00% +0.000 pp | USD4.09 -9.3% | 4 qtrs — |
| 7 | PERCEPTIVE ADVISORS LLC | 833.3K +— (+0.0%) | 3.09M -8.7M (-73.7%) | 4.68% -0.020 pp | 0.06% -0.285 pp | USD11.06 -66.5% | 4 qtrs — |
| 8 | ENSIGN PEAK ADVISORS, INC | 560.2K +234.1K (+71.8%) | 2.08M -2.5M (-54.9%) | 3.14% +1.306 pp | 0.00% -0.004 pp | USD11.40 -67.5% | 4 qtrs — |
| 9 | BML CAPITAL MANAGEMENT, LLC | 543.2K +543.2K (+100.0%) | 2.02M +2.0M (+100.0%) | 3.05% +3.055 pp | 1.74% +1.742 pp | USD3.71 +0.0% | 1 qtrs NEW |
| 10 | PFM HEALTH SCIENCES, LP | 530.8K -1.2M (-69.3%) | 1.97M -22.5M (-91.9%) | 2.98% -6.771 pp | 0.20% -1.682 pp | USD11.18 -66.8% | 4 qtrs — |
| 11 | ASSENAGON ASSET MANAGEMENT S.A. | 508.4K +131.4K (+34.8%) | 1.89M -3.4M (-64.6%) | 2.86% +0.734 pp | 0.00% -0.005 pp | USD11.43 -67.5% | 2 qtrs — |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 400.4K +3.1K (+0.8%) | 1.49M -4.1M (-73.5%) | 2.25% +0.008 pp | 0.00% 0.000 pp | USD18.32 -79.7% | 4 qtrs — |
| 13 | STATE STREET CORP | 330.1K -1.6K (-0.5%) | 1.22M -3.5M (-73.9%) | 1.85% -0.017 pp | 0.00% 0.000 pp | USD16.89 -78.0% | 4 qtrs — |
| 14 | NORTHERN TRUST CORP | 232.6K -4.1K (-1.8%) | 862.9K -2.5M (-74.2%) | 1.53% +0.195 pp | 0.00% 0.000 pp | USD19.21 -80.7% | 3 qtrs — |
| 15 | AQR CAPITAL MANAGEMENT LLC | 180.4K +128.5K (+248.0%) | 669.1K -62.6K (-8.6%) | 1.19% +0.894 pp | 0.00% 0.000 pp | USD6.70 -44.6% | 2 qtrs — |
| 16 | DEUTSCHE BANK AG\ | 177.7K +108.7K (+157.7%) | 659.2K -314.3K (-32.3%) | 1.00% +0.611 pp | 0.00% 0.000 pp | USD8.74 -57.6% | 3 qtrs — |
| 17 | MARSHALL WACE, LLP | 170.8K -248.4K (-59.3%) | 633.5K -5.3M (-89.3%) | 0.96% -1.404 pp | 0.00% -0.005 pp | USD11.06 -66.5% | 4 qtrs — |
| 18 | DIMENSIONAL FUND ADVISORS LP | 158.4K +124.8K (+372.2%) | 587.4K +113.4K (+23.9%) | 0.89% +0.700 pp | 0.00% +0.000 pp | USD5.91 -37.2% | 2 qtrs — |
| 19 | MORGAN STANLEY | 139.7K -293.5K (-67.7%) | 518.4K -5.6M (-91.5%) | 0.78% -1.657 pp | 0.00% 0.000 pp | USD14.33 -74.1% | 4 qtrs — |
| 20 | ACADIAN ASSET MANAGEMENT LLC | 127.3K +27.3K (+27.3%) | 468.0K -941.0K (-66.8%) | 0.71% +0.151 pp | 0.00% -0.002 pp | USD11.30 -67.2% | 4 qtrs — |
| 21 | CATALIO CAPITAL MANAGEMENT, LP | 118.3K +— (+0.0%) | 438.8K -1.2M (-73.7%) | 0.78% +0.111 pp | 0.08% -0.231 pp | USD11.06 -66.5% | 4 qtrs — |
| 22 | JPMORGAN CHASE & CO | 109.4K -6.9K (-6.0%) | 405.8K -1.2M (-75.3%) | 0.62% -0.040 pp | 0.00% 0.000 pp | USD14.41 -74.3% | 4 qtrs — |
| 23 | XTX TOPCO LTD | 100.6K +90.3K (+876.9%) | 373.3K +227.8K (+156.7%) | 0.56% +0.507 pp | 0.01% +0.002 pp | USD5.30 -30.0% | 3 qtrs — |
| 24 | PURA VIDA INVESTMENTS, LLC | 5.0K +— (+0.0%) | 309.2K -691.0K (-69.1%) | 0.03% +0.005 pp | 1.16% -4.938 pp | USD19.11 -80.6% | 4 qtrs — |
| 25 | STIFEL FINANCIAL CORP | 79.9K +79.9K (+100.0%) | 296.5K +296.5K (+100.0%) | 0.45% +0.449 pp | 0.00% +0.000 pp | USD3.71 +0.0% | 1 qtrs NEW |
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 74.1K +74.1K (+100.0%) | 274.9K +274.9K (+100.0%) | 0.42% +0.416 pp | 0.00% +0.000 pp | USD3.71 +0.0% | 1 qtrs NEW |
| 27 | UBS GROUP AG | 73.2K +719.0 (+1.0%) | 271.4K -751.4K (-73.5%) | 0.41% +0.002 pp | 0.00% 0.000 pp | USD17.83 -79.2% | 4 qtrs — |
| 28 | GOLDMAN SACHS GROUP INC | 72.7K +1.4K (+1.9%) | 269.7K -737.5K (-73.2%) | 0.41% +0.006 pp | 0.00% 0.000 pp | USD18.92 -80.4% | 3 qtrs — |
| 29 | C WORLDWIDE GROUP HOLDING A/S | 66.7K +— (+0.0%) | 247.0K -694.0K (-73.8%) | 0.37% -0.001 pp | 0.00% -0.010 pp | USD11.06 -66.5% | 4 qtrs — |
| 30 | NUVEEN, LLC | 65.3K +30.6K (+88.3%) | 242.3K -247.3K (-50.5%) | 0.37% +0.171 pp | 0.00% 0.000 pp | USD11.94 -68.9% | 3 qtrs — |
| 31 | BANK OF NEW YORK MELLON CORP | 59.9K +17.9K (+42.6%) | 222.3K -371.2K (-62.5%) | 0.34% +0.099 pp | 0.00% 0.000 pp | USD14.40 -74.2% | 3 qtrs — |
| 32 | SQUAREPOINT OPS LLC | 59.3K -35.7K (-37.6%) | 219.9K -1.1M (-83.6%) | 0.33% -0.203 pp | 0.00% -0.001 pp | USD14.31 -74.1% | 4 qtrs — |
| 33 | GRAHAM CAPITAL MANAGEMENT, L.P. | 51.1K +36.1K (+240.7%) | 189.5K -22.2K (-10.5%) | 0.29% +0.202 pp | 0.00% +0.001 pp | USD6.77 -45.2% | 2 qtrs — |
| 34 | ENGINEERS GATE MANAGER LP | 50.2K +50.2K (+100.0%) | 186.2K +186.2K (+100.0%) | 0.33% +0.330 pp | 0.00% +0.002 pp | USD3.71 +0.0% | 1 qtrs NEW |
| 35 | ARISTIDES CAPITAL LLC | 47.7K +47.7K (+100.0%) | 177.0K +177.0K (+100.0%) | 0.27% +0.268 pp | 0.03% +0.031 pp | USD3.71 +0.0% | 1 qtrs NEW |
| 36 | NATIONAL BANK OF CANADA /FI/ | 45.7K +11.1K (+31.9%) | 170.1K -316.2K (-65.0%) | 0.30% +0.105 pp | 0.00% 0.000 pp | USD12.31 -69.9% | 4 qtrs — |
| 37 | RENAISSANCE TECHNOLOGIES LLC | 45.2K +4.7K (+11.7%) | 167.7K -403.6K (-70.6%) | 0.25% +0.026 pp | 0.00% -0.001 pp | USD11.41 -67.5% | 4 qtrs — |
| 38 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 41.2K -11.1K (-21.3%) | 152.7K -585.9K (-79.3%) | 0.23% -0.064 pp | 0.00% 0.000 pp | USD19.21 -80.7% | 3 qtrs — |
| 39 | CITADEL ADVISORS LLC | 40.5K +40.5K (+100.0%) | 150.3K +150.3K (+100.0%) | 0.23% +0.227 pp | 0.00% +0.000 pp | USD3.71 +0.0% | 1 qtrs NEW |
| 40 | PARADIGM CAPITAL MANAGEMENT INC/NY | 40.0K +40.0K (+100.0%) | 148.4K +148.4K (+100.0%) | 0.22% +0.225 pp | 0.01% +0.006 pp | USD3.71 +0.0% | 1 qtrs NEW |
| 41 | BARCLAYS PLC | 37.7K +3.4K (+9.8%) | 139.8K -344.9K (-71.2%) | 0.21% +0.018 pp | 0.00% 0.000 pp | USD17.45 -78.7% | 4 qtrs — |
| 42 | GSA CAPITAL PARTNERS LLP | 33.4K +33.4K (+100.0%) | 124.0K +124.0K (+100.0%) | 0.19% +0.187 pp | 0.01% +0.011 pp | USD3.71 +0.0% | 4 qtrs — |
| 43 | JUMP FINANCIAL, LLC | 32.8K +32.8K (+100.0%) | 121.6K +121.6K (+100.0%) | 0.22% +0.215 pp | 0.00% +0.002 pp | USD3.71 +0.0% | 1 qtrs NEW |
| 44 | MILLENNIUM MANAGEMENT LLC | 30.8K -390.6K (-92.7%) | 114.1K -5.8M (-98.1%) | 0.17% -2.202 pp | 0.00% -0.003 pp | USD13.81 -73.1% | 4 qtrs — |
| 45 | SEI INVESTMENTS CO | 30.6K +30.6K (+100.0%) | 113.6K +113.6K (+100.0%) | 0.17% +0.172 pp | 0.00% +0.000 pp | USD3.71 +0.0% | 1 qtrs NEW |
| 46 | ALGERT GLOBAL LLC | 30.2K -42.7K (-58.6%) | 112.0K -918.0K (-89.1%) | 0.17% -0.242 pp | 0.00% -0.016 pp | USD15.10 -75.4% | 3 qtrs — |
| 47 | PRICE T ROWE ASSOCIATES INC /MD/ | 28.6K +13.8K (+93.1%) | 107.0K -103.0K (-49.0%) | 0.16% +0.077 pp | 0.00% +0.000 pp | USD11.13 -66.7% | 3 qtrs — |
| 48 | AMERICAN CENTURY COMPANIES INC | 26.9K +3.1K (+12.9%) | 100.0K -237.0K (-70.3%) | 0.18% +0.043 pp | 0.00% 0.000 pp | USD12.93 -71.3% | 2 qtrs — |
| 49 | LOS ANGELES CAPITAL MANAGEMENT LLC | 7.8K +7.8K (+100.0%) | 98.6K +98.6K (+100.0%) | 0.04% +0.044 pp | 0.00% +0.000 pp | USD3.71 +0.0% | 1 qtrs NEW |
| 50 | JANE STREET GROUP, LLC | 26.2K +1.2K (+4.8%) | 97.4K -256.2K (-72.5%) | 0.15% +0.006 pp | 0.00% +0.000 pp | USD13.64 -72.8% | 4 qtrs — |
| 51 | RHUMBLINE ADVISERS | 20.9K -3.4K (-13.9%) | 77.6K -265.7K (-77.4%) | 0.12% -0.020 pp | 0.00% 0.000 pp | USD19.21 -80.7% | 3 qtrs — |
| 52 | JAIN GLOBAL LLC | 20.9K +20.9K (+100.0%) | 77.5K +77.5K (+100.0%) | 0.12% +0.117 pp | 0.00% +0.000 pp | USD3.71 +0.0% | 1 qtrs NEW |
| 53 | CENTIVA CAPITAL, LP | 20.2K +20.2K (+100.0%) | 74.9K +74.9K (+100.0%) | 0.11% +0.113 pp | 0.00% +0.001 pp | USD3.71 +0.0% | 1 qtrs NEW |
| 54 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 20.0K +20.0K (+100.0%) | 74.2K +74.2K (+100.0%) | 0.11% +0.112 pp | 0.00% +0.002 pp | USD3.71 +0.0% | 1 qtrs NEW |
| 55 | WELLS FARGO & COMPANY/MN | 18.3K +6.6K (+57.0%) | 67.8K -96.6K (-58.8%) | 0.10% +0.037 pp | 0.00% +0.000 pp | USD13.27 -72.0% | 3 qtrs — |
| 56 | HRT FINANCIAL LP | 15.7K +15.7K (+100.0%) | 58.0K +58.0K (+100.0%) | 0.09% +0.088 pp | 0.00% +0.000 pp | USD3.71 +0.0% | 1 qtrs NEW |
| 57 | HSBC HOLDINGS PLC | 12.3K +12.3K (+100.0%) | 45.6K +45.6K (+100.0%) | 0.07% +0.069 pp | 0.00% +0.000 pp | USD3.71 +0.0% | 1 qtrs NEW |
| 58 | BNP PARIBAS ARBITRAGE, SNC | 12.0K -91.7K (-88.4%) | 44.6K -1.4M (-97.0%) | 0.07% -0.517 pp | 0.00% -0.001 pp | USD14.22 -73.9% | 4 qtrs — |
| 59 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 10.6K +— (+0.0%) | 39.3K -110.4K (-73.7%) | 0.06% 0.000 pp | 0.00% -0.001 pp | USD14.12 -73.7% | 2 qtrs — |
| 60 | ALLIANCEBERNSTEIN L.P. | 10.4K +— (+0.0%) | 38.6K -108.3K (-73.7%) | 0.06% 0.000 pp | 0.00% +0.000 pp | USD19.21 -80.7% | 3 qtrs — |
| 61 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 8.0K +340.0 (+4.4%) | 29.6K -78.3K (-72.6%) | 0.05% +0.009 pp | 0.00% 0.000 pp | USD18.55 -80.0% | 3 qtrs — |
| 62 | SIMPLEX TRADING, LLC | 6.0K +5.8K (+2,754.5%) | 22.3K +20.3K (+1,017.3%) | 0.03% +0.033 pp | 0.00% +0.000 pp | USD4.07 -8.8% | 4 qtrs — |
| 63 | NEW YORK STATE COMMON RETIREMENT FUND | 5.6K +— (+0.0%) | 20.8K -58.3K (-73.7%) | 0.03% 0.000 pp | 0.00% 0.000 pp | USD19.21 -80.7% | 3 qtrs — |
| 64 | CWM, LLC | 3.7K +2.1K (+132.3%) | 14.0K -8.0K (-36.4%) | 0.02% +0.012 pp | 0.00% +0.000 pp | USD7.91 -53.1% | 4 qtrs — |
| 65 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 3.2K -2.5K (-43.8%) | 11.9K -69.0K (-85.2%) | 0.02% -0.014 pp | 0.00% -0.001 pp | USD17.72 -79.1% | 3 qtrs — |
| 66 | TOWER RESEARCH CAPITAL LLC (TRC) | 3.0K +1.5K (+98.5%) | 11.1K -10.1K (-47.8%) | 0.02% +0.008 pp | 0.00% 0.000 pp | USD11.49 -67.7% | 4 qtrs — |
| 67 | CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 2.5K +2.5K (+100.0%) | 9.5K +9.5K (+100.0%) | 0.01% +0.014 pp | 0.00% +0.002 pp | USD3.71 +0.0% | 3 qtrs — |
| 68 | HUNTINGTON NATIONAL BANK | 2.5K +— (+0.0%) | 9.2K -25.9K (-73.7%) | 0.01% 0.000 pp | 0.00% 0.000 pp | USD11.06 -66.5% | 4 qtrs — |
| 69 | AMERITAS INVESTMENT PARTNERS, INC. | 1.8K +— (+0.0%) | 6.7K -18.8K (-73.7%) | 0.01% +0.000 pp | 0.00% -0.001 pp | USD19.21 -80.7% | 3 qtrs — |
| 70 | RUSSELL INVESTMENTS GROUP, LTD. | 1.5K -10.9K (-88.2%) | 5.4K -169.5K (-96.9%) | 0.01% -0.060 pp | 0.00% 0.000 pp | USD14.12 -73.7% | 2 qtrs — |
| 71 | LEGAL & GENERAL GROUP PLC | 1.5K +— (+0.0%) | 5.4K -15.3K (-73.7%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD19.21 -80.7% | 3 qtrs — |
| 72 | ROYAL BANK OF CANADA | 1.0K -84.0 (-7.6%) | 4.0K -12.0K (-75.0%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD18.88 -80.3% | 4 qtrs — |
| 73 | PNC FINANCIAL SERVICES GROUP, INC. | 1.0K +33.0 (+3.3%) | 3.8K -10.2K (-72.9%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD17.99 -79.4% | 3 qtrs — |
| 74 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1.0K -96.0 (-8.7%) | 3.8K -11.9K (-76.0%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD19.20 -80.7% | 3 qtrs — |
| 75 | STERLING CAPITAL MANAGEMENT LLC | 736.00 +27.0 (+3.8%) | 2.7K -7.3K (-72.7%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD15.87 -76.6% | 3 qtrs — |
| 76 | FEDERATED HERMES, INC. | 709.00 -71.4K (-99.0%) | 2.6K -1.0M (-99.7%) | 0.00% -0.403 pp | 0.00% -0.002 pp | USD14.13 -73.7% | 3 qtrs — |
| 77 | GAMMA INVESTING LLC | 625.00 +594.0 (+1,916.1%) | 2.3K +1.9K (+429.5%) | 0.00% +0.003 pp | 0.00% +0.000 pp | USD4.22 -12.1% | 2 qtrs — |
| 78 | AMALGAMATED BANK | 517.00 -88.0 (-14.5%) | 2.0K -7.0K (-77.8%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD19.21 -80.7% | 3 qtrs — |
| 79 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 500.00 +— (+0.0%) | 1.9K -5.2K (-73.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD11.06 -66.5% | 4 qtrs — |
| 80 | CITIGROUP INC | 372.00 -33.0 (-8.1%) | 1.4K -4.3K (-75.9%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD19.20 -80.7% | 4 qtrs — |
| 81 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 73.00 -2.3K (-97.0%) | 1.0K -33.0K (-97.1%) | 0.00% -0.013 pp | 0.00% +0.000 pp | USD11.15 -66.7% | 4 qtrs — |
| 82 | SIT INVESTMENT ASSOCIATES INC | 177.00 +— (+0.0%) | 1.0K -1.0K (-50.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD11.05 -66.4% | 4 qtrs — |
| 83 | EVERSOURCE WEALTH ADVISORS, LLC | 250.00 +206.0 (+468.2%) | 927.00 +306.0 (+49.3%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD5.54 -33.0% | 2 qtrs — |
| 84 | — | 208.00 +208.0 (+100.0%) | 772.00 +772.0 (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD3.71 +0.0% | 1 qtrs NEW |
| 85 | ADVISOR GROUP HOLDINGS, INC. | 137.00 +— (+0.0%) | 508.00 -1.5K (-74.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD11.05 -66.4% | 4 qtrs — |
| 86 | IFP ADVISORS, INC | 93.00 +62.0 (+200.0%) | 345.00 -93.0 (-21.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD7.14 -48.0% | 4 qtrs — |
| 87 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 66.00 +— (+0.0%) | 245.00 -687.0 (-73.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD11.05 -66.4% | 4 qtrs — |
| 88 | FOURTH DIMENSION WEALTH, LLC | 31.00 +— (+0.0%) | 115.00 -323.0 (-73.7%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD11.03 -66.4% | 4 qtrs — |
| 89 | FARTHER FINANCE ADVISORS, LLC | 26.00 +26.0 (+100.0%) | 96.00 +96.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD3.69 +0.5% | 1 qtrs NEW |
| 90 | ADIRONDACK TRUST CO | 18.00 +— (+0.0%) | 66.00 -188.0 (-74.0%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD11.06 -66.5% | 4 qtrs — |
| 91 | TRANSAMERICA FINANCIAL ADVISORS, INC. | 16.00 +16.0 (+100.0%) | 59.00 +59.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD3.69 +0.5% | 1 qtrs NEW |
| 92 | ROTHSCHILD INVESTMENT LLC | 13.00 -20.0 (-60.6%) | 48.00 -418.0 (-89.7%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD14.08 -73.7% | 2 qtrs — |
| 93 | ALLWORTH FINANCIAL LP | 8.00 -4.0 (-33.3%) | 30.00 -140.0 (-82.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD14.00 -73.5% | 2 qtrs — |
| 94 | SBI SECURITIES CO., LTD. | 5.00 -139.0 (-96.5%) | 19.00 -2.0K (-99.1%) | 0.00% -0.001 pp | 0.00% 0.000 pp | USD11.00 -66.3% | 4 qtrs — |
| 95 | US BANCORP \DE\ | 2.00 +— (+0.0%) | 7.00 -21.0 (-75.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD11.00 -66.3% | 4 qtrs — |
| 96 | MAI CAPITAL MANAGEMENT | 1.00 +1.0 (+100.0%) | 4.00 +4.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD3.00 +23.7% | 1 qtrs NEW |
| 97 | PARKMAN HEALTHCARE PARTNERS LLC | — -454.5K (-100.0%) | — -6.4M (-100.0%) | 0.00% -2.562 pp | 0.00% -0.669 pp | USD— | 4 qtrs SOLD |
| 98 | DURABLE CAPITAL PARTNERS LP | — -1.0M (-100.0%) | — -14.5M (-100.0%) | 0.00% -5.770 pp | 0.00% -0.107 pp | USD— | 4 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Fidelity Disruptive Medicine ETF FMED | 0.31% | 143.4K | 0.50% |
| 2 | iShares Micro-Cap ETF IWC | 0.02% | 256.8K | 0.60% |
| 3 | Avantis U.S. Small Cap Equity ETF AVSC | 0.00% | 118.5K | 0.25% |
| 4 | Vanguard Russell 2000 Value ETF VTWV | 0.00% | 39.0K | 0.06% |
| 5 | Vanguard Russell 2000 ETF VTWO | 0.00% | 410.3K | 0.06% |
| 6 | Vanguard Russell 2000 Growth ETF VTWG | 0.00% | 30.2K | 0.06% |
| 7 | Dimensional - US Sustainability Core 1 ETF DFSU | 0.00% | 30.0K | 0.15% |
| 8 | Dimensional - US Small Cap ETF DFAS | 0.00% | 165.5K | 0.26% |
| 9 | Vanguard Extended Market ETF VXF | 0.00% | 987.2K | 0.05% |
| 10 | Dimensional - US Core Equity 2 ETF DFAC | 0.00% | 108.7K | 0.17% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-06 | Elliott Derick A. | Officer | A-Award | A | Common Stock | 96,000 | 0.00 | — | 96,000 | D | ↗ |
| 2026-02-17 | Trigg Leslie | Director / Officer | S-Sale | D | Common Stock | 3,361 | 3.35 | 11.3K | 102,342 | D | ↗ |
| 2026-02-17 | Nash Marc | Officer | S-Sale | D | Common Stock | 1,817 | 3.35 | 6.1K | 39,988 | D | ↗ |
| 2026-02-17 | Brottem John L. | Officer | S-Sale | D | Common Stock | 2,842 | 3.35 | 9.5K | 32,935 | D | ↗ |
| 2026-02-12 | Leonard Braden Michael | 10% Owner | — | — | Short Put Options (potential obligation to buy) | 617,500 | 5.00 | 3.09M | 0 | I | ↗ |
| 2026-01-21 | Trigg Leslie | Director / Officer | S-Sale | D | Common Stock | 2,120 | 5.05 | 10.7K | 105,703 | D | ↗ |
| 2026-01-21 | Nash Marc | Officer | S-Sale | D | Common Stock | 980 | 4.98 | 4.9K | 41,805 | D | ↗ |
| 2026-01-21 | Brottem John L. | Officer | S-Sale | D | Common Stock | 1,180 | 5.01 | 5.9K | 35,777 | D | ↗ |
| 2026-01-20 | Trigg Leslie | Director / Officer | S-Sale | D | Common Stock | 11,794 | 5.12 | 60.4K | 107,823 | D | ↗ |
| 2026-01-20 | Nash Marc | Officer | S-Sale | D | Common Stock | 5,375 | 5.12 | 27.5K | 42,785 | D | ↗ |
| 2026-01-20 | Brottem John L. | Officer | S-Sale | D | Common Stock | 9,314 | 5.12 | 47.7K | 36,957 | D | ↗ |
| 2026-01-09 | Prange Karen | Director | A-Award | A | Common Stock | 18,667 | 0.00 | — | 18,667 | D | ↗ |
| 2026-01-07 | Trigg Leslie | Director / Officer | S-Sale | D | Common Stock | 1,795 | 4.27 | 7.7K | 119,617 | D | ↗ |
| 2026-01-07 | Nash Marc | Officer | S-Sale | D | Common Stock | 108 | 4.27 | 461.16 | 48,160 | D | ↗ |
| 2026-01-07 | Brottem John L. | Officer | S-Sale | D | Common Stock | 224 | 4.27 | 956.48 | 46,271 | D | ↗ |
| 2025-12-01 | Drexler Karen | Director | S-Sale | D | Common Stock | 1,548 | 4.37 | 6.8K | 10,650 | D | ↗ |
| 2025-11-17 | Trigg Leslie | Director / Officer | S-Sale | D | Common Stock | 916 | 4.60 | 4.2K | 121,412 | D | ↗ |
| 2025-11-17 | Nash Marc | Officer | S-Sale | D | Common Stock | 247 | 4.60 | 1.1K | 48,268 | D | ↗ |
| 2025-11-17 | Brottem John L. | Officer | S-Sale | D | Common Stock | 388 | 4.60 | 1.8K | 46,495 | D | ↗ |
| 2025-08-25 | Nash Marc | Officer | A-Award | A | Common Stock | 5,617 | 0.00 | — | 48,515 | D | ↗ |
| 2025-08-15 | Trigg Leslie | Director / Officer | S-Sale | D | Common Stock | 904 | 12.88 | 11.6K | 122,328 | D | ↗ |
| 2025-08-15 | Nash Marc | Officer | S-Sale | D | Common Stock | 243 | 12.88 | 3.1K | 42,898 | D | ↗ |
| 2025-08-15 | Brottem John L. | Officer | S-Sale | D | Common Stock | 383 | 12.88 | 4.9K | 46,883 | D | ↗ |
| 2025-06-10 | Trigg Leslie | Director / Officer | A-Award | A | Common Stock | 65,103 | 0.00 | — | 123,232 | D | ↗ |
| 2025-06-10 | Nash Marc | Officer | A-Award | A | Common Stock | 29,676 | 0.00 | — | 43,141 | D | ↗ |
| 2025-06-10 | Gaeta Renee | Officer | A-Award | A | Common Stock | 131,425 | 0.00 | — | 131,425 | D | ↗ |
| 2025-06-10 | Brottem John L. | Officer | A-Award | A | Common Stock | 35,993 | 0.00 | — | 47,266 | D | ↗ |
| 2025-06-03 | Gaeta Renee | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-06-02 | Saia Andrea Lynn | Director | A-Award | A | Common Stock | 8,983 | 0.00 | — | 12,175 | D | ↗ |
| 2025-06-02 | OBOYLE KEVIN C | Director | A-Award | A | Common Stock | 8,983 | 0.00 | — | 24,118 | D | ↗ |
| 2025-06-02 | LANG BRENT D. | Director | A-Award | A | Common Stock | 8,983 | 0.00 | — | 17,851 | D | ↗ |
| 2025-06-02 | HACKETT PATRICK T | Director | A-Award | A | Common Stock | 8,983 | 0.00 | — | 95,172 | D | ↗ |
| 2025-06-02 | GROSSMAN D KEITH | Director | A-Award | A | Common Stock | 8,983 | 0.00 | — | 13,918 | D | ↗ |
| 2025-06-02 | Drexler Karen | Director | A-Award | A | Common Stock | 8,983 | 0.00 | — | 12,198 | D | ↗ |
| 2025-05-15 | Trigg Leslie | Director / Officer | S-Sale | D | Common Stock | 935 | 17.80 | 16.6K | 58,129 | D | ↗ |
| 2025-05-15 | Nash Marc | Officer | S-Sale | D | Common Stock | 252 | 17.82 | 4.5K | 13,465 | D | ↗ |
| 2025-05-15 | Brottem John L. | Officer | S-Sale | D | Common Stock | 396 | 17.82 | 7.1K | 11,273 | D | ↗ |
| 2025-05-15 | Ahmed Nabeel | Officer | S-Sale | D | Common Stock | 584 | 17.81 | 10.4K | 16,096 | D | ↗ |
| 2025-05-14 | OBOYLE KEVIN C | Director | A-Award | A | Common Stock | 15,135 | 0.00 | — | 15,135 | D | ↗ |
| 2025-03-10 | Trigg Leslie | Director / Officer | M-Exempt | D | Series A Non-Voting Convertible Preferred | 2,500 | 0.00 | — | 0 | I | ↗ |
| 2025-03-10 | LANG BRENT D. | Director | M-Exempt | D | Series A Non-Voting Convertible Preferred | 1,000 | 0.00 | — | 0 | I | ↗ |
| 2025-03-10 | HACKETT PATRICK T | Director | M-Exempt | A | Common Stock | 1,250,000 | 0.00 | — | 1,250,000 | I | ↗ |
| 2025-03-10 | GROSSMAN D KEITH | Director | M-Exempt | D | Series A Non-Voting Convertible Preferred | 750 | 0.00 | — | 0 | I | ↗ |
| 2025-03-10 | Drexler Karen | Director | M-Exempt | D | Series A Non-Voting Convertible Preferred | 125 | 0.00 | — | 0 | I | ↗ |
| 2025-03-07 | Trigg Leslie | Director / Officer | A-Award | A | Series A Non-Voting Convertible Preferred | 2,500 | 0.00 | — | 2,500 | I | ↗ |
| 2025-03-07 | LANG BRENT D. | Director | A-Award | A | Series A Non-Voting Convertible Preferred | 1,000 | 0.00 | — | 1,000 | I | ↗ |
| 2025-03-07 | HACKETT PATRICK T | Director | A-Award | A | Series A Non-Voting Convertible Preferred | 5,000 | 0.00 | — | 5,000 | I | ↗ |
| 2025-03-07 | GROSSMAN D KEITH | Director | A-Award | A | Series A Non-Voting Convertible Preferred | 750 | 0.00 | — | 750 | I | ↗ |
| 2025-03-07 | Drexler Karen | Director | A-Award | A | Series A Non-Voting Convertible Preferred | 125 | 0.00 | — | 125 | I | ↗ |
| 2025-02-18 | Trigg Leslie | Director / Officer | S-Sale | D | Common Stock | 14,611 | 0.90 | 13.1K | 880,969 | D | ↗ |
| 2025-02-18 | Nash Marc | Officer | S-Sale | D | Common Stock | 4,204 | 0.90 | 3.8K | 200,764 | D | ↗ |
| 2025-02-18 | Brottem John L. | Officer | S-Sale | D | Common Stock | 6,145 | 0.90 | 5.5K | 175,043 | D | ↗ |
| 2025-02-18 | Ahmed Nabeel | Officer | S-Sale | D | Common Stock | 8,659 | 0.90 | 7.8K | 250,210 | D | ↗ |
| 2025-01-21 | Trigg Leslie | Director / Officer | S-Sale | D | Common Stock | 18,449 | 0.80 | 14.8K | 895,580 | D | ↗ |
| 2025-01-21 | Nash Marc | Officer | S-Sale | D | Common Stock | 21,590 | 0.80 | 17.3K | 206,243 | D | ↗ |
| 2025-01-21 | Brottem John L. | Officer | S-Sale | D | Common Stock | 2,679 | 0.80 | 2.1K | 181,188 | D | ↗ |
| 2025-01-21 | Ahmed Nabeel | Officer | S-Sale | D | Common Stock | 29,474 | 0.80 | 23.6K | 262,776 | D | ↗ |
| 2025-01-17 | Trigg Leslie | Director / Officer | A-Award | A | Common Stock | 99,419 | 0.00 | — | 960,816 | D | ↗ |
| 2025-01-17 | Nash Marc | Officer | A-Award | A | Common Stock | 4,494 | 0.00 | — | 226,785 | D | ↗ |
| 2025-01-17 | Brottem John L. | Officer | A-Award | A | Common Stock | 9,090 | 0.00 | — | 214,118 | D | ↗ |
| 2025-01-17 | Ahmed Nabeel | Officer | A-Award | A | Common Stock | 13,256 | 0.00 | — | 293,157 | D | ↗ |
| 2025-01-13 | Trigg Leslie | Director / Officer | S-Sale | D | Common Stock | 33,227 | 0.81 | 26.9K | 861,397 | D | ↗ |
| 2025-01-13 | Nash Marc | Officer | S-Sale | D | Common Stock | 15,011 | 0.81 | 12.2K | 222,291 | D | ↗ |
| 2025-01-13 | Brottem John L. | Officer | S-Sale | D | Common Stock | 20,492 | 0.81 | 16.6K | 205,028 | D | ↗ |
| 2025-01-13 | Ahmed Nabeel | Officer | S-Sale | D | Common Stock | 29,031 | 0.81 | 23.5K | 279,901 | D | ↗ |
| 2025-01-07 | Trigg Leslie | Director / Officer | S-Sale | D | Common Stock | 10,227 | 1.29 | 13.2K | 894,624 | D | ↗ |
| 2025-01-07 | Nash Marc | Officer | S-Sale | D | Common Stock | 720 | 1.29 | 928.80 | 237,302 | D | ↗ |
| 2025-01-07 | Brottem John L. | Officer | S-Sale | D | Common Stock | 1,572 | 1.29 | 2.0K | 225,520 | D | ↗ |
| 2025-01-07 | Ahmed Nabeel | Officer | S-Sale | D | Common Stock | 1,835 | 1.29 | 2.4K | 308,932 | D | ↗ |
| 2024-11-15 | Trigg Leslie | Director / Officer | S-Sale | D | Common Stock | 5,645 | 0.80 | 4.5K | 904,851 | D | ↗ |
| 2024-11-15 | Nash Marc | Officer | S-Sale | D | Common Stock | 1,375 | 0.80 | 1.1K | 238,022 | D | ↗ |
| 2024-11-15 | Brottem John L. | Officer | S-Sale | D | Common Stock | 3,203 | 0.80 | 2.6K | 227,092 | D | ↗ |
| 2024-11-15 | Ahmed Nabeel | Officer | S-Sale | D | Common Stock | 4,221 | 0.80 | 3.4K | 310,767 | D | ↗ |
| 2024-08-15 | Trigg Leslie | Director / Officer | S-Sale | D | Common Stock | 5,308 | 0.84 | 4.5K | 910,496 | — | ↗ |
| 2024-08-15 | Nash Marc | Officer | S-Sale | D | Common Stock | 1,293 | 0.84 | 1.1K | 239,397 | — | ↗ |
| 2024-08-15 | Brottem John L. | Officer | S-Sale | D | Common Stock | 3,011 | 0.84 | 2.5K | 230,295 | — | ↗ |
| 2024-08-15 | Ahmed Nabeel | Officer | S-Sale | D | Common Stock | 3,971 | 0.84 | 3.3K | 314,988 | — | ↗ |
| 2024-07-24 | Nash Marc | Officer | S-Sale | D | Common Stock | 723 | 4.02 | 2.9K | 240,690 | — | ↗ |
| 2024-06-12 | Brottem John L. | Officer | S-Sale | D | Common Stock | 10,569 | 4.78 | 50.5K | 233,306 | — | ↗ |
| 2024-06-03 | GROSSMAN D KEITH | Director | M-Exempt | A | Common Stock | 31,186 | 1.11 | 34.6K | 74,035 | — | ↗ |
| 2024-05-29 | Saia Andrea Lynn | Director | A-Award | A | Common Stock | 25,000 | 0.00 | — | 47,892 | — | ↗ |
| 2024-05-29 | LANG BRENT D. | Director | A-Award | A | Common Stock | 25,000 | 0.00 | — | 133,024 | — | ↗ |
| 2024-05-29 | JONES DALE E | Director | A-Award | A | Common Stock | 25,000 | 0.00 | — | 45,918 | — | ↗ |
| 2024-05-29 | Hinrichs James F. | Director | A-Award | A | Common Stock | 25,000 | 0.00 | — | 80,349 | — | ↗ |
| 2024-05-29 | HACKETT PATRICK T | Director | A-Award | A | Common Stock | 25,000 | 0.00 | — | 42,849 | — | ↗ |
| 2024-05-29 | GROSSMAN D KEITH | Director | A-Award | A | Common Stock | 25,000 | 0.00 | — | 42,849 | — | ↗ |
| 2024-05-29 | Drexler Karen | Director | A-Award | A | Common Stock | 25,000 | 0.00 | — | 48,232 | — | ↗ |
| 2024-05-16 | Trigg Leslie | Director / Officer | S-Sale | D | Common Stock | 5,237 | 3.53 | 18.5K | 915,804 | — | ↗ |
| 2024-05-16 | Nash Marc | Officer | S-Sale | D | Common Stock | 1,097 | 3.53 | 3.9K | 241,413 | — | ↗ |
| 2024-05-16 | Brottem John L. | Officer | S-Sale | D | Common Stock | 2,972 | 3.53 | 10.5K | 243,875 | — | ↗ |
| 2024-05-16 | Ahmed Nabeel | Officer | S-Sale | D | Common Stock | 3,918 | 3.53 | 13.8K | 318,959 | — | ↗ |
| 2024-05-10 | Racine Jean-Olivier | Officer | S-Sale | D | Common Stock | 8,306 | 3.27 | 27.2K | 265,325 | — | ↗ |
| 2024-03-15 | Nash Marc | Officer | S-Sale | D | Common Stock | 2,391 | 2.13 | 5.1K | 242,510 | — | ↗ |
| 2024-03-12 | LANG BRENT D. | Director | A-Award | A | Common Stock | 108,024 | 0.00 | — | 108,024 | — | ↗ |
| 2024-03-01 | Ahmed Nabeel | Officer | S-Sale | D | Common Stock | 1,584 | 3.15 | 5.0K | 322,877 | — | ↗ |
| 2024-02-29 | Ahmed Nabeel | Officer | J-Other | A | Common Stock | 1,584 | 2.68 | 4.2K | 324,461 | — | ↗ |
| 2024-02-23 | Trigg Leslie | Director / Officer | A-Award | A | Common Stock | 131,687 | 0.00 | — | 964,778 | — | ↗ |
| 2024-02-23 | Ahmed Nabeel | Officer | A-Award | A | Common Stock | 20,922 | 0.00 | — | 333,516 | — | ↗ |
| 2024-02-15 | Williamson Steven S. | Officer | S-Sale | D | Common Stock | 2,500 | 3.57 | 8.9K | 320,347 | — | ↗ |
| 2024-02-15 | Trigg Leslie | Director / Officer | S-Sale | D | Common Stock | 5,320 | 3.57 | 19.0K | 833,091 | — | ↗ |
| 2024-02-15 | Racine Jean-Olivier | Officer | S-Sale | D | Common Stock | 1,866 | 3.57 | 6.7K | 271,830 | — | ↗ |
| 2024-02-15 | Nash Marc | Officer | S-Sale | D | Common Stock | 617 | 3.57 | 2.2K | 243,100 | — | ↗ |
| 2024-02-15 | Brottem John L. | Officer | S-Sale | D | Common Stock | 3,341 | 3.57 | 11.9K | 245,046 | — | ↗ |
| 2024-02-15 | Ahmed Nabeel | Officer | S-Sale | D | Common Stock | 4,403 | 3.57 | 15.7K | 312,594 | — | ↗ |
| 2024-01-16 | Williamson Steven S. | Officer | S-Sale | D | Common Stock | 996 | 4.29 | 4.3K | 322,847 | — | ↗ |
| 2024-01-16 | Trigg Leslie | Director / Officer | S-Sale | D | Common Stock | 8,126 | 4.29 | 34.9K | 838,411 | — | ↗ |
| 2024-01-16 | Racine Jean-Olivier | Officer | S-Sale | D | Common Stock | 723 | 4.29 | 3.1K | 273,696 | — | ↗ |
| 2024-01-16 | Porter Stacey L. | Officer | S-Sale | D | Common Stock | 768 | 4.29 | 3.3K | 61,448 | — | ↗ |
| 2024-01-16 | Nash Marc | Officer | S-Sale | D | Common Stock | 678 | 429.00 | 290.9K | 243,717 | — | ↗ |
| 2024-01-16 | Brottem John L. | Officer | S-Sale | D | Common Stock | 1,480 | 4.29 | 6.3K | 248,387 | — | ↗ |
| 2024-01-16 | Ahmed Nabeel | Officer | S-Sale | D | Common Stock | 1,726 | 4.29 | 7.4K | 316,997 | — | ↗ |
| 2024-01-12 | Williamson Steven S. | Officer | A-Award | A | Common Stock | 112,000 | 0.00 | — | 217,939 | — | ↗ |
| 2024-01-12 | Trigg Leslie | Director / Officer | A-Award | A | Common Stock | 212,500 | 0.00 | — | 601,599 | — | ↗ |
| 2024-01-12 | Racine Jean-Olivier | Officer | A-Award | A | Common Stock | 96,000 | 0.00 | — | 169,781 | — | ↗ |
| 2024-01-12 | Porter Stacey L. | Officer | A-Award | A | Common Stock | 3,586 | 0.00 | — | 62,216 | — | ↗ |
| 2024-01-12 | Nash Marc | Officer | A-Award | A | Common Stock | 3,162 | 0.00 | — | 244,395 | — | ↗ |
| 2024-01-12 | Brottem John L. | Officer | A-Award | A | Common Stock | 96,000 | 0.00 | — | 144,807 | — | ↗ |
| 2024-01-12 | Ahmed Nabeel | Officer | A-Award | A | Common Stock | 5,904 | 0.00 | — | 318,723 | — | ↗ |
| 2024-01-08 | Williamson Steven S. | Officer | S-Sale | D | Common Stock | 7,055 | 5.49 | 38.7K | 105,939 | — | ↗ |
| 2024-01-08 | Trigg Leslie | Director / Officer | S-Sale | D | Common Stock | 14,188 | 5.49 | 77.9K | 389,099 | — | ↗ |
| 2024-01-08 | Racine Jean-Olivier | Officer | S-Sale | D | Common Stock | 3,905 | 5.49 | 21.4K | 73,781 | — | ↗ |
| 2024-01-08 | Porter Stacey L. | Officer | S-Sale | D | Common Stock | 4,766 | 5.49 | 26.2K | 58,630 | — | ↗ |
| 2024-01-08 | Brottem John L. | Officer | S-Sale | D | Common Stock | 7,344 | 5.49 | 40.3K | 48,807 | — | ↗ |
| 2024-01-08 | Ahmed Nabeel | Officer | S-Sale | D | Common Stock | 10,709 | 5.49 | 58.8K | 76,819 | — | ↗ |
| 2023-11-16 | Williamson Steven S. | Officer | S-Sale | D | Common Stock | 3,584 | 4.76 | 17.1K | 112,994 | — | ↗ |
| 2023-11-16 | Trigg Leslie | Director / Officer | S-Sale | D | Common Stock | 3,175 | 4.76 | 15.1K | 403,287 | — | ↗ |
| 2023-11-16 | Racine Jean-Olivier | Officer | S-Sale | D | Common Stock | 790 | 4.76 | 3.8K | 77,686 | — | ↗ |
| 2023-11-16 | Porter Stacey L. | Officer | S-Sale | D | Common Stock | 671 | 4.76 | 3.2K | 63,396 | — | ↗ |
| 2023-11-16 | Nash Marc | Officer | S-Sale | D | Common Stock | 562 | 4.76 | 2.7K | 44,757 | — | ↗ |
| 2023-11-16 | Brottem John L. | Officer | S-Sale | D | Common Stock | 1,431 | 4.76 | 6.8K | 56,151 | — | ↗ |
| 2023-11-16 | Ahmed Nabeel | Officer | S-Sale | D | Common Stock | 1,643 | 4.76 | 7.8K | 87,528 | — | ↗ |
| 2023-09-01 | Ahmed Nabeel | Officer | S-Sale | D | Common Stock | 545 | 13.61 | 7.4K | 89,171 | — | ↗ |
| 2023-08-16 | Williamson Steven S. | Officer | S-Sale | D | Common Stock | 635 | 15.10 | 9.6K | 116,577 | — | ↗ |
| 2023-08-16 | Trigg Leslie | Director / Officer | S-Sale | D | Common Stock | 3,028 | 15.10 | 45.7K | 406,461 | — | ↗ |
| 2023-08-16 | Racine Jean-Olivier | Officer | S-Sale | D | Common Stock | 752 | 15.10 | 11.4K | 78,475 | — | ↗ |
| 2023-08-16 | Porter Stacey L. | Officer | S-Sale | D | Common Stock | 638 | 15.10 | 9.6K | 64,066 | — | ↗ |
| 2023-08-16 | Nash Marc | Officer | S-Sale | D | Common Stock | 535 | 15.10 | 8.1K | 44,998 | — | ↗ |
| 2023-08-16 | Brottem John L. | Officer | S-Sale | D | Common Stock | 1,364 | 15.10 | 20.6K | 57,581 | — | ↗ |
| 2023-08-16 | Ahmed Nabeel | Officer | S-Sale | D | Common Stock | 1,565 | 15.10 | 23.6K | 89,171 | — | ↗ |
| 2023-08-01 | Trigg Leslie | Director / Officer | M-Exempt | A | Common Stock | 20,000 | 4.11 | 82.2K | 429,489 | — | ↗ |
| 2023-08-01 | Ahmed Nabeel | Officer | S-Sale | D | Common Stock | 990 | 20.07 | 19.9K | 90,736 | — | ↗ |
| 2023-07-24 | Nash Marc | Officer | A-Award | A | Common Stock | 338 | 0.00 | — | 45,533 | — | ↗ |
| 2023-07-19 | Brottem John L. | Officer | M-Exempt | D | Non-Qualified Stock Option (right to buy) | 1,415 | 9.48 | 13.4K | 15,560 | — | ↗ |
| 2023-07-17 | Nash Marc | Officer | — | D | Non-Qualified Stock Option (right to buy) | 7,207 | 46.94 | 338.3K | 0 | — | ↗ |
| 2023-07-03 | Trigg Leslie | Director / Officer | M-Exempt | A | Common Stock | 20,000 | 4.11 | 82.2K | 429,489 | — | ↗ |
| 2023-07-03 | Ahmed Nabeel | Officer | S-Sale | D | Common Stock | 990 | 21.70 | 21.5K | 91,726 | — | ↗ |
| 2023-06-20 | Brottem John L. | Officer | M-Exempt | D | Non-Qualified Stock Option (right to buy) | 1,414 | 9.48 | 13.4K | 16,975 | — | ↗ |
| 2023-06-01 | Trigg Leslie | Director / Officer | S-Sale | D | Common Stock | 20,000 | 21.10 | 421.9K | 409,489 | — | ↗ |
| 2023-06-01 | Ahmed Nabeel | Officer | S-Sale | D | Common Stock | 990 | 20.83 | 20.6K | 92,716 | — | ↗ |
| 2023-05-31 | Szyman Catherine M. | Director | A-Award | A | Common Stock | 7,681 | 0.00 | — | 24,596 | — | ↗ |
| 2023-05-31 | Saia Andrea Lynn | Director | A-Award | A | Common Stock | 7,681 | 0.00 | — | 22,892 | — | ↗ |
| 2023-05-31 | JONES DALE E | Director | A-Award | A | Common Stock | 7,681 | 0.00 | — | 20,918 | — | ↗ |
| 2023-05-31 | Hinrichs James F. | Director | A-Award | A | Common Stock | 7,681 | 0.00 | — | 55,349 | — | ↗ |
| 2023-05-31 | HACKETT PATRICK T | Director | A-Award | A | Common Stock | 7,681 | 0.00 | — | 17,849 | — | ↗ |
| 2023-05-31 | GROSSMAN D KEITH | Director | A-Award | A | Common Stock | 7,681 | 0.00 | — | 17,849 | — | ↗ |
| 2023-05-31 | Drexler Karen | Director | A-Award | A | Common Stock | 7,681 | 0.00 | — | 23,232 | — | ↗ |
| 2023-05-17 | Brottem John L. | Officer | S-Sale | D | Common Stock | 1,415 | 20.08 | 28.4K | 60,262 | — | ↗ |
| 2023-05-16 | Williamson Steven S. | Officer | S-Sale | D | Common Stock | 681 | 19.91 | 13.6K | 117,212 | — | ↗ |
| 2023-05-16 | Trigg Leslie | Director / Officer | S-Sale | D | Common Stock | 2,962 | 19.91 | 59.0K | 409,489 | — | ↗ |
| 2023-05-16 | Racine Jean-Olivier | Officer | S-Sale | D | Common Stock | 735 | 19.91 | 14.6K | 79,227 | — | ↗ |
| 2023-05-16 | Porter Stacey L. | Officer | S-Sale | D | Common Stock | 626 | 19.91 | 12.5K | 64,704 | — | ↗ |
| 2023-05-16 | Brottem John L. | Officer | S-Sale | D | Common Stock | 1,335 | 19.91 | 26.6K | 60,262 | — | ↗ |
| 2023-05-16 | Ahmed Nabeel | Officer | S-Sale | D | Common Stock | 1,532 | 19.91 | 30.5K | 93,706 | — | ↗ |
| 2023-05-08 | Williamson Steven S. | Officer | S-Sale | D | Common Stock | 10,000 | 19.83 | 198.3K | 117,893 | — | ↗ |
| 2023-05-03 | Trigg Leslie | Director / Officer | M-Exempt | A | Common Stock | 10,508 | 3.88 | 40.8K | 422,959 | — | ↗ |
| 2023-05-03 | Brottem John L. | Officer | M-Exempt | D | Non-Qualified Stock Option (right to buy) | 1,414 | 9.48 | 13.4K | 19,804 | — | ↗ |
| 2023-05-03 | Ahmed Nabeel | Officer | S-Sale | D | Common Stock | 990 | 20.00 | 19.8K | 95,238 | — | ↗ |
| 2023-03-20 | Brottem John L. | Officer | M-Exempt | A | Common Stock | 1,415 | 9.48 | 13.4K | 65,727 | — | ↗ |
| 2023-03-01 | Vazquez Martin | Officer | S-Sale | D | Common Stock | 5,000 | 22.33 | 111.7K | 103,112 | — | ↗ |
| 2023-03-01 | Trigg Leslie | Director / Officer | M-Exempt | D | Performance Options (right to buy) | 30,000 | 3.88 | 116.4K | 10,508 | — | ↗ |
| 2023-02-16 | Williamson Steven S. | Officer | S-Sale | D | Common Stock | 694 | 24.36 | 16.9K | 126,471 | — | ↗ |
| 2023-02-16 | Vazquez Martin | Officer | S-Sale | D | Common Stock | 264 | 24.37 | 6.4K | 104,171 | — | ↗ |
| 2023-02-16 | Trigg Leslie | Director / Officer | S-Sale | D | Common Stock | 932 | 24.36 | 22.7K | 413,112 | — | ↗ |
| 2023-02-16 | Racine Jean-Olivier | Officer | S-Sale | D | Common Stock | 451 | 24.36 | 11.0K | 78,837 | — | ↗ |
| 2023-02-16 | Porter Stacey L. | Officer | S-Sale | D | Common Stock | 482 | 24.36 | 11.7K | 64,053 | — | ↗ |
| 2023-02-16 | Brottem John L. | Officer | S-Sale | D | Common Stock | 358 | 24.36 | 8.7K | 67,422 | — | ↗ |
| 2023-02-16 | Ahmed Nabeel | Officer | S-Sale | D | Common Stock | 123 | 24.36 | 3.0K | 95,350 | — | ↗ |
| 2023-02-02 | Vazquez Martin | Officer | M-Exempt | A | Common Stock | 6,500 | 3.88 | 25.2K | 110,935 | — | ↗ |
| 2023-02-01 | Vazquez Martin | Officer | M-Exempt | D | Performance Options (right to buy) | 5,000 | 3.88 | 19.4K | 68,007 | — | ↗ |
| 2023-02-01 | Trigg Leslie | Director / Officer | M-Exempt | D | Performance Options (right to buy) | 30,000 | 3.88 | 116.4K | 40,508 | — | ↗ |
| 2023-01-27 | Williamson Steven S. | Officer | S-Sale | D | Common Stock | 3,023 | 27.92 | 84.4K | 127,165 | — | ↗ |
| 2023-01-27 | Vazquez Martin | Officer | S-Sale | D | Common Stock | 4,674 | 27.92 | 130.5K | 104,435 | — | ↗ |
| 2023-01-27 | Trigg Leslie | Officer | S-Sale | D | Common Stock | 6,281 | 27.92 | 175.4K | 414,044 | — | ↗ |
| 2023-01-27 | Racine Jean-Olivier | Officer | S-Sale | D | Common Stock | 2,066 | 27.92 | 57.7K | 79,288 | — | ↗ |
| 2023-01-27 | Porter Stacey L. | Officer | S-Sale | D | Common Stock | 2,295 | 27.92 | 64.1K | 64,535 | — | ↗ |
| 2023-01-27 | Brottem John L. | Officer | S-Sale | D | Common Stock | 4,282 | 27.92 | 119.6K | 67,780 | — | ↗ |
| 2023-01-27 | Ahmed Nabeel | Officer | S-Sale | D | Common Stock | 4,938 | 27.92 | 137.9K | 96,909 | — | ↗ |
| 2023-01-06 | Williamson Steven S. | Officer | A-Award | A | Common Stock | 64,724 | 0.00 | — | 126,547 | — | ↗ |
| 2023-01-06 | Vazquez Martin | Officer | A-Award | A | Common Stock | 3,185 | 0.00 | — | 109,109 | — | ↗ |
| 2023-01-06 | Trigg Leslie | Officer | A-Award | A | Common Stock | 106,189 | 0.00 | — | 396,432 | — | ↗ |
| 2023-01-06 | Racine Jean-Olivier | Officer | A-Award | A | Common Stock | 38,834 | 0.00 | — | 79,170 | — | ↗ |
| 2023-01-06 | Porter Stacey L. | Officer | A-Award | A | Common Stock | 34,466 | 0.00 | — | 64,891 | — | ↗ |
| 2023-01-06 | Brottem John L. | Officer | A-Award | A | Common Stock | 38,834 | 0.00 | — | 69,878 | — | ↗ |
| 2023-01-06 | Ahmed Nabeel | Officer | A-Award | A | Common Stock | 3,185 | 0.00 | — | 101,847 | — | ↗ |
| 2023-01-03 | Vazquez Martin | Officer | M-Exempt | D | Performance Options (right to buy) | 5,000 | 0.00 | — | 73,007 | — | ↗ |
| 2023-01-03 | Trigg Leslie | Officer | M-Exempt | A | Common Stock | 30,000 | 3.88 | 116.4K | 320,243 | — | ↗ |
| 2022-12-01 | Vazquez Martin | Officer | S-Sale | D | Common Stock | 5,000 | 20.85 | 104.3K | 49,290 | — | ↗ |
| 2022-12-01 | Trigg Leslie | Officer | M-Exempt | A | Common Stock | 8,717 | 3.88 | 33.8K | 298,960 | — | ↗ |
| 2022-11-30 | Brottem John L. | Officer | M-Exempt | A | Common Stock | 12,761 | 9.48 | 121.0K | 43,805 | — | ↗ |
| 2022-11-22 | Hinrichs James F. | Director | P-Purchase | A | Common Stock | 7,500 | 17.84 | 133.8K | 47,668 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Renee Gaeta Chief Financial Officer | 276.9K | — | 3.06M | — | 54.0K | 5.1K | 3.40M | 90.11% | ↗ |
| 2 | 2025 | Leslie Trigg President, CEO & Board Chair | 755.2K | — | 2.20M | — | 294.5K | 7.9K | 3.26M | 67.51% | ↗ |
| 3 | 2025 | John Brottem General Counsel & Secretary | 466.6K | 1.0K | 838.6K | — | 91.0K | 7.5K | 1.40M | 59.70% | ↗ |
| 4 | 2025 | Marc Nash EVP, R&D, Operations & Service | 432.6K | — | 783.3K | — | 84.4K | 7.2K | 1.31M | 59.91% | ↗ |
| 5 | 2025 | Nabeel Ahmed Former Chief Financial Officer | 212.8K | — | — | — | — | 397.3K | 610.1K | 0.00% | ↗ |
| 6 | 2024 | Leslie Trigg President, CEO & Board Chair | 725.0K | — | 2.40M | — | 870.0K | 7.4K | 4.00M | 59.97% | ↗ |
| 7 | 2024 | Leslie Trigg President, CEO Board Chair | 725.0K | — | 2.40M | — | 870.0K | 7.4K | 4.00M | 59.97% | ↗ |
| 8 | 2024 | Nabeel Ahmed Former Chief Financial Officer | 460.1K | — | 1.05M | — | 276.1K | 7.2K | 1.79M | 58.49% | ↗ |
| 9 | 2024 | Nabeel Ahmed Chief Financial Officer | 460.1K | — | 1.05M | — | 276.1K | 7.2K | 1.79M | 58.49% | ↗ |
| 10 | 2024 | John Brottem General Counsel & Secretary | 415.8K | — | 837.8K | — | 249.5K | 7.4K | 1.51M | 55.47% | ↗ |
| 11 | 2024 | John Brottem General Counsel Secretary | 415.8K | — | 837.8K | — | 249.5K | 7.4K | 1.51M | 55.47% | ↗ |
| 12 | 2024 | Marc Nash EVP, R&D, Operations & Service | 398.9K | 1.0K | 830.3K | — | 239.4K | 7.1K | 1.48M | 56.23% | ↗ |
| 13 | 2023 | Leslie Trigg President, Chief Executive Officer and Board Chair | 723.1K | — | 5.25M | — | 489.9K | 7.1K | 6.47M | 81.16% | ↗ |
| 14 | 2023 | Leslie Trigg President, CEO & Board Chair | 723.1K | — | 5.25M | — | 489.9K | 7.1K | 6.47M | 81.16% | ↗ |
| 15 | 2023 | Leslie Trigg President, CEO Board Chair | 723.1K | — | 5.25M | — | 489.9K | 7.1K | 6.47M | 81.16% | ↗ |
| 16 | 2023 | Steve Williamson Former Chief Commercial Officer | 529.8K | — | 1.94M | — | 191.0K | 26.6K | 2.69M | 72.22% | ↗ |
| 17 | 2023 | Nabeel Ahmed Chief Financial Officer | 459.5K | — | 1.72M | — | 146.9K | 6.9K | 2.33M | 73.66% | ↗ |
| 18 | 2023 | Nabeel Ahmed Former Chief Financial Officer | 459.5K | — | 1.72M | — | 146.9K | 6.9K | 2.33M | 73.66% | ↗ |
| 19 | 2023 | John Brottem General Counsel Secretary | 415.2K | — | 1.20M | — | 124.8K | 7.1K | 1.74M | 68.64% | ↗ |
| 20 | 2023 | John Brottem General Counsel & Secretary | 415.2K | — | 1.20M | — | 124.8K | 7.1K | 1.74M | 68.64% | ↗ |
| 21 | 2023 | John Brottem General Counsel and Secretary | 415.2K | — | 1.20M | — | 124.8K | 7.1K | 1.74M | 68.64% | ↗ |
| 22 | 2023 | Jean-Olivier Racine Chief Technology Officer | 401.5K | — | 1.19M | — | 120.6K | 6.8K | 1.72M | 69.20% | ↗ |
| 23 | 2023 | Marc Nash EVP, R&D, Operations & Service | 335.5K | 15.0K | 605.6K | — | 85.3K | 6.8K | 1.05M | 57.78% | ↗ |
| 24 | 2022 | Leslie Trigg President, Chief Executive Officer and Board Chair | 661.1K | — | 2.90M | — | 555.8K | 6.6K | 4.13M | 70.36% | ↗ |
| 25 | 2022 | Martin Vazquez Chief Operating Officer | 484.0K | — | 1.57M | — | 199.8K | 6.6K | 2.26M | 69.43% | ↗ |
| 26 | 2022 | Steve Williamson Former Chief Commercial Officer | 512.1K | — | 1.10M | — | 269.8K | 6.6K | 1.89M | 58.19% | ↗ |
| 27 | 2022 | Steve Williamson Chief Commercial Officer | 512.1K | — | 1.10M | — | 269.8K | 6.6K | 1.89M | 58.19% | ↗ |
| 28 | 2022 | Nabeel Ahmed Chief Financial Officer | 457.1K | — | 1.10M | — | 191.2K | 6.4K | 1.75M | 62.63% | ↗ |
| 29 | 2022 | John Brottem General Counsel and Secretary | 416.5K | — | 940.7K | — | 171.2K | 6.4K | 1.53M | 61.29% | ↗ |
| 30 | 2022 | Jean-Olivier Racine Chief Technology Officer | 386.2K | — | 862.4K | — | 167.1K | 6.3K | 1.42M | 60.64% | ↗ |
| 31 | 2021 | Leslie Trigg President, Chief Executive Officer and Board Chair | 560.0K | — | 4.10M | 1.50M | 977.2K | 506.00 | 7.14M | 78.46% | ↗ |
| 32 | 2021 | Jean-Olivier Racine Chief Technology Officer | 194.7K | — | 959.4K | 899.9K | 169.9K | 116.00 | 2.22M | 83.60% | ↗ |
| 33 | 2021 | John Brottem General Counsel and Secretary | 349.6K | — | 558.6K | 574.8K | 305.0K | 330.00 | 1.79M | 63.37% | ↗ |
| 34 | 2021 | John Brottem General Counsel and Secretary | 349.6K | — | 558.6K | 574.8K | 305.0K | 330.00 | 1.79M | 63.37% | ↗ |
| 35 | 2021 | Nabeel Ahmed Chief Financial Officer | 323.0K | 75.0K | 574.4K | 562.5K | 249.2K | 330.00 | 1.78M | 63.71% | ↗ |
| 36 | 2021 | Nabeel Ahmed Chief Financial Officer | 323.0K | 75.0K | 574.4K | 562.5K | 249.2K | 330.00 | 1.78M | 63.71% | ↗ |
| 37 | 2021 | Rebecca Chambers Former Chief Financial Officer | 242.0K | — | 680.0K | 699.8K | — | 149.00 | 1.62M | 85.07% | ↗ |
| 38 | 2021 | Martin Vazquez Chief Operating Officer | 370.0K | — | 412.8K | 424.9K | 322.8K | 3.2K | 1.53M | 54.62% | ↗ |
| 39 | 2021 | Steve Williamson Former Chief Commercial Officer | 485.0K | — | — | — | 507.8K | 330.00 | 993.1K | 0.00% | ↗ |
| 40 | 2021 | Steve Williamson Chief Commercial Officer | 485.0K | — | — | — | 507.8K | 330.00 | 993.1K | 0.00% | ↗ |
| 41 | 2020 | Steve Williamson Chief Commercial Officer | 65.3K | — | 1.58M | 1.62M | 53.7K | 27.00 | 3.31M | 96.41% | ↗ |
| 42 | 2020 | Leslie Trigg President, Chief Executive Officer and Board Chair | 483.0K | — | — | 1.92M | 391.5K | 497.00 | 2.80M | 68.70% | ↗ |
| 43 | 2020 | Leslie Trigg President, Chief Executive Officer and Director | 483.0K | — | — | 1.92M | 391.5K | 497.00 | 2.80M | 68.70% | ↗ |
| 44 | 2020 | Rebecca Chambers Former Chief Financial Officer | 375.7K | — | — | 1.74M | 197.2K | 108.0K | 2.42M | 71.92% | ↗ |
| 45 | 2020 | Rebecca Chambers Chief Financial Officer | 375.7K | — | — | 1.74M | 197.2K | 108.0K | 2.42M | 71.92% | ↗ |
| 46 | 2020 | Martin Vazquez Chief Operating Officer | 363.9K | — | — | 854.4K | 191.6K | 135.4K | 1.55M | 55.29% | ↗ |
| 47 | 2020 | John Brottem General Counsel and Secretary | 192.5K | — | — | 830.9K | 119.9K | 189.00 | 1.14M | 72.66% | ↗ |
| 48 | 2020 | John Brottem General Counsel and Secretary | 192.5K | — | — | 830.9K | 119.9K | 189.00 | 1.14M | 72.66% | ↗ |
| 49 | 2020 | Nabeel Ahmed Chief Financial Officer | 157.0K | — | — | 195.2K | 68.5K | 189.00 | 420.8K | 46.39% | ↗ |
| 50 | 2020 | Jean-Olivier Racine Chief Technology Officer | — | — | — | — | — | — | — | — | ↗ |
| 51 | 2019 | Rebecca Chambers Chief Financial Officer | 191.2K | — | — | 408.0K | 150.9K | 7.3K | 757.4K | 53.88% | ↗ |
| 52 | 2019 | Rebecca Chambers Former Chief Financial Officer | 191.2K | — | — | 408.0K | 150.9K | 7.3K | 757.4K | 53.88% | ↗ |
| 53 | 2019 | Leslie Trigg President, Chief Executive Officer and Board Chair | 415.6K | — | — | — | 274.1K | 324.00 | 690.1K | 0.00% | ↗ |
| 54 | 2019 | Leslie Trigg President, Chief Executive Officer and Director | 415.6K | — | — | — | 274.1K | 324.00 | 690.1K | 0.00% | ↗ |
| 55 | 2019 | Martin Vazquez Chief Operating Officer | 315.0K | 50.0K | — | — | 133.9K | 92.6K | 591.5K | 0.00% | ↗ |
| 56 | 2019 | Nabeel Ahmed Chief Financial Officer | — | — | — | — | — | — | — | — | ↗ |
| 57 | 2019 | John Brottem General Counsel and Secretary | — | — | — | — | — | — | — | — | ↗ |
| 58 | 2019 | Jean-Olivier Racine Chief Technology Officer | — | — | — | — | — | — | — | — | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Leslie L. Trigg | President, Chief Executive Officer & Chairman | 1M | female |
| John L. Brottem | General Counsel & Secretary | 566.1K | male |
| Marc Nash | Executive Vice President of R&D, Operations & Service | 524.1K | male |
| Renee Gaeta | Chief Financial Officer, Principal Financial Officer & Principal Accounting Officer | 336.0K | female |
| Dinamarie Stefani | Senior Vice President of Regulatory Affairs & Quality Assurance | — | — |
| James S. Mazzola | Vice President of Corporate Communications & Investor Relations | — | male |
| Amelia Merrill | Vice President of People Operations & Culture | — | — |
| Michael Aragon | Chief Medical Officer | — | — |
| John Geraci | Vice President & Controller | — | — |
| Brett Fogg | Senior Vice President of R&D & Operations | — | male |
| Brittni McGill | Chief Nursing Officer | — | female |
| Derick Elliott | Executive Vice President of Commercial | — | male |
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Community Opinion for OM
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.

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