Ooma, Inc. (OOMA)
Sunnyvale, CA, US
Ooma, Inc. delivers a diverse range of communication solutions and associated technological innovations to both commercial clients and individual users across the United States and Canada. For businesses, Ooma offers an array of solutions. These include Ooma Office, a scalable, cloud-based multi-user communication platform tailored for small to mid-sized enterprises. An enhanced version, Ooma Office Pro, expands these capabilities with features like high-definition video conferencing, call recording, advanced call blocking, and voicemail transcription. The company also provides Ooma Connect for reliable fixed wireless internet, Ooma Managed Wi-Fi as an easy-to-deploy enterprise-grade wireless network, and Ooma Enterprise, its comprehensive unified-communications-as-a-service (UCaaS) offering. On the consumer front, Ooma supplies various home communication technologies. This includes Ooma AirDial, a modern take on traditional landline service; Ooma Telo Basic, offering unlimited domestic calling within the U.S.; and Ooma Premier, a subscription-based package of enhanced calling functionalities. PureVoice HD offers dedicated residential phone services. The flagship Ooma Telo serves as a primary home communications hub, with Ooma Telo 4G extending this by integrating a 4G cellular adapter and battery backup for increased resilience. Beyond these core offerings, Ooma also develops a range of supplementary products and applications. Users can leverage the Ooma Mobile HD app for calls and feature access on the go, or opt for Ooma Telo Air, a wireless variant of the Telo unit incorporating Wi-Fi and Bluetooth. For home security, Ooma Smart Security provides a comprehensive monitoring platform, complemented by the Talkatone mobile application. The company distributes its solutions through multiple channels, including direct sales, partnerships with distributors, retailers, and resellers, in addition to its online presence. Established in 2003, Ooma, Inc. maintains its corporate headquarters in Sunnyvale, California.
No mergers or acquisitions recorded for this company.
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.78% | +1.42% | +19.99% | +56.03% | +70.98% | +64.28% | +42.95% | +48.92% | +17.72% | +181.31% | +75.98% |
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
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 6 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 1 |
18.00
-11.5%
|
| All Time | 3 |
19.67
-3.2%
|
-
Revenue growth Telecommunications Services: +7.0%+6.5% Q2'26: +24.8% (vs Q2'25)
-
EPS growth Telecommunications Services: +15.8%+188.5% ★ Q2'26: +1,000.0% (vs Q2'25)
-
FCF margin FCF growth · Telecommunications Services: +29.4%+3.5% ★ Q2'26: +6.1% (vs Q2'25)
-
EBIT margin Telecommunications Services: +14.7%+1.6% Q2'26: +0.0% (vs Q2'25)
-
ROIC Telecommunications Services: +6.4%+3.0% Q2'26: +0.0% (vs Q2'25)
-
Share dilution Telecommunications Services: +0.0%+4.4% Q2'26: +2.4% (vs Q2'25)
-
Debt / EBITDA Net debt/EBITDA · Telecommunications Services: 1.26×3.71× Q2'26: 1.09× (vs Q2'25)
* 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.
| Metric |
Jan 2016 actual |
Jan 2017 actual |
Jan 2018 actual |
Jan 2019 actual |
Jan 2020 actual |
Jan 2021 actual |
Jan 2022 actual |
Jan 2023 actual |
Jan 2024 actual |
Jan 2025 actual |
Jan 2026 5 Rev. Ana. 4 EPS Ana. |
Jan 2027 6 Rev. Ana. 5 EPS Ana. |
Jan 2028 6 Rev. Ana. 5 EPS Ana. |
Jan 2029 3 Rev. Ana. 1 EPS Ana. |
Jan 2030 1 Rev. Ana. 1 EPS Ana. |
Jan 2031 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
88.78M
est: 89.16M (-0.4%)
|
104.52M
est: 104.17M (+0.3%)
|
114.49M
est: 113.82M (+0.6%)
|
129.23M
est: 127.73M (+1.2%)
|
151.59M
est: 150.82M (+0.5%)
|
168.95M
est: 167.98M (+0.6%)
|
192.29M
est: 191.77M (+0.3%)
|
216.17M
est: 216.06M (+0.0%)
|
236.74M
est: 248.16M (-4.6%)
|
256.85M
est: 256.47M (+0.2%)
|
270.87M
270.83M – 270.91M
+5.6% YoY
|
322.82M
321.10M – 324.04M
+19.2% YoY
|
336.45M
328.07M – 340.46M
+4.2% YoY
|
363.28M
357.37M – 366.89M
+8.0% YoY
|
385.10M
378.83M – 388.92M
+6.0% YoY
|
460.70M
453.20M – 465.28M
+19.6% YoY
|
| EBITDA |
-11.70M
est: 2.31M (-607.3%)
|
-11.28M
est: -14.26M (+20.9%)
|
-11.45M
est: -14.55M (+21.3%)
|
-12.78M
est: -13.83M (+7.6%)
|
-14.14M
est: -25.08M (+43.6%)
|
4.60M
est: 4.34M (+6.0%)
|
5.43M
est: 2.13M (+154.8%)
|
3.28M
est: 5.33M (-38.5%)
|
8.18M
est: 27.31M (-70.0%)
|
6.20M
est: 28.22M (-78.0%)
|
29.81M
29.80M – 29.81M
+5.6% YoY
|
35.52M
35.33M – 35.66M
+19.2% YoY
|
37.02M
36.10M – 37.46M
+4.2% YoY
|
39.98M
39.32M – 40.37M
+8.0% YoY
|
42.38M
41.69M – 42.80M
+6.0% YoY
|
50.70M
49.87M – 51.20M
+19.6% YoY
|
| EBIT |
-13.13M
est: -1.64M (-700.3%)
|
-13.28M
est: -17.21M (+22.9%)
|
-13.72M
est: -18.64M (+26.4%)
|
-15.79M
est: -17.98M (+12.2%)
|
-19.71M
est: -31.63M (+37.7%)
|
-2.78M
est: -3.09M (+10.2%)
|
-1.93M
est: -2.02M (+4.7%)
|
-5.76M
est: -1.68M (-242.1%)
|
-2.81M
est: 10.01M (-128.1%)
|
-6.94M
est: 10.34M (-167.1%)
|
10.92M
10.92M – 10.92M
+5.6% YoY
|
13.02M
12.95M – 13.06M
+19.2% YoY
|
13.57M
13.23M – 13.73M
+4.2% YoY
|
14.65M
14.41M – 14.79M
+8.0% YoY
|
15.53M
15.27M – 15.68M
+6.0% YoY
|
18.57M
18.27M – 18.76M
+19.6% YoY
|
| Net Income |
-14.05M
est: -23.06M (+39.1%)
|
-12.95M
est: -16.87M (+23.3%)
|
-13.12M
est: -17.95M (+26.9%)
|
-14.57M
est: -16.70M (+12.8%)
|
-18.80M
est: -30.16M (+37.7%)
|
-2.44M
est: 12.47M (-119.6%)
|
-1.57M
est: -1.94M (+19.0%)
|
-3.66M
est: -3.28M (-11.4%)
|
-835.0K
est: -5.37M (+84.5%)
|
-6.90M
est: 16.67M (-141.4%)
|
27.93M
27.62M – 28.25M
+67.6% YoY
|
35.81M
35.25M – 36.37M
+28.2% YoY
|
39.58M
37.04M – 42.13M
+10.5% YoY
|
51.31M
50.43M – 52.19M
+29.6% YoY
|
62.38M
61.06M – 63.19M
+21.6% YoY
|
74.08M
72.51M – 75.04M
+18.8% YoY
|
| SGA |
41.10M
est: 38.35M (+7.1%)
|
48.37M
est: 60.50M (-20.1%)
|
52.49M
est: 70.91M (-26.0%)
|
58.37M
est: 68.04M (-14.2%)
|
71.32M
est: 99.34M (-28.2%)
|
71.50M
est: 72.26M (-1.1%)
|
82.18M
est: 73.24M (+12.2%)
|
97.47M
est: 79.59M (+22.5%)
|
100.93M
est: 106.20M (-5.0%)
|
108.67M
est: 109.75M (-1.0%)
|
115.92M
115.90M – 115.93M
+5.6% YoY
|
138.15M
137.41M – 138.67M
+19.2% YoY
|
143.98M
140.39M – 145.70M
+4.2% YoY
|
155.46M
152.93M – 157.01M
+8.0% YoY
|
164.80M
162.11M – 166.44M
+6.0% YoY
|
197.15M
193.94M – 199.11M
+19.6% YoY
|
| EPS |
-0.83
est: -0.86 (+3.9%)
|
-0.74
est: -0.18 (-322.9%)
|
-0.71
est: -0.10 (-634.5%)
|
-0.74
est: -0.17 (-326.9%)
|
-0.89
est: -0.07 (-1,136.1%)
|
-0.11
est: 0.47 (-123.5%)
|
-0.07
est: 0.48 (-114.0%)
|
-0.15
est: 0.53 (-128.6%)
|
-0.03
est: -0.19 (+83.1%)
|
-0.26
est: 0.61 (-142.7%)
|
1.00
0.99 – 1.01
+64.6% YoY
|
1.29
1.27 – 1.31
+28.4% YoY
|
1.43
1.33 – 1.51
+11.3% YoY
|
1.85
1.81 – 1.87
+29.2% YoY
|
2.24
2.19 – 2.27
+21.1% YoY
|
2.66
2.60 – 2.69
+18.8% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-26 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-22 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-21 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-20 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-19 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-18 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-15 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-14 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-13 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-12 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-11 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-08 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-07 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-06 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-05 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-04 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-01 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-30 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-29 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-28 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-27 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-24 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-23 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-22 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-21 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-20 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-17 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-16 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
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 | (1) BlackRock, Inc. | 3.90M | 14.60% | 3.46M | — | 3.90M | — | HC | Delaware | 2024-11-08 | ↗ |
| 2 | (1)Names of reporting persons. BlackRock, Inc. | 1.85M | 7.80% | 1.76M | — | 1.85M | — | HC | Delaware | 2022-02-07 | ↗ |
| 3 | 2. | 1.80M | 12.00% | — | 1.69M | — | 1.80M | HC, IN | — | 2022-02-10 | ↗ |
| 4 | 2) | 1.47M | 7.75% | — | 1.47M | — | 1.47M | HC | Delaware | 2018-02-14 | ↗ |
| 5 | Julian H. Robertson, Jr. | 1.23M | 6.70% | — | 1.23M | — | 1.23M | HC, IN | Delaware | 2017-06-30 | ↗ |
| 6 | The Julian H. Robertson, Jr. Revocable Trust | 1.23M | 6.70% | — | 1.23M | — | 1.23M | HC | Delaware | 2017-06-30 | ↗ |
| 7 | Tiger Management Corporation | 1.23M | 6.70% | — | 1.23M | — | 1.23M | CO | Delaware | 2017-06-30 | ↗ |
| 8 | Tiger Management L.L.C. | 1.23M | 6.70% | — | 1.23M | — | 1.23M | IA | Delaware | 2017-06-30 | ↗ |
| 9 | Tiger Partners GP, LLC | 1.23M | 6.70% | — | 1.23M | — | 1.23M | HC | Delaware | 2017-06-30 | ↗ |
| 10 | Tiger Partners Trading LLC | 1.23M | 6.70% | — | 1.23M | — | 1.23M | OO | Delaware | 2017-06-30 | ↗ |
| 11 | Tiger Partners, L.P. | 1.23M | 6.70% | — | 1.23M | — | 1.23M | PN | Delaware | 2017-06-30 | ↗ |
| 12 | 13-3127734 | 988.3K | 4.55% | 940.3K | — | 987.4K | 875.00 | HC | Delaware | 2020-02-13 | ↗ |
| 13 | 26-0385758 | 988.3K | 4.55% | 940.3K | — | 987.4K | 875.00 | IA | Delaware | 2020-02-13 | ↗ |
| 14 | 10 | 919.8K | 5.38% | 7.66M | 154.2K | 7.66M | 154.2K | IN | United States America | 2016-02-12 | ↗ |
| 15 | James Woodson Davis | 919.0K | 5.10% | — | 919.0K | — | — | IN | United States | 2017-04-03 | ↗ |
| 16 | Woodson Capital GP, LLC | 919.0K | 5.10% | — | 919.0K | — | — | OO | Delaware | 2017-04-03 | ↗ |
| 17 | Woodson Capital General Partner, LLC | 919.0K | 5.10% | — | 919.0K | — | — | OO | Delaware | 2017-04-03 | ↗ |
| 18 | Woodson Capital Management, LP | 919.0K | 5.10% | — | 919.0K | — | — | IA, PN | Delaware | 2017-04-03 | ↗ |
| 19 | Woodson Capital Master Fund, LP | 919.0K | 5.10% | — | 919.0K | — | — | OO | Cayman Islands | 2017-04-03 | ↗ |
| 20 | S. Park | 915.7K | 5.10% | 915.7K | — | 915.7K | 915.7K | IN | United States of America | 2017-01-23 | ↗ |
| 21 | West Asset Management LLC | 915.7K | 5.10% | 915.7K | — | 915.7K | 915.7K | IA | Delaware | 2017-01-23 | ↗ |
| 22 | Russell Investments Group, Ltd. | 148.5K | 0.63% | 148.5K | — | — | 148.5K | HC | — | 2022-02-11 | ↗ |
| 23 | Aravaipa Venture Fund, LLC | — | 0.00% | 12.37M | — | 1.24M | — | CO | United States of America | 2022-01-31 | ↗ |
| 24 | No. 13-3180631 | — | 0.00% | — | — | — | — | HC | Minnesota | 2021-02-12 | ↗ |
| 25 | No. 41-1533211 | — | 0.00% | — | — | — | — | IA | Minnesota | 2021-02-12 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | NANO CAP NEW MILLENNIUM GROWTH FUND L P | 160.0K +160.0K (+100.0%) | 1.88B +1.9B (+100.0%) | 0.58% +0.581 pp | 1.60% +1.601 pp | USD11.73 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 3.75M +68.6K (+1.9%) | 44.00M -152.8K (-0.3%) | 13.63% +0.245 pp | 0.00% +0.000 pp | USD11.40 +2.9% | 6 qtrs — |
| 3 | TRIGRAN INVESTMENTS, INC. | 1.95M -281.2K (-12.6%) | 22.85M -3.9M (-14.5%) | 7.08% -1.024 pp | 4.50% -0.343 pp | USD14.08 -16.7% | 23 qtrs — |
| 4 | VANGUARD GROUP INC | 1.51M +9.9K (+0.7%) | 17.73M -274.9K (-1.5%) | 5.49% +0.034 pp | 0.00% +0.000 pp | USD11.37 +3.2% | 42 qtrs — |
| 5 | ACADIAN ASSET MANAGEMENT LLC | 1.05M -4.4K (-0.4%) | 12.25M -321.0K (-2.6%) | 3.80% -0.017 pp | 0.02% -0.002 pp | USD12.49 -6.1% | 28 qtrs — |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 813.1K -55.7K (-6.4%) | 9.54M -879.3K (-8.4%) | 2.95% -0.203 pp | 0.01% +0.001 pp | USD12.34 -4.9% | 42 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 591.3K -989.0 (-0.2%) | 6.94M -165.7K (-2.3%) | 2.15% -0.004 pp | 0.00% +0.000 pp | USD12.91 -9.1% | 41 qtrs — |
| 8 | JPMORGAN CHASE & CO | 576.0K +22.1K (+4.0%) | 6.76M +115.5K (+1.7%) | 2.09% +0.080 pp | 0.00% +0.000 pp | USD11.13 +5.4% | 34 qtrs — |
| 9 | MORGAN STANLEY | 525.9K +95.9K (+22.3%) | 6.17M +1.0M (+19.6%) | 1.91% +0.348 pp | 0.00% +0.000 pp | USD13.34 -12.1% | 42 qtrs — |
| 10 | STATE STREET CORP | 523.4K -3.6K (-0.7%) | 6.14M -179.1K (-2.8%) | 1.90% -0.014 pp | 0.00% +0.000 pp | USD13.86 -15.4% | 36 qtrs — |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 513.8K +— (+0.0%) | 6.03M -133.6K (-2.2%) | 1.87% -0.001 pp | 0.00% 0.000 pp | USD13.04 -10.0% | 6 qtrs — |
| 12 | AWM INVESTMENT COMPANY, INC. | 499.7K +— (+0.0%) | 5.86M -129.9K (-2.2%) | 1.82% -0.001 pp | 0.57% +0.004 pp | USD10.50 +11.7% | 36 qtrs — |
| 13 | DIMENSIONAL FUND ADVISORS LP | 334.9K +17.2K (+5.4%) | 3.93M +118.1K (+3.1%) | 1.22% +0.062 pp | 0.00% +0.000 pp | USD14.66 -20.0% | 21 qtrs — |
| 14 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 303.3K -3.2K (-1.1%) | 3.56M -117.5K (-3.2%) | 1.10% -0.012 pp | 0.01% -0.002 pp | USD12.60 -6.9% | 14 qtrs — |
| 15 | NUVEEN, LLC | 300.2K +— (+0.0%) | 3.52M -78.1K (-2.2%) | 1.09% 0.000 pp | 0.00% +0.000 pp | USD13.00 -9.8% | 4 qtrs — |
| 16 | GOLDMAN SACHS GROUP INC | 288.2K +35.6K (+14.1%) | 3.38M +352.1K (+11.6%) | 1.05% +0.129 pp | 0.00% +0.000 pp | USD11.58 +1.3% | 42 qtrs — |
| 17 | HERALD INVESTMENT MANAGEMENT LTD | 260.0K +— (+0.0%) | 3.04M -72.8K (-2.3%) | 0.94% 0.000 pp | 0.40% -0.018 pp | USD11.99 -2.2% | 2 qtrs — |
| 18 | QUBE RESEARCH & TECHNOLOGIES LTD | 259.2K -45.1K (-14.8%) | 3.04M -608.4K (-16.7%) | 0.94% -0.164 pp | 0.00% -0.001 pp | USD12.68 -7.5% | 11 qtrs — |
| 19 | MARSHALL WACE, LLP | 248.5K -13.9K (-5.3%) | 2.91M -231.3K (-7.4%) | 0.90% -0.051 pp | 0.00% -0.001 pp | USD12.83 -8.6% | 6 qtrs — |
| 20 | GLOBEFLEX CAPITAL L P | 220.4K +— (+0.0%) | 2.58M -57.3K (-2.2%) | 0.80% 0.000 pp | 0.40% -0.011 pp | USD12.62 -7.1% | 7 qtrs — |
| 21 | RUSSELL INVESTMENTS GROUP, LTD. | 210.3K -22.0K (-9.5%) | 2.46M -329.9K (-11.8%) | 0.76% -0.080 pp | 0.00% -0.001 pp | USD12.06 -2.7% | 37 qtrs — |
| 22 | SEGALL BRYANT & HAMILL, LLC | 198.2K -75.0 (0.0%) | 2.32M -52.4K (-2.2%) | 0.72% -0.001 pp | 0.03% 0.000 pp | USD12.36 -5.1% | 3 qtrs — |
| 23 | NORTHERN TRUST CORP | 194.0K -9.8K (-4.8%) | 2.28M -167.4K (-6.9%) | 0.70% -0.036 pp | 0.00% +0.000 pp | USD10.15 +15.6% | 40 qtrs — |
| 24 | PERKINS CAPITAL MANAGEMENT INC | 182.3K -5.2K (-2.8%) | 2.14M -110.0K (-4.9%) | 0.66% -0.019 pp | 1.70% -0.284 pp | USD14.58 -19.5% | 22 qtrs — |
| 25 | MACKENZIE FINANCIAL CORP | 169.9K +28.4K (+20.1%) | 1.97M +272.0K (+16.0%) | 0.62% +0.103 pp | 0.00% +0.000 pp | USD12.38 -5.3% | 7 qtrs — |
| 26 | TWO SIGMA INVESTMENTS, LP | 162.8K -25.8K (-13.7%) | 1.91M -352.1K (-15.6%) | 0.59% -0.094 pp | 0.00% -0.001 pp | USD12.34 -4.9% | 28 qtrs — |
| 27 | ASSENAGON ASSET MANAGEMENT S.A. | 156.1K -108.3K (-41.0%) | 1.83M -1.3M (-42.2%) | 0.57% -0.394 pp | 0.00% -0.002 pp | USD13.01 -9.8% | 23 qtrs — |
| 28 | JACOBS LEVY EQUITY MANAGEMENT, INC | 151.2K +151.2K (+100.0%) | 1.77M +1.8M (+100.0%) | 0.55% +0.549 pp | 0.01% +0.007 pp | USD11.73 +0.0% | 40 qtrs — |
| 29 | TREXQUANT INVESTMENT LP | 146.5K -20.8K (-12.4%) | 1.72M -287.0K (-14.3%) | 0.53% -0.076 pp | 0.02% -0.005 pp | USD12.86 -8.8% | 6 qtrs — |
| 30 | BARCLAYS PLC | 140.6K +41.7K (+42.1%) | 1.65M +522.6K (+46.4%) | 0.51% +0.151 pp | 0.00% +0.000 pp | USD12.42 -5.6% | 40 qtrs — |
| 31 | GSA CAPITAL PARTNERS LLP | 111.5K +1.1K (+1.0%) | 1.31M -16.0K (-1.2%) | 0.41% +0.004 pp | 0.11% +0.002 pp | USD12.60 -6.9% | 17 qtrs — |
| 32 | TWO SIGMA ADVISERS, LP | 107.3K -9.0K (-7.7%) | 1.26M -135.8K (-9.7%) | 0.39% -0.033 pp | 0.00% 0.000 pp | USD13.10 -10.5% | 28 qtrs — |
| 33 | BANK OF NEW YORK MELLON CORP | 103.2K +13.0K (+14.4%) | 1.21M +128.5K (+11.9%) | 0.37% +0.047 pp | 0.00% +0.000 pp | USD12.40 -5.4% | 37 qtrs — |
| 34 | LOS ANGELES CAPITAL MANAGEMENT LLC | 108.0K +30.6K (+39.4%) | 1.19M +263.7K (+28.4%) | 0.39% +0.111 pp | 0.00% +0.001 pp | USD12.36 -5.1% | 4 qtrs — |
| 35 | BNP PARIBAS ARBITRAGE, SNC | 96.7K -41.9K (-30.2%) | 1.13M -527.8K (-31.7%) | 0.35% -0.152 pp | 0.00% 0.000 pp | USD12.66 -7.3% | 35 qtrs — |
| 36 | HSBC HOLDINGS PLC | 96.8K +50.1K (+107.3%) | 1.13M +573.7K (+102.8%) | 0.35% +0.182 pp | 0.00% +0.000 pp | USD11.67 +0.5% | 10 qtrs — |
| 37 | AMERIPRISE FINANCIAL INC | 93.1K -521.0 (-0.6%) | 1.09M -30.5K (-2.7%) | 0.34% -0.002 pp | 0.00% +0.000 pp | USD11.89 -1.3% | 10 qtrs — |
| 38 | D. E. SHAW & CO., INC. | 82.9K -38.5K (-31.7%) | 972.8K -483.4K (-33.2%) | 0.30% -0.140 pp | 0.00% 0.000 pp | USD12.44 -5.7% | 19 qtrs — |
| 39 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 73.6K -274.0 (-0.4%) | 863.7K -22.4K (-2.5%) | 0.27% -0.001 pp | 0.00% +0.000 pp | USD14.26 -17.7% | 35 qtrs — |
| 40 | AQR CAPITAL MANAGEMENT LLC | 70.2K +20.5K (+41.4%) | 822.9K +228.0K (+38.3%) | 0.25% +0.075 pp | 0.00% +0.000 pp | USD12.37 -5.2% | 4 qtrs — |
| 41 | CAMPBELL & CO INVESTMENT ADVISER LLC | 62.7K +9.8K (+18.6%) | 735.0K +101.4K (+16.0%) | 0.23% +0.036 pp | 0.04% -0.013 pp | USD12.33 -4.9% | 16 qtrs — |
| 42 | CREATIVE PLANNING | 60.9K +44.5K (+272.0%) | 714.5K +518.2K (+263.9%) | 0.22% +0.162 pp | 0.00% +0.000 pp | USD11.80 -0.6% | 2 qtrs — |
| 43 | SEI INVESTMENTS CO | 59.6K +— (+0.0%) | 698.6K -15.5K (-2.2%) | 0.22% 0.000 pp | 0.00% 0.000 pp | USD12.83 -8.6% | 6 qtrs — |
| 44 | POINT72 ASSET MANAGEMENT, L.P. | 59.3K +59.3K (+100.0%) | 695.2K +695.2K (+100.0%) | 0.22% +0.215 pp | 0.00% +0.001 pp | USD11.73 +0.0% | 1 qtrs NEW |
| 45 | PERRITT CAPITAL MANAGEMENT INC | 58.0K +18.0K (+45.0%) | 680.3K +200.7K (+41.9%) | 0.21% +0.065 pp | 1.14% +0.910 pp | USD10.60 +10.7% | 36 qtrs — |
| 46 | SENTINUS, LLC | 58.0K +58.0K (+100.0%) | 680.3K +680.3K (+100.0%) | 0.21% +0.211 pp | 0.07% +0.065 pp | USD11.73 +0.0% | 1 qtrs NEW |
| 47 | UBS GROUP AG | 54.9K -7.3K (-11.8%) | 643.7K -102.1K (-13.7%) | 0.20% -0.027 pp | 0.00% +0.000 pp | USD13.03 -10.0% | 41 qtrs — |
| 48 | SQUAREPOINT OPS LLC | 52.3K +52.3K (+100.0%) | 613.6K +613.6K (+100.0%) | 0.19% +0.190 pp | 0.00% +0.001 pp | USD11.73 +0.0% | 5 qtrs — |
| 49 | VOYA INVESTMENT MANAGEMENT LLC | 49.3K +875.0 (+1.8%) | 577.8K -2.3K (-0.4%) | 0.18% +0.003 pp | 0.00% +0.000 pp | USD12.51 -6.2% | 15 qtrs — |
| 50 | BANK OF AMERICA CORP /DE/ | 48.8K +14.7K (+43.0%) | 573.0K +163.5K (+39.9%) | 0.18% +0.053 pp | 0.00% +0.000 pp | USD11.38 +3.1% | 42 qtrs — |
| 51 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 47.1K +47.1K (+100.0%) | 552.5K +552.5K (+100.0%) | 0.17% +0.171 pp | 0.01% +0.012 pp | USD11.73 +0.0% | 1 qtrs NEW |
| 52 | INVESCO LTD. | 42.9K +2.1K (+5.2%) | 503.2K +14.2K (+2.9%) | 0.16% +0.008 pp | 0.00% +0.000 pp | USD12.52 -6.3% | 4 qtrs — |
| 53 | VICTORY CAPITAL MANAGEMENT INC | 42.7K +42.7K (+100.0%) | 501.1K +501.1K (+100.0%) | 0.16% +0.155 pp | 0.00% +0.000 pp | USD11.73 +0.0% | 1 qtrs NEW |
| 54 | STRS OHIO | 42.0K +— (+0.0%) | 492.7K -10.9K (-2.2%) | 0.15% +0.000 pp | 0.00% +0.000 pp | USD13.60 -13.8% | 5 qtrs — |
| 55 | MILLENNIUM MANAGEMENT LLC | 38.9K -176.0K (-81.9%) | 456.1K -2.1M (-82.3%) | 0.14% -0.640 pp | 0.00% -0.001 pp | USD12.12 -3.2% | 22 qtrs — |
| 56 | AMERICAN CENTURY COMPANIES INC | 38.8K +5.0K (+14.9%) | 454.9K +50.3K (+12.4%) | 0.14% +0.018 pp | 0.00% +0.000 pp | USD12.46 -5.9% | 3 qtrs — |
| 57 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | 37.3K +16.0K (+75.5%) | 437.5K +182.6K (+71.7%) | 0.14% +0.058 pp | 0.09% +0.022 pp | USD13.06 -10.2% | 5 qtrs — |
| 58 | ENGINEERS GATE MANAGER LP | 36.3K -5.6K (-13.4%) | 425.9K -77.0K (-15.3%) | 0.13% -0.021 pp | 0.01% -0.001 pp | USD12.32 -4.8% | 31 qtrs — |
| 59 | GRAHAM CAPITAL MANAGEMENT, L.P. | 35.6K +6.8K (+23.8%) | 417.4K +72.8K (+21.1%) | 0.13% +0.025 pp | 0.01% +0.005 pp | USD12.24 -4.2% | 3 qtrs — |
| 60 | MARTINGALE ASSET MANAGEMENT L P | 33.2K -4.7K (-12.4%) | 389.6K -64.9K (-14.3%) | 0.12% -0.017 pp | 0.01% -0.002 pp | USD12.77 -8.1% | 18 qtrs — |
| 61 | AMUNDI | 30.9K +30.9K (+100.0%) | 362.7K +362.7K (+100.0%) | 0.11% +0.112 pp | 0.00% +0.000 pp | USD11.73 +0.0% | 4 qtrs — |
| 62 | RHUMBLINE ADVISERS | 30.6K -5.5K (-15.2%) | 358.5K -73.7K (-17.0%) | 0.11% -0.020 pp | 0.00% 0.000 pp | USD11.91 -1.5% | 35 qtrs — |
| 63 | WELLS FARGO & COMPANY/MN | 28.8K +12.2K (+73.4%) | 337.3K +138.4K (+69.6%) | 0.10% +0.044 pp | 0.00% +0.000 pp | USD12.00 -2.3% | 39 qtrs — |
| 64 | BARD ASSOCIATES INC | 25.7K -93.0 (-0.4%) | 301.7K -7.8K (-2.5%) | 0.09% 0.000 pp | 0.08% -0.005 pp | USD12.08 -2.9% | 6 qtrs — |
| 65 | BAILARD, INC. | 23.0K +2.2K (+10.6%) | 269.8K +20.4K (+8.2%) | 0.08% +0.008 pp | 0.01% +0.001 pp | USD11.97 -2.0% | 7 qtrs — |
| 66 | QUEST PARTNERS LLC | 22.9K +11.8K (+107.1%) | 268.2K +135.8K (+102.6%) | 0.08% +0.043 pp | 0.02% +0.006 pp | USD12.30 -4.6% | 3 qtrs — |
| 67 | WALLEYE CAPITAL LLC | 21.8K +2.5K (+12.8%) | 256.1K +24.1K (+10.4%) | 0.08% +0.009 pp | 0.00% 0.000 pp | USD11.96 -1.9% | 2 qtrs — |
| 68 | ALLIANCEBERNSTEIN L.P. | 21.4K -102.9K (-82.8%) | 250.9K -1.2M (-83.2%) | 0.08% -0.374 pp | 0.00% 0.000 pp | USD13.95 -15.9% | 28 qtrs — |
| 69 | DEUTSCHE BANK AG\ | 20.6K +2.2K (+11.9%) | 241.6K +20.9K (+9.5%) | 0.07% +0.008 pp | 0.00% +0.000 pp | USD12.59 -6.8% | 42 qtrs — |
| 70 | QUANTINNO CAPITAL MANAGEMENT LP | 20.4K +727.0 (+3.7%) | 238.8K +3.4K (+1.5%) | 0.07% +0.003 pp | 0.00% 0.000 pp | USD12.65 -7.3% | 4 qtrs — |
| 71 | CITADEL ADVISORS LLC | 20.3K +20.3K (+100.0%) | 238.1K +238.1K (+100.0%) | 0.07% +0.074 pp | 0.00% +0.000 pp | USD11.73 +0.0% | 1 qtrs NEW |
| 72 | BOSTON PARTNERS | 20.2K -10.2K (-33.4%) | 237.0K -127.0K (-34.9%) | 0.07% -0.037 pp | 0.00% 0.000 pp | USD9.44 +24.3% | 39 qtrs — |
| 73 | NEWEDGE ADVISORS, LLC | 19.4K +1.6K (+9.2%) | 227.0K +14.5K (+6.8%) | 0.07% +0.006 pp | 0.00% 0.000 pp | USD11.97 -2.0% | 2 qtrs — |
| 74 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 19.3K +19.3K (+100.0%) | 226.6K +226.6K (+100.0%) | 0.07% +0.070 pp | 0.00% +0.003 pp | USD11.73 +0.0% | 1 qtrs NEW |
| 75 | PRELUDE CAPITAL MANAGEMENT, LLC | 18.7K +18.7K (+100.0%) | 219.6K +219.6K (+100.0%) | 0.07% +0.068 pp | 0.02% +0.016 pp | USD11.73 +0.0% | 1 qtrs NEW |
| 76 | ENTRYPOINT CAPITAL, LLC | 18.6K +3.2K (+20.9%) | 218.1K +33.7K (+18.3%) | 0.07% +0.012 pp | 0.09% +0.014 pp | USD11.95 -1.8% | 2 qtrs — |
| 77 | MAN GROUP PLC | 18.1K +880.0 (+5.1%) | 212.0K +5.9K (+2.8%) | 0.07% +0.003 pp | 0.00% +0.000 pp | USD12.98 -9.6% | 4 qtrs — |
| 78 | OCCUDO QUANTITATIVE STRATEGIES LP | 18.0K -2.6K (-12.6%) | 211.2K -35.8K (-14.5%) | 0.07% -0.010 pp | 0.01% -0.016 pp | USD12.90 -9.1% | 9 qtrs — |
| 79 | XTX TOPCO LTD | 18.0K -4.1K (-18.6%) | 211.0K -54.1K (-20.4%) | 0.07% -0.015 pp | 0.01% -0.008 pp | USD12.61 -7.0% | 8 qtrs — |
| 80 | R SQUARED LTD | 17.9K -7.9K (-30.6%) | 210.4K -99.5K (-32.1%) | 0.07% -0.029 pp | 0.10% -0.035 pp | USD11.99 -2.2% | 2 qtrs — |
| 81 | HERON BAY CAPITAL MANAGEMENT | 17.8K +17.8K (+100.0%) | 208.8K +208.8K (+100.0%) | 0.06% +0.065 pp | 0.04% +0.040 pp | USD11.73 +0.0% | 1 qtrs NEW |
| 82 | CITIGROUP INC | 16.2K +15.1K (+1,340.3%) | 190.1K +176.6K (+1,309.0%) | 0.06% +0.055 pp | 0.00% +0.000 pp | USD11.71 +0.2% | 39 qtrs — |
| 83 | — | 15.0K -5.0K (-25.0%) | 176.0K -63.9K (-26.6%) | 0.05% -0.018 pp | 0.12% -0.026 pp | USD11.99 -2.2% | 2 qtrs — |
| 84 | MANGROVE PARTNERS | 14.7K +14.7K (+100.0%) | 172.5K +172.5K (+100.0%) | 0.05% +0.053 pp | 0.01% +0.014 pp | USD11.73 +0.0% | 1 qtrs NEW |
| 85 | PRICE T ROWE ASSOCIATES INC /MD/ | 13.6K +— (+0.0%) | 160.0K -3.0K (-1.8%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD12.95 -9.4% | 4 qtrs — |
| 86 | METLIFE INVESTMENT MANAGEMENT, LLC | 13.4K -251.0 (-1.8%) | 157.8K -6.5K (-4.0%) | 0.05% -0.001 pp | 0.00% +0.000 pp | USD12.02 -2.4% | 30 qtrs — |
| 87 | PHARVISION ADVISERS, LLC | 12.8K -23.4K (-64.7%) | 150.2K -284.4K (-65.4%) | 0.05% -0.085 pp | 0.08% -0.169 pp | USD11.99 -2.2% | 2 qtrs — |
| 88 | FRANKLIN RESOURCES INC | 12.5K -16.1K (-56.3%) | 146.5K -196.1K (-57.2%) | 0.05% -0.059 pp | 0.00% +0.000 pp | USD11.66 +0.6% | 6 qtrs — |
| 89 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11.8K +257.0 (+2.2%) | 138.6K +10.0 (+0.0%) | 0.04% +0.001 pp | 0.00% +0.000 pp | USD9.63 +21.8% | 7 qtrs — |
| 90 | PDT PARTNERS, LLC | 11.6K +— (+0.0%) | 136.3K -3.0K (-2.2%) | 0.04% +0.000 pp | 0.01% +0.000 pp | USD12.42 -5.6% | 9 qtrs — |
| 91 | ALGERT GLOBAL LLC | 11.5K -2.7K (-19.3%) | 135.0K -36.0K (-21.1%) | 0.04% -0.010 pp | 0.00% -0.001 pp | USD11.99 -2.2% | 6 qtrs — |
| 92 | STATE OF WYOMING | 11.4K -8.8K (-43.4%) | 134.2K -108.1K (-44.6%) | 0.04% -0.032 pp | 0.01% -0.013 pp | USD12.70 -7.6% | 4 qtrs — |
| 93 | CANADA PENSION PLAN INVESTMENT BOARD | 10.6K +10.6K (+100.0%) | 124.3K +124.3K (+100.0%) | 0.04% +0.039 pp | 0.00% +0.000 pp | USD11.73 +0.0% | 1 qtrs NEW |
| 94 | VIRTUS ETF ADVISERS LLC | 9.0K +— (+0.0%) | 105.0K -2.3K (-2.2%) | 0.03% +0.000 pp | 0.05% -0.010 pp | USD13.09 -10.4% | 4 qtrs — |
| 95 | NEW YORK STATE COMMON RETIREMENT FUND | 7.2K +— (+0.0%) | 84.5K -1.9K (-2.2%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD8.22 +42.7% | 35 qtrs — |
| 96 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 6.8K +— (+0.0%) | 79.4K -1.8K (-2.2%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD14.06 -16.6% | 5 qtrs — |
| 97 | LEGAL & GENERAL GROUP PLC | 6.1K -88.0 (-1.4%) | 72.0K -2.7K (-3.6%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD12.64 -7.2% | 35 qtrs — |
| 98 | KEMNAY ADVISORY SERVICES INC. | 5.0K +5.0K (+100.0%) | 59.2K +59.2K (+100.0%) | 0.02% +0.018 pp | 0.01% +0.009 pp | USD11.73 +0.0% | 1 qtrs NEW |
| 99 | ADVISOR GROUP HOLDINGS, INC. | 4.5K +19.0 (+0.4%) | 53.2K -1.8K (-3.3%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD13.34 -12.1% | 18 qtrs — |
| 100 | ROYAL BANK OF CANADA | 4.5K +867.0 (+24.1%) | 53.0K +10.0K (+23.3%) | 0.02% +0.003 pp | 0.00% +0.000 pp | USD14.04 -16.5% | 27 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Inspire Fidelis Multi Factor ETF FDLS | 1.15% | 2.66M | 0.66% |
| 2 | Even Herd Long Short ETF EHLS | 0.36% | 217.0K | 2.62% |
| 3 | State Street SPDR US Small Cap Low Volatility Index ETF SMLV | 0.17% | 427.3K | 0.12% |
| 4 | iShares Micro-Cap ETF IWC | 0.12% | 1.74M | 0.60% |
| 5 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.08% | 851.4K | 0.20% |
| 6 | Franklin U.S. Small Cap Multifactor Index ETF FLQS | 0.08% | 41.1K | 0.35% |
| 7 | WisdomTree U.S. SmallCap Fund EES | 0.06% | 439.5K | 0.38% |
| 8 | Avantis U.S. Small Cap Equity ETF AVSC | 0.04% | 1.06M | 0.25% |
| 9 | Applied Finance IVS US SMID ETF IVSS | 0.03% | 4.4K | 0.59% |
| 10 | iShares Russell 2000 Growth ETF IWO | 0.03% | 4.89M | 0.24% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-24 | STANG ERIC B | Director / Officer | S-Sale | D | Common Stock | 7,417 | 14.00 | 103.8K | 1,229,580 | I | ↗ |
| 2026-03-15 | Yeh Jenny C | Director / Officer | A-Award | A | Common Stock | 1,964 | 10.82 | 21.3K | 286,431 | D | ↗ |
| 2026-03-15 | Sabharwal Namrata | Officer | A-Award | A | Common Stock | 1,964 | 10.82 | 21.3K | 91,905 | D | ↗ |
| 2026-03-15 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 8,236 | 13.68 | 112.7K | 882,436 | D | ↗ |
| 2026-03-15 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 2,382 | 13.68 | 32.6K | 223,921 | D | ↗ |
| 2026-03-12 | Yeh Jenny C | Director / Officer | A-Award | A | Common Stock | 50,000 | 0.00 | — | 286,042 | D | ↗ |
| 2026-03-10 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 1,817 | 14.24 | 25.9K | 236,042 | D | ↗ |
| 2026-03-10 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 499 | 14.24 | 7.1K | 90,319 | D | ↗ |
| 2026-03-10 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 9,287 | 14.24 | 132.2K | 890,672 | D | ↗ |
| 2026-03-10 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 2,345 | 14.24 | 33.4K | 226,303 | D | ↗ |
| 2026-03-08 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 1,208 | 14.40 | 17.4K | 237,859 | D | ↗ |
| 2026-03-08 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 196 | 14.40 | 2.8K | 90,818 | D | ↗ |
| 2026-03-08 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 8,191 | 14.40 | 118.0K | 899,959 | D | ↗ |
| 2026-03-08 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 2,480 | 14.40 | 35.7K | 228,648 | D | ↗ |
| 2026-03-06 | STANG ERIC B | Director / Officer | S-Sale | D | Common Stock | 25,888 | 14.26 | 369.2K | 908,150 | D | ↗ |
| 2026-03-06 | Hamamatsu Shigeyuki | Officer | S-Sale | D | Common Stock | 10,790 | 14.22 | 153.4K | 231,128 | D | ↗ |
| 2026-03-01 | Yeh Jenny C | Director / Officer | A-Award | A | Common Stock | 69,000 | 0.00 | — | 239,067 | D | ↗ |
| 2026-03-01 | Sabharwal Namrata | Officer | A-Award | A | Common Stock | 28,000 | 0.00 | — | 91,014 | D | ↗ |
| 2026-03-01 | STANG ERIC B | Director / Officer | A-Award | A | Common Stock | 300,000 | 0.00 | — | 934,038 | D | ↗ |
| 2026-03-01 | Hamamatsu Shigeyuki | Officer | A-Award | A | Common Stock | 70,000 | 0.00 | — | 241,918 | D | ↗ |
| 2025-12-15 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 1,678 | 11.50 | 19.3K | 171,012 | D | ↗ |
| 2025-12-15 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 366 | 11.50 | 4.2K | 63,206 | D | ↗ |
| 2025-12-15 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 8,118 | 11.50 | 93.4K | 640,268 | D | ↗ |
| 2025-12-15 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 3,231 | 11.50 | 37.2K | 173,118 | D | ↗ |
| 2025-12-10 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 1,776 | 11.39 | 20.2K | 172,690 | D | ↗ |
| 2025-12-10 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 556 | 11.39 | 6.3K | 63,572 | D | ↗ |
| 2025-12-10 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 9,147 | 11.39 | 104.2K | 648,386 | D | ↗ |
| 2025-12-10 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 3,239 | 11.39 | 36.9K | 176,349 | D | ↗ |
| 2025-12-08 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 1,188 | 12.45 | 14.8K | 174,466 | D | ↗ |
| 2025-12-08 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 274 | 12.45 | 3.4K | 64,128 | D | ↗ |
| 2025-12-08 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 8,157 | 12.45 | 101.6K | 657,533 | D | ↗ |
| 2025-12-08 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 3,300 | 12.45 | 41.1K | 179,588 | D | ↗ |
| 2025-12-01 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 932 | 10.98 | 10.2K | 175,654 | D | ↗ |
| 2025-12-01 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 153 | 10.98 | 1.7K | 64,402 | D | ↗ |
| 2025-12-01 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 5,680 | 10.98 | 62.4K | 665,690 | D | ↗ |
| 2025-12-01 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 1,678 | 10.98 | 18.4K | 182,888 | D | ↗ |
| 2025-09-15 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 1,565 | 12.73 | 19.9K | 176,586 | D | ↗ |
| 2025-09-15 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 376 | 12.73 | 4.8K | 64,555 | D | ↗ |
| 2025-09-15 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 8,166 | 12.73 | 104.0K | 671,370 | D | ↗ |
| 2025-09-15 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 5,051 | 12.73 | 64.3K | 184,566 | D | ↗ |
| 2025-09-10 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 1,802 | 12.51 | 22.5K | 178,151 | D | ↗ |
| 2025-09-10 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 476 | 12.51 | 6.0K | 64,931 | D | ↗ |
| 2025-09-10 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 9,193 | 12.51 | 115.0K | 679,536 | D | ↗ |
| 2025-09-10 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 2,355 | 12.51 | 29.5K | 189,617 | D | ↗ |
| 2025-09-04 | STANG ERIC B | Director / Officer | S-Sale | D | Common Stock | 19,265 | 12.85 | 247.5K | 688,729 | D | ↗ |
| 2025-09-04 | Hamamatsu Shigeyuki | Officer | S-Sale | D | Common Stock | 7,335 | 12.89 | 94.5K | 191,972 | D | ↗ |
| 2025-09-01 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 961 | 12.92 | 12.4K | 179,953 | D | ↗ |
| 2025-09-01 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 167 | 12.92 | 2.2K | 65,407 | D | ↗ |
| 2025-09-01 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 5,759 | 12.92 | 74.4K | 707,994 | D | ↗ |
| 2025-09-01 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 1,198 | 12.92 | 15.5K | 199,307 | D | ↗ |
| 2025-06-23 | Galligan Andrew H | Director | S-Sale | D | Common Stock | 12,407 | 12.43 | 154.3K | 241,081 | D | ↗ |
| 2025-06-15 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 1,556 | 12.21 | 19.0K | 180,914 | D | ↗ |
| 2025-06-15 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 361 | 12.21 | 4.4K | 65,574 | D | ↗ |
| 2025-06-15 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 8,146 | 12.21 | 99.5K | 713,753 | D | ↗ |
| 2025-06-15 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 5,049 | 12.21 | 61.6K | 200,505 | D | ↗ |
| 2025-06-12 | Sabharwal Namrata | Officer | S-Sale | D | Common Stock | 2,005 | 12.53 | 25.1K | 73,421 | D | ↗ |
| 2025-06-10 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 1,811 | 12.93 | 23.4K | 182,470 | D | ↗ |
| 2025-06-10 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 469 | 12.93 | 6.1K | 75,426 | D | ↗ |
| 2025-06-10 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 9,207 | 12.93 | 119.0K | 721,899 | D | ↗ |
| 2025-06-10 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 2,355 | 12.93 | 30.5K | 205,554 | D | ↗ |
| 2025-06-09 | Hamamatsu Shigeyuki | Officer | S-Sale | D | Common Stock | 10,704 | 13.31 | 142.5K | 207,909 | D | ↗ |
| 2025-06-08 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 1,202 | 13.24 | 15.9K | 184,281 | D | ↗ |
| 2025-06-08 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 184 | 13.24 | 2.4K | 75,895 | D | ↗ |
| 2025-06-08 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 8,185 | 13.24 | 108.4K | 731,106 | D | ↗ |
| 2025-06-08 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 2,492 | 13.24 | 33.0K | 218,613 | D | ↗ |
| 2025-06-05 | Pearce William D | Director | A-Award | A | Common Stock | 11,556 | 0.00 | — | 174,909 | D | ↗ |
| 2025-06-05 | Mann Russell | Director | A-Award | A | Common Stock | 11,556 | 0.00 | — | 126,372 | D | ↗ |
| 2025-06-05 | Hand Judi | Director | A-Award | A | Common Stock | 11,556 | 0.00 | — | 72,328 | D | ↗ |
| 2025-06-05 | Galligan Andrew H | Director | A-Award | A | Common Stock | 11,556 | 0.00 | — | 253,488 | D | ↗ |
| 2025-06-05 | GOETTNER PETER J | Director | A-Award | A | Common Stock | 11,556 | 0.00 | — | 164,267 | D | ↗ |
| 2025-06-05 | Butenhoff Susan | Director | A-Award | A | Common Stock | 11,556 | 0.00 | — | 108,740 | D | ↗ |
| 2025-06-04 | Sabharwal Namrata | Officer | S-Sale | D | Common Stock | 1,962 | 13.29 | 26.1K | 78,969 | D | ↗ |
| 2025-06-03 | Sabharwal Namrata | Officer | S-Sale | D | Common Stock | 3,428 | 13.46 | 46.1K | 80,931 | D | ↗ |
| 2025-06-01 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 959 | 13.65 | 13.1K | 185,483 | D | ↗ |
| 2025-06-01 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 165 | 13.65 | 2.3K | 84,359 | D | ↗ |
| 2025-06-01 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 5,782 | 13.65 | 78.9K | 739,291 | D | ↗ |
| 2025-06-01 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 1,549 | 13.65 | 21.1K | 221,105 | D | ↗ |
| 2025-03-15 | Yeh Jenny C | Director / Officer | A-Award | A | Common Stock | 2,890 | 7.35 | 21.2K | 186,442 | D | ↗ |
| 2025-03-15 | Sabharwal Namrata | Officer | A-Award | A | Common Stock | 2,890 | 7.35 | 21.2K | 84,524 | D | ↗ |
| 2025-03-15 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 8,145 | 13.61 | 110.9K | 745,073 | D | ↗ |
| 2025-03-15 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 4,985 | 13.61 | 67.8K | 222,654 | D | ↗ |
| 2025-03-13 | Sabharwal Namrata | Officer | A-Award | A | Common Stock | 5,000 | 9.18 | 45.9K | 82,005 | D | ↗ |
| 2025-03-10 | Yeh Jenny C | Director / Officer | A-Award | A | Common Stock | 60,000 | 0.00 | — | 185,104 | D | ↗ |
| 2025-03-10 | Sabharwal Namrata | Officer | A-Award | A | Common Stock | 24,000 | 0.00 | — | 77,005 | D | ↗ |
| 2025-03-10 | STANG ERIC B | Director / Officer | A-Award | A | Common Stock | 280,000 | 0.00 | — | 753,218 | D | ↗ |
| 2025-03-10 | Hamamatsu Shigeyuki | Officer | A-Award | A | Common Stock | 70,000 | 0.00 | — | 227,639 | D | ↗ |
| 2025-03-08 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 1,191 | 14.05 | 16.7K | 125,104 | D | ↗ |
| 2025-03-08 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 190 | 14.05 | 2.7K | 53,005 | D | ↗ |
| 2025-03-08 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 8,208 | 14.05 | 115.3K | 473,218 | D | ↗ |
| 2025-03-08 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 2,454 | 14.05 | 34.5K | 157,639 | D | ↗ |
| 2025-03-01 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 1,507 | 14.38 | 21.7K | 126,295 | D | ↗ |
| 2025-03-01 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 365 | 14.38 | 5.2K | 53,195 | D | ↗ |
| 2025-03-01 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 11,523 | 14.38 | 165.7K | 481,426 | D | ↗ |
| 2025-03-01 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 816 | 14.38 | 11.7K | 160,093 | D | ↗ |
| 2025-02-19 | GOETTNER PETER J | Director | M-Exempt | D | Stock Option (right to buy) | 10,000 | 9.18 | 91.8K | 0 | D | ↗ |
| 2024-12-20 | STANG ERIC B | Director / Officer | M-Exempt | A | Common Stock | 41,029 | 6.04 | 247.8K | 426,250 | D | ↗ |
| 2024-12-17 | Galligan Andrew H | Director | M-Exempt | D | Stock Option (right to buy) | 35,000 | 6.04 | 211.4K | 0 | D | ↗ |
| 2024-12-15 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 1,602 | 14.63 | 23.4K | 127,802 | D | ↗ |
| 2024-12-15 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 396 | 14.63 | 5.8K | 53,560 | D | ↗ |
| 2024-12-15 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 8,221 | 14.63 | 120.3K | 426,250 | D | ↗ |
| 2024-12-15 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 4,392 | 14.63 | 64.3K | 160,909 | D | ↗ |
| 2024-12-10 | STANG ERIC B | Director / Officer | S-Sale | D | Common Stock | 9,193 | 15.00 | 137.9K | 1,265,990 | I | ↗ |
| 2024-12-10 | Pearce William D | Director | S-Sale | D | Common Stock | 3,700 | 15.54 | 57.5K | 163,353 | D | ↗ |
| 2024-12-10 | Hamamatsu Shigeyuki | Officer | S-Sale | D | Common Stock | 35,313 | 15.51 | 547.7K | 165,301 | D | ↗ |
| 2024-12-09 | STANG ERIC B | Director / Officer | S-Sale | D | Common Stock | 39,458 | 15.24 | 601.2K | 1,275,183 | I | ↗ |
| 2024-12-09 | Butenhoff Susan | Director | S-Sale | D | Common Stock | 10,912 | 15.25 | 166.4K | 97,184 | D | ↗ |
| 2024-12-08 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 1,229 | 14.91 | 18.3K | 129,404 | D | ↗ |
| 2024-12-08 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 203 | 14.91 | 3.0K | 53,956 | D | ↗ |
| 2024-12-08 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 8,229 | 14.91 | 122.7K | 441,875 | D | ↗ |
| 2024-12-08 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 2,169 | 14.91 | 32.3K | 200,614 | D | ↗ |
| 2024-12-08 | Gustke James A. | Officer | F-InKind | D | Common Stock | 759 | 14.91 | 11.3K | 26,916 | D | ↗ |
| 2024-12-06 | STANG ERIC B | Director / Officer | S-Sale | D | Common Stock | 61,580 | 15.10 | 929.8K | 1,245,665 | I | ↗ |
| 2024-12-05 | Yeh Jenny C | Director / Officer | S-Sale | D | Common Stock | 14,429 | 17.00 | 245.3K | 130,633 | D | ↗ |
| 2024-12-05 | Gustke James A. | Officer | S-Sale | D | Common Stock | 3,582 | 17.00 | 60.9K | 27,675 | D | ↗ |
| 2024-12-01 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 1,559 | 14.80 | 23.1K | 145,062 | D | ↗ |
| 2024-12-01 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 358 | 14.80 | 5.3K | 54,159 | D | ↗ |
| 2024-12-01 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 11,630 | 14.80 | 172.1K | 457,500 | D | ↗ |
| 2024-12-01 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 851 | 14.80 | 12.6K | 202,783 | D | ↗ |
| 2024-12-01 | Gustke James A. | Officer | F-InKind | D | Common Stock | 1,249 | 14.80 | 18.5K | 31,257 | D | ↗ |
| 2024-09-15 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 1,550 | 11.78 | 18.3K | 146,621 | — | ↗ |
| 2024-09-15 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 370 | 11.78 | 4.4K | 54,517 | — | ↗ |
| 2024-09-15 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 8,126 | 11.78 | 95.7K | 480,000 | — | ↗ |
| 2024-09-15 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 4,212 | 11.78 | 49.6K | 203,634 | — | ↗ |
| 2024-09-15 | Gustke James A. | Officer | F-InKind | D | Common Stock | 701 | 11.78 | 8.3K | 32,506 | — | ↗ |
| 2024-09-08 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 1,494 | 10.36 | 15.5K | 148,171 | — | ↗ |
| 2024-09-08 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 339 | 10.36 | 3.5K | 54,887 | — | ↗ |
| 2024-09-08 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 8,062 | 10.36 | 83.5K | 495,625 | — | ↗ |
| 2024-09-08 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 2,203 | 10.36 | 22.8K | 207,846 | — | ↗ |
| 2024-09-08 | Gustke James A. | Officer | F-InKind | D | Common Stock | 667 | 10.36 | 6.9K | 33,207 | — | ↗ |
| 2024-09-01 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 1,440 | 10.40 | 15.0K | 149,665 | — | ↗ |
| 2024-09-01 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 300 | 10.40 | 3.1K | 55,226 | — | ↗ |
| 2024-09-01 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 11,306 | 10.40 | 117.6K | 511,250 | — | ↗ |
| 2024-09-01 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 756 | 10.40 | 7.9K | 210,049 | — | ↗ |
| 2024-09-01 | Gustke James A. | Officer | F-InKind | D | Common Stock | 1,113 | 10.40 | 11.6K | 33,874 | — | ↗ |
| 2024-08-23 | STANG ERIC B | Director / Officer | M-Exempt | D | Employee Stock Option (right to buy) | 148,971 | 6.04 | 899.8K | 41,029 | — | ↗ |
| 2024-06-20 | Gustke James A. | Officer | M-Exempt | A | Common Stock | 10,013 | 6.04 | 60.5K | 193,611 | — | ↗ |
| 2024-06-15 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 1,450 | 8.60 | 12.5K | 151,105 | — | ↗ |
| 2024-06-15 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 322 | 8.60 | 2.8K | 55,526 | — | ↗ |
| 2024-06-15 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 7,950 | 8.60 | 68.4K | 533,750 | — | ↗ |
| 2024-06-15 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 3,902 | 8.60 | 33.6K | 210,805 | — | ↗ |
| 2024-06-15 | Gustke James A. | Officer | F-InKind | D | Common Stock | 598 | 8.60 | 5.1K | 183,598 | — | ↗ |
| 2024-06-08 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 1,109 | 8.63 | 9.6K | 152,555 | — | ↗ |
| 2024-06-08 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 146 | 8.63 | 1.3K | 55,848 | — | ↗ |
| 2024-06-08 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 7,954 | 8.63 | 68.6K | 549,375 | — | ↗ |
| 2024-06-08 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 1,838 | 8.63 | 15.9K | 214,707 | — | ↗ |
| 2024-06-08 | Gustke James A. | Officer | F-InKind | D | Common Stock | 810 | 8.63 | 7.0K | 184,196 | — | ↗ |
| 2024-06-06 | Pearce William D | Director | A-Award | A | Common Stock | 19,762 | 0.00 | — | 167,130 | — | ↗ |
| 2024-06-06 | Mann Russell | Director | A-Award | A | Common Stock | 19,762 | 0.00 | — | 114,893 | — | ↗ |
| 2024-06-06 | Hand Judi | Director | A-Award | A | Common Stock | 19,762 | 0.00 | — | 60,849 | — | ↗ |
| 2024-06-06 | Galligan Andrew H | Director | A-Award | A | Common Stock | 19,762 | 0.00 | — | 221,833 | — | ↗ |
| 2024-06-06 | GOETTNER PETER J | Director | A-Award | A | Common Stock | 19,762 | 0.00 | — | 142,788 | — | ↗ |
| 2024-06-06 | Butenhoff Susan | Director | A-Award | A | Common Stock | 19,762 | 0.00 | — | 108,173 | — | ↗ |
| 2024-06-01 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 1,338 | 8.64 | 11.6K | 153,664 | — | ↗ |
| 2024-06-01 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 250 | 8.64 | 2.2K | 55,994 | — | ↗ |
| 2024-06-01 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 11,086 | 8.64 | 95.8K | 565,000 | — | ↗ |
| 2024-06-01 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 882 | 8.64 | 7.6K | 216,545 | — | ↗ |
| 2024-06-01 | Gustke James A. | Officer | F-InKind | D | Common Stock | 1,202 | 8.64 | 10.4K | 185,006 | — | ↗ |
| 2024-03-15 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 356 | 8.65 | 3.1K | 99,997 | — | ↗ |
| 2024-03-15 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 142 | 8.65 | 1.2K | 34,239 | — | ↗ |
| 2024-03-15 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 4,088 | 8.65 | 35.4K | 337,500 | — | ↗ |
| 2024-03-15 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 2,076 | 8.65 | 18.0K | 147,427 | — | ↗ |
| 2024-03-15 | Gustke James A. | Officer | A-Award | A | Common Stock | 1,862 | 7.35 | 13.7K | 154,208 | — | ↗ |
| 2024-03-08 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 1,102 | 9.34 | 10.3K | 100,353 | — | ↗ |
| 2024-03-08 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 201 | 9.34 | 1.9K | 34,381 | — | ↗ |
| 2024-03-08 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 8,003 | 9.34 | 74.7K | 346,250 | — | ↗ |
| 2024-03-08 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 2,438 | 9.34 | 22.8K | 149,503 | — | ↗ |
| 2024-03-08 | Gustke James A. | Officer | F-InKind | D | Common Stock | 621 | 9.34 | 5.8K | 152,492 | — | ↗ |
| 2024-03-01 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 1,395 | 10.04 | 14.0K | 101,455 | — | ↗ |
| 2024-03-01 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 366 | 10.04 | 3.7K | 34,582 | — | ↗ |
| 2024-03-01 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 11,175 | 10.04 | 112.2K | 361,875 | — | ↗ |
| 2024-03-01 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 726 | 10.04 | 7.3K | 151,941 | — | ↗ |
| 2024-03-01 | Gustke James A. | Officer | F-InKind | D | Common Stock | 1,252 | 10.04 | 12.6K | 153,113 | — | ↗ |
| 2023-12-29 | Sabharwal Namrata | Officer | S-Sale | D | Common Stock | 8,044 | 10.72 | 86.2K | 34,948 | — | ↗ |
| 2023-12-15 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 392 | 10.02 | 3.9K | 102,850 | — | ↗ |
| 2023-12-15 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 126 | 10.02 | 1.3K | 42,992 | — | ↗ |
| 2023-12-15 | STANG ERIC B | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 10.08 | 50.4K | 393,125 | — | ↗ |
| 2023-12-15 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 2,458 | 10.02 | 24.6K | 152,667 | — | ↗ |
| 2023-12-15 | Gustke James A. | Officer | F-InKind | D | Common Stock | 169 | 10.02 | 1.7K | 154,365 | — | ↗ |
| 2023-12-13 | STANG ERIC B | Director / Officer | P-Purchase | A | Common Stock | 10,000 | 9.85 | 98.5K | 388,125 | — | ↗ |
| 2023-12-08 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 1,327 | 10.31 | 13.7K | 103,242 | — | ↗ |
| 2023-12-08 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 172 | 10.31 | 1.8K | 43,118 | — | ↗ |
| 2023-12-08 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 7,930 | 10.31 | 81.8K | 378,125 | — | ↗ |
| 2023-12-08 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 2,464 | 10.31 | 25.4K | 155,125 | — | ↗ |
| 2023-12-08 | Gustke James A. | Officer | F-InKind | D | Common Stock | 673 | 10.31 | 6.9K | 154,534 | — | ↗ |
| 2023-12-01 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 1,748 | 11.86 | 20.7K | 104,569 | — | ↗ |
| 2023-12-01 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 324 | 11.86 | 3.8K | 43,290 | — | ↗ |
| 2023-12-01 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 11,270 | 11.86 | 133.7K | 393,750 | — | ↗ |
| 2023-12-01 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 1,065 | 11.86 | 12.6K | 157,589 | — | ↗ |
| 2023-12-01 | Gustke James A. | Officer | F-InKind | D | Common Stock | 1,485 | 11.86 | 17.6K | 155,207 | — | ↗ |
| 2023-09-15 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 514 | 13.23 | 6.8K | 106,317 | — | ↗ |
| 2023-09-15 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 148 | 13.23 | 2.0K | 43,614 | — | ↗ |
| 2023-09-15 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 4,331 | 13.23 | 57.3K | 416,250 | — | ↗ |
| 2023-09-15 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 2,487 | 13.23 | 32.9K | 158,654 | — | ↗ |
| 2023-09-15 | Gustke James A. | Officer | F-InKind | D | Common Stock | 204 | 13.23 | 2.7K | 156,692 | — | ↗ |
| 2023-09-08 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 1,201 | 13.64 | 16.4K | 106,831 | — | ↗ |
| 2023-09-08 | Sabharwal Namrata | Officer | F-InKind | D | Common Stock | 195 | 13.64 | 2.7K | 43,762 | — | ↗ |
| 2023-09-08 | STANG ERIC B | Director / Officer | F-InKind | D | Common Stock | 8,055 | 13.64 | 109.9K | 425,000 | — | ↗ |
| 2023-09-08 | Hamamatsu Shigeyuki | Officer | F-InKind | D | Common Stock | 2,296 | 13.64 | 31.3K | 161,141 | — | ↗ |
| 2023-09-08 | Gustke James A. | Officer | F-InKind | D | Common Stock | 741 | 13.64 | 10.1K | 156,896 | — | ↗ |
| 2023-09-01 | Yeh Jenny C | Director / Officer | F-InKind | D | Common Stock | 1,535 | 14.14 | 21.7K | 108,032 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2026 | Eric B. Stang President and Chief Executive Officer | 619.6K | 37.5K | 3.85M | — | 500.0K | 18.7K | 5.03M | 76.62% | ↗ |
| 2 | 2026 | Shig Hamamatsu Senior Vice President and Chief Financial Officer | 454.6K | 18.6K | 963.2K | — | 247.9K | 11.0K | 1.70M | 56.81% | ↗ |
| 3 | 2026 | Jenny C. Yeh Senior Vice President and Chief Legal Officer | 445.6K | 89.0K | 825.6K | — | 156.0K | 13.6K | 1.53M | 53.97% | ↗ |
| 4 | 2026 | Namrata Sabharwal Chief Accounting Officer | 328.4K | 71.1K | 330.2K | — | 72.0K | 11.5K | 813.3K | 40.60% | ↗ |
| 5 | 2025 | Eric B. Stang President and Chief Executive Officer | 593.8K | 25.3K | 2.16M | — | 784.8K | 18.7K | 3.58M | 60.32% | ↗ |
| 6 | 2025 | Shig Hamamatsu Senior Vice President and Chief Financial Officer | 443.8K | — | 605.5K | — | 390.0K | 11.0K | 1.45M | 41.75% | ↗ |
| 7 | 2025 | Jenny C. Yeh Senior Vice President and Chief Legal Officer | 442.5K | 6.0K | 458.5K | — | 269.0K | 13.6K | 1.19M | 38.54% | ↗ |
| 8 | 2025 | James A. Gustke Senior Vice President of Marketing | 351.3K | — | 276.8K | — | 168.8K | 11.9K | 808.8K | 34.23% | ↗ |
| 9 | 2025 | Namrata Sabharwal Chief Accounting Officer | 312.0K | — | 173.0K | — | 111.8K | 11.5K | 608.3K | 28.44% | ↗ |
| 10 | 2024 | Eric B. Stang President and Chief Executive Officer | 568.8K | 28.8K | 3.29M | — | 448.5K | 16.8K | 4.35M | 75.57% | ↗ |
| 11 | 2024 | Shig Hamamatsu Senior Vice President and Chief Financial Officer | 432.5K | 14.5K | 973.1K | — | 226.2K | 10.5K | 1.66M | 58.74% | ↗ |
| 12 | 2024 | Jenny Yeh Senior Vice President and General Counsel | 387.5K | 37.4K | 552.3K | — | 132.6K | 12.9K | 1.12M | 49.19% | ↗ |
| 13 | 2024 | Jenny C. Yeh Senior Vice President and Chief Legal Officer | 387.5K | 37.4K | 552.3K | — | 132.6K | 12.9K | 1.12M | 49.19% | ↗ |
| 14 | 2024 | James A. Gustke Senior Vice President of Marketing | 335.0K | 5.0K | 420.8K | — | 125.6K | 11.5K | 897.8K | 46.87% | ↗ |
| 15 | 2024 | James Gustke Senior Vice President of Marketing | 335.0K | 5.0K | 420.8K | — | 125.6K | 11.5K | 897.8K | 46.87% | ↗ |
| 16 | 2024 | Namrata Sabharwal Chief Accounting Officer | 291.3K | 10.7K | 157.8K | — | 64.4K | 9.2K | 533.3K | 29.59% | ↗ |
| 17 | 2023 | Eric B. Stang President and Chief Executive Officer | 550.0K | — | 3.00M | 765.7K | 632.5K | 15.9K | 4.97M | 75.88% | ↗ |
| 18 | 2023 | Shig Hamamatsu Chief Financial Officer | 407.5K | — | 584.2K | — | 330.0K | 9.5K | 1.33M | 43.88% | ↗ |
| 19 | 2023 | Shig Hamamatsu Senior Vice President and Chief Financial Officer | 407.5K | — | 584.2K | — | 330.0K | 9.5K | 1.33M | 43.88% | ↗ |
| 20 | 2023 | Jenny Yeh Senior Vice President and General Counsel | 350.0K | 50.0K | 584.2K | — | 190.0K | 12.1K | 1.19M | 49.24% | ↗ |
| 21 | 2023 | Jenny C. Yeh Senior Vice President and Chief Legal Officer | 350.0K | 50.0K | 584.2K | — | 190.0K | 12.1K | 1.19M | 49.24% | ↗ |
| 22 | 2023 | Jenny Yeh Vice President and General Counsel | 350.0K | 50.0K | 584.2K | — | 190.0K | 12.1K | 1.19M | 49.24% | ↗ |
| 23 | 2023 | James Gustke Senior Vice President of Marketing | 310.0K | — | 584.2K | — | 151.6K | 10.7K | 1.06M | 55.29% | ↗ |
| 24 | 2023 | James Gustke Vice President of Marketing | 310.0K | — | 584.2K | — | 151.6K | 10.7K | 1.06M | 55.29% | ↗ |
| 25 | 2023 | James A. Gustke Senior Vice President of Marketing | 310.0K | — | 584.2K | — | 151.6K | 10.7K | 1.06M | 55.29% | ↗ |
| 26 | 2023 | Namrata Sabharwal Chief Accounting Officer | 259.9K | 25.0K | 183.6K | — | 76.2K | 8.3K | 553.0K | 33.20% | ↗ |
| 27 | 2022 | Eric B. Stang President and Chief Executive Officer | 547.5K | — | 2.93M | 473.4K | 770.0K | 15.5K | 4.74M | 71.86% | ↗ |
| 28 | 2022 | Shig Hamamatsu Chief Financial Officer | 160.6K | — | 1.73M | — | 150.0K | 135.00 | 2.04M | 84.80% | ↗ |
| 29 | 2022 | Shig Hamamatsu Senior Vice President and Chief Financial Officer | 160.6K | — | 1.73M | — | 150.0K | 135.00 | 2.04M | 84.80% | ↗ |
| 30 | 2022 | Ravi Narula Former Chief Financial Officer | 141.3K | — | 895.4K | 102.6K | — | 1.9K | 1.14M | 87.45% | ↗ |
| 31 | 2022 | Jenny Yeh Vice President and General Counsel | 309.4K | — | 358.2K | 39.5K | 182.5K | 11.4K | 900.9K | 44.13% | ↗ |
| 32 | 2022 | Jenny Yeh Senior Vice President and General Counsel | 309.4K | — | 358.2K | 39.5K | 182.5K | 11.4K | 900.9K | 44.13% | ↗ |
| 33 | 2022 | James Gustke Vice President of Marketing | 276.5K | — | 325.6K | 31.6K | 175.4K | 9.8K | 818.9K | 43.62% | ↗ |
| 34 | 2022 | James Gustke Senior Vice President of Marketing | 276.5K | — | 325.6K | 31.6K | 175.4K | 9.8K | 818.9K | 43.62% | ↗ |
| 35 | 2021 | Eric B. Stang President and Chief Executive Officer | 536.3K | — | 1.47M | 187.2K | 760.0K | 15.3K | 2.97M | 55.86% | ↗ |
| 36 | 2021 | Ravi Narula Former Chief Financial Officer | 363.9K | — | 616.7K | 60.8K | 360.0K | 14.3K | 1.42M | 47.86% | ↗ |
| 37 | 2021 | Ravi Narula Chief Financial Officer | 363.9K | — | 616.7K | 60.8K | 360.0K | 14.3K | 1.42M | 47.86% | ↗ |
| 38 | 2021 | Jenny Yeh Vice President and General Counsel | 290.6K | — | 189.4K | 23.4K | 186.0K | 11.5K | 700.9K | 30.36% | ↗ |
| 39 | 2021 | James Gustke Vice President of Marketing | 264.5K | — | 126.2K | 18.7K | 185.6K | 9.0K | 604.0K | 24.00% | ↗ |
| 40 | 2020 | Eric B. Stang President and Chief Executive Officer | 521.3K | — | 2.17M | 249.6K | 675.0K | 15.1K | 3.63M | 66.62% | ↗ |
| 41 | 2020 | Ravi Narula Chief Financial Officer | 344.1K | — | 619.6K | 71.3K | 325.0K | 14.2K | 1.37M | 50.28% | ↗ |
| 42 | 2020 | Ravi Narula Former Chief Financial Officer | 344.1K | — | 619.6K | 71.3K | 325.0K | 14.2K | 1.37M | 50.28% | ↗ |
| 43 | 2020 | Jenny Yeh Vice President and General Counsel | 283.8K | — | 580.2K | 5.7K | 150.0K | 11.4K | 1.03M | 56.83% | ↗ |
| 44 | 2020 | James Gustke Vice President of Marketing | 258.8K | — | 247.8K | 28.5K | 133.6K | 8.8K | 677.5K | 40.79% | ↗ |
| 45 | 2019 | Eric B. Stang President and Chief Executive Officer | 501.3K | — | 1.88M | 211.2K | 520.0K | 14.5K | 3.13M | 66.88% | ↗ |
| 46 | 2019 | Ravi Narula Chief Financial Officer | 335.0K | — | 564.0K | 63.4K | 250.0K | 12.9K | 1.23M | 51.20% | ↗ |
| 47 | 2019 | James Gustke Vice President of Marketing | 252.5K | — | 319.6K | 35.9K | 122.5K | 8.8K | 739.3K | 48.09% | ↗ |
| 48 | 2019 | James A. Gustke Vice President of Marketing | 252.5K | 85.0K | 319.6K | 35.9K | 37.5K | 8.5K | 739.0K | 48.10% | ↗ |
| 49 | 2019 | Jenny Yeh Vice President and General Counsel | 23.3K | — | — | — | 15.0K | 247.00 | 38.6K | 0.00% | ↗ |
| 50 | 2018 | Eric B. Stang President and Chief Executive Officer | 466.3K | 330.5K | 1.53M | 240.5K | — | 14.3K | 2.58M | 68.58% | ↗ |
| 51 | 2018 | Ravi Narula Chief Financial Officer | 318.8K | 160.0K | 561.0K | 66.1K | — | 8.5K | 1.11M | 56.28% | ↗ |
| 52 | 2018 | James A. Gustke Vice President of Marketing | 243.8K | 68.5K | 326.4K | 38.5K | 42.3K | 8.3K | 727.7K | 50.14% | ↗ |
| 53 | 2018 | Spencer D. Jackson Vice President and General Counsel | 242.5K | 90.5K | 326.4K | 38.5K | — | 9.3K | 707.2K | 51.59% | ↗ |
| 54 | 2017 | Eric B. Stang President and Chief Executive Officer | 430.0K | 506.0K | 1.76M | — | — | 14.1K | 2.71M | 64.88% | ↗ |
| 55 | 2017 | Ravi Narula Chief Financial Officer | 311.3K | 165.0K | 631.8K | — | — | 9.6K | 1.12M | 56.53% | ↗ |
| 56 | 2017 | James A. Gustke Vice President of Marketing | 235.5K | 71.3K | 315.9K | — | 44.6K | 6.6K | 673.8K | 46.88% | ↗ |
| 57 | 2017 | Spencer D. Jackson Vice President and General Counsel | 231.3K | 75.0K | 315.9K | — | — | 6.4K | 628.6K | 50.26% | ↗ |
| 58 | 2016 | Eric B. Stang President and Chief Executive Officer | 398.8K | 360.0K | 896.0K | — | 200.0K | 13.8K | 1.87M | 47.95% | ↗ |
| 59 | 2016 | Ravi Narula Chief Financial Officer | 300.0K | 90.0K | 537.6K | — | 125.0K | 4.9K | 1.06M | 50.83% | ↗ |
| 60 | 2016 | Spencer D. Jackson Vice President and General Counsel | 218.3K | 45.0K | 268.8K | — | 100.0K | 2.8K | 634.9K | 42.34% | ↗ |
| 61 | 2016 | James A. Gustke Vice President of Marketing | 221.5K | 55.0K | 268.8K | — | 49.4K | 8.3K | 602.4K | 44.63% | ↗ |
| 62 | 2015 | Eric B. Stang President and Chief Executive Officer | 384.2K | 400.0K | 1.10M | — | — | 13.5K | 1.90M | 58.00% | ↗ |
| 63 | 2015 | Ravi Narula Chief Financial Officer | 50.0K | 20.0K | 701.7K | — | — | 967.00 | 772.7K | 90.82% | ↗ |
| 64 | 2015 | James A. Gustke Vice President of Marketing | 215.0K | 55.0K | 260.9K | — | 44.0K | 7.0K | 587.9K | 44.38% | ↗ |
| 65 | 2015 | Spencer D. Jackson Vice President and General Counsel | 200.0K | 45.0K | — | — | — | 3.0K | 248.0K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Eric Stang | President, Chief Executive Officer & Chairman | 1M | male |
| Shigeyuki Hamamatsu | Senior VP, CFO & Treasurer | 732.1K | male |
| Jenny C. Yeh | Senior Vice President, Chief Legal Officer, Corporate Secretary & Director | 704.2K | female |
| Namrata Sabharwal | Chief Accounting Officer | 483.1K | female |
| Matthew Sewell Robison | Director of IR & Corporate Development | — | male |
| Robert Ferrer | Senior Vice President of Business Sales | — | male |
| Roy Calvo | Senior Vice President of Customer Service | — | male |
| Cameron Gibson | Vice President of Human Resources | — | female |
| Tobin E. Farrand | Senior Vice President of Engineering & Operations | — | male |
| Chris Burgy | Senior Vice President of Corporate Development | — | male |
| Dennis C. Peng | Senior Vice President of Product Management | — | male |
| Kerrin Parker | Senior VP & GM of New Businesses | — | female |
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Community Opinion for OOMA
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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