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OptimizeRx Corp. (OPRX)

USD6.72 +0.19 (+2.94%)
US NASDAQ Healthcare Medical - Healthcare Information Services
Address 260 Charles Street 2453
Waltham, MA, US
CEO Stephen L. Silvestro
IPO 2007-11-28
CIK 1448431 ISIN US68401U2042

Explore sections of this company profile

Description

OptimizeRx Corp. is digital health company, engaged in the provision of digital health messaging via electronic health records, which serve as a direct channel for pharmaceutical companies to communicate with healthcare providers. It offers electronic health record (EHR) workflow solutions which include financial messaging, patient education, and brand messaging and brand support. The company was founded by David A. Harrell in 2006 and is headquartered in Waltham, MA.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD6.72 +0.19 (+2.94%)
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Volume Profile
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Liquidity & share structure
Average Volume
480.7K
Beta
1.10
Float Shares
14.47M
Free Float %
77.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+2.09% -3.50% +6.91% -27.54% -58.99% -48.29% -42.42% -51.53% -85.17% +90.39% -82.39%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (15 ratings, all time) Buy
Price Targets & DCF
Current price
6.72
Low 17.00 +152.9%
Consensus 17.00 +152.9%
Median 17.00 +152.9%
High 17.00 +152.9%
DCF (Levered) 6.12 -8.9%

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

Ratings Trend (MoM) 86% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 5 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
17.00
+152.9%
Last Year 2
20.00
+197.5%
All Time 3
18.33
+172.7%
Quality scores
Altman Z-Score
2.44
Grey zone
Piotroski F-Score
8 / 9
Strong
MOAT Score
4 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Healthcare Information Services: +14.2%
    +18.8% Q1'26: -9.5% (vs Q1'25)
  • EPS growth Medical - Healthcare Information Services: +43.1%
    +124.6% Q1'26: +75.0% (vs Q1'25)
  • FCF margin FCF growth · Medical - Healthcare Information Services: +49.2%
    +9.2% Q1'26: -2.5% (vs Q1'25)
  • EBIT margin Medical - Healthcare Information Services: +8.8%
    +11.0% Q1'26: +0.0% (vs Q1'25)
  • ROIC Medical - Healthcare Information Services: +5.2%
    +6.8% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Medical - Healthcare Information Services: -0.1%
    +3.9% Q1'26: +1.6% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Healthcare Information Services: -0.74×
    1.59× Q1'26: -0.81× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.19) × ERP
WACC = 82% × Ke + 18% × Kd (20.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 6.72
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
6 Rev. Ana.
4 EPS Ana.
Dec 2027
4 Rev. Ana.
3 EPS Ana.
Revenue
7.22M
est: 7.50M (-3.7%)
7.75M
est: 9.41M (-17.6%)
12.13M
est: 11.52M (+5.3%)
21.21M
est: 20.47M (+3.6%)
24.60M
est: 24.79M (-0.8%)
43.31M
est: 42.90M (+1.0%)
61.29M
est: 61.14M (+0.3%)
62.45M
est: 64.57M (-3.3%)
71.52M
est: 83.20M (-14.0%)
92.13M
est: 90.17M (+2.2%)
109.43M
est: 108.11M (+1.2%)
111.44M
108.47M – 113.12M
+3.1% YoY
120.73M
118.55M – 122.92M
+8.3% YoY
EBITDA
-261.2K
est: -738.6K (+64.6%)
-1.30M
est: -926.7K (-40.7%)
-1.81M
est: -1.13M (-59.1%)
1.24M
est: 1.10M (+12.9%)
-1.51M
est: -12.81M (+88.2%)
646.9K
est: -1.20M (+153.8%)
2.33M
est: 2.73M (-14.9%)
-9.42M
est: -6.57M (-43.4%)
-21.31M
est: -5.95M (-258.1%)
-8.90M
est: -6.45M (-38.0%)
16.39M
est: -7.73M (+312.0%)
-7.97M
-8.09M – -7.76M
-3.1% YoY
-8.63M
-8.79M – -8.48M
-8.3% YoY
EBIT
-595.1K
est: -1.02M (+41.9%)
-1.54M
est: -1.29M (-19.8%)
-2.13M
est: -1.57M (-35.4%)
787.8K
est: 600.6K (+31.2%)
-2.69M
est: -14.29M (+81.2%)
-1.32M
est: -3.83M (+65.4%)
361.1K
est: 361.1K (0.0%)
-11.44M
est: -8.51M (-34.4%)
-23.71M
est: -9.02M (-162.8%)
-13.23M
est: -9.78M (-35.3%)
12.06M
est: -11.72M (+202.9%)
-12.08M
-12.27M – -11.76M
-3.1% YoY
-13.09M
-13.33M – -12.85M
-8.3% YoY
Net Income
-595.1K
est: 1.10M (-154.2%)
-1.54M
est: -1.65M (+6.5%)
-2.10M
est: -2.74M (+23.3%)
226.3K
est: 661.5K (-65.8%)
-3.14M
est: -12.27M (+74.4%)
-2.21M
est: -3.91M (+43.6%)
378.1K
est: 379.3K (-0.3%)
-11.44M
est: -14.35M (+20.3%)
-17.57M
est: -19.18M (+8.4%)
-20.11M
est: 6.17M (-426.0%)
5.13M
est: 13.88M (-63.0%)
18.08M
16.74M – 19.43M
+30.2% YoY
21.07M
18.75M – 23.39M
+16.5% YoY
SGA
3.32M
est: 4.90M (-32.2%)
5.24M
est: 6.15M (-14.8%)
6.75M
est: 7.53M (-10.3%)
10.29M
est: 15.34M (-32.9%)
14.36M
est: 16.19M (-11.3%)
19.93M
est: 29.20M (-31.7%)
33.19M
est: 38.87M (-14.6%)
49.24M
est: 45.03M (+9.3%)
58.02M
est: 54.34M (+6.8%)
61.27M
est: 58.89M (+4.0%)
50.25M
est: 70.60M (-28.8%)
72.78M
70.84M – 73.88M
+3.1% YoY
78.85M
77.42M – 80.27M
+8.3% YoY
EPS
-0.07
est: 0.06 (-221.2%)
-0.16
est: -0.09 (-77.8%)
-0.21
est: -0.15 (-40.0%)
0.02
est: 0.20 (-90.0%)
-0.23
est: 0.12 (-287.8%)
-0.15
est: 0.19 (-178.9%)
0.02
est: 0.43 (-94.9%)
-0.64
est: 0.35 (-283.6%)
-1.03
est: -1.01 (-1.8%)
-1.10
est: 0.31 (-456.3%)
0.28
est: 0.75 (-62.4%)
0.94
0.88 – 1.02
+26.3% YoY
1.11
0.99 – 1.23
+18.3% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B 3/5 4/5 3/5 4/5 2/5 1/5 3/5
2026-05-08 B 3/5 4/5 3/5 4/5 2/5 1/5 3/5
2026-05-07 B 3/5 4/5 3/5 4/5 2/5 1/5 3/5
2026-05-06 B 3/5 4/5 3/5 4/5 2/5 1/5 3/5
2026-05-05 B 3/5 4/5 3/5 4/5 2/5 1/5 3/5
2026-05-04 B 3/5 4/5 3/5 4/5 2/5 1/5 3/5
2026-05-01 B 3/5 4/5 2/5 4/5 2/5 1/5 3/5
2026-04-30 B 3/5 4/5 2/5 4/5 2/5 1/5 3/5
2026-04-29 B 3/5 4/5 2/5 4/5 2/5 1/5 3/5
2026-04-28 B 3/5 4/5 2/5 4/5 2/5 1/5 3/5
2026-04-27 B 3/5 4/5 2/5 4/5 2/5 1/5 3/5
2026-04-24 B 3/5 4/5 2/5 4/5 2/5 1/5 3/5
2026-04-23 B- 3/5 4/5 2/5 4/5 1/5 1/5 3/5
2026-04-22 B- 3/5 4/5 2/5 4/5 1/5 1/5 3/5
2026-04-21 B 3/5 4/5 2/5 5/5 1/5 1/5 3/5
2026-04-20 B 3/5 4/5 2/5 5/5 1/5 1/5 3/5
2026-04-17 B 3/5 4/5 2/5 5/5 1/5 1/5 3/5
2026-04-16 B 3/5 4/5 2/5 5/5 1/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
18.80M
OE per share TTM
0.99
Owner's Yield
16.23%
Maintenance CapEx ratio
0.23%
Maint CapEx / Avg PPE
0.8%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
47
Total invested
19.96M
Insider transactions (90d)
0
Beneficial owners (>5%)
25
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 2.67M 15.00% 2.66M 2.67M HC Delaware 2022-01-27
2 Christopher L. Gust 2.16M 7.30% 2.16M 2.16M HC, IN Cayman Islands 2017-02-13
3 Wolverine Holdings, L.P. 2.16M 7.30% 2.16M 2.16M HC Cayman Islands 2017-02-13
4 ROBERT R. BELLICK 2.16M 7.30% 2.16M 10.00 HC, IN USA 2017-03-06
5 WOLVERINE ASSET MANAGEMENT, LLC 2.16M 7.30% 2.16M 10.00 IA Illinois 2017-03-06
6 WOLVERINE TRADING PARTNERS, INC. 2.16M 7.30% 2.16M 10.00 HC, CO Illinois 2017-03-06
7 First Light Asset Management, LLC 1.73M 9.52% 1.73M IA Delaware 2024-02-14
8 Mathew P. Arens 1.73M 9.52% 1.73M IN State of America 2024-02-14
9 Michael Weintraub 1.38M 7.60% 1.38M 1.38M IN United States of America 2023-11-28
10 The Vanguard Group - 23-1945930 1.08M 6.09% 33.0K 45.4K IA Pennsylvania 2022-02-10
11 Andrew N. Wiener 1.04M 5.70% 545.6K 1.04M HC, IN Delaware 2024-11-13
12 Samjo Management, LLC 1.04M 5.70% 545.6K 1.04M IA, OO Delaware 2024-11-13
13 Divisadero Street Capital Management, LP 949.6K 5.20% 949.6K 949.6K IA, PN U.S.A 2023-12-29
14 Divisadero Street Partners GP, LLC 949.6K 5.20% 949.6K 949.6K HC, OO U.S.A 2023-12-29
15 Divisadero Street Partners, L.P. 949.6K 5.20% 949.6K 949.6K PN U.S.A 2023-12-29
16 William Zolezzi 949.6K 5.20% 949.6K 949.6K HC, IN U.S.A 2023-12-29
17 William Blair & Company, L.L.C. 779.9K 5.20% 713.3K 779.9K BD, IA Delaware 2021-02-11
18 Harvey L. Poppel 762.7K 4.60% 762.7K 762.7K IN Citizenship or Place of Organization 2021-03-17
19 the Chez Family Foundation and Ronald L. Chez Individually 738.0K 4.40% 738.0K 738.0K 11.00 IN 2021-04-14
20 54-1146619 704.8K 4.66% 704.8K 704.8K IA State of Virginia, USA 2021-02-05
21 James H. Rooney 704.8K 4.66% 704.8K 704.8K IN UNITED STATES OF AMERICA 2021-02-05
22 Peter C. Keefe 704.8K 4.66% 704.8K 704.8K IN UNITED STATES OF AMERICA 2021-02-05
23 Park West Asset Management LLC 0.00% IA Delaware 2021-02-16
24 Park West Investors Master Fund, Limited 0.00% CO Delaware 2021-02-16
25 Peter S. Park 0.00% IN Delaware 2021-02-16

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
47
-84 vs prev Q
New positions
11
Closed positions
92
Increased
28
Reduced
6
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 WHETSTONE CAPITAL ADVISORS, LLC 1.51M +— (+0.0%) 18.49M -12.4M (-40.2%) 8.14% -0.004 pp 5.77% -2.793 pp USD5.26 +133.1% 5 qtrs
2 BLACKROCK, INC. 1.19M +6.9K (+0.6%) 14.65M -9.7M (-39.8%) 6.45% +0.034 pp 0.00% 0.000 pp USD7.62 +60.9% 6 qtrs
3 VANGUARD GROUP INC 1.14M +77.8K (+7.3%) 13.94M -7.8M (-35.8%) 6.14% +0.418 pp 0.00% 0.000 pp USD27.80 -55.9% 30 qtrs
4 ROYCE & ASSOCIATES LP 682.0K +4.7K (+0.7%) 8.36M -5.5M (-39.8%) 3.68% +0.024 pp 0.08% -0.054 pp USD4.91 +149.7% 5 qtrs
5 KENNEDY CAPITAL MANAGEMENT LLC 673.9K -998.0 (-0.1%) 8.26M -5.6M (-40.3%) 3.64% -0.007 pp 0.18% -0.131 pp USD10.88 +12.7% 10 qtrs
6 RICE HALL JAMES & ASSOCIATES, LLC 590.7K +44.9K (+8.2%) 7.24M -3.9M (-35.3%) 3.19% +0.241 pp 0.40% -0.212 pp USD17.07 -28.2% 19 qtrs
7 BLAIR WILLIAM & CO/IL 582.6K -8.6K (-1.4%) 7.14M -5.0M (-41.1%) 3.15% -0.048 pp 0.02% -0.013 pp USD14.19 -13.6% 28 qtrs
8 PARKMAN HEALTHCARE PARTNERS LLC 538.6K +29.0K (+5.7%) 6.60M -3.8M (-36.8%) 2.91% +0.156 pp 0.63% -0.461 pp USD9.19 +33.4% 4 qtrs
9 NEXT CENTURY GROWTH INVESTORS LLC 505.4K +294.7K (+139.8%) 6.20M +1.9M (+43.4%) 2.73% +1.591 pp 0.43% +0.115 pp USD15.70 -21.9% 2 qtrs
10 STATE STREET CORP 477.5K +84.8K (+21.6%) 5.85M -2.2M (-27.3%) 2.58% +0.457 pp 0.00% 0.000 pp USD28.06 -56.3% 27 qtrs
11 DIMENSIONAL FUND ADVISORS LP 460.9K +63.6K (+16.0%) 5.65M -2.5M (-30.6%) 2.49% +0.342 pp 0.00% -0.001 pp USD17.77 -31.0% 21 qtrs
12 MANATUCK HILL PARTNERS, LLC 422.1K -50.2K (-10.6%) 5.18M -4.5M (-46.6%) 2.28% -0.272 pp 1.81% -1.392 pp USD11.00 +11.5% 5 qtrs
13 GEODE CAPITAL MANAGEMENT, LLC 396.5K +13.3K (+3.5%) 4.86M -3.0M (-38.1%) 2.14% +0.071 pp 0.00% 0.000 pp USD22.86 -46.4% 30 qtrs
14 G2 INVESTMENT PARTNERS MANAGEMENT LLC 310.0K +130.3K (+72.5%) 3.80M +116.0K (+3.1%) 1.67% +0.703 pp 0.90% +0.159 pp USD17.04 -28.1% 2 qtrs
15 RUSSELL INVESTMENTS GROUP, LTD. 289.1K +75.8K (+35.5%) 3.54M -828.7K (-19.0%) 1.56% +0.409 pp 0.00% -0.001 pp USD14.89 -17.7% 22 qtrs
16 AWM INVESTMENT COMPANY, INC. 230.4K +— (+0.0%) 2.82M -1.9M (-40.2%) 1.24% -0.001 pp 0.27% -0.170 pp USD9.53 +28.6% 25 qtrs
17 SQUAREPOINT OPS LLC 207.0K +67.9K (+48.8%) 2.54M -313.7K (-11.0%) 1.12% +0.366 pp 0.00% 0.000 pp USD17.80 -31.1% 19 qtrs
18 BULLSEYE ASSET MANAGEMENT LLC 206.5K +— (+0.0%) 2.53M -1.7M (-40.2%) 1.12% -0.001 pp 1.36% -0.853 pp USD10.55 +16.2% 25 qtrs
19 MORGAN STANLEY 164.6K -17.7K (-9.7%) 2.02M -1.7M (-46.0%) 0.89% -0.096 pp 0.00% 0.000 pp USD13.57 -9.7% 30 qtrs
20 NORTHERN TRUST CORP 156.9K -5.2K (-3.2%) 1.92M -1.4M (-42.1%) 0.85% -0.029 pp 0.00% 0.000 pp USD26.89 -54.4% 30 qtrs
21 GOLDMAN SACHS GROUP INC 127.0K -9.5K (-6.9%) 1.56M -1.2M (-44.3%) 0.69% -0.051 pp 0.00% 0.000 pp USD16.87 -27.3% 22 qtrs
22 GRANAHAN INVESTMENT MANAGEMENT, LLC 117.1K +46.1K (+64.9%) 1.44M -20.5K (-1.4%) 0.63% +0.249 pp 0.06% +0.002 pp USD17.26 -29.0% 2 qtrs
23 BANK OF NEW YORK MELLON CORP 114.3K +26.3K (+29.9%) 1.40M -402.3K (-22.3%) 0.62% +0.142 pp 0.00% 0.000 pp USD34.78 -64.7% 27 qtrs
24 D. E. SHAW & CO., INC. 112.9K -208.2K (-64.8%) 1.38M -5.2M (-79.0%) 0.61% -1.125 pp 0.00% -0.003 pp USD12.67 -3.2% 14 qtrs
25 SCHONFELD STRATEGIC ADVISORS LLC 98.2K +36.5K (+59.2%) 1.20M -60.2K (-4.8%) 0.53% +0.197 pp 0.01% -0.002 pp USD11.52 +6.4% 4 qtrs
26 CALAMOS ADVISORS LLC 97.1K +20.1K (+26.1%) 1.19M -387.9K (-24.6%) 0.52% +0.108 pp 0.00% -0.001 pp USD13.80 -11.2% 4 qtrs
27 INSPIRE INVESTING, LLC 95.9K +95.9K (+100.0%) 1.18M +1.2M (+100.0%) 0.52% +0.518 pp 0.11% +0.106 pp USD12.26 +0.0% 1 qtrs NEW
28 CREDIT AGRICOLE S A 89.2K +89.2K (+100.0%) 1.09M +1.1M (+100.0%) 0.48% +0.482 pp 0.00% +0.003 pp USD12.26 +0.0% 1 qtrs NEW
29 RAYMOND JAMES FINANCIAL INC 82.4K -2.4K (-2.8%) 1.01M -727.4K (-41.9%) 0.45% -0.013 pp 0.00% 0.000 pp USD13.52 -9.3% 3 qtrs
30 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 81.3K +6.2K (+8.2%) 997.0K -543.1K (-35.3%) 0.44% +0.033 pp 0.00% 0.000 pp USD19.93 -38.5% 27 qtrs
31 AVENIR CORP 77.3K +— (+0.0%) 947.2K -636.6K (-40.2%) 0.42% 0.000 pp 0.10% -0.062 pp USD11.14 +10.1% 31 qtrs
32 BOOTHBAY FUND MANAGEMENT, LLC 73.5K +25.5K (+53.1%) 901.0K -82.8K (-8.4%) 0.40% +0.138 pp 0.01% -0.001 pp USD17.64 -30.5% 2 qtrs
33 LOS ANGELES CAPITAL MANAGEMENT LLC 44.6K -3.9K (-8.1%) 874.2K -119.9K (-12.1%) 0.24% -0.021 pp 0.00% 0.000 pp USD16.77 -26.9% 3 qtrs
34 BRIDGEWAY CAPITAL MANAGEMENT, LLC 69.0K +10.0K (+16.9%) 846.3K -363.8K (-30.1%) 0.37% +0.054 pp 0.02% -0.008 pp USD10.27 +19.4% 10 qtrs
35 QUBE RESEARCH & TECHNOLOGIES LTD 59.2K +40.6K (+218.4%) 725.3K +344.4K (+90.4%) 0.32% +0.219 pp 0.00% +0.000 pp USD14.85 -17.4% 2 qtrs
36 P.A.W. CAPITAL CORP 55.0K +5.0K (+10.0%) 674.3K -350.7K (-34.2%) 0.30% +0.027 pp 1.47% -0.304 pp USD13.39 -8.4% 3 qtrs
37 JANE STREET GROUP, LLC 54.0K +40.3K (+294.2%) 662.0K +381.2K (+135.7%) 0.29% +0.218 pp 0.00% +0.000 pp USD12.04 +1.8% 4 qtrs
38 SEI INVESTMENTS CO 53.8K +53.8K (+100.0%) 659.5K +659.5K (+100.0%) 0.29% +0.290 pp 0.00% +0.001 pp USD12.26 +0.0% 1 qtrs NEW
39 STATE OF WISCONSIN INVESTMENT BOARD 53.1K +25.5K (+92.6%) 650.9K +85.9K (+15.2%) 0.29% +0.138 pp 0.00% +0.000 pp USD16.54 -25.9% 2 qtrs
40 TWO SIGMA INVESTMENTS, LP 46.2K -17.5K (-27.5%) 566.2K -739.8K (-56.6%) 0.25% -0.095 pp 0.00% -0.001 pp USD11.19 +9.6% 4 qtrs
41 MILLENNIUM MANAGEMENT LLC 43.7K +43.7K (+100.0%) 535.4K +535.4K (+100.0%) 0.24% +0.236 pp 0.00% +0.000 pp USD12.26 +0.0% 14 qtrs
42 BANK OF AMERICA CORP /DE/ 42.6K -42.2K (-49.8%) 522.0K -1.2M (-70.0%) 0.23% -0.228 pp 0.00% 0.000 pp USD20.38 -39.8% 31 qtrs
43 ALLIANCEBERNSTEIN L.P. 39.9K +— (+0.0%) 488.6K -328.4K (-40.2%) 0.22% 0.000 pp 0.00% 0.000 pp USD33.86 -63.8% 21 qtrs
44 NUVEEN, LLC 38.8K -5.3K (-12.1%) 475.5K -429.0K (-47.4%) 0.21% -0.029 pp 0.00% 0.000 pp USD10.36 +18.3% 4 qtrs
45 UBS GROUP AG 35.0K +874.0 (+2.6%) 428.6K -270.2K (-38.7%) 0.19% +0.005 pp 0.00% +0.000 pp USD12.75 -3.8% 27 qtrs
46 DIAMETRIC CAPITAL, LP 33.3K +33.3K (+100.0%) 407.8K +407.8K (+100.0%) 0.18% +0.180 pp 0.11% +0.109 pp USD12.26 +0.0% 1 qtrs NEW
47 SUSQUEHANNA INTERNATIONAL GROUP, LLP 32.9K -10.8K (-24.7%) 403.4K -492.5K (-55.0%) 0.18% -0.058 pp 0.00% 0.000 pp USD11.74 +4.4% 4 qtrs
48 PRUDENTIAL FINANCIAL INC 31.5K -55.0K (-63.6%) 386.1K -1.4M (-78.2%) 0.17% -0.297 pp 0.00% -0.002 pp USD20.50 -40.2% 2 qtrs
49 RENAISSANCE TECHNOLOGIES LLC 29.6K -78.3K (-72.6%) 362.6K -1.8M (-83.6%) 0.16% -0.423 pp 0.00% -0.002 pp USD15.46 -20.7% 3 qtrs
50 WELLS FARGO & COMPANY/MN 28.9K +7.6K (+35.5%) 354.4K -82.9K (-19.0%) 0.16% +0.041 pp 0.00% +0.000 pp USD12.11 +1.2% 30 qtrs
51 PRINCIPAL FINANCIAL GROUP INC 27.5K +8.7K (+46.2%) 337.5K -48.4K (-12.5%) 0.15% +0.047 pp 0.00% +0.000 pp USD17.89 -31.5% 2 qtrs
52 RHUMBLINE ADVISERS 27.5K -5.0K (-15.3%) 336.5K -327.9K (-49.4%) 0.15% -0.027 pp 0.00% 0.000 pp USD25.79 -52.5% 25 qtrs
53 BARCLAYS PLC 27.4K +507.0 (+1.9%) 336.4K +128.5K (+61.8%) 0.15% +0.003 pp 0.00% +0.000 pp USD10.72 +14.4% 28 qtrs
54 LPL FINANCIAL LLC 26.7K -1.7K (-5.9%) 327.3K -254.4K (-43.7%) 0.14% -0.009 pp 0.00% 0.000 pp USD13.99 -12.4% 3 qtrs
55 AMERIPRISE FINANCIAL INC 25.4K -44.1K (-63.5%) 310.8K -1.1M (-78.2%) 0.14% -0.238 pp 0.00% 0.000 pp USD13.50 -9.2% 3 qtrs
56 CENTERBOOK PARTNERS LP 25.2K -283.6K (-91.8%) 309.2K -6.0M (-95.1%) 0.14% -1.532 pp 0.02% -0.298 pp USD20.50 -40.2% 2 qtrs
57 HARBOR CAPITAL ADVISORS, INC. 24.9K +2.7K (+12.2%) 305.0K -149.0K (-32.8%) 0.13% +0.015 pp 0.02% -0.012 pp USD19.60 -37.4% 2 qtrs
58 STRS OHIO 24.5K +— (+0.0%) 300.4K -201.9K (-40.2%) 0.13% 0.000 pp 0.00% -0.001 pp USD20.50 -40.2% 2 qtrs
59 GWN SECURITIES INC. 22.4K +22.4K (+100.0%) 274.1K +274.1K (+100.0%) 0.12% +0.121 pp 0.06% +0.056 pp USD12.26 +0.0% 1 qtrs NEW
60 HILLSDALE INVESTMENT MANAGEMENT INC. 20.3K +2.0K (+10.9%) 248.9K -126.3K (-33.7%) 0.11% +0.011 pp 0.01% -0.005 pp USD19.69 -37.7% 2 qtrs
61 MARSHALL WACE, LLP 19.8K -15.6K (-44.0%) 243.1K -482.8K (-66.5%) 0.11% -0.084 pp 0.00% -0.001 pp USD6.63 +84.9% 7 qtrs
62 ENGINEERS GATE MANAGER LP 18.6K +18.6K (+100.0%) 228.5K +228.5K (+100.0%) 0.10% +0.101 pp 0.00% +0.003 pp USD12.26 +0.0% 1 qtrs NEW
63 QUANTINNO CAPITAL MANAGEMENT LP 17.5K +3.2K (+22.0%) 214.6K -79.5K (-27.0%) 0.09% +0.017 pp 0.00% 0.000 pp USD10.69 +14.7% 4 qtrs
64 PERKINS CAPITAL MANAGEMENT INC 17.4K -20.2K (-53.7%) 213.4K -557.3K (-72.3%) 0.09% -0.109 pp 0.17% -0.510 pp USD19.95 -38.5% 22 qtrs
65 HRT FINANCIAL LP 17.3K +17.3K (+100.0%) 212.0K +212.0K (+100.0%) 0.09% +0.093 pp 0.00% +0.001 pp USD12.26 +0.0% 3 qtrs
66 FRANKLIN RESOURCES INC 16.3K -12.3K (-43.1%) 199.6K -387.3K (-66.0%) 0.09% -0.067 pp 0.00% 0.000 pp USD20.50 -40.2% 2 qtrs
67 AQR CAPITAL MANAGEMENT LLC 14.5K +2.3K (+18.4%) 177.9K -73.3K (-29.2%) 0.08% +0.012 pp 0.00% 0.000 pp USD19.22 -36.2% 2 qtrs
68 CANADA PENSION PLAN INVESTMENT BOARD 13.9K +13.9K (+100.0%) 170.4K +170.4K (+100.0%) 0.08% +0.075 pp 0.00% +0.000 pp USD12.26 +0.0% 1 qtrs NEW
69 CAMPBELL & CO INVESTMENT ADVISER LLC 12.9K +12.9K (+100.0%) 158.3K +158.3K (+100.0%) 0.07% +0.070 pp 0.01% +0.008 pp USD12.26 +0.0% 7 qtrs
70 GSA CAPITAL PARTNERS LLP 12.6K +12.6K (+100.0%) 155.0K +155.0K (+100.0%) 0.07% +0.068 pp 0.01% +0.013 pp USD12.26 +0.0% 1 qtrs NEW
71 DEUTSCHE BANK AG\ 12.4K +733.0 (+6.3%) 152.0K -87.1K (-36.4%) 0.07% +0.004 pp 0.00% +0.000 pp USD16.86 -27.3% 30 qtrs
72 EXODUSPOINT CAPITAL MANAGEMENT, LP 12.3K +12.3K (+100.0%) 150.2K +150.2K (+100.0%) 0.07% +0.066 pp 0.00% +0.001 pp USD12.26 +0.0% 1 qtrs NEW
73 CITADEL ADVISORS LLC 12.0K -96.8K (-89.0%) 146.8K -2.1M (-93.4%) 0.06% -0.523 pp 0.00% 0.000 pp USD12.45 -1.5% 21 qtrs
74 POINT72 ASSET MANAGEMENT, L.P. 12.0K +12.0K (+100.0%) 146.7K +146.7K (+100.0%) 0.06% +0.065 pp 0.00% +0.000 pp USD12.26 +0.0% 1 qtrs NEW
75 PRELUDE CAPITAL MANAGEMENT, LLC 11.1K +11.1K (+100.0%) 135.6K +135.6K (+100.0%) 0.06% +0.060 pp 0.01% +0.010 pp USD12.26 +0.0% 1 qtrs NEW
76 WORTH VENTURE PARTNERS, LLC 10.8K +— (+0.0%) 131.8K -88.6K (-40.2%) 0.06% +0.000 pp 0.95% +0.309 pp USD20.50 -40.2% 2 qtrs
77 STATE OF WYOMING 10.5K -11.3K (-51.7%) 129.2K -318.4K (-71.1%) 0.06% -0.061 pp 0.01% -0.037 pp USD20.50 -40.2% 2 qtrs
78 QUANTBOT TECHNOLOGIES LP 9.8K +9.8K (+100.0%) 120.7K +120.7K (+100.0%) 0.05% +0.053 pp 0.00% +0.004 pp USD12.26 +0.0% 3 qtrs
79 METLIFE INVESTMENT MANAGEMENT, LLC 9.8K -1.5K (-13.5%) 120.7K -112.6K (-48.3%) 0.05% -0.008 pp 0.00% -0.001 pp USD8.66 +41.6% 22 qtrs
80 VIRTUS ETF ADVISERS LLC 9.7K -15.5K (-61.5%) 118.8K -397.6K (-77.0%) 0.05% -0.084 pp 0.06% -0.228 pp USD16.19 -24.3% 3 qtrs
81 JPMORGAN CHASE & CO 8.2K +1.6K (+24.5%) 100.2K -34.4K (-25.5%) 0.04% +0.009 pp 0.00% +0.000 pp USD7.64 +60.5% 29 qtrs
82 GROUP ONE TRADING, L.P. 8.1K -1.6K (-16.8%) 98.7K -99.6K (-50.2%) 0.04% -0.009 pp 0.00% 0.000 pp USD13.50 -9.2% 8 qtrs
83 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 7.4K +126.0 (+1.7%) 90.2K -58.0K (-39.2%) 0.04% +0.001 pp 0.00% 0.000 pp USD9.42 +30.1% 7 qtrs
84 MAI CAPITAL MANAGEMENT 5.7K +— (+0.0%) 69.9K -47.0K (-40.2%) 0.03% +0.000 pp 0.00% 0.000 pp USD4.86 +152.3% 5 qtrs
85 FMR LLC 5.6K -277.0 (-4.7%) 68.5K -51.7K (-43.0%) 0.03% -0.002 pp 0.00% +0.000 pp USD12.18 +0.7% 17 qtrs
86 STATE OF ALASKA, DEPARTMENT OF REVENUE 5.1K +5.1K (+100.0%) 62.0K +62.0K (+100.0%) 0.03% +0.027 pp 0.00% +0.001 pp USD12.26 +0.0% 1 qtrs NEW
87 NEW YORK STATE COMMON RETIREMENT FUND 5.0K +— (+0.0%) 61.7K -41.5K (-40.2%) 0.03% +0.000 pp 0.00% 0.000 pp USD47.49 -74.2% 27 qtrs
88 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 4.6K +— (+0.0%) 56.2K -37.8K (-40.2%) 0.02% +0.000 pp 0.00% 0.000 pp USD8.45 +45.1% 5 qtrs
89 BNP PARIBAS ARBITRAGE, SNC 4.3K +331.0 (+8.4%) 52.2K -28.3K (-35.2%) 0.02% +0.002 pp 0.00% +0.000 pp USD10.09 +21.5% 27 qtrs
90 SIMPLEX TRADING, LLC 4.1K +3.4K (+489.5%) 50.2K +36.2K (+258.3%) 0.02% +0.018 pp 0.00% +0.000 pp USD11.52 +6.4% 9 qtrs
91 TOWER RESEARCH CAPITAL LLC (TRC) 2.1K +1.2K (+116.6%) 26.3K +6.0K (+29.6%) 0.01% +0.006 pp 0.00% +0.000 pp USD11.59 +5.8% 30 qtrs
92 NISA INVESTMENT ADVISORS, LLC 2.1K +— (+0.0%) 26.0K -17.5K (-40.2%) 0.01% +0.000 pp 0.00% 0.000 pp USD12.49 -1.8% 17 qtrs
93 AVALON TRUST CO 2.0K +— (+0.0%) 24.5K -16.5K (-40.2%) 0.01% +0.000 pp 0.00% -0.001 pp USD14.63 -16.2% 12 qtrs
94 COVESTOR LTD 1.9K +— (+0.0%) 23.0K -16.0K (-41.0%) 0.01% +0.000 pp 0.01% -0.009 pp USD13.50 -9.2% 3 qtrs
95 ROYAL BANK OF CANADA 1.9K -1.1K (-37.5%) 23.0K -38.0K (-62.3%) 0.01% -0.006 pp 0.00% +0.000 pp USD23.81 -48.5% 31 qtrs
96 VERSANT CAPITAL MANAGEMENT, INC 1.8K +— (+0.0%) 22.0K -14.8K (-40.2%) 0.01% +0.000 pp 0.00% -0.002 pp USD8.16 +50.2% 5 qtrs
97 LEGAL & GENERAL GROUP PLC 1.6K -78.0 (-4.7%) 19.4K -14.6K (-43.0%) 0.01% 0.000 pp 0.00% +0.000 pp USD47.78 -74.3% 27 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 35 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Royce Quant Small-Cap Quality Value ETF SQLV 0.25% 72.9K 0.60%
2 Vanguard U.S. Multifactor ETF VFMF 0.07% 432.0K 0.18%
3 Vanguard Global Value Equity Active ETF VVLU.AX 0.04% 377.5K 0.28%
4 Vanguard U.S. Value Factor ETF VFVA 0.02% 205.0K 0.13%
5 iShares Micro-Cap ETF IWC 0.02% 352.0K 0.60%
6 Vanguard Global Value Factor ETF VVL.TO 0.02% 129.7K 0.38%
7 WisdomTree U.S. SmallCap Fund EES 0.01% 73.7K 0.38%
8 Principal U.S. Small-Cap Multi-Factor ETF PSC 0.01% 117.0K 0.38%
9 Dimensional - US Small Cap Value ETF DFSV 0.01% 478.0K 0.30%
10 Vanguard Russell 2000 Growth ETF VTWG 0.00% 78.0K 0.06%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.50
Neutral
Ratio by volume
0.74
Neutral
Buys
1
Sells
2
Shares acquired
4.0K
Shares disposed
5.4K
Cash buys
Cash sales
Net activity
-1,386
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
Stelmakh Edward Officer A-Award A Stock Option 15,711 12.73 200.0K 15,711
2026-04-03 Presti Mariyamma Varghese Director 0 0.00 0
2026-02-11 Odence-Ford Marion Officer M-Exempt A Common Stock 4,000 0.00 93,322 D
2025-12-23 Stelmakh Edward Officer F-InKind D Common Stock 3,658 12.74 46.6K 123,172 D
2025-12-23 Silvestro Stephen L Officer F-InKind D Common Stock 3,361 12.74 42.8K 190,507 D
2025-12-23 Odence-Ford Marion Officer F-InKind D Common Stock 4,051 12.74 51.6K 89,322 D
2025-12-23 Greco Theresa Officer F-InKind D Common Stock 1,420 12.74 18.1K 72,868 D
2025-12-23 Besch Doug Officer F-InKind D Common Stock 4,079 12.74 52.0K 66,876 D
2025-12-19 Stelmakh Edward Officer M-Exempt D Restricted Stock Units 5,237 0.00 5,237 D
2025-12-19 Silvestro Stephen L Officer M-Exempt D Restricted Stock Units 6,546 0.00 6,547 D
2025-12-19 Odence-Ford Marion Officer M-Exempt A Common Stock 3,928 0.00 94,526 D
2025-12-19 Merrell Brendan W. Officer F-InKind D Common Stock 289 13.51 3.9K 26,207 D
2025-12-19 D'Silva Andrew J. Officer F-InKind D Common Stock 703 13.51 9.5K 44,735 D
2025-12-19 Besch Doug Officer M-Exempt D Restricted Stock Units 1,964 0.00 1,964 D
2025-12-11 Merrell Brendan W. Officer F-InKind D Common Stock 712 14.03 10.0K 26,496 D
2025-12-11 D'Silva Andrew J. Officer F-InKind D Common Stock 868 14.03 12.2K 45,438 D
2025-11-01 Greco Theresa Officer F-InKind D Common Stock 1,693 20.49 34.7K 74,288 D
2025-10-03 Stelmakh Edward Officer M-Exempt D Restricted Stock Units 16,623 0.00 0 D
2025-10-03 Silvestro Stephen L Officer M-Exempt D Restricted Stock Units 6,649 0.00 0 D
2025-10-03 Odence-Ford Marion Officer M-Exempt A Common Stock 6,649 0.00 92,550 D
2025-10-03 Merrell Brendan W. Officer F-InKind D Common Stock 483 18.75 9.1K 27,208 D
2025-10-03 D'Silva Andrew J. Officer F-InKind D Common Stock 794 18.75 14.9K 46,306 D
2025-10-03 Besch Doug Officer F-InKind D Common Stock 983 18.75 18.4K 69,572 D
2025-10-01 D'Silva Andrew J. Officer F-InKind D Common Stock 414 18.98 7.9K 47,100 D
2025-08-28 Spangler Patrick D Director S-Sale D Common Stock 11,120 17.49 194.5K 44,215 D
2025-08-21 Stelmakh Edward Officer A-Award A Stock Option 35,156 16.14 567.4K 35,156 D
2025-08-21 Silvestro Stephen L Officer A-Award A Stock Option 35,156 16.14 567.4K 35,156 D
2025-08-21 Odence-Ford Marion Officer A-Award A Stock Option 35,156 16.14 567.4K 35,156 D
2025-08-21 Merrell Brendan W. Officer A-Award A Stock Option 23,437 16.14 378.3K 46,874 D
2025-08-21 Greco Theresa Officer A-Award A Stock Option 35,156 16.14 567.4K 35,156 D
2025-08-21 D'Silva Andrew J. Officer Stock Option 6,993 7.20 50.3K 0 D
2025-08-21 Besch Doug Officer A-Award A Stock Option 35,156 16.14 567.4K 35,156 D
2025-06-11 WASSON GREGORY D Director A-Award A Common Stock 9,868 0.00 57,183 D
2025-06-11 Vos Ellen O'Connor Director A-Award A Common Stock 9,868 0.00 72,642 D
2025-06-11 Spangler Patrick D Director A-Award A Common Stock 9,868 0.00 55,335 D
2025-06-11 Lang James Paul Director A-Award A Common Stock 9,868 0.00 399,320 D
2025-06-11 KLEMA CATHY Director A-Award A Common Stock 9,868 0.00 21,620 D
2025-05-15 Silvestro Stephen L Officer A-Award A Common Stock 46,948 0.00 168,262 D
2025-05-15 Greco Theresa Officer A-Award A Common Stock 7,042 0.00 60,356 D
2025-03-14 Lang James Paul Director P-Purchase A Common Stock 321,408 7.60 2.44M 389,452 D
2025-03-01 Silvestro Stephen L Officer F-InKind D Common Stock 572 5.18 3.0K 121,314 D
2025-03-01 Odence-Ford Marion Officer M-Exempt A Common Stock 771 0.00 70,544 D
2025-02-15 Stelmakh Edward Officer F-InKind D Common Stock 2,156 6.64 14.3K 95,139 D
2025-02-15 Silvestro Stephen L Officer F-InKind D Common Stock 2,298 6.64 15.3K 119,958 D
2025-02-15 Odence-Ford Marion Officer F-InKind D Common Stock 1,479 6.64 9.8K 69,773 D
2025-02-15 Besch Doug Officer F-InKind D Common Stock 1,386 6.64 9.2K 51,605 D
2025-02-14 FEBBO WILLIAM J Director / Officer F-InKind D Common Stock 401 6.64 2.7K 600,852 D
2025-02-11 Odence-Ford Marion Officer F-InKind D Common Stock 1,386 5.60 7.8K 71,252 D
2025-02-02 KLEMA CATHY Director M-Exempt A Common Stock 5,109 0.00 11,752 D
2024-12-23 Stelmakh Edward Officer A-Award A Stock Option 77,742 4.83 375.5K 77,742 D
2024-12-23 Silvestro Stephen L Officer A-Award A Stock Option 77,742 4.83 375.5K 77,742 D
2024-12-23 Odence-Ford Marion Officer A-Award A Common Stock 41,408 0.00 68,638 D
2024-12-23 Greco Theresa Officer A-Award A Common Stock 15,528 0.00 50,873 D
2024-12-23 Besch Doug Officer A-Award A Common Stock 41,408 0.00 52,991 D
2024-12-20 Odence-Ford Marion Officer F-InKind D Common Stock 1,153 4.75 5.5K 27,230 D
2024-12-19 Stelmakh Edward Officer M-Exempt D Restricted Stock Units 5,237 0.00 10,474 D
2024-12-19 Silvestro Stephen L Officer M-Exempt D Restricted Stock Units 6,546 0.00 13,093 D
2024-12-19 Odence-Ford Marion Officer M-Exempt D Restricted Stock Units 3,927 0.00 7,856 D
2024-12-19 Besch Doug Officer F-InKind D Common Stock 577 4.75 2.7K 11,583 D
2024-12-12 FEBBO WILLIAM J Director / Officer P-Purchase A Common Stock 20,000 5.01 100.2K 601,253 D
2024-11-08 Odence-Ford Marion Officer M-Exempt A Common Stock 1,785 0.00 24,980 D
2024-11-01 Greco Theresa Officer F-InKind D Common Stock 1,693 5.15 8.7K 35,345 D
2024-10-11 Stelmakh Edward Officer M-Exempt A Common Stock 8,222 0.00 35,432 D
2024-10-03 Stelmakh Edward Officer M-Exempt A Common Stock 16,622 0.00 31,387 D
2024-10-03 Silvestro Stephen L Officer M-Exempt A Common Stock 6,649 0.00 79,495 D
2024-10-03 Odence-Ford Marion Officer M-Exempt A Common Stock 6,649 0.00 25,147 D
2024-10-03 Besch Doug Officer M-Exempt A Common Stock 3,324 0.00 11,172 D
2024-08-02 McCarthy Brian Clark Officer D Common Stock 0 0.00 0
2024-06-07 WASSON GREGORY D Director A-Award A Common Stock 13,286 0.00 47,315
2024-06-07 Vos Ellen O'Connor Director A-Award A Common Stock 13,286 0.00 62,774
2024-06-07 Spangler Patrick D Director A-Award A Common Stock 13,286 0.00 45,467
2024-06-07 Lang James Paul Director A-Award A Common Stock 13,286 0.00 68,044
2024-06-07 KLEMA CATHY Director A-Award A Common Stock 6,643 0.00 6,643
2024-06-05 WASSON GREGORY D Director M-Exempt A Common Stock 10,061 0.00 34,029
2024-06-05 Vos Ellen O'Connor Director M-Exempt D Restricted Stock Units 10,061 0.00 0
2024-06-05 Spangler Patrick D Director M-Exempt D Restricted Stock Units 10,061 0.00 0
2024-06-05 Lang James Paul Director M-Exempt D Restricted Stock Units 10,061 0.00 0
2024-06-05 HALAS GUS D Director M-Exempt D Restricted Stock Units 10,061 0.00 0
2024-05-02 Silvestro Stephen L Officer M-Exempt A Common Stock 90,000 0.00 108,261
2024-04-18 FEBBO WILLIAM J Director / Officer M-Exempt D Restricted Stock Units 28,895 0.00 57,790
2024-04-15 FEBBO WILLIAM J Director / Officer A-Award A Common Stock 60,000 0.00 538,144
2024-03-15 Silvestro Stephen L Officer A-Award A Common Stock 7,750 0.00 13,706
2024-03-01 Silvestro Stephen L Officer M-Exempt D Restricted Stock Units 1,927 0.00 1,928
2024-03-01 Odence-Ford Marion Officer M-Exempt D Restricted Stock Units 771 0.00 771
2024-02-15 Stelmakh Edward Officer A-Award A Common Stock 7,083 0.00 14,765
2024-02-15 Silvestro Stephen L Officer A-Award A Common Stock 7,750 0.00 16,906
2024-02-15 Odence-Ford Marion Officer A-Award A Common Stock 4,267 0.00 18,498
2024-02-15 FEBBO WILLIAM J Director / Officer A-Award A Common Stock 15,000 0.00 553,144
2024-02-15 Besch Doug Officer A-Award A Common Stock 4,000 0.00 7,848
2024-02-11 Odence-Ford Marion Officer F-InKind D Common Stock 1,386 15.39 21.3K 13,728
2024-02-02 KLEMA CATHY Director A-Award A Restricted Stock Units 5,109 0.00 5,109
2024-01-24 KLEMA CATHY Director 0 0.00 0
2024-01-09 Odence-Ford Marion Officer S-Sale D Common Stock 4,000 15.19 60.8K 11,114
2024-01-09 FEBBO WILLIAM J Director / Officer M-Exempt D Restricted Stock Units 9,628 0.00 0
2023-12-19 Silvestro Stephen L Officer A-Award A Restricted Stock Units 19,639 0.00 19,639
2023-12-19 Odence-Ford Marion Officer A-Award A Stock Option 11,783 12.73 150.0K 11,783
2023-12-19 Besch Doug Officer A-Award A Stock Option 5,892 12.73 75.0K 5,892
2023-11-08 Odence-Ford Marion Officer F-InKind D Common Stock 524 9.21 4.8K 15,114
2023-11-01 Greco Theresa Officer A-Award A Stock Option 35,758 8.10 289.6K 35,758
2023-10-24 Greco Theresa Officer D Common Stock 0 0.00 21,089
2023-10-11 Stelmakh Edward Officer M-Exempt A Common 8,221 0.00 28,034
2023-10-03 Stelmakh Edward Officer F-InKind D Common Stock 4,117 7.06 29.1K 17,227
2023-10-03 Silvestro Stephen L Officer M-Exempt A Common Stock 6,649 0.00 6,649
2023-10-03 Odence-Ford Marion Officer M-Exempt D Restricted Stock Units 6,649 0.00 13,298
2023-10-03 Besch Doug Officer F-InKind D Common Stock 976 7.06 6.9K 3,848
2023-06-07 WASSON GREGORY D Director M-Exempt A Common Stock 4,637 0.00 23,968
2023-06-07 Vos Ellen O'Connor Director A-Award A Restricted Stock Units 10,061 0.00 10,061
2023-06-07 Spangler Patrick D Director A-Award A Restricted Stock Units 10,061 0.00 10,061
2023-06-07 Lang James Paul Director M-Exempt D Restricted Stock Units 4,637 0.00 0
2023-06-07 HALAS GUS D Director M-Exempt D Restricted Stock Units 4,637 0.00 0
2023-04-18 FEBBO WILLIAM J Director / Officer A-Award A Restricted Stock Units 86,685 0.00 86,685
2023-03-31 WASSON GREGORY D Director M-Exempt A Common Stock 657 0.00 19,331
2023-03-31 Vos Ellen O'Connor Director M-Exempt A Common Stock 657 0.00 34,790
2023-03-31 Spangler Patrick D Director M-Exempt A Common Stock 657 0.00 17,483
2023-03-30 Lang James Paul Director M-Exempt A Common Stock 657 0.00 40,060
2023-03-30 HALAS GUS D Director M-Exempt A Common Stock 657 0.00 66,228
2023-03-01 Silvestro Stephen L Officer F-InKind D Common Stock 668 18.11 12.1K 4,459
2023-03-01 Odence-Ford Marion Officer F-InKind D Common Stock 268 18.11 4.9K 9,156
2023-03-01 Inman Todd Officer F-InKind D Common Stock 233 18.11 4.2K 538
2023-02-11 Odence-Ford Marion Officer F-InKind D Common Stock 1,422 17.34 24.7K 8,653
2023-01-07 FEBBO WILLIAM J Director / Officer M-Exempt A Common Stock 9,628 0.00 471,400
2022-12-30 WASSON GREGORY D Director M-Exempt D Restricted Stock Units 409 0.00 0
2022-12-30 Vos Ellen O'Connor Director M-Exempt D Restricted Stock Units 409 0.00 0
2022-12-30 Spangler Patrick D Director M-Exempt D Restricted Stock Units 409 0.00 0
2022-12-30 Lang James Paul Director M-Exempt A Common Stock 409 0.00 39,403
2022-12-30 HALAS GUS D Director M-Exempt A Common Stock 409 0.00 65,571
2022-11-08 Odence-Ford Marion Officer M-Exempt D Restricted Stock Units 1,785 0.00 3,570
2022-10-11 Stelmakh Edward Officer M-Exempt D Restricted Stock Units 8,221 0.00 16,443
2022-10-03 Stelmakh Edward Officer A-Award A Restricted Stock Units 49,867 0.00 49,867
2022-10-03 Silvestro Stephen L Officer A-Award A Restricted Stock Units 19,947 0.00 19,947
2022-10-03 Odence-Ford Marion Officer A-Award A Restricted Stock Units 19,947 0.00 19,947
2022-10-03 Inman Todd Officer A-Award A Restricted Stock Units 9,973 0.00 9,973
2022-10-03 Besch Doug Officer A-Award A Restricted Stock Units 9,973 0.00 9,973
2022-09-29 WASSON GREGORY D Director M-Exempt A Common Stock 334 0.00 18,265
2022-09-29 Vos Ellen O'Connor Director M-Exempt D Restricted Stock Units 334 0.00 0
2022-09-29 Spangler Patrick D Director M-Exempt A Common Stock 334 0.00 16,417
2022-09-29 Lang James Paul Director M-Exempt D Restricted Stock Units 334 0.00 0
2022-09-29 HALAS GUS D Director M-Exempt A Restricted Stock Units 334 0.00 0
2022-08-26 Odence-Ford Marion Officer P-Purchase A Common Stock 1,000 15.75 15.8K 5,000
2022-08-22 FEBBO WILLIAM J Director / Officer P-Purchase A Common Stock 10,700 15.29 163.6K 461,772
2022-08-19 Lang James Paul Director P-Purchase A Common Stock 6,000 16.45 98.7K 38,660
2022-08-19 FEBBO WILLIAM J Officer P-Purchase A Common Stock 5,400 16.18 87.4K 451,072
2022-08-16 Vos Ellen O'Connor Director 0 0.00 0
2022-08-16 Silvestro Stephen L Officer P-Purchase A Common Stock 3,200 15.66 50.1K 3,200
2022-08-15 Stelmakh Edward Officer P-Purchase A Common Stock 3,000 15.43 46.3K 3,000
2022-06-09 WASSON GREGORY D Director A-Award A Restricted Stock Units 4,637 0.00 4,637
2022-06-09 Vos Ellen O'Connor Director A-Award A Restricted Stock Units 4,637 0.00 4,637
2022-06-09 Spangler Patrick D Director A-Award A Restricted Stock Units 4,637 0.00 4,637
2022-06-09 Lang James Paul Director A-Award A Restricted Stock Units 4,637 0.00 4,637
2022-06-09 HALAS GUS D Director A-Award A Restricted Stock Units 4,637 0.00 4,637
2022-03-30 WASSON GREGORY D Director A-Award A Restricted Stock Units 657 0.00 657
2022-03-30 Vos Ellen O'Connor Director A-Award A Restricted Stock Units 657 0.00 657
2022-03-30 Spangler Patrick D Director A-Award A Restricted Stock Units 657 0.00 657
2022-03-30 Lang James Paul Director A-Award A Restricted Stock Units 657 0.00 657
2022-03-30 HALAS GUS D Director A-Award A Restricted Stock Units 657 0.00 657
2022-03-01 Silvestro Stephen L Officer A-Award A Stock Option 11,726 43.24 507.0K 11,726
2022-03-01 Odence-Ford Marion Officer A-Award A Stock Option 4,690 43.24 202.8K 4,690
2022-03-01 Inman Todd Officer A-Award A Restricted Stock Units 2,313 0.00 2,313
2022-02-18 FEBBO WILLIAM J Director / Officer S-Sale D Common Stock 9,200 43.38 399.1K 453,138
2022-02-11 Odence-Ford Marion Officer M-Exempt D Restricted Stock Units 4,000 0.00 16,000
2022-02-03 Inman Todd Officer D Option 10,000 10.98 109.8K 0
2022-01-18 FEBBO WILLIAM J Director / Officer S-Sale D Common Stock 8,140 46.92 381.9K 470,864
2022-01-07 FEBBO WILLIAM J Director / Officer F-InKind A Common Stock 9,627 0.00 479,004
2021-12-30 WASSON GREGORY D Director A-Award A Restricted Stock Units 409 0.00 743
2021-12-30 Vos Ellen O'Connor Director A-Award A Restricted Stock Units 409 0.00 743
2021-12-30 Spangler Patrick D Director A-Award A Restricted Stock Units 409 0.00 743
2021-12-30 Lang James Paul Director A-Award A Restricted Stock Units 409 0.00 743
2021-12-30 HALAS GUS D Director A-Award A Restricted Stock Units 409 0.00 743
2021-12-17 Silvestro Stephen L Officer M-Exempt D Stock Option 13,241 7.51 99.4K 38,511
2021-12-15 FEBBO WILLIAM J Director / Officer S-Sale D Common Stock (pursuant to 10B5-1 plan) 16,666 54.55 909.1K 469,377
2021-12-02 Paramore Miriam J Officer M-Exempt D Stock Option 3,558 7.51 26.7K 90,760
2021-11-17 Silvestro Stephen L Officer S-Sale D Common Stock pursuant to 10B5-1 plan 13,241 73.98 979.6K 0
2021-11-15 FEBBO WILLIAM J Director / Officer S-Sale D Common Stock (pursuant to 10B5-1 plan) 16,666 82.18 1.37M 486,043
2021-11-11 Spangler Patrick D Director S-Sale D Common Stock (pursuant to 10B5-1 plan) 6,252 84.38 527.5K 16,083
2021-11-08 Odence-Ford Marion Officer A-Award D Restricted Stock Units 5,355 0.00 25,335
2021-11-02 Paramore Miriam J Officer M-Exempt D Stock Option 15,000 7.51 112.7K 94,318
2021-10-18 Silvestro Stephen L Officer M-Exempt A Common Stock 13,241 7.51 99.4K 13,241
2021-10-15 FEBBO WILLIAM J Director / Officer A-Award A Performance Stock Units 182,398 0.00 182,398
2021-10-11 Stelmakh Edward Officer A-Award A Stock Option 25,191 81.09 2.04M 25,191
2021-10-05 BAKER DOUGLAS P Officer M-Exempt A Common Stock 10,000 7.51 75.1K 44,796
2021-10-04 Paramore Miriam J Officer M-Exempt D Stock Option 15,000 7.51 112.7K 109,318
2021-09-29 WASSON GREGORY D Director A-Award A Restricted Stock Units 334 0.00 334
2021-09-29 Vos Ellen O'Connor Director A-Award A Restricted Stock Units 334 0.00 334
2021-09-29 Spangler Patrick D Director A-Award A Restricted Stock Units 334 0.00 334
2021-09-29 Lang James Paul Director A-Award A Restricted Stock Units 334 0.00 334
2021-09-29 HALAS GUS D Director A-Award A Restricted Stock Units 334 0.00 334
2021-09-28 BAKER DOUGLAS P Officer S-Sale D Common Stock (pursuant to 10B5-1 plan) 2,000 74.66 149.3K 38,796
2021-09-21 BAKER DOUGLAS P Officer S-Sale D Common Stock (pursuant to 10B5-1 plan) 4,000 70.59 282.4K 40,796
2021-09-17 Silvestro Stephen L Officer M-Exempt D Stock Option 13,242 7.51 99.4K 78,234
2021-09-15 FEBBO WILLIAM J Director / Officer S-Sale D Common Stock (pursuant to 10B5-1 plan) 16,666 65.74 1.10M 519,375
2021-09-14 BAKER DOUGLAS P Officer S-Sale D Common Stock (pursuant to 10B5-1 plan) 3,768 65.57 247.1K 44,796
2021-09-13 FEBBO WILLIAM J Director / Officer G-Gift D Common Stock 8,600 0.00 536,041
2021-09-08 BAKER DOUGLAS P Officer M-Exempt A Common Stock 10,000 7.51 75.1K 58,564
2021-09-07 BAKER DOUGLAS P Officer S-Sale D Common Stock (pursuant to 10B5-1 plan) 2,232 70.53 157.4K 48,564
2021-09-02 Paramore Miriam J Officer S-Sale D Common Stock Pursuant to 10B5-1 Plan 15,000 68.39 1.03M 74,607
2021-08-31 BAKER DOUGLAS P Officer S-Sale D Common Stock (pursuant to 10B5-1 plan) 4,000 66.62 266.5K 50,796
2021-08-24 BAKER DOUGLAS P Officer S-Sale D Common Stock (pursuant to 10B5-1 plan) 4,000 61.50 246.0K 54,796
2021-08-20 BAKER DOUGLAS P Officer S-Sale D Common Stock (pursuant to 10B5-1 plan) 5,000 58.45 292.3K 58,796
2021-08-17 Silvestro Stephen L Officer M-Exempt D Stock Option 13,242 7.51 99.4K 91,476
2021-08-17 BAKER DOUGLAS P Officer S-Sale D Common Stock (pursuant to 10B5-1 plan) 4,000 58.46 233.8K 63,796

Executive team

Top executives
EBIT / Employee
88.7K
Shares Outstanding
18.76M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Stephen Silvestro Chief Executive Officer 500.0K 752.2K 834.3K 627.6K 3.6K 2.72M 58.38%
2 2025 Theresa Greco Chief Commercial Officer 367.5K 353.2K 409.3K 398.5K 15.8K 1.54M 49.38%
3 2025 Edward Stelmakh Chief Financial & Strategy Officer 450.0K 252.2K 334.3K 471.9K 15.8K 1.52M 38.48%
4 2024 William J. Febbo Former Chief Executive Officer 450.0K 678.9K 1.14M 2.27M 29.88%
5 2024 Edward Stelmakh Chief Financial & Strategy Officer 425.0K 230.8K 200.0K 137.7K 15.8K 1.01M 42.69%
6 2024 Edward Stelmakh Chief Financial Officer & Chief Operations Officer 425.0K 230.8K 200.0K 137.7K 15.8K 1.01M 42.69%
7 2024 Stephen Silvestro Chief Executive Officer 400.0K 228.2K 200.0K 141.4K 3.6K 973.1K 44.00%
8 2024 Stephen L. Silvestro President, Former Chief Commercial Officer 400.0K 228.2K 200.0K 141.4K 3.6K 973.1K 44.00%
9 2023 William J. Febbo Chief Executive Officer 450.0K 56.3K 963.2K 963.2K 337.5K 19.4K 2.79M 69.06%
10 2023 William J. Febbo Former Chief Executive Officer 450.0K 56.3K 963.2K 963.2K 337.5K 19.4K 2.79M 69.06%
11 2023 Stephen L. Silvestro President, Former Chief Commercial Officer 384.6K 29.1K 250.0K 128.7K 174.4K 3.6K 970.4K 39.03%
12 2023 Edward Stelmakh Chief Financial Officer & Chief Operations Officer 425.0K 26.6K 200.0K 103.0K 159.4K 15.8K 929.7K 32.59%
13 2022 Stephen L. Silvestro President, Former Chief Commercial Officer 330.0K 105.0K 550.0K 550.0K 3.6K 15.59M 7.06%
14 2022 Edward Stelmakh Chief Financial Officer & Chief Operations Officer 425.0K 106.3K 750.0K 750.0K 15.8K 2.05M 73.28%
15 2022 Stephen L. Silvestro Chief Commercial Officer 350.0K 105.0K 550.0K 550.0K 3.6K 1.56M 70.58%
16 2022 William J. Febbo Chief Executive Officer 450.0K 225.0K 19.4K 694.4K 0.00%
17 2021 William J. Febbo Chief Executive Officer 410.4K 13.58M 610.5K 15.6K 14.62M 92.91%
18 2021 Edward Stelmakh Chief Financial Officer & Chief Operations Officer 96.7K 2.00M 1.00M 72.1K 3.17M 94.67%
19 2021 Edward Stelmakh Chief Financial Officer & Chief Operating Officer 96.7K 2.00M 1.00M 72.1K 3.17M 94.67%
20 2021 Marion K. Odence-Ford General Counsel & Chief Compliance Officer 251.4K 1.58M 499.9K 139.3K 8.2K 2.48M 83.90%
21 2021 Stephen L. Silvestro Chief Commercial Officer 330.0K 690.1K 223.8K 1.24M 55.48%
22 2020 William J. Febbo Chief Executive Officer 350.0K 639.0K 261.2K 15.4K 1.27M 50.49%
23 2020 Stephen L. Silvestro Chief Commercial Officer 300.0K 185.6K 380.6K 866.2K 43.94%
24 2020 Miriam Paramore President 275.0K 136.8K 228.4K 11.4K 651.6K 35.05%
25 2019 Stephen L. Silvestro Chief Commercial Officer 188.8K 82.7K 938.7K 1.12M 83.80%
26 2019 Stephen L.Silvestro Chief Commercial Officer 188.8K 82.7K 938.7K 1.12M 83.80%
27 2019 William J. Febbo Chief Executive Officer 300.0K 127.0K 391.8K 15.2K 834.0K 46.98%
28 2019 William J. Febbo CEO, Director 300.0K 127.0K 391.8K 15.2K 834.0K 46.98%
29 2019 Miriam Paramore President 250.0K 70.6K 130.6K 11.2K 462.4K 28.25%
30 2019 Douglas P. Baker CFO 240.0K 67.7K 130.6K 11.2K 449.5K 29.05%
31 2018 William J. Febbo CEO, Director 275.0K 294.8K 336.0K 17.3K 923.1K 36.40%
32 2018 Terence J. Hamilton SVP of Sales 210.0K 219.0K 70.0K 12.6K 511.6K 13.68%
33 2018 Miriam Paramore President 232.5K 131.8K 70.0K 11.0K 445.3K 15.72%
34 2018 Douglas P. Baker CFO 220.0K 124.7K 70.0K 11.0K 425.7K 16.44%
35 2017 Miriam Paramore President 91.7K 46.0K 330.0K 24.8K 492.4K 67.00%
36 2017 Douglas P. Baker CFO 200.0K 95.3K 134.1K 9.8K 439.2K 30.53%
37 2017 William J. Febbo CEO, Director 250.0K 156.9K 15.0K 421.9K 0.00%
38 2017 Terence J. Hamilton SVP of Sales 200.0K 100.4K 89.4K 10.4K 400.2K 22.33%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-30 DEF 14A
2025-04-30 DEF 14A
2025-03-11 DEFA14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-04-30 DEF 14A
2026-04-30 ARS
2026-04-22 3
2026-04-09 8-K
2026-03-30 8-K
2026-03-27 SC 13G/A
2026-03-12 10-K
2026-03-05 8-K
2026-02-13 4
2025-12-23 4/A

Executive team

NameTitleCompensationGender
Stephen L. Silvestro Chief Executive Officer & Director 1M male
Edward Stelmakh Chief Financial & Strategic Officer 937.7K male
Theresa Greco Chief Commercial Officer 781.8K female
Marion Odence-Ford Chief Legal & Administrative Officer 428.1K female
Andrew Jacob D'Silva Chief Business Officer male
Sheryl Kearney Human Resources Manager female
Maira Alejandra Media Relations Manager female
Brendan Merrell Chief Operating Officer male
Doug Besch Chief Product Officer & Chief Technology Officer
Heather Favazza Controller female
ESG Rating
B
MEDICAL - HEALTHCARE INFORMATION SERVICES
2025
E (Environmental)
73.3 / 63.0
Company / Sector avg.
S (Social)
83.0 / 69.8
Company / Sector avg.
G (Governance)
67.0 / 68.0
Company / Sector avg.
ESG Total
74.4 / 66.9
Company / Sector avg.
ESG Score History MEDICAL - HEALTHCARE INFORMATION SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend history

Earnings history

Earnings reports

Stock splits