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Ocean Power Technologies, Inc. (OPTT)

USD0.21 +0.01 (+4.14%)
US AMEX Industrials Electrical Equipment & Parts
Address 28 Engelhard Drive 8831
Monroe Township, NJ, US
CEO Philipp Stratmann
IPO 2007-04-25
CIK 1378140 ISIN US6748705067

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Description

Ocean Power Technologies, Inc. (OPTT) is a company dedicated to creating and deploying exclusive technologies that convert the sustainable power of ocean waves into electricity. The firm operates globally, with a presence in North America, South America, Europe, and Asia. A primary offering is their PB3 PowerBuoy system, engineered to provide autonomous power generation for remote offshore locations, independent of traditional electrical grids. Beyond this, OPTT's product line includes hybrid PowerBuoy solutions and subsea battery systems. They also furnish essential supporting services such as software development, control systems, sensor integration, and expert marine installation. The company extends its capabilities to deliver distributed offshore power and critical communication infrastructure for diverse remote surface and subsea applications. These solutions cater to key sectors including defense and security, the offshore oil and gas industry, scientific research, and offshore wind energy. Furthermore, OPTT offers its Wave Adaptive Modular Vessel (WAM-V) technology, which significantly enhances the mobility and operational range of uncrewed maritime systems. This includes leasing WAM-V robotics and providing access to associated information. Their expertise also covers maritime domain awareness solutions and strategic consulting. Finally, the company provides a comprehensive suite of offshore data services, encompassing collection, integration, analysis, and real-time communication for various purposes. OPTT primarily serves a diverse client base of both governmental agencies and private organizations that require dependable power solutions in distant marine environments. Established in 1984, Ocean Power Technologies, Inc. is headquartered in Monroe Township, New Jersey.

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
USD0.21 +0.01 (+4.14%)
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Volume Profile
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Liquidity & share structure
Average Volume
4M
Beta
2.53
Float Shares
159.96M
Free Float %
88.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-4.24% +3.97% +4.29% -4.56% -12.00% +25.60% -22.63% -27.54% -84.68% -98.77% -99.99%
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 (1 ratings, all time) Buy
Price Targets & DCF
Current price
0.21
Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 2 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
-12.95
Distress
Piotroski F-Score
1 / 9
Weak
MOAT Score
0 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Electrical Equipment & Parts: +13.1%
    +6.1% Q1'26: -37.8% (vs Q1'25)
  • EPS growth Electrical Equipment & Parts: +22.4%
    +63.8% Q1'26: -27.7% (vs Q1'25)
  • FCF margin FCF growth · Electrical Equipment & Parts: +27.2%
    -422.0% Q1'26: -1,330.0% (vs Q1'25)
  • EBIT margin Electrical Equipment & Parts: +8.2%
    -384.7% Q1'26: -1,777.4% (vs Q1'25)
  • ROIC Electrical Equipment & Parts: +6.4%
    -103.7% Q1'26: -169.0% (vs Q1'25)
  • Share dilution Electrical Equipment & Parts: +0.0%
    +115.0% Q1'26: +1,225.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Electrical Equipment & Parts: -0.54×
    -0.09× Q1'26: -0.25× (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 (2.55) × ERP
WACC = 96% × Ke + 4% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 0.21
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 Apr 2020
actual
Apr 2021
actual
Apr 2022
actual
Apr 2023
actual
Apr 2024
actual
Apr 2026
1 Rev. Ana.
2 EPS Ana.
Apr 2027
1 Rev. Ana.
2 EPS Ana.
Apr 2028
1 Rev. Ana.
1 EPS Ana.
Apr 2029
1 Rev. Ana.
1 EPS Ana.
Apr 2030
1 Rev. Ana.
Revenue
1.68M
est: 1.90M (-11.5%)
1.21M
est: 4.70M (-74.3%)
1.76M
est: 8.23M (-78.6%)
2.73M
est: 20.57M (-86.7%)
5.53M
est: 39.09M (-85.9%)
6.10M
5.44M – 6.77M
-84.4% YoY
18.45M
16.44M – 20.46M
+202.4% YoY
34.62M
30.85M – 38.40M
+87.7% YoY
57.56M
51.29M – 63.84M
+66.3% YoY
90.85M
80.95M – 100.75M
+57.8% YoY
EBITDA
-11.01M
est: -1.90M (-479.5%)
-13.22M
est: -4.70M (-181.3%)
-21.10M
est: -8.23M (-156.4%)
-27.47M
est: -20.57M (-33.5%)
-28.24M
est: -39.09M (+27.7%)
-6.10M
-6.77M – -5.44M
+84.4% YoY
-18.45M
-20.46M – -16.44M
-202.4% YoY
-34.62M
-38.40M – -30.85M
-87.7% YoY
-57.56M
-63.84M – -51.29M
-66.3% YoY
-90.85M
-100.75M – -80.95M
-57.8% YoY
EBIT
-11.37M
est: -1.90M (-498.2%)
-13.59M
est: -4.70M (-189.2%)
-21.61M
est: -8.23M (-162.6%)
-28.10M
est: -20.57M (-36.6%)
-29.40M
est: -39.09M (+24.8%)
-6.10M
-6.77M – -5.44M
+84.4% YoY
-18.45M
-20.46M – -16.44M
-202.4% YoY
-34.62M
-38.40M – -30.85M
-87.7% YoY
-57.56M
-63.84M – -51.29M
-66.3% YoY
-90.85M
-100.75M – -80.95M
-57.8% YoY
Net Income
-10.35M
est: -14.34B (+99.9%)
-15.85M
est: -5.66B (+99.7%)
-18.87M
est: -5.31B (+99.6%)
-26.33M
est: -2.64B (+99.0%)
-27.48M
est: 329.98M (-108.3%)
-24.11M
-25.38M – -22.84M
-107.3% YoY
-12.95M
-13.38M – -12.53M
+46.3% YoY
-8.88M
-10.14M – -7.63M
+31.4% YoY
-5.08M
-5.80M – -4.36M
+42.9% YoY
— – —
+100.0% YoY
SGA
6.92M
est: 11.18M (-38.1%)
7.77M
est: 27.65M (-71.9%)
11.91M
est: 48.42M (-75.4%)
28.34M
est: 121.04M (-76.6%)
32.23M
est: 229.97M (-86.0%)
35.89M
31.98M – 39.81M
-84.4% YoY
108.54M
96.71M – 120.37M
+202.4% YoY
203.72M
181.52M – 225.92M
+87.7% YoY
338.70M
301.79M – 375.61M
+66.3% YoY
534.53M
476.28M – 592.79M
+57.8% YoY
EPS
-1.44
est: -113.00 (+98.7%)
-0.53
est: -44.60 (+98.8%)
-0.35
est: -41.80 (+99.2%)
-0.47
est: -20.80 (+97.7%)
-0.47
est: 2.60 (-118.1%)
-0.19
-0.20 – -0.18
-107.3% YoY
-0.10
-0.11 – -0.10
+46.3% YoY
-0.07
-0.08 – -0.06
+31.4% YoY
-0.04
-0.05 – -0.03
+42.9% YoY
— – —
+100.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-05-27 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-05-26 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-05-22 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-05-21 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-05-20 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-05-19 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-05-18 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-05-15 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-05-14 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-05-13 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-05-12 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-05-11 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-05-08 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-05-07 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-05-06 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-05-05 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-05-04 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-05-01 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-04-30 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-04-29 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-04-28 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-04-27 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-04-24 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-04-23 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-22 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-21 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-20 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-17 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-16 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-28.43M
OE per share TTM
-0.02
Owner's Yield
-3.86%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
96.8%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
75
Total invested
8.88M
Insider transactions (90d)
0
Beneficial owners (>5%)
12
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Alumni Capital LP, 10.42M 9.48% 10.42M 10.42M PN Delaware 2024-09-24
2 Paragon Technologies, Inc. 2.30M 3.90% 2.30M 2.30M CO Delaware 2023-10-10
3 Paragon Technologies, Inc. 2.18M 3.90% 2.18M 2.18M CO Delaware 2023-07-07
4 Edward C. Johnson 3d 1.17M 11.49% 1.17M IN United States of America 2007-06-11
5 FMR Corp. 1.17M 11.49% 402.8K 1.17M HC Delaware 2007-06-11
6 FiveMore Special Situations Fund Ltd 856.1K 4.65% 856.1K 10.00 OO Grand Cayman, Cayman Islands 2015-10-14
7 FiveT Capital AG 856.1K 4.65% 856.1K 10.00 IA Zurich, Switzerland 2015-10-14
8 Sander Gerber 717.4K 2.28% 717.4K IN United States 2021-02-10
9 Hudson Bay Capital Management LP 717.3K 2.28% 717.3K PN State of Delaware 2021-02-10
10 CVI Investments, Inc. 300.0K 5.40% 300.0K 300.0K CO Cayman Islands 2016-10-21
11 Heights Capital Management, Inc. 300.0K 5.40% 300.0K 300.0K CO Delaware 2016-10-21
12 13G 287.5K 9.99% 287.5K 287.5K HC, OO Texas 2019-04-17

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
75
+16 vs prev Q
New positions
26
Closed positions
11
Increased
42
Reduced
8
Put/Call ratio
0.45
Calls held
806.7K
Puts held
362.7K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 50.5K +50.5K (+100.0%) 15.15M +15.2M (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD0.30 +0.0% 1 qtrs NEW
2 VANGUARD GROUP INC 6.94M +— (+0.0%) 2.08M -1.4M (-40.5%) 0.38% -0.023 pp 0.00% +0.000 pp USD1.05 -71.4% 27 qtrs
3 BLACKROCK, INC. 2.82M +— (+0.0%) 845.4K -574.0K (-40.4%) 0.15% -0.009 pp 0.00% +0.000 pp USD0.39 -23.1% 6 qtrs
4 GEODE CAPITAL MANAGEMENT, LLC 1.87M +15.9K (+0.9%) 560.6K -372.7K (-39.9%) 0.10% -0.005 pp 0.00% +0.000 pp USD0.99 -69.7% 21 qtrs
5 UBS GROUP AG 1.70M +1.6M (+1,085.6%) 510.2K +437.9K (+605.7%) 0.09% +0.084 pp 0.00% +0.000 pp USD0.31 -3.2% 21 qtrs
6 STATE STREET CORP 786.4K +— (+0.0%) 235.9K -160.2K (-40.4%) 0.04% -0.003 pp 0.00% +0.000 pp USD0.87 -65.5% 19 qtrs
7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 462.2K +260.0K (+128.6%) 139.0K +37.0K (+36.3%) 0.03% +0.014 pp 0.00% +0.000 pp USD0.38 -21.1% 3 qtrs
8 GROUP ONE TRADING, L.P. 369.4K +247.3K (+202.6%) 110.8K +49.3K (+80.2%) 0.02% +0.013 pp 0.00% +0.000 pp USD0.37 -18.9% 2 qtrs
9 NORTHERN TRUST CORP 349.4K +72.5K (+26.2%) 104.8K -34.6K (-24.8%) 0.02% +0.003 pp 0.00% +0.000 pp USD0.84 -64.3% 21 qtrs
10 HAMILTON CAPITAL PARTNERS, LLC 301.9K +301.9K (+100.0%) 90.6K +90.6K (+100.0%) 0.02% +0.016 pp 0.03% +0.030 pp USD0.30 +0.0% 1 qtrs NEW
11 VIRTU FINANCIAL LLC 245.4K +99.5K (+68.3%) 74.0K +1.0K (+1.4%) 0.01% +0.005 pp 0.00% -0.001 pp USD0.42 -28.6% 6 qtrs
12 SIMPLEX TRADING, LLC 181.0K +6.1K (+3.5%) 54.3K -33.7K (-38.3%) 0.01% 0.000 pp 0.00% +0.000 pp USD0.46 -34.8% 4 qtrs
13 ESSEX INVESTMENT MANAGEMENT CO LLC 174.6K -30.5K (-14.9%) 52.4K -50.9K (-49.3%) 0.01% -0.002 pp 0.01% -0.008 pp USD0.50 -40.0% 2 qtrs
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 156.1K -504.1K (-76.4%) 46.8K -283.3K (-85.8%) 0.01% -0.030 pp 0.00% +0.000 pp USD0.76 -60.5% 6 qtrs
15 J.W. COLE ADVISORS, INC. 73.2K -2.0K (-2.7%) 21.9K -16.0K (-42.1%) 0.00% 0.000 pp 0.00% 0.000 pp USD0.46 -34.8% 4 qtrs
16 ADVISOR GROUP HOLDINGS, INC. 70.2K +39.5K (+128.7%) 21.0K +5.6K (+36.5%) 0.00% +0.002 pp 0.00% +0.000 pp USD0.39 -23.1% 21 qtrs
17 ADVISORY SERVICES NETWORK, LLC 65.0K +65.0K (+100.0%) 19.5K +19.5K (+100.0%) 0.00% +0.004 pp 0.00% +0.000 pp USD0.30 +0.0% 1 qtrs NEW
18 CITADEL ADVISORS LLC 56.4K -114.7K (-67.0%) 16.9K -69.3K (-80.4%) 0.00% -0.007 pp 0.00% +0.000 pp USD0.77 -61.0% 6 qtrs
19 TWO SIGMA SECURITIES, LLC 53.2K +42.2K (+381.2%) 16.0K +10.4K (+186.6%) 0.00% +0.002 pp 0.00% +0.001 pp USD0.34 -11.8% 2 qtrs
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 50.0K +— (+0.0%) 15.0K -10.2K (-40.4%) 0.00% 0.000 pp 0.00% +0.000 pp USD0.46 -34.8% 4 qtrs
21 LEGATO CAPITAL MANAGEMENT LLC 48.3K +— (+0.0%) 14.5K -9.8K (-40.4%) 0.00% 0.000 pp 0.00% -0.001 pp USD0.50 -40.0% 2 qtrs
22 SARGENT INVESTMENT GROUP, LLC 44.8K +800.0 (+1.8%) 13.4K -8.7K (-39.4%) 0.00% 0.000 pp 0.00% -0.002 pp USD0.61 -50.8% 6 qtrs
23 BAADER BANK AKTIENGESELLSCHAFT 34.2K +34.2K (+100.0%) 6.3K +6.3K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD0.30 +0.0% 7 qtrs
24 WESTERN WEALTH MANAGEMENT, LLC 20.0K +3.0K (+17.7%) 6.0K -2.6K (-29.9%) 0.00% +0.000 pp 0.00% 0.000 pp USD0.47 -36.2% 2 qtrs
25 JANE STREET GROUP, LLC 19.1K +6.6K (+52.8%) 5.7K -566.0 (-9.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD0.72 -58.3% 5 qtrs
26 CAPTRUST FINANCIAL ADVISORS 19.0K +19.0K (+100.0%) 5.7K +5.7K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD0.30 +0.0% 1 qtrs NEW
27 RICHMOND BROTHERS, INC. 18.4K +4.4K (+31.4%) 5.5K -1.5K (-21.7%) 0.00% +0.000 pp 0.00% -0.001 pp USD0.42 -28.6% 4 qtrs
28 VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC 17.4K +— (+0.0%) 5.2K -3.6K (-40.4%) 0.00% 0.000 pp 0.00% +0.000 pp USD0.47 -36.2% 3 qtrs
29 SOVEREIGN FINANCIAL GROUP, INC. 17.0K +— (+0.0%) 5.1K -3.5K (-40.4%) 0.00% 0.000 pp 0.00% -0.001 pp USD0.96 -68.8% 5 qtrs
30 SBI SECURITIES CO., LTD. 16.8K -4.5K (-21.1%) 5.0K -5.7K (-53.0%) 0.00% 0.000 pp 0.00% 0.000 pp USD0.89 -66.3% 5 qtrs
31 MORTON BROWN FAMILY WEALTH, LLC 14.3K +14.3K (+100.0%) 4.3K +4.3K (+100.0%) 0.00% +0.001 pp 0.00% +0.001 pp USD0.30 +0.0% 1 qtrs NEW
32 MARINER, LLC 13.1K +— (+0.0%) 3.9K -2.7K (-40.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD0.48 -37.5% 3 qtrs
33 CREATIVE PLANNING 11.9K -5.8K (-32.9%) 3.6K -5.3K (-60.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD0.48 -37.5% 4 qtrs
34 BANK OF NEW YORK MELLON CORP 11.2K +— (+0.0%) 3.4K -2.3K (-40.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD0.50 -40.0% 2 qtrs
35 TOWER RESEARCH CAPITAL LLC (TRC) 10.8K +5.4K (+100.3%) 3.2K +525.0 (+19.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD0.40 -25.0% 2 qtrs
36 PROMETHIUM ADVISORS,LLC 10.0K +— (+0.0%) 3.0K -2.0K (-40.4%) 0.00% +0.000 pp 0.00% -0.001 pp USD0.16 +87.5% 6 qtrs
37 IFP ADVISORS, INC 10.0K +— (+0.0%) 3.0K -2.0K (-40.4%) 0.00% +0.000 pp 0.00% 0.000 pp USD0.28 +7.1% 7 qtrs
38 MORGAN STANLEY 8.0K -27.5K (-77.5%) 2.4K -15.5K (-86.6%) 0.00% -0.002 pp 0.00% +0.000 pp USD1.51 -80.1% 20 qtrs
39 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 5.9K +— (+0.0%) 1.8K -1.2K (-40.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD0.32 -6.3% 9 qtrs
40 LARSON FINANCIAL GROUP LLC 4.6K +— (+0.0%) 1.4K -939.0 (-40.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD0.47 -36.2% 3 qtrs
41 BANK OF AMERICA CORP /DE/ 2.5K -3.8K (-60.9%) 739.00 -2.4K (-76.7%) 0.00% 0.000 pp 0.00% +0.000 pp USD0.94 -68.1% 20 qtrs
42 CITIGROUP INC 1.6K +1.6K (+100.0%) 470.00 +470.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD0.30 +0.0% 3 qtrs
43 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 603.00 +— (+0.0%) 181.00 -123.0 (-40.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD0.45 -33.3% 4 qtrs
44 ALLWORTH FINANCIAL LP 586.00 +— (+0.0%) 176.00 -120.0 (-40.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.02 -70.6% 5 qtrs
45 CAPE INVESTMENT ADVISORY, INC. 500.00 +— (+0.0%) 150.00 -102.0 (-40.5%) 0.00% +0.000 pp 0.00% 0.000 pp USD0.53 -43.4% 12 qtrs
46 CORECAP ADVISORS, LLC 250.00 +— (+0.0%) 75.00 -51.0 (-40.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD0.15 +100.0% 8 qtrs
47 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 200.00 +200.0 (+100.0%) 60.00 +60.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD0.30 +0.0% 1 qtrs NEW
48 ASSETMARK, INC 200.00 +— (+0.0%) 60.00 -41.0 (-40.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD0.16 +87.5% 6 qtrs
49 JONES FINANCIAL COMPANIES LLLP 100.00 +— (+0.0%) 30.00 -22.0 (-42.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.02 -70.6% 5 qtrs
50 SAGEVIEW ADVISORY GROUP, LLC 45.00 +45.0 (+100.0%) 14.00 +14.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD0.29 +3.4% 1 qtrs NEW
51 TD WATERHOUSE CANADA INC. 43.00 +— (+0.0%) 13.00 -9.0 (-40.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD0.14 +114.3% 6 qtrs
52 EVELYN PARTNERS INVESTMENT MANAGEMENT SERVICES LTD 2.00 +2.0 (+100.0%) 1.00 +1.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 4 qtrs
53 FMR LLC 3.00 -1.3K (-99.8%) 1.00 -651.0 (-99.8%) 0.00% 0.000 pp 0.00% +0.000 pp USD0.33 -9.1% 5 qtrs
54 PENBROOK MANAGEMENT LLC -15.0K (-100.0%) -7.6K (-100.0%) 0.00% -0.001 pp 0.00% -0.005 pp USD 5 qtrs SOLD
55 RENAISSANCE TECHNOLOGIES LLC -485.6K (-100.0%) -244.6K (-100.0%) 0.00% -0.028 pp 0.00% 0.000 pp USD 3 qtrs SOLD
56 CONNECTIVE CAPITAL MANAGEMENT, LLC -1.2M (-100.0%) -593.5K (-100.0%) 0.00% -0.068 pp 0.00% -0.545 pp USD 2 qtrs SOLD
57 JPMORGAN CHASE & CO -364.0 (-100.0%) -183.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 10 qtrs SOLD
58 FARTHER FINANCE ADVISORS, LLC -75.0 (-100.0%) -38.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
59 HRT FINANCIAL LP -235.9K (-100.0%) -118.0K (-100.0%) 0.00% -0.014 pp 0.00% 0.000 pp USD 2 qtrs SOLD
60 LPL FINANCIAL LLC -18.7K (-100.0%) -9.4K (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 5 qtrs SOLD
61 WASHINGTON TRUST ADVISORS, INC. -1.0 (-100.0%) -1.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
62 EVELYN PARTNERS ASSET MANAGEMENT LTD -2.0 (-100.0%) -117.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 5 qtrs SOLD
63 XTX TOPCO LTD -20.2K (-100.0%) -10.2K (-100.0%) 0.00% -0.001 pp 0.00% -0.001 pp USD 2 qtrs SOLD
64 SANCTUARY ADVISORS, LLC -11.5K (-100.0%) -5.2K (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 5 qtrs SOLD
65 SQUAREPOINT OPS LLC -256.7K (-100.0%) -129.3K (-100.0%) 0.00% -0.015 pp 0.00% 0.000 pp USD 2 qtrs SOLD
66 R SQUARED LTD -15.0K (-100.0%) -7.5K (-100.0%) 0.00% -0.001 pp 0.00% -0.003 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 11 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Vanguard Extended Market ETF VXF 0.00% 818.5K 0.05%
2 Vanguard U.S. Total Market Shares Index ETF VTS.AX 0.00% 4.9K 0.03%
3 Vanguard U.S. Total Market Index ETF VUN.TO 0.00% 13.4K 0.17%
4 Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO 0.00% 993.16 0.17%
5 Vanguard Total Stock Market ETF VTI 0.00% 2.30M 0.03%
6 Vanguard All-Equity ETF Portfolio VEQT.TO 0.00% 5.0K 0.22%
7 Vanguard Growth ETF Portfolio VGRO.TO 0.00% 2.7K 0.22%
8 Vanguard Balanced ETF Portfolio VBAL.TO 0.00% 1.1K 0.22%
9 Vanguard Conservative ETF Portfolio VCNS.TO 0.00% 122.05 0.22%
10 Vanguard Conservative Income ETF Portfolio VCIP.TO 0.00% 17.18 0.22%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
6.40
Bullish
Ratio by volume
3.00
Bullish
Buys
32
Sells
5
Shares acquired
11.26M
Shares disposed
2.29M
Cash buys
Cash sales
Net activity
+8,971,009
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-05 Stratmann Philipp Director / Officer F-InKind D Common Stock 901,096 0.43 391.1K 1,932,356 D
2026-03-05 Powers Robert Patrick Officer F-InKind D Common Stock 437,550 0.43 189.9K 1,037,129 D
2026-03-05 PAGLIARA TRACY D Officer F-InKind D Common Stock 322,897 0.43 140.1K 858,353 D
2026-01-30 Stratmann Philipp Director / Officer M-Exempt A Restricted Stock Unit 100,198 0.00 100,198 D
2026-01-30 Powers Robert Patrick Officer A-Award A Common Stock 173,920 0.00 1,474,679 D
2026-01-30 PAGLIARA TRACY D Officer A-Award A Restricted Stock Unit 201,442 0.00 201,442 D
2026-01-27 Thompson Jim Raymond Director 0 0.00 0
2026-01-27 Stratmann Philipp Director / Officer A-Award A Common Stock 805,944 0.00 2,240,539 D
2026-01-27 Powers Robert Patrick Officer A-Award A Common Stock 427,447 0.00 1,192,714 D
2026-01-27 PAGLIARA TRACY D Officer A-Award A Common Stock 414,578 0.00 979,808 D
2026-01-27 Montesi Corliss J. Director 0 0.00 0
2026-01-27 Hewlett Clyde W Director A-Award A Common Stock 151,189 0.00 1,133,075 D
2026-01-27 Cryan Terence James Director A-Award A Common Stock 377,973 0.00 2,333,368 D
2026-01-16 Stratmann Philipp Director / Officer A-Award A Common Stock 617,508 0.00 1,393,396 D
2026-01-16 Slaiby Peter E. Director A-Award A Common Stock 593,208 0.00 1,052,014 D
2026-01-16 Powers Robert Patrick Officer M-Exempt A Restricted Stock Unit 252,115 0.00 252,115 D
2026-01-16 PURCEL DIANA G Director A-Award A Common Stock 903,748 0.00 1,327,554 D
2026-01-16 PAGLIARA TRACY D Officer A-Award A Common Stock 291,974 0.00 291,974 D
2026-01-16 Hewlett Clyde W Director A-Award A Common Stock 558,080 0.00 981,886 D
2026-01-16 Cryan Terence James Director A-Award A Common Stock 1,354,802 0.00 1,955,395 D
2025-12-16 Stratmann Philipp Director / Officer P-Purchase A Common Stock 7,750 0.33 2.6K 518,440 D
2025-12-15 Stratmann Philipp Director / Officer P-Purchase A Common Stock 6,298 0.34 2.2K 510,690 D
2025-12-15 Powers Robert Patrick Officer P-Purchase A Common Stock 14,723 0.34 5.0K 268,132 D
2025-09-17 Stratmann Philipp Director / Officer P-Purchase A Common Stock 3,989 0.50 2.0K 517,714 D
2025-01-31 Stratmann Philipp Director / Officer F-InKind D Common Stock 16,626 0.66 11.0K 606,752 D
2025-01-31 Powers Robert Patrick Officer M-Exempt A Restricted Stock Unit 29,542 0.00 29,542 D
2025-01-31 Burdyny Matthew Officer F-InKind D Common Stock 112,533 0.93 104.7K 173,126 D
2025-01-21 Stratmann Philipp Director / Officer F-InKind A Common Stock 77,059 0.92 70.9K 623,378 D
2025-01-21 Powers Robert Patrick Officer F-InKind A Common Stock 45,902 0.92 42.2K 317,100 D
2025-01-21 Burdyny Matthew Officer F-InKind D Common Stock 13,354 0.92 12.3K 209,014 D
2025-01-16 Stratmann Philipp Director / Officer M-Exempt A Common Stock 169,691 0.00 797,833 D
2025-01-16 Slaiby Peter E. Director M-Exempt A Common Stock 241,935 0.00 483,806 D
2025-01-16 Powers Robert Patrick Officer M-Exempt A Common Stock 91,072 0.00 420,097 D
2025-01-16 PURCEL DIANA G Director A-Award A Restricted Stock Unit 903,748 0.00 903,748 D
2025-01-16 PAGLIARA TRACY D Officer 0 0.00 0
2025-01-16 Lorenz Anderson Natalie M. Director A-Award A Common Stock 241,935 0.00 404,677 D
2025-01-16 Hewlett Clyde W Director A-Award A Restricted Stock Unit 558,080 0.00 558,080 D
2025-01-16 Cryan Terence James Director M-Exempt A Common Stock 241,935 0.00 600,593 D
2025-01-16 Burdyny Matthew Officer M-Exempt A Restricted Stock Unit 85,126 0.00 85,126 D
2025-01-14 Stratmann Philipp Director / Officer F-InKind A Common Stock 33,689 0.89 30.0K 788,594 D
2025-01-14 Powers Robert Patrick Officer F-InKind A Common Stock 17,468 0.89 15.5K 410,214 D
2024-11-25 Slaiby Peter E. Director P-Purchase A Common Stock 35,000 0.19 6.7K 241,871 D
2024-11-13 Cryan Terence James Director P-Purchase A Common Stock 100,000 0.15 14.8K 358,658 D
2024-02-01 Stratmann Philipp Director / Officer A-Award A Restricted Stock Unit 300,484 0.00 300,484
2024-02-01 Slaiby Peter E. Director A-Award A Restricted Stock Unit 241,935 0.00 241,935
2024-02-01 Powers Robert Patrick Officer A-Award A Restricted Stock Unit 162,039 0.00 162,039
2024-02-01 PURCEL DIANA G Director A-Award A Restricted Stock Unit 241,935 0.00 241,935
2024-02-01 Lorenz Anderson Natalie M. Director A-Award A Restricted Stock Unit 241,935 0.00 241,935
2024-02-01 Hewlett Clyde W Director A-Award A Restricted Stock Unit 241,935 0.00 241,935
2024-02-01 DiPietro Joseph Officer A-Award A Restricted Stock Unit 26,431 0.00 26,431
2024-02-01 Cryan Terence James Director A-Award A Restricted Stock Unit 241,935 0.00 241,935
2024-02-01 Burdyny Matthew Officer A-Award A Restricted Stock Unit 134,409 0.00 134,409
2024-01-22 Stratmann Philipp Director / Officer M-Exempt D Restricted Stock Unit 48,529 0.00 48,529
2024-01-22 Slaiby Peter E. Director A-Award A Common Stock 110,294 0.00 206,871
2024-01-22 Powers Robert Patrick Officer M-Exempt D Restricted Stock Unit 26,170 0.00 26,170
2024-01-22 PURCEL DIANA G Director A-Award A Common Stock 110,294 0.00 181,871
2024-01-22 Lorenz Anderson Natalie M. Director A-Award A Common Stock 110,294 0.00 162,742
2024-01-22 Hewlett Clyde W Director A-Award A Common Stock 110,294 0.00 181,871
2024-01-22 DiPietro Joseph Officer M-Exempt D Restricted Stock Unit 4,657 0.00 4,657
2024-01-22 Cryan Terence James Director A-Award A Common Stock 110,294 0.00 258,889
2024-01-22 Burdyny Matthew Officer M-Exempt D Restricted Stock Unit 9,007 0.00 9,007
2024-01-16 Stratmann Philipp Director / Officer M-Exempt D Restricted Stock Unit 21,000 0.00 42,000
2024-01-16 Powers Robert Patrick Officer M-Exempt D Restricted Stock Unit 10,889 0.00 21,778
2024-01-16 DiPietro Joseph Officer M-Exempt D Restricted Stock Unit 0 0.00 7,332
2024-01-02 Powers Robert Patrick Officer M-Exempt A Common Stock 12,500 0.00 90,447
2023-11-09 Burdyny Matthew Officer D Common Stock 0 0.00 77,022
2023-09-28 Slaiby Peter E. Director P-Purchase A Common Stock 25,000 0.39 9.8K 96,577
2023-09-18 Powers Robert Patrick Officer P-Purchase A Common Stock 12,345 0.40 5.0K 28,888
2023-09-18 Cryan Terence James Director P-Purchase A Common Stock 15,000 0.40 6.0K 148,595
2023-09-15 Stratmann Philipp Director / Officer P-Purchase A Common Stock 12,115 0.41 5.0K 93,807
2023-09-15 Cryan Terence James Director P-Purchase A Common Stock 30,000 0.40 12.1K 133,595
2023-06-20 Stratmann Philipp Director / Officer F-InKind D Common Stock 3,766 0.63 2.4K 110,359
2023-01-23 Stratmann Philipp Officer A-Award A Restricted Stock Unit 145,589 0.00 145,589
2023-01-23 Slaiby Peter E. Director A-Award A Restricted Stock Unit 110,294 0.00 110,294
2023-01-23 Powers Robert Patrick Officer A-Award A Restricted Stock Unit 78,510 0.00 78,510
2023-01-23 PURCEL DIANA G Director A-Award A Restricted Stock Unit 110,294 0.00 110,294
2023-01-23 Lorenz Anderson Natalie M. Director A-Award A Restricted Stock Unit 110,294 0.00 110,294
2023-01-23 Hewlett Clyde W Director A-Award A Restricted Stock Unit 110,294 0.00 110,294
2023-01-23 DiPietro Joseph Officer A-Award A Restricted Stock Unit 13,971 0.00 13,971
2023-01-23 Cryan Terence James Director A-Award A Restricted Stock Unit 110,294 0.00 110,294
2023-01-13 Stratmann Philipp Officer M-Exempt A Common Stock 21,000 0.74 15.5K 104,662
2023-01-13 Powers Robert Patrick Officer M-Exempt A Common Stock 10,889 0.74 8.1K 48,389
2023-01-13 DiPietro Joseph Officer M-Exempt A Common Stock 3,667 0.74 2.7K 3,667
2022-01-14 Stratmann Philipp Director / Officer A-Award A Restricted Stock Unit 63,000 0.00 63,000
2022-01-14 Slaiby Peter E. Director A-Award A Restricted Stock Unit 52,448 0.00 52,448
2022-01-14 Powers Robert Patrick Officer A-Award A Restricted Stock Unit 32,667 0.00 32,667
2022-01-14 PURCEL DIANA G Director A-Award A Restricted Stock Unit 52,448 0.00 52,448
2022-01-14 Lorenz Anderson Natalie M. Director A-Award A Restricted Stock Unit 52,448 0.00 52,448
2022-01-14 Hewlett Clyde W Director A-Award A Restricted Stock Unit 52,448 0.00 52,448
2022-01-14 DiPietro Joseph Officer A-Award A Restricted Stock Unit 11,000 0.00 11,000
2022-01-14 Cryan Terence James Director A-Award A Restricted Stock Unit 52,448 0.00 52,448
2021-12-14 Lorenz Anderson Natalie M. Director 0 0.00 0
2021-12-13 Powers Robert Patrick Officer A-Award A Restricted Stock Unit 25,000 0.00 25,000
2021-12-10 Powers Robert Patrick Officer 0 0.00 0
2021-09-23 DiPietro Joseph Officer 0 0.00 0
2021-06-18 Stratmann Philipp Director / Officer A-Award A Restricted Stock Unit 100,000 0.00 100,000
2021-01-14 Slaiby Peter E. Director A-Award A Stock Option (right to buy) 19,129 2.93 56.0K 19,129
2021-01-14 Shafer Matthew T Officer A-Award A Stock Option (right to buy) 31,667 2.93 92.8K 31,667
2021-01-14 PURCEL DIANA G Director A-Award A Stock Option (right to buy) 19,129 2.93 56.0K 19,129
2021-01-14 Kirby George H III Director / Officer A-Award A Stock Option (right to buy) 55,000 2.93 161.2K 55,000
2021-01-14 Hewlett Clyde W Director A-Award A Stock Option (right to buy) 19,129 2.93 56.0K 19,129
2021-01-14 Cryan Terence James Director A-Award A Stock Option (right to buy) 19,129 2.93 56.0K 19,129
2020-12-30 WINTERS ROBERT K Director M-Exempt A Common Stock 25,000 1.05 26.3K 25,000
2020-12-23 Slaiby Peter E. Director 0 0.00 0
2020-12-23 PURCEL DIANA G Director 0 0.00 0
2020-12-23 Hewlett Clyde W Director 0 0.00 0
2020-01-16 WINTERS ROBERT K Director A-Award A Stock Option (right to buy) 25,000 1.05 26.3K 25,000
2020-01-16 Shafer Matthew T Officer A-Award A Stock Option (right to buy) 13,333 1.05 14.0K 13,333
2020-01-16 Moore Kristine S Director A-Award A Stock Option (right to buy) 25,000 1.05 26.3K 25,000
2020-01-16 Kirby George H III Director / Officer A-Award A Stock Option (right to buy) 27,333 1.05 28.7K 27,333
2020-01-16 Glover Dean J Director A-Award A Stock Option (right to buy) 25,000 1.05 26.3K 25,000
2020-01-16 FLUDDER STEVEN M Director A-Award A Stock Option (right to buy) 25,000 1.05 26.3K 25,000
2020-01-16 Cryan Terence James Director A-Award A Stock Option (right to buy) 25,000 1.05 26.3K 25,000
2019-05-20 Shafer Matthew T Officer F-InKind D Common Stock 208 2.33 484.64 1,122
2018-12-07 WINTERS ROBERT K Director A-Award A Stock Option (right to buy) 50,000 0.41 20.5K 50,000
2018-12-07 Shafer Matthew T Officer A-Award A Stock Option (right to buy) 115,000 0.41 47.2K 115,000
2018-12-07 Moore Kristine S Director A-Award A Stock Option (right to buy) 50,000 0.41 20.5K 50,000
2018-12-07 Kirby George H III Director / Officer A-Award A Stock Option (right to buy) 200,000 0.41 82.0K 200,000
2018-12-07 Glover Dean J Director A-Award A Stock Option (right to buy) 50,000 0.41 20.5K 50,000
2018-12-07 FLUDDER STEVEN M Director A-Award A Stock Option (right to buy) 50,000 0.41 20.5K 50,000
2018-12-07 Cryan Terence James Director A-Award A Stock Option (right to buy) 50,000 0.41 20.5K 50,000
2018-11-06 Kirby George H III Director / Officer P-Purchase A Common Stock 10,660 0.55 5.9K 138,679
2018-11-05 Kirby George H III Director / Officer P-Purchase A Common Stock 4,264 0.53 2.3K 128,019
2018-11-02 Kirby George H III Director / Officer P-Purchase A Common Stock 14,924 0.52 7.7K 123,755
2018-09-20 Glover Dean J Director P-Purchase A Common Stock 50,000 0.66 33.2K 104,950
2018-09-19 Cryan Terence James Director P-Purchase A Common Stock 2,162 0.59 1.3K 7,212
2018-09-18 Glover Dean J Director P-Purchase A Common Stock 50,000 0.55 27.4K 54,950
2018-09-17 Shafer Matthew T Officer F-InKind D Common Stock 1,770 0.46 814.20 26,593
2018-09-10 Moore Kristine S Director 0 0.00 0
2018-08-15 FLUDDER STEVEN M Director P-Purchase A Common Stock 12,000 0.72 8.7K 12,000
2018-03-20 Kirby George H III Director / Officer P-Purchase A Common Stock 7,000 1.16 8.1K 108,831
2018-01-20 Kirby George H III Director / Officer F-InKind D Common Stock 2,248 1.12 2.5K 101,831
2018-01-18 Phebus Christopher Officer A-Award A Common Stock 97,297 1.11 108.0K 97,297
2018-01-15 Phebus Christopher Officer 0 0.00 0
2017-10-20 cryan terence james Director A-Award A Stock Option (right to buy) 42,666 1.34 57.2K 42,666
2017-10-20 WINTERS ROBERT K Director A-Award A Stock Option (right to buy) 42,666 1.34 57.2K 42,666
2017-10-20 Glover Dean J Director A-Award A Stock Option (right to buy) 42,666 1.34 57.2K 42,666
2017-10-20 FLUDDER STEVEN M Director A-Award A Stock Option (right to buy) 42,666 1.34 57.2K 42,666
2017-09-17 Shafer Matthew T Officer F-InKind D Common Stock 1,683 1.30 2.2K 28,363
2017-05-19 Shafer Matthew T Officer A-Award A Common Stock 14,584 1.40 20.4K 30,046
2017-05-19 Mekhiche Mike M Officer A-Award A Common Stock 25,000 1.40 35.0K 55,694
2017-05-19 Kirby George H III Director / Officer A-Award A Common Stock 50,000 1.40 70.0K 112,079
2017-05-01 Mekhiche Mike M Officer F-InKind D Common Stock 5,181 1.47 7.6K 30,694
2017-05-01 Kirby George H III Director / Officer F-InKind D Common Stock 8,649 1.47 12.7K 62,079
2017-01-20 Kirby George H III Director / Officer F-InKind D Common Stock 751 3.04 2.3K 70,728
2016-10-31 Mekhiche Mike M Officer F-InKind D Common Stock 5,952 2.32 13.8K 35,875
2016-10-31 Kirby George H III Director / Officer F-InKind D Common Stock 8,070 2.32 18.7K 71,480
2016-10-24 Kirby George H III Director / Officer P-Purchase A Common Stock 6,300 3.16 19.9K 79,550
2016-10-22 Mekhiche Mike M Officer F-InKind D Common Stock 295 3.22 949.90 41,827
2016-10-21 cryan terence james Director A-Award A Stock Option (right to buy) 19,775 3.22 63.7K 19,775
2016-10-21 WINTERS ROBERT K Director A-Award A Stock Option (right to buy) 19,775 3.22 63.7K 19,775
2016-10-21 Shafer Matthew T Officer A-Award A Common Stock 15,462 3.22 49.8K 15,462
2016-10-21 Glover Dean J Director A-Award A Stock Option (right to buy) 19,775 3.22 63.7K 19,775
2016-10-21 FLUDDER STEVEN M Director A-Award A Stock Option (right to buy) 19,775 3.22 63.7K 19,775
2016-10-21 Burger Robert J. Director A-Award A Stock Option (right to buy) 19,775 3.22 63.7K 19,775
2016-10-10 WINTERS ROBERT K Director D Stock Option (Right to Buy) 8,984 1.60 14.4K 0
2016-10-10 FLUDDER STEVEN M Director D Stock Option (Right to Buy) 8,984 1.60 14.4K 0
2016-09-15 FEATHERSTONE MARK A Officer F-InKind D Common Stock 3,450 7.29 25.2K 41,465
2016-09-07 Shafer Matthew T Officer 0 0.00 0
2016-08-29 Mekhiche Mike M Officer D Common Stock 0 0.00 34,000
2016-06-19 Mekhiche Mike M Officer D Stock option (right to buy) 2,610 16.80 43.8K 0
2016-05-05 cryan terence james Director A-Award A Stock Option (right to buy) 18,302 1.57 28.7K 25
2016-05-05 Kirby George H III Director / Officer F-InKind D Common Stock 55,000 1.57 86.4K 73,250
2016-05-05 Glover Dean J Director A-Award A Stock Option (right to buy) 18,302 1.57 28.7K 18,302
2016-05-05 FEATHERSTONE MARK A Officer A-Award A Common Stock 34,000 0.00 44,915
2016-05-05 Burger Robert J. Director A-Award A Stock Option (right to buy) 18,302 1.57 28.7K 23,441
2016-01-26 FEATHERSTONE MARK A Officer F-InKind D Common Stock 714 1.54 1.1K 10,915
2016-01-20 Kirby George H III Director / Officer F-InKind D Common Stock 673 1.63 1.1K 18,250
2015-11-19 Mekhiche Mike M Officer D Stock option (right to buy) 4,411 24.00 105.9K 0
2015-10-22 KELLER DAVID L Director D-Return D Common Stock 33,002 0.00 120,502
2015-07-16 Kirby George H III Director / Officer P-Purchase A Common Stock 7,000 0.58 4.1K 189,229
2015-07-15 Kirby George H III Director / Officer P-Purchase A Common Stock 2,229 0.60 1.3K 182,229
2015-05-08 Burger Robert J. Director D Stock Option (Right to Buy) 51,388 0.58 29.8K 0
2015-01-28 KELLER DAVID L Director A-Award A Common Stock 104,000 0.47 48.9K 153,504
2015-01-20 Kirby George H III Director / Officer D Common Stock 0 0.00 120,000
2015-01-20 Heinz David R Officer P-Purchase A Common Stock 10,000 0.51 5.1K 147,033
2014-12-17 FEATHERSTONE MARK A Officer P-Purchase A Common Stock 5,000 0.60 3.0K 5,000
2014-12-16 Heinz David R Officer P-Purchase A Common Stock 5,000 0.59 3.0K 127,033
2014-10-22 cryan terence james Director A-Award A Common Stock 49,504 0.00 50,504
2014-10-22 KELLER DAVID L Director A-Award A Common Stock 49,504 0.00 49,504
2014-10-22 Heinz David R Officer A-Award A Common Stock 60,000 0.00 122,033
2014-10-22 Glover Dean J Director A-Award A Common Stock 49,504 0.00 49,504
2014-10-22 FEATHERSTONE MARK A Officer A-Award A Common Stock 60,000 0.00 111,291
2014-10-22 Competti Eileen M Director A-Award A Stock Option (right to buy) 71,075 1.01 71.8K 71,075
2014-10-02 Glover Dean J Director 0 0.00 0
2014-06-19 FEATHERSTONE MARK A Officer D-Return D Common Stock 3,709 0.00 21,291
2014-06-18 Heinz David R Officer D Employee Stock Option(Right To Buy) 60,000 2.49 149.4K 0
2014-04-24 Competti Eileen M Director 0 0.00 0
2014-03-31 Taylor George W Director A-Award A Employee Stock Option (Right to Buy) 4,814 3.73 18.0K 4,814
2014-03-31 Dunleavy Charles F Director / Officer A-Award A Employee Stock Option (Righ to Buy) 5,115 3.73 19.1K 5,115
2014-01-21 FEATHERSTONE MARK A Officer A-Award A Employee Stock Option (Right to Buy) 50,000 2.49 124.5K 50,000
2013-12-31 Taylor George W Director / Officer A-Award A Employee Stock Option (Right to Buy) 11,056 1.92 21.2K 11,056
2013-12-31 Dunleavy Charles F Director / Officer A-Award A Employee Stock Option (Right to Buy) 10,051 1.92 19.3K 10,051
2013-12-12 FEATHERSTONE MARK A Officer 0 0.00 0
2013-11-15 Taylor George W Officer A-Award A Employee Stock Option (Right to Buy) 10,436 0.00 10,436
2013-11-15 Dunleavy Charles F Director / Officer A-Award A Employee Stock Option (Right to Buy) 9,488 2.07 19.6K 9,488
2013-10-03 cryan terence james Director A-Award A Stock Option (right to buy) 46,092 1.71 78.8K 46,092
2013-10-03 PRESTON SEYMOUR S III Director A-Award A Common Stock 29,239 0.00 61,768
2013-10-03 KELLER DAVID L Director 0 0.00 0
2013-07-16 POSNER BRIAN M Officer D-Return D Common Stock 1,717 0.00 9,951

Executive team

Top executives
EBIT / Employee
-5.2K
Shares Outstanding
180.79M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Philipp Stratmann President and Chief Executive Officer 374.3K 125.8K 5.44M 16.8K 5.95M 91.32%
2 2025 Robert Powers Senior Vice President and Chief Financial Officer 306.6K 67.8K 2.41M 18.2K 2.80M 85.99%
3 2025 Tracy Pagliara Senior Vice President, General Counsel, & Corporate Secretary 86.5K 33.8K 2.61M 2.73M 95.60%
4 2025 Matthew Burdyny Chief Commercial Officer (former) 251.6K 2.46M 15.1K 2.73M 90.24%
5 2024 Philipp Stratmann President and Chief Executive Officer 372.6K 179.8K 289.0K 17.4K 858.9K 33.65%
6 2024 Robert Powers Senior Vice President and Chief Financial Officer 301.4K 97.0K 155.9K 17.8K 572.0K 27.25%
7 2024 Matthew Burdyny Chief Commercial Officer 250.0K 72.4K 136.1K 15.6K 474.1K 28.71%
8 2024 Matthew Burdyny Chief Commercial Officer (former) 250.0K 72.4K 136.1K 15.6K 474.1K 28.71%
9 2024 Joseph DiPietro Controller and Treasurer (former) 196.7K 25.4K 5.9K 228.0K 11.15%
10 2024 Joseph DiPietro Controller and Treasurer (Former) 196.7K 25.4K 5.9K 228.0K 11.15%
11 2023 Philipp Stratmann President and Chief Executive Officer 360.0K 167.4K 319.5K 21.2K 868.1K 36.81%
12 2023 Robert Powers Senior Vice President and Chief Financial Officer 291.2K 90.3K 172.3K 8.7K 562.5K 30.63%
13 2023 Matthew Burdyny Chief Commercial Officer 245.0K 110.3K 59.3K 1.2K 415.8K 14.26%
14 2023 Joseph DiPietro Controller and Treasurer (Former) 190.0K 29.5K 30.7K 3.3K 253.4K 12.10%
15 2022 Philipp Stratmann President and Chief Executive Officer 344.9K 54.0K 349.3K 116.5K 103.2K 967.9K 48.12%
16 2022 George H. Kirby III Former President and Chief Executive Officer 505.5K 505.5K 0.00%
17 2022 Robert Powers Senior Vice President and Chief Financial Officer 108.2K 11.7K 284.1K 404.0K 70.33%
18 2022 Joseph DiPietro Principal Accounting Officer, Controller, and Treasurer 133.1K 6.7K 47.2K 187.0K 25.24%
19 2022 Matthew T. Shafer Former Senior Vice President, Chief Financial Officer and Treasurer 114.9K 5.6K 120.4K 0.00%
20 2021 George H. Kirby III Former President and Chief Executive Officer 391.1K 58.7K 374.9K 1.5K 826.2K 45.38%
21 2021 Matthew T. Shafer Former Senior Vice President, Chief Financial Officer and Treasurer 253.1K 25.3K 215.9K 10.1K 504.4K 42.79%
22 2021 Philipp Stratmann President and Chief Executive Officer 240.0K 33.6K 63.6K 3.0K 340.2K 18.70%
23 2020 George H. Kirby III President and Chief Executive Officer 391.1K 70.4K 58.8K 520.3K 13.52%
24 2020 George H. Kirby III Former President and Chief Executive Officer 391.1K 70.4K 58.8K 520.3K 13.52%
25 2020 Matthew T. Shafer Former Senior Vice President, Chief Financial Officer and Treasurer 253.1K 34.3K 7.3K 294.7K 11.64%
26 2020 Matthew T. Shafer Vice President, Chief Financial Officer and Treasurer 253.1K 34.3K 7.3K 294.7K 11.64%
27 2019 George H. Kirby III President and Chief Executive Officer 391.1K 173.1K 71.5K 84.1K 719.9K 9.93%
28 2019 Matthew T. Shafer Vice President, Chief Financial Officer and Treasurer 253.1K 73.4K 41.1K 9.4K 377.1K 10.90%
29 2019 Christopher Phebus Vice President, Engineering 158.6K 37.6K 196.2K 0.00%
30 2018 George H. Kirby III President and Chief Executive Officer 381.6K 276.6K 70.0K 51.7K 779.9K 8.98%
31 2018 Matthew T. Shafer Vice President, Chief Financial Officer and Treasurer 236.0K 118.8K 20.4K 4.5K 379.7K 5.38%
32 2018 Matthew T. Shafer Vice President Chief Financial Officer and Treasurer 236.0K 118.8K 20.4K 375.2K 5.44%
33 2018 Christopher Phebus Vice President, Engineering 79.8K 37.4K 108.0K 17.8K 243.0K 44.44%
34 2018 Christopher A. Phebus Vice President, Engineering 79.8K 37.4K 108.0K 17.8K 243.0K 44.44%
35 2018 Dr. Mike M. Mekhiche Former Executive Vice President, Engineering and Operations 91.8K 33.7K 125.5K 0.00%
36 2017 George H. Kirby III President and Chief Executive Officer 381.6K 235.8K 86.4K 37.5K 741.2K 11.65%
37 2017 Dr. Mike M. Mekhiche Executive Vice President, Engineering and Operations 336.3K 123.6K 53.4K 20.1K 533.4K 10.01%
38 2017 Dr. Mike M. Mekhiche Former Executive Vice President, Engineering and Operations 336.3K 123.6K 53.4K 20.1K 533.4K 10.01%
39 2017 Mark A. Featherstone Former Chief Financial Officer 103.9K 53.4K 196.8K 354.1K 15.08%
40 2017 Matthew T. Shafer Chief Financial Officer, Vice President, Finance and Treasurer 143.4K 53.9K 49.8K 247.1K 20.15%
41 2017 Matthew T. Shafer Vice President Chief Financial Officer and Treasurer 143.4K 53.9K 49.8K 247.1K 20.15%
42 2016 George H. Kirby III President and Chief Executive Officer 360.0K 253.0K 32.4K 645.4K 0.00%
43 2016 Dr. Mike M. Mekhiche Executive Vice President, Engineering and Operations 323.4K 209.5K 46.6K 579.5K 0.00%
44 2016 George H. Kirby Chief Executive Officer 360.0K 55.0K 32.4K 447.4K 0.00%
45 2016 David R. Heinz Chief Operating Officer 221.8K 97.1K 96.0K 414.8K 0.00%
46 2016 Mark A. Featherstone Chief Financial Officer 283.6K 68.0K 6.8K 358.4K 0.00%
47 2016 Mark A. Featherstone Former Chief Financial Officer 274.4K 68.0K 16.0K 358.4K 0.00%
48 2015 David R. Heinz Chief Operating Officer 304.6K 57.3K 28.0K 389.9K 14.70%
49 2015 Mark A. Featherstone Chief Financial Officer 274.4K 57.3K 3.4K 335.1K 17.10%
50 2015 David L. Keller Interim Chief Executive Officer 204.2K 50.0K 48.9K 17.6K 320.6K 15.24%
51 2015 George H. Kirby Chief Executive Officer 102.4K 85.8K 58.3K 246.5K 34.80%
52 2015 Charles F. Dunleavy Former Chief Executive Officer 76.6K 1.4K 78.1K 0.00%
53 2014 Dr. George W. Taylor Former Executive Vice Chairman 443.5K 83.7K 484.7K 1.01M 8.27%
54 2014 Charles F. Dunleavy Former Chief Executive Officer 375.0K 80.0K 11.5K 466.5K 17.15%
55 2014 David R. Heinz Chief Operating Officer 88.4K 17.4K 87.2K 101.5K 15.0K 309.5K 60.96%
56 2014 Mark A. Featherstone Chief Financial Officer 103.3K 20.1K 62.3K 86.3K 272.0K 54.61%
57 2014 Brian M. Posner Former Chief Financial Officer 109.0K 29.4K 3.0K 141.4K 20.83%
58 2013 Dr. George W. Taylor Executive Vice Chairman 496.0K 73.2K 10.7K 579.8K 12.62%
59 2013 Dr. George W. Taylor Former Executive Vice Chairman 496.0K 73.2K 10.7K 579.8K 12.62%
60 2013 Charles F. Dunleavy Chief Executive Officer 439.7K 74.1K 11.3K 525.1K 14.11%
61 2013 Charles F. Dunleavy Former Chief Executive Officer 439.7K 74.1K 11.3K 525.1K 14.11%
62 2013 Brian M. Posner Chief Financial Officer 303.5K 40.0K 37.5K 8.9K 390.0K 9.62%
63 2013 Brian M. Posner Former Chief Financial Officer 303.5K 40.0K 37.5K 8.9K 390.0K 9.62%
64 2012 Dr. George W. Taylor Executive Vice Chairman 507.6K 98.0K 127.1K 11.2K 743.9K 17.09%
65 2012 Charles F. Dunleavy Chief Executive Officer 454.4K 98.0K 131.5K 11.1K 695.0K 18.92%
66 2012 Brian M. Posner Chief Financial Officer 289.2K 52.0K 12.2K 32.1K 4.9K 390.4K 11.32%
67 2011 Dr. George W. Taylor Executive Chairman 492.9K 120.0K 15.9K 119.6K 11.0K 759.4K 17.84%
68 2011 Dr. George W. Taylor Executive Vice Chairman 492.9K 120.0K 15.9K 119.6K 11.0K 759.4K 17.84%
69 2011 Charles F. Dunleavy Chief Executive Officer 442.9K 117.0K 15.9K 124.5K 11.0K 711.3K 19.74%
70 2011 Brian M. Posner Chief Financial Officer 242.9K 45.1K 52.9K 124.5K 465.4K 38.12%
71 2010 Charles F. Dunleavy Chief Executive Officer 360.5K 125.0K 783.9K 372.7K 11.0K 1.65M 69.97%
72 2010 Mark R. Draper Chief Executive Officer 324.6K 21.2K 128.3K 285.4K 759.5K 19.68%
73 2010 Dr. George W. Taylor Executive Chairman 496.7K 125.0K 15.9K 105.3K 11.0K 753.9K 16.08%
74 2010 Herbert T. Nock Vice President, US Business Development and Marketing 135.1K 36.6K 93.7K 265.5K 13.80%
75 2009 Mark R. Draper Chief Executive Officer 383.3K 142.3K 194.4K 368.2K 73.4K 1.16M 48.43%
76 2009 Dr. George W. Taylor Executive Chairman 482.4K 153.8K 287.3K 12.9K 936.5K 30.68%
77 2009 Charles F. Dunleavy Chief Financial Officer 309.4K 117.8K 283.8K 10.4K 721.5K 39.34%
78 2009 Charles F. Dunleavy Chief Executive Officer 309.4K 117.8K 276.4K 10.4K 714.1K 38.71%
79 2009 Herbert T. Nock Vice President, US Business Development and Marketing 219.2K 23.3K 86.4K 328.9K 26.26%
80 2008 Mark R. Draper Chief Executive Officer 399.4K 150.8K 572.0K 75.5K 1.20M 47.75%
81 2008 Dr. George W. Taylor Executive Chairman 407.9K 166.7K 539.5K 6.2K 1.12M 48.16%
82 2008 Dr. George W. Taylor Chief Executive Officer 407.9K 166.7K 527.1K 6.2K 1.11M 47.58%
83 2008 Mark R. Draper Chief Operating Officer, and Chief Executive of Ocean Power Technologies Ltd. 399.4K 150.8K 401.3K 75.5K 1.03M 39.07%
84 2008 Charles F. Dunleavy Chief Executive Officer 260.2K 129.2K 493.9K 3.4K 886.7K 55.70%
85 2008 Charles F. Dunleavy Chief Financial Officer 260.2K 129.2K 240.2K 3.4K 633.0K 37.95%
86 2008 Herbert T. Nock Vice President, US Business Development and Marketing 69.2K 16.7K 240.0K 325.9K 73.64%
87 2008 Herbert T. Nock Vice President, Business Development and Marketing 69.2K 16.7K 100.3K 186.2K 53.86%
88 2008 John A. Baylouny Senior Vice President, Engineering 77.5K 6.7K 38.4K 122.6K 31.34%
89 2007 Dr. George W. Taylor Chief Executive Officer 320.1K 326.7K 312.6K 959.4K 32.58%
90 2007 Dr. George W. Taylor, Chief Executive Officer 320.1K 326.7K 312.6K 959.4K 32.58%
91 2007 Mark R. Draper Chief Operating Officer, and Chief Executive of Ocean Power Technologies Ltd. 289.2K 157.7K 161.7K 61.1K 669.7K 24.15%
92 2007 Mark R. Draper, Chief Operating Officer, and Chief Executive of Ocean Power Technologies Ltd. 289.2K 157.7K 161.7K 61.1K 669.7K 24.15%
93 2007 Charles F. Dunleavy Chief Financial Officer 225.3K 261.7K 162.7K 649.7K 25.04%
94 2007 Charles F. Dunleavy, Chief Financial Officer 225.3K 261.7K 162.7K 649.7K 25.04%
95 2007 John A. Baylouny Senior Vice President, Engineering 212.3K 39.2K 72.0K 323.5K 22.26%
96 2007 John A. Baylouny, Senior Vice President, Engineering 212.3K 39.2K 72.0K 323.5K 22.26%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-12-04 DEFA14A
2025-12-04 DEF 14A
2025-11-20 PRE 14A
2025-03-24 DEF 14A
2025-03-14 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-21 8-K
2026-05-12 8-K
2026-04-01 8-K
2026-04-01 424B5
2026-03-26 8-K
2026-03-17 10-Q
2026-03-13 8-K
2026-03-06 4
2026-03-06 4
2026-03-06 4

Executive team

NameTitleCompensationGender
Philipp Stratmann Chief Executive Officer, President & Director 516.9K male
Robert Patrick Powers Senior VP, CFO & Treasurer 392.5K male
Tracy D. Pagliara Senior Vice President, General Counsel & Secretary 327.6K male
Jason Weed Senior Vice President of Commercial Sales male
ESG Rating
B
ELECTRICAL EQUIPMENT & PARTS
2026
E (Environmental)
71.2 / 67.7
Company / Sector avg.
S (Social)
73.7 / 63.2
Company / Sector avg.
G (Governance)
72.2 / 64.3
Company / Sector avg.
ESG Total
72.4 / 65.0
Company / Sector avg.
ESG Score History ELECTRICAL EQUIPMENT & PARTS
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits