Outlook Therapeutics, Inc. (OTLK)
Iselin, NJ, US
Outlook Therapeutics, Inc. is a biopharmaceutical company in the advanced stages of clinical development, focused on inventing and bringing to market monoclonal antibody treatments for various eye conditions. Its flagship drug candidate, ONS-5010, is an ophthalmic formulation of bevacizumab currently undergoing crucial Phase III clinical trials. This investigational product is being evaluated for its potential to treat wet age-related macular degeneration and other serious retinal diseases. The company has forged strategic collaboration and licensing agreements with several partners, including IPCA Laboratories Limited, Laboratorios Liomont, S.A. de C.V., BioLexis Pte. Ltd., and Zhejiang Huahai Pharmaceutical Co., Ltd. Incorporated in 2010, the firm was formerly known as Oncobiologics, Inc., changing its name to Outlook Therapeutics, Inc. in November 2018. Its corporate base is located in Iselin, New Jersey.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.19% | +1.38% | -26.23% | -45.99% | -87.11% | -85.56% | -87.04% | -99.05% | -99.49% | -99.97% | -99.97% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 2 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 2 |
1.00
-36.5%
|
| All Time | 2 |
1.00
-36.5%
|
-
Revenue growth Biotechnology: +1.6%—
-
EPS growth Biotechnology: +29.7%+55.9% ★ Q1'26: +96.4% (vs Q1'25)
-
FCF margin FCF growth · Biotechnology: +16.2%-4,064.2% Q1'26: -6,142.6% (vs Q1'25)
-
EBIT margin Biotechnology: +0.0%-4,506.0% Q1'26: 0.0% (vs Q1'25)
-
ROIC Biotechnology: -16.1%— Q1'26: +0.0% (vs Q1'25)
-
Share dilution Biotechnology: -3.4%+37.3% Q1'26: +165.1% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Biotechnology: 0.16×-0.47× Q1'26: 0.00× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Sep 2016 actual |
Sep 2017 actual |
Sep 2018 actual |
Sep 2019 actual |
Sep 2020 actual |
Sep 2021 actual |
Sep 2023 actual |
Sep 2024 actual |
Sep 2025 actual |
Sep 2026 3 Rev. Ana. 2 EPS Ana. |
Sep 2027 3 Rev. Ana. 2 EPS Ana. |
Sep 2028 1 Rev. Ana. 1 EPS Ana. |
Sep 2029 1 Rev. Ana. 1 EPS Ana. |
Sep 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
2.98M
est: 2.70M (+10.4%)
|
3.81M
est: 2.40M (+58.8%)
|
3.09M
est: 3.50M (-11.8%)
|
8.15M
est: 2.96M (+175.1%)
|
—
est: 162.5K (-100.0%)
|
—
est: 200.0K (-100.0%)
|
—
est: 2.18M (-100.0%)
|
—
est: 237.7K (-100.0%)
|
1.41M
est: 6.71M (-78.9%)
|
21.22M
8.63M – 46.01M
+216.0% YoY
|
57.97M
16.27M – 132.65M
+173.2% YoY
|
22.84M
7.18M – 51.52M
-60.6% YoY
|
29.69M
9.33M – 66.98M
+30.0% YoY
|
30.33M
9.54M – 68.43M
+2.2% YoY
|
| EBITDA |
-48.95M
|
-30.03M
|
-26.80M
|
-31.11M
|
-36.20M
|
-51.51M
|
-57.38M
est: 1.31M (-4,494.1%)
|
-72.09M
est: 142.6K (-50,656.2%)
|
-63.58M
est: 4.03M (-1,678.4%)
|
12.73M
5.18M – 27.61M
+216.0% YoY
|
34.78M
9.76M – 79.59M
+173.2% YoY
|
13.70M
4.31M – 30.91M
-60.6% YoY
|
17.81M
5.60M – 40.19M
+30.0% YoY
|
18.20M
5.72M – 41.06M
+2.2% YoY
|
| EBIT |
-51.35M
|
-32.72M
|
-29.85M
|
-34.47M
|
-36.76M
|
-51.73M
|
-57.42M
est: 1.31M (-4,497.5%)
|
-72.21M
est: 142.6K (-50,736.0%)
|
-63.69M
est: 4.03M (-1,681.3%)
|
12.73M
5.18M – 27.61M
+216.0% YoY
|
34.78M
9.76M – 79.59M
+173.2% YoY
|
13.70M
4.31M – 30.91M
-60.6% YoY
|
17.81M
5.60M – 40.19M
+30.0% YoY
|
18.20M
5.72M – 41.06M
+2.2% YoY
|
| Net Income |
-53.30M
est: -7.15B (+99.3%)
|
-38.85M
est: -7.18B (+99.5%)
|
-30.09M
est: -2.76B (+98.9%)
|
-34.52M
est: -591.71M (+94.2%)
|
-35.24M
est: -237.43M (+85.2%)
|
-53.16M
est: -160.76M (+66.9%)
|
-58.98M
est: -159.13M (+62.9%)
|
-75.37M
est: -126.42M (+40.4%)
|
-62.42M
est: -45.55M (-37.0%)
|
-12.89M
-15.17M – -10.62M
+71.7% YoY
|
-7.42M
-11.82M – -3.02M
+42.5% YoY
|
-5.24M
-10.06M – -415.4K
+29.4% YoY
|
-3.06M
-8.05M – -332.4K
+41.6% YoY
|
-3.31M
-8.72M – -360.1K
-8.3% YoY
|
| SGA |
21.56M
|
15.88M
|
14.23M
|
9.37M
|
9.97M
|
12.77M
|
26.67M
est: 14.04M (+90.0%)
|
29.94M
est: 1.53M (+1,852.8%)
|
39.94M
est: 43.31M (-7.8%)
|
136.87M
55.66M – 296.82M
+216.0% YoY
|
373.95M
104.95M – 855.70M
+173.2% YoY
|
147.31M
46.31M – 332.37M
-60.6% YoY
|
191.50M
60.21M – 432.07M
+30.0% YoY
|
195.65M
61.51M – 441.44M
+2.2% YoY
|
| EPS |
-587.20
est: -385.60 (-52.3%)
|
-267.20
est: -387.20 (+31.0%)
|
-194.80
est: -148.80 (-30.9%)
|
-39.60
est: -31.90 (-24.1%)
|
-13.47
est: -12.80 (-5.2%)
|
-6.96
est: -8.67 (+19.7%)
|
-4.72
est: -11.98 (+60.6%)
|
-4.06
est: -4.91 (+17.2%)
|
-1.79
est: -1.80 (+0.4%)
|
-0.51
-0.60 – -0.42
+71.9% YoY
|
-0.27
-0.46 – -0.12
+47.3% YoY
|
-0.15
-0.39 – -0.02
+43.7% YoY
|
-0.12
-0.32 – -0.01
+20.0% YoY
|
-0.13
-0.34 – -0.01
-8.3% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | C+ | 2/5 | 5/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-14 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-13 | C+ | 2/5 | 4/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-12 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-11 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | C+ | 2/5 | 4/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GMS Ventures and Investments | 57.05M | 25.60% | — | 57.05M | — | 11.00 | IV | — | 2022-04-22 | ↗ |
| 2 | Ghiath M. Sukhtian | 57.05M | 25.60% | — | 57.05M | — | 11.00 | IN | — | 2022-04-22 | ↗ |
| 3 | Arun Kumar Pillai | 22.98M | 10.20% | — | 22.98M | — | 11.00 | IN | — | 2022-04-22 | ↗ |
| 4 | BioLexis Pte. Ltd. | 22.98M | 10.20% | — | 22.98M | — | 11.00 | IV | — | 2022-04-22 | ↗ |
| 5 | Group Co., Ltd. | 16.00M | 14.90% | — | 16.00M | — | 11.00 | CO | — | 2020-06-12 | ↗ |
| 6 | Syntone LLC | 16.00M | 14.90% | — | 16.00M | — | 11.00 | OO | — | 2020-06-12 | ↗ |
| 7 | Syntone Ventures LLC | 16.00M | 14.90% | — | 16.00M | — | 11.00 | OO | — | 2020-06-12 | ↗ |
| 8 | Jason Hope | 15.01M | 6.69% | 15.01M | — | 15.01M | — | IN | USA | 2022-04-01 | ↗ |
| 9 | Pankaj Mohan, Ph.D. | 7.89M | 9.00% | 7.28M | 619.1K | 7.28M | 619.1K | IN | USA | 2017-01-19 | ↗ |
| 10 | GMS Tenshi Holdings Pte. Limited | 4.93M | 16.70% | — | 4.93M | — | 10.00 | IV | Singapore | 2017-09-18 | ↗ |
| 11 | Armistice Capital Master Fund Ltd. | 2.69M | 4.99% | — | 2.69M | — | 2.69M | CO | Delaware | 2020-03-05 | ↗ |
| 12 | Armistice Capital, LLC | 2.69M | 4.99% | — | 2.69M | — | 2.69M | IA, OO | Delaware | 2020-03-05 | ↗ |
| 13 | Steven Boyd | 2.69M | 4.99% | — | 2.69M | — | 2.69M | HC, IN | Delaware | 2020-03-05 | ↗ |
| 14 | Dr. Jeffrey R. Jay, M.D. | 2.23M | 9.99% | — | 2.23M | — | — | HC, IN | USA | 2024-04-08 | ↗ |
| 15 | Great Point Partners, LLC | 2.23M | 9.99% | — | 2.23M | — | — | IA, OO | Delaware | 2024-04-08 | ↗ |
| 16 | Mr. Ortav Yehudai | 2.23M | 9.99% | — | 2.23M | — | — | HC, IN | USA | 2024-04-08 | ↗ |
| 17 | Tang Capital Partners, LP | 2.22M | 9.99% | — | 2.22M | — | 2.22M | PN | DELAWARE | 2024-03-28 | ↗ |
| 18 | PointState Capital GP LLC | 1.45M | 5.40% | — | 1.45M | — | — | OO | Delaware | 2018-02-15 | ↗ |
| 19 | PointState Capital LP | 1.45M | 5.40% | — | 1.45M | — | — | IA, PN | Delaware | 2018-02-15 | ↗ |
| 20 | Zachary J. Schreiber | 1.45M | 5.40% | — | 1.45M | — | — | IN | United States | 2018-02-15 | ↗ |
| 21 | PointState Holdings LLC | 1.45M | 5.40% | — | 1.45M | — | — | OO | Delaware | 2018-02-15 | ↗ |
| 22 | PointState Fund LP | 1.31M | 4.90% | — | 1.31M | — | — | PN | Delaware | 2018-02-15 | ↗ |
| 23 | Behzad Aghazadeh | 1.30M | 5.40% | 1.30M | — | 1.30M | — | IN | United States | 2017-02-09 | ↗ |
| 24 | venBio Select Advisor LLC | 1.30M | 5.40% | 1.30M | — | 1.30M | — | IA, OO | Delaware | 2017-02-09 | ↗ |
| 25 | Adam Morgan | 1.25M | 5.60% | — | — | — | 1.25M | IN | CAYMAN ISLANDS | 2024-03-28 | ↗ |
| 26 | Balaji Venkataraman | 1.25M | 5.60% | — | — | — | 1.25M | IN | CAYMAN ISLANDS | 2024-03-28 | ↗ |
| 27 | Velan Capital Holdings LLC | 1.25M | 5.60% | — | — | — | 1.25M | OO | CAYMAN ISLANDS | 2024-03-28 | ↗ |
| 28 | Velan Capital Investment Management LP | 1.25M | 5.60% | — | — | — | 1.25M | PN | CAYMAN ISLANDS | 2024-03-28 | ↗ |
| 29 | Velan Capital Management LLC | 1.25M | 5.60% | — | — | — | 1.25M | OO | CAYMAN ISLANDS | 2024-03-28 | ↗ |
| 30 | Velan Capital Master Fund LP | 1.25M | 5.60% | — | — | — | 1.25M | PN | CAYMAN ISLANDS | 2024-03-28 | ↗ |
| 31 | NewSouth Capital Management, Inc. | 687.3K | 5.10% | — | 133.8K | — | 133.8K | IA | Cayman Islands | 2020-02-24 | ↗ |
| 32 | SCHEDULE 13D | 12.00 | 14.00% | — | 57.05M | — | 57.05M | IV | — | 2022-07-07 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | SCHONFELD STRATEGIC ADVISORS LLC | 2.44M +1.7M (+241.4%) | 3.86M +3.1M (+408.8%) | 7.02% +5.081 pp | 0.02% +0.013 pp | USD1.47 +7.5% | 8 qtrs — |
| 2 | VANGUARD GROUP INC | 1.47M +122.5K (+9.1%) | 2.31M +891.8K (+62.7%) | 2.43% -1.199 pp | 0.00% +0.000 pp | USD5.11 -69.1% | 8 qtrs — |
| 3 | SIO CAPITAL MANAGEMENT, LLC | 1.13M +1.1M (+100.0%) | 1.78M +1.8M (+100.0%) | 1.87% +1.869 pp | 0.28% +0.280 pp | USD1.58 +0.0% | 1 qtrs NEW |
| 4 | CITADEL ADVISORS LLC | 918.3K +889.7K (+3,110.8%) | 1.45M +1.4M (+4,686.0%) | 1.53% +1.448 pp | 0.00% +0.000 pp | USD1.56 +1.3% | 2 qtrs — |
| 5 | BLACKROCK, INC. | 404.5K +34.8K (+9.4%) | 639.2K +247.3K (+63.1%) | 0.67% -0.329 pp | 0.00% +0.000 pp | USD4.17 -62.1% | 6 qtrs — |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 367.8K +367.8K (+100.0%) | 581.1K +581.1K (+100.0%) | 0.61% +0.611 pp | 0.00% +0.000 pp | USD1.58 +0.0% | 1 qtrs NEW |
| 7 | — | 354.2K +354.2K (+100.0%) | 559.6K +559.6K (+100.0%) | 1.02% +1.018 pp | 0.44% +0.443 pp | USD1.58 +0.0% | 1 qtrs NEW |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 316.5K +10.2K (+3.3%) | 500.1K +175.4K (+54.0%) | 0.53% -0.303 pp | 0.00% +0.000 pp | USD5.70 -72.3% | 8 qtrs — |
| 9 | MARSHALL WACE, LLP | 298.5K +298.5K (+100.0%) | 471.6K +471.6K (+100.0%) | 0.50% +0.496 pp | 0.00% +0.000 pp | USD1.58 +0.0% | 3 qtrs — |
| 10 | UBS GROUP AG | 209.5K +161.4K (+335.5%) | 331.1K +280.1K (+549.2%) | 0.35% +0.218 pp | 0.00% +0.000 pp | USD1.68 -6.0% | 8 qtrs — |
| 11 | MILLENNIUM MANAGEMENT LLC | 164.5K -30.1K (-15.5%) | 259.9K +53.6K (+26.0%) | 0.27% -0.253 pp | 0.00% +0.000 pp | USD1.60 -1.3% | 3 qtrs — |
| 12 | STATE STREET CORP | 163.1K +87.8K (+116.6%) | 257.7K +177.9K (+222.9%) | 0.27% +0.067 pp | 0.00% +0.000 pp | USD4.35 -63.7% | 8 qtrs — |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 112.5K -651.0 (-0.6%) | 177.8K +57.8K (+48.1%) | 0.19% -0.119 pp | 0.00% +0.000 pp | USD1.25 +26.4% | 5 qtrs — |
| 14 | SIMPLEX TRADING, LLC | 105.8K +16.6K (+18.6%) | 167.2K +73.2K (+77.8%) | 0.18% -0.066 pp | 0.00% +0.000 pp | USD1.14 +38.6% | 2 qtrs — |
| 15 | ADAR1 CAPITAL MANAGEMENT, LLC | 100.0K +100.0K (+100.0%) | 158.0K +158.0K (+100.0%) | 0.17% +0.166 pp | 0.01% +0.012 pp | USD1.58 +0.0% | 1 qtrs NEW |
| 16 | SCOTIA CAPITAL INC. | 74.0K +— (+0.0%) | 116.9K +38.5K (+49.1%) | 0.21% +0.012 pp | 0.00% +0.000 pp | USD5.26 -70.0% | 8 qtrs — |
| 17 | NORTHERN TRUST CORP | 67.4K +41.3K (+158.5%) | 106.5K +78.8K (+285.3%) | 0.19% +0.123 pp | 0.00% +0.000 pp | USD3.84 -58.9% | 8 qtrs — |
| 18 | LVW ADVISORS, LLC | 48.2K +— (+0.0%) | 76.2K +25.1K (+49.1%) | 0.14% +0.008 pp | 0.01% +0.003 pp | USD1.30 +21.5% | 3 qtrs — |
| 19 | GOLDMAN SACHS GROUP INC | 45.8K +2.8K (+6.5%) | 72.3K +26.8K (+58.8%) | 0.08% -0.040 pp | 0.00% +0.000 pp | USD2.72 -41.9% | 6 qtrs — |
| 20 | VONTOBEL HOLDING LTD. | 40.0K +40.0K (+100.0%) | 63.2K +63.2K (+100.0%) | 0.12% +0.115 pp | 0.00% +0.000 pp | USD1.58 +0.0% | 1 qtrs NEW |
| 21 | JANE STREET GROUP, LLC | 39.5K +39.5K (+100.0%) | 62.4K +62.4K (+100.0%) | 0.07% +0.066 pp | 0.00% +0.000 pp | USD1.58 +0.0% | 1 qtrs NEW |
| 22 | GROUP ONE TRADING, L.P. | 37.0K +20.2K (+119.8%) | 58.5K +40.6K (+227.6%) | 0.06% +0.016 pp | 0.00% +0.000 pp | USD1.55 +1.9% | 4 qtrs — |
| 23 | XTX TOPCO LTD | 30.2K +19.2K (+174.5%) | 47.8K +36.1K (+309.2%) | 0.05% +0.020 pp | 0.00% +0.001 pp | USD1.59 -0.6% | 6 qtrs — |
| 24 | CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC. | 28.3K +1.1K (+4.1%) | 44.8K +15.9K (+55.2%) | 0.08% +0.008 pp | 0.02% +0.007 pp | USD2.89 -45.3% | 6 qtrs — |
| 25 | LPL FINANCIAL LLC | 21.8K -6.6K (-23.3%) | 34.4K +4.3K (+14.3%) | 0.06% -0.014 pp | 0.00% +0.000 pp | USD1.15 +37.4% | 8 qtrs — |
| 26 | FLOWER CITY CAPITAL | 20.0K +— (+0.0%) | 31.6K +10.4K (+49.1%) | 0.06% +0.003 pp | 0.02% +0.005 pp | USD1.06 +49.1% | 2 qtrs — |
| 27 | VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 15.6K +1.7K (+12.3%) | 24.7K +9.9K (+67.4%) | 0.04% +0.007 pp | 0.00% +0.000 pp | USD1.78 -11.2% | 5 qtrs — |
| 28 | PNC FINANCIAL SERVICES GROUP, INC. | 15.0K +3.5K (+30.1%) | 23.7K +11.5K (+93.9%) | 0.02% -0.006 pp | 0.00% +0.000 pp | USD3.94 -59.9% | 6 qtrs — |
| 29 | TOWER RESEARCH CAPITAL LLC (TRC) | 12.9K +12.9K (+100.0%) | 20.3K +20.3K (+100.0%) | 0.02% +0.021 pp | 0.00% +0.001 pp | USD1.58 +0.0% | 8 qtrs — |
| 30 | SQUAREPOINT OPS LLC | 11.7K +11.7K (+100.0%) | 18.5K +18.5K (+100.0%) | 0.03% +0.034 pp | 0.00% +0.000 pp | USD1.58 +0.0% | 3 qtrs — |
| 31 | HARBOUR INVESTMENTS, INC. | 10.2K +9.3K (+1,136.5%) | 16.0K +15.2K (+1,743.7%) | 0.03% +0.027 pp | 0.00% +0.000 pp | USD1.64 -3.7% | 8 qtrs — |
| 32 | TUDOR INVESTMENT CORP ET AL | 10.0K +10.0K (+100.0%) | 15.8K +15.8K (+100.0%) | 0.03% +0.029 pp | 0.00% +0.000 pp | USD1.58 +0.0% | 1 qtrs NEW |
| 33 | ADVISOR GROUP HOLDINGS, INC. | 9.0K +— (+0.0%) | 14.2K +4.7K (+49.1%) | 0.01% -0.009 pp | 0.00% +0.000 pp | USD1.26 +25.4% | 8 qtrs — |
| 34 | MORGAN STANLEY | 6.0K +5.2K (+677.3%) | 9.5K +8.7K (+1,059.3%) | 0.01% +0.008 pp | 0.00% +0.000 pp | USD1.63 -3.1% | 8 qtrs — |
| 35 | JONES FINANCIAL COMPANIES LLLP | 2.5K +— (+0.0%) | 4.0K +1.5K (+62.9%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD1.06 +49.1% | 2 qtrs — |
| 36 | WELLS FARGO & COMPANY/MN | 2.5K +1.1K (+75.9%) | 3.9K +2.4K (+162.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD3.55 -55.5% | 8 qtrs — |
| 37 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.1K +— (+0.0%) | 3.4K +1.1K (+49.0%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD10.26 -84.6% | 8 qtrs — |
| 38 | CITIGROUP INC | 1.6K -14.4K (-90.3%) | 2.5K -14.5K (-85.5%) | 0.00% -0.039 pp | 0.00% +0.000 pp | USD4.70 -66.4% | 8 qtrs — |
| 39 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 1.3K +— (+0.0%) | 2.1K +709.0 (+52.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD1.22 +29.5% | 4 qtrs — |
| 40 | ANCORA ADVISORS, LLC | 1.1K +— (+0.0%) | 1.7K +572.0 (+49.1%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD10.26 -84.6% | 8 qtrs — |
| 41 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.0K +1.0K (+100.0%) | 1.6K +1.6K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.000 pp | USD1.58 +0.0% | 1 qtrs NEW |
| 42 | EVERSOURCE WEALTH ADVISORS, LLC | 696.00 +— (+0.0%) | 1.1K +362.0 (+49.1%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD1.52 +3.9% | 5 qtrs — |
| 43 | ROYAL BANK OF CANADA | 687.00 -4.1K (-85.7%) | 1.0K -4.0K (-80.0%) | 0.00% -0.012 pp | 0.00% +0.000 pp | USD1.60 -1.3% | 8 qtrs — |
| 44 | FMR LLC | 606.00 +500.0 (+471.7%) | 957.00 +845.0 (+754.5%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD1.64 -3.7% | 8 qtrs — |
| 45 | FORTITUDE FAMILY OFFICE, LLC | 424.00 +424.0 (+100.0%) | 670.00 +670.0 (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD1.58 +0.0% | 1 qtrs NEW |
| 46 | BNP PARIBAS ARBITRAGE, SNC | 305.00 +— (+0.0%) | 482.00 +159.0 (+49.2%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD6.46 -75.5% | 8 qtrs — |
| 47 | SBI SECURITIES CO., LTD. | 210.00 +— (+0.0%) | 332.00 +109.0 (+48.9%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD1.89 -16.4% | 5 qtrs — |
| 48 | ARMSTRONG ADVISORY GROUP, INC | 179.00 +— (+0.0%) | 283.00 +93.0 (+48.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD7.41 -78.7% | 7 qtrs — |
| 49 | BANK OF AMERICA CORP /DE/ | 128.00 -90.3K (-99.9%) | 203.00 -95.7K (-99.8%) | 0.00% -0.245 pp | 0.00% +0.000 pp | USD1.66 -4.8% | 8 qtrs — |
| 50 | LARSON FINANCIAL GROUP LLC | 100.00 +— (+0.0%) | 158.00 +52.0 (+49.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD10.26 -84.6% | 8 qtrs — |
| 51 | PRESTIGE WEALTH MANAGEMENT GROUP LLC | 62.00 +— (+0.0%) | 98.00 +32.0 (+48.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD10.26 -84.6% | 8 qtrs — |
| 52 | IFP ADVISORS, INC | 50.00 +50.0 (+100.0%) | 79.00 +79.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.58 +0.0% | 1 qtrs NEW |
| 53 | JPMORGAN CHASE & CO | 15.00 +— (+0.0%) | 24.00 +8.0 (+50.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD6.80 -76.8% | 8 qtrs — |
| 54 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 14.00 +— (+0.0%) | 22.00 +7.0 (+46.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.21 +30.6% | 8 qtrs — |
| 55 | BARCLAYS PLC | 1.00 -20.9K (-100.0%) | 2.00 -111.8K (-100.0%) | 0.00% -0.057 pp | 0.00% +0.000 pp | USD1.00 +58.0% | 8 qtrs — |
| 56 | TRADEWINDS CAPITAL MANAGEMENT, LLC | — -100.0 (-100.0%) | — -106.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 57 | SANCTUARY ADVISORS, LLC | — -33.5K (-100.0%) | — -35.5K (-100.0%) | 0.00% -0.091 pp | 0.00% 0.000 pp | USD— | 3 qtrs SOLD |
| 58 | QUBE RESEARCH & TECHNOLOGIES LTD | — -13.3K (-100.0%) | — -14.1K (-100.0%) | 0.00% -0.036 pp | 0.00% +0.000 pp | USD— | 5 qtrs SOLD |
| 59 | RUSSELL INVESTMENTS GROUP, LTD. | — -15.5K (-100.0%) | — -16.4K (-100.0%) | 0.00% -0.042 pp | 0.00% +0.000 pp | USD— | 6 qtrs SOLD |
| 60 | OPPENHEIMER & CO INC | — -13.0K (-100.0%) | — -13.8K (-100.0%) | 0.00% -0.035 pp | 0.00% 0.000 pp | USD— | 4 qtrs SOLD |
| 61 | TWO SIGMA INVESTMENTS, LP | — -11.4K (-100.0%) | — -12.0K (-100.0%) | 0.00% -0.031 pp | 0.00% +0.000 pp | USD— | 5 qtrs SOLD |
| 62 | TWO SIGMA SECURITIES, LLC | — -35.7K (-100.0%) | — -37.8K (-100.0%) | 0.00% -0.097 pp | 0.00% -0.006 pp | USD— | 2 qtrs SOLD |
| 63 | WEALTHSPIRE ADVISORS, LLC | — -300.0 (-100.0%) | — -318.0 (-100.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Vanguard Extended Market ETF VXF | 0.00% | 589.2K | 0.05% |
| 2 | Vanguard U.S. Total Market Shares Index ETF VTS.AX | 0.00% | 1.5K | 0.03% |
| 3 | Vanguard U.S. Total Market Index ETF VUN.TO | 0.00% | 4.0K | 0.17% |
| 4 | Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO | 0.00% | 295.78 | 0.17% |
| 5 | Vanguard Total Stock Market ETF VTI | 0.00% | 684.5K | 0.03% |
| 6 | Vanguard All-Equity ETF Portfolio VEQT.TO | 0.00% | 1.5K | 0.22% |
| 7 | Vanguard Growth ETF Portfolio VGRO.TO | 0.00% | 816.23 | 0.22% |
| 8 | Vanguard Balanced ETF Portfolio VBAL.TO | 0.00% | 329.95 | 0.22% |
| 9 | Vanguard Conservative ETF Portfolio VCNS.TO | 0.00% | 36.39 | 0.22% |
| 10 | Vanguard Conservative Income ETF Portfolio VCIP.TO | 0.00% | 5.11 | 0.22% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-10-03 | Sukhtian Faisal Ghiath | Director | A-Award | A | Stock Option (Right to Buy) | 117,296 | 1.06 | 124.3K | 117,296 | D | ↗ |
| 2025-10-03 | Huang Andong | Director | A-Award | A | Stock Option (Right to Buy) | 53,316 | 1.06 | 56.5K | 53,316 | D | ↗ |
| 2025-10-03 | Haller Julia A | Director | A-Award | A | Stock Option (Right to Buy) | 58,648 | 1.06 | 62.2K | 58,648 | D | ↗ |
| 2025-10-03 | Haddadin Yezan Munther | Director | A-Award | A | Stock Option (Right to Buy) | 95,969 | 1.06 | 101.7K | 95,969 | D | ↗ |
| 2025-10-03 | HILZINGER KURT J | Director | A-Award | A | Stock Option (Right to Buy) | 90,638 | 1.06 | 96.1K | 90,638 | D | ↗ |
| 2025-10-03 | Auffarth Gerd | Director | A-Award | A | Stock Option (Right to Buy) | 58,648 | 1.06 | 62.2K | 58,648 | D | ↗ |
| 2025-10-01 | THURMAN RANDY H | Director | A-Award | A | Stock Option (Right to Buy) | 286,734 | 1.04 | 298.2K | 286,734 | D | ↗ |
| 2025-10-01 | Sukhtian Faisal Ghiath | Director | A-Award | A | Stock Option (Right to Buy) | 286,734 | 1.04 | 298.2K | 286,734 | D | ↗ |
| 2025-10-01 | Huang Andong | Director | A-Award | A | Stock Option (Right to Buy) | 286,734 | 1.04 | 298.2K | 286,734 | D | ↗ |
| 2025-10-01 | Haller Julia A | Director | A-Award | A | Stock Option (Right to Buy) | 286,734 | 1.04 | 298.2K | 286,734 | D | ↗ |
| 2025-10-01 | Haddadin Yezan Munther | Director | A-Award | A | Stock Option (Right to Buy) | 286,734 | 1.04 | 298.2K | 286,734 | D | ↗ |
| 2025-10-01 | HILZINGER KURT J | Director | A-Award | A | Stock Option (Right to Buy) | 286,734 | 1.04 | 298.2K | 286,734 | D | ↗ |
| 2025-10-01 | Gangolli Julian S | Director | A-Award | A | Stock Option (Right to Buy) | 286,734 | 1.04 | 298.2K | 286,734 | D | ↗ |
| 2025-10-01 | Auffarth Gerd | Director | A-Award | A | Stock Option (Right to Buy) | 286,734 | 1.04 | 298.2K | 286,734 | D | ↗ |
| 2025-07-01 | Jahr Robert Charles | Officer | A-Award | A | Stock Option (Right to Buy) | 800,000 | 1.58 | 1.26M | 800,000 | D | ↗ |
| 2025-05-27 | Sukhtian Ghiath M. | Director / 10% Owner | A-Award | A | Common Stock | 4,285,714 | 1.40 | 6.00M | 13,552,359 | I | ↗ |
| 2025-02-04 | Sukhtian Faisal Ghiath | Director | A-Award | A | Stock Option (Right to Buy) | 12,323 | 1.83 | 22.5K | 12,323 | D | ↗ |
| 2025-01-17 | Sukhtian Ghiath M. | Director / 10% Owner | A-Award | A | Warrants (right to buy) | 3,458,571 | 2.26 | 7.82M | 3,458,571 | I | ↗ |
| 2024-10-03 | Sukhtian Faisal Ghiath | Director | A-Award | A | Stock Option (Right to Buy) | 19,771 | 5.25 | 103.8K | 19,771 | D | ↗ |
| 2024-10-03 | Huang Andong | Director | A-Award | A | Stock Option (Right to Buy) | 10,984 | 5.25 | 57.7K | 10,984 | D | ↗ |
| 2024-10-03 | Haller Julia A | Director | A-Award | A | Stock Option (Right to Buy) | 12,082 | 5.25 | 63.4K | 12,082 | D | ↗ |
| 2024-10-03 | Haddadin Yezan Munther | Director | A-Award | A | Stock Option (Right to Buy) | 19,771 | 5.25 | 103.8K | 19,771 | D | ↗ |
| 2024-10-03 | HILZINGER KURT J | Director | A-Award | A | Stock Option (Right to Buy) | 18,672 | 5.25 | 98.0K | 18,672 | D | ↗ |
| 2024-10-03 | Auffarth Gerd | Director | A-Award | A | Stock Option (Right to Buy) | 12,082 | 5.25 | 63.4K | 12,082 | D | ↗ |
| 2024-10-01 | THURMAN RANDY H | Director | A-Award | A | Stock Option (Right to Buy) | 89,549 | 5.22 | 467.4K | 89,549 | D | ↗ |
| 2024-10-01 | Sukhtian Faisal Ghiath | Director | A-Award | A | Stock Option (Right to Buy) | 56,636 | 5.22 | 295.6K | 56,636 | D | ↗ |
| 2024-10-01 | Huang Andong | Director | A-Award | A | Stock Option (Right to Buy) | 23,509 | 5.22 | 122.7K | 23,509 | D | ↗ |
| 2024-10-01 | Haller Julia A | Director | A-Award | A | Stock Option (Right to Buy) | 47,232 | 5.22 | 246.6K | 47,232 | D | ↗ |
| 2024-10-01 | Haddadin Yezan Munther | Director | A-Award | A | Stock Option (Right to Buy) | 56,636 | 5.22 | 295.6K | 56,636 | D | ↗ |
| 2024-10-01 | HILZINGER KURT J | Director | A-Award | A | Stock Option (Right to Buy) | 105,151 | 5.22 | 548.9K | 105,151 | D | ↗ |
| 2024-10-01 | Gangolli Julian S | Director | A-Award | A | Stock Option (Right to Buy) | 56,636 | 5.22 | 295.6K | 56,636 | D | ↗ |
| 2024-10-01 | Auffarth Gerd | Director | A-Award | A | Stock Option (Right to Buy) | 29,493 | 5.22 | 154.0K | 29,493 | D | ↗ |
| 2024-09-26 | KENYON LAWRENCE A | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 5.69 | 28.4K | 5,946 | D | ↗ |
| 2024-04-15 | Syntone Ventures LLC | 10% Owner | P-Purchase | A | Common Stock | 714,286 | 7.00 | 5.00M | 1,705,438 | — | ↗ |
| 2024-03-28 | Haddadin Yezan Munther | Director | P-Purchase | A | Common Stock | 1,882 | 11.82 | 22.2K | 5,049 | — | ↗ |
| 2024-03-20 | TRENARY C RUSSELL III | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 455,000 | 6.78 | 3.08M | 455,000 | — | ↗ |
| 2024-03-20 | KENYON LAWRENCE A | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 12,500 | 6.78 | 84.8K | 12,500 | — | ↗ |
| 2024-03-20 | Evanson Jeff | Officer | A-Award | A | Stock Option (Right to Buy) | 25,000 | 6.78 | 169.5K | 25,000 | — | ↗ |
| 2024-03-18 | Sukhtian Ghiath M. | Director / 10% Owner | A-Award | A | Warrants (right to buy) | 3,458,571 | 7.70 | 26.63M | 3,458,571 | — | ↗ |
| 2024-03-07 | THURMAN RANDY H | Director | A-Award | A | Stock Option (Right to Buy) | 94,441 | 0.41 | 38.7K | 94,441 | — | ↗ |
| 2024-03-07 | Sukhtian Faisal Ghiath | Director | A-Award | A | Stock Option (Right to Buy) | 94,441 | 0.41 | 38.7K | 94,441 | — | ↗ |
| 2024-03-07 | Huang Andong | Director | A-Award | A | Stock Option (Right to Buy) | 94,441 | 0.41 | 38.7K | 94,441 | — | ↗ |
| 2024-03-07 | Haller Julia A | Director | A-Award | A | Stock Option (Right to Buy) | 94,441 | 0.41 | 38.7K | 94,441 | — | ↗ |
| 2024-03-07 | Haddadin Yezan Munther | Director | A-Award | A | Stock Option (Right to Buy) | 94,441 | 0.41 | 38.7K | 94,441 | — | ↗ |
| 2024-03-07 | HILZINGER KURT J | Director | A-Award | A | Stock Option (Right to Buy) | 94,441 | 0.41 | 38.7K | 94,441 | — | ↗ |
| 2024-03-07 | Gangolli Julian S | Director | A-Award | A | Stock Option (Right to Buy) | 94,441 | 0.41 | 38.7K | 94,441 | — | ↗ |
| 2024-03-07 | Evanson Jeff | Officer | P-Purchase | A | Common Stock | 62,484 | 0.42 | 26.2K | 808,459 | — | ↗ |
| 2024-03-07 | Auffarth Gerd | Director | A-Award | A | Stock Option (Right to Buy) | 94,441 | 0.41 | 38.7K | 94,441 | — | ↗ |
| 2023-10-04 | Sukhtian Faisal Ghiath | Director | A-Award | A | Stock Option (Right to Buy) | 372,671 | 0.24 | 89.4K | 372,671 | — | ↗ |
| 2023-10-04 | Huang Andong | Director | A-Award | A | Stock Option (Right to Buy) | 191,113 | 0.24 | 45.9K | 191,113 | — | ↗ |
| 2023-10-04 | Haller Julia A | Director | A-Award | A | Stock Option (Right to Buy) | 210,225 | 0.24 | 50.5K | 210,225 | — | ↗ |
| 2023-10-04 | Haddadin Yezan Munther | Director | A-Award | A | Stock Option (Right to Buy) | 358,337 | 0.24 | 86.0K | 358,337 | — | ↗ |
| 2023-10-04 | HILZINGER KURT J | Director | A-Award | A | Stock Option (Right to Buy) | 286,670 | 0.24 | 68.8K | 286,670 | — | ↗ |
| 2023-10-04 | Gangolli Julian S | Director | A-Award | A | Stock Option (Right to Buy) | 370,282 | 0.24 | 88.9K | 370,282 | — | ↗ |
| 2023-10-04 | Auffarth Gerd | Director | A-Award | A | Stock Option (Right to Buy) | 210,225 | 0.24 | 50.5K | 210,225 | — | ↗ |
| 2023-04-20 | Dagnon Terry | Officer | S-Sale | D | Common Stock | 520,000 | 1.14 | 590.2K | 653,058 | — | ↗ |
| 2023-04-17 | TRENARY C RUSSELL III | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 257,143 | 1.08 | 277.7K | 257,143 | — | ↗ |
| 2023-04-17 | Evanson Jeff | Officer | A-Award | A | Stock Option (Right to Buy) | 192,143 | 1.08 | 207.5K | 192,143 | — | ↗ |
| 2023-04-17 | Dagnon Terry | Officer | A-Award | A | Stock Option (Right to Buy) | 192,143 | 1.08 | 207.5K | 192,143 | — | ↗ |
| 2023-03-29 | THURMAN RANDY H | Director | A-Award | A | Stock Option (Right to Buy) | 41,065 | 1.05 | 43.1K | 41,065 | — | ↗ |
| 2023-03-29 | Sukhtian Faisal Ghiath | Director | A-Award | A | Stock Option (Right to Buy) | 41,065 | 1.05 | 43.1K | 41,065 | — | ↗ |
| 2023-03-29 | Huang Andong | Director | A-Award | A | Stock Option (Right to Buy) | 41,065 | 1.05 | 43.1K | 41,065 | — | ↗ |
| 2023-03-29 | Haller Julia A | Director | A-Award | A | Stock Option (Right to Buy) | 41,065 | 1.05 | 43.1K | 41,065 | — | ↗ |
| 2023-03-29 | Haddadin Yezan Munther | Director | A-Award | A | Stock Option (Right to Buy) | 41,065 | 1.05 | 43.1K | 41,065 | — | ↗ |
| 2023-03-29 | HILZINGER KURT J | Director | A-Award | A | Stock Option (Right to Buy) | 41,065 | 1.05 | 43.1K | 41,065 | — | ↗ |
| 2023-03-29 | Gangolli Julian S | Director | A-Award | A | Stock Option (Right to Buy) | 41,065 | 1.05 | 43.1K | 41,065 | — | ↗ |
| 2023-03-29 | Auffarth Gerd | Director | A-Award | A | Stock Option (Right to Buy) | 41,065 | 1.05 | 43.1K | 41,065 | — | ↗ |
| 2023-01-20 | Evanson Jeff | Officer | S-Sale | D | Common Stock | 267,000 | 1.11 | 296.4K | 745,975 | — | ↗ |
| 2023-01-19 | Evanson Jeff | Officer | S-Sale | D | Common Stock | 103,255 | 1.22 | 126.0K | 1,012,975 | — | ↗ |
| 2023-01-18 | Evanson Jeff | Officer | S-Sale | D | Common Stock | 33,738 | 1.25 | 42.2K | 1,116,230 | — | ↗ |
| 2023-01-17 | Evanson Jeff | Officer | S-Sale | D | Common Stock | 27,162 | 1.31 | 35.6K | 1,149,968 | — | ↗ |
| 2022-12-28 | Sukhtian Ghiath M. | Director | A-Award | A | Common Stock | 14,230,418 | 0.88 | 12.50M | 70,047,204 | — | ↗ |
| 2022-10-07 | Sukhtian Faisal Ghiath | Director | P-Purchase | A | Common Stock | 30,000 | 1.29 | 38.7K | 68,000 | — | ↗ |
| 2022-10-07 | Haddadin Yezan Munther | Director | P-Purchase | A | Common Stock | 3,600 | 1.27 | 4.6K | 63,343 | — | ↗ |
| 2022-10-06 | Haddadin Yezan Munther | Director | P-Purchase | A | Common Stock | 29,743 | 1.29 | 38.4K | 59,743 | — | ↗ |
| 2022-10-05 | Sukhtian Faisal Ghiath | Director | A-Award | A | Stock Option (Right to Buy) | 74,878 | 0.00 | — | 74,878 | — | ↗ |
| 2022-10-05 | Huang Andong | Director | A-Award | A | Stock Option (Right to Buy) | 38,399 | 0.00 | — | 38,399 | — | ↗ |
| 2022-10-05 | Haller Julia A | Director | A-Award | A | Stock Option (Right to Buy) | 42,239 | 0.00 | — | 42,239 | — | ↗ |
| 2022-10-05 | Haddadin Yezan Munther | Director | A-Award | A | Stock Option (Right to Buy) | 71,998 | 0.00 | — | 71,998 | — | ↗ |
| 2022-10-05 | HILZINGER KURT J | Director | A-Award | A | Stock Option (Right to Buy) | 57,598 | 0.00 | — | 57,598 | — | ↗ |
| 2022-10-05 | Gangolli Julian S | Director | A-Award | A | Stock Option (Right to Buy) | 74,398 | 0.00 | — | 74,398 | — | ↗ |
| 2022-10-05 | Auffarth Gerd | Director | A-Award | A | Stock Option (Right to Buy) | 42,239 | 0.00 | — | 42,239 | — | ↗ |
| 2022-10-04 | HILZINGER KURT J | Director | P-Purchase | A | Common Stock | 95,541 | 1.29 | 123.2K | 457,455 | — | ↗ |
| 2022-09-29 | HILZINGER KURT J | Director | P-Purchase | A | Common Stock | 33,199 | 1.26 | 41.8K | 320,116 | — | ↗ |
| 2022-08-11 | Haller Julia A | Director | A-Award | A | Stock Option (Right to Buy) | 25,000 | 0.00 | — | 25,000 | — | ↗ |
| 2022-06-21 | TRENARY C RUSSELL III | Officer | P-Purchase | A | Common Stock | 19,925 | 1.06 | 21.1K | 54,925 | — | ↗ |
| 2022-06-21 | Dagnon Terry | Officer | P-Purchase | A | Common Stock | 10,000 | 1.05 | 10.5K | 1,173,058 | — | ↗ |
| 2022-04-21 | Sukhtian Ghiath M. | Director / 10% Owner | J-Other | A | Common Stock | 27,982,529 | 0.00 | — | 55,816,786 | — | ↗ |
| 2022-04-21 | Sukhtian Faisal Ghiath | Director / 10% Owner | J-Other | A | Common Stock | 27,982,529 | 0.00 | — | 55,816,786 | — | ↗ |
| 2022-04-21 | GMS Ventures & Investments | Director | J-Other | A | Common Stock | 27,982,529 | 0.00 | — | 55,816,786 | — | ↗ |
| 2022-04-21 | BioLexis Pte Ltd. | Director | J-Other | D | Common Stock | 27,982,529 | 0.00 | — | 22,982,529 | — | ↗ |
| 2022-03-31 | TRENARY C RUSSELL III | Officer | A-Award | A | Stock Option (Right to Buy) | 500,000 | 0.00 | — | 500,000 | — | ↗ |
| 2022-03-31 | Evanson Jeff | Officer | A-Award | A | Stock Option (Right to Buy) | 100,000 | 0.00 | — | 100,000 | — | ↗ |
| 2022-03-31 | Dagnon Terry | Officer | A-Award | A | Stock Option (Right to Buy) | 100,000 | 0.00 | — | 100,000 | — | ↗ |
| 2022-03-23 | THURMAN RANDY H | Director | A-Award | A | Stock Option (Right to Buy) | 81,878 | 1.92 | 157.2K | 81,878 | — | ↗ |
| 2022-03-23 | Sukhtian Faisal Ghiath | Director | A-Award | A | Stock Option (Right to Buy) | 21,878 | 1.92 | 42.0K | 21,878 | — | ↗ |
| 2022-03-23 | Huang Andong | Director | A-Award | A | Stock Option (Right to Buy) | 21,878 | 0.00 | — | 21,878 | — | ↗ |
| 2022-03-23 | Haddadin Yezan Munther | Director | A-Award | A | Stock Option (Right to Buy) | 21,878 | 1.92 | 42.0K | 21,878 | — | ↗ |
| 2022-03-23 | HILZINGER KURT J | Director | A-Award | A | Stock Option (Right to Buy) | 21,878 | 0.00 | — | 21,878 | — | ↗ |
| 2022-03-23 | Gangolli Julian S | Director | A-Award | A | Stock Option (Right to Buy) | 21,878 | 1.92 | 42.0K | 21,878 | — | ↗ |
| 2022-03-23 | Auffarth Gerd | Director | A-Award | A | Stock Option (Right to Buy) | 21,878 | 1.92 | 42.0K | 21,878 | — | ↗ |
| 2022-03-01 | HILZINGER KURT J | Director | P-Purchase | A | Common Stock | 27,708 | 1.69 | 46.8K | 273,117 | — | ↗ |
| 2022-02-28 | HILZINGER KURT J | Director | P-Purchase | A | Common Stock | 6,000 | 1.60 | 9.6K | 245,409 | — | ↗ |
| 2022-02-24 | HILZINGER KURT J | Director | P-Purchase | A | Common Stock | 41,160 | 1.46 | 60.1K | 239,409 | — | ↗ |
| 2022-02-23 | HILZINGER KURT J | Director | P-Purchase | A | Common Stock | 79,535 | 1.44 | 114.5K | 198,249 | — | ↗ |
| 2022-02-22 | HILZINGER KURT J | Director | P-Purchase | A | Common Stock | 95,597 | 1.49 | 142.4K | 118,714 | — | ↗ |
| 2022-02-01 | Sukhtian Ghiath M. | Director / 10% Owner | J-Other | A | Common Stock | 2,500,000 | 1.25 | 3.13M | 27,982,529 | — | ↗ |
| 2022-02-01 | Pillai Arun Kumar | Director / 10% Owner | J-Other | D | Common Stock | 2,500,000 | 1.25 | 3.13M | 22,982,529 | — | ↗ |
| 2021-12-21 | Evanson Jeff | Officer | A-Award | A | Stock Option (Right to Buy) | 800,000 | 1.44 | 1.15M | 800,000 | — | ↗ |
| 2021-12-21 | Dagnon Terry | Officer | A-Award | A | Stock Option (Right to Buy) | 800,000 | 1.44 | 1.15M | 800,000 | — | ↗ |
| 2021-12-06 | TRENARY C RUSSELL III | Director / Officer | P-Purchase | A | Common Stock | 25,000 | 1.39 | 34.8K | 35,000 | — | ↗ |
| 2021-12-06 | Dagnon Terry | Officer | P-Purchase | A | Common Stock | 25,201 | 1.38 | 34.8K | 1,163,058 | — | ↗ |
| 2021-12-03 | Evanson Jeff | Officer | P-Purchase | A | Common Stock | 35,200 | 1.34 | 47.2K | 1,177,130 | — | ↗ |
| 2021-12-03 | Dagnon Terry | Officer | P-Purchase | A | Common Stock | 10,000 | 1.42 | 14.2K | 1,137,857 | — | ↗ |
| 2021-12-02 | TRENARY C RUSSELL III | Director / Officer | P-Purchase | A | Common Stock | 10,000 | 1.40 | 14.0K | 10,000 | — | ↗ |
| 2021-12-02 | Sukhtian Faisal Ghiath | Director | P-Purchase | A | Common Stock | 18,000 | 1.40 | 25.2K | 38,000 | — | ↗ |
| 2021-12-02 | Haddadin Yezan Munther | Director | P-Purchase | A | Common Stock | 10,000 | 1.39 | 13.9K | 30,000 | — | ↗ |
| 2021-11-29 | Sukhtian Ghiath M. | Director / 10% Owner | P-Purchase | A | Common Stock | 16,000,000 | 1.25 | 20.00M | 27,834,257 | — | ↗ |
| 2021-10-05 | Sukhtian Faisal Ghiath | Director | A-Award | A | Stock Option (Right to Buy) | 44,753 | 2.12 | 94.9K | 44,753 | — | ↗ |
| 2021-10-05 | Huang Andong | Director | A-Award | A | Stock Option (Right to Buy) | 22,950 | 2.12 | 48.7K | 22,950 | — | ↗ |
| 2021-10-05 | Haddadin Yezan Munther | Director | A-Award | A | Stock Option (Right to Buy) | 47,335 | 2.12 | 100.4K | 47,335 | — | ↗ |
| 2021-10-05 | HILZINGER KURT J | Director | A-Award | A | Stock Option (Right to Buy) | 34,425 | 2.12 | 73.0K | 34,425 | — | ↗ |
| 2021-10-05 | Gangolli Julian S | Director | A-Award | A | Stock Option (Right to Buy) | 44,466 | 2.12 | 94.3K | 44,466 | — | ↗ |
| 2021-10-05 | Auffarth Gerd | Director | A-Award | A | Stock Option (Right to Buy) | 25,245 | 2.12 | 53.5K | 25,245 | — | ↗ |
| 2021-07-06 | TRENARY C RUSSELL III | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-04-20 | KENYON LAWRENCE A | Director / Officer | P-Purchase | A | Common Stock | 10,000 | 1.83 | 18.3K | 18,926 | — | ↗ |
| 2021-04-19 | Sukhtian Faisal Ghiath | Director | P-Purchase | A | Common Stock | 10,000 | 1.82 | 18.2K | 20,000 | — | ↗ |
| 2021-04-19 | Haddadin Yezan Munther | Director | P-Purchase | A | Common Stock | 10,000 | 1.82 | 18.2K | 20,000 | — | ↗ |
| 2021-03-24 | THURMAN RANDY H | Director | A-Award | A | Stock Option (Right to Buy) | 20,873 | 2.27 | 47.4K | 20,873 | — | ↗ |
| 2021-03-24 | Sukhtian Faisal Ghiath | Director | A-Award | A | Stock Option (Right to Buy) | 20,873 | 2.27 | 47.4K | 20,873 | — | ↗ |
| 2021-03-24 | Huang Andong | Director | A-Award | A | Stock Option (Right to Buy) | 20,873 | 2.27 | 47.4K | 20,873 | — | ↗ |
| 2021-03-24 | Haddadin Yezan Munther | Director | A-Award | A | Stock Option (Right to Buy) | 20,873 | 2.27 | 47.4K | 20,873 | — | ↗ |
| 2021-03-24 | HILZINGER KURT J | Director | A-Award | A | Stock Option (Right to Buy) | 20,873 | 2.27 | 47.4K | 20,873 | — | ↗ |
| 2021-03-24 | Gangolli Julian S | Director | A-Award | A | Stock Option (Right to Buy) | 20,873 | 2.27 | 47.4K | 20,873 | — | ↗ |
| 2021-03-24 | Auffarth Gerd | Director | A-Award | A | Stock Option (Right to Buy) | 20,873 | 2.27 | 47.4K | 20,873 | — | ↗ |
| 2021-02-23 | Evanson Jeff | Officer | S-Sale | D | Common Stock | 8,554 | 2.09 | 17.9K | 1,141,930 | — | ↗ |
| 2021-02-23 | Dagnon Terry | Officer | S-Sale | D | Common Stock | 15,900 | 2.09 | 33.2K | 1,127,857 | — | ↗ |
| 2021-02-12 | Evanson Jeff | Officer | S-Sale | D | Common Stock | 56,973 | 2.55 | 145.3K | 1,150,484 | — | ↗ |
| 2021-02-12 | Dagnon Terry | Officer | S-Sale | D | Common Stock | 63,700 | 2.55 | 162.4K | 1,143,757 | — | ↗ |
| 2021-02-10 | Sukhtian Ghiath M. | Director / 10% Owner | A-Award | A | Common Stock | 1,013,627 | 1.00 | 1.01M | 11,834,257 | — | ↗ |
| 2021-02-03 | Syntone Ventures LLC | 10% Owner | P-Purchase | A | Common Stock | 3,000,000 | 1.00 | 3.00M | 19,823,045 | — | ↗ |
| 2021-02-02 | Sukhtian Ghiath M. | Director / 10% Owner | P-Purchase | A | Common Stock | 8,360,000 | 1.00 | 8.36M | 10,820,630 | — | ↗ |
| 2020-10-05 | THURMAN RANDY H | Director | A-Award | A | Stock Option (Right to Buy) | 396,809 | 0.71 | 279.8K | 396,809 | — | ↗ |
| 2020-10-05 | Sukhtian Faisal Ghiath | Director | A-Award | A | Stock Option (Right to Buy) | 151,721 | 0.71 | 107.0K | 151,721 | — | ↗ |
| 2020-10-05 | Huang Andong | Director | A-Award | A | Stock Option (Right to Buy) | 77,805 | 0.71 | 54.9K | 77,805 | — | ↗ |
| 2020-10-05 | Haddadin Yezan Munther | Director | A-Award | A | Stock Option (Right to Buy) | 160,474 | 0.71 | 113.2K | 160,474 | — | ↗ |
| 2020-10-05 | HILZINGER KURT J | Director | A-Award | A | Stock Option (Right to Buy) | 116,708 | 0.71 | 82.3K | 116,708 | — | ↗ |
| 2020-10-05 | Gangolli Julian S | Director | A-Award | A | Stock Option (Right to Buy) | 150,748 | 0.71 | 106.3K | 150,748 | — | ↗ |
| 2020-10-05 | Auffarth Gerd | Director | A-Award | A | Stock Option (Right to Buy) | 85,586 | 0.71 | 60.4K | 85,586 | — | ↗ |
| 2020-10-01 | THURMAN RANDY H | Director | A-Award | A | Stock Option (Right to Buy) | 259,297 | 0.71 | 184.1K | 259,297 | — | ↗ |
| 2020-10-01 | Sukhtian Faisal Ghiath | Director | A-Award | A | Stock Option (Right to Buy) | 296,352 | 0.71 | 210.4K | 296,352 | — | ↗ |
| 2020-10-01 | KENYON LAWRENCE A | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 3,668,984 | 0.71 | 2.60M | 3,668,984 | — | ↗ |
| 2020-10-01 | Haddadin Yezan Munther | Director | A-Award | A | Stock Option (Right to Buy) | 290,372 | 0.71 | 206.2K | 290,372 | — | ↗ |
| 2020-10-01 | HILZINGER KURT J | Director | A-Award | A | Stock Option (Right to Buy) | 217,602 | 0.71 | 154.5K | 217,602 | — | ↗ |
| 2020-09-22 | Haddadin Yezan Munther | Director | P-Purchase | A | Common Stock | 10,000 | 0.72 | 7.2K | 10,000 | — | ↗ |
| 2020-09-17 | Sukhtian Faisal Ghiath | Director | P-Purchase | A | Common Stock | 10,000 | 0.67 | 6.7K | 10,000 | — | ↗ |
| 2020-09-14 | THURMAN RANDY H | Director | P-Purchase | A | Common Stock | 10,000 | 0.62 | 6.2K | 11,875 | — | ↗ |
| 2020-07-17 | THURMAN RANDY H | Director | A-Award | A | Stock Option (Right to Buy) | 210,000 | 1.58 | 331.8K | 210,000 | — | ↗ |
| 2020-07-17 | Sukhtian Faisal Ghiath | Director | A-Award | A | Stock Option (Right to Buy) | 135,000 | 1.58 | 213.3K | 135,000 | — | ↗ |
| 2020-07-17 | KENYON LAWRENCE A | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 450,000 | 1.58 | 711.0K | 450,000 | — | ↗ |
| 2020-07-17 | Huang Andong | Director | A-Award | A | Stock Option (Right to Buy) | 125,000 | 1.58 | 197.5K | 125,000 | — | ↗ |
| 2020-07-17 | Haddadin Yezan Munther | Director | A-Award | A | Stock Option (Right to Buy) | 135,000 | 1.58 | 213.3K | 135,000 | — | ↗ |
| 2020-07-17 | HILZINGER KURT J | Director | A-Award | A | Stock Option (Right to Buy) | 210,000 | 1.58 | 331.8K | 210,000 | — | ↗ |
| 2020-07-17 | Gangolli Julian S | Director | A-Award | A | Stock Option (Right to Buy) | 125,000 | 1.58 | 197.5K | 125,000 | — | ↗ |
| 2020-07-17 | Auffarth Gerd | Director | A-Award | A | Stock Option (Right to Buy) | 125,000 | 1.58 | 197.5K | 125,000 | — | ↗ |
| 2020-07-15 | Syntone Ventures LLC | 10% Owner | P-Purchase | A | Common Stock | 823,045 | 1.22 | 1,000.0K | 16,823,045 | — | ↗ |
| 2020-07-01 | Huang Andong | Director | A-Award | A | Stock Option (Right to Buy) | 11,376 | 1.28 | 14.6K | 11,376 | — | ↗ |
| 2020-07-01 | Gangolli Julian S | Director | A-Award | A | Stock Option (Right to Buy) | 35,006 | 1.28 | 44.8K | 35,006 | — | ↗ |
| 2020-07-01 | Auffarth Gerd | Director | A-Award | A | Stock Option (Right to Buy) | 19,874 | 1.28 | 25.4K | 19,874 | — | ↗ |
| 2020-06-19 | Huang Andong | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-06-02 | Syntone Ventures LLC | 10% Owner | — | D | Common Stock | 0 | 0.00 | — | 16,000,000 | — | ↗ |
| 2020-04-20 | Gangolli Julian S | Director | A-Award | A | Stock Option (Right to Buy) | 25,000 | 0.72 | 18.0K | 25,000 | — | ↗ |
| 2020-04-20 | Auffarth Gerd | Director | A-Award | A | Stock Option (Right to Buy) | 25,000 | 0.72 | 18.0K | 25,000 | — | ↗ |
| 2020-03-23 | BioLexis Pte Ltd. | Director / 10% Owner | M-Exempt | A | Common Stock | 29,358,621 | 0.00 | — | 50,965,058 | — | ↗ |
| 2020-03-19 | THURMAN RANDY H | Director | A-Award | A | Stock Option (Right to Buy) | 15,000 | 0.54 | 8.1K | 15,000 | — | ↗ |
| 2020-03-19 | Sukhtian Faisal Ghiath | Director | A-Award | A | Stock Option (Right to Buy) | 15,000 | 0.54 | 8.1K | 15,000 | — | ↗ |
| 2020-03-19 | KENYON LAWRENCE A | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 216,435 | 0.54 | 116.9K | 216,435 | — | ↗ |
| 2020-03-19 | Haddadin Yezan Munther | Director | A-Award | A | Stock Option (Right to Buy) | 15,000 | 0.54 | 8.1K | 15,000 | — | ↗ |
| 2020-03-19 | HILZINGER KURT J | Director | A-Award | A | Stock Option (Right to Buy) | 15,000 | 0.54 | 8.1K | 15,000 | — | ↗ |
| 2020-03-19 | Evanson Jeff | Officer | A-Award | A | Common Stock | 1,207,457 | 0.00 | — | 1,207,457 | — | ↗ |
| 2020-03-19 | Dagnon Terry | Officer | A-Award | A | Common Stock | 1,207,457 | 0.00 | — | 1,207,457 | — | ↗ |
| 2020-03-19 | BioLexis Pte Ltd. | Director / 10% Owner | D-Return | D | Series A-1 Convertible Preferred Stock | 68,112 | 0.00 | — | 0 | — | ↗ |
| 2020-02-26 | Sukhtian Ghiath M. | Director / 10% Owner | A-Award | A | Common Stock | 2,460,630 | 1.02 | 2.50M | 2,460,630 | — | ↗ |
| 2020-02-24 | GMS Ventures & Investments | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-01-29 | BioLexis Pte Ltd. | Director / 10% Owner | M-Exempt | A | Common Stock | 4,657,852 | 0.23 | 1.08M | 21,606,437 | — | ↗ |
| 2020-01-27 | BioLexis Pte Ltd. | Director / 10% Owner | A-Award | A | Warrant (Right to Buy) | 2,093,750 | 0.23 | 485.8K | 2,039,750 | — | ↗ |
| 2020-01-02 | Haddadin Yezan Munther | Director | A-Award | A | Stock Option (Right to Buy) | 5,980 | 0.88 | 5.2K | 5,980 | — | ↗ |
| 2019-12-31 | BioLexis Pte Ltd. | Director / 10% Owner | J-Other | A | Series A-1 Convertible Preferred Stock | 1,661 | 0.00 | — | 68,112 | — | ↗ |
| 2019-12-23 | BioLexis Pte Ltd. | Director / 10% Owner | M-Exempt | D | Warrant (Right to Buy) | 3,636,364 | 0.23 | 843.6K | 0 | — | ↗ |
| 2019-10-03 | Thomas Joe | Director | A-Award | A | Stock Option (Right to Buy) | 15,000 | 1.40 | 21.0K | 15,000 | — | ↗ |
| 2019-10-03 | THURMAN RANDY H | Director | A-Award | A | Stock Option (Right to Buy) | 207,036 | 1.40 | 289.9K | 207,036 | — | ↗ |
| 2019-10-03 | Sukhtian Faisal Ghiath | Director | A-Award | A | Stock Option (Right to Buy) | 86,772 | 1.40 | 121.5K | 86,772 | — | ↗ |
| 2019-10-03 | Haddadin Yezan Munther | Director | A-Award | A | Stock Option (Right to Buy) | 15,000 | 1.40 | 21.0K | 15,000 | — | ↗ |
| 2019-10-03 | HILZINGER KURT J | Director | A-Award | A | Stock Option (Right to Buy) | 60,893 | 1.40 | 85.3K | 60,893 | — | ↗ |
| 2019-09-30 | BioLexis Pte Ltd. | Director / 10% Owner | J-Other | A | Series A-1 Convertible Preferred Stock | 1,620 | 0.00 | — | 66,451 | — | ↗ |
| 2019-09-18 | KENYON LAWRENCE A | Director / Officer | S-Sale | D | Common Stock | 1,350 | 1.70 | 2.3K | 8,926 | — | ↗ |
| 2019-09-12 | KENYON LAWRENCE A | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 450,000 | 1.75 | 787.5K | 450,000 | — | ↗ |
| 2019-06-30 | BioLexis Pte Ltd. | Director / 10% Owner | J-Other | A | Series A-1 Convertible Preferred Stock | 1,581 | 0.00 | — | 64,831 | — | ↗ |
| 2019-06-17 | BioLexis Pte Ltd. | Director / 10% Owner | M-Exempt | A | Common Stock | 2,181,818 | 0.00 | — | 14,039,494 | — | ↗ |
| 2019-04-12 | BioLexis Pte Ltd. | Director / 10% Owner | A-Award | A | Common Stock | 3,636,364 | 2.75 | 10.00M | 11,857,676 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Robert C. Jahr President and Chief Executive Officer | 150.0K | — | — | 1.14M | — | 3.1K | 1.29M | 88.15% | ↗ |
| 2 | 2025 | C. Russell Trenary III Former President and Chief Executive Officer | 103.8K | — | — | — | — | 1.14M | 1.25M | 0.00% | ↗ |
| 3 | 2025 | Jeff Evanson Former Chief Commercial Officer | 420.6K | — | — | — | — | 738.5K | 1.16M | 0.00% | ↗ |
| 4 | 2025 | Lawrence A. Kenyon Executive Vice President and Chief Financial Officer; Former Interim Chief Executive Officer | 475.0K | — | — | — | — | 1.2K | 476.2K | 0.00% | ↗ |
| 5 | 2024 | C. Russell Trenary III Former President and Chief Executive Officer | 600.0K | — | — | 5.77M | — | 11.1K | 6.38M | 90.42% | ↗ |
| 6 | 2024 | Jeff Evanson Chief Commercial Officer | 450.0K | — | — | 316.9K | — | 1.2K | 768.0K | 41.26% | ↗ |
| 7 | 2024 | Jeff Evanson Former Chief Commercial Officer | 450.0K | — | — | 316.9K | — | 1.2K | 768.0K | 41.26% | ↗ |
| 8 | 2024 | Lawrence A. Kenyon Executive Vice President and Chief Financial Officer; Former Interim Chief Executive Officer | 475.0K | — | — | 158.4K | — | 1.2K | 634.6K | 24.96% | ↗ |
| 9 | 2024 | Lawrence A. Kenyon Chief Financial Officer and Interim Chief Executive Officer | 475.0K | — | — | 158.4K | — | 1.2K | 634.6K | 24.96% | ↗ |
| 10 | 2023 | C. Russell Trenary III Former President and Chief Executive Officer | 600.0K | — | — | 1.15M | — | 10.9K | 1.76M | 65.27% | ↗ |
| 11 | 2023 | C. Russell Trenary III President and Chief Executive Officer | 600.0K | — | — | 1.15M | — | 10.9K | 1.76M | 65.27% | ↗ |
| 12 | 2023 | Terry Dagnon Former Chief Operations Officer | 450.0K | — | — | 267.0K | — | 11.4K | 728.4K | 36.66% | ↗ |
| 13 | 2023 | Jeff Evanson Chief Commercial Officer | 450.0K | — | — | 267.0K | — | 1.2K | 718.2K | 37.18% | ↗ |
| 14 | 2022 | Terry Dagnon Chief Operations Officer | 353.1K | — | — | 966.7K | — | 114.1K | 1.43M | 67.42% | ↗ |
| 15 | 2022 | Terry Dagnon Former Chief Operations Officer | 353.1K | — | — | 966.7K | — | 114.1K | 1.43M | 67.42% | ↗ |
| 16 | 2022 | Jeff Evanson Chief Commercial Officer | 353.1K | — | — | 966.7K | — | 89.2K | 1.41M | 68.61% | ↗ |
| 17 | 2022 | C. Russell Trenary III President and Chief Executive Officer | 600.0K | 195.5K | — | 513.7K | — | 24.1K | 1.33M | 38.53% | ↗ |
| 18 | 2021 | C. Russell Trenary III President and Chief Executive Officer | 145.4K | — | — | 7.30M | — | 6.2K | 7.46M | 97.97% | ↗ |
| 19 | 2021 | Lawrence A. Kenyon Executive Vice President, Chief Financial Officer, Treasurer and Corporate Secretary | 425.0K | 212.5K | — | 2.01M | — | 23.7K | 2.67M | 75.23% | ↗ |
| 20 | 2021 | Jeff Evanson Chief Commercial Officer | — | — | — | — | — | 300.0K | 300.0K | 0.00% | ↗ |
| 21 | 2021 | Terry Dagnon Chief Operations Officer | — | — | — | — | — | 300.0K | 300.0K | 0.00% | ↗ |
| 22 | 2020 | Lawrence A. Kenyon Director, Chief Executive Officer, President, Chief Financial Officer, Treasurer and Corporate Secretary | 425.0K | 116.9K | — | 621.4K | — | 21.0K | 1.18M | 52.47% | ↗ |
| 23 | 2020 | Lawrence A. Kenyon Executive Vice President, Chief Financial Officer, Treasurer and Corporate Secretary | 425.0K | 116.9K | — | 621.4K | — | 21.0K | 1.18M | 52.47% | ↗ |
| 24 | 2020 | Jeff Evanson Chief Commercial Officer | — | — | — | — | — | 159.7K | 159.7K | 0.00% | ↗ |
| 25 | 2020 | Terry Dagnon Chief Operating Officer | — | — | — | — | — | 159.7K | 159.7K | 0.00% | ↗ |
| 26 | 2020 | Terry Dagnon Chief Operations Officer | — | — | — | — | — | 159.7K | 159.7K | 0.00% | ↗ |
| 27 | 2019 | Lawrence A. Kenyon Director, Chief Executive Officer, President, Chief Financial Officer, Treasurer and Corporate Secretary | 425.0K | — | — | 1.42M | — | 19.0K | 1.86M | 76.18% | ↗ |
| 28 | 2019 | Kenneth M. Bahrt, M.D. Former Chief Medical Officer | 240.0K | — | — | 911.4K | — | 473.8K | 1.63M | 56.08% | ↗ |
| 29 | 2019 | Stephen J. McAndrew, Ph.D. Former Senior Vice President, Business Strategy & Development | 34.6K | — | — | 135.8K | — | 244.1K | 414.5K | 32.77% | ↗ |
| 30 | 2018 | Pankaj Mohan, Ph.D. Director, former Chairman, President and Chief Executive Officer | 350.5K | — | — | — | — | 875.2K | 1.23M | 0.00% | ↗ |
| 31 | 2018 | Lawrence A. Kenyon Director, Chief Executive Officer, President, Chief Financial Officer, Treasurer and Corporate Secretary | 371.6K | — | — | 326.2K | — | 18.3K | 716.1K | 45.55% | ↗ |
| 32 | 2018 | Kenneth M. Bahrt, M.D. Former Chief Medical Officer | 400.0K | — | — | — | — | 29.1K | 429.1K | 0.00% | ↗ |
| 33 | 2018 | Stephen J. McAndrew, Ph.D. Former Senior Vice President, Business Strategy & Development | 300.0K | — | — | 14.1K | — | 12.0K | 326.1K | 4.31% | ↗ |
| 34 | 2017 | Pankaj Mohan, Ph.D. Director, former Chairman, President and Chief Executive Officer | 490.0K | — | 555.9K | — | — | 31.6K | 1.08M | 51.59% | ↗ |
| 35 | 2017 | Pankaj Mohan, Ph.D. Director, former Chairman, President and former Chief Executive Officer | 490.0K | — | — | — | — | 31.6K | 1.08M | 0.00% | ↗ |
| 36 | 2017 | Kenneth M. Bahrt, M.D. Former Chief Medical Officer | 400.0K | 100.0K | 108.2K | — | — | 21.5K | 629.7K | 17.18% | ↗ |
| 37 | 2017 | Kenneth M. Bahrt, M.D. Chief Medical Officer | 400.0K | 100.0K | — | — | — | 21.5K | 629.7K | 0.00% | ↗ |
| 38 | 2017 | Lawrence A. Kenyon Director, Chief Executive Officer, President, Chief Financial Officer, Treasurer and Corporate Secretary | 350.0K | 100.0K | 128.1K | — | — | 16.9K | 595.0K | 21.52% | ↗ |
| 39 | 2016 | Pankaj Mohan, Ph.D. Chairman, President and Chief Executive Officer | 369.9K | 990.0K | — | — | — | 26.7K | 13.17M | 0.00% | ↗ |
| 40 | 2016 | Pankaj Mohan, Ph.D. Director, former Chairman, President and former Chief Executive Officer | 369.9K | 990.0K | — | — | — | 26.7K | 13.17M | 0.00% | ↗ |
| 41 | 2016 | Lawrence A. Kenyon Chief Financial Officer | 309.4K | — | — | — | — | 17.7K | 1.59M | 0.00% | ↗ |
| 42 | 2016 | Lawrence A. Kenyon Director, Chief Executive Officer, President, Chief Financial Officer, Treasurer and Corporate Secretary | 309.4K | — | — | — | — | 17.7K | 1.59M | 0.00% | ↗ |
| 43 | 2016 | Kogan Bao, Ph.D. Former Vice President, Analytical Sciences | 160.3K | — | — | — | — | 7.8K | 429.0K | 0.00% | ↗ |
| 44 | 2016 | Kenneth M. Bahrt, M.D. Chief Medical Officer | 310.2K | — | — | — | — | 22.2K | 412.4K | 0.00% | ↗ |
| 45 | 2015 | Pankaj Mohan, Ph.D. Chairman, President and Chief Executive Officer | 290.0K | — | — | — | — | 29.8K | 319.8K | 0.00% | ↗ |
| 46 | 2015 | Lawrence A. Kenyon Chief Financial Officer | 14.0K | — | — | — | — | — | 14.0K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Robert Charles Jahr | President, Chief Executive Officer & Director | 603.1K | male |
| Lawrence A. Kenyon | EVice President, Chief Financial Officer, Treasurer, Secretary & Director | 476.2K | male |
| Jedd Comiskey | Senior Vice President - Head of Europe | — | male |
| Jennifer Kissner | Senior Vice President of Clinical Development & Regulatory Affairs | — | — |
| Joel Prieve | Senior Vice President of Licensing and M&A | — | male |
| Surendra Sharma | Senior Vice President of Medical Affairs | — | — |
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No House trading activity found for this company.
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Community Opinion for OTLK
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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