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Outlook Therapeutics, Inc. (OTLK)

USD1.58 -0.16 (-8.96%)
US NASDAQ Healthcare Biotechnology
Address Building F 8852
Iselin, NJ, US
CEO Robert Charles Jahr
IPO 2016-06-14
CIK 1649989 ISIN US69012T3059

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Also trades on NASDAQ Capital Market · OTLK (USD) NASDAQ Capital Market · OTLKW (USD)
Description

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.

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
USD1.58 -0.16 (-8.96%)
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Volume Profile
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Liquidity & share structure
Average Volume
19M
Beta
0.98
Float Shares
26.94M
Free Float %
65.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.19% +1.38% -26.23% -45.99% -87.11% -85.56% -87.04% -99.05% -99.49% -99.97% -99.97%
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 (14 ratings, all time) Buy
Price Targets & DCF
Current price
1.58
Low 1.00 -36.5%
Consensus 1.00 -36.5%
Median 1.00 -36.5%
High 1.00 -36.5%
DCF (Unlevered) 1.79 +13.9%
DCF (Levered) 0.37 -76.5%

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

Ratings Trend (MoM) 67% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 2 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 2
1.00
-36.5%
All Time 2
1.00
-36.5%
Quality scores
Altman Z-Score
-43.59
Distress
Piotroski F-Score
0 / 9
Weak
MOAT Score
2 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • 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)
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 (0.33) × ERP
WACC = 16% × Ke + 84% × Kd (4.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 1.79 Current price: 1.58
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 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
Historical Ratings (3M)
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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-22.71T
OE per share TTM
-681,305.68
Owner's Yield
-121,641,919.89%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
47.5%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
59
Total invested
2.21M
Insider transactions (90d)
0
Beneficial owners (>5%)
32
Beneficial owners (>5%)
# 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)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
59
-2 vs prev Q
New positions
17
Closed positions
18
Increased
32
Reduced
8
Put/Call ratio
0.63
Calls held
246.8K
Puts held
155.0K
Top institutional holders
# 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
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% 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

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
14
Sells
0
Shares acquired
2.77M
Shares disposed
Cash buys
Cash sales
Net activity
+2,768,387
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
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

Top executives
EBIT / Employee
-27.7K
Shares Outstanding
41.14M

Executive compensation

Executive compensation (annual)
# 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%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-01-26 DEFA14A
2026-01-26 DEF 14A
2025-02-10 DEF 14A
2025-01-31 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-15 10-Q
2026-05-13 8-K
2026-05-13 424B5
2026-05-07 D
2026-04-24 SC 13G
2026-04-23 8-K
2026-04-23 424B5
2026-04-21 8-K
2026-04-07 8-K
2026-03-25 8-K

Executive team

NameTitleCompensationGender
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
ESG Rating
B
BIOTECHNOLOGY
Rank: 506 out of 712
2026
E (Environmental)
54.8 / 56.3
Company / Sector avg.
S (Social)
66.9 / 62.4
Company / Sector avg.
G (Governance)
65.2 / 60.9
Company / Sector avg.
ESG Total
62.3 / 59.9
Company / Sector avg.
ESG Score History BIOTECHNOLOGY
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

Earnings history

Earnings reports

Stock splits