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Paysign, Inc. (PAYS)

USD8.65 -0.05 (-0.57%)
US NASDAQ Industrials Specialty Business Services
Address 2615 St. Rose Parkway 89052
Henderson, NV, US
CEO Mark Newcomer
IPO 2007-10-10
CIK 1496443 ISIN US70451A1043

Explore sections of this company profile

Description

Paysign, Inc. provides prepaid card programs, comprehensive patient affordability offerings, digital banking services, and integrated payment processing services for businesses, consumers, and government institutions. The company offers solutions for corporate rewards, prepaid gift cards, general-purpose reloadable debit cards, employee incentives, consumer rebates, donor compensation, clinical trials, healthcare reimbursement payments and pharmaceutical payment assistance, and demand deposit accounts accessible with a debit card and software solutions. It also operates a customer service center; and offers a communication suite, including mobile app, two-way SMS, text alerts, and cardholder web portal. The company markets its prepaid card solutions under the Paysign brand. It serves companies and municipalities that require payment solutions for rewards, rebates, payment assistance, and other payments to their customers, employees, agents, and others. Paysign, Inc. was founded in 2001 and is headquartered in Henderson, Nevada.

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
USD8.65 -0.05 (-0.57%)
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Volume Profile
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Liquidity & share structure
Average Volume
786.9K
Beta
0.74
Float Shares
33.60M
Free Float %
60.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-12.33% -12.33% +1.75% +71.98% +6.58% +13.20% +93.05% +83.33% +101.73% +3,781.49% +732.86%
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 (8 ratings, all time) Buy
Price Targets & DCF
Current price
8.65
Low 9.00 +4.0%
Consensus 9.00 +4.0%
Median 9.00 +4.0%
High 9.00 +4.0%
DCF (Levered) 36.03 +316.5%

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) 100% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 3 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 3
7.67
-11.3%
All Time 5
6.30
-27.2%
Quality scores
Altman Z-Score
1.49
Distress
Piotroski F-Score
7 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Specialty Business Services: +7.6%
    +40.5% Q1'26: +50.8% (vs Q1'25)
  • EPS growth Specialty Business Services: +24.4%
    +89.5% Q1'26: +80.0% (vs Q1'25)
  • FCF margin FCF growth · Specialty Business Services: +27.6%
    +50.4% Q1'26: +0.0% (vs Q1'25)
  • EBIT margin Specialty Business Services: +9.0%
    +8.8% Q1'26: +0.0% (vs Q1'25)
  • ROIC Specialty Business Services: +7.8%
    +13.2% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Specialty Business Services: +0.4%
    +7.3% Q1'26: +10.7% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Specialty Business Services: -0.21×
    0.90× Q1'26: 0.15× (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 (0.72) × ERP
WACC = 97% × Ke + 3% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 8.65
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
3 Rev. Ana.
3 EPS Ana.
Dec 2027
3 Rev. Ana.
3 EPS Ana.
Revenue
23.42M
est: 23.54M (-0.5%)
34.67M
est: 35.07M (-1.2%)
24.12M
est: 24.25M (-0.5%)
29.46M
est: 29.71M (-0.8%)
38.03M
est: 38.18M (-0.4%)
47.27M
est: 50.32M (-6.1%)
58.38M
est: 58.20M (+0.3%)
82.03M
est: 80.82M (+1.5%)
107.63M
106.29M – 109.58M
+33.2% YoY
123.66M
122.11M – 125.90M
+14.9% YoY
EBITDA
3.56M
est: -12.4K (+28,915.3%)
8.03M
est: -18.4K (+43,681.2%)
-5.79M
est: -12.7K (-45,353.3%)
-1.12M
est: -15.6K (-7,065.6%)
2.79M
est: -20.0K (+14,036.8%)
3.86M
est: 4.31M (-10.5%)
7.02M
est: 4.99M (+40.7%)
15.56M
est: 6.93M (+124.7%)
9.22M
9.11M – 9.39M
+33.2% YoY
10.60M
10.46M – 10.79M
+14.9% YoY
EBIT
2.58M
est: -2.07M (+224.6%)
6.54M
est: -3.09M (+312.1%)
-7.91M
est: -2.13M (-270.9%)
-3.62M
est: -2.61M (-38.3%)
-115.4K
est: -3.36M (+96.6%)
-167.3K
est: -221.8K (+24.6%)
1.02M
est: -256.5K (+498.2%)
7.24M
est: -356.2K (+2,133.7%)
-474.3K
-482.9K – -468.4K
-33.2% YoY
-545.0K
-554.8K – -538.1K
-14.9% YoY
Net Income
2.59M
est: 4.17M (-37.9%)
7.45M
est: 11.23M (-33.6%)
-9.14M
est: -3.31M (-176.6%)
-2.72M
est: -43.1K (-6,216.8%)
1.03M
est: 926.5K (+10.9%)
6.46M
est: 7.78M (-17.0%)
3.82M
est: 3.59M (+6.2%)
7.55M
est: 7.55M (+0.0%)
14.31M
13.94M – 14.50M
+89.5% YoY
18.41M
18.04M – 18.77M
+28.7% YoY
SGA
7.84M
est: 11.77M (-33.5%)
11.66M
est: 17.54M (-33.5%)
15.09M
est: 12.13M (+24.4%)
15.83M
est: 14.86M (+6.5%)
18.16M
est: 19.10M (-4.9%)
20.28M
est: 22.92M (-11.5%)
25.18M
est: 26.51M (-5.0%)
33.15M
est: 36.82M (-9.9%)
49.03M
48.42M – 49.92M
+33.2% YoY
56.33M
55.62M – 57.35M
+14.9% YoY
EPS
0.05
est: 0.08 (-33.3%)
0.16
est: 0.20 (-20.8%)
-0.19
est: -0.06 (-219.5%)
-0.05
est: 0.00 (-6,790.3%)
0.02
est: 0.02 (+18.8%)
0.12
est: 0.13 (-8.9%)
0.07
est: 0.06 (+19.5%)
0.14
est: 0.13 (+9.8%)
0.24
0.23 – 0.24
+86.3% YoY
0.31
0.30 – 0.31
+29.5% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-05-08 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-05-07 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-05-06 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-05-05 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-05-04 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-05-01 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-04-30 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-04-29 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-04-28 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-04-27 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-04-24 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-04-23 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-04-22 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-04-21 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-04-20 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-04-17 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-04-16 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
46.23M
OE per share TTM
0.74
Owner's Yield
12.53%
Maintenance CapEx ratio
113.08%
Maint CapEx / Avg PPE
10.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
45
Total invested
35.20M
Insider transactions (90d)
1
Beneficial owners (>5%)
6
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Mark Newcomer 7.01M 19.90% 7.01M 7.01M 10.00 IN United States 2010-12-20
2 Collin McBirney 2.64M 5.10% 2.64M 2.64M HC, IN California 2022-01-20
3 Topline Capital Management, LLC 2.64M 5.10% 2.64M 2.64M IA California 2022-01-20
4 Topline Capital Partners, LP 2.64M 5.10% 2.64M 2.64M PN California 2022-01-20
5 Daniel Spence 11.00 18.50% 6.51M 6.51M 10.00 IN United States 2011-05-13
6 1.   – Anthony E. DePrima 11.00 6.40% 2.25M 2.25M 10.00 IN United States 2011-05-13

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
45
-75 vs prev Q
New positions
10
Closed positions
80
Increased
23
Reduced
7
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 TOPLINE CAPITAL MANAGEMENT, LLC 5.50M +59.1K (+1.1%) 28.35M -5.9M (-17.2%) 10.04% +0.004 pp 2.56% -3.324 pp USD3.12 +65.1% 5 qtrs
2 BLACKROCK, INC. 2.38M +31.0K (+1.3%) 12.25M -2.5M (-17.0%) 4.34% +0.012 pp 0.00% 0.000 pp USD3.70 +39.2% 6 qtrs
3 VANGUARD GROUP INC 1.87M +45.9K (+2.5%) 9.61M -1.8M (-16.1%) 3.41% +0.049 pp 0.00% +0.000 pp USD7.47 -31.1% 27 qtrs
4 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1.46M +909.8K (+164.6%) 7.53M +4.1M (+116.6%) 2.67% +1.650 pp 0.44% +0.238 pp USD5.58 -7.7% 2 qtrs
5 THOMPSON SIEGEL & WALMSLEY LLC 1.46M +187.8K (+14.8%) 7.51M -481.0K (-6.0%) 2.66% +0.318 pp 0.13% -0.003 pp USD6.14 -16.1% 2 qtrs
6 RENAISSANCE TECHNOLOGIES LLC 1.30M +177.4K (+15.7%) 6.71M -370.8K (-5.2%) 2.38% +0.302 pp 0.01% +0.001 pp USD6.93 -25.7% 27 qtrs
7 PALISADES INVESTMENT PARTNERS, LLC 924.4K +26.7K (+3.0%) 4.76M -885.6K (-15.7%) 1.69% +0.032 pp 1.80% -0.419 pp USD6.26 -17.7% 2 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 797.6K +984.0 (+0.1%) 4.11M -903.4K (-18.0%) 1.46% -0.014 pp 0.00% 0.000 pp USD5.82 -11.5% 27 qtrs
9 ROYCE & ASSOCIATES LP 778.2K +155.6K (+25.0%) 4.01M +91.6K (+2.3%) 1.42% +0.272 pp 0.04% +0.002 pp USD6.26 -17.7% 6 qtrs
10 STATE STREET CORP 629.0K +1.3K (+0.2%) 3.24M -708.7K (-18.0%) 1.15% -0.010 pp 0.00% +0.000 pp USD5.02 +2.6% 27 qtrs
11 JOULE FINANCIAL, LLC 614.2K +— (+0.0%) 3.16M -700.2K (-18.1%) 1.12% -0.012 pp 0.95% -0.210 pp USD4.57 +12.7% 6 qtrs
12 KESTRA ADVISORY SERVICES, LLC 614.2K -2.0K (-0.3%) 3.16M -712.7K (-18.4%) 1.12% -0.016 pp 0.01% -0.005 pp USD4.58 +12.4% 6 qtrs
13 1248 MANAGEMENT, LLC 497.4K -422.6K (-45.9%) 2.56M -3.2M (-55.7%) 0.91% -0.789 pp 1.37% -1.894 pp USD3.02 +70.5% 5 qtrs
14 DIMENSIONAL FUND ADVISORS LP 492.9K +61.7K (+14.3%) 2.54M -172.2K (-6.4%) 0.90% +0.104 pp 0.00% +0.000 pp USD4.56 +12.9% 27 qtrs
15 NEW YORK STATE COMMON RETIREMENT FUND 385.7K +— (+0.0%) 1.99M -439.7K (-18.1%) 0.70% -0.007 pp 0.00% -0.001 pp USD6.16 -16.4% 11 qtrs
16 TWO SIGMA INVESTMENTS, LP 377.7K -127.1K (-25.2%) 1.95M -1.2M (-38.7%) 0.69% -0.242 pp 0.00% -0.002 pp USD5.62 -8.4% 7 qtrs
17 GOLDMAN SACHS GROUP INC 344.8K +187.2K (+118.8%) 1.78M +784.5K (+79.1%) 0.63% +0.339 pp 0.00% +0.000 pp USD4.41 +16.8% 7 qtrs
18 AWM INVESTMENT COMPANY, INC. 336.1K +29.3K (+9.6%) 1.73M -198.6K (-10.3%) 0.61% +0.048 pp 0.17% -0.014 pp USD6.19 -16.8% 2 qtrs
19 JACOBS LEVY EQUITY MANAGEMENT, INC 313.5K +52.8K (+20.2%) 1.61M -25.5K (-1.6%) 0.57% +0.091 pp 0.01% 0.000 pp USD6.10 -15.6% 2 qtrs
20 NORTHERN TRUST CORP 255.4K -2.2K (-0.8%) 1.32M -304.8K (-18.8%) 0.47% -0.009 pp 0.00% +0.000 pp USD3.97 +29.7% 27 qtrs
21 CITADEL ADVISORS LLC 224.7K +77.4K (+52.5%) 1.16M +230.5K (+24.9%) 0.41% +0.138 pp 0.00% +0.000 pp USD4.02 +28.1% 22 qtrs
22 JANE STREET GROUP, LLC 207.8K -38.1K (-15.5%) 1.07M -476.7K (-30.8%) 0.38% -0.074 pp 0.00% 0.000 pp USD6.14 -16.1% 12 qtrs
23 MORGAN STANLEY 207.5K +51.5K (+33.0%) 1.07M +87.1K (+8.9%) 0.38% +0.091 pp 0.00% +0.000 pp USD5.07 +1.6% 27 qtrs
24 BANK OF NEW YORK MELLON CORP 196.4K +94.6K (+93.0%) 1.01M +371.2K (+58.0%) 0.36% +0.171 pp 0.00% +0.000 pp USD4.57 +12.7% 27 qtrs
25 SQUAREPOINT OPS LLC 195.6K +23.2K (+13.5%) 1.01M -76.8K (-7.1%) 0.36% +0.039 pp 0.00% +0.000 pp USD6.15 -16.3% 6 qtrs
26 PANAGORA ASSET MANAGEMENT INC 177.5K -42.6K (-19.3%) 914.2K -470.2K (-34.0%) 0.32% -0.082 pp 0.00% -0.002 pp USD6.22 -17.2% 6 qtrs
27 TWO SIGMA ADVISERS, LP 166.5K -55.1K (-24.9%) 857.5K -536.4K (-38.5%) 0.30% -0.105 pp 0.00% -0.001 pp USD4.30 +19.8% 7 qtrs
28 JPMORGAN CHASE & CO 155.6K +107.3K (+222.1%) 801.6K +497.6K (+163.7%) 0.28% +0.195 pp 0.00% +0.000 pp USD4.56 +12.9% 12 qtrs
29 POINT72 ASSET MANAGEMENT, L.P. 148.1K +148.1K (+100.0%) 762.8K +762.8K (+100.0%) 0.27% +0.270 pp 0.00% +0.001 pp USD5.15 +0.0% 1 qtrs NEW
30 GSA CAPITAL PARTNERS LLP 121.0K -38.7K (-24.2%) 623.0K -382.0K (-38.0%) 0.22% -0.074 pp 0.05% -0.030 pp USD3.24 +59.0% 7 qtrs
31 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 113.4K +7.0 (+0.0%) 583.9K -129.2K (-18.1%) 0.21% -0.002 pp 0.00% +0.000 pp USD3.32 +55.1% 15 qtrs
32 RESOURCES INVESTMENT ADVISORS, LLC. 107.1K +— (+0.0%) 551.4K -122.1K (-18.1%) 0.20% -0.002 pp 0.01% -0.002 pp USD13.29 -61.2% 27 qtrs
33 PRINCIPAL FINANCIAL GROUP INC 101.0K +32.8K (+48.1%) 519.9K +91.2K (+21.3%) 0.18% +0.059 pp 0.00% +0.000 pp USD5.92 -13.0% 2 qtrs
34 STRS OHIO 99.6K +20.2K (+25.4%) 512.9K +13.5K (+2.7%) 0.18% +0.035 pp 0.00% +0.000 pp USD4.19 +22.9% 11 qtrs
35 SANCTUARY ADVISORS, LLC 91.0K +— (+0.0%) 468.8K -103.8K (-18.1%) 0.17% -0.002 pp 0.00% -0.001 pp USD3.94 +30.7% 7 qtrs
36 BRIDGEWAY CAPITAL MANAGEMENT, LLC 88.7K +— (+0.0%) 456.7K -101.1K (-18.1%) 0.16% -0.002 pp 0.01% -0.002 pp USD2.25 +128.9% 16 qtrs
37 PHARVISION ADVISERS, LLC 86.6K +34.6K (+66.6%) 445.9K +119.0K (+36.4%) 0.16% +0.062 pp 0.23% +0.042 pp USD5.83 -11.7% 2 qtrs
38 STATE OF WISCONSIN INVESTMENT BOARD 84.1K +24.8K (+41.8%) 432.9K +60.0K (+16.1%) 0.15% +0.044 pp 0.00% +0.000 pp USD4.48 +15.0% 6 qtrs
39 PERRITT CAPITAL MANAGEMENT INC 80.0K +60.0K (+300.0%) 412.0K +286.2K (+227.5%) 0.15% +0.109 pp 0.69% +0.629 pp USD5.66 -9.0% 3 qtrs
40 SENTINUS, LLC 80.0K +80.0K (+100.0%) 412.0K +412.0K (+100.0%) 0.15% +0.146 pp 0.04% +0.040 pp USD5.15 +0.0% 1 qtrs NEW
41 STATE OF WYOMING 73.9K +653.0 (+0.9%) 380.5K -80.1K (-17.4%) 0.13% 0.000 pp 0.04% -0.011 pp USD6.28 -18.0% 2 qtrs
42 MILLENNIUM MANAGEMENT LLC 73.7K -9.2K (-11.1%) 379.3K -141.8K (-27.2%) 0.13% -0.018 pp 0.00% 0.000 pp USD3.62 +42.3% 19 qtrs
43 UBS GROUP AG 58.2K -256.1K (-81.5%) 299.8K -1.7M (-84.8%) 0.11% -0.474 pp 0.00% 0.000 pp USD6.27 -17.9% 27 qtrs
44 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 59.1K +5.2K (+9.7%) 293.3K -45.8K (-13.5%) 0.11% +0.009 pp 0.00% 0.000 pp USD7.02 -26.6% 3 qtrs
45 SUSQUEHANNA INTERNATIONAL GROUP, LLP 56.2K -128.5K (-69.6%) 289.4K -872.3K (-75.1%) 0.10% -0.238 pp 0.00% 0.000 pp USD7.20 -28.5% 27 qtrs
46 BARCLAYS PLC 54.1K +7.0K (+15.0%) 278.8K +106.0K (+61.3%) 0.10% +0.012 pp 0.00% +0.000 pp USD4.97 +3.6% 11 qtrs
47 RUSSELL INVESTMENTS GROUP, LTD. 53.3K +5.4K (+11.2%) 274.7K -27.1K (-9.0%) 0.10% +0.009 pp 0.00% +0.000 pp USD6.18 -16.7% 2 qtrs
48 MANGROVE PARTNERS 52.7K +52.7K (+100.0%) 271.3K +271.3K (+100.0%) 0.10% +0.096 pp 0.02% +0.022 pp USD5.15 +0.0% 1 qtrs NEW
49 AMERIPRISE FINANCIAL INC 49.9K -78.6K (-61.2%) 256.8K -551.2K (-68.2%) 0.09% -0.146 pp 0.00% 0.000 pp USD4.18 +23.2% 7 qtrs
50 NUVEEN, LLC 45.0K +— (+0.0%) 231.8K -51.3K (-18.1%) 0.08% -0.001 pp 0.00% +0.000 pp USD4.09 +25.9% 4 qtrs
51 QUANTINNO CAPITAL MANAGEMENT LP 44.8K +16.0K (+55.3%) 230.8K +49.3K (+27.1%) 0.08% +0.029 pp 0.00% +0.000 pp USD5.88 -12.4% 2 qtrs
52 RHUMBLINE ADVISERS 40.4K -6.4K (-13.6%) 208.2K -86.1K (-29.3%) 0.07% -0.013 pp 0.00% 0.000 pp USD3.04 +69.4% 11 qtrs
53 WELLS FARGO & COMPANY/MN 38.1K +16.0K (+72.2%) 196.0K +57.0K (+41.0%) 0.07% +0.029 pp 0.00% +0.000 pp USD4.43 +16.3% 27 qtrs
54 NORTH STAR INVESTMENT MANAGEMENT CORP. 38.0K +38.0K (+100.0%) 195.7K +195.7K (+100.0%) 0.07% +0.069 pp 0.01% +0.012 pp USD5.15 +0.0% 1 qtrs NEW
55 NEWEDGE ADVISORS, LLC 37.9K +1.3K (+3.5%) 195.2K -35.2K (-15.3%) 0.07% +0.002 pp 0.00% 0.000 pp USD7.13 -27.8% 5 qtrs
56 BARD ASSOCIATES INC 37.9K +1.4K (+3.9%) 195.2K -34.3K (-14.9%) 0.07% +0.002 pp 0.05% -0.011 pp USD3.52 +46.3% 6 qtrs
57 ENGINEERS GATE MANAGER LP 34.1K +19.8K (+138.3%) 175.4K +85.5K (+95.1%) 0.06% +0.036 pp 0.00% +0.001 pp USD5.96 -13.6% 3 qtrs
58 PENBROOK MANAGEMENT LLC 30.8K +30.8K (+100.0%) 158.7K +158.7K (+100.0%) 0.06% +0.056 pp 0.11% +0.110 pp USD5.15 +0.0% 1 qtrs NEW
59 BANK OF AMERICA CORP /DE/ 29.4K +12.3K (+71.8%) 151.2K +43.7K (+40.7%) 0.05% +0.022 pp 0.00% +0.000 pp USD5.54 -7.0% 13 qtrs
60 ARISTA WEALTH MANAGEMENT, LLC 29.3K +— (+0.0%) 150.8K -33.4K (-18.1%) 0.05% -0.001 pp 0.02% -0.004 pp USD6.29 -18.1% 2 qtrs
61 ALLIANCEBERNSTEIN L.P. 27.0K -2.9K (-9.7%) 139.2K -49.1K (-26.1%) 0.05% -0.006 pp 0.00% +0.000 pp USD4.17 +23.5% 7 qtrs
62 CONNORS INVESTOR SERVICES INC 25.9K +— (+0.0%) 133.4K -29.5K (-18.1%) 0.05% -0.001 pp 0.01% -0.002 pp USD2.89 +78.2% 21 qtrs
63 DEUTSCHE BANK AG\ 25.8K -9.5K (-26.8%) 133.0K -89.1K (-40.1%) 0.05% -0.018 pp 0.00% +0.000 pp USD4.30 +19.8% 8 qtrs
64 GRAHAM CAPITAL MANAGEMENT, L.P. 25.7K -18.6K (-42.0%) 132.4K -146.3K (-52.5%) 0.05% -0.035 pp 0.00% -0.001 pp USD6.29 -18.1% 2 qtrs
65 ZACKS INVESTMENT MANAGEMENT 24.7K +— (+0.0%) 127.3K -28.2K (-18.1%) 0.05% -0.001 pp 0.00% 0.000 pp USD6.29 -18.1% 2 qtrs
66 INVESCO LTD. 24.4K +7.5K (+44.7%) 125.7K +19.6K (+18.4%) 0.04% +0.013 pp 0.00% +0.000 pp USD4.49 +14.7% 11 qtrs
67 JUMP FINANCIAL, LLC 24.1K -36.0K (-59.9%) 123.9K -253.8K (-67.2%) 0.04% -0.067 pp 0.00% -0.003 pp USD6.29 -18.1% 2 qtrs
68 FEDERATED HERMES, INC. 23.9K +10.3K (+75.7%) 123.1K +37.5K (+43.9%) 0.04% +0.019 pp 0.00% +0.000 pp USD5.80 -11.2% 2 qtrs
69 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 20.8K -77.3K (-78.8%) 107.2K -510.2K (-82.6%) 0.04% -0.143 pp 0.00% -0.002 pp USD7.20 -28.5% 11 qtrs
70 BOOTHBAY FUND MANAGEMENT, LLC 20.1K +346.0 (+1.8%) 103.5K -20.7K (-16.7%) 0.04% +0.000 pp 0.00% 0.000 pp USD6.27 -17.9% 2 qtrs
71 PRICE T ROWE ASSOCIATES INC /MD/ 18.9K +— (+0.0%) 98.0K -22.0K (-18.3%) 0.03% 0.000 pp 0.00% +0.000 pp USD4.19 +22.9% 6 qtrs
72 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 16.4K +926.0 (+6.0%) 84.7K -12.9K (-13.2%) 0.03% +0.001 pp 0.00% +0.000 pp USD3.88 +32.7% 7 qtrs
73 INTECH INVESTMENT MANAGEMENT LLC 16.1K -1.8K (-9.9%) 82.8K -29.5K (-26.3%) 0.03% -0.004 pp 0.00% 0.000 pp USD3.23 +59.4% 5 qtrs
74 EXODUSPOINT CAPITAL MANAGEMENT, LP 15.9K +15.9K (+100.0%) 81.8K +81.8K (+100.0%) 0.03% +0.029 pp 0.00% +0.001 pp USD5.15 +0.0% 1 qtrs NEW
75 MAN GROUP PLC 13.7K -4.3K (-23.9%) 70.6K -42.7K (-37.7%) 0.03% -0.008 pp 0.00% 0.000 pp USD6.29 -18.1% 2 qtrs
76 QUBE RESEARCH & TECHNOLOGIES LTD 12.9K +2.2K (+20.4%) 66.4K -978.0 (-1.5%) 0.02% +0.004 pp 0.00% +0.000 pp USD6.10 -15.6% 6 qtrs
77 AQR CAPITAL MANAGEMENT LLC 12.5K -90.0 (-0.7%) 64.5K -14.8K (-18.7%) 0.02% 0.000 pp 0.00% +0.000 pp USD7.16 -28.1% 3 qtrs
78 TREXQUANT INVESTMENT LP 12.1K -125.8K (-91.3%) 62.1K -805.2K (-92.8%) 0.02% -0.232 pp 0.00% -0.008 pp USD6.29 -18.1% 2 qtrs
79 STATE OF ALASKA, DEPARTMENT OF REVENUE 11.5K +9.3K (+434.3%) 59.0K +46.0K (+353.8%) 0.02% +0.017 pp 0.00% +0.001 pp USD5.36 -3.9% 2 qtrs
80 METLIFE INVESTMENT MANAGEMENT, LLC 11.4K -8.3K (-42.1%) 58.9K -65.5K (-52.6%) 0.02% -0.016 pp 0.00% 0.000 pp USD7.20 -28.5% 3 qtrs
81 MANUFACTURERS LIFE INSURANCE COMPANY, THE 11.4K -1.2K (-9.3%) 58.7K -20.3K (-25.7%) 0.02% -0.002 pp 0.00% +0.000 pp USD7.20 -28.5% 3 qtrs
82 QUEST PARTNERS LLC 11.0K +— (+0.0%) 56.8K -12.6K (-18.1%) 0.02% 0.000 pp 0.00% -0.001 pp USD6.29 -18.1% 2 qtrs
83 INSCRIPTION CAPITAL, LLC 11.0K +— (+0.0%) 56.4K -12.5K (-18.1%) 0.02% 0.000 pp 0.01% -0.002 pp USD6.29 -18.1% 2 qtrs
84 SG AMERICAS SECURITIES, LLC 10.1K +10.1K (+100.0%) 52.0K +52.0K (+100.0%) 0.02% +0.018 pp 0.00% +0.000 pp USD5.15 +0.0% 1 qtrs NEW
85 INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 10.0K +— (+0.0%) 51.5K -11.4K (-18.1%) 0.02% 0.000 pp 0.02% -0.006 pp USD2.37 +117.3% 14 qtrs
86 CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD 9.9K +7.8K (+381.5%) 50.9K +38.0K (+294.2%) 0.02% +0.014 pp 0.01% +0.003 pp USD5.39 -4.5% 2 qtrs
87 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 8.5K +— (+0.0%) 43.8K -9.7K (-18.1%) 0.02% 0.000 pp 0.00% 0.000 pp USD3.02 +70.5% 5 qtrs
88 BNP PARIBAS ARBITRAGE, SNC 7.8K +861.0 (+12.5%) 40.0K -3.4K (-7.9%) 0.01% +0.001 pp 0.00% +0.000 pp USD4.89 +5.3% 11 qtrs
89 FMR LLC 7.6K -1.9K (-19.9%) 39.2K -20.5K (-34.4%) 0.01% -0.004 pp 0.00% +0.000 pp USD3.20 +60.9% 11 qtrs
90 QUARRY LP 6.4K -2.2K (-25.7%) 32.9K -21.2K (-39.2%) 0.01% -0.004 pp 0.01% -0.007 pp USD6.29 -18.1% 2 qtrs
91 ROYAL BANK OF CANADA 4.3K +3.9K (+1,076.8%) 22.0K +20.0K (+1,000.0%) 0.01% +0.007 pp 0.00% +0.000 pp USD5.31 -3.0% 27 qtrs
92 LEGAL & GENERAL GROUP PLC 3.5K -200.0 (-5.4%) 18.2K -5.3K (-22.5%) 0.01% 0.000 pp 0.00% +0.000 pp USD2.46 +109.3% 11 qtrs
93 GROUP ONE TRADING, L.P. 3.4K +3.4K (+100.0%) 17.6K +17.6K (+100.0%) 0.01% +0.006 pp 0.00% +0.000 pp USD5.15 +0.0% 1 qtrs NEW
94 AMERITAS INVESTMENT PARTNERS, INC. 2.7K +— (+0.0%) 13.9K -3.1K (-18.1%) 0.00% 0.000 pp 0.00% 0.000 pp USD2.45 +110.2% 11 qtrs
95 JONES FINANCIAL COMPANIES LLLP 2.6K +1.6K (+160.0%) 13.4K +7.6K (+130.9%) 0.00% +0.003 pp 0.00% +0.000 pp USD5.61 -8.2% 4 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 57 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Ballast Small/Mid Cap ETF MGMT 1.66% 2.50M 1.10%
2 Invesco Dorsey Wright SmallCap Momentum ETF DWAS 0.46% 2.17M 0.60%
3 Royce Quant Small-Cap Quality Value ETF SQLV 0.19% 56.3K 0.60%
4 iShares Micro-Cap ETF IWC 0.09% 1.36M 0.60%
5 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.03% 314.9K 0.20%
6 iShares Russell 2000 Growth ETF IWO 0.03% 3.80M 0.24%
7 Invesco Russell 2000 Dynamic Multifactor ETF OMFS 0.02% 60.2K 0.39%
8 U.S. Small Cap Growth Portfolio: ETF Class Shares DUSG 0.02% 414.4K 0.33%
9 State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L 0.01% 820.0K 0.30%
10 Vanguard Russell 2000 Growth ETF VTWG 0.01% 241.0K 0.06%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
1
Shares acquired
Shares disposed
6.7K
Cash buys
Cash sales
1.00
Net activity
-6,667
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-04 Herman Joan M Director / Officer S-Sale D Common Stock 6,667 7.01 46.7K 831,583 D
2026-02-28 Baker Jeffery Bradford Officer M-Exempt A Common Stock 60,000 0.00 412,273 D
2025-12-12 Strobo Robert Officer S-Sale D Common Stock 20,000 5.47 109.4K 327,290 D
2025-08-04 Strobo Robert Officer S-Sale D Common Stock 26,521 7.09 187.9K 247,290 D
2025-08-04 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 62,158 7.09 440.4K 8,750,728 D
2025-08-04 Lanford Matthew Louis Director / Officer S-Sale D Common Stock 26,367 7.09 186.8K 147,364 D
2025-08-04 Herman Joan M Director / Officer S-Sale D Common Stock 14,160 7.09 100.3K 821,583 D
2025-08-04 Baker Jeffery Bradford Officer S-Sale D Common Stock 30,396 7.09 215.4K 252,273 D
2025-07-31 Strobo Robert Officer M-Exempt A Common Stock 64,000 0.00 273,811 D
2025-07-31 Newcomer Mark Director / Officer / 10% Owner M-Exempt A Common Stock 150,000 0.00 8,812,886 D
2025-07-31 Lanford Matthew Louis Director / Officer M-Exempt A Common Stock 64,000 0.00 173,731 D
2025-07-31 Herman Joan M Director / Officer M-Exempt A Common Stock 36,000 0.00 835,743 D
2025-07-31 Baker Jeffery Bradford Officer M-Exempt D Stock Grant 64,000 0.00 128,000 D
2025-06-16 HENRY DANIEL R Director P-Purchase A Common Stock 10,084 4.96 50.0K 129,884 D
2025-06-11 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 8,000 5.00 40.0K 8,662,886 D
2025-06-10 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 31,500 5.00 157.5K 8,670,886 D
2025-06-09 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 46,500 5.01 232.7K 8,702,386 D
2025-06-05 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 19,693 4.51 88.8K 8,748,886 D
2025-06-02 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 307 4.50 1.4K 8,768,579 D
2025-05-31 Triplett Dennis L Director M-Exempt A Common Stock 20,000 4.45 89.0K 250,000 D
2025-05-31 NEWMAN JEFFREY B Director M-Exempt A Common Stock 20,000 4.45 89.0K 50,000 D
2025-05-31 Mina Bruce A Director M-Exempt A Common Stock 20,000 4.45 89.0K 258,500 D
2025-05-31 HENRY DANIEL R Director M-Exempt A Common Stock 20,000 4.45 89.0K 119,800 D
2025-05-29 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 168,000 4.51 757.5K 8,768,886 D
2025-05-14 HENRY DANIEL R Director P-Purchase A Common Stock 19,800 3.42 67.7K 99,800 D
2025-05-07 Strobo Robert Officer A-Award A Common Stock 100,000 0.00 347,290 D
2025-05-07 Newcomer Mark Director / Officer / 10% Owner A-Award A Common Stock 200,000 0.00 8,950,728 D
2025-05-07 Lanford Matthew Louis Director / Officer A-Award A Common Stock 33,334 0.00 180,698 D
2025-05-07 Herman Joan M Director / Officer A-Award A Common Stock 16,667 0.00 838,250 D
2025-05-07 Baker Jeffery Bradford Officer A-Award A Common Stock 100,000 0.00 352,273 D
2025-03-03 Baker Jeffery Bradford Officer S-Sale D Common Stock 28,396 2.44 69.4K 218,669 D
2025-03-01 Spence Daniel 10% Owner J-Other D Common Stock 4,695,000 0.00 4,295,000 D
2025-02-28 Baker Jeffery Bradford Officer M-Exempt A Common Stock 60,000 0.00 247,065 D
2025-02-24 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 100,000 2.73 272.8K 8,936,886 D
2025-01-23 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 12,000 2.85 34.1K 9,036,886 D
2025-01-22 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 27,000 2.88 77.8K 9,048,886 D
2025-01-21 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 61,000 2.89 176.1K 9,075,886 D
2025-01-14 Topline Capital Partners, LP 10% Owner S-Sale D Common Stock 120,000 3.24 388.8K 5,336,146 D
2025-01-14 Topline Capital Management, LLC Other S-Sale D Common Stock 120,000 3.24 388.8K 5,336,146 I
2025-01-13 Topline Capital Partners, LP 10% Owner S-Sale D Common Stock 154,982 3.06 474.2K 5,456,146 D
2025-01-13 Topline Capital Management, LLC Other S-Sale D Common Stock 154,982 3.06 474.2K 5,456,146 I
2024-12-31 Topline Capital Partners, LP 10% Owner S-Sale D Common Stock 20,834 3.03 63.1K 5,611,128 D
2024-12-31 Topline Capital Management, LLC Other S-Sale D Common Stock 20,834 3.03 63.1K 5,611,128 I
2024-12-30 Topline Capital Partners, LP 10% Owner S-Sale D Common Stock 227,084 3.07 697.1K 5,631,962 D
2024-12-30 Topline Capital Management, LLC Other S-Sale D Common Stock 227,084 3.07 697.1K 5,631,962 I
2024-12-27 Topline Capital Partners, LP 10% Owner S-Sale D Common Stock 231,187 3.31 765.2K 5,859,046 D
2024-12-27 Topline Capital Management, LLC Other S-Sale D Common Stock 231,187 3.31 765.2K 5,859,046 I
2024-12-10 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 28,000 3.22 90.2K 9,167,886 D
2024-12-09 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 41,000 3.31 135.6K 9,195,886 D
2024-11-20 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 25,000 3.27 81.8K 9,236,886 D
2024-11-19 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 35,000 3.26 114.0K 9,261,886 D
2024-11-18 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 40,000 3.24 129.7K 9,296,886 D
2024-11-08 Lanford Matthew Louis Director / Officer S-Sale D Common Stock 25,360 3.96 100.3K 109,731 D
2024-10-23 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 36,000 3.66 131.8K 9,336,886 D
2024-10-22 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 42,000 3.73 156.8K 9,372,886 D
2024-10-21 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 22,000 3.75 82.5K 9,414,886 D
2024-09-30 Spence Daniel 10% Owner S-Sale D Common Stock 100,000 3.76 375.8K 8,990,000 D
2024-09-27 Spence Daniel 10% Owner S-Sale D Common Stock 100,000 3.61 360.5K 9,090,000 D
2024-09-24 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 50,000 4.18 209.0K 9,436,886 D
2024-09-23 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 50,000 4.25 212.3K 9,486,886 D
2024-09-20 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 9,000 4.51 40.6K 9,536,886 D
2024-09-19 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 1,500 4.50 6.8K 9,545,886 D
2024-09-13 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 1,500 4.50 6.8K 9,547,386
2024-08-05 Strobo Robert Officer S-Sale D Common Stock 29,690 4.54 134.8K 209,811
2024-08-05 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 69,593 4.54 316.0K 9,548,886
2024-08-05 Lanford Matthew Louis Director / Officer S-Sale D Common Stock 29,340 4.54 133.2K 135,091
2024-08-05 Herman Joan M Director / Officer S-Sale D Common Stock 15,854 4.54 72.0K 799,743
2024-08-05 Baker Jeffery Bradford Officer S-Sale D Common Stock 34,032 4.54 154.5K 187,065
2024-07-31 Strobo Robert Officer M-Exempt A Common Stock 64,000 0.00 239,501
2024-07-31 Newcomer Mark Director / Officer / 10% Owner M-Exempt D Stock Grant 150,000 0.00 450,000
2024-07-31 Lanford Matthew Louis Director / Officer M-Exempt A Common Stock 64,000 0.00 164,431
2024-07-31 Herman Joan M Director / Officer M-Exempt D Stock Grant 36,000 0.00 108,000
2024-07-31 Baker Jeffery Bradford Officer M-Exempt D Stock Grant 64,000 0.00 192,000
2024-07-01 Lanford Matthew Louis Director / Officer S-Sale D Common Stock 8,038 4.03 32.4K 100,431
2024-06-30 Lanford Matthew Louis Director / Officer M-Exempt A Common Stock 20,000 0.00 108,469
2024-05-31 Triplett Dennis L Director M-Exempt A Common Stock 20,000 4.53 90.6K 230,000
2024-05-31 NEWMAN JEFFREY B Director M-Exempt A Common Stock 20,000 4.53 90.6K 30,000
2024-05-31 Mina Bruce A Director M-Exempt A Common Stock 20,000 4.53 90.6K 238,500
2024-05-31 HENRY DANIEL R Director M-Exempt A Common Stock 20,000 4.53 90.6K 80,000
2024-05-14 Mina Bruce A Director P-Purchase A Common Stock 1,206 4.81 5.8K 218,500
2024-03-18 Topline Capital Partners, LP 10% Owner P-Purchase A Common Stock 7,242 3.07 22.2K 6,160,742
2024-03-18 Topline Capital Management, LLC Other P-Purchase A Common Stock 7,242 3.07 22.2K 6,160,742
2024-03-15 Topline Capital Partners, LP 10% Owner P-Purchase A Common Stock 54,183 2.97 160.9K 6,153,500
2024-03-15 Topline Capital Management, LLC Other P-Purchase A Common Stock 54,183 2.97 160.9K 6,153,500
2024-03-14 Topline Capital Partners, LP 10% Owner P-Purchase A Common Stock 51,300 2.93 150.3K 6,099,317
2024-03-14 Topline Capital Management, LLC Other P-Purchase A Common Stock 51,300 2.93 150.3K 6,099,317
2024-03-13 Topline Capital Partners, LP 10% Owner P-Purchase A Common Stock 36,781 3.04 111.8K 6,048,017
2024-03-13 Topline Capital Management, LLC Other P-Purchase A Common Stock 36,781 3.04 111.8K 6,048,017
2024-03-12 Topline Capital Partners, LP 10% Owner P-Purchase A Common Stock 37,517 3.01 112.9K 6,011,236
2024-03-12 Topline Capital Management, LLC Other P-Purchase A Common Stock 37,517 3.01 112.9K 6,011,236
2024-03-12 Mina Bruce A Director S-Sale D Common Stock 426 3.01 1.3K 217,294
2024-03-11 Topline Capital Partners, LP 10% Owner P-Purchase A Common Stock 30,100 2.99 90.0K 5,973,719
2024-03-11 Topline Capital Management, LLC Other P-Purchase A Common Stock 30,100 2.99 90.0K 5,973,719
2024-03-07 Topline Capital Partners, LP 10% Owner P-Purchase A Common Stock 86,978 2.99 260.1K 5,943,619
2024-03-07 Topline Capital Management, LLC Other P-Purchase A Common Stock 86,978 2.99 260.1K 5,943,619
2024-03-06 Topline Capital Partners, LP 10% Owner P-Purchase A Common Stock 55,049 2.90 159.6K 5,856,641
2024-03-06 Topline Capital Management, LLC Other P-Purchase A Common Stock 55,049 2.90 159.6K 5,856,641
2024-03-05 Topline Capital Partners, LP 10% Owner P-Purchase A Common Stock 39,674 2.86 113.5K 5,801,592
2024-03-05 Topline Capital Management, LLC Other P-Purchase A Common Stock 39,674 2.86 113.5K 5,801,592
2024-03-04 Baker Jeffery Bradford Officer S-Sale D Common Stock 27,691 2.87 79.4K 157,097
2024-02-28 Baker Jeffery Bradford Officer M-Exempt A Common Stock 60,000 0.00 184,788
2024-02-21 Topline Capital Partners, LP 10% Owner P-Purchase A Common Stock 25,082 3.08 77.3K 5,761,918
2024-02-21 Topline Capital Management, LLC Other P-Purchase A Common Stock 25,082 3.08 77.3K 5,761,918
2024-02-20 Topline Capital Partners, LP 10% Owner P-Purchase A Common Stock 26,444 3.01 79.6K 5,736,836
2024-02-20 Topline Capital Management, LLC Other P-Purchase A Common Stock 26,444 3.01 79.6K 5,736,836
2024-02-16 Topline Capital Partners, LP 10% Owner P-Purchase A Common Stock 25,736 3.03 78.0K 5,710,392
2024-02-16 Topline Capital Management, LLC Other P-Purchase A Common Stock 25,736 3.03 78.0K 5,710,392
2024-02-06 Topline Capital Partners, LP 10% Owner P-Purchase A Common Stock 38,544 3.05 117.6K 5,684,656
2024-02-06 Topline Capital Management, LLC Other P-Purchase A Common Stock 38,544 3.05 117.6K 3,684,656
2024-02-05 Topline Capital Partners, LP 10% Owner P-Purchase A Common Stock 43,607 2.91 126.9K 5,646,112
2024-02-05 Topline Capital Management, LLC Other P-Purchase A Common Stock 43,607 2.91 126.9K 5,646,112
2024-02-02 Topline Capital Partners, LP 10% Owner P-Purchase A Common Stock 30,149 2.98 89.8K 5,602,505
2024-02-02 Topline Capital Management, LLC Other P-Purchase A Common Stock 30,149 2.98 89.8K 5,602,505
2024-01-31 Topline Capital Partners, LP 10% Owner P-Purchase A Common Stock 87,344 3.08 269.0K 5,572,356
2024-01-31 Topline Capital Management, LLC Other P-Purchase A Common Stock 87,344 3.08 269.0K 5,572,356
2024-01-30 Topline Capital Partners, LP 10% Owner P-Purchase A Common Stock 12,604 3.03 38.2K 5,485,012
2024-01-30 Topline Capital Management, LLC Other P-Purchase A Common Stock 12,604 3.03 38.2K 5,485,012
2024-01-29 Topline Capital Partners, LP 10% Owner P-Purchase A Common Stock 8,379 2.87 24.0K 5,472,408
2024-01-29 Topline Capital Management, LLC Other P-Purchase A Common Stock 8,379 2.87 24.0K 5,472,408
2024-01-25 Topline Capital Partners, LP 10% Owner P-Purchase A Common Stock 15,059 2.83 42.6K 5,464,029
2024-01-25 Topline Capital Management, LLC Other P-Purchase A Common Stock 15,059 2.83 42.6K 5,464,029
2024-01-24 Topline Capital Partners, LP 10% Owner P-Purchase A Common Stock 73,000 2.80 204.4K 5,448,970
2024-01-24 Topline Capital Management, LLC Other P-Purchase A Common Stock 73,000 2.80 204.4K 5,448,970
2024-01-23 Topline Capital Partners, LP 10% Owner P-Purchase A Common Stock 19,098 2.74 52.3K 5,375,970
2024-01-23 Topline Capital Management, LLC Other P-Purchase A Common Stock 19,098 2.74 52.3K 5,375,970
2024-01-22 Topline Capital Partners, LP 10% Owner D Common Stock 0 0.00 5,356,872
2024-01-22 Topline Capital Management, LLC Other I Common Stock 0 0.00 5,356,872
2023-11-01 Strobo Robert Officer S-Sale D Common Stock 16,709 1.75 29.2K 175,501
2023-10-31 Strobo Robert Officer M-Exempt A Common Stock 40,000 0.00 192,210
2023-08-15 Mina Bruce A Director S-Sale D Common Stock 780 1.94 1.5K 217,720
2023-08-04 Strobo Robert Officer S-Sale D Common Stock 2,924 1.84 5.4K 152,210
2023-08-04 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 7,152 1.84 13.1K 9,468,479
2023-08-04 Lanford Matthew Louis Director / Officer S-Sale D Common Stock 2,897 1.84 5.3K 88,469
2023-08-04 Herman Joan M Director S-Sale D Common Stock 1,604 1.84 2.9K 779,597
2023-08-04 Baker Jeffery Bradford Officer S-Sale D Common Stock 3,498 1.84 6.4K 124,788
2023-08-03 Strobo Robert Officer S-Sale D Common Stock 7,143 1.77 12.6K 155,134
2023-08-03 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 17,475 1.77 30.9K 9,475,631
2023-08-03 Lanford Matthew Louis Director / Officer S-Sale D Common Stock 7,077 1.77 12.5K 91,366
2023-08-03 Herman Joan M Director S-Sale D Common Stock 3,920 1.77 6.9K 781,201
2023-08-03 Baker Jeffery Bradford Officer S-Sale D Common Stock 8,546 1.77 15.1K 128,286
2023-08-02 Strobo Robert Officer S-Sale D Common Stock 7,273 1.82 13.2K 162,277
2023-08-02 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 17,793 1.82 32.3K 9,493,106
2023-08-02 Lanford Matthew Louis Officer S-Sale D Common Stock 7,206 1.82 13.1K 98,443
2023-08-02 Herman Joan M Director / Officer S-Sale D Common Stock 3,992 1.82 7.2K 785,121
2023-08-02 Baker Jeffery Bradford Officer S-Sale D Common Stock 8,701 1.82 15.8K 136,832
2023-08-01 Strobo Robert Officer S-Sale D Common Stock 8,299 1.88 15.6K 169,550
2023-08-01 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 20,303 1.88 38.2K 9,510,899
2023-08-01 Lanford Matthew Louis Officer S-Sale D Common Stock 8,222 1.88 15.5K 105,649
2023-08-01 Herman Joan M Director / Officer S-Sale D Common Stock 4,555 1.88 8.6K 789,113
2023-08-01 Baker Jeffery Bradford Officer S-Sale D Common Stock 9,928 1.88 18.7K 145,533
2023-07-31 Strobo Robert Officer M-Exempt A Common Stock 64,000 0.00 177,849
2023-07-31 Newcomer Mark Director / Officer / 10% Owner M-Exempt D Stock Grant 150,000 0.00 600,000
2023-07-31 Lanford Matthew Louis Officer M-Exempt A Common Stock 64,000 0.00 113,871
2023-07-31 Herman Joan M Director / Officer M-Exempt D Stock Grant 36,000 0.00 144,000
2023-07-31 Baker Jeffery Bradford Officer M-Exempt D Stock Grant 64,000 0.00 256,000
2023-07-03 Lanford Matthew Louis Officer S-Sale D Common Stock 7,725 2.39 18.5K 49,871
2023-06-30 Lanford Matthew Louis Officer M-Exempt A Common Stock 20,000 0.00 57,596
2023-06-01 HENRY DANIEL R Director A-Award A Common Stock 50,000 2.52 125.9K 50,000
2023-05-31 Triplett Dennis L Director M-Exempt A Common Stock 10,000 2.40 24.0K 210,000
2023-05-31 NEWMAN JEFFREY B Director M-Exempt A Common Stock 10,000 2.40 24.0K 10,000
2023-05-31 Mina Bruce A Director M-Exempt A Common Stock 10,000 2.40 24.0K 218,500
2023-05-31 HENRY DANIEL R Director M-Exempt A Common Stock 10,000 2.40 24.0K 60,000
2023-05-17 Mina Bruce A Director A-Award A Common Stock 3,000 3.38 10.1K 208,500
2023-03-27 Spence Daniel 10% Owner S-Sale D Common Stock 200,000 3.33 666.0K 9,190,000
2023-03-01 Baker Jeffery Bradford Officer S-Sale D Common Stock 27,232 3.70 100.8K 91,461
2023-02-28 Baker Jeffery Bradford Officer M-Exempt A Common Stock 60,000 3.88 232.8K 118,693
2022-12-16 NEWMAN JEFFREY B Director D No securities are beneficially owned. 0 0.00 0
2022-11-03 Strobo Robert Officer S-Sale D Common Stock 2 2.26 4.52 113,849
2022-11-02 Strobo Robert Officer S-Sale D Common Stock 16,201 2.36 38.3K 113,851
2022-10-31 Strobo Robert Officer M-Exempt A Common Stock 40,000 2.45 98.0K 130,052
2022-07-06 Lanford Matthew Louis Officer S-Sale D Common Stock 6,966 1.72 12.0K 37,596
2022-06-30 Lanford Matthew Louis Officer M-Exempt A Common Stock 20,000 0.00 44,562
2022-05-03 Triplett Dennis L Director M-Exempt D Stock Grant 50,000 0.00 0
2022-04-13 Williams Quinn P Director A-Award A Common Stock 50,000 0.00 185,000 D
2022-03-29 Mina Bruce A Director A-Award A Common Stock 50,000 0.00 205,500
2022-03-01 Baker Jeffery Bradford Officer S-Sale D Common Stock 26,307 2.13 56.0K 58,693
2022-02-28 Baker Jeffery Bradford Officer M-Exempt A Stock Grant 60,000 0.00 240,000
2021-11-01 Strobo Robert Officer S-Sale D Common Stock 14,261 2.77 39.5K 75,791
2021-10-29 Strobo Robert Officer M-Exempt A Common Stock 40,000 2.52 100.8K 90,052
2021-10-04 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 2,462 2,532.00 6.23M 9,381,202
2021-10-01 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 38,828 2.58 100.0K 9,383,664
2021-09-30 Newcomer Mark Director / Officer / 10% Owner M-Exempt A Common Stock 100,000 2.70 270.0K 9,422,492
2021-09-09 Herman Joan M Director / Officer S-Sale D Common Stock 2,943 2.56 7.5K 757,668
2021-09-08 Herman Joan M Director / Officer S-Sale D Common Stock 76,004 2.38 180.7K 760,611
2021-09-03 Herman Joan M Director / Officer M-Exempt A Common Stock 200,000 2.46 492.0K 836,615
2021-07-02 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 494 3.16 1.6K 9,322,492
2021-07-02 Lanford Matthew Louis Officer S-Sale D Common Stock 55 3.18 174.63 24,562
2021-07-01 Newcomer Mark Director / Officer / 10% Owner S-Sale D Common Stock 39,455 3.13 123.6K 9,322,986
2021-07-01 Lanford Matthew Louis Officer S-Sale D Common Stock 7,125 3.15 22.4K 24,617
2021-06-30 Spence Daniel Director / Officer / 10% Owner M-Exempt A Common Stock 100,000 0.00 9,290,000
2021-06-30 Newcomer Mark Director / Officer / 10% Owner M-Exempt D Stock Grant 100,000 0.00 100,000
2021-06-30 Lanford Matthew Louis Officer M-Exempt A Common Stock 20,000 0.00 31,742
2021-05-14 Baker Jeffery Bradford Officer P-Purchase A Common Stock 25,000 3.13 78.3K 25,000
2021-05-03 Triplett Dennis L Director A-Award A Common Stock 50,000 0.00 150,000
2021-04-19 Williams Quinn P Director A-Award A Common Stock 50,000 0.00 135,000
2021-04-01 Newcomer Mark Director / Officer / 10% Owner F-InKind D Common Stock 37,300 4.45 166.1K 9,262,441
2021-03-31 Spence Daniel Director / Officer / 10% Owner A-Award A Common Stock 100,000 0.00 9,090,000
2021-03-31 Newcomer Mark Director / Officer / 10% Owner C-Conversion D Stock Grant 100,000 0.00 300,000
2021-03-31 Attinger Mark Kenneth J-Other D Stock Options 75,000 3.87 290.3K 25,000
2021-03-30 Attinger Mark Kenneth S-Sale D Common Stock 80,000 4.12 329.7K 26,084

Executive team

Top executives
EBIT / Employee
32.6K
Shares Outstanding
55.19M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Mark R. Newcomer, CEO 1.05M 301.9K 1.40M 4.4K 2.75M 50.76%
2 2025 Matthew Turner, President, Patient Affordability 445.0K 282.0K 815.5K 1.54M 52.87%
3 2025 Michael Ngo, Chief Innovation Officer 295.4K 1.9K 1.19M 2.5K 1.49M 79.88%
4 2024 Mark R. Newcomer, CEO 1.04M 302.0K 3.3K 1.35M 0.00%
5 2024 Robert P. Strobo, CLO 467.3K 226.9K 4.8K 699.0K 0.00%
6 2024 Jeffery B. Baker, CFO 467.3K 226.9K 3.3K 697.6K 0.00%
7 2024 Matthew Turner, President, Patient Affordability 408.7K 127.0K 3.8K 539.5K 0.00%
8 2023 Mark R. Newcomer, CEO 950.0K 254.4K 3.3K 1.21M 0.00%
9 2023 Robert P. Strobo, CLO 375.0K 194.2K 5.5K 574.7K 0.00%
10 2023 Jeffery B. Baker, CFO 375.0K 194.1K 2.9K 572.0K 0.00%
11 2022 Mark R. Newcomer, CEO 950.0K 204.1K 1.36M 6.6K 2.52M 53.91%
12 2022 Robert P. Strobo, CLO 375.0K 181.0K 579.2K 5.0K 1.14M 50.80%
13 2022 Jeffery B. Baker, CFO 375.0K 181.0K 579.2K 3.5K 1.14M 50.87%
14 2021 Jeffery B. Baker, CFO 310.1K 161.8K 1.43M 11.6K 1.91M 74.70%
15 2021 Mark R. Newcomer, CEO 950.0K 1.7K 11.6K 963.3K 0.00%
16 2021 Mark K. Attinger, CFO 285.3K 275.6K 4.8K 565.7K 48.72%
17 2021 Robert P. Strobo, CLO 370.4K 1.4K 11.6K 383.4K 0.00%
18 2020 Mark R. Newcomer, CEO 950.0K 63.0K 24.0K 1.04M 6.08%
19 2020 Mark R. Newcomer, President & CEO 950.0K 63.0K 24.0K 1.04M 6.08%
20 2020 Mark Attinger, CFO 360.4K 45.0K 368.5K 16.2K 790.1K 46.64%
21 2020 Mark K. Attinger, CFO 360.4K 45.0K 368.5K 16.2K 790.1K 46.64%
22 2020 Daniel H. Spence, EVP 600.0K 63.0K 663.0K 9.51%
23 2020 Robert P. Strobo, CLO 360.0K 142.8K 14.4K 517.2K 27.61%
24 2019 Mark R. Newcomer, President & CEO 883.3K 53.6K 63.0K 32.0K 1.03M 6.11%
25 2019 Daniel H. Spence, EVP 600.0K 63.0K 663.0K 9.51%
26 2019 Mark Attinger, CFO 323.7K 312.2K 11.2K 647.1K 48.24%
27 2018 Mark R. Newcomer, President & CEO 650.0K 146.4K 874.9K 0.00%
28 2018 Daniel H. Spence, CTO 450.0K 40.0K 553.0K 0.00%
29 2018 Joan M. Herman, COO 250.0K 407.7K 0.00%
30 2018 Daniel H. Spence, EVP 450.0K 40.0K 381.5K 0.00%
31 2018 Mark Attinger, CFO 41.5K 93.6K 0.00%
32 2017 Mark R. Newcomer, President & CEO 424.2K 60.0K 551.7K 0.00%
33 2017 Daniel H. Spence, CIO 318.5K 381.5K 0.00%
34 2017 Daniel H. Spence, CTO 318.5K 381.5K 0.00%
35 2017 Brian Polan, CFO 152.9K 173.6K 0.00%
36 2017 Joan M. Herman, COO 76.9K 98.0K 0.00%
37 2016 Mark R. Newcomer, President & CEO 300.0K 315.8K 0.00%
38 2016 Daniel H. Spence, CIO 178.5K 194.3K 0.00%
39 2016 Brian Polan, CFO 89.5K 93.5K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-26 DEFA14A
2026-03-26 DEF 14A
2025-03-27 DEFA14A
2025-03-27 DEF 14A
2024-03-29 DEFA14A
2024-03-29 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 4
2026-03-26 DEFA14A
2026-03-26 DEF 14A
2026-03-25 10-K
2026-03-24 8-K
2026-03-02 4
2025-12-12 4
2025-11-13 10-Q
2025-11-12 8-K
2025-09-26 4

Executive team

NameTitleCompensationGender
Mark R. Newcomer Co-Founder, President & Chief Executive Officer 1M male
Matthew Turner President of Patient Affordability 727.0K male
Robert Strobo General Counsel, Chief Legal Officer & Corporate Secretary 699.0K male
Jeffery Baker Chief Financial Officer & Treasurer 697.6K male
Michael Ngo Chief Innovation Officer 299.7K male
Alicia Ches Vice President of Marketing female
Matthew Lanford Chief Payments Officer & Director male
Joan Herman Executive Vice President of EFT Operations & Executive Director female
Brad Cunningham Chief Technology Officer male
Cosimo Cambi Chief Operating Officer male
Dennis DiVenuta Executive Vice President of Strategy & Corporate Development male
Eric Trudeau Chief Compliance Officer male
ESG Rating
B
SOFTWARE - INFRASTRUCTURE
Rank: 114 out of 156
2025
E (Environmental)
56.3 / 65.1
Company / Sector avg.
S (Social)
76.3 / 63.5
Company / Sector avg.
G (Governance)
69.2 / 65.6
Company / Sector avg.
ESG Total
67.3 / 64.7
Company / Sector avg.
ESG Score History SOFTWARE - INFRASTRUCTURE
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