Paysign, Inc. (PAYS)
Henderson, NV, US
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.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -12.33% | -12.33% | +1.75% | +71.98% | +6.58% | +13.20% | +93.05% | +83.33% | +101.73% | +3,781.49% | +732.86% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 3 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 3 |
7.67
-11.3%
|
| All Time | 5 |
6.30
-27.2%
|
-
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)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
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
|
| 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
Ownership Overview
| # | 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)
| # | 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 — |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
No Senate trading activity found for this company.
No House trading activity found for this company.
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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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