Pro-Dex, Inc. (PDEX)
Irvine, CA, US
Pro-Dex, Inc. focuses on the development and manufacturing of advanced motorized surgical instruments. These sophisticated tools are supplied globally to original equipment manufacturers (OEMs) in the medical device sector. Their product portfolio features versatile, autoclavable (sterilization-friendly) surgical drivers and shavers, available in both battery-powered and electric models, often equipped with multi-functional capabilities. These instruments are primarily employed in orthopedic, thoracic, and craniomaxillofacial surgical procedures. Beyond its core manufacturing, Pro-Dex also offers expert consulting services, covering engineering, quality assurance, and regulatory compliance. Furthermore, the company manufactures and distributes rotary air motors to various industrial clients. Founded in 1978, Pro-Dex, Inc. maintains its corporate headquarters in Irvine, California.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.02% | -3.65% | +9.75% | +48.33% | +73.95% | +46.83% | +40.30% | +254.68% | +72.26% | +1,398.71% | +250.28% |
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 | 2025-08 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Medical - Instruments & Supplies: +7.9%+23.7% ★ Q1'26: +14.6% (vs Q1'25)
-
EPS growth Medical - Instruments & Supplies: +16.3%+345.0% ★ Q1'26: +22.4% (vs Q1'25)
-
FCF margin FCF growth · Medical - Instruments & Supplies: +27.1%-2.2% Q1'26: +7.6% (vs Q1'25)
-
EBIT margin Medical - Instruments & Supplies: +13.5%+19.4% ★ Q1'26: +27.8% (vs Q1'25)
-
ROIC Medical - Instruments & Supplies: +6.0%+20.8% ★ Q1'26: +30.1% (vs Q1'25)
-
Share dilution Medical - Instruments & Supplies: +0.1%-5.9% ★ Q1'26: -2.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Instruments & Supplies: -0.24×1.17× Q1'26: 0.85× (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 |
Jun 2017 actual |
Jun 2018 actual |
Jun 2019 actual |
Jun 2020 actual |
Jun 2021 actual |
Jun 2022 actual |
Jun 2023 actual |
Jun 2024 actual |
Jun 2025 actual |
Jun 2026 1 Rev. Ana. 1 EPS Ana. |
Jun 2027 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
21.94M
est: 21.00M (+4.5%)
|
22.47M
est: 22.37M (+0.4%)
|
27.17M
est: 27.17M (+0.0%)
|
34.83M
est: 30.85M (+12.9%)
|
42.04M
est: 39.00M (+7.8%)
|
42.04M
est: 38.40M (+9.5%)
|
46.09M
est: 47.00M (-1.9%)
|
53.84M
est: 49.00M (+9.9%)
|
66.59M
est: 67.00M (-0.6%)
|
70.00M
70.00M – 70.00M
+4.5% YoY
|
70.00M
70.00M – 70.00M
+0.0% YoY
|
| EBITDA |
3.40M
est: 3.59M (-5.3%)
|
3.96M
est: 3.83M (+3.5%)
|
5.43M
est: 3.78M (+43.5%)
|
8.75M
est: 4.88M (+79.2%)
|
6.88M
est: 8.80M (-21.8%)
|
6.88M
est: 6.57M (+4.8%)
|
10.82M
est: 8.87M (+22.0%)
|
4.35M
est: 8.38M (-48.1%)
|
14.13M
est: 11.46M (+23.3%)
|
11.97M
11.97M – 11.97M
+4.5% YoY
|
11.97M
11.97M – 11.97M
+0.0% YoY
|
| EBIT |
2.85M
est: 3.20M (-11.0%)
|
3.41M
est: 3.41M (-0.1%)
|
4.99M
est: 2.92M (+70.6%)
|
8.14M
est: 4.28M (+89.9%)
|
6.16M
est: 6.59M (-6.6%)
|
6.16M
est: 5.85M (+5.2%)
|
9.96M
est: 7.28M (+36.9%)
|
3.19M
est: 7.47M (-57.2%)
|
12.89M
est: 10.21M (+26.2%)
|
10.67M
10.67M – 10.67M
+4.5% YoY
|
10.67M
10.67M – 10.67M
+0.0% YoY
|
| Net Income |
5.08M
est: 3.66M (+38.8%)
|
1.62M
est: 1.34M (+20.6%)
|
4.15M
est: 2.08M (+99.5%)
|
6.11M
est: 3.24M (+88.5%)
|
4.57M
est: 6.18M (-26.0%)
|
4.57M
est: 2.79M (+63.9%)
|
7.07M
est: 5.96M (+18.6%)
|
2.13M
est: 1.68M (+26.6%)
|
8.98M
est: 9.44M (-4.9%)
|
8.00M
8.00M – 8.00M
-15.3% YoY
|
8.00M
8.00M – 8.00M
+0.0% YoY
|
| SGA |
3.11M
est: 2.03M (+53.2%)
|
2.65M
est: 2.17M (+22.1%)
|
2.91M
est: 2.26M (+28.7%)
|
3.77M
est: 2.61M (+44.5%)
|
4.99M
est: 4.94M (+1.1%)
|
4.99M
est: 3.72M (+34.4%)
|
4.18M
est: 5.67M (-26.2%)
|
4.19M
est: 4.74M (-11.7%)
|
5.19M
est: 6.49M (-20.1%)
|
6.78M
6.78M – 6.78M
+4.5% YoY
|
6.78M
6.78M – 6.78M
+0.0% YoY
|
| EPS |
1.26
est: 1.09 (+15.6%)
|
0.38
est: 0.40 (-5.0%)
|
0.99
est: 0.97 (+2.1%)
|
1.56
est: 1.05 (+48.6%)
|
1.17
est: 1.20 (-2.5%)
|
1.26
est: 0.83 (+51.8%)
|
1.98
est: 1.22 (+62.3%)
|
0.61
est: 0.50 (+22.0%)
|
2.73
est: 2.81 (-2.8%)
|
2.38
2.38 – 2.38
-15.3% YoY
|
2.38
2.38 – 2.38
+0.0% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-08 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-07 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-06 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-05 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-04 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-01 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-30 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-29 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-28 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-27 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-24 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-23 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-22 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-21 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-20 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-17 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 3/5 | 3/5 |
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 | Pro-Dex, Inc. | 1.83M | 5.90% | 1.83M | — | 1.83M | — | CO | Colorado | 2023-10-17 | ↗ |
| 2 | Persons | 1.68M | 18.30% | 1.68M | — | 1.68M | — | IN | U.S. Citizen | 2005-02-17 | ↗ |
| 3 | Tax ID #95-2844956 | 1.62M | 17.20% | 66.3K | — | 1.62M | — | BD, IA | California Corporation | 2007-03-06 | ↗ |
| 4 | Ronald G. Coss | 1.31M | 13.70% | — | — | — | — | IN | : | 2007-02-14 | ↗ |
| 5 | Farnam Street Capital, Inc. | 430.1K | 10.40% | — | 430.1K | — | 430.1K | CO | Minnesota | 2019-05-03 | ↗ |
| 6 | Farnam Street Partners, L.P. | 430.1K | 10.40% | — | 430.1K | — | 430.1K | PN | Minnesota | 2019-05-03 | ↗ |
| 7 | Peter O. Haeg | 430.1K | 10.40% | — | 430.1K | — | 430.1K | IN | United States | 2019-05-03 | ↗ |
| 8 | Raymond E. Cabillot | 430.1K | 10.40% | — | 430.1K | — | 430.1K | IN | United States | 2019-05-03 | ↗ |
| 9 | (1) GRT Capital Partners, L.L.C. | 180.7K | 5.52% | 13.7K | 167.1K | 13.7K | 167.1K | IA | Delaware | 2011-06-28 | ↗ |
| 10 | WEDBUSH, Inc. | 168.1K | 5.20% | — | 168.1K | — | 168.1K | — | California | 2010-07-06 | ↗ |
| 11 | GRT Deep Woods GP, L.L.C. | 167.1K | 5.10% | — | 167.1K | — | 167.1K | OO | Delaware | 2011-06-28 | ↗ |
| 12 | (1) GRT Capital Partners, L.L.C. | 101.5K | 3.10% | 25.7K | 75.8K | 25.7K | 75.8K | IA | Delaware | 2013-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 159.2K +3.4K (+2.2%) | 6.13M +851.2K (+16.1%) | 4.90% +0.121 pp | 0.00% +0.000 pp | USD40.02 -3.8% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 144.6K -1.6K (-1.1%) | 5.56M +616.4K (+12.5%) | 4.45% -0.032 pp | 0.00% +0.000 pp | USD20.58 +87.0% | 37 qtrs — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 62.1K -407.0 (-0.7%) | 2.39M +273.9K (+12.9%) | 1.91% -0.006 pp | 0.00% +0.000 pp | USD17.65 +118.0% | 29 qtrs — |
| 4 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 60.0K +11.4K (+23.4%) | 2.31M +663.4K (+40.3%) | 1.85% +0.356 pp | 0.13% +0.039 pp | USD25.72 +49.6% | 27 qtrs — |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 49.5K -39.0 (-0.1%) | 1.90M +227.7K (+13.6%) | 1.52% +0.004 pp | 0.00% +0.000 pp | USD36.42 +5.7% | 22 qtrs — |
| 6 | NORTHERN TRUST CORP | 47.4K -449.0 (-0.9%) | 1.82M +204.2K (+12.6%) | 1.46% -0.009 pp | 0.00% +0.000 pp | USD32.14 +19.7% | 23 qtrs — |
| 7 | JPMORGAN CHASE & CO | 34.0K -465.0 (-1.4%) | 1.31M +141.5K (+12.1%) | 1.05% -0.011 pp | 0.00% +0.000 pp | USD29.68 +29.6% | 17 qtrs — |
| 8 | STATE STREET CORP | 31.5K -217.0 (-0.7%) | 1.21M +138.7K (+12.9%) | 0.97% -0.003 pp | 0.00% +0.000 pp | USD37.65 +2.2% | 19 qtrs — |
| 9 | UBS GROUP AG | 18.4K +8.5K (+85.5%) | 706.7K +371.5K (+110.8%) | 0.57% +0.262 pp | 0.00% +0.000 pp | USD35.36 +8.8% | 24 qtrs — |
| 10 | BANK OF NEW YORK MELLON CORP | 11.9K +221.0 (+1.9%) | 458.0K +62.6K (+15.8%) | 0.37% +0.008 pp | 0.00% +0.000 pp | USD45.14 -14.8% | 5 qtrs — |
| 11 | ADVISOR GROUP HOLDINGS, INC. | 11.4K +3.5K (+44.8%) | 440.0K +155.5K (+54.7%) | 0.35% +0.110 pp | 0.00% +0.000 pp | USD34.70 +10.9% | 22 qtrs — |
| 12 | BARD ASSOCIATES INC | 10.6K +— (+0.0%) | 407.5K +49.0K (+13.7%) | 0.33% +0.001 pp | 0.10% +0.010 pp | USD19.40 +98.4% | 8 qtrs — |
| 13 | BNP PARIBAS ARBITRAGE, SNC | 9.4K +8.9K (+1,873.2%) | 359.9K +343.9K (+2,143.1%) | 0.29% +0.273 pp | 0.00% +0.000 pp | USD38.43 +0.1% | 3 qtrs — |
| 14 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9.3K -13.9K (-59.9%) | 359.5K -428.6K (-54.4%) | 0.29% -0.427 pp | 0.00% -0.003 pp | USD46.90 -18.0% | 5 qtrs — |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7.2K +— (+0.0%) | 277.5K +33.4K (+13.7%) | 0.22% +0.001 pp | 0.00% +0.000 pp | USD43.64 -11.8% | 3 qtrs — |
| 16 | RITHOLTZ WEALTH MANAGEMENT | 7.1K -7.5K (-51.4%) | 273.4K -221.4K (-44.7%) | 0.22% -0.230 pp | 0.01% -0.005 pp | USD46.49 -17.2% | 5 qtrs — |
| 17 | LPL FINANCIAL LLC | 5.9K +5.9K (+100.0%) | 227.8K +227.8K (+100.0%) | 0.18% +0.182 pp | 0.00% +0.000 pp | USD38.48 +0.0% | 1 qtrs NEW |
| 18 | FIRST TRUST ADVISORS LP | 5.8K +5.8K (+100.0%) | 222.2K +222.2K (+100.0%) | 0.18% +0.178 pp | 0.00% +0.000 pp | USD38.48 +0.0% | 1 qtrs NEW |
| 19 | QUADRATURE CAPITAL LTD | 5.7K +5.7K (+100.0%) | 220.3K +220.3K (+100.0%) | 0.18% +0.176 pp | 0.00% +0.002 pp | USD38.48 +0.0% | 1 qtrs NEW |
| 20 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 5.5K +— (+0.0%) | 210.4K +25.3K (+13.7%) | 0.17% +0.001 pp | 0.10% +0.020 pp | USD41.21 -6.6% | 3 qtrs — |
| 21 | CITIGROUP INC | 5.3K +5.1K (+1,982.0%) | 204.3K +195.7K (+2,266.9%) | 0.16% +0.156 pp | 0.00% +0.000 pp | USD38.73 -0.6% | 5 qtrs — |
| 22 | ROYAL BANK OF CANADA | 4.1K +3.5K (+603.4%) | 157.0K +137.0K (+685.0%) | 0.13% +0.108 pp | 0.00% +0.000 pp | USD37.82 +1.7% | 2 qtrs — |
| 23 | MORGAN STANLEY | 4.0K +1.5K (+61.1%) | 152.8K +69.4K (+83.2%) | 0.12% +0.047 pp | 0.00% +0.000 pp | USD30.26 +27.2% | 27 qtrs — |
| 24 | BARCLAYS PLC | 3.3K +3.1K (+2,118.2%) | 126.3K +121.9K (+2,759.4%) | 0.10% +0.097 pp | 0.00% +0.000 pp | USD38.71 -0.6% | 3 qtrs — |
| 25 | WELLS FARGO & COMPANY/MN | 2.3K +915.0 (+65.4%) | 89.0K +41.7K (+88.0%) | 0.07% +0.028 pp | 0.00% +0.000 pp | USD40.73 -5.5% | 3 qtrs — |
| 26 | NEW YORK STATE COMMON RETIREMENT FUND | 1.9K +— (+0.0%) | 73.1K +8.8K (+13.7%) | 0.06% +0.000 pp | 0.00% +0.000 pp | USD43.64 -11.8% | 3 qtrs — |
| 27 | DEUTSCHE BANK AG\ | 1.8K +— (+0.0%) | 69.8K +8.4K (+13.7%) | 0.06% +0.000 pp | 0.00% +0.000 pp | USD33.85 +13.7% | 2 qtrs — |
| 28 | BANK OF AMERICA CORP /DE/ | 1.8K +738.0 (+69.0%) | 69.6K +33.4K (+92.1%) | 0.06% +0.023 pp | 0.00% +0.000 pp | USD38.47 +0.0% | 9 qtrs — |
| 29 | RHUMBLINE ADVISERS | 1.4K -509.0 (-26.9%) | 53.3K -10.8K (-16.9%) | 0.04% -0.016 pp | 0.00% +0.000 pp | USD43.64 -11.8% | 3 qtrs — |
| 30 | GLOBAL RETIREMENT PARTNERS, LLC | 1.0K +— (+0.0%) | 38.5K +4.6K (+13.7%) | 0.03% +0.000 pp | 0.00% 0.000 pp | USD43.64 -11.8% | 3 qtrs — |
| 31 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 962.00 -8.0 (-0.8%) | 37.0K +4.2K (+12.7%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD43.64 -11.8% | 3 qtrs — |
| 32 | LOS ANGELES CAPITAL MANAGEMENT LLC | 969.00 +969.0 (+100.0%) | 29.7K +29.7K (+100.0%) | 0.03% +0.030 pp | 0.00% +0.000 pp | USD38.48 +0.0% | 1 qtrs NEW |
| 33 | FMR LLC | 655.00 +639.0 (+3,993.8%) | 25.2K +24.7K (+4,575.7%) | 0.02% +0.020 pp | 0.00% +0.000 pp | USD38.27 +0.5% | 7 qtrs — |
| 34 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 637.00 +— (+0.0%) | 24.5K +3.0K (+13.7%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD43.64 -11.8% | 3 qtrs — |
| 35 | CIBC PRIVATE WEALTH GROUP, LLC | 600.00 +— (+0.0%) | 23.1K +2.8K (+13.7%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD49.58 -22.4% | 4 qtrs — |
| 36 | QUEST PARTNERS LLC | 495.00 -1.6K (-76.3%) | 19.0K -51.5K (-73.0%) | 0.02% -0.049 pp | 0.00% -0.004 pp | USD33.85 +13.7% | 2 qtrs — |
| 37 | TOWER RESEARCH CAPITAL LLC (TRC) | 267.00 -167.0 (-38.5%) | 10.3K -4.4K (-30.1%) | 0.01% -0.005 pp | 0.00% 0.000 pp | USD36.21 +6.3% | 27 qtrs — |
| 38 | LEGAL & GENERAL GROUP PLC | 235.00 +— (+0.0%) | 9.0K +1.1K (+13.7%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD43.64 -11.8% | 3 qtrs — |
| 39 | RUSSELL INVESTMENTS GROUP, LTD. | 230.00 +55.0 (+31.4%) | 8.9K +2.9K (+49.4%) | 0.01% +0.002 pp | 0.00% +0.000 pp | USD34.95 +10.1% | 2 qtrs — |
| 40 | AMERITAS INVESTMENT PARTNERS, INC. | 216.00 +— (+0.0%) | 8.3K +1.0K (+13.7%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD43.64 -11.8% | 3 qtrs — |
| 41 | HARBOUR INVESTMENTS, INC. | 200.00 +— (+0.0%) | 7.7K +926.0 (+13.7%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD15.95 +141.3% | 15 qtrs — |
| 42 | FARTHER FINANCE ADVISORS, LLC | 151.00 +— (+0.0%) | 5.8K +699.0 (+13.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD33.85 +13.7% | 2 qtrs — |
| 43 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 131.00 -1.0 (-0.8%) | 5.0K +573.0 (+12.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD33.85 +13.7% | 2 qtrs — |
| 44 | ORG PARTNERS LLC | 120.00 +28.0 (+30.4%) | 4.6K +1.5K (+48.3%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD45.68 -15.8% | 4 qtrs — |
| 45 | AMALGAMATED BANK | 66.00 -6.0 (-8.3%) | 3.0K +1.0K (+50.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD43.64 -11.8% | 3 qtrs — |
| 46 | HURLEY CAPITAL, LLC | 60.00 +— (+0.0%) | 2.3K +278.0 (+13.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD46.75 -17.7% | 5 qtrs — |
| 47 | CWM, LLC | 56.00 -237.0 (-80.9%) | 2.0K -8.0K (-80.0%) | 0.00% -0.007 pp | 0.00% +0.000 pp | USD31.75 +21.2% | 13 qtrs — |
| 48 | GAMMA INVESTING LLC | 27.00 +27.0 (+100.0%) | 1.0K +1.0K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD38.44 +0.1% | 1 qtrs NEW |
| 49 | STERLING CAPITAL MANAGEMENT LLC | 14.00 +9.0 (+180.0%) | 539.00 +370.0 (+218.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD40.29 -4.5% | 3 qtrs — |
| 50 | PNC FINANCIAL SERVICES GROUP, INC. | 10.00 +10.0 (+100.0%) | 384.00 +384.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD38.40 +0.2% | 1 qtrs NEW |
| 51 | ALLWORTH FINANCIAL LP | 2.00 -4.0 (-66.7%) | 77.00 -127.0 (-62.3%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD33.50 +14.9% | 2 qtrs — |
| 52 | TRUE WEALTH DESIGN, LLC | 1.00 -4.0 (-80.0%) | 39.00 -131.0 (-77.1%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD33.00 +16.6% | 2 qtrs — |
| 53 | EVERSOURCE WEALTH ADVISORS, LLC | 1.00 +— (+0.0%) | 38.00 +4.0 (+11.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD33.00 +16.6% | 2 qtrs — |
| 54 | IFP ADVISORS, INC | 1.00 -1.0 (-50.0%) | 38.00 -30.0 (-44.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD33.00 +16.6% | 2 qtrs — |
| 55 | SRS CAPITAL ADVISORS, INC. | 1.00 -118.0 (-99.2%) | 38.00 -4.0K (-99.1%) | 0.00% -0.004 pp | 0.00% 0.000 pp | USD33.00 +16.6% | 2 qtrs — |
| 56 | D.A. DAVIDSON & CO. | — -26.1K (-100.0%) | — -882.6K (-100.0%) | 0.00% -0.800 pp | 0.00% -0.006 pp | USD— | 3 qtrs SOLD |
| 57 | NAVELLIER & ASSOCIATES INC | — -19.2K (-100.0%) | — -649.6K (-100.0%) | 0.00% -0.589 pp | 0.00% -0.066 pp | USD— | 4 qtrs SOLD |
| 58 | GOLDMAN SACHS GROUP INC | — -8.1K (-100.0%) | — -274.3K (-100.0%) | 0.00% -0.249 pp | 0.00% +0.000 pp | USD— | 5 qtrs SOLD |
| 59 | AMERICAN CENTURY COMPANIES INC | — -6.3K (-100.0%) | — -213.8K (-100.0%) | 0.00% -0.194 pp | 0.00% 0.000 pp | USD— | 5 qtrs SOLD |
| 60 | SUMMIT WEALTH GROUP LLC / CO | — -7.9K (-100.0%) | — -287.4K (-100.0%) | 0.00% -0.241 pp | 0.00% -0.031 pp | USD— | 2 qtrs SOLD |
| 61 | ADVISORY SERVICES NETWORK, LLC | — -2.0 (-100.0%) | — -68.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 62 | CLEARSTEAD ADVISORS, LLC | — -5.0 (-100.0%) | — -170.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Hartford Multifactor Small Cap ETF ROSC | 0.38% | 230.2K | 0.34% |
| 2 | Royce Quant Small-Cap Quality Value ETF SQLV | 0.17% | 48.2K | 0.60% |
| 3 | First Trust Dow Jones Select MicroCap Index Fund FDM | 0.14% | 373.0K | 0.65% |
| 4 | iShares Micro-Cap ETF IWC | 0.03% | 439.1K | 0.60% |
| 5 | Franklin U.S. Small Cap Multifactor Index ETF FLQS | 0.01% | 6.0K | 0.35% |
| 6 | iShares Russell 2000 Growth ETF IWO | 0.01% | 1.30M | 0.24% |
| 7 | Vanguard Russell 2000 Growth ETF VTWG | 0.01% | 123.0K | 0.06% |
| 8 | State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L | 0.00% | 269.8K | 0.30% |
| 9 | Global X - Russell 2000 ETF RSSL | 0.00% | 61.3K | 0.08% |
| 10 | iShares Russell 2000 BuyWrite ETF IWMW | 0.00% | 2.3K | 0.39% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2030-07-01 | Domingo Angelita Rebamontan | Director | — | D | Stock Option (Right to buy) | 4,250 | 50.00 | 212.5K | 0 | — | ↗ |
| 2028-07-01 | Domingo Angelita Rebamontan | Director | — | D | Stock Option (Right to buy) | 4,250 | 47.50 | 201.9K | 0 | — | ↗ |
| 2026-07-01 | Domingo Angelita Rebamontan | Director | — | D | Performance Award | 5,800 | 0.00 | — | 0 | — | ↗ |
| 2026-01-22 | Domingo Angelita Rebamontan | Director | A-Award | A | Common Stock | 18 | 34.36 | 618.48 | 15,465 | D | ↗ |
| 2025-11-21 | Philp Katrina Marie Kramer | Director | A-Award | A | Common Stock | 900 | 32.73 | 29.5K | 2,900 | D | ↗ |
| 2025-11-20 | Van Kirk Richard Lee Jr | Director / Officer | F-InKind | D | Common Stock | 72 | 30.83 | 2.2K | 99,707 | D | ↗ |
| 2025-11-20 | Swenson Nicholas John | Director / 10% Owner | A-Award | A | Common Stock | 1,000 | 0.00 | — | 97,613 | D | ↗ |
| 2025-11-20 | Philp Katrina Marie Kramer | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 2,000 | D | ↗ |
| 2025-11-20 | HOVDA DAVID | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 4,300 | D | ↗ |
| 2025-11-20 | Farrell William James III | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 2,000 | D | ↗ |
| 2025-11-20 | Domingo Angelita Rebamontan | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 15,447 | D | ↗ |
| 2025-11-20 | Charlton Alisha | Officer | A-Award | D | Common Stock | 1,000 | 0.00 | — | 17,267 | D | ↗ |
| 2025-11-20 | CABILLOT RAYMOND E | Director / 10% Owner | A-Award | A | Common Stock | 1,000 | 0.00 | — | 2,000 | D | ↗ |
| 2025-07-24 | Domingo Angelita Rebamontan | Director | A-Award | A | Common Stock | 15 | 42.34 | 635.10 | 14,519 | D | ↗ |
| 2025-04-02 | Swenson Nicholas John | Director / 10% Owner | S-Sale | D | Common Stock | 1,891 | 0.00 | — | 924,839 | I | ↗ |
| 2025-04-01 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 7,263 | 50.01 | 363.2K | 270,846 | I | ↗ |
| 2025-03-31 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 836 | 50.00 | 41.8K | 278,109 | I | ↗ |
| 2025-03-28 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 842 | 50.00 | 42.1K | 278,945 | I | ↗ |
| 2025-03-26 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 3,096 | 50.13 | 155.2K | 279,787 | I | ↗ |
| 2025-03-25 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 12,475 | 50.25 | 626.9K | 283,335 | I | ↗ |
| 2025-03-24 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 2,784 | 50.00 | 139.2K | 295,810 | I | ↗ |
| 2025-03-20 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 1,101 | 50.00 | 55.1K | 298,594 | I | ↗ |
| 2025-03-19 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 1,000 | 50.00 | 50.0K | 299,695 | I | ↗ |
| 2025-03-14 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 5,151 | 50.00 | 257.6K | 300,695 | I | ↗ |
| 2025-03-11 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 5,132 | 45.06 | 231.2K | 305,846 | I | ↗ |
| 2025-03-10 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 7,674 | 45.00 | 345.3K | 310,978 | I | ↗ |
| 2025-01-30 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 1,100 | 45.01 | 49.5K | 318,652 | I | ↗ |
| 2025-01-28 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 5,381 | 41.64 | 224.1K | 319,752 | I | ↗ |
| 2025-01-27 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 8,077 | 41.62 | 336.2K | 325,133 | I | ↗ |
| 2025-01-24 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 1,436 | 41.44 | 59.5K | 333,210 | I | ↗ |
| 2025-01-23 | Domingo Angelita Rebamontan | Director | A-Award | A | Common Stock | 15 | 41.11 | 616.65 | 14,504 | D | ↗ |
| 2025-01-23 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 835 | 42.00 | 35.1K | 334,646 | I | ↗ |
| 2025-01-22 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 66 | 44.50 | 2.9K | 345,481 | I | ↗ |
| 2025-01-21 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 4,337 | 44.71 | 193.9K | 340,346 | I | ↗ |
| 2025-01-17 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 2,807 | 44.40 | 124.6K | 348,696 | I | ↗ |
| 2025-01-16 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 1,493 | 44.24 | 66.1K | 351,503 | I | ↗ |
| 2025-01-15 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 1,879 | 45.18 | 84.9K | 352,996 | I | ↗ |
| 2025-01-14 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 1,147 | 45.18 | 51.8K | 354,875 | I | ↗ |
| 2025-01-13 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 3,624 | 46.66 | 169.1K | 356,022 | I | ↗ |
| 2025-01-10 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 1,200 | 47.76 | 57.3K | 359,646 | I | ↗ |
| 2024-11-22 | Domingo Angelita Rebamontan | Director | M-Exempt | A | Common Stock | 4,250 | 27.50 | 116.9K | 17,687 | D | ↗ |
| 2024-11-20 | Van Kirk Richard Lee Jr | Director / Officer | A-Award | A | Common Stock | 1,000 | 0.00 | — | 99,779 | D | ↗ |
| 2024-11-20 | Swenson Nicholas John | Director / 10% Owner | A-Award | A | Common Stock | 1,000 | 0.00 | — | 96,613 | D | ↗ |
| 2024-11-20 | Philp Katrina Marie Kramer | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 1,000 | D | ↗ |
| 2024-11-20 | HOVDA DAVID | Director | A-Award | A | Common Stock | 1,000 | 1.00 | 1.0K | 3,300 | D | ↗ |
| 2024-11-20 | Farrell William James III | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 1,000 | D | ↗ |
| 2024-11-20 | Domingo Angelita Rebamontan | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 13,437 | D | ↗ |
| 2024-11-20 | Charlton Alisha | Officer | A-Award | A | Common Stock | 1,000 | 0.00 | — | 16,339 | D | ↗ |
| 2024-11-20 | CABILLOT RAYMOND E | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 1,000 | D | ↗ |
| 2024-11-07 | Charlton Alisha | Officer | S-Sale | D | Common Stock | 1,000 | 40.02 | 40.0K | 15,339 | D | ↗ |
| 2024-07-25 | Domingo Angelita Rebamontan | Director | A-Award | A | Common Stock | 40 | 16.22 | 648.80 | 12,437 | — | ↗ |
| 2024-07-01 | Van Kirk Richard Lee Jr | Director / Officer | A-Award | A | Common Stock | 14,800 | 0.00 | — | 104,016 | — | ↗ |
| 2024-07-01 | Domingo Angelita Rebamontan | Director | A-Award | A | Common Stock | 6,800 | 0.00 | — | 14,991 | — | ↗ |
| 2024-07-01 | Charlton Alisha | Officer | F-InKind | D | Common Stock | 3,938 | 18.35 | 72.3K | 16,339 | — | ↗ |
| 2024-06-24 | Domingo Angelita Rebamontan | Director | S-Sale | D | Common Stock | 2,585 | 18.30 | 47.3K | 8,191 | — | ↗ |
| 2024-01-25 | Domingo Angelita Rebamontan | Director | A-Award | A | Common Stock | 35 | 18.32 | 641.20 | 10,776 | — | ↗ |
| 2023-07-27 | Van Kirk Richard Lee Jr | Director / Officer | A-Award | A | Common Stock | 493 | 15.82 | 7.8K | 89,216 | — | ↗ |
| 2023-07-27 | Domingo Angelita Rebamontan | Director | A-Award | A | Common Stock | 41 | 15.82 | 648.62 | 10,723 | — | ↗ |
| 2023-01-26 | Van Kirk Richard Lee Jr | Director / Officer | A-Award | A | Common Stock | 527 | 14.79 | 7.8K | 88,723 | — | ↗ |
| 2023-01-26 | Domingo Angelita Rebamontan | Director | A-Award | A | Common Stock | 43 | 14.79 | 635.97 | 10,682 | — | ↗ |
| 2022-12-08 | HOVDA DAVID | Director | M-Exempt | A | Director Stock Option (Right to Buy) | 1,500 | 0.00 | — | 0 | — | ↗ |
| 2022-08-30 | Van Kirk Richard Lee Jr | Director / Officer | M-Exempt | A | Common Stock | 5,000 | 1.73 | 8.7K | 88,196 | — | ↗ |
| 2022-07-14 | Van Kirk Richard Lee Jr | Officer | A-Award | A | Common Stock | 577 | 13.52 | 7.8K | 83,196 | — | ↗ |
| 2022-07-14 | Domingo Angelita Rebamontan | Director | F-InKind | D | Common Stock | 2,232 | 16.09 | 35.9K | 10,609 | — | ↗ |
| 2022-07-14 | Charlton Alisha | Officer | F-InKind | D | Common Stock | 2,597 | 16.09 | 41.8K | 9,477 | — | ↗ |
| 2022-07-01 | Domingo Angelita Rebamontan | Director | — | D | Stock Option (Right to buy) | 4,250 | 39.00 | 165.8K | 0 | — | ↗ |
| 2022-05-10 | Philp Katrina Marie Kramer | Director | P-Purchase | A | Common Stock | 3,900 | 14.98 | 58.4K | 14,696 | — | ↗ |
| 2022-01-27 | Van Kirk Richard Lee Jr | Director / Officer | A-Award | A | Common Stock | 369 | 21.11 | 7.8K | 72,913 | — | ↗ |
| 2022-01-27 | Domingo Angelita Rebamontan | Director | A-Award | A | Common Stock | 30 | 21.11 | 633.30 | 7,041 | — | ↗ |
| 2021-12-21 | Charlton Alisha | Officer | A-Award | A | Stock Option (Right-to-buy) | 1,000 | 39.00 | 39.0K | 5,250 | — | ↗ |
| 2021-12-20 | Domingo Angelita Rebamontan | Director | — | D | Common Stock | 0 | 0.00 | — | 7,011 | — | ↗ |
| 2021-11-19 | Farrell William James III | Director | P-Purchase | A | Common Stock | 2,000 | 20.62 | 41.2K | 5,100 | — | ↗ |
| 2021-09-13 | Philp Katrina Marie Kramer | Director | P-Purchase | A | Common Stock | 3,468 | 24.41 | 84.7K | 10,264 | — | ↗ |
| 2021-09-10 | Van Kirk Richard Lee Jr | Director / Officer | F-InKind | D | Common Stock | 1,855 | 24.26 | 45.0K | 72,544 | — | ↗ |
| 2021-09-10 | Haeg Peter O. | 10% Owner | — | D | Common Stock | 0 | 0.00 | — | 3,000 | — | ↗ |
| 2021-07-29 | Van Kirk Richard Lee Jr | Director / Officer | J-Other | A | Common Stock | 298 | 26.17 | 7.8K | 49,399 | — | ↗ |
| 2021-07-01 | Domingo Angelita Rebamontan | Director | — | D | Stock Option (Right to buy) | 4,250 | 27.50 | 116.9K | 0 | — | ↗ |
| 2021-05-25 | Charlton Alisha | Officer | S-Sale | D | Common Stock | 978 | 33.90 | 33.1K | 4,774 | — | ↗ |
| 2021-02-23 | Van Kirk Richard Lee Jr | Director / Officer | A-Award | A | Stock Option (Right-to-buy) | 18,000 | 27.50 | 495.0K | 138,000 | — | ↗ |
| 2021-02-23 | Swenson Nicholas John | Director / 10% Owner | A-Award | A | Stock Option (Right-to-buy) | 4,000 | 27.50 | 110.0K | 24,000 | — | ↗ |
| 2021-02-23 | Philp Katrina Marie Kramer | Director | A-Award | A | Stock Option (Right-to-buy) | 4,000 | 27.50 | 110.0K | 24,000 | — | ↗ |
| 2021-02-23 | HOVDA DAVID | Director | A-Award | A | Stock Option (Right-to-buy) | 4,000 | 27.50 | 110.0K | 25,500 | — | ↗ |
| 2021-02-23 | Farrell William James III | Director | A-Award | A | Stock Option (Right-to-buy) | 4,000 | 27.50 | 110.0K | 24,000 | — | ↗ |
| 2021-02-23 | Charlton Alisha | Officer | A-Award | A | Stock Option (Right-to-buy) | 4,250 | 27.50 | 116.9K | 25,500 | — | ↗ |
| 2021-02-23 | CABILLOT RAYMOND E | Director / 10% Owner | A-Award | A | Stock Option (Right-to-buy) | 4,000 | 27.50 | 110.0K | 24,000 | — | ↗ |
| 2021-02-12 | Farrell William James III | Director | S-Sale | D | Common Stock | 2,500 | 26.36 | 65.9K | 3,100 | — | ↗ |
| 2021-01-28 | Van Kirk Richard Lee Jr | Director / Officer | J-Other | A | Common Stock | 191 | 27.12 | 5.2K | 49,101 | — | ↗ |
| 2020-12-15 | Swenson Nicholas John | Director / 10% Owner | S-Sale | D | Common Stock | 20,000 | 39.60 | 792.1K | 927,177 | — | ↗ |
| 2020-12-07 | Van Kirk Richard Lee Jr | Director / Officer | A-Award | A | Stock Option (Right-to-buy) | 18,000 | 42.00 | 756.0K | 66,000 | — | ↗ |
| 2020-12-07 | Swenson Nicholas John | Director / 10% Owner | A-Award | A | Stock Option (Right-to-buy) | 4,000 | 50.00 | 200.0K | 20,000 | — | ↗ |
| 2020-12-07 | Philp Katrina Marie Kramer | Director | A-Award | A | Stock Option (Right-to-buy) | 4,000 | 42.00 | 168.0K | 8,000 | — | ↗ |
| 2020-12-07 | HOVDA DAVID | Director | A-Award | A | Stock Option (Right-to-buy) | 4,000 | 47.50 | 190.0K | 17,500 | — | ↗ |
| 2020-12-07 | Farrell William James III | Director | A-Award | A | Stock Option (Right-to-buy) | 4,000 | 50.00 | 200.0K | 20,000 | — | ↗ |
| 2020-12-07 | Charlton Alisha | Officer | A-Award | A | Stock Option (Right-to-buy) | 4,250 | 39.00 | 165.8K | 4,250 | — | ↗ |
| 2020-12-07 | CABILLOT RAYMOND E | Director | A-Award | A | Stock Option (Right-to-buy) | 4,000 | 50.00 | 200.0K | 20,000 | — | ↗ |
| 2020-11-23 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 200 | 38.40 | 7.7K | 360,846 | — | ↗ |
| 2020-11-20 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 6,023 | 37.34 | 224.9K | 366,578 | — | ↗ |
| 2020-11-17 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 2,206 | 37.33 | 82.4K | 372,601 | — | ↗ |
| 2020-11-16 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 13,105 | 37.88 | 496.4K | 374,807 | — | ↗ |
| 2020-11-12 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 1,200 | 37.65 | 45.2K | 387,912 | — | ↗ |
| 2020-11-11 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 28,493 | 37.82 | 1.08M | 389,115 | — | ↗ |
| 2020-11-10 | Farrell William James III | Director | S-Sale | D | Common Stock | 2,800 | 37.15 | 104.0K | 5,600 | — | ↗ |
| 2020-11-10 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 6,603 | 38.24 | 252.5K | 418,508 | — | ↗ |
| 2020-09-23 | Van Kirk Richard Lee Jr | Director / Officer | S-Sale | D | Common Stock | 2,600 | 27.00 | 70.2K | 48,910 | — | ↗ |
| 2020-09-22 | Van Kirk Richard Lee Jr | Director / Officer | S-Sale | D | Common Stock | 7,665 | 27.65 | 212.0K | 51,510 | — | ↗ |
| 2020-09-15 | Charlton Alisha | Officer | S-Sale | D | Common Stock | 1,500 | 30.18 | 45.3K | 5,752 | — | ↗ |
| 2020-09-08 | Van Kirk Richard Lee Jr | Director / Officer | M-Exempt | A | Common Stock | 20,000 | 1.97 | 39.4K | 59,175 | — | ↗ |
| 2020-07-30 | Van Kirk Richard Lee Jr | Director / Officer | J-Other | A | Common Stock | 306 | 16.94 | 5.2K | 39,175 | — | ↗ |
| 2020-07-16 | Van Kirk Richard Lee Jr | Director / Officer | A-Award | A | Common Stock | 14,800 | 0.00 | — | 43,978 | — | ↗ |
| 2020-07-16 | Charlton Alisha | Officer | A-Award | A | Common Stock | 7,300 | 0.00 | — | 9,778 | — | ↗ |
| 2020-02-12 | Charlton Alisha | Officer | S-Sale | D | Common Stock | 2,300 | 19.59 | 45.0K | 2,478 | — | ↗ |
| 2020-01-30 | Van Kirk Richard Lee Jr | Director / Officer | J-Other | A | Common Stock | 360 | 14.43 | 5.2K | 29,178 | — | ↗ |
| 2019-12-13 | Philp Katrina Marie Kramer | Director | — | I | Common Stock | 0 | 0.00 | — | 6,796 | — | ↗ |
| 2019-08-01 | Van Kirk Richard Lee Jr | Director / Officer | J-Other | A | Common Stock | 221 | 11.76 | 2.6K | 28,818 | — | ↗ |
| 2019-05-14 | Van Kirk Richard Lee Jr | Director / Officer | P-Purchase | A | Common Stock | 3,500 | 13.25 | 46.4K | 28,597 | — | ↗ |
| 2019-05-09 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 3,912 | 17.67 | 69.1K | 425,111 | — | ↗ |
| 2019-05-08 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 1,100 | 17.54 | 19.3K | 429,023 | — | ↗ |
| 2019-04-29 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 8,977 | 17.66 | 158.5K | 430,123 | — | ↗ |
| 2019-04-26 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 3,400 | 17.05 | 58.0K | 450,600 | — | ↗ |
| 2019-04-25 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 100 | 16.66 | 1.7K | 468,811 | — | ↗ |
| 2019-04-24 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 100 | 16.00 | 1.6K | 470,111 | — | ↗ |
| 2019-04-23 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 350 | 16.25 | 5.7K | 476,452 | — | ↗ |
| 2019-04-16 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 200 | 16.00 | 3.2K | 477,562 | — | ↗ |
| 2019-03-22 | HOVDA DAVID | Director | S-Sale | D | Common Stock | 2,700 | 14.34 | 38.7K | 800 | — | ↗ |
| 2019-02-21 | Swenson Nicholas John | Director / 10% Owner | S-Sale | D | Common Stock | 447 | 16.00 | 7.2K | 926,730 | — | ↗ |
| 2019-02-20 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 400 | 16.00 | 6.4K | 477,762 | — | ↗ |
| 2019-02-19 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 800 | 16.00 | 12.8K | 478,162 | — | ↗ |
| 2019-02-13 | Charlton Alisha | Officer | S-Sale | D | Common Stock | 2,114 | 15.81 | 33.4K | 4,778 | — | ↗ |
| 2019-02-13 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 100 | 16.15 | 1.6K | 479,262 | — | ↗ |
| 2019-02-12 | Swenson Nicholas John | Director / 10% Owner | S-Sale | D | Common Stock | 20,561 | 15.74 | 323.7K | 947,177 | — | ↗ |
| 2019-02-12 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 4,049 | 16.00 | 64.8K | 481,062 | — | ↗ |
| 2019-02-11 | Swenson Nicholas John | Director / 10% Owner | S-Sale | D | Common Stock | 5,000 | 15.50 | 77.5K | 967,738 | — | ↗ |
| 2019-02-11 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 6,800 | 15.51 | 105.5K | 491,461 | — | ↗ |
| 2019-01-31 | Van Kirk Richard Lee Jr | Director / Officer | J-Other | A | Common Stock | 200 | 12.96 | 2.6K | 25,097 | — | ↗ |
| 2018-12-19 | HOVDA DAVID | Director | S-Sale | D | Common Stock | 3,000 | 12.84 | 38.5K | 500 | — | ↗ |
| 2018-12-14 | HOVDA DAVID | Director | S-Sale | D | Common Stock | 3,500 | 13.02 | 45.6K | 3,500 | — | ↗ |
| 2018-12-13 | HOVDA DAVID | Director | S-Sale | D | Common Stock | 3,500 | 13.15 | 46.0K | 7,000 | — | ↗ |
| 2018-12-04 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 1,200 | 14.65 | 17.6K | 500,111 | — | ↗ |
| 2018-12-03 | Van Kirk Richard Lee Jr | Director / Officer | S-Sale | D | Common Stock | 100 | 14.21 | 1.4K | 25,826 | — | ↗ |
| 2018-12-03 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 3,960 | 14.65 | 58.0K | 501,311 | — | ↗ |
| 2018-11-30 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 100 | 14.73 | 1.5K | 529,998 | — | ↗ |
| 2018-11-29 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 57 | 14.48 | 825.36 | 536,724 | — | ↗ |
| 2018-11-27 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 100 | 14.43 | 1.4K | 550,132 | — | ↗ |
| 2018-11-26 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 4,988 | 14.40 | 71.8K | 550,232 | — | ↗ |
| 2018-11-23 | Swenson Nicholas John | Director / 10% Owner | S-Sale | D | Common Stock | 20,333 | 14.25 | 289.7K | 972,738 | — | ↗ |
| 2018-11-21 | Swenson Nicholas John | Director / 10% Owner | S-Sale | D | Common Stock | 18,797 | 14.05 | 264.2K | 993,071 | — | ↗ |
| 2018-11-20 | Swenson Nicholas John | Director | S-Sale | D | Common Stock | 2,200 | 14.09 | 31.0K | 1,011,868 | — | ↗ |
| 2018-11-19 | Swenson Nicholas John | Director | S-Sale | D | Common Stock | 23,916 | 14.25 | 340.9K | 1,014,068 | — | ↗ |
| 2018-11-19 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 240 | 14.90 | 3.6K | 564,383 | — | ↗ |
| 2018-11-16 | CABILLOT RAYMOND E | Director / 10% Owner | S-Sale | D | Common Stock | 700 | 14.90 | 10.4K | 565,123 | — | ↗ |
| 2018-08-02 | Van Kirk Richard Lee Jr | Director / Officer | J-Other | A | Common Stock | 471 | 5.51 | 2.6K | 24,897 | — | ↗ |
| 2018-07-01 | Van Kirk Richard Lee Jr | Director / Officer | A-Award | A | Common Stock | 11,700 | 0.00 | — | 29,867 | — | ↗ |
| 2018-07-01 | Charlton Alisha | Officer | A-Award | A | Common Stock | 7,300 | 0.00 | — | 9,633 | — | ↗ |
| 2018-06-20 | Van Kirk Richard Lee Jr | Director / Officer | S-Sale | D | Common Stock | 1,500 | 6.51 | 9.8K | 18,167 | — | ↗ |
| 2018-02-12 | Farrell William James III | Director | P-Purchase | A | Common Stock | 2,200 | 6.75 | 14.9K | 8,400 | — | ↗ |
| 2018-02-01 | Van Kirk Richard Lee Jr | Director / Officer | J-Other | A | Common Stock | 438 | 5.93 | 2.6K | 19,667 | — | ↗ |
| 2018-02-01 | Charlton Alisha | Officer | J-Other | A | Common Stock | 219 | 5.93 | 1.3K | 2,333 | — | ↗ |
| 2017-08-03 | Van Kirk Richard Lee Jr | Director / Officer | J-Other | A | Common Stock | 499 | 5.21 | 2.6K | 19,229 | — | ↗ |
| 2017-08-03 | Charlton Alisha | Officer | J-Other | A | Common Stock | 249 | 5.21 | 1.3K | 2,114 | — | ↗ |
| 2017-05-18 | Van Kirk Richard Lee Jr | Director / Officer | S-Sale | D | Common Stock | 940 | 5.75 | 5.4K | 18,760 | — | ↗ |
| 2017-05-16 | Van Kirk Richard Lee Jr | Director / Officer | M-Exempt | A | Common Stock | 3,334 | 4.38 | 14.6K | 22,064 | — | ↗ |
| 2017-02-02 | Van Kirk Richard Lee Jr | Director / Officer | J-Other | A | Common Stock - ESPP | 573 | 4.53 | 2.6K | 18,730 | — | ↗ |
| 2017-02-02 | Charlton Alisha | Officer | J-Other | A | Common Stock | 286 | 4.53 | 1.3K | 1,865 | — | ↗ |
| 2016-12-19 | HOVDA DAVID | Director | M-Exempt | A | Common Stock | 3,000 | 2.14 | 6.4K | 10,500 | — | ↗ |
| 2016-08-04 | Van Kirk Richard Lee Jr | Director / Officer | J-Other | A | Common Stock - ESPP | 198 | 4.91 | 972.48 | 18,157 | — | ↗ |
| 2016-08-04 | Charlton Alisha | Officer | J-Other | A | Common Stock | 264 | 4.91 | 1.3K | 1,579 | — | ↗ |
| 2016-06-30 | Farrell William James III | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2016-05-26 | Van Kirk Richard Lee Jr | Director / Officer | L-Small | A | Common Stock | 1,265 | 3.91 | 4.9K | 17,959 | — | ↗ |
| 2016-03-23 | Farrell William James III | Director | P-Purchase | A | Common Stock | 600 | 3.42 | 2.1K | 4,200 | — | ↗ |
| 2016-03-22 | Farrell William James III | Director | L-Small | A | Common Stock | 700 | 3.36 | 2.3K | 3,000 | — | ↗ |
| 2016-03-18 | Swenson Nicholas John | Director | L-Small | A | Common Stock | 125 | 3.15 | 393.75 | 95,613 | — | ↗ |
| 2016-03-10 | Farrell William James III | Director | L-Small | A | Common Stock | 600 | 3.31 | 2.0K | 2,300 | — | ↗ |
| 2016-03-09 | Farrell William James III | Director | L-Small | A | Common Stock | 700 | 3.17 | 2.2K | 1,700 | — | ↗ |
| 2016-03-08 | Swenson Nicholas John | Director | L-Small | A | Common Stock | 898 | 3.15 | 2.8K | 95,488 | — | ↗ |
| 2016-03-02 | Swenson Nicholas John | Director | P-Purchase | A | Common Stock | 1,281 | 3.15 | 4.0K | 94,590 | — | ↗ |
| 2016-03-01 | Swenson Nicholas John | Director | P-Purchase | A | Common Stock | 17,821 | 3.15 | 56.1K | 93,309 | — | ↗ |
| 2016-03-01 | CABILLOT RAYMOND E | Director | P-Purchase | A | Common Stock | 20,000 | 3.15 | 63.0K | 565,923 | — | ↗ |
| 2016-01-30 | Van Kirk Richard Lee Jr | Director / Officer | J-Other | A | Common Stock - ESPP | 496 | 1.96 | 973.90 | 16,694 | — | ↗ |
| 2016-01-30 | Charlton Alisha | Officer | J-Other | A | Common Stock | 662 | 1.96 | 1.3K | 1,315 | — | ↗ |
| 2016-01-21 | Swenson Nicholas John | Director | L-Small | A | Common Stock | 100 | 2.25 | 225.00 | 75,488 | — | ↗ |
| 2016-01-21 | CABILLOT RAYMOND E | Director | L-Small | A | Common Stock | 100 | 2.25 | 225.00 | 545,923 | — | ↗ |
| 2016-01-19 | Swenson Nicholas John | Director | L-Small | A | Common Stock | 100 | 2.25 | 225.00 | 75,388 | — | ↗ |
| 2016-01-19 | CABILLOT RAYMOND E | Director | L-Small | A | Common Stock | 100 | 2.25 | 225.00 | 545,823 | — | ↗ |
| 2016-01-15 | Swenson Nicholas John | Director | P-Purchase | A | Common Stock | 4,026 | 2.30 | 9.3K | 75,163 | — | ↗ |
| 2016-01-15 | CABILLOT RAYMOND E | Director | L-Small | A | Common Stock | 250 | 2.23 | 557.50 | 530,810 | — | ↗ |
| 2016-01-14 | Swenson Nicholas John | Director | P-Purchase | A | Common Stock | 1,158 | 2.30 | 2.7K | 55,974 | — | ↗ |
| 2016-01-13 | Swenson Nicholas John | Director | P-Purchase | A | Common Stock | 6,195 | 2.30 | 14.2K | 54,816 | — | ↗ |
| 2016-01-07 | Swenson Nicholas John | Director | L-Small | A | Common Stock | 233 | 2.30 | 535.90 | 47,821 | — | ↗ |
| 2015-12-18 | HOVDA DAVID | Director | M-Exempt | D | Director Stock Option (Right to Buy) | 7,500 | 2.14 | 16.1K | 7,500 | — | ↗ |
| 2015-09-15 | Swenson Nicholas John | Director | P-Purchase | A | Common Stock | 15,237 | 2.30 | 35.0K | 47,588 | — | ↗ |
| 2015-09-14 | Swenson Nicholas John | Director | P-Purchase | A | Common Stock | 7,300 | 2.30 | 16.8K | 32,351 | — | ↗ |
| 2015-09-11 | Swenson Nicholas John | Director | L-Small | A | Common Stock | 200 | 2.29 | 458.00 | 21,351 | — | ↗ |
| 2015-08-28 | Swenson Nicholas John | Director | P-Purchase | A | Common Stock | 3,210 | 2.30 | 7.4K | 21,151 | — | ↗ |
| 2015-08-28 | CABILLOT RAYMOND E | Director | P-Purchase | A | Common Stock | 2,057 | 2.30 | 4.7K | 530,560 | — | ↗ |
| 2015-08-24 | Swenson Nicholas John | Director | L-Small | A | Common Stock | 3,600 | 2.10 | 7.6K | 17,941 | — | ↗ |
| 2015-08-24 | CABILLOT RAYMOND E | Director | L-Small | A | Common Stock | 3,600 | 2.10 | 7.6K | 528,503 | — | ↗ |
| 2015-08-21 | Swenson Nicholas John | Director | P-Purchase | A | Common Stock | 294 | 2.27 | 667.38 | 11,791 | — | ↗ |
| 2015-08-21 | CABILLOT RAYMOND E | Director | L-Small | A | Common Stock | 200 | 2.24 | 448.00 | 520,881 | — | ↗ |
| 2015-08-20 | Swenson Nicholas John | Director | L-Small | A | Common Stock | 50 | 2.30 | 115.00 | 10,121 | — | ↗ |
| 2015-08-20 | CABILLOT RAYMOND E | Director | L-Small | A | Common Stock | 50 | 2.30 | 115.00 | 520,681 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Chief Financial Officer | — | — | — | — | — | — | 12.9K | 0.00% | ↗ |
| 2 | 2024 | Alisha K. Charlton Chief Financial Officer | 242.7K | 50.1K | 20.1K | — | — | 7.6K | 320.5K | 6.26% | ↗ |
| 3 | 2024 | Richard L. Van Kirk Director, CEO, President and COO | — | — | — | — | — | — | 45.2K | 0.00% | ↗ |
| 4 | 2024 | Director, CEO, President, and COO Alisha K. Charlton | — | — | — | — | — | — | 43.7K | 0.00% | ↗ |
| 5 | 2024 | Chief Financial Officer | — | — | — | — | — | — | 7.6K | 0.00% | ↗ |
| 6 | 2023 | Richard L. Van Kirk Director, CEO, President and COO | 305.0K | 70.1K | — | — | — | 43.5K | 418.6K | 0.00% | ↗ |
| 7 | 2023 | Alisha K. Charlton Chief Financial Officer | 240.0K | 50.1K | — | — | — | 7.5K | 297.6K | 0.00% | ↗ |
| 8 | 2022 | Alisha K. Charlton Chief Financial Officer | 232.5K | 60.4K | 132.7K | — | — | 7.4K | 432.9K | 30.65% | ↗ |
| 9 | 2022 | Richard L. Van Kirk Director, CEO, President and COO | 305.0K | 70.4K | — | — | — | 41.0K | 416.4K | 0.00% | ↗ |
| 10 | 2021 | Richard L. Van Kirk Director, CEO, President and COO | 305.0K | 70.7K | 1.56M | — | — | 40.5K | 1.98M | 78.96% | ↗ |
| 11 | 2021 | Alisha K. Charlton Chief Financial Officer | 215.8K | 20.7K | 368.8K | — | — | 6.1K | 611.3K | 60.33% | ↗ |
| 12 | 2020 | Richard L. Van Kirk Director, CEO, President and COO | 305.0K | 280.7K | 200.9K | — | — | 35.9K | 822.5K | 24.43% | ↗ |
| 13 | 2020 | Alisha K. Charlton Chief Financial Officer | 212.4K | 33.2K | — | — | — | 3.3K | 248.9K | 0.00% | ↗ |
| 14 | 2019 | Richard L. Van Kirk Director, CEO, President and COO | 281.1K | 65.1K | — | — | — | 30.8K | 377.0K | 0.00% | ↗ |
| 15 | 2019 | Alisha K. Charlton Chief Financial Officer | 198.8K | 25.1K | — | — | — | 3.1K | 227.0K | 0.00% | ↗ |
| 16 | 2018 | Richard L. Van Kirk Director, CEO, President and COO | 225.0K | — | — | — | — | 62.2K | 287.2K | 0.00% | ↗ |
| 17 | 2018 | Alisha K. Charlton Chief Financial Officer | 183.4K | — | — | — | — | 10.5K | 193.9K | 0.00% | ↗ |
| 18 | 2017 | Richard L. Van Kirk Director, CEO, President and COO | 219.2K | — | — | — | — | 139.9K | 359.1K | 0.00% | ↗ |
| 19 | 2017 | Alisha K. Charlton Chief Financial Officer | 174.6K | — | — | — | — | 74.8K | 249.4K | 0.00% | ↗ |
| 20 | 2016 | Richard L. Van Kirk Director, CEO, President and COO | 205.0K | — | — | — | — | 36.6K | 241.6K | 0.00% | ↗ |
| 21 | 2016 | Alisha K. Charlton Chief Financial Officer | 165.0K | — | — | — | — | 5.3K | 170.3K | 0.00% | ↗ |
| 22 | 2015 | Harold A. Hurwitz Former Director, CEO, President, CFO, Treasurer Secretary | 138.5K | — | — | — | — | 101.5K | 240.0K | 0.00% | ↗ |
| 23 | 2015 | Richard L. Van Kirk Director, CEO, President and COO | 191.5K | — | — | — | — | 19.8K | 211.3K | 0.00% | ↗ |
| 24 | 2015 | Richard L. Van Kirk Director, CEO, President and COO | 191.5K | — | — | — | — | 19.8K | 211.3K | 0.00% | ↗ |
| 25 | 2015 | Alisha K. Charlton Chief Financial Officer | 158.7K | — | — | — | — | 3.2K | 161.9K | 0.00% | ↗ |
| 26 | 2015 | Alisha K. Charlton Chief Financial Officer | 158.7K | — | — | — | — | 3.2K | 161.9K | 0.00% | ↗ |
| 27 | 2014 | Harold A. Hurwitz Former Director, CEO, President, CFO, Treasurer Secretary | 222.0K | — | — | — | — | 13.1K | 235.1K | 0.00% | ↗ |
| 28 | 2014 | Harold A. Hurwitz Director, CEO, President, CFO, Treasurer Secretary | 222.0K | — | — | — | — | — | 235.1K | 0.00% | ↗ |
| 29 | 2014 | Richard L. Van Kirk Chief Operating Officer | 177.6K | — | — | — | — | — | 195.1K | 0.00% | ↗ |
| 30 | 2014 | Richard L. Van Kirk Director, CEO, President and COO | 177.6K | — | — | — | — | 17.5K | 195.1K | 0.00% | ↗ |
| 31 | 2014 | Alisha K. Charlton Chief Financial Officer | 59.4K | — | — | — | — | 295.00 | 59.7K | 0.00% | ↗ |
| 32 | 2013 | Michael J. Berthelot Director, CEO | 195.9K | — | — | — | — | 173.2K | 369.0K | 0.00% | ↗ |
| 33 | 2013 | Harold A. Hurwitz Director, CEO, President, CFO, Treasurer Secretary | 192.3K | — | — | — | — | — | 219.2K | 0.00% | ↗ |
| 34 | 2013 | Harold A. Hurwitz Director, CEO, President, CFO, Treasurer and Secretary | 192.3K | — | 8.7K | 6.2K | — | 12.0K | 219.2K | 6.79% | ↗ |
| 35 | 2013 | Richard L. Van Kirk Chief Operating Officer | 157.0K | — | — | — | — | — | 188.4K | 0.00% | ↗ |
| 36 | 2013 | Richard L. Van Kirk COO | 157.0K | — | 8.7K | 6.2K | — | 16.5K | 188.4K | 7.90% | ↗ |
| 37 | 2012 | Michael J. Berthelot Director, CEO | 52.9K | — | — | 190.4K | — | — | 243.3K | 78.26% | ↗ |
| 38 | 2012 | Harold A. Hurwitz Director, CEO, President, CFO, Treasurer and Secretary | 185.1K | 4.6K | — | 21.3K | — | 6.5K | 217.5K | 9.78% | ↗ |
| 39 | 2012 | Richard L. Van Kirk COO | — | — | — | — | — | — | — | — | ↗ |
| 40 | 2011 | Mark P. Murphy Director, CEO | 311.0K | 300.0K | — | 45.4K | — | 16.4K | 672.8K | 6.74% | ↗ |
| 41 | 2011 | Jeffrey J. Ritchey CFO, Treasurer | 155.7K | — | — | — | — | 110.5K | 266.2K | 0.00% | ↗ |
| 42 | 2011 | Harold A. Hurwitz CFO, Treasurer | 135.2K | 59.3K | — | 18.2K | — | 3.0K | 215.7K | 8.42% | ↗ |
| 43 | 2010 | Mark P. Murphy Director, CEO | 287.3K | 225.0K | 78.3K | — | — | 12.8K | 603.4K | 12.98% | ↗ |
| 44 | 2010 | Mark P. Murphy Director, President and CEO | 287.3K | 225.0K | 78.3K | — | — | 12.8K | 603.4K | 12.98% | ↗ |
| 45 | 2010 | Patrick Johnson Executive Vice President | 137.3K | — | — | — | 3.7K | 81.9K | 222.9K | 0.00% | ↗ |
| 46 | 2010 | Jeffrey J. Ritchey CFO, Treasurer | 166.8K | — | — | 2.1K | 22.8K | 12.6K | 204.3K | 1.05% | ↗ |
| 47 | 2010 | Jeffrey J. Ritchey Treasurer, CFO and Secretary | 166.8K | — | — | 2.1K | 22.8K | 12.6K | 204.3K | 1.05% | ↗ |
| 48 | 2010 | Harold A. Hurwitz CFO, Treasurer | — | — | — | — | — | — | — | — | ↗ |
| 49 | 2009 | Mark P. Murphy Director, President and CEO | 317.3K | — | 117.3K | — | — | 10.7K | 445.3K | 26.34% | ↗ |
| 50 | 2009 | Mark P. Murphy Director, President and CEO | 317.3K | — | 117.3K | — | — | 10.7K | 445.3K | 26.34% | ↗ |
| 51 | 2009 | Patrick Johnson Executive Vice President | 225.6K | — | — | — | 13.9K | 11.9K | 251.4K | 0.00% | ↗ |
| 52 | 2009 | Patrick Johnson Executive Vice President Chief Business Dev. Officer | 225.6K | — | — | — | 13.9K | 11.9K | 251.4K | 0.00% | ↗ |
| 53 | 2009 | Jeffrey J. Ritchey Treasurer, CFO and Secretary | 180.8K | — | — | 1.5K | 11.0K | 11.3K | 204.6K | 0.75% | ↗ |
| 54 | 2008 | Mark P. Murphy Director, President | 289.8K | — | 117.3K | — | — | 15.1K | 422.2K | 27.78% | ↗ |
| 55 | 2008 | Mark P. Murphy Director, President and CEO | 289.8K | — | 117.3K | — | — | 10.5K | 417.6K | 28.09% | ↗ |
| 56 | 2008 | Mark P. Murphy Director, President and CEO | 289.8K | — | 117.3K | — | — | 10.5K | 417.6K | 28.09% | ↗ |
| 57 | 2008 | Patrick Johnson Executive Vice President | 197.9K | — | — | — | — | 16.1K | 227.5K | 0.00% | ↗ |
| 58 | 2008 | Patrick Johnson Executive Vice President Chief Business Dev. Officer | 197.9K | — | — | — | 13.5K | 11.1K | 222.4K | 0.00% | ↗ |
| 59 | 2008 | Jeffrey J. Ritchey Treasurer, CFO | 158.7K | — | — | 5.5K | — | 13.8K | 190.2K | 2.89% | ↗ |
| 60 | 2008 | Jeffrey J. Ritchey Treasurer, CFO and Secretary | 158.7K | — | — | 5.5K | 12.3K | 9.9K | 186.4K | 2.95% | ↗ |
| 61 | 2007 | Mark P. Murphy Director, President and CEO | 226.7K | — | 156.4K | — | — | 7.5K | 390.5K | 40.05% | ↗ |
| 62 | 2007 | Mark P. Murphy Director, President | 226.7K | — | 156.4K | — | — | 7.5K | 390.5K | 40.05% | ↗ |
| 63 | 2007 | Patrick Johnson Executive Vice President and Chief Business Development Officer, Former Director | 186.9K | — | — | — | 2.3K | 11.6K | 200.8K | 0.00% | ↗ |
| 64 | 2007 | Patrick Johnson Executive Vice President | 186.9K | — | — | — | — | 11.6K | 200.8K | 0.00% | ↗ |
| 65 | 2007 | Patrick Johnson Executive Vice President Chief Business Dev. Officer | 186.9K | — | — | — | 2.3K | 11.6K | 200.8K | 0.00% | ↗ |
| 66 | 2007 | Jeffrey J. Ritchey Treasurer, CFO | 147.2K | 5.3K | — | 8.6K | — | 9.6K | 173.7K | 4.96% | ↗ |
| 67 | 2007 | Jeffrey J. Ritchey Treasurer, CFO and Secretary | 147.2K | 5.3K | — | 8.6K | 2.9K | 9.6K | 173.7K | 4.96% | ↗ |
| 68 | 2007 | Jeffrey J. Ritchey Treasurer, CFO and Secretary | 147.2K | 5.3K | — | 8.6K | 2.9K | 9.6K | 173.7K | 4.96% | ↗ |
| 69 | 2006 | Jeffrey J. Ritchey Interim President and CEO, Treasurer, CFO and Secretary Ajay Kumar Vice President of Product Development | 114.2K | — | — | 120.0K | — | 10.7K | 125.0K | 96.04% | ↗ |
| 70 | 2005 | Patrick Johnson CEO and President Pro-Dex Inc., | 208.5K | 67.8K | — | — | — | 11.0K | 287.2K | 0.00% | ↗ |
| 71 | 2005 | Jeffrey J. Ritchey Treasurer and CFO Pro-Dex Inc. | 123.9K | 28.8K | — | 20.0K | — | 8.3K | 160.9K | 12.43% | ↗ |
| 72 | 2004 | Patrick Johnson CEO Pro-Dex Inc. and President, Micro Motors, Inc. | 189.0K | — | — | — | — | 18.5K | 207.4K | 0.00% | ↗ |
| 73 | 2004 | Patrick Johnson CEO and President Pro-Dex Inc., | 189.0K | — | — | — | — | 18.5K | 207.4K | 0.00% | ↗ |
| 74 | 2004 | Jeffrey J. Ritchey Treasurer and CFO Pro-Dex Inc. and Controller, Micro Motors, Inc. | 113.8K | — | — | — | — | 10.2K | 124.1K | 0.00% | ↗ |
| 75 | 2004 | Jeffrey J. Ritchey Treasurer and CFO Pro-Dex Inc. | 113.8K | — | — | — | — | 10.2K | 124.1K | 0.00% | ↗ |
| 76 | 2003 | Patrick Johnson CEO Pro-Dex Inc. and President, Micro Motors, Inc. | 160.8K | 26.4K | — | 300.0K | — | 22.9K | 210.0K | 142.84% | ↗ |
| 77 | 2003 | Patrick Johnson CEO and President Pro-Dex Inc., | 160.8K | 26.4K | — | 300.0K | — | 22.9K | 210.0K | 142.84% | ↗ |
| 78 | 2003 | Gary G. Garleb President, Oregon Micro Systems, Inc. | 135.0K | — | — | — | — | 16.1K | 151.1K | 0.00% | ↗ |
| 79 | 2003 | Jeffrey J. Ritchey Treasurer and CFO Pro-Dex Inc. | 103.1K | 6.0K | — | 60.0K | — | 8.8K | 117.9K | 50.87% | ↗ |
| 80 | 2003 | Jeffrey J. Ritchey Treasurer and CFO Pro-Dex Inc. and Controller, Micro Motors, Inc. | 103.1K | 6.0K | — | 60.0K | — | 8.8K | 117.9K | 50.87% | ↗ |
| 81 | 2002 | Patrick Johnson President, Micro Motors, Inc. | 283.1K | 15.0K | — | 187.5K | — | 17.2K | 315.3K | 59.47% | ↗ |
| 82 | 2002 | Patrick Johnson CEO Pro-Dex Inc. and President, Micro Motors, Inc. | 155.4K | 15.0K | — | 187.5K | — | 17.2K | 187.6K | 99.96% | ↗ |
| 83 | 2002 | Gary G. Garleb President, Oregon Micro Systems, Inc. | 132.5K | 34.5K | — | 89.0K | — | 16.7K | 183.7K | 48.46% | ↗ |
| 84 | 2002 | Jeffrey J. Ritchey Treasurer and CFO Pro-Dex Inc. and Controller, Micro Motors, Inc. | 78.9K | — | — | 40.0K | — | 4.9K | 83.8K | 47.71% | ↗ |
| 85 | 2002 | Frank Zagar Chief Executive Officer and President | — | — | — | 320.0K | — | 75.8K | 75.8K | 421.97% | ↗ |
| 86 | 2002 | Jeffrey J. Ritchey Controller, Micro Motors, Inc. | 32.5K | — | — | 40.0K | — | 4.9K | 37.4K | 106.93% | ↗ |
| 87 | 2002 | Ronald G. Coss Director and Chairman of the Board | — | — | — | — | — | 15.4K | 15.4K | 0.00% | ↗ |
| 88 | 2001 | Daniel Reinhardt General Manager, Biotrol International, Inc. | 363.3K | — | — | — | — | 52.1K | 415.4K | 0.00% | ↗ |
| 89 | 2001 | Ronald G. Coss Director and Chairman of the Board | 303.0K | — | — | — | — | 39.5K | 342.5K | 0.00% | ↗ |
| 90 | 2001 | Gary G. Garleb President, Oregon Micro Systems, Inc. | 146.7K | 34.5K | — | — | — | 16.5K | 197.7K | 0.00% | ↗ |
| 91 | 2001 | Patrick Johnson CEO Pro-Dex Inc. and President, Micro Motors, Inc. | 144.0K | 15.0K | — | — | — | 10.2K | 169.2K | 0.00% | ↗ |
| 92 | 2001 | Ronald G. Coss Vice Chairman and Chief Technical Officer | 162.5K | — | — | — | — | — | 162.5K | 0.00% | ↗ |
| 93 | 2001 | Gary G. Garleb General Manager, Oregon Micro Systems, Inc. | 121.0K | 34.5K | — | — | — | — | 155.5K | 0.00% | ↗ |
| 94 | 2001 | Jeffrey J. Ritchey Controller, Micro Motors, Inc. | 132.5K | — | — | — | — | — | 132.5K | 0.00% | ↗ |
| 95 | 2001 | Frank Zagar Chief Executive Officer and President | 37.7K | — | — | — | — | — | 37.7K | 0.00% | ↗ |
| 96 | 2001 | Patrick Johnson President, Micro Motors, Inc. | — | 15.0K | — | — | — | 10.2K | 25.2K | 0.00% | ↗ |
| 97 | 2001 | Jeffrey J. Ritchey Treasurer and CFO Pro-Dex Inc. and Controller, Micro Motors, Inc. | — | — | — | — | — | — | — | — | ↗ |
| 98 | 2001 | Kent E. Searl Chief Executive Officer, President and Chairman of the Board | — | — | — | 99.0K | — | — | — | — | ↗ |
| 99 | 2000 | Daniel Reinhardt General Manager, Biotrol International, Inc. | 359.1K | 30.6K | — | — | — | — | 389.6K | 0.00% | ↗ |
| 100 | 2000 | Patrick Johnson President, Micro Motors, Inc. | 363.3K | 15.0K | — | — | — | 2.6K | 380.8K | 0.00% | ↗ |
| 101 | 2000 | Ronald G. Coss Vice Chairman Chief Technical Officer | 363.3K | — | — | — | — | — | 363.3K | 0.00% | ↗ |
| 102 | 2000 | Ronald G. Coss Vice Chairman and Chief Technical Officer | 283.1K | — | — | — | — | 39.5K | 322.6K | 0.00% | ↗ |
| 103 | 2000 | George J. Isaac Vice President, Chief Financial Officer, Secretary-Treasurer, Director | 207.6K | 40.0K | — | — | — | 1.7K | 249.3K | 0.00% | ↗ |
| 104 | 2000 | Kent E. Searl Chairman/CEO/ President | 189.4K | 40.0K | — | — | — | — | 229.4K | 0.00% | ↗ |
| 105 | 2000 | Gary G. Garleb General Manager Oregon Micro Systems, Inc. | 130.0K | 32.5K | — | — | — | 1.5K | 164.0K | 0.00% | ↗ |
| 106 | 2000 | Charles L. Bull General Manager Challenge Products, Inc. | 100.0K | 48.6K | — | — | — | 716.00 | 149.4K | 0.00% | ↗ |
| 107 | 2000 | Jeffrey J. Ritchey Controller, Micro Motors, Inc. | 146.7K | — | — | — | — | — | 146.7K | 0.00% | ↗ |
| 108 | 2000 | Gary G. Garleb General Manager, Oregon Micro Systems, Inc. | 107.4K | — | — | — | — | — | 107.4K | 0.00% | ↗ |
| 109 | 2000 | Kent E. Searl Chief Executive Officer, President and Chairman of the Board | 48.0K | 40.0K | — | — | — | — | 88.0K | 0.00% | ↗ |
| 110 | 2000 | Ronald G. Coss Director and Chairman of the Board | — | — | — | — | — | 52.1K | 52.1K | 0.00% | ↗ |
| 111 | 2000 | Gary G. Garleb President, Oregon Micro Systems, Inc. | — | — | — | — | — | 13.7K | 13.7K | 0.00% | ↗ |
| 112 | 2000 | Frank Zagar Chief Executive Officer and President | — | — | — | — | — | — | — | — | ↗ |
| 113 | 1999 | Ronald G. Coss Vice Chairman Chief Technical Officer | 359.1K | — | 100.0K | 100.0K | — | 570.00 | 459.6K | 43.51% | ↗ |
| 114 | 1999 | George J. Isaac Vice President, Chief Financial Officer, Secretary-Treasurer, Director | 195.4K | — | — | — | — | — | 195.4K | 0.00% | ↗ |
| 115 | 1999 | Daniel Reinhardt General Manager, Biotrol International, Inc. | 152.8K | — | — | — | — | 39.6K | 192.4K | 0.00% | ↗ |
| 116 | 1999 | Kent E. Searl Chief Executive Officer, President and Chairman of the Board | 189.4K | — | — | — | — | — | 189.4K | 0.00% | ↗ |
| 117 | 1999 | Kent E. Searl Chairman/CEO/ President | 162.5K | — | — | — | — | — | 162.5K | 0.00% | ↗ |
| 118 | 1999 | Gary G. Garleb General Manager, Oregon Micro Systems, Inc. | 146.7K | — | — | — | — | 11.9K | 158.6K | 0.00% | ↗ |
| 119 | 1999 | Charles L. Bull General Manager Challenge Products, Inc. | 100.0K | 39.1K | — | — | — | 1.5K | 140.6K | 0.00% | ↗ |
| 120 | 1999 | Gary G. Garleb General Manager Oregon Micro Systems, Inc. | 124.3K | — | — | — | — | — | 124.3K | 0.00% | ↗ |
| 121 | 1999 | Ronald G. Coss Vice Chairman and Chief Technical Officer | — | — | — | 100.0K | — | — | — | — | ↗ |
| 122 | 1998 | Ronald G. Coss Vice Chairman Chief Technical Officer | 325.2K | — | — | — | — | 1.6K | 326.8K | 0.00% | ↗ |
| 123 | 1998 | George J. Isaac Vice President, Chief Financial Officer, Secretary-Treasurer, Director | 189.3K | — | — | — | — | 1.6K | 190.9K | 0.00% | ↗ |
| 124 | 1998 | Kent E. Searl Chairman/CEO/ President | 174.9K | — | — | — | — | — | 174.9K | 0.00% | ↗ |
| 125 | 1998 | Charles L. Bull General Manager Challenge Products, Inc. | 100.0K | 28.6K | — | — | — | 1.4K | 129.9K | 0.00% | ↗ |
| 126 | 1998 | Gary G. Garleb General Manager Oregon Micro Systems, Inc. | 118.6K | — | — | — | — | — | 118.6K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Richard Lee Van Kirk Jr. | Chief Executive Officer, President, Chief Operating Officer & Director | 605.3K | male |
| Alisha K. Charlton | Chief Financial Officer & Corporate Secretary | 310.2K | female |
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Community Opinion for PDEX
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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