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Pro-Dex, Inc. (PDEX)

USD58.96 +0.70 (+1.20%)
US NASDAQ Healthcare Medical - Instruments & Supplies
Address 2361 McGaw Avenue 92614
Irvine, CA, US
CEO Richard Lee Van Kirk Jr.
IPO 1986-08-07
CIK 788920 ISIN US74265M2052

Explore sections of this company profile

Description

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.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD58.96 +0.70 (+1.20%)
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Volume Profile
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Liquidity & share structure
Average Volume
46.5K
Beta
0.02
Float Shares
2.02M
Free Float %
62.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.02% -3.65% +9.75% +48.33% +73.95% +46.83% +40.30% +254.68% +72.26% +1,398.71% +250.28%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (1 ratings, all time) Buy
Price Targets & DCF
Current price
58.96
DCF (Unlevered) 171.21 +190.4%
DCF (Levered) 16.24 -72.5%

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

Ratings Trend (MoM) 100% Bullish
Rating 2025-08 Change
Strong Buy 0 0
Buy 1 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
6.86
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • 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)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (-0.11) × ERP
WACC = 92% × Ke + 8% × Kd (5.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 162.63 Current price: 58.96
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric 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
Historical Ratings (3M)
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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
9.16M
OE per share TTM
2.76
Owner's Yield
5.06%
Maintenance CapEx ratio
9.94%
Maint CapEx / Avg PPE
19.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
9
Total invested
312.0K
Insider transactions (90d)
3
Beneficial owners (>5%)
12
Beneficial owners (>5%)
# 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)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
9
-46 vs prev Q
New positions
2
Closed positions
48
Increased
2
Reduced
3
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 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
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 48 ETFs in our universe
# 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

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
1
Shares acquired
Shares disposed
5.8K
Cash buys
Cash sales
Net activity
-5,800
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
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

Top executives
EBIT / Employee
88.3K
Shares Outstanding
3.21M

Executive compensation

Executive compensation (annual)
# 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%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-10-07 DEFA14A
2025-10-07 DEF 14A
2024-10-08 DEFA14A
2024-10-08 DEF 14A
2023-10-27 DEFA14A
2023-10-27 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-04-30 8-K
2026-04-30 10-Q
2026-03-27 8-K
2026-02-12 8-K
2026-01-29 8-K
2026-01-29 10-Q
2026-01-23 4
2025-12-19 8-K
2025-11-24 4
2025-11-21 8-K

Executive team

NameTitleCompensationGender
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
ESG Rating
B+
MEDICAL - INSTRUMENTS & SUPPLIES
2012
E (Environmental)
61.9 / 64.7
Company / Sector avg.
S (Social)
75.3 / 70.0
Company / Sector avg.
G (Governance)
70.4 / 67.5
Company / Sector avg.
ESG Total
69.2 / 67.4
Company / Sector avg.
ESG Score History MEDICAL - INSTRUMENTS & SUPPLIES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

Earnings history

Earnings reports

Stock splits