Phunware, Inc. (PHUN)
Austin, TX, US
Phunware, Inc., operating alongside its subsidiaries, delivers an integrated software platform designed to empower companies globally and within the United States. Its primary aim is to provide clients with the tools, solutions, and services needed to effectively engage with, manage, and ultimately generate revenue from their diverse mobile application portfolios. Central to the company's offerings is cloud-based mobile software, which is licensed to customers in the form of Software Development Kits (SDKs) for integration into existing mobile applications. These SDKs include a wide array of functionalities: Analytics: Offering valuable data on application usage and user engagement. Content Management: Enabling administrators to easily create and manage app content through a cloud-based portal. Communication Tools: Providing robust alerts, notifications, and messaging capabilities. Marketing Automation: Facilitating location-triggered messages and streamlined workflows. Advertising: Offering solutions for ad placement and management. Location-Based Services: Encompassing mapping, navigation, wayfinding, workflow management, asset tracking, and policy enforcement. Beyond the core SDKs, Phunware also offers services for integrating its SDK licenses into client applications, alongside custom application development and ongoing support. The company further provides specialized, cloud-based solutions tailored for specific industries such as healthcare, retail, sports, aviation, real estate, hospitality, and education. Additionally, Phunware facilitates various application transactions, including both recurring and one-time media purchases aimed at enhancing app discovery, user acquisition, audience building, engagement, and monetization efforts. In a distinct offering, Phunware also supplies pre-assembled and custom-built high-performance personal computer systems, catering to enthusiasts involved in gaming, streaming, and cryptocurrency mining. Established in 2009, Phunware's corporate headquarters are located in Austin, Texas.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.50% | -1.49% | +5.29% | +11.17% | -12.72% | +7.57% | -36.22% | -93.30% | -97.07% | -99.60% | -99.60% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | -1 |
| Buy | 0 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 7 |
11.79
+447.1%
|
-
Revenue growth Software - Application: +13.0%-19.9% Q1'26: -21.2% (vs Q1'25)
-
EPS growth Software - Application: +28.6%+39.4% ★ Q1'26: +33.3% (vs Q1'25)
-
FCF margin FCF growth · Software - Application: +45.3%-833.7% Q1'26: +0.0% (vs Q1'25)
-
EBIT margin Software - Application: +9.4%-803.7% Q1'26: -742.1% (vs Q1'25)
-
ROIC Software - Application: +7.5%— Q1'26: +393.5% (vs Q1'25)
-
Share dilution Software - Application: +0.0%+83.9% Q1'26: +29.6% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×-0.03× Q1'26: -0.03× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|
| Revenue |
10.00M
est: 11.19M (-10.6%)
|
10.64M
est: 10.27M (+3.6%)
|
6.52M
est: 22.48M (-71.0%)
|
4.83M
est: 4.12M (+17.2%)
|
3.19M
est: 3.53M (-9.6%)
|
2.55M
est: 2.37M (+7.7%)
|
3.50M
2.58M – 4.42M
+47.8% YoY
|
| EBITDA |
-18.63M
est: -11.19M (-66.5%)
|
-49.23M
est: -10.27M (-379.2%)
|
-42.97M
est: -22.48M (-91.1%)
|
-40.10M
est: -4.12M (-872.3%)
|
-10.12M
est: -3.53M (-187.0%)
|
-20.52M
est: -2.37M (-765.8%)
|
-3.50M
-4.42M – -2.58M
-47.8% YoY
|
| EBIT |
-18.78M
est: -11.19M (-67.9%)
|
-49.47M
est: -10.27M (-381.5%)
|
-43.02M
est: -22.48M (-91.3%)
|
-40.18M
est: -4.12M (-874.3%)
|
-10.14M
est: -3.53M (-187.5%)
|
-20.52M
est: -2.37M (-765.8%)
|
-3.50M
-4.42M – -2.58M
-47.8% YoY
|
| Net Income |
-22.20M
est: -219.44M (+89.9%)
|
-53.52M
est: -176.93M (+69.7%)
|
-50.89M
est: -258.23M (+80.3%)
|
-52.79M
est: -152.39M (+65.4%)
|
-10.32M
est: -17.39M (+40.7%)
|
-11.40M
est: -11.91M (+4.2%)
|
-11.82M
-13.77M – -9.24M
+0.8% YoY
|
| SGA |
17.01M
est: 31.67M (-46.3%)
|
16.28M
est: 29.08M (-44.0%)
|
21.39M
est: 63.64M (-66.4%)
|
17.11M
est: 16.29M (+5.0%)
|
13.08M
est: 13.94M (-6.2%)
|
18.65M
est: 9.36M (+99.1%)
|
13.84M
10.20M – 17.48M
+47.8% YoY
|
| EPS |
-25.07
est: -20.00 (-25.4%)
|
-35.50
est: -16.13 (-120.2%)
|
-25.71
est: -21.63 (-18.9%)
|
-22.18
est: -7.55 (-193.7%)
|
-0.94
est: -0.89 (-6.0%)
|
-0.57
est: -0.60 (+4.2%)
|
-0.57
-0.68 – -0.46
+4.2% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | B | 3/5 | 5/5 | 1/5 | 1/5 | 4/5 | 1/5 | 5/5 |
| 2026-05-07 | B | 3/5 | 5/5 | 1/5 | 1/5 | 4/5 | 1/5 | 5/5 |
| 2026-05-06 | B | 3/5 | 5/5 | 1/5 | 1/5 | 4/5 | 1/5 | 5/5 |
| 2026-05-05 | B | 3/5 | 5/5 | 1/5 | 1/5 | 4/5 | 1/5 | 5/5 |
| 2026-05-04 | B | 3/5 | 5/5 | 1/5 | 1/5 | 4/5 | 1/5 | 5/5 |
| 2026-05-01 | B | 3/5 | 5/5 | 1/5 | 1/5 | 4/5 | 1/5 | 5/5 |
| 2026-04-30 | B | 3/5 | 5/5 | 1/5 | 1/5 | 4/5 | 1/5 | 5/5 |
| 2026-04-29 | B | 3/5 | 5/5 | 1/5 | 1/5 | 4/5 | 1/5 | 5/5 |
| 2026-04-28 | B | 3/5 | 5/5 | 1/5 | 1/5 | 4/5 | 1/5 | 5/5 |
| 2026-04-27 | B | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-24 | B- | 3/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-23 | B- | 3/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-22 | B- | 3/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-21 | B- | 3/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-20 | B- | 3/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-17 | B | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-16 | B | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
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 | L1 Capital Global Opportunities Master Fund, Ltd. | 23.21M | 8.30% | 23.21M | — | — | — | FI | Cayman Islands | 2024-01-29 | ↗ |
| 2 | Capital LLC | 3.92M | 5.81% | 3.92M | — | 3.92M | — | OO | Delaware, U.S.A | 2021-02-22 | ↗ |
| 3 | Khatri | 3.92M | 5.81% | 3.92M | — | 3.92M | — | IN | Delaware, U.S.A | 2021-02-22 | ↗ |
| 4 | Opportunity Master Fund, SPC – Segregated Master Portfolio B | 3.92M | 5.81% | 3.92M | — | 3.92M | — | CO | Delaware, U.S.A | 2021-02-22 | ↗ |
| 5 | Heights Capital Management, Inc. | 3.92M | 5.80% | — | 3.92M | — | 3.92M | CO | Cayman Islands | 2021-02-24 | ↗ |
| 6 | Khazanah Nasional Berhad | 2.21M | 7.29% | — | 2.21M | — | 2.21M | OO | Malaysia | 2019-01-03 | ↗ |
| 7 | Mount Raya Investments Limited | 2.21M | 7.29% | — | 2.21M | — | 2.21M | OO | Malaysia | 2019-01-03 | ↗ |
| 8 | (Akis) Tsirigakis | 923.3K | 10.20% | — | 923.3K | — | 923.3K | IN | Greece | 2017-02-13 | ↗ |
| 9 | Syllantavos | 903.3K | 10.00% | — | 903.3K | — | 903.3K | IN | Greece | 2017-02-13 | ↗ |
| 10 | S | 848.6K | 9.42% | — | 848.6K | — | 848.6K | HC, IN | United States | 2018-02-12 | ↗ |
| 11 | Karpus Management, Inc., d/b/a Karpus Investment ManagementI.D. #16-1290558 | 816.1K | 9.06% | 816.1K | — | 816.1K | — | IA | New York | 2018-02-14 | ↗ |
| 12 | Ari Glass | 750.0K | 8.80% | — | 750.0K | — | 750.0K | IN | Delaware | 2016-08-26 | ↗ |
| 13 | Boothbay Fund Management, LLC | 750.0K | 8.80% | — | 750.0K | — | 750.0K | IA, OO | Delaware | 2016-08-26 | ↗ |
| 14 | Hudson Bay Capital Management LP | 625.0K | 11.05% | — | 625.0K | — | — | PN | State of Delaware | 2018-06-01 | ↗ |
| 15 | Sander Gerber | 625.0K | 11.05% | — | 625.0K | — | — | IN | State of Delaware | 2018-06-01 | ↗ |
| 16 | Hudson Bay Capital Management, L.P. | 625.0K | 6.94% | — | 625.0K | — | 625.0K | PN | Delaware | 2017-01-30 | ↗ |
| 17 | Investments Inc. | 460.2K | 5.10% | 460.2K | — | 460.2K | — | OO | of the Marshall Islands | 2017-02-13 | ↗ |
| 18 | Maritime Corp. | 423.1K | 4.60% | 423.1K | — | 423.1K | — | OO | of the Marshall Islands | 2017-02-13 | ↗ |
| 19 | AQR Capital Management Holdings, LLC | 200.0K | 2.22% | — | 200.0K | — | — | HC | Delaware, USA | 2018-02-14 | ↗ |
| 20 | AQR Capital Management, LLC | 200.0K | 2.22% | — | 200.0K | — | — | IA | Delaware, USA | 2018-02-14 | ↗ |
| 21 | CNH Partners, LLC | 200.0K | 2.22% | — | 200.0K | — | — | IA | Delaware, USA | 2018-02-14 | ↗ |
| 22 | Altium Capital Management, LP | — | 0.00% | — | — | — | — | IA, PN | Delaware, United States of America | 2022-02-11 | ↗ |
| 23 | Altium Growth Fund, LP | — | 0.00% | — | — | — | — | PN | Delaware, United States of America | 2022-02-11 | ↗ |
| 24 | Altium Growth GP, LLC | — | 0.00% | — | — | — | — | OO | Delaware, United States of America | 2022-02-11 | ↗ |
| 25 | CVI Investments, Inc. | — | 0.00% | — | — | — | — | CO | — | 2022-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 1.01M +— (+0.0%) | 1.86M -906.5K (-32.7%) | 4.99% -0.001 pp | 0.00% +0.000 pp | USD5.86 -68.4% | 8 qtrs — |
| 2 | BLACKROCK, INC. | 560.3K +2.1K (+0.4%) | 1.04M -498.4K (-32.5%) | 2.78% +0.010 pp | 0.00% +0.000 pp | USD4.33 -57.3% | 6 qtrs — |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 224.1K +2.3K (+1.0%) | 414.6K -195.4K (-32.0%) | 1.11% +0.011 pp | 0.00% +0.000 pp | USD6.00 -69.2% | 8 qtrs — |
| 4 | UBS GROUP AG | 153.7K +73.9K (+92.5%) | 284.3K +64.8K (+29.5%) | 0.76% +0.366 pp | 0.00% +0.000 pp | USD2.70 -31.5% | 8 qtrs — |
| 5 | CANTOR FITZGERALD, L. P. | 125.0K +35.0K (+38.9%) | 231.3K -16.3K (-6.6%) | 0.62% +0.173 pp | 0.00% +0.001 pp | USD2.50 -26.0% | 2 qtrs — |
| 6 | STATE STREET CORP | 90.4K +— (+0.0%) | 167.2K -81.4K (-32.7%) | 0.45% 0.000 pp | 0.00% +0.000 pp | USD5.09 -63.7% | 8 qtrs — |
| 7 | JANE STREET GROUP, LLC | 73.5K +22.8K (+44.9%) | 136.0K -3.5K (-2.5%) | 0.36% +0.113 pp | 0.00% +0.000 pp | USD2.47 -25.1% | 4 qtrs — |
| 8 | NORTHERN TRUST CORP | 63.0K +16.0K (+33.9%) | 116.6K -12.8K (-9.9%) | 0.31% +0.079 pp | 0.00% +0.000 pp | USD4.57 -59.5% | 8 qtrs — |
| 9 | XTX TOPCO LTD | 51.3K +32.8K (+177.6%) | 94.9K +44.1K (+86.7%) | 0.25% +0.163 pp | 0.00% 0.000 pp | USD2.17 -14.7% | 2 qtrs — |
| 10 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 50.0K +— (+0.0%) | 92.5K -45.0K (-32.7%) | 0.25% +0.000 pp | 0.00% -0.001 pp | USD2.75 -32.7% | 2 qtrs — |
| 11 | GROUP ONE TRADING, L.P. | 37.2K +18.2K (+96.3%) | 68.8K +16.7K (+32.0%) | 0.18% +0.090 pp | 0.00% +0.000 pp | USD2.76 -33.0% | 5 qtrs — |
| 12 | R SQUARED LTD | 35.4K +21.0K (+146.6%) | 65.5K +26.0K (+65.9%) | 0.18% +0.104 pp | 0.03% +0.014 pp | USD2.36 -21.6% | 3 qtrs — |
| 13 | CITADEL ADVISORS LLC | 34.3K +34.3K (+100.0%) | 63.5K +63.5K (+100.0%) | 0.17% +0.170 pp | 0.00% +0.000 pp | USD1.85 +0.0% | 1 qtrs NEW |
| 14 | PANAGORA ASSET MANAGEMENT INC | 28.5K +14.1K (+98.2%) | 52.8K +13.2K (+33.4%) | 0.14% +0.070 pp | 0.00% +0.000 pp | USD2.30 -19.6% | 2 qtrs — |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27.3K -1.2K (-4.2%) | 50.5K -27.9K (-35.6%) | 0.14% -0.006 pp | 0.00% +0.000 pp | USD2.75 -32.7% | 8 qtrs — |
| 16 | PRICE T ROWE ASSOCIATES INC /MD/ | 22.1K +— (+0.0%) | 41.0K -20.0K (-32.8%) | 0.11% +0.000 pp | 0.00% +0.000 pp | USD2.75 -32.7% | 2 qtrs — |
| 17 | HRT FINANCIAL LP | 13.5K +13.5K (+100.0%) | 25.0K +25.0K (+100.0%) | 0.07% +0.067 pp | 0.00% +0.000 pp | USD1.85 +0.0% | 1 qtrs NEW |
| 18 | STONEX GROUP INC. | 11.1K +11.1K (+100.0%) | 20.5K +20.5K (+100.0%) | 0.05% +0.055 pp | 0.00% +0.001 pp | USD1.85 +0.0% | 1 qtrs NEW |
| 19 | TWO SIGMA SECURITIES, LLC | 10.9K +10.9K (+100.0%) | 20.2K +20.2K (+100.0%) | 0.05% +0.054 pp | 0.00% +0.003 pp | USD1.85 +0.0% | 1 qtrs NEW |
| 20 | ADVISOR GROUP HOLDINGS, INC. | 933.00 -1.5K (-61.1%) | 1.7K -4.6K (-72.9%) | 0.00% -0.007 pp | 0.00% +0.000 pp | USD5.44 -66.0% | 8 qtrs — |
| 21 | WELLS FARGO & COMPANY/MN | 753.00 +1.0 (+0.1%) | 1.4K -676.0 (-32.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD8.51 -78.3% | 8 qtrs — |
| 22 | CITIGROUP INC | 525.00 -11.0K (-95.5%) | 971.00 -30.8K (-96.9%) | 0.00% -0.055 pp | 0.00% +0.000 pp | USD2.75 -32.7% | 2 qtrs — |
| 23 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 500.00 +500.0 (+100.0%) | 925.00 +925.0 (+100.0%) | 0.00% +0.003 pp | 0.00% +0.000 pp | USD1.85 +0.0% | 1 qtrs NEW |
| 24 | SBI SECURITIES CO., LTD. | 466.00 -17.0 (-3.5%) | 862.00 -466.0 (-35.1%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD4.82 -61.6% | 5 qtrs — |
| 25 | GOLDEN STATE WEALTH MANAGEMENT, LLC | 200.00 +— (+0.0%) | 370.00 -180.0 (-32.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD5.20 -64.4% | 5 qtrs — |
| 26 | MORGAN STANLEY | 115.00 -9.8K (-98.8%) | 213.00 -27.2K (-99.2%) | 0.00% -0.049 pp | 0.00% +0.000 pp | USD4.86 -61.9% | 8 qtrs — |
| 27 | TOWER RESEARCH CAPITAL LLC (TRC) | 92.00 +92.0 (+100.0%) | 170.00 +170.0 (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD1.85 +0.0% | 8 qtrs — |
| 28 | SIMPLEX TRADING, LLC | 51.00 +51.0 (+100.0%) | 94.00 +94.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.84 +0.5% | 1 qtrs NEW |
| 29 | HARBOUR INVESTMENTS, INC. | 35.00 +— (+0.0%) | 65.00 -31.0 (-32.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD2.94 -37.1% | 4 qtrs — |
| 30 | MAI CAPITAL MANAGEMENT | 30.00 +— (+0.0%) | 56.00 -27.0 (-32.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD5.20 -64.4% | 5 qtrs — |
| 31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25.00 +25.0 (+100.0%) | 46.00 +46.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.84 +0.5% | 1 qtrs NEW |
| 32 | BANK OF AMERICA CORP /DE/ | 23.00 -30.5K (-99.9%) | 43.00 -83.9K (-99.9%) | 0.00% -0.151 pp | 0.00% +0.000 pp | USD2.74 -32.5% | 7 qtrs — |
| 33 | INSPIRE INVESTING, LLC | 3.00 +3.0 (+100.0%) | 6.00 +6.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.67 +10.8% | 1 qtrs NEW |
| 34 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 2.00 +— (+0.0%) | 4.00 -2.0 (-33.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD3.00 -38.3% | 6 qtrs — |
| 35 | CORECAP ADVISORS, LLC | 1.00 +— (+0.0%) | 2.00 -1.0 (-33.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD8.00 -76.9% | 8 qtrs — |
| 36 | PRINCIPAL SECURITIES, INC. | — -32.0 (-100.0%) | — -88.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 5 qtrs SOLD |
| 37 | FORTITUDE FAMILY OFFICE, LLC | — -175.0 (-100.0%) | — -481.0 (-100.0%) | 0.00% -0.001 pp | 0.00% 0.000 pp | USD— | 3 qtrs SOLD |
| 38 | MARSHALL WACE, LLP | — -24.8K (-100.0%) | — -68.2K (-100.0%) | 0.00% -0.123 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 39 | BARCLAYS PLC | — -245.0 (-100.0%) | — -838.0 (-100.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 40 | VIRTU FINANCIAL LLC | — -10.3K (-100.0%) | — -28.0K (-100.0%) | 0.00% -0.051 pp | 0.00% -0.002 pp | USD— | 2 qtrs SOLD |
| 41 | WEALTHSPIRE ADVISORS, LLC | — -2.0 (-100.0%) | — -6.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 42 | LPL FINANCIAL LLC | — -10.3K (-100.0%) | — -28.3K (-100.0%) | 0.00% -0.051 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 43 | FMR LLC | — -128.0 (-100.0%) | — -352.0 (-100.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD— | 4 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Micro-Cap ETF IWC | 0.01% | 144.6K | 0.60% |
| 2 | Vanguard Extended Market ETF VXF | 0.00% | 450.9K | 0.05% |
| 3 | Avantis U.S. Small Cap Equity ETF AVSC | 0.00% | 1.8K | 0.25% |
| 4 | Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO | 0.00% | 575.72 | 0.17% |
| 5 | Vanguard U.S. Total Market Shares Index ETF VTS.AX | 0.00% | 2.8K | 0.03% |
| 6 | Vanguard U.S. Total Market Index ETF VUN.TO | 0.00% | 7.8K | 0.17% |
| 7 | Vanguard Total Stock Market ETF VTI | 0.00% | 1.33M | 0.03% |
| 8 | Vanguard All-Equity ETF Portfolio VEQT.TO | 0.00% | 2.9K | 0.22% |
| 9 | Vanguard Growth ETF Portfolio VGRO.TO | 0.00% | 1.6K | 0.22% |
| 10 | Vanguard Balanced ETF Portfolio VBAL.TO | 0.00% | 641.90 | 0.22% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-03 | Han Elliot Jin | Director | A-Award | A | Common Stock | 84,651 | 0.00 | — | 109,670 | D | ↗ |
| 2026-04-03 | Du Quyen | Director | A-Award | A | Common Stock | 84,651 | 0.00 | — | 84,651 | D | ↗ |
| 2026-04-02 | Olive Christopher D. | Officer | F-InKind | D | Common Stock | 258 | 1.75 | 451.42 | 13,546 | D | ↗ |
| 2025-12-17 | Lu Edward Chi-Ting | Director | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-11-24 | Olive Christopher D. | Officer | F-InKind | D | Common Stock | 209 | 1.92 | 401.28 | 13,804 | D | ↗ |
| 2025-11-07 | Botkin John Brendhan | Officer | — | — | Common Stock | 0 | 0.00 | — | 12,853 | D | ↗ |
| 2025-08-11 | Olive Christopher D. | Officer | F-InKind | D | Common Stock | 202 | 2.55 | 515.10 | 14,517 | D | ↗ |
| 2025-08-04 | Olive Christopher D. | Officer | F-InKind | D | Common Stock | 504 | 2.71 | 1.4K | 14,013 | D | ↗ |
| 2025-02-28 | Du Quyen | Director | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-02-10 | Krol Jeremy | Officer | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2024-11-22 | Olive Christopher D. | Officer | F-InKind | D | Common Stock | 239 | 4.76 | 1.1K | 14,719 | D | ↗ |
| 2024-11-22 | MEWAWALLA RAHUL | Director | S-Sale | D | Common Stock | 29,595 | 5.15 | 152.4K | 0 | D | ↗ |
| 2024-08-02 | Olive Christopher D. | Officer | F-InKind | D | Common Stock | 521 | 3.98 | 2.1K | 14,958 | — | ↗ |
| 2024-07-12 | Snavely Michael | Director / Officer | S-Sale | D | Common Stock | 6,000 | 5.67 | 34.0K | 19,143 | — | ↗ |
| 2024-06-13 | Snavely Michael | Director / Officer | S-Sale | D | Common Stock | 6,000 | 5.83 | 35.0K | 21,329 | — | ↗ |
| 2024-06-13 | MEWAWALLA RAHUL | Director | A-Award | A | Common Stock | 25,019 | 5.81 | 145.4K | 29,595 | D | ↗ |
| 2024-06-13 | Han Elliot Jin | Director | A-Award | A | Common Stock | 25,019 | 5.81 | 145.4K | 25,019 | D | ↗ |
| 2024-06-13 | Chen Stephen | Director / Officer | A-Award | A | Common Stock | 25,019 | 5.81 | 145.4K | 27,114 | D | ↗ |
| 2024-06-10 | Snavely Michael | Director / Officer | P-Purchase | A | Common Stock | 1,186 | 5.50 | 6.5K | 27,329 | — | ↗ |
| 2024-06-05 | Reisner Troy Lee | Officer | F-InKind | D | Common Stock | 1,728 | 5.78 | 10.0K | 14,772 | — | ↗ |
| 2024-06-04 | Reisner Troy Lee | Officer | P-Purchase | A | Common Stock | 2,500 | 5.76 | 14.4K | 16,500 | — | ↗ |
| 2024-05-20 | Snavely Michael | Director / Officer | P-Purchase | A | Common Stock | 3,000 | 6.50 | 19.5K | 26,143 | — | ↗ |
| 2024-05-09 | Olive Christopher D. | Officer | F-InKind | D | Common Stock | 245 | 7.34 | 1.8K | 15,479 | — | ↗ |
| 2024-03-14 | Snavely Michael | Director / Officer | P-Purchase | A | Common Stock | 2,500 | 9.04 | 22.6K | 23,143 | — | ↗ |
| 2024-03-14 | Reisner Troy Lee | Officer | P-Purchase | A | Common Stock | 2,000 | 8.76 | 17.5K | 14,000 | — | ↗ |
| 2024-03-13 | Snavely Michael | Director / Officer | F-InKind | D | Common Stock | 2,810 | 9.89 | 27.8K | 20,643 | — | ↗ |
| 2024-01-21 | Han Elliot Jin | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-01-17 | Snavely Michael | Director / Officer | S-Sale | D | Common Stock | 273 | 0.16 | 43.76 | 1,177,136 | — | ↗ |
| 2024-01-16 | Snavely Michael | Director / Officer | F-InKind | D | Common Stock | 46,289 | 0.15 | 7.0K | 1,177,409 | — | ↗ |
| 2023-12-01 | Snavely Michael | Director / Officer | F-InKind | D | Common Stock | 83,903 | 0.12 | 9.8K | 1,223,698 | — | ↗ |
| 2023-12-01 | Olive Christopher D. | Officer | A-Award | A | Common Stock | 4,000 | 0.10 | 395.20 | 786,247 | — | ↗ |
| 2023-11-21 | Crowder Randall | Officer | F-InKind | D | Common Stock | 25,010 | 0.12 | 2.9K | 776,884 | — | ↗ |
| 2023-11-15 | Snavely Michael | Director / Officer | F-InKind | D | Common Stock | 192,399 | 0.15 | 28.7K | 1,307,601 | — | ↗ |
| 2023-11-10 | Snavely Michael | Director / Officer | A-Award | A | Common Stock | 900,000 | 0.00 | — | 1,500,000 | — | ↗ |
| 2023-11-09 | Olive Christopher D. | Officer | F-InKind | D | Common Stock | 12,379 | 0.17 | 2.1K | 782,247 | — | ↗ |
| 2023-11-09 | Crowder Randall | Officer | F-InKind | D | Common Stock | 16,728 | 0.17 | 2.8K | 801,894 | — | ↗ |
| 2023-09-12 | Snavely Michael | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-08-31 | Olive Christopher D. | Officer | A-Award | A | Common Stock | 313,000 | 0.00 | — | 790,626 | — | ↗ |
| 2023-08-31 | Manlunas Eric | Director | S-Sale | D | Common Stock | 25,188 | 0.30 | 7.5K | 50,000 | — | ↗ |
| 2023-08-21 | Crowder Randall | Officer | F-InKind | D | Common Stock | 19,956 | 0.33 | 6.6K | 814,622 | — | ↗ |
| 2023-08-09 | Olive Christopher D. | Officer | F-InKind | D | Common Stock | 10,864 | 0.37 | 4.0K | 477,626 | — | ↗ |
| 2023-08-09 | Crowder Randall | Officer | F-InKind | D | Common Stock | 14,699 | 0.37 | 5.5K | 834,578 | — | ↗ |
| 2023-06-30 | Reisner Troy Lee | Officer | A-Award | A | Restricted Stock Units | 600,000 | 0.00 | — | 600,000 | — | ↗ |
| 2023-06-02 | Reisner Troy Lee | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-06-01 | Olive Christopher D. | Officer | A-Award | A | Common Stock | 4,000 | 0.50 | 2.0K | 794,626 | — | ↗ |
| 2023-06-01 | Crowder Randall | Officer | A-Award | A | Common Stock | 4,000 | 0.50 | 2.0K | 818,622 | — | ↗ |
| 2023-05-19 | Crowder Randall | Officer | F-InKind | D | Common Stock | 19,718 | 0.63 | 12.4K | 849,277 | — | ↗ |
| 2023-05-19 | Aune Matt | Officer | F-InKind | D | Common Stock | 15,432 | 0.63 | 9.7K | 518,231 | — | ↗ |
| 2023-05-18 | Aune Matt | Officer | M-Exempt | A | Common Stock | 18,750 | 0.00 | — | 533,663 | — | ↗ |
| 2023-05-09 | Olive Christopher D. | Officer | F-InKind | D | Common Stock | 50,417 | 0.59 | 29.6K | 488,490 | — | ↗ |
| 2023-05-09 | Lull Matthew K. | Officer | F-InKind | D | Common Stock | 40,056 | 0.59 | 23.5K | 459,944 | — | ↗ |
| 2023-05-09 | Crowder Randall | Officer | F-InKind | D | Common Stock | 14,319 | 0.59 | 8.4K | 868,995 | — | ↗ |
| 2023-05-09 | Aune Matt | Officer | F-InKind | D | Common Stock | 11,279 | 0.59 | 6.6K | 514,913 | — | ↗ |
| 2023-03-10 | Crowder Randall | Officer | F-InKind | D | Common Stock | 32,704 | 0.78 | 25.4K | 883,314 | — | ↗ |
| 2023-03-10 | Aune Matt | Officer | F-InKind | D | Common Stock | 35,762 | 0.78 | 27.8K | 526,192 | — | ↗ |
| 2023-03-06 | Olive Christopher D. | Officer | A-Award | A | Common Stock | 34,907 | 0.00 | — | 538,907 | — | ↗ |
| 2023-03-06 | Crowder Randall | Officer | A-Award | A | Common Stock | 100,000 | 0.00 | — | 916,018 | — | ↗ |
| 2023-03-06 | Aune Matt | Officer | A-Award | A | Common Stock | 27,125 | 0.00 | — | 461,954 | — | ↗ |
| 2023-02-21 | Aune Matt | Officer | M-Exempt | A | Common Stock | 4,590 | 0.55 | 2.5K | 434,829 | — | ↗ |
| 2023-01-04 | Buyse Russell C | Officer | A-Award | A | Common Stock | 1,470,588 | 0.00 | — | 1,470,588 | — | ↗ |
| 2022-12-14 | Costello Ryan | Director | S-Sale | D | Common Stock | 20,000 | 0.92 | 18.4K | 188,776 | — | ↗ |
| 2022-12-09 | KNITOWSKI ALAN S | Officer | S-Sale | D | Common Stock | 22,549 | 0.95 | 21.5K | 1,040,886 | — | ↗ |
| 2022-12-08 | KNITOWSKI ALAN S | Director / Officer | S-Sale | D | Common Stock | 45,898 | 0.99 | 45.5K | 1,092,554 | D | ↗ |
| 2022-12-07 | KNITOWSKI ALAN S | Director / Officer | S-Sale | D | Common Stock | 29,119 | 1.00 | 29.2K | 1,063,435 | D | ↗ |
| 2022-12-01 | Olive Christopher D. | Officer | A-Award | A | Common Stock | 4,000 | 0.91 | 3.6K | 504,000 | — | ↗ |
| 2022-12-01 | KNITOWSKI ALAN S | Officer | A-Award | A | Common Stock | 4,000 | 0.91 | 3.6K | 1,253,622 | — | ↗ |
| 2022-12-01 | Crowder Randall | Officer | A-Award | A | Common Stock | 4,000 | 0.91 | 3.6K | 786,955 | — | ↗ |
| 2022-12-01 | Aune Matt | Officer | A-Award | A | Common Stock | 4,000 | 0.91 | 3.6K | 430,239 | — | ↗ |
| 2022-11-21 | Crowder Randall | Officer | F-InKind | D | Common Stock | 14,181 | 1.09 | 15.5K | 782,955 | — | ↗ |
| 2022-11-21 | Buyse Russell C | — | — | — | — | — | — | — | 0 | — | ↗ |
| 2022-11-21 | Aune Matt | Officer | F-InKind | D | Common Stock | 12,575 | 1.09 | 13.8K | 426,239 | — | ↗ |
| 2022-11-18 | Manlunas Eric | Director | S-Sale | D | Common Stock | 16,080 | 1.13 | 18.2K | 102,361 | — | ↗ |
| 2022-11-18 | KNITOWSKI ALAN S | Officer | M-Exempt | A | Common Stock | 37,500 | 0.00 | — | 1,270,649 | — | ↗ |
| 2022-11-18 | Dang Luan | Officer | M-Exempt | A | Common Stock | 14,583 | 0.00 | — | 1,605,320 | — | ↗ |
| 2022-11-18 | Aune Matt | Officer | M-Exempt | A | Common Stock | 18,750 | 0.00 | — | 438,814 | — | ↗ |
| 2022-11-14 | Mayor Kathy | Director | A-Award | A | Common Stock | 69,828 | 0.00 | — | 338,607 | — | ↗ |
| 2022-11-14 | Manlunas Eric | Director | A-Award | A | Common Stock | 69,828 | 0.00 | — | 118,441 | — | ↗ |
| 2022-11-14 | MEWAWALLA RAHUL | Director | A-Award | A | Common Stock | 76,600 | 0.00 | — | 228,776 | — | ↗ |
| 2022-11-14 | Costello Ryan | Director | A-Award | A | Common Stock | 76,600 | 0.00 | — | 208,776 | — | ↗ |
| 2022-11-14 | Chen Stephen | Director | A-Award | A | Common Stock | 104,742 | 0.00 | — | 104,742 | — | ↗ |
| 2022-11-11 | Chen Stephen | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-11-09 | KNITOWSKI ALAN S | Officer | F-InKind | D | Common Stock | 39,275 | 1.29 | 50.6K | 1,233,149 | — | ↗ |
| 2022-11-09 | Dang Luan | Officer | F-InKind | D | Common Stock | 22,317 | 1.29 | 28.7K | 1,590,737 | — | ↗ |
| 2022-11-09 | Crowder Randall | Officer | F-InKind | D | Common Stock | 16,112 | 1.29 | 20.7K | 797,136 | — | ↗ |
| 2022-11-09 | Aune Matt | Officer | F-InKind | D | Common Stock | 16,642 | 1.29 | 21.4K | 420,064 | — | ↗ |
| 2022-09-28 | Lull Matthew K. | Officer | A-Award | A | Common Stock | 500,000 | 0.00 | — | 500,000 | — | ↗ |
| 2022-09-16 | Olive Christopher D. | Officer | A-Award | A | Common Stock | 500,000 | 0.00 | — | 500,000 | — | ↗ |
| 2022-08-19 | Crowder Randall | Officer | F-InKind | D | Common Stock | 14,344 | 1.43 | 20.5K | 813,248 | — | ↗ |
| 2022-08-18 | KNITOWSKI ALAN S | Director / Officer | M-Exempt | A | Common Stock | 37,500 | 0.00 | — | 1,282,325 | — | ↗ |
| 2022-08-18 | Dang Luan | Officer | F-InKind | D | Common Stock | 5,473 | 1.43 | 7.8K | 1,613,054 | — | ↗ |
| 2022-08-18 | Aune Matt | Officer | M-Exempt | A | Common Stock | 18,750 | 0.00 | — | 449,425 | — | ↗ |
| 2022-08-11 | KNITOWSKI ALAN S | Officer | F-InKind | D | Common Stock | 15,008 | 1.78 | 26.7K | 1,244,825 | — | ↗ |
| 2022-08-11 | Dang Luan | Officer | F-InKind | D | Common Stock | 18,327 | 1.78 | 32.6K | 1,603,944 | — | ↗ |
| 2022-08-11 | Crowder Randall | Officer | F-InKind | D | Common Stock | 13,232 | 1.78 | 23.5K | 827,592 | — | ↗ |
| 2022-08-11 | Aune Matt | Officer | F-InKind | D | Common Stock | 13,667 | 1.78 | 24.3K | 430,675 | — | ↗ |
| 2022-06-01 | KNITOWSKI ALAN S | Officer | A-Award | A | Common Stock | 4,000 | 1.19 | 4.8K | 1,259,833 | — | ↗ |
| 2022-06-01 | Crowder Randall | Officer | A-Award | A | Common Stock | 4,000 | 1.19 | 4.8K | 840,824 | — | ↗ |
| 2022-06-01 | Aune Matt | Officer | A-Award | A | Common Stock | 4,000 | 1.19 | 4.8K | 444,342 | — | ↗ |
| 2022-05-19 | Crowder Randall | Officer | F-InKind | D | Common Stock | 12,845 | 1.40 | 18.0K | 836,824 | — | ↗ |
| 2022-05-18 | KNITOWSKI ALAN S | Director / Officer | M-Exempt | A | Common Stock | 37,500 | 0.00 | — | 1,265,375 | — | ↗ |
| 2022-05-18 | Dang Luan | Officer | M-Exempt | A | Common Stock | 14,583 | 0.00 | — | 1,627,546 | — | ↗ |
| 2022-05-18 | Aune Matt | Officer | M-Exempt | A | Common Stock | 18,750 | 0.00 | — | 452,599 | — | ↗ |
| 2022-05-10 | KNITOWSKI ALAN S | Officer | F-InKind | D | Common Stock | 48,116 | 1.60 | 76.9K | 1,227,875 | — | ↗ |
| 2022-05-10 | Dang Luan | Officer | F-InKind | D | Common Stock | 59,131 | 1.60 | 94.5K | 1,612,963 | — | ↗ |
| 2022-05-10 | Crowder Randall | Officer | F-InKind | D | Common Stock | 24,393 | 1.60 | 39.0K | 849,669 | — | ↗ |
| 2022-05-10 | Aune Matt | Officer | F-InKind | D | Common Stock | 43,812 | 1.60 | 70.0K | 433,849 | — | ↗ |
| 2022-04-18 | Lull Matthew K. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-04-01 | Olive Christopher D. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-12-08 | Manlunas Eric | Director | S-Sale | D | Common Stock | 27,173 | 3.13 | 85.2K | 75,188 | — | ↗ |
| 2021-12-02 | Mayor Kathy | Director | A-Award | A | Common Stock | 21,440 | 0.00 | — | 268,779 | — | ↗ |
| 2021-12-02 | Manlunas Eric | Director | A-Award | A | Common Stock | 21,440 | 0.00 | — | 48,613 | — | ↗ |
| 2021-12-02 | COWAN KEITH O | Director | A-Award | A | Common Stock | 21,440 | 0.00 | — | 276,284 | — | ↗ |
| 2021-12-01 | KNITOWSKI ALAN S | Director / Officer | A-Award | A | Common Stock | 3,151 | 1.19 | 3.7K | 1,275,991 | — | ↗ |
| 2021-12-01 | Crowder Randall | Director / Officer | A-Award | A | Common Stock | 3,781 | 1.19 | 4.5K | 874,062 | — | ↗ |
| 2021-12-01 | Aune Matt | Officer | A-Award | A | Common Stock | 4,000 | 1.19 | 4.8K | 477,661 | — | ↗ |
| 2021-11-23 | Dang Luan | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 3,750 | 0.61 | 2.3K | 86,408 | — | ↗ |
| 2021-11-19 | KNITOWSKI ALAN S | Director / Officer | M-Exempt | D | Restricted Stock Units | 37,500 | 0.00 | — | 150,000 | — | ↗ |
| 2021-11-19 | Dang Luan | Officer | M-Exempt | D | Restricted Stock Units | 14,583 | 0.00 | — | 58,332 | — | ↗ |
| 2021-11-19 | Crowder Randall | Director / Officer | F-InKind | D | Common Stock | 7,777 | 3.81 | 29.6K | 870,281 | — | ↗ |
| 2021-11-19 | Aune Matt | Officer | F-InKind | D | Common Stock | 6,628 | 3.81 | 25.2K | 473,661 | — | ↗ |
| 2021-11-15 | Manlunas Eric | Director | S-Sale | D | Common Stock | 55,983 | 4.10 | 229.5K | 27,173 | — | ↗ |
| 2021-10-06 | MEWAWALLA RAHUL | Director | A-Award | A | Common Stock | 152,176 | 0.00 | — | 152,176 | — | ↗ |
| 2021-10-06 | Costello Ryan | Director | A-Award | A | Common Stock | 152,176 | 0.00 | — | 152,176 | — | ↗ |
| 2021-10-01 | MEWAWALLA RAHUL | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-10-01 | Costello Ryan | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-09-15 | Syllantavos George | Director | S-Sale | D | Common Stock | 20,000 | 1.00 | 20.0K | 132,757 | — | ↗ |
| 2021-09-03 | Syllantavos George | Director | S-Sale | D | Common Stock | 20,000 | 1.15 | 23.0K | 152,757 | — | ↗ |
| 2021-08-19 | KNITOWSKI ALAN S | Director / Officer | F-InKind | D | Common Stock | 9,788 | 0.85 | 8.3K | 1,244,672 | — | ↗ |
| 2021-08-19 | Dang Luan | Officer | F-InKind | D | Common Stock | 5,415 | 0.85 | 4.6K | 1,662,667 | — | ↗ |
| 2021-08-19 | Crowder Randall | Director / Officer | F-InKind | D | Common Stock | 8,160 | 0.85 | 6.9K | 878,058 | — | ↗ |
| 2021-08-19 | Aune Matt | Officer | F-InKind | D | Common Stock | 6,956 | 0.85 | 5.9K | 461,539 | — | ↗ |
| 2021-08-18 | KNITOWSKI ALAN S | Director / Officer | M-Exempt | A | Common Stock | 37,500 | 0.00 | — | 1,254,460 | — | ↗ |
| 2021-08-18 | Dang Luan | Officer | M-Exempt | A | Common Stock | 14,583 | 0.00 | — | 1,668,082 | — | ↗ |
| 2021-08-18 | Aune Matt | Officer | M-Exempt | D | Restricted Stock Units | 18,750 | 0.00 | — | 93,750 | — | ↗ |
| 2021-06-03 | Syllantavos George | Director | S-Sale | D | Common Stock | 27,032 | 1.45 | 39.2K | 172,757 | — | ↗ |
| 2021-05-19 | Manlunas Eric | Director | S-Sale | D | Common Stock | 46,204 | 1.28 | 59.1K | 83,156 | — | ↗ |
| 2021-05-18 | Manlunas Eric | Director | S-Sale | D | Common Stock | 3,700 | 1.38 | 5.1K | 159,360 | — | ↗ |
| 2021-05-18 | KNITOWSKI ALAN S | Director / Officer | M-Exempt | A | Common Stock | 37,500 | 0.00 | — | 1,227,134 | — | ↗ |
| 2021-05-18 | Dang Luan | Officer | M-Exempt | A | Common Stock | 14,584 | 0.00 | — | 1,659,125 | — | ↗ |
| 2021-05-18 | Crowder Randall | Director / Officer | F-InKind | D | Common Stock | 25,414 | 1.27 | 32.2K | 886,218 | — | ↗ |
| 2021-05-18 | Aune Matt | Officer | M-Exempt | A | Common Stock | 18,750 | 0.00 | — | 456,973 | — | ↗ |
| 2021-05-17 | Manlunas Eric | Director | S-Sale | D | Common Stock | 30,000 | 1.32 | 39.6K | 213,060 | — | ↗ |
| 2021-02-04 | KNITOWSKI ALAN S | Director / Officer | A-Award | A | Common Stock | 747,023 | 0.00 | — | 1,189,634 | — | ↗ |
| 2021-02-04 | Dang Luan | Officer | A-Award | A | Common Stock | 642,421 | 0.00 | — | 1,644,541 | — | ↗ |
| 2021-02-04 | Crowder Randall | Director / Officer | A-Award | A | Common Stock | 378,635 | 0.00 | — | 911,632 | — | ↗ |
| 2021-02-04 | Aune Matt | Officer | A-Award | A | Common Stock | 264,662 | 0.00 | — | 438,223 | — | ↗ |
| 2021-01-05 | Syllantavos George | Director | A-Award | A | Common Stock | 108,695 | 0.00 | — | 186,781 | — | ↗ |
| 2021-01-05 | Mayor Kathy | Director | A-Award | A | Common Stock | 108,695 | 0.00 | — | 232,287 | — | ↗ |
| 2021-01-05 | Manlunas Eric | Director | A-Award | A | Common Stock | 108,695 | 0.00 | — | 227,265 | — | ↗ |
| 2021-01-05 | MASTERS BLYTHE | Director | A-Award | A | Common Stock | 21,184 | 0.00 | — | 278,678 | — | ↗ |
| 2021-01-05 | MARCUS LORI TAUBER | Director | A-Award | A | Common Stock | 15,981 | 0.00 | — | 252,509 | — | ↗ |
| 2021-01-05 | COWAN KEITH O | Director | A-Award | A | Common Stock | 108,695 | 0.00 | — | 238,120 | — | ↗ |
| 2020-11-18 | KNITOWSKI ALAN S | Director / Officer | M-Exempt | D | Restricted Stock Units | 62,333 | 0.00 | — | 262,500 | — | ↗ |
| 2020-11-18 | Dang Luan | Officer | M-Exempt | A | Common Stock | 39,417 | 0.00 | — | 1,002,120 | — | ↗ |
| 2020-11-18 | Crowder Randall | Director / Officer | M-Exempt | A | Common Stock | 24,833 | 0.00 | — | 532,997 | — | ↗ |
| 2020-11-18 | Aune Matt | Officer | M-Exempt | A | Common Stock | 43,583 | 0.00 | — | 173,561 | — | ↗ |
| 2020-08-18 | Syllantavos George | Director | A-Award | A | Common Stock | 5,247 | 0.00 | — | 78,086 | — | ↗ |
| 2020-08-18 | Mayor Kathy | Director | A-Award | A | Common Stock | 6,071 | 0.00 | — | 123,592 | — | ↗ |
| 2020-08-18 | Manlunas Eric | Director | A-Award | A | Common Stock | 6,371 | 0.00 | — | 118,570 | — | ↗ |
| 2020-08-18 | MASTERS BLYTHE | Director | A-Award | A | Common Stock | 8,545 | 0.00 | — | 148,799 | — | ↗ |
| 2020-08-18 | MARCUS LORI TAUBER | Director | A-Award | A | Common Stock | 6,446 | 0.00 | — | 127,833 | — | ↗ |
| 2020-08-18 | KNITOWSKI ALAN S | Director / Officer | M-Exempt | D | Restricted Stock Units | 62,333 | 0.00 | — | 324,833 | — | ↗ |
| 2020-08-18 | Dang Luan | Officer | F-InKind | D | Common Stock | 13,952 | 1.29 | 18.0K | 962,703 | — | ↗ |
| 2020-08-18 | Crowder Randall | Director / Officer | M-Exempt | D | Restricted Stock Units | 24,833 | 0.00 | — | 24,833 | — | ↗ |
| 2020-08-18 | COWAN KEITH O | Director | A-Award | A | Common Stock | 6,746 | 0.00 | — | 129,425 | — | ↗ |
| 2020-08-18 | Aune Matt | Officer | F-InKind | D | Common Stock | 15,508 | 1.29 | 20.0K | 129,978 | — | ↗ |
| 2020-05-21 | Manlunas Eric | Director | S-Sale | D | Common Stock | 21,694 | 1.51 | 32.8K | 112,199 | — | ↗ |
| 2020-05-20 | Syllantavos George | Director | S-Sale | D | Common Stock | 8,625 | 2.25 | 19.4K | 72,839 | — | ↗ |
| 2020-05-18 | Syllantavos George | Director | A-Award | A | Common Stock | 10,612 | 0.00 | — | 81,464 | — | ↗ |
| 2020-05-18 | Mayor Kathy | Director | A-Award | A | Common Stock | 12,279 | 0.00 | — | 117,521 | — | ↗ |
| 2020-05-18 | Manlunas Eric | Director | A-Award | A | Common Stock | 21,694 | 0.00 | — | 133,893 | — | ↗ |
| 2020-05-18 | MASTERS BLYTHE | Director | A-Award | A | Common Stock | 14,731 | 0.00 | — | 140,254 | — | ↗ |
| 2020-05-18 | MARCUS LORI TAUBER | Director | A-Award | A | Common Stock | 13,037 | 0.00 | — | 121,387 | — | ↗ |
| 2020-05-18 | KNITOWSKI ALAN S | Director / Officer | M-Exempt | D | Restricted Stock Units | 137,334 | 0.00 | — | 387,166 | — | ↗ |
| 2020-05-18 | Dang Luan | Officer | M-Exempt | A | Common Stock | 68,584 | 0.00 | — | 937,238 | — | ↗ |
| 2020-05-18 | Crowder Randall | Director / Officer | M-Exempt | D | Restricted Stock Units | 24,834 | 0.00 | — | 49,666 | — | ↗ |
| 2020-05-18 | COWAN KEITH O | Director | A-Award | A | Common Stock | 13,643 | 0.00 | — | 122,679 | — | ↗ |
| 2020-05-18 | Aune Matt | Officer | M-Exempt | A | Common Stock | 81,084 | 0.00 | — | 101,903 | — | ↗ |
| 2020-05-01 | Crowder Randall | Director / Officer | A-Award | A | Common Stock | 375,000 | 0.00 | — | 464,698 | — | ↗ |
| 2020-02-25 | Syllantavos George | Director | A-Award | A | Common Stock | 14,753 | 0.00 | — | 70,852 | — | ↗ |
| 2020-02-25 | Mayor Kathy | Director | A-Award | A | Common Stock | 34,143 | 0.00 | — | 105,242 | — | ↗ |
| 2020-02-25 | MASTERS BLYTHE | Director | A-Award | A | Common Stock | 125,523 | 0.00 | — | 125,523 | — | ↗ |
| 2020-02-25 | MARCUS LORI TAUBER | Director | A-Award | A | Common Stock | 36,251 | 0.00 | — | 108,350 | — | ↗ |
| 2020-02-25 | COWAN KEITH O | Director | A-Award | A | Common Stock | 37,937 | 0.00 | — | 109,036 | — | ↗ |
| 2019-12-26 | Mayor Kathy | Director | M-Exempt | A | Common Stock | 7,500 | 0.00 | — | 71,099 | — | ↗ |
| 2019-12-26 | MASTERS BLYTHE | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-12-26 | MARCUS LORI TAUBER | Director | M-Exempt | A | Common Stock | 7,500 | 0.00 | — | 72,099 | — | ↗ |
| 2019-12-26 | COWAN KEITH O | Director | M-Exempt | A | Common Stock | 7,500 | 0.00 | — | 71,099 | — | ↗ |
| 2019-12-05 | Syllantavos George | Director | A-Award | A | Common Stock | 56,099 | 0.00 | — | 56,099 | — | ↗ |
| 2019-12-05 | Mayor Kathy | Director | A-Award | A | Common Stock | 56,099 | 0.00 | — | 63,599 | — | ↗ |
| 2019-12-05 | Manlunas Eric | Director | — | I | Common Stock | 0 | 0.00 | — | 184,296 | — | ↗ |
| 2019-12-05 | MARCUS LORI TAUBER | Director | A-Award | A | Common Stock | 56,099 | 0.00 | — | 64,599 | — | ↗ |
| 2019-12-05 | COWAN KEITH O | Director | A-Award | A | Common Stock | 56,099 | 0.00 | — | 63,599 | — | ↗ |
| 2019-11-27 | Tsirigakis Prokopios Akis | Director | S-Sale | D | Common Stock | 1,346,071 | 2,000,000.00 | 2.69T | 1,508,843 | — | ↗ |
| 2019-11-27 | Syllantavos George | Director | S-Sale | D | Common Stock | 1,783,663 | 2,820,000.00 | 5.03T | 1,407,436 | — | ↗ |
| 2019-11-14 | KNITOWSKI ALAN S | Director / Officer | M-Exempt | D | Employee Stock Option (right to buy) | 59,874 | 0.61 | 36.5K | 233,886 | — | ↗ |
| 2019-11-13 | Dang Luan | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 81,967 | 0.61 | 50.0K | 90,158 | — | ↗ |
| 2019-08-22 | Crowder Randall | Director / Officer | P-Purchase | A | Common Stock | 19,860 | 1.26 | 25.0K | 89,698 | — | ↗ |
| 2019-08-21 | Crowder Randall | Director / Officer | P-Purchase | A | Common Stock | 19,203 | 1.30 | 25.0K | 69,838 | — | ↗ |
| 2019-08-20 | MARCUS LORI TAUBER | Director | P-Purchase | A | Common Stock | 1,000 | 1.23 | 1.2K | 1,000 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | Michael Snavely, Former Chief Executive Officer | 283.8K | — | — | — | — | 273.8K | 557.6K | 0.00% | ↗ |
| 2 | 2024 | Jeremy Kidd, Senior Vice President, Head of Sales | 295.8K | — | — | — | — | 109.9K | 405.7K | 0.00% | ↗ |
| 3 | 2024 | Chris Olive, Chief Legal Officer | 300.0K | — | — | — | — | 15.2K | 315.2K | 0.00% | ↗ |
| 4 | 2024 | Stephen Chen, Interim Chief Executive Officer | 54.2K | — | — | — | — | 682.00 | 54.8K | 0.00% | ↗ |
| 5 | 2022 | Chris Olive, Chief Legal Officer | 225.0K | 34.9K | 925.0K | — | — | 19.3K | 1.20M | 76.82% | ↗ |
| 6 | 2022 | Matt Lull, Chief Cryptocurrency Officer | 212.5K | — | 615.0K | — | — | 10.1K | 837.6K | 73.43% | ↗ |
| 7 | 2022 | Alan Knitowski, Chief Executive Officer | 550.0K | — | — | — | — | 25.7K | 575.7K | 0.00% | ↗ |
| 8 | 2022 | Russell Buyse, Chief Executive Officer | 3.7K | 40.0K | — | — | — | — | 43.7K | 0.00% | ↗ |
| 9 | 2021 | Alan S. Knitowski, Chief Executive Officer | 375.0K | 450.0K | 1.61M | — | — | 20.4K | 2.46M | 65.62% | ↗ |
| 10 | 2021 | Randall Crowder, Chief Operating Officer | 300.0K | 300.0K | 817.9K | — | — | 6.8K | 1.42M | 57.41% | ↗ |
| 11 | 2021 | Matt Aune, Chief Financial Officer | 275.0K | 275.0K | 571.7K | — | — | 23.9K | 1.15M | 49.90% | ↗ |
| 12 | 2020 | Randall Crowder, Chief Operating Officer | 300.0K | 150.0K | 252.6K | — | — | 6.0K | 708.7K | 35.65% | ↗ |
| 13 | 2020 | Alan S. Knitowski, Chief Executive Officer | 375.0K | 225.0K | — | — | — | 17.5K | 617.5K | 0.00% | ↗ |
| 14 | 2020 | Matt Aune, Chief Financial Officer | 275.0K | 137.5K | — | — | — | 21.7K | 434.2K | 0.00% | ↗ |
| 15 | 2019 | Alan S. Knitowski, Chief Executive Officer | 375.0K | 225.0K | 1.29M | — | — | 17.5K | 1.91M | 67.69% | ↗ |
| 16 | 2019 | Matt Aune, Chief Financial Officer | 275.0K | 137.5K | 920.3K | — | — | 21.7K | 1.35M | 67.95% | ↗ |
| 17 | 2019 | Randall Crowder, Chief Operating Officer | 300.0K | 150.0K | 546.8K | — | — | 6.0K | 1.00M | 54.53% | ↗ |
| 18 | 2018 | Alan Knitowski Chief Executive Officer | 310.0K | 186.0K | 90.5K | — | — | 14.0K | 600.6K | 15.08% | ↗ |
| 19 | 2018 | Randall Crowder Chief Operating Officer | 218.2K | 107.6K | 77.9K | — | — | 5.5K | 409.1K | 19.03% | ↗ |
| 20 | 2018 | Luan Dang Chief Technology Officer | 200.0K | 100.0K | 53.5K | — | — | 31.7K | 385.2K | 13.90% | ↗ |
| 21 | 2018 | Scott Kenyon Chief Operating Officer | 22.7K | — | 63.3K | — | — | 2.9K | 89.0K | 71.17% | ↗ |
| 22 | 2017 | Alan Knitowski Chief Executive Officer | 310.0K | 123.6K | — | — | — | 19.1K | 452.7K | 0.00% | ↗ |
| 23 | 2017 | Scott Kenyon Chief Operating Officer | 250.0K | 83.1K | — | — | — | 14.7K | 347.8K | 0.00% | ↗ |
| 24 | 2017 | Luan Dang Chief Technology Officer | 200.0K | 66.5K | — | — | — | 25.4K | 291.8K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Christopher D. Olive | Executive Vice President, General Counsel & Chief Legal Officer | 320.3K | male |
| Jeremy Krol | Interim Chief Executive Officer & Director | 307.4K | male |
| Brendhan Botkin | Vice President of Accounting & Financial Reporting | 303.2K | male |
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Community Opinion for PHUN
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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