Power Solutions International, Inc. (PSIX)
Wood Dale, IL, US
Power Solutions International, Inc. (PSIX) is a global entity operating across the United States, North America, the Pacific Rim, and Europe, specializing in the engineering, manufacturing, marketing, and sale of sophisticated engines and power systems. The company offers alternative-fuel power solutions designed for original equipment manufacturers (OEMs) in both off-highway industrial sectors and on-road vehicle markets. Additionally, PSIX develops large-scale, custom-engineered electrical power generation systems. Its product range extends to basic engine blocks, equipped with integrated fuel system components, as well as comprehensive, pre-packaged power systems. These complete units include a wide array of integrated parts such as front accessory drives, cooling mechanisms, electronic controls, air intake and fuel delivery systems, protective housings, power takeoff (PTO) systems, exhaust systems, hydraulic components, enclosures, mounting brackets, hoses, tubes, packaging, and telematics. PSIX produces both compression and spark-ignited internal combustion engines capable of running on diverse fuels like natural gas, propane, gasoline, diesel, and various biofuels. These engines are deployed across the energy, industrial, and transportation markets. The applications for the company's power solutions are extensive. In the power generation sphere, they support standby and prime power, demand response, microgrid systems, renewable energy resilience, and combined heat and power facilities. Industrial uses encompass arbor equipment (e.g., wood chippers, stump grinders), material handling (forklifts), facility maintenance (sweepers/industrial scrubbers, ice resurfacing equipment), aerial lift platforms, irrigation pumps, and a range of oil and gas operations including compression, lifts, and pump jacks, alongside off-road utility vehicles and ground support equipment. Within the transportation sector, PSIX caters to light and medium-duty vocational trucks and vans, school and transit buses, and terminal and utility tractors. Power Solutions International, Inc. also holds a strategic collaboration agreement with Weichai Power Co., Ltd. The company was founded in 1985 and its headquarters are located in Wood Dale, Illinois.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -39.15% | -47.52% | -51.34% | -61.53% | -34.78% | -33.50% | +8.39% | +1,166.67% | +578.57% | +187.01% | +105.52% |
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 | 0 |
| Buy | 3 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
107.00
+228.3%
|
| Last Year | 3 |
106.34
+226.3%
|
| All Time | 5 |
75.60
+132.0%
|
-
Revenue growth Industrial - Machinery: +7.4%+51.8% ★ Q1'26: -100.0% (vs Q1'25)
-
EPS growth Industrial - Machinery: +15.6%+64.1% ★ Q1'26: -61.4% (vs Q1'25)
-
FCF margin FCF growth · Industrial - Machinery: +38.2%+3.8%
-
EBIT margin Industrial - Machinery: +10.0%+15.2% ★
-
ROIC Industrial - Machinery: +6.8%+38.4% ★ Q1'26: +0.0% (vs Q1'25)
-
Share dilution Industrial - Machinery: +0.0%+0.2% Q1'26: +0.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Industrial - Machinery: -0.65×1.33× Q1'26: 3.54× (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 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 2 EPS Ana. |
Dec 2027 3 Rev. Ana. 2 EPS Ana. |
Dec 2028 2 Rev. Ana. 2 EPS Ana. |
Dec 2029 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
202.34M
est: 175.05M (+15.6%)
|
237.84M
est: 209.57M (+13.5%)
|
348.00M
est: 325.37M (+7.0%)
|
389.45M
est: 396.08M (-1.7%)
|
339.47M
est: 342.23M (-0.8%)
|
416.62M
est: 372.30M (+11.9%)
|
496.04M
est: 407.70M (+21.7%)
|
546.08M
est: 1.07B (-49.0%)
|
417.64M
est: 416.70M (+0.2%)
|
456.26M
est: 460.90M (-1.0%)
|
481.33M
est: 470.50M (+2.3%)
|
458.97M
est: 473.50M (-3.1%)
|
475.97M
est: 472.40M (+0.8%)
|
722.41M
est: 701.60M (+3.0%)
|
801.05M
732.77M – 849.66M
+14.2% YoY
|
968.50M
845.21M – 1.09B
+20.9% YoY
|
1.24B
1.22B – 1.26B
+28.1% YoY
|
1.43B
1.28B – 1.57B
+15.6% YoY
|
| EBITDA |
12.97M
est: 10.88M (+19.3%)
|
-11.78M
est: -10.39M (-13.3%)
|
40.58M
est: 38.22M (+6.2%)
|
1.04M
est: 37.01M (-97.2%)
|
-14.35M
est: 17.16M (-183.6%)
|
-26.86M
est: 18.66M (-243.9%)
|
-36.73M
est: 20.44M (-279.7%)
|
25.33M
est: 53.64M (-52.8%)
|
-12.78M
est: 20.89M (-161.2%)
|
-34.17M
est: 23.10M (-247.9%)
|
31.29M
est: 25.83M (+21.1%)
|
49.88M
est: 30.66M (+62.7%)
|
86.84M
est: 41.67M (+108.4%)
|
115.45M
est: 61.89M (+86.5%)
|
70.66M
64.64M – 74.95M
+14.2% YoY
|
85.44M
74.56M – 96.30M
+20.9% YoY
|
109.42M
107.37M – 111.48M
+28.1% YoY
|
126.52M
112.87M – 138.71M
+15.6% YoY
|
| EBIT |
11.87M
est: 10.20M (+16.4%)
|
-13.34M
est: 12.94M (-203.1%)
|
35.87M
est: 24.30M (+47.6%)
|
-4.64M
est: 9.59M (-148.4%)
|
-24.64M
est: 12.17M (-302.6%)
|
-36.33M
est: 13.24M (-374.5%)
|
-46.93M
est: 14.49M (-423.8%)
|
16.53M
est: 38.04M (-56.6%)
|
-20.98M
est: 14.81M (-241.6%)
|
-41.57M
est: 16.39M (-353.7%)
|
24.60M
est: 4.34M (+467.2%)
|
44.28M
est: 6.27M (+605.9%)
|
81.64M
est: 35.94M (+127.2%)
|
110.07M
est: 53.37M (+106.2%)
|
60.94M
55.74M – 64.63M
+14.2% YoY
|
73.68M
64.30M – 83.04M
+20.9% YoY
|
94.36M
92.59M – 96.13M
+28.1% YoY
|
109.10M
97.34M – 119.62M
+15.6% YoY
|
| Net Income |
6.70M
est: 5.66M (+18.4%)
|
-18.76M
est: -16.43M (-14.2%)
|
23.73M
est: 22.49M (+5.5%)
|
14.28M
est: 20.68M (-30.9%)
|
-47.47M
est: -20.37M (-133.0%)
|
-47.61M
est: 9.67M (-592.5%)
|
-54.73M
est: 5.29M (-1,133.7%)
|
8.25M
est: 164.81M (-95.0%)
|
-22.98M
est: -11.28M (-103.8%)
|
-48.47M
est: -24.17M (-100.6%)
|
11.27M
est: -1.65M (+782.7%)
|
26.31M
est: -238.3K (+11,139.6%)
|
69.28M
est: 59.30M (+16.8%)
|
113.99M
est: 113.99M (+0.0%)
|
71.02M
61.52M – 80.52M
-37.7% YoY
|
104.29M
90.34M – 118.24M
+46.8% YoY
|
136.44M
136.03M – 136.86M
+30.8% YoY
|
311.16M
267.54M – 350.16M
+128.1% YoY
|
| SGA |
14.22M
est: 11.83M (+20.3%)
|
19.12M
est: 16.49M (+15.9%)
|
24.10M
est: 22.45M (+7.4%)
|
27.38M
est: 35.98M (-23.9%)
|
28.52M
est: 34.67M (-17.7%)
|
44.26M
est: 37.71M (+17.4%)
|
59.63M
est: 41.30M (+44.4%)
|
54.12M
est: 108.39M (-50.1%)
|
51.74M
est: 42.21M (+22.6%)
|
57.87M
est: 46.69M (+24.0%)
|
42.94M
est: 84.56M (-49.2%)
|
40.39M
est: 94.63M (-57.3%)
|
37.38M
est: 43.44M (-14.0%)
|
55.80M
est: 64.52M (-13.5%)
|
73.67M
67.39M – 78.14M
+14.2% YoY
|
89.07M
77.73M – 100.39M
+20.9% YoY
|
114.07M
111.93M – 116.22M
+28.1% YoY
|
131.89M
117.67M – 144.61M
+15.6% YoY
|
| EPS |
0.74
est: 0.60 (+24.4%)
|
-1.92
est: 0.70 (-374.3%)
|
2.01
est: 1.24 (+62.1%)
|
-0.27
est: 0.41 (-166.1%)
|
-4.47
est: -0.89 (-405.1%)
|
-3.45
est: 0.42 (-921.4%)
|
-2.94
est: 0.23 (-1,378.3%)
|
0.38
est: 7.16 (-94.7%)
|
-1.00
est: -0.49 (-104.1%)
|
-2.12
est: -1.05 (-101.9%)
|
0.49
est: 0.21 (+133.3%)
|
1.15
est: 1.07 (+7.5%)
|
3.01
est: 2.59 (+16.2%)
|
4.95
est: 4.92 (+0.6%)
|
3.10
2.67 – 3.49
-36.9% YoY
|
4.56
3.92 – 5.13
+46.8% YoY
|
5.92
5.90 – 5.93
+29.9% YoY
|
13.49
11.60 – 15.18
+128.1% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-08 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-07 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-06 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-05 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-04 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-01 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-30 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-29 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-28 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-27 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-24 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-23 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-22 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-21 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-20 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-17 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-16 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
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 | Michelle Neely | 3.00M | 79.50% | 1.00M | — | 1.00M | — | IN | OR PLACE OF ORGANIZATION | 2008-11-04 | ↗ |
| 2 | Ryan Neely | 3.00M | 79.50% | 2.00M | — | 2.00M | — | IN | OR PLACE OF ORGANIZATION | 2008-11-04 | ↗ |
| 3 | GAGNON | 2.28M | 9.96% | 227.0K | 2.01M | 227.0K | — | IN | USA | 2022-01-12 | ↗ |
| 4 | Neil Gagnon | 1.86M | 8.10% | 183.0K | 1.63M | 183.0K | — | IN | USA | 2020-02-13 | ↗ |
| 5 | SECURITIES LLC | 1.30M | 5.70% | — | 1.26M | — | — | BD, IA | LIMITED LIABILITY COMPANY | 2022-01-12 | ↗ |
| 6 | Wellington Management Company LLP | 863.0K | 7.93% | — | 690.7K | — | — | IA | Massachusetts | 2017-02-09 | ↗ |
| 7 | BTG Investments LLC | 841.7K | 7.20% | — | — | — | 841.7K | OO | Delaware | 2011-05-12 | ↗ |
| 8 | 52-2343049 | 630.5K | 3.33% | 630.5K | — | 630.5K | — | IA | New York | 2019-02-04 | ↗ |
| 9 | ADVISORS, LLC | 626.6K | 2.70% | — | 626.6K | — | — | IA | DELAWARE LIMITED LIABILITY COMPANY | 2022-01-12 | ↗ |
| 10 | Elk Creek Partners, LLC | 516.2K | 4.74% | 300.3K | — | 516.2K | — | IA | Delaware | 2017-02-13 | ↗ |
| 11 | Park West Asset Management LLC | 375.0K | 4.10% | 375.0K | — | 375.0K | — | IA | Delaware | 2012-02-14 | ↗ |
| 12 | Peter S. Park | 375.0K | 4.10% | 375.0K | — | 375.0K | — | IN | United States of America | 2012-02-14 | ↗ |
| 13 | Gagnon Securities LLC | 353.9K | 3.29% | — | 328.9K | — | — | BD, IA | Delaware | 2015-09-23 | ↗ |
| 14 | Park West Investors Masters Fund, Limited | 303.1K | 3.30% | 303.1K | — | 303.1K | — | CO | Cayman Islands | 2012-02-14 | ↗ |
| 15 | 10 | 1.8K | 0.00% | — | — | 1.8K | — | IA | Massachusetts | 2017-02-13 | ↗ |
| 16 | 27-5463196 | 10.00 | 12.00% | — | — | — | — | IA | Delaware | 2018-02-13 | ↗ |
| 17 | Wellington Group Holdings LLP | — | 0.00% | — | — | — | — | HC | Delaware | 2017-03-10 | ↗ |
| 18 | Wellington Investment Advisors Holdings LLP | — | 0.00% | — | — | — | — | HC | Delaware | 2017-03-10 | ↗ |
| 19 | Wellington Management Group LLP | — | 0.00% | — | — | — | — | HC | Delaware | 2017-03-10 | ↗ |
| 20 | Wellington Trust Company, NA | — | 0.00% | — | — | — | — | BK | United States | 2018-02-08 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 673.6K +122.0K (+22.1%) | 38.49M -15.7M (-29.0%) | 2.92% +0.527 pp | 0.00% 0.000 pp | USD59.88 -4.6% | 5 qtrs — |
| 2 | VANGUARD GROUP INC | 540.0K +37.6K (+7.5%) | 30.85M -18.5M (-37.5%) | 2.34% +0.161 pp | 0.00% 0.000 pp | USD52.85 +8.1% | 4 qtrs — |
| 3 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 443.1K +118.0K (+36.3%) | 25.32M -6.6M (-20.7%) | 1.92% +0.511 pp | 0.01% -0.005 pp | USD81.74 -30.1% | 3 qtrs — |
| 4 | SITUATIONAL AWARENESS LP | 432.3K +432.3K (+100.0%) | 24.70M +24.7M (+100.0%) | 1.88% +1.877 pp | 0.45% +0.448 pp | USD57.14 +0.0% | 1 qtrs NEW |
| 5 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 328.8K +122.7K (+59.5%) | 20.23M +1.2M (+6.5%) | 1.43% +0.532 pp | 0.03% +0.002 pp | USD82.89 -31.1% | 2 qtrs — |
| 6 | DRIEHAUS CAPITAL MANAGEMENT LLC | 229.1K +94.6K (+70.3%) | 13.09M -118.9K (-0.9%) | 0.99% +0.410 pp | 0.09% -0.006 pp | USD81.26 -29.7% | 2 qtrs — |
| 7 | ANTIPODES PARTNERS LTD | 228.4K +228.4K (+100.0%) | 13.05M +13.1M (+100.0%) | 0.99% +0.992 pp | 0.27% +0.274 pp | USD57.14 +0.0% | 1 qtrs NEW |
| 8 | BUSEY WEALTH MANAGEMENT | 220.0K +— (+0.0%) | 12.57M -9.0M (-41.8%) | 0.96% -0.001 pp | 0.33% -0.271 pp | USD98.22 -41.8% | 2 qtrs — |
| 9 | DIMENSIONAL FUND ADVISORS LP | 201.9K +179.5K (+802.1%) | 11.54M +9.3M (+424.2%) | 0.88% +0.779 pp | 0.00% +0.002 pp | USD58.32 -2.0% | 4 qtrs — |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 191.7K +22.8K (+13.5%) | 10.95M -5.6M (-34.0%) | 0.83% +0.098 pp | 0.00% 0.000 pp | USD50.63 +12.9% | 4 qtrs — |
| 11 | MORGAN STANLEY | 174.8K -22.8K (-11.5%) | 9.99M -9.4M (-48.5%) | 0.76% -0.100 pp | 0.00% -0.001 pp | USD85.90 -33.5% | 5 qtrs — |
| 12 | STATE STREET CORP | 164.9K +28.2K (+20.6%) | 9.42M -4.0M (-29.8%) | 0.72% +0.122 pp | 0.00% 0.000 pp | USD72.37 -21.0% | 4 qtrs — |
| 13 | QUBE RESEARCH & TECHNOLOGIES LTD | 114.2K +114.2K (+100.0%) | 6.53M +6.5M (+100.0%) | 0.50% +0.496 pp | 0.01% +0.007 pp | USD57.14 +0.0% | 1 qtrs NEW |
| 14 | RAYMOND JAMES FINANCIAL INC | 109.5K +18.9K (+20.9%) | 6.26M -2.6M (-29.7%) | 0.48% +0.082 pp | 0.00% -0.001 pp | USD61.44 -7.0% | 4 qtrs — |
| 15 | HEL VED CAPITAL MANAGEMENT LTD | 108.1K +39.4K (+57.3%) | 6.18M -571.4K (-8.5%) | 0.47% +0.171 pp | 1.66% +0.240 pp | USD83.25 -31.4% | 2 qtrs — |
| 16 | RENAISSANCE TECHNOLOGIES LLC | 107.9K +1.4K (+1.3%) | 6.17M -4.3M (-41.1%) | 0.47% +0.006 pp | 0.01% -0.004 pp | USD80.16 -28.7% | 3 qtrs — |
| 17 | BEACON HARBOR WEALTH ADVISORS, INC. | 103.2K +103.2K (+100.0%) | 5.90M +5.9M (+100.0%) | 0.45% +0.448 pp | 1.31% +1.307 pp | USD57.14 +0.0% | 1 qtrs NEW |
| 18 | NAVELLIER & ASSOCIATES INC | 101.7K +37.6K (+58.6%) | 5.81M -489.0K (-7.8%) | 0.44% +0.163 pp | 0.65% +0.012 pp | USD53.31 +7.2% | 4 qtrs — |
| 19 | GOLDMAN SACHS GROUP INC | 101.6K +64.2K (+171.3%) | 5.81M +2.1M (+57.8%) | 0.44% +0.278 pp | 0.00% +0.000 pp | USD54.14 +5.5% | 4 qtrs — |
| 20 | MILLENNIUM MANAGEMENT LLC | 94.7K +64.8K (+216.8%) | 5.41M +2.5M (+84.3%) | 0.41% +0.281 pp | 0.00% +0.001 pp | USD47.08 +21.4% | 4 qtrs — |
| 21 | LPL FINANCIAL LLC | 86.6K +439.0 (+0.5%) | 4.95M -3.5M (-41.5%) | 0.38% +0.002 pp | 0.00% -0.001 pp | USD70.72 -19.2% | 4 qtrs — |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 82.6K -11.2K (-11.9%) | 4.72M -4.5M (-48.8%) | 0.36% -0.049 pp | 0.00% -0.001 pp | USD98.22 -41.8% | 2 qtrs — |
| 23 | FIRST TRUST ADVISORS LP | 81.1K +81.1K (+100.0%) | 4.63M +4.6M (+100.0%) | 0.35% +0.352 pp | 0.00% +0.003 pp | USD57.14 +0.0% | 1 qtrs NEW |
| 24 | NORTHERN TRUST CORP | 78.4K +13.5K (+20.8%) | 4.48M -1.9M (-29.7%) | 0.34% +0.058 pp | 0.00% 0.000 pp | USD65.08 -12.2% | 4 qtrs — |
| 25 | VICTORY CAPITAL MANAGEMENT INC | 75.9K +27.3K (+56.2%) | 4.34M -435.6K (-9.1%) | 0.33% +0.118 pp | 0.00% 0.000 pp | USD83.44 -31.5% | 2 qtrs — |
| 26 | WELLS FARGO & COMPANY/MN | 75.2K +39.7K (+111.4%) | 4.30M +803.7K (+23.0%) | 0.33% +0.172 pp | 0.00% +0.000 pp | USD57.17 -0.1% | 5 qtrs — |
| 27 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 75.0K +5.6K (+8.1%) | 4.29M -2.5M (-37.1%) | 0.33% +0.024 pp | 0.00% 0.000 pp | USD57.65 -0.9% | 4 qtrs — |
| 28 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 75.0K +75.0K (+100.0%) | 4.29M +4.3M (+100.0%) | 0.33% +0.326 pp | 0.01% +0.007 pp | USD57.14 +0.0% | 1 qtrs NEW |
| 29 | POINT72 ASSET MANAGEMENT, L.P. | 72.2K +23.6K (+48.4%) | 4.12M -651.6K (-13.6%) | 0.31% +0.102 pp | 0.00% -0.003 pp | USD84.81 -32.6% | 2 qtrs — |
| 30 | SEI INVESTMENTS CO | 62.5K +19.5K (+45.5%) | 3.57M -647.6K (-15.4%) | 0.27% +0.085 pp | 0.00% -0.001 pp | USD82.48 -30.7% | 3 qtrs — |
| 31 | TWO SIGMA INVESTMENTS, LP | 60.8K +8.0K (+15.2%) | 3.47M -1.7M (-33.0%) | 0.26% +0.035 pp | 0.00% -0.003 pp | USD46.82 +22.0% | 4 qtrs — |
| 32 | CITADEL ADVISORS LLC | 56.0K -1.8K (-3.1%) | 3.20M -2.5M (-43.6%) | 0.24% -0.008 pp | 0.00% 0.000 pp | USD98.22 -41.8% | 2 qtrs — |
| 33 | INDEPENDENT ADVISOR ALLIANCE | 54.0K -500.0 (-0.9%) | 3.08M -2.3M (-42.4%) | 0.23% -0.002 pp | 0.07% -0.064 pp | USD33.66 +69.8% | 4 qtrs — |
| 34 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 42.0K +23.9K (+131.6%) | 2.40M +618.0K (+34.7%) | 0.18% +0.104 pp | 0.01% +0.001 pp | USD71.63 -20.2% | 3 qtrs — |
| 35 | VALIANT CAPITAL MANAGEMENT, L.P. | 40.4K +1.5K (+3.8%) | 2.31M -1.5M (-39.6%) | 0.18% +0.006 pp | 0.13% -0.133 pp | USD39.57 +44.4% | 5 qtrs — |
| 36 | RUFFER LLP | 38.1K +38.1K (+100.0%) | 2.18M +2.2M (+100.0%) | 0.17% +0.165 pp | 0.10% +0.099 pp | USD57.14 +0.0% | 1 qtrs NEW |
| 37 | AMERIPRISE FINANCIAL INC | 38.0K +3.0K (+8.6%) | 2.17M -1.3M (-36.8%) | 0.17% +0.013 pp | 0.00% 0.000 pp | USD94.95 -39.8% | 2 qtrs — |
| 38 | BANK OF NEW YORK MELLON CORP | 34.7K +19.3K (+125.6%) | 1.98M +471.9K (+31.3%) | 0.15% +0.084 pp | 0.00% +0.000 pp | USD62.23 -8.2% | 3 qtrs — |
| 39 | MML INVESTORS SERVICES, LLC | 32.4K -1.9K (-5.6%) | 1.85M -1.5M (-45.1%) | 0.14% -0.009 pp | 0.00% -0.005 pp | USD46.46 +23.0% | 5 qtrs — |
| 40 | HUSSMAN STRATEGIC ADVISORS, INC. | 31.5K +31.5K (+100.0%) | 1.80M +1.8M (+100.0%) | 0.14% +0.137 pp | 0.44% +0.435 pp | USD57.14 +0.0% | 1 qtrs NEW |
| 41 | ADVISOR GROUP HOLDINGS, INC. | 31.3K -14.4K (-31.4%) | 1.79M -2.1M (-53.5%) | 0.14% -0.063 pp | 0.00% -0.003 pp | USD46.52 +22.8% | 5 qtrs — |
| 42 | FRANKLIN RESOURCES INC | 30.9K -3.3K (-9.6%) | 1.77M -1.6M (-47.4%) | 0.13% -0.015 pp | 0.00% 0.000 pp | USD98.22 -41.8% | 2 qtrs — |
| 43 | BURNEY CO/ | 30.3K +3.1K (+11.4%) | 1.73M -941.4K (-35.2%) | 0.13% +0.013 pp | 0.05% -0.031 pp | USD33.28 +71.7% | 4 qtrs — |
| 44 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 30.2K -23.6K (-43.8%) | 1.73M -3.6M (-67.3%) | 0.13% -0.103 pp | 0.01% -0.022 pp | USD29.32 +94.9% | 5 qtrs — |
| 45 | AQR CAPITAL MANAGEMENT LLC | 29.8K +11.4K (+61.9%) | 1.70M -105.4K (-5.8%) | 0.13% +0.049 pp | 0.00% 0.000 pp | USD82.52 -30.8% | 2 qtrs — |
| 46 | JANE STREET GROUP, LLC | 28.6K +13.7K (+91.9%) | 1.63M +170.7K (+11.7%) | 0.12% +0.059 pp | 0.00% +0.000 pp | USD78.54 -27.2% | 2 qtrs — |
| 47 | ALLIANCEBERNSTEIN L.P. | 27.4K +7.9K (+40.4%) | 1.57M -351.3K (-18.3%) | 0.12% +0.034 pp | 0.00% 0.000 pp | USD80.89 -29.4% | 3 qtrs — |
| 48 | MAN GROUP PLC | 26.9K +13.4K (+98.8%) | 1.54M +208.0K (+15.7%) | 0.12% +0.058 pp | 0.00% +0.000 pp | USD77.80 -26.6% | 4 qtrs — |
| 49 | BARCLAYS PLC | 26.9K +16.4K (+156.4%) | 1.54M +506.2K (+49.2%) | 0.12% +0.071 pp | 0.00% +0.000 pp | USD60.08 -4.9% | 3 qtrs — |
| 50 | THOROUGHBRED FINANCIAL SERVICES, LLC | 24.9K +459.0 (+1.9%) | 1.42M -978.0K (-40.8%) | 0.11% +0.002 pp | 0.08% -0.064 pp | USD32.80 +74.2% | 5 qtrs — |
| 51 | PRINCIPAL FINANCIAL GROUP INC | 24.3K +8.1K (+50.0%) | 1.39M -202.2K (-12.7%) | 0.11% +0.035 pp | 0.00% 0.000 pp | USD84.52 -32.4% | 2 qtrs — |
| 52 | VERITION FUND MANAGEMENT LLC | 23.2K +1.7K (+8.0%) | 1.33M -786.1K (-37.2%) | 0.10% +0.007 pp | 0.01% -0.004 pp | USD68.67 -16.8% | 3 qtrs — |
| 53 | CETERA INVESTMENT ADVISERS | 21.6K -15.0K (-40.9%) | 1.24M -2.4M (-65.6%) | 0.09% -0.065 pp | 0.00% -0.003 pp | USD56.08 +1.9% | 4 qtrs — |
| 54 | CORSAIR CAPITAL MANAGEMENT, L.P. | 21.1K -9.5K (-31.0%) | 1.21M -1.8M (-59.9%) | 0.09% -0.041 pp | 0.19% -0.310 pp | USD38.81 +47.2% | 5 qtrs — |
| 55 | DE LISLE PARTNERS LLP | 21.0K +— (+0.0%) | 1.20M -864.4K (-41.9%) | 0.09% 0.000 pp | 0.15% -0.099 pp | USD98.22 -41.8% | 2 qtrs — |
| 56 | PLATINUM INVESTMENT MANAGEMENT LTD | 20.0K +20.0K (+100.0%) | 1.14M +1.1M (+100.0%) | 0.09% +0.087 pp | 0.26% +0.264 pp | USD57.14 +0.0% | 1 qtrs NEW |
| 57 | RITHOLTZ WEALTH MANAGEMENT | 18.7K -10.4K (-35.7%) | 1.07M -1.8M (-62.6%) | 0.08% -0.045 pp | 0.02% -0.036 pp | USD26.26 +117.6% | 4 qtrs — |
| 58 | SWISS NATIONAL BANK | 18.2K +4.8K (+35.8%) | 1.04M -276.2K (-21.0%) | 0.08% +0.021 pp | 0.00% 0.000 pp | USD87.39 -34.6% | 2 qtrs — |
| 59 | GOTHAM ASSET MANAGEMENT, LLC | 18.2K +1.5K (+9.0%) | 1.04M -599.3K (-36.6%) | 0.08% +0.006 pp | 0.00% -0.003 pp | USD64.06 -10.8% | 3 qtrs — |
| 60 | TOROSO INVESTMENTS, LLC | 17.0K +14.0K (+462.3%) | 971.3K +674.4K (+227.1%) | 0.07% +0.061 pp | 0.00% +0.002 pp | USD64.45 -11.3% | 2 qtrs — |
| 61 | NUVEEN, LLC | 16.6K +821.0 (+5.2%) | 946.9K -600.1K (-38.8%) | 0.07% +0.004 pp | 0.00% 0.000 pp | USD67.19 -15.0% | 3 qtrs — |
| 62 | IMC-CHICAGO, LLC | 16.4K +16.4K (+100.0%) | 939.2K +939.2K (+100.0%) | 0.07% +0.071 pp | 0.00% +0.000 pp | USD57.14 +0.0% | 1 qtrs NEW |
| 63 | WORLD EQUITY GROUP, INC. | 15.7K +1.1K (+7.2%) | 899.4K -543.3K (-37.7%) | 0.07% +0.005 pp | 0.25% -0.076 pp | USD44.26 +29.1% | 5 qtrs — |
| 64 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 15.4K +666.0 (+4.5%) | 882.4K -569.0K (-39.2%) | 0.07% +0.003 pp | 0.07% -0.054 pp | USD68.62 -16.7% | 3 qtrs — |
| 65 | RUSSELL INVESTMENTS GROUP, LTD. | 15.0K +249.0 (+1.7%) | 858.5K -592.8K (-40.8%) | 0.07% +0.001 pp | 0.00% -0.001 pp | USD66.02 -13.5% | 3 qtrs — |
| 66 | CAPITAL FUND MANAGEMENT S.A. | 14.9K +14.9K (+100.0%) | 849.2K +849.2K (+100.0%) | 0.06% +0.065 pp | 0.00% +0.002 pp | USD57.14 +0.0% | 1 qtrs NEW |
| 67 | MEEDER ASSET MANAGEMENT INC | 12.7K +7.7K (+154.8%) | 725.2K +236.0K (+48.3%) | 0.06% +0.034 pp | 0.04% +0.011 pp | USD73.26 -22.0% | 2 qtrs — |
| 68 | LAZARD ASSET MANAGEMENT LLC | 12.6K -34.9K (-73.4%) | 720.3K -3.9M (-84.5%) | 0.05% -0.152 pp | 0.00% -0.005 pp | USD65.78 -13.1% | 3 qtrs — |
| 69 | XTX TOPCO LTD | 12.5K +12.5K (+100.0%) | 715.1K +715.1K (+100.0%) | 0.05% +0.054 pp | 0.02% +0.019 pp | USD57.14 +0.0% | 1 qtrs NEW |
| 70 | ALGERT GLOBAL LLC | 12.2K +4.8K (+63.8%) | 698.0K -35.0K (-4.8%) | 0.05% +0.021 pp | 0.01% -0.001 pp | USD82.22 -30.5% | 2 qtrs — |
| 71 | VERDE SERVICOS INTERNACIONAIS S.A. | 12.2K +— (+0.0%) | 696.0K -500.0K (-41.8%) | 0.05% 0.000 pp | 0.22% -0.118 pp | USD98.22 -41.8% | 2 qtrs — |
| 72 | STEPHENS INC /AR/ | 12.0K -635.0 (-5.0%) | 685.7K -555.3K (-44.7%) | 0.05% -0.003 pp | 0.01% -0.007 pp | USD98.22 -41.8% | 2 qtrs — |
| 73 | VIRTU FINANCIAL LLC | 11.8K +3.2K (+37.3%) | 675.0K -169.0K (-20.0%) | 0.05% +0.014 pp | 0.03% -0.021 pp | USD54.21 +5.4% | 4 qtrs — |
| 74 | JACOBS LEVY EQUITY MANAGEMENT, INC | 11.5K +6.5K (+127.5%) | 659.9K +161.2K (+32.3%) | 0.05% +0.028 pp | 0.00% +0.001 pp | USD75.20 -24.0% | 2 qtrs — |
| 75 | BANK OF AMERICA CORP /DE/ | 11.1K +1.5K (+16.0%) | 634.0K -305.5K (-32.5%) | 0.05% +0.007 pp | 0.00% +0.000 pp | USD67.24 -15.0% | 5 qtrs — |
| 76 | UBS ASSET MANAGEMENT AMERICAS INC | 10.8K +7.8K (+258.9%) | 615.2K +320.6K (+108.8%) | 0.05% +0.034 pp | 0.00% +0.000 pp | USD68.59 -16.7% | 2 qtrs — |
| 77 | CREATIVE PLANNING | 10.7K -161.0 (-1.5%) | 609.0K -453.6K (-42.7%) | 0.05% -0.001 pp | 0.00% 0.000 pp | USD65.29 -12.5% | 3 qtrs — |
| 78 | GLOBEFLEX CAPITAL L P | 10.4K +8.5K (+447.3%) | 594.2K +407.6K (+218.4%) | 0.05% +0.037 pp | 0.09% +0.062 pp | USD64.65 -11.6% | 2 qtrs — |
| 79 | JANNEY MONTGOMERY SCOTT LLC | 9.9K +5.3K (+116.4%) | 565.0K +116.0K (+25.8%) | 0.04% +0.023 pp | 0.00% +0.000 pp | USD76.12 -24.9% | 2 qtrs — |
| 80 | GK WEALTH MANAGEMENT LLC | 9.7K +2.9K (+41.5%) | 556.5K -119.4K (-17.7%) | 0.04% +0.012 pp | 0.37% -0.126 pp | USD68.65 -16.8% | 3 qtrs — |
| 81 | CREDIT AGRICOLE S A | 9.5K -9.3K (-49.5%) | 542.8K -1.3M (-70.6%) | 0.04% -0.041 pp | 0.00% -0.004 pp | USD98.22 -41.8% | 2 qtrs — |
| 82 | COMMONWEALTH EQUITY SERVICES, LLC | 9.5K -137.0 (-1.4%) | 542.6K -403.4K (-42.6%) | 0.04% -0.001 pp | 0.00% -0.001 pp | USD64.68 -11.7% | 3 qtrs — |
| 83 | BNP PARIBAS ARBITRAGE, SNC | 9.3K +8.0K (+619.7%) | 529.7K +403.2K (+318.7%) | 0.04% +0.035 pp | 0.00% +0.000 pp | USD58.19 -1.8% | 3 qtrs — |
| 84 | RHUMBLINE ADVISERS | 9.2K +98.0 (+1.1%) | 524.7K -367.6K (-41.2%) | 0.04% +0.000 pp | 0.00% 0.000 pp | USD64.60 -11.5% | 3 qtrs — |
| 85 | FOX RUN MANAGEMENT, L.L.C. | 9.1K +9.1K (+100.0%) | 521.2K +521.2K (+100.0%) | 0.04% +0.040 pp | 0.08% +0.081 pp | USD57.14 +0.0% | 1 qtrs NEW |
| 86 | HENNION & WALSH ASSET MANAGEMENT, INC. | 9.0K +5.8K (+184.0%) | 513.7K +202.7K (+65.2%) | 0.04% +0.025 pp | 0.02% +0.007 pp | USD71.61 -20.2% | 2 qtrs — |
| 87 | MORAN WEALTH MANAGEMENT, LLC | 8.9K +8.9K (+100.0%) | 510.0K +510.0K (+100.0%) | 0.04% +0.039 pp | 0.02% +0.016 pp | USD57.14 +0.0% | 1 qtrs NEW |
| 88 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 8.9K +8.9K (+100.0%) | 508.7K +508.7K (+100.0%) | 0.04% +0.039 pp | 0.00% +0.000 pp | USD57.14 +0.0% | 1 qtrs NEW |
| 89 | FREESTONE GROVE PARTNERS LP | 8.8K +8.8K (+100.0%) | 503.0K +503.0K (+100.0%) | 0.04% +0.038 pp | 0.00% +0.004 pp | USD57.14 +0.0% | 1 qtrs NEW |
| 90 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 8.8K +2.4K (+38.1%) | 502.9K -122.9K (-19.6%) | 0.04% +0.011 pp | 0.00% 0.000 pp | USD85.32 -33.0% | 3 qtrs — |
| 91 | WINTON GROUP LTD | 8.7K +8.7K (+100.0%) | 499.6K +499.6K (+100.0%) | 0.04% +0.038 pp | 0.02% +0.017 pp | USD57.14 +0.0% | 1 qtrs NEW |
| 92 | LEGAL & GENERAL GROUP PLC | 8.5K +1.6K (+22.7%) | 486.7K -195.3K (-28.6%) | 0.04% +0.007 pp | 0.00% +0.000 pp | USD68.63 -16.7% | 3 qtrs — |
| 93 | BAY RIVERS GROUP | 7.8K +3.1K (+64.6%) | 444.9K -19.7K (-4.2%) | 0.03% +0.013 pp | 0.18% -0.016 pp | USD66.59 -14.2% | 3 qtrs — |
| 94 | INVESCO LTD. | 7.8K -92.7K (-92.3%) | 444.7K -9.4M (-95.5%) | 0.03% -0.403 pp | 0.00% -0.002 pp | USD96.90 -41.0% | 3 qtrs — |
| 95 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 7.7K +6.6K (+660.8%) | 437.0K +339.0K (+345.9%) | 0.03% +0.029 pp | 0.00% +0.004 pp | USD62.54 -8.6% | 2 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Franklin Small Cap Enhanced ETF FSML | 0.94% | 1.40M | 0.45% |
| 2 | iShares Global Infrastructure Index ETF CIF.TO | 0.45% | 5.04M | 0.72% |
| 3 | Defiance AI & Power Infrastructure ETF AIPO | 0.27% | 2.56M | 0.69% |
| 4 | Barron's 400SM ETF BFOR | 0.13% | 305.2K | 0.65% |
| 5 | WisdomTree U.S. SmallCap Fund EES | 0.10% | 714.6K | 0.38% |
| 6 | iShares Micro-Cap ETF IWC | 0.07% | 992.8K | 0.60% |
| 7 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.04% | 391.4K | 0.20% |
| 8 | Vanguard Global Momentum Factor ETF VMO.TO | 0.03% | 118.1K | 0.38% |
| 9 | Vanguard U.S. Momentum Factor ETF VFMO | 0.03% | 512.2K | 0.13% |
| 10 | U.S. Small Cap Growth Portfolio: ETF Class Shares DUSG | 0.03% | 552.7K | 0.33% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-06 | Li Xun | Officer | A-Award | A | Phantom Stock | 1,665 | 0.00 | — | 1,665 | D | ↗ |
| 2026-03-06 | Du Zhaoying | Officer | A-Award | A | Phantom Stock | 1,492 | 0.00 | — | 1,492 | D | ↗ |
| 2026-02-12 | Li Xun | Officer | M-Exempt | A | Common Stock | 7,500 | 2.00 | 15.0K | 8,021 | D | ↗ |
| 2025-12-11 | Shea Courtney C. | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 5,000 | D | ↗ |
| 2025-12-11 | SIMPKINS FRANK P | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 30,000 | D | ↗ |
| 2025-12-11 | He Hong | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 23,750 | D | ↗ |
| 2025-12-11 | Du Zhaoying | Officer | A-Award | A | Stock Appreciation Right | 700 | 65.76 | 46.0K | 700 | D | ↗ |
| 2025-10-09 | Yang Xuesen | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-10-09 | Jin Zhao | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-09-15 | Du Zhaoying | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-09-11 | Weichai America Corp. | 10% Owner | S-Sale | D | Common Stock | 19,351 | 92.46 | 1.79M | 10,653,509 | I | ↗ |
| 2025-09-11 | He Hong | Director | S-Sale | D | Common Stock | 1,500 | 94.00 | 141.0K | 18,750 | D | ↗ |
| 2025-09-10 | Weichai America Corp. | 10% Owner | S-Sale | D | Common Stock | 5,018 | 91.44 | 458.9K | 10,704,826 | I | ↗ |
| 2025-09-10 | He Hong | Director | S-Sale | D | Common Stock | 1,000 | 95.00 | 95.0K | 20,250 | D | ↗ |
| 2025-09-09 | Xykis Constantine | Officer | S-Sale | D | Common Stock | 7,854 | 91.31 | 717.2K | 0 | D | ↗ |
| 2025-09-09 | He Hong | Director | S-Sale | D | Common Stock | 1,500 | 90.00 | 135.0K | 23,750 | D | ↗ |
| 2025-09-08 | He Hong | Director | S-Sale | D | Common Stock | 1,000 | 89.00 | 89.0K | 25,250 | D | ↗ |
| 2025-09-08 | Du Zhaoying | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-08-26 | Weichai America Corp. | 10% Owner | S-Sale | D | Common Stock | 9,949 | 84.35 | 839.2K | 10,735,779 | I | ↗ |
| 2025-08-25 | Weichai America Corp. | 10% Owner | S-Sale | D | Common Stock | 3,695 | 93.18 | 344.3K | 10,810,199 | I | ↗ |
| 2025-08-25 | SIMPKINS FRANK P | Director | S-Sale | D | Common Stock | 10,000 | 91.64 | 916.4K | 25,000 | D | ↗ |
| 2025-08-25 | Li Xun | Officer | S-Sale | D | Common Stock | 200 | 93.30 | 18.7K | 221 | D | ↗ |
| 2025-08-22 | Weichai America Corp. | 10% Owner | S-Sale | D | Common Stock | 3,979 | 86.34 | 343.5K | 10,927,721 | I | ↗ |
| 2025-08-21 | Weichai America Corp. | 10% Owner | S-Sale | D | Common Stock | 2,647 | 80.41 | 212.8K | 10,988,502 | I | ↗ |
| 2025-08-20 | Weichai America Corp. | 10% Owner | S-Sale | D | Common Stock | 5 | 81.00 | 405.00 | 10,991,149 | I | ↗ |
| 2025-08-19 | Weichai America Corp. | 10% Owner | S-Sale | D | Common Stock | 12,209 | 82.59 | 1.01M | 11,011,328 | I | ↗ |
| 2025-08-18 | Weichai America Corp. | 10% Owner | S-Sale | D | Common Stock | 16,215 | 80.43 | 1.30M | 11,195,626 | I | ↗ |
| 2025-08-15 | Weichai America Corp. | 10% Owner | S-Sale | D | Common Stock | 18,371 | 83.51 | 1.53M | 11,257,338 | I | ↗ |
| 2025-08-14 | Weichai America Corp. | 10% Owner | S-Sale | D | Common Stock | 10,485 | 85.63 | 897.9K | 11,374,694 | I | ↗ |
| 2025-08-13 | Weichai America Corp. | 10% Owner | S-Sale | D | Common Stock | 19,852 | 91.28 | 1.81M | 11,486,511 | I | ↗ |
| 2025-08-13 | He Hong | Director | S-Sale | D | Common Stock | 2,500 | 90.03 | 225.1K | 26,250 | D | ↗ |
| 2025-08-12 | Xykis Constantine | Officer | S-Sale | D | Common Stock | 13,027 | 96.20 | 1.25M | 7,854 | D | ↗ |
| 2025-08-12 | Weichai America Corp. | 10% Owner | S-Sale | D | Common Stock | 15,838 | 94.47 | 1.50M | 11,681,998 | I | ↗ |
| 2025-08-12 | SIMPKINS FRANK P | Director | S-Sale | D | Common Stock | 206 | 96.21 | 19.8K | 35,000 | D | ↗ |
| 2025-08-12 | Li Xun | Officer | F-InKind | D | Common Stock | 6,779 | 95.45 | 647.1K | 8,221 | D | ↗ |
| 2025-07-24 | Shea Courtney C. | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-07-18 | Xykis Constantine | Officer | M-Exempt | A | Common Stock | 14,996 | 2.99 | 44.8K | 48,855 | D | ↗ |
| 2025-06-11 | Xykis Constantine | Officer | M-Exempt | A | Common Stock | 35,000 | 2.99 | 104.7K | 68,859 | D | ↗ |
| 2025-06-02 | Xykis Constantine | Officer | M-Exempt | D | Stock Appreciation Rights | 6,670 | 2.99 | 19.9K | 78,330 | D | ↗ |
| 2025-05-30 | Xykis Constantine | Officer | M-Exempt | D | Stock Appreciation Rights | 16,663 | 2.99 | 49.8K | 0 | D | ↗ |
| 2025-04-21 | Winemaster Gary S | 10% Owner | G-Gift | D | Common Stock | 760,172 | 0.00 | — | 2,184,109 | D | ↗ |
| 2025-04-11 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 2,000 | 23.27 | 46.5K | 2,944,281 | D | ↗ |
| 2025-01-22 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 24,900 | 40.63 | 1.01M | 2,956,219 | D | ↗ |
| 2025-01-21 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 17,983 | 36.84 | 662.4K | 2,981,119 | D | ↗ |
| 2025-01-14 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 15,181 | 37.05 | 562.5K | 2,999,102 | D | ↗ |
| 2024-12-24 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 37,515 | 29.42 | 1.10M | 3,016,036 | D | ↗ |
| 2024-12-23 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 17,461 | 26.26 | 458.5K | 3,053,551 | D | ↗ |
| 2024-12-12 | SIMPKINS FRANK P | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 40,000 | D | ↗ |
| 2024-12-12 | Landini Kenneth W | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 59,000 | D | ↗ |
| 2024-12-12 | He Hong | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 28,750 | D | ↗ |
| 2024-12-02 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 25,000 | 31.62 | 790.6K | 3,071,012 | D | ↗ |
| 2024-11-05 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 4,296 | 22.09 | 94.9K | 3,096,012 | D | ↗ |
| 2024-10-17 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 4,918 | 25.21 | 124.0K | 3,100,308 | D | ↗ |
| 2024-10-01 | Xykis Constantine | Officer | F-InKind | D | Class A Common Stock | 1,192 | 18.92 | 22.6K | 25,647 | D | ↗ |
| 2024-10-01 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 4,282 | 20.50 | 87.8K | 3,105,226 | D | ↗ |
| 2024-09-30 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 19,224 | 20.51 | 394.3K | 3,109,508 | D | ↗ |
| 2024-09-27 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 7,562 | 20.00 | 151.2K | 3,128,732 | D | ↗ |
| 2024-09-25 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 3,906 | 20.02 | 78.2K | 3,136,294 | D | ↗ |
| 2024-09-24 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 7,370 | 20.03 | 147.6K | 3,140,200 | D | ↗ |
| 2024-09-23 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 40,000 | 19.48 | 779.2K | 3,147,570 | D | ↗ |
| 2024-09-20 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 12,209 | 17.88 | 218.3K | 3,187,570 | D | ↗ |
| 2024-09-19 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 6,681 | 17.57 | 117.4K | 3,199,779 | D | ↗ |
| 2024-09-09 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 100 | 19.25 | 1.9K | 3,206,460 | — | ↗ |
| 2024-09-06 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 1,000 | 19.39 | 19.4K | 3,206,560 | — | ↗ |
| 2024-09-05 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 19,000 | 19.72 | 374.7K | 3,207,560 | — | ↗ |
| 2024-09-04 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 2,137 | 19.75 | 42.2K | 3,226,560 | — | ↗ |
| 2024-07-29 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 5,693 | 11.95 | 68.0K | 3,232,603 | — | ↗ |
| 2024-07-26 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 10,000 | 11.95 | 119.5K | 3,251,808 | — | ↗ |
| 2024-07-25 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 2,118 | 11.89 | 25.2K | 3,261,908 | — | ↗ |
| 2024-07-24 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 20,000 | 11.60 | 232.0K | 3,291,808 | — | ↗ |
| 2024-07-23 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 5,795 | 11.60 | 67.2K | 3,311,808 | — | ↗ |
| 2024-05-15 | Xykis Constantine | Officer | M-Exempt | A | Class A Common Stock | 20,000 | 2.00 | 40.0K | 38,834 | — | ↗ |
| 2024-04-30 | Gagnon Neil | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,144 | 2.00 | 14.3K | 121,024 | — | ↗ |
| 2024-04-25 | Gagnon Neil | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,750 | 2.00 | 15.5K | 709,061 | — | ↗ |
| 2024-03-25 | Gagnon Neil | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 1,181 | 2.00 | 2.4K | 701,311 | — | ↗ |
| 2024-03-22 | Gagnon Neil | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 1,321 | 2.00 | 2.6K | 700,130 | — | ↗ |
| 2024-03-21 | Lehner Randall | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-03-20 | Gagnon Neil | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 5,392 | 2.00 | 10.8K | 698,809 | — | ↗ |
| 2024-03-12 | Gagnon Neil | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 1,817 | 2.00 | 3.6K | 693,417 | — | ↗ |
| 2024-03-01 | Gagnon Neil | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 5,000 | 2.00 | 10.0K | 691,600 | — | ↗ |
| 2024-02-29 | Gagnon Neil | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 25,069 | 1.95 | 48.9K | 686,600 | — | ↗ |
| 2024-02-20 | Gagnon Neil | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 976 | 2.00 | 2.0K | 661,531 | — | ↗ |
| 2024-02-12 | Gagnon Neil | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 244 | 1.97 | 480.68 | 660,555 | — | ↗ |
| 2024-02-09 | Gagnon Neil | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 631 | 2.00 | 1.3K | 660,311 | — | ↗ |
| 2024-01-24 | Gagnon Neil | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 348 | 1.87 | 651.39 | 22,342 | — | ↗ |
| 2023-12-21 | SIMPKINS FRANK P | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 35,000 | — | ↗ |
| 2023-12-21 | Landini Kenneth W | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 54,000 | — | ↗ |
| 2023-12-21 | He Hong | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 23,750 | — | ↗ |
| 2023-08-29 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 285 | 3.01 | 857.85 | 681 | — | ↗ |
| 2023-08-25 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 9,310 | 3.00 | 27.9K | 21,166 | — | ↗ |
| 2023-08-24 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 9,600 | 3.02 | 28.9K | 30,876 | — | ↗ |
| 2023-08-18 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 100 | 3.05 | 305.00 | 40,476 | — | ↗ |
| 2023-08-16 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 100 | 3.05 | 305.00 | 40,576 | — | ↗ |
| 2023-07-25 | Yu Fuzhang | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-07-20 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 15,000 | 3.15 | 47.3K | 676 | — | ↗ |
| 2023-05-24 | Gagnon Neil | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 7,102 | 2.85 | 20.2K | 487,173 | — | ↗ |
| 2023-04-26 | Gagnon Neil | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 200 | 2.95 | 590.00 | 480,071 | — | ↗ |
| 2023-04-25 | Xykis Constantine | Officer | A-Award | A | Stock Appreciation Rights | 85,000 | 2.99 | 254.2K | 148,505 | — | ↗ |
| 2023-03-29 | Zhang Jiwen | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-01-26 | Gagnon Neil | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 63 | 3.00 | 189.00 | 479,871 | — | ↗ |
| 2023-01-11 | Gagnon Neil | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 500 | 3.00 | 1.5K | 479,808 | — | ↗ |
| 2023-01-10 | Gagnon Neil | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 5,360 | 3.00 | 16.1K | 479,308 | — | ↗ |
| 2023-01-09 | Gagnon Neil | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 5 | 3.00 | 15.00 | 473,948 | — | ↗ |
| 2023-01-06 | Gagnon Neil | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 872 | 3.00 | 2.6K | 473,943 | — | ↗ |
| 2023-01-05 | Gagnon Neil | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 5,000 | 3.00 | 15.0K | 473,071 | — | ↗ |
| 2023-01-03 | Gagnon Neil | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 500 | 3.00 | 1.5K | 468,071 | — | ↗ |
| 2022-12-09 | Gagnon Neil | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 256 | 3.00 | 768.00 | 467,571 | — | ↗ |
| 2022-12-02 | Gagnon Neil | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 352 | 3.00 | 1.1K | 467,301 | — | ↗ |
| 2022-11-30 | Gagnon Neil | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 82 | 3.00 | 246.00 | 466,949 | — | ↗ |
| 2022-11-29 | Gagnon Neil | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 523 | 3.00 | 1.6K | 466,867 | — | ↗ |
| 2022-11-28 | Gagnon Neil | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 5,000 | 3.00 | 15.0K | 466,344 | — | ↗ |
| 2022-11-23 | Gagnon Neil | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 15 | 3.00 | 45.00 | 461,344 | — | ↗ |
| 2022-11-22 | Gagnon Neil | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 1,900 | 2.88 | 5.5K | 461,329 | — | ↗ |
| 2022-11-21 | Gagnon Neil | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 5,000 | 3.00 | 15.0K | 459,429 | — | ↗ |
| 2022-11-18 | Gagnon Neil | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 90 | 2.75 | 247.50 | 454,429 | — | ↗ |
| 2022-11-17 | Gagnon Neil | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 5,000 | 2.75 | 13.8K | 454,339 | — | ↗ |
| 2022-11-16 | Gagnon Neil | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 322 | 2.75 | 885.50 | 449,339 | — | ↗ |
| 2022-11-15 | Winemaster Gary S | Director | S-Sale | D | Common Stock | 5,000 | 2.10 | 10.5K | 20,676 | — | ↗ |
| 2022-11-15 | Gagnon Neil | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 18,030 | 2.66 | 48.0K | 449,017 | — | ↗ |
| 2022-09-15 | SIMPKINS FRANK P | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 30,000 | — | ↗ |
| 2022-09-15 | Landini Kenneth W | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 49,000 | — | ↗ |
| 2022-09-15 | He Hong | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 18,750 | — | ↗ |
| 2022-09-02 | Thomas Matthew Joseph | Officer | A-Award | A | Stock Appreciation Right | 2,000 | 0.00 | — | 2,000 | — | ↗ |
| 2022-09-02 | Li Xun | Officer | A-Award | A | Stock Appreciation Right | 30,000 | 0.00 | — | 30,000 | — | ↗ |
| 2022-09-02 | Gagnon Neil | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 100 | 2.00 | 200.00 | 644,861 | — | ↗ |
| 2022-08-29 | Li Xun | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-08-29 | Gagnon Neil | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 722 | 1.86 | 1.3K | 644,761 | — | ↗ |
| 2022-08-25 | Gagnon Neil | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 72 | 1.65 | 118.80 | 644,039 | — | ↗ |
| 2022-08-22 | Gagnon Neil | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 800 | 1.65 | 1.3K | 643,443 | — | ↗ |
| 2022-08-15 | Gagnon Neil | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 16,059 | 1.72 | 27.6K | 642,643 | — | ↗ |
| 2022-07-15 | Xykis Constantine | Officer | A-Award | A | Stock Appreciation Rights | 20,000 | 0.00 | — | 45,342 | — | ↗ |
| 2022-06-13 | Gu Junhua | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-04-08 | Thomas Matthew Joseph | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-03-18 | Xykis Constantine | Officer | A-Award | A | Stock Appreciation Right | 342 | 0.00 | — | 25,342 | — | ↗ |
| 2022-03-18 | Arnett Lance Michael | Officer | A-Award | A | Stock Appreciation Right | 1,875 | 5.54 | 10.4K | 131,875 | — | ↗ |
| 2022-02-08 | Winemaster Gary S | Director | S-Sale | D | Common Stock | 100 | 3.03 | 303.00 | 25,676 | — | ↗ |
| 2022-02-07 | Winemaster Gary S | Director | S-Sale | D | Common Stock | 110 | 3.05 | 335.50 | 25,776 | — | ↗ |
| 2022-02-01 | Gagnon Neil | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 2,922 | 2.75 | 8.0K | 21,000 | — | ↗ |
| 2022-01-31 | Gagnon Neil | 10% Owner | P-Purchase | A | Common Stock, par value $0.001 per share | 408 | 2.50 | 1.0K | 18,078 | — | ↗ |
| 2022-01-27 | Gagnon Neil | 10% Owner | — | D | Common Stock, par value $0.001 per share | 0 | 0.00 | — | 431,740 | — | ↗ |
| 2022-01-21 | Winemaster Gary S | Director | S-Sale | D | Common Stock | 100 | 3.09 | 309.00 | 25,886 | — | ↗ |
| 2022-01-13 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 100 | 3.10 | 310.00 | 25,986 | — | ↗ |
| 2022-01-11 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 283 | 3.09 | 874.47 | 26,086 | — | ↗ |
| 2021-12-31 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 5,000 | 3.00 | 15.0K | 26,369 | — | ↗ |
| 2021-12-22 | Wu Guogang | Director | A-Award | A | Common Stock | 2,083 | 0.00 | — | 4,304 | — | ↗ |
| 2021-12-22 | SIMPKINS FRANK P | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 25,000 | — | ↗ |
| 2021-12-22 | MOZZI FABRIZIO | Director | A-Award | A | Common Stock | 2,917 | 0.00 | — | 2,917 | — | ↗ |
| 2021-12-22 | Landini Kenneth W | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 44,000 | — | ↗ |
| 2021-12-22 | He Hong | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 13,750 | — | ↗ |
| 2021-12-20 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 100 | 3.99 | 399.00 | 31,369 | — | ↗ |
| 2021-12-13 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 1,713 | 3.99 | 6.8K | 31,469 | — | ↗ |
| 2021-12-10 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 104 | 3.99 | 414.96 | 33,182 | — | ↗ |
| 2021-12-09 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 3,163 | 4.02 | 12.7K | 33,286 | — | ↗ |
| 2021-12-07 | MOZZI FABRIZIO | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-12-07 | LEI LEI | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-11-11 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 1,115 | 4.50 | 5.0K | 36,449 | — | ↗ |
| 2021-11-05 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 1,548 | 4.50 | 7.0K | 37,564 | — | ↗ |
| 2021-11-04 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 10,034 | 4.50 | 45.2K | 39,112 | — | ↗ |
| 2021-10-25 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 322 | 4.47 | 1.4K | 49,146 | — | ↗ |
| 2021-10-22 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 5,496 | 4.50 | 24.7K | 49,468 | — | ↗ |
| 2021-10-14 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 800 | 4.50 | 3.6K | 54,964 | — | ↗ |
| 2021-10-13 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 100 | 4.50 | 450.00 | 55,764 | — | ↗ |
| 2021-09-09 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 444 | 5.10 | 2.3K | 55,864 | — | ↗ |
| 2021-09-08 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 200 | 5.10 | 1.0K | 56,308 | — | ↗ |
| 2021-09-07 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 5,492 | 5.10 | 28.0K | 56,508 | — | ↗ |
| 2021-09-02 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 2,904 | 5.05 | 14.7K | 62,000 | — | ↗ |
| 2021-09-01 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 6,096 | 5.05 | 30.8K | 64,904 | — | ↗ |
| 2021-07-27 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 6,000 | 8.00 | 48.0K | 71,000 | — | ↗ |
| 2021-07-15 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 3,000 | 6.99 | 21.0K | 84,209 | — | ↗ |
| 2021-07-13 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 7,500 | 6.45 | 48.4K | 87,209 | — | ↗ |
| 2021-07-10 | Landini Kenneth W | Director | M-Exempt | A | Common Stock | 5,000 | 0.00 | — | 39,000 | — | ↗ |
| 2021-07-10 | He Hong | Director | M-Exempt | A | Common Stock | 3,750 | 0.00 | — | 8,750 | — | ↗ |
| 2021-07-09 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 8,000 | 6.20 | 49.6K | 94,709 | — | ↗ |
| 2021-07-08 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 50 | 6.20 | 310.00 | 102,709 | — | ↗ |
| 2021-06-28 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 5,000 | 6.10 | 30.5K | 102,759 | — | ↗ |
| 2021-06-24 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 5,000 | 4.99 | 25.0K | 107,759 | — | ↗ |
| 2021-06-23 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 7,500 | 4.75 | 35.6K | 112,759 | — | ↗ |
| 2021-06-22 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 5,000 | 4.50 | 22.5K | 120,259 | — | ↗ |
| 2021-06-21 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 8,000 | 4.00 | 32.0K | 129,259 | — | ↗ |
| 2021-06-18 | Wu Guogang | Director | A-Award | A | Common Stock | 2,221 | 0.00 | — | 2,221 | — | ↗ |
| 2021-06-18 | SIMPKINS FRANK P | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 20,000 | — | ↗ |
| 2021-05-11 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 1,000 | 6.20 | 6.2K | 137,259 | — | ↗ |
| 2021-05-10 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 5,000 | 6.15 | 30.8K | 138,259 | — | ↗ |
| 2021-05-05 | Winemaster Gary S | Director | S-Sale | D | Common Stock | 2,850 | 6.20 | 17.7K | 143,259 | — | ↗ |
| 2021-04-29 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 200 | 7.00 | 1.4K | 146,109 | — | ↗ |
| 2021-04-27 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 1,191 | 7.00 | 8.3K | 146,309 | — | ↗ |
| 2021-04-23 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 900 | 7.00 | 6.3K | 147,500 | — | ↗ |
| 2021-04-13 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 2,000 | 7.00 | 14.0K | 3,327,603 | — | ↗ |
| 2021-04-12 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 500 | 7.00 | 3.5K | 3,329,603 | — | ↗ |
| 2021-04-07 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 1,600 | 7.30 | 11.7K | 148,400 | — | ↗ |
| 2021-03-22 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 2,500 | 7.75 | 19.4K | 3,330,103 | — | ↗ |
| 2021-03-15 | Xykis Constantine | Officer | — | D | Common Stock | 0 | 0.00 | — | 18,834 | — | ↗ |
| 2021-03-12 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 366 | 7.50 | 2.7K | 150,000 | — | ↗ |
| 2021-03-11 | Xykis Constantine | Officer | A-Award | A | Stock Appreciation Right | 25,000 | 6.50 | 162.5K | 25,000 | — | ↗ |
| 2021-03-02 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 4,634 | 7.50 | 34.8K | 150,366 | — | ↗ |
| 2021-02-26 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 3,000 | 7.06 | 21.2K | 155,000 | — | ↗ |
| 2021-02-24 | Arnett Lance Michael | Officer | A-Award | A | Stock Appreciation Right | 80,000 | 6.00 | 480.0K | 130,000 | — | ↗ |
| 2021-02-04 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 17,000 | 5.82 | 98.9K | 158,000 | — | ↗ |
| 2021-01-07 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 5,791 | 3.99 | 23.1K | 3,337,603 | — | ↗ |
| 2020-12-23 | Winemaster Gary S | 10% Owner | S-Sale | D | Common Stock | 5,503 | 3.66 | 20.1K | 3,383,019 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | C. (Dino) Xykis Chief Executive Officer | 539.8K | 72.0K | — | — | 534.7K | 62.7K | 1.21M | 0.00% | ↗ |
| 2 | 2024 | Xun (Kenneth) Li Chief Financial Officer | 385.9K | 38.6K | — | — | 264.2K | 14.6K | 703.2K | 0.00% | ↗ |
| 3 | 2024 | Randall Lehner General Counsel | 282.7K | 38.5K | — | — | 201.6K | 19.5K | 542.3K | 0.00% | ↗ |
| 4 | 2023 | C. (Dino) Xykis Chief Executive Officer | 472.7K | 317.7K | — | 216.5K | 383.8K | 58.5K | 1.45M | 14.94% | ↗ |
| 5 | 2023 | C. (Dino) Xykis CEO and Chief Technical Officer | 472.7K | 317.7K | — | 216.5K | 383.8K | 58.5K | 1.45M | 14.94% | ↗ |
| 6 | 2023 | Xun (Kenneth) Li CFO | 368.3K | 72.3K | — | — | 209.9K | 10.3K | 660.8K | 0.00% | ↗ |
| 7 | 2023 | Xun (Kenneth) Li Chief Financial Officer | 368.3K | 72.3K | — | — | 209.9K | 10.3K | 660.8K | 0.00% | ↗ |
| 8 | 2023 | Junhua Gu Interim General Counsel | 201.8K | 43.3K | — | — | 79.5K | 8.1K | 332.7K | 0.00% | ↗ |
| 9 | 2022 | C. (Dino) Xykis Chief Executive Officer and Chief Technical Officer; Former Interim Chief Executive Officer | 358.9K | 82.5K | — | 28.4K | 179.8K | 53.4K | 703.0K | 4.04% | ↗ |
| 10 | 2022 | C. (Dino) Xykis CEO and Chief Technical Officer | 358.9K | 82.5K | — | 28.4K | 179.8K | 53.4K | 703.0K | 4.04% | ↗ |
| 11 | 2022 | Lance M. Arnett Former Chief Executive Officer | 178.3K | — | — | 2.7K | — | 514.2K | 695.2K | 0.39% | ↗ |
| 12 | 2022 | Matthew Thomas Controller and Former Interim Chief Financial Officer | 222.7K | 82.3K | — | 2.8K | 81.9K | 5.0K | 394.7K | 0.72% | ↗ |
| 13 | 2022 | Junhua Gu Interim General Counsel | 188.1K | 18.9K | — | — | 39.3K | 4.0K | 250.3K | 0.00% | ↗ |
| 14 | 2022 | Xun (Kenneth) Li Chief Financial Officer | 117.7K | 33.8K | — | 42.4K | 46.7K | 2.2K | 242.8K | 17.46% | ↗ |
| 15 | 2022 | Xun (Kenneth) Li CFO | 117.7K | 33.8K | — | 42.4K | 46.7K | 1.9K | 242.5K | 17.48% | ↗ |
| 16 | 2021 | Lance M. Arnett Chief Executive Officer; Former Chief Commercial Officer | 401.3K | 40.1K | — | 307.5K | — | 17.5K | 766.4K | 40.13% | ↗ |
| 17 | 2021 | Lance M. Arnett Former Chief Executive Officer | 401.3K | 40.1K | — | 307.5K | — | 17.5K | 766.4K | 40.13% | ↗ |
| 18 | 2021 | Kenneth J. Winemaster Former Executive Vice President | 330.9K | 32.5K | — | — | — | 362.2K | 725.6K | 0.00% | ↗ |
| 19 | 2021 | C. (Dino) Xykis Chief Executive Officer and Chief Technical Officer; Former Interim Chief Executive Officer | 331.9K | 33.2K | — | 109.6K | — | 54.7K | 529.4K | 20.71% | ↗ |
| 20 | 2021 | C. (Dino) Xykis Chief Technical Officer | 331.9K | 33.2K | — | 109.6K | — | 54.7K | 529.4K | 20.71% | ↗ |
| 21 | 2021 | John P. Miller Former Chief Executive Officer and President | 45.0K | — | — | — | — | 450.1K | 495.1K | 0.00% | ↗ |
| 22 | 2020 | Charles F. Avery, Jr. Former Chief Financial Officer | 150.3K | — | — | — | — | 399.5K | 549.8K | 0.00% | ↗ |
| 23 | 2020 | Lance M. Arnett Chief Executive Officer; Former Chief Commercial Officer | 287.5K | 33.5K | — | 164.0K | — | 414.00 | 485.5K | 33.78% | ↗ |
| 24 | 2020 | Lance M. Arnett Chief Executive Officer and Former Chief Commercial Officer | 287.5K | 33.5K | — | 164.0K | — | 414.00 | 485.5K | 33.78% | ↗ |
| 25 | 2020 | Kenneth J. Winemaster Executive Vice President | 279.0K | 32.5K | — | — | — | 14.1K | 325.6K | 0.00% | ↗ |
| 26 | 2020 | Kenneth J. Winemaster Former Executive Vice President | 279.0K | 32.5K | — | — | — | 14.1K | 325.6K | 0.00% | ↗ |
| 27 | 2020 | John P. Miller Former Chief Executive Officer and President | 283.5K | 36.0K | — | — | — | 1.2K | 320.7K | 0.00% | ↗ |
| 28 | 2019 | John P. Miller Chief Executive Officer and President | 360.0K | 274.9K | — | — | — | 1.2K | 636.1K | 0.00% | ↗ |
| 29 | 2019 | John P. Miller Former Chief Executive Officer and President | 360.0K | 274.9K | — | — | — | 1.2K | 636.1K | 0.00% | ↗ |
| 30 | 2019 | Jason C. Lin Chief Technical Officer | 163.7K | 91.4K | 295.5K | — | — | 31.5K | 582.1K | 50.77% | ↗ |
| 31 | 2019 | Kenneth J. Winemaster Executive Vice President | 325.0K | 227.4K | — | — | — | 14.1K | 567.5K | 0.00% | ↗ |
| 32 | 2019 | Charles F. Avery, Jr. Former Chief Financial Officer | 300.0K | 156.0K | — | — | — | 18.4K | 474.4K | 0.00% | ↗ |
| 33 | 2018 | Charles F. Avery, Jr. Former Chief Financial Officer | 300.0K | — | 360.0K | — | — | 12.7K | 672.7K | 53.52% | ↗ |
| 34 | 2018 | John P. Miller Chief Executive Officer and President | 360.0K | 39.4K | — | — | — | — | 399.4K | 0.00% | ↗ |
| 35 | 2018 | Kenneth J. Winemaster Executive Vice President | 325.0K | 10.9K | — | — | — | 13.3K | 349.2K | 0.00% | ↗ |
| 36 | 2015 | Michael Lewis Chief Financial Officer | 66.7K | — | 777.6K | — | — | 17.8K | 862.1K | 90.20% | ↗ |
| 37 | 2015 | Gary Winemaster Chairman of the Board, Chief Executive Officer and President | 540.0K | — | — | — | — | 57.0K | 597.0K | 0.00% | ↗ |
| 38 | 2015 | Eric Cohen Chief Operating Officer | 500.0K | — | — | — | — | 13.4K | 513.4K | 0.00% | ↗ |
| 39 | 2015 | Daniel Gorey Former Chief Financial Officer | 289.8K | — | 26.4K | — | — | 30.6K | 346.9K | 7.61% | ↗ |
| 40 | 2015 | Kenneth Winemaster Senior Vice President | 272.5K | — | — | — | — | 40.2K | 312.7K | 0.00% | ↗ |
| 41 | 2014 | Gary Winemaster Chairman of the Board, Chief Executive Officer and President | 540.0K | 380.0K | — | — | — | 51.0K | 971.0K | 0.00% | ↗ |
| 42 | 2014 | Gary Winemaster Chairman of the Board, Chief Executive Officer and President | 540.0K | 380.0K | — | — | — | 51.0K | 971.0K | 0.00% | ↗ |
| 43 | 2014 | Eric Cohen Chief Operating Officer | 500.0K | 100.0K | — | — | — | 13.5K | 613.5K | 0.00% | ↗ |
| 44 | 2014 | Eric Cohen Chief Operating Officer | 500.0K | 100.0K | — | — | — | 13.5K | 613.5K | 0.00% | ↗ |
| 45 | 2014 | Daniel Gorey Former Chief Financial Officer | 285.0K | 200.0K | — | — | — | — | 485.0K | 0.00% | ↗ |
| 46 | 2014 | Daniel Gorey Chief Financial Officer | 285.0K | 200.0K | — | — | — | — | 485.0K | 0.00% | ↗ |
| 47 | 2014 | Kenneth Winemaster Senior Vice President | 272.5K | 170.0K | — | — | — | 33.4K | 475.9K | 0.00% | ↗ |
| 48 | 2014 | Kenneth Winemaster Senior Vice President | 272.5K | 170.0K | — | — | — | 33.4K | 475.9K | 0.00% | ↗ |
| 49 | 2013 | Gary Winemaster Chairman of the Board, Chief Executive Officer and President | 540.0K | 400.0K | — | — | — | 49.1K | 989.1K | 0.00% | ↗ |
| 50 | 2013 | Gary Winemaster Chairman of the Board, Chief Executive Officer and President | 540.0K | 400.0K | — | — | — | 49.1K | 989.1K | 0.00% | ↗ |
| 51 | 2013 | Eric Cohen Chief Operating Officer | 500.1K | 200.0K | — | — | — | — | 700.1K | 0.00% | ↗ |
| 52 | 2013 | Eric Cohen Chief Operating Officer | 500.1K | 200.0K | — | — | — | — | 700.1K | 0.00% | ↗ |
| 53 | 2013 | Kenneth Winemaster Senior Vice President | 272.5K | 200.0K | — | — | — | 33.7K | 506.2K | 0.00% | ↗ |
| 54 | 2013 | Kenneth Winemaster Senior Vice President | 272.5K | 200.0K | — | — | — | 33.7K | 506.2K | 0.00% | ↗ |
| 55 | 2013 | Daniel Gorey Former Chief Financial Officer | 285.0K | 100.0K | 120.0K | — | — | — | 505.0K | 23.76% | ↗ |
| 56 | 2013 | Daniel Gorey Chief Financial Officer | 285.0K | 100.0K | 120.0K | — | — | — | 505.0K | 23.76% | ↗ |
| 57 | 2012 | Eric Cohen Chief Operating Officer | 350.0K | 275.0K | — | 1.80M | — | — | 2.41M | 74.61% | ↗ |
| 58 | 2012 | Eric Cohen Chief Operating Officer | 254.6K | 262.5K | 1.80M | — | — | — | 2.32M | 77.68% | ↗ |
| 59 | 2012 | Gary Winemaster Chairman of the Board, Chief Executive Officer and President | 540.0K | — | — | — | — | 54.8K | 594.8K | 0.00% | ↗ |
| 60 | 2012 | Thomas Somodi Chief Strategy Officer | 500.0K | — | — | — | — | — | 500.0K | 0.00% | ↗ |
| 61 | 2012 | Daniel Gorey Chief Financial Officer | 275.0K | 75.0K | — | — | — | — | 350.0K | 0.00% | ↗ |
| 62 | 2012 | Daniel Gorey Chief Financial Officer | 275.0K | 75.0K | — | — | — | — | 350.0K | 0.00% | ↗ |
| 63 | 2012 | Kenneth Winemaster Senior Vice President | 272.5K | — | — | — | — | 35.2K | 307.7K | 0.00% | ↗ |
| 64 | 2011 | Gary Winemaster Chairman of the Board, Chief Executive Officer and President | 500.0K | — | — | — | — | 52.4K | 552.4K | 0.00% | ↗ |
| 65 | 2011 | Thomas Somodi Chief Strategy Officer | 500.0K | — | — | — | — | 29.3K | 529.3K | 0.00% | ↗ |
| 66 | 2011 | Thomas Somodi Chief Operating | 500.0K | — | — | — | — | 29.3K | 529.3K | 0.00% | ↗ |
| 67 | 2011 | Kenneth Winemaster Senior Vice President | 250.0K | — | — | — | — | 35.1K | 285.1K | 0.00% | ↗ |
| 68 | 2011 | Kenneth Winemaster Senior Vice President and Secretary | 250.0K | — | — | — | — | 35.1K | 285.1K | 0.00% | ↗ |
| 69 | 2011 | Ryan Neely | — | — | — | — | — | — | — | — | ↗ |
| 70 | 2010 | Thomas Somodi Chief Operating | 500.0K | — | — | — | — | 41.9K | 541.9K | 0.00% | ↗ |
| 71 | 2010 | Gary Winemaster Chairman of the Board, | 500.0K | — | — | — | — | 37.7K | 537.7K | 0.00% | ↗ |
| 72 | 2010 | Kenneth Winemaster Senior Vice President and Secretary | 250.0K | — | — | — | — | 40.3K | 290.3K | 0.00% | ↗ |
| 73 | 2010 | Ryan Neely | 30.0K | — | — | — | — | — | 30.0K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Constantine Xykis | Chief Executive Officer | 2M | male |
| Xun Li | Chief Financial Officer | 1M | male |
| Jason C. Lin | Chief Quality Officer | 421.9K | male |
| Matthew Thomas | Corporate Controller | 391.9K | male |
| William Alan Buzogany | VP of Human Resources & Senior Counsel | 385.1K | male |
| Zhaoying Du | General Counsel & Corporate Secretary | 277.4K | female |
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Community Opinion for PSIX
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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