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Quest Resource Holding Corporation (QRHC)

USD1.34 -0.01 (-0.74%)
US NASDAQ Industrials Waste Management
Address 3481 Plano Parkway 75056
The Colony, TX, US
CEO Perry W. Moss
Website qrhc.com
IPO 2010-01-05
CIK 1442236 ISIN US74836W2035

Explore sections of this company profile

Description

Quest Resource Holding Corporation (QRHC) is a U.S.-based enterprise dedicated to delivering holistic solutions for the management, recycling, and repurposing of diverse waste streams and recyclable materials. The company's extensive service portfolio includes the collection, processing, and responsible disposal of a wide array of waste products. This encompasses automotive-related waste like motor oil, lubricants, oil filters, scrap tires, and oily water, as well as services for goods destruction. QRHC also handles organic wastes such as food waste, meat renderings, cooking oil, and grease trap waste. Furthermore, they manage common recyclables including plastics, cardboard, metal, glass, and mixed paper, alongside construction debris, and a broad spectrum of both regulated and unregulated solid, liquid, and gaseous waste materials. Supplemental offerings include the provision of antifreeze and windshield washer fluid, waste containment and compaction equipment (like dumpsters and compactors), and other ancillary support services. A core aspect of their mission is to provide landfill diversion strategies. QRHC caters to a varied clientele across numerous industries. This includes major retail operations (such as big box stores, grocers, and other retailers); the automotive sector, encompassing maintenance facilities, quick lubes, dealerships, and collision repair centers; transportation and logistics companies, including those with internal fleet operations; manufacturing facilities; multi-family residences and commercial properties; restaurant chains and food service operations; and construction and demolition project sites. The company promotes its services to these sectors through a direct sales force and strategic collaborative partnerships. Founded in 2002, the organization initially operated under the name Infinity Resources Holdings Corp. before officially rebranding as Quest Resource Holding Corporation in October 2013. Its corporate headquarters are situated in The Colony, Texas.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD1.34 -0.01 (-0.74%)
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Volume Profile
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Liquidity & share structure
Average Volume
45.6K
Beta
0.19
Float Shares
15.53M
Free Float %
74.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.93% -4.50% -5.36% -48.04% -30.72% -43.01% -57.09% -80.73% -67.58% -67.68% -91.17%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (8 ratings, all time) Buy
Price Targets & DCF
Current price
1.34
Low 6.50 +385.1%
Consensus 9.75 +627.6%
Median 9.75 +627.6%
High 13.00 +870.1%
DCF (Unlevered) 3.61 +169.1%

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

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 2 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 2
9.75
+627.6%
Quality scores
Altman Z-Score
0.56
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Waste Management: +4.3%
    -13.3% Q1'26: -9.8% (vs Q1'25)
  • EPS growth Waste Management: +10.8%
    +0.0% Q1'26: +78.0% (vs Q1'25)
  • FCF margin FCF growth · Waste Management: +46.5%
    +2.0% Q1'26: -0.4% (vs Q1'25)
  • EBIT margin Waste Management: +13.2%
    -0.2% Q1'26: +0.4% (vs Q1'25)
  • ROIC Waste Management: +6.2%
    -0.4% Q1'26: +0.9% (vs Q1'25)
  • Share dilution Waste Management: +0.0%
    +1.9% Q1'26: +1.6% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Waste Management: 1.12×
    13.24× Q1'26: 11.11× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.21) × ERP
WACC = 26% × Ke + 74% × Kd (14.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 3.57 Current price: 1.34
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric 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
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Revenue
170.14M
est: 171.00M (-0.5%)
183.81M
est: 186.63M (-1.5%)
138.35M
est: 147.70M (-6.3%)
103.81M
est: 105.26M (-1.4%)
98.98M
est: 100.36M (-1.4%)
98.66M
est: 95.18M (+3.7%)
155.72M
est: 149.15M (+4.4%)
284.04M
est: 292.78M (-3.0%)
288.38M
est: 285.56M (+1.0%)
288.53M
est: 292.23M (-1.3%)
250.22M
est: 252.46M (-0.9%)
257.25M
257.00M – 257.50M
+1.9% YoY
272.60M
272.33M – 272.87M
+6.0% YoY
EBITDA
-2.66M
est: 7.83M (-133.9%)
-3.64M
est: 8.54M (-142.6%)
-1.20M
est: 6.76M (-117.7%)
884.0K
est: 4.82M (-81.7%)
2.00M
est: 4.59M (-56.5%)
2.95M
est: 4.36M (-32.3%)
9.12M
est: 6.83M (+33.5%)
14.45M
est: 13.40M (+7.8%)
14.40M
est: 12.48M (+15.3%)
11.44M
est: 12.78M (-10.5%)
4.91M
est: 11.04M (-55.5%)
11.25M
11.23M – 11.26M
+1.9% YoY
11.92M
11.91M – 11.93M
+6.0% YoY
EBIT
-7.23M
est: 3.18M (-327.4%)
-7.81M
est: 3.47M (-325.0%)
-5.35M
est: 2.75M (-294.9%)
-2.00M
est: 1.96M (-202.3%)
595.5K
est: 1.87M (-68.1%)
1.67M
est: 1.77M (-5.5%)
6.35M
est: 2.77M (+129.0%)
4.48M
est: 5.44M (-17.7%)
4.45M
est: 4.26M (+4.5%)
1.16M
est: 4.36M (-73.3%)
-366.0K
est: 3.76M (-109.7%)
3.84M
3.83M – 3.84M
+1.9% YoY
4.06M
4.06M – 4.07M
+6.0% YoY
Net Income
-7.45M
est: -8.25M (+9.7%)
-8.05M
est: -12.16M (+33.9%)
-5.82M
est: -7.01M (+17.0%)
-2.44M
est: -3.61M (+32.4%)
-55.2K
1.03M
est: 1.34M (-22.8%)
1.69M
est: 1.51M (+11.8%)
-6.05M
est: 7.42M (-181.5%)
-7.29M
est: -6.75M (-8.0%)
-15.06M
est: 1.89M (-897.1%)
-15.38M
est: -4.14M (-271.4%)
-2.62M
-2.63M – -2.62M
+36.6% YoY
629.9K
629.1K – 630.8K
+124.0% YoY
SGA
16.30M
est: 14.17M (+15.0%)
18.17M
est: 15.47M (+17.5%)
17.08M
est: 12.24M (+39.5%)
16.16M
est: 8.72M (+85.3%)
16.82M
est: 8.32M (+102.2%)
16.22M
est: 7.89M (+105.6%)
19.89M
est: 12.36M (+60.9%)
34.73M
est: 24.26M (+43.1%)
est: 22.87M (-100.0%)
est: 23.40M (-100.0%)
37.63M
est: 20.22M (+86.2%)
20.60M
20.58M – 20.62M
+1.9% YoY
21.83M
21.81M – 21.85M
+6.0% YoY
EPS
-0.53
est: -0.40 (-32.5%)
-0.55
est: -0.59 (+6.8%)
-0.38
est: -0.34 (-11.8%)
-0.16
est: -0.18 (+8.6%)
0.00
0.05
est: 0.07 (-23.4%)
0.09
est: 0.07 (+22.0%)
-0.31
est: 0.36 (-186.1%)
-0.36
est: -0.32 (-12.0%)
-0.73
est: 0.09 (-911.1%)
-0.73
est: -0.20 (-270.1%)
-0.13
-0.13 – -0.12
+36.6% YoY
0.03
0.03 – 0.03
+124.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-06 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-05 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-04 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-01 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-30 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-29 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-28 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-27 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-24 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-23 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-22 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-21 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-20 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-17 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-16 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
7.92M
OE per share TTM
0.38
Owner's Yield
34.58%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
2.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
6
Total invested
889.1K
Insider transactions (90d)
2
Beneficial owners (>5%)
14
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 JoSHUA Landes 2.30M 12.10% 2.30M 2.30M IN Delaware 2022-02-14
2 NELSON OBUS 2.30M 12.10% 2.30M 2.30M IN Delaware 2022-02-14
3 WYNNEFIELD CAPITAL MANAGEMENT, LLC 13-4018186 1.78M 9.40% 1.78M 1.78M OO New York 2022-02-14
4 WYNNEFIELD PARTNERS SMALL CAP VALUE, L.P. I 13-3953291 1.08M 5.70% 1.08M 1.08M PN Delaware 2022-02-14
5 WYNNEFIELD PARTNERS SMALL CAP VALUE, L.P. 13-3688497 707.1K 3.70% 707.1K 707.1K PN Delaware 2022-02-14
6 Federated Hermes, Inc. 477.8K 2.51% 477.8K 477.8K HC Citizenship or place of Organization 2021-12-10
7 J. Christopher Donahue 477.8K 2.51% 477.8K 477.8K IN Citizenship or place of Organization 2021-12-10
8 Rhodora J. Donahue 477.8K 2.51% 477.8K 477.8K IN Citizenship or place of Organization 2021-12-10
9 Thomas R. Donahue 477.8K 2.51% 477.8K 477.8K IN Citizenship or place of Organization 2021-12-10
10 Voting Shares Irrevocable Trust 477.8K 2.51% 477.8K 477.8K OO Citizenship or place of Organization 2021-12-10
11 WYNNEFIELD CAPITAL, INC. PROFIT SHARING PLAN 264.8K 1.40% 264.8K 264.8K EP Delaware 2022-02-14
12 No.) 254.0K 1.30% 254.0K 254.0K CO Cayman Islands 2022-02-14
13 WYNNEFIELD CAPITAL, INC. 13-3688495 254.0K 1.30% 254.0K 254.0K CO Delaware 2022-02-14
14 I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (Entities Only) 9.00 11.00% 1.01M 1.01M Texas 2019-11-04

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
6
-36 vs prev Q
New positions
1
Closed positions
37
Increased
1
Reduced
3
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VERADACE CAPITAL MANAGEMENT LLC 1.26M +1.3M (+100.0%) 2.34B +2.3B (+100.0%) 5.97% +5.973 pp 1.43% +1.428 pp USD1.86 +0.0% 1 qtrs NEW
2 WYNNEFIELD CAPITAL INC 2.73M +— (+0.0%) 5.09M +820.3K (+19.2%) 13.00% -0.060 pp 2.86% +0.296 pp USD3.62 -48.6% 36 qtrs
3 VANGUARD GROUP INC 792.8K +7.3K (+0.9%) 1.47M +249.2K (+20.3%) 3.77% +0.018 pp 0.00% +0.000 pp USD6.34 -70.7% 27 qtrs
4 KENNEDY CAPITAL MANAGEMENT LLC 319.9K +4.9K (+1.6%) 595.0K +103.7K (+21.1%) 1.52% +0.017 pp 0.01% +0.002 pp USD5.09 -63.5% 9 qtrs
5 LPL FINANCIAL LLC 312.5K +1.2K (+0.4%) 581.2K +95.6K (+19.7%) 1.49% -0.001 pp 0.00% +0.000 pp USD3.79 -50.9% 6 qtrs
6 MINK BROOK ASSET MANAGEMENT LLC 295.6K -8.8K (-2.9%) 549.8K +74.9K (+15.8%) 1.41% -0.049 pp 0.35% +0.028 pp USD1.86 +0.0% 3 qtrs
7 TRUIST FINANCIAL CORP 276.2K +— (+0.0%) 513.8K +82.9K (+19.2%) 1.31% -0.006 pp 0.00% +0.000 pp USD5.98 -68.9% 5 qtrs
8 SKYLANDS CAPITAL, LLC 197.0K -7.9K (-3.8%) 366.3K +46.8K (+14.6%) 0.94% -0.042 pp 0.05% +0.006 pp USD4.17 -55.4% 27 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 165.3K +— (+0.0%) 307.5K +49.6K (+19.2%) 0.79% -0.004 pp 0.00% +0.000 pp USD7.23 -74.3% 38 qtrs
10 PERRITT CAPITAL MANAGEMENT INC 147.3K +56.6K (+62.4%) 274.0K +132.5K (+93.6%) 0.70% +0.267 pp 0.46% +0.391 pp USD2.62 -29.0% 32 qtrs
11 SENTINUS, LLC 147.3K +147.3K (+100.0%) 274.0K +274.0K (+100.0%) 0.70% +0.701 pp 0.03% +0.026 pp USD1.86 +0.0% 1 qtrs NEW
12 RENAISSANCE TECHNOLOGIES LLC 134.3K -17.9K (-11.8%) 249.8K +12.4K (+5.2%) 0.64% -0.088 pp 0.00% +0.000 pp USD4.13 -55.0% 38 qtrs
13 GSA CAPITAL PARTNERS LLP 109.8K +65.4K (+147.2%) 204.0K +135.0K (+195.7%) 0.52% +0.310 pp 0.02% +0.012 pp USD3.32 -44.0% 6 qtrs
14 MILLENNIUM MANAGEMENT LLC 92.5K -14.3K (-13.4%) 172.1K +5.4K (+3.2%) 0.44% -0.071 pp 0.00% +0.000 pp USD2.02 -7.9% 3 qtrs
15 DIMENSIONAL FUND ADVISORS LP 83.2K -135.9K (-62.0%) 154.9K -186.9K (-54.7%) 0.40% -0.651 pp 0.00% +0.000 pp USD6.28 -70.4% 32 qtrs
16 BLACKROCK, INC. 62.0K -3.4K (-5.3%) 115.2K +13.2K (+12.9%) 0.29% -0.018 pp 0.00% +0.000 pp USD7.92 -76.5% 6 qtrs
17 SEI INVESTMENTS CO 61.3K +61.3K (+100.0%) 114.1K +114.1K (+100.0%) 0.29% +0.292 pp 0.00% +0.000 pp USD1.86 +0.0% 1 qtrs NEW
18 TWO SIGMA INVESTMENTS, LP 56.0K +56.0K (+100.0%) 104.1K +104.1K (+100.0%) 0.27% +0.266 pp 0.00% +0.000 pp USD1.86 +0.0% 1 qtrs NEW
19 STATE STREET CORP 51.9K +— (+0.0%) 96.6K +15.6K (+19.2%) 0.25% -0.001 pp 0.00% +0.000 pp USD8.04 -76.9% 19 qtrs
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 51.1K +40.8K (+396.1%) 95.1K +79.0K (+491.6%) 0.24% +0.194 pp 0.00% +0.000 pp USD2.51 -25.9% 18 qtrs
21 CITADEL ADVISORS LLC 45.1K -5.5K (-10.9%) 83.9K +4.9K (+6.2%) 0.21% -0.027 pp 0.00% +0.000 pp USD3.61 -48.5% 13 qtrs
22 GOLDMAN SACHS GROUP INC 37.2K -32.7K (-46.8%) 69.2K -39.9K (-36.6%) 0.18% -0.157 pp 0.00% +0.000 pp USD3.99 -53.4% 8 qtrs
23 NORTHERN TRUST CORP 36.4K -1.5K (-4.0%) 67.6K +8.6K (+14.5%) 0.17% -0.008 pp 0.00% +0.000 pp USD6.92 -73.1% 21 qtrs
24 PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 34.8K +— (+0.0%) 64.7K +10.4K (+19.2%) 0.17% -0.001 pp 0.01% +0.000 pp USD7.74 -76.0% 6 qtrs
25 GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P. 31.5K +686.0 (+2.2%) 58.5K +10.3K (+21.4%) 0.15% +0.003 pp 0.01% +0.003 pp USD3.34 -44.3% 5 qtrs
26 JANE STREET GROUP, LLC 27.2K +13.0K (+91.4%) 50.7K +28.5K (+128.2%) 0.13% +0.062 pp 0.00% +0.000 pp USD1.94 -4.1% 3 qtrs
27 XTX TOPCO LTD 23.5K -9.4K (-28.6%) 43.8K -7.7K (-14.9%) 0.11% -0.046 pp 0.00% -0.002 pp USD1.95 -4.6% 4 qtrs
28 TWO SIGMA SECURITIES, LLC 17.8K +7.0K (+65.4%) 33.1K +16.3K (+97.3%) 0.08% +0.033 pp 0.00% +0.002 pp USD1.68 +10.7% 2 qtrs
29 CRESSET ASSET MANAGEMENT, LLC 16.5K +— (+0.0%) 30.8K +5.0K (+19.2%) 0.08% 0.000 pp 0.00% +0.000 pp USD2.60 -28.5% 4 qtrs
30 QUBE RESEARCH & TECHNOLOGIES LTD 15.5K -2.9K (-15.5%) 28.9K +202.0 (+0.7%) 0.07% -0.014 pp 0.00% +0.000 pp USD2.02 -7.9% 3 qtrs
31 TOWER RESEARCH CAPITAL LLC (TRC) 2.2K -2.2K (-50.2%) 4.0K -2.8K (-40.7%) 0.01% -0.011 pp 0.00% 0.000 pp USD3.56 -47.8% 25 qtrs
32 TD WATERHOUSE CANADA INC. 2.0K +— (+0.0%) 3.7K +580.0 (+18.8%) 0.01% +0.000 pp 0.00% +0.000 pp USD8.72 -78.7% 7 qtrs
33 SBI SECURITIES CO., LTD. 1.8K +— (+0.0%) 3.3K +532.0 (+19.2%) 0.01% +0.000 pp 0.00% +0.000 pp USD3.40 -45.3% 5 qtrs
34 MORGAN STANLEY 1.7K -2.0 (-0.1%) 3.2K +507.0 (+19.1%) 0.01% +0.000 pp 0.00% +0.000 pp USD6.28 -70.4% 21 qtrs
35 UBS GROUP AG 998.00 +931.0 (+1,389.6%) 1.9K +1.8K (+1,667.6%) 0.00% +0.004 pp 0.00% +0.000 pp USD2.24 -17.0% 9 qtrs
36 SIMPLEX TRADING, LLC 890.00 +890.0 (+100.0%) 1.7K +1.7K (+100.0%) 0.00% +0.004 pp 0.00% +0.000 pp USD1.86 +0.0% 3 qtrs
37 NORTH STAR INVESTMENT MANAGEMENT CORP. 289.00 +289.0 (+100.0%) 538.00 +538.0 (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD1.86 +0.0% 1 qtrs NEW
38 BNP PARIBAS ARBITRAGE, SNC 195.00 -93.0 (-32.3%) 363.00 -86.0 (-19.2%) 0.00% 0.000 pp 0.00% +0.000 pp USD8.43 -77.9% 7 qtrs
39 BANK OF AMERICA CORP /DE/ 53.00 -17.0 (-24.3%) 99.00 -10.0 (-9.2%) 0.00% 0.000 pp 0.00% +0.000 pp USD7.49 -75.2% 14 qtrs
40 EVERSOURCE WEALTH ADVISORS, LLC 26.00 -56.0 (-68.3%) 48.00 -80.0 (-62.5%) 0.00% 0.000 pp 0.00% +0.000 pp USD2.00 -7.0% 4 qtrs
41 OPTIVER HOLDING B.V. 5.00 -1.0 (-16.7%) 9.00 +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.40 +32.9% 2 qtrs
42 BARCLAYS PLC 1.00 -26.5K (-100.0%) 2.00 -211.2K (-100.0%) 0.00% -0.126 pp 0.00% 0.000 pp USD1.00 +86.0% 10 qtrs
43 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. -111.7K (-100.0%) -174.2K (-100.0%) 0.00% -0.533 pp 0.00% -0.010 pp USD 22 qtrs SOLD
44 NEEDHAM INVESTMENT MANAGEMENT LLC -157.5K (-100.0%) -245.7K (-100.0%) 0.00% -0.752 pp 0.00% -0.017 pp USD 6 qtrs SOLD
45 ROYAL BANK OF CANADA -6.2K (-100.0%) -10.0K (-100.0%) 0.00% -0.030 pp 0.00% +0.000 pp USD 17 qtrs SOLD
46 CONNORS INVESTOR SERVICES INC -50.0K (-100.0%) -78.0K (-100.0%) 0.00% -0.239 pp 0.00% -0.007 pp USD 27 qtrs SOLD
47 CITIGROUP INC -464.0 (-100.0%) -724.0 (-100.0%) 0.00% -0.002 pp 0.00% +0.000 pp USD 10 qtrs SOLD
48 CHAPIN DAVIS, INC. -20.0K (-100.0%) -31.2K (-100.0%) 0.00% -0.096 pp 0.00% -0.008 pp USD 4 qtrs SOLD
49 SQUAREPOINT OPS LLC -80.4K (-100.0%) -125.5K (-100.0%) 0.00% -0.384 pp 0.00% 0.000 pp USD 4 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 11 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Vanguard Extended Market ETF VXF 0.00% 162.9K 0.05%
2 Vanguard U.S. Total Market Shares Index ETF VTS.AX 0.00% 1.4K 0.03%
3 Vanguard U.S. Total Market Index ETF VUN.TO 0.00% 3.8K 0.17%
4 Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO 0.00% 277.67 0.17%
5 Vanguard Total Stock Market ETF VTI 0.00% 642.4K 0.03%
6 Vanguard All-Equity ETF Portfolio VEQT.TO 0.00% 1.4K 0.22%
7 Vanguard Growth ETF Portfolio VGRO.TO 0.00% 766.51 0.22%
8 Vanguard Balanced ETF Portfolio VBAL.TO 0.00% 309.55 0.22%
9 Vanguard Conservative ETF Portfolio VCNS.TO 0.00% 34.15 0.22%
10 Vanguard Conservative Income ETF Portfolio VCIP.TO 0.00% 4.81 0.22%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
11.00
Bullish
Ratio by volume
2.56
Bullish
Buys
11
Sells
1
Shares acquired
62.8K
Shares disposed
24.6K
Cash buys
3.00
Cash sales
Net activity
+38,235
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-30 Nolan Stephen A Director A-Award A Common Stock 3,097 1.13 3.5K 95,420 D
2026-04-30 FRIEDBERG DANIEL M. Director / 10% Owner A-Award A Common Stock 13,289 1.13 15.0K 97,068 D
2026-04-03 Moss Perry W. Officer A-Award A Common Stock 20,114 1.18 23.7K 351,418 D
2026-04-03 Johnston Brett Wade Officer A-Award A Common Stock 5,767 1.18 6.8K 93,350 D
2026-03-31 Nolan Stephen A Director A-Award A Common Stock 2,941 1.19 3.5K 92,323 D
2026-03-31 FRIEDBERG DANIEL M. Director / 10% Owner A-Award A Common Stock 12,619 1.19 15.0K 83,779 D
2026-03-19 FRIEDBERG DANIEL M. Director / 10% Owner P-Purchase A Common Stock 8,500 0.87 7.4K 49,085 D
2026-03-18 Lipstein Robert J Director P-Purchase A Common Stock 11,000 0.90 9.9K 48,500 D
2026-03-16 Culpepper Glenn Director P-Purchase A Common Stock 5,000 1.16 5.8K 61,585 D
2026-03-12 Moss Perry W. Officer F-InKind D Common Stock 24,571 1.45 35.6K 331,304 D
2026-02-28 Tomolonius Sarah Director A-Award A Common Stock 1,988 1.76 3.5K 43,710 D
2026-02-28 Nolan Stephen A Director A-Award A Common Stock 1,988 1.76 3.5K 89,382 D
2026-02-28 FRIEDBERG DANIEL M. Director / 10% Owner A-Award A Common Stock 8,532 1.76 15.0K 71,160 D
2026-01-31 Tomolonius Sarah Director A-Award A Common Stock 1,627 2.15 3.5K 41,722 D
2026-01-31 Nolan Stephen A Director A-Award A Common Stock 1,627 2.15 3.5K 87,394 D
2026-01-31 FRIEDBERG DANIEL M. Director / 10% Owner A-Award A Common Stock 6,984 2.15 15.0K 62,628 D
2025-12-31 Tomolonius Sarah Director A-Award A Common Stock 1,881 1.86 3.5K 40,095 D
2025-12-31 Nolan Stephen A Director A-Award A Common Stock 1,881 1.86 3.5K 85,767 D
2025-12-31 FRIEDBERG DANIEL M. Director / 10% Owner A-Award A Common Stock 8,073 1.86 15.0K 55,644 D
2025-12-23 Culpepper Glenn Director P-Purchase A Common Stock 5,000 1.96 9.8K 56,585 D
2025-11-30 Tomolonius Sarah Director A-Award A Common Stock 1,861 1.88 3.5K 38,214 D
2025-11-30 Nolan Stephen A Director A-Award A Common Stock 1,861 1.88 3.5K 83,886 D
2025-11-30 FRIEDBERG DANIEL M. Director / 10% Owner A-Award A Common Stock 7,987 1.88 15.0K 47,571 D
2025-10-31 Tomolonius Sarah Director A-Award A Common Stock 2,302 1.52 3.5K 36,353 D
2025-10-31 Nolan Stephen A Director A-Award A Common Stock 2,302 1.52 3.5K 82,025 D
2025-10-27 KITT BARRY M 10% Owner P-Purchase A Common Stock, $0.001 par value per share 62,867 1.36 85.5K 2,692,248 I
2025-10-24 KITT BARRY M 10% Owner P-Purchase A Common Stock, $0.001 par value per share 33,480 1.33 44.5K 2,629,381 I
2025-10-23 KITT BARRY M 10% Owner P-Purchase A Common Stock, $0.001 par value per share 103,412 1.26 130.6K 2,595,901 I
2025-09-30 Tomolonius Sarah Director A-Award A Common Stock 2,243 1.56 3.5K 34,051 D
2025-09-30 Nolan Stephen A Director A-Award A Common Stock 2,243 1.56 3.5K 79,723 D
2025-09-02 Dunning Audrey Director P-Purchase A Common Stock 4,000 1.82 7.3K 52,485 D
2025-08-31 Tomolonius Sarah Director A-Award A Common Stock 1,871 1.87 3.5K 31,808 D
2025-08-31 Nolan Stephen A Director A-Award A Common Stock 1,871 1.87 3.5K 77,480 D
2025-08-20 FRIEDBERG DANIEL M. Director / 10% Owner P-Purchase A Common Stock 17,232 1.60 27.5K 2,842,353 I
2025-08-14 Lipstein Robert J Director P-Purchase A Common Stock 15,000 1.70 25.4K 37,500 D
2025-08-14 Culpepper Glenn Director P-Purchase A Common Stock 5,000 1.68 8.4K 51,585 D
2025-08-13 Tomolonius Sarah Director A-Award A Common Stock 20,000 0.00 44,335 D
2025-08-13 Sweitzer David P Officer A-Award A Common Stock 50,000 0.00 80,900 D
2025-08-13 Nolan Stephen A Director A-Award A Common Stock 20,000 0.00 112,585 D
2025-08-13 Moss Perry W. Officer A-Award A Common Stock 100,000 0.00 355,875 D
2025-08-13 Lipstein Robert J Director A-Award A Common Stock 20,000 0.00 22,500 D
2025-08-13 Johnston Brett Wade Officer A-Award A Common Stock 40,000 0.00 87,583 D
2025-08-13 FRIEDBERG DANIEL M. Director / 10% Owner A-Award A Common Stock 20,000 0.00 40,585 D
2025-08-13 Dunning Audrey Director A-Award A Common Stock 20,000 0.00 48,485 D
2025-08-13 Culpepper Glenn Director A-Award A Common Stock 20,000 0.00 46,585 D
2025-08-12 Tomolonius Sarah Director M-Exempt D Restricted Stock Units 10,409 0.00 0 D
2025-08-12 Nolan Stephen A Director M-Exempt A Common Stock 10,409 0.00 92,585 D
2025-08-12 FRIEDBERG DANIEL M. Director / 10% Owner M-Exempt A Common Stock 10,409 0.00 20,585 D
2025-08-12 Dunning Audrey Director M-Exempt D Restricted Stock Unit 10,409 0.00 0 D
2025-08-12 Culpepper Glenn Director M-Exempt A Common Stock 10,409 0.00 26,585 D
2025-07-31 Tomolonius Sarah Director A-Award A Common Stock 1,741 2.01 3.5K 29,937 D
2025-07-31 Nolan Stephen A Director A-Award A Common Stock 1,741 2.01 3.5K 75,609 D
2025-06-30 Tomolonius Sarah Director A-Award A Common Stock 1,732 2.02 3.5K 28,196 D
2025-06-30 Nolan Stephen A Director A-Award A Common Stock 1,732 2.02 3.5K 73,868 D
2025-06-26 Sweitzer David P Officer M-Exempt D Restricted Stock Unit 8,333 0.00 16,667 D
2025-06-26 Moss Perry W. Officer F-InKind D Common Stock 2,058 2.31 4.8K 255,875 D
2025-06-26 Johnston Brett Wade Officer M-Exempt D Restricted Stock Unit 6,667 0.00 13,333 D
2025-05-31 Tomolonius Sarah Director A-Award A Common Stock 1,590 2.20 3.5K 26,464 D
2025-05-31 Nolan Stephen A Director A-Award A Common Stock 1,590 2.20 3.5K 72,136 D
2025-05-31 Culpepper Glenn Director A-Award A Common Stock 2,386 2.20 5.2K 21,629 D
2025-05-07 Lipstein Robert J Director Common Stock 0 0.00 2,500 D
2025-04-30 Tomolonius Sarah Director A-Award A Common Stock 1,483 2.36 3.5K 24,874 D
2025-04-30 Nolan Stephen A Director A-Award A Common Stock 1,483 2.36 3.5K 70,546 D
2025-04-30 Culpepper Glenn Director A-Award A Common Stock 2,224 2.36 5.2K 19,243 D
2025-04-11 Hatch S. Ray Director M-Exempt A Common Stock 30,000 0.00 80,774 D
2025-03-31 Tomolonius Sarah Director A-Award A Common Stock 1,893 2.60 4.9K 23,391 D
2025-03-31 Nolan Stephen A Director A-Award A Common Stock 1,935 2.60 5.0K 69,063 D
2025-03-31 FRIEDBERG DANIEL M. Director / 10% Owner A-Award A Common Stock 11,472 2.60 29.8K 39,584 D
2025-03-31 Dunning Audrey Director A-Award A Common Stock 1,893 2.60 4.9K 1,893 D
2025-03-31 Culpepper Glenn Director A-Award A Common Stock 2,019 2.60 5.2K 17,019 D
2025-03-19 FRIEDBERG DANIEL M. Director / 10% Owner P-Purchase A Common Stock 2,574 2.96 7.6K 2,825,121 I
2025-03-18 Nolan Stephen A Director P-Purchase A Common Stock 4,000 2.99 11.9K 82,176 D
2025-03-18 FRIEDBERG DANIEL M. Director / 10% Owner P-Purchase A Common Stock 10,000 2.95 29.5K 2,822,547 I
2025-03-18 Dunning Audrey Director P-Purchase A Common Stock 2,500 3.04 7.6K 18,076 D
2025-03-17 Moss Perry W. Officer P-Purchase A Common Stock 16,338 3.01 49.2K 257,933 D
2025-03-17 Hatch S. Ray Director P-Purchase A Common Stock 5,000 2.86 14.3K 50,774 D
2025-03-12 Moss Perry W. Officer A-Award A Common Stock 214,600 0.00 241,595 D
2025-02-28 Tomolonius Sarah Director A-Award A Common Stock 765 4.57 3.5K 21,498 D
2025-02-28 Nolan Stephen A Director A-Award A Common Stock 765 4.57 3.5K 67,128 D
2025-01-31 Tomolonius Sarah Director A-Award A Common Stock 598 5.85 3.5K 15,598 D
2025-01-31 Nolan Stephen A Director A-Award A Common Stock 598 5.85 3.5K 49,597 D
2024-12-31 Tomolonius Sarah Director Common Stock 0 0.00 13,926 D
2024-12-31 Nolan Stephen A Director Common Stock 0 0.00 77,176 D
2024-12-31 FRIEDBERG DANIEL M. Director / 10% Owner Common Stock 0 0.00 2,812,547 I
2024-12-23 Culpepper Glenn Director P-Purchase A Common Stock 2,000 5.85 11.7K 6,000 D
2024-11-20 Dunning Audrey Director P-Purchase A Common Stock 1,400 6.71 9.4K 15,576 D
2024-11-14 Johnston Brett Wade Officer A-Award A Common Stock 1,489 6.00 8.9K 29,559 D
2024-11-14 Hatch S. Ray Director / Officer A-Award A Common Stock 1,625 6.00 9.8K 45,774 D
2024-11-12 Hatch S. Ray Director / Officer P-Purchase A Common Stock 2,817 7.17 20.2K 44,149 D
2024-08-22 Johnston Brett Wade Officer P-Purchase A Common Stock 1,500 8.03 12.0K 28,070
2024-08-20 Sweitzer David P Officer M-Exempt D Employee Stock Option (Right to Buy) 22,593 3.83 86.5K 0
2024-08-20 Hatch S. Ray Director / Officer P-Purchase A Common Stock 2,500 8.07 20.2K 41,332
2024-08-16 Tomolonius Sarah Director M-Exempt D Restricted Stock Units 10,176 0.00 0 D
2024-08-16 Nolan Stephen A Director M-Exempt D Restricted Stock Units 10,176 0.00 0 D
2024-08-16 FRIEDBERG DANIEL M. Director / 10% Owner M-Exempt D Restricted Stock Units 10,176 0.00 0 D
2024-08-16 Dunning Audrey Director M-Exempt D Restricted Stock Units 10,176 0.00 0 D
2024-08-16 Culpepper Glenn Director M-Exempt D Restricted Stock Units 10,176 0.00 0 D
2024-08-12 Tomolonius Sarah Director A-Award A Restricted Stock Unit 10,409 0.00 10,409
2024-08-12 Nolan Stephen A Director A-Award A Restricted Stock Unit 10,409 0.00 10,409
2024-08-12 FRIEDBERG DANIEL M. Director / 10% Owner A-Award A Restricted Stock Unit 10,409 0.00 10,409
2024-08-12 Dunning Audrey Director A-Award A Restricted Stock Unit 10,409 0.00 10,409
2024-08-12 Culpepper Glenn Director A-Award A Restricted Stock Unit 10,409 0.00 10,409
2024-06-26 Sweitzer David P Officer A-Award A Restricted Stock Unit 25,000 0.00 25,000
2024-06-26 Moss Perry W. Officer A-Award A Restricted Stock Unit 20,000 0.00 20,000
2024-06-26 Johnston Brett Wade Officer A-Award A Restricted Stock Unit 20,000 0.00 20,000
2024-06-26 Hatch S. Ray Director / Officer A-Award A Restricted Stock Unit 30,000 0.00 30,000
2024-06-24 Sweitzer David P Officer S-Sale D Common Stock 19,841 8.40 166.7K 8,511
2024-06-21 Sweitzer David P Officer M-Exempt A Common Stock 16,047 3.83 61.5K 24,558
2024-06-04 Moss Perry W. Officer D Common Stock 0 0.00 6,995
2024-05-31 Sweitzer David P Officer M-Exempt A Common Stock 1,519 3.83 5.8K 10,030
2024-05-30 Sweitzer David P Officer M-Exempt A Common Stock 10,500 2.62 27.5K 27,411
2024-05-30 Dunning Audrey Director P-Purchase A Common Stock 2,000 9.09 18.2K 4,000
2024-05-16 Culpepper Glenn Director P-Purchase A Common Stock 4,000 9.75 39.0K 4,000
2024-05-14 Johnston Brett Wade Officer A-Award A Common Stock 2,501 6.04 15.1K 26,570
2024-05-14 Hatch S. Ray Director / Officer A-Award A Common Stock 1,563 6.04 9.4K 38,832
2024-03-13 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock 15,658 6.94 108.6K 1,440,256
2023-12-20 Dunning Audrey Director P-Purchase A Common Stock 2,000 6.99 14.0K 2,000
2023-12-14 Sweitzer David P Officer M-Exempt A Common Stock 21,033 2.39 50.3K 29,544
2023-12-13 Sweitzer David P Officer M-Exempt D Employee Stock Option (Right to Buy) 2,526 2.39 6.0K 21,033
2023-12-13 Johnston Brett Wade Officer P-Purchase A Common Stock 3,000 6.16 18.5K 24,069
2023-12-12 Hatch S. Ray Director / Officer P-Purchase A Common Stock 2,000 6.26 12.5K 37,269
2023-12-11 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock 1,588 6.20 9.8K 1,275,369
2023-12-11 Sweitzer David P Officer M-Exempt D Employee Stock Option (Right to Buy) 47,256 2.39 112.9K 23,559
2023-12-08 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock 3,329 6.20 20.6K 1,426,737
2023-12-08 Sweitzer David P Officer S-Sale D Common Stock 43,768 6.32 276.4K 8,511
2023-12-07 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock 245 6.20 1.5K 1,270,610
2023-12-06 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock, $0.001 par value per share ("Common Stock") 898 6.91 6.2K 1,270,365
2023-12-05 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock 3,932 6.94 27.3K 1,269,467
2023-12-04 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock, $0.001 par value per share ("Common Stock") 100 6.97 697.00 1,265,535
2023-11-17 Miller Ronald L. Jr. Director M-Exempt D Director Stock Option (Right to Buy) 12,000 0.39 4.7K 48,000
2023-11-14 Johnston Brett Wade Officer A-Award A Common Stock 3,069 4.89 15.0K 21,069
2023-11-14 Hatch S. Ray Director / Officer A-Award A Common Stock 1,918 4.89 9.4K 35,269
2023-10-31 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock, $0.001 par value per share ("Common Stock") 607 7.25 4.4K 1,265,435
2023-10-30 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock 2,755 7.25 20.0K 1,418,338
2023-10-27 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock, $0.001 par value per share ("Common Stock") 1,563 7.25 11.3K 1,262,203
2023-10-26 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock 5,861 7.25 42.5K 1,260,640
2023-10-25 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock, $0.001 par value per share ("Common Stock") 1,011 7.25 7.3K 1,254,779
2023-10-24 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock 100 7.25 725.00 1,253,768
2023-10-23 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock 1,171 7.25 8.5K 1,407,791
2023-10-20 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock 3,391 7.21 24.4K 1,406,620
2023-10-19 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock 10,747 7.24 77.8K 1,403,229
2023-10-18 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock 12,430 7.22 89.8K 1,239,083
2023-10-17 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock, $0.001 par value per share ("Common Stock") 200 7.25 1.5K 1,226,653
2023-10-13 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock 181 7.25 1.3K 1,226,453
2023-10-12 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock, $0.001 par value per share ("Common Stock") 1,276 7.25 9.3K 1,226,272
2023-10-03 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock 188 7.25 1.4K 1,224,996
2023-10-02 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock, $0.001 par value per share ("Common Stock") 4,173 7.24 30.2K 1,224,808
2023-09-22 Sweitzer David P Officer M-Exempt A Common Stock 23,646 2.08 49.2K 32,157
2023-09-08 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock 1,410 7.24 10.2K 1,220,635
2023-09-07 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock, $0.001 par value per share ("Common Stock") 276 7.25 2.0K 1,219,225
2023-08-31 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock 366 7.20 2.6K 1,218,949
2023-08-30 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock, $0.001 par value per share ("Common Stock") 2,440 7.25 17.7K 1,218,583
2023-08-30 Sweitzer David P Officer M-Exempt A Common Stock 24,271 2.08 50.5K 32,782
2023-08-18 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock 1,111 7.25 8.1K 1,372,494
2023-08-17 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock 1,380 7.24 10.0K 1,371,383
2023-08-16 Tomolonius Sarah Director A-Award A Restricted Stock Unit 10,176 0.00 10,176
2023-08-16 Nolan Stephen A Director A-Award A Restricted Stock Unit 10,176 0.00 10,176
2023-08-16 Miller Ronald L. Jr. Director A-Award A Restricted Stock Unit 10,176 0.00 10,176
2023-08-16 FRIEDBERG DANIEL M. Director / 10% Owner A-Award A Restricted Stock Unit 10,176 0.00 10,176
2023-08-16 Dunning Audrey Director A-Award A Restricted Stock Unit 10,176 0.00 10,176
2023-08-16 Culpepper Glenn Director A-Award A Restricted Stock Unit 10,176 0.00 10,176
2023-08-15 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock 6,677 7.24 48.3K 1,370,003
2023-06-29 Dunning Audrey Director D No securities beneficially owned. 0 0.00 0
2023-06-16 Sweitzer David P Officer M-Exempt D Employee Stock Option (Right to Buy) 29,014 1.51 43.8K 0
2023-06-16 Johnston Brett Wade Officer P-Purchase A Common Stock 18,000 5.89 106.0K 18,000
2023-06-14 Sweitzer David P Officer S-Sale D Common Stock 5,986 6.02 36.0K 8,511
2023-05-17 Sweitzer David P Officer A-Award A Employee Stock Option (Right to Buy) 52,500 5.50 288.8K 52,500
2023-05-17 Johnston Brett Wade Officer A-Award A Employee Stock Option (Right to Buy) 40,000 5.50 220.0K 40,000
2023-05-17 Hatch S. Ray Director / Officer A-Award A Employee Stock Option (Right to Buy) 60,000 5.50 330.0K 60,000
2023-05-12 Hatch S. Ray Director / Officer A-Award A Common Stock 2,005 4.68 9.4K 33,351
2023-04-21 Hatch S. Ray Director / Officer A-Award A Common Stock 11,782 5.56 65.5K 85,367
2022-12-15 Allred Alan D. Officer S-Sale D Common Stock, $0.001 par value per share 300 6.45 1.9K 369,803
2022-12-14 Allred Alan D. Officer S-Sale D Common Stock, $0.001 par value per share 5,000 6.51 32.6K 370,103
2022-12-12 Allred Alan D. Officer S-Sale D Common Stock, $0.001 par value per share 10,000 6.46 64.6K 375,103
2022-11-14 Hatch S. Ray Officer A-Award A Common Stock 2,058 4.33 8.9K 31,346
2022-11-01 Johnston Brett Wade Officer A-Award A Employee stock option (right to buy) 25,000 0.00 25,000
2022-10-31 Sweitzer David P Officer S-Sale D Common Stock 20,000 8.81 176.1K 8,511
2022-10-19 Allred Alan D. Officer A-Award A Common Stock, $0.001 par value per share 166,516 0.00 385,103
2022-10-18 Sweitzer David P Officer M-Exempt D Employee Stock Option (Right to Buy) 8,584 0.00 54,000
2022-10-17 Sweitzer David P Officer M-Exempt D Employee Stock Option (Right to Buy) 11,416 0.00 62,584
2022-09-16 Sweitzer David P Officer S-Sale D Common Stock 6,959 7.47 52.0K 8,511
2022-09-15 Sweitzer David P Officer M-Exempt D Employee Stock Option (Right to Buy 19,041 1.51 28.8K 80,959
2022-09-14 Sweitzer David P Officer S-Sale D Common Stock 5,931 8.10 48.1K 8,511
2022-08-30 LATHAM LAURIE L Officer S-Sale D Common Stock 1,871 7.00 13.1K 2,587
2022-08-29 LATHAM LAURIE L Officer S-Sale D Common Stock 8,730 7.01 61.2K 11,421
2022-08-25 Sweitzer David P Officer M-Exempt D Employee Stock Option (Right to Buy) 4,316 1.51 6.5K 40,931
2022-08-24 Sweitzer David P Officer S-Sale D Common Stock 14,271 6.91 98.6K 8,511
2022-08-23 Sweitzer David P Officer M-Exempt A Common Stock 14,271 1.51 21.5K 22,782
2022-07-26 Hampstead Park Environmental Services Investment Fund LLC Director P-Purchase A Common Stock 3,242 3.96 12.8K 2,812,547
2022-07-26 FRIEDBERG DANIEL M. Director / 10% Owner P-Purchase A Common Stock 3,242 3.96 12.8K 2,812,547
2022-07-15 FRIEDBERG DANIEL M. Director / 10% Owner P-Purchase A Common Stock 116 3.99 462.84 2,809,305
2022-07-14 Hampstead Park Environmental Services Investment Fund LLC Director P-Purchase A Common Stock 98 3.99 391.02 2,809,189
2022-07-14 FRIEDBERG DANIEL M. Director / 10% Owner P-Purchase A Common Stock 98 3.99 391.02 2,809,189
2022-07-13 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock, $0.001 par value per share 918 4.08 3.7K 1,207,408
2022-07-13 Hampstead Park Environmental Services Investment Fund LLC Director P-Purchase A Common Stock 638 3.96 2.5K 2,809,091
2022-07-13 FRIEDBERG DANIEL M. Director / 10% Owner P-Purchase A Common Stock 638 3.96 2.5K 2,809,091
2022-07-12 WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% Owner P-Purchase A Common Stock, $0.001 par value per share 4,158 4.10 17.0K 1,362,363
2022-07-12 LANDES JOSHUA Director P-Purchase A Common Stock, $0.001 par value per share 3,961 4.10 16.2K 1,206,490
2022-07-12 FRIEDBERG DANIEL M. Director / 10% Owner P-Purchase A Common Stock 2,200 3.97 8.7K 2,808,453
2022-07-11 Hampstead Park Environmental Services Investment Fund LLC Director P-Purchase A Common Stock 2,200 3.97 8.7K 2,808,453

Executive team

Top executives
EBIT / Employee
-1.6K
Shares Outstanding
20.96M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 S. Ray Hatch Former President, Former Chief Executive Officer, and Director 390.0K 250.5K 30.2K 670.7K 37.35%
2 2024 David P. Sweitzer Executive Vice President and Chief Operating Officer 348.5K 208.8K 27.3K 584.6K 35.71%
3 2024 Brett W. Johnston Senior Vice President and Chief Financial Officer 313.2K 167.0K 35.5K 515.7K 32.38%
4 2023 S. Ray Hatch Former President, Former Chief Executive Officer, and Director 375.0K 125.0K 211.9K 29.4K 741.3K 28.58%
5 2023 S. Ray Hatch President, Chief Executive Officer, and Director 375.0K 125.0K 211.9K 19.6K 731.5K 28.97%
6 2023 David P. Sweitzer Executive Vice President and Chief Operating Officer 325.0K 125.0K 185.4K 29.1K 664.5K 27.90%
7 2023 Brett W. Johnston Senior Vice President and Chief Financial Officer 300.0K 120.0K 141.3K 28.2K 589.4K 23.97%
8 2022 S. Ray Hatch President, Chief Executive Officer, and Director 356.6K 261.2K 230.1K 27.0K 874.8K 26.30%
9 2022 David P. Sweitzer Executive Vice President and Chief Operating Officer 301.4K 162.9K 175.0K 24.7K 664.1K 26.36%
10 2022 Laurie L. Latham Former Senior Vice President and Chief Financial Officer 162.9K 57.8K 15.0K 210.2K 445.9K 3.36%
11 2022 Brett W. Johnston Senior Vice President and Chief Financial Officer 50.8K 70.9K 150.2K 1.3K 273.1K 54.99%
12 2021 S. Ray Hatch President, Chief Executive Officer, and Director 344.4K 397.5K 214.8K 29.2K 985.9K 21.79%
13 2021 David P. Sweitzer Executive Vice President and Chief Operating Officer 289.0K 233.4K 161.1K 25.4K 708.9K 22.73%
14 2021 Laurie L. Latham Former Senior Vice President and Chief Financial Officer 240.0K 166.2K 136.8K 20.1K 563.1K 24.29%
15 2021 Laurie L. Latham Senior Vice President and Chief Financial Officer 240.0K 166.2K 136.8K 20.1K 563.1K 24.29%
16 2020 S. Ray Hatch President, Chief Executive Officer, and Director 339.4K 309.7K 183.3K 29.7K 862.0K 21.27%
17 2020 David P. Sweitzer Executive Vice President and Chief Operating Officer 282.7K 192.4K 122.2K 23.9K 621.2K 19.67%
18 2020 Laurie L. Latham Senior Vice President and Chief Financial Officer 237.5K 117.3K 122.2K 20.0K 497.0K 24.58%
19 2019 S. Ray Hatch President, Chief Executive Officer, and Director 332.6K 256.8K 151.0K 407.8K 188.1K 775.5K 72.05%
20 2019 David P. Sweitzer Executive Vice President and Chief Operating Officer 277.5K 128.4K 118.0K 246.4K 141.8K 545.7K 66.76%
21 2019 Laurie L. Latham Senior Vice President and Chief Financial Officer 233.5K 107.9K 100.6K 208.5K 120.5K 459.8K 67.23%
22 2018 S. Ray Hatch President, Chief Executive Officer, and Director 309.4K 279.7K 173.4K 36.3K 798.9K 21.71%
23 2018 David P. Sweitzer Executive Vice President and Chief Operating Officer 258.1K 139.9K 193.3K 24.8K 616.1K 31.38%
24 2018 Laurie L. Latham Senior Vice President and Chief Financial Officer 217.7K 117.8K 130.1K 18.4K 483.9K 26.88%
25 2018 Richard L. Hobby Senior Vice President of Sales 200.9K 42.1K 43.4K 11.8K 298.3K 14.54%
26 2017 S. Ray Hatch President, Chief Executive Officer, and Director 301.3K 8.3K 31.7K 341.3K 0.00%
27 2017 Laurie L. Latham Senior Vice President and Chief Financial Officer 212.0K 88.5K 15.3K 315.8K 28.03%
28 2017 David P. Sweitzer Executive Vice President and Chief Operating Officer 251.3K 5.0K 23.5K 279.7K 1.78%
29 2017 Richard L. Hobby Senior Vice President of Sales 44.5K 6.4K 50.9K 0.00%
30 2016 S. Ray Hatch President, Chief Executive Officer, and Director 278.9K 91.7K 647.1K 9.8K 1.03M 62.98%
31 2016 Laurie L. Latham Senior Vice President and Chief Financial Officer 212.1K 15.3K 227.4K 0.00%
32 2016 Timothy A. Semones Senior Vice President and Chief Operating Officer 158.9K 9.2K 168.1K 0.00%
33 2016 David P. Sweitzer Executive Vice President and Chief Operating Officer 62.6K 64.3K 2.3K 129.1K 49.78%
34 2016 Michael F. Golden Interim Chief Executive Officer and Director 34.6K 34.6K 0.00%
35 2015 Michael F. Golden Interim Chief Executive Officer and Director 51.9K 402.8K 454.7K 88.58%
36 2015 Brian S. Dick President, Chief Executive Officer, and Director 313.4K 13.4K 326.8K 0.00%
37 2015 Laurie L. Latham Senior Vice President and Chief Financial Officer 216.1K 63.2K 13.6K 292.8K 21.57%
38 2015 Timothy A. Semones Senior Vice President and Chief Operating Officer 190.7K 63.2K 10.8K 264.7K 23.86%
39 2014 T. Jeffrey Cheney, Jr. Vice President, Director, and President of Earth911 26.5K 211.9K 420.1K 658.5K 95.98%
40 2014 Brian S. Dick President, Chief Executive Officer, and Director 326.7K 113.4K 13.7K 453.8K 24.99%
41 2014 Brian S. Dick President, Chief Executive Officer, and Director 326.7K 113.4K 13.7K 453.8K 24.99%
42 2014 Laurie L. Latham Senior Vice President and Chief Financial Officer 185.6K 28.3K 12.6K 226.6K 12.51%
43 2014 Laurie L. Latham Senior Vice President and Chief Financial Officer 185.6K 28.3K 12.6K 226.6K 12.51%
44 2013 Laurie L. Latham Senior Vice President and Chief Financial Officer 185.0K 19.8K 335.6K 8.6K 549.0K 61.13%
45 2013 Brian S. Dick President, Chief Executive Officer, and Director 282.9K 165.1K 9.1K 457.1K 36.12%
46 2013 Barry M. Monheit President, Chief Executive Officer, and Director 239.4K 239.4K 0.00%
47 2013 Corey A. Lambrecht President and Chief Operating Officer of Earth911 200.0K 200.0K 0.00%
48 2013 T. Jeffrey Cheney, Jr. Vice President, Director, and President of Earth911
49 2012 President of Youchange, Inc. 15.8K 445.9K 461.6K 96.59%
50 2012 Chief Executive Officer 68.0K 68.0K 0.00%
51 2012 Laurie L. Latham Senior Vice President and Chief Financial Officer
52 2012 Brian S. Dick President, Chief Executive Officer, and Director
53 2012 Corey A. Lambrecht President and Chief Operating Officer of Earth911
54 2012 Barry M. Monheit President, Chief Executive Officer, and Director
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-06-10 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-04 4
2026-05-04 4
2026-04-07 4
2026-04-07 4
2026-04-02 4
2026-04-02 4
2026-03-23 8-K
2026-03-23 4
2026-03-19 4

Executive team

NameTitleCompensationGender
Perry W. Moss Chief Executive Officer & President 522.7K male
Brett Johnston Senior Vice President, Secretary & Chief Financial Officer 426.8K male
Felipe Garcia Senior Vice President of Key Accounts male
Nick Ober Senior Vice President of Operations male
ESG Rating
B
WASTE MANAGEMENT
2024
E (Environmental)
42.4 / 59.1
Company / Sector avg.
S (Social)
55.9 / 60.7
Company / Sector avg.
G (Governance)
55.1 / 67.4
Company / Sector avg.
ESG Total
51.1 / 62.4
Company / Sector avg.
ESG Score History WASTE MANAGEMENT
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits