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RCM Technologies, Inc. (RCMT)

USD27.85 +0.37 (+1.33%)
US NASDAQ Industrials Conglomerates
Address 2500 McClellan Avenue 08109-4613
Pennsauken, NJ, US
CEO Bradley S. Vizi
Website rcmt.com
IPO 1983-09-12
CIK 700841 ISIN US7493604000

Explore sections of this company profile

Description

RCM Technologies, Inc. delivers business and technology-focused solutions across the United States, Canada, Puerto Rico, and Serbia. The company organizes its operations into three distinct divisions: Engineering, Specialty Health Care, and Life Sciences and Information Technology. The Engineering division provides diverse services, including project management, design, analytical work, engineer-procure-construct (EPC) services, configuration management, hardware/software validation and verification, quality assurance, technical documentation, manufacturing process optimization, and integrated 3D/BIM design. Within its Specialty Health Care unit, RCM offers both temporary and permanent staffing, executive recruitment, and placement services. These cater to various healthcare domains such as allied health and therapy, correctional healthcare, health information management, nursing, physician and advanced practice roles, school services, and telepractice. The Life Sciences and Information Technology segment concentrates on supplying comprehensive enterprise business solutions, application services, robust infrastructure solutions, strategies for competitive advantage, specialized life sciences offerings, and tailored solutions for other specific vertical markets. RCM Technologies serves a broad spectrum of industries, including aerospace and defense, energy, financial services, healthcare, life sciences, manufacturing and distribution, and technology. Additionally, their clientele extends to educational institutions and governmental bodies. Founded in 1971, RCM Technologies, Inc. is headquartered in Pennsauken, New Jersey.

News Sentiment (7d)
27 Negative

Based on only 1 article — low confidence

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
USD27.85 +0.37 (+1.33%)
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Volume Profile
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Liquidity & share structure
Average Volume
85.0K
Beta
0.33
Float Shares
4.52M
Free Float %
63.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.17% +0.49% +1.54% +58.25% +49.05% +41.61% +25.42% +107.30% +729.80% +436.29% +341.46%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (3 ratings, all time) Buy
Price Targets & DCF
Current price
27.85
DCF (Unlevered) 51.80 +86.0%
DCF (Levered) 46.70 +67.7%

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
Quality scores
Altman Z-Score
4.86
Safe zone
Piotroski F-Score
8 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
4 / 5
High
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Conglomerates: +6.1%
    +14.7% Q2'26: -1.7% (vs Q1'25)
  • EPS growth Conglomerates: +16.9%
    +28.0% Q2'26: -3.7% (vs Q1'25)
  • FCF margin FCF growth · Conglomerates: +35.9%
    +3.7% Q2'26: +3.2% (vs Q1'25)
  • EBIT margin Conglomerates: +9.0%
    +7.9% Q2'26: +0.0% (vs Q1'25)
  • ROIC Conglomerates: +4.7%
    +26.9% Q2'26: +0.0% (vs Q1'25)
  • Share dilution Conglomerates: +0.0%
    -4.1% Q2'26: -100.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Conglomerates: 1.28×
    0.92× Q2'26: 0.18× (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 (0.46) × ERP
WACC = 90% × Ke + 10% × Kd (10.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 51.80 Current price: 27.85
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 1997
actual
Dec 1998
actual
Dec 1999
actual
Dec 2000
actual
Dec 2004
actual
Dec 2013
actual
Dec 2013
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2022
actual
Jan 2024
actual
Jan 2025
actual
Jan 2026
1 Rev. Ana.
1 EPS Ana.
Jan 2027
1 Rev. Ana.
1 EPS Ana.
Jan 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
114.00M
est: 87.21M (+30.7%)
201.50M
est: 192.92M (+4.4%)
313.40M
est: 265.82M (+17.9%)
296.00M
est: 318.71M (-7.1%)
245.19M
est.
170.78M
est: 127.93M (+33.5%)
145.82M
est: 127.93M (+14.0%)
186.74M
est: 184.08M (+1.4%)
200.35M
est: 197.34M (+1.5%)
191.10M
est: 192.33M (-0.6%)
145.96M
est.
150.41M
est: 190.06M (-20.9%)
203.88M
est: 283.34M (-28.0%)
284.68M
est: 283.34M (+0.5%)
278.38M
est: 270.18M (+3.0%)
280.50M
est.
317.38M
316.21M – 318.54M
+13.1% YoY
350.34M
349.06M – 351.63M
+10.4% YoY
394.00M
392.55M – 395.45M
+12.5% YoY
EBITDA
9.10M
est: 6.26M (+45.4%)
18.00M
est: 17.59M (+2.3%)
28.60M
est: 23.29M (+22.8%)
-13.88M
est: -7.57M (-83.4%)
4.83M
est.
8.85M
est: -1.53M (+677.6%)
6.55M
est: -1.53M (+527.6%)
7.70M
est: 11.30M (-31.9%)
8.55M
est: 12.11M (-29.4%)
8.16M
est: 11.80M (-30.9%)
8.96M
est.
-8.40M
est: 11.66M (-172.0%)
15.38M
est: 17.39M (-11.5%)
29.89M
est: 17.39M (+71.9%)
24.51M
est: 24.37M (+0.6%)
25.30M
est.
28.62M
28.52M – 28.73M
+13.1% YoY
31.60M
31.48M – 31.71M
+10.4% YoY
35.53M
35.40M – 35.66M
+12.5% YoY
EBIT
8.50M
est: 6.26M (+35.8%)
16.50M
est: 15.76M (+4.7%)
25.60M
est: 21.04M (+21.6%)
-20.53M
est: 16.55M (-224.0%)
3.18M
est.
7.74M
est: -3.23M (+339.5%)
5.23M
est: -3.23M (+261.9%)
5.99M
est: 9.81M (-39.0%)
6.99M
est: 10.52M (-33.6%)
6.57M
est: 10.25M (-35.9%)
7.78M
est.
-11.28M
est: 10.13M (-211.3%)
14.28M
est: 15.10M (-5.4%)
28.85M
est: 15.10M (+91.0%)
22.41M
est: 22.70M (-1.3%)
23.57M
est.
26.66M
26.57M – 26.76M
+13.1% YoY
29.43M
29.32M – 29.54M
+10.4% YoY
33.10M
32.98M – 33.22M
+12.5% YoY
Net Income
4.40M
est: 3.16M (+39.3%)
9.80M
est: 9.37M (+4.6%)
14.90M
est: 12.34M (+20.7%)
-21.90M
est: -15.90M (-37.7%)
2.47M
est.
1.99M
est: -1.66M (+219.7%)
3.23M
est: -1.66M (+294.2%)
2.01M
est: 2.38M (-15.6%)
2.72M
est: 2.86M (-5.0%)
4.06M
est: 2.38M (+70.4%)
-2.66M
est.
-8.87M
est: 3.85M (-330.3%)
10.99M
est: 15.88M (-30.8%)
20.89M
est: 15.88M (+31.6%)
13.33M
est: 16.18M (-17.6%)
17.97M
est.
17.63M
17.54M – 17.71M
-1.9% YoY
20.98M
20.88M – 21.08M
+19.0% YoY
23.99M
23.87M – 24.10M
+14.3% YoY
SGA
18.10M
est: 12.86M (+40.8%)
30.50M
est: 29.07M (+4.9%)
48.10M
est: 40.47M (+18.8%)
54.85M
est: 55.26M (-0.7%)
53.16M
est.
35.51M
est: 55.73M (-36.3%)
33.17M
est: 55.73M (-40.5%)
40.64M
est: 38.55M (+5.4%)
40.76M
est: 41.33M (-1.4%)
40.44M
est: 40.28M (+0.4%)
30.57M
est.
37.79M
est: 39.81M (-5.1%)
42.02M
est: 59.34M (-29.2%)
53.40M
est: 59.34M (-10.0%)
56.79M
est: 53.32M (+6.5%)
55.35M
est.
62.63M
62.40M – 62.86M
+13.1% YoY
69.13M
68.88M – 69.39M
+10.4% YoY
77.75M
77.46M – 78.03M
+12.5% YoY
EPS
0.68
est: 0.44 (+56.3%)
1.11
est: 0.97 (+14.4%)
1.43
est: 1.26 (+13.5%)
-2.09
est: 0.79 (-364.6%)
0.48
est.
0.16
est: 0.48 (-66.3%)
0.26
est: 0.48 (-45.3%)
0.16
est: 0.30 (-46.7%)
0.22
est: 0.36 (-38.9%)
0.31
est: 0.30 (+3.3%)
-0.34
est.
-0.73
est: 0.49 (-250.5%)
1.00
est: 2.00 (-50.0%)
2.08
est: 2.00 (+4.0%)
1.72
est: 2.13 (-19.1%)
2.36
est.
2.32
2.30 – 2.33
-1.9% YoY
2.76
2.74 – 2.77
+19.0% YoY
3.15
3.13 – 3.17
+14.3% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 A 4/5 4/5 5/5 5/5 2/5 4/5 2/5
2026-05-08 A 4/5 4/5 5/5 5/5 2/5 4/5 2/5
2026-05-07 A 4/5 4/5 5/5 5/5 2/5 4/5 2/5
2026-05-06 A 4/5 4/5 5/5 5/5 2/5 4/5 2/5
2026-05-05 A 4/5 4/5 5/5 5/5 2/5 4/5 2/5
2026-05-04 A 4/5 5/5 5/5 5/5 2/5 4/5 2/5
2026-05-01 A 4/5 5/5 5/5 5/5 2/5 4/5 2/5
2026-04-30 A 4/5 5/5 5/5 5/5 2/5 4/5 2/5
2026-04-29 A- 4/5 4/5 5/5 5/5 1/5 4/5 2/5
2026-04-28 A- 4/5 4/5 5/5 5/5 1/5 4/5 2/5
2026-04-27 A- 4/5 4/5 5/5 5/5 1/5 4/5 2/5
2026-04-24 A- 4/5 4/5 5/5 5/5 1/5 4/5 2/5
2026-04-23 A- 4/5 4/5 5/5 5/5 1/5 4/5 2/5
2026-04-22 A- 4/5 4/5 5/5 5/5 1/5 4/5 2/5
2026-04-21 A- 4/5 4/5 5/5 5/5 1/5 4/5 2/5
2026-04-20 A- 4/5 4/5 5/5 5/5 1/5 4/5 2/5
2026-04-17 A 4/5 5/5 5/5 5/5 1/5 4/5 2/5
2026-04-16 A 4/5 5/5 5/5 5/5 1/5 4/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
18.68M
OE per share TTM
2.41
Owner's Yield
8.30%
Maintenance CapEx ratio
1.78%
Maint CapEx / Avg PPE
3.2%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
18
Total invested
2.52M
Insider transactions (90d)
7
Beneficial owners (>5%)
12
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (. 1.01M 8.41% 1.00M 1.01M IA Delaware Limited Partnership 2018-02-09
2 13-3127734 622.5K 5.94% 589.6K 622.5K HC Delaware 2022-02-11
3 26-0385758 622.5K 5.94% 589.6K 622.5K IA Delaware 2022-02-11
4 Kevin D. Miller 614.2K 5.44% 614.2K 614.2K IN 2020-06-03
5 Perritt Capital Management, Inc. 605.6K 4.80% 34.2K 571.4K 34.2K IA Illinois 2015-02-13
6 HEARTLAND ADVISORS, INC. 600.0K 4.90% 600.0K IA WISCONSIN, U.S.A. 2018-05-09
7 William J. Nasgovitz 600.0K 4.90% 600.0K IN WISCONSIN, U.S.A. 2018-05-09
8 Leon Kopyt 584.7K 5.17% 584.7K 584.7K IN 2020-06-03
9 Perritt Funds, Inc. 571.4K 4.60% 571.4K IV Maryland 2015-02-13
10 30-0447847 527.7K 5.00% 519.8K 527.7K IA 2022-02-08
11 Perritt MicroCap Opportunities Fund, Inc. 498.0K 4.00% 498.0K IV Illinois 2014-02-14
12 Morgan Stanley 401.6K 5.30% 20.2K 401.6K HC, CO Delaware. 2024-11-08

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
18
-55 vs prev Q
New positions
6
Closed positions
61
Increased
11
Reduced
2
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 RENAISSANCE TECHNOLOGIES LLC 419.6K -20.0K (-4.5%) 8.58M -3.1M (-26.5%) 5.51% -0.261 pp 0.01% -0.002 pp USD10.08 +102.9% 76 qtrs
2 BLACKROCK, INC. 323.5K +10.1K (+3.2%) 6.61M -1.7M (-20.5%) 4.25% +0.134 pp 0.00% +0.000 pp USD23.05 -11.3% 6 qtrs
3 VANGUARD GROUP INC 278.3K -1.6K (-0.6%) 5.69M -1.7M (-23.4%) 3.65% -0.021 pp 0.00% +0.000 pp USD10.26 +99.3% 59 qtrs
4 PACIFIC RIDGE CAPITAL PARTNERS, LLC 258.2K +74.8K (+40.7%) 5.28M +408.4K (+8.4%) 3.39% +0.982 pp 1.16% +0.088 pp USD20.92 -2.2% 5 qtrs
5 DIMENSIONAL FUND ADVISORS LP 168.2K -3.6K (-2.1%) 3.44M -1.1M (-24.6%) 2.21% -0.047 pp 0.00% 0.000 pp USD5.46 +274.5% 51 qtrs
6 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 136.1K +38.9K (+40.0%) 2.78M +201.3K (+7.8%) 1.79% +0.511 pp 0.16% +0.013 pp USD18.76 +9.0% 4 qtrs
7 BALLAST ASSET MANAGEMENT, LP 135.1K -4.8K (-3.4%) 2.76M -951.4K (-25.6%) 1.77% -0.062 pp 1.30% -0.390 pp USD23.19 -11.8% 10 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 116.3K -1.5K (-1.2%) 2.38M -749.5K (-24.0%) 1.53% -0.019 pp 0.00% 0.000 pp USD14.98 +36.5% 74 qtrs
9 WELLS FARGO & COMPANY/MN 102.9K -120.2K (-53.9%) 2.10M -3.8M (-64.5%) 1.35% -1.578 pp 0.00% -0.001 pp USD26.49 -22.8% 22 qtrs
10 STATE STREET CORP 70.0K +2.6K (+3.8%) 1.43M -359.3K (-20.1%) 0.92% +0.034 pp 0.00% +0.000 pp USD18.11 +12.9% 18 qtrs
11 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 69.3K +1.7K (+2.5%) 1.42M -378.7K (-21.1%) 0.91% +0.022 pp 0.01% -0.003 pp USD22.31 -8.3% 18 qtrs
12 MEROS INVESTMENT MANAGEMENT, LP 66.0K +26.9K (+69.0%) 1.35M +312.2K (+30.1%) 0.87% +0.354 pp 0.53% +0.092 pp USD24.06 -15.0% 2 qtrs
13 LSV ASSET MANAGEMENT 60.9K -6.6K (-9.8%) 1.25M -548.0K (-30.5%) 0.80% -0.087 pp 0.00% -0.001 pp USD24.49 -16.5% 11 qtrs
14 ANCORA ADVISORS, LLC 44.2K -52.1K (-54.1%) 904.6K -1.7M (-64.6%) 0.58% -0.683 pp 0.02% -0.032 pp USD19.40 +5.4% 5 qtrs
15 MORGAN STANLEY 42.9K +12.4K (+40.6%) 876.5K +67.1K (+8.3%) 0.56% +0.163 pp 0.00% +0.000 pp USD19.46 +5.1% 20 qtrs
16 RITHOLTZ WEALTH MANAGEMENT 42.7K +1.3K (+3.2%) 873.5K -225.4K (-20.5%) 0.56% +0.018 pp 0.02% -0.005 pp USD22.86 -10.5% 16 qtrs
17 SEI INVESTMENTS CO 40.9K +40.9K (+100.0%) 836.9K +836.9K (+100.0%) 0.54% +0.538 pp 0.00% +0.001 pp USD20.45 +0.0% 1 qtrs NEW
18 NORTHERN TRUST CORP 40.6K -3.9K (-8.8%) 829.7K -352.1K (-29.8%) 0.53% -0.052 pp 0.00% +0.000 pp USD23.93 -14.5% 51 qtrs
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 40.5K +40.5K (+100.0%) 828.8K +828.8K (+100.0%) 0.53% +0.532 pp 0.00% +0.000 pp USD20.45 +0.0% 9 qtrs
20 JANNEY MONTGOMERY SCOTT LLC 34.4K -985.0 (-2.8%) 703.0K -236.0K (-25.1%) 0.45% -0.013 pp 0.00% -0.001 pp USD18.64 +9.7% 14 qtrs
21 SUMMERHAVEN INVESTMENT MANAGEMENT, LLC 33.9K +— (+0.0%) 692.1K -206.7K (-23.0%) 0.44% +0.000 pp 0.39% -0.131 pp USD26.55 -23.0% 2 qtrs
22 PANAGORA ASSET MANAGEMENT INC 31.6K +— (+0.0%) 647.0K -193.2K (-23.0%) 0.42% +0.000 pp 0.00% -0.001 pp USD19.49 +4.9% 7 qtrs
23 LOS ANGELES CAPITAL MANAGEMENT LLC 25.3K +224.0 (+0.9%) 589.4K -77.1K (-11.6%) 0.33% +0.003 pp 0.00% 0.000 pp USD23.54 -13.1% 3 qtrs
24 BOSTON PARTNERS 28.7K -607.0 (-2.1%) 587.1K -191.4K (-24.6%) 0.38% -0.008 pp 0.00% 0.000 pp USD19.58 +4.4% 11 qtrs
25 CITADEL ADVISORS LLC 27.4K +27.4K (+100.0%) 560.7K +560.7K (+100.0%) 0.36% +0.360 pp 0.00% +0.000 pp USD20.45 +0.0% 4 qtrs
26 TWO SIGMA ADVISERS, LP 24.5K -28.0K (-53.3%) 500.9K -893.0K (-64.1%) 0.32% -0.368 pp 0.00% -0.002 pp USD18.63 +9.8% 7 qtrs
27 BRIDGEWAY CAPITAL MANAGEMENT, LLC 21.3K +— (+0.0%) 436.3K -130.3K (-23.0%) 0.28% +0.000 pp 0.01% -0.003 pp USD7.15 +186.0% 53 qtrs
28 BANK OF NEW YORK MELLON CORP 20.1K +2.7K (+15.5%) 411.2K -51.1K (-11.0%) 0.26% +0.036 pp 0.00% +0.000 pp USD23.43 -12.7% 3 qtrs
29 MAN GROUP PLC 19.7K -3.8K (-16.1%) 402.4K -220.3K (-35.4%) 0.26% -0.050 pp 0.00% 0.000 pp USD18.52 +10.4% 14 qtrs
30 BNP PARIBAS ARBITRAGE, SNC 16.9K -6.8K (-28.6%) 346.0K -283.0K (-45.0%) 0.22% -0.089 pp 0.00% 0.000 pp USD26.13 -21.7% 6 qtrs
31 QUBE RESEARCH & TECHNOLOGIES LTD 15.6K +4.4K (+39.7%) 319.4K +22.4K (+7.5%) 0.21% +0.058 pp 0.00% +0.000 pp USD23.73 -13.8% 10 qtrs
32 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 15.4K +— (+0.0%) 315.3K -94.2K (-23.0%) 0.20% +0.000 pp 0.00% +0.000 pp USD23.57 -13.2% 3 qtrs
33 FIRST TRUST ADVISORS LP 15.2K +369.0 (+2.5%) 311.4K -83.2K (-21.1%) 0.20% +0.005 pp 0.00% 0.000 pp USD26.40 -22.5% 2 qtrs
34 JANE STREET GROUP, LLC 14.1K +14.1K (+100.0%) 287.6K +287.6K (+100.0%) 0.18% +0.185 pp 0.00% +0.000 pp USD20.45 +0.0% 1 qtrs NEW
35 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 13.8K -123.0 (-0.9%) 282.1K -87.5K (-23.7%) 0.18% -0.002 pp 0.00% 0.000 pp USD20.35 +0.5% 6 qtrs
36 TWO SIGMA INVESTMENTS, LP 13.3K -23.5K (-63.8%) 271.9K -704.6K (-72.2%) 0.17% -0.308 pp 0.00% -0.001 pp USD20.28 +0.8% 9 qtrs
37 KERRISDALE ADVISERS, LLC 12.9K +— (+0.0%) 263.6K -78.7K (-23.0%) 0.17% +0.000 pp 0.12% -0.053 pp USD12.23 +67.2% 13 qtrs
38 BARCLAYS PLC 12.7K +3.8K (+43.1%) 260.0K +79.8K (+44.2%) 0.17% +0.050 pp 0.00% +0.000 pp USD21.80 -6.2% 15 qtrs
39 SQUAREPOINT OPS LLC 12.5K +12.5K (+100.0%) 256.6K +256.6K (+100.0%) 0.16% +0.165 pp 0.00% +0.000 pp USD20.45 +0.0% 1 qtrs NEW
40 JPMORGAN CHASE & CO 12.3K +2.3K (+23.3%) 252.3K -13.4K (-5.1%) 0.16% +0.031 pp 0.00% +0.000 pp USD24.78 -17.5% 9 qtrs
41 EXCHANGE TRADED CONCEPTS, LLC 12.1K +2.0K (+19.9%) 246.8K -20.6K (-7.7%) 0.16% +0.026 pp 0.00% 0.000 pp USD25.54 -19.9% 6 qtrs
42 GOLDMAN SACHS GROUP INC 9.8K -75.0 (-0.8%) 201.0K -62.0K (-23.6%) 0.13% -0.001 pp 0.00% +0.000 pp USD22.16 -7.7% 5 qtrs
43 TRUVESTMENTS CAPITAL LLC 8.4K -466.0 (-5.3%) 171.0K -63.4K (-27.1%) 0.11% -0.006 pp 0.03% -0.011 pp USD17.76 +15.1% 13 qtrs
44 RUSSELL INVESTMENTS GROUP, LTD. 8.3K -67.5K (-89.1%) 169.4K -1.8M (-91.6%) 0.11% -0.886 pp 0.00% -0.002 pp USD24.35 -16.0% 5 qtrs
45 RHUMBLINE ADVISERS 6.1K -921.0 (-13.1%) 125.2K -61.8K (-33.1%) 0.08% -0.012 pp 0.00% +0.000 pp USD23.47 -12.9% 11 qtrs
46 BANK OF AMERICA CORP /DE/ 5.6K +1.4K (+34.6%) 114.7K +4.0K (+3.7%) 0.07% +0.019 pp 0.00% +0.000 pp USD19.30 +6.0% 19 qtrs
47 DEUTSCHE BANK AG\ 5.1K +— (+0.0%) 104.0K -31.0K (-23.0%) 0.07% +0.000 pp 0.00% +0.000 pp USD26.47 -22.7% 3 qtrs
48 UBS GROUP AG 4.7K -5.1K (-52.5%) 95.1K -164.8K (-63.4%) 0.06% -0.068 pp 0.00% +0.000 pp USD22.14 -7.6% 20 qtrs
49 NEW YORK STATE COMMON RETIREMENT FUND 3.3K +— (+0.0%) 67.5K -20.1K (-23.0%) 0.04% +0.000 pp 0.00% +0.000 pp USD23.57 -13.2% 3 qtrs
50 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 2.3K -23.0 (-1.0%) 46.1K -14.4K (-23.8%) 0.03% 0.000 pp 0.00% +0.000 pp USD26.55 -23.0% 2 qtrs
51 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 1.5K -220.0 (-12.7%) 31.0K -15.1K (-32.8%) 0.02% -0.003 pp 0.00% 0.000 pp USD6.18 +230.9% 20 qtrs
52 FMR LLC 1.5K +632.0 (+73.1%) 30.6K +7.6K (+33.2%) 0.02% +0.008 pp 0.00% +0.000 pp USD21.27 -3.9% 14 qtrs
53 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 1.2K +— (+0.0%) 25.3K -7.6K (-23.0%) 0.02% +0.000 pp 0.00% 0.000 pp USD23.57 -13.2% 3 qtrs
54 STATE OF ALASKA, DEPARTMENT OF REVENUE 687.00 +687.0 (+100.0%) 14.0K +14.0K (+100.0%) 0.01% +0.009 pp 0.00% +0.000 pp USD20.45 +0.0% 1 qtrs NEW
55 ADVISOR GROUP HOLDINGS, INC. 636.00 -1.3K (-67.1%) 13.0K -39.1K (-75.0%) 0.01% -0.017 pp 0.00% 0.000 pp USD19.08 +7.2% 18 qtrs
56 LEGAL & GENERAL GROUP PLC 544.00 +— (+0.0%) 11.1K -3.3K (-23.0%) 0.01% +0.000 pp 0.00% +0.000 pp USD23.57 -13.2% 3 qtrs
57 AMERITAS INVESTMENT PARTNERS, INC. 501.00 +— (+0.0%) 10.2K -3.1K (-23.0%) 0.01% +0.000 pp 0.00% 0.000 pp USD23.57 -13.2% 3 qtrs
58 TOWER RESEARCH CAPITAL LLC (TRC) 327.00 -193.0 (-37.1%) 6.7K -7.1K (-51.6%) 0.00% -0.003 pp 0.00% 0.000 pp USD26.50 -22.8% 12 qtrs
59 COMERICA BANK 310.00 -38.0 (-10.9%) 6.3K -2.9K (-31.4%) 0.00% -0.001 pp 0.00% +0.000 pp USD19.55 +4.6% 10 qtrs
60 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 301.00 -5.0 (-1.6%) 6.2K -2.0K (-24.2%) 0.00% 0.000 pp 0.00% +0.000 pp USD23.57 -13.2% 3 qtrs
61 LEGACY WEALTH MANAGMENT, LLC/ID 200.00 +— (+0.0%) 4.1K -1.2K (-23.0%) 0.00% +0.000 pp 0.00% 0.000 pp USD22.16 -7.7% 5 qtrs
62 ROYAL BANK OF CANADA 207.00 +207.0 (+100.0%) 4.0K +4.0K (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD20.45 +0.0% 7 qtrs
63 AMALGAMATED BANK 154.00 -14.0 (-8.3%) 3.0K -1.0K (-25.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD23.56 -13.2% 3 qtrs
64 HARBOR CAPITAL ADVISORS, INC. 145.00 -2.0 (-1.4%) 3.0K -1.0K (-25.0%) 0.00% +0.000 pp 0.00% 0.000 pp USD26.54 -22.9% 2 qtrs
65 WEALTHCOLLAB, LLC 137.00 +137.0 (+100.0%) 2.8K +2.8K (+100.0%) 0.00% +0.002 pp 0.00% +0.001 pp USD20.45 +0.0% 1 qtrs NEW
66 CITIGROUP INC 112.00 -103.0 (-47.9%) 2.3K -3.4K (-59.9%) 0.00% -0.001 pp 0.00% +0.000 pp USD20.37 +0.4% 10 qtrs
67 FARTHER FINANCE ADVISORS, LLC 74.00 +— (+0.0%) 1.5K -452.0 (-23.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD12.34 +65.7% 13 qtrs
68 ALLWORTH FINANCIAL LP 60.00 +— (+0.0%) 1.2K -366.0 (-23.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD23.57 -13.2% 3 qtrs
69 NEWEDGE ADVISORS, LLC 46.00 +— (+0.0%) 940.00 -281.0 (-23.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD23.57 -13.2% 3 qtrs
70 STERLING CAPITAL MANAGEMENT LLC 32.00 +20.0 (+166.7%) 654.00 +335.0 (+105.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD21.59 -5.3% 3 qtrs
71 GAMMA INVESTING LLC 9.00 +9.0 (+100.0%) 184.00 +184.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD20.44 +0.0% 1 qtrs NEW
72 NISA INVESTMENT ADVISORS, LLC 7.00 +7.0 (+100.0%) 143.00 +143.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD20.43 +0.1% 1 qtrs NEW
73 SRS CAPITAL ADVISORS, INC. 1.00 +— (+0.0%) 20.00 -6.0 (-23.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD26.00 -21.3% 2 qtrs
74 CWM, LLC -26.0 (-100.0%) -1.0K (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
75 ELLSWORTH ADVISORS, LLC -29.4K (-100.0%) -681.8K (-100.0%) 0.00% -0.386 pp 0.00% -0.146 pp USD 2 qtrs SOLD
76 SIGNIFICANT WEALTH PARTNERS LLC -11.7K (-100.0%) -310.2K (-100.0%) 0.00% -0.153 pp 0.00% -0.152 pp USD 4 qtrs SOLD
77 COASTAL BRIDGE ADVISORS, LLC -8.0K (-100.0%) -212.4K (-100.0%) 0.00% -0.105 pp 0.00% -0.016 pp USD 4 qtrs SOLD
78 EVERSOURCE WEALTH ADVISORS, LLC -13.0 (-100.0%) -345.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
79 SBI SECURITIES CO., LTD. -2.0 (-100.0%) -53.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
80 HILLSDALE INVESTMENT MANAGEMENT INC. -13.0K (-100.0%) -345.5K (-100.0%) 0.00% -0.171 pp 0.00% -0.010 pp USD 18 qtrs SOLD
81 QUARRY LP -871.0 (-100.0%) -23.1K (-100.0%) 0.00% -0.011 pp 0.00% -0.005 pp USD 2 qtrs SOLD
82 JACOBS LEVY EQUITY MANAGEMENT, INC -8.4K (-100.0%) -224.2K (-100.0%) 0.00% -0.111 pp 0.00% -0.001 pp USD 2 qtrs SOLD
83 EAM INVESTORS, LLC -43.9K (-100.0%) -1.2M (-100.0%) 0.00% -0.577 pp 0.00% -0.134 pp USD 2 qtrs SOLD
84 MILLENNIUM MANAGEMENT LLC -18.5K (-100.0%) -490.4K (-100.0%) 0.00% -0.243 pp 0.00% 0.000 pp USD 9 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 60 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Ballast Small/Mid Cap ETF MGMT 1.52% 2.28M 1.10%
2 Acquirers Small and Micro Deep Value ETF DEEP 1.08% 295.3K 0.80%
3 First Trust Dow Jones Select MicroCap Index Fund FDM 0.16% 427.6K 0.65%
4 WisdomTree U.S. SmallCap Fund EES 0.04% 300.7K 0.38%
5 Applied Finance IVS US SMID ETF IVSS 0.03% 4.0K 0.59%
6 Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT 0.03% 3.6K 0.29%
7 iShares Micro-Cap ETF IWC 0.03% 432.7K 0.60%
8 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.02% 211.9K 0.20%
9 Franklin U.S. Small Cap Multifactor Index ETF FLQS 0.01% 7.4K 0.35%
10 U.S. Small Cap Growth Portfolio: ETF Class Shares DUSG 0.01% 262.0K 0.33%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.07
Bearish
Ratio by volume
0.68
Neutral
Buys
1
Sells
14
Shares acquired
104.3K
Shares disposed
152.7K
Cash buys
Cash sales
13.00
Net activity
-48,474
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
2026-05-04 Saks Michael Officer S-Sale D Common Stock 1,208 32.50 39.3K 89,267 D
2026-05-04 MILLER KEVIN D Officer S-Sale D Common Stock 19,066 32.03 610.7K 420,000 D
2026-04-27 MILLER KEVIN D Officer S-Sale D Common Stock 4,734 32.00 151.5K 439,066 D
2026-04-24 MILLER KEVIN D Officer S-Sale D Common Stock 2,932 32.04 93.9K 443,800 D
2026-04-22 MILLER KEVIN D Officer S-Sale D Common Stock 1,483 32.00 47.5K 446,732 D
2026-04-20 MILLER KEVIN D Officer S-Sale D Common Stock 2,385 32.02 76.4K 448,215 D
2026-04-17 MILLER KEVIN D Officer S-Sale D Common Stock 3,000 32.00 96.0K 450,600 D
2026-04-16 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 49,860 30.00 1.50M 1,502,477 D
2026-04-16 Saks Michael Officer S-Sale D Common Stock 4,864 30.00 145.9K 104,814 D
2026-04-15 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 140 30.00 4.2K 1,552,337 D
2026-04-15 Saks Michael Officer S-Sale D Common Stock 136 30.00 4.1K 109,678 D
2026-04-08 Vizi Bradley Director / Officer / 10% Owner F-InKind D Common Stock 41,029 27.87 1.14M 1,552,477 D
2026-04-07 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 13,666 27.55 376.5K 1,497,477 D
2025-12-18 Komarneni Jayanth Sree Director A-Award A Common Stock 2,207 0.00 63,665 D
2025-12-18 Kakodkar Swarna Srinivas Director A-Award A Common Stock 2,207 0.00 58,773 D
2025-12-18 Amadi Chigozie Obinna Director A-Award A Common Stock 2,207 0.00 15,453 D
2025-09-29 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 160 27.50 4.4K 1,511,173 D
2025-09-24 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 8 27.55 220.40 1,511,333 D
2025-09-23 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 85 27.50 2.3K 1,511,341 D
2025-09-22 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 1,165 27.50 32.0K 1,511,426 D
2025-09-19 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 3,825 27.50 105.2K 1,512,591 D
2025-09-18 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 2,620 27.50 72.1K 1,516,416 D
2025-09-17 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 2,811 27.51 77.3K 1,519,036 D
2025-09-12 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 658 27.53 18.1K 1,521,847 D
2025-09-10 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 300 27.50 8.3K 1,522,505 D
2025-09-09 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 4 27.50 110.00 1,522,805 D
2025-09-08 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 3,961 27.51 109.0K 1,522,809 D
2025-09-05 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 4,508 27.50 124.0K 1,526,770 D
2025-08-29 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 673 27.50 18.5K 1,531,278 D
2025-08-26 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 7,289 27.51 200.5K 1,531,951 D
2025-08-26 Saks Michael Officer S-Sale D Common Stock 5,000 27.50 137.5K 109,547 D
2025-03-17 Saks Michael Officer S-Sale D Common Stock 300 15.89 4.8K 114,156 D
2025-02-05 Vizi Bradley Director / Officer / 10% Owner A-Award A Common Stock 62,500 0.00 1,563,834 D
2025-01-02 Vizi Bradley Director / Officer / 10% Owner F-InKind D Common Stock 20,087 22.16 445.1K 1,501,334 D
2024-12-12 Komarneni Jayanth Sree Director A-Award A Common Stock 1,944 0.00 61,458 D
2024-12-12 Kakodkar Swarna Srinivas Director A-Award A Common Stock 1,944 0.00 56,566 D
2024-12-12 Amadi Chigozie Obinna Director A-Award A Common Stock 1,944 0.00 13,246 D
2024-12-04 Saks Michael Officer S-Sale D Common Stock 352 23.95 8.4K 116,658 D
2024-12-03 Saks Michael Officer S-Sale D Common Stock 2,148 23.50 50.5K 117,010 D
2024-12-02 Saks Michael Officer S-Sale D Common Stock 4,800 23.22 111.5K 119,358 D
2024-01-23 Vizi Bradley Director / Officer / 10% Owner A-Award A Common Stock 62,500 0.00 1,546,015
2024-01-23 Saks Michael Officer A-Award A Common Stock 2,668 0.00 123,530
2024-01-08 MILLER KEVIN D Officer S-Sale D Common Stock 1,400 32.00 44.8K 453,600
2024-01-02 Vizi Bradley Director / Officer / 10% Owner F-InKind D Common Stock 19,973 29.04 580.0K 1,483,515
2023-12-29 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 848 30.01 25.4K 1,503,488
2023-12-28 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 2,325 30.00 69.8K 1,504,336
2023-12-27 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 18,474 30.01 554.4K 1,506,661
2023-12-26 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 13,003 30.00 390.1K 1,525,135
2023-12-22 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 11,862 30.01 356.0K 1,538,138
2023-12-20 MILLER KEVIN D Officer S-Sale D Common Stock 13,442 29.01 390.0K 455,000
2023-12-19 MILLER KEVIN D Officer S-Sale D Common Stock 26,558 29.02 770.7K 468,442
2023-12-18 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 11,200 27.59 309.0K 1,550,000
2023-12-15 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 5,360 27.54 147.6K 1,561,200
2023-12-15 Komarneni Jayanth Sree Director A-Award A Common Stock 1,695 0.00 59,514
2023-12-15 Kakodkar Swarna Srinivas Director A-Award A Common Stock 1,695 0.00 54,622
2023-12-15 Amadi Chigozie Obinna Director A-Award A Common Stock 1,695 0.00 11,302
2023-12-14 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 25,978 27.52 714.9K 1,566,560
2023-12-13 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 3,072 27.50 84.5K 1,592,538
2023-12-12 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 4,390 27.51 120.8K 1,595,610
2023-12-11 Saks Michael Officer S-Sale D Common Stock 5,000 27.27 136.4K 120,236
2023-12-01 MILLER KEVIN D Officer S-Sale D Common Stock 17,306 27.01 467.4K 495,000
2023-11-30 MILLER KEVIN D Officer S-Sale D Common Stock 14,188 27.01 383.2K 512,306
2023-11-29 MILLER KEVIN D Officer S-Sale D Common Stock 8,506 27.01 229.7K 526,494
2023-11-24 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 1,734 25.00 43.4K 1,600,000
2023-11-22 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 12,559 25.01 314.1K 1,601,734
2023-11-21 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 2,456 25.01 61.4K 1,614,293
2023-11-20 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 22,328 25.02 558.6K 1,616,749
2023-11-17 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 890 25.01 22.3K 1,639,077
2023-11-17 MILLER KEVIN D Officer S-Sale D Common Stock 5,092 24.50 124.8K 535,000
2023-11-15 MILLER KEVIN D Officer S-Sale D Common Stock 411 24.61 10.1K 540,092
2023-11-14 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 620 25.02 15.5K 1,639,967
2023-11-14 MILLER KEVIN D Officer S-Sale D Common Stock 9,306 24.60 228.9K 540,503
2023-11-13 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 9,227 25.04 231.0K 1,640,587
2023-11-13 MILLER KEVIN D Officer S-Sale D Common Stock 15,191 24.85 377.5K 549,809
2023-11-10 MILLER KEVIN D Officer S-Sale D Common Stock 15,387 24.00 369.3K 565,000
2023-08-07 Saks Michael Officer S-Sale D Common Stock 3,855 19.64 75.7K 124,296
2023-07-31 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 15,149 20.01 303.1K 1,700,000
2023-07-28 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 21,350 20.00 427.0K 1,715,149
2023-07-18 Vizi Bradley Director / Officer / 10% Owner S-Sale D Common Stock 13,501 20.01 270.2K 1,736,499
2023-06-23 Saks Michael Officer A-Award A Common Stock 4,179 0.00 128,151
2023-03-23 Saks Michael Officer A-Award A Common Stock 2,381 0.00 123,972
2023-01-03 Vizi Bradley Officer A-Award A Common Stock 125,000 0.00 1,750,000
2023-01-03 Komarneni Jayanth Sree Director A-Award A Common Stock 3,107 0.00 57,819
2023-01-03 Kakodkar Swarna Srinivas Director A-Award A Common Stock 3,107 0.00 52,927
2023-01-03 Genovese Richard A. Director A-Award A Common Stock 3,107 0.00 12,082
2023-01-03 Amadi Chigozie Obinna Director A-Award A Common Stock 3,107 0.00 9,607
2023-01-01 Vizi Bradley Officer A-Award A Common Stock 250,000 0.00 1,625,000
2022-12-15 Amadi Chigozie Obinna Director D Common Stock 0 0.00 6,500
2022-12-14 BALLOU ROGER H Director S-Sale D Common Stock 7,674 14.95 114.7K 98,585
2022-12-01 BALLOU ROGER H Director S-Sale D Common Stock 9,800 15.26 149.5K 106,259
2022-11-30 Genovese Richard A. Director S-Sale D Common Stock 25,000 15.00 375.0K 8,975
2022-11-29 BALLOU ROGER H Director S-Sale D Common Stock 1,400 15.02 21.0K 116,059
2022-11-28 BALLOU ROGER H Director S-Sale D Common Stock 6,433 15.34 98.7K 117,459
2022-11-22 BALLOU ROGER H Director S-Sale D Common Stock 2,000 15.28 30.6K 123,892
2022-11-18 BALLOU ROGER H Director S-Sale D Common Stock 11,458 15.71 180.0K 125,892
2022-11-17 BALLOU ROGER H Director S-Sale D Common Stock 3,132 15.62 48.9K 137,350
2022-11-16 BALLOU ROGER H Director S-Sale D Common Stock 5,600 15.89 89.0K 140,482
2022-11-15 BALLOU ROGER H Director S-Sale D Common Stock 13,300 15.79 210.0K 146,082
2022-11-14 BALLOU ROGER H Director S-Sale D Common Stock 12,113 16.02 194.1K 170,469
2022-08-17 BALLOU ROGER H Director S-Sale D Common Stock 300 17.80 5.3K 182,582
2022-06-27 MILLER KEVIN D Officer S-Sale D Common Stock 16,250 24.00 390.1K 583,750
2022-06-03 Vizi Bradley Officer S-Sale D Common Stock 17,026 27.17 462.6K 1,375,000
2022-06-03 Saks Michael Officer S-Sale D Common Stock 10,000 27.02 270.2K 119,343
2022-05-18 MILLER KEVIN D Officer S-Sale D Common Stock 32,639 21.22 692.6K 604,250
2022-05-17 MILLER KEVIN D Officer S-Sale D Common Stock 4,250 21.00 89.3K 600,000
2022-05-13 MILLER KEVIN D Officer S-Sale D Common Stock 770 20.25 15.6K 646,605
2022-05-12 MILLER KEVIN D Officer S-Sale D Common Stock 3,500 20.12 70.4K 650,000
2022-05-11 MILLER KEVIN D Officer S-Sale D Common Stock 89,590 19.35 1.73M 653,500
2022-05-10 Genovese Richard A. Director S-Sale D Common Stock 27,813 18.53 515.4K 33,975
2022-05-09 BALLOU ROGER H Director S-Sale D Common Stock 40,000 18.14 725.6K 182,882
2022-05-06 Vizi Bradley Officer S-Sale D Common Stock 7,500 20.10 150.8K 1,467,026
2022-05-03 Vizi Bradley Officer S-Sale D Common Stock 35,278 20.03 706.6K 1,476,065
2022-02-28 Saks Michael Officer A-Award A Common Stock 10,000 0.00 129,343
2022-01-21 Vizi Bradley Director / Officer / 10% Owner A-Award A Common Stock 125,000 0.00 1,542,026
2021-12-16 Komarneni Jayanth Sree Director A-Award A Common Stock 7,189 0.00 54,712
2021-12-16 Kakodkar Swarna Srinivas Director A-Award A Common Stock 7,189 0.00 49,820
2021-12-16 Genovese Richard A. Director A-Award A Common Stock 7,189 0.00 61,788
2021-12-16 BALLOU ROGER H Director A-Award A Common Stock 7,189 0.00 222,882
2021-03-29 Petraglia Frank William Jr Officer A-Award A Common Stock 10,000 0.00 108,035
2021-01-15 Vizi Bradley Director / Officer / 10% Owner A-Award A Common Stock 125,000 0.00 1,415,526
2021-01-15 Komarneni Jayanth Sree Director A-Award A Common Stock 20,737 0.00 47,523
2020-12-18 Vizi Bradley Director / Officer / 10% Owner A-Award A Common Stock 125,000 0.00 1,289,026
2020-12-18 MILLER KEVIN D Officer A-Award A Common Stock 125,000 0.00 740,731
2020-12-18 Komarneni Jayanth Sree Director A-Award A Common Stock 26,786 0.00 26,786
2020-12-18 Kakodkar Swarna Srinivas Director A-Award A Common Stock 26,786 0.00 42,631
2020-12-18 Genovese Richard A. Director A-Award A Common Stock 26,786 0.00 54,599
2020-12-18 BALLOU ROGER H Director A-Award A Common Stock 26,786 0.00 215,693
2020-12-17 Komarneni Jayanth Sree Director D Common Stock 0 0.00 0
2020-08-03 Saks Michael Officer A-Award A Common Stock 10,000 0.00 114,843
2020-08-03 Petraglia Frank William Jr Officer A-Award A Common Stock 32,258 0.00 98,035
2020-08-03 Boyle Michael Edward Officer A-Award A Common Stock 10,000 0.00 41,552
2020-06-02 Vizi Bradley Director / Officer S-Sale D Common Stock 266,074 1.20 319.3K 0
2020-06-02 Saks Michael Officer A-Award A Common Stock 20,000 0.00 103,343
2020-06-02 MILLER KEVIN D Officer P-Purchase A Common Stock 150,000 1.20 180.0K 614,231
2020-06-02 BALLOU ROGER H Director P-Purchase A Common Stock 100,000 1.20 120.0K 188,907
2020-05-15 Boyle Michael Edward Officer A-Award A Common Stock 21,552 0.00 31,552
2020-04-21 Petraglia Frank William Jr Officer A-Award A Common Stock 15,000 0.00 65,777
2020-01-16 Vizi Bradley Director / Officer / 10% Owner A-Award A Common Stock 150,000 0.00 312,526
2019-12-13 SNODGRASS S GARY Director A-Award A Common Stock 15,845 0.00 72,453
2019-12-13 Kakodkar Swarna Srinivas Director A-Award A Common Stock 15,845 0.00 15,845
2019-12-13 KOPYT LEON Director A-Award A Common Stock 15,845 0.00 600,547
2019-12-13 Genovese Richard A. Director A-Award A Common Stock 15,845 0.00 27,813
2019-12-13 BALLOU ROGER H Director A-Award A Common Stock 15,845 0.00 88,907
2019-05-28 MILLER KEVIN D Officer A-Award A Common Stock 10,000 0.00 461,231
2019-03-14 Vizi Bradley Director / Officer / 10% Owner P-Purchase A Common Stock 637,000 3.92 2.50M 2,692,065
2019-01-28 Boyle Michael Edward Officer A-Award A Common Stock 10,000 0.00 10,000
2019-01-21 Vizi Bradley Director / Officer / 10% Owner A-Award A Common Stock 47,148 0.00 119,526
2018-12-14 Vizi Bradley Director / 10% Owner A-Award A Common Stock 20,000 0.00 72,378
2018-12-14 SNODGRASS S GARY Director A-Award A Common Stock 11,968 0.00 56,608
2018-12-14 KOPYT LEON Director A-Award A Common Stock 11,968 0.00 584,702
2018-12-14 Genovese Richard A. Director A-Award A Common Stock 11,968 0.00 11,968
2018-12-14 BALLOU ROGER H Director A-Award A Common Stock 11,968 0.00 73,062
2018-12-12 BALLOU ROGER H Director P-Purchase A Common Stock 595 4.02 2.4K 61,094
2018-12-11 BALLOU ROGER H Director P-Purchase A Common Stock 800 4.15 3.3K 60,499
2018-12-10 BALLOU ROGER H Director P-Purchase A Common Stock 1,051 3.97 4.2K 59,699
2018-12-07 BALLOU ROGER H Director P-Purchase A Common Stock 600 3.91 2.3K 58,648
2018-12-06 BALLOU ROGER H Director P-Purchase A Common Stock 600 4.03 2.4K 58,048
2018-12-04 BALLOU ROGER H Director P-Purchase A Common Stock 1,170 4.14 4.8K 57,448
2018-12-03 BALLOU ROGER H Director P-Purchase A Common Stock 800 4.06 3.2K 56,278
2018-11-30 BALLOU ROGER H Director P-Purchase A Common Stock 700 4.11 2.9K 55,478
2018-11-29 BALLOU ROGER H Director P-Purchase A Common Stock 200 4.01 801.00 54,778
2018-11-28 BALLOU ROGER H Director P-Purchase A Common Stock 100 4.00 399.50 54,578
2018-11-27 BALLOU ROGER H Director P-Purchase A Common Stock 20 3.99 79.80 54,478
2018-11-26 BALLOU ROGER H Director P-Purchase A Common Stock 100 3.99 399.00 54,458
2018-11-21 BALLOU ROGER H Director P-Purchase A Common Stock 200 3.99 798.00 53,678
2018-11-20 BALLOU ROGER H Director P-Purchase A Common Stock 100 3.96 396.00 53,478
2018-11-02 Petraglia Frank William Jr Officer A-Award A Common Stock 12,500 0.00 46,277
2018-06-01 Vizi Bradley Director / Officer / 10% Owner A-Award A Common Stock 15,000 0.00 52,378
2018-06-01 Petraglia Frank William Jr Officer D Common Stock 0 0.00 32,277
2018-06-01 Boyle Michael Edward Officer D Common Stock 0 0.00 0
2017-12-08 Vizi Bradley Director / 10% Owner A-Award A Common Stock, $0.05 par value 5,839 6.85 40.0K 37,378
2017-12-08 SNODGRASS S GARY Director A-Award A Common Stock 5,839 0.00 44,640
2017-12-08 Machon Richard D. Director A-Award A Common Stock 5,839 0.00 50,128
2017-12-08 KOPYT LEON Director A-Award A Common Stock 5,839 0.00 572,734
2017-12-08 HARVEST FINANCIAL CORPORATION I Common Stock, $0.05 par value 0 0.00 2,055,065
2017-12-08 Fein Maier O Director A-Award A Common Stock 5,839 0.00 36,128
2017-12-08 BALLOU ROGER H Director A-Award A Common Stock 5,839 0.00 53,378
2016-12-01 Vizi Bradley Director / 10% Owner A-Award A Common Stock, $0.05 par value 6,289 0.00 17,289
2016-12-01 SNODGRASS S GARY Director A-Award A Common Stock 6,289 0.00 38,801
2016-12-01 Machon Richard D. Director A-Award A Common Stock 6,289 0.00 44,289
2016-12-01 KOPYT LEON Director A-Award A Common Stock 6,289 0.00 566,895
2016-12-01 Fein Maier O Director A-Award A Common Stock 6,289 0.00 30,289
2016-12-01 BALLOU ROGER H Director A-Award A Common Stock 6,289 0.00 47,539
2016-04-26 Petraglia Frank William Jr Officer D Common Stock 0 0.00 0
2016-02-23 MILLER KEVIN D Officer A-Award A Common Stock 10,000 0.00 451,231
2016-02-23 CAMPANELLI ROCCO Officer A-Award A Common Stock 15,000 0.00 164,269
2015-12-14 IRS Partners No. 19, L.P. 10% Owner P-Purchase A Common Stock, $0.05 par value 100 5.52 552.00 2,055,065
2015-12-11 IRS Partners No. 19, L.P. 10% Owner P-Purchase A Common Stock, $0.05 par value 63,590 5.42 344.7K 2,054,965
2015-12-03 Vizi Bradley Director / 10% Owner A-Award A Restricted Stock Unit 8,000 0.00 8,000
2015-12-03 SNODGRASS S GARY Director A-Award A Common Stock 8,000 0.00 32,512
2015-12-03 Machon Richard D. Director A-Award A Common Stock 8,000 0.00 38,000
2015-12-03 KOPYT LEON Director A-Award A Common Stock 8,000 0.00 560,606
2015-12-03 Fein Maier O Director A-Award A Common Stock 8,000 0.00 24,000
2015-12-03 BALLOU ROGER H Director A-Award A Common Stock 8,000 0.00 41,250
2015-08-20 IRS Partners No. 19, L.P. 10% Owner P-Purchase A Common Stock, $0.05 par value 437,600 4.76 2.08M 1,991,375
2015-08-19 BALLOU ROGER H Director P-Purchase A Common Stock 1,600 4.87 7.8K 33,250
2015-08-18 BALLOU ROGER H Director P-Purchase A Common Stock 9,900 4.72 46.7K 31,650
2015-08-17 BALLOU ROGER H Director P-Purchase A Common Stock 131 4.62 605.22 21,381
2015-05-28 Vizi Bradley Director / 10% Owner P-Purchase A Common Stock, $0.05 par value 87,500 5.55 485.6K 1,553,775
2014-12-19 Brandt Timothy Officer M-Exempt A Common Stock 20,000 5.40 108.0K 50,000

Executive team

Top executives
EBIT / Employee
5.9K
Shares Outstanding
7.09M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Bradley S. Vizi Executive Chairman & President 475.0K 7.25M 6.2K 7.73M 93.78%
2 2024 Kevin Miller Chief Financial Officer 370.0K 22.2K 392.2K 0.00%
3 2024 Michael Saks Division President, Health Care Services 300.0K 75.0K 14.9K 389.9K 19.24%
4 2023 Bradley S. Vizi Executive Chairman President 475.0K 3.13M 6.5K 3.61M 86.65%
5 2023 Bradley S. Vizi Executive Chairman & President 475.0K 3.13M 6.5K 3.61M 86.65%
6 2023 Kevin Miller Chief Financial Officer 370.0K 23.3K 393.3K 0.00%
7 2023 Michael Saks Division President, Health Care Services 300.0K 73.0K 15.6K 389.2K 18.76%
8 2022 Bradley S. Vizi Executive Chairman President 475.0K 1.96M 6.5K 2.45M 80.32%
9 2022 Michael Saks Division President, Health Care Services 285.0K 70.9K 345.0K 15.0K 716.0K 9.90%
10 2022 Michael Saks Division President, Health Care Services 285.0K 70.9K 345.0K 15.0K 715.9K 9.90%
11 2022 Kevin Miller Chief Financial Officer 370.0K 255.0K 22.4K 647.4K 0.00%
12 2022 Frank Petraglia President, Engineering Services 162.5K 8.5K 171.0K 0.00%
13 2021 Bradley S. Vizi Executive Chairman President 375.0K 678.8K 6.0K 1.06M 64.05%
14 2021 Kevin Miller Chief Financial Officer 370.0K 225.0K 21.6K 616.6K 0.00%
15 2021 Michael Saks Division President, Health Care Services 285.0K 240.0K 14.5K 539.5K 0.00%
16 2021 Michael Saks President, Health Care Services 285.0K 240.0K 13.3K 538.3K 0.00%
17 2020 Bradley S. Vizi Executive Chairman President 250.0K 423.0K 5.4K 678.4K 62.35%
18 2020 Kevin Miller Chief Financial Officer 370.0K 75.0K 17.7K 462.7K 0.00%
19 2020 Michael Saks President, Health Care Services 275.0K 75.0K 15.5K 12.0K 377.5K 4.11%
20 2020 Michael Saks Division President, Health Care Services 275.0K 75.0K 15.5K 12.0K 377.5K 4.11%
21 2019 Michael Saks President, Health Care Services 275.0K 229.7K 20.5K 525.2K 0.00%
22 2019 Bradley S. Vizi Executive Chairman President 250.0K 175.2K 4.9K 430.1K 40.74%
23 2019 Kevin Miller Chief Financial Officer 370.0K 36.8K 406.8K 0.00%
24 2018 Frank Petraglia President, Engineering Services 289.7K 50.8K 130.0K 24.1K 494.6K 10.26%
25 2018 Bradley S. Vizi Executive Chairman President 135.6K 332.0K 23.1K 490.6K 67.66%
26 2018 Bradley S. Vizi Executive Chairman President 135.6K 332.0K 23.1K 490.6K 67.66%
27 2018 Michael Saks President, Health Care Services 275.0K 175.0K 31.1K 481.1K 0.00%
28 2018 Kevin Miller Chief Financial Officer 370.0K 34.2K 59.2K 463.4K 7.38%
29 2018 Rocco Campanelli President and CEO 212.6K 22.5K 235.1K 0.00%
30 2017 Rocco Campanelli President and CEO 400.0K 87.5K 37.2K 524.7K 0.00%
31 2017 Frank Petraglia President, Engineering Services 250.0K 64.2K 160.0K 18.4K 492.6K 13.03%
32 2017 Kevin D. Miller CFO, Treasurer and Secretary 370.0K 56.3K 55.8K 482.0K 0.00%
33 2017 Michael Saks President, Health Care Services 260.0K 165.0K 29.4K 454.4K 0.00%
34 2017 Michael Saks Sr. VP Health Care Services 260.0K 165.0K 29.4K 454.4K 0.00%
35 2016 Kevin D. Miller CFO, Treasurer and Secretary 370.0K 37.5K 54.8K 462.3K 0.00%
36 2016 Rocco Campanelli President and CEO 400.0K 25.0K 36.5K 461.5K 0.00%
37 2016 Michael Saks Sr. VP Health Care Services 250.0K 145.6K 29.3K 424.8K 0.00%
38 2015 Rocco Campanelli President and CEO 400.0K 34.7K 512.0K 0.00%
39 2015 Timothy Brandt Senior VP IT CS and Corporate Sales 260.0K 210.8K 25.4K 496.3K 0.00%
40 2015 Kevin D. Miller CFO, Treasurer and Secretary 370.0K 52.8K 474.3K 0.00%
41 2015 Michael Saks Sr. VP Health Care Services 202.7K 220.4K 27.7K 450.8K 0.00%
42 2014 Rocco Campanelli President and CEO 388.3K 185.3K 32.8K 765.3K 0.00%
43 2014 Kevin D. Miller CFO, Treasurer and Secretary 370.0K 141.0K 51.4K 681.7K 0.00%
44 2014 Timothy Brandt Senior VP IT CS and Corporate Sales 260.0K 246.6K 23.4K 649.2K 0.00%
45 2014 Leon Kopyt Former President and CEO 140.4K 24.8K 168.5K 333.6K 0.00%
46 2013 Leon Kopyt Former President and CEO 730.0K 176.9K 42.5K 949.5K 0.00%
47 2013 Leon Kopyt President and CEO 730.0K 176.9K 42.5K 949.5K 0.00%
48 2013 Rocco Campanelli President and CEO 330.0K 204.4K 24.2K 558.6K 0.00%
49 2013 Rocco Campanelli Executive Vice President 330.0K 204.4K 24.2K 558.6K 0.00%
50 2013 Kevin D. Miller CFO, Treasurer and Secretary 370.0K 88.5K 43.6K 502.1K 0.00%
51 2013 Timothy Brandt Senior VP IT CS and Corporate Sales 236.8K 150.0K 22.4K 409.2K 0.00%
52 2012 Leon Kopyt President and CEO 660.0K 133.6K 41.0K 1.06M 0.00%
53 2012 Kevin D. Miller CFO, Treasurer and Secretary 330.0K 66.8K 37.8K 631.3K 0.00%
54 2012 Rocco Campanelli Executive Vice President 300.0K 100.0K 23.6K 620.3K 0.00%
55 2011 Leon Kopyt President and CEO 660.0K 165.4K 40.0K 865.3K 0.00%
56 2011 Kevin D. Miller CFO, Treasurer and Secretary 330.0K 82.7K 32.4K 445.1K 0.00%
57 2011 Rocco Campanelli Executive Vice President 300.0K 121.7K 22.8K 444.5K 0.00%
58 2011 Michael Saks Senior Vice President 175.0K 74.4K 20.4K 269.7K 0.00%
59 2011 Timothy Brandt Senior VP IT CS and Corporate Sales 46.2K 25.0K 2.8K 73.9K 0.00%
60 2010 Leon Kopyt President and CEO 625.0K 210.9K 50.1K 886.1K 0.00%
61 2010 Rocco Campanelli Executive Vice President 275.0K 207.3K 22.2K 504.5K 0.00%
62 2010 Kevin D. Miller CFO, Treasurer and Secretary 300.0K 52.7K 31.5K 384.2K 0.00%
63 2010 Michael Saks Senior Vice President 175.0K 130.0K 20.9K 325.9K 0.00%
64 2010 Bill Gargano Group Sr. Vice President 225.0K 50.0K 10.1K 285.1K 0.00%
65 2009 Leon Kopyt President and CEO 625.0K 74.0K 259.2K 49.8K 1.01M 7.34%
66 2009 Kevin D. Miller CFO, Treasurer and Secretary 300.0K 23.7K 49.3K 64.8K 29.3K 467.2K 10.56%
67 2009 Rocco Campanelli Executive Vice President 250.0K 24.7K 130.0K 9.4K 414.0K 5.96%
68 2009 Bill Gargano Group Sr. Vice President 225.0K 24.7K 125.0K 9.1K 383.8K 6.43%
69 2009 Michael Saks Senior Vice President 175.0K 14.8K 118.9K 6.8K 315.6K 4.69%
70 2008 Leon Kopyt President and CEO 550.0K 26.4K 49.5K 625.9K 0.00%
71 2008 Michael Saks Senior Vice President 160.0K 232.2K 9.0K 401.2K 0.00%
72 2008 Kevin D. Miller CFO, Treasurer and Secretary 256.3K 50.0K 27.8K 334.1K 0.00%
73 2008 Bill Gargano Group Sr. Vice President 195.0K 129.2K 9.0K 324.2K 0.00%
74 2008 Rocco Campanelli Executive Vice President 225.0K 30.0K 28.6K 9.2K 292.8K 0.00%
75 2008 Stanton Remer EVP, CFO, Treasurer and Secretary 187.5K 4.5K 192.0K 0.00%
76 2007 Leon Kopyt President and CEO 550.0K 248.7K 19.1K 817.8K 0.00%
77 2007 Rocco Campanelli Executive Vice President 225.0K 168.1K 10.6K 403.7K 0.00%
78 2007 Michael Saks Senior Vice President 156.3K 156.0K 9.0K 321.3K 0.00%
79 2007 Bill Gargano Group Sr. Vice President 183.4K 116.8K 10.4K 310.6K 0.00%
80 2007 Kevin D. Miller CFO, Treasurer and Secretary 250.0K 45.0K 14.1K 309.1K 0.00%
81 2007 Stanton Remer EVP, CFO, Treasurer and Secretary 250.0K 49.7K 7.2K 307.0K 0.00%
82 2006 Leon Kopyt President and CEO 525.0K 100.0K 19.5K 644.5K 0.00%
83 2006 Leon Kopyt President and CEO 525.0K 100.0K 19.5K 644.5K 0.00%
84 2006 Rocco Campanelli Executive Vice President 225.0K 100.0K 10.5K 335.5K 0.00%
85 2006 Rocco Campanelli Executive Vice President 225.0K 100.0K 10.5K 335.5K 0.00%
86 2006 Michael Saks Senior Vice President 150.0K 145.9K 9.1K 304.9K 0.00%
87 2006 Bill Gargano Group Sr. Vice President 175.0K 97.5K 9.1K 281.6K 0.00%
88 2006 Kevin D. Miller CFO, Treasurer and Secretary 225.0K 35.0K 13.9K 273.9K 0.00%
89 2006 Kevin D. Miller CFO, Treasurer and Secretary 225.0K 35.0K 13.9K 273.9K 0.00%
90 2006 Stanton Remer EVP, CFO, Treasurer and Secretary 225.0K 40.9K 7.2K 273.1K 0.00%
91 2006 Stanton Remer EVP, CFO, Treasurer and Secretary 225.0K 40.9K 7.2K 273.1K 0.00%
92 2006 James Schappert 175.0K 67.5K 10.3K 265.3K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-11-13 DEF 14A
2024-11-07 DEF 14A
2023-11-09 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 4
2026-05-06 4
2026-05-04 8-K
2026-05-04 10-K/A
2026-04-29 4
2026-04-24 4
2026-04-21 4
2026-04-17 4
2026-04-17 4
2026-04-09 4

Executive team

NameTitleCompensationGender
Bradley S. Vizi Executive Chairman & President 481.2K male
Kevin D. Miller Chief Financial Officer, Treasurer & Secretary 392.2K male
Michael Saks Division President of Health Care Services 314.9K male
William D. Gargano Group Senior Vice President of IT & Life Sciences Services 285.1K male
Christine Ciocca Executive Vice President of Aerospace & Defense female
ESG Rating
B
CONGLOMERATES
Rank: 10 out of 30
2016
E (Environmental)
75.4 / 74.3
Company / Sector avg.
S (Social)
60.8 / 80.5
Company / Sector avg.
G (Governance)
64.4 / 69.5
Company / Sector avg.
ESG Total
66.8 / 74.8
Company / Sector avg.
ESG Score History CONGLOMERATES
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 yield history

Dividend history

Earnings history

Earnings reports

Stock splits