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Senseonics Holdings, Inc. (SENS)

USD5.14 +0.11 (+2.19%)
US NASDAQ Healthcare Medical - Devices
Address 20451 Seneca Meadows Parkway 20876-7005
Germantown, MD, US
CEO Timothy T. Goodnow
IPO 2015-12-22
CIK 1616543 ISIN US81727U3032

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Description

Senseonics Holdings, Inc. operates as a medical technology enterprise, specializing in the development and commercialization of continuous glucose monitoring (CGM) systems. These innovative solutions cater to individuals with diabetes across the United States, Europe, the Middle East, and Africa. The company's core product offerings, Eversense and Eversense XL, are advanced implantable CGM devices. They function by continuously tracking glucose levels through an under-the-skin sensor, a detachable and rechargeable smart transmitter, and an intuitive mobile application. This setup enables real-time diabetes monitoring and management for durations of up to half a year. Senseonics delivers its products and services to healthcare providers and patients alike via an extensive network of distributors and strategic fulfillment partners. Additionally, the firm maintains a collaborative agreement with the University Hospitals Accountable Care Organization. Founded in 1996, Senseonics Holdings, Inc. is headquartered in Germantown, Maryland.

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
USD5.14 +0.11 (+2.19%)
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Volume Profile
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Liquidity & share structure
Average Volume
833.6K
Beta
0.97
Float Shares
37.85M
Free Float %
90.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.17% +7.46% -13.77% -24.01% -12.59% +4.35% -52.00% -61.90% -84.18% -91.27% -91.14%
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 (16 ratings, all time) Buy
Price Targets & DCF
Current price
5.14
Low 8.00 +55.6%
Consensus 11.00 +114.0%
Median 11.00 +114.0%
High 14.00 +172.4%
Ratings Trend (MoM) 63% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 4 0
Hold 2 0
Sell 0 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
9.00
+75.1%
Last Year 2
15.50
+201.6%
All Time 3
30.33
+490.1%
Quality scores
Altman Z-Score
-13.41
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
0 / 10
No MOAT
Composite Rating
D+
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
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
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Devices: +11.2%
    +56.9% Q1'26: +87.2% (vs Q1'25)
  • EPS growth Medical - Devices: +28.5%
    +33.6% Q1'26: -77.5% (vs Q1'25)
  • FCF margin FCF growth · Medical - Devices: +30.9%
    -204.2% Q1'26: -274.4% (vs Q1'25)
  • EBIT margin Medical - Devices: +6.2%
    -182.0% Q1'26: -271.9% (vs Q1'25)
  • ROIC Medical - Devices: +3.3%
    -765.0% Q1'26: -992.1% (vs Q1'25)
  • Share dilution Medical - Devices: 0.0%
    +32.5% Q1'26: +27.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Devices: -0.35×
    -0.66× Q1'26: -0.34× (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 (1.06) × ERP
WACC = 84% × Ke + 16% × Kd (12.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 5.14
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 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
5 Rev. Ana.
3 EPS Ana.
Dec 2027
6 Rev. Ana.
5 EPS Ana.
Dec 2028
5 Rev. Ana.
4 EPS Ana.
Dec 2029
2 Rev. Ana.
2 EPS Ana.
Dec 2030
2 Rev. Ana.
2 EPS Ana.
Revenue
332.0K
est: 281.9K (+17.8%)
6.37M
est: 6.42M (-0.8%)
18.91M
est: 19.71M (-4.1%)
21.30M
est: 20.45M (+4.2%)
4.95M
est: 4.18M (+18.5%)
13.68M
est: 13.65M (+0.2%)
16.39M
est: 16.23M (+1.0%)
22.39M
est: 24.04M (-6.9%)
22.47M
est: 22.13M (+1.5%)
35.26M
est: 35.20M (+0.2%)
62.06M
61.67M – 62.45M
+76.3% YoY
98.27M
89.38M – 109.57M
+58.4% YoY
137.45M
136.10M – 138.80M
+39.9% YoY
201.41M
184.60M – 229.55M
+46.5% YoY
273.87M
251.00M – 312.12M
+36.0% YoY
EBITDA
-42.17M
est: -35.77M (-17.9%)
-55.78M
est: -3.85M (-1,347.4%)
-85.42M
est: -11.83M (-622.2%)
-99.41M
est: -12.27M (-710.1%)
-157.86M
est: -2.51M (-6,201.0%)
-284.52M
est: -2.60B (+89.1%)
161.81M
est: -2.42B (+106.7%)
-48.01M
est: -14.42M (-232.8%)
-68.70M
est: -13.28M (-417.4%)
-62.65M
est: -21.12M (-196.6%)
-37.24M
-37.47M – -37.00M
-76.3% YoY
-58.96M
-65.74M – -53.63M
-58.4% YoY
-82.47M
-83.28M – -81.66M
-39.9% YoY
-120.85M
-137.73M – -110.76M
-46.5% YoY
-164.32M
-187.27M – -150.60M
-36.0% YoY
EBIT
-42.33M
est: -36.03M (-17.5%)
-56.00M
est: -3.85M (-1,353.3%)
-85.69M
est: -11.83M (-624.5%)
-100.41M
est: -12.27M (-718.2%)
-159.00M
est: -2.51M (-6,246.5%)
-285.75M
est: -159.85M (-78.8%)
160.82M
est: -153.20M (+205.0%)
-49.28M
est: -14.42M (-241.7%)
-70.18M
est: -13.28M (-428.5%)
-64.16M
est: -21.12M (-203.8%)
-37.24M
-37.47M – -37.00M
-76.3% YoY
-58.96M
-65.74M – -53.63M
-58.4% YoY
-82.47M
-83.28M – -81.66M
-39.9% YoY
-120.85M
-137.73M – -110.76M
-46.5% YoY
-164.32M
-187.27M – -150.60M
-36.0% YoY
Net Income
-43.93M
est: -37.40M (-17.5%)
-59.10M
est: -332.16M (+82.2%)
-93.97M
est: -412.20M (+77.2%)
-115.55M
est: -402.87M (+71.3%)
-175.17M
est: -271.56M (+35.5%)
-302.47M
est: -2.65B (+88.6%)
142.12M
est: -67.93M (+309.2%)
-60.39M
est: -5.71M (-957.8%)
-78.62M
est: -105.20M (+25.3%)
-69.11M
est: -61.06M (-13.2%)
-107.52M
-111.48M – -103.55M
-76.1% YoY
-121.66M
-122.39M – -84.73M
-13.2% YoY
-98.83M
-110.64M – -45.96M
+18.8% YoY
-52.72M
-62.29M – -46.99M
+46.7% YoY
-16.97M
-20.05M – -15.13M
+67.8% YoY
SGA
15.76M
est: 861.4K (+1,729.4%)
22.19M
est: 19.62M (+13.1%)
47.57M
est: 60.23M (-21.0%)
72.78M
est: 62.49M (+16.5%)
41.35M
est: 12.76M (+224.1%)
29.15M
est: 41.70M (-30.1%)
31.63M
est: 49.60M (-36.2%)
29.94M
est: 40.44M (-26.0%)
34.23M
est: 37.24M (-8.1%)
52.51M
est: 59.22M (-11.3%)
104.41M
103.75M – 105.07M
+76.3% YoY
165.33M
150.37M – 184.35M
+58.4% YoY
231.25M
228.98M – 233.52M
+39.9% YoY
338.86M
310.56M – 386.19M
+46.5% YoY
460.75M
422.28M – 525.12M
+36.0% YoY
EPS
-9.80
est: -10.17 (+3.7%)
-10.20
est: -10.55 (+3.3%)
-12.00
est: -13.09 (+8.3%)
-12.20
est: -12.80 (+4.7%)
-15.40
est: -8.62 (-78.6%)
-14.40
est: -18.70 (+23.0%)
6.07
est: -3.27 (+285.7%)
-2.20
est: -0.13 (-1,566.7%)
-2.50
est: -2.52 (+0.8%)
-1.66
est: -1.46 (-13.4%)
-2.56
-2.67 – -2.48
-75.1% YoY
-2.39
-2.93 – -2.03
+6.8% YoY
-1.80
-2.65 – -1.10
+24.8% YoY
-1.26
-1.49 – -1.13
+29.7% YoY
-0.41
-0.48 – -0.36
+67.8% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-06 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-05 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-04 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-01 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-30 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-29 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-28 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-27 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-24 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-23 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-22 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-21 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-20 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-17 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-16 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-78.71M
OE per share TTM
-1.88
Owner's Yield
-32.05%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
11.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
12
Total invested
246.5K
Insider transactions (90d)
0
Beneficial owners (>5%)
37
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 PHC Holdings Corporation 68.30M 24.80% 68.30M 68.30M CO 2020-11-05
2 (1) BlackRock, Inc. 31.08M 7.00% 30.71M 31.08M HC Delaware 2022-02-04
3 Roche Finance Ltd 28.35M 11.50% 28.35M CO Switzerland 2021-02-16
4 Roche Holding Ltd 28.35M 11.50% 28.35M CO Switzerland 2021-02-16
5 NEA Partners VII, Limited Partnership 25.59M 33.20% 25.59M PN Delaware 2016-02-11
6 New Enterprise Associates VII, Limited Partnership 25.59M 33.20% 25.59M PN Delaware 2016-02-11
7 Peter J. Barris 25.59M 33.20% 25.59M IN United States 2016-02-11
8 2 21.45M 8.00% 21.45M 21.45M PN Delaware 2021-01-19
9 Steward Capital Holdings, LP 19.00M 4.40% 19.00M 19.00M PN Delaware 2021-06-24
10 Gilder, Gagnon, Howe & Co. LLC 18.23M 10.40% 107.2K 107.2K 18.13M BD New York 2018-07-10
11 LLC 17.94M 10.15% 107.2K 107.2K 17.84M BD New York 2019-02-15
12 NEA Partners 10, Limited Partnership 16.79M 7.20% 16.79M 16.79M PN Delaware 2020-10-06
13 NEA Partners 9, Limited Partnership 16.79M 7.20% 16.79M 16.79M PN Delaware 2020-10-06
14 New Enterprise Associates 10, Limited Partnership 16.79M 7.20% 16.79M 16.79M PN Delaware 2020-10-06
15 New Enterprise Associates 9, Limited Partnership 16.79M 7.20% 16.79M 16.79M PN Delaware 2020-10-06
16 M. James Barrett 14.32M 18.80% 14.32M IN United States 2016-02-11
17 Wellington Group Holdings LLP 13.36M 6.57% 11.85M HC Massachusetts 2020-01-28
18 Wellington Investment Advisors Holdings LLP 13.36M 6.57% 11.85M HC Massachusetts 2020-01-28
19 Wellington Management Group LLP 13.36M 6.57% 11.85M HC Massachusetts 2020-01-28
20 Wellington Management Company LLP 12.95M 6.37% 11.85M IA Massachusetts 2020-01-28
21 Highbridge Capital Management, LLC 12.59M 2.75% 12.59M IA, OO State of Delaware 2022-02-11
22 GEORGE SOROS 12.26M 4.75% 12.26M IN United States 2021-02-16
23 SOROS FUND MANAGEMENT LLC 12.26M 4.75% 12.26M OO Delaware 2021-02-16
24 1992 Tactical Credit Master Fund, L.P. 11.86M 5.62% 11.86M PN State of Delaware 2019-07-29
25 Scott D. Sandell 11.58M 5.00% 11.58M 11.58M IN States 2020-10-06
26 ENERGY CAPITAL, LLC 7.96M 8.51% 7.96M 7.96M OO U.S. 2017-02-24
27 ROBERT J. SMITH 7.96M 8.51% 7.96M 7.96M IN U.S. 2017-02-24
28 Highbridge Tactical Credit Master Fund, L.P. 6.62M 2.62% 6.62M PN State of Delaware 2021-02-16
29 Augustine Lawlor 6.10M 6.60% 6.10M IN United States 2016-03-28
30 Christopher Mirabelli, Ph.D. 6.10M 6.60% 6.10M IN United States 2016-03-28
31 Harold R. Werner 6.10M 6.60% 6.10M IN United States 2016-03-28
32 HealthCare Partners VI, L.P. 6.10M 6.60% 6.10M PN Delaware 2016-03-28
33 HealthCare Ventures VI, L.P. 6.10M 6.60% 6.10M PN Delaware 2016-03-28
34 James H. Cavanaugh, Ph.D. 6.10M 6.60% 6.10M IN United States 2016-03-28
35 John W. Littlechild 6.10M 6.60% 6.10M IN United States 2016-03-28
36 SBLE, LLC 5.91M 6.31% 5.91M 5.91M OO U.S. 2017-02-24
37 SUSAN L. COYNE 5.91M 6.31% 5.91M 5.91M IN U.S. 2017-02-24

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
12
-77 vs prev Q
New positions
3
Closed positions
78
Increased
4
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 VANGUARD GROUP INC 1.83M +1.8M (+100.0%) 10.12M +10.1M (+100.0%) 4.08% +4.078 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 594.8K +594.8K (+100.0%) 3.28M +3.3M (+100.0%) 1.32% +1.323 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
3 GEODE CAPITAL MANAGEMENT, LLC 468.4K +468.4K (+100.0%) 2.59M +2.6M (+100.0%) 1.04% +1.042 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
4 HOOD RIVER CAPITAL MANAGEMENT LLC 421.0K -8.1M (-95.1%) 2.32M -1.4M (-37.7%) 0.94% +0.937 pp 0.03% -0.019 pp USD0.44 +1,154.5% 2 qtrs
5 GOLDMAN SACHS GROUP INC 327.6K +327.6K (+100.0%) 1.81M +1.8M (+100.0%) 0.73% +0.729 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
6 MASTERS CAPITAL MANAGEMENT LLC 250.0K +250.0K (+100.0%) 1.38M +1.4M (+100.0%) 0.56% +0.556 pp 0.06% +0.056 pp USD5.52 +0.0% 1 qtrs NEW
7 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 219.6K +219.6K (+100.0%) 1.21M +1.2M (+100.0%) 0.49% +0.489 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
8 UBS GROUP AG 212.9K +212.9K (+100.0%) 1.18M +1.2M (+100.0%) 0.47% +0.474 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
9 PARKMAN HEALTHCARE PARTNERS LLC 206.8K +206.8K (+100.0%) 1.14M +1.1M (+100.0%) 0.46% +0.460 pp 0.11% +0.109 pp USD5.52 +0.0% 1 qtrs NEW
10 SCHONFELD STRATEGIC ADVISORS LLC 176.2K +176.2K (+100.0%) 972.5K +972.5K (+100.0%) 0.39% +0.392 pp 0.00% +0.004 pp USD5.52 +0.0% 1 qtrs NEW
11 STATE STREET CORP 167.0K +167.0K (+100.0%) 921.7K +921.7K (+100.0%) 0.37% +0.372 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
12 MARSHALL WACE, LLP 155.9K +155.9K (+100.0%) 860.6K +860.6K (+100.0%) 0.35% +0.347 pp 0.00% +0.001 pp USD5.52 +0.0% 1 qtrs NEW
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 140.1K +140.1K (+100.0%) 773.2K +773.2K (+100.0%) 0.31% +0.312 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
14 JANE STREET GROUP, LLC 123.5K +123.5K (+100.0%) 681.6K +681.6K (+100.0%) 0.27% +0.275 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
15 SIO CAPITAL MANAGEMENT, LLC 115.8K +115.8K (+100.0%) 639.1K +639.1K (+100.0%) 0.26% +0.258 pp 0.10% +0.101 pp USD5.52 +0.0% 1 qtrs NEW
16 SEI INVESTMENTS CO 103.2K +103.2K (+100.0%) 569.8K +569.8K (+100.0%) 0.23% +0.230 pp 0.00% +0.001 pp USD5.52 +0.0% 1 qtrs NEW
17 MILLENNIUM MANAGEMENT LLC 101.3K +101.3K (+100.0%) 559.1K +559.1K (+100.0%) 0.23% +0.225 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
18 89.00 +89.0 (+100.0%) 491.0K +491.0K (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
19 DEUTSCHE BANK AG\ 84.2K +84.2K (+100.0%) 464.7K +464.7K (+100.0%) 0.19% +0.187 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
20 NORTHERN TRUST CORP 82.6K +82.6K (+100.0%) 456.0K +456.0K (+100.0%) 0.18% +0.184 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
21 MORGAN STANLEY 64.4K +64.4K (+100.0%) 355.4K +355.4K (+100.0%) 0.14% +0.143 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
22 EXODUSPOINT CAPITAL MANAGEMENT, LP 63.2K +63.2K (+100.0%) 348.7K +348.7K (+100.0%) 0.14% +0.141 pp 0.00% +0.003 pp USD5.52 +0.0% 1 qtrs NEW
23 QUADRATURE CAPITAL LTD 58.1K +58.1K (+100.0%) 320.8K +320.8K (+100.0%) 0.13% +0.129 pp 0.00% +0.003 pp USD5.52 +0.0% 1 qtrs NEW
24 OMERS ADMINISTRATION CORP 56.9K +56.9K (+100.0%) 314.1K +314.1K (+100.0%) 0.13% +0.127 pp 0.00% +0.002 pp USD5.52 +0.0% 1 qtrs NEW
25 SQUAREPOINT OPS LLC 56.5K +56.5K (+100.0%) 312.1K +312.1K (+100.0%) 0.13% +0.126 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
26 QUBE RESEARCH & TECHNOLOGIES LTD 42.6K +42.6K (+100.0%) 234.9K +234.9K (+100.0%) 0.09% +0.095 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
27 BARCLAYS PLC 37.5K +37.5K (+100.0%) 207.0K +207.0K (+100.0%) 0.08% +0.083 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
28 GMT CAPITAL CORP 36.5K +36.5K (+100.0%) 201.3K +201.3K (+100.0%) 0.08% +0.081 pp 0.01% +0.011 pp USD5.52 +0.0% 1 qtrs NEW
29 VIRTU FINANCIAL LLC 34.1K +34.1K (+100.0%) 188.0K +188.0K (+100.0%) 0.08% +0.076 pp 0.01% +0.007 pp USD5.52 +0.0% 1 qtrs NEW
30 DIMENSIONAL FUND ADVISORS LP 29.1K +29.1K (+100.0%) 160.5K +160.5K (+100.0%) 0.06% +0.065 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
31 PHARVISION ADVISERS, LLC 25.8K +25.8K (+100.0%) 142.3K +142.3K (+100.0%) 0.06% +0.057 pp 0.07% +0.072 pp USD5.52 +0.0% 1 qtrs NEW
32 BANK OF AMERICA CORP /DE/ 25.1K +25.1K (+100.0%) 138.6K +138.6K (+100.0%) 0.06% +0.056 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
33 ARISTIDES CAPITAL LLC 25.1K +25.1K (+100.0%) 138.6K +138.6K (+100.0%) 0.06% +0.056 pp 0.02% +0.025 pp USD5.52 +0.0% 1 qtrs NEW
34 PATHSTONE HOLDINGS, LLC 25.0K +25.0K (+100.0%) 138.0K +138.0K (+100.0%) 0.06% +0.056 pp 0.00% +0.001 pp USD5.52 +0.0% 1 qtrs NEW
35 QUANTBOT TECHNOLOGIES LP 24.5K +24.5K (+100.0%) 135.5K +135.5K (+100.0%) 0.05% +0.055 pp 0.00% +0.005 pp USD5.52 +0.0% 1 qtrs NEW
36 CITADEL ADVISORS LLC 24.5K +24.5K (+100.0%) 135.4K +135.4K (+100.0%) 0.05% +0.055 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
37 SYMMETRY PARTNERS, LLC 23.4K +23.4K (+100.0%) 129.1K +129.1K (+100.0%) 0.05% +0.052 pp 0.01% +0.008 pp USD5.52 +0.0% 1 qtrs NEW
38 PRICE T ROWE ASSOCIATES INC /MD/ 18.9K +18.9K (+100.0%) 105.0K +105.0K (+100.0%) 0.04% +0.042 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
39 LIGHTHOUSE INVESTMENT PARTNERS, LLC 18.1K +18.1K (+100.0%) 100.0K +100.0K (+100.0%) 0.04% +0.040 pp 0.00% +0.003 pp USD5.52 +0.0% 1 qtrs NEW
40 POINT72 ASSET MANAGEMENT, L.P. 17.0K +17.0K (+100.0%) 94.0K +94.0K (+100.0%) 0.04% +0.038 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
41 BALYASNY ASSET MANAGEMENT L.P. 16.5K +16.5K (+100.0%) 91.3K +91.3K (+100.0%) 0.04% +0.037 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
42 JAIN GLOBAL LLC 15.9K +15.9K (+100.0%) 87.9K +87.9K (+100.0%) 0.04% +0.035 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
43 HUDSON BAY CAPITAL MANAGEMENT LP 15.5K +15.5K (+100.0%) 85.3K +85.3K (+100.0%) 0.03% +0.034 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
44 JEFFERIES FINANCIAL GROUP INC. 14.8K +14.8K (+100.0%) 81.7K +81.7K (+100.0%) 0.03% +0.033 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
45 TOWER RESEARCH CAPITAL LLC (TRC) 14.3K +14.3K (+100.0%) 78.9K +78.9K (+100.0%) 0.03% +0.032 pp 0.00% +0.002 pp USD5.52 +0.0% 1 qtrs NEW
46 CAPTRUST FINANCIAL ADVISORS 14.0K +14.0K (+100.0%) 77.1K +77.1K (+100.0%) 0.03% +0.031 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
47 SANCTUARY ADVISORS, LLC 12.9K +12.9K (+100.0%) 71.2K +71.2K (+100.0%) 0.03% +0.029 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
48 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 10.9K +10.9K (+100.0%) 60.3K +60.3K (+100.0%) 0.02% +0.024 pp 0.02% +0.021 pp USD5.52 +0.0% 1 qtrs NEW
49 GSK PLC 10.9K +10.9K (+100.0%) 59.9K +59.9K (+100.0%) 0.02% +0.024 pp 0.01% +0.008 pp USD5.52 +0.0% 1 qtrs NEW
50 KEYNOTE FINANCIAL SERVICES LLC 10.3K -201.0K (-95.1%) 56.9K -35.2K (-38.2%) 0.02% -0.001 pp 0.03% -0.024 pp USD9.59 -42.4% 8 qtrs
51 SIMPLEX TRADING, LLC 8.6K +8.6K (+100.0%) 47.2K +47.2K (+100.0%) 0.02% +0.019 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
52 CITIGROUP INC 7.4K +7.4K (+100.0%) 41.0K +41.0K (+100.0%) 0.02% +0.017 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
53 CANADA PENSION PLAN INVESTMENT BOARD 4.8K +4.8K (+100.0%) 26.5K +26.5K (+100.0%) 0.01% +0.011 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
54 ROYAL BANK OF CANADA 4.5K +4.5K (+100.0%) 24.0K +24.0K (+100.0%) 0.01% +0.010 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
55 GROUP ONE TRADING, L.P. 2.6K +2.6K (+100.0%) 14.5K +14.5K (+100.0%) 0.01% +0.006 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
56 ADVISOR GROUP HOLDINGS, INC. 2.5K +2.5K (+100.0%) 13.9K +13.9K (+100.0%) 0.01% +0.006 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
57 PFIZER INC 2.2K -41.3K (-95.0%) 12.0K -7.0K (-36.7%) 0.00% +0.000 pp 0.01% +0.001 pp USD10.47 -47.3% 5 qtrs
58 QUARRY LP 1.9K +1.9K (+100.0%) 10.6K +10.6K (+100.0%) 0.00% +0.004 pp 0.00% +0.002 pp USD5.52 +0.0% 1 qtrs NEW
59 IFP ADVISORS, INC 22.5K +— (+0.0%) 9.2K -626.0 (-6.4%) 0.05% +0.048 pp 0.00% +0.000 pp USD5.91 -6.6% 20 qtrs
60 TIDEMARK, LLC 1.6K +1.6K (+100.0%) 8.7K +8.7K (+100.0%) 0.00% +0.004 pp 0.00% +0.003 pp USD5.52 +0.0% 1 qtrs NEW
61 ALLWORTH FINANCIAL LP 1.4K +1.4K (+100.0%) 8.0K +8.0K (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
62 WELLS FARGO & COMPANY/MN 1.4K +1.4K (+100.0%) 7.9K +7.9K (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
63 TSFG, LLC 1.1K +1.1K (+100.0%) 6.0K +6.0K (+100.0%) 0.00% +0.003 pp 0.00% +0.001 pp USD5.52 +0.0% 1 qtrs NEW
64 NEWBRIDGE FINANCIAL SERVICES GROUP, INC. 920.00 +920.0 (+100.0%) 5.1K +5.1K (+100.0%) 0.00% +0.002 pp 0.00% +0.001 pp USD5.52 +0.0% 1 qtrs NEW
65 FMR LLC 603.00 +603.0 (+100.0%) 3.3K +3.3K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
66 ROCKEFELLER CAPITAL MANAGEMENT L.P. 540.00 +540.0 (+100.0%) 3.0K +3.0K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
67 NATIONAL BANK OF CANADA /FI/ 275.00 +275.0 (+100.0%) 1.5K +1.5K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
68 CWM, LLC 100.00 +100.0 (+100.0%) 1.0K +1.0K (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
69 SMARTLEAF ASSET MANAGEMENT LLC 150.00 +150.0 (+100.0%) 826.00 +826.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.51 +0.2% 1 qtrs NEW
70 CITY STATE BANK 138.00 +138.0 (+100.0%) 762.00 +762.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.51 +0.2% 1 qtrs NEW
71 SRS CAPITAL ADVISORS, INC. 108.00 +108.0 (+100.0%) 596.00 +596.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
72 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 100.00 +100.0 (+100.0%) 552.00 +552.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
73 NEWEDGE ADVISORS, LLC 100.00 +100.0 (+100.0%) 552.00 +552.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
74 GPS WEALTH STRATEGIES GROUP, LLC 100.00 +100.0 (+100.0%) 552.00 +552.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.001 pp USD5.52 +0.0% 1 qtrs NEW
75 SBI SECURITIES CO., LTD. 83.00 -1.6K (-95.0%) 458.00 -265.0 (-36.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD0.43 +1,183.7% 2 qtrs
76 SOUTHSTATE CORP 50.00 +50.0 (+100.0%) 276.00 +276.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
77 MCILRATH & ECK, LLC 50.00 +50.0 (+100.0%) 276.00 +276.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
78 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 50.00 +50.0 (+100.0%) 276.00 +276.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
79 SIGNATUREFD, LLC 50.00 +50.0 (+100.0%) 276.00 +276.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
80 TRUVESTMENTS CAPITAL LLC 50.00 +50.0 (+100.0%) 276.00 +276.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.52 +0.0% 1 qtrs NEW
81 BNP PARIBAS ARBITRAGE, SNC 42.00 +42.0 (+100.0%) 232.00 +232.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.50 +0.4% 1 qtrs NEW
82 ROOT FINANCIAL PARTNERS, LLC 38.00 +38.0 (+100.0%) 210.00 +210.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.50 +0.4% 1 qtrs NEW
83 YANKCOM PARTNERSHIP 22.00 +22.0 (+100.0%) 121.00 +121.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.50 +0.4% 1 qtrs NEW
84 DANSKE BANK A/S 11.00 +11.0 (+100.0%) 61.00 +61.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.45 +1.3% 1 qtrs NEW
85 TRADEWINDS CAPITAL MANAGEMENT, LLC 2.00 +2.0 (+100.0%) 12.00 +12.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.50 +0.4% 1 qtrs NEW
86 PINNACLE WEALTH PLANNING SERVICES, INC. 2.00 +2.0 (+100.0%) 11.00 +11.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.50 +0.4% 1 qtrs NEW
87 CLEAR STREET MARKETS LLC 1.00 +1.0 (+100.0%) 6.00 +6.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +10.4% 1 qtrs NEW
88 VICTORY CAPITAL MANAGEMENT INC -81.9K (-100.0%) -35.7K (-100.0%) 0.00% -0.009 pp 0.00% +0.000 pp USD 30 qtrs SOLD
89 RAYMOND JAMES FINANCIAL INC -20.1K (-100.0%) -8.8K (-100.0%) 0.00% -0.002 pp 0.00% +0.000 pp USD 5 qtrs SOLD
90 MONETA GROUP INVESTMENT ADVISORS LLC -821.0 (-100.0%) -7.2K (-100.0%) 0.00% 0.000 pp 0.00% 0.000 pp USD 4 qtrs SOLD
91 WILEY BROS.-AINTREE CAPITAL, LLC -116.9K (-100.0%) -50.9K (-100.0%) 0.00% -0.013 pp 0.00% 0.000 pp USD 7 qtrs SOLD
92 STIFEL FINANCIAL CORP -41.6K (-100.0%) -18.1K (-100.0%) 0.00% -0.005 pp 0.00% +0.000 pp USD 19 qtrs SOLD
93 TRUST CO OF OKLAHOMA -50.3K (-100.0%) -21.9K (-100.0%) 0.00% -0.006 pp 0.00% -0.007 pp USD 22 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 52 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Invesco NASDAQ Future Gen 200 ETF QQQS 0.40% 86.9K 0.20%
2 iShares Micro-Cap ETF IWC 0.05% 712.9K 0.60%
3 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.02% 219.7K 0.20%
4 iShares Russell 2000 Growth ETF IWO 0.01% 2.00M 0.24%
5 Xtrackers Russell 2000 UCITS ETF 1C XRSU.L 0.01% 212.7K 0.30%
6 Invesco Russell 2000 UCITS ETF RTYS.L 0.01% 21.5K 0.25%
7 Global X - Russell 2000 ETF RSSL 0.01% 99.2K 0.08%
8 iShares Russell 2000 BuyWrite ETF IWMW 0.01% 3.7K 0.39%
9 iShares Russell 2000 ETF IWM 0.01% 5.34M 0.19%
10 iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO 0.01% 34.9K 0.36%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
4
Sells
0
Shares acquired
7.5K
Shares disposed
Cash buys
Cash sales
Net activity
+7,499
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
2026-04-01 Steven Edelman Director A-Award A Common Stock 1,936 6.65 12.9K 78,829 D
2026-04-01 ROEDER DOUGLAS A Director A-Award A Common Stock 2,218 6.65 14.7K 121,949 D
2026-04-01 Prince Douglas S Director A-Award A Common Stock 1,221 6.65 8.1K 57,964 D
2026-04-01 Fiorentino Edward Director A-Award A Common Stock 2,124 6.65 14.1K 73,487 D
2026-03-13 ROEDER DOUGLAS A Director P-Purchase A Common Stock 17,500 5.73 100.3K 119,731 D
2026-03-13 Goodnow Timothy T Director / Officer P-Purchase A Common Stock 17,225 5.79 99.7K 651,243 D
2026-01-02 Steven Edelman Director A-Award A Common Stock 2,185 5.89 12.9K 76,893 D
2026-01-02 ROEDER DOUGLAS A Director A-Award A Common Stock 2,504 5.89 14.7K 102,231 D
2026-01-02 Prince Douglas S Director A-Award A Common Stock 1,379 5.89 8.1K 56,743 D
2026-01-02 Fiorentino Edward Director A-Award A Common Stock 2,398 5.89 14.1K 71,363 D
2025-11-15 Sullivan Frederick T. Officer F-InKind D Common Stock 6,402 6.26 40.1K 150,626 D
2025-11-15 Kaufman Francine Director / Officer F-InKind D Common Stock 4,605 6.26 28.8K 123,948 D
2025-11-15 JAIN Mukul Officer F-InKind D Common Stock 10,317 6.26 64.6K 259,979 D
2025-11-15 Horton Kenneth L Officer F-InKind D Common Stock 5,997 6.26 37.5K 144,434 D
2025-11-15 Goodnow Timothy T Director / Officer F-InKind D Common Stock 27,067 6.26 169.4K 634,018 D
2025-11-10 Steven Edelman Director P-Purchase A Common Stock 10,000 6.55 65.5K 74,708 D
2025-11-07 Sullivan Frederick T. Officer P-Purchase A Common Stock 5,415 5.88 31.8K 157,028 D
2025-11-07 ROEDER DOUGLAS A Director P-Purchase A Common Stock 15,000 5.83 87.5K 99,727 D
2025-11-07 Goodnow Timothy T Director / Officer P-Purchase D Common Stock 17,210 5.87 101.0K 661,085 D
2025-10-01 Steven Edelman Director A-Award A Common Stock 31,174 0.41 12.9K 1,294,175 D
2025-10-01 ROEDER DOUGLAS A Director A-Award A Common Stock 35,714 0.41 14.7K 1,694,540 D
2025-10-01 Prince Douglas S Director A-Award A Common Stock 19,673 0.41 8.1K 1,107,280 D
2025-10-01 Fiorentino Edward Director A-Award A Common Stock 34,200 0.41 14.1K 1,379,301 D
2025-07-01 Steven Edelman Director A-Award A Common Stock 27,048 0.48 12.9K 1,263,001 D
2025-07-01 ROEDER DOUGLAS A Director A-Award A Common Stock 30,987 0.48 14.7K 1,658,826 D
2025-07-01 Prince Douglas S Director A-Award A Common Stock 17,069 0.48 8.1K 1,087,607 D
2025-07-01 Fiorentino Edward Director A-Award A Common Stock 29,674 0.48 14.1K 1,345,101 D
2025-06-16 Sullivan Frederick T. Officer F-InKind D Common Stock 27,263 0.51 13.9K 3,032,251 D
2025-06-16 Kaufman Francine Director / Officer F-InKind D Common Stock 28,853 0.51 14.7K 2,571,057 D
2025-06-16 JAIN Mukul Officer F-InKind D Common Stock 58,761 0.51 30.0K 5,405,926 D
2025-06-16 Horton Kenneth L Officer F-InKind D Common Stock 35,784 0.51 18.2K 3,008,622 D
2025-06-16 Goodnow Timothy T Director / Officer F-InKind D Common Stock 79,646 0.51 40.6K 12,877,501 D
2025-05-23 Sullivan Frederick T. Officer A-Award A Common Stock 693,481 0.00 3,059,514 D
2025-05-23 Steven Edelman Director A-Award A Common Stock 111,386 0.00 1,235,953 D
2025-05-23 ROEDER DOUGLAS A Director A-Award A Common Stock 111,386 0.00 1,627,839 D
2025-05-23 Prince Douglas S Director A-Award A Common Stock 111,386 0.00 1,070,538 D
2025-05-23 Larkin Sharon Director A-Award A Stock Option (right to buy) 157,234 0.51 80.2K 157,234 D
2025-05-23 Kaufman Francine Director / Officer A-Award A Employee Stock Option (right to buy) 642,911 0.51 327.9K 642,911 D
2025-05-23 JAIN Mukul Officer A-Award A Common Stock 990,688 0.00 5,464,687 D
2025-05-23 Horton Kenneth L Officer A-Award A Common Stock 505,251 0.00 3,044,406 D
2025-05-23 HANSEN BRIAN B Director A-Award A Stock Option (right to buy) 1,187,987 0.51 605.9K 1,187,987 D
2025-05-23 Goodnow Timothy T Director / Officer A-Award A Employee Stock Option (right to buy) 2,858,157 0.51 1.46M 2,858,157 D
2025-05-23 Fiorentino Edward Director A-Award A Common Stock 111,386 0.00 1,315,427 D
2025-05-23 DeFalco Stephen P Director A-Award A Common Stock 111,386 0.00 2,023,347 D
2025-05-15 Sullivan Frederick T. Officer F-InKind D Common Stock 112,811 0.55 62.0K 2,366,033 D
2025-05-15 Kaufman Francine Director / Officer F-InKind D Common Stock 101,587 0.55 55.9K 2,144,194 D
2025-05-15 JAIN Mukul Officer F-InKind D Common Stock 260,393 0.55 143.2K 4,473,999 D
2025-05-15 Horton Kenneth L Officer F-InKind D Common Stock 167,085 0.55 91.9K 2,539,155 D
2025-05-15 Goodnow Timothy T Director / Officer F-InKind D Common Stock 379,164 0.55 208.5K 10,931,191 D
2025-04-01 Steven Edelman Director A-Award A Common Stock 19,363 0.66 12.9K 1,124,567 D
2025-04-01 ROEDER DOUGLAS A Director A-Award A Common Stock 22,183 0.66 14.7K 1,516,453 D
2025-04-01 Prince Douglas S Director A-Award A Common Stock 12,219 0.66 8.1K 959,152 D
2025-04-01 Fiorentino Edward Director A-Award A Common Stock 21,243 0.66 14.1K 1,204,041 D
2025-01-02 Steven Edelman Director A-Award A Common Stock 27,219 0.47 12.9K 1,105,204 D
2025-01-02 ROEDER DOUGLAS A Director A-Award A Common Stock 31,183 0.47 14.7K 1,494,270 D
2025-01-02 Prince Douglas S Director A-Award A Common Stock 17,177 0.47 8.1K 946,933 D
2025-01-02 Fiorentino Edward Director A-Award A Common Stock 29,862 0.47 14.1K 1,182,798 D
2024-12-13 ROEDER DOUGLAS A Director P-Purchase A Common Stock 75,000 0.50 37.5K 1,463,087 D
2024-12-12 Sullivan Frederick T. Officer P-Purchase A Common Stock 124,933 0.38 47.5K 2,478,844 D
2024-12-12 ROEDER DOUGLAS A Director P-Purchase A Common Stock 300,000 0.41 123.0K 1,388,087 D
2024-12-10 Goodnow Timothy T Director / Officer P-Purchase A Common Stock 315,000 0.31 97.7K 11,310,355 D
2024-11-15 Sullivan Frederick T. Officer F-InKind D Common Stock 181,627 0.28 50.9K 2,353,911 D
2024-11-15 Kaufman Francine Director / Officer F-InKind D Common Stock 118,645 0.28 33.2K 2,245,781 D
2024-11-15 JAIN Mukul Officer F-InKind D Common Stock 282,546 0.28 79.1K 4,734,392 D
2024-11-15 Horton Kenneth L Officer F-InKind D Common Stock 187,665 0.28 52.5K 2,706,240 D
2024-11-15 Goodnow Timothy T Director / Officer F-InKind D Common Stock 632,166 0.28 177.0K 10,995,355 D
2024-10-01 Steven Edelman Director A-Award A Common Stock 38,193 0.34 12.9K 1,077,985 D
2024-10-01 ROEDER DOUGLAS A Director A-Award A Common Stock 43,755 0.34 14.7K 1,088,087 D
2024-10-01 Prince Douglas S Director A-Award A Common Stock 24,102 0.34 8.1K 929,756 D
2024-10-01 Fiorentino Edward Director A-Award A Common Stock 41,901 0.34 14.1K 1,152,936 D
2024-07-01 Steven Edelman Director A-Award A Common Stock 32,529 0.40 12.9K 1,039,792
2024-07-01 Prince Douglas S Director A-Award A Common Stock 20,528 0.40 8.1K 905,654
2024-07-01 Fiorentino Edward Director A-Award A Common Stock 35,687 0.40 14.1K 1,111,035
2024-06-15 Sullivan Frederick T. Officer F-InKind D Common Stock 79,242 0.39 30.9K 2,535,538
2024-06-15 Kaufman Francine Director / Officer F-InKind D Common Stock 64,722 0.39 25.2K 2,364,426
2024-06-15 JAIN Mukul Officer F-InKind D Common Stock 132,448 0.39 51.7K 5,016,938
2024-06-15 Horton Kenneth L Officer F-InKind D Common Stock 80,785 0.39 31.5K 2,893,905
2024-06-15 Goodnow Timothy T Director / Officer F-InKind D Common Stock 275,206 0.39 107.3K 11,627,521
2024-05-23 Sullivan Frederick T. Officer A-Award A Common Stock 1,336,005 0.00 2,614,780
2024-05-23 Kaufman Francine Director / Officer A-Award A Common Stock 1,024,270 0.00 2,429,148
2024-05-23 JAIN Mukul Officer A-Award A Common Stock 2,204,408 0.00 5,149,386
2024-05-23 Horton Kenneth L Officer A-Award A Common Stock 1,135,604 0.00 2,974,690
2024-05-23 Goodnow Timothy T Director / Officer A-Award A Common Stock 4,553,551 0.00 11,902,727
2024-05-22 Steven Edelman Director A-Award A Common Stock 236,344 0.00 1,007,263
2024-05-22 Raab Anthony R. Director A-Award A Common Stock 236,344 0.00 700,871
2024-05-22 ROEDER DOUGLAS A Director A-Award A Common Stock 236,344 0.00 1,044,332
2024-05-22 Prince Douglas S Director A-Award A Common Stock 236,344 0.00 885,126
2024-05-22 Larkin Sharon Director A-Award A Common Stock 236,344 0.00 528,820
2024-05-22 Fiorentino Edward Director A-Award A Common Stock 236,344 0.00 1,075,348
2024-05-22 DeFalco Stephen P Director A-Award A Common Stock 236,344 0.00 1,911,961
2024-05-15 Sullivan Frederick T. Officer F-InKind D Common Stock 102,386 0.50 51.2K 1,278,775
2024-05-15 Kaufman Francine Director / Officer F-InKind D Common Stock 53,923 0.50 27.0K 1,404,878
2024-05-15 JAIN Mukul Officer F-InKind D Common Stock 151,796 0.50 75.9K 2,944,978
2024-05-15 Horton Kenneth L Officer F-InKind D Common Stock 108,100 0.50 54.1K 1,839,086
2024-05-15 Goodnow Timothy T Director / Officer F-InKind D Common Stock 359,114 0.50 179.6K 7,349,176
2024-04-02 Steven Edelman Director A-Award A Common Stock 25,245 0.51 12.9K 770,919
2024-04-02 Prince Douglas S Director A-Award A Common Stock 15,931 0.51 8.1K 648,782
2024-04-02 Fiorentino Edward Director A-Award A Common Stock 27,696 0.51 14.1K 839,004
2024-03-20 HANSEN BRIAN B Director D Stock Option (Right to Buy) 2,619,048 0.50 1.31M 0
2024-01-02 Steven Edelman Director A-Award A Common Stock 22,991 0.56 12.9K 745,674
2024-01-02 Prince Douglas S Director A-Award A Common Stock 14,508 0.56 8.1K 632,851
2024-01-02 Fiorentino Edward Director A-Award A Common Stock 25,223 0.56 14.1K 811,308
2024-01-02 DeFalco Stephen P Director A-Award A Common Stock 42,410 0.56 23.7K 1,675,617
2023-11-15 Sullivan Frederick T. Officer F-InKind D Common Stock 102,383 0.61 62.5K 1,381,161
2023-11-15 Kaufman Francine Director / Officer F-InKind D Common Stock 115,908 0.61 70.7K 1,458,801
2023-11-15 JAIN Mukul Officer F-InKind D Common Stock 266,908 0.61 162.8K 3,096,774
2023-11-15 Horton Kenneth L Officer F-InKind D Common Stock 163,319 0.61 99.6K 1,947,186
2023-11-15 Goodnow Timothy T Director / Officer F-InKind D Common Stock 591,945 0.61 361.1K 7,708,290
2023-10-02 Steven Edelman Director A-Award A Common Stock 22,991 0.56 12.9K 722,683
2023-10-02 Prince Douglas S Director A-Award A Common Stock 14,508 0.56 8.1K 618,343
2023-10-02 Fiorentino Edward Director A-Award A Common Stock 25,223 0.56 14.1K 786,085
2023-10-02 DeFalco Stephen P Director A-Award A Common Stock 42,410 0.56 23.7K 1,633,207
2023-09-07 Larkin Sharon Director S-Sale D Common Stock 30,889 0.61 18.8K 292,476
2023-08-30 ROEDER DOUGLAS A Director P-Purchase A Common Stock 300,000 0.54 162.0K 807,988
2023-07-03 Steven Edelman Director A-Award A Common Stock 16,248 0.79 12.9K 699,692
2023-07-03 Prince Douglas S Director A-Award A Common Stock 10,253 0.79 8.1K 603,835
2023-07-03 Fiorentino Edward Director A-Award A Common Stock 17,825 0.79 14.1K 760,862
2023-07-03 DeFalco Stephen P Director A-Award A Common Stock 29,972 0.79 23.7K 1,590,797
2023-06-15 Sullivan Frederick T. Officer F-InKind D Common Stock 54,574 0.77 42.0K 1,483,544
2023-06-15 Kaufman Francine Director / Officer F-InKind D Common Stock 26,542 0.77 20.4K 1,574,709
2023-06-15 JAIN Mukul Officer F-InKind D Common Stock 81,861 0.77 63.0K 3,363,682
2023-06-15 Horton Kenneth L Officer F-InKind D Common Stock 51,276 0.77 39.5K 2,110,505
2023-06-15 Goodnow Timothy T Director / Officer F-InKind D Common Stock 187,498 0.77 144.4K 8,300,235
2023-06-09 ROEDER DOUGLAS A Director A-Award A Common Stock 200,000 0.75 150.0K 507,988
2023-05-17 Steven Edelman Director A-Award A Common Stock 147,948 0.00 683,444
2023-05-17 Raab Anthony R. Director A-Award A Common Stock 147,948 0.00 464,527
2023-05-17 ROEDER DOUGLAS A Director A-Award A Common Stock 147,948 0.00 307,988
2023-05-17 Prince Douglas S Director A-Award A Common Stock 147,948 0.00 593,582
2023-05-17 Larkin Sharon Director A-Award A Common Stock 147,948 0.00 323,365
2023-05-17 Fiorentino Edward Director A-Award A Common Stock 147,948 0.00 743,037
2023-05-17 DeFalco Stephen P Director A-Award A Common Stock 147,948 0.00 1,560,825
2023-05-15 Sullivan Frederick T. Officer F-InKind D Common Stock 66,399 0.74 49.1K 618,013
2023-05-15 Kaufman Francine Director / Officer F-InKind D Common Stock 128,877 0.74 95.4K 1,171,869
2023-05-15 JAIN Mukul Officer F-InKind D Common Stock 217,479 0.74 160.9K 2,065,386
2023-05-15 Horton Kenneth L Officer F-InKind D Common Stock 137,927 0.74 102.1K 1,379,692
2023-05-15 Goodnow Timothy T Director / Officer A-Award A Common Stock 3,136,023 0.00 8,487,733
2023-04-03 Steven Edelman Director A-Award A Common Stock 15,156 0.64 9.7K 535,496
2023-04-03 Prince Douglas S Director A-Award A Common Stock 14,715 0.64 9.4K 445,634
2023-04-03 Fiorentino Edward Director A-Award A Common Stock 22,170 0.64 14.1K 595,089
2023-04-03 DeFalco Stephen P Director A-Award A Common Stock 39,240 0.64 25.0K 1,412,877
2023-03-13 PHC Holdings Corp J-Other D Senior Secured Convertible Note 0 0.00 0
2023-01-03 Steven Edelman Director A-Award A Common Stock 9,375 1.03 9.7K 520,340
2023-01-03 Prince Douglas S Director A-Award A Common Stock 9,101 1.03 9.4K 430,919
2023-01-03 Fiorentino Edward Director A-Award A Common Stock 13,713 1.03 14.1K 572,919
2023-01-03 DeFalco Stephen P Director A-Award A Common Stock 24,271 1.03 25.0K 1,373,637
2022-11-15 Sullivan Frederick T. Officer F-InKind D Common Stock 48,291 1.25 60.4K 684,412
2022-11-15 Kaufman Francine Director / Officer F-InKind D Common Stock 61,402 1.25 76.8K 1,300,746
2022-11-15 JAIN Mukul Officer F-InKind D Common Stock 185,273 1.25 231.6K 2,282,865
2022-11-15 Horton Kenneth L Officer F-InKind D Common Stock 104,306 1.25 130.4K 1,517,619
2022-11-15 Goodnow Timothy T Director / Officer F-InKind D Common Stock 404,545 1.25 505.7K 5,832,837
2022-10-31 Marotta John Director A-Award A Common Stock 66,372 0.00 66,372
2022-10-03 Steven Edelman Director A-Award A Common Stock 7,371 0.00 510,965
2022-10-03 Prince Douglas S Director A-Award A Common Stock 7,156 0.00 421,818
2022-10-03 Fiorentino Edward Director A-Award A Common Stock 10,782 0.00 559,206
2022-10-03 DeFalco Stephen P Director A-Award A Common Stock 19,083 0.00 1,349,366
2022-09-01 Sullivan Frederick T. Officer A-Award A Common Stock 62,147 0.00 732,703
2022-08-04 JAIN Mukul Officer S-Sale D Common Stock 50,000 1.97 98.5K 2,506,156
2022-07-01 Steven Edelman Director A-Award A Common Stock 9,466 0.00 503,594
2022-07-01 Prince Douglas S Director A-Award A Common Stock 9,191 0.00 414,662
2022-07-01 Fiorentino Edward Director A-Award A Common Stock 13,848 0.00 548,424
2022-07-01 DeFalco Stephen P Director A-Award A Common Stock 24,509 0.00 1,330,283
2022-06-15 Kaufman Francine Director / Officer F-InKind D Common Stock 6,352 0.97 6.2K 1,362,148
2022-06-15 JAIN Mukul Officer F-InKind D Common Stock 38,018 0.97 36.9K 2,468,138
2022-06-15 Horton Kenneth L Officer F-InKind D Common Stock 26,105 0.97 25.3K 1,621,925
2022-06-15 Goodnow Timothy T Director / Officer F-InKind D Common Stock 105,219 0.97 102.1K 6,237,382
2022-05-26 Tressler Nick B. Officer A-Award A Common Stock 375,000 0.00 696,560
2022-05-26 Steven Edelman Director A-Award A Common Stock 99,557 0.00 494,128
2022-05-26 Raab Anthony R. Director A-Award A Common Stock 99,557 0.00 316,579
2022-05-26 ROEDER DOUGLAS A Director A-Award A Common Stock 99,557 0.00 160,040
2022-05-26 Prince Douglas S Director A-Award A Common Stock 99,557 0.00 405,471
2022-05-26 Larkin Sharon Director A-Award A Common Stock 99,557 0.00 175,417
2022-05-26 Kaufman Francine Officer A-Award A Common Stock 50,000 0.00 1,217,637
2022-05-26 JAIN Mukul Officer A-Award A Common Stock 775,863 0.00 2,556,156
2022-05-26 Horton Kenneth L Officer A-Award A Common Stock 45,000 0.00 1,216,995
2022-05-26 Goodnow Timothy T Director / Officer A-Award A Common Stock 139,000 0.00 4,579,669
2022-05-26 Fiorentino Edward Director A-Award A Common Stock 99,557 0.00 534,576
2022-05-26 DeFalco Stephen P Director A-Award A Common Stock 99,557 0.00 1,305,774
2022-05-16 Tressler Nick B. Officer F-InKind D Common Stock 7,850 1.13 8.9K 299,560
2022-05-16 Kaufman Francine Officer F-InKind D Common Stock 54,538 1.13 61.6K 1,167,637
2022-05-16 JAIN Mukul Officer F-InKind D Common Stock 114,117 1.13 129.0K 1,735,293
2022-05-16 Horton Kenneth L Officer F-InKind D Common Stock 45,430 1.13 51.3K 1,171,995
2022-05-16 Goodnow Timothy T Officer F-InKind D Common Stock 297,117 1.13 335.7K 4,440,669
2022-04-01 Steven Edelman Director A-Award A Common Stock 4,977 1.94 9.7K 394,571
2022-04-01 Prince Douglas S Director A-Award A Common Stock 4,832 1.94 9.4K 305,914
2022-04-01 Larkin Sharon Director A-Award A Common Stock 3,745 1.94 7.3K 75,860
2022-04-01 Fiorentino Edward Director A-Award A Common Stock 7,280 1.94 14.1K 435,019
2022-04-01 DeFalco Stephen P Director A-Award A Common Stock 12,886 1.94 25.0K 1,206,217
2022-03-11 Fiorentino Edward Director M-Exempt D Stock Option (right to buy) 83,900 0.54 45.3K 0
2022-02-11 Tressler Nick B. Officer S-Sale D Common Stock 72,873 2.46 179.3K 307,410
2022-02-11 Panlilio Mirasol Officer S-Sale D Common Stock 105,760 2.46 260.2K 1,083,788
2022-02-11 Kaufman Francine Director / Officer S-Sale D Common Stock 163,870 2.46 403.1K 1,222,175
2022-02-11 JAIN Mukul Officer S-Sale D Common Stock 150,197 2.46 369.5K 1,849,410
2022-02-11 Horton Kenneth L Officer S-Sale D Common Stock 143,126 2.46 352.1K 1,217,425
2022-02-11 Goodnow Timothy T Director / Officer S-Sale D Common Stock 464,390 2.46 1.14M 4,737,786
2022-02-10 Tressler Nick B. Officer A-Award A Common Stock 165,854 0.00 380,283
2022-02-10 Panlilio Mirasol Officer A-Award A Common Stock 210,020 0.00 1,189,548
2022-02-10 Kaufman Francine Director / Officer A-Award A Common Stock 310,884 0.00 1,386,045
2022-02-10 JAIN Mukul Officer A-Award A Common Stock 260,483 0.00 1,999,607
2022-02-10 Horton Kenneth L Officer A-Award A Common Stock 255,287 0.00 1,360,551
2022-02-10 Goodnow Timothy T Director / Officer A-Award A Common Stock 673,268 0.00 5,202,176

Executive team

Top executives
EBIT / Employee
-548.4K
Shares Outstanding
41.77M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Timothy T. Goodnow President and Chief Executive 635.0K 1.02M 1.02M 613.0K 55.0K 3.35M 61.08%
2 2025 Mukul Jain, Ph.D. Chief Operating Officer 511.0K 500.0K 500.0K 369.7K 64.4K 1.95M 51.41%
3 2025 Frederick (“Rick”) Sullivan Chief Financial Officer 430.0K 350.0K 350.0K 201.2K 61.4K 1.39M 50.27%
4 2024 Timothy T. Goodnow President and Chief Executive 613.0K 2.05M 613.0K 46.4K 3.32M 61.64%
5 2024 Mukul Jain, Ph.D. Chief Operating Officer 493.0K 990.0K 355.5K 54.5K 1.89M 52.30%
6 2024 Kenneth Horton General Counsel and Corporate Development Advisor 477.9K 510.0K 232.0K 40.8K 1.26M 40.45%
7 2023 Timothy T. Goodnow President and Chief Executive 613.0K 2.31M 615.3K 52.7K 3.59M 64.31%
8 2023 Mukul Jain, Ph.D. Chief Operating Officer 474.0K 787.9K 237.8K 57.3K 1.79M 44.13%
9 2023 Kenneth Horton General Counsel and Corporate Development Advisor 464.0K 575.8K 233.1K 40.2K 1.31M 43.85%
10 2022 Timothy T. Goodnow President and Chief Executive Officer 586.0K 109.0K 2.21M 600.5K 43.9K 3.55M 62.22%
11 2022 Timothy T. Goodnow President and Chief Executive 586.0K 109.0K 2.21M 600.5K 43.9K 3.55M 62.22%
12 2022 Mukul Jain, Ph.D. Chief Operating Officer 453.0K 30.0K 952.2K 232.2K 52.4K 1.72M 55.37%
13 2022 Kenneth Horton General Counsel and Corporate Development Advisor 444.0K 28.0K 552.2K 227.7K 2.7K 1.25M 44.02%
14 2021 Timothy T. Goodnow President and Chief Executive Officer 568.6K 2.04M 496.8K 34.9K 3.15M 65.02%
15 2021 Mukul Jain, Ph.D. Chief Operating Officer 439.8K 750.0K 192.2K 37.8K 1.42M 52.83%
16 2021 Francine R. Kaufman, M.D. Chief Medical Officer 420.2K 508.0K 229.5K 8.7K 1.17M 43.55%
17 2020 Timothy T. Goodnow President and Chief Executive Officer 552.0K 253.4K 2.00M 243.4K 8.6K 3.06M 65.41%
18 2020 Mukul Jain, Ph.D. Chief Operating Officer 427.0K 98.0K 965.8K 94.2K 8.6K 1.59M 60.61%
19 2020 Francine R. Kaufman, M.D. Chief Medical Officer 510.0K 117.0K 578.3K 112.4K 8.6K 1.33M 43.60%
20 2019 Timothy T. Goodnow President and Chief Executive Officer 536.0K 1.21M 466.3K 2.21M 54.67%
21 2019 Francine R. Kaufman, M.D. Chief Medical Officer 410.6K 1.13M 179.4K 1.72M 65.73%
22 2019 Jon D. Isaacson Former Chief Financial Officer 393.9K 921.9K 315.6K 1.63M 56.51%
23 2019 Mukul Jain, Ph.D. Chief Operating Officer 414.8K 808.4K 180.4K 1.40M 57.60%
24 2018 Timothy T. Goodnow President and Chief Executive Officer 536.0K 1.27M 361.8K 2.17M 58.65%
25 2018 Mukul Jain Chief Operating Officer 395.0K 810.9K 177.8K 1.38M 58.61%
26 2018 Mukul Jain, Ph.D. Chief Operating Officer 395.0K 810.9K 177.8K 1.38M 58.61%
27 2018 R. Don Elsey Former Chief Financial Officer 387.7K 643.5K 174.5K 1.21M 53.37%
28 2017 Timothy T. Goodnow President and Chief Executive Officer 520.0K 1.21M 390.1K 2.13M 57.16%
29 2017 Mukul Jain Chief Operating Officer 376.0K 507.6K 188.0K 1.07M 47.37%
30 2017 R. Don Elsey Former Chief Financial Officer 376.0K 507.6K 188.0K 1.07M 47.37%
31 2017 R. Don Elsey Chief Financial Officer 376.0K 507.6K 141.0K 1.02M 49.54%
32 2016 Timothy T. Goodnow President and Chief Executive Officer 476.0K 586.9K 318.2K 1.38M 42.50%
33 2016 Lynne E. Kelley Chief Medical Officer 365.0K 565.5K 134.1K 1.06M 53.12%
34 2016 R. Don Elsey Chief Financial Officer 355.6K 472.3K 153.3K 981.2K 48.13%
35 2015 Timothy T. Goodnow President and Chief Executive Officer 365.8K 231.7K 152.7K 750.2K 30.89%
36 2015 R. Don Elsey Chief Financial Officer 286.7K 141.2K 85.6K 513.5K 27.50%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-06 DEFA14A
2026-04-06 DEF 14A
2026-03-27 PRE 14A
2025-08-18 DEF 14A
2025-08-06 PRE 14A
2025-04-10 DEFA14A
2025-04-10 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 10-Q
2026-05-04 8-K
2026-05-01 424B5
2026-04-30 424B5
2026-04-09 DEFR14A
2026-04-06 DEFA14A
2026-04-06 DEF 14A
2026-04-06 ARS
2026-04-02 4

Executive team

NameTitleCompensationGender
Timothy T. Goodnow President, Chief Executive Officer & Director 1M
Mukul Jain Chief Operating Officer 945.2K
Kenneth L. Horton General Counsel & Corporate Development Advisor 750.7K male
Frederick T. Sullivan Chief Financial Officer, Secretary & Treasurer 692.6K male
Brian Hansen Chief Commercial Officer & Director male
Francine Ratner Kaufman Chief Medical Officer & Director
ESG Rating
B
MEDICAL - DEVICES
2026
E (Environmental)
62.8 / 62.5
Company / Sector avg.
S (Social)
77.3 / 68.9
Company / Sector avg.
G (Governance)
70.1 / 64.8
Company / Sector avg.
ESG Total
70.1 / 65.4
Company / Sector avg.
ESG Score History MEDICAL - DEVICES
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