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Simulations Plus, Inc. (SLP)

USD18.25 +0.03 (+0.14%)
US NASDAQ Healthcare Medical - Healthcare Information Services
Address 42505 Tenth Street West 93534-7059
Lancaster, CA, US
CEO Shawn O'Connor
IPO 1997-06-18
CIK 1023459 ISIN US8292141053

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Description

Simulations Plus, Inc. (SLP) is a worldwide developer of sophisticated software and services aimed at enhancing drug discovery and development processes. The company employs artificial intelligence and machine learning technologies to create tools for modeling, simulation, and predicting molecular characteristics. Its operations are divided into four main business units: Simulations Plus, Cognigen, DILIsym, and Lixoft. Among its diverse software offerings are GastroPlus, which models the absorption and drug interactions of compounds in both human and animal subjects, as well as DDDPlus and MembranePlus for various simulations. The company also provides a range of products built on mechanistic and mathematical models, such as its quantitative systems pharmacology software like DILIsym, NAFLDsym, IPFsym, RENAsym, and MITOsym. Furthermore, Simulations Plus offers the ADMET Predictor, a chemistry-focused computer program that forecasts molecular properties from structural inputs, alongside MedChem Designer, MonolixSuite, and PKPlus for additional modeling and simulation needs. Beyond software, the company extends its expertise through various services, including contract research for population modeling and simulation, specialized training and consultation to advance pharmacometrics studies, and clinical-pharmacology consulting to aid in regulatory submissions. Simulations Plus serves a broad spectrum of clients globally, including pharmaceutical, biotechnology, agrochemical, cosmetic, and food companies, as well as academic institutions and regulatory bodies. The company was founded in 1996 and maintains its headquarters in Lancaster, California.

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
USD18.25 +0.03 (+0.14%)
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Volume Profile
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Liquidity & share structure
Average Volume
458.6K
Beta
1.33
Float Shares
16.69M
Free Float %
82.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+2.39% +10.89% +20.75% +39.90% +0.65% -6.14% -35.12% -61.28% -67.39% +123.95% +1,139.86%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (8 ratings, all time) Buy
Price Targets & DCF
Current price
18.25
Low 47.00 +157.6%
Consensus 56.00 +206.9%
Median 56.00 +206.9%
High 65.00 +256.3%
DCF (Unlevered) 20.56 +12.7%
DCF (Levered) 25.54 +40.0%

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) 43% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 3 0
Hold 4 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 4
58.75
+222.0%
Quality scores
Altman Z-Score
15.86
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B-
Overall Score
2 / 5
Medium
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
4 / 5
High
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Healthcare Information Services: +14.2%
    +13.1% Q2'26: +7.5% (vs Q2'25)
  • EPS growth Medical - Healthcare Information Services: +43.1%
    -757.1% Q2'26: +105.4% (vs Q2'25)
  • FCF margin FCF growth · Medical - Healthcare Information Services: +49.2%
    +20.3% Q2'26: +50.5% (vs Q2'25)
  • EBIT margin Medical - Healthcare Information Services: +8.8%
    +8.2% Q2'26: +18.2% (vs Q2'25)
  • ROIC Medical - Healthcare Information Services: +5.2%
    +7.0% Q2'26: +13.2% (vs Q2'25)
  • Share dilution Medical - Healthcare Information Services: -0.1%
    -1.0% Q2'26: +0.6% (vs Q2'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Healthcare Information Services: -0.74×
    0.04× Q2'26: 0.11× (vs Q2'25)
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 (1.28) × ERP
WACC = 100% × Ke + 0% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 20.56 Current price: 18.25
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 Aug 2015
actual
Aug 2016
actual
Aug 2017
actual
Aug 2018
actual
Aug 2019
actual
Aug 2020
actual
Aug 2021
actual
Aug 2022
actual
Aug 2023
actual
Aug 2024
actual
Aug 2025
actual
Aug 2026
3 Rev. Ana.
3 EPS Ana.
Aug 2027
3 Rev. Ana.
3 EPS Ana.
Aug 2028
1 Rev. Ana.
1 EPS Ana.
Aug 2029
1 Rev. Ana.
1 EPS Ana.
Aug 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
18.31M
est: 18.26M (+0.3%)
19.97M
est: 19.89M (+0.4%)
24.14M
est: 24.10M (+0.2%)
29.67M
est: 28.96M (+2.4%)
33.97M
est: 33.50M (+1.4%)
41.59M
est: 41.42M (+0.4%)
46.47M
est: 44.80M (+3.7%)
53.91M
est: 53.10M (+1.5%)
59.58M
est: 167.70M (-64.5%)
70.01M
est: 71.09M (-1.5%)
79.18M
est: 78.98M (+0.3%)
81.87M
81.45M – 82.22M
+3.7% YoY
86.26M
85.81M – 86.62M
+5.4% YoY
92.60M
90.67M – 94.53M
+7.4% YoY
103.40M
102.87M – 103.84M
+11.7% YoY
117.10M
116.50M – 117.59M
+13.2% YoY
EBITDA
7.68M
est: 971.8K (+690.6%)
9.17M
est: 1.06M (+766.2%)
10.41M
est: 1.28M (+711.9%)
13.02M
est: 1.54M (+744.6%)
13.31M
est: 1.78M (+646.3%)
14.35M
est: 2.20M (+550.9%)
14.70M
est: 14.60M (+0.7%)
18.69M
est: 15.53M (+20.3%)
13.07M
est: 17.46M (-25.2%)
18.08M
est: 18.86M (-4.1%)
14.70M
est: 20.95M (-29.8%)
21.72M
21.60M – 21.81M
+3.7% YoY
22.88M
22.76M – 22.97M
+5.4% YoY
24.56M
24.05M – 25.07M
+7.4% YoY
27.43M
27.28M – 27.54M
+11.7% YoY
31.06M
30.90M – 31.19M
+13.2% YoY
EBIT
5.69M
est: -462.1K (+1,331.9%)
7.24M
est: -503.4K (+1,537.6%)
8.28M
est: -609.9K (+1,457.3%)
10.30M
est: -733.0K (+1,504.8%)
10.56M
est: -847.8K (+1,345.1%)
11.39M
est: -1.05M (+1,186.2%)
11.11M
est: 10.78M (+3.0%)
15.12M
est: 11.36M (+33.1%)
9.23M
est: 12.55M (-26.5%)
12.41M
est: 13.27M (-6.5%)
6.49M
est: 14.75M (-56.0%)
15.29M
15.21M – 15.35M
+3.7% YoY
16.10M
16.02M – 16.17M
+5.4% YoY
17.29M
16.93M – 17.65M
+7.4% YoY
19.31M
19.21M – 19.39M
+11.7% YoY
21.86M
21.75M – 21.96M
+13.2% YoY
Net Income
3.84M
est: 4.42M (-13.1%)
4.95M
est: 5.63M (-12.0%)
5.79M
est: 6.43M (-10.0%)
8.93M
est: 9.65M (-7.4%)
8.58M
est: 9.25M (-7.2%)
9.33M
est: 10.05M (-7.1%)
9.78M
est: 9.42M (+3.8%)
12.48M
est: 9.59M (+30.1%)
9.96M
est: 10.66M (-6.5%)
9.95M
est: 10.22M (-2.6%)
-64.72M
est: 20.78M (-411.5%)
17.29M
16.21M – 18.37M
-16.8% YoY
17.73M
17.62M – 17.84M
+2.6% YoY
21.29M
21.16M – 21.42M
+20.1% YoY
25.73M
25.56M – 25.87M
+20.8% YoY
31.36M
31.15M – 31.53M
+21.9% YoY
SGA
6.74M
est: 8.58M (-21.5%)
6.69M
est: 9.35M (-28.4%)
8.20M
est: 11.33M (-27.6%)
9.58M
est: 13.61M (-29.6%)
11.80M
est: 15.74M (-25.1%)
16.36M
est: 19.47M (-16.0%)
20.57M
est: 22.87M (-10.1%)
24.97M
est: 24.16M (+3.3%)
34.72M
est: 28.47M (+22.0%)
31.27M
est: 33.41M (-6.4%)
32.85M
est: 37.12M (-11.5%)
38.48M
38.28M – 38.64M
+3.7% YoY
40.54M
40.33M – 40.71M
+5.4% YoY
43.52M
42.61M – 44.43M
+7.4% YoY
48.60M
48.35M – 48.80M
+11.7% YoY
55.03M
54.75M – 55.27M
+13.2% YoY
EPS
0.23
est: 0.22 (+4.5%)
0.29
est: 0.28 (+3.6%)
0.34
est: 0.32 (+6.3%)
0.52
est: 0.48 (+8.3%)
0.49
est: 0.46 (+6.5%)
0.52
est: 0.50 (+4.0%)
0.49
est: 0.51 (-3.9%)
0.62
est: 0.62 (-0.4%)
0.50
est: 0.05 (+916.9%)
0.50
est: 0.51 (-1.7%)
-3.22
est: 1.03 (-411.3%)
0.86
0.81 – 0.91
-16.9% YoY
0.88
0.88 – 0.89
+2.6% YoY
1.06
1.05 – 1.07
+20.1% YoY
1.28
1.27 – 1.29
+20.8% YoY
1.56
1.55 – 1.57
+21.9% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B- 2/5 4/5 1/5 1/5 4/5 1/5 3/5
2026-05-27 B- 2/5 4/5 1/5 1/5 4/5 1/5 3/5
2026-05-26 B- 2/5 4/5 1/5 1/5 4/5 1/5 3/5
2026-05-22 B- 2/5 4/5 1/5 1/5 4/5 1/5 3/5
2026-05-21 B- 3/5 5/5 1/5 1/5 4/5 1/5 3/5
2026-05-20 B- 3/5 5/5 1/5 1/5 4/5 1/5 3/5
2026-05-19 B- 3/5 5/5 1/5 1/5 4/5 1/5 3/5
2026-05-18 B- 3/5 5/5 1/5 1/5 4/5 1/5 3/5
2026-05-15 B- 3/5 5/5 1/5 1/5 4/5 1/5 3/5
2026-05-14 B- 3/5 5/5 1/5 1/5 4/5 1/5 3/5
2026-05-13 B- 2/5 4/5 1/5 1/5 4/5 1/5 3/5
2026-05-12 B- 2/5 4/5 1/5 1/5 4/5 1/5 3/5
2026-05-11 B- 2/5 4/5 1/5 1/5 4/5 1/5 3/5
2026-05-08 B- 2/5 4/5 1/5 1/5 4/5 1/5 3/5
2026-05-07 B- 2/5 4/5 1/5 1/5 4/5 1/5 3/5
2026-05-06 B- 2/5 4/5 1/5 1/5 4/5 1/5 3/5
2026-05-05 C+ 2/5 4/5 1/5 1/5 3/5 1/5 3/5
2026-05-04 C+ 2/5 4/5 1/5 1/5 3/5 1/5 3/5
2026-05-01 B- 2/5 5/5 1/5 1/5 3/5 1/5 3/5
2026-04-30 B- 2/5 5/5 1/5 1/5 3/5 1/5 3/5
2026-04-29 C+ 2/5 4/5 1/5 1/5 3/5 1/5 3/5
2026-04-28 C+ 2/5 4/5 1/5 1/5 3/5 1/5 3/5
2026-04-27 C+ 2/5 4/5 1/5 1/5 3/5 1/5 3/5
2026-04-24 B- 2/5 5/5 1/5 1/5 3/5 1/5 3/5
2026-04-23 C+ 2/5 5/5 1/5 1/5 2/5 1/5 3/5
2026-04-22 C+ 2/5 5/5 1/5 1/5 2/5 1/5 3/5
2026-04-21 C+ 2/5 5/5 1/5 1/5 2/5 1/5 3/5
2026-04-20 C+ 2/5 5/5 1/5 1/5 2/5 1/5 3/5
2026-04-17 C+ 2/5 5/5 1/5 1/5 2/5 1/5 3/5
2026-04-16 C+ 2/5 5/5 1/5 1/5 2/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
23.83M
OE per share TTM
1.18
Owner's Yield
6.91%
Maintenance CapEx ratio
0.26%
Maint CapEx / Avg PPE
3.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
159
Total invested
191.10M
Insider transactions (90d)
7
Beneficial owners (>5%)
10
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) BlackRock, Inc. 2.42M 12.00% 2.40M 2.42M HC Delaware 2022-01-27
2 Conestoga Capital Advisors LLC 2.33M 11.55% 2.22M 2.33M IA Delaware 2022-01-10
3 Neuberger Berman Group LLC 1.68M 8.33% 1.67M 1.68M HC Delaware 2022-02-11
4 Neuberger Berman Investment Advisers LLC 1.68M 8.33% 1.67M 1.68M IA Delaware 2022-02-11
5 Conestoga Small Cap Fund 1.53M 7.61% 1.53M 1.53M IV Delaware 2022-01-10
6 Neuberger Berman Equity Funds 1.14M 5.65% 1.14M 1.14M IV Delaware 2022-02-11
7 Neuberger Berman Genesis Fund 1.14M 5.65% 1.14M 1.14M IV Delaware 2022-02-11
8 The Vanguard Group - 23-1945930 1.07M 5.30% 29.0K 41.4K IA Pennsylvania 2022-02-10
9 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 925.4K 5.94% 925.4K 925.4K IA Minnesota 2012-02-09
10 2 10.00 12.00% IA Minnesota 2013-02-19

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
159
-11 vs prev Q
New positions
28
Closed positions
40
Increased
89
Reduced
46
Put/Call ratio
0.07
Calls held
200.0K
Puts held
13.2K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 NANO CAP NEW MILLENNIUM GROWTH FUND L P 97.0K +97.0K (+100.0%) 1.77B +1.8B (+100.0%) 0.48% +0.482 pp 1.51% +1.509 pp USD18.23 +0.0% 1 qtrs NEW
2 FIRST LIGHT ASSET MANAGEMENT, LLC 1.97M +1.2M (+156.4%) 35.89M +24.3M (+210.2%) 9.78% +5.959 pp 2.74% +1.654 pp USD17.43 +4.6% 3 qtrs
3 BLACKROCK, INC. 1.26M +31.7K (+2.6%) 22.91M +4.4M (+24.1%) 6.24% +0.149 pp 0.00% +0.000 pp USD31.62 -42.3% 6 qtrs
4 VANGUARD GROUP INC 1.01M +37.2K (+3.8%) 18.44M +3.8M (+25.6%) 5.02% +0.178 pp 0.00% +0.000 pp USD35.72 -49.0% 76 qtrs
5 MORGAN STANLEY 1.00M -297.3K (-22.9%) 18.23M -1.3M (-6.7%) 4.97% -1.485 pp 0.00% 0.000 pp USD25.07 -27.3% 49 qtrs
6 MARSHALL WACE, LLP 569.8K +319.3K (+127.5%) 10.39M +6.6M (+175.2%) 2.83% +1.584 pp 0.01% +0.006 pp USD17.94 +1.6% 6 qtrs
7 ROCKEFELLER CAPITAL MANAGEMENT L.P. 557.9K -188.1K (-25.2%) 10.17M -1.1M (-9.5%) 2.77% -0.939 pp 0.02% -0.004 pp USD16.28 +12.0% 3 qtrs
8 TRIBUTARY CAPITAL MANAGEMENT, LLC 520.9K -47.6K (-8.4%) 9.50M +928.0K (+10.8%) 2.59% -0.240 pp 0.94% +0.160 pp USD29.64 -38.5% 9 qtrs
9 STEPHENS INVESTMENT MANAGEMENT GROUP LLC 513.7K +120.9K (+30.8%) 9.37M +3.4M (+58.2%) 2.55% +0.598 pp 0.12% +0.045 pp USD17.06 +6.9% 3 qtrs
10 FIRST EAGLE INVESTMENT MANAGEMENT, LLC 457.2K +434.3K (+1,898.1%) 8.33M +8.0M (+2,317.0%) 2.27% +2.156 pp 0.01% +0.014 pp USD18.07 +0.9% 2 qtrs
11 GOLDMAN SACHS GROUP INC 427.9K +314.8K (+278.6%) 7.80M +6.1M (+358.0%) 2.12% +1.563 pp 0.00% +0.001 pp USD19.85 -8.2% 27 qtrs
12 ROYCE & ASSOCIATES LP 402.4K +53.7K (+15.4%) 7.34M +2.1M (+39.6%) 2.00% +0.264 pp 0.07% +0.022 pp USD28.48 -36.0% 34 qtrs
13 GEODE CAPITAL MANAGEMENT, LLC 399.8K +5.7K (+1.5%) 7.29M +1.3M (+22.7%) 1.99% +0.026 pp 0.00% +0.000 pp USD36.26 -49.7% 76 qtrs
14 KENNEDY CAPITAL MANAGEMENT LLC 398.9K +28.7K (+7.8%) 7.27M +1.7M (+30.4%) 1.98% +0.140 pp 0.15% +0.031 pp USD31.63 -42.4% 12 qtrs
15 STATE STREET CORP 364.8K -33.8K (-8.5%) 6.65M +644.0K (+10.7%) 1.81% -0.170 pp 0.00% +0.000 pp USD40.96 -55.5% 36 qtrs
16 DIMENSIONAL FUND ADVISORS LP 348.2K -62.6K (-15.2%) 6.35M +156.9K (+2.5%) 1.73% -0.314 pp 0.00% +0.000 pp USD39.36 -53.7% 51 qtrs
17 MEROS INVESTMENT MANAGEMENT, LP 339.2K +339.2K (+100.0%) 6.18M +6.2M (+100.0%) 1.68% +1.684 pp 2.45% +2.452 pp USD18.23 +0.0% 1 qtrs NEW
18 CITADEL ADVISORS LLC 277.0K -75.6K (-21.4%) 5.05M -263.5K (-5.0%) 1.38% -0.378 pp 0.00% 0.000 pp USD18.80 -3.0% 21 qtrs
19 NICHOLAS COMPANY, INC. 262.7K +78.9K (+42.9%) 4.79M +2.0M (+72.9%) 1.30% +0.390 pp 0.08% +0.037 pp USD23.98 -24.0% 5 qtrs
20 D. E. SHAW & CO., INC. 226.0K +8.2K (+3.8%) 4.12M +837.2K (+25.5%) 1.12% +0.039 pp 0.00% +0.000 pp USD15.18 +20.1% 14 qtrs
21 TWO SIGMA INVESTMENTS, LP 224.1K +133.3K (+147.0%) 4.08M +2.7M (+198.7%) 1.11% +0.661 pp 0.01% +0.004 pp USD16.95 +7.6% 2 qtrs
22 SQUAREPOINT OPS LLC 223.1K +3.0K (+1.4%) 4.07M +749.9K (+22.6%) 1.11% +0.013 pp 0.00% +0.001 pp USD16.29 +11.9% 8 qtrs
23 HERALD INVESTMENT MANAGEMENT LTD 200.0K +— (+0.0%) 3.64M +626.0K (+20.8%) 0.99% -0.001 pp 0.48% +0.074 pp USD15.07 +21.0% 2 qtrs
24 ENVESTNET ASSET MANAGEMENT INC 196.3K +2.5K (+1.3%) 3.58M +657.6K (+22.5%) 0.97% +0.011 pp 0.00% +0.000 pp USD25.43 -28.3% 33 qtrs
25 NORTHERN TRUST CORP 187.5K -20.2K (-9.7%) 3.42M +287.7K (+9.2%) 0.93% -0.102 pp 0.00% +0.000 pp USD34.23 -46.7% 42 qtrs
26 JANE STREET GROUP, LLC 169.1K -33.4K (-16.5%) 3.08M +31.5K (+1.0%) 0.84% -0.167 pp 0.00% +0.000 pp USD17.81 +2.4% 15 qtrs
27 NORTH STAR INVESTMENT MANAGEMENT CORP. 168.1K +— (+0.0%) 3.07M +531.3K (+21.0%) 0.83% -0.001 pp 0.19% +0.030 pp USD18.10 +0.7% 4 qtrs
28 BANK OF AMERICA CORP /DE/ 166.4K -203.2K (-55.0%) 3.03M -2.5M (-45.5%) 0.83% -1.011 pp 0.00% 0.000 pp USD22.40 -18.6% 40 qtrs
29 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 151.0K +12.0K (+8.6%) 2.75M +657.7K (+31.4%) 0.75% +0.059 pp 0.00% +0.000 pp USD35.92 -49.2% 35 qtrs
30 MILLENNIUM MANAGEMENT LLC 147.5K -158.5K (-51.8%) 2.69M -1.9M (-41.7%) 0.73% -0.789 pp 0.00% -0.001 pp USD18.47 -1.3% 6 qtrs
31 KOPION ASSET MANAGEMENT, LLC 134.4K -51.0K (-27.5%) 2.45M -344.0K (-12.3%) 0.67% -0.255 pp 1.75% -0.059 pp USD35.40 -48.5% 17 qtrs
32 POINT72 ASSET MANAGEMENT, L.P. 130.9K +130.9K (+100.0%) 2.39M +2.4M (+100.0%) 0.65% +0.650 pp 0.00% +0.003 pp USD18.23 +0.0% 1 qtrs NEW
33 JPMORGAN CHASE & CO 130.3K -37.4K (-22.3%) 2.38M -151.4K (-6.0%) 0.65% -0.187 pp 0.00% +0.000 pp USD21.62 -15.7% 33 qtrs
34 TUDOR INVESTMENT CORP ET AL 116.7K -3.4K (-2.8%) 2.13M +317.2K (+17.5%) 0.58% -0.018 pp 0.00% +0.001 pp USD15.07 +21.0% 4 qtrs
35 CITIGROUP INC 107.2K -8.5K (-7.3%) 1.95M +211.4K (+12.1%) 0.53% -0.043 pp 0.00% +0.000 pp USD21.72 -16.1% 35 qtrs
36 AQR CAPITAL MANAGEMENT LLC 102.0K +75.7K (+288.2%) 1.86M +1.5M (+369.6%) 0.51% +0.376 pp 0.00% +0.001 pp USD17.66 +3.2% 11 qtrs
37 PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 100.9K +20.9K (+26.1%) 1.84M +633.5K (+52.5%) 0.50% +0.103 pp 0.17% +0.044 pp USD17.61 +3.5% 3 qtrs
38 PDT PARTNERS, LLC 95.8K +31.6K (+49.2%) 1.75M +778.6K (+80.5%) 0.48% +0.156 pp 0.11% +0.052 pp USD16.11 +13.2% 2 qtrs
39 UBS GROUP AG 77.0K -164.6K (-68.1%) 1.40M -2.2M (-61.5%) 0.38% -0.819 pp 0.00% 0.000 pp USD23.56 -22.6% 45 qtrs
40 WELLS FARGO & COMPANY/MN 76.1K +601.0 (+0.8%) 1.39M +249.5K (+21.9%) 0.38% +0.003 pp 0.00% +0.000 pp USD29.18 -37.5% 36 qtrs
41 RICE HALL JAMES & ASSOCIATES, LLC 70.2K +4.1K (+6.2%) 1.28M +283.6K (+28.5%) 0.35% +0.020 pp 0.07% +0.016 pp USD40.42 -54.9% 16 qtrs
42 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 67.0K +20.4K (+43.7%) 1.22M +519.0K (+73.9%) 0.33% +0.101 pp 0.02% +0.008 pp USD16.03 +13.7% 2 qtrs
43 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 66.3K +66.3K (+100.0%) 1.21M +1.2M (+100.0%) 0.33% +0.329 pp 0.00% +0.003 pp USD18.23 +0.0% 1 qtrs NEW
44 BANK OF NEW YORK MELLON CORP 62.7K +14.8K (+31.0%) 1.14M +422.0K (+58.5%) 0.31% +0.073 pp 0.00% +0.000 pp USD36.17 -49.6% 35 qtrs
45 GSA CAPITAL PARTNERS LLP 62.3K +39.1K (+167.9%) 1.14M +785.0K (+223.6%) 0.31% +0.194 pp 0.10% +0.069 pp USD17.05 +6.9% 2 qtrs
46 TWO SIGMA ADVISERS, LP 55.9K +41.3K (+282.9%) 1.02M +799.0K (+363.2%) 0.28% +0.205 pp 0.00% +0.002 pp USD17.40 +4.8% 2 qtrs
47 JANUS HENDERSON GROUP PLC 53.4K +53.4K (+100.0%) 972.8K +972.8K (+100.0%) 0.27% +0.265 pp 0.00% +0.000 pp USD18.23 +0.0% 12 qtrs
48 RHUMBLINE ADVISERS 52.4K -4.8K (-8.4%) 954.6K +93.4K (+10.8%) 0.26% -0.024 pp 0.00% +0.000 pp USD46.16 -60.5% 31 qtrs
49 KORNITZER CAPITAL MANAGEMENT INC /KS 51.2K +218.0 (+0.4%) 933.7K +165.1K (+21.5%) 0.25% +0.001 pp 0.02% +0.004 pp USD26.92 -32.3% 10 qtrs
50 LPL FINANCIAL LLC 48.7K +21.6K (+79.4%) 888.4K +479.1K (+117.0%) 0.24% +0.107 pp 0.00% +0.000 pp USD19.42 -6.1% 5 qtrs
51 PRINCIPAL FINANCIAL GROUP INC 47.8K +15.4K (+47.6%) 871.8K +383.6K (+78.6%) 0.24% +0.076 pp 0.00% +0.000 pp USD44.59 -59.1% 25 qtrs
52 WALLEYE CAPITAL LLC 44.3K -109.4K (-71.2%) 807.6K -1.5M (-65.1%) 0.22% -0.544 pp 0.00% -0.006 pp USD15.07 +21.0% 2 qtrs
53 NUVEEN, LLC 39.4K +— (+0.0%) 718.0K +124.5K (+21.0%) 0.20% 0.000 pp 0.00% +0.000 pp USD24.52 -25.7% 4 qtrs
54 CRAWFORD INVESTMENT COUNSEL INC 38.0K +— (+0.0%) 692.6K +120.0K (+21.0%) 0.19% 0.000 pp 0.01% +0.002 pp USD28.94 -37.0% 48 qtrs
55 BALYASNY ASSET MANAGEMENT L.P. 37.5K +37.5K (+100.0%) 683.2K +683.2K (+100.0%) 0.19% +0.186 pp 0.00% +0.001 pp USD18.23 +0.0% 1 qtrs NEW
56 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 37.0K +9.0K (+32.1%) 674.5K +252.6K (+59.9%) 0.18% +0.045 pp 0.00% +0.001 pp USD20.33 -10.3% 25 qtrs
57 HENNION & WALSH ASSET MANAGEMENT, INC. 35.4K +6.7K (+23.2%) 645.9K +212.6K (+49.1%) 0.18% +0.033 pp 0.02% +0.007 pp USD37.61 -51.5% 11 qtrs
58 NAVALIGN, LLC 35.0K +— (+0.0%) 638.2K +110.6K (+21.0%) 0.17% 0.000 pp 0.16% +0.017 pp USD16.11 +13.2% 3 qtrs
59 SCHONFELD STRATEGIC ADVISORS LLC 33.0K +21.5K (+187.5%) 601.8K +428.8K (+247.8%) 0.16% +0.107 pp 0.00% +0.002 pp USD17.13 +6.4% 2 qtrs
60 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 32.8K +— (+0.0%) 597.9K +103.6K (+21.0%) 0.16% 0.000 pp 0.00% +0.000 pp USD35.44 -48.6% 8 qtrs
61 ILLUMINE INVESTMENT MANAGEMENT, LLC 32.4K +970.0 (+3.1%) 590.3K +116.9K (+24.7%) 0.16% +0.005 pp 0.43% +0.093 pp USD23.20 -21.4% 5 qtrs
62 SEI INVESTMENTS CO 30.5K +7.8K (+34.2%) 555.2K +213.3K (+62.4%) 0.15% +0.038 pp 0.00% +0.000 pp USD21.92 -16.8% 5 qtrs
63 AZZAD ASSET MANAGEMENT INC /ADV 28.0K +270.0 (+1.0%) 509.6K +92.4K (+22.1%) 0.14% +0.001 pp 0.05% +0.009 pp USD21.50 -15.2% 9 qtrs
64 INVESCO LTD. 26.6K +6.9K (+34.7%) 485.7K +187.6K (+62.9%) 0.13% +0.034 pp 0.00% +0.000 pp USD47.15 -61.3% 31 qtrs
65 BARCLAYS PLC 26.6K -1.8K (-6.5%) 485.5K -426.2K (-46.8%) 0.13% -0.009 pp 0.00% 0.000 pp USD27.37 -33.4% 12 qtrs
66 QUANTBOT TECHNOLOGIES LP 26.5K -32.9K (-55.4%) 483.3K -412.6K (-46.1%) 0.13% -0.164 pp 0.02% -0.008 pp USD15.07 +21.0% 6 qtrs
67 CERITY PARTNERS LLC 23.7K +6.3K (+36.0%) 481.2K +202.1K (+72.4%) 0.12% +0.031 pp 0.00% +0.000 pp USD17.50 +4.2% 3 qtrs
68 ROYAL BANK OF CANADA 25.5K -49.1K (-65.9%) 465.0K -659.0K (-58.6%) 0.13% -0.245 pp 0.00% 0.000 pp USD34.20 -46.7% 40 qtrs
69 AQUATIC CAPITAL MANAGEMENT LLC 24.4K -2.8K (-10.2%) 445.7K +35.3K (+8.6%) 0.12% -0.014 pp 0.01% +0.005 pp USD17.06 +6.9% 6 qtrs
70 NATIXIS ADVISORS, L.P. 23.7K +1.7K (+7.6%) 432.0K +100.0K (+30.1%) 0.12% +0.008 pp 0.00% +0.000 pp USD15.29 +19.2% 2 qtrs
71 BRIDGEWAY CAPITAL MANAGEMENT, LLC 23.5K +23.5K (+100.0%) 428.4K +428.4K (+100.0%) 0.12% +0.117 pp 0.01% +0.009 pp USD18.23 +0.0% 1 qtrs NEW
72 CI PRIVATE WEALTH, LLC 21.8K +21.8K (+100.0%) 397.3K +397.3K (+100.0%) 0.11% +0.108 pp 0.00% +0.001 pp USD18.23 +0.0% 1 qtrs NEW
73 CREATIVE PLANNING 21.8K +21.8K (+100.0%) 396.7K +396.7K (+100.0%) 0.11% +0.108 pp 0.00% +0.000 pp USD18.23 +0.0% 7 qtrs
74 VERITION FUND MANAGEMENT LLC 21.1K -11.0K (-34.2%) 384.6K -98.8K (-20.4%) 0.10% -0.055 pp 0.00% -0.001 pp USD15.07 +21.0% 7 qtrs
75 QUANTINNO CAPITAL MANAGEMENT LP 20.8K +10.6K (+104.1%) 379.6K +225.9K (+146.9%) 0.10% +0.053 pp 0.00% +0.000 pp USD16.68 +9.3% 2 qtrs
76 RENAISSANCE TECHNOLOGIES LLC 20.0K +20.0K (+100.0%) 364.6K +364.6K (+100.0%) 0.10% +0.099 pp 0.00% +0.001 pp USD18.23 +0.0% 1 qtrs NEW
77 ALLIANCEBERNSTEIN L.P. 19.1K +4.4K (+29.9%) 348.4K +126.7K (+57.2%) 0.09% +0.022 pp 0.00% +0.000 pp USD36.38 -49.9% 27 qtrs
78 FIRST TRUST ADVISORS LP 18.8K +7.7K (+70.0%) 342.6K +176.0K (+105.6%) 0.09% +0.038 pp 0.00% +0.000 pp USD16.37 +11.4% 2 qtrs
79 SKOPOS LABS, INC. 18.5K -10.2K (-35.5%) 337.5K -94.4K (-21.9%) 0.09% -0.051 pp 0.02% -0.031 pp USD15.10 +20.7% 3 qtrs
80 ENGINEERS GATE MANAGER LP 17.9K -5.0K (-21.9%) 325.4K -19.2K (-5.6%) 0.09% -0.025 pp 0.00% 0.000 pp USD15.07 +21.0% 2 qtrs
81 FOX RUN MANAGEMENT, L.L.C. 17.4K +17.4K (+100.0%) 317.5K +317.5K (+100.0%) 0.09% +0.087 pp 0.05% +0.049 pp USD18.23 +0.0% 1 qtrs NEW
82 FIRST NATIONAL BANK OF OMAHA 17.4K -378.0 (-2.1%) 317.2K +49.3K (+18.4%) 0.09% -0.002 pp 0.01% -0.008 pp USD28.76 -36.6% 9 qtrs
83 GWN SECURITIES INC. 17.3K +17.3K (+100.0%) 315.1K +315.1K (+100.0%) 0.09% +0.086 pp 0.06% +0.064 pp USD18.23 +0.0% 1 qtrs NEW
84 ADVISOR GROUP HOLDINGS, INC. 17.0K -461.0 (-2.6%) 310.5K +62.2K (+25.0%) 0.08% -0.002 pp 0.00% +0.000 pp USD17.38 +4.9% 24 qtrs
85 PATHSTONE HOLDINGS, LLC 16.5K +16.5K (+100.0%) 300.4K +300.4K (+100.0%) 0.08% +0.082 pp 0.00% +0.001 pp USD18.23 +0.0% 1 qtrs NEW
86 KING LUTHER CAPITAL MANAGEMENT CORP 16.0K +16.0K (+100.0%) 291.7K +291.7K (+100.0%) 0.08% +0.079 pp 0.00% +0.001 pp USD18.23 +0.0% 1 qtrs NEW
87 DEUTSCHE BANK AG\ 15.8K +875.0 (+5.9%) 288.5K +63.2K (+28.0%) 0.08% +0.004 pp 0.00% +0.000 pp USD33.91 -46.2% 44 qtrs
88 CONNORS INVESTOR SERVICES INC 15.6K -6.0K (-27.8%) 283.8K -41.2K (-12.7%) 0.08% -0.030 pp 0.02% -0.003 pp USD24.46 -25.5% 13 qtrs
89 EXODUSPOINT CAPITAL MANAGEMENT, LP 14.9K -45.1K (-75.2%) 271.7K -633.0K (-70.0%) 0.07% -0.225 pp 0.00% -0.007 pp USD16.82 +8.4% 6 qtrs
90 GREEN ALPHA ADVISORS, LLC 14.1K +14.1K (+100.0%) 257.5K +257.5K (+100.0%) 0.07% +0.070 pp 0.24% +0.236 pp USD18.23 +0.0% 1 qtrs NEW
91 STEPHENS INC /AR/ 11.8K +11.8K (+100.0%) 215.1K +215.1K (+100.0%) 0.06% +0.059 pp 0.00% +0.003 pp USD18.23 +0.0% 5 qtrs
92 FRANKLIN RESOURCES INC 11.2K +11.2K (+100.0%) 204.8K +204.8K (+100.0%) 0.06% +0.056 pp 0.00% +0.000 pp USD18.23 +0.0% 1 qtrs NEW
93 CAMPBELL & CO INVESTMENT ADVISER LLC 10.6K +10.6K (+100.0%) 193.0K +193.0K (+100.0%) 0.05% +0.053 pp 0.01% +0.009 pp USD18.23 +0.0% 3 qtrs
94 PRICE T ROWE ASSOCIATES INC /MD/ 10.2K +10.2K (+100.0%) 186.0K +186.0K (+100.0%) 0.05% +0.051 pp 0.00% +0.000 pp USD18.23 +0.0% 1 qtrs NEW
95 SAVVY ADVISORS, INC. 10.2K +4.0 (+0.0%) 185.4K +32.2K (+21.0%) 0.05% +0.000 pp 0.01% -0.001 pp USD24.52 -25.7% 4 qtrs
96 WEDBUSH SECURITIES INC 10.0K +— (+0.0%) 183.0K +32.0K (+21.2%) 0.05% 0.000 pp 0.01% +0.000 pp USD53.02 -65.6% 20 qtrs
97 FEDERATED HERMES, INC. 10.0K -116.7K (-92.1%) 182.3K -1.7M (-90.5%) 0.05% -0.581 pp 0.00% -0.003 pp USD16.94 +7.6% 4 qtrs
98 SG AMERICAS SECURITIES, LLC 9.3K +9.3K (+100.0%) 170.0K +170.0K (+100.0%) 0.05% +0.046 pp 0.00% +0.000 pp USD18.23 +0.0% 7 qtrs
99 METLIFE INVESTMENT MANAGEMENT, LLC 9.2K +— (+0.0%) 168.0K +29.1K (+21.0%) 0.05% 0.000 pp 0.00% +0.000 pp USD32.62 -44.1% 31 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 70 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 JPMorgan Diversified Return U.S. Small Cap Equity ETF JPSE 0.08% 457.2K 0.29%
2 iShares Micro-Cap ETF IWC 0.07% 1.05M 0.60%
3 Invesco Russell 2000 Dynamic Multifactor ETF OMFS 0.06% 166.4K 0.39%
4 Harbor Human Capital Factor US Small Cap ETF HAPS 0.05% 85.5K 0.61%
5 iShares Healthcare Innovation UCITS ETF HEAL.L 0.03% 336.0K 0.40%
6 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.02% 252.6K 0.20%
7 WisdomTree U.S. SmallCap Fund EES 0.02% 157.0K 0.38%
8 Invesco RAFI US 1500 Small-Mid ETF PRFZ 0.02% 534.3K 0.34%
9 Vanguard Russell 2000 Growth ETF VTWG 0.02% 262.2K 0.06%
10 iShares Russell 2000 Growth ETF IWO 0.01% 2.07M 0.24%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
0.50
Bearish
Buys
5
Sells
5
Shares acquired
9.5K
Shares disposed
19.0K
Cash buys
Cash sales
4.00
Net activity
-9,532
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
2026-05-11 Fiedler-Kelly Jill Officer M-Exempt A Common Stock 1,000 10.05 10.1K 78,817 D
2026-05-04 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 15,000 15.13 227.0K 3,267,800 D
2026-05-04 DiBella John Anthony II Officer S-Sale D Common Stock 1,000 14.98 15.0K 88,140 D
2026-05-01 WOLTOSZ WALTER S Director / 10% Owner A-Award A Common Stock 2,117 0.00 3,282,800 D
2026-05-01 WEINER DANIEL L Director A-Award A Common Stock 2,117 0.00 16,547 D
2026-05-01 Paglia John Kenneth Director A-Award A Common Stock 2,117 0.00 14,589 D
2026-05-01 Evans Sharlene Director A-Award A Common Stock 2,117 0.00 17,173 D
2026-04-15 DiBella John Anthony II Officer S-Sale D Common Stock 1,000 13.37 13.4K 89,140 D
2026-02-06 DiBella John Anthony II Officer M-Exempt A Common Stock 10,300 9.71 100.0K 90,140 D
2026-01-30 WOLTOSZ WALTER S Director / 10% Owner A-Award A Common Stock 1,776 0.00 3,280,683 D
2026-01-30 WEINER DANIEL L Director A-Award A Common Stock 1,776 0.00 14,430 D
2026-01-30 Paglia John Kenneth Director A-Award A Common Stock 1,776 0.00 12,472 D
2026-01-30 Evans Sharlene Director A-Award A Common Stock 1,776 0.00 15,056 D
2026-01-28 Fiedler-Kelly Jill Officer M-Exempt A Common Stock 8,950 9.71 86.9K 77,817 D
2025-12-18 WOLTOSZ WALTER S Director / 10% Owner G-Gift D Common Stock 9,095 0.00 3,278,907 D
2025-12-01 LaVange Lisa Director S-Sale D Common Stock 866 16.91 14.6K 9,968 D
2025-11-03 WOLTOSZ WALTER S Director / 10% Owner A-Award A Common Stock 1,771 0.00 3,288,002 D
2025-11-03 WEINER DANIEL L Director A-Award A Common Stock 1,771 0.00 12,654 D
2025-11-03 Paglia John Kenneth Director A-Award A Common Stock 1,771 0.00 10,696 D
2025-11-03 LaVange Lisa Director A-Award A Common Stock 1,771 0.00 10,834 D
2025-11-03 Evans Sharlene Director A-Award A Common Stock 1,771 0.00 13,280 D
2025-10-16 OCONNOR SHAWN Officer A-Award A Stock Options (Right to Buy) 50,000 16.02 801.0K 50,000 D
2025-10-16 Fiedler-Kelly Jill Officer A-Award A Stock Options (Right to Buy) 27,500 16.02 440.6K 27,500 D
2025-10-16 FREDERICK WILLIAM W Officer A-Award A Stock Options (Right to Buy) 32,500 16.02 520.7K 32,500 D
2025-10-16 DiBella John Anthony II Officer A-Award A Stock Options (Right to Buy) 27,500 16.02 440.6K 27,500 D
2025-10-01 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 20,000 15.39 307.8K 3,286,231 D
2025-09-02 LaVange Lisa Director S-Sale D Common Stock 867 14.10 12.2K 9,063 D
2025-08-01 WOLTOSZ WALTER S Director / 10% Owner A-Award A Common Stock 2,074 0.00 3,306,231 D
2025-08-01 WEINER DANIEL L Director A-Award A Common Stock 2,074 0.00 10,883 D
2025-08-01 Paglia John Kenneth Director A-Award A Common Stock 2,074 0.00 8,925 D
2025-08-01 LaVange Lisa Director A-Award A Common Stock 2,074 0.00 10,797 D
2025-08-01 Evans Sharlene Director A-Award A Common Stock 2,074 0.00 11,509 D
2025-07-01 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 7,776 17.94 139.5K 3,316,381 D
2025-06-02 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 700 29.13 20.4K 3,325,257 D
2025-05-01 WOLTOSZ WALTER S Director / 10% Owner A-Award A Common Stock 786 0.00 3,364,157 D
2025-05-01 WEINER DANIEL L Director A-Award A Common Stock 786 0.00 8,809 D
2025-05-01 Paglia John Kenneth Director A-Award A Common Stock 786 0.00 6,851 D
2025-05-01 LaVange Lisa Director A-Award A Common Stock 786 0.00 8,723 D
2025-05-01 Evans Sharlene Director A-Award A Common Stock 786 0.00 9,435 D
2025-04-01 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 17,400 24.01 417.8K 3,365,971 D
2025-03-03 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 20,000 28.68 573.6K 3,383,371 D
2025-02-03 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 14,421 34.06 491.2K 3,402,584 D
2025-02-03 WEINER DANIEL L Director A-Award A Common Stock 787 0.00 8,023 D
2025-02-03 Paglia John Kenneth Director A-Award A Common Stock 787 0.00 6,065 D
2025-02-03 LaVange Lisa Director A-Award A Common Stock 787 0.00 7,937 D
2025-02-03 Evans Sharlene Director A-Award A Common Stock 787 0.00 8,649 D
2025-01-02 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 19,900 27.88 554.8K 3,422,684 D
2024-12-27 WEINER DANIEL L Director S-Sale D Common Stock 750 28.50 21.4K 7,236 D
2024-12-02 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 20,000 31.76 635.2K 3,442,584 D
2024-12-02 LaVange Lisa Director S-Sale D Common Stock 650 31.88 20.7K 7,150 D
2024-11-01 WOLTOSZ WALTER S Director / 10% Owner A-Award A Common Stock 992 0.00 3,482,584 D
2024-11-01 WEINER DANIEL L Director A-Award A Common Stock 992 0.00 7,986 D
2024-11-01 Paglia John Kenneth Director A-Award A Common Stock 992 0.00 5,278 D
2024-11-01 LaVange Lisa Director A-Award A Common Stock 992 0.00 7,800 D
2024-11-01 Evans Sharlene Director A-Award A Common Stock 992 0.00 7,862 D
2024-10-17 Szot Daniel Officer A-Award A Stock Options (Right to Buy) 7,500 33.29 249.7K 7,500 D
2024-10-17 OCONNOR SHAWN Officer A-Award A Stock Options (Right to Buy) 32,500 33.29 1.08M 32,500 D
2024-10-17 Fiedler-Kelly Jill Officer A-Award A Stock Options (Right to Buy) 7,500 33.29 249.7K 7,500 D
2024-10-17 FREDERICK WILLIAM W Officer A-Award A Stock Options (Right to Buy) 10,000 33.29 332.9K 10,000 D
2024-10-17 DiBella John Anthony II Officer A-Award A Stock Options (Right to Buy) 7,500 33.29 249.7K 7,500 D
2024-10-01 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 20,000 31.26 625.2K 3,481,592 D
2024-09-27 WEINER DANIEL L Director S-Sale D Common Stock 750 31.54 23.7K 6,994 D
2024-09-09 Fiedler-Kelly Jill Officer M-Exempt A Common Stock 2,250 9.71 21.8K 68,867
2024-09-03 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 18,042 35.13 633.8K 3,503,550
2024-09-03 LaVange Lisa Director S-Sale D Common Stock 650 35.95 23.4K 6,808
2024-08-01 WOLTOSZ WALTER S Director / 10% Owner A-Award A Common Stock 735 0.00 3,541,592
2024-08-01 WEINER DANIEL L Director A-Award A Common Stock 735 0.00 7,744
2024-08-01 Paglia John Kenneth Director A-Award A Common Stock 735 0.00 4,286
2024-08-01 LaVange Lisa Director A-Award A Common Stock 735 0.00 7,458
2024-08-01 Evans Sharlene Director A-Award A Common Stock 735 0.00 6,870
2024-07-01 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 15,896 46.48 738.8K 3,544,961
2024-06-28 WEINER DANIEL L Director S-Sale D Common Stock 750 49.32 37.0K 7,009
2024-06-11 RAYMER MICHAEL E Officer 0 0.00 0
2024-06-03 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 15,391 46.00 708.0K 3,565,466
2024-06-03 LaVange Lisa Director S-Sale D Common Stock 650 48.26 31.4K 6,723
2024-05-14 WEINER DANIEL L Director S-Sale D Common Stock 3,000 50.13 150.4K 7,759
2024-05-14 LaVange Lisa Director S-Sale D Common Stock 500 50.00 25.0K 7,373
2024-05-07 WEINER DANIEL L Director M-Exempt A Common Stock 2,000 34.23 68.5K 12,009
2024-05-07 LaVange Lisa Director S-Sale D Common Stock 650 48.30 31.4K 7,873
2024-05-01 WOLTOSZ WALTER S Director / 10% Owner A-Award A Common Stock 662 0.00 3,600,857
2024-05-01 WEINER DANIEL L Director A-Award A Common Stock 662 0.00 10,009
2024-05-01 Paglia John Kenneth Director A-Award A Common Stock 662 0.00 3,551
2024-05-01 LaVange Lisa Director A-Award A Common Stock 662 0.00 8,523
2024-05-01 Evans Sharlene Director A-Award A Common Stock 662 0.00 6,135
2024-04-01 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 590 41.04 24.2K 3,600,195
2024-03-28 Szot Daniel Officer A-Award A Stock Options (Right to Buy) 30,000 41.15 1.23M 30,000
2024-03-01 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 2,400 41.72 100.1K 3,620,195
2024-02-02 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 1,055 37.64 39.7K 3,640,195
2024-02-01 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 18,645 38.01 708.7K 3,641,550
2024-02-01 WEINER DANIEL L Director A-Award A Common Stock 792 0.00 9,347
2024-02-01 Paglia John Kenneth Director A-Award A Common Stock 792 0.00 2,889
2024-02-01 LaVange Lisa Director A-Award A Common Stock 792 0.00 7,861
2024-02-01 Evans Sharlene Director A-Award A Common Stock 792 0.00 5,473
2024-01-04 Paglia John Kenneth Director S-Sale D Common Stock 1,000 43.74 43.7K 2,097
2024-01-02 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 19,536 44.45 868.4K 3,659,867
2024-01-02 Szot Daniel Officer 0 0.00 0
2023-12-22 DiBella John Anthony II Officer M-Exempt A Common Stock 5,411 19.81 107.2K 85,251
2023-12-14 WOLTOSZ WALTER S Director / 10% Owner G-Gift D Common Stock 85,000 0.00 3,679,403
2023-12-05 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 7,050 38.55 271.8K 3,764,403
2023-12-04 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 21,802 38.67 843.1K 3,771,453
2023-12-01 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 25,025 38.70 968.5K 3,799,378
2023-11-08 Paglia John Kenneth Director S-Sale D Common Stock 1,000 35.25 35.3K 3,097
2023-11-02 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 2,720 34.60 94.1K 3,777,911
2023-11-01 WOLTOSZ WALTER S Director / 10% Owner A-Award A Common Stock 851 0.00 3,837,911
2023-11-01 WEINER DANIEL L Director A-Award A Common Stock 851 0.00 8,555
2023-11-01 Paglia John Kenneth Director A-Award A Common Stock 851 0.00 4,097
2023-11-01 LaVange Lisa Director A-Award A Common Stock 851 0.00 7,069
2023-11-01 Evans Sharlene Director A-Award A Common Stock 851 0.00 4,681
2023-10-24 FREDERICK WILLIAM W Officer M-Exempt D Stock Options (Right to Buy) 225 37.89 8.5K 5,400
2023-10-19 OCONNOR SHAWN Officer A-Award A Stock Options (Right to Buy) 50,000 39.98 2.00M 50,000
2023-10-19 Howell Brett Officer A-Award A Stock Options (Right to Buy) 15,000 39.98 599.7K 15,000
2023-10-19 Fiedler-Kelly Jill Officer A-Award A Stock Options (Right to Buy) 15,000 39.98 599.7K 15,000
2023-10-19 FREDERICK WILLIAM W Officer A-Award A Stock Options (Right to Buy) 25,000 39.98 999.5K 25,000
2023-10-19 DiBella John Anthony II Officer A-Award A Stock Options (Right to Buy) 15,000 39.98 599.7K 15,000
2023-10-19 Chang Steven Officer 0 0.00 0
2023-08-01 WOLTOSZ WALTER S Director / 10% Owner A-Award A Common Stock 602 0.00 3,837,060
2023-08-01 WEINER DANIEL L Director A-Award A Common Stock 602 0.00 7,704
2023-08-01 Paglia John Kenneth Director A-Award A Common Stock 602 0.00 3,246
2023-08-01 LaVange Lisa Director A-Award A Common Stock 602 0.00 6,218
2023-08-01 Evans Sharlene Director A-Award A Common Stock 602 0.00 3,830
2023-07-27 LaVange Lisa Director S-Sale D Common Stock 992 49.29 48.9K 5,616
2023-07-13 Paglia John Kenneth Director S-Sale D Common Stock 1,200 46.45 55.7K 2,644
2023-06-29 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 3,754 42.88 161.0K 3,836,458
2023-06-28 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 16,246 43.07 699.7K 3,840,212
2023-06-16 Chang Steven Officer 0 0.00 0
2023-05-30 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 10,044 45.76 459.6K 3,866,414
2023-05-01 WOLTOSZ WALTER S Director / 10% Owner A-Award A Common Stock 719 0.00 3,876,458
2023-05-01 WEINER DANIEL L Director A-Award A Common Stock 719 0.00 7,102
2023-05-01 Paglia John Kenneth Director A-Award A Common Stock 719 0.00 3,844
2023-05-01 LaVange Lisa Director A-Award A Common Stock 719 0.00 6,608
2023-05-01 Evans Sharlene Director A-Award A Common Stock 719 0.00 3,228
2023-04-26 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 2,089 42.14 88.0K 3,875,739
2023-04-03 Fiedler-Kelly Jill Officer M-Exempt A Common Stock 500 6.85 3.4K 66,617
2023-03-29 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 18,162 42.74 776.2K 3,897,577
2023-03-23 DiBella John Anthony II Officer M-Exempt A Common Stock 35,000 6.85 239.8K 79,840
2023-03-03 DiBella John Anthony II Officer M-Exempt D Stock Options (Right to Buy) 12,442 10.05 125.0K 26,206
2023-03-02 FREDERICK WILLIAM W Officer M-Exempt A Common Stock 1,875 37.89 71.0K 1,875
2023-03-02 DiBella John Anthony II Officer S-Sale D Common Stock 16,352 38.34 626.9K 44,840
2023-02-24 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 19,600 38.02 745.2K 3,916,139
2023-02-01 WOLTOSZ WALTER S Director / 10% Owner A-Award A Common Stock 729 0.00 3,935,739
2023-02-01 WEINER DANIEL L Director A-Award A Common Stock 729 0.00 6,383
2023-02-01 Paglia John Kenneth Director A-Award A Common Stock 729 0.00 3,125
2023-02-01 LaVange Lisa Director A-Award A Common Stock 729 0.00 5,889
2023-02-01 Evans Sharlene Director A-Award A Common Stock 729 0.00 2,509
2023-01-30 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 200 40.11 8.0K 3,935,010
2023-01-27 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 87 40.19 3.5K 3,937,268
2022-12-28 WOLTOSZ WALTER S Director S-Sale D Common Stock 18,252 36.10 658.9K 3,956,758
2022-12-12 WOLTOSZ WALTER S Director G-Gift D Common Stock 95,000 0.00 3,975,010
2022-11-28 WOLTOSZ WALTER S Director S-Sale D Common Stock 19,199 39.85 765.1K 4,070,811
2022-11-11 WOLTOSZ WALTER S Director A-Award A Common Stock 703 0.00 4,090,010
2022-11-11 WEINER DANIEL L Director A-Award A Common Stock 703 0.00 5,654
2022-11-11 Paglia John Kenneth Director A-Award A Common Stock 703 0.00 2,396
2022-11-11 LaVange Lisa Director A-Award A Common Stock 703 0.00 5,160
2022-11-11 Evans Sharlene Director A-Award A Common Stock 703 0.00 1,780
2022-10-27 WOLTOSZ WALTER S Director S-Sale D Common Stock 7,054 40.55 286.0K 4,102,253
2022-10-20 OCONNOR SHAWN Officer A-Award A Stock Options (Right to Buy) 50,000 0.00 50,000
2022-10-20 Howell Brett Officer A-Award A Stock Options (Right to Buy) 15,000 0.00 15,000
2022-10-20 Fiedler-Kelly Jill Officer A-Award A Stock Options (Right to Buy) 15,000 0.00 15,000
2022-10-20 FREDERICK WILLIAM W Officer A-Award A Stock Options (Right to Buy) 20,000 0.00 20,000
2022-10-20 DiBella John Anthony II Officer A-Award A Stock Options (Right to Buy) 15,000 0.00 15,000
2022-10-11 WOLTOSZ WALTER S Director / 10% Owner M-Exempt D Stock Options (Right to Buy) 3,600 10.01 36.0K 29,200
2022-10-11 WOLTOSZ VIRGINIA E Director M-Exempt D Stock Options (Right to Buy) 7,200 0.00 22,000
2022-09-28 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 6,754 49.19 332.2K 4,091,153
2022-08-30 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 1,879 60.65 114.0K 4,097,907
2022-08-29 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 6,410 61.06 391.4K 4,111,497
2022-08-29 WOLTOSZ VIRGINIA E Director S-Sale D Common Stock 1,879 60.65 114.0K 4,097,907
2022-08-01 WOLTOSZ WALTER S Director / 10% Owner A-Award A Common Stock 273 0.00 4,117,907
2022-08-01 WOLTOSZ VIRGINIA E Director A-Award A Common Stock 273 0.00 4,117,907
2022-08-01 WEINER DANIEL L Director A-Award A Common Stock 273 0.00 4,951
2022-08-01 Paglia John Kenneth Director A-Award A Common Stock 273 0.00 1,693
2022-08-01 LaVange Lisa Director A-Award A Common Stock 273 0.00 4,457
2022-08-01 Evans Sharlene Director A-Award A Common Stock 273 0.00 1,077
2022-07-27 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 8,105 61.54 498.8K 4,117,634
2022-07-27 WOLTOSZ VIRGINIA E Director S-Sale D Common Stock 8,105 61.54 498.8K 4,117,634
2022-06-29 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 1,963 48.42 95.0K 4,138,210
2022-06-28 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 17,161 47.99 823.6K 4,140,473
2022-06-28 WOLTOSZ VIRGINIA E Director S-Sale D Common Stock 300 48.79 14.6K 4,140,173
2022-05-27 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 7,616 47.33 360.5K 4,170,018
2022-05-27 WOLTOSZ VIRGINIA E Director S-Sale D Common Stock 7,616 47.33 360.5K 4,170,018
2022-05-02 WOLTOSZ WALTER S Director / 10% Owner A-Award A Common Stock 375 0.00 4,177,634
2022-05-02 WOLTOSZ VIRGINIA E Director A-Award A Common Stock 375 0.00 4,177,634
2022-05-02 WEINER DANIEL L Director A-Award A Common Stock 375 0.00 4,678
2022-05-02 Paglia John Kenneth Director A-Award A Common Stock 375 0.00 1,420
2022-05-02 LaVange Lisa Director A-Award A Common Stock 375 0.00 4,184
2022-05-02 Evans Sharlene Director A-Award A Common Stock 375 0.00 804
2022-04-28 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 2,900 46.34 134.4K 4,181,071
2022-04-27 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 10,370 46.49 482.1K 4,186,889
2022-04-27 WOLTOSZ VIRGINIA E Director S-Sale D Common Stock 10,370 46.49 482.1K 4,186,889
2022-03-30 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 1,500 48.85 73.3K 4,200,619
2022-03-29 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 11,347 48.47 550.0K 4,205,912
2022-03-29 WOLTOSZ VIRGINIA E Director S-Sale D Common Stock 3,793 48.77 185.0K 4,202,119
2022-02-25 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 4,051 38.93 157.7K 4,217,259
2022-02-24 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 3,056 37.28 113.9K 4,231,195
2022-01-31 WOLTOSZ WALTER S Director / 10% Owner A-Award A Common Stock 429 0.00 4,237,259
2022-01-31 WEINER DANIEL L Director A-Award A Common Stock 429 0.00 4,303
2022-01-31 Paglia John Kenneth Director A-Award A Common Stock 429 0.00 1,045
2022-01-31 LaVange Lisa Director A-Award A Common Stock 429 0.00 3,809
2022-01-31 Evans Sharlene Director A-Award A Common Stock 429 0.00 429
2022-01-27 WOLTOSZ WALTER S Director / 10% Owner S-Sale D Common Stock 19,335 39.30 759.9K 4,237,495
2022-01-25 Paglia John Kenneth Director S-Sale D Common Stock 600 40.76 24.5K 616

Executive team

Top executives
EBIT / Employee
26.7K
Shares Outstanding
20.21M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Shawn O’Connor Chief Executive Officer 524.7K 567.5K 4.4K 1.10M 51.75%
2 2025 Daniel Szot Former Chief Revenue Officer 260.7K 131.0K 168.3K 559.9K 23.39%
3 2025 Will Frederick Executive Vice President & Chief Financial Officer 344.1K 174.6K 16.0K 534.7K 32.66%
4 2025 John DiBella Chief Revenue Officer 344.1K 131.0K 14.0K 489.0K 26.78%
5 2025 Steven Chang Global Head of Strategic Alliances 336.4K 131.0K 14.9K 482.3K 27.15%
6 2025 Jill Fiedler-Kelly President Services Solutions 320.7K 131.0K 13.5K 465.1K 28.16%
7 2025 Josh Fohey Chief Operating Officer 264.1K 87.3K 6.9K 358.3K 24.37%
8 2024 Shawn O’Connor Chief Executive Officer 511.6K 152.2K 990.0K 3.8K 1.66M 59.72%
9 2024 Will Frederick Chief Financial Officer & Chief Operating Officer 335.4K 161.1K 495.0K 15.8K 1.01M 49.14%
10 2024 Will Frederick Executive Vice President & Chief Financial Officer 335.4K 161.1K 495.0K 15.8K 1.01M 49.14%
11 2024 Daniel Szot Chief Revenue Officer 215.8K 34.0K 572.4K 72.9K 895.1K 63.95%
12 2024 Daniel Szot Former Chief Revenue Officer 215.8K 34.0K 572.4K 72.9K 895.1K 63.95%
13 2024 Dr. Brett Howell Former Business Unit President, QSP Solutions 272.9K 297.0K 286.9K 856.8K 34.66%
14 2024 John DiBella Business Unit President, PBPK and CHEM Solutions 335.4K 16.9K 297.0K 12.3K 661.6K 44.89%
15 2024 John DiBella Chief Revenue Officer 335.4K 16.9K 297.0K 12.3K 661.6K 44.89%
16 2024 Steven Chang Global Head of Strategic Alliances 330.0K 16.5K 297.0K 12.9K 656.4K 45.25%
17 2024 Steven Chang Business Unit President, QSP Solutions 330.0K 16.5K 297.0K 12.9K 656.4K 45.25%
18 2024 Jill Fiedler-Kelly President Services Solutions 312.6K 15.7K 267.5K 13.6K 609.4K 43.89%
19 2023 Shawn O’Connor Chief Executive Officer 487.5K 357.8K 1.09M 2.3K 1.94M 56.36%
20 2023 Will Frederick Executive Vice President & Chief Financial Officer 319.6K 108.8K 437.8K 14.8K 880.9K 49.70%
21 2023 Will Frederick Chief Financial Officer & Chief Operating Officer 319.6K 108.8K 437.8K 14.8K 880.9K 49.70%
22 2023 Will Frederick Chief Financial Officer 319.6K 108.8K 437.8K 14.8K 880.9K 49.70%
23 2023 John DiBella Business Unit President 319.6K 71.4K 328.3K 8.8K 728.1K 45.09%
24 2023 John DiBella Chief Revenue Officer 319.6K 71.4K 328.3K 8.8K 728.1K 45.09%
25 2023 John DiBella Business Unit President, PBPK and CHEM Solutions 319.6K 71.4K 328.3K 8.8K 728.1K 45.09%
26 2023 Jill Fiedler-Kelly President Services Solutions 297.9K 83.1K 328.3K 12.8K 722.1K 45.47%
27 2023 Jill Fiedler-Kelly Business Unit President 297.9K 83.1K 328.3K 12.8K 722.1K 45.47%
28 2023 Dr. Brett Howell Business Unit President 260.0K 51.4K 328.3K 10.3K 650.0K 50.51%
29 2023 Dr. Brett Howell Former Business Unit President, QSP Solutions 260.0K 51.4K 328.3K 10.3K 650.0K 50.51%
30 2023 Steven Chang Business Unit President, QSP Solutions 68.7K 91.1K 74.2K 4.5K 238.6K 31.11%
31 2023 Steven Chang Global Head of Strategic Alliances 68.7K 91.1K 74.2K 4.5K 238.6K 31.11%
32 2022 Shawn O’Connor Chief Executive Officer 450.0K 259.3K 600.2K 33.3K 1.34M 44.70%
33 2022 John DiBella Business Unit President 290.0K 58.8K 131.6K 56.4K 536.8K 24.51%
34 2022 John DiBella President, Simulations Plus Division 290.0K 58.8K 131.6K 56.4K 536.8K 24.51%
35 2022 John DiBella Business Unit President, PBPK and CHEM Solutions 290.0K 58.8K 131.6K 56.4K 536.8K 24.51%
36 2022 Will Frederick Chief Financial Officer & Chief Operating Officer 290.8K 87.1K 114.7K 11.6K 504.3K 22.75%
37 2022 Will Frederick Chief Financial Officer 290.8K 87.1K 114.7K 11.6K 504.3K 22.75%
38 2022 Jill Fiedler-Kelly Business Unit President 266.6K 54.9K 76.5K 10.6K 408.7K 18.72%
39 2022 Jill Fiedler-Kelly President, Cognigen Division 266.6K 54.9K 76.5K 10.6K 408.7K 18.72%
40 2022 Dr. Brett Howell Business Unit President 237.5K 50.1K 76.5K 44.0K 408.1K 18.74%
41 2022 Dr. Brett Howell Former Business Unit President, QSP Solutions 237.5K 50.1K 76.5K 44.0K 408.1K 18.74%
42 2022 Dr. Brett Howell President, DILIsym Division 237.5K 50.1K 76.5K 44.0K 408.1K 18.74%
43 2021 Shawn O’Connor Chief Executive Officer 444.2K 100.0K 528.0K 1.07M 49.25%
44 2021 Will Frederick Chief Financial Officer 196.1K 60.8K 446.6K 49.6K 753.0K 59.31%
45 2021 John DiBella Business Unit President 257.5K 45.6K 212.5K 9.1K 524.6K 40.50%
46 2021 John DiBella President, Simulations Plus Division 257.5K 45.6K 212.5K 9.1K 524.6K 40.50%
47 2021 Dr. Brett Howell Business Unit President 218.1K 22.5K 226.2K 8.7K 475.5K 47.56%
48 2021 Dr. Brett Howell President, DILIsym Division 218.1K 22.5K 226.2K 8.7K 475.5K 47.56%
49 2021 Jill Fiedler-Kelly President, Cognigen Division 220.6K 22.5K 212.5K 8.8K 464.4K 45.76%
50 2021 Jill Fiedler-Kelly Business Unit President 220.6K 22.5K 212.5K 8.8K 464.4K 45.76%
51 2021 John R. Kneisel Former Chief Financial Officer 165.5K 250.5K 416.0K 0.00%
52 2020 Shawn O’Connor Chief Executive Officer 350.0K 156.0K 233.4K 739.4K 31.57%
53 2020 John DiBella President Lancaster Division 248.4K 34.7K 53.5K 9.9K 346.5K 15.44%
54 2020 John DiBella President, Simulations Plus Division 248.4K 34.7K 53.5K 9.9K 346.5K 15.44%
55 2020 Jill Fiedler-Kelly President, Cognigen Division 219.3K 30.7K 53.5K 8.8K 312.2K 17.13%
56 2020 John R. Kneisel Former Chief Financial Officer 214.4K 29.2K 53.5K 8.6K 305.7K 17.50%
57 2020 John R. Kneisel Chief Financial Officer 214.4K 29.2K 53.5K 8.6K 305.7K 17.50%
58 2020 Dr. Brett Howell President, DILIsym Division 191.3K 32.6K 42.8K 7.7K 274.4K 15.60%
59 2019 Shawn O’Connor Chief Executive Officer 325.0K 100.0K 425.0K 0.00%
60 2019 John DiBella President Lancaster Division 230.0K 34.5K 52.2K 9.2K 325.9K 16.01%
61 2019 Thaddeus Grasela President Buffalo Division 250.0K 37.5K 10.0K 297.5K 0.00%
62 2019 John R. Kneisel Chief Financial Officer 204.2K 35.0K 32.6K 8.2K 276.0K 11.81%
63 2018 Shawn O’Connor Chief Executive Officer 54.2K 313.2K 367.4K 85.26%
64 2018 Thaddeus Grasela President Buffalo Division 250.0K 26.0K 10.0K 286.0K 0.00%
65 2018 Michael Bolger Chief Scientist 241.4K 28.5K 9.7K 279.7K 0.00%
66 2018 Walter S. Woltosz Chief Executive Officer 199.0K 36.0K 42.6K 277.6K 15.34%
67 2018 John DiBella President Lancaster Division 229.7K 26.6K 9.2K 265.4K 0.00%
68 2018 John R. Kneisel Chief Financial Officer 193.2K 21.8K 7.7K 222.7K 0.00%
69 2017 John DiBella President Lancaster Division 204.2K 25.6K 118.0K 8.2K 355.9K 33.14%
70 2017 Thaddeus Grasela President Buffalo Division 250.0K 25.0K 28.6K 10.0K 313.6K 9.12%
71 2017 Michael Bolger Chief Scientist 232.2K 26.5K 44.2K 9.3K 312.2K 14.17%
72 2017 John R. Kneisel Chief Financial Officer 179.5K 16.3K 73.7K 7.2K 276.7K 26.65%
73 2017 Walter S. Woltosz Chief Executive Officer 180.0K 36.0K 29.2K 6.3K 251.5K 11.62%
74 2016 Thaddeus Grasela 250.0K 25.0K 10.0K 285.0K 0.00%
75 2016 Thaddeus Grasela President Buffalo Division 250.0K 25.0K 10.0K 285.0K 0.00%
76 2016 Michael Bolger Chief Scientist 218.5K 21.1K 28.8K 8.7K 277.1K 10.38%
77 2016 Walter S. Woltosz Chief Executive Officer 180.0K 36.0K 34.6K 7.2K 257.8K 13.43%
78 2016 John DiBella Vice President of Marketing and Sales 190.5K 20.3K 28.8K 7.6K 247.1K 11.64%
79 2016 John DiBella President Lancaster Division 190.5K 20.3K 28.8K 7.6K 247.1K 11.64%
80 2016 John R. Kneisel Chief Financial Officer 169.5K 11.7K 24.3K 6.8K 212.2K 11.44%
81 2015 Thaddeus Grasela 250.0K 25.0K 1.3K 10.0K 286.3K 0.46%
82 2015 Thaddeus Grasela President Buffalo Division 250.0K 25.0K 1.3K 10.0K 286.3K 0.46%
83 2015 Walter S. Woltosz Chief Executive Officer 180.0K 36.0K 41.4K 9.9K 267.3K 15.49%
84 2015 Michael Bolger Chief Scientist 209.4K 20.6K 9.2K 239.2K 0.00%
85 2015 John DiBella President Lancaster Division 181.3K 19.9K 8.0K 209.2K 0.00%
86 2015 John DiBella Vice President of Marketing and Sales 181.3K 19.9K 8.0K 209.2K 0.00%
87 2015 John R. Kneisel Chief Financial Officer 162.0K 9.9K 5.6K 177.5K 0.00%
88 2015 Momoko A. Beran Former Chief Financial Officer 8.2K 8.2K 0.00%
89 2014 Walter S. Woltosz Chief Executive Officer 300.0K 30.0K 137.3K 12.0K 479.3K 28.64%
90 2014 John DiBella Vice President of Marketing and Sales 169.1K 15.6K 132.2K 7.4K 324.3K 40.78%
91 2014 Michael Bolger Chief Scientist 197.5K 16.1K 45.0K 8.5K 267.1K 16.83%
92 2014 Momoko A. Beran Former Chief Financial Officer 71.9K 17.3K 48.1K 46.6K 184.0K 26.16%
93 2014 John R. Kneisel Chief Financial Officer 120.3K 637.00 48.1K 169.1K 28.47%
94 2013 Walter S. Woltosz Chief Executive Officer 300.0K 30.0K 30.2K 3.0K 363.2K 8.32%
95 2013 Momoko A. Beran Former Chief Financial Officer 184.8K 19.1K 8.2K 212.1K 0.00%
96 2013 Momoko A. Beran Chief Financial Officer 184.8K 19.1K 8.2K 212.1K 0.00%
97 2013 Michael Bolger Chief Scientist 185.5K 18.0K 8.1K 211.6K 0.00%
98 2013 John DiBella Vice President of Marketing and Sales 155.9K 15.7K 6.9K 178.5K 0.00%
99 2013 Robert Clark Director, Life Science 156.8K 10.4K 6.7K 173.8K 0.00%
100 2012 Walter S. Woltosz Chief Executive Officer 300.0K 27.5K 147.6K 475.1K 31.06%
101 2012 Momoko A. Beran Chief Financial Officer 171.8K 18.3K 7.6K 197.7K 0.00%
102 2012 Michael Bolger Chief Scientist 171.8K 17.7K 7.6K 197.0K 0.00%
103 2012 John DiBella Vice President of Marketing and Sales 141.5K 14.4K 6.2K 162.1K 0.00%
104 2012 Robert Clark Director, Life Science 147.5K 5.9K 6.1K 159.6K 0.00%
105 2011 Walter S. Woltosz Chief Executive Officer 275.0K 25.0K 33.0K 333.0K 9.91%
106 2011 Momoko A. Beran Chief Financial Officer 160.0K 14.6K 7.0K 181.6K 0.00%
107 2011 Michael Bolger Chief Scientist 160.0K 14.1K 7.0K 181.0K 0.00%
108 2011 Robert Clark Director, Life Science 139.2K 5.3K 5.8K 150.3K 0.00%
109 2011 John DiBella Vice President of Marketing and Sales 129.0K 11.1K 5.6K 145.7K 0.00%
110 2011 Jeffrey A. Dahlen President, Words+, Inc., subsidiary 102.2K 1.5K 4.1K 107.8K 0.00%
111 2010 Walter S. Woltosz Chief Executive Officer 275.0K 188.3K 463.3K 40.64%
112 2010 Momoko A. Beran Chief Financial Officer 143.1K 12.5K 5.7K 161.3K 0.00%
113 2010 Jeffrey A. Dahlen President, Words+, Inc., subsidiary 101.3K 625.00 4.1K 105.9K 0.00%
114 2010 Ronald F. Creeley Vice President, Sales and Marketing 26.4K 1.1K 27.5K 0.00%
115 2009 Walter Woltosz Chief Executive Officer 250.0K 250.0K 0.00%
116 2009 Walter S. Woltosz Chief Executive Officer 250.0K 250.0K 0.00%
117 2009 Momoko A. Beran Chief Financial Officer 135.0K 15.1K 6.2K 5.4K 161.7K 3.83%
118 2009 Momoko Beran Chief Financial Officer 135.0K 15.1K 6.2K 5.4K 161.7K 3.83%
119 2009 Ronald Creeley Vice President Marketing & Sales 122.0K 3.4K 2.4K 4.9K 132.7K 1.79%
120 2009 Ronald F. Creeley Vice President, Sales and Marketing 122.0K 3.4K 2.4K 4.9K 132.7K 1.79%
121 2009 Jeffrey A. Dahlen President, Words+, Inc 100.0K 1.1K 2.3K 4.0K 107.5K 2.16%
122 2009 Jeffrey A. Dahlen President, Words+, Inc., subsidiary 100.0K 1.1K 2.3K 4.0K 107.5K 2.16%
123 2008 Walter S. Woltosz Chief Executive Officer 250.0K 250.0K 0.00%
124 2008 Walter Woltosz Chief Executive Officer 250.0K 250.0K 0.00%
125 2008 Momoko A. Beran Chief Financial Officer 125.0K 14.3K 22.7K 5.0K 162.0K 14.03%
126 2008 Momoko Beran Chief Financial Officer 125.0K 14.3K 22.7K 5.0K 162.0K 14.03%
127 2008 Ronald Creeley Vice President Marketing & Sales 120.8K 6.3K 15.2K 4.8K 147.2K 10.34%
128 2008 Ronald F. Creeley Vice President, Sales and Marketing 120.8K 6.3K 15.2K 4.8K 147.2K 10.34%
129 2008 Jeffrey A. Dahlen President, Words+, Inc 100.0K 1.7K 15.2K 4.0K 120.9K 12.59%
130 2008 Jeffrey A. Dahlen President, Words+, Inc. 100.0K 1.7K 15.2K 4.0K 120.9K 12.59%
131 2007 Walter Woltosz Chief Executive Officer 172.0K 146.0K 2.3K 320.6K 0.00%
132 2007 Walter S. Woltosz Chief Executive Officer 172.0K 146.3K 2.3K 320.6K 0.00%
133 2007 Momoko A. Beran Chief Financial Officer 120.0K 6.6K 4.8K 131.4K 0.00%
134 2007 Momoko Beran Chief Financial Officer 120.0K 6.6K 4.8K 131.4K 0.00%
135 2007 Ronald Creeley Vice President Marketing & Sales 121.0K 4.5K 4.8K 129.3K 0.00%
136 2007 Ronald F. Creeley Vice President, Sales and Marketing 120.0K 4.5K 4.8K 129.3K 0.00%
137 2007 Jeffrey A. Dahlen President, Words+, Inc. 96.0K 1.7K 3.8K 101.6K 0.00%
138 2007 Jeffrey A. Dahlen President, Words+, Inc 96.0K 1.7K 3.8K 101.6K 0.00%
139 2006 Walter S. Woltosz Chief Executive Officer 172.0K 49.9K 2.6K 236.9K 0.00%
140 2006 Momoko A. Beran Chief Financial Officer 100.0K 3.3K 4.4K 107.7K 0.00%
141 2006 Ronald F. Creeley Vice President, Sales and Marketing 100.0K 2.5K 4.4K 106.8K 0.00%
142 2004 Walter S. Woltosz President and Chief Executive Officer 203.8K 203.8K 0.00%
143 2004 Momoko A. Beran Chief Financial Officer 113.7K 113.7K 0.00%
144 2004 Ronald F. Creeley Vice President, Sales and Marketing 110.3K 110.3K 0.00%
145 2003 Walter S. Woltosz President and Chief Executive Officer 429.1K 429.1K 0.00%
146 2003 Ronald F. Creeley Vice President, Sales and Marketing 143.2K 143.2K 0.00%
147 2003 Momoko A. Beran Chief Financial Officer 141.3K 141.3K 0.00%
148 2002 Walter S. Woltosz President and Chief Executive Officer 180.5K 180.5K 0.00%
149 2002 Ronald F. Creeley Vice President, Sales and Marketing 120.3K 120.3K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-02-04 DEFA14A
2025-12-29 DEFA14A
2025-12-29 DEF 14A
2024-12-23 DEFA14A
2024-12-23 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-13 4
2026-05-05 4
2026-05-05 4
2026-05-01 4
2026-05-01 4
2026-05-01 4
2026-05-01 4
2026-04-16 4
2026-04-10 10-Q
2026-04-09 8-K

Executive team

NameTitleCompensationGender
Shawn O'Connor Chief Executive Officer 529.1K male
William Frederick CFO, Executive VP & Corporate Secretary 360.1K male
John Anthony DiBella Chief Revenue Officer 358.0K male
Steven Chang Global Head of Strategic Alliances 351.3K male
Jill Fiedler-Kelly President of Services Solutions 334.1K female
Josh Fohey Chief Operating Officer 271.0K male
Bud Nelson Vice President of Corporate Counsel & Personal Data Protection Officer
Jennifer Presnell Accounting Manager female
Viera Lukacova Chief Science Officer female
Christina Hendrickson Senior Director of Corporate Marketing female
ESG Rating
B
MEDICAL - HEALTHCARE INFORMATION SERVICES
2011
E (Environmental)
73.8 / 63.0
Company / Sector avg.
S (Social)
53.1 / 69.8
Company / Sector avg.
G (Governance)
51.9 / 68.0
Company / Sector avg.
ESG Total
59.6 / 66.9
Company / Sector avg.
ESG Score History MEDICAL - HEALTHCARE INFORMATION SERVICES
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