Sanara MedTech Inc. (SMTI)
Fort Worth, TX, US
Sanara MedTech Inc. is a Fort Worth, Texas-based company established in 2001, dedicated to the development, marketing, and distribution of advanced wound and skin care products. These solutions are provided to a diverse clientele within the United States healthcare sector, including physicians, hospitals, clinics, and post-acute care facilities. The company's extensive product portfolio includes CellerateRX, a line of Surgical Activated Collagen in both powder and gel forms, designed to enhance patient healing across various surgical specialties. Sanara MedTech also offers a suite of Biako's antimicrobial products: a patented Skin and Wound Cleanser engineered to dismantle mature biofilm microbes by disrupting their extracellular polymeric substances, an Antimicrobial Wound Gel effective against both planktonic and biofilm-forming microbes, and an Antimicrobial Skin and Wound Irrigation Solution. Another key offering is HYCOL, a hydrolyzed Type I bovine collagen available as powder and gel, specifically formulated for the management of both full and partial thickness wounds, encompassing conditions such as pressure ulcers, venous and arterial leg ulcers, and diabetic foot ulcers. Additionally, Sanara MedTech is involved in the development of sophisticated biologic devices like FORTIFY TRG, a freeze-dried, multi-layer sheet derived from small intestinal submucosa extracellular matrix, and FORTIFY FLOWABLE extracellular matrix, an innovative wound care solution. The company also provides VIM Amnion Matrix, a single-layer amnion tissue sheet. Initially incorporated as WNDM Medical Inc., the company underwent a name change to Sanara MedTech Inc. in May 2019.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.07% | -5.36% | +9.01% | -7.26% | -14.64% | -22.83% | -47.57% | -56.10% | -23.61% | +200.33% | -93.99% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 2 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
32.00
+31.0%
|
| Last Quarter | 1 |
32.00
+31.0%
|
| Last Year | 2 |
43.00
+76.0%
|
| All Time | 3 |
43.33
+77.4%
|
-
Revenue growth Medical - Instruments & Supplies: +7.9%+19.0% ★ Q1'26: +18.6% (vs Q1'25)
-
EPS growth Medical - Instruments & Supplies: +16.3%-282.5% Q1'26: +109.8% (vs Q1'25)
-
FCF margin FCF growth · Medical - Instruments & Supplies: +27.1%-1.4% Q1'26: -9.0% (vs Q1'25)
-
EBIT margin Medical - Instruments & Supplies: +13.5%+8.9% Q1'26: +0.0% (vs Q1'25)
-
ROIC Medical - Instruments & Supplies: +6.0%+24.4% ★ Q1'26: +0.0% (vs Q1'25)
-
Share dilution Medical - Instruments & Supplies: +0.1%+1.6% Q1'26: +4.9% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Instruments & Supplies: -0.24×4.08× Q1'26: 3.74× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|
| Revenue |
24.14M
est: 23.30M (+3.6%)
|
45.84M
est: 45.30M (+1.2%)
|
64.99M
est: 62.63M (+3.8%)
|
86.67M
est: 86.18M (+0.6%)
|
103.12M
est: 102.97M (+0.1%)
|
117.30M
116.88M – 117.72M
+13.9% YoY
|
131.40M
130.93M – 131.87M
+12.0% YoY
|
| EBITDA |
-7.22M
est: -3.93M (-83.8%)
|
-11.57M
est: -7.64M (-51.4%)
|
-289.1K
est: -10.56M (+97.3%)
|
-1.86M
est: 39.20M (-104.7%)
|
11.81M
est: 46.84M (-74.8%)
|
53.36M
53.17M – 53.55M
+13.9% YoY
|
59.77M
59.56M – 59.98M
+12.0% YoY
|
| EBIT |
-7.99M
est: -4.93M (-62.0%)
|
-13.94M
est: -9.59M (-45.3%)
|
-3.96M
est: -13.26M (+70.1%)
|
-6.78M
est: 37.29M (-118.2%)
|
9.15M
est: 44.55M (-79.5%)
|
50.75M
50.57M – 50.93M
+13.9% YoY
|
56.85M
56.65M – 57.05M
+12.0% YoY
|
| Net Income |
-7.92M
est: -7.38M (-7.3%)
|
-7.94M
est: -10.77M (+26.3%)
|
-4.30M
est: -5.43M (+20.8%)
|
-9.66M
est: -9.49M (-1.9%)
|
-37.56M
est: 1.72M (-2,278.0%)
|
991.6K
987.1K – 996.2K
-42.5% YoY
|
4.40M
4.38M – 4.42M
+343.5% YoY
|
| SGA |
28.05M
est: 23.87M (+17.5%)
|
45.98M
est: 46.42M (-0.9%)
|
56.99M
est: 64.17M (-11.2%)
|
76.56M
est: 80.81M (-5.3%)
|
78.72M
est: 96.56M (-18.5%)
|
109.99M
109.60M – 110.38M
+13.9% YoY
|
123.21M
122.78M – 123.65M
+12.0% YoY
|
| EPS |
-1.08
est: -0.87 (-24.1%)
|
-1.00
est: -1.27 (+21.3%)
|
-0.52
est: -0.64 (+18.8%)
|
-1.14
est: -1.10 (-3.6%)
|
-4.36
est: 0.20 (-2,280.0%)
|
0.12
0.11 – 0.12
-42.5% YoY
|
0.51
0.51 – 0.51
+343.5% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | STUCKERT JAMES W | 76.09M | 32.15% | 71.16M | 4.93M | 71.16M | 10.00 | IN | OR PLACE OF ORGANIZATION | 2019-02-14 | ↗ |
| 2 | HOWELL S ODEN JR | 42.09M | 17.80% | 42.09M | — | 42.09M | 10.00 | IN | OR PLACE OF ORGANIZATION | 2019-02-26 | ↗ |
| 3 | Brad Gurasich | 16.96M | 6.70% | — | 16.96M | — | 16.96M | IN | United States | 2019-02-01 | ↗ |
| 4 | CGI Cellerate RX, LLC | 16.96M | 6.70% | — | 16.96M | — | 16.96M | OO | Texas | 2019-02-01 | ↗ |
| 5 | Catalyst Rochal, LLC | 16.96M | 6.70% | — | 16.96M | — | 16.96M | OO | Texas | 2019-02-01 | ↗ |
| 6 | Ron Nixon | 16.96M | 6.70% | — | 16.96M | — | 16.96M | IN | United States | 2019-02-01 | ↗ |
| 7 | Inter-Mountain Capital I Corp. (36-4075407) | 5.64M | 8.90% | 5.64M | — | 5.64M | — | CO | Utah | 2012-02-07 | ↗ |
| 8 | JFV Holdings, Inc. (36-4426825) | 5.64M | 8.90% | 5.64M | — | 5.64M | — | CO | Illinois | 2012-02-07 | ↗ |
| 9 | John M. Fife | 5.64M | 8.90% | 5.64M | — | 5.64M | — | IN | United States of America | 2012-02-07 | ↗ |
| 10 | Tonaquint, Inc. (87-0285597) | 5.64M | 8.90% | 5.64M | — | 5.64M | — | CO | Utah | 2012-02-07 | ↗ |
| 11 | Utah Resources International, Inc. (87-0273519) | 5.64M | 8.90% | 5.64M | — | 5.64M | — | CO | Utah | 2012-02-07 | ↗ |
| 12 | 26-0147159 | 3.47M | 9.99% | 2.64M | — | 3.47M | — | IA | United States | 2010-07-12 | ↗ |
| 13 | James W. Stuckert | 941.6K | 26.37% | 941.6K | — | 941.6K | 10.00 | IN | OR PLACE OF ORGANIZATION | 2019-11-18 | ↗ |
| 14 | Tall Pines Capital, LLC | 512.9K | 6.00% | — | 512.9K | — | — | IA | United States | 2024-10-08 | ↗ |
| 15 | Howell S. Oden Jr. | 481.2K | 13.47% | 481.2K | — | 481.2K | 10.00 | IN | OR PLACE OF ORGANIZATION | 2019-11-18 | ↗ |
| 16 | Stonebridge Wealth Management, LLC | 100.1K | 1.20% | — | 100.1K | — | — | IA | United States | 2024-10-08 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BAIRD FINANCIAL GROUP, INC. | 760.3K +760.3K (+100.0%) | 17.75M +17.8M (+100.0%) | 8.79% +8.793 pp | 0.03% +0.028 pp | USD23.35 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 213.9K -21.4K (-9.1%) | 4.99M -2.5M (-33.1%) | 2.47% -0.258 pp | 0.00% +0.000 pp | USD30.09 -22.4% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 183.1K +1.1K (+0.6%) | 4.28M -1.5M (-26.0%) | 2.12% +0.005 pp | 0.00% +0.000 pp | USD38.82 -39.9% | 21 qtrs — |
| 4 | STONEBRIDGE WEALTH MANAGEMENT, LLC | 134.9K +20.4K (+17.8%) | 3.15M -484.9K (-13.3%) | 1.56% +0.230 pp | 2.98% -0.143 pp | USD27.63 -15.5% | 3 qtrs — |
| 5 | ROYAL BANK OF CANADA | 117.6K +65.9K (+127.3%) | 2.75M +1.1M (+67.3%) | 1.36% +0.760 pp | 0.00% +0.000 pp | USD27.15 -14.0% | 11 qtrs — |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 79.0K +546.0 (+0.7%) | 1.85M -645.2K (-25.9%) | 0.91% +0.003 pp | 0.00% +0.000 pp | USD36.26 -35.6% | 20 qtrs — |
| 7 | STATE STREET CORP | 62.3K +690.0 (+1.1%) | 1.45M -500.1K (-25.6%) | 0.72% +0.005 pp | 0.00% +0.000 pp | USD37.15 -37.1% | 19 qtrs — |
| 8 | SQUAREPOINT OPS LLC | 49.0K +17.6K (+56.0%) | 1.14M +147.3K (+14.8%) | 0.57% +0.202 pp | 0.00% +0.000 pp | USD28.55 -18.2% | 6 qtrs — |
| 9 | MARSHALL WACE, LLP | 48.6K -17.5K (-26.4%) | 1.14M -961.4K (-45.9%) | 0.56% -0.205 pp | 0.00% -0.001 pp | USD30.36 -23.1% | 5 qtrs — |
| 10 | RENAISSANCE TECHNOLOGIES LLC | 37.6K -4.1K (-9.8%) | 878.0K -445.1K (-33.6%) | 0.43% -0.049 pp | 0.00% 0.000 pp | USD32.85 -28.9% | 10 qtrs — |
| 11 | NORTHERN TRUST CORP | 32.1K -1.8K (-5.2%) | 748.7K -325.0K (-30.3%) | 0.37% -0.022 pp | 0.00% +0.000 pp | USD38.35 -39.1% | 13 qtrs — |
| 12 | MORGAN STANLEY | 28.2K +10.2K (+56.7%) | 659.1K +87.4K (+15.3%) | 0.33% +0.117 pp | 0.00% +0.000 pp | USD29.71 -21.4% | 19 qtrs — |
| 13 | JANNEY MONTGOMERY SCOTT LLC | 17.5K -2.5K (-12.5%) | 409.0K -227.0K (-35.7%) | 0.20% -0.030 pp | 0.00% -0.001 pp | USD30.38 -23.1% | 11 qtrs — |
| 14 | HSBC HOLDINGS PLC | 15.4K -464.0 (-2.9%) | 364.5K -132.0K (-26.6%) | 0.18% -0.006 pp | 0.00% 0.000 pp | USD28.91 -19.2% | 3 qtrs — |
| 15 | JANE STREET GROUP, LLC | 15.2K +15.2K (+100.0%) | 355.3K +355.3K (+100.0%) | 0.18% +0.176 pp | 0.00% +0.000 pp | USD23.35 +0.0% | 1 qtrs NEW |
| 16 | D. E. SHAW & CO., INC. | 14.3K +14.3K (+100.0%) | 334.0K +334.0K (+100.0%) | 0.17% +0.165 pp | 0.00% +0.000 pp | USD23.35 +0.0% | 1 qtrs NEW |
| 17 | DIMENSIONAL FUND ADVISORS LP | 13.2K -11.3K (-46.2%) | 307.1K -468.9K (-60.4%) | 0.15% -0.132 pp | 0.00% 0.000 pp | USD30.96 -24.6% | 6 qtrs — |
| 18 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 12.8K +12.8K (+100.0%) | 298.7K +298.7K (+100.0%) | 0.15% +0.148 pp | 0.00% +0.001 pp | USD23.35 +0.0% | 1 qtrs NEW |
| 19 | SALEM INVESTMENT COUNSELORS INC | 10.9K +2.2K (+25.0%) | 254.4K -22.1K (-8.0%) | 0.13% +0.025 pp | 0.01% -0.001 pp | USD31.58 -26.1% | 20 qtrs — |
| 20 | NEWEDGE ADVISORS, LLC | 10.4K +10.4K (+100.0%) | 242.6K +242.6K (+100.0%) | 0.12% +0.120 pp | 0.00% +0.001 pp | USD23.35 +0.0% | 1 qtrs NEW |
| 21 | CITADEL ADVISORS LLC | 10.1K -8.9K (-46.7%) | 237.0K -367.6K (-60.8%) | 0.12% -0.104 pp | 0.00% 0.000 pp | USD29.78 -21.6% | 15 qtrs — |
| 22 | UBS GROUP AG | 9.6K +5.8K (+157.0%) | 223.0K +105.1K (+89.1%) | 0.11% +0.067 pp | 0.00% +0.000 pp | USD26.79 -12.8% | 18 qtrs — |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 9.2K +— (+0.0%) | 215.3K -77.3K (-26.4%) | 0.11% 0.000 pp | 0.00% +0.000 pp | USD38.91 -40.0% | 11 qtrs — |
| 24 | PRICE T ROWE ASSOCIATES INC /MD/ | 8.7K +2.1K (+31.8%) | 204.0K -6.0K (-2.9%) | 0.10% +0.024 pp | 0.00% +0.000 pp | USD29.71 -21.4% | 2 qtrs — |
| 25 | JPMORGAN CHASE & CO | 7.0K -4.1K (-36.6%) | 163.6K -187.2K (-53.4%) | 0.08% -0.047 pp | 0.00% +0.000 pp | USD33.19 -29.6% | 12 qtrs — |
| 26 | BARCLAYS PLC | 6.3K +575.0 (+10.0%) | 147.2K -26.1K (-15.0%) | 0.07% +0.006 pp | 0.00% +0.000 pp | USD29.94 -22.0% | 11 qtrs — |
| 27 | BNP PARIBAS ARBITRAGE, SNC | 4.3K +2.8K (+189.2%) | 101.5K +53.8K (+112.8%) | 0.05% +0.033 pp | 0.00% +0.000 pp | USD26.28 -11.1% | 5 qtrs — |
| 28 | DEUTSCHE BANK AG\ | 4.0K +2.5K (+171.1%) | 93.1K +46.4K (+99.5%) | 0.05% +0.029 pp | 0.00% +0.000 pp | USD28.63 -18.4% | 11 qtrs — |
| 29 | BANK OF AMERICA CORP /DE/ | 3.7K +535.0 (+16.8%) | 86.8K -14.2K (-14.0%) | 0.04% +0.006 pp | 0.00% +0.000 pp | USD32.57 -28.3% | 17 qtrs — |
| 30 | WELLS FARGO & COMPANY/MN | 3.3K +1.5K (+78.1%) | 77.6K +18.4K (+31.1%) | 0.04% +0.017 pp | 0.00% +0.000 pp | USD30.30 -22.9% | 14 qtrs — |
| 31 | NEW YORK STATE COMMON RETIREMENT FUND | 2.4K +— (+0.0%) | 56.8K -20.4K (-26.4%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD36.00 -35.1% | 18 qtrs — |
| 32 | RHUMBLINE ADVISERS | 2.2K -919.0 (-29.4%) | 51.6K -47.7K (-48.0%) | 0.03% -0.011 pp | 0.00% +0.000 pp | USD37.84 -38.3% | 11 qtrs — |
| 33 | FMR LLC | 1.6K +1.4K (+510.5%) | 38.1K +29.6K (+349.3%) | 0.02% +0.016 pp | 0.00% +0.000 pp | USD24.37 -4.2% | 10 qtrs — |
| 34 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 1.4K +44.0 (+3.1%) | 33.8K -10.7K (-24.1%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD27.96 -16.5% | 7 qtrs — |
| 35 | ACADIAN ASSET MANAGEMENT LLC | 1.3K +1.3K (+100.0%) | 29.0K +29.0K (+100.0%) | 0.01% +0.015 pp | 0.00% +0.000 pp | USD23.35 +0.0% | 1 qtrs NEW |
| 36 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 783.00 +— (+0.0%) | 18.3K -6.6K (-26.4%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD30.87 -24.4% | 4 qtrs — |
| 37 | TOWER RESEARCH CAPITAL LLC (TRC) | 619.00 +252.0 (+68.7%) | 14.5K +2.8K (+24.1%) | 0.01% +0.003 pp | 0.00% +0.000 pp | USD26.80 -12.9% | 21 qtrs — |
| 38 | CITIGROUP INC | 412.00 +259.0 (+169.3%) | 9.6K +4.8K (+98.1%) | 0.00% +0.003 pp | 0.00% +0.000 pp | USD26.68 -12.5% | 14 qtrs — |
| 39 | LEGAL & GENERAL GROUP PLC | 344.00 +— (+0.0%) | 8.0K -2.9K (-26.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD40.10 -41.8% | 11 qtrs — |
| 40 | AMERITAS INVESTMENT PARTNERS, INC. | 313.00 +— (+0.0%) | 7.3K -2.6K (-26.4%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD40.10 -41.8% | 11 qtrs — |
| 41 | RUSSELL INVESTMENTS GROUP, LTD. | 265.00 +13.0 (+5.2%) | 6.2K -1.8K (-22.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD31.31 -25.4% | 2 qtrs — |
| 42 | ADVISOR GROUP HOLDINGS, INC. | 193.00 +— (+0.0%) | 4.5K -1.9K (-29.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD36.36 -35.8% | 21 qtrs — |
| 43 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 187.00 -103.0 (-35.5%) | 4.4K -4.8K (-52.6%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD40.06 -41.7% | 11 qtrs — |
| 44 | CWM, LLC | 155.00 +70.0 (+82.4%) | 4.0K +1.0K (+33.3%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD27.97 -16.5% | 5 qtrs — |
| 45 | AMALGAMATED BANK | 95.00 -33.0 (-25.8%) | 2.0K -2.0K (-50.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD40.08 -41.7% | 11 qtrs — |
| 46 | OPTIVER HOLDING B.V. | 62.00 +— (+0.0%) | 1.4K -519.0 (-26.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD31.73 -26.4% | 2 qtrs — |
| 47 | STERLING CAPITAL MANAGEMENT LLC | 20.00 +13.0 (+185.7%) | 467.00 +245.0 (+110.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD25.25 -7.5% | 6 qtrs — |
| 48 | ALLWORTH FINANCIAL LP | 5.00 +5.0 (+100.0%) | 117.00 +117.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD23.20 +0.6% | 1 qtrs NEW |
| 49 | IFP ADVISORS, INC | 2.00 +— (+0.0%) | 47.00 -16.0 (-25.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD31.50 -25.9% | 2 qtrs — |
| 50 | TRUE WEALTH DESIGN, LLC | 1.00 +1.0 (+100.0%) | 24.00 +24.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD23.00 +1.5% | 4 qtrs — |
| 51 | MAI CAPITAL MANAGEMENT | 1.00 +1.0 (+100.0%) | 24.00 +24.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD23.00 +1.5% | 1 qtrs NEW |
| 52 | EVERSOURCE WEALTH ADVISORS, LLC | 1.00 -15.0 (-93.8%) | 23.00 -485.0 (-95.5%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD31.00 -24.7% | 5 qtrs — |
| 53 | GAMMA INVESTING LLC | — -11.0 (-100.0%) | — -349.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 5 qtrs SOLD |
| 54 | NUVEEN, LLC | — -20.8K (-100.0%) | — -658.5K (-100.0%) | 0.00% -0.241 pp | 0.00% 0.000 pp | USD— | 4 qtrs SOLD |
| 55 | SBI SECURITIES CO., LTD. | — -2.0 (-100.0%) | — -63.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 56 | BANK OF NEW YORK MELLON CORP | — -13.0K (-100.0%) | — -413.7K (-100.0%) | 0.00% -0.151 pp | 0.00% 0.000 pp | USD— | 11 qtrs SOLD |
| 57 | SRS CAPITAL ADVISORS, INC. | — -1.0 (-100.0%) | — -31.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 58 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | — -7.1K (-100.0%) | — -220.5K (-100.0%) | 0.00% -0.082 pp | 0.00% 0.000 pp | USD— | 6 qtrs SOLD |
| 59 | PNC FINANCIAL SERVICES GROUP, INC. | — -8.0 (-100.0%) | — -254.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 5 qtrs SOLD |
| 60 | STEPHENS INC /AR/ | — -12.8K (-100.0%) | — -406.0K (-100.0%) | 0.00% -0.149 pp | 0.00% -0.005 pp | USD— | 12 qtrs SOLD |
| 61 | SUNBELT SECURITIES, INC. | — -2.0 (-100.0%) | — -63.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 62 | GOLDMAN SACHS GROUP INC | — -9.6K (-100.0%) | — -305.3K (-100.0%) | 0.00% -0.112 pp | 0.00% +0.000 pp | USD— | 5 qtrs SOLD |
| 63 | WEALTHSPIRE ADVISORS, LLC | — -6.1K (-100.0%) | — -193.8K (-100.0%) | 0.00% -0.071 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Micro-Cap ETF IWC | 0.02% | 267.5K | 0.60% |
| 2 | Invesco Russell 2000 Dynamic Multifactor ETF OMFS | 0.01% | 20.5K | 0.39% |
| 3 | iShares Russell 2000 Growth ETF IWO | 0.01% | 756.3K | 0.24% |
| 4 | Franklin U.S. Small Cap Multifactor Index ETF FLQS | 0.00% | 2.5K | 0.35% |
| 5 | Vanguard Russell 2000 Growth ETF VTWG | 0.00% | 66.7K | 0.06% |
| 6 | Avantis U.S. Small Cap Equity ETF AVSC | 0.00% | 102.1K | 0.25% |
| 7 | Xtrackers Russell 2000 UCITS ETF 1C XRSU.L | 0.00% | 92.4K | 0.30% |
| 8 | State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L | 0.00% | 149.5K | 0.30% |
| 9 | Global X - Russell 2000 ETF RSSL | 0.00% | 37.5K | 0.08% |
| 10 | Invesco Russell 2000 UCITS ETF RTYS.L | 0.00% | 8.0K | 0.25% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | Waldrop Jacob A. | Officer | F-InKind | D | Common Stock | 378 | 20.01 | 7.6K | 24,377 | D | ↗ |
| 2026-03-22 | Yon Seth D | Director / Officer | A-Award | D | Common Stock | 25,430 | 0.00 | — | 113,398 | D | ↗ |
| 2026-03-22 | Waldrop Jacob A. | Officer | A-Award | D | Common Stock | 13,956 | 0.00 | — | 24,755 | D | ↗ |
| 2026-03-22 | Taylor Elizabeth B | Officer | A-Award | D | Common Stock | 12,687 | 0.00 | — | 17,632 | D | ↗ |
| 2026-03-22 | Mackey Ashley M | Officer | A-Award | A | Common Stock | 2,804 | 0.00 | — | 4,967 | D | ↗ |
| 2026-03-07 | Yon Seth D | Director / Officer | F-InKind | D | Common Stock | 596 | 18.87 | 11.2K | 87,968 | D | ↗ |
| 2026-03-01 | Yon Seth D | Director / Officer | F-InKind | D | Common Stock | 414 | 20.44 | 8.5K | 88,564 | D | ↗ |
| 2026-02-25 | Yon Seth D | Director / Officer | F-InKind | D | Common Stock | 873 | 19.90 | 17.4K | 88,978 | D | ↗ |
| 2026-02-25 | Waldrop Jacob A. | Officer | F-InKind | D | Common Stock | 714 | 19.90 | 14.2K | 10,799 | D | ↗ |
| 2026-02-25 | Taylor Elizabeth B | Officer | F-InKind | D | Common Stock | 437 | 19.90 | 8.7K | 4,945 | D | ↗ |
| 2026-02-25 | Mackey Ashley M | Officer | F-InKind | D | Common Stock | 149 | 19.90 | 3.0K | 2,263 | D | ↗ |
| 2025-09-15 | Yon Seth D | Officer | A-Award | A | Common Stock | 28,563 | 0.00 | — | 89,851 | D | ↗ |
| 2025-08-29 | Mackey Ashley M | Officer | — | — | Common Stock | 0 | 0.00 | — | 2,412 | D | ↗ |
| 2025-08-19 | McNeil Michael D. | Officer | F-InKind | D | Common Stock | 2,324 | 30.86 | 71.7K | 28,587 | D | ↗ |
| 2025-05-22 | TANZBERGER ERIC D | Director | A-Award | A | Common Stock | 3,590 | 0.00 | — | 17,658 | D | ↗ |
| 2025-05-22 | Salamone Ann Beal | Director | A-Award | A | Common Stock | 2,809 | 0.00 | — | 22,704 | D | ↗ |
| 2025-05-22 | Ortwein Sara N | Director | A-Award | A | Common Stock | 3,277 | 0.00 | — | 20,799 | D | ↗ |
| 2025-05-22 | Myers Keith G | Director | A-Award | A | Common Stock | 2,965 | 0.00 | — | 4,940 | D | ↗ |
| 2025-05-22 | Major Eric D | Director | A-Award | A | Common Stock | 3,277 | 0.00 | — | 9,386 | D | ↗ |
| 2025-05-22 | Mack Roszell III | Director | A-Award | A | Common Stock | 3,433 | 0.00 | — | 16,534 | D | ↗ |
| 2025-05-22 | DeSutter Robert Andrew | Director | A-Award | A | Common Stock | 3,746 | 0.00 | — | 23,201 | D | ↗ |
| 2025-05-15 | Yon Seth D | Officer | F-InKind | D | Common Stock | 4,929 | 30.88 | 152.2K | 61,288 | D | ↗ |
| 2025-04-15 | Waldrop Jacob A. | Officer | F-InKind | D | Common Stock | 378 | 29.38 | 11.1K | 11,513 | D | ↗ |
| 2025-04-07 | Yon Seth D | Officer | — | — | Common Stock | 0 | 0.00 | — | 66,217 | D | ↗ |
| 2025-04-07 | Muppalla Suresh V | Officer | — | — | Common Stock | 0 | 0.00 | — | 2,973 | D | ↗ |
| 2025-03-19 | McNeil Michael D. | Officer | A-Award | A | Common Stock | 1,486 | 0.00 | — | 32,521 | D | ↗ |
| 2025-02-25 | Waldrop Jacob A. | Officer | A-Award | A | Common Stock | 8,790 | 0.00 | — | 11,891 | D | ↗ |
| 2025-02-25 | Taylor Elizabeth B | Officer | A-Award | A | Common Stock | 5,382 | 0.00 | — | 5,382 | D | ↗ |
| 2025-02-25 | Nixon Ronald T | Director / Officer / 10% Owner | A-Award | A | Common Stock | 7,534 | 0.00 | — | 64,042 | D | ↗ |
| 2025-02-25 | McNeil Michael D. | Officer | A-Award | A | Common Stock | 5,037 | 0.00 | — | 31,035 | D | ↗ |
| 2025-01-15 | Taylor Elizabeth B | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-11-11 | Myers Keith G | Director | A-Award | A | Common Stock | 1,975 | 0.00 | — | 1,975 | D | ↗ |
| 2024-10-04 | Myers Keith G | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-06-12 | TANZBERGER ERIC D | Director | A-Award | A | Common Stock | 3,768 | 0.00 | — | 14,068 | — | ↗ |
| 2024-06-12 | Salamone Ann Beal | Director | A-Award | A | Common Stock | 2,949 | 0.00 | — | 19,895 | — | ↗ |
| 2024-06-12 | STUCKERT JAMES W | Director / 10% Owner | A-Award | A | Common Stock | 3,440 | 0.00 | — | 840,218 | — | ↗ |
| 2024-06-12 | Ortwein Sara N | Director | A-Award | A | Common Stock | 3,440 | 0.00 | — | 17,522 | — | ↗ |
| 2024-06-12 | Nixon Ronald T | Director / Officer / 10% Owner | A-Award | A | Common Stock | 10,812 | 0.00 | — | 56,508 | — | ↗ |
| 2024-06-12 | Major Eric D | Director | A-Award | A | Common Stock | 3,440 | 0.00 | — | 6,109 | — | ↗ |
| 2024-06-12 | Mack Roszell III | Director | A-Award | A | Common Stock | 3,604 | 0.00 | — | 13,101 | — | ↗ |
| 2024-06-12 | DeSutter Robert Andrew | Director | A-Award | A | Common Stock | 3,932 | 0.00 | — | 19,455 | — | ↗ |
| 2024-04-15 | Waldrop Jacob A. | Officer | A-Award | A | Common Stock | 3,101 | 0.00 | — | 3,101 | — | ↗ |
| 2024-03-07 | McNeil Michael D. | Officer | A-Award | A | Common Stock | 4,650 | 0.00 | — | 25,998 | — | ↗ |
| 2024-03-07 | Fleming Zachary B. | Officer | A-Award | A | Common Stock | 12,693 | 0.00 | — | 48,854 | — | ↗ |
| 2024-03-01 | McNeil Michael D. | Officer | F-InKind | D | Common Stock | 599 | 38.96 | 23.3K | 21,348 | — | ↗ |
| 2024-03-01 | Fleming Zachary B. | Officer | F-InKind | D | Common Stock | 790 | 38.96 | 30.8K | 36,161 | — | ↗ |
| 2024-02-01 | McNeil Michael D. | Officer | F-InKind | D | Common Stock | 391 | 33.72 | 13.2K | 22,634 | — | ↗ |
| 2024-02-01 | Fleming Zachary B. | Officer | F-InKind | D | Common Stock | 427 | 33.72 | 14.4K | 37,877 | — | ↗ |
| 2024-01-01 | Fleming Zachary B. | Officer | F-InKind | D | Common Stock | 1,255 | 41.10 | 51.6K | 38,304 | — | ↗ |
| 2023-09-21 | Fleming Zachary B. | Officer | F-InKind | D | Common Stock | 684 | 37.19 | 25.4K | 39,559 | — | ↗ |
| 2023-06-01 | TANZBERGER ERIC D | Director | A-Award | A | Common Stock | 2,936 | 0.00 | — | 10,300 | — | ↗ |
| 2023-06-01 | Salamone Ann Beal | Director | A-Award | A | Common Stock | 2,402 | 0.00 | — | 16,946 | — | ↗ |
| 2023-06-01 | STUCKERT JAMES W | Director / 10% Owner | A-Award | A | Common Stock | 2,802 | 0.00 | — | 836,778 | — | ↗ |
| 2023-06-01 | Ortwein Sara N | Director | A-Award | A | Common Stock | 2,802 | 0.00 | — | 14,082 | — | ↗ |
| 2023-06-01 | Nixon Ronald T | Director / 10% Owner | A-Award | A | Common Stock | 8,808 | 0.00 | — | 45,696 | — | ↗ |
| 2023-06-01 | Major Eric D | Director | A-Award | A | Common Stock | 2,669 | 0.00 | — | 2,669 | — | ↗ |
| 2023-06-01 | Mack Roszell III | Director | A-Award | A | Common Stock | 2,802 | 0.00 | — | 9,497 | — | ↗ |
| 2023-06-01 | DeSutter Robert Andrew | Director | A-Award | A | Common Stock | 2,936 | 0.00 | — | 15,523 | — | ↗ |
| 2023-04-12 | McNeil Michael D. | Officer | M-Exempt | A | Common Stock | 1,000 | 6.00 | 6.0K | 23,025 | — | ↗ |
| 2023-03-17 | McNeil Michael D. | Officer | F-InKind | D | Common Stock | 532 | 41.50 | 22.1K | 22,025 | — | ↗ |
| 2023-03-17 | McMahon Rebecca E | Officer | F-InKind | D | Common Stock | 201 | 41.50 | 8.3K | 9,595 | — | ↗ |
| 2023-03-17 | Fleming Zachary B. | Officer | F-InKind | D | Common Stock | 717 | 41.50 | 29.8K | 40,243 | — | ↗ |
| 2023-03-02 | McNeil Michael D. | Officer | A-Award | A | Common Stock | 4,217 | 0.00 | — | 23,468 | — | ↗ |
| 2023-03-02 | McMahon Rebecca E | Officer | A-Award | A | Common Stock | 2,410 | 0.00 | — | 9,796 | — | ↗ |
| 2023-03-02 | Fleming Zachary B. | Officer | A-Award | A | Common Stock | 1,736 | 0.00 | — | 43,198 | — | ↗ |
| 2022-12-02 | McNeil Michael D. | Officer | F-InKind | D | Common Stock | 253 | 22.97 | 5.8K | 19,251 | — | ↗ |
| 2022-12-02 | Fleming Zachary B. | Officer | F-InKind | D | Common Stock | 325 | 22.97 | 7.5K | 34,474 | — | ↗ |
| 2022-12-02 | Bowman Shawn M. | Director | F-InKind | D | Common Stock | 82 | 30.79 | 2.5K | 16,143 | — | ↗ |
| 2022-11-08 | Fleming Zachary B. | Officer | S-Sale | D | Common Stock | 417 | 33.00 | 13.8K | 36,270 | — | ↗ |
| 2022-11-04 | Fleming Zachary B. | Officer | S-Sale | D | Common Stock | 563 | 33.00 | 18.6K | 36,687 | — | ↗ |
| 2022-11-02 | Fleming Zachary B. | Officer | S-Sale | D | Common Stock | 20 | 33.02 | 660.40 | 37,250 | — | ↗ |
| 2022-09-22 | Bowman Shawn M. | Officer | S-Sale | D | Common Stock | 660 | 27.54 | 18.2K | 18,890 | — | ↗ |
| 2022-07-07 | Thorpe Kenneth E | Director | A-Award | A | Common Stock | 5,027 | 0.00 | — | 16,945 | — | ↗ |
| 2022-07-07 | TANZBERGER ERIC D | Director | A-Award | A | Common Stock | 5,027 | 0.00 | — | 7,364 | — | ↗ |
| 2022-07-07 | Salamone Ann Beal | Director | A-Award | A | Common Stock | 4,113 | 0.00 | — | 14,544 | — | ↗ |
| 2022-07-07 | STUCKERT JAMES W | Director | A-Award | A | Common Stock | 4,799 | 0.00 | — | 833,976 | — | ↗ |
| 2022-07-07 | Ortwein Sara N | Director | A-Award | A | Common Stock | 4,799 | 0.00 | — | 11,280 | — | ↗ |
| 2022-07-07 | Nixon Ronald T | Director | A-Award | A | Common Stock | 4,113 | 0.00 | — | 27,279 | — | ↗ |
| 2022-07-07 | Mack Roszell III | Director | A-Award | A | Common Stock | 4,570 | 0.00 | — | 6,695 | — | ↗ |
| 2022-07-07 | DeSutter Robert Andrew | Director | A-Award | A | Common Stock | 5,256 | 0.00 | — | 12,587 | — | ↗ |
| 2022-07-05 | Fleming Zachary B. | Officer | S-Sale | D | Common Stock | 750 | 23.00 | 17.3K | 37,270 | — | ↗ |
| 2022-06-28 | Fleming Zachary B. | Officer | S-Sale | D | Common Stock | 294 | 21.00 | 6.2K | 38,950 | — | ↗ |
| 2022-06-24 | Fleming Zachary B. | Officer | S-Sale | D | Common Stock | 457 | 21.00 | 9.6K | 39,313 | — | ↗ |
| 2022-06-17 | Bowman Shawn M. | Officer | S-Sale | D | Common Stock | 1,000 | 20.02 | 20.0K | 19,550 | — | ↗ |
| 2022-03-08 | McNeil Michael D. | Officer | A-Award | A | Common Stock | 6,547 | 0.00 | — | 20,369 | — | ↗ |
| 2022-03-08 | McMahon Rebecca E | Officer | A-Award | A | Common Stock | 2,047 | 0.00 | — | 7,386 | — | ↗ |
| 2022-03-08 | Fleming Zachary B. | Officer | A-Award | A | Common Stock | 8,831 | 0.00 | — | 39,770 | — | ↗ |
| 2022-03-08 | Bowman Shawn M. | Officer | A-Award | A | Common Stock | 2,284 | 0.00 | — | 20,550 | — | ↗ |
| 2022-02-09 | Thorpe Kenneth E | Director | A-Award | A | Common Stock | 2,284 | 0.00 | — | 4,694 | — | ↗ |
| 2022-02-09 | TANZBERGER ERIC D | Director | A-Award | A | Common Stock | 2,337 | 0.00 | — | 2,337 | — | ↗ |
| 2022-02-09 | Salamone Ann Beal | Director | A-Award | A | Common Stock | 2,284 | 0.00 | — | 4,694 | — | ↗ |
| 2022-02-09 | STUCKERT JAMES W | Director / 10% Owner | A-Award | A | Common Stock | 2,231 | 0.00 | — | 829,177 | — | ↗ |
| 2022-02-09 | Ortwein Sara N | Director | A-Award | A | Common Stock | 2,231 | 0.00 | — | 6,481 | — | ↗ |
| 2022-02-09 | Nixon Ronald T | Director / 10% Owner | A-Award | A | Common Stock | 3,825 | 0.00 | — | 21,254 | — | ↗ |
| 2022-02-09 | Mack Roszell III | Director | A-Award | A | Common Stock | 2,125 | 0.00 | — | 2,125 | — | ↗ |
| 2022-02-09 | DeSutter Robert Andrew | Director | A-Award | A | Common Stock | 4,887 | 0.00 | — | 4,887 | — | ↗ |
| 2022-01-01 | TANZBERGER ERIC D | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-01-01 | Morrison Christopher A. | Officer | A-Award | A | Common Stock | 7,135 | 0.00 | — | 28,032 | — | ↗ |
| 2022-01-01 | Mack Roszell III | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-01-01 | Fleming Zachary B. | Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 30,939 | — | ↗ |
| 2021-12-22 | McNeil Michael D. | Officer | A-Award | A | Common Stock | 3,106 | 0.00 | — | 13,822 | — | ↗ |
| 2021-12-22 | Fleming Zachary B. | Officer | A-Award | A | Common Stock | 3,993 | 0.00 | — | 20,939 | — | ↗ |
| 2021-12-22 | Carmena J Michael | Director / Officer | A-Award | A | Common Stock | 3,549 | 0.00 | — | 22,113 | — | ↗ |
| 2021-12-22 | Bowman Shawn M. | Officer | A-Award | A | Common Stock | 3,195 | 0.00 | — | 18,226 | — | ↗ |
| 2021-12-16 | McNeil Michael D. | Officer | F-InKind | D | Common Stock | 864 | 45.67 | 39.5K | 11,020 | — | ↗ |
| 2021-12-16 | Fleming Zachary B. | Officer | F-InKind | D | Common Stock | 196 | 45.67 | 9.0K | 17,142 | — | ↗ |
| 2021-12-16 | Carmena J Michael | Director / Officer | F-InKind | D | Common Stock | 174 | 35.53 | 6.2K | 18,564 | — | ↗ |
| 2021-12-16 | Bowman Shawn M. | Officer | F-InKind | D | Common Stock | 196 | 45.67 | 9.0K | 15,267 | — | ↗ |
| 2021-10-26 | Fleming Zachary B. | Officer | S-Sale | D | Common Stock | 1,000 | 34.04 | 34.0K | 17,708 | — | ↗ |
| 2021-10-20 | Bowman Shawn M. | Officer | S-Sale | D | Common Stock | 700 | 34.50 | 24.2K | 15,668 | — | ↗ |
| 2021-10-05 | Fleming Zachary B. | Officer | S-Sale | D | Common Stock | 529 | 33.41 | 17.7K | 18,708 | — | ↗ |
| 2021-09-28 | Bowman Shawn M. | Officer | S-Sale | D | Common Stock | 1,000 | 33.33 | 33.3K | 16,668 | — | ↗ |
| 2021-08-24 | McMahon Rebecca E | Officer | A-Award | A | Common Stock | 5,339 | 0.00 | — | 5,339 | — | ↗ |
| 2021-08-03 | McMahon Rebecca E | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-02-08 | Morrison Christopher A. | Officer | — | D | Common stock | 0 | 0.00 | — | 20,897 | — | ↗ |
| 2020-12-31 | Carmena J Michael | Director / Officer | A-Award | A | Common Stock | 546 | 10.53 | 5.7K | 20,312 | — | ↗ |
| 2020-12-18 | Ortwein Sara N | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-10-12 | DeSutter Robert Andrew | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-09-30 | McNeil Michael D. | Officer | A-Award | A | Common Stock | 1,247 | 0.00 | — | 11,884 | — | ↗ |
| 2020-09-30 | Fleming Zachary B. | Officer | A-Award | A | Common Stock | 1,603 | 0.00 | — | 19,708 | — | ↗ |
| 2020-09-30 | Carmena J Michael | Director / Officer | A-Award | A | Common Stock | 1,425 | 0.00 | — | 18,674 | — | ↗ |
| 2020-09-30 | Bowman Shawn M. | Officer | A-Award | A | Common Stock | 1,603 | 0.00 | — | 18,668 | — | ↗ |
| 2020-04-27 | Bowman Shawn M. | Officer | A-Award | A | Common Stock | 1,000 | 0.00 | — | 17,065 | — | ↗ |
| 2020-02-24 | Thorpe Kenneth E | Director | A-Award | A | Common Stock | 2,410 | 0.00 | — | 2,410 | — | ↗ |
| 2020-02-24 | Salamone Ann Beal | Director | A-Award | A | Common Stock | 2,410 | 0.00 | — | 2,410 | — | ↗ |
| 2020-02-24 | STUCKERT JAMES W | Director / 10% Owner | A-Award | A | Common Stock | 7,229 | 0.00 | — | 822,059 | — | ↗ |
| 2020-02-24 | Nixon Ronald T | Director / 10% Owner | A-Award | A | Common Stock | 7,229 | 0.00 | — | 7,229 | — | ↗ |
| 2020-02-24 | McNeil Michael D. | Officer | A-Award | A | Common Stock | 2,540 | 0.00 | — | 2,540 | — | ↗ |
| 2020-02-24 | HOWELL S ODEN JR | Director / 10% Owner | A-Award | A | Common Stock | 7,229 | 0.00 | — | 488,394 | — | ↗ |
| 2020-02-24 | Fleming Zachary B. | Officer | A-Award | A | Common Stock | 4,550 | 0.00 | — | 4,550 | — | ↗ |
| 2020-02-24 | Carmena J Michael | Director / Officer | A-Award | A | Common Stock | 5,200 | 0.00 | — | 5,200 | — | ↗ |
| 2020-02-24 | Bowman Shawn M. | Officer | A-Award | A | Common Stock | 13,555 | 0.00 | — | 15,065 | — | ↗ |
| 2020-02-10 | Thorpe Kenneth E | Director | J-Other | D | Common Stock | 2,410 | 0.00 | — | 0 | — | ↗ |
| 2020-02-10 | Salamone Ann Beal | Director | J-Other | D | Common Stock | 2,410 | 0.00 | — | 0 | — | ↗ |
| 2020-02-10 | STUCKERT JAMES W | Director / 10% Owner | J-Other | D | Common Stock | 7,229 | 0.00 | — | 814,830 | — | ↗ |
| 2020-02-10 | Nixon Ronald T | Director / 10% Owner | J-Other | D | Common Stock | 7,229 | 0.00 | — | 0 | — | ↗ |
| 2020-02-10 | McNeil Michael D. | Officer | J-Other | D | Common Stock | 8,097 | 0.00 | — | 0 | — | ↗ |
| 2020-02-10 | HOWELL S ODEN JR | Director / 10% Owner | J-Other | D | Common Stock | 7,229 | 0.00 | — | 481,165 | — | ↗ |
| 2020-02-10 | Fleming Zachary B. | Officer | J-Other | D | Common Stock | 13,555 | 0.00 | — | 0 | — | ↗ |
| 2020-02-10 | Carmena J Michael | Director / Officer | J-Other | D | Common Stock | 5,200 | 0.00 | — | 12,049 | — | ↗ |
| 2020-02-10 | Bowman Shawn M. | Officer | J-Other | D | Common Stock | 13,555 | 0.00 | — | 0 | — | ↗ |
| 2020-02-07 | Nixon Ronald T | Director / 10% Owner | C-Conversion | A | Common Stock | 2,273,630 | 0.00 | — | 2,273,630 | — | ↗ |
| 2020-02-07 | CGI Cellerate RX, LLC | 10% Owner | C-Conversion | A | Common Stock | 179,101 | 9.00 | 1.61M | 2,452,731 | — | ↗ |
| 2020-01-21 | Thorpe Kenneth E | Director | A-Award | A | Common Stock | 2,410 | 0.00 | — | 2,410 | — | ↗ |
| 2020-01-21 | Salamone Ann Beal | Director | A-Award | A | Common Stock | 2,410 | 0.00 | — | 2,410 | — | ↗ |
| 2020-01-21 | STUCKERT JAMES W | Director / 10% Owner | A-Award | A | Common Stock | 7,229 | 0.00 | — | 822,059 | — | ↗ |
| 2020-01-21 | Nixon Ronald T | Director / 10% Owner | A-Award | A | Common Stock | 7,229 | 0.00 | — | 7,229 | — | ↗ |
| 2020-01-21 | McNeil Michael D. | Officer | A-Award | A | Common Stock | 2,540 | 0.00 | — | 2,540 | — | ↗ |
| 2020-01-21 | HOWELL S ODEN JR | Director / 10% Owner | A-Award | A | Common Stock | 7,229 | 0.00 | — | 488,394 | — | ↗ |
| 2020-01-21 | Fleming Zachary B. | Officer | A-Award | A | Common Stock | 4,550 | 0.00 | — | 4,550 | — | ↗ |
| 2020-01-21 | Carmena J Michael | Director / Officer | A-Award | A | Common Stock | 5,200 | 0.00 | — | 5,200 | — | ↗ |
| 2020-01-21 | Bowman Shawn M. | Officer | A-Award | A | Common Stock | 13,555 | 0.00 | — | 16,065 | — | ↗ |
| 2019-10-15 | STUCKERT JAMES W | Director / 10% Owner | P-Purchase | A | Common Stock | 180,723 | 8.30 | 1.50M | 814,830 | — | ↗ |
| 2019-10-15 | Nixon Ronald T | Director / 10% Owner | P-Purchase | A | Common Stock | 963,856 | 8.30 | 8.00M | 963,856 | — | ↗ |
| 2019-10-15 | HOWELL S ODEN JR | Director / 10% Owner | P-Purchase | A | Common Stock | 60,241 | 8.30 | 500.0K | 481,165 | — | ↗ |
| 2019-10-15 | FA Sanara, LLC | 10% Owner | — | D | Common Stock | 0 | 0.00 | — | 963,856 | — | ↗ |
| 2019-08-29 | Thorpe Kenneth E | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-08-29 | Salamone Ann B. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-08-28 | Nixon Ronald T | Director / 10% Owner | — | I | 5% Convertible Promissory Note | 16,959,339 | 0.09 | 1.53M | 0 | — | ↗ |
| 2019-08-28 | CGI Cellerate RX, LLC | 10% Owner | — | D | 5% Convertible Promissory Note | 16,959,339 | 0.09 | 1.53M | 0 | — | ↗ |
| 2019-05-28 | Fleming Zachary B. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-05-28 | Bowman Shawn M. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-03-15 | Nixon Ronald T | Director / 10% Owner | — | I | Series F Convertible Preferred Stock | 227,363,000 | 0.00 | — | 0 | — | ↗ |
| 2019-03-15 | CGI Cellerate RX, LLC | 10% Owner | — | D | Series F Convertible Preferred Stock | 227,363,000 | 0.00 | — | 0 | — | ↗ |
| 2018-12-31 | Carmena J Michael | Officer | — | D | Stock Purchase Warrant | 500,000 | 0.06 | 30.0K | 0 | — | ↗ |
| 2018-04-11 | McNeil Michael D. | Officer | — | D | Stock Purchase Warrant | 100,000 | 0.06 | 6.0K | 0 | — | ↗ |
| 2018-02-27 | HOWELL S ODEN JR | Director / 10% Owner | J-Other | A | Common Stock | 19,817,165 | 0.07 | 1.39M | 42,092,429 | — | ↗ |
| 2018-02-19 | STUCKERT JAMES W | Director / 10% Owner | J-Other | A | Common Stock | 11,325,678 | 0.07 | 792.8K | 22,057,433 | — | ↗ |
| 2018-02-19 | HOWELL S ODEN JR | Director / 10% Owner | J-Other | A | Common Stock | 10,799,586 | 0.07 | 756.0K | 22,125,264 | — | ↗ |
| 2017-02-27 | Siedhoff John Christopher | Director | A-Award | A | Common Stock | 150,000 | 0.00 | — | 7,150,000 | — | ↗ |
| 2017-02-27 | STUCKERT JAMES W | Director / 10% Owner | A-Award | A | Common Stock | 150,000 | 0.00 | — | 10,731,755 | — | ↗ |
| 2017-02-27 | Rubinfeld Philip J | Director | A-Award | A | Common Stock | 150,000 | 0.00 | — | 500,000 | — | ↗ |
| 2017-02-27 | HOWELL S ODEN JR | Director / 10% Owner | A-Award | A | Common Stock | 150,000 | 0.00 | — | 150,000 | — | ↗ |
| 2016-10-24 | HUTCHINSON DEBORAH JENKINS | Officer | A-Award | A | Common Stock | 500,000 | 0.00 | — | 2,750,000 | — | ↗ |
| 2016-04-05 | STUCKERT JAMES W | Director / 10% Owner | G-Gift | A | Common Stock | 1,500,000 | 0.00 | — | 1,500,000 | — | ↗ |
| 2016-03-30 | STUCKERT JAMES W | Director / 10% Owner | P-Purchase | A | Series C Convertible Preferred Stock | 2,143 | 70.00 | 150.0K | 36,384 | — | ↗ |
| 2016-03-30 | HOWELL S ODEN JR | Director / 10% Owner | P-Purchase | A | Series C Convertible Preferred Stock | 2,143 | 70.00 | 150.0K | 9,745 | — | ↗ |
| 2016-03-11 | STUCKERT JAMES W | Director / 10% Owner | J-Other | A | Common Stock | 10,581,755 | 0.00 | — | 12,081,755 | — | ↗ |
| 2016-02-09 | STUCKERT JAMES W | 10% Owner | P-Purchase | A | Series C Convertible Preferred Stock | 1,071 | 70.00 | 75.0K | 3,154 | — | ↗ |
| 2016-02-09 | HOWELL S ODEN JR | Director / 10% Owner | P-Purchase | A | Series C Convertible Preferred Stock | 1,071 | 70.00 | 75.0K | 4,030 | — | ↗ |
| 2015-12-14 | STUCKERT JAMES W | Director / 10% Owner | P-Purchase | A | Series C Convertible Preferred Stock | 1,786 | 70.00 | 125.0K | 3,572 | — | ↗ |
| 2015-12-14 | HOWELL S ODEN JR | Director / 10% Owner | P-Purchase | A | Series C Convertible Preferred Stock | 1,786 | 70.00 | 125.0K | 7,602 | — | ↗ |
| 2015-07-31 | STUCKERT JAMES W | Director / 10% Owner | P-Purchase | A | Series C Preferred Stock | 1,786 | 69.99 | 125.0K | 1,786 | — | ↗ |
| 2015-07-31 | HOWELL S ODEN JR | Director / 10% Owner | P-Purchase | A | Common Stock | 1,786 | 69.99 | 125.0K | 4,745 | — | ↗ |
| 2015-05-19 | STUCKERT JAMES W | 10% Owner | — | I | Warrant | 20,000 | 0.15 | 3.0K | 0 | — | ↗ |
| 2015-05-18 | HOWELL S ODEN JR | Director / 10% Owner | — | I | Convertible Secured Subordinated Promissory Note | 0 | 0.70 | — | 0 | — | ↗ |
| 2015-02-20 | Siedhoff John Christopher | Director | C-Conversion | A | Common Stock | 750,000 | 0.00 | — | 7,000,000 | — | ↗ |
| 2014-12-19 | Siedhoff John Christopher | Director | — | D | Common Stock | 0 | 0.00 | — | 6,250,000 | — | ↗ |
| 2014-03-06 | Stine Darren | Officer | — | D | Series D Preferred Stock | 500,000 | 0.00 | — | 0 | — | ↗ |
| 2013-12-19 | Rubinfeld Philip J | Director | P-Purchase | A | Series C Preferred Stock | 1,723 | 0.00 | — | 1,723 | — | ↗ |
| 2013-11-12 | Lutz Robert Jr. | Director / Officer | P-Purchase | A | Series C Preferred Stock | 3,257 | 0.00 | — | 3,257 | — | ↗ |
| 2013-08-28 | HUTCHINSON DEBORAH JENKINS | Director / Officer | A-Award | A | Series D Preferred Stock | 2,000 | 0.00 | — | 2,000 | — | ↗ |
| 2013-02-15 | Lutz Robert Jr. | Director / Officer | J-Other | A | Warrant | 3,000,000 | 0.15 | 450.0K | 0 | — | ↗ |
| 2012-12-23 | COSSUTTA ARALDO A | Director | S-Sale | D | Common Stock | 8,877 | 3.00 | 26.6K | 5,259,214 | — | ↗ |
| 2012-09-11 | Rubinfeld Philip J | Director | A-Award | A | Warrant | 18,750 | 0.15 | 2.8K | 18,750 | — | ↗ |
| 2012-09-11 | Kirchhofer Thomas J | Director | A-Award | A | Warrant | 52,000 | 0.15 | 7.8K | 52,000 | — | ↗ |
| 2012-09-11 | HUTCHINSON DEBORAH JENKINS | Director | A-Award | A | Warrant | 18,750 | 0.15 | 2.8K | 18,750 | — | ↗ |
| 2012-09-11 | Gross Robert E. | Director | A-Award | A | Warrant | 52,000 | 0.15 | 7.8K | 52,000 | — | ↗ |
| 2012-09-11 | COSSUTTA ARALDO A | Director | A-Award | A | Warrant | 52,000 | 0.15 | 7.8K | 127,000 | — | ↗ |
| 2012-08-17 | Lutz Robert Jr. | Director / Officer | A-Award | A | Warrant | 3,000,000 | 0.15 | 450.0K | 3,000,000 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Seth D. Yon President and Chief Executive Officer | 478.9K | 472.0K | 1.32M | — | — | 36.9K | 2.31M | 57.17% | ↗ |
| 2 | 2025 | Jacob A. Waldrop Chief Operating Officer | 315.0K | 234.0K | 306.2K | — | — | 12.6K | 867.8K | 35.29% | ↗ |
| 3 | 2025 | Suresh V. Muppalla Former President and Chief Executive Officer of Tissue Health Plus, LLC | 612.8K | — | 103.0K | — | — | — | 715.8K | 14.39% | ↗ |
| 4 | 2025 | Elizabeth B. Taylor Chief Financial Officer | 240.5K | 209.0K | 187.5K | — | — | — | 637.1K | 29.43% | ↗ |
| 5 | 2025 | Ronald T. Nixon Former Chief Executive Officer | 248.0K | — | 262.5K | — | — | 75.0K | 585.5K | 44.83% | ↗ |
| 6 | 2024 | Ronald T. Nixon Chief Executive Officer | 116.7K | 301.0K | — | — | — | 438.1K | 855.8K | 0.00% | ↗ |
| 7 | 2024 | Ronald T. Nixon Former Chief Executive Officer | 116.7K | 301.0K | — | — | — | 438.1K | 855.8K | 0.00% | ↗ |
| 8 | 2024 | Zachary B. Fleming Former Chief Executive Officer | 127.4K | — | 467.5K | — | — | 243.2K | 838.1K | 55.78% | ↗ |
| 9 | 2024 | Michael D. McNeil Chief Accounting Officer and Chief Administrative Officer | 225.0K | 124.0K | 171.3K | — | — | 9.0K | 529.3K | 32.36% | ↗ |
| 10 | 2024 | Jacob A. Waldrop Chief Operating Officer | 224.3K | 186.0K | 100.0K | — | — | 7.9K | 518.2K | 19.30% | ↗ |
| 11 | 2023 | Zachary B. Fleming Chief Executive Officer | 290.0K | 245.0K | 362.0K | — | — | 12.6K | 909.6K | 39.80% | ↗ |
| 12 | 2023 | Zachary B. Fleming Former Chief Executive Officer | 290.0K | 245.0K | 362.0K | — | — | 12.6K | 909.6K | 39.80% | ↗ |
| 13 | 2023 | Michael D. McNeil Chief Financial Officer | 215.0K | 107.5K | 175.0K | — | — | 8.6K | 506.1K | 34.58% | ↗ |
| 14 | 2023 | Michael D. McNeil Chief Accounting Officer and Chief Administrative Officer | 215.0K | 107.5K | 175.0K | — | — | 8.6K | 506.1K | 34.58% | ↗ |
| 15 | 2022 | Zachary B. Fleming Chief Executive Officer | 290.0K | 290.0K | 507.3K | — | — | 13.6K | 1.10M | 46.08% | ↗ |
| 16 | 2022 | Michael D. McNeil Chief Financial Officer | 215.0K | 215.0K | 163.7K | — | — | 8.7K | 602.4K | 27.17% | ↗ |
| 17 | 2022 | Christopher A. Morrison Senior Vice President, WounDerm Corporate Development and Former President, Telehealth Services | 150.0K | — | 219.7K | — | — | 6.0K | 375.7K | 58.48% | ↗ |
| 18 | 2021 | Zachary B. Fleming Chief Executive Officer | 225.0K | 130.0K | 107.0K | — | — | 10.8K | 472.8K | 22.63% | ↗ |
| 19 | 2021 | J. Michael Carmena Former Principal Executive Officer | 200.0K | — | — | — | — | 300.3K | 379.7K | 0.00% | ↗ |
| 20 | 2021 | Shawn M. Bowman President, Strategic Partnerships | 225.0K | 50.0K | 85.6K | — | — | 11.5K | 372.1K | 23.00% | ↗ |
| 21 | 2021 | Michael D. McNeil Chief Financial Officer | 175.0K | 105.0K | 83.2K | — | — | 6.8K | 370.0K | 22.49% | ↗ |
| 22 | 2020 | Zachary B. Fleming, Co-Chief Operating Officer and President, Surgical | 208.1K | 112.5K | 246.8K | — | — | 24.8K | 592.2K | 41.67% | ↗ |
| 23 | 2020 | Zachary B. Fleming Chief Executive Officer | 208.1K | 112.5K | 246.8K | — | — | 24.8K | 592.2K | 41.67% | ↗ |
| 24 | 2020 | Shawn M. Bowman President, Strategic Partnerships | 208.1K | 90.0K | 225.2K | — | — | 28.3K | 551.6K | 40.82% | ↗ |
| 25 | 2020 | Shawn M. Bowman, Co-Chief Operating Officer and President, Wound Care | 208.1K | 90.0K | 225.2K | — | — | 28.3K | 551.6K | 40.82% | ↗ |
| 26 | 2020 | J. Michael Carmena, Principal Executive Officer | 185.0K | 75.0K | 232.2K | — | — | 8.0K | 500.2K | 46.42% | ↗ |
| 27 | 2020 | J. Michael Carmena Former Principal Executive Officer | 185.0K | 75.0K | 232.2K | — | — | 8.0K | 500.2K | 46.42% | ↗ |
| 28 | 2020 | Michael D. McNeil Chief Financial Officer | 161.9K | 87.5K | 153.5K | — | — | 6.8K | 409.7K | 37.47% | ↗ |
| 29 | 2020 | Michael D. McNeil, Chief Financial Officer | 161.9K | 87.5K | 153.5K | — | — | 6.8K | 409.7K | 37.47% | ↗ |
| 30 | 2019 | Zachary B. Fleming, Co-Chief Operating Officer and President, Surgical | 204.2K | 115.0K | — | — | — | 11.7K | 330.9K | 0.00% | ↗ |
| 31 | 2019 | Shawn M. Bowman, Co-Chief Operating Officer and President, Wound Care | 204.2K | 105.0K | — | — | — | 11.7K | 320.9K | 0.00% | ↗ |
| 32 | 2019 | Zachary B. Fleming Co-Chief Operating Officer and President, Surgical | 205.7K | 90.0K | — | — | — | — | 295.7K | 0.00% | ↗ |
| 33 | 2019 | Shawn M. Bowman Co-Chief Operating Officer and President, Wound Care | 205.7K | 80.0K | — | — | — | — | 285.7K | 0.00% | ↗ |
| 34 | 2019 | J. Michael Carmena Principal Executive Officer | 209.6K | 75.0K | — | — | — | — | 284.6K | 0.00% | ↗ |
| 35 | 2019 | J. Michael Carmena, Principal Executive Officer | 200.0K | 75.0K | — | — | — | 9.6K | 284.6K | 0.00% | ↗ |
| 36 | 2019 | Michael D. McNeil, Chief Financial Officer | 168.0K | 70.5K | — | — | — | 5.1K | 243.6K | 0.00% | ↗ |
| 37 | 2019 | Michael D. McNeil Chief Financial Officer | 169.5K | 63.0K | — | — | — | — | 232.5K | 0.00% | ↗ |
| 38 | 2018 | J. Michael Carmena Principal Executive Officer | 207.1K | 60.0K | — | — | — | — | 267.1K | 0.00% | ↗ |
| 39 | 2018 | Zachary B. Fleming Co-Chief Operating Officer and President, Surgical | 161.5K | 68.0K | — | — | — | — | 229.5K | 0.00% | ↗ |
| 40 | 2018 | Michael D. McNeil Chief Financial Officer | 123.6K | 45.3K | — | 4.5K | — | — | 173.2K | 2.58% | ↗ |
| 41 | 2018 | Shawn M. Bowman Co-Chief Operating Officer and President, Wound Care | 58.8K | 37.0K | — | — | — | — | 95.8K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Seth Yon | President, Chief Executive Officer & Director | 2M | male |
| Suresh V. Muppalla | President & Chief Executive Officer of THP | 872.0K | — |
| Jacob A. Waldrop | Chief Operating Officer | 561.6K | male |
| Elizabeth Taylor | Chief Financial Officer | 458.9K | female |
| Ronald T. Nixon | Executive Chairman | 323.0K | male |
| Tyler Palmer | Chief Corporate Development & Strategy Officer | — | male |
| Bill Fitzgerald | Chief Compliance Officer | — | male |
| Nina Bionda | Chief R&D Officer | — | female |
| Tricia Matteson | Vice President of Marketing | — | female |
| Ashley Mackey | Principal Accounting Officer | — | female |
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Community Opinion for SMTI
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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