Smart Sand, Inc. (SND)
Yardley, PA, US
Smart Sand, Inc., a fully integrated frac and industrial sand supply and services company, provides mine to wellsite proppant supply and logistics solutions to its frac sand customers in the United States and Canada. The company operates in two segments, Sand and SmartSystems. The Sand segment offers frac sand and industrial products solutions. The SmartSystems segment rents its patented SmartSystems equipment and offers related services, as well as provides portable wellsite storage and management solutions. The company engages in the excavation, processing, and sale of sand or proppant for use in hydraulic fracturing operations. The company markets its products and services to oil and natural gas exploration and production companies, oilfield service companies, and diversified industrial and commercial customers. Smart Sand, Inc. was incorporated in 2011 and is headquartered in Yardley, Pennsylvania.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -11.00% | -5.53% | -8.17% | -13.99% | +86.64% | +15.25% | +113.43% | +199.35% | +109.55% | -58.05% | -58.05% |
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 | 2025-06 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 1 |
2.25
-53.4%
|
-
Revenue growth Oil & Gas Equipment & Services: +6.7%+6.0% Q1'26: +42.0% (vs Q1'25)
-
EPS growth Oil & Gas Equipment & Services: +14.3%-60.8% Q1'26: +83.9% (vs Q1'25)
-
FCF margin FCF growth · Oil & Gas Equipment & Services: +40.2%+10.0% ★ Q1'26: +0.9% (vs Q1'25)
-
EBIT margin Oil & Gas Equipment & Services: +10.9%-1.5% Q1'26: +0.0% (vs Q1'25)
-
ROIC Oil & Gas Equipment & Services: +6.7%-2.0% Q1'26: +0.0% (vs Q1'25)
-
Share dilution Oil & Gas Equipment & Services: +0.3%+1.3% Q1'26: -0.2% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Oil & Gas Equipment & Services: 0.32×1.46× Q1'26: -2.06× (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 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
59.23M
est: 59.15M (+0.1%)
|
137.21M
est: 135.06M (+1.6%)
|
212.47M
est: 204.69M (+3.8%)
|
233.07M
est: 229.05M (+1.8%)
|
122.34M
est: 116.39M (+5.1%)
|
126.65M
est: 125.00M (+1.3%)
|
255.74M
est: 244.80M (+4.5%)
|
295.97M
est: 295.70M (+0.1%)
|
311.37M
est: 285.90M (+8.9%)
|
330.15M
est: 298.83M (+10.5%)
|
223.00M
223.00M – 223.00M
-25.4% YoY
|
| EBITDA |
26.87M
est: 5.33M (+403.8%)
|
26.98M
est: 12.18M (+121.6%)
|
44.27M
est: 18.46M (+139.9%)
|
70.87M
est: 57.50M (+23.2%)
|
49.99M
est: 10.49M (+376.3%)
|
-31.61M
est: -121.57M (+74.0%)
|
24.98M
est: -133.73M (+118.7%)
|
27.29M
est: 2.19M (+1,147.1%)
|
31.75M
est: 2.12M (+1,400.9%)
|
24.86M
est: 2.21M (+1,024.4%)
|
1.65M
1.65M – 1.65M
-25.4% YoY
|
| EBIT |
20.39M
est: -2.84M (+817.3%)
|
19.17M
est: -6.49M (+395.3%)
|
26.08M
est: -9.84M (+365.1%)
|
43.05M
est: 35.27M (+22.1%)
|
27.07M
est: -5.59M (+583.9%)
|
-57.71M
est: -208.94M (+72.4%)
|
-2.30M
est: -229.83M (+99.0%)
|
-980.0K
est: -28.03M (+96.5%)
|
2.02M
est: -27.10M (+107.5%)
|
-5.03M
est: -28.33M (+82.3%)
|
-21.14M
-21.14M – -21.14M
+25.4% YoY
|
| Net Income |
10.38M
est: 12.88M (-19.4%)
|
21.53M
est: 16.01M (+34.5%)
|
18.69M
est: 26.54M (-29.6%)
|
31.62M
est: 25.66M (+23.2%)
|
37.95M
est: 35.44M (+7.1%)
|
-50.67M
est: -189.88M (+73.3%)
|
-703.0K
est: 8.02M (-108.8%)
|
4.65M
est: 1.33M (+248.8%)
|
2.99M
est: 2.77M (+8.0%)
|
1.35M
est: 7.52M (-82.1%)
|
3.92M
3.92M – 3.92M
-47.9% YoY
|
| SGA |
11.89M
est: 9.27M (+28.3%)
|
17.68M
est: 21.16M (-16.4%)
|
23.87M
est: 32.06M (-25.6%)
|
22.89M
est: 20.48M (+11.7%)
|
25.52M
est: 18.23M (+40.0%)
|
25.45M
est: 58.90M (-56.8%)
|
30.77M
est: 64.79M (-52.5%)
|
38.72M
est: 41.24M (-6.1%)
|
38.16M
est: 39.88M (-4.3%)
|
40.52M
est: 41.68M (-2.8%)
|
31.10M
31.10M – 31.10M
-25.4% YoY
|
| EPS |
0.43
est: 0.33 (+30.5%)
|
0.54
est: 0.41 (+31.9%)
|
0.46
est: 0.68 (-32.3%)
|
0.79
est: 0.96 (-17.4%)
|
0.94
est: 0.91 (+3.7%)
|
-1.21
est: -1.10 (-10.0%)
|
-0.02
est: -0.07 (+76.3%)
|
0.12
est: 0.03 (+256.4%)
|
0.08
est: 0.07 (+10.1%)
|
0.03
est: 0.19 (-84.2%)
|
0.10
0.10 – 0.10
-47.9% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | A- | 4/5 | 5/5 | 2/5 | 3/5 | 4/5 | 1/5 | 5/5 |
| 2026-05-08 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-07 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-06 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-05 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-04 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-01 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-30 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-29 | B+ | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-28 | B+ | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-27 | B+ | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-24 | B+ | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-23 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-22 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-21 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-20 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-17 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-16 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 |
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 | José Enrique Feliciano | 10.80M | 23.90% | 47.7K | 10.75M | 47.7K | 10.75M | HC, IN | — | 2022-02-14 | ↗ |
| 2 | Behdad Eghbali | 10.75M | 23.80% | — | 10.75M | — | 10.75M | HC, IN | — | 2022-02-14 | ↗ |
| 3 | Clearlake Capital Group, L.P. | 10.75M | 23.80% | — | 10.75M | — | 10.75M | IA, PN | — | 2022-02-14 | ↗ |
| 4 | Charles E. Young | 6.53M | 2.00% | 6.53M | — | 6.53M | — | IN | — | 2022-02-14 | ↗ |
| 5 | Keystone Cranberry, LLC | 5.84M | 13.00% | — | 5.84M | — | — | OO | — | 2022-02-14 | ↗ |
| 6 | Victory Capital Management Inc. | 3.67M | 9.08% | 3.55M | — | 3.67M | — | IA | New York | 2018-02-09 | ↗ |
| 7 | Clearbridge, LLC52-1268629 | 2.53M | 6.27% | 2.02M | — | 2.53M | — | IA | Delaware | 2018-02-14 | ↗ |
| 8 | Encompass Capital Advisors LLC | 2.30M | 6.70% | — | 2.30M | — | — | IA, OO | Delaware | 2016-11-14 | ↗ |
| 9 | Todd J. Kantor | 2.30M | 6.70% | — | 2.30M | — | — | HC, IN | Delaware | 2016-11-14 | ↗ |
| 10 | Clearbridge Investments, LLC01-0846058 | 2.16M | 5.24% | 2.16M | — | 2.16M | — | IA | Delaware | 2020-02-14 | ↗ |
| 11 | Encompass Capital Master Fund LP | 1.85M | 5.40% | — | 1.85M | — | — | PN | Delaware | 2016-11-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | GENDELL JEFFREY L | 3.13M +430.5K (+16.0%) | 12.51M +6.7M (+116.8%) | 8.05% +1.176 pp | 0.22% +0.111 pp | USD2.42 +65.3% | 7 qtrs — |
| 2 | VANGUARD GROUP INC | 1.36M -35.6K (-2.6%) | 5.42M +2.4M (+82.1%) | 3.49% -0.057 pp | 0.00% +0.000 pp | USD4.02 -0.5% | 37 qtrs — |
| 3 | ACADIAN ASSET MANAGEMENT LLC | 870.9K -8.8K (-1.0%) | 3.48M +1.6M (+85.0%) | 2.24% -0.001 pp | 0.01% +0.002 pp | USD2.14 +86.9% | 15 qtrs — |
| 4 | SPROTT INC. | 750.0K +— (+0.0%) | 3.00M +1.4M (+86.9%) | 1.93% +0.019 pp | 0.10% +0.045 pp | USD3.62 +10.5% | 31 qtrs — |
| 5 | DIMENSIONAL FUND ADVISORS LP | 636.0K +17.3K (+2.8%) | 2.54M +1.2M (+92.1%) | 1.64% +0.060 pp | 0.00% +0.000 pp | USD2.36 +69.5% | 32 qtrs — |
| 6 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 610.0K +20.2K (+3.4%) | 2.44M +1.2M (+93.3%) | 1.57% +0.067 pp | 0.05% +0.024 pp | USD2.60 +53.8% | 33 qtrs — |
| 7 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 500.8K +116.4K (+30.3%) | 2.00M +1.2M (+143.5%) | 1.29% +0.309 pp | 0.00% +0.001 pp | USD2.76 +44.9% | 5 qtrs — |
| 8 | JB CAPITAL PARTNERS LP | 460.0K +— (+0.0%) | 1.84M +855.6K (+86.9%) | 1.18% +0.012 pp | 0.32% +0.150 pp | USD2.10 +90.5% | 6 qtrs — |
| 9 | CASTLEKNIGHT MANAGEMENT LP | 448.7K -475.5K (-51.5%) | 1.79M -183.0K (-9.3%) | 1.16% -1.202 pp | 0.04% +0.001 pp | USD1.93 +107.3% | 13 qtrs — |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 434.6K -9.6K (-2.2%) | 1.74M +788.4K (+82.9%) | 1.12% -0.014 pp | 0.00% +0.000 pp | USD5.80 -31.0% | 37 qtrs — |
| 11 | BLACKROCK, INC. | 431.5K -44.1K (-9.3%) | 1.73M +708.2K (+69.6%) | 1.11% -0.102 pp | 0.00% +0.000 pp | USD1.98 +102.0% | 6 qtrs — |
| 12 | JANE STREET GROUP, LLC | 408.8K +408.8K (+100.0%) | 1.64M +1.6M (+100.0%) | 1.05% +1.053 pp | 0.00% +0.000 pp | USD4.00 +0.0% | 5 qtrs — |
| 13 | MARSHALL WACE, LLP | 384.9K +384.9K (+100.0%) | 1.54M +1.5M (+100.0%) | 0.99% +0.991 pp | 0.00% +0.001 pp | USD4.00 +0.0% | 5 qtrs — |
| 14 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 310.0K +153.2K (+97.8%) | 1.24M +904.4K (+269.7%) | 0.80% +0.399 pp | 0.01% +0.005 pp | USD3.04 +31.6% | 10 qtrs — |
| 15 | EAM INVESTORS, LLC | 240.1K +240.1K (+100.0%) | 960.6K +960.6K (+100.0%) | 0.62% +0.619 pp | 0.11% +0.107 pp | USD4.00 +0.0% | 1 qtrs NEW |
| 16 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 225.5K -61.0K (-21.3%) | 901.9K +288.8K (+47.1%) | 0.58% -0.150 pp | 0.00% +0.001 pp | USD2.15 +86.0% | 7 qtrs — |
| 17 | TRUFFLE HOUND CAPITAL, LLC | 220.0K +220.0K (+100.0%) | 880.0K +880.0K (+100.0%) | 0.57% +0.567 pp | 0.23% +0.229 pp | USD4.00 +0.0% | 1 qtrs NEW |
| 18 | EMPOWERED FUNDS, LLC | 216.4K +20.2K (+10.3%) | 865.7K +445.8K (+106.2%) | 0.56% +0.057 pp | 0.01% +0.003 pp | USD2.08 +92.3% | 11 qtrs — |
| 19 | RITHOLTZ WEALTH MANAGEMENT | 207.7K +126.8K (+156.8%) | 830.9K +657.8K (+380.1%) | 0.54% +0.329 pp | 0.02% +0.012 pp | USD3.31 +20.8% | 10 qtrs — |
| 20 | SEI INVESTMENTS CO | 186.3K +145.4K (+355.6%) | 745.3K +657.9K (+751.9%) | 0.48% +0.376 pp | 0.00% +0.001 pp | USD3.60 +11.1% | 4 qtrs — |
| 21 | GOLDMAN SACHS GROUP INC | 175.1K +148.3K (+555.5%) | 700.2K +643.1K (+1,125.2%) | 0.45% +0.383 pp | 0.00% +0.000 pp | USD3.73 +7.2% | 4 qtrs — |
| 22 | STATE STREET CORP | 161.6K +10.2K (+6.7%) | 646.4K +322.4K (+99.5%) | 0.42% +0.030 pp | 0.00% +0.000 pp | USD3.35 +19.4% | 37 qtrs — |
| 23 | BANK OF AMERICA CORP /DE/ | 133.2K +133.0K (+56,582.1%) | 532.8K +532.3K (+105,826.8%) | 0.34% +0.343 pp | 0.00% +0.000 pp | USD4.00 +0.0% | 10 qtrs — |
| 24 | CITADEL ADVISORS LLC | 132.5K +49.9K (+60.4%) | 530.2K +353.4K (+199.9%) | 0.34% +0.131 pp | 0.00% +0.000 pp | USD2.84 +40.8% | 20 qtrs — |
| 25 | VERDAD ADVISERS, LP | 101.0K +101.0K (+100.0%) | 404.0K +404.0K (+100.0%) | 0.26% +0.260 pp | 0.46% +0.462 pp | USD4.00 +0.0% | 1 qtrs NEW |
| 26 | GSA CAPITAL PARTNERS LLP | 100.5K -15.2K (-13.1%) | 402.0K +155.0K (+62.8%) | 0.26% -0.036 pp | 0.03% +0.014 pp | USD2.19 +82.6% | 4 qtrs — |
| 27 | STIFEL FINANCIAL CORP | 85.9K -122.3K (-58.7%) | 343.8K -102.0K (-22.9%) | 0.22% -0.310 pp | 0.00% 0.000 pp | USD2.15 +86.0% | 4 qtrs — |
| 28 | WALLEYE CAPITAL LLC | 81.2K +81.2K (+100.0%) | 324.8K +324.8K (+100.0%) | 0.21% +0.209 pp | 0.00% +0.001 pp | USD4.00 +0.0% | 1 qtrs NEW |
| 29 | RENAISSANCE TECHNOLOGIES LLC | 80.8K -149.7K (-64.9%) | 323.2K -170.1K (-34.5%) | 0.21% -0.380 pp | 0.00% 0.000 pp | USD2.06 +94.2% | 26 qtrs — |
| 30 | CWA ASSET MANAGEMENT GROUP, LLC | 77.2K +77.2K (+100.0%) | 309.0K +309.0K (+100.0%) | 0.20% +0.199 pp | 0.01% +0.011 pp | USD4.00 +0.0% | 1 qtrs NEW |
| 31 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 74.5K +60.9K (+447.7%) | 297.9K +268.8K (+923.8%) | 0.19% +0.157 pp | 0.00% +0.000 pp | USD3.73 +7.2% | 5 qtrs — |
| 32 | NORTHERN TRUST CORP | 74.0K +1.2K (+1.7%) | 296.1K +140.3K (+90.1%) | 0.19% +0.005 pp | 0.00% +0.000 pp | USD5.71 -29.9% | 37 qtrs — |
| 33 | POINT72 ASSET MANAGEMENT, L.P. | 47.5K +47.5K (+100.0%) | 190.0K +190.0K (+100.0%) | 0.12% +0.122 pp | 0.00% +0.000 pp | USD4.00 +0.0% | 1 qtrs NEW |
| 34 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 46.8K +46.8K (+100.0%) | 187.4K +187.4K (+100.0%) | 0.12% +0.121 pp | 0.00% +0.001 pp | USD4.00 +0.0% | 1 qtrs NEW |
| 35 | ALGERT GLOBAL LLC | 45.5K +45.5K (+100.0%) | 182.0K +182.0K (+100.0%) | 0.12% +0.117 pp | 0.00% +0.003 pp | USD4.00 +0.0% | 1 qtrs NEW |
| 36 | HUDSON BAY CAPITAL MANAGEMENT LP | 43.3K +43.3K (+100.0%) | 173.2K +173.2K (+100.0%) | 0.11% +0.112 pp | 0.00% +0.001 pp | USD4.00 +0.0% | 1 qtrs NEW |
| 37 | PRELUDE CAPITAL MANAGEMENT, LLC | 39.3K +27.2K (+224.7%) | 157.2K +131.3K (+506.8%) | 0.10% +0.070 pp | 0.01% +0.010 pp | USD3.56 +12.4% | 4 qtrs — |
| 38 | QUBE RESEARCH & TECHNOLOGIES LTD | 36.7K +36.7K (+100.0%) | 146.9K +146.9K (+100.0%) | 0.09% +0.095 pp | 0.00% +0.000 pp | USD4.00 +0.0% | 1 qtrs NEW |
| 39 | OMERS ADMINISTRATION CORP | 36.5K +36.5K (+100.0%) | 146.0K +146.0K (+100.0%) | 0.09% +0.094 pp | 0.00% +0.001 pp | USD4.00 +0.0% | 1 qtrs NEW |
| 40 | UBS GROUP AG | 33.8K +29.8K (+742.2%) | 135.2K +126.6K (+1,474.4%) | 0.09% +0.077 pp | 0.00% +0.000 pp | USD3.77 +6.1% | 13 qtrs — |
| 41 | MILLENNIUM MANAGEMENT LLC | 33.7K +33.7K (+100.0%) | 134.8K +134.8K (+100.0%) | 0.09% +0.087 pp | 0.00% +0.000 pp | USD4.00 +0.0% | 1 qtrs NEW |
| 42 | QUARTZ PARTNERS, LLC | 28.8K -537.0 (-1.8%) | 115.1K +52.4K (+83.5%) | 0.07% -0.001 pp | 0.04% +0.020 pp | USD2.40 +66.7% | 5 qtrs — |
| 43 | AMERICAN CENTURY COMPANIES INC | 28.2K +28.2K (+100.0%) | 112.6K +112.6K (+100.0%) | 0.07% +0.073 pp | 0.00% +0.000 pp | USD4.00 +0.0% | 1 qtrs NEW |
| 44 | MAIN STREET FINANCIAL SOLUTIONS, LLC | 28.1K -134.4K (-82.7%) | 112.5K -235.3K (-67.7%) | 0.07% -0.342 pp | 0.01% -0.014 pp | USD2.14 +86.9% | 21 qtrs — |
| 45 | MORGAN STANLEY | 28.0K +6.3K (+28.8%) | 111.9K +65.4K (+140.8%) | 0.07% +0.017 pp | 0.00% +0.000 pp | USD2.61 +53.3% | 16 qtrs — |
| 46 | CENTIVA CAPITAL, LP | 24.4K +24.4K (+100.0%) | 97.6K +97.6K (+100.0%) | 0.06% +0.063 pp | 0.00% +0.001 pp | USD4.00 +0.0% | 1 qtrs NEW |
| 47 | XTX TOPCO LTD | 23.4K +23.4K (+100.0%) | 93.6K +93.6K (+100.0%) | 0.06% +0.060 pp | 0.00% +0.003 pp | USD4.00 +0.0% | 1 qtrs NEW |
| 48 | KATHMERE CAPITAL MANAGEMENT, LLC | 19.3K +19.3K (+100.0%) | 77.3K +77.3K (+100.0%) | 0.05% +0.050 pp | 0.01% +0.005 pp | USD4.00 +0.0% | 8 qtrs — |
| 49 | ADVISOR GROUP HOLDINGS, INC. | 19.3K +19.0K (+6,267.7%) | 77.2K +76.5K (+11,865.3%) | 0.05% +0.049 pp | 0.00% +0.000 pp | USD3.97 +0.8% | 7 qtrs — |
| 50 | OCCUDO QUANTITATIVE STRATEGIES LP | 17.8K +17.8K (+100.0%) | 71.0K +71.0K (+100.0%) | 0.05% +0.046 pp | 0.00% +0.005 pp | USD4.00 +0.0% | 1 qtrs NEW |
| 51 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 17.4K +— (+0.0%) | 69.8K +32.4K (+86.9%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD3.45 +15.9% | 16 qtrs — |
| 52 | LPL FINANCIAL LLC | 14.9K +4.0K (+36.7%) | 59.6K +36.3K (+155.5%) | 0.04% +0.011 pp | 0.00% +0.000 pp | USD2.72 +47.1% | 5 qtrs — |
| 53 | PRUDENTIAL FINANCIAL INC | 14.9K +1.0K (+7.2%) | 59.6K +29.9K (+100.4%) | 0.04% +0.003 pp | 0.00% +0.000 pp | USD2.11 +89.6% | 12 qtrs — |
| 54 | BALYASNY ASSET MANAGEMENT L.P. | 14.7K +14.7K (+100.0%) | 58.7K +58.7K (+100.0%) | 0.04% +0.038 pp | 0.00% +0.000 pp | USD4.00 +0.0% | 1 qtrs NEW |
| 55 | SQUAREPOINT OPS LLC | 14.3K +14.3K (+100.0%) | 57.1K +57.1K (+100.0%) | 0.04% +0.037 pp | 0.00% +0.000 pp | USD4.00 +0.0% | 3 qtrs — |
| 56 | TWO SIGMA SECURITIES, LLC | 10.7K -997.0 (-8.5%) | 42.7K +17.7K (+71.0%) | 0.03% -0.002 pp | 0.01% +0.002 pp | USD2.14 +86.9% | 6 qtrs — |
| 57 | CITIGROUP INC | 8.3K +8.3K (+100.0%) | 33.4K +33.4K (+100.0%) | 0.02% +0.022 pp | 0.00% +0.000 pp | USD4.00 +0.0% | 1 qtrs NEW |
| 58 | GROUP ONE TRADING, L.P. | 6.3K +6.3K (+100.0%) | 25.3K +25.3K (+100.0%) | 0.02% +0.016 pp | 0.00% +0.000 pp | USD4.00 +0.0% | 1 qtrs NEW |
| 59 | STATE OF WYOMING | 6.0K +6.0K (+100.0%) | 23.8K +23.8K (+100.0%) | 0.02% +0.015 pp | 0.00% +0.003 pp | USD4.00 +0.0% | 3 qtrs — |
| 60 | NEWEDGE ADVISORS, LLC | 2.6K +140.0 (+5.6%) | 10.6K +5.2K (+97.3%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD2.34 +70.9% | 7 qtrs — |
| 61 | JPMORGAN CHASE & CO | 2.1K +2.0K (+8,196.0%) | 8.3K +8.2K (+15,263.0%) | 0.01% +0.005 pp | 0.00% +0.000 pp | USD3.97 +0.8% | 16 qtrs — |
| 62 | FMR LLC | 1.4K -148.0 (-9.3%) | 5.8K +2.4K (+69.6%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD3.72 +7.5% | 37 qtrs — |
| 63 | JONES FINANCIAL COMPANIES LLLP | 800.00 +— (+0.0%) | 3.2K +1.5K (+86.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD2.14 +86.9% | 2 qtrs — |
| 64 | SBI SECURITIES CO., LTD. | 6.00 +— (+0.0%) | 24.00 +11.0 (+84.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD2.17 +84.3% | 5 qtrs — |
| 65 | HIGHLINE WEALTH PARTNERS LLC | — -5.0K (-100.0%) | — -10.7K (-100.0%) | 0.00% -0.013 pp | 0.00% -0.003 pp | USD— | 3 qtrs SOLD |
| 66 | BARCLAYS PLC | — -37.0 (-100.0%) | — -79.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 67 | MAN GROUP PLC | — -68.7K (-100.0%) | — -147.0K (-100.0%) | 0.00% -0.175 pp | 0.00% 0.000 pp | USD— | 11 qtrs SOLD |
| 68 | TOWER RESEARCH CAPITAL LLC (TRC) | — -1.1K (-100.0%) | — -2.5K (-100.0%) | 0.00% -0.003 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Invesco Dorsey Wright SmallCap Momentum ETF DWAS | 0.35% | 1.66M | 0.60% |
| 2 | Royce Quant Small-Cap Quality Value ETF SQLV | 0.16% | 46.3K | 0.60% |
| 3 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.05% | 896.9K | 0.47% |
| 4 | iShares Micro-Cap ETF IWC | 0.03% | 488.9K | 0.60% |
| 5 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.02% | 237.8K | 0.20% |
| 6 | Invesco Russell 2000 Dynamic Multifactor ETF OMFS | 0.01% | 39.1K | 0.39% |
| 7 | iShares Russell 2000 Value ETF IWN | 0.01% | 1.17M | 0.24% |
| 8 | Avantis U.S. Small Cap Equity ETF AVSC | 0.01% | 226.6K | 0.25% |
| 9 | Avantis U.S. Small Cap Value ETF AVUV | 0.01% | 2.03M | 0.25% |
| 10 | U.S. Micro Cap Portfolio ETF DFMC | 0.01% | 550.2K | 0.43% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-17 | Young James Douglas | Officer | F-InKind | D | Common Stock | 2,500 | 4.08 | 10.2K | 375,428 | D | ↗ |
| 2026-03-17 | YOUNG WILLIAM JOHN | Officer | F-InKind | D | Common Stock | 3,885 | 4.08 | 15.9K | 621,672 | D | ↗ |
| 2026-03-17 | YOUNG CHARLES EDWIN | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 5,811 | 4.08 | 23.7K | 1,520,844 | D | ↗ |
| 2026-03-17 | WHELAN RONALD P | Officer | F-InKind | D | Common Stock | 2,614 | 4.08 | 10.7K | 468,497 | D | ↗ |
| 2026-03-17 | KISZKA ROBERT | Officer | F-InKind | D | Common Stock | 2,591 | 4.08 | 10.6K | 542,191 | D | ↗ |
| 2026-03-17 | Beckelman Lee E | Officer | F-InKind | D | Common Stock | 3,321 | 4.08 | 13.5K | 775,166 | D | ↗ |
| 2026-03-11 | Pawlenty Timothy | Director | S-Sale | D | Common Stock | 27,975 | 3.66 | 102.4K | 220,547 | D | ↗ |
| 2026-03-10 | Porcelli Francis Michael | Director | S-Sale | D | Common Stock | 75,000 | 3.87 | 290.3K | 744,060 | D | ↗ |
| 2026-03-09 | Porcelli Francis Michael | Director | S-Sale | D | Common Stock | 50,000 | 3.78 | 189.0K | 819,060 | D | ↗ |
| 2026-03-05 | Porcelli Francis Michael | Director | S-Sale | D | Common Stock | 150,000 | 4.02 | 603.0K | 869,060 | D | ↗ |
| 2026-03-04 | Porcelli Francis Michael | Director | S-Sale | D | Common Stock | 100,000 | 4.03 | 403.0K | 1,019,060 | D | ↗ |
| 2026-02-28 | Young James Douglas | Officer | F-InKind | D | Common Stock | 5,977 | 5.19 | 31.0K | 377,928 | D | ↗ |
| 2026-02-28 | YOUNG WILLIAM JOHN | Officer | F-InKind | D | Common Stock | 9,291 | 5.19 | 48.2K | 625,557 | D | ↗ |
| 2026-02-28 | YOUNG CHARLES EDWIN | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 13,896 | 5.19 | 72.1K | 1,526,655 | D | ↗ |
| 2026-02-28 | WHELAN RONALD P | Officer | F-InKind | D | Common Stock | 6,250 | 5.19 | 32.4K | 471,111 | D | ↗ |
| 2026-02-28 | SPEAKER ANDREW R | Director | F-InKind | D | Common Stock | 12,469 | 5.19 | 64.7K | 977,353 | D | ↗ |
| 2026-02-28 | KISZKA ROBERT | Officer | F-InKind | D | Common Stock | 6,194 | 5.19 | 32.1K | 515,836 | D | ↗ |
| 2026-02-28 | Beckelman Lee E | Officer | F-InKind | D | Common Stock | 7,941 | 5.19 | 41.2K | 778,487 | D | ↗ |
| 2026-02-27 | Young James Douglas | Officer | A-Award | A | Common Stock | 18,587 | 0.00 | — | 373,155 | D | ↗ |
| 2026-02-27 | YOUNG WILLIAM JOHN | Officer | A-Award | A | Common Stock | 27,879 | 0.00 | — | 619,328 | D | ↗ |
| 2026-02-27 | YOUNG CHARLES EDWIN | Director / Officer / 10% Owner | A-Award | A | Common Stock | 48,788 | 0.00 | — | 1,508,993 | D | ↗ |
| 2026-02-27 | WHELAN RONALD P | Officer | A-Award | A | Common Stock | 18,587 | 0.00 | — | 467,097 | D | ↗ |
| 2026-02-27 | KISZKA ROBERT | Officer | A-Award | A | Common Stock | 18,587 | 0.00 | — | 540,617 | D | ↗ |
| 2026-02-27 | Beckelman Lee E | Officer | A-Award | A | Common Stock | 27,879 | 0.00 | — | 768,395 | D | ↗ |
| 2026-02-22 | Young James Douglas | Officer | F-InKind | D | Common Stock | 7,837 | 5.25 | 41.1K | 354,568 | D | ↗ |
| 2026-02-22 | YOUNG WILLIAM JOHN | Officer | F-InKind | D | Common Stock | 12,260 | 5.25 | 64.4K | 591,449 | D | ↗ |
| 2026-02-22 | YOUNG CHARLES EDWIN | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 17,423 | 5.25 | 91.5K | 1,460,205 | D | ↗ |
| 2026-02-22 | WHELAN RONALD P | Officer | F-InKind | D | Common Stock | 8,756 | 5.25 | 46.0K | 448,510 | D | ↗ |
| 2026-02-22 | KISZKA ROBERT | Officer | F-InKind | D | Common Stock | 8,618 | 5.25 | 45.2K | 522,030 | D | ↗ |
| 2026-02-22 | Beckelman Lee E | Officer | F-InKind | D | Common Stock | 10,632 | 5.25 | 55.8K | 740,516 | D | ↗ |
| 2026-01-01 | Green Christopher M. | Officer | F-InKind | D | Common Stock, par value $0.001 per share | 1,268 | 4.00 | 5.1K | 51,622 | D | ↗ |
| 2025-12-16 | Green Christopher M. | Officer | F-InKind | D | Common Stock, par value $0.001 per share | 1,069 | 3.63 | 3.9K | 52,890 | D | ↗ |
| 2025-11-28 | WHELAN RONALD P | Officer | P-Purchase | A | Common Stock | 4,325 | 2.91 | 12.6K | 457,266 | D | ↗ |
| 2025-11-26 | WHELAN RONALD P | Officer | P-Purchase | A | Common Stock | 3,333 | 2.94 | 9.8K | 452,941 | D | ↗ |
| 2025-09-05 | YOUNG CHARLES EDWIN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 20,000 | 1.91 | 38.2K | 1,477,628 | D | ↗ |
| 2025-09-04 | YOUNG CHARLES EDWIN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 8,401 | 1.92 | 16.1K | 1,457,628 | D | ↗ |
| 2025-09-03 | YOUNG CHARLES EDWIN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 10,630 | 1.89 | 20.1K | 1,449,227 | D | ↗ |
| 2025-08-28 | Green Christopher M. | Officer | S-Sale | D | Common Stock, par value $0.001 per share | 11,500 | 1.95 | 22.4K | 53,959 | D | ↗ |
| 2025-08-19 | YOUNG CHARLES EDWIN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 8,910 | 1.96 | 17.5K | 1,438,597 | D | ↗ |
| 2025-08-18 | YOUNG CHARLES EDWIN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 11,498 | 1.87 | 21.5K | 1,429,687 | D | ↗ |
| 2025-08-15 | YOUNG CHARLES EDWIN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 29,592 | 1.92 | 56.8K | 1,418,189 | D | ↗ |
| 2025-07-30 | Young James Douglas | Officer | F-InKind | D | Common Stock | 4,857 | 2.08 | 10.1K | 362,405 | D | ↗ |
| 2025-07-30 | YOUNG WILLIAM JOHN | Officer | F-InKind | D | Common Stock | 7,551 | 2.08 | 15.7K | 603,709 | D | ↗ |
| 2025-07-30 | WHELAN RONALD P | Officer | F-InKind | D | Common Stock | 5,080 | 2.08 | 10.6K | 449,608 | D | ↗ |
| 2025-07-30 | KISZKA ROBERT | Officer | F-InKind | D | Common Stock | 5,034 | 2.08 | 10.5K | 530,648 | D | ↗ |
| 2025-07-30 | Green Christopher M. | Officer | F-InKind | D | Common Stock, par value $0.001 per share | 908 | 2.08 | 1.9K | 65,459 | D | ↗ |
| 2025-07-30 | Beckelman Lee E | Officer | F-InKind | D | Common Stock | 6,454 | 2.08 | 13.4K | 751,148 | D | ↗ |
| 2025-07-23 | Green Christopher M. | Officer | A-Award | A | Common Stock, par value $0.001 per share | 24,390 | 0.00 | — | 66,367 | D | ↗ |
| 2025-07-10 | Green Christopher M. | Officer | F-InKind | D | Common Stock, par value $0.001 per share | 2,038 | 2.07 | 4.2K | 41,977 | D | ↗ |
| 2025-06-07 | Young James Douglas | Officer | F-InKind | D | Common Stock | 2,500 | 1.92 | 4.8K | 367,262 | D | ↗ |
| 2025-06-07 | YOUNG WILLIAM JOHN | Officer | F-InKind | D | Common Stock | 3,885 | 1.92 | 7.5K | 611,260 | D | ↗ |
| 2025-06-07 | WHELAN RONALD P | Officer | F-InKind | D | Common Stock | 2,614 | 1.92 | 5.0K | 454,688 | D | ↗ |
| 2025-06-07 | KISZKA ROBERT | Officer | F-InKind | D | Common Stock | 2,591 | 1.92 | 5.0K | 535,682 | D | ↗ |
| 2025-06-07 | Beckelman Lee E | Officer | F-InKind | D | Common Stock | 3,321 | 1.92 | 6.4K | 757,602 | D | ↗ |
| 2025-03-17 | Young James Douglas | Officer | F-InKind | D | Common Stock | 2,500 | 2.38 | 6.0K | 369,762 | D | ↗ |
| 2025-03-17 | YOUNG WILLIAM JOHN | Officer | F-InKind | D | Common Stock | 3,886 | 2.38 | 9.2K | 615,145 | D | ↗ |
| 2025-03-17 | YOUNG CHARLES EDWIN | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 5,811 | 2.38 | 13.8K | 1,388,597 | D | ↗ |
| 2025-03-17 | WHELAN RONALD P | Officer | F-InKind | D | Common Stock | 2,614 | 2.38 | 6.2K | 457,302 | D | ↗ |
| 2025-03-17 | KISZKA ROBERT | Officer | F-InKind | D | Common Stock | 2,591 | 2.38 | 6.2K | 538,273 | D | ↗ |
| 2025-03-17 | Beckelman Lee E | Officer | F-InKind | D | Common Stock | 3,321 | 2.38 | 7.9K | 760,923 | D | ↗ |
| 2025-03-05 | Young James Douglas | Officer | A-Award | A | Common Stock | 8,363 | 0.00 | — | 368,976 | D | ↗ |
| 2025-03-05 | YOUNG WILLIAM JOHN | Officer | A-Award | A | Common Stock | 12,546 | 0.00 | — | 613,655 | D | ↗ |
| 2025-03-05 | YOUNG CHARLES EDWIN | Director / Officer / 10% Owner | A-Award | A | Common Stock | 21,954 | 0.00 | — | 1,381,943 | D | ↗ |
| 2025-03-05 | WHELAN RONALD P | Officer | A-Award | A | Common Stock | 8,363 | 0.00 | — | 456,848 | D | ↗ |
| 2025-03-05 | KISZKA ROBERT | Officer | F-InKind | D | Common Stock | 5,857 | 2.10 | 12.3K | 540,864 | D | ↗ |
| 2025-03-05 | Beckelman Lee E | Officer | A-Award | A | Common Stock | 12,546 | 0.00 | — | 757,594 | D | ↗ |
| 2025-02-28 | Young James Douglas | Officer | A-Award | A | Common Stock | 86,957 | 0.00 | — | 360,613 | D | ↗ |
| 2025-02-28 | YOUNG WILLIAM JOHN | Officer | A-Award | A | Common Stock | 130,435 | 0.00 | — | 601,109 | D | ↗ |
| 2025-02-28 | YOUNG CHARLES EDWIN | Director / Officer / 10% Owner | A-Award | A | Common Stock | 228,261 | 0.00 | — | 1,359,989 | D | ↗ |
| 2025-02-28 | WHELAN RONALD P | Officer | A-Award | A | Common Stock | 86,957 | 0.00 | — | 448,485 | D | ↗ |
| 2025-02-28 | Spurlin Sharon | Director | A-Award | A | Common Stock | 39,130 | 0.00 | — | 239,961 | D | ↗ |
| 2025-02-28 | SPEAKER ANDREW R | Director | A-Award | A | Common Stock | 39,130 | 0.00 | — | 989,822 | D | ↗ |
| 2025-02-28 | Porcelli Frank | Director | A-Award | A | Common Stock | 39,130 | 0.00 | — | 1,119,060 | D | ↗ |
| 2025-02-28 | Pawlenty Timothy | Director | A-Award | A | Common Stock | 39,130 | 0.00 | — | 248,522 | D | ↗ |
| 2025-02-28 | KISZKA ROBERT | Officer | A-Award | A | Common Stock | 86,957 | 0.00 | — | 529,388 | D | ↗ |
| 2025-02-28 | Beckelman Lee E | Officer | A-Award | A | Common Stock | 130,435 | 0.00 | — | 745,048 | D | ↗ |
| 2025-02-22 | Young James Douglas | Officer | F-InKind | D | Common Stock | 8,451 | 2.25 | 19.0K | 273,656 | D | ↗ |
| 2025-02-22 | YOUNG WILLIAM JOHN | Officer | F-InKind | D | Common Stock | 13,064 | 2.25 | 29.4K | 470,674 | D | ↗ |
| 2025-02-22 | YOUNG CHARLES EDWIN | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 18,625 | 2.25 | 41.9K | 1,131,728 | D | ↗ |
| 2025-02-22 | WHELAN RONALD P | Officer | F-InKind | D | Common Stock | 8,776 | 2.25 | 19.7K | 361,528 | D | ↗ |
| 2025-02-22 | SPEAKER ANDREW R | Director | F-InKind | D | Common Stock | 15,676 | 2.25 | 35.3K | 950,692 | D | ↗ |
| 2025-02-22 | KISZKA ROBERT | Officer | F-InKind | D | Common Stock | 8,709 | 2.25 | 19.6K | 442,431 | D | ↗ |
| 2025-02-22 | Beckelman Lee E | Officer | F-InKind | D | Common Stock | 11,463 | 2.25 | 25.8K | 614,613 | D | ↗ |
| 2025-01-01 | Green Christopher M. | Officer | F-InKind | D | Common Stock, par value $0.001 per share | 1,268 | 2.25 | 2.9K | 44,015 | D | ↗ |
| 2024-12-16 | Green Christopher M. | Officer | F-InKind | D | Common Stock, par value $0.001 per share | 1,069 | 2.21 | 2.4K | 45,283 | D | ↗ |
| 2024-08-23 | SPEAKER ANDREW R | Director | F-InKind | D | Common Stock | 5,530 | 2.10 | 11.6K | 966,368 | — | ↗ |
| 2024-08-16 | Green Christopher M. | Officer | S-Sale | D | Common Stock, par value $0.001 per share | 33,000 | 1.96 | 64.7K | 46,352 | — | ↗ |
| 2024-07-30 | Young James Douglas | Officer | F-InKind | D | Common Stock | 4,857 | 2.09 | 10.2K | 282,107 | — | ↗ |
| 2024-07-30 | YOUNG WILLIAM JOHN | Officer | F-InKind | D | Common Stock | 7,551 | 2.09 | 15.8K | 483,738 | — | ↗ |
| 2024-07-30 | YOUNG CHARLES EDWIN | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 11,294 | 2.09 | 23.6K | 1,150,353 | — | ↗ |
| 2024-07-30 | WHELAN RONALD P | Officer | F-InKind | D | Common Stock | 5,080 | 2.09 | 10.6K | 370,304 | — | ↗ |
| 2024-07-30 | KISZKA ROBERT | Officer | F-InKind | D | Common Stock | 5,034 | 2.09 | 10.5K | 451,140 | — | ↗ |
| 2024-07-30 | Green Christopher M. | Officer | F-InKind | D | Common Stock, par value $0.001 per share | 909 | 2.09 | 1.9K | 79,352 | — | ↗ |
| 2024-07-30 | Beckelman Lee E | Officer | F-InKind | D | Common Stock | 6,453 | 2.09 | 13.5K | 626,076 | — | ↗ |
| 2024-07-10 | Green Christopher M. | Officer | A-Award | A | Common Stock, par value $0.001 per share | 24,122 | 0.00 | — | 80,261 | — | ↗ |
| 2024-06-07 | Young James Douglas | Officer | F-InKind | D | Common Stock | 2,500 | 2.08 | 5.2K | 286,964 | — | ↗ |
| 2024-06-07 | YOUNG WILLIAM JOHN | Officer | F-InKind | D | Common Stock | 3,886 | 2.08 | 8.1K | 491,289 | — | ↗ |
| 2024-06-07 | YOUNG CHARLES EDWIN | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 5,811 | 2.08 | 12.1K | 1,161,647 | — | ↗ |
| 2024-06-07 | WHELAN RONALD P | Officer | F-InKind | D | Common Stock | 2,614 | 2.08 | 5.4K | 375,384 | — | ↗ |
| 2024-06-07 | KISZKA ROBERT | Officer | F-InKind | D | Common Stock | 2,591 | 2.08 | 5.4K | 456,174 | — | ↗ |
| 2024-06-07 | Beckelman Lee E | Officer | F-InKind | D | Common Stock | 3,321 | 2.08 | 6.9K | 632,529 | — | ↗ |
| 2024-03-17 | Young James Douglas | Officer | F-InKind | D | Common Stock | 2,981 | 1.90 | 5.7K | 289,464 | — | ↗ |
| 2024-03-17 | YOUNG WILLIAM JOHN | Officer | F-InKind | D | Common Stock | 4,608 | 1.90 | 8.8K | 495,175 | — | ↗ |
| 2024-03-17 | YOUNG CHARLES EDWIN | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 5,670 | 1.90 | 10.8K | 1,167,458 | — | ↗ |
| 2024-03-17 | WHELAN RONALD P | Officer | F-InKind | D | Common Stock | 3,096 | 1.90 | 5.9K | 377,998 | — | ↗ |
| 2024-03-17 | KISZKA ROBERT | Officer | F-InKind | D | Common Stock | 3,072 | 1.90 | 5.8K | 458,765 | — | ↗ |
| 2024-03-17 | Beckelman Lee E | Officer | F-InKind | D | Common Stock | 4,044 | 1.90 | 7.7K | 635,850 | — | ↗ |
| 2024-03-12 | Young James Douglas | Officer | A-Award | A | Common Stock | 11,777 | 0.00 | — | 296,307 | — | ↗ |
| 2024-03-12 | YOUNG WILLIAM JOHN | Officer | F-InKind | D | Common Stock | 5,970 | 1.94 | 11.6K | 499,783 | — | ↗ |
| 2024-03-12 | YOUNG CHARLES EDWIN | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 7,390 | 1.94 | 14.3K | 1,173,128 | — | ↗ |
| 2024-03-12 | WHELAN RONALD P | Officer | A-Award | A | Common Stock | 11,777 | 0.00 | — | 385,105 | — | ↗ |
| 2024-03-12 | KISZKA ROBERT | Officer | F-InKind | D | Common Stock | 3,980 | 1.94 | 7.7K | 461,837 | — | ↗ |
| 2024-03-12 | Beckelman Lee E | Officer | A-Award | A | Common Stock | 17,666 | 0.00 | — | 645,132 | — | ↗ |
| 2024-03-01 | Young James Douglas | Officer | A-Award | A | Common Stock | 11,777 | 0.00 | — | 288,392 | — | ↗ |
| 2024-03-01 | YOUNG WILLIAM JOHN | Officer | F-InKind | D | Common Stock | 5,970 | 1.98 | 11.8K | 488,087 | — | ↗ |
| 2024-03-01 | YOUNG CHARLES EDWIN | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 9,167 | 1.98 | 18.2K | 1,149,602 | — | ↗ |
| 2024-03-01 | WHELAN RONALD P | Officer | F-InKind | D | Common Stock | 4,011 | 1.98 | 7.9K | 373,328 | — | ↗ |
| 2024-03-01 | KISZKA ROBERT | Officer | F-InKind | D | Common Stock | 3,980 | 1.98 | 7.9K | 454,040 | — | ↗ |
| 2024-03-01 | Beckelman Lee E | Officer | F-InKind | D | Common Stock | 5,238 | 1.98 | 10.4K | 627,466 | — | ↗ |
| 2024-02-22 | Young James Douglas | Officer | A-Award | A | Common Stock | 103,093 | 0.00 | — | 276,615 | — | ↗ |
| 2024-02-22 | YOUNG WILLIAM JOHN | Officer | A-Award | A | Common Stock | 154,639 | 0.00 | — | 476,391 | — | ↗ |
| 2024-02-22 | YOUNG CHARLES EDWIN | Director / Officer / 10% Owner | A-Award | A | Common Stock | 270,619 | 0.00 | — | 1,127,853 | — | ↗ |
| 2024-02-22 | WHELAN RONALD P | Officer | A-Award | A | Common Stock | 103,093 | 0.00 | — | 365,562 | — | ↗ |
| 2024-02-22 | Spurlin Sharon | Director | A-Award | A | Common Stock | 46,392 | 0.00 | — | 200,831 | — | ↗ |
| 2024-02-22 | SPEAKER ANDREW R | Director | A-Award | A | Common Stock | 46,392 | 0.00 | — | 971,898 | — | ↗ |
| 2024-02-22 | Porcelli Frank | Director | A-Award | A | Common Stock | 46,392 | 0.00 | — | 1,079,930 | — | ↗ |
| 2024-02-22 | Pawlenty Timothy | Director | A-Award | A | Common Stock | 46,392 | 0.00 | — | 209,392 | — | ↗ |
| 2024-02-22 | KISZKA ROBERT | Officer | A-Award | A | Common Stock | 103,093 | 0.00 | — | 446,243 | — | ↗ |
| 2024-02-22 | Beckelman Lee E | Officer | A-Award | A | Common Stock | 154,639 | 0.00 | — | 615,038 | — | ↗ |
| 2023-12-18 | Young James Douglas | Officer | F-InKind | D | Common Stock | 5,455 | 1.91 | 10.4K | 173,522 | — | ↗ |
| 2023-12-18 | YOUNG WILLIAM JOHN | Officer | F-InKind | D | Common Stock | 8,480 | 1.91 | 16.2K | 321,752 | — | ↗ |
| 2023-12-18 | YOUNG CHARLES EDWIN | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 12,683 | 1.91 | 24.2K | 857,234 | — | ↗ |
| 2023-12-18 | WHELAN RONALD P | Officer | F-InKind | D | Common Stock | 5,705 | 1.91 | 10.9K | 262,469 | — | ↗ |
| 2023-12-18 | KISZKA ROBERT | Officer | F-InKind | D | Common Stock | 5,653 | 1.91 | 10.8K | 343,150 | — | ↗ |
| 2023-12-18 | Beckelman Lee E | Officer | F-InKind | D | Common Stock | 7,248 | 1.91 | 13.8K | 460,399 | — | ↗ |
| 2023-12-01 | SPEAKER ANDREW R | Director | S-Sale | D | Common Stock | 75,333 | 1.97 | 148.4K | 925,506 | — | ↗ |
| 2023-08-23 | Spurlin Sharon | Director | A-Award | A | Common Stock | 16,364 | 1.82 | 29.8K | 154,439 | — | ↗ |
| 2023-08-23 | SPEAKER ANDREW R | Director | A-Award | A | Common Stock | 16,364 | 1.82 | 29.8K | 1,000,839 | — | ↗ |
| 2023-08-23 | Porcelli Frank | Director | A-Award | A | Common Stock | 16,364 | 1.82 | 29.8K | 1,033,538 | — | ↗ |
| 2023-08-23 | Pawlenty Timothy | Director | A-Award | A | Common Stock | 16,364 | 1.82 | 29.8K | 163,000 | — | ↗ |
| 2023-08-23 | Feliciano Jose Enrique | Director | A-Award | A | Common Stock, par value $0.001 per share | 16,364 | 1.82 | 29.8K | 16,364 | — | ↗ |
| 2023-07-30 | Young James Douglas | Officer | F-InKind | D | Common Stock | 4,857 | 1.79 | 8.7K | 178,977 | — | ↗ |
| 2023-07-30 | YOUNG WILLIAM JOHN | Officer | F-InKind | D | Common Stock | 7,551 | 1.79 | 13.5K | 330,232 | — | ↗ |
| 2023-07-30 | YOUNG CHARLES EDWIN | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 11,294 | 1.79 | 20.2K | 869,917 | — | ↗ |
| 2023-07-30 | WHELAN RONALD P | Officer | F-InKind | D | Common Stock | 5,080 | 1.79 | 9.1K | 268,174 | — | ↗ |
| 2023-07-30 | KISZKA ROBERT | Officer | F-InKind | D | Common Stock | 5,034 | 1.79 | 9.0K | 348,803 | — | ↗ |
| 2023-07-30 | Beckelman Lee E | Officer | F-InKind | D | Common Stock | 6,454 | 1.79 | 11.6K | 467,647 | — | ↗ |
| 2023-06-16 | SPEAKER ANDREW R | Director | F-InKind | D | Common Stock | 5,530 | 1.69 | 9.3K | 984,475 | — | ↗ |
| 2023-06-07 | Young James Douglas | Officer | F-InKind | D | Common Stock | 2,500 | 1.56 | 3.9K | 183,834 | — | ↗ |
| 2023-06-07 | YOUNG WILLIAM JOHN | Officer | F-InKind | D | Common Stock | 3,885 | 1.56 | 6.1K | 337,783 | — | ↗ |
| 2023-06-07 | YOUNG CHARLES EDWIN | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 5,811 | 1.56 | 9.1K | 881,211 | — | ↗ |
| 2023-06-07 | WHELAN RONALD P | Officer | F-InKind | D | Common Stock | 2,614 | 1.56 | 4.1K | 273,254 | — | ↗ |
| 2023-06-07 | SHEARER RICHARD J | Officer | F-InKind | D | Common Stock | 1,919 | 1.56 | 3.0K | 98,924 | — | ↗ |
| 2023-06-07 | KISZKA ROBERT | Officer | F-InKind | D | Common Stock | 2,591 | 1.56 | 4.0K | 353,837 | — | ↗ |
| 2023-06-07 | Beckelman Lee E | Officer | F-InKind | D | Common Stock | 3,321 | 1.56 | 5.2K | 474,101 | — | ↗ |
| 2023-03-17 | Young James Douglas | Officer | A-Award | A | Common Stock | 36,364 | 0.00 | — | 186,334 | — | ↗ |
| 2023-03-17 | YOUNG WILLIAM JOHN | Officer | A-Award | A | Common Stock | 54,545 | 0.00 | — | 341,668 | — | ↗ |
| 2023-03-17 | YOUNG CHARLES EDWIN | Director / Officer / 10% Owner | A-Award | A | Common Stock | 95,455 | 0.00 | — | 887,022 | — | ↗ |
| 2023-03-17 | WHELAN RONALD P | Officer | A-Award | A | Common Stock | 36,364 | 0.00 | — | 275,868 | — | ↗ |
| 2023-03-17 | SHEARER RICHARD J | Officer | A-Award | A | Common Stock | 32,727 | 0.00 | — | 100,843 | — | ↗ |
| 2023-03-17 | KISZKA ROBERT | Officer | A-Award | A | Common Stock | 36,364 | 0.00 | — | 356,428 | — | ↗ |
| 2023-03-17 | Beckelman Lee E | Officer | A-Award | A | Common Stock | 54,545 | 0.00 | — | 477,422 | — | ↗ |
| 2023-03-14 | CLEARLAKE CAPITAL GROUP, L.P. | Director | S-Sale | D | Common Stock, par value $0.001 per share | 5,175,688 | 1.72 | 8.88M | 0 | — | ↗ |
| 2023-03-06 | Green Christopher M. | Officer | — | D | Common Stock, par value $0.001 per share | 0 | 0.00 | — | 56,139 | — | ↗ |
| 2022-12-19 | CLEARLAKE CAPITAL GROUP, L.P. | Director | S-Sale | D | Common Stock, par value $0.001 per share | 1,807,082 | 1.91 | 3.46M | 5,175,688 | — | ↗ |
| 2022-12-18 | Young James Douglas | Officer | F-InKind | D | Common Stock | 5,453 | 1.71 | 9.3K | 149,970 | — | ↗ |
| 2022-12-18 | YOUNG WILLIAM JOHN | Officer | F-InKind | D | Common Stock | 8,476 | 1.71 | 14.5K | 287,123 | — | ↗ |
| 2022-12-18 | YOUNG CHARLES EDWIN | Officer | F-InKind | D | Common Stock | 12,683 | 1.71 | 21.7K | 791,567 | — | ↗ |
| 2022-12-18 | WHELAN RONALD P | Officer | F-InKind | D | Common Stock | 5,735 | 1.71 | 9.8K | 239,504 | — | ↗ |
| 2022-12-18 | KISZKA ROBERT | Officer | F-InKind | D | Common Stock | 5,651 | 1.71 | 9.7K | 320,064 | — | ↗ |
| 2022-12-18 | Beckelman Lee E | Officer | F-InKind | D | Common Stock | 7,247 | 1.71 | 12.4K | 422,877 | — | ↗ |
| 2022-09-19 | CLEARLAKE CAPITAL GROUP, L.P. | Director / 10% Owner | S-Sale | D | Common Stock, par value $0.001 per share | 1,265,137 | 1.91 | 2.42M | 6,982,770 | — | ↗ |
| 2022-07-30 | Young James Douglas | Officer | F-InKind | D | Common Stock | 4,856 | 2.42 | 11.8K | 155,423 | — | ↗ |
| 2022-07-30 | YOUNG WILLIAM JOHN | Officer | F-InKind | D | Common Stock | 7,548 | 2.42 | 18.3K | 295,599 | — | ↗ |
| 2022-07-30 | YOUNG CHARLES EDWIN | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 11,294 | 2.42 | 27.3K | 804,250 | — | ↗ |
| 2022-07-30 | WHELAN RONALD P | Officer | F-InKind | D | Common Stock | 5,107 | 2.42 | 12.4K | 245,239 | — | ↗ |
| 2022-07-30 | SPEAKER ANDREW R | Director | F-InKind | D | Common Stock | 15,546 | 2.42 | 37.6K | 990,005 | — | ↗ |
| 2022-07-30 | KISZKA ROBERT | Officer | F-InKind | D | Common Stock | 5,032 | 2.42 | 12.2K | 325,715 | — | ↗ |
| 2022-07-30 | KEYSTONE CRANBERRY, LLC | Director | F-InKind | D | Common Stock | 11,294 | 2.42 | 27.3K | 804,250 | — | ↗ |
| 2022-07-30 | Beckelman Lee E | Officer | F-InKind | D | Common Stock | 6,454 | 2.42 | 15.6K | 430,124 | — | ↗ |
| 2022-06-17 | Feliciano Jose Enrique | Director | S-Sale | D | Common Stock, par value $0.001 per share | 2,552,462 | 3.18 | 8.11M | 8,200,204 | — | ↗ |
| 2022-06-17 | CLEARLAKE CAPITAL GROUP, L.P. | Director / 10% Owner | S-Sale | D | Common Stock, par value $0.001 per share | 2,552,462 | 3.18 | 8.11M | 8,200,204 | — | ↗ |
| 2022-06-16 | Spurlin Sharon | Director | A-Award | A | Common Stock | 16,364 | 0.00 | — | 138,075 | — | ↗ |
| 2022-06-16 | SPEAKER ANDREW R | Director | A-Award | A | Common Stock | 16,364 | 0.00 | — | 1,005,551 | — | ↗ |
| 2022-06-16 | Porcelli Frank | Director | A-Award | A | Common Stock | 16,364 | 0.00 | — | 1,017,174 | — | ↗ |
| 2022-06-16 | Pawlenty Timothy | Director | A-Award | A | Common Stock | 16,364 | 0.00 | — | 146,636 | — | ↗ |
| 2022-06-16 | Feliciano Jose Enrique | Director | A-Award | A | Common Stock, par value $0.001 per share | 16,364 | 0.00 | — | 64,067 | — | ↗ |
| 2022-06-07 | Young James Douglas | Officer | A-Award | A | Common Stock | 36,364 | 0.00 | — | 160,279 | — | ↗ |
| 2022-06-07 | YOUNG WILLIAM JOHN | Officer | A-Award | A | Common Stock | 54,545 | 0.00 | — | 303,147 | — | ↗ |
| 2022-06-07 | YOUNG CHARLES EDWIN | Director / Officer / 10% Owner | A-Award | A | Common Stock | 95,455 | 0.00 | — | 815,544 | — | ↗ |
| 2022-06-07 | WHELAN RONALD P | Officer | A-Award | A | Common Stock | 36,364 | 0.00 | — | 250,346 | — | ↗ |
| 2022-06-07 | SHEARER RICHARD J | Officer | A-Award | A | Common Stock | 32,727 | 0.00 | — | 68,116 | — | ↗ |
| 2022-06-07 | KISZKA ROBERT | Officer | A-Award | A | Common Stock | 36,364 | 0.00 | — | 330,747 | — | ↗ |
| 2022-06-07 | KEYSTONE CRANBERRY, LLC | Director | A-Award | A | Common Stock | 95,455 | 0.00 | — | 815,544 | — | ↗ |
| 2022-06-07 | Beckelman Lee E | Officer | A-Award | A | Common Stock | 54,545 | 0.00 | — | 436,578 | — | ↗ |
| 2022-05-31 | YOUNG WILLIAM JOHN | Officer | S-Sale | D | Common Stock | 29,296 | 3.46 | 101.4K | 248,602 | — | ↗ |
| 2022-05-23 | Beckelman Lee E | Officer | S-Sale | D | Common Stock | 28,596 | 3.27 | 93.5K | 382,033 | — | ↗ |
| 2022-05-20 | Beckelman Lee E | Officer | S-Sale | D | Common Stock | 21,404 | 3.30 | 70.6K | 410,629 | — | ↗ |
| 2022-04-30 | Young James Douglas | Officer | F-InKind | D | Common Stock | 1,879 | 4.35 | 8.2K | 123,915 | — | ↗ |
| 2022-04-30 | YOUNG WILLIAM JOHN | Officer | F-InKind | D | Common Stock | 2,864 | 4.35 | 12.5K | 302,631 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Charles E. Young | 577.5K | 1.16M | 1.01M | — | — | 69.3K | 2.81M | 35.95% | ↗ |
| 2 | 2025 | Lee E. Beckelman | 412.0K | 515.0K | 575.3K | — | — | 14.0K | 1.52M | 37.94% | ↗ |
| 3 | 2025 | William John Young | 396.0K | 495.0K | 575.3K | — | — | 17.9K | 1.48M | 38.76% | ↗ |
| 4 | 2024 | Charles E. Young Chief Executive Officer | 577.5K | 577.5K | 1.05M | — | — | 71.3K | 2.28M | 46.13% | ↗ |
| 5 | 2024 | Lee E. Beckelman Chief Financial Officer | 412.0K | 206.0K | 600.0K | — | — | 24.5K | 1.24M | 48.29% | ↗ |
| 6 | 2024 | William John Young Chief Operating Officer | 396.0K | 198.0K | 600.0K | — | — | 19.5K | 1.21M | 49.44% | ↗ |
| 7 | 2023 | Charles E. Young Chief Executive Officer | 567.4K | 645.4K | 315.0K | — | — | 47.4K | 1.58M | 20.00% | ↗ |
| 8 | 2023 | Lee E. Beckelman Chief Financial Officer | 409.7K | 258.1K | 180.0K | — | — | 30.4K | 878.2K | 20.50% | ↗ |
| 9 | 2023 | William John Young Chief Operating Officer | 389.1K | 207.9K | 180.0K | — | — | 19.1K | 796.1K | 22.61% | ↗ |
| 10 | 2022 | Charles E. Young Chief Executive Officer | 525.0K | 208.5K | 707.0K | — | — | 40.3K | 1.48M | 47.74% | ↗ |
| 11 | 2022 | Lee E. Beckelman Chief Financial Officer | 400.0K | 85.8K | 404.0K | — | — | 38.1K | 927.9K | 43.54% | ↗ |
| 12 | 2022 | William John Young Chief Operating Officer | 360.0K | 77.2K | 404.0K | — | — | 16.3K | 857.5K | 47.11% | ↗ |
| 13 | 2021 | Charles E. Young Chief Executive Officer | 525.0K | 105.0K | 1.08M | — | — | 48.1K | 1.76M | 61.45% | ↗ |
| 14 | 2021 | Lee E. Beckelman Chief Financial Officer | 400.0K | 80.0K | 617.6K | — | — | 28.2K | 1.13M | 54.86% | ↗ |
| 15 | 2021 | James D. Young Executive Vice President, General Counsel and Secretary | 330.0K | 330.0K | 435.3K | — | — | 26.4K | 1.12M | 38.81% | ↗ |
| 16 | 2020 | Charles E. Young Chief Executive Officer | 488.7K | 183.7K | — | — | — | 66.4K | 783.8K | 0.00% | ↗ |
| 17 | 2020 | Lee E. Beckelman Chief Financial Officer | 376.9K | 140.0K | — | — | — | 20.7K | 537.6K | 0.00% | ↗ |
| 18 | 2020 | Robert Kiszka EVP Operations | 359.9K | 131.3K | — | — | — | 27.5K | 518.6K | 0.00% | ↗ |
| 19 | 2019 | Charles E. Young Chief Executive Officer | 525.0K | 508.4K | 1.08M | — | — | 72.3K | 2.19M | 49.51% | ↗ |
| 20 | 2019 | Lee E. Beckelman Chief Financial Officer | 400.0K | 386.8K | 619.6K | — | — | 25.9K | 1.43M | 43.26% | ↗ |
| 21 | 2019 | William John Young Chief Operating Officer | 330.0K | 349.3K | 619.6K | — | — | 25.5K | 1.32M | 46.78% | ↗ |
| 22 | 2018 | Charles E. Young Chief Executive Officer | 512.3K | 140.9K | 959.0K | — | — | 56.0K | 1.67M | 57.49% | ↗ |
| 23 | 2018 | Lee E. Beckelman Chief Financial Officer | 388.3K | 106.8K | 575.4K | — | — | 19.8K | 1.09M | 52.78% | ↗ |
| 24 | 2018 | William John Young Chief Operating Officer | 310.2K | 85.3K | 575.4K | — | — | 19.3K | 990.1K | 58.12% | ↗ |
| 25 | 2017 | Charles E. Young Chief Executive Officer | 500.0K | 250.0K | 1.30M | — | — | 71.4K | 2.12M | 61.22% | ↗ |
| 26 | 2017 | Lee E. Beckelman Chief Financial Officer | 354.8K | 195.1K | 665.7K | — | — | 25.5K | 1.24M | 53.64% | ↗ |
| 27 | 2017 | Robert Kiszka Executive Vice President of Operations | 375.0K | 187.5K | 523.6K | — | — | 35.6K | 1.12M | 46.68% | ↗ |
| 28 | 2016 | Charles E. Young Chief Executive Officer | 450.0K | 548.5K | — | — | — | 231.1K | 1.23M | 0.00% | ↗ |
| 29 | 2016 | Lee E. Beckelman Chief Financial Officer | 270.0K | 554.1K | 101.6K | — | — | 29.4K | 955.2K | 10.64% | ↗ |
| 30 | 2016 | Robert Kiszka Executive Vice President of Operations | 337.5K | 317.6K | 76.2K | — | — | 28.6K | 760.0K | 10.03% | ↗ |
| 31 | 2015 | Charles E. Young Chief Executive Officer | 498.1K | — | — | — | — | 210.6K | 708.7K | 0.00% | ↗ |
| 32 | 2015 | Robert Kiszka Executive Vice President of Operations | 373.6K | — | — | — | — | 23.5K | 397.0K | 0.00% | ↗ |
| 33 | 2015 | Lee E. Beckelman Chief Financial Officer | 298.8K | — | — | — | — | 11.9K | 310.8K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Charles Edwin Young | Chief Executive Officer & Director | 2M | male |
| Lee E. Beckelman | Chief Financial Officer | 941.0K | male |
| William John Young | Chief Operating Officer | 908.9K | male |
| James Douglas Young | Executive Vice President, General Counsel & Secretary | 686.4K | male |
| Robert Kiszka | Executive Vice President of Operations | 518.6K | male |
| Andrew Robert Speaker | Chairman of the Board & Senior Advisor on Special Projects | 106.0K | male |
| Christopher Green | Vice President of Accounting & Controller | — | male |
| Ronald Whelan | Executive Vice President of Last Mile Solutions | — | male |
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Community Opinion for SND
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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