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Smart Sand, Inc. (SND)

USD4.83 -0.24 (-4.64%)
US NASDAQ Energy Oil & Gas Equipment & Services
Address 1000 Floral Vale Boulevard 19067
Yardley, PA, US
CEO Charles E. Young
IPO 2016-11-04
CIK 1529628 ISIN US83191H1077

Explore sections of this company profile

Description

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.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD4.83 -0.24 (-4.64%)
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Volume Profile
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Liquidity & share structure
Average Volume
371.5K
Beta
0.30
Float Shares
27.38M
Free Float %
63.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-11.00% -5.53% -8.17% -13.99% +86.64% +15.25% +113.43% +199.35% +109.55% -58.05% -58.05%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (14 ratings, all time) Hold
Price Targets & DCF
Current price
4.83
Low 2.25 -53.4%
Consensus 2.25 -53.4%
Median 2.25 -53.4%
High 2.25 -53.4%
DCF (Unlevered) 1.69 -65.0%
DCF (Levered) 14.16 +193.4%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 0% Bullish
Rating 2025-06 Change
Strong Buy 0 0
Buy 0 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 1
2.25
-53.4%
Quality scores
Altman Z-Score
2.73
Grey zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
2 / 10
No MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
4 / 5
High
P/E Score
1 / 5
Low
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
  • 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)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.41) × ERP
WACC = 84% × Ke + 16% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 1.69 Current price: 4.83
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
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
Historical Ratings (3M)
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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
54.12M
OE per share TTM
1.38
Owner's Yield
28.28%
Maintenance CapEx ratio
688.77%
Maint CapEx / Avg PPE
115.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
18
Total invested
24.43M
Insider transactions (90d)
0
Beneficial owners (>5%)
11
Beneficial owners (>5%)
# 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)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
18
-49 vs prev Q
New positions
7
Closed positions
53
Increased
14
Reduced
3
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 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
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 53 ETFs in our universe
# 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

Insider Activity — Latest Quarter
Ratio by transactions
0.38
Bearish
Ratio by volume
0.54
Neutral
Buys
12
Sells
32
Shares acquired
349.0K
Shares disposed
650.9K
Cash buys
Cash sales
5.00
Net activity
-301,912
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-17 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

Top executives
EBIT / Employee
-12.7K
Shares Outstanding
42.99M

Executive compensation

Executive compensation (annual)
# 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%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-22 DEFA14A
2026-04-22 DEF 14A
2025-04-23 DEFA14A
2025-04-23 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-04-22 DEFA14A
2026-04-22 DEF 14A
2026-04-22 ARS
2026-04-09 8-K
2026-03-19 4
2026-03-19 4
2026-03-19 4
2026-03-19 4
2026-03-19 4
2026-03-19 4

Executive team

NameTitleCompensationGender
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
ESG Rating
B
OIL & GAS EQUIPMENT & SERVICES
2025
E (Environmental)
60.2 / 62.9
Company / Sector avg.
S (Social)
57.9 / 64.9
Company / Sector avg.
G (Governance)
59.0 / 64.1
Company / Sector avg.
ESG Total
59.1 / 64.0
Company / Sector avg.
ESG Score History OIL & GAS EQUIPMENT & SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits