Sonic Foundry, Inc. (SOFO)
Madison, WI, US
Sonic Foundry, Inc. delivers comprehensive video solutions and services tailored for the evolving digital landscape, including distance education and corporate communications, serving clients across the United States, Europe, the Middle East, Asia, and other international regions. The cornerstone of their offering is the Mediasite Video platform, which streamlines the capture, organization, distribution, and retrieval of live and on-demand streaming video content. They also provide Mediasite Cloud, a Software-as-a-Service (SaaS) solution for hosting and managing customer video assets. Their suite of Mediasite Video Capture tools encompasses various options: Mediasite Recorder and Recorder Pro are integrated room devices designed for scheduled recordings and advanced audio/visual integration; Mediasite Mobile Recorders offer portability for capturing and streaming high-quality video; Mediasite Mosaic empowers users like educators, staff, and students to produce videos, screencasts, and presentations directly from their computers or mobile devices; and Mediasite Catch provides specialized video capture software for classroom environments. Furthermore, the company offers Mediasite Video Management and Delivery solutions to facilitate the handling, searching, analysis, publication, and streaming of video content. Sonic Foundry markets its products to a diverse clientele including academic institutions, businesses, and government organizations, leveraging a multi-channel approach through reseller networks, direct sales teams, and alliances with system integrators. Established in 1991, the company's main office is located in Madison, Wisconsin.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.00% | +0.00% | +0.00% | +0.00% | +0.00% | +0.00% | +0.00% | -99.99% | -100.00% | -100.00% | -100.00% |
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
| Rating | 2024-11 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Software - Application: +13.0%-19.5% Q3'23: -14.3% (vs Q3'22)
-
EPS growth Software - Application: +28.6%-125.0% Q3'23: -24.0% (vs Q3'22)
-
FCF margin FCF growth · Software - Application: +45.3%-82.2% Q3'23: -22.9% (vs Q3'22)
-
EBIT margin Software - Application: +9.4%-78.5% Q3'23: -55.2% (vs Q3'22)
-
ROIC Software - Application: +7.5%— Q3'23: +681.3% (vs Q3'22)
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Share dilution Software - Application: +0.0%+20.7% Q3'23: +10.0% (vs Q3'22)
-
Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×-0.89× Q3'23: -1.77× (vs Q3'22)
* 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 |
Sep 2021 actual |
Sep 2022 actual |
Sep 2023 actual |
Sep 2024 actual |
Sep 2025 actual |
|---|---|---|---|---|---|
| Revenue |
35.17M
est: 49.33M (-28.7%)
|
27.47M
est: 28.00M (-1.9%)
|
22.11M
est: 22.30M (-0.9%)
|
6.40M
est.
|
3.00M
est.
|
| EBITDA |
4.45M
est: -7.21M (+161.7%)
|
-5.95M
est: -4.09M (-45.5%)
|
-14.41M
est: -3.26M (-342.3%)
|
-935.1K
est.
|
-438.3K
est.
|
| EBIT |
3.14M
est: -10.04M (+131.2%)
|
-7.29M
est: -5.70M (-27.8%)
|
-17.35M
est: -4.54M (-282.0%)
|
-1.30M
est.
|
-610.9K
est.
|
| Net Income |
3.08M
est: 4.06M (-24.3%)
|
-7.08M
est: -9.08M (+22.0%)
|
-19.35M
est: -20.32M (+4.8%)
|
-18.17M
est.
|
-14.46M
est.
|
| SGA |
16.84M
est: 29.16M (-42.2%)
|
18.20M
est: 16.55M (+10.0%)
|
15.47M
est: 13.18M (+17.4%)
|
3.78M
est.
|
1.77M
est.
|
| EPS |
0.37
est: 0.34 (+8.8%)
|
-0.72
est: -0.76 (+5.3%)
|
-1.62
est: -1.70 (+4.7%)
|
-1.52
est.
|
-1.21
est.
|
Owner Earnings
Ownership Overview
Ownership breakdown not available.
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Kent C. McCarthy | 2.76M | 19.80% | 270.8K | — | 270.8K | — | IN | USA | 2014-02-07 | ↗ |
| 2 | 033 ASSET MANAGEMENT, LLC | 2.56M | 11.00% | 2.56M | — | — | — | IA | DELAWARE, USA | 2006-02-13 | ↗ |
| 3 | 52-2032702 | 2.29M | 7.99% | — | — | — | 2.29M | CO | Delaware | 2002-02-15 | ↗ |
| 4 | 98-0204603 | 2.29M | 7.99% | — | 2.29M | — | 2.29M | PN | Delaware | 2002-02-15 | ↗ |
| 5 | Grove Management Limited | 2.29M | 7.99% | — | 2.29M | — | 2.29M | CO | Delaware | 2002-02-15 | ↗ |
| 6 | Olivier Morali | 2.29M | 7.99% | — | — | — | 2.29M | IN | Delaware | 2002-02-15 | ↗ |
| 7 | Oskar P. Lewnowski | 2.29M | 7.99% | — | 2.29M | — | 2.29M | IN | Delaware | 2002-02-15 | ↗ |
| 8 | Winchester Fiduciary Services Limited | 2.29M | 7.99% | — | 2.29M | — | 2.29M | CO | Delaware | 2002-02-15 | ↗ |
| 9 | Winchester Global Trust Company Limited | 2.29M | 7.99% | — | 2.29M | — | 2.29M | CO | Delaware | 2002-02-15 | ↗ |
| 10 | Andrew D. Burish | 1.08M | 18.00% | 1.08M | — | 1.08M | 1.08M | IN | USA | 2019-02-12 | ↗ |
| 11 | Mark D. Burish | 397.9K | 8.90% | 397.9K | — | 397.9K | 10.00 | IN | USA | 2017-02-14 | ↗ |
| 12 | WealthTrust Axiom LLC | 352.4K | 7.17% | — | — | 352.4K | — | IA | USA | 2019-01-07 | ↗ |
| 13 | Bank of America Corporation | 6.2K | 43.20% | 196.9K | — | 196.9K | — | HC | USA | 2012-03-08 | ↗ |
| 14 | Engaged Capital II Offshore Ltd. | — | 0.00% | — | — | 440.4K | — | CO | USA | 2014-02-10 | ↗ |
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
This company is not held by any ETF in our universe.
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023-04-05 | St. Lawrence William | Director | A-Award | A | Common Stock | 14,835 | 0.91 | 13.5K | 14,835 | — | ↗ |
| 2023-04-05 | BURISH MARK D | Director / 10% Owner | A-Award | A | Common Stock | 31,868 | 0.91 | 29.0K | 4,860,726 | — | ↗ |
| 2023-03-10 | Wiegand Brian | Director | A-Award | A | Non-Employee Director Stock Option | 2,000 | 0.91 | 1.8K | 22,000 | — | ↗ |
| 2023-03-10 | St. Lawrence William | Director | A-Award | A | Non-Employee Director Stock Option | 2,000 | 0.91 | 1.8K | 8,000 | — | ↗ |
| 2023-03-10 | Murphy Nelson A | Director | A-Award | A | Non-Employee Director Stock Option | 2,500 | 0.91 | 2.3K | 17,000 | — | ↗ |
| 2023-03-10 | BURISH MARK D | Director / 10% Owner | A-Award | A | Non-Employee Director Stock Option | 2,000 | 0.91 | 1.8K | 20,000 | — | ↗ |
| 2023-01-02 | Mozden Joe Jr | Officer | A-Award | A | Employee Stock Option | 175,000 | 0.00 | — | 855,000 | — | ↗ |
| 2023-01-02 | MINOR KENNETH A | Officer | A-Award | A | Employee Stock Option | 5,000 | 0.00 | — | 10,000 | — | ↗ |
| 2023-01-02 | Lipps Robert M | Officer | A-Award | A | Employee Stock Option | 25,000 | 0.00 | — | 155,160 | — | ↗ |
| 2022-12-15 | Wiegand Brian | Director | S-Sale | D | Common Stock | 5,786 | 0.88 | 5.1K | 35,304 | — | ↗ |
| 2022-12-08 | Mozden Joe Jr | Officer | A-Award | A | Employee Stock Option | 90,000 | 0.00 | — | 680,000 | — | ↗ |
| 2022-11-16 | BURISH MARK D | Director | A-Award | A | Common Stock | 1,176,471 | 1.02 | 1.20M | 4,828,858 | — | ↗ |
| 2022-10-13 | Busslinger Ron W | 10% Owner | — | D | Common shares | 0 | 0.00 | — | 1,090,426 | — | ↗ |
| 2022-08-17 | Wiegand Brian | Director | S-Sale | D | Common Stock | 25,000 | 1.44 | 36.0K | 41,090 | — | ↗ |
| 2022-08-17 | Mozden Joe Jr | Officer | P-Purchase | A | Common Stock | 12,500 | 1.44 | 18.0K | 28,200 | — | ↗ |
| 2022-08-17 | MINOR KENNETH A | Officer | P-Purchase | A | Common Stock | 12,500 | 1.44 | 18.0K | 29,020 | — | ↗ |
| 2022-06-24 | St. Lawrence William | Director | — | D | Non-Employee Director Stock Option | 2,000 | 3.75 | 7.5K | 0 | — | ↗ |
| 2022-06-24 | Jangda Taha | Director | — | D | Non-Employee Director Stock Option | 2,000 | 3.75 | 7.5K | 0 | — | ↗ |
| 2022-05-12 | St. Lawrence William | Director | — | D | Non-Employee Director Stock Option | 2,000 | 4.20 | 8.4K | 0 | — | ↗ |
| 2022-05-12 | Jangda Taha | Director | — | D | Non-Employee Director Stock Option | 2,000 | 4.20 | 8.4K | 0 | — | ↗ |
| 2022-04-04 | KOPKO FREDERICK H JR | Director | A-Award | A | Common Stock | 3,194 | 3.13 | 10.0K | 82,481 | — | ↗ |
| 2022-04-04 | Jangda Taha | Director | A-Award | A | Common Stock | 3,194 | 3.13 | 10.0K | 5,575 | — | ↗ |
| 2022-04-04 | BURISH MARK D | Director | A-Award | A | Common Stock | 9,265 | 3.13 | 29.0K | 3,652,387 | — | ↗ |
| 2022-03-14 | Murphy Nelson A | Director | S-Sale | D | Common Stock | 2,200 | 3.60 | 7.9K | 47,308 | — | ↗ |
| 2022-03-14 | Mozden Joe Jr | Officer | A-Award | A | Common Stock | 2,200 | 3.60 | 7.9K | 15,700 | — | ↗ |
| 2022-03-10 | Wiegand Brian | Director | A-Award | A | Non-Employee Director Stock Option | 2,000 | 3.80 | 7.6K | 24,000 | — | ↗ |
| 2022-03-10 | St. Lawrence William | Director | A-Award | A | Non-Employee Director Stock Option | 2,000 | 0.00 | — | 6,000 | — | ↗ |
| 2022-03-10 | Murphy Nelson A | Director | A-Award | A | Non-Employee Director Stock Option | 1,500 | 0.00 | — | 14,500 | — | ↗ |
| 2022-03-10 | KOPKO FREDERICK H JR | Director | A-Award | A | Non-Employee Director Stock Option | 2,000 | 3.80 | 7.6K | 20,000 | — | ↗ |
| 2022-03-10 | Jangda Taha | Director | A-Award | A | Non-Employee Director Stock Option | 2,000 | 0.00 | — | 6,000 | — | ↗ |
| 2022-03-10 | BURISH MARK D | Director | A-Award | A | Non-Employee Director Stock Option | 2,000 | 0.00 | — | 20,000 | — | ↗ |
| 2021-12-21 | Mozden Joe Jr | Director / Officer | A-Award | A | Employee Stock Option | 60,000 | 2.95 | 177.0K | 410,000 | — | ↗ |
| 2021-12-01 | MINOR KENNETH A | Officer | A-Award | A | Employee Stock Option | 5,000 | 3.70 | 18.5K | 5,000 | — | ↗ |
| 2021-12-01 | Lipps Robert M | Officer | A-Award | A | Employee Stock Option | 10,000 | 3.70 | 37.0K | 170,160 | — | ↗ |
| 2021-09-14 | Murphy Nelson A | Director | S-Sale | D | Common Stock | 1,000 | 3.86 | 3.9K | 49,509 | — | ↗ |
| 2021-09-13 | Murphy Nelson A | Director | S-Sale | D | Common Stock | 1,500 | 4.08 | 6.1K | 50,508 | — | ↗ |
| 2021-09-10 | Murphy Nelson A | Director | S-Sale | D | Common Stock | 1,000 | 4.17 | 4.2K | 52,008 | — | ↗ |
| 2021-07-27 | BURISH MARK D | Director / 10% Owner | A-Award | A | Common Stock | 337,838 | 3.70 | 1.25M | 3,643,122 | — | ↗ |
| 2021-07-01 | Mozden Joe Jr | Director / Officer | A-Award | A | Common Stock | 1,000 | 0.00 | — | 13,500 | — | ↗ |
| 2021-06-24 | Wiegand Brian | Director | A-Award | A | Non-Employee Director Stock Option | 2,000 | 3.75 | 7.5K | 20,000 | — | ↗ |
| 2021-06-24 | Murphy Nelson A | Director | A-Award | A | Non-Employee Director Stock Option | 2,000 | 3.75 | 7.5K | 11,000 | — | ↗ |
| 2021-06-24 | KOPKO FREDERICK H JR | Director | A-Award | A | Non-Employee Director Stock Option | 2,000 | 3.75 | 7.5K | 20,000 | — | ↗ |
| 2021-06-24 | Jangda Taha | Director | — | D | Common Stock | 0 | 0.00 | — | 2,381 | — | ↗ |
| 2021-06-24 | BURISH MARK D | Director / 10% Owner | A-Award | A | Non-Employee Director Stock Option | 2,000 | 3.75 | 7.5K | 20,000 | — | ↗ |
| 2021-04-30 | BURISH MARK D | Director / 10% Owner | A-Award | A | Common Stock | 13,841 | 4.35 | 60.2K | 3,305,284 | — | ↗ |
| 2020-12-23 | Mozden Joe Jr | Director / Officer | P-Purchase | A | Common Stock | 12,500 | 3.11 | 38.9K | 12,500 | — | ↗ |
| 2020-12-23 | Boyd Kelsy L | Officer | P-Purchase | A | Common Stock | 10,000 | 3.11 | 31.1K | 10,000 | — | ↗ |
| 2020-10-20 | Mozden Joe Jr | Director | — | D | Employee Common Stock Options | 150,000 | 3.16 | 474.0K | 0 | — | ↗ |
| 2020-10-08 | Boyd Kelsy L | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-05-13 | BURISH MARK D | Director / 10% Owner | A-Award | A | Common Stock | 1,114,723 | 5.00 | 5.57M | 3,291,443 | — | ↗ |
| 2020-01-02 | Murphy Nelson A | Director | A-Award | A | Common Stock | 743 | 1.01 | 750.43 | 50,903 | — | ↗ |
| 2020-01-02 | KOPKO FREDERICK H JR | Director | A-Award | A | Common Stock | 7,734 | 1.39 | 10.8K | 76,334 | — | ↗ |
| 2020-01-02 | BURISH MARK D | Director / 10% Owner | A-Award | A | Common Stock | 833 | 0.90 | 749.70 | 2,176,720 | — | ↗ |
| 2019-09-12 | Wiegand Brian | Director | A-Award | A | Non-employee Director Stock Option | 2,000 | 1.39 | 2.8K | 16,000 | — | ↗ |
| 2019-09-12 | Slayton David | Director | A-Award | A | Non-employee Director Stock Option | 2,000 | 1.39 | 2.8K | 6,000 | — | ↗ |
| 2019-09-12 | Murphy Nelson A | Director | A-Award | A | Non-employee Director Stock Option | 2,000 | 1.39 | 2.8K | 6,500 | — | ↗ |
| 2019-09-12 | KOPKO FREDERICK H JR | Director | A-Award | A | Non-employee Director Stock Option | 2,000 | 1.39 | 2.8K | 22,000 | — | ↗ |
| 2019-09-12 | BURISH MARK D | Director / 10% Owner | A-Award | A | Non-employee Director Stock Option | 2,000 | 1.39 | 2.8K | 20,000 | — | ↗ |
| 2019-07-31 | Norregaard Michael | Officer | A-Award | A | Common Stock | 188 | 0.56 | 105.28 | 6,000 | — | ↗ |
| 2019-07-03 | Norregaard Michael | Officer | A-Award | A | Common Stock | 812 | 0.56 | 454.72 | 5,812 | — | ↗ |
| 2019-06-05 | Wiegand Brian | Director | A-Award | A | Common Stock | 42,955 | 1.10 | 47.3K | 66,090 | — | ↗ |
| 2019-06-05 | Slayton David | Director | A-Award | A | Common Stock | 46,068 | 1.10 | 50.7K | 56,667 | — | ↗ |
| 2019-06-05 | Murphy Nelson A | Director | A-Award | A | Common Stock | 41,905 | 1.10 | 46.1K | 41,905 | — | ↗ |
| 2019-06-05 | KOPKO FREDERICK H JR | Director | A-Award | A | Common Stock | 29,318 | 1.10 | 32.2K | 68,600 | — | ↗ |
| 2019-06-05 | BURISH MARK D | Director / 10% Owner | A-Award | A | Common Stock | 63,864 | 1.10 | 70.3K | 2,151,492 | — | ↗ |
| 2019-05-17 | BURISH MARK D | Director / 10% Owner | C-Conversion | A | Common Stock | 491,753 | 4.23 | 2.08M | 2,087,628 | — | ↗ |
| 2019-04-25 | BURISH MARK D | Director / 10% Owner | C-Conversion | A | Common Stock | 728,155 | 1.18 | 859.2K | 1,595,875 | — | ↗ |
| 2019-03-04 | Norregaard Michael | Officer | — | D | Employee Common Stock Option | 2,500 | 4.75 | 11.9K | 0 | — | ↗ |
| 2019-01-22 | Burish Andrew D. | 10% Owner | P-Purchase | A | Common Stock | 23,901 | 1.25 | 29.9K | 773,291 | — | ↗ |
| 2019-01-18 | Burish Andrew D. | 10% Owner | P-Purchase | A | Common Stock | 6,099 | 1.00 | 6.1K | 36,099 | — | ↗ |
| 2018-11-17 | Slayton David | Director | — | D | Non-employee Director Stock Option | 2,000 | 3.32 | 6.6K | 0 | — | ↗ |
| 2018-11-17 | Murphy Nelson A | Director | — | D | Non-employee Director Stock Option | 2,000 | 3.32 | 6.6K | 0 | — | ↗ |
| 2018-11-15 | BURISH MARK D | Director / 10% Owner | C-Conversion | A | Common Stock | 169,741 | 4.23 | 718.0K | 867,720 | — | ↗ |
| 2018-09-26 | WEIS GARY | Director / Officer | A-Award | A | Common Stock | 10,012 | 4.75 | 47.6K | 95,886 | — | ↗ |
| 2018-09-26 | MINOR KENNETH A | Officer | D-Return | D | Employee Common Stock Option | 4,320 | 4.75 | 20.5K | 275,850 | — | ↗ |
| 2018-08-23 | BURISH MARK D | Director / 10% Owner | C-Conversion | A | Common Stock | 169,488 | 4.23 | 716.9K | 697,979 | — | ↗ |
| 2018-06-08 | Burish Andrew D. | 10% Owner | C-Conversion | D | 9% Cumulative Voting Convertible Preferred Stock, Series A | 242 | 910.00 | 220.2K | 0 | — | ↗ |
| 2018-06-08 | BURISH MARK D | Director / 10% Owner | C-Conversion | A | Common Stock | 156,712 | 4.23 | 662.9K | 528,598 | — | ↗ |
| 2018-05-17 | Wiegand Brian | Director | A-Award | A | Non-employee Director Stock Option | 2,000 | 2.24 | 4.5K | 14,000 | — | ↗ |
| 2018-05-17 | Slayton David | Director | A-Award | A | Non-employee Director Stock Option | 2,000 | 2.24 | 4.5K | 4,000 | — | ↗ |
| 2018-05-17 | Murphy Nelson A | Director | A-Award | A | Non-employee Director Stock Option | 500 | 2.24 | 1.1K | 4,500 | — | ↗ |
| 2018-05-17 | KOPKO FREDERICK H JR | Director | A-Award | A | Non-employee Director Stock Option | 2,000 | 2.24 | 4.5K | 20,000 | — | ↗ |
| 2018-05-17 | BURISH MARK D | Director / 10% Owner | A-Award | A | Non-employee Director Stock Option | 2,000 | 2.24 | 4.5K | 18,000 | — | ↗ |
| 2018-04-16 | Burish Andrew D. | 10% Owner | P-Purchase | A | Common Stock | 232,558 | 2.15 | 500.0K | 692,558 | — | ↗ |
| 2018-01-31 | Burish Andrew D. | 10% Owner | P-Purchase | A | Common Stock | 8,550 | 2.45 | 20.9K | 30,000 | — | ↗ |
| 2018-01-17 | WEIS GARY | Director / Officer | A-Award | A | Employee Common Stock Option | 92,857 | 2.49 | 231.2K | 488,249 | — | ↗ |
| 2018-01-17 | MINOR KENNETH A | Officer | A-Award | A | Employee Common Stock Option | 51,071 | 2.49 | 127.2K | 280,170 | — | ↗ |
| 2018-01-17 | Lipps Robert M | Officer | A-Award | A | Employee Common Stock Option | 51,071 | 2.49 | 127.2K | 294,350 | — | ↗ |
| 2017-12-27 | Burish Andrew D. | 10% Owner | P-Purchase | A | Common Stock | 1,450 | 2.56 | 3.7K | 21,450 | — | ↗ |
| 2017-11-17 | Slayton David | Director | — | D | Common Stock | 0 | 0.00 | — | 10,599 | — | ↗ |
| 2017-11-09 | BURISH MARK D | Director / 10% Owner | P-Purchase | A | 9% Cumulative Voting Convertible Preferred Stock, Series A | 655 | 762.85 | 500.0K | 1,948 | — | ↗ |
| 2017-09-06 | MINOR KENNETH A | Officer | P-Purchase | A | Common Stock | 3,400 | 3.15 | 10.7K | 39,159 | — | ↗ |
| 2017-08-28 | MINOR KENNETH A | Officer | P-Purchase | A | Common Stock | 6,840 | 3.22 | 22.0K | 35,759 | — | ↗ |
| 2017-08-23 | BURISH MARK D | Director / 10% Owner | P-Purchase | A | 9% Cumulative Voting Convertible Preferred Stock, Series A | 655 | 762.85 | 500.0K | 655 | — | ↗ |
| 2017-08-15 | Burish Andrew D. | 10% Owner | P-Purchase | A | Common Stock | 5,000 | 3.54 | 17.7K | 20,000 | — | ↗ |
| 2017-06-08 | Burish Andrew D. | 10% Owner | P-Purchase | A | 9% Cumulative Voting Convertible Preferred Stock, Series A | 220 | 910.00 | 200.0K | 220 | — | ↗ |
| 2017-06-08 | BURISH MARK D | Director / 10% Owner | P-Purchase | A | 9% Cumulative Voting Convertible Preferred Stock, Series A | 55 | 910.00 | 50.0K | 604 | — | ↗ |
| 2017-05-30 | BURISH MARK D | Director / 10% Owner | P-Purchase | A | 9% Cumulative Voting Convertible Preferred Stock, Series A | 549 | 910.00 | 500.0K | 549 | — | ↗ |
| 2017-03-15 | WEIS GARY | Director / Officer | P-Purchase | A | Common Stock | 3,000 | 5.15 | 15.5K | 85,874 | — | ↗ |
| 2017-03-10 | WEIS GARY | Director / Officer | P-Purchase | A | Common Stock | 3,000 | 4.86 | 14.6K | 82,874 | — | ↗ |
| 2017-03-08 | Burish Andrew D. | 10% Owner | P-Purchase | A | Common Stock | 25,000 | 5.20 | 130.0K | 460,000 | — | ↗ |
| 2017-03-07 | Wiegand Brian | Director | A-Award | A | Non-employee Director Stock Option | 2,000 | 4.66 | 9.3K | 12,000 | — | ↗ |
| 2017-03-07 | KOPKO FREDERICK H JR | Director | P-Purchase | A | Common Stock | 6,441 | 3.96 | 25.5K | 39,282 | — | ↗ |
| 2017-03-07 | KLEINMAN DAVID | Director | A-Award | A | Non-employee Director Stock Option | 500 | 4.66 | 2.3K | 27,500 | — | ↗ |
| 2017-03-07 | BURISH MARK D | Director | P-Purchase | A | Common Stock | 16,041 | 3.96 | 63.5K | 371,886 | — | ↗ |
| 2017-02-28 | Burish Andrew D. | 10% Owner | P-Purchase | A | Common Stock | 1,000 | 4.98 | 5.0K | 15,000 | — | ↗ |
| 2017-02-27 | Burish Andrew D. | 10% Owner | — | D | Common Stock | 0 | 0.00 | — | 435,000 | — | ↗ |
| 2017-02-23 | BURISH MARK D | Director | P-Purchase | A | Common Stock | 7,857 | 4.94 | 38.8K | 355,845 | — | ↗ |
| 2016-12-27 | WEIS GARY | Director / Officer | A-Award | A | Employee Common Stock Option | 10,012 | 4.75 | 47.6K | 397,392 | — | ↗ |
| 2016-12-27 | MINOR KENNETH A | Officer | A-Award | A | Employee Common Stock Option | 4,320 | 4.75 | 20.5K | 241,099 | — | ↗ |
| 2016-12-27 | Lipps Robert M | Officer | A-Award | A | Employee Common Stock Option | 41,273 | 4.75 | 196.0K | 244,779 | — | ↗ |
| 2016-03-15 | WEIS GARY | Director / Officer | P-Purchase | A | Common Stock | 1,280 | 6.29 | 8.1K | 79,874 | — | ↗ |
| 2016-03-11 | WEIS GARY | Director / Officer | P-Purchase | A | Common Stock | 3,219 | 6.22 | 20.0K | 78,594 | — | ↗ |
| 2016-03-03 | Wiegand Brian | Director | A-Award | A | Non-employee Director Stock Option | 2,000 | 6.42 | 12.8K | 10,000 | — | ↗ |
| 2016-03-03 | PEERCY PAUL S | Director | A-Award | A | Non-employee Director Stock Option | 2,000 | 6.42 | 12.8K | 22,000 | — | ↗ |
| 2016-03-03 | KOPKO FREDERICK H JR | Director | A-Award | A | Non-employee Director Stock Option | 2,000 | 6.42 | 12.8K | 22,000 | — | ↗ |
| 2016-03-03 | KLEINMAN DAVID | Director | P-Purchase | A | Common Stock | 6,597 | 5.46 | 36.0K | 19,971 | — | ↗ |
| 2016-03-03 | BURISH MARK D | Director | A-Award | A | Non-employee Director Stock Option | 2,000 | 6.42 | 12.8K | 14,000 | — | ↗ |
| 2016-03-02 | WEIS GARY | Director / Officer | P-Purchase | A | Common Stock | 2,000 | 6.19 | 12.4K | 75,375 | — | ↗ |
| 2016-03-01 | WEIS GARY | Director / Officer | P-Purchase | A | Common Stock | 2,818 | 5.76 | 16.2K | 73,375 | — | ↗ |
| 2016-02-29 | WEIS GARY | Director / Officer | P-Purchase | A | Common Stock | 183 | 5.45 | 997.35 | 70,557 | — | ↗ |
| 2015-12-15 | WEIS GARY | Director / Officer | P-Purchase | A | Common Stock | 2,000 | 5.98 | 12.0K | 70,374 | — | ↗ |
| 2015-12-15 | BURISH MARK D | Director | P-Purchase | A | Common Stock | 20,000 | 5.50 | 110.0K | 336,993 | — | ↗ |
| 2015-11-05 | WEIS GARY | Director / Officer | A-Award | A | Employee Stock Option | 50,574 | 7.17 | 362.6K | 314,338 | — | ↗ |
| 2015-11-05 | MINOR KENNETH A | Officer | A-Award | A | Employee Common Stock Option | 27,816 | 7.17 | 199.4K | 195,506 | — | ↗ |
| 2015-11-05 | Lipps Robert M | Officer | A-Award | A | Employee Common Stock Option | 27,816 | 7.17 | 199.4K | 206,756 | — | ↗ |
| 2015-09-04 | MINOR KENNETH A | Officer | P-Purchase | A | Common Stock | 10 | 6.66 | 66.60 | 28,919 | — | ↗ |
| 2015-09-01 | MINOR KENNETH A | Officer | P-Purchase | A | Common Stock | 100 | 6.66 | 666.00 | 28,909 | — | ↗ |
| 2015-08-31 | MINOR KENNETH A | Officer | P-Purchase | A | Common Stock | 200 | 6.66 | 1.3K | 28,809 | — | ↗ |
| 2015-08-28 | PEERCY PAUL S | Director | P-Purchase | A | Common Stock | 200 | 7.00 | 1.4K | 8,914 | — | ↗ |
| 2015-08-28 | MINOR KENNETH A | Officer | P-Purchase | A | Common Stock | 350 | 6.66 | 2.3K | 28,609 | — | ↗ |
| 2015-08-26 | PEERCY PAUL S | Director | P-Purchase | A | Common Stock | 5,300 | 6.99 | 37.0K | 8,714 | — | ↗ |
| 2015-08-25 | PEERCY PAUL S | Director | P-Purchase | A | Common Stock | 500 | 7.00 | 3.5K | 3,414 | — | ↗ |
| 2015-08-24 | MINOR KENNETH A | Officer | P-Purchase | A | Common Stock | 1,100 | 6.54 | 7.2K | 28,259 | — | ↗ |
| 2015-08-24 | BURISH MARK D | Director | P-Purchase | A | Common Stock | 4,362 | 6.50 | 28.4K | 316,993 | — | ↗ |
| 2015-08-21 | MINOR KENNETH A | Officer | P-Purchase | A | Common Stock | 10 | 6.54 | 65.40 | 27,159 | — | ↗ |
| 2015-08-19 | WEIS GARY | Director / Officer | P-Purchase | A | Common Stock | 400 | 6.81 | 2.7K | 68,374 | — | ↗ |
| 2015-08-18 | WEIS GARY | Director / Officer | P-Purchase | A | Common Stock | 1,100 | 6.85 | 7.5K | 67,974 | — | ↗ |
| 2015-08-18 | BURISH MARK D | Director | P-Purchase | A | Common Stock | 700 | 6.40 | 4.5K | 312,631 | — | ↗ |
| 2015-06-15 | WEIS GARY | Director / Officer | P-Purchase | A | Common Stock | 3,000 | 7.33 | 22.0K | 66,874 | — | ↗ |
| 2015-06-15 | PEERCY PAUL S | Director | P-Purchase | A | Common Stock | 500 | 7.35 | 3.7K | 2,914 | — | ↗ |
| 2015-06-11 | WEIS GARY | Director / Officer | P-Purchase | A | Common Stock | 2,000 | 7.28 | 14.6K | 63,874 | — | ↗ |
| 2015-03-05 | Wiegand Brian | Director | A-Award | A | Non-employee Director Stock Option | 2,000 | 8.01 | 16.0K | 8,000 | — | ↗ |
| 2015-03-05 | PEERCY PAUL S | Director | A-Award | A | Non-employee Director Stock Option | 2,000 | 8.01 | 16.0K | 22,000 | — | ↗ |
| 2015-03-05 | KOPKO FREDERICK H JR | Director | A-Award | A | Non-employee Director Stock Option | 2,000 | 8.01 | 16.0K | 20,000 | — | ↗ |
| 2015-03-05 | KLEINMAN DAVID | Director | A-Award | A | Non-employee Director Stock Option | 500 | 8.01 | 4.0K | 27,500 | — | ↗ |
| 2015-03-05 | BURISH MARK D | Director | A-Award | A | Non-employee Director Stock Option | 2,000 | 8.01 | 16.0K | 12,000 | — | ↗ |
| 2014-12-22 | Burish Andrew D. | 10% Owner | — | D | Common Stock Warrants | 38,897 | 14.00 | 544.6K | 0 | — | ↗ |
| 2014-12-22 | BURISH MARK D | Director | P-Purchase | A | Common Stock | 35,905 | 8.36 | 300.2K | 311,931 | — | ↗ |
| 2014-11-10 | WEIS GARY | Director / Officer | A-Award | A | Employee Stock Option | 62,264 | 9.36 | 582.8K | 265,764 | — | ↗ |
| 2014-11-10 | MINOR KENNETH A | Officer | A-Award | A | Employee Stock Option | 34,245 | 9.36 | 320.5K | 172,690 | — | ↗ |
| 2014-11-10 | Lipps Robert M | Officer | A-Award | A | Employee Common Stock Option | 34,245 | 9.36 | 320.5K | 178,940 | — | ↗ |
| 2014-09-02 | KLEINMAN DAVID | Director | P-Purchase | A | Common Stock | 500 | 10.96 | 5.5K | 13,374 | — | ↗ |
| 2014-08-19 | KLEINMAN DAVID | Director | P-Purchase | A | Common Stock | 500 | 10.69 | 5.3K | 12,874 | — | ↗ |
| 2014-03-06 | Wiegand Brian | Director | P-Purchase | A | Common Stock | 2,374 | 9.92 | 23.6K | 14,374 | — | ↗ |
| 2014-03-06 | WEIS GARY | Director / Officer | P-Purchase | A | Common Stock | 2,374 | 9.92 | 23.6K | 61,874 | — | ↗ |
| 2014-03-06 | PEERCY PAUL S | Director | P-Purchase | A | Common Stock | 2,374 | 9.92 | 23.6K | 2,414 | — | ↗ |
| 2014-03-06 | MICHAEL JANOWIAK | Director | A-Award | A | Non-Employee Director Stock Option | 2,000 | 10.07 | 20.1K | 8,000 | — | ↗ |
| 2014-03-06 | KOPKO FREDERICK H JR | Director | A-Award | A | Non-employee Director Stock Option | 2,000 | 10.07 | 20.1K | 18,000 | — | ↗ |
| 2014-03-06 | KLEINMAN DAVID | Director | P-Purchase | A | Common stock | 2,374 | 9.92 | 23.6K | 12,374 | — | ↗ |
| 2014-03-06 | BURISH MARK D | Director | P-Purchase | A | Common Stock | 2,375 | 9.92 | 23.6K | 276,026 | — | ↗ |
| 2014-02-24 | BURISH MARK D | Director | P-Purchase | A | Common Stock | 10,000 | 9.40 | 94.0K | 273,651 | — | ↗ |
| 2014-02-19 | BURISH MARK D | Director | P-Purchase | A | Common Stock | 856 | 9.40 | 8.0K | 263,651 | — | ↗ |
| 2013-10-28 | WEIS GARY | Director / Officer | A-Award | A | Employee Stock Option | 61,500 | 9.45 | 581.2K | 207,500 | — | ↗ |
| 2013-10-28 | MINOR KENNETH A | Officer | A-Award | A | Employee Stock Option | 33,825 | 9.45 | 319.6K | 138,445 | — | ↗ |
| 2013-10-28 | Lipps Robert M | Officer | A-Award | A | Employee Common Stock Option | 33,825 | 9.45 | 319.6K | 144,695 | — | ↗ |
| 2013-08-13 | BURISH MARK D | Director | P-Purchase | A | Common Stock | 10,000 | 8.49 | 84.9K | 262,795 | — | ↗ |
| 2013-07-31 | BURISH MARK D | Director | P-Purchase | A | Common Stock | 10,000 | 8.90 | 89.0K | 252,795 | — | ↗ |
| 2013-07-30 | BURISH MARK D | Director | P-Purchase | A | Common Stock | 800 | 8.90 | 7.1K | 242,795 | — | ↗ |
| 2013-07-23 | Wiegand Brian | Director | — | D | Non-Employee Director Stock Option | 2,000 | 6.99 | 14.0K | 0 | — | ↗ |
| 2013-07-01 | Lipps Robert M | Officer | J-Other | A | Common Stock | 1,000 | 4.98 | 5.0K | 2,075 | — | ↗ |
| 2013-04-15 | Norregaard Michael | Officer | — | D | Employee Common Stock Option | 5,000 | 6.74 | 33.7K | 0 | — | ↗ |
| 2013-03-07 | Wiegand Brian | Director | A-Award | A | Non-employee Director Stock Option | 2,000 | 6.92 | 13.8K | 4,000 | — | ↗ |
| 2013-03-07 | PEERCY PAUL S | Director | A-Award | A | Non-employee Director Stock Option | 2,000 | 6.92 | 13.8K | 22,000 | — | ↗ |
| 2013-03-07 | MICHAEL JANOWIAK | Director | A-Award | A | Non-Employee Director Stock Option | 2,000 | 6.92 | 13.8K | 6,000 | — | ↗ |
| 2013-03-07 | KOPKO FREDERICK H JR | Director | A-Award | A | Non-employee Director Stock Option | 2,000 | 6.92 | 13.8K | 16,000 | — | ↗ |
| 2013-03-07 | KLEINMAN DAVID | Director | A-Award | A | Non-employee Director Stock Option | 500 | 6.92 | 3.5K | 27,000 | — | ↗ |
| 2013-03-07 | BURISH MARK D | Director | A-Award | A | Non-employee Director Stock Option | 2,000 | 6.92 | 13.8K | 8,000 | — | ↗ |
| 2013-02-27 | MINOR KENNETH A | Officer | D-Return | D | Employee Stock Option | 10,000 | 4.20 | 42.0K | 104,620 | — | ↗ |
| 2012-12-13 | WEIS GARY | Director / Officer | P-Purchase | A | Common Stock | 2,500 | 6.22 | 15.6K | 59,500 | — | ↗ |
| 2012-12-12 | BURISH MARK D | Director | P-Purchase | A | Common Stock | 10,000 | 6.41 | 64.1K | 241,995 | — | ↗ |
| 2012-10-17 | WEIS GARY | Director / Officer | A-Award | A | Employee Stock Option | 73,000 | 7.80 | 569.4K | 146,000 | — | ↗ |
| 2012-10-17 | MINOR KENNETH A | Officer | A-Award | A | Employee Stock Option | 40,000 | 7.80 | 312.0K | 114,620 | — | ↗ |
| 2012-10-17 | Lipps Robert M | Officer | A-Award | A | Employee Common Stock Option | 40,000 | 7.80 | 312.0K | 110,870 | — | ↗ |
| 2012-08-24 | Wiegand Brian | Director | P-Purchase | A | Common Stock | 12,000 | 7.25 | 87.0K | 12,000 | — | ↗ |
| 2012-08-24 | WEIS GARY | Director / Officer | P-Purchase | A | Common Stock | 10,000 | 7.25 | 72.5K | 57,000 | — | ↗ |
| 2012-08-24 | KLEINMAN DAVID | Director | P-Purchase | A | Common Stock | 4,000 | 7.25 | 29.0K | 10,000 | — | ↗ |
| 2012-08-24 | BURISH MARK D | Director | P-Purchase | A | Common Stock | 20,000 | 7.25 | 145.0K | 231,995 | — | ↗ |
| 2012-07-02 | Lipps Robert M | Officer | J-Other | A | Common Stock | 1,000 | 6.16 | 6.2K | 1,075 | — | ↗ |
| 2012-06-04 | BURISH MARK D | Director | P-Purchase | A | Common Stock | 19,114 | 7.10 | 135.7K | 211,995 | — | ↗ |
| 2012-04-14 | MICHAEL JANOWIAK | Director | — | D | Non-Employee Director Stock Option | 2,000 | 13.60 | 27.2K | 0 | — | ↗ |
| 2012-03-07 | PEERCY PAUL S | Director | A-Award | A | Non-employee Director Stock Option | 2,000 | 7.39 | 14.8K | 20,000 | — | ↗ |
| 2012-03-07 | MICHAEL JANOWIAK | Director | A-Award | A | Non-Employee Director Stock Option | 2,000 | 7.39 | 14.8K | 4,000 | — | ↗ |
| 2012-03-07 | KOPKO FREDERICK H JR | Director | A-Award | A | Non-employee Director Stock Option | 2,000 | 7.39 | 14.8K | 14,000 | — | ↗ |
| 2012-03-07 | KLEINMAN DAVID | Director | A-Award | A | Non-employee Director Stock Option | 500 | 7.39 | 3.7K | 26,500 | — | ↗ |
| 2012-03-07 | BURISH MARK D | Director | A-Award | A | Non-employee Director Stock Option | 2,000 | 7.39 | 14.8K | 6,000 | — | ↗ |
| 2012-03-06 | WEIS GARY | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 7.56 | 37.8K | 46,400 | — | ↗ |
| 2012-03-05 | BURISH MARK D | Director | P-Purchase | A | Common Stock | 5,000 | 7.40 | 37.0K | 192,881 | — | ↗ |
| 2012-02-02 | BURISH MARK D | Director | P-Purchase | A | Common Stock | 7,355 | 7.40 | 54.4K | 187,881 | — | ↗ |
| 2011-12-09 | WEIS GARY | Director / Officer | P-Purchase | A | Common Stock | 890 | 7.95 | 7.1K | 41,400 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2022 | Joseph P. Mozden, Jr. | 311.5K | 45.0K | — | 557.7K | 50.0K | 12.1K | 976.3K | 57.12% | ↗ |
| 2 | 2022 | Robert M. Lipps Executive Vice President - Sales | 244.0K | — | — | 18.0K | 20.0K | 9.9K | 292.0K | 6.17% | ↗ |
| 3 | 2022 | Kenneth A Minor Chief Financial Officer and Secretary | 197.9K | — | — | 9.0K | — | — | 206.9K | 4.35% | ↗ |
| 4 | 2021 | Joe Mozden, Jr. | 305.8K | 150.0K | — | 298.0K | — | 9.9K | 763.7K | 39.02% | ↗ |
| 5 | 2021 | Joseph P. Mozden, Jr. | 305.8K | — | — | 298.0K | 150.0K | 9.9K | 763.7K | 39.02% | ↗ |
| 6 | 2021 | Robert M. Lipps Executive Vice President - Sales | 239.6K | — | — | — | 47.0K | 11.6K | 298.2K | 0.00% | ↗ |
| 7 | 2021 | Kenneth A Minor Chief Financial Officer and Secretary | 86.3K | — | — | — | — | — | 86.3K | 0.00% | ↗ |
| 8 | 2021 | Ken Minor Chief Financial Officer and Secretary | 86.3K | — | — | — | — | — | 86.3K | 0.00% | ↗ |
| 9 | 2020 | Michael Norregaard Chief Executive Officer | 260.1K | 87.8K | — | — | — | 38.9K | 386.7K | 0.00% | ↗ |
| 10 | 2020 | Robert M. Lipps Executive Vice President - Sales | 249.2K | 50.4K | — | — | — | 10.0K | 309.5K | 0.00% | ↗ |
| 11 | 2020 | Joe Mozden, Jr. Kelsy Boyd Chief Financial Officer and Secretary | 130.2K | — | — | — | — | 9.5K | 139.5K | 0.00% | ↗ |
| 12 | 2019 | Gary R. Weis Former Chief Executive and Chief Technology Officer | 402.3K | — | — | — | — | 5.2K | 407.5K | 0.00% | ↗ |
| 13 | 2019 | Robert M. Lipps Executive Vice President - Sales | 242.8K | — | — | — | 34.1K | 9.1K | 286.0K | 0.00% | ↗ |
| 14 | 2019 | Kenneth A. Minor Chief Financial Officer and Secretary | 268.0K | — | — | — | — | 16.8K | 284.8K | 0.00% | ↗ |
| 15 | 2019 | Michael Norregaard Chief Executive Officer | 250.9K | — | — | — | — | 11.8K | 262.4K | 0.00% | ↗ |
| 16 | 2018 | Gary R. Weis Chief Executive and Chief Technology Officer | 489.9K | — | — | — | — | 4.3K | 494.2K | 0.00% | ↗ |
| 17 | 2018 | Gary R. Weis Former Chief Executive and Chief Technology Officer | 489.9K | — | — | — | — | 4.3K | 494.2K | 0.00% | ↗ |
| 18 | 2018 | Robert M. Lipps Executive Vice President - Sales | 242.8K | — | — | — | 68.9K | 8.6K | 320.3K | 0.00% | ↗ |
| 19 | 2018 | Kenneth A. Minor Chief Financial Officer and Secretary | 302.0K | — | — | — | — | 17.5K | 319.5K | 0.00% | ↗ |
| 20 | 2017 | Gary R. Weis Chief Executive and Chief Technology Officer | 487.1K | — | — | 89.1K | — | 7.5K | 583.8K | 15.27% | ↗ |
| 21 | 2017 | Gary R. Weis Former Chief Executive and Chief Technology Officer | 487.1K | — | — | 89.1K | — | 7.5K | 583.8K | 15.27% | ↗ |
| 22 | 2017 | Kenneth A. Minor Chief Financial Officer and Secretary | 300.3K | — | — | 49.0K | — | 13.8K | 363.2K | 13.50% | ↗ |
| 23 | 2017 | Robert M. Lipps Executive Vice President - Sales | 241.5K | — | — | 49.0K | 62.0K | 6.1K | 358.6K | 13.67% | ↗ |
| 24 | 2016 | Gary R. Weis Chief Executive and Chief Technology Officer | 475.6K | — | — | 157.4K | 95.1K | 9.0K | 737.1K | 21.35% | ↗ |
| 25 | 2016 | Kenneth A. Minor Chief Financial Officer and Secretary | 293.2K | — | — | 76.4K | 41.0K | 17.3K | 435.9K | 17.52% | ↗ |
| 26 | 2016 | Robert M. Lipps Executive Vice President - Sales | 235.7K | — | — | 76.4K | 93.3K | 10.0K | 415.3K | 18.38% | ↗ |
| 27 | 2015 | Gary R. Weis Chief Executive and Chief Technology Officer | 473.5K | — | — | 140.6K | — | 10.6K | 719.8K | 19.53% | ↗ |
| 28 | 2015 | Kenneth A. Minor Chief Financial Officer and Secretary | 291.9K | — | — | 77.3K | — | 17.9K | 428.1K | 18.06% | ↗ |
| 29 | 2015 | Robert M. Lipps Executive Vice President - Sales | 234.7K | — | — | 77.3K | 92.5K | 9.9K | 414.5K | 18.66% | ↗ |
| 30 | 2014 | Gary R. Weis Chief Executive and Chief Technology Officer | 452.7K | — | — | 202.4K | 275.8K | 10.4K | 941.2K | 21.50% | ↗ |
| 31 | 2014 | Kenneth A. Minor Chief Financial Officer and Secretary | 280.9K | — | — | 111.3K | 129.3K | 17.8K | 539.2K | 20.64% | ↗ |
| 32 | 2014 | Robert M. Lipps Executive Vice President - Sales | 225.1K | — | — | 111.3K | 153.3K | 11.0K | 500.6K | 22.23% | ↗ |
| 33 | 2013 | Gary R. Weis Chief Executive and Chief Technology Officer | 395.9K | — | — | 198.6K | 79.5K | 13.2K | 687.1K | 28.90% | ↗ |
| 34 | 2013 | Kenneth A. Minor Chief Financial Officer and Secretary | 267.5K | — | — | 108.8K | 37.6K | 16.7K | 430.6K | 25.27% | ↗ |
| 35 | 2013 | Robert M. Lipps Executive Vice President - Sales | 205.3K | — | — | 108.8K | 102.5K | 9.9K | 426.5K | 25.51% | ↗ |
| 36 | 2012 | Gary R. Weis Chief Executive and Chief Technology Officer | 378.4K | — | — | — | 75.7K | 7.0K | 461.1K | 0.00% | ↗ |
| 37 | 2012 | Gary R. Weis Chief Executive and Chief Technology Officer | 378.4K | — | — | — | 75.7K | 7.0K | 461.1K | 0.00% | ↗ |
| 38 | 2012 | Kenneth A. Minor Chief Financial Officer and Secretary | 255.1K | — | — | 103.4K | 50.8K | 16.8K | 426.1K | 24.27% | ↗ |
| 39 | 2012 | Kenneth A. Minor Chief Financial Officer and Secretary | 255.1K | — | — | 103.4K | 50.8K | 16.8K | 426.1K | 24.27% | ↗ |
| 40 | 2012 | Robert M. Lipps Executive Vice President - Sales | 195.8K | — | — | 103.4K | 109.9K | 8.8K | 417.9K | 24.74% | ↗ |
| 41 | 2012 | Robert M. Lipps Executive Vice President - Sales | 195.8K | — | — | 103.4K | 109.9K | 8.8K | 417.9K | 24.74% | ↗ |
| 42 | 2011 | Gary R. Weis Chief Executive and Chief Technology Officer | 170.0K | — | — | 191.9K | 74.9K | — | 436.8K | 43.93% | ↗ |
| 43 | 2011 | Gary R. Weis Chief Executive and Chief Technology Officer | 170.0K | — | — | 191.9K | 74.9K | — | 436.8K | 43.93% | ↗ |
| 44 | 2011 | Kenneth A. Minor Chief Financial Officer and Secretary | 247.1K | — | — | 98.4K | 49.1K | 14.0K | 408.7K | 24.08% | ↗ |
| 45 | 2011 | Kenneth A. Minor Chief Financial Officer and Secretary | 247.1K | — | — | 98.4K | 49.1K | 14.0K | 408.7K | 24.08% | ↗ |
| 46 | 2011 | Robert M. Lipps Executive Vice President - Sales | 189.7K | — | — | 98.4K | 101.2K | 9.1K | 398.4K | 24.70% | ↗ |
| 47 | 2011 | Robert M. Lipps Executive Vice President - Sales | 189.7K | — | — | 98.4K | 101.2K | 9.1K | 398.4K | 24.70% | ↗ |
| 48 | 2011 | Rimas P. Buinevicius Former Chairman and Chief Executive Officer | 344.0K | — | — | — | — | 2.0K | 346.0K | 0.00% | ↗ |
| 49 | 2010 | Rimas P. Buinevicius Chairman and Chief Executive Officer | 344.0K | — | — | 18.9K | — | 1.4K | 364.3K | 5.19% | ↗ |
| 50 | 2010 | Rimas P. Buinevicius Former Chairman and Chief Executive Officer | 344.0K | — | — | 18.9K | — | 1.4K | 364.3K | 5.19% | ↗ |
| 51 | 2010 | Monty R. Schmidt Chief Technology Officer | 269.0K | — | — | 18.9K | — | 7.8K | 295.7K | 6.39% | ↗ |
| 52 | 2010 | Robert M. Lipps Executive Vice President - Sales | 185.0K | — | — | 18.9K | 73.8K | 2.0K | 279.7K | 6.76% | ↗ |
| 53 | 2010 | Robert M. Lipps Executive Vice President - Sales | 185.0K | — | — | 18.9K | 73.8K | 2.0K | 279.7K | 6.76% | ↗ |
| 54 | 2010 | Kenneth A. Minor Chief Financial Officer and Secretary | 241.0K | — | — | 18.9K | — | 7.8K | 270.4K | 6.99% | ↗ |
| 55 | 2010 | Kenneth A. Minor Chief Financial Officer and Secretary | 241.0K | — | — | 18.9K | — | 7.8K | 270.4K | 6.99% | ↗ |
| 56 | 2010 | Gary R. Weis Chief Executive and Chief Technology Officer | — | — | — | — | — | — | — | — | ↗ |
| 57 | 2010 | Gary R. Weis Chief Executive and Chief Technology Officer | — | — | — | — | — | — | — | — | ↗ |
| 58 | 2009 | Rimas P. Buinevicius Chairman and Chief Executive Officer | 342.5K | — | — | 29.4K | — | 1.8K | 373.6K | 7.87% | ↗ |
| 59 | 2009 | Rimas P. Buinevicius Chairman and Chief Executive Officer | 342.5K | — | — | 14.8K | — | 1.8K | 359.0K | 4.11% | ↗ |
| 60 | 2009 | Rimas P. Buinevicius Former Chairman and Chief Executive Officer | 342.5K | — | — | 14.8K | — | 1.8K | 359.0K | 4.11% | ↗ |
| 61 | 2009 | Kenneth A. Minor Chief Financial Officer and Secretary | 240.0K | — | — | 15.7K | — | 14.8K | 341.0K | 4.59% | ↗ |
| 62 | 2009 | Robert M. Lipps Executive Vice | 185.0K | — | — | 44.2K | 93.6K | 8.6K | 331.4K | 13.33% | ↗ |
| 63 | 2009 | Monty R. Schmidt Chief Technology Officer | 267.8K | — | — | 29.4K | — | 22.8K | 320.0K | 9.19% | ↗ |
| 64 | 2009 | Robert M. Lipps Executive Vice President - Sales | 185.0K | — | — | 19.4K | 93.6K | 8.6K | 306.6K | 6.32% | ↗ |
| 65 | 2009 | Kenneth A. Minor Chief Financial Officer and Secretary | 240.0K | — | — | 50.8K | — | 14.8K | 305.6K | 16.62% | ↗ |
| 66 | 2009 | Monty R. Schmidt Chief Technology Officer | 267.8K | — | — | 14.8K | — | 22.8K | 305.4K | 4.84% | ↗ |
| 67 | 2009 | Gary R. Weis Chief Executive and Chief Technology Officer | — | — | — | — | — | — | — | — | ↗ |
| 68 | 2008 | Rimas P. Buinevicius Chairman and Chief Executive Officer | 277.5K | 30.0K | — | 43.0K | — | 1.6K | 352.1K | 12.20% | ↗ |
| 69 | 2008 | Kenneth A. Minor Chief Financial Officer and Secretary | 198.2K | 31.8K | — | 103.1K | — | 7.8K | 341.0K | 30.23% | ↗ |
| 70 | 2008 | Rimas P. Buinevicius Chairman and Chief Executive Officer | 277.5K | 30.0K | — | 22.0K | — | 1.6K | 338.1K | 6.51% | ↗ |
| 71 | 2008 | Monty R. Schmidt Chief Technology Officer | 218.0K | 30.0K | — | 43.0K | — | 8.9K | 299.8K | 14.33% | ↗ |
| 72 | 2008 | Robert M. Lipps Executive Vice President - Sales | 156.3K | — | — | 69.5K | 65.9K | 6.7K | 298.4K | 23.28% | ↗ |
| 73 | 2008 | Kenneth A. Minor Chief Financial Officer and Secretary | 198.2K | 31.8K | — | 51.4K | — | 7.8K | 289.3K | 17.77% | ↗ |
| 74 | 2008 | Monty R. Schmidt Chief Technology Officer | 218.0K | 30.0K | — | 22.0K | — | 8.9K | 283.8K | 7.75% | ↗ |
| 75 | 2008 | Robert M. Lipps Executive Vice | 156.3K | — | — | 34.2K | 65.9K | 6.7K | 263.1K | 12.98% | ↗ |
| 76 | 2008 | Robert M. Lipps Executive Vice President—Sales | 156.3K | — | — | 34.2K | 65.9K | 6.7K | 263.1K | 12.98% | ↗ |
| 77 | 2007 | Darrin T. Coulson Chief Operating Officer | 248.6K | 79.5K | — | 120.9K | — | 9.8K | 458.8K | 26.35% | ↗ |
| 78 | 2007 | Rimas P. Buinevicius Chairman and Chief Executive Officer | 309.5K | 60.0K | — | 7.8K | — | 10.3K | 387.6K | 2.00% | ↗ |
| 79 | 2007 | Rimas P. Buinevicius Chairman and Chief Executive Officer | 309.5K | 60.0K | — | 7.8K | — | 10.3K | 387.6K | 2.00% | ↗ |
| 80 | 2007 | Monty R. Schmidt Chief Technology Officer | 238.2K | 60.0K | — | 7.8K | — | 16.0K | 322.0K | 2.41% | ↗ |
| 81 | 2007 | Monty R. Schmidt Chief Technology Officer | 238.2K | 60.0K | — | 7.8K | — | 16.0K | 322.0K | 2.41% | ↗ |
| 82 | 2007 | Kenneth A. Minor Chief Financial Officer and Secretary | 212.3K | 60.0K | — | 7.8K | — | 16.5K | 296.5K | 2.62% | ↗ |
| 83 | 2007 | Kenneth A. Minor Chief Financial Officer and Secretary | 212.3K | 60.0K | — | 7.8K | — | 16.5K | 296.5K | 2.62% | ↗ |
| 84 | 2006 | Rimas P. Buinevicius Chief Executive Officer and Chairman | 294.2K | 50.0K | — | — | — | — | 344.2K | 0.00% | ↗ |
| 85 | 2006 | Darrin T. Coulson Chief Operating Officer | 200.0K | 86.0K | — | — | — | — | 286.0K | 0.00% | ↗ |
| 86 | 2006 | Monty R. Schmidt Chief Technology Officer and Director | 217.7K | 50.0K | — | — | — | — | 267.7K | 0.00% | ↗ |
| 87 | 2006 | Kenneth A. Minor Chief Financial Officer and Secretary | 189.0K | 50.0K | — | — | — | — | 239.0K | 0.00% | ↗ |
| 88 | 2005 | Rimas P. Buinevicius Chief Executive Officer and Chairman | 248.1K | 40.0K | — | 50.0K | — | — | 288.1K | 17.36% | ↗ |
| 89 | 2005 | Monty R. Schmidt Chief Technology Officer and Director | 199.0K | 40.0K | — | 50.0K | — | — | 239.0K | 20.92% | ↗ |
| 90 | 2005 | Kenneth A. Minor Chief Financial Officer and Secretary | 173.1K | 40.0K | — | 50.0K | — | — | 213.1K | 23.47% | ↗ |
| 91 | 2005 | Darrin T. Coulson Chief Operating Officer | 139.6K | — | — | 225.0K | — | — | 139.6K | 161.16% | ↗ |
| 92 | 2005 | Darrin T. Coulson Senior Vice President – Field Operations | 139.6K | — | — | 225.0K | — | — | 139.6K | 161.16% | ↗ |
| 93 | 2004 | Rimas P. Buinevicius Chief Executive Officer and Chairman | 192.3K | — | — | — | — | — | 192.3K | 0.00% | ↗ |
| 94 | 2004 | Monty R. Schmidt Chief Technology Officer and Director | 168.3K | — | — | — | — | 19.4K | 187.7K | 0.00% | ↗ |
| 95 | 2004 | Ted J. Lingard Chief Operating Officer | 168.3K | — | — | — | — | — | 168.3K | 0.00% | ↗ |
| 96 | 2004 | James A. Dias Vice President – Sales and Marketing | 144.2K | — | — | — | — | 15.1K | 159.4K | 0.00% | ↗ |
| 97 | 2004 | Kenneth A. Minor Chief Financial Officer and Secretary | 144.2K | — | — | — | — | 5.8K | 150.1K | 0.00% | ↗ |
| 98 | 2004 | Darrin T. Coulson Senior Vice President – Field Operations | — | — | — | — | — | — | — | — | ↗ |
| 99 | 2004 | Darrin T. Coulson Chief Operating Officer | — | — | — | — | — | — | — | — | ↗ |
| 100 | 2003 | Monty R. Schmidt Chief Technology Officer and Director | 144.6K | 250.0K | — | — | — | — | 394.6K | 0.00% | ↗ |
| 101 | 2003 | Rimas P. Buinevicius Chief Executive Officer and Chairman | 136.5K | 250.0K | — | — | — | — | 386.5K | 0.00% | ↗ |
| 102 | 2003 | Ted J. Lingard Chief Operating Officer | 142.3K | 150.0K | — | 150.0K | — | — | 292.3K | 51.32% | ↗ |
| 103 | 2003 | James A. Dias Vice President – Sales and Marketing | 127.5K | 100.0K | — | 100.0K | — | 43.9K | 271.3K | 36.85% | ↗ |
| 104 | 2003 | Kenneth A. Minor Chief Financial Officer and Secretary | 128.5K | 100.0K | — | 100.0K | — | — | 228.5K | 43.77% | ↗ |
| 105 | 2003 | Darrin T. Coulson Senior Vice President – Field Operations | — | — | — | — | — | — | — | — | ↗ |
| 106 | 2002 | Monty R. Schmidt Chief Technology Officer and Director | 118.5K | — | — | 19.8K | — | 39.8K | 158.3K | 12.51% | ↗ |
| 107 | 2002 | James A. Dias Vice President – Sales and Marketing | 117.6K | 5.0K | — | 101.8K | — | 4.8K | 127.3K | 79.94% | ↗ |
| 108 | 2002 | Kenneth A. Minor Chief Financial Officer and Secretary | 104.0K | — | — | 85.9K | — | 12.0K | 115.9K | 74.14% | ↗ |
| 109 | 2002 | Ted J. Lingard Chief Operating Officer | 83.7K | — | — | 250.0K | — | — | 83.7K | 298.58% | ↗ |
| 110 | 2002 | Rimas P. Buinevicius Chief Executive Officer and Chairman | 31.9K | — | — | 1.00M | — | — | 31.9K | 3,139.32% | ↗ |
| 111 | 2001 | Rimas P. Buinevicius Chief Executive Officer and Chairman | 201.7K | — | — | — | — | — | 201.7K | 0.00% | ↗ |
| 112 | 2001 | Monty R. Schmidt Chief Technology Officer and Director | 169.2K | — | — | — | — | — | 169.2K | 0.00% | ↗ |
| 113 | 2001 | Ted J. Lingard Chief Operating Officer | 152.3K | — | — | — | — | — | 152.3K | 0.00% | ↗ |
| 114 | 2001 | Kenneth A. Minor Chief Financial Officer and Secretary | 101.9K | — | — | — | — | — | 101.9K | 0.00% | ↗ |
| 115 | 2001 | James A. Dias Vice President – Sales and Marketing | — | — | — | — | — | — | — | — | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Joseph Mozden Jr. | Chief Executive Officer | 311.6K | male |
| Robert Lipps | Executive Vice President of Sales | 245.2K | male |
| Kenneth A. Minor | Chief Financial Officer & Corporate Secretary | 219.1K | male |
| Duane Glader | Senior Vice President and GM of Global Learning Exchange, Operations, Sales & Business Development | — | male |
| Jason Weaver | Senior Vice President of Product | — | male |
| Nicole Wise | Director of Communications | — | female |
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Community Opinion for SOFO
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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