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Spok Holdings, Inc. (SPOK)

USD10.62 +0.10 (+0.90%)
US NASDAQ Healthcare Medical - Healthcare Information Services
Address 5911 Kingstown Village Parkway 22315
Alexandria, VA, US
CEO Vincent D. Kelly
Website spok.com
IPO 2004-11-17
CIK 1289945 ISIN US84863T1060

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Description

Spok Holdings, Inc., operating primarily through its subsidiary, Spok, Inc., specializes in providing advanced communication solutions tailored for the healthcare sector. These crucial services span a wide international footprint, covering the United States, Europe, Canada, Australia, Asia, and the Middle East. The company's core mission is to elevate patient outcomes by meticulously delivering critical clinical information to care teams precisely when and where it holds the most significance. Spok's service portfolio includes subscription options for both one-way and two-way messaging, alongside supplementary offerings such as voicemail functionalities and protective plans for equipment. The company also acts as a supplier of communication devices to resellers, who subsequently lease or resell these units to their own customers. A flagship offering is the Spok Care Connect platform, an integrated system engineered to streamline clinician workflows and bolster administrative compliance. In addition to its primary solutions, Spok provides professional services, regular software license updates, and comprehensive product support. It also facilitates the sale of third-party equipment. Its diverse clientele extends beyond healthcare providers to include various businesses, management personnel, field sales and service teams, members of the construction and real estate industries, manufacturing organizations, and government entities. Founded in 1986 and headquartered in Alexandria, Virginia, the company rebranded as Spok Holdings, Inc. in July 2014, having previously operated as USA Mobility, Inc.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Date Filing
Arch 2004-05-21 View
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
USD10.62 +0.10 (+0.90%)
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Volume Profile
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Liquidity & share structure
Average Volume
176.4K
Beta
0.44
Float Shares
17.98M
Free Float %
86.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.40% -7.38% -5.05% -21.81% -24.23% -20.09% -35.89% -16.02% +2.63% -39.32% +321.60%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

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Revenue composition

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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 (1 ratings, all time) Hold
Price Targets & DCF
Current price
10.62
Low 15.00 +41.3%
Consensus 15.00 +41.3%
Median 15.00 +41.3%
High 15.00 +41.3%
DCF (Unlevered) 86.51 +715.0%
DCF (Levered) 87.67 +725.9%

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 2026-05 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 2
14.50
+36.6%
Quality scores
Altman Z-Score
3.75
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
3 / 5
Medium
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Healthcare Information Services: +14.2%
    +1.5% Q1'26: -8.5% (vs Q1'25)
  • EPS growth Medical - Healthcare Information Services: +43.1%
    +2.7% Q1'26: -64.0% (vs Q1'25)
  • FCF margin FCF growth · Medical - Healthcare Information Services: +49.2%
    +10.7% Q1'26: +5.5% (vs Q1'25)
  • EBIT margin Medical - Healthcare Information Services: +8.8%
    +15.4% Q1'26: +8.3% (vs Q1'25)
  • ROIC Medical - Healthcare Information Services: +5.2%
    +12.4% Q1'26: +6.4% (vs Q1'25)
  • Share dilution Medical - Healthcare Information Services: -0.1%
    +2.5% Q1'26: +2.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Healthcare Information Services: -0.74×
    0.28× Q1'26: 0.41× (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 (0.47) × ERP
WACC = 97% × Ke + 3% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 86.51 Current price: 10.62
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 2009
actual
Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
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
289.71M
est: 235.69M (+22.9%)
233.25M
est: 248.00M (-5.9%)
242.91M
est: 288.09M (-15.7%)
168.41M
est: 336.24M (-49.9%)
209.75M
est: 394.33M (-46.8%)
200.27M
est: 433.76M (-53.8%)
189.63M
est: 477.13M (-60.3%)
179.56M
est: 524.85M (-65.8%)
171.18M
est: 577.33M (-70.4%)
169.47M
est: 635.07M (-73.3%)
160.29M
est: 698.57M (-77.1%)
148.18M
est: 768.43M (-80.7%)
142.15M
est: 845.27M (-83.2%)
134.53M
est: 133.76M (+0.6%)
139.03M
est: 138.27M (+0.5%)
137.65M
est: 139.20M (-1.1%)
139.71M
est: 140.50M (-0.6%)
139.30M
139.30M – 139.30M
-0.9% YoY
EBITDA
99.92M
est: 84.11M (+18.8%)
84.13M
est: 55.56M (+51.4%)
86.94M
est: 65.04M (+33.7%)
64.68M
est: 76.51M (-15.5%)
60.77M
est: 90.44M (-32.8%)
44.46M
est: 99.48M (-55.3%)
40.27M
est: 109.43M (-63.2%)
35.93M
est: 120.37M (-70.1%)
23.18M
est: 132.41M (-82.5%)
8.58M
est: 145.65M (-94.1%)
-4.17M
est: 160.22M (-102.6%)
-12.71M
est: 176.24M (-107.2%)
-16.89M
est: 193.86M (-108.7%)
4.57M
est: 5.30M (-13.9%)
26.82M
est: 61.15M (-56.1%)
24.22M
est: 61.56M (-60.7%)
24.87M
est: 62.13M (-60.0%)
61.60M
61.60M – 61.60M
-0.9% YoY
EBIT
58.01M
est: 83.51M (-30.5%)
60.00M
est: 53.44M (+12.3%)
67.61M
est: 62.42M (+8.3%)
46.44M
est: 73.27M (-36.6%)
45.60M
est: 86.43M (-47.2%)
27.78M
est: 95.07M (-70.8%)
26.30M
est: 104.58M (-74.9%)
22.97M
est: 115.03M (-80.0%)
11.56M
est: 126.54M (-90.9%)
-2.19M
est: 139.19M (-101.6%)
-13.42M
est: 153.11M (-108.8%)
-21.77M
est: 168.42M (-112.9%)
-27.33M
est: 185.26M (-114.8%)
997.0K
est: -679.5K (+246.7%)
22.33M
est: 61.18M (-63.5%)
20.07M
est: 61.59M (-67.4%)
21.44M
est: 62.16M (-65.5%)
61.63M
61.63M – 61.63M
-0.9% YoY
Net Income
67.56M
est: 157.58M (-57.1%)
77.90M
est: 35.81M (+117.5%)
88.64M
est: 42.86M (+106.8%)
32.04M
est: 51.54M (-37.8%)
27.53M
est: 62.25M (-55.8%)
20.75M
est: 68.48M (-69.7%)
84.24M
est: 75.32M (+11.8%)
13.98M
est: 82.86M (-83.1%)
-15.31M
est: 91.14M (-116.8%)
-1.48M
est: 100.25M (-101.5%)
-10.77M
est: 110.28M (-109.8%)
-44.23M
est: 121.31M (-136.5%)
-22.18M
est: 133.44M (-116.6%)
21.86M
est: 146.78M (-85.1%)
15.67M
est: 16.23M (-3.5%)
14.97M
est: 16.01M (-6.5%)
15.88M
est: 16.86M (-5.8%)
13.91M
13.91M – 13.91M
-17.5% YoY
SGA
92.14M
est: 154.25M (-40.3%)
74.30M
est: 75.25M (-1.3%)
76.69M
est: 87.39M (-12.3%)
74.33M
est: 101.98M (-27.1%)
75.34M
est: 119.57M (-37.0%)
75.91M
est: 131.53M (-42.3%)
69.61M
est: 144.68M (-51.9%)
66.15M
est: 159.15M (-58.4%)
70.22M
est: 175.06M (-59.9%)
73.65M
est: 192.57M (-61.8%)
100.39M
est: 211.82M (-52.6%)
92.41M
est: 233.01M (-60.3%)
64.02M
est: 256.31M (-75.0%)
54.09M
est: 58.57M (-7.6%)
49.52M
est: 53.37M (-7.2%)
49.15M
est: 53.73M (-8.5%)
50.87M
est: 54.23M (-6.2%)
53.76M
53.76M – 53.76M
-0.9% YoY
EPS
2.95
est: 2.06 (+43.2%)
3.50
est: 1.57 (+123.6%)
4.01
est: 1.85 (+117.3%)
1.46
est: 2.19 (-33.2%)
1.27
est: 2.61 (-51.2%)
0.96
est: 2.88 (-66.6%)
3.99
est: 3.17 (+26.1%)
0.68
est: 3.49 (-80.5%)
-0.76
est: 3.84 (-119.8%)
-0.08
est: 4.22 (-101.8%)
-0.56
est: 4.65 (-112.1%)
-2.32
est: 5.11 (-145.4%)
-1.14
est: 5.62 (-120.3%)
1.11
est: 0.51 (+117.6%)
0.79
est: 0.77 (+2.6%)
0.74
est: 0.76 (-2.6%)
0.77
est: 0.80 (-3.8%)
0.66
0.66 – 0.66
-17.5% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-01 A 4/5 5/5 3/5 5/5 3/5 3/5 4/5
2026-04-30 A 4/5 5/5 3/5 5/5 3/5 3/5 4/5
2026-04-29 A 4/5 5/5 3/5 5/5 2/5 3/5 4/5
2026-04-28 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-27 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-24 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-23 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-22 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-21 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-20 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-17 A- 4/5 5/5 3/5 5/5 2/5 3/5 3/5
2026-04-16 A- 4/5 5/5 3/5 5/5 2/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
25.20M
OE per share TTM
1.20
Owner's Yield
11.51%
Maintenance CapEx ratio
51.22%
Maint CapEx / Avg PPE
13.5%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
20
Total invested
3.14M
Insider transactions (90d)
0
Beneficial owners (>5%)
10
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (. 1.68M 8.43% 1.61M 1.68M IA Delaware 2018-02-09
2 30-0447847 1.54M 8.10% 1.47M 1.54M IA Delaware Limited Partnership 2021-02-12
3 2 1.52M 7.30% 1.52M HC, IN Texas 2016-02-11
4 (1) BlackRock, Inc. 1.41M 7.10% 1.38M 1.41M HC Delaware 2024-01-26
5 Acacia Research Corporation 1.26M 6.50% 1.26M 1.26M 11.00 CO 2021-08-30
6 13-3127734 1.21M 6.22% 1.18M 1.21M HC Delaware 2022-02-11
7 26-0385758 1.21M 6.22% 1.18M 1.21M IA Delaware 2022-02-11
8 23-2772200 1.03M 4.77% 409.7K 1.03M IA State of Delaware 2015-02-13
9 13G/A 1.00M 5.00% 13.00 1.00M IA, OO Texas 2018-01-08
10 The Vanguard Group - 23-1945930 749.3K 3.85% 737.2K 12.0K IA Pennsylvania For 2022-02-10

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
20
-115 vs prev Q
New positions
4
Closed positions
117
Increased
8
Reduced
6
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 BLACKROCK, INC. 1.80M -135.7K (-7.0%) 23.74M -9.6M (-28.9%) 8.76% -0.673 pp 0.00% 0.000 pp USD15.66 -15.8% 6 qtrs
2 RENAISSANCE TECHNOLOGIES LLC 1.25M +74.0K (+6.3%) 16.44M -3.8M (-18.7%) 6.07% +0.353 pp 0.03% -0.001 pp USD13.16 +0.2% 46 qtrs
3 VANGUARD GROUP INC 1.23M +74.4K (+6.4%) 16.21M -3.7M (-18.6%) 5.98% +0.355 pp 0.00% 0.000 pp USD13.99 -5.7% 46 qtrs
4 DIMENSIONAL FUND ADVISORS LP 703.8K -15.2K (-2.1%) 9.28M -3.1M (-25.2%) 3.43% -0.079 pp 0.00% -0.001 pp USD15.24 -13.5% 46 qtrs
5 GEODE CAPITAL MANAGEMENT, LLC 598.6K -2.7K (-0.4%) 7.90M -2.5M (-23.9%) 2.91% -0.017 pp 0.00% 0.000 pp USD14.64 -9.9% 46 qtrs
6 STATE STREET CORP 446.9K -10.5K (-2.3%) 5.89M -2.0M (-25.3%) 2.18% -0.054 pp 0.00% 0.000 pp USD14.29 -7.7% 47 qtrs
7 HIGHTOWER ADVISORS, LLC 382.4K -25.6K (-6.3%) 5.04M -2.0M (-28.3%) 1.86% -0.127 pp 0.01% -0.003 pp USD11.69 +12.8% 46 qtrs
8 GOLDMAN SACHS GROUP INC 362.5K -33.4K (-8.4%) 4.78M -2.0M (-30.0%) 1.76% -0.165 pp 0.00% 0.000 pp USD15.41 -14.4% 46 qtrs
9 ACADIAN ASSET MANAGEMENT LLC 322.0K -106.0K (-24.8%) 4.25M -3.1M (-42.5%) 1.57% -0.519 pp 0.01% -0.006 pp USD15.11 -12.7% 10 qtrs
10 CSM ADVISORS, LLC 262.9K -71.4K (-21.4%) 3.47M -2.3M (-39.8%) 1.28% -0.350 pp 0.09% -0.067 pp USD17.68 -25.4% 3 qtrs
11 NORTHERN TRUST CORP 217.1K -23.9K (-9.9%) 2.86M -1.3M (-31.1%) 1.06% -0.118 pp 0.00% 0.000 pp USD14.36 -8.1% 46 qtrs
12 BANK OF NEW YORK MELLON CORP 212.8K +16.9K (+8.6%) 2.81M -572.4K (-16.9%) 1.04% +0.081 pp 0.00% 0.000 pp USD13.99 -5.7% 46 qtrs
13 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 196.9K -61.4K (-23.8%) 2.60M -1.9M (-41.7%) 0.96% -0.301 pp 0.01% -0.007 pp USD15.71 -16.0% 18 qtrs
14 QUBE RESEARCH & TECHNOLOGIES LTD 178.1K +16.1K (+10.0%) 2.35M -445.0K (-15.9%) 0.87% +0.077 pp 0.00% -0.001 pp USD16.09 -18.0% 15 qtrs
15 MORGAN STANLEY 177.7K +33.6K (+23.3%) 2.34M -141.3K (-5.7%) 0.87% +0.163 pp 0.00% +0.000 pp USD13.17 +0.2% 46 qtrs
16 TREXQUANT INVESTMENT LP 170.7K +81.8K (+92.0%) 2.25M +717.9K (+46.8%) 0.83% +0.398 pp 0.02% +0.004 pp USD14.17 -6.9% 13 qtrs
17 UNIPLAN INVESTMENT COUNSEL, INC. 161.0K -245.0 (-0.2%) 2.12M -657.9K (-23.7%) 0.78% -0.002 pp 0.21% -0.059 pp USD14.98 -11.9% 10 qtrs
18 FMR LLC 127.0K +107.2K (+540.4%) 1.67M +1.3M (+389.7%) 0.62% +0.522 pp 0.00% +0.000 pp USD13.55 -2.7% 30 qtrs
19 MILLENNIUM MANAGEMENT LLC 125.8K +97.5K (+344.7%) 1.66M +1.2M (+240.0%) 0.61% +0.475 pp 0.00% +0.001 pp USD13.66 -3.4% 7 qtrs
20 NORTH STAR INVESTMENT MANAGEMENT CORP. 122.0K +— (+0.0%) 1.61M -495.3K (-23.5%) 0.59% -0.001 pp 0.10% -0.034 pp USD14.99 -12.0% 7 qtrs
21 JACOBS LEVY EQUITY MANAGEMENT, INC 119.0K +54.8K (+85.4%) 1.57M +462.3K (+41.8%) 0.58% +0.266 pp 0.01% +0.002 pp USD14.77 -10.7% 5 qtrs
22 LOS ANGELES CAPITAL MANAGEMENT LLC 102.0K +36.3K (+55.3%) 1.41M +277.9K (+24.5%) 0.50% +0.177 pp 0.00% +0.001 pp USD15.13 -12.8% 10 qtrs
23 PANAGORA ASSET MANAGEMENT INC 93.1K +31.9K (+52.0%) 1.23M +171.6K (+16.3%) 0.45% +0.155 pp 0.00% +0.000 pp USD15.57 -15.3% 4 qtrs
24 QUANTINNO CAPITAL MANAGEMENT LP 92.7K +81.9K (+759.8%) 1.22M +1.0M (+557.4%) 0.45% +0.399 pp 0.00% +0.002 pp USD13.66 -3.4% 2 qtrs
25 JPMORGAN CHASE & CO 91.8K -22.7K (-19.8%) 1.21M -764.5K (-38.7%) 0.45% -0.111 pp 0.00% +0.000 pp USD15.25 -13.5% 44 qtrs
26 NUVEEN, LLC 72.8K +— (+0.0%) 960.5K -295.6K (-23.5%) 0.35% -0.001 pp 0.00% 0.000 pp USD16.44 -19.8% 4 qtrs
27 D. E. SHAW & CO., INC. 70.6K +30.1K (+74.2%) 931.6K +232.2K (+33.2%) 0.34% +0.146 pp 0.00% +0.000 pp USD15.61 -15.5% 3 qtrs
28 FIRST TRUST ADVISORS LP 65.1K +1.6K (+2.5%) 858.9K -236.8K (-21.6%) 0.32% +0.007 pp 0.00% 0.000 pp USD17.15 -23.1% 2 qtrs
29 TWO SIGMA INVESTMENTS, LP 62.6K -106.6K (-63.0%) 825.5K -2.1M (-71.7%) 0.30% -0.520 pp 0.00% -0.003 pp USD17.06 -22.7% 14 qtrs
30 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 61.0K -114.0 (-0.2%) 804.4K -249.6K (-23.7%) 0.30% -0.001 pp 0.00% +0.000 pp USD13.95 -5.4% 15 qtrs
31 HSBC HOLDINGS PLC 60.3K +6.3K (+11.6%) 797.0K -137.3K (-14.7%) 0.29% +0.030 pp 0.00% 0.000 pp USD17.04 -22.6% 3 qtrs
32 UBS GROUP AG 57.0K -9.8K (-14.7%) 751.2K -401.1K (-34.8%) 0.28% -0.048 pp 0.00% 0.000 pp USD16.26 -18.9% 13 qtrs
33 CITADEL ADVISORS LLC 49.7K +26.3K (+112.7%) 655.4K +252.5K (+62.7%) 0.24% +0.128 pp 0.00% +0.000 pp USD14.59 -9.6% 22 qtrs
34 CAMPBELL & CO INVESTMENT ADVISER LLC 49.0K +19.5K (+66.0%) 646.8K +137.3K (+27.0%) 0.24% +0.095 pp 0.03% -0.008 pp USD15.64 -15.7% 2 qtrs
35 BARCLAYS PLC 44.5K +20.4K (+84.9%) 587.2K +224.6K (+61.9%) 0.22% +0.099 pp 0.00% +0.000 pp USD14.87 -11.3% 46 qtrs
36 AMERICAN CENTURY COMPANIES INC 43.7K +276.0 (+0.6%) 576.2K -172.6K (-23.1%) 0.21% +0.001 pp 0.00% 0.000 pp USD16.02 -17.7% 8 qtrs
37 TWO SIGMA ADVISERS, LP 42.1K -25.7K (-37.9%) 554.9K -614.6K (-52.6%) 0.20% -0.126 pp 0.00% -0.001 pp USD13.40 -1.6% 46 qtrs
38 GSA CAPITAL PARTNERS LLP 40.0K +13.1K (+48.5%) 528.0K +63.0K (+13.5%) 0.19% +0.064 pp 0.05% +0.007 pp USD15.92 -17.1% 13 qtrs
39 KEEBECK WEALTH MANAGEMENT, LLC 40.0K +— (+0.0%) 527.6K -162.4K (-23.5%) 0.19% 0.000 pp 0.06% -0.021 pp USD15.00 -12.1% 7 qtrs
40 VICTORY CAPITAL MANAGEMENT INC 37.0K +14.1K (+61.8%) 488.5K +93.7K (+23.7%) 0.18% +0.069 pp 0.00% +0.000 pp USD15.70 -16.0% 2 qtrs
41 BANK OF AMERICA CORP /DE/ 36.5K -22.9K (-38.6%) 481.3K -543.7K (-53.0%) 0.18% -0.112 pp 0.00% +0.000 pp USD16.42 -19.7% 46 qtrs
42 ENGINEERS GATE MANAGER LP 36.4K +3.1K (+9.3%) 479.5K -94.1K (-16.4%) 0.18% +0.015 pp 0.01% -0.001 pp USD15.58 -15.3% 6 qtrs
43 RHUMBLINE ADVISERS 31.5K -8.4K (-21.1%) 415.9K -273.4K (-39.7%) 0.15% -0.041 pp 0.00% 0.000 pp USD14.43 -8.6% 11 qtrs
44 INVESCO LTD. 30.9K -1.9K (-5.7%) 408.0K -157.6K (-27.9%) 0.15% -0.009 pp 0.00% +0.000 pp USD11.59 +13.8% 46 qtrs
45 WELLS FARGO & COMPANY/MN 29.6K +6.7K (+29.5%) 390.9K -4.0K (-1.0%) 0.14% +0.033 pp 0.00% +0.000 pp USD14.15 -6.8% 46 qtrs
46 MAN GROUP PLC 26.4K +1.1K (+4.2%) 348.7K -89.0K (-20.3%) 0.13% +0.005 pp 0.00% 0.000 pp USD16.31 -19.1% 4 qtrs
47 ALLIANCEBERNSTEIN L.P. 24.2K +3.5K (+16.9%) 318.7K -37.7K (-10.6%) 0.12% +0.017 pp 0.00% +0.000 pp USD16.48 -20.0% 4 qtrs
48 MARTINGALE ASSET MANAGEMENT L P 23.7K -9.2K (-27.9%) 312.5K -254.6K (-44.9%) 0.12% -0.045 pp 0.01% -0.006 pp USD15.71 -16.0% 10 qtrs
49 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 22.7K -9.0K (-28.4%) 299.4K -247.7K (-45.3%) 0.11% -0.044 pp 0.00% 0.000 pp USD15.85 -16.8% 9 qtrs
50 BOOTHBAY FUND MANAGEMENT, LLC 22.2K +22.2K (+100.0%) 293.2K +293.2K (+100.0%) 0.11% +0.108 pp 0.00% +0.004 pp USD13.19 +0.0% 1 qtrs NEW
51 MAGNETAR FINANCIAL LLC 21.5K +21.5K (+100.0%) 283.3K +283.3K (+100.0%) 0.10% +0.105 pp 0.00% +0.003 pp USD13.19 +0.0% 7 qtrs
52 AMERIPRISE FINANCIAL INC 20.0K +912.0 (+4.8%) 263.9K -65.5K (-19.9%) 0.10% +0.004 pp 0.00% +0.000 pp USD15.92 -17.1% 5 qtrs
53 BREVAN HOWARD CAPITAL MANAGEMENT LP 19.2K +19.2K (+100.0%) 253.1K +253.1K (+100.0%) 0.09% +0.093 pp 0.00% +0.003 pp USD13.19 +0.0% 1 qtrs NEW
54 HENNION & WALSH ASSET MANAGEMENT, INC. 18.8K -31.1K (-62.3%) 248.6K -612.9K (-71.1%) 0.09% -0.152 pp 0.01% -0.023 pp USD15.70 -16.0% 9 qtrs
55 POINT72 ASSET MANAGEMENT, L.P. 18.7K +18.7K (+100.0%) 247.0K +247.0K (+100.0%) 0.09% +0.091 pp 0.00% +0.000 pp USD13.19 +0.0% 1 qtrs NEW
56 AQR CAPITAL MANAGEMENT LLC 16.4K -26.9K (-62.2%) 215.9K -530.7K (-71.1%) 0.08% -0.131 pp 0.00% 0.000 pp USD17.10 -22.9% 4 qtrs
57 SQUAREPOINT OPS LLC 16.1K +16.1K (+100.0%) 212.5K +212.5K (+100.0%) 0.08% +0.079 pp 0.00% +0.000 pp USD13.19 +0.0% 1 qtrs NEW
58 CANADA PENSION PLAN INVESTMENT BOARD 15.2K +15.2K (+100.0%) 200.5K +200.5K (+100.0%) 0.07% +0.074 pp 0.00% +0.000 pp USD13.19 +0.0% 1 qtrs NEW
59 SIGNIFICANT WEALTH PARTNERS LLC 14.8K -11.2K (-43.0%) 195.2K -252.8K (-56.4%) 0.07% -0.055 pp 0.22% -0.001 pp USD16.30 -19.1% 5 qtrs
60 VIRTUS ETF ADVISERS LLC 14.7K +8.3K (+130.9%) 193.4K +83.9K (+76.6%) 0.07% +0.040 pp 0.09% +0.031 pp USD14.95 -11.8% 2 qtrs
61 HILLSDALE INVESTMENT MANAGEMENT INC. 14.1K -2.4K (-14.5%) 186.0K -98.6K (-34.7%) 0.07% -0.012 pp 0.01% -0.004 pp USD17.68 -25.4% 3 qtrs
62 JANE STREET GROUP, LLC 13.8K -26.3K (-65.7%) 181.5K -510.2K (-73.8%) 0.07% -0.129 pp 0.00% 0.000 pp USD17.25 -23.5% 9 qtrs
63 OCCUDO QUANTITATIVE STRATEGIES LP 13.5K +754.0 (+5.9%) 178.5K -41.9K (-19.0%) 0.07% +0.004 pp 0.01% -0.015 pp USD16.35 -19.3% 4 qtrs
64 DEUTSCHE BANK AG\ 13.2K -238.0 (-1.8%) 173.5K -57.5K (-24.9%) 0.06% -0.001 pp 0.00% +0.000 pp USD15.44 -14.6% 10 qtrs
65 GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC 12.3K +— (+0.0%) 162.3K -50.0K (-23.5%) 0.06% 0.000 pp 0.00% 0.000 pp USD12.97 +1.7% 28 qtrs
66 CAMBRIA INVESTMENT MANAGEMENT, L.P. 12.2K +12.2K (+100.0%) 160.3K +160.3K (+100.0%) 0.06% +0.059 pp 0.01% +0.009 pp USD13.19 +0.0% 1 qtrs NEW
67 ALGERT GLOBAL LLC 12.1K +1.1K (+9.8%) 159.0K -31.0K (-16.3%) 0.06% +0.005 pp 0.00% -0.001 pp USD16.89 -21.9% 2 qtrs
68 STATE OF WISCONSIN INVESTMENT BOARD 11.1K +11.1K (+100.0%) 146.4K +146.4K (+100.0%) 0.05% +0.054 pp 0.00% +0.000 pp USD13.19 +0.0% 1 qtrs NEW
69 SUSQUEHANNA INTERNATIONAL GROUP, LLP 11.1K -3.9K (-26.0%) 146.4K -112.3K (-43.4%) 0.05% -0.019 pp 0.00% +0.000 pp USD15.46 -14.7% 10 qtrs
70 METLIFE INVESTMENT MANAGEMENT, LLC 11.1K -645.0 (-5.5%) 145.8K -56.0K (-27.8%) 0.05% -0.003 pp 0.00% 0.000 pp USD13.94 -5.4% 11 qtrs
71 PRICE T ROWE ASSOCIATES INC /MD/ 10.7K +— (+0.0%) 142.0K -44.0K (-23.7%) 0.05% 0.000 pp 0.00% +0.000 pp USD17.66 -25.3% 3 qtrs
72 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 10.7K +— (+0.0%) 140.8K -43.3K (-23.5%) 0.05% 0.000 pp 0.00% 0.000 pp USD16.05 -17.8% 5 qtrs
73 OXFORD ASSET MANAGEMENT LLP 10.4K +10.4K (+100.0%) 136.5K +136.5K (+100.0%) 0.05% +0.050 pp 0.06% +0.056 pp USD13.19 +0.0% 1 qtrs NEW
74 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 9.4K -108.0 (-1.1%) 124.6K -40.2K (-24.4%) 0.05% -0.001 pp 0.00% 0.000 pp USD15.08 -12.5% 7 qtrs
75 QUEST PARTNERS LLC 9.2K +217.0 (+2.4%) 120.9K -33.5K (-21.7%) 0.04% +0.001 pp 0.01% -0.003 pp USD15.71 -16.0% 8 qtrs
76 TRUVESTMENTS CAPITAL LLC 8.8K -2.9K (-24.9%) 116.4K -86.3K (-42.6%) 0.04% -0.014 pp 0.02% -0.016 pp USD15.56 -15.2% 8 qtrs
77 CITIGROUP INC 7.0K +156.0 (+2.3%) 92.8K -25.9K (-21.8%) 0.03% +0.001 pp 0.00% +0.000 pp USD14.51 -9.1% 12 qtrs
78 VERSANT CAPITAL MANAGEMENT, INC 6.7K +6.7K (+100.0%) 87.7K +87.7K (+100.0%) 0.03% +0.032 pp 0.01% +0.011 pp USD13.19 +0.0% 1 qtrs NEW
79 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 6.6K +394.0 (+6.4%) 87.0K -20.0K (-18.7%) 0.03% +0.002 pp 0.00% 0.000 pp USD16.22 -18.7% 5 qtrs
80 NEW AGE ALPHA ADVISORS, LLC 5.9K -715.0 (-10.9%) 77.2K -36.1K (-31.9%) 0.03% -0.004 pp 0.00% -0.001 pp USD16.42 -19.7% 5 qtrs
81 AQUATIC CAPITAL MANAGEMENT LLC 5.0K +5.0K (+100.0%) 65.5K +65.5K (+100.0%) 0.02% +0.024 pp 0.00% +0.002 pp USD13.19 +0.0% 1 qtrs NEW
82 TRIUMPH CAPITAL MANAGEMENT 4.8K -1.3K (-21.3%) 63.3K -41.9K (-39.8%) 0.02% -0.006 pp 0.01% -0.012 pp USD17.25 -23.5% 2 qtrs
83 BNP PARIBAS ARBITRAGE, SNC 4.7K -13.7K (-74.5%) 61.8K -255.6K (-80.5%) 0.02% -0.067 pp 0.00% 0.000 pp USD17.14 -23.0% 14 qtrs
84 LEGAL & GENERAL GROUP PLC 4.0K +— (+0.0%) 52.2K -16.1K (-23.5%) 0.02% +0.000 pp 0.00% +0.000 pp USD14.97 -11.9% 11 qtrs
85 STATE OF WYOMING 3.8K -19.5K (-83.5%) 50.7K -352.4K (-87.4%) 0.02% -0.095 pp 0.01% -0.040 pp USD17.36 -24.0% 4 qtrs
86 RUSSELL INVESTMENTS GROUP, LTD. 3.7K -813.0 (-17.9%) 49.3K -29.2K (-37.2%) 0.02% -0.004 pp 0.00% +0.000 pp USD16.68 -20.9% 10 qtrs
87 ROYAL BANK OF CANADA 3.1K +2.0K (+182.8%) 40.0K +21.0K (+110.5%) 0.02% +0.010 pp 0.00% +0.000 pp USD13.39 -1.5% 46 qtrs
88 TOWER RESEARCH CAPITAL LLC (TRC) 2.7K +1.6K (+146.8%) 35.6K +16.8K (+88.7%) 0.01% +0.008 pp 0.00% +0.000 pp USD14.75 -10.6% 23 qtrs
89 GREAT WEST LIFE ASSURANCE CO /CAN/ 2.5K +1.0K (+69.8%) 33.0K +8.0K (+32.0%) 0.01% +0.005 pp 0.00% +0.000 pp USD11.97 +10.2% 15 qtrs
90 AMERITAS INVESTMENT PARTNERS, INC. 2.1K +— (+0.0%) 27.4K -8.4K (-23.5%) 0.01% +0.000 pp 0.00% 0.000 pp USD14.58 -9.5% 11 qtrs
91 LARSON FINANCIAL GROUP LLC 2.0K +— (+0.0%) 26.4K -8.1K (-23.5%) 0.01% +0.000 pp 0.00% 0.000 pp USD15.23 -13.4% 6 qtrs
92 GAMMA INVESTING LLC 1.8K +1.2K (+191.0%) 24.3K +13.4K (+122.5%) 0.01% +0.006 pp 0.00% +0.001 pp USD14.28 -7.6% 7 qtrs
93 SBI SECURITIES CO., LTD. 1.7K -569.0 (-24.6%) 23.0K -16.9K (-42.3%) 0.01% -0.003 pp 0.00% 0.000 pp USD16.38 -19.5% 5 qtrs
94 KESTRA ADVISORY SERVICES, LLC 1.7K +1.7K (+100.0%) 22.9K +22.9K (+100.0%) 0.01% +0.009 pp 0.00% +0.000 pp USD13.19 +0.0% 1 qtrs NEW
95 MCILRATH & ECK, LLC 1.5K -715.0 (-33.0%) 19.1K -18.2K (-48.8%) 0.01% -0.004 pp 0.00% -0.002 pp USD16.34 -19.3% 9 qtrs
96 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1.3K -17.0 (-1.3%) 16.5K -5.4K (-24.6%) 0.01% 0.000 pp 0.00% +0.000 pp USD17.25 -23.5% 11 qtrs
97 STERLING CAPITAL MANAGEMENT LLC 1.2K -232.0 (-16.5%) 15.5K -8.8K (-36.2%) 0.01% -0.001 pp 0.00% 0.000 pp USD17.03 -22.5% 6 qtrs
98 CWM, LLC 857.00 -2.5K (-74.1%) 11.0K -46.0K (-80.7%) 0.00% -0.012 pp 0.00% 0.000 pp USD16.62 -20.6% 11 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 71 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Virtus U.S. Dividend ETF VUS 0.40% 70.9K 0.25%
2 First Trust Dow Jones Select MicroCap Index Fund FDM 0.28% 722.0K 0.65%
3 Hartford Multifactor Small Cap ETF ROSC 0.22% 135.9K 0.34%
4 Royce Quant Small-Cap Quality Value ETF SQLV 0.17% 50.0K 0.60%
5 Vanguard U.S. Minimum Volatility ETF VFMV 0.14% 610.2K 0.13%
6 Innovator U.S. Small Cap Managed Floor ETF RFLR 0.10% 91.6K 0.89%
7 VictoryShares Small Cap Free Cash Flow ETF SFLO 0.09% 576.8K 0.56%
8 WisdomTree U.S. SmallCap Dividend Fund DES 0.06% 1.34M 0.38%
9 iShares Micro-Cap ETF IWC 0.05% 730.1K 0.60%
10 WisdomTree U.S. SmallCap Fund EES 0.03% 204.6K 0.38%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
10.00
Bullish
Buys
10
Sells
1
Shares acquired
11.5K
Shares disposed
Cash buys
Cash sales
Net activity
+11,470
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
2026-04-14 Rice Calvin Officer A-Award D Restricted Stock Unit 0 0.00 67,830 D
2026-04-01 Stein Todd J Director A-Award A Common Stock 2,294 10.90 25.0K 48,364 D
2026-04-01 SHOCKLEY BRETT A Director A-Award A Common Stock 2,294 10.90 25.0K 38,238 D
2026-04-01 Hyun Randy Director A-Award A Common Stock 2,294 10.90 25.0K 36,561 D
2026-04-01 COURNOYER CHRISTINE Director A-Award A Deferred Stock Unit 0 0.00 5,637 D
2026-04-01 Byrne Barbara Peterson Director A-Award A Deferred Stock Unit 0 0.00 5,637 D
2026-03-04 Woods-Keisling Sharon Officer F-InKind D Common Stock 4,469 12.14 54.3K 36,036 D
2026-03-04 WALLACE MICHAEL W Officer M-Exempt A Common Stock 30,525 12.14 370.6K 82,774 D
2026-03-04 Rice Calvin Officer F-InKind D Common Stock 8,759 12.14 106.3K 21,359 D
2026-03-04 KELLY VINCENT D Director / Officer M-Exempt D Restricted Stock Unit 48,840 0.00 208,710 I
2026-01-05 Woods-Keisling Sharon Officer M-Exempt D Restricted Stock Unit 2,490 0.00 2,490 D
2026-01-05 WALLACE MICHAEL W Officer F-InKind D Common Stock 10,985 13.19 144.9K 52,249 D
2026-01-05 Rice Calvin Officer M-Exempt A Common Stock 11,452 13.19 151.1K 18,487 D
2026-01-05 KELLY VINCENT D Director / Officer M-Exempt D Restricted Stock Units 10,384 0.00 20,768 I
2026-01-02 Woods-Keisling Sharon Officer A-Award A Restricted Stock Unit 13,149 0.00 55,269 D
2026-01-02 WALLACE MICHAEL W Officer A-Award A Restricted Stock Unit 34,117 0.00 144,500 D
2026-01-02 Stein Todd J Director A-Award A Common Stock 0 0.00 566,912 I
2026-01-02 SHOCKLEY BRETT A Director A-Award A Common Stock 1,895 13.19 25.0K 35,944 D
2026-01-02 Rice Calvin Officer A-Award A Restricted Stock Unit 18,480 0.00 74,539 D
2026-01-02 KELLY VINCENT D Director / Officer A-Award A Restricted Stock Unit 56,861 0.00 238,119 I
2026-01-02 Hyun Randy Director A-Award A Common Stock 1,895 13.19 25.0K 34,267 D
2026-01-02 COURNOYER CHRISTINE Director A-Award A Deferred Stock Unit 0 0.00 5,637 D
2026-01-02 Byrne Barbara Peterson Director A-Award A Deferred Stock Unit 0 0.00 5,637 D
2025-10-01 Stein Todd J Director A-Award A Common Stock 0 0.00 566,912 I
2025-10-01 SHOCKLEY BRETT A Director A-Award A Common Stock 1,449 17.25 25.0K 34,049 D
2025-10-01 Hyun Randy Director A-Award A Common Stock 1,449 17.25 25.0K 32,372 D
2025-10-01 COURNOYER CHRISTINE Director A-Award A Common Stock 1,449 17.25 25.0K 17,951 D
2025-10-01 Byrne Barbara Peterson Director A-Award A Deferred Stock Unit 0 0.00 5,637 D
2025-09-04 Stein Todd J Director S-Sale D Common Stock 17,482 18.08 316.2K 497,560 I
2025-09-03 Stein Todd J Director S-Sale D Common Stock 25,445 18.02 458.5K 587,438 I
2025-09-02 Stein Todd J Director S-Sale D Common Stock 12,264 18.05 221.4K 612,883 I
2025-08-25 WALLACE MICHAEL W Officer S-Sale D Common Stock 10,806 17.87 193.1K 40,369 D
2025-08-25 Stein Todd J Director S-Sale D Common Stock 5,412 17.95 97.1K 543,379 I
2025-08-22 Stein Todd J Director S-Sale D Common Stock 4,084 18.01 73.6K 548,791 I
2025-08-21 KELLY VINCENT D Director / Officer S-Sale D Restricted Stock Unit 0 0.00 181,258 I
2025-08-20 Stein Todd J Director S-Sale D Common Stock 7,132 18.10 129.1K 636,295 I
2025-08-18 Stein Todd J Director S-Sale D Common Stock 15,317 18.37 281.4K 643,427 I
2025-08-15 Stein Todd J Director S-Sale D Common Stock 18,044 18.44 332.7K 658,744 I
2025-08-14 Stein Todd J Director S-Sale D Common Stock 18,957 18.50 350.7K 587,372 I
2025-08-13 Stein Todd J Director S-Sale D Common Stock 0 0.00 721,001 I
2025-08-12 Stein Todd J Director S-Sale D Common Stock 41,418 18.45 764.0K 31,947 I
2025-08-05 Stein Todd J Director S-Sale D Common Stock 4,500 18.61 83.7K 73,365 I
2025-08-05 Rice Calvin Officer S-Sale D Common Stock 14,736 18.28 269.4K 7,035 D
2025-08-04 WALLACE MICHAEL W Officer S-Sale D Restricted Stock Unit 0 0.00 110,383 D
2025-08-04 Stein Todd J Director S-Sale D Common Stock 70,020 18.63 1.30M 77,865 I
2025-08-04 Rice Calvin Officer S-Sale D Restricted Stock Unit 0 0.00 56,059 D
2025-08-04 KELLY VINCENT D Director / Officer S-Sale D Restricted Stock Unit 0 0.00 181,258 I
2025-07-01 Stein Todd J Director A-Award A Common Stock 0 0.00 721,001 I
2025-07-01 SHOCKLEY BRETT A Director A-Award A Common Stock 1,414 17.68 25.0K 32,600 D
2025-07-01 Hyun Randy Director A-Award A Common Stock 1,414 17.68 25.0K 30,923 D
2025-07-01 COURNOYER CHRISTINE Director A-Award A Common Stock 1,414 17.68 25.0K 16,502 D
2025-07-01 Byrne Barbara Peterson Director A-Award A Common Stock 1,414 17.68 25.0K 38,314 D
2025-05-09 COURNOYER CHRISTINE Director S-Sale D Common Stock 5,000 16.46 82.3K 15,088 D
2025-05-07 WALLACE MICHAEL W Officer S-Sale D Restricted Stock Unit 0 0.00 110,383 D
2025-05-06 KELLY VINCENT D Director / Officer S-Sale D Restricted Stock Unit 0 0.00 181,258 I
2025-04-01 Stein Todd J Director A-Award A Common Stock 0 0.00 147,885 I
2025-04-01 SHOCKLEY BRETT A Director A-Award A Common Stock 1,521 16.44 25.0K 31,186 D
2025-04-01 Hyun Randy Director A-Award A Common Stock 1,521 16.44 25.0K 29,509 D
2025-04-01 COURNOYER CHRISTINE Director A-Award A Common Stock 1,521 16.44 25.0K 20,088 D
2025-04-01 Byrne Barbara Peterson Director A-Award A Common Stock 1,521 16.44 25.0K 36,900 D
2025-03-13 Woods-Keisling Sharon Officer S-Sale D Common Stock 16,253 16.02 260.4K 20,000 D
2025-03-11 Stein Todd J Director S-Sale D Common Stock 2,144 16.36 35.1K 721,001 I
2025-03-10 Stein Todd J Director S-Sale D Common Stock 39,773 16.58 659.3K 723,145 I
2025-03-07 Woods-Keisling Sharon Officer M-Exempt A Common Stock 10,838 16.85 182.6K 37,243 D
2025-03-07 WALLACE MICHAEL W Officer M-Exempt D Restricted Stock Unit 34,682 0.00 110,383 D
2025-03-07 Rice Calvin Officer F-InKind D Common Stock 8,133 16.85 137.0K 29,228 D
2025-03-07 KELLY VINCENT D Director / Officer A-Award A Common Stock 17,341 16.85 292.2K 221,707 I
2025-03-04 WALLACE MICHAEL W Officer S-Sale D Common Stock 10,000 16.53 165.3K 42,423 D
2025-03-04 COURNOYER CHRISTINE Director S-Sale D Deferred Stock Unit 0 0.00 5,637 D
2025-03-03 Stein Todd J Director S-Sale D Common Stock 0 16.75 39,791 D
2025-03-03 KELLY VINCENT D Director / Officer S-Sale D Common Stock 30,000 16.73 501.9K 146,563 I
2025-01-03 Woods-Keisling Sharon Officer A-Award A Restricted Stock Unit 7,204 0.00 45,754 D
2025-01-03 WALLACE MICHAEL W Officer M-Exempt D Restricted Stock Unit 11,561 0.00 0 D
2025-01-03 Rice Calvin Officer F-InKind D Common Stock 6,451 16.05 103.5K 20,454 D
2025-01-03 KELLY VINCENT D Director / Officer M-Exempt A Common Stock 46,314 16.05 743.3K 197,959 I
2025-01-02 Stein Todd J Director A-Award A Common Stock 1,558 16.05 25.0K 39,791 D
2025-01-02 SHOCKLEY BRETT A Director A-Award A Common Stock 1,558 16.05 25.0K 29,665 D
2025-01-02 Hyun Randy Director A-Award A Common Stock 1,558 16.05 25.0K 27,988 D
2025-01-02 COURNOYER CHRISTINE Director A-Award A Deferred Stock Unit 0 0.00 5,637 D
2025-01-02 Byrne Barbara Peterson Director A-Award A Deferred Stock Unit 0 0.00 5,637 D
2024-11-19 WALLACE MICHAEL W Officer S-Sale D Restricted Stock Unit 0 0.00 135,877 D
2024-11-13 Stein Todd J Director S-Sale D Common Stock 477 17.09 8.2K 775,557 I
2024-11-13 KELLY VINCENT D Director / Officer S-Sale D Restricted Stock Unit 0 0.00 223,070 I
2024-11-12 Stein Todd J Director S-Sale D Common Stock 888 17.03 15.1K 689,999 I
2024-11-11 Stein Todd J Director S-Sale D Common Stock 5,750 17.07 98.1K 777,034 I
2024-10-01 Stein Todd J Director A-Award A Common Stock 0 0.00 782,784 I
2024-10-01 SHOCKLEY BRETT A Director A-Award A Common Stock 1,660 15.06 25.0K 28,107 D
2024-10-01 Hyun Randy Director A-Award A Common Stock 1,660 15.06 25.0K 26,430 D
2024-10-01 COURNOYER CHRISTINE Director A-Award A Common Stock 1,660 15.06 25.0K 29,009 D
2024-10-01 Byrne Barbara Peterson Director A-Award A Common Stock 1,660 15.06 25.0K 33,821 D
2024-08-20 WALLACE MICHAEL W Officer S-Sale D Restricted Stock Unit 0 0.00 135,877
2024-08-19 KELLY VINCENT D Director / Officer S-Sale D Common Stock 45,000 14.83 667.2K 201,645
2024-07-01 Stein Todd J Director A-Award A Common Stock 0 0.00 782,784
2024-07-01 SHOCKLEY BRETT A Director A-Award A Common Stock 1,688 14.81 25.0K 26,447
2024-07-01 Hyun Randy Director A-Award A Common Stock 1,688 14.81 25.0K 24,770
2024-07-01 COURNOYER CHRISTINE Director A-Award A Common Stock 1,688 14.81 25.0K 27,349
2024-07-01 Byrne Barbara Peterson Director A-Award A Common Stock 1,688 14.81 25.0K 32,161
2024-05-10 Byrne Barbara Peterson Director S-Sale D Common Stock 5,955 15.18 90.4K 30,473
2024-04-01 Stein Todd J Director A-Award A Common Stock 0 0.00 147,885
2024-04-01 SHOCKLEY BRETT A Director A-Award A Common Stock 1,567 15.95 25.0K 24,759
2024-04-01 Hyun Randy Director A-Award A Common Stock 1,567 15.95 25.0K 23,082
2024-04-01 COURNOYER CHRISTINE Director A-Award A Common Stock 1,567 15.95 25.0K 25,661
2024-04-01 Byrne Barbara Peterson Director A-Award A Deferred Stock Unit 0 0.00 5,637
2024-03-04 Stein Todd J Director S-Sale D Common Stock 13,094 17.92 234.6K 696,637
2024-03-01 Woods-Keisling Sharon Officer S-Sale D Restricted Stock Unit 0 0.00 48,467
2024-03-01 WALLACE MICHAEL W Officer S-Sale D Restricted Stock Unit 0 0.00 135,877
2024-03-01 KELLY VINCENT D Director / Officer S-Sale D Common Stock 37,695 17.35 654.1K 246,645
2024-02-29 Woods-Keisling Sharon Officer M-Exempt A Common Stock 6,138 16.92 103.9K 38,968
2024-02-29 WALLACE MICHAEL W Officer M-Exempt D Restricted Stock Unit 26,307 0.00 136,524
2024-02-29 Stein Todd J Director S-Sale D Common Stock 0 17.94 33,318
2024-02-29 Rice Calvin Officer F-InKind D Common Stock 1,857 16.92 31.4K 14,492
2024-02-29 KELLY VINCENT D Director / Officer M-Exempt A Common Stock 43,845 16.92 741.9K 317,014
2024-02-28 Stein Todd J Director S-Sale D Common Stock 7,510 17.69 132.9K 716,071
2024-02-27 Stein Todd J Director S-Sale D Common Stock 24,003 17.75 426.0K 723,581
2024-01-02 Woods-Keisling Sharon Officer M-Exempt D Restricted Stock Unit 3,815 0.00 7,631
2024-01-02 WALLACE MICHAEL W Officer A-Award A Restricted Stock Unit 19,379 0.00 157,032
2024-01-02 Stein Todd J Director A-Award A Common Stock 0 0.00 830,289
2024-01-02 SHOCKLEY BRETT A Director A-Award A Common Stock 1,615 15.48 25.0K 23,192
2024-01-02 Rice Calvin Officer M-Exempt A Common Stock 10,411 15.48 161.2K 17,446
2024-01-02 KELLY VINCENT D Director / Officer A-Award A Restricted Stock Unit 32,299 0.00 267,994
2024-01-02 Hyun Randy Director A-Award A Common Stock 1,615 15.48 25.0K 21,515
2024-01-02 COURNOYER CHRISTINE Director A-Award A Deferred Stock Unit 0 0.00 5,637
2024-01-02 Byrne Barbara Peterson Director A-Award A Common Stock 1,615 15.48 25.0K 34,861
2023-12-05 KELLY VINCENT D Director / Officer S-Sale D Common Stock 37,500 15.50 581.3K 245,992
2023-12-04 KELLY VINCENT D Director / Officer S-Sale D Restricted Stock Units 0 0.00 253,918
2023-12-01 Woods-Keisling Sharon Officer S-Sale D Restricted Stock Units 0 0.00 49,343
2023-12-01 WALLACE MICHAEL W Officer S-Sale D Common Stock 20,000 16.64 332.8K 83,717
2023-11-30 Rice Calvin Officer S-Sale D Restricted Stock Units 0 0.00 55,138
2023-11-27 Stein Todd J Director S-Sale D Common Stock 6,670 17.95 119.7K 747,584
2023-11-06 Byrne Barbara Peterson Director P-Purchase A Common Stock 10,000 15.96 159.6K 33,246
2023-10-02 Stein Todd J Director A-Award A Common Stock 1,752 14.27 25.0K 31,703
2023-10-02 SHOCKLEY BRETT A Director A-Award A Common Stock 1,752 14.27 25.0K 21,577
2023-10-02 Hyun Randy Director A-Award A Common Stock 1,752 14.27 25.0K 19,900
2023-10-02 COURNOYER CHRISTINE Director A-Award A Deferred Stock Unit 0 0.00 5,637
2023-10-02 Byrne Barbara Peterson Director A-Award A Common Stock 1,752 14.27 25.0K 23,246
2023-07-03 Stein Todd J Director A-Award A Common Stock 0 0.00 844,735
2023-07-03 SHOCKLEY BRETT A Director A-Award A Common Stock 1,129 13.29 15.0K 19,825
2023-07-03 Hyun Randy Director A-Award A Common Stock 1,129 13.29 15.0K 18,148
2023-07-03 COURNOYER CHRISTINE Director A-Award A Common Stock 1,129 13.29 15.0K 20,727
2023-07-03 Byrne Barbara Peterson Director A-Award A Common Stock 1,129 13.29 15.0K 21,494
2023-06-01 Rice Calvin Officer A-Award A Restricted Stock Units 0 0.00 55,138
2023-04-03 Stein Todd J Director A-Award A Common Stock 0 0.00 844,735
2023-04-03 SHOCKLEY BRETT A Director A-Award A Common Stock 1,481 10.13 15.0K 18,696
2023-04-03 Hyun Randy Director A-Award A Common Stock 1,481 10.13 15.0K 17,019
2023-04-03 COURNOYER CHRISTINE Director A-Award A Common Stock 1,481 10.13 15.0K 19,598
2023-04-03 Byrne Barbara Peterson Director A-Award A Common Stock 1,481 10.13 15.0K 20,365
2023-03-17 Stein Todd J Director P-Purchase A Common Stock 9,567 9.64 92.2K 844,735
2023-03-17 Rice Calvin Officer P-Purchase A Common Stock 1,000 9.67 9.7K 19,615 D
2023-03-16 Stein Todd J Director P-Purchase A Common Stock 4,300 9.43 40.5K 835,168
2023-03-15 Stein Todd J Director P-Purchase A Common Stock 1,348 9.72 13.1K 830,868
2023-03-13 Stein Todd J Director P-Purchase A Common Stock 7,751 9.84 76.3K 829,520
2023-03-10 Stein Todd J Director P-Purchase A Common Stock 3,500 10.39 36.4K 821,769
2023-03-09 Stein Todd J Director P-Purchase A Common Stock 2,883 10.43 30.1K 818,269
2023-03-08 WALLACE MICHAEL W Officer P-Purchase A Common Stock 2,500 10.25 25.6K 103,717
2023-03-08 Stein Todd J Director P-Purchase A Common Stock 0 0.00 184,740
2023-03-07 Rice Calvin Officer A-Award A Restricted Stock Units 0 0.00 55,138
2023-03-03 Rice Calvin Officer A-Award A Restricted Stock Units 0 0.00 55,138
2023-03-02 Woods-Keisling Sharon Officer F-InKind D Common Stock 1,444 9.30 13.4K 36,678
2023-03-02 WALLACE MICHAEL W Officer F-InKind D Common Stock 9,271 9.30 86.2K 101,217
2023-03-02 Rice Calvin Officer M-Exempt D Restricted Stock Units 3,425 0.00 55,801
2023-03-02 KELLY VINCENT D Director / Officer F-InKind D Restricted Stock 6,624 0.00 253,918
2023-01-03 Woods-Keisling Sharon Officer A-Award A Restricted Stock Units 11,447 0.00 43,621
2023-01-03 WALLACE MICHAEL W Officer M-Exempt D Restricted Stock Units 11,560 0.00 23,122
2023-01-03 Stein Todd J Director A-Award A Common Stock 2,137 8.19 17.5K 26,906
2023-01-03 SHOCKLEY BRETT A Director A-Award A Common Stock 1,832 8.19 15.0K 17,215
2023-01-03 Rice Calvin Officer M-Exempt A Common Stock 7,195 8.19 58.9K 18,016
2023-01-03 KELLY VINCENT D Officer M-Exempt D Restricted Stock Units 13,628 0.00 0
2023-01-03 Hyun Randy Director A-Award A Common Stock 1,832 8.19 15.0K 15,538
2023-01-03 COURNOYER CHRISTINE Director A-Award A Common Stock 1,832 8.19 15.0K 18,117
2023-01-03 Byrne Barbara Peterson Director A-Award A Deferred Stock Unit 0 0.00 5,637
2022-12-09 Stein Todd J Director P-Purchase A Common Stock 18,933 8.12 153.7K 184,740
2022-12-08 Stein Todd J Director P-Purchase A Common Stock 0 0.00 24,769
2022-12-07 Stein Todd J Director P-Purchase A Common Stock 6,599 7.86 51.9K 159,670
2022-12-06 WALLACE MICHAEL W Officer A-Award A Restricted Stock Units 0 0.00 146,995
2022-12-06 Stein Todd J Director P-Purchase A Common Stock 0 0.00 809,196
2022-12-05 Stein Todd J Director P-Purchase A Common Stock 1,565 7.86 12.3K 754,254 I
2022-12-02 Stein Todd J Director P-Purchase A Common Stock 0 0.00 24,769
2022-11-17 KELLY VINCENT D Officer P-Purchase A Common Stock 5,000 8.25 41.2K 276,898
2022-10-03 Stein Todd J Director A-Award A Common Stock 0 0.00 126,244
2022-10-03 SHOCKLEY BRETT A Director A-Award A Common Stock 1,963 7.64 15.0K 15,383
2022-10-03 Hyun Randy Director A-Award A Common Stock 1,963 7.64 15.0K 13,706
2022-10-03 COURNOYER CHRISTINE Director A-Award A Deferred Stock Unit 0 0.00 5,637
2022-10-03 Byrne Barbara Peterson Director A-Award A Deferred Stock Unit 0 0.00 5,637
2022-09-16 Stein Todd J Director P-Purchase A Common Stock 0 0.00 22,478
2022-09-16 KELLY VINCENT D Director / Officer P-Purchase A Common Stock 2,500 7.35 18.4K 271,898
2022-09-15 Stein Todd J Director P-Purchase A Common Stock 5,653 7.32 41.4K 86,259
2022-09-15 KELLY VINCENT D Director / Officer A-Award A Restricted Stock Units 0 0.00 244,990
2022-09-14 Stein Todd J Director P-Purchase A Common Stock 50,643 7.31 370.0K 732,310
2022-09-13 Stein Todd J Director P-Purchase A Common Stock 18,885 7.24 136.7K 681,667
2022-09-12 Stein Todd J Director P-Purchase A Common Stock 3,500 7.23 25.3K 605,388
2022-09-02 Stein Todd J Director P-Purchase A Common Stock 4,670 7.12 33.2K 601,888
2022-08-31 Stein Todd J Director P-Purchase A Common Stock 0 0.00 63,251
2022-08-29 Stein Todd J Director P-Purchase A Common Stock 0 0.00 22,478
2022-08-25 Stein Todd J Director P-Purchase A Common Stock 0 0.00 22,478
2022-08-23 Stein Todd J Director P-Purchase A Common Stock 3,862 7.15 27.6K 538,881
2022-08-22 Byrne Barbara Peterson Director P-Purchase A Common Stock 3,000 7.23 21.7K 15,089
2022-08-19 WALLACE MICHAEL W Officer A-Award A Restricted Stock Units 0 0.00 146,995
2022-08-19 Rice Calvin Officer A-Award A Restricted Stock Units 0 0.00 38,949
2022-08-18 Hyun Randy Director P-Purchase A Common Stock 5,602 6.99 39.2K 7,743
2022-08-16 Stein Todd J Director P-Purchase A Common Stock 0 0.00 22,478

Executive team

Top executives
EBIT / Employee
51.3K
Shares Outstanding
20.73M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2005 Vincent D. Kelly President and Chief Executive Officer 600.0K 1.02M 600.0K 4.9K 2.22M 26.97%
2 2005 Thomas L. Schilling(h) Chief Financial Officer 288.5K 225.0K 225.0K 2.1K 740.5K 30.38%
3 2005 Peter C. Barnett Chief Operating Officer 248.5K 187.5K 187.5K 7.5K 631.1K 29.71%
4 2005 Scott B. Tollefsen(l) General Counsel 143.3K 93.0K 109.4K 345.6K 31.65%
5 2005 James H. Boso Executive Vice President of Sales 170.0K 72.3K 85.0K 8.3K 335.6K 25.33%
6 2005 Mark Garzone(o) Executive Vice President of Marketing
7 2004 Vincent D. Kelly President and Chief Executive Officer 558.2K 530.0K 1.00M 2.09M 0.00%
8 2004 Peter C. Barnett Chief Operating Officer 218.7K 149.6K 44.8K 6.8K 419.9K 10.67%
9 2004 James H. Boso Executive Vice President of Sales 176.5K 20.0K 8.7K 205.2K 0.00%
10 2004 Thomas L. Schilling(h) Chief Financial Officer
11 2004 Mark Garzone(o) Executive Vice President of Marketing
12 2004 Scott B. Tollefsen(l) General Counsel
13 2003 Vincent D. Kelly President and Chief Executive Officer 511.5K 1.59M 4.3K 2.11M 0.00%
14 2003 Peter C. Barnett Chief Operating Officer 210.0K 562.5K 12.6K 6.5K 791.6K 1.59%
15 2003 James H. Boso Executive Vice President of Sales 170.0K 70.7K 9.7K 250.4K 0.00%
16 2003 Scott B. Tollefsen(l) General Counsel
17 2003 Thomas L. Schilling(h) Chief Financial Officer
18 2003 Mark Garzone(o) Executive Vice President of Marketing
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Vincent D. Kelly President, Chief Executive Officer & Director 1M male
Michael W. Wallace CFO & COO 979.3K male
Calvin C. Rice Chief Financial Officer & Chief Accounting Officer 612.1K male
James H. Boso Executive Consultant of Sales and M&A 537.0K male
Sharon Woods Keisling Corporate Secretary & Treasurer 514.0K female
Michael Czop Chief Information Officer & Chief Information Security Officer male
Al Galgano Investor Relations Contact male
Renee Hall Chief Compliance Officer and Vice President of HR & Administration female
Timothy E. Tindle Chief Information Officer & Chief Technology Officer male
Jonathan Wax Executive Vice President of Sales male
ESG Rating
B
MEDICAL - HEALTHCARE INFORMATION SERVICES
2024
E (Environmental)
96.9 / 63.0
Company / Sector avg.
S (Social)
76.6 / 69.8
Company / Sector avg.
G (Governance)
75.7 / 68.0
Company / Sector avg.
ESG Total
83.1 / 66.9
Company / Sector avg.
ESG Score History MEDICAL - HEALTHCARE INFORMATION SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits