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Stem, Inc. (STEM)
USD6.63
+0.02 (+0.30%)
US NYSE Technology Software - Infrastructure
Address
100 California Street 94111
San Francisco, CA, US
San Francisco, CA, US
CEO
Arun Narayanan
Website
stem.com
IPO
2020-10-08
CIK 1758766 ISIN US85859N3008
Description
Stem, Inc. operates internationally as a prominent provider of intelligent, digitally interconnected energy storage networks. The company delivers energy storage systems, which it sources from original equipment manufacturers (OEMs). Central to its offering is Athena, a proprietary artificial intelligence platform designed to integrate battery hardware with advanced software-enabled services, thereby optimizing the operation of these energy storage systems. Stem also extends its expertise through a wide array of support services, including system design and engineering, supply chain management, maximization of energy storage value streams, administration of warranties and preventive maintenance programs, operational reporting, and assistance with program enrollment and incentive management. Its diverse clientele encompasses commercial and industrial businesses, independent power producers, developers of renewable energy projects, and utility companies alongside grid operators. Stem, Inc. was founded in 2009 and maintains its corporate headquarters in San Francisco, California.
Market Cap & Enterprise Value
Merger & Acquisition History
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| Citizens | — | 2000-10-20 | View |
| CBSI | FLIB | 2001-02-05 | View |
| GNBC | GNBC | 2003-08-13 | View |
| Columbia State | — | 2007-05-04 | View |
| GigInternational1, Inc. | GIW | 2011-01-11 | View |
| West Coast | WCBO | 2012-11-02 | View |
| INTERMOUNTAIN COMMUNITY BANCORP | — | 2014-08-25 | View |
| KBW | ONFC | 2015-03-30 | View |
| 6992 | MBVT | 2016-12-07 | View |
| Steuben | SBHO | 2019-12-23 | View |
| STPK | STPK | 2020-12-16 | View |
| Umpqua Holdings Corporation | UMPQ | 2021-11-22 | View |
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
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
USD6.63
+0.02 (+0.30%)
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Volume Profile
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Liquidity & share structure
Average Volume
147.1K
Beta
1.44
Float Shares
8.03M
Free Float %
94.3%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.33% | +1.56% | -3.08% | -17.97% | -48.65% | -39.34% | -22.23% | -89.74% | -97.49% | -95.29% | -95.29% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (17 ratings, all time)
Hold
Price Targets & DCF
Current price
6.63
Low
10.00
+50.8%
Consensus
10.50
+58.4%
Median
10.50
+58.4%
High
11.00
+65.9%
Ratings Trend (MoM)
0% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 7 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
10.00
+50.8%
|
| Last Quarter | 2 |
11.00
+65.9%
|
| Last Year | 7 |
16.14
+143.4%
|
| All Time | 14 |
11.10
+67.4%
|
Quality scores
Altman Z-Score
-5.22
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
1 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
4 / 5
High
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Software - Infrastructure: +13.7%+8.1% Q1'26: -21.5% (vs Q1'25)
-
EPS growth Software - Infrastructure: +28.7%+91.3% ★ Q1'26: +27.2% (vs Q1'25)
-
FCF margin FCF growth · Software - Infrastructure: +32.2%+136.4% Q1'26: -32.6% (vs Q1'25)
-
EBIT margin Software - Infrastructure: +8.8%+103.8% ★ Q1'26: -119.3% (vs Q1'25)
-
ROIC Software - Infrastructure: +6.6%+227.5% ★ Q1'26: -451.5% (vs Q1'25)
-
Share dilution Software - Infrastructure: +0.0%+5.2% Q1'26: +3.9% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Software - Infrastructure: -1.06×1.78× Q1'26: -3.19× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 4 Rev. Ana. 3 EPS Ana. |
Dec 2027 3 Rev. Ana. 2 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|
| Revenue |
36.31M
est: 33.00M (+10.0%)
|
127.37M
est: 147.77M (-13.8%)
|
362.98M
est: 372.11M (-2.5%)
|
461.52M
est: 1.60B (-71.2%)
|
144.58M
est: 136.55M (+5.9%)
|
156.27M
est: 150.92M (+3.5%)
|
160.70M
148.55M – 170.70M
+6.5% YoY
|
183.86M
169.96M – 195.30M
+14.4% YoY
|
226.99M
218.19M – 235.79M
+23.5% YoY
|
| EBITDA |
-116.99M
est: -19.19M (-509.6%)
|
-62.99M
est: -85.93M (+26.7%)
|
-87.68M
est: -216.39M (+59.5%)
|
-79.17M
est: -290.69M (+72.8%)
|
-790.40M
est: -24.79M (-3,088.7%)
|
207.18M
est: -27.40M (+856.2%)
|
-29.17M
-30.99M – -26.97M
-6.5% YoY
|
-33.38M
-35.45M – -30.85M
-14.4% YoY
|
-41.21M
-42.80M – -39.61M
-23.5% YoY
|
| EBIT |
-135.31M
est: -21.67M (-524.4%)
|
-83.82M
est: -97.04M (+13.6%)
|
-128.75M
est: -244.37M (+47.3%)
|
-125.00M
est: -411.10M (+69.6%)
|
-835.39M
est: -35.06M (-2,283.1%)
|
162.23M
est: -38.74M (+518.7%)
|
-41.25M
-43.82M – -38.14M
-6.5% YoY
|
-47.20M
-50.14M – -43.63M
-14.4% YoY
|
-58.27M
-60.53M – -56.01M
-23.5% YoY
|
| Net Income |
-156.12M
|
-101.21M
est: -131.87M (+23.2%)
|
-124.05M
est: -125.74M (+1.3%)
|
-140.41M
est: 3.59M (-4,012.1%)
|
-854.01M
est: -869.23M (+1.8%)
|
137.76M
est: -42.35M (+425.3%)
|
-63.37M
-68.49M – -57.13M
-49.7% YoY
|
-46.07M
-50.23M – -41.90M
+27.3% YoY
|
-24.35M
-26.55M – -22.15M
+47.1% YoY
|
| SGA |
29.53M
est: 18.40M (+60.5%)
|
61.60M
est: 82.41M (-25.3%)
|
125.91M
est: 207.51M (-39.3%)
|
126.47M
est: 797.16M (-84.1%)
|
125.83M
est: 67.97M (+85.1%)
|
80.35M
est: 75.13M (+7.0%)
|
80.00M
73.95M – 84.98M
+6.5% YoY
|
91.52M
84.61M – 97.22M
+14.4% YoY
|
113.00M
108.62M – 117.38M
+23.5% YoY
|
| EPS |
-77.94
|
-19.18
est: -16.34 (-17.4%)
|
-16.17
est: -15.84 (-2.1%)
|
-18.05
est: 0.43 (-4,332.5%)
|
-105.80
est: -103.28 (-2.4%)
|
16.52
est: -5.03 (+428.3%)
|
-7.46
-8.07 – -6.73
-48.3% YoY
|
-5.47
-5.92 – -4.94
+26.7% YoY
|
-2.89
-3.13 – -2.61
+47.1% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | C+ | 2/5 | 1/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-05 | C+ | 2/5 | 1/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-04 | C+ | 2/5 | 1/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-01 | C+ | 2/5 | 1/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-30 | C+ | 2/5 | 1/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-29 | C+ | 2/5 | 1/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-28 | C+ | 2/5 | 1/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-27 | C+ | 2/5 | 1/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-24 | C+ | 2/5 | 1/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-23 | C+ | 2/5 | 1/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-22 | C+ | 2/5 | 1/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-21 | C+ | 2/5 | 1/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-20 | C+ | 2/5 | 1/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-17 | C+ | 2/5 | 1/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-16 | C+ | 2/5 | 1/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-7.81M
OE per share TTM
-0.89
Owner's Yield
-8.41%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
50.1%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
15
Total invested
283.5K
Insider transactions (90d)
0
Beneficial owners (>5%)
24
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group - 23-1945930 | 12.09M | 8.37% | — | 204.9K | — | 264.9K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 2 | Schroder Investment Management Limited | 10.60M | 6.80% | 10.60M | — | 10.60M | — | IA | United States | 2024-02-13 | ↗ |
| 3 | (1) BlackRock, Inc. | 9.57M | 6.20% | 9.45M | — | 9.57M | — | HC | Delaware | 2023-02-03 | ↗ |
| 4 | Alec Litowitz | 9.51M | 19.80% | — | 9.51M | — | 9.51M | IN | United States | 2021-02-16 | ↗ |
| 5 | Eric Scheyer | 9.51M | 19.80% | — | 9.51M | — | 9.51M | IN | United States | 2021-02-16 | ↗ |
| 6 | Michael C. Morgan | 9.51M | 19.80% | — | 9.51M | — | 9.51M | IN | United States | 2021-02-16 | ↗ |
| 7 | Star Peak Sponsor LLC | 9.51M | 19.80% | — | 9.51M | — | 9.51M | OO | Delaware | 2021-02-16 | ↗ |
| 8 | RWE Supply & Trading GmbH | 5.93M | 4.70% | 5.93M | — | 5.93M | — | FI, OO | Germany | 2021-05-07 | ↗ |
| 9 | William Blair Investment Management, LLC | 5.28M | 4.20% | 4.62M | — | 5.28M | — | IA | Delaware | 2021-05-07 | ↗ |
| 10 | Adage Capital Advisors, L.L.C. | 2.39M | 6.24% | — | 2.39M | — | — | OO | Delaware | 2021-02-11 | ↗ |
| 11 | Adage Capital Partners GP, L.L.C. | 2.39M | 6.24% | — | 2.39M | — | — | OO | Delaware | 2021-02-11 | ↗ |
| 12 | Adage Capital Partners, L.P. | 2.39M | 6.24% | — | 2.39M | — | — | PN | Delaware | 2021-02-11 | ↗ |
| 13 | Phillip Gross | 2.39M | 6.24% | — | 2.39M | — | — | IN | United States | 2021-02-11 | ↗ |
| 14 | Robert Atchinson | 2.39M | 6.24% | — | 2.39M | — | — | IN | United States | 2021-02-11 | ↗ |
| 15 | of 7 Pages | 2.38M | 6.20% | 2.38M | — | 2.38M | — | OO | — | 2021-02-11 | ↗ |
| 16 | Schroder Investment Management North America Limited | 816.2K | 0.50% | 816.2K | — | 816.2K | — | IA | United States | 2024-02-13 | ↗ |
| 17 | Schroders IS Limited | 5.9K | 0.00% | 5.9K | — | 5.9K | — | IA | United States | 2024-02-13 | ↗ |
| 18 | 666 Third Ave. - 9th Floor, New York, New York 10017 | 10.00 | 12.00% | — | — | — | — | IA | Delaware | 2021-02-11 | ↗ |
| 19 | Fifth Street Station LLC | — | 0.00% | — | — | — | — | OO | Delaware | 2022-02-09 | ↗ |
| 20 | Palouse Investment LLC | — | 0.00% | — | — | — | — | OO | Delaware | 2022-02-09 | ↗ |
| 21 | Palouse Investment Management Inc. | — | 0.00% | — | — | — | — | OO | Washington State | 2022-02-09 | ↗ |
| 22 | Park West Investors Master Fund, Limited | — | 0.00% | — | — | — | — | CO | Delaware | 2022-02-14 | ↗ |
| 23 | Park West Asset Management LLC | — | 0.00% | — | — | — | — | IA | Delaware | 2022-02-14 | ↗ |
| 24 | Peter S. Park | — | 0.00% | — | — | — | — | IN | Delaware | 2022-02-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
15
-86 vs prev Q
New positions
1
Closed positions
79
Increased
1
Reduced
3
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 396.4K +1.2K (+0.3%) | 5.97M -958.7K (-13.8%) | 4.73% -0.012 pp | 0.00% +0.000 pp | USD6.50 +131.5% | 3 qtrs — |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 276.3K -31.8K (-10.3%) | 4.16M -1.2M (-23.0%) | 3.30% -0.400 pp | 0.00% 0.000 pp | USD9.32 +61.5% | 3 qtrs — |
| 3 | MARSHALL WACE, LLP | 167.2K -76.5K (-31.4%) | 2.52M -1.8M (-41.1%) | 2.00% -0.929 pp | 0.00% -0.002 pp | USD16.13 -6.7% | 3 qtrs — |
| 4 | BLACKROCK, INC. | 138.2K -1.2K (-0.9%) | 2.08M -362.4K (-14.8%) | 1.65% -0.023 pp | 0.00% +0.000 pp | USD6.23 +141.6% | 3 qtrs — |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 88.2K +1.8K (+2.1%) | 1.33M -186.2K (-12.3%) | 1.05% +0.016 pp | 0.00% +0.000 pp | USD6.56 +129.4% | 3 qtrs — |
| 6 | TWO SIGMA INVESTMENTS, LP | 85.1K -8.9K (-9.5%) | 1.28M -366.9K (-22.3%) | 1.02% -0.113 pp | 0.00% -0.001 pp | USD15.51 -3.0% | 3 qtrs — |
| 7 | GSA CAPITAL PARTNERS LLP | 79.2K +67.4K (+569.1%) | 1.19M +985.0K (+475.8%) | 0.95% +0.804 pp | 0.10% +0.085 pp | USD15.42 -2.4% | 2 qtrs — |
| 8 | CSS LLC/IL | 70.0K +— (+0.0%) | 1.05M -173.0K (-14.1%) | 0.84% -0.005 pp | 0.05% -0.008 pp | USD17.52 -14.1% | 2 qtrs — |
| 9 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 69.6K +54.0K (+346.2%) | 1.05M +774.2K (+283.3%) | 0.83% +0.644 pp | 0.02% +0.016 pp | USD13.07 +15.1% | 3 qtrs — |
| 10 | STATE STREET CORP | 38.3K +— (+0.0%) | 576.1K -94.5K (-14.1%) | 0.46% -0.003 pp | 0.00% +0.000 pp | USD7.76 +93.9% | 3 qtrs — |
| 11 | CITIGROUP INC | 37.2K +741.0 (+2.0%) | 560.2K -79.0K (-12.4%) | 0.44% +0.007 pp | 0.00% +0.000 pp | USD6.41 +134.8% | 3 qtrs — |
| 12 | UBS GROUP AG | 36.4K -27.6K (-43.2%) | 547.7K -574.0K (-51.2%) | 0.43% -0.334 pp | 0.00% 0.000 pp | USD6.23 +141.6% | 3 qtrs — |
| 13 | GOLDMAN SACHS GROUP INC | 35.7K +9.8K (+37.9%) | 537.9K +83.9K (+18.5%) | 0.43% +0.116 pp | 0.00% +0.000 pp | USD9.38 +60.4% | 3 qtrs — |
| 14 | JUMP FINANCIAL, LLC | 35.5K +35.5K (+100.0%) | 534.3K +534.3K (+100.0%) | 0.42% +0.424 pp | 0.01% +0.007 pp | USD15.05 +0.0% | 1 qtrs NEW |
| 15 | MILLENNIUM MANAGEMENT LLC | 33.0K -8.8K (-21.1%) | 496.2K -235.6K (-32.2%) | 0.39% -0.108 pp | 0.00% 0.000 pp | USD6.23 +141.6% | 3 qtrs — |
| 16 | DNB ASSET MANAGEMENT AS | 32.5K +32.5K (+100.0%) | 488.5K +488.5K (+100.0%) | 0.39% +0.388 pp | 0.00% +0.002 pp | USD15.05 +0.0% | 1 qtrs NEW |
| 17 | COHEN & STEERS, INC. | 31.9K +— (+0.0%) | 480.0K -79.0K (-14.1%) | 0.38% -0.002 pp | 0.00% 0.000 pp | USD6.23 +141.6% | 3 qtrs — |
| 18 | WOLVERINE ASSET MANAGEMENT LLC | 29.4K +— (+0.0%) | 442.5K -72.6K (-14.1%) | 0.35% +0.000 pp | 0.00% 0.000 pp | USD6.23 +141.6% | 3 qtrs — |
| 19 | HSBC HOLDINGS PLC | 28.4K +9.2K (+48.1%) | 434.0K +102.3K (+30.8%) | 0.34% +0.109 pp | 0.00% +0.000 pp | USD9.09 +65.6% | 3 qtrs — |
| 20 | TWO SIGMA ADVISERS, LP | 27.7K +2.0K (+7.8%) | 416.7K -33.4K (-7.4%) | 0.33% +0.022 pp | 0.00% 0.000 pp | USD17.34 -13.2% | 2 qtrs — |
| 21 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 26.8K +— (+0.0%) | 403.1K -66.1K (-14.1%) | 0.32% -0.002 pp | 0.01% -0.001 pp | USD17.52 -14.1% | 2 qtrs — |
| 22 | KEYFRAME CAPITAL PARTNERS, L.P. | 25.9K +733.0 (+2.9%) | 390.2K -51.2K (-11.6%) | 0.31% +0.007 pp | 1.79% +0.711 pp | USD17.45 -13.8% | 2 qtrs — |
| 23 | ROYAL BANK OF CANADA | 25.9K +377.0 (+1.5%) | 390.0K -58.0K (-12.9%) | 0.31% +0.003 pp | 0.00% +0.000 pp | USD6.36 +136.6% | 3 qtrs — |
| 24 | TREXQUANT INVESTMENT LP | 25.6K +25.6K (+100.0%) | 384.9K +384.9K (+100.0%) | 0.31% +0.305 pp | 0.00% +0.003 pp | USD15.05 +0.0% | 1 qtrs NEW |
| 25 | MORGAN STANLEY | 24.1K +652.0 (+2.8%) | 362.3K -48.0K (-11.7%) | 0.29% +0.006 pp | 0.00% +0.000 pp | USD10.90 +38.1% | 3 qtrs — |
| 26 | WALLEYE CAPITAL LLC | 23.8K -6.3K (-20.9%) | 358.0K -168.8K (-32.0%) | 0.28% -0.077 pp | 0.00% -0.001 pp | USD17.52 -14.1% | 2 qtrs — |
| 27 | CITADEL ADVISORS LLC | 23.5K -2.9K (-11.0%) | 353.7K -108.8K (-23.5%) | 0.28% -0.036 pp | 0.00% +0.000 pp | USD9.31 +61.7% | 3 qtrs — |
| 28 | JANE STREET GROUP, LLC | 20.3K -9.4K (-31.6%) | 306.1K -215.2K (-41.3%) | 0.24% -0.112 pp | 0.00% +0.000 pp | USD17.52 -14.1% | 2 qtrs — |
| 29 | BNP PARIBAS ARBITRAGE, SNC | 19.4K +5.6K (+40.3%) | 291.7K +49.7K (+20.6%) | 0.23% +0.066 pp | 0.00% +0.000 pp | USD8.77 +71.6% | 3 qtrs — |
| 30 | PEAK6 LLC | 19.0K +19.0K (+100.0%) | 286.0K +286.0K (+100.0%) | 0.23% +0.227 pp | 0.00% +0.001 pp | USD15.05 +0.0% | 1 qtrs NEW |
| 31 | NORTHERN TRUST CORP | 18.8K -1.1K (-5.6%) | 282.6K -65.9K (-18.9%) | 0.22% -0.015 pp | 0.00% +0.000 pp | USD6.37 +136.3% | 3 qtrs — |
| 32 | MANGROVE PARTNERS | 18.1K +18.1K (+100.0%) | 271.8K +271.8K (+100.0%) | 0.22% +0.216 pp | 0.02% +0.022 pp | USD15.05 +0.0% | 1 qtrs NEW |
| 33 | QUBE RESEARCH & TECHNOLOGIES LTD | 18.0K +18.0K (+100.0%) | 271.5K +271.5K (+100.0%) | 0.22% +0.215 pp | 0.00% +0.000 pp | USD15.05 +0.0% | 1 qtrs NEW |
| 34 | HIGHTOWER ADVISORS, LLC | 16.3K +63.0 (+0.4%) | 245.4K -39.2K (-13.8%) | 0.19% 0.000 pp | 0.00% 0.000 pp | USD6.28 +139.6% | 3 qtrs — |
| 35 | CANADA PENSION PLAN INVESTMENT BOARD | 16.1K +16.1K (+100.0%) | 242.3K +242.3K (+100.0%) | 0.19% +0.192 pp | 0.00% +0.000 pp | USD15.05 +0.0% | 1 qtrs NEW |
| 36 | SKAANA MANAGEMENT L.P. | 15.0K +— (+0.0%) | 225.8K -37.1K (-14.1%) | 0.18% -0.001 pp | 0.07% 0.000 pp | USD6.23 +141.6% | 3 qtrs — |
| 37 | XTX TOPCO LTD | 14.6K -8.1K (-35.8%) | 219.4K -178.6K (-44.9%) | 0.17% -0.099 pp | 0.01% -0.015 pp | USD17.52 -14.1% | 2 qtrs — |
| 38 | OMERS ADMINISTRATION CORP | 12.6K +12.6K (+100.0%) | 189.6K +189.6K (+100.0%) | 0.15% +0.150 pp | 0.00% +0.001 pp | USD15.05 +0.0% | 1 qtrs NEW |
| 39 | BANK OF AMERICA CORP /DE/ | 12.4K -205.5K (-94.3%) | 186.9K -3.6M (-95.1%) | 0.15% -2.467 pp | 0.00% 0.000 pp | USD11.99 +25.5% | 3 qtrs — |
| 40 | NOMURA HOLDINGS INC | 12.3K -2.9K (-19.1%) | 185.7K -81.5K (-30.5%) | 0.15% -0.036 pp | 0.00% 0.000 pp | USD17.52 -14.1% | 2 qtrs — |
| 41 | BALYASNY ASSET MANAGEMENT L.P. | 11.8K +11.8K (+100.0%) | 177.3K +177.3K (+100.0%) | 0.14% +0.141 pp | 0.00% +0.000 pp | USD15.05 +0.0% | 1 qtrs NEW |
| 42 | WELLS FARGO & COMPANY/MN | 11.6K +5.5K (+89.2%) | 175.3K +67.5K (+62.6%) | 0.14% +0.065 pp | 0.00% +0.000 pp | USD10.39 +44.9% | 3 qtrs — |
| 43 | RENAISSANCE TECHNOLOGIES LLC | 11.2K +11.2K (+100.0%) | 168.6K +168.6K (+100.0%) | 0.13% +0.134 pp | 0.00% +0.000 pp | USD15.05 +0.0% | 1 qtrs NEW |
| 44 | POINT72 ASSET MANAGEMENT, L.P. | 11.1K -41.3K (-78.8%) | 167.1K -750.8K (-81.8%) | 0.13% -0.496 pp | 0.00% -0.001 pp | USD17.52 -14.1% | 2 qtrs — |
| 45 | PRICE T ROWE ASSOCIATES INC /MD/ | 10.5K -1.8K (-14.8%) | 159.0K -58.0K (-26.7%) | 0.13% -0.023 pp | 0.00% +0.000 pp | USD6.23 +141.6% | 3 qtrs — |
| 46 | ZWEIG-DIMENNA ASSOCIATES LLC | 8.3K +8.3K (+100.0%) | 124.9K +124.9K (+100.0%) | 0.10% +0.099 pp | 0.01% +0.008 pp | USD15.05 +0.0% | 1 qtrs NEW |
| 47 | WALLEYE TRADING LLC | 7.4K +7.4K (+100.0%) | 111.4K +111.4K (+100.0%) | 0.09% +0.088 pp | 0.00% +0.000 pp | USD15.05 +0.0% | 1 qtrs NEW |
| 48 | JPMORGAN CHASE & CO | 4.9K +4.6K (+1,475.0%) | 74.0K +68.5K (+1,253.0%) | 0.06% +0.055 pp | 0.00% +0.000 pp | USD15.07 -0.1% | 3 qtrs — |
| 49 | DEUTSCHE BANK AG\ | 4.0K -2.4K (-37.3%) | 60.9K -52.2K (-46.2%) | 0.05% -0.029 pp | 0.00% +0.000 pp | USD6.23 +141.6% | 3 qtrs — |
| 50 | BELVEDERE TRADING LLC | 76.4K +19.9K (+35.2%) | 60.2K +7.1K (+13.4%) | 0.91% +0.238 pp | 0.00% +0.000 pp | USD14.79 +1.8% | 3 qtrs — |
| 51 | ACADIAN ASSET MANAGEMENT LLC | 3.6K +3.6K (+100.0%) | 54.0K +54.0K (+100.0%) | 0.04% +0.043 pp | 0.00% +0.000 pp | USD15.05 +0.0% | 1 qtrs NEW |
| 52 | GROUP ONE TRADING, L.P. | 2.8K -2.5K (-46.3%) | 42.9K -50.1K (-53.9%) | 0.03% -0.029 pp | 0.00% 0.000 pp | USD6.23 +141.6% | 3 qtrs — |
| 53 | FMR LLC | 2.2K +1.3K (+136.4%) | 33.5K +17.0K (+103.0%) | 0.03% +0.015 pp | 0.00% +0.000 pp | USD11.38 +32.2% | 3 qtrs — |
| 54 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.9K +1.9K (+100.0%) | 28.6K +28.6K (+100.0%) | 0.02% +0.023 pp | 0.00% +0.002 pp | USD15.05 +0.0% | 1 qtrs NEW |
| 55 | NATIONAL BANK OF CANADA /FI/ | 1.7K -315.0 (-15.3%) | 26.2K -9.6K (-26.8%) | 0.02% -0.004 pp | 0.00% +0.000 pp | USD9.41 +59.9% | 3 qtrs — |
| 56 | IFP ADVISORS, INC | 1.5K -1.0 (-0.1%) | 22.2K -3.7K (-14.2%) | 0.02% 0.000 pp | 0.00% 0.000 pp | USD17.37 -13.4% | 3 qtrs — |
| 57 | TOWER RESEARCH CAPITAL LLC (TRC) | 1.3K +1.1K (+566.5%) | 20.1K +16.6K (+472.5%) | 0.02% +0.014 pp | 0.00% +0.000 pp | USD13.73 +9.6% | 3 qtrs — |
| 58 | PNC FINANCIAL SERVICES GROUP, INC. | 1.2K -26.0 (-2.2%) | 17.6K -3.3K (-16.0%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD6.23 +141.6% | 3 qtrs — |
| 59 | ADVISOR GROUP HOLDINGS, INC. | 897.00 +154.0 (+20.7%) | 13.5K +1.5K (+12.3%) | 0.01% +0.002 pp | 0.00% +0.000 pp | USD11.82 +27.3% | 3 qtrs — |
| 60 | CIBC PRIVATE WEALTH GROUP, LLC | 476.00 +— (+0.0%) | 7.2K -1.2K (-14.1%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD6.23 +141.6% | 3 qtrs — |
| 61 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 407.00 +— (+0.0%) | 6.1K -1.0K (-14.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD17.52 -14.1% | 2 qtrs — |
| 62 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 263.00 +238.0 (+952.0%) | 5.9K +5.4K (+1,237.2%) | 0.00% +0.003 pp | 0.00% +0.000 pp | USD14.21 +5.9% | 3 qtrs — |
| 63 | CWM, LLC | 339.00 -257.0 (-43.1%) | 5.0K -5.0K (-50.0%) | 0.00% -0.003 pp | 0.00% +0.000 pp | USD6.23 +141.6% | 3 qtrs — |
| 64 | HURLEY CAPITAL, LLC | 245.00 +— (+0.0%) | 3.7K -605.0 (-14.1%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD17.52 -14.1% | 2 qtrs — |
| 65 | GAMMA INVESTING LLC | 228.00 -12.0 (-5.0%) | 3.4K -774.0 (-18.4%) | 0.00% 0.000 pp | 0.00% 0.000 pp | USD17.51 -14.0% | 2 qtrs — |
| 66 | CKW FINANCIAL GROUP | 192.00 +— (+0.0%) | 3.0K -1.0K (-25.0%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD6.23 +141.6% | 3 qtrs — |
| 67 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 199.00 -45.0 (-18.4%) | 3.0K -1.3K (-29.9%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD6.23 +141.6% | 3 qtrs — |
| 68 | SBI SECURITIES CO., LTD. | 149.00 +— (+0.0%) | 2.2K -368.0 (-14.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD6.22 +142.0% | 3 qtrs — |
| 69 | FEDERATED HERMES, INC. | 98.00 +— (+0.0%) | 1.5K -242.0 (-14.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD17.51 -14.0% | 2 qtrs — |
| 70 | FARTHER FINANCE ADVISORS, LLC | 97.00 +97.0 (+100.0%) | 1.5K +1.5K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD15.04 +0.1% | 1 qtrs NEW |
| 71 | JONES FINANCIAL COMPANIES LLLP | 96.00 -53.0 (-35.6%) | 1.4K -1.2K (-45.7%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD15.61 -3.6% | 3 qtrs — |
| 72 | OPTIVER HOLDING B.V. | 87.00 +— (+0.0%) | 1.3K -215.0 (-14.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD6.23 +141.6% | 3 qtrs — |
| 73 | CLEARSTEAD ADVISORS, LLC | 80.00 -65.0 (-44.8%) | 1.2K -1.3K (-52.6%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD6.23 +141.6% | 3 qtrs — |
| 74 | US BANCORP \DE\ | 67.00 +— (+0.0%) | 1.0K -166.0 (-14.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD6.21 +142.4% | 3 qtrs — |
| 75 | BESSEMER GROUP INC | 59.00 +59.0 (+100.0%) | 1.0K +1.0K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD15.03 +0.1% | 1 qtrs NEW |
| 76 | — | 66.00 +66.0 (+100.0%) | 993.00 +993.0 (+100.0%) | 0.00% +0.001 pp | 0.00% +0.001 pp | USD15.05 +0.0% | 1 qtrs NEW |
| 77 | NISA INVESTMENT ADVISORS, LLC | 50.00 +— (+0.0%) | 753.00 -123.0 (-14.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD6.22 +142.0% | 3 qtrs — |
| 78 | ALLWORTH FINANCIAL LP | 42.00 -10.0 (-19.2%) | 633.00 -279.0 (-30.6%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD6.19 +143.1% | 3 qtrs — |
| 79 | MAI CAPITAL MANAGEMENT | 37.00 +— (+0.0%) | 557.00 -92.0 (-14.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD6.22 +142.0% | 3 qtrs — |
| 80 | STRATEGIC INVESTMENT SOLUTIONS, INC. /IL | 37.00 +— (+0.0%) | 557.00 -91.0 (-14.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD6.22 +142.0% | 3 qtrs — |
| 81 | BRYN MAWR TRUST CO | 35.00 +— (+0.0%) | 527.00 -86.0 (-14.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD17.51 -14.0% | 2 qtrs — |
| 82 | BARCLAYS PLC | 33.00 +— (+0.0%) | 497.00 -81.0 (-14.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD6.21 +142.4% | 3 qtrs — |
| 83 | FORTITUDE FAMILY OFFICE, LLC | 29.00 +29.0 (+100.0%) | 436.00 +436.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD15.03 +0.1% | 3 qtrs — |
| 84 | HM PAYSON & CO | 25.00 +— (+0.0%) | 377.00 -61.0 (-13.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD6.20 +142.7% | 3 qtrs — |
| 85 | QUENT CAPITAL, LLC | 25.00 +25.0 (+100.0%) | 376.00 +376.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD15.04 +0.1% | 1 qtrs NEW |
| 86 | CORECAP ADVISORS, LLC | 25.00 +— (+0.0%) | 376.00 -62.0 (-14.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD6.20 +142.7% | 3 qtrs — |
| 87 | COMERICA BANK | 20.00 +— (+0.0%) | 301.00 -49.0 (-14.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD6.20 +142.7% | 3 qtrs — |
| 88 | DOGWOOD WEALTH MANAGEMENT LLC | 11.00 +— (+0.0%) | 166.00 -27.0 (-14.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD6.18 +143.5% | 3 qtrs — |
| 89 | ORG WEALTH PARTNERS, LLC | 7.00 +— (+0.0%) | 105.00 -17.0 (-13.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD6.14 +145.1% | 3 qtrs — |
| 90 | SOUND INCOME STRATEGIES, LLC | 5.00 +— (+0.0%) | 103.00 -12.0 (-10.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD17.40 -13.5% | 2 qtrs — |
| 91 | RUSSELL INVESTMENTS GROUP, LTD. | 6.00 -930.0 (-99.4%) | 90.00 -16.3K (-99.5%) | 0.00% -0.011 pp | 0.00% +0.000 pp | USD6.17 +143.9% | 3 qtrs — |
| 92 | SAGEVIEW ADVISORY GROUP, LLC | 2.00 +2.0 (+100.0%) | 31.00 +31.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD15.00 +0.3% | 1 qtrs NEW |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 14 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | State Street SPDR S&P International Small Cap ETF GWX | 0.01% | 120.1K | 0.40% |
| 2 | iShares Micro-Cap ETF IWC | 0.01% | 194.8K | 0.60% |
| 3 | State Street SPDR Portfolio Europe ETF SPEU | 0.00% | 12.3K | 0.07% |
| 4 | Vanguard Extended Market ETF VXF | 0.00% | 914.7K | 0.05% |
| 5 | Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO | 0.00% | 1.0K | 0.17% |
| 6 | Vanguard U.S. Total Market Shares Index ETF VTS.AX | 0.00% | 5.1K | 0.03% |
| 7 | Vanguard U.S. Total Market Index ETF VUN.TO | 0.00% | 13.9K | 0.17% |
| 8 | Vanguard Total Stock Market ETF VTI | 0.00% | 2.38M | 0.03% |
| 9 | Vanguard All-Equity ETF Portfolio VEQT.TO | 0.00% | 5.2K | 0.22% |
| 10 | Vanguard Growth ETF Portfolio VGRO.TO | 0.00% | 2.8K | 0.22% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
1.05
Neutral
Ratio by volume
3.00
Bullish
Buys
23
Sells
22
Shares acquired
301.0K
Shares disposed
44.2K
Cash buys
—
Cash sales
9.00
Net activity
+256,846
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-11 | Tappin Matthew | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 402 | 10.83 | 4.4K | 2,823 | D | ↗ |
| 2026-03-10 | Tappin Matthew | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 655 | 11.12 | 7.3K | 3,225 | D | ↗ |
| 2026-03-10 | Narayanan Arun | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 5,145 | 11.12 | 57.2K | 12,980 | D | ↗ |
| 2026-03-10 | Laureles Saul R. | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 942 | 11.12 | 10.5K | 27,450 | D | ↗ |
| 2026-03-10 | Carlson Michael James | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 2,079 | 11.12 | 23.1K | 19,458 | D | ↗ |
| 2026-03-07 | Tappin Matthew | Officer | M-Exempt | D | Restricted Stock Unit | 1,458 | 0.00 | — | 1,459 | D | ↗ |
| 2026-03-07 | Narayanan Arun | Officer | M-Exempt | D | Restricted Stock Unit | 5,625 | 0.00 | — | 5,625 | D | ↗ |
| 2026-03-07 | Laureles Saul R. | Officer | M-Exempt | D | Restricted Stock Unit | 2,916 | 0.00 | — | 2,918 | D | ↗ |
| 2026-03-07 | Carlson Michael James | Officer | M-Exempt | D | Restricted Stock Unit | 3,541 | 0.00 | — | 3,516 | D | ↗ |
| 2026-03-04 | Tappin Matthew | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 185 | 10.00 | 1.9K | 2,422 | D | ↗ |
| 2026-03-03 | Tappin Matthew | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 300 | 9.67 | 2.9K | 2,607 | D | ↗ |
| 2026-03-03 | Laureles Saul R. | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 292 | 9.67 | 2.8K | 25,476 | D | ↗ |
| 2026-03-01 | Tappin Matthew | Officer | M-Exempt | A | Common Stock, Par Value $0.0001 Per Share | 670 | 0.00 | — | 2,907 | D | ↗ |
| 2026-03-01 | Laureles Saul R. | Officer | M-Exempt | A | Common Stock, Par Value $0.0001 Per Share | 904 | 0.00 | — | 25,768 | D | ↗ |
| 2026-02-26 | Tappin Matthew | Officer | A-Award | A | Performance Stock Unit | 17,200 | 0.00 | — | 17,200 | D | ↗ |
| 2026-02-26 | Narayanan Arun | Officer | A-Award | A | Restricted Stock Unit | 57,600 | 0.00 | — | 57,600 | D | ↗ |
| 2026-02-26 | Musfeldt Brian | Officer | A-Award | A | Restricted Stock Unit | 25,800 | 0.00 | — | 25,800 | D | ↗ |
| 2026-02-26 | Laureles Saul R. | Officer | A-Award | A | Restricted Stock Unit | 18,000 | 0.00 | — | 18,000 | D | ↗ |
| 2026-02-26 | Carlson Michael James | Officer | A-Award | A | Performance Stock Unit | 17,200 | 0.00 | — | 17,200 | D | ↗ |
| 2026-02-20 | Tappin Matthew | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 366 | 11.40 | 4.2K | 2,237 | D | ↗ |
| 2026-02-19 | Tappin Matthew | Officer | F-InKind | D | Common Stock, Par Value $0.0001 Per Share | 522 | 11.30 | 5.9K | 2,603 | D | ↗ |
| 2026-02-19 | Laureles Saul R. | Officer | F-InKind | D | Common Stock, Par Value $0.0001 Per Share | 536 | 11.30 | 6.1K | 24,864 | D | ↗ |
| 2026-02-19 | Carlson Michael James | Officer | F-InKind | D | Common Stock, Par Value $0.0001 Per Share | 730 | 11.30 | 8.2K | 17,996 | D | ↗ |
| 2026-02-15 | Tappin Matthew | Officer | M-Exempt | A | Common Stock, Par Value $0.0001 Per Share | 1,253 | 0.00 | — | 3,125 | D | ↗ |
| 2026-02-15 | Laureles Saul R. | Officer | M-Exempt | D | Restricted Stock Unit | 1,790 | 0.00 | — | 0 | D | ↗ |
| 2026-02-15 | Carlson Michael James | Officer | M-Exempt | D | Restricted Stock Unit | 1,342 | 0.00 | — | 0 | D | ↗ |
| 2026-01-05 | Cabot Jeffrey T | Officer | A-Award | A | Stock Option | 3,500 | 18.30 | 64.1K | 3,500 | D | ↗ |
| 2025-11-18 | Shukla Rahul | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 3,674 | 16.21 | 59.6K | 0 | D | ↗ |
| 2025-11-11 | Tappin Matthew | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 9,584 | 17.70 | 169.6K | 1,872 | D | ↗ |
| 2025-11-10 | Tappin Matthew | Officer | F-InKind | D | Common Stock, Par Value $0.0001 Per Share | 5,416 | 18.27 | 99.0K | 11,456 | D | ↗ |
| 2025-11-10 | Shukla Rahul | Officer | F-InKind | D | Common Stock, Par Value $0.0001 Per Share | 2,076 | 18.27 | 37.9K | 3,674 | D | ↗ |
| 2025-11-10 | Laureles Saul R. | Officer | F-InKind | D | Common Stock, Par Value $0.0001 Per Share | 3,379 | 18.27 | 61.7K | 23,610 | D | ↗ |
| 2025-11-10 | Carlson Michael James | Officer | F-InKind | D | Common Stock, Par Value $0.0001 Per Share | 6,743 | 18.27 | 123.2K | 17,384 | D | ↗ |
| 2025-11-07 | Tappin Matthew | Officer | M-Exempt | A | Common Stock, Par Value $0.0001 Per Share | 15,000 | 0.00 | — | 16,872 | D | ↗ |
| 2025-11-07 | Shukla Rahul | Officer | M-Exempt | A | Common Stock, Par Value $0.0001 Per Share | 5,750 | 0.00 | — | 5,750 | D | ↗ |
| 2025-11-07 | Laureles Saul R. | Officer | M-Exempt | D | Restricted Stock Unit | 13,750 | 0.00 | — | 0 | D | ↗ |
| 2025-11-07 | Carlson Michael James | Officer | M-Exempt | A | Common Stock, Par Value $0.0001 Per Share | 13,750 | 0.00 | — | 24,127 | D | ↗ |
| 2025-07-28 | Tappin Matthew | Officer | A-Award | A | Performance Stock Unit | 10,000 | 0.00 | — | 10,000 | D | ↗ |
| 2025-07-28 | Laureles Saul R. | Officer | A-Award | A | Restricted Stock Unit | 10,000 | 0.00 | — | 10,000 | D | ↗ |
| 2025-07-28 | Carlson Michael James | Officer | A-Award | A | Performance Stock Unit | 10,000 | 0.00 | — | 10,000 | D | ↗ |
| 2025-07-17 | Musfeldt Brian | Officer | A-Award | A | Performance Stock Unit | 5,500 | 0.00 | — | 5,500 | D | ↗ |
| 2025-07-03 | BUZBY DAVID S | Director | G-Gift | A | Common Stock, Par Value $0.0001 Per Share | 5,511 | 0.00 | — | 37,571 | I | ↗ |
| 2025-06-30 | Tappin Matthew | Officer | A-Award | A | Stock Options | 5,500 | 6.23 | 34.3K | 5,500 | D | ↗ |
| 2025-06-30 | Shukla Rahul | Officer | A-Award | A | Stock Options | 2,250 | 6.23 | 14.0K | 2,250 | D | ↗ |
| 2025-06-30 | Laureles Saul R. | Officer | A-Award | A | Restricted Stock Unit | 11,000 | 0.00 | — | 11,000 | D | ↗ |
| 2025-06-30 | Carlson Michael James | Officer | A-Award | A | Performance Stock Unit | 5,500 | 0.00 | — | 5,500 | D | ↗ |
| 2025-06-16 | Tappin Matthew | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 20,823 | 0.45 | 9.4K | 37,458 | D | ↗ |
| 2025-06-04 | Tammineedi Anil | Director | A-Award | A | Restricted Stock Unit | 149,723 | 0.00 | — | 149,723 | D | ↗ |
| 2025-06-04 | TYSON LAURA D | Director | A-Award | A | Restricted Stock Unit | 149,723 | 0.00 | — | 149,723 | D | ↗ |
| 2025-06-04 | Shivram Krishna | Director | A-Award | A | Restricted Stock Unit | 149,723 | 0.00 | — | 149,723 | D | ↗ |
| 2025-06-04 | Guruswamy Vasudevan | Director | A-Award | A | Restricted Stock Unit | 149,723 | 0.00 | — | 149,723 | D | ↗ |
| 2025-06-04 | Daley Adam | Director | A-Award | A | Restricted Stock Unit | 149,723 | 0.00 | — | 149,723 | D | ↗ |
| 2025-06-04 | Birns Ira M | Director | A-Award | A | Restricted Stock Unit | 149,723 | 0.00 | — | 149,723 | D | ↗ |
| 2025-06-04 | BUZBY DAVID S | Director | A-Award | A | Restricted Stock Unit | 149,723 | 0.00 | — | 149,723 | D | ↗ |
| 2025-05-30 | Tappin Matthew | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 1,164 | 0.45 | 524.96 | 58,281 | D | ↗ |
| 2025-05-29 | Tappin Matthew | Officer | M-Exempt | A | Common Stock, Par Value $0.0001 Per Share | 2,775 | 0.00 | — | 59,445 | D | ↗ |
| 2025-05-29 | Tammineedi Anil | Director | M-Exempt | D | Restricted Stock Unit | 110,236 | 0.00 | — | 0 | D | ↗ |
| 2025-05-29 | TYSON LAURA D | Director | M-Exempt | D | Restricted Stock Unit | 110,236 | 0.00 | — | 0 | D | ↗ |
| 2025-05-29 | Shivram Krishna | Director | M-Exempt | A | Common Stock, Par Value $0.0001 Per Share | 62,222 | 0.00 | — | 62,222 | D | ↗ |
| 2025-05-29 | Guruswamy Vasudevan | Director | M-Exempt | D | Restricted Stock Unit | 62,222 | 0.00 | — | 0 | D | ↗ |
| 2025-05-29 | Daley Adam | Director | M-Exempt | D | Restricted Stock Unit | 110,236 | 0.00 | — | 0 | D | ↗ |
| 2025-05-29 | Birns Ira M | Director | M-Exempt | A | Common Stock, Par Value $0.0001 Per Share | 110,236 | 0.00 | — | 134,420 | D | ↗ |
| 2025-05-29 | BUZBY DAVID S | Director | M-Exempt | D | Restricted Stock Unit | 110,236 | 0.00 | — | 0 | D | ↗ |
| 2025-05-02 | Shukla Rahul | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 24,567 | 0.54 | 13.3K | 0 | D | ↗ |
| 2025-05-02 | Laureles Saul R. | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 809 | 0.53 | 429.58 | 264,792 | D | ↗ |
| 2025-05-01 | Laureles Saul R. | Officer | M-Exempt | A | Common Stock, Par Value $0.0001 Per Share | 3,453 | 0.00 | — | 265,601 | D | ↗ |
| 2025-03-17 | Shivram Krishna | Director | A-Award | A | Restricted Stock Unit | 62,222 | 0.00 | — | 62,222 | D | ↗ |
| 2025-03-17 | Guruswamy Vasudevan | Director | A-Award | A | Restricted Stock Unit | 62,222 | 0.00 | — | 62,222 | D | ↗ |
| 2025-03-12 | Tappin Matthew | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 13,070 | 0.40 | 5.3K | 56,670 | D | ↗ |
| 2025-03-12 | Shukla Rahul | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 7,469 | 0.40 | 3.0K | 24,567 | D | ↗ |
| 2025-03-12 | Carlson Michael James | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 27,739 | 0.40 | 11.2K | 204,140 | D | ↗ |
| 2025-03-11 | Tappin Matthew | Officer | M-Exempt | A | Common Stock, Par Value $0.0001 Per Share | 29,167 | 0.00 | — | 69,740 | D | ↗ |
| 2025-03-11 | Shukla Rahul | Officer | M-Exempt | D | Restricted Stock Unit | 16,667 | 0.00 | — | 176,890 | D | ↗ |
| 2025-03-11 | Laureles Saul R. | Officer | M-Exempt | A | Common Stock, Par Value $0.0001 Per Share | 58,334 | 0.00 | — | 262,148 | D | ↗ |
| 2025-03-11 | Carlson Michael James | Officer | M-Exempt | D | Restricted Stock Unit | 70,834 | 0.00 | — | 455,686 | D | ↗ |
| 2025-03-07 | Tappin Matthew | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 5,645 | 0.42 | 2.4K | 40,573 | D | ↗ |
| 2025-03-06 | Tappin Matthew | Officer | M-Exempt | D | Restricted Stock Unit | 13,397 | 0.00 | — | 428,726 | D | ↗ |
| 2025-03-06 | Laureles Saul R. | Officer | M-Exempt | D | Restricted Stock Unit | 18,087 | 0.00 | — | 507,330 | D | ↗ |
| 2025-02-25 | Shukla Rahul | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 9,048 | 0.51 | 4.6K | 15,369 | D | ↗ |
| 2025-02-24 | Shukla Rahul | Officer | M-Exempt | A | Common Stock, Par Value $0.0001 Per Share | 19,951 | 0.00 | — | 24,417 | D | ↗ |
| 2025-02-20 | Tappin Matthew | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 8,130 | 0.63 | 5.1K | 32,821 | D | ↗ |
| 2025-02-20 | Laureles Saul R. | Officer | M-Exempt | A | Common Stock, Par Value $0.0001 Per Share | 34,737 | 0.00 | — | 185,727 | D | ↗ |
| 2025-02-20 | Carlson Michael James | Officer | M-Exempt | A | Common Stock, Par Value $0.0001 Per Share | 26,053 | 0.00 | — | 161,045 | D | ↗ |
| 2025-02-20 | Albert Hofeldt | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 13,294 | 0.63 | 8.3K | 185,863 | D | ↗ |
| 2025-02-19 | Tappin Matthew | Officer | M-Exempt | A | Common Stock, Par Value $0.0001 Per Share | 24,316 | 0.00 | — | 40,951 | D | ↗ |
| 2025-02-19 | Homenock Kim | Officer | M-Exempt | D | Restricted Stock Unit | 22,579 | 0.00 | — | 431,642 | D | ↗ |
| 2025-02-19 | Albert Hofeldt | Officer | M-Exempt | D | Restricted Stock Unit | 47,138 | 0.00 | — | 476,369 | D | ↗ |
| 2025-01-27 | Narayanan Arun | Officer | A-Award | A | Restricted Stock Unit | 225,000 | 0.00 | — | 225,000 | D | ↗ |
| 2025-01-23 | Shukla Rahul | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 3,534 | 0.65 | 2.3K | 4,466 | D | ↗ |
| 2025-01-22 | Shukla Rahul | Officer | M-Exempt | D | Restricted Stock Unit | 8,000 | 0.00 | — | 213,508 | D | ↗ |
| 2025-01-14 | BUZBY DAVID S | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 66,667 | 0.84 | 56.0K | 66,667 | D | ↗ |
| 2024-11-01 | Tappin Matthew | Officer | A-Award | A | Restricted Stock Unit | 300,000 | 0.00 | — | 466,439 | D | ↗ |
| 2024-11-01 | Laureles Saul R. | Officer | A-Award | A | Restricted Stock Unit | 275,000 | 0.00 | — | 560,154 | D | ↗ |
| 2024-11-01 | Homenock Kim | Officer | A-Award | A | Restricted Stock Unit | 275,000 | 0.00 | — | 454,221 | D | ↗ |
| 2024-11-01 | Carlson Michael James | Officer | A-Award | A | Restricted Stock Unit | 100,000 | 0.00 | — | 552,573 | D | ↗ |
| 2024-11-01 | Albert Hofeldt | Officer | A-Award | A | Restricted Stock Unit | 275,000 | 0.00 | — | 523,507 | D | ↗ |
| 2024-10-23 | Albert Hofeldt | Officer | — | — | Restricted Stock Unit | 111,276 | 0.00 | — | 0 | D | ↗ |
| 2024-10-10 | Shukla Rahul | Officer | A-Award | A | Restricted Stock Unit | 115,000 | 0.00 | — | 221,508 | D | ↗ |
| 2024-09-26 | Carlson Michael James | Officer | M-Exempt | D | Restricted Stock Unit | 6,089 | 0.00 | — | 277,573 | D | ↗ |
| 2024-09-03 | Hole Spencer Doran | Officer | A-Award | A | Stock Option (Right to Buy) | 277,778 | 0.58 | 161.1K | 277,778 | — | ↗ |
| 2024-08-28 | Cunningham Gerard | Director | A-Award | A | Stock Option (Right to Buy) | 45,000 | 1.00 | 45.0K | 45,000 | — | ↗ |
| 2024-08-28 | BUZBY DAVID S | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 400,000 | 1.00 | 400.0K | 400,000 | — | ↗ |
| 2024-07-18 | Cunningham Gerard | Director | A-Award | A | Restricted Stock Unit | 75,727 | 0.00 | — | 185,963 | — | ↗ |
| 2024-06-07 | Woodward Jane | Director | M-Exempt | D | Restricted Stock Unit | 23,489 | 0.00 | — | 110,236 | — | ↗ |
| 2024-06-07 | Tammineedi Anil | Director | M-Exempt | A | Common Stock, Par Value $0.0001 Per Share | 23,489 | 0.00 | — | 49,511 | — | ↗ |
| 2024-06-07 | TYSON LAURA D | Director | M-Exempt | A | Common Stock, Par Value $0.0001 Per Share | 23,489 | 0.00 | — | 49,511 | — | ↗ |
| 2024-06-07 | MORGAN MICHAEL C | Director | M-Exempt | A | Common Stock, Par Value $0.0001 Per Share | 23,489 | 0.00 | — | 43,987 | — | ↗ |
| 2024-06-07 | Daley Adam | Director | M-Exempt | D | Restricted Stock Unit | 23,489 | 0.00 | — | 110,236 | — | ↗ |
| 2024-06-07 | Cunningham Gerard | Director | M-Exempt | A | Common Stock, Par Value $0.0001 Per Share | 12,138 | 0.00 | — | 12,138 | — | ↗ |
| 2024-06-07 | Birns Ira M | Director | M-Exempt | A | Common Stock, Par Value $0.0001 Per Share | 24,184 | 0.00 | — | 24,184 | — | ↗ |
| 2024-06-07 | BUZBY DAVID S | Director | M-Exempt | A | Common Stock, Par Value $0.0001 Per Share | 23,489 | 0.00 | — | 119,789 | — | ↗ |
| 2024-05-29 | Woodward Jane | Director | A-Award | A | Restricted Stock Unit | 110,236 | 0.00 | — | 133,725 | — | ↗ |
| 2024-05-29 | Tammineedi Anil | Director | A-Award | A | Restricted Stock Unit | 110,236 | 0.00 | — | 133,725 | — | ↗ |
| 2024-05-29 | TYSON LAURA D | Director | A-Award | A | Restricted Stock Unit | 110,236 | 0.00 | — | 133,725 | — | ↗ |
| 2024-05-29 | MORGAN MICHAEL C | Director | A-Award | A | Restricted Stock Unit | 110,236 | 0.00 | — | 133,725 | — | ↗ |
| 2024-05-29 | Daley Adam | Director | A-Award | A | Restricted Stock Unit | 110,236 | 0.00 | — | 133,725 | — | ↗ |
| 2024-05-29 | Cunningham Gerard | Director | A-Award | A | Restricted Stock Unit | 110,236 | 0.00 | — | 122,374 | — | ↗ |
| 2024-05-29 | Birns Ira M | Director | A-Award | A | Restricted Stock Unit | 110,236 | 0.00 | — | 134,420 | — | ↗ |
| 2024-05-29 | BUZBY DAVID S | Director | A-Award | A | Restricted Stock Unit | 110,236 | 0.00 | — | 133,725 | — | ↗ |
| 2024-05-28 | Tappin Matthew | Officer | A-Award | A | Restricted Stock Unit | 87,500 | 0.00 | — | 166,439 | — | ↗ |
| 2024-05-28 | Shukla Rahul | Officer | A-Award | A | Restricted Stock Unit | 50,000 | 0.00 | — | 106,508 | — | ↗ |
| 2024-05-28 | Russo Alan | Officer | A-Award | A | Restricted Stock Unit | 125,000 | 0.00 | — | 229,749 | — | ↗ |
| 2024-05-28 | Patel Prakesh | Officer | A-Award | A | Restricted Stock Unit | 125,000 | 0.00 | — | 228,947 | — | ↗ |
| 2024-05-28 | Laureles Saul R. | Officer | A-Award | A | Restricted Stock Unit | 175,000 | 0.00 | — | 285,154 | — | ↗ |
| 2024-05-28 | Homenock Kim | Officer | A-Award | A | Restricted Stock Unit | 100,000 | 0.00 | — | 179,221 | — | ↗ |
| 2024-05-28 | Carrington John Eugene | Director / Officer | A-Award | A | Restricted Stock Unit | 389,466 | 0.00 | — | 1,094,878 | — | ↗ |
| 2024-05-28 | Carlson Michael James | Officer | A-Award | A | Restricted Stock Unit | 212,500 | 0.00 | — | 283,662 | — | ↗ |
| 2024-05-28 | BUSH WILLIAM JOHN | Officer | A-Award | A | Restricted Stock Unit | 125,000 | 0.00 | — | 573,380 | — | ↗ |
| 2024-05-24 | Tappin Matthew | Officer | M-Exempt | A | Common Stock, Par Value $0.0001 Per Share | 2,775 | 0.00 | — | 18,023 | — | ↗ |
| 2024-05-02 | Carrington John Eugene | Director / Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 194,171 | 1.85 | 359.2K | 506,585 | — | ↗ |
| 2024-04-30 | Russo Alan | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 24,142 | 1.87 | 45.1K | 212,910 | — | ↗ |
| 2024-04-30 | Patel Prakesh | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 23,863 | 1.87 | 44.6K | 181,668 | — | ↗ |
| 2024-04-30 | Laureles Saul R. | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 822 | 1.87 | 1.5K | 150,990 | — | ↗ |
| 2024-04-30 | BUSH WILLIAM JOHN | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 24,035 | 1.87 | 44.9K | 390,217 | — | ↗ |
| 2024-04-28 | Russo Alan | Officer | M-Exempt | D | Restricted Stock Unit | 4,254 | 0.00 | — | 104,749 | — | ↗ |
| 2024-04-28 | Patel Prakesh | Officer | M-Exempt | A | Common Stock, Par Value $0.0001 Per Share | 3,453 | 0.00 | — | 205,531 | — | ↗ |
| 2024-04-28 | Laureles Saul R. | Officer | M-Exempt | D | Restricted Stock Unit | 3,453 | 0.00 | — | 110,154 | — | ↗ |
| 2024-04-28 | Carrington John Eugene | Director / Officer | M-Exempt | D | Restricted Stock Unit | 428,572 | 0.00 | — | 715,278 | — | ↗ |
| 2024-04-28 | BUSH WILLIAM JOHN | Officer | M-Exempt | D | Restricted Stock Unit | 65,000 | 0.00 | — | 452,326 | — | ↗ |
| 2024-04-19 | Cunningham Gerard | Director | A-Award | A | Restricted Stock Unit | 12,138 | 0.00 | — | 12,138 | — | ↗ |
| 2024-03-19 | Tappin Matthew | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 26,640 | 1.82 | 48.5K | 15,248 | — | ↗ |
| 2024-03-19 | Schaefer Robert | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 100,000 | 1.82 | 182.0K | 716,110 | — | ↗ |
| 2024-03-18 | BUZBY DAVID S | Director | P-Purchase | A | Common Stock, Par Value $0.0001 Per Share | 33,800 | 1.81 | 61.2K | 96,300 | — | ↗ |
| 2024-03-15 | Homenock Kim | Officer | P-Purchase | A | Common Stock, Par Value $0.0001 Per Share | 24,000 | 1.84 | 44.2K | 161,989 | — | ↗ |
| 2024-03-15 | Carlson Michael James | Officer | P-Purchase | A | Common Stock, Par Value $0.0001 Per Share | 44,882 | 1.75 | 78.5K | 128,903 | — | ↗ |
| 2024-03-15 | BUZBY DAVID S | Director | P-Purchase | A | Common Stock, Par Value $0.0001 Per Share | 62,500 | 1.84 | 115.0K | 62,500 | — | ↗ |
| 2024-03-14 | Homenock Kim | Officer | M-Exempt | D | Restricted Stock Unit | 16,689 | 0.00 | — | 79,221 | — | ↗ |
| 2024-03-14 | Carlson Michael James | Officer | P-Purchase | A | Common Stock, Par Value $0.0001 Per Share | 10,118 | 1.75 | 17.7K | 84,021 | — | ↗ |
| 2024-03-13 | Johnson larsh | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 21,428 | 2.00 | 42.9K | 78,739 | — | ↗ |
| 2024-03-12 | Johnson larsh | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 20,000 | 2.00 | 40.0K | 100,167 | — | ↗ |
| 2024-03-11 | Shukla Rahul | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 21,332 | 2.21 | 47.1K | 0 | — | ↗ |
| 2024-03-08 | Tappin Matthew | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 24,899 | 2.19 | 54.5K | 41,888 | — | ↗ |
| 2024-03-08 | Shukla Rahul | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 19,899 | 2.19 | 43.6K | 21,332 | — | ↗ |
| 2024-03-08 | Schaefer Robert | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 37,463 | 2.19 | 82.0K | 816,110 | — | ↗ |
| 2024-03-08 | Patel Prakesh | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 35,902 | 2.19 | 78.6K | 137,078 | — | ↗ |
| 2024-03-08 | Laureles Saul R. | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 26,602 | 2.19 | 58.3K | 148,359 | — | ↗ |
| 2024-03-08 | Johnson larsh | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 35,880 | 2.19 | 78.6K | 120,167 | — | ↗ |
| 2024-03-08 | Homenock Kim | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 26,512 | 2.19 | 58.1K | 121,300 | — | ↗ |
| 2024-03-08 | Carrington John Eugene | Director / Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 85,038 | 2.19 | 186.2K | 262,318 | — | ↗ |
| 2024-03-08 | Carlson Michael James | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 35,269 | 2.19 | 77.2K | 73,903 | — | ↗ |
| 2024-03-08 | BUSH WILLIAM JOHN | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 46,034 | 2.19 | 100.8K | 345,306 | — | ↗ |
| 2024-03-05 | Tappin Matthew | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 3,837 | 2.41 | 9.2K | 66,787 | — | ↗ |
| 2024-03-04 | Tappin Matthew | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 5,724 | 2.48 | 14.2K | 70,624 | — | ↗ |
| 2024-03-04 | Shukla Rahul | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 20,204 | 2.47 | 49.9K | 41,231 | — | ↗ |
| 2024-03-04 | Schaefer Robert | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 5,945 | 2.48 | 14.7K | 853,573 | — | ↗ |
| 2024-03-04 | Russo Alan | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 7,153 | 2.48 | 17.7K | 167,798 | — | ↗ |
| 2024-03-04 | Patel Prakesh | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 7,153 | 2.48 | 17.7K | 172,980 | — | ↗ |
| 2024-03-04 | Laureles Saul R. | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 5,591 | 2.48 | 13.9K | 174,961 | — | ↗ |
| 2024-03-04 | Johnson larsh | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 7,153 | 2.48 | 17.7K | 156,047 | — | ↗ |
| 2024-03-04 | Carrington John Eugene | Director / Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 9,885 | 2.48 | 24.5K | 347,356 | — | ↗ |
| 2024-03-04 | BUSH WILLIAM JOHN | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 10,016 | 2.48 | 24.8K | 391,340 | — | ↗ |
| 2024-03-01 | Tappin Matthew | Officer | A-Award | A | Common Stock, Par Value $0.0001 Per Share | 51,539 | 0.00 | — | 76,348 | — | ↗ |
| 2024-03-01 | Shukla Rahul | Officer | A-Award | A | Common Stock, Par Value $0.0001 Per Share | 41,231 | 0.00 | — | 61,435 | — | ↗ |
| 2024-03-01 | Schaefer Robert | Officer | M-Exempt | D | Restricted Stock Unit | 16,747 | 0.00 | — | 77,573 | — | ↗ |
| 2024-03-01 | Russo Alan | Officer | M-Exempt | D | Restricted Stock Unit | 16,747 | 0.00 | — | 174,003 | — | ↗ |
| 2024-03-01 | Patel Prakesh | Officer | M-Exempt | D | Restricted Stock Unit | 16,747 | 0.00 | — | 172,400 | — | ↗ |
| 2024-03-01 | Laureles Saul R. | Officer | A-Award | A | Common Stock, Par Value $0.0001 Per Share | 82,462 | 0.00 | — | 180,552 | — | ↗ |
| 2024-03-01 | Johnson larsh | Officer | M-Exempt | A | Common Stock, Par Value $0.0001 Per Share | 16,747 | 0.00 | — | 85,892 | — | ↗ |
| 2024-03-01 | Homenock Kim | Officer | A-Award | A | Common Stock, Par Value $0.0001 Per Share | 55,503 | 0.00 | — | 147,812 | — | ↗ |
| 2024-03-01 | Carrington John Eugene | Director / Officer | M-Exempt | A | Common Stock, Par Value $0.0001 Per Share | 26,795 | 0.00 | — | 165,357 | — | ↗ |
| 2024-03-01 | Carlson Michael James | Officer | A-Award | A | Common Stock, Par Value $0.0001 Per Share | 88,805 | 0.00 | — | 109,172 | — | ↗ |
| 2024-03-01 | BUSH WILLIAM JOHN | Officer | M-Exempt | A | Common Stock, Par Value $0.0001 Per Share | 23,446 | 0.00 | — | 300,260 | — | ↗ |
| 2024-02-27 | Carrington John Eugene | Director / Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 13,863 | 2.70 | 37.4K | 138,562 | — | ↗ |
| 2024-02-26 | Shukla Rahul | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 8,244 | 2.65 | 21.8K | 20,204 | — | ↗ |
| 2024-02-24 | Carrington John Eugene | Director / Officer | M-Exempt | A | Common Stock, Par Value $0.0001 Per Share | 34,737 | 0.00 | — | 152,425 | — | ↗ |
| 2024-02-23 | Shukla Rahul | Officer | M-Exempt | D | Restricted Stock Unit | 19,951 | 0.00 | — | 56,508 | — | ↗ |
| 2024-02-20 | Tappin Matthew | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 6,857 | 3.05 | 20.9K | 11,411 | — | ↗ |
| 2024-02-16 | Tappin Matthew | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 10,602 | 3.17 | 33.6K | 18,268 | — | ↗ |
| 2024-02-16 | Schaefer Robert | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 7,866 | 3.17 | 24.9K | 741,675 | — | ↗ |
| 2024-02-16 | Russo Alan | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 14,390 | 3.17 | 45.6K | 158,204 | — | ↗ |
| 2024-02-16 | Patel Prakesh | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 14,389 | 3.17 | 45.6K | 86,078 | — | ↗ |
| 2024-02-16 | Laureles Saul R. | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 10,959 | 3.17 | 34.7K | 80,003 | — | ↗ |
| 2024-02-16 | Johnson larsh | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 12,117 | 3.17 | 38.4K | 69,145 | — | ↗ |
| 2024-02-16 | Carlson Michael James | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 9,952 | 3.17 | 31.5K | 20,367 | — | ↗ |
| 2024-02-16 | BUSH WILLIAM JOHN | Officer | S-Sale | D | Common Stock, Par Value $0.0001 Per Share | 20,367 | 3.17 | 64.6K | 276,814 | — | ↗ |
| 2024-02-15 | Tappin Matthew | Officer | A-Award | A | Stock Option (Right to Buy) | 45,024 | 3.37 | 151.7K | 45,024 | — | ↗ |
| 2024-02-15 | Shukla Rahul | Officer | A-Award | A | Stock Option (Right to Buy) | 25,728 | 3.37 | 86.7K | 25,728 | — | ↗ |
| 2024-02-15 | Schaefer Robert | Officer | M-Exempt | D | Restricted Stock Unit | 21,710 | 0.00 | — | 94,320 | — | ↗ |
| 2024-02-15 | Russo Alan | Officer | A-Award | A | Stock Option (Right to Buy) | 64,320 | 3.37 | 216.8K | 64,320 | — | ↗ |
| 2024-02-15 | Patel Prakesh | Officer | M-Exempt | D | Restricted Stock Unit | 33,000 | 0.00 | — | 189,147 | — | ↗ |
Executive team
Top executives
EBIT / Employee
285.1K
Shares Outstanding
8.52M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Arun Narayanan Chief Executive Officer | 520.3K | 743.1K | 791.2K | — | — | 13.7K | 2.07M | 38.26% | ↗ |
| 2 | 2025 | Michael Carlson President, Managed Services & OEM Hardware | 430.4K | 379.9K | 526.0K | 29.1K | — | — | 1.37M | 40.65% | ↗ |
| 3 | 2025 | Saul R. Laureles Chief Legal Officer and Corporate Secretary | 410.2K | 376.4K | 526.0K | 29.1K | — | 8.6K | 1.35M | 41.11% | ↗ |
| 4 | 2025 | David Buzby Former Interim Chief Executive Officer and Executive Chair | 173.1K | — | 81.7K | 10.1K | — | — | 264.9K | 34.66% | ↗ |
| 5 | 2024 | John Carrington Former Chief Executive Officer | 586.5K | — | 529.7K | 445.1K | — | 735.6K | 2.30M | 42.44% | ↗ |
| 6 | 2024 | Doran Hole Chief Financial Officer and EVP | 146.5K | 300.0K | 626.1K | 102.8K | — | 4.4K | 1.18M | 61.78% | ↗ |
| 7 | 2024 | Michael Carlson Chief Operating Officer | 418.3K | — | 397.0K | 282.1K | — | — | 1.10M | 61.88% | ↗ |
| 8 | 2024 | Michael Carlson President, Managed Services & OEM Hardware | 418.3K | — | 397.0K | 282.1K | — | — | 1.10M | 61.88% | ↗ |
| 9 | 2024 | David Buzby Former Interim Chief Executive Officer and Executive Chair | 376.1K | 320.5K | 140.0K | 164.0K | — | 11.7K | 1.01M | 30.03% | ↗ |
| 10 | 2024 | Saul R. Laureles Chief Legal Officer and Corporate Secretary | 401.2K | — | 348.0K | 232.3K | — | 7.4K | 981.5K | 59.12% | ↗ |
| 11 | 2023 | William Bush Chief Financial Officer | 425.6K | — | 3.01M | 1.26M | 270.9K | 13.2K | 4.98M | 85.76% | ↗ |
| 12 | 2023 | John Carrington Chief Executive Officer | 550.6K | — | 2.17M | 633.5K | 514.3K | 13.2K | 3.88M | 72.25% | ↗ |
| 13 | 2023 | John Carrington Former Chief Executive Officer | 550.6K | — | 2.17M | 633.5K | 514.3K | 13.2K | 3.88M | 72.25% | ↗ |
| 14 | 2023 | Saul Laureles Chief Legal Officer and Corporate Secretary | 400.6K | — | 1.08M | 903.3K | 221.0K | 13.2K | 2.62M | 75.74% | ↗ |
| 15 | 2023 | Alan Russo Chief Revenue Officer | 350.6K | — | 1.03M | 858.2K | 316.9K | — | 2.55M | 73.83% | ↗ |
| 16 | 2023 | Prakesh Patel Chief Strategy Officer | 375.6K | — | 1.03M | 858.2K | 207.2K | — | 2.47M | 76.37% | ↗ |
| 17 | 2022 | Robert Schaefer President, AlsoEnergy | 314.4K | — | 5.62M | 611.7K | 322.1K | — | 6.87M | 90.74% | ↗ |
| 18 | 2022 | John Carrington Chief Executive Officer | 550.2K | — | 1,000.0K | 978.8K | 611.3K | — | 3.14M | 63.01% | ↗ |
| 19 | 2022 | William Bush Chief Financial Officer | 425.7K | — | 875.0K | 856.4K | 322.1K | — | 2.48M | 69.84% | ↗ |
| 20 | 2022 | Saul Laureles Chief Legal Officer and Corporate Secretary | 374.8K | — | 1.04M | 660.7K | 246.3K | — | 2.32M | 73.27% | ↗ |
| 21 | 2022 | Kim Homenock Chief People Officer | 281.8K | — | 1.30M | 493.4K | 176.8K | 38.2K | 2.29M | 78.30% | ↗ |
| 22 | 2021 | John Carrington Chief Executive Officer | 475.8K | — | 37.82M | 1.65M | 594.8K | 24.8K | 40.57M | 97.30% | ↗ |
| 23 | 2021 | William Bush Chief Financial Officer | 374.2K | — | 2.94M | 662.0K | 315.0K | 19.2K | 4.31M | 83.56% | ↗ |
| 24 | 2021 | Larsh Johnson Chief Technology Officer | 350.0K | — | 2.87M | 579.2K | 238.9K | 12.7K | 4.05M | 85.14% | ↗ |
| 25 | 2020 | John Carrington Chief Executive Officer | 395.5K | — | — | 4.21M | 350.6K | — | 4.96M | 84.95% | ↗ |
| 26 | 2020 | William Bush Chief Financial Officer | 350.0K | — | — | 1.88M | 150.0K | — | 2.38M | 78.98% | ↗ |
| 27 | 2020 | Larsh Johnson Chief Technology Officer | 350.0K | — | — | 346.8K | 140.0K | 88.9K | 925.6K | 37.46% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Arun Narayanan | CEO & Director | 1M | male |
| Michael J. Carlson | President of Managed Services & OEM Hardware | 810.3K | male |
| Saul R. Laureles | Chief Legal Officer & Corporate Secretary | 795.3K | male |
| Ryan McCool | Chief Technology Officer | 601.6K | male |
| Jeffrey T. Cabot | Chief Accounting Officer | — | male |
| Kevin Smart | SVP of Sales | — | male |
| Tatjana Legans | VP of Marketing & New Businesses | — | female |
| Brian Musfeldt | Chief Financial Officer | — | male |
| Brian Thompson | Founder | — | male |
| Erin Reed | Head of Investor Relations | — | — |
ESG Rating
ESG Score History SOFTWARE - INFRASTRUCTURE
Benchmark vs Sector
Senate Trading Activity
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House Trading Activity
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Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for STEM
Short-term intention
Target Price Distribution
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