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Sundance Strategies, Inc. (SUND)
USD0.20
+0.00 (+0.00%)
US OTC Financial Services Insurance - Diversified
Address
4626 North 300 West 84604
Provo, UT, US
Provo, UT, US
CEO
Randall F. Pearson
Website
sundancestrategies.com
IPO
2012-09-25
CIK 1171838 ISIN US86726Q1040
Description
Sundance Strategies, Inc. is a professional services firm that offers specialized consulting to a range of clients, including structured finance groups, bond issuers, and life settlement aggregators. Their core expertise lies in providing strategic guidance on bond issuances and facilitating life settlement transactions. This also extends to advising clients on the optimal selection of life insurance policy portfolios. Established in 2013, Sundance Strategies, Inc. operates out of Provo, Utah.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
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
USD0.20
+0.00 (+0.00%)
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Volume Profile
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Liquidity & share structure
Average Volume
654
Beta
0.73
Float Shares
18.74M
Free Float %
43.5%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.00% | +0.00% | -25.93% | -28.32% | +42.86% | -20.00% | -42.86% | -37.50% | -97.14% | -93.61% | -77.78% |
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
From
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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
Price Targets & DCF
Current price
0.20
Quality scores
Altman Z-Score
-1,116.08
Distress
Piotroski F-Score
2 / 9
Weak
MOAT Score
3 / 10
No MOAT
Operational MOAT
✗ Below peers
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Revenue growth Insurance - Diversified: +15.2%—
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EPS growth Insurance - Diversified: +25.3%-13.1% Q1'26: -24.3% (vs Q1'25)
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FCF margin FCF growth · Insurance - Diversified: +30.2%—
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EBIT margin Insurance - Diversified: +13.5%—
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ROIC Insurance - Diversified: +4.2%— Q1'26: +84.1% (vs Q1'25)
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Share dilution Insurance - Diversified: +0.0%+0.0% Q1'26: +0.5% (vs Q1'25)
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Debt / EBITDA Net debt/EBITDA · Insurance - Diversified: -0.05×-2.70× Q1'26: -1.38× (vs Q1'25)
Valuation Multiples
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Price Forecast (3Y)
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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.
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-26 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-459.7K
OE per share TTM
-0.01
Owner's Yield
-5.34%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
-70.3%
Ownership Overview
Ownership breakdown
Ownership breakdown not available.
At a glance
Institutional holders
—
Total invested
—
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
Institutional history not available.
Top institutional holders
Top holders not available.
ETF Ownership
Top ETFs holding this stock
This company is not held by any ETF in our universe.
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
4
Sells
0
Shares acquired
125.2K
Shares disposed
—
Cash buys
2.00
Cash sales
—
Net activity
+125,200
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015-06-23 | Pearson Randall F. | Director / Officer | P-Purchase | A | Common Stock | 100 | 4.25 | 425.00 | 200 | — | ↗ |
| 2015-04-05 | Pearson Randall F. | Director / Officer | A-Award | A | Stock Option | 62,500 | 0.77 | 48.1K | 437,500 | — | ↗ |
| 2015-04-05 | Mattingly Ty D. | Director / 10% Owner | A-Award | A | Stock Option | 62,500 | 0.77 | 48.1K | 437,500 | — | ↗ |
| 2015-01-12 | HIGGINSON KRAIG | Director | — | I | Common Stock | 0 | 0.00 | — | 325,800 | — | ↗ |
| 2014-12-31 | Dickman Glenn S. | — | A-Award | A | Option | 46,875 | 0.77 | 36.1K | 359,375 | — | ↗ |
| 2014-05-05 | Burton Mitchell D. | 10% Owner | G-Gift | D | Common Stock | 48,000 | 0.00 | — | 3,952,000 | — | ↗ |
| 2014-03-31 | Dickman Glenn S. | — | A-Award | A | Option | 312,500 | 0.77 | 240.6K | 312,500 | — | ↗ |
| 2013-10-11 | Pearson Matthew G. | Officer | — | D | Stock Option | 199,998 | 5.00 | 1,000.0K | 0 | — | ↗ |
| 2013-03-29 | TRIMBLE KELLY | — | A-Award | A | Common Stock | 1,000,000 | 0.00 | 1.0K | 1,000,000 | — | ↗ |
| 2013-03-29 | Pearson Randall F. | Director / Officer | — | D | Common Stock | 0 | 0.00 | — | 291,432 | — | ↗ |
| 2013-03-29 | Moffitt Jonathan Craig | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2013-03-29 | Mattingly Ty D. | Director / 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 4,000,000 | — | ↗ |
| 2013-03-29 | Higginson Del R. | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2013-03-29 | Dickman Glenn S. | Director / Officer | — | D | Common Stock | 0 | 0.00 | — | 1,942,880 | — | ↗ |
| 2013-03-29 | Burton Mitchell D. | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 16,100,000 | — | ↗ |
| 2012-10-16 | Moffitt Jonathan Craig | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2012-10-16 | Burdge Mark C | 10% Owner | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2009-02-09 | Higginson Del R. | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2008-03-11 | TRIMBLE KELLY | 10% Owner | C-Conversion | A | Common Stock | 962,430 | 0.05 | 48.1K | 1,912,430 | — | ↗ |
| 2008-03-11 | Sansom Mark | — | J-Other | A | Common Stock | 0 | 0.00 | — | 1,000,000 | — | ↗ |
| 2008-03-11 | Globe Energy Technologies, LLC | 10% Owner | — | D | Common Stock | 0 | 0.00 | — | 5,606,700 | — | ↗ |
| 2008-03-11 | Burdge Mark C | Director / 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 5,606,700 | — | ↗ |
| 2008-03-11 | ABRAMS HOWARD | Director / Officer | S-Sale | D | Common Stock | 990,000 | 0.02 | 19.8K | 10,000 | — | ↗ |
| 2006-06-12 | Sansom Mark | 10% Owner | — | D | Common Stock, $0.001 par value | 0 | 0.00 | — | 1,000,000 | — | ↗ |
| 2006-06-12 | MUSICANT LANCE | 10% Owner | S-Sale | D | Common Stock | 1,000,000 | 0.00 | 1.0K | 0 | — | ↗ |
| 2006-05-23 | TRIMBLE KELLY | 10% Owner | — | D | Common Stock, par value $0.001 | 0 | 0.00 | — | 750,000 | — | ↗ |
| 2006-05-23 | MUSICANT ALLEN | 10% Owner | S-Sale | D | Common stock | 1,000,000 | 0.00 | 1.0K | 0 | — | ↗ |
| 2004-09-29 | ABRAMS HOWARD | 10% Owner | — | D | Common Stock | 0 | 0.00 | — | 1,000,000 | — | ↗ |
| 2004-03-12 | MUSICANT LANCE | Director / Officer / 10% Owner | — | D | Common stock | 0 | 0.00 | — | 1,000,000 | — | ↗ |
| 2004-03-12 | MUSICANT ALLEN | Director / Officer / 10% Owner | — | D | Common stock | 0 | 0.00 | — | 1,000,000 | — | ↗ |
Executive team
Top executives
Shares Outstanding
43.06M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2016 | Matthew G. Pearson Chief Operating Officer | 210.0K | — | — | — | — | — | 210.0K | 0.00% | ↗ |
| 2 | 2016 | Randall F. Pearson Chief Financial Officer | 120.0K | — | — | — | — | — | 120.0K | 0.00% | ↗ |
| 3 | 2015 | Matthew G. Pearson Chief Operating Officer | 210.0K | 2.5K | — | — | — | — | 212.5K | 0.00% | ↗ |
| 4 | 2015 | Randall F. Pearson Chief Financial Officer | 120.0K | — | — | — | — | — | 120.0K | 0.00% | ↗ |
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
| Filing date | Form type | Filing |
|---|---|---|
| 2016-07-29 | DEF 14A | ↗ |
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Randall F. Pearson | President, Principal Executive Officer, Principal Financial Officer & Director | 136.9K | male |
| Lisa L. Fuller | General Legal Counsel | — | female |
ESG Rating
ESG Score History INSURANCE - DIVERSIFIED
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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Community Opinion for SUND
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
