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Tecogen Inc. (TGEN)

USD3.99 -0.03 (-0.62%)
US AMEX Industrials Electrical Equipment & Parts
Address 45 First Avenue 2451
Waltham, MA, US
CEO Abinand Rangesh
IPO 2014-05-20
CIK 1537435 ISIN US87876P2011

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Description

Tecogen Inc. specializes in the design, manufacturing, sales, and ongoing support of industrial and commercial combined heat and power (CHP) systems. These energy solutions cater to a wide range of applications—residential, commercial, recreational, and industrial—both within the United States and internationally. The company's operations are segmented into three main areas: Products, Services, and Energy Production. Its product offerings include: Cogeneration units, such as the InVerde e+ and TecoPower models, which efficiently produce both electricity and hot water. TECOCHILL branded chillers for air conditioning and refrigeration purposes. Tecofrost gas engine-driven compressors used in refrigeration systems. Ilios brand water heaters. Ultera emissions control technology. Beyond equipment sales, Tecogen provides extensive support services, including long-term maintenance contracts, spare parts sales, and comprehensive turnkey installation. These services are delivered through a network of eleven field service centers located strategically across California, the Midwest, the Northeast, the Southeast, and Ontario, Canada. Additionally, the company undertakes the installation, ownership, operation, and maintenance of distributed generation systems for electricity and other energy solutions, along with complementary technologies. Tecogen serves a diverse clientele spanning numerous sectors, such as healthcare (hospitals, nursing homes), education (colleges, universities), hospitality (hotels, motels, health clubs, spas), commercial real estate (office, retail buildings), manufacturing (food and beverage processors, factories), multi-unit residential properties, and specialized facilities like laundries, ice rinks, swimming pools, municipal buildings, military installations, and indoor growing operations. Established in 2000, Tecogen Inc. is headquartered in Waltham, Massachusetts.

News Sentiment (7d)
66 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
American DG Energy Inc. ADGE 2016-12-21 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
USD3.99 -0.03 (-0.62%)
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Volume Profile
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Liquidity & share structure
Average Volume
498.8K
Beta
2.09
Float Shares
18.11M
Free Float %
60.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+19.86% +5.63% +39.67% +33.07% -26.95% +2.63% +28.35% +407.00% +220.89% +14.45% -20.41%
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

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (4 ratings, all time) Buy
Price Targets & DCF
Current price
3.99
Low 15.00 +276.4%
Consensus 15.00 +276.4%
Median 15.00 +276.4%
High 15.00 +276.4%
Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 3 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
15.00
+276.4%
All Time 1
15.00
+276.4%
Quality scores
Altman Z-Score
4.20
Safe zone
Piotroski F-Score
1 / 9
Weak
MOAT Score
2 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Electrical Equipment & Parts: +13.1%
    +19.7% Q1'26: -12.9% (vs Q1'25)
  • EPS growth Electrical Equipment & Parts: +22.4%
    -57.9% Q1'26: -165.2% (vs Q1'25)
  • FCF margin FCF growth · Electrical Equipment & Parts: +27.2%
    -44.2% Q1'26: -49.8% (vs Q1'25)
  • EBIT margin Electrical Equipment & Parts: +8.2%
    -29.8% Q1'26: -33.7% (vs Q1'25)
  • ROIC Electrical Equipment & Parts: +6.4%
    -68.1% Q1'26: -65.4% (vs Q1'25)
  • Share dilution Electrical Equipment & Parts: +0.0%
    +9.5% Q1'26: +19.7% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Electrical Equipment & Parts: -0.54×
    -0.39× Q1'26: -0.33× (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 (2.05) × ERP
WACC = 98% × Ke + 2% × Kd (5.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 3.99
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 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
2 Rev. Ana.
2 EPS Ana.
Dec 2027
2 Rev. Ana.
2 EPS Ana.
Revenue
21.44M
est: 25.20M (-14.9%)
24.49M
est: 24.16M (+1.4%)
33.20M
est: 31.91M (+4.0%)
35.88M
est: 38.12M (-5.9%)
33.43M
est: 34.10M (-2.0%)
28.25M
est: 31.10M (-9.1%)
24.40M
est: 23.81M (+2.5%)
25.00M
est: 27.35M (-8.6%)
25.14M
est: 26.55M (-5.3%)
22.62M
est: 32.15M (-29.6%)
27.07M
est: 26.49M (+2.2%)
26.97M
25.42M – 28.50M
+1.8% YoY
60.95M
59.04M – 62.86M
+126.0% YoY
EBITDA
-2.36M
est: -2.17M (-8.8%)
-721.5K
est: -2.08M (+65.3%)
840.6K
est: -2.74M (+130.6%)
-4.86M
est: -3.28M (-48.3%)
-4.24M
est: -2.93M (-44.6%)
-5.64M
est: -2.67M (-111.1%)
4.27M
est: -2.05M (+308.5%)
-1.90M
est: -2.35M (+19.1%)
-3.85M
est: -2.28M (-68.5%)
-3.98M
est: -2.96M (-34.3%)
-7.20M
est: -2.44M (-194.8%)
-2.49M
-2.63M – -2.34M
-1.8% YoY
-5.62M
-5.80M – -5.44M
-126.0% YoY
EBIT
-2.63M
est: -2.66M (+1.2%)
-985.5K
est: -2.55M (+61.4%)
252.8K
est: -3.37M (+107.5%)
-5.65M
est: -4.03M (-40.3%)
-4.68M
est: -3.60M (-29.9%)
-6.06M
est: -3.28M (-84.5%)
3.80M
est: -2.51M (+251.1%)
-2.33M
est: -2.89M (+19.3%)
-4.41M
est: -2.80M (-57.4%)
-4.53M
est: -3.71M (-22.2%)
-8.08M
est: -3.06M (-164.3%)
-3.11M
-3.29M – -2.93M
-1.8% YoY
-7.03M
-7.25M – -6.81M
-126.0% YoY
Net Income
-2.73M
est: -1.99M (-37.1%)
-1.10M
est: -1.49M (+26.5%)
47.4K
est: -248.6K (+119.1%)
-5.71M
est: -1.12M (-410.3%)
-4.71M
est: -4.23M (-11.4%)
-6.15M
est: -2.24M (-174.9%)
3.70M
est: 3.48M (+6.2%)
-2.45M
est: -1.24M (-96.9%)
-4.60M
est: -3.73M (-23.3%)
-4.76M
est: -4.24M (-12.3%)
-8.25M
est: -7.04M (-17.2%)
-7.17M
-7.70M – -6.64M
-1.9% YoY
5.03M
3.12M – 5.96M
+170.1% YoY
SGA
9.68M
est: 13.12M (-26.2%)
9.63M
est: 12.58M (-23.4%)
11.79M
est: 16.61M (-29.0%)
13.44M
est: 19.85M (-32.3%)
13.07M
est: 17.75M (-26.4%)
12.90M
est: 16.19M (-20.3%)
12.27M
est: 12.40M (-1.0%)
12.72M
est: 14.24M (-10.7%)
13.81M
est: 13.82M (-0.1%)
13.24M
est: 17.55M (-24.6%)
15.79M
est: 14.46M (+9.2%)
14.72M
13.88M – 15.56M
+1.8% YoY
33.27M
32.23M – 34.31M
+126.0% YoY
EPS
-0.16
est: -0.08 (-100.0%)
-0.06
est: -0.06 (+5.3%)
0.00
est: -0.01 (+120.0%)
-0.23
est: -0.05 (-411.1%)
-0.19
est: -0.17 (-11.8%)
-0.25
est: -0.09 (-177.8%)
0.15
est: 0.14 (+7.1%)
-0.10
est: -0.05 (-97.0%)
-0.18
est: -0.15 (-20.0%)
-0.19
est: -0.15 (-26.7%)
-0.30
est: -0.26 (-15.4%)
-0.26
-0.28 – -0.24
-1.3% YoY
0.17
0.11 – 0.22
+163.3% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-05-08 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-05-07 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-05-06 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-05-05 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-05-04 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-05-01 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-04-30 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-04-29 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-28 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-27 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-24 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-23 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-22 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-21 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-20 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-17 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-16 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-9.69M
OE per share TTM
-0.36
Owner's Yield
-7.43%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
14.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
13
Total invested
4.34M
Insider transactions (90d)
1
Beneficial owners (>5%)
12
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Mr. John N. Hatsopolous 3.72M 23.40% 2.14M 1.58M 2.14M IN United States of America 2015-02-18
2 Mr. John N. Hatsopoulos 3.72M 23.40% 2.14M 1.58M 2.14M IN United States of America 2016-02-16
3 Ann Marie Pacheco 3.71M 14.91% 3.71M 3.71M IN 2022-05-10
4 Dr. George N. Hatsopolous 3.55M 22.40% 2.25M 1.30M 2.25M IN United States of America 2015-02-18
5 Tryfon Natsis and Depoina Pantopoulou, as Joint Tenants with the Right of Survivorship 1.62M 8.10% 1.62M IN Greece 2017-02-01
6 Michaelson Capital Special Finance Fund, LP 1.20M 5.70% 1.20M 1.20M 1.20M 1.20M PN State of Delaware 2017-02-14
7 John Michaelson 1.20M 6.80% 1.20M 1.20M IN United States 2016-02-19
8 Michaelson Capital Special Finance Fund LP 1.20M 6.80% 1.20M 1.20M PN Delaware 2016-02-19
9 Michaelson Capital Special Finance Management LLC 1.20M 6.80% 1.20M 1.20M PN Delaware 2016-02-19
10 Michaelson Capital Special Finance, LLC 1.20M 6.80% 1.20M 1.20M PN Delaware 2016-02-19
11 Mr. Joseph Ritchie 896.6K 5.60% 896.6K 896.6K IN United States of America 2015-02-18
12 Frost Gamma Investments Trust 241.8K 0.98% 241.8K 241.8K OO United States of America 2018-01-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
13
-61 vs prev Q
New positions
2
Closed positions
57
Increased
7
Reduced
4
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 871.8K +1.4K (+0.2%) 4.31M -3.4M (-43.8%) 3.31% -0.139 pp 0.00% 0.000 pp USD6.90 -28.4% 3 qtrs
2 BARD ASSOCIATES INC 689.1K -1.5K (-0.2%) 3.40M -2.7M (-44.0%) 2.61% -0.120 pp 0.87% -0.741 pp USD7.00 -29.4% 3 qtrs
3 CLEAR HARBOR ASSET MANAGEMENT, LLC 610.0K -1.6K (-0.3%) 3.01M -2.4M (-44.1%) 2.31% -0.108 pp 0.20% -0.091 pp USD6.81 -27.5% 3 qtrs
4 PORTOLAN CAPITAL MANAGEMENT, LLC 445.8K -150.0K (-25.2%) 2.20M -3.0M (-58.0%) 1.69% -0.668 pp 0.12% -0.166 pp USD7.24 -31.8% 3 qtrs
5 HERALD INVESTMENT MANAGEMENT LTD 420.0K -26.1K (-5.8%) 2.08M -1.8M (-46.6%) 1.59% -0.173 pp 0.27% -0.247 pp USD8.81 -43.9% 2 qtrs
6 PALISADES INVESTMENT PARTNERS, LLC 390.2K +13.6K (+3.6%) 1.93M -1.4M (-41.9%) 1.48% -0.011 pp 0.73% -0.575 pp USD8.67 -43.0% 2 qtrs
7 AROSA CAPITAL MANAGEMENT LP 350.0K +62.5K (+21.7%) 1.73M -803.9K (-31.7%) 1.33% +0.189 pp 0.22% -0.339 pp USD8.12 -39.2% 2 qtrs
8 GENDELL JEFFREY L 295.5K +51.9K (+21.3%) 1.46M -686.3K (-32.0%) 1.12% +0.157 pp 0.03% -0.014 pp USD7.85 -37.1% 3 qtrs
9 MARSHALL WACE, LLP 286.3K +237.2K (+483.3%) 1.41M +982.0K (+227.1%) 1.09% +0.892 pp 0.00% +0.001 pp USD5.60 -11.8% 2 qtrs
10 TWO SIGMA INVESTMENTS, LP 218.6K -28.1K (-11.4%) 1.08M -1.1M (-50.3%) 0.83% -0.148 pp 0.00% -0.002 pp USD8.81 -43.9% 2 qtrs
11 BLACKROCK, INC. 191.4K +6.6K (+3.6%) 945.3K -682.6K (-41.9%) 0.73% -0.006 pp 0.00% +0.000 pp USD6.74 -26.7% 3 qtrs
12 GEODE CAPITAL MANAGEMENT, LLC 177.9K +11.4K (+6.8%) 879.5K -588.4K (-40.1%) 0.68% +0.015 pp 0.00% +0.000 pp USD6.95 -28.9% 3 qtrs
13 GRANAHAN INVESTMENT MANAGEMENT, LLC 177.8K +65.5K (+58.3%) 878.4K -111.3K (-11.2%) 0.67% +0.230 pp 0.04% -0.003 pp USD7.38 -33.1% 2 qtrs
14 CAPTION MANAGEMENT, LLC 150.0K +150.0K (+100.0%) 741.0K +741.0K (+100.0%) 0.57% +0.569 pp 0.01% +0.005 pp USD4.94 +0.0% 1 qtrs NEW
15 NEW YORK STATE COMMON RETIREMENT FUND 137.2K +— (+0.0%) 677.8K -531.0K (-43.9%) 0.52% -0.023 pp 0.00% -0.001 pp USD8.81 -43.9% 2 qtrs
16 HIGHTOWER ADVISORS, LLC 132.7K +69.6K (+110.4%) 655.4K +99.7K (+18.0%) 0.50% +0.254 pp 0.00% +0.000 pp USD5.82 -15.1% 3 qtrs
17 THOMPSON DAVIS & CO., INC. 120.5K +2.5K (+2.1%) 595.0K -444.1K (-42.7%) 0.46% -0.010 pp 0.36% -0.285 pp USD8.73 -43.4% 2 qtrs
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 109.8K +59.4K (+117.9%) 542.4K +98.4K (+22.2%) 0.42% +0.217 pp 0.00% +0.000 pp USD6.72 -26.5% 2 qtrs
19 UBS GROUP AG 105.0K +95.4K (+994.7%) 518.5K +434.0K (+513.8%) 0.40% +0.360 pp 0.00% +0.000 pp USD5.29 -6.6% 3 qtrs
20 RAYMOND JAMES FINANCIAL INC 99.8K -58.1K (-36.8%) 492.8K -898.2K (-64.6%) 0.38% -0.247 pp 0.00% 0.000 pp USD8.81 -43.9% 2 qtrs
21 ROYAL BANK OF CANADA 85.5K -36.8K (-30.1%) 423.0K -655.0K (-60.8%) 0.32% -0.160 pp 0.00% 0.000 pp USD7.85 -37.1% 3 qtrs
22 JANE STREET GROUP, LLC 84.5K +34.5K (+69.0%) 417.4K -23.1K (-5.2%) 0.32% +0.123 pp 0.00% +0.000 pp USD7.23 -31.7% 2 qtrs
23 POINT72 ASSET MANAGEMENT, L.P. 83.9K +83.9K (+100.0%) 414.5K +414.5K (+100.0%) 0.32% +0.318 pp 0.00% +0.001 pp USD4.94 +0.0% 1 qtrs NEW
24 CITADEL ADVISORS LLC 82.3K -28.0K (-25.4%) 406.6K -565.2K (-58.2%) 0.31% -0.125 pp 0.00% 0.000 pp USD8.81 -43.9% 2 qtrs
25 LPL FINANCIAL LLC 73.8K +73.8K (+100.0%) 364.5K +364.5K (+100.0%) 0.28% +0.280 pp 0.00% +0.000 pp USD4.94 +0.0% 1 qtrs NEW
26 MORGAN STANLEY 70.0K +47.6K (+212.6%) 345.7K +148.5K (+75.3%) 0.27% +0.177 pp 0.00% +0.000 pp USD6.16 -19.8% 3 qtrs
27 STATE STREET CORP 69.2K -500.0 (-0.7%) 342.0K -272.3K (-44.3%) 0.26% -0.014 pp 0.00% +0.000 pp USD7.62 -35.2% 3 qtrs
28 GOLDMAN SACHS GROUP INC 67.7K -65.0K (-49.0%) 334.6K -835.1K (-71.4%) 0.26% -0.269 pp 0.00% 0.000 pp USD8.81 -43.9% 2 qtrs
29 PFG INVESTMENTS, LLC 62.5K +— (+0.0%) 308.9K -242.0K (-43.9%) 0.24% -0.010 pp 0.01% -0.014 pp USD6.80 -27.4% 3 qtrs
30 MANGROVE PARTNERS 61.2K +61.2K (+100.0%) 302.4K +302.4K (+100.0%) 0.23% +0.232 pp 0.02% +0.025 pp USD4.94 +0.0% 1 qtrs NEW
31 GROUP ONE TRADING, L.P. 56.6K +22.6K (+66.6%) 279.5K -19.6K (-6.6%) 0.21% +0.080 pp 0.00% +0.000 pp USD7.26 -32.0% 2 qtrs
32 CORSAIR CAPITAL MANAGEMENT, L.P. 55.0K +17.0 (+0.0%) 271.8K -212.8K (-43.9%) 0.21% -0.009 pp 0.04% -0.038 pp USD6.80 -27.4% 3 qtrs
33 XTX TOPCO LTD 54.8K +54.8K (+100.0%) 270.5K +270.5K (+100.0%) 0.21% +0.208 pp 0.01% +0.007 pp USD4.94 +0.0% 1 qtrs NEW
34 RENAISSANCE TECHNOLOGIES LLC 54.3K -47.9K (-46.9%) 268.2K -632.1K (-70.2%) 0.21% -0.199 pp 0.00% -0.001 pp USD8.81 -43.9% 2 qtrs
35 DIAMETRIC CAPITAL, LP 53.2K +22.5K (+73.1%) 262.9K -7.9K (-2.9%) 0.20% +0.080 pp 0.07% -0.030 pp USD7.18 -31.2% 2 qtrs
36 SIMPLEX TRADING, LLC 46.5K +15.0K (+47.4%) 229.9K -48.1K (-17.3%) 0.18% +0.052 pp 0.00% +0.000 pp USD7.56 -34.7% 2 qtrs
37 IMC-CHICAGO, LLC 43.0K +43.0K (+100.0%) 212.2K +212.2K (+100.0%) 0.16% +0.163 pp 0.00% +0.000 pp USD4.94 +0.0% 1 qtrs NEW
38 OMERS ADMINISTRATION CORP 42.0K +42.0K (+100.0%) 207.5K +207.5K (+100.0%) 0.16% +0.159 pp 0.00% +0.002 pp USD4.94 +0.0% 1 qtrs NEW
39 HARBOR CAPITAL ADVISORS, INC. 40.4K +13.0K (+47.2%) 200.0K -42.0K (-17.4%) 0.15% +0.045 pp 0.02% -0.003 pp USD7.57 -34.7% 2 qtrs
40 GAMCO INVESTORS, INC. ET AL 40.0K +— (+0.0%) 197.6K -154.8K (-43.9%) 0.15% -0.007 pp 0.00% -0.002 pp USD6.80 -27.4% 3 qtrs
41 NORTHERN TRUST CORP 37.7K +11.9K (+46.4%) 186.1K -40.6K (-17.9%) 0.14% +0.041 pp 0.00% +0.000 pp USD6.21 -20.5% 3 qtrs
42 J.W. COLE ADVISORS, INC. 26.3K -5.1K (-16.2%) 129.9K -146.7K (-53.0%) 0.10% -0.025 pp 0.00% -0.002 pp USD8.81 -43.9% 2 qtrs
43 BRIDGEWAY CAPITAL MANAGEMENT, LLC 25.5K +— (+0.0%) 126.0K -98.7K (-43.9%) 0.10% -0.004 pp 0.00% -0.002 pp USD8.81 -43.9% 2 qtrs
44 QUANTBOT TECHNOLOGIES LP 22.8K +22.8K (+100.0%) 112.7K +112.7K (+100.0%) 0.09% +0.087 pp 0.00% +0.004 pp USD4.94 +0.0% 1 qtrs NEW
45 MILLENNIUM MANAGEMENT LLC 22.5K -25.7K (-53.3%) 111.2K -313.9K (-73.8%) 0.09% -0.106 pp 0.00% 0.000 pp USD8.81 -43.9% 2 qtrs
46 HIDDEN COVE WEALTH MANAGEMENT, LLC 21.1K +7.0K (+50.2%) 104.2K -19.5K (-15.8%) 0.08% +0.024 pp 0.07% -0.014 pp USD7.52 -34.3% 2 qtrs
47 GSA CAPITAL PARTNERS LLP 19.4K +19.4K (+100.0%) 96.0K +96.0K (+100.0%) 0.07% +0.074 pp 0.01% +0.008 pp USD4.94 +0.0% 1 qtrs NEW
48 PATHSTONE HOLDINGS, LLC 18.7K +— (+0.0%) 92.5K -72.5K (-43.9%) 0.07% -0.003 pp 0.00% 0.000 pp USD6.80 -27.4% 3 qtrs
49 CENTIVA CAPITAL, LP 18.4K +— (+0.0%) 90.9K -71.2K (-43.9%) 0.07% -0.003 pp 0.00% -0.001 pp USD8.81 -43.9% 2 qtrs
50 14.9K +14.9K (+100.0%) 73.5K +73.5K (+100.0%) 0.06% +0.057 pp 0.08% +0.079 pp USD4.94 +0.0% 1 qtrs NEW
51 SHIKIAR ASSET MANAGEMENT INC 13.3K -5.2K (-28.1%) 66.0K -97.0K (-59.5%) 0.05% -0.023 pp 0.02% -0.025 pp USD4.20 +17.6% 4 qtrs
52 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 12.0K +— (+0.0%) 59.3K -46.4K (-43.9%) 0.05% -0.002 pp 0.00% +0.000 pp USD8.81 -43.9% 2 qtrs
53 COMMONWEALTH EQUITY SERVICES, LLC 11.8K +11.8K (+100.0%) 58.2K +58.2K (+100.0%) 0.04% +0.045 pp 0.00% +0.000 pp USD4.94 +0.0% 1 qtrs NEW
54 LIGHTHOUSE INVESTMENT PARTNERS, LLC 10.9K +10.9K (+100.0%) 53.9K +53.9K (+100.0%) 0.04% +0.041 pp 0.00% +0.002 pp USD4.94 +0.0% 1 qtrs NEW
55 BANK OF AMERICA CORP /DE/ 10.8K +5.9K (+123.0%) 53.3K +10.7K (+25.0%) 0.04% +0.022 pp 0.00% +0.000 pp USD6.65 -25.7% 3 qtrs
56 CITIGROUP INC 8.5K +8.5K (+100.0%) 42.2K +42.2K (+100.0%) 0.03% +0.032 pp 0.00% +0.000 pp USD4.94 +0.0% 1 qtrs NEW
57 EVERSOURCE WEALTH ADVISORS, LLC 1.0K -1.0K (-50.0%) 4.9K -12.7K (-72.0%) 0.00% -0.004 pp 0.00% -0.001 pp USD8.81 -43.9% 2 qtrs
58 CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD 782.00 +782.0 (+100.0%) 3.9K +3.9K (+100.0%) 0.00% +0.003 pp 0.00% +0.001 pp USD4.94 +0.0% 1 qtrs NEW
59 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 562.00 +562.0 (+100.0%) 2.8K +2.8K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD4.94 +0.0% 1 qtrs NEW
60 STATE OF WYOMING 538.00 +448.0 (+497.8%) 2.7K +1.9K (+235.2%) 0.00% +0.002 pp 0.00% +0.000 pp USD5.59 -11.6% 2 qtrs
61 ADVISOR GROUP HOLDINGS, INC. 500.00 +— (+0.0%) 2.5K -1.4K (-35.3%) 0.00% 0.000 pp 0.00% +0.000 pp USD8.81 -43.9% 2 qtrs
62 JPMORGAN CHASE & CO 450.00 +— (+0.0%) 2.2K -1.7K (-43.9%) 0.00% 0.000 pp 0.00% +0.000 pp USD6.80 -27.4% 3 qtrs
63 NATIONAL BANK OF CANADA /FI/ 230.00 +— (+0.0%) 1.1K -869.0 (-43.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD8.81 -43.9% 2 qtrs
64 BNP PARIBAS ARBITRAGE, SNC 214.00 +214.0 (+100.0%) 1.1K +1.1K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD4.94 +0.0% 1 qtrs NEW
65 SBI SECURITIES CO., LTD. 117.00 +— (+0.0%) 578.00 -453.0 (-43.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD6.79 -27.2% 3 qtrs
66 NEWEDGE ADVISORS, LLC 88.00 -10.2K (-99.1%) 435.00 -90.3K (-99.5%) 0.00% -0.041 pp 0.00% 0.000 pp USD8.81 -43.9% 2 qtrs
67 MAI CAPITAL MANAGEMENT 64.00 +— (+0.0%) 317.00 -247.0 (-43.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD6.80 -27.4% 3 qtrs
68 LAUREL WEALTH ADVISORS LLC 45.00 +45.0 (+100.0%) 223.00 +223.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.93 +0.2% 1 qtrs NEW
69 MAREX GROUP PLC -14.7K (-100.0%) -129.5K (-100.0%) 0.00% -0.058 pp 0.00% -0.001 pp USD 2 qtrs SOLD
70 ROCKEFELLER CAPITAL MANAGEMENT L.P. -12.5K (-100.0%) -110.1K (-100.0%) 0.00% -0.050 pp 0.00% 0.000 pp USD 2 qtrs SOLD
71 MANATUCK HILL PARTNERS, LLC -50.0K (-100.0%) -440.5K (-100.0%) 0.00% -0.198 pp 0.00% -0.146 pp USD 2 qtrs SOLD
72 RUSSELL INVESTMENTS GROUP, LTD. -94.7K (-100.0%) -834.3K (-100.0%) 0.00% -0.375 pp 0.00% -0.001 pp USD 2 qtrs SOLD
73 GORDIAN CAPITAL SINGAPORE PTE LTD -14.7K (-100.0%) -129.5K (-100.0%) 0.00% -0.058 pp 0.00% -0.175 pp USD 3 qtrs SOLD
74 CALAMOS ADVISORS LLC -12.5K (-100.0%) -109.9K (-100.0%) 0.00% -0.049 pp 0.00% 0.000 pp USD 2 qtrs SOLD
75 EVERNEST FINANCIAL ADVISORS, LLC -34.2K (-100.0%) -300.9K (-100.0%) 0.00% -0.135 pp 0.00% -0.084 pp USD 2 qtrs SOLD
76 CORECAP ADVISORS, LLC -4.9K (-100.0%) -43.6K (-100.0%) 0.00% -0.020 pp 0.00% -0.002 pp USD 2 qtrs SOLD
77 INTEGRATED WEALTH CONCEPTS LLC -216.5K (-100.0%) -1.9M (-100.0%) 0.00% -0.857 pp 0.00% -0.017 pp USD 3 qtrs SOLD
78 TOWER RESEARCH CAPITAL LLC (TRC) -15.2K (-100.0%) -134.2K (-100.0%) 0.00% -0.060 pp 0.00% -0.004 pp USD 3 qtrs SOLD
79 TWO SIGMA ADVISERS, LP -36.2K (-100.0%) -318.9K (-100.0%) 0.00% -0.143 pp 0.00% -0.001 pp USD 2 qtrs SOLD
80 ARS INVESTMENT PARTNERS, LLC -43.2K (-100.0%) -380.4K (-100.0%) 0.00% -0.171 pp 0.00% -0.025 pp USD 2 qtrs SOLD
81 APIS CAPITAL ADVISORS, LLC -153.0K (-100.0%) -1.3M (-100.0%) 0.00% -0.606 pp 0.00% -0.298 pp USD 2 qtrs SOLD
82 ALTSHULER SHAHAM LTD -1.5K (-100.0%) -13.2K (-100.0%) 0.00% -0.006 pp 0.00% 0.000 pp USD 2 qtrs SOLD
83 VIRTU FINANCIAL LLC -20.0K (-100.0%) -177.0K (-100.0%) 0.00% -0.079 pp 0.00% -0.010 pp USD 2 qtrs SOLD
84 ADVISORY SERVICES NETWORK, LLC -5.0K (-100.0%) -44.1K (-100.0%) 0.00% -0.020 pp 0.00% -0.001 pp USD 3 qtrs SOLD
85 ORG PARTNERS LLC -50.0 (-100.0%) -440.0 (-100.0%) 0.00% 0.000 pp 0.00% 0.000 pp USD 2 qtrs SOLD
86 EAM INVESTORS, LLC -74.1K (-100.0%) -652.8K (-100.0%) 0.00% -0.294 pp 0.00% -0.075 pp USD 2 qtrs SOLD
87 HERON BAY CAPITAL MANAGEMENT -37.2K (-100.0%) -327.4K (-100.0%) 0.00% -0.147 pp 0.00% -0.061 pp USD 3 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 13 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.02% 257.6K 0.60%
2 Vanguard Extended Market ETF VXF 0.00% 1.15M 0.05%
3 Dimensional - US Small Cap ETF DFAS 0.00% 26.1K 0.26%
4 Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO 0.00% 1.5K 0.17%
5 Vanguard U.S. Total Market Shares Index ETF VTS.AX 0.00% 7.6K 0.03%
6 Vanguard U.S. Total Market Index ETF VUN.TO 0.00% 21.0K 0.17%
7 Vanguard Total Stock Market ETF VTI 0.00% 3.58M 0.03%
8 Vanguard All-Equity ETF Portfolio VEQT.TO 0.00% 7.8K 0.22%
9 Vanguard Growth ETF Portfolio VGRO.TO 0.00% 4.3K 0.22%
10 Vanguard Balanced ETF Portfolio VBAL.TO 0.00% 1.7K 0.22%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
5.0K
Shares disposed
Cash buys
1.00
Cash sales
Net activity
+5,000
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
2026-04-24 Ghoniem Ahmed Director P-Purchase A Common Stock 12,723 0.79 10.0K 12,723 D
2026-04-13 Hirsch Susan B Director P-Purchase A Common Stock 5,000 3.73 18.7K 265,416 D
2026-03-27 Lewis Earl Director P-Purchase A Common Stock 5,000 2.52 12.6K 1,011,006 D
2026-03-27 Hirsch Susan B Director P-Purchase A Common Stock 10,000 2.54 25.4K 260,416 D
2026-03-26 Lewis Earl Director P-Purchase A Common Stock 5,000 2.88 14.4K 1,006,006 D
2026-03-23 Whiting John Kimball IV Officer P-Purchase A Common Stock 10,000 2.38 23.8K 22,612 D
2026-03-20 Rangesh Abinand Director / Officer P-Purchase A Common Stock 3,000 2.30 6.9K 67,193 D
2026-03-20 Hatsopoulos John Director M-Exempt A Common Stock 50,000 0.88 44.0K 1,038,951 D
2026-03-20 Deschenes Roger P. Officer P-Purchase A Common Stock 10,000 2.23 22.3K 52,962 D
2025-07-24 Whiting John Kimball IV Officer A-Award A Stock Option (Right to Buy) 24,075 8.35 201.0K 424,075 D
2025-07-24 Rangesh Abinand Director / Officer A-Award A Stock Option (Right to Buy) 12,048 8.35 100.6K 306,123 D
2025-07-24 Lafaille Stephen Officer A-Award A Common Stock 11,976 0.00 12,376 D
2025-07-24 LEWIS EARL R Director A-Award A Stock Option (Right to Buy) 25,000 8.35 208.8K 91,250 D
2025-07-24 Hirsch Susan B Director A-Award A Stock Option (Right to Buy) 25,000 8.35 208.8K 150,000 D
2025-07-24 GHONIEM AHMED Director A-Award A Stock Option (Right to Buy) 25,000 8.35 208.8K 237,723 D
2025-07-24 GALITEVA ANGELINA Director A-Award A Stock Option (Right to Buy) 25,000 8.35 208.8K 225,000 D
2025-07-24 Deschenes Roger P. Officer A-Award A Common Stock 17,964 0.00 42,962 D
2025-07-24 ALBERTINE JOHN M Director A-Award A Stock Option (Right to Buy) 25,000 8.35 208.8K 175,000 D
2025-06-24 PANORA ROBERT A Officer S-Sale D Common Stock 900 6.86 6.2K 62,523 D
2025-06-23 PANORA ROBERT A Officer S-Sale D Common Stock 31,800 6.36 202.2K 63,423 D
2025-06-23 Lafaille Stephen Officer S-Sale D Common Stock 10,000 7.25 72.5K 400 D
2025-06-18 PANORA ROBERT A Officer S-Sale D Common Stock 13,000 5.03 65.4K 95,223 D
2025-06-16 PANORA ROBERT A Officer M-Exempt A Common Stock 30,000 0.71 21.3K 55,723 D
2025-06-06 Lafaille Stephen Officer X-InTheMoney D Stock Options (Right to Buy) 25,000 1.10 27.5K 27,500 D
2025-06-04 PANORA ROBERT A Officer S-Sale D Common Stock 31,000 5.00 155.0K 13,000 D
2025-06-04 Lafaille Stephen Officer X-InTheMoney A Common Stock 15,000 0.71 10.7K 15,400 D
2025-06-03 PANORA ROBERT A Officer S-Sale D Common Stock 26,000 4.69 121.9K 44,000 D
2025-06-03 Lafaille Stephen Officer X-InTheMoney D Stock Options (Right to Buy) 10,000 0.71 7.1K 40,000 D
2025-05-27 PANORA ROBERT A Officer X-InTheMoney A Stock Option (Right to Buy) 70,000 0.71 49.7K 130,000 D
2025-05-06 LEWIS EARL R Director X-InTheMoney A Common Stock 6,250 1.10 6.9K 1,001,006 D
2025-05-01 LEWIS EARL R Director J-Other A Common Stock 240,256 2.14 514.1K 967,256 D
2025-03-03 Lafaille Stephen Officer P-Purchase A Common Stock 400 2.50 1.0K 400 D
2024-11-22 LEWIS EARL R Director X-InTheMoney A Common Stock 100,000 0.71 71.0K 727,000 D
2024-09-27 HATSOPOULOS JOHN Director P-Purchase A Common Stock 10,000 0.84 8.4K 988,951 D
2024-09-25 HATSOPOULOS JOHN Director P-Purchase A Common Stock 10,000 0.86 8.6K 978,951 D
2024-09-22 Hirsch Susan B Director D Stock Option (Right to Buy) 100,000 0.92 92.0K 0
2024-09-20 Deschenes Roger P. Officer Stock Option (Right to Buy) 37,500 0.88 33.0K 0 D
2024-08-19 HATSOPOULOS JOHN Director P-Purchase A Common Stock 10,000 0.90 9.0K 968,951
2024-07-15 LEWIS EARL R Director P-Purchase A Common Stock 10,000 0.68 6.8K 635,000
2024-07-10 HATSOPOULOS JOHN Director P-Purchase A Common Stock 22,466 0.65 14.6K 958,951
2024-06-06 LEWIS EARL R Director A-Award A Stock Options (Right to Buy) 25,000 0.77 19.3K 200,000
2024-06-06 Hirsch Susan B Director A-Award A Stock Options (Right to Buy) 25,000 0.77 19.3K 125,000
2024-06-06 GHONIEM AHMED Director A-Award A Stock Options (Right to Buy) 25,000 0.77 19.3K 212,723
2024-06-06 GALITEVA ANGELINA Director A-Award A Stock Options (Right to Buy) 25,000 0.77 19.3K 200,000
2024-06-06 ALBERTINE JOHN M Director A-Award A Stock Option (Right to Buy) 25,000 0.77 19.3K 150,000
2024-05-29 HATSOPOULOS JOHN Director P-Purchase A Common Stock 10,000 0.80 8.0K 935,220
2024-05-28 HATSOPOULOS JOHN Director P-Purchase A Common Stock 1,265 0.80 1.0K 936,485
2024-05-24 HATSOPOULOS JOHN Director P-Purchase A Common Stock 8,735 0.80 7.0K 925,220
2024-05-22 HATSOPOULOS JOHN Director P-Purchase A Common Stock 3,200 0.79 2.5K 916,485
2024-05-21 HATSOPOULOS JOHN Director P-Purchase A Common Stock 13,800 0.79 10.9K 913,285
2024-05-16 HATSOPOULOS JOHN Director P-Purchase A Common Stock 3,000 0.75 2.2K 899,485
2024-05-15 HATSOPOULOS JOHN Director P-Purchase A Common Stock 10,000 0.74 7.4K 896,485
2024-05-01 LEWIS EARL R Director P-Purchase A Common Stock 5,000 0.75 3.8K 615,000
2024-04-24 LEWIS EARL R Director P-Purchase A Common Stock 10,000 0.68 6.8K 610,000
2024-04-24 HATSOPOULOS JOHN Director P-Purchase A Common Stock 5,000 0.67 3.4K 886,485
2024-04-23 Lafaille Stephen Officer Common Stock 0 0.00 400 D
2024-04-23 HATSOPOULOS JOHN Director P-Purchase A Common Stock 1,000 0.68 677.50 881,485
2024-04-23 Deschenes Roger P. Officer Common Stock 0 0.00 24,998 D
2024-04-16 HATSOPOULOS JOHN Director P-Purchase A Common Stock 1,000 0.68 679.00 875,485
2024-04-15 HATSOPOULOS JOHN Director P-Purchase A Common Stock 1,000 0.70 700.00 874,485
2024-04-12 HATSOPOULOS JOHN Director P-Purchase A Common Stock 1,000 0.70 699.70 873,485
2024-04-11 HATSOPOULOS JOHN Director P-Purchase A Common Stock 1,000 0.70 700.00 872,485
2024-04-09 HATSOPOULOS JOHN Director P-Purchase A Common Stock 1,000 0.70 700.00 871,485
2024-04-08 HATSOPOULOS JOHN Director P-Purchase A Common Stock 1,000 0.70 700.00 870,485
2024-04-01 HATSOPOULOS JOHN Director P-Purchase A Common Stock 5,000 0.70 3.5K 869,485
2024-03-28 HATSOPOULOS JOHN Director P-Purchase A Common Stock 2,388 0.70 1.7K 863,873
2024-03-27 HATSOPOULOS JOHN Director P-Purchase A Common Stock 2,000 0.70 1.4K 861,485
2024-01-24 LEWIS EARL R Director P-Purchase A Common Stock 9,152 0.78 7.1K 560,835
2024-01-23 LEWIS EARL R Director P-Purchase A Common Stock 10,000 0.68 6.8K 551,683
2024-01-22 HATSOPOULOS JOHN Director P-Purchase A Common Stock 10,000 0.77 7.7K 859,485
2024-01-18 HATSOPOULOS JOHN Director P-Purchase A Common Stock 10,000 0.73 7.3K 849,485
2024-01-16 HATSOPOULOS JOHN Director P-Purchase A Common Stock 100,000 0.73 73.5K 839,485
2023-12-31 LEWIS EARL R Director 0 0.00 0
2023-12-27 HATSOPOULOS JOHN Director P-Purchase A Common Stock 25,000 0.80 20.0K 739,485
2023-12-22 HATSOPOULOS JOHN Director P-Purchase A Common Stock 25,000 0.80 20.0K 714,485
2023-12-14 HATSOPOULOS JOHN Director P-Purchase A Common Stock 44,000 0.90 39.6K 689,485
2023-12-07 ALBERTINE JOHN M Director D Stock Option (Right to Buy) 100,000 1.41 141.0K
2023-11-20 HATSOPOULOS JOHN Director P-Purchase A Common Stock 4,000 0.85 3.4K 639,485
2023-11-17 HATSOPOULOS JOHN Director P-Purchase A Common Stock 46,000 0.85 38.9K 635,485
2023-11-14 HATSOPOULOS JOHN Director P-Purchase A Common Stock 100 0.85 84.50 589,485
2023-10-19 Hirsch Susan B Director P-Purchase A Common Stock 5,000 0.92 4.6K 250,416
2023-10-18 LEWIS EARL R Director P-Purchase A Common Stock 25,000 0.91 22.8K 541,683
2023-10-17 HATSOPOULOS JOHN Director P-Purchase A Common Stock 50,000 0.80 40.0K 589,385
2023-10-12 HATSOPOULOS JOHN Director P-Purchase A Common Stock 50,000 0.80 40.0K 539,385
2023-10-09 LEWIS EARL R Director P-Purchase A Common Stock 2,000 0.80 1.6K 516,683
2023-09-29 HATSOPOULOS JOHN Director P-Purchase A Common Stock 2,000 0.98 2.0K 489,385
2023-09-27 HATSOPOULOS JOHN Director P-Purchase A Common Stock 1,380 0.91 1.3K 487,385
2023-09-26 HATSOPOULOS JOHN Director P-Purchase A Common Stock 2,000 0.92 1.8K 486,005
2023-09-22 Hirsch Susan B Director D Common Stock 0 0.00 245,416
2023-09-20 Whiting John Kimball IV Officer A-Award A Stock Option (Right to Buy) 37,500 0.88 33.0K 400,000
2023-09-20 Rangesh Abinand Director / Officer A-Award A Stock Option (Right to Buy) 140,000 0.88 123.2K 270,000
2023-09-20 HATSOPOULOS JOHN Director A-Award A Stock Option (Right to Buy) 50,000 0.88 44.0K 62,723
2023-09-19 HATSOPOULOS JOHN Director P-Purchase A Common Stock 5,000 0.91 4.6K 484,005
2023-09-08 LEWIS EARL R Director P-Purchase A Common Stock 10,000 0.95 9.5K 514,683
2023-09-07 HATSOPOULOS JOHN Director P-Purchase A Common Stock 200 1.00 200.00 479,005
2023-09-05 LEWIS EARL R Director P-Purchase A Common Stock 10,000 1.00 10.0K 504,683
2023-09-05 HATSOPOULOS JOHN Director P-Purchase A Common Stock 10,000 0.97 9.7K 478,805
2023-08-30 Rangesh Abinand Director / Officer P-Purchase A Common Stock 800 1.02 816.00 10,301
2023-08-23 Rangesh Abinand Director / Officer P-Purchase A Common Stock 200 1.02 204.00 9,501
2023-08-22 HATSOPOULOS JOHN Director P-Purchase A Common Stock 5,000 1.12 5.6K 468,805
2023-08-17 HATSOPOULOS JOHN Director P-Purchase A Common Stock 4,674 1.04 4.9K 463,805
2023-08-15 Rangesh Abinand Director / Officer P-Purchase A Common Stock 1 0.95 0.95 9,301
2023-08-15 HATSOPOULOS JOHN Director P-Purchase A Common Stock 5,000 1.00 5.0K 459,131
2023-08-14 LEWIS EARL R Director P-Purchase A Common Stock 1,500 1.00 1.5K 494,683
2023-06-26 HATSOPOULOS JOHN Director P-Purchase A Common Stock 1,000 0.96 960.00 454,131
2023-06-20 Rangesh Abinand Director / Officer P-Purchase A Common Stock 1,500 1.04 1.6K 9,300
2023-06-20 HATSOPOULOS JOHN Director P-Purchase A Common Stock 3,000 1.00 3.0K 453,131
2023-06-15 HATSOPOULOS JOHN Director P-Purchase A Common Stock 5,000 1.11 5.6K 450,131
2023-06-13 LEWIS EARL R Director A-Award A Stock Option (Right to Buy) 25,000 1.10 27.5K 175,000
2023-06-13 HOLUBOW FRED Director A-Award A Stock Option (Right to Buy) 25,000 1.10 27.5K 175,000
2023-06-13 GHONIEM AHMED Director A-Award A Stock Option (Right to Buy) 25,000 1.10 27.5K 187,723
2023-06-13 GALITEVA ANGELINA Director A-Award A Stock Option (Right to Buy) 25,000 1.10 27.5K 175,000
2023-06-13 ALBERTINE JOHN M Director A-Award A Stock Option (Right to Buy) 25,000 1.10 27.5K 125,000
2023-06-12 HATSOPOULOS JOHN Director P-Purchase A Common Stock 5,000 1.12 5.6K 445,131
2023-06-08 HATSOPOULOS JOHN Director P-Purchase A Common Stock 500 1.09 546.25 440,131
2023-06-07 HATSOPOULOS JOHN Director P-Purchase A Common Stock 3,000 1.00 3.0K 439,631
2023-06-06 HATSOPOULOS JOHN Director P-Purchase A Common Stock 7,000 1.00 7.0K 429,631
2023-06-02 HATSOPOULOS JOHN Director P-Purchase A Common Stock 1,000 1.09 1.1K 421,631
2023-05-26 HATSOPOULOS JOHN Director P-Purchase A Common Stock 1,000 1.17 1.2K 420,631
2023-05-25 HATSOPOULOS JOHN Director P-Purchase A Common Stock 1,000 1.17 1.2K 419,631
2023-05-23 HATSOPOULOS JOHN Director P-Purchase A Common Stock 1,000 1.17 1.2K 418,631
2023-05-15 LEWIS EARL R Director P-Purchase A Common Stock 10,000 0.96 9.6K 493,183
2023-05-15 HATSOPOULOS JOHN Director P-Purchase A Common Stock 3,649 1.00 3.6K 417,631
2023-03-29 LEWIS EARL R Director P-Purchase A Common Stock 10,000 1.18 11.8K 483,183
2023-03-28 LEWIS EARL R Director P-Purchase A Common Stock 3,200 1.02 3.3K 463,183
2023-03-28 HATSOPOULOS JOHN Director P-Purchase A Common Stock 17,700 1.00 17.7K 413,982
2023-03-27 LEWIS EARL R Director P-Purchase A Common Stock 806 0.98 793.51 457,183
2023-03-27 HATSOPOULOS JOHN Director P-Purchase A Common Stock 11,419 1.00 11.4K 396,282
2023-03-24 LEWIS EARL R Director P-Purchase A Common Stock 2,694 0.93 2.5K 456,377
2023-03-24 HATSOPOULOS JOHN Director P-Purchase A Common Stock 50,000 0.92 46.0K 384,863
2023-03-22 LEWIS EARL R Director P-Purchase A Common Stock 5,000 0.87 4.4K 448,183
2023-03-21 HATSOPOULOS JOHN Director P-Purchase A Common Stock 10,000 0.88 8.8K 334,863
2023-03-20 Rangesh Abinand Director / Officer P-Purchase A Common Stock 1,000 0.90 899.50 7,800
2023-03-20 LEWIS EARL R Director P-Purchase A Common Stock 5,000 0.87 4.4K 443,183
2023-03-20 HATSOPOULOS JOHN Director P-Purchase A Common Stock 10,000 0.84 8.4K 324,863
2023-01-21 Whiting John Kimball IV Officer D Stock Option (Right to Buy) 52,500 1.10 57.8K 0
2023-01-21 Rangesh Abinand Director / Officer Stock Option (Right to Buy) 70,000 1.10 77.0K 0 D
2023-01-21 Pacheco Ann Marie Brown 10% Owner D Stock Option (Right to Buy) 7,000 1.10 7.7K 0
2023-01-21 PANORA ROBERT A Officer Stock Option (Right to Buy) 52,500 1.10 57.8K 0 D
2023-01-21 Lafaille Stephen Officer Stock Options (Right to Buy) 52,500 1.10 57.8K 0 D
2023-01-21 Deschenes Roger P. Officer Stock Options (Right to Buy) 52,500 1.10 57.8K 0 D
2023-01-21 Benjamin Locke M. Director / Officer D Stock Option (Right to Buy) 70,000 1.10 77.0K 0
2022-10-19 HATSOPOULOS JOHN Director P-Purchase A Common Stock 5,000 1.00 5.0K 314,863
2022-10-17 HATSOPOULOS JOHN Director P-Purchase A Common Stock 5,000 0.98 4.9K 309,863
2022-10-11 HATSOPOULOS JOHN Director P-Purchase A Common Stock 5,000 0.96 4.8K 304,863
2022-10-10 HATSOPOULOS JOHN Director P-Purchase A Common Stock 5,000 0.96 4.8K 299,863
2022-09-29 LEWIS EARL R Director P-Purchase A Common Stock 5,000 0.97 4.9K 428,183
2022-09-28 LEWIS EARL R Director P-Purchase A Common Stock 8,183 0.95 7.8K 423,183
2022-09-08 HATSOPOULOS JOHN Director P-Purchase A Common Stock 5,000 1.17 5.8K 294,863
2022-09-02 HATSOPOULOS JOHN Director P-Purchase A Common Stock 5,000 1.10 5.5K 289,863
2022-08-31 HATSOPOULOS JOHN Director P-Purchase A Common Stock 5,000 1.10 5.5K 279,863
2022-08-29 HATSOPOULOS JOHN Director P-Purchase A Common Stock 5,000 1.23 6.2K 269,863
2022-08-26 HATSOPOULOS JOHN Director P-Purchase A Common Stock 5,000 1.24 6.2K 264,863
2022-08-24 HATSOPOULOS JOHN Director P-Purchase A Common Stock 2,700 1.23 3.3K 252,563
2022-08-23 HATSOPOULOS JOHN Director P-Purchase A Common Stock 5,000 1.25 6.3K 259,863
2022-08-22 HATSOPOULOS JOHN Director P-Purchase A Common Stock 5,000 1.21 6.1K 244,863
2022-06-23 LEWIS EARL R Director A-Award A Stock Option (Right to Buy) 25,000 1.20 30.0K 150,000
2022-06-23 Jenkins Ralph Director A-Award A Stock Option (Right to Buy) 25,000 1.20 30.0K 150,000
2022-06-23 HOLUBOW FRED Director A-Award A Stock Option (Right to Buy) 25,000 1.20 30.0K 150,000
2022-06-23 GHONIEM AHMED Director A-Award A Stock Option (Right to Buy) 25,000 1.20 30.0K 162,723
2022-06-23 GALITEVA ANGELINA Director A-Award A Stock Option (Right to Buy) 25,000 1.20 30.0K 150,000
2022-06-08 LEWIS EARL R Director D Stock Option (Right to Buy) 25,000 1.75 43.8K 0
2022-06-08 Jenkins Ralph Director D Stock Option (Right to Buy) 100,000 1.75 175.0K 0
2022-06-08 HOLUBOW FRED Director D Stock Option (Right to Buy) 25,000 1.75 43.8K 0
2022-06-08 GHONIEM AHMED Director D Stock Option (Right to Buy) 25,000 1.75 43.8K 0
2022-06-08 GALITEVA ANGELINA Director D Stock Option (Right to Buy) 25,000 1.75 43.8K 0
2022-05-04 Pacheco Ann Marie Brown 10% Owner D Common Stock 0 0.00 3,700,864
2022-03-16 Rangesh Abinand Director / Officer D Common Stock 0 0.00 6,000
2022-03-16 Benjamin Locke M. Director / Officer D Stock Option (Right to Buy) 300,000 0.74 222.0K 0
2022-03-11 Whiting John Kimball IV Officer D Common Stock 0 0.00 636
2022-03-11 PANORA ROBERT A Officer D Stock Option (Right to Buy) 12,723 0.79 10.1K 0
2022-03-11 HATSOPOULOS JOHN Director I Common Stock 0 0.00 75,562
2022-03-09 Whiting John Kimball IV Officer Stock Option (Right to Buy) 52,500 1.10 57.8K 0 D
2022-03-09 Rangesh Abinand Director / Officer Common Stock 0 0.00 6,000 D
2022-03-09 PANORA ROBERT A Officer Stock Option (Right to Buy) 200,000 0.71 142.0K 0 D
2022-03-09 LEWIS EARL R Director D Common Stock 0 0.00 415,000
2022-03-09 HATSOPOULOS JOHN Director D Common Stock 0 0.00 268,088
2022-03-09 GALITEVA ANGELINA Director D Common Stock 0 0.00 50,000
2022-03-09 Benjamin Locke M. Director / Officer Common Stock 0 0.00 6,418 I
2021-08-17 LEWIS EARL R Director P-Purchase A Common Stock 10,000 1.82 18.2K 260,000
2021-07-09 LEWIS EARL R Director D Stock Option (Right to Buy) 100,000 0.71 71.0K 0
2021-07-09 HOLUBOW FRED Director D Stock Option (Right to Buy) 100,000 0.71 71.0K 0
2021-07-09 GHONIEM AHMED Director D Stock Option (Right to Buy) 100,000 0.71 71.0K 0
2021-07-09 GALITEVA ANGELINA Director D Stock Option (Right to Buy) 100,000 0.71 71.0K 0
2020-08-19 LEWIS EARL R Director A-Award A Common Stock 16,900 0.85 14.4K 241,147
2020-08-18 LEWIS EARL R Director A-Award A Common Stock 1,827 0.79 1.4K 201,827
2020-07-15 Benjamin Locke M. Director / Officer A-Award A Stock Option (Right to Buy) 300,000 0.74 222.0K 736,800
2020-07-09 Whiting John Kimball IV Officer A-Award A Stock Option (Right to Buy) 200,000 0.71 142.0K 310,000
2020-07-09 Petersen Deanna M Director A-Award A Stock Option (Right to Buy) 100,000 0.71 71.0K 109,200
2020-07-09 PANORA ROBERT A Officer A-Award A Stock Option (Right to Buy) 200,000 0.71 142.0K 337,723
2020-07-09 LEWIS EARL R Director A-Award A Stock Option (Right to Buy) 100,000 0.71 71.0K 100,000
2020-07-09 HOLUBOW FRED Director A-Award A Stock Option (Right to Buy) 100,000 0.71 71.0K 100,000
2020-07-09 GHONIEM AHMED Director A-Award A Stock Option (Right to Buy) 100,000 0.71 71.0K 137,723
2020-07-09 GALITEVA ANGELINA Director A-Award A Stock Option (Right to Buy) 100,000 0.71 71.0K 125,000
2020-06-11 Whiting John Kimball IV Officer D Stock Option (Right to Buy) 50,000 3.76 188.0K 0
2020-06-08 LEWIS EARL R Director A-Award A Common Stock 18,557 0.88 16.3K 157,183
2020-06-05 HOLUBOW FRED Director 0 0.00 0
2020-06-04 LEWIS EARL R Director P-Purchase A Common Stock 1,000 0.70 699.80 1,000
2020-06-01 LEWIS EARL R Director A-Award A Common Stock 17,318 0.72 12.5K 100,070 D
2020-04-23 HATSOPOULOS JOHN Director P-Purchase A Common Stock 5,000 0.99 5.0K 2,319,873

Executive team

Top executives
EBIT / Employee
-78.4K
Shares Outstanding
29.91M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Abinand Rangesh Chief Executive Officer (Principal Executive Officer) 210.0K 450.0K 149.8K 2.7K 812.5K 73.83%
2 2025 Stephen Lafaille Vice President of Business Development 210.3K 100.0K 99.9K 2.4K 412.5K 48.45%
3 2025 John K. Whiting, IV General Counsel and Secretary 176.2K 100.0K 99.9K 2.5K 378.6K 52.79%
4 2025 Roger P. Deschenes Chief Financial and Accounting Officer (Principal Financial and Accounting Officer) and Treasurer 164.4K 150.0K 50.0K 1.4K 365.8K 54.68%
5 2025 Robert A. Panora Chief Operating Officer and President 192.1K 2.2K 194.3K 0.00%
6 2024 Abinand Rangesh Chief Executive Officer (Principal Executive Officer) 201.0K 2.5K 203.5K 0.00%
7 2024 Abinand Rangesh Chief Executive and Financial Officer (Principal Executive and Financial Officer) and Treasurer 201.0K 2.5K 203.5K 0.00%
8 2024 Stephen Lafaille Vice President of Business Development 173.6K 2.3K 175.9K 0.00%
9 2024 John K. Whiting, IV General Counsel and Secretary 171.7K 2.3K 174.0K 0.00%
10 2024 Robert A. Panora Chief Operating Officer and President 164.8K 2.5K 167.3K 0.00%
11 2024 Roger P. Deschenes Chief Financial and Accounting Officer (Principal Financial and Accounting Officer) and Treasurer 151.9K 1.3K 153.2K 0.00%
12 2024 Roger P. Deschenes Chief Accounting Officer 151.9K 1.3K 153.2K 0.00%
13 2024 Benjamin M. Locke Former Chief Executive Officer 11.7K 11.7K 0.00%
14 2023 Abinand Rangesh Chief Executive and Financial Officer (Principal Executive and Financial Officer) and Treasurer 167.5K 56.7K 2.0K 226.2K 25.07%
15 2023 Joseph E. Gehret Vice President of Operations 160.5K 30.4K 2.0K 192.8K 15.75%
16 2023 John K. Whiting, IV General Counsel and Secretary 163.8K 15.2K 2.0K 181.0K 8.39%
17 2023 Stephen Lafaille Vice President of Business Development 171.7K 1.7K 173.4K 0.00%
18 2023 Benjamin M. Locke Former Chief Executive Officer 48.2K 119.2K 167.3K 0.00%
19 2023 Robert A. Panora Chief Operating Officer and President 161.5K 2.0K 163.4K 0.00%
20 2023 Roger P. Deschenes Chief Accounting Officer 142.4K 15.2K 1.4K 159.0K 9.55%
21 2022 Stephen Lafaille Vice President of Business Development 189.7K 30.0K 22.0K 1.3K 242.9K 9.06%
22 2022 Benjamin M. Locke Former Chief Executive Officer 210.0K 29.3K 1.8K 241.1K 12.16%
23 2022 Jeffrey H. Glick Vice President of Sales 216.0K 14.7K 1.9K 232.6K 6.31%
24 2022 Joseph B. Gehret Chief Technical Officer 179.4K 10.0K 14.7K 2.4K 206.5K 7.10%
25 2022 Abinand Rangesh Chief Executive and Financial Officer (Principal Executive and Financial Officer) and Treasurer 167.5K 29.3K 308.00 197.1K 14.88%
26 2022 John K. Whiting, IV General Counsel and Secretary 164.1K 22.0K 2.2K 188.3K 11.68%
27 2022 Robert A. Panora Chief Operating Officer and President 160.0K 22.0K 4.1K 186.1K 11.82%
28 2022 Joseph E. Gehret Vice President of Operations 157.3K 22.0K 1.4K 180.7K 12.17%
29 2022 Roger P. Deschenes Chief Accounting Officer 141.7K 22.0K 1.4K 165.1K 13.32%
30 2021 Benjamin M. Locke Chief Executive Officer 210.0K 35.0K 1.0K 246.0K 0.00%
31 2021 Benjamin M. Locke Former Chief Executive Officer 210.0K 35.0K 1.0K 246.0K 0.00%
32 2021 Joseph B. Gehret Chief Technical Officer 173.1K 30.0K 32.9K 2.3K 238.3K 13.78%
33 2021 Jeffrey H. Glick Vice President of Sales 219.5K 3.5K 1.9K 224.9K 0.00%
34 2021 Robert A. Panora Chief Operating Officer and President 160.0K 17.5K 4.1K 181.6K 0.00%
35 2021 John K. Whiting, IV General Counsel and Secretary 159.4K 17.5K 2.1K 179.0K 0.00%
36 2021 Abinand Rangesh Chief Executive and Financial Officer (Principal Executive and Financial Officer) and Treasurer 158.1K 15.0K 308.00 173.4K 0.00%
37 2021 Abinand Rangesh Chief Financial Officer (Principal Financial Officer) and Treasurer 158.1K 15.0K 308.00 173.4K 0.00%
38 2020 Benjamin M. Locke Chief Executive Officer 210.0K 87.0K 4.7K 301.7K 28.84%
39 2020 Robert A. Panora Chief Operating Officer and President 161.5K 55.4K 7.0K 223.9K 24.74%
40 2020 John K. Whiting, IV General Counsel and Secretary 159.6K 55.4K 4.5K 219.5K 25.24%
41 2020 Jeffrey H. Glick Vice President of Sales 203.1K 5.4K 208.5K 0.00%
42 2020 Joseph B. Gehret Chief Technical Officer 172.8K 13.0K 5.3K 191.1K 0.00%
43 2020 Abinand Rangesh Chief Financial Officer (Principal Financial Officer) and Treasurer 147.2K 10.0K 13.9K 3.1K 174.2K 7.95%
44 2019 John K. Whiting, IV General Counsel and Secretary 165.6K 51.2K 216.8K 23.60%
45 2019 Benjamin M. Locke Chief Executive Officer 210.0K 210.0K 0.00%
46 2019 Robert A. Panora Chief Operating Officer and President 200.0K 648.00 200.6K 0.00%
47 2019 Bonnie J. Brown Chief Accounting Officer, Treasurer and Secretary 168.8K 168.8K 0.00%
48 2019 John N. Hatsopoulos Co-Chief Executive Officer 1.00 1.00 0.00%
49 2018 Benjamin M. Locke Chief Executive Officer 210.0K 204.4K 414.4K 49.32%
50 2018 Bonnie J. Brown Chief Accounting Officer, Treasurer and Secretary 180.0K 53.8K 233.8K 23.02%
51 2018 Bonnie J. Brown Chief Accounting Officer, Treasurer and Secretary 180.0K 53.8K 233.8K 23.02%
52 2018 Robert A. Panora Chief Operating Officer and President 200.0K 648.00 200.6K 0.00%
53 2018 John K. Whiting, IV General Counsel and Secretary 133.6K 60.7K 194.4K 31.25%
54 2018 John N. Hatsopoulos Co-Chief Executive Officer 1.00 1.00 0.00%
55 2018 John N. Hatsopoulos Co-Chief Executive Officer until March 29, 2018 1.00 1.00 0.00%
56 2018 David A. Garrison Former Chief Financial Officer, Treasurer and Secretary
57 2017 Robert A. Panora Chief Operating Officer and President 200.0K 50.0K 2.8K 252.8K 0.00%
58 2017 Benjamin M. Locke Chief Executive Officer 210.0K 630.00 210.6K 0.00%
59 2017 Benjamin M. Locke Co-Chief Executive Officer 210.0K 210.0K 0.00%
60 2017 Bonnie J. Brown Chief Accounting Officer, Treasurer and Secretary 110.8K 110.8K 0.00%
61 2017 David A. Garrison Former Chief Financial Officer, Treasurer and Secretary 93.2K 93.2K 0.00%
62 2017 John N. Hatsopoulos Co-Chief Executive Officer 1.00 1.00 0.00%
63 2017 John N. Hatsopoulos Co-Chief Executive Officer until March 29, 2018 1.00 1.00 0.00%
64 2016 Benjamin M. Locke Co-Chief Executive Officer 210.0K 630.00 210.6K 0.00%
65 2016 Robert A. Panora Chief Operating Officer and President 200.0K 3.2K 2.8K 205.9K 1.53%
66 2016 David A. Garrison Chief Financial Officer, Treasurer and Secretary 180.0K 858.00 558.00 181.4K 0.47%
67 2016 David A. Garrison Former Chief Financial Officer, Treasurer and Secretary 180.0K 858.00 558.00 181.4K 0.47%
68 2016 John N. Hatsopoulos Co-Chief Executive Officer 1.00 1.00 0.00%
69 2016 Bonnie J. Brown Chief Accounting Officer, Treasurer and Secretary
70 2015 David A. Garrison Chief Financial Officer, Treasurer and Secretary 186.9K 186.9K 0.00%
71 2015 David A. Garrison Chief Financial Officer, Treasurer and Secretary Bonnie J. Brown 186.9K 186.9K 0.00%
72 2015 Robert A. Panora Chief Operating Officer and President 132.0K 132.0K 0.00%
73 2015 Benjamin M. Locke Co-Chief Executive Officer 108.1K 108.1K 0.00%
74 2015 Benjamin Locke Co-Chief Executive Officer 108.1K 108.1K 0.00%
75 2015 John N. Hatsopoulos Co-Chief Executive Officer 1.00 1.00 0.00%
76 2014 Benjamin Locke Co-Chief Executive Officer 150.0K 323.8K 473.8K 68.34%
77 2014 Robert A. Panora Chief Operating Officer and President 163.8K 50.0K 213.8K 0.00%
78 2014 David A. Garrison Chief Financial Officer, Treasurer and Secretary Bonnie J. Brown 118.4K 85.4K 203.8K 41.90%
79 2014 David A. Garrison Chief Financial Officer, Treasurer and Secretary Bonnie J. Brown 118.4K 85.4K 203.8K 41.90%
80 2014 Bonnie J. Brown Former Chief Financial Officer, Treasurer and Secretary 120.8K 21.8K 142.6K 0.00%
81 2014 John N. Hatsopoulos Co-Chief Executive Officer 1.00 1.00 0.00%
82 2013 Robert A. Panora Chief Operating Officer and President 163.8K 163.8K 0.00%
83 2013 Bonnie J. Brown Former Chief Financial Officer, Treasurer and Secretary 156.0K 156.0K 0.00%
84 2013 Benjamin Locke Co-Chief Executive Officer 83.7K 28.3K 111.9K 25.27%
85 2013 John N. Hatsopoulos Co-Chief Executive Officer 1.00 1.00 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-21 DEF 14A
2025-04-29 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-04-27 4
2026-04-21 DEF 14A
2026-04-14 4
2026-04-08 8-K
2026-03-27 4
2026-03-27 4
2026-03-27 4
2026-03-23 4
2026-03-23 4
2026-03-23 4

Executive team

NameTitleCompensationGender
Abinand Rangesh Chief Executive Officer & Director 212.7K
Stephen Lafaille Vice President of Business Development 212.6K male
Robert A. Panora President & Chief Operating Officer 194.3K male
John Kimball Whiting General Counsel & Secretary 178.7K male
Roger Deschenes Chief Financial Officer, Treasurer & Chief Accounting Officer 165.8K male
Tristen Howell Office Manager
ESG Rating
B
ELECTRICAL EQUIPMENT & PARTS
2025
E (Environmental)
75.8 / 67.7
Company / Sector avg.
S (Social)
68.5 / 63.2
Company / Sector avg.
G (Governance)
64.5 / 64.3
Company / Sector avg.
ESG Total
69.6 / 65.0
Company / Sector avg.
ESG Score History ELECTRICAL EQUIPMENT & PARTS
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 history

Earnings history

Earnings reports

Stock splits