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TriSalus Life Sciences, Inc. (TLSI)
USD4.06
+0.02 (+0.50%)
US NASDAQ Healthcare Medical - Devices
Address
6272 West 91st Avenue 80031
Westminster, CO, US
Westminster, CO, US
CEO
Mary T. Szela
Website
trisaluslifesci.com
IPO
2021-02-08
CIK 1826667 ISIN US89680M1018
Also trades on
NASDAQ Capital Market · MTAC (USD)
NASDAQ Capital Market · MTACU (USD)
NASDAQ Capital Market · MTACW (USD)
NASDAQ Global Market · TLSI (USD)
Description
TriSalus Life Sciences, Inc. is an immunotherapy firm dedicated to the research, development, and market introduction of treatments that leverage the body's immune system, primarily targeting liver and pancreatic cancers. The company's product portfolio includes the TriNav Infusion System, designed for hepatic arterial infusion to treat liver tumors, and the Pancreatic Retrograde Venous Infusion System, which addresses pancreatic tumors. Additionally, TriSalus is advancing SD-101, an investigational immunotherapeutic that incorporates pressure-enabled drug delivery technology. This experimental therapy is currently being explored for its application in hepatocellular carcinoma, intrahepatic cholangiocarcinoma, uveal melanoma with liver metastases, pancreatic ductal adenocarcinoma with liver metastases, colorectal cancer with liver metastases, and primary pancreatic cancers. The company's operations are headquartered in Westminster, Colorado.
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
USD4.06
+0.02 (+0.50%)
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Volume Profile
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Liquidity & share structure
Average Volume
459.4K
Beta
0.49
Float Shares
15.00M
Free Float %
39.6%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +3.57% | +20.45% | +41.20% | -7.60% | -48.43% | -45.99% | -27.36% | -63.89% | -61.41% | -64.16% | -64.16% |
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 (3 ratings, all time)
Buy
Price Targets & DCF
Current price
4.06
Low
8.00
+97.0%
Consensus
8.00
+97.0%
Median
8.00
+97.0%
High
8.00
+97.0%
Ratings Trend (MoM)
100% Bullish
| Rating | 2026-06 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 4 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
8.00
+97.0%
|
| Last Quarter | 1 |
8.00
+97.0%
|
| Last Year | 1 |
8.00
+97.0%
|
| All Time | 4 |
10.25
+152.5%
|
Quality scores
Altman Z-Score
-4.48
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
D+
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Medical - Devices: +11.2%+53.4% ★ Q1'26: -2.9% (vs Q1'25)
-
EPS growth Medical - Devices: +28.5%-47.2% Q1'26: +107.7% (vs Q1'25)
-
FCF margin FCF growth · Medical - Devices: +30.9%-82.3% Q1'26: -74.4% (vs Q1'25)
-
EBIT margin Medical - Devices: +6.2%-74.6% Q1'26: +33.5% (vs Q1'25)
-
ROIC Medical - Devices: +3.3%— Q1'26: -128.4% (vs Q1'25)
-
Share dilution Medical - Devices: 0.0%+43.0% Q1'26: +83.4% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Devices: -0.35×-1.04× Q1'26: 2.77× (vs Q1'25)
Valuation Multiples
From
To
Consensus Estimates
| Metric |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 2 EPS Ana. |
Dec 2027 3 Rev. Ana. 2 EPS Ana. |
Dec 2028 3 Rev. Ana. 3 EPS Ana. |
Dec 2029 2 Rev. Ana. 1 EPS Ana. |
Dec 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|
| Revenue |
18.51M
est: 24.74M (-25.2%)
|
29.43M
est: 29.26M (+0.6%)
|
45.15M
est: 44.76M (+0.9%)
|
53.67M
51.21M – 56.73M
+19.9% YoY
|
78.41M
74.82M – 82.88M
+46.1% YoY
|
109.01M
109.01M – 109.01M
+39.0% YoY
|
138.58M
132.24M – 146.49M
+27.1% YoY
|
180.79M
172.51M – 191.10M
+30.5% YoY
|
| EBITDA |
-58.65M
est: -23.41M (-150.6%)
|
-36.17M
est: -27.69M (-30.6%)
|
-33.05M
est: -42.36M (+22.0%)
|
-50.79M
-53.69M – -48.47M
-19.9% YoY
|
-74.21M
-78.44M – -70.81M
-46.1% YoY
|
-103.17M
-103.17M – -103.17M
-39.0% YoY
|
-131.16M
-138.64M – -125.15M
-27.1% YoY
|
-171.10M
-180.86M – -163.27M
-30.5% YoY
|
| EBIT |
-59.34M
est: -23.48M (-152.7%)
|
-33.13M
est: -27.78M (-19.3%)
|
-33.68M
est: -42.49M (+20.7%)
|
-50.94M
-53.84M – -48.61M
-19.9% YoY
|
-74.42M
-78.67M – -71.02M
-46.1% YoY
|
-103.47M
-103.47M – -103.47M
-39.0% YoY
|
-131.54M
-139.04M – -125.52M
-27.1% YoY
|
-171.60M
-181.39M – -163.74M
-30.5% YoY
|
| Net Income |
-59.36M
est: -104.04M (+42.9%)
|
-33.23M
est: -48.04M (+30.8%)
|
-39.23M
est: -67.32M (+41.7%)
|
-12.29M
-13.11M – -11.48M
+81.7% YoY
|
-6.26M
-6.68M – -5.85M
+49.1% YoY
|
15.15M
-1.89M – 24.63M
+342.1% YoY
|
20.59M
19.37M – 22.12M
+35.9% YoY
|
40.55M
38.14M – 43.56M
+96.9% YoY
|
| SGA |
40.55M
est: 43.78M (-7.4%)
|
43.81M
est: 51.79M (-15.4%)
|
50.17M
est: 79.23M (-36.7%)
|
94.99M
90.64M – 100.40M
+19.9% YoY
|
138.78M
132.43M – 146.70M
+46.1% YoY
|
192.95M
192.95M – 192.95M
+39.0% YoY
|
245.28M
234.06M – 259.28M
+27.1% YoY
|
319.98M
305.34M – 338.23M
+30.5% YoY
|
| EPS |
-2.23
est: -2.73 (+18.2%)
|
-1.25
est: -1.26 (+1.0%)
|
-1.84
est: -1.76 (-4.3%)
|
-0.32
-0.35 – -0.30
+81.7% YoY
|
-0.16
-0.18 – -0.15
+49.1% YoY
|
0.26
-0.05 – 0.65
+258.5% YoY
|
0.54
0.51 – 0.58
+109.0% YoY
|
1.07
1.01 – 1.15
+96.9% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-13 | Lake Street | Buy | Buy | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-06-12 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-06-11 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-06-10 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-06-09 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-06-08 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-06-05 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-06-04 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-06-03 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-06-02 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-06-01 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-28 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-27 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-26 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-22 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-21 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-20 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-19 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-18 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-15 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-14 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-13 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-12 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-11 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | 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 |
| 2026-05-05 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | 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 |
| 2026-04-27 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | 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 |
| 2026-04-20 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | 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
-18.56M
OE per share TTM
-0.45
Owner's Yield
-9.55%
Maintenance CapEx ratio
11.53%
Maint CapEx / Avg PPE
13.6%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
85
Total invested
83.28M
Insider transactions (90d)
12
Beneficial owners (>5%)
10
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Frankenius Equity AB | 6.99M | 14.00% | — | 6.99M | — | 6.99M | OO | V7 | 2025-08-04 | ↗ |
| 2 | Paul Frankenius | 6.99M | 14.00% | 6.99M | — | 6.99M | — | IN | V7 | 2025-08-04 | ↗ |
| 3 | First Light Asset Management, LLC | 5.37M | 8.75% | 5.37M | 5.37M | 5.37M | — | IA | DELAWARE | 2026-05-15 | ↗ |
| 4 | Utmost Group PLC | 3.50M | 5.71% | — | — | — | — | IC, FI, HC | UNITED KINGDOM | 2026-05-12 | ↗ |
| 5 | James J. Pallotta | 3.19M | 5.20% | — | — | — | — | IN | UNITED STATES | 2026-05-20 | ↗ |
| 6 | Mats Wahlstrom | 2.99M | 6.00% | 1.62M | 1.37M | 1.62M | 1.37M | IN | UNITED STATES | 2025-08-01 | ↗ |
| 7 | Kerry R. Hicks | 2.35M | 4.70% | 979.8K | 1.37M | 979.8K | 1.37M | IN | UNITED STATES | 2025-08-01 | ↗ |
| 8 | Nantahala Capital Management, LLC | 2.04M | 4.09% | 2.04M | 2.04M | 2.04M | — | IA | MASSACHUSETTS | 2025-11-14 | ↗ |
| 9 | Lombard International Assurance S.A. | 1.98M | 6.74% | 1.98M | — | 1.98M | — | FI | Luxembourg | 2024-10-21 | ↗ |
| 10 | HW Investment Partners, LLC | 1.37M | 2.80% | — | 1.37M | — | 1.37M | OO | CO | 2025-08-01 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
85
+21 vs prev Q
New positions
33
Closed positions
12
Increased
56
Reduced
14
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 | NANTAHALA CAPITAL MANAGEMENT, LLC | 2.07M +30.6K (+1.5%) | 14.45M +5.0M (+52.4%) | 4.81% -1.392 pp | 0.48% +0.148 pp | USD5.46 +27.8% | 3 qtrs — |
| 2 | BLACKROCK, INC. | 1.53M +746.5K (+94.7%) | 10.71M +7.0M (+192.3%) | 3.56% +1.169 pp | 0.00% +0.000 pp | USD6.09 +14.6% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 1.53M +371.1K (+32.0%) | 10.68M +5.3M (+98.2%) | 3.56% +0.030 pp | 0.00% +0.000 pp | USD5.93 +17.7% | 9 qtrs — |
| 4 | AWM INVESTMENT COMPANY, INC. | 1.24M -6.2K (-0.5%) | 8.68M +2.9M (+49.4%) | 2.89% -0.911 pp | 0.84% +0.293 pp | USD5.45 +28.1% | 3 qtrs — |
| 5 | GILDER GAGNON HOWE & CO LLC | 979.0K -68.0K (-6.5%) | 6.83M +2.0M (+40.4%) | 2.27% -0.909 pp | 0.07% +0.023 pp | USD5.49 +27.1% | 6 qtrs — |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 751.2K +196.8K (+35.5%) | 5.25M +2.7M (+103.4%) | 1.74% +0.059 pp | 0.00% +0.000 pp | USD6.15 +13.5% | 10 qtrs — |
| 7 | WEALTHCARE ADVISORY PARTNERS LLC | 643.7K +— (+0.0%) | 4.49M +1.5M (+50.1%) | 1.50% -0.462 pp | 0.09% +0.026 pp | USD4.61 +51.4% | 6 qtrs — |
| 8 | ALYESKA INVESTMENT GROUP, L.P. | 407.5K -150.0K (-26.9%) | 2.84M +252.0K (+9.7%) | 0.95% -0.748 pp | 0.01% +0.000 pp | USD5.45 +28.1% | 3 qtrs — |
| 9 | MORGAN STANLEY | 365.3K +347.3K (+1,931.8%) | 2.55M +2.5M (+2,949.9%) | 0.85% +0.794 pp | 0.00% +0.000 pp | USD6.90 +1.2% | 10 qtrs — |
| 10 | STATE STREET CORP | 264.6K +72.0K (+37.4%) | 1.85M +951.4K (+106.2%) | 0.61% +0.029 pp | 0.00% +0.000 pp | USD5.61 +24.4% | 7 qtrs — |
| 11 | NORTHERN TRUST CORP | 222.2K +45.6K (+25.8%) | 1.55M +729.8K (+88.8%) | 0.52% -0.021 pp | 0.00% +0.000 pp | USD6.00 +16.3% | 9 qtrs — |
| 12 | BANK OF AMERICA CORP /DE/ | 198.0K +8.8K (+4.7%) | 1.38M +502.5K (+57.1%) | 0.46% -0.115 pp | 0.00% +0.000 pp | USD5.13 +36.1% | 8 qtrs — |
| 13 | KOTLER KEVIN | 145.2K +145.2K (+100.0%) | 1.01M +1.0M (+100.0%) | 0.34% +0.337 pp | 0.24% +0.237 pp | USD6.98 +0.0% | 1 qtrs NEW |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 100.1K +42.8K (+74.6%) | 698.5K +432.1K (+162.1%) | 0.23% +0.058 pp | 0.00% +0.000 pp | USD6.05 +15.4% | 4 qtrs — |
| 15 | EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC | 72.0K +72.0K (+100.0%) | 502.7K +502.7K (+100.0%) | 0.17% +0.167 pp | 0.11% +0.109 pp | USD6.98 +0.0% | 1 qtrs NEW |
| 16 | CWA ASSET MANAGEMENT GROUP, LLC | 72.0K +— (+0.0%) | 502.6K +167.8K (+50.1%) | 0.17% -0.052 pp | 0.02% +0.006 pp | USD4.65 +50.1% | 2 qtrs — |
| 17 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 69.5K +— (+0.0%) | 485.1K +161.9K (+50.1%) | 0.16% -0.050 pp | 0.01% +0.003 pp | USD4.99 +39.9% | 6 qtrs — |
| 18 | GOLDMAN SACHS GROUP INC | 66.0K -84.5K (-56.2%) | 460.5K -239.3K (-34.2%) | 0.15% -0.304 pp | 0.00% +0.000 pp | USD4.75 +46.9% | 4 qtrs — |
| 19 | BANK OF NEW YORK MELLON CORP | 64.6K +17.9K (+38.3%) | 450.9K +233.8K (+107.6%) | 0.15% +0.008 pp | 0.00% +0.000 pp | USD5.81 +20.1% | 3 qtrs — |
| 20 | WHITE PINE CAPITAL LLC | 58.6K -1.2K (-2.0%) | 408.7K +130.9K (+47.1%) | 0.14% -0.046 pp | 0.11% +0.033 pp | USD4.65 +50.1% | 2 qtrs — |
| 21 | BARCLAYS PLC | 47.7K +21.2K (+80.2%) | 332.9K +209.9K (+170.5%) | 0.11% +0.030 pp | 0.00% +0.000 pp | USD6.13 +13.9% | 4 qtrs — |
| 22 | SQUAREPOINT OPS LLC | 44.4K -29.3K (-39.8%) | 309.7K -33.0K (-9.6%) | 0.10% -0.121 pp | 0.00% +0.000 pp | USD4.65 +50.1% | 2 qtrs — |
| 23 | MSD PARTNERS, L.P. | 40.0K +— (+0.0%) | 279.2K +93.2K (+50.1%) | 0.09% -0.029 pp | 0.26% +0.134 pp | USD4.61 +51.4% | 6 qtrs — |
| 24 | NUVEEN, LLC | 36.6K +16.0K (+77.5%) | 255.1K +159.4K (+166.4%) | 0.08% +0.022 pp | 0.00% +0.000 pp | USD6.12 +14.1% | 3 qtrs — |
| 25 | MILLENNIUM MANAGEMENT LLC | 35.7K +67.0 (+0.2%) | 249.0K +83.4K (+50.4%) | 0.08% -0.025 pp | 0.00% +0.000 pp | USD5.66 +23.3% | 8 qtrs — |
| 26 | LAIRD NORTON TRUST COMPANY, LLC | 35.0K +35.0K (+100.0%) | 244.0K +244.0K (+100.0%) | 0.08% +0.081 pp | 0.01% +0.005 pp | USD6.98 +0.0% | 1 qtrs NEW |
| 27 | WELLS FARGO & COMPANY/MN | 34.9K +20.3K (+138.3%) | 243.7K +175.6K (+257.7%) | 0.08% +0.037 pp | 0.00% +0.000 pp | USD6.25 +11.7% | 10 qtrs — |
| 28 | CONNECTIVE CAPITAL MANAGEMENT, LLC | 32.8K +— (+0.0%) | 228.9K +76.4K (+50.1%) | 0.08% -0.024 pp | 0.13% -0.006 pp | USD5.08 +37.4% | 5 qtrs — |
| 29 | DEUTSCHE BANK AG\ | 23.5K +23.5K (+100.0%) | 164.4K +164.4K (+100.0%) | 0.05% +0.055 pp | 0.00% +0.000 pp | USD6.98 +0.0% | 3 qtrs — |
| 30 | CONNECTICUT WEALTH MANAGEMENT, LLC | 22.3K +— (+0.0%) | 155.7K +52.0K (+50.1%) | 0.05% -0.016 pp | 0.01% +0.002 pp | USD5.12 +36.3% | 10 qtrs — |
| 31 | METLIFE INVESTMENT MANAGEMENT, LLC | 18.1K +18.1K (+100.0%) | 126.6K +126.6K (+100.0%) | 0.04% +0.042 pp | 0.00% +0.001 pp | USD6.98 +0.0% | 1 qtrs NEW |
| 32 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 15.6K -3.9K (-20.0%) | 109.0K +19.0K (+21.1%) | 0.04% -0.023 pp | 0.00% +0.000 pp | USD7.85 -11.1% | 9 qtrs — |
| 33 | RHUMBLINE ADVISERS | 15.4K +403.0 (+2.7%) | 107.7K +37.8K (+54.1%) | 0.04% -0.010 pp | 0.00% +0.000 pp | USD5.49 +27.1% | 3 qtrs — |
| 34 | PRICE T ROWE ASSOCIATES INC /MD/ | 14.8K +14.8K (+100.0%) | 104.0K +104.0K (+100.0%) | 0.03% +0.034 pp | 0.00% +0.000 pp | USD6.98 +0.0% | 1 qtrs NEW |
| 35 | MAN GROUP PLC | 14.6K +14.6K (+100.0%) | 102.0K +102.0K (+100.0%) | 0.03% +0.034 pp | 0.00% +0.000 pp | USD6.98 +0.0% | 1 qtrs NEW |
| 36 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 14.1K +5.5K (+63.0%) | 98.7K +58.3K (+144.6%) | 0.03% +0.007 pp | 0.00% +0.000 pp | USD6.04 +15.6% | 3 qtrs — |
| 37 | JPMORGAN CHASE & CO | 12.2K +4.6K (+61.5%) | 84.8K +49.8K (+142.5%) | 0.03% +0.005 pp | 0.00% +0.000 pp | USD6.04 +15.6% | 8 qtrs — |
| 38 | NEW YORK STATE COMMON RETIREMENT FUND | 11.1K -7.0K (-38.7%) | 77.4K -6.7K (-8.0%) | 0.03% -0.029 pp | 0.00% +0.000 pp | USD5.45 +28.1% | 3 qtrs — |
| 39 | HIGHMARK WEALTH MANAGEMENT LLC | 10.8K +10.8K (+100.0%) | 75.4K +75.4K (+100.0%) | 0.03% +0.025 pp | 0.03% +0.031 pp | USD6.98 +0.0% | 1 qtrs NEW |
| 40 | FMR LLC | 10.8K +10.5K (+4,109.0%) | 75.2K +74.0K (+6,220.2%) | 0.03% +0.024 pp | 0.00% +0.000 pp | USD6.92 +0.9% | 2 qtrs — |
| 41 | ABEL HALL, LLC | 10.5K +10.5K (+100.0%) | 73.3K +73.3K (+100.0%) | 0.02% +0.024 pp | 0.02% +0.017 pp | USD6.98 +0.0% | 1 qtrs NEW |
| 42 | INVESCO LTD. | 10.3K +10.3K (+100.0%) | 71.8K +71.8K (+100.0%) | 0.02% +0.024 pp | 0.00% +0.000 pp | USD6.98 +0.0% | 1 qtrs NEW |
| 43 | BNP PARIBAS ARBITRAGE, SNC | 6.4K +1.6K (+33.7%) | 44.6K +22.4K (+100.8%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD5.62 +24.2% | 3 qtrs — |
| 44 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 5.4K +— (+0.0%) | 37.7K +12.6K (+50.1%) | 0.01% -0.004 pp | 0.00% +0.000 pp | USD5.45 +28.1% | 3 qtrs — |
| 45 | UBS GROUP AG | 5.1K -3.8K (-42.6%) | 35.9K -5.8K (-13.9%) | 0.01% -0.015 pp | 0.00% +0.000 pp | USD5.48 +27.4% | 10 qtrs — |
| 46 | SRS CAPITAL ADVISORS, INC. | 4.0K -40.0 (-1.0%) | 28.0K +9.2K (+48.6%) | 0.01% -0.003 pp | 0.00% +0.001 pp | USD5.51 +26.7% | 4 qtrs — |
| 47 | LEGAL & GENERAL GROUP PLC | 2.9K +1.4K (+97.4%) | 20.0K +13.3K (+196.3%) | 0.01% +0.002 pp | 0.00% +0.000 pp | USD6.20 +12.6% | 3 qtrs — |
| 48 | RUSSELL INVESTMENTS GROUP, LTD. | 2.7K +— (+0.0%) | 19.0K +6.4K (+50.1%) | 0.01% -0.002 pp | 0.00% +0.000 pp | USD4.65 +50.1% | 2 qtrs — |
| 49 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1.9K +877.0 (+88.0%) | 13.1K +8.4K (+182.2%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD6.16 +13.3% | 3 qtrs — |
| 50 | TOWER RESEARCH CAPITAL LLC (TRC) | 1.8K -1.2K (-41.2%) | 12.4K -1.6K (-11.7%) | 0.00% -0.005 pp | 0.00% 0.000 pp | USD4.68 +49.1% | 9 qtrs — |
| 51 | AMERITAS INVESTMENT PARTNERS, INC. | 1.6K +— (+0.0%) | 11.4K +3.8K (+50.1%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD5.45 +28.1% | 3 qtrs — |
| 52 | STERLING CAPITAL MANAGEMENT LLC | 1.4K +373.0 (+37.4%) | 9.6K +4.9K (+106.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD5.48 +27.4% | 3 qtrs — |
| 53 | ROYAL BANK OF CANADA | 1.2K +843.0 (+240.2%) | 8.0K +6.0K (+300.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD6.53 +6.9% | 3 qtrs — |
| 54 | AMALGAMATED BANK | 956.00 +411.0 (+75.4%) | 7.0K +4.0K (+133.3%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD6.11 +14.2% | 3 qtrs — |
| 55 | CITIGROUP INC | 688.00 +329.0 (+91.6%) | 4.8K +3.1K (+187.5%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD6.19 +12.8% | 4 qtrs — |
| 56 | HOERTKORN RICHARD CHARLES | 668.00 +— (+0.0%) | 4.7K +1.6K (+50.1%) | 0.00% -0.001 pp | 0.00% +0.001 pp | USD8.45 -17.4% | 9 qtrs — |
| 57 | RITTER DANIHER FINANCIAL ADVISORY LLC / DE | 500.00 +500.0 (+100.0%) | 3.5K +3.5K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.001 pp | USD6.98 +0.0% | 1 qtrs NEW |
| 58 | CWM, LLC | 78.00 +78.0 (+100.0%) | 1.0K +1.0K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD6.97 +0.1% | 1 qtrs NEW |
| 59 | SIGNATUREFD, LLC | 100.00 +— (+0.0%) | 698.00 +233.0 (+50.1%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD10.25 -31.9% | 8 qtrs — |
| 60 | GAMMA INVESTING LLC | 58.00 +58.0 (+100.0%) | 405.00 +405.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD6.97 +0.1% | 1 qtrs NEW |
| 61 | — | 51.00 +51.0 (+100.0%) | 356.00 +356.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD6.96 +0.3% | 1 qtrs NEW |
| 62 | PNC FINANCIAL SERVICES GROUP, INC. | 22.00 -43.0 (-66.2%) | 154.00 -148.0 (-49.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD4.64 +50.4% | 2 qtrs — |
| 63 | TRUE WEALTH DESIGN, LLC | 1.00 +1.0 (+100.0%) | 7.00 +7.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD6.00 +16.3% | 1 qtrs NEW |
| 64 | VESTCOR INC | — -23.4K (-100.0%) | — -109.0K (-100.0%) | 0.00% -0.071 pp | 0.00% -0.003 pp | USD— | 6 qtrs SOLD |
| 65 | SEQUOIA FINANCIAL ADVISORS, LLC | — -19.5K (-100.0%) | — -90.5K (-100.0%) | 0.00% -0.059 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
| 66 | SBI SECURITIES CO., LTD. | — -2.0 (-100.0%) | — -9.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 67 | WOLVERINE ASSET MANAGEMENT LLC | — -820.0 (-100.0%) | — -3.8K (-100.0%) | 0.00% -0.003 pp | 0.00% +0.000 pp | USD— | 7 qtrs SOLD |
| 68 | IFP ADVISORS, INC | — -1.0 (-100.0%) | — -5.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 69 | CI PRIVATE WEALTH, LLC | — -75.7K (-100.0%) | — -352.0K (-100.0%) | 0.00% -0.230 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 40 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Invesco NASDAQ Future Gen 200 ETF QQQS | 0.61% | 133.2K | 0.20% |
| 2 | iShares Micro-Cap ETF IWC | 0.04% | 663.2K | 0.60% |
| 3 | Franklin U.S. Small Cap Multifactor Index ETF FLQS | 0.01% | 6.6K | 0.35% |
| 4 | iShares Russell 2000 Growth ETF IWO | 0.01% | 1.87M | 0.24% |
| 5 | Xtrackers Russell 2000 UCITS ETF 1C XRSU.L | 0.01% | 209.5K | 0.30% |
| 6 | Invesco Russell 2000 UCITS ETF RTYS.L | 0.01% | 20.3K | 0.25% |
| 7 | Global X - Russell 2000 ETF RSSL | 0.01% | 92.8K | 0.08% |
| 8 | iShares Russell 2000 BuyWrite ETF IWMW | 0.01% | 3.2K | 0.39% |
| 9 | iShares Russell 2000 ETF IWM | 0.01% | 4.72M | 0.19% |
| 10 | iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO | 0.01% | 30.8K | 0.36% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
17
Sells
0
Shares acquired
648.2K
Shares disposed
—
Cash buys
—
Cash sales
—
Net activity
+648,212
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | Wahlstrom Mats | Director | P-Purchase | A | Common Stock | 60,000 | 2.53 | 151.8K | 147,555 | D | ↗ |
| 2026-05-15 | Szela Mary T | Director / Officer | P-Purchase | A | Common Stock | 39,682 | 2.59 | 102.8K | 1,065,215 | D | ↗ |
| 2026-05-15 | Stansky Michael P | Director | P-Purchase | A | Common Stock | 410,000 | 2.50 | 1.03M | 1,240,722 | D | ↗ |
| 2026-05-15 | Patience David | Officer | P-Purchase | A | Common Stock | 7,100 | 2.43 | 17.3K | 275,757 | D | ↗ |
| 2026-05-15 | Marshak Richard | Officer | S-Sale | D | Common Stock | 543 | 2.67 | 1.4K | 125,101 | D | ↗ |
| 2026-05-15 | Gordon Gary B. | Director | P-Purchase | A | Common Stock | 10,000 | 2.46 | 24.6K | 72,510 | D | ↗ |
| 2026-05-14 | Wahlstrom Mats | Director | A-Award | A | Common Stock | 37,602 | 0.00 | — | 53,329 | D | ↗ |
| 2026-05-14 | Valle William | Director | A-Award | A | Common Stock | 28,201 | 0.00 | — | 58,688 | D | ↗ |
| 2026-05-14 | Stansky Michael P | Director | A-Award | A | Director Stock Option (right to buy) | 47,003 | 2.52 | 118.4K | 139,540 | D | ↗ |
| 2026-05-14 | MATLIN DAVID J | Director | A-Award | A | Common Stock | 23,065 | 0.00 | — | 1,323,210 | D | ↗ |
| 2026-05-14 | HICKS KERRY R | Director | A-Award | A | Director Stock Option (right to buy) | 56,403 | 2.52 | 142.1K | 145,625 | D | ↗ |
| 2026-05-14 | Gordon Gary B. | Director | A-Award | A | Common Stock | 24,553 | 0.00 | — | 62,510 | D | ↗ |
| 2026-03-17 | Szela Mary T | Director / Officer | S-Sale | D | Common Stock | 15,944 | 3.85 | 61.4K | 752,987 | D | ↗ |
| 2026-03-16 | Stevens Jennifer | Officer | S-Sale | D | Common Stock | 774 | 4.12 | 3.2K | 124,110 | D | ↗ |
| 2026-03-16 | Marshak Richard | Officer | S-Sale | D | Common Stock | 419 | 4.12 | 1.7K | 110,397 | D | ↗ |
| 2026-03-16 | Devlin Jodi | Officer | S-Sale | D | Common Stock | 273 | 4.12 | 1.1K | 97,364 | D | ↗ |
| 2026-03-16 | Cox Bryan F. | Officer | S-Sale | D | Common Stock | 579 | 4.12 | 2.4K | 163,415 | D | ↗ |
| 2026-03-12 | Stevens Jennifer | Officer | S-Sale | D | Common Stock | 1,552 | 4.09 | 6.3K | 124,884 | D | ↗ |
| 2026-03-12 | Marshak Richard | Officer | S-Sale | D | Common Stock | 1,589 | 4.09 | 6.5K | 110,816 | D | ↗ |
| 2026-03-12 | Devlin Jodi | Officer | S-Sale | D | Common Stock | 1,772 | 4.09 | 7.2K | 97,637 | D | ↗ |
| 2026-03-12 | Cox Bryan F. | Officer | S-Sale | D | Common Stock | 1,467 | 4.09 | 6.0K | 163,994 | D | ↗ |
| 2026-03-11 | Szela Mary T | Director / Officer | S-Sale | D | Common Stock | 4,358 | 4.13 | 18.0K | 768,931 | D | ↗ |
| 2026-03-11 | Stevens Jennifer | Officer | S-Sale | D | Common Stock | 1,204 | 4.13 | 5.0K | 126,436 | D | ↗ |
| 2026-03-11 | Marshak Richard | Officer | S-Sale | D | Common Stock | 1,449 | 4.13 | 6.0K | 112,405 | D | ↗ |
| 2026-03-11 | Devlin Jodi | Officer | S-Sale | D | Common Stock | 1,162 | 4.13 | 4.8K | 99,409 | D | ↗ |
| 2026-03-11 | Cox Bryan F. | Officer | S-Sale | D | Common Stock | 1,138 | 4.13 | 4.7K | 165,461 | D | ↗ |
| 2026-02-23 | Valle William | Director | P-Purchase | A | Common Stock | 30,487 | 4.10 | 125.0K | 30,487 | D | ↗ |
| 2026-02-23 | Szela Mary T | Director / Officer | P-Purchase | A | Common Stock | 30,487 | 4.10 | 125.0K | 773,289 | D | ↗ |
| 2026-02-23 | Stansky Michael P | Director | P-Purchase | A | Common Stock | 117,198 | 4.10 | 480.5K | 199,698 | I | ↗ |
| 2026-02-23 | Patience David | Officer | P-Purchase | A | Common Stock | 3,657 | 4.10 | 15.0K | 268,657 | D | ↗ |
| 2026-02-23 | Gordon Gary B. | Director | P-Purchase | A | Common Stock | 9,756 | 4.10 | 40.0K | 9,756 | D | ↗ |
| 2026-02-04 | Stansky Michael P | Director | A-Award | A | Director Stock Option (right to buy) | 92,537 | 4.91 | 454.4K | 92,537 | D | ↗ |
| 2025-11-24 | Szela Mary T | Director / Officer | A-Award | A | Common Stock | 125,000 | 0.00 | — | 442,802 | D | ↗ |
| 2025-11-24 | Stevens Jennifer | Officer | A-Award | A | Common Stock | 50,000 | 0.00 | — | 127,640 | D | ↗ |
| 2025-11-24 | Patience David | Officer | A-Award | A | Employee Stock Option (right to buy) | 130,000 | 5.55 | 721.5K | 668,899 | D | ↗ |
| 2025-11-24 | Marshak Richard | Officer | A-Award | A | Employee Stock Option (right to buy) | 120,000 | 5.55 | 666.0K | 408,937 | D | ↗ |
| 2025-11-24 | Devlin Jodi | Officer | A-Award | A | Common Stock | 50,000 | 0.00 | — | 100,571 | D | ↗ |
| 2025-11-24 | Cox Bryan F. | Officer | A-Award | A | Common Stock | 40,000 | 0.00 | — | 166,599 | D | ↗ |
| 2025-08-28 | Patience David | Officer | A-Award | A | Employee Stock Option (right to buy) | 248,899 | 5.11 | 1.27M | 538,899 | D | ↗ |
| 2025-08-14 | Patience David | Officer | A-Award | A | Employee Stock Option (right to buy) | 290,000 | 3.88 | 1.13M | 290,000 | D | ↗ |
| 2025-07-31 | MATLIN DAVID J | Director | C-Conversion | D | Series A Preferred Stock | 100,000 | 4.00 | 400.0K | 0 | D | ↗ |
| 2025-07-31 | Frankenius Equity AB | 10% Owner | C-Conversion | A | Common Stock | 759,000 | 0.00 | — | 6,989,748 | D | ↗ |
| 2025-07-01 | Patience David | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-06-12 | Wahlstrom Mats | Director | A-Award | A | Director Stock Option (right to buy) | 15,000 | 5.50 | 82.5K | 200,945 | D | ↗ |
| 2025-06-12 | Valle William | Director | A-Award | A | Director Stock Option (right to buy) | 15,000 | 5.50 | 82.5K | 56,250 | D | ↗ |
| 2025-06-12 | Murphy Sean | Director | A-Award | A | Director Stock Option (right to buy) | 15,000 | 5.50 | 82.5K | 554,681 | D | ↗ |
| 2025-06-12 | MATLIN DAVID J | Director | A-Award | A | Director Stock Option (right to buy) | 15,000 | 5.50 | 82.5K | 65,000 | D | ↗ |
| 2025-06-12 | HICKS KERRY R | Director | A-Award | A | Director Stock Option (right to buy) | 15,000 | 5.50 | 82.5K | 89,222 | D | ↗ |
| 2025-06-12 | Gordon Gary B. | Director | A-Award | A | Director Stock Option (right to buy) | 15,000 | 5.50 | 82.5K | 56,250 | D | ↗ |
| 2025-06-12 | Desai Arjun JJ | Director | A-Award | A | Director Stock Option (right to buy) | 15,000 | 5.50 | 82.5K | 65,000 | D | ↗ |
| 2025-05-19 | Young James Emmett | Officer | A-Award | A | Common Stock | 13,175 | 5.18 | 68.2K | 49,663 | D | ↗ |
| 2025-05-19 | Stevens Jennifer | Officer | S-Sale | D | Common Stock | 8,704 | 5.18 | 45.1K | 77,640 | D | ↗ |
| 2025-05-19 | Murphy Sean | Director | A-Award | A | Common Stock | 44,884 | 5.18 | 232.5K | 123,989 | D | ↗ |
| 2025-05-19 | Marshak Richard | Officer | S-Sale | D | Common Stock | 6,597 | 5.18 | 34.2K | 69,101 | D | ↗ |
| 2025-05-19 | Devlin Jodi | Officer | S-Sale | D | Common Stock | 4,764 | 5.18 | 24.7K | 52,764 | D | ↗ |
| 2025-05-19 | Cox Bryan F. | Officer | A-Award | A | Common Stock | 15,722 | 5.18 | 81.4K | 124,179 | D | ↗ |
| 2025-02-18 | Young James Emmett | Officer | A-Award | A | Common Stock | 14,762 | 0.00 | — | 36,488 | D | ↗ |
| 2025-02-18 | Szela Mary T | Director / Officer | A-Award | A | Common Stock | 21,089 | 0.00 | — | 465,348 | D | ↗ |
| 2025-02-18 | Stevens Jennifer | Officer | A-Award | A | Common Stock | 14,481 | 0.00 | — | 57,889 | D | ↗ |
| 2025-02-18 | Murphy Sean | Director / Officer | A-Award | A | Common Stock | 15,817 | 0.00 | — | 79,105 | D | ↗ |
| 2025-02-18 | Marshak Richard | Officer | A-Award | A | Common Stock | 7,644 | 0.00 | — | 54,270 | D | ↗ |
| 2025-02-18 | Devlin Jodi | Officer | A-Award | A | Common Stock | 5,272 | 0.00 | — | 33,397 | D | ↗ |
| 2025-02-18 | Cox Bryan F. | Officer | A-Award | A | Common Stock | 11,450 | 0.00 | — | 108,457 | D | ↗ |
| 2025-02-10 | Wahlstrom Mats | Director / 10% Owner | J-Other | A | Series A Convertible Preferred Stock | 44,750 | 5.28 | 236.1K | 94,750 | I | ↗ |
| 2025-02-10 | MATLIN DAVID J | Director | J-Other | A | Series A Preferred Stock | 89,501 | 5.28 | 472.3K | 189,501 | D | ↗ |
| 2025-02-10 | Frankenius Equity AB | 10% Owner | J-Other | A | Series A Convertible Preferred Stock | 205,853 | 5.28 | 1.09M | 435,853 | D | ↗ |
| 2025-02-05 | Young James Emmett | Officer | P-Purchase | A | Common Stock | 6,000 | 5.65 | 33.9K | 30,000 | I | ↗ |
| 2025-01-30 | Szela Mary T | Director / Officer | P-Purchase | A | Common Stock | 5,010 | 5.28 | 26.5K | 444,259 | D | ↗ |
| 2025-01-29 | Valle William | Director | A-Award | A | Director Stock Option (right to buy) | 6,250 | 4.89 | 30.6K | 6,250 | D | ↗ |
| 2025-01-29 | Szela Mary T | Director / Officer | P-Purchase | A | Common Stock | 5,030 | 5.03 | 25.3K | 439,249 | D | ↗ |
| 2025-01-29 | Gordon Gary B. | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-01-28 | Szela Mary T | Director / Officer | P-Purchase | A | Common Stock | 4,716 | 5.12 | 24.1K | 434,219 | D | ↗ |
| 2025-01-28 | Murphy Sean | Director / Officer | P-Purchase | A | Common Stock | 15,000 | 5.17 | 77.6K | 197,732 | I | ↗ |
| 2025-01-27 | Young James Emmett | Officer | A-Award | A | Employee Stock Option (right to buy) | 75,000 | 5.30 | 397.5K | 75,000 | D | ↗ |
| 2025-01-27 | Szela Mary T | Director / Officer | A-Award | A | Employee Stock Option (right to buy) | 240,000 | 5.30 | 1.27M | 240,000 | D | ↗ |
| 2025-01-27 | Stevens Jennifer | Officer | A-Award | A | Common Stock | 10,625 | 0.00 | — | 43,408 | D | ↗ |
| 2025-01-27 | Murphy Sean | Director / Officer | A-Award | A | Common Stock | 12,500 | 0.00 | — | 63,288 | D | ↗ |
| 2025-01-27 | Marshak Richard | Officer | A-Award | A | Common Stock | 12,500 | 0.00 | — | 46,626 | D | ↗ |
| 2025-01-27 | Devlin Jodi | Officer | A-Award | A | Common Stock | 10,625 | 0.00 | — | 28,125 | D | ↗ |
| 2025-01-27 | Cox Bryan F. | Officer | A-Award | A | Employee Stock Option (right to buy) | 63,750 | 5.30 | 337.9K | 63,750 | D | ↗ |
| 2025-01-06 | Young James Emmett | Officer | — | — | Employee Stock Option (right to buy) | 12,000 | 9.50 | 114.0K | 0 | D | ↗ |
| 2025-01-02 | MATLIN DAVID J | Director | A-Award | A | Common Stock | 10,040 | 0.00 | — | 941,944 | D | ↗ |
| 2025-01-02 | Hyveled Liselotte | Director | A-Award | A | Common Stock | 10,040 | 0.00 | — | 10,040 | D | ↗ |
| 2024-12-17 | Wahlstrom Mats | Director / 10% Owner | A-Award | A | Common Stock | 25,188 | 3.97 | 100.0K | 40,915 | D | ↗ |
| 2024-12-17 | Frankenius Equity AB | 10% Owner | P-Purchase | A | Common Stock | 62,972 | 3.97 | 250.0K | 6,230,748 | D | ↗ |
| 2024-12-10 | Desai Arjun JJ | Director | S-Sale | D | Common Stock | 30,000 | 3.69 | 110.7K | 247,127 | D | ↗ |
| 2024-11-22 | Wahlstrom Mats | Director / 10% Owner | P-Purchase | A | Common Stock | 5,000 | 4.55 | 22.8K | 15,727 | D | ↗ |
| 2024-11-21 | Wahlstrom Mats | Director / 10% Owner | P-Purchase | A | Common Stock | 8,687 | 4.44 | 38.6K | 10,727 | D | ↗ |
| 2024-11-20 | Wahlstrom Mats | Director / 10% Owner | P-Purchase | A | Common Stock | 2,040 | 4.16 | 8.5K | 2,040 | D | ↗ |
| 2024-11-14 | Marshak Richard | Officer | A-Award | A | Common Stock | 6,875 | 0.00 | — | 34,126 | D | ↗ |
| 2024-10-05 | Cox Bryan F. | Officer | S-Sale | D | Common Stock | 314 | 4.44 | 1.4K | 86,382 | D | ↗ |
| 2024-09-13 | Szela Mary T | Director / Officer | P-Purchase | A | Common Stock | 6,000 | 5.00 | 30.0K | 384,677 | — | ↗ |
| 2024-09-12 | Szela Mary T | Director / Officer | P-Purchase | A | Common Stock | 7,520 | 5.20 | 39.1K | 377,382 | — | ↗ |
| 2024-09-10 | Szela Mary T | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 4.97 | 24.9K | 369,862 | — | ↗ |
| 2024-08-28 | Martin George Kelly | Director | S-Sale | D | Common Stock | 9 | 5.50 | 49.50 | 247,176 | — | ↗ |
| 2024-08-13 | Wahlstrom Mats | Director / 10% Owner | A-Award | A | Director stock option (right to buy) | 15,000 | 5.75 | 86.3K | 15,000 | — | ↗ |
| 2024-08-13 | VON ESCHENBACH ANDREW C. | Director | A-Award | A | Director stock option (right to buy) | 15,000 | 5.75 | 86.3K | 15,000 | — | ↗ |
| 2024-08-13 | Singhal Anil K. | Director | A-Award | A | Director stock option (right to buy) | 15,000 | 5.75 | 86.3K | 15,000 | — | ↗ |
| 2024-08-13 | Martin George Kelly | Director | A-Award | A | Director stock option (right to buy) | 15,000 | 5.75 | 86.3K | 15,000 | — | ↗ |
| 2024-08-13 | MATLIN DAVID J | Director | A-Award | A | Director stock option (right to buy) | 15,000 | 5.75 | 86.3K | 15,000 | — | ↗ |
| 2024-08-13 | Hyveled Liselotte | Director | A-Award | A | Director stock option (right to buy) | 15,000 | 5.75 | 86.3K | 15,000 | — | ↗ |
| 2024-08-13 | HICKS KERRY R | Director | A-Award | A | Director stock option (right to buy) | 15,000 | 5.75 | 86.3K | 15,000 | — | ↗ |
| 2024-08-13 | Desai Arjun JJ | Director | A-Award | A | Director stock option (right to buy) | 15,000 | 5.75 | 86.3K | 15,000 | — | ↗ |
| 2024-07-01 | Desai Arjun JJ | Director | A-Award | A | Common Stock | 74,000 | 0.00 | 7.40 | 277,127 | — | ↗ |
| 2024-06-03 | VON ESCHENBACH ANDREW C. | Director | G-Gift | A | Stock Option (right to buy) | 35,000 | 11.34 | 396.9K | 35,000 | — | ↗ |
| 2024-05-06 | Hyveled Liselotte | Director | A-Award | A | Stock Option (right to buy) | 35,000 | 9.62 | 336.7K | 35,000 | — | ↗ |
| 2024-02-13 | Szela Mary T | Director / Officer | A-Award | A | Common Stock | 84,899 | 0.00 | — | 364,862 | — | ↗ |
| 2024-02-12 | Stevens Jennifer | Officer | A-Award | A | Common Stock | 14,752 | 0.00 | — | 32,783 | — | ↗ |
| 2024-02-12 | Murphy Sean | Director / Officer | A-Award | A | Common Stock | 34,144 | 0.00 | — | 50,788 | — | ↗ |
| 2024-02-12 | Marshak Richard | Officer | A-Award | A | Common Stock | 14,752 | 0.00 | — | 27,251 | — | ↗ |
| 2024-02-12 | Katz Steven C | Officer | A-Award | A | Employee Stock Option (right to buy) | 105,000 | 9.50 | 997.5K | 105,000 | — | ↗ |
| 2024-02-12 | Devlin Jodi | Officer | A-Award | A | Employee Stock Option (right to buy) | 105,000 | 9.50 | 997.5K | 105,000 | — | ↗ |
| 2024-02-12 | Cox Bryan F. | Officer | A-Award | A | Employee Stock Option (right to buy) | 63,750 | 9.50 | 605.6K | 63,750 | — | ↗ |
| 2024-01-24 | Murphy Sean | Director / Officer | A-Award | A | Employee Stock Option (right to buy) | 125,000 | 9.28 | 1.16M | 125,000 | — | ↗ |
| 2024-01-24 | Marshak Richard | Officer | A-Award | A | Employee Stock Option (right to buy) | 40,000 | 9.28 | 371.2K | 40,000 | — | ↗ |
| 2023-08-30 | Devlin Jodi | Officer | A-Award | A | Employee Stock Option (right to buy) | 195,000 | 6.70 | 1.31M | 195,000 | — | ↗ |
| 2023-08-28 | Devlin Jodi | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-08-14 | Szela Mary T | Director / Officer | A-Award | A | Employee Stock Option (right to buy) | 172,500 | 11.51 | 1.99M | 172,500 | — | ↗ |
| 2023-08-11 | Stevens Jennifer | Officer | A-Award | A | Employee Stock Option (right to buy) | 40,000 | 12.00 | 480.0K | 40,000 | — | ↗ |
| 2023-08-11 | Murphy Sean | Director / Officer | A-Award | A | Employee Stock Option (right to buy) | 62,500 | 12.00 | 750.0K | 62,500 | — | ↗ |
| 2023-08-11 | Marshak Richard | Officer | A-Award | A | Employee Stock Option (right to buy) | 40,000 | 12.00 | 480.0K | 40,000 | — | ↗ |
| 2023-08-11 | Katz Steven C | Officer | A-Award | A | Employee Stock Option (right to buy) | 62,500 | 12.00 | 750.0K | 62,500 | — | ↗ |
| 2023-08-11 | Cox Bryan F. | Officer | A-Award | A | Employee Stock Option (right to buy) | 40,000 | 12.00 | 480.0K | 40,000 | — | ↗ |
| 2023-08-10 | Wahlstrom Mats | Director / 10% Owner | A-Award | A | Stock Option (right to buy) | 35,000 | 11.34 | 396.9K | 35,000 | — | ↗ |
| 2023-08-10 | VON ESCHENBACH ANDREW C. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-08-10 | Szela Mary T | Director / Officer | — | D | Common Stock | 0 | 0.00 | — | 279,963 | — | ↗ |
| 2023-08-10 | Stevens Jennifer | Officer | — | D | Common Stock | 0 | 0.00 | — | 18,031 | — | ↗ |
| 2023-08-10 | Stansky Michael P | Director | — | — | Warrant | 827,500 | 11.50 | 9.52M | 0 | D | ↗ |
| 2023-08-10 | Singhal Anil K. | Director | A-Award | A | Stock Option (right to buy) | 35,000 | 11.34 | 396.9K | 35,000 | — | ↗ |
| 2023-08-10 | Murphy Sean | Director / Officer | — | D | Employee Stock Option (right to buy) | 31,287 | 10.30 | 322.3K | 0 | — | ↗ |
| 2023-08-10 | Martin George Kelly | Director | A-Award | A | Stock Option (right to buy) | 35,000 | 11.34 | 396.9K | 35,000 | — | ↗ |
| 2023-08-10 | Marshak Richard | Officer | — | D | Common Stock | 0 | 0.00 | — | 12,499 | — | ↗ |
| 2023-08-10 | MATLIN DAVID J | Director | J-Other | A | Redeemable Warrants | 1,240,518 | 11.50 | 14.27M | 1,240,518 | — | ↗ |
| 2023-08-10 | Katz Steven C | Officer | — | D | Common Stock | 0 | 0.00 | — | 34,443 | — | ↗ |
| 2023-08-10 | HICKS KERRY R | Director | A-Award | A | Stock Option (right to buy) | 35,000 | 11.34 | 396.9K | 35,000 | — | ↗ |
| 2023-08-10 | Frankenius Equity AB | 10% Owner | — | D | Series A Convertible Preferred Stock | 230,000 | 10.00 | 2.30M | 0 | — | ↗ |
| 2023-08-10 | Desai Arjun JJ | Director | A-Award | A | Stock Option (right to buy) | 35,000 | 11.34 | 396.9K | 35,000 | — | ↗ |
| 2023-08-10 | Cox Bryan F. | Officer | — | D | Employee Stock Option (right to buy) | 8,391 | 10.30 | 86.4K | 0 | — | ↗ |
| 2023-08-10 | Alecxih James | Officer | — | D | Common Stock | 0 | 0.00 | — | 94,754 | — | ↗ |
| 2023-06-26 | MedTech Acquisition Sponsor LLC | 10% Owner | C-Conversion | D | Class B Common Stock | 6,249,999 | 0.00 | — | 1 | — | ↗ |
| 2023-06-12 | Magnetar Financial LLC | 10% Owner | J-Other | D | Class A Common Stock | 33,227 | 10.49 | 348.4K | 108,343 | — | ↗ |
| 2022-12-12 | Magnetar Financial LLC | Director | — | I | Class A Common Stock | 0 | 0.00 | — | 38,080 | — | ↗ |
| 2021-04-29 | TREADWELL DAVID L | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-04-29 | Aguero Manuel | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-03-18 | Thaure Thierry B. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-12-22 | MedTech Acquisition Sponsor LLC | 10% Owner | J-Other | D | Class B Common Stock | 75,000 | 0.00 | — | 6,250,000 | — | ↗ |
| 2020-12-22 | MATLIN DAVID J | Officer | J-Other | D | Class B Common Stock | 75,000 | 0.00 | — | 6,250,000 | — | ↗ |
| 2020-12-22 | Dewey Christopher C | Director / Officer / 10% Owner | J-Other | D | Class B Common Stock | 75,000 | 0.00 | — | 6,250,000 | — | ↗ |
| 2020-12-17 | Weiss Robert H. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-12-17 | Roche Martin William | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-12-17 | MedTech Acquisition Sponsor LLC | 10% Owner | — | D | Class B Common Stock | 6,325,000 | 0.00 | — | 0 | — | ↗ |
| 2020-12-17 | MATLIN DAVID J | Director / Officer / 10% Owner | — | I | Class B Common Stock | 6,325,000 | 0.00 | — | 0 | — | ↗ |
| 2020-12-17 | Ferre Maurice R | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-12-17 | Dewey Christopher C | Director / Officer / 10% Owner | — | I | Class B Common Stock | 6,325,000 | 0.00 | — | 0 | — | ↗ |
| 2020-12-17 | Desai Arjun JJ | Director | — | D | Redeemable Warrant | 246,667 | 0.00 | — | 0 | — | ↗ |
| 2020-12-17 | Delevic Ivan | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
-306.1K
Shares Outstanding
37.91M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Mary Szela CEO and President | 600.9K | 153.1K | 2.57M | 1.48M | — | 15.8K | 4.82M | 84.04% | ↗ |
| 2 | 2025 | David Patience Chief Financial Officer | 268.5K | 239.2K | 1.14M | 1.72M | — | 77.7K | 3.44M | 83.00% | ↗ |
| 3 | 2025 | Richard Marshak Chief Commercial Officer | 435.3K | 113.5K | 399.3K | 592.3K | — | 15.6K | 1.56M | 63.72% | ↗ |
| 4 | 2024 | Mary Szela CEO and President | 601.4K | — | 1.97M | 1.54M | — | 22.6K | 4.14M | 84.91% | ↗ |
| 5 | 2024 | Sean Murphy Manufacturing, Strategy and Business Development Officer | 529.5K | — | 324.4K | 1.22M | 232.5K | 1.7K | 2.31M | 66.98% | ↗ |
| 6 | 2024 | Jodi Devlin Chief of Clinical Operations | 501.7K | — | 166.3K | 565.8K | 125.0K | 25.0K | 1.38M | 52.90% | ↗ |
| 7 | 2024 | Richard Marshak Chief Commercial Officer | 424.8K | 111.0K | 167.7K | 646.4K | — | 15.6K | 1.37M | 59.62% | ↗ |
| 8 | 2023 | Mary Szela CEO and President | 518.1K | — | 378.8K | 1.43M | 340.8K | 21.8K | 2.69M | 67.30% | ↗ |
| 9 | 2023 | Steven Katz, M.D. Chief Medical Officer | 486.8K | — | 171.4K | 591.7K | 342.5K | 20.7K | 1.61M | 47.31% | ↗ |
| 10 | 2023 | Sean Murphy Manufacturing, Strategy and Business Development Officer | 471.5K | — | 171.4K | 593.1K | 156.2K | 1.1K | 1.39M | 54.87% | ↗ |
| 11 | 2023 | Sean Murphy Chief Financial Officer | 471.5K | — | 171.4K | 593.1K | 156.2K | 1.1K | 1.39M | 54.87% | ↗ |
| 12 | 2022 | Steven Katz, M.D. Chief Medical Officer | 468.2K | — | — | 85.7K | 227.9K | 17.4K | 799.1K | 10.73% | ↗ |
| 13 | 2022 | Mary Szela CEO and President | 463.6K | — | — | 52.8K | 123.8K | 1.7K | 641.9K | 8.23% | ↗ |
| 14 | 2022 | Sean Murphy Chief Financial Officer | 207.5K | — | — | 122.1K | — | 69.00 | 329.6K | 37.03% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Mary T. Szela | Chief Executive Officer, President & Director | 769.8K | female |
| Jodi Devlin | Chief of Clinical Strategy & Operations | 651.7K | female |
| Jennifer L. Stevens | Chief Regulatory, Quality and Therapeutics Officer | 630.0K | female |
| David Patience | Chief Financial Officer | 585.3K | male |
| Richard Marshak | Chief Commercial Officer | 564.5K | — |
| Richard Marshall | Medical Director | — | — |
| Bryan F. Cox | Chief of Research | — | — |
| Andrea Marasso | Vice President of Marketing | — | — |
ESG Rating
ESG Score History MEDICAL - DEVICES
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 TLSI
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.
