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Treace Medical Concepts, Inc. (TMCI)

USD4.42 -0.03 (-0.56%)
US NASDAQ Healthcare Medical - Devices
Address 100 Palmetto Park Place 32081
Ponte Vedra, FL, US
CEO John T. Treace
Website treace.com
IPO 2021-04-23
CIK 1630627 ISIN US89455T1097

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Description

Treace Medical Concepts, Inc., a medical technology company, designs, manufactures, and markets medical devices in the United States. The company offers Lapiplasty System, enables surgeons to correct all three dimensions of the bunion deformity, stabilize the first TMT joint, and allow return to weight-bearing in a walking boot; minimally invasive products for four bunion classes; Nanoplasty 3D Minimally Invasive Bunion Correction System delivers a reproducible 3D correction of the bunion deformity through a cosmetically appealing; and Percuplasty Percutaneous 3D Bunion Correction System that provides 3D correction of the bunion deformity through percutaneous incisions. It also provides Adductoplasty System, a system designed for the correction of metatarsus adductus deformities and osteoarthritis of the midfoot; SpeedMTP Rapid Compression Implant; SpeedPlate Implant Fixation Platform to address the fusion of larger bones of the midfoot and rearfoot; SpeedPlate Micro-Quad implant, an implant designed for stability and fit in small incision surgical approaches; and SpeedAkin Anatomic Compression Implant. In addition, the company offers The IntelliGuide patient specific instrumentation provides patient-specific, 3D-printed cut guides, and a pre-operative plan for a complete picture of the deformity and correction. Further, it provides FastGrafter Autografter Harvesting System; SpeedRelease Guided Release Instrument; TriTome Triple-Edge Release Instrument; RazorTome 7mm Precision Osteotome; LapiTome Hooked Bone Removal Osteotome; GreatRelease Rapid MTP Release Instrument; CornerChisel Release Tool; NanoRasp MIS Bone Contouring Tool; FeatherRasp Rapid Bone Contouring Instrument; and Akinator Single-cut Akin Wedge Osteotomy tool. Additionally, the company offers biologics and wedges, such as Treace Allograft Wedges; and CortiFuse Flowable Cortical Fibers. Treace Medical Concepts, Inc. was founded in 2013 and is headquartered in Ponte Vedra, Florida.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
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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
USD4.42 -0.03 (-0.56%)
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Volume Profile
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Liquidity & share structure
Average Volume
930.2K
Beta
1.41
Float Shares
47.90M
Free Float %
73.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.48% +1.57% +7.18% +2.11% -41.74% -20.82% -73.06% -92.29% -93.75% -92.40% -92.40%
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 (9 ratings, all time) Hold
Price Targets & DCF
Current price
4.42
Low 3.00 -32.0%
Consensus 3.00 -32.0%
Median 3.00 -32.0%
High 3.00 -32.0%
Ratings Trend (MoM) 20% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 3 0
Sell 0 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 5
5.00
+13.3%
All Time 12
12.29
+178.4%
Quality scores
Altman Z-Score
-0.62
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Devices: +11.2%
    +1.6% Q1'26: -10.2% (vs Q1'25)
  • EPS growth Medical - Devices: +28.5%
    -3.3% Q1'26: -12.0% (vs Q1'25)
  • FCF margin FCF growth · Medical - Devices: +30.9%
    -31.8% Q1'26: +8.8% (vs Q1'25)
  • EBIT margin Medical - Devices: +6.2%
    -25.2% Q1'26: -36.4% (vs Q1'25)
  • ROIC Medical - Devices: +3.3%
    -101.4% Q1'26: -176.6% (vs Q1'25)
  • Share dilution Medical - Devices: 0.0%
    +1.9% Q1'26: +3.1% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Devices: -0.35×
    -0.32× Q1'26: -0.21× (vs Q1'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.11) × ERP
WACC = 90% × Ke + 10% × Kd (38.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 4.42
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 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
4 Rev. Ana.
2 EPS Ana.
Dec 2027
4 Rev. Ana.
2 EPS Ana.
Dec 2028
2 Rev. Ana.
2 EPS Ana.
Revenue
94.42M
est: 93.08M (+1.4%)
141.84M
est: 137.03M (+3.5%)
187.12M
est: 198.53M (-5.7%)
209.36M
est: 207.70M (+0.8%)
212.69M
est: 212.02M (+0.3%)
206.02M
205.69M – 206.34M
-2.8% YoY
221.26M
219.65M – 222.87M
+7.4% YoY
237.55M
235.11M – 239.99M
+7.4% YoY
EBITDA
-15.81M
est: -14.83M (-6.6%)
-36.28M
est: -21.83M (-66.2%)
-39.01M
est: -41.12M (+5.1%)
-42.07M
est: -43.02M (+2.2%)
-43.18M
est: -43.92M (+1.7%)
-42.67M
-42.74M – -42.60M
+2.8% YoY
-45.83M
-46.16M – -45.50M
-7.4% YoY
-49.20M
-49.71M – -48.70M
-7.4% YoY
EBIT
-16.49M
est: -16.92M (+2.5%)
-38.42M
est: -24.91M (-54.2%)
-44.36M
est: -46.70M (+5.0%)
-50.49M
est: -48.86M (-3.3%)
-53.68M
est: -49.87M (-7.6%)
-48.46M
-48.54M – -48.38M
+2.8% YoY
-52.05M
-52.43M – -51.67M
-7.4% YoY
-55.88M
-56.45M – -55.31M
-7.4% YoY
Net Income
-20.55M
est: -18.26M (-12.6%)
-42.82M
est: -51.65M (+17.1%)
-49.53M
est: -65.44M (+24.3%)
-55.74M
est: -58.64M (+4.9%)
-59.00M
est: -59.00M (+0.0%)
-56.51M
-57.43M – -55.58M
+4.2% YoY
-54.45M
-55.06M – -50.47M
+3.6% YoY
-48.86M
-60.77M – -30.58M
+10.3% YoY
SGA
83.84M
est: 83.76M (+0.1%)
137.57M
est: 123.31M (+11.6%)
187.93M
est: 190.23M (-1.2%)
203.36M
est: 199.01M (+2.2%)
203.62M
est: 203.15M (+0.2%)
197.40M
197.09M – 197.71M
-2.8% YoY
212.01M
210.46M – 213.55M
+7.4% YoY
227.61M
225.28M – 229.95M
+7.4% YoY
EPS
-0.38
est: -0.29 (-29.3%)
-0.77
est: -0.82 (+5.7%)
-0.81
est: -1.03 (+21.4%)
-0.90
est: -0.93 (+2.9%)
-0.93
est: -0.94 (+0.9%)
-0.90
-0.91 – -0.88
+4.3% YoY
-0.83
-0.87 – -0.80
+7.1% YoY
-0.72
-0.96 – -0.48
+13.4% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-08 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-07 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-06 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-05 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-04 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-01 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-30 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-29 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-28 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-27 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-24 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-23 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-22 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-21 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-20 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-17 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-16 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-26.47M
OE per share TTM
-0.42
Owner's Yield
-20.39%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
14.2%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
21
Total invested
8.30M
Insider transactions (90d)
1
Beneficial owners (>5%)
7
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 John T. Treace 10.75M 20.20% 7.26M 3.49M 7.26M 3.49M IN 2022-02-11
2 Armistice Capital, LLC 6.20M 9.96% 6.20M IA, OO Delaware 2024-11-14
3 Steven Boyd 6.20M 9.96% 6.20M HC, IN Delaware 2024-11-14
4 (1)Names of reporting persons. BlackRock, Inc. 3.69M 6.00% 3.64M 3.69M HC Delaware 2024-01-29
5 John R. Treace 3.41M 6.40% 1.90M 1.51M 1.90M 1.51M IN 2022-02-11
6 Morgan Stanley 3.21M 5.20% 3.19M 3.21M HC, CO Delaware. 2024-11-08
7 13-4064930 3.20M 5.80% 3.06M 3.16M IA Delaware 2023-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
21
-96 vs prev Q
New positions
5
Closed positions
97
Increased
13
Reduced
1
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
1 589.6K +589.6K (+100.0%) 1.44B +1.4B (+100.0%) 0.93% +0.928 pp 1.36% +1.364 pp USD2.45 +0.0% 1 qtrs NEW
2 ARMISTICE CAPITAL, LLC 6.36M +48.0K (+0.8%) 15.59M -26.8M (-63.2%) 10.02% -0.005 pp 0.19% -0.443 pp USD8.73 -71.9% 9 qtrs
3 BLACKROCK, INC. 3.41M -271.5K (-7.4%) 8.36M -16.4M (-66.2%) 5.37% -0.474 pp 0.00% 0.000 pp USD5.87 -58.3% 6 qtrs
4 GAGNON SECURITIES LLC 3.11M +852.3K (+37.7%) 7.62M -7.5M (-49.7%) 4.90% +1.313 pp 1.55% -1.488 pp USD5.00 -51.0% 7 qtrs
5 BANK OF AMERICA CORP /DE/ 2.31M +2.2M (+2,593.9%) 5.67M +5.1M (+883.6%) 3.64% +3.507 pp 0.00% +0.000 pp USD2.70 -9.3% 19 qtrs
6 VANGUARD GROUP INC 2.27M -458.4K (-16.8%) 5.57M -12.8M (-69.6%) 3.58% -0.756 pp 0.00% 0.000 pp USD22.94 -89.3% 19 qtrs
7 GAGNON ADVISORS, LLC 1.53M +565.6K (+58.4%) 3.76M -2.7M (-42.2%) 2.42% +0.878 pp 2.39% -1.627 pp USD4.66 -47.4% 6 qtrs
8 MILLENNIUM MANAGEMENT LLC 1.50M -207.2K (-12.1%) 3.68M -7.8M (-67.9%) 2.37% -0.348 pp 0.00% -0.003 pp USD7.43 -67.0% 19 qtrs
9 CIBC PRIVATE WEALTH GROUP, LLC 1.48M -207.7K (-12.3%) 3.62M -7.7M (-68.0%) 2.33% -0.348 pp 0.01% -0.013 pp USD15.82 -84.5% 19 qtrs
10 FIRST EAGLE INVESTMENT MANAGEMENT, LLC 1.46M +224.1K (+18.1%) 3.58M -4.7M (-56.9%) 2.30% +0.337 pp 0.01% -0.009 pp USD6.40 -61.7% 4 qtrs
11 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1.15M -2.5M (-68.5%) 2.81M -21.6M (-88.5%) 1.80% -3.965 pp 0.01% -0.055 pp USD10.19 -76.0% 15 qtrs
12 GEODE CAPITAL MANAGEMENT, LLC 1.14M -2.0K (-0.2%) 2.80M -4.9M (-63.6%) 1.80% -0.018 pp 0.00% 0.000 pp USD19.89 -87.7% 19 qtrs
13 STATE STREET CORP 994.2K +2.4K (+0.2%) 2.44M -4.2M (-63.4%) 1.57% -0.009 pp 0.00% 0.000 pp USD20.72 -88.2% 19 qtrs
14 ACADIAN ASSET MANAGEMENT LLC 662.8K +390.8K (+143.7%) 1.62M -202.0K (-11.1%) 1.04% +0.612 pp 0.00% -0.001 pp USD4.28 -42.8% 7 qtrs
15 D. E. SHAW & CO., INC. 630.1K -131.2K (-17.2%) 1.54M -3.6M (-69.8%) 0.99% -0.216 pp 0.00% -0.002 pp USD8.50 -71.2% 12 qtrs
16 KOTLER KEVIN 474.4K +474.4K (+100.0%) 1.16M +1.2M (+100.0%) 0.75% +0.747 pp 0.27% +0.272 pp USD2.45 +0.0% 1 qtrs NEW
17 NORTHERN TRUST CORP 393.8K -38.5K (-8.9%) 964.7K -1.9M (-66.7%) 0.62% -0.066 pp 0.00% 0.000 pp USD19.52 -87.4% 19 qtrs
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 352.4K -62.6K (-15.1%) 863.5K -1.9M (-69.0%) 0.55% -0.104 pp 0.00% 0.000 pp USD17.85 -86.3% 19 qtrs
19 GSA CAPITAL PARTNERS LLP 347.8K +236.5K (+212.5%) 852.0K +105.0K (+14.1%) 0.55% +0.371 pp 0.07% +0.011 pp USD4.11 -40.4% 9 qtrs
20 RAYMOND JAMES FINANCIAL INC 322.9K +288.1K (+828.0%) 791.2K +557.7K (+238.8%) 0.51% +0.453 pp 0.00% +0.000 pp USD3.02 -18.9% 5 qtrs
21 UBS GROUP AG 293.9K +10.6K (+3.7%) 720.1K -1.2M (-62.1%) 0.46% +0.013 pp 0.00% 0.000 pp USD7.34 -66.6% 19 qtrs
22 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 242.4K -6.9K (-2.8%) 707.8K -788.2K (-52.7%) 0.38% -0.014 pp 0.00% -0.001 pp USD12.90 -81.0% 10 qtrs
23 DIMENSIONAL FUND ADVISORS LP 273.4K +28.9K (+11.8%) 669.9K -970.5K (-59.2%) 0.43% +0.042 pp 0.00% 0.000 pp USD8.37 -70.7% 11 qtrs
24 DEUTSCHE BANK AG\ 251.0K -680.8K (-73.1%) 615.1K -5.6M (-90.2%) 0.40% -1.084 pp 0.00% -0.002 pp USD10.45 -76.6% 19 qtrs
25 BIRCHVIEW CAPITAL, LP 226.9K +50.0K (+28.3%) 556.0K -631.3K (-53.2%) 0.36% +0.077 pp 0.33% -0.571 pp USD5.78 -57.6% 6 qtrs
26 MOORE CAPITAL MANAGEMENT, LP 222.1K +74.5K (+50.5%) 544.2K -446.3K (-45.1%) 0.35% +0.115 pp 0.01% -0.006 pp USD5.28 -53.6% 2 qtrs
27 CITADEL ADVISORS LLC 211.9K +211.9K (+100.0%) 519.2K +519.2K (+100.0%) 0.33% +0.334 pp 0.00% +0.000 pp USD2.45 +0.0% 19 qtrs
28 ARCADIA WEALTH MANAGEMENT, INC. 210.0K +— (+0.0%) 514.4K -894.5K (-63.5%) 0.33% -0.003 pp 0.30% -0.561 pp USD8.39 -70.8% 4 qtrs
29 MORGAN STANLEY 208.7K -551.6K (-72.5%) 511.4K -4.6M (-90.0%) 0.33% -0.878 pp 0.00% 0.000 pp USD12.41 -80.3% 19 qtrs
30 PARKMAN HEALTHCARE PARTNERS LLC 199.4K -648.3K (-76.5%) 488.5K -5.2M (-91.4%) 0.31% -1.031 pp 0.05% -0.547 pp USD8.00 -69.4% 4 qtrs
31 GOLDMAN SACHS GROUP INC 188.9K -25.8K (-12.0%) 462.7K -977.7K (-67.9%) 0.30% -0.043 pp 0.00% 0.000 pp USD7.54 -67.5% 16 qtrs
32 JANE STREET GROUP, LLC 177.0K +131.5K (+288.8%) 433.7K +128.2K (+42.0%) 0.28% +0.206 pp 0.00% +0.000 pp USD3.64 -32.7% 14 qtrs
33 POINT72 ASSET MANAGEMENT, L.P. 169.8K +169.8K (+100.0%) 416.0K +416.0K (+100.0%) 0.27% +0.267 pp 0.00% +0.001 pp USD2.45 +0.0% 1 qtrs NEW
34 STIFEL FINANCIAL CORP 167.7K -35.4K (-17.4%) 410.9K -952.2K (-69.9%) 0.26% -0.058 pp 0.00% -0.001 pp USD10.47 -76.6% 18 qtrs
35 JUMP FINANCIAL, LLC 154.9K +154.9K (+100.0%) 379.6K +379.6K (+100.0%) 0.24% +0.244 pp 0.00% +0.005 pp USD2.45 +0.0% 1 qtrs NEW
36 BANK OF NEW YORK MELLON CORP 121.0K -1.9K (-1.6%) 296.5K -528.5K (-64.1%) 0.19% -0.005 pp 0.00% 0.000 pp USD20.92 -88.3% 19 qtrs
37 NUVEEN, LLC 103.2K +— (+0.0%) 252.9K -439.7K (-63.5%) 0.16% -0.001 pp 0.00% 0.000 pp USD8.39 -70.8% 4 qtrs
38 FMR LLC 102.5K +20.7K (+25.3%) 251.0K -297.8K (-54.3%) 0.16% +0.032 pp 0.00% +0.000 pp USD5.58 -56.1% 19 qtrs
39 PARADIGM CAPITAL MANAGEMENT INC/NY 100.0K -150.0K (-60.0%) 245.0K -1.4M (-85.4%) 0.16% -0.239 pp 0.01% -0.062 pp USD5.88 -58.3% 3 qtrs
40 BARCLAYS PLC 87.7K +8.0K (+10.0%) 214.8K -245.1K (-53.3%) 0.14% +0.012 pp 0.00% 0.000 pp USD6.54 -62.5% 16 qtrs
41 JAIN GLOBAL LLC 75.2K +75.2K (+100.0%) 184.3K +184.3K (+100.0%) 0.12% +0.118 pp 0.00% +0.001 pp USD2.45 +0.0% 1 qtrs NEW
42 XTX TOPCO LTD 73.4K +73.4K (+100.0%) 179.9K +179.9K (+100.0%) 0.12% +0.116 pp 0.00% +0.005 pp USD2.45 +0.0% 1 qtrs NEW
43 ARISTIDES CAPITAL LLC 70.5K +70.5K (+100.0%) 172.7K +172.7K (+100.0%) 0.11% +0.111 pp 0.03% +0.031 pp USD2.45 +0.0% 1 qtrs NEW
44 ALLIANCEBERNSTEIN L.P. 64.6K +— (+0.0%) 158.1K -275.0K (-63.5%) 0.10% -0.001 pp 0.00% 0.000 pp USD18.69 -86.9% 19 qtrs
45 JPMORGAN CHASE & CO 63.5K -1.6M (-96.1%) 155.6K -10.7M (-98.6%) 0.10% -2.461 pp 0.00% -0.001 pp USD9.68 -74.7% 19 qtrs
46 SCHONFELD STRATEGIC ADVISORS LLC 62.7K -373.0 (-0.6%) 153.6K -269.5K (-63.7%) 0.10% -0.001 pp 0.00% -0.002 pp USD8.39 -70.8% 4 qtrs
47 HRT FINANCIAL LP 61.2K +61.2K (+100.0%) 149.0K +149.0K (+100.0%) 0.10% +0.096 pp 0.00% +0.001 pp USD2.45 +0.0% 1 qtrs NEW
48 QUADRATURE CAPITAL LTD 60.6K +60.6K (+100.0%) 148.6K +148.6K (+100.0%) 0.10% +0.096 pp 0.00% +0.002 pp USD2.45 +0.0% 1 qtrs NEW
49 RHUMBLINE ADVISERS 59.9K -19.6K (-24.7%) 146.8K -386.9K (-72.5%) 0.09% -0.032 pp 0.00% 0.000 pp USD14.61 -83.2% 19 qtrs
50 CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD 57.2K +57.2K (+100.0%) 140.1K +140.1K (+100.0%) 0.09% +0.090 pp 0.03% +0.034 pp USD2.45 +0.0% 4 qtrs
51 COMERICA BANK 55.0K +— (+0.0%) 134.8K -234.3K (-63.5%) 0.09% -0.001 pp 0.00% -0.001 pp USD6.00 -59.2% 10 qtrs
52 BNP PARIBAS ARBITRAGE, SNC 54.0K -170.8K (-76.0%) 132.2K -1.4M (-91.2%) 0.09% -0.272 pp 0.00% -0.001 pp USD7.50 -67.3% 5 qtrs
53 WELLS FARGO & COMPANY/MN 52.2K +20.9K (+66.7%) 127.8K -82.2K (-39.1%) 0.08% +0.033 pp 0.00% +0.000 pp USD8.96 -72.7% 19 qtrs
54 PFM HEALTH SCIENCES, LP 50.0K +50.0K (+100.0%) 122.5K +122.5K (+100.0%) 0.08% +0.079 pp 0.01% +0.012 pp USD2.45 +0.0% 1 qtrs NEW
55 SUSQUEHANNA INTERNATIONAL GROUP, LLP 47.9K +47.9K (+100.0%) 117.4K +117.4K (+100.0%) 0.08% +0.075 pp 0.00% +0.000 pp USD2.45 +0.0% 1 qtrs NEW
56 ENGINEERS GATE MANAGER LP 44.4K +44.4K (+100.0%) 108.8K +108.8K (+100.0%) 0.07% +0.070 pp 0.00% +0.001 pp USD2.45 +0.0% 1 qtrs NEW
57 WINNOW WEALTH LLC 28.3K +28.3K (+100.0%) 84.9K +84.9K (+100.0%) 0.04% +0.045 pp 0.06% +0.063 pp USD2.45 +0.0% 1 qtrs NEW
58 SIMPLEX TRADING, LLC 25.9K +25.9K (+100.0%) 63.5K +63.5K (+100.0%) 0.04% +0.041 pp 0.00% +0.000 pp USD2.45 +0.0% 1 qtrs NEW
59 PRICE T ROWE ASSOCIATES INC /MD/ 25.6K +— (+0.0%) 63.0K -109.0K (-63.4%) 0.04% 0.000 pp 0.00% +0.000 pp USD14.52 -83.1% 11 qtrs
60 INVESCO LTD. 25.0K -2.7K (-9.8%) 61.3K -124.8K (-67.1%) 0.04% -0.005 pp 0.00% +0.000 pp USD9.79 -75.0% 17 qtrs
61 HSBC HOLDINGS PLC 24.4K +24.4K (+100.0%) 59.9K +59.9K (+100.0%) 0.04% +0.039 pp 0.00% +0.000 pp USD2.45 +0.0% 4 qtrs
62 STATE OF WYOMING 22.8K +22.8K (+100.0%) 55.9K +55.9K (+100.0%) 0.04% +0.036 pp 0.01% +0.006 pp USD2.45 +0.0% 1 qtrs NEW
63 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 22.7K +307.0 (+1.4%) 55.6K -94.7K (-63.0%) 0.04% +0.000 pp 0.00% 0.000 pp USD6.46 -62.1% 7 qtrs
64 INTECH INVESTMENT MANAGEMENT LLC 22.6K +2.7K (+13.7%) 55.3K -77.9K (-58.5%) 0.04% +0.004 pp 0.00% -0.001 pp USD6.29 -61.0% 6 qtrs
65 VERITION FUND MANAGEMENT LLC 22.0K -502.0 (-2.2%) 53.8K -97.0K (-64.3%) 0.03% -0.001 pp 0.00% 0.000 pp USD8.24 -70.3% 8 qtrs
66 CHICAGO PARTNERS INVESTMENT GROUP LLC 19.4K -377.0 (-1.9%) 50.1K -85.3K (-63.0%) 0.03% -0.001 pp 0.00% -0.002 pp USD6.62 -63.0% 7 qtrs
67 QUEST PARTNERS LLC 20.3K +— (+0.0%) 49.6K -86.3K (-63.5%) 0.03% 0.000 pp 0.00% -0.006 pp USD6.68 -63.3% 5 qtrs
68 KESTRA ADVISORY SERVICES, LLC 19.6K +19.6K (+100.0%) 48.0K +48.0K (+100.0%) 0.03% +0.031 pp 0.00% +0.000 pp USD2.45 +0.0% 1 qtrs NEW
69 SG AMERICAS SECURITIES, LLC 18.8K +18.8K (+100.0%) 46.0K +46.0K (+100.0%) 0.03% +0.030 pp 0.00% +0.000 pp USD2.45 +0.0% 1 qtrs NEW
70 CAPTRUST FINANCIAL ADVISORS 18.0K +3.4K (+23.0%) 44.1K -54.1K (-55.1%) 0.03% +0.005 pp 0.00% 0.000 pp USD5.43 -54.9% 3 qtrs
71 MANUFACTURERS LIFE INSURANCE COMPANY, THE 17.2K +66.0 (+0.4%) 42.1K -72.8K (-63.3%) 0.03% 0.000 pp 0.00% 0.000 pp USD16.90 -85.5% 17 qtrs
72 AXQ CAPITAL, LP 16.9K +16.9K (+100.0%) 41.5K +41.5K (+100.0%) 0.03% +0.027 pp 0.01% +0.009 pp USD2.45 +0.0% 1 qtrs NEW
73 CERITY PARTNERS LLC 16.6K +2.4K (+17.1%) 40.7K -54.4K (-57.2%) 0.03% +0.004 pp 0.00% 0.000 pp USD5.93 -58.7% 7 qtrs
74 BALANCE WEALTH, LLC 15.2K +15.2K (+100.0%) 37.2K +37.2K (+100.0%) 0.02% +0.024 pp 0.01% +0.012 pp USD2.45 +0.0% 1 qtrs NEW
75 CITIGROUP INC 14.3K +8.4K (+143.1%) 35.0K -4.4K (-11.2%) 0.02% +0.013 pp 0.00% +0.000 pp USD4.53 -45.9% 19 qtrs
76 HIGHTOWER ADVISORS, LLC 13.6K +13.6K (+100.0%) 33.3K +33.3K (+100.0%) 0.02% +0.021 pp 0.00% +0.000 pp USD2.45 +0.0% 1 qtrs NEW
77 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 12.9K +— (+0.0%) 31.7K -55.0K (-63.5%) 0.02% 0.000 pp 0.00% 0.000 pp USD6.18 -60.4% 11 qtrs
78 PRUDENTIAL FINANCIAL INC 12.3K +12.3K (+100.0%) 30.1K +30.1K (+100.0%) 0.02% +0.019 pp 0.00% +0.000 pp USD2.45 +0.0% 1 qtrs NEW
79 LPL FINANCIAL LLC 11.5K +1.0K (+9.8%) 28.2K -42.2K (-59.9%) 0.02% +0.002 pp 0.00% +0.000 pp USD5.57 -56.0% 3 qtrs
80 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 11.2K +— (+0.0%) 27.4K -47.6K (-63.5%) 0.02% 0.000 pp 0.00% 0.000 pp USD7.44 -67.1% 5 qtrs
81 GRAHAM CAPITAL MANAGEMENT, L.P. 11.0K +11.0K (+100.0%) 27.0K +27.0K (+100.0%) 0.02% +0.017 pp 0.00% +0.001 pp USD2.45 +0.0% 3 qtrs
82 MERCER GLOBAL ADVISORS INC /ADV 10.3K -2.7K (-20.6%) 25.1K -61.6K (-71.0%) 0.02% -0.004 pp 0.00% 0.000 pp USD6.71 -63.5% 2 qtrs
83 BLAIR WILLIAM & CO/IL 10.1K +— (+0.0%) 24.7K -42.9K (-63.5%) 0.02% 0.000 pp 0.00% 0.000 pp USD6.49 -62.2% 7 qtrs
84 ROCKEFELLER CAPITAL MANAGEMENT L.P. 8.4K +— (+0.0%) 20.5K -35.6K (-63.5%) 0.01% 0.000 pp 0.00% 0.000 pp USD6.71 -63.5% 2 qtrs
85 TOWER RESEARCH CAPITAL LLC (TRC) 8.1K +6.0K (+286.5%) 19.7K +5.8K (+41.1%) 0.01% +0.009 pp 0.00% +0.000 pp USD3.38 -27.5% 19 qtrs
86 FARTHER FINANCE ADVISORS, LLC 8.0K +7.3K (+1,046.1%) 19.6K +14.9K (+318.4%) 0.01% +0.012 pp 0.00% +0.000 pp USD2.75 -10.9% 3 qtrs
87 NEW YORK STATE COMMON RETIREMENT FUND 7.2K +— (+0.0%) 17.6K -30.6K (-63.5%) 0.01% 0.000 pp 0.00% +0.000 pp USD23.57 -89.6% 19 qtrs
88 LEGAL & GENERAL GROUP PLC 5.3K +— (+0.0%) 13.0K -22.6K (-63.5%) 0.01% 0.000 pp 0.00% +0.000 pp USD22.44 -89.1% 19 qtrs
89 TRUST CO OF TOLEDO NA /OH/ 4.8K +4.8K (+100.0%) 11.8K +11.8K (+100.0%) 0.01% +0.008 pp 0.00% +0.001 pp USD2.45 +0.0% 1 qtrs NEW
90 AMERITAS INVESTMENT PARTNERS, INC. 4.5K +— (+0.0%) 11.0K -19.1K (-63.5%) 0.01% 0.000 pp 0.00% -0.001 pp USD22.23 -89.0% 19 qtrs
91 RUSSELL INVESTMENTS GROUP, LTD. 4.0K -35.3K (-89.9%) 9.7K -253.7K (-96.3%) 0.01% -0.056 pp 0.00% 0.000 pp USD5.88 -58.3% 4 qtrs
92 STATE OF ALASKA, DEPARTMENT OF REVENUE 3.3K +— (+0.0%) 8.0K -14.0K (-63.6%) 0.01% +0.000 pp 0.00% 0.000 pp USD6.71 -63.5% 2 qtrs
93 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2.9K -605.0 (-17.1%) 7.2K -16.6K (-69.7%) 0.00% -0.001 pp 0.00% +0.000 pp USD22.76 -89.2% 19 qtrs
94 ADVISOR GROUP HOLDINGS, INC. 2.4K -2.4K (-50.3%) 5.8K -28.6K (-83.2%) 0.00% -0.004 pp 0.00% +0.000 pp USD6.16 -60.2% 19 qtrs
95 AMALGAMATED BANK 1.5K -184.0 (-10.9%) 4.0K -7.0K (-63.6%) 0.00% 0.000 pp 0.00% +0.000 pp USD18.71 -86.9% 16 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 34 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.05% 715.6K 0.60%
2 Vanguard Russell 2000 Growth ETF VTWG 0.01% 156.0K 0.06%
3 Vanguard Russell 2000 ETF VTWO 0.00% 842.5K 0.06%
4 Xtrackers S&P 500 Swap UCITS ETF XS5G.L 0.00% 444.4K 0.20%
5 Xtrackers S&P 500 Swap UCITS ETF 1D XSXD.L 0.00% 444.7K 0.07%
6 Xtrackers S&P 500 Swap UCITS ETF 5C EUR Hedged XS5E.DE 0.00% 444.1K 0.20%
7 Xtrackers S&P 500 Swap UCITS ETF 1C XSPU.L 0.00% 444.7K 0.15%
8 Schwab U.S. Small-Cap ETF SCHA 0.00% 990.4K 0.03%
9 Vanguard Health Care ETF VHT 0.00% 521.4K 0.09%
10 Vanguard Extended Market ETF VXF 0.00% 1.85M 0.05%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
100.0K
Shares disposed
Cash buys
Cash sales
Net activity
+100,000
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
2026-04-17 Hair Mark Officer F-InKind D Common Stock 11,547 0.00 952,002 D
2026-04-01 Hair Mark Officer A-Award A Common Stock 100,000 0.00 963,549 D
2026-03-10 Treace John T. Director / Officer / 10% Owner F-InKind D Common Stock 5,021 0.00 7,004,550 D
2026-03-10 Scanlan Sean F. Officer F-InKind D Common Stock 1,396 0.00 704,677 D
2026-03-10 Hair Mark Officer F-InKind D Common Stock 3,695 0.00 863,549 D
2026-03-10 Elder Scot Michael Officer F-InKind D Common Stock 1,675 0.00 794,936 D
2026-03-08 Treace John T. Director / Officer / 10% Owner F-InKind D Common Stock 2,062 0.00 7,009,571 D
2026-03-08 Scanlan Sean F. Officer F-InKind D Common Stock 401 0.00 706,073 D
2026-03-08 Hair Mark Officer F-InKind D Common Stock 964 0.00 867,244 D
2026-03-08 Elder Scot Michael Officer F-InKind D Common Stock 175 0.00 796,611 D
2026-02-10 Scanlan Sean F. Officer M-Exempt A Common Stock 16,875 1.05 17.7K 706,474 D
2026-01-22 Treace John T. Director / Officer / 10% Owner F-InKind D Common Stock 14,254 0.00 6,761,633 D
2026-01-22 Scanlan Sean F. Officer A-Award A Common Stock 262,500 0.00 689,599 D
2026-01-22 Hair Mark Officer F-InKind D Common Stock 17,037 0.00 493,208 D
2026-01-22 Guglielmino Gaetano Officer A-Award A Common Stock 150,000 0.00 490,901 D
2026-01-22 Elder Scot Michael Officer F-InKind D Common Stock 9,451 0.00 534,286 D
2026-01-21 Scanlan Sean F. Officer M-Exempt A Common Stock 53,500 0.72 38.5K 427,099 D
2026-01-10 Treace John T. Director / Officer / 10% Owner F-InKind D Common Stock 13,219 0.00 6,775,887 D
2026-01-10 Hair Mark Officer F-InKind D Common Stock 8,719 0.00 510,245 D
2026-01-10 Elder Scot Michael Officer F-InKind D Common Stock 4,544 0.00 543,737 D
2025-12-01 Guglielmino Guy Officer F-InKind D Common Stock 20,090 0.00 342,910 D
2025-10-25 Elder Scot Michael Officer F-InKind D Common Stock 984 0.00 548,281 D
2025-10-24 Scanlan Sean F. Officer F-InKind D Common Stock 208 0.00 373,599 D
2025-10-02 Elder Scot Michael Officer F-InKind D Common Stock 650 0.00 549,265 D
2025-09-30 Elder Scot Michael Officer F-InKind D Common Stock 16,234 0.00 549,915 D
2025-08-09 Scanlan Sean F. Officer F-InKind D Common Stock 9,814 0.00 373,807 D
2025-08-09 Hair Mark Officer F-InKind D Common Stock 22,212 0.00 518,964 D
2025-08-09 Elder Scot Michael Officer F-InKind D Common Stock 10,515 0.00 566,149 D
2025-08-09 Berutti Aaron Officer F-InKind D Common Stock 4,907 0.00 205,092 D
2025-07-18 Scanlan Sean F. Officer M-Exempt A Common Stock 33,437 0.72 24.0K 383,621 D
2025-05-20 MOTT RICHARD W Director A-Award A Common Stock 23,917 0.00 1,096,861 D
2025-05-20 Kiernan Jane E Director A-Award A Common Stock 23,917 0.00 63,949 D
2025-05-20 Jain Deepti Director A-Award A Common Stock 23,917 0.00 70,243 D
2025-05-20 Hanna Betsy Director A-Award A Common Stock 23,917 0.00 45,243 D
2025-05-20 HAMILTON LAWRENCE W Director A-Award A Common Stock 23,917 0.00 44,056 D
2025-05-20 Berry Lance A Director A-Award A Common Stock 23,917 0.00 44,593 D
2025-05-20 BAKEWELL JOHN K Director A-Award A Common Stock 23,917 0.00 174,056 D
2025-05-08 Elder Scot Michael Officer F-InKind D Common Stock 1,894 7.54 14.3K 576,664 D
2025-03-17 Scanlan Sean F. Officer M-Exempt A Common Stock 50,000 1.05 52.5K 414,081 D
2025-03-10 Treace John T. Director / Officer / 10% Owner F-InKind D Common Stock 5,021 0.00 6,789,106 D
2025-03-10 Scanlan Sean F. Officer F-InKind D Common Stock 1,396 0.00 364,081 D
2025-03-10 Hair Mark Officer F-InKind D Common Stock 3,684 0.00 541,176 D
2025-03-10 Elder Scot Michael Officer F-InKind D Common Stock 1,675 0.00 570,783 D
2025-03-10 Berutti Aaron Officer F-InKind D Common Stock 1,815 0.00 209,999 D
2025-03-08 Treace John T. Director / Officer / 10% Owner F-InKind D Common Stock 2,063 0.00 6,794,127 D
2025-03-08 Scanlan Sean F. Officer F-InKind D Common Stock 401 0.00 365,477 D
2025-03-08 Hair Mark Officer F-InKind D Common Stock 961 0.00 544,860 D
2025-03-08 Elder Scot Michael Officer F-InKind D Common Stock 176 0.00 572,458 D
2025-03-08 Berutti Aaron Officer F-InKind D Common Stock 728 0.00 211,814 D
2025-03-04 Treace John T. Director / Officer / 10% Owner P-Purchase A Common Stock 60,000 8.73 524.1K 6,796,190 D
2025-01-22 Treace John T. Director / Officer / 10% Owner A-Award A Common Stock 225,000 0.00 6,736,190 D
2025-01-22 Scanlan Sean F. Officer A-Award A Common Stock 140,625 0.00 365,878 D
2025-01-22 Hair Mark Officer A-Award A Common Stock 187,500 0.00 546,821 D
2025-01-22 Elder Scot Michael Officer A-Award A Common Stock 127,500 0.00 572,634 D
2025-01-22 Berutti Aaron Officer A-Award A Common Stock 75,000 0.00 212,542 D
2025-01-10 Treace John T. Director / Officer / 10% Owner F-InKind D Common Stock 11,905 0.00 6,511,190 D
2025-01-10 Scanlan Sean F. Officer F-InKind D Common Stock 4,821 0.00 225,253 D
2025-01-10 Hair Mark Officer F-InKind D Common Stock 8,594 0.00 359,321 D
2025-01-10 Elder Scot Michael Officer F-InKind D Common Stock 4,544 0.00 445,134 D
2025-01-10 Berutti Aaron Officer F-InKind D Common Stock 4,821 0.00 160,970 D
2024-12-01 Guglielmino Guy Officer A-Award A Common Stock 33,000 0.00 363,000 D
2024-11-11 Elder Scot Michael Officer A-Award A Common Stock 15,550 0.00 453,654 D
2024-09-30 Elder Scot Michael Officer A-Award A Common Stock 200,000 0.00 437,915 D
2024-09-16 Treace John T. Director / Officer / 10% Owner P-Purchase A Common Stock 50,000 5.31 265.6K 6,523,095
2024-09-12 Scanlan Sean F. Officer M-Exempt A Common Stock 33,750 0.10 3.3K 250,074
2024-08-15 TREACE JAMES T Director P-Purchase A Common Stock 84,000 5.96 501.0K 1,223,441
2024-08-14 Treace John T. Director / Officer / 10% Owner P-Purchase A Common Stock 85,000 6.00 510.3K 6,473,095
2024-08-09 Scanlan Sean F. Officer A-Award A Common Stock 120,900 0.00 216,324
2024-08-09 Hair Mark Officer A-Award A Common Stock 207,260 0.00 367,915
2024-08-09 Elder Scot Michael Officer A-Award A Common Stock 129,540 0.00 237,915
2024-08-09 Berutti Aaron Officer A-Award A Common Stock 60,450 0.00 165,791
2024-06-11 Treace John T. Director / Officer / 10% Owner P-Purchase A Common Stock 45,000 5.88 264.6K 6,388,095
2024-05-31 TREACE JAMES T Director P-Purchase A Common Stock 25,000 6.05 151.3K 1,139,441
2024-05-29 TREACE JAMES T Director P-Purchase A Common Stock 25,000 5.20 130.1K 1,114,441
2024-05-28 TREACE JAMES T Director P-Purchase A Common Stock 50,000 5.07 253.5K 1,089,441
2024-05-24 MOTT RICHARD W Director P-Purchase A Common Stock 18,000 5.19 93.5K 1,072,944
2024-05-22 MOTT RICHARD W Director P-Purchase A Common Stock 12,100 4.99 60.4K 1,054,944
2024-05-21 MOTT RICHARD W Director A-Award A Stock Option (Right to Buy) 33,260 4.97 165.3K 33,260
2024-05-21 Kiernan Jane E Director A-Award A Stock Option (Right to Buy) 33,260 4.97 165.3K 33,260
2024-05-21 Jain Deepti Director A-Award A Stock Option (Right to Buy) 33,260 4.97 165.3K 33,260
2024-05-21 Hanna Betsy Director A-Award A Common Stock 15,091 0.00 21,326
2024-05-21 HAMILTON LAWRENCE W Director A-Award A Common Stock 15,091 0.00 20,139
2024-05-21 Berry Lance A Director A-Award A Common Stock 15,091 0.00 20,676
2024-05-21 BAKEWELL JOHN K Director A-Award A Common Stock 15,091 0.00 150,139
2024-05-17 Treace John T. Director / Officer / 10% Owner P-Purchase A Common Stock 100,000 5.56 556.2K 6,343,095
2024-05-14 Treace John T. Director / Officer / 10% Owner P-Purchase A Common Stock 150,000 5.12 767.8K 6,243,095
2024-05-14 Kiernan Jane E Director P-Purchase A Common Stock 19,356 5.17 100.0K 24,941
2024-05-13 Treace John T. Director / Officer / 10% Owner P-Purchase A Common Stock 150,000 4.56 683.5K 6,093,095
2024-05-13 TREACE JAMES T Director P-Purchase A Common Stock 145,000 4.54 658.0K 1,039,441
2024-05-13 MOTT RICHARD W Director P-Purchase A Common Stock 36,802 4.38 161.1K 1,027,753
2024-05-10 Treace John T. Director / Officer / 10% Owner P-Purchase A Common Stock 150,000 4.58 686.9K 5,943,095
2024-05-10 TREACE JAMES T Director P-Purchase A Common Stock 83,000 4.53 376.0K 894,441
2024-05-10 MOTT RICHARD W Director P-Purchase A Common Stock 83,198 4.57 379.8K 990,951
2024-05-10 Jain Deepti Director P-Purchase A Common Stock 25,000 4.50 112.6K 31,235
2024-05-10 BAKEWELL JOHN K Director P-Purchase A Common Stock 130,000 4.57 594.6K 135,048
2024-03-10 Treace John T. Director / Officer / 10% Owner F-InKind D Common Stock 5,021 0.00 5,793,095
2024-03-10 Scanlan Sean F. Officer F-InKind D Common Stock 1,396 0.00 95,424
2024-03-10 Hair Mark Officer F-InKind D Common Stock 4,088 0.00 160,655
2024-03-10 Elder Scot Michael Officer F-InKind D Common Stock 1,666 0.00 108,375
2024-03-10 Berutti Aaron Officer F-InKind D Common Stock 1,815 0.00 105,341
2024-03-08 Treace John T. Director / Officer / 10% Owner F-InKind D Common Stock 2,064 0.00 5,798,116
2024-03-08 Scanlan Sean F. Officer F-InKind D Common Stock 389 0.00 96,820
2024-03-08 Hair Mark Officer F-InKind D Common Stock 1,067 0.00 164,743
2024-03-08 Elder Scot Michael Officer F-InKind D Common Stock 169 0.00 110,041
2024-03-08 Berutti Aaron Officer F-InKind D Common Stock 711 0.00 107,156
2024-01-10 Treace John T. Director / Officer / 10% Owner A-Award A Common Stock 178,325 0.00 5,800,180
2024-01-10 Scanlan Sean F. Officer A-Award A Common Stock 65,025 0.00 97,209
2024-01-10 Hair Mark Officer A-Award A Common Stock 92,875 0.00 165,810
2024-01-10 Elder Scot Michael Officer A-Award A Common Stock 61,300 0.00 110,210
2024-01-10 Berutti Aaron Officer A-Award A Stock Option (Right to Buy) 73,200 13.46 985.3K 73,200
2023-11-02 Scanlan Sean F. Officer F-InKind D Common Stock 211 0.00 32,184
2023-11-02 Elder Scot Michael Officer F-InKind D Common Stock 609 0.00 48,910
2023-10-03 Elder Scot Michael Officer F-InKind D Common Stock 402 0.00 49,519
2023-06-05 BAYS F BARRY S-Sale D Common Stock 1,042,318 26.51 27.63M 0
2023-06-02 BAYS F BARRY S-Sale D Common Stock 48,503 26.51 1.29M 1,042,318
2023-05-23 MOTT RICHARD W Director A-Award A Stock Option (Right to Buy) 6,305 26.34 166.1K 6,305
2023-05-23 Kiernan Jane E Director A-Award A Common Stock 2,753 0.00 5,585
2023-05-23 Jain Deepti Director A-Award A Stock Option (Right to Buy) 6,305 26.34 166.1K 6,305
2023-05-23 Hanna Betsy Director A-Award A Common Stock 2,753 0.00 6,235
2023-05-23 HAMILTON LAWRENCE W Director A-Award A Stock Option (Right to Buy) 6,305 26.34 166.1K 6,305
2023-05-23 Berry Lance A Director A-Award A Stock Option (Right to Buy) 6,305 26.34 166.1K 6,305
2023-05-23 BAKEWELL JOHN K Director A-Award A Common Stock 2,753 0.00 5,048
2023-05-16 Scanlan Sean F. Officer M-Exempt A Common Stock 25,000 0.10 2.5K 57,395
2023-05-01 TREACE JAMES T Director S-Sale D Common Stock 7,640 25.04 191.3K 863,801
2023-04-28 TREACE JAMES T Director S-Sale D Common Stock 40,000 25.01 1.00M 871,441
2023-04-27 BAYS F BARRY Director S-Sale D Common Stock 11,600 25.35 294.0K 1,090,821
2023-04-26 BAYS F BARRY Director S-Sale D Common Stock 16,204 25.55 414.0K 1,102,421
2023-04-12 BAYS F BARRY Director S-Sale D Common Stock 36,370 26.12 950.1K 1,118,625
2023-04-11 BAYS F BARRY Director S-Sale D Common Stock 44,764 26.28 1.18M 1,160,021
2023-04-06 MOTT RICHARD W Director S-Sale D Common Stock 4,043 26.00 105.1K 905,000
2023-04-04 MOTT RICHARD W Director S-Sale D Common Stock 15,756 26.00 409.7K 909,043
2023-04-03 MOTT RICHARD W Director S-Sale D Common Stock 201 26.00 5.2K 924,799
2023-03-31 MOTT RICHARD W Director S-Sale D Common Stock 95,000 25.36 2.41M 925,000
2023-03-30 TREACE JAMES T Director S-Sale D Common Stock 50,000 25.86 1.29M 911,441
2023-03-30 MOTT RICHARD W Director S-Sale D Common Stock 38,498 26.00 1.00M 1,020,000
2023-03-29 BAYS F BARRY Director S-Sale D Common Stock 32,457 25.28 820.4K 1,204,785
2023-03-28 BAYS F BARRY Director S-Sale D Common Stock 26,241 25.02 656.6K 1,237,242
2023-03-23 HAMILTON LAWRENCE W Director A-Award A Common Stock 2,753 0.00 5,048
2023-03-15 TIMBIE THOMAS E Director S-Sale D Common Stock 50,000 23.03 1.15M 1,149,069
2023-03-15 Owens Daniel E. M-Exempt A Common Stock 6,250 7.03 43.9K 37,164
2023-03-14 BAYS F BARRY Director S-Sale D Common Stock 9,400 23.25 218.5K 1,263,483
2023-03-13 BAYS F BARRY Director S-Sale D Common Stock 8,320 24.07 200.3K 1,273,963
2023-03-10 Treace John T. Director / Officer / 10% Owner A-Award A Stock Option (Right to Buy) 186,900 24.07 4.50M 186,900
2023-03-10 Scanlan Sean F. Officer A-Award A Common Stock 22,925 0.00 32,395
2023-03-10 Owens Daniel E. A-Award A Common Stock 20,625 0.00 30,914
2023-03-10 Hair Mark Officer A-Award A Common Stock 45,825 0.00 72,935
2023-03-10 Elder Scot Michael Officer A-Award A Stock Option (Right to Buy) 62,300 24.07 1.50M 62,300
2023-03-10 Berutti Aaron Officer A-Award A Common Stock 29,800 0.00 42,842
2023-03-09 Treace John T. Director / Officer / 10% Owner S-Sale D Common Stock 2,075 24.41 50.7K 5,539,380
2023-03-09 Scanlan Sean F. Officer S-Sale D Common Stock 505 24.41 12.3K 9,470
2023-03-09 Owens Daniel E. S-Sale D Common Stock 411 24.41 10.0K 10,289
2023-03-09 MOTT RICHARD W Director S-Sale D Common Stock 1,502 26.00 39.1K 1,058,498
2023-03-09 Hair Mark Officer S-Sale D Common Stock 1,040 24.41 25.4K 27,110
2023-03-09 Elder Scot Michael Officer S-Sale D Common Stock 177 24.41 4.3K 22,421
2023-03-09 Berutti Aaron Officer S-Sale D Common Stock 733 24.41 17.9K 13,042
2023-03-08 MOTT RICHARD W Director S-Sale D Common Stock 20,000 24.00 480.0K 1,060,000
2023-03-01 TREACE JAMES T Director S-Sale D Common Stock 12,684 21.36 270.9K 961,441
2023-03-01 MOTT RICHARD W Director S-Sale D Common Stock 50,000 21.35 1.07M 1,105,000
2023-02-28 TREACE JAMES T Director S-Sale D Common Stock 37,316 21.54 803.8K 974,125
2023-02-22 BAYS F BARRY Director S-Sale D Common Stock 9,400 21.97 206.5K 1,282,283
2023-02-21 BAYS F BARRY Director S-Sale D Common Stock 9,400 21.74 204.4K 1,291,683
2023-02-16 TIMBIE THOMAS E Director G-Gift D Common Stock 8,300 0.00 361,700
2023-02-15 TIMBIE THOMAS E Director S-Sale D Common Stock 50,000 21.71 1.09M 1,199,069
2023-02-15 Scanlan Sean F. Officer M-Exempt A Common Stock 25,000 0.10 2.5K 34,975
2023-02-08 BAYS F BARRY Director S-Sale D Common Stock 27,731 21.71 601.9K 1,301,083
2023-02-07 BAYS F BARRY Director S-Sale D Common Stock 8,800 23.00 202.4K 1,328,814
2023-02-02 MOTT RICHARD W Director S-Sale D Common Stock 4,011 24.00 96.3K 1,155,000
2023-01-31 TREACE JAMES T Director S-Sale D Common Stock 11,929 23.19 276.6K 1,011,441
2023-01-30 TREACE JAMES T Director S-Sale D Common Stock 28,214 23.00 648.8K 1,033,227
2023-01-30 MOTT RICHARD W Director S-Sale D Common Stock 61,528 22.92 1.41M 1,188,472
2023-01-25 BAYS F BARRY Director S-Sale D Common Stock 20,467 25.28 517.4K 1,344,869
2023-01-24 BAYS F BARRY Director S-Sale D Common Stock 25,921 26.03 674.7K 1,365,336
2023-01-18 TIMBIE THOMAS E Director S-Sale D Common Stock 50,000 25.88 1.29M 1,249,069
2023-01-17 MOTT RICHARD W Director S-Sale D Common Stock 11,014 26.00 286.4K 1,250,000
2023-01-13 MOTT RICHARD W Director S-Sale D Common Stock 6,519 26.00 169.5K 1,261,014
2023-01-12 Scanlan Sean F. Officer M-Exempt A Common Stock 25,000 0.10 2.5K 34,975
2023-01-12 MOTT RICHARD W Director S-Sale D Common Stock 42,467 26.00 1.10M 1,267,533
2023-01-12 BAYS F BARRY Director S-Sale D Common Stock 23,695 25.13 595.5K 1,413,098
2023-01-11 BAYS F BARRY Director S-Sale D Common Stock 9,719 24.32 236.4K 1,436,793
2023-01-09 MOTT RICHARD W Director S-Sale D Common Stock 10,444 24.00 250.7K 1,310,000
2023-01-05 MOTT RICHARD W Director S-Sale D Common Stock 9,556 24.00 229.4K 1,320,444
2022-12-31 TIMBIE THOMAS E Director I Common Stock 0 0.00 1,299,069
2022-12-30 MOTT RICHARD W Director S-Sale D Common Stock 75,000 22.67 1.70M 1,330,000
2022-12-20 BAYS F BARRY Director S-Sale D Common Stock 9,414 23.24 218.8K 1,481,333
2022-12-19 BAYS F BARRY Director S-Sale D Common Stock 9,067 22.86 207.3K 1,490,747
2022-12-14 TIMBIE THOMAS E Director S-Sale D Common Stock 50,000 24.00 1.20M 1,299,069
2022-12-12 TREACE JAMES T Director S-Sale D Common Stock 25,000 24.18 604.6K 1,061,441
2022-12-08 BAYS F BARRY Director S-Sale D Common Stock 9,739 23.99 233.6K 1,499,814
2022-12-07 BAYS F BARRY Director S-Sale D Common Stock 9,061 23.97 217.2K 1,509,553
2022-12-02 Owens Daniel E. Officer M-Exempt D Stock Option Right to Buy 3,750 0.00 182,625
2022-12-01 MOTT RICHARD W Director S-Sale D Common Stock 20,000 24.00 480.0K 1,405,000
2022-11-30 MOTT RICHARD W Director S-Sale D Common Stock 75,000 21.90 1.64M 1,425,000
2022-11-29 BAYS F BARRY Director S-Sale D Common Stock 9,400 22.18 208.5K 1,518,614
2022-11-28 BAYS F BARRY Director S-Sale D Common Stock 9,400 22.09 207.7K 1,528,014
2022-11-22 TIMBIE THOMAS E Director S-Sale D Common Stock 10,070 22.11 222.6K 1,349,069
2022-11-21 Treace John T. Officer P-Purchase A Common Stock 15,000 21.83 327.4K 5,541,455
2022-11-21 TIMBIE THOMAS E Director S-Sale D Common Stock 224 22.08 4.9K 1,359,139
2022-11-21 Berutti Aaron Officer P-Purchase A Common Stock 1,825 21.86 39.9K 13,775
2022-11-18 TIMBIE THOMAS E Director S-Sale D Common Stock 2,101 23.46 49.3K 1,359,363
2022-11-17 Treace John T. Officer P-Purchase A Common Stock 10,000 21.67 216.7K 5,526,455

Executive team

Top executives
EBIT / Employee
-124.3K
Shares Outstanding
64.78M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 John T. Treace Chief Executive Officer, Founder and Board Chair 755.4K 4.64M 14.8K 5.41M 85.75%
2 2025 Mark L. Hair Chief Financial Officer 510.0K 4.63M 14.8K 5.16M 89.82%
3 2025 Sean F. Scanlan Chief Innovation Officer 446.4K 1.85M 14.8K 2.31M 80.04%
4 2025 Scot M. Elder Chief Legal & Compliance Officer, Corporate Secretary 432.1K 1.68M 14.8K 2.12M 78.96%
5 2025 Gaetano M. Guglielmino Chief Commercial Officer 440.0K 28.5K 468.5K 0.00%
6 2024 John T. Treace Chief Executive Officer, Founder and Board Chair 723.4K 5.77M 89.9K 15.1K 6.60M 87.44%
7 2024 John T. Treace Chief Executive Officer, Director and Founder 723.4K 5.77M 89.9K 15.1K 6.60M 87.44%
8 2024 Scot M. Elder Chief Legal & Compliance Officer, Corporate Secretary 409.3K 3.57M 413.1K 150.6K 5.7K 4.55M 87.57%
9 2024 Mark L. Hair Chief Financial Officer 490.1K 3.33M 625.8K 30.6K 11.3K 4.49M 88.14%
10 2024 Gaetano M. Guglielmino Chief Commercial Officer 37.3K 100.0K 3.09M 70.00 3.23M 95.75%
11 2024 Sean F. Scanlan Chief Innovation Officer 419.3K 2.19M 438.0K 26.2K 12.3K 3.09M 85.16%
12 2023 John T. Treace Chief Executive Officer, Founder and Board Chair 684.4K 5.35M 1.98M 393.0K 16.7K 8.42M 87.01%
13 2023 John T. Treace Chief Executive Officer, Director and Founder 684.4K 5.35M 1.98M 393.0K 16.7K 8.42M 87.01%
14 2023 Mark L. Hair Chief Financial Officer 458.0K 2.99M 1.10M 130.5K 11.2K 4.69M 87.20%
15 2023 Aaron J. Berutti Senior Vice President, Sales 365.2K 2.06M 714.2K 104.0K 15.0K 3.26M 85.16%
16 2023 Scot M. Elder Chief Legal & Compliance Officer, Corporate Secretary 376.8K 2.01M 659.2K 106.8K 5.3K 3.16M 84.51%
17 2023 Sean F. Scanlan Chief Innovation Officer 380.6K 1.90M 549.7K 109.5K 11.6K 2.95M 82.99%
18 2022 John T. Treace Chief Executive Officer, Director and Founder 568.2K 648.7K 1.93M 457.0K 11.5K 3.62M 71.34%
19 2022 Mark L. Hair Chief Financial Officer 404.1K 228.8K 680.5K 213.5K 11.0K 1.54M 59.13%
20 2022 Aaron J. Berutti Senior Vice President, Sales 333.6K 228.8K 680.5K 173.0K 12.8K 1.43M 63.65%
21 2022 Sean F. Scanlan Chief Innovation Officer 321.4K 203.4K 607.8K 195.0K 10.6K 1.34M 60.62%
22 2022 Scot M. Elder Chief Legal & Compliance Officer, Corporate Secretary 309.5K 200.7K 616.7K 190.0K 5.0K 1.32M 61.84%
23 2021 Aaron J. Berutti Senior Vice President, Sales 116.5K 10.0K 1.61M 55.0K 142.1K 1.93M 83.24%
24 2021 Mark L. Hair Chief Financial Officer 314.4K 150.0K 615.3K 154.0K 69.8K 1.30M 47.20%
25 2021 John T. Treace Chief Executive Officer, Director and Founder 410.1K 267.9K 10.1K 688.1K 0.00%
26 2020 Mark L. Hair Chief Financial Officer 75.0K 10.0K 1.31M 19.4K 1.41M 92.62%
27 2020 John T. Treace Chief Executive Officer, Director and Founder 316.2K 76.2K 392.4K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-06 DEFA14A
2026-04-06 DEF 14A
2025-04-07 DEFA14A
2025-04-07 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-08 S-8
2026-05-08 8-K
2026-05-08 10-Q
2026-04-20 4
2026-04-09 8-K
2026-04-06 DEFA14A
2026-04-06 DEF 14A
2026-04-06 ARS
2026-04-03 4
2026-03-11 4

Executive team

NameTitleCompensationGender
John T. Treace Founder, Chairman & Chief Executive Officer 770.2K male
Mark L. Hair Chief Financial Officer 524.8K male
Brad Barr Senior Vice President of Sales 484.2K male
Gaetano Guglielmino Chief Commercial Officer 468.5K male
Sean F. Scanlan Chief Innovation & Marketing Officer 461.2K
Scot Elder Chief Legal & Compliance Officer and Corporate Secretary 446.9K male
Terry W. Lubben Chief Operations & Supply Chain Officer male
Daniel E. Owens Chief Human Resources Officer male
Rachel Osbeck Chief Regulatory & Continuous Improvement Officer female
Shana Zink Senior Vice President of Clinical Affairs & Reimbursement female
Taylor Erickson Chief Information & Cybersecurity Officer male
ESG Rating
B
MEDICAL - DEVICES
2026
E (Environmental)
79.8 / 62.5
Company / Sector avg.
S (Social)
67.9 / 68.9
Company / Sector avg.
G (Governance)
63.1 / 64.8
Company / Sector avg.
ESG Total
70.2 / 65.4
Company / Sector avg.
ESG Score History MEDICAL - DEVICES
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