Subscribe

TSS, Inc. (TSSI)

USD10.80 -0.03 (-0.28%)
US NASDAQ Technology Information Technology Services
Address 110 East Old Settlers Road 78664
Round Rock, TX, US
CEO Darryll E. Dewan
IPO 2005-09-29
CIK 1320760 ISIN US87288V1017

Explore sections of this company profile

Description

TSS, Inc., headquartered in Round Rock, Texas, and founded in 2004 (originally as Fortress International Group, Inc. until its name change in June 2013), delivers comprehensive lifecycle services for crucial end-user and enterprise systems across the United States. Organized into Facilities and Systems Integration divisions, the company provides a unified resource for essential technologies in environments such as data centers, operational hubs, network facilities, server rooms, security operations centers, communication infrastructures, and broader infrastructure systems. Their extensive offerings include technology consulting, engineering and design, project oversight, system integration and installation, facility management, and IT procurement and resale services. TSS serves a diverse client base, including IT original equipment manufacturers, technology and service providers, private sector enterprises, and both governmental and commercial end-users.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
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
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD10.80 -0.03 (-0.28%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
2M
Beta
2.05
Float Shares
21.10M
Free Float %
73.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-4.67% -2.10% -21.63% +42.87% -23.74% +64.50% +28.22% +3,777.96% +1,905.52% +5,715.00% +93.83%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

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 (1 ratings, all time) Buy
Price Targets & DCF
Current price
10.80
Low 15.00 +38.9%
Consensus 15.00 +38.9%
Median 15.00 +38.9%
High 15.00 +38.9%
DCF (Unlevered) 12.71 +17.6%
DCF (Levered) 0.38 -96.5%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 1 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
+38.9%
All Time 1
15.00
+38.9%
Quality scores
Altman Z-Score
4.25
Safe zone
Piotroski F-Score
4 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
2 / 5
Medium
ROE Score
5 / 5
High
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
4 / 5
High
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Information Technology Services: +10.1%
    +65.9% Q1'26: -44.1% (vs Q1'25)
  • EPS growth Information Technology Services: +16.7%
    +154.2% Q1'26: -23.3% (vs Q1'25)
  • FCF margin FCF growth · Information Technology Services: +32.8%
    +9.3% Q1'26: -27.9% (vs Q1'25)
  • EBIT margin Information Technology Services: +9.0%
    +4.3% Q1'26: +5.4% (vs Q1'25)
  • ROIC Information Technology Services: +9.5%
    +32.5% Q1'26: +19.2% (vs Q1'25)
  • Share dilution Information Technology Services: +0.0%
    +0.0% Q1'26: +0.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Information Technology Services: -0.83×
    3.55× Q1'26: 2.38× (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 (2.04) × ERP
WACC = 90% × Ke + 10% × Kd (10.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 12.65 Current price: 10.80
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 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
2 Rev. Ana.
1 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Dec 2030
1 Rev. Ana.
1 EPS Ana.
Dec 2031
1 Rev. Ana.
1 EPS Ana.
Revenue
245.72M
est: 226.21M (+8.6%)
199.31M
197.90M – 200.72M
-11.9% YoY
203.72M
202.53M – 204.90M
+2.2% YoY
226.21M
224.61M – 227.81M
+11.0% YoY
179.55M
178.28M – 180.82M
-20.6% YoY
188.13M
186.80M – 189.46M
+4.8% YoY
188.13M
186.80M – 189.46M
+0.0% YoY
EBITDA
11.73M
est: 7.01M (+67.3%)
6.18M
6.13M – 6.22M
-11.9% YoY
6.32M
6.28M – 6.35M
+2.2% YoY
7.01M
6.96M – 7.06M
+11.0% YoY
5.57M
5.53M – 5.61M
-20.6% YoY
5.83M
5.79M – 5.87M
+4.8% YoY
5.83M
5.79M – 5.87M
+0.0% YoY
EBIT
10.64M
est: 6.15M (+73.0%)
5.42M
5.38M – 5.46M
-11.9% YoY
5.54M
5.51M – 5.57M
+2.2% YoY
6.15M
6.11M – 6.19M
+11.0% YoY
4.88M
4.85M – 4.92M
-20.6% YoY
5.11M
5.08M – 5.15M
+4.8% YoY
5.11M
5.08M – 5.15M
+0.0% YoY
Net Income
15.13M
est: 2.96M (+410.3%)
6.09M
6.04M – 6.15M
+105.6% YoY
7.41M
7.34M – 7.48M
+21.6% YoY
2.96M
2.94M – 2.99M
-60.0% YoY
4.57M
4.53M – 4.61M
+54.2% YoY
8.65M
8.57M – 8.72M
+89.2% YoY
8.65M
8.57M – 8.72M
+0.0% YoY
SGA
20.65M
est: 37.60M (-45.1%)
33.13M
32.90M – 33.37M
-11.9% YoY
33.87M
33.67M – 34.06M
+2.2% YoY
37.60M
37.34M – 37.87M
+11.0% YoY
29.85M
29.64M – 30.06M
-20.6% YoY
31.27M
31.05M – 31.50M
+4.8% YoY
31.27M
31.05M – 31.50M
+0.0% YoY
EPS
0.65
est: 0.12 (+441.7%)
0.25
0.24 – 0.25
+105.6% YoY
0.30
0.30 – 0.30
+21.6% YoY
0.12
0.12 – 0.12
-60.0% YoY
0.19
0.18 – 0.19
+54.2% YoY
0.35
0.35 – 0.35
+89.2% YoY
0.35
0.35 – 0.35
+0.0% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-08 Needham Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 A- 4/5 2/5 5/5 4/5 2/5 4/5 4/5
2026-05-06 A- 4/5 2/5 5/5 4/5 2/5 4/5 4/5
2026-05-05 A- 4/5 2/5 4/5 4/5 2/5 4/5 4/5
2026-05-04 A- 4/5 2/5 4/5 4/5 2/5 4/5 4/5
2026-05-01 B+ 3/5 2/5 4/5 4/5 1/5 4/5 4/5
2026-04-30 B+ 3/5 2/5 4/5 4/5 1/5 4/5 4/5
2026-04-29 B+ 3/5 2/5 4/5 4/5 1/5 4/5 4/5
2026-04-28 B+ 3/5 2/5 4/5 4/5 1/5 4/5 4/5
2026-04-27 B+ 3/5 2/5 4/5 4/5 1/5 4/5 4/5
2026-04-24 B+ 3/5 2/5 4/5 4/5 1/5 4/5 4/5
2026-04-23 B+ 3/5 2/5 4/5 4/5 1/5 4/5 3/5
2026-04-22 B+ 3/5 2/5 4/5 4/5 1/5 4/5 3/5
2026-04-21 B+ 3/5 2/5 4/5 4/5 1/5 4/5 3/5
2026-04-20 B+ 3/5 2/5 4/5 4/5 1/5 4/5 3/5
2026-04-17 B+ 3/5 2/5 4/5 4/5 1/5 4/5 3/5
2026-04-16 B+ 3/5 2/5 4/5 4/5 1/5 4/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
19.78M
OE per share TTM
0.80
Owner's Yield
5.34%
Maintenance CapEx ratio
11.78%
Maint CapEx / Avg PPE
18.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
14
Total invested
2.40M
Insider transactions (90d)
2
Beneficial owners (>5%)
27
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Glen Ikeda 1.61M 9.86% 1.61M IN Citizenship or Place of Organization 2019-01-08
2 Barry M. Kitt 1.46M 13.40% 1.46M 1.46M IN United States of America 2007-07-18
3 Lalit Aggarwal 1.05M 5.50% 65.2K 986.8K 65.2K 986.8K IN Canada 2021-02-23
4 SEP IRA FBO Norman H. Pessin 929.3K 7.30% 929.3K 929.3K 10.00 IN OR PLACE OF ORGANIZATION 2010-04-05
5 75-2512784 924.7K 7.40% 924.7K 924.7K PN Texas 2009-02-06
6 M. Kitt 924.7K 7.40% 924.7K 924.7K IN States of America 2009-02-06
7 Enterprise, Ltd 651.2K 5.10% 651.2K 651.2K CO Islands 2008-07-01
8 Southwell Holdings, LLC 627.5K 5.50% OO : 2007-07-20
9 Southwell Management, L.P. 627.5K 5.50% PN : 2007-07-20
10 Southwell Partners, L.P. 627.5K 5.50% PN : 2007-07-20
11 Wilson S. Jaeggli 627.5K 5.50% IN : 2007-07-20
12 Capital Advisors, LLC 575.0K 5.00% 575.0K 10.00 PN OR PLACE OF ORGANIZATION: 2007-01-29
13 04-2683227 458.8K 3.62% 256.8K IA Massachusetts 2009-06-10
14 & Co., L.L.C. 0.00% OO Delaware 2009-02-17
15 A. Cohen 0.00% IN States 2009-02-17
16 Advisors, LLC 0.00% IA Delaware 2009-02-17
17 B. Stark 0.00% IN States 2009-02-17
18 Enterprise Master Fund Ltd 0.00% CO Islands 2009-02-17
19 LLC 0.00% OO Delaware 2009-02-17
20 M. Solomon 0.00% IN States 2009-02-17
21 Richard Lodewick, Jr. 0.00% IN United States of America 2008-02-14
22 SAK Corporation, 04-3334541 0.00% HC NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON: 2008-02-12
23 Searock Capital Management, LLC 0.00% OO Delaware 2008-02-14
24 Seth A. Klarman 0.00% HC NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON: 2008-02-12
25 Seth Turkeltaub 0.00% IN United States of America 2008-02-14
26 The Baupost Group, L.L.C., 04-3402144 0.00% IA NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON: 2008-02-12
27 W. Strauss 0.00% IN States 2009-02-17

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
14
-85 vs prev Q
New positions
4
Closed positions
80
Increased
8
Reduced
3
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 1.53M +174.5K (+12.9%) 10.78M -13.7M (-55.9%) 6.52% +0.746 pp 0.00% 0.000 pp USD22.83 -69.0% 5 qtrs
2 VANGUARD GROUP INC 1.29M +45.5K (+3.7%) 9.10M -13.4M (-59.5%) 5.50% +0.195 pp 0.00% 0.000 pp USD14.16 -50.1% 5 qtrs
3 MILLENNIUM MANAGEMENT LLC 865.4K +489.5K (+130.2%) 6.12M -688.7K (-10.1%) 3.70% +2.092 pp 0.00% 0.000 pp USD13.10 -46.0% 4 qtrs
4 GEODE CAPITAL MANAGEMENT, LLC 539.4K +41.5K (+8.3%) 3.81M -5.2M (-57.7%) 2.31% +0.178 pp 0.00% 0.000 pp USD20.30 -65.2% 5 qtrs
5 VALUE ALIGNED RESEARCH ADVISORS, LLC 460.5K +29.2K (+6.8%) 3.26M -4.6M (-58.3%) 1.97% +0.125 pp 0.03% -0.063 pp USD15.78 -55.2% 5 qtrs
6 CITADEL ADVISORS LLC 372.5K -101.7K (-21.4%) 2.63M -6.0M (-69.3%) 1.59% -0.435 pp 0.00% -0.001 pp USD24.04 -70.6% 5 qtrs
7 STATE STREET CORP 364.9K -702.0 (-0.2%) 2.58M -4.0M (-61.0%) 1.56% -0.003 pp 0.00% 0.000 pp USD22.62 -68.7% 4 qtrs
8 UBS GROUP AG 316.5K +206.6K (+188.1%) 2.24M +247.9K (+12.5%) 1.35% +0.883 pp 0.00% +0.000 pp USD11.01 -35.8% 5 qtrs
9 AROSA CAPITAL MANAGEMENT LP 200.0K +200.0K (+100.0%) 1.41M +1.4M (+100.0%) 0.85% +0.855 pp 0.18% +0.178 pp USD7.07 +0.0% 1 qtrs NEW
10 LPL FINANCIAL LLC 187.8K +73.6K (+64.4%) 1.33M -740.6K (-35.8%) 0.80% +0.315 pp 0.00% 0.000 pp USD14.35 -50.7% 3 qtrs
11 MORGAN STANLEY 165.8K +54.0K (+48.2%) 1.17M -853.4K (-42.1%) 0.71% +0.231 pp 0.00% 0.000 pp USD10.65 -33.6% 5 qtrs
12 NORTHERN TRUST CORP 161.1K +9.7K (+6.4%) 1.14M -1.6M (-58.5%) 0.69% +0.042 pp 0.00% 0.000 pp USD23.34 -69.7% 5 qtrs
13 RENAISSANCE TECHNOLOGIES LLC 147.2K -267.9K (-64.5%) 1.04M -6.5M (-86.2%) 0.63% -1.145 pp 0.00% -0.008 pp USD17.34 -59.2% 5 qtrs
14 ROCKEFELLER CAPITAL MANAGEMENT L.P. 102.7K +100.0 (+0.1%) 725.9K -1.1M (-60.9%) 0.44% +0.000 pp 0.00% -0.002 pp USD9.50 -25.6% 5 qtrs
15 LOS ANGELES CAPITAL MANAGEMENT LLC 39.1K +39.1K (+100.0%) 704.6K +704.6K (+100.0%) 0.17% +0.167 pp 0.00% +0.002 pp USD7.07 +0.0% 1 qtrs NEW
16 DUPREE FINANCIAL GROUP, LLC 96.8K +96.8K (+100.0%) 684.3K +684.3K (+100.0%) 0.41% +0.414 pp 0.25% +0.249 pp USD7.07 +0.0% 1 qtrs NEW
17 TWO SIGMA INVESTMENTS, LP 92.9K -47.2K (-33.7%) 657.1K -1.9M (-74.1%) 0.40% -0.202 pp 0.00% -0.003 pp USD28.83 -75.5% 3 qtrs
18 POINT72 ASSET MANAGEMENT, L.P. 83.2K +83.2K (+100.0%) 588.2K +588.2K (+100.0%) 0.36% +0.356 pp 0.00% +0.001 pp USD7.07 +0.0% 1 qtrs NEW
19 JANE STREET GROUP, LLC 81.5K -109.3K (-57.3%) 576.2K -2.9M (-83.3%) 0.35% -0.467 pp 0.00% 0.000 pp USD19.87 -64.4% 4 qtrs
20 D. E. SHAW & CO., INC. 74.2K +44.4K (+148.9%) 524.8K -15.2K (-2.8%) 0.32% +0.190 pp 0.00% +0.000 pp USD11.28 -37.3% 4 qtrs
21 QUANTBOT TECHNOLOGIES LP 66.5K +66.5K (+100.0%) 469.9K +469.9K (+100.0%) 0.28% +0.284 pp 0.02% +0.016 pp USD7.07 +0.0% 1 qtrs NEW
22 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 64.1K +6.0K (+10.4%) 453.1K -598.5K (-56.9%) 0.27% +0.026 pp 0.00% 0.000 pp USD25.78 -72.6% 3 qtrs
23 XTX TOPCO LTD 61.1K +61.1K (+100.0%) 432.0K +432.0K (+100.0%) 0.26% +0.261 pp 0.01% +0.011 pp USD7.07 +0.0% 4 qtrs
24 BANK OF NEW YORK MELLON CORP 59.0K +18.1K (+44.1%) 417.2K -324.2K (-43.7%) 0.25% +0.077 pp 0.00% 0.000 pp USD21.67 -67.4% 3 qtrs
25 GOLDMAN SACHS GROUP INC 58.9K -84.2K (-58.8%) 416.6K -2.2M (-83.9%) 0.25% -0.360 pp 0.00% 0.000 pp USD17.83 -60.3% 5 qtrs
26 K2 PRINCIPAL FUND, L.P. 50.0K +50.0K (+100.0%) 353.5K +353.5K (+100.0%) 0.21% +0.214 pp 0.03% +0.029 pp USD7.07 +0.0% 1 qtrs NEW
27 VERITION FUND MANAGEMENT LLC 48.4K -5.6K (-10.4%) 342.3K -635.9K (-65.0%) 0.21% -0.024 pp 0.00% -0.003 pp USD28.83 -75.5% 3 qtrs
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 45.7K -326.1K (-87.7%) 323.1K -6.4M (-95.2%) 0.20% -1.394 pp 0.00% -0.001 pp USD15.32 -53.9% 5 qtrs
29 KESTRA ADVISORY SERVICES, LLC 45.1K +27.3K (+153.4%) 318.9K -3.5K (-1.1%) 0.19% +0.117 pp 0.00% 0.000 pp USD11.43 -38.1% 2 qtrs
30 WELLS FARGO & COMPANY/MN 44.8K +22.9K (+104.3%) 316.8K -80.4K (-20.2%) 0.19% +0.098 pp 0.00% +0.000 pp USD13.09 -46.0% 5 qtrs
31 NUVEEN, LLC 40.9K -192.4K (-82.5%) 289.1K -3.9M (-93.2%) 0.17% -0.823 pp 0.00% -0.001 pp USD19.99 -64.6% 3 qtrs
32 RUSSELL INVESTMENTS GROUP, LTD. 39.5K +19.0 (+0.0%) 279.3K -435.8K (-60.9%) 0.17% +0.000 pp 0.00% -0.001 pp USD18.10 -60.9% 2 qtrs
33 CITIZENS FINANCIAL GROUP INC/RI 39.5K +3.0K (+8.3%) 279.3K -381.1K (-57.7%) 0.17% +0.013 pp 0.00% -0.005 pp USD25.40 -72.2% 3 qtrs
34 CREATIVE FINANCIAL DESIGNS INC /ADV 35.9K +600.0 (+1.7%) 253.5K -384.9K (-60.3%) 0.15% +0.003 pp 0.02% -0.027 pp USD12.08 -41.5% 5 qtrs
35 IMC-CHICAGO, LLC 33.3K +33.3K (+100.0%) 235.4K +235.4K (+100.0%) 0.14% +0.142 pp 0.00% +0.000 pp USD7.07 +0.0% 1 qtrs NEW
36 HIGHTOWER ADVISORS, LLC 32.9K -19.3K (-36.9%) 232.9K -713.2K (-75.4%) 0.14% -0.083 pp 0.00% -0.001 pp USD17.71 -60.1% 5 qtrs
37 BARCLAYS PLC 32.9K +6.6K (+25.2%) 232.7K -243.5K (-51.1%) 0.14% +0.028 pp 0.00% 0.000 pp USD24.45 -71.1% 3 qtrs
38 PALISADES INVESTMENT PARTNERS, LLC 31.2K +3.3K (+11.7%) 220.5K -285.2K (-56.4%) 0.13% +0.014 pp 0.08% -0.115 pp USD16.95 -58.3% 5 qtrs
39 NEWEDGE ADVISORS, LLC 30.4K +18.7K (+160.8%) 214.9K +3.8K (+1.8%) 0.13% +0.080 pp 0.00% 0.000 pp USD11.30 -37.4% 5 qtrs
40 CETERA INVESTMENT ADVISERS 27.5K -11.7K (-29.9%) 194.3K -516.0K (-72.6%) 0.12% -0.050 pp 0.00% -0.001 pp USD14.76 -52.1% 4 qtrs
41 MARATHON TRADING INVESTMENT MANAGEMENT LLC 27.3K -9.2K (-25.3%) 192.7K -468.3K (-70.9%) 0.12% -0.040 pp 0.00% -0.041 pp USD18.11 -61.0% 2 qtrs
42 ARISTIDES CAPITAL LLC 26.7K +26.7K (+100.0%) 188.8K +188.8K (+100.0%) 0.11% +0.114 pp 0.03% +0.033 pp USD7.07 +0.0% 1 qtrs NEW
43 J.W. COLE ADVISORS, INC. 26.4K +9.9K (+60.0%) 186.9K -112.3K (-37.5%) 0.11% +0.042 pp 0.00% -0.001 pp USD13.97 -49.4% 2 qtrs
44 AMERICAN CENTURY COMPANIES INC 25.2K -26.7K (-51.4%) 178.4K -761.8K (-81.0%) 0.11% -0.114 pp 0.00% 0.000 pp USD24.27 -70.9% 3 qtrs
45 PINNACLE WEALTH PLANNING SERVICES, INC. 25.0K +— (+0.0%) 176.8K -276.0K (-61.0%) 0.11% +0.000 pp 0.02% -0.035 pp USD18.11 -61.0% 4 qtrs
46 AXQ CAPITAL, LP 25.0K +25.0K (+100.0%) 176.6K +176.6K (+100.0%) 0.11% +0.107 pp 0.04% +0.040 pp USD7.07 +0.0% 1 qtrs NEW
47 RHUMBLINE ADVISERS 23.7K -2.0K (-7.9%) 167.6K -298.5K (-64.0%) 0.10% -0.009 pp 0.00% 0.000 pp USD28.83 -75.5% 3 qtrs
48 ALLIANCEBERNSTEIN L.P. 23.7K -72.3K (-75.3%) 167.6K -1.6M (-90.4%) 0.10% -0.309 pp 0.00% -0.001 pp USD18.11 -61.0% 2 qtrs
49 VIRTU FINANCIAL LLC 22.6K +22.6K (+100.0%) 160.0K +160.0K (+100.0%) 0.10% +0.097 pp 0.01% +0.006 pp USD7.07 +0.0% 3 qtrs
50 BANK OF AMERICA CORP /DE/ 19.0K +9.7K (+104.9%) 134.4K -33.6K (-20.0%) 0.08% +0.042 pp 0.00% +0.000 pp USD7.55 -6.4% 5 qtrs
51 QUEST PARTNERS LLC 18.8K -7.6K (-28.8%) 133.0K -345.2K (-72.2%) 0.08% -0.033 pp 0.01% -0.024 pp USD18.11 -61.0% 2 qtrs
52 ENTRYPOINT CAPITAL, LLC 18.0K +18.0K (+100.0%) 127.6K +127.6K (+100.0%) 0.08% +0.077 pp 0.05% +0.050 pp USD7.07 +0.0% 1 qtrs NEW
53 ADVISOR GROUP HOLDINGS, INC. 17.2K +355.0 (+2.1%) 121.8K -149.4K (-55.1%) 0.07% +0.002 pp 0.00% 0.000 pp USD14.22 -50.3% 5 qtrs
54 STIFEL FINANCIAL CORP 16.2K -250.0 (-1.5%) 114.3K -183.0K (-61.6%) 0.07% -0.001 pp 0.00% 0.000 pp USD11.16 -36.6% 5 qtrs
55 ROYAL BANK OF CANADA 14.5K -9.0K (-38.2%) 102.0K -322.0K (-75.9%) 0.06% -0.038 pp 0.00% 0.000 pp USD28.27 -75.0% 5 qtrs
56 INVESCO LTD. 14.3K +3.0K (+27.1%) 101.0K -102.5K (-50.4%) 0.06% +0.013 pp 0.00% +0.000 pp USD24.19 -70.8% 3 qtrs
57 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11.5K -5.9K (-34.1%) 100.7K -237.9K (-70.3%) 0.05% -0.025 pp 0.00% 0.000 pp USD11.21 -36.9% 4 qtrs
58 DEUTSCHE BANK AG\ 14.1K +750.0 (+5.6%) 99.7K -142.1K (-58.8%) 0.06% +0.003 pp 0.00% +0.000 pp USD26.44 -73.3% 3 qtrs
59 VESTOR CAPITAL, LLC 636.00 -11.4K (-94.7%) 85.0K -132.0K (-60.8%) 0.00% -0.049 pp 0.01% -0.008 pp USD15.82 -55.3% 6 qtrs
60 GSA CAPITAL PARTNERS LLP 11.4K -36.5K (-76.2%) 81.0K -787.0K (-90.7%) 0.05% -0.156 pp 0.01% -0.065 pp USD24.32 -70.9% 3 qtrs
61 METLIFE INVESTMENT MANAGEMENT, LLC 11.2K +— (+0.0%) 79.5K -124.1K (-61.0%) 0.05% +0.000 pp 0.00% -0.001 pp USD28.83 -75.5% 3 qtrs
62 MONECO ADVISORS, LLC 11.0K +120.0 (+1.1%) 77.6K -119.0K (-60.5%) 0.05% +0.001 pp 0.01% -0.010 pp USD8.81 -19.8% 4 qtrs
63 AQR CAPITAL MANAGEMENT LLC 10.8K -12.2K (-53.1%) 76.0K -339.2K (-81.7%) 0.05% -0.052 pp 0.00% 0.000 pp USD18.11 -61.0% 2 qtrs
64 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 9.8K +1.2K (+14.6%) 69.0K -85.3K (-55.3%) 0.04% +0.005 pp 0.00% 0.000 pp USD26.06 -72.9% 3 qtrs
65 JPMORGAN CHASE & CO 8.6K +556.0 (+6.9%) 61.0K -85.2K (-58.3%) 0.04% +0.002 pp 0.00% +0.000 pp USD27.43 -74.2% 3 qtrs
66 NEW YORK STATE COMMON RETIREMENT FUND 5.8K +— (+0.0%) 41.0K -64.0K (-61.0%) 0.02% +0.000 pp 0.00% 0.000 pp USD11.86 -40.4% 5 qtrs
67 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 5.4K +— (+0.0%) 38.3K -59.9K (-61.0%) 0.02% +0.000 pp 0.00% -0.001 pp USD26.06 -72.9% 3 qtrs
68 BNP PARIBAS ARBITRAGE, SNC 4.6K -30.2K (-86.9%) 32.3K -597.9K (-94.9%) 0.02% -0.129 pp 0.00% 0.000 pp USD18.59 -62.0% 3 qtrs
69 FMR LLC 3.7K +3.2K (+600.0%) 26.3K +16.7K (+173.3%) 0.02% +0.014 pp 0.00% +0.000 pp USD9.70 -27.1% 3 qtrs
70 TOWER RESEARCH CAPITAL LLC (TRC) 3.7K +2.0K (+121.6%) 25.8K -4.0K (-13.5%) 0.02% +0.009 pp 0.00% 0.000 pp USD12.66 -44.2% 5 qtrs
71 TORONTO DOMINION BANK 3.0K +— (+0.0%) 21.0K -34.0K (-61.8%) 0.01% +0.000 pp 0.00% 0.000 pp USD18.11 -61.0% 2 qtrs
72 LEGAL & GENERAL GROUP PLC 2.0K +— (+0.0%) 14.4K -22.4K (-61.0%) 0.01% +0.000 pp 0.00% +0.000 pp USD28.83 -75.5% 3 qtrs
73 AMERITAS INVESTMENT PARTNERS, INC. 1.9K +— (+0.0%) 13.2K -20.6K (-61.0%) 0.01% +0.000 pp 0.00% -0.001 pp USD28.83 -75.5% 3 qtrs
74 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1.3K +153.0 (+13.4%) 9.1K -11.5K (-55.7%) 0.01% +0.001 pp 0.00% +0.000 pp USD26.25 -73.1% 3 qtrs
75 RIALTO WEALTH MANAGEMENT, LLC 917.00 +— (+0.0%) 6.5K -10.1K (-61.0%) 0.00% +0.000 pp 0.00% -0.003 pp USD7.85 -9.9% 4 qtrs
76 AMALGAMATED BANK 660.00 +37.0 (+5.9%) 5.0K -6.0K (-54.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD27.61 -74.4% 3 qtrs
77 CITIGROUP INC 608.00 -3.0K (-83.4%) 4.3K -61.9K (-93.5%) 0.00% -0.013 pp 0.00% +0.000 pp USD28.26 -75.0% 4 qtrs
78 FINANCIAL CONSULATE, INC 500.00 +500.0 (+100.0%) 3.5K +3.5K (+100.0%) 0.00% +0.002 pp 0.00% +0.001 pp USD7.07 +0.0% 1 qtrs NEW
79 MAI CAPITAL MANAGEMENT 409.00 +— (+0.0%) 2.9K -4.5K (-61.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD18.11 -61.0% 2 qtrs
80 IFP ADVISORS, INC 387.00 +— (+0.0%) 2.7K -4.3K (-61.0%) 0.00% +0.000 pp 0.00% 0.000 pp USD28.83 -75.5% 3 qtrs
81 GAMMA INVESTING LLC 236.00 +212.0 (+883.3%) 1.7K +1.2K (+283.7%) 0.00% +0.001 pp 0.00% +0.000 pp USD8.19 -13.7% 2 qtrs
82 JONES FINANCIAL COMPANIES LLLP 213.00 +91.0 (+74.6%) 1.5K -649.0 (-30.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.98 -35.6% 4 qtrs
83 SILICON VALLEY CAPITAL PARTNERS 120.00 +— (+0.0%) 848.00 -1.3K (-61.0%) 0.00% +0.000 pp 0.00% 0.000 pp USD28.83 -75.5% 3 qtrs
84 STERLING CAPITAL MANAGEMENT LLC 119.00 +75.0 (+170.5%) 841.00 +44.0 (+5.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD15.11 -53.2% 3 qtrs
85 USA FINANCIAL PORTFORMULAS CORP 88.00 +88.0 (+100.0%) 622.00 +622.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD7.07 +0.0% 1 qtrs NEW
86 PNC FINANCIAL SERVICES GROUP, INC. 36.00 +34.0 (+1,700.0%) 255.00 +219.0 (+608.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD7.67 -7.8% 2 qtrs
87 SAGEVIEW ADVISORY GROUP, LLC 36.00 +36.0 (+100.0%) 255.00 +255.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD7.06 +0.1% 1 qtrs NEW
88 SRS CAPITAL ADVISORS, INC. 3.00 +— (+0.0%) 21.00 -33.0 (-61.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD18.00 -60.7% 2 qtrs
89 ALLWORTH FINANCIAL LP 1.00 +1.0 (+100.0%) 8.00 +8.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD7.00 +1.0% 1 qtrs NEW
90 FARTHER FINANCE ADVISORS, LLC 1.00 -57.0 (-98.3%) 7.00 -1.0K (-99.3%) 0.00% 0.000 pp 0.00% +0.000 pp USD18.00 -60.7% 2 qtrs
91 ISLAY CAPITAL MANAGEMENT, LLC -25.0 (-100.0%) -453.0 (-100.0%) 0.00% 0.000 pp 0.00% 0.000 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 54 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 F/m Emerald Special Situations ETF SPIT 0.99% 287.9K 0.89%
2 iShares Micro-Cap ETF IWC 0.06% 941.9K 0.60%
3 Texas Capital Texas Equity Index ETF TXS 0.05% 15.3K 0.49%
4 WisdomTree U.S. SmallCap Fund EES 0.02% 175.7K 0.38%
5 Vanguard Russell 2000 Growth ETF VTWG 0.02% 341.7K 0.06%
6 iShares Russell 2000 Growth ETF IWO 0.02% 2.63M 0.24%
7 Vanguard Russell 2000 ETF VTWO 0.01% 1.83M 0.06%
8 iShares Russell 2000 BuyWrite ETF IWMW 0.01% 5.4K 0.39%
9 iShares Russell 2000 ETF IWM 0.01% 7.84M 0.19%
10 State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L 0.01% 524.8K 0.30%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
6
Shares acquired
Shares disposed
164.6K
Cash buys
Cash sales
6.00
Net activity
-164,649
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
2026-04-22 Dewan Darryll E Officer S-Sale D Common Stock 50,000 16.00 800.0K 504,471 D
2026-04-17 MARROTT KARL TODD Officer S-Sale D Common Stock 23,636 15.11 357.2K 251,287 D
2026-04-16 MARROTT KARL TODD Officer S-Sale D Common Stock 800 15.00 12.0K 290,136 D
2026-04-14 MARROTT KARL TODD Officer S-Sale D Common Stock 15,213 15.03 228.6K 274,923 D
2026-04-14 Dewan Darryll E Officer S-Sale D Common Stock 50,000 15.00 750.0K 554,471 D
2026-04-14 CHISM DANIEL M Officer S-Sale D Common Stock 25,000 15.00 375.0K 338,215 D
2026-03-23 MARROTT KARL TODD Officer A-Award A Common Stock 5,000 0.00 291,545 D
2026-03-23 Dewan Darryll E Officer A-Award A Common Stock 5,000 0.00 604,471 D
2026-03-23 CHISM DANIEL M Officer F-InKind D Common Stock 609 12.40 7.6K 363,215 D
2026-03-23 Brennan Kieran Officer A-Award A Common Stock 2,500 0.00 281,637 D
2026-03-16 Brennan Kieran Officer S-Sale D Common Stock 12,000 12.27 147.2K 279,137 D
2026-02-24 MARROTT KARL TODD Officer F-InKind D Common Stock 8,117 8.45 68.6K 286,545 D
2026-02-24 Brennan Kieran Officer F-InKind D Common Stock 9,019 8.45 76.2K 291,137 D
2026-01-29 Dewan Darryll E Director / Officer F-InKind D Common Stock 25,960 11.20 290.8K 599,471 D
2026-01-16 MARROTT KARL TODD Officer F-InKind D Common Stock 12,175 12.05 146.7K 294,662 D
2026-01-16 Dewan Darryll E Director / Officer F-InKind D Common Stock 26,903 12.05 324.2K 625,431 D
2026-01-16 CHISM DANIEL M Officer F-InKind D Common Stock 12,175 12.05 146.7K 358,824 D
2026-01-14 Woodward Peter H Director A-Award A Common Stock 3,784 0.00 19,358 D
2026-01-14 Metzler Richard M. Director A-Award A Common Stock 3,784 0.00 153,784 D
2026-01-14 MOHINDRA VIVEK Director A-Award A Common Stock 3,784 0.00 3,784 D
2026-01-14 MARROTT KARL TODD Officer A-Award A Common Stock 29,801 0.00 306,837 D
2026-01-14 FAHY MICHAEL JOHN Director A-Award A Common Stock 3,784 0.00 8,784 D
2026-01-14 Dewan Darryll E Director / Officer A-Award A Common Stock 37,843 0.00 652,334 D
2026-01-14 CHISM DANIEL M Officer A-Award A Common Stock 33,113 0.00 370,999 D
2026-01-14 Brennan Kieran Officer A-Award A Common Stock 12,181 0.00 300,156 D
2026-01-08 CHISM DANIEL M Officer M-Exempt A Common Stock 41,667 1.72 71.7K 337,886 D
2026-01-01 MARROTT KARL TODD Officer F-InKind D Common Stock 13,539 7.07 95.7K 277,036 D
2026-01-01 Dewan Darryll E Director / Officer F-InKind D Common Stock 13,539 7.07 95.7K 614,491 D
2025-12-11 Woodward Peter H Director S-Sale D Common Stock 21,700 8.30 180.1K 0 I
2025-12-09 Woodward Peter H Director S-Sale D Common Stock 30,000 8.82 264.6K 21,700 I
2025-12-03 MARROTT KARL TODD Officer G-Gift D Common Stock 5,000 0.00 290,575 D
2025-11-18 FAHY MICHAEL JOHN Director P-Purchase A Common Stock 5,000 8.00 40.0K 5,000 I
2025-11-11 MOHINDRA VIVEK Director A-Award A Employee Stock Option 6,000 17.79 106.7K 6,000 D
2025-09-10 MARROTT KARL TODD Officer S-Sale D Common Stock 11,100 16.17 179.5K 295,575 D
2025-09-10 CHISM DANIEL M Officer S-Sale D Common Stock 15,000 16.17 242.6K 296,219 D
2025-08-28 MARROTT KARL TODD Officer S-Sale D Common Stock 23,908 16.16 386.4K 306,675 D
2025-08-28 CHISM DANIEL M Officer S-Sale D Common Stock 5,000 16.20 81.0K 311,219 D
2025-08-27 MARROTT KARL TODD Officer S-Sale D Common Stock 2,917 16.23 47.3K 330,583 D
2025-08-27 CHISM DANIEL M Officer S-Sale D Common Stock 10,000 16.25 162.5K 316,219 D
2025-06-27 MARROTT KARL TODD Officer F-InKind D Common Stock 48,652 30.25 1.47M 452,635 D
2025-06-10 Brennan Kieran Officer S-Sale D Common Stock 5,025 21.10 106.0K 287,975 D
2025-06-07 CHISM DANIEL M Officer F-InKind D Common Stock 20,755 19.84 411.8K 326,219 D
2025-06-03 Brennan Kieran Officer S-Sale D Common Stock 5,000 15.00 75.0K 293,000 D
2025-06-01 Brennan Kieran Officer S-Sale D Common Stock 5,000 14.50 72.5K 298,000 D
2025-05-30 Brennan Kieran Officer S-Sale D Common Stock 15,000 13.89 208.3K 303,000 D
2025-05-28 Brennan Kieran Officer S-Sale D Common Stock 5,000 13.50 67.5K 318,000 D
2025-05-23 Brennan Kieran Officer S-Sale D Common Stock 10,000 13.07 130.7K 323,000 D
2025-01-16 MARROTT KARL TODD Officer A-Award A Common Stock 150,000 0.00 333,500 D
2025-01-16 Dewan Darryll E Director / Officer A-Award A Common Stock 200,000 0.00 628,030 D
2025-01-16 CHISM DANIEL M Officer A-Award A Common Stock 80,000 0.00 205,000 D
2024-12-13 Woodward Peter H Director / 10% Owner S-Sale D Common Stock 50,000 9.07 453.7K 1,183,521 I
2024-12-12 Brennan Kieran Officer S-Sale D Common Stock 26,455 9.69 256.3K 333,000 D
2024-12-11 Brennan Kieran Officer S-Sale D Common Stock 46,470 9.35 434.3K 359,455 D
2024-12-10 Dewan Darryll E Officer S-Sale D Common Stock 50,000 9.23 461.3K 340,914 D
2024-12-09 MARROTT KARL TODD Officer G-Gift D Common Stock 1,500 0.00 83,500 D
2024-12-06 Dewan Darryll E Officer S-Sale D Common Stock 40,000 10.23 409.4K 390,914 D
2024-12-05 MARROTT KARL TODD Officer G-Gift D Common Stock 1,000 0.00 85,000 D
2024-12-03 Oliver James Mulford III Officer S-Sale D Common Stock 55,772 11.14 621.3K 104,504 D
2024-11-29 Dewan Darryll E Officer S-Sale D Common Stock 40,000 10.22 409.0K 430,914 D
2024-11-27 MARROTT KARL TODD Officer S-Sale D Common Stock 368 10.31 3.8K 86,000 D
2024-11-25 MARROTT KARL TODD Officer S-Sale D Common Stock 29,778 7.98 237.5K 86,368 D
2024-11-25 Dewan Darryll E Officer S-Sale D Common Stock 51,913 8.25 428.2K 470,914 D
2024-11-25 Brennan Kieran Officer S-Sale D Common Stock 46,675 8.10 377.9K 405,925 D
2024-11-24 Metzler Richard M. Director M-Exempt A Common Stock 150,000 0.46 69.0K 150,000 D
2024-11-22 MARROTT KARL TODD Officer S-Sale D Common Stock 50,000 7.38 368.8K 116,146 D
2024-11-22 Dewan Darryll E Officer S-Sale D Common Stock 150,000 7.24 1.09M 522,827 D
2024-11-21 Dewan Darryll E Officer S-Sale D Common Stock 67,962 7.50 509.7K 672,827 D
2024-11-19 MARROTT KARL TODD Officer S-Sale D Common Stock 46,222 8.13 375.9K 166,146 D
2024-11-19 Brennan Kieran Officer S-Sale D Common Stock 32,720 7.89 258.0K 452,600 D
2024-11-15 Dewan Darryll E Officer M-Exempt A Common Stock 416,666 0.62 258.3K 922,041 D
2024-11-03 Dewan Darryll E Officer M-Exempt D Employee Stock Option (Right to Buy) 416,666 0.62 258.3K 833,333 D
2024-11-02 MARROTT KARL TODD Officer M-Exempt A Common Stock 66,666 0.60 40.0K 232,432 D
2024-10-28 Oliver James Mulford III Officer M-Exempt A Common Stock 83,333 0.39 32.5K 258,747 D
2024-10-11 FAHY MICHAEL JOHN Director A-Award A Employee Stock Option 20,000 6.26 125.2K 20,000 D
2024-09-13 Brennan Kieran Officer S-Sale D Common Stock 45,000 5.09 229.1K 485,320
2024-09-12 Brennan Kieran Officer S-Sale D Common Stock 15,110 4.88 73.8K 530,320
2024-09-11 Brennan Kieran Officer S-Sale D Common Stock 27,450 4.82 132.4K 545,430
2024-09-10 Brennan Kieran Officer S-Sale D Common Stock 10,000 4.88 48.8K 572,880
2024-09-09 Brennan Kieran Officer S-Sale D Common Stock 35,000 5.13 179.6K 582,880
2024-09-03 MARROTT KARL TODD Officer M-Exempt A Common Stock 66,666 0.60 40.0K 187,991
2024-08-30 Woodward Peter H Director / 10% Owner S-Sale D Common Stock 292,381 4.91 1.44M 1,233,521
2024-08-29 Woodward Peter H Director / 10% Owner S-Sale D Common Stock 326,622 5.06 1.65M 1,525,902
2024-08-29 Brennan Kieran Officer M-Exempt A Common Stock 250,000 0.49 122.5K 702,600
2024-08-27 Oliver James Mulford III Officer S-Sale D Common Stock 17,500 5.00 87.5K 175,414
2024-08-26 MARROTT KARL TODD Officer S-Sale D Common Stock 23,850 4.58 109.2K 121,325
2024-08-23 MARROTT KARL TODD Officer S-Sale D Common Stock 40,000 4.44 177.4K 145,175
2024-08-19 Brennan Kieran Officer S-Sale D Common Stock 25,000 3.99 99.7K 452,600
2024-08-16 Woodward Peter H Director / 10% Owner J-Other A Common Stock 25,000 0.00 25,000
2024-06-27 MARROTT KARL TODD Officer A-Award A Common Stock 250,000 0.00 501,287 D
2024-06-07 FAHY MICHAEL JOHN Director 0 0.00 0
2024-06-07 CHISM DANIEL M Officer A-Award A Common Stock 125,000 0.00 125,000
2024-05-17 Penver John K Officer M-Exempt A Common Stock 200,000 0.10 20.0K 893,425
2024-04-29 MARROTT KARL TODD Officer D Common Stock 0 0.00 185,175
2024-04-03 Dewan Darryll E Officer P-Purchase A Common Stock 10,000 0.60 6.0K 10,000
2024-02-27 Penver John K Officer F-InKind A Common Stock 21,325 0.42 9.0K 911,089
2024-02-27 Brennan Kieran Officer F-InKind A Common Stock 14,825 0.42 6.2K 477,600
2024-01-24 Dewan Darryll E Officer A-Award A Employee Stock Option 450,000 0.31 139.5K 450,000
2023-10-16 Oliver James Mulford III Officer D Common Stock 0 0.00 192,914
2023-08-06 Penver John K Officer F-InKind D Common Stock 34,860 0.40 13.9K 932,414
2023-05-16 Dewan Darryll E Director / Officer P-Purchase A Common Stock 72,500 0.35 25.4K 72,500
2023-02-24 Penver John K Officer A-Award A Common Stock 100,000 0.00 967,274
2023-02-24 Brennan Kieran Officer A-Award A Common Stock 100,000 0.00 492,425
2022-12-30 Penver John K Officer F-InKind D Common Stock 17,857 0.56 10.0K 649,610
2022-11-14 Dewan Darryll E Officer A-Award A Employee Stock Option 1,250,000 0.00 1,250,000
2022-11-14 ANGELINI ANTHONY Director F-InKind D Common Stock 62,250 0.66 41.1K 983,787
2022-09-27 ANGELINI ANTHONY Officer J-Other D Common Stock 595,529 0.00 1,046,037
2022-08-06 Penver John K Officer F-InKind D Common Stock 34,020 0.47 16.0K 567,467
2022-08-06 ANGELINI ANTHONY Director / Officer F-InKind D Common Stock 62,250 0.47 29.3K 1,641,566
2022-07-19 Woodward Peter H Director / 10% Owner C-Conversion A Common Stock 767,500 0.10 76.8K 1,852,524
2022-04-29 ANGELINI ANTHONY Officer M-Exempt A Common Stock 310,000 0.10 31.0K 1,703,816
2021-12-28 ANGELINI ANTHONY Director / Officer M-Exempt D Employee Stock Option 250,000 0.10 25.0K 500,000
2021-08-07 Penver John K Officer F-InKind D Common Stock 30,193 0.43 13.0K 601,487
2021-08-07 ANGELINI ANTHONY Director / Officer F-InKind D Common Stock 53,916 0.43 23.2K 1,195,899
2021-05-05 Metzler Richard M. Director A-Award A Stock Option (Right to Buy) 150,000 0.00 150,000
2021-04-27 Metzler Richard M. Director 0 0.00 0
2021-02-22 Penver John K Officer F-InKind D Common Stock 18,825 0.85 16.0K 631,487
2021-02-02 ANGELINI ANTHONY Director / Officer F-InKind D Common Stock 26,181 0.85 22.3K 1,249,815
2020-11-26 Gallagher Gerard J Director / Officer X-InTheMoney A Common Stock 100,000 0.15 15.0K 1,043,018
2020-08-06 Penver John K Officer A-Award A Common Stock 280,000 0.00 650,312
2020-08-06 ANGELINI ANTHONY Director / Officer A-Award A Common Stock 500,000 0.00 1,275,996
2020-02-24 Penver John K Officer F-InKind D Common Stock 14,119 1.31 18.5K 370,312
2020-02-24 ANGELINI ANTHONY Director / Officer F-InKind D Common Stock 51,608 1.31 67.6K 775,996
2020-02-13 Brennan Kieran Officer F-InKind D Common Stock 27,925 1.39 38.8K 142,425
2019-11-11 Crichton Matt Officer A-Award A Employee Stock Option 250,000 0.80 200.0K 250,000
2019-05-17 Woodward Peter H Director / 10% Owner J-Other D Common Stock 142,857 0.00 285,000
2019-03-14 ANGELINI ANTHONY Director / Officer F-InKind D Common Stock 14,563 1.03 15.0K 827,604
2019-02-28 Penver John K Officer A-Award D Common Stock 50,000 0.00 384,431
2019-02-28 ANGELINI ANTHONY Director / Officer A-Award A Common Stock 75,000 0.00 692,167
2019-02-22 Penver John K Officer F-InKind D Common Stock 14,119 0.87 12.3K 334,431
2019-02-22 ANGELINI ANTHONY Director / Officer F-InKind D Common Stock 58,071 0.87 50.5K 617,167
2019-02-07 Brennan Kieran Officer F-InKind D Common Stock 29,650 0.80 23.7K 170,350
2018-12-27 Ikeda Glen 10% Owner X-InTheMoney A Common Stock 181,269 0.30 54.4K 1,671,595
2018-12-27 ANGELINI ANTHONY Director / Officer F-InKind D Common Stock 4,762 0.84 4.0K 675,238
2018-02-22 Penver John K Officer A-Award A Common Stock 75,000 0.00 348,550
2018-02-22 ANGELINI ANTHONY Director / Officer A-Award A Common Stock 250,000 0.00 640,000
2018-01-22 Brennan Kieran Officer A-Award A Employee Stock Option 250,000 0.49 122.5K 250,000
2017-12-28 Gallagher Gerard J Director / Officer S-Sale D Common Stock 80,000 0.30 24.0K 943,018
2017-10-07 Ikeda Glen 10% Owner D Common Stock Warrants (Right to Buy) 954,231 0.00 0
2017-07-19 Woodward Peter H Director / 10% Owner J-Other A Common Stock Warrants (Right to Buy) 767,500 0.00 1,883,326
2017-04-10 Penver John K Officer A-Award A Employee Stock Option 300,000 0.10 30.0K 300,000
2017-04-10 Olsen Martin T. Officer A-Award A Employee Stock Option 300,000 0.10 30.0K 300,000
2017-04-10 ANGELINI ANTHONY Director / Officer A-Award A Employee Stock Option 750,000 0.10 75.0K 750,000
2017-04-05 Woodward Peter H Director A-Award A Stock Option (Right to Buy) 200,000 0.10 20.0K 200,000
2017-04-05 Phelps Daniel J Director A-Award A Stock Option (Right to Buy) 125,000 0.10 12.5K 125,000
2017-01-06 Ikeda Glen 10% Owner D Common Stock 0 0.00 717,364
2016-12-28 Gallagher Gerard J Director / Officer S-Sale D Common Stock 125,000 0.05 6.3K 1,023,018
2016-01-20 Penver John K Officer F-InKind D Common Stock 26,450 0.30 7.9K 273,550
2015-12-21 Gallagher Gerard J Director / Officer J-Other A Common Stock Warrants (right to buy) 100,000 0.15 15.0K 100,000
2015-03-11 Penver John K Officer A-Award A Common Stock 50,000 0.00 300,000
2015-03-11 Olsen Martin T. Officer A-Award A Common Stock 80,000 0.00 380,000
2015-03-11 ANGELINI ANTHONY Director / Officer A-Award A Common Stock 140,000 0.00 390,000
2015-02-04 Phelps Daniel J Director P-Purchase A Common Stock 100,000 0.30 30.0K 161,999
2015-02-04 Gallagher Gerard J Director / Officer S-Sale D Common Stock 100,000 0.30 30.0K 1,148,018
2015-02-03 Woodward Peter H Director / 10% Owner P-Purchase A Common Stock Warrants (right to buy) 1,115,827 0.00 1,115,827
2014-12-10 Phelps Daniel J Director P-Purchase A Common Stock 35,599 0.30 10.7K 61,999
2014-12-05 Phelps Daniel J Director P-Purchase A Common Stock 2,500 0.31 765.00 26,400
2014-11-26 Phelps Daniel J Director P-Purchase A Common Stock 2,500 0.32 800.00 7,500
2014-11-14 Woodward Peter H Director / 10% Owner P-Purchase A Common Stock 160,000 0.17 27.2K 1,085,024
2014-11-14 Gallagher Gerard J Director / Officer S-Sale D Common Stock 160,000 0.17 27.2K 1,248,018
2014-08-29 Penver John K Officer A-Award A Employee Stock Option 200,000 0.00 200,000
2014-08-22 Woodward Peter H Director / 10% Owner P-Purchase A Common Stock 10,000 0.20 2.0K 925,024
2014-07-01 Penver John K Officer 0 0.00 0
2014-06-13 Gallagher Gerard J Director / Officer S-Sale D Common Stock 5,000 0.30 1.5K 1,408,018
2014-02-28 Woodward Peter H Director P-Purchase A Common Stock 89,938 0.35 31.5K 915,024
2014-02-28 Olsen Martin T. Officer P-Purchase A Common Stock 50,000 0.35 17.5K 300,000
2014-01-14 Olsen Martin T. Officer A-Award A Common Stock, par value $0.0001 per share 250,000 0.00 250,000
2013-12-31 Woodward Peter H Director P-Purchase A Common Stock 200,000 0.40 80.0K 825,086
2013-12-31 Rosato Thomas P 10% Owner S-Sale D Common Stock 200,000 0.40 80.0K 1,454,509
2013-11-14 Rosato Thomas P 10% Owner S-Sale D Common Stock 2,000 0.53 1.1K 1,739,638
2013-11-13 Rosato Thomas P 10% Owner S-Sale D Common Stock 5,000 0.58 2.9K 1,747,638
2013-11-11 Rosato Thomas P 10% Owner S-Sale D Common Stock 10,000 0.58 5.8K 1,753,638
2013-11-08 Rosato Thomas P 10% Owner S-Sale D Common Stock 11,000 0.58 6.4K 1,763,638
2013-11-06 Rosato Thomas P 10% Owner S-Sale D Common Stock 20,000 0.58 11.7K 1,780,638
2013-11-01 Rosato Thomas P 10% Owner S-Sale D Common Stock 1,000 0.58 580.00 1,800,638
2013-08-23 Woodward Peter H Director P-Purchase A Common Stock 4,000 0.73 2.9K 625,086
2013-08-22 Woodward Peter H Director P-Purchase A Common Stock 12,450 0.71 8.9K 621,086
2013-05-20 McNerney Maura Officer A-Award A Employee Stock Option 200,000 0.00 200,000
2013-02-11 Woodward Peter H Director P-Purchase A Common Stock 16,083 0.65 10.5K 1,083,636
2013-02-11 Gallagher Gerard J Director / Officer / 10% Owner S-Sale D Common Stock 491,083 0.65 319.2K 1,413,018
2012-12-10 Woodward Peter H Director P-Purchase A Common Stock 427,703 0.42 179.6K 592,553
2012-12-10 Rosato Thomas P 10% Owner S-Sale D Common Stock 427,703 0.42 179.6K 1,801,638
2012-12-07 Woodward Peter H Director P-Purchase A Common Stock 17,400 0.44 7.6K 164,850
2012-09-27 SCHWARZ KEN Officer A-Award A Employee Stock Option (Right to Buy) 350,000 0.00 350,000
2012-08-15 Phelps Daniel J Director A-Award A Employee Stock Option (Right to Buy) 150,000 0.00 150,000
2012-06-29 Woodward Peter H Director A-Award A Employee Stock Option (Right to Buy) 150,000 0.00 150,000
2012-06-06 DEC TIMOTHY C Officer A-Award A Employee Stock Option (Right to Buy) 150,000 0.44 66.0K 150,000
2012-06-06 ANGELINI ANTHONY Director / Officer A-Award A Employee Stock Option (Right to Buy) 750,000 0.44 330.0K 750,000
2012-01-03 Woodward Peter H Director I Common Stock 0 0.00 147,450
2012-01-03 DEC TIMOTHY C Officer F-InKind D Common Stock 8,180 0.88 7.2K 285,005
2012-01-03 ANGELINI ANTHONY Director / Officer A-Award A Common Stock 250,000 0.00 250,000
2011-12-17 DEC TIMOTHY C Officer F-InKind D Common Stock 9,864 0.80 7.9K 293,185
2011-11-15 DEC TIMOTHY C Officer F-InKind D Common Stock 3,154 1.09 3.4K 303,049
2011-08-23 Gallagher Gerard J Director / Officer / 10% Owner F-InKind D Common Stock 35,979 1.85 66.6K 1,904,101
2011-08-23 DEC TIMOTHY C Officer F-InKind D Common Stock 20,702 1.85 38.3K 306,203
2011-05-04 Morton John III Director A-Award A Common Stock 20,000 0.00 88,416
2011-05-04 JEWS WILLIAM L Director A-Award A Common Stock 20,000 0.00 98,416
2011-05-04 HUTCHINSON ASA Director A-Award A Common Stock 20,000 0.00 200,000
2010-12-17 DEC TIMOTHY C Officer A-Award A Common Stock 90,000 0.00 333,410
2010-08-30 Morton John III Director S-Sale D Common Stock 11,650 1.30 15.1K 88,546
2010-08-27 Morton John III Director S-Sale D Common Stock 18,220 1.30 23.7K 100,196

Executive team

Top executives
EBIT / Employee
66.1K
Shares Outstanding
28.86M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Darryll E. Dewan, President and Chief Executive Officer from November 14, 2022 385.0K 209.1K 2.42M 70.5K 3.08M 78.43%
2 2025 Daniel M. Chism, Chief Financial Officer 325.0K 172.3K 1.83M 10.5K 2.34M 78.26%
3 2025 Karl T. Marrott, Chief Operating Officer 300.0K 151.8K 1.83M 10.5K 2.29M 79.81%
4 2024 Karl T. Marrott, Chief Operating Officer 281.5K 113.2K 581.0K 975.7K 59.55%
5 2024 Darryll E. Dewan, President and Chief Executive Officer from November 14, 2022 385.0K 273.5K 93.0K 81.0K 60.0K 892.5K 19.49%
6 2024 Daniel M. Chism, Chief Financial Officer 170.5K 147.1K 372.6K 138.8K 829.0K 61.68%
7 2023 Darryll E. Dewan, President and Chief Executive Officer from November 14, 2022 385.0K 148.0K 60.7K 593.6K 0.00%
8 2023 Karl T. Marrott, Senior Vice President, Operations 250.0K 44.9K 59.0K 178.2K 532.1K 11.09%
9 2023 Karl T. Marrott, Chief Operating Officer 250.0K 44.9K 59.0K 178.2K 532.1K 11.09%
10 2023 John K. Penver, Chief Financial Officer 275.0K 63.2K 59.0K 397.2K 14.86%
11 2022 Darryll E. Dewan, President and Chief Executive Officer from November 14, 2022 44.4K 512.5K 10.0K 566.9K 90.40%
12 2022 Darryll E. Dewan President and Chief Executive Officer 44.4K 512.5K 10.0K 566.9K 90.40%
13 2022 Anthony Angelini President and Chief Executive Officer 385.0K 69.3K 454.3K 0.00%
14 2022 Kieran P. Brennan Senior Vice President, Sales & Marketing 250.0K 77.0K 327.0K 0.00%
15 2022 John K. Penver Chief Financial Officer 275.0K 43.0K 318.0K 0.00%
16 2022 John K. Penver, Chief Financial Officer 275.0K 43.0K 289.6K 0.00%
17 2022 Karl T. Marrott, Senior Vice President, Operations 35.0K 61.0K 82.0K 20.8K 198.7K 71.96%
18 2021 Anthony Angelini President and Chief Executive Officer 370.4K 35.0K 405.4K 0.00%
19 2021 John K. Penver Chief Financial Officer 264.6K 25.0K 289.6K 0.00%
20 2021 Kieran P. Brennan Senior Vice President, Sales & Marketing 250.0K 250.0K 0.00%
21 2020 Anthony Angelini President and Chief Executive Officer 350.0K 430.0K 780.0K 55.13%
22 2020 John K. Penver Chief Financial Officer 250.0K 240.8K 490.8K 49.06%
23 2020 Kieran P. Brennan Senior Vice President, Sales & Marketing 250.0K 67.5K 317.5K 0.00%
24 2019 Anthony Angelini President and Chief Executive Officer 350.0K 71.3K 421.3K 16.91%
25 2019 John K. Penver Chief Financial Officer 250.0K 47.5K 297.5K 15.97%
26 2019 Kieran P. Brennan Senior Vice President, Sales & Marketing 250.0K 250.0K 0.00%
27 2018 Anthony Angelini President and Chief Executive Officer 350.0K 196.0K 110.0K 656.0K 16.77%
28 2018 Kieran P. Brennan Vice President, Sales & Marketing 219.5K 98.0K 95.0K 412.5K 46.79%
29 2018 Kieran P. Brennan Senior Vice President, Sales & Marketing 219.3K 98.0K 95.0K 412.3K 46.82%
30 2018 John K. Penver Chief Financial Officer 250.0K 87.5K 33.0K 370.5K 8.91%
31 2017 Anthony Angelini President and Chief Executive Officer 350.0K 40.0K 390.0K 0.00%
32 2017 John K. Penver Chief Financial Officer 250.0K 25.0K 275.0K 0.00%
33 2017 Martin T. Olsen Executive Vice President, Sales & Marketing 226.7K 13.0K 236.7K 5.49%
34 2016 Anthony Angelini President and Chief Executive Officer 350.0K 350.0K 0.00%
35 2016 Martin T. Olsen Executive Vice President, Sales & Marketing 250.0K 250.0K 0.00%
36 2016 John K. Penver Chief Financial Officer 250.0K 250.0K 0.00%
37 2016 Gerard J. Gallagher Senior Technical Advisor and Founder 67.5K 19.4K 86.9K 0.00%
38 2015 Anthony Angelini President and Chief Executive Officer 350.0K 102.0K 452.0K 22.57%
39 2015 Martin T. Olsen Executive Vice President, Sales & Marketing 250.0K 58.4K 308.4K 18.94%
40 2015 John K. Penver Chief Financial Officer 250.0K 36.5K 286.5K 12.74%
41 2015 Gerard J. Gallagher Chief Technical Officer 75.0K 24.5K 99.5K 0.00%
42 2015 Gerard J. Gallagher Senior Technical Advisor and Founder 67.9K 24.5K 92.4K 0.00%
43 2014 Martin T. Olsen Executive Vice President Sales Marketing 244.4K 122.5K 62.5K 429.4K 43.09%
44 2014 Martin T. Olsen Executive Vice President, Sales & Marketing 244.4K 122.5K 62.5K 429.4K 43.09%
45 2014 Anthony Angelini President and Chief Executive Officer 350.0K 350.0K 0.00%
46 2014 John K. Penver Chief Financial Officer 77.9K 50.0K 27.0K 33.5K 188.4K 40.87%
47 2014 Maura McNerney Former Chief Financial Officer 123.6K 123.6K 0.00%
48 2014 Gerard J. Gallagher Chief Technical Officer 75.1K 32.2K 107.2K 0.00%
49 2013 Anthony Angelini President and Chief Executive Officer 350.0K 37.5K 387.5K 0.00%
50 2013 Maura McNerney Chief Financial Officer 141.9K 45.0K 96.8K 283.6K 34.11%
51 2013 Maura McNerney Former Chief Financial Officer 141.9K 45.0K 96.7K 283.6K 34.08%
52 2013 Kenneth D. Schwarz Former Chief Financial Officer 184.6K 184.6K 0.00%
53 2013 Gerard J. Gallagher Chief Technical Officer 75.0K 65.3K 140.3K 0.00%
54 2013 Harvey L. Weiss Former Vice-Chairman 43.6K 43.6K 0.00%
55 2012 Anthony Angelini Chief Executive Officer 316.0K 237.5K 281.3K 83.3K 918.0K 56.51%
56 2012 Anthony Angelini President and Chief Executive Officer 316.0K 237.5K 281.3K 83.3K 918.0K 56.51%
57 2012 Timothy C. Dec Former Chief Financial Officer 173.1K 55.5K 54.1K 282.7K 19.64%
58 2012 Kenneth D. Schwarz Chief Financial Officer 64.7K 135.2K 199.9K 67.63%
59 2012 Kenneth D. Schwarz Former Chief Financial Officer 64.7K 135.2K 199.9K 67.63%
60 2012 Gerard J. Gallagher Chief Technical Officer 97.0K 98.9K 195.8K 0.00%
61 2012 Gerard J. Gallagher President and Chief Operating Officer 97.0K 98.9K 195.8K 0.00%
62 2012 Harvey L. Weiss Vice-Chairman 154.5K 154.5K 0.00%
63 2012 Harvey L. Weiss Former Vice-Chairman 154.5K 154.5K 0.00%
64 2012 Thomas P. Rosato Former Chief Executive Officer 31.7K 31.7K 0.00%
65 2011 Gerard J. Gallagher President and Chief Operating Officer 205.0K 40.0K 113.7K 358.7K 0.00%
66 2011 Timothy C. Dec Chief Financial Officer 228.5K 40.0K 2.9K 271.5K 0.00%
67 2011 Timothy C. Dec Former Chief Financial Officer 228.5K 40.0K 2.9K 271.5K 0.00%
68 2011 Thomas P. Rosato Former Chief Executive Officer 215.1K 40.0K 668.00 255.7K 0.00%
69 2011 Harvey L. Weiss Vice-Chairman 88.7K 350.00 89.0K 0.00%
70 2010 Gerard J. Gallagher President and Chief Operating Officer 166.4K 322.5K 488.9K 0.00%
71 2010 Timothy C. Dec Chief Financial Officer 197.2K 18.0K 241.2K 2.2K 458.5K 52.60%
72 2010 Thomas P. Rosato Former Chief Executive Officer 167.5K 9.0K 176.5K 0.00%
73 2010 Thomas P. Rosato Chief Executive Officer 167.5K 9.0K 176.5K 0.00%
74 2010 Harvey L. Weiss Vice-Chairman 92.6K 92.6K 0.00%
75 2009 Thomas P. Rosato Chief Executive Officer 249.9K 67.7K 2.4K 320.0K 21.15%
76 2009 Gerard J. Gallagher President and Chief Operating Officer 248.9K 67.7K 2.4K 318.9K 21.22%
77 2009 Timothy C. Dec Chief Financial Officer 229.6K 32.0K 4.3K 265.9K 12.02%
78 2009 Harvey L. Weiss Vice-Chairman 89.6K 759.00 90.3K 0.00%
79 2009 Harvey L. Weiss Vice-Chairman and former Chairman 89.6K 759.00 90.3K 0.00%
80 2008 Gerard J. Gallagher President and Chief Operating Officer 386.0K 256.2K 642.3K 0.00%
81 2008 Thomas P. Rosato Chief Executive Officer 384.4K 147.2K 531.6K 0.00%
82 2008 Chief Financial Officer 208.8K 55.0K 136.4K 6.8K 407.1K 33.51%
83 2008 Timothy C. Dec Chief Financial Officer 208.8K 55.0K 38.0K 6.8K 308.7K 12.31%
84 2008 Vice-Chairman and former Chairman 144.6K 28.2K 172.8K 0.00%
85 2008 Harvey L. Weiss Vice-Chairman 144.6K 28.2K 172.8K 0.00%
86 2008 Harvey L. Weiss Vice-Chairman and former Chairman 144.6K 28.2K 172.8K 0.00%
87 2007 Thomas P. Rosato Chief Executive Officer 401.7K 282.9K 684.5K 0.00%
88 2007 Gerard J. Gallagher President and Chief Operating Officer 405.9K 277.5K 683.4K 0.00%
89 2007 Timothy C. Dec Chief Financial Officer 76.8K 479.2K 3.2K 559.2K 85.70%
90 2007 Chairman and former Chief Executive Officer 180.8K 34.1K 214.9K 0.00%
91 2007 Vice-Chairman and former Chairman 180.8K 34.1K 214.9K 0.00%
92 2007 Harvey L. Weiss Vice-Chairman and former Chairman 180.8K 34.1K 214.9K 0.00%
93 2007 Chief Financial Officer 76.8K 33.3K 3.2K 113.2K 29.39%
94 2006 Gerard J. Gallagher, President and Chief Operating Officer 350.0K 42.6K 48.7K 441.3K 0.00%
95 2006 Thomas P. Rosato , Chief Executive Officer 166.8K 33.6K 200.4K 0.00%
96 2006 Harvey L. Weiss , Chairman and Former Chief Executive Officer
97 2005 Chief Executive Officer 1.2K 1.2K 0.00%
98 2005 President and Chief Operating Officer 646.00 646.00 0.00%
99 2004 President and Chief Operating Officer 6.7K 6.7K 0.00%
100 2004 Chief Executive Officer
101 2003 President and Chief Operating Officer 6.5K 6.5K 0.00%
102 2003 Chief Executive Officer
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-23 DEFA14A
2026-04-23 DEF 14A
2025-04-30 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 10-Q
2026-04-24 4
2026-04-23 DEFA14A
2026-04-23 DEF 14A
2026-04-22 4
2026-04-17 4
2026-04-17 4
2026-04-16 4
2026-04-16 4

Executive team

NameTitleCompensationGender
Darryll E. Dewan Chief Executive Officer, President & Director 664.6K male
Todd Marrott Chief Operating Officer 462.2K male
Karl Todd Marrott Chief Operating Officer 462.2K male
Kieran Brennan Senior Vice President of Business Development 327.0K male
Daniel Chism Chief Financial Officer 317.6K male
Janet Morrison Chief People Officer female
Brett Maryott Chief Security Office
ESG Rating
B+
INFORMATION TECHNOLOGY SERVICES
2018
E (Environmental)
63.6 / 65.1
Company / Sector avg.
S (Social)
64.0 / 65.3
Company / Sector avg.
G (Governance)
56.8 / 67.4
Company / Sector avg.
ESG Total
61.5 / 65.9
Company / Sector avg.
ESG Score History INFORMATION TECHNOLOGY SERVICES
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

Share your view on this stock and instantly see how the community has voted over the last 6 months.

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.

Dividend history

Earnings history

Earnings reports

Stock splits