TSS, Inc. (TSSI)
Round Rock, TX, US
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.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -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% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 1 |
15.00
+38.9%
|
| All Time | 1 |
15.00
+38.9%
|
-
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)
* 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.
| 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
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-08 | Needham | Buy | Buy | Maintain |
| 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
Ownership Overview
| # | 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)
| # | 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 |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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 | — | — | — | — | — | — | — | — | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 | — | — |
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No House trading activity found for this company.
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Community Opinion for TSSI
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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