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Unusual Machines, Inc. (UMAC)

USD18.41 +1.19 (+6.88%)
US AMEX Technology Consumer Electronics
Address 5728 Major Blvd. 32811
Orlando, FL, US
CEO Allan Evans
IPO 2024-02-14
CIK 1956955 ISIN US91532F1021

Explore sections of this company profile

Description

Unusual Machines, Inc. engages in the commercial drone industry. The company offers small drones and essential components. It distributes their products through B2B sale, e-commerce site, and retail channel. The company has a strategic collaboration with Lantronix Inc. for the development of autonomous drone components integrating edge AI compute with flight control systems. The company was formerly known as AerocarveUS Corporation and changed its name to Unusual Machines, Inc. in July 2022. Unusual Machines, Inc. was incorporated in 2019 and is headquartered in Orlando, Florida.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD18.41 +1.19 (+6.88%)
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Volume Profile
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Liquidity & share structure
Average Volume
6M
Beta
19.89
Float Shares
52.71M
Free Float %
135.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+13.06% +24.39% +21.02% +42.03% +81.07% +32.89% +206.15% +458.75% +458.75% +458.75% +458.75%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (1 ratings, all time) Buy
Price Targets & DCF
Current price
18.41
Low 20.00 +8.7%
Consensus 22.50 +22.2%
Median 22.50 +22.2%
High 25.00 +35.8%
DCF (Unlevered) 4.05 -78.0%
DCF (Levered) 3.59 -80.5%

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 2 0
Buy 3 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
25.00
+35.8%
Last Quarter 2
22.50
+22.2%
Last Year 2
22.50
+22.2%
All Time 2
22.50
+22.2%
Quality scores
Altman Z-Score
49.66
Safe zone
Piotroski F-Score
2 / 9
Weak
MOAT Score
0 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
4 / 5
High
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Consumer Electronics: +7.8%
    +101.2% Q1'26: +296.4% (vs Q1'25)
  • EPS growth Consumer Electronics: +23.0%
    +80.7% Q1'26: +200.0% (vs Q1'25)
  • FCF margin FCF growth · Consumer Electronics: +37.3%
    -346.0% Q1'26: -223.7% (vs Q1'25)
  • EBIT margin Consumer Electronics: +5.7%
    -224.6% Q1'26: +0.0% (vs Q1'25)
  • ROIC Consumer Electronics: +4.9%
    -71.7% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Consumer Electronics: +0.0%
    +212.5% Q1'26: +202.7% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Consumer Electronics: -0.57×
    -0.11× Q1'26: -0.12× (vs Q1'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (5.36) × ERP
WACC = 99% × Ke + 1% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 4.05 Current price: 18.41
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 2024
actual
Dec 2025
actual
Dec 2026
4 Rev. Ana.
1 EPS Ana.
Dec 2027
4 Rev. Ana.
1 EPS Ana.
Dec 2028
2 Rev. Ana.
1 EPS Ana.
Dec 2029
1 Rev. Ana.
Revenue
5.57M
est: 5.59M (-0.4%)
11.20M
est: 9.87M (+13.4%)
29.44M
25.76M – 31.81M
+198.1% YoY
53.25M
46.60M – 57.53M
+80.9% YoY
145.45M
127.31M – 157.16M
+173.2% YoY
250.00M
218.81M – 270.13M
+71.9% YoY
EBITDA
-31.80M
est: -1.12M (-2,746.3%)
-25.01M
est: -1.97M (-1,166.6%)
-5.89M
-6.36M – -5.15M
-198.1% YoY
-10.65M
-11.51M – -9.32M
-80.9% YoY
-29.09M
-31.43M – -25.46M
-173.2% YoY
-50.00M
-54.03M – -43.76M
-71.9% YoY
EBIT
-31.88M
est: -1.12M (-2,752.7%)
-25.15M
est: -1.97M (-1,173.7%)
-5.89M
-6.36M – -5.15M
-198.1% YoY
-10.65M
-11.51M – -9.32M
-80.9% YoY
-29.09M
-31.43M – -25.46M
-173.2% YoY
-50.00M
-54.03M – -43.76M
-71.9% YoY
Net Income
-31.98M
est: -14.40M (-122.2%)
-19.19M
est: -12.05M (-59.2%)
-10.11M
-11.49M – -8.72M
+16.2% YoY
-4.24M
-4.82M – -3.66M
+58.1% YoY
-1.52M
-1.72M – -1.31M
+64.2% YoY
— – —
+100.0% YoY
SGA
7.34M
est: 43.63M (-83.2%)
25.48M
est: 77.10M (-66.9%)
229.85M
201.18M – 248.37M
+198.1% YoY
415.76M
363.90M – 449.25M
+80.9% YoY
1.14B
994.05M – 1.23B
+173.2% YoY
1.95B
1.71B – 2.11B
+71.9% YoY
EPS
-3.84
est: -0.55 (-594.0%)
-0.74
est: -0.48 (-55.1%)
-0.40
-0.44 – -0.34
+16.2% YoY
-0.17
-0.19 – -0.14
+58.1% YoY
-0.06
-0.07 – -0.05
+64.2% YoY
— – —
+100.0% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-22 Needham Buy Buy Maintain
2026-04-16 Needham Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-14 C+ 2/5 3/5 1/5 1/5 4/5 1/5 2/5
2026-05-13 C+ 2/5 3/5 1/5 1/5 4/5 1/5 2/5
2026-05-12 C+ 2/5 3/5 1/5 1/5 4/5 1/5 2/5
2026-05-11 C+ 2/5 3/5 1/5 1/5 4/5 1/5 2/5
2026-05-08 C 2/5 3/5 1/5 1/5 3/5 1/5 2/5
2026-05-07 C 2/5 3/5 1/5 1/5 3/5 1/5 2/5
2026-05-06 C 2/5 3/5 1/5 1/5 3/5 1/5 2/5
2026-05-05 C 2/5 3/5 1/5 1/5 3/5 1/5 2/5
2026-05-04 C 2/5 3/5 1/5 1/5 3/5 1/5 2/5
2026-05-01 C 2/5 3/5 1/5 1/5 3/5 1/5 2/5
2026-04-30 C 2/5 3/5 1/5 1/5 3/5 1/5 2/5
2026-04-29 C 2/5 3/5 1/5 1/5 3/5 1/5 2/5
2026-04-28 C 2/5 3/5 1/5 1/5 3/5 1/5 2/5
2026-04-27 C 2/5 3/5 1/5 1/5 3/5 1/5 2/5
2026-04-24 C 2/5 3/5 1/5 1/5 3/5 1/5 2/5
2026-04-23 C 2/5 3/5 1/5 1/5 3/5 1/5 2/5
2026-04-22 C 2/5 3/5 1/5 1/5 3/5 1/5 2/5
2026-04-21 C 2/5 3/5 1/5 1/5 3/5 1/5 2/5
2026-04-20 C 2/5 3/5 1/5 1/5 3/5 1/5 2/5
2026-04-17 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5
2026-04-16 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5
2026-04-15 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-36.99M
OE per share TTM
-1.11
Owner's Yield
-4.68%
Maintenance CapEx ratio
11.36%
Maint CapEx / Avg PPE
30.8%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
1
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Red Cat Holdings, Inc. 4.25M 48.80% 4.25M 4.25M CO 2024-02-22

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VANGUARD GROUP INC 1.60M +438.4K (+37.7%) 20.40M +2.8M (+16.2%) 5.34% -0.004 pp 0.00% +0.000 pp USD11.06 +15.2% 5 qtrs
2 GRANAHAN INVESTMENT MANAGEMENT, LLC 1.15M +1.2M (+100.0%) 14.71M +14.7M (+100.0%) 3.85% +3.848 pp 0.63% +0.630 pp USD12.74 +0.0% 1 qtrs NEW
3 TUDOR INVESTMENT CORP ET AL 1.00M -205.5K (-17.0%) 12.77M -5.5M (-30.0%) 3.34% -2.206 pp 0.02% -0.008 pp USD12.73 +0.1% 4 qtrs
4 STATE STREET CORP 966.2K +845.2K (+698.4%) 12.31M +10.5M (+573.6%) 3.22% +2.665 pp 0.00% +0.000 pp USD12.33 +3.3% 4 qtrs
5 HOOD RIVER CAPITAL MANAGEMENT LLC 834.3K -6.1K (-0.7%) 10.63M -2.1M (-16.2%) 2.78% -1.079 pp 0.12% -0.033 pp USD15.10 -15.6% 2 qtrs
6 VOYA INVESTMENT MANAGEMENT LLC 660.7K +660.7K (+100.0%) 8.42M +8.4M (+100.0%) 2.20% +2.202 pp 0.01% +0.008 pp USD12.74 +0.0% 1 qtrs NEW
7 BLACKROCK, INC. 560.7K +39.2K (+7.5%) 7.14M -731.3K (-9.3%) 1.87% -0.526 pp 0.00% +0.000 pp USD13.35 -4.6% 5 qtrs
8 CITADEL ADVISORS LLC 489.5K +67.6K (+16.0%) 6.24M -134.5K (-2.1%) 1.63% -0.306 pp 0.00% +0.000 pp USD12.98 -1.8% 4 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 359.9K +81.9K (+29.5%) 4.59M +387.4K (+9.2%) 1.20% -0.077 pp 0.00% +0.000 pp USD10.63 +19.8% 6 qtrs
10 GOLDMAN SACHS GROUP INC 250.9K +129.8K (+107.2%) 3.20M +1.4M (+74.8%) 0.84% +0.280 pp 0.00% +0.000 pp USD12.11 +5.2% 3 qtrs
11 QUBE RESEARCH & TECHNOLOGIES LTD 239.6K +115.5K (+93.0%) 3.05M +1.2M (+62.8%) 0.80% +0.228 pp 0.00% +0.001 pp USD13.96 -8.7% 2 qtrs
12 SEI INVESTMENTS CO 202.6K +27.0K (+15.4%) 2.58M -70.9K (-2.7%) 0.68% -0.131 pp 0.00% 0.000 pp USD14.79 -13.9% 2 qtrs
13 UBS GROUP AG 200.3K +161.0K (+410.0%) 2.55M +2.0M (+330.3%) 0.67% +0.487 pp 0.00% +0.000 pp USD12.22 +4.3% 7 qtrs
14 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 200.0K +200.0K (+100.0%) 2.55M +2.5M (+100.0%) 0.67% +0.667 pp 0.04% +0.041 pp USD12.74 +0.0% 1 qtrs NEW
15 ALYESKA INVESTMENT GROUP, L.P. 197.9K +197.9K (+100.0%) 2.52M +2.5M (+100.0%) 0.66% +0.660 pp 0.01% +0.007 pp USD12.74 +0.0% 1 qtrs NEW
16 CONCENTRIC CAPITAL STRATEGIES, LP 161.1K +161.1K (+100.0%) 2.05M +2.1M (+100.0%) 0.54% +0.537 pp 0.10% +0.099 pp USD12.74 +0.0% 1 qtrs NEW
17 MYDA ADVISORS LLC 150.0K +150.0K (+100.0%) 1.91M +1.9M (+100.0%) 0.50% +0.500 pp 0.36% +0.364 pp USD12.74 +0.0% 1 qtrs NEW
18 MORGAN STANLEY 141.5K -92.8K (-39.6%) 1.80M -1.7M (-49.0%) 0.47% -0.604 pp 0.00% 0.000 pp USD14.09 -9.6% 5 qtrs
19 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 130.9K +130.9K (+100.0%) 1.78M +1.8M (+100.0%) 0.44% +0.436 pp 0.00% +0.001 pp USD12.74 +0.0% 1 qtrs NEW
20 FNY INVESTMENT ADVISERS, LLC 120.0K +89.5K (+293.4%) 1.53M +1.1M (+232.2%) 0.40% +0.260 pp 0.43% +0.283 pp USD12.71 +0.2% 3 qtrs
21 JANE STREET GROUP, LLC 111.5K -59.8K (-34.9%) 1.42M -1.2M (-45.1%) 0.37% -0.415 pp 0.00% 0.000 pp USD10.78 +18.2% 3 qtrs
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 104.7K -1.1M (-91.2%) 1.33M -16.6M (-92.5%) 0.35% -5.097 pp 0.00% -0.002 pp USD14.85 -14.2% 3 qtrs
23 MERCER GLOBAL ADVISORS INC /ADV 101.2K +101.2K (+100.0%) 1.29M +1.3M (+100.0%) 0.34% +0.337 pp 0.00% +0.002 pp USD12.74 +0.0% 1 qtrs NEW
24 NORTHERN TRUST CORP 87.8K +33.1K (+60.6%) 1.12M +293.2K (+35.5%) 0.29% +0.042 pp 0.00% +0.000 pp USD10.56 +20.6% 4 qtrs
25 683 CAPITAL MANAGEMENT, LLC 84.8K +84.8K (+100.0%) 1.08M +1.1M (+100.0%) 0.28% +0.283 pp 0.05% +0.047 pp USD12.74 +0.0% 1 qtrs NEW
26 VIDENT ADVISORY, LLC 79.7K +79.7K (+100.0%) 1.02M +1.0M (+100.0%) 0.27% +0.266 pp 0.01% +0.009 pp USD12.74 +0.0% 1 qtrs NEW
27 LPL FINANCIAL LLC 63.3K -11.0K (-14.8%) 806.7K -315.4K (-28.1%) 0.21% -0.130 pp 0.00% 0.000 pp USD15.10 -15.6% 2 qtrs
28 IMC-CHICAGO, LLC 62.9K +31.0K (+97.3%) 800.8K +319.7K (+66.5%) 0.21% +0.063 pp 0.00% +0.000 pp USD10.63 +19.8% 3 qtrs
29 KIECKHEFER GROUP LLC 60.0K -2.0K (-3.2%) 764.4K -171.8K (-18.4%) 0.20% -0.085 pp 0.36% -0.074 pp USD15.50 -17.8% 5 qtrs
30 SCS CAPITAL MANAGEMENT LLC 57.7K +5.8K (+11.2%) 735.1K -48.5K (-6.2%) 0.19% -0.046 pp 0.01% -0.001 pp USD12.73 +0.1% 3 qtrs
31 ROYAL BANK OF CANADA 53.5K +35.8K (+202.4%) 681.0K +414.0K (+155.1%) 0.18% +0.097 pp 0.00% +0.000 pp USD13.52 -5.8% 2 qtrs
32 ALPHACENTRIC ADVISORS LLC 50.0K +50.0K (+100.0%) 637.0K +637.0K (+100.0%) 0.17% +0.167 pp 0.63% +0.635 pp USD12.74 +0.0% 1 qtrs NEW
33 HUDSON BAY CAPITAL MANAGEMENT LP 48.8K +48.8K (+100.0%) 622.3K +622.3K (+100.0%) 0.16% +0.163 pp 0.00% +0.002 pp USD12.74 +0.0% 1 qtrs NEW
34 HARBOR CAPITAL ADVISORS, INC. 45.3K +45.3K (+100.0%) 578.0K +578.0K (+100.0%) 0.15% +0.151 pp 0.04% +0.045 pp USD12.74 +0.0% 1 qtrs NEW
35 MOODY NATIONAL BANK TRUST DIVISION 43.1K +43.1K (+100.0%) 549.1K +549.1K (+100.0%) 0.14% +0.144 pp 0.05% +0.053 pp USD12.74 +0.0% 1 qtrs NEW
36 GROUP ONE TRADING, L.P. 42.6K -95.3K (-69.1%) 542.8K -1.5M (-73.9%) 0.14% -0.491 pp 0.00% -0.003 pp USD14.15 -10.0% 3 qtrs
37 RAYMOND JAMES FINANCIAL INC 37.6K +8.7K (+30.3%) 478.4K +43.3K (+10.0%) 0.13% -0.007 pp 0.00% +0.000 pp USD14.35 -11.2% 3 qtrs
38 COVESTOR LTD 33.8K +17.0K (+101.1%) 431.0K +177.0K (+69.7%) 0.11% +0.036 pp 0.23% +0.086 pp USD9.90 +28.7% 4 qtrs
39 BARCLAYS PLC 33.7K +26.6K (+377.2%) 428.7K +322.2K (+302.6%) 0.11% +0.080 pp 0.00% +0.000 pp USD13.23 -3.7% 3 qtrs
40 CONNECTIVE CAPITAL MANAGEMENT, LLC 31.7K -43.3K (-57.7%) 404.0K -728.5K (-64.3%) 0.11% -0.239 pp 0.24% -0.802 pp USD8.64 +47.5% 3 qtrs
41 OMERS ADMINISTRATION CORP 29.2K +29.2K (+100.0%) 372.0K +372.0K (+100.0%) 0.10% +0.097 pp 0.00% +0.003 pp USD12.74 +0.0% 1 qtrs NEW
42 POINT72 ASSET MANAGEMENT, L.P. 26.8K +26.8K (+100.0%) 341.4K +341.4K (+100.0%) 0.09% +0.089 pp 0.00% +0.000 pp USD12.74 +0.0% 1 qtrs NEW
43 STIFEL FINANCIAL CORP 25.5K +25.5K (+100.0%) 324.8K +324.8K (+100.0%) 0.09% +0.085 pp 0.00% +0.000 pp USD12.74 +0.0% 1 qtrs NEW
44 Y-INTERCEPT (HONG KONG) LTD 24.4K +24.4K (+100.0%) 310.9K +310.9K (+100.0%) 0.08% +0.081 pp 0.01% +0.007 pp USD12.74 +0.0% 1 qtrs NEW
45 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 20.8K +20.5K (+6,832.3%) 265.0K +260.4K (+5,748.9%) 0.07% +0.068 pp 0.00% +0.001 pp USD12.68 +0.5% 3 qtrs
46 COMPAGNIE LOMBARD ODIER SCMA 20.5K +20.5K (+100.0%) 260.9K +260.9K (+100.0%) 0.07% +0.068 pp 0.00% +0.003 pp USD12.74 +0.0% 1 qtrs NEW
47 J.W. COLE ADVISORS, INC. 19.9K +520.0 (+2.7%) 247.2K -44.8K (-15.4%) 0.07% -0.023 pp 0.01% +0.000 pp USD15.04 -15.3% 2 qtrs
48 ADVISOR GROUP HOLDINGS, INC. 17.6K +8.2K (+87.6%) 224.0K +123.7K (+123.3%) 0.06% +0.016 pp 0.00% +0.000 pp USD12.77 -0.2% 5 qtrs
49 SG AMERICAS SECURITIES, LLC 16.9K -1.9K (-9.9%) 216.0K -67.0K (-23.7%) 0.06% -0.030 pp 0.00% -0.001 pp USD15.10 -15.6% 2 qtrs
50 TWO SIGMA INVESTMENTS, LP 16.6K -55.0K (-76.9%) 211.0K -869.9K (-80.5%) 0.06% -0.274 pp 0.00% -0.001 pp USD13.12 -2.9% 3 qtrs
51 MARINER, LLC 16.0K +16.0K (+100.0%) 204.4K +204.4K (+100.0%) 0.05% +0.054 pp 0.00% +0.000 pp USD12.74 +0.0% 1 qtrs NEW
52 SCHONFELD STRATEGIC ADVISORS LLC 14.8K +14.8K (+100.0%) 188.7K +188.7K (+100.0%) 0.05% +0.049 pp 0.00% +0.001 pp USD12.74 +0.0% 1 qtrs NEW
53 BLAIR WILLIAM & CO/IL 14.7K +14.7K (+100.0%) 187.3K +187.3K (+100.0%) 0.05% +0.049 pp 0.00% +0.001 pp USD12.74 +0.0% 1 qtrs NEW
54 CETERA INVESTMENT ADVISERS 14.5K +3.9K (+37.1%) 185.1K +25.0K (+15.6%) 0.05% 0.000 pp 0.00% +0.000 pp USD14.46 -11.9% 2 qtrs
55 BAIRD FINANCIAL GROUP, INC. 14.4K -2.8K (-16.5%) 183.6K -76.9K (-29.5%) 0.05% -0.031 pp 0.00% 0.000 pp USD15.10 -15.6% 2 qtrs
56 BANK OF MONTREAL /CAN/ 14.1K +14.1K (+100.0%) 179.1K +179.1K (+100.0%) 0.05% +0.047 pp 0.00% +0.000 pp USD12.74 +0.0% 1 qtrs NEW
57 ENVESTNET ASSET MANAGEMENT INC 13.5K +13.5K (+100.0%) 172.4K +172.4K (+100.0%) 0.05% +0.045 pp 0.00% +0.000 pp USD12.74 +0.0% 1 qtrs NEW
58 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 12.5K +— (+0.0%) 159.3K -29.5K (-15.6%) 0.04% -0.016 pp 0.00% +0.000 pp USD8.57 +48.7% 3 qtrs
59 BANK OF AMERICA CORP /DE/ 12.4K -4.8K (-28.0%) 158.5K -102.4K (-39.2%) 0.04% -0.038 pp 0.00% +0.000 pp USD12.41 +2.7% 7 qtrs
60 WORTH VENTURE PARTNERS, LLC 11.7K -3.3K (-22.0%) 149.1K -77.4K (-34.2%) 0.04% -0.030 pp 1.08% +0.416 pp USD15.10 -15.6% 2 qtrs
61 CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD 11.7K +2.1K (+22.2%) 148.4K +4.5K (+3.1%) 0.04% -0.005 pp 0.04% -0.064 pp USD9.33 +36.5% 3 qtrs
62 JEFFERIES FINANCIAL GROUP INC. 10.9K +10.9K (+100.0%) 139.0K +139.0K (+100.0%) 0.04% +0.036 pp 0.00% +0.001 pp USD12.74 +0.0% 1 qtrs NEW
63 COMMONWEALTH EQUITY SERVICES, LLC 10.6K +10.6K (+100.0%) 134.9K +134.9K (+100.0%) 0.04% +0.035 pp 0.00% +0.000 pp USD12.74 +0.0% 1 qtrs NEW
64 U.S. CAPITAL WEALTH ADVISORS, LLC 10.2K +10.2K (+100.0%) 129.9K +129.9K (+100.0%) 0.03% +0.034 pp 0.00% +0.003 pp USD12.74 +0.0% 1 qtrs NEW
65 BRIDGEWAY CAPITAL MANAGEMENT, LLC 10.0K +10.0K (+100.0%) 127.4K +127.4K (+100.0%) 0.03% +0.033 pp 0.00% +0.003 pp USD12.74 +0.0% 1 qtrs NEW
66 CAPTION MANAGEMENT, LLC 10.0K +10.0K (+100.0%) 127.4K +127.4K (+100.0%) 0.03% +0.033 pp 0.00% +0.001 pp USD12.74 +0.0% 1 qtrs NEW
67 OPAL WEALTH ADVISORS, LLC 10.0K +10.0K (+100.0%) 127.4K +127.4K (+100.0%) 0.03% +0.033 pp 0.03% +0.033 pp USD12.74 +0.0% 1 qtrs NEW
68 CITIGROUP INC 8.1K +8.1K (+100.0%) 103.5K +103.5K (+100.0%) 0.03% +0.027 pp 0.00% +0.000 pp USD12.74 +0.0% 1 qtrs NEW
69 SBI SECURITIES CO., LTD. 7.9K -12.3K (-60.8%) 101.1K -204.6K (-66.9%) 0.03% -0.067 pp 0.00% -0.005 pp USD10.80 +18.0% 5 qtrs
70 CIBC PRIVATE WEALTH GROUP, LLC 7.0K +— (+0.0%) 89.2K -16.5K (-15.6%) 0.02% -0.009 pp 0.00% +0.000 pp USD13.48 -5.5% 5 qtrs
71 ROCKEFELLER CAPITAL MANAGEMENT L.P. 6.2K +2.2K (+54.2%) 78.6K +18.2K (+30.1%) 0.02% +0.002 pp 0.00% +0.000 pp USD14.27 -10.7% 2 qtrs
72 WELLS FARGO & COMPANY/MN 5.1K +756.0 (+17.3%) 65.3K -674.0 (-1.0%) 0.02% -0.003 pp 0.00% +0.000 pp USD15.02 -15.2% 5 qtrs
73 5.0K +5.0K (+100.0%) 63.7K +63.7K (+100.0%) 0.02% +0.017 pp 0.06% +0.063 pp USD12.74 +0.0% 1 qtrs NEW
74 NEWEDGE ADVISORS, LLC 5.0K +— (+0.0%) 63.7K -11.8K (-15.6%) 0.02% -0.006 pp 0.00% 0.000 pp USD16.82 -24.3% 5 qtrs
75 ALLWORTH FINANCIAL LP 4.3K -25.7K (-85.7%) 54.5K -397.8K (-88.0%) 0.01% -0.123 pp 0.00% -0.002 pp USD11.93 +6.8% 3 qtrs
76 EDMOND DE ROTHSCHILD HOLDING S.A. 4.3K +— (+0.0%) 54.4K -10.0K (-15.5%) 0.01% -0.005 pp 0.00% 0.000 pp USD6.40 +99.1% 4 qtrs
77 TOWER RESEARCH CAPITAL LLC (TRC) 4.3K -479.0 (-10.1%) 54.4K -17.3K (-24.1%) 0.01% -0.008 pp 0.00% -0.001 pp USD8.70 +46.4% 6 qtrs
78 SIGNATUREFD, LLC 3.0K +— (+0.0%) 38.2K -7.1K (-15.6%) 0.01% -0.004 pp 0.00% 0.000 pp USD11.18 +14.0% 5 qtrs
79 JONES FINANCIAL COMPANIES LLLP 2.8K -180.0 (-6.0%) 36.1K -2.8K (-7.2%) 0.01% -0.004 pp 0.00% +0.000 pp USD11.98 +6.3% 5 qtrs
80 MAI CAPITAL MANAGEMENT 2.2K +1.0K (+82.9%) 28.1K +9.9K (+54.3%) 0.01% +0.002 pp 0.00% +0.000 pp USD14.97 -14.9% 5 qtrs
81 STATE OF WYOMING 1.5K +1.5K (+100.0%) 19.2K +19.2K (+100.0%) 0.01% +0.005 pp 0.00% +0.002 pp USD12.74 +0.0% 1 qtrs NEW
82 PNC FINANCIAL SERVICES GROUP, INC. 1.5K +1.0K (+200.0%) 19.1K +11.6K (+153.1%) 0.01% +0.003 pp 0.00% +0.000 pp USD13.53 -5.8% 2 qtrs
83 QUEST PARTNERS LLC 1.2K -35.8K (-96.7%) 15.6K -542.8K (-97.2%) 0.00% -0.166 pp 0.00% -0.036 pp USD15.10 -15.6% 2 qtrs
84 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1.2K +1.2K (+100.0%) 14.7K +14.7K (+100.0%) 0.00% +0.004 pp 0.00% +0.001 pp USD12.74 +0.0% 1 qtrs NEW
85 GROVE BANK & TRUST 1.0K +1.0K (+100.0%) 12.7K +12.7K (+100.0%) 0.00% +0.003 pp 0.00% +0.001 pp USD12.74 +0.0% 1 qtrs NEW
86 PRESTIGE WEALTH MANAGEMENT GROUP LLC 979.00 +— (+0.0%) 12.5K -2.3K (-15.6%) 0.00% -0.001 pp 0.00% -0.001 pp USD15.10 -15.6% 2 qtrs
87 CWM, LLC 542.00 +542.0 (+100.0%) 7.0K +7.0K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD12.74 +0.0% 1 qtrs NEW
88 IFP ADVISORS, INC 482.00 +30.0 (+6.6%) 6.1K -684.0 (-10.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD14.95 -14.8% 2 qtrs
89 LARSON FINANCIAL GROUP LLC 390.00 +— (+0.0%) 5.0K -920.0 (-15.6%) 0.00% -0.001 pp 0.00% +0.000 pp USD15.10 -15.6% 2 qtrs
90 PHYSICIAN WEALTH ADVISORS, INC. 223.00 +58.0 (+35.2%) 2.8K +350.0 (+14.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.65 +32.0% 3 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.75
Bullish
Ratio by volume
3.00
Bullish
Buys
7
Sells
4
Shares acquired
555.9K
Shares disposed
35.8K
Cash buys
Cash sales
4.00
Net activity
+520,115
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
2026-03-16 Wright Stacy Rochelle Officer S-Sale D Common Stock 13,750 18.57 255.3K 96,250 D
2026-03-16 Rich Sanford Director S-Sale D Common Stock 980 20.20 19.8K 205,925 D
2026-03-16 Hoff Brian Joseph Officer S-Sale D Common Stock 11,413 18.59 212.2K 514,062 D
2026-03-16 Camden Andrew Ross Officer S-Sale D Common Stock 9,625 18.57 178.8K 356,375 D
2026-03-13 Thompson Jeffrey M Director A-Award A Common Stock 1,961 0.00 342,561 D
2026-03-13 Rich Sanford Director A-Award A Common Stock 1,961 0.00 206,905 D
2026-03-13 Lowry Robert Paul Director A-Award A Common Stock 1,961 0.00 7,409 I
2026-01-23 Wright Stacy Rochelle Officer A-Award A Common Stock 110,000 0.00 110,000 D
2026-01-23 Hoff Brian Joseph Officer A-Award A Common Stock 110,000 0.00 525,475 D
2026-01-23 Evans Allan Thomas Director / Officer A-Award A Common Stock 220,000 0.00 1,423,650 I
2026-01-23 Camden Andrew Ross Officer A-Award A Common Stock 110,000 0.00 366,000 D
2025-12-31 Thompson Jeffrey M Director A-Award A Common Stock 3,140 0.00 340,600 D
2025-12-31 Lowry Robert Paul Director A-Award A Common Stock 3,140 0.00 5,448 I
2025-12-31 Colon Cristina Director A-Award A Common Stock 3,140 0.00 55,852 D
2025-12-29 Rich Sanford Director S-Sale D Common Stock 11,087 1.99 22.1K 204,944 D
2025-12-29 Lowry Robert Paul Director M-Exempt A Common Stock 32,895 1.99 65.5K 155,635 D
2025-12-29 Evans Allan Thomas Director / Officer S-Sale D Common Stock 11,087 1.99 22.1K 165,491 D
2025-12-12 Hoff Brian Joseph Officer S-Sale D Common Stock 75,000 10.31 773.6K 415,475 D
2025-12-12 Camden Andrew Ross Officer S-Sale D Common Stock 50,000 10.32 515.8K 256,000 D
2025-11-20 Hoff Brian Joseph Officer A-Award A Common Stock 125,000 0.00 499,225 D
2025-11-20 Evans Allan Thomas Director / Officer A-Award A Common Stock 250,000 0.00 1,203,650 I
2025-11-20 Colon Cristina Director S-Sale D Common Stock 8,268 9.06 74.9K 52,712 D
2025-11-20 Camden Andrew Ross Officer A-Award A Common Stock 125,000 0.00 314,750 D
2025-08-21 Hoff Brian Joseph Officer S-Sale D Common Stock 33,750 10.21 344.5K 374,225 D
2025-08-21 Camden Andrew Ross Officer S-Sale D Common Stock 35,000 10.21 357.3K 189,750 D
2025-08-20 Hoff Brian Joseph Officer S-Sale D Common Stock 8,750 9.80 85.8K 407,975 D
2025-08-20 Camden Andrew Ross Officer S-Sale D Common Stock 8,750 9.80 85.8K 224,750 D
2025-08-19 Thompson Jeffrey M Director A-Award A Common Stock 2,308 0.00 337,460 D
2025-08-19 Rich Sanford Director A-Award A Common Stock 2,308 0.00 150,242 D
2025-08-19 Lowry Robert Paul Director A-Award A Common Stock 2,308 0.00 2,308 I
2025-08-19 Colon Cristina Director A-Award A Common Stock 2,308 0.00 60,980 D
2025-06-30 Hoff Brian Joseph Officer A-Award A Common Stock 75,000 0.00 416,725 D
2025-06-30 Evans Allan Thomas Director / Officer A-Award A Common Stock 175,000 0.00 953,650 I
2025-06-30 Camden Andrew Ross Officer A-Award A Common Stock 75,000 0.00 233,500 D
2025-06-16 Camden Andrew Ross Officer S-Sale D Common Stock 25,000 10.00 250.0K 158,500 D
2025-05-20 Hoff Brian Joseph Officer S-Sale D Common Stock 17,500 5.41 94.6K 341,725 D
2025-05-20 Camden Andrew Ross Officer S-Sale D Common Stock 17,500 5.42 94.9K 183,500 D
2025-05-19 Thompson Jeffrey M Director A-Award A Common Stock 8,334 0.00 335,152 D
2025-05-19 Rich Sanford Director A-Award A Common Stock 8,334 0.00 147,934 D
2025-05-19 Lowry Robert Paul Director A-Award A Common Stock 8,334 0.00 122,740 D
2025-05-19 Colon Cristina Director A-Award A Common Stock 8,334 0.00 58,672 D
2025-05-07 Rich Sanford Director A-Award A Common Stock 20,000 5.00 100.0K 139,600 D
2025-05-07 Lowry Robert Paul Director A-Award A Common Stock 40,000 5.00 200.0K 114,406 D
2025-05-07 Evans Allan Thomas Director / Officer A-Award A Common Stock 20,000 5.00 100.0K 110,789 D
2025-05-07 Colon Cristina Director A-Award A Common Stock 4,000 5.00 20.0K 50,338 D
2025-04-22 Wright Stacy Rochelle Officer Stock Options (Right to Buy) 33,334 5.08 169.3K 0 D
2025-04-03 Hoff Brian Joseph Officer S-Sale D Common Stock 51,275 5.68 291.0K 391,725 D
2025-02-03 Hoff Brian Joseph Officer A-Award A Common Stock 100,000 0.00 443,000 D
2025-02-03 Evans Allan Thomas Director / Officer A-Award A Common Stock 200,000 0.00 778,650 I
2025-02-03 Camden Andrew Ross Officer A-Award A Common Stock 100,000 0.00 201,000 D
2025-01-14 Thompson Jeffrey M Director A-Award A Common Stock 834 0.00 326,818 D
2025-01-14 Rich Sanford Director A-Award A Common Stock 904 0.00 119,600 D
2025-01-14 Lowry Robert Paul Director A-Award A Common Stock 904 0.00 74,406 D
2025-01-14 Colon Cristina Director A-Award A Common Stock 904 0.00 46,338 D
2024-12-03 Thompson Jeffrey M Director S-Sale D Common Stock 40,000 12.65 506.1K 325,984 D
2024-11-05 Hoff Brian Joseph Officer A-Award A Common Stock 50,000 0.00 343,000 D
2024-11-05 Evans Allan Thomas Director / Officer A-Award A Common Stock 50,000 0.00 578,650 I
2024-11-05 Camden Andrew Ross Officer A-Award A Common Stock 50,000 0.00 101,000 D
2024-10-30 Rich Sanford Director P-Purchase A Common Stock 65,789 1.52 100.0K 118,696 D
2024-10-30 Lowry Robert Paul Director P-Purchase A Common Stock 32,895 1.52 50.0K 73,502 D
2024-10-30 Evans Allan Thomas Director / Officer P-Purchase A Common Stock 65,789 1.52 100.0K 90,789 D
2024-10-22 Thompson Jeffrey M Director A-Award A Common Stock 6,897 0.00 365,984 D
2024-10-22 Rich Sanford Director A-Award A Common Stock 7,472 0.00 52,907 D
2024-10-22 Lowry Robert Paul Director A-Award A Common Stock 7,472 0.00 40,607 D
2024-10-22 Colon Cristina Director A-Award A Common Stock 7,472 0.00 45,434 D
2024-07-29 Thompson Jeffrey M Director A-Award A Common Stock 5,587 0.00 359,087 D
2024-07-29 Rich Sanford Director A-Award A Common Stock 6,052 0.00 43,135 D
2024-07-29 Lowry Robert Paul Director A-Award A Common Stock 6,052 0.00 33,135 D
2024-07-29 Colon Cristina Director A-Award A Common Stock 6,052 0.00 37,962 D
2024-07-22 Red Cat Holdings, Inc. 10% Owner D-Return D 8% Promissory Note 4,000,000 0.00 0
2024-07-19 Red Cat Holdings, Inc. 10% Owner A-Award A 8% Promissory Note 2,000,000 0.00 4,000,000
2024-05-02 Evans Allan Thomas Director / Officer A-Award A Common Stock 40,650 1.23 50.0K 528,650 I
2024-04-30 Wright Stacy Rochelle Officer Stock Options (Right to Buy) 37,500 1.20 45.0K 0 D
2024-04-30 Hoff Brian Joseph Officer A-Award A Common Stock 293,000 1.20 351.6K 293,000 D
2024-04-30 Evans Allan Thomas Director / Officer A-Award A Common Stock 488,000 1.20 585.6K 488,000 I
2024-04-30 Camden Andrew Ross Officer A-Award A Common Stock 50,000 1.20 60.0K 50,000 D
2024-02-16 Red Cat Holdings, Inc. 10% Owner D Common Stock 0 0.00 4,250,000

Executive team

Top executives
EBIT / Employee
-1.8K
Shares Outstanding
38.89M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Allan Evans Chief Executive Officer 250.0K 131.0K 733.6K 1.11M 65.82%
2 2024 Brian Hoff Chief Financial Officer 250.0K 121.2K 449.6K 820.8K 54.77%
3 2024 Andrew Camden Chief Operating Officer 167.1K 6.7K 158.0K 331.8K 47.62%
4 2023 Brandon Torres Declet Former Chief Executive Officer 229.2K 64.3K 62.5K 356.0K 18.07%
5 2023 Brian Hoff Chief Financial Officer 250.0K 250.0K 0.00%
6 2023 Andrew Camden Chief Operating Officer 90.0K 90.0K 0.00%
7 2023 Allan Evans Chief Executive Officer 20.8K 20.8K 0.00%
8 2022 Brandon Torres Declet Former Chief Executive Officer 80.0K 80.0K 0.00%
9 2022 Brian Hoff Chief Financial Officer 41.7K 41.7K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-12-04 DEFA14A
2025-10-20 DEF 14A
2025-10-10 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-14 8-K
2026-05-14 10-Q
2026-05-11 8-K
2026-05-05 8-K
2026-04-21 8-K
2026-04-10 8-K
2026-04-07 8-K
2026-03-31 8-K
2026-03-23 8-K
2026-03-20 424B5

Executive team

NameTitleCompensationGender
Allan Thomas Evans Chief Executive Officer & Chairman 283.0K
Brian Hoff Chief Financial Officer 257.4K male
Andrew Camden President & COO 235.4K male
Stacy Wright Chief Revenue Officer female
Tim Manton Corporate Controller
ESG Rating
B
SHELL COMPANIES
Rank: 226 out of 242
2026
E (Environmental)
73.3 / 63.7
Company / Sector avg.
S (Social)
61.9 / 62.9
Company / Sector avg.
G (Governance)
72.1 / 62.8
Company / Sector avg.
ESG Total
69.1 / 63.2
Company / Sector avg.
ESG Score History SHELL COMPANIES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits