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Upexi, Inc. (UPXI)
USD0.87
+0.03 (+3.91%)
US NASDAQ Consumer Defensive Household & Personal Products
Address
3030 North Rocky Point Drive Suite 420 33607
Tampa, FL, US
Tampa, FL, US
CEO
Allan Marshall
Website
upexi.com
IPO
2021-06-23
CIK 1775194 ISIN US39959A2050
Also trades on
NASDAQ Capital Market · GRVI (USD)
NASDAQ Capital Market · UPXI (USD)
Description
Upexi, Inc. engages in the development, manufacture, and distribution of consumer products. It offers nail grinder and healthy all-natural pet supplements under the LuckyTail brand; energy solutions under the PRAX brand; functional mushrooms under the Cure Mushrooms brand; cannabinoid under the Moonwlkr brand; and gummies and other products under the Gumi Labs brand name. The company sells its products through direct-to-consumer network, wholesale partnerships, and third-party platform. It also focuses on cryptocurrency industry and management of cash assets. The company was formerly known as Grove, Inc. and changed its name to Upexi, Inc. in August 2022. Upexi, Inc. was incorporated in 2018 and is headquartered in Tampa, Florida.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD0.87
+0.03 (+3.91%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
-0.33
Float Shares
57.36M
Free Float %
82.7%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -8.16% | -3.57% | +22.73% | +81.57% | -60.06% | -19.64% | -87.31% | -98.09% | -98.79% | -98.79% | -98.79% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (4 ratings, all time)
Buy
Price Targets & DCF
Current price
0.87
Low
2.00
+129.9%
Consensus
5.00
+474.8%
Median
5.00
+474.8%
High
8.00
+819.6%
Ratings Trend (MoM)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 2 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 3 |
5.33
+512.7%
|
| All Time | 3 |
5.33
+512.7%
|
Quality scores
Altman Z-Score
-2.10
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Household & Personal Products: +3.3%-39.2% Q1'26: +44.2% (vs Q1'25)
-
EPS growth Household & Personal Products: +8.8%+92.8% ★ Q1'26: +41.8% (vs Q1'25)
-
FCF margin FCF growth · Household & Personal Products: +44.8%-74.3% Q1'26: -272.6% (vs Q1'25)
-
EBIT margin Household & Personal Products: +9.9%-81.4% Q1'26: +0.0% (vs Q1'25)
-
ROIC Household & Personal Products: +8.2%-11.2% Q1'26: +0.0% (vs Q1'25)
-
Share dilution Household & Personal Products: +0.2%+670.5% Q1'26: +4,801.8% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Household & Personal Products: -0.51×-2.29× Q1'26: -0.57× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
Jun 2022 actual |
Jun 2023 actual |
Jun 2024 actual |
Jun 2025 actual |
Jun 2026 1 Rev. Ana. 1 EPS Ana. |
Jun 2027 2 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|
| Revenue |
23.07M
est: 45.80M (-49.6%)
|
36.44M
est: 88.56M (-58.8%)
|
26.00M
est: 78.89M (-67.0%)
|
15.81M
est: 15.53M (+1.8%)
|
11.70M
10.53M – 12.87M
-24.7% YoY
|
10.60M
8.60M – 12.60M
-9.4% YoY
|
| EBITDA |
-3.76M
est: -12.27M (+69.4%)
|
-5.05M
est: -23.73M (+78.7%)
|
-9.72M
est: -21.14M (+54.0%)
|
-12.12M
est: -4.16M (-191.2%)
|
-3.13M
-3.45M – -2.82M
+24.7% YoY
|
-2.84M
-3.37M – -2.31M
+9.4% YoY
|
| EBIT |
-6.49M
est: -16.36M (+60.3%)
|
-8.53M
est: -31.63M (+73.0%)
|
-13.40M
est: -28.18M (+52.5%)
|
-12.88M
est: -5.55M (-132.1%)
|
-4.18M
-4.60M – -3.76M
+24.7% YoY
|
-3.79M
-4.50M – -3.07M
+9.4% YoY
|
| Net Income |
-2.10M
est: 11.08M (-119.0%)
|
-16.93M
est: -31.66M (+46.5%)
|
-23.66M
est: -77.56M (+69.5%)
|
-13.68M
est: -6.85M (-99.9%)
|
-15.35M
-17.35M – -13.36M
-124.3% YoY
|
-4.04M
-7.22M – -849.8K
+73.7% YoY
|
| SGA |
19.80M
est: 39.27M (-49.6%)
|
26.07M
est: 75.92M (-65.7%)
|
22.54M
est: 67.64M (-66.7%)
|
22.99M
est: 13.32M (+72.6%)
|
10.03M
9.03M – 11.03M
-24.7% YoY
|
9.09M
7.38M – 10.80M
-9.4% YoY
|
| EPS |
-0.13
est: 1.40 (-109.3%)
|
-16.46
est: -4.00 (-311.5%)
|
-24.16
est: -9.80 (-146.5%)
|
-1.73
est: -0.87 (-100.0%)
|
-1.94
-2.19 – -1.69
-124.3% YoY
|
-0.51
-0.91 – -0.11
+73.7% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-08 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-07 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-06 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-05 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-04 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-01 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-30 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-29 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-28 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-27 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-24 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-23 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-22 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-21 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-20 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-17 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-16 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-9.04M
OE per share TTM
-0.63
Owner's Yield
-10.11%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
19.5%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
12
Total invested
1.03M
Insider transactions (90d)
1
Beneficial owners (>5%)
2
Beneficial owners (>5%)
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
12
-58 vs prev Q
New positions
3
Closed positions
55
Increased
5
Reduced
2
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 | — | 70.7K +70.7K (+100.0%) | 118.81M +118.8M (+100.0%) | 0.12% +0.116 pp | 0.00% +0.001 pp | USD1.68 +0.0% | 1 qtrs NEW |
| 2 | NVERSES CAPITAL, LLC | 10.0K +10.0K (+100.0%) | 16.88M +16.9M (+100.0%) | 0.02% +0.017 pp | 0.04% +0.038 pp | USD1.68 +0.0% | 1 qtrs NEW |
| 3 | MAREX GROUP PLC | 2.51M +1.9M (+289.2%) | 4.21M +495.2K (+13.3%) | 4.12% +2.958 pp | 0.03% +0.000 pp | USD2.73 -38.5% | 2 qtrs — |
| 4 | MMCAP INTERNATIONAL INC. SPC | 2.33M +1.6M (+203.4%) | 3.91M -516.2K (-11.7%) | 3.83% +2.439 pp | 0.39% -0.124 pp | USD3.03 -44.6% | 2 qtrs — |
| 5 | MILLENNIUM MANAGEMENT LLC | 846.5K +480.6K (+131.3%) | 1.42M -689.4K (-32.6%) | 1.39% +0.730 pp | 0.00% 0.000 pp | USD2.24 -25.0% | 3 qtrs — |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 798.9K -1.1M (-58.4%) | 1.34M -9.7M (-87.9%) | 1.31% -2.157 pp | 0.00% -0.001 pp | USD5.36 -68.7% | 3 qtrs — |
| 7 | QUBE RESEARCH & TECHNOLOGIES LTD | 744.4K +744.4K (+100.0%) | 1.25M +1.3M (+100.0%) | 1.22% +1.224 pp | 0.00% +0.001 pp | USD1.68 +0.0% | 1 qtrs NEW |
| 8 | GROUP ONE TRADING, L.P. | 728.9K +728.9K (+100.0%) | 1.22M +1.2M (+100.0%) | 1.20% +1.198 pp | 0.00% +0.002 pp | USD1.68 +0.0% | 3 qtrs — |
| 9 | VANGUARD GROUP INC | 710.7K +— (+0.0%) | 1.19M -2.9M (-70.9%) | 1.17% -0.116 pp | 0.00% +0.000 pp | USD3.80 -55.8% | 3 qtrs — |
| 10 | BLACKROCK, INC. | 681.3K -729.0 (-0.1%) | 1.14M -2.8M (-70.9%) | 1.12% -0.112 pp | 0.00% +0.000 pp | USD5.77 -70.9% | 2 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 499.6K +41.3K (+9.0%) | 839.8K -1.8M (-68.3%) | 0.82% -0.007 pp | 0.00% 0.000 pp | USD3.56 -52.8% | 3 qtrs — |
| 12 | UBS GROUP AG | 479.9K -277.4K (-36.6%) | 806.2K -3.6M (-81.5%) | 0.79% -0.579 pp | 0.00% -0.001 pp | USD5.64 -70.2% | 5 qtrs — |
| 13 | ADVISOR GROUP HOLDINGS, INC. | 445.0K +426.2K (+2,271.7%) | 747.5K +614.9K (+463.8%) | 0.73% +0.698 pp | 0.00% +0.001 pp | USD1.83 -8.2% | 3 qtrs — |
| 14 | POINT72 ASSET MANAGEMENT, L.P. | 406.3K +406.3K (+100.0%) | 682.5K +682.5K (+100.0%) | 0.67% +0.668 pp | 0.00% +0.001 pp | USD1.68 +0.0% | 1 qtrs NEW |
| 15 | CITADEL ADVISORS LLC | 399.7K -743.8K (-65.0%) | 671.5K -5.9M (-89.8%) | 0.66% -1.409 pp | 0.00% -0.001 pp | USD5.60 -70.0% | 3 qtrs — |
| 16 | QUADRATURE CAPITAL LTD | 361.7K +361.7K (+100.0%) | 607.6K +607.6K (+100.0%) | 0.59% +0.595 pp | 0.01% +0.006 pp | USD1.68 +0.0% | 1 qtrs NEW |
| 17 | BALYASNY ASSET MANAGEMENT L.P. | 279.6K +279.6K (+100.0%) | 469.7K +469.7K (+100.0%) | 0.46% +0.460 pp | 0.00% +0.001 pp | USD1.68 +0.0% | 1 qtrs NEW |
| 18 | STATE STREET CORP | 192.0K +— (+0.0%) | 322.6K -785.4K (-70.9%) | 0.32% -0.031 pp | 0.00% +0.000 pp | USD3.88 -56.7% | 3 qtrs — |
| 19 | TWO SIGMA INVESTMENTS, LP | 174.8K +174.8K (+100.0%) | 293.6K +293.6K (+100.0%) | 0.29% +0.287 pp | 0.00% +0.000 pp | USD1.68 +0.0% | 1 qtrs NEW |
| 20 | CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 159.8K +159.8K (+100.0%) | 268.5K +268.5K (+100.0%) | 0.29% +0.289 pp | 0.07% +0.065 pp | USD1.68 +0.0% | 1 qtrs NEW |
| 21 | XTX TOPCO LTD | 152.9K +121.6K (+388.4%) | 256.8K +76.2K (+42.2%) | 0.25% +0.195 pp | 0.01% -0.003 pp | USD1.95 -13.8% | 3 qtrs — |
| 22 | JANE STREET GROUP, LLC | 138.8K -154.9K (-52.7%) | 233.2K -1.5M (-86.2%) | 0.25% -0.280 pp | 0.00% 0.000 pp | USD5.36 -68.7% | 3 qtrs — |
| 23 | MORGAN STANLEY | 137.8K -163.3K (-54.2%) | 231.5K -1.5M (-86.7%) | 0.23% -0.318 pp | 0.00% 0.000 pp | USD5.76 -70.8% | 4 qtrs — |
| 24 | ENGINEERS GATE MANAGER LP | 120.4K +107.1K (+808.1%) | 202.3K +125.8K (+164.4%) | 0.20% +0.174 pp | 0.00% +0.002 pp | USD2.13 -21.1% | 2 qtrs — |
| 25 | NATIONAL BANK OF CANADA /FI/ | 111.3K +96.5K (+652.0%) | 187.0K +101.6K (+119.0%) | 0.18% +0.156 pp | 0.00% +0.000 pp | USD1.85 -9.2% | 5 qtrs — |
| 26 | OMERS ADMINISTRATION CORP | 101.2K +101.2K (+100.0%) | 170.0K +170.0K (+100.0%) | 0.17% +0.166 pp | 0.00% +0.001 pp | USD1.68 +0.0% | 1 qtrs NEW |
| 27 | NORTHERN TRUST CORP | 89.6K +582.0 (+0.7%) | 150.5K -363.1K (-70.7%) | 0.15% -0.014 pp | 0.00% +0.000 pp | USD3.87 -56.6% | 3 qtrs — |
| 28 | SIMPLEX TRADING, LLC | 87.2K -179.9K (-67.4%) | 146.5K -1.4M (-90.5%) | 0.14% -0.339 pp | 0.00% -0.001 pp | USD5.18 -67.6% | 3 qtrs — |
| 29 | SHARIAPORTFOLIO, INC. | 79.8K -542.9K (-87.2%) | 134.1K -3.5M (-96.3%) | 0.14% -0.981 pp | 0.06% -1.318 pp | USD5.77 -70.9% | 2 qtrs — |
| 30 | SBI SECURITIES CO., LTD. | 69.1K -13.2K (-16.0%) | 116.1K -358.8K (-75.6%) | 0.11% -0.035 pp | 0.00% -0.009 pp | USD5.69 -70.5% | 5 qtrs — |
| 31 | ARISTIDES CAPITAL LLC | 59.3K +59.3K (+100.0%) | 99.7K +99.7K (+100.0%) | 0.11% +0.107 pp | 0.02% +0.018 pp | USD1.68 +0.0% | 1 qtrs NEW |
| 32 | GOLDMAN SACHS GROUP INC | 57.5K +29.5K (+105.7%) | 96.5K -64.6K (-40.1%) | 0.10% +0.053 pp | 0.00% +0.000 pp | USD3.67 -54.2% | 2 qtrs — |
| 33 | PHOENIX HOLDINGS LTD. | 52.0K -18.0K (-25.7%) | 87.3K -316.9K (-78.4%) | 0.09% -0.041 pp | 0.00% -0.004 pp | USD5.77 -70.9% | 2 qtrs — |
| 34 | TOWER RESEARCH CAPITAL LLC (TRC) | 33.9K +31.2K (+1,186.3%) | 56.9K +41.7K (+274.5%) | 0.06% +0.057 pp | 0.00% +0.001 pp | USD2.00 -16.0% | 5 qtrs — |
| 35 | COMMONWEALTH EQUITY SERVICES, LLC | 32.6K +1.3K (+4.2%) | 54.8K -126.2K (-69.7%) | 0.05% -0.003 pp | 0.00% 0.000 pp | USD4.41 -61.9% | 3 qtrs — |
| 36 | KEYSTONE FINANCIAL GROUP | 27.3K +27.3K (+100.0%) | 45.9K +45.9K (+100.0%) | 0.04% +0.045 pp | 0.00% +0.003 pp | USD1.68 +0.0% | 1 qtrs NEW |
| 37 | MILLINGTON FINANCIAL ADVISORS, LLC | 40.0K +20.0K (+100.0%) | 45.6K -84.0K (-64.8%) | 0.07% +0.030 pp | 0.02% -0.043 pp | USD2.33 -27.9% | 3 qtrs — |
| 38 | BANK OF AMERICA CORP /DE/ | 24.9K +11.2K (+81.5%) | 41.9K -37.3K (-47.1%) | 0.04% +0.016 pp | 0.00% +0.000 pp | USD3.89 -56.8% | 5 qtrs — |
| 39 | LPL FINANCIAL LLC | 24.4K +8.1K (+50.0%) | 40.9K -52.8K (-56.3%) | 0.04% +0.011 pp | 0.00% +0.000 pp | USD2.55 -34.1% | 3 qtrs — |
| 40 | NOMURA HOLDINGS INC | 24.0K +6.0K (+33.3%) | 40.3K -63.5K (-61.2%) | 0.04% +0.007 pp | 0.00% 0.000 pp | USD4.75 -64.6% | 2 qtrs — |
| 41 | CETERA INVESTMENT ADVISERS | 23.7K +6.5K (+38.2%) | 39.7K -59.0K (-59.8%) | 0.04% +0.008 pp | 0.00% 0.000 pp | USD4.64 -63.8% | 2 qtrs — |
| 42 | PRICE T ROWE ASSOCIATES INC /MD/ | 20.5K +20.5K (+100.0%) | 35.0K +35.0K (+100.0%) | 0.03% +0.034 pp | 0.00% +0.000 pp | USD1.68 +0.0% | 1 qtrs NEW |
| 43 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 18.2K +18.2K (+100.0%) | 30.5K +30.5K (+100.0%) | 0.03% +0.030 pp | 0.00% +0.001 pp | USD1.68 +0.0% | 1 qtrs NEW |
| 44 | TWO SIGMA SECURITIES, LLC | 18.2K +18.2K (+100.0%) | 30.5K +30.5K (+100.0%) | 0.03% +0.030 pp | 0.00% +0.004 pp | USD1.68 +0.0% | 1 qtrs NEW |
| 45 | GTS SECURITIES LLC | 16.5K +16.5K (+100.0%) | 27.8K +27.8K (+100.0%) | 0.03% +0.027 pp | 0.00% +0.001 pp | USD1.68 +0.0% | 1 qtrs NEW |
| 46 | CLEARSTEAD ADVISORS, LLC | 16.0K +16.0K (+100.0%) | 26.9K +26.9K (+100.0%) | 0.03% +0.026 pp | 0.00% +0.000 pp | USD1.68 +0.0% | 1 qtrs NEW |
| 47 | J.W. COLE ADVISORS, INC. | 15.1K -500.0 (-3.2%) | 25.4K -64.6K (-71.8%) | 0.02% -0.003 pp | 0.00% -0.001 pp | USD5.77 -70.9% | 2 qtrs — |
| 48 | WAVERLY ADVISORS, LLC | 13.7K +13.7K (+100.0%) | 23.1K +23.1K (+100.0%) | 0.02% +0.023 pp | 0.00% +0.000 pp | USD1.68 +0.0% | 1 qtrs NEW |
| 49 | GREAT VALLEY ADVISOR GROUP, INC. | 11.7K +1.0K (+9.3%) | 19.7K -42.1K (-68.2%) | 0.02% 0.000 pp | 0.00% -0.001 pp | USD5.42 -69.0% | 2 qtrs — |
| 50 | SMITH THORNTON ADVISORS LLC | 11.0K +11.0K (+100.0%) | 18.5K +18.5K (+100.0%) | 0.02% +0.020 pp | 0.01% +0.009 pp | USD1.68 +0.0% | 1 qtrs NEW |
| 51 | PRIVATE ADVISOR GROUP, LLC | 10.7K +10.7K (+100.0%) | 18.0K +18.0K (+100.0%) | 0.02% +0.018 pp | 0.00% +0.000 pp | USD1.68 +0.0% | 1 qtrs NEW |
| 52 | WINTON GROUP LTD | 10.6K +10.6K (+100.0%) | 17.8K +17.8K (+100.0%) | 0.02% +0.017 pp | 0.00% +0.001 pp | USD1.68 +0.0% | 1 qtrs NEW |
| 53 | JEFFERIES FINANCIAL GROUP INC. | 10.1K +10.1K (+100.0%) | 17.0K +17.0K (+100.0%) | 0.02% +0.017 pp | 0.00% +0.000 pp | USD1.68 +0.0% | 1 qtrs NEW |
| 54 | MARINER, LLC | 10.0K +— (+0.0%) | 16.8K -40.9K (-70.9%) | 0.02% -0.002 pp | 0.00% 0.000 pp | USD5.77 -70.9% | 2 qtrs — |
| 55 | ROSSBY FINANCIAL, LCC | 5.1K -16.7K (-76.6%) | 8.6K -133.8K (-94.0%) | 0.01% -0.031 pp | 0.00% -0.044 pp | USD5.77 -70.9% | 2 qtrs — |
| 56 | CIBC PRIVATE WEALTH GROUP, LLC | 4.0K +4.0K (+100.0%) | 6.7K +6.7K (+100.0%) | 0.01% +0.007 pp | 0.00% +0.000 pp | USD1.68 +0.0% | 1 qtrs NEW |
| 57 | GF FUND MANAGEMENT CO. LTD. | 1.6K -383.0 (-19.1%) | 2.7K -8.8K (-76.4%) | 0.00% -0.001 pp | 0.00% 0.000 pp | USD5.77 -70.9% | 2 qtrs — |
| 58 | ARMSTRONG ADVISORY GROUP, INC | 1.0K +— (+0.0%) | 1.7K -4.1K (-70.9%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD5.77 -70.9% | 2 qtrs — |
| 59 | MAI CAPITAL MANAGEMENT | 875.00 +— (+0.0%) | 1.5K -3.6K (-70.9%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD5.77 -70.9% | 2 qtrs — |
| 60 | SIGNATUREFD, LLC | 113.00 +— (+0.0%) | 190.00 -462.0 (-70.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD2.97 -43.4% | 3 qtrs — |
| 61 | FARTHER FINANCE ADVISORS, LLC | 32.00 -1.5K (-97.9%) | 54.00 -8.8K (-99.4%) | 0.00% -0.003 pp | 0.00% 0.000 pp | USD5.75 -70.8% | 3 qtrs — |
| 62 | ALYESKA INVESTMENT GROUP, L.P. | — -1.3M (-100.0%) | — -7.2M (-100.0%) | 0.00% -2.259 pp | 0.00% -0.022 pp | USD— | 2 qtrs SOLD |
| 63 | GSA CAPITAL PARTNERS LLP | — -11.4K (-100.0%) | — -66.0K (-100.0%) | 0.00% -0.021 pp | 0.00% -0.006 pp | USD— | 2 qtrs SOLD |
| 64 | FNY INVESTMENT ADVISERS, LLC | — -683.0 (-100.0%) | — -3.0K (-100.0%) | 0.00% -0.001 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
| 65 | JPMORGAN CHASE & CO | — -150.2K (-100.0%) | — -866.8K (-100.0%) | 0.00% -0.272 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 66 | KATHMERE CAPITAL MANAGEMENT, LLC | — -418.0K (-100.0%) | — -2.4M (-100.0%) | 0.00% -0.755 pp | 0.00% -0.171 pp | USD— | 3 qtrs SOLD |
| 67 | FMR LLC | — -5.0 (-100.0%) | — -29.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 68 | CLEAR STREET GROUP INC. | — -18.1K (-100.0%) | — -104.4K (-100.0%) | 0.00% -0.033 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 69 | NORTH STAR INVESTMENT MANAGEMENT CORP. | — -5.0K (-100.0%) | — -28.9K (-100.0%) | 0.00% -0.009 pp | 0.00% -0.002 pp | USD— | 3 qtrs SOLD |
| 70 | CITIGROUP INC | — -15.3K (-100.0%) | — -88.5K (-100.0%) | 0.00% -0.028 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 71 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | — -15.0K (-100.0%) | — -86.6K (-100.0%) | 0.00% -0.027 pp | 0.00% +0.000 pp | USD— | 3 qtrs SOLD |
| 72 | PARALLAX VOLATILITY ADVISERS, L.P. | — -50.0K (-100.0%) | — -288.5K (-100.0%) | 0.00% -0.090 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 73 | POLAR ASSET MANAGEMENT PARTNERS INC. | — -5.0M (-100.0%) | — -28.7M (-100.0%) | 0.00% -9.035 pp | 0.00% -0.322 pp | USD— | 2 qtrs SOLD |
| 74 | CAPITAL FUND MANAGEMENT S.A. | — -60.1K (-100.0%) | — -347.0K (-100.0%) | 0.00% -0.109 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
| 75 | CANTOR FITZGERALD, L. P. | — -50.0K (-100.0%) | — -288.5K (-100.0%) | 0.00% -0.090 pp | 0.00% -0.003 pp | USD— | 2 qtrs SOLD |
| 76 | ROYAL BANK OF CANADA | — -2.5K (-100.0%) | — -14.0K (-100.0%) | 0.00% -0.005 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 77 | BNP PARIBAS ARBITRAGE, SNC | — -74.5K (-100.0%) | — -429.7K (-100.0%) | 0.00% -0.135 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 78 | SCHONFELD STRATEGIC ADVISORS LLC | — -33.7K (-100.0%) | — -194.5K (-100.0%) | 0.00% -0.061 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
| 79 | SG AMERICAS SECURITIES, LLC | — -30.6K (-100.0%) | — -177.0K (-100.0%) | 0.00% -0.055 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
| 80 | BLUECREST CAPITAL MANAGEMENT LTD | — -70.6K (-100.0%) | — -407.2K (-100.0%) | 0.00% -0.128 pp | 0.00% -0.009 pp | USD— | 2 qtrs SOLD |
| 81 | BARCLAYS PLC | — -175.5K (-100.0%) | — -1.0M (-100.0%) | 0.00% -0.317 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 82 | SQUAREPOINT OPS LLC | — -27.1K (-100.0%) | — -156.2K (-100.0%) | 0.00% -0.049 pp | 0.00% 0.000 pp | USD— | 3 qtrs SOLD |
| 83 | BANK OF MONTREAL /CAN/ | — -41.3K (-100.0%) | — -238.3K (-100.0%) | 0.00% -0.075 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 84 | STRATEGIC INVESTMENT SOLUTIONS, INC. /IL | — -3.3K (-100.0%) | — -79.7K (-100.0%) | 0.00% -0.006 pp | 0.00% -0.021 pp | USD— | 2 qtrs SOLD |
| 85 | ARKADIOS WEALTH ADVISORS | — -10.0K (-100.0%) | — -57.7K (-100.0%) | 0.00% -0.018 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
| 86 | VALLEY NATIONAL ADVISERS INC | — -890.0 (-100.0%) | — -5.0K (-100.0%) | 0.00% -0.002 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
| 87 | VIRTU FINANCIAL LLC | — -40.5K (-100.0%) | — -233.0K (-100.0%) | 0.00% -0.073 pp | 0.00% -0.013 pp | USD— | 3 qtrs SOLD |
| 88 | WEALTH WATCH ADVISORS, INC | — -100.0 (-100.0%) | — -577.0 (-100.0%) | 0.00% 0.000 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 89 | AMERITAS ADVISORY SERVICES, LLC | — -4.5K (-100.0%) | — -26.0K (-100.0%) | 0.00% -0.008 pp | 0.00% -0.002 pp | USD— | 2 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 12 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Micro-Cap ETF IWC | 0.01% | 162.7K | 0.60% |
| 2 | Vanguard Extended Market ETF VXF | 0.00% | 682.4K | 0.05% |
| 3 | Vanguard U.S. Total Market Shares Index ETF VTS.AX | 0.00% | 6.9K | 0.03% |
| 4 | Vanguard U.S. Total Market Index ETF VUN.TO | 0.00% | 19.0K | 0.17% |
| 5 | Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO | 0.00% | 1.4K | 0.17% |
| 6 | Vanguard Total Stock Market ETF VTI | 0.00% | 3.24M | 0.03% |
| 7 | Vanguard All-Equity ETF Portfolio VEQT.TO | 0.00% | 7.1K | 0.22% |
| 8 | Vanguard Growth ETF Portfolio VGRO.TO | 0.00% | 3.9K | 0.22% |
| 9 | Vanguard Balanced ETF Portfolio VBAL.TO | 0.00% | 1.6K | 0.22% |
| 10 | Vanguard Conservative ETF Portfolio VCNS.TO | 0.00% | 172.12 | 0.22% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
0
Sells
0
Shares acquired
—
Shares disposed
—
Cash buys
—
Cash sales
—
Net activity
+0
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | Rudick Brian Benjamin | Officer | — | — | Warrant to purchase Common shares | 27,412 | 0.00 | — | 0 | D | ↗ |
| 2025-12-23 | MARSHALL ALLAN | Director / Officer | P-Purchase | A | Common Stock | 50,000 | 1.80 | 90.0K | 4,046,261 | D | ↗ |
| 2025-12-16 | MARSHALL ALLAN | Director / Officer | P-Purchase | A | Common Stock | 50,000 | 2.07 | 103.5K | 3,996,261 | D | ↗ |
| 2025-12-15 | MARSHALL ALLAN | Director / Officer | P-Purchase | A | Common Stock | 100,000 | 2.07 | 207.0K | 3,946,261 | D | ↗ |
| 2025-11-20 | Salkind Gene | Director | P-Purchase | A | Common Stock | 50,000 | 2.55 | 127.5K | 218,750 | I | ↗ |
| 2025-11-17 | Salkind Gene | Director | P-Purchase | A | Common Stock | 100,000 | 2.65 | 265.0K | 569,470 | D | ↗ |
| 2025-10-01 | Norstrud Andrew James | Director / Officer | A-Award | A | Common Stock | 240,000 | 0.00 | — | 0 | D | ↗ |
| 2025-10-01 | MARSHALL ALLAN | Director / Officer | A-Award | A | Common Stock | 1,600,000 | 0.00 | — | 3,846,261 | D | ↗ |
| 2025-07-22 | Dugan Lawrence | Director | P-Purchase | A | Common Stock | 4,000 | 7.50 | 30.0K | 116,389 | D | ↗ |
| 2025-07-16 | Williams Thomas Charles | Director | A-Award | A | Common Stock | 50,000 | 0.00 | — | 50,000 | D | ↗ |
| 2025-07-16 | Salkind Gene | Director / 10% Owner | A-Award | A | Common Stock | 50,000 | 0.00 | — | 435,370 | D | ↗ |
| 2025-07-16 | Rudick Brian Benjamin | Officer | A-Award | A | Common Stock | 400,000 | 0.00 | — | 838,597 | D | ↗ |
| 2025-07-16 | Norstrud Andrew James | Director / Officer | A-Award | A | Common Stock | 250,000 | 0.00 | — | 409,138 | D | ↗ |
| 2025-07-16 | MARSHALL ALLAN | Director / Officer / 10% Owner | A-Award | A | Common Stock | 1,200,000 | 0.00 | — | 2,246,261 | D | ↗ |
| 2025-07-16 | Dugan Lawrence | Director | A-Award | A | Common Stock | 50,000 | 0.00 | — | 101,389 | D | ↗ |
| 2025-07-15 | Dugan Lawrence | Director | P-Purchase | A | Common Stock | 1,000 | 5.17 | 5.2K | 1,389 | D | ↗ |
| 2025-07-11 | Salkind Gene | Director / 10% Owner | P-Purchase | A | Common Stock | 20,243 | 4.94 | 100.0K | 385,370 | D | ↗ |
| 2025-07-11 | MARSHALL ALLAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 161,943 | 4.94 | 800.0K | 1,046,261 | D | ↗ |
| 2025-05-29 | Rudick Brian Benjamin | Officer | — | — | Warrant to purchase Common shares | 21,930 | 2.28 | 50.0K | 0 | D | ↗ |
| 2025-05-23 | Rudick Brian Benjamin | Officer | — | — | Common Stock | 0 | 0.00 | — | 438,597 | D | ↗ |
| 2025-04-17 | Salkind Gene | Director / 10% Owner | A-Award | A | Options to buy common stock | 35,000 | 2.28 | 79.8K | 35,000 | D | ↗ |
| 2025-04-17 | Norstrud Andrew James | Director / Officer | P-Purchase | A | Common Stock | 43,860 | 2.28 | 100.0K | 59,138 | D | ↗ |
| 2025-04-17 | MARSHALL ALLAN | Director / Officer / 10% Owner | A-Award | A | Warrants to purchase Common Stock | 500,000 | 2.28 | 1.14M | 500,000 | D | ↗ |
| 2025-03-12 | MARSHALL ALLAN | Director / Officer / 10% Owner | P-Purchase | A | Convertible Preferred Stock | 125,000 | 2.60 | 325.0K | 125,000 | D | ↗ |
| 2025-01-17 | Williams Thomas Charles | Director | A-Award | A | Options to buy common stock | 25,000 | 3.46 | 86.5K | 25,000 | D | ↗ |
| 2025-01-17 | Salkind Gene | Director / 10% Owner | A-Award | A | Options to buy common stock | 25,000 | 3.46 | 86.5K | 25,000 | D | ↗ |
| 2025-01-17 | Dugan Lawrence | Director | A-Award | A | Options to buy common stock | 25,000 | 3.46 | 86.5K | 25,000 | D | ↗ |
| 2024-03-12 | MARSHALL ALLAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 64,150 | 0.57 | 36.6K | 2,939,654 | — | ↗ |
| 2024-03-11 | MARSHALL ALLAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 13,623 | 0.60 | 8.2K | 2,875,504 | — | ↗ |
| 2024-03-05 | MARSHALL ALLAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 103,013 | 0.70 | 72.1K | 2,861,881 | — | ↗ |
| 2023-12-15 | MARSHALL ALLAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 4,535 | 0.91 | 4.1K | 2,758,868 | — | ↗ |
| 2023-12-14 | MARSHALL ALLAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 8,381 | 0.98 | 8.2K | 2,767,249 | — | ↗ |
| 2023-12-07 | MARSHALL ALLAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 90,001 | 0.94 | 85.0K | 2,754,333 | — | ↗ |
| 2023-12-05 | MARSHALL ALLAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 19,296 | 0.84 | 16.3K | 2,664,332 | — | ↗ |
| 2023-12-04 | MARSHALL ALLAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 34,178 | 0.71 | 24.4K | 2,645,036 | — | ↗ |
| 2023-11-15 | MARSHALL ALLAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock Warrants | 375,000 | 1.10 | 412.5K | 2,458,333 | — | ↗ |
| 2023-08-17 | BAZAN ANTHONY P. | — | — | D | Employee Stock Option (right to buy) | 275,000 | 4.60 | 1.27M | 0 | — | ↗ |
| 2023-06-28 | MARSHALL ALLAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 24,000 | 2.26 | 54.2K | 2,690,803 | — | ↗ |
| 2023-06-27 | MARSHALL ALLAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 24,000 | 2.39 | 57.3K | 2,666,803 | — | ↗ |
| 2023-06-26 | MARSHALL ALLAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 23,952 | 2.43 | 58.3K | 2,642,803 | — | ↗ |
| 2023-06-23 | MARSHALL ALLAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 7,893 | 2.39 | 18.8K | 2,618,851 | — | ↗ |
| 2023-06-22 | MARSHALL ALLAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 100 | 2.28 | 227.50 | 2,610,958 | — | ↗ |
| 2023-05-22 | MARSHALL ALLAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 22,776 | 3.41 | 77.7K | 2,610,858 | — | ↗ |
| 2023-03-17 | MARSHALL ALLAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 4,095 | 4.41 | 18.1K | 2,588,082 | — | ↗ |
| 2023-03-16 | MARSHALL ALLAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 4,572 | 4.48 | 20.5K | 2,583,987 | — | ↗ |
| 2023-03-15 | MARSHALL ALLAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 4,334 | 4.33 | 18.8K | 2,579,415 | — | ↗ |
| 2022-12-16 | MARSHALL ALLAN | Director / Officer | P-Purchase | A | Common Stock | 4,578 | 3.59 | 16.4K | 2,575,081 | — | ↗ |
| 2022-12-15 | MARSHALL ALLAN | Director / Officer | P-Purchase | A | Common Stock | 2,725 | 3.66 | 10.0K | 2,570,503 | — | ↗ |
| 2022-12-14 | MARSHALL ALLAN | Director / Officer | P-Purchase | A | Common Stock | 10,000 | 3.75 | 37.5K | 2,567,778 | — | ↗ |
| 2022-12-09 | MARSHALL ALLAN | Director / Officer | P-Purchase | A | Common Stock | 12,000 | 4.11 | 49.3K | 2,557,778 | — | ↗ |
| 2022-12-01 | MARSHALL ALLAN | Director / Officer | P-Purchase | A | Common Stock | 18,475 | 3.96 | 73.2K | 2,545,778 | — | ↗ |
| 2022-09-30 | Williams Thomas Charles | Director | A-Award | A | Stock Option Grant (right to buy) | 50,000 | 0.00 | — | 50,000 | — | ↗ |
| 2022-09-30 | Salkind Gene | Director | A-Award | A | Stock Option Grant (right to buy) | 50,000 | 0.00 | — | 50,000 | — | ↗ |
| 2022-09-30 | Dugan Lawrence | Director | A-Award | A | Stock Option Grant (right to buy) | 50,000 | 0.00 | — | 50,000 | — | ↗ |
| 2022-03-30 | Salkind Gene | Director | P-Purchase | A | Common Stock | 125,000 | 4.00 | 500.0K | 125,000 | — | ↗ |
| 2021-08-30 | MARSHALL ALLAN | Director / Officer / 10% Owner | — | D | Preferred Stock | 277,778 | 0.00 | — | 0 | — | ↗ |
| 2021-08-26 | MARSHALL ALLAN | Director / Officer / 10% Owner | — | D | Preferred Stock | 277,778 | 0.00 | — | 0 | — | ↗ |
| 2021-07-21 | Williams Thomas Charles | Director | A-Award | A | Option Grant | 50,000 | 0.00 | — | 50,000 | — | ↗ |
| 2021-07-21 | Salkind Gene | Director / 10% Owner | A-Award | A | Option Grant | 50,000 | 0.00 | — | 50,000 | — | ↗ |
| 2021-07-21 | Norstrud Andrew James | Officer | A-Award | A | Option Grant | 200,000 | 0.00 | — | 200,000 | — | ↗ |
| 2021-07-21 | MARSHALL ALLAN | Director / Officer / 10% Owner | A-Award | A | Option Grant | 1,250,000 | 0.00 | — | 1,250,000 | — | ↗ |
| 2021-07-21 | Dugan Lawrence | Director | A-Award | A | Option Grant | 50,000 | 0.00 | — | 50,000 | — | ↗ |
| 2021-06-24 | Williams Thomas Charles | — | — | D | Director Stock Option Grant | 27,778 | 0.00 | — | 0 | — | ↗ |
| 2021-06-24 | Salkind Gene | Director / 10% Owner | — | D | Common Stock | 0 | 0.00 | — | 2,352,941 | — | ↗ |
| 2021-06-24 | Norstrud Andrew James | — | — | D | Employee Stock Option Grant | 388,888 | 0.00 | — | 0 | — | ↗ |
| 2021-06-24 | MARSHALL ALLAN | Director / Officer / 10% Owner | — | D | Employee Stock Option Grant | 833,333 | 0.00 | — | 0 | — | ↗ |
| 2021-06-24 | Hackett Robert | — | — | D | Common Stock | 0 | 0.00 | — | 1,444,444 | — | ↗ |
| 2021-06-24 | Dugan Lawrence | — | — | D | Director Stock Option Grant | 27,778 | 0.00 | — | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
-218.2K
Shares Outstanding
69.34M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Allan Marshall, CEO, and Director | 840.0K | 399.2K | 171.0K | 1.09M | — | — | 2.50M | 50.47% | ↗ |
| 2 | 2025 | Andrew Norstrud, Chief Financial Officer | 266.4K | 350.0K | 228.0K | — | — | — | 844.4K | 27.00% | ↗ |
| 3 | 2025 | Brian Rudick, Chief Strategy Officer | 25.4K | — | — | — | — | — | 25.4K | 0.00% | ↗ |
| 4 | 2024 | Allan Marshall, CEO, and Director | 840.0K | 250.8K | — | — | — | — | 1.09M | 0.00% | ↗ |
| 5 | 2024 | Andrew Norstrud, Chief Financial Officer | 250.0K | — | — | — | — | — | 250.0K | 0.00% | ↗ |
| 6 | 2023 | Allan Marshall, CEO, and Director | 840.0K | 341.1K | — | — | — | 90.0K | 1.27M | 0.00% | ↗ |
| 7 | 2023 | Andrew Norstrud, Chief Financial Officer | 250.0K | 150.0K | — | — | — | 30.0K | 430.0K | 0.00% | ↗ |
| 8 | 2023 | Anthony Bazan, COO | 294.8K | — | — | — | — | — | 294.8K | 0.00% | ↗ |
| 9 | 2022 | Allan Marshall, CEO, and Director | 840.0K | 1.10M | — | 2.98M | — | 90.0K | 5.00M | 59.51% | ↗ |
| 10 | 2022 | Andrew Norstrud, Chief Financial Officer | 250.0K | 200.0K | — | 476.4K | — | 30.0K | 956.4K | 49.81% | ↗ |
| 11 | 2022 | Robert Hackett, President* | 125.0K | 50.0K | — | — | — | — | 175.0K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Allan J. Marshall | Chief Executive Officer, President & Chairman of the Board | 1M | male |
| Andrew J. Norstrud | Chief Financial Officer & Director | 616.4K | male |
| Brian Benjamin Rudick | Chief Strategy Officer | 230.3K | male |
ESG Rating
ESG Score History INTERNET CONTENT & INFORMATION
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.
Community Opinion for UPXI
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.
