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Viemed Healthcare, Inc. (VMD)

USD12.12 +0.18 (+1.51%)
US NASDAQ Healthcare Medical - Care Facilities
Address 625 East Kaliste Saloom Road 70508
Lafayette, LA, US
CEO Casey Hoyt
Website viemed.com
IPO 2019-08-09
CIK 1729149 ISIN CA92663R1055

Explore sections of this company profile

Also trades on NASDAQ Capital Market · VMD (USD) Toronto Stock Exchange · VMD.TO (CAD)
Description

Viemed Healthcare, Inc., through its subsidiaries, provides home medical equipment (HME) and post-acute respiratory healthcare services in the United States. The company provides respiratory disease management solutions, including treatment of chronic obstructive pulmonary disease (COPD), which include non-invasive ventilation, percussion vests, and other therapies; and invasive and non-invasive ventilation and related equipment and supplies to patients suffering from COPD. It also sells and rents HME devices, such as non-invasive and invasive ventilators, positive airway pressure (PAP) machines, durable medical equipment, percussion vests, oxygen concentrators, and other medical equipment. In addition, the company provides neuromuscular care and oxygen therapy services; and sleep apnea management which provides sleep solutions and/or equipment, such as PAP, automatic continuous positive airway pressure, and bi-level positive airway pressure machines. Further, it offers in-home sleep apnea testing services; and breast pumps and related lactation equipment and supplies, including fulfillment and support services, as well as healthcare staffing and recruitment services. Viemed Healthcare, Inc. was founded in 2006 and is headquartered in Lafayette, Louisiana.

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
USD12.12 +0.18 (+1.51%)
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Volume Profile
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Liquidity & share structure
Average Volume
278.0K
Beta
1.10
Float Shares
30.53M
Free Float %
79.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.01% +5.86% -5.05% +10.66% +37.86% +21.53% +38.71% -13.01% +7.50% +403.46% +403.46%
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
12.12
DCF (Levered) 8.11 -33.1%

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 2026-03 Change
Strong Buy 0 0
Buy 2 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
6.64
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Care Facilities: +10.2%
    +20.5% Q1'26: +27.5% (vs Q1'25)
  • EPS growth Medical - Care Facilities: +19.2%
    +32.1% Q1'26: +6.3% (vs Q1'25)
  • FCF margin FCF growth · Medical - Care Facilities: +32.0%
    +4.8% Q1'26: +1.8% (vs Q1'25)
  • EBIT margin Medical - Care Facilities: +11.3%
    +8.5% Q1'26: +6.3% (vs Q1'25)
  • ROIC Medical - Care Facilities: +6.8%
    +11.1% Q1'26: +8.7% (vs Q1'25)
  • Share dilution Medical - Care Facilities: +0.0%
    +0.1% Q1'26: -2.7% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Care Facilities: 0.99×
    0.31× Q1'26: 0.25× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.15) × ERP
WACC = 96% × Ke + 4% × Kd (7.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 12.12
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 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Dec 2028
2 Rev. Ana.
1 EPS Ana.
Revenue
65.27M
est: 65.05M (+0.3%)
80.26M
est: 88.03M (-8.8%)
131.31M
est: 131.53M (-0.2%)
117.06M
est: 114.83M (+1.9%)
138.83M
est: 139.28M (-0.3%)
183.01M
est: 205.70M (-11.0%)
224.26M
est: 223.80M (+0.2%)
270.28M
est: 272.00M (-0.6%)
315.80M
315.53M – 316.07M
+16.1% YoY
359.95M
359.65M – 360.25M
+14.0% YoY
416.00M
414.28M – 417.73M
+15.6% YoY
EBITDA
13.89M
est: 13.68M (+1.5%)
15.51M
est: 18.52M (-16.2%)
36.45M
est: 27.66M (+31.8%)
24.13M
est: 24.15M (-0.1%)
24.82M
est: 27.57M (-10.0%)
36.68M
est: 39.69M (-7.6%)
42.31M
est: 43.18M (-2.0%)
51.56M
est: 52.48M (-1.8%)
60.94M
60.88M – 60.99M
+16.1% YoY
69.45M
69.40M – 69.51M
+14.0% YoY
80.27M
79.94M – 80.60M
+15.6% YoY
EBIT
10.11M
est: 6.98M (+44.7%)
9.11M
est: 9.45M (-3.6%)
26.87M
est: 14.12M (+90.3%)
12.82M
est: 12.33M (+4.0%)
9.19M
est: 15.81M (-41.9%)
14.82M
est: 17.16M (-13.7%)
16.95M
est: 18.67M (-9.2%)
22.95M
est: 22.69M (+1.1%)
26.35M
26.32M – 26.37M
+16.1% YoY
30.03M
30.00M – 30.05M
+14.0% YoY
34.70M
34.56M – 34.85M
+15.6% YoY
Net Income
10.18M
est: 10.61M (-4.1%)
8.53M
est: 10.61M (-19.6%)
31.53M
est: 23.77M (+32.7%)
9.13M
est: 9.28M (-1.7%)
6.22M
est: 10.22M (-39.1%)
10.24M
est: 10.03M (+2.1%)
11.27M
est: 11.43M (-1.4%)
14.93M
est: 16.19M (-7.8%)
19.19M
19.17M – 19.21M
+18.5% YoY
24.90M
24.88M – 24.93M
+29.8% YoY
34.70M
34.66M – 34.74M
+39.3% YoY
SGA
30.95M
est: 32.45M (-4.6%)
45.27M
est: 43.92M (+3.1%)
57.71M
est: 65.62M (-12.1%)
60.04M
est: 57.29M (+4.8%)
73.36M
est: 66.30M (+10.7%)
93.73M
est: 104.41M (-10.2%)
112.48M
est: 113.60M (-1.0%)
130.50M
est: 138.06M (-5.5%)
160.30M
160.16M – 160.43M
+16.1% YoY
182.71M
182.55M – 182.86M
+14.0% YoY
211.16M
210.28M – 212.03M
+15.6% YoY
EPS
0.27
est: 0.26 (+3.8%)
0.23
est: 0.26 (-11.5%)
0.86
est: 0.58 (+47.6%)
0.23
est: 0.23 (+1.1%)
0.15
est: 0.19 (-21.1%)
0.27
est: 0.25 (+9.8%)
0.29
est: 0.28 (+3.6%)
0.38
est: 0.40 (-4.2%)
0.47
0.47 – 0.47
+18.5% YoY
0.61
0.61 – 0.61
+29.8% YoY
0.85
0.85 – 0.85
+39.3% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 A- 4/5 4/5 4/5 5/5 3/5 2/5 3/5
2026-05-08 A- 4/5 4/5 4/5 5/5 3/5 2/5 3/5
2026-05-07 A- 4/5 4/5 4/5 5/5 3/5 2/5 3/5
2026-05-06 A- 4/5 4/5 4/5 5/5 3/5 2/5 3/5
2026-05-05 A- 4/5 4/5 4/5 5/5 3/5 2/5 3/5
2026-05-04 A 4/5 4/5 4/5 5/5 3/5 3/5 3/5
2026-05-01 A- 4/5 4/5 4/5 5/5 2/5 3/5 3/5
2026-04-30 A- 4/5 4/5 4/5 5/5 2/5 3/5 3/5
2026-04-29 A- 4/5 4/5 4/5 5/5 2/5 3/5 3/5
2026-04-28 A- 4/5 4/5 4/5 5/5 2/5 3/5 3/5
2026-04-27 A- 4/5 4/5 4/5 5/5 2/5 3/5 3/5
2026-04-24 A- 4/5 4/5 4/5 5/5 2/5 3/5 3/5
2026-04-23 A- 4/5 4/5 3/5 5/5 2/5 3/5 3/5
2026-04-22 A- 4/5 4/5 3/5 5/5 2/5 3/5 3/5
2026-04-21 A- 4/5 4/5 3/5 5/5 2/5 3/5 3/5
2026-04-20 A- 4/5 4/5 3/5 5/5 2/5 3/5 3/5
2026-04-17 A- 4/5 4/5 3/5 5/5 2/5 3/5 3/5
2026-04-16 A- 4/5 4/5 3/5 5/5 2/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
48.44M
OE per share TTM
1.20
Owner's Yield
12.99%
Maintenance CapEx ratio
4.16%
Maint CapEx / Avg PPE
41.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
29
Total invested
8.78M
Insider transactions (90d)
0
Beneficial owners (>5%)
10
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Thrivent Financial for Lutherans 3.63M 9.16% 36.3K 3.59M 36.3K IC, IA Wisconsin 2022-02-14
2 Casey Hoyt 2.78M 2.00% 2.78M 2.78M IN 2022-02-17
3 Claret Asset Management Corporation 2.39M 6.30% 2.39M 2.39M IA Canada 2020-01-15
4 (1)Names of reporting persons. BlackRock, Inc. 2.13M 5.60% 2.07M 2.13M HC Delaware 2024-02-02
5 Michael Moore 2.13M 2.00% 2.13M 2.13M 11.00 IN 2021-02-12
6 Daniel Mack 1.95M 5.10% 1.95M HC USA 2024-02-14
7 Nantahala Capital Management, LLC 1.95M 5.10% 1.95M IA MA 2024-02-14
8 Wilmot B. Harkey 1.95M 5.10% 1.95M HC USA 2024-02-14
9 2. 1.47M 3.78% IA Delaware 2022-06-28
10 CI Investments Inc. 0.00% FI, IA 2022-02-10

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
29
-102 vs prev Q
New positions
8
Closed positions
110
Increased
14
Reduced
7
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 4.63M -142.3K (-3.0%) 34.37M +2.0M (+6.2%) 11.97% -0.094 pp 0.00% +0.000 pp USD7.24 +2.6% 6 qtrs
2 FORAGER CAPITAL MANAGEMENT, LLC 2.79M +49.4K (+1.8%) 20.70M +2.1M (+11.4%) 7.21% +0.285 pp 9.37% +1.175 pp USD7.48 -0.7% 17 qtrs
3 VANGUARD GROUP INC 1.78M -22.0K (-1.2%) 13.24M +991.6K (+8.1%) 4.61% +0.047 pp 0.00% +0.000 pp USD8.95 -17.0% 23 qtrs
4 GOLDMAN SACHS GROUP INC 1.45M +50.0K (+3.6%) 10.75M +1.3M (+13.3%) 3.75% +0.210 pp 0.00% +0.000 pp USD7.64 -2.7% 26 qtrs
5 NANTAHALA CAPITAL MANAGEMENT, LLC 932.4K +— (+0.0%) 6.93M +596.8K (+9.4%) 2.41% +0.054 pp 0.23% +0.009 pp USD6.88 +8.0% 26 qtrs
6 AMERIPRISE FINANCIAL INC 822.8K +697.9K (+558.5%) 6.11M +5.3M (+620.6%) 2.13% +1.813 pp 0.00% +0.001 pp USD7.43 +0.0% 5 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 776.4K -21.3K (-2.7%) 5.77M +352.4K (+6.5%) 2.01% -0.009 pp 0.00% +0.000 pp USD9.25 -19.7% 23 qtrs
8 STATE STREET CORP 675.2K +11.4K (+1.7%) 5.02M +509.4K (+11.3%) 1.75% +0.068 pp 0.00% +0.000 pp USD9.19 -19.2% 11 qtrs
9 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 671.4K +— (+0.0%) 4.99M +429.7K (+9.4%) 1.74% +0.039 pp 0.29% +0.027 pp USD7.41 +0.3% 14 qtrs
10 FIRST EAGLE INVESTMENT MANAGEMENT, LLC 518.2K +40.3K (+8.4%) 3.85M +605.3K (+18.7%) 1.34% +0.132 pp 0.01% +0.001 pp USD7.57 -1.8% 6 qtrs
11 TOCQUEVILLE ASSET MANAGEMENT L.P. 472.1K +25.0K (+5.6%) 3.51M +471.9K (+15.5%) 1.22% +0.090 pp 0.05% +0.007 pp USD5.87 +26.6% 24 qtrs
12 PANAGORA ASSET MANAGEMENT INC 468.7K +34.8K (+8.0%) 3.48M +536.4K (+18.2%) 1.21% +0.115 pp 0.01% +0.001 pp USD7.78 -4.5% 11 qtrs
13 RENAISSANCE TECHNOLOGIES LLC 440.8K -6.2K (-1.4%) 3.28M +240.0K (+7.9%) 1.14% +0.010 pp 0.01% +0.001 pp USD7.07 +5.1% 26 qtrs
14 RAFFLES ASSOCIATES LP 417.7K +— (+0.0%) 3.10M +267.3K (+9.4%) 1.08% +0.024 pp 2.33% -0.312 pp USD7.01 +6.0% 26 qtrs
15 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 352.3K +— (+0.0%) 2.62M +225.5K (+9.4%) 0.91% +0.020 pp 0.00% +0.000 pp USD7.52 -1.2% 5 qtrs
16 BARD ASSOCIATES INC 339.3K -1.7K (-0.5%) 2.52M +206.0K (+8.9%) 0.88% +0.015 pp 0.65% +0.033 pp USD7.75 -4.1% 19 qtrs
17 MORGAN STANLEY 292.8K +27.2K (+10.2%) 2.18M +372.1K (+20.6%) 0.76% +0.086 pp 0.00% +0.000 pp USD6.83 +8.8% 26 qtrs
18 SEGALL BRYANT & HAMILL, LLC 288.8K -675.0 (-0.2%) 2.15M +180.2K (+9.2%) 0.75% +0.015 pp 0.03% +0.003 pp USD6.79 +9.4% 5 qtrs
19 PENBROOK MANAGEMENT LLC 271.5K -780.0 (-0.3%) 2.02M +168.5K (+9.1%) 0.70% +0.014 pp 1.39% +0.101 pp USD7.01 +6.0% 12 qtrs
20 TWO SIGMA INVESTMENTS, LP 261.7K +10.3K (+4.1%) 1.94M +237.5K (+13.9%) 0.68% +0.041 pp 0.00% +0.000 pp USD6.98 +6.4% 16 qtrs
21 QUBE RESEARCH & TECHNOLOGIES LTD 253.6K -38.3K (-13.1%) 1.88M -97.7K (-4.9%) 0.66% -0.082 pp 0.00% 0.000 pp USD7.16 +3.8% 15 qtrs
22 NORTHERN TRUST CORP 248.7K -22.3K (-8.2%) 1.85M +7.5K (+0.4%) 0.64% -0.042 pp 0.00% +0.000 pp USD9.62 -22.8% 11 qtrs
23 RICE HALL JAMES & ASSOCIATES, LLC 230.4K +31.0K (+15.5%) 1.71M +357.8K (+26.4%) 0.60% +0.092 pp 0.09% +0.020 pp USD7.94 -6.4% 5 qtrs
24 DIMENSIONAL FUND ADVISORS LP 193.8K -31.3K (-13.9%) 1.44M -88.0K (-5.8%) 0.50% -0.068 pp 0.00% +0.000 pp USD7.80 -4.7% 21 qtrs
25 EXPECT EQUITY LLC 174.0K +65.0K (+59.6%) 1.29M +552.4K (+74.6%) 0.45% +0.174 pp 1.25% +0.527 pp USD7.80 -4.7% 5 qtrs
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27 GSA CAPITAL PARTNERS LLP 142.4K -24.2K (-14.5%) 1.06M -74.0K (-6.5%) 0.37% -0.053 pp 0.09% -0.003 pp USD7.20 +3.2% 7 qtrs
28 BARCLAYS PLC 131.8K +78.3K (+146.6%) 979.0K +587.3K (+149.9%) 0.34% +0.206 pp 0.00% +0.000 pp USD7.30 +1.8% 23 qtrs
29 SENTINUS, LLC 130.1K +130.1K (+100.0%) 966.6K +966.6K (+100.0%) 0.34% +0.337 pp 0.09% +0.093 pp USD7.43 +0.0% 1 qtrs NEW
30 PERRITT CAPITAL MANAGEMENT INC 130.1K +5.0K (+4.0%) 966.6K +117.2K (+13.8%) 0.34% +0.020 pp 1.62% +1.214 pp USD7.36 +1.0% 13 qtrs
31 SUMMERHAVEN INVESTMENT MANAGEMENT, LLC 121.9K +— (+0.0%) 906.0K +78.0K (+9.4%) 0.32% +0.007 pp 0.51% +0.032 pp USD6.79 +9.4% 2 qtrs
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33 GABELLI FUNDS LLC 105.0K -15.0K (-12.5%) 780.2K -34.7K (-4.3%) 0.27% -0.032 pp 0.01% 0.000 pp USD7.43 +0.0% 6 qtrs
34 FIRST TRUST ADVISORS LP 104.6K +473.0 (+0.5%) 777.1K +70.1K (+9.9%) 0.27% +0.007 pp 0.00% +0.000 pp USD7.31 +1.6% 6 qtrs
35 JANE STREET GROUP, LLC 103.9K -4.9K (-4.5%) 772.0K +33.4K (+4.5%) 0.27% -0.006 pp 0.00% +0.000 pp USD7.04 +5.5% 15 qtrs
36 HSBC HOLDINGS PLC 103.6K -11.3K (-9.9%) 769.5K -2.7K (-0.4%) 0.27% -0.023 pp 0.00% +0.000 pp USD7.12 +4.4% 5 qtrs
37 TREXQUANT INVESTMENT LP 100.6K -32.1K (-24.2%) 747.8K -153.6K (-17.0%) 0.26% -0.076 pp 0.01% -0.003 pp USD7.22 +2.9% 10 qtrs
38 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 99.6K -5.0K (-4.8%) 739.7K +30.0K (+4.2%) 0.26% -0.007 pp 0.00% +0.000 pp USD9.30 -20.1% 11 qtrs
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40 LAZARD ASSET MANAGEMENT LLC 99.2K +5.5K (+5.9%) 737.3K +101.2K (+15.9%) 0.26% +0.020 pp 0.00% +0.000 pp USD6.83 +8.8% 10 qtrs
41 POINT72 ASSET MANAGEMENT, L.P. 96.4K +96.4K (+100.0%) 716.1K +716.1K (+100.0%) 0.25% +0.249 pp 0.00% +0.001 pp USD7.43 +0.0% 1 qtrs NEW
42 TWO SIGMA ADVISERS, LP 94.0K +19.2K (+25.7%) 698.4K +190.5K (+37.5%) 0.24% +0.054 pp 0.00% +0.000 pp USD7.24 +2.6% 14 qtrs
43 UBS GROUP AG 86.2K -87.2K (-50.3%) 640.5K -537.0K (-45.6%) 0.22% -0.216 pp 0.00% 0.000 pp USD7.25 +2.5% 17 qtrs
44 ULLAND INVESTMENT ADVISORS, LLC 85.5K +12.4K (+17.0%) 635.0K +139.0K (+28.0%) 0.22% +0.036 pp 0.51% +0.135 pp USD6.95 +6.9% 10 qtrs
45 BANK OF NEW YORK MELLON CORP 79.6K -2.9K (-3.6%) 591.1K +30.9K (+5.5%) 0.21% -0.003 pp 0.00% +0.000 pp USD9.06 -18.0% 11 qtrs
46 LOS ANGELES CAPITAL MANAGEMENT LLC 89.3K +62.0K (+226.5%) 570.9K +385.1K (+207.3%) 0.23% +0.162 pp 0.00% +0.001 pp USD7.37 +0.8% 4 qtrs
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51 RBF CAPITAL, LLC 66.0K -5.5K (-7.7%) 490.2K +4.7K (+1.0%) 0.17% -0.010 pp 0.02% +0.000 pp USD5.38 +38.1% 15 qtrs
52 MAN GROUP PLC 63.4K +7.4K (+13.2%) 471.0K +90.8K (+23.9%) 0.16% +0.022 pp 0.00% +0.000 pp USD7.32 +1.5% 5 qtrs
53 SALEM INVESTMENT COUNSELORS INC 63.1K -8.9K (-12.4%) 468.9K -20.0K (-4.1%) 0.16% -0.019 pp 0.01% -0.001 pp USD9.09 -18.3% 14 qtrs
54 WATERSHED ASSET MANAGEMENT, L.L.C. 62.7K +62.7K (+100.0%) 465.5K +465.5K (+100.0%) 0.16% +0.162 pp 0.43% +0.435 pp USD7.43 +0.0% 1 qtrs NEW
55 INTEGRATED QUANTITATIVE INVESTMENTS LLC 62.6K +62.6K (+100.0%) 465.3K +465.3K (+100.0%) 0.16% +0.162 pp 0.10% +0.100 pp USD7.43 +0.0% 1 qtrs NEW
56 CAMPBELL & CO INVESTMENT ADVISER LLC 62.1K -13.1K (-17.5%) 461.2K -49.5K (-9.7%) 0.16% -0.030 pp 0.02% -0.017 pp USD7.12 +4.4% 4 qtrs
57 CITADEL ADVISORS LLC 60.5K -48.1K (-44.3%) 449.4K -287.9K (-39.1%) 0.16% -0.118 pp 0.00% +0.000 pp USD6.92 +7.4% 22 qtrs
58 MACKENZIE FINANCIAL CORP 53.0K -16.5K (-23.8%) 396.4K -75.4K (-16.0%) 0.14% -0.039 pp 0.00% 0.000 pp USD6.79 +9.4% 6 qtrs
59 BANK OF AMERICA CORP /DE/ 50.3K -22.9K (-31.3%) 373.7K -123.3K (-24.8%) 0.13% -0.055 pp 0.00% +0.000 pp USD7.15 +3.9% 26 qtrs
60 MILLENNIUM MANAGEMENT LLC 48.4K +37.6K (+348.2%) 359.6K +286.3K (+390.5%) 0.13% +0.098 pp 0.00% +0.000 pp USD7.50 -0.9% 5 qtrs
61 AQR CAPITAL MANAGEMENT LLC 48.3K -82.0 (-0.2%) 358.9K +30.4K (+9.2%) 0.13% +0.003 pp 0.00% +0.000 pp USD6.95 +6.9% 4 qtrs
62 JBF CAPITAL, INC. 43.6K +— (+0.0%) 323.8K +27.9K (+9.4%) 0.11% +0.003 pp 0.05% +0.005 pp USD7.35 +1.1% 26 qtrs
63 RHUMBLINE ADVISERS 42.6K -6.0K (-12.3%) 316.7K -13.3K (-4.0%) 0.11% -0.013 pp 0.00% +0.000 pp USD8.98 -17.3% 11 qtrs
64 MARTINGALE ASSET MANAGEMENT L P 42.5K +2.4K (+6.0%) 315.6K +43.5K (+16.0%) 0.11% +0.009 pp 0.01% +0.001 pp USD7.01 +6.0% 10 qtrs
65 QUANTINNO CAPITAL MANAGEMENT LP 37.5K +18.5K (+97.6%) 278.4K +149.6K (+116.2%) 0.10% +0.049 pp 0.00% +0.000 pp USD7.28 +2.1% 4 qtrs
66 WELLS FARGO & COMPANY/MN 37.4K +16.0K (+74.7%) 277.9K +132.6K (+91.2%) 0.10% +0.043 pp 0.00% +0.000 pp USD7.93 -6.3% 13 qtrs
67 VERUS CAPITAL PARTNERS, LLC 34.2K -8.7K (-20.3%) 253.7K -37.4K (-12.8%) 0.09% -0.020 pp 0.02% -0.005 pp USD5.88 +26.4% 16 qtrs
68 BRIDGEWAY CAPITAL MANAGEMENT, LLC 34.0K +— (+0.0%) 252.6K +21.8K (+9.4%) 0.09% +0.002 pp 0.01% +0.000 pp USD7.20 +3.2% 4 qtrs
69 ACADIAN ASSET MANAGEMENT LLC 33.2K +1.0K (+3.2%) 246.0K +29.0K (+13.4%) 0.09% +0.005 pp 0.00% +0.000 pp USD7.59 -2.1% 26 qtrs
70 DEUTSCHE BANK AG\ 31.0K +30.3K (+3,900.1%) 230.6K +225.4K (+4,277.2%) 0.08% +0.078 pp 0.00% +0.000 pp USD7.45 -0.3% 11 qtrs
71 SUMMIT GLOBAL INVESTMENTS 28.8K +360.0 (+1.3%) 214.0K +21.0K (+10.9%) 0.07% +0.003 pp 0.01% +0.001 pp USD7.82 -5.0% 8 qtrs
72 PDT PARTNERS, LLC 27.8K -16.0K (-36.6%) 206.3K -90.9K (-30.6%) 0.07% -0.039 pp 0.01% -0.005 pp USD7.54 -1.5% 6 qtrs
73 ADVISOR GROUP HOLDINGS, INC. 27.4K -64.0 (-0.2%) 203.3K +17.1K (+9.2%) 0.07% +0.001 pp 0.00% +0.000 pp USD7.27 +2.2% 7 qtrs
74 ANCORA ADVISORS, LLC 26.1K +26.1K (+100.0%) 193.6K +193.6K (+100.0%) 0.07% +0.067 pp 0.00% +0.004 pp USD7.43 +0.0% 1 qtrs NEW
75 WALLEYE CAPITAL LLC 25.0K +11.2K (+81.4%) 185.5K +92.0K (+98.5%) 0.06% +0.030 pp 0.00% +0.000 pp USD7.08 +4.9% 2 qtrs
76 TD WATERHOUSE CANADA INC. 24.5K +4.2K (+21.0%) 181.8K +41.0K (+29.1%) 0.06% +0.012 pp 0.00% +0.000 pp USD6.85 +8.5% 17 qtrs
77 VESTCOR INC 23.6K +— (+0.0%) 175.0K +15.0K (+9.4%) 0.06% +0.001 pp 0.01% +0.000 pp USD8.63 -13.9% 8 qtrs
78 NEWEDGE ADVISORS, LLC 23.5K +23.5K (+100.0%) 174.3K +174.3K (+100.0%) 0.06% +0.061 pp 0.00% +0.001 pp USD7.43 +0.0% 1 qtrs NEW
79 MBB PUBLIC MARKETS I LLC 23.4K +— (+0.0%) 173.7K +15.0K (+9.4%) 0.06% +0.001 pp 0.02% -0.003 pp USD6.48 +14.7% 7 qtrs
80 BCM ADVISORS, LLC 23.5K +— (+0.0%) 172.2K +10.8K (+6.7%) 0.06% +0.001 pp 0.03% +0.001 pp USD7.15 +3.9% 19 qtrs
81 BLAIR WILLIAM & CO/IL 23.0K +— (+0.0%) 170.9K +14.7K (+9.4%) 0.06% +0.001 pp 0.00% +0.000 pp USD6.92 +7.4% 26 qtrs
82 INVESCO LTD. 21.8K +3.2K (+17.1%) 161.8K +35.5K (+28.1%) 0.06% +0.009 pp 0.00% +0.000 pp USD7.59 -2.1% 11 qtrs
83 PRICE T ROWE ASSOCIATES INC /MD/ 18.6K +— (+0.0%) 138.0K +11.0K (+8.7%) 0.05% +0.001 pp 0.00% +0.000 pp USD8.40 -11.5% 8 qtrs
84 METLIFE INVESTMENT MANAGEMENT, LLC 18.6K +6.4K (+52.7%) 137.9K +55.4K (+67.1%) 0.05% +0.017 pp 0.00% +0.000 pp USD8.76 -15.2% 11 qtrs
85 STONERIDGE INVESTMENT PARTNERS LLC 17.5K +4.2K (+31.1%) 130.0K +39.0K (+42.9%) 0.05% +0.012 pp 0.09% +0.028 pp USD6.87 +8.2% 7 qtrs
86 SUSQUEHANNA INTERNATIONAL GROUP, LLP 17.0K +17.0K (+100.0%) 126.5K +126.5K (+100.0%) 0.04% +0.044 pp 0.00% +0.000 pp USD7.43 +0.0% 6 qtrs
87 INTECH INVESTMENT MANAGEMENT LLC 16.2K -2.4K (-13.1%) 120.1K -6.3K (-5.0%) 0.04% -0.005 pp 0.00% 0.000 pp USD7.85 -5.4% 5 qtrs
88 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 15.9K -673.0 (-4.1%) 118.2K +5.6K (+5.0%) 0.04% -0.001 pp 0.00% +0.000 pp USD6.54 +13.6% 7 qtrs
89 R SQUARED LTD 13.7K +13.7K (+100.0%) 101.9K +101.9K (+100.0%) 0.04% +0.036 pp 0.05% +0.048 pp USD7.43 +0.0% 1 qtrs NEW
90 SG AMERICAS SECURITIES, LLC 13.6K +13.6K (+100.0%) 101.0K +101.0K (+100.0%) 0.04% +0.035 pp 0.00% +0.000 pp USD7.43 +0.0% 1 qtrs NEW
91 CARDINAL POINT CAPITAL MANAGEMENT, ULC 12.5K +— (+0.0%) 92.7K +8.0K (+9.4%) 0.03% +0.001 pp 0.01% +0.000 pp USD6.91 +7.5% 3 qtrs
92 ALLIANCEBERNSTEIN L.P. 12.5K +— (+0.0%) 92.6K +8.0K (+9.4%) 0.03% +0.001 pp 0.00% +0.000 pp USD6.91 +7.5% 3 qtrs
93 MANUFACTURERS LIFE INSURANCE COMPANY, THE 11.3K -1.5K (-11.4%) 83.6K -2.6K (-3.1%) 0.03% -0.003 pp 0.00% +0.000 pp USD9.28 -19.9% 11 qtrs
94 RUSSELL INVESTMENTS GROUP, LTD. 10.3K -208.6K (-95.3%) 76.6K -1.4M (-94.8%) 0.03% -0.527 pp 0.00% -0.002 pp USD7.47 -0.5% 13 qtrs
95 GLOBEFLEX CAPITAL L P 7.5K +— (+0.0%) 55.8K +4.8K (+9.4%) 0.02% +0.000 pp 0.01% +0.001 pp USD8.02 -7.4% 5 qtrs
96 NEW YORK STATE COMMON RETIREMENT FUND 7.5K +— (+0.0%) 55.6K +4.8K (+9.4%) 0.02% +0.000 pp 0.00% +0.000 pp USD9.69 -23.3% 11 qtrs
97 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 7.4K +— (+0.0%) 55.1K +4.7K (+9.4%) 0.02% +0.000 pp 0.00% +0.000 pp USD8.02 -7.4% 5 qtrs
98 KEMNAY ADVISORY SERVICES INC. 6.2K +6.2K (+100.0%) 45.9K +45.9K (+100.0%) 0.02% +0.016 pp 0.01% +0.007 pp USD7.43 +0.0% 1 qtrs NEW
99 ROYAL BANK OF CANADA 5.8K +149.0 (+2.6%) 43.0K +5.0K (+13.2%) 0.02% +0.001 pp 0.00% +0.000 pp USD7.31 +1.6% 26 qtrs
100 LEGAL & GENERAL GROUP PLC 3.7K -146.0 (-3.8%) 27.7K +1.4K (+5.3%) 0.01% 0.000 pp 0.00% +0.000 pp USD9.41 -21.0% 11 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 28 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 First Trust Dow Jones Select MicroCap Index Fund FDM 0.52% 1.36M 0.65%
2 State Street SPDR US Small Cap Low Volatility Index ETF SMLV 0.12% 300.2K 0.12%
3 Invesco Russell 2000 Dynamic Multifactor ETF OMFS 0.05% 133.3K 0.39%
4 Applied Finance IVS US SMID ETF IVSS 0.04% 4.8K 0.59%
5 Vanguard Russell 2000 Growth ETF VTWG 0.02% 304.9K 0.06%
6 Global X - Russell 2000 ETF RSSL 0.01% 195.2K 0.08%
7 iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO 0.01% 71.3K 0.36%
8 Vanguard Russell 2000 ETF VTWO 0.01% 1.65M 0.06%
9 ProShares - Ultra Russell2000 UWM 0.01% 16.6K 1.07%
10 Invesco RAFI US 1500 Small-Mid ETF PRFZ 0.01% 158.1K 0.34%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.65
Neutral
Ratio by volume
1.30
Neutral
Buys
54
Sells
83
Shares acquired
1.30M
Shares disposed
995.7K
Cash buys
Cash sales
3.00
Net activity
+300,694
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
2026-03-20 Moore Michael Officer S-Sale D Common Shares 65,000 8.77 570.1K 1,585,812 I
2026-03-19 Moore Michael Officer S-Sale D Common Shares 40,232 9.21 370.5K 1,650,812 I
2026-03-18 Moore Michael Officer S-Sale D Common Shares 31,570 9.42 297.4K 1,691,044 I
2026-01-29 ZEHNDER WILLIAM TODD Director / Officer M-Exempt A Common Shares 26,842 0.00 401,677 D
2026-01-29 Trahan Jeremy Officer M-Exempt D Restricted Stock Units 10,774 0.00 10,773 D
2026-01-29 Moore Michael Officer M-Exempt A Common Shares 8,947 0.00 198,037 D
2026-01-29 Hoyt Casey Director / Officer M-Exempt A Common Shares 13,265 0.00 363,729 D
2026-01-29 Frazier William Director / Officer M-Exempt A Common Shares 2,334 0.00 74,016 D
2026-01-29 Fitzgerald Trae Officer D-Return D Common Shares 3,265 7.48 24.4K 105,638 D
2026-01-29 Cambre Jerome Officer F-InKind D Common Shares 2,355 7.48 17.6K 104,088 D
2026-01-21 ZEHNDER WILLIAM TODD Director / Officer M-Exempt D Phantom Share Units 8,554 0.00 17,107 D
2026-01-21 Trahan Jeremy Officer M-Exempt A Common Shares 14,648 0.00 43,440 D
2026-01-21 Moore Michael Officer D-Return D Common Shares 8,554 7.49 64.1K 169,590 D
2026-01-21 Hoyt Casey Director / Officer D-Return D Common Shares 12,400 7.49 92.9K 324,582 D
2026-01-21 Frazier William Director / Officer F-InKind D Common Shares 1,169 7.49 8.8K 71,682 D
2026-01-21 Fitzgerald Trae Officer F-InKind D Common Shares 4,246 7.49 31.8K 98,523 D
2026-01-21 Cambre Jerome Officer M-Exempt A Common Shares 11,719 0.00 101,651 D
2026-01-19 ZEHNDER WILLIAM TODD Director / Officer A-Award A Phantom Share Units 29,690 0.00 29,690 D
2026-01-19 Trahan Jeremy Officer A-Award A Phantom Share Units 12,590 0.00 12,590 D
2026-01-19 Moore Michael Officer A-Award A Restricted Stock Units 118,759 0.00 118,759 D
2026-01-19 Hoyt Casey Director / Officer A-Award A Phantom Share Units 43,039 0.00 43,039 D
2026-01-19 Frazier William Director / Officer A-Award A Phantom Share Units 2,922 0.00 2,922 D
2026-01-19 Fitzgerald Trae Officer A-Award A Phantom Share Units 11,666 0.00 11,666 D
2026-01-19 Cambre Jerome Officer A-Award A Phantom Share Units 10,169 0.00 10,169 D
2026-01-17 ZEHNDER WILLIAM TODD Director / Officer F-InKind D Common Shares 8,550 7.33 62.7K 292,362 D
2026-01-17 Trahan Jeremy Officer M-Exempt A Common Shares 4,884 0.00 30,387 D
2026-01-17 Moore Michael Officer M-Exempt A Common Shares 26,939 0.00 153,282 D
2026-01-17 Hoyt Casey Director / Officer D-Return D Common Shares 10,017 7.33 73.4K 288,550 D
2026-01-17 Fitzgerald Trae Officer M-Exempt D Restricted Stock Units 9,590 0.00 0 D
2026-01-17 Cambre Jerome Officer M-Exempt D Restricted Stock Units 8,525 0.00 0 D
2025-08-22 Trahan Jeremy Officer D-Return D Common Shares 2,986 7.31 21.8K 21,166 D
2025-08-20 Smokoff Timothy Director M-Exempt A Common Shares 15,732 0.00 95,518 D
2025-08-20 Kaushal Nitin Director M-Exempt D Restricted Stock Units 15,732 0.00 0 D
2025-08-20 Heltz Sabrina Director M-Exempt A Common Shares 15,732 0.00 67,491 D
2025-08-20 Dobbs Randy E. Director M-Exempt A Common Shares 17,784 0.00 125,490 D
2025-08-19 Smokoff Timothy Director A-Award A Restricted Stock Units 15,029 0.00 15,029 D
2025-08-19 Kaushal Nitin Director A-Award A Restricted Stock Units 18,786 0.00 18,786 D
2025-08-19 Heltz Sabrina Director A-Award A Restricted Stock Units 15,029 0.00 15,029 D
2025-08-19 Dobbs Randy E. Director A-Award A Restricted Stock Units 16,763 0.00 16,763 D
2025-08-13 Cambre Jerome Officer S-Sale D Common Shares 1,580 7.33 11.6K 87,491 D
2025-08-12 Moore Michael Officer S-Sale D Common Shares 50,090 7.33 367.2K 126,343 D
2025-06-30 Moore Michael Officer S-Sale D Common Shares 50,777 6.93 351.9K 177,433 D
2025-06-30 Kaushal Nitin Director S-Sale D Common Shares 7,048 6.91 48.7K 126,843 D
2025-06-27 Moore Michael Officer M-Exempt D Stock Options 3,486 1.81 6.3K 127,053 D
2025-06-27 Kaushal Nitin Director M-Exempt A Common Shares 34,100 6.63 226.1K 160,943 D
2025-06-26 Kaushal Nitin Director M-Exempt A Common Shares 8,852 6.63 58.7K 135,695 D
2025-03-14 Smokoff Timothy Director S-Sale D Common Shares 3,000 7.73 23.2K 79,786 D
2025-03-13 Smokoff Timothy Director S-Sale D Common Shares 2,000 7.69 15.4K 85,451 D
2025-01-29 ZEHNDER WILLIAM TODD Director / Officer M-Exempt A Common Shares 8,948 0.00 282,921 D
2025-01-29 Trahan Jeremy Officer M-Exempt A Common Shares 3,592 0.00 24,758 D
2025-01-29 Moore Michael Officer M-Exempt A Common Shares 26,843 0.00 184,580 D
2025-01-29 Hoyt Casey Director / Officer M-Exempt A Common Shares 13,266 0.00 273,866 D
2025-01-29 Frazier William Director / Officer M-Exempt A Common Shares 778 0.00 70,228 D
2025-01-29 Fitzgerald Trae Officer M-Exempt A Common Shares 3,265 0.00 86,259 D
2025-01-29 Cambre Jerome Officer M-Exempt D Phantom Share Units 2,873 0.00 5,746 D
2025-01-21 ZEHNDER WILLIAM TODD Director / Officer A-Award A Phantom Share Units 25,661 0.00 25,661 D
2025-01-21 Trahan Jeremy Officer A-Award A Restricted Stock Units 43,944 0.00 43,944 D
2025-01-21 Moore Michael Officer A-Award A Restricted Stock Units 102,642 0.00 102,642 D
2025-01-21 Hoyt Casey Director / Officer A-Award A Phantom Share Units 37,198 0.00 37,198 D
2025-01-21 Frazier William Director / Officer A-Award A Phantom Share Units 2,550 0.00 2,550 D
2025-01-21 Fitzgerald Trae Officer A-Award A Restricted Stock Units 39,949 0.00 39,949 D
2025-01-21 Cambre Jerome Officer A-Award A Restricted Stock Units 35,155 0.00 35,155 D
2025-01-18 ZEHNDER WILLIAM TODD Director / Officer M-Exempt D Phantom Share Units 9,488 0.00 0 D
2025-01-18 Moore Michael Officer D-Return D Common Shares 9,488 8.15 77.3K 144,519 D
2025-01-18 Hoyt Casey Director / Officer F-InKind D Common Shares 8,567 8.15 69.8K 234,382 D
2025-01-18 Fitzgerald Trae Officer M-Exempt A Common Shares 5,405 0.00 78,004 D
2025-01-18 Cambre Jerome Officer M-Exempt A Common Shares 3,003 0.00 82,946 D
2025-01-17 ZEHNDER WILLIAM TODD Director / Officer F-InKind D Common Shares 8,764 8.15 71.4K 242,059 D
2025-01-17 Trahan Jeremy Officer M-Exempt A Common Shares 4,884 0.00 15,975 D
2025-01-17 Moore Michael Officer M-Exempt A Common Shares 6,735 0.00 151,254 D
2025-01-17 Hoyt Casey Director / Officer M-Exempt A Common Shares 40,068 0.00 227,276 D
2025-01-17 Fitzgerald Trae Officer M-Exempt D Phantom Share Units 2,398 0.00 2,397 D
2025-01-17 Cambre Jerome Officer M-Exempt D Restricted Stock Units 8,525 0.00 8,525 D
2024-11-26 Kaushal Nitin Director M-Exempt D Stock Options 5,995 2.50 15.0K 0 D
2024-11-25 Kaushal Nitin Director S-Sale D Common Shares 24,005 8.70 208.8K 126,843 D
2024-11-20 Kaushal Nitin Director M-Exempt A Common Shares 15,000 2.50 37.5K 141,843 D
2024-11-19 Kaushal Nitin Director S-Sale D Common Shares 15,000 8.56 128.4K 126,843 D
2024-11-13 Kaushal Nitin Director M-Exempt A Common Shares 30,000 2.50 75.0K 156,843 D
2024-11-13 Dobbs Randy E. Director M-Exempt D Stock Options 36,261 1.81 65.6K 0 D
2024-11-11 Kaushal Nitin Director S-Sale D Common Shares 30,000 9.56 286.8K 126,843 D
2024-08-25 Smokoff Timothy Director M-Exempt D Restricted Stock Units 10,719 0.00 0
2024-08-25 Kaushal Nitin Director M-Exempt D Restricted Stock Units 10,719 0.00 0
2024-08-25 Heltz Sabrina Director M-Exempt D Restricted Stock Units 10,719 0.00 0
2024-08-25 Greenstein Bruce D Director M-Exempt D Restricted Stock Units 10,719 0.00 0
2024-08-25 Frazier William Director / Officer M-Exempt A Common Shares 3,594 0.00 68,684
2024-08-25 Dobbs Randy E. Director M-Exempt D Restricted Stock Units 12,611 0.00 0
2024-08-22 Trahan Jeremy Officer M-Exempt A Common Shares 5,972 0.00 12,904
2024-08-20 Smokoff Timothy Director A-Award A Restricted Stock Units 15,732 0.00 15,732
2024-08-20 Kaushal Nitin Director A-Award A Restricted Stock Units 15,732 0.00 15,732
2024-08-20 Heltz Sabrina Director A-Award A Restricted Stock Units 15,732 0.00 15,732
2024-08-20 Greenstein Bruce D Director A-Award A Restricted Stock Units 15,732 0.00 15,732
2024-08-20 Dobbs Randy E. Director A-Award A Restricted Stock Units 17,784 0.00 17,784
2024-05-14 Heltz Sabrina Director P-Purchase A Common Shares 2,000 7.10 14.2K 41,040
2024-05-09 ZEHNDER WILLIAM TODD Director / Officer M-Exempt D Phantom Share Units 3,251 0.00 0
2024-05-09 Moore Michael Officer M-Exempt A Common Shares 3,251 0.00 129,593
2024-05-09 Hoyt Casey Director / Officer M-Exempt D Phantom Share Units 4,835 0.00 0
2024-05-09 Fitzgerald Trae Officer M-Exempt D Phantom Share Units 1,157 0.00 0
2024-05-09 Cambre Jerome Officer M-Exempt D Phantom Share Units 1,028 0.00 0
2024-03-22 Hoyt Casey Director / Officer G-Gift D Common Shares 26,000 0.00 1,984,943
2024-01-29 ZEHNDER WILLIAM TODD Director / Officer A-Award A Phantom Share Units 26,842 0.00 26,842
2024-01-29 Trahan Jeremy Officer A-Award A Phantom Share Units 10,774 0.00 10,774
2024-01-29 Moore Michael Officer A-Award A Phantom Share Units 26,842 0.00 26,842
2024-01-29 Hoyt Casey Director / Officer A-Award A Phantom Share Units 39,796 0.00 39,796
2024-01-29 Frazier William Director / Officer A-Award A Restricted Stock Units 7,003 0.00 7,003 D
2024-01-29 Fitzgerald Trae Officer A-Award A Phantom Share Units 9,794 0.00 9,794
2024-01-29 Cambre Jerome Officer A-Award A Phantom Share Units 8,619 0.00 8,619
2024-01-18 ZEHNDER WILLIAM TODD Director / Officer F-InKind D Common Shares 5,761 7.62 43.9K 223,884
2024-01-18 Moore Michael Officer D-Return D Common Shares 9,490 7.62 72.3K 113,124
2024-01-18 Hoyt Casey Director / Officer F-InKind D Common Shares 8,568 7.62 65.3K 187,208
2024-01-18 Fitzgerald Trae Officer M-Exempt A Common Shares 3,378 0.00 66,327
2024-01-18 Cambre Jerome Officer F-InKind D Common Shares 1,713 7.62 13.1K 74,457
2024-01-17 ZEHNDER WILLIAM TODD Director / Officer F-InKind D Common Shares 9,639 7.39 71.2K 210,252
2024-01-17 Trahan Jeremy Officer M-Exempt D Restricted Stock Units 4,885 0.00 9,768
2024-01-17 Moore Michael Officer F-InKind D Common Shares 9,223 7.39 68.2K 113,124
2024-01-17 Hoyt Casey Director / Officer M-Exempt A Common Shares 40,069 0.00 180,737
2024-01-17 Fitzgerald Trae Officer M-Exempt D Phantom Share Units 2,398 0.00 4,795
2024-01-17 Cambre Jerome Officer D-Return D Common Shares 2,131 7.39 15.7K 65,880
2023-11-08 Trahan Jeremy Officer D Stock Options 26,125 6.34 165.6K 0
2023-08-25 Smokoff Timothy Director A-Award A Restricted Stock Units 10,719 0.00 10,719
2023-08-25 Kaushal Nitin Director A-Award A Restricted Stock Units 10,719 0.00 10,719
2023-08-25 Heltz Sabrina Director A-Award A Restricted Stock Units 10,719 0.00 10,719
2023-08-25 Greenstein Bruce D Director A-Award A Restricted Stock Units 10,719 0.00 10,719
2023-08-25 Frazier William Director / Officer A-Award A Restricted Stock Units 3,594 0.00 3,594
2023-08-25 Dobbs Randy E. Director A-Award A Restricted Stock Units 12,611 0.00 12,611
2023-08-22 Smokoff Timothy Director M-Exempt D Restricted Stock Units 13,600 0.00 0
2023-08-22 Kaushal Nitin Director M-Exempt A Common Shares 13,600 0.00 116,124
2023-08-22 Heltz Sabrina Director M-Exempt D Restricted Stock Units 13,600 0.00 0
2023-08-22 Greenstein Bruce D Director M-Exempt A Common Shares 13,600 0.00 65,932
2023-08-22 Frazier William Director / Officer M-Exempt D Restricted Stock Units 13,600 0.00 0
2023-08-22 Dobbs Randy E. Director M-Exempt D Restricted Stock Units 16,000 0.00 0
2023-08-14 Moore Michael Officer G-Gift D Common Shares 1,722,614 0.00 95,407
2023-08-14 Hoyt Casey Director / Officer G-Gift D Common Shares 2,010,943 0.00 140,668
2023-06-14 Smokoff Timothy Director M-Exempt A Common Shares 10,361 2.27 23.5K 77,693
2023-05-09 ZEHNDER WILLIAM TODD Director / Officer M-Exempt D Phantom Share Units 3,044 0.00 0
2023-05-09 Moore Michael Officer M-Exempt D Phantom Share Units 3,130 0.00 0
2023-05-09 Hoyt Casey Director / Officer M-Exempt D Phantom Share Units 4,835 0.00 4,835
2023-05-09 Fitzgerald Trae Officer M-Exempt A Common Shares 1,157 0.00 57,935
2023-05-09 Eagan Ewell Patrick Officer M-Exempt A Common Shares 100 0.00 2,361
2023-05-09 Cambre Jerome Officer M-Exempt A Common Shares 1,029 0.00 66,909
2023-03-17 Kaushal Nitin Director S-Sale D Common Shares 12,087 13.43 162.3K 102,524
2023-01-18 ZEHNDER WILLIAM TODD Director / Officer M-Exempt A Common Shares 18,979 0.00 199,718 D
2023-01-18 Moore Michael Officer M-Exempt D Phantom Share Units 9,490 0.00 18,978 D
2023-01-18 Hoyt Casey Director / Officer D-Return D Common Shares 14,114 7.77 109.7K 2,133,446 D
2023-01-18 Fitzgerald Trae Officer M-Exempt A Common Shares 5,405 0.00 58,706 D
2023-01-18 Eagan Ewell Patrick Officer D-Return D Common Shares 1,757 7.77 13.7K 0 D
2023-01-18 Cambre Jerome Officer M-Exempt A Common Shares 3,003 0.00 65,791 D
2023-01-17 ZEHNDER WILLIAM TODD Director / Officer A-Award A Phantom Share Units 20,205 0.00 20,205 D
2023-01-17 Moore Michael Officer A-Award A Restricted Stock Units 80,818 0.00 80,818 D
2023-01-17 Hoyt Casey Director / Officer F-InKind D Common Shares 10,064 7.77 78.2K 2,151,611 D
2023-01-17 Fitzgerald Trae Officer A-Award A Restricted Stock Units 28,772 0.00 28,772 D
2023-01-17 Eagan Ewell Patrick Officer A-Award A Phantom Share Units 3,740 0.00 3,740 D
2023-01-17 Cambre Jerome Officer A-Award A Restricted Stock Units 25,575 0.00 25,575 D
2022-12-22 Smokoff Timothy Director M-Exempt A Common Shares 14,000 2.27 31.8K 81,332
2022-12-21 Smokoff Timothy Director M-Exempt A Common Shares 11,900 2.27 27.0K 79,232
2022-08-23 Greenstein Bruce D Director M-Exempt A Common Shares 13,178 0.00 52,332
2022-08-22 Smokoff Timothy Director M-Exempt D Restricted Stock Units 13,178 0.00 0
2022-08-22 Kaushal Nitin Director A-Award A Restricted Stock Units 13,600 0.00 13,600
2022-08-22 Heltz Sabrina Director M-Exempt D Restricted Stock Units 13,178 0.00 0
2022-08-22 Greenstein Bruce D Director A-Award A Restricted Stock Units 13,600 0.00 13,600
2022-08-22 Frazier William Officer A-Award A Restricted Stock Units 13,600 0.00 13,600
2022-08-22 Dobbs Randy E. Director M-Exempt D Restricted Stock Units 15,504 0.00 0
2022-05-09 ZEHNDER WILLIAM TODD Director / Officer M-Exempt A Common Shares 3,745 0.00 184,484
2022-05-09 Moore Michael Officer D-Return D Common Shares 3,251 5.26 17.1K 1,805,809
2022-05-09 Hoyt Casey Officer D-Return D Common Shares 4,836 5.26 25.4K 2,133,446
2022-05-09 Fitzgerald Trae Officer M-Exempt D Phantom Share Units 1,337 0.00 0
2022-05-09 Eagan Ewell Patrick Officer D-Return D Common Shares 101 5.26 531.26 0
2022-05-09 Cambre Jerome Officer M-Exempt D Phantom Share Units 1,137 0.00 0
2022-01-18 ZEHNDER WILLIAM TODD Director / Officer A-Award A Phantom Share Units 28,468 0.00 28,468
2022-01-18 Moore Michael Officer A-Award A Phantom Share Units 28,468 0.00 28,468
2022-01-18 Hoyt Casey Director / Officer A-Award A Phantom Share Units 42,342 0.00 42,342
2022-01-18 Fitzgerald Trae Officer A-Award A Phantom Share Units 10,135 0.00 10,135
2022-01-18 Eagan Ewell Patrick Officer A-Award A Phantom Share Units 5,270 0.00 5,270
2022-01-18 Cambre Jerome Officer A-Award A Phantom Share Units 9,009 0.00 9,009
2021-11-04 Heltz Sabrina Director M-Exempt D Restricted Stock Units 9,942 0.00 0
2021-08-23 Smokoff Timothy Director A-Award A Restricted Stock Units 13,178 0.00 13,178
2021-08-23 Kaushal Nitin Director A-Award A Restricted Stock Units 13,178 0.00 13,178
2021-08-23 Heltz Sabrina Director A-Award A Restricted Stock Units 13,178 0.00 13,178
2021-08-23 Greenstein Bruce D Director A-Award A Restricted Stock Units 13,178 0.00 13,178
2021-08-23 Frazier William Director / Officer A-Award A Restricted Stock Units 13,178 0.00 13,178
2021-08-23 Dobbs Randy E. Director A-Award A Restricted Stock Units 15,504 0.00 15,504
2021-08-19 Smokoff Timothy Director M-Exempt D Restricted Share Units 8,142 0.00 0
2021-08-19 Kaushal Nitin Director M-Exempt D Restricted Share Units 8,142 0.00 0
2021-08-19 Greenstein Bruce D Director M-Exempt A Common Shares 8,142 0.00 39,154
2021-08-19 Frazier William Director / Officer M-Exempt A Common Shares 8,142 0.00 46,417
2021-08-19 Dobbs Randy E. Director M-Exempt D Restricted Share Units 9,579 0.00 0
2021-05-11 Hoyt Casey Director / Officer G-Gift D Common Shares 10,000 0.00 2,133,446
2021-05-09 ZEHNDER WILLIAM TODD Director / Officer A-Award A Phantom Share Units 9,753 0.00 9,753
2021-05-09 Smokoff Timothy Director M-Exempt A Common Shares 2,352 0.00 48,364
2021-05-09 Moore Michael Officer M-Exempt A Common Shares 3,852 0.00 1,809,661
2021-05-09 Kaushal Nitin Director M-Exempt A Common Shares 2,352 0.00 83,556
2021-05-09 Hoyt Casey Director / Officer M-Exempt D Phantom Share Units 4,620 0.00 9,240
2021-05-09 Frazier William Director / Officer D-Return D Common Shares 2,352 9.57 22.5K 38,275
2021-05-09 Fitzgerald Trae Officer M-Exempt D Phantom Share Units 14,621 0.00 0
2021-05-09 Eagan Ewell Patrick Officer A-Award A Phantom Share Units 301 0.00 301
2021-05-09 Dobbs Randy E. Director M-Exempt A Common Shares 2,352 0.00 56,364
2021-05-09 Cambre Jerome Officer M-Exempt D Phantom Share Units 14,621 0.00 0
2021-01-21 ZEHNDER WILLIAM TODD Director / Officer A-Award A Stock Options 120,584 8.57 1.03M 120,584
2021-01-21 Moore Michael Officer A-Award A Stock Options 120,584 8.57 1.03M 120,584
2021-01-21 Hoyt Casey Director / Officer A-Award A Stock Options 162,178 8.57 1.39M 162,178
2021-01-21 Fitzgerald Trae Officer A-Award A Stock Options 42,930 8.57 367.9K 42,930

Executive team

Top executives
EBIT / Employee
16.6K
Shares Outstanding
38.48M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 W. Todd Zehnder Chief Operating Officer and Director 463.2K 7.8K 3.08M 431.1K 65.9K 4.05M 76.11%
2 2025 Casey Hoyt Chief Executive Officer and Director 549.4K 2.8K 1.52M 511.3K 47.0K 2.63M 57.72%
3 2025 Michael Moore President 463.2K 2.8K 1.05M 431.1K 76.4K 2.02M 51.79%
4 2025 Jeremy Trahan General Counsel 296.6K 2.8K 447.7K 205.7K 34.4K 987.1K 45.35%
5 2025 Trae Fitzgerald Chief Financial Officer 271.2K 2.8K 407.0K 190.6K 43.3K 914.8K 44.49%
6 2024 Casey Hoyt Chief Executive Officer and Director 529.5K 3.7K 1.34M 703.4K 44.8K 2.62M 51.03%
7 2024 Casey Hoyt Chief Executive Officer and Director 529.5K 3.7K 1.34M 703.4K 44.8K 2.62M 51.03%
8 2024 Michael Moore President 446.5K 3.7K 900.8K 593.0K 69.3K 2.01M 44.74%
9 2024 Michael Moore President 446.5K 3.7K 900.8K 593.0K 69.3K 2.01M 44.74%
10 2024 W. Todd Zehnder Chief Operating Officer and Director 446.5K 3.7K 900.8K 593.0K 54.9K 2.00M 45.06%
11 2024 W. Todd Zehnder Chief Operating Officer and Director 446.5K 3.7K 900.8K 593.0K 54.9K 2.00M 45.06%
12 2024 Jeremy Trahan General Counsel 286.7K 3.7K 361.6K 263.7K 31.6K 947.2K 38.17%
13 2024 Jeremy Trahan General Counsel 286.7K 3.7K 361.6K 263.7K 31.6K 947.2K 38.17%
14 2024 Trae Fitzgerald Chief Financial Officer 260.7K 3.7K 328.7K 239.7K 39.4K 872.2K 37.69%
15 2024 Trae Fitzgerald Chief Financial Officer 260.7K 3.7K 328.7K 239.7K 39.4K 872.2K 37.69%
16 2023 Casey Hoyt Chief Executive Officer and Director 509.3K 4.5K 1.19M 788.0K 24.6K 2.51M 47.20%
17 2023 Michael Moore President 429.3K 4.5K 797.3K 664.4K 55.0K 1.95M 40.88%
18 2023 W. Todd Zehnder Chief Operating Officer and Director 429.3K 4.5K 797.3K 664.4K 39.6K 1.94M 41.20%
19 2023 Trae Fitzgerald Chief Financial Officer 249.4K 4.5K 283.8K 258.6K 30.0K 826.4K 34.35%
20 2023 Jerome Cambre Vice President of Sales 219.6K 75.8K 252.3K 227.5K 30.0K 805.3K 31.33%
21 2022 Casey Hoyt Chief Executive Officer and Director 470.0K 3.4K 656.3K 347.8K 423.0K 25.0K 1.93M 52.15%
22 2022 Michael Moore President 395.0K 3.4K 441.3K 233.9K 355.5K 54.2K 1.48M 45.52%
23 2022 W. Todd Zehnder Chief Operating Officer and Director 395.0K 3.4K 441.3K 233.9K 355.5K 37.9K 1.47M 46.02%
24 2022 Jerome Cambre Vice President of Sales 200.0K 91.7K 120.9K 74.0K 135.0K 29.3K 650.9K 29.94%
25 2022 Trae Fitzgerald Chief Financial Officer 225.0K 3.4K 136.0K 83.3K 151.9K 29.3K 628.8K 34.86%
26 2021 Casey Hoyt Chief Executive Officer and Director 470.0K 3.3K 138.8K 819.7K 446.5K 23.5K 1.90M 50.40%
27 2021 Michael Moore President 395.0K 3.3K 93.3K 609.5K 375.3K 52.0K 1.53M 45.99%
28 2021 W. Todd Zehnder Chief Operating Officer and Director 395.0K 3.3K 93.3K 609.5K 375.3K 36.6K 1.51M 46.45%
29 2021 Trae Fitzgerald Chief Financial Officer 225.0K 3.3K 33.2K 217.0K 160.3K 27.0K 665.8K 37.58%
30 2021 Jerome Cambre Vice President of Sales 200.0K 20.1K 29.5K 192.9K 142.5K 27.0K 612.0K 36.34%
31 2020 Casey Hoyt Chief Executive Officer and Director 440.6K 6.3K 97.7K 948.5K 705.0K 21.8K 2.22M 47.13%
32 2020 Michael Moore President 372.1K 6.3K 66.2K 642.7K 592.5K 49.1K 1.73M 41.00%
33 2020 W. Todd Zehnder Chief Operating Officer and Director 365.6K 6.3K 64.4K 624.9K 592.5K 35.7K 1.69M 40.80%
34 2020 Trae Fitzgerald Chief Financial Officer 208.7K 6.3K 23.0K 223.2K 225.0K 26.1K 712.2K 34.56%
35 2020 Jerome Cambre Vice President of Sales 180.4K 43.8K 19.5K 189.7K 200.0K 22.6K 656.1K 31.89%
36 2019 Casey Hoyt Chief Executive Officer and Director 425.0K 5.7K 105.0K 1.04M 318.8K 12.3K 1.91M 60.02%
37 2019 Michael Moore President 360.0K 5.7K 71.1K 703.7K 270.0K 33.2K 1.44M 53.67%
38 2019 W. Todd Zehnder Chief Operating Officer and Director 350.0K 5.7K 69.2K 684.1K 262.5K 34.4K 1.41M 53.58%
39 2019 Trae Fitzgerald Chief Financial Officer 200.0K 5.7K 24.7K 244.3K 112.5K 24.8K 612.0K 43.96%
40 2019 Jerome Cambre Vice President of Sales 168.8K 83.2K 21.0K 195.5K 95.6K 24.8K 588.9K 36.76%
41 2018 Casey Hoyt Chief Executive Officer and Director 389.0K 7.4K 1.16M 233.4K 637.5K 11.3K 2.44M 57.14%
42 2018 Michael Moore President 360.0K 7.4K 1.13M 227.1K 540.0K 32.0K 2.30M 59.07%
43 2018 W. Todd Zehnder Chief Operating Officer and Director 350.0K 7.4K 1.10M 220.8K 525.0K 33.2K 2.23M 59.01%
44 2018 Jerome Cambre Vice President of Sales 160.0K 128.7K 301.9K 47.1K 160.0K 23.6K 821.3K 42.49%
45 2018 Trae Fitzgerald Chief Financial Officer 173.8K 7.4K 302.1K 47.1K 200.0K 12.3K 742.8K 47.01%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-22 DEFA14A
2026-04-22 DEF 14A
2025-04-25 DEFA14A
2025-04-25 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-05-05 10-Q
2026-04-22 DEFA14A
2026-04-22 DEF 14A
2026-04-22 ARS
2026-03-20 4
2026-03-16 8-K
2026-03-04 8-K
2026-03-04 10-K
2026-02-02 4

Executive team

NameTitleCompensationGender
Casey Hoyt Chief Executive Officer & Director 1M male
Michael Moore President 973.5K male
William Todd Zehnder Chief Operating Officer & Director 967.9K male
Jerome Richard Cambre Vice President of Sales 553.0K male
Jeremy Trahan General Counsel & Corporate Secretary 539.4K male
Trae Paul Fitzgerald Chief Financial Officer 507.8K male
William Dana Frazier Chief Medical Officer & Director 53.0K
Michael Freeman Chief Business Development Officer male
ESG Rating
B
MEDICAL - DEVICES
2026
E (Environmental)
54.6 / 62.5
Company / Sector avg.
S (Social)
70.5 / 68.9
Company / Sector avg.
G (Governance)
69.0 / 64.8
Company / Sector avg.
ESG Total
64.7 / 65.4
Company / Sector avg.
ESG Score History MEDICAL - DEVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend history

Earnings history

Earnings reports

Stock splits