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Workhorse Group Inc. (WKHS)

USD2.62 -0.02 (-0.76%)
US NASDAQ Consumer Cyclical Auto - Manufacturers
Address 330 Hatch Drive 94404
Foster City, CA, US
CEO Scott W. Griffith
IPO 2010-06-02
CIK 1425287 ISIN US98138J5039

Explore sections of this company profile

Description

Workhorse Group, Inc. designs and manufactures electric trucks and related fleet charging solutions. The company provides electric trucks for medium-duty fleet applications, including the Argo electric truck and Argo chassis, which integrate proprietary battery, drivetrain, and cab systems. It offers the Argo LFP battery with control signals, multiple pack configurations, and a range suitable for maximum gross vehicle weight, as well as six-phase motors and drivetrain systems that deliver torque and acceleration comparable to traditional engines. Solutions include real-time control software for power management, over-the-air updates, remote diagnostics, and tuning tools to enhance fleet uptime and performance. The company supplies fleet charging solutions, supports customized body builders with various charge port locations and high-voltage accessories, and incorporates safety and ergonomic features for drivers. Additional services include ongoing support for electrification, remote monitoring, and assistance with vehicle integration and fleet management, serving fleet operators and industries with specialized commercial vehicle requirements. The company was founded in 2009 and is based in Foster City, California.

News Sentiment (7d)
50 Neutral

Based on only 1 article — low confidence

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
USD2.62 -0.02 (-0.76%)
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Volume Profile
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Liquidity & share structure
Average Volume
206.5K
Beta
2.63
Float Shares
10.84M
Free Float %
99.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-17.54% -14.47% +6.61% -17.08% -54.84% -41.36% -71.33% -99.90% -99.99% -99.99% -99.99%
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 (12 ratings, all time) Hold
Price Targets & DCF
Current price
2.62
Low 6.00 +129.0%
Consensus 24.00 +816.0%
Median 24.00 +816.0%
High 42.00 +1,503.1%
Ratings Trend (MoM) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 3
44.00
+1,579.4%
Quality scores
Altman Z-Score
-5.52
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
0 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Auto - Manufacturers: +8.4%
    +220.6% Q1'26: +575.4% (vs Q1'25)
  • EPS growth Auto - Manufacturers: +17.3%
    +86.9% Q1'26: +57.5% (vs Q1'25)
  • FCF margin FCF growth · Auto - Manufacturers: +72.3%
    -198.2% Q1'26: -384.4% (vs Q1'25)
  • EBIT margin Auto - Manufacturers: +4.6%
    -223.7% Q1'26: -487.3% (vs Q1'25)
  • ROIC Auto - Manufacturers: +3.7%
    -81.9% Q1'26: -157.5% (vs Q1'25)
  • Share dilution Auto - Manufacturers: +0.0%
    +381.1% Q1'26: +127.1% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Auto - Manufacturers: -0.19×
    -0.60× Q1'26: -0.33× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (2.53) × ERP
WACC = 55% × Ke + 45% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 2.62
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 2015
actual
Dec 2016
actual
Dec 2017
actual
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.
Revenue
140.0K
est: 5.40M (-97.4%)
6.41M
est: 6.13M (+4.7%)
10.85M
est: 10.87M (-0.2%)
763.2K
est: 935.0K (-18.4%)
376.6K
est: 1.06M (-64.4%)
1.39M
est: 1.96M (-29.1%)
-851.9K
est: 1.38M (-161.7%)
5.02M
est: 11.89M (-57.7%)
13.09M
est: 12.74M (+2.8%)
6.62M
est: 7.76M (-14.7%)
21.21M
est: 11.20M (+89.4%)
39.34M
39.14M – 39.54M
+251.3% YoY
50.70M
50.44M – 50.96M
+28.9% YoY
EBITDA
-8.09M
est: -3.24M (-149.7%)
-19.13M
est: -3.68M (-420.4%)
-40.49M
est: -6.52M (-520.8%)
-33.72M
est: -561.0K (-5,910.6%)
-23.48M
est: -634.2K (-3,602.1%)
-40.17M
est: -1.18M (-3,308.0%)
-176.40M
est: -828.7K (-21,187.5%)
-127.14M
est: -7.13M (-1,682.8%)
-100.34M
est: -7.64M (-1,212.5%)
-71.76M
est: -4.66M (-1,441.2%)
-46.21M
est: -6.72M (-587.6%)
-23.60M
-23.72M – -23.48M
-251.3% YoY
-30.42M
-30.57M – -30.27M
-28.9% YoY
EBIT
-8.46M
est: -3.24M (-161.1%)
-19.51M
est: -3.68M (-430.8%)
-41.04M
est: -6.52M (-529.3%)
-34.07M
est: -561.0K (-5,972.7%)
-23.87M
est: -634.2K (-3,663.3%)
-40.98M
est: -1.18M (-3,376.7%)
-178.31M
est: -828.7K (-21,417.8%)
-129.08M
est: -7.13M (-1,710.1%)
-104.40M
est: -7.64M (-1,265.7%)
-79.67M
est: -4.66M (-1,611.0%)
-47.44M
est: -6.72M (-606.0%)
-23.60M
-23.72M – -23.48M
-251.3% YoY
-30.42M
-30.57M – -30.27M
-28.9% YoY
Net Income
-9.43M
est: -11.82M (+20.2%)
-19.56M
est: -4.96B (+99.6%)
-42.24M
est: -6.94B (+99.4%)
-36.50M
est: -3.43B (+98.9%)
-37.16M
est: -4.40B (+99.2%)
69.78M
est: -14.24B (+100.5%)
-401.34M
est: -12.40B (+96.8%)
-117.27M
est: -4.05B (+97.1%)
-123.92M
est: -20.92M (-492.4%)
-101.79M
est: -3.46B (+97.1%)
-64.09M
est: -561.68M (+88.6%)
-38.47M
-38.72M – -38.21M
+93.2% YoY
-15.07M
-15.16M – -14.97M
+60.8% YoY
SGA
3.86M
est: 27.19M (-85.8%)
6.20M
est: 30.85M (-79.9%)
10.33M
est: 54.73M (-81.1%)
11.49M
est: 4.71M (+143.9%)
est: 5.32M (-100.0%)
est: 9.89M (-100.0%)
est: 6.95M (-100.0%)
73.22M
est: 59.85M (+22.3%)
54.67M
est: 64.16M (-14.8%)
42.51M
est: 40.88M (+4.0%)
24.72M
est: 59.01M (-58.1%)
207.27M
206.21M – 208.32M
+251.3% YoY
267.12M
265.76M – 268.47M
+28.9% YoY
EPS
-137.50
est: -6.00 (-2,191.7%)
-195.00
est: -2,520.00 (+92.3%)
-265.88
est: -3,525.00 (+92.5%)
-184.94
est: -1,740.00 (+89.4%)
-144.79
est: -2,235.00 (+93.5%)
187.83
est: -7,230.00 (+102.6%)
-779.76
est: -6,299.12 (+87.6%)
-184.89
est: -2,055.00 (+91.0%)
-149.45
est: -10.62 (-1,307.0%)
-51.69
est: -365.25 (+85.8%)
-6.76
est: -59.28 (+88.6%)
-4.06
-4.09 – -4.03
+93.2% YoY
-1.59
-1.60 – -1.58
+60.8% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-13 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-12 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-11 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-08 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-07 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-06 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-05 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-04 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-01 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-30 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-29 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-28 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-27 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-24 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-23 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-22 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-21 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-20 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-17 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-16 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
23.96M
OE per share TTM
1.71
Owner's Yield
70.24%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
412.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
39
Total invested
290.4K
Insider transactions (90d)
0
Beneficial owners (>5%)
26
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 T. Lukens 58.31M 33.20% 58.31M 58.31M IN States 2015-09-30
2 D. Baksa 29.03M 16.50% 29.03M 29.03M IN States 2015-09-25
3 Workhorse Group Inc. 16.48M 9.90% 16.48M 16.48M CO Nevada 2020-11-18
4 (1) BlackRock, Inc. 13.85M 5.30% 13.63M 13.85M HC Delaware 2024-01-31
5 Marathon Asset Management, L.P. 8.05M 12.14% 8.05M 8.05M IA Delaware, United States 2019-01-07
6 ERA CAPITAL, LLC 7.56M 18.40% 7.56M 7.56M OO OHIO 2017-11-13
7 (1)Names of reporting persons. BlackRock, Inc. 7.10M 5.90% 6.93M 7.10M HC Delaware 2021-02-02
8 Joseph T. Lukens 6.97M 20.00% 6.97M 6.97M IN United States 2017-02-17
9 Arosa Capital Management LP 5.97M 6.30% 11.00 IA 2020-07-17
10 Arosa Opportunistic Fund LP 5.97M 6.30% 11.00 PN 2020-07-17
11 Till Bechtolsheimer 5.97M 6.30% 11.00 IN 2020-07-17
12 NEW ERA CAPITAL FUND, L.P. 4.00M 4.40% 4.00M 4.00M PN DELAWARE 2020-07-10
13 Seaport Global Asset Management LLC 3.86M 3.20% 3.86M 3.86M IA, OO Number 2021-02-12
14 Stephen D. Baksa 3.39M 14.20% 3.39M 3.39M IN United States 2016-06-16
15 Opportunities LLC 3.23M 9.90% 3.23M 3.23M OO Delaware 2024-09-13
16 Opportunities Master Fund II, L.P. 3.23M 9.90% 3.23M 3.23M PN Delaware 2024-09-13
17 Partners Opportunities Management, LLC 3.23M 9.90% 3.23M 3.23M IA, OO Delaware 2024-09-13
18 Propper 3.23M 9.90% 3.23M 3.23M HC States 2024-09-13
19 Ruiz-Gimenez 3.23M 9.90% 3.23M 3.23M HC Spain 2024-09-13
20 ERA CAPITAL FUND, L.P. 1.87M 1.80% 1.87M 1.87M PN DELAWARE 2020-09-11
21 Stephen S. Burns 1.52M 5.40% 1.52M 1.52M 10.00 IN OR PLACE OF ORGANIZATION 2017-01-18
22 Edward M. Giles 1.17M 6.40% 1.17M 1.17M IN United States America 2016-02-16
23 38-3698933 344.7K 0.25% 8.82M 8.82M USA 2021-11-12
24 2 10.00 12.00% 6.72M 6.72M IA, OO Number 2020-01-29
25 Group Inc. 0.00% CO Nevada 2022-02-14
26 Workhorse Holdings LLC 0.00% OO Delaware 2022-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
39
-31 vs prev Q
New positions
9
Closed positions
39
Increased
11
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. 32.2K +32.2K (+100.0%) 164.1K +164.1K (+100.0%) 0.21% +0.208 pp 0.00% +0.000 pp USD5.09 +0.0% 1 qtrs NEW
2 VANGUARD GROUP INC 20.0K +20.0K (+100.0%) 101.6K +101.6K (+100.0%) 0.13% +0.129 pp 0.00% +0.000 pp USD5.09 +0.0% 1 qtrs NEW
3 GEODE CAPITAL MANAGEMENT, LLC 17.0K +17.0K (+100.0%) 86.3K +86.3K (+100.0%) 0.11% +0.109 pp 0.00% +0.000 pp USD5.09 +0.0% 1 qtrs NEW
4 UBS GROUP AG 7.6K +7.6K (+100.0%) 38.7K +38.7K (+100.0%) 0.05% +0.049 pp 0.00% +0.000 pp USD5.09 +0.0% 1 qtrs NEW
5 BNP PARIBAS ARBITRAGE, SNC 3.1K +3.1K (+100.0%) 15.9K +15.9K (+100.0%) 0.02% +0.020 pp 0.00% +0.000 pp USD5.09 +0.0% 1 qtrs NEW
6 GROUP ONE TRADING, L.P. 788.00 +788.0 (+100.0%) 4.0K +4.0K (+100.0%) 0.01% +0.005 pp 0.00% +0.000 pp USD5.09 +0.0% 1 qtrs NEW
7 TOWER RESEARCH CAPITAL LLC (TRC) 570.00 +570.0 (+100.0%) 2.9K +2.9K (+100.0%) 0.00% +0.004 pp 0.00% +0.000 pp USD5.09 +0.0% 1 qtrs NEW
8 BELVEDERE TRADING LLC 11.9K +11.9K (+100.0%) 595.00 +595.0 (+100.0%) 0.08% +0.077 pp 0.00% +0.000 pp USD5.09 +0.0% 1 qtrs NEW
9 MORGAN STANLEY 50.00 +50.0 (+100.0%) 254.00 +254.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.08 +0.2% 1 qtrs NEW
10 ADVISOR GROUP HOLDINGS, INC. 48.00 +48.0 (+100.0%) 240.00 +240.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.08 +0.2% 1 qtrs NEW
11 BANK OF AMERICA CORP /DE/ 31.00 +31.0 (+100.0%) 159.00 +159.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.06 +0.6% 1 qtrs NEW
12 WELLS FARGO & COMPANY/MN 30.00 +30.0 (+100.0%) 153.00 +153.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.07 +0.4% 1 qtrs NEW
13 JONES FINANCIAL COMPANIES LLLP 20.00 +20.0 (+100.0%) 102.00 +102.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.05 +0.8% 1 qtrs NEW
14 SBI SECURITIES CO., LTD. 19.00 +19.0 (+100.0%) 97.00 +97.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.05 +0.8% 1 qtrs NEW
15 JPMORGAN CHASE & CO 18.00 +18.0 (+100.0%) 92.00 +92.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.06 +0.6% 1 qtrs NEW
16 DANSKE BANK A/S 12.00 +12.0 (+100.0%) 61.00 +61.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.08 +0.2% 1 qtrs NEW
17 KOHMANN BOSSHARD FINANCIAL SERVICES, LLC 6.00 +6.0 (+100.0%) 31.00 +31.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
18 SOUND INCOME STRATEGIES, LLC 5.00 +5.0 (+100.0%) 26.00 +26.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
19 RONALD BLUE TRUST, INC. 5.00 +5.0 (+100.0%) 25.00 +25.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
20 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 5.00 +5.0 (+100.0%) 25.00 +25.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
21 FARTHER FINANCE ADVISORS, LLC 5.00 +5.0 (+100.0%) 25.00 +25.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
22 ALLWORTH FINANCIAL LP 4.00 +4.0 (+100.0%) 21.00 +21.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
23 MAI CAPITAL MANAGEMENT 4.00 +4.0 (+100.0%) 21.00 +21.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
24 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4.00 +4.0 (+100.0%) 20.00 +20.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
25 NATIONAL BANK OF CANADA /FI/ 3.00 +3.0 (+100.0%) 15.00 +15.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
26 ROCKEFELLER CAPITAL MANAGEMENT L.P. 3.00 +3.0 (+100.0%) 15.00 +15.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
27 IFP ADVISORS, INC 3.00 +3.0 (+100.0%) 15.00 +15.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
28 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3.00 +3.0 (+100.0%) 15.00 +15.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
29 MCF ADVISORS LLC 2.00 +2.0 (+100.0%) 11.00 +11.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
30 TD CAPITAL MANAGEMENT LLC 2.00 +2.0 (+100.0%) 10.00 +10.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
31 CORECAP ADVISORS, LLC 2.00 +2.0 (+100.0%) 10.00 +10.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
32 EVERSOURCE WEALTH ADVISORS, LLC 2.00 +2.0 (+100.0%) 10.00 +10.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
33 FLAGSHIP HARBOR ADVISORS, LLC 2.00 +2.0 (+100.0%) 10.00 +10.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
34 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 2.00 +2.0 (+100.0%) 10.00 +10.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
35 SIGNATUREFD, LLC 2.00 +2.0 (+100.0%) 10.00 +10.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
36 HARBOUR INVESTMENTS, INC. 2.00 +2.0 (+100.0%) 10.00 +10.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
37 NEWBRIDGE FINANCIAL SERVICES GROUP, INC. 2.00 +2.0 (+100.0%) 10.00 +10.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
38 CIBC PRIVATE WEALTH GROUP, LLC 2.00 +2.0 (+100.0%) 10.00 +10.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
39 US BANCORP \DE\ 2.00 +2.0 (+100.0%) 10.00 +10.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
40 2.00 +2.0 (+100.0%) 9.00 +9.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
41 WINNOW WEALTH LLC 1.00 +1.0 (+100.0%) 6.00 +6.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
42 PARKSIDE FINANCIAL BANK & TRUST 1.00 +1.0 (+100.0%) 6.00 +6.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
43 QUADRANT CAPITAL GROUP LLC 1.00 +1.0 (+100.0%) 6.00 +6.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
44 CLEARSTEAD ADVISORS, LLC 1.00 +1.0 (+100.0%) 6.00 +6.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
45 FRIEDENTHAL FINANCIAL 1.00 +1.0 (+100.0%) 6.00 +6.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
46 ATWOOD & PALMER INC 1.00 +1.0 (+100.0%) 6.00 +6.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
47 JNBA FINANCIAL ADVISORS 1.00 +1.0 (+100.0%) 6.00 +6.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
48 ROOT FINANCIAL PARTNERS, LLC 1.00 +1.0 (+100.0%) 5.00 +5.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
49 ACTIVEST WEALTH MANAGEMENT 1.00 +1.0 (+100.0%) 5.00 +5.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
50 INVESTORS RESEARCH CORP 1.00 +1.0 (+100.0%) 5.00 +5.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
51 HORIZON FINANCIAL SERVICES, LLC 1.00 +1.0 (+100.0%) 5.00 +5.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
52 NEWEDGE ADVISORS, LLC 1.00 +1.0 (+100.0%) 5.00 +5.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
53 GLOBAL RETIREMENT PARTNERS, LLC 1.00 +1.0 (+100.0%) 5.00 +5.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
54 PARALLEL ADVISORS, LLC 1.00 +1.0 (+100.0%) 5.00 +5.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
55 FMR LLC 1.00 +1.0 (+100.0%) 5.00 +5.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
56 COMMUNITY BANK, N.A. 1.00 +1.0 (+100.0%) 5.00 +5.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
57 SMARTLEAF ASSET MANAGEMENT LLC 1.00 +1.0 (+100.0%) 5.00 +5.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
58 CLEAN YIELD GROUP 1.00 +1.0 (+100.0%) 5.00 +5.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
59 TD WATERHOUSE CANADA INC. 1.00 +1.0 (+100.0%) 5.00 +5.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
60 VERMILLION WEALTH MANAGEMENT, INC. 1.00 +1.0 (+100.0%) 5.00 +5.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
61 LODESTONE WEALTH MANAGEMENT LLC 1.00 +1.0 (+100.0%) 5.00 +5.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +1.8% 1 qtrs NEW
62 CITIGROUP INC -25.0 (-100.0%) -28.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 4 qtrs SOLD
63 SUSQUEHANNA INTERNATIONAL GROUP, LLP -41.4K (-100.0%) -45.5K (-100.0%) 0.00% -0.022 pp 0.00% +0.000 pp USD 4 qtrs SOLD
64 CITADEL ADVISORS LLC -10.1K (-100.0%) -11.1K (-100.0%) 0.00% -0.005 pp 0.00% +0.000 pp USD 4 qtrs SOLD
65 ANCORA ADVISORS, LLC -8.0 (-100.0%) -9.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 4 qtrs SOLD
66 CALDWELL SUTTER CAPITAL, INC. -1.0 (-100.0%) -1.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 4 qtrs SOLD
67 BRYN MAWR TRUST CO -2.0 (-100.0%) -2.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 4 qtrs SOLD
68 SALEM INVESTMENT COUNSELORS INC -4.0 (-100.0%) -5.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 4 qtrs SOLD
69 BARCLAYS PLC -1.0 (-100.0%) -1.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 4 qtrs SOLD
70 RENAISSANCE TECHNOLOGIES LLC -270.5K (-100.0%) -297.6K (-100.0%) 0.00% -0.145 pp 0.00% 0.000 pp USD 2 qtrs SOLD
71 NORTHERN TRUST CORP -13.5K (-100.0%) -14.9K (-100.0%) 0.00% -0.007 pp 0.00% +0.000 pp USD 2 qtrs SOLD
72 INDIANA TRUST & INVESTMENT MANAGEMENT CO -1.0 (-100.0%) -1.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 4 qtrs SOLD
73 STATE STREET CORP -37.6K (-100.0%) -41.4K (-100.0%) 0.00% -0.020 pp 0.00% +0.000 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 2 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.00% 39.5K 0.60%
2 Vanguard Extended Market ETF VXF 0.00% 226.5K 0.05%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.79
Neutral
Ratio by volume
0.56
Neutral
Buys
23
Sells
29
Shares acquired
43.7K
Shares disposed
78.3K
Cash buys
Cash sales
12.00
Net activity
-34,584
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
2025-12-15 Zion William Scott Officer 0 0.00 0
2025-12-15 Ujkashevic Fildeza Director 0 0.00 0
2025-12-15 Savoie Paul Timothy Director 0 0.00 0
2025-12-15 QUIGLEY WILLIAM G III Director M-Exempt A Common Stock, $0.001 par value per share 5,051 0.00 5,184 D
2025-12-15 O'Leary Matthew C. Director 0 0.00 0
2025-12-15 Motive GM Holdings II, LLC 10% Owner Common Stock 0 0.00 6,629,800 D
2025-12-15 Miller Austin Scott Director M-Exempt A Common Stock, $0.001 par value per share 5,051 0.00 5,181 D
2025-12-15 March Stanley Raymond Officer M-Exempt A Common Stock, $0.001 par value per share 106 0.00 204 D
2025-12-15 Mader Pamela S. Director M-Exempt A Common Stock, $0.001 par value per share 5,051 0.00 5,191 D
2025-12-15 Henricks Alan S. Director M-Exempt A Common Stock, $0.001 par value per share 1,894 0.00 1,894 D
2025-12-15 Harrington James D. Officer M-Exempt A Common Stock, $0.001 par value per share 296 0.00 464 D
2025-12-15 Griffith Scott W. Director / Officer 0 0.00 0
2025-12-15 Griffin James Francis Officer 0 0.00 0
2025-12-15 GINNAN ROBERT M Officer M-Exempt A Common Stock, $0.001 par value per share 316 0.00 484 D
2025-12-15 DEDO JACQUELINE A Director M-Exempt D Restricted Stock Units 5,051 0.00 0 D
2025-12-15 DAUCH RICHARD F Director / Officer M-Exempt A Common Stock, $0.001 par value per share 5,051 0.00 6,361 D
2025-12-15 Chess Raymond Joseph Director M-Exempt A Common Stock, $0.001 par value per share 6,314 0.00 6,529 D
2025-12-15 Botti Jean Director S-Sale D Common Stock, $0.001 par value per share 5,051 6.51 32.9K 143 D
2025-12-15 Anderson Joshua Joseph Officer M-Exempt A Common Stock, $0.001 par value per share 165 0.00 269 D
2025-08-18 QUIGLEY WILLIAM G III Director A-Award A Restricted Stock Units 60,607 0.00 60,607 D
2025-08-18 Miller Austin Scott Director A-Award A Restricted Stock Units 60,607 0.00 60,607 D
2025-08-18 Mader Pamela S. Director A-Award A Restricted Stock Units 60,607 0.00 60,607 D
2025-08-18 Henricks Alan S. Director A-Award A Restricted Stock Units 22,728 0.00 22,728 D
2025-08-18 DEDO JACQUELINE A Director A-Award A Restricted Stock Units 60,607 0.00 60,607 D
2025-08-18 DAUCH RICHARD F Director / Officer A-Award A Restricted Stock Units 60,607 0.00 60,607 D
2025-08-18 Chess Raymond Joseph Director A-Award A Restricted Stock Units 75,759 0.00 75,759 D
2025-08-18 Botti Jean Director A-Award A Restricted Stock Units 60,607 0.00 60,607 D
2025-04-17 Peters James Officer M-Exempt A Common Stock, $0.001 par value per share 100 0.00 570 D
2025-04-17 March Stanley Raymond Officer M-Exempt A Common Stock, $0.001 par value per share 80 0.00 836 D
2025-04-17 Harrington James D. Officer M-Exempt A Common Stock, $0.001 par value per share 224 0.00 1,468 D
2025-04-17 Gaul Ryan Wesley Officer M-Exempt A Common Stock, $0.001 par value per share 200 0.00 1,077 D
2025-04-17 GINNAN ROBERT M Officer S-Sale D Common Stock, $0.001 par value per share 238 1.31 311.78 1,183 D
2025-04-17 DAUCH RICHARD F Director / Officer M-Exempt A Common Stock, $0.001 par value per share 1,980 0.00 12,344 D
2025-04-17 Anderson Joshua Joseph Officer M-Exempt D Performance Share Units 120 0.00 0 D
2025-02-23 Peters James Officer F-InKind D Common Stock, $0.001 par value per share 326 0.49 158.70 5,873 D
2025-02-23 Harrington James D. Officer F-InKind D Common Stock, $0.001 par value per share 757 0.49 368.51 15,539 D
2025-02-23 Gaul Ryan Wesley Officer F-InKind D Common Stock, $0.001 par value per share 652 0.49 317.39 10,956 D
2025-02-23 GINNAN ROBERT M Officer F-InKind D Common Stock, $0.001 par value per share 800 0.49 389.44 14,787 D
2025-02-23 DAUCH RICHARD F Director / Officer F-InKind D Common Stock, $0.001 par value per share 5,783 0.49 2.8K 129,547 D
2025-02-23 Anderson Joshua Joseph Officer F-InKind D Common Stock, $0.001 par value per share 426 0.49 207.38 10,276 D
2025-02-22 Peters James Officer F-InKind D Common Stock, $0.001 par value per share 161 0.49 78.37 6,199 D
2025-02-22 March Stanley Raymond Officer F-InKind D Common Stock, $0.001 par value per share 196 0.49 95.41 9,448 D
2025-02-22 Harrington James D. Officer F-InKind D Common Stock, $0.001 par value per share 162 0.49 78.86 16,296 D
2025-02-22 Gaul Ryan Wesley Officer F-InKind D Common Stock, $0.001 par value per share 855 0.49 416.21 11,608 D
2025-02-22 GINNAN ROBERT M Officer F-InKind D Common Stock, $0.001 par value per share 1,029 0.49 500.92 15,587 D
2025-02-22 DAUCH RICHARD F Director / Officer F-InKind D Common Stock, $0.001 par value per share 1,459 0.49 710.24 135,330 D
2025-02-22 Anderson Joshua Joseph Officer F-InKind D Common Stock, $0.001 par value per share 570 0.49 277.48 10,702 D
2025-01-04 GINNAN ROBERT M Officer F-InKind D Common Stock, $0.001 par value per share 288 0.85 244.80 16,616 D
2024-12-27 Harrington James D. Officer F-InKind D Common Stock, $0.001 par value per share 89 0.79 70.31 16,458 D
2024-12-26 Peters James Officer F-InKind D Common Stock, $0.001 par value per share 233 0.78 180.58 6,360 D
2024-12-26 March Stanley Raymond Officer F-InKind D Common Stock, $0.001 par value per share 276 0.78 213.90 9,644 D
2024-12-26 Harrington James D. Officer F-InKind D Common Stock, $0.001 par value per share 665 0.78 515.38 16,547 D
2024-12-26 DAUCH RICHARD F Director / Officer F-InKind D Common Stock, $0.001 par value per share 6,162 0.78 4.8K 136,789 D
2024-10-31 DAUCH RICHARD F Director / Officer F-InKind D Common Stock, $0.001 par value per share 622 0.76 472.72 142,951 D
2024-10-20 Anderson Joshua Joseph Officer F-InKind D Common Stock, $0.001 par value per share 263 0.83 218.29 11,272 D
2024-10-01 Peters James Officer F-InKind D Common Stock, $0.001 par value per share 57 0.75 42.75 6,593 D
2024-09-15 Harrington James D. Officer F-InKind D Common Stock, $0.001 par value per share 247 0.68 167.96 17,212
2024-09-01 DAUCH RICHARD F Director / Officer F-InKind D Common Stock, $0.001 par value per share 1,245 0.68 846.60 143,573
2024-07-04 GINNAN ROBERT M Officer F-InKind D Common Stock, $0.001 par value per share 244 1.36 331.84 64,223
2024-06-27 Harrington James D. Officer F-InKind D Common Stock, $0.001 par value per share 87 1.61 140.07 61,821
2024-05-14 Declet Brandon Torres Director D-Return D Common Stock, $0.001 par value per share 157,728 0.21 33.1K 111,982
2024-04-30 DAUCH RICHARD F Director / Officer F-InKind D Common Stock, $0.001 par value per share 12,533 0.15 1.9K 8,621,893
2024-04-22 Gaul Ryan Wesley Officer F-InKind D Common Stock, $0.001 par value per share 2,040 0.16 322.32 1,053,688
2024-04-20 Graber John Wesley Officer F-InKind D Common Stock, $0.001 par value per share 2,136 0.16 344.54 705,736
2024-04-20 Anderson Joshua Joseph Officer F-InKind D Common Stock, $0.001 par value per share 6,150 0.16 992.00 722,795
2024-04-01 Peters James Officer F-InKind D Common Stock, $0.001 par value per share 1,412 0.23 320.52 537,772
2024-03-15 Harrington James D. Officer F-InKind D Common Stock, $0.001 par value per share 5,825 0.27 1.5K 1,238,135
2024-03-01 DAUCH RICHARD F Director / Officer F-InKind D Common Stock, $0.001 par value per share 25,066 0.34 8.4K 8,634,426
2024-02-23 Roraff Kerry Officer F-InKind D Common Stock, $0.001 par value per share 7,570 0.29 2.2K 642,654
2024-02-23 Peters James Officer F-InKind D Common Stock, $0.001 par value per share 6,526 0.29 1.9K 539,184
2024-02-23 Harrington James D. Officer F-InKind D Common Stock, $0.001 par value per share 15,230 0.29 4.4K 1,243,960
2024-02-23 Graber John Wesley Officer F-InKind D Common Stock, $0.001 par value per share 12,111 0.29 3.5K 697,986
2024-02-23 Gaul Ryan Wesley Officer F-InKind D Common Stock, $0.001 par value per share 13,052 0.29 3.7K 1,055,728
2024-02-23 GINNAN ROBERT M Officer F-InKind D Common Stock, $0.001 par value per share 16,009 0.29 4.6K 1,289,302
2024-02-23 DAUCH RICHARD F Director / Officer F-InKind D Common Stock, $0.001 par value per share 115,819 0.29 33.2K 8,659,492
2024-02-23 Anderson Joshua Joseph Officer F-InKind D Common Stock, $0.001 par value per share 8,524 0.29 2.4K 728,945
2024-02-22 Roraff Kerry Officer F-InKind D Common Stock, $0.001 par value per share 9,733 0.29 2.8K 650,224
2024-02-22 Peters James Officer F-InKind D Common Stock, $0.001 par value per share 1,288 0.29 367.34 549,618
2024-02-22 March Stanley Raymond Officer F-InKind D Common Stock, $0.001 par value per share 7,819 0.29 2.2K 665,291
2024-02-22 Harrington James D. Officer F-InKind D Common Stock, $0.001 par value per share 19,841 0.29 5.7K 1,259,190
2024-02-22 Graber John Wesley Officer F-InKind D Common Stock, $0.001 par value per share 12,323 0.29 3.5K 710,097
2024-02-22 Gaul Ryan Wesley Officer F-InKind D Common Stock, $0.001 par value per share 17,117 0.29 4.9K 1,068,780
2024-02-22 GINNAN ROBERT M Officer F-InKind D Common Stock, $0.001 par value per share 20,584 0.29 5.9K 1,305,311
2024-02-22 DAUCH RICHARD F Director / Officer F-InKind D Common Stock, $0.001 par value per share 137,004 0.29 39.1K 8,775,311
2024-02-22 Anderson Joshua Joseph Officer F-InKind D Common Stock, $0.001 par value per share 11,398 0.29 3.3K 737,469
2024-02-21 Workhorse Group Inc. Director A-Award A Common Stock, $0.001 par value per share 315,457 0.32 100.0K 465,885
2024-02-21 Roraff Kerry Officer A-Award A Common Stock, $0.001 par value per share 474,763 0.32 150.5K 662,782
2024-02-21 QUIGLEY WILLIAM G III Director A-Award A Common Stock, $0.001 par value per share 315,457 0.32 100.0K 397,965
2024-02-21 Peters James Officer A-Award A Common Stock, $0.001 par value per share 410,095 0.32 130.0K 552,318
2024-02-21 Miller Austin Scott Director A-Award A Common Stock, $0.001 par value per share 315,457 0.32 100.0K 388,772
2024-02-21 March Stanley Raymond Officer A-Award A Common Stock, $0.001 par value per share 473,186 0.32 150.0K 673,110
2024-02-21 Mader Pamela S. Director A-Award A Common Stock, $0.001 par value per share 315,457 0.32 100.0K 418,470
2024-02-21 Harrington James D. Officer A-Award A Common Stock, $0.001 par value per share 887,224 0.32 281.3K 1,279,031
2024-02-21 Graber John Wesley Officer A-Award A Common Stock, $0.001 par value per share 473,186 0.32 150.0K 722,420
2024-02-21 Gaul Ryan Wesley Officer A-Award A Common Stock, $0.001 par value per share 804,416 0.32 255.0K 1,085,897
2024-02-21 GINNAN ROBERT M Officer A-Award A Common Stock, $0.001 par value per share 946,372 0.32 300.0K 1,325,895
2024-02-21 Declet Brandon Torres Director A-Award A Common Stock, $0.001 par value per share 315,457 0.32 100.0K 427,439
2024-02-21 DEDO JACQUELINE A Director A-Award A Common Stock, $0.001 par value per share 315,457 0.32 100.0K 465,885
2024-02-21 DAUCH RICHARD F Director / Officer A-Award A Common Stock, $0.001 par value per share 5,725,552 0.32 1.81M 8,912,315
2024-02-21 Chess Raymond Joseph Director A-Award A Common Stock, $0.001 par value per share 394,322 0.32 125.0K 642,485
2024-02-21 Botti Jean Director A-Award A Common Stock, $0.001 par value per share 315,457 0.32 100.0K 427,439
2024-02-21 Anderson Joshua Joseph Officer A-Award A Common Stock, $0.001 par value per share 492,114 0.32 156.0K 748,867
2024-01-04 GINNAN ROBERT M Officer F-InKind D Common Stock, $0.001 par value per share 5,775 0.36 2.1K 379,523
2023-12-29 Peters James Officer F-InKind D Common Stock, $0.001 par value per share 6,249 0.36 2.2K 142,223
2023-12-29 March Stanley Raymond Officer F-InKind D Common Stock, $0.001 par value per share 7,451 0.36 2.7K 199,924
2023-12-29 Graber John Wesley Officer F-InKind D Common Stock, $0.001 par value per share 11,969 0.36 4.3K 249,234
2023-12-27 Harrington James D. Officer F-InKind D Common Stock, $0.001 par value per share 1,770 0.38 666.58 391,807
2023-10-22 Gaul Ryan Wesley Officer F-InKind D Common Stock, $0.001 par value per share 1,721 0.40 695.28 281,481
2023-10-20 Graber John Wesley Officer F-InKind D Common Stock, $0.001 par value per share 1,812 0.40 732.05 261,203
2023-10-01 Peters James Officer F-InKind D Common Stock, $0.001 par value per share 1,191 0.41 493.55 148,472
2023-09-15 Harrington James D. Officer F-InKind D Common Stock, $0.001 par value per share 4,891 0.60 2.9K 393,577
2023-09-01 DAUCH RICHARD F Director / Officer F-InKind D Common Stock, $0.001 par value per share 37,566 0.75 28.2K 3,186,763
2023-08-21 Roraff Kerry Officer F-InKind D Common Stock, $0.001 par value per share 2,383 0.80 1.9K 188,019
2023-07-04 GINNAN ROBERT M Officer F-InKind D Common Stock, $0.001 par value per share 4,891 0.99 4.8K 385,298
2023-06-27 Harrington James D. Officer F-InKind D Common Stock, $0.001 par value per share 1,770 0.80 1.4K 398,468
2023-05-02 Samuels H. Benjamin Director D-Return D Common Stock, $0.001 par value per share 24,752 0.00 455,425
2023-05-02 Roraff Kerry Officer A-Award A Performance Share Units 28,713 0.00 28,713
2023-05-02 Peters James Officer A-Award A Performance Share Units 25,743 0.00 25,743
2023-05-02 March Stanley Raymond Officer A-Award A Performance Share Units 29,703 0.00 29,703
2023-05-02 Harrington James D. Officer A-Award A Performance Share Units 55,694 0.00 55,694
2023-05-02 GINNAN ROBERT M Officer A-Award A Performance Share Units 59,406 0.00 59,406
2023-05-02 Declet Brandon Torres Director 0 0.00 0
2023-05-02 DeMott Harry Director D-Return D Common Stock, $0.001 par value per share 24,752 0.00 57,756
2023-05-02 DAUCH RICHARD F Director / Officer A-Award A Performance Share Units 495,050 0.00 495,050
2023-05-02 CLARK MICHAEL L. Director D-Return D Common Stock, $0.001 par value per share 24,752 0.00 116,254
2023-05-02 Budde Gerald B. Director D-Return D Common Stock, $0.001 par value per share 24,752 0.00 156,077
2023-05-02 Botti Jean Director 0 0.00 0
2023-05-02 Anderson Joshua Joseph Officer A-Award A Performance Share Units 30,892 0.00 30,892
2023-05-02 Ackerson Gregory T. Officer A-Award A Performance Share Units 18,565 0.00 18,565
2023-04-30 DAUCH RICHARD F Director / Officer F-InKind D Common Stock, $0.001 par value per share 12,533 0.94 11.8K 1,739,180
2023-04-22 Gaul Ryan Wesley Officer F-InKind D Common Stock, $0.001 par value per share 1,721 0.99 1.7K 283,202
2023-04-20 Graber John Wesley Officer F-InKind D Common Stock, $0.001 par value per share 1,812 1.00 1.8K 263,015
2023-04-01 Peters James Officer F-InKind D Common Stock, $0.001 par value per share 1,192 1.33 1.6K 149,663
2023-03-15 Harrington James D. Officer F-InKind D Common Stock, $0.001 par value per share 4,741 1.53 7.3K 400,238
2023-03-01 DAUCH RICHARD F Director / Officer F-InKind D Common Stock, $0.001 par value per share 25,066 1.76 44.1K 1,751,713
2023-02-25 Ackerson Gregory T. Officer F-InKind D Common Stock, $0.001 par value per share 1,145 1.91 2.2K 175,291
2023-02-23 Roraff Kerry Officer F-InKind D Common Stock, $0.001 par value per share 7,570 1.99 15.1K 104,263
2023-02-23 Peters James Officer F-InKind D Common Stock, $0.001 par value per share 6,526 1.99 13.0K 73,627
2023-02-23 Harrington James D. Officer F-InKind D Common Stock, $0.001 par value per share 15,009 1.99 29.9K 237,899
2023-02-23 Graber John Wesley Officer F-InKind D Common Stock, $0.001 par value per share 12,111 1.99 24.1K 264,827
2023-02-23 Gaul Ryan Wesley Officer F-InKind D Common Stock, $0.001 par value per share 13,052 1.99 26.0K 284,923
2023-02-23 GINNAN ROBERT M Officer F-InKind D Common Stock, $0.001 par value per share 16,009 1.99 31.9K 212,887
2023-02-23 DAUCH RICHARD F Director / Officer F-InKind D Common Stock, $0.001 par value per share 116,055 1.99 230.9K 1,776,779
2023-02-22 Samuels H. Benjamin Director A-Award A Common Stock, $0.001 par value per share 49,505 2.02 100.0K 480,177
2023-02-22 Roraff Kerry Officer A-Award A Common Stock, $0.001 par value per share 86,139 2.02 174.0K 190,402
2023-02-22 QUIGLEY WILLIAM G III Director A-Award A Common Stock, $0.001 par value per share 49,505 2.02 100.0K 82,508
2023-02-22 Peters James Officer A-Award A Common Stock, $0.001 par value per share 77,228 2.02 156.0K 150,855
2023-02-22 Miller Austin Scott Director A-Award A Common Stock, $0.001 par value per share 49,505 2.02 100.0K 73,315
2023-02-22 March Stanley Raymond Officer A-Award A Common Stock, $0.001 par value per share 89,109 2.02 180.0K 207,375
2023-02-22 Mader Pamela S. Director A-Award A Common Stock, $0.001 par value per share 49,505 2.02 100.0K 103,013
2023-02-22 Harrington James D. Officer A-Award A Common Stock, $0.001 par value per share 167,080 2.02 337.5K 404,979
2023-02-22 Graber John Wesley Officer A-Award A Performance Share Units 47,228 0.00 47,228
2023-02-22 Gaul Ryan Wesley Officer A-Award A Performance Share Units 50,496 0.00 50,496
2023-02-22 GINNAN ROBERT M Officer A-Award A Common Stock, $0.001 par value per share 178,218 2.02 360.0K 390,189
2023-02-22 DeMott Harry Director A-Award A Common Stock, $0.001 par value per share 49,505 2.02 100.0K 82,508
2023-02-22 DEDO JACQUELINE A Director A-Award A Common Stock, $0.001 par value per share 49,505 2.02 100.0K 150,428
2023-02-22 Chess Raymond Joseph Director A-Award A Common Stock, $0.001 par value per share 61,881 2.02 125.0K 248,163
2023-02-22 CLARK MICHAEL L. Director A-Award A Common Stock, $0.001 par value per share 49,505 2.02 100.0K 141,006
2023-02-22 Budde Gerald B. Director A-Award A Common Stock, $0.001 par value per share 49,505 2.02 100.0K 180,829
2023-02-22 Anderson Joshua Joseph Officer A-Award A Common Stock, $0.001 par value per share 92,674 2.02 187.2K 256,753
2023-02-22 Ackerson Gregory T. Officer A-Award A Common Stock, $0.001 par value per share 55,694 2.02 112.5K 230,985
2023-02-21 Roraff Kerry Officer F-InKind D Common Stock, $0.001 par value per share 2,824 2.02 5.7K 111,833
2023-01-04 GINNAN ROBERT M Officer F-InKind D Common Stock, $0.001 par value per share 4,859 1.69 8.2K 228,896
2022-12-31 Peters James Officer 0 0.00 0
2022-12-27 Harrington James D. Officer F-InKind D Common Stock, $0.001 par value per share 1,770 1.48 2.6K 252,908
2022-12-14 March Stanley Raymond Officer P-Purchase A Common Stock, $0.001 par value per share 24,000 1.88 45.1K 67,000
2022-12-13 March Stanley Raymond Officer P-Purchase A Common Stock, $0.001 par value per share 1,000 1.90 1.9K 43,000
2022-12-12 CLARK MICHAEL L. Director S-Sale D Common Stock, $0.001 par value per share 39,823 1.85 73.7K 91,501
2022-12-09 DEDO JACQUELINE A Director P-Purchase A Common Stock, $0.001 par value per share 52,015 1.92 99.9K 100,923
2022-12-08 DAUCH RICHARD F Officer P-Purchase A Common Stock, $0.001 par value per share 50,000 1.87 93.5K 1,892,834
2022-12-08 Chess Raymond Joseph Director P-Purchase A Common Stock, $0.001 par value per share 25,000 1.91 47.8K 186,282
2022-11-18 DeMott Harry Director S-Sale D Common Stock, $0.001 par value per share 27,871 2.43 67.8K 33,003
2022-10-31 DAUCH RICHARD F Officer F-InKind D Common Stock, $0.001 par value per share 18,783 2.70 50.7K 1,842,834
2022-10-22 Gaul Ryan Wesley Officer F-InKind D Common Stock, $0.001 par value per share 1,721 2.38 4.1K 146,489
2022-10-20 Graber John Wesley Officer F-InKind D Common Stock, $0.001 par value per share 1,812 2.32 4.2K 135,254
2022-09-15 Harrington James D. Officer F-InKind D Common Stock, $0.001 par value per share 4,891 3.27 16.0K 254,678
2022-09-01 DAUCH RICHARD F Officer F-InKind D Common Stock, $0.001 par value per share 37,566 3.14 118.0K 1,861,617
2022-08-14 Ackerson Gregory T. Officer D Stock Options 10,000 1.19 11.9K 0
2022-06-27 Harrington James D. Officer F-InKind D Common Stock, $0.001 par value per share 1,770 2.92 5.2K 259,569
2022-06-27 Ackerson Gregory T. Officer F-InKind D Common Stock, $0.001 par value per share 427 2.92 1.2K 176,436
2022-05-03 Peters James Officer D Performance Share Units 12,376 0.00 0
2022-05-03 Miller Austin Scott Director A-Award A Common Stock, $0.001 par value per share 23,810 3.19 76.0K 23,810
2022-04-30 DAUCH RICHARD F Officer F-InKind D Common Stock, $0.001 par value per share 18,783 3.01 56.5K 1,899,183
2022-04-22 Gaul Ryan Wesley Officer F-InKind D Common Stock, $0.001 par value per share 1,703 3.22 5.5K 148,210
2022-04-20 Graber John Wesley Officer F-InKind D Common Stock, $0.001 par value per share 1,757 3.26 5.7K 137,066
2022-04-20 Anderson Joshua Joseph Officer F-InKind D Common Stock, $0.001 par value per share 5,228 3.26 17.0K 164,079
2022-03-15 Mader Pamela S. Director P-Purchase A Common Stock, $0.001 par value per share 12,600 3.18 40.1K 53,508
2022-03-15 Harrington James D. Officer F-InKind D Common Stock, $0.001 par value per share 4,808 3.23 15.5K 261,339
2022-03-14 DAUCH RICHARD F Officer P-Purchase A Common Stock, $0.001 par value per share 50,000 3.10 155.0K 1,955,115
2022-03-11 March Stanley Raymond Officer P-Purchase A Common Stock, $0.001 par value per share 2,000 3.10 6.2K 118,266
2022-03-01 DAUCH RICHARD F Officer F-InKind D Common Stock, $0.001 par value per share 37,149 3.74 138.9K 1,917,966
2022-02-25 Furey Anthony Daly Officer F-InKind D Common Stock, $0.001 par value per share 1,773 3.04 5.4K 218,703
2022-02-25 Ackerson Gregory T. Officer F-InKind D Common Stock, $0.001 par value per share 1,128 3.04 3.4K 176,863
2022-02-23 Samuels H. Benjamin Director A-Award A Common Stock, $0.001 par value per share 33,003 3.03 100.0K 430,672
2022-02-23 QUIGLEY WILLIAM G III Director 0 0.00 0
2022-02-23 March Stanley Raymond Officer A-Award A Common Stock, $0.001 par value per share 60,066 3.03 182.0K 110,266
2022-02-23 Mader Pamela S. Director A-Award A Common Stock, $0.001 par value per share 33,003 3.03 100.0K 40,908
2022-02-23 Harrington James D. Officer A-Award A Common Stock, $0.001 par value per share 129,950 3.03 393.7K 266,147
2022-02-23 Graber John Wesley Officer A-Award A Common Stock, $0.001 par value per share 103,960 3.03 315.0K 138,823
2022-02-23 Gaul Ryan Wesley Officer A-Award A Performance Share Units 24,753 0.00 24,753

Executive team

Top executives
EBIT / Employee
-3.2K
Shares Outstanding
10.89M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2023 Richard F. Dauch Chief Executive Officer and Director 974.6K 2.25M 161.1K 3.39M 66.48%
2 2023 James D. Harrington General Counsel, Chief Compliance Officer, and Secretary 375.0K 442.2K 153.1K 970.3K 45.58%
3 2023 Robert M. Ginnan Chief Financial Officer 400.0K 471.7K 35.1K 906.8K 52.02%
4 2022 Richard F. Dauch Chief Executive Officer and Director 1.00M 6.42M 937.5K 142.3K 8.50M 75.53%
5 2022 Robert M. Ginnan Chief Financial Officer 392.3K 50.0K 1.22M 218.8K 32.2K 1.91M 63.77%
6 2022 Robert M. Ginnan Chief Financial Officer 392.3K 50.0K 1.05M 218.8K 32.2K 1.74M 60.23%
7 2022 James D. Harrington General Counsel, Chief Compliance Officer, and Secretary 375.0K 100.0K 722.1K 225.0K 138.9K 1.56M 46.26%
8 2021 Richard F. Dauch Chief Executive Officer and Director 442.3K 1.25M 11.60M 3.00M 12.0K 38.4K 16.35M 89.34%
9 2021 Richard Dauch Chief Executive Officer and Director 442.3K 1.25M 7.22M 3.00M 12.0K 38.4K 11.95M 85.51%
10 2021 James D. Harrington General Counsel, Chief Compliance Officer, and Secretary 164.6K 200.0K 1.56M 7.7K 27.5K 1.96M 79.55%
11 2021 James Harrington Chief Administrative Officer and General Counsel 164.6K 200.0K 1.34M 7.7K 27.5K 1.73M 77.44%
12 2021 Duane Hughes Former Chief Executive Officer, President and Director 335.4K 150.0K 875.0K 30.0K 1.39M 10.79%
13 2021 Steve Schrader Former Chief Financial Officer 268.0K 475.0K 228.3K 971.2K 48.91%
14 2021 John Graber President, Aerospace 206.5K 67.5K 450.0K 865.00 188.5K 913.4K 49.27%
15 2021 Joshua Anderson Chief Technology Officer 80.8K 50.0K 722.0K 4.2K 857.0K 84.25%
16 2021 Greg Ackerson Interim Chief Financial Officer, Controller 216.9K 100.0K 345.3K 32.1K 694.4K 49.73%
17 2020 Duane Hughes Former Chief Executive Officer, President and Director 475.0K 475.0K 384.8K 1.33M 35.59%
18 2019 Duane A. Hughes President and Chief Executive Officer 391.1K 50.0K 600.0K 666.0K 132.5K 1.84M 68.82%
19 2019 Duane Hughes Former Chief Executive Officer, President and Director 391.1K 50.0K 600.0K 666.0K 132.5K 1.84M 68.82%
20 2019 Stephen Fleming 32.3K 1.30M 45.0K 295.0K 1.67M 77.74%
21 2019 Robert Willison 217.3K 300.0K 170.6K 42.0K 729.9K 64.47%
22 2018 Stephen S. Burns CEO and Director 350.0K 350.0K 0.00%
23 2018 Stephen S. Burns Former CEO and Director 350.0K 350.0K 0.00%
24 2018 Duane Hughes President and Chief Executive Officer 275.0K 275.0K 0.00%
25 2018 Duane A. Hughes President and Chief Executive Officer 275.0K 275.0K 0.00%
26 2018 Paul Gaitan Chief Financial Officer 200.0K 200.0K 0.00%
27 2017 Stephen S. Burns CEO and Director 343.8K 1.99M 2.33M 85.28%
28 2017 Stephen S. Burns Former CEO and Director 343.8K 1.99M 2.33M 85.28%
29 2017 Duane Hughes President and Chief Executive Officer 253.8K 796.4K 1.05M 75.84%
30 2017 Duane A. Hughes President and Chief Executive Officer 253.8K 796.4K 1.05M 75.84%
31 2017 Duane Hughes President and Chief Operating Officer 253.8K 796.4K 1.05M 75.84%
32 2017 Paul Gaitan Chief Financial Officer 200.0K 322.2K 522.2K 61.70%
33 2017 Paul Gaitan Chief Financial Officer 200.0K 322.2K 522.2K 61.70%
34 2016 Stephen S. Burns CEO and Director 275.0K 231.2K 506.2K 45.68%
35 2016 Julio C. Rodriguez Chief Financial Officer 150.0K 125.1K 275.1K 45.47%
36 2016 Duane Hughes President and Chief Executive Officer 144.0K 125.1K 269.1K 46.48%
37 2016 Duane Hughes President 144.0K 125.1K 269.1K 46.48%
38 2016 Duane Hughes President and Chief Operating Officer 144.0K 125.1K 269.1K 46.48%
39 2015 Stephen S. Burns CEO and Director 275.0K 111.9K 386.9K 28.92%
40 2015 Stephen S. Burns CEO and Director 275.0K 111.9K 386.9K 28.92%
41 2015 Julio C. Rodriguez Chief Financial Officer 150.0K 56.0K 206.0K 27.17%
42 2015 Julio C. Rodriguez Chief Financial Officer 150.0K 56.0K 206.0K 27.17%
43 2015 Duane Hughes President 138.0K 44.8K 182.8K 24.49%
44 2015 Martin J. Rucidlo President 125.0K 22.4K 147.4K 15.19%
45 2014 Stephen S. Burns CEO and Director 200.0K 256.0K 456.0K 56.14%
46 2014 Martin J. Rucidlo President 125.0K 112.1K 237.1K 47.27%
47 2014 Julio C. Rodriguez Chief Financial Officer 150.0K 68.8K 218.8K 31.45%
48 2013 Stephen S. Burns CEO and Director 200.0K 11.2K 211.2K 5.29%
49 2013 Julio C. Rodriguez CFO 150.0K 45.0K 195.0K 23.08%
50 2013 Martin J. Rucidlo President 125.0K 30.6K 155.6K 19.67%
51 2013 James E. Taylor Chairman of the Board 80.0K 80.0K 0.00%
52 2013 Richard J. Calme Director of Finance 75.0K 3.7K 78.7K 4.73%
53 2013 Paul V. Gonzales CFO
54 2012 Stephen S. Burns CEO and Director 200.0K 211.2K 0.00%
55 2012 Martin J. Rucidlo President 108.3K 138.9K 0.00%
56 2012 James E. Taylor Chairman of the Board 125.0K 125.0K 0.00%
57 2012 Richard J. Calme Director of Finance 75.0K 78.7K 0.00%
58 2012 Paul V. Gonzales CFO 56.3K 56.3K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-11-18 DEFA14A
2025-11-18 DEFA14A
2025-11-14 DEFA14A
2025-11-13 DEFA14A
2025-11-12 DEFA14A
2025-11-12 DEFA14A
2025-11-10 DEFA14A
2025-11-10 DEFA14A
2025-11-07 DEFA14A
2025-11-06 DEFA14A
2025-11-06 DEFA14A
2025-11-06 DEFA14A
2025-11-04 DEFA14A
2025-11-04 DEFA14A
2025-10-31 DEFA14A
2025-10-30 DEFA14A
2025-10-30 DEFA14A
2025-10-30 DEFA14A
2025-10-23 DEFA14A
2025-10-23 DEFA14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-04-29 10-K/A
2026-04-27 8-K
2026-04-23 8-K
2026-03-31 8-K
2026-03-31 10-K
2026-03-24 8-K/A
2026-03-09 8-K
2026-01-28 3
2026-01-28 3
2026-01-22 3/A

Executive team

NameTitleCompensationGender
Scott W. Griffith CEO & Director 621.3K male
Stan March Vice President of Business Development 574.1K male
Robert Ginnan Chief Financial Officer 402.4K male
Joshua Joseph Anderson Executive Vice President of Operations 333.0K male
Samuel Chang Co-Founder male
Vince Mariano Head of Corporate Strategy & Development male
Vishal Parikh Co-Founder male
Benson Tsai Co-Founder male
Wayne Logan Chief Engineer male
Doug Mandell Co-Founder, General Counsel and Advisor male
John Knudtson Advisor male
Matthew O'Leary Executive Chairman male
ESG Rating
B
AUTO - MANUFACTURERS
Rank: 25 out of 38
2020
E (Environmental)
72.8 / 67.4
Company / Sector avg.
S (Social)
65.6 / 66.1
Company / Sector avg.
G (Governance)
71.2 / 64.0
Company / Sector avg.
ESG Total
69.9 / 65.8
Company / Sector avg.
ESG Score History AUTO - MANUFACTURERS
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2020-09-21 2021-03-25 Warren Davidson OH08 Purchase $15,001 - $50,000
2020-08-28 2021-03-25 Warren Davidson OH08 Sale (Full) $50,001 - $100,000
2018-02-06 2018-10-10 Warren Davidson oH08 Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits