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Zentalis Pharmaceuticals, Inc. (ZNTL)

USD4.71 -0.06 (-1.26%)
US NASDAQ Healthcare Biotechnology
Address 10275 Science Center Drive 92121
San Diego, CA, US
CEO Julia Marie Eastland
IPO 2020-04-03
CIK 1725160 ISIN US98943L1070

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Description

Zentalis Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which engages in discovering and developing clinically differentiated, novel small molecule therapeutics targeting fundamental biological pathways of cancer. It develops a broad pipeline of product candidates with an initial focus on validated oncology targets with the potential to address large patient populations. The company was founded by Kevin D. Bunker and Cam Gallagher on December 23, 2014 and is headquartered in San Diego, CA.

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
USD4.71 -0.06 (-1.26%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.98
Float Shares
48.67M
Free Float %
68.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.00% +0.47% -23.02% +79.08% +224.24% +217.04% +253.72% -84.73% -92.57% -81.55% -81.55%
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) Buy
Price Targets & DCF
Current price
4.71
Low 10.00 +112.3%
Consensus 10.00 +112.3%
Median 10.00 +112.3%
High 10.00 +112.3%
Ratings Trend (MoM) 44% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 4 0
Hold 5 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
10.00
+112.3%
Last Year 2
6.00
+27.4%
All Time 13
27.23
+478.1%
Quality scores
Altman Z-Score
-5.12
Distress
Piotroski F-Score
1 / 9
Weak
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 Biotechnology: +1.6%
    -100.0%
  • EPS growth Biotechnology: +29.7%
    +18.0% Q1'26: +25.4% (vs Q1'25)
  • FCF margin FCF growth · Biotechnology: +16.2%
  • EBIT margin Biotechnology: +0.0%
  • ROIC Biotechnology: -16.1%
    -1,466.6% Q1'26: -2,717.5% (vs Q1'25)
  • Share dilution Biotechnology: -3.4%
    +1.1% Q1'26: -2.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Biotechnology: 0.16×
    -0.27× Q1'26: -0.23× (vs Q1'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (2.00) × ERP
WACC = 89% × Ke + 11% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 4.71
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 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
8 Rev. Ana.
7 EPS Ana.
Dec 2027
7 Rev. Ana.
6 EPS Ana.
Dec 2028
7 Rev. Ana.
6 EPS Ana.
Dec 2029
3 Rev. Ana.
4 EPS Ana.
Dec 2030
6 Rev. Ana.
2 EPS Ana.
Revenue
est: 40.56M (-100.0%)
67.43M
est: 40.62M (+66.0%)
est: 2.67M (-100.0%)
2.14M
974.6K – 2.81M
-19.6% YoY
24.52M
11.15M – 32.16M
+1,044.3% YoY
83.70M
80.66M – 86.75M
+241.3% YoY
177.22M
80.60M – 232.46M
+111.7% YoY
285.92M
130.04M – 375.04M
+61.3% YoY
EBITDA
-247.60M
est: 24.34M (-1,117.4%)
-186.17M
est: 24.37M (-863.8%)
-144.27M
est: 1.60M (-9,117.1%)
1.29M
584.8K – 1.69M
-19.6% YoY
14.71M
6.69M – 19.30M
+1,044.3% YoY
50.22M
48.39M – 52.05M
+241.3% YoY
106.33M
48.36M – 139.48M
+111.7% YoY
171.55M
78.02M – 225.02M
+61.3% YoY
EBIT
-248.99M
est: 24.34M (-1,123.1%)
-187.46M
est: 24.37M (-869.1%)
-145.01M
est: 1.60M (-9,163.3%)
1.29M
584.8K – 1.69M
-19.6% YoY
14.71M
6.69M – 19.30M
+1,044.3% YoY
50.22M
48.39M – 52.05M
+241.3% YoY
106.33M
48.36M – 139.48M
+111.7% YoY
171.55M
78.02M – 225.02M
+61.3% YoY
Net Income
-292.19M
est: -194.65M (-50.1%)
-165.84M
est: -179.50M (+7.6%)
-137.06M
est: -137.06M (+0.0%)
-152.15M
-166.76M – -100.77M
-11.0% YoY
-150.61M
-167.95M – -78.66M
+1.0% YoY
-149.66M
-164.11M – -34.96M
+0.6% YoY
-52.11M
-73.22M – -15.18M
+65.2% YoY
3.35M
976.8K – 4.71M
+106.4% YoY
SGA
59.40M
est: 42.93M (+38.4%)
87.12M
est: 43.00M (+102.6%)
37.72M
est: 2.82M (+1,236.3%)
2.27M
1.03M – 2.97M
-19.6% YoY
25.95M
11.80M – 34.04M
+1,044.3% YoY
88.59M
85.37M – 91.82M
+241.3% YoY
187.57M
85.31M – 246.04M
+111.7% YoY
302.62M
137.63M – 396.94M
+61.3% YoY
EPS
-4.47
est: -2.75 (-62.8%)
-2.33
est: -2.46 (+5.4%)
-1.91
est: -1.82 (-4.7%)
-1.92
-2.32 – -1.40
-5.0% YoY
-1.65
-2.34 – -1.09
+14.0% YoY
-1.48
-2.28 – -0.49
+9.9% YoY
-0.73
-1.02 – -0.21
+51.2% YoY
0.05
0.01 – 0.07
+106.4% 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 5/5
2026-05-08 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-07 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-06 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-05 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-04 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-01 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-04-30 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-04-29 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-04-28 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-04-27 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-04-24 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-04-23 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-04-22 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-04-21 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-04-20 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-04-17 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-16 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-385.08M
OE per share TTM
-5.36
Owner's Yield
-128.05%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
322.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
34
Total invested
21.30M
Insider transactions (90d)
0
Beneficial owners (>5%)
18
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 David E. Goel 9.20M 16.45% 9.20M 10.00 HC, IN United States of America 2022-06-03
2 Matrix Capital Management Company LP 9.20M 16.45% 9.20M 11.00 IA, PN 2022-06-03
3 Eventide Asset Management, LLC 7.09M 9.97% 7.09M 7.09M IA Delaware 2024-11-06
4 Finny Kuruvilla, M.D. Ph. D. 7.09M 9.97% 7.09M HC, IN United States 2024-11-06
5 Robin C. John 7.09M 9.97% 7.09M HC, IN United States 2024-11-06
6 Abigail P. Johnson 5.08M 7.14% 5.08M IN United States of America 2024-10-07
7 FMR LLC 5.08M 7.14% 5.07M 5.08M HC Delaware 2024-10-07
8 Wellington Group Holdings LLP 3.62M 6.34% 3.18M HC Massachusetts 2023-02-06
9 Wellington Investment Advisors Holdings LLP 3.62M 6.34% 3.18M HC Massachusetts 2023-02-06
10 Wellington Management Group LLP 3.62M 6.34% 3.18M HC Massachusetts 2023-02-06
11 Wellington Management Company LLP 3.49M 6.12% 3.16M IA Massachusetts 2023-02-06
12 STATE STREET CORPORATION 3.08M 5.40% 3.00M 3.08M HC 2023-02-07
13 TYBOURNE CAPITAL MANAGEMENT (HK) LIMITED 2.23M 3.90% 2.23M 2.23M FI Hong Kong 2023-02-14
14 TYBOURNE CAPITAL MANAGEMENT LIMITED 2.23M 3.90% 2.23M 2.23M HC Cayman Islands 2023-02-14
15 TYBOURNE KESARI LIMITED 2.23M 3.90% 2.23M 2.23M HC Cayman Islands 2023-02-14
16 VISWANATHAN KRISHNAN 2.23M 3.90% 2.23M 2.23M HC, IN 2023-02-14
17 95-1411037 13.00 5.30% 3.05M 3.05M IA Delaware 2023-02-13
18 2. 10.00 5.40% 3.84M HC, IN Delaware 2023-11-17

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
34
-51 vs prev Q
New positions
10
Closed positions
61
Increased
18
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 1.32M +1.3M (+100.0%) 1.78B +1.8B (+100.0%) 1.83% +1.830 pp 2.04% +2.038 pp USD1.35 +0.0% 1 qtrs NEW
2 5AM VENTURE MANAGEMENT, LLC 3.95M +3.5M (+705.7%) 5.33M +4.6M (+620.3%) 5.47% +4.792 pp 1.68% +1.405 pp USD4.68 -71.2% 11 qtrs
3 RENAISSANCE TECHNOLOGIES LLC 2.88M +558.4K (+24.0%) 3.89M +381.8K (+10.9%) 4.00% +0.768 pp 0.01% +0.001 pp USD3.37 -59.9% 12 qtrs
4 VANGUARD GROUP INC 2.86M -48.8K (-1.7%) 3.86M -530.6K (-12.1%) 3.96% -0.076 pp 0.00% +0.000 pp USD31.64 -95.7% 23 qtrs
5 ACADIAN ASSET MANAGEMENT LLC 2.85M +4.1K (+0.1%) 3.84M -452.0K (-10.5%) 3.95% -0.002 pp 0.01% -0.001 pp USD2.17 -37.8% 6 qtrs
6 D. E. SHAW & CO., INC. 1.66M +251.6K (+17.9%) 2.24M +114.2K (+5.4%) 2.30% +0.345 pp 0.00% +0.000 pp USD3.05 -55.7% 10 qtrs
7 TWO SIGMA ADVISERS, LP 1.48M +22.3K (+1.5%) 2.00M -203.7K (-9.2%) 2.06% +0.027 pp 0.00% -0.001 pp USD3.43 -60.6% 8 qtrs
8 TWO SIGMA INVESTMENTS, LP 1.47M +108.1K (+7.9%) 1.99M -72.2K (-3.5%) 2.04% +0.146 pp 0.00% 0.000 pp USD3.41 -60.4% 11 qtrs
9 OPALEYE MANAGEMENT INC. 1.40M +1.1M (+342.6%) 1.89M +1.4M (+295.7%) 1.94% +1.502 pp 0.25% +0.182 pp USD1.77 -23.7% 8 qtrs
10 BANK OF AMERICA CORP /DE/ 1.37M -181.5K (-11.7%) 1.85M -492.9K (-21.1%) 1.90% -0.256 pp 0.00% +0.000 pp USD2.70 -50.0% 23 qtrs
11 DECHENG CAPITAL LLC 1.32M +— (+0.0%) 1.79M -211.7K (-10.6%) 1.83% -0.004 pp 0.24% -0.108 pp USD11.59 -88.4% 9 qtrs
12 BLACKROCK, INC. 1.25M +464.0 (+0.0%) 1.69M -199.3K (-10.6%) 1.73% -0.003 pp 0.00% +0.000 pp USD3.68 -63.3% 6 qtrs
13 GSA CAPITAL PARTNERS LLP 1.17M +91.9K (+8.5%) 1.58M -48.0K (-3.0%) 1.62% +0.124 pp 0.14% +0.000 pp USD1.66 -18.7% 10 qtrs
14 PRIMECAP MANAGEMENT CO/CA/ 957.4K -5.2K (-0.5%) 1.29M -161.0K (-11.1%) 1.33% -0.010 pp 0.00% 0.000 pp USD29.38 -95.4% 23 qtrs
15 PFIZER INC 953.8K +— (+0.0%) 1.29M -152.6K (-10.6%) 1.32% -0.003 pp 0.54% +0.215 pp USD3.03 -55.4% 5 qtrs
16 MORGAN STANLEY 803.7K -604.2K (-42.9%) 1.08M -1.0M (-49.0%) 1.11% -0.842 pp 0.00% 0.000 pp USD10.17 -86.7% 23 qtrs
17 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 787.1K +406.2K (+106.7%) 1.06M +487.5K (+84.8%) 1.09% +0.562 pp 0.00% +0.001 pp USD2.49 -45.8% 8 qtrs
18 UBS GROUP AG 674.6K +141.9K (+26.6%) 910.7K +106.4K (+13.2%) 0.94% +0.195 pp 0.00% +0.000 pp USD2.17 -37.8% 23 qtrs
19 MILLENNIUM MANAGEMENT LLC 673.1K -229.4K (-25.4%) 908.7K -454.1K (-33.3%) 0.93% -0.321 pp 0.00% 0.000 pp USD3.07 -56.0% 14 qtrs
20 ALMITAS CAPITAL LLC 610.1K +152.8K (+33.4%) 823.6K +133.0K (+19.3%) 0.85% +0.211 pp 0.18% +0.023 pp USD2.83 -52.3% 6 qtrs
21 GEODE CAPITAL MANAGEMENT, LLC 589.1K -117.0 (0.0%) 795.7K -94.5K (-10.6%) 0.82% -0.002 pp 0.00% +0.000 pp USD36.92 -96.3% 23 qtrs
22 XTX TOPCO LTD 576.7K +28.1K (+5.1%) 778.6K -49.9K (-6.0%) 0.80% +0.037 pp 0.02% -0.023 pp USD2.12 -36.3% 14 qtrs
23 BARCLAYS PLC 568.4K +493.0K (+654.0%) 767.4K +489.9K (+176.6%) 0.79% +0.683 pp 0.00% +0.000 pp USD1.37 -1.5% 16 qtrs
24 WOODLINE PARTNERS LP 530.6K +— (+0.0%) 716.3K -84.9K (-10.6%) 0.74% -0.002 pp 0.00% -0.001 pp USD16.42 -91.8% 23 qtrs
25 JANE STREET GROUP, LLC 473.2K -172.4K (-26.7%) 638.8K -336.1K (-34.5%) 0.66% -0.241 pp 0.00% 0.000 pp USD2.79 -51.6% 17 qtrs
26 STONEPINE CAPITAL MANAGEMENT, LLC 463.7K +9.9K (+2.2%) 626.0K -59.2K (-8.6%) 0.64% +0.012 pp 0.46% -0.100 pp USD1.48 -8.8% 4 qtrs
27 PEAPOD LANE CAPITAL LLC 448.9K -116.5K (-20.6%) 606.0K -247.9K (-29.0%) 0.62% -0.163 pp 0.52% -0.248 pp USD1.59 -15.1% 4 qtrs
28 BNP PARIBAS ARBITRAGE, SNC 419.4K +260.4K (+163.9%) 566.1K +326.2K (+135.9%) 0.58% +0.361 pp 0.00% +0.000 pp USD1.57 -14.0% 5 qtrs
29 STATE STREET CORP 271.8K +— (+0.0%) 366.9K -43.5K (-10.6%) 0.38% -0.001 pp 0.00% +0.000 pp USD28.06 -95.2% 23 qtrs
30 CREATIVE PLANNING 260.0K +— (+0.0%) 351.0K -41.6K (-10.6%) 0.36% -0.001 pp 0.00% +0.000 pp USD1.61 -16.1% 9 qtrs
31 MARSHALL WACE, LLP 247.8K +247.8K (+100.0%) 334.5K +334.5K (+100.0%) 0.34% +0.344 pp 0.00% +0.000 pp USD1.35 +0.0% 1 qtrs NEW
32 FMR LLC 243.3K +40.0K (+19.7%) 328.5K +21.5K (+7.0%) 0.34% +0.055 pp 0.00% +0.000 pp USD28.37 -95.2% 23 qtrs
33 ANFIELD CAPITAL MANAGEMENT, LLC 242.6K +171.2K (+239.9%) 327.5K +219.7K (+203.9%) 0.34% +0.237 pp 0.10% +0.072 pp USD1.95 -30.8% 7 qtrs
34 INVESCO LTD. 188.6K +15.0K (+8.6%) 254.6K -7.6K (-2.9%) 0.26% +0.020 pp 0.00% +0.000 pp USD7.58 -82.2% 23 qtrs
35 JPMORGAN CHASE & CO 185.0K -538.1K (-74.4%) 249.8K -842.1K (-77.1%) 0.26% -0.748 pp 0.00% +0.000 pp USD4.72 -71.4% 23 qtrs
36 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 130.4K -35.9K (-21.6%) 232.1K -25.6K (-9.9%) 0.18% -0.050 pp 0.00% 0.000 pp USD5.31 -74.6% 8 qtrs
37 SEI INVESTMENTS CO 167.1K +— (+0.0%) 225.6K -26.7K (-10.6%) 0.23% -0.001 pp 0.00% +0.000 pp USD1.84 -26.6% 5 qtrs
38 QUADRATURE CAPITAL LTD 137.6K +76.9K (+126.8%) 185.7K +93.5K (+101.5%) 0.19% +0.107 pp 0.00% +0.001 pp USD1.29 +4.7% 3 qtrs
39 QUARRY LP 132.0K +23.3K (+21.4%) 178.2K +14.0K (+8.5%) 0.18% +0.032 pp 0.03% -0.008 pp USD2.12 -36.3% 6 qtrs
40 JACOBS LEVY EQUITY MANAGEMENT, INC 124.5K -576.1K (-82.2%) 168.1K -889.8K (-84.1%) 0.17% -0.801 pp 0.00% -0.004 pp USD1.72 -21.5% 5 qtrs
41 GOLDMAN SACHS GROUP INC 118.2K -226.9K (-65.8%) 159.6K -361.6K (-69.4%) 0.16% -0.316 pp 0.00% +0.000 pp USD6.87 -80.3% 23 qtrs
42 WALLEYE CAPITAL LLC 110.4K -10.0K (-8.3%) 149.1K -32.8K (-18.0%) 0.15% -0.014 pp 0.00% 0.000 pp USD2.41 -44.0% 7 qtrs
43 SQUAREPOINT OPS LLC 107.7K +86.4K (+405.3%) 145.4K +113.2K (+351.7%) 0.15% +0.120 pp 0.00% +0.000 pp USD2.28 -40.8% 21 qtrs
44 POINT72 ASSET MANAGEMENT, L.P. 100.3K +100.3K (+100.0%) 135.4K +135.4K (+100.0%) 0.14% +0.139 pp 0.00% +0.000 pp USD1.35 +0.0% 1 qtrs NEW
45 DIMENSIONAL FUND ADVISORS LP 96.3K -88.8K (-48.0%) 129.9K -149.4K (-53.5%) 0.13% -0.124 pp 0.00% +0.000 pp USD19.51 -93.1% 16 qtrs
46 NORTHERN TRUST CORP 92.9K -1.2K (-1.3%) 125.4K -16.7K (-11.8%) 0.13% -0.002 pp 0.00% +0.000 pp USD40.50 -96.7% 23 qtrs
47 GRAHAM CAPITAL MANAGEMENT, L.P. 90.9K -61.2K (-40.2%) 122.7K -107.0K (-46.6%) 0.13% -0.085 pp 0.00% -0.001 pp USD1.75 -22.9% 7 qtrs
48 PANAGORA ASSET MANAGEMENT INC 86.6K -11.3K (-11.5%) 117.0K -30.9K (-20.9%) 0.12% -0.016 pp 0.00% 0.000 pp USD1.51 -10.6% 2 qtrs
49 ADAR1 CAPITAL MANAGEMENT, LLC 80.0K +30.0K (+60.0%) 108.0K +32.5K (+43.0%) 0.11% +0.041 pp 0.01% +0.001 pp USD1.23 +9.8% 3 qtrs
50 RBF CAPITAL, LLC 80.0K +— (+0.0%) 108.0K -12.8K (-10.6%) 0.11% 0.000 pp 0.00% -0.001 pp USD1.16 +16.4% 3 qtrs
51 BRIDGEWAY CAPITAL MANAGEMENT, LLC 77.3K +— (+0.0%) 104.4K -12.4K (-10.6%) 0.11% 0.000 pp 0.00% 0.000 pp USD3.03 -55.4% 5 qtrs
52 49 WEALTH MANAGEMENT, LLC 70.9K +42.7K (+151.5%) 95.7K +53.2K (+124.9%) 0.10% +0.059 pp 0.01% +0.004 pp USD2.68 -49.6% 8 qtrs
53 COMMONWEALTH EQUITY SERVICES, LLC 61.4K +425.0 (+0.7%) 82.9K -9.1K (-9.9%) 0.09% +0.000 pp 0.00% +0.000 pp USD15.33 -91.2% 8 qtrs
54 BARR E S & CO 57.5K +17.5K (+43.8%) 77.6K +17.2K (+28.5%) 0.08% +0.024 pp 0.00% +0.001 pp USD1.52 -11.2% 4 qtrs
55 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 51.1K +— (+0.0%) 68.9K -8.2K (-10.6%) 0.07% 0.000 pp 0.00% +0.000 pp USD1.59 -15.1% 4 qtrs
56 ALGERT GLOBAL LLC 48.5K +— (+0.0%) 65.0K -8.0K (-11.0%) 0.07% 0.000 pp 0.00% 0.000 pp USD1.51 -10.6% 9 qtrs
57 AQR CAPITAL MANAGEMENT LLC 46.0K -61.0K (-57.0%) 62.1K -99.4K (-61.6%) 0.06% -0.085 pp 0.00% 0.000 pp USD2.31 -41.6% 6 qtrs
58 TUDOR INVESTMENT CORP ET AL 34.8K +— (+0.0%) 47.0K -5.6K (-10.6%) 0.05% 0.000 pp 0.00% +0.000 pp USD3.68 -63.3% 10 qtrs
59 FEDERATED HERMES, INC. 34.6K -6.5K (-15.9%) 46.7K -15.4K (-24.8%) 0.05% -0.009 pp 0.00% +0.000 pp USD18.66 -92.8% 22 qtrs
60 REGENCY CAPITAL MANAGEMENT INC.\DE 29.5K +— (+0.0%) 39.8K -4.7K (-10.6%) 0.04% 0.000 pp 0.02% -0.005 pp USD17.62 -92.3% 10 qtrs
61 PRUDENTIAL FINANCIAL INC 24.6K +3.0K (+13.7%) 33.1K +527.0 (+1.6%) 0.03% +0.004 pp 0.00% +0.000 pp USD2.00 -32.5% 5 qtrs
62 CARSON ADVISORY INC. 23.5K -8.6K (-26.8%) 31.7K -16.7K (-34.6%) 0.03% -0.012 pp 0.02% -0.010 pp USD8.19 -83.5% 8 qtrs
63 ACORN WEALTH ADVISORS, LLC 20.0K +— (+0.0%) 27.0K -3.2K (-10.6%) 0.03% 0.000 pp 0.01% -0.001 pp USD1.16 +16.4% 3 qtrs
64 SIVIA CAPITAL PARTNERS, LLC 20.0K +20.0K (+100.0%) 27.0K +27.0K (+100.0%) 0.03% +0.028 pp 0.01% +0.006 pp USD1.35 +0.0% 1 qtrs NEW
65 RAYMOND JAMES FINANCIAL INC 19.9K -700.0 (-3.4%) 26.9K -4.2K (-13.6%) 0.03% -0.001 pp 0.00% +0.000 pp USD3.03 -55.4% 5 qtrs
66 QUBE RESEARCH & TECHNOLOGIES LTD 17.5K -39.2K (-69.2%) 23.6K -61.9K (-72.4%) 0.02% -0.055 pp 0.00% 0.000 pp USD1.31 +3.1% 3 qtrs
67 BIRCHVIEW CAPITAL, LP 17.0K +— (+0.0%) 23.0K -2.7K (-10.6%) 0.02% +0.000 pp 0.01% -0.006 pp USD14.44 -90.7% 9 qtrs
68 EVERGREEN CAPITAL MANAGEMENT LLC 16.9K +— (+0.0%) 22.8K -2.7K (-10.6%) 0.02% +0.000 pp 0.00% 0.000 pp USD21.63 -93.8% 14 qtrs
69 AMERICAN CENTURY COMPANIES INC 12.9K +12.9K (+100.0%) 17.4K +17.4K (+100.0%) 0.02% +0.018 pp 0.00% +0.000 pp USD1.35 +0.0% 1 qtrs NEW
70 ROYAL BANK OF CANADA 12.7K +12.3K (+2,919.0%) 17.0K +16.0K (+1,600.0%) 0.02% +0.017 pp 0.00% +0.000 pp USD1.46 -7.5% 23 qtrs
71 IEQ CAPITAL, LLC 12.2K -21.9K (-64.2%) 16.5K -35.1K (-68.0%) 0.02% -0.031 pp 0.00% 0.000 pp USD1.82 -25.8% 5 qtrs
72 SHAY CAPITAL LLC 10.7K +10.7K (+100.0%) 14.4K +14.4K (+100.0%) 0.01% +0.015 pp 0.00% +0.002 pp USD1.35 +0.0% 1 qtrs NEW
73 CWM, LLC 8.6K -4.6K (-34.7%) 12.0K -8.0K (-40.0%) 0.01% -0.006 pp 0.00% +0.000 pp USD1.80 -25.0% 11 qtrs
74 HIGHLINE WEALTH PARTNERS LLC 5.0K -7.0K (-58.3%) 6.8K -11.4K (-62.7%) 0.01% -0.010 pp 0.00% -0.003 pp USD1.31 +3.1% 3 qtrs
75 EVERSOURCE WEALTH ADVISORS, LLC 1.6K -949.0 (-36.6%) 2.2K -1.7K (-43.3%) 0.00% -0.001 pp 0.00% 0.000 pp USD9.26 -85.4% 11 qtrs
76 BRYN MAWR TRUST CO 1.0K +— (+0.0%) 1.4K -160.0 (-10.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.68 -63.3% 6 qtrs
77 NISA INVESTMENT ADVISORS, LLC 387.00 +— (+0.0%) 522.00 -62.0 (-10.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.49 -61.3% 19 qtrs
78 HIGHMARK WEALTH MANAGEMENT LLC 130.00 +— (+0.0%) 175.00 -21.0 (-10.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD28.21 -95.2% 11 qtrs
79 OPTIVER HOLDING B.V. 44.00 +— (+0.0%) 59.00 -7.0 (-10.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.50 -10.0% 2 qtrs
80 SBI SECURITIES CO., LTD. 27.00 -1.0 (-3.6%) 36.00 -6.0 (-14.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.93 -53.9% 5 qtrs
81 INSPIRE INVESTING, LLC 16.00 +16.0 (+100.0%) 22.00 +22.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.31 +3.1% 1 qtrs NEW
82 CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD 1.00 +— (+0.0%) 1.00 -1.0 (-50.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.00 +35.0% 4 qtrs
83 TOWER RESEARCH CAPITAL LLC (TRC) -29.4K (-100.0%) -44.4K (-100.0%) 0.00% -0.041 pp 0.00% -0.001 pp USD 23 qtrs SOLD
84 CHARLES SCHWAB INVESTMENT MANAGEMENT INC -42.0K (-100.0%) -63.4K (-100.0%) 0.00% -0.058 pp 0.00% +0.000 pp USD 23 qtrs SOLD
85 CATALYST FUNDS MANAGEMENT PTY LTD -51.4K (-100.0%) -77.6K (-100.0%) 0.00% -0.071 pp 0.00% -0.012 pp USD 3 qtrs SOLD
86 HRT FINANCIAL LP -30.4K (-100.0%) -45.0K (-100.0%) 0.00% -0.042 pp 0.00% 0.000 pp USD 8 qtrs SOLD
87 CAPTRUST FINANCIAL ADVISORS -10.5K (-100.0%) -15.8K (-100.0%) 0.00% -0.015 pp 0.00% +0.000 pp USD 5 qtrs SOLD
88 SAVANT CAPITAL, LLC -16.5K (-100.0%) -24.9K (-100.0%) 0.00% -0.023 pp 0.00% 0.000 pp USD 5 qtrs SOLD
89 VOLEON CAPITAL MANAGEMENT LP -27.2K (-100.0%) -41.0K (-100.0%) 0.00% -0.038 pp 0.00% -0.001 pp USD 2 qtrs SOLD
90 IFP ADVISORS, INC -24.0 (-100.0%) -36.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 5 qtrs SOLD
91 BALYASNY ASSET MANAGEMENT L.P. -1.2M (-100.0%) -1.8M (-100.0%) 0.00% -1.647 pp 0.00% -0.002 pp USD 9 qtrs SOLD
92 AMERIPRISE FINANCIAL INC -52.6K (-100.0%) -79.4K (-100.0%) 0.00% -0.073 pp 0.00% +0.000 pp USD 5 qtrs SOLD
93 ENGINEERS GATE MANAGER LP -13.6K (-100.0%) -20.6K (-100.0%) 0.00% -0.019 pp 0.00% 0.000 pp USD 10 qtrs SOLD
94 CLEARSTEAD ADVISORS, LLC -1.1K (-100.0%) -1.7K (-100.0%) 0.00% -0.002 pp 0.00% +0.000 pp USD 3 qtrs SOLD
95 CITIGROUP INC -906.0 (-100.0%) -1.4K (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 23 qtrs SOLD
96 CITADEL ADVISORS LLC -33.0K (-100.0%) -49.8K (-100.0%) 0.00% -0.046 pp 0.00% +0.000 pp USD 13 qtrs SOLD
97 SUSQUEHANNA INTERNATIONAL GROUP, LLP -10.4K (-100.0%) -15.7K (-100.0%) 0.00% -0.014 pp 0.00% +0.000 pp USD 6 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 44 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Federated Hermes MDT Small Cap Core ETF FSCC 0.17% 283.1K 0.51%
2 iShares Micro-Cap ETF IWC 0.05% 806.7K 0.60%
3 Invesco Russell 2000 Dynamic Multifactor ETF OMFS 0.04% 104.7K 0.39%
4 Fidelity Enhanced Small Cap ETF FESM 0.03% 1.68M 0.28%
5 Invesco RAFI US 1500 Small-Mid ETF PRFZ 0.02% 553.9K 0.34%
6 Avantis U.S. Small Cap Equity ETF AVSC 0.02% 478.6K 0.25%
7 iShares Russell 2000 Value ETF IWN 0.02% 2.19M 0.24%
8 Global X - Russell 2000 ETF RSSL 0.01% 114.1K 0.08%
9 Invesco Russell 2000 UCITS ETF RTYS.L 0.01% 24.8K 0.25%
10 iShares Russell 2000 BuyWrite ETF IWMW 0.01% 4.2K 0.39%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.44
Bearish
Ratio by volume
3.00
Bullish
Buys
4
Sells
9
Shares acquired
1.34M
Shares disposed
55.4K
Cash buys
Cash sales
9.00
Net activity
+1,284,628
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
2026-02-10 Vultaggio Vincent Officer S-Sale D Common Stock 6,894 2.42 16.7K 146,506 D
2026-02-09 Vultaggio Vincent Officer S-Sale D Common Stock 3,379 2.39 8.1K 153,400 D
2026-02-09 EASTLAND JULIA MARIE Director / Officer S-Sale D Common Stock 889 2.39 2.1K 79,133 D
2026-02-09 Bruns Ingmar Officer S-Sale D Common Stock 335 2.39 801.62 33,332 D
2026-02-06 Vultaggio Vincent Officer S-Sale D Common Stock 29,951 2.43 72.8K 156,779 D
2026-02-06 EASTLAND JULIA MARIE Director / Officer S-Sale D Common Stock 7,866 2.43 19.1K 80,022 D
2026-02-06 Bruns Ingmar Officer S-Sale D Common Stock 2,962 2.43 7.2K 33,667 D
2026-02-03 Vultaggio Vincent Officer S-Sale D Common Stock 556 2.52 1.4K 186,730 D
2026-02-02 Vultaggio Vincent Officer S-Sale D Common Stock 2,540 2.55 6.5K 187,286 D
2026-01-08 Vultaggio Vincent Officer A-Award A Stock Option (Right to Buy) 100,000 2.84 284.0K 100,000 D
2026-01-08 EASTLAND JULIA MARIE Director / Officer A-Award A Stock Option (Right to Buy) 775,000 2.84 2.20M 775,000 D
2026-01-08 Bucher James B Officer A-Award A Stock Option (Right to Buy) 100,000 2.84 284.0K 100,000 D
2026-01-08 Bruns Ingmar Officer A-Award A Stock Option (Right to Buy) 365,000 2.84 1.04M 365,000 D
2025-12-31 WALTERS GROUP 10% Owner P-Purchase A Common Stock 6,459,973 1.20 7.75M 13,509,973 D
2025-12-15 WALTERS GROUP 10% Owner Common Stock 0 0.00 7,050,000 D
2025-12-15 Matrix Capital Management Company, LP 10% Owner S-Sale D Common Stock, par value $0.001 per share 7,500,000 1.33 9.98M 6,459,973 I
2025-10-01 Bucher James B Officer A-Award A Stock Option (Right to Buy) 400,000 1.54 616.0K 400,000 D
2025-09-18 Bucher James B Officer 0 0.00 0
2025-06-17 Walker Luke Nathaniel Director A-Award A Common Stock 57,603 0.00 144,284 D
2025-06-17 Skvarka Jan Director A-Award A Common Stock 57,603 0.00 207,154 D
2025-06-17 Myers Scott Dunseth Director A-Award A Common Stock 57,603 0.00 338,795 D
2025-06-17 Kariuki Enoch Director A-Award A Common Stock 57,603 0.00 137,365 D
2025-06-17 Johnson David Michael Director A-Award A Common Stock 57,603 0.00 250,421 D
2025-04-30 Myers Scott Dunseth Director P-Purchase A Common Stock 21,000 1.40 29.4K 281,192 D
2025-02-06 Bruns Ingmar Officer P-Purchase A Common Stock 20,000 2.28 45.7K 36,629 D
2025-02-03 Vultaggio Vincent Officer A-Award A Stock Option (Right to Buy) 35,633 1.68 59.9K 35,633 D
2025-02-03 Paul Andrea Officer A-Award A Common Stock 934,041 0.00 1,084,014 D
2025-02-03 Lackner Mark Officer A-Award A Stock Option (Right to Buy) 124,714 1.68 209.5K 124,714 D
2025-02-03 EASTLAND JULIA MARIE Director / Officer A-Award A Stock Option (Right to Buy) 59,388 1.68 99.8K 59,388 D
2025-02-03 Bruns Ingmar Officer A-Award A Common Stock 16,629 0.00 16,629 D
2025-01-31 Walker Luke Nathaniel Director P-Purchase A Common Stock 14,200 1.76 25.0K 86,681 D
2025-01-31 Skvarka Jan Director P-Purchase A Common Stock 60,000 1.72 103.4K 149,551 D
2025-01-31 EASTLAND JULIA MARIE Director / Officer P-Purchase A Common Stock 28,500 1.73 49.3K 28,500 D
2025-01-02 Lackner Mark Officer S-Sale D Common Stock 4,411 3.12 13.8K 191,317 D
2024-12-02 EASTLAND JULIA MARIE Director / Officer A-Award A Stock Option (Right to Buy) 3,028,800 3.66 11.09M 3,028,800 D
2024-12-02 Bruns Ingmar Officer A-Award A Stock Option (Right to Buy) 712,650 3.66 2.61M 712,650 D
2024-11-13 Myers Scott Dunseth Director A-Award A Common Stock 260,192 0.00 260,192 D
2024-11-13 EASTLAND JULIA MARIE Director / Officer 0 0.00 0
2024-11-13 Bruns Ingmar Officer 0 0.00 0
2024-10-04 Vultaggio Vincent Officer S-Sale D Common Stock 1,603 3.18 5.1K 33,855 D
2024-06-21 Skvarka Jan Director A-Award A Common Stock 41,581 0.00 89,551
2024-06-21 Kariuki Enoch Director A-Award A Common Stock 41,581 0.00 79,762
2024-06-21 Johnson David Michael Director A-Award A Common Stock 48,429 0.00 192,818
2024-05-31 Gallagher Cam Director / Officer S-Sale D Common Stock 9,597 11.98 115.0K 633,680
2024-05-24 Walker Luke Nathaniel Director 0 0.00 0
2024-05-09 HAUSMAN DIANA Officer S-Sale D Common Stock 3,356 12.62 42.4K 373,876
2024-04-05 Vultaggio Vincent Officer D Common Stock 0 0.00 35,458
2024-02-12 Gallagher Cam Director / Officer S-Sale D Common Stock 1,173 11.44 13.4K 643,277
2024-02-12 Epperly Melissa B, Officer S-Sale D Common Stock 2,573 11.44 29.4K 451,449
2024-02-02 Paul Andrea Officer S-Sale D Common Stock 3,310 11.54 38.2K 149,973
2024-02-02 Lackner Mark Officer S-Sale D Common Stock 1,585 11.54 18.3K 195,728
2024-02-02 Gallagher Cam Director / Officer S-Sale D Common Stock 11,552 11.54 133.3K 644,450
2024-02-02 Epperly Melissa B, Officer S-Sale D Common Stock 8,669 11.54 100.0K 454,022
2024-02-01 Paul Andrea Officer A-Award A Stock Option (Right to Buy) 90,000 11.69 1.05M 90,000
2024-02-01 Lackner Mark Officer A-Award A Stock Option (Right to Buy) 141,000 11.69 1.65M 141,000
2024-02-01 HAUSMAN DIANA Officer A-Award A Stock Option (Right to Buy) 337,500 11.69 3.95M 337,500
2024-02-01 Gallagher Cam Director / Officer A-Award A Stock Option (Right to Buy) 192,500 11.69 2.25M 192,500
2024-02-01 Epperly Melissa B, Officer A-Award A Stock Option (Right to Buy) 75,000 11.69 876.8K 75,000
2024-02-01 Blackwell Kimberly Director / Officer F-InKind D Common Stock 20,655 11.69 241.5K 484,145
2024-01-02 Lackner Mark Officer A-Award A Stock Option (Right to Buy) 60,000 15.99 959.4K 60,000
2023-12-31 Lackner Mark Officer D Stock Option (Right to Buy) 215,000 25.60 5.50M 0
2023-12-20 Bunker Kevin D. Officer G-Gift D Common Stock 24,158 0.00 834,931
2023-11-13 Blackwell Kimberly Director / Officer P-Purchase A Common Stock 5,000 10.29 51.4K 254,800
2023-11-10 Johnson David Michael Director P-Purchase A Common Stock 17,000 9.88 167.9K 144,389
2023-10-04 Epperly Melissa B, Officer S-Sale D Common Stock 4,594 19.43 89.2K 388,579
2023-10-04 Bunker Kevin D. Officer S-Sale D Common Stock 5,085 19.43 98.8K 860,072
2023-10-04 Brownstein Carrie Officer S-Sale D Common Stock 8,906 19.43 173.0K 107,407
2023-09-11 Skvarka Jan Director S-Sale D Common Stock 5,000 25.05 125.2K 47,970
2023-06-20 Matrix Capital Management Company, LP 10% Owner P-Purchase A Common Stock, par value $0.001 per share 4,760,000 22.66 107.86M 13,959,973
2023-06-16 Skvarka Jan Director A-Award A Common Stock 16,364 0.00 52,970
2023-06-16 Kariuki Enoch Director A-Award A Common Stock 16,364 0.00 38,181
2023-06-16 Johnson David Michael Director A-Award A Common Stock 19,059 0.00 127,389
2023-05-31 Gallagher Cam Director / Officer S-Sale D Common Stock 9,242 26.40 244.0K 482,028
2023-05-26 Bunker Kevin D. Officer S-Sale D Common Stock 80,000 30.02 2.40M 15,000
2023-05-08 HAUSMAN DIANA Director A-Award A Common Stock 39,732 0.00 39,732
2023-03-01 Roth Iris Officer A-Award A Stock Option (Right to Buy) 297,500 18.87 5.61M 297,500
2023-02-14 Gallagher Cam Director / Officer S-Sale D Common Stock 8,501 19.96 169.7K 491,270
2023-02-14 Epperly Melissa B, Officer S-Sale D Common Stock 5,227 19.98 104.4K 392,048
2023-02-14 Bunker Kevin D. Officer S-Sale D Common Stock 6,500 19.98 129.9K 865,157
2023-02-13 Roth Iris Officer 0 0.00 0
2023-02-13 Gallagher Cam Director / Officer S-Sale D Common Stock 3,332 20.42 68.1K 499,771
2023-02-13 Epperly Melissa B, Officer S-Sale D Common Stock 2,624 20.42 53.6K 397,275
2023-02-13 Bunker Kevin D. Officer S-Sale D Common Stock 3,807 20.42 77.8K 871,657
2023-02-06 Gallagher Cam Director / Officer S-Sale D Common Stock 9,428 22.22 209.5K 503,675
2023-02-01 Paul Andrea Officer A-Award A Common Stock 40,783 0.00 40,783
2023-02-01 Gallagher Cam Director / Officer A-Award A Common Stock 161,092 0.00 513,103
2023-02-01 Epperly Melissa B, Officer A-Award A Stock Option (Right to Buy) 148,043 23.65 3.50M 148,043
2023-02-01 Bunker Kevin D. Officer A-Award A Common Stock 91,354 0.00 875,464
2023-02-01 Brownstein Carrie Officer A-Award A Common Stock 16,313 0.00 116,313
2023-02-01 Blackwell Kimberly Director / Officer A-Award A Common Stock 244,800 0.00 249,800
2023-01-17 Gallagher Cam Officer S-Sale D Common Stock 9,500 24.11 229.1K 352,511
2023-01-05 Gallagher Cam Officer S-Sale D Common Stock 9,700 21.01 203.8K 362,311
2022-11-15 Gallagher Cam Officer S-Sale D Common Stock 11,600 22.72 263.6K 372,911
2022-11-09 Bunker Kevin D. Officer G-Gift D Common Stock 30,000 0.00 784,110
2022-11-08 Gallagher Cam Officer S-Sale D Common Stock 12,374 23.56 291.5K 384,511
2022-11-07 Gallagher Cam Officer S-Sale D Common Stock 12,343 23.66 292.1K 397,042
2022-10-17 Gallagher Cam Officer S-Sale D Common Stock 12,500 23.51 293.9K 409,385
2022-10-06 Gallagher Cam Officer S-Sale D Common Stock 10,000 22.62 226.2K 421,885
2022-10-05 Gallagher Cam Officer S-Sale D Common Stock 7,004 21.92 153.5K 437,381
2022-10-03 Epperly Melissa B, Officer A-Award A Common Stock 50,000 0.00 297,543
2022-10-03 Bunker Kevin D. Officer A-Award A Common Stock 50,000 0.00 814,110
2022-10-03 Brownstein Carrie Officer A-Award A Stock Option (Right to Buy) 300,000 0.00 300,000
2022-09-16 Gallagher Cam Director / Officer S-Sale D Common Stock 1,134 24.99 28.3K 444,385
2022-09-15 Gallagher Cam Director / Officer S-Sale D Common Stock 4,074 25.59 104.2K 454,385
2022-09-09 Skvarka Jan Director A-Award A Common Stock 36,606 0.00 36,606
2022-08-10 Bunker Kevin D. Officer S-Sale D Common Stock 5,000 30.00 150.0K 95,000
2022-08-01 Paul Andrea Officer A-Award A Stock Option (Right to Buy) 290,500 0.00 290,500
2022-07-20 Bunker Kevin D. Officer S-Sale D Common Stock 5,000 30.00 150.0K 100,000
2022-07-14 Bunker Kevin D. Officer S-Sale D Common Stock 3,290 30.01 98.7K 105,000
2022-07-13 Bunker Kevin D. Officer S-Sale D Common Stock 1,710 30.02 51.3K 108,290
2022-07-05 Bunker Kevin D. Officer S-Sale D Common Stock 25,000 30.07 751.7K 110,000
2022-06-08 Kariuki Enoch Director A-Award A Common Stock 21,817 0.00 21,817
2022-06-08 Johnson David Michael Director A-Award A Common Stock 24,871 0.00 108,330
2022-05-30 Gallagher Cam Officer A-Award A Common Stock 111,072 0.00 466,885
2022-05-18 Matrix Capital Management Company, LP 10% Owner I Common Stock, par value $0.001 per share 0 0.00 9,199,973
2022-05-16 Blackwell Kimberly Director / Officer A-Award A Stock Option (Right to Buy) 1,708,809 24.41 41.71M 1,708,809
2022-04-11 Bunker Kevin D. Officer S-Sale D Common Stock 4,600 30.37 139.7K 135,400
2022-04-05 SUN ANTHONY Y Director / Officer S-Sale D Common Stock 7,971 51.34 409.2K 1,178,089
2022-04-05 Gallagher Cam Director S-Sale D Common Stock 100 52.70 5.3K 355,813
2022-04-04 SUN ANTHONY Y Officer S-Sale D Common Stock 2,500 52.11 130.3K 1,175,589
2022-04-04 Epperly Melissa B, Officer S-Sale D Common Stock 353 52.44 18.5K 247,414
2022-03-21 Bunker Kevin D. Officer S-Sale D Common Stock 5,556 48.72 270.7K 144,444
2022-03-15 Gallagher Cam Director S-Sale D Common Stock 5,322 42.31 225.2K 365,913
2022-03-10 Bunker Kevin D. Officer S-Sale D Common Stock 4,000 46.23 184.9K 156,000
2022-03-07 Gallagher Cam Director S-Sale D Common Stock 9,477 44.90 425.6K 376,336
2022-03-02 SUN ANTHONY Y Director / Officer S-Sale D Common Stock 9,771 50.11 489.6K 1,197,231
2022-03-01 SUN ANTHONY Y Director / Officer S-Sale D Common Stock 8,771 49.74 436.3K 1,208,702
2022-02-23 Epperly Melissa B, Officer S-Sale D Common Stock 702 49.59 34.8K 264,494
2022-02-22 Bunker Kevin D. Officer S-Sale D Common Stock 406 50.39 20.5K 160,000
2022-02-15 Gallagher Cam Director S-Sale D Common Stock 3,264 51.22 167.2K 392,549
2022-02-14 Voliotis Dimitris Officer S-Sale D Common Stock 67 50.75 3.4K 15,978
2022-02-14 SUN ANTHONY Y Director / Officer S-Sale D Common Stock 4,208 50.16 211.1K 1,217,998
2022-02-14 Pinto Alexis Officer S-Sale D Common Stock 614 50.16 30.8K 22,317
2022-02-14 Gallagher Cam Director S-Sale D Common Stock 4,850 50.17 243.3K 395,813
2022-02-14 Bunker Kevin D. Officer S-Sale D Common Stock 2,863 50.29 144.0K 764,110
2022-02-10 Voliotis Dimitris Officer A-Award A Common Stock 10,329 0.00 16,579
2022-02-10 SUN ANTHONY Y Director / Officer A-Award A Common Stock 50,431 0.00 1,222,206
2022-02-10 Pinto Alexis Officer A-Award A Common Stock 16,405 0.00 22,931
2022-02-10 Gallagher Cam Director A-Award A Common Stock 8,203 0.00 395,406
2022-02-10 Epperly Melissa B, Officer A-Award A Common Stock 16,405 0.00 266,407
2022-02-10 Bunker Kevin D. Officer A-Award A Stock Option (Right to Buy) 52,745 52.61 2.77M 52,745
2022-02-07 Gallagher Cam Director S-Sale D Common Stock 2,290 52.77 120.8K 394,913
2022-02-02 SUN ANTHONY Y Director / Officer S-Sale D Common Stock 8,128 57.87 470.4K 1,174,118
2022-02-01 SUN ANTHONY Y Director / Officer S-Sale D Common Stock 3,419 57.63 197.0K 1,185,174
2022-01-20 Voliotis Dimitris Officer S-Sale D Common Stock 8,343 60.52 504.9K 7,907
2022-01-20 Bunker Kevin D. Officer S-Sale D Common Stock 6,537 60.20 393.5K 180,710
2022-01-19 Voliotis Dimitris Officer S-Sale D Common Stock 7,889 60.55 477.7K 8,361
2022-01-18 Voliotis Dimitris Officer S-Sale D Common Stock 3,409 61.70 210.3K 12,841
2022-01-18 Gallagher Cam Director S-Sale D Common Stock 3,434 61.71 211.9K 403,769
2022-01-10 Bunker Kevin D. Officer S-Sale D Common Stock 2,212 70.02 154.9K 190,000
2022-01-05 Gallagher Cam Director S-Sale D Common Stock 2,397 73.18 175.4K 414,806
2022-01-04 SUN ANTHONY Y Director / Officer S-Sale D Common Stock 2,000 77.71 155.4K 1,201,188
2022-01-03 SUN ANTHONY Y Director / Officer S-Sale D Common Stock 300 83.89 25.2K 1,203,188
2022-01-03 Blackwell Kimberly Director S-Sale D Common Stock 1,000 83.74 83.7K 5,000
2021-12-30 Bunker Kevin D. Officer G-Gift D Common Stock 8,750 0.00 746,317
2021-12-20 Bunker Kevin D. Officer S-Sale D Common Stock 2,161 77.45 167.4K 207,839
2021-12-16 SUN ANTHONY Y Director / Officer G-Gift D Common Stock 15,000 0.00 1,213,659
2021-12-15 Gallagher Cam Director S-Sale D Common Stock 311 76.07 23.7K 419,774
2021-12-10 Bunker Kevin D. Officer S-Sale D Common Stock 434 70.29 30.5K 219,566
2021-12-06 Gallagher Cam Director S-Sale D Common Stock 10,000 71.33 713.3K 427,203
2021-12-02 SUN ANTHONY Y Director / Officer S-Sale D Common Stock 311 72.76 22.6K 1,113,819
2021-12-01 SUN ANTHONY Y Director / Officer S-Sale D Common Stock 500 77.09 38.5K 1,120,832
2021-12-01 Blackwell Kimberly Director S-Sale D Common Stock 1,000 81.84 81.8K 5,000
2021-11-26 SUN ANTHONY Y Director / Officer G-Gift D Common Stock 125,000 0.00 1,124,601
2021-11-22 Bunker Kevin D. Officer S-Sale D Common Stock 10,000 75.99 759.9K 220,000
2021-11-15 Gallagher Cam Director S-Sale D Common Stock 6,614 75.02 496.2K 440,589
2021-11-10 Bunker Kevin D. Officer S-Sale D Common Stock 10,000 78.15 781.5K 230,000
2021-11-09 Bunker Kevin D. Officer G-Gift D Common Stock 240,000 0.00 755,067
2021-11-05 Gallagher Cam Director S-Sale D Common Stock 2,506 82.09 205.7K 454,697
2021-11-02 SUN ANTHONY Y Director / Officer S-Sale D Common Stock 5,180 80.32 416.1K 1,253,398
2021-11-01 SUN ANTHONY Y Director / Officer S-Sale D Common Stock 3,251 81.48 264.9K 1,262,872
2021-11-01 Blackwell Kimberly Director S-Sale D Common Stock 1,000 80.46 80.5K 5,000
2021-10-25 Pinto Alexis Officer M-Exempt A Common Stock 30,000 34.40 1.03M 36,526
2021-10-25 Blackwell Kimberly Director M-Exempt A Common Stock 1,000 47.80 47.8K 6,000
2021-10-04 SUN ANTHONY Y Director / Officer S-Sale D Common Stock 27 67.15 1.8K 1,270,543
2021-10-04 Johnson David Michael Director S-Sale D Common Stock 4,892 65.95 322.6K 88,963
2021-10-02 Epperly Melissa B, Officer F-InKind D Common Stock 17,080 67.13 1.15M 250,002
2021-10-01 Gallagher Cam Director S-Sale D Common Stock 1,900 64.71 122.9K 465,303
2021-10-01 Bunker Kevin D. Officer S-Sale D Common Stock 1,416 64.73 91.7K 7,004
2021-09-24 Bunker Kevin D. Officer G-Gift A Common Stock 350 0.00 350
2021-09-01 SUN ANTHONY Y Director / Officer S-Sale D Common Stock 12,487 67.09 837.8K 1,311,649
2021-09-01 Gallagher Cam Director S-Sale D Common Stock 6,241 67.23 419.6K 470,962
2021-09-01 Bunker Kevin D. Officer S-Sale D Common Stock 4,198 67.77 284.5K 8,820
2021-08-19 Epperly Melissa B, Officer P-Purchase A Common Stock 8,285 52.00 430.8K 266,685
2021-08-18 Epperly Melissa B, Officer P-Purchase A Common Stock 1,326 52.00 68.9K 258,400
2021-08-03 SUN ANTHONY Y Director / Officer S-Sale D Common Stock 4,659 50.70 236.2K 1,324,743
2021-08-02 SUN ANTHONY Y Director / Officer S-Sale D Common Stock 2,006 52.29 104.9K 1,332,842
2021-08-02 Gallagher Cam Director S-Sale D Common Stock 3,784 49.94 189.0K 483,419
2021-08-02 Bunker Kevin D. Officer S-Sale D Common Stock 307 53.32 16.4K 16,840
2021-07-07 SUN ANTHONY Y Director / Officer S-Sale D Common Stock 5,940 47.76 283.7K 1,350,930
2021-07-07 Gallagher Cam Director S-Sale D Common Stock 858 47.76 41.0K 499,382
2021-07-07 Bunker Kevin D. Officer S-Sale D Common Stock 1,166 46.08 53.7K 1,012,136
2021-07-06 SUN ANTHONY Y Director / Officer S-Sale D Common Stock 19,348 46.78 905.1K 1,374,431
2021-07-06 Gallagher Cam Director S-Sale D Common Stock 100 48.96 4.9K 487,203
2021-07-06 Bunker Kevin D. Officer S-Sale D Common Stock 200 49.21 9.8K 994,841
2021-07-02 Gallagher Cam Director S-Sale D Common Stock 5,977 49.80 297.6K 505,773
2021-07-01 SUN ANTHONY Y Director / Officer S-Sale D Common Stock 7,349 50.17 368.7K 1,413,224
2021-07-01 Epperly Melissa B, Officer S-Sale D Common Stock 700 50.10 35.1K 259,457
2021-07-01 Bunker Kevin D. Officer S-Sale D Common Stock 2,400 50.18 120.4K 31,280
2021-06-04 Johnson David Michael Director A-Award A Common Stock 5,000 0.00 93,855

Executive team

Top executives
Shares Outstanding
70.93M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Andrea Paul Former Chief Legal Officer and Corporate Secretary 376.9K 2.22M 101.1K 294.7K 2.99M 77.53%
2 2025 Julie Eastland President and Chief Executive Officer 700.0K 99.8K 57.0K 441.0K 3.0K 1.30M 12.05%
3 2025 Mark Lackner, Ph.D. Former Chief Scientific Officer 153.6K 547.6K 64.8K 463.4K 1.23M 49.82%
4 2025 Ingmar Bruns, M.D. Chief Medical Officer 530.0K 27.9K 16.0K 278.3K 17.7K 869.8K 5.05%
5 2025 James Bucher Chief Legal Officer and Corporate Secretary 144.2K 50.0K 391.8K 67.3K 6.7K 660.0K 59.36%
6 2024 Julie Eastland President and Chief Executive Officer 94.2K 250.0K 7.79M 52.5K 383.00 8.19M 95.15%
7 2024 Kimberly Blackwell, M.D. Former Chief Executive Officer and Interim Chief Medical Officer 634.8K 3.23M 1.95M 1.65M 7.47M 69.41%
8 2024 Diana Hausman, M.D. Former Chief Medical Officer 295.6K 75.0K 3.95M 2.72M 31.5K 7.06M 94.31%
9 2024 Cam Gallagher Former President, Interim Chief Financial Officer and Interim Treasurer 537.2K 2.57M 1.71M 1.00M 5.82M 73.52%
10 2024 Mark Lackner, Ph.D. Former Chief Scientific Officer 484.4K 2.29M 1.79M 205.6K 17.8K 4.79M 85.22%
11 2024 Andrea Paul Chief Legal Officer and Corporate Secretary 502.3K 1.32M 1.63M 213.8K 17.0K 3.68M 80.08%
12 2024 Andrea Paul Former Chief Legal Officer and Corporate Secretary 502.3K 1.32M 1.63M 213.8K 17.0K 3.68M 80.08%
13 2023 Kimberly Blackwell, M.D. Former Chief Executive Officer and Interim Chief Medical Officer 701.4K 5.79M 5.89M 455.0K 17.1K 12.85M 90.87%
14 2023 Cam Gallagher Former President, Interim Chief Financial Officer and Interim Treasurer 593.6K 3.81M 3.88M 296.8K 1.8K 8.58M 89.60%
15 2023 Andrea Paul Chief Legal Officer and Corporate Secretary 459.4K 964.5K 982.0K 206.7K 16.3K 2.63M 74.04%
16 2022 Kimberly Blackwell, M.D. Chief Executive Officer 431.5K 250.0K 35.49M 408.0K 31.9K 36.61M 96.94%
17 2022 Cam Gallagher President 485.9K 3.58M 6.28M 280.0K 1.8K 10.63M 92.78%
18 2022 Anthony Sun, M.D. Former President and Chief Executive Officer 245.5K 3.57M 4.09M 1.19M 9.10M 84.20%
19 2022 Carrie Brownstein, M.D. Chief Medical Officer 127.5K 2.22M 6.25M 229.5K 4.3K 8.83M 95.91%
20 2022 Andrea Paul General Counsel and Corporate Secretary 190.4K 5.81M 202.5K 8.8K 6.21M 93.54%
21 2022 Kevin Bunker, Ph.D. Chief Scientific Officer 530.6K 2.29M 2.61M 276.3K 15.5K 5.72M 85.63%
22 2022 Melissa Epperly Chief Financial Officer and Treasurer 487.1K 1.97M 1.33M 219.2K 15.3K 4.03M 82.08%
23 2021 Anthony Y. Sun, M.D. President and Chief Executive Officer 585.2K 1.70M 3.34M 299.8K 14.7K 5.94M 84.84%
24 2021 Anthony Sun, M.D. Former President and Chief Executive Officer 585.2K 1.70M 3.34M 299.8K 14.7K 5.94M 84.84%
25 2021 Kevin Bunker, Ph.D. Chief Scientific Officer 446.9K 726.8K 1.43M 187.3K 14.6K 2.81M 76.88%
26 2021 Kevin D. Bunker, Ph.D. Chief Operating Officer 446.9K 726.8K 1.43M 187.3K 14.6K 2.81M 76.88%
27 2021 Melissa B. Epperly Chief Financial Officer 419.8K 581.4K 1.14M 176.0K 14.5K 2.34M 73.88%
28 2021 Melissa Epperly Chief Financial Officer and Treasurer 419.8K 581.4K 1.14M 176.0K 14.5K 2.34M 73.88%
29 2021 Dimitris Voliotis, M.D. SVP, Clinical Development 472.1K 242.3K 477.1K 175.9K 15.3K 1.38M 52.03%
30 2021 Alexis M. Pinto, J.D. Chief Legal Officer 409.6K 242.3K 477.1K 171.7K 15.3K 1.32M 54.67%
31 2020 Anthony Y. Sun, M.D. President and Chief Executive Officer 561.2K 8.10M 5.99M 287.4K 108.7K 15.04M 93.64%
32 2020 Anthony Sun, M.D. President and Chief Executive Officer 561.2K 8.10M 5.99M 287.4K 108.7K 15.04M 93.64%
33 2020 Anthony Sun, M.D. Former President and Chief Executive Officer 561.2K 8.10M 5.99M 287.4K 108.7K 15.04M 93.64%
34 2020 Alexis M. Pinto Chief Legal Officer 136.9K 6.23M 152.0K 10.5K 6.53M 95.42%
35 2020 Alexis M. Pinto, J.D. Chief Legal Officer 136.9K 6.23M 152.0K 10.5K 6.53M 95.42%
36 2020 Kevin Bunker, Ph.D. Chief Scientific Officer 428.8K 2.58M 2.99M 179.6K 91.2K 6.27M 88.85%
37 2020 Kevin D. Bunker, Ph.D. Chief Operating Officer 428.8K 2.58M 2.99M 179.6K 91.2K 6.27M 88.85%
38 2020 Kevin Bunker, Ph.D. Chief Operating Officer 428.8K 2.58M 2.99M 179.6K 91.2K 6.27M 88.85%
39 2019 Anthony Y. Sun, M.D. President and Chief Executive Officer 455.1K 918.0K 205.0K 1.58M 58.18%
40 2019 Anthony Sun, M.D. President and Chief Executive Officer 455.1K 918.0K 205.0K 1.58M 58.18%
41 2019 Kevin Bunker, Ph.D. Chief Operating Officer 360.0K 275.4K 144.0K 779.4K 35.33%
42 2019 Kevin D. Bunker, Ph.D. Chief Operating Officer 360.0K 275.4K 144.0K 779.4K 35.33%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2025-05-23 DEFA14A
2025-04-30 DEFA14A
2025-04-30 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-12 8-K
2026-05-12 10-Q
2026-05-05 8-K
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2026-04-30 ARS
2026-04-17 8-K
2026-04-09 8-K
2026-03-26 8-K
2026-03-26 10-K

Executive team

NameTitleCompensationGender
Julie Eastland Chief Executive Officer, President & Director 1M female
Ingmar Bruns Chief Medical Officer 826.0K
James Bucher Chief Legal Officer & Corporate Secretary 556.7K male
Robert J. DiVasto Chief Technical Officer male
Vincent Vultaggio SVP of Finance & Principal Accounting Officer male
Haibo Wang Chief Business Officer male
Wendy Chang Chief People Officer female
Henry Gu Senior Vice President & Head of Intellectual Property male
Rajesh Israni Executive VP of Regulatory Affairs & Medical Writing male
ESG Rating
B
BIOTECHNOLOGY
Rank: 288 out of 662
2026
E (Environmental)
60.5 / 56.3
Company / Sector avg.
S (Social)
62.8 / 62.4
Company / Sector avg.
G (Governance)
59.4 / 60.9
Company / Sector avg.
ESG Total
60.9 / 59.9
Company / Sector avg.
ESG Score History BIOTECHNOLOGY
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)
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Dividend history

Earnings history

Earnings reports

Stock splits