TULP Bloomia Holdings, Inc. - Common Stock

$3,46
Kurs · Aug 18, 2026
Fundamentaldaten per Mai 13, 2026

Über Bloomia Holdings, Inc. - Common Stock Unternehmensübersicht von Wikipedia

Insignia Systems, Inc., often referred to as just Insignia, is a publicly traded U.S. Corporation that manufactures point of sale in-store signs and promotional advertising media for consumer packaged goods companies and retailers. Insignia is one of three companies in the United States that control almost all the in-store ads and grocery coupons in the United States.

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Insignia Systems, Inc., often referred to as just Insignia, is a publicly traded U.S. Corporation that manufactures point of sale in-store signs and promotional advertising media for consumer packaged goods companies and retailers. Insignia is one of three companies in the United States (the other two are Valassis Communications and News America Marketing) that control almost all the in-store ads and grocery coupons in the United States.

The company is broken into two parts, the first of which maintains a relationship with retailers for placing signs in stores. The second part markets and provides signs to Fast-moving consumer goods, better known as consumer packaged goods companies (or simply CPG companies), which are then placed into the partnering retail locations.

History

Insignia Systems, Inc. was founded on January 2, 1990 by G.L. Hoffman and David Eiss. The company began operations by selling Impulse sign machines that printed in-Store signs and labels. In 1991, Insignia Systems became a publicly traded company, trading on the NASDAQ as ISIG, moving to the National Market in 2002. In 1993 Stylus software was introduced as precursor to the future Insignia POPS line and the original Impulse machine was replaced with the SignRight machine in 1996. Soon after, in 1998, the Insignia POPS innovative sign program became the company's featured product.

1998 was a critical year for Insignia as sales were down and new business was a necessity. In May of that same year the Insignia POPS sign was introduced and, on February 24, 1998, Scott Drill was named CEO of the company. With Drill providing additional direction and the POPS business established, the company and the POPS program grew quickly, reaching 1 million signs in 2001 and 40 million signs in 2011. Through 2006 and 2007, Insignia confirmed a 10-year partnership with Valassis Communications, filling the in-store void for Valassis.

In 2011, the Company reached a settlement of a lawsuit between Insignia Systems and News America Marketing, owned by Rupert Murdoch's News Corporation. The basis of the lawsuit was the accusation of News America Marketing for engaging in various antitrust practices. New America Marketing settled the lawsuit for $125 million, and the two companies entered into a business agreement, making Insignia the sole third party provider of in-store signs with price.

Insignia POPS Program

The Insignia POPS Program is the consumer-facing brand of Insignia. Insignia POPS is a sign placed at the shelf, primarily in grocery stores, that contains brand messaging, brand graphics and price. According to the company, the Insignia POPS Program has access to more than 23,000 stores across the United States through their own retailer network and other business relationships. Insignia utilizes a laser die cutter to create each sign individually which allows for unique patterns, shapes and granularity of the signs produced. On January 13, 2014, Insignia announced that the company had produced its 50 millionth Insignia POPS sign with the laser die cutter.

The Like Machine

The Like Machine, developed by TLM Holdings, LLC, is a consumer approval device designed to bring the benefits of online recommendations to brick and mortar stores. This device is mounted directly to store shelves near the featured product. It consists of a "Like" button for consumers to press when in favor of a product. The like button is accompanied by a readout that displays the number of likes a particular product has received in a given time period. The machine is designed to bring word of mouth directly to the point of purchase. It was released to limited retailers in November 2014 for testing, and is expected to be released on a larger scale in the middle of 2015.

Legal Cases

At the beginning of 2011, in a case in Minnesota brought by Insignia Systems, News America faced more than $600 million in fines. The News Corporation paid out $125 million to settle the allegations of anticompetitive behavior and violations of antitrust laws. This was the third time that the two companies had been involved in lawsuits. In August 2000, Insignia was sued by News America regarding exclusive promotional agreements with several major supermarket retailers, a suit that was settled confidentially in November 2002. In November 2003 Insignia was sued again, regarding Insignia's right to market in-store advertising and promotional services.

Quelle: Wikipedia (Englisch), CC BY-SA 4.0 · Auf Wikipedia ansehen ↗

Wikidata ↗

TULP Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne

Kurs
$3.46
Marktkapitalisierung
$6M
P/E (TTM)
-1.1
EPS (TTM)
$-3.24
Umsatz (TTM)
$38M
Dividendenrendite
ROE
-45.3%
Verschuldungsgrad
0.2
52W-Spanne
$3 – $6

TULP Aktienkurs-Chart Täglich OHLCV mit technischen Indikatoren — Schwenken, Zoom und Ansicht anpassen

10-Jahres-Performance Umsatz-, Nettoergebnis-, Margen- und EPS-Trends

Umsatz & Nettoergebnis $38M
8-point trend, +51.6%
2016-12-31 2024-12-31
EPS $-3.24
9-point trend, -2845.5%
2016-12-31 2024-12-31
Freier Cashflow $-5M
5-point trend, +4.3%
2016-12-31 2024-12-31
Margen -15.2%
5-point trend, -39.2%
2016-12-31 2024-12-31

Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?

Kennzahl
5-Jahres-Trend
TULP
Peer-Median
P/E (TTM)
-1.1
P/S (TTM) (K/V (TTM))
0.2
P/B (K/B)
0.6
Price / FCF (Kurs / FCF)
-1.2

Rentabilität Brutto-, Betriebs- und Nettomargen; ROE, ROA, ROIC

Kennzahl
5-Jahres-Trend
TULP
Peer-Median
Gross Margin (Bruttogewinnmarge)
5-point trend, -39.2%
17.2%
Operating Margin (Betriebsgewinnmarge)
5-point trend, -113.4%
-17.8%
Net Profit Margin (Nettogewinnmarge)
5-point trend, -194.6%
-15.2%
ROA
4-point trend, -129.6%
-9.8%
ROE
4-point trend, -600.8%
-45.3%
ROIC
4-point trend, -412.1%
-43.1%

Finanzielle Gesundheit Verschuldung, Liquidität, Solvenz — Bilanzstärke

Kennzahl
5-Jahres-Trend
TULP
Peer-Median
Debt / Equity (Fremdkapital / Eigenkapital)
2-point trend, +0.18
0.2
Current Ratio (Liquiditätsgrad)
4-point trend, +21.8%
2.4
Quick Ratio
4-point trend, -84.3%
0.3

Wachstum Umsatz-, EPS- und Nettoergebniswachstum: YoY, 3-Jahres-CAGR, 5-Jahres-CAGR

Kennzahl
5-Jahres-Trend
TULP
Peer-Median
Revenue CAGR 3Y (Umsatz CAGR 3J)
5-point trend, +75.5%
24.6%
EPS YoY (EPS VjV)
5-point trend, -21.8%
-75.7%
Net Income YoY (Nettogewinn YoY)
5-point trend, -24.4%
-76.0%

Kennzahlen pro Aktie EPS, Buchwert pro Aktie, Cashflow pro Aktie, Dividende pro Aktie

Kennzahl
5-Jahres-Trend
TULP
Peer-Median
EPS (Diluted) (EPS (Verwässert))
5-point trend, -21.8%
$-3.24

Kapitaleffizienz Umsatz pro Vermögenswert, Lagerumschlag, Forderungsumschlag

Kennzahl
5-Jahres-Trend
TULP
Peer-Median

Dividenden Rendite, Ausschüttungsquote, Dividendenhistorie, 5-Jahres-CAGR

Dividendenrendite
Ausschüttungsquote
5J Div CAGR
Ex-DatumBetrag
9. Januar 2017$4,9000
3. Mai 2011$14,0000

Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum

Durchschn. Überraschung
-0.07%
Nächster Bericht
Aug 26, 2026
Zeitraum EPS Actual EPS est. Überraschung
30. Juni 2014 $0.07 $0.21 -0.14%
31. März 2014 $0.07 $0.21 -0.14%
31. Dezember 2013 $0.21 $0.21 -0.00%
30. September 2006 $0.07 $0.07 -0.00%

Peer-Vergleich (GICS-Subbranche) Wichtige Kennzahlen im Vergleich zu Branchenkollegen

Ticker Marktkapitalisierung P/E Umsatz Vj. Nettomarge ROE Bruttogewinnmarge
TULP $9M -1.5 -15.2% -45.3% 17.2%
HHS $22M -27.4 -13.9% -0.51% -3.8%
CDLX $63M -0.6 -16.2% -44.4% -396.5%
SGRP $19M -0.8 -16.8% -18.1% -197.6% 15.9%
XHLD $5M -0.1 -9.4% -628.5% -405.5% 78.6%
XHLD $5M -0.1 -9.4% -628.5% -405.5% 78.6%
OMC $25.28B -299.1 10.1% -0.32% -0.67%

Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow

Gewinn- und Verlustrechnung 15
Jährliche Gewinn- und Verlustrechnung-Daten für TULP
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue 10-point trend, +43.6% · $38M · $19M $20M $17M $22M $33M $26M $25M $28M $26M
Cost of Revenue 10-point trend, +115.3% · $31M · $15M $16M $14M $17M $21M $18M $18M $16M $15M
Gross Profit 10-point trend, -44.8% · $7M · $3M $3M $3M $4M $13M $8M $7M $13M $12M
SG&A Expense 11-point trend, +233.5% · $13M $4M $2M $5M $4M $3M $5M $4M $4M $4M $4M
Operating Expenses 10-point trend, -68.9% · · $4M $2M $8M $8M $10M $11M $9M $9M $10M $11M
Operating Income 11-point trend, -1538.3% · $-7M $-4M $-2M $-5M $-5M $-6M $2M $-908.0K $-2M $2M $467.0K
Other Non-op 9-point trend, +33.3% · $56.0K · · $0 $65.0K $105.0K $51.0K $-1.0K $-24.0K $76.0K $42.0K
Pretax Income 11-point trend, -1913.4% · $-9M $-3M $-2M $273.0K $0 $-6M $2M $-909.0K $-2M $3M $509.0K
Income Tax 11-point trend, -881.5% · $-2M $20.0K $6.0K $42.0K $-191.0K $-424.0K $484.0K $-270.0K $-814.0K $1M $298.0K
Net Income 11-point trend, -2821.8% · $-6M $2M $10M $-4M $-5M $-6M $1M $-639.0K $-1M $2M $211.0K
EPS (Basic) 11-point trend, -16300.0% · $-3.24 $1.36 $5.61 $-2.01 $-2.66 $-3.27 $0.12 $-0.06 $-0.11 $0.13 $0.02
EPS (Diluted) 11-point trend, -16300.0% · $-3.24 $1.36 $5.59 $-2.01 $-2.66 $-3.27 $0.12 $-0.06 $-0.11 $0.13 $0.02
Shares (Basic) 11-point trend, -86.0% · 1,770,000 1,781,000 1,791,000 1,760,000 1,734,000 1,706,000 11,776,000 11,717,000 11,629,000 12,044,000 12,635,000
Shares (Diluted) 11-point trend, -86.3% · 1,770,000 1,781,000 1,791,000 1,760,000 1,734,000 1,706,000 12,007,000 11,717,000 11,629,000 12,216,000 12,873,000
EBITDA 7-point trend, -508.6% · $-7M · · $-5M $-4M · $3M · $-626.0K $4M $2M
Bilanz 27
Jährliche Bilanz-Daten für TULP
Kennzahl Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 9-point trend, +99.5% · · · $14M $4M $7M $8M $10M $5M $12M $9M $7M
Short-term Investments 3-point trend, -100.0% · · · · · · · · · $0 $9M $10M
Receivables 12-point trend, -31.6% $5M $2M $0 $0 $5M $6M $8M $9M $12M $10M $8M $7M
Inventory 12-point trend, +1180.5% $7M $13M $0 $29.0K $19.0K $85.0K $322.0K $353.0K $301.0K $325.0K $391.0K $523.0K
Prepaid Expense 12-point trend, +196.8% $2M $1M $52.0K $30.0K $366.0K $335.0K $375.0K $306.0K $415.0K $689.0K $492.0K $715.0K
Current Assets 12-point trend, -42.8% $15M $19M $17M $21M $10M $14M $16M $20M $18M $24M $27M $26M
PP&E (Net) 12-point trend, +679.3% $11M $11M $35.0K $0 $113.0K $75.0K $549.0K $3M $3M $2M $2M $1M
PP&E (Gross) 12-point trend, +130.6% $14M $13M $206.0K $915.0K $898.0K $4M $6M $9M $8M $7M $6M $6M
Accum. Depreciation 10-point trend, -47.4% $2M · · $844.0K $785.0K $4M $5M $5M $5M $4M $4M $5M
Goodwill 3-point trend, +11128000.00 $11M $11M $0 · · · · · · · · ·
Intangibles 5-point trend, +7725.2% $25M $26M $0 · · $0 $317.0K · · · · ·
Other Non-current Assets 11-point trend, -73.4% $814.0K · $10.0K $0 $0 $155.0K $372.0K $976.0K $1M $2M $3M $3M
Total Assets 12-point trend, +221.3% $98M $100M $17M $21M $11M $14M $17M $24M $22M $28M $32M $30M
Accounts Payable 12-point trend, -43.4% $2M $3M $32.0K $138.0K $3M $3M $3M $3M $3M $3M $3M $3M
Short-term Debt $4M · · · · · · · · · · ·
Current Liabilities 12-point trend, +161.6% $14M $8M $1M $7M $7M $6M $5M $6M $6M $12M $6M $5M
Capital Leases 8-point trend, +33709000.00 $34M $32M $3.0K $0 $108.0K $0 $56.0K $0 · · · ·
Deferred Tax 9-point trend, +4023.5% $7M $8M $0 · · · $0 $504.0K $245.0K $205.0K $199.0K $170.0K
Long-term Debt 5-point trend, +30524000.00 $31M $39M $0 · · $1M $0 · · · · ·
Total Debt 2-point trend, +1820000.00 · $2M · · $0 · · · · · · ·
Common Stock 12-point trend, -86.1% $17.0K $17.0K $17.0K $18.0K $18.0K $17.0K $121.0K $118.0K $119.0K $118.0K $116.0K $122.0K
Paid-in Capital 6-point trend, +0.2% $16M $16M $16M $16M $16M $16M · · · · · ·
Retained Earnings 12-point trend, -193.1% $-5M $-6M $-661.0K $-3M $-13M $-10M $-5M $760.0K $-639.0K $0 $7M $5M
AOCI 6-point trend, +6918.2% $750.0K $-9.0K $0 · · · · · · $0 $-11.0K $-11.0K
Stockholders' Equity 12-point trend, -50.6% $12M $10M $16M $13M $3M $7M $11M $16M $15M $15M $25M $25M
Liabilities + Equity 12-point trend, +221.3% $98M $100M $17M $21M $11M $14M $17M $24M $22M $28M $32M $30M
Shares Outstanding 12-point trend, -85.5% 1,770,000 1,770,000 1,743,000 1,797,000 1,782,000 1,748,000 1,725,000 11,840,000 11,914,000 11,761,000 11,633,000 12,191,000
Cashflow 18
Jährliche Cashflow-Daten für TULP
Kennzahl Trend 202520242023202220212020201920182017201620152014
D&A 11-point trend, +124.4% · $3M $7.0K $59.0K $60.0K $477.0K $2M $1M $1M $1M $1M $1M
Stock-based Comp 11-point trend, -85.1% · $60.0K $44.0K $123.0K $232.0K $172.0K $422.0K $410.0K $387.0K $204.0K $353.0K $403.0K
Deferred Tax 8-point trend, -5503.5% · $-3M · · · $0 $-462.0K $259.0K $40.0K $-35.0K $29.0K $57.0K
Amort. of Intangibles 2-point trend, +724.1% · $1M · · · $158.0K · · · · · ·
Restructuring 2-point trend, +23.3% · · · · $201.0K · · · · $163.0K · ·
Other Non-cash 6-point trend, +106.9% · · · · $242.0K $2M · $4M · $-4M $146.0K $-3M
Operating Cash Flow 11-point trend, -145.9% · $-4M $518.0K $11M $-3M $-2M $-2M $7M $2M $-4M $3M $-2M
CapEx 11-point trend, +174.0% · $1M $39.0K $0 $106.0K $61.0K $398.0K $1M $1M $1M $444.0K $427.0K
Investing Cash Flow 6-point trend, -8731.2% · $-35M $2M $-29.0K $-90.0K $139.0K $-398.0K · · · · ·
Net Debt Issued · $-1M · · · · · · · · · ·
Stock Issued 10-point trend, -95.8% · · $9.0K $39.0K $27.0K $20.0K $108.0K $49.0K $0 $46.0K $48.0K $216.0K
Stock Repurchased 8-point trend, -80.3% · · $482.0K $0 · · $0 $298.0K $0 $312.0K $2M $2M
Net Stock Activity 6-point trend, +101.2% · · · · $27.0K $20.0K · $-249.0K · $-266.0K $-2M $-2M
Dividends Paid 5-point trend, +14000.00 · · · · · $14.0K $14.0K $14.0K $8M $0 · ·
Financing Cash Flow 6-point trend, +42072.9% · $25M $-473.0K $39.0K $-187.0K $1M $59.0K · · · · ·
Net Change in Cash 6-point trend, -440.3% · $-14M $2M $11M $-3M $-382.0K $-3M · · · · ·
Taxes Paid 7-point trend, +1879.5% · $694.0K $88.0K $464.0K $230.0K $-112.0K $8.0K $-39.0K · · · ·
Free Cash Flow 7-point trend, -151.7% · $-5M · · $-3M $-2M · $6M · $-5M $3M $-2M
Rentabilität 8
Jährliche Rentabilität-Daten für TULP
Kennzahl Trend 202520242023202220212020201920182017201620152014
Gross Margin 7-point trend, -61.5% · 17.2% · · 16.6% 16.3% · 37.8% · 28.3% 44.9% 44.8%
Operating Margin 7-point trend, -1098.9% · -17.8% · · -24.6% -27.7% · 5.5% · -8.3% 8.7% 1.8%
Net Margin 7-point trend, -2000.0% · -15.2% · · -18.1% -26.4% · 4.2% · -5.2% 5.4% 0.80%
Pretax Margin 7-point trend, -1366.3% · -24.4% · · 1.4% -27.5% · 5.7% · -8.4% 9.0% 1.9%
EBITDA Margin 7-point trend, -384.5% · -17.8% · · -24.3% -24.9% · 9.0% · -2.5% 12.8% 6.2%
ROA 6-point trend, -1548.5% · -9.8% · · -28.3% · · 6.1% · -4.3% 4.9% 0.68%
ROE 6-point trend, -5554.2% · -45.3% · · -94.0% · · 8.7% · -6.5% 6.2% 0.83%
ROIC 6-point trend, -5551.9% · -43.1% · · -127.0% · · 8.3% · -8.4% 6.0% 0.79%
Liquidität & Solvenz 3
Jährliche Liquidität & Solvenz-Daten für TULP
Kennzahl Trend 202520242023202220212020201920182017201620152014
Current Ratio 6-point trend, -51.2% · 2.4 · · 1.6 · · 3.1 · 2.0 4.6 4.9
Quick Ratio 6-point trend, -93.8% · 0.3 · · 0.8 · · 3.0 · 1.8 4.4 4.6
Debt / Equity 2-point trend, +0.18 · 0.2 · · 0.0 · · · · · · ·
Effizienz 3
Jährliche Effizienz-Daten für TULP
Kennzahl Trend 202520242023202220212020201920182017201620152014
Asset Turnover 6-point trend, -23.6% · 0.6 · · 1.6 · · 1.5 · 0.8 0.9 0.8
Inventory Turnover 6-point trend, -86.6% · 4.7 · · 312.9 · · 63.2 · 49.9 34.0 35.0
Receivables Turnover 6-point trend, +654.1% · 33.7 · · 3.5 · · 3.2 · 2.7 3.6 4.5
Pro Aktie 7
Jährliche Pro Aktie-Daten für TULP
Kennzahl Trend 202520242023202220212020201920182017201620152014
Book Value / Share 5-point trend, +176.0% · $5.56 · · · · · $1.38 · $1.30 $2.12 $2.01
Revenue / Share 7-point trend, +944.4% · $21.34 · · $11.08 $10.08 · $2.77 · $2.14 $2.31 $2.04
Cash Flow / Share 7-point trend, -1688.5% · $-2.29 · · $-1.70 $-0.91 · $0.59 · $-0.34 $0.26 $-0.13
Cash / Share 4-point trend, +44.6% · · · · · · · $0.86 · $1.05 $0.73 $0.59
Dividend / Share 3-point trend, +0.00 · · · · · · · · $0 $1 $0 ·
Dividend Paid / Share Flat — no change across 2 periods · · · · · $5 $5 · · · · ·
EPS (TTM) 11-point trend, -16300.0% · $-3.24 $1.36 $5.59 $-2.01 $-2.66 $-3.27 $0.12 $-0.06 $-0.11 $0.13 $0.02
Wachstumsraten 4
Jährliche Wachstumsraten-Daten für TULP
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue YoY 2-point trend, -131.1% · · · -3.6% 11.6% · · · · · · ·
Revenue CAGR 3Y · 24.6% · · · · · · · · · ·
EPS YoY · · -75.7% · · · · · · · · ·
Net Income YoY · · -76.0% · · · · · · · · ·
Bewertung (TTM) 11
Jährliche Bewertung (TTM)-Daten für TULP
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue TTM 11-point trend, +43.6% · $38M $5M $19M $20M $17M $22M $33M $26M $25M $28M $26M
Net Income TTM 11-point trend, -2821.8% · $-6M $2M $10M $-4M $-5M $-6M $1M $-639.0K $-1M $2M $211.0K
Market Cap · $9M · · · · · · · · · ·
P/E · -1.5 · · · · · · · · · ·
P/S · 0.2 · · · · · · · · · ·
P/B · 0.9 · · · · · · · · · ·
P / Cash Flow · -2.1 · · · · · · · · · ·
P / FCF · -1.6 · · · · · · · · · ·
Earnings Yield · -66.8% · · · · · · · · · ·
Payout Ratio 2-point trend, -130.0% · · · · · -0.30% · 1.0% · · · ·
Annual Payout 5-point trend, +14000.00 · · · · · $14.0K $14.0K $14.0K $8M $0 · ·

Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre

Gewinn- und Verlustrechnung
2025-06-302024-12-312023-12-312022-12-312021-12-31
Umsatz $38M$19M$20M
Bruttogewinnmarge % 17.2%16.6%
Betriebsgewinnmarge % -17.8%-24.6%
Nettoergebnis $-6M$2M$10M$-4M
Verwässerte EPS $-3.24$1.36$5.59$-2.01
Bilanz
2025-06-302024-12-312023-12-312022-12-312021-12-31
Fremdkapital / Eigenkapital 0.20.0
Liquiditätsgrad 2.41.6
Quick Ratio 0.30.8
Cashflow
2025-06-302024-12-312023-12-312022-12-312021-12-31
Freier Cashflow $-5M$-3M

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Institutionelle Eigentümer (13F) 11 Einreicher · $1.3M gesamt · Stand 30. Juni 2026

Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.

Institutionelle Aktivität — Q2 2026 vs. Vorquartal
Neue Positionen Geschlossene Positionen Erhöht Abgenommen Nettoveränderung der Aktien
5 (+5 vs. Vorquartal) 0 (-4 vs. Vorquartal) 2 (-1 vs. Vorquartal) 2 (+1 vs. Vorquartal) +221K

Verglichen mit Q1 2026. SEC-Formular 13F-Einreichungen sind innerhalb von 45 Tagen nach Quartalsende fällig, zuzüglich einer kurzen Pufferzeit für verspätete Einreicher — Quartale, die noch in diesem Fenster liegen, werden zugunsten des letzten vollständig berichteten Paares übersprungen.

Institution Wert Aktien % der verfolgten 13F Typ
MORGAN STANLEY $925.333 257.753 68,64% Aktien
VANGUARD CAPITAL MANAGEMENT LLC $104.774 29.185 7,77% Aktien
MERCER GLOBAL ADVISORS INC /ADV $85.083 23.700 6,31% Aktien
GEODE CAPITAL MANAGEMENT, LLC $75.447 21.016 5,60% Aktien
SUSQUEHANNA INTERNATIONAL GROUP, LLP $54.374 15.146 4,03% Aktien
VANGUARD FIDUCIARY TRUST CO $49.029 13.657 3,64% Aktien
BlackRock, Inc. $43.999 12.256 3,26% Aktien
CIBC Private Wealth Group LLC $7.006 1.285 0,52% Aktien
OSAIC HOLDINGS, INC. $2.513 700 0,19% Aktien
BARCLAYS PLC $524 146 0,04% Aktien
UBS Group AG $7 2 0,00% Aktien

Unternehmensinsider 28 Insider · 11 Führungskräfte · 15 Direktoren

Insider Rolle Letzte Aktivität Gehaltene Aktien Käufe 12m Verkäufe 12m Netto 12m
Werner F. Jansen CEO & President of subsidiary 29. Juni 2026 A 58.408 0 0 $0
Kristine A Glancy Chief Executive Officer 13. Mai 2016 A 100.000 0 0 $0
Glen Dall President & CEO 9. Juni 2015 A 9.330 0 0 $0
John Gonsior CFO 21. Mai 2016 M 32.719 0 0 $0
Justin W Shireman VP Finance, Treasurer and CFO 4. März 2011 M 185.001 0 0 $0
Denni Jo Lester VP Finance/CFO 20. Mai 2004 A 1.085 0 0 $0
Timothy J Halfmann Chief Sales & Mktg Officer 9. Juni 2015 A 1.179 0 0 $0
Alan Jones Sr VP CPG & Retail Sales 23. Mai 2012 A 3.666 0 0 $0
Thomas A Lucas Sr VP Operations 23. Mai 2012 A 4.645 0 0 $0
Scott Simcox Sr. VP of Marketing Services 28. November 2011 D 44.959 0 0 $0
Thomas Wilkolak EVP & Gen Mgr POPS Div 18. Mai 2005 A 0 0 $0
Swenson Nicholas John Direktor 2. April 2026 X 836.134 0 0 $0
Peter F. Zaballos Direktor 23. Juni 2016 A 17.107 0 0 $0
Groveland Capital, LLC Direktor 23. Juni 2016 A 12.168 0 0 $0
Steven R Zenz Direktor 23. Juni 2016 A 22.694 0 0 $0
Philip L Cooley Direktor 23. Juni 2016 A 6.849 0 0 $0
HOWE MICHAEL C Direktor 23. Juni 2016 A 12.168 0 0 $0
David L Boehnen Direktor 20. Mai 2016 A 29.436 0 0 $0
Edward Augustine Corcoran Direktor 4. Dezember 2015 P 459.667 0 0 $0
Jacob J Berning Direktor 9. Juni 2015 A 5.319 0 0 $0
Reid Macdonald Direktor 21. Mai 2014 A 44.526 0 0 $0
Gary Vars Direktor 21. Mai 2014 A 11.526 0 0 $0
Peter Derycz Direktor 12. Dezember 2013 A 5.576 0 0 $0
Donald J Kramer Direktor 23. Mai 2012 A 97.490 0 0 $0
Robert W Ramsdell Direktor 21. Mai 2008 A 893.550 0 0 $0
Mark Cherrey 10. August 2016 A 0 0 $0
Gordon Stofer 19. August 2013 D 29.162 0 0 $0
Scott Drill 19. August 2013 D 0 0 0 $0

Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten

Aktivisten & 5%+-Eigentümer 5 Beteiligungen

Investoren mit SEC Schedule 13D — wirtschaftliches Eigentum über 5% mit der Absicht, Einfluss auf den Emittenten zu nehmen (aktivistische Beteiligungen, Board-Kampagnen, M&A). Jede Zeile zeigt den zuletzt bekannten Stand der Position dieses Melders.

Anmelder Eingereicht Beteiligung Status Zweck Einreichung
DAVID E. LAZAR ×4 Einreichungen 29. August 2023 Erste Einreichung SEC
Cable Car Capital LLC, The Funicular Fund, LP ×12 Einreichungen 26. Oktober 2020 Erste Einreichung SEC
The Lion Fund II, L.P., Biglari Capital Corp., Sardar Biglari ×9 Einreichungen 18. Januar 2018 Erste Einreichung SEC
Norman H. Pessin, Sandra F. Pessin, Brian Pessin ×2 Einreichungen 12. Januar 2015 Erste Einreichung Passive Anlage SEC
Bruce E. Hendry ×2 Einreichungen 11. März 2013 Erste Einreichung SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF-Besitz Gehalten von 2 ETFs

Gewichtung spiegelt nur direkte Aktienbestände (N-PORT) wider; gehebelte oder derivatbasierte Fonds können zusätzliche Swap-Exposure halten, die hier nicht angezeigt wird.

Fonds Gewicht Anteile Stand Quelle
VXF · VANGUARD INDEX FUNDS 0,00% 29.185 SH 8. August 2026 Täglich
DCOR · Dimensional ETF Trust 0,00% 79 NS 30. April 2026 N-PORT