KINS Kingstone Companies, Inc - Common Stock
$19.92
Price · Aug 19, 2026
Fundamentals as of Aug 7, 2026
52W Range
$13–$21
87% of range
Analyst Rating
BUY
7 analysts
Price Target
$24
+20% upside
P/E (TTM)
7.7
ROE
37.5%
Net Profit Margin
19.0%
About Kingstone Companies, Inc - Common Stock Company overview from Wikipedia
Kingstone Companies, Inc., headquartered in Kingston, New York, provides property and casualty insurance products through its subsidiary, Kingstone Insurance Company. It places contracts with the third-party licensed premium finance company through its subsidiary Payments, Inc., a NYS licensed Insurance Premium Finance Company. Kingstone Insurance Company was ranked #1 of the 81 insurers rated by the Professional Insurance Agents Association in its 2010 Company Performance Survey. The company sells insurance products include personal lines of insurance products, general liability policies commercial automobile policies and so on through independent retail and wholesale agents and brokers.
Read more
Kingstone Companies, Inc., headquartered in Kingston, New York, provides property and casualty insurance products through its subsidiary, Kingstone Insurance Company. It places contracts with the third-party licensed premium finance company through its subsidiary Payments, Inc., a NYS licensed Insurance Premium Finance Company. Kingstone Insurance Company was ranked #1 of the 81 insurers rated by the Professional Insurance Agents Association in its 2010 Company Performance Survey. The company sells insurance products include personal lines of insurance products, general liability policies commercial automobile policies and so on through independent retail and wholesale agents and brokers.
History
In 1886, the company was founded in Kingston, New York.
Operation
In December 2013, the company announced that it has commenced an underwritten public offering of 2,500,000 shares of its common stock to promote the insurance subsidiary, Kingstone Insurance Company.
In October 2020, Kingstone Companies, Inc. has reported its pre-tax disaster damages of net reinsurance between $8.5 million and $9 million for the third quarter of 2020.
Woolgar v. Kingstone Companies et al.
On 11 August 2020, Kingstone Companies, Inc. has confirmed that the U.S. District Court for the Southern District of New York today denied the defendant's request to withdraw the amended lawsuit in the putative shareholder class action litigation initially brought in 2019 against the corporation and several existing and former officers and directors.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
KINS Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$19.92
Market Cap
$319M
P/E (TTM)
7.7
EPS (TTM)
$2.88
Revenue (TTM)
$215M
Div Yield
0.44%
ROE
37.5%
Debt/Equity
0.0
52W Range
$13 – $21
KINS Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
Configure
10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
$215M
2016-12-31
→
2025-12-31
EPS
$2.88
2016-12-31
→
2025-12-31
Free Cash Flow
$73M
2016-12-31
→
2025-12-31
Margins
19.0%
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
KINS
Peer Median
P/E (TTM)
7.7
12.0
P/S (TTM)
1.5
1.3
P/B
2.6
1.9
Price / FCF
4.4
—
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
KINS
Peer Median
Net Profit Margin
19.0%
13.0%
ROA
9.8%
5.6%
ROE
37.5%
16.4%
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
KINS
Peer Median
Debt / Equity
0.0
50.3
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
KINS
Peer Median
Revenue YoY
38.5%
—
Revenue CAGR 3Y
18.2%
—
Revenue CAGR 5Y
10.3%
—
EPS YoY
94.6%
—
Net Income YoY
122.1%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
KINS
Peer Median
Payout Ratio
3.5%
—
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
0.44%
Payout Ratio
3.5%
5Y Div CAGR
—
| Ex-date | Amount |
|---|---|
| Aug. 11, 2026 | $0.0600 |
| May 11, 2026 | $0.0500 |
| Feb. 11, 2026 | $0.0500 |
| Nov. 10, 2025 | $0.0500 |
| Aug. 11, 2025 | $0.0500 |
| Aug. 30, 2022 | $0.0400 |
| May 27, 2022 | $0.0400 |
| Feb. 25, 2022 | $0.0400 |
| Nov. 29, 2021 | $0.0400 |
| Aug. 30, 2021 | $0.0400 |
| May 27, 2021 | $0.0400 |
| Feb. 25, 2021 | $0.0400 |
| Nov. 27, 2020 | $0.0400 |
| Aug. 28, 2020 | $0.0400 |
| May 28, 2020 | $0.0400 |
| Feb. 27, 2020 | $0.0630 |
| Nov. 27, 2019 | $0.0630 |
| Aug. 29, 2019 | $0.0630 |
| May 30, 2019 | $0.1000 |
| Feb. 27, 2019 | $0.1000 |
KINS Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
BUY
7 analysts
- Strong Buy 2 28.6%
- Buy 4 57.1%
- Hold 1 14.3%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
1 analysts · 2026-08-16
Low
$24.00
High
$24.00
Median target
$24.00
+20.5%
Mean target
$24.00
+20.5%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
0.06%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $1.04 | $0.97 | 0.07% |
| March 31, 2026 | $-0.35 | $-0.27 | -0.08% |
| Dec. 31, 2025 | $1.08 | $1.07 | 0.01% |
| Sept. 30, 2025 | $0.73 | $0.72 | 0.01% |
| June 30, 2025 | $0.75 | $0.56 | 0.19% |
| March 31, 2025 | $0.17 | $0.00 | 0.17% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| KINS | $242M | 5.8 | 38.5% | 19.0% | 37.5% | — |
| AII | $408M | 3.7 | 35.3% | 36.0% | 31.2% | — |
| AMSF | $722M | 15.6 | 2.7% | 14.9% | 18.2% | — |
| ACIC | $616M | 5.9 | 13.1% | 31.9% | 35.0% | — |
| GBLI | — | 16.2 | 2.0% | 5.6% | 3.6% | — |
| NODK | $273M | -26.6 | -12.3% | -3.6% | -4.3% | 24.5% |
| KWY | — | — | — | — | — | — |
| MBI | — | -2.0 | 90.5% | -221.2% | 8.2% | — |
| OSG | $350M | -1.3 | 6.5% | -103.1% | -34.2% | — |
| JRVR | — | 8.1 | -2.8% | — | — | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 10
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $215M | $155M | $144M | $130M | $161M | $131M | $145M | $114M | $93M | $77M | $64M | $50M | |
| Operating Expenses | $164M | $132M | $152M | $158M | $171M | $133M | $153M | · | · | · | · | · | |
| Interest Expense | · | · | $4M | $2M | $2M | $2M | $2M | $2M | $60.3K | $0 | · | $0 | |
| Pretax Income | $51M | $23M | $-7M | $-28M | $-9M | $-1M | $-8M | $3M | $14M | $13M | $10M | $8M | |
| Income Tax | $10M | $5M | $-1M | $-5M | $-2M | $-2M | $-2M | $-86.2K | $4M | $5M | $3M | $3M | |
| Net Income | $41M | $18M | $-6M | $-23M | $-7M | $972.4K | $-6M | $3M | $10M | $9M | $7M | $5M | |
| EPS (Basic) | $2.93 | $1.60 | $-0.57 | $-2.12 | $-0.70 | $0.09 | $-0.55 | $0.29 | $0.96 | $1.15 | $0.95 | $0.73 | |
| EPS (Diluted) | $2.88 | $1.48 | $-0.57 | $-2.12 | $-0.70 | $0.09 | $-0.55 | $0.29 | $0.94 | $1.14 | $0.94 | $0.72 | |
| Shares (Basic) | 13,926,024 | 11,478,899 | 10,756,487 | 10,645,365 | 10,587,912 | 10,721,342 | 10,773,623 | 10,686,813 | 10,388,440 | 7,736,594 | 7,331,114 | 7,287,657 | |
| Shares (Diluted) | 14,143,173 | 12,423,769 | 10,756,487 | 10,645,365 | 10,587,912 | 10,730,737 | 10,773,623 | 10,716,886 | 10,581,577 | 7,807,263 | 7,377,880 | 7,356,962 |
Balance Sheet 17
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | $9M | $12M | $24M | $19M | $32M | $21M | $48M | $12M | $14M | $10M | |
| PP&E (Net) | $8M | $9M | $9M | $11M | $9M | $8M | $8M | $6M | $5M | $3M | $3M | $2M | |
| PP&E (Gross) | $31M | $31M | $29M | $27M | $23M | $18M | $15M | $11M | $8M | $5M | $5M | $4M | |
| Accum. Depreciation | $23M | $22M | $20M | $17M | $13M | $10M | $7M | $5M | $3M | $2M | $2M | $1M | |
| Intangibles | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $670.0K | $1M | $1M | $2M | $2M | |
| Total Assets | $453M | $375M | $318M | $320M | $331M | $318M | $321M | $267M | $255M | $169M | $149M | $135M | |
| Deferred Tax | · | · | · | · | $0 | $4M | $0 | · | · | · | · | · | |
| Total Liabilities | $331M | $308M | $283M | $284M | $256M | $225M | $233M | $178M | $160M | $113M | $104M | $94M | |
| Long-term Debt | $4M | $11M | $25M | $18M | $17M | $30M | $29M | $29M | $29M | $0 | · | · | |
| Total Debt | $4M | $11M | $25M | · | · | · | · | · | · | · | · | · | |
| Common Stock | $159.2K | $144.5K | $122.5K | $121.7K | $119.6K | $118.7K | $118.2K | $117.8K | $116.2K | $89.0K | $82.9K | $82.4K | |
| Retained Earnings | $35M | $-5M | $-23M | $-17M | $7M | $16M | $17M | $26M | $27M | $21M | $14M | $8M | |
| Treasury Stock | $6M | $6M | $6M | $6M | $6M | $4M | $-3M | $3M | $2M | $2M | $2M | $-2M | |
| AOCI | $-6M | $-12M | $-12M | $-16M | $2M | $10M | $5M | $-3M | $1M | $72.9K | $484.2K | $946.3K | |
| Stockholders' Equity | $123M | $67M | $35M | $36M | $76M | $93M | $88M | $89M | $95M | $57M | $45M | $41M | |
| Liabilities + Equity | $453M | $375M | $318M | $320M | $331M | $318M | $321M | $267M | $255M | $169M | $149M | $135M | |
| Shares Outstanding | 14,397,526 | 14,448,205 | 12,248,313 | 12,171,512 | 10,484,254 | 10,616,815 | 10,797,450 | 10,747,709 | 10,631,837 | 7,921,866 | 7,328,637 | 7,308,757 |
Cash Flow 16
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $3M | $2M | $3M | $3M | $3M | $3M | $3M | $2M | $1M | $1M | $1M | $874.9K | |
| Stock-based Comp | $1M | $1M | $832.6K | $1M | $2M | $2M | $2M | $702.6K | $270.2K | $106.9K | $134.2K | $171.9K | |
| Deferred Tax | $-201.5K | $5M | $-1M | $-5M | $-2M | $3M | $-2M | $-5.4K | $-1.8K | $-293.4K | $-226.9K | $113.8K | |
| Amort. of Intangibles | $0 | $0 | $0 | $0 | $0 | $0 | $170.0K | $340.0K | $340.0K | $407.8K | $475.7K | $475.7K | |
| Operating Cash Flow | $76M | $58M | $-11M | $-915.5K | $24M | $-10M | $30M | $22M | $28M | $15M | $20M | $17M | |
| CapEx | $3M | $2M | $2M | $5M | $4M | $3M | $4M | $3M | $3M | $576.2K | $1M | $808.5K | |
| Investing Cash Flow | $-93M | $-35M | $9M | $-6M | $-16M | $581.3K | $-15M | $-43M | $-48M | $-20M | $-15M | $-26M | |
| Stock Issued | $9M | $14M | $0 | $60.5K | $0 | · | · | $0 | $30M | $5M | $0 | · | |
| Stock Repurchased | · | · | · | $0 | $2M | $1M | $0 | $540.3K | $176.8K | $113.3K | $278.0K | $46.7K | |
| Net Stock Activity | $9M | $14M | · | $60.5K | $-2M | $-1M | $0 | $-540.3K | $30M | $5M | $-278.0K | · | |
| Dividends Paid | $1M | $0 | $0 | $1M | $2M | $2M | $4M | $4M | $3M | $2M | $2M | $1M | |
| Financing Cash Flow | $506.1K | $-3M | $-1M | $-6M | $-4M | $-3M | $-4M | $-6M | $56M | $3M | $-2M | $-1M | |
| Net Change in Cash | $-16M | $20M | $-3M | · | $5M | $-13M | $11M | $-27M | $36M | $-2M | $4M | $-10M | |
| Taxes Paid | · | $0 | $0 | $0 | $0 | $382.4K | · | · | · | · | · | · | |
| Free Cash Flow | $73M | $56M | $-13M | $-5M | $20M | · | $26M | $20M | $25M | $15M | $19M | · | |
| Levered FCF | · | · | $-17M | $-7M | $18M | · | $25M | $18M | $25M | · | · | · |
Profitability 4
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 19.0% | 11.8% | -4.3% | -17.3% | -4.6% | 0.74% | -4.1% | 2.7% | 10.8% | 11.5% | 10.8% | 10.7% | |
| Pretax Margin | 23.8% | 15.0% | -5.1% | -21.5% | -5.8% | · | -5.3% | 2.6% | 15.4% | 17.3% | 16.1% | 15.7% | |
| ROA | 9.8% | 5.3% | -1.9% | -6.9% | -2.3% | 0.30% | -2.0% | 1.2% | 4.7% | 5.6% | 4.9% | 4.2% | |
| ROE | 37.5% | 29.0% | -20.2% | -60.0% | -9.6% | 1.1% | -6.8% | 3.4% | 13.2% | 17.5% | 16.2% | 14.0% |
Liquidity & Solvency 2
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.2 | 0.7 | · | · | · | · | · | · | · | · | · | |
| LT Debt / Equity | 0.0 | 0.1 | 0.7 | · | · | · | · | · | · | · | · | · |
Efficiency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.4 | 0.5 | 0.4 | 0.5 | 0.4 | 0.5 | 0.4 | 0.4 | 0.5 | 0.5 | 0.4 |
Growth Rates 8
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 38.5% | 7.6% | 10.8% | -19.3% | 22.7% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 18.2% | -1.3% | 3.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 10.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 94.6% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 100.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 122.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 111.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | -6.3% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 16
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $215M | $155M | $144M | $130M | $161M | $131M | $145M | $114M | $93M | $77M | $64M | $50M | |
| Net Income TTM | $41M | $18M | $-6M | $-23M | $-7M | $972.4K | $-6M | $3M | $10M | $9M | $7M | $5M | |
| Market Cap | $242M | $196M | $23M | $14M | $52M | $71M | $84M | $190M | $200M | $109M | $66M | $60M | |
| Enterprise Value | · | · | $39M | · | · | · | · | · | · | · | · | · | |
| P/E | 5.8 | 10.3 | -3.7 | -0.6 | -7.1 | 73.9 | -14.1 | 61.0 | 20.0 | 12.1 | 9.6 | 11.3 | |
| P/S | 1.1 | 1.3 | 0.2 | 0.1 | 0.3 | 0.5 | 0.6 | 1.7 | 2.2 | 1.4 | 1.0 | 1.2 | |
| P/B | 2.0 | 2.9 | 0.7 | 0.4 | 0.7 | 0.8 | 0.9 | 2.1 | 2.1 | 1.9 | 1.5 | 1.5 | |
| P / Tangible Book | 2.0 | 3.0 | 0.7 | 0.4 | 0.7 | 0.8 | · | · | · | · | · | · | |
| P / Cash Flow | 3.2 | 3.4 | -2.0 | -15.8 | 2.2 | -6.9 | 2.8 | 8.5 | 7.1 | 7.2 | 3.2 | 3.4 | |
| P / FCF | 3.3 | 3.5 | -1.7 | -2.6 | 2.6 | · | 3.2 | 9.7 | 7.9 | 7.4 | 3.4 | · | |
| EV / FCF | · | · | -3.0 | · | · | · | · | · | · | · | · | · | |
| EV / Revenue | · | · | 0.3 | · | · | · | · | · | · | · | · | · | |
| Dividend Yield | 0.58% | 0.00% | 0.00% | 8.8% | 3.2% | 2.8% | 4.2% | 2.2% | 1.6% | 1.8% | 2.4% | 2.2% | |
| Earnings Yield | 17.1% | 9.7% | -26.8% | -157.0% | -14.0% | 1.4% | -7.1% | 1.6% | 5.0% | 8.3% | 10.4% | 8.8% | |
| Payout Ratio | 3.5% | · | 0.00% | -5.7% | -23.0% | 201.3% | -58.7% | 138.3% | 32.2% | 21.8% | 22.4% | 24.6% | |
| Annual Payout | $1M | $0 | $0 | $1M | $2M | $2M | $4M | $4M | $3M | $2M | $2M | $1M |
Income Statement 10
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $66M | $60M | $56M | $56M | $52M | $50M | $42M | $41M | $37M | $36M | $37M | $34M | $37M | $37M | $37M | $36M | |
| Operating Expenses | $46M | $67M | $38M | $42M | $38M | $46M | $35M | $32M | $31M | $34M | $33M | $39M | $37M | $43M | $42M | $40M | |
| Interest Expense | · | · | · | · | · | · | · | · | $989.7K | $993.9K | · | $988.7K | $1M | $1M | $649.4K | $456.5K | |
| Pretax Income | $20M | $-7M | $18M | $14M | $14M | $5M | $7M | $9M | $6M | $2M | $4M | $-4M | $-563.4K | $-6M | $-5M | $-5M | |
| Income Tax | $4M | $-2M | $4M | $3M | $3M | $835.7K | $1M | $2M | $1M | $378.0K | $952.2K | $-859.0K | $-41.4K | $-1M | $-985.0K | $-561.7K | |
| Net Income | $15M | $-6M | $15M | $11M | $11M | $4M | $5M | $7M | $5M | $1M | $3M | $-4M | $-522.0K | $-5M | $-4M | $-4M | |
| EPS (Basic) | $1.07 | $-0.40 | $1.06 | $0.77 | $0.81 | $0.29 | $0.45 | $0.61 | $0.41 | $0.13 | $0.28 | $-0.33 | $-0.05 | $-0.47 | $-0.36 | $-0.38 | |
| EPS (Diluted) | $1.05 | $-0.40 | $1.09 | $0.74 | $0.78 | $0.27 | $0.44 | $0.55 | $0.37 | $0.12 | $0.28 | $-0.33 | $-0.05 | $-0.47 | $-0.36 | $-0.38 | |
| Shares (Basic) | 14,480,305 | 14,453,747 | -27,614,461 | 14,142,374 | 13,925,707 | 13,472,404 | -21,944,470 | 11,404,360 | 11,019,347 | 10,999,662 | -21,512,430 | 10,756,156 | 10,755,848 | 10,756,913 | -21,275,338 | 10,645,675 | |
| Shares (Diluted) | 14,671,627 | 14,453,747 | -29,118,108 | 14,601,241 | 14,387,538 | 14,272,502 | -24,059,825 | 12,581,128 | 12,110,946 | 11,791,520 | -21,512,430 | 10,756,156 | 10,755,848 | 10,756,913 | -21,275,338 | 10,645,675 |
Balance Sheet 16
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | · | · | · | · | · | $15M | $12M | $11M | $12M | $15M | |
| PP&E (Net) | $8M | $8M | $8M | $8M | $8M | $8M | $9M | $9M | $9M | $9M | $9M | $10M | $10M | $10M | $11M | $10M | |
| PP&E (Gross) | · | · | $31M | · | · | · | $31M | · | · | · | $29M | · | · | · | $27M | · | |
| Accum. Depreciation | · | · | $23M | · | · | · | $22M | · | · | · | $20M | · | · | · | $17M | · | |
| Intangibles | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | · | · | · | $500.0K | $500.0K | |
| Total Assets | $478M | $465M | $453M | $429M | $393M | $385M | $375M | $347M | $320M | $318M | $318M | $317M | $311M | $330M | $320M | $316M | |
| Total Liabilities | $349M | $351M | $331M | $321M | $299M | $303M | $308M | $287M | $279M | $283M | $283M | $290M | $279M | $297M | $284M | $277M | |
| Long-term Debt | $4M | $4M | $4M | $5M | $5M | $5M | $11M | $17M | $25M | $25M | $25M | $25M | $25M | $25M | $18M | $30M | |
| Total Debt | $4M | $4M | · | $5M | $5M | $5M | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $160.2K | $160.1K | $159.2K | $156.7K | $156.6K | $152.8K | $144.5K | $138.2K | $125.4K | $124.8K | $122.5K | $122.3K | $122.3K | $122.3K | $121.7K | $121.2K | |
| Retained Earnings | $43M | $28M | $35M | $21M | $10M | $-873.2K | $-5M | $-10M | $-17M | $-22M | $-23M | $-26M | $-23M | $-22M | $-17M | $-13M | |
| Treasury Stock | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | · | |
| AOCI | $-9M | $-8M | $-6M | $-7M | $-9M | $-10M | $-12M | $-9M | $-13M | $-13M | $-12M | $-17M | $-15M | $-14M | $-16M | $-16M | |
| Stockholders' Equity | $129M | $115M | $123M | $108M | $95M | $82M | $67M | $60M | $41M | $36M | $35M | $27M | $32M | $33M | $36M | $39M | |
| Liabilities + Equity | $478M | $465M | $453M | $429M | $393M | $385M | $375M | $347M | $320M | $318M | $318M | $317M | $311M | $330M | $320M | $316M | |
| Shares Outstanding | 14,474,664 | 14,482,603 | 14,397,526 | 14,147,428 | 14,137,115 | 13,759,292 | 12,924,080 | 12,312,296 | 11,064,723 | 11,008,016 | 10,776,907 | 10,756,156 | 10,756,156 | 10,760,559 | 10,700,106 | 10,645,675 |
Cash Flow 15
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $761.5K | $715.5K | $678.0K | $644.7K | $613.4K | $623.9K | $613.4K | $619.1K | $619.9K | $596.5K | $645.7K | $741.1K | $778.5K | $808.1K | $828.1K | $825.0K | |
| Stock-based Comp | $645.9K | $654.0K | $241.3K | $430.2K | $471.9K | $339.0K | $476.5K | $359.2K | $281.4K | $265.8K | $196.4K | $207.1K | $212.3K | $216.8K | $187.7K | $188.4K | |
| Deferred Tax | $938.9K | $-2M | $-217.7K | $388.4K | $-246.5K | $-125.8K | $1M | $2M | $1M | $378.0K | $949.5K | $-859.0K | $-34.9K | $-1M | $-1M | $-453.7K | |
| Operating Cash Flow | $29M | $9M | $23M | $26M | $9M | $18M | $23M | $22M | $7M | $6M | $4M | $1M | $-14M | $-3M | $7M | $6M | |
| CapEx | $908.2K | $835.8K | $714.6K | $652.5K | $577.0K | $863.5K | $598.2K | $700.5K | $497.5K | $541.0K | $446.9K | $481.7K | $432.5K | $466.1K | $1M | $801.4K | |
| Investing Cash Flow | $-22M | $-8M | $-36M | $-32M | $-13M | $-12M | $-26M | $393.8K | $2M | $-12M | $-10M | $2M | $16M | $2M | $-6M | $-3M | |
| Stock Issued | $0 | $0 | $0 | $-13.9K | $-61.3K | $10M | $5M | $9M | $168.2K | $0 | $0 | $0 | · | · | · | · | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Net Stock Activity | · | $0 | · | · | · | $10M | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid | $724.2K | $722.3K | $707.3K | $707.1K | $0 | $0 | $0 | · | · | · | · | $0 | $0 | $0 | $0 | $425.8K | |
| Financing Cash Flow | $-1M | $-1M | $-898.3K | $-1M | $-381.5K | $3M | $-2M | $-548.7K | $-120.1K | $-288.6K | $-290.1K | $-274.1K | $-271.7K | $-280.3K | $-4M | $-425.8K | |
| Net Change in Cash | $6M | $-823.3K | $-15M | $-7M | $-4M | $9M | $-5M | $22M | $9M | $-6M | $-6M | · | · | · | · | $2M | |
| Taxes Paid | $2M | $0 | · | $4M | $1M | $0 | · | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| Free Cash Flow | · | $8M | · | · | · | $17M | · | · | · | $6M | · | · | · | $-4M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $5M | · | · | · | $-5M | · | · |
Profitability 4
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 23.5% | -9.7% | · | 19.5% | 21.5% | 7.7% | · | · | 12.4% | 4.0% | · | -10.3% | -1.4% | -13.8% | · | -11.2% | |
| Pretax Margin | 29.6% | -12.4% | · | 24.6% | 27.1% | 9.3% | · | · | 15.7% | 5.1% | · | -12.8% | -1.5% | -17.2% | · | -12.8% | |
| ROA | 3.5% | -1.4% | · | 2.8% | 3.2% | 1.1% | · | · | 1.4% | 0.44% | · | -1.1% | -0.17% | -1.6% | · | -1.3% | |
| ROE | 13.8% | -5.9% | · | 13.0% | 16.6% | 6.6% | · | · | 12.4% | 4.1% | · | -10.8% | -1.3% | -11.0% | · | -6.9% |
Liquidity & Solvency 2
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.1 | 0.1 | · | · | · | · | · | · | · | · | · | · | |
| LT Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.1 | · | · | · | · | · | · | · | · | · | · |
Efficiency 1
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | · | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
Valuation (TTM) 11
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $234M | $218M | · | $199M | $180M | $164M | · | $147M | $143M | $143M | · | $143M | $138M | $130M | · | $132M | |
| Net Income TTM | $32M | $20M | · | $33M | $27M | $17M | · | $9M | $2M | $-8M | · | $-13M | $-15M | $-24M | · | $-29M | |
| Market Cap | $275M | $211M | · | $208M | $218M | $229M | · | · | $55M | $49M | · | $19M | $13M | $14M | · | $28M | |
| P/E | 8.8 | 10.5 | · | 6.3 | 7.8 | 12.7 | · | 12.9 | 45.5 | -6.1 | · | -1.5 | -0.8 | -0.6 | · | -1.0 | |
| P/S | 1.2 | 1.0 | · | 1.0 | 1.2 | 1.4 | · | · | 0.4 | 0.3 | · | 0.1 | 0.1 | 0.1 | · | 0.2 | |
| P/B | 2.1 | 1.8 | · | 1.9 | 2.3 | 2.8 | · | · | 1.4 | 1.4 | · | 0.7 | 0.4 | 0.4 | · | 0.7 | |
| P / Tangible Book | 2.1 | 1.9 | · | 1.9 | 2.3 | 2.8 | · | 1.9 | 1.4 | 1.4 | · | 0.7 | 0.4 | 0.4 | · | 0.7 | |
| P / Cash Flow | · | 24.2 | · | · | · | 12.8 | · | · | · | 8.0 | · | · | · | -4.3 | · | · | |
| P / FCF | · | 26.8 | · | · | · | 13.5 | · | · | · | 8.8 | · | · | · | -3.8 | · | · | |
| Earnings Yield | 11.4% | 9.5% | · | 15.9% | 12.8% | 7.9% | · | 7.8% | 2.2% | -16.4% | · | -68.7% | -120.5% | -166.9% | · | -104.1% | |
| Payout Ratio | · | -12.4% | · | · | · | · | · | · | · | · | · | · | · | 0.00% | · | · |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Revenue | $215M | $155M | $144M | $130M | $161M |
| Net Income | $41M | $18M | $-6M | $-23M | $-7M |
| Diluted EPS | $2.88 | $1.48 | $-0.57 | $-2.12 | $-0.70 |
Balance Sheet
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.2 | 0.7 | — | — |
Cash Flow
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Free Cash Flow | $73M | $56M | $-13M | $-5M | $20M |
My Metrics Your personal watchlist — selected rows from Full Fundamentals
📊
Pick the metrics that matter to you — click the ➕ next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.
Institutional owners (13F) 118 filers · $135.9M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 24 (+3 vs prior Q) | 11 (-2 vs prior Q) | 43 (+11 vs prior Q) | 29 (-6 vs prior Q) | +396K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| ROYCE & ASSOCIATES LP | $11,628,605 | 611,067 | 8.56% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $9,536,199 | 501,114 | 7.02% | Shares |
| VANGUARD GROUP INC | $9,328,381 | 554,271 | 6.87% | Shares |
| AMERICAN CENTURY COMPANIES INC | $7,433,727 | 390,632 | 5.47% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $7,038,988 | 369,889 | 5.18% | Shares |
| Gator Capital Management, LLC | $5,968,798 | 313,652 | 4.39% | Shares |
| De Lisle Partners LLP | $5,798,726 | 304,037 | 4.27% | Shares |
| Cruiser Capital Advisors, LLC | $5,798,460 | 304,701 | 4.27% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $5,287,980 | 277,876 | 3.89% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $5,193,289 | 272,842 | 3.82% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4,780,850 | 251,227 | 3.52% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3,982,370 | 209,268 | 2.93% | Shares |
| STATE STREET CORP | $3,818,065 | 200,634 | 2.81% | Shares |
| Palisades Investment Partners, LLC | $2,831,963 | 148,764 | 2.08% | Shares |
| PANAGORA ASSET MANAGEMENT INC | $2,767,019 | 145,403 | 2.04% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2,529,087 | 132,900 | 1.86% | Call option |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2,331,422 | 122,513 | 1.72% | Shares |
| Bleakley Financial Group, LLC | $1,963,783 | 103,194 | 1.45% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1,824,863 | 95,894 | 1.34% | Shares |
| Evernest Financial Advisors, LLC | $1,658,182 | 87,135 | 1.22% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $1,510,392 | 79,369 | 1.11% | Shares |
| Squarepoint Ops LLC | $1,453,245 | 76,366 | 1.07% | Shares |
| CITADEL ADVISORS LLC | $1,450,086 | 76,200 | 1.07% | Call option |
| JANE STREET GROUP, LLC | $1,275,010 | 67,000 | 0.94% | Call option |
| NEW YORK STATE COMMON RETIREMENT FUND | $1,212,021 | 63,690 | 0.89% | Shares |
| LPL Financial LLC | $1,197,424 | 62,923 | 0.88% | Shares |
| Trexquant Investment LP | $1,153,903 | 60,636 | 0.85% | Shares |
| Daytona Street Capital LLC | $1,115,977 | 55,474 | 0.82% | Shares |
| GLOBEFLEX CAPITAL L P | $1,105,681 | 58,102 | 0.81% | Shares |
| MILLENNIUM MANAGEMENT LLC | $1,089,163 | 57,234 | 0.80% | Shares |
| Empowered Funds, LLC | $1,073,539 | 56,413 | 0.79% | Shares |
| CITADEL ADVISORS LLC | $1,051,465 | 55,253 | 0.77% | Shares |
| J.M. Arbour, LLC | $1,034,090 | 54,340 | 0.76% | Shares |
| Connor, Clark & Lunn Investment Management Ltd. | $1,002,215 | 52,665 | 0.74% | Shares |
| TWO SIGMA ADVISERS, LP | $870,111 | 51,700 | 0.64% | Shares |
| PDT Partners, LLC | $777,756 | 40,870 | 0.57% | Shares |
| FIRST TRUST ADVISORS LP | $759,316 | 39,901 | 0.56% | Shares |
| GOLDMAN SACHS GROUP INC | $743,102 | 39,049 | 0.55% | Shares |
| Cubist Systematic Strategies, LLC | $690,988 | 47,006 | 0.51% | Shares |
| MARSHALL WACE, LLP | $681,959 | 35,836 | 0.50% | Shares |
| Point72 Asset Management, L.P. | $637,086 | 33,478 | 0.47% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $634,670 | 33,351 | 0.47% | Shares |
| BANK OF AMERICA CORP /DE/ | $626,125 | 32,902 | 0.46% | Shares |
| CINCINNATI LIFE INSURANCE CO | $618,576 | 42,080 | 0.46% | Shares |
| STRS OHIO | $599,445 | 31,500 | 0.44% | Shares |
| CITADEL ADVISORS LLC | $593,736 | 31,200 | 0.44% | Put option |
| JANE STREET GROUP, LLC | $589,359 | 30,970 | 0.43% | Shares |
| Quadrature Capital Ltd | $535,733 | 28,152 | 0.39% | Shares |
| Americana Partners, LLC | $506,579 | 26,620 | 0.37% | Shares |
| XTX Topco Ltd | $504,181 | 26,494 | 0.37% | Shares |
| Corient Private Wealth LP | $476,435 | 25,036 | 0.35% | Shares |
| Bank of New York Mellon Corp | $417,880 | 21,959 | 0.31% | Shares |
| Walleye Capital LLC | $395,729 | 20,795 | 0.29% | Shares |
| Integrated Quantitative Investments LLC | $387,850 | 20,381 | 0.29% | Shares |
| WOLVERINE TRADING, LLC | $332,737 | 22,900 | 0.24% | Call option |
| BNP PARIBAS FINANCIAL MARKETS | $316,564 | 16,635 | 0.23% | Shares |
| JANE STREET GROUP, LLC | $313,995 | 16,500 | 0.23% | Put option |
| VOYA INVESTMENT MANAGEMENT LLC | $283,756 | 14,911 | 0.21% | Shares |
| MARTINGALE ASSET MANAGEMENT L P | $272,434 | 14,316 | 0.20% | Shares |
| RHUMBLINE ADVISERS | $266,050 | 13,981 | 0.20% | Shares |
| TWO SIGMA INVESTMENTS, LP | $259,702 | 13,647 | 0.19% | Shares |
| Graham Capital Management, L.P. | $256,791 | 13,494 | 0.19% | Shares |
| SEIZERT CAPITAL PARTNERS, LLC | $238,922 | 12,555 | 0.18% | Shares |
| BlackRock, Inc. | $235,135 | 12,356 | 0.17% | Shares |
| DEUTSCHE BANK AG\ | $216,485 | 11,376 | 0.16% | Shares |
| OSAIC HOLDINGS, INC. | $212,605 | 11,172 | 0.16% | Shares |
| Centiva Capital, LP | $196,599 | 10,331 | 0.14% | Shares |
| ALGERT GLOBAL LLC | $190,566 | 10,014 | 0.14% | Shares |
| WELLS FARGO & COMPANY/MN | $185,828 | 9,765 | 0.14% | Shares |
| UBS Group AG | $180,747 | 9,498 | 0.13% | Shares |
| ALLIANCEBERNSTEIN L.P. | $171,926 | 11,800 | 0.13% | Shares |
| SIMPLEX TRADING, LLC | $165,294 | 8,686 | 0.12% | Shares |
| Nuveen, LLC | $124,932 | 6,565 | 0.09% | Shares |
| MetLife Investment Management, LLC | $116,825 | 6,139 | 0.09% | Shares |
| Steward Partners Investment Advisory, LLC | $112,562 | 5,915 | 0.08% | Shares |
| Russell Investments Group, Ltd. | $110,145 | 5,788 | 0.08% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $102,191 | 5,370 | 0.08% | Shares |
| Vanguard Global Advisers, LLC | $97,795 | 5,139 | 0.07% | Shares |
| BARCLAYS PLC | $97,225 | 5,109 | 0.07% | Shares |
| CITIGROUP INC | $89,346 | 4,695 | 0.07% | Shares |
| Police & Firemen's Retirement System of New Jersey | $74,655 | 3,923 | 0.05% | Shares |
| JPMORGAN CHASE & CO | $48,163 | 2,500 | 0.04% | Shares |
| MORGAN STANLEY | $38,079 | 2,001 | 0.03% | Shares |
| TOTH FINANCIAL ADVISORY CORP | $38,060 | 2,000 | 0.03% | Shares |
| AlphaQuest LLC | $34,990 | 2,079 | 0.03% | Shares |
| NORTHERN TRUST CORP | $34,844 | 1,831 | 0.03% | Shares |
| FMR LLC | $26,604 | 1,398 | 0.02% | Shares |
| Ameritas Investment Partners, Inc. | $21,466 | 1,128 | 0.02% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $20,952 | 1,101 | 0.02% | Shares |
| Legal & General Group Plc | $19,049 | 1,001 | 0.01% | Shares |
| Tower Research Capital LLC (TRC) | $14,558 | 765 | 0.01% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $8,888 | 610 | 0.01% | Shares |
| Accent Capital Management, LLC | $5,937 | 312 | 0.00% | Shares |
| PETERSON WEALTH MANAGEMENT | $5,804 | 305 | 0.00% | Shares |
| MCGUIRE CAPITAL ADVISORS INC | $5,195 | 273 | 0.00% | Shares |
| GAMMA Investing LLC | $4,624 | 243 | 0.00% | Shares |
| Sterling Capital Management LLC | $4,472 | 235 | 0.00% | Shares |
| Quarry LP | $3,825 | 201 | 0.00% | Shares |
| Arax Advisory Partners | $3,444 | 181 | 0.00% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $3,387 | 178 | 0.00% | Shares |
Company insiders 25 insiders · 12 officers · 15 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Meryl S. Golden | CEO, President | Jan. 9, 2026 A | 261,675 | 0 | 0 | $0 |
| Randy L Patten | CFO, VP and Treasurer | March 3, 2026 F | 45,981 | 0 | 0 | $0 |
| Jennifer Gravelle | Chief Financial Officer | March 3, 2025 A | 19,281 | 0 | 0 | $0 |
| Curt Hapward | President, DCAP Mgmt | Aug. 20, 2007 A | — | 0 | 0 | $0 |
| Dale A Thatcher | Chief Operating Officer | March 20, 2018 P | 63,510 | 0 | 0 | $0 |
| Jack Willis | EVP and COO | Jan. 12, 2005 P | 2,100 | 0 | 0 | $0 |
| Minlei Chen | Chief Actuary and Senior VP | June 18, 2026 F | 41,917 | 0 | 0 | $0 |
| Victor J Brodsky | Chief Accounting Officer | April 15, 2026 F | 62,341 | 0 | 0 | $0 |
| Barry Goldstein | COB | Sept. 10, 2024 F | 830,612 | 0 | 0 | $0 |
| Michelle A. Gage | Chief Accounting Officer | Jan. 5, 2024 A | — | 0 | 0 | $0 |
| Benjamin Walden | EVP+Chief Actuary-Kingstone In | Feb. 22, 2018 A | 19,029 | 0 | 0 | $0 |
| John D. Reiersen | EVP, Kingstone Insurance Comp | May 16, 2014 M | 16,524 | 0 | 0 | $0 |
| Thomas Newgarden | Director | May 29, 2026 P | 99,366 | 4 | 0 | $653,377 |
| William L Yankus | Director | April 16, 2026 S | 84,972 | 0 | 1 | $-243,000 |
| Pranav Pasricha | Director | Jan. 2, 2026 A | 8,547 | 0 | 0 | $0 |
| Manmohan Singh | Director | Jan. 2, 2026 A | 19,228 | 0 | 0 | $0 |
| Floyd R Tupper | Director | Jan. 2, 2026 A | 118,476 | 0 | 0 | $0 |
| Carla D'Andre | Director | May 16, 2025 S | 84,419 | 0 | 0 | $0 |
| Timothy P Mcfadden | Director | Jan. 2, 2025 A | 106,871 | 0 | 0 | $0 |
| Jay M Haft | Director | Jan. 16, 2018 A | 92,423 | 0 | 0 | $0 |
| Jack D Siebald | Director | Feb. 14, 2017 S | 2,334 | 0 | 0 | $0 |
| Michael Feinsod | Director | Jan. 2, 2015 S | 446,780 | 0 | 0 | $0 |
| David Lyons | Director | May 6, 2013 S | 0 | 0 | 0 | $0 |
| CERTILMAN MORTON L | Director | Sept. 30, 2008 A | 179,829 | 0 | 0 | $0 |
| AIA ACQUISITION CORP | 10% owner | May 5, 2010 J | 49,600 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 21 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Gregory Fortunoff, Scott Fortunoff ×5 filings | March 12, 2026 | 5.90% | Initial filing | Passive investment | SEC |
| Griffin Highline Capital LLC, Michael Doak ×6 filings | Oct. 21, 2024 | — | Initial filing | — | SEC |
| Jack D. Seibald, Stephanie Seibald ×5 filings | Feb. 2, 2017 | — | Initial filing | Capital structure | SEC |
| Barry Goldstein ×12 filings | Feb. 1, 2017 | — | Initial filing | Capital structure | SEC |
| Infinity Capital Partners, L.P., Infinity Capital, LLC, Infinity Management, LLC, Michael Feinsod | Sept. 9, 2015 | — | Initial filing | Board campaign | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Nov. 3, 2008 | — | Initial filing | Board campaign | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | March 20, 2008 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Dec. 11, 2007 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Aug. 15, 2007 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | June 28, 2007 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | May 16, 2007 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | March 8, 2007 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Jan. 30, 2007 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Jan. 5, 2007 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Dec. 20, 2006 | — | Initial filing | — | 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 ownership Held by 28 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| GSSC · Goldman Sachs ETF Trust | 0.02% | 14,402 NS | May 31, 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.02% | 313,001 NS | May 31, 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.01% | 20,511 NS | May 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.01% | 1,426 NS | April 30, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.01% | 47,953 NS | April 30, 2026 | N-PORT |
| RSSL · Global X Funds | 0.01% | 4,659 NS | April 30, 2026 | N-PORT |
| ITWO · ProShares Trust | 0.00% | 511 NS | May 31, 2026 | N-PORT |
| EBI · RBB Fund Trust | 0.00% | 1,646 NS | May 31, 2026 | N-PORT |
| UWM · ProShares Trust | 0.00% | 399 NS | May 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.00% | 2,889 NS | April 30, 2026 | N-PORT |
| URTY · ProShares Trust | 0.00% | 406 NS | May 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.00% | 9,522 NS | April 30, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 1,790 NS | April 30, 2026 | N-PORT |
| HDG · ProShares Trust | 0.00% | 10 NS | May 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 19,489 NS | April 30, 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0.00% | 2,343 NS | May 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 1,758 NS | April 30, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 3,618 NS | April 30, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | July 15, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | — | — | July 15, 2026 | Daily |
| VFQY · VANGUARD WELLINGTON FUND | — | — | July 30, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | July 15, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | — | — | July 15, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | July 15, 2026 | Daily |
| IWN · iShares Trust | — | — | Aug. 17, 2026 | Daily |
| IWM · iShares Trust | — | — | Aug. 18, 2026 | Daily |
| IWC · iShares Trust | — | — | Aug. 18, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | — | — | July 13, 2026 | Daily |