LIEN Chicago Atlantic BDC, Inc. - Common Stock
$9,58
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 13, 2026
Rango 52S
$9–$11
26% of range
Calificación del Analista
BUY
8 analysts
Precio Objetivo
$11
+15% upside
P/E (TTM)
6.6
ROE
11.0%
Margen de Beneficio Neto
—
LIEN Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$9.57
Capitalización Bursátil
$219M
P/E (TTM)
6.6
BPA (TTM)
$1.46
Ingresos (TTM)
—
Rendimiento div.
10.6%
ROE
11.0%
Deuda/Capital
—
Rango 52S
$9 – $11
LIEN Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
—
BPA
$1.46
2022-03-31
→
2025-12-31
Flujo de caja libre
—
Márgenes
—
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
LIEN
Mediana de Pares
P/E (TTM)
6.6
11.7
P/S (TTM) (P/V (TTM))
20.9
2.8
P/B (P/C)
0.7
0.9
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
LIEN
Mediana de Pares
ROA
10.2%
2.1%
ROE
11.0%
5.7%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
LIEN
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
LIEN
Mediana de Pares
EPS YoY (EPS interanual)
57.0%
—
Net Income YoY (Beneficio Neto interanual)
245.8%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
LIEN
Mediana de Pares
Payout Ratio (Ratio de Pago)
69.9%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
10.6%
Ratio de Pago
69.9%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 26 de junio de 2026 | $0,3400 |
| 30 de marzo de 2026 | $0,3400 |
| 31 de diciembre de 2025 | $0,3400 |
| 29 de septiembre de 2025 | $0,3400 |
| 27 de junio de 2025 | $0,3400 |
| 28 de marzo de 2025 | $0,3400 |
| 19 de diciembre de 2024 | $0,3400 |
| 19 de septiembre de 2024 | $0,2500 |
| 20 de junio de 2024 | $0,2500 |
| 19 de marzo de 2024 | $0,2500 |
| 19 de diciembre de 2023 | $0,7000 |
| 14 de septiembre de 2023 | $0,6300 |
LIEN Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
8 analistas
- Compra fuerte 2 25,0%
- Compra 4 50,0%
- Mantener 2 25,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
1 analistas · 2026-08-15
Mín
$11.00
Máx
$11.00
Objetivo mediano
$11.00
+14,9%
Objetivo medio
$11.00
+14,9%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.02%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.34 | $0.41 | -0.07% |
| 31 de marzo de 2026 | $0.44 | $0.36 | 0.08% |
| 31 de diciembre de 2025 | $0.36 | $0.37 | -0.01% |
| 30 de septiembre de 2025 | $0.42 | $0.35 | 0.07% |
| 30 de junio de 2025 | $0.34 | $0.37 | -0.03% |
| 31 de marzo de 2025 | $0.34 | $0.32 | 0.02% |
| 31 de diciembre de 2024 | $0.35 | $0.30 | 0.05% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| LIEN | $236M | 7.1 | — | — | 11.0% | — |
| RWAY | — | — | — | — | — | — |
| SCM | $367M | 13.3 | — | — | 7.3% | — |
| PNNT | — | — | — | — | — | — |
| TPVG | $265M | 6.2 | 14.9% | 2346.5% | 14.0% | — |
| SPMC | — | — | — | — | — | — |
| BANX | — | — | — | — | — | — |
| WHG | — | 21.8 | 3.2% | 7.2% | 5.7% | — |
| EARN | — | — | — | — | — | — |
| OXSQ | — | — | — | — | — | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| SG&A Expense | $5M | $700.0K | $0 | · | |
| Interest Income | $49M | $20M | $12M | · | |
| Net Income | $33M | $10M | $7M | · | |
| EPS (Basic) | $1.46 | $0.93 | $1.18 | · | |
| EPS (Diluted) | $1.46 | $0.93 | $1.18 | · | |
| Shares (Basic) | 22,820,489 | 10,343,621 | 6,214,682 | · | |
| Shares (Diluted) | 22,820,489 | 10,343,621 | 6,214,682 | · | |
| EBITDA | $-3M | · | $-810.6K | · |
Balance general 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Cash & Equivalents | $3M | $24M | $33M | $35M | |
| Total Assets | $342M | $310M | $89M | $87M | |
| Total Liabilities | $39M | $8M | $3M | $495.5K | |
| Common Stock | $228.2K | $228.2K | $62.1K | $62.1K | |
| Paid-in Capital | $303M | $303M | $85M | $85M | |
| Retained Earnings | $25.6K | $-2M | $449.3K | $1M | |
| Stockholders' Equity | $303M | $301M | $86M | $86M | |
| Liabilities + Equity | · | · | $89M | · | |
| Shares Outstanding | 22,820,590 | 22,820,386 | 6,214,941 | 6,214,672 |
Flujo de Efectivo 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| D&A | $-3M | $-1M | $-810.6K | · | |
| Other Non-cash | $-51M | · | $7M | · | |
| Operating Cash Flow | $-20M | $-5M | $6M | · | |
| Stock Issued | $0 | $9M | $0 | · | |
| Net Stock Activity | $0 | · | $0 | · | |
| Dividends Paid | $23M | $12M | $8M | · | |
| Financing Cash Flow | $-519.9K | $-4M | $-8M | · |
Rentabilidad 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Net Margin | · | · | -8.5% | · | |
| EBITDA Margin | · | · | -7.4% | · | |
| ROA | 10.2% | · | -1.1% | · | |
| ROE | 11.0% | · | -1.1% | · |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Asset Turnover | · | · | 0.1 | · |
Tasas de Crecimiento 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| EPS YoY | 57.0% | -21.2% | · | · | |
| Net Income YoY | 245.8% | 31.1% | · | · | |
| Net Income CAGR 3Y | · | -51.6% | · | · |
Valoración (TTM) 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Revenue TTM | $10M | $10M | $11M | · | |
| Net Income TTM | $33M | $10M | $7M | · | |
| Market Cap | $236M | · | $52M | · | |
| P/E | 7.1 | 13.1 | 7.2 | · | |
| P/S | 22.5 | · | 4.8 | · | |
| P/B | 0.8 | · | 0.6 | · | |
| P / Tangible Book | 0.8 | 0.9 | 0.6 | · | |
| P / Cash Flow | -11.5 | · | 9.1 | · | |
| Dividend Yield | 9.9% | · | 15.8% | · | |
| Earnings Yield | 14.1% | 7.6% | 14.0% | · | |
| Payout Ratio | 69.9% | · | · | · | |
| Annual Payout | $23M | $12M | $8M | · |
Estado de resultados 9
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SG&A Expense | $1M | $1M | $1M | $1M | $1M | $974.5K | $700.0K | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $293.8K | |
| Operating Expenses | · | · | · | · | · | $4M | · | · | · | $3M | · | · | · | · | · | |
| Interest Income | · | · | $12M | $14M | $12M | $11M | $12M | $3M | $3M | $3M | · | · | · | · | · | |
| Net Income | $6M | $9M | $8M | $9M | $9M | $8M | $10M | $-165.0K | $1M | $-1M | $-3M | $1M | $2M | $559.9K | $-1M | |
| EPS (Basic) | $0.27 | $0.37 | $0.36 | $0.39 | $0.38 | $0.33 | $0.67 | $-0.03 | $0.21 | $0.08 | $0.20 | $0.19 | $0.38 | $0.09 | $-0.70 | |
| EPS (Diluted) | $0.27 | $0.37 | $0.36 | $0.39 | $0.38 | $0.33 | $0.67 | $-0.03 | $0.21 | $0.08 | $0.20 | $0.19 | $0.38 | $0.09 | $-0.70 | |
| Shares (Basic) | 22,820,590 | 22,820,590 | -45,640,870 | 22,820,568 | 22,820,405 | 22,820,386 | -8,301,234 | 6,214,965 | 6,214,949 | 6,214,941 | 6,214,673 | 6,214,672 | 6,214,672 | 6,214,672 | -15,109,464 | |
| Shares (Diluted) | 22,820,590 | 22,820,590 | -45,640,870 | 22,820,568 | 22,820,405 | 22,820,386 | -8,301,234 | 6,214,965 | 6,214,949 | 6,214,941 | 6,214,673 | 6,214,672 | 6,214,672 | 6,214,672 | -15,109,464 | |
| EBITDA | · | $-1M | · | · | · | $-522.9K | · | · | · | $-141.4K | · | · | $-140.8K | · | · |
Balance general 9
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $925.5K | $3M | $3M | $10M | $14M | $15M | $24M | $30M | $34M | $33M | $30M | $33M | $33M | · | · | |
| Total Assets | $344M | $373M | $342M | $327M | $332M | $314M | $310M | $89M | $90M | $90M | $89M | $91M | $90M | · | · | |
| Total Liabilities | $41M | $69M | $39M | $24M | $30M | $13M | $8M | $7M | $6M | $6M | $2M | $1M | $1M | · | · | |
| Common Stock | $228.2K | $228.2K | $228.2K | $228.2K | $228.2K | $228.2K | $228.2K | $62.1K | $62.1K | $62.1K | $62.1K | $62.1K | $62.1K | · | · | |
| Paid-in Capital | $303M | $303M | $303M | $303M | $303M | $303M | $303M | $85M | $85M | $85M | $85M | $85M | $85M | · | · | |
| Retained Earnings | $-817.7K | $877.2K | $25.6K | $-461.8K | $-2M | $-2M | $-2M | $-3M | $-834.9K | $-574.0K | $2M | $5M | $4M | · | · | |
| Stockholders' Equity | $302M | $304M | $303M | $303M | $302M | $301M | $301M | $83M | $84M | $85M | $87M | $90M | $89M | · | $85M | |
| Liabilities + Equity | · | · | · | · | · | · | · | $89M | $90M | · | · | · | · | · | · | |
| Shares Outstanding | 22,820,590 | 22,820,590 | 22,820,590 | 22,820,590 | 22,820,408 | 22,820,386 | 22,820,386 | 6,214,995 | 6,214,964 | 6,214,949 | 6,214,705 | 6,214,672 | 6,214,672 | · | 6,214,672 |
Flujo de Efectivo 7
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $-553.4K | $-1M | $-595.2K | $-889.6K | $-693.2K | $-522.9K | $-600.0K | $-152.1K | $-207.8K | $-141.4K | $-129.5K | $-160.7K | $-140.8K | $-40.5K | $50.0K | |
| Other Non-cash | · | $-28M | · | · | · | · | · | · | · | $3M | · | · | $-5M | · | · | |
| Operating Cash Flow | $33M | $-21M | $-14M | $-1M | $2M | $-7M | $-7M | $-2M | $2M | $2M | $840.2K | $351.6K | $-3M | $437.4K | $24M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | $0 | $5.4K | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Dividends Paid | $8M | $8M | $8M | $8M | $8M | $0 | $8M | $2M | $2M | $2M | $4M | $0 | $0 | · | $0 | |
| Financing Cash Flow | $-35M | $21M | $6M | $-2M | $-3M | $-2M | $1M | $-2M | $-2M | $-2M | $-4M | $0 | $0 | $0 | $5.4K |
Rentabilidad 4
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | · | · | · | · | · | · | · | -67.8% | -10.1% | -40.0% | -95.8% | 46.6% | 101.7% | · | · | |
| EBITDA Margin | · | · | · | · | · | · | · | · | · | -5.5% | · | · | -6.1% | · | · | |
| ROA | 1.8% | 2.5% | · | 4.2% | 4.1% | · | · | -1.9% | -0.29% | -1.1% | -5.9% | 2.6% | 5.2% | · | · | |
| ROE | 2.0% | 2.8% | · | 4.6% | 4.5% | · | · | -2.0% | -0.30% | -1.2% | -6.0% | 2.7% | 5.3% | · | · |
Eficiencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | · | · | · | · | · | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 0.1 | · | · |
Valoración (TTM) 12
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $10M | $10M | · | $10M | $10M | $10M | · | $10M | $11M | $10M | $9M | $6M | $4M | · | · | |
| Net Income TTM | $32M | $34M | · | · | · | $-3M | · | $-3M | $-1M | $-106.7K | $1M | $4M | $88M | · | · | |
| Market Cap | $223M | $213M | · | $240M | $236M | $257M | · | $66M | $73M | $60M | $60M | $51M | $57M | · | · | |
| P/E | 6.9 | 6.4 | · | 9.8 | 11.6 | 19.1 | · | 23.1 | 17.4 | 11.3 | 11.3 | 11.8 | 20.9 | · | · | |
| P/S | 21.3 | 20.4 | · | 22.9 | 22.6 | 24.5 | · | 6.3 | 7.0 | 5.8 | 6.8 | 7.9 | 14.8 | · | · | |
| P/B | 0.7 | 0.7 | · | 0.8 | 0.8 | 0.9 | · | 0.8 | 0.9 | 0.7 | 0.7 | 0.6 | 0.6 | · | · | |
| P / Tangible Book | 0.7 | 0.7 | · | 0.8 | 0.8 | 0.9 | · | 0.8 | 0.9 | 0.7 | 0.7 | 0.6 | 0.6 | · | · | |
| P / Cash Flow | · | -10.2 | · | · | · | -35.3 | · | · | · | 28.4 | · | · | -22.1 | · | · | |
| Dividend Yield | · | · | · | · | · | · | · | · | · | · | · | · | 0.00% | · | · | |
| Earnings Yield | 14.4% | 15.7% | · | 10.2% | 8.6% | 5.2% | · | 4.3% | 5.8% | 8.8% | 8.9% | 8.4% | 4.8% | · | · | |
| Payout Ratio | · | 90.9% | · | · | · | · | · | · | · | -150.3% | · | 0.00% | 0.00% | · | · | |
| Annual Payout | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Beneficio neto | $33M | $10M | $7M | — | $85M |
| EPS Diluido | $1.46 | $0.93 | $1.18 | — | $-0.64 |
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Propietarios institucionales (13F) 48 declarantes · $32.8M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 13 (+5 vs trimestre anterior) | 8 (+3 vs trimestre anterior) | 15 (+7 vs trimestre anterior) | 4 (-10 vs trimestre anterior) | -268K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| INTREPID CAPITAL MANAGEMENT INC | $7 387 927 | 756 185 | 22,51% | Acciones |
| Sowell Financial Services LLC | $4 996 249 | 511 387 | 15,22% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1 852 353 | 189 596 | 5,64% | Acciones |
| Corient Private Wealth LP | $1 845 192 | 188 863 | 5,62% | Acciones |
| CDC Financial, Inc. | $1 733 110 | 177 391 | 5,28% | Acciones |
| CONDOR CAPITAL MANAGEMENT | $1 599 089 | 163 673 | 4,87% | Acciones |
| HighTower Advisors, LLC | $1 523 377 | 155 924 | 4,64% | Acciones |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $1 419 933 | 145 336 | 4,33% | Acciones |
| Black Maple Capital Management LP | $1 279 088 | 130 920 | 3,90% | Acciones |
| CITADEL ADVISORS LLC | $861 216 | 88 149 | 2,62% | Acciones |
| Northeast Financial Consultants Inc | $850 688 | 82 192 | 2,59% | Acciones |
| BlackRock, Inc. | $727 670 | 74 480 | 2,22% | Acciones |
| Clayton Partners LLC | $573 167 | 58 666 | 1,75% | Acciones |
| RITHOLTZ WEALTH MANAGEMENT | $530 970 | 54 347 | 1,62% | Acciones |
| Apollon Wealth Management, LLC | $476 864 | 48 809 | 1,45% | Acciones |
| Toroso Investments, LLC | $402 880 | 39 001 | 1,23% | Acciones |
| Venturi Wealth Management, LLC | $392 471 | 40 171 | 1,20% | Acciones |
| FIRETHORN WEALTH PARTNERS, LLC | $377 653 | 38 654 | 1,15% | Acciones |
| Gladstone Institutional Advisory LLC | $377 122 | 38 600 | 1,15% | Acciones |
| Sage Mountain Advisors LLC | $300 887 | 30 797 | 0,92% | Acciones |
| Closed-End Fund Advisors, Inc. | $276 520 | 28 303 | 0,84% | Acciones |
| Wick Capital Partners, LLC | $263 468 | 26 967 | 0,80% | Acciones |
| Twelve Points Wealth Management LLC | $256 296 | 26 233 | 0,78% | Acciones |
| Seneca House Advisors | $247 396 | 25 322 | 0,75% | Acciones |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $240 567 | 24 623 | 0,73% | Acciones |
| Trexquant Investment LP | $236 483 | 24 205 | 0,72% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $232 086 | 23 755 | 0,71% | Acciones |
| Savant Capital, LLC | $182 113 | 18 640 | 0,55% | Acciones |
| Tyche Wealth Partners LLC | $170 975 | 17 500 | 0,52% | Acciones |
| BROWN ADVISORY INC | $159 632 | 16 339 | 0,49% | Acciones |
| Centiva Capital, LP | $153 233 | 15 684 | 0,47% | Acciones |
| Icon Wealth Advisors, LLC | $139 271 | 14 255 | 0,42% | Acciones |
| Mesirow Financial Investment Management, Inc. | $121 470 | 12 433 | 0,37% | Acciones |
| FreeGulliver LLC | $119 595 | 12 241 | 0,36% | Acciones |
| ENTREWEALTH, LLC | $113 948 | 12 148 | 0,35% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $108 672 | 11 123 | 0,33% | Acciones |
| Bernardo Wealth Planning LLC | $100 416 | 10 278 | 0,31% | Acciones |
| Triumph Capital Management | $65 703 | 6 725 | 0,20% | Acciones |
| MORGAN STANLEY | $48 137 | 4 927 | 0,15% | Acciones |
| CITIGROUP INC | $32 954 | 3 373 | 0,10% | Acciones |
| Rockefeller Capital Management L.P. | $29 310 | 3 000 | 0,09% | Acciones |
| BROWN BROTHERS HARRIMAN & CO | $7 328 | 750 | 0,02% | Acciones |
| Spire Wealth Management | $1 954 | 200 | 0,01% | Acciones |
| LVM CAPITAL MANAGEMENT LTD/MI | $1 576 | 161 326 | 0,00% | Acciones |
| Quarry LP | $1 358 | 139 | 0,00% | Acciones |
| Cambridge Investment Research Advisors, Inc. | $292 | 29 875 | 0,00% | Acciones |
| Caitong International Asset Management Co., Ltd | $107 | 11 | 0,00% | Acciones |
| UBS Group AG | $20 | 2 | 0,00% | Acciones |
Informantes de la empresa 6 insiders · 5 directivos · 2 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Peter Sack | Chief Executive Officer | 19 de septiembre de 2025 P | 5 918 | 1 | 0 | $5 054 |
| Gregory M. Gentile | CFO, CCO and Secretary | 2 de septiembre de 2022 P | 7 882 | 0 | 0 | $0 |
| Bernardino Colonna | President | 29 de mayo de 2025 P | 2 430 | 0 | 0 | $0 |
| Umesh Mahajan | Secretary; Co-CIO | 6 de junio de 2025 P | 2 712 | 0 | 0 | $0 |
| Scott Gordon | Co-Chief Investment Officer | 19 de mayo de 2025 J | 2 887 204 | 0 | 0 | $0 |
| Chicago Atlantic Loan Portfolio, LLC | Propietario del 10% | 9 de octubre de 2024 J | 14 338 594 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 1 tenencia
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Chicago Atlantic Loan Portfolio, LLC ×3 presentaciones | 11 de abril de 2025 | 0,00% | Enmienda | — | 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.