PSBD Palmer Square Capital BDC Inc. Common Stock
$10,25
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 5, 2026
Rango 52S
$9–$14
18% of range
Calificación del Analista
HOLD
11 analysts
Precio Objetivo
$11
+8% upside
P/E (TTM)
6.2
ROE
-0.65%
Margen de Beneficio Neto
—
PSBD Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$10.25
Capitalización Bursátil
$320M
P/E (TTM)
6.2
BPA (TTM)
$1.66
Ingresos (TTM)
—
Rendimiento div.
—
ROE
-0.65%
Deuda/Capital
0.7
Rango 52S
$9 – $14
PSBD 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
$1.66
2021-12-31
→
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
PSBD
Mediana de Pares
P/E (TTM)
6.2
11.7
P/B (P/C)
0.7
0.9
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
PSBD
Mediana de Pares
ROA
-0.24%
0.96%
ROE
-0.65%
2.6%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
PSBD
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
0.7
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
PSBD
Mediana de Pares
EPS YoY (EPS interanual)
-14.0%
—
Net Income YoY (Beneficio Neto interanual)
-55.8%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
PSBD
Mediana de Pares
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
—
Ratio de Pago
—
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 26 de junio de 2026 | $0,3900 |
| 27 de marzo de 2026 | $0,3700 |
| 29 de diciembre de 2025 | $0,4300 |
| 26 de septiembre de 2025 | $0,4200 |
| 27 de junio de 2025 | $0,4200 |
| 28 de marzo de 2025 | $0,3900 |
| 27 de diciembre de 2024 | $0,4800 |
| 27 de septiembre de 2024 | $0,4700 |
| 28 de junio de 2024 | $0,4700 |
| 27 de marzo de 2024 | $0,4900 |
PSBD Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
MANTENER
11 analistas
- Compra fuerte 0 0,0%
- Compra 0 0,0%
- Mantener 8 72,7%
- Venta 1 9,1%
- Venta fuerte 2 18,2%
Precio objetivo a 12 meses
6 analistas · 2026-08-18
Mediana
$11.00
Ahora
$10.25
Mín
$9.50
Máx
$12.00
Objetivo mediano
$11.00
+7,3%
Objetivo medio
$11.08
+8,1%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-0.62%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.27 | $0.62 | -0.35% |
| 31 de marzo de 2026 | $-1.19 | $0.51 | -1.7% |
| 31 de diciembre de 2025 | $-0.16 | $0.42 | -0.58% |
| 30 de septiembre de 2025 | $0.10 | $0.44 | -0.34% |
| 30 de junio de 2025 | $0.22 | $0.38 | -0.16% |
| 31 de marzo de 2025 | $-0.26 | $0.33 | -0.59% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| PSBD | $381M | 7.3 | — | — | -0.65% | — |
| CCAP | $519M | 7.8 | — | — | 4.8% | — |
| CION | $497M | — | — | — | -2.8% | — |
| TCPC | $463M | -5.2 | — | — | -13.3% | — |
| HRZN | — | -107.5 | — | — | — | — |
| SAR | — | — | — | — | — | — |
| RWAY | — | — | — | — | — | — |
| SCM | $367M | 13.3 | — | — | 7.3% | — |
| PNNT | — | — | — | — | — | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| SG&A Expense | · | · | · | $2M | $2M | |
| Operating Expenses | $71M | $81M | $55M | $34M | $18M | |
| Operating Income | · | · | · | $-33M | $-17M | |
| Interest Expense | · | · | $44M | $23M | $9M | |
| Net Income | $-3M | $48M | $108M | $-74M | $19M | |
| EPS (Basic) | $1.66 | $1.93 | $2.26 | $1.78 | $1.47 | |
| EPS (Diluted) | $1.66 | $1.93 | $2.26 | $1.78 | $1.47 | |
| Shares (Basic) | 32,133,879 | 32,353,615 | 25,700,603 | 23,130,666 | 15,494,614 | |
| Shares (Diluted) | 32,133,879 | 32,353,615 | 25,700,603 | 23,130,666 | 15,494,614 | |
| EBITDA | · | · | · | $-33M | · |
Balance general 11
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Cash & Equivalents | $3M | $3M | $2M | $2M | $1M | |
| Total Assets | $1.22B | $1.43B | $1.12B | $1.06B | $1.22B | |
| Short-term Debt | $302M | $303M | $0 | · | · | |
| Total Liabilities | $755M | $893M | $660M | $694M | $764M | |
| Total Debt | $302M | $303M | · | · | · | |
| Common Stock | $31.3K | $32.6K | $27.1K | $24.3K | $22.6K | |
| Paid-in Capital | · | · | · | $474M | $445M | |
| Retained Earnings | $-130M | $-73M | $-59M | $-111M | $8M | |
| Stockholders' Equity | $464M | $538M | $462M | $363M | $453M | |
| Liabilities + Equity | $1.22B | $1.43B | $1.12B | $1.06B | $1.22B | |
| Shares Outstanding | 31,260,963 | 32,600,193 | 27,102,794 | 24,286,628 | 22,750,331 |
Flujo de Efectivo 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Operating Cash Flow | $161M | $-201M | $20M | $25M | $-438M | |
| Stock Issued | $0 | $90M | $18M | $5M | $189M | |
| Stock Repurchased | $18M | $1M | $0 | $0 | · | |
| Net Stock Activity | $-18M | $88M | $18M | $5M | · | |
| Financing Cash Flow | $-160M | $201M | $-19M | $-25M | $438M | |
| Net Change in Cash | · | · | · | $557.3K | $410.9K |
Rentabilidad 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| ROA | -0.24% | 3.8% | 9.9% | -6.6% | · | |
| ROE | -0.65% | 8.8% | 23.7% | -20.2% | · |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Debt / Equity | 0.7 | 0.6 | · | · | · |
Tasas de Crecimiento 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| EPS YoY | -14.0% | -14.6% | 27.0% | 21.1% | · | |
| EPS CAGR 3Y | -2.3% | 9.5% | · | · | · | |
| Net Income YoY | · | -55.8% | · | · | · | |
| Net Income CAGR 3Y | · | 35.7% | · | · | · |
Valoración (TTM) 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Net Income TTM | $-3M | $48M | $108M | $-74M | $19M | |
| Market Cap | $381M | $496M | · | · | · | |
| Enterprise Value | $680M | $795M | · | · | · | |
| P/E | 7.3 | 7.9 | · | · | · | |
| P/B | 0.8 | 0.9 | · | · | · | |
| P / Tangible Book | 0.8 | 0.9 | · | · | · | |
| P / Cash Flow | 2.4 | -2.5 | · | · | · | |
| Earnings Yield | 13.6% | 12.7% | · | · | · |
Estado de resultados 11
| 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 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SG&A Expense | · | · | · | · | · | · | · | · | · | · | · | $350.6K | $367.0K | · | $437.7K | |
| Operating Expenses | $15M | $15M | $17M | $18M | $18M | $18M | $20M | $22M | $21M | $19M | $14M | $13M | $13M | $10M | $7M | |
| Operating Income | · | · | · | · | · | · | · | · | · | · | · | $-13M | $-13M | $-10M | $-7M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $13M | $12M | · | $10M | $7M | · | |
| Interest Income | · | · | $30M | $32M | $32M | $31M | $35M | $37M | $37M | $35M | $29M | $27M | $26M | $20M | $16M | |
| Net Income | $8M | $-37M | $-5M | $3M | $7M | $-8M | $12M | $8M | $5M | $23M | $34M | $24M | $28M | $-7M | $-65M | |
| EPS (Basic) | · | · | $0.40 | $0.43 | $0.43 | $0.40 | $0.45 | $0.48 | $0.48 | $0.52 | $0.57 | $0.56 | $0.55 | $-0.29 | $-2.85 | |
| EPS (Diluted) | · | · | $0.40 | $0.43 | $0.43 | $0.40 | $0.45 | $0.48 | $0.48 | $0.52 | $0.57 | $0.56 | $0.55 | $-0.29 | $-2.85 | |
| Shares (Basic) | 31,001,278 | 31,187,746 | -64,903,075 | 32,084,902 | 32,349,999 | 32,602,053 | -64,424,114 | 32,613,897 | 32,569,280 | 31,594,552 | 26,016,761 | 25,453,970 | 24,591,581 | 23,214,683 | 22,932,390 | |
| Shares (Diluted) | 31,001,278 | 31,187,746 | -64,903,075 | 32,084,902 | 32,349,999 | 32,602,053 | -64,424,114 | 32,613,897 | 32,569,280 | 31,594,552 | 26,016,761 | 25,453,970 | 24,591,581 | 23,214,683 | 22,932,390 | |
| EBITDA | · | · | · | · | · | · | · | · | · | · | · | $-13M | $-13M | $-10M | · |
Balance general 11
| 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 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2M | $1M | $3M | $4M | $16M | $3M | $3M | $2M | $15M | $8M | $3M | $7M | $6M | $4M | · | |
| Total Assets | $1.13B | $1.17B | $1.20B | $1.28B | $1.31B | $1.36B | $1.43B | $1.41B | $1.46B | $1.41B | $1.12B | $1.08B | $1.06B | $1.02B | · | |
| Short-term Debt | $302M | $302M | $302M | $302M | $302M | $302M | $303M | $306M | $301M | · | · | · | · | · | · | |
| Total Liabilities | $726M | $752M | $755M | $791M | $810M | $847M | $893M | $872M | $910M | $854M | $678M | $655M | $658M | $646M | · | |
| Total Debt | $302M | $302M | · | $302M | $302M | $302M | · | $306M | $301M | · | · | · | · | · | · | |
| Common Stock | $30.7K | $31.1K | $31.3K | $31.9K | $32.2K | $32.5K | $32.6K | $32.6K | $32.6K | $32.6K | $26.7K | $25.8K | $25.0K | $23.4K | · | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | · | $513M | $498M | $485M | $460M | · | |
| Retained Earnings | $-182M | $-178M | $-130M | $-111M | $-101M | $-94M | $-73M | $-70M | $-62M | $-52M | $-66M | · | · | $-86M | · | |
| Stockholders' Equity | $406M | $414M | $464M | $490M | $505M | $516M | $538M | $542M | $549M | $559M | $447M | $427M | $403M | $374M | · | |
| Liabilities + Equity | $1.13B | $1.17B | $1.22B | $1.28B | $1.31B | $1.36B | $1.43B | $1.41B | $1.46B | $1.41B | $1.12B | $1.08B | $1.06B | $1.02B | · | |
| Shares Outstanding | 30,743,081 | 31,120,814 | 31,260,963 | 31,875,902 | 32,218,966 | 32,534,040 | 32,600,193 | 32,623,502 | 32,567,405 | 32,552,794 | 26,665,813 | 25,772,963 | 24,975,302 | 23,373,787 | · |
Flujo de Efectivo 6
| 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 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $21M | $29M | $56M | $18M | $41M | $46M | $34M | $4M | $-513.5K | $-238M | $-2M | $-10M | $28M | $41M | $-6M | |
| Stock Issued | · | · | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $90M | $350.0K | $6M | $11M | $0 | $1 | |
| Stock Repurchased | $4M | $2M | $8M | $5M | $4M | $1M | $765.0K | $150.5K | $346.3K | $0 | · | · | · | · | · | |
| Net Stock Activity | · | $-2M | · | · | · | $-1M | · | · | · | $90M | · | · | $11M | · | · | |
| Financing Cash Flow | $-20M | $-31M | $-57M | $-30M | $-27M | $-46M | $-33M | $-17M | $7M | $244M | $-1M | $10M | $-23M | $-37M | $1M | |
| Net Change in Cash | · | · | · | · | · | · | · | · | · | · | · | $494.4K | $5M | $4M | $-5M |
Rentabilidad 2
| 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 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | 0.69% | -2.9% | · | 0.25% | 0.52% | -0.60% | · | 0.60% | 0.42% | 1.8% | 3.2% | 4.4% | 5.3% | · | · | |
| ROE | 1.8% | -8.0% | · | 0.65% | 1.4% | -1.6% | · | 1.5% | 1.1% | 4.8% | 8.2% | 11.2% | 14.0% | · | · |
Liquidez y Solvencia 2
| 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 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.7 | 0.7 | · | 0.6 | 0.6 | 0.6 | · | 0.6 | 0.5 | · | · | · | · | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | · | · | · | -1.4 | · |
Valoración (TTM) 8
| 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 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $-18M | $-35M | · | $10M | $12M | $27M | · | $70M | $86M | $109M | $79M | $-20M | $-47M | · | · | |
| Market Cap | $320M | $304M | · | $391M | $450M | $433M | · | $532M | $526M | $530M | · | · | · | · | · | |
| Enterprise Value | $620M | $604M | · | $689M | $735M | $733M | · | $836M | $812M | · | · | · | · | · | · | |
| P/E | 6.0 | 5.6 | · | 7.1 | 7.8 | 7.1 | · | 8.0 | 7.6 | 7.4 | · | · | · | · | · | |
| P/B | 0.8 | 0.7 | · | 0.8 | 0.9 | 0.8 | · | 1.0 | 1.0 | 0.9 | · | · | · | · | · | |
| P / Tangible Book | 0.8 | 0.7 | · | 0.8 | 0.9 | 0.8 | · | 1.0 | 1.0 | 0.9 | · | · | · | · | · | |
| P / Cash Flow | · | 10.5 | · | · | · | 9.3 | · | · | · | -2.2 | · | · | · | · | · | |
| Earnings Yield | 16.7% | 17.8% | · | 14.2% | 12.8% | 14.1% | · | 12.6% | 13.2% | 13.5% | · | · | · | · | · |
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 | 2021-12-31 | |
|---|---|---|---|---|---|
| Beneficio neto | $-3M | $48M | $108M | $-74M | $19M |
| EPS Diluido | $1.66 | $1.93 | $2.26 | $1.78 | $1.47 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.7 | 0.6 | — | — | — |
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
📊
Elige las métricas que te importan — haz clic en el ➕ junto a cualquier fila en Fundamentales Completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Propietarios institucionales (13F) 43 declarantes · $166.7M 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 |
|---|---|---|---|---|
| 7 (-2 vs trimestre anterior) | 10 (+2 vs trimestre anterior) | 15 (+3 vs trimestre anterior) | 8 (-4 vs trimestre anterior) | -906K |
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 |
|---|---|---|---|---|
| OV Management LLC | $38 867 277 | 3 730 065 | 23,31% | Acciones |
| 1248 Management, LLC | $34 448 238 | 3 186 701 | 20,66% | Acciones |
| Mariner, LLC | $32 927 231 | 3 160 003 | 19,75% | Acciones |
| First Trust Capital Management L.P. | $13 424 472 | 1 288 337 | 8,05% | Acciones |
| Pandi, LLC | $9 501 519 | 911 854 | 5,70% | Acciones |
| BANK OF AMERICA CORP /DE/ | $6 977 554 | 669 631 | 4,19% | Acciones |
| Arlington Partners LLC | $5 317 784 | 510 344 | 3,19% | Acciones |
| Bienville Capital Management, LLC | $4 621 786 | 425 379 | 2,77% | Acciones |
| Sunesis Advisors, LLC | $2 920 829 | 298 959 | 1,75% | Acciones |
| TWO SIGMA ADVISERS, LP | $2 359 984 | 193 600 | 1,42% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $1 943 507 | 186 517 | 1,17% | Acciones |
| Opal Wealth Advisors, LLC | $1 659 281 | 159 240 | 1,00% | Acciones |
| DEBUSSY CAPITAL MANAGEMENT LP | $1 639 172 | 167 776 | 0,98% | Acciones |
| NewGen Asset Management Ltd | $1 610 296 | 154 539 | 0,97% | Acciones |
| Squarepoint Ops LLC | $1 361 936 | 130 704 | 0,82% | Acciones |
| Palliser Capital (UK) Ltd | $917 252 | 88 028 | 0,55% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $782 542 | 75 100 | 0,47% | Acciones |
| BlackRock, Inc. | $608 340 | 58 382 | 0,36% | Acciones |
| Trexquant Investment LP | $600 546 | 57 634 | 0,36% | Acciones |
| XTX Topco Ltd | $589 897 | 56 612 | 0,35% | Acciones |
| CITADEL ADVISORS LLC | $541 444 | 51 962 | 0,32% | Acciones |
| NOTTINGHAM ADVISORS, INC. | $472 252 | 48 686 | 0,28% | Acciones |
| Clear Harbor Asset Management, LLC | $449 269 | 43 116 | 0,27% | Acciones |
| Waterfront Wealth Inc. | $447 075 | 43 154 | 0,27% | Acciones |
| Creative Planning | $211 395 | 20 287 | 0,13% | Acciones |
| MORGAN STANLEY | $204 638 | 19 639 | 0,12% | Acciones |
| SMH CAPITAL ADVISORS INC | $202 638 | 19 447 | 0,12% | Acciones |
| Catalyst Capital Advisors LLC | $202 638 | 19 447 | 0,12% | Acciones |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $199 616 | 19 157 | 0,12% | Acciones |
| JANE STREET GROUP, LLC | $151 184 | 14 509 | 0,09% | Acciones |
| ROYAL BANK OF CANADA | $133 000 | 12 744 | 0,08% | Acciones |
| Waverly Advisors, LLC | $132 213 | 12 688 | 0,08% | Acciones |
| Dorsey & Whitney Trust CO LLC | $108 910 | 10 452 | 0,07% | Acciones |
| HARBOUR INVESTMENTS, INC. | $72 940 | 7 000 | 0,04% | Acciones |
| Arlington Trust Co LLC | $54 163 | 5 198 | 0,03% | Acciones |
| UBS Group AG | $33 167 | 3 183 | 0,02% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $12 014 | 1 153 | 0,01% | Acciones |
| Global Retirement Partners, LLC | $10 781 | 1 035 | 0,01% | Acciones |
| Advisor OS, LLC | $5 606 | 538 | 0,00% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $364 | 34 | 0,00% | Acciones |
| HRT FINANCIAL LP | $297 | 28 565 | 0,00% | Acciones |
| Caitong International Asset Management Co., Ltd | $167 | 16 | 0,00% | Acciones |
| WELLS FARGO & COMPANY/MN | $10 | 1 | 0,00% | Acciones |
Informantes de la empresa 6 insiders · 4 directivos · 2 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Christopher Dale Long | CEO & President | 17 de enero de 2024 P | 98 005 | 0 | 0 | $0 |
| Jeffrey Doerr Fox | Chief Financial Officer | 17 de marzo de 2020 P | 7 839 | 0 | 0 | $0 |
| Matthew L Bloomfield | President | 21 de marzo de 2025 P | 59 678 | 0 | 0 | $0 |
| Angie Knighton Long | Chief Investment Officer | 17 de enero de 2024 P | 98 005 | 0 | 0 | $0 |
| Martin C Bicknell | Propietario del 10% | 7 de julio de 2026 P | 373 472 | 7 | 0 | $2 000 357 |
| Scott Andrew Betz | — | 17 de marzo de 2020 P | 3 920 | 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 |
|---|---|---|---|---|---|
| Excelsior Holdings D2 LLC ×2 presentaciones | 27 de junio de 2025 | 11,52% | 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.