EQS Equus Total Return, Inc. Common Stock
NYSE · Financial Services · Lihat di SEC EDGAR ↗ tutup Okt 2, 2026 10-K/10-Q Agu 14, 2026
$0,88
· % dari rentang 52 mgg
· di atas terendah
· ke tinggi
$0,77rendah 52m
$2,29tinggi 52m
Kapitalisasi Pasar (MRQ)
$12M
P/E
-0.9
EPS
$-1.03
lencana Anda
Rentang 52M
$1–$2
Peringkat Analis
·
Target Harga
·
P/E
-0.9
ROE
-55.9%
Margin Laba Bersih
·
Strip lencana Anda kosong — sematkan metrik di mana saja di halaman ini.
EQS Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu
Harga
$0.88
Kapitalisasi Pasar (MRQ)
$12M
P/E
-0.9
EPS
$-1.03
ROE
-55.9%
Rentang 52M
$1–$2
EQS Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda
rentang
batang
Granularitas batang menyesuaikan dengan periode yang dipilih — arahkan kursor ke bagan untuk melihat buka/tinggi/rendah/tutup untuk sebuah batang.
Pemecahan saham
| Tanggal ex-dividen | Pemecahan | Tipe |
|---|---|---|
| 29 Nov. 2001 | 11-for-10 | Maju |
Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS
EPS$-1.032020-12-31 → 2025-12-31
Valuasi & Rasio
Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?
| Metrik | Tren 5 Tahun | EQS | rata-rata 5T | Median Rekan | Kesimpulan |
|---|---|---|---|---|---|
| P/E | -0.9rata-rata 5T ≈-1.2 | ≈-1.2 | · | · | |
| P/B (MRQ) | 0.7rata-rata 5T ≈0.6 | ≈0.6 | · | · | |
| Price / Cash Flow (Harga / Arus Kas) | -5.8rata-rata 5T ≈-2.9 | ≈-2.9 | · | · | |
| Price / Tangible Book (Harga / Nilai Buku Berwujud) | 0.7rata-rata 5T ≈0.7 | ≈0.7 | · | · |
Median rekan dihitung berdasarkan basis standar per metrik dan mungkin tidak selalu cocok dengan basis TTM/MRQ yang ditampilkan untuk saham ini.
Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC
| Metrik | Tren 5 Tahun | EQS | rata-rata 5T | Median Rekan | Kesimpulan |
|---|---|---|---|---|---|
| ROA | -55.2%rata-rata 5T ≈-17.3% | ≈-17.3% | · | · | |
| ROE | -55.9%rata-rata 5T ≈-20.2% | ≈-20.2% | · | · |
Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca
Belum ada data untuk grup rasio ini
Data fundamental belum cukup untuk menghitung grup rasio ini.
Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T
Belum ada data untuk grup rasio ini
Data fundamental belum cukup untuk menghitung grup rasio ini.
Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang
Belum ada data untuk grup rasio ini
Data fundamental belum cukup untuk menghitung grup rasio ini.
nilai · ≈ rata-rata 5T · median industri · penilaian relatif terhadap median
Dividen Yield, rasio pembayaran, riwayat dividen, CAGR 5 tahun
Pembayaran Tahunan≈$0.43
| Tanggal ex-dividen | Jumlah | Mata Uang | Imbal Hasil |
|---|---|---|---|
| Mar 5, 2009 | $0,11 | USD | ≈17.9% |
| Nov 13, 2008 | $0,16 | USD | ≈11.7% |
| Agu 21, 2008 | $0,16 | USD | ≈8.4% |
| Mei 22, 2008 | $0,16 | USD | ≈7.8% |
| Feb 27, 2008 | $0,16 | USD | ≈7.7% |
| Nov 15, 2007 | $0,13 | USD | ≈8.1% |
| Agu 17, 2007 | $0,13 | USD | ≈7.0% |
| Mei 17, 2007 | $0,13 | USD | ≈4.2% |
| Feb 22, 2007 | $0,13 | USD | ≈2.9% |
| Nov 3, 2006 | $0,13 | USD | ≈32.8% |
| Feb 9, 2006 | $2,50 | USD | ≈31.1% |
| Des 6, 2004 | $0,57 | USD | ≈7.3% |
| Nov 25, 2003 | $0,72 | USD | ≈8.9% |
| Nov 16, 2000 | $0,55 | USD | ≈6.3% |
| Nov 10, 1999 | $3,86 | USD | ≈40.4% |
| Nov 12, 1998 | $0,59 | USD | ≈3.6% |
| Nov 26, 1997 | $0,45 | USD | ≈2.2% |
| Des 12, 1996 | $0,62 | USD | ≈4.4% |
| Nov 13, 1996 | $0,00 | USD | ≈0.03% |
| Nov 13, 1995 | $1,82 | USD | ≈16.1% |
Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas
Laporan Laba Rugi
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| SG&A Expense | $191.0K | $189.0K | $133.0K | $130.0K | $140.0K | $168.0K | |
| Operating Expenses | $5M | $5M | $4M | $4M | $3M | $5M | |
| Interest Expense | $683.0K | $138.0K | $25.0K | $4.0K | $3.0K | $27.0K | |
| Interest Income | · | · | $225.0K | $0 | $0 | $291.0K | |
| Income Tax | $24.0K | $36.0K | $13.0K | $15.0K | $25.0K | $22.0K | |
| Net Income | $-14M | $-19M | $13M | $-1M | $3M | $-12M | |
| EPS (Basic) | $-1.03 | $-1.38 | $0.96 | $0.08 | · | · | |
| EPS (Diluted) | $-1.03 | $-1.38 | $0.96 | $-0.08 | $0.19 | $-0.91 | |
| Shares (Basic) | 13,706,000 | 13,586,000 | 13,526,000 | 13,518,000 | · | · | |
| Shares (Diluted) | 13,706,000 | 13,586,000 | 13,526,000 | 13,518,000 | 13,518,000 | 13,518,000 |
Neraca
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $133.0K | $262.0K | $7M | $19M | $23M | $24M | |
| Short-term Investments | · | · | · | $6M | $2M | · | |
| Other Current Assets | · | $26.0K | $393.0K | $382.0K | $376.0K | · | |
| Total Assets | $21M | $30M | $94M | $42M | $40M | · | |
| Accounts Payable | $414.0K | $332.0K | $172.0K | $107.0K | $46.0K | · | |
| Short-term Debt | · | $0 | · | · | · | · | |
| Total Liabilities | $5M | $426.0K | $45M | $6M | $3M | · | |
| Common Stock | · | $0 | $14.0K | $13.0K | $0 | · | |
| Paid-in Capital | $76M | $75M | $75M | $75M | $75M | · | |
| Retained Earnings | $59M | $45M | $-27M | $-39M | $-38M | · | |
| Treasury Stock | · | $0 | $45M | $6M | · | · | |
| Stockholders' Equity | $17M | $30M | $48M | $35M | $36M | $34M | |
| Shares Outstanding | 13,966,696 | 13,586,173 | 13,586,173 | 13,518,146 | 13,518,000 | · |
Arus Kas
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Stock-based Comp | $270.0K | $0 | $0 | $0 | $0 | $80.0K | |
| Deferred Tax | $0 | $0 | · | · | · | · | |
| Operating Cash Flow | $-2M | $38M | $-51M | $-8M | $21M | $25M | |
| Stock Issued | · | $0 | $101.0K | $0 | $0 | · | |
| Net Stock Activity | · | $0 | $101.0K | · | · | · | |
| Financing Cash Flow | $2M | $-45M | $39M | $3M | $-22M | $-5M | |
| Taxes Paid | · | $36.0K | $13.0K | $53.0K | $25.0K | $12.0K |
Profitabilitas
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| ROA | -55.2% | -30.4% | 19.1% | -2.8% | · | · | |
| ROE | -55.9% | -49.1% | 27.1% | -3.1% | · | · |
Per Saham
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Book Value / Share | $1.19 | $2.68 | $3.55 | $2.61 | · | · | |
| Cash Flow / Share | $-0.16 | · | $-3.80 | $-0.57 | · | · | |
| Cash / Share | $0.01 | $0.02 | $0.48 | $1.42 | · | · | |
| EPS (TTM) | $-1.03 | $-1.38 | $0.96 | $-0.08 | $0.19 | $-0.91 |
Valuasi (TTM)
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Net Income TTM | $-14M | $-19M | $13M | $-1M | $3M | $-12M | |
| Market Cap | $20M | $15M | $20M | $19M | · | · | |
| P/E | -1.4 | -0.8 | 1.5 | -17.9 | 12.5 | -2.4 | |
| P/B | 1.2 | 0.4 | 0.4 | 0.5 | · | · | |
| P / Tangible Book | 1.2 | 0.5 | 0.4 | 0.5 | · | · | |
| P / Cash Flow | -9.2 | 0.4 | -0.4 | -2.5 | · | · | |
| Earnings Yield | -73.0% | -125.4% | 66.2% | -5.6% | 8.0% | -42.1% |
Laporan Laba Rugi
| Metrik | Tren | Q4 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SG&A Expense | · | $42.0K | $59.0K | $48.0K | $40.0K | $63.0K | $33.0K | $31.0K | $35.0K | $35.0K | $38.0K | $31.0K | $31.0K | $30.0K | $51.0K | |
| Operating Expenses | · | $2M | $967.0K | $1M | $1M | $1M | $1M | $1M | $876.0K | $1M | $994.0K | $925.0K | $780.0K | $930.0K | $920.0K | |
| Interest Expense | · | $412.0K | $51.0K | $29.0K | $63.0K | $34.0K | $32.0K | $12.0K | $1.0K | $1.0K | $0 | $2.0K | $0 | $2.0K | $0 | |
| Interest Income | · | · | · | · | · | · | · | · | $4.0K | $6.0K | · | · | $0 | $0 | · | |
| Other Non-op | · | · | $0 | · | · | $0 | · | · | · | · | · | · | · | · | · | |
| Income Tax | · | $6.0K | $10.0K | $3.0K | $5.0K | $11.0K | $14.0K | $3.0K | $7.0K | $0 | $11.0K | $4.0K | $0 | $0 | $5.0K | |
| Net Income | · | $-8M | $-86.0K | $4M | $-10M | $4M | $-2M | $7M | $6M | $-1M | $-993.0K | $-925.0K | $-280.0K | $1M | $122.0K | |
| EPS (Basic) | · | $-0.59 | $-0.01 | $0.30 | $-0.70 | $0.29 | $-0.17 | · | $0.44 | · | · | · | · | · | · | |
| EPS (Diluted) | · | $-0.59 | $-0.01 | $0.25 | $-0.70 | $0.29 | $-0.17 | $0.52 | $0.44 | $-0.08 | $-0.07 | $-0.07 | $-0.02 | $0.08 | $0.01 | |
| Shares (Basic) | · | 13,681,000 | 13,586,000 | 13,586,000 | 13,586,000 | 13,586,000 | 13,586,000 | · | 13,518,000 | · | · | · | · | · | · | |
| Shares (Diluted) | · | 13,681,000 | 13,586,000 | 15,549,000 | 13,586,000 | 13,586,000 | 13,586,000 | 13,518,000 | 13,518,000 | 13,518,000 | · | 13,518 | 13,518,000 | 13,518,000 | · |
Neraca
| Metrik | Tren | Q4 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | $329.0K | $69.0K | $667.0K | $1M | $2M | $3M | $14M | $16M | $18M | $19M | $20M | $22M | $22M | $23M | |
| Short-term Investments | · | · | · | · | · | · | · | $18M | $13M | $10M | $6M | $4M | $4M | $3M | $2M | |
| Other Current Assets | · | $38.0K | $32.0K | $28.0K | $23.0K | $18.0K | $192.0K | $466.0K | $35.0K | · | $382.0K | $626.0K | $77.0K | · | $376.0K | |
| Total Assets | · | $31M | $37M | $36M | $96M | $104M | $99M | $66M | $53M | $44M | $42M | $41M | $42M | $41M | $40M | |
| Accounts Payable | · | $258.0K | $557.0K | $271.0K | $250.0K | $106.0K | $166.0K | $113.0K | $53.0K | $358.0K | $107.0K | $76.0K | $65.0K | $198.0K | $46.0K | |
| Short-term Debt | · | · | $2M | · | · | · | · | · | · | · | · | · | · | · | · | |
| Total Liabilities | · | $5M | $3M | $2M | $55M | $54M | $53M | $18M | $13M | $10M | $6M | $4M | $4M | $4M | $3M | |
| Total Debt | · | · | $2M | · | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | · | $0 | · | · | $14.0K | · | · | · | · | $13.0K | $13.0K | · | $0 | $0 | $0 | |
| Paid-in Capital | · | $76M | $76M | $76M | $75M | $75M | $75M | $75M | $75M | $75M | $75M | $75M | $75M | $75M | $75M | |
| Retained Earnings | · | $-50M | $-41M | $-41M | $-35M | $-25M | $-29M | $-28M | $-35M | $-41M | $-39M | $-38M | $-38M | $-37M | $-38M | |
| Treasury Stock | · | · | · | · | $55M | $54M | · | · | · | · | $6M | · | · | · | · | |
| Stockholders' Equity | · | $27M | $34M | $34M | $40M | $50M | $46M | $47M | $40M | $34M | $35M | $36M | $37M | $37M | $36M | |
| Shares Outstanding | · | 13,966,696 | 13,586,173 | 13,586,173 | 13,586,173 | 13,586,173 | 13,586,173 | 13,518,146 | 13,518,146 | 13,518,000 | 13,518,146 | 13,518,000 | 13,518,000 | 13,518,000 | 13,518,000 |
Arus Kas
| Metrik | Tren | Q4 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | · | $-512.0K | $433.0K | · | $429.0K | $477.0K | · | $692.0K | $393.0K | · | $-1M | $455.0K | · | · | · | |
| Operating Cash Flow | · | $260.0K | $-598.0K | $-2M | $-2M | $-2M | $-11M | $-8M | $-4M | $-5M | $-3M | $-1M | $-2M | $-2M | $-2M | |
| Financing Cash Flow | · | $0 | $0 | $2M | $1M | $974.0K | $8M | $5M | $3M | $4M | $2M | $-1.0K | $1M | $500.0K | $2M | |
| Taxes Paid | · | $16.0K | $0 | $3.0K | $5.0K | $11.0K | $14.0K | $3.0K | $7.0K | $0 | $4.0K | $11.0K | $0 | $38.0K | $5.0K |
Profitabilitas
| Metrik | Tren | Q4 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | · | · | · | · | -2989.8% | 1222.6% | · | 22115.6% | · | · | · | · | · | · | · | |
| ROA | · | -12.8% | -0.12% | 5.8% | -12.0% | 5.0% | -3.3% | 13.3% | 12.6% | -2.6% | · | -4.6% | -1.4% | 5.2% | · | |
| ROE | · | -24.3% | -0.20% | 9.8% | -22.1% | 8.7% | -6.0% | 17.0% | 15.4% | -3.2% | · | -5.1% | -1.5% | 5.7% | · |
Likuiditas & Solvabilitas
| Metrik | Tren | Q4 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | 0.0 | · | · | · | · | · | · | · | · | · | · | · | · |
Efisiensi
| Metrik | Tren | Q4 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | · | · | 0.0 | 0.0 | · | 0.0 | · | · | · | · | · | · | · |
Per Saham
| Metrik | Tren | Q4 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | $1.90 | $2.51 | $2.52 | $2.96 | $3.66 | $3.38 | $3.49 | $2.96 | $2.52 | · | $2.68 | $2.75 | $2.77 | · | |
| Revenue / Share | · | · | · | · | $0.02 | · | · | $0.00 | · | · | · | · | · | · | · | |
| Cash Flow / Share | · | · | · | $-0.10 | · | · | $-0.84 | · | · | $-0.41 | · | · | · | $-0.12 | · | |
| Cash / Share | · | $0.02 | $0.01 | $0.05 | $0.08 | $0.14 | $0.22 | $1.01 | $1.21 | $1.31 | · | $1.49 | $1.59 | $1.65 | · | |
| EPS (TTM) | $-1.05 | $-1.15 | $-1.26 | $-0.96 | $-0.50 | $0.72 | $0.87 | $0.81 | $0.22 | $-0.24 | · | $0.00 | $0.18 | $0.25 | · |
Valuasi (TTM)
| Metrik | Tren | Q4 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $-14M | $-15M | $-16M | $-12M | $-7M | $10M | $12M | $11M | $3M | $-3M | · | $-13.0K | $2M | $3M | · | |
| Market Cap | · | $31M | $18M | $14M | $18M | $18M | $20M | $20M | $21M | $21M | · | $22M | $35M | $35M | · | |
| Enterprise Value | · | · | $20M | · | · | · | · | · | · | · | · | · | · | · | · | |
| P/E | -1.2 | -2.0 | -1.1 | -1.1 | -2.7 | 1.8 | 1.7 | 1.8 | 6.9 | -6.5 | · | · | 14.5 | 10.3 | · | |
| P/B | · | 1.2 | 0.5 | 0.4 | 0.5 | 0.4 | 0.4 | 0.4 | 0.5 | 0.6 | · | 0.6 | 0.9 | 0.9 | · | |
| P / Tangible Book | · | 1.2 | 0.5 | 0.4 | 0.5 | 0.4 | 0.4 | 0.4 | 0.5 | 0.6 | · | 0.6 | 0.9 | 0.9 | · | |
| P / Cash Flow | · | · | · | -8.6 | · | · | -1.7 | · | · | -3.8 | · | · | · | -20.9 | · | |
| Earnings Yield | -84.7% | -51.1% | -92.7% | -95.0% | -36.8% | 54.5% | 59.6% | 54.7% | 14.5% | -15.4% | · | 0.00% | 6.9% | 9.7% | · |
Periode terbaru di sebelah kiri · nilai null ditampilkan sebagai ·
Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir
| Metrik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Laba Bersih | $-14M | $-19M | $13M | $-1M | $3M |
| EPS Dilusian | $-1.03 | $-1.38 | $0.96 | $-0.08 | $0.19 |
Tidak ada data untuk laporan ini
Data fundamental belum cukup untuk membuat laporan ini.
Tidak ada data untuk laporan ini
Data fundamental belum cukup untuk membuat laporan ini.
Pemilik institusional (13F) 7 pengaju · $152K total · Per tanggal 30 Juni 2026
Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.
Pemegang
7
Nilai yang dipegang
$152K
Posisi baru
1
Posisi yang keluar
2
Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
| Posisi baru | Posisi yang keluar | Meningkat | Menurun | Perubahan bersih saham |
|---|---|---|---|---|
| 1 (+1 vs Kuartal sebelumnya) | 2 (0 vs Kuartal sebelumnya) | 1 (0 vs Kuartal sebelumnya) | 1 (+1 vs Kuartal sebelumnya) | -3K |
Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.
| Institusi | Nilai | Saham | % dari 13F yang dilacak | Tipe |
|---|---|---|---|---|
| MORGAN STANLEY | $44.226 | 35.666 | 29,08% | Saham |
| SHUFRO ROSE & CO LLC | $38.796 | 31.287 | 25,51% | Saham |
| CITADEL ADVISORS LLC | $25.209 | 20.330 | 16,58% | Saham |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $24.800 | 20.000 | 16,31% | Saham |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $11.032 | 8.897 | 7,26% | Saham |
| OSAIC HOLDINGS, INC. | $7.994 | 6.447 | 5,26% | Saham |
| WELLS FARGO & COMPANY/MN | $1 | 1 | 0,00% | Saham |
Aktivis & pemilik 5%+ 71 saham
Investor yang mengajukan Jadwal 13D SEC — kepemilikan manfaat di atas 5% dengan niat untuk memengaruhi penerbit (kepemilikan aktivis, kampanye dewan, M&A). Setiap baris menunjukkan status terbaru yang diketahui dari posisi pengaju tersebut.
| Pengaju | Diajukan | Kepemilikan | Status | Tujuan | Pengajuan |
|---|---|---|---|---|---|
| Howard Todd Horberg | 23 Juni 2026 | 5,61% | Pengajuan awal | Investasi pasif | SEC |
| DAVID E. LAZAR | 11 Juli 2022 | · | Pengajuan awal | · | SEC |
| Bertrand des Pallieres ×2 pengajuan | 18 Okt. 2021 | · | Pengajuan awal | · | SEC |
| Michael Tokarz | 4 Okt. 2021 | · | Pengajuan awal | Investasi pasif | SEC |
| CUSTODIAN VENTURES LLC, DAVID ELLIOT LAZAR | 20 Juli 2021 | · | Pengajuan awal | Investasi pasif | SEC |
| Benton Capital Inc., John A. Hardy | 20 Juli 2020 | · | Pengajuan awal | Investasi pasif | SEC |
| MVC Capital, Inc., The Tokarz Group Advisers, LLC, Michael T. Tokarz ×6 pengajuan | 20 Juli 2020 | · | Pengajuan awal | · | SEC |
| 5 Juni 2017 | · | Pengajuan awal | · | SEC | |
| 25 April 2017 | · | Pengajuan awal | · | SEC | |
| 6 Jan. 2017 | · | Pengajuan awal | · | SEC | |
| Bulldog Investors, LLC, Phillip Goldstein, Andrew Dakos, Steven Samuels | 23 Juli 2015 | · | Pengajuan awal | · | SEC |
| Mobiquity Investments Limited, Versatile Systems Inc. ×6 pengajuan | 17 Juni 2014 | · | Pengajuan awal | · | SEC |
| Encore Holdings Ltd., Christian Kruppa | 16 Juni 2014 | · | Pengajuan awal | · | SEC |
| Bulldog Investors, Brooklyn Capital Management, Phillip Goldstein, Andrew Dakos, And Steven Samuels | 10 Juni 2013 | · | Pengajuan awal | · | SEC |
| Kekovia Enterprises Company Limited, Gabriel Lahyani ×2 pengajuan | 3 Okt. 2012 | · | Pengajuan awal | · | SEC |
| Bulldog Investors, Brooklyn Capital Management, Phillip Goldstein and Andrew Dakos ×2 pengajuan | 26 Okt. 2011 | · | Pengajuan awal | · | SEC |
| Khan Investments Ltd., Christian Kruppa | 11 Mei 2011 | · | Pengajuan awal | · | SEC |
| Sam P. Douglass, Douglass Trust IV — FBO S. Preston Douglass, Jr., Douglass Trust IV — FBO Brooke Douglass, Tiel Trust FBO Sam P. Douglass, Paula T. Douglass, Tiel Trust FBO Paula T. Douglass ×4 pengajuan | 12 Jan. 2011 | · | Pengajuan awal | · | SEC |
| 22 Juni 2010 | · | Pengajuan awal | Kampanye dewan | SEC | |
| 29 Maret 2010 | · | Pengajuan awal | Kampanye dewan | SEC | |
| 1 Maret 2010 | · | Pengajuan awal | Investasi pasif | SEC | |
| MCC Europe Limited, Moore, Clayton & Co., Inc., Anthony R. Moore, Sharon Clayton, Kenneth I. Denos ×7 pengajuan | 14 Agu 2009 | · | Pengajuan awal | Investasi pasif | SEC |
| Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan | 8 Maret 2006 | · | Pengajuan awal | Investasi pasif | SEC |
| 10 Jan. 2006 | · | Pengajuan awal | Investasi pasif | SEC | |
| 8 Juli 2005 | · | Pengajuan awal | Investasi pasif | SEC | |
| 18 April 2005 | · | Pengajuan awal | Investasi pasif | SEC | |
| 7 April 2005 | · | Pengajuan awal | Investasi pasif | SEC | |
| 9 Maret 2005 | · | Pengajuan awal | Investasi pasif | SEC | |
| 17 Feb. 2005 | · | Pengajuan awal | Investasi pasif | SEC | |
| 9 Feb. 2005 | · | Pengajuan awal | Investasi pasif | SEC | |
| 7 Jan. 2005 | · | Pengajuan awal | Investasi pasif | SEC | |
| 7 Jan. 2005 | · | Pengajuan awal | Investasi pasif | SEC | |
| 6 Des. 2004 | · | Pengajuan awal | Investasi pasif | SEC | |
| 9 Nov. 2004 | · | Pengajuan awal | Investasi pasif | SEC | |
| 9 Nov. 2004 | · | Pengajuan awal | Investasi pasif | SEC | |
| 8 Okt. 2004 | · | Pengajuan awal | Investasi pasif | SEC | |
| 9 Sep. 2004 | · | Pengajuan awal | Investasi pasif | SEC | |
| 9 Agu 2004 | · | Pengajuan awal | Investasi pasif | SEC | |
| 12 Juli 2004 | · | Pengajuan awal | Investasi pasif | SEC | |
| 10 Juni 2004 | · | Pengajuan awal | Investasi pasif | SEC | |
| 9 April 2004 | · | Pengajuan awal | Investasi pasif | SEC | |
| 9 Maret 2004 | · | Pengajuan awal | Investasi pasif | SEC | |
| 10 Feb. 2004 | · | Pengajuan awal | Investasi pasif | SEC | |
| 9 Jan. 2004 | · | Pengajuan awal | Investasi pasif | SEC | |
| 10 Des. 2003 | · | Pengajuan awal | Investasi pasif | SEC | |
| 10 Nov. 2003 | · | Pengajuan awal | Investasi pasif | SEC | |
| 9 Okt. 2003 | · | Pengajuan awal | Investasi pasif | SEC | |
| 9 Sep. 2003 | · | Pengajuan awal | Investasi pasif | SEC | |
| 8 Agu 2003 | · | Pengajuan awal | Investasi pasif | SEC | |
| 11 Juli 2003 | · | Pengajuan awal | Investasi pasif | SEC | |
| 9 Juni 2003 | · | Pengajuan awal | Investasi pasif | SEC | |
| 9 Mei 2003 | · | Pengajuan awal | Investasi pasif | SEC | |
| 9 April 2003 | · | Pengajuan awal | Investasi pasif | SEC | |
| 7 Maret 2003 | · | Pengajuan awal | Investasi pasif | SEC | |
| 7 Feb. 2003 | · | Pengajuan awal | Investasi pasif | SEC | |
| 9 Jan. 2003 | · | Pengajuan awal | Investasi pasif | SEC | |
| 10 Des. 2002 | · | Pengajuan awal | Investasi pasif | SEC | |
| 10 Des. 2002 | · | Pengajuan awal | Investasi pasif | SEC | |
| 8 Nov. 2002 | · | Pengajuan awal | Investasi pasif | SEC | |
| 11 Okt. 2002 | · | Pengajuan awal | Investasi pasif | SEC | |
| 11 Sep. 2002 | · | Pengajuan awal | Investasi pasif | SEC | |
| 9 Agu 2002 | · | Pengajuan awal | Investasi pasif | SEC | |
| 10 Juli 2002 | · | Pengajuan awal | Investasi pasif | SEC | |
| 7 Juni 2002 | · | Pengajuan awal | Investasi pasif | SEC | |
| 7 Mei 2002 | · | Pengajuan awal | Investasi pasif | SEC | |
| 8 April 2002 | · | Pengajuan awal | Investasi pasif | SEC | |
| 11 Maret 2002 | · | Pengajuan awal | Investasi pasif | SEC | |
| 7 Feb. 2002 | · | Pengajuan awal | Investasi pasif | SEC | |
| 8 Jan. 2002 | · | Pengajuan awal | Investasi pasif | SEC | |
| 7 Des. 2001 | · | Pengajuan awal | Investasi pasif | SEC | |
| 7 Nov. 2001 | · | Pengajuan awal | Investasi pasif | 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.
Orang dalam perusahaan 31 orang dalam · 9 pejabat · 14 direktur
| Orang Dalam | Peran | Aktivitas terakhir | Saham dimiliki | Beli 12m | Jual 12m | Bersih 12m |
|---|---|---|---|---|---|---|
| John A. Hardy | CEO | 16 Sep. 2025 A | 3.861.706 | 0 | 0 | $0 |
| DOUGLASS SAM P | CEO | 8 April 2008 P | 52.234 | 0 | 0 | $0 |
| Harry O Nicodemus IV | Vice President, CFO | 30 Juni 2005 M | 0 | 0 | 0 | $0 |
| Nolan Lehmann | President | 30 Juni 2005 M | 197.951 | 0 | 0 | $0 |
| Kenneth I Denos | Secretary | 16 Sep. 2025 A | 332.595 | 0 | 0 | $0 |
| Alessandro Benedetti | Executive Chairman | 2 Sep. 2011 P | 1.362.962 | 0 | 0 | $0 |
| Paula Terry Douglass | Vice President | 8 April 2008 P | 50.268 | 0 | 0 | $0 |
| James Philip Walters | Vice President, Controller | 30 Juni 2005 M | 0 | 0 | 0 | $0 |
| Gary L Forbes | Vice President | 30 Juni 2005 X | 14.158 | 0 | 0 | $0 |
| KNAUSS ROBERT L | Direktur | 14 Juli 2023 P | 93.670 | 0 | 0 | $0 |
| Mobiquity Investments Ltd | Direktur | 12 Juni 2014 D | 10.000 | 0 | 0 | $0 |
| Gregory J Flanagan | Direktur | 7 Juni 2010 S | 4.514 | 0 | 0 | $0 |
| Francis D Tuggle DR | Direktur | 18 Mei 2006 P | 6.000 | 0 | 0 | $0 |
| Charles M Boyd | Direktur | 22 Maret 2006 J | 1.067 | 0 | 0 | $0 |
| James M Walsh | Direktur | 16 Nov. 2005 P | 3.000 | 0 | 0 | $0 |
| Edward E Williams DR | Direktur | 30 Juni 2005 J | 47.781 | 0 | 0 | $0 |
| John W Storms | Direktur | 30 Juni 2005 J | 9.237 | 0 | 0 | $0 |
| Gary R Petersen | Direktur | 30 Juni 2005 J | 2.318 | 0 | 0 | $0 |
| Tokarz Group Advisers LLC | Pemilik 10% | 16 Juli 2020 S | 0 | 0 | 0 | $0 |
| Michael T Tokarz | Pemilik 10% | 16 Juli 2020 S | 0 | 0 | 0 | $0 |
| MVC CAPITAL, INC. | Pemilik 10% | 16 Juli 2020 S | 0 | 0 | 0 | $0 |
| Pallieres Bertrand Des | · | 29 Sep. 2021 S | 345.433 | 0 | 0 | $0 |
| Fraser Atkinson | · | 29 April 2021 P | 45.591 | 0 | 0 | $0 |
| Richard F Bergner | · | 21 Maret 2017 P | 19.500 | 0 | 0 | $0 |
| Henry W Hankinson | · | 17 Maret 2017 P | 19.500 | 0 | 0 | $0 |
| Moore, Clayton & Co., Inc. | · | 5 Okt. 2009 S | 151.569 | 0 | 0 | $0 |
| Sharon Clayton | · | 3 Agu 2009 S | 357.458 | 0 | 0 | $0 |
| Anthony R Moore | · | 3 Agu 2009 S | 357.458 | 0 | 0 | $0 |
| Alan D Feinsilver | · | 23 Mei 2007 S | 3.200 | 0 | 0 | $0 |
| MCC Europe LTD | · | 23 Feb. 2006 P | 1.463.013 | 0 | 0 | $0 |
| Brad Orvieto | · | 30 Juni 2005 J | 2.479 | 0 | 0 | $0 |
Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka
Kepemilikan ETF Dimiliki oleh 6 ETF
Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.
| Dana | Bobot | Unit | Per tanggal | Sumber |
|---|---|---|---|---|
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 19.919 SH | 19 Agu 2026 | Harian |
| VXUS · VANGUARD STAR FUNDS | 0,00% | 72.131 SH | 19 Agu 2026 | Harian |
| VGK · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 12.432 SH | 19 Agu 2026 | Harian |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 2.364 SH | 19 Agu 2026 | Harian |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0,00% | 45.136 SH | 19 Agu 2026 | Harian |
| VSGX · VANGUARD WORLD FUND | 0,00% | 1.259 SH | 19 Agu 2026 | Harian |
Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor
Dasar FY, harga per penutupan akhir tahun fiskal terakhir setiap perusahaan.
Metrik Saya Daftar pantauan pribadi Anda — baris yang dipilih dari Fundamental Lengkap
Pilih metrik yang penting bagi Anda — klik + di sebelah baris mana pun di Fundamental Lengkap di atas.
Pilihan Anda disimpan dan mengikuti Anda di semua ticker.
Sumber: SEC 10-Q diajukan Agu 14, 2026