BEEM Beam Global - Common Stock

NASDAQ · Electrical Equipment · Visualizza su SEC EDGAR ↗
$1,14
Prezzo · Ago 19, 2026
Fondamentali al Mag 15, 2026

BEEM Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

Prezzo
$1.14
Capitalizzazione di Mercato
$22M
P/E (TTM)
-0.8
EPS (TTM)
$-0.77
Ricavi (TTM)
$28M
Rendimento div.
ROE
-104.4%
D/E Debito/Patrimonio
0.0
Intervallo 52 sett.
$1 – $4

BEEM Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

Performance decennale Andamento di ricavi, utile netto, margini e EPS

Ricavi e Utile Netto $28M
7-point trend, +452.4%
2019-12-31 2025-12-31
EPS $-0.77
4-point trend, -4.1%
2021-12-31 2024-12-31
Flusso di cassa libero $-11M
3-point trend, -147.5%
2020-12-31 2025-12-31
Margini -95.6%
3-point trend, +208.9%
2020-12-31 2025-12-31

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica
Tendenza 5 anni
BEEM
Mediana dei peer
P/E (TTM)
5-point trend, +96.0%
-0.8
0.3
P/S (TTM)
3-point trend, -99.0%
0.8
0.9
P/B
3-point trend, -94.6%
0.9
1.8
EV / EBITDA
2-point trend, +78.3%
-0.9
Price / FCF (Prezzo / FCF)
3-point trend, +98.1%
-2.0

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Metrica
Tendenza 5 anni
BEEM
Mediana dei peer
Gross Margin (Margine lordo)
3-point trend, +208.9%
12.5%
34.4%
Operating Margin (Margine Operativo)
3-point trend, -16.3%
-97.5%
Net Profit Margin (Margine di Profitto Netto)
3-point trend, -13.9%
-95.6%
-31.7%
ROA
3-point trend, -99.8%
-51.8%
-34.1%
ROE
3-point trend, -341.0%
-104.4%
-38.0%
ROIC
3-point trend, -508.9%
-108.9%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
BEEM
Mediana dei peer
Debt / Equity (Debito / Patrimonio Netto)
2-point trend, +80.0%
0.0
6.4
Current Ratio (Rapporto corrente)
3-point trend, -89.3%
1.7
1.3
Quick Ratio
3-point trend, -95.1%
0.8

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metrica
Tendenza 5 anni
BEEM
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, +213.7%
-42.8%
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, +213.7%
8.7%
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, +213.7%
35.4%

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Metrica
Tendenza 5 anni
BEEM
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
4-point trend, -4.1%
$-0.77

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Metrica
Tendenza 5 anni
BEEM
Mediana dei peer

BEEM Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

COMPRA 10 analisti
  • Acquisto forte 2 20,0%
  • Compra 7 70,0%
  • Mantieni 1 10,0%
  • Vendi 0 0,0%
  • Vendita forte 0 0,0%

Target Price a 12 Mesi

3 analisti · 2026-08-19
Target mediano $3.00 +164,3%
Target medio $2.67 +135,0%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

Sorpresa media
-0.02%
Periodo EPS Actual EPS Stimato Sorpresa
31 Marzo 2026 $-0.33 $-0.21 -0.12%
31 Dicembre 2025 $-0.07 $-0.20 0.13%
30 Settembre 2025 $-0.28 $-0.25 -0.03%
30 Giugno 2025 $-0.28 $-0.31 0.03%
31 Marzo 2025 $-0.32 $-0.24 -0.08%
31 Dicembre 2024 $-0.31 $-0.26 -0.06%

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
BEEM $29M -1.0 -42.8% -95.6% -104.4% 12.5%
SPWR
FTCI -1.9 110.5%
ZEO
GWH $42M -0.4 -74.9% -4007.6% -1064.2% -1748.1%
SMXT -6.3 295.8%
EFOI $15M -12.8 -26.8% -28.8% -29.7% 18.9%
DFLI

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

Conto Economico 17
Dati annuali Conto Economico per BEEM
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +2632.2% $28M $49M $67M $22M $9M $6M $5M $6M $1M $3M $3M $1M
Cost of Revenue 12-point trend, +2080.3% $25M $42M $66M $24M $10M $7M $5M $6M $2M $3M $3M $1M
Gross Profit 12-point trend, +3616.9% $4M $7M $1M $-2M $-972.0K $-711.0K $-153.8K $-192.1K $-472.8K $-144.7K $-78.2K $-100.1K
R&D Expense 12-point trend, +947.7% $600.0K $2M $2M $1M $400M $261.6K $412.6K $164.1K $1.8K $3.5K $888 $57.3K
Operating Expenses 6-point trend, +507.9% · $19M $17M $18M $6M $4M $3M · · · · ·
Operating Income 12-point trend, -1002.7% $-28M $-12M $-16M $-20M $-7M $-5M $-3M $-3M $-3M $-3M $-2M $-2M
Interest Expense 9-point trend, -98.8% · · $12.0K $1.0K $1.0K · $716.3K $1M $474.6K $275.8K $384.2K $1M
Interest Income 2-point trend, -72.7% $56.0K $205.0K · · · · · · · · · ·
Other Non-op 12-point trend, +114.4% $93.0K $110.0K $-36.0K $0 $4.0K $-447 $-659.3K $-1M $-340.2K $156.5K $-111.9K $-647.9K
Pretax Income 12-point trend, -771.6% $-27M $-11M $-16M $-20M $-7M $-5M $-4M $-4M $-3M $-3M $-2M $-3M
Income Tax 10-point trend, -25475.0% $-406.0K $-94.0K $12.0K $2.0K $1.0K $4.9K $3.1K $0 · · $1.6K $1.6K
Net Income 12-point trend, -758.2% $-27M $-11M $-16M $-20M $-7M $-5M $-4M $-4M $-3M $-3M $-2M $-3M
EPS (Basic) 6-point trend, -91.7% $-1.61 $-0.77 $-1.30 $-1.99 $-0.74 $-0.84 · · · · · ·
EPS (Diluted) 4-point trend, -4.1% · $-0.77 $-1.30 $-1.99 $-0.74 · · · · · · ·
Shares (Basic) 6-point trend, -99.7% 16,814 14,621 12,345,000 9,909,000 8,882,000 6,170,283 · · · · · ·
Shares (Diluted) 4-point trend, +64.6% · 14,621,000 12,345,000 9,909,000 8,882,000 · · · · · · ·
EBITDA 8-point trend, -861.7% $-24M $-8M · · · $-5M · $-2M $-3M $-3M $-2M $-2M
Stato Patrimoniale 29
Dati annuali Stato Patrimoniale per BEEM
Metrica Tendenza 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, -29.8% $969.0K $5M $10M $2M $22M $27M $4M $244.0K $403.5K $8.6K $32.5K $1M
Receivables 12-point trend, +7879.3% $8M $8M $16M $4M $4M $2M $764.5K $1M $5.9K $1M $831.6K $103.2K
Inventory 12-point trend, +2707.1% $10M $12M $12M $12M $2M $1M $2M $1M $2M $271.8K $422.2K $347.9K
Prepaid Expense 12-point trend, +1435.9% $2M $2M $2M $2M $180.0K $321.4K $147.7K $256.1K $55.7K $94.2K $51.8K $134.8K
Current Assets 12-point trend, +909.6% $21M $27M $41M $20M $28M $30M $7M $3M $3M $2M $1M $2M
PP&E (Net) 12-point trend, +10496.0% $13M $14M $17M $2M $650.0K $235.0K $103.0K $133.2K $226.1K $293.0K $244.0K $123.6K
PP&E (Gross) 12-point trend, +3814.1% $20M $18M $18M $2M $1M $697.2K $512.4K $479.6K $533.3K $509.4K $801.7K $521.8K
Accum. Depreciation 12-point trend, +1741.0% $7M $4M $2M $829.0K $483.0K $462.2K $409.4K $346.4K $307.2K $216.4K $557.8K $398.3K
Goodwill 5-point trend, +0.00 $0 $11M $10M $5M $0 · · · · · · ·
Intangibles 11-point trend, +19362.0% $7M $8M $9M $10M $359.0K $293.8K $205.2K $131.6K $75.3K $73.4K $36.6K ·
Other Non-current Assets 5-point trend, +159.1% · · · · · · · $432.2K $231.9K $228.9K $302.1K $166.8K
Total Assets 12-point trend, +1699.6% $43M $61M $78M $38M $31M $33M $7M $3M $3M $2M $2M $2M
Accounts Payable 12-point trend, +943.4% $6M $9M $10M $3M $2M $727.9K $485.0K $1M $486.7K $873.0K $835.0K $567.8K
Accrued Liabilities 12-point trend, +683.5% $3M $2M $3M $2M $727.0K $391.6K $305.1K $614.2K $451.9K $430.4K $348.5K $368.2K
Short-term Debt 10-point trend, +58.0% $68.0K $63.0K $40.0K $0 · · $0 $788.2K $0 $43.0K $43.0K $43.0K
Current Liabilities 12-point trend, +309.5% $12M $13M $17M $13M $3M $2M $1M $6M $4M $3M $3M $3M
Capital Leases 7-point trend, +815000.00 $815.0K $971.0K $455.0K $1M $2M $2M $0 · · · · ·
Deferred Tax 2-point trend, -6.7% $1M $1M · · · · · · · · · ·
Other Non-current Liabilities 4-point trend, +2939000.00 $3M $3M $4M $0 · · · · · · · ·
Total Liabilities 12-point trend, +504.8% $18M $20M $28M $15M $5M $4M $1M $6M $4M $3M $3M $3M
Long-term Debt · · · · · · · · · $1M · ·
Total Debt 7-point trend, +58.0% $68.0K $63.0K · · · · · $1M $0 $43.0K $43.0K $43.0K
Common Stock 12-point trend, -80.7% $19.0K $15.0K $14.0K $10.0K $9.0K $8.5K $5.2K $2.9K $141.8K $120.1K $105.2K $98.5K
Paid-in Capital 12-point trend, +420.1% $156M $147M $142M $100M $84M $80M $52M $39M $38M $34M $31M $30M
Retained Earnings 12-point trend, -327.9% $-132M $-105M $-93M $-77M $-58M $-51M $-46M $-42M $-38M $-35M $-33M $-31M
AOCI 4-point trend, +26000.00 $26.0K $-1M $624.0K $0 · · · · · · · ·
Stockholders' Equity 12-point trend, +4363.0% $25M $41M $50M $23M $26M $29M $6M $-2M $-349.3K $-1M $-1M $-582.8K
Liabilities + Equity 12-point trend, +1699.6% $43M $61M $78M $38M $31M $33M $7M $3M $3M $2M $2M $2M
Shares Outstanding 12-point trend, -80.6% 19,124,163 14,835,630 14,398,243 10,178,306,000 8,971,711,000 8,482,387 5,208,170 2,906,630 141,835,662 120,105,418 105,207,701 98,482,611
Flusso di cassa 15
Dati annuali Flusso di cassa per BEEM
Metrica Tendenza 202520242023202220212020201920182017201620152014
D&A 11-point trend, +2431.1% $4M $4M $2M $1M $93.0K $41.0K $40.5K $62.8K $69.4K $102.4K $139.0K ·
Stock-based Comp 10-point trend, +548.8% $3M $4M $3M $2M · · $404.8K $349.1K $220.1K $442.9K $15.8K $457.2K
Deferred Tax 3-point trend, -252000.00 $-252.0K $-307.0K $0 · · · · · · · · ·
Amort. of Intangibles 11-point trend, +200000.00 $200.0K $200.0K $1M $1M $18.6K $4.5K $3.2K $2.7K $561 $561 $0 ·
Other Non-cash 5-point trend, +3453.9% $10M $309M · · · · · $3M $-685.3K $289.5K · ·
Operating Cash Flow 12-point trend, -476.8% $-10M $-2M $-13M $-18M $-6M $-4M $-5M $-712.5K $-3M $-2M $-2M $-2M
CapEx 12-point trend, +449.3% $418.0K $828.0K $937.0K $872.0K $498.0K $265.8K $32.8K $23.5K $23.9K $115.9K $226.9K $76.1K
Investing Cash Flow 10-point trend, -214.6% $-482.0K $-4M $-6M $-2M $-582.0K $-358.9K $-109.6K $-32.3K $-26.4K $-153.2K · ·
Stock Issued 9-point trend, -83.5% · $496.0K $2M $0 · · $0 $290.0K $2M $2M $815.0K $3M
Net Stock Activity 6-point trend, -83.5% · $496.0K · · · · · $290.0K $2M $2M $815.0K $3M
Financing Cash Flow 10-point trend, +287.3% $7M $1M $28M $-342.0K $2M $27M $9M $585.3K $4M $2M · ·
Net Change in Cash 4-point trend, +82.2% $-4M $-6M $9M $-20M · · · · · · · ·
Taxes Paid 8-point trend, +10000.00 $10.0K $-94.0K $12.0K $1.0K $1.0K $4.9K $3.1K $0 · · · ·
Free Cash Flow 8-point trend, -475.7% $-11M $-3M · · · $-4M · $-735.9K $-3M $-2M $-3M $-2M
Levered FCF 2-point trend, -5.1% · · · · · · · · · · $-3M $-3M
Redditività 8
Dati annuali Redditività per BEEM
Metrica Tendenza 202520242023202220212020201920182017201620152014
Gross Margin 8-point trend, +228.7% 12.5% 14.8% · · · -11.5% · -3.1% -33.5% -5.2% -3.0% -9.7%
Operating Margin 8-point trend, +59.6% -97.5% -23.6% · · · -83.9% · -41.0% -191.2% -100.3% -65.3% -241.6%
Net Margin 8-point trend, +68.6% -95.6% -22.9% · · · -83.9% · -58.4% -215.4% -94.7% -69.6% -304.5%
Pretax Margin 8-point trend, +68.1% -97.1% -23.1% · · · -83.9% · -58.4% -215.3% -94.6% -69.6% -304.3%
EBITDA Margin 8-point trend, +64.8% -85.0% -16.2% · · · -83.9% · -40.0% -186.3% -96.6% -65.3% -241.6%
ROA 8-point trend, +74.4% -51.8% -17.5% · · · -25.9% · -106.9% -114.8% -132.9% -86.0% -202.9%
ROE 8-point trend, -151.2% -104.4% -25.7% · · · -23.7% · 164.8% 350.7% 188.5% 184.8% 203.7%
ROIC 5-point trend, -123.5% -108.9% -28.0% · · · -17.9% · · · · 126.5% 462.8%
Liquidità e Solvibilità 4
Dati annuali Liquidità e Solvibilità per BEEM
Metrica Tendenza 202520242023202220212020201920182017201620152014
Current Ratio 8-point trend, +146.6% 1.7 2.0 · · · 16.3 · 0.5 0.8 0.4 0.4 0.7
Quick Ratio 8-point trend, +51.5% 0.8 0.9 · · · 15.5 · 0.3 0.1 0.3 0.3 0.5
Debt / Equity 7-point trend, +103.7% 0.0 0.0 · · · · · -0.4 0.0 -0.0 -0.0 -0.1
Interest Coverage 5-point trend, +3.5% · · · · · · · -2.3 -5.7 -10.1 -4.5 -2.4
Efficienza 3
Dati annuali Efficienza per BEEM
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover 8-point trend, -18.7% 0.5 0.8 · · · 0.3 · 1.8 0.5 1.4 1.2 0.7
Inventory Turnover 8-point trend, -63.7% 2.2 3.5 · · · 4.7 · 3.7 1.5 8.4 7.1 6.2
Receivables Turnover 8-point trend, -52.5% 3.5 4.1 · · · 4.9 · 9.5 2.4 2.8 5.7 7.3
Per Azione 5
Dati annuali Per Azione per BEEM
Metrica Tendenza 202520242023202220212020201920182017201620152014
Book Value / Share 8-point trend, +22118.6% $1.30 $2.78 · · · $3.44 · $-0.02 $-0.00 $-0.01 $-0.01 $-0.01
Revenue / Share · $3.37 · · · · · · · · · ·
Cash Flow / Share · $-0.15 · · · · · · · · · ·
Cash / Share 8-point trend, +262.1% $0.05 $0.31 · · · $3.15 · $0.00 $0.00 $0.00 $0.00 $0.01
EPS (TTM) 5-point trend, -104.1% $-1.51 $-0.77 $-1.30 $-1.99 $-0.74 · · · · · · ·
Tassi di Crescita 3
Dati annuali Tassi di Crescita per BEEM
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -195.2% -42.8% -26.8% 206.2% 144.3% 45.0% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -92.8% 8.7% 76.3% 121.4% · · · · · · · · ·
Revenue CAGR 5Y 35.4% · · · · · · · · · · ·
Valutazione (TTM) 14
Dati annuali Valutazione (TTM) per BEEM
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +2632.2% $28M $49M $67M $22M $9M $6M $5M $6M $1M $3M $3M $1M
Net Income TTM 12-point trend, -758.2% $-27M $-11M $-16M $-20M $-7M $-5M $-4M $-4M $-3M $-3M $-2M $-3M
Market Cap 8-point trend, -95.8% $29M $47M · · · $626M · $1.42B $1.06B $865M $684M $689M
Enterprise Value 7-point trend, -96.0% $28M $43M · · · · · $1.42B $1.06B $865M $684M $688M
P/E 5-point trend, +96.0% -1.0 -4.1 -5.5 -8.8 -25.1 · · · · · · ·
P/S 8-point trend, -99.8% 1.0 1.0 · · · 100.8 · 229.9 753.4 310.9 258.8 667.1
P/B 8-point trend, +100.1% 1.2 1.1 · · · 21.5 · -571.2 -3045.8 -624.3 -485.5 -1182.9
P / Tangible Book 6-point trend, -92.5% 1.6 2.1 3377.8 20532.9 6.5 21.7 · · · · · ·
P / Cash Flow 8-point trend, +99.3% -2.7 -21.4 · · · -151.2 · -1988.9 -309.5 -480.8 -276.9 -379.4
P / FCF 8-point trend, +99.3% -2.6 -15.6 · · · -142.1 · -1925.4 -307.3 -451.7 -253.6 -364.1
EV / EBITDA 7-point trend, +99.6% -1.2 -5.3 · · · · · -574.8 -404.2 -322.0 -396.2 -275.6
EV / FCF 7-point trend, +99.3% -2.5 -14.1 · · · · · -1926.6 -307.2 -451.7 -253.6 -363.4
EV / Revenue 7-point trend, -99.9% 1.0 0.9 · · · · · 230.1 753.1 310.9 258.8 665.8
Earnings Yield 5-point trend, -2429.4% -100.7% -24.3% -18.3% -11.4% -4.0% · · · · · · ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

Conto Economico
2025-12-312024-12-312024-09-302024-06-302024-03-31
Ricavi $28M$49M
Margine Lordo % 12.5%14.8%
Margine Operativo % -97.5%-23.6%
Utile netto $-27M$-11M
EPS Diluito $-0.77
Stato Patrimoniale
2025-12-312024-12-312024-09-302024-06-302024-03-31
Debito / Patrimonio Netto 0.00.0
Rapporto corrente 1.72.0
Quick Ratio 0.80.9
Flusso di cassa
2025-12-312024-12-312024-09-302024-06-302024-03-31
Flusso di cassa libero $-11M$-3M

Ultime notizie Notizie recenti che menzionano questa società

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Proprietari istituzionali (13F) 58 filer · $4.4M totale · Aggiornato al 30 Giugno 2026

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
16 (+1 vs trimestre precedente) 5 (-3 vs trimestre precedente) 11 (+5 vs trimestre precedente) 9 (+2 vs trimestre precedente) -923K

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
INTEGRITY WEALTH ADVISORS, INC. $1.230.960 837.388 28,29% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $857.163 659.356 19,70% Azioni
INTEGRITY WEALTH ADVISORS, INC. $404.250 275.000 9,29% Opzione Call
GEODE CAPITAL MANAGEMENT, LLC $198.824 152.903 4,57% Azioni
VANGUARD FIDUCIARY TRUST CO $177.096 136.228 4,07% Azioni
JANE STREET GROUP, LLC $157.447 121.113 3,62% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $154.830 119.100 3,56% Opzione Call
VANGUARD GROUP INC $138.021 92.014 3,17% Azioni
CITADEL ADVISORS LLC $83.156 63.966 1,91% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $78.226 60.174 1,80% Azioni
CITADEL ADVISORS LLC $76.180 58.600 1,75% Opzione Call
STATE STREET CORP $75.696 58.228 1,74% Azioni
RENAISSANCE TECHNOLOGIES LLC $72.410 55.700 1,66% Azioni
WOLVERINE TRADING, LLC $67.500 26.367 1,55% Azioni
Virtue Capital Management, LLC $65.000 50.000 1,49% Azioni
XTX Topco Ltd $60.367 46.436 1,39% Azioni
Green Alpha Advisors, LLC $52.657 40.505 1,21% Azioni
NORTHERN TRUST CORP $51.880 39.908 1,19% Azioni
WOLVERINE TRADING, LLC $39.680 15.500 0,91% Opzione Put
Lido Advisors, LLC $38.149 29.345 0,88% Azioni
SIMPLEX TRADING, LLC $32.982 25.371 0,76% Azioni
CITADEL ADVISORS LLC $32.370 24.900 0,74% Opzione Put
JANE STREET GROUP, LLC $29.770 22.900 0,68% Opzione Call
OSAIC HOLDINGS, INC. $28.762 22.125 0,66% Azioni
Engineers Gate Manager LP $24.202 18.617 0,56% Azioni
R Squared Ltd $22.270 17.131 0,51% Azioni
SHUFRO ROSE & CO LLC $19.500 15.000 0,45% Azioni
GROUP ONE TRADING LLC $17.748 13.652 0,41% Azioni
PFG Investments, LLC $16.072 12.363 0,37% Azioni
UBS Group AG $13.000 10.000 0,30% Azioni
Smartleaf Asset Management LLC $6.150 5.000 0,14% Azioni
BlackRock, Inc. $5.834 4.488 0,13% Azioni
JNBA Financial Advisors $5.200 4.000 0,12% Azioni
Tower Research Capital LLC (TRC) $3.978 3.060 0,09% Azioni
JONES FINANCIAL COMPANIES LLLP $3.436 2.816 0,08% Azioni
NFSG Corp $2.600 2.000 0,06% Azioni
Commonwealth Retirement Investments LLC $2.434 1.872 0,06% Azioni
MERCER GLOBAL ADVISORS INC /ADV $1.589 1.222 0,04% Azioni
Center for Financial Planning, Inc. $1.300 1.000 0,03% Azioni
BOKF, NA $650 500 0,01% Azioni
HARBOUR INVESTMENTS, INC. $590 454 0,01% Azioni
IFG Advisory, LLC $520 400 0,01% Azioni
ARMSTRONG ADVISORY GROUP, INC $182 140 0,00% Azioni
FMR LLC $142 109 0,00% Azioni
Rockefeller Capital Management L.P. $130 100 0,00% Azioni
Institute for Wealth Management, LLC. $104 80 0,00% Azioni
SBI Securities Co., Ltd. $46 35 0,00% Azioni
MORGAN STANLEY $40 31 0,00% Azioni
WELLS FARGO & COMPANY/MN $33 25 0,00% Azioni
PRICE T ROWE ASSOCIATES INC /MD/ $23 16.988 0,00% Azioni
NewEdge Advisors, LLC $21 16 0,00% Azioni
HRT FINANCIAL LP $18 13.984 0,00% Azioni
BNP PARIBAS FINANCIAL MARKETS $14 11 0,00% Azioni
Virtu Financial LLC $13 10.219 0,00% Azioni
Caitong International Asset Management Co., Ltd $12 9 0,00% Azioni
Integrated Wealth Concepts LLC $7 5 0,00% Azioni
JPMORGAN CHASE & CO $4 3 0,00% Azioni
ROYAL BANK OF CANADA $0 56 0,00% Azioni

Insider aziendali 12 insider · 2 dirigenti · 8 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Desmond C Wheatley Chief Executive Officer 02 Ottobre 2023 S 100.929 0 0 $0
Katherine H Mcdermott Chief Financial Officer 23 Luglio 2019 A 0 0 $0
Anthony L Posawatz Direttore 13 Giugno 2023 A 69.920 0 0 $0
Peter Warner Davidson Direttore 13 Giugno 2023 A 53.109 0 0 $0
Nancy C Floyd Direttore 13 Giugno 2023 A 20.667 0 0 $0
Robert C Schweitzer Direttore 20 Ottobre 2020 A 44.600 0 0 $0
Jay S Potter Direttore 20 Novembre 2015 I 989.963 0 0 $0
Robert L Noble Direttore 07 Febbraio 2014 A 0 0 $0
John M Evey Direttore 07 Febbraio 2014 A 0 0 $0
Townsend Battery Partners, LLC Proprietario del 10% 14 Novembre 2022 S 1.005.000 0 0 $0
Keshif Ventures, LLC Proprietario del 10% 30 Novembre 2017 P 33.413.836 0 0 $0
George Syllantavos 12 Settembre 2025 S 40.506 0 3 $-50.024

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Attivisti e proprietari del 5%+ 2 partecipazioni

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante Depositato Partecipazione Stato Scopo Deposito
Townsend AC, LLC, TBP Investments, LLC, Townsend Energy Solutions, LLC, TES Co-Investor, LLC, EPS Holding, LLC, Townsend Ventures, LLC, Townsend Battery Partners, LLC, TES Holding, LLC, 2013 Dennis Townsend Enterprises Trust, 2013 David Townsend Enterprises Trust, Trust f/b/o David B. Townsend U/A dated December 19, 1996, Dennis W. Townsend, David B. Townsend ×7 depositi 28 Ottobre 2024 Deposito iniziale SEC
Persona segnalante non divulgata 12 Novembre 2010 Deposito iniziale Investimento passivo 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.

Proprietà ETF Posseduti da 3 ETF

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
VXF · VANGUARD INDEX FUNDS 15 Luglio 2026 Giornaliero
VTI · VANGUARD INDEX FUNDS 15 Luglio 2026 Giornaliero
IWC · iShares Trust 18 Agosto 2026 Giornaliero