NAII Natural Alternatives International, Inc. - Common Stock

NASDAQ · Consumer products · Visualizza su SEC EDGAR ↗
$2,11
Prezzo · Ago 18, 2026
Fondamentali al Mag 19, 2026

Informazioni su Natural Alternatives International, Inc. - Common Stock Panoramica della società da Wikipedia

Natural Alternatives International, Inc. (NAI) is an American company based in Carlsbad, California which manufactures nutritional supplements such as Juice Plus. NAI was founded in 1980 by Mark A. LeDoux, and had 241 employees in 2007. NAI's manufacturing facilities are located in Vista, California, Switzerland and Japan.

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Natural Alternatives International, Inc. (NAI) is an American company based in Carlsbad, California which manufactures nutritional supplements such as Juice Plus. NAI was founded in 1980 by Mark A. LeDoux, and had 241 employees in 2007. NAI's manufacturing facilities are located in Vista, California, Switzerland and Japan.

Product Lines

NAI manufactures products sold by other companies such as National Safety Associates, Mannatech, NuSkin Enterprises, Jenny Craig, and Dr. Reginald Cherry. NAI previously held a multimillion-dollar contract with the U.S. Olympic Committee, which expired in March 1997.

NAI experienced a dramatic shift in its financial situation when NuSkin Enterprises, one of NAI’s largest customers, did not renew its manufacturing contract and began the process of transferring to another manufacturer. Sales subsequently declined 15.5% from $67.9 million USD in 1998, with a net profit of $5.9 million, to $57.4 million in 1999, with a net loss of $2.9 million.

Juice Plus

One of their main products is Juice Plus, launched in 1993, which was brought up during the O. J. Simpson murder case in 1995, since O. J. Simpson was the product's chief spokesperson.

NAI manufactures Juice Plus products through an exclusive worldwide manufacturing agreement with National Safety Associates. During the fiscal year ended June 30, 2006, National Safety Associates accounted for approximately 38% of NAI's net sales.

== References ==

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

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

Prezzo
$2.11
Capitalizzazione di Mercato
$20M
P/E (TTM)
-1.4
EPS (TTM)
$-2.28
Ricavi (TTM)
$130M
Rendimento div.
ROE
-18.4%
D/E Debito/Patrimonio
0.0
Intervallo 52 sett.
$2 – $5

NAII 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 $130M
8-point trend, -1.9%
2018-06-30 2025-06-30
EPS $-2.28
8-point trend, -412.3%
2018-06-30 2025-06-30
Flusso di cassa libero $2M
8-point trend, +203.1%
2018-06-30 2025-06-30
Margini -10.4%
8-point trend, -64.0%
2018-06-30 2025-06-30

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

Metrica
Tendenza 5 anni
NAII
Mediana dei peer
P/E (TTM)
5-point trend, -114.4%
-1.4
22.4
P/S (TTM)
5-point trend, -74.3%
0.2
2.2
P/B
5-point trend, -78.1%
0.3
0.9
EV / EBITDA
4-point trend, -184.5%
-2.0
Price / FCF (Prezzo / FCF)
5-point trend, +26.7%
8.6

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

Metrica
Tendenza 5 anni
NAII
Mediana dei peer
Gross Margin (Margine lordo)
5-point trend, -58.1%
7.1%
31.5%
Operating Margin (Margine Operativo)
5-point trend, -187.1%
-6.7%
Net Profit Margin (Margine di Profitto Netto)
5-point trend, -273.3%
-10.4%
-8.8%
ROA
5-point trend, -196.4%
-8.6%
-7.7%
ROE
5-point trend, -233.3%
-18.4%
-22.8%
ROIC
5-point trend, -205.1%
-15.9%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
NAII
Mediana dei peer
Debt / Equity (Debito / Patrimonio Netto)
4-point trend, +32.4%
0.0
37.6
Current Ratio (Rapporto corrente)
5-point trend, -43.5%
2.1
1.1
Quick Ratio
5-point trend, -58.7%
0.9

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

Metrica
Tendenza 5 anni
NAII
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, -27.3%
14.1%
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, -27.3%
-8.8%
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, -27.3%
1.8%

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

Metrica
Tendenza 5 anni
NAII
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, -234.9%
$-2.28

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

Metrica
Tendenza 5 anni
NAII
Mediana dei peer

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

Sorpresa media
-0.15%
Prossimo report
Set 21, 2026
Periodo EPS Actual EPS Stimato Sorpresa
30 Giugno 2024 $-0.52
30 Settembre 2023 $-0.41
30 Giugno 2000 $-0.07 $-0.04 -0.03%
31 Marzo 2000 $-0.31 $-0.03 -0.28%

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
NAII $20M -1.4 14.1% -10.4% -18.4% 7.1%
MTEX $16M -1.0 -8.3% -14.1% -4106.1% 74.9%
BNKK $20M -0.2 201.6% -3220.4% -234.8% 58.5%
KVUE $32.94B 22.6 -2.1% 9.7% 13.7% 58.1%

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

Conto Economico 17
Dati annuali Conto Economico per NAII
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +75.6% $130M $114M $154M $171M $179M $119M $138M $132M $122M $114M $80M $74M
Cost of Revenue 12-point trend, +97.0% $121M $107M $136M $140M $148M $100M $115M $106M $96M $89M $65M $61M
Gross Profit 12-point trend, -27.1% $9M $7M $18M $31M $30M $19M $24M $26M $26M $25M $14M $13M
R&D Expense 12-point trend, +80.0% $2M $2M $2M $2M $2M $2M $2M $2M $2M $1M $1M $1M
SG&A Expense 7-point trend, +71.6% · · · · · $17M $18M $17M $17M $13M $10M $10M
Operating Income 12-point trend, -411.8% $-9M $-9M $5M $14M $14M $-2M $6M $10M $10M $12M $4M $3M
Interest Expense 2-point trend, +9.1% · · · · · · · · · · $12.0K $11.0K
Interest Income 12-point trend, +394.1% $168.0K $176.0K $33.0K $0 $1.0K $177.0K $2M $1M $459.0K $131.0K $36.0K $34.0K
Other Non-op 12-point trend, +106.8% $7.0K $-93.0K $-82.0K $-55.0K $-21.0K $-19.0K $5.0K $-14.0K $-19.0K $2M $-3.0K $-103.0K
Pretax Income 12-point trend, -502.5% $-11M $-9M $4M $14M $12M $-2M $8M $11M $10M $14M $4M $3M
Income Tax 12-point trend, +320.6% $3M $-2M $1M $3M $1M $-93.0K $1M $6M $3M $4M $961.0K $674.0K
Net Income 12-point trend, -780.8% $-14M $-7M $3M $11M $11M $-2M $7M $5M $7M $10M $3M $2M
EPS (Basic) 12-point trend, -886.2% $-2.28 $-1.23 $0.43 $1.75 $1.71 $-0.25 $0.96 $0.76 $1.10 $1.46 $0.50 $0.29
EPS (Diluted) 12-point trend, -886.2% $-2.28 $-1.23 $0.43 $1.74 $1.69 $-0.25 $0.92 $0.73 $1.09 $1.44 $0.49 $0.29
Shares (Basic) 12-point trend, -12.8% 5,946,520 5,870,974 5,863,083 6,117,044 6,290,689 6,695,302 6,809,306 6,640,583 6,576,711 6,523,555 6,753,239 6,820,466
Shares (Diluted) 12-point trend, -13.4% 5,946,520 5,870,974 5,877,559 6,155,118 6,379,486 6,695,302 7,097,678 6,886,126 6,655,573 6,640,728 6,806,385 6,864,216
EBITDA 12-point trend, -172.2% $-4M $-4M $9M $18M $18M $2M $9M $12M $12M $14M $7M $6M
Stato Patrimoniale 28
Dati annuali Stato Patrimoniale per NAII
Metrica Tendenza 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, -36.8% $12M $12M $14M $22M $32M $30M $25M $24M $28M $20M $19M $20M
Receivables 12-point trend, +114.3% $15M $17M $7M $17M $18M $17M $16M $15M $8M $13M $10M $7M
Inventory 12-point trend, +93.7% $25M $24M $30M $32M $27M $28M $26M $24M $14M $21M $13M $13M
Prepaid Expense 12-point trend, +493.7% $7M $8M $6M $2M $2M $2M $2M $2M $1M $2M $2M $1M
Current Assets 12-point trend, +44.9% $59M $62M $57M $77M $80M $79M $71M $65M $52M $56M $44M $41M
PP&E (Net) 12-point trend, +477.6% $51M $52M $54M $45M $22M $22M $21M $19M $18M $15M $8M $9M
PP&E (Gross) 12-point trend, +141.2% $107M $108M $105M $93M $67M $62M $58M $54M $50M $47M $44M $44M
Accum. Depreciation 12-point trend, +257.7% $56M $55M $51M $48M $44M $40M $37M $35M $32M $32M $37M $-35M
Other Non-current Assets 12-point trend, -24.4% $719.0K $2M $3M $3M $2M $1M $1M $734.0K $774.0K $899.0K $920.0K $951.0K
Total Assets 12-point trend, +190.7% $152M $162M $134M $146M $120M $120M $93M $85M $73M $74M $54M $52M
Accounts Payable 12-point trend, +139.2% $15M $13M $8M $16M $12M $13M $9M $10M $5M $13M $5M $6M
Accrued Liabilities 12-point trend, +98.4% $3M $3M $2M $3M $2M $2M $3M $2M $2M $2M $2M $2M
Short-term Debt 5-point trend, +305000.00 $305.0K $296.0K $312.0K $302.0K $0 · · · · · · ·
Current Liabilities 12-point trend, +200.0% $29M $23M $16M $24M $22M $28M $14M $14M $10M $19M $9M $10M
Capital Leases 6-point trend, +144.8% $46M $46M $19M $21M $16M $19M · · · · · ·
Deferred Tax 5-point trend, -100.0% · · $0 $1M $0 · $1M $532.0K · · · ·
Other Non-current Liabilities 3-point trend, +2761.9% · · · · · · · $601.0K $99.0K · $21.0K ·
Total Liabilities 12-point trend, +750.4% $84M $80M $45M $57M $40M $49M $17M $17M $11M $20M $10M $10M
Long-term Debt Flat — no change across 4 periods · · · · · · $0 $0 $0 $0 · ·
Total Debt 4-point trend, +1.0% $305.0K $296.0K $312.0K $302.0K · · · · · · · ·
Common Stock 12-point trend, +25.7% $93.0K $93.0K $91.0K $89.0K $88.0K $87.0K $87.0K $85.0K $79.0K $77.0K $75.0K $74.0K
Paid-in Capital 12-point trend, +69.2% $34M $33M $31M $30M $29M $28M $26M $24M $22M $21M $20M $20M
Retained Earnings 12-point trend, +131.4% $59M $73M $80M $78M $67M $56M $57M $51M $46M $39M $29M $26M
Treasury Stock 12-point trend, +763.5% $23M $23M $23M $21M $16M $12M $8M $7M $6M $5M $5M $3M
AOCI 12-point trend, -201.7% $-1M $-22.0K $-83.0K $2M $-561.0K $-1M $292.0K $-578.0K $-905.0K $-680.0K $-766.0K $-469.0K
Stockholders' Equity 12-point trend, +61.2% $68M $83M $89M $89M $80M $71M $76M $68M $61M $54M $44M $42M
Liabilities + Equity 12-point trend, +190.7% $152M $162M $134M $146M $120M $120M $93M $85M $73M $74M $54M $52M
Shares Outstanding 12-point trend, -11.7% 6,178,213 9,480,906 9,314,406 9,191,406 9,004,365 6,752,372 7,225,072 7,558,408 6,937,018 6,868,628 6,743,093 6,997,754
Flusso di cassa 16
Dati annuali Flusso di cassa per NAII
Metrica Tendenza 202520242023202220212020201920182017201620152014
D&A 12-point trend, +57.0% $5M $5M $4M $4M $4M $4M $3M $3M $2M $2M $2M $3M
Stock-based Comp 12-point trend, +315.7% $977.0K $1M $1M $968.0K $1M $2M $2M $1M $1M $724.0K $390.0K $235.0K
Deferred Tax 12-point trend, +1683.4% $4M $-2M $-242.0K $751.0K $-214.0K $-856.0K $212.0K $2M $349.0K $-197.0K $-93.0K $199.0K
Other Non-cash 12-point trend, +74335.7% $10M $2M $-526.0K $-5M $4M $521.0K $-5M $-10M $3M $-3M $-3M $14.0K
Operating Cash Flow 12-point trend, +10.9% $6M $-1M $7M $12M $21M $4M $7M $2M $14M $9M $3M $5M
CapEx 12-point trend, +34.9% $4M $3M $14M $26M $5M $5M $5M $4M $5M $10M $2M $3M
Investing Cash Flow 11-point trend, -46.2% $-4M $-3M $-13M $-26M $-5M $-5M $-4M $-6M $-5M · $-2M $-2M
Debt Issued 3-point trend, +0.00 · · $0 $10M $0 · · · · · · ·
Net Debt Issued 4-point trend, -103.0% $-296.0K $-288.0K $-278.0K $10M · · · · · · · ·
Stock Issued · · · · · · $38.0K · · · · ·
Stock Repurchased 12-point trend, +196.7% $178.0K $221.0K $2M $6M $4M $4M $1M $510.0K $712.0K $648.0K $2M $60.0K
Net Stock Activity 12-point trend, -196.7% $-178.0K $-221.0K $-2M $-6M $-4M $-4M $-1M $-510.0K $-712.0K $-648.0K $-2M $-60.0K
Financing Cash Flow 11-point trend, -3190.0% $-2M $3M $-2M $4M $-14M $6M $-1M $-510.0K $-712.0K · $-2M $-60.0K
Net Change in Cash 12-point trend, -87.8% $344.0K $-2M $-8M $-10M $2M $5M $1M $-4M $8M $1M $-961.0K $3M
Free Cash Flow 12-point trend, -13.1% $2M $-5M $-7M $-15M $16M $-850.0K $1M $-2M $9M $-1M $970.0K $3M
Levered FCF 2-point trend, -63.9% · · · · · · · · · · $960.7K $3M
Redditività 8
Dati annuali Redditività per NAII
Metrica Tendenza 202520242023202220212020201920182017201620152014
Gross Margin 12-point trend, -58.5% 7.1% 6.0% 11.8% 17.8% 17.1% 15.9% 17.1% 19.9% 21.5% 22.1% 18.0% 17.2%
Operating Margin 12-point trend, -277.4% -6.7% -7.5% 3.1% 8.0% 7.7% -1.3% 4.3% 7.2% 8.0% 10.7% 5.2% 3.8%
Net Margin 12-point trend, -487.0% -10.4% -6.3% 1.6% 6.3% 6.0% -1.4% 4.7% 3.8% 5.9% 8.4% 4.2% 2.7%
Pretax Margin 12-point trend, -329.1% -8.3% -8.3% 2.3% 8.0% 6.8% -1.5% 5.8% 8.0% 8.3% 11.9% 5.4% 3.6%
EBITDA Margin 12-point trend, -141.1% -3.2% -3.4% 5.8% 10.4% 10.1% 2.1% 6.8% 9.4% 9.9% 12.3% 8.3% 7.7%
ROA 12-point trend, -314.4% -8.6% -4.5% 1.8% 8.1% 9.0% -1.4% 7.3% 6.4% 9.9% 14.9% 6.3% 4.0%
ROE 12-point trend, -481.7% -18.4% -8.7% 2.9% 12.3% 13.8% -2.3% 8.5% 7.7% 12.6% 19.6% 7.8% 4.8%
ROIC 12-point trend, -425.8% -15.9% -7.8% 3.8% 12.1% 15.2% -2.0% 6.4% 6.7% 11.3% 16.1% 7.4% 4.9%
Liquidità e Solvibilità 4
Dati annuali Liquidità e Solvibilità per NAII
Metrica Tendenza 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -51.7% 2.1 2.6 3.6 3.3 3.6 2.8 5.0 4.6 5.0 2.9 4.8 4.3
Quick Ratio 12-point trend, -65.9% 0.9 1.2 1.3 1.7 2.3 1.7 2.9 2.7 3.5 1.7 3.1 2.7
Debt / Equity 4-point trend, +32.4% 0.0 0.0 0.0 0.0 · · · · · · · ·
Interest Coverage 2-point trend, +37.3% · · · · · · · · · · 346.6 252.5
Efficienza 3
Dati annuali Efficienza per NAII
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -44.7% 0.8 0.7 1.1 1.3 1.5 1.0 1.5 1.7 1.7 1.8 1.5 1.5
Inventory Turnover 12-point trend, -8.3% 4.9 4.0 4.4 4.3 5.4 3.7 4.6 5.7 5.6 5.3 5.1 5.4
Receivables Turnover 12-point trend, -25.2% 8.2 9.5 12.6 9.7 10.2 7.2 9.0 11.5 11.3 9.9 9.5 11.0
Per Azione 5
Dati annuali Per Azione per NAII
Metrica Tendenza 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +82.6% $11.08 $13.32 $14.62 $14.44 $12.44 $10.57 $10.53 $9.03 $8.81 $7.82 $6.50 $6.06
Revenue / Share 12-point trend, +102.7% $21.84 $19.38 $26.20 $27.78 $27.98 $17.76 $19.48 $19.23 $18.32 $17.20 $11.68 $10.77
Cash Flow / Share 12-point trend, +28.1% $1.00 $-0.26 $1.19 $1.93 $3.26 $0.55 $0.92 $0.27 $2.12 $1.40 $0.39 $0.78
Cash / Share 12-point trend, -28.5% $1.99 $1.93 $2.24 $3.56 $4.99 $4.51 $3.47 $3.12 $4.01 $2.88 $2.75 $2.79
EPS (TTM) 12-point trend, -886.2% $-2.28 $-1.23 $0.43 $1.74 $1.69 $-0.25 $0.92 $0.73 $1.09 $1.44 $0.49 $0.29
Tassi di Crescita 5
Dati annuali Tassi di Crescita per NAII
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -71.9% 14.1% -26.1% -9.9% -4.2% 50.2% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -197.1% -8.8% -13.9% 9.0% · · · · · · · · ·
Revenue CAGR 5Y 1.8% · · · · · · · · · · ·
EPS YoY 2-point trend, -2643.6% · · -75.3% 3.0% · · · · · · · ·
Net Income YoY 2-point trend, -14603.8% · · -76.5% -0.52% · · · · · · · ·
Valutazione (TTM) 14
Dati annuali Valutazione (TTM) per NAII
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +75.6% $130M $114M $154M $171M $179M $119M $138M $132M $122M $114M $80M $74M
Net Income TTM 12-point trend, -780.8% $-14M $-7M $3M $11M $11M $-2M $7M $5M $7M $10M $3M $2M
Market Cap 12-point trend, -45.2% $20M $37M $44M $64M $108M $46M $84M $77M $69M $76M $38M $37M
Enterprise Value 4-point trend, -80.6% $8M $26M $30M $42M · · · · · · · ·
P/E 12-point trend, -107.9% -1.4 -4.9 16.7 6.0 10.0 -27.4 12.7 13.9 9.1 7.7 11.6 18.2
P/S 12-point trend, -68.8% 0.2 0.3 0.3 0.4 0.6 0.4 0.6 0.6 0.6 0.7 0.5 0.5
P/B 12-point trend, -66.0% 0.3 0.5 0.5 0.7 1.4 0.6 1.1 1.1 1.1 1.4 0.9 0.9
P / Tangible Book 6-point trend, -54.2% 0.3 0.5 0.5 0.7 1.4 0.6 · · · · · ·
P / Cash Flow 12-point trend, -50.6% 3.4 -24.9 6.2 5.4 5.2 12.5 12.8 41.9 4.9 8.2 14.3 6.9
P / FCF 12-point trend, -36.9% 8.7 -8.3 -6.7 -4.4 6.9 -54.3 68.1 -34.1 7.9 -65.6 39.4 13.8
EV / EBITDA 4-point trend, -184.5% -2.0 -6.6 3.4 2.4 · · · · · · · ·
EV / FCF 4-point trend, +222.5% 3.6 -5.7 -4.7 -2.9 · · · · · · · ·
EV / Revenue 4-point trend, -74.4% 0.1 0.2 0.2 0.2 · · · · · · · ·
Earnings Yield 12-point trend, -1366.1% -69.5% -20.4% 6.0% 16.7% 10.0% -3.6% 7.9% 7.2% 10.9% 13.0% 8.6% 5.5%

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

Conto Economico
2025-06-302024-06-302023-12-302023-06-302022-06-30
Ricavi $130M$114M$154M$171M
Margine Lordo % 7.1%6.0%11.8%17.8%
Margine Operativo % -6.7%-7.5%3.1%8.0%
Utile netto $-14M$-7M$3M$11M
EPS Diluito $-2.28$-1.23$0.43$1.74
Stato Patrimoniale
2025-06-302024-06-302023-12-302023-06-302022-06-30
Debito / Patrimonio Netto 0.00.00.00.0
Rapporto corrente 2.12.63.63.3
Quick Ratio 0.91.21.31.7
Flusso di cassa
2025-06-302024-06-302023-12-302023-06-302022-06-30
Flusso di cassa libero $2M$-5M$-7M$-15M

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Proprietari istituzionali (13F) 26 filer · $6.2M 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
6 (+3 vs trimestre precedente) 0 (-4 vs trimestre precedente) 5 (-2 vs trimestre precedente) 7 (+4 vs trimestre precedente) +373K

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
CALDWELL SUTTER CAPITAL, INC. $1.190.746 498.220 19,10% Azioni
DIMENSIONAL FUND ADVISORS LP $792.498 331.589 12,71% Azioni
VANGUARD GROUP INC $754.950 210.880 12,11% Azioni
MORGAN STANLEY $735.236 307.630 11,80% Azioni
Mink Brook Asset Management LLC $701.338 293.447 11,25% Azioni
RENAISSANCE TECHNOLOGIES LLC $663.122 277.457 10,64% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $504.003 210.880 8,09% Azioni
Integrated Wealth Concepts LLC $210.764 88.186 3,38% Azioni
CITADEL ADVISORS LLC $181.033 75.746 2,90% Azioni
BRIDGEWAY CAPITAL MANAGEMENT, LLC $146.973 61.495 2,36% Azioni
GEODE CAPITAL MANAGEMENT, LLC $83.867 35.076 1,35% Azioni
VANGUARD FIDUCIARY TRUST CO $64.757 27.095 1,04% Azioni
Empowered Funds, LLC $59.525 24.906 0,95% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $47.597 19.915 0,76% Azioni
STATE STREET CORP $27.875 11.663 0,45% Azioni
JAMES INVESTMENT RESEARCH, INC. $23.953 10.022 0,38% Azioni
NewEdge Advisors, LLC $23.953 10.022 0,38% Azioni
Vanguard Global Advisers, LLC $6.737 2.819 0,11% Azioni
Tower Research Capital LLC (TRC) $4.847 2.028 0,08% Azioni
MERCER GLOBAL ADVISORS INC /ADV $4.780 2.000 0,08% Azioni
ROYAL BANK OF CANADA $3.000 1.253 0,05% Azioni
CITIGROUP INC $1.551 649 0,02% Azioni
HRT FINANCIAL LP $42 17.596 0,00% Azioni
GILL CAPITAL PARTNERS, LLC $18 7 0,00% Azioni
SBI Securities Co., Ltd. $12 5 0,00% Azioni
HUNTINGTON NATIONAL BANK $2 1 0,00% Azioni

Insider aziendali 18 insider · 5 dirigenti · 5 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Mark A Ledoux CEO/Chairman 07 Marzo 2013 A 201.907 0 0 $0
Kenneth Wolf Chief Financial Officer 07 Marzo 2013 A 41.909 0 0 $0
Randell Weaver President 17 Ottobre 2008 M 87.126 0 0 $0
Timothy E Belanger SR VP Sales & Marketing 21 Marzo 2005 X 24.950 0 0 $0
Mark Zimmerman V.P Operations 09 Febbraio 2005 S 2.782 0 0 $0
Alan G Dunn Direttore 24 Giugno 2013 A 8.328 0 0 $0
Alan J Lane Direttore 24 Giugno 2013 A 9.328 0 0 $0
Lee G Weldon Direttore 24 Giugno 2013 A 73.241 0 0 $0
Joe E Davis Direttore 24 Giugno 2013 A 45.296 0 0 $0
Edward Borg Proprietario del 10% 03 Giugno 2016 S 639.596 0 0 $0
Alvin Mccurdy 30 Giugno 2009 J 0 0 $0
John Dullea 30 Settembre 2008 J 0 0 $0
John Reaves 13 Febbraio 2008 M 9.186 0 0 $0
John A Wise 07 Agosto 2007 X 59.600 0 0 $0
TERRANOVA CARL J 21 Agosto 2006 P 522.900 0 0 $0
Thomas H Hansen 18 Agosto 2006 P 209.300 0 0 $0
Robert A Kay 29 Settembre 2005 J 0 0 $0
Scott J Schmidt 18 Dicembre 2003 W 0 0 0 $0

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

Attivisti e proprietari del 5%+ 6 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
Trust u/w of Vincent Terranova 14 Gennaio 2016 Deposito iniziale SEC
Persona segnalante non divulgata, Persona segnalante non divulgata 23 Agosto 2006 Deposito iniziale SEC
Persona segnalante non divulgata 08 Giugno 2005 Deposito iniziale SEC
Persona segnalante non divulgata 07 Maggio 2002 Deposito iniziale SEC
Persona segnalante non divulgata 06 Dicembre 2001 Deposito iniziale SEC
Carl J. Terranova, Trust U/W of Vincent Terranova 05 Novembre 2001 Deposito iniziale 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 5 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
DFAS · Dimensional ETF Trust 0,00% 16.917 NS 30 Aprile 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 578 NS 30 Aprile 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,00% 51.835 SH 08 Agosto 2026 Giornaliero
VTI · VANGUARD INDEX FUNDS 0,00% 159.045 SH 08 Agosto 2026 Giornaliero
DFAC · Dimensional ETF Trust 0,00% 5.470 NS 30 Aprile 2026 N-PORT