NSYS Nortech Systems Incorporated - Common Stock

NASDAQ · Electrical Equipment · Ver em SEC EDGAR ↗
$12,20
Preço · Ago 18, 2026
Fundamentais a partir de Ago 12, 2026

NSYS Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas

Preço
$12.20
Capitalização de Mercado
$34M
P/E (TTM)
-135.6
EPS (TTM)
$-0.09
Receita (TTM)
$12M
Rendimento div.
ROE
-0.74%
Dívida/Capital
Intervalo 52 Semanas
$7 – $18

NSYS Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização

Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS

Receita e Lucro Líquido $12M
9-point trend, -89.1%
2017-12-31 2025-12-31
EPS $-0.09
9-point trend, +89.9%
2017-12-31 2025-12-31
Fluxo de caixa livre $2M
9-point trend, +29535.9%
2017-12-31 2025-12-31
Margens -0.21%
9-point trend, +41.0%
2017-12-31 2025-12-31

Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?

Métrica
Tendência de 5 anos
NSYS
Mediana de Pares
P/E (TTM)
5-point trend, -2126.0%
-135.6
25.5
P/S (TTM)
5-point trend, -27.2%
0.3
1.7
P/B
5-point trend, -43.4%
1.0
1.9
Price / FCF (Preço / FCF)
5-point trend, +309.7%
16.3

Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC

Métrica
Tendência de 5 anos
NSYS
Mediana de Pares
Gross Margin (Margem Bruta)
5-point trend, +10.5%
15.2%
27.2%
Operating Margin (Margem Operacional)
5-point trend, -58.4%
0.82%
Net Profit Margin (Margem de Lucro Líquido)
5-point trend, -103.4%
-0.21%
-3.3%
ROA
5-point trend, -103.1%
-0.35%
-4.5%
ROE
5-point trend, -102.4%
-0.74%
-11.8%
ROIC
5-point trend, -932.2%
-64.7%

Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial

Métrica
Tendência de 5 anos
NSYS
Mediana de Pares
Current Ratio (Índice de liquidez corrente)
5-point trend, -18.9%
1.9
1.6
Quick Ratio (Índice de Liquidez Seca)
5-point trend, -8.2%
0.6

Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos

Métrica
Tendência de 5 anos
NSYS
Mediana de Pares
Revenue YoY (Receita Ano a Ano)
5-point trend, -89.4%
-7.6%
Revenue CAGR 3Y (CAGR Receita 3A)
5-point trend, -89.4%
-4.1%
Revenue CAGR 5Y (CAGR Receita 5A)
5-point trend, -89.4%
2.6%
EPS YoY
5-point trend, -103.5%
240.0%
Net Income YoY (Lucro Líquido Ano a Ano)
5-point trend, -103.5%
242.0%

Métricas por Ação EPS, valor patrimonial por ação, fluxo de caixa por ação, dividendo por ação

Métrica
Tendência de 5 anos
NSYS
Mediana de Pares
EPS (Diluted) (EPS (Diluído))
5-point trend, -103.5%
$-0.09

Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber

Métrica
Tendência de 5 anos
NSYS
Mediana de Pares

Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados

Período EPS Actual EPS est. Surpresa
30 de Setembro de 2025 $-0.05
30 de Junho de 2025 $0.12
31 de Março de 2025 $-0.48
31 de Dezembro de 2024 $-0.54

Comparação de pares (subindústria GICS) Métricas chave vs pares do setor

Ticker Capitalização de Mercado P/E Receita YoY Margem Líquida ROE Margem Bruta
NSYS $21M -82.6 -7.6% -0.21% -0.74% 15.2%
MEI -8.5 -2.8% -3.5% -5.3% 19.8%
FWDI $2.20B -1.0 -9.0% -918.1% -22.7% 28.5%
OPTX
RFIL $84M 782.0 24.2% 0.09% 0.22% 33.2%
KTCC $29M -3.5 -17.5% -1.8% -7.0% 7.8%
DAIO -5.7 -1.2%
SOLS $7.71B 32.6 3.1% 6.1% 10.2%

Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa

Demonstração de Resultados 17
Dados anuais de Demonstração de Resultados para NSYS
Métrica Tendência 202520242023202220212020201920182017201620152014
Revenue 12-point trend, -89.1% $12M $128M $13M $134M $115M $104M $116M $113M $112M $117M $115M $112M
Cost of Revenue 12-point trend, +1.7% $100M $111M $116M $114M $99M $94M $104M $100M $100M $103M $103M $99M
Gross Profit 12-point trend, +35.0% $18M $17M $23M $20M $16M $10M $13M $13M $12M $14M $12M $13M
R&D Expense 6-point trend, +1172000.00 $1M $1M $1M $1M $483.0K $0 · · · · · ·
SG&A Expense 12-point trend, +55.5% $11M $12M $12M $11M $10M $9M $10M $8M $8M $8M $7M $7M
Operating Expenses 12-point trend, +41.9% $17M $17M $17M $17M $14M $10M $12M $12M $13M $13M $12M $12M
Operating Income 12-point trend, -26.6% $975.0K $-195.0K $6M $4M $2M $-616.0K $224.0K $1M $-1M $629.1K $-422.0K $1M
Interest Expense 10-point trend, +32.5% · · $487.0K $411.0K $430.0K $620.0K $1M $757.0K $628.0K $550.3K $465.4K $367.6K
Other Non-op 4-point trend, +21.5% · · $-487.0K $-411.0K $6M $-620.0K · · · · · ·
Pretax Income 12-point trend, -98.9% $11.0K $-939.0K $5M $3M $8M $-1M $-819.0K $492.0K $-2M $78.8K $-887.4K $961.0K
Income Tax 12-point trend, +224.7% $263.0K $356.0K $-1M $1M $859.0K $310.0K $409.0K $326.0K $375.0K $35.0K $-316.0K $81.0K
Net Income 12-point trend, -128.6% $-252.0K $-1M $7M $2M $7M $-2M $-1M $166.0K $-2M $43.8K $-571.4K $880.0K
EPS (Basic) 12-point trend, -128.1% $-0.09 $-0.47 $2.53 $0.75 $2.68 $-0.58 $-0.46 $0.06 $-0.89 $0.02 $-0.21 $0.32
EPS (Diluted) 12-point trend, -128.1% $-0.09 $-0.47 $2.38 $0.70 $2.54 $-0.58 $-0.46 $0.06 $-0.89 $0.02 $-0.21 $0.32
Shares (Basic) 12-point trend, +1.2% 2,776,680 2,755,041 2,722,135 2,685,378 2,664,586 2,657,738 2,665,165 2,692,382 2,745,602 2,747,424 2,745,759 2,742,992
Shares (Diluted) 12-point trend, +1.0% 2,776,680 2,755,041 2,885,879 2,891,285 2,821,523 2,657,738 2,665,165 2,699,614 2,745,602 2,749,545 2,745,759 2,748,825
EBITDA 12-point trend, -26.6% $975.0K $-195.0K $6M $4M $2M $-616.0K $224.0K $1M $-1M $629.1K $-422.0K $1M
Balanço Patrimonial 27
Dados anuais de Balanço Patrimonial para NSYS
Métrica Tendência 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +2393.6% $2M $916.0K $960.0K $1M $643.0K $352.0K $351.0K $480.0K $473.0K $268.2K $887 $66.4K
Receivables 12-point trend, -2.1% $17M $15M $19M $16M $15M $16M $19M $20M $17M $17M $18M $17M
Inventory 12-point trend, +11.7% $21M $22M $22M $22M $19M $14M $14M $17M $19M $21M $20M $19M
Prepaid Expense 12-point trend, +98.1% $2M $4M $2M $1M $2M $2M $2M $1M $1M $1M $1M $816.8K
Current Assets 12-point trend, +50.8% $56M $55M $59M $55M $52M $41M $43M $46M $38M $39M $40M $37M
PP&E (Net) 12-point trend, -52.2% $5M $6M $7M $6M $6M $6M $10M $10M $10M $10M $11M $11M
Accum. Depreciation 12-point trend, +19.3% $25M $27M $27M $25M $24M $30M $30M $28M $26M $25M $23M $21M
Goodwill 6-point trend, +3066.4% · · · · · · $2M $2M $2M $3M $3M $75.0K
Intangibles 12-point trend, +106.4% $71.0K $89.0K $263.0K $422.0K $501.0K $1M $1M $2M $2M $2M $2M $34.4K
Other Non-current Assets 5-point trend, +262.4% · · · · · · · $28.0K $28.0K $7.7K $7.7K $7.7K
Total Assets 12-point trend, +48.2% $72M $72M $75M $70M $67M $58M $61M $60M $52M $56M $57M $49M
Accounts Payable 12-point trend, +42.2% $13M $12M $16M $15M $13M $11M $14M $18M $12M $14M $13M $9M
Short-term Debt · $344.0K · · · · · · · · · ·
Current Liabilities 12-point trend, +123.2% $30M $21M $27M $26M $22M $20M $22M $25M $18M $20M $20M $13M
Capital Leases 8-point trend, +430.0% $6M $8M $7M $8M $9M $9M $4M · $1M · · ·
Deferred Tax 2-point trend, -100.0% · · · $0 · · · · · · · $149.0K
Other Non-current Liabilities 12-point trend, +58.7% $426.0K $284.0K $414.0K $95.0K $104.0K $146.0K $118.0K $139.0K $137.0K $689.2K $975.6K $268.4K
Total Liabilities 12-point trend, +45.4% $37M $38M $40M $41M $41M $39M $41M $39M $32M $33M $34M $26M
Long-term Debt 7-point trend, +47.1% · · · · · $7M $4M $4M $5M $6M $8M $5M
Total Debt 8-point trend, -100.0% · · · · $0 $7M $4M $4M $5M $6M $7M $5M
Common Stock 12-point trend, +2.1% $28.0K $28.0K $27.0K $27.0K $27.0K $27.0K $27.0K $27.0K $27.0K $27.5K $27.5K $27.4K
Paid-in Capital 12-point trend, +13.4% $18M $17M $17M $16M $16M $16M $16M $16M $16M $16M $16M $16M
Retained Earnings 12-point trend, +149.5% $17M $17M $19M $12M $10M $3M $4M $5M $4M $6M $6M $7M
AOCI 12-point trend, -1026.5% $-709.0K $-977.0K $-532.0K $-370.0K $56.0K $-37.0K $-257.0K $-233.0K $-101.0K $-44.4K $-62.9K $-62.9K
Stockholders' Equity 12-point trend, +51.3% $35M $34M $35M $28M $26M $19M $20M $21M $20M $22M $22M $23M
Liabilities + Equity 12-point trend, +48.2% $72M $72M $75M $70M $67M $58M $61M $60M $52M $56M $57M $49M
Shares Outstanding 12-point trend, +1.4% 2,786,134 2,760,793 2,740,178 2,672,064 2,672,064 2,659,628 2,657,530 2,739,250 2,739,250 2,747,831 2,746,329 2,746,325
Fluxo de Caixa 17
Dados anuais de Fluxo de Caixa para NSYS
Métrica Tendência 202520242023202220212020201920182017201620152014
Stock-based Comp 12-point trend, +1580.8% $503.0K $461.0K $423.0K $334.0K $111.0K $68.0K $261.0K $126.0K $43.0K $994 $3.3K $29.9K
Deferred Tax 10-point trend, -589.5% $-558.0K $-12.0K $-2M $0 · · $20.0K $1.0K $439.0K $-202.0K $-54.5K $114.0K
Amort. of Intangibles 12-point trend, +240.1% $18.0K $89.0K $159.0K $150.0K $176.0K $191.0K $219.0K $219.0K $237.0K $190.7K $98.0K $5.3K
Restructuring 5-point trend, +266000.00 $266.0K $571.0K · $0 $327.0K $0 · · · · · ·
Operating Cash Flow 12-point trend, +73.5% $3M $-2M $2M $5M $-5M $1M $997.0K $2M $806.0K $4M $3M $2M
CapEx 12-point trend, -69.8% $661.0K $1M $1M $2M $1M $485.0K $719.0K $1M $813.0K $2M $2M $2M
Investing Cash Flow 10-point trend, +92.0% $-157.0K $-1M $-1M $-2M $-730.0K $6M $-758.0K $-1M $-258.0K $-2M · ·
Debt Issued 6-point trend, -100.0% · · · · $0 $6M · · $5M $466.0K $2M $593.0K
Net Debt Issued 9-point trend, +100.0% · · · $0 $-1M $3M $-856.0K $-1M $-770.3K $-993.2K $547.6K $-73.7K
Stock Issued 2-point trend, -54.8% · · · · · · · · · $4.8K $10.7K ·
Stock Repurchased 3-point trend, +333.3% · · · · · · $130.0K $276.0K $30.0K · · ·
Net Stock Activity 5-point trend, -1318.8% · · · · · · $-130.0K $-276.0K $-30.3K $4.8K $10.7K ·
Financing Cash Flow 10-point trend, -34.4% $-2M $3M $-1M $-3M $4M $-4M $-525.0K $-889.0K $-38.0K $-1M · ·
Net Change in Cash 11-point trend, +1228.5% $739.0K $-759.0K $-806.0K $256.0K $-1M $3M $-287.0K $168.0K $511.0K $267.3K $-65.5K ·
Taxes Paid 12-point trend, +79.8% $751.0K $473.0K $2M $237.0K $-114.0K $855.0K $194.0K $335.0K $20.0K $110.6K $-526.8K $417.6K
Free Cash Flow 12-point trend, -44.7% $2M $-4M $485.0K $3M $-6M $878.0K $278.0K $1M $-7.1K $2M $2M $4M
Levered FCF 10-point trend, -103.7% · · $-127.4K $3M $-6M $102.5K $-1M $788.6K $-748.3K $1M $1M $3M
Lucratividade 8
Dados anuais de Lucratividade para NSYS
Métrica Tendência 202520242023202220212020201920182017201620152014
Gross Margin 12-point trend, +27.8% 15.2% 116.4% 16.6% 15.3% 13.8% 8.1% 10.8% 11.7% 10.8% 11.9% 10.5% 11.9%
Operating Margin 12-point trend, -31.1% 0.82% -1.4% 4.3% 2.9% 2.0% -0.59% 0.19% 1.1% -1.1% 0.54% -0.37% 1.2%
Net Margin 12-point trend, -126.6% -0.21% -9.0% 4.9% 1.5% 6.2% -1.5% -1.1% 0.15% -2.2% 0.04% -0.50% 0.79%
Pretax Margin 12-point trend, -98.8% 0.01% -6.5% 3.9% 2.6% 7.0% -1.2% -0.70% 0.43% -1.8% 0.07% -0.77% 0.86%
EBITDA Margin 12-point trend, -31.1% 0.82% -1.4% 4.3% 2.9% 2.0% -0.59% 0.19% 1.1% -1.1% 0.54% -0.37% 1.2%
ROA 12-point trend, -118.8% -0.35% -1.8% 9.5% 2.9% 11.5% -2.6% -2.0% 0.30% -4.5% 0.08% -1.1% 1.9%
ROE 12-point trend, -118.8% -0.74% -3.7% 20.8% 7.1% 30.3% -7.6% -6.2% 0.78% -11.6% 0.20% -2.5% 3.9%
ROIC 12-point trend, -1569.5% -64.7% -0.79% 21.2% 8.0% 7.8% -3.0% 1.4% 1.7% -5.9% 1.2% -0.91% 4.4%
Liquidez e Solvência 5
Dados anuais de Liquidez e Solvência para NSYS
Métrica Tendência 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -33.2% 1.9 2.6 2.2 2.1 2.3 2.1 1.9 1.8 2.1 1.9 2.1 2.8
Quick Ratio 12-point trend, -52.1% 0.6 0.7 0.8 0.6 0.7 0.8 0.9 0.8 1.0 0.9 0.9 1.3
Debt / Equity 8-point trend, -100.0% · · · · 0.0 0.4 0.2 0.2 0.3 0.3 0.3 0.2
LT Debt / Equity 7-point trend, +75.6% · · · · · 0.3 0.2 0.2 0.2 0.2 0.3 0.2
Interest Coverage 10-point trend, +238.2% · · 12.2 9.5 5.3 -1.0 0.2 1.6 -2.0 1.1 -0.9 3.6
Eficiência 3
Dados anuais de Eficiência para NSYS
Métrica Tendência 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -30.7% 1.6 0.2 1.9 2.0 1.8 1.7 1.9 2.0 2.1 2.1 2.2 2.4
Inventory Turnover 12-point trend, -13.6% 4.7 5.1 5.3 5.4 6.0 6.8 6.6 5.6 5.1 5.0 5.3 5.5
Receivables Turnover 12-point trend, +10.7% 7.4 0.8 7.9 8.8 7.6 6.1 6.0 6.0 6.5 6.5 6.4 6.7
Por Ação 5
Dados anuais de Por Ação para NSYS
Métrica Tendência 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +49.0% $12.40 $12.32 $13.14 $10.44 $9.77 $7.04 $7.52 $7.92 $7.24 $8.13 $8.11 $8.32
Revenue / Share 12-point trend, +4.6% $42.63 $5.22 $48.28 $46.39 $40.82 $39.17 $43.65 $41.99 $40.91 $42.41 $41.95 $40.76
Cash Flow / Share 12-point trend, +71.8% $0.99 $-0.82 $0.61 $1.87 $-1.61 $0.51 $0.37 $0.91 $0.29 $1.29 $1.24 $0.58
Cash / Share 12-point trend, +2354.5% $0.59 $0.33 $0.36 $0.38 $0.24 $0.13 $0.13 $0.18 $0.17 $0.10 $0.00 $0.02
EPS (TTM) 12-point trend, -128.1% $-0.09 $-0.47 $2.38 $0.70 $2.54 $-0.58 $-0.46 $0.06 $-0.89 $0.02 $-0.21 $0.32
Taxas de Crescimento 5
Dados anuais de Taxas de Crescimento para NSYS
Métrica Tendência 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -171.7% -7.6% 854.1% -90.0% 16.5% 10.6% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +91.8% -4.1% 3.6% -49.5% · · · · · · · · ·
Revenue CAGR 5Y 2.6% · · · · · · · · · · ·
EPS YoY 2-point trend, +431.3% · · 240.0% -72.4% · · · · · · · ·
Net Income YoY 2-point trend, +436.6% · · 242.0% -71.9% · · · · · · · ·
Avaliação (TTM) 14
Dados anuais de Avaliação (TTM) para NSYS
Métrica Tendência 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +5.6% $118M $128M $13M $134M $115M $104M $116M $113M $112M $117M $115M $112M
Net Income TTM 12-point trend, -128.6% $-252.0K $-1M $7M $2M $7M $-2M $-1M $166.0K $-2M $43.8K $-571.4K $880.0K
Market Cap 12-point trend, +32.9% $21M $28M $25M $33M $28M $19M $13M $9M $11M $11M $11M $16M
Enterprise Value 8-point trend, +32.9% · · · · $27M $26M $16M $13M $15M $17M $18M $20M
P/E 12-point trend, -565.1% -82.6 -21.9 4.0 17.5 4.1 -12.4 -10.6 59.2 -4.3 194.5 -18.5 17.8
P/S 12-point trend, +25.7% 0.2 0.2 1.9 0.2 0.2 0.2 0.1 0.1 0.1 0.1 0.1 0.1
P/B 12-point trend, -12.2% 0.6 0.8 0.7 1.2 1.1 1.0 0.6 0.4 0.5 0.5 0.5 0.7
P / Tangible Book 6-point trend, -44.8% 0.6 0.8 0.7 1.2 1.1 1.1 · · · · · ·
P / Cash Flow 12-point trend, -23.4% 7.5 -12.6 14.3 6.1 -6.1 14.0 13.0 3.9 13.1 3.0 3.1 9.9
P / FCF 12-point trend, +140.5% 9.9 -8.1 52.3 10.9 -4.7 21.7 46.6 9.1 -1494.9 6.8 6.2 4.1
EV / EBITDA 8-point trend, -22.3% · · · · 11.9 -41.9 72.4 10.7 -12.2 26.8 -42.9 15.3
EV / FCF 8-point trend, -185.9% · · · · -4.6 29.4 58.3 12.8 -2185.2 10.7 10.5 5.4
EV / Revenue 8-point trend, +29.3% · · · · 0.2 0.2 0.1 0.1 0.1 0.1 0.2 0.2
Earnings Yield 12-point trend, -121.5% -1.2% -4.6% 25.3% 5.7% 24.5% -8.1% -9.4% 1.7% -23.1% 0.51% -5.4% 5.6%

Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos

Demonstração de Resultados
2025-12-312024-12-312023-12-312022-12-312021-12-31
Receita $12M$128M$13M$134M$115M
Margem Bruta % 15.2%116.4%16.6%15.3%13.8%
Margem Operacional % 0.82%-1.4%4.3%2.9%2.0%
Lucro líquido $-252.0K$-1M$7M$2M$7M
EPS Diluído $-0.09$-0.47$2.38$0.70$2.54
Balanço Patrimonial
2025-12-312024-12-312023-12-312022-12-312021-12-31
Dívida / Patrimônio Líquido 0.0
Índice de liquidez corrente 1.92.62.22.12.3
Índice de Liquidez Seca 0.60.70.80.60.7
Fluxo de Caixa
2025-12-312024-12-312023-12-312022-12-312021-12-31
Fluxo de caixa livre $2M$-4M$485.0K$3M$-6M

Minhas Métricas Sua lista pessoal — linhas selecionadas de Fundamentos Completos

📊

Escolha as métricas que importam para você — clique no ➕ ao lado de qualquer linha em Fundamentos Completos acima.

Sua seleção é salva e acompanha você em todos os tickers.

Investidores institucionais (13F) 16 declarantes · $3.5M total · Em 30 de Junho de 2026

Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.

Atividade institucional — Q2 2026 vs trimestre anterior
Novas posições Posições encerradas Aumentou Diminuído Variação líquida de ações
10 (+7 vs trimestre anterior) 1 (-3 vs trimestre anterior) 3 (+3 vs trimestre anterior) 0 (-1 vs trimestre anterior) +128K

Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.

Instituição Valor Ações % de 13F rastreado Tipo
WELLS FARGO & COMPANY/MN $1.203.760 76.091 34,87% Ações
RENAISSANCE TECHNOLOGIES LLC $990.316 62.599 28,69% Ações
VANGUARD CAPITAL MANAGEMENT LLC $412.603 26.247 11,95% Ações
Chevy Chase Trust Holdings, LLC $250.462 15.832 7,26% Ações
Pathstone Holdings, LLC $189.840 12.000 5,50% Ações
DIMENSIONAL FUND ADVISORS LP $163.834 10.422 4,75% Ações
MORGAN STANLEY $134.470 8.500 3,90% Ações
VANGUARD FIDUCIARY TRUST CO $81.917 5.211 2,37% Ações
VANGUARD GROUP INC $11.345 1.528 0,33% Ações
Larson Financial Group LLC $3.813 241 0,11% Ações
BlackRock, Inc. $3.338 211 0,10% Ações
NewEdge Advisors, LLC $2.469 156 0,07% Ações
UBS Group AG $1.661 105 0,05% Ações
FMR LLC $1.651 105 0,05% Ações
Rialto Wealth Management, LLC $475 30 0,01% Ações
Caitong International Asset Management Co., Ltd $32 2 0,00% Ações

Executivos da empresa 28 insiders · 12 diretores · 16 conselheiros

Investidor com informação privilegiada Função Última atividade Ações detidas Compras 12m Vendas 12m Líquido 12m
Jay D Miller President and CEO 27 de Fevereiro de 2022 A 27.600 0 0 $0
Richard G Wasielewski Chief Executive Officer 15 de Maio de 2017 A 26.474 0 0 $0
Christopher Dean Jones CFO 17 de Março de 2022 A 44.197 0 0 $0
Constance Beck Chief Financial Officer 8 de Janeiro de 2018 A 0 0 $0
Paula M Graff V.P. & Chief Financial Officer 19 de Agosto de 2015 P 2.835 0 0 $0
Michael J Degen President 1 de Novembro de 2006 M 15.500 0 0 $0
John Lindeen Sr VP - Global Operations 17 de Março de 2022 A 0 0 $0
Heidi B Grange Senior Vice President of HR 18 de Março de 2020 A 0 0 $0
Garry M Anderly Senior Vice President 19 de Maio de 2008 S 35.250 0 0 $0
Peter L Kucera Vice President 16 de Fevereiro de 2007 M 21.198 0 0 $0
Donald E Horne Vice President 1 de Novembro de 2006 A 750 0 0 $0
Bert M Gross Secretary/General Counsel 1 de Novembro de 2006 A 8.750 0 0 $0
Dan Sachs Conselheiro 17 de Março de 2022 A 3.000 0 0 $0
Steven J Rosenstone Conselheiro 17 de Março de 2022 A 4.000 0 0 $0
Ryan Mcmanus Conselheiro 17 de Março de 2022 A 3.000 0 0 $0
Stacy A Kruse Conselheiro 17 de Março de 2022 A 3.000 0 0 $0
Philip Irving Smith Conselheiro 17 de Março de 2022 A 3.000 0 0 $0
David B Kunin Conselheiro 8 de Fevereiro de 2022 P 47.035 0 0 $0
Michael Joseph Kennedy Conselheiro 9 de Maio de 2018 A 0 0 $0
Kathleen P Iverson Conselheiro 9 de Maio de 2018 A 0 0 $0
Kenneth D Larson Conselheiro 14 de Março de 2017 P 7.000 0 0 $0
William V Murray Conselheiro 11 de Agosto de 2016 P 500 0 0 $0
Trent C Riley Conselheiro 7 de Novembro de 2008 A 0 0 $0
Myron D Kunin Conselheiro 7 de Novembro de 2008 M 1.361.335 0 0 $0
Richard W Perkins Conselheiro 7 de Novembro de 2008 A 26.000 0 0 $0
Matt Mahmood 15 de Maio de 2017 A 0 0 $0
Keith A Pieper 20 de Maio de 2009 S 0 0 0 $0
Curtis J Steichen 1 de Novembro de 2006 A 2.500 0 0 $0

Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto

Ativistas e proprietários de 5%+ 2 participações

Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.

Declarante Declarado Participação Status Propósito Declaração
Curtis Squire, Inc., Anita Kunin, David Kunin, James Timothy Kunin, Andrew Kunin, William Kunin ×2 declarações 22 de Agosto de 2019 Declaração inicial Investimento passivo SEC
Kyle S. Packer, Jason R. Herr, Paul B. Luber, Mutiny Fund I, LP, Neal B. Jannol, Garry Anderly, Keith Pieper, Tony Burlingame ×7 declarações 10 de Agosto de 2018 Declaração inicial 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.

Participação em ETFs Detido por 6 ETFs

O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.

Fundo Peso Unidades Em Fonte
DCOR · Dimensional ETF Trust 0,00% 792 NS 30 de Abril de 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 313 NS 30 de Abril de 2026 N-PORT
DFSV · Dimensional ETF Trust 0,00% 175 NS 30 de Abril de 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 15 de Julho de 2026 Diário
VTI · VANGUARD INDEX FUNDS 15 de Julho de 2026 Diário
IWC · iShares Trust 18 de Agosto de 2026 Diário