NODK NI Holdings, Inc. - Common Stock

NASDAQ · Insurance · 在 SEC EDGAR 上查看 ↗
$15.24
价格 · 八月 19, 2026
截至...的财报数据 八月 7, 2026
52周区间
$12–$17
67% of range
分析师评级
—
目标价
—
P/E (TTM)
-30.5
ROE
-4.3%
净利润率
-3.6%

NODK 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围

价格
$15.23
市值
$313M
P/E (TTM)
-30.5
每股收益 (TTM)
$-0.50
营收 (TTM)
$285M
股息收益率
2.1%
ROE
-4.3%
负债/权益
—
52周区间
$12 – $17

NODK 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图

10年表现 收入、净利润、利润率和每股收益趋势

营收与净利润 $285M
10-point trend, +74.1%
2016-12-31 → 2025-12-31
EPS $-0.50
9-point trend, -170.4%
2017-12-31 → 2025-12-31
自由现金流 $-15M
10-point trend, -329.2%
2016-12-31 → 2025-12-31
利润率 -3.6%
9-point trend, -18.3%
2017-12-31 → 2025-12-31

估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜？

指标
5年趋势
NODK
同行中位数
P/E (TTM)
5-point trend, -154.9%
-30.5
12.2
P/S (TTM) (市销率 (TTM))
5-point trend, -22.6%
1.1
1.4
P/B (市净率)
5-point trend, -1.5%
1.3
1.8
Price / FCF (股价/自由现金流)
5-point trend, -225.2%
-20.2
—

盈利能力 毛利率、营业利润率和净利率；股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)

指标
5年趋势
NODK
同行中位数
Gross Margin (毛利率)
5-point trend, -4.6%
24.5%
69.0%
Net Profit Margin (净利润率)
5-point trend, -240.4%
-3.6%
13.0%
ROA
5-point trend, -251.9%
-2.0%
5.6%
ROE
5-point trend, -277.4%
-4.3%
15.8%

财务健康 债务、流动性、偿付能力 — 资产负债表强度

指标
5年趋势
NODK
同行中位数

成长 营收、每股收益 (EPS) 和净利润增长：同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)

指标
5年趋势
NODK
同行中位数
Revenue YoY (营收同比增长)
5-point trend, -12.0%
-12.3%
—
Revenue CAGR 3Y (营收3年复合年增长率)
5-point trend, -12.0%
2.1%
—
Revenue CAGR 5Y (营收5年复合年增长率)
5-point trend, -12.0%
-1.4%
—

每股指标 每股收益 (EPS)、每股净资产、每股现金流、每股股息

指标
5年趋势
NODK
同行中位数
EPS (Diluted) (EPS (稀释))
5-point trend, -228.2%
$-0.50
—

资本效率 资产周转率、库存周转率、应收账款周转率

指标
5年趋势
NODK
同行中位数
Payout Ratio (派息率)
2-point trend, +52.7%
-64.6%
—

股息 收益率、派息率、股息历史、5年CAGR

股息收益率
2.1%
派息率
-64.6%
5年股息复合年增长率 (CAGR)
—

收益历史 每股收益实际值 vs 预估值，惊喜%，达标率，下次财报日期

期间 EPS Actual EPS 预期 惊喜
2022年12月31日 $0.04 — —

同行比较（GICS 子行业） 关键指标与行业同行对比

股票代码 市值 P/E 营收同比增长 净利润率 ROE 毛利率
NODK $273M -26.6 -12.3% -3.6% -4.3% 24.5%
ITIC $471M 13.4 5.6% 12.9% 13.2% —
AII $408M 3.7 35.3% 36.0% 31.2% —
AMSF $722M 15.6 2.7% 14.9% 18.2% —
ACIC $616M 5.9 13.1% 31.9% 35.0% —
GBLI — 16.2 2.0% 5.6% 3.6% —
KINS $242M 5.8 38.5% 19.0% 37.5% —
KWY — — — — — —
MBI — -2.0 90.5% -221.2% 8.2% —
OSG $350M -1.3 6.5% -103.1% -34.2% —

完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表

损益表 11
NODK 的年度损益表数据
指标 趋势 20252024202320222021202020192018201720162015
Revenue 11-point trend, +95.6% $285M $325M $304M $268M $324M $306M $271M $212M $189M $164M $146M
Gross Profit 11-point trend, +25.7% $70M $103M $106M $30M $83M $115M $77M $77M $57M $34M $56M
Operating Expenses 11-point trend, +148.1% $297M $315M $283M $321M $313M $254M $237M $173M $167M $158M $120M
Pretax Income 11-point trend, -147.7% $-12M $10M $21M $-53M $11M $53M $34M $39M $22M $6M $26M
Income Tax 11-point trend, -123.1% $-2M $4M $716.0K $-14M $3M $11M $7M $8M $6M $1M $8M
Net Income 11-point trend, -159.7% $-10M $-6M $-5M $-53M $8M $40M $26M $31M $16M $5M $17M
EPS (Basic) 9-point trend, -170.4% $-0.50 $-0.29 $-0.26 $-2.49 $0.39 $1.86 $1.19 $1.39 $0.71 · ·
EPS (Diluted) 9-point trend, -170.4% $-0.50 $-0.29 $-0.26 $-2.49 $0.39 $1.84 $1.19 $1.39 $0.71 · ·
Shares (Basic) 9-point trend, -6.8% 20,991,331 20,968,545 21,159,073 21,333,389 21,424,060 21,772,475 22,179,747 22,358,858 22,512,401 · ·
Shares (Diluted) 9-point trend, -6.8% 20,991,331 21,089,171 21,235,605 21,333,389 21,656,426 21,942,470 22,265,348 22,385,754 22,512,629 · ·
EBITDA 7-point trend, +60.5% · · · $708.0K $694.0K $709.0K $538.0K $492.0K $500.0K $441.0K ·
资产负债表 22
NODK 的年度资产负债表数据
指标 趋势 20252024202320222021202020192018201720162015
Cash & Equivalents 11-point trend, +256.1% $52M $51M $41M $47M $71M $101M $62M $69M $28M $18M $15M
Short-term Investments Flat — no change across 10 periods $500.0K $500.0K $500.0K $500.0K $500.0K $500.0K $500.0K $500.0K $500.0K $500.0K ·
PP&E (Net) 11-point trend, +43.4% $7M $8M $10M $10M $10M $10M $8M $7M $6M $5M $5M
PP&E (Gross) 11-point trend, +12.9% $18M $19M $22M $21M $21M $21M $18M $18M $17M $16M $16M
Accum. Depreciation 11-point trend, +0.0% $11M $12M $12M $11M $11M $11M $10M $11M $11M $12M $11M
Goodwill 9-point trend, +0.0% · · $3M $9M $9M $9M $3M $5M $3M $3M $3M
Intangibles 5-point trend, +2509.5% · · $7M $8M $8M $9M $284.0K · · · ·
Other Non-current Assets 3-point trend, +11.5% $12M $11M $11M · · · · · · · ·
Total Assets 11-point trend, +95.7% $506M $527M $655M $614M $652M $618M $508M $458M $377M $279M $259M
Short-term Debt Flat — no change across 3 periods · · · · · · · · $3M $3M $3M
Deferred Tax 7-point trend, +56.4% · · · · $6M $9M $5M $124.0K $2M $2M $4M
Total Liabilities 11-point trend, +144.4% $266M $282M $404M $361M $304M $269M $198M $183M $121M $125M $109M
Long-term Debt Flat — no change across 3 periods $2M $2M $2M · · · · · · · ·
Total Debt Flat — no change across 2 periods · · · · · · · · $3M $3M ·
Common Stock Flat — no change across 9 periods $230.0K $230.0K $230.0K $230.0K $230.0K $230.0K $230.0K $230.0K $230.0K · ·
Paid-in Capital 7-point trend, +3.0% · · $96M $96M $98M $98M $96M $94M $93M · ·
Retained Earnings 11-point trend, +41.5% $191M $202M $208M $214M $267M $259M $218M $184M $153M $140M $135M
Treasury Stock 9-point trend, +349.1% $36M $34M $35M $29M $26M $24M $12M $11M $8M · ·
AOCI 11-point trend, -192.2% $-11M $-18M $-21M $-29M $5M $13M $6M $6M $16M $10M $11M
Stockholders' Equity 11-point trend, +60.3% $240M $245M $250M $253M $347M $349M $310M $276M $256M $153M $150M
Liabilities + Equity 11-point trend, +95.7% $506M $527M $655M $614M $652M $618M $508M $458M $377M $279M $259M
Shares Outstanding 10-point trend, +20554144.00 20,554,144 20,673,268 20,599,908 21,076,255 21,219,808 21,318,638 22,119,380 22,192,894 22,760,000 0 ·
现金流 16
NODK 的年度现金流数据
指标 趋势 20252024202320222021202020192018201720162015
D&A 8-point trend, +35.4% · · · $708.0K $694.0K $709.0K $538.0K $492.0K $500.0K $441.0K $523.0K
Stock-based Comp 9-point trend, +95.7% $828.0K $238.0K $1M $-40.0K $2M $2M $2M $1M $423.0K · ·
Deferred Tax 9-point trend, -460.8% $-1M $2M $-2M $-4M $-1M · · $-692.0K $-2M $-85.0K $378.0K
Amort. of Intangibles 9-point trend, +92.3% $100.0K · $33.0K $50.0K $472.0K $5M $2M $4M · $57.0K $52.0K
Other Non-cash 7-point trend, +818.3% · · · $22M $18M $8M $-3M $-11M $4M $2M ·
Operating Cash Flow 11-point trend, -188.9% $-15M $39M $51M $-15M $29M $51M $26M $21M $18M $7M $17M
CapEx 11-point trend, -59.1% $217.0K $991.0K $661.0K $878.0K $739.0K $616.0K $1M $2M $1M $548.0K $531.0K
Investing Cash Flow 11-point trend, +177.3% $19M $-5M $-9M $25M $-48M $200.0K $-30M $23M $-92M $-4M $-24M
Stock Issued · · · · · · · · $93M · ·
Stock Repurchased 3-point trend, -65.8% · · · $4M $4M $12M · · · · ·
Net Stock Activity 2-point trend, -104.5% · · · $-4M · · · · $93M · ·
Dividends Paid 2-point trend, -18.7% $7M $8M · · · · · · · · ·
Financing Cash Flow 9-point trend, -103.4% $-3M $-4M $-7M $-18M $-11M $-12M $-2M $-3M $83M · ·
Net Change in Cash 9-point trend, +234.4% · · $10M $-24M $-30M $39M $-7M $41M $9M $4M $-7M
Taxes Paid 7-point trend, -61.1% $4M $3M $-11M $2M $4M · · · · $4M $10M
Free Cash Flow 10-point trend, -329.2% $-15M $38M $25M $-32M $28M $50M $24M $19M $17M $7M ·
盈利能力 6
NODK 的年度盈利能力数据
指标 趋势 20252024202320222021202020192018201720162015
Gross Margin 9-point trend, -18.3% 24.5% 31.6% 29.2% 10.4% 25.7% 37.6% 28.3% 36.1% 30.0% · ·
Net Margin 10-point trend, -231.8% -3.6% -1.9% -1.5% -16.4% 2.6% 13.2% 9.8% 14.6% 8.5% 2.8% ·
Pretax Margin 10-point trend, -216.4% -4.3% 3.1% -1.2% -21.3% 3.5% 17.2% 12.5% 18.2% 11.6% 3.7% ·
EBITDA Margin 7-point trend, -18.5% · · · 0.22% 0.21% 0.23% 0.20% 0.23% 0.26% 0.27% ·
ROA 10-point trend, -219.5% -2.0% -1.0% -0.86% -8.4% 1.3% 7.2% 5.5% 7.4% 4.9% 1.7% ·
ROE 10-point trend, -243.7% -4.3% -2.5% -2.3% -21.1% 2.4% 12.0% 8.8% 11.4% 6.5% 3.0% ·
流动性与偿付能力 1
NODK 的年度流动性与偿付能力数据
指标 趋势 20252024202320222021202020192018201720162015
Debt / Equity 2-point trend, -40.3% · · · · · · · · 0.0 0.0 ·
效率 1
NODK 的年度效率数据
指标 趋势 20252024202320222021202020192018201720162015
Asset Turnover 10-point trend, -9.7% 0.6 0.6 0.6 0.5 0.5 0.5 0.6 0.5 0.6 0.6 ·
每股 5
NODK 的年度每股数据
指标 趋势 20252024202320222021202020192018201720162015
Book Value / Share 9-point trend, +2.2% $11.69 $11.83 $12.16 $12.01 $16.37 $16.36 $14.01 $12.43 $11.44 · ·
Revenue / Share 9-point trend, +61.6% $13.58 $15.42 $17.28 $15.21 $14.96 $13.96 $12.16 $9.49 $8.40 · ·
Cash Flow / Share 9-point trend, -188.9% $-0.73 $1.83 $1.23 $-1.42 $1.35 $2.32 $1.15 $0.94 $0.82 · ·
Cash / Share 9-point trend, +103.7% $2.52 $2.46 $2.75 $2.23 $3.33 $4.74 $2.81 $3.11 $1.24 · ·
EPS (TTM) 9-point trend, -170.4% $-0.50 $-0.29 $-0.26 $-2.49 $0.39 $1.84 $1.19 $1.39 $0.71 · ·
增长率 5
NODK 的年度增长率数据
指标 趋势 20252024202320222021202020192018201720162015
Revenue YoY 5-point trend, -314.8% -12.3% 7.0% 13.5% -17.3% 5.8% · · · · · ·
Revenue CAGR 3Y 3-point trend, +940.0% 2.1% 0.13% -0.25% · · · · · · · ·
Revenue CAGR 5Y -1.4% · · · · · · · · · ·
EPS YoY · · · · -78.8% · · · · · ·
Net Income YoY · · · · -79.2% · · · · · ·
估值 (TTM) 17
NODK 的年度估值 (TTM)数据
指标 趋势 20252024202320222021202020192018201720162015
Revenue TTM 10-point trend, +74.1% $285M $325M $304M $268M $324M $306M $271M $212M $189M $164M ·
Net Income TTM 10-point trend, -328.8% $-10M $-6M $-5M $-53M $8M $40M $26M $31M $16M $5M ·
Market Cap 9-point trend, -27.9% $273M $325M $268M $280M $401M $350M $380M $349M $379M · ·
Enterprise Value · · · · · · · · $354M · ·
P/E 9-point trend, -211.2% -26.6 -54.1 -50.0 -5.3 48.5 8.9 14.5 11.3 23.9 · ·
P/S 9-point trend, -52.2% 1.0 1.0 0.9 1.0 1.2 1.1 1.4 1.6 2.0 · ·
P/B 9-point trend, -23.4% 1.1 1.3 1.1 1.1 1.2 1.0 1.2 1.3 1.5 · ·
P / Tangible Book 6-point trend, +7.4% 1.1 1.3 1.1 1.2 1.2 1.1 · · · · ·
P / Cash Flow 9-point trend, -187.0% -17.9 8.4 10.3 -9.2 13.8 6.9 14.8 16.7 20.6 · ·
P / FCF 9-point trend, -179.5% -17.6 8.7 10.7 -8.9 14.1 6.9 15.6 18.0 22.2 · ·
EV / EBITDA · · · · · · · · 708.4 · ·
EV / FCF · · · · · · · · 20.7 · ·
EV / Revenue · · · · · · · · 1.9 · ·
Dividend Yield 2-point trend, -3.5% 2.5% 2.5% · · · · · · · · ·
Earnings Yield 9-point trend, -190.0% -3.8% -1.8% -2.0% -18.8% 2.1% 11.2% 6.9% 8.8% 4.2% · ·
Payout Ratio 2-point trend, +52.7% -64.6% -136.5% · · · · · · · · ·
Annual Payout 2-point trend, -18.7% $7M $8M · · · · · · · · ·

财务报表 损益表、资产负债表、现金流量表 — 年度，近5年

损益表
2025-12-312024-12-312023-12-312022-12-312021-12-31
收入 $285M$325M$304M$268M$324M
毛利率 % 24.5%31.6%29.2%10.4%25.7%
净收入 $-10M$-6M$-5M$-53M$8M
稀释后每股收益 (EPS) $-0.50$-0.29$-0.26$-2.49$0.39
现金流
2025-12-312024-12-312023-12-312022-12-312021-12-31
自由现金流 $-15M$38M$25M$-32M$28M

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机构持有人 (13F) 83 家申报者 · $42.0M 总计 · 截至 2026年6月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。

机构活动 — Q2 2026 与上一季度对比
新仓位 已退出持仓 增加 减少 净股数变动
16 (+11 与上一季度对比) 5 (-1 与上一季度对比) 25 (+6 与上一季度对比) 20 (-5 与上一季度对比) +358K

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天，外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过，优先显示最近一个已完整报告的季度对。

机构 价值 股份 % 已追踪的13F 类型
Newtyn Management, LLC $10525700 670000 25.04% 股份
DIMENSIONAL FUND ADVISORS LP $4990282 317650 11.87% 股份
VANGUARD CAPITAL MANAGEMENT LLC $4527151 288170 10.77% 股份
GEODE CAPITAL MANAGEMENT, LLC $2416043 153750 5.75% 股份
STATE STREET CORP $2119059 134886 5.04% 股份
Minerva Advisors LLC $2040729 129900 4.86% 股份
TCW GROUP INC $1993583 126899 4.74% 股份
Orchard Capital Management, LLC $1896857 120742 4.51% 股份
RENAISSANCE TECHNOLOGIES LLC $1460889 92991 3.48% 股份
Universal- Beteiligungs- und Servicegesellschaft mbH $1108278 70546 2.64% 股份
BRIDGEWAY CAPITAL MANAGEMENT, LLC $1044307 66474 2.48% 股份
Arbiter Partners Capital Management LLC $983320 62592 2.34% 股份
VANGUARD FIDUCIARY TRUST CO $797597 50770 1.90% 股份
CALDWELL SUTTER CAPITAL, INC. $698608 44469 1.66% 股份
VANGUARD PORTFOLIO MANAGEMENT LLC $698592 44468 1.66% 股份
BOOTHBAY FUND MANAGEMENT, LLC $662962 42200 1.58% 股份
VANGUARD GROUP INC $627308 47166 1.49% 股份
BlackRock, Inc. $530181 33748 1.26% 股份
Empowered Funds, LLC $486602 30974 1.16% 股份
GOLDMAN SACHS GROUP INC $416064 26484 0.99% 股份
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $397919 25329 0.95% 股份
CITADEL ADVISORS LLC $285278 18159 0.68% 股份
Creative Planning $223035 14197 0.53% 股份
Russell Investments Group, Ltd. $162033 10314 0.39% 股份
RHUMBLINE ADVISERS $146878 9350 0.35% 股份
DEUTSCHE BANK AG\ $103733 6603 0.25% 股份
Bank of New York Mellon Corp $95265 6064 0.23% 股份
Vanguard Global Advisers, LLC $66296 4220 0.16% 股份
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $48905 3113 0.12% 股份
US BANCORP \DE\ $47130 3000 0.11% 股份
CITIGROUP INC $42841 2727 0.10% 股份
BARCLAYS PLC $41145 2619 0.10% 股份
Police & Firemen's Retirement System of New Jersey $30022 1911 0.07% 股份
BNP PARIBAS FINANCIAL MARKETS $28545 1817 0.07% 股份
OSAIC HOLDINGS, INC. $27130 1727 0.06% 股份
M3F, Inc. $24382 1552020 0.06% 股份
AE Wealth Management LLC $22073 1405 0.05% 股份
JPMORGAN CHASE & CO $19844 1252 0.05% 股份
MERCER GLOBAL ADVISORS INC /ADV $19480 1240 0.05% 股份
NISA INVESTMENT ADVISORS, LLC $16008 1019 0.04% 股份
FMR LLC $15553 990 0.04% 股份
CIBC Private Wealth Group LLC $15458 1140 0.04% 股份
NORTHERN TRUST CORP $14830 944 0.04% 股份
Ameritas Investment Partners, Inc. $14186 903 0.03% 股份
CWM, LLC $13186 1023 0.03% 股份
THOMPSON INVESTMENT MANAGEMENT, INC. $12332 785 0.03% 股份
Tower Research Capital LLC (TRC) $11892 757 0.03% 股份
Legal & General Group Plc $10746 684 0.03% 股份
Arax Advisory Partners $10384 661 0.02% 股份
ROYAL BANK OF CANADA $6000 360 0.01% 股份
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $4769 370 0.01% 股份
NewEdge Advisors, LLC $3928 250 0.01% 股份
MassMutual Private Wealth & Trust, FSB $3582 228 0.01% 股份
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3248 252 0.01% 股份
Nuveen, LLC $2953 188 0.01% 股份
Nuveen Asset Management, LLC $2952 188 0.01% 股份
Sterling Capital Management LLC $2011 128 0.00% 股份
PNC Financial Services Group, Inc. $1760 112 0.00% 股份
Cornerstone Planning Group LLC $1352 85 0.00% 股份
UBS Group AG $1288 82 0.00% 股份
Essential Partners LLC $1194 76 0.00% 股份
WELLS FARGO & COMPANY/MN $1037 66 0.00% 股份
Integrated Wealth Concepts LLC $771 49 0.00% 股份
Allworth Financial LP $739 47 0.00% 股份
Physician Wealth Advisors, Inc. $629 40 0.00% 股份
Rialto Wealth Management, LLC $613 39 0.00% 股份
Bogart Wealth, LLC $566 36 0.00% 股份
Bare Financial Services, Inc $566 36 0.00% 股份
JONES FINANCIAL COMPANIES LLLP $408 25 0.00% 股份
AQR CAPITAL MANAGEMENT LLC $377 24 0.00% 股份
GAMMA Investing LLC $330 21 0.00% 股份
Asset Allocation & Management Company, LLC $300 19089 0.00% 股份
IFP Advisors, Inc $298 19 0.00% 股份
NEW YORK STATE COMMON RETIREMENT FUND $298 19 0.00% 股份
ROTHSCHILD INVESTMENT LLC $220 14 0.00% 股份
MORGAN STANLEY $189 12 0.00% 股份
True Wealth Design, LLC $126 8 0.00% 股份
Farther Finance Advisors, LLC $95 6 0.00% 股份
Optiver Holding B.V. $94 6 0.00% 股份
Clearstead Advisors, LLC $32 2 0.00% 股份
Wealth Enhancement Trust Services, Inc. $31 2 0.00% 股份
EverSource Wealth Advisors, LLC $16 1 0.00% 股份
Avion Wealth $0 40 0.00% 股份

公司内部人士 16 位内幕人士 · 9 位高管 · 10 位董事

内部人士 角色 上次活动 持股数量 买入 12个月 卖出 12个月 净额 12个月
Cindy Launer Chief Executive Officer 2026年3月2日 A 90800 0 0 $0
Seth C. Daggett Chief Executive Officer 2025年3月3日 A 90420 0 0 $0
Michael J. Alexander President & CEO 2024年3月1日 A 261962 0 0 $0
Matthew James Maki Chief Financial Officer 2026年3月2日 A 61723 0 0 $0
Brian R. Doom Executive Vice President & CFO 2021年3月1日 A 72026 0 0 $0
Douglas Alan Duncan Chief Information Officer 2026年3月2日 A 11100 0 0 $0
Kevin Douglas Elfstrand Chief Accounting Officer 2026年3月2日 A 23243 0 0 $0
Patrick W. Duncan SVP, Operations 2024年3月1日 A 44003 0 0 $0
Timothy J. Milius VP/Chief Acct. Off/Corp. Secy 2022年3月1日 A 23730 0 0 $0
Dave L. Stende 董事 2025年5月21日 A 3924 0 0 $0
Prakash Mathew 董事 2025年5月21日 A 11124 0 0 $0
William Russell Devlin 董事 2025年5月21日 A 31724 0 0 $0
Eric K. Aasmundstad 董事 2025年5月21日 A 36138 0 0 $0
Jeffrey R. Missling 董事 2025年5月21日 A 27724 0 0 $0
Duaine Espegard 董事 2025年5月21日 A 36724 0 0 $0
Stephen V. Marlow 董事 2024年5月22日 A 25300 0 0 $0

来自SEC表格3/4/5申报的内部人士；净额=仅公开市场买卖

激进投资者及 5%+ 股东 1 持仓

提交了 SEC Schedule 13D 的投资者 — 持有超过 5% 的受益所有权，意图影响发行人（激进股东持股、董事会活动、并购）。每一行显示该申报人持仓的最新已知状态。

申报人 已申报 持股 状态 目的 申报
Jeffrey Thorp ×2 申报 2024年10月18日 — 初始申报 — 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.

ETF持仓 由 22 只交易所交易基金持有

权重仅反映直接股权持仓（N-PORT）；杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。

基金 权重 单位 截至 来源
IWC · iShares Trust 0.02% 23099 SH 2026年8月8日 每日
VTWV · VANGUARD SCOTTSDALE FUNDS 0.01% 5624 SH 2026年8月8日 每日
IWN · iShares Trust 0.01% 80150 SH 2026年8月8日 每日
IWM · iShares Trust 0.00% 181376 SH 2026年8月8日 每日
DFAS · Dimensional ETF Trust 0.00% 34896 NS 2026年4月30日 N-PORT
RSSL · Global X Funds 0.00% 3171 NS 2026年4月30日 N-PORT
ITWO · ProShares Trust 0.00% 322 NS 2026年5月31日 N-PORT
DFAT · Dimensional ETF Trust 0.00% 24687 NS 2026年4月30日 N-PORT
UWM · ProShares Trust 0.00% 252 NS 2026年5月31日 N-PORT
URTY · ProShares Trust 0.00% 254 NS 2026年5月31日 N-PORT
DFAC · Dimensional ETF Trust 0.00% 25910 NS 2026年4月30日 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.00% 366 NS 2026年5月31日 N-PORT
HDG · ProShares Trust 0.00% 6 NS 2026年5月31日 N-PORT
DFSU · Dimensional ETF Trust 0.00% 720 NS 2026年4月30日 N-PORT
DCOR · Dimensional ETF Trust 0.00% 882 NS 2026年4月30日 N-PORT
DFUS · Dimensional ETF Trust 0.00% 1051 NS 2026年4月30日 N-PORT
VXF · VANGUARD INDEX FUNDS 0.00% 93070 SH 2026年8月8日 每日
VTI · VANGUARD INDEX FUNDS 0.00% 187610 SH 2026年8月8日 每日
VTWO · VANGUARD SCOTTSDALE FUNDS 0.00% 38402 SH 2026年8月8日 每日
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 442 SH 2026年8月8日 每日
DFAU · Dimensional ETF Trust 0.00% 16 NS 2026年4月30日 N-PORT
DXUV · Dimensional ETF Trust 0.00% 12 NS 2026年4月30日 N-PORT