OakChart

Callan Jmb Inc

CJMBIndustrials·Integrated Freight & Logistics·USA·Nano·NASD·Nov 11 • 3:59 PM ET

0.3091+0.0222 (7.74%)
2026-11-12 01:44 CET
Market cap
3.30 USD m
Revenue, TTM
5.09 USD m
Net income, TTM
-9.77 USD m
Free cash flow, TTM
-4.74 USD m
EPS diluted, TTM
-1.93
P/E
-
Compare

Price

CJMB against its 20, 50 and 200-day averages
2050200
1.002.003.004.0059.9M119.8MVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26CJMBclose 0.3120-day 0.6850-day 1.62200-day 1.450.31

94.5% under the 52-week high of 5.61 on 15 Jan 2026. 52-week low 0.26 on 2 Nov 2026. Last 15 sessions, 153.1% high to low

Volume 0.06× normal · the line is the 50-bar volume average

Profile

CJMB
52-week range, 1% of the way up
0.265.61

Callan JMB, Inc. engages in a vertically integrated logistics and fulfillment ecosystem that utilizes advanced predictive technology for the supply chain by guaranteeing the safety, effectiveness, and potency of every product handled to ensure product integrity, and to provide immediate response in time sensitive industries while ensuring environmental responsibility. The company was founded by Wayne Williams in 2006 and is headquartered in Spring Branch, TX.

Employees20
IPOFeb 05, 2025
Beta0.42
ATR, 14d0.14
Rel volume0.06
Short float4.40%
Insider own56.61%
Inst own7.23%

Snapshot

6 groups

Valuation

Index-
Market Cap3.30M
Enterprise Value4.58M
Income-9.77M
Sales5.09M
Book/sh0.12
Cash/sh0.08
Dividend Est.-
Dividend TTM-
Dividend Ex-Date-
Dividend Gr. 3/5Y- -
Payout-
Employees20
IPOFeb 05, 2025

Ratios

P/E-
Forward P/E-
PEG-
P/S0.65
P/B2.57
P/C3.83
P/FCF-
EV/EBITDA-
EV/Sales0.90
Quick Ratio1.10
Current Ratio1.25
Debt/Eq3.15
LT Debt/Eq2.63
Option/ShortNo / Yes

Earnings

EPS (ttm)-1.93
EPS next Y-
EPS next Q-
EPS this Y-
EPS next Y-
EPS next 5Y-
EPS past 3/5Y- -
Sales past 3/5Y-36.89% -
EPS Y/Y TTM-80.48%
Sales Y/Y TTM-13.77%
EPS Q/Q30.04%
Sales Q/Q-17.40%
Earnings-
EPS/Sales Surpr.- -

Ownership

Insider Own56.61%
Insider Trans0.17%
Inst Own7.23%
Inst Trans-3.27%
ROA-145.66%
ROE-300.33%
ROIC-395.16%
Gross Margin39.94%
Oper. Margin-135.47%
Profit Margin-191.97%
SMA20-54.70%
SMA50-80.97%
SMA200-78.62%
Trades-

Technical

Shs Outstand5.66M
Shs Float4.63M
Short Float4.40%
Short Ratio0.05
Short Interest0.20M
52W High5.61 -94.49%
52W Low0.26 18.88%
Volatility12.74% 22.97%
ATR (14)0.14
RSI (14)21.55
Beta0.42
Rel Volume0.06
Avg Volume3.74M
Volume220,319

Performance

Perf Week-7.62%
Perf Month-85.62%
Perf Quarter-86.56%
Perf Half Y-69.09%
Perf YTD-72.15%
Perf Year-92.05%
Perf 3Y-
Perf 5Y-
Perf 10Y-
Recom-
Target Price-
Prev Close0.29
Price0.31
Change %7.74%

Peers

Mkt cap
TickerCompanyMkt cap
CYRXCryoPort Inc1.04B
HXHXHaoxin Holdings Ltd2.42M
CTNTCheetah Net Supply Chain Service Inc2.22M
BTOCArmlogi Holding Corp5.20M
QNMEQuanome Technologies Inc11.77M
FWRDForward Air Corp581.89M
RLGTRadiant Logistics Inc457.58M
AZTAAzenta Inc2.14B
COLDAmericold Realty Trust Inc4.62B
CAHCardinal Health Inc64.13B

Insider trading

12 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Dial GeraldDirectorDec 30 '25Buy0.7610,0007,62012,000Jun 01 10:49 AM
Croyle David JChief Medical OfficerMar 20 '26Buy1.7510,19517,841800,000Mar 26 06:19 PM
Croyle David JChief Medical OfficerMar 06 '26Buy1.7614,80526,086789,805Mar 10 07:16 PM
Dial GeraldDirectorDec 30 '25Buy1.202,0002,4092,000Jan 06 11:51 AM
Williams Wayne DCEO, Chairman and PresidentDec 16 '25Buy1.735,0008,65084,355Dec 18 07:54 PM
Williams Wayne DCEO, Chairman and PresidentDec 15 '25Buy1.7010,81018,37779,355Dec 15 08:14 PM
Williams Wayne DCEO, Chairman and PresidentDec 12 '25Buy1.754,9268,6202,267,488Dec 15 08:14 PM
Williams Wayne DCEO, Chairman and PresidentDec 11 '25Buy1.79621112,262,562Dec 15 08:14 PM
Williams Wayne DCEO, Chairman and PresidentDec 11 '25Buy1.6530,85650,91268,545Dec 12 04:56 PM
Williams Wayne DCEO, Chairman and PresidentDec 10 '25Buy1.6513,68922,58738,689Dec 12 04:56 PM
Duke Liberty SmithDirectorDec 08 '25Buy1.569001,404900Dec 10 08:17 PM
Duke Liberty SmithDirectorDec 09 '25Buy1.526129301,512Dec 10 08:17 PM

Held by

AUM
TickerCompanyAUM
VXFVanguard Extended Market Index ETFAUM: 30.47B

News

latest 14 of 122
  • Callan JMB Receives QuickStrip Manufacturing Equipment, Projects Up to $15 Million in Revenue Over 18 Months (InvestorsHub) -16.67%
  • Callan JMB Announces Arrival of Rapid Dose Therapeutics' QuickStrip, Resulting in $15 Million in Projected Revenue Over the Next 18 months (GlobeNewswire)
  • Callan JMB to Break Ground on IV Bag Manufacturing Facility Fully Funded by Non-Dilutive and Non-Interest-Bearing Third-Party Partnership (GlobeNewswire)
  • Rapid Dose Therapeutics Ships QuickStrip(TM) Production Line to Callan JMB's Texas cGMP Facility (Newsfile) -22.88%
  • Callan JMB Advances IV Bag Manufacturing Facility with Projected $450 Million in Annual Revenue (GlobeNewswire) -65.63%
  • Callan JMB Advances U.S. Pharmaceutical Manufacturing at the Atlas Complex and Expands into North American Equipment Distribution and Assembly (GlobeNewswire)
  • Callan Power to Acquire Williston Basin Non-Operated Oil and Gas Assets with $48 Million Proved PV-10 and $83 Million 3P PV-10 from The Pfanenstiel Company, Significantly Expanding Energy Assets (GlobeNewswire)
  • Callan JMB Designates Andy Weigman to Join Callan Power's Oil and Gas Development Efforts; Weigman Brings Experience on More Than $1 Billion in Sourced Acquisition Opportunities and Extensive Williston Basin Operational Expertise (GlobeNewswire) -5.73%
  • Callan JMB Retains Northern Oil and Gas Founder Michael Reger as President of Callan Power; Northern Oil and Gas Now Valued at Approximately $2.9 Billion (GlobeNewswire) -8.84%
  • Callan JMB's Callan Power to Acquire Reger Oil Assets in The Williston Basin; Northern Oil and Gas Former CEO and Founder Michael Reger Named President of Callan Power and Board Member (GlobeNewswire)
  • Callan JMB Inc. Regains Compliance with Nasdaq's Minimum Bid Price Requirement (GlobeNewswire) +13.08%
  • Callan JMB, Bia Power Systems and Alabama State University Announce $60 Million Advanced Electrical Manufacturing Venture in Brewton, Alabama (GlobeNewswire)
  • Callan JMB Continues Longstanding Emergency Preparedness Support for the City of Chicago During Lollapalooza Weekend (GlobeNewswire) +25.48%
  • Callan JMB Announces Formation of Callan Power to Advance Domestic Manufacturing of Critical Electrical Infrastructure (GlobeNewswire) +27.69%

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
No quarterly earnings.

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
No annual earnings.

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
No estimate revisions.

Estimate history

EPS, annual1.4540.51-0.516-1.64-1.9322
Period2022202320242025TTM
EPS, quarterly-0.027-0.188-0.291-0.279-0.312-0.591-0.534-0.59-0.218
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Sales, annual22.76713.2026.5635.7235.09
Period2022202320242025TTM
Sales, quarterly1.9861.4351.3521.4491.6661.4471.1611.1061.376
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Shares, annual4.284.284.4444.8595.665
Period2022202320242025MRQ
Shares, quarterly4.284.284.4444.4444.4814.6234.8595.6465.665
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY
Total Revenue5.095.726.5613.2022.77
Cost of Goods Sold Incl. D&A3.063.774.147.6613.38
Gross Profit2.031.952.425.559.38
Selling, General and Administrative Excl. Other8.938.454.693.343.09
Other Operating Expense0.000.000.000.000.00
Operating Income-6.90-6.49-2.272.206.30
Interest Expense0.010.000.010.010.01
Unusual Expense2.310.910.000.000.00
Net Income Before Taxes-9.77-7.97-2.272.206.30
Income Taxes0.00-0.000.030.020.07
Consolidated Net Income-9.77-7.97-2.292.186.22
Net Income From Continuing Operations-9.77-7.97-2.292.186.22
Net Income-9.77-7.97-2.292.186.22
EPS (Recurring)-1.44-1.51-0.520.511.45
EPS (Basic, Before Extraordinaries)-1.93-1.64-0.520.511.45
EPS (Diluted)-1.93-1.64-0.520.511.45
EBITDA-6.75-6.34-2.132.306.37
Non-Operating Income (Expense)-0.56-0.560.010.010.00
Other After Tax Adjustments0.000.000.000.000.00
Stock Option Compensation Expense1.281.23---
Price To Sales Ratio0.890.94---
Gross Margin39.9434.1236.8642.0141.21
Operating Margin-135.47-113.44-34.6616.6827.66
Net Margin-191.97-139.19-34.9516.5227.32
Shares Outstanding5.664.864.444.284.28
Market Capitalization3.303.30---

Income statement, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q12024Q42024Q3
Total Revenue1.381.111.161.451.671.451.351.44
Cost of Goods Sold Incl. D&A0.620.680.810.951.020.870.971.01
Gross Profit0.760.430.350.490.640.580.380.43
Selling, General and Administrative Excl. Other2.102.132.322.372.051.821.661.21
Other Operating Expense0.000.000.000.000.000.000.000.00
Operating Income-1.35-1.70-1.97-1.88-1.40-1.24-1.27-0.78
Interest Expense0.000.000.000.000.000.00-0.00
Unusual Expense-0.121.520.290.620.000.000.000.00
Net Income Before Taxes-1.23-3.21-2.60-2.73-1.40-1.24-1.27-0.78
Income Taxes0.000.00-0.000.00-0.000.000.030.03
Consolidated Net Income-1.23-3.22-2.59-2.73-1.40-1.24-1.30-0.80
Net Income From Continuing Operations-1.23-3.22-2.59-2.73-1.40-1.24-1.30-0.80
Net Income-1.23-3.22-2.59-2.73-1.40-1.24-1.30-0.80
EPS (Recurring)-0.23-0.39-0.49-0.50-0.31-0.28-0.29-0.19
EPS (Basic, Before Extraordinaries)-0.22-0.59-0.53-0.59-0.31-0.28-0.29-0.19
EPS (Diluted)-0.22-0.59-0.53-0.59-0.31-0.28-0.29-0.19
EBITDA-1.31-1.66-1.94-1.84-1.36-1.20-1.24-0.75
Non-Operating Income (Expense)0.000.00-0.34-0.230.000.000.000.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense0.250.310.320.400.330.26--
Price To Sales Ratio0.891.270.943.813.893.21--
Gross Margin55.0738.6230.5334.0938.6439.8828.3629.87
Operating Margin-97.84-153.79-169.61-129.87-84.18-85.44-94.17-54.41
Net Margin-89.51-290.65-223.43-188.77-83.87-85.59-95.81-56.08
Shares Outstanding5.665.654.864.624.484.444.444.28
Market Capitalization3.30-------

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY
Cash & Short Term Investments2.132.105.166.19
Short Term Receivables0.340.652.927.87
Inventories0.240.160.110.08
Other Current Assets0.340.280.240.23
Total Current Assets3.063.188.4314.37
Net Property, Plant & Equipment2.721.761.250.88
Total Investments and Advances0.000.000.000.00
Intangible Assets0.000.00--
Other Assets0.000.140.030.00
Total Assets5.785.089.7115.25
Short Term Debt Incl. Current Port. of LT Debt0.340.280.270.28
Accounts Payable0.560.880.420.67
Income Tax Payable0.020.030.070.16
Other Current Liabilities0.490.090.01-0.00
Total Current Liabilities1.411.280.771.11
Long Term Debt1.660.630.130.13
Provision for Risks Charges0.000.000.000.00
Other Liabilities0.370.000.010.00
Total Liabilities3.451.910.911.24
Non-Equity Reserves0.000.000.000.00
Preferred Stock - Carrying Value0.000.000.000.00
Common Equity2.333.178.8014.01
Total Shareholders Equity2.333.178.8014.01
Accumulated Minority Interest0.000.000.000.00
Total Equity2.333.178.8014.01
Total Liabilities & Stockholders Equity5.785.089.7115.25
Book Value Per Share0.480.712.053.27
Tangible Book Value Per Share0.480.712.053.27
Full-Time Employees20---
Price to Book Ratio2.57---
Return on Assets-146.73-31.0217.48-
Return on Equity-289.61-38.3319.13-
Return on Invested Capital-199.59-60.3324.4343.99
Quick Ratio1.992.3610.8012.87
Current Ratio2.162.4910.9512.94

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY
Net Income-9.77-7.97-2.292.186.22
Depreciation0.150.150.140.100.07
Other Funds (Non Cash)4.623.22-0.130.280.10
Funds from Operations-5.00-4.59-2.282.566.39
Extraordinary Item0.000.000.000.000.00
Changes in Working Capital0.500.042.824.432.97
Income Taxes Payable-0.00-0.04-0.040.07
Cash from Operating Activities-4.50-4.550.547.009.36
Capital Expenditures-0.24-0.62-0.05-0.49-0.42
Net Assets From Acquisitions0.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.00
Purchase or Sale of Investments0.000.000.000.000.00
Purchase of Investments0.000.000.000.000.00
Sale Or Maturity of Investments0.000.000.000.000.00
Other Uses0.000.000.000.000.00
Other Sources0.000.000.000.000.00
Cash from Investing Activities-0.24-0.62-0.05-0.49-0.42
Cash Dividends Paid0.000.000.000.000.00
Change in Capital Stock1.425.18-0.11-0.030.00
Repurchase of Common Pref Stock0.000.000.000.000.00
Sale of Common Pref Stock1.425.18-0.11-0.030.00
Proceedsfrom Stock Options1.425.18-0.11-0.030.00
Issuance or Reduction of Debt, Net0.000.00-0.12-0.12-0.17
Change in Long Term Debt0.000.000.000.000.00
Issuance of Long Term Debt0.000.000.000.000.00
Reduction of Long Term Debt0.000.000.000.000.00
Net Financing Active Other Cash Flow-0.050.02-3.32-7.40-4.39
Other Financing Activities Uses-0.050.00-3.33-7.40-4.45
Cash from Financing Activities1.375.20-3.55-7.54-4.57
Net Change in Cash-3.360.03-3.06-1.044.37
Free Cash Flow-4.74-5.160.496.518.94
Preferred Dividends (Cash Flow)-0.000.000.000.00
Deferred Taxes & Investment Tax Credit-0.000.000.000.00

Balance sheet, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q1
Cash & Short Term Investments0.861.422.132.794.225.22
Short Term Receivables0.260.820.340.950.610.83
Inventories0.200.220.240.220.200.22
Other Current Assets0.410.580.340.330.550.53
Total Current Assets1.733.033.064.295.596.80
Net Property, Plant & Equipment2.592.682.723.443.381.65
Total Investments and Advances0.000.000.000.000.000.00
Intangible Assets-0.000.000.000.000.00
Other Assets0.130.000.000.000.000.00
Total Assets4.455.715.787.748.978.46
Short Term Debt Incl. Current Port. of LT Debt0.350.340.340.370.330.24
Accounts Payable0.600.580.560.320.430.39
Income Tax Payable0.030.020.020.030.030.03
Other Current Liabilities0.410.570.490.480.520.40
Total Current Liabilities1.391.521.411.191.311.05
Long Term Debt1.791.891.661.751.830.59
Provision for Risks Charges0.000.000.000.000.000.00
Other Liabilities0.590.710.370.620.000.01
Total Liabilities3.774.113.453.563.141.65
Non-Equity Reserves0.000.000.000.000.000.00
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity0.681.602.334.185.836.81
Total Shareholders Equity0.681.602.334.185.836.81
Accumulated Minority Interest0.000.000.000.000.000.00
Total Equity0.681.602.334.185.836.81
Total Liabilities & Stockholders Equity4.455.715.787.748.978.46
Book Value Per Share0.120.280.480.901.301.53
Tangible Book Value Per Share0.120.280.480.901.301.53
Full-Time Employees--20---
Price to Book Ratio2.57-----
Return on Assets-145.66-140.29-146.66-94.42-59.11-46.62
Return on Equity-300.33-236.39-289.47-155.17-85.80-56.91
Return on Invested Capital-49.82-92.23-64.97-46.13-18.26-16.76
Quick Ratio1.101.861.993.424.116.28
Current Ratio1.252.002.163.604.266.49

Cash flow, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q1
Net Income-1.23-3.22-2.59-2.73-1.40-1.24
Depreciation0.040.040.030.040.040.04
Other Funds (Non Cash)0.311.821.191.290.430.31
Funds from Operations-0.88-1.35-1.37-1.40-0.93-0.89
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital0.48-0.330.71-0.360.37-0.67
Income Taxes Payable---0.01---
Cash from Operating Activities-0.40-1.68-0.66-1.76-0.56-1.56
Capital Expenditures-0.03-0.040.00-0.17-0.43-0.01
Net Assets From Acquisitions0.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.00
Purchase or Sale of Investments0.000.000.000.000.000.00
Purchase of Investments0.000.000.000.000.000.00
Sale Or Maturity of Investments0.000.000.000.000.000.00
Other Uses0.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.00
Cash from Investing Activities-0.03-0.040.00-0.17-0.43-0.01
Cash Dividends Paid0.000.000.000.000.000.00
Preferred Dividends (Cash Flow)0.000.000.000.000.000.00
Change in Capital Stock-0.071.001E-060.500.004.68
Repurchase of Common Pref Stock0.000.000.000.000.000.00
Sale of Common Pref Stock-0.071.001E-060.500.004.68
Proceedsfrom Stock Options-0.071.001E-060.500.004.68
Issuance or Reduction of Debt, Net0.000.000.000.000.000.00
Change in Long Term Debt0.000.000.000.000.000.00
Issuance of Long Term Debt0.000.000.000.000.000.00
Reduction of Long Term Debt0.000.000.000.000.000.00
Net Financing Active Other Cash Flow-0.050.000.000.000.000.02
Other Financing Activities Uses-0.050.000.000.000.000.00
Cash from Financing Activities-0.131.001E-060.500.004.70
Net Change in Cash-0.56-0.72-0.66-1.43-1.003.12
Free Cash Flow-0.43-1.72-0.66-1.93-1.00-1.58

Revenue breakdown

Emergency Preparedness2024: 3.80M 2025: 3.98M
Specialty Packaging2024: 2.76M 2025: 1.74M
United States2024: 6.56M 2025: 5.72M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-304.40%0.2M4.6M2.73M
2026-10-153.98%0.1M2.5M2.12M
2026-09-305.58%0.1M2.5M2.15M
2026-09-154.27%0.1M2.5M2.18M
2026-08-315.34%0.1M2.5M2.22M
2026-08-14-0.1M-2.28M
2026-07-31-0.2M-2.23M
2026-07-15-0.0M-287.21K
2026-06-30-0.1M-283.76K
2026-06-15-0.3M-332.97K
2026-05-29-0.1M-266.93K
2026-05-15-0.1M-144.10K
2026-04-30-0.1M-322.64K
2026-04-15-0.1M-456.00K
2026-03-31-0.1M-3.67M
2026-03-13-0.1M-3.61M
2026-02-27-0.1M-3.54M
2026-02-13-0.1M-3.53M
2026-01-30-0.0M-3.34M
2026-01-15-0.0M-3.15M

Option chain

expiry 2026-11-11
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
No option chain for this symbol.

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-02PRE 14CInformation Statement Pursuant to Section 14(c) of the Securities Exchange Act of 19342026-11-02SEC
2026-10-30EFFECTEffectiveness filing by commission orderSEC
2026-10-20POS AMPost-effective amendment to a registration statement that is not immediately effective upon filingSEC
2026-10-198-KCurrent report2026-10-16SEC
2026-10-168-KCurrent report2026-10-12SEC
2026-10-02DEF 14CInformation Statement Pursuant to Section 14(c) of the Securities Exchange Act of 19342026-10-01SEC
2026-09-16POS AMPost-effective amendment to a registration statement that is not immediately effective upon filingSEC
2026-09-11PRER14CInformation Statement Pursuant to Section 14(c) of the Securities Exchange Act of 1934SEC
2026-09-018-KCurrent report2026-08-26SEC
2026-08-318-KCurrent report2026-08-26SEC
2026-08-248-KCurrent report2026-08-19SEC
2026-08-208-KCurrent report2026-08-18SEC
2026-08-17PRER14CInformation Statement Pursuant to Section 14(c) of the Securities Exchange Act of 1934SEC
2026-08-1410-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-07-31PRE 14CInformation Statement Pursuant to Section 14(c) of the Securities Exchange Act of 19342026-07-31SEC
2026-07-028-KCurrent report2026-06-29SEC
2026-06-118-KCurrent report2026-06-05SEC
2026-06-05EFFECTEffectiveness filing by commission orderSEC
2026-06-03CORRESPSEC
2026-06-02UPLOADUpload SubmissionSEC
2026-06-014Statement of changes in beneficial ownership of securities2026-05-27SEC
2026-05-278-KCurrent report2026-05-26SEC
2026-05-26S-3Registration statement for specified transactions by certain issuers including face-amount certificate companiesSEC
2026-05-26S-8Initial registration statement for securities to be offered to employees pursuant to employee benefit plansSEC
2026-05-1510-QQuarterly report pursuant to Section 13 or 15(d)2026-03-31SEC
2026-05-13SCHEDULE 13G/ASEC
2026-04-108-KCurrent report2026-04-07SEC
2026-03-3110-KAnnual report pursuant to Section 13 or 15(d)2025-12-31SEC
2026-03-318-KCurrent report2026-03-31SEC
2026-03-264Statement of changes in beneficial ownership of securities2026-03-20SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-080000
2026-070000
2026-060000
2026-050000
2026-040000
2026-0343.93K200
2026-020000
2026-010000
2025-12121.62K1000
2025-110000

Institutional holders

Manager% owned
Creative Planning4.44%
GEODE CAPITAL MANAGEMENT, LLC3.54%
HighTower Advisors, LLC0.22%
UBS Group AG0.08%
VALLEY NATIONAL ADVISERS INC0.00%

Funds

Fund% owned
Fidelity Nasdaq Composite Index Fund3.10%
Fidelity Extended Market Index Fund0.42%
Fidelity Series Total Market Index Fund0.04%

OakChart. CJMB. Cached 15 minutes.

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