OakChart

U.S. Global Investors Inc

GROWFinancial·Asset Management·USA·Nano·NASD·Nov 11 • 3:59 PM ET

2.57+0.01 (0.39%)
2026-11-12 02:10 CET
Market cap
31.61 USD m
Revenue, TTM
7.76 USD m
Net income, TTM
3.06 USD m
Free cash flow, TTM
0.68 USD m
EPS diluted, TTM
0.25
P/E
10.19
Compare

Price

GROW against its 20, 50 and 200-day averages
2050200earnings
2.502.753.003.2567K133KVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26GROWclose 2.5720-day 2.6350-day 2.82200-day 2.922.57

29.6% under the 52-week high of 3.65 on 29 Jan 2026. 52-week low 2.23 on 18 Nov 2025. Last 15 sessions, 13.1% high to low

Volume 0.23× normal · the line is the 50-bar volume average

Profile

GROW
52-week range, 24% of the way up
2.233.65

U.S. Global Investors, Inc. engages in the provision of investment advisory services. It operates through the Investment Management Services and Corporate Investments segments. The Investment Management Services segment offers a range of investment management products and services for individual and institutional investors. The Corporate Investments segment invests in its own accounts to add growth and value to its cash position. The company was founded in 1968 and is headquartered in San Antonio, TX.

Employees21
IPOApr 24, 1985
Beta0.64
ATR, 14d0.10
Rel volume0.23
Short float0.05%
Insider own22.37%
Inst own35.00%

Snapshot

6 groups

Valuation

Index-
Market Cap31.60M
Enterprise Value6.42M
Income3.06M
Sales7.76M
Book/sh3.66
Cash/sh2.06
Dividend Est.-
Dividend TTM0.10 (3.74%)
Dividend Ex-DateNov 16, 2026
Dividend Gr. 3/5Y0.00% 12.47%
Payout37.38%
Employees21
IPOApr 24, 1985

Ratios

P/E10.19
Forward P/E-
PEG-
P/S4.07
P/B0.70
P/C1.25
P/FCF46.47
EV/EBITDA2.78
EV/Sales0.83
Quick Ratio19.71
Current Ratio19.71
Debt/Eq0.00
LT Debt/Eq0.00
Option/ShortYes / Yes

Earnings

EPS (ttm)0.25
EPS next Y-
EPS next Q-
EPS this Y-
EPS next Y-
EPS next 5Y-
EPS past 3/5Y3.83% -35.28%
Sales past 3/5Y-21.88% -27.74%
EPS Y/Y TTM1050.00%
Sales Y/Y TTM-12.47%
EPS Q/Q-64.75%
Sales Q/Q-124.16%
EarningsNov 13 BMO
EPS/Sales Surpr.- -

Ownership

Insider Own22.37%
Insider Trans6.45%
Inst Own35.00%
Inst Trans-4.47%
ROA6.30%
ROE6.76%
ROIC6.75%
Gross Margin99.46%
Oper. Margin29.18%
Profit Margin39.35%
SMA20-2.26%
SMA50-8.85%
SMA200-11.97%
Trades-

Technical

Shs Outstand10.28M
Shs Float9.55M
Short Float0.05%
Short Ratio0.26
Short Interest0.00M
52W High3.65 -29.59%
52W Low2.23 15.25%
Volatility3.80% 3.81%
ATR (14)0.10
RSI (14)40.20
Beta0.64
Rel Volume0.23
Avg Volume17.28K
Volume4,058

Performance

Perf Week-4.46%
Perf Month-10.14%
Perf Quarter-17.89%
Perf Half Y0.78%
Perf YTD6.64%
Perf Year5.76%
Perf 3Y-6.88%
Perf 5Y-60.40%
Perf 10Y68.03%
Recom-
Target Price-
Prev Close2.56
Price2.57
Change %0.39%

Peers

Mkt cap
TickerCompanyMkt cap
HNNAHennessy Advisors Inc80.22M
WHGWestwood Holdings Group Inc177.31M
WTWisdomTree Inc3.23B
SAMGSilvercrest Asset Management Group Inc131.59M
ABAllianceBernstein Holding Lp3.12B
VCTRVictory Capital Holdings Inc7.77B
GEGGreat Elm Group Inc66.32M
MLCIMount Logan Capital Inc39.72M
TGEGeneration Essentials Group13.35M
RMCORoyalty Management Holding Corp33.23M

Insider trading

latest 14 of 29
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Pilecki Derek StevenControl PersonNov 06 '26Buy2.5033,03482,6911,162,333Nov 09 02:37 PM
Gator Capital Management, LLC10% OwnerNov 02 '26Buy2.582887431,129,299Nov 03 04:07 PM
Pilecki Derek StevenControl PersonNov 03 '26Buy2.582887431,129,299Nov 03 04:07 PM
Gator Capital Management, LLC10% OwnerOct 23 '26Buy2.584,53211,6921,129,011Oct 26 02:18 PM
Pilecki Derek StevenControl PersonOct 23 '26Buy2.584,53211,6921,129,011Oct 26 02:09 PM
Gator Capital Management, LLC10% OwnerOct 20 '26Buy2.572,8867,4171,124,479Oct 22 10:32 AM
Pilecki Derek Steven10% OwnerOct 20 '26Buy2.572,8867,4171,124,479Oct 22 10:29 AM
Pilecki Derek StevenControl PersonJun 02 '26Buy2.5920,49653,1771,121,263Jun 04 10:21 AM
Pilecki Derek StevenControl PersonJun 03 '26Buy2.603308581,121,593Jun 04 10:21 AM
Gator Capital Management, LLC10% OwnerJun 02 '26Buy2.5920,49653,1771,121,263Jun 04 10:18 AM
Gator Capital Management, LLC10% OwnerJun 03 '26Buy2.603308581,121,593Jun 04 10:18 AM
Gator Capital Management, LLC10% OwnerMay 21 '26Buy2.5523,91060,9271,099,391Jun 02 04:38 PM
Gator Capital Management, LLC10% OwnerMay 11 '26Buy2.625,35414,0261,071,476Jun 02 04:38 PM
Gator Capital Management, LLC10% OwnerMay 13 '26Buy2.553,6019,1941,075,481Jun 02 04:38 PM

Held by

AUM
TickerCompanyAUM
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
VXFVanguard Extended Market Index ETFAUM: 30.47B
BSVOEA Bridgeway Omni Small-Cap Value ETFAUM: 2.44B
DFMCU.S. Micro Cap Portfolio ETF Class SharesAUM: 212.10M
DFACU.S. Core Equity 2 Portfolio-ETF Class SharesAUM: 49.14B
DCORUS Core Equity 1 Portfolio ETF Class SharesAUM: 3.65B
DFASU.S. Small Cap Portfolio-ETF Class SharesAUM: 15.51B
DXUVUS Vector Equity Portfolio ETF Class SharesAUM: 665.71M
DFUSDimensional U.S. Equity Market ETFAUM: 21.40B
DFSUDimensional US Sustainability Core 1 ETFAUM: 2.38B

News

latest 14 of 200

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q32026-06-08--0.2252.76--
2026Q22026-02-20---0.0662.51--
2026Q12025-11-12--0.1162.30--
2025Q32025-05-08---0.0292.10--
2025Q22025-02-12---0.0062.23--
2025Q12024-11-07--0.0232.16--
2024Q32024-05-09---0.0032.59--
2024Q22024-02-09--0.0862.80--
2024Q12023-12-15---0.0123.10--
2023Q32023-06-23--0.1113.62--
2023Q22023-06-12--0.0583.73--
2023Q12022-11-14--0.0074.40--
2022Q32022-05-10---0.0566.20--
2022Q22022-02-18--0.2396.57--
2022Q12022-01-12--0.1596.52--
2021Q42021-12-09--0.3167.30--

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2010FY0.3500.3870.35035.0335.90
2011FY0.510-0.51041.93-
2012FY0.100-0.10023.85-
2013FY-0.010--0.01018.67-
2014FY-0.047--0.06011.44-

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
No estimate revisions.

Estimate history

EPS, annual0.04-0.224-0.312.1210.2290.2150.094-0.0250.241
Period201820192020202120222023202420252026
EPS, quarterly0.0230.023-0.006-0.029-0.0140.116-0.0660.225-0.023
PeriodQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26
Sales, annual6.9363.4824.47639.40628.75316.2855.2798.877.764
Period201820192020202120222023202420252026
Sales, quarterly2.6632.362.4012.2371.8714.235-0.1314.111-0.452
PeriodQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26
Shares, annual15.14515.13115.0815.03714.95714.56513.82213.05112.345
Period201820192020202120222023202420252026
Shares, quarterly13.82213.63113.40213.22213.05112.89912.64512.47412.345
PeriodQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26

Income statement, annual

Currency USD, millions
MetricTTM2026FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY
Total Revenue7.767.768.875.2816.2928.7539.414.483.48
Total Expenses5.505.4911.595.9014.0025.523.588.898.01
Operating Income2.272.28-2.72-0.622.283.2435.83-4.41-4.52
Unusual Expense0.000.000.000.000.000.00-0.440.280.11
Net Income Before Taxes3.883.88-0.261.924.084.9737.44-4.64-4.27
Income Taxes0.830.830.070.580.931.535.48-0.17-0.98
Consolidated Net Income3.063.06-0.331.333.153.4431.96-4.46-3.29
Net Income From Continuing Operations3.063.06-0.331.333.153.4431.96-4.46-3.29
Net Income3.063.06-0.331.333.153.4431.96-4.68-3.39
EPS (Recurring)0.250.24-0.030.090.220.232.10-0.30-0.22
EPS (Basic, Before Extraordinaries)0.250.24-0.030.090.220.232.12-0.31-0.22
EPS (Diluted)0.250.24-0.030.090.220.232.12-0.31-0.22
Non-Operating Income (Expense)1.631.612.462.541.801.731.170.060.37
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Stock Option Compensation Expense-0.010.12-0.000.580.040.000.00
Price To Earnings Ratio10.1910.19260.0024.3914.4112.072.92--
Price To Sales Ratio4.965.103.917.012.752.312.376.417.87
Gross Margin99.4699.4699.3196.2998.51----
Operating Margin29.1829.33-30.71-11.8014.0211.2690.92-98.61-129.90
Net Margin39.3539.35-3.7725.2519.3411.9681.11-104.65-97.30
Shares Outstanding12.3412.3413.0513.8214.5714.9615.0415.0815.13
Market Capitalization31.6131.6134.1836.3144.6166.2493.1428.5528.83

Income statement, quarterly

Currency USD, millions
Metric2026Q42026Q32026Q22026Q12025Q42025Q32025Q22025Q1
Total Revenue-0.454.11-0.134.241.872.242.402.36
Total Expenses0.172.67-0.112.772.963.053.002.65
Operating Income-0.621.45-0.021.46-1.09-0.81-0.59-0.29
Unusual Expense0.000.000.000.000.000.000.000.00
Net Income Before Taxes-0.331.830.541.84-0.34-0.24-0.120.44
Income Taxes-0.04-0.841.380.34-0.160.14-0.030.12
Consolidated Net Income-0.282.68-0.851.51-0.18-0.38-0.090.32
Net Income From Continuing Operations-0.282.68-0.851.51-0.18-0.38-0.090.32
Net Income-0.282.68-0.851.51-0.18-0.38-0.090.32
EPS (Recurring)-0.020.23-0.070.12-0.01-0.03-0.010.02
EPS (Basic, Before Extraordinaries)-0.020.23-0.070.12-0.01-0.03-0.010.02
EPS (Diluted)-0.020.23-0.070.12-0.01-0.03-0.010.02
Non-Operating Income (Expense)0.290.390.560.390.760.560.480.72
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense-0.000.000.010.070.050.01-
Price To Earnings Ratio10.19370.1536.19-260.0061.4118.8919.97
Price To Sales Ratio4.962.923.753.323.833.057.867.09
Gross Margin102.2199.76108.4099.74---99.07
Operating Margin136.5035.1517.5634.47-58.42-36.21-24.78-12.20
Net Margin62.6165.12645.8035.58-9.67-17.08-3.5813.35
Shares Outstanding12.3412.4712.6412.9013.0513.2213.4013.63
Market Capitalization31.6131.1330.8235.6434.1830.1833.0035.30

Balance sheet, annual

Currency USD, millions
Metric2026FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Cash & Short Term Investments25.3325.5528.4026.4035.4521.769.2810.517.36
Short Term Receivables1.883.331.781.822.184.680.970.511.45
Investment Securities0.000.000.000.000.000.000.000.000.00
Securities In Custody0.000.000.000.000.000.000.000.000.00
Investments17.4016.0618.0623.6017.7833.446.428.5717.47
Investment in Unconsolidated Affiliates0.000.000.000.000.000.530.160.310.28
Net Property, Plant & Equipment1.181.111.191.201.461.421.601.711.97
Deferred Tax Assets2.141.552.172.241.62----
Other Intangible Assets0.790.750.700.730.620.450.382.140.39
Total Assets48.7148.3452.3055.9959.1262.2818.8223.7428.93
Total Debt0.150.080.040.070.470.040.540.000.00
Long Term Debt0.120.070.010.040.450.000.040.000.00
Provision for Risks Charges0.000.000.000.000.000.000.000.000.00
Deferred Tax Liabilities0.690.300.330.320.752.80-0.131.10
Other Liabilities2.732.762.923.584.115.111.521.431.77
Total Liabilities3.573.143.293.975.337.952.051.562.87
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.000.00
Common Equity45.1445.2149.0152.0253.7854.3216.7621.7125.54
Total Shareholders Equity45.1445.2149.0152.0253.7854.3216.7621.7125.54
Accumulated Minority Interest0.000.000.000.000.000.000.000.470.52
Total Equity45.1445.2149.0152.0253.7854.3216.7622.1826.06
Total Liabilities & Stockholders Equity48.7148.3452.3055.9959.1262.2818.8223.7428.93
Book Value Per Share3.663.463.553.573.603.611.111.431.69
Tangible Book Value Per Share3.663.463.553.573.603.611.111.431.69
Full-Time Employees212426242223232624
Price to Book Ratio0.700.750.730.881.171.711.711.270.80
Return on Assets6.30-0.662.465.475.6778.83-20.98-12.502.38
Return on Equity6.76-0.712.635.956.3689.92-23.20-13.932.62
Return on Invested Capital6.75-0.742.726.056.3458.83-27.87-15.602.53
Quick Ratio19.7122.2119.3014.279.205.205.259.149.66
Current Ratio19.7122.2119.3014.279.205.205.259.149.66

Cash flow, annual

Currency USD, millions
MetricTTM2026FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY
Funds from Operations0.010.010.241.693.828.945.04-4.13-3.97
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital0.740.74-1.06-0.70-0.911.60-0.27-0.120.32
Cash from Operating Activities0.740.74-0.820.992.9110.544.77-4.25-3.65
Capital Expenditures-0.06-0.06-0.01-0.21-0.01-0.22-0.070.000.00
Net Assets From Acquisitions0.000.000.000.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.000.000.750.00
Purchase or Sale of Investments1.931.931.064.372.69-0.808.72-0.12-1.76
Purchase of Investments-1.21-1.21-1.25-0.81-0.66-6.74-17.00-0.12-2.07
Sale Or Maturity of Investments3.143.142.315.183.355.9425.720.010.31
Other Uses0.000.00-0.020.000.000.000.000.000.00
Other Sources0.260.260.020.260.000.000.000.200.04
Cash from Investing Activities2.122.121.064.422.67-1.028.650.83-1.73
Cash Dividends Paid-1.14-1.14-1.21-1.28-1.33-1.24-0.64-0.45-0.45
Change in Capital Stock-1.90-1.90-1.90-2.10-1.14-0.40-0.30-0.11-0.02
Repurchase of Common Pref Stock-1.97-1.97-1.97-2.17-1.20-0.45-0.31-0.11-0.02
Sale of Common Pref Stock0.070.070.070.070.060.050.010.000.00
Proceedsfrom Stock Options0.070.070.070.070.060.050.010.000.00
Issuance or Reduction of Debt, Net-0.03-0.030.04-0.03-0.030.000.000.440.00
Change in Long Term Debt-0.03-0.030.04-0.03-0.030.00--0.00
Issuance of Long Term Debt--0.07------
Reduction of Long Term Debt-0.03-0.03-0.03-0.03-0.030.00--0.00
Net Financing Active Other Cash Flow-0.02-0.02-0.020.000.000.000.000.000.00
Other Financing Activities Uses-0.02-0.02-0.020.000.000.000.000.000.00
Cash from Financing Activities-3.09-3.09-3.08-3.41-2.50-1.64-0.94-0.12-0.47
Exchange Rate Effect--------0.00
Net Change in Cash-0.22-0.22-2.852.003.097.8812.47-3.54-5.85
Free Cash Flow0.680.68-0.830.782.9010.314.69-4.25-3.65
Preferred Dividends (Cash Flow)-0.000.000.000.000.000.000.000.00
Price to Free Cash Flow----28.667.3123.01--

Balance sheet, quarterly

Currency USD, millions
Metric2026Q42026Q32026Q22026Q12025Q42025Q3
Cash & Short Term Investments25.3325.5726.2325.5925.5527.26
Short Term Receivables1.881.661.603.383.331.70
Investments17.4018.1216.6617.2516.0615.92
Investment in Unconsolidated Affiliates0.000.000.000.000.000.00
Net Property, Plant & Equipment1.181.181.181.171.111.13
Deferred Tax Assets2.141.480.650.941.551.90
Other Intangible Assets0.790.910.910.600.750.85
Total Assets48.7148.9247.2248.9348.3448.76
Total Debt0.150.150.160.170.080.02
Long Term Debt0.120.130.130.140.070.00
Provision for Risks Charges0.000.000.000.000.000.00
Deferred Tax Liabilities0.690.080.090.070.300.01
Other Liabilities2.732.642.802.702.762.63
Total Liabilities3.572.873.052.943.142.66
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity45.1446.0544.1745.9945.2146.10
Total Shareholders Equity45.1446.0544.1745.9945.2146.10
Accumulated Minority Interest0.000.000.000.000.000.00
Total Equity45.1446.0544.1745.9945.2146.10
Total Liabilities & Stockholders Equity48.7148.9247.2248.9348.3448.76
Book Value Per Share3.663.693.493.573.463.49
Tangible Book Value Per Share3.663.693.493.573.463.49
Full-Time Employees21---24-
Price to Book Ratio0.700.710.680.790.750.64
Return on Assets6.306.460.201.72-0.660.32
Return on Equity6.766.850.211.82-0.710.34
Return on Invested Capital-0.635.80-1.913.27-0.40-0.83
Quick Ratio19.7122.6821.2722.1122.2122.41
Current Ratio19.7122.6821.2722.1122.2122.41

Cash flow, quarterly

Currency USD, millions
Metric2026Q42026Q32026Q22026Q12025Q42025Q3
Funds from Operations0.220.51-0.58-0.150.67-0.42
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital-0.00-0.210.830.12-0.69-0.01
Cash from Operating Activities0.220.290.26-0.03-0.01-0.42
Capital Expenditures-0.02-0.02-0.020.00-0.000.00
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 Investments0.10-0.101.270.65-1.071.39
Purchase of Investments-0.20-0.10-0.82-0.10-1.13-0.11
Sale Or Maturity of Investments0.300.002.090.750.061.50
Other Uses0.000.000.000.00-0.020.00
Other Sources0.08-0.010.090.090.020.00
Cash from Investing Activities0.16-0.121.350.74-1.071.39
Cash Dividends Paid-0.28-0.28-0.29-0.29-0.30-0.30
Preferred Dividends (Cash Flow)0.000.000.000.000.000.00
Change in Capital Stock-0.35-0.53-0.65-0.37-0.38-0.43
Repurchase of Common Pref Stock-0.36-0.55-0.67-0.39-0.40-0.45
Sale of Common Pref Stock0.020.020.020.020.020.02
Proceedsfrom Stock Options0.020.020.020.020.020.02
Issuance or Reduction of Debt, Net-0.01-0.01-0.01-0.01-0.01-0.01
Change in Long Term Debt-0.01-0.01-0.01-0.01-0.01-0.01
Reduction of Long Term Debt-0.01-0.01-0.01-0.01-0.01-0.01
Net Financing Active Other Cash Flow-0.020.000.000.00-0.020.00
Other Financing Activities Uses-0.020.000.000.00-0.020.00
Cash from Financing Activities-0.63-0.82-0.96-0.67-0.63-0.74
Net Change in Cash-0.24-0.650.640.03-1.710.22
Free Cash Flow0.200.280.24-0.03-0.01-0.42

Revenue breakdown

Administrative Service2025: 127.00K 2026: 219.00K
Investment And Advisory Services2025: 8.33M 2026: 10.03M
United States2025: 8.45M 2026: 10.25M
Consolidation, Policy2025: 52.00K 2026: -49.00K
Investment Management Services2025: 8.40M 2026: 10.30M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-300.05%0.0M9.6M17.14K
2026-10-150.05%0.0M9.6M17.97K
2026-09-300.07%0.0M9.6M18.47K
2026-09-150.12%0.0M9.6M23.45K
2026-08-310.10%0.0M9.6M23.49K
2026-08-140.06%0.0M9.7M25.82K
2026-07-310.10%0.0M9.7M25.61K
2026-07-150.09%0.0M9.7M26.61K
2026-06-300.20%0.0M9.7M31.25K
2026-06-150.08%0.0M9.7M27.94K
2026-05-290.06%0.0M9.7M24.28K
2026-05-150.03%0.0M9.7M23.94K
2026-04-300.02%0.0M9.8M30.64K
2026-04-150.02%0.0M9.8M60.16K
2026-03-310.02%0.0M9.8M61.59K
2026-03-130.09%0.0M9.8M62.87K
2026-02-270.16%0.0M9.8M65.13K
2026-02-130.08%0.0M9.8M70.80K
2026-01-300.11%0.0M10.1M65.66K
2026-01-150.04%0.0M10.1M39.00K

Option chain

expiry 2026-11-20
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call2.500.000.750.414.7781.000.000.596-0.0230.002
call5.000.000.050.052.8891.000.000.107-0.0120.001
call7.500.000.750.004.1110.000.000.085-0.0140.001
put2.500.000.150.001.1560.000.00-0.396-0.0210.002
put5.001.753.500.009.9710.000.00-0.892-0.0120.001
put7.504.205.400.007.5530.000.00-0.914-0.0140.001

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-094Statement of changes in beneficial ownership of securities2026-11-06SEC
2026-11-034Statement of changes in beneficial ownership of securities2026-11-02SEC
2026-11-034Statement of changes in beneficial ownership of securities2026-11-03SEC
2026-11-024Statement of changes in beneficial ownership of securities2026-10-30SEC
2026-11-024Statement of changes in beneficial ownership of securities2026-10-30SEC
2026-10-264Statement of changes in beneficial ownership of securities2026-10-23SEC
2026-10-264Statement of changes in beneficial ownership of securities2026-10-23SEC
2026-10-2213F-HRFurther understand that each of 13F-HR, 13F-NT, and amendments thereto are mandatory electronic filings (hardship exemption exists to submit in paper; never used to the knowledge of IM staff);2026-09-30SEC
2026-10-224Statement of changes in beneficial ownership of securities2026-10-20SEC
2026-10-224Statement of changes in beneficial ownership of securities2026-10-20SEC
2026-10-014Statement of changes in beneficial ownership of securities2026-09-30SEC
2026-10-014Statement of changes in beneficial ownership of securities2026-09-30SEC
2026-09-038-KCurrent report2026-09-03SEC
2026-09-0310-KAnnual report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-09-014Statement of changes in beneficial ownership of securities2026-08-31SEC
2026-09-014Statement of changes in beneficial ownership of securities2026-08-31SEC
2026-08-034Statement of changes in beneficial ownership of securities2026-07-31SEC
2026-08-034Statement of changes in beneficial ownership of securities2026-07-31SEC
2026-07-2713F-HRFurther understand that each of 13F-HR, 13F-NT, and amendments thereto are mandatory electronic filings (hardship exemption exists to submit in paper; never used to the knowledge of IM staff);2026-06-30SEC
2026-07-014Statement of changes in beneficial ownership of securities2026-06-30SEC
2026-07-014Statement of changes in beneficial ownership of securities2026-06-30SEC
2026-06-088-KCurrent report2026-06-05SEC
2026-06-0510-Q/A2026-03-31SEC
2026-06-044Statement of changes in beneficial ownership of securities2026-06-02SEC
2026-06-044Statement of changes in beneficial ownership of securities2026-06-02SEC
2026-06-028-KCurrent report2026-05-29SEC
2026-06-024Statement of changes in beneficial ownership of securities2026-05-01SEC
2026-06-024Statement of changes in beneficial ownership of securities2026-05-01SEC
2026-06-023Initial statement of beneficial ownership of securities2026-04-01SEC
2026-06-023Initial statement of beneficial ownership of securities2026-04-01SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-1184.18K300
2026-1038.22K400
2026-090000
2026-080000
2026-070000
2026-06108.07K400
2026-05196.63K1800
2026-040000
2026-030000
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
Gator Capital Management, LLC9.04%
CWA Asset Management Group, LLC6.49%
VANGUARD CAPITAL MANAGEMENT LLC4.10%
North Star Investment Management Corp.3.30%
BlackRock, Inc.2.49%
RENAISSANCE TECHNOLOGIES LLC1.64%
GEODE CAPITAL MANAGEMENT, LLC1.07%
Rothschild Wealth LLC0.98%
CITADEL ADVISORS LLC0.91%
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.66%

Funds

Fund% owned
North Star Micro Cap Fund3.18%
VANGUARD TOTAL STOCK MARKET INDEX FUND2.98%
Avantis International Equity ETF1.78%
VANGUARD EXTENDED MARKET INDEX FUND1.11%
Fidelity Extended Market Index Fund0.43%
Avantis International Small Cap Value ETF0.39%
Federated Hermes SDG Engagement Equity Fund0.39%
EA Bridgeway Omni Small-Cap Value ETF0.27%
Fidelity Total Market Index Fund0.26%
Avantis International Small Cap Equity ETF0.17%

OakChart. GROW. Cached 15 minutes.

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