OakChart

Lument Finance Trust Inc

LFTReal Estate·REIT - Mortgage·USA·Nano·NYSE·Nov 11 • 2:51 PM ET

4.36-0.05 (-1.25%)
2026-11-11 20:53 CET
Market cap
23.18 USD m
Revenue, TTM
76.42 USD m
Net income, TTM
-18.46 USD m
Free cash flow, TTM
-3.51 USD m
EPS diluted, TTM
-3.52
P/E
-
Compare

Price

LFT against its 20, 50 and 200-day averages
2050200missearnings
5.0010.0015.00231K463KMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26LFTclose 4.3620-day 4.1750-day 5.15200-day 9.464.3652w high

73.5% under the 52-week high of 16.45 on 11 Dec 2025. 52-week low 3.85 on 30 Oct 2026. Last 15 sessions, 18.4% high to low

Profile

LFT
52-week range, 4% of the way up
3.8516.45

Lument Finance Trust, Inc. operates as a real estate investment finance company, which engages in investing, financing, and managing a portfolio of commercial real estate (CRE) debt investments. It primarily invests in transitional floating rate commercial mortgage and other CRE-related investments such as preferred equity, commercial mortgage-backed securities, mezzanine, fixed rate, and construction loans and, other CRE debt instruments. The company was founded on March 28, 2012 and is headquartered in New York, NY.

Employees550
IPOMar 22, 2013
Beta0.68
ATR, 14d0.22
Rel volume0.18
Short float1.41%
Insider own31.07%
Inst own22.82%

Snapshot

6 groups

Valuation

Index-
Market Cap22.89M
Enterprise Value927.05M
Income-18.46M
Sales76.42M
Book/sh28.10
Cash/sh10.40
Dividend Est.1.60 (36.74%)
Dividend TTM1.20 (27.55%)
Dividend Ex-DateJun 30, 2026
Dividend Gr. 3/5Y-2.86% -6.20%
Payout-
Employees550
IPOMar 22, 2013

Ratios

P/E-
Forward P/E43.55
PEG-
P/S0.30
P/B0.16
P/C0.42
P/FCF-
EV/EBITDA14.66
EV/Sales12.13
Quick Ratio7.80
Current Ratio7.80
Debt/Eq4.40
LT Debt/Eq4.40
Option/ShortNo / Yes

Earnings

EPS (ttm)-3.52
EPS next Y0.10
EPS next Q0.40
EPS this Y3.57%
EPS next Y-93.10%
EPS next 5Y-
EPS past 3/5Y- -
Sales past 3/5Y11.56% 18.19%
EPS Y/Y TTM-293.89%
Sales Y/Y TTM-22.88%
EPS Q/Q-466.19%
Sales Q/Q-7.31%
EarningsNov 12 AMC
EPS/Sales Surpr.-253.85% -

Ownership

Insider Own31.07%
Insider Trans11.92%
Inst Own22.82%
Inst Trans-3.02%
ROA-1.30%
ROE-6.29%
ROIC-1.24%
Gross Margin90.04%
Oper. Margin59.44%
Profit Margin-24.16%
SMA204.34%
SMA50-15.40%
SMA200-53.98%
Trades-

Technical

Shs Outstand5.25M
Shs Float3.62M
Short Float1.41%
Short Ratio2.18
Short Interest0.05M
52W High16.45 -73.53%
52W Low3.85 13.12%
Volatility5.52% 4.97%
ATR (14)0.22
RSI (14)45.44
Beta0.68
Rel Volume0.18
Avg Volume23.52K
Volume3,494

Performance

Perf Week7.27%
Perf Month-6.75%
Perf Quarter-37.34%
Perf Half Y-60.77%
Perf YTD-69.11%
Perf Year-72.08%
Perf 3Y-77.37%
Perf 5Y-88.77%
Perf 10Y-89.06%
Recom2.00
Target Price27.50
Prev Close4.41
Price4.36
Change %-1.25%

Analyst ratings

latest 6 of 6
DateActionAnalystRating changeTargetImplied
Sep 19, 2024DowngradeRRaymond JamesOutperform → Mkt Perform
Aug 30, 2022DowngradePPiper SandlerOverweight → Neutral$3 → $2.75-36.9%
Mar 17, 2022DowngradeLLadenburg ThalmannBuy → Neutral
Dec 17, 2021InitiatedPPiper SandlerOverweight$4.50+3.3%
Oct 15, 2021InitiatedRB. Riley SecuritiesBuy$4.50+3.3%
Aug 10, 2021UpgradeLLadenburg ThalmannNeutral → Buy

Peers

Mkt cap
TickerCompanyMkt cap
GPMTGranite Point Mortgage Trust Inc13.55M
ACRACRES Commercial Realty Corp142.53M
ABRArbor Realty Trust Inc267.06M
SEVNSeven Hills Realty Trust152.59M
KREFKKR Real Estate Finance Trust Inc318.38M
TRTXTPG RE Finance Trust Inc508.04M
NREFNexPoint Real Estate Finance Inc249.17M
BRSPBrightSpire Capital Inc403.33M
FBRTFranklin BSP Realty Trust Inc481.77M
CMTGClaros Mortgage Trust Inc227.48M

Insider trading

latest 14 of 23
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
BRIGGS JAMES AChief Financial OfficerAug 24 '26Buy0.6920,00013,79881,950Aug 25 04:05 PM
Flynn James PeterCEOAug 21 '26Buy0.6820,00013,642462,939Aug 25 04:05 PM
Flynn James PeterCEOAug 24 '26Buy0.6810,0006,825472,939Aug 25 04:05 PM
Flynn James PeterCEOAug 20 '26Buy0.6320,00012,558442,939Aug 21 04:05 PM
HOULIHAN WILLIAM ADirectorAug 20 '26Buy0.6220,00012,400320,732Aug 21 04:05 PM
Flynn James PeterCEOAug 19 '26Buy0.6124,00014,602422,939Aug 20 04:05 PM
Flynn James PeterCEOAug 18 '26Buy0.6120,00012,132398,939Aug 20 04:05 PM
HOULIHAN WILLIAM ADirectorAug 18 '26Buy0.6020,00012,000300,732Aug 20 04:05 PM
HOULIHAN WILLIAM ADirectorMay 21 '26Buy1.1910,00011,900280,732May 22 04:10 PM
HOULIHAN WILLIAM ADirectorMay 20 '26Buy1.1410,00011,400270,732May 22 04:10 PM
HOULIHAN WILLIAM ADirectorMar 27 '26Buy1.305,0006,500260,732Apr 01 09:08 AM
HOULIHAN WILLIAM ADirectorMar 26 '26Buy1.2915,00019,350255,732Mar 27 04:10 PM
Keenan Walter CDirectorMar 26 '26Buy19.635,00098,15010,400Mar 27 04:10 PM
Keenan Walter CDirectorMar 26 '26Buy19.501,50029,2505,400Mar 27 04:10 PM

Held by

AUM
TickerCompanyAUM
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
VXFVanguard Extended Market Index ETFAUM: 30.47B
IWCiShares Micro-Cap ETFAUM: 1.22B

News

latest 14 of 196

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q32026-11-12-0.400---2
2026Q22026-08-13-1.0000.650-1.8005.37-2
2026Q12026-05-150.2000.600-0.1875.374.582
2025Q42026-03-230.0000.600-1.7075.374.962
2025Q32025-11-120.2000.7500.1265.056.752
2025Q22025-08-080.5000.7500.4796.967.822
2025Q12025-05-120.8000.900-0.3267.739.323
2024Q42025-03-191.0000.9200.6899.369.095
2024Q32024-11-121.0000.8400.9759.519.355
2024Q22024-08-120.9001.0800.6539.5311.515
2024Q12024-05-091.5001.1501.10913.019.674
2023Q42024-03-151.0001.0600.7339.139.825
2023Q32023-11-131.1000.8600.9919.588.545
2023Q22023-08-080.4000.7200.2667.007.975
2023Q12023-05-110.0000.4500.8774.037.544
2022Q42023-03-230.6000.5200.1687.056.375

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2016FY7.500--7.3647.50-
2017FY4.8004.9500.55917.57-
2018FY3.1003.500-3.553--
2019FY3.2003.5001.048--
2020FY3.9003.6333.153--
2021FY3.9003.7602.77119.0521.62
2022FY1.9001.8001.06024.0523.54
2023FY2.6002.5002.86732.3633.07
2024FY4.4004.3403.42641.3641.15
2025FY1.4002.600-1.40025.1124.71
2026FY-1.450---
2027FY-0.100---

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q3S2026-06-051004.654.654.65
2026Q3S2026-05-151014.654.654.65
2026Q3S2026-03-241014.654.654.65
2026Q3S2026-01-271005.635.635.63
2026Q3S2025-11-131015.635.635.63
2026Q3S2025-11-111006.736.736.73
2026Q3S2025-11-101006.736.736.73
2026Q3S2025-11-091006.736.736.73
2026Q3S2025-11-081006.736.736.73
2026Q3S2025-11-071006.736.736.73
2026Q3S2025-11-061006.736.736.73
2026Q3S2025-11-051006.736.736.73
2026Q3S2025-11-041006.736.736.73
2026Q3S2025-11-031006.736.736.73

Estimate history

EPS, annual0.559-3.5531.0483.1532.7711.062.8673.426-1.43-3.5216
Period201720182019202020212022202320242025TTM
EPS, quarterly0.6530.9750.689-0.3260.4790.126-1.707-0.187-1.753
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Sales, annual78.04652.64439.21734.32636.5957.033109.403122.26679.1876.42
Period201720182019202020212022202320242025TTM
Sales, quarterly30.65729.73126.39822.37520.59218.33917.87421.12219.087
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Shares, annual2.3752.5412.5422.6762.6765.2235.2255.2315.245.249
Period201720182019202020212022202320242025MRQ
Shares, quarterly5.2285.2295.2315.2325.2345.2365.245.2445.249
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Total Revenue76.4279.18122.27109.4057.0336.5934.3339.2252.64
Total Expenses31.0027.0118.8314.8814.358.4411.179.3715.04
Operating Income45.4252.17103.4494.5242.6828.1523.1629.8537.60
Unusual Expense2.500.000.000.000.002.020.00--
Net Income Before Taxes-13.73-2.7422.6719.729.8710.617.976.21-3.95
Income Taxes-0.010.010.020.010.010.08-0.48-0.041.52
Consolidated Net Income-13.72-2.7522.6519.719.8610.538.456.25-5.47
Net Income From Continuing Operations-13.72-2.7522.6519.719.8610.538.456.25-5.47
Net Income-18.46-7.4917.9114.975.127.418.432.66-9.00
EPS (Recurring)-3.18-1.433.432.871.063.303.151.05-3.55
EPS (Basic, Before Extraordinaries)-3.52-1.433.432.871.062.773.151.05-3.55
EPS (Diluted)-3.52-1.433.432.871.062.773.151.05-3.55
Non-Operating Income (Expense)-1.04-1.020.000.000.00-0.010.000.000.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Stock Option Compensation Expense--4.894.890.010.010.010.010.02
Price To Earnings Ratio--7.539.799.7512.849.6128.21-
Price To Sales Ratio0.630.931.101.111.612.622.381.951.28
Gross Margin90.0491.0493.1194.3088.9386.1287.8594.2895.56
Operating Margin59.4465.8984.6086.4074.8476.9367.4776.1171.43
Net Margin-24.16-9.4514.6513.698.9820.2624.576.79-17.10
Shares Outstanding5.255.245.235.225.222.682.682.542.54
Market Capitalization23.1823.18134.96117.6995.9795.2181.0775.1866.55

Income statement, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q12024Q42024Q3
Total Revenue19.0921.1217.8718.3420.5922.3726.4029.73
Total Expenses12.502.9512.473.073.298.314.583.26
Operating Income6.5918.175.4015.2717.3014.0621.8226.47
Unusual Expense0.002.500.000.000.000.000.000.00
Net Income Before Taxes-8.020.20-7.751.843.69-0.514.806.28
Income Taxes-0.01-0.000.01-0.00-0.000.010.010.00
Consolidated Net Income-8.010.21-7.761.843.69-0.524.796.28
Net Income From Continuing Operations-8.010.21-7.761.843.69-0.524.796.28
Net Income-9.20-0.98-8.940.662.51-1.713.605.10
EPS (Recurring)-1.750.15-1.710.130.48-0.330.690.97
EPS (Basic, Before Extraordinaries)-1.75-0.19-1.710.130.48-0.330.690.97
EPS (Diluted)-1.75-0.19-1.710.130.48-0.330.690.97
Non-Operating Income (Expense)-0.07-0.09-0.69-0.190.000.000.000.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense------4.890.00
Price To Earnings Ratio---20.8812.1713.117.537.05
Price To Sales Ratio0.630.850.931.211.171.251.101.03
Gross Margin88.9991.1690.2289.6690.6093.2293.8394.80
Operating Margin34.5286.0130.2183.2584.0462.8482.6489.03
Net Margin-48.19-4.63-50.033.5912.17-7.6313.6617.14
Shares Outstanding5.255.245.245.245.235.235.235.23
Market Capitalization23.1866.0773.88105.78115.67136.57134.96127.94

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY
Cash & Short Term Investments26.6271.5651.5247.3718.2869.3816.0159.2145.62
Short Term Receivables20.885.958.595.8026.382.022.3435.4716.31
Investment Securities0.000.000.000.000.000.000.000.000.00
Securities In Custody0.000.000.000.000.000.000.000.000.00
Investments26.840.000.000.000.000.000.0024.362,546.81
Investment in Unconsolidated Affiliates0.000.000.000.000.000.000.000.000.00
Net Property, Plant & Equipment0.000.000.000.000.000.000.000.000.00
Deferred Tax Assets---1.301.30----
Other Intangible Assets1,141.651,051.081,386.831,073.501,002.97550.10639.55560.313.80
Total Assets1,215.981,128.591,446.931,127.971,048.92621.49657.90679.352,612.54
Total Debt988.10875.861,193.43876.28873.63502.62545.31523.212,458.15
Long Term Debt988.10875.861,193.43876.28873.63502.62545.31523.211,223.62
Provision for Risks Charges0.000.000.000.000.000.000.000.000.00
Other Liabilities8.8014.8412.718.685.925.173.945.948.60
Total Liabilities996.89890.701,206.14884.96879.55507.79549.26529.152,466.75
Preferred Stock - Carrying Value57.2557.2557.2557.2557.250.000.0037.1637.16
Common Equity161.73180.54183.44185.65112.02113.60108.55112.95108.63
Total Shareholders Equity218.99237.80240.69242.90169.28113.60108.55150.10145.79
Accumulated Minority Interest0.100.100.100.100.100.100.100.100.00
Total Equity219.09237.90240.79243.00169.38113.70108.64150.20145.79
Total Liabilities & Stockholders Equity1,215.981,128.591,446.931,127.971,048.92621.49657.90679.352,612.54
Book Value Per Share30.8734.5135.1135.5441.8642.4642.7144.4545.73
Tangible Book Value Per Share30.7634.3934.9835.3941.6542.1141.6442.8744.48
Full-Time Employees550600600600600----
Price to Book Ratio0.160.750.640.510.850.710.690.590.77
Return on Assets-0.231.761.530.911.261.320.93-0.330.19
Return on Equity-1.209.478.154.797.447.614.83-3.703.27
Return on Invested Capital-0.232.031.370.881.011.370.96-0.810.34
Quick Ratio7.435.475.826.567.5413.814.6510.380.04
Current Ratio7.435.475.826.567.5413.814.6510.380.04

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Funds from Operations-3.002.8226.9720.4016.3415.1212.389.599.46
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital1.540.080.150.53-0.17-1.27-0.16-2.302.79
Cash from Operating Activities-1.462.8927.1320.9316.1713.8512.227.2812.25
Capital Expenditures-2.05-1.520.000.000.000.000.000.000.00
Net Assets From Acquisitions0.000.000.000.000.000.000.000.00-58.22
Sale of Fixed Assets and Businesses0.000.000.000.000.000.000.000.00-
Purchase or Sale of Investments21.918.500.000.000.000.000.000.001,290.35
Purchase of Investments-0.99-0.750.000.000.000.000.000.000.00
Sale Or Maturity of Investments22.919.250.000.000.000.000.000.001,290.35
Other Uses0.000.000.000.000.000.000.000.00-26.70
Other Sources2.622.420.000.000.000.000.0033.0425.98
Cash from Investing Activities-139.00-142.92334.09-316.72-51.83-477.2987.92-42.301,021.90
Cash Dividends Paid-14.17-23.05-20.42-17.80-16.39-12.09-7.65-7.17-8.68
Change in Capital Stock0.000.000.00317.7481.1457.255.75-40.257.27
Repurchase of Common Pref Stock0.000.000.000.000.000.000.00-40.250.00
Sale of Common Pref Stock0.000.000.00317.7481.1457.255.750.007.27
Proceedsfrom Stock Options0.000.000.00317.7481.1457.255.750.007.27
Issuance or Reduction of Debt, Net-887.38118.130.000.000.00367.19-44.8639.23-1,019.15
Change in Long Term Debt-1,081.25118.13--0.00367.19-44.8639.23215.37
Issuance of Long Term Debt-1,035.94---832.50-39.23215.37
Reduction of Long Term Debt-1,081.25-917.81--0.00-465.32-44.86--
Net Financing Active Other Cash Flow0.000.000.000.000.000.000.000.000.00
Other Financing Activities Uses0.000.000.000.000.000.000.000.000.00
Cash from Financing Activities134.3995.08-341.17299.9464.75412.35-46.77-8.19-1,020.56
Net Change in Cash-6.07-44.9520.054.1529.09-51.1053.36-43.2013.59
Free Cash Flow-3.511.3727.1320.9316.1713.8512.227.2812.25
Preferred Dividends (Cash Flow)--4.74-4.74-4.74-4.74-2.12-0.01-0.54-3.52
Price to Free Cash Flow--20.1038.87-54.6217.86672.9318.90

Balance sheet, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q1
Cash & Short Term Investments54.6830.6226.6256.8560.7564.52
Short Term Receivables4.515.5520.8815.035.645.56
Investments50.7234.4326.8449.2623.820.00
Investment in Unconsolidated Affiliates0.000.000.000.000.000.00
Net Property, Plant & Equipment0.000.000.000.000.000.00
Other Intangible Assets1,005.551,134.211,141.65834.59908.19991.43
Total Assets1,115.461,204.821,215.98955.72998.391,061.52
Total Debt901.49978.66988.10717.43757.46819.82
Long Term Debt901.49978.66988.10717.43757.46819.82
Provision for Risks Charges0.000.000.000.000.000.00
Other Liabilities9.1510.098.808.229.479.65
Total Liabilities910.64988.75996.89725.65766.93829.47
Preferred Stock - Carrying Value57.2557.2557.2557.2557.2557.25
Common Equity147.46158.71161.73172.72174.10174.69
Total Shareholders Equity204.72215.96218.99229.97231.36231.95
Accumulated Minority Interest0.100.100.100.100.100.10
Total Equity204.82216.06219.09230.07231.46232.05
Total Liabilities & Stockholders Equity1,115.461,204.821,215.98955.72998.391,061.52
Book Value Per Share28.1030.2730.8732.9833.2633.39
Tangible Book Value Per Share28.0030.1730.7632.8833.1533.27
Full-Time Employees--550---
Price to Book Ratio0.160.420.460.610.660.78
Return on Assets-1.30-0.18-0.230.891.241.24
Return on Equity-6.29-0.90-1.204.146.016.38
Return on Invested Capital-0.720.02-0.640.190.37-0.05
Quick Ratio7.804.607.4310.958.177.58
Current Ratio7.804.607.4310.958.177.58

Cash flow, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q1
Funds from Operations0.591.14-6.001.272.964.58
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital-0.091.710.04-0.130.65-0.49
Cash from Operating Activities0.502.85-5.951.143.614.09
Capital Expenditures-0.33-0.19-0.66-0.860.000.00
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 Investments13.270.146.791.720.000.00
Purchase of Investments0.00-0.25-0.750.000.000.00
Sale Or Maturity of Investments13.270.387.531.720.000.00
Other Uses0.000.000.000.000.000.00
Other Sources0.450.930.620.610.870.32
Cash from Investing Activities104.6315.24-298.5039.6260.6655.29
Cash Dividends Paid-3.29-3.28-3.28-4.32-5.37-10.07
Preferred Dividends (Cash Flow)-1.19-1.18-1.19-1.18-1.19-1.18
Change in Capital Stock0.000.000.000.000.000.00
Repurchase of Common Pref Stock0.000.000.000.000.000.00
Sale of Common Pref Stock0.000.000.000.000.000.00
Proceedsfrom Stock Options0.000.000.000.000.000.00
Issuance or Reduction of Debt, Net-77.79-10.81-758.43-40.34-62.68-56.36
Change in Long Term Debt-77.79-10.81-758.43-40.34-62.68-56.36
Issuance of Long Term Debt0.00193.87----
Reduction of Long Term Debt-77.79-204.68-758.43-40.34-62.68-56.36
Net Financing Active Other Cash Flow0.000.000.000.000.000.00
Other Financing Activities Uses0.000.000.000.000.000.00
Cash from Financing Activities-81.08-14.08274.23-44.67-68.05-66.43
Net Change in Cash24.064.00-30.23-3.90-3.77-7.04
Free Cash Flow0.172.65-6.620.283.614.09

Revenue breakdown

Revenue split-

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-301.41%0.1M3.6M25.15K
2026-10-151.59%0.1M3.6M26.40K
2026-09-301.39%0.1M3.6M23.46K
2026-09-151.13%0.0M3.6M28.72K
2026-08-311.50%0.1M3.6M28.24K
2026-08-140.81%0.0M3.6M28.41K
2026-07-311.15%0.0M3.3M27.17K
2026-07-151.23%0.0M3.3M24.30K
2026-06-301.48%0.0M3.3M23.19K
2026-06-153.90%0.1M3.3M15.25K
2026-05-294.65%0.2M3.3M15.34K
2026-05-154.68%0.2M3.3M14.78K
2026-04-304.63%0.2M3.3M15.77K
2026-04-155.30%0.2M3.3M16.67K
2026-03-315.63%0.2M3.3M20.00K
2026-03-134.30%0.1M3.3M20.37K
2026-02-273.99%0.1M3.3M22.33K
2026-02-133.81%0.1M3.3M22.74K
2026-01-303.60%0.1M3.3M23.08K
2026-01-153.27%0.1M3.3M23.50K

Option chain

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

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-10-068-KCurrent report2026-10-01SEC
2026-09-148-KCurrent report2026-09-08SEC
2026-09-11SCHEDULE 13D/ASEC
2026-08-254Statement of changes in beneficial ownership of securities2026-08-24SEC
2026-08-254Statement of changes in beneficial ownership of securities2026-08-21SEC
2026-08-254Statement of changes in beneficial ownership of securities2026-08-24SEC
2026-08-254Statement of changes in beneficial ownership of securities2026-08-24SEC
2026-08-254Statement of changes in beneficial ownership of securities2026-08-24SEC
2026-08-214Statement of changes in beneficial ownership of securities2026-08-20SEC
2026-08-214Statement of changes in beneficial ownership of securities2026-08-20SEC
2026-08-204Statement of changes in beneficial ownership of securities2026-08-18SEC
2026-08-204Statement of changes in beneficial ownership of securities2026-08-18SEC
2026-08-1310-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-08-138-KCurrent report2026-08-13SEC
2026-07-308-KCurrent report2026-07-24SEC
2026-06-128-KCurrent report2026-06-10SEC
2026-05-274Statement of changes in beneficial ownership of securities2026-05-26SEC
2026-05-274Statement of changes in beneficial ownership of securities2026-05-26SEC
2026-05-274Statement of changes in beneficial ownership of securities2026-05-26SEC
2026-05-224Statement of changes in beneficial ownership of securities2026-05-20SEC
2026-05-208-KCurrent report2026-05-15SEC
2026-05-1510-QQuarterly report pursuant to Section 13 or 15(d)2026-03-31SEC
2026-04-30DEFA14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934SEC
2026-04-30DEF 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342026-06-10SEC
2026-04-014Statement of changes in beneficial ownership of securities2026-03-30SEC
2026-04-014Statement of changes in beneficial ownership of securities2026-03-30SEC
2026-04-014Statement of changes in beneficial ownership of securities2026-03-30SEC
2026-04-014Statement of changes in beneficial ownership of securities2026-03-27SEC
2026-03-274Statement of changes in beneficial ownership of securities2026-03-26SEC
2026-03-274Statement of changes in beneficial ownership of securities2026-03-26SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-0897.96K800
2026-070000
2026-060000
2026-0523.30K200
2026-040000
2026-03153.25K470.83K1
2026-020000
2026-010000
2025-1267.41K400
2025-1197.87K400

Institutional holders

Manager% owned
AXA S.A.6.37%
Melia Wealth LLC2.71%
VANGUARD CAPITAL MANAGEMENT LLC2.68%
MILLENNIUM MANAGEMENT LLC1.02%
GEODE CAPITAL MANAGEMENT, LLC0.90%
BlackRock, Inc.0.71%
VANGUARD FIDUCIARY TRUST CO0.52%
JANE STREET GROUP, LLC0.42%
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.35%
GOLDMAN SACHS GROUP INC0.32%

Funds

Fund% owned
River Canyon Total Return Bond Fund6.03%
MEDIUM-DURATION BOND FUND3.51%
LOW-DURATION BOND FUND2.42%
Core Plus Fund1.91%
Empower Multi-Sector Bond Fund1.91%
VANGUARD TOTAL STOCK MARKET INDEX FUND1.84%
Fidelity Small Cap Index Fund0.94%
VANGUARD EXTENDED MARKET INDEX FUND0.83%
Fidelity Extended Market Index Fund0.48%
VANGUARD RUSSELL 2000 INDEX FUND0.44%

OakChart. LFT. Cached 15 minutes.