OakChart

Mount Logan Capital Inc

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

3.55+0.00 (0.14%)
2026-11-12 02:25 CET
Market cap
39.72 USD m
Revenue, TTM
-4.80 USD m
Net income, TTM
-53.64 USD m
Free cash flow, TTM
-26.82 USD m
EPS diluted, TTM
-4.32
P/E
-
Compare

Price

MLCI against its 20, 50 and 200-day averages
2050200earnings
3.004.005.006.00220K441KVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26MLCIclose 3.5520-day 3.3650-day 3.29200-day 3.873.5552w low

59.1% under the 52-week high of 8.68 on 18 Dec 2025. 52-week low 2.56 on 12 Aug 2026. Last 15 sessions, 16.4% high to low

Volume 0.39× normal · the line is the 50-bar volume average

Profile

MLCI
52-week range, 16% of the way up
2.568.68

Mount Logan Capital, Inc. operates as an investment company, which engages in the facilitation of business mergers. It operates through Asset Management and Insurance Solutions segments. The company was founded on January 7, 2025 and is headquartered in New York, NY.

IPOSep 15, 2025
Beta2.23
ATR, 14d0.14
Rel volume0.39
Short float0.50%
Insider own8.45%
Inst own21.93%

Snapshot

6 groups

Valuation

Index-
Market Cap39.72M
Enterprise Value89.77M
Income-53.64M
Sales-4.80M
Book/sh5.45
Cash/sh5.39
Dividend Est.0.12 (3.38%)
Dividend TTM0.12 (3.38%)
Dividend Ex-DateNov 19, 2026
Dividend Gr. 3/5Y-27.89% -17.81%
Payout-
Employees-
IPOSep 15, 2025

Ratios

P/E-
Forward P/E71.00
PEG-
P/S-
P/B0.65
P/C0.66
P/FCF-
EV/EBITDA-
EV/Sales-
Quick Ratio0.12
Current Ratio0.12
Debt/Eq1.76
LT Debt/Eq1.76
Option/ShortNo / Yes

Earnings

EPS (ttm)-4.32
EPS next Y0.05
EPS next Q-0.17
EPS this Y82.49%
EPS next Y104.03%
EPS next 5Y-
EPS past 3/5Y- -96.89%
Sales past 3/5Y- -
EPS Y/Y TTM-117.27%
Sales Y/Y TTM47.32%
EPS Q/Q79.97%
Sales Q/Q64.43%
EarningsNov 05 AMC
EPS/Sales Surpr.-73.68% -18.98%

Ownership

Insider Own8.45%
Insider Trans1.56%
Inst Own21.93%
Inst Trans-3.13%
ROA-3.52%
ROE-55.33%
ROIC-31.00%
Gross Margin485.64%
Oper. Margin1793.62%
Profit Margin1118.05%
SMA205.80%
SMA507.92%
SMA200-8.19%
Trades-

Technical

Shs Outstand11.49M
Shs Float10.24M
Short Float0.50%
Short Ratio2.16
Short Interest0.05M
52W High8.68 -59.10%
52W Low2.56 38.67%
Volatility4.59% 3.46%
ATR (14)0.14
RSI (14)61.76
Beta2.23
Rel Volume0.39
Avg Volume23.85K
Volume9,194

Performance

Perf Week0.00%
Perf Month15.26%
Perf Quarter18.33%
Perf Half Y-0.56%
Perf YTD-56.97%
Perf Year-54.43%
Perf 3Y-
Perf 5Y-
Perf 10Y-
Recom1.00
Target Price8.00
Prev Close3.55
Price3.55
Change %0.14%

Peers

Mkt cap
TickerCompanyMkt cap
GEGGreat Elm Group Inc66.32M
GECCGreat Elm Capital Corp67.75M
ICMBInvestcorp Credit Management BDC Inc8.93M
OFSOFS Capital Corp49.31M
PFXPhenixFIN Corp78.36M
RANDRand Capital Corp29.03M
GROWU.S. Global Investors Inc31.60M
HNNAHennessy Advisors Inc80.22M
RMCORoyalty Management Holding Corp33.23M
TGEGeneration Essentials Group13.35M

Insider trading

7 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Satoren BrandonChief Financial OfficerSep 02 '26Buy3.241,0003,24021,314Sep 03 05:09 PM
Held DavidChief Compliance OfficerAug 19 '26Buy3.399463,2074,763Aug 20 08:31 PM
Satoren BrandonChief Financial OfficerAug 20 '26Buy3.205001,60020,314Aug 20 07:39 PM
Satoren BrandonChief Financial OfficerAug 17 '26Buy3.131,0003,13018,814Aug 18 05:27 PM
Satoren BrandonChief Financial OfficerAug 18 '26Buy3.021,0003,02019,814Aug 18 05:27 PM
Goldthorpe Edward J.Chief Executive OfficerJun 22 '26Buy2.777,97022,077297,339Jun 23 08:50 AM
Mangum JordanChief Operating OfficerMay 26 '26Buy3.432,1157,25010,000May 27 07:16 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 64
  • Mount Logan's Q3 Loss Narrows But FRE Nearly Disappears, Leaving The Case Dependent On A 2027 Deal-Driven Rebound (Earnings Whispers)
  • Mount Logan Capital Inc. Announces Third Quarter 2026 Financial Results (GlobeNewswire)
  • Mount Logan Capital Inc. Schedules Release of Third Quarter 2026 Results (GlobeNewswire)
  • BC Partners to Increase Ownership Stake in Mount Logan Capital Inc. (GlobeNewswire)
  • Mount Logan Expands Interval Fund Platform with Proposed AFA Asset Based Lending Fund Transaction (GlobeNewswire) +5.79%
  • Mount Logan Capital Inc. Completes Merger of the Alternative Credit Income Fund with BC Partners Lending Corporation (GlobeNewswire)
  • Mount Logan Capital Inc. to Participate in the Lake Street Capital Markets 10th Annual Best Ideas Growth (BIG10) Conference (GlobeNewswire)
  • Mount Logan Capital Inc. Announces Completion of SOFIX's Asset Acquisition from the Yieldstreet Alternative Income Fund (GlobeNewswire)
  • Mount Logan Capital Inc. Establishes Direct Insurance Origination (GlobeNewswire) +13.21%
  • Mount Logan Capital Inc (MLCI) (Q2 2026) Earnings Call Highlights: Strategic Inflection Point ... (GuruFocus.com) -7.02%
  • Mount Logan Capital Inc. Announces Second Quarter 2026 Financial Results (GlobeNewswire)
  • Mount Logan Capital Inc. Schedules Release of Second Quarter 2026 Results (GlobeNewswire)
  • Mount Logan Capital Inc. Announces Receipt of AM Best Rating for Ability Insurance Company (GlobeNewswire)
  • Mount Logan Capital Inc. to Join the Russell Microcap Index (GlobeNewswire) +11.14%

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q32026-11-05-0.330-0.190-12.8515.861
2026Q22026-08-11-0.3700.010-0.3738.7513.101
2026Q12026-05-14-0.510--0.50610.6511.47-
2025Q42026-03-19-4.840--3.110-1.2413.24-
2025Q32025-11-13-1.640-0.010-1.64411.4420.131
2025Q22025-08-07-0.1200.090-0.11821.2026.151
2026Q4---0.170--10.161
2027Q1---0.040--11.021
2027Q2--0.030--11.921
2027Q3--0.030--12.121
2027Q4--0.030--12.131

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2024FY0.2000.100-1.69979.85101.7
2025FY-7.0800.320-53.5774.40
2026FY--1.240--39.57
2027FY-0.050--47.18

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q4S2026-11-0610010.1610.1610.16
2026Q4S2026-10-2620016.2110.1622.25
2026Q4S2026-10-1421016.2110.1622.25
2026Q4S2026-08-1311022.2522.2522.25
2026Q4S2026-08-1211022.2522.2522.25
2026Q4S2026-07-2910014.0514.0514.05
2026Q4S2026-05-1811014.0514.0514.05
2026Q4S2026-05-1511014.0514.0514.05
2026Q4S2026-03-2310112.8512.8512.85
2026Q4S2026-03-2010112.8512.8512.85
2026Q4S2026-03-1910013.4113.4113.41
2026Q4S2026-02-0710013.4113.4113.41
2026Q4S2025-11-2410113.4113.4113.41
2026Q4S2025-11-1411024.6924.6924.69

Estimate history

EPS, annual-0.008-0.0050.022-0.2391.542.149-0.687-1.699-7.077-4.3191
Period201720182019202020212022202320242025TTM
EPS, quarterly-0.6840.23-0.48-0.118-1.644-3.11-0.506-0.373-0.329
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Sales, annual0.029-0.1164.1194.01288.15340.129-25.392-16.161-12.421-4.8
Period201720182019202020212022202320242025TTM
Sales, quarterly-9.1182.51-3.802-3.428-4.388-0.6462.317-4.908-1.561
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Shares, annual17.70381.87310.60516.96322.1922.1925.7346.13412.78711.491
Period201720182019202020212022202320242025MRQ
Shares, quarterly25.79825.89628.66628.66612.78712.78711.18911.18911.491
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Total Revenue-4.80-12.42-16.16-25.3940.1388.154.014.12-0.12
Total Expenses81.2676.6461.2380.3648.6741.603.623.10-0.65
Operating Income-86.06-89.06-77.40-105.76-8.5446.550.391.020.54
Unusual Expense25.9825.500.000.000.0018.070.000.173.04
Net Income Before Taxes-53.59-58.46-9.78-16.9246.8330.87-1.66-0.47-2.31
Income Taxes0.052.390.610.660.432.141.15-0.70-2.15
Consolidated Net Income-53.64-60.85-10.39-16.4648.3228.73-2.810.23-0.16
Net Income From Continuing Operations-53.64-60.85-10.39-16.4648.3228.73-2.810.23-0.16
Net Income-53.64-60.85-10.39-16.4648.3228.73-2.810.23-0.16
EPS (Recurring)-3.13-5.00-1.70-0.692.152.22-0.240.030.06
EPS (Basic, Before Extraordinaries)-4.32-7.08-1.70-0.692.181.55-0.240.02-0.01
EPS (Diluted)-4.32-7.08-1.70-0.692.151.54-0.240.02-0.01
Non-Operating Income (Expense)68.1665.4675.9394.8258.935.26-0.04-1.320.19
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Stock Option Compensation Expense-2.250.45------
Gross Margin485.64359.89172.09130.0795.0894.0463.04100.00313.91
Operating Margin1,793.62717.04478.90416.49-21.2852.819.7724.74-460.93
Net Margin1,118.05489.8764.2764.81120.4132.59-69.925.54135.10
Shares Outstanding11.4912.796.1325.7322.1922.1916.9610.6081.87
Market Capitalization39.7239.72235.64------

Income statement, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q22025Q12024Q4
Total Revenue-1.56-4.912.32-0.65-4.39-3.43-3.802.51
Total Expenses19.3412.6522.7926.4822.1618.6827.6114.71
Operating Income-20.90-17.56-20.47-27.13-26.55-22.11-31.41-12.20
Unusual Expense0.000.000.4725.500.00--2.80
Net Income Before Taxes-3.73-4.18-5.97-39.72-11.13-3.34-13.976.08
Income Taxes0.000.000.000.052.310.03-0.36-0.04
Consolidated Net Income-3.73-4.18-5.97-39.77-13.44-3.37-13.326.56
Net Income From Continuing Operations-3.73-4.18-5.97-39.77-13.44-3.37-13.326.56
Net Income-3.73-4.18-5.97-39.77-13.44-3.37-13.326.56
EPS (Recurring)-0.33-0.37-0.48-1.71-1.64-0.12-0.480.30
EPS (Basic, Before Extraordinaries)-0.33-0.37-0.51-3.11-1.64-0.12-0.480.25
EPS (Diluted)-0.33-0.37-0.51-3.11-1.64-0.12-0.480.23
Non-Operating Income (Expense)19.6615.8717.3815.2517.8020.6419.3024.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense0.420.080.00-1.680.490.29-
Gross Margin375.02180.09-79.761,046.44396.74276.58271.46-27.81
Operating Margin1,338.89357.70-883.644,199.38605.10644.89826.20-486.22
Net Margin238.6385.11-257.666,156.66306.2098.31350.42261.31
Shares Outstanding11.4911.1911.1912.7912.7928.6728.6725.90
Market Capitalization39.7238.4940.08236.50235.64---

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY
Cash & Short Term Investments133.7585.9990.2265.9544.3024.287.165.883.83
Short Term Receivables19.7940.1930.5424.300.0015.840.770.330.06
Investment Securities0.000.000.000.000.000.000.000.000.00
Securities In Custody0.000.000.000.000.000.000.000.000.00
Investments1,117.241,078.541,035.35902.14907.1238.2264.4929.269.11
Investment in Unconsolidated Affiliates0.000.000.0013.099.267.000.000.000.00
Net Property, Plant & Equipment0.410.560.000.000.000.000.000.000.00
Deferred Tax Assets-2.301.821.560.721.722.862.04-
Other Intangible Assets329.54354.37530.65537.19431.913.930.030.030.00
Total Assets1,600.721,561.951,688.581,544.241,393.3190.9875.3137.5412.99
Total Debt93.9189.7876.2855.422.2539.4134.320.000.00
Long Term Debt93.5089.2174.9351.982.2539.4134.320.000.00
Provision for Risks Charges0.000.000.000.000.000.000.000.000.00
Other Liabilities1,415.851,368.081,560.351,426.551,305.768.396.786.280.24
Total Liabilities1,509.761,457.871,636.631,481.971,308.0147.8141.106.280.24
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.000.00
Common Equity90.96104.0851.9562.2785.3143.1834.2131.2612.75
Total Shareholders Equity90.96104.0851.9562.2785.3143.1834.2131.2612.75
Accumulated Minority Interest0.000.000.000.000.000.000.000.000.00
Total Equity90.96104.0851.9562.2785.3143.1834.2131.2612.75
Total Liabilities & Stockholders Equity1,600.721,561.951,688.581,544.241,393.3190.9875.3137.5412.99
Book Value Per Share7.1116.972.022.813.842.553.230.380.72
Tangible Book Value Per Share3.703.26-1.33-0.750.262.343.230.380.72
Full-Time Employees-212191144420
Price to Book Ratio0.650.80-------
Return on Assets-3.70-0.64-1.083.293.87-3.370.40-0.62-0.99
Return on Equity-82.13-13.31-21.3665.4944.72-7.250.70-0.72-1.01
Return on Invested Capital-32.99-5.37-12.9742.2932.81-3.400.33-0.50-0.98
Quick Ratio0.190.162.592.570.8115.892.6013.6254.81
Current Ratio0.190.162.592.570.8115.892.6013.6254.81

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Funds from Operations-2.23-31.765.01-43.99153.8329.79-1.830.29-1.70
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital-24.605.43-40.53145.28-35.03-86.252.402.00-0.07
Cash from Operating Activities-26.82-26.33-35.52101.29118.80-56.470.572.29-1.77
Capital Expenditures0.000.000.000.000.00-10.60-3.590.000.00
Net Assets From Acquisitions0.000.000.000.000.000.000.000.000.00
Sale of Fixed Assets and Businesses-0.4836.790.000.000.00123.210.000.000.00
Purchase or Sale of Investments-20.0118.21-28.74-93.33-106.10-23.953.81-36.08-21.24
Purchase of Investments-412.07-395.96-435.37-329.93-351.03-311.24-39.27-60.58-33.41
Sale Or Maturity of Investments392.06414.18406.63236.60244.93287.2943.0824.4912.17
Other Uses0.000.000.000.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.000.000.000.00
Cash from Investing Activities-20.4955.01-28.74-93.33-106.1088.660.22-36.08-21.24
Cash Dividends Paid-1.37-1.62-1.51-1.41-1.37-1.22-0.72-0.160.00
Change in Capital Stock-15.29-1.430.000.000.005.6212.491.2425.51
Repurchase of Common Pref Stock-15.29-1.430.000.000.000.000.000.00-4.16
Sale of Common Pref Stock0.000.000.000.000.005.6212.491.2429.67
Proceedsfrom Stock Options0.000.000.000.000.005.6212.491.2429.67
Issuance or Reduction of Debt, Net-24.353.3714.1918.0510.25-16.354.5433.870.00
Change in Long Term Debt-24.353.3714.1918.0510.25-16.354.5433.870.00
Issuance of Long Term Debt-5.5031.6021.5011.8764.194.5433.87-
Reduction of Long Term Debt-24.35-2.13-17.41-3.45-1.62-80.54-0.000.00
Net Financing Active Other Cash Flow-35.0613.0363.07-0.30-0.140.000.000.000.00
Other Financing Activities Uses-35.40-29.97-9.75-0.30-0.140.000.000.000.00
Cash from Financing Activities-35.0813.3475.7516.348.74-11.9516.3234.9525.51
Exchange Rate Effect--0.00-0.030.21-0.220.010.12-
Net Change in Cash-82.3942.0211.4824.2721.6520.0217.121.282.50
Free Cash Flow-26.82-26.33-35.52101.29118.80-56.470.572.29-1.77
Preferred Dividends (Cash Flow)-0.000.000.000.000.000.000.000.00

Balance sheet, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Cash & Short Term Investments60.3480.6761.90133.75151.85235.84
Short Term Receivables20.8323.8732.3619.790.000.00
Investments1,017.331,115.661,135.181,117.241,103.08982.41
Investment in Unconsolidated Affiliates4.014.275.230.000.000.00
Net Property, Plant & Equipment0.000.000.000.410.000.00
Deferred Tax Assets-9.049.79---
Other Intangible Assets307.25324.43324.23329.54386.26510.68
Total Assets1,409.761,557.931,568.691,600.721,641.191,728.94
Total Debt110.39110.06109.4493.9191.0695.87
Long Term Debt110.39110.06109.4493.5090.6090.71
Provision for Risks Charges0.000.000.000.000.000.00
Deferred Tax Liabilities-9.049.79---
Other Liabilities1,236.691,378.081,382.031,415.851,418.891,587.26
Total Liabilities1,347.081,497.171,501.251,509.761,509.941,683.13
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity62.6760.7667.4490.96131.2445.81
Total Shareholders Equity62.6760.7667.4490.96131.2445.81
Accumulated Minority Interest0.000.000.000.000.000.00
Total Equity62.6760.7667.4490.96131.2445.81
Total Liabilities & Stockholders Equity1,409.761,557.931,568.691,600.721,641.191,728.94
Book Value Per Share5.455.436.037.1110.261.60
Tangible Book Value Per Share0.491.632.173.704.55-1.19
Price to Book Ratio0.650.570.500.800.80-
Return on Assets-3.52-3.86-3.82-4.25-1.38-1.61
Return on Equity-55.33-118.90-107.53-94.35-25.88-48.75
Return on Invested Capital-2.15-2.45-3.38-21.56-6.06-2.47
Quick Ratio0.120.140.120.190.2011.63
Current Ratio0.120.140.120.190.2011.63

Cash flow, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Funds from Operations5.39-1.024.54-11.134.12-6.37
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital-9.82-4.63-15.865.71-62.1238.58
Cash from Operating Activities-4.43-5.65-11.31-5.43-58.0032.21
Capital Expenditures0.000.000.000.000.000.00
Net Assets From Acquisitions0.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.00-0.4837.350.00
Purchase or Sale of Investments8.2233.69-50.50-11.4235.53-35.55
Purchase of Investments-62.95-64.35-177.11-107.67-118.52-113.98
Sale Or Maturity of Investments71.1798.04126.6196.25154.0578.43
Other Uses0.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.00
Cash from Investing Activities8.2233.69-50.50-11.9072.88-35.55
Cash Dividends Paid-0.33-0.670.00-0.37-0.43-0.42
Preferred Dividends (Cash Flow)0.000.000.000.000.000.00
Change in Capital Stock0.090.04-15.440.02-1.460.00
Repurchase of Common Pref Stock0.090.04-15.440.02-1.460.00
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, Net4.87-0.2316.502.36-1.26-0.23
Change in Long Term Debt4.87-0.2316.502.36-1.26-0.23
Issuance of Long Term Debt-5.3940.002.47-0.010.05
Reduction of Long Term Debt4.87-5.61-23.50-0.11-1.25-0.28
Net Financing Active Other Cash Flow-13.85-7.52-10.09-3.6016.650.00
Other Financing Activities Uses-14.75-7.52-10.09-3.03-27.000.00
Cash from Financing Activities-16.09-8.37-9.03-1.5913.51-0.65
Exchange Rate Effect-----0.00
Net Change in Cash-12.2919.67-70.85-18.9228.39-4.00
Free Cash Flow-4.43-5.65-11.31-5.43-58.0032.21

Revenue breakdown

United States2024: 49.79M 2025: 53.57M
Asset Management2024: 15.01M 2025: 12.97M
Insurance Solutions2024: 34.78M 2025: 40.60M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-300.50%0.1M10.2M24.24K
2026-10-150.51%0.1M10.2M24.27K
2026-09-300.50%0.1M10.2M26.33K
2026-09-150.79%0.1M10.2M30.82K
2026-08-311.00%0.1M10.2M34.41K
2026-08-140.73%0.1M10.3M35.28K
2026-07-311.03%0.1M10.3M29.12K
2026-07-150.59%0.1M10.3M31.23K
2026-06-300.75%0.1M10.3M36.01K
2026-06-151.03%0.1M10.6M50.41K
2026-05-291.18%0.1M10.6M52.31K
2026-05-151.12%0.1M10.7M60.47K
2026-04-301.14%0.1M10.8M72.03K
2026-04-151.29%0.1M10.6M81.75K
2026-03-311.87%0.2M10.9M99.33K
2026-03-130.07%0.0M28.0M101.65K
2026-02-270.28%0.1M28.0M107.20K
2026-02-130.25%0.1M28.0M98.54K
2026-01-300.44%0.1M28.0M88.70K
2026-01-150.30%0.1M28.0M85.53K

Option chain

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

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-1010-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-11-1040-APP/ASEC
2026-11-064Statement of changes in beneficial ownership of securities2026-11-06SEC
2026-11-063Initial statement of beneficial ownership of securities2026-11-03SEC
2026-11-068-KCurrent report2026-11-03SEC
2026-11-058-KCurrent report2026-11-05SEC
2026-10-208-KCurrent report2026-10-19SEC
2026-10-158-KCurrent report2026-09-29SEC
2026-09-034Statement of changes in beneficial ownership of securities2026-09-02SEC
2026-08-254/A2026-06-22SEC
2026-08-254/A2026-06-22SEC
2026-08-254/A2026-06-22SEC
2026-08-254/A2026-06-22SEC
2026-08-254/A2026-06-22SEC
2026-08-254/A2026-06-22SEC
2026-08-204Statement of changes in beneficial ownership of securities2026-08-20SEC
2026-08-184Statement of changes in beneficial ownership of securities2026-08-17SEC
2026-08-118-KCurrent report2026-08-11SEC
2026-08-1110-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-06-268-KCurrent report2026-06-25SEC
2026-06-234Statement of changes in beneficial ownership of securities2026-06-22SEC
2026-06-234Statement of changes in beneficial ownership of securities2026-06-22SEC
2026-06-234Statement of changes in beneficial ownership of securities2026-06-22SEC
2026-06-234Statement of changes in beneficial ownership of securities2026-06-22SEC
2026-06-234Statement of changes in beneficial ownership of securities2026-06-22SEC
2026-06-234Statement of changes in beneficial ownership of securities2026-06-22SEC
2026-06-234Statement of changes in beneficial ownership of securities2026-06-22SEC
2026-06-1840-APP/ASEC
2026-06-034Statement of changes in beneficial ownership of securities2026-06-01SEC
2026-06-034Statement of changes in beneficial ownership of securities2026-06-01SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-093.24K100
2026-0810.96K400
2026-070000
2026-0622.08K100
2026-057.25K100
2026-040000
2026-030000
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
VANGUARD CAPITAL MANAGEMENT LLC5.33%
JB CAPITAL PARTNERS LP4.78%
HighTower Advisors, LLC2.58%
FIL Ltd1.76%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.1.65%
FINANCIAL CONSULATE, INC1.40%
Arbiter Partners Capital Management LLC0.95%
GEODE CAPITAL MANAGEMENT, LLC0.92%
BlackRock, Inc.0.71%
CITADEL ADVISORS LLC0.68%

Funds

Fund% owned
VANGUARD TOTAL STOCK MARKET INDEX FUND3.94%
VANGUARD EXTENDED MARKET INDEX FUND1.29%
Fidelity Extended Market Index Fund0.53%
iShares Micro-Cap ETF0.28%
M3Sixty Income and Opportunity Fund0.18%
Fidelity Series Total Market Index Fund0.13%
VANGUARD BALANCED INDEX FUND0.09%
Schwab Total Stock Market Index Fund0.09%
1290 VT Micro Cap Portfolio0.01%
Fidelity Total Market Index Fund0.00%

OakChart. MLCI. Cached 15 minutes.

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