OakChart

Maison Solutions Inc

MSSConsumer Defensive·Grocery Stores·USA·Nano·NASD·Nov 11 • 8:43 AM ET

1.00+0.07 (7.53%)
2026-11-11 14:45 CET
Market cap
0.75 USD m
Revenue, TTM
113.73 USD m
Net income, TTM
-11.52 USD m
Free cash flow, TTM
-0.75 USD m
EPS diluted, TTM
-25.46
P/E
-
Compare

Price

MSS against its 20, 50 and 200-day averages
2050200earnings
0.0010.0020.0047.6M95.2MMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26MSSclose 1.0020-day 1.1450-day 1.43200-day 5.061.00

97.4% under 37.77 on 30 Oct 2025. Last 15 sessions, 54.1% high to low

Profile

MSS
52-week range, 1% of the way up
0.8529.00

Maison Solutions, Inc. operates as a holding company with interests in food retailing. It offers traditional Asian food and merchandise to U.S. consumers, in particular to members of Asian-American communities. The firm's products include meats, seafood, and Asian vegetables and fruits such as Chinese broccoli, bitter melon, winter gourd, Shanghai baby bokchoy, longan and lychee. The company was founded in July 2019 and is headquartered in Monterey Park, CA.

IPOOct 05, 2023
Beta4.13
ATR, 14d0.15
Rel volume0.04
Short float10.59%
Insider own33.08%
Inst own16.72%

Snapshot

6 groups

Valuation

Index-
Market Cap0.87M
Enterprise Value46.71M
Income-11.52M
Sales113.73M
Book/sh16.64
Cash/sh1.75
Dividend Est.-
Dividend TTM-
Dividend Ex-Date-
Dividend Gr. 3/5Y- -
Payout-
Employees-
IPOOct 05, 2023

Ratios

P/E-
Forward P/E-
PEG-
P/S0.01
P/B0.06
P/C0.57
P/FCF-
EV/EBITDA-
EV/Sales0.41
Quick Ratio0.37
Current Ratio0.67
Debt/Eq6.17
LT Debt/Eq5.35
Option/ShortNo / Yes

Earnings

EPS (ttm)-25.46
EPS next Y-
EPS next Q-
EPS this Y-
EPS next Y-
EPS next 5Y-
EPS past 3/5Y- 3.91%
Sales past 3/5Y43.56% 31.78%
EPS Y/Y TTM-784.16%
Sales Y/Y TTM1.78%
EPS Q/Q-455.42%
Sales Q/Q-13.48%
EarningsSep 30
EPS/Sales Surpr.0.00% 0.00%

Ownership

Insider Own33.08%
Insider Trans-35.14%
Inst Own16.72%
Inst Trans48.31%
ROA-14.76%
ROE-116.25%
ROIC-23.57%
Gross Margin19.65%
Oper. Margin-7.63%
Profit Margin-10.13%
SMA20-12.07%
SMA50-30.11%
SMA200-80.25%
Trades-

Technical

Shs Outstand0.81M
Shs Float0.54M
Short Float10.59%
Short Ratio0.02
Short Interest0.06M
52W High29.00 -96.55%
52W Low0.85 17.66%
Volatility21.17% 11.16%
ATR (14)0.15
RSI (14)39.09
Beta4.13
Rel Volume0.04
Avg Volume3.32M
Volume6,043

Performance

Perf Week-14.53%
Perf Month-35.48%
Perf Quarter-29.08%
Perf Half Y-81.13%
Perf YTD-93.70%
Perf Year-96.02%
Perf 3Y-99.79%
Perf 5Y-
Perf 10Y-
Recom1.00
Target Price162.50
Prev Close0.93
Price1.00
Change %7.53%

Peers

Mkt cap
TickerCompanyMkt cap
DDLDingdong (Cayman) Ltd ADR315.36M
GOGrocery Outlet Holding Corp1.29B
ACIAlbertsons Companies Inc6.30B
SFMSprouts Farmers Market Inc4.52B
NGVCNatural Grocers by Vitamin Cottage Inc676.86M
VLGEAVillage Super Market Inc563.79M
HFFGHF Foods Group Inc80.62M
IMKTAIngles Markets Inc1.58B
WMKWeis Markets Inc2.03B
KRKroger Co40.35B

Insider trading

10 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
HRT FINANCIAL LP10% OwnerAug 18 '26Sale1.8432,55659,90364,892Aug 21 10:35 AM
HRT FINANCIAL LP10% OwnerAug 14 '26Sale1.42134,000190,280117,842Aug 18 03:54 PM
HRT FINANCIAL LP10% OwnerAug 17 '26Sale1.4220,39428,95997,488Aug 18 03:54 PM
HRT FINANCIAL LP10% OwnerAug 12 '26Buy1.4222,55932,034123,689Aug 14 12:33 PM
HRT FINANCIAL LP10% OwnerAug 13 '26Buy1.407,55310,574131,242Aug 14 12:33 PM
HRT FINANCIAL LP10% OwnerAug 10 '26Buy1.334,6166,139105,459Aug 12 03:20 PM
HRT FINANCIAL LP10% OwnerAug 11 '26Sale1.414,3296,104101,130Aug 12 03:20 PM
Xu JohnCEO and PresidentApr 22 '26Buy0.1323,4002,95811,827,400Apr 23 09:42 PM
Xu JohnCEO and PresidentApr 02 '26Buy0.1524,0003,60011,804,000Apr 09 06:12 PM
Xu JohnCEO and PresidentApr 01 '26Buy0.1420,0002,80011,780,000Apr 09 06:12 PM

Held by

AUM
TickerCompanyAUM
VXFVanguard Extended Market Index ETFAUM: 30.61B

News

latest 14 of 138
  • Maison Solutions Inc. Receives Additional Nasdaq Notification Regarding Delayed Filing of Quarterly Report on Form 10-Q (ACCESSWIRE) +7.83%
  • Maison Solutions Eliminates All Outstanding Convertible Notes, Removing Legacy Financing Overhang (ACCESSWIRE) +10.14%
  • Maison Solutions Inc. Receives Nasdaq Notification Regarding Delayed Filing of Annual Report on Form 10-K (ACCESSWIRE) +6.47%
  • Maison Solutions Inc. Receives 2026 Global Recognition Award in Innovation Category (ACCESSWIRE)
  • Maison Solutions Issues Letter to Shareholders on Operational Reset, Recent Transaction Value and the Company's Path Forward (ACCESSWIRE)
  • Loading…
  • Maison Solutions Regains Compliance with Nasdaq Annual Meeting Requirement (ACCESSWIRE)
  • Maison Solutions Signs Definitive Agreement to Establish Majority-Controlled AI Technology Platform (ACCESSWIRE) -28.40%
  • Maison Solutions Announces Reverse Stock Split (ACCESSWIRE) -23.12%
  • Maison Solutions Inc. Enters into Agreement to Divest San Gabriel and Monrovia Store Operations as Part of Strategic Realignment Toward Operational Efficiency and AI-Enabled Growth (ACCESSWIRE)
  • Maison Solutions Inc. Announces Strategic Collaboration with SupplyAi and MiniMax to Explore AI-Native Food Supply Chain Solutions (ACCESSWIRE)
  • Alexandria Marie Lopez of Maison Solutions Inc. Named 2026 LA Executive Awards Nominee (ACCESSWIRE)
  • Maison Solutions Inc. Regains Compliance with Nasdaq Minimum Bid Price Requirement (ACCESSWIRE) -8.20%
  • Notice of Proposed Settlement of Stockholder Derivative Action: Maison Solutions Inc. (GlobeNewswire)

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q12026-09-300.6400.640-24.9124.911
2025Q42026-07-01-2.2500.500-27.3426.501
2025Q32026-04-01-10.5001.000-10.30429.5033.101
2025Q22025-12-31-11.500-11.500-11.66127.6027.601
2025Q12025-10-01-4.000-4.000-2.67227.2027.201
2024Q42025-07-02-1.000--0.82429.40--
2024Q32025-03-17---34.10--
2024Q22024-12-16---31.00--
2024Q12024-09-23---29.60--
2023Q32024-03-18---0.03013.60--
2023Q22023-12-18--0.01013.77--
2026Q2--0.200--21.801
2026Q3--0.660--23.951
2026Q4--0.120--22.071
2027Q1--0.190--20.971
2027Q2--0.360--21.961

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2024FY3.500-3.294124.2-
2025FY-27.340-23.500-111.68110.8
2026FY-1.360--92.72
2027FY-1.290--89.58
2028FY-1.890--91.38

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q2S2026-09-3010021.8021.8021.80
2026Q2S2026-07-1910021.8021.8021.80
2026Q2S2026-07-1420025.4021.8029.00
2026Q2S2026-07-0110029.0029.0029.00
2026Q2S2026-06-2410029.0029.0029.00
2026Q2S2026-04-1010129.0029.0029.00
2026Q2S2026-04-0110029.6029.6029.60
2026Q2S2026-03-1410029.6029.6029.60
2026Q2S2025-12-3110129.6029.6029.60
2026Q2S2025-12-2910129.6029.6029.60
2026Q2S2025-12-0610031.5031.5031.50
2026Q2S2025-11-0710131.5031.5031.50
2026Q2S2025-11-0610131.5031.5031.50
2026Q2S2025-11-0510131.5031.5031.50

Estimate history

EPS, annual2.825-1.7593.912-9.3233.294-25.4595
Period20202021202220232024TTM
EPS, quarterly-1.394-7.0542.009-0.7342.899-0.824-2.672-11.661-10.304
PeriodQ3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25
Sales, annual41.19541.98455.39958.043124.217113.73
Period20202021202220232024TTM
Sales, quarterly13.59816.92629.64931.0234.14929.39927.16527.62529.545
PeriodQ3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25
Shares, annual0.320.320.320.3490.3490.463
Period20202021202220232024MRQ
Shares, quarterly0.3940.3940.3490.3490.3490.3490.3490.4450.463
PeriodQ3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25

Income statement, annual

Currency USD, millions
MetricTTM2023FY2022FY2021FY2020FY
Total Revenue113.73-58.0455.4041.9841.20
Cost of Goods Sold Incl. D&A91.39-46.6242.9933.7432.88
Gross Profit22.35-11.4312.418.258.31
Selling, General and Administrative Excl. Other31.02-14.1312.329.077.76
Other Operating Expense0.00-0.000.000.000.00
Operating Income-8.68--2.700.08-0.830.55
Interest Expense2.46-0.12--0.06
Unusual Expense4.48--0.38-1.85-0.16-0.97
Net Income Before Taxes-12.38--2.951.98-0.631.46
Income Taxes-0.75-0.440.340.030.44
Consolidated Net Income-11.63--3.391.64-0.661.03
Net Income From Continuing Operations-11.43--3.341.25-0.560.90
Net Income-11.52--3.341.25-0.560.90
EPS (Recurring)-16.58--10.07-0.13-2.100.71
EPS (Basic, Before Extraordinaries)-25.46--9.323.91-1.762.83
EPS (Diluted)-25.46--9.323.91-1.762.83
EBITDA-7.76--2.240.45-0.391.13
Non-Operating Income (Expense)3.23--0.500.040.040.00
Other After Tax Adjustments0.00-0.000.000.000.00
Price To Sales Ratio0.06-0.33---
Gross Margin19.65-19.6922.4019.6420.17
Operating Margin-7.63--4.660.15-1.971.34
Net Margin-10.13--5.752.26-1.342.19
Shares Outstanding0.46-0.350.320.320.32
Market Capitalization0.75-21.0720.87--

Income statement, quarterly

Currency USD, millions
Metric2025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q4
Total Revenue29.5427.6227.1729.4034.1531.0229.6516.93
Cost of Goods Sold Incl. D&A22.1521.3220.7527.1726.7623.0221.5414.82
Gross Profit7.406.316.412.237.398.008.112.10
Selling, General and Administrative Excl. Other10.217.666.236.926.287.336.484.54
Other Operating Expense0.000.000.000.000.000.000.000.00
Operating Income-2.82-1.360.18-4.691.110.671.63-2.43
Interest Expense0.720.620.650.470.270.240.180.03
Unusual Expense1.973.61-0.31-0.800.000.00-0.38-0.04
Net Income Before Taxes-5.16-5.30-0.51-1.411.000.251.25-2.90
Income Taxes0.05-0.090.32-1.030.010.560.640.02
Consolidated Net Income-5.21-5.21-0.83-0.381.00-0.320.62-2.92
Net Income From Continuing Operations-5.21-5.21-0.72-0.291.01-0.260.70-2.78
Net Income-5.21-4.97-1.05-0.291.01-0.260.70-2.78
EPS (Recurring)-7.57-5.72-3.22-2.432.90-0.731.25-7.12
EPS (Basic, Before Extraordinaries)-10.30-11.66-2.67-0.822.90-0.732.01-7.05
EPS (Diluted)-10.30-11.66-2.67-0.822.90-0.732.01-7.05
EBITDA-2.60-1.140.40-4.431.370.931.90-2.25
Non-Operating Income (Expense)0.350.29-0.352.950.16-0.18-0.58-0.47
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense0.670.85------
Price To Earnings Ratio---14.92----
Price To Sales Ratio0.060.130.140.140.170.170.250.36
Gross Margin25.0322.8223.607.6021.6525.7927.3712.42
Operating Margin-9.54-4.910.68-15.943.262.165.51-14.38
Net Margin-17.65-17.98-3.87-0.982.96-0.832.36-16.41
Shares Outstanding0.460.440.350.350.350.350.350.39
Market Capitalization0.7515.5215.2217.4519.2015.7118.6721.07

Balance sheet, annual

Currency USD, millions
Metric2023FY2022FY2021FY2020FY
Cash & Short Term Investments-2.072.570.900.71
Short Term Receivables-0.610.644.841.88
Inventories-6.802.982.321.94
Other Current Assets-4.502.101.000.35
Total Current Assets-13.998.299.064.89
Net Property, Plant & Equipment-43.0623.2216.4517.98
Total Investments and Advances-1.540.200.280.07
Intangible Assets-22.862.420.020.01
Deferred Tax Assets-0.02---
Other Assets-0.950.460.300.30
Total Assets-82.4134.5826.1023.26
Short Term Debt Incl. Current Port. of LT Debt-19.542.431.561.31
Accounts Payable-5.873.573.371.94
Income Tax Payable-0.440.960.440.43
Other Current Liabilities-2.921.412.161.06
Total Current Liabilities-28.778.377.544.74
Long Term Debt-41.5125.2719.3518.66
Provision for Risks Charges-0.000.000.000.00
Deferred Tax Liabilities-1.290.04--
Other Liabilities-0.130.110.060.06
Total Liabilities-71.6933.7926.9523.45
Non-Equity Reserves-0.000.000.000.00
Preferred Stock - Carrying Value-0.000.000.000.00
Common Equity-10.500.52-0.73-0.16
Total Shareholders Equity-10.500.52-0.73-0.16
Accumulated Minority Interest-0.220.27-0.12-0.03
Total Equity-10.720.79-0.85-0.19
Total Liabilities & Stockholders Equity-82.4134.5826.1023.26
Book Value Per Share-30.081.64-2.27-0.51
Tangible Book Value Per Share--35.43-5.92-2.32-0.55
Full-Time Employees-355174--
Price to Book Ratio-2.011.57--
Return on Assets--5.714.13-2.28-
Return on Equity--60.61---
Return on Invested Capital--6.424.85-3.024.89
Quick Ratio-0.250.630.890.62
Current Ratio-0.490.991.201.03

Cash flow, annual

Currency USD, millions
MetricTTM2023FY2022FY2021FY2020FY
Net Income-12.22--3.391.64-0.661.03
Depreciation0.92-0.460.370.440.58
Other Funds (Non Cash)11.21-0.470.100.020.03
Funds from Operations-0.14--2.462.10-0.201.64
Extraordinary Item0.00-0.000.000.000.00
Changes in Working Capital-0.57--1.04-1.621.69-0.53
Income Taxes Payable-0.73--0.520.330.020.43
Cash from Operating Activities-0.72--3.500.481.491.11
Capital Expenditures-2.96--3.33-0.05-0.06-0.04
Net Assets From Acquisitions0.00--7.00-2.500.000.00
Sale of Fixed Assets and Businesses0.01-2.070.000.000.00
Purchase or Sale of Investments0.00--1.880.000.000.00
Purchase of Investments0.00--1.880.000.000.00
Sale Or Maturity of Investments--0.000.000.000.00
Other Uses0.00-0.000.00-3.71-1.19
Other Sources0.00-0.004.410.490.00
Cash from Investing Activities-2.94--10.131.86-3.28-1.23
Cash Dividends Paid0.00-0.000.000.000.00
Change in Capital Stock0.00-13.310.000.000.00
Repurchase of Common Pref Stock0.00-0.000.000.000.00
Sale of Common Pref Stock0.00-13.310.000.000.00
Proceedsfrom Stock Options0.00-13.310.000.000.00
Issuance or Reduction of Debt, Net2.66--0.17-0.761.98-0.65
Change in Long Term Debt5.51--0.12-0.761.98-0.65
Issuance of Long Term Debt12.50-0.250.001.980.00
Reduction of Long Term Debt-6.99--0.37-0.760.00-0.65
Net Financing Active Other Cash Flow0.00-0.000.010.000.00
Other Financing Activities Uses0.00-0.000.000.000.00
Cash from Financing Activities2.66-13.14-0.751.98-0.65
Net Change in Cash-1.00--0.501.600.18-0.77
Free Cash Flow-0.75--3.890.431.431.08
Preferred Dividends (Cash Flow)--0.000.000.000.00
Deferred Taxes & Investment Tax Credit---0.01-0.000.000.00

Balance sheet, quarterly

Currency USD, millions
Metric2025Q32025Q22025Q12024Q42024Q32024Q2
Cash & Short Term Investments1.521.371.070.780.450.36
Short Term Receivables0.772.813.003.260.610.75
Inventories5.636.125.895.7510.668.89
Other Current Assets4.663.833.373.133.594.35
Total Current Assets12.5714.1413.3412.9315.3114.34
Net Property, Plant & Equipment35.5636.1536.7540.0940.8641.62
Total Investments and Advances0.160.240.241.091.101.17
Intangible Assets22.9424.0622.1622.3024.5224.66
Deferred Tax Assets0.010.120.100.040.020.02
Other Assets0.860.860.860.960.960.95
Total Assets72.1075.5673.4477.4082.7782.76
Short Term Debt Incl. Current Port. of LT Debt6.326.269.9610.7311.0415.35
Accounts Payable7.828.519.058.5211.119.65
Income Tax Payable0.931.011.070.661.661.67
Other Current Liabilities3.712.543.052.833.003.32
Total Current Liabilities18.7918.3323.1222.7526.8129.99
Long Term Debt41.1841.9838.3140.6642.5740.37
Provision for Risks Charges0.000.000.000.000.000.00
Deferred Tax Liabilities1.171.191.211.221.241.25
Other Liabilities3.402.590.821.140.130.12
Total Liabilities64.5464.0963.4665.7670.7571.74
Non-Equity Reserves0.000.000.000.000.000.00
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity7.7011.6210.1311.6711.9510.94
Total Shareholders Equity7.7011.6210.1311.6711.9510.94
Accumulated Minority Interest-0.14-0.15-0.14-0.030.060.08
Total Equity7.5611.479.9811.6412.0211.02
Total Liabilities & Stockholders Equity72.1075.5673.4477.4082.7782.76
Book Value Per Share16.6426.1329.0133.4334.2531.35
Tangible Book Value Per Share-32.89-27.99-34.49-30.47-35.99-39.29
Full-Time Employees329334333378376385
Price to Book Ratio0.061.341.501.501.611.44
Return on Assets-14.76-6.57-0.321.46-2.08-4.61
Return on Equity-116.25-46.10-2.3210.55-10.47-28.58
Return on Invested Capital-10.67-9.27-2.17-0.551.86-0.50
Quick Ratio0.370.440.320.320.170.18
Current Ratio0.670.770.580.570.570.48

Cash flow, quarterly

Currency USD, millions
Metric2025Q32025Q22025Q12024Q42024Q32024Q2
Net Income-5.21-4.97-1.66-0.381.00-0.32
Depreciation0.220.220.220.260.250.26
Other Funds (Non Cash)6.204.131.68-0.800.070.40
Funds from Operations1.30-0.650.16-0.951.300.32
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital0.25-1.070.93-0.680.380.80
Income Taxes Payable-0.08-0.060.40-1.00-0.000.51
Cash from Operating Activities1.55-1.721.09-1.631.681.12
Capital Expenditures-0.90-2.04-0.00-0.02-0.02-0.03
Net Assets From Acquisitions0.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.010.000.000.000.000.00
Purchase or Sale of Investments0.000.000.000.000.00-0.06
Purchase of Investments0.000.000.000.000.00-0.06
Sale Or Maturity of Investments0.000.000.00-0.000.00
Other Uses0.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.00
Cash from Investing Activities-0.88-2.04-0.00-0.02-0.02-0.09
Cash Dividends Paid0.000.000.000.000.000.00
Preferred Dividends (Cash Flow)0.000.000.000.000.000.00
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-0.514.05-0.79-0.09-1.57-1.26
Change in Long Term Debt-6.199.32-0.022.41-0.01-0.48
Issuance of Long Term Debt0.0210.090.002.390.01-0.40
Reduction of Long Term Debt-6.21-0.78-0.020.02-0.02-0.08
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-0.514.05-0.79-0.09-1.57-1.26
Net Change in Cash0.150.290.30-1.740.09-0.23
Free Cash Flow1.53-1.721.09-1.651.661.09
Price to Free Cash Flow--7.873.815.4167.73

Revenue breakdown

Nonperishables2022: 24.11M 2023: 26.68M
Perishables2022: 31.29M 2023: 31.36M
United States2022: 55.40M 2023: 58.04M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-3010.59%0.1M0.5M3.35M
2026-10-1510.12%0.1M0.5M4.08M
2026-09-3022.46%0.1M0.5M4.29M
2026-09-158.17%0.0M0.5M2.78M
2026-08-3117.01%0.1M0.5M2.75M
2026-08-1412.20%0.1M0.6M1.04M
2026-07-3126.17%0.1M0.6M1.01M
2026-07-15-0.0M-241.12K
2026-06-306.71%0.0M0.4M78.52K
2026-06-1511.21%0.0M0.3M76.23K
2026-05-297.20%0.0M0.3M45.69K
2026-05-153.07%0.0M0.3M46.01K
2026-04-305.25%0.0M0.3M34.25K
2026-04-152.67%0.0M0.3M30.59K
2026-03-313.71%0.0M0.1M29.71K
2026-03-1334.42%0.0M0.1M33.27K
2026-02-275.53%0.0M0.1M14.93K
2026-02-136.70%0.0M0.1M12.34K
2026-01-300.88%0.0M0.1M12.13K
2026-01-152.43%0.0M0.1M12.91K

Option chain

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

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-10PRE 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342026-11-09SEC
2026-11-06SCHEDULE 13G/ASEC
2026-09-298-KCurrent report2026-09-23SEC
2026-09-18SCHEDULE 13GSEC
2026-09-15NT 10-Q2026-07-31SEC
2026-09-084Statement of changes in beneficial ownership of securities2026-09-03SEC
2026-09-084Statement of changes in beneficial ownership of securities2026-09-03SEC
2026-08-258-KCurrent report2026-08-20SEC
2026-08-214Statement of changes in beneficial ownership of securities2026-08-07SEC
2026-08-184Statement of changes in beneficial ownership of securities2026-08-07SEC
2026-08-144Statement of changes in beneficial ownership of securities2026-08-07SEC
2026-08-124Statement of changes in beneficial ownership of securities2026-08-07SEC
2026-08-123Initial statement of beneficial ownership of securities2026-08-07SEC
2026-07-29NT 10-K2026-04-30SEC
2026-07-288-KCurrent report2026-07-28SEC
2026-07-278-KCurrent report2026-07-27SEC
2026-07-238-KCurrent report2026-07-23SEC
2026-07-208-KCurrent report2026-07-20SEC
2026-07-068-KCurrent report2026-07-06SEC
2026-07-068-KCurrent report2026-07-06SEC
2026-06-303Initial statement of beneficial ownership of securities2023-06-14SEC
2026-06-303Initial statement of beneficial ownership of securities2023-06-14SEC
2026-06-23ARSAnnual report to security holders. 2025-04-30SEC
2026-06-23DEF 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342026-07-22SEC
2026-06-098-KCurrent report2026-06-09SEC
2026-05-128-KCurrent report2026-05-11SEC
2026-05-128-KCurrent report2026-05-06SEC
2026-04-29SCHEDULE 13GSEC
2026-04-298-KCurrent report2026-04-23SEC
2026-04-234Statement of changes in beneficial ownership of securities2026-04-22SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-0848.75K3285.25K4
2026-070000
2026-060000
2026-050000
2026-049.36K300
2026-030000
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
StoneX Group Inc.2.34%
CITADEL ADVISORS LLC1.95%
JANE STREET GROUP, LLC1.79%
UBS Group AG1.42%
HRT FINANCIAL LP1.38%
XTX Topco Ltd1.30%
Virtu Financial LLC0.77%
GEODE CAPITAL MANAGEMENT, LLC0.41%
Tower Research Capital LLC0.39%
BlackRock, Inc.0.36%

Funds

Fund% owned
Avantis Core Municipal Fixed Income ETF145.59%
State Farm Municipal Bond Fund104.02%
Fidelity Extended Market Index Fund4.04%
Bond Index Fund3.47%
VANGUARD EXTENDED MARKET INDEX FUND0.04%
Fidelity Nasdaq Composite Index Fund0.01%
Blackstone Alternative Multi-Strategy Fund0.00%

OakChart. MSS. Cached 15 minutes.

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