OakChart

Chicago Atlantic Real Estate Finance Inc

REFIReal Estate·REIT - Mortgage·USA·Micro·NASD·Nov 11 • 10:12 AM ET

9.10-0.16 (-1.72%)
2026-11-11 16:13 CET
Market cap
237.25 USD m
Revenue, TTM
63.09 USD m
Net income, TTM
26.90 USD m
Free cash flow, TTM
25.82 USD m
EPS diluted, TTM
1.20
P/E
7.58
Compare

Price

REFI against its 20, 50 and 200-day averages
2050200miss
9.0010.0011.0012.00517K1.0MMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26REFIclose 9.1020-day 9.0750-day 9.86200-day 10.989.10

32.5% under 13.49 on 12 Dec 2025. Last 15 sessions, 11.3% high to low

Profile

REFI
52-week range, 10% of the way up
8.5913.49

Chicago Atlantic Real Estate Finance, Inc. is a commercial mortgage real estate investment trust. It engages in a series of transactions of senior secured loans and other real estate related assets. The company was founded on March 30, 2021 and is headquartered in Miami Beach, FL.

IndexRUT
IPODec 08, 2021
Beta0.34
ATR, 14d0.29
Rel volume0.40
Short float7.12%
Insider own11.51%
Inst own29.54%

Snapshot

6 groups

Valuation

IndexRUT
Market Cap233.18M
Enterprise Value368.77M
Income26.90M
Sales63.09M
Book/sh14.03
Cash/sh0.32
Dividend Est.1.88 (20.66%)
Dividend TTM1.88 (20.66%)
Dividend Ex-DateSep 30, 2026
Dividend Gr. 3/5Y1.27% -
Payout111.89%
Employees-
IPODec 08, 2021

Ratios

P/E7.58
Forward P/E4.33
PEG0.95
P/S3.70
P/B0.65
P/C28.20
P/FCF9.03
EV/EBITDA8.49
EV/Sales5.85
Quick Ratio0.65
Current Ratio0.65
Debt/Eq0.40
LT Debt/Eq0.40
Option/ShortYes / Yes

Earnings

EPS (ttm)1.20
EPS next Y2.10
EPS next Q0.49
EPS this Y1.42%
EPS next Y10.14%
EPS next 5Y4.57%
EPS past 3/5Y-2.62% 32.56%
Sales past 3/5Y6.93% 54.40%
EPS Y/Y TTM-25.73%
Sales Y/Y TTM1.21%
EPS Q/Q-39.66%
Sales Q/Q9.07%
EarningsNov 10 BMO
EPS/Sales Surpr.-1.35% -16.57%

Ownership

Insider Own11.51%
Insider Trans4.35%
Inst Own29.54%
Inst Trans6.81%
ROA5.65%
ROE8.04%
ROIC5.35%
Gross Margin87.36%
Oper. Margin57.31%
Profit Margin42.64%
SMA200.31%
SMA50-7.68%
SMA200-17.15%
Trades-

Technical

Shs Outstand25.62M
Shs Float22.67M
Short Float7.12%
Short Ratio8.50
Short Interest1.61M
52W High13.49 -32.54%
52W Low8.59 5.95%
Volatility3.44% 3.34%
ATR (14)0.29
RSI (14)46.09
Beta0.34
Rel Volume0.40
Avg Volume190.00K
Volume11,496

Performance

Perf Week-0.21%
Perf Month-0.10%
Perf Quarter-11.64%
Perf Half Y-19.74%
Perf YTD-25.77%
Perf Year-29.67%
Perf 3Y-39.26%
Perf 5Y-
Perf 10Y-
Recom2.00
Target Price12.25
Prev Close9.26
Price9.10
Change %-1.72%

Analyst ratings

latest 4 of 4
DateActionAnalystRating changeTargetImplied
Mar 16, 2026DowngradeOOppenheimerOutperform → Perform
Dec 17, 2024InitiatedAAlliance Global PartnersBuy$20+119.8%
Sep 05, 2023DowngradeCCompass PointBuy → Neutral$16+75.8%
Sep 01, 2023InitiatedPPiper SandlerNeutral$16+75.8%

Peers

Mkt cap
TickerCompanyMkt cap
SEVNSeven Hills Realty Trust152.37M
ACREAres Commercial Real Estate Corp197.83M
LIENChicago Atlantic BDC Inc208.58M
NREFNexPoint Real Estate Finance Inc243.59M
KREFKKR Real Estate Finance Trust Inc312.66M
SACHSachem Capital Corp38.91M
SUNSSunrise Realty Trust Inc94.28M
IIPRInnovative Industrial Properties Inc1.52B
AFCGAdvanced Flower Capital Inc78.97M
LOANManhattan Bridge Capital Inc38.24M

Insider trading

7 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Mazarakis JohnExecutive ChairmanAug 26 '26Buy10.6740,181428,595519,032Aug 28 03:24 PM
Mazarakis JohnExecutive ChairmanAug 27 '26Buy10.677,53080,345526,562Aug 28 03:24 PM
Mazarakis JohnExecutive ChairmanAug 21 '26Buy10.671451,547478,851Aug 25 05:16 PM
Sack PeterCo-Chief Executive OfficerAug 19 '26Buy10.453,50036,575123,356Aug 21 01:49 PM
Sack PeterCo-Chief Executive OfficerAug 18 '26Buy10.431,50015,645119,856Aug 21 01:49 PM
Mazarakis JohnExecutive ChairmanAug 17 '26Buy10.2525,000256,325478,706Aug 19 05:23 PM
Cappell AnthonyCo-Chief Executive OfficerAug 17 '26Buy10.4045,000468,225466,706Aug 19 05:22 PM

Held by

AUM
TickerCompanyAUM
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
IWMiShares Russell 2000 Index FundAUM: 77.38B
MORTVanEck Mortgage REIT Income ETFAUM: 312.26M
REMiShares Mortgage Real Estate ETFAUM: 433.30M
VXFVanguard Extended Market Index ETFAUM: 30.47B
IWNiShares Russell 2000 Value ETFAUM: 14.10B
VTWOVanguard Russell 2000 Index ETFAUM: 16.75B
RIETHoya Capital High Dividend Yield ETFAUM: 96.74M
FDMFirst Trust Dow Jones Select Microcap Index FundAUM: 267.52M
IWCiShares Micro-Cap ETFAUM: 1.22B

News

latest 14 of 206
  • Chicago Atlantic (REFI) Misses As Koach Income Props Up Dividend Coverage While Liquidity, Yield And Merger Timing Slip (Earnings Whispers)
  • Chicago Atlantic Real Estate Finance Announces Third Quarter 2026 Financial Results (GlobeNewswire)
  • Chicago Atlantic Faces A Dividend Coverage Test As Stock Sinks Far Below Book Value (Earnings Whispers)
  • Chicago Atlantic Real Estate Finance Schedules Third Quarter 2026 Earnings Release and Conference Call Date (GlobeNewswire)
  • High-Yield REITs vs. 10-Year Treasuries: Which Is the Better Buy? (Zacks) -5.80%
  • Loading…
  • Chicago Atlantic Real Estate Finance Declares Common Stock Dividend of $0.47 for the Third Quarter of 2026 (GlobeNewswire)
  • Chicago Atlantic BDC Inc (LIEN) (Q2 2026) Earnings Call Highlights: Record Credit Quality and ... (GuruFocus.com)
  • Chicago Atlantic Real Estate Finance Inc (REFI) (Q2 2026) Earnings Call Highlights: Strategic ... (GuruFocus.com)
  • Chicago Atlantic Real Estate Finance Announces Second Quarter 2026 Financial Results (GlobeNewswire)
  • Earnings To Watch: Chicago Atlantic Real Estate Finance Inc (REFI) Q2 2026 -- GF Value Sees 30% ... (GuruFocus.com)
  • Are ALOT, LIEN, REFI Obtaining Fair Deals for their Shareholders? (PR Newswire)
  • Chicago Atlantic Real Estate Finance Schedules Second Quarter 2026 Earnings Release and Conference Call Date (GlobeNewswire)
  • Chicago Atlantic Real Estate Finance, Inc. Announces Second-Lien Financing of Thirty-Two Cannabis Retail Properties (GlobeNewswire)

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q32026-11-100.4900.4970.25012.4714.953
2026Q22026-08-110.4300.4800.34412.8314.175
2026Q12026-05-070.4600.4680.22513.1213.695
2025Q42026-03-120.4300.4560.38014.2414.345
2025Q32025-11-040.4900.4750.41613.6914.044
2025Q22025-08-070.5100.4750.41314.4314.254
2025Q12025-05-070.4600.4980.47213.0414.715
2024Q42025-03-120.4600.5110.39114.0714.577
2024Q32024-11-070.5600.5230.55914.4614.026
2024Q22024-08-070.5000.5450.46213.1814.436
2024Q12024-05-070.5200.5800.46813.2414.786
2023Q42024-03-120.5120.5670.50614.8414.956
2023Q32023-11-080.5700.5560.53813.7314.445
2023Q22023-08-090.5500.5800.47313.6615.094
2023Q12023-05-090.6200.5540.59514.9114.835
2022Q42023-03-090.5700.5030.40914.7613.334

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2021FY1.4701.3730.54411.0811.54
2022FY2.1002.0351.82048.9047.83
2023FY2.2562.3072.11057.1058.62
2024FY2.0302.0591.87954.9556.27
2025FY1.8801.8941.68055.3956.46
2026FY-1.907--58.11
2027FY-2.100--62.45
2028FY-2.150--64.59

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q4S2026-11-1030015.1514.4316.00
2026Q4S2026-10-2530015.1514.4316.00
2026Q4S2026-09-3031015.1514.4316.00
2026Q4S2026-08-2041014.9314.2516.00
2026Q4S2026-08-1751014.8114.2516.00
2026Q4S2026-08-1151014.7814.2516.00
2026Q4S2026-07-2650014.6313.6916.00
2026Q4S2026-07-2551014.6313.6916.00
2026Q4S2026-07-2252114.6313.6916.00
2026Q4S2026-06-2252214.6313.6916.00
2026Q4S2026-05-1252214.6313.6916.00
2026Q4S2026-05-1151314.2312.3316.00
2026Q4S2026-05-0850314.1712.3316.00
2026Q4S2026-05-0751223.0112.3358.45

Estimate history

EPS, annual0.5441.822.111.8791.681.2
Period20212022202320242025TTM
EPS, quarterly0.5590.3910.4720.4130.4160.380.2250.3440.251
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Sales, annual11.07551.47263.00562.17762.93663.09
Period20212022202320242025TTM
Sales, quarterly16.25915.47915.10716.50215.25116.07615.16515.21916.634
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Shares, annual17.45417.76718.19720.82921.0825.622
Period20212022202320242025MRQ
Shares, quarterly19.63420.82920.89421.07521.07521.0821.0821.31425.622
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY
Total Revenue63.0962.9462.1863.0051.4711.08
Total Expenses26.9419.3817.9818.5416.571.50
Operating Income36.1643.5644.2044.4634.919.57
Unusual Expense0.000.000.000.000.000.00
Net Income Before Taxes26.9036.0137.0538.7132.299.50
Income Taxes0.000.000.000.000.000.00
Consolidated Net Income26.9036.0137.0538.7132.299.50
Net Income From Continuing Operations26.9036.0137.0538.7132.299.50
Net Income26.9036.0137.0538.7132.299.50
EPS (Recurring)1.051.681.882.111.820.54
EPS (Basic, Before Extraordinaries)1.221.711.922.141.830.54
EPS (Diluted)1.201.681.882.111.820.54
Non-Operating Income (Expense)0.000.000.000.000.000.00
Other After Tax Adjustments0.000.000.000.000.000.00
Stock Option Compensation Expense3.433.373.061.480.440.02
Price To Earnings Ratio6.786.787.737.948.82-
Price To Sales Ratio4.074.174.894.715.2026.24
Gross Margin87.3686.9787.0386.0687.2591.83
Operating Margin57.3169.2171.0970.5767.8286.43
Net Margin42.6457.2259.5861.4462.7485.75
Shares Outstanding25.6221.0820.8318.2017.7717.45
Market Capitalization237.25237.25302.76290.88259.99277.36

Income statement, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q22025Q12024Q4
Total Revenue16.6315.2215.1616.0815.2516.5015.1115.48
Total Expenses7.215.368.286.084.755.553.006.15
Operating Income9.429.866.889.9910.5010.9512.119.33
Unusual Expense0.000.000.000.000.000.000.000.00
Net Income Before Taxes6.437.474.848.168.938.8810.047.92
Income Taxes0.000.000.000.000.000.000.000.00
Consolidated Net Income6.437.474.848.168.938.8810.047.92
Net Income From Continuing Operations6.437.474.848.168.938.8810.047.92
Net Income6.437.474.848.168.938.8810.047.92
EPS (Recurring)0.250.340.230.380.420.410.470.39
EPS (Basic, Before Extraordinaries)0.250.350.230.390.420.420.480.40
EPS (Diluted)0.250.340.230.380.420.410.470.39
Non-Operating Income (Expense)0.000.000.000.000.000.000.000.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense0.690.960.870.910.930.880.650.85
Price To Earnings Ratio6.787.486.737.256.977.417.827.73
Price To Sales Ratio4.073.773.864.194.414.745.055.02
Gross Margin90.6889.4688.6680.7390.5988.2988.5181.50
Operating Margin56.6564.7745.3762.1768.8566.3880.1460.28
Net Margin38.6849.1131.9250.7458.5853.8066.4751.16
Shares Outstanding25.6221.3121.0821.0821.0821.0720.8920.83
Market Capitalization237.25228.49238.63258.38269.54292.71307.14302.76

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY
Cash & Short Term Investments14.9526.407.905.7280.25
Short Term Receivables5.204.821.111.200.20
Investment Securities0.000.000.000.000.00
Securities In Custody0.000.000.000.000.00
Investments0.000.000.840.000.00
Investment in Unconsolidated Affiliates0.000.000.000.000.00
Net Property, Plant & Equipment0.000.000.000.000.00
Other Intangible Assets404.77403.92349.37336.35197.72
Total Assets424.92435.15359.23343.27278.17
Total Debt98.43104.1066.0058.000.00
Long Term Debt98.43104.1066.0058.000.00
Provision for Risks Charges0.011.301.071.876.64
Other Liabilities18.6520.8020.3019.377.46
Total Liabilities117.10126.1987.3779.2414.09
Preferred Stock - Carrying Value0.000.000.000.000.00
Common Equity307.81308.96271.85264.03264.08
Total Shareholders Equity307.81308.96271.85264.03264.08
Accumulated Minority Interest0.000.000.000.000.00
Total Equity307.81308.96271.85264.03264.08
Total Liabilities & Stockholders Equity424.92435.15359.23343.27278.17
Book Value Per Share14.6014.8314.9414.8615.13
Tangible Book Value Per Share14.6014.8314.9414.8615.13
Full-Time Employees0----
Price to Book Ratio0.651.021.050.961.05
Return on Assets8.379.3311.0210.39-
Return on Equity11.6812.7614.4512.23-
Return on Invested Capital8.868.9711.4610.033.60
Quick Ratio1.081.410.420.335.71
Current Ratio1.081.410.420.335.71

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY
Funds from Operations25.8230.6429.1029.0627.388.36
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital-0.00-1.84-5.94-0.64-10.38-1.69
Cash from Operating Activities25.8228.7923.1628.4217.016.67
Capital Expenditures0.000.000.000.000.000.00
Net Assets From Acquisitions0.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.00
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 Uses0.000.00-5.500.000.000.00
Other Sources0.005.500.000.000.000.00
Cash from Investing Activities-53.708.74-39.30-1.93-125.24-145.22
Cash Dividends Paid-40.75-43.84-41.63-39.13-28.17-5.14
Change in Capital Stock-0.080.8738.376.944.38223.94
Repurchase of Common Pref Stock0.000.000.000.000.000.00
Sale of Common Pref Stock-0.080.8738.376.944.38223.94
Proceedsfrom Stock Options-0.080.8738.376.944.38223.94
Issuance or Reduction of Debt, Net41.91-6.0137.907.8957.500.00
Change in Long Term Debt41.91-6.0137.907.8957.50-
Issuance of Long Term Debt160.01141.99207.9081.8957.50-
Reduction of Long Term Debt-118.10-148.00-170.00-74.00--
Net Financing Active Other Cash Flow6.110.000.000.000.000.00
Other Financing Activities Uses0.000.000.000.000.000.00
Cash from Financing Activities7.23-48.9834.64-24.3133.71218.80
Net Change in Cash-20.65-11.4518.502.18-74.5380.25
Free Cash Flow25.8228.7923.1628.4217.016.67
Preferred Dividends (Cash Flow)-0.000.000.000.000.00
Price to Free Cash Flow-----189.51

Balance sheet, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Cash & Short Term Investments8.2713.3527.8614.9528.9235.56
Short Term Receivables62.626.264.975.204.514.18
Investments0.000.000.000.000.000.00
Investment in Unconsolidated Affiliates0.000.000.000.000.000.00
Net Property, Plant & Equipment0.000.000.000.000.000.00
Other Intangible Assets454.08442.09403.12404.77393.64415.48
Total Assets524.97461.70435.95424.92427.08455.21
Total Debt143.86140.50116.4498.43101.67120.42
Long Term Debt143.86140.50116.4498.43101.67120.42
Provision for Risks Charges2.582.530.010.010.010.24
Other Liabilities19.0917.0216.0718.6515.4724.53
Total Liabilities165.54160.05132.53117.10117.16145.19
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity359.43301.65303.42307.81309.91310.03
Total Shareholders Equity359.43301.65303.42307.81309.91310.03
Accumulated Minority Interest0.000.000.000.000.000.00
Total Equity359.43301.65303.42307.81309.91310.03
Total Liabilities & Stockholders Equity524.97461.70435.95424.92427.08455.21
Book Value Per Share14.0314.1514.3914.6014.7114.71
Tangible Book Value Per Share14.0314.1514.3914.6014.7114.71
Full-Time Employees---0--
Price to Book Ratio0.650.740.780.830.870.94
Return on Assets5.656.417.248.379.029.04
Return on Equity8.049.6110.0311.6811.8212.63
Return on Invested Capital1.281.691.152.012.172.06
Quick Ratio0.651.002.041.082.161.60
Current Ratio0.651.002.041.082.161.60

Cash flow, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Funds from Operations5.726.667.825.628.408.85
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital1.362.39-4.660.90-0.22-2.39
Cash from Operating Activities7.089.063.166.528.196.46
Capital Expenditures0.000.000.000.000.000.00
Net Assets From Acquisitions0.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.00
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 Sources0.000.000.000.005.500.00
Cash from Investing Activities-11.51-36.651.73-7.2814.06-3.56
Cash Dividends Paid-10.02-10.91-9.91-9.91-9.91-10.43
Preferred Dividends (Cash Flow)0.000.000.000.000.000.00
Change in Capital Stock0.000.00-0.03-0.05-0.031E-06
Repurchase of Common Pref Stock0.000.000.000.000.000.00
Sale of Common Pref Stock0.000.00-0.03-0.05-0.031E-06
Proceedsfrom Stock Options0.000.00-0.03-0.05-0.031E-06
Issuance or Reduction of Debt, Net3.2624.0017.95-3.30-18.9133.20
Change in Long Term Debt3.2624.0017.95-3.30-18.9133.20
Issuance of Long Term Debt13.2655.0055.7536.0049.0940.90
Reduction of Long Term Debt-10.00-31.00-37.80-39.30-68.00-7.70
Net Financing Active Other Cash Flow6.110.000.000.000.000.00
Other Financing Activities Uses0.000.000.000.000.000.00
Cash from Financing Activities-0.6613.098.01-13.22-28.8922.77
Net Change in Cash-5.08-14.5012.91-13.97-6.6425.68
Free Cash Flow7.089.063.166.528.196.46

Revenue breakdown

Revenue split-

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-307.12%1.6M22.7M195.06K
2026-10-157.37%1.7M22.7M194.92K
2026-09-308.28%1.9M22.7M188.49K
2026-09-156.07%1.4M22.7M182.49K
2026-08-315.89%1.3M22.1M168.90K
2026-08-145.38%1.2M22.1M163.26K
2026-07-316.20%1.1M18.5M161.71K
2026-07-156.05%1.1M18.5M161.22K
2026-06-306.75%1.2M18.5M161.64K
2026-06-155.29%1.0M18.4M162.25K
2026-05-295.57%1.0M18.4M166.06K
2026-05-155.12%0.9M18.4M166.11K
2026-04-305.07%0.9M18.0M162.99K
2026-04-155.99%1.1M18.0M156.34K
2026-03-316.48%1.2M18.0M154.13K
2026-03-133.35%0.6M18.0M139.71K
2026-02-272.88%0.5M18.0M136.68K
2026-02-132.70%0.5M18.0M134.64K
2026-01-302.64%0.5M18.0M125.50K
2026-01-152.65%0.5M18.0M125.75K

Option chain

expiry 2026-11-20
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call2.506.007.508.4510.5090.000.000.970-0.0200.001
call5.003.604.805.824.8520.000.000.944-0.0180.002
call7.501.402.101.502.1323.000.000.879-0.0140.003
call10.000.000.850.101.9213.000.000.456-0.0560.006
call12.500.000.100.001.3810.000.000.108-0.0190.003
call15.000.001.250.002.0530.000.000.084-0.0250.002
call17.500.001.250.002.4610.000.000.072-0.0270.002
call20.000.001.250.002.7250.000.000.065-0.0260.002
put2.500.001.250.005.3100.000.00-0.025-0.0250.001
put5.000.001.250.092.6831.000.00-0.052-0.0230.002
put7.500.000.100.101.1221.000.00-0.112-0.0170.003
put10.000.401.150.651.0648.000.00-0.545-0.0650.006
put12.502.703.900.002.5500.000.00-0.888-0.0250.003
put15.005.206.400.003.2730.000.00-0.911-0.0280.002
put17.507.609.000.004.2020.000.00-0.923-0.0300.002
put20.0010.1011.500.004.6710.000.00-0.930-0.0310.002

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-10425Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions.SEC
2026-11-10DEFA14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934SEC
2026-11-10425Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions.SEC
2026-11-108-KCurrent report2026-11-10SEC
2026-11-1010-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-08-284Statement of changes in beneficial ownership of securities2026-08-26SEC
2026-08-254Statement of changes in beneficial ownership of securities2026-08-21SEC
2026-08-214Statement of changes in beneficial ownership of securities2026-08-18SEC
2026-08-194Statement of changes in beneficial ownership of securities2026-08-17SEC
2026-08-194Statement of changes in beneficial ownership of securities2026-08-17SEC
2026-08-11425Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions.SEC
2026-08-11DEFA14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934SEC
2026-08-11425Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions.SEC
2026-08-118-KCurrent report2026-08-11SEC
2026-08-1110-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-07-14425Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions.SEC
2026-07-13425Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions.SEC
2026-07-138-KCurrent report2026-07-09SEC
2026-06-18425Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions.SEC
2026-06-18425Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions.SEC
2026-06-18DEFA14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934SEC
2026-06-18425Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions.SEC
2026-06-188-KCurrent report2026-06-17SEC
2026-06-118-KCurrent report2026-06-11SEC
2026-05-078-KCurrent report2026-05-07SEC
2026-05-0710-QQuarterly report pursuant to Section 13 or 15(d)2026-03-31SEC
2026-04-23ARSAnnual report to security holders. 2025-12-31SEC
2026-04-23DEF 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342026-04-22SEC
2026-04-224Statement of changes in beneficial ownership of securities2026-04-20SEC
2026-04-224Statement of changes in beneficial ownership of securities2026-04-20SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-081.29M700
2026-070000
2026-060000
2026-050000
2026-040000
2026-030000
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
BlackRock, Inc.8.07%
Fielder Capital Group LLC4.61%
VANGUARD CAPITAL MANAGEMENT LLC3.70%
STATE STREET CORP2.34%
SEGALL BRYANT & HAMILL, LLC0.88%
CDC Financial, Inc.0.77%
Clayton Partners LLC0.73%
Corient Private Wealth LP0.72%
NORTHERN TRUST CORP0.69%
VANGUARD PORTFOLIO MANAGEMENT LLC0.59%

Funds

Fund% owned
VANGUARD TOTAL STOCK MARKET INDEX FUND2.68%
iShares Russell 2000 ETF2.57%
iShares Mortgage Real Estate ETF1.01%
iShares Russell 2000 Value ETF0.94%
VANGUARD EXTENDED MARKET INDEX FUND0.93%
Hoya Capital High Dividend Yield ETF0.47%
VANGUARD RUSSELL 2000 INDEX FUND0.42%
iShares Micro-Cap ETF0.30%
Intrepid Capital Fund0.29%
Schwab Small-Cap Index Fund0.22%

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