Financials · Insurance Agents, Brokers & Service · Nasdaq · CIK 1333493 · FYE Dec 31 · Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $1.32Day −2.94%Mkt cap $42M1Y −63.6%Off 52W high −77.6%Vol (1Y) 106.0%
Daily closing price, split-adjusted to the current basis; 3y shown of 4,953 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Short interest2.4% of sh out |
| Days to cover2.0d |
| 13F net flow (QoQ)+1.25% |
| Top-10 13F concentration69.6% |
| Next report (est.)2026-08-05 |
Short interest is FINRA semi-monthly, settlement 2026-07-15. 13F figures are quarterly filings, period 2026-Q1 — a lower bound on true ownership.
| Sales (TTM)$528.9M |
| Earnings (TTM)$33.4M |
| ROE6.8% |
| Net margin7.2% |
| ROIC7.3% |
| Debt / equity0.19× |
| Sales growth 3Y11.0% |
Screener basis: ratios from the latest reported fiscal year; Sales/Earnings are trailing twelve months in the reporting currency (USD). The P/E is a trailing FULL-YEAR P/E, not TTM. Missing lines are absent from the filings, never imputed.
| YTD−71.3% |
| 1Y−63.6% |
| 3Y−82.5% |
| 5Y−97.6% |
| 10Y−86.2% |
| Since incept. (ann.)−13.4% |
Total return through 2026-07-29 · series begins 2006-10-20. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)106.0% |
| Ann. volatility (3Y)85.6% |
| Sharpe (1Y)−0.53 |
| Sharpe (3Y)−0.26 |
| Max drawdown (1Y)−78.1% |
| Max drawdown (3Y)−88.9% |
| Beta (3Y vs SPY)1.31 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| BlackRock, Inc. | 2.7M | $3M | 8.66% | −5.3% |
| Nantahala Capital Management, LLC | 1.8M | $2M | 5.67% | +0.0% |
| AQR CAPITAL MANAGEMENT LLC | 1.7M | $2M | 5.52% | +2050.9% |
| Palo Alto Investors LP | 1.5M | $2M | 4.77% | −3.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | $2M | 3.88% | new |
| DIMENSIONAL FUND ADVISORS LP | 828,200 | $1M | 2.67% | −13.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 736,308 | $950,019 | 2.37% | +3.3% |
| D. E. Shaw & Co., Inc. | 469,551 | $605,721 | 1.51% | +54.1% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
| Period end | Reported | EPS | EPS YoY | Revenue | Rev YoY |
|---|---|---|---|---|---|
| 2026-03-31 | 2026-05-06 | −$0.58 | — | $88.0M | −22.2% |
| 2025-12-31 | 2026-02-25 | — | — | $326.2M | +3.5% |
| 2025-09-30 | 2025-11-05 | −$1.46 | — | $53.9M | −7.8% |
| 2025-06-30 | 2025-08-06 | −$0.98 | — | $60.8M | −7.7% |
EPS and revenue as reported in this filer's own XBRL — our extraction of the filings, not a vendor consensus feed, and never a beat/miss claim (we carry no estimates). YoY compares the same fiscal quarter a year earlier. Next report 2026-08-05 is ESTIMATED from filing cadence (median gap 91d) — not company-confirmed.
Commission 32% · Medicare 30% · Commission Members Approved During Current Period 29% · Product And Service Other 4% · Commission Members Approved In Prior Periods 3%
product & service · each slice's share of TAGGED segment revenue in the latest annual filing (XBRL, as filed). Untagged revenue is excluded from the denominator, so slices need not sum to consolidated sales.
