How many institutions own OESX stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own OESX shares is 41, representing 40.47% of the company's common stock.

Who are the major shareholders selling Orion Energy Systems, Inc. stock?

RAYMOND JAMES FINANCIAL INC, in the last quarter, reduced its stake in OESX by -100% restricting it's holding to 0 shares of worth nearly -. MARINER, LLC also lessened -100% of the OESX shares from its portfolio, reducing its holding to 0 shares of worth -. BANK OF AMERICA CORP /DE/ also shunned OESX shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying OESX stock?

As per its latest 13F filing, UBS GROUP AG increased its stake in OESX by 100% in the last quarter. The institutional holder raised its holding to 355 shares having worth more than $3.11K. ADVISOR GROUP HOLDINGS, INC. also added 100% more shares of OESX to its portfolio, raising its holding to 119 shares of worth $824.00. BLACKROCK, INC. also increased its OESX shares holding by 100% which brought its holding to 24.21 thousand shares worth $212.07K.

OESX's major insiders: who are they?

The insider with the most stakes in OESX is JENKINS MICHAEL H , Chief Executive Officer at the company. Additionally, OESX stock is highly held by CEO and Board Chair Altschaefl Michael W and Chief Financial Officer Hull William T among others.

Did an insider recently sell OESX stock?

Company executives, directors, and other insiders own 14.74% percent of Orion Energy Systems, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which OESX insiders have sold stock, totaling 0 shares. Insiders that have sold shares include GREEN SCOTT A., POTTS MICHAEL J, and SCRIBANTE JOHN H.

Which insider recently purchased OESX stock?

There have been 1 transaction(s) during the past 6-months in which Orion Energy Systems, Inc. insiders have bought stock, totalling 21166 shares

How much of OESX does insiders own?

Around 46.52K Orion Energy Systems, Inc. shares are held by insiders, which represents about 14.74% of OESX stock.

Who is the insider with the largest stake?

OESX Chief Executive Officer, JENKINS MICHAEL H holds the largest portfolio of the company's shares. OESX shares owned by JENKINS total nearly 1.25 million.

Which institution holds the most shares in OESX?

UBS GROUP AG is the largest institutional owner in OESX which holds 355 shares worth $3.11K or 0.01% of the total OESX shares outstanding followed by RAYMOND JAMES FINANCIAL INC with ownership of 0 shares representing 0% of the OESX ownership. MARINER, LLC is the third largest stakeholder with 0 shares or 0% of the ownership worth more than -.

Is Orion Energy Systems, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the OESX is concerned, it is a stock which is not optionable.

Is there a short position on OESX's shares?

Number of OESX shares short is 2.79K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding OESX shares are there?

As of today, 3.52M shares of OESX are outstanding.

Is there many float in OESX stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, OESX has 2.87M shares in float.

OESX short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for OESX is 0.29.

Orion Energy Systems (OESX) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares0.01

Short Percent Of Float0.01

Shares Outstanding3.52M

Shares Float2.87M

Shares Short2.79K

Short Ratio0.29

0.01%

Short % of Float

0.01%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

14.74% Percentage of Shares held by All Insiders

40.47% Percentage of Shares held by All Institutions

47.46% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 40.47% of OESX shares are held by financial institutions. UBS GROUP AG is the top corporate investor, holding 355 shares valued at $3.11K. A 0.01% stake in Orion Energy Systems, Inc. is owned by the company. RAYMOND JAMES FINANCIAL INC owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	UBS GROUP AG	0.01%	355	3.11K	355	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-15.14K	-100.00%
Sep 30, 2025	MARINER, LLC	0%	0	-	-43.53K	-100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0%	0	-	-20.33K	-100.00%
Sep 30, 2025	US BANCORP \DE\	0%	0	-	-899.01K	-100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	119	824	119	+100.00%
Sep 30, 2025	ANNANDALE CAPITAL, LLC	0.52%	17.33K	1.52M	-156.01K	-90.00%
Sep 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	0	-	-650	-100.00%
Sep 30, 2025	BLACKROCK, INC.	0.71%	24.21K	212.07K	24.21K	+100.00%
Sep 30, 2025	REGISTER FINANCIAL ADVISORS LLC	0%	0	-	-15K	-100.00%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0%	57	499	57	+100.00%
Sep 30, 2025	XTX TOPCO LTD	0%	0	-	-13.4K	-100.00%
Sep 30, 2025	IAG WEALTH PARTNERS, LLC	0.05%	1.6K	14.02K	1.6K	+100.00%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0%	0	-	-31.59K	-100.00%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	10	88	10	+100.00%
Sep 30, 2025	PARALLEL ADVISORS, LLC	0%	19	166	19	+100.00%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0%	0	-	-20K	-100.00%
Sep 30, 2025	FIRSTHAND CAPITAL MANAGEMENT, INC.	0%	0	-	-14K	-100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-126.55K	-100.00%
Sep 30, 2025	MORGAN STANLEY	0%	0	-	-45.44K	-100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	0	-	-400	-100.00%
Sep 30, 2025	STATE STREET CORP	0%	0	-	-85.61K	-100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0%	0	-	-55.79K	-100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-2K	-100.00%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0%	0	-	-500	-100.00%
Sep 30, 2025	IFP ADVISORS, INC	0%	3	26	3	+100.00%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	73	639	73	+100.00%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0%	0	-	-374.29K	-100.00%
Sep 30, 2025	VANGUARD GROUP INC	0%	0	-	-1.29M	-100.00%
Sep 30, 2025	GRACE & WHITE INC /NY	0%	0	-	-2.88M	-100.00%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0%	0	-	-1.26M	-100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-142.98K	-100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0%	0	-	-12.57K	-100.00%
Sep 30, 2025	THOMPSON DAVIS & CO., INC.	0%	0	-	-96.91K	-100.00%
Sep 30, 2025	TIETON CAPITAL MANAGEMENT, LLC	0%	0	-	-2.49M	-100.00%
Sep 30, 2025	PENBROOK MANAGEMENT LLC	0%	0	-	-179.93K	-100.00%
Sep 30, 2025	CITIGROUP INC	0%	1	9	1	+100.00%
Sep 30, 2025	BARCLAYS PLC	0%	13	114	13	+100.00%
Sep 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0%	0	-	-3.66M	-100.00%
Jun 30, 2025	STATE STREET CORP	0.26%	85.61K	52.22K	0	0
Jun 30, 2025	VANGUARD GROUP INC	3.88%	1.29M	787.56K	0	0
Jun 30, 2025	ACUITAS INVESTMENTS, LLC	0%	0	-	-362.24K	-100.00%
Jun 30, 2025	TWO SIGMA SECURITIES, LLC	0%	0	-	-12.95K	-100.00%
Jun 30, 2025	XTX TOPCO LTD	0.04%	13.4K	8.17K	13.4K	+100.00%
Jun 30, 2025	THOMPSON DAVIS & CO., INC.	0.29%	96.91K	58.15K	5K	+5.44%
Jun 30, 2025	ANNANDALE CAPITAL, LLC	0.52%	173.34K	106K	0	0
Jun 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-3.8K	-100.00%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0%	0	-	-16.99K	-100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-61	-100.00%
Jun 30, 2025	IFP ADVISORS, INC	0%	30	18	0	0
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	100	61	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	400	240	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	500	305	0	0
Jun 30, 2025	SBI SECURITIES CO., LTD.	0%	585	351	0	0
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	650	390	0	0
Jun 30, 2025	PARALLEL ADVISORS, LLC	0%	719	431	193	+36.69%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1.19K	714	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.01%	2K	1.2K	0	0
Jun 30, 2025	UBS GROUP AG	0.04%	12.14K	7.28K	9.84K	+427.78%
Jun 30, 2025	LPL FINANCIAL LLC	0.04%	12.57K	7.54K	0	0
Jun 30, 2025	IAG WEALTH PARTNERS, LLC	0.04%	14K	8.4K	2K	+16.67%
Jun 30, 2025	FIRSTHAND CAPITAL MANAGEMENT, INC.	0.04%	14K	8.54K	0	0
Jun 30, 2025		0%	585	351	0	0
Jun 30, 2025	REGISTER FINANCIAL ADVISORS LLC	0.05%	15K	9K	0	0
Jun 30, 2025	SMITH ANGLIN FINANCIAL, LLC	0.05%	15K	9K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.05%	15.14K	9.08K	75	+0.50%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.06%	20K	12K	2K	+11.11%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.06%	20.33K	12.2K	48	+0.24%
Jun 30, 2025	US BANCORP \DE\	2.7%	899.01K	539.49K	99.5K	+12.45%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	3.79%	1.26M	757.11K	4.2K	+0.33%
Jun 30, 2025	TIETON CAPITAL MANAGEMENT, LLC	7.48%	2.49M	1.52M	-9.87K	-0.39%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.38%	126.55K	77.19K	47.65K	+60.39%
Jun 30, 2025	PENBROOK MANAGEMENT LLC	0.54%	179.93K	107.97K	-157.67K	-46.70%
Jun 30, 2025	GRACE & WHITE INC /NY	8.66%	2.88M	1.73M	99.5K	+3.57%
Jun 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	10.98%	3.66M	2.2M	-52.5K	-1.41%
Jun 30, 2025	BLACKROCK, INC.	0.74%	245.74K	147.47K	0	0
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.12%	374.29K	228.37K	1.09K	+0.29%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.09%	31.59K	19.27K	0	0
Jun 30, 2025	MARINER, LLC	0.13%	43.53K	26.55K	0	0
Jun 30, 2025	MORGAN STANLEY	0.14%	45.44K	27.27K	16.95K	+59.47%
Jun 30, 2025	NORTHERN TRUST CORP	0.17%	55.79K	33.48K	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.01%	2K	1.44K	0	0
Mar 31, 2025	NORTHERN TRUST CORP	0.17%	55.79K	40.23K	0	0
Mar 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	100	72	0	0
Mar 31, 2025	VANGUARD GROUP INC	3.92%	1.29M	930.88K	14.63K	+1.15%
Mar 31, 2025	JPMORGAN CHASE & CO	0%	61	44	-5	-7.58%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	3.82%	1.26M	906.75K	-23.22K	-1.81%
Mar 31, 2025	US BANCORP \DE\	2.43%	799.51K	576.53K	39.04K	+5.13%
Mar 31, 2025	REGISTER FINANCIAL ADVISORS LLC	0.05%	15K	10.82K	0	0
Mar 31, 2025	FIRSTHAND CAPITAL MANAGEMENT, INC.	0.04%	14K	10.1K	0	0
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.13%	373.2K	269.18K	61.07K	+19.57%
Mar 31, 2025	ACUITAS INVESTMENTS, LLC	1.1%	362.24K	261.21K	-654.74K	-64.38%
Mar 31, 2025	MARINER, LLC	0.13%	43.53K	31.39K	0	0
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.1%	31.59K	22.78K	5.68K	+21.93%
Mar 31, 2025	PENBROOK MANAGEMENT LLC	1.03%	337.6K	243.44K	-3.25K	-0.95%
Mar 31, 2025	ANNANDALE CAPITAL, LLC	0.53%	173.34K	125K	0	0
Mar 31, 2025	THOMPSON DAVIS & CO., INC.	0.28%	91.91K	66.27K	91.91K	+100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	78.9K	56.89K	-50.71K	-39.13%
Mar 31, 2025	TWO SIGMA SECURITIES, LLC	0.04%	12.95K	9.34K	12.95K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	0.04%	12.57K	9.06K	0	0
Mar 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	650	469	0	0
Mar 31, 2025	ALLWORTH FINANCIAL LP	0%	500	362	0	0
Mar 31, 2025	IFP ADVISORS, INC	0%	30	22	0	0
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-807	-100.00%
Mar 31, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	11.27%	3.71M	2.68M	0	0
Mar 31, 2025	GRACE & WHITE INC /NY	8.46%	2.78M	2.01M	39.04K	+1.42%
Mar 31, 2025	BLACKROCK, INC.	0.75%	245.74K	177.2K	0	0
Mar 31, 2025	MORGAN STANLEY	0.09%	28.49K	20.55K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.06%	20.28K	14.62K	14	+0.07%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1.19K	856	-400	-25.16%
Mar 31, 2025		0%	585	422	0	0
Mar 31, 2025	PARALLEL ADVISORS, LLC	0%	526	379	0	0
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0%	400	288	0	0
Mar 31, 2025	STATE STREET CORP	0.26%	85.61K	61.73K	0	0
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.05%	18K	12.98K	0	0
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.05%	16.99K	12.25K	0	0
Mar 31, 2025	IAG WEALTH PARTNERS, LLC	0.04%	12K	8.65K	0	0
Mar 31, 2025	UBS GROUP AG	0.01%	2.3K	1.66K	-481	-17.30%
Mar 31, 2025	CONNORS INVESTOR SERVICES INC	0%	0	-	-102.76K	-100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-100	-100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.05%	15.06K	10.86K	0	0
Mar 31, 2025	SMITH ANGLIN FINANCIAL, LLC	0.05%	15K	10.82K	0	0
Mar 31, 2025	TIETON CAPITAL MANAGEMENT, LLC	7.6%	2.5M	1.8M	-159.43K	-5.99%
Mar 31, 2024	NORTHERN TRUST CORP	0.17%	55.9K	48.65K	0	0
Mar 31, 2024	CITADEL ADVISORS LLC	0.05%	16.4K	14.27K	16K	+4,000.00%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.05%	16.99K	14.78K	0	0
Mar 31, 2024	WEDBUSH SECURITIES INC	0.06%	20K	17K	-1K	-4.76%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.08%	25.91K	22.55K	0	0
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	66.61K	57.96K	14.28K	+27.30%
Mar 31, 2024	STATE STREET CORP	0.26%	85.61K	74.5K	0	0
Mar 31, 2024	CONNORS INVESTOR SERVICES INC	0.44%	143.37K	124.76K	-6.63K	-4.42%
Mar 31, 2024	ANNANDALE CAPITAL, LLC	0.65%	212.41K	185K	-29.84K	-12.32%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.83%	268.73K	233.92K	0	0
Mar 31, 2024	BLACKROCK INC.	0.99%	323.24K	281.29K	-1.9K	-0.59%
Mar 31, 2024	PENBROOK MANAGEMENT LLC	1.25%	405.25K	352.65K	-6.2K	-1.51%
Mar 31, 2024	US BANCORP \DE\	2.94%	957.51K	833.23K	5.24K	+0.55%
Mar 31, 2024	SMITH ANGLIN FINANCIAL, LLC	0.05%	15K	13.05K	0	0
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.05%	15K	13.05K	0	0
Mar 31, 2024	REGISTER FINANCIAL ADVISORS LLC	0.05%	15K	13.05K	0	0
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.05%	14.8K	12.88K	0	0
Mar 31, 2024	LPL FINANCIAL LLC	0.04%	14.07K	12.24K	0	0
Mar 31, 2024	FIRSTHAND CAPITAL MANAGEMENT, INC.	0.04%	14K	12.18K	0	0
Mar 31, 2024	UBS GROUP AG	0.04%	13.69K	11.91K	12.81K	+1,450.51%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.03%	11.03K	9.6K	-1.13K	-9.27%
Mar 31, 2024	TWO SIGMA SECURITIES, LLC	0.03%	10.38K	9.04K	10.38K	+100.00%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	10K	8.7K	-47.61K	-82.64%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	6.23K	5.42K	-1.1K	-15.06%
Mar 31, 2024	MORGAN STANLEY	0.01%	4.69K	4.08K	-12	-0.26%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.01%	1.79K	1.56K	0	0
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0%	956	832	4	+0.42%
Mar 31, 2024	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	650	566	650	+100.00%
Mar 31, 2024	PARALLEL ADVISORS, LLC	0%	526	458	0	0
Mar 31, 2024	ALLWORTH FINANCIAL LP	0%	500	436	0	0
Mar 31, 2024	JOHNSON FINANCIAL GROUP, INC.	0%	410	357	410	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	240	209	4	+1.69%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	71	62	21	+42.00%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0%	0	-	-22.27K	-100.00%
Mar 31, 2024	VIRTU FINANCIAL LLC	0%	0	-	-15.1K	-100.00%
Mar 31, 2024	JANE STREET GROUP, LLC	0%	0	-	-24.6K	-100.00%
Mar 31, 2024	ACUITAS INVESTMENTS, LLC	3.5%	1.14M	992.14K	0	0
Mar 31, 2024	TIETON CAPITAL MANAGEMENT, LLC	6.56%	2.13M	1.86M	6.98K	+0.33%
Mar 31, 2024	GRACE & WHITE INC /NY	8.14%	2.65M	2.31M	18.12K	+0.69%
Mar 31, 2024	VANGUARD GROUP INC	3.92%	1.28M	1.11M	15.95K	+1.27%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	4.16%	1.35M	1.18M	-73.48K	-5.15%
Mar 31, 2024	CGC FINANCIAL SERVICES, LLC	0%	0	-	-50	-100.00%
Mar 31, 2024	XTX TOPCO LTD	0%	0	-	-15.59K	-100.00%
Mar 31, 2024	GAME PLAN FINANCIAL ADVISORS, LLC	0%	0	-	-1.25K	-100.00%
Mar 31, 2024	RADNOR CAPITAL MANAGEMENT, LLC	0%	0	-	-10K	-100.00%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0%	0	-	-16.22K	-100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0%	0	-	-19	-100.00%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0%	1	1	0	0
Mar 31, 2024	EVERSOURCE WEALTH ADVISORS, LLC	0%	100	86	0	0
Mar 31, 2024		0%	650	566	650	+100.00%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.17%	56.17K	48.88K	-37.33K	-39.92%
Mar 31, 2024	NORTH STAR INVESTMENT MANAGEMENT CORP.	11.89%	3.87M	3.37M	55K	+1.44%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.11%	35.01K	30.47K	-15.95K	-31.30%
Mar 31, 2024	GREAT VALLEY ADVISOR GROUP, INC.	0.17%	55.19K	48.17K	55.19K	+100.00%
Dec 31, 2023	VIRTU FINANCIAL LLC	0.05%	15.1K	13K	15.1K	+100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.05%	16.22K	14.05K	0	0
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.05%	16.99K	14.72K	0	0
Dec 31, 2023	WEDBUSH SECURITIES INC	0.06%	21K	18K	-1.5K	-6.67%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.07%	22.27K	19.3K	-79.88K	-78.20%
Dec 31, 2023	JANE STREET GROUP, LLC	0.08%	24.6K	21.32K	24.6K	+100.00%
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	0.08%	25.91K	22.45K	15.91K	+159.08%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.16%	50.96K	44.16K	-2.68K	-5.00%
Dec 31, 2023	NORTHERN TRUST CORP	0.17%	55.9K	48.45K	0	0
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.18%	57.61K	49.92K	47.54K	+472.42%
Dec 31, 2023	STATE STREET CORP	0.26%	85.61K	74.19K	0	0
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.29%	93.51K	81.03K	93.51K	+100.00%
Dec 31, 2023	CONNORS INVESTOR SERVICES INC	0.46%	150K	130K	6.36K	+4.43%
Dec 31, 2023	ANNANDALE CAPITAL, LLC	0.74%	242.25K	210K	0	0
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.83%	268.73K	232.94K	0	0
Dec 31, 2023	BLACKROCK INC.	1%	325.15K	281.77K	7.36K	+2.32%
Dec 31, 2023	PENBROOK MANAGEMENT LLC	1.26%	411.45K	356.56K	-3.3K	-0.80%
Dec 31, 2023	US BANCORP \DE\	2.93%	952.27K	825.24K	502.02K	+111.50%
Dec 31, 2023	NORTH STAR INVESTMENT MANAGEMENT CORP.	11.72%	3.81M	3.3M	951.24K	+33.23%
Dec 31, 2023	ACUITAS INVESTMENTS, LLC	3.5%	1.14M	988.04K	0	0
Dec 31, 2023	VANGUARD GROUP INC	3.87%	1.26M	1.09M	0	0
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	4.39%	1.43M	1.24M	154.8K	+12.16%
Dec 31, 2023	TIETON CAPITAL MANAGEMENT, LLC	6.54%	2.13M	1.84M	7.11K	+0.34%
Dec 31, 2023	GRACE & WHITE INC /NY	8.09%	2.63M	2.28M	1.59M	+153.98%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0%	1	1	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0%	19	16	19	+100.00%
Dec 31, 2023	IFP ADVISORS, INC	0%	30	26	-122	-80.26%
Dec 31, 2023		0%	50	43	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0%	50	43	15	+42.86%
Dec 31, 2023	EVERSOURCE WEALTH ADVISORS, LLC	0%	100	87	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	236	205	12	+5.36%
Dec 31, 2023	CITADEL ADVISORS LLC	0%	400	347	-200	-33.33%
Dec 31, 2023	ALLWORTH FINANCIAL LP	0%	500	434	0	0
Dec 31, 2023	PARALLEL ADVISORS, LLC	0%	526	456	0	0
Dec 31, 2023	UBS GROUP AG	0%	883	766	853	+2,843.33%
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0%	952	1.02K	-3.25K	-77.36%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0%	1K	867	0	0
Dec 31, 2023	GAME PLAN FINANCIAL ADVISORS, LLC	0%	1.25K	1.08K	1.25K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.01%	1.79K	1.55K	-1.05K	-36.97%
Dec 31, 2023	MORGAN STANLEY	0.01%	4.7K	4.07K	12	+0.26%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	7.33K	6.36K	6.83K	+1,374.85%
Dec 31, 2023	RADNOR CAPITAL MANAGEMENT, LLC	0.03%	10K	9K	-1K	-9.09%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.04%	12.16K	10.54K	12.16K	+100.00%
Dec 31, 2023	FIRSTHAND CAPITAL MANAGEMENT, INC.	0.04%	14K	25.06K	14K	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	0.04%	14.07K	12.19K	3.66K	+35.15%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.05%	14.8K	12.83K	0	0
Dec 31, 2023	REGISTER FINANCIAL ADVISORS LLC	0.05%	15K	13K	-32.19K	-68.21%
Dec 31, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.05%	15K	13K	1K	+7.14%
Dec 31, 2023	SMITH ANGLIN FINANCIAL, LLC	0.05%	15K	13K	0	0
Dec 31, 2023	XTX TOPCO LTD	0.05%	15.59K	13.51K	15.59K	+100.00%

Insiders

Among the OESX insiders holding of 14.74% of the stake in company, JENKINS MICHAEL H, Chief Executive Officer, holds the largest shares of 1.25M. ALTSCHAEFL MICHAEL W, CEO and Board Chair, is the second largest OESX insider with ownership of 1.04M shares. HULL WILLIAM T, Chief Financial Officer, stands third with possession of 900K shares of that stake.

Insiders	Designation	Shares Held
JENKINS MICHAEL H	Chief Executive Officer	1.25M
ALTSCHAEFL MICHAEL W	CEO and Board Chair	1.04M
HULL WILLIAM T	Chief Financial Officer	900K
GREEN SCOTT A.	President-Orion Services Group	830.06K
POTTS MICHAEL J	director	607.42K
BRODIN J PER	EVP, CFO, CAO & Treasurer	430.91K
RICHSTONE ELLEN B	director	313.66K
OTTEN ANTHONY L.	director	214.41K
WILLIAMSON MARK C	director	113.81K
YOUNG KENNETH M	director	54.55K
WASHLOW SALLY A.	Chief Executive Officer	46.52K
WISHART-SMITH HEATHER L	director	16.03K
SCRIBANTE JOHN H	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 19, 2025	WASHLOW SALLY A.	PURCHASE	14.17	21.17K	299.92K	46.52K
Feb 25, 2025	JENKINS MICHAEL H	PURCHASE	0.88	5.68K	5K	1.25M
Feb 21, 2025	WASHLOW SALLY A.	PURCHASE	0.91	1K	912	1K
Feb 21, 2025	RICHSTONE ELLEN B	PURCHASE	0.91	20K	18.22K	313.66K
Feb 20, 2025	RICHSTONE ELLEN B	PURCHASE	0.88	874	771.74	293.66K
Feb 19, 2025	RICHSTONE ELLEN B	PURCHASE	0.84	13K	10.88K	292.78K
Feb 18, 2025	OTTEN ANTHONY L.	PURCHASE	0.83	5K	4.15K	214.41K
Feb 18, 2025	RICHSTONE ELLEN B	PURCHASE	0.84	13K	10.87K	279.78K
Feb 14, 2025	RICHSTONE ELLEN B	PURCHASE	0.82	10K	8.2K	266.78K
Feb 14, 2025	WISHART-SMITH HEATHER L	PURCHASE	0.80	7K	5.6K	16.03K
Nov 18, 2024	OTTEN ANTHONY L.	PURCHASE	0.86	5K	4.3K	209.41K
Jun 28, 2024	WASHLOW SALLY A.	PURCHASE	1.24	1.08K	1.34K	53.58K
Jun 27, 2024	WASHLOW SALLY A.	PURCHASE	1.22	1.2K	1.46K	52.5K
Jun 24, 2024	WASHLOW SALLY A.	PURCHASE	1.42	1.55K	2.2K	51.3K
Jun 14, 2024	RICHSTONE ELLEN B	PURCHASE	1.15	20K	22.9K	256.78K
Jun 12, 2024	WISHART-SMITH HEATHER L	PURCHASE	1.11	9.03K	10.02K	9.03K
Jun 12, 2024	OTTEN ANTHONY L.	PURCHASE	1.09	5K	5.45K	204.41K
Dec 01, 2023	BRODIN J PER	PURCHASE	0.91	5K	4.55K	430.91K
Nov 30, 2023	GREEN SCOTT A.	PURCHASE	0.92	53.3K	49.24K	830.06K
Nov 29, 2023	RICHSTONE ELLEN B	PURCHASE	0.93	30K	27.9K	209.26K
Nov 29, 2023	OTTEN ANTHONY L.	PURCHASE	0.92	2.5K	2.29K	171.89K
Nov 29, 2023	JENKINS MICHAEL H	PURCHASE	0.92	10K	9.16K	655.71K
Aug 25, 2023	OTTEN ANTHONY L.	PURCHASE	1.46	2K	2.91K	169.39K
Jun 12, 2023	RICHSTONE ELLEN B	PURCHASE	1.85	8.19K	15.17K	159.91K
Jun 09, 2023	RICHSTONE ELLEN B	PURCHASE	1.78	16.82K	29.85K	151.72K
Feb 14, 2023	OTTEN ANTHONY L.	PURCHASE	1.84	2.5K	4.6K	148.03K
Nov 22, 2022	JENKINS MICHAEL H	PURCHASE	1.77	500	885	232.62K
Nov 21, 2022	JENKINS MICHAEL H	PURCHASE	1.74	9.5K	16.52K	232.12K
Nov 18, 2022	JENKINS MICHAEL H	PURCHASE	1.74	1.8K	3.13K	224.42K
Nov 17, 2022	JENKINS MICHAEL H	PURCHASE	1.75	4.11K	7.19K	222.62K
Jun 27, 2022	OTTEN ANTHONY L.	PURCHASE	2.10	2K	4.2K	145.53K
Jun 24, 2022	ALTSCHAEFL MICHAEL W	PURCHASE	2.04	10K	20.41K	1.04M
Nov 26, 2021	ALTSCHAEFL MICHAEL W	PURCHASE	3.56	5K	17.81K	835.09K
Nov 24, 2021	ALTSCHAEFL MICHAEL W	PURCHASE	3.63	10K	36.29K	830.09K
Nov 19, 2021	GREEN SCOTT A.	SALE	3.95	3.29K	13K	376.76K
Nov 18, 2021	GREEN SCOTT A.	SALE	3.97	47.67K	189.36K	380.05K
Nov 16, 2020	POTTS MICHAEL J	SALE	8.10	6.93K	56.17K	607.42K
Nov 13, 2020	POTTS MICHAEL J	SALE	8.03	59.07K	474.3K	614.36K
Nov 12, 2020	POTTS MICHAEL J	SALE	8.13	9K	73.13K	673.42K
Nov 18, 2019	POTTS MICHAEL J	SALE	3.54	85.17K	301.66K	540.63K
Nov 15, 2019	GREEN SCOTT A.	SALE	3.29	125K	411.44K	0
Nov 15, 2019	POTTS MICHAEL J	SALE	3.30	29.55K	97.42K	682.42K
Nov 14, 2019	POTTS MICHAEL J	SALE	3.31	20K	66.2K	625.8K
Nov 14, 2019	GREEN SCOTT A.	SALE	3.02	50K	151.24K	476.7K
Nov 13, 2019	GREEN SCOTT A.	SALE	2.95	50K	147.5K	526.7K
Nov 13, 2019	POTTS MICHAEL J	SALE	2.96	28.66K	84.7K	711.97K
Nov 12, 2019	GREEN SCOTT A.	SALE	2.97	60.85K	180.45K	7.25K
Nov 11, 2019	GREEN SCOTT A.	SALE	3.02	95.64K	288.97K	68.1K
Jun 14, 2019	ALTSCHAEFL MICHAEL W	PURCHASE	2.87	5K	14.36K	571.08K
Jun 11, 2019	OTTEN ANTHONY L.	PURCHASE	2.79	744	2.07K	96.91K
Jun 07, 2019	ALTSCHAEFL MICHAEL W	PURCHASE	2.87	10K	28.66K	566.08K
Jun 20, 2018	GREEN SCOTT A.	PURCHASE	1.14	7.84K	8.9K	522.61K
Jun 19, 2018	YOUNG KENNETH M	PURCHASE	1.07	6.8K	7.28K	54.55K
Jun 18, 2018	GREEN SCOTT A.	PURCHASE	1.04	10K	10.4K	514.76K
Jun 15, 2018	GREEN SCOTT A.	PURCHASE	1.06	19.61K	20.7K	504.76K
Jun 13, 2018	OTTEN ANTHONY L.	PURCHASE	0.94	7.5K	7.05K	96.16K
Jun 12, 2018	RICHSTONE ELLEN B	PURCHASE	0.96	5K	4.8K	78.1K
Jun 11, 2018	HULL WILLIAM T	PURCHASE	0.90	39.28K	35.26K	900K
Jun 11, 2018	ALTSCHAEFL MICHAEL W	PURCHASE	0.90	30K	26.85K	556.08K
Jun 08, 2018	ALTSCHAEFL MICHAEL W	PURCHASE	0.86	25K	21.5K	526.08K
Jun 08, 2018	HULL WILLIAM T	PURCHASE	0.86	22.32K	19.14K	860.72K
Jun 08, 2018	WILLIAMSON MARK C	PURCHASE	0.88	9K	7.95K	113.81K
Mar 02, 2018	GREEN SCOTT A.	PURCHASE	0.90	50K	45.11K	375.16K
Mar 01, 2018	HULL WILLIAM T	PURCHASE	0.87	10.65K	9.25K	725K
Mar 01, 2018	YOUNG KENNETH M	PURCHASE	0.87	10K	8.7K	27.5K
Feb 26, 2018	RICHSTONE ELLEN B	PURCHASE	0.86	23.5K	20.12K	52.85K
Feb 23, 2018	OTTEN ANTHONY L.	PURCHASE	0.86	23.53K	20.14K	68.41K
Feb 23, 2018	ALTSCHAEFL MICHAEL W	PURCHASE	0.86	24K	20.65K	363.83K
Aug 08, 2017	SCRIBANTE JOHN H	SALE	0.99	40K	39.62K	0
Aug 03, 2017	SCRIBANTE JOHN H	SALE	1.05	10K	10.52K	0
Aug 02, 2017	SCRIBANTE JOHN H	SALE	1.07	10.5K	11.23K	10K
Aug 01, 2017	SCRIBANTE JOHN H	SALE	1.12	12K	13.39K	20.5K
Jul 31, 2017	SCRIBANTE JOHN H	SALE	1.11	37.5K	41.44K	32.5K
Jul 28, 2017	SCRIBANTE JOHN H	SALE	1.04	6.28K	6.56K	70K
Jul 27, 2017	SCRIBANTE JOHN H	SALE	1.03	6.35K	6.55K	76.28K
Jul 26, 2017	SCRIBANTE JOHN H	SALE	1.02	13.38K	13.66K	82.62K
Jul 25, 2017	SCRIBANTE JOHN H	SALE	1.08	5K	5.41K	96K
Jul 24, 2017	SCRIBANTE JOHN H	SALE	1.08	5.1K	5.5K	101K
Jul 21, 2017	SCRIBANTE JOHN H	SALE	1.09	12K	13.08K	106.1K
Jul 20, 2017	SCRIBANTE JOHN H	SALE	1.06	20K	21.25K	118.1K
Jul 19, 2017	SCRIBANTE JOHN H	SALE	1.08	7.5K	8.14K	138.1K
Jul 18, 2017	SCRIBANTE JOHN H	SALE	1.10	626	689.6	145.6K
Jul 17, 2017	SCRIBANTE JOHN H	SALE	1.15	2.94K	3.38K	146.23K
Jul 13, 2017	SCRIBANTE JOHN H	SALE	1.20	1.5K	1.8K	149.17K
Jul 12, 2017	SCRIBANTE JOHN H	SALE	1.21	1K	1.21K	150.67K
Jul 11, 2017	SCRIBANTE JOHN H	SALE	1.16	61.73K	71.8K	151.67K
Jul 10, 2017	SCRIBANTE JOHN H	SALE	1.23	11.21K	13.74K	213.4K
Jul 07, 2017	SCRIBANTE JOHN H	SALE	1.28	2.2K	2.83K	224.61K
Jul 06, 2017	SCRIBANTE JOHN H	SALE	1.31	400	526	226.82K
Jul 05, 2017	SCRIBANTE JOHN H	SALE	1.34	1.6K	2.14K	227.22K
Jun 30, 2017	SCRIBANTE JOHN H	SALE	1.29	40K	51.59K	228.82K
Jun 29, 2017	SCRIBANTE JOHN H	SALE	1.27	112.01K	142.71K	268.82K
Jun 28, 2017	SCRIBANTE JOHN H	SALE	1.25	25.21K	31.51K	380.82K
Jun 27, 2017	SCRIBANTE JOHN H	SALE	1.28	12.1K	15.48K	406.03K
Jun 26, 2017	SCRIBANTE JOHN H	SALE	1.28	6.39K	8.19K	418.13K
Jun 23, 2017	SCRIBANTE JOHN H	SALE	1.30	100	130	424.53K
Jun 21, 2017	SCRIBANTE JOHN H	SALE	1.30	3K	3.9K	424.63K
Jun 21, 2017	ALTSCHAEFL MICHAEL W	PURCHASE	1.31	7.5K	9.84K	339.83K
Jun 20, 2017	SCRIBANTE JOHN H	SALE	1.32	77.8K	102.47K	427.63K
Mar 02, 2017	GREEN SCOTT A.	PURCHASE	0.90	50K	45.11K	375.16K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE21.17K1

SALES00

NET SHARES21.17K1

SHARES HELD46.52K1

% NET SHARES-54.51%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares0.01

Short Percent Of Float0.01

Shares Outstanding3.52M

Shares Float2.87M

Shares Short2.79K

Short Ratio0.29

0.01%

Short % of Float

0.01%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

14.74% Percentage of Shares held by All Insiders

40.47% Percentage of Shares held by All Institutions

47.46% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	UBS GROUP AG	0.01%	355	3.11K	355	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-15.14K	-100.00%
Sep 30, 2025	MARINER, LLC	0%	0	-	-43.53K	-100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0%	0	-	-20.33K	-100.00%
Sep 30, 2025	US BANCORP \DE\	0%	0	-	-899.01K	-100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	119	824	119	+100.00%
Sep 30, 2025	ANNANDALE CAPITAL, LLC	0.52%	17.33K	1.52M	-156.01K	-90.00%
Sep 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	0	-	-650	-100.00%
Sep 30, 2025	BLACKROCK, INC.	0.71%	24.21K	212.07K	24.21K	+100.00%
Sep 30, 2025	REGISTER FINANCIAL ADVISORS LLC	0%	0	-	-15K	-100.00%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0%	57	499	57	+100.00%
Sep 30, 2025	XTX TOPCO LTD	0%	0	-	-13.4K	-100.00%
Sep 30, 2025	IAG WEALTH PARTNERS, LLC	0.05%	1.6K	14.02K	1.6K	+100.00%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0%	0	-	-31.59K	-100.00%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	10	88	10	+100.00%
Sep 30, 2025	PARALLEL ADVISORS, LLC	0%	19	166	19	+100.00%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0%	0	-	-20K	-100.00%
Sep 30, 2025	FIRSTHAND CAPITAL MANAGEMENT, INC.	0%	0	-	-14K	-100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-126.55K	-100.00%
Sep 30, 2025	MORGAN STANLEY	0%	0	-	-45.44K	-100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	0	-	-400	-100.00%
Sep 30, 2025	STATE STREET CORP	0%	0	-	-85.61K	-100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0%	0	-	-55.79K	-100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-2K	-100.00%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0%	0	-	-500	-100.00%
Sep 30, 2025	IFP ADVISORS, INC	0%	3	26	3	+100.00%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	73	639	73	+100.00%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0%	0	-	-374.29K	-100.00%
Sep 30, 2025	VANGUARD GROUP INC	0%	0	-	-1.29M	-100.00%
Sep 30, 2025	GRACE & WHITE INC /NY	0%	0	-	-2.88M	-100.00%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0%	0	-	-1.26M	-100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-142.98K	-100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0%	0	-	-12.57K	-100.00%
Sep 30, 2025	THOMPSON DAVIS & CO., INC.	0%	0	-	-96.91K	-100.00%
Sep 30, 2025	TIETON CAPITAL MANAGEMENT, LLC	0%	0	-	-2.49M	-100.00%
Sep 30, 2025	PENBROOK MANAGEMENT LLC	0%	0	-	-179.93K	-100.00%
Sep 30, 2025	CITIGROUP INC	0%	1	9	1	+100.00%
Sep 30, 2025	BARCLAYS PLC	0%	13	114	13	+100.00%
Sep 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0%	0	-	-3.66M	-100.00%
Jun 30, 2025	STATE STREET CORP	0.26%	85.61K	52.22K	0	0
Jun 30, 2025	VANGUARD GROUP INC	3.88%	1.29M	787.56K	0	0
Jun 30, 2025	ACUITAS INVESTMENTS, LLC	0%	0	-	-362.24K	-100.00%
Jun 30, 2025	TWO SIGMA SECURITIES, LLC	0%	0	-	-12.95K	-100.00%
Jun 30, 2025	XTX TOPCO LTD	0.04%	13.4K	8.17K	13.4K	+100.00%
Jun 30, 2025	THOMPSON DAVIS & CO., INC.	0.29%	96.91K	58.15K	5K	+5.44%
Jun 30, 2025	ANNANDALE CAPITAL, LLC	0.52%	173.34K	106K	0	0
Jun 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-3.8K	-100.00%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0%	0	-	-16.99K	-100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-61	-100.00%
Jun 30, 2025	IFP ADVISORS, INC	0%	30	18	0	0
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	100	61	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	400	240	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	500	305	0	0
Jun 30, 2025	SBI SECURITIES CO., LTD.	0%	585	351	0	0
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	650	390	0	0
Jun 30, 2025	PARALLEL ADVISORS, LLC	0%	719	431	193	+36.69%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1.19K	714	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.01%	2K	1.2K	0	0
Jun 30, 2025	UBS GROUP AG	0.04%	12.14K	7.28K	9.84K	+427.78%
Jun 30, 2025	LPL FINANCIAL LLC	0.04%	12.57K	7.54K	0	0
Jun 30, 2025	IAG WEALTH PARTNERS, LLC	0.04%	14K	8.4K	2K	+16.67%
Jun 30, 2025	FIRSTHAND CAPITAL MANAGEMENT, INC.	0.04%	14K	8.54K	0	0
Jun 30, 2025		0%	585	351	0	0
Jun 30, 2025	REGISTER FINANCIAL ADVISORS LLC	0.05%	15K	9K	0	0
Jun 30, 2025	SMITH ANGLIN FINANCIAL, LLC	0.05%	15K	9K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.05%	15.14K	9.08K	75	+0.50%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.06%	20K	12K	2K	+11.11%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.06%	20.33K	12.2K	48	+0.24%
Jun 30, 2025	US BANCORP \DE\	2.7%	899.01K	539.49K	99.5K	+12.45%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	3.79%	1.26M	757.11K	4.2K	+0.33%
Jun 30, 2025	TIETON CAPITAL MANAGEMENT, LLC	7.48%	2.49M	1.52M	-9.87K	-0.39%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.38%	126.55K	77.19K	47.65K	+60.39%
Jun 30, 2025	PENBROOK MANAGEMENT LLC	0.54%	179.93K	107.97K	-157.67K	-46.70%
Jun 30, 2025	GRACE & WHITE INC /NY	8.66%	2.88M	1.73M	99.5K	+3.57%
Jun 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	10.98%	3.66M	2.2M	-52.5K	-1.41%
Jun 30, 2025	BLACKROCK, INC.	0.74%	245.74K	147.47K	0	0
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.12%	374.29K	228.37K	1.09K	+0.29%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.09%	31.59K	19.27K	0	0
Jun 30, 2025	MARINER, LLC	0.13%	43.53K	26.55K	0	0
Jun 30, 2025	MORGAN STANLEY	0.14%	45.44K	27.27K	16.95K	+59.47%
Jun 30, 2025	NORTHERN TRUST CORP	0.17%	55.79K	33.48K	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.01%	2K	1.44K	0	0
Mar 31, 2025	NORTHERN TRUST CORP	0.17%	55.79K	40.23K	0	0
Mar 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	100	72	0	0
Mar 31, 2025	VANGUARD GROUP INC	3.92%	1.29M	930.88K	14.63K	+1.15%
Mar 31, 2025	JPMORGAN CHASE & CO	0%	61	44	-5	-7.58%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	3.82%	1.26M	906.75K	-23.22K	-1.81%
Mar 31, 2025	US BANCORP \DE\	2.43%	799.51K	576.53K	39.04K	+5.13%
Mar 31, 2025	REGISTER FINANCIAL ADVISORS LLC	0.05%	15K	10.82K	0	0
Mar 31, 2025	FIRSTHAND CAPITAL MANAGEMENT, INC.	0.04%	14K	10.1K	0	0
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.13%	373.2K	269.18K	61.07K	+19.57%
Mar 31, 2025	ACUITAS INVESTMENTS, LLC	1.1%	362.24K	261.21K	-654.74K	-64.38%
Mar 31, 2025	MARINER, LLC	0.13%	43.53K	31.39K	0	0
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.1%	31.59K	22.78K	5.68K	+21.93%
Mar 31, 2025	PENBROOK MANAGEMENT LLC	1.03%	337.6K	243.44K	-3.25K	-0.95%
Mar 31, 2025	ANNANDALE CAPITAL, LLC	0.53%	173.34K	125K	0	0
Mar 31, 2025	THOMPSON DAVIS & CO., INC.	0.28%	91.91K	66.27K	91.91K	+100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	78.9K	56.89K	-50.71K	-39.13%
Mar 31, 2025	TWO SIGMA SECURITIES, LLC	0.04%	12.95K	9.34K	12.95K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	0.04%	12.57K	9.06K	0	0
Mar 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	650	469	0	0
Mar 31, 2025	ALLWORTH FINANCIAL LP	0%	500	362	0	0
Mar 31, 2025	IFP ADVISORS, INC	0%	30	22	0	0
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-807	-100.00%
Mar 31, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	11.27%	3.71M	2.68M	0	0
Mar 31, 2025	GRACE & WHITE INC /NY	8.46%	2.78M	2.01M	39.04K	+1.42%
Mar 31, 2025	BLACKROCK, INC.	0.75%	245.74K	177.2K	0	0
Mar 31, 2025	MORGAN STANLEY	0.09%	28.49K	20.55K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.06%	20.28K	14.62K	14	+0.07%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1.19K	856	-400	-25.16%
Mar 31, 2025		0%	585	422	0	0
Mar 31, 2025	PARALLEL ADVISORS, LLC	0%	526	379	0	0
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0%	400	288	0	0
Mar 31, 2025	STATE STREET CORP	0.26%	85.61K	61.73K	0	0
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.05%	18K	12.98K	0	0
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.05%	16.99K	12.25K	0	0
Mar 31, 2025	IAG WEALTH PARTNERS, LLC	0.04%	12K	8.65K	0	0
Mar 31, 2025	UBS GROUP AG	0.01%	2.3K	1.66K	-481	-17.30%
Mar 31, 2025	CONNORS INVESTOR SERVICES INC	0%	0	-	-102.76K	-100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-100	-100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.05%	15.06K	10.86K	0	0
Mar 31, 2025	SMITH ANGLIN FINANCIAL, LLC	0.05%	15K	10.82K	0	0
Mar 31, 2025	TIETON CAPITAL MANAGEMENT, LLC	7.6%	2.5M	1.8M	-159.43K	-5.99%
Mar 31, 2024	NORTHERN TRUST CORP	0.17%	55.9K	48.65K	0	0
Mar 31, 2024	CITADEL ADVISORS LLC	0.05%	16.4K	14.27K	16K	+4,000.00%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.05%	16.99K	14.78K	0	0
Mar 31, 2024	WEDBUSH SECURITIES INC	0.06%	20K	17K	-1K	-4.76%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.08%	25.91K	22.55K	0	0
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	66.61K	57.96K	14.28K	+27.30%
Mar 31, 2024	STATE STREET CORP	0.26%	85.61K	74.5K	0	0
Mar 31, 2024	CONNORS INVESTOR SERVICES INC	0.44%	143.37K	124.76K	-6.63K	-4.42%
Mar 31, 2024	ANNANDALE CAPITAL, LLC	0.65%	212.41K	185K	-29.84K	-12.32%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.83%	268.73K	233.92K	0	0
Mar 31, 2024	BLACKROCK INC.	0.99%	323.24K	281.29K	-1.9K	-0.59%
Mar 31, 2024	PENBROOK MANAGEMENT LLC	1.25%	405.25K	352.65K	-6.2K	-1.51%
Mar 31, 2024	US BANCORP \DE\	2.94%	957.51K	833.23K	5.24K	+0.55%
Mar 31, 2024	SMITH ANGLIN FINANCIAL, LLC	0.05%	15K	13.05K	0	0
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.05%	15K	13.05K	0	0
Mar 31, 2024	REGISTER FINANCIAL ADVISORS LLC	0.05%	15K	13.05K	0	0
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.05%	14.8K	12.88K	0	0
Mar 31, 2024	LPL FINANCIAL LLC	0.04%	14.07K	12.24K	0	0
Mar 31, 2024	FIRSTHAND CAPITAL MANAGEMENT, INC.	0.04%	14K	12.18K	0	0
Mar 31, 2024	UBS GROUP AG	0.04%	13.69K	11.91K	12.81K	+1,450.51%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.03%	11.03K	9.6K	-1.13K	-9.27%
Mar 31, 2024	TWO SIGMA SECURITIES, LLC	0.03%	10.38K	9.04K	10.38K	+100.00%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	10K	8.7K	-47.61K	-82.64%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	6.23K	5.42K	-1.1K	-15.06%
Mar 31, 2024	MORGAN STANLEY	0.01%	4.69K	4.08K	-12	-0.26%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.01%	1.79K	1.56K	0	0
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0%	956	832	4	+0.42%
Mar 31, 2024	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	650	566	650	+100.00%
Mar 31, 2024	PARALLEL ADVISORS, LLC	0%	526	458	0	0
Mar 31, 2024	ALLWORTH FINANCIAL LP	0%	500	436	0	0
Mar 31, 2024	JOHNSON FINANCIAL GROUP, INC.	0%	410	357	410	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	240	209	4	+1.69%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	71	62	21	+42.00%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0%	0	-	-22.27K	-100.00%
Mar 31, 2024	VIRTU FINANCIAL LLC	0%	0	-	-15.1K	-100.00%
Mar 31, 2024	JANE STREET GROUP, LLC	0%	0	-	-24.6K	-100.00%
Mar 31, 2024	ACUITAS INVESTMENTS, LLC	3.5%	1.14M	992.14K	0	0
Mar 31, 2024	TIETON CAPITAL MANAGEMENT, LLC	6.56%	2.13M	1.86M	6.98K	+0.33%
Mar 31, 2024	GRACE & WHITE INC /NY	8.14%	2.65M	2.31M	18.12K	+0.69%
Mar 31, 2024	VANGUARD GROUP INC	3.92%	1.28M	1.11M	15.95K	+1.27%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	4.16%	1.35M	1.18M	-73.48K	-5.15%
Mar 31, 2024	CGC FINANCIAL SERVICES, LLC	0%	0	-	-50	-100.00%
Mar 31, 2024	XTX TOPCO LTD	0%	0	-	-15.59K	-100.00%
Mar 31, 2024	GAME PLAN FINANCIAL ADVISORS, LLC	0%	0	-	-1.25K	-100.00%
Mar 31, 2024	RADNOR CAPITAL MANAGEMENT, LLC	0%	0	-	-10K	-100.00%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0%	0	-	-16.22K	-100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0%	0	-	-19	-100.00%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0%	1	1	0	0
Mar 31, 2024	EVERSOURCE WEALTH ADVISORS, LLC	0%	100	86	0	0
Mar 31, 2024		0%	650	566	650	+100.00%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.17%	56.17K	48.88K	-37.33K	-39.92%
Mar 31, 2024	NORTH STAR INVESTMENT MANAGEMENT CORP.	11.89%	3.87M	3.37M	55K	+1.44%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.11%	35.01K	30.47K	-15.95K	-31.30%
Mar 31, 2024	GREAT VALLEY ADVISOR GROUP, INC.	0.17%	55.19K	48.17K	55.19K	+100.00%
Dec 31, 2023	VIRTU FINANCIAL LLC	0.05%	15.1K	13K	15.1K	+100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.05%	16.22K	14.05K	0	0
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.05%	16.99K	14.72K	0	0
Dec 31, 2023	WEDBUSH SECURITIES INC	0.06%	21K	18K	-1.5K	-6.67%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.07%	22.27K	19.3K	-79.88K	-78.20%
Dec 31, 2023	JANE STREET GROUP, LLC	0.08%	24.6K	21.32K	24.6K	+100.00%
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	0.08%	25.91K	22.45K	15.91K	+159.08%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.16%	50.96K	44.16K	-2.68K	-5.00%
Dec 31, 2023	NORTHERN TRUST CORP	0.17%	55.9K	48.45K	0	0
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.18%	57.61K	49.92K	47.54K	+472.42%
Dec 31, 2023	STATE STREET CORP	0.26%	85.61K	74.19K	0	0
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.29%	93.51K	81.03K	93.51K	+100.00%
Dec 31, 2023	CONNORS INVESTOR SERVICES INC	0.46%	150K	130K	6.36K	+4.43%
Dec 31, 2023	ANNANDALE CAPITAL, LLC	0.74%	242.25K	210K	0	0
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.83%	268.73K	232.94K	0	0
Dec 31, 2023	BLACKROCK INC.	1%	325.15K	281.77K	7.36K	+2.32%
Dec 31, 2023	PENBROOK MANAGEMENT LLC	1.26%	411.45K	356.56K	-3.3K	-0.80%
Dec 31, 2023	US BANCORP \DE\	2.93%	952.27K	825.24K	502.02K	+111.50%
Dec 31, 2023	NORTH STAR INVESTMENT MANAGEMENT CORP.	11.72%	3.81M	3.3M	951.24K	+33.23%
Dec 31, 2023	ACUITAS INVESTMENTS, LLC	3.5%	1.14M	988.04K	0	0
Dec 31, 2023	VANGUARD GROUP INC	3.87%	1.26M	1.09M	0	0
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	4.39%	1.43M	1.24M	154.8K	+12.16%
Dec 31, 2023	TIETON CAPITAL MANAGEMENT, LLC	6.54%	2.13M	1.84M	7.11K	+0.34%
Dec 31, 2023	GRACE & WHITE INC /NY	8.09%	2.63M	2.28M	1.59M	+153.98%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0%	1	1	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0%	19	16	19	+100.00%
Dec 31, 2023	IFP ADVISORS, INC	0%	30	26	-122	-80.26%
Dec 31, 2023		0%	50	43	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0%	50	43	15	+42.86%
Dec 31, 2023	EVERSOURCE WEALTH ADVISORS, LLC	0%	100	87	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	236	205	12	+5.36%
Dec 31, 2023	CITADEL ADVISORS LLC	0%	400	347	-200	-33.33%
Dec 31, 2023	ALLWORTH FINANCIAL LP	0%	500	434	0	0
Dec 31, 2023	PARALLEL ADVISORS, LLC	0%	526	456	0	0
Dec 31, 2023	UBS GROUP AG	0%	883	766	853	+2,843.33%
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0%	952	1.02K	-3.25K	-77.36%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0%	1K	867	0	0
Dec 31, 2023	GAME PLAN FINANCIAL ADVISORS, LLC	0%	1.25K	1.08K	1.25K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.01%	1.79K	1.55K	-1.05K	-36.97%
Dec 31, 2023	MORGAN STANLEY	0.01%	4.7K	4.07K	12	+0.26%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	7.33K	6.36K	6.83K	+1,374.85%
Dec 31, 2023	RADNOR CAPITAL MANAGEMENT, LLC	0.03%	10K	9K	-1K	-9.09%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.04%	12.16K	10.54K	12.16K	+100.00%
Dec 31, 2023	FIRSTHAND CAPITAL MANAGEMENT, INC.	0.04%	14K	25.06K	14K	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	0.04%	14.07K	12.19K	3.66K	+35.15%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.05%	14.8K	12.83K	0	0
Dec 31, 2023	REGISTER FINANCIAL ADVISORS LLC	0.05%	15K	13K	-32.19K	-68.21%
Dec 31, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.05%	15K	13K	1K	+7.14%
Dec 31, 2023	SMITH ANGLIN FINANCIAL, LLC	0.05%	15K	13K	0	0
Dec 31, 2023	XTX TOPCO LTD	0.05%	15.59K	13.51K	15.59K	+100.00%

Insiders

Insiders	Designation	Shares Held
JENKINS MICHAEL H	Chief Executive Officer	1.25M
ALTSCHAEFL MICHAEL W	CEO and Board Chair	1.04M
HULL WILLIAM T	Chief Financial Officer	900K
GREEN SCOTT A.	President-Orion Services Group	830.06K
POTTS MICHAEL J	director	607.42K
BRODIN J PER	EVP, CFO, CAO & Treasurer	430.91K
RICHSTONE ELLEN B	director	313.66K
OTTEN ANTHONY L.	director	214.41K
WILLIAMSON MARK C	director	113.81K
YOUNG KENNETH M	director	54.55K
WASHLOW SALLY A.	Chief Executive Officer	46.52K
WISHART-SMITH HEATHER L	director	16.03K
SCRIBANTE JOHN H	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 19, 2025	WASHLOW SALLY A.	PURCHASE	14.17	21.17K	299.92K	46.52K
Feb 25, 2025	JENKINS MICHAEL H	PURCHASE	0.88	5.68K	5K	1.25M
Feb 21, 2025	WASHLOW SALLY A.	PURCHASE	0.91	1K	912	1K
Feb 21, 2025	RICHSTONE ELLEN B	PURCHASE	0.91	20K	18.22K	313.66K
Feb 20, 2025	RICHSTONE ELLEN B	PURCHASE	0.88	874	771.74	293.66K
Feb 19, 2025	RICHSTONE ELLEN B	PURCHASE	0.84	13K	10.88K	292.78K
Feb 18, 2025	OTTEN ANTHONY L.	PURCHASE	0.83	5K	4.15K	214.41K
Feb 18, 2025	RICHSTONE ELLEN B	PURCHASE	0.84	13K	10.87K	279.78K
Feb 14, 2025	RICHSTONE ELLEN B	PURCHASE	0.82	10K	8.2K	266.78K
Feb 14, 2025	WISHART-SMITH HEATHER L	PURCHASE	0.80	7K	5.6K	16.03K
Nov 18, 2024	OTTEN ANTHONY L.	PURCHASE	0.86	5K	4.3K	209.41K
Jun 28, 2024	WASHLOW SALLY A.	PURCHASE	1.24	1.08K	1.34K	53.58K
Jun 27, 2024	WASHLOW SALLY A.	PURCHASE	1.22	1.2K	1.46K	52.5K
Jun 24, 2024	WASHLOW SALLY A.	PURCHASE	1.42	1.55K	2.2K	51.3K
Jun 14, 2024	RICHSTONE ELLEN B	PURCHASE	1.15	20K	22.9K	256.78K
Jun 12, 2024	WISHART-SMITH HEATHER L	PURCHASE	1.11	9.03K	10.02K	9.03K
Jun 12, 2024	OTTEN ANTHONY L.	PURCHASE	1.09	5K	5.45K	204.41K
Dec 01, 2023	BRODIN J PER	PURCHASE	0.91	5K	4.55K	430.91K
Nov 30, 2023	GREEN SCOTT A.	PURCHASE	0.92	53.3K	49.24K	830.06K
Nov 29, 2023	RICHSTONE ELLEN B	PURCHASE	0.93	30K	27.9K	209.26K
Nov 29, 2023	OTTEN ANTHONY L.	PURCHASE	0.92	2.5K	2.29K	171.89K
Nov 29, 2023	JENKINS MICHAEL H	PURCHASE	0.92	10K	9.16K	655.71K
Aug 25, 2023	OTTEN ANTHONY L.	PURCHASE	1.46	2K	2.91K	169.39K
Jun 12, 2023	RICHSTONE ELLEN B	PURCHASE	1.85	8.19K	15.17K	159.91K
Jun 09, 2023	RICHSTONE ELLEN B	PURCHASE	1.78	16.82K	29.85K	151.72K
Feb 14, 2023	OTTEN ANTHONY L.	PURCHASE	1.84	2.5K	4.6K	148.03K
Nov 22, 2022	JENKINS MICHAEL H	PURCHASE	1.77	500	885	232.62K
Nov 21, 2022	JENKINS MICHAEL H	PURCHASE	1.74	9.5K	16.52K	232.12K
Nov 18, 2022	JENKINS MICHAEL H	PURCHASE	1.74	1.8K	3.13K	224.42K
Nov 17, 2022	JENKINS MICHAEL H	PURCHASE	1.75	4.11K	7.19K	222.62K
Jun 27, 2022	OTTEN ANTHONY L.	PURCHASE	2.10	2K	4.2K	145.53K
Jun 24, 2022	ALTSCHAEFL MICHAEL W	PURCHASE	2.04	10K	20.41K	1.04M
Nov 26, 2021	ALTSCHAEFL MICHAEL W	PURCHASE	3.56	5K	17.81K	835.09K
Nov 24, 2021	ALTSCHAEFL MICHAEL W	PURCHASE	3.63	10K	36.29K	830.09K
Nov 19, 2021	GREEN SCOTT A.	SALE	3.95	3.29K	13K	376.76K
Nov 18, 2021	GREEN SCOTT A.	SALE	3.97	47.67K	189.36K	380.05K
Nov 16, 2020	POTTS MICHAEL J	SALE	8.10	6.93K	56.17K	607.42K
Nov 13, 2020	POTTS MICHAEL J	SALE	8.03	59.07K	474.3K	614.36K
Nov 12, 2020	POTTS MICHAEL J	SALE	8.13	9K	73.13K	673.42K
Nov 18, 2019	POTTS MICHAEL J	SALE	3.54	85.17K	301.66K	540.63K
Nov 15, 2019	GREEN SCOTT A.	SALE	3.29	125K	411.44K	0
Nov 15, 2019	POTTS MICHAEL J	SALE	3.30	29.55K	97.42K	682.42K
Nov 14, 2019	POTTS MICHAEL J	SALE	3.31	20K	66.2K	625.8K
Nov 14, 2019	GREEN SCOTT A.	SALE	3.02	50K	151.24K	476.7K
Nov 13, 2019	GREEN SCOTT A.	SALE	2.95	50K	147.5K	526.7K
Nov 13, 2019	POTTS MICHAEL J	SALE	2.96	28.66K	84.7K	711.97K
Nov 12, 2019	GREEN SCOTT A.	SALE	2.97	60.85K	180.45K	7.25K
Nov 11, 2019	GREEN SCOTT A.	SALE	3.02	95.64K	288.97K	68.1K
Jun 14, 2019	ALTSCHAEFL MICHAEL W	PURCHASE	2.87	5K	14.36K	571.08K
Jun 11, 2019	OTTEN ANTHONY L.	PURCHASE	2.79	744	2.07K	96.91K
Jun 07, 2019	ALTSCHAEFL MICHAEL W	PURCHASE	2.87	10K	28.66K	566.08K
Jun 20, 2018	GREEN SCOTT A.	PURCHASE	1.14	7.84K	8.9K	522.61K
Jun 19, 2018	YOUNG KENNETH M	PURCHASE	1.07	6.8K	7.28K	54.55K
Jun 18, 2018	GREEN SCOTT A.	PURCHASE	1.04	10K	10.4K	514.76K
Jun 15, 2018	GREEN SCOTT A.	PURCHASE	1.06	19.61K	20.7K	504.76K
Jun 13, 2018	OTTEN ANTHONY L.	PURCHASE	0.94	7.5K	7.05K	96.16K
Jun 12, 2018	RICHSTONE ELLEN B	PURCHASE	0.96	5K	4.8K	78.1K
Jun 11, 2018	HULL WILLIAM T	PURCHASE	0.90	39.28K	35.26K	900K
Jun 11, 2018	ALTSCHAEFL MICHAEL W	PURCHASE	0.90	30K	26.85K	556.08K
Jun 08, 2018	ALTSCHAEFL MICHAEL W	PURCHASE	0.86	25K	21.5K	526.08K
Jun 08, 2018	HULL WILLIAM T	PURCHASE	0.86	22.32K	19.14K	860.72K
Jun 08, 2018	WILLIAMSON MARK C	PURCHASE	0.88	9K	7.95K	113.81K
Mar 02, 2018	GREEN SCOTT A.	PURCHASE	0.90	50K	45.11K	375.16K
Mar 01, 2018	HULL WILLIAM T	PURCHASE	0.87	10.65K	9.25K	725K
Mar 01, 2018	YOUNG KENNETH M	PURCHASE	0.87	10K	8.7K	27.5K
Feb 26, 2018	RICHSTONE ELLEN B	PURCHASE	0.86	23.5K	20.12K	52.85K
Feb 23, 2018	OTTEN ANTHONY L.	PURCHASE	0.86	23.53K	20.14K	68.41K
Feb 23, 2018	ALTSCHAEFL MICHAEL W	PURCHASE	0.86	24K	20.65K	363.83K
Aug 08, 2017	SCRIBANTE JOHN H	SALE	0.99	40K	39.62K	0
Aug 03, 2017	SCRIBANTE JOHN H	SALE	1.05	10K	10.52K	0
Aug 02, 2017	SCRIBANTE JOHN H	SALE	1.07	10.5K	11.23K	10K
Aug 01, 2017	SCRIBANTE JOHN H	SALE	1.12	12K	13.39K	20.5K
Jul 31, 2017	SCRIBANTE JOHN H	SALE	1.11	37.5K	41.44K	32.5K
Jul 28, 2017	SCRIBANTE JOHN H	SALE	1.04	6.28K	6.56K	70K
Jul 27, 2017	SCRIBANTE JOHN H	SALE	1.03	6.35K	6.55K	76.28K
Jul 26, 2017	SCRIBANTE JOHN H	SALE	1.02	13.38K	13.66K	82.62K
Jul 25, 2017	SCRIBANTE JOHN H	SALE	1.08	5K	5.41K	96K
Jul 24, 2017	SCRIBANTE JOHN H	SALE	1.08	5.1K	5.5K	101K
Jul 21, 2017	SCRIBANTE JOHN H	SALE	1.09	12K	13.08K	106.1K
Jul 20, 2017	SCRIBANTE JOHN H	SALE	1.06	20K	21.25K	118.1K
Jul 19, 2017	SCRIBANTE JOHN H	SALE	1.08	7.5K	8.14K	138.1K
Jul 18, 2017	SCRIBANTE JOHN H	SALE	1.10	626	689.6	145.6K
Jul 17, 2017	SCRIBANTE JOHN H	SALE	1.15	2.94K	3.38K	146.23K
Jul 13, 2017	SCRIBANTE JOHN H	SALE	1.20	1.5K	1.8K	149.17K
Jul 12, 2017	SCRIBANTE JOHN H	SALE	1.21	1K	1.21K	150.67K
Jul 11, 2017	SCRIBANTE JOHN H	SALE	1.16	61.73K	71.8K	151.67K
Jul 10, 2017	SCRIBANTE JOHN H	SALE	1.23	11.21K	13.74K	213.4K
Jul 07, 2017	SCRIBANTE JOHN H	SALE	1.28	2.2K	2.83K	224.61K
Jul 06, 2017	SCRIBANTE JOHN H	SALE	1.31	400	526	226.82K
Jul 05, 2017	SCRIBANTE JOHN H	SALE	1.34	1.6K	2.14K	227.22K
Jun 30, 2017	SCRIBANTE JOHN H	SALE	1.29	40K	51.59K	228.82K
Jun 29, 2017	SCRIBANTE JOHN H	SALE	1.27	112.01K	142.71K	268.82K
Jun 28, 2017	SCRIBANTE JOHN H	SALE	1.25	25.21K	31.51K	380.82K
Jun 27, 2017	SCRIBANTE JOHN H	SALE	1.28	12.1K	15.48K	406.03K
Jun 26, 2017	SCRIBANTE JOHN H	SALE	1.28	6.39K	8.19K	418.13K
Jun 23, 2017	SCRIBANTE JOHN H	SALE	1.30	100	130	424.53K
Jun 21, 2017	SCRIBANTE JOHN H	SALE	1.30	3K	3.9K	424.63K
Jun 21, 2017	ALTSCHAEFL MICHAEL W	PURCHASE	1.31	7.5K	9.84K	339.83K
Jun 20, 2017	SCRIBANTE JOHN H	SALE	1.32	77.8K	102.47K	427.63K
Mar 02, 2017	GREEN SCOTT A.	PURCHASE	0.90	50K	45.11K	375.16K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE21.17K1

SALES00

NET SHARES21.17K1

SHARES HELD46.52K1

% NET SHARES-54.51%0%

OESX Stock Ownership Breakdown