Marygold Companies, Inc. Financial Summary

Complete Filing Data

Marygold Companies, Inc. reported Net Income Loss of -$5.82 million for FY2025.

All values from 10-K, 20-F, and 10-Q filings on SEC EDGAR, organized by financial statement. Scroll each table horizontally for the full history. Blank cells mean Marygold Companies, Inc. did not report that metric for that period in XBRL — often because accounting standards changed which tag a company files under (for example, most companies moved revenue to the ASC-606 tag in 2018), so a metric may continue in a different row. Rows marked * merge those successor tags into one continuous series, preferring the audited value from the newest-standard tag where periods overlap.

Income Statement

Annual (10-K / 20-F)

Metric \ Fiscal YearFY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016FY2015FY2014FY2013FY2012
Net Income *-$5.8M-$4.1M$1.2M$1.1M$5.8M$1.8M$261.8K$1.7M$5.2M$5.3M$14.2K-$319.8K$63.6K$75.5K
Revenue *$30.2M$32.8M$34.9M$37.8M$39.9M$26.7M$26.9M$28.7M$32.0M$27.8M$223.6K$0.00$2.2M$2.4M
General And Administrative Expense$8.9M$8.9M$7.1M$6.8M$7.1M$4.4M$4.2M$4.8M$5.6M$4.1M$166.9K$161.6K$1.1M$817.0K
Income Tax Expense Benefit-$1.6M-$1.4M$429.0K$1.2M$1.8M$563.0K$347.0K$766.6K$1.6M$3.6M$0.00$0.00$22.8K$800.00
Gross Profit$21.9M$24.1M$26.1M$28.6M$30.6M$20.3M$20.0M$22.8M$27.2M$25.0M$35.2K$0.00$969.9K$1.1M
Cost Of Revenue$8.3M$8.7M$8.8M$9.2M$9.3M$6.5M$6.9M$5.9M$4.9M$2.7M$188.3K$0.00$1.2M$1.4M
Interest Expense$19.9K$31.5K$40.4K$41.1K$29.5K$101.1K$21.6K$8.7K$77.6K$14.7K$13.8K$37.5K
Operating Expenses$28.6M$30.4M$24.7M$26.3M$23.2M$18.3M$19.3M$20.0M-$19.9K$131.7K$161.6K$177.6K
Income Loss From Continuing Operations Before Income Taxes Extraordinary Items Noncontrolling Interest-$7.4M-$5.4M$1.6M$2.4M$7.6M$2.3M$608.9K$2.5M$6.8M$8.9M-$204.2K-$176.3K-$189.3K
Operating Income Loss-$6.7M-$6.3M$1.4M$2.4M$7.4M$1.9M$755.6K$2.8M$6.7M$8.9M
Other Nonoperating Income Expense-$919.0K$68.0K-$81.0K-$26.1K$228.0K$365.3K-$484.0K-$316.3K$45.6K-$5.8K
Comprehensive Income Net Of Tax-$6.0M-$4.2M$1.3M$768.4K$6.1M$1.8M$217.3K$1.8M$5.3M$5.2M
Other Comprehensive Income Foreign Currency Transaction And Translation Gain Loss Arising During Period Net Of Tax$90.0K-$377.4K$287.3K$30.9K-$44.5K-$214.3K$113.4K-$30.3K
Revenue From Related Parties$25.2M$15.5M$15.0M$18.7M$23.9M$23.6M
Income Taxes Paid Net$48.0K$155.0K$232.0K$1.7M$1.7M-$494.7K$202.4K$965.3K$2.5M$3.9M
Nonoperating Income Expense Including Interest Expense$173.7K-$22.3K$216.4K$420.3K-$146.7K-$305.5K
Income Loss From Continuing Operations Per Diluted Share-$0.00-$0.00$0.00
Income Loss From Continuing Operations Per Basic Share-$0.00-$0.00$0.00

Quarterly (10-Q, single quarters)

Metric \ QuarterQ4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q1 2024Q4 2023Q3 2023Q1 2023Q4 2022Q3 2022Q1 2022Q4 2021Q3 2021Q1 2021Q4 2020Q3 2020Q1 2020Q4 2019Q3 2019Q1 2019Q4 2018Q3 2018Q1 2018Q4 2017Q3 2017Q1 2017Q4 2016Q3 2016Q1 2016Q4 2015Q3 2015Q1 2015Q4 2014Q3 2014Q1 2014Q4 2013Q3 2013Q1 2013Q4 2012Q3 2012Q1 2012Q4 2011Q3 2011Q1 2011Q4 2010
Net Income *-$576.0K-$356.0K-$1.0M-$1.7M-$1.6M-$529.0K-$1.2M-$500.0K$153.0K$182.0K$497.0K$870.1K$1.0M-$1.9M$1.6M$1.4M$2.2M-$17.2K-$74.9K$54.9K$75.9K$63.2K$286.0K$779.00-$22.1K$871.7K$1.0M$1.0M$1.3M$1.6M-$17.7K-$73.0K$74.0K-$29.1K-$161.6K-$66.5K-$74.9K-$52.5K$187.9K-$130.2K-$11.4K$0.00$0.00$0.00$0.00
Revenue *$7.6M$7.0M$7.0M$8.0M$7.9M$7.9M$8.5M$8.2M$8.3M$8.8M$8.9M$8.8M$9.4M$9.7M$9.5M$10.0M$10.7M$5.9M$5.8M$6.0M$6.3M$6.7M$7.2M$6.8M$7.4M$7.3M$7.5M$8.5M$8.5M$7.1M$993.1K$721.7K$0.00$0.00$0.00$0.00$513.8K$561.9K$436.8K$407.9K$624.6K$635.1K$456.7K$276.8K$158.2K$259.0K
General And Administrative Expense$1.7M$2.1M$2.2M$2.4M$2.6M$2.2M$2.3M$2.2M$1.8M$1.8M$1.7M$1.7M$1.2M$2.1M$1.5M$1.6M$1.9M$1.1M$986.4K$1.1M$997.3K$1.1M$1.1M$1.3M$1.3M$1.2M$1.5M$1.4M$1.5M$910.0K$321.2K$238.2K$7.8K$26.7K$13.8K$36.1K$291.8K$308.5K$191.0K$309.7K$220.3K$168.6K$193.2K$116.3K$113.8K$69.5K
Income Tax Expense Benefit$12.0K-$153.0K-$307.0K-$482.0K-$483.0K-$355.0K-$182.0K-$303.0K-$30.0K$107.0K$226.3K$420.9K$84.3K$238.8K$481.0K$438.4K$766.3K-$190.5K-$40.9K$29.3K$83.9K$25.4K$103.7K$23.1K$614.7K$496.8K$51.6K$587.0K$1.1M$819.2K$11.6K$0.00$0.00$0.00$800.00$0.00$0.00$800.00$0.00$800.00$800.00$800.00$800.00$800.00$8.0K
Gross Profit$5.7M$5.4M$5.3M$5.9M$5.8M$5.6M$6.4M$6.2M$6.1M$6.5M$6.9M$6.7M$7.0M$7.1M$7.2M$7.6M$8.3M$4.2M$4.1M$4.3M$4.6M$4.9M$5.3M$5.3M$5.9M$6.0M$6.5M$7.5M$7.2M$6.4M$313.0K$163.8K$0.00$0.00$0.00$306.4K$217.0K$210.3K$186.6K$180.8K$268.9K$294.5K$190.9K$109.2K$75.1K$141.9K
Cost Of Revenue$2.0M$1.6M$1.8M$2.1M$2.1M$2.3M$2.1M$2.0M$2.2M$2.2M$2.0M$2.1M$2.4M$2.7M$2.3M$2.4M$2.4M$1.8M$1.7M$1.8M$1.6M$1.8M$1.8M$1.4M$1.5M$1.3M$1.0M$1.1M$1.3M$684.7K$680.1K$558.0K$0.00$0.00$0.00$362.2K$296.8K$351.6K$250.2K$227.1K$355.7K$340.6K$265.9K$167.6K$83.1K$117.1K
Interest Expense$5.0K$3.0K$3.6K$5.0K$4.0K$7.8K$9.9K$10.1K$10.2K$10.0K$10.1K$10.1K$10.0K$10.2K$11.0K$7.1K$7.3K$8.1K$72.8K$2.7K$11.1K$5.9K$5.7K$13.3K$2.2K$0.00$2.2K$31.2K$48.5K$3.6K$3.7K$3.2K$2.9K$2.7K$6.0K$11.0K$11.7K$7.0K-$6.8K-$7.0K
Operating Expenses$6.3M$6.6M$6.8M$7.8M$8.0M$7.0M$7.4M$7.2M$5.9M$6.4M$6.1M$5.7M$5.7M$8.7M$5.2M$5.8M$5.5M$4.3M$4.2M$4.2M$4.5M$4.9M$4.8M$5.1M$5.2M$64.5K-$10.2K$8.2K$74.4K$7.8K$26.7K$13.8K$36.1K$74.9K$98.2K$4.4K$128.9K-$48.6K$168.6K$193.2K$116.3K
Income Loss From Continuing Operations Before Income Taxes Extraordinary Items Noncontrolling Interest-$564.0K-$509.0K-$1.3M-$2.2M-$2.1M-$884.0K-$1.4M-$803.0K$123.0K$289.0K$723.5K$1.3M$1.1M-$1.6M$2.1M$1.8M$3.0M-$207.7K-$115.8K$84.2K$159.8K$88.5K$389.7K$23.9K$592.6K$1.4M$1.1M$1.6M$2.4M$44.0K-$39.8K$187.9K-$129.4K-$10.6K$102.6K-$26.7K$11.6K
Operating Income Loss-$631.0K-$1.3M-$1.5M-$1.8M-$2.2M-$1.5M-$997.0K-$1.0M$166.0K$100.0K$777.1K$1.0M$1.3M-$1.6M$2.0M$1.7M$2.9M-$181.3K-$100.6K$60.9K$162.1K$64.3K$568.7K$222.4K$675.0K$1.4M$1.1M$1.6M$2.4M$2.4M$44.0K
Other Nonoperating Income Expense-$59.0K$218.0K$432.0K-$1.1M-$19.0K$333.0K-$503.0K$44.0K-$97.0K$130.0K-$98.4K$251.8K-$215.0K$7.0K$26.7K$55.7K$118.6K-$40.2K-$31.3K$8.4K$1.7K-$320.0K-$174.7K-$228.4K-$83.9K-$21.0K-$3.9K-$3.1K-$8.3K$7.6K
Comprehensive Income Net Of Tax-$261.0K-$147.0K-$1.0M-$2.1M-$1.5M-$763.0K-$958.0K-$594.0K$123.0K$516.0K$183.4K$949.5K$1.0M-$2.0M$1.6M$1.6M$2.3M-$312.3K$60.7K$88.8K$120.8K$16.0K$274.4K$217.9K-$104.3K$870.3K$1.1M$1.0M$1.3M$1.6M
Other Comprehensive Income Foreign Currency Transaction And Translation Gain Loss Arising During Period Net Of Tax-$234.0K$226.0K-$94.0K-$30.0K$334.0K-$314.0K$79.4K-$14.4K-$86.2K-$17.3K$297.4K$72.7K-$295.1K$135.6K$33.9K$44.9K-$47.1K-$11.6K-$52.0K-$45.7K$42.7K$14.6K$4.7K-$9.9K
Revenue From Related Parties$5.3M$5.4M$5.9M$5.7M$5.7M$6.0M$6.1M$7.0M$3.0M$2.8M$3.0M$3.6M$3.9M$4.2M$4.3M$4.8M$5.2M$5.6M$6.5M$6.4M$6.1M
Income Taxes Paid Net$13.0K$87.0K$70.6K$286.8K-$238.5K$159.4K$6.0K$430.8K$800.00
Nonoperating Income Expense Including Interest Expense-$368.0K$233.5K-$42.6K$189.0K-$53.6K$247.5K-$219.0K$4.2K$23.5K$52.4K$117.1K-$26.4K-$15.2K$23.3K-$2.3K$24.3K-$179.0K-$198.6K-$82.4K
Income Loss From Continuing Operations Per Diluted Share
Income Loss From Continuing Operations Per Basic Share

Balance Sheet

Annual (10-K / 20-F)

Metric \ Fiscal YearFY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016FY2015FY2014FY2013FY2012FY2011
Stockholders Equity *$30.4M$29.0M$25.3M$19.1M$17.2M$17.0M$13.2M$7.9M$2.0M-$689.4K-$370.4K-$627.4K-$594.0K
Cash And Cash Equivalents At Carrying Value$5.5M$8.2M$12.9M$16.1M$9.8M$6.5M$7.5M$3.4M$15.7K$39.4K$102.0K
Assets$32.9M$35.3M$35.3M$31.5M$24.3M$21.3M$23.1M$19.6M$2.3M$691.6K$385.3K$444.3K
Retained Earnings Accumulated Deficit$14.0M$18.1M$16.9M$15.8M$9.9M$8.2M$7.6M$5.9M$690.0K-$6.3M-$4.9M-$4.6M-$4.7M
Assets Current$24.3M$26.8M$25.2M$24.1M$17.6M$15.5M$16.7M$15.0M$9.5M$2.2M$667.9K$359.1K$426.3K
Liabilities And Stockholders Equity$32.9M$35.3M$35.3M$31.5M$24.3M$21.3M$23.1M$19.6M$13.8M$2.3M$691.6K$385.3K$444.3K
Liabilities Current$5.2M$4.2M$4.8M$5.1M$3.6M$3.2M$5.2M$3.5M$3.7M$286.5K$1.4M$551.0K$692.7K
Common Stock Value$40.0K$39.0K$39.4K$37.5K$37.4K$37.2K$29.6K$29.6K$886.8K$68.0K$240.3K$240.3K$235.6K
Inventory Net$2.2M$2.3M$2.2M$2.0M$1.2M$1.0M$931.1K$444.3K$436.5K$85.8K$0.00$190.3K$37.4K
Accounts Payable And Accrued Liabilities Current$4.0M$2.8M$2.8M$3.9M$2.8M$2.9M$3.2M$2.8M$2.4M$269.5K$276.2K$522.8K$452.6K
Accounts Receivable Net Current$2.7M$3.0M$1.1M$717.8K$939.6K$1.1M$871.6K$839.2K$95.4K$0.00$113.4K$264.3K
Liabilities$6.3M$4.9M$6.3M$6.2M$5.1M$4.1M$6.1M$4.4M$3.9M$1.4M$755.7K$801.3K
Other Assets Current$3.0M$904.0K$699.5K$399.5K$603.9K$546.1K$374.6K$369.6K$242.6K$0.00$4.9K
Property Plant And Equipment Net$1.2M$1.3M$1.2M$757.0K$1.1M$1.2M$1.2M$0.00$15.0K$6.8K
Goodwill$2.5M$2.3M$2.3M$1.0M$915.8K$915.8K$915.8K$499.0K$499.0K$0.00
Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents Including Disposal Group And Discontinued Operations$8.6M$13.9M$16.1M$9.8M$6.5M
Accumulated Other Comprehensive Income Loss Net Of Tax-$269.0K-$145.0K-$234.8K$142.6K-$144.7K-$175.7K$148.8K$119.3K-$30.3K$0.00
Notes Payable Current$358.8K$33.5K$15.1K$13.2K$26.2K$46.7K$17.4K$0.00$8.5K$0.00$0.00
Intangible Assets Net Excluding Goodwill$1.4M$2.3M$2.7M$2.3M$2.5M$2.7M$3.0M$899.3K$1.0M$0.00
Preferred Stock Value$49.00$49.00$53.00$53.00$437.00$0.00$206.00$206.00$206.00
Other Assets Noncurrent$619.0K$554.0K$540.2K$540.2K$523.6K$523.6K$532.2K$509.5K$509.5K
Liabilities Noncurrent$1.1M$711.0K$1.5M$1.2M$1.5M$0.00$204.7K$108.7K
Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents Period Increase Decrease Including Exchange Rate Effect-$455.0K-$3.1M-$5.3M-$2.2M$6.3M$3.3M-$1.0M$793.6K$1.3M
Long Term Notes Payable$88.5K$459.2K$379.8K$359.8K$61.1K$149.5K$72.6K$0.00
Cash$5.5M$8.2M$12.9M$16.1M$9.8M$6.5M$7.5M$3.4M$15.7K$39.4K$102.0K
Restricted Cash And Cash Equivalents$20.0K$13.5K$14.9K$0.00
Notes Payable Related Parties Classified Current$0.00$603.5K$3.5K$3.5K$3.5K$3.5K$8.5K

Quarterly (10-Q, single quarters)

Metric \ QuarterQ4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014Q3 2014Q2 2014Q1 2014Q4 2013Q3 2013Q1 2013Q4 2012Q3 2012Q1 2012Q4 2011Q3 2011Q2 2011Q2 2010
Stockholders Equity *$22.7M$22.9M$23.0M$24.3M$23.4M$25.5M$26.6M$28.4M$29.0M$29.9M$29.9M$29.8M$29.2M$28.3M$24.3M$23.3M$24.7M$23.1M$21.4M$17.2M$17.5M$17.3M$17.4M$17.3M$17.3M$17.0M$16.0M$14.1M$13.2M$12.1M$1.8M$2.0M$1.9M$1.9M$2.4M-$757.5K-$773.3K-$563.6K-$497.8K-$422.9K-$285.9K-$549.4K-$477.2K$170.9K$108.7K
Cash And Cash Equivalents At Carrying Value$4.1M$4.9M$5.0M$4.3M$5.7M$6.7M$4.5M$6.2M$7.0M$9.9M$14.6M$13.4M$15.2M$13.3M$17.3M$14.3M$13.3M$12.9M$6.0M$6.5M$6.9M$8.7M$7.8M$7.1M$5.6M$7.3M$6.7M$5.8M$7.1M$7.8M$5.5M$4.7M$586.9K$491.3K$2.4M$86.9K$21.2K$41.2K$402.00$63.1K$8.2K$29.8K$94.0K$22.1K$8.6K$53.7K$4.9K
Assets$27.8M$28.4M$30.4M$33.5M$33.0M$35.9M$33.7M$34.9M$35.5M$34.7M$35.2M$34.9M$34.1M$30.9M$32.2M$30.0M$29.7M$31.5M$21.6M$22.0M$22.3M$21.8M$22.7M$22.2M$21.5M$20.3M$17.6M$16.6M$4.6M$19.6M$3.1M$2.5M$2.4M$3.2M$435.2K$419.0K$648.4K$477.1K$345.5K$287.8K$411.0K$450.3K$243.3K$135.8K$256.7K
Retained Earnings Accumulated Deficit$7.3M$7.8M$8.2M$9.7M$10.7M$12.4M$15.9M$16.4M$17.6M$17.8M$17.6M$17.4M$15.8M$14.9M$13.9M$15.1M$13.5M$12.1M$8.1M$8.1M$8.2M$8.3M$8.2M$6.7M$6.7M$6.7M$3.3M$2.2M-$6.5M-$6.4M-$6.4M-$6.4M-$6.5M-$5.1M-$5.1M-$4.8M-$4.7M-$4.6M-$4.6M-$4.8M-$4.7M-$4.7M-$4.8M-$4.7M
Assets Current$17.4M$18.4M$19.0M$21.9M$22.6M$25.0M$25.8M$26.3M$27.3M$26.0M$26.2M$25.4M$26.4M$22.7M$25.1M$22.3M$21.6M$20.4M$14.7M$15.0M$15.1M$15.9M$16.6M$15.5M$14.5M$15.6M$14.5M$12.6M$2.3M$1.4M$1.1M$1.1M$3.2M$414.7K$397.5K$623.2K$453.1K$320.5K$225.4K$391.3K$432.5K$237.0K$133.0K$254.4K
Liabilities And Stockholders Equity$27.8M$28.4M$30.4M$33.5M$33.0M$35.9M$33.7M$34.9M$35.5M$34.7M$35.2M$34.9M$34.1M$30.9M$32.2M$30.0M$29.7M$27.9M$21.6M$22.0M$22.3M$21.8M$22.7M$22.2M$21.5M$20.3M$17.6M$16.6M$4.6M$3.1M$2.5M$2.4M$3.2M$435.2K$419.0K$648.4K$477.1K$345.5K$287.8K$411.0K$450.3K
Liabilities Current$4.5M$4.9M$6.6M$8.2M$8.2M$7.9M$4.5M$5.0M$4.9M$3.7M$4.2M$4.5M$4.2M$4.8M$7.8M$3.3M$4.4M$4.8M$2.8M$2.8M$3.1M$3.5M$4.5M$5.0M$4.5M$3.1M$3.6M$593.5K$576.0K$758.0K$1.2M$1.2M$1.2M$770.2K$563.7K$368.9K$643.9K$553.8K$657.0K$666.9K$782.1K
Common Stock Value$42.0K$42.0K$42.0K$43.0K$40.0K$40.0K$39.0K$39.0K$39.4K$39.4K$39.4K$39.4K$39.4K$37.5K$37.5K$37.5K$37.4K$37.4K$37.4K$37.4K$37.4K$37.2K$29.6K$29.6K$29.6K$886.8K$886.8K$886.8K$68.0K$68.0K$68.0K$679.5K$746.5K$338.2K$244.7K$240.3K$240.3K$240.3K$240.3K$235.6K$235.6K
Inventory Net$1.8M$1.9M$2.0M$2.1M$2.2M$2.2M$2.1M$2.4M$2.2M$2.4M$2.6M$2.3M$2.3M$2.1M$2.1M$1.9M$1.9M$2.0M$1.1M$1.2M$1.0M$1.2M$1.2M$944.4K$926.4K$782.3K$465.2K$496.0K$445.6K$295.3K$286.0K$307.7K$187.7K$296.8K$277.9K$272.5K$144.7K$118.5K$202.0K$49.0K
Accounts Payable And Accrued Liabilities Current$3.5M$4.2M$3.8M$3.7M$3.8M$4.1M$3.6M$3.3M$3.5M$2.4M$2.7M$2.6M$2.9M$3.3M$2.5M$2.8M$3.3M$2.1M$2.1M$2.5M$3.0M$2.9M$2.7M$2.3M$2.4M$2.4M$2.9M$1.0M$638.3K$576.5K$547.4K$234.4K$750.2K$771.2K$787.0K$672.1K$535.4K$331.4K$484.3K$393.9K
Accounts Receivable Net Current$2.3M$2.3M$2.4M$2.3M$2.3M$2.5M$2.5M$2.6M$1.1M$1.1M$959.4K$1.0M$1.2M$1.5M$1.2M$1.5M$1.3M$804.5K$811.7K$875.7K$1.1M$910.4K$757.7K$1.2M$785.5K$654.1K$749.4K$804.9K$177.3K$166.0K$162.0K$56.1K$63.7K$290.4K$166.7K$99.4K$86.8K$148.9K$279.2K$131.9K$60.8K$41.7K
Liabilities$5.1M$5.5M$7.4M$9.2M$9.6M$10.3M$5.3M$5.9M$5.6M$4.8M$5.5M$5.7M$5.8M$6.5M$8.8M$5.3M$6.6M$6.4M$4.4M$4.6M$5.0M$4.4M$5.4M$6.0M$5.6M$4.2M$4.3M$4.5M$2.8M$1.1M$286.5K$1.2M$974.9K$768.4K$573.6K$721.4K$631.3K$750.8K$745.7K$850.7K
Other Assets Current$611.0K$745.0K$1.1M$703.0K$961.0K$1.1M$3.1M$1.1M$973.6K$1.1M$735.8K$722.5K$948.4K$442.5K$699.5K$434.3K$390.1K$355.6K$384.8K$272.8K$265.8K$482.9K$195.6K$543.1K$194.5K$315.8K$1.4M$1.3M$20.8K$12.3K$12.0K$11.2K$32.1K$3.1K$3.5K$0.00$1.9K$1.9K
Property Plant And Equipment Net$440.0K$461.0K$1.0M$997.0K$1.0M$1.1M$1.2M$1.6M$1.6M$1.5M$1.6M$1.5M$1.6M$1.6M$1.1M$1.3M$1.3M$854.2K$915.3K$1.2M$1.3M$1.3M$1.1M$1.0M$1.2M$1.3M$1.2M$1.1M$9.3K$10.3K$12.5K$13.9K$12.8K$13.8K$15.0K$8.5K$6.6K$6.8K
Goodwill$2.3M$2.1M$2.5M$2.5M$2.5M$2.5M$2.3M$2.3M$2.3M$2.3M$2.3M$2.3M$1.0M$1.0M$1.0M$1.0M$1.0M$1.0M$915.8K$915.8K$915.8K$915.8K$915.8K$915.8K$3.4M$499.0K$219.3K$219.3K$219.3K$268.4K$268.4K$268.4K
Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents Including Disposal Group And Discontinued Operations$4.1M$4.9M$5.1M$4.4M$5.7M$6.7M$5.5M$4.5M$6.6M$7.4M$10.3M$15.0M$14.3M$16.2M$13.3M$17.3M$14.3M$13.3M$12.9M$6.0M$6.5M
Accumulated Other Comprehensive Income Loss Net Of Tax$104.0K-$211.0K-$420.0K-$565.0K-$568.0K-$226.0K-$246.0K-$12.0K-$239.1K-$244.5K-$214.6K-$548.5K$121.4K$42.0K$56.4K$208.1K$225.4K-$72.0K-$301.2K-$6.1K-$141.7K-$144.9K-$189.9K$252.9K$35.7K$117.9K-$42.1K-$99.7K-$39.2K-$1.1K-$16.4K-$86.2K
Notes Payable Current$1.3M$3.7M$3.5M$2.8M$315.0K$33.3K$33.4K$31.1K$35.9K$35.1K$14.8K$14.7K$14.4K$13.6K$12.5K$13.6K$13.2K$25.5K$24.7K$47.1K$51.3K$38.1K$8.5K$8.5K$8.5K$8.5K$8.5K$8.5K$8.5K$85.0K$50.0K$50.0K$50.0K
Intangible Assets Net Excluding Goodwill$903.0K$903.0K$1.0M$1.1M$1.2M$1.3M$2.0M$2.1M$2.2M$2.4M$2.5M$2.6M$2.1M$2.2M$2.3M$2.4M$2.5M$2.6M$2.6M$2.5M$2.6M$2.7M$2.8M$3.1M$839.3K$869.3K$928.9K$958.3K$988.2K
Preferred Stock Value$49.00$49.00$49.00$49.00$49.00$49.00$49.00$49.00$49.00$53.00$53.00$53.00$53.00$53.00$53.00$437.00$13.1K$13.1K$13.1K$206.00$206.00$206.00$206.00$206.00$206.00$206.00$206.00$206.00$596.00$596.00
Other Assets Noncurrent$2.3M$2.3M$2.3M$3.8M$2.4M$2.4M$553.0K$553.0K$552.7K$552.7K$552.7K$540.2K$540.2K$789.9K$540.2K$540.2K$548.7K$523.6K$523.6K$523.6K$523.6K$523.6K$523.6K$518.7K$518.1K$509.5K$509.5K
Liabilities Noncurrent$641.0K$655.0K$801.0K$1.0M$1.5M$2.5M$787.0K$906.0K$677.2K$1.2M$1.3M$1.2M$1.6M$1.7M$1.0M$2.0M$2.2M$1.7M$1.6M$1.8M$1.8M$837.6K$204.7K$204.7K$77.5K$77.5K$93.7K$78.8K$68.6K
Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents Period Increase Decrease Including Exchange Rate Effect-$145.0K$1.2M-$1.2M$371.3K$1.2M$3.1M$421.4K$111.8K
Long Term Notes Payable$417.7K$427.5K$421.0K$491.4K$491.4K$365.8K$378.2K$376.9K$362.5K$348.6K$384.4K$380.2K$66.5K$71.5K$164.4K$199.1K$226.9K$91.8K$20.0K$20.0K$40.0K
Cash$4.1M$4.9M$5.0M$4.3M$5.7M$6.7M$4.5M$6.2M$7.0M$9.9M$14.6M$13.4M$15.2M$13.3M$17.3M$14.3M$13.3M$12.9M$6.0M$6.5M$6.9M$8.7M$7.8M$7.1M$5.6M$7.3M$6.7M$5.8M$7.1M$7.8M$5.5M$4.7M$586.9K$491.3K$2.4M$86.9K$21.2K$41.2K$402.00$63.1K$8.2K$29.8K$94.0K$22.1K$8.6K$53.7K$4.9K
Restricted Cash And Cash Equivalents$14.0K$14.5K$20.0K$12.9K$20.0K$20.0K$12.5K$20.0K$20.0K$20.0K$20.0K$20.0K$20.0K$13.8K$14.6K
Notes Payable Related Parties Classified Current$603.5K$603.5K$603.5K$3.5K$3.5K$3.5K$3.5K$3.5K$3.5K$3.5K$3.5K$3.5K$3.5K$3.5K$3.5K$600.0K$1.3M$450.0K$0.00

Cash Flow Statement

Annual (10-K / 20-F)

Metric \ Fiscal YearFY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016FY2015FY2014FY2013FY2012
Financing Cash Flow *$1.8M-$30.0K-$20.0K$2.3M-$28.4K$289.1K-$108.9K$110.9K$83.4K-$247.3K$2.8M$188.0K$63.9K-$20.0K
Investing Cash Flow *$1.2M-$926.0K-$7.3M-$3.7M-$1.2M$1.3M-$1.8M-$2.3M-$4.0M-$2.9M-$536.0K-$10.8K-$13.8K-$5.3K
Increase Decrease In Inventories-$190.0K-$56.0K$78.0K$379.9K$787.1K$202.1K$79.1K$162.4K$2.1K-$154.7K$85.8K$0.00$152.8K$102.8K
Increase Decrease In Accounts Receivable-$317.0K-$344.0K-$146.0K-$44.4K$306.6K-$193.5K-$128.1K-$7.1K$24.9K$32.9K$95.4K$0.00-$138.2K-$235.1K
Increase Decrease In Accounts Payable And Accrued Liabilities-$190.0K$1.3M-$86.0K-$1.0M$978.7K$29.0K-$425.7K$406.1K$449.8K-$538.3K$16.3K$10.9K$166.0K-$86.3K
Net Cash Provided By Used In Operating Activities-$3.3M-$1.9M$1.9M-$580.3K$7.2M$1.7M$875.8K$3.0M$5.2M$5.3M-$301.6K-$200.9K-$112.7K
Increase Decrease In Other Current Assets$204.4K$287.8K-$223.6K$256.7K$161.3K-$4.0K$101.7K$39.0K$0.00$0.00$0.00
Increase Decrease In Prepaid Taxes-$555.0K$346.0K-$172.0K$431.0K-$114.1K-$915.2K-$421.8K$906.1K$918.2K-$414.2K
Depreciation Depletion And Amortization$590.0K$585.0K$577.0K$561.0K$600.0K$601.8K$702.3K$576.7K$418.8K$229.5K
Increase Decrease In Accounts Payable Related Parties-$11.5K$515.00-$352.2K$96.1K-$336.8K$73.6K$140.2K$48.9K$0.00-$1.6K$1.6K
Payments To Acquire Investments$7.0M$11.7M$15.9M$3.7M$7.8K$2.0M$3.8M$1.1M$3.8M
Increase Decrease In Accounts Receivable Related Parties-$557.0K$192.8K-$572.9K$1.6M-$421.0K-$304.1K-$361.8K$383.0K
Proceeds From Sale Maturity And Collections Of Investments$7.9M$13.6M$9.3M$508.1K$0.00$4.1M$3.2M$1.4M$227.6K
Share Based Compensation$825.0K$428.0K$84.0K$0.00$152.3K$0.00$750.00$0.00

Quarterly (10-Q, single quarters)

Metric \ QuarterQ3 2025Q1 2025Q4 2024Q3 2024Q1 2024Q4 2023Q3 2023Q3 2022Q3 2021Q3 2020Q3 2019Q3 2018Q3 2017Q3 2016Q3 2015Q3 2014Q3 2013Q3 2012Q3 2011
Financing Cash Flow *-$1.3M$3.4M-$2.0K-$3.5K-$3.6K-$3.3K$306.1K-$88.4K$171.2K-$5.0K$0.00$0.00$57.5K-$40.0K
Investing Cash Flow *$1.5M-$1.3M-$1.5M-$267.0K$502.5K-$731.5K-$664.1K$73.0K-$260.3K-$40.4K-$1.6M-$252.00-$811.00-$762.00$1.1K
Increase Decrease In Inventories$123.0K-$47.0K-$34.0K$194.7K$154.9K$137.9K$67.5K$154.9K$331.4K$8.5K$36.7K$0.00$45.6K-$11.6K$40.9K
Increase Decrease In Accounts Receivable$199.0K-$172.0K-$482.0K$179.1K$397.3K$205.3K-$39.5K-$12.8K-$98.5K-$32.7K$180.1K$0.00$14.0K-$14.8K-$24.9K
Increase Decrease In Accounts Payable And Accrued Liabilities$644.0K$73.0K$717.0K-$149.3K-$179.7K-$302.3K-$65.7K-$377.8K-$316.1K$1.1K-$670.9K$12.6K-$50.5K-$49.6K
Net Cash Provided By Used In Operating Activities-$533.0K-$893.0K$291.0K$879.2K$863.7K$3.6M$668.7K$138.6K$655.1K$2.4M$121.4K$1.0K
Increase Decrease In Other Current Assets$70.1K$34.8K-$129.7K-$134.2K-$280.1K-$67.2K-$54.8K$94.9K-$60.7K$1.2K$1.9K
Increase Decrease In Prepaid Taxes$209.0K$415.0K$359.0K-$61.9K$111.7K-$859.1K-$540.8K$57.8K-$37.5K-$892.1K
Depreciation Depletion And Amortization$94.0K$159.0K$154.0K$149.2K$154.8K$166.1K$149.7K$174.5K$114.7K$99.5K
Increase Decrease In Accounts Payable Related Parties$48.5K$70.4K$38.3K$306.7K-$112.7K-$250.9K$59.0K$251.8K-$902.00$920.00
Payments To Acquire Investments$990.0K$1.6M$9.3M$257.6K$423.00$2.7K$18.2K$102.0K
Increase Decrease In Accounts Receivable Related Parties-$4.0K-$565.3K-$276.2K-$433.1K-$48.4K-$136.3K-$115.8K-$72.4K
Proceeds From Sale Maturity And Collections Of Investments$1.4M$298.0K$7.8M$0.00$506.5K$0.00$100.0K$79.7K
Share Based Compensation$67.0K$100.0K$200.0K$460.0K$100.0K$100.0K$93.0K$6.7K$0.00$37.5K

Per-Share & Share Counts

Annual (10-K / 20-F)

Metric \ Fiscal YearFY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016FY2015FY2014FY2013FY2012
Diluted EPS *-$0.14-$0.10$0.03$0.03$0.15$0.05$0.01$0.05$0.14$0.00$0.00$0.00
Common Stock Par Or Stated Value Per Share$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
Weighted Average Number Of Shares Outstanding Basic41.7M40.4M40.4M39.0M37.4M37.4M32.6M29.6M29.6M886.8M47.2M240.3M236.9M234.9M
Common Stock Shares Outstanding40.1M39.4M39.4M37.5M37.4M37.2M29.6M29.6M886.8M679.5M240.3M240.3M235.6M
Common Stock Shares Issued40.1M39.4M39.4M37.5M37.4M37.2M29.6M29.6M886.8M679.5M240.3M240.3M235.6M
Common Stock Shares Authorized900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M
Weighted Average Number Of Diluted Shares Outstanding41.7M40.4M40.4M39.0M38.5M38.3M38.3M38.3M1.15B85.0M240.3M237.4M234.9M
Earnings Per Share Basic$-0.14$-0.10$0.03$0.03$0.15$0.05$0.01$0.06$0.18$0.01$0.00$0.00
Preferred Stock Shares Authorized50.0M50.0M50.0M50.0M50.0M50.0M50.0M50.0M50.0M
Preferred Stock Par Or Stated Value Per Share$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
Preferred Stock Shares Outstanding49.4K49.4K49.4K53.0K0.00206.2K206.2K206.2K
Preferred Stock Shares Issued49.4K49.4K49.4K53.0K0.00206.2K206.2K206.2K

Quarterly (10-Q, single quarters)

Metric \ QuarterQ4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q1 2024Q4 2023Q3 2023Q1 2023Q4 2022Q3 2022Q1 2022Q4 2021Q3 2021Q1 2021Q4 2020Q3 2020Q1 2020Q4 2019Q3 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q1 2015Q4 2014Q3 2014Q1 2014Q4 2013Q3 2013Q1 2013Q4 2012Q3 2012Q1 2012Q4 2011Q3 2011Q2 2011
Diluted EPS *-$0.01-$0.01-$0.02-$0.04-$0.04-$0.01-$0.03-$0.01$0.00$0.01$0.02$0.03-$0.05$0.04$0.04$0.06$0.00$0.00$0.00$0.00$0.00$0.01$0.00$0.00$0.00$0.03$0.03$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
Common Stock Par Or Stated Value Per Share$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
Weighted Average Number Of Shares Outstanding Basic42.9M43.0M40.8M40.9M40.8M40.4M40.4M40.4M40.4M40.4M40.4M38.8M38.5M38.5M38.5M37.4M37.4M37.4M37.4M37.3M34.0M29.6M29.6M29.6M29.6M886.8M29.6M29.6M886.8M886.8M679.5M63.2M241.5M240.3M240.3M240.3M235.6M235.6M233.7M
Common Stock Shares Outstanding42.8M42.8M42.8M42.8M40.2M40.3M39.4M39.4M39.4M39.4M39.4M39.4M39.4M37.5M37.5M37.5M37.4M37.4M37.4M37.4M37.4M37.2M29.6M29.6M29.6M886.8M886.8M886.8M68.0M68.0M68.0M679.5M746.5M338.2M244.7M240.3M240.3M240.3M240.3M235.6M235.6M233.7M233.7M233.7M
Common Stock Shares Issued42.8M42.8M42.8M42.8M40.2M40.3M39.4M39.4M39.4M39.4M39.4M39.4M39.4M37.5M37.5M37.5M37.4M37.4M37.4M37.4M37.4M37.2M29.6M29.6M29.6M886.8M886.8M886.8M68.0M68.0M68.0M679.5M746.5M338.2M244.7M240.3M240.3M240.3M240.3M235.6M235.6M233.7M233.7M233.7M
Common Stock Shares Authorized900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M900.0M
Weighted Average Number Of Diluted Shares Outstanding42.9M43.0M40.8M40.9M40.8M40.4M40.4M40.4M40.4M40.4M40.4M38.8M38.5M38.5M38.5M38.5M38.5M37.4M37.4M38.4M38.3M38.3M38.3M38.3M29.6M1.15B38.3M38.3M1.15B1.15B679.5M88.5M241.5M240.3M240.3M240.3M244.9M244.9M242.1M
Earnings Per Share Basic$-0.01$-0.01$-0.02$-0.04$-0.04$-0.01$-0.03$-0.01$0.00$0.00$0.01$0.02$0.03$-0.05$0.04$0.04$0.06$0.00$0.00$0.00$0.00$0.00$0.01$0.00$0.00$0.00$0.04$0.03$0.00$0.00$0.00$0.00$0.00$0.00
Preferred Stock Shares Authorized50.0M50.0M50.0M50.0M50.0M50.0M50.0M50.0M50.0M50.0M50.0M50.0M50.0M50.0M50.0M50.0M50.0M50.0M50.0M50.0M0.0050.0M50.0M50.0M50.0M50.0M50.0M50.0M50.0M50.0M50.0M5.0M5.0M50.0M50.0M50.0M
Preferred Stock Par Or Stated Value Per Share$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
Preferred Stock Shares Outstanding49.4K49.4K49.4K49.4K49.4K49.4K53.0K437.0K437.0K13.1M13.1M13.1M206.2K206.2K206.2K206.2K206.2K206.2K206.2K206.2K206.2K
Preferred Stock Shares Issued49.4K49.4K49.4K49.4K49.4K49.4K53.0K437.0K437.0K13.1M13.1M13.1M206.2K206.2K206.2K206.2K206.2K206.2K206.2K206.2K206.2K

Other Metrics

Annual (10-K / 20-F)

Metric \ Fiscal YearFY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016FY2015FY2014FY2013FY2012
Depreciation And Amortization$590.0K$585.0K$577.0K$561.0K$600.0K$601.8K$702.3K$576.7K$418.8K$229.5K$0.00$7.6K$4.6K$1.8K
Labor And Related Expense$11.4M$11.2M$10.0M$8.8M$8.8M$7.5M$6.9M$6.1M$5.5M$4.2M
Additional Paid In Capital$12.8M$12.4M$12.3M$9.3M$9.3M$9.2M$9.2M$7.2M$6.3M$8.3M$4.0M$4.0M$3.8M
Foreign Currency Transaction Gain Loss Before Tax$90.0K-$377.4K$287.3K$30.9K$44.5K-$214.3K$113.4K-$30.3K$0.00
Other Interest And Dividend Income$1.4M$756.0K$275.0K$35.4K$28.8K$96.2K$366.8K$111.9K$3.2K
Fund Operations Expense$4.4M$4.6M$3.7M$3.2M$4.5M$4.9M$5.4M$4.6M
Marketing And Advertising Expense$2.5M$3.2M$2.6M$3.0M$3.0M$2.6M$2.9M$3.6M
Prepaid Taxes$1.3M$992.0K$1.2M$747.3K$857.8K$1.8M$2.1M$1.3M$354.3K
Other Income-$316.3K$64.0K$1.2K$5.1K$0.00$11.6K$91.6K
Interest Paid Net$464.0K$16.0K$15.0K$16.4K$16.1K$16.8K$29.5K$5.0K
Expense Waivers$70.2K$69.7K$421.9K$325.8K$662.7K$589.1K$448.9K

Quarterly (10-Q, single quarters)

Metric \ QuarterQ4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q1 2022Q4 2021Q3 2021Q1 2021Q4 2020Q3 2020Q1 2020Q4 2019Q3 2019Q1 2019Q4 2018Q3 2018Q1 2018Q4 2017Q3 2017Q1 2017Q4 2016Q3 2016Q1 2016Q4 2015Q3 2015Q1 2015Q4 2014Q3 2014Q1 2014Q4 2013Q3 2013Q1 2013Q4 2012Q3 2012Q1 2012Q4 2011Q3 2011Q2 2011Q1 2011Q4 2010
Depreciation And Amortization$56.0K$94.0K$143.0K$142.0K$159.0K$132.0K$153.0K$154.0K$140.0K$148.0K$149.2K$136.9K$133.2K$154.8K$178.6K$177.2K$166.1K$148.1K$150.5K$149.7K$173.4K$174.7K$174.5K$201.6K$115.3K$114.7K$112.5K$101.2K$99.5K$55.2K$1.8K$677.00$621.00
Labor And Related Expense$2.6M$2.5M$2.6M$2.9M$3.1M$2.7M$3.0M$2.6M$2.4M$2.8M$2.4M$2.0M$2.6M$2.1M$1.9M$2.5M$1.7M$1.8M$1.7M$1.5M$1.5M$1.7M$1.4M$1.4M$1.8M$1.1M$1.5M$1.9M$1.1M$946.6K
Additional Paid In Capital$15.3M$15.2M$15.2M$15.1M$13.2M$13.3M$12.7M$12.6M$12.5M$12.4M$12.3M$12.3M$12.3M$9.3M$9.3M$9.3M$9.3M$9.3M$9.3M$9.3M$9.2M$9.2M$9.2M$9.2M$9.2M$6.3M$9.1M$9.1M$8.3M$8.3M$8.3M$7.7M$8.1M$4.0M$4.0M$4.0M$4.0M$4.0M$4.1M$4.0M$4.0M$3.8M$3.8M$3.8M
Foreign Currency Transaction Gain Loss Before Tax-$342.0K$43.0K$226.0K-$94.0K-$29.9K$334.0K-$314.0K$79.4K-$14.4K-$86.2K-$17.3K$297.4K$72.7K-$295.1K$135.6K$33.9K$44.9K-$47.1K-$11.6K-$52.0K-$45.7K$42.7K$53.4K$4.7K-$9.7K$15.3K$69.8K-$86.2K$0.00$0.00$0.00
Other Interest And Dividend Income$127.0K$85.0K$78.0K$1.1M$151.0K$259.0K$138.0K$193.0K$59.0K$63.0K$52.6K$5.5K$6.1K$7.4K$6.7K$6.8K$8.6K$23.8K$26.4K$25.8K$3.0K$351.6K$3.8K$102.6K$4.2K
Fund Operations Expense$1.2M$1.3M$1.1M$1.1M$1.1M$1.2M$1.1M$1.1M$860.0K$799.7K$902.8K$695.5K$727.5K$809.8K$1.1M$1.1M$1.3M$1.2M$1.1M$1.3M$1.4M$1.3M$1.4M$1.3M
Marketing And Advertising Expense$459.0K$485.0K$697.0K$738.0K$669.0K$745.0K$718.0K$972.0K$612.0K$556.0K$777.7K$755.4K$690.8K$723.6K$689.9K$742.5K$801.1K$604.2K$634.9K$577.9K$678.7K$762.7K$871.8K$1.0M
Prepaid Taxes$1.1M$992.0K$783.0K$1.1M$2.2M$1.8M$2.0M$1.6M$1.4M$1.0M$1.0M$1.1M$705.8K$1.1M$856.1K$559.2K$570.5K$1.6M$1.3M$1.2M$2.2M$2.2M$1.6M$1.6M$1.2M$991.5K
Other Income-$228.4K-$83.9K-$12.0K$2.1K$2.6K$4.9K$9.5K$1.1K$0.00$5.1K$0.00$862.00$0.00$3.7K$49.7K$247.00$2.9K$252.00$0.00$38.4K$514.00$1.3K
Interest Paid Net$95.0K$5.0K$4.0K$4.1K$4.0K$4.9K$5.0K
Expense Waivers$107.2K$58.7K$29.0K$163.6K$140.6K$17.8K$128.7K$108.0K$238.9K$975.2K$728.5K$382.8K$288.1K$213.1K$462.5K$389.0K$1.1M$900.0K$648.1K

Most recent annual filing with the SEC: September 19, 2025

Data sourced from SEC EDGAR public filings as of August 5, 2026.