Sono-Tek Corporation

NasdaqCM:SOTK Stock Report

Market Cap: US$66.6m

Sono-Tek Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:SOTK Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
27 Aug 24SellUS$12,340Stephen BagleyIndividual3,012US$4.14
20 Aug 24SellUS$1,118Stephen BagleyIndividual276US$4.05
09 Aug 24SellUS$14,480Stephen BagleyIndividual4,000US$3.62
08 Aug 24SellUS$2,854Stephen BagleyIndividual774US$3.80
29 Jul 24SellUS$6,509Stephen BagleyIndividual1,704US$3.85
22 Jul 24SellUS$8,565Stephen BagleyIndividual2,120US$4.04
26 Feb 24SellUS$16,231Christopher CoccioIndividual2,914US$5.57
21 Feb 24SellUS$34Christopher CoccioIndividual6US$5.60
20 Feb 24SellUS$39,931Christopher CoccioIndividual7,080US$5.64
07 Feb 24SellUS$30,410Joseph RiemerIndividual5,335US$5.70
31 Jan 24SellUS$38,577Robb EngleIndividual6,773US$5.73
26 Jan 24SellUS$36,851Joseph RiemerIndividual6,509US$5.73
26 Jan 24SellUS$15,745Robb EngleIndividual2,724US$5.78
23 Jan 24SellUS$89,228Robb EngleIndividual15,351US$5.86
23 Jan 24SellUS$24,353Joseph RiemerIndividual4,177US$5.88
23 Jan 24SellUS$16,595Robb EngleIndividual2,876US$5.77

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SOTK?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders3,527,89322.4%
General Public4,678,97929.7%
Institutions7,544,28147.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 69.82% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
41.1%
Circle N Advisors, LLC
6,466,261US$27.4m0%100.0%
5.87%
Dawn Cupero
924,289US$3.9m0%no data
5.81%
V. Nicklin
915,599US$3.9m0%no data
5.34%
Richard Bayles
840,536US$3.6m0%no data
2.08%
Christopher Coccio
327,299US$1.4m0%no data
1.92%
The Vanguard Group, Inc.
302,552US$1.3m1.09%no data
1.74%
R. Harshbarger
273,778US$1.2m-2.94%no data
0.95%
UBS Asset Management AG
149,408US$632.0k0%no data
0.8%
Geode Capital Management, LLC
125,355US$530.3k11.5%no data
0.57%
Wilmington Trust Company, Banking & Trust Investments
89,412US$378.2k0%no data
0.41%
Donald Mowbray
64,864US$274.4k0%no data
0.38%
Stifel Asset Management Corp.
60,000US$253.8k0%no data
0.34%
Robb Engle
53,443US$226.1k0%no data
0.34%
Bard Associates Inc.
53,425US$226.0k29.7%0.08%
0.32%
Wynnefield Capital, Inc.
50,950US$215.5k0%0.1%
0.31%
Benin Management Corporation
48,300US$204.3k0%0.06%
0.25%
Stephen Bagley
40,146US$169.8k-22.8%no data
0.24%
Philip Strasburg
38,118US$161.2k0%no data
0.23%
Beaumont Financial Advisors, LLC
36,671US$155.1k0%0.01%
0.2%
Renaissance Technologies LLC
31,500US$133.2k2.27%no data
0.16%
Northern Trust Global Investments
25,869US$109.4k-0.92%no data
0.14%
Carol O’Donnell
22,000US$93.1k0%no data
0.13%
BlackRock, Inc.
20,867US$88.3k6.85%no data
0.12%
Joseph Riemer
18,662US$78.9k0%no data
0.11%
Susquehanna International Group, LLP, Asset Management Arm
17,902US$75.7k61.8%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 20:46
End of Day Share Price 2024/12/20 00:00
Earnings2024/08/31
Annual Earnings2024/02/29

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Sono-Tek Corporation is covered by 3 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Richard RyanColliers Securities
Edward JacksonNorthland Capital Markets
Richard RyanOak Ridge Financial Services Group Inc.