Everforth Inc
EFORFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Everforth Inc Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 15, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2026-03-31 | 25,551 | Not shown | SEC filing |
| Ankerstar Wealth, LLC | 2026-03-31 | 14 | $542 | SEC filing |
| Advisors Asset Management, Inc. | 2026-03-31 | 171 | $6.62K | SEC filing |
| VARCOV Co. | 2026-03-31 | 14,163 | $548K | SEC filing |
| ALLIANCEBERNSTEIN L.P. | 2026-03-31 | 53,207 | $2.56M | SEC filing |
| Rockefeller Capital Management L.P. | 2026-03-31 | 952 | $36.9K | SEC filing |
| GLENMEDE TRUST CO NA | 2026-03-31 | 209,808 | $8.12M | SEC filing |
| BAMCO INC /NY/ | 2026-03-31 | 1,060,800 | $41.1M | SEC filing |
| NOMURA ASSET MANAGEMENT CO LTD | 2026-03-31 | 1,480 | $57.3K | SEC filing |
| IEQ CAPITAL, LLC | 2026-03-31 | 44,034 | $1.7M | SEC filing |
| HUNTINGTON NATIONAL BANK | 2026-03-31 | 1 | $39 | SEC filing |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 2026-03-31 | 74,610 | $2.89M | SEC filing |
| Quantinno Capital Management LP | 2026-03-31 | 68,561 | $2.65M | SEC filing |
| PRINCIPAL FINANCIAL GROUP INC | 2026-03-31 | 286,357 | $11.1M | SEC filing |
| CENTRAL TRUST Co | 2026-03-31 | 45 | $1.74K | SEC filing |
| Holocene Advisors, LP | 2026-03-31 | 26,241 | $1.02M | SEC filing |
| WPG Advisers, LLC | 2026-03-31 | 12 | $465 | SEC filing |
| Counterpoint Mutual Funds LLC | 2026-03-31 | 7,648 | $296K | SEC filing |
| DIMENSIONAL FUND ADVISORS LP | 2026-03-31 | 1,895,123 | $73.4M | SEC filing |
| Mariner, LLC | 2026-03-31 | 32,936 | $1.27M | SEC filing |
- Each value is checked against Everforth Inc's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the value per share could not be confirmed against the share prices on file from within three months of the report date.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Everforth Inc's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-04-24 · MATIN ARSHAD: Larger than 15 of the 16 other insider purchases of Common Stock on file. SEC filing
- 2026-04-24 · Hanson Theodore S.: Larger than all 16 other insider purchases of Common Stock on file. SEC filing
- 2024-03-08 · Sheridan Edwin A.: Larger than 18 of the 20 other insider sales of Common Stock on file. SEC filing
- 2024-03-07 · Sheridan Edwin A.: Larger than all 20 other insider sales of Common Stock on file. SEC filing
- 2023-11-10 · Hanson Theodore S.: Larger than 19 of the 20 other insider sales of Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2026-04-24–2026-04-29: 17 event(s) across 13 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-04-29 | Dyer Joseph Wendell · Director | Common Stock | P — Open market or private purchase | +1,112 | 22.47 | SEC filing |
| 2026-04-28 | Cunningham Rose · Chief Accounting Officer | Common Stock | P — Open market or private purchase | +1,125 | 22.27 | SEC filing |
| 2026-04-28 | Iyer Sadasivam · President | Common Stock | P — Open market or private purchase | +1,110 | 22.67 | SEC filing |
| 2026-04-27 | Lindstrom Carol · Director | Common Stock | P — Open market or private purchase | +240 | 20.15 | SEC filing |
| 2026-04-27 | Lindstrom Carol · Director | Common Stock | P — Open market or private purchase | +7 | 20.16 | SEC filing |
| 2026-04-27 | Callaghan Brian J. · Director | Common Stock | P — Open market or private purchase | +5,121 | 20.27 | SEC filing |
| 2026-04-27 | Obermaier Patricia L · Director | Common Stock | P — Open market or private purchase | +2,500 | 20.61 | SEC filing |
| 2026-04-24 | Perry Marie · EVP, Chief Financial Officer | Common Stock | P — Open market or private purchase | +5,350 | 18.70 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-11 | HOLMAN JONATHAN S · Director | Common Stock | F — Payment of exercise price or tax by delivering securities | −386 | SEC filing |
| 2026-03-13 | Sheridan Edwin A. · Director | Common Stock | G — Bona fide gift | −250,000 | SEC filing |
| 2026-03-03 | Iyer Sadasivam · President | Common Stock | F — Payment of exercise price or tax by delivering securities | −6,522 | SEC filing |
| 2026-01-02 | Cunningham Rose · Chief Accounting Officer | Common Stock | A — Grant, award, or other acquisition | +3,750 | SEC filing |
| 2026-01-02 | Perry Marie · Exec VP, CFO | Common Stock | A — Grant, award, or other acquisition | +18,752 | SEC filing |
| 2026-01-02 | Frantz Mark A. · Director | Common Stock | A — Grant, award, or other acquisition | +4,500 | SEC filing |
| 2026-01-02 | Painter Jennifer Hankes · SVP, Chief Legal Officer | Common Stock | A — Grant, award, or other acquisition | +13,930 | SEC filing |
| 2026-01-02 | HOLMAN JONATHAN S · Director | Common Stock | A — Grant, award, or other acquisition | +4,500 | SEC filing |
Showing 8 of 29 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-01-12 | HOLMAN JONATHAN S · Director | Common Stock | J — Other acquisition or disposition | −1,683 | SEC filing |
| 2025-01-08 | HOLMAN JONATHAN S · Director | Common Stock | J — Other acquisition or disposition | −1,041 | SEC filing |
| 2024-01-10 | HOLMAN JONATHAN S · Director | Common Stock | J — Other acquisition or disposition | −1,044 | SEC filing |
| 2023-01-13 | HOLMAN JONATHAN S · Director | Common Stock | J — Other acquisition or disposition | −863 | SEC filing |
| 2022-01-07 | HOLMAN JONATHAN S · Director | Common Stock | J — Other acquisition or disposition | −768 | SEC filing |
Showing 5 of 5 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.