Charles & Colvard, Ltd. believes fine jewelry can be accessible, beautiful and conscientious. Charles & Colvard is the original pioneer of lab-created moissanite, a rare gemstone formed from silicon carbide. The Company brings revolutionary gemstones and jewelry to market through its pinnacle Forever OneTM moissanite brand and its premium CaydiaTM lab grown diamond brand. Consumers seek Charles & Colvard fashion, bridal and fine jewelry because of its exceptional quality, incredible value and shared beliefs in environmental and social responsibility. Charles & Colvard was founded in 1995 and is based in North Carolina'sResearch Triangle Park.

Company profile
Ticker
CTHR
Exchange
Website
CEO
Don O'Connell
Employees
Incorporated
Location
Fiscal year end
Sector
Industry (SIC)
Former names
C3 INC /NC/
SEC CIK
Corporate docs
Subsidiaries
charlesandcolvard.com, LLC ...
IRS number
561928817
CTHR stock data
Calendar
5 May 22
9 Aug 22
30 Jun 23
Financial summary
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Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
26 May 22 | Goldman Neal I | Common Stock | Buy | Acquire P | No | No | 1.27 | 37,762 | 47.96K | 1,117,762 |
25 May 22 | Goldman Neal I | Common Stock | Buy | Acquire P | No | No | 1.34 | 40,898 | 54.8K | 1,080,000 |
20 May 22 | Goldman Neal I | Common Stock | Buy | Acquire P | No | No | 1.34 | 517 | 692.78 | 1,039,102 |
12 May 22 | Goldman Neal I | Common Stock | Buy | Acquire P | No | No | 1.35 | 5,000 | 6.75K | 1,038,585 |
14 Mar 22 | Ollin B Sykes | Common Stock | Buy | Acquire P | Yes | No | 1.66 | 5,000 | 8.3K | 188,920 |
11 Mar 22 | Ollin B Sykes | Common Stock | Buy | Acquire P | Yes | No | 1.72 | 11,000 | 18.92K | 183,920 |
10 Mar 22 | Ollin B Sykes | Common Stock | Buy | Acquire P | Yes | No | 1.73 | 210 | 363.3 | 172,920 |
Institutional ownership, Q1 2022
32.0% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 29 |
Opened positions | 3 |
Closed positions | 8 |
Increased positions | 5 |
Reduced positions | 8 |
13F shares | Current |
---|---|
Total value | 16.42M |
Total shares | 9.81M |
Total puts | 0 |
Total calls | 0 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Punch & Associates Investment Management | 1.92M | $3.01M |
Renaissance Technologies | 1.85M | $2.9M |
Ollin B Sykes | 1.38M | $3.11M |
Vanguard | 1.1M | $1.72M |
Acadian Asset Management | 715.85K | $1.12M |
Meros Investment Management | 632.61K | $993K |
Victory Capital Management | 467.42K | $734K |
Essex Investment Management | 361.44K | $567K |
Dimensional Fund Advisors | 245.82K | $386K |
Geode Capital Management | 231.99K | $364K |
Financial report summary
?Competition
Eastern • Canada • BHP Group Limited • Rio Tinto • Rio Tinto • BHP • Scio Diamond TechnologyManagement Discussion
- Our key strategic initiatives during Fiscal 2022 have been designed to increase brand awareness and to drive expansion of our favorable brand equity. As we enter the fourth quarter of Fiscal 2022, we believe that we remain on a strong trajectory toward accomplishing our goal for continued and sustained top line growth and remain poised to broaden our consumer reach and maximize product value through our brand- and performance-based marketing strategy. During the first half of Fiscal 2022, we made significant investments to strengthen the Charles & Colvard brand through our marketing strategy, which included brand marketing campaigns across multiple digital platforms, social media outlets, earned media, and media placements as well as placements with key consumer-based influencers. We believe that to continue the growth of our business, we must continue to acquire new customers and retain existing customers in a cost-effective manner.
Content analysis
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H.S. junior Avg
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New words:
ABC, authentication, automated, avoid, Bachelor, Bachelorette, bound, breach, breakdown, Canada, case, certainty, circumvented, circumvention, civil, climate, compel, comply, compromise, conflict, consideration, Constantly, contractual, contractually, convention, corruption, costly, criminal, detect, detecting, diversity, dropship, Eastern, emphasized, enacted, encryption, engineering, error, ESG, Europe, European, filming, fourth, FTC, hacking, hosted, incident, ineffective, influencer, insider, insufficient, investigation, Lastly, longer, malfeasance, malware, manipulation, nonpublic, notification, notify, organizational, outlet, overcome, patented, phishing, photography, privacy, promote, proper, propose, proposed, publicly, ransomware, regularly, regulatory, repurchase, responding, ring, role, sensitive, slight, sophisticated, Star, streaming, system, team, technical, television, theft, tool, training, unauthorized, Union, unisex, vendor, video, vulnerable, widespread
Removed:
arrangement, good, referenced, website
Financial reports
Current reports
8-K
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
2 Aug 22
8-K
Charles & Colvard Reports Third Quarter Fiscal Year 2022 Financial Results and Announces $5 Million
5 May 22
8-K
Charles & Colvard Reports Second Quarter Fiscal Year 2022 Financial Results
3 Feb 22
8-K
Submission of Matters to a Vote of Security Holders
19 Nov 21
8-K
Charles & Colvard Reports First Quarter Fiscal Year 2022 Financial Results
4 Nov 21
8-K
Charles & Colvard Announces Grand Opening of a Wholesale Gemstone Distribution Center In Panyu, China
3 Nov 21
8-K
Charles & Colvard Begins Construction on Its First Signature Showroom Retail Location
30 Sep 21
8-K
Departure of Directors or Certain Officers
15 Sep 21
8-K
Charles & Colvard Reports Fourth Quarter and Full Fiscal Year 2021 Financial Results
2 Sep 21
8-K
Charles & Colvard Announces Preliminary Fourth Quarter & Fiscal Year 2021 Highlights Ahead of Industry Market Week
26 Aug 21
Registration and prospectus
424B5
Prospectus supplement for primary offering
7 Jun 19
FWP
Free writing prospectus
6 Jun 19
424B5
Prospectus supplement for primary offering
6 Jun 19
S-8
Registration of securities for employees
9 Nov 18
S-3
Shelf registration
18 May 18
S-8
Registration of securities for employees
26 Jun 16
S-8
Registration of securities for employees
27 May 15
15-12G
Securities registration termination
16 Aug 11
S-8
Registration of securities for employees
28 May 08
Other
SD
Conflict minerals disclosure
25 May 22
EFFECT
Notice of effectiveness
3 Jun 21
CORRESP
Correspondence with SEC
31 May 21
UPLOAD
Letter from SEC
31 May 21
SD
Conflict minerals disclosure
27 May 21
SD
Conflict minerals disclosure
1 Jun 20
SD
Conflict minerals disclosure
30 May 19
CT ORDER
Confidential treatment order
18 Jul 18
EFFECT
Notice of effectiveness
31 May 18
SD
Conflict minerals disclosure
25 May 18
Ownership
4
CHARLES & COLVARD / NEAL I GOLDMAN ownership change
27 May 22
4
CHARLES & COLVARD / NEAL I GOLDMAN ownership change
24 May 22
4
CHARLES & COLVARD / NEAL I GOLDMAN ownership change
15 May 22
4
CHARLES & COLVARD / OLLIN B SYKES ownership change
16 Mar 22
4
CHARLES & COLVARD / OLLIN B SYKES ownership change
14 Mar 22
4
CHARLES & COLVARD / OLLIN B SYKES ownership change
10 Mar 22
4
CHARLES & COLVARD / OLLIN B SYKES ownership change
8 Mar 22
4
CHARLES & COLVARD / CLINT J. PETE ownership change
2 Mar 22
4
CHARLES & COLVARD / OLLIN B SYKES ownership change
28 Feb 22
4
CHARLES & COLVARD / DON O'CONNELL ownership change
24 Feb 22
Patents
Design
Article of jewelry
2 Mar 20
Inventors: Don O'Connell
Design
Article of jewelry
17 Feb 20
Inventors: Don O'Connell
Design
Article of jewelry
13 Jan 20
Inventors: Don O'Connell
Design
Article of jewelry
13 Jan 20
Inventors: Don O'Connell
Design
Article of jewelry
13 Jan 20
Inventors: Don O'Connell
Transcripts
2022 Q3
Earnings call transcript
7 May 22
2022 Q2
Earnings call transcript
4 Feb 22
2022 Q1
Earnings call transcript
7 Nov 21
2021 Q4
Earnings call transcript
3 Sep 21
2021 Q3
Earnings call transcript
9 May 21
2021 Q2
Earnings call transcript
5 Feb 21
2021 Q2
Earnings call transcript
5 Feb 21
2021 Q1
Earnings call transcript
8 Nov 20
2020 Q4
Earnings call transcript
3 Sep 20
2020 Q3
Earnings call transcript
21 May 20
Reddit threads
Brief summary of my look into (CTHR) Charles & Colvard
10 May 22
Daily Discussion Thread - May 5th, 2022
5 May 22
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4 May 22
Daily Discussion Thread - May 4th, 2022
4 May 22
Artificial Diamond Maker (CTHR) trading 30% below book value with positive earnings
26 Apr 22
Can you remind me why I bought CTHR?
30 Mar 22
Picks for 2022-03-16
16 Mar 22
Picks for 2022-03-16
16 Mar 22
Fincredible MacroTalk February 16th: Advertising Trends
18 Feb 22
Daily Plays February 18, 2022
18 Feb 22