ISDR Issuer Direct

Issuer Direct Corp. engages in the provision of communications and compliance technology solutions. The company offers Platform id., which eliminates the complexity associated with producing and distributing business communications and financial information. It services focuses on the communications, compliance, annual meeting and proxy, and transfer agency. The company was founded by Brian R. Balbirnie in October 1988 and is headquartered in Raleigh, NC.
Company profile
Ticker
ISDR
Exchange
Website
CEO
Brian Balbirnie
Employees
Location
Fiscal year end
Sector
Industry (SIC)
R.R. Donnelley & Sons • Quad/Graphics • LSC Communications • Cimpress • Star Wealth • Fellazo • Kaskad • GSG • Gme Innotainment • Bowne & Co ...
Former names
DOCUCON INC, DOCUCON INCORPORATED
SEC CIK
Corporate docs
IRS number
261331503
ISDR stock data
()
News
Issuer Direct Q4 EPS $0.32 Up From $0.07 YoY, Sales $4.74M Beat $4.40M Estimate
4 Mar 21
Earnings Scheduled For March 4, 2021
4 Mar 21
Stocks Making New 52-Week Highs/Lows For Monday, Feb. 22, 2021 (Via Benzinga Pro's Signals Tool)
22 Feb 21
Stocks That Hit 52-Week Highs On Friday
19 Feb 21
Issuer Direct Evolution: The Power Of Reliable Content, Virtual Events, Communication And Storytelling
12 Feb 21
Press releases
Issuer Direct Corporation to Participate in the Virtual 33rd Annual ROTH Conference on March 15-17, 2021
9 Mar 21
CORRECTION: Issuer Direct Reports Fourth Quarter and Full Year 2020 Results
5 Mar 21
Issuer Direct Reports Fourth Quarter and Full Year 2020 Results
4 Mar 21
Issuer Direct Corp. to Host Earnings Call
4 Mar 21
Issuer Direct Corporation to Host Fourth Quarter and Full Year 2020 Earnings Conference Call March 4, 2021
25 Feb 21
Calendar
4 Mar 21
11 Apr 21
31 Dec 21
Financial summary
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Financial data from company earnings reports.
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
23 Mar 21 | Everett William H | Common stock | Sell | Dispose S | No | No | 23.02 | 2,660 | 61.23K | 29,786 |
22 Mar 21 | Everett William H | Common stock | Option exercise | Aquire M | No | No | 17.4 | 8,000 | 139.2K | 32,446 |
22 Mar 21 | Everett William H | Common Stock | Sell | Dispose S | No | No | 23.44 | 5,949 | 139.44K | 24,446 |
22 Mar 21 | Everett William H | Options to purchase common stock Common stock | Option exercise | Dispose M | No | No | 17.4 | 8,000 | 139.2K | 0 |
12 Nov 20 | Balbirnie Brian R | Common Stock | Sell | Dispose S | No | No | 23.5 | 7,500 | 176.25K | 612,329 |
12 Nov 20 | J. Patrick Galleher | Common stock | Option exercise | Aquire M | No | No | 17.4 | 8,000 | 139.2K | 41,761 |
12 Nov 20 | J. Patrick Galleher | Common stock | Option exercise | Aquire M | No | No | 13 | 8,000 | 104K | 33,761 |
12 Nov 20 | J. Patrick Galleher | Options to purchase common stock Common stock | Option exercise | Dispose M | No | No | 17.4 | 8,000 | 139.2K | 0 |
12 Nov 20 | J. Patrick Galleher | Options to purchase common stock Common stock | Option exercise | Dispose M | No | No | 13 | 8,000 | 104K | 0 |
11 Nov 20 | Steven Winfield Knerr | Common Stock | Option exercise | Aquire M | No | No | 7.76 | 5,000 | 38.8K | 19,000 |
Institutional ownership Q4 2020
Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.
29.0% owned by funds/institutions
13F holders |
Current |
---|---|
Total holders | 25 |
Opened positions | 8 |
Closed positions | 2 |
Increased positions | 8 |
Reduced positions | 7 |
13F shares |
Current |
---|---|
Total value | 19.17M |
Total shares | 1.09M |
Total puts | 0 |
Total calls | 0 |
Total put/call ratio | – |
Largest owners |
Shares | Value |
---|---|---|
Forager Capital Management | 261.92K | $4.59M |
Vanguard | 191.09K | $3.35M |
Renaissance Technologies | 106.34K | $1.86M |
Bard Associates | 93.47K | $1.64M |
Herald Investment Management | 90K | $1.58M |
FMR | 87.22K | $1.53M |
Punch & Associates Investment Management | 45.5K | $797K |
EAM Investors | 34.68K | $607K |
Geode Capital Management | 29.76K | $521K |
Ci Investments | 27.5K | $506K |
Financial report summary
?Risks
- Forward-Looking and Cautionary Statements
- Risks related to our business
- Legislative and regulatory changes can influence demand for our solutions and could adversely affect our business.
- The environment in which we compete is highly competitive, which creates adverse pricing pressures and may harm our business and operating results if we cannot compete effectively.
- Our revenue growth rate in the recent period relating to our Communications business may not be indicative of this business segment’s future performance.
- The success of our cloud-based software largely depends on our ability to provide reliable solutions to our customers. If a customer were to experience a product defect, a disruption in its ability to use our solutions or a security flaw, demand for our solutions could be diminished, we could be subject to substantial liability and our business could suffer.
- A substantial portion of our business is derived from our ACCESSWIRE brand, which is dependent on technology and key partners.
- Failure to manage our growth may adversely affect our business or operations.
- If we are unable to retain our key employees and attract and retain other qualified personnel, our business could suffer.
- We must adapt to rapid changes in technology and customer requirements to remain competitive.
- Our business could be harmed if we do not successfully manage the integration of any business that we have acquired or may acquire in the future. These risks include, among other things:
- We cannot accurately predict subscription renewal or upgrade rates and the impact these rates may have on our future revenue and operating results.
- We continue to transition our business from a services company to a cloud-based platform company, which makes it difficult to predict our future operating results.
- We are subject to general litigation and regulatory requirements that may materially adversely affect us.
- New and existing laws make determining our sales and use taxes and income tax rate complex and subject to uncertainty.
- We are subject to U.S. and foreign data privacy and protection laws and regulations as well as contractual privacy obligations, and our failure to comply could subject us to fines and damages and would harm our reputation and business.
- Our business may be affected by factors outside of our control.
- If potential customers take a long time to evaluate the use of our products, we could incur additional selling expenses and decrease our profitability.
- The seasonality of business makes it difficult to predict future results based on specific quarters.
- Risks Related to Our Common Stock; Liquidity Risks
- The price of our common stock may fluctuate significantly, which could lead to losses for stockholders.
- If securities or industry analysts issue an adverse opinion regarding our stock, our stock price and trading volume could decline.
- The market price of our common stock may be adversely affected by market conditions affecting the stock markets in general, including price and trading fluctuations on the NYSE American.
- We do not intend to pay dividends for the foreseeable future.
- Our Board of Directors has the ability without stockholder approval to issue shares of preferred stock with terms detrimental to the holders of our common stock.
- Future sales and issuances of our capital stock or rights to purchase capital stock could result in additional dilution of the percentage ownership of our stockholders and could cause our stock price to decline.
- We will continue to incur significantly increased costs and devote substantial management time as a result of operating as a public company.
- A failure to maintain adequate internal controls over our financial and management systems could cause errors in our financial reporting, which could cause a loss of investor confidence and result in a decline in the price of our common stock.
Content analysis
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H.S. freshman Avg
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New words:
attendance, audio, back, breed, challenging, collaboration, constituent, desired, Donnelley, driver, drove, Emergency, epidemic, extinguishment, greatly, guest, hardware, hotline, inspector, knowledge, lineup, main, mentioned, newsroom, outbreak, pandemic, reseller, resurgence, safety, sample, settlement, side, slate, slowly, spread, stay, Step, teleconferencing, temporarily, upload, vacated, viability, video, virtual, virtually, voluntarily, vulnerable, workforce
Removed:
afford, agile, agreed, amending, applying, assisting, Brexit, Canadian, category, channel, Cision, cloud, computing, condensed, Congressional, converting, discretionary, disrupt, Dodd, embraced, Employer, equal, Eric, existed, extension, FD, finance, formed, Frank, geographic, goal, governed, house, innovated, ir, issuance, Kingdom, leadership, leave, lessee, lesser, maximum, measurement, mistake, modified, Morrisville, NC, occurred, oriented, permitted, preceding, printed, provisional, purport, ratified, recording, region, repealing, reserve, retained, retrospective, role, SEDAR, source, sustain, taxonomy, timing, unaudited, warranty, White
Financial reports
10-K
2020 FY
Annual report
4 Mar 21
10-Q
2020 Q3
Quarterly report
29 Oct 20
10-Q
2020 Q2
Quarterly report
30 Jul 20
10-Q
2020 Q1
Quarterly report
30 Apr 20
10-K
2019 FY
Annual report
26 Feb 20
10-Q
2019 Q3
Quarterly report
31 Oct 19
10-Q
2019 Q2
Quarterly report
1 Aug 19
10-Q
2019 Q1
Quarterly report
2 May 19
10-K
2018 FY
Annual report
27 Feb 19
10-Q
2018 Q3
Quarterly report
1 Nov 18
Current reports
8-K/A
Results of Operations and Financial Condition
5 Mar 21
8-K
Issuer Direct Reports Fourth Quarter and Full Year 2020 Results
4 Mar 21
8-K
Other Events
24 Feb 21
8-K
Issuer Direct Reports Third Quarter 2020 Results
29 Oct 20
8-K
Results of Operations and Financial Condition
30 Jul 20
8-K
Submission of Matters to a Vote of Security Holders
18 Jun 20
8-K
Issuer Direct Reports First Quarter 2020 Results
30 Apr 20
8-K
Other Events
16 Mar 20
8-K
Issuer Direct Reports Fourth Quarter and Full Year 2019 Results
27 Feb 20
8-K
Issuer Direct Reports Third Quarter 2019 Results
31 Oct 19
Registration and prospectus
424B5
Prospectus supplement for primary offering
17 Aug 18
424B5
Prospectus supplement for primary offering
16 Aug 18
S-3
Shelf registration
2 Aug 18
424B3
Prospectus supplement
24 May 17
S-3
Shelf registration
9 May 17
S-8
Registration of securities for employees
23 Jun 16
8-A12B
Registration of securities on exchange
5 Mar 14
424B3
Prospectus supplement
5 Feb 14
S-1/A
IPO registration (amended)
28 Jan 14
S-1
IPO registration
2 Jan 14
Proxies
DEFA14A
Additional proxy soliciting materials
28 Apr 20
DEF 14A
Definitive proxy
28 Apr 20
DEFA14A
Additional proxy soliciting materials
23 Apr 19
DEF 14A
Definitive proxy
23 Apr 19
DEF 14A
Definitive proxy
19 Apr 18
DEFA14A
Additional proxy soliciting materials
19 Apr 18
DEFR14A
Revised proxy
21 Aug 17
DEFA14A
Additional proxy soliciting materials
7 Aug 17
DEF 14A
Definitive proxy
6 Aug 17
DEF 14C
Information statement
27 Feb 17
Other
EFFECT
Notice of effectiveness
14 Aug 18
CORRESP
Correspondence with SEC
9 Aug 18
UPLOAD
Letter from SEC
9 Aug 18
EFFECT
Notice of effectiveness
23 May 17
CORRESP
Correspondence with SEC
18 May 17
UPLOAD
Letter from SEC
16 May 17
UPLOAD
Letter from SEC
7 Sep 15
CORRESP
Correspondence with SEC
31 Aug 15
UPLOAD
Letter from SEC
30 Aug 15
CERTNYS
Certification of approval for NYSE listing
9 Mar 14
Ownership
4
ISSUER DIRECT / William H Everett ownership change
24 Mar 21
SC 13G
ISSUER DIRECT / Forager Capital Management ownership change
16 Feb 21
5
ISSUER DIRECT / William H Everett ownership change
10 Feb 21
SC 13G
ISSUER DIRECT / VANGUARD ownership change
10 Feb 21
SC 13G/A
ISSUER DIRECT / Polar Asset Management Partners ownership change
9 Feb 21
SC 13G/A
ISSUER DIRECT / Yorkmont Capital Partners ownership change
7 Jan 21
4
ISSUER DIRECT / BRIAN R BALBIRNIE ownership change
13 Nov 20
4
ISSUER DIRECT / J. Patrick Galleher ownership change
12 Nov 20
4
ISSUER DIRECT / Steven Winfield Knerr ownership change
12 Nov 20
4
ISSUER DIRECT / William H Everett ownership change
5 Nov 20
Transcripts
2020 Q3
Earnings call transcript
31 Oct 20
2020 Q2
Earnings call transcript
2 Aug 20
2019 Q4
Earnings call transcript
29 Feb 20
2019 Q2
Earnings call transcript
4 Aug 19
2019 Q1
Earnings call transcript
6 May 19
2018 Q4
Earnings call transcript
4 Mar 19
2017 Q3
Earnings call transcript
4 Nov 18
2017 Q4
Earnings call transcript
1 Mar 18
2017 Q3
Earnings call transcript
3 Nov 17
Reddit threads
Daily Discussion Thread - March 4th, 2021
4 Mar 21
Daily Discussion Thread - March 3rd, 2021
3 Mar 21
Daily Discussion Thread - March 2nd, 2021
2 Mar 21
Daily Discussion Thread - February 25th, 2021
25 Feb 21
Daily Discussion Thread - February 24th, 2021
24 Feb 21
Daily Discussion Thread - February 23rd, 2021
23 Feb 21
Daily Discussion Thread - October 29th, 2020
29 Oct 20
Daily Discussion Thread - October 28th, 2020
28 Oct 20