AMTXNasdaqIndustrial Organic ChemicalsFiscal year ends December 31
AEMETIS, INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$1.37−0.09 (-6.16%)
Close on Oct 19, 2026
- Market cap
- $97.11M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
24.5%
18M of 72M shares
Institutional holders
88
27 new, 17 sold out
Net institutional buying
5M
In Q2 2026
Insider trades, 12 months
0 buys · 1 sales
Net sold $20.50K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 3,970,397 | 5.60% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AMTX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,970,470 | 5.50% | $6.51M | +3,337,254 | 0.00% |
| Vanguard Capital Management LLC | 2,991,239 | 4.14% | $4.91M | +356,586 | 0.00% |
| Geode Capital Management, LLC | 1,720,035 | 2.38% | $2.82M | +989,419 | 0.00% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,064,317 | 1.47% | $1.75M | +14,300 | 0.00% |
| State Street Corp | 726,199 | 1.01% | $1.19M | +424,300 | 0.00% |
| D. E. Shaw & Co., Inc. | 623,028 | 0.86% | $1.02M | +77,599 | 0.00% |
| Northern Trust Corp | 507,989 | 0.70% | $833.10K | +372,755 | 0.00% |
| Vanguard Portfolio Management LLC | 442,363 | 0.61% | $725.48K | New | 0.00% |
| Vanguard Fiduciary Trust Co | 438,939 | 0.61% | $719.86K | +60,836 | 0.00% |
| Susquehanna International Group, Llp | 400,722 | 0.56% | $657.18K | +19,780 | 0.00% |
| Millennium Management LLC | 396,403 | 0.55% | $650.10K | −20,418 | 0.00% |
| Marshall Wace, Llp | 298,800 | 0.41% | $490.03K | −580,883 | 0.00% |
| Citadel Advisors LLC | 267,309 | 0.37% | $438.39K | −202,406 | 0.00% |
| Two Sigma Investments, LP | 267,204 | 0.37% | $438.22K | −113,044 | 0.00% |
| CIBC Bancorp USA Inc. | 253,879 | 0.35% | $416.36K | +3,579 | 0.00% |
| Goldman Sachs Group Inc | 199,701 | 0.28% | $327.51K | +2,152 | 0.00% |
| Hamilton Capital Partners, LLC | 195,313 | 0.27% | $320.31K | New | 0.09% |
| Charles Schwab Investment Management Inc | 195,288 | 0.27% | $320.27K | New | 0.00% |
| Bank of New York Mellon Corp | 172,306 | 0.24% | $282.58K | New | 0.00% |
| LPL Financial LLC | 142,033 | 0.20% | $232.93K | +6,129 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 88 | 18M | 24.5% | 27 / 26 | 19 / 17 | 8M | 3M |
| Q1 2026 | 78 | 13M | 17.7% | 24 / 26 | 15 / 13 | 6M | 1M |
| Q4 2025 | 70 | 11M | 15.0% | 15 / 17 | 25 / 15 | 3M | 2M |
| Q3 2025 | 74 | 10M | 14.4% | 12 / 17 | 30 / 9 | 2M | 2M |
| Q2 2025 | 71 | 10M | 13.8% | 24 / 13 | 23 / 28 | 3M | 4M |
| Q1 2025 | 75 | 11M | 15.9% | 11 / 20 | 27 / 11 | 1M | 2M |
| Q4 2024 | 76 | 12M | 17.1% | 13 / 35 | 13 / 8 | 2M | 1M |
| Q3 2024 | 71 | 11M | 15.7% | 10 / 20 | 23 / 9 | 4M | 1M |
| Q2 2024 | 74 | 11M | 15.3% | 20 / 26 | 14 / 17 | 4M | 4M |
| Q1 2024 | 71 | 11M | 14.8% | 17 / 14 | 22 / 18 | 1M | 1M |
| Q4 2023 | 72 | 11M | 15.2% | 14 / 21 | 18 / 14 | 2M | 2M |
| Q3 2023 | 72 | 11M | 14.6% | 18 / 19 | 17 / 19 | 2M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AMTX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,117,157 | 2.93% | $3.47M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,419,117 | 1.97% | $2.33M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 809,269 | 1.12% | $1.33M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 696,161 | 0.96% | $1.05M | 0.00% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 476,781 | 0.66% | $781.92K | 0.01% | Jun 30, 2026 |
| GMO Resources Fund | 454,920 | 0.63% | $1.16M | 0.09% | May 31, 2026 |
| iShares Russell 2000 Growth ETF | 377,823 | 0.52% | $619.63K | 0.00% | Jun 30, 2026 |
| iShares Micro-Cap ETF | 218,042 | 0.30% | $357.59K | 0.02% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 182,731 | 0.25% | $465.96K | 0.00% | May 31, 2026 |
| GMO Climate Change Fund | 166,973 | 0.23% | $425.78K | 0.06% | May 31, 2026 |
| Schwab Small-Cap Index Fund | 158,097 | 0.22% | $238.73K | 0.00% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 126,177 | 0.17% | $321.75K | 0.00% | May 31, 2026 |
| Master Small Cap Index Series | 121,180 | 0.17% | $198.74K | 0.00% | Jun 30, 2026 |
| Ultra-Small Company Market Fund | 115,500 | 0.16% | $189.42K | 0.13% | Jun 30, 2026 |
| GMO Resource Transition Fund | 106,319 | 0.15% | $271.11K | 0.14% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Eric A. McAfee | Chief Executive Officer, Director | 6,698,864 | 9.28% | Mar 23, 2026 |
| James Michael Rockett | EVP, General Counsel | 27,922 | 0.04% | Mar 23, 2026 |
| Andrew B. Foster | Executive Vice President | 0 | – | Mar 23, 2026 |
| Sanjeev Gupta | Executive Vice President | 64,158 | 0.09% | Mar 23, 2026 |
| Todd Waltz | Executive Vice President, CFO | 449,286 | 0.62% | Mar 23, 2026 |
| Timothy Alan Simon | Director | 42,632 | 0.06% | Jun 11, 2026 |
| John R. Block | Director | 56,330 | 0.08% | Mar 23, 2026 |
| Lydia I. Beebe | Director | 214,286 | 0.30% | Jan 28, 2026 |
| Francis P. Barton | Director | 226,518 | 0.31% | Jan 28, 2026 |
| Naomi Louise Boness | Director | 64,643 | 0.09% | Jan 28, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Timothy Alan Simon Director | Jun 10, 2026 | Sale | −10,000 | $2.05 | $20.50K | 42,632 |
| Eric A. McAfee Chief Executive Officer, Director | Mar 19, 2026 | Award | +300,000 | $2.64 | $792.00K | 3,917,316 |
| John R. Block Director | Mar 19, 2026 | Award | +10,000 | $2.64 | $26.40K | 56,330 |
| Naomi Louise Boness Director | Jan 22, 2026 | Award | +12,000 | $1.54 | $18.48K | 64,643 |
| Timothy Alan Simon Director | Jan 22, 2026 | Award | +12,000 | $1.54 | $18.48K | 52,632 |
| John R. Block Director | Jan 22, 2026 | Award | +12,000 | $1.54 | $18.48K | 46,330 |
| Francis P. Barton Director | Jan 22, 2026 | Award | +18,000 | $1.54 | $27.72K | 226,518 |
| Lydia I. Beebe Director | Jan 22, 2026 | Award | +14,500 | $1.54 | $22.33K | 214,286 |
| Francis P. Barton Director | Aug 14, 2025 | Sale | −12,152 | $2.53 | $30.74K | 221,518 |
| Francis P. Barton Director | Aug 14, 2025 | Sale | −5,000 | $2.53 | $12.65K | 216,518 |
| Francis P. Barton Director | Aug 14, 2025 | Sale | −8,000 | $2.53 | $20.24K | 208,518 |
| Francis P. Barton Director | Aug 14, 2025 | Sale | −1,300 | $2.53 | $3.29K | 233,670 |
| Timothy Alan Simon Director | Jun 9, 2025 | Returned to company | −10,371 | $1.98 | $20.53K | 50,261 |
| Timothy Alan Simon Director | Jun 9, 2025 | Returned to company | −4,629 | $1.98 | $9.17K | 40,632 |
| Timothy Alan Simon Director | Jun 9, 2025 | Returned to company | −5,000 | $1.98 | $9.90K | 45,261 |
| James Michael Rockett EVP, General Counsel | May 15, 2025 | Award | +27,922 | $1.63 | $45.51K | 27,922 |
| Todd Waltz Executive Vice President, CFO | Apr 7, 2025 | Option exercise | +36,762 | $0.70 | $25.73K | 449,286 |
| Todd Waltz Executive Vice President, CFO | Apr 7, 2025 | Option exercise | +7,535 | $0.86 | $6.48K | 456,821 |
| Todd Waltz Executive Vice President, CFO | Apr 7, 2025 | Option exercise | +5,000 | $1.71 | $8.55K | 222,940 |
| Todd Waltz Executive Vice President, CFO | Apr 7, 2025 | Option exercise | +62,500 | $0.60 | $37.50K | 312,524 |
| Todd Waltz Executive Vice President, CFO | Apr 7, 2025 | Option exercise | +70,000 | $0.70 | $49.00K | 412,524 |
| Todd Waltz Executive Vice President, CFO | Apr 7, 2025 | Option exercise | +50,000 | $0.70 | $35.00K | 217,940 |
| Todd Waltz Executive Vice President, CFO | Apr 7, 2025 | Option exercise | +27,084 | $0.92 | $24.92K | 250,024 |
| Todd Waltz Executive Vice President, CFO | Apr 7, 2025 | Option exercise | +30,000 | $0.67 | $20.10K | 342,524 |
| Timothy Alan Simon Director | Jan 16, 2025 | Award | +12,000 | – | – | 60,632 |
| Francis P. Barton Director | Jan 16, 2025 | Award | +18,000 | – | – | 234,970 |
| Eric A. McAfee Chief Executive Officer, Director | Jan 16, 2025 | Award | +300,000 | – | – | 3,617,136 |
| Naomi Louise Boness Director | Jan 16, 2025 | Award | +12,000 | – | – | 51,343 |
| Lydia I. Beebe Director | Jan 16, 2025 | Award | +14,500 | – | – | 199,966 |
| John R. Block Director | Jan 16, 2025 | Award | +12,000 | – | – | 38,470 |
| Francis P. Barton Director | Nov 21, 2024 | Award | +20,077 | – | – | 216,970 |
| Lydia I. Beebe Director | Nov 21, 2024 | Award | +15,128 | – | – | 185,466 |
| Timothy Alan Simon Director | Nov 21, 2024 | Award | +5,191 | – | – | 48,632 |
| Naomi Louise Boness Director | Nov 21, 2024 | Award | +11,902 | – | – | 39,343 |
| John R. Block Director | Nov 21, 2024 | Award | +12,469 | – | – | 26,470 |
| John R. Block Director | May 23, 2024 | Sale | −51,580 | $3.49 | $180.01K | 14,001 |
| Timothy Alan Simon Director | Jan 18, 2024 | Award | +11,000 | – | – | 43,441 |
| Francis P. Barton Director | Jan 18, 2024 | Award | +17,000 | – | – | 196,893 |
| Eric A. McAfee Chief Executive Officer, Director | Jan 18, 2024 | Award | +300,000 | – | – | 3,317,136 |
| Naomi Louise Boness Director | Jan 18, 2024 | Award | +11,000 | – | – | 27,441 |
| John R. Block Director | Jan 18, 2024 | Award | +11,000 | – | – | 65,581 |
| Lydia I. Beebe Director | Jan 18, 2024 | Award | +13,500 | – | – | 170,338 |
| Naomi Louise Boness Director | Sep 12, 2023 | Sale | −5,000 | $5.65 | $28.25K | 25,141 |
| Naomi Louise Boness Director | Sep 12, 2023 | Sale | −1,300 | $5.65 | $7.35K | 30,141 |
| Naomi Louise Boness Director | Sep 12, 2023 | Sale | −8,700 | $5.65 | $49.16K | 16,441 |
| John R. Block Director | Jun 16, 2023 | Sale | −19,205 | $6.30 | $120.99K | 27,169 |
| John R. Block Director | Jun 15, 2023 | Option exercise | +10,000 | $2.59 | $25.90K | 50,161 |
| John R. Block Director | Jun 15, 2023 | Tax withholding | −3,787 | $6.84 | $25.90K | 46,374 |
| John R. Block Director | Jun 15, 2023 | Tax withholding | −22,588 | $6.84 | $154.50K | 54,581 |
| John R. Block Director | Jun 15, 2023 | Option exercise | +50,000 | $3.09 | $154.50K | 77,169 |
| Eric A. McAfee Chief Executive Officer, Director, 10% owner | Jan 5, 2023 | Award | +180,000 | – | – | 3,017,136 |
| Lydia I. Beebe Director | Jan 5, 2023 | Award | +13,570 | – | – | 152,441 |
| John R. Block Director | Jan 5, 2023 | Award | +11,070 | – | – | 40,161 |
| Timothy Alan Simon Director | Jan 5, 2023 | Award | +11,070 | – | – | 32,441 |
| Naomi Louise Boness Director | Jan 5, 2023 | Award | +11,070 | – | – | 31,441 |
| Francis P. Barton Director | Jan 5, 2023 | Award | +17,070 | – | – | 163,522 |
| John R. Block Director | Aug 18, 2022 | Award | +5,000 | – | – | 29,091 |
| Lydia I. Beebe Director | Aug 18, 2022 | Award | +6,000 | – | – | 138,871 |
| Naomi Louise Boness Director | Aug 18, 2022 | Award | +5,000 | – | – | 20,371 |
| Timothy Alan Simon Director | Aug 18, 2022 | Award | +5,000 | – | – | 21,371 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Timothy Alan Simon Director | Jun 10, 2026 | 10,000 | $20.50K | Jun 10, 2026 | RSU Vesting |
| Francis P. Barton Director | Aug 14, 2025 | 26,452 | $66.92K | Aug 14, 2025 | RSU |
| Timothy Alan Simon Director | Jun 9, 2025 | 20,000 | $39.48K | Jun 9, 2025 | RSU |
| John R. Block Director | May 23, 2024 | 51,580 | $180.01K | May 23, 2024 | RSU |
| Naomi Louise Boness Director | Sep 12, 2023 | 15,000 | $84.69K | Sep 12, 2023 | RSU GRANT VEST |
| John R. Block Director | Jun 16, 2023 | 19,205 | $121.01K | Jun 16, 2023 | STOCK OPTION GRANT |