APTNYSEOrthopedic, Prosthetic & Surgical Appliances & SuppliesFiscal year ends December 31
ALPHA PRO TECH LTD
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$5.55+0.00 (0.00%)
Close on Oct 19, 2026
- Market cap
- $57.43M
- P/E (TTM)
- 13.5
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
29.9%
3M of 10M shares
Institutional holders
41
8 new, 3 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 17 sales
Net sold $569.53K
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 |
|---|---|---|---|---|
| Needham Investment Management L.L.C. | 642,500 | 6.20% | 13G (passive) amendment | Dec 31, 2025 |
| Vanguard Capital Management | 609,067 | 5.97% | 13G (passive) | Mar 31, 2026 |
| Renaissance Technologies Holdings Corporation | 588,567 | 5.05% | 13G (passive) | Jan 27, 2023 |
| Millar Donna | 1,284,603 | 11.70% | 13D (active) amendment | Dec 13, 2018 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of APT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Needham Investment Management LLC | 642,500 | 6.30% | $3.61M | – | 0.11% |
| Renaissance Technologies LLC | 561,572 | 5.50% | $3.16M | +17,500 | 0.00% |
| Vanguard Capital Management LLC | 512,476 | 5.02% | $2.88M | −41,198 | 0.00% |
| BlackRock, Inc. | 278,687 | 2.73% | $1.57M | +6,887 | 0.00% |
| Susquehanna International Group, Llp | 242,699 | 2.38% | $1.36M | +101,473 | 0.00% |
| Dimensional Fund Advisors LP | 137,103 | 1.34% | $770.52K | −232 | 0.00% |
| Acadian Asset Management LLC | 126,866 | 1.24% | $712 | −6,486 | 0.00% |
| Geode Capital Management, LLC | 96,853 | 0.95% | $545.00K | +28,467 | 0.00% |
| Bridgeway Capital Management, LLC | 64,525 | 0.63% | $362.63K | −14,000 | 0.01% |
| Arrowstreet Capital, Limited Partnership | 58,309 | 0.57% | $327.70K | – | 0.00% |
| Marshall Wace, Llp | 52,113 | 0.51% | $292.87K | New | 0.00% |
| Vanguard Fiduciary Trust Co | 51,788 | 0.51% | $291.05K | +356 | 0.00% |
| State Street Corp | 46,957 | 0.46% | $263.90K | – | 0.00% |
| Essex Investment Management Co LLC | 34,264 | 0.34% | $192.56K | −111 | 0.03% |
| Northern Trust Corp | 20,697 | 0.20% | $116.32K | +2,623 | 0.00% |
| XTX Topco Ltd | 17,217 | 0.17% | $96.76K | +2,500 | 0.00% |
| Simplex Trading, LLC | 16,772 | 0.16% | $94.26K | New | 0.00% |
| Price T Rowe Associates Inc /Md/ | 16,000 | 0.16% | $90 | – | 0.00% |
| Jane Street Group, LLC | 13,047 | 0.13% | $73.32K | −12,583 | 0.00% |
| Pinnacle Financial Partners, Inc. | 12,400 | 0.12% | $69.69K | −12,600 | 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 | 41 | 3M | 29.9% | 8 / 10 | 12 / 3 | 0M | 0M |
| Q1 2026 | 37 | 3M | 29.8% | 8 / 5 | 6 / 5 | 1M | 0M |
| Q4 2025 | 35 | 3M | 28.2% | 2 / 6 | 13 / 6 | 0M | 0M |
| Q3 2025 | 40 | 3M | 29.4% | 7 / 9 | 12 / 2 | 0M | 0M |
| Q2 2025 | 35 | 3M | 29.3% | 6 / 4 | 9 / 6 | 0M | 0M |
| Q1 2025 | 35 | 3M | 30.7% | 7 / 10 | 7 / 2 | 0M | 0M |
| Q4 2024 | 30 | 3M | 30.4% | 2 / 7 | 12 / 6 | 0M | 0M |
| Q3 2024 | 34 | 3M | 31.7% | 5 / 5 | 13 / 7 | 0M | 0M |
| Q2 2024 | 37 | 3M | 32.2% | 2 / 11 | 14 / 4 | 0M | 0M |
| Q1 2024 | 39 | 3M | 32.0% | 7 / 15 | 9 / 4 | 1M | 0M |
| Q4 2023 | 36 | 3M | 25.0% | 8 / 12 | 4 / 1 | 0M | 0M |
| Q3 2023 | 29 | 2M | 23.7% | 2 / 7 | 10 / 3 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of APT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Needham Aggressive Growth Fund | 642,500 | 6.30% | $3.61M | 0.14% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 405,443 | 3.97% | $2.28M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 102,260 | 1.00% | $574.70K | 0.00% | Jun 30, 2026 |
| Omni Small-Cap Value Fund | 39,124 | 0.38% | $219.88K | 0.02% | Jun 30, 2026 |
| iShares Micro-Cap ETF | 29,567 | 0.29% | $166.17K | 0.01% | Jun 30, 2026 |
| U.S. Core Equity 2 Portfolio | 28,782 | 0.28% | $141.90K | 0.00% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 22,068 | 0.22% | $108.80K | 0.00% | Jul 31, 2026 |
| Ultra-Small Company Market Fund | 21,901 | 0.21% | $123.08K | 0.08% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 21,849 | 0.21% | $107.72K | 0.00% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 17,947 | 0.18% | $104.45K | 0.00% | May 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 17,267 | 0.17% | $85.13K | 0.00% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 16,713 | 0.16% | $97.27K | 0.00% | May 31, 2026 |
| T. Rowe Price Extended Equity Market Index Fund | 16,000 | 0.16% | $89.92K | 0.01% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 15,615 | 0.15% | $90.88K | 0.00% | May 31, 2026 |
| U.S. Core Equity 1 Portfolio | 8,900 | 0.09% | $43.88K | 0.00% | Jul 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 |
|---|---|---|---|---|
| Lloyd Hoffman | CEO AND PRESIDENT, Director | 228,750 | 2.24% | Sep 30, 2026 |
| Colleen J. McDonald | CFO | 66,774 | 0.65% | Sep 30, 2026 |
| Donna Millar | Director, 10% owner | 1,284,603 | 12.59% | Sep 30, 2026 |
| Charles D. Montgomery | Director | 75,281 | 0.74% | Sep 30, 2026 |
| David R. Garcia | Director | 25,964 | 0.25% | May 19, 2026 |
| John Ritota | Director | 53,355 | 0.52% | Mar 18, 2026 |
| James Buchan | Director | 5,615 | 0.06% | Dec 8, 2025 |
| Benjamin A. Shaw | Director | 10,355 | 0.10% | Sep 30, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Lloyd Hoffman CEO AND PRESIDENT, Director | Sep 28, 2026 | Tax withholding | −26,765 | $5.04 | $134.90K | 228,750 |
| Lloyd Hoffman CEO AND PRESIDENT, Director | Sep 28, 2026 | Award | +45,000 | $5.04 | $226.80K | 273,750 |
| Donna Millar Director, 10% owner | Sep 28, 2026 | Sale | −6,971 | $5.04 | $35.13K | 1,284,603 |
| Donna Millar Director, 10% owner | Sep 28, 2026 | Award | +15,000 | $5.04 | $75.60K | 1,299,603 |
| Donna Millar Director, 10% owner | Sep 28, 2026 | Tax withholding | −8,029 | $5.04 | $40.47K | 1,291,574 |
| Colleen J. McDonald CFO | Sep 28, 2026 | Award | +27,000 | $5.04 | $136.08K | 66,774 |
| Colleen J. McDonald CFO | Sep 28, 2026 | Tax withholding | −16,059 | $5.04 | $80.94K | 39,774 |
| Charles D. Montgomery Director | Sep 28, 2026 | Sale | −21,943 | $5.04 | $110.59K | 25,281 |
| Charles D. Montgomery Director | Sep 28, 2026 | Award | +33,000 | $5.04 | $166.32K | 58,281 |
| Charles D. Montgomery Director | Sep 28, 2026 | Tax withholding | −13,057 | $5.04 | $65.81K | 47,224 |
| David R. Garcia Director | May 15, 2026 | Option exercise | +4,900 | $4.23 | $20.73K | 25,964 |
| David R. Garcia Director | May 15, 2026 | Sale | −6,186 | $5.56 | $34.39K | 19,768 |
| David R. Garcia Director | May 15, 2026 | Option exercise | +4,900 | $3.99 | $19.55K | 24,668 |
| David R. Garcia Director | May 14, 2026 | Sale | −4,900 | $5.88 | $28.81K | 19,768 |
| Charles D. Montgomery Director | May 12, 2026 | Sale | −5,000 | $6.28 | $31.40K | 75,281 |
| Charles D. Montgomery Director | May 12, 2026 | Sale | −5,000 | $6.33 | $31.65K | 65,281 |
| Charles D. Montgomery Director | May 12, 2026 | Sale | −5,000 | $6.35 | $31.75K | 70,281 |
| Charles D. Montgomery Director | May 12, 2026 | Sale | −5,000 | $6.04 | $30.20K | 60,281 |
| Charles D. Montgomery Director | May 12, 2026 | Sale | −5,000 | $6.28 | $31.40K | 40,281 |
| Charles D. Montgomery Director | May 12, 2026 | Sale | −5,000 | $6.35 | $31.75K | 35,281 |
| Charles D. Montgomery Director | May 12, 2026 | Sale | −5,000 | $6.33 | $31.65K | 30,281 |
| Charles D. Montgomery Director | May 12, 2026 | Sale | −5,000 | $6.04 | $30.20K | 25,281 |
| Charles D. Montgomery Director | May 11, 2026 | Sale | −3,886 | $7.03 | $27.32K | 80,281 |
| Charles D. Montgomery Director | May 11, 2026 | Sale | −3,886 | $7.03 | $27.32K | 45,281 |
| John Ritota Director | Mar 17, 2026 | Sale | −2,260 | $4.94 | $11.16K | 41,355 |
| John Ritota Director | Mar 16, 2026 | Sale | −4,740 | $4.84 | $22.94K | 43,615 |
| Lloyd Hoffman CEO AND PRESIDENT, Director | Jan 5, 2026 | Award | +12,425 | – | – | 255,515 |
| James Buchan Director | Dec 5, 2025 | Sale | −4,740 | $4.61 | $21.85K | 5,615 |
| John Ritota Director | Sep 29, 2025 | Award | +5,615 | – | – | 48,355 |
| John Ritota Director | Sep 29, 2025 | Award | +5,615 | – | – | 48,355 |
| Benjamin A. Shaw Director | Sep 29, 2025 | Award | +4,740 | – | – | 10,355 |
| James Buchan Director | Sep 29, 2025 | Award | +5,615 | – | – | 10,355 |
| Benjamin A. Shaw Director | Sep 29, 2025 | Award | +5,615 | – | – | 10,355 |
| David R. Garcia Director | Sep 29, 2025 | Award | +5,615 | – | – | 19,768 |
| James Buchan Director | Sep 9, 2025 | Sale | −3,013 | $4.81 | $14.49K | 11,140 |
| James Buchan Director | Sep 9, 2025 | Sale | −6,400 | $4.88 | $31.23K | 4,740 |
| John Ritota Director | Mar 18, 2025 | Sale | −9,413 | $5.15 | $48.48K | 49,790 |
| Lloyd Hoffman CEO AND PRESIDENT, Director | Jan 7, 2025 | Award | +9,870 | – | – | 243,090 |
| Benjamin A. Shaw Director | Sep 30, 2024 | Award | +4,740 | – | – | 4,740 |
| John Ritota Director | Sep 30, 2024 | Award | +4,740 | – | – | 59,203 |
| David R. Garcia Director | Sep 30, 2024 | Award | +4,740 | – | – | 14,153 |
| James Buchan Director | Sep 30, 2024 | Award | +4,740 | – | – | 14,153 |
| Benjamin A. Shaw Director | Sep 30, 2024 | Award | +4,740 | – | – | 14,153 |
| David R. Garcia Director | Sep 16, 2024 | Sale | −5,000 | $5.48 | $27.40K | 9,413 |
| David R. Garcia Director | Sep 16, 2024 | Option exercise | +5,000 | $3.42 | $17.10K | 14,413 |
| Colleen J. McDonald CFO | Mar 21, 2024 | Sale | −10,000 | $6.11 | $61.10K | 65,833 |
| Colleen J. McDonald CFO | Mar 21, 2024 | Sale | −10,000 | $6.20 | $62.00K | 55,833 |
| John Ritota Director | Mar 21, 2024 | Sale | −819 | $5.94 | $4.86K | 54,463 |
| John Ritota Director | Mar 21, 2024 | Option exercise | +15,000 | $3.42 | $51.30K | 61,463 |
| John Ritota Director | Mar 20, 2024 | Sale | −6,181 | $5.97 | $36.90K | 55,282 |
| Lloyd Hoffman CEO AND PRESIDENT, Director | Mar 18, 2024 | Option exercise | +100,000 | $3.62 | $362.00K | 233,220 |
| Donna Millar Director, 10% owner | Mar 18, 2024 | Option exercise | +15,000 | $3.62 | $54.30K | 1,299,603 |
| Colleen J. McDonald CFO | Mar 18, 2024 | Option exercise | +30,000 | $3.62 | $108.60K | 75,833 |
| Lloyd Hoffman CEO AND PRESIDENT, Director | Mar 18, 2024 | Option exercise | +100,000 | $3.62 | $362.00K | 222,505 |
| James Buchan Director | Mar 15, 2024 | Sale | −1,000 | $5.78 | $5.78K | 9,413 |
| James Buchan Director | Mar 15, 2024 | Sale | −14,000 | $5.82 | $81.48K | 10,413 |
| James Buchan Director | Mar 15, 2024 | Option exercise | +15,000 | $3.42 | $51.30K | 24,413 |
| James Buchan Director | Mar 15, 2024 | Option exercise | +15,000 | $3.42 | $51.30K | 21,013 |
| James Buchan Director | Mar 15, 2024 | Sale | −14,000 | $5.82 | $81.48K | 7,013 |
| James Buchan Director | Mar 15, 2024 | Sale | −1,000 | $5.78 | $5.78K | 6,013 |
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 |
|---|---|---|---|---|---|
| David R. Garcia Director | May 14, 2026 | 11,086 | $64.74K | May 14, 2026 | Stock Option Exercise |
| P. Ritota Dds John Director | Mar 17, 2026 | 4,740 | $22.94K | Mar 17, 2026 | Restricted stock vesting under a registered plan |
| P. Ritota Dds John Director | Mar 16, 2026 | 2,260 | $11.16K | Mar 16, 2026 | Restricted stock vesting under a registered plan |
| W. Buchan James Director | Dec 8, 2025 | 4,740 | $21.85K | Dec 12, 2025 | RSU vest |
| W. Buchan James Director | Dec 8, 2025 | 4,740 | $21.85K | Dec 12, 2025 | RSU vest |
| W. Buchan James Director | Sep 11, 2025 | 9,413 | $80.00K | Sep 9, 2025 | RSU vest |
| P. Ritota John Director | Mar 18, 2025 | 9,413 | $48.46K | Mar 18, 2025 | Restricted stock vesting under a registered plan |
| David R. Garcia Director | Sep 16, 2024 | 5,000 | $27.75K | Sep 16, 2024 | Stock Option Exercise / Sell |
| McDonald Colleen Officer | Mar 21, 2024 | 20,000 | $123.12K | Mar 21, 2024 | exercise of options under a registered plan |
| P. Ritota John Director | Mar 21, 2024 | 819 | $4.86K | Mar 21, 2024 | Exercise of options under a registered plan |
| P. Ritota John Director | Mar 20, 2024 | 6,181 | $36.91K | Mar 20, 2024 | Exercise of options under a registered plan |
| W. Buchan James Director | Mar 14, 2024 | 15,000 | $90.00K | Mar 15, 2024 | options exercised |
| W. Buchan James Director | Sep 7, 2023 | 10,000 | $45.80K | Sep 11, 2023 | options exercised |