NXPLNasdaqTelephone Communications (No Radiotelephone)Fiscal year ends December 31
NextPlat Corp
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 14, 2026
$9.10−0.40 (-4.22%)
Close on Oct 19, 2026
- Market cap
- $24.64M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
4.8%
0M of 3M shares
Institutional holders
9
8 new, 0 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of NXPL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 58,067 | 2.14% | $391.95K | New | 0.01% |
| Geode Capital Management, LLC | 21,992 | 0.81% | $148.46K | New | 0.00% |
| Vanguard Capital Management LLC | 21,422 | 0.79% | $144.60K | New | 0.00% |
| Citadel Advisors LLC | 18,582 | 0.68% | $125.43K | New | 0.00% |
| Vanguard Fiduciary Trust Co | 9,056 | 0.33% | $61.13K | New | 0.00% |
| Tower Research Capital LLC (TRC) | 642 | 0.02% | $4.33K | New | 0.00% |
| Vanguard Global Advisers, LLC | 264 | 0.01% | $1.78K | New | 0.00% |
| SBI Securities Co., Ltd. | 5 | 0.00% | $34 | −45 | 0.00% |
| UBS Group AG | 1 | 0.00% | $7 | New | 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 | 9 | 0M | 4.8% | 8 / 0 | 1 / 0 | 0M | 0M |
| Q1 2026 | 1 | 0M | 0.0% | 1 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of NXPL | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Extended Market Index Fund | 18,839 | 0.69% | $131.12K | 0.00% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 16,971 | 0.63% | $114.55K | 0.00% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 4,451 | 0.16% | $30.04K | 0.00% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 4,118 | 0.15% | $28.66K | 0.00% | May 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 3,768 | 0.14% | $26.23K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 2,274 | 0.08% | $15.83K | 0.00% | May 31, 2026 |
| Dimensional US Core Equity 1 ETF | 210 | 0.01% | $1.27K | 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 |
|---|---|---|---|---|
| David Phipps | Chief Executive Officer, Director | 721,788 | 26.60% | Dec 9, 2025 |
| Robert Phillip Bedwell Jr. | Chief Compliance Officer | 45,031 | 1.66% | Dec 10, 2025 |
| Amanda Ferrio | Chief Financial Officer | 75,000 | 2.76% | Dec 9, 2025 |
| Douglas Ellenoff | Director | 238,683 | 8.80% | Jul 2, 2026 |
| Anthony Armas | Director | 114,259 | 4.21% | Jul 2, 2026 |
| Rodney Barreto | Director | 2,286,993 | 84.29% | Jul 2, 2026 |
| Hector Delgado | Director | 78,959 | 2.91% | Nov 12, 2025 |
| Lauren Sturges Fernandez | Director, 10% owner | 4,591,850 | 169.24% | Oct 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Anthony Armas Director | Jun 30, 2026 | Award | +943 | – | – | 114,259 |
| Douglas Ellenoff Director | Jun 30, 2026 | Award | +1,886 | – | – | 192,386 |
| Rodney Barreto Director | Jun 30, 2026 | Award | +1,886 | – | – | 471,795 |
| Rodney Barreto Director | Apr 6, 2026 | Award | +24,324 | – | – | 469,909 |
| Anthony Armas Director | Apr 6, 2026 | Award | +12,162 | – | – | 113,316 |
| Douglas Ellenoff Director | Apr 6, 2026 | Award | +24,324 | – | – | 190,500 |
| Douglas Ellenoff Director | Dec 31, 2025 | Award | +21,176 | – | – | 166,176 |
| Rodney Barreto Director | Dec 31, 2025 | Award | +21,176 | – | – | 445,585 |
| Anthony Armas Director | Dec 31, 2025 | Award | +10,588 | – | – | 101,154 |
| Robert Phillip Bedwell Jr. Chief Compliance Officer | Dec 5, 2025 | Award | +40,000 | – | – | 45,031 |
| Amanda Ferrio Chief Financial Officer | Dec 5, 2025 | Award | +75,000 | – | – | 75,000 |
| David Phipps Chief Executive Officer, Director | Dec 5, 2025 | Award | +100,000 | – | – | 721,788 |
| Hector Delgado Director | Oct 15, 2025 | Award | +30,000 | – | – | 54,599 |
| Douglas Ellenoff Director | Oct 15, 2025 | Award | +20,000 | – | – | 145,000 |
| Anthony Armas Director | Oct 15, 2025 | Award | +30,000 | – | – | 90,566 |
| David Phipps Chief Executive Officer, Director | Sep 26, 2025 | Award | +200,000 | – | – | 621,788 |
| Charles M. Fernandez Chairman & CEO, Director, 10% owner | Oct 1, 2024 | Award | +687,038 | – | – | 2,990,252 |
| Charles M. Fernandez Chairman & CEO, Director, 10% owner | Oct 1, 2024 | Award | +27,145 | – | – | 1,576,598 |
| Jervis Hough Director | Oct 1, 2024 | Award | +127,675 | – | – | 127,675 |
| Elizabeth Alcaine Director | Oct 1, 2024 | Award | +60,566 | – | – | 60,566 |
| Rodney Barreto Director | Oct 1, 2024 | Award | +44,038 | – | – | 424,409 |
| Rodney Barreto Director | Oct 1, 2024 | Award | +594,484 | – | – | 1,815,198 |
| Robert Phillip Bedwell Jr. Chief Compliance Officer | Oct 1, 2024 | Award | +31 | – | – | 5,031 |
| Cecile Munnik CFO | Oct 1, 2024 | Award | +7,433 | – | – | 12,433 |
| Anthony Armas Director | Oct 1, 2024 | Award | +60,566 | – | – | 60,566 |
| John Edward Miller Director | Apr 16, 2024 | Buy | +5,000 | $7150.00 | $35.75M | 28,000 |
| Charles M. Fernandez Chairman & CEO, Director, 10% owner | Apr 7, 2023 | Award | +25,000 | – | – | 3,677,667 |
| Cecile Munnik Chief Financial Officer | Apr 7, 2023 | Award | +5,000 | – | – | 5,000 |
| Robert Phillip Bedwell Jr. Chief Compliance Officer | Apr 7, 2023 | Award | +5,000 | – | – | 5,000 |
| Rodney Barreto Director | Apr 5, 2023 | Award | +125,000 | – | – | 1,591,085 |
| Charles M. Fernandez Chairman & CEO, Director, 10% owner | Apr 5, 2023 | Award | +325,000 | – | – | 3,452,667 |
| Charles M. Fernandez Chairman & CEO, Director, 10% owner | Apr 3, 2023 | Award | +325,000 | – | – | 3,677,667 |
| Charles M. Fernandez Chairman & CEO, Director, 10% owner | Feb 28, 2023 | Award | +39,000 | – | – | 3,677,667 |
| David Phipps President/CEO of Global Ops, Director | Dec 14, 2022 | Buy | +28,500 | $49875.00 | $1.42B | 421,788 |
| Charles M. Fernandez Chairman & CEO, Director, 10% owner | Dec 14, 2022 | Buy | +1,085,714 | $1899999.50 | $2.06T | 3,658,667 |
| Rodney Barreto Director | Dec 14, 2022 | Buy | +1,085,714 | $1899999.50 | $2.06T | 1,476,085 |
| Charles M. Fernandez Chairman & CEO, Director, 10% owner | Sep 20, 2022 | Award | +116,000 | – | – | 1,865,453 |
| Charles M. Fernandez Chairman & CEO, Director, 10% owner | Jul 22, 2022 | Award | +200,000 | $5.00 | $1.00M | 1,749,453 |
| John Edward Miller Director | Jan 28, 2022 | Buy | +3,000 | $9775.20 | $29.33M | 23,000 |
| Rodney Barreto Director | Jan 20, 2022 | Award | +20,000 | – | – | 390,371 |
| Louis Cusimano Director | Jan 5, 2022 | Buy | +15,433 | $3.24 | $50.00K | 35,433 |
| David Phipps President/ CEO of Global Ops, Director | Jan 5, 2022 | Buy | +46,297 | $3.24 | $150.00K | 393,288 |
| Charles M. Fernandez Chairman & CEO, Director, 10% owner | Jan 5, 2022 | Buy | +679,013 | $3.24 | $2.20M | 1,686,953 |
| Paul R. Thomson Exec VP and CFO | Jan 5, 2022 | Buy | +15,433 | $3.24 | $50.00K | 35,433 |
| Douglas Ellenoff Chief Business Development, Director | Jan 5, 2022 | Buy | +46,297 | $3.24 | $150.00K | 46,297 |
| John Edward Miller Director | Dec 16, 2021 | Award | +20,000 | – | – | 20,000 |
| Theresa Carlise Chief Accounting Officer | Dec 16, 2021 | Award | +15,000 | – | – | 27,437 |
| Paul R. Thomson Exec VP and CFO | Dec 16, 2021 | Award | +10,000 | – | – | 20,000 |
| Hector Delgado Director | Dec 16, 2021 | Award | +20,000 | – | – | 24,360 |
| David Phipps President/CEO Global Ops, Director | Dec 16, 2021 | Award | +275,000 | – | – | 346,991 |
| Kendall W. Carpenter Director | Dec 16, 2021 | Award | +20,000 | – | – | 20,000 |
| Louis Cusimano Director | Dec 16, 2021 | Award | +20,000 | – | – | 20,000 |
| Charles M. Fernandez Chairman & CEO, Director, 10% owner | Dec 16, 2021 | Award | +275,000 | – | – | 1,007,940 |
| Charles M. Fernandez Chairman & CEO, Director, 10% owner | Dec 16, 2021 | Award | +101,000 | – | – | 732,940 |
| Theresa Carlise Chief Accounting Officer | Sep 23, 2021 | Option exercise | +14,200 | $1.00 | $14.20K | 15,200 |
| Theresa Carlise Chief Accounting Officer | Sep 23, 2021 | Tax withholding | −2,763 | $5.14 | $14.20K | 12,437 |
| Theresa Carlise Chief Accounting Officer | Aug 21, 2020 | Award | +1,000 | – | – | 1,000 |
| David Phipps Chief Executive Officer, Director, 10% owner | Aug 21, 2020 | Option exercise | +400,000 | $0.20 | $80.00K | 439,952 |
| Theresa Carlise Chief Financial Officer | Aug 21, 2020 | Award | +5,000 | $0.20 | $1.00K | 61,800 |
| Theresa Carlise Chief Financial Officer | Aug 21, 2020 | Option exercise | +56,800 | $0.20 | $11.36K | 56,800 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.