SRTANasdaqServices-Health ServicesFiscal year ends December 31
Strata Critical Medical, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$4.54+0.00 (0.00%)
Close on Oct 19, 2026
- Market cap
- $391.41M
- P/E (TTM)
- 8.9
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
63.0%
56M of 88M shares
Institutional holders
139
32 new, 16 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
2 buys · 10 sales
Net sold $829.51K
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 |
|---|---|---|---|---|
| KSL Capital Partners V GP, LLC | 7,923,000 | 9.00% | 13G (passive) amendment | Jun 30, 2026 |
| Catherine D. Wood | 6,404,585 | 7.52% | 13G (passive) amendment | Sep 30, 2025 |
| Third Point LLC | 5,126,511 | 5.80% | 13D (active) | Oct 13, 2026 |
| BC Advisors LLC | 4,398,235 | 5.10% | 13G (passive) | Jun 11, 2026 |
| BlackRock, Inc. | 4,384,945 | 5.10% | 13G (passive) | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SRTA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Third Point LLC | 5,000,000 | 5.65% | $26.35M | – | 0.56% |
| Northern Right Capital Management, L.P. | 4,890,584 | 5.53% | $25.77M | +800,415 | 7.65% |
| BlackRock, Inc. | 4,835,516 | 5.47% | $25.48M | +267,248 | 0.00% |
| First Eagle Investment Management, LLC | 4,629,228 | 5.23% | $24.40M | +2,362,985 | 0.02% |
| Royce & Associates LP | 3,132,933 | 3.54% | $16.51M | +316,561 | 0.13% |
| Vanguard Capital Management LLC | 2,885,319 | 3.26% | $15.21M | +12,873 | 0.00% |
| AWM Investment Company, Inc. | 2,821,468 | 3.19% | $14.87M | – | 1.29% |
| ARK Investment Management LLC | 2,730,855 | 3.09% | $14.39M | −4,724,429 | 0.09% |
| Pillsbury Lake Capital LLC | 2,171,006 | 2.45% | $11.44M | −432,790 | 3.12% |
| Geode Capital Management, LLC | 1,755,383 | 1.98% | $9.25M | +55,673 | 0.00% |
| Dimensional Fund Advisors LP | 1,738,623 | 1.97% | $9.16M | +121,519 | 0.00% |
| State Street Corp | 1,524,390 | 1.72% | $8.03M | +178,315 | 0.00% |
| Uniplan Investment Counsel, Inc. | 1,429,514 | 1.62% | $7.53M | +129,197 | 0.71% |
| Bank of New York Mellon Corp | 1,141,035 | 1.29% | $6.01M | +62,010 | 0.00% |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,052,611 | 1.19% | $5.55M | −601,750 | 0.00% |
| Nikko Asset Management Americas, Inc. | 989,100 | 1.12% | $5.20M | −665,261 | 0.07% |
| Northern Trust Corp | 676,575 | 0.76% | $3.57M | +32,940 | 0.00% |
| Creek Drive Management Group LLC | 586,200 | 0.66% | $3.09M | −473,800 | 1.50% |
| Citigroup Inc | 526,859 | 0.60% | $2.78M | +430,224 | 0.00% |
| Vanguard Portfolio Management LLC | 526,143 | 0.59% | $2.77M | +42,723 | 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 | 139 | 56M | 63.0% | 32 / 51 | 38 / 16 | 8M | 9M |
| Q1 2026 | 125 | 56M | 63.1% | 20 / 48 | 36 / 17 | 9M | 2M |
| Q4 2025 | 125 | 52M | 58.8% | 17 / 40 | 37 / 27 | 9M | 4M |
| Q3 2025 | 137 | 48M | 53.7% | 29 / 39 | 43 / 18 | 10M | 7M |
| Q2 2025 | 126 | 44M | 50.3% | 29 / 45 | 31 / 20 | 5M | 3M |
| Q1 2025 | 118 | 43M | 48.2% | 17 / 37 | 43 / 19 | 4M | 4M |
| Q4 2024 | 122 | 43M | 49.0% | 21 / 41 | 34 / 17 | 6M | 5M |
| Q3 2024 | 120 | 42M | 47.4% | 19 / 42 | 30 / 15 | 9M | 3M |
| Q2 2024 | 117 | 40M | 44.9% | 21 / 41 | 33 / 18 | 4M | 3M |
| Q1 2024 | 114 | 39M | 44.1% | 22 / 30 | 41 / 10 | 5M | 3M |
| Q4 2023 | 102 | 37M | 41.8% | 14 / 39 | 21 / 15 | 6M | 3M |
| Q3 2023 | 105 | 34M | 38.9% | 19 / 32 | 24 / 6 | 4M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SRTA | Value | % of fund | As of |
|---|---|---|---|---|---|
| First Eagle Small Cap Opportunity Fund | 2,066,450 | 2.34% | $10.37M | 0.36% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 2,035,936 | 2.30% | $10.73M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,761,403 | 1.99% | $9.28M | 0.01% | Jun 30, 2026 |
| Royce Smaller-Companies Growth Fund | 1,184,181 | 1.34% | $6.24M | 2.62% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 775,331 | 0.88% | $4.09M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 750,042 | 0.85% | $3.77M | 0.01% | Jul 31, 2026 |
| Royce Small-Cap Opportunity Fund | 666,626 | 0.75% | $3.51M | 0.25% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 639,963 | 0.72% | $3.37M | 0.02% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 380,088 | 0.43% | $1.91M | 0.01% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 361,795 | 0.41% | $2.28M | 0.01% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 354,942 | 0.40% | $2.24M | 0.01% | May 31, 2026 |
| Small Cap Portfolio | 295,992 | 0.33% | $1.56M | 0.42% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 283,601 | 0.32% | $1.42M | 0.01% | Jul 31, 2026 |
| BNY Mellon Small Cap Value Fund | 248,743 | 0.28% | $1.31M | 0.43% | Jun 30, 2026 |
| Dimensional U.S. Core Equity 2 ETF | 238,268 | 0.27% | $1.20M | 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 |
|---|---|---|---|---|
| William A. Heyburn | Co-CEO and CFO, Director | 1,856,206 | 2.10% | Sep 25, 2026 |
| Melissa M. Tomkiel | Co-CEO and General Counsel, Director | 2,244,475 | 2.54% | Sep 25, 2026 |
| Scott M. Wunsch | CEO, Logistics | 1,046,030 | 1.18% | Sep 10, 2026 |
| Amir Cohen | Chief Accounting Officer | 177,154 | 0.20% | Sep 10, 2026 |
| Louis R. Verdetto | CEO, Clinical Services | 1,260,328 | 1.42% | Sep 10, 2026 |
| Reginald Love | Director | 146,481 | 0.17% | Aug 13, 2026 |
| Andrew Lauck | Director | 170,902 | 0.19% | Aug 3, 2026 |
| Robert S. Wiesenthal | Director | 5,325,896 | 6.02% | Aug 3, 2026 |
| William L. Cook III | Director | 97,671 | 0.11% | Aug 3, 2026 |
| Edward M. Philip | Director | 265,078 | 0.30% | Aug 3, 2026 |
| Susan M. Lyne | Director | 187,185 | 0.21% | Aug 5, 2025 |
| Eric Affeldt | Director | 581,214 | 0.66% | Aug 5, 2025 |
| Kenneth B. Lerer | Director | 196,859 | 0.22% | Aug 5, 2025 |
| John Borthwick | Director | 203,977 | 0.23% | Aug 5, 2025 |
| Velibor Krstic | 10% owner | – | – | May 8, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| William A. Heyburn Co-CEO and CFO, Director | Sep 24, 2026 | Award | +177,858 | – | – | 1,856,206 |
| William A. Heyburn Co-CEO and CFO, Director | Sep 24, 2026 | Tax withholding | −98,356 | $5.27 | $518.34K | 1,757,850 |
| Melissa M. Tomkiel Co-CEO and General Counsel, Director | Sep 24, 2026 | Award | +177,858 | – | – | 2,244,475 |
| Melissa M. Tomkiel Co-CEO and General Counsel, Director | Sep 24, 2026 | Tax withholding | −90,797 | $5.27 | $478.50K | 2,153,678 |
| William A. Heyburn Co-CEO and CFO, Director | Sep 8, 2026 | Tax withholding | −31,671 | $5.31 | $168.17K | 1,678,348 |
| Melissa M. Tomkiel Co-CEO and General Counsel, Director | Sep 8, 2026 | Tax withholding | −29,730 | $5.31 | $157.87K | 2,066,617 |
| Scott M. Wunsch CEO, Logistics | Sep 8, 2026 | Tax withholding | −5,711 | $5.31 | $30.33K | 663,043 |
| Louis R. Verdetto CEO, Clinical Services | Sep 8, 2026 | Tax withholding | −5,697 | $5.31 | $30.25K | 1,128,096 |
| Amir Cohen Chief Accounting Officer | Sep 8, 2026 | Tax withholding | −4,645 | $5.31 | $24.66K | 177,154 |
| Reginald Love Director | Aug 10, 2026 | Sale | −5,091 | $5.75 | $29.27K | 146,481 |
| Scott M. Wunsch CEO, Logistics | Jul 31, 2026 | Tax withholding | −13,992 | $5.09 | $71.22K | 668,754 |
| Amir Cohen Chief Accounting Officer | Jul 31, 2026 | Tax withholding | −34,015 | $5.09 | $173.14K | 181,799 |
| William A. Heyburn Co-CEO and CFO, Director | Jul 31, 2026 | Tax withholding | −199,209 | $5.09 | $1.01M | 1,710,019 |
| Melissa M. Tomkiel Co-CEO and General Counsel, Director | Jul 31, 2026 | Tax withholding | −212,309 | $5.09 | $1.08M | 2,096,347 |
| Scott M. Wunsch CEO, Logistics | Jul 30, 2026 | Award | +57,172 | – | – | 682,746 |
| Edward M. Philip Director | Jul 30, 2026 | Award | +30,913 | – | – | 265,078 |
| William L. Cook III Director | Jul 30, 2026 | Award | +44,438 | – | – | 97,671 |
| Amir Cohen Chief Accounting Officer | Jul 30, 2026 | Award | +27,420 | – | – | 215,814 |
| Amir Cohen Chief Accounting Officer | Jul 30, 2026 | Award | +41,786 | – | – | 188,394 |
| William A. Heyburn Co-CEO and CFO, Director | Jul 30, 2026 | Award | +181,071 | – | – | 1,730,068 |
| William A. Heyburn Co-CEO and CFO, Director | Jul 30, 2026 | Award | +179,160 | – | – | 1,909,228 |
| Robert S. Wiesenthal Director | Jul 30, 2026 | Award | +50,234 | – | – | 5,325,896 |
| Reginald Love Director | Jul 30, 2026 | Award | +37,675 | – | – | 151,572 |
| Andrew Lauck Director | Jul 30, 2026 | Award | +35,260 | – | – | 170,902 |
| Melissa M. Tomkiel Co-CEO and General Counsel, Director | Jul 30, 2026 | Award | +208,929 | – | – | 2,101,703 |
| Melissa M. Tomkiel Co-CEO and General Counsel, Director | Jul 30, 2026 | Award | +206,953 | – | – | 2,308,656 |
| Scott M. Wunsch CEO, Logistics | Jun 8, 2026 | Tax withholding | −5,550 | $5.87 | $32.58K | 625,574 |
| Amir Cohen Chief Accounting Officer | Jun 8, 2026 | Tax withholding | −4,655 | $5.87 | $27.32K | 146,608 |
| William A. Heyburn Co-CEO and CFO, Director | Jun 8, 2026 | Tax withholding | −31,671 | $5.87 | $185.91K | 1,548,997 |
| Melissa M. Tomkiel Co-CEO and General Counsel, Director | Jun 8, 2026 | Tax withholding | −29,730 | $5.87 | $174.52K | 1,892,774 |
| Melissa M. Tomkiel Co-CEO and General Counsel, Director | Jun 8, 2026 | Sale | −29,730 | $5.87 | $174.52K | 1,892,774 |
| Amir Cohen Chief Accounting Officer | Jun 8, 2026 | Sale | −4,655 | $5.87 | $27.32K | 146,608 |
| Scott M. Wunsch CEO, Logistics | Jun 8, 2026 | Sale | −5,550 | $5.87 | $32.58K | 625,574 |
| William A. Heyburn Co-CEO and CFO, Director | Jun 8, 2026 | Sale | −31,671 | $5.87 | $185.91K | 1,548,997 |
| Amir Cohen Chief Accounting Officer | May 22, 2026 | Sale(10b5-1 plan) | −40,575 | $5.91 | $239.80K | 151,263 |
| Amir Cohen Chief Accounting Officer | May 21, 2026 | Sale(10b5-1 plan) | −10,300 | $5.79 | $59.64K | 191,838 |
| Amir Cohen Chief Accounting Officer | May 11, 2026 | Sale(10b5-1 plan) | −14,306 | $5.79 | $82.83K | 202,138 |
| William A. Heyburn Co-CEO and CFO, Director | Apr 24, 2026 | Tax withholding | −301,731 | $4.92 | $1.48M | 1,580,668 |
| Amir Cohen Chief Accounting Officer | Apr 24, 2026 | Tax withholding | −40,960 | $4.92 | $201.52K | 216,444 |
| Melissa M. Tomkiel Co-CEO and General Counsel, Director | Apr 24, 2026 | Tax withholding | −321,750 | $4.92 | $1.58M | 1,922,504 |
| Scott M. Wunsch CEO, Logistics | Apr 24, 2026 | Tax withholding | −13,922 | $4.92 | $68.50K | 631,124 |
| William A. Heyburn Co-CEO and CFO, Director | Apr 23, 2026 | Award | +545,625 | – | – | 1,882,399 |
| Amir Cohen Chief Accounting Officer | Apr 23, 2026 | Award | +83,505 | – | – | 257,404 |
| Melissa M. Tomkiel Co-CEO and General Counsel, Director | Apr 23, 2026 | Award | +630,264 | – | – | 2,244,254 |
| Scott M. Wunsch CEO, Logistics | Apr 23, 2026 | Award | +57,172 | – | – | 645,046 |
| Scott M. Wunsch CEO, Trinity Air Medical | Mar 16, 2026 | Award | +18,067 | – | – | 587,874 |
| William A. Heyburn Co-CEO and CFO, Director | Mar 8, 2026 | Tax withholding | −31,314 | $4.54 | $142.17K | 1,336,774 |
| Scott M. Wunsch CEO, Trinity Air Medical | Mar 8, 2026 | Tax withholding | −3,631 | $4.54 | $16.48K | 569,807 |
| Amir Cohen Chief Accounting Officer | Mar 8, 2026 | Tax withholding | −2,433 | $4.54 | $11.05K | 179,384 |
| Melissa M. Tomkiel Co-CEO and General Counsel, Director | Mar 8, 2026 | Tax withholding | −29,372 | $4.54 | $133.35K | 1,613,990 |
| Amir Cohen Chief Accounting Officer | Feb 24, 2026 | Award | +64,191 | – | – | 181,817 |
| Scott M. Wunsch CEO, Trinity Air Medical | Feb 24, 2026 | Award | +51,353 | – | – | 573,438 |
| Melissa M. Tomkiel Co-CEO and General Counsel, Director | Jan 2, 2026 | Option exercise | +276,960 | $0.18 | $49.85K | 1,643,362 |
| William A. Heyburn Co-CEO and CFO, Director | Dec 10, 2025 | Tax withholding | −35,348 | $4.38 | $154.82K | 1,368,088 |
| Melissa M. Tomkiel Co-CEO and General Counsel, Director | Dec 10, 2025 | Tax withholding | −34,018 | $4.38 | $149.00K | 1,366,402 |
| Amir Cohen Chief Accounting Officer | Dec 10, 2025 | Tax withholding | −3,716 | $4.38 | $16.28K | 117,626 |
| Scott M. Wunsch CEO, Trinity Air Medical | Dec 10, 2025 | Tax withholding | −21,643 | $4.38 | $94.80K | 293,395 |
| William A. Heyburn Co-CEO and CFO, Director | Dec 9, 2025 | Buy | +17,000 | $4.47 | $75.99K | 1,403,436 |
| Andrew Lauck Director | Dec 5, 2025 | Buy | +5,000 | $4.37 | $21.85K | 135,642 |
| Louis R. Verdetto CEO Keystone Perfusion Service | Dec 2, 2025 | Award | +63,918 | – | – | 1,133,793 |
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 |
|---|---|---|---|---|---|
| Eric L. Affeldt Living Trust DTD 2/14/2005 The Former Boardmember | Oct 2, 2026 | 100,000 | $517.00K | Oct 2, 2026 | Merger/ Blade Air Mobility, Inc. |
| Cohen Amir Officer | May 11, 2026 | 65,181 | $363.06K | May 11, 2026 | Restricted Stock Units |
| Lamonte Love Reginald Director | Nov 20, 2025 | 11,000 | $48.07K | Nov 20, 2025 | Restricted Stock |
| Lamonte Love Reginald Director | Nov 19, 2025 | 11,000 | $47.43K | Nov 19, 2025 | Restricted Stock |
| Tomkiel Melissa Officer | Aug 4, 2025 | 47,995 | $181.42K | Aug 4, 2025 | Restricted Stock Units |
| A. Heyburn William Officer | Aug 4, 2025 | 46,918 | $177.35K | Aug 4, 2025 | Restricted Stock Units |
| Tomkiel Melissa Officer | Jun 9, 2025 | 100,000 | $380.00K | Jun 9, 2025 | RSA |
| A. Heyburn William Officer | Jun 9, 2025 | 100,000 | $380.00K | Jun 9, 2025 | Restricted Stock Award |
| John Borthwick Director | Dec 13, 2024 | 78,291 | $297.51K | Dec 13, 2024 | STOCK OPTION EXERCISE |
| Reginald Love Director | Dec 13, 2024 | 5,091 | $20.62K | Dec 13, 2024 | RESTRICTED STOCK |
| Amir Cohen Officer | Dec 3, 2024 | 5,150 | $24.46K | Dec 3, 2024 | RESTRICTED STOCK |
| Amir Cohen Officer | Dec 2, 2024 | 5,000 | $22.77K | Dec 2, 2024 | RESTRICTED STOCK |
| Tomkiel Melissa Officer | Nov 29, 2024 | 44,621 | $195.89K | Nov 29, 2024 | Restricted Stock Units |
| A. Heyburn William Officer | Nov 29, 2024 | 200,000 | $878.00K | Nov 29, 2024 | Restricted Stock Units |
| Tomkiel Melissa Officer | Nov 27, 2024 | 89,242 | $353.40K | Nov 27, 2024 | Previously Exercised Options |