forian provides a unique suite of saas solutions, data management capabilities and proprietary data and analytics to optimize and measure operational, clinical and financial performance for customers within the traditional and emerging life sciences, healthcare payer and provider segments, as well as cannabis dispensaries, manufacturers, cultivators and regulators.
Company profile
Ticker
FORA
Exchange
Website
CEO
Zachary Venegas
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Helix Technologies, Inc. • Medical Outcomes Research • Helix Legacy, Inc. • Green Tree International, Inc. ...
IRS number
853467693
FORA stock data
Latest filings (excl ownership)
10-K
2023 FY
Annual report
29 Mar 24
8-K
Announces Fourth Quarter and Full Year 2023 Financial Results
28 Mar 24
8-K
Entry into a Material Definitive Agreement
22 Dec 23
10-Q
2023 Q3
Quarterly report
9 Nov 23
8-K
Announces Third Quarter 2023 Financial Results
9 Nov 23
8-K
Announces Stock Repurchase
3 Oct 23
10-Q
2023 Q2
Quarterly report
11 Aug 23
8-K
Announces Second Quarter 2023 Financial Results
10 Aug 23
8-K
Completion of Acquisition or Disposition of Assets
27 Jul 23
8-K
Submission of Matters to a Vote of Security Holders
15 Jun 23
Transcripts
FORA
Earnings call transcript
2023 Q4
28 Mar 24
FORA
Earnings call transcript
2023 Q3
9 Nov 23
FORA
Earnings call transcript
2023 Q2
10 Aug 23
FORA
Earnings call transcript
2023 Q1
12 May 23
FORA
Earnings call transcript
2022 Q4
27 Mar 23
FORA
Earnings call transcript
2022 Q3
14 Nov 22
FORA
Earnings call transcript
2022 Q2
12 Aug 22
FORA
Earnings call transcript
2022 Q1
12 May 22
FORA
Earnings call transcript
2021 Q4
25 Mar 22
FORA
Earnings call transcript
2021 Q3
11 Nov 21
Latest ownership filings
4
MARK J MD ADLER
28 Mar 24
4
IAN BANWELL
28 Mar 24
4
Kristiina MD Vuori
28 Mar 24
4
STANLEY S TROTMAN JR
28 Mar 24
4
Jennifer Hajj
28 Mar 24
4
Alyssa F Varadhan
28 Mar 24
4
Shahir Kassam-Adams
28 Mar 24
4
Edward Francis Spaniel Jr
7 Mar 24
4
MICHAEL VESEY
15 Feb 24
4
Edward Francis Spaniel Jr
15 Feb 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | |
---|---|---|---|---|
Revenue | ||||
Cost of revenue | ||||
Operating income | ||||
Operating margin | ||||
Net income | ||||
Net profit margin | ||||
Cash on hand | ||||
Change in cash | ||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 5.38 mm | 5.38 mm | 5.38 mm | 5.38 mm | 5.38 mm | 5.38 mm |
Cash burn (monthly) | (no burn) | (no burn) | (no burn) | 610.30 k | (no burn) | (no burn) |
Cash used (since last report) | n/a | n/a | n/a | 4.21 mm | n/a | n/a |
Cash remaining | n/a | n/a | n/a | 1.17 mm | n/a | n/a |
Runway (months of cash) | n/a | n/a | n/a | 1.9 | n/a | n/a |
Institutional ownership, Q2 2023
43.4% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 30 |
Opened positions | 3 |
Closed positions | 5 |
Increased positions | 6 |
Reduced positions | 4 |
13F shares | Current |
---|---|
Total value | 9.46 bn |
Total shares | 13.50 mm |
Total puts | 1.60 k |
Total calls | 0.00 |
Total put/call ratio | Infinity |
Largest owners | Shares | Value |
---|---|---|
Max Wygod Family Dynasty Trust | 3.65 mm | $0.00 |
Martin J Wygod | 2.42 mm | $27.24 mm |
Edward Francis Spaniel Jr | 1.83 mm | $0.00 |
Larry N Feinberg | 1.50 mm | $0.00 |
Oracle Investment Management | 1.36 mm | $3.34 bn |
Staley Capital Advisers | 1.10 mm | $2.70 bn |
Vanguard | 775.14 k | $1.90 bn |
Canton Hathaway | 236.80 k | $580.00 k |
Geode Capital Management | 167.51 k | $410.40 mm |
Grey Street Capital | 99.11 k | $242.81 mm |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
27 Mar 24 | Ian Banwell | Stock Option Common Stock | Grant | Acquire A | No | No | 3.2 | 15,000 | 48.00 k | 15,000 |
27 Mar 24 | Vuori Kristiina MD | Stock Option Common Stock | Grant | Acquire A | No | No | 3.2 | 15,000 | 48.00 k | 15,000 |
27 Mar 24 | Trotman Stanley S JR | Stock Option Common Stock | Grant | Acquire A | No | No | 3.2 | 15,000 | 48.00 k | 15,000 |
27 Mar 24 | Mark J MD Adler | Stock Option Common Stock | Grant | Acquire A | No | No | 3.2 | 15,000 | 48.00 k | 15,000 |
27 Mar 24 | Jennifer Hajj | Stock Option Common Stock | Grant | Acquire A | No | No | 3.2 | 15,000 | 48.00 k | 15,000 |