Brian Balbirnie - Issuer Direct Co-Founder, CEO and Director
| ISDR Stock | USD 9.73 0.08 0.83% |
CEO
Mr. Brian R. Balbirnie is the President, Chief Executive Officer, Director of Issuer direct corporation. He is a member of the Board and our President and Chief Executive Officer. Mr. Balbirnie established Issuer Direct in 2006 with a vision of creating a technology driven backoffice compliance platform that would reduce costs as well as increase the efficiencies of the most complex tasks, today the company calls it Platform id. Mr. Balbirnie is responsible for the strategic leadership of the company and oversees daytoday operations. Under Mr. Balbirnies direction, the Company has grown to serve over 2, 000 public companies since 2006. Mr. Balbirnie is an entrepreneur with more than 20 years of experience in emerging industries. Prior to Issuer Direct, Mr. Balbirnie was the founder and managing partner of Catapult Company, a compliance and consulting practice focused on the Sarbanes Oxley Act since 2013.
| Age | 53 |
| Tenure | 11 years |
| Address | One Glenwood Avenue, Raleigh, NC, United States, 27603 |
| Phone | 919 481 4000 |
| Web | https://www.issuerdirect.com |
Latest Insider Transactions
Balbirnie also has served in C’ level capacities for various public and private companies. Prior to and with Catapult, Mr. Balbirnie also advised several companies on their public market strategies, Merger & Acquisitions as well as their financial reporting requirements.Brian Balbirnie Latest Insider Activity
Tracking and analyzing the buying and selling activities of Brian Balbirnie against Issuer Direct stock is an integral part of due diligence when investing in Issuer Direct. Brian Balbirnie insider activity provides valuable insight into whether Issuer Direct is net buyers or sellers over its current business cycle. Note, Issuer Direct insiders must abide by specific rules, including filing SEC forms every time they buy or sell Issuer Direct'sshares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.
Brian Balbirnie over three months ago Acquisition by Brian Balbirnie of 2750 shares of Issuer Direct at 15.48 subject to Rule 16b-3 |
Issuer Direct Management Efficiency
At this time, Issuer Direct's Return On Tangible Assets are relatively stable compared to the past year. As of 11/25/2024, Return On Assets is likely to grow to 0.01, while Return On Capital Employed is likely to drop 0.05. At this time, Issuer Direct's Fixed Asset Turnover is relatively stable compared to the past year. As of 11/25/2024, Return On Assets is likely to grow to 0.01, while Non Currrent Assets Other are likely to drop slightly above 83.3 K. Issuer Direct's management efficiency ratios could be used to measure how well Issuer Direct manages its routine affairs as well as how well it operates its assets and liabilities.Similar Executives
| Found 3 records | CEO Age | ||
| Peter Derycz | Research Solutions | 62 | |
| Roy Olivier | Research Solutions | 65 | |
| Nicolaas Vlok | Meridianlink | 51 | |
Management Performance
| Return On Equity | -0.0373 | ||||
| Return On Asset | 0.0059 |
Issuer Direct Corp Leadership Team
Elected by the shareholders, the Issuer Direct's board of directors comprises two types of representatives: Issuer Direct inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Issuer. The board's role is to monitor Issuer Direct's management team and ensure that shareholders' interests are well served. Issuer Direct's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Issuer Direct's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Jennifer Hammers, Executive Marketing | ||
| Fred Gautreau, Director Devel | ||
| Mark Lloyd, Chief Officer | ||
| Dee Brown, Director Resources | ||
| Brian Balbirnie, Co-Founder, CEO and Director | ||
| Steven Knerr, Interim Controller | ||
| Preston Burnett, Director Operations | ||
| Timothy Pitoniak, Chief Officer |
Issuer Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Issuer Direct a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | -0.0373 | ||||
| Return On Asset | 0.0059 | ||||
| Profit Margin | (0.05) % | ||||
| Operating Margin | 0.03 % | ||||
| Current Valuation | 50.24 M | ||||
| Shares Outstanding | 3.83 M | ||||
| Shares Owned By Insiders | 21.53 % | ||||
| Shares Owned By Institutions | 42.80 % | ||||
| Number Of Shares Shorted | 5.7 K | ||||
| Price To Earning | 49.11 X |
Pair Trading with Issuer Direct
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Issuer Direct position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Issuer Direct will appreciate offsetting losses from the drop in the long position's value.Moving against Issuer Stock
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| 0.44 | WK | Workiva | PairCorr |
The ability to find closely correlated positions to Issuer Direct could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Issuer Direct when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Issuer Direct - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Issuer Direct Corp to buy it.
The correlation of Issuer Direct is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Issuer Direct moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Issuer Direct Corp moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Issuer Direct can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Issuer Stock Analysis
When running Issuer Direct's price analysis, check to measure Issuer Direct's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Issuer Direct is operating at the current time. Most of Issuer Direct's value examination focuses on studying past and present price action to predict the probability of Issuer Direct's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Issuer Direct's price. Additionally, you may evaluate how the addition of Issuer Direct to your portfolios can decrease your overall portfolio volatility.