TRANSACT TECHNOLOGIES INC
TACT · Computer Peripheral Equipment, NEC · 10.3M shares · +6%/yr ↑ dilution · EDGAR filings ↗
Net buyback after stock comp: $2M (gross $3M, SBC $1M)
Reference price $3.49 · est. market cap ~$36M — last insider purchase, 2026-03-16 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
D52Small printing/terminal maker that swung to a loss; reported growth is a normalization artifact.
Strengths
- Positive FCF, strong liquidity — FCF $7.6M, current ratio 2.97 (100th)
Risks
- Operating/net losses — operating margin -2.7%, net margin -2.4%
- Reported revenue +290.7% is an artifact, not organic — per 10-K
- Small scale and customer concentration — per 10-K
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Net lossNet loss (net margin -2.4%)
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Insider buyingInsider buying — 2 open-market buy(s) by 1 insider(s) (~$351,037, last 6mo) Form 4 ↗
- Notable holderHeld by 4 notable fund(s): RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC, STATE STREET CORP +1 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
48.6%
Operating margin
-2.7%
Net margin
-2.4%
Return on equity
-4.0%
Return on assets
-2.8%
Revenue growth (QoQ)
25.9%
Current ratio
3.0×
Free cash flow
$8M
EBITDA
-$743K
Tangible book value
$27M
Cash & investments
$20M
Stock comp / revenue
3.5%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-04 | DEMARTINO STEVEN A | Tax withheld | 4.3K | $4.66 |
| 2026-06-04 | DEMARTINO STEVEN A | Option exercise | 12K | — |
| 2026-05-04 | Dunning Audrey | Option exercise | 1.7K | — |
| 2026-05-04 | 325 CAPITAL LLC | Option exercise | 1.7K | — |
| 2026-05-01 | Richtsmeier Brent | Option exercise | 6.3K | — |
| 2026-05-01 | DEMARTINO STEVEN A | Option exercise | 10K | — |
| 2026-05-01 | DEMARTINO STEVEN A | Tax withheld | 3.5K | $3.32 |
| 2026-03-16 | DILLON JOHN | Buy | 71K | $3.49 |
| 2026-03-13 | DILLON JOHN | Buy | 29K | $3.56 |
| 2026-03-04 | DEMARTINO STEVEN A | Tax withheld | 4.2K | $3.48 |
| 2026-03-04 | DEMARTINO STEVEN A | Option exercise | 12K | — |
| 2026-03-02 | DEMARTINO STEVEN A | Tax withheld | 525 | $3.50 |
| 2026-03-02 | HILARIO EMANUEL N | Option exercise | 1.2K | — |
| 2026-03-02 | DEMARTINO STEVEN A | Option exercise | 1.6K | — |
| 2026-03-02 | Richtsmeier Brent | Option exercise | 975 | — |
| 2026-03-02 | DILLON JOHN | Option exercise | 1.2K | — |
| 2026-03-02 | Friedman Randall S | Option exercise | 1.2K | — |
| 2026-03-02 | Olinger Haydee | Option exercise | 1.2K | — |
| 2026-03-01 | Friedman Randall S | Option exercise | 1.6K | — |
| 2026-03-01 | DEMARTINO STEVEN A | Tax withheld | 2.6K | $3.46 |
| 2026-03-01 | Richtsmeier Brent | Option exercise | 1.2K | — |
| 2026-03-01 | DEMARTINO STEVEN A | Option exercise | 7.6K | — |
| 2026-03-01 | DILLON JOHN | Option exercise | 1.6K | — |
| 2026-03-01 | 325 CAPITAL LLC | Option exercise | 1.6K | — |
| 2026-03-01 | Olinger Haydee | Option exercise | 1.6K | — |
| 2026-03-01 | DEMARTINO STEVEN A | Tax withheld | 670 | $3.46 |
| 2026-03-01 | Dunning Audrey | Option exercise | 1.6K | — |
| 2026-03-01 | HILARIO EMANUEL N | Option exercise | 1.6K | — |
| 2026-03-01 | DEMARTINO STEVEN A | Option exercise | 2.0K | — |
| 2026-03-01 | Richtsmeier Brent | Option exercise | 4.8K | — |
| 2026-02-28 | DILLON JOHN | Option exercise | 5.8K | — |
| 2026-02-28 | 325 CAPITAL LLC | Option exercise | 1.7K | — |
| 2026-02-28 | Olinger Haydee | Option exercise | 1.7K | — |
| 2026-02-28 | HILARIO EMANUEL N | Option exercise | 1.7K | — |
| 2026-02-28 | Friedman Randall S | Option exercise | 1.7K | — |
| 2026-02-28 | Dunning Audrey | Option exercise | 1.7K | — |
| 2026-02-28 | Richtsmeier Brent | Option exercise | 1.3K | — |
| 2026-02-28 | DEMARTINO STEVEN A | Option exercise | 2.1K | — |
| 2026-02-28 | DEMARTINO STEVEN A | Tax withheld | 704 | $3.46 |
| 2026-02-27 | Dunning Audrey | Option exercise | 2.9K | — |
| 2026-02-27 | Friedman Randall S | Option exercise | 2.9K | — |
| 2026-02-27 | HILARIO EMANUEL N | Option exercise | 2.9K | — |
| 2026-02-27 | Olinger Haydee | Option exercise | 2.9K | — |
| 2026-02-27 | 325 CAPITAL LLC | Option exercise | 2.9K | — |
| 2026-02-24 | DILLON JOHN | Option exercise | 59K | — |
| 2026-02-24 | DEMARTINO STEVEN A | Option exercise | 21K | — |
| 2026-02-24 | DEMARTINO STEVEN A | Tax withheld | 7.1K | $3.49 |
| 2026-02-24 | Richstmeier Brent | Option exercise | 13K | — |
| 2026-02-24 | Richstmeier Brent | Tax withheld | 3.9K | $3.49 |
| 2025-12-04 | DEMARTINO STEVEN A | Option exercise | 8.2K | — |
| 2025-11-17 | DEMARTINO STEVEN A | Sell | 1.0K | $4.30 |
| 2025-09-04 | DEMARTINO STEVEN A | Option exercise | 8.2K | — |
| 2025-08-03 | DILLON JOHN | Option exercise | 12K | — |
| 2025-06-04 | DEMARTINO STEVEN A | Option exercise | 8.2K | — |
| 2025-05-04 | 325 CAPITAL LLC | Option exercise | 1.7K | — |
| 2025-05-04 | Dunning Audrey | Option exercise | 1.7K | — |
| 2025-03-04 | Hilario Emanuel P.N. | Option exercise | 1.1K | — |
| 2025-03-04 | Olinger Haydee | Option exercise | 1.1K | — |
| 2025-03-04 | Friedman Randall S | Option exercise | 1.1K | — |
| 2025-03-04 | DILLON JOHN | Option exercise | 843 | — |
| 2025-03-04 | DEMARTINO STEVEN A | Option exercise | 1.1K | — |
| 2025-03-04 | DEMARTINO STEVEN A | Option exercise | 6.9K | — |
| 2025-03-02 | Richstmeier Brent | Option exercise | 868 | — |
| 2025-03-02 | DEMARTINO STEVEN A | Option exercise | 1.6K | — |
| 2025-03-02 | DILLON JOHN | Option exercise | 941 | — |
| 2025-03-02 | Friedman Randall S | Option exercise | 1.2K | — |
| 2025-03-02 | Olinger Haydee | Option exercise | 1.2K | — |
| 2025-03-02 | Hilario Emanuel P.N. | Option exercise | 1.2K | — |
| 2025-03-01 | DEMARTINO STEVEN A | Option exercise | 7.6K | — |
| 2025-03-01 | Olinger Haydee | Option exercise | 1.6K | — |
| 2025-03-01 | DILLON JOHN | Option exercise | 1.1K | — |
| 2025-03-01 | 325 CAPITAL LLC | Option exercise | 1.6K | — |
| 2025-03-01 | Hilario Emanuel P.N. | Option exercise | 1.6K | — |
| 2025-03-01 | Richstmeier Brent | Option exercise | 1.1K | — |
| 2025-03-01 | Richstmeier Brent | Option exercise | 3.5K | — |
| 2025-03-01 | DEMARTINO STEVEN A | Option exercise | 2.0K | — |
| 2025-03-01 | Friedman Randall S | Option exercise | 1.6K | — |
| 2025-03-01 | Dunning Audrey | Option exercise | 1.6K | — |
| 2025-02-28 | 325 CAPITAL LLC | Option exercise | 1.7K | — |
| 2025-02-28 | Hilario Emanuel P.N. | Option exercise | 1.7K | — |
| 2025-02-28 | DILLON JOHN | Option exercise | 3.4K | — |
| 2025-02-28 | Friedman Randall S | Option exercise | 1.7K | — |
| 2025-02-28 | Olinger Haydee | Option exercise | 1.7K | — |
| 2025-02-28 | Dunning Audrey | Option exercise | 1.7K | — |
| 2025-02-28 | Richstmeier Brent | Option exercise | 1.1K | — |
| 2025-02-28 | DEMARTINO STEVEN A | Option exercise | 2.1K | — |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (0)
Suppliers (1)
Named in the 10-K; linked when we track them.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-27 | Shareholder vote | filing ↗ |
| 2026-05-12 | ResultsExec/director changeOtherExhibits | filing ↗ |
| 2026-04-03 | Material agreementExhibits | filing ↗ |
| 2026-03-10 | ResultsExhibits | filing ↗ |
| 2026-03-03 | 5.03Exhibits | filing ↗ |
| 2026-02-13 | Material agreementDebt obligationExhibits | filing ↗ |
| 2026-01-05 | 1.02Exhibits | filing ↗ |
| 2025-11-10 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-27 | 2026-05-26 | 0001214659-26-006795 ↗ |
| 10-Q | 2026-05-13 | 2026-03-31 | 0001140361-26-021058 ↗ |
| 8-K | 2026-05-12 | 2026-05-07 | 0001214659-26-006001 ↗ |
| 8-K | 2026-04-03 | 2026-03-31 | 0001214659-26-004335 ↗ |
| 10-K | 2026-03-12 | 2025-12-31 | 0001140361-26-009238 ↗ |
| 8-K | 2026-03-10 | 2026-03-10 | 0001214659-26-003070 ↗ |
| 8-K | 2026-03-03 | 2026-02-25 | 0001214659-26-002736 ↗ |
| 8-K | 2026-02-13 | 2026-02-09 | 0001214659-26-001731 ↗ |
| 8-K | 2026-01-05 | 2025-12-30 | 0001214659-26-000105 ↗ |
| 10-Q | 2025-11-13 | 2025-09-30 | 0001140361-25-041994 ↗ |
| 8-K | 2025-11-10 | 2025-11-10 | 0001214659-25-016151 ↗ |
| 8-K | 2025-11-07 | 2025-11-03 | 0001214659-25-016104 ↗ |