Paysign, Inc.
PAYS · Services-Business Services, NEC · 55.9M shares · +3%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: -$2M (gross $495K, SBC $3M)
Reference price $8.01 · est. market cap ~$448M — last insider sale, 2026-06-26 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B75gen composite 63pct→75
Notable findings
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Strong balance sheetStrong balance sheet — $165M cash & investments
- Notable holderHeld by 5 notable fund(s): RENAISSANCE TECHNOLOGIES LLC, STATE STREET CORP, GOLDMAN SACHS GROUP INC +2 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
59.4%
Operating margin
9.0%
Net margin
9.2%
Return on equity
15.6%
Return on assets
2.7%
ROIC
10.3%
Revenue growth (QoQ)
50.8%
Net-income growth
97.9%
Debt / equity
0.2×
Net debt / EBITDA
-10.0×
Current ratio
1.1×
Free cash flow
$51M
EBITDA
$16M
Tangible book value
$22M
Cash & investments
$165M
Stock comp / revenue
5.2%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| Mark R. Newcomer | CEO | $3M FY2025 |
| Baker Jeffery Bradford | Chief Financial Officer | — |
| Matthew Turner | President, | $2M FY2025 |
| Michael Ngo | Chief Innovation | $1M FY2025 |
| Strobo Robert | Chief Legal Officer | — |
| Herman Joan M | EVP, Operations | — |
| Lanford Matthew Louis | Chief Payments Officer | — |
| Bruce A. Mina | Director | $164K FY2025 |
| Daniel R. Henry | Director | $164K FY2025 |
| Dennis L. Triplett | Director | $164K FY2025 |
| Jeffrey B. Newman | Director | $164K FY2025 |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-26 | Herman Joan M | Sell | 100K | $8.01 |
| 2026-06-01 | Herman Joan M | Sell | 29K | $8.00 |
| 2026-05-29 | Baker Jeffery Bradford | Tax withheld | 45K | $7.27 |
| 2026-05-27 | Strobo Robert | Grant | 67K | — |
| 2026-05-27 | Strobo Robert | Tax withheld | 39K | $7.11 |
| 2026-05-27 | Strobo Robert | Tax withheld | 39K | $7.11 |
| 2026-05-26 | Herman Joan M | Sell | 23K | $7.01 |
| 2026-05-26 | Herman Joan M | Sell | 23K | $7.01 |
| 2026-05-20 | Newcomer Mark | Grant | 133K | — |
| 2026-05-20 | Newcomer Mark | Tax withheld | 79K | $6.15 |
| 2026-05-20 | Newcomer Mark | Tax withheld | 79K | $6.15 |
| 2026-05-18 | Lanford Matthew Louis | Tax withheld | 13K | $5.87 |
| 2026-05-18 | Lanford Matthew Louis | Grant | 22K | — |
| 2026-05-18 | Lanford Matthew Louis | Tax withheld | 13K | $5.87 |
| 2026-05-13 | Herman Joan M | Grant | 11K | — |
| 2026-05-13 | Herman Joan M | Tax withheld | 6.2K | $5.83 |
| 2026-05-13 | Herman Joan M | Tax withheld | 6.2K | $5.83 |
| 2026-05-04 | Herman Joan M | Sell | 6.7K | $7.01 |
| 2026-02-28 | Baker Jeffery Bradford | Tax withheld | 26K | $3.55 |
| 2026-02-28 | Baker Jeffery Bradford | Option exercise | 60K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-13 | 2026-05-08 | 0001683168-26-003748 ↗ |
| 10-Q | 2026-05-13 | 2026-03-31 | 0001683168-26-003762 ↗ |
| 8-K | 2026-05-12 | 2026-05-12 | 0001683168-26-003722 ↗ |
| DEF 14A | 2026-03-26 | 2026-03-27 | 0001683168-26-002222 ↗ |
| 10-K | 2026-03-25 | 2025-12-31 | 0001683168-26-002180 ↗ |
| 8-K | 2026-03-24 | 2026-03-24 | 0001683168-26-002168 ↗ |
| 10-Q | 2025-11-13 | 2025-09-30 | 0001683168-25-008281 ↗ |
| 8-K | 2025-11-12 | 2025-11-12 | 0001683168-25-008270 ↗ |
| 8-K | 2025-09-16 | 2025-09-15 | 0001683168-25-007009 ↗ |
| 10-Q | 2025-08-06 | 2025-06-30 | 0001683168-25-005680 ↗ |
| 8-K | 2025-08-05 | 2025-08-05 | 0001683168-25-005668 ↗ |
| 8-K | 2025-06-06 | 2025-06-03 | 0001683168-25-004264 ↗ |