CMRC Commerce.com (CMRC) Insider Trading, Ownership & Congress Trades
Software & IT · Services-prepackaged software · CIK 0001626450
Activist 13DForm 144 · 2
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
90
13F, latest reported quarter
What the filings say about CMRC
Insiders, 180 days
-$29.1K net sold
1 seller · 50% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$4.7K
2 notices
Activist stakes (13D), 180 days
1 filing
Largest: 6.5% of the class
Commerce.com insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Commerce.com, Inc. insiders sold a net $29.1K of stock across 6 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Aug 24, 2026.
- The trade is 0.2% of the 470,220 shares held after it.
- No other insider sold within 30 days.
- 90 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CFO & COO Lentz Daniel sold about $2.9K of CMRC under a 10b5-1 plan on Oct 23, 2026; 90 funds added in the latest 13F quarter.Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on Jul 1, 2026.
- The trade is 0.2% of the 472,741 shares held after it.
- No other insider sold within 30 days.
- 90 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CFO & COO Lentz Daniel sold about $1.8K of CMRC under a 10b5-1 plan on Aug 24, 2026; 90 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on May 26, 2026.
- The trade is 0.3% of the 475,262 shares held after it.
- No other insider sold within 30 days.
- 90 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CFO & COO Lentz Daniel sold about $4.6K of CMRC on Jul 1, 2026; 90 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 1.4% of the 480,145 shares held after it.
- No other insider sold within 30 days.
- 90 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CFO & COO Lentz Daniel sold about $19.9K of CMRC on May 26, 2026; 90 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 28.3% of the 353,333 shares held after it.
- No other insider bought within 30 days.
- 90 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Executive Chair Siminoff Ellen F bought about $294.0K of CMRC on Feb 17, 2026, the largest insider purchase at the company on our record; 90 funds added in the latest 13F quarter.6 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$29.1K over 180 days
-$4.7K over 90 days
more than 77% of Software & IT
Congress
no House purchase disclosed in the last 12 months
Funds
90 funds bought in last quarter
more than 50% of Software & IT
Revenue
+2.8% year over year
below 63% of Software & IT
Margin
-5.6% net margin
below 54% of Software & IT
Buybacks
no share repurchases reported
Short interest
11.4% of the float short (float per yahoo 2026-10-27) · 9.6 days to cover · settled 2026-10-15
more than 79% of Software & IT
The situation: each line is one rule over one dataset
Pale Fire Capital SICAV a.s. disclosed a 5%+ stake (6.5%) in the last six months.
What changed in the last 30 days
Oct 27CFO & COO Lentz Daniel sold $2.9K under a 10b5-1 plan (Oct 23)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.
Oct 23Officer DANIEL LENTZ filed to sell $2.9K by Oct 23 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Watch CMRC
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-28.5%12M
Insider buyInsider sell13D/G stakeForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns CMRC: institutional holders (13F)
13F holdings, latest reported quarter
9,266,666 sh
$27.4M
5,520,205 sh
$16.3M
4,724,240 sh
$14.0M
3,142,845 sh
$9.3M
3,054,890 sh
$9.0M
Congress trades in CMRC
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
13D: intends to influence · 13G: passive
Pale Fire Capital SICAV a.s.
Activist 13D · 2026-08-27
6.5%
Pale Fire Capital investicni spolecnost a.s.
Activist 13D · 2026-08-27
6.5%
Pale Fire Capital SE
Activist 13D · 2026-08-27
6.5%
Barta Jan
Activist 13D · 2026-08-27
6.5%
Senkypl Dusan
Activist 13D · 2026-08-27
6.5%
CMRC planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
DANIEL LENTZ
Filed 2026-10-23
$2.9K
DANIEL LENTZ
Filed 2026-08-24
$1.8K
DANIEL LENTZ
Filed 2026-07-01
$4.6K
CMRC mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Ultra-Small Company Fund
$444.0K position · as of 2026-06-30
0.4%
Global X E-commerce ETF
$85.0K position · as of 2026-07-31
0.3%
VANGUARD MARKET NEUTRAL FUND
$1.4M position · as of 2026-06-30
0.2%
Ultra-Small Company Market Fund
$325.6K position · as of 2026-06-30
0.2%
Royce Quant Small-Cap Quality Value ETF
$55.9K position · as of 2026-06-30
0.2%
Columbia Small Cap Value Discovery Fund
$4.2M position · as of 2026-07-31
0.2%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Brent Bellm
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2023
$4.7M
$4.5M
$2.1M
-87%
+72%
2022
$7.3M
-$7.6M
$2.5M
-88%
+3%
2021
$7.4M
-$9.7M
$2.7M
-51%
+61%
2020
$6.3M
$55.0M
$2.5M
-11%
+17%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
An activist crossed the 5% line with declared intent.
The record shows a net $29.1K sold by insiders over 180 days, 90 funds added last quarter, $4.7K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
CMRC financials
Revenue growth
+2.8%
XBRL, annual
Net margin
-5.6%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$346.9M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM CMRC
| FY Dec 2025 | $342.3M |
| FY Dec 2024 | $332.9M |
| FY Dec 2023 | $309.4M |
| FY Dec 2022 | $279.1M |
| FY Dec 2021 | $219.9M |
| Jun 2026 | $84.5M |
| Mar 2026 | $86.8M |
| Dec 2025 | $89.5M |
| Sep 2025 | $86.0M |
| Jun 2025 | $84.4M |
| Mar 2025 | $82.4M |
| Dec 2024 | $87.0M |
| Sep 2024 | $83.7M |
At each fiscal year end
Single quarter
Net margin, TTM
-1.7%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM CMRC
| FY Dec 2025 | -5.6% |
| FY Dec 2024 | -8.1% |
| FY Dec 2023 | -20.9% |
| FY Dec 2022 | -50.1% |
| FY Dec 2021 | -34.9% |
| Jun 2026 | +1.3% |
| Mar 2026 | +4.3% |
| Dec 2025 | -9.3% |
| Sep 2025 | -2.6% |
| Jun 2025 | -9.9% |
| Mar 2025 | -0.4% |
| Dec 2024 | -2.7% |
| Sep 2024 | -8.4% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$19.6M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM CMRC
| FY Dec 2025 | $16.9M |
| FY Dec 2024 | $22.5M |
| FY Dec 2023 | -$28.4M |
| FY Dec 2022 | -$94.6M |
| FY Dec 2021 | -$43.6M |
| Jun 2026 | $50.0K |
| Mar 2026 | $14.1M |
| Dec 2025 | -$2.2M |
| Sep 2025 | $7.6M |
| Jun 2025 | $11.9M |
| Mar 2025 | -$424.0K |
| Dec 2024 | $11.6M |
| Sep 2024 | $4.5M |
At each fiscal year end
Single quarter
Debt to equity
3.04x
long-term 2026-06-30 plus current 2024-06-30 (24 months older than the period end); equity 2026-06-30
Debt to equity CMRC
| FY Dec 2025 | 4.00x |
| FY Dec 2024 | 6.50x |
| FY Dec 2023 | 13.32x |
| FY Dec 2022 | 7.39x |
| FY Dec 2021 | 2.51x |
| Jun 2026 | 3.04x |
| Mar 2026 | 3.35x |
| Dec 2025 | 4.00x |
| Sep 2025 | 3.68x |
| Jun 2025 | 4.07x |
| Mar 2025 | 4.16x |
| Dec 2024 | 6.50x |
| Sep 2024 | 7.49x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.22x
TTM operating cash flow over long-term 2026-06-30 plus current 2024-06-30 (24 months older than the period end)
Cash flow to debt CMRC
| FY Dec 2025 | 0.16x |
| FY Dec 2024 | 0.12x |
| FY Dec 2023 | -0.07x |
| FY Dec 2022 | -0.26x |
| FY Dec 2021 | -0.12x |
| Jun 2026 | 0.22x |
| Mar 2026 | 0.28x |
| Dec 2025 | 0.16x |
| Sep 2025 | 0.23x |
| Jun 2025 | 0.20x |
| Mar 2025 | 0.19x |
| Dec 2024 | 0.12x |
| Sep 2024 | 0.13x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
-12.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity CMRC
| FY Dec 2025 | -53.2% |
| FY Dec 2024 | -91.8% |
| FY Dec 2023 | -181.6% |
| FY Dec 2022 | -152.1% |
| FY Dec 2021 | -43.2% |
| Jun 2026 | -12.8% |
| Mar 2026 | -35.9% |
| Dec 2025 | -53.2% |
| Sep 2025 | -37.2% |
| Jun 2025 | -55.9% |
| Mar 2025 | -64.6% |
| Dec 2024 | -91.8% |
| Sep 2024 | -113.9% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
-1.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets CMRC
| FY Dec 2025 | -6.0% |
| FY Dec 2024 | -6.9% |
| FY Dec 2023 | -14.1% |
| FY Dec 2022 | -27.2% |
| FY Dec 2021 | -18.4% |
| Jun 2026 | -1.8% |
| Mar 2026 | -5.0% |
| Dec 2025 | -6.0% |
| Sep 2025 | -4.1% |
| Jun 2025 | -4.8% |
| Mar 2025 | -5.8% |
| Dec 2024 | -6.9% |
| Sep 2024 | -7.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on invested capital CMRC
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+0.7%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed CMRC
| FY Dec 2025 | -7.2% |
| FY Dec 2024 | -13.3% |
| FY Dec 2023 | -18.9% |
| FY Dec 2022 | -31.7% |
| FY Dec 2021 | -21.0% |
| Jun 2026 | +0.7% |
| Mar 2026 | -3.9% |
| Dec 2025 | -7.2% |
| Sep 2025 | -4.5% |
| Jun 2025 | -10.1% |
| Mar 2025 | -12.4% |
| Dec 2024 | -13.3% |
| Sep 2024 | -15.1% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
P/E, trailing CMRC
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$392.3M
market value at close 2026-10-26 on 2026-08-04 shares, plus long-term 2026-06-30 plus current 2024-06-30 (24 months older than the period end), minus cash 2026-06-30
Enterprise value CMRC
| FY Dec 2025 | $448.0M |
| FY Dec 2024 | $607.7M |
| FY Dec 2023 | $1.0B |
| FY Dec 2022 | $889.9M |
| FY Dec 2021 | $2.6B |
| Jun 2026 | $344.0M |
| Mar 2026 | $319.5M |
| Dec 2025 | $448.0M |
| Sep 2025 | $510.7M |
| Jun 2025 | $512.2M |
| Mar 2025 | $558.9M |
| Dec 2024 | $607.7M |
| Sep 2024 | $636.6M |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+6.7%
TTM free cash flow over market value at close 2026-10-26
FCF yield CMRC
| FY Dec 2025 | +5.0% |
| FY Dec 2024 | +4.7% |
| FY Dec 2023 | -3.8% |
| FY Dec 2022 | -14.7% |
| FY Dec 2021 | -1.7% |
| Jun 2026 | +8.0% |
| Mar 2026 | +14.3% |
| Dec 2025 | +5.0% |
| Sep 2025 | +7.6% |
| Jun 2025 | +6.9% |
| Mar 2025 | +5.8% |
| Dec 2024 | +4.7% |
| Sep 2024 | +5.1% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
PEG, trailing CMRC
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $342.3M | $332.9M | $309.4M | $279.1M |
| Gross profit | $269.6M | $255.3M | $235.2M | $209.1M |
| Operating income | -$16.2M | -$41.7M | -$72.4M | -$140.6M |
| Net income | -$19.3M | -$27.0M | -$64.7M | -$139.9M |
| EPS (diluted) | -0.24 | -0.35 | -0.86 | -1.91 |
| Operating cash flow | $25.5M | $26.3M | -$24.2M | -$89.4M |
| Cash | $44.3M | $88.9M | $71.7M | $91.6M |
| Long-term debt | $157.0M | $216.5M | $339.6M | $337.5M |
SEC XBRL, fiscal years, as known on 2026-10-28
CMRC Stock Sonar score 6/7 axes
Find similar shapesCompareCMRC ranks highest on growth (52nd percentile) and institutional and government (50th), and lowest on financial health (26th), among Software & IT peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
CMRC filings, in plain words
Are Commerce.com insiders buying or selling CMRC?
In the 180 days to 2026-10-28, Commerce.com insiders were net sellers, a net $29.1K across purchases and sales reported on Form 4, by 1 seller.
Are there planned insider sales of CMRC?
Yes. 2 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $4.7K of stock; the latest, by DANIEL LENTZ, was filed 2026-10-23.
Read the full summary
In the 180 days to 2026-10-28, Commerce.com insiders were net sellers of CMRC, a net $29.1K across purchases and sales reported on Form 4 by 1 seller. 50% of the 4 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. Insiders filed 2 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $4.7K of stock. 1 activist Schedule 13D filing in the last 180 days declared an intent to influence the company, the largest for 6.5% of the class. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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