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SCKT on Nasdaq. Market value $5m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 20 funds in all.
Largest holders overall
- MV Capital Management$63,611Added
- LPL Financial$30,386
- Virtu Financial$30,000New
- Vanguard Capital Management$27,816
- Geode Capital Management$18,080Cut
- Acadian Asset Management$17,000Cut
- UBS Group AG$16,488Added
- Renaissance Technologies$16,089
- State Street$14,221
- TWO Sigma Securities$11,787New
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
2 investors own more than 5%.
- BASS CHARLIE43.6%+2.3 ptsSince 27 March 2026
What they said
The acquisition of common stock and the 2026 Note by the Bass Trust was for investment purposes only. At the time of the filing of this Amendment, Mr. Bass has no present plans or proposals that relate to or would result in any of the matters described in subparagraphs (a)…
Read the filing - MILLS KEVIN JInsider or founder7.1%−3.9 ptsSince 13 October 2025
What they said
On October 13, 2025, the Reporting Person transferred to Mr. Charlie Bass (the Transferee), the Chairman of the Board of Directors, a convertible note with a principal amount of $500,000.00, which is convertible into shares of Common Stock of the Issuer at a future date subject…
Read the filing - Mills Enrico KevinSold down below 5%Since 10 August 2026
What they said
This Amendment No. 2 amends and supplements the Schedule 13D filed June 12, 2025, as amended by Amendment No. 1 filed August 6, 2026 (as so amended, the 'Original Schedule 13D'). Capitalized terms used but not defined herein have the meanings given in the Original Schedule 13D.…
Read the filing
| Holder | Stake | Since | |
|---|---|---|---|
BASS CHARLIE | 43.6%+2.3 pts | 27 March 2026 | What they saidThe acquisition of common stock and the 2026 Note by the Bass Trust was for investment purposes only. At the time of the filing of this Amendment, Mr. Bass has no present plans or proposals that relate to or would result in any of the matters described in subparagraphs (a)… Read the filing |
MILLS KEVIN J Insider or founder | 7.1%−3.9 pts | 13 October 2025 | What they saidOn October 13, 2025, the Reporting Person transferred to Mr. Charlie Bass (the Transferee), the Chairman of the Board of Directors, a convertible note with a principal amount of $500,000.00, which is convertible into shares of Common Stock of the Issuer at a future date subject… Read the filing |
Mills Enrico Kevin | Sold down below 5% | 10 August 2026 | What they saidThis Amendment No. 2 amends and supplements the Schedule 13D filed June 12, 2025, as amended by Amendment No. 1 filed August 6, 2026 (as so amended, the 'Original Schedule 13D'). Capitalized terms used but not defined herein have the meanings given in the Original Schedule 13D.… Read the filing |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 2 insiders bought $187,463 of shares on the open market. 1 sold $3,503.
- MILLS KEVIN JDirectorSold
- Date
- 10 August 2026
- Shares
- 1,946
- Price
- $1.80
- Value
- $3,503
- BASS CHARLIEDirectorBought
- Date
- 28 November 2025
- Shares
- 5,000
- Price
- $1.33
- Value
- $6,650
- Lazarev IvanDirectorBought
- Date
- 26 November 2025
- Shares
- 8,993
- Price
- $1.31
- Value
- $11,781
- BASS CHARLIEDirectorBought
- Date
- 26 November 2025
- Shares
- 5,000
- Price
- $1.33
- Value
- $6,650
- Lazarev IvanDirectorBought
- Date
- 25 November 2025
- Shares
- 7,286
- Price
- $1.28
- Value
- $9,326
- BASS CHARLIEDirectorBought
- Date
- 25 November 2025
- Shares
- 5,000
- Price
- $1.30
- Value
- $6,500
- BASS CHARLIEDirectorBought
- Date
- 24 November 2025
- Shares
- 5,000
- Price
- $1.26
- Value
- $6,300
- BASS CHARLIEDirectorBought
- Date
- 21 November 2025
- Shares
- 5,000
- Price
- $1.24
- Value
- $6,200
- Lazarev IvanDirectorBought
- Date
- 20 November 2025
- Shares
- 5,428
- Price
- $1.20
- Value
- $6,514
- BASS CHARLIEDirectorBought
- Date
- 20 November 2025
- Shares
- 5,000
- Price
- $1.21
- Value
- $6,050
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 10 August 2026 | MILLS KEVIN J Director | Sold | 1,946 | $1.80 | $3,503 |
| 28 November 2025 | BASS CHARLIE Director | Bought | 5,000 | $1.33 | $6,650 |
| 26 November 2025 | Lazarev Ivan Director | Bought | 8,993 | $1.31 | $11,781 |
| 26 November 2025 | BASS CHARLIE Director | Bought | 5,000 | $1.33 | $6,650 |
| 25 November 2025 | Lazarev Ivan Director | Bought | 7,286 | $1.28 | $9,326 |
| 25 November 2025 | BASS CHARLIE Director | Bought | 5,000 | $1.30 | $6,500 |
| 24 November 2025 | BASS CHARLIE Director | Bought | 5,000 | $1.26 | $6,300 |
| 21 November 2025 | BASS CHARLIE Director | Bought | 5,000 | $1.24 | $6,200 |
| 20 November 2025 | Lazarev Ivan Director | Bought | 5,428 | $1.20 | $6,514 |
| 20 November 2025 | BASS CHARLIE Director | Bought | 5,000 | $1.21 | $6,050 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
None of the warning signs we check for were found.
We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.
We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 30 Mar 2026, plus the 10-Q filed 13 Aug 2026 and 10 later 8-Ks.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.