The Marygold Companies, Inc. (MGLD) Ownership — Insider & Political Trading

The Marygold Companies, Inc. (MGLD) — Price $0.94 Financial ServicesAsset Management — AMEX

Latest reported results:

Ownership and insider activity for The Marygold Companies, Inc. (MGLD): insider transactions, US Senate and House trading disclosures and shares outstanding. Track how corporate insiders and politicians are trading the stock.

Based in San Clemente, California, The Marygold Companies Inc., established in 1996 and known as Concierge Technologies, Inc. until March 2022, is a diversified holding company. Through its subsidiaries, Marygold engages in multiple sectors across the United States, New Zealand, Australia, and Canada. The company provides investment fund management services, advising various exchange-traded funds and products organized as limited partnerships or trusts.

Price

Price$0.94
Market Cap$40M
ExchangeAMEX
CountryUS

Recent Insider Transactions

DateInsiderTypeSharesValue
2025-12-10Nicholas & Melinda Gerber Living TrustP-Purchase25,000$23K
2025-12-03Nicholas & Melinda Gerber Living TrustP-Purchase15,352$16K
2025-11-20Nicholas & Melinda Gerber Living TrustP-Purchase20,000$21K
2025-11-07Mullins Derek JasonA-Award4,854$5K
2025-11-07Gonzalez MattA-Award4,854$5K
2025-11-07Alexander James SA-Award4,854$5K
2025-11-07Harris JoyaA-Award4,854$5K
2025-11-07Grogan ErinA-Award4,854$5K
2025-06-20Nicholas & Melinda Gerber Living TrustP-Purchase50,000$50K
2025-02-24Nicholas & Melinda Gerber Living TrustP-Purchase50,000$53K

Balance Sheet (10y)

Year2016201720182019202020212022202320242025
Cash & Equivalents$5.5M$6.7M$7.5M$6.5M$9.8M$16.1M$12.9M$8.2M$5.5M$5.0M
Short-term Investments$993$3.6M$3.2M$3.8M$1.8M$1.8M$5.1M$11.5M$9.6M$7.8M
Receivables$3.5M$4.1M$4.7M$3.7M$4.2M$3.9M$4.4M$3.0M$4.0M$3.1M
Inventory$436541$444274$931065$1.0M$1.2M$2.0M$2.2M$2.3M$2.2M$2.0M
Total Current Assets$9.5M$15.0M$16.7M$15.5M$17.6M$24.1M$25.2M$26.8M$24.3M$19.0M
Property, Plant & Equipment$1.2M$1.2M$1.1M$757014$1.9M$2.6M$2.7M$2.1M$2.1M$2.0M
Goodwill$498973$498973$915790$915790$915790$1.0M$2.3M$2.3M$2.5M$2.5M
Intangible Assets$1.0M$899276$3.0M$2.7M$2.5M$2.3M$2.7M$2.3M$1.4M$1.0M
Total Assets$13.8M$19.6M$23.1M$21.3M$24.3M$31.5M$35.3M$35.3M$32.9M$30.4M
Accounts Payable$1.0M$1.8M$1.9M$1.7M$1.4M$1.7M$2.0M$1.3M$2.0M$2.1M
Short-term Debt$617000$20888$50205$29741$16696$618594$33496$457309$315000$1.3M
Total Current Liabilities$3.7M$3.5M$5.2M$3.2M$3.6M$5.1M$4.8M$4.2M$5.2M$6.6M
Long-term Debt0$672605$749491$661057$959845$379804$459178$380535$700000
Total Liabilities$6.0M$6.4M$6.1M$4.1M$5.1M$6.2M$6.3M$4.9M$6.3M$7.4M
Retained Earnings$690044$5.9M$7.6M$8.2M$9.9M$15.8M$16.9M$18.1M$14.0M$8.2M
Total Equity$7.9M$13.2M$17.0M$17.2M$19.1M$25.3M$29.0M$30.4M$26.6M$23.0M
Total Debt$617000$693493$799696$690798$1.7M$2.1M$1.9M$1.3M$1.5M$2.4M
Net Debt-$4.8M-$9.6M-$9.9M-$9.5M-$9.9M-$15.8M-$16.1M-$18.4M-$13.6M-$10.4M
Working Capital$5.8M$11.6M$11.5M$12.3M$14.0M$19.0M$20.4M$22.6M$19.0M$12.4M

Financial Health

Debt / Equity0.03
Current Ratio41.94

Profitability

Return on Equity-9.56%
Return on Invested Capital-9.40%
Return on Assets-7.79%
Gross Margin69.32%
Operating Margin-11.10%
Net Margin-7.54%

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