4.
Fair value of financial instruments:

The following table summarizes the fair value hierarchy used to determine the fair values of the Company's cash and cash equivalents and marketable securities:

 

 

 

December 31, 2025

 

 

December 31, 2024

 

 

 

Level 1

 

 

Level 2

 

 

Level 3

 

 

Total

 

 

Level 1

 

 

Level 2

 

 

Level 3

 

 

Total

 

Cash and cash equivalents

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Cash, money market fund, mutual funds,
   commercial paper and U.S. treasuries

 

$

154,659

 

 

$

44,504

 

 

$

 

 

$

199,163

 

 

$

142,712

 

 

$

 

 

$

 

 

$

142,712

 

Marketable securities

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Guaranteed investment certificates

 

 

14,737

 

 

 

 

 

 

 

 

 

14,737

 

 

 

16,147

 

 

 

 

 

 

 

 

 

16,147

 

U.S. treasuries

 

 

142,593

 

 

 

 

 

 

 

 

 

142,593

 

 

 

130,948

 

 

 

 

 

 

 

 

 

130,948

 

Commercial paper

 

 

 

 

 

39,559

 

 

 

 

 

 

39,559

 

 

 

 

 

 

66,905

 

 

 

 

 

 

66,905

 

Corporate debt securities

 

 

 

 

 

189,986

 

 

 

 

 

 

189,986

 

 

 

 

 

 

397,689

 

 

 

 

 

 

397,689

 

Total marketable securities

 

 

157,330

 

 

 

229,545

 

 

 

 

 

 

386,875

 

 

 

147,095

 

 

 

464,594

 

 

 

 

 

 

611,689

 

Total

 

$

311,989

 

 

$

274,049

 

 

$

 

 

$

586,038

 

 

$

289,807

 

 

$

464,594

 

 

$

 

 

$

754,401

 

The fair values of the Company’s commercial paper and corporate debt securities are based on prices obtained from independent pricing sources. Securities with validated quotes from pricing services are reflected within Level 2, as they are primarily based on observable pricing for similar assets or other market observable inputs. Typical inputs used by these pricing services include, but are not limited to, reported trades, benchmark yields, issuer spreads, bids, offers or estimates of cash flow, prepayment spreads and default rates.

As of December 31, 2025 and 2024, the Company does not hold any securities classified as Level 3 and there were no securities transferred between Level 1 and 2.

Historical Timeline

Fiscal YearFiled
2025Feb 26, 2026Showing above
2024Feb 27, 2025
2023Feb 29, 2024
2022Mar 1, 2023

About Fair Value Disclosures

Fair value disclosures classify all assets and liabilities measured at fair value into a three-level hierarchy: Level 1 (quoted market prices), Level 2 (observable inputs like yield curves), and Level 3 (unobservable inputs requiring management estimates). The proportion of Level 3 assets directly reflects how much of the balance sheet depends on internal models rather than market evidence.

Key signals: a growing Level 3 balance relative to total fair-value assets increases valuation uncertainty and earnings volatility risk. Watch for transfers between levels — assets moving from Level 2 to Level 3 often signal deteriorating market liquidity. Unrealized gains and losses on Level 3 positions flow through earnings or other comprehensive income, so large swings deserve scrutiny. For financial institutions, examine the sensitivity disclosures that show how Level 3 valuations change under alternative assumptions. Compare the fair value of debt against its carrying amount to gauge hidden leverage.