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Alliance Resource Partners, L.P. (ARLP)

USD24.69 +0.00 (+0.00%)
US NASDAQ Energy Coal
Address 1717 South Boulder Avenue 74119
Tulsa, OK, US
CEO Joseph W. Craft
Website arlp.com
IPO 1999-08-17
CIK 1086600 ISIN US01877R1086

Explore sections of this company profile

Description

Alliance Resource Partners, L.P. (ARLP) operates as a diversified natural resource enterprise, with a primary focus on extracting and supplying coal to utility companies and industrial customers across the United States. The company's business activities are categorized into four main segments: Illinois Basin Coal Operations, Appalachia Coal Operations, Oil & Gas Royalties, and Coal Royalties. ARLP's coal production encompasses a variety of thermal and metallurgical grades, each with distinct sulfur and heat content characteristics. The firm manages seven underground mining complexes situated across six states: Illinois, Indiana, Kentucky, Maryland, Pennsylvania, and West Virginia. In addition to its mining operations, ARLP leases land, manages a coal loading facility on the Ohio River at Mt. Vernon, Indiana, and engages in the buying and reselling of coal. Further diversifying its portfolio, the company holds mineral and royalty stakes in approximately 1.5 million gross acres of land within key oil and gas producing regions, prominently the Permian, Anadarko, and Williston Basins. Beyond its core resource activities, ARLP also offers an array of mining technology solutions, including data network and communication systems, personnel tracking, proximity detection, industrial collision avoidance, and specialized data and analytics software. As of December 31, 2021, the company's substantial coal reserves included an estimated 547.1 million tons of proven and probable mineral reserves, complemented by 1.17 billion tons of measured, indicated, and inferred coal resources, all located within its operational states of Illinois, Indiana, Kentucky, Maryland, Pennsylvania, and West Virginia. Founded in 1971, Alliance Resource Partners, L.P. is headquartered in Tulsa, Oklahoma.

News Sentiment (7d)
77 Positive

4 articles

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
SIMPLIFICATION TRANSACTIONS AHGP 2018-03-29 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD24.69 +0.00 (+0.00%)
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Volume Profile
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Liquidity & share structure
Average Volume
359.1K
Beta
0.19
Float Shares
90.78M
Free Float %
70.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.86% -0.44% -6.61% -6.19% +1.97% +6.97% -4.53% +41.03% +299.52% +69.62% +428.72%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

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By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (18 ratings, all time) Hold
Price Targets & DCF
Current price
24.69
Low 30.00 +21.5%
Consensus 30.00 +21.5%
Median 30.00 +21.5%
High 30.00 +21.5%
DCF (Unlevered) 91.19 +269.3%
DCF (Levered) 89.25 +261.5%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 2 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
30.00
+21.5%
All Time 1
30.00
+21.5%
Quality scores
Altman Z-Score
2.97
Grey zone
Piotroski F-Score
6 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Coal: -9.5%
    -10.4% Q1'26: -4.5% (vs Q1'25)
  • EPS growth Coal: -15.8%
    -12.6% Q1'26: -87.7% (vs Q1'25)
  • FCF margin FCF growth · Coal: +4.7%
    +15.7% Q1'26: +1.9% (vs Q1'25)
  • EBIT margin Coal: +10.5%
    +17.1% Q1'26: +4.2% (vs Q1'25)
  • ROIC Coal: +3.2%
    +15.6% Q1'26: +3.2% (vs Q1'25)
  • Share dilution Coal: +0.0%
    +0.3% Q1'26: +0.2% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Coal: -0.13×
    0.71× Q1'26: 1.22× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.24) × ERP
WACC = 87% × Ke + 13% × Kd (8.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 91.19 Current price: 24.69
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
2 EPS Ana.
Dec 2027
2 Rev. Ana.
2 EPS Ana.
Dec 2028
2 Rev. Ana.
2 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Dec 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
1.84B
est: 1.68B (+9.4%)
2.03B
est: 2.08B (-2.3%)
2.21B
est: 1.92B (+14.7%)
2.30B
est: 1.99B (+15.6%)
2.27B
est: 2.31B (-1.7%)
1.93B
est: 1.92B (+0.5%)
1.80B
est: 1.79B (+0.1%)
2.00B
est: 2.01B (-0.3%)
1.96B
est: 2.02B (-2.8%)
1.33B
est: 1.33B (+0.2%)
1.57B
est: 1.56B (+0.7%)
2.42B
est: 2.39B (+1.1%)
2.57B
est: 2.51B (+2.4%)
2.45B
est: 2.50B (-1.9%)
2.19B
est: 2.22B (-0.9%)
2.21B
2.20B – 2.23B
-0.2% YoY
2.28B
2.25B – 2.33B
+3.4% YoY
2.37B
2.37B – 2.37B
+3.7% YoY
2.52B
2.49B – 2.55B
+6.3% YoY
2.64B
2.61B – 2.67B
+4.7% YoY
EBITDA
571.21M
est: 371.73M (+53.7%)
581.30M
est: 319.53M (+81.9%)
686.84M
est: 346.62M (+98.2%)
805.36M
est: 434.84M (+85.2%)
671.06M
est: 390.97M (+71.6%)
692.73M
est: 252.39M (+174.5%)
612.78M
est: 277.30M (+121.0%)
687.94M
est: 419.22M (+64.1%)
765.75M
est: 483.33M (+58.4%)
234.02M
est: -1.05B (+122.4%)
483.47M
est: 478.72M (+1.0%)
956.14M
est: 264.46M (+261.5%)
948.52M
est: 835.82M (+13.5%)
702.17M
est: 831.93M (-15.6%)
675.19M
est: 738.69M (-8.6%)
737.09M
733.75M – 743.76M
-0.2% YoY
761.80M
751.78M – 775.16M
+3.4% YoY
789.63M
789.04M – 790.22M
+3.7% YoY
839.77M
831.07M – 849.64M
+6.3% YoY
879.21M
870.11M – 889.55M
+4.7% YoY
EBIT
410.88M
est: 373.60M (+10.0%)
363.17M
est: 338.07M (+7.4%)
421.93M
est: 364.94M (+15.6%)
530.80M
est: 444.29M (+19.5%)
337.35M
est: 422.72M (-20.2%)
370.22M
est: 249.93M (+48.1%)
343.80M
est: 264.99M (+29.7%)
407.71M
est: 381.27M (+6.9%)
452.59M
est: 292.27M (+54.9%)
-83.40M
est: -1.04B (+92.0%)
218.40M
est: 247.04M (-11.6%)
679.47M
est: 261.58M (+159.8%)
680.54M
est: 514.64M (+32.2%)
416.72M
est: 512.24M (-18.6%)
375.75M
est: 454.83M (-17.4%)
453.85M
451.79M – 457.95M
-0.2% YoY
469.06M
462.89M – 477.29M
+3.4% YoY
486.20M
485.84M – 486.56M
+3.7% YoY
517.07M
511.72M – 523.15M
+6.3% YoY
541.36M
535.75M – 547.72M
+4.7% YoY
Net Income
389.35M
est: 352.25M (+10.5%)
225.72M
est: 293.84M (-23.2%)
268.43M
est: 323.22M (-17.0%)
353.33M
est: 407.22M (-13.2%)
156.37M
est: 355.29M (-56.0%)
251.82M
est: 229.39M (+9.8%)
303.64M
est: 242.22M (+25.4%)
366.60M
est: 376.09M (-2.5%)
399.41M
est: 432.13M (-7.6%)
-129.05M
est: -1.26B (+89.7%)
182.77M
est: 213.70M (-14.5%)
586.20M
est: 171.25M (+242.3%)
630.12M
est: 514.03M (+22.6%)
360.86M
est: 424.64M (-15.0%)
311.16M
est: 304.27M (+2.3%)
283.72M
277.90M – 292.53M
-6.8% YoY
357.80M
351.72M – 369.72M
+26.1% YoY
400.37M
388.26M – 407.74M
+11.9% YoY
417.26M
411.64M – 423.64M
+4.2% YoY
460.91M
454.71M – 467.96M
+10.5% YoY
SGA
52.33M
est: 47.38M (+10.5%)
58.74M
est: 54.29M (+8.2%)
63.70M
est: 52.82M (+20.6%)
72.55M
est: 59.42M (+22.1%)
67.48M
est: 77.70M (-13.1%)
72.53M
est: 53.62M (+35.3%)
61.76M
est: 52.26M (+18.2%)
68.30M
est: 73.57M (-7.2%)
73.00M
est: 82.44M (-11.5%)
59.81M
est: 249.07M (-76.0%)
70.16M
est: 58.41M (+20.1%)
80.43M
est: 66.99M (+20.1%)
79.10M
est: 19.06B (-99.6%)
82.22M
est: 18.97B (-99.6%)
83.12B
est: 16.84B (+393.4%)
16.81B
16.73B – 16.96B
-0.2% YoY
17.37B
17.14B – 17.68B
+3.4% YoY
18.01B
17.99B – 18.02B
+3.7% YoY
19.15B
18.95B – 19.37B
+6.3% YoY
20.05B
19.84B – 20.28B
+4.7% YoY
EPS
5.29
est: 3.37 (+57.0%)
3.06
est: 3.00 (+2.2%)
3.63
est: 2.64 (+37.5%)
4.77
est: 3.44 (+38.7%)
2.11
est: 3.04 (-30.6%)
3.39
est: 2.90 (+17.1%)
2.80
est: 2.89 (-3.2%)
2.80
est: 2.91 (-3.9%)
3.07
est: 2.47 (+24.3%)
-1.01
est: -1.22 (+17.2%)
1.36
est: 1.67 (-18.6%)
4.39
est: 4.30 (+2.2%)
4.81
est: 4.03 (+19.3%)
2.77
est: 3.31 (-16.3%)
2.42
est: 2.36 (+2.8%)
2.23
2.16 – 2.28
-5.4% YoY
2.82
2.74 – 2.88
+26.4% YoY
3.10
3.02 – 3.18
+10.1% YoY
3.25
3.21 – 3.30
+4.8% YoY
3.59
3.54 – 3.64
+10.5% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 A- 4/5 5/5 4/5 5/5 3/5 2/5 2/5
2026-05-27 A- 4/5 5/5 4/5 5/5 3/5 2/5 2/5
2026-05-26 A- 4/5 5/5 4/5 5/5 3/5 2/5 2/5
2026-05-22 A- 4/5 5/5 4/5 5/5 3/5 2/5 2/5
2026-05-21 A- 4/5 5/5 4/5 5/5 3/5 2/5 2/5
2026-05-20 A- 4/5 5/5 4/5 5/5 3/5 2/5 2/5
2026-05-19 A- 4/5 5/5 4/5 5/5 3/5 2/5 2/5
2026-05-18 A- 4/5 5/5 4/5 5/5 3/5 2/5 2/5
2026-05-15 A 4/5 5/5 4/5 5/5 3/5 3/5 2/5
2026-05-14 A 4/5 5/5 4/5 5/5 3/5 3/5 2/5
2026-05-13 A 4/5 5/5 4/5 5/5 3/5 3/5 2/5
2026-05-12 A 4/5 5/5 4/5 5/5 3/5 3/5 2/5
2026-05-11 A 4/5 5/5 4/5 5/5 3/5 3/5 2/5
2026-05-08 A 4/5 5/5 4/5 5/5 3/5 3/5 2/5
2026-05-07 A 4/5 5/5 4/5 5/5 3/5 3/5 2/5
2026-05-06 A 4/5 5/5 4/5 5/5 3/5 3/5 2/5
2026-05-05 A 4/5 5/5 4/5 5/5 3/5 3/5 2/5
2026-05-04 A 4/5 5/5 4/5 5/5 3/5 3/5 2/5
2026-05-01 A- 4/5 5/5 4/5 5/5 2/5 3/5 2/5
2026-04-30 A- 4/5 5/5 4/5 5/5 2/5 3/5 2/5
2026-04-29 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-28 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-27 A 4/5 5/5 2/5 4/5 2/5 4/5 5/5
2026-04-24 A 4/5 5/5 5/5 5/5 2/5 3/5 3/5
2026-04-23 A 4/5 5/5 5/5 5/5 1/5 3/5 3/5
2026-04-22 A 4/5 5/5 5/5 5/5 1/5 3/5 3/5
2026-04-21 A 4/5 5/5 5/5 5/5 1/5 3/5 3/5
2026-04-20 A 4/5 5/5 5/5 5/5 1/5 3/5 3/5
2026-04-17 A 4/5 5/5 5/5 5/5 1/5 3/5 3/5
2026-04-16 A 4/5 5/5 5/5 5/5 1/5 3/5 3/5
2026-04-15 A 4/5 5/5 5/5 5/5 1/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
230.37M
OE per share TTM
1.79
Owner's Yield
7.21%
Maintenance CapEx ratio
1,226.62%
Maint CapEx / Avg PPE
64.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
190
Total invested
618.47M
Insider transactions (90d)
0
Beneficial owners (>5%)
8
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Energy Income Partners, LLC 3.98M 3.10% 3.98M 3.98M IA Delaware 2018-02-14
2 Eva Pao 3.98M 3.10% 3.98M 3.98M HC USA 2018-02-14
3 James J. Murchie 3.98M 3.10% 3.98M 3.98M HC USA 2018-02-14
4 John Tysseland 3.98M 3.10% 3.98M 3.98M HC USA 2018-02-14
5 Linda A. Longville 3.98M 3.10% 3.98M 3.98M HC USA 2018-02-14
6 Saul Ballesteros 3.98M 3.10% 3.98M 3.98M HC USA 2018-02-14
7 INVESCO North American Group, Ltd. 416.7K 5.30% HC Illinois, U.S.A. 2017-01-25
8 INVESCO PLC 416.7K 5.30% HC Illinois, U.S.A. 2017-01-25

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
190
+12 vs prev Q
New positions
32
Closed positions
21
Increased
82
Reduced
41
Put/Call ratio
0.42
Calls held
1.53M
Puts held
637.4K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 POTOMAC CAPITAL MANAGEMENT, INC. 15.0K +15.0K (+100.0%) 348.45M +348.5M (+100.0%) 0.01% +0.012 pp 0.28% +0.280 pp USD23.23 +0.0% 1 qtrs NEW
2 MORGAN STANLEY 3.36M +1.6M (+95.4%) 78.13M +34.6M (+79.5%) 2.62% +1.278 pp 0.00% +0.002 pp USD22.34 +4.0% 51 qtrs
3 PROGENY 3, INC. 3.28M +8.3K (+0.3%) 76.26M -6.5M (-7.9%) 2.56% +0.007 pp 4.10% -0.166 pp USD20.18 +15.1% 17 qtrs
4 MAGNOLIA GROUP, LLC 2.58M -8.0K (-0.3%) 59.97M -5.5M (-8.4%) 2.01% -0.006 pp 9.89% -0.493 pp USD15.16 +53.2% 41 qtrs
5 JACKSON HOLE CAPITAL PARTNERS, LLC 2.10M -12.5K (-0.6%) 48.90M -4.6M (-8.7%) 1.64% -0.009 pp 8.37% -0.783 pp USD16.73 +38.9% 29 qtrs
6 ATLANTA CONSULTING GROUP ADVISORS, LLC 1.16M +— (+0.0%) 26.98M -2.4M (-8.1%) 0.90% +0.000 pp 6.11% -1.076 pp USD25.00 -7.1% 8 qtrs
7 ING GROEP NV 668.0K +289.9K (+76.7%) 15.52M +6.0M (+62.3%) 0.52% +0.226 pp 0.09% +0.042 pp USD24.58 -5.5% 3 qtrs
8 CENTIVA CAPITAL, LP 500.0K +500.0K (+100.0%) 11.62M +11.6M (+100.0%) 0.39% +0.389 pp 0.09% +0.095 pp USD23.23 +0.0% 1 qtrs NEW
9 GOLDMAN SACHS GROUP INC 493.6K -37.2K (-7.0%) 11.47M -2.0M (-14.6%) 0.38% -0.029 pp 0.00% 0.000 pp USD23.26 -0.1% 51 qtrs
10 RAYMOND JAMES FINANCIAL INC 476.9K +17.4K (+3.8%) 11.08M -540.0K (-4.6%) 0.37% +0.014 pp 0.00% 0.000 pp USD26.18 -11.3% 5 qtrs
11 INVESCO LTD. 424.7K -4.4K (-1.0%) 9.87M -983.4K (-9.1%) 0.33% -0.003 pp 0.00% 0.000 pp USD17.35 +33.9% 30 qtrs
12 VISTA INVESTMENT PARTNERS LLC 363.7K +— (+0.0%) 8.45M -747.3K (-8.1%) 0.28% +0.000 pp 2.21% -0.359 pp USD21.45 +8.3% 9 qtrs
13 ENERGY INCOME PARTNERS, LLC 299.8K +102.7K (+52.1%) 6.97M +2.0M (+39.7%) 0.23% +0.080 pp 0.13% +0.030 pp USD22.26 +4.4% 13 qtrs
14 PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 297.1K +83.9K (+39.3%) 6.90M +1.5M (+28.0%) 0.23% +0.065 pp 0.64% +0.073 pp USD15.32 +51.6% 31 qtrs
15 FAIRBANKS CAPITAL MANAGEMENT, INC. 283.9K -4.7K (-1.6%) 6.60M -703.3K (-9.6%) 0.22% -0.004 pp 3.64% -0.318 pp USD14.01 +65.8% 31 qtrs
16 MGO ONE SEVEN LLC 276.3K +13.2K (+5.0%) 6.42M -235.2K (-3.5%) 0.22% +0.010 pp 0.13% -0.023 pp USD26.91 -13.7% 6 qtrs
17 ADAMS ASSET ADVISORS, LLC 255.4K +— (+0.0%) 5.93M -524.8K (-8.1%) 0.20% +0.000 pp 0.78% -0.052 pp USD18.45 +25.9% 51 qtrs
18 MERCER GLOBAL ADVISORS INC /ADV 254.2K -14.4K (-5.4%) 5.91M -887.4K (-13.1%) 0.20% -0.011 pp 0.01% -0.002 pp USD25.40 -8.5% 4 qtrs
19 BIENVILLE CAPITAL MANAGEMENT, LLC 231.0K -16.3K (-6.6%) 5.37M -887.4K (-14.2%) 0.18% -0.013 pp 0.85% -0.339 pp USD17.15 +35.5% 16 qtrs
20 KEYBANK NATIONAL ASSOCIATION/OH 200.0K +— (+0.0%) 4.65M -411.0K (-8.1%) 0.16% +0.000 pp 0.02% -0.001 pp USD4.54 +411.7% 21 qtrs
21 BARCLAYS PLC 195.9K +195.8K (+407,981.3%) 4.55M +4.5M (+379,089.1%) 0.15% +0.153 pp 0.00% +0.001 pp USD23.23 +0.0% 51 qtrs
22 CUSHING ASSET MANAGEMENT, LP 191.0K -50.0K (-20.7%) 4.44M -1.7M (-27.2%) 0.15% -0.039 pp 0.25% -0.092 pp USD25.63 -9.4% 14 qtrs
23 FIRST TRUST ADVISORS LP 187.1K -22.0K (-10.5%) 4.35M -939.5K (-17.8%) 0.15% -0.017 pp 0.00% -0.001 pp USD20.64 +12.5% 13 qtrs
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 159.9K +40.4K (+33.8%) 3.71M +692.3K (+22.9%) 0.12% +0.032 pp 0.00% +0.000 pp USD19.29 +20.4% 51 qtrs
25 NATIXIS 156.5K +156.5K (+100.0%) 3.64M +3.6M (+100.0%) 0.12% +0.122 pp 0.01% +0.013 pp USD23.23 +0.0% 1 qtrs NEW
26 BANK OF AMERICA CORP /DE/ 154.8K -47.6K (-23.5%) 3.60M -1.5M (-29.7%) 0.12% -0.037 pp 0.00% 0.000 pp USD18.59 +25.0% 52 qtrs
27 EXCHANGE TRADED CONCEPTS, LLC 147.3K +3.0K (+2.1%) 3.42M -225.8K (-6.2%) 0.11% +0.002 pp 0.03% -0.005 pp USD23.75 -2.2% 8 qtrs
28 NOMURA HOLDINGS INC 147.0K -153.0K (-51.0%) 3.41M -4.2M (-55.0%) 0.11% -0.119 pp 0.00% -0.007 pp USD26.14 -11.1% 10 qtrs
29 ORVIETO PARTNERS, L.P. 139.1K +139.1K (+100.0%) 3.23M +3.2M (+100.0%) 0.11% +0.108 pp 2.61% +2.613 pp USD23.23 +0.0% 1 qtrs NEW
30 CITADEL ADVISORS LLC 138.0K -68.3K (-33.1%) 3.21M -2.0M (-38.5%) 0.11% -0.053 pp 0.00% 0.000 pp USD26.11 -11.0% 27 qtrs
31 MILLER VALUE PARTNERS, LLC 132.0K +5.0K (+3.9%) 3.07M -144.8K (-4.5%) 0.10% +0.004 pp 1.08% -0.100 pp USD10.86 +113.9% 21 qtrs
32 JANE STREET GROUP, LLC 131.0K -225.9K (-63.3%) 3.04M -6.0M (-66.3%) 0.10% -0.176 pp 0.00% -0.001 pp USD25.39 -8.5% 6 qtrs
33 PINNACLE HOLDINGS, LLC 129.4K +653.0 (+0.5%) 3.01M -249.5K (-7.7%) 0.10% +0.001 pp 1.02% -0.119 pp USD18.89 +23.0% 51 qtrs
34 GEODE CAPITAL MANAGEMENT, LLC 121.5K +3.2K (+2.7%) 2.82M -167.7K (-5.6%) 0.09% +0.003 pp 0.00% +0.000 pp USD15.34 +51.4% 62 qtrs
35 GRANITESHARES ADVISORS LLC 115.9K -2.2K (-1.8%) 2.69M -292.9K (-9.8%) 0.09% -0.002 pp 1.64% -0.093 pp USD26.24 -11.5% 5 qtrs
36 JPMORGAN CHASE & CO 102.8K +21.5K (+26.5%) 2.39M +333.1K (+16.2%) 0.08% +0.017 pp 0.00% +0.000 pp USD16.24 +43.0% 51 qtrs
37 HIGHTOWER ADVISORS, LLC 101.5K -2.6K (-2.5%) 2.36M -275.0K (-10.4%) 0.08% -0.002 pp 0.00% 0.000 pp USD18.83 +23.4% 17 qtrs
38 CAPITAL ADVISORS INC/OK 99.0K +— (+0.0%) 2.30M -203.5K (-8.1%) 0.08% +0.000 pp 0.04% -0.005 pp USD21.27 +9.2% 16 qtrs
39 LPL FINANCIAL LLC 97.4K +12.3K (+14.4%) 2.26M +109.5K (+5.1%) 0.08% +0.010 pp 0.00% +0.000 pp USD21.59 +7.6% 51 qtrs
40 CRESCENT GROVE ADVISORS, LLC 96.9K -192.0K (-66.5%) 2.25M -5.1M (-69.2%) 0.08% -0.150 pp 0.21% -0.484 pp USD24.75 -6.1% 10 qtrs
41 CREATIVE PLANNING 93.1K +603.0 (+0.7%) 2.16M -176.1K (-7.5%) 0.07% +0.001 pp 0.00% 0.000 pp USD24.45 -5.0% 57 qtrs
42 COMMONWEALTH EQUITY SERVICES, LLC 79.8K +1.3K (+1.6%) 1.85M -132.0K (-6.7%) 0.06% +0.001 pp 0.00% 0.000 pp USD23.12 +0.5% 8 qtrs
43 HIDDEN COVE WEALTH MANAGEMENT, LLC 70.0K +— (+0.0%) 1.63M -143.9K (-8.1%) 0.05% +0.000 pp 1.05% -0.117 pp USD26.78 -13.3% 5 qtrs
44 NFC INVESTMENTS, LLC 69.7K -700.0 (-1.0%) 1.62M -161.0K (-9.0%) 0.05% -0.001 pp 0.46% -0.058 pp USD21.10 +10.1% 9 qtrs
45 CETERA INVESTMENT ADVISERS 68.0K +11.2K (+19.7%) 1.58M +143.7K (+10.0%) 0.05% +0.009 pp 0.00% +0.000 pp USD21.82 +6.5% 12 qtrs
46 DISCIPLINED INVESTMENTS, LLC 66.2K +1.5K (+2.4%) 1.54M -97.0K (-5.9%) 0.05% +0.001 pp 0.59% -0.059 pp USD20.59 +12.8% 11 qtrs
47 U.S. CAPITAL WEALTH ADVISORS, LLC 64.6K +45.0 (+0.1%) 1.50M -131.6K (-8.1%) 0.05% +0.000 pp 0.04% -0.005 pp USD12.62 +84.1% 18 qtrs
48 HORIZON KINETICS ASSET MANAGEMENT LLC 64.1K -1.2K (-1.9%) 1.49M -162.6K (-9.8%) 0.05% -0.001 pp 0.02% +0.000 pp USD26.33 -11.8% 5 qtrs
49 PEKIN HARDY STRAUSS, INC. 64.1K +8.4K (+15.1%) 1.49M +80.7K (+5.7%) 0.05% +0.007 pp 0.14% -0.004 pp USD16.73 +38.9% 17 qtrs
50 BOKF, NA 54.4K +10.0K (+22.5%) 1.26M +141.0K (+12.5%) 0.04% +0.008 pp 0.02% +0.002 pp USD18.20 +27.6% 18 qtrs
51 JUMP FINANCIAL, LLC 54.4K +54.4K (+100.0%) 1.26M +1.3M (+100.0%) 0.04% +0.042 pp 0.02% +0.016 pp USD23.23 +0.0% 3 qtrs
52 BCS WEALTH MANAGEMENT 52.2K +26.5K (+102.8%) 1.21M +562.0K (+86.3%) 0.04% +0.021 pp 0.12% -0.024 pp USD22.94 +1.3% 9 qtrs
53 AUTUMN GLORY PARTNERS, LLC 52.0K +— (+0.0%) 1.21M -106.9K (-8.1%) 0.04% +0.000 pp 0.42% -0.117 pp USD22.14 +4.9% 10 qtrs
54 CITIGROUP INC 50.4K +42.0K (+500.5%) 1.17M +958.2K (+451.7%) 0.04% +0.033 pp 0.00% +0.000 pp USD23.71 -2.0% 3 qtrs
55 CAPTION MANAGEMENT, LLC 50.0K +50.0K (+100.0%) 1.16M +1.2M (+100.0%) 0.04% +0.039 pp 0.01% +0.008 pp USD23.23 +0.0% 1 qtrs NEW
56 TWEEDY, BROWNE CO LLC 46.7K +6.7K (+16.7%) 1.08M +73.4K (+7.3%) 0.04% +0.005 pp 0.09% 0.000 pp USD25.56 -9.1% 4 qtrs
57 UBS GROUP AG 46.2K -222.9K (-82.8%) 1.07M -5.7M (-84.2%) 0.04% -0.174 pp 0.00% -0.001 pp USD25.01 -7.1% 45 qtrs
58 TOROSO INVESTMENTS, LLC 37.7K +2.2K (+6.2%) 875.9K -22.1K (-2.5%) 0.03% +0.002 pp 0.00% +0.000 pp USD21.74 +6.9% 11 qtrs
59 CONCURRENT INVESTMENT ADVISORS, LLC 36.3K +1.8K (+5.2%) 843.9K -29.2K (-3.3%) 0.03% +0.001 pp 0.01% -0.005 pp USD25.51 -8.9% 7 qtrs
60 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 36.1K +1.3K (+3.6%) 838.0K -43.0K (-4.9%) 0.03% +0.001 pp 0.00% 0.000 pp USD22.49 +3.3% 13 qtrs
61 BRAMSHILL INVESTMENTS, LLC 35.6K +238.0 (+0.7%) 826.2K -67.1K (-7.5%) 0.03% +0.000 pp 0.05% -0.014 pp USD21.26 +9.3% 9 qtrs
62 ORION INVESTMENT CO 34.5K +6.0K (+21.1%) 800.9K +80.9K (+11.2%) 0.03% +0.005 pp 0.24% +0.015 pp USD26.43 -12.1% 4 qtrs
63 GABELLI FUNDS LLC 34.2K +— (+0.0%) 794.5K -70.3K (-8.1%) 0.03% +0.000 pp 0.01% -0.001 pp USD15.77 +47.3% 31 qtrs
64 JAFFETILCHIN INVESTMENT PARTNERS, LLC 34.0K +442.0 (+1.3%) 788.7K -58.6K (-6.9%) 0.03% +0.000 pp 0.05% -0.005 pp USD21.90 +6.1% 11 qtrs
65 COWA, LLC 33.6K +— (+0.0%) 779.6K -69.0K (-8.1%) 0.03% +0.000 pp 0.24% -0.045 pp USD4.48 +418.5% 21 qtrs
66 KESTRA ADVISORY SERVICES, LLC 33.2K -316.0 (-0.9%) 772.3K -76.3K (-9.0%) 0.03% 0.000 pp 0.00% -0.001 pp USD26.13 -11.1% 5 qtrs
67 RIVERFRONT INVESTMENT GROUP, LLC 32.0K +— (+0.0%) 743.4K -65.8K (-8.1%) 0.02% +0.000 pp 0.01% -0.002 pp USD25.00 -7.1% 6 qtrs
68 VIDENT ADVISORY, LLC 31.8K -3.3K (-9.5%) 737.9K -149.9K (-16.9%) 0.02% -0.003 pp 0.01% -0.002 pp USD24.02 -3.3% 10 qtrs
69 ROCKEFELLER CAPITAL MANAGEMENT L.P. 31.3K +6.1K (+24.4%) 727.7K +90.9K (+14.3%) 0.02% +0.005 pp 0.00% +0.000 pp USD20.86 +11.4% 11 qtrs
70 MARINER, LLC 31.0K +3.3K (+11.9%) 720.4K +19.9K (+2.8%) 0.02% +0.003 pp 0.00% +0.000 pp USD25.41 -8.6% 17 qtrs
71 HARTREE PARTNERS, LP 28.9K +28.9K (+100.0%) 671.0K +671.0K (+100.0%) 0.02% +0.023 pp 0.24% +0.243 pp USD23.23 +0.0% 1 qtrs NEW
72 STIFEL FINANCIAL CORP 28.8K +— (+0.0%) 669.2K -59.2K (-8.1%) 0.02% +0.000 pp 0.00% 0.000 pp USD20.22 +14.9% 31 qtrs
73 J.W. COLE ADVISORS, INC. 27.5K -563.0 (-2.0%) 637.8K -70.7K (-10.0%) 0.02% 0.000 pp 0.02% +0.002 pp USD20.18 +15.1% 16 qtrs
74 ALPHACORE CAPITAL LLC 27.2K +633.0 (+2.4%) 631.7K -39.9K (-5.9%) 0.02% +0.001 pp 0.01% -0.009 pp USD25.90 -10.3% 7 qtrs
75 AMERICAN FINANCIAL GROUP INC 25.5K +— (+0.0%) 592.4K -52.4K (-8.1%) 0.02% +0.000 pp 0.21% -0.034 pp USD19.84 +17.1% 11 qtrs
76 INTRUST BANK NA 25.3K -1.8K (-6.7%) 587.6K -97.6K (-14.2%) 0.02% -0.001 pp 0.05% -0.008 pp USD19.16 +21.2% 36 qtrs
77 FORMIDABLE ASSET MANAGEMENT, LLC 24.5K -1.5K (-5.7%) 569.3K -87.9K (-13.4%) 0.02% -0.001 pp 0.08% -0.021 pp USD19.61 +18.5% 11 qtrs
78 IMC-CHICAGO, LLC 23.8K +23.8K (+100.0%) 553.3K +553.3K (+100.0%) 0.02% +0.019 pp 0.00% +0.000 pp USD23.23 +0.0% 1 qtrs NEW
79 CAPTRUST FINANCIAL ADVISORS 22.2K +22.2K (+100.0%) 515.4K +515.4K (+100.0%) 0.02% +0.017 pp 0.00% +0.001 pp USD23.23 +0.0% 1 qtrs NEW
80 ROYAL BANK OF CANADA 21.6K +3.2K (+17.4%) 501.0K +37.0K (+8.0%) 0.02% +0.003 pp 0.00% +0.000 pp USD21.73 +6.9% 51 qtrs
81 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 21.5K +21.5K (+100.0%) 500.5K +500.5K (+100.0%) 0.02% +0.017 pp 0.00% +0.001 pp USD23.23 +0.0% 7 qtrs
82 COMMUNITY TRUST & INVESTMENT CO 21.0K +— (+0.0%) 487.8K -43.2K (-8.1%) 0.02% +0.000 pp 0.03% -0.003 pp USD18.23 +27.4% 21 qtrs
83 MERIDIAN WEALTH MANAGEMENT, LLC 20.5K +3.1K (+17.7%) 477.3K +35.9K (+8.1%) 0.02% +0.002 pp 0.02% 0.000 pp USD25.61 -9.3% 5 qtrs
84 SUMITOMO MITSUI TRUST HOLDINGS, INC. 20.0K +— (+0.0%) 464.6K -41.1K (-8.1%) 0.02% +0.000 pp 0.00% +0.000 pp USD7.86 +195.5% 31 qtrs
85 TEXAS YALE CAPITAL CORP. 19.0K +— (+0.0%) 440.8K -39.0K (-8.1%) 0.01% +0.000 pp 0.01% -0.002 pp USD16.22 +43.2% 31 qtrs
86 ADVISOR GROUP HOLDINGS, INC. 18.8K -2.7K (-12.7%) 436.7K -77.2K (-15.0%) 0.01% -0.002 pp 0.00% 0.000 pp USD23.07 +0.7% 24 qtrs
87 MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 17.0K +— (+0.0%) 394.9K -34.9K (-8.1%) 0.01% +0.000 pp 0.25% -0.010 pp USD22.53 +3.1% 10 qtrs
88 PEAK6 LLC 16.9K -7.7K (-31.3%) 392.6K -229.4K (-36.9%) 0.01% -0.006 pp 0.00% 0.000 pp USD26.19 -11.3% 5 qtrs
89 CADENT CAPITAL ADVISORS, LLC 16.8K +— (+0.0%) 389.7K -34.5K (-8.1%) 0.01% +0.000 pp 0.10% -0.012 pp USD23.14 +0.4% 8 qtrs
90 KESTRA PRIVATE WEALTH SERVICES, LLC 16.6K +1.9K (+12.9%) 385.7K +13.7K (+3.7%) 0.01% +0.002 pp 0.00% 0.000 pp USD22.44 +3.5% 8 qtrs
91 SECURITY NATIONAL BANK 15.9K +— (+0.0%) 370.1K -32.7K (-8.1%) 0.01% +0.000 pp 0.05% -0.009 pp USD25.29 -8.1% 2 qtrs
92 PARVIN ASSET MANAGEMENT, LLC 15.5K +15.1K (+3,344.4%) 360.1K +348.7K (+3,064.6%) 0.01% +0.012 pp 0.29% +0.276 pp USD23.31 -0.3% 3 qtrs
93 FORT SHERIDAN ADVISORS LLC 15.4K +1.0K (+7.3%) 358.4K -5.3K (-1.5%) 0.01% +0.001 pp 0.05% -0.002 pp USD26.88 -13.6% 4 qtrs
94 OPPENHEIMER & CO INC 15.3K +15.3K (+100.0%) 356.3K +356.3K (+100.0%) 0.01% +0.012 pp 0.01% +0.005 pp USD23.23 +0.0% 1 qtrs NEW
95 COMMERCE BANK 14.9K +14.9K (+100.0%) 345.6K +345.6K (+100.0%) 0.01% +0.012 pp 0.00% +0.002 pp USD23.23 +0.0% 1 qtrs NEW
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
1.38
Neutral
Buys
12
Sells
12
Shares acquired
293.4K
Shares disposed
212.8K
Cash buys
Cash sales
Net activity
+80,598
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-02-17 Whelan Timothy J Officer M-Exempt D Restricted unit 29,211 0.00 0 D
2026-02-17 Watson Mark Allen Officer M-Exempt D Restricted unit 12,317 0.00 0 D
2026-02-17 WYNNE THOMAS M Officer M-Exempt A Common unit 34,080 0.00 924,115 D
2026-02-17 Tholen Kirk Officer M-Exempt A Common unit 34,080 0.00 187,857 D
2026-02-17 MARSHALL CARY P Officer M-Exempt D Restricted unit 30,945 0.00 0 D
2026-02-17 CORDLE MEGAN J Officer M-Exempt D Restricted unit 6,086 0.00 0 D
2026-01-27 Whelan Timothy J Officer A-Award A Restricted unit 29,211 0.00 29,211 D
2026-01-27 Watson Mark Allen Officer A-Award A Restricted unit 12,317 0.00 12,317 D
2026-01-27 WYNNE THOMAS M Officer A-Award A Restricted unit 34,080 0.00 34,080 D
2026-01-27 Tholen Kirk Officer A-Award A Restricted unit 34,080 0.00 34,080 D
2026-01-27 MARSHALL CARY P Officer A-Award A Restricted unit 30,945 0.00 30,945 D
2026-01-27 CORDLE MEGAN J Officer A-Award A Restricted unit 6,086 0.00 6,086 D
2025-08-01 Parrish Jesse M. Officer Common Unit 0 0.00 390 D
2025-03-14 Whelan Timothy J Officer S-Sale D Common unit 50,000 25.13 1.26M 93,850 D
2025-02-10 Whelan Timothy J Officer M-Exempt D Restricted unit 46,802 0.00 0 D
2025-02-10 Watson Mark Allen Officer M-Exempt D Restricted unit 19,735 0.00 0 D
2025-02-10 WYNNE THOMAS M Officer M-Exempt D Restricted unit 54,602 0.00 0 D
2025-02-10 Tholen Kirk Officer M-Exempt A Common unit 78,003 0.00 188,399 D
2025-02-10 MARSHALL CARY P Officer M-Exempt D Restricted unit 29,173 0.00 0 D
2025-02-10 CORDLE MEGAN J Officer M-Exempt D Restricted unit 7,800 0.00 0 D
2025-01-28 Whelan Timothy J Officer A-Award A Restricted unit 46,802 0.00 46,802 D
2025-01-28 Watson Mark Allen Officer A-Award A Restricted unit 19,735 0.00 19,735 D
2025-01-28 WYNNE THOMAS M Officer A-Award A Restricted unit 54,602 0.00 54,602 D
2025-01-28 Tholen Kirk Officer A-Award A Restricted unit 78,003 0.00 78,003 D
2025-01-28 MARSHALL CARY P Officer A-Award A Restricted unit 29,173 0.00 29,173 D
2025-01-28 CORDLE MEGAN J Officer A-Award A Restricted unit 7,800 0.00 7,800 D
2024-12-16 Whelan Timothy J Officer D-Return D Phantom unit 35,378 0.00 0 D
2024-12-16 WYNNE THOMAS M Officer D-Return D Phantom unit 97,609 0.00 0 D
2024-12-16 Torrence Wilson M Director D-Return D Phantom unit 13,602 0.00 0 D
2024-12-16 Tholen Kirk Officer D-Return D Phantom unit 84,341 0.00 0 D
2024-12-16 MARSHALL CARY P Officer D-Return D Phantom unit 61,670 0.00 0 D
2024-12-16 DRUTEN ROBERT J Director D-Return D Phantom unit 16,568 0.00 0 D
2024-12-16 CRAFT JOSEPH W III Director / Officer / 10% Owner D-Return D Phantom unit 409,246 0.00 0 D
2024-12-13 Whelan Timothy J Officer S-Sale D Common unit 30,000 26.69 800.7K 117,946 D
2024-12-11 Whelan Timothy J Officer S-Sale D Common unit 10,000 26.25 262.5K 147,946 D
2024-12-11 McDaniel Ronna R. 0 0.00 0
2024-12-02 Whelan Timothy J Officer S-Sale D Common unit 10,000 28.00 280.0K 157,946 D
2024-11-14 Whelan Timothy J Officer A-Award A Phantom unit 914 0.00 35,378 D
2024-11-14 WYNNE THOMAS M Officer A-Award A Phantom unit 2,520 0.00 97,609 D
2024-11-14 Torrence Wilson M Director A-Award A Phantom unit 352 0.00 13,602 D
2024-11-14 Tholen Kirk Officer A-Award A Phantom unit 2,177 0.00 84,341 D
2024-11-14 MARSHALL CARY P Officer A-Award A Phantom unit 1,592 0.00 61,670 D
2024-11-14 DRUTEN ROBERT J Director A-Award A Phantom unit 428 0.00 16,568 D
2024-11-14 CRAFT JOSEPH W III Director / Officer / 10% Owner A-Award A Phantom unit 10,564 0.00 409,246 D
2024-08-14 Whelan Timothy J Officer A-Award A Phantom unit 1,002 0.00 34,464
2024-08-14 WYNNE THOMAS M Officer A-Award A Phantom unit 2,765 0.00 95,089
2024-08-14 Torrence Wilson M Director A-Award A Phantom unit 386 0.00 13,250
2024-08-14 Tholen Kirk Officer A-Award A Phantom unit 2,389 0.00 82,164
2024-08-14 SACHSE ROBERT G Officer A-Award A Phantom unit 2,817 0.00 96,873
2024-08-14 MARSHALL CARY P Officer A-Award A Phantom unit 1,747 0.00 60,078
2024-08-14 DRUTEN ROBERT J Director A-Award A Phantom unit 470 0.00 16,140
2024-08-14 CRAFT JOSEPH W III Director / Officer / 10% Owner A-Award A Phantom unit 11,590 0.00 398,682
2024-07-24 Watson Mark Allen Officer D Common Unit 0 0.00 25,000
2024-07-24 Vining Paul H 0 0.00 0
2024-05-15 Whelan Timothy J Officer A-Award A Phantom unit 1,001 0.00 33,462
2024-05-15 WYNNE THOMAS M Officer A-Award A Phantom unit 2,761 0.00 92,324
2024-05-15 Torrence Wilson M Director A-Award A Phantom unit 385 0.00 12,864
2024-05-15 Tholen Kirk Officer A-Award A Phantom unit 2,386 0.00 79,775
2024-05-15 SACHSE ROBERT G Officer A-Award A Phantom unit 2,813 0.00 94,056
2024-05-15 MARSHALL CARY P Officer A-Award A Phantom unit 1,745 0.00 58,331
2024-05-15 DRUTEN ROBERT J Director A-Award A Phantom unit 469 0.00 15,670
2024-05-15 CRAFT JOSEPH W III Director / Officer / 10% Owner A-Award A Phantom unit 11,575 0.00 387,092
2024-03-01 Schnitzer Steven C. Officer D Common Unit 0 0.00 4,725
2024-02-14 Whelan Timothy J Officer A-Award A Phantom unit 1,078 0.00 32,461
2024-02-14 WYNNE THOMAS M Officer A-Award A Phantom unit 2,973 0.00 89,563
2024-02-14 Torrence Wilson M Director A-Award A Phantom unit 415 0.00 12,479
2024-02-14 Tholen Kirk Officer A-Award A Phantom unit 2,569 0.00 77,389
2024-02-14 SACHSE ROBERT G Officer A-Award A Phantom unit 3,029 0.00 91,243
2024-02-14 MARSHALL CARY P Officer A-Award A Phantom unit 1,879 0.00 56,586
2024-02-14 Davis R Eberley Officer A-Award A Phantom unit 2,967 0.00 89,386
2024-02-14 DRUTEN ROBERT J Director A-Award A Phantom unit 505 0.00 15,201
2024-02-14 CRAFT JOSEPH W III Director / Officer / 10% Owner A-Award A Phantom unit 12,464 0.00 375,517
2024-02-08 Woodward D Andrew Officer M-Exempt A Common unit 27,500 20.58 566.0K 27,500
2024-02-08 Whelan Timothy J Officer M-Exempt A Common unit 99,010 20.58 2.04M 211,946
2024-02-08 WYNNE THOMAS M Officer M-Exempt A Common unit 138,610 20.58 2.85M 921,864
2024-02-08 Tholen Kirk Officer M-Exempt D Restricted unit 198,020 0.00 0
2024-02-08 SACHSE ROBERT G Officer F-InKind D Common unit 35,302 20.58 726.5K 287,445
2024-02-08 MARSHALL CARY P Officer M-Exempt D Restricted unit 64,160 0.00 0
2024-02-08 Davis R Eberley Officer M-Exempt A Common unit 119,800 20.58 2.47M 316,055
2024-02-08 CORDLE MEGAN J Officer M-Exempt A Common unit 14,850 20.58 305.6K 48,192
2024-01-24 Woodward D Andrew Officer A-Award A Restricted unit 27,500 0.00 27,500
2024-01-24 Whelan Timothy J Officer A-Award A Phantom unit 1,577 0.00 31,383
2024-01-24 WYNNE THOMAS M Officer A-Award A Restricted unit 138,610 0.00 138,610
2024-01-24 Tholen Kirk Officer A-Award A Phantom unit 9,283 0.00 74,820
2024-01-24 SACHSE ROBERT G Officer A-Award A Restricted unit 79,210 0.00 79,210
2024-01-24 MARSHALL CARY P Officer A-Award A Phantom unit 1,163 0.00 54,707
2024-01-24 Davis R Eberley Officer A-Award A Phantom unit 2,684 0.00 86,419
2024-01-24 CORDLE MEGAN J Officer A-Award A Restricted unit 14,850 0.00 14,850
2023-12-06 Mowry Kathleen 10% Owner S-Sale D Common Unit 34,492 20.05 691.6K 16,167,865
2023-12-05 Mowry Kathleen 10% Owner S-Sale D Common Unit 33,087 20.62 682.1K 16,202,357
2023-12-04 Mowry Kathleen 10% Owner S-Sale D Common Unit 19,826 21.06 417.6K 16,235,444
2023-12-01 Mowry Kathleen 10% Owner S-Sale D Common Unit 54,337 21.27 1.16M 16,255,270
2023-11-30 Mowry Kathleen 10% Owner S-Sale D Common Unit 12,716 21.02 267.2K 16,309,607
2023-11-29 Mowry Kathleen 10% Owner S-Sale D Common Unit 12,341 21.00 259.2K 16,322,323
2023-11-28 Mowry Kathleen 10% Owner S-Sale D Common Unit 25,149 21.19 532.9K 16,334,664
2023-11-27 Mowry Kathleen 10% Owner S-Sale D Common Unit 38,837 21.50 835.0K 16,359,813
2023-11-24 Mowry Kathleen 10% Owner S-Sale D Common Unit 13,950 22.00 306.9K 16,398,650
2023-11-17 Craft Mowry Kathleen 10% Owner S-Sale D Common Unit 47,425 21.66 1.03M 16,412,600
2023-11-16 Craft Mowry Kathleen 10% Owner S-Sale D Common Unit 13,587 21.68 294.6K 16,460,025
2023-11-15 Craft Mowry Kathleen 10% Owner S-Sale D Common Unit 74,485 22.37 1.67M 16,473,612
2023-11-14 Whelan Timothy J Officer A-Award A Phantom unit 902 0.00 29,806
2023-11-14 WYNNE THOMAS M Officer A-Award A Phantom unit 2,529 0.00 83,620
2023-11-14 Torrence Wilson M Director A-Award A Phantom unit 365 0.00 12,064
2023-11-14 Tholen Kirk Officer A-Award A Phantom unit 1,982 0.00 65,537
2023-11-14 SACHSE ROBERT G Officer A-Award A Phantom unit 2,624 0.00 86,779
2023-11-14 MARSHALL CARY P Officer A-Award A Phantom unit 1,620 0.00 53,544
2023-11-14 Davis R Eberley Officer A-Award A Phantom unit 2,532 0.00 83,735
2023-11-14 DRUTEN ROBERT J Director A-Award A Phantom unit 445 0.00 14,696
2023-11-14 Craft Mowry Kathleen 10% Owner S-Sale D Common Unit 32,891 22.45 738.4K 16,548,097
2023-11-14 CRAFT JOSEPH W III Director / Officer / 10% Owner A-Award A Phantom unit 10,978 0.00 363,053
2023-08-14 Whelan Timothy J Officer A-Award A Phantom unit 984 0.00 28,904
2023-08-14 WYNNE THOMAS M Officer A-Award A Phantom unit 2,760 0.00 81,091
2023-08-14 Torrence Wilson M Director A-Award A Phantom unit 399 0.00 11,699
2023-08-14 Tholen Kirk Officer A-Award A Phantom unit 2,163 0.00 63,555
2023-08-14 SACHSE ROBERT G Officer A-Award A Phantom unit 2,864 0.00 84,155
2023-08-14 MARSHALL CARY P Officer A-Award A Phantom unit 1,767 0.00 51,924
2023-08-14 Davis R Eberley Officer A-Award A Phantom unit 2,764 0.00 81,203
2023-08-14 DRUTEN ROBERT J Director A-Award A Phantom unit 485 0.00 14,251
2023-08-14 CRAFT JOSEPH W III Director / Officer / 10% Owner A-Award A Phantom unit 11,982 0.00 352,075
2023-05-15 Whelan Timothy J Officer A-Award A Phantom unit 959 0.00 27,920
2023-05-15 WYNNE THOMAS M Officer A-Award A Phantom unit 2,690 0.00 78,331
2023-05-15 Torrence Wilson M Director A-Award A Phantom unit 388 0.00 11,300
2023-05-15 Tholen Kirk Officer A-Award A Phantom unit 2,108 0.00 61,392
2023-05-15 SACHSE ROBERT G Officer A-Award A Phantom unit 2,791 0.00 81,291
2023-05-15 MARSHALL CARY P Officer A-Award A Phantom unit 1,722 0.00 50,157
2023-05-15 Davis R Eberley Officer A-Award A Phantom unit 2,693 0.00 78,439
2023-05-15 DRUTEN ROBERT J Director A-Award A Phantom unit 473 0.00 13,766
2023-05-15 CRAFT JOSEPH W III Director / Officer / 10% Owner A-Award A Phantom unit 11,676 0.00 340,093
2023-04-01 MARSHALL CARY P Officer I Common unit 0 0.00 93,125
2023-03-17 CRAFT JOSEPH W III Director / Officer / 10% Owner P-Purchase A Common Unit 48,741 18.25 889.5K 18,631,398
2023-03-16 CRAFT JOSEPH W III Director / Officer / 10% Owner P-Purchase A Common Unit 100,000 18.60 1.86M 18,582,657
2023-02-14 Whelan Timothy J Officer A-Award A Phantom unit 844 0.00 26,961
2023-02-14 WYNNE THOMAS M Officer A-Award A Phantom unit 2,366 0.00 75,641
2023-02-14 Torrence Wilson M Director A-Award A Phantom unit 342 0.00 10,912
2023-02-14 Tholen Kirk Officer A-Award A Phantom unit 1,855 0.00 59,284
2023-02-14 SACHSE ROBERT G Officer A-Award A Phantom unit 2,456 0.00 78,500
2023-02-14 Davis R Eberley Officer A-Award A Phantom unit 2,370 0.00 75,746
2023-02-14 DRUTEN ROBERT J Director A-Award A Phantom unit 416 0.00 13,293
2023-02-14 CRAFT JOSEPH W III Director / Officer / 10% Owner A-Award A Phantom unit 10,273 0.00 328,417
2023-02-14 CANTRELL BRIAN L Officer A-Award A Phantom unit 1,543 0.00 49,331
2023-02-08 Whelan Timothy J Officer M-Exempt A Common unit 72,792 21.61 1.57M 138,393
2023-02-08 WYNNE THOMAS M Officer M-Exempt D Restricted unit 101,629 0.00 0
2023-02-08 SACHSE ROBERT G Officer M-Exempt D Restricted unit 59,370 0.00 0
2023-02-08 Davis R Eberley Officer F-InKind D Common unit 31,969 21.61 690.9K 196,255
2023-02-08 CORDLE MEGAN J Officer F-InKind D Common unit 2,504 21.61 54.1K 33,342
2023-02-08 CANTRELL BRIAN L Officer F-InKind D Common unit 23,867 21.61 515.8K 234,617
2023-01-27 Whelan Timothy J Director A-Award A Phantom unit 1,738 0.00 26,117
2023-01-27 WYNNE THOMAS M Director A-Award A Phantom unit 3,102 0.00 73,275
2023-01-27 Tholen Kirk Director A-Award A Phantom unit 8,851 0.00 57,429
2023-01-27 SACHSE ROBERT G Director A-Award A Phantom unit 1,744 0.00 76,044
2023-01-27 Davis R Eberley Director A-Award A Phantom unit 3,061 0.00 73,376
2023-01-27 CANTRELL BRIAN L Director A-Award A Phantom unit 1,465 0.00 47,788
2022-12-21 CRAFT JOSEPH W III Director G-Gift D Common Unit 836,994 0.00 18,482,657
2022-11-14 Whelan Timothy J Director A-Award A Phantom unit 512 0.00 24,379
2022-11-14 WYNNE THOMAS M Director A-Award A Phantom unit 1,472 0.00 70,173
2022-11-14 Torrence Wilson M Director A-Award A Phantom unit 222 0.00 10,570
2022-11-14 Tholen Kirk Director A-Award A Phantom unit 1,019 0.00 48,578
2022-11-14 SACHSE ROBERT G Director A-Award A Phantom unit 1,559 0.00 74,300
2022-11-14 Davis R Eberley Director A-Award A Phantom unit 1,475 0.00 70,315
2022-11-14 DRUTEN ROBERT J Director A-Award A Phantom unit 271 0.00 12,877
2022-11-14 CRAFT JOSEPH W III Director A-Award A Phantom unit 6,673 0.00 318,144
2022-11-14 CANTRELL BRIAN L Director A-Award A Phantom unit 972 0.00 46,323
2022-09-14 Woodward D Andrew 0 0.00 0
2022-08-12 Whelan Timothy J Director A-Award A Phantom unit 419 0.00 23,867
2022-08-12 WYNNE THOMAS M Director A-Award A Phantom unit 1,206 0.00 68,701
2022-08-12 Torrence Wilson M Director A-Award A Phantom unit 182 0.00 10,348
2022-08-12 Tholen Kirk Director A-Award A Phantom unit 835 0.00 47,559
2022-08-12 SACHSE ROBERT G Director A-Award A Phantom unit 1,277 0.00 72,741
2022-08-12 Davis R Eberley Director A-Award A Phantom unit 1,208 0.00 68,840
2022-08-12 DRUTEN ROBERT J Director A-Award A Phantom unit 222 0.00 12,606
2022-08-12 CRAFT JOSEPH W III Director A-Award A Phantom unit 5,465 0.00 311,471
2022-08-12 CANTRELL BRIAN L Director A-Award A Phantom unit 796 0.00 45,351
2022-05-13 Whelan Timothy J Officer A-Award A Phantom unit 439 0.00 23,448
2022-05-13 WYNNE THOMAS M Officer A-Award A Phantom unit 1,263 0.00 67,495
2022-05-13 Torrence Wilson M Director A-Award A Phantom unit 191 0.00 10,166
2022-05-13 Tholen Kirk Officer A-Award A Phantom unit 875 0.00 46,724
2022-05-13 SACHSE ROBERT G Officer A-Award A Phantom unit 1,337 0.00 71,464
2022-05-13 Davis R Eberley Officer A-Award A Phantom unit 1,266 0.00 67,632
2022-05-13 DRUTEN ROBERT J Director A-Award A Phantom unit 232 0.00 12,384
2022-05-13 CRAFT JOSEPH W III Officer A-Award A Phantom unit 5,725 0.00 306,006
2022-05-13 CANTRELL BRIAN L Officer A-Award A Phantom unit 834 0.00 45,555
2022-03-01 CORDLE MEGAN J Officer D Common unit 0 0.00 28,392
2022-02-14 Whelan Timothy J Officer A-Award A Phantom unit 418 0.00 23,009
2022-02-14 WYNNE THOMAS M Officer A-Award A Phantom unit 1,203 0.00 66,232
2022-02-14 Torrence Wilson M Director A-Award A Phantom unit 182 0.00 9,975
2022-02-14 Tholen Kirk Officer A-Award A Phantom unit 833 0.00 45,849
2022-02-14 SACHSE ROBERT G Officer A-Award A Phantom unit 1,274 0.00 70,127
2022-02-14 Davis R Eberley Officer A-Award A Phantom unit 1,205 0.00 66,366
2022-02-14 DRUTEN ROBERT J Director A-Award A Phantom unit 221 0.00 12,152
2022-02-14 CRAFT JOSEPH W III Director / Officer / 10% Owner A-Award A Phantom unit 5,452 0.00 300,281
2022-02-14 CANTRELL BRIAN L Officer A-Award A Phantom unit 794 0.00 43,721
2022-01-26 Whelan Timothy J Officer A-Award A Phantom unit 571 0.00 22,591
2022-01-26 WYNNE THOMAS M Officer A-Award A Phantom unit 1,613 0.00 65,029
2022-01-26 Tholen Kirk Officer A-Award A Phantom unit 7,240 0.00 45,016
2022-01-26 SACHSE ROBERT G Officer A-Award A Phantom unit 919 0.00 68,853
2022-01-26 Davis R Eberley Officer A-Award A Phantom unit 1,469 0.00 65,161
2022-01-26 CANTRELL BRIAN L Officer A-Award A Phantom unit 573 0.00 42,927
2022-01-12 ROBINSON JOHN H Director S-Sale D Common unit 3,000 14.50 43.5K 7,462
2022-01-07 ROBINSON JOHN H Director S-Sale D Common unit 8,000 13.80 110.4K 10,462
2021-11-12 Whelan Timothy J Officer A-Award A Phantom unit 379 0.00 22,020

Executive team

Top executives
EBIT / Employee
102.9K
Shares Outstanding
128.66M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2021 Kirk D. Tholen Senior Vice President; also President Alliance Minerals, LLC 509.6K 500.0K 1.19M 540.0K 152.7K 2.90M 41.23%
2 2021 Thomas M. Wynne Senior Vice President and Chief Operating Officer 411.8K 835.8K 400.0K 43.6K 1.69M 49.42%
3 2021 R. Eberley Davis Senior Vice President, General Counsel and Secretary 351.6K 722.4K 365.0K 41.8K 1.48M 48.78%
4 2021 Brian L. Cantrell, Senior Vice President and Chief Financial Officer 309.8K 567.2K 250.0K 30.4K 1.16M 49.00%
5 2021 Joseph W. Craft III President, Chief Executive Officer and Chairman 1.00 1.00 0.00%
6 2020 Kirk D. Tholen Senior Vice President; also President Alliance Minerals, LLC 500.0K 500.0K 862.8K 500.0K 421.8K 2.78M 30.98%
7 2020 Thomas M. Wynne Senior Vice President and Chief Operating Officer 411.8K 391.9K 1.11M 267.6K 2.19M 50.98%
8 2020 R. Eberley Davis Senior Vice President, General Counsel and Secretary 351.6K 377.2K 964.1K 248.5K 1.94M 49.66%
9 2020 Brian L. Cantrell, Senior Vice President and Chief Financial Officer 309.8K 289.5K 757.0K 181.8K 1.54M 49.21%
10 2020 Joseph W. Craft III President, Chief Executive Officer and Chairman 1.00 1.00 0.00%
11 2019 Kirk D. Tholen Senior Vice President; also President Alliance Minerals, LLC 500.0K 1.02M 83.0K 70.0K 1.67M 60.88%
12 2019 Thomas M. Wynne Senior Vice President and Chief Operating Officer 398.2K 774.3K 280.0K 80.3K 1.53M 50.51%
13 2019 R. Eberley Davis Senior Vice President, General Counsel and Secretary 341.2K 674.0K 274.0K 86.8K 1.38M 48.99%
14 2019 Brian L. Cantrell, Senior Vice President and Chief Financial Officer 299.8K 529.2K 213.0K 66.6K 1.11M 47.73%
15 2019 Joseph W. Craft III President, Chief Executive Officer and Chairman 1.00 13.0K 13.0K 0.00%
16 2008 Robert G. Sachse, Executive Vice President-Marketing 262.0K 216.1K 190.0K 99.0K 767.0K 28.17%
17 2008 R. Eberley Davis Senior Vice President, General Counsel and Secretary 236.4K 70.0K 149.3K 180.0K 80.8K 716.6K 20.84%
18 2008 Brian L. Cantrell, Senior Vice President— Chief Financial Officer 218.6K 205.2K 170.0K 82.2K 676.0K 30.36%
19 2008 Charles R. Wesley, Executive Vice President, and Director 236.3K 94.6K 200.0K 113.5K 644.3K 14.68%
20 2008 Joseph W. Craft III, President, Chief Executive Officer and Director 334.8K 181.5K 516.3K 0.00%
21 2007 Joseph W. Craft III, President, Chief Executive Officer and Director 334.8K 372.0K 206.0K 912.8K 40.75%
22 2007 Robert G. Sachse, Executive Vice President-Marketing 250.0K 185.0K 150.5K 110.0K 92.3K 787.8K 19.10%
23 2007 Charles R. Wesley, Executive Vice President, and Director 236.3K 232.8K 116.3K 585.4K 39.77%
24 2007 Brian L. Cantrell, Senior Vice President— Chief Financial Officer 210.0K 183.0K 100.0K 64.2K 557.2K 32.85%
25 2006 Joseph W. Craft III, President, Chief Executive Officer and Director 334.8K 1.07M 302.8K 1.70M 62.58%
26 2006 Charles R. Wesley, Executive Vice President, and Director 236.3K 482.9K 161.7K 880.9K 54.82%
27 2006 Brian L. Cantrell, Senior Vice President— Chief Financial Officer 202.1K 241.6K 125.0K 68.8K 637.5K 37.89%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-08 SD
2026-05-08 10-Q
2026-04-27 8-K
2026-04-07 8-K
2026-02-26 10-K
2026-02-19 4
2026-02-19 4
2026-02-19 4
2026-02-19 4
2026-02-19 4

Executive team

NameTitleCompensationGender
Steven C. Schnitzer Senior Vice President, General Counsel & Secretary of Alliance Resource Management GP, LLC 1M male
Thomas Wynne Senior Vice President & Chief Operating Officer of Alliance Resource Management GP, LLC 1M male
Kirk D. Tholen Senior Vice President of Alliance Resource Management GP, LLC & President of Alliance Minerals, LLC 1M male
Timothy J. Whelan Senior Vice President of Sales & Marketing - Alliance Coal, LLC 767.1K male
Cary Marshall Senior Vice President & Chief Financial Officer of Alliance Resource Management GP, LLC 677.0K male
Joseph W. Craft Chairman, President & Chief Executive Officer of Alliance Resource Management GP, LLC 1 male
Megan J. Cordle Vice President, Controller & Chief Accounting Officer of Alliance Resource Management GP, LLC female
Mark Allen Watson SVP of Operations & Technology and CEO of Matrix Design Group, LLC male
Jesse Parrish Senior VP & Chief Commercial Officer of Alliance Coal male
ESG Rating
B-
COAL
Rank: 15 out of 16
2009
E (Environmental)
63.1 / 63.4
Company / Sector avg.
S (Social)
75.8 / 62.2
Company / Sector avg.
G (Governance)
66.0 / 62.2
Company / Sector avg.
ESG Total
68.3 / 62.6
Company / Sector avg.
ESG Score History COAL
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2026-02-13 2026-03-03 Virginia Foxx NC05 Purchase $1,001 - $15,000
2025-11-17 2025-12-02 Virginia Foxx NC05 Purchase $1,001 - $15,000
2025-11-14 2025-12-02 Virginia Foxx NC05 Purchase $1,001 - $15,000
2025-09-25 2025-10-07 Virginia Foxx NC05 Sale $1,001 - $15,000
2025-08-14 2025-09-10 Virginia Foxx NC05 Purchase $1,001 - $15,000
2025-05-15 2025-06-04 Virginia Foxx NC05 Purchase $1,001 - $15,000
2025-03-07 2025-04-07 Virginia Foxx NC05 Sale $15,001 - $50,000
2025-02-14 2025-03-03 Virginia Foxx NC05 Purchase $1,001 - $15,000
2024-12-06 2025-01-06 Virginia Foxx NC05 Sale (Partial) $15,001 - $50,000
2024-11-14 2024-12-11 Virginia Foxx NC05 Joint Purchase $1,001 - $15,000
2024-08-14 2024-09-04 Virginia Foxx NC05 Purchase $1,001 - $15,000
2024-02-26 2024-03-07 Virginia Foxx NC05 Joint Purchase $1,001 - $15,000
2024-02-23 2024-03-07 Virginia Foxx NC05 Joint Purchase $1,001 - $15,000
2024-02-15 2024-03-07 Virginia Foxx NC05 Joint Purchase $1,001 - $15,000
2023-08-16 2023-09-05 Virginia Foxx NC05 Joint Purchase $1,001 - $15,000
2023-05-16 2023-06-02 Virginia Foxx NC05 Joint Purchase $1,001 - $15,000
2023-05-10 2023-06-02 Virginia Foxx NC05 Joint Purchase $1,001 - $15,000
2023-05-08 2023-06-02 Virginia Foxx NC05 Joint Purchase $1,001 - $15,000
2023-03-10 2023-04-04 Virginia Foxx NC05 Joint Purchase $1,001 - $15,000
2023-02-15 2023-03-03 Virginia Foxx NC05 Joint Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits