Alliance Resource Partners, L.P. (ARLP)
Tulsa, OK, US
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.
4 articles
- Alliance Resource Partners (ARLP) Upgraded to Strong Buy: Here's Why Zacks Investment Research
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| SIMPLIFICATION TRANSACTIONS | AHGP | 2018-03-29 | View |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.86% | -0.44% | -6.61% | -6.19% | +1.97% | +6.97% | -4.53% | +41.03% | +299.52% | +69.62% | +428.72% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 2 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 1 |
30.00
+21.5%
|
| All Time | 1 |
30.00
+21.5%
|
-
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)
* 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.
| 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
|
| 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
Ownership Overview
| # | 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)
| # | 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 |
Insider Activity
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
No Senate trading activity found for this company.
| 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 | ↗ |
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Community Opinion for ARLP
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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