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Mission Produce, Inc. (AVO)

USD13.33 -0.03 (-0.26%)
US NASDAQ Consumer Defensive Food Distribution
Address 2710 Camino Del Sol 93030
Oxnard, CA, US
CEO John Pawlowski
IPO 2020-10-02
CIK 1802974 ISIN US60510V1089

Explore sections of this company profile

Description

Mission Produce, Inc. is a prominent global entity that oversees the entire avocado value chain, from cultivation and processing to packaging and ultimate distribution across the United States and internationally. The company operates through two distinct segments: International Farming and Marketing and Distribution. Beyond its core operations, it provides additional value-added services such as fruit ripening, customized packaging solutions, and efficient logistical management. The firm caters to a broad clientele, encompassing retailers, wholesalers, and the foodservice sector. Founded in 1983, its headquarters are located in Oxnard, California.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
Calavo Growers, Inc. CVGW 2026-03-09 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
USD13.33 -0.03 (-0.26%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
0.50
Float Shares
39.78M
Free Float %
56.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.08% -6.82% -22.71% -26.69% -15.18% -12.84% -12.09% -19.25% -54.05% -26.74% -26.74%
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
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

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 (6 ratings, all time) Buy
Price Targets & DCF
Current price
13.33
Low 15.00 +12.6%
Consensus 19.00 +42.6%
Median 15.00 +12.6%
High 27.00 +102.6%
Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 4 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 3
19.00
+42.6%
Quality scores
Altman Z-Score
3.15
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
B-
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
4 / 5
High
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Food Distribution: +7.7%
    +12.7% Q2'26: -23.5% (vs Q2'25)
  • EPS growth Food Distribution: +4.1%
    +1.9% Q2'26: -328.8% (vs Q2'25)
  • FCF margin FCF growth · Food Distribution: +15.4%
    +2.4% Q2'26: -10.0% (vs Q2'25)
  • EBIT margin Food Distribution: +3.6%
    +5.1% Q2'26: +0.0% (vs Q2'25)
  • ROIC Food Distribution: +6.5%
    +6.2% Q2'26: +0.0% (vs Q2'25)
  • Share dilution Food Distribution: +0.0%
    +0.2% Q2'26: -0.6% (vs Q2'25)
  • Debt / EBITDA Net debt/EBITDA · Food Distribution: 0.80×
    1.90× Q2'26: -0.33× (vs Q2'25)
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 (0.50) × ERP
WACC = 78% × Ke + 22% × Kd (4.7%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 13.33
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 Oct 2020
actual
Oct 2021
actual
Oct 2022
actual
Oct 2023
actual
Oct 2024
actual
Oct 2025
actual
Oct 2026
2 Rev. Ana.
2 EPS Ana.
Oct 2027
2 Rev. Ana.
2 EPS Ana.
Oct 2028
1 Rev. Ana.
1 EPS Ana.
Oct 2029
1 Rev. Ana.
Oct 2030
1 Rev. Ana.
Revenue
862.30M
est: 860.93M (+0.2%)
891.70M
est: 920.60M (-3.1%)
1.05B
est: 1.06B (-1.4%)
953.90M
est: 999.10M (-4.5%)
1.23B
est: 1.15B (+7.5%)
1.39B
est: 1.37B (+1.8%)
1.15B
1.13B – 1.17B
-16.0% YoY
1.18B
1.17B – 1.21B
+3.1% YoY
1.38B
1.36B – 1.41B
+16.6% YoY
1.45B
1.44B – 1.48B
+5.2% YoY
1.53B
1.51B – 1.56B
+5.2% YoY
EBITDA
86.50M
est: 59.52M (+45.3%)
94.40M
est: 90.62M (+4.2%)
4.40M
est: 61.99M (-92.9%)
43.50M
est: 64.23M (-32.3%)
110.70M
est: 73.84M (+49.9%)
105.90M
est: 87.83M (+20.6%)
73.82M
72.90M – 75.31M
-16.0% YoY
76.14M
75.19M – 77.68M
+3.1% YoY
88.81M
87.70M – 90.60M
+16.6% YoY
93.46M
92.30M – 95.35M
+5.2% YoY
98.36M
97.14M – 100.35M
+5.2% YoY
EBIT
68.40M
est: 35.00M (+95.4%)
69.70M
est: 61.67M (+13.0%)
-25.70M
est: -16.43M (-56.4%)
10.70M
est: 35.01M (-69.4%)
73.00M
est: 40.24M (+81.4%)
71.30M
est: 47.86M (+49.0%)
40.23M
39.73M – 41.04M
-16.0% YoY
41.49M
40.98M – 42.33M
+3.1% YoY
48.40M
47.80M – 49.38M
+16.6% YoY
50.93M
50.30M – 51.96M
+5.2% YoY
53.61M
52.94M – 54.69M
+5.2% YoY
Net Income
28.80M
est: 51.96M (-44.6%)
44.90M
est: 48.28M (-7.0%)
-34.60M
est: -2.71M (-1,175.7%)
-2.80M
est: 6.00M (-146.7%)
36.70M
est: 37.64M (-2.5%)
37.70M
est: 50.54M (-25.4%)
46.84M
45.85M – 47.83M
-7.3% YoY
49.95M
48.89M – 51.00M
+6.6% YoY
43.60M
42.81M – 44.66M
-12.7% YoY
— – —
-100.0% YoY
— – —
SGA
56.20M
est: 62.16M (-9.6%)
62.40M
est: 59.22M (+5.4%)
77.50M
est: 162.47M (-52.3%)
76.40M
est: 72.56M (+5.3%)
86.80M
est: 83.41M (+4.1%)
95.50M
est: 99.21M (-3.7%)
83.38M
82.35M – 85.07M
-16.0% YoY
86.00M
84.93M – 87.74M
+3.1% YoY
100.32M
99.07M – 102.34M
+16.6% YoY
105.57M
104.26M – 107.71M
+5.2% YoY
111.11M
109.73M – 113.36M
+5.2% YoY
EPS
0.41
est: 0.73 (-43.8%)
0.64
est: 0.77 (-16.8%)
-0.49
est: 0.46 (-207.5%)
-0.04
est: 0.08 (-146.7%)
0.52
est: 0.53 (-1.0%)
0.53
est: 0.71 (-24.8%)
0.65
0.64 – 0.67
-7.3% YoY
0.70
0.69 – 0.71
+6.6% YoY
0.61
0.60 – 0.63
-12.4% YoY
— – —
-100.0% YoY
— – —
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-06-08 B- 2/5 1/5 2/5 3/5 4/5 1/5 3/5
2026-06-05 B- 3/5 1/5 3/5 3/5 3/5 2/5 3/5
2026-06-04 B- 3/5 1/5 3/5 3/5 3/5 2/5 3/5
2026-06-03 B- 3/5 1/5 3/5 3/5 3/5 2/5 3/5
2026-06-02 B- 3/5 1/5 3/5 3/5 3/5 2/5 3/5
2026-06-01 B- 3/5 1/5 3/5 3/5 3/5 2/5 3/5
2026-05-28 B- 3/5 1/5 3/5 3/5 3/5 2/5 3/5
2026-05-27 B- 3/5 1/5 3/5 3/5 3/5 2/5 3/5
2026-05-26 B- 3/5 1/5 3/5 3/5 3/5 2/5 3/5
2026-05-22 B- 2/5 1/5 3/5 3/5 2/5 2/5 3/5
2026-05-21 B- 3/5 1/5 3/5 4/5 2/5 2/5 3/5
2026-05-20 B- 3/5 1/5 3/5 4/5 2/5 2/5 3/5
2026-05-19 B- 3/5 1/5 3/5 4/5 2/5 2/5 3/5
2026-05-18 B- 3/5 1/5 3/5 4/5 2/5 2/5 3/5
2026-05-15 B- 3/5 1/5 3/5 4/5 2/5 2/5 3/5
2026-05-14 B- 3/5 1/5 3/5 4/5 2/5 2/5 3/5
2026-05-13 B- 3/5 1/5 3/5 4/5 2/5 2/5 3/5
2026-05-12 B- 3/5 1/5 3/5 4/5 2/5 2/5 3/5
2026-05-11 B- 3/5 1/5 3/5 4/5 2/5 2/5 3/5
2026-05-08 B- 2/5 1/5 2/5 4/5 2/5 2/5 3/5
2026-05-07 B- 2/5 1/5 2/5 4/5 2/5 2/5 3/5
2026-05-06 B- 2/5 1/5 2/5 4/5 2/5 2/5 3/5
2026-05-05 B- 2/5 1/5 2/5 4/5 2/5 2/5 3/5
2026-05-04 B- 2/5 1/5 2/5 4/5 2/5 2/5 3/5
2026-05-01 B- 2/5 1/5 2/5 4/5 2/5 2/5 3/5
2026-04-30 B- 2/5 1/5 2/5 4/5 2/5 2/5 3/5
2026-04-29 B- 2/5 1/5 2/5 4/5 2/5 2/5 3/5
2026-04-28 B- 2/5 1/5 2/5 4/5 2/5 2/5 3/5
2026-04-27 B- 2/5 1/5 2/5 4/5 2/5 2/5 3/5
2026-04-24 B- 2/5 1/5 2/5 4/5 2/5 2/5 3/5
2026-04-23 B- 2/5 1/5 2/5 4/5 2/5 2/5 3/5
2026-04-22 B- 2/5 1/5 2/5 4/5 2/5 2/5 3/5
2026-04-21 B- 2/5 1/5 2/5 4/5 2/5 2/5 3/5
2026-04-20 B- 2/5 1/5 2/5 4/5 2/5 2/5 3/5
2026-04-17 B- 2/5 1/5 2/5 4/5 2/5 2/5 3/5
2026-04-16 B- 2/5 1/5 2/5 4/5 2/5 2/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
50.64M
OE per share TTM
0.71
Owner's Yield
7.08%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
48.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
178
Total invested
373.47M
Insider transactions (90d)
1
Beneficial owners (>5%)
7
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Bruce C. Taylor 9.92M 14.00% 9.53M 9.53M 9.53M IN 2022-02-02
2 Luis A. Gonzalez 9.66M 13.70% 9.65M 9.65M 9.65M IN 2022-02-02
3 Rosario del Pilar Vallejos Hinojosa 9.65M 13.70% 9.65M 9.65M 9.65M IN 2022-02-02
4 Taylor Family Investments LLC 9.53M 13.50% 9.53M 9.53M 9.53M CO 2022-02-02
5 Stephen J. Barnard 6.34M 9.00% 5.15M 5.15M 5.15M IN 2022-02-02
6 NUANCE INVESTMENTS, LLC 4.62M 6.53% 4.62M 4.62M IA 4900 MAIN STREET, SUITE 220 KANSAS CITY, MO 64112 2024-02-05
7 (1) BlackRock, Inc. 3.56M 5.00% 3.46M 3.56M HC Delaware 2024-02-02

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
178
+19 vs prev Q
New positions
46
Closed positions
31
Increased
99
Reduced
50
Put/Call ratio
0.11
Calls held
1.38M
Puts held
150.0K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 3.62M +57.9K (+1.6%) 42.03M -826.0K (-1.9%) 5.08% -0.013 pp 0.00% +0.000 pp USD12.61 -8.0% 6 qtrs
2 VANGUARD GROUP INC 2.87M -10.3K (-0.4%) 33.31M -1.3M (-3.8%) 4.03% -0.091 pp 0.00% +0.000 pp USD16.16 -28.2% 21 qtrs
3 DIMENSIONAL FUND ADVISORS LP 2.69M +118.8K (+4.6%) 31.20M +299.0K (+1.0%) 3.78% +0.109 pp 0.01% 0.000 pp USD11.40 +1.8% 13 qtrs
4 AMERICAN CENTURY COMPANIES INC 1.10M +93.5K (+9.3%) 12.74M +662.9K (+5.5%) 1.54% +0.109 pp 0.01% +0.000 pp USD12.43 -6.7% 13 qtrs
5 STATE STREET CORP 1.05M -52.1K (-4.7%) 12.19M -1.1M (-8.1%) 1.47% -0.102 pp 0.00% 0.000 pp USD16.31 -28.9% 21 qtrs
6 GEODE CAPITAL MANAGEMENT, LLC 1.05M +3.7K (+0.4%) 12.17M -395.6K (-3.1%) 1.47% -0.022 pp 0.00% 0.000 pp USD15.50 -25.2% 21 qtrs
7 1.05M +1.0M (+100.0%) 12.13M +12.1M (+100.0%) 1.47% +1.466 pp 3.23% +3.225 pp USD11.60 +0.0% 1 qtrs NEW
8 INTEGRATED ADVISORS NETWORK LLC 816.0K -25.0K (-3.0%) 9.47M -643.2K (-6.4%) 1.14% -0.057 pp 0.42% -0.006 pp USD18.38 -36.9% 18 qtrs
9 WALNUT LEVEL CAPITAL LLC 790.4K -285.2K (-26.5%) 9.17M -3.8M (-29.1%) 1.11% -0.425 pp 6.25% -1.485 pp USD11.43 +1.5% 8 qtrs
10 QUBE RESEARCH & TECHNOLOGIES LTD 534.8K +192.5K (+56.2%) 6.20M +2.1M (+50.8%) 0.75% +0.263 pp 0.01% +0.002 pp USD12.22 -5.1% 6 qtrs
11 GOLDMAN SACHS GROUP INC 510.3K +108.1K (+26.9%) 5.92M +1.1M (+22.4%) 0.72% +0.141 pp 0.00% +0.000 pp USD12.79 -9.3% 21 qtrs
12 NUANCE INVESTMENTS, LLC 491.8K +47.5K (+10.7%) 5.70M +364.6K (+6.8%) 0.69% +0.055 pp 0.63% +0.085 pp USD12.79 -9.3% 21 qtrs
13 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 437.0K +70.0K (+19.1%) 5.07M +658.3K (+14.9%) 0.61% +0.090 pp 0.00% +0.000 pp USD12.29 -5.6% 8 qtrs
14 COMMONWEALTH EQUITY SERVICES, LLC 404.3K -3.8K (-0.9%) 4.69M -215.6K (-4.4%) 0.57% -0.016 pp 0.01% 0.000 pp USD11.72 -1.0% 8 qtrs
15 NORTHERN TRUST CORP 367.4K -30.5K (-7.7%) 4.26M -520.9K (-10.9%) 0.52% -0.052 pp 0.00% 0.000 pp USD16.03 -27.6% 21 qtrs
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 351.2K -404.0 (-0.1%) 4.07M -152.4K (-3.6%) 0.49% -0.010 pp 0.00% +0.000 pp USD14.47 -19.8% 21 qtrs
17 LIDO ADVISORS, LLC 272.2K +— (+0.0%) 3.27M +— (+0.0%) 0.38% -0.007 pp 0.01% -0.001 pp USD12.12 -4.3% 11 qtrs
18 MORGAN STANLEY 270.5K -23.8K (-8.1%) 3.14M -400.0K (-11.3%) 0.38% -0.041 pp 0.00% +0.000 pp USD13.04 -11.0% 21 qtrs
19 UBS GROUP AG 247.8K +38.9K (+18.6%) 2.87M +363.2K (+14.5%) 0.35% +0.049 pp 0.00% +0.000 pp USD11.27 +2.9% 21 qtrs
20 JANE STREET GROUP, LLC 213.1K -22.9K (-9.7%) 2.47M -365.1K (-12.9%) 0.30% -0.038 pp 0.00% 0.000 pp USD12.02 -3.5% 9 qtrs
21 CUTLER INVESTMENT COUNSEL LLC 211.8K -1.0K (-0.5%) 2.46M -101.0K (-3.9%) 0.30% -0.007 pp 0.26% -0.013 pp USD20.20 -42.6% 19 qtrs
22 D. E. SHAW & CO., INC. 187.6K -8.2K (-4.2%) 2.18M -177.4K (-7.5%) 0.26% -0.016 pp 0.00% 0.000 pp USD12.53 -7.4% 7 qtrs
23 BANK OF NEW YORK MELLON CORP 167.4K +4.4K (+2.7%) 1.94M -17.3K (-0.9%) 0.23% +0.002 pp 0.00% +0.000 pp USD13.98 -17.0% 21 qtrs
24 LAZARD ASSET MANAGEMENT LLC 165.9K -59.9K (-26.5%) 1.92M -789.5K (-29.1%) 0.23% -0.090 pp 0.00% 0.000 pp USD11.23 +3.3% 9 qtrs
25 UBS ASSET MANAGEMENT AMERICAS INC 137.1K -2.3K (-1.6%) 1.59M -84.7K (-5.1%) 0.19% -0.007 pp 0.00% +0.000 pp USD11.69 -0.8% 12 qtrs
26 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 128.6K -94.8K (-42.4%) 1.49M -1.2M (-44.5%) 0.18% -0.139 pp 0.00% -0.005 pp USD12.63 -8.2% 6 qtrs
27 BNP PARIBAS ARBITRAGE, SNC 123.7K +111.8K (+941.6%) 1.44M +1.3M (+905.2%) 0.17% +0.157 pp 0.00% +0.001 pp USD11.73 -1.1% 5 qtrs
28 LOS ANGELES CAPITAL MANAGEMENT LLC 123.1K -19.9K (-13.9%) 1.41M -309.5K (-18.0%) 0.17% -0.032 pp 0.00% -0.001 pp USD14.09 -17.7% 5 qtrs
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 117.3K +97.8K (+501.5%) 1.36M +1.1M (+480.5%) 0.16% +0.137 pp 0.00% +0.000 pp USD11.67 -0.6% 14 qtrs
30 EXODUSPOINT CAPITAL MANAGEMENT, LP 115.7K +115.7K (+100.0%) 1.34M +1.3M (+100.0%) 0.16% +0.162 pp 0.01% +0.011 pp USD11.60 +0.0% 1 qtrs NEW
31 JACOBS LEVY EQUITY MANAGEMENT, INC 108.3K +56.0K (+107.0%) 1.26M +627.2K (+99.8%) 0.15% +0.078 pp 0.00% +0.002 pp USD11.80 -1.7% 2 qtrs
32 RENAISSANCE TECHNOLOGIES LLC 104.8K -221.2K (-67.9%) 1.22M -2.7M (-69.0%) 0.15% -0.319 pp 0.00% -0.003 pp USD12.11 -4.2% 6 qtrs
33 WEDGE CAPITAL MANAGEMENT L L P/NC 100.0K +958.0 (+1.0%) 1.16M -30.5K (-2.6%) 0.14% -0.001 pp 0.02% +0.001 pp USD11.99 -3.3% 6 qtrs
34 SWISS NATIONAL BANK 90.5K +8.4K (+10.2%) 1.05M +63.0K (+6.4%) 0.13% +0.010 pp 0.00% +0.000 pp USD15.06 -23.0% 19 qtrs
35 NUVEEN, LLC 83.9K -4.3K (-4.9%) 973.6K -87.2K (-8.2%) 0.12% -0.008 pp 0.00% +0.000 pp USD10.48 +10.7% 4 qtrs
36 INVESCO LTD. 81.2K -8.2K (-9.1%) 942.0K -132.2K (-12.3%) 0.11% -0.014 pp 0.00% +0.000 pp USD11.92 -2.7% 19 qtrs
37 BARCLAYS PLC 80.9K +13.8K (+20.5%) 938.0K +77.8K (+9.0%) 0.11% +0.018 pp 0.00% +0.000 pp USD12.08 -4.0% 16 qtrs
38 PANAGORA ASSET MANAGEMENT INC 77.9K +2.2K (+2.8%) 903.2K -6.9K (-0.8%) 0.11% +0.001 pp 0.00% -0.001 pp USD10.55 +10.0% 4 qtrs
39 MARSHALL WACE, LLP 77.2K +77.2K (+100.0%) 895.9K +895.9K (+100.0%) 0.11% +0.108 pp 0.00% +0.001 pp USD11.60 +0.0% 8 qtrs
40 CERITY PARTNERS LLC 77.0K +77.0K (+100.0%) 892.9K +892.9K (+100.0%) 0.11% +0.108 pp 0.00% +0.001 pp USD11.60 +0.0% 4 qtrs
41 MILLENNIUM MANAGEMENT LLC 75.6K -27.8K (-26.9%) 876.7K -365.9K (-29.4%) 0.11% -0.042 pp 0.00% 0.000 pp USD12.02 -3.5% 8 qtrs
42 CITADEL ADVISORS LLC 75.0K -112.3K (-59.9%) 870.1K -1.4M (-61.3%) 0.11% -0.162 pp 0.00% 0.000 pp USD12.38 -6.3% 6 qtrs
43 RBF CAPITAL, LLC 74.4K +— (+0.0%) 863.2K -31.3K (-3.5%) 0.10% -0.002 pp 0.04% -0.002 pp USD13.14 -11.7% 7 qtrs
44 PRUDENTIAL FINANCIAL INC 74.3K -116.9K (-61.1%) 862.1K -1.4M (-62.5%) 0.10% -0.169 pp 0.00% -0.002 pp USD11.68 -0.7% 5 qtrs
45 MARTINGALE ASSET MANAGEMENT L P 73.9K -420.0 (-0.6%) 857.0K -36.1K (-4.0%) 0.10% -0.003 pp 0.02% -0.001 pp USD11.65 -0.4% 6 qtrs
46 IQ EQ FUND MANAGEMENT (IRELAND) LTD 71.2K -8.6K (-10.8%) 825.5K -133.0K (-13.9%) 0.10% -0.014 pp 0.06% -0.008 pp USD13.28 -12.7% 20 qtrs
47 QUANTINNO CAPITAL MANAGEMENT LP 67.3K +12.2K (+22.2%) 781.2K +118.8K (+17.9%) 0.09% +0.016 pp 0.00% 0.000 pp USD11.83 -1.9% 3 qtrs
48 WELLS FARGO & COMPANY/MN 63.5K +15.1K (+31.3%) 737.0K +155.2K (+26.7%) 0.09% +0.020 pp 0.00% +0.000 pp USD12.99 -10.7% 21 qtrs
49 ADVISORS ASSET MANAGEMENT, INC. 63.1K +2.3K (+3.8%) 731.8K +1.0K (+0.1%) 0.09% +0.002 pp 0.01% 0.000 pp USD11.30 +2.7% 8 qtrs
50 FOURTH SAIL CAPITAL LP 62.5K +62.5K (+100.0%) 725.3K +725.3K (+100.0%) 0.09% +0.088 pp 0.12% +0.116 pp USD11.60 +0.0% 1 qtrs NEW
51 RHUMBLINE ADVISERS 59.5K -11.7K (-16.4%) 690.3K -165.2K (-19.3%) 0.08% -0.018 pp 0.00% 0.000 pp USD17.04 -31.9% 19 qtrs
52 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 49.6K -29.3K (-37.1%) 575.9K -373.0K (-39.3%) 0.07% -0.043 pp 0.01% -0.006 pp USD11.91 -2.6% 3 qtrs
53 BANK OF AMERICA CORP /DE/ 48.8K +15.7K (+47.4%) 566.6K +168.4K (+42.3%) 0.07% +0.021 pp 0.00% +0.000 pp USD11.84 -2.0% 21 qtrs
54 TEACHER RETIREMENT SYSTEM OF TEXAS 47.1K -26.0K (-35.6%) 546.8K -332.8K (-37.8%) 0.07% -0.038 pp 0.00% -0.002 pp USD13.01 -10.8% 5 qtrs
55 TREXQUANT INVESTMENT LP 46.4K -60.1K (-56.5%) 538.0K -742.3K (-58.0%) 0.07% -0.087 pp 0.00% -0.008 pp USD12.86 -9.8% 8 qtrs
56 STATE OF WISCONSIN INVESTMENT BOARD 45.3K -1.7K (-3.6%) 526.0K -39.3K (-6.9%) 0.06% -0.003 pp 0.00% 0.000 pp USD12.88 -9.9% 16 qtrs
57 OXFORD ASSET MANAGEMENT LLP 45.1K +45.1K (+100.0%) 523.4K +523.4K (+100.0%) 0.06% +0.063 pp 0.21% +0.213 pp USD11.60 +0.0% 1 qtrs NEW
58 POINT72 ASSET MANAGEMENT, L.P. 45.1K +45.1K (+100.0%) 523.3K +523.3K (+100.0%) 0.06% +0.063 pp 0.00% +0.001 pp USD11.60 +0.0% 1 qtrs NEW
59 HSBC HOLDINGS PLC 45.0K +29.5K (+191.6%) 519.7K +335.0K (+181.4%) 0.06% +0.041 pp 0.00% +0.000 pp USD11.74 -1.2% 5 qtrs
60 MAGNETAR FINANCIAL LLC 44.0K +31.9K (+263.2%) 510.0K +364.5K (+250.5%) 0.06% +0.044 pp 0.01% +0.004 pp USD11.34 +2.3% 6 qtrs
61 AQR CAPITAL MANAGEMENT LLC 43.6K +2.1K (+5.1%) 506.3K +7.3K (+1.5%) 0.06% +0.002 pp 0.00% 0.000 pp USD11.49 +1.0% 6 qtrs
62 ALLIANCEBERNSTEIN L.P. 43.2K +4.0 (+0.0%) 501.0K -18.1K (-3.5%) 0.06% -0.001 pp 0.00% +0.000 pp USD10.99 +5.6% 17 qtrs
63 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43.2K -16.6K (-27.8%) 501.0K -217.7K (-30.3%) 0.06% -0.025 pp 0.00% 0.000 pp USD14.70 -21.1% 21 qtrs
64 ALGERT GLOBAL LLC 42.5K -69.2K (-61.9%) 493.0K -849.0K (-63.3%) 0.06% -0.100 pp 0.01% -0.015 pp USD11.61 -0.1% 6 qtrs
65 LEGAL & GENERAL GROUP PLC 42.3K +8.0K (+23.2%) 490.6K +78.0K (+18.9%) 0.06% +0.010 pp 0.00% +0.000 pp USD12.58 -7.8% 21 qtrs
66 DEUTSCHE BANK AG\ 42.1K +2.9K (+7.4%) 488.7K +17.1K (+3.6%) 0.06% +0.003 pp 0.00% +0.000 pp USD14.09 -17.7% 21 qtrs
67 INSPIRE INVESTING, LLC 40.6K +2.7K (+7.2%) 470.5K +15.5K (+3.4%) 0.06% +0.003 pp 0.04% -0.002 pp USD11.99 -3.3% 2 qtrs
68 LPL FINANCIAL LLC 39.2K -2.4K (-5.7%) 454.5K -45.1K (-9.0%) 0.05% -0.004 pp 0.00% +0.000 pp USD12.94 -10.4% 6 qtrs
69 CAMPBELL & CO INVESTMENT ADVISER LLC 35.8K +11.5K (+47.1%) 415.2K +122.8K (+42.0%) 0.05% +0.016 pp 0.02% -0.002 pp USD12.01 -3.4% 5 qtrs
70 PHARVISION ADVISERS, LLC 35.6K +18.1K (+103.7%) 412.5K +202.7K (+96.6%) 0.05% +0.025 pp 0.21% +0.091 pp USD11.81 -1.8% 2 qtrs
71 ATRIA INVESTMENTS, INC 31.0K +2.4K (+8.3%) 359.5K +15.5K (+4.5%) 0.04% +0.003 pp 0.00% +0.000 pp USD12.70 -8.7% 6 qtrs
72 GALLAGHER FIDUCIARY ADVISORS, LLC 30.9K +2.2K (+7.5%) 358.3K +13.0K (+3.8%) 0.04% +0.002 pp 0.01% -0.001 pp USD12.72 -8.8% 6 qtrs
73 COMERICA BANK 30.7K +112.0 (+0.4%) 356.4K -11.6K (-3.1%) 0.04% -0.001 pp 0.00% +0.000 pp USD12.12 -4.3% 10 qtrs
74 METLIFE INVESTMENT MANAGEMENT, LLC 28.9K +— (+0.0%) 335.0K -12.1K (-3.5%) 0.04% -0.001 pp 0.00% +0.000 pp USD16.38 -29.2% 19 qtrs
75 FRANKLIN RESOURCES INC 28.3K +— (+0.0%) 327.7K -11.9K (-3.5%) 0.04% -0.001 pp 0.00% +0.000 pp USD10.48 +10.7% 4 qtrs
76 PRINCIPAL FINANCIAL GROUP INC 28.1K +7.8K (+38.6%) 325.6K +82.1K (+33.7%) 0.04% +0.010 pp 0.00% +0.000 pp USD11.69 -0.8% 3 qtrs
77 MARINER, LLC 27.9K +9.9K (+55.2%) 323.9K +107.7K (+49.8%) 0.04% +0.014 pp 0.00% +0.000 pp USD10.88 +6.6% 16 qtrs
78 SG AMERICAS SECURITIES, LLC 26.5K +3.3K (+14.3%) 308.0K +29.0K (+10.4%) 0.04% +0.004 pp 0.00% -0.001 pp USD11.60 +0.0% 18 qtrs
79 CREATIVE PLANNING 25.7K +10.8K (+72.3%) 298.3K +118.9K (+66.3%) 0.04% +0.015 pp 0.00% +0.000 pp USD11.67 -0.6% 8 qtrs
80 PRICE T ROWE ASSOCIATES INC /MD/ 25.5K +3.0K (+13.4%) 296.0K +25.0K (+9.2%) 0.04% +0.004 pp 0.00% +0.000 pp USD11.01 +5.4% 10 qtrs
81 VERITION FUND MANAGEMENT LLC 24.9K +8.3K (+49.8%) 289.3K +89.2K (+44.6%) 0.04% +0.011 pp 0.00% +0.000 pp USD11.68 -0.7% 5 qtrs
82 QUADRATURE CAPITAL LTD 23.9K +23.9K (+100.0%) 276.9K +276.9K (+100.0%) 0.03% +0.034 pp 0.00% +0.003 pp USD11.60 +0.0% 1 qtrs NEW
83 ENTRYPOINT CAPITAL, LLC 22.7K +22.7K (+100.0%) 263.7K +263.7K (+100.0%) 0.03% +0.032 pp 0.10% +0.103 pp USD11.60 +0.0% 9 qtrs
84 FOX RUN MANAGEMENT, L.L.C. 20.2K +20.2K (+100.0%) 233.8K +233.8K (+100.0%) 0.03% +0.028 pp 0.04% +0.036 pp USD11.60 +0.0% 1 qtrs NEW
85 AMERIPRISE FINANCIAL INC 20.1K +20.1K (+100.0%) 232.8K +232.8K (+100.0%) 0.03% +0.028 pp 0.00% +0.000 pp USD11.60 +0.0% 1 qtrs NEW
86 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 19.8K +7.0 (+0.0%) 230.0K -8.2K (-3.5%) 0.03% 0.000 pp 0.00% +0.000 pp USD10.03 +15.7% 7 qtrs
87 XTX TOPCO LTD 19.3K -2.1K (-9.7%) 223.4K -32.9K (-12.8%) 0.03% -0.004 pp 0.01% -0.007 pp USD12.02 -3.5% 8 qtrs
88 PRELUDE CAPITAL MANAGEMENT, LLC 18.7K -2.2K (-10.6%) 216.5K -34.4K (-13.7%) 0.03% -0.004 pp 0.02% -0.004 pp USD12.02 -3.5% 8 qtrs
89 ZACKS INVESTMENT MANAGEMENT 18.6K +18.6K (+100.0%) 215.7K +215.7K (+100.0%) 0.03% +0.026 pp 0.00% +0.002 pp USD11.60 +0.0% 1 qtrs NEW
90 JANUS HENDERSON GROUP PLC 18.2K +— (+0.0%) 211.1K -7.9K (-3.6%) 0.03% 0.000 pp 0.00% +0.000 pp USD11.11 +4.4% 12 qtrs
91 INTECH INVESTMENT MANAGEMENT LLC 18.1K -2.8K (-13.6%) 209.7K -41.7K (-16.6%) 0.03% -0.005 pp 0.00% 0.000 pp USD12.24 -5.2% 6 qtrs
92 BALYASNY ASSET MANAGEMENT L.P. 18.1K +18.1K (+100.0%) 209.6K +209.6K (+100.0%) 0.03% +0.025 pp 0.00% +0.000 pp USD11.60 +0.0% 1 qtrs NEW
93 JPMORGAN CHASE & CO 17.4K -279.0 (-1.6%) 202.0K -10.7K (-5.0%) 0.02% -0.001 pp 0.00% +0.000 pp USD13.96 -16.9% 21 qtrs
94 DIVERSIFIED TRUST CO 17.3K +2.2K (+14.2%) 200.7K +18.6K (+10.2%) 0.02% +0.003 pp 0.00% +0.000 pp USD10.81 +7.3% 4 qtrs
95 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 17.0K +— (+0.0%) 196.8K -7.1K (-3.5%) 0.02% 0.000 pp 0.00% +0.000 pp USD12.64 -8.2% 17 qtrs
96 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 15.6K +259.0 (+1.7%) 181.4K -3.5K (-1.9%) 0.02% +0.000 pp 0.00% +0.000 pp USD10.66 +8.8% 4 qtrs
97 MANUFACTURERS LIFE INSURANCE COMPANY, THE 14.3K +627.0 (+4.6%) 166.1K +1.5K (+0.9%) 0.02% +0.001 pp 0.00% +0.000 pp USD13.30 -12.8% 19 qtrs
98 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 13.9K +— (+0.0%) 160.8K -5.8K (-3.5%) 0.02% 0.000 pp 0.00% +0.000 pp USD9.80 +18.4% 11 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 94 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Global Agriculture Index ETF COW.TO 0.65% 1.33M 0.71%
2 iShares US Small Cap Value Factor ETF SVAL 0.37% 728.4K 0.20%
3 iShares Agribusiness UCITS ETF ISAG.L 0.28% 1.28M 0.55%
4 Inspire Small/Mid Cap ETF ISMD 0.22% 732.8K 0.53%
5 VictoryShares Small Cap Free Cash Flow ETF SFLO 0.19% 1.21M 0.56%
6 Innovator U.S. Small Cap Managed Floor ETF RFLR 0.11% 99.3K 0.89%
7 Fidelity MSCI Consumer Staples Index ETF FSTA 0.09% 1.28M 0.08%
8 iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV 0.09% 261.2K 0.20%
9 JPMorgan Diversified Return U.S. Small Cap Equity ETF JPSE 0.08% 469.1K 0.29%
10 Vanguard Consumer Staples ETF VDC 0.08% 7.10M 0.09%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
6.00
Bullish
Ratio by volume
3.00
Bullish
Buys
12
Sells
2
Shares acquired
173.4K
Shares disposed
10.6K
Cash buys
Cash sales
Net activity
+162,812
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
2026-05-28 HOLMGREN KATHLEEN M Director A-Award A COMMON STOCK 26,384 0.00 33,824 D
2026-04-09 Taylor Bruce C. Director A-Award A COMMON STOCK 8,240 0.00 745,505 D
2026-04-09 Stone Douglas M Director A-Award A COMMON STOCK 8,240 0.00 11,637 D
2026-04-09 Sims Michael B Director A-Award A COMMON STOCK 8,240 0.00 18,208 D
2026-04-09 Sarsam Tony B Director A-Award A COMMON STOCK 8,240 0.00 33,270 D
2026-04-09 SEGRE LINDA B Director A-Award A COMMON STOCK 8,240 0.00 65,221 D
2026-04-09 Pawlowski John Officer A-Award A COMMON STOCK 42,071 0.00 121,267 D
2026-04-09 Pack Jay A Director A-Award A COMMON STOCK 8,240 0.00 403,965 D
2026-04-09 Gonzalez Luis A Director / 10% Owner F-InKind D COMMON STOCK 3,271 14.70 48.1K 45,751 D
2026-04-09 Flanagan Laura Jean Director A-Award A COMMON STOCK 8,240 0.00 15,487 D
2026-04-09 Barnard Stephen J Director / Officer A-Award A COMMON STOCK 31,554 0.00 287,459 D
2026-04-05 Pawlowski John Officer F-InKind D COMMON STOCK 7,286 14.44 105.2K 79,196 D
2026-03-17 Globalharvest Holdings Venture Ltd 10% Owner P-Purchase A Common Stock 3,695 11.94 44.1K 9,991,577 D
2026-03-16 Globalharvest Holdings Venture Ltd 10% Owner P-Purchase A Common Stock 176,765 11.87 2.10M 9,987,882 D
2026-03-13 Globalharvest Holdings Venture Ltd 10% Owner P-Purchase A Common Stock 40,509 11.99 485.7K 9,811,117 D
2026-03-06 Wu Joanne C Officer A-Award A COMMON STOCK 7,063 0.00 93,892 D
2026-01-22 Globalharvest Holdings Venture Ltd 10% Owner P-Purchase A Common Stock 71,750 13.80 990.2K 9,770,608 D
2026-01-21 Globalharvest Holdings Venture Ltd 10% Owner P-Purchase A Common Stock 237,270 12.92 3.07M 9,698,858 D
2026-01-20 Globalharvest Holdings Venture Ltd 10% Owner P-Purchase A Common Stock 300,000 12.50 3.75M 9,461,588 D
2026-01-16 Globalharvest Holdings Venture Ltd 10% Owner P-Purchase A Common Stock 324,302 12.37 4.01M 9,161,588 D
2026-01-15 Globalharvest Holdings Venture Ltd 10% Owner P-Purchase A Common Stock 360,231 11.22 4.04M 8,837,286 D
2026-01-09 Globalharvest Holdings Venture Ltd 10% Owner L-Small A Common Stock 682 12.00 8.2K 7,851,582 D
2026-01-08 Globalharvest Holdings Venture Ltd 10% Owner P-Purchase A Common Stock 13,683 11.96 163.6K 7,850,900 D
2026-01-07 Wu Joanne C Officer F-InKind D COMMON STOCK 12,650 11.79 149.1K 86,829 D
2026-01-07 Ricketts Damian Officer F-InKind D COMMON STOCK 4,446 11.79 52.4K 13,656 D
2026-01-07 Globalharvest Holdings Venture Ltd 10% Owner P-Purchase A Common Stock 7,472 11.61 86.7K 7,837,217 D
2026-01-07 Giles Bryan E Officer F-InKind D COMMON STOCK 17,621 11.79 207.8K 151,931 D
2026-01-07 Barnard Stephen J Director / Officer F-InKind D COMMON STOCK 38,297 11.79 451.5K 255,905 D
2026-01-06 Wu Joanne C Officer F-InKind D COMMON STOCK 3,085 11.66 36.0K 57,877 D
2026-01-06 Ricketts Damian Officer F-InKind D COMMON STOCK 1,278 11.66 14.9K 5,853 D
2026-01-06 Pawlowski John Officer F-InKind D COMMON STOCK 5,005 11.66 58.4K 69,377 D
2026-01-06 Globalharvest Holdings Venture Ltd 10% Owner P-Purchase A Common Stock 2,480 11.64 28.9K 7,829,745 D
2026-01-06 Giles Bryan E Officer F-InKind D COMMON STOCK 4,296 11.66 50.1K 114,780 D
2026-01-06 Barnard Stephen J Director / Officer F-InKind D COMMON STOCK 5,232 11.66 61.0K 172,953 D
2026-01-05 Wu Joanne C Officer F-InKind D COMMON STOCK 4,813 11.59 55.8K 60,962 D
2026-01-05 Ricketts Damian Officer F-InKind D COMMON STOCK 606 11.59 7.0K 5,247 D
2026-01-05 Globalharvest Holdings Venture Ltd 10% Owner P-Purchase A Common Stock 64,089 11.57 741.5K 7,827,265 D
2026-01-05 Giles Bryan E Officer F-InKind D COMMON STOCK 6,671 11.59 77.3K 119,076 D
2026-01-05 Barnard Stephen J Director / Officer F-InKind D COMMON STOCK 8,202 11.59 95.1K 178,185 D
2026-01-02 Globalharvest Holdings Venture Ltd 10% Owner P-Purchase A Common Stock 88,864 11.58 1.03M 7,763,176 D
2025-12-31 Globalharvest Holdings Venture Ltd 10% Owner P-Purchase A Common Stock 104,899 11.59 1.22M 7,674,312 D
2025-12-30 Globalharvest Holdings Venture Ltd 10% Owner P-Purchase A Common Stock 96,190 11.61 1.12M 7,569,413 D
2025-12-29 Globalharvest Holdings Venture Ltd 10% Owner P-Purchase A Common Stock 59,761 11.60 693.2K 7,473,223 D
2025-12-26 Globalharvest Holdings Venture Ltd 10% Owner P-Purchase A Common Stock 13,679 11.64 159.2K 7,413,462 D
2025-12-24 Globalharvest Holdings Venture Ltd 10% Owner P-Purchase A Common Stock 15,365 11.60 178.2K 7,399,783 D
2025-12-23 Globalharvest Holdings Venture Ltd 10% Owner P-Purchase A Common Stock 112,505 11.61 1.31M 7,384,418 D
2025-12-08 Taylor Bruce C. Director G-Gift D COMMON STOCK 20,000 0.00 737,265 D
2025-11-26 Stone Douglas M Director A-Award A COMMON STOCK 3,397 0.00 3,397 D
2025-11-11 Globalharvest Holdings Venture Ltd 10% Owner P-Purchase A Common Stock 25,914 12.48 323.4K 7,271,913 D
2025-11-10 Globalharvest Holdings Venture Ltd 10% Owner P-Purchase A Common Stock 5,262 12.46 65.6K 7,245,999 D
2025-11-07 Globalharvest Holdings Venture Ltd 10% Owner P-Purchase A Common Stock 3,545 12.03 42.6K 7,240,737 D
2025-11-06 Taylor Bruce C. Director G-Gift D COMMON_STOCK 20,840 0.00 5,180,193 I
2025-11-06 Globalharvest Holdings Venture Ltd 10% Owner P-Purchase A Common Stock 72,165 11.94 861.7K 7,237,192 D
2025-11-05 Globalharvest Holdings Venture Ltd 10% Owner P-Purchase A Common Stock 784 11.70 9.2K 7,165,027 D
2025-11-04 Globalharvest Holdings Venture Ltd 10% Owner P-Purchase A Common Stock 49,055 11.69 573.5K 7,164,243 D
2025-11-03 Globalharvest Holdings Venture Ltd 10% Owner Common Stock 0 0.00 7,115,188 D
2025-09-18 Taylor Family Investments, LLC Director / 10% Owner J-Other D COMMON STOCK 1,800,000 0.00 5,201,033 I
2025-09-17 Taylor Family Investments, LLC Director / 10% Owner J-Other D COMMON STOCK 872,605 0.00 7,001,033 I
2025-06-30 Flanagan Laura Jean Director A-Award A COMMON STOCK 7,247 0.00 7,247 D
2025-06-10 Giles Bryan E Officer S-Sale D COMMON STOCK 3,500 11.43 40.0K 131,062 D
2025-05-05 Sims Michael B Director A-Award A Common Stock 9,968 0.00 9,968 D
2025-04-10 Taylor Bruce C. Director / 10% Owner A-Award A COMMON STOCK 10,902 0.00 484,660 D
2025-04-10 Sarsam Tony B Director A-Award A COMMON STOCK 10,902 0.00 25,030 D
2025-04-10 SEGRE LINDA B Director A-Award A COMMON STOCK 10,902 0.00 56,981 D
2025-04-10 Pack Jay A Director A-Award A COMMON STOCK 10,902 0.00 395,725 D
2025-04-10 Lind Bonnie Cruickshank Director A-Award A COMMON STOCK 10,902 0.00 67,481 D
2025-04-10 Gonzalez Luis A Director / 10% Owner F-InKind D COMMON STOCK 2,543 9.74 24.8K 40,782 D
2025-04-10 Beebe Steve A Director A-Award A COMMON STOCK 10,902 0.00 53,410 D
2025-04-05 Pawlowski John Officer F-InKind D COMMON STOCK 5,124 10.10 51.8K 74,382 D
2025-03-20 Wiesner Juan R Officer S-Sale D COMMON STOCK 75,153 10.08 757.5K 1,000,000 I
2025-03-19 Wiesner Juan R Officer S-Sale D COMMON STOCK 75,153 10.08 757.5K 1,075,153 I
2025-03-18 Wiesner Juan R Officer S-Sale D COMMON STOCK 21,892 10.05 220.0K 21,412 D
2025-03-08 Wu Joanne C Officer F-InKind D COMMON STOCK 685 11.96 8.2K 69,833 D
2025-01-19 Ricketts Damian Officer COMMON STOCK 0 0.00 7,131 D
2025-01-08 Taylor Family Investments, LLC Director / 10% Owner S-Sale D COMMON STOCK 930 12.56 11.7K 7,873,638 I
2025-01-06 Wu Joanne C Officer F-InKind D COMMON STOCK 2,581 13.20 34.1K 52,243 D
2025-01-06 Wiesner Juan R Officer F-InKind D COMMON STOCK 2,171 13.20 28.7K 35,994 D
2025-01-06 Pawlowski John Officer A-Award A COMMON STOCK 36,550 0.00 79,506 D
2025-01-06 Giles Bryan E Officer F-InKind D COMMON STOCK 4,112 13.20 54.3K 109,708 D
2025-01-06 Barnard Stephen J Director / Officer F-InKind D COMMON STOCK 10,919 13.20 144.1K 152,884 D
2025-01-05 Wu Joanne C Officer F-InKind D COMMON STOCK 3,478 14.10 49.0K 54,824 D
2025-01-05 Wiesner Juan R Officer F-InKind D COMMON STOCK 1,030 14.10 14.5K 38,165 D
2025-01-05 Giles Bryan E Officer F-InKind D COMMON STOCK 5,169 14.10 72.9K 113,820 D
2025-01-05 Barnard Stephen J Director / Officer F-InKind D COMMON STOCK 7,370 14.10 103.9K 163,803 D
2025-01-03 Wu Joanne C Officer F-InKind D COMMON STOCK 1,923 14.10 27.1K 58,302 D
2025-01-03 Wiesner Juan R Officer F-InKind D COMMON STOCK 2,006 14.10 28.3K 39,195 D
2025-01-03 Taylor Family Investments, LLC Director / 10% Owner J-Other D COMMON STOCK 100,000 0.00 7,874,568 I
2025-01-03 Giles Bryan E Officer F-InKind D COMMON STOCK 3,148 14.10 44.4K 118,989 D
2025-01-03 Barnard Stephen J Director / Officer F-InKind D COMMON STOCK 10,216 14.10 144.0K 171,173 D
2025-01-02 Taylor Family Investments, LLC Director / 10% Owner J-Other D COMMON STOCK 345,434 0.00 8,174,568 I
2025-01-02 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 300 14.49 4.3K 7,175,319 I
2024-12-31 Gonzalez Luis A Director / 10% Owner S-Sale D COMMOM STOCK 34,022 14.49 492.9K 7,175,619 I
2024-12-31 Barnard Stephen J Director / Officer S-Sale D COMMON STOCK 2,656 14.50 38.5K 1,784,794 I
2024-12-30 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 18,278 14.49 264.9K 256,722 I
2024-12-30 Giles Bryan E Officer M-Exempt A COMMON STOCK 15,000 12.00 180.0K 137,137 D
2024-12-30 Barnard Stephen J Director / Officer S-Sale D COMMON STOCK 3,516 14.51 51.0K 1,787,451 I
2024-12-27 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 20,000 14.18 283.6K 275,000 I
2024-12-26 Barnard Stephen J Director / Officer S-Sale D COMMON STOCK 51,924 14.53 754.6K 1,790,966 I
2024-12-20 Pack Jay A Director S-Sale D COMMON STOCK 9,165 14.09 129.2K 1,065,160 I
2024-12-11 Taylor Bruce C. Director / 10% Owner G-Gift D COMMON STOCK 15,800 0.00 432,324 D
2024-11-07 Pack Jay A Director S-Sale D COMMON STOCK 2,365 14.06 33.3K 1,074,325 I
2024-11-06 Pack Jay A Director S-Sale D COMMON STOCK 38,470 14.06 540.9K 1,076,690 I
2024-09-23 Taylor Family Investments, LLC Director / 10% Owner S-Sale D COMMON STOCK 100 13.28 1.3K 8,630,002 I
2024-09-20 Pack Jay A Director S-Sale D COMMON STOCK 22,000 13.41 295.0K 1,115,160 I
2024-09-19 Taylor Family Investments, LLC Director / 10% Owner S-Sale D COMMON STOCK 100,000 13.35 1.34M 8,730,102 I
2024-09-19 Pack Jay A Director S-Sale D COMMON STOCK 44,397 13.51 599.8K 1,137,160 I
2024-09-18 Taylor Family Investments, LLC Director / 10% Owner S-Sale D COMMON STOCK 98,680 13.23 1.31M 8,830,102
2024-09-18 Pack Jay A Director S-Sale D COMMON STOCK 5,603 13.49 75.6K 1,181,557 I
2024-09-17 Taylor Family Investments, LLC Director / 10% Owner S-Sale D COMMON STOCK 198,392 13.00 2.58M 8,928,782
2024-09-17 Pack Jay A Director 0 0.00 0
2024-09-17 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 3,200 13.25 42.4K 7,209,641
2024-09-16 Taylor Family Investments, LLC Director / 10% Owner S-Sale D COMMON STOCK 959 13.00 12.5K 9,127,174
2024-09-16 Pack Jay A Director S-Sale D COMMON STOCK 30,377 12.96 393.7K 530,173
2024-09-13 Taylor Family Investments, LLC Director / 10% Owner S-Sale D COMMON STOCK 100,985 13.20 1.33M 9,128,133
2024-09-13 Pack Jay A Director S-Sale D COMMON STOCK 58,889 13.11 772.0K 560,550
2024-09-13 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 6,773 13.27 89.9K 7,212,841
2024-09-12 Pack Jay A Director S-Sale D COMMON STOCK 104,111 13.14 1.37M 619,439
2024-09-12 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 51,615 13.28 685.4K 7,219,614
2024-09-12 Giles Bryan E Officer S-Sale D COMMON STOCK 4,458 13.20 58.8K 122,137
2024-09-12 Barnard Stephen J Director / Officer S-Sale D COMMON STOCK 16,720 13.02 217.7K 181,389
2024-09-11 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 12,000 13.20 158.4K 111,000
2024-09-10 Gonzalez Luis A Director / 10% Owner 0 0.00 0
2024-05-14 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 3,000 12.59 37.8K 7,448,233
2024-05-13 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 8,668 12.23 106.0K 337,500
2024-05-10 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 18,832 12.14 228.6K 346,168
2024-05-09 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 15,687 12.00 188.2K 7,451,233
2024-04-24 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 31,157 11.22 349.6K 7,466,920
2024-04-23 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 35,429 11.42 404.6K 7,498,077
2024-04-22 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 34,617 11.37 393.6K 7,533,506
2024-04-19 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 106,466 11.53 1.23M 7,568,123
2024-04-18 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 61,893 11.50 711.8K 7,674,589
2024-04-17 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 30,438 11.49 349.7K 7,736,482
2024-04-11 Taylor Bruce C. Director / 10% Owner A-Award A COMMON STOCK 8,475 0.00 448,124
2024-04-11 Sarsam Tony B Director A-Award A COMMON STOCK 8,475 0.00 14,128
2024-04-11 SEGRE LINDA B Director A-Award A COMMON STOCK 8,475 0.00 46,079
2024-04-11 Pack Jay A Director A-Award A COMMON STOCK 8,475 0.00 723,550
2024-04-11 Lind Bonnie Cruickshank Director A-Award A COMMON STOCK 8,475 0.00 56,579
2024-04-11 Gonzalez Luis A Director / 10% Owner A-Award A COMMON STOCK 8,475 0.00 32,423
2024-04-11 Beebe Steve A Director A-Award A COMMON STOCK 3,390 0.00 42,508
2024-04-08 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 117 12.00 1.4K 7,766,920
2024-04-05 Pawlowski John Officer A-Award A COMMON STOCK 42,956 0.00 42,956
2024-04-05 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 1 12.00 12.00 7,767,037
2024-04-01 Pawlowski John Officer 0 0.00 0
2024-03-28 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 6,869 12.01 82.5K 7,767,038
2024-03-21 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 88 12.00 1.1K 7,773,907
2024-03-19 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 7,183 12.01 86.3K 7,773,995
2024-03-18 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 42,008 12.07 507.0K 7,781,178
2024-03-15 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 49,403 12.04 594.8K 7,823,186
2024-03-14 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 501 12.00 6.0K 7,872,589
2024-03-13 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 43,893 12.05 528.9K 7,873,090
2024-03-12 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 231,250 11.83 2.74M 7,916,983
2024-03-08 Wu Joanne C Officer F-InKind D COMMON STOCK 683 11.01 7.5K 60,225
2024-01-06 Wu Joanne C Officer F-InKind D COMMON STOCK 2,965 10.02 29.7K 60,908
2024-01-06 Wiesner Juan R Officer F-InKind D COMMON STOCK 2,171 10.02 21.8K 1,181,208
2024-01-06 Giles Bryan E Officer F-InKind D COMMON STOCK 4,033 10.02 40.4K 126,595
2024-01-06 Barnard Stephen J Director / Officer F-InKind D COMMON STOCK 10,328 10.02 103.5K 198,109
2024-01-05 Wu Joanne C Officer A-Award A COMMON STOCK 25,747 0.00 63,873
2024-01-05 Wiesner Juan R Officer A-Award A COMMON STOCK 10,299 0.00 10,299
2024-01-05 Giles Bryan E Officer A-Award A COMMON STOCK 35,016 0.00 130,628
2024-01-05 Barnard Stephen J Director / Officer A-Award A COMMON STOCK 61,792 0.00 208,437
2024-01-03 Wu Joanne C Officer F-InKind D COMMON STOCK 1,918 10.18 19.5K 38,126
2024-01-03 Wiesner Juan R Officer F-InKind D COMMON STOCK 2,006 10.18 20.4K 1,183,379
2024-01-03 Giles Bryan E Officer F-InKind D COMMON STOCK 2,740 10.18 27.9K 95,612
2024-01-03 Barnard Stephen J Director / Officer F-InKind D COMMON STOCK 10,392 10.18 105.8K 146,645
2023-12-28 Giles Bryan E Officer S-Sale D COMMON STOCK 1,500 10.34 15.5K 98,352
2023-12-14 Taylor Bruce C. Director / 10% Owner G-Gift D COMMON STOCK 22,223 0.00 9,229,118
2023-10-09 Gonzalez Luis A Director / 10% Owner G-Gift D COMMON STOCK 156,224 0.00 8,148,233
2023-10-09 Barnard Stephen J Director / Officer S-Sale D COMMON STOCK 166,667 9.01 1.50M 1,842,890
2023-08-14 Sarsam Tony B Director A-Award A COMMON STOCK 5,653 0.00 5,653
2023-07-13 Giles Bryan E Officer S-Sale D COMMON STOCK 2,000 11.92 23.8K 99,852
2023-07-07 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 703 12.02 8.4K 8,304,457
2023-07-06 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 20,000 12.16 243.1K 345,000
2023-07-03 Gonzalez Luis A Director / 10% Owner S-Sale D COMMON STOCK 100,000 12.00 1.20M 8,305,160
2023-04-13 Wiesner Juan R Officer S-Sale D COMMON STOCK 40,000 11.04 441.5K 1,185,385
2023-04-13 Taylor Bruce C. Director / 10% Owner A-Award A COMMON STOCK 9,158 0.00 439,549
2023-04-13 SEGRE LINDA B Director A-Award A COMMON STOCK 9,158 0.00 37,604
2023-04-13 Pack Jay A Director A-Award A COMMON STOCK 9,158 0.00 656,675
2023-04-13 Lind Bonnie Cruickshank Director A-Award A COMMON STOCK 9,158 0.00 48,104
2023-04-13 Gonzalez Luis A Director / 10% Owner A-Award A COMMON STOCK 9,158 0.00 26,696
2023-04-13 Beebe Steve A Director A-Award A COMMON STOCK 9,158 0.00 30,643
2023-04-13 BERSHAD STEPHEN W Director A-Award A COMMON STOCK 3,664 0.00 1,389,057
2023-03-21 Wiesner Juan R Officer S-Sale D COMMON STOCK 4,679 10.91 51.0K 1,225,385
2023-03-21 Giles Bryan E Officer S-Sale D COMMON STOCK 2,500 10.92 27.3K 101,852
2023-03-20 Giles Bryan E Officer S-Sale D COMMON STOCK 2,500 10.71 26.8K 101,852
2023-03-08 Wu Joanne C Officer F-InKind D COMMON STOCK 780 11.01 8.6K 40,044
2023-01-06 Wu Joanne C Officer A-Award A COMMON STOCK 21,707 0.00 40,824
2023-01-06 Wiesner Juan R Officer A-Award A COMMON STOCK 21,707 0.00 1,230,064
2023-01-06 Giles Bryan E Officer A-Award A COMMON STOCK 29,522 0.00 101,852
2023-01-06 Bulow Timothy Officer A-Award A COMMON STOCK 21,707 0.00 21,707
2023-01-06 Barnard Stephen J Officer A-Award A COMMON STOCK 86,831 0.00 157,037
2023-01-03 Wu Joanne C Officer F-InKind D COMMON STOCK 1,909 11.71 22.4K 19,117
2023-01-03 Wiesner Juan R Officer F-InKind D COMMON STOCK 2,006 11.71 23.5K 1,208,357
2023-01-03 Giles Bryan E Officer F-InKind D COMMON STOCK 2,727 11.71 31.9K 72,330
2023-01-03 Barnard Stephen J Officer F-InKind D COMMON STOCK 10,060 11.71 117.8K 95,206
2022-12-16 Taylor Bruce C. Director G-Gift D COMMON STOCK 1,667 0.00 9,273,564
2022-10-12 Taylor Family Investments, LLC Director G-Gift D COMMON STOCK 13,700 0.00 9,288,931
2022-10-12 Taylor Bruce C. Director / 10% Owner G-Gift D COMMON STOCK 13,700 0.00 9,275,231
2022-09-29 Gonzalez Luis A Director G-Gift A COMMON STOCK 135,000 0.00 365,000
2022-09-22 Barnard Stephen J Director / Officer J-Other D Common Stock 1,065,746 15.53 16.56M 50,062
2022-09-21 Taylor Bruce C. Director / 10% Owner J-Other D Common Stock 222,717 0.00 9,302,631

Executive team

Top executives
EBIT / Employee
23.0K
Shares Outstanding
70.85M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Stephen J. Barnard, Chief Executive Officer 825.9K 1.16M 1.01M 56.1K 3.05M 37.95%
2 2025 John M. Pawlowski, President and Chief Operating Officer 619.4K 124.8K 964.9K 606.5K 84.3K 2.40M 40.21%
3 2025 Bryan E. Giles, Chief Financial Officer 502.8K 76.5K 656.1K 371.8K 81.1K 1.69M 38.86%
4 2025 Joanne C. Wu, General Counsel and Secretary 464.5K 70.2K 482.5K 341.2K 79.1K 1.44M 33.56%
5 2025 Juan A. Wiesner, Former President of Central and South America 455.3K 193.0K 22.1K 670.4K 28.79%
6 2024 Stephen J. Barnard, Chief Executive Officer 795.2K 1.24M 1.38M 91.3K 3.50M 35.37%
7 2024 John M. Pawlowski, President and Chief Operating Officer 346.2K 475.0K 1.01M 222.7K 2.06M 49.29%
8 2024 Bryan E. Giles, Chief Financial Officer 484.8K 73.1K 701.7K 502.6K 76.6K 1.84M 38.16%
9 2024 Joanne C. Wu, General Counsel and Secretary 444.8K 67.5K 516.0K 464.4K 74.7K 1.57M 32.92%
10 2024 Juan A. Wiesner, Former President of Central and South America 445.7K 108.8K 206.4K 17.6K 778.4K 26.51%
11 2024 Juan A. Wiesner, President of Central and South America 445.7K 108.8K 206.4K 17.6K 778.4K 26.51%
12 2023 Stephen J. Barnard, President and Chief Executive Officer 775.0K 1.72M 82.5K 2.58M 66.70%
13 2023 Stephen J. Barnard, Chief Executive Officer 775.0K 1.72M 82.5K 2.58M 66.70%
14 2023 Timothy A. Bulow, Former President and Chief Operating Officer 456.8K 429.4K 652.6K 1.54M 27.91%
15 2023 Bryan E. Giles, Chief Financial Officer 467.4K 70.9K 584.1K 73.6K 1.20M 48.84%
16 2023 Joanne C. Wu, General Counsel and Secretary 410.1K 62.4K 429.4K 70.8K 972.8K 44.15%
17 2023 Juan A. Wiesner, President of Central and South America 465.9K 21.8K 429.4K 16.8K 933.9K 45.98%
18 2023 Juan A. Wiesner, Former President of Central and South America 465.9K 21.8K 429.4K 16.8K 933.9K 45.98%
19 2022 Stephen J. Barnard, President and Chief Executive Officer 771.2K 1.82M 77.7K 2.67M 68.21%
20 2022 Stephen J. Barnard, Chief Executive Officer 771.2K 1.82M 77.7K 2.67M 68.21%
21 2022 Bryan E. Giles, Chief Financial Officer 442.3K 455.3K 66.0K 963.6K 47.25%
22 2022 Juan A. Wiesner, President of Central and South America 453.3K 455.3K 46.3K 955.0K 47.68%
23 2022 Juan A. Wiesner, Director of Operations, South America 453.3K 455.3K 46.3K 955.0K 47.68%
24 2022 Joanne C. Wu, General Counsel and Secretary 383.9K 318.7K 67.3K 769.9K 41.40%
25 2022 Timothy A. Bulow, Former President and Chief Operating Officer 127.9K 404.2K 35.4K 567.4K 0.00%
26 2022 Timothy A. Bulow, President and Chief Operating Officer 127.9K 404.2K 35.4K 567.4K 0.00%
27 2021 Stephen J. Barnard, President & CEO 740.4K 487.5K 38.2K 1.27M 0.00%
28 2021 Stephen J. Barnard, Chief Executive Officer 740.4K 487.5K 38.2K 1.27M 0.00%
29 2021 Stephen J. Barnard, President and Chief Executive Officer 740.4K 487.5K 38.2K 1.27M 0.00%
30 2021 Bryan E. Giles, Chief Financial Officer 390.4K 195.0K 63.2K 648.6K 0.00%
31 2021 Joanne C. Wu, General Counsel and Secretary 215.4K 164.4K 142.2K 49.9K 571.9K 28.74%
32 2021 Joanne C. Wu, General Counsel & Secretary 215.4K 164.4K 142.2K 49.9K 571.9K 28.74%
33 2021 Juan A. Wiesner, President of Central and South America 443.9K 35.4K 13.2K 492.5K 0.00%
34 2021 Juan A. Wiesner, Director of South American Operations 443.9K 35.4K 13.2K 492.5K 0.00%
35 2021 Juan A. Wiesner, Director of Operations, South America 443.9K 35.4K 13.2K 492.5K 0.00%
36 2021 Michael A. Browne, Former Chief Operating Officer 374.1K 62.8K 436.9K 0.00%
37 2020 Stephen J. Barnard President, Chief Executive Officer and Director 700.0K 700.0K 700.0K 82.7K 2.18M 0.00%
38 2020 Stephen J. Barnard, Chief Executive Officer 700.0K 700.0K 700.0K 36.4K 2.14M 0.00%
39 2020 Stephen J. Barnard, President & CEO 700.0K 700.0K 700.0K 36.4K 2.14M 0.00%
40 2020 Bryan E. Giles Chief Financial Officer 333.2K 262.5K 450.0K 262.5K 63.5K 1.37M 32.81%
41 2020 Bryan E. Giles, Chief Financial Officer 333.2K 262.5K 450.0K 262.5K 60.4K 1.37M 32.88%
42 2020 Michael A. Browne, Former Chief Operating Officer 249.0K 49.2K 450.0K 196.9K 40.9K 986.0K 45.64%
43 2020 Michael A. Browne Chief Operating Officer 249.0K 49.2K 450.0K 196.9K 40.9K 986.0K 45.64%
44 2020 Juan A. Wiesner, Director of Operations, South America 429.3K 50.0K 100.0K 14.6K 593.9K 16.84%
45 2020 Juan A. Wiesner, Director of South American Operations 429.3K 50.0K 14.6K 493.9K 0.00%
46 2019 Stephen J. Barnard President, Chief Executive Officer and Director 569.1K 875.0K 11.28M 700.0K 54.6K 13.47M 83.68%
47 2019 Stephen J. Barnard, President & CEO 569.1K 875.0K 11.28M 700.0K 35.7K 13.46M 83.80%
48 2019 Bryan E. Giles Chief Financial Officer 260.1K 246.1K 196.9K 59.3K 762.4K 0.00%
49 2019 Bryan E. Giles, Chief Financial Officer 260.1K 246.1K 196.9K 59.3K 762.4K 0.00%
50 2019 Juan A. Wiesner, Director of South American Operations 424.8K 137.3K 15.5K 577.6K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-02-24 DEFA14A
2026-02-24 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-29 8-K
2026-05-29 4
2026-05-29 3
2026-05-22 8-K
2026-05-22 425
2026-04-29 8-K
2026-04-29 425
2026-04-20 8-K
2026-04-20 425
2026-04-15 8-K

Executive team

NameTitleCompensationGender
Stephen J. Barnard Founder & Executive Chairman of the Board 2M male
John Pawlowski President & CEO 1M male
Bryan E. Giles Chief Financial Officer 1M male
Joanne C. Wu Chief Legal Officer & Secretary 955.0K female
Ross W. Wileman Senior Vice President of Sales & Marketing 747.6K male
Damian Ricketts Chief Accounting Officer male
Anita Lemos Vice President of Human Resources female
Simon Gonzalez Senior Vice President of International Farming male
ESG Rating
B-
FOOD DISTRIBUTION
Rank: 12 out of 13
2026
E (Environmental)
51.6 / 73.8
Company / Sector avg.
S (Social)
55.3 / 71.5
Company / Sector avg.
G (Governance)
55.9 / 73.2
Company / Sector avg.
ESG Total
54.3 / 72.8
Company / Sector avg.
ESG Score History FOOD DISTRIBUTION
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits