BJ's Wholesale Club Holdings, Inc. (BJ)
Westborough, MA, US
BJ's Wholesale Club Holdings, Inc., alongside its subsidiaries, manages a network of membership-based retail warehouses primarily located across the eastern United States. This enterprise provides a range of products including perishable goods, general merchandise, and gasoline, in addition to various supplementary services. Customers can acquire items through its dedicated websites—BJs.com, BerkleyJensen.com, Wellsleyfarms.com, and Delivery.bjs.com—as well as via its mobile application. By June 10, 2022, the company's operational footprint extended to 229 warehouse clubs and 160 gas stations across 17 states. Originally incorporated as Beacon Holding Inc., the company rebranded to BJ's Wholesale Club Holdings, Inc. in February 2018. Established in 1984, its corporate headquarters are situated in Westborough, Massachusetts.
Based on only 1 article — low confidence
No mergers or acquisitions recorded for this company.
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -8.25% | -9.98% | -8.13% | -12.43% | -1.51% | -3.77% | -24.63% | +36.40% | +94.52% | +293.82% | +293.82% |
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 | 11 | 0 |
| Hold | 12 | +1 |
| Sell | 0 | 0 |
| Strong Sell | 2 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
114.00
+24.6%
|
| Last Year | 4 |
112.25
+22.7%
|
| All Time | 24 |
80.58
-11.9%
|
-
Revenue growth Discount Stores: +8.2%+4.7% Q2'26: +9.9% (vs Q2'25)
-
EPS growth Discount Stores: +10.0%+9.5% Q2'26: -2.7% (vs Q2'25)
-
FCF margin FCF growth · Discount Stores: +10.0%+3.3% ★ Q2'26: -0.7% (vs Q2'25)
-
EBIT margin Discount Stores: +6.1%+3.9% Q2'26: +0.0% (vs Q2'25)
-
ROIC Discount Stores: +10.6%+13.3% ★ Q2'26: +0.0% (vs Q2'25)
-
Share dilution Discount Stores: +0.2%-1.2% ★ Q2'26: -2.5% (vs Q2'25)
-
Debt / EBITDA Net debt/EBITDA · Discount Stores: 1.29×2.30× Q2'26: 3.44× (vs Q2'25)
* 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 |
Jan 2016 actual |
Jan 2019 actual |
Jan 2020 actual |
Jan 2021 actual |
Jan 2022 actual |
Jan 2023 actual |
Jan 2024 actual |
Jan 2025 actual |
Jan 2026 13 Rev. Ana. 16 EPS Ana. |
Jan 2027 16 Rev. Ana. 15 EPS Ana. |
Jan 2028 13 Rev. Ana. 13 EPS Ana. |
Jan 2029 8 Rev. Ana. 4 EPS Ana. |
Jan 2030 4 Rev. Ana. 2 EPS Ana. |
Jan 2031 3 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
12.47B
est: 13.55B (-8.0%)
|
13.01B
est: 12.98B (+0.2%)
|
13.19B
est: 13.19B (0.0%)
|
15.43B
est: 15.42B (+0.1%)
|
16.67B
est: 16.70B (-0.2%)
|
19.32B
est: 19.20B (+0.6%)
|
19.97B
est: 20.16B (-1.0%)
|
20.50B
est: 20.50B (0.0%)
|
21.43B
21.33B – 21.59B
+4.5% YoY
|
23.15B
22.36B – 24.46B
+8.0% YoY
|
24.57B
24.01B – 26.25B
+6.2% YoY
|
25.97B
25.74B – 26.19B
+5.7% YoY
|
28.17B
27.28B – 29.86B
+8.5% YoY
|
29.97B
29.01B – 31.76B
+6.4% YoY
|
| EBITDA |
356.87M
est: 674.78M (-47.1%)
|
436.95M
est: 646.37M (-32.4%)
|
502.63M
est: 656.94M (-23.5%)
|
796.35M
est: 767.70M (+3.7%)
|
788.68M
est: 831.79M (-5.2%)
|
933.26M
est: 675.91M (+38.1%)
|
1.03B
est: 1.20B (-14.4%)
|
1.03B
est: 1.22B (-15.3%)
|
1.27B
1.27B – 1.28B
+4.5% YoY
|
1.38B
1.33B – 1.45B
+8.0% YoY
|
1.46B
1.43B – 1.56B
+6.2% YoY
|
1.54B
1.53B – 1.56B
+5.7% YoY
|
1.67B
1.62B – 1.77B
+8.5% YoY
|
1.78B
1.72B – 1.89B
+6.4% YoY
|
| EBIT |
179.39M
est: 522.27M (-65.7%)
|
274.73M
est: 500.28M (-45.1%)
|
345.63M
est: 508.46M (-32.0%)
|
628.89M
est: 594.19M (+5.8%)
|
608.13M
est: 643.79M (-5.5%)
|
732.33M
est: 560.36M (+30.7%)
|
798.24M
est: 850.82M (-6.2%)
|
770.40M
est: 865.14M (-11.0%)
|
904.34M
900.12M – 911.09M
+4.5% YoY
|
976.68M
943.39M – 1.03B
+8.0% YoY
|
1.04B
1.01B – 1.11B
+6.2% YoY
|
1.10B
1.09B – 1.10B
+5.7% YoY
|
1.19B
1.15B – 1.26B
+8.5% YoY
|
1.26B
1.22B – 1.34B
+6.4% YoY
|
| Net Income |
24.10M
est: 587.86M (-95.9%)
|
127.26M
est: 166.28M (-23.5%)
|
187.18M
est: 195.33M (-4.2%)
|
421.03M
est: 407.52M (+3.3%)
|
426.65M
est: 427.58M (-0.2%)
|
513.18M
est: 508.10M (+1.0%)
|
523.74M
est: 518.68M (+1.0%)
|
534.42M
est: 522.45M (+2.3%)
|
571.34M
567.65M – 583.50M
+9.4% YoY
|
590.43M
567.16M – 602.94M
+3.3% YoY
|
631.43M
616.04M – 677.25M
+6.9% YoY
|
703.46M
673.18M – 733.73M
+11.4% YoY
|
765.98M
734.33M – 825.56M
+8.9% YoY
|
834.66M
800.16M – 899.58M
+9.0% YoY
|
| SGA |
1.80B
est: 1.96B (-8.2%)
|
2.05B
est: 1.88B (+9.3%)
|
2.06B
est: 1.91B (+8.0%)
|
2.33B
est: 2.23B (+4.4%)
|
2.45B
est: 2.41B (+1.3%)
|
2.67B
est: 2.17B (+23.3%)
|
2.82B
est: 2.90B (-2.6%)
|
2.98B
est: 2.95B (+1.2%)
|
3.08B
3.07B – 3.10B
+4.5% YoY
|
3.33B
3.21B – 3.52B
+8.0% YoY
|
3.53B
3.45B – 3.77B
+6.2% YoY
|
3.73B
3.70B – 3.76B
+5.7% YoY
|
4.05B
3.92B – 4.29B
+8.5% YoY
|
4.31B
4.17B – 4.57B
+6.4% YoY
|
| EPS |
0.19
est: 4.40 (-95.7%)
|
1.09
est: 1.24 (-12.4%)
|
1.37
est: 1.46 (-6.3%)
|
3.09
est: 3.05 (+1.3%)
|
3.15
est: 3.20 (-1.6%)
|
3.83
est: 3.81 (+0.6%)
|
3.94
est: 3.91 (+0.9%)
|
4.04
est: 3.98 (+1.5%)
|
4.37
4.30 – 4.42
+9.7% YoY
|
4.52
4.29 – 4.57
+3.4% YoY
|
4.90
4.66 – 5.13
+8.4% YoY
|
5.33
5.10 – 5.56
+8.8% YoY
|
5.80
5.56 – 6.25
+8.9% YoY
|
6.32
6.06 – 6.81
+9.0% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-15 | JP Morgan | Neutral | Neutral | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-22 | B | 3/5 | 4/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-15 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-14 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-13 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-12 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-11 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-08 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-06 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
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 | (1) BlackRock, Inc. | 15.63M | 10.80% | 15.30M | — | 15.63M | — | HC | Delaware | 2022-01-27 | ↗ |
| 2 | Abigail P. Johnson | 14.35M | 10.82% | — | — | 14.35M | — | IN | Delaware | 2024-11-12 | ↗ |
| 3 | FMR LLC | 14.35M | 10.82% | 13.12M | — | 14.35M | — | HC | Delaware | 2024-11-12 | ↗ |
| 4 | The Vanguard Group - 23-1945930 | 13.51M | 9.84% | — | 316.6K | — | 428.6K | IA | Pennsylvania | 2021-02-10 | ↗ |
| 5 | Wells Fargo & Company | 7.79M | 5.68% | 310.2K | 961.2K | 310.2K | — | HC | Delaware | 2021-02-11 | ↗ |
| 6 | Wells Capital Management Incorporated | 7.19M | 5.24% | — | 6.98M | — | — | IA | California | 2021-02-11 | ↗ |
| 7 | William Blair Investment Management, LLC | 7.10M | 5.20% | 6.35M | — | 7.10M | — | IA | Delaware | 2021-02-11 | ↗ |
| 8 | LLC | — | 0.00% | — | — | — | — | IA | Delaware | 2022-02-10 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 480.6K +480.6K (+100.0%) | 43.27B +43.3B (+100.0%) | 0.37% +0.366 pp | 0.07% +0.065 pp | USD90.03 +0.0% | 1 qtrs NEW |
| 2 | VICTORY CAPITAL MANAGEMENT INC | 12.93M +4.7M (+57.2%) | 1.16B +395.4M (+51.4%) | 9.86% +3.615 pp | 0.66% +0.207 pp | USD88.27 +2.0% | 28 qtrs — |
| 3 | VANGUARD GROUP INC | 12.74M -241.5K (-1.9%) | 1.15B -63.5M (-5.3%) | 9.71% -0.139 pp | 0.02% -0.002 pp | USD30.15 +198.6% | 31 qtrs — |
| 4 | BLACKROCK, INC. | 12.28M +266.9K (+2.2%) | 1.11B -14.6M (-1.3%) | 9.36% +0.246 pp | 0.02% -0.001 pp | USD83.75 +7.5% | 6 qtrs — |
| 5 | FMR LLC | 7.84M -309.1K (-3.8%) | 706.23M -54.1M (-7.1%) | 5.98% -0.207 pp | 0.04% -0.004 pp | USD58.81 +53.1% | 31 qtrs — |
| 6 | FRANKLIN RESOURCES INC | 6.51M +737.1K (+12.8%) | 586.51M +47.8M (+8.9%) | 4.97% +0.582 pp | 0.14% +0.010 pp | USD81.50 +10.5% | 25 qtrs — |
| 7 | STATE STREET CORP | 5.47M +389.3K (+7.7%) | 492.63M +18.7M (+3.9%) | 4.17% +0.315 pp | 0.02% +0.000 pp | USD49.86 +80.6% | 30 qtrs — |
| 8 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.91M -345.6K (-8.1%) | 351.83M -44.8M (-11.3%) | 2.98% -0.249 pp | 0.94% -0.022 pp | USD81.75 +10.1% | 12 qtrs — |
| 9 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.46M -1.3M (-27.9%) | 311.14M -135.7M (-30.4%) | 2.63% -1.001 pp | 0.10% -0.038 pp | USD88.58 +1.6% | 9 qtrs — |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | 3.45M +179.7K (+5.5%) | 310.83M +5.6M (+1.8%) | 2.63% +0.148 pp | 0.05% +0.001 pp | USD103.15 -12.7% | 14 qtrs — |
| 11 | RIVER ROAD ASSET MANAGEMENT, LLC | 3.40M +298.0K (+9.6%) | 306.44M +16.8M (+5.8%) | 2.59% +0.238 pp | 3.36% +0.116 pp | USD68.83 +30.8% | 26 qtrs — |
| 12 | JPMORGAN CHASE & CO | 3.09M +736.0K (+31.3%) | 278.05M +58.7M (+26.8%) | 2.35% +0.569 pp | 0.02% +0.004 pp | USD68.95 +30.6% | 31 qtrs — |
| 13 | MORGAN STANLEY | 3.08M -791.6K (-20.5%) | 276.98M -83.7M (-23.2%) | 2.35% -0.590 pp | 0.02% -0.005 pp | USD77.88 +15.6% | 31 qtrs — |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 3.07M +49.6K (+1.6%) | 276.42M -5.3M (-1.9%) | 2.34% +0.048 pp | 0.02% -0.001 pp | USD55.79 +61.4% | 30 qtrs — |
| 15 | BANK OF NEW YORK MELLON CORP | 2.84M -94.4K (-3.2%) | 255.42M -17.9M (-6.6%) | 2.16% -0.062 pp | 0.05% -0.008 pp | USD86.01 +4.7% | 31 qtrs — |
| 16 | SELECT EQUITY GROUP, L.P. | 2.69M -236.0K (-8.1%) | 242.37M -30.7M (-11.2%) | 2.05% -0.170 pp | 1.04% -0.080 pp | USD107.88 -16.5% | 5 qtrs — |
| 17 | DIMENSIONAL FUND ADVISORS LP | 1.93M +480.7K (+33.2%) | 173.54M +38.6M (+28.6%) | 1.47% +0.372 pp | 0.04% +0.007 pp | USD54.57 +65.0% | 28 qtrs — |
| 18 | BESSEMER GROUP INC | 1.87M -2.0M (-51.7%) | 167.94M -192.3M (-53.4%) | 1.42% -1.509 pp | 0.26% -0.293 pp | USD84.36 +6.7% | 17 qtrs — |
| 19 | INVESCO LTD. | 1.82M +130.5K (+7.7%) | 163.61M +6.3M (+4.0%) | 1.39% +0.105 pp | 0.03% +0.000 pp | USD86.38 +4.2% | 30 qtrs — |
| 20 | BANK OF AMERICA CORP /DE/ | 1.71M +235.0K (+15.9%) | 154.39M +16.4M (+11.9%) | 1.31% +0.184 pp | 0.01% +0.002 pp | USD68.76 +30.9% | 31 qtrs — |
| 21 | NORGES BANK | 1.69M +1.7M (+100.0%) | 151.76M +151.8M (+100.0%) | 1.28% +1.285 pp | 0.02% +0.016 pp | USD90.03 +0.0% | 1 qtrs NEW |
| 22 | CLEARBRIDGE INVESTMENTS, LLC | 1.65M -521.3K (-24.0%) | 148.32M -53.9M (-26.7%) | 1.26% -0.390 pp | 0.12% -0.034 pp | USD38.58 +133.4% | 31 qtrs — |
| 23 | ALLIANCEBERNSTEIN L.P. | 1.49M -29.2K (-1.9%) | 134.49M -7.5M (-5.3%) | 1.14% -0.017 pp | 0.04% -0.002 pp | USD85.57 +5.2% | 31 qtrs — |
| 24 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1.18M +95.4K (+8.8%) | 106.66M +5.1M (+5.0%) | 0.90% +0.077 pp | 0.07% +0.005 pp | USD96.58 -6.8% | 3 qtrs — |
| 25 | NORTHERN TRUST CORP | 1.12M -26.2K (-2.3%) | 100.52M -6.0M (-5.7%) | 0.85% -0.016 pp | 0.01% -0.001 pp | USD49.20 +83.0% | 31 qtrs — |
| 26 | CAPITAL INTERNATIONAL INVESTORS | 1.11M -66.0 (0.0%) | 99.61M -3.6M (-3.5%) | 0.84% +0.004 pp | 0.02% -0.001 pp | USD44.87 +100.6% | 20 qtrs — |
| 27 | BOSTON TRUST WALDEN CORP | 924.3K -496.0 (-0.1%) | 83.21M -3.0M (-3.5%) | 0.70% +0.003 pp | 0.63% -0.005 pp | USD70.29 +28.1% | 13 qtrs — |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 908.9K +20.9K (+2.4%) | 81.82M -976.1K (-1.2%) | 0.69% +0.019 pp | 0.01% -0.001 pp | USD41.63 +116.3% | 30 qtrs — |
| 29 | WELLS FARGO & COMPANY/MN | 875.2K -48.8K (-5.3%) | 78.79M -7.4M (-8.6%) | 0.67% -0.034 pp | 0.01% -0.002 pp | USD72.20 +24.7% | 31 qtrs — |
| 30 | MARSHALL WACE, LLP | 867.1K +506.3K (+140.3%) | 78.07M +44.4M (+132.0%) | 0.66% +0.387 pp | 0.07% +0.037 pp | USD97.03 -7.2% | 4 qtrs — |
| 31 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 865.9K -218.5K (-20.1%) | 77.96M -23.2M (-22.9%) | 0.66% -0.163 pp | 1.17% -0.272 pp | USD62.89 +43.2% | 31 qtrs — |
| 32 | PRIMECAP MANAGEMENT CO/CA/ | 843.4K -10.6K (-1.2%) | 75.93M -3.7M (-4.7%) | 0.64% -0.005 pp | 0.06% -0.004 pp | USD41.62 +116.3% | 27 qtrs — |
| 33 | RAYMOND JAMES FINANCIAL INC | 831.1K -21.6K (-2.5%) | 74.83M -4.7M (-5.9%) | 0.63% -0.014 pp | 0.02% -0.002 pp | USD89.56 +0.5% | 5 qtrs — |
| 34 | LORD, ABBETT & CO. LLC | 815.2K -41.2K (-4.8%) | 73.39M -6.5M (-8.1%) | 0.62% -0.028 pp | 0.23% -0.013 pp | USD58.38 +54.2% | 20 qtrs — |
| 35 | D. E. SHAW & CO., INC. | 810.2K +408.5K (+101.7%) | 72.94M +35.5M (+94.7%) | 0.62% +0.313 pp | 0.04% +0.019 pp | USD92.77 -3.0% | 17 qtrs — |
| 36 | GW&K INVESTMENT MANAGEMENT, LLC | 763.6K -59.0K (-7.2%) | 68.75M -8.0M (-10.4%) | 0.58% -0.042 pp | 0.59% -0.084 pp | USD41.92 +114.8% | 27 qtrs — |
| 37 | AMERIPRISE FINANCIAL INC | 758.2K -206.7K (-21.4%) | 68.26M -21.7M (-24.1%) | 0.58% -0.154 pp | 0.02% -0.005 pp | USD59.20 +52.1% | 31 qtrs — |
| 38 | — | 741.0K -444.3K (-37.5%) | 66.71M -43.8M (-39.6%) | 0.56% -0.335 pp | 0.96% -0.744 pp | USD93.25 -3.5% | 2 qtrs — |
| 39 | FIDUCIARY MANAGEMENT INC /WI/ | 724.2K -41.1K (-5.4%) | 65.20M -6.2M (-8.6%) | 0.55% -0.029 pp | 0.72% -0.005 pp | USD64.82 +38.9% | 18 qtrs — |
| 40 | MENORA MIVTACHIM HOLDINGS LTD. | 694.9K +240.6K (+53.0%) | 62.56M +20.2M (+47.7%) | 0.53% +0.185 pp | 0.29% +0.079 pp | USD101.67 -11.4% | 3 qtrs — |
| 41 | ROYAL BANK OF CANADA | 656.4K +342.8K (+109.3%) | 59.10M +29.8M (+102.1%) | 0.50% +0.262 pp | 0.01% +0.005 pp | USD82.71 +8.9% | 31 qtrs — |
| 42 | UBS GROUP AG | 654.5K -411.2K (-38.6%) | 58.93M -40.5M (-40.7%) | 0.50% -0.310 pp | 0.01% -0.006 pp | USD90.13 -0.1% | 31 qtrs — |
| 43 | ENVESTNET ASSET MANAGEMENT INC | 643.4K -26.7K (-4.0%) | 57.92M -4.6M (-7.3%) | 0.49% -0.018 pp | 0.02% -0.001 pp | USD64.84 +38.8% | 29 qtrs — |
| 44 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 610.5K -217.3K (-26.3%) | 54.96M -22.2M (-28.8%) | 0.47% -0.163 pp | 0.10% -0.052 pp | USD88.66 +1.5% | 28 qtrs — |
| 45 | PRINCIPAL FINANCIAL GROUP INC | 608.2K -176.3K (-22.5%) | 54.75M -18.4M (-25.2%) | 0.46% -0.132 pp | 0.03% -0.009 pp | USD56.73 +58.7% | 31 qtrs — |
| 46 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 587.5K -95.9K (-14.0%) | 52.89M -10.8M (-17.0%) | 0.45% -0.071 pp | 2.52% -0.484 pp | USD114.04 -21.1% | 4 qtrs — |
| 47 | MILLENNIUM MANAGEMENT LLC | 582.9K +217.0K (+59.3%) | 52.48M +18.4M (+53.8%) | 0.44% +0.167 pp | 0.02% +0.008 pp | USD94.60 -4.8% | 31 qtrs — |
| 48 | BROWN BROTHERS HARRIMAN & CO | 560.7K +188.6K (+50.7%) | 50.48M +15.8M (+45.5%) | 0.43% +0.145 pp | 0.28% +0.064 pp | USD92.17 -2.3% | 6 qtrs — |
| 49 | AMERICAN CENTURY COMPANIES INC | 529.7K -117.4K (-18.1%) | 47.69M -12.6M (-21.0%) | 0.40% -0.087 pp | 0.02% -0.007 pp | USD93.53 -3.7% | 22 qtrs — |
| 50 | GOLDMAN SACHS GROUP INC | 528.7K -342.2K (-39.3%) | 47.60M -33.6M (-41.4%) | 0.40% -0.258 pp | 0.01% -0.004 pp | USD76.26 +18.1% | 31 qtrs — |
| 51 | COLONY GROUP, LLC | 517.7K +30.1K (+6.2%) | 47.26M +1.8M (+3.9%) | 0.39% +0.025 pp | 0.05% -0.020 pp | USD73.65 +22.2% | 9 qtrs — |
| 52 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 519.2K -54.8K (-9.6%) | 46.74M -6.8M (-12.7%) | 0.40% -0.040 pp | 0.03% -0.006 pp | USD107.33 -16.1% | 8 qtrs — |
| 53 | FIL LTD | 482.9K -22.9K (-4.5%) | 43.48M -3.7M (-7.8%) | 0.37% -0.016 pp | 0.03% -0.005 pp | USD66.02 +36.4% | 25 qtrs — |
| 54 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 481.8K +145.3K (+43.2%) | 43.38M +12.0M (+38.2%) | 0.37% +0.112 pp | 0.15% +0.047 pp | USD92.28 -2.4% | 2 qtrs — |
| 55 | LAZARD ASSET MANAGEMENT LLC | 442.4K +182.7K (+70.3%) | 39.83M +15.6M (+64.5%) | 0.34% +0.140 pp | 0.07% +0.035 pp | USD87.82 +2.5% | 23 qtrs — |
| 56 | UBS ASSET MANAGEMENT AMERICAS INC | 434.4K -38.2K (-8.1%) | 39.11M -5.0M (-11.3%) | 0.33% -0.028 pp | 0.01% -0.001 pp | USD81.27 +10.8% | 29 qtrs — |
| 57 | PRICE T ROWE ASSOCIATES INC /MD/ | 412.2K +30.2K (+7.9%) | 37.11M +1.5M (+4.2%) | 0.31% +0.024 pp | 0.00% +0.000 pp | USD77.95 +15.5% | 31 qtrs — |
| 58 | RHUMBLINE ADVISERS | 349.7K -3.2K (-0.9%) | 31.48M -1.4M (-4.3%) | 0.27% -0.001 pp | 0.03% -0.001 pp | USD29.93 +200.8% | 30 qtrs — |
| 59 | CONGRESS ASSET MANAGEMENT CO /MA | 344.1K +41.8K (+13.8%) | 30.98M +2.8M (+9.9%) | 0.26% +0.033 pp | 0.22% +0.031 pp | USD85.52 +5.3% | 22 qtrs — |
| 60 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 340.7K -83.0K (-19.6%) | 30.67M -8.8M (-22.4%) | 0.26% -0.062 pp | 0.02% -0.006 pp | USD58.57 +53.7% | 30 qtrs — |
| 61 | TOROSO INVESTMENTS, LLC | 339.6K -20.1K (-5.6%) | 30.57M -3.0M (-8.8%) | 0.26% -0.014 pp | 0.07% +0.006 pp | USD94.13 -4.4% | 13 qtrs — |
| 62 | BAIRD FINANCIAL GROUP, INC. | 335.6K +11.5K (+3.6%) | 30.21M -6.2K (0.0%) | 0.26% +0.010 pp | 0.05% -0.002 pp | USD73.77 +22.0% | 10 qtrs — |
| 63 | SEI INVESTMENTS CO | 331.7K +69.3K (+26.4%) | 29.86M +5.4M (+22.0%) | 0.25% +0.054 pp | 0.03% +0.003 pp | USD77.77 +15.8% | 31 qtrs — |
| 64 | TORONTO DOMINION BANK | 329.9K +254.9K (+340.0%) | 29.70M +22.7M (+324.8%) | 0.25% +0.195 pp | 0.04% +0.033 pp | USD91.40 -1.5% | 4 qtrs — |
| 65 | RATHBONES GROUP PLC | 328.6K -14.5K (-4.2%) | 29.58M -2.4M (-7.5%) | 0.25% -0.010 pp | 0.12% -0.013 pp | USD94.75 -5.0% | 3 qtrs — |
| 66 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 328.4K -255.0K (-43.7%) | 29.57M -24.8M (-45.7%) | 0.25% -0.192 pp | 0.29% -0.206 pp | USD107.27 -16.1% | 4 qtrs — |
| 67 | BNP PARIBAS ARBITRAGE, SNC | 325.7K +277.0K (+568.6%) | 29.32M +24.8M (+545.5%) | 0.25% +0.211 pp | 0.01% +0.011 pp | USD89.49 +0.6% | 30 qtrs — |
| 68 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 319.3K -10.9K (-3.3%) | 28.75M -2.0M (-6.6%) | 0.24% -0.007 pp | 0.00% 0.000 pp | USD76.52 +17.7% | 30 qtrs — |
| 69 | BLAIR WILLIAM & CO/IL | 296.5K -73.5K (-19.9%) | 26.69M -7.8M (-22.6%) | 0.23% -0.055 pp | 0.07% -0.020 pp | USD77.13 +16.7% | 26 qtrs — |
| 70 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 285.0K +285.0K (+100.0%) | 25.66M +25.7M (+100.0%) | 0.22% +0.217 pp | 0.04% +0.039 pp | USD90.03 +0.0% | 5 qtrs — |
| 71 | WESTWOOD HOLDINGS GROUP INC | 280.3K -3.6K (-1.3%) | 25.24M -1.2M (-4.7%) | 0.21% -0.002 pp | 0.21% +0.016 pp | USD80.87 +11.3% | 13 qtrs — |
| 72 | SWISS NATIONAL BANK | 259.8K +3.8K (+1.5%) | 23.39M -482.2K (-2.0%) | 0.20% +0.004 pp | 0.01% +0.000 pp | USD36.21 +148.6% | 29 qtrs — |
| 73 | WALTER PUBLIC INVESTMENTS INC. | 255.5K -18.3K (-6.7%) | 23.00M -2.5M (-9.9%) | 0.19% -0.013 pp | 4.07% -0.129 pp | USD70.41 +27.9% | 16 qtrs — |
| 74 | NEUBERGER BERMAN GROUP LLC | 247.6K +812.0 (+0.3%) | 22.29M -721.5K (-3.1%) | 0.19% +0.002 pp | 0.02% 0.000 pp | USD39.29 +129.1% | 27 qtrs — |
| 75 | ROYAL LONDON ASSET MANAGEMENT LTD | 246.1K +5.3K (+2.2%) | 22.15M -298.2K (-1.3%) | 0.19% +0.005 pp | 0.05% -0.002 pp | USD71.31 +26.3% | 14 qtrs — |
| 76 | NUVEEN, LLC | 237.5K -1.5K (-0.6%) | 21.38M -907.6K (-4.1%) | 0.18% 0.000 pp | 0.01% 0.000 pp | USD114.10 -21.1% | 4 qtrs — |
| 77 | AQR CAPITAL MANAGEMENT LLC | 235.0K +68.9K (+41.4%) | 21.11M +5.6M (+36.3%) | 0.18% +0.053 pp | 0.01% +0.001 pp | USD101.07 -10.9% | 7 qtrs — |
| 78 | JANE STREET GROUP, LLC | 210.0K +15.0K (+7.7%) | 18.91M +722.6K (+4.0%) | 0.16% +0.012 pp | 0.00% +0.000 pp | USD98.21 -8.3% | 6 qtrs — |
| 79 | SQUAREPOINT OPS LLC | 207.4K -593.4K (-74.1%) | 18.67M -56.0M (-75.0%) | 0.16% -0.450 pp | 0.02% -0.055 pp | USD91.16 -1.2% | 16 qtrs — |
| 80 | LEGAL & GENERAL GROUP PLC | 202.9K -54.4K (-21.1%) | 18.27M -5.7M (-23.9%) | 0.15% -0.041 pp | 0.00% -0.001 pp | USD44.18 +103.8% | 31 qtrs — |
| 81 | RETIREMENT SYSTEMS OF ALABAMA | 197.7K -1.5K (-0.8%) | 17.80M -779.4K (-4.2%) | 0.15% -0.001 pp | 0.06% -0.004 pp | USD49.06 +83.5% | 25 qtrs — |
| 82 | CAPITAL FUND MANAGEMENT S.A. | 193.9K +193.9K (+100.0%) | 17.46M +17.5M (+100.0%) | 0.15% +0.148 pp | 0.05% +0.049 pp | USD90.03 +0.0% | 1 qtrs NEW |
| 83 | RENAISSANCE TECHNOLOGIES LLC | 193.6K -367.2K (-65.5%) | 17.43M -34.9M (-66.7%) | 0.15% -0.278 pp | 0.03% -0.042 pp | USD92.30 -2.5% | 18 qtrs — |
| 84 | NICHOLAS COMPANY, INC. | 193.0K -10.9K (-5.3%) | 17.38M -1.6M (-8.6%) | 0.15% -0.008 pp | 0.30% -0.018 pp | USD28.65 +214.2% | 30 qtrs — |
| 85 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 192.1K +192.1K (+100.0%) | 17.30M +17.3M (+100.0%) | 0.15% +0.146 pp | 0.12% +0.119 pp | USD90.03 +0.0% | 1 qtrs NEW |
| 86 | JANUS HENDERSON GROUP PLC | 175.6K +31.7K (+22.0%) | 15.82M +2.4M (+17.9%) | 0.13% +0.025 pp | 0.01% +0.001 pp | USD77.76 +15.8% | 19 qtrs — |
| 87 | FOSTER VICTOR WEALTH ADVISORS, LLC | 167.2K +9.0K (+5.7%) | 15.62M +946.7K (+6.5%) | 0.13% +0.007 pp | 0.91% -0.003 pp | USD73.07 +23.2% | 21 qtrs — |
| 88 | CITADEL ADVISORS LLC | 171.7K +110.4K (+180.1%) | 15.46M +9.7M (+170.4%) | 0.13% +0.084 pp | 0.00% +0.002 pp | USD82.02 +9.8% | 30 qtrs — |
| 89 | MAN GROUP PLC | 170.4K -249.4K (-59.4%) | 15.34M -23.8M (-60.8%) | 0.13% -0.189 pp | 0.03% -0.042 pp | USD92.34 -2.5% | 31 qtrs — |
| 90 | LOOMIS SAYLES & CO L P | 169.4K -25.7K (-13.2%) | 15.25M -2.9M (-16.2%) | 0.13% -0.019 pp | 0.02% -0.003 pp | USD66.60 +35.2% | 18 qtrs — |
| 91 | WALLEYE CAPITAL LLC | 168.6K +168.4K (+71,346.2%) | 15.18M +15.2M (+68,879.1%) | 0.13% +0.128 pp | 0.05% +0.047 pp | USD90.06 0.0% | 16 qtrs — |
| 92 | AMUNDI | 168.1K +78.0K (+86.6%) | 15.13M +7.0M (+86.4%) | 0.13% +0.060 pp | 0.00% +0.002 pp | USD79.76 +12.9% | 19 qtrs — |
| 93 | RMB CAPITAL MANAGEMENT, LLC | 163.6K -5.1K (-3.0%) | 14.73M -998.9K (-6.4%) | 0.12% -0.003 pp | 0.26% -0.033 pp | USD78.76 +14.3% | 13 qtrs — |
| 94 | STIFEL FINANCIAL CORP | 155.9K -11.4K (-6.8%) | 14.03M -1.6M (-10.0%) | 0.12% -0.008 pp | 0.01% -0.002 pp | USD80.72 +11.5% | 25 qtrs — |
| 95 | LPL FINANCIAL LLC | 152.7K -178.0 (-0.1%) | 13.74M -508.2K (-3.6%) | 0.12% +0.000 pp | 0.00% 0.000 pp | USD89.45 +0.6% | 18 qtrs — |
| 96 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 152.7K +13.7K (+9.9%) | 13.74M +785.0K (+6.1%) | 0.12% +0.011 pp | 0.10% +0.005 pp | USD93.57 -3.8% | 14 qtrs — |
| 97 | BARCLAYS PLC | 152.0K +7.3K (+5.1%) | 13.68M +1.8M (+14.7%) | 0.12% +0.006 pp | 0.00% +0.000 pp | USD85.94 +4.8% | 31 qtrs — |
| 98 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 151.4K -100.0 (-0.1%) | 13.63M -497.0K (-3.5%) | 0.12% +0.001 pp | 0.03% -0.001 pp | USD42.20 +113.3% | 26 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Invesco Dorsey Wright Consumer Staples Momentum ETF PSL | 2.54% | 2.15M | 0.74% |
| 2 | Rockefeller U.S. Small-Mid Cap ETF RSMC | 2.44% | 17.64M | 0.75% |
| 3 | Congress SMID Growth ETF CSMD | 2.41% | 11.45M | 0.68% |
| 4 | Hilton Small-MidCap Opportunity ETF SMCO | 1.62% | 2.07M | 0.55% |
| 5 | State Street SPDR S&P Retail ETF XRT | 1.26% | 5.50M | 0.35% |
| 6 | Putnam Focused Large Cap Value ETF PVAL | 1.01% | 125.75M | 0.56% |
| 7 | Invesco S&P MidCap 400 Revenue ETF RWK | 0.85% | 10.95M | 0.39% |
| 8 | Capital Group U.S. Large Growth ETF CGGG | 0.82% | 659.1K | 0.39% |
| 9 | iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV | 0.76% | 2.18M | 0.20% |
| 10 | Vanguard S&P Mid-Cap 400 Value ETF IVOV | 0.66% | 9.28M | 0.10% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 5,543 | 95.91 | 531.6K | 300,787 | D | ↗ |
| 2026-04-15 | McGrail Joseph | Officer | S-Sale | D | Common Stock | 2,050 | 91.19 | 186.9K | 14,769 | D | ↗ |
| 2026-04-15 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 7,700 | 90.99 | 700.6K | 306,630 | D | ↗ |
| 2026-04-13 | Morningstar Timothy Pierce | Officer | S-Sale | D | Common Stock | 7,436 | 93.19 | 693.0K | 38,780 | D | ↗ |
| 2026-04-10 | Morningstar Timothy Pierce | Officer | S-Sale | D | Common Stock | 7,436 | 90.40 | 672.2K | 46,216 | D | ↗ |
| 2026-04-01 | Werner William C. | Officer | F-InKind | D | Common Stock | 7,495 | 94.61 | 709.1K | 50,863 | D | ↗ |
| 2026-04-01 | Schwartz Monica | Officer | A-Award | A | Common Stock | 7,927 | 0.00 | — | 23,565 | D | ↗ |
| 2026-04-01 | Schmadeke Scott | Officer | A-Award | A | Common Stock | 2,569 | 0.00 | — | 33,663 | D | ↗ |
| 2026-04-01 | Morningstar Timothy Pierce | Officer | A-Award | A | Common Stock | 12,551 | 0.00 | — | 53,652 | D | ↗ |
| 2026-04-01 | McGrail Joseph | Officer | A-Award | A | Common Stock | 4,128 | 0.00 | — | 16,819 | D | ↗ |
| 2026-04-01 | Luce Graham | Officer | A-Award | A | Common Stock | 6,341 | 0.00 | — | 18,194 | D | ↗ |
| 2026-04-01 | Felice Laura L. | Officer | A-Award | A | Common Stock | 13,740 | 0.00 | — | 92,868 | D | ↗ |
| 2026-04-01 | Eddy Robert W. | Director / Officer | A-Award | A | Common Stock | 54,962 | 0.00 | — | 314,330 | D | ↗ |
| 2026-04-01 | Cichocki Paul | Officer | A-Award | A | Common Stock | 16,326 | 0.00 | — | 105,481 | D | ↗ |
| 2026-02-17 | Felice Laura L. | Officer | S-Sale | D | Common Stock | 8,400 | 104.95 | 881.6K | 80,074 | D | ↗ |
| 2026-02-03 | Eddy Robert W. | Director / Officer | F-InKind | D | Common Stock | 36,606 | 95.80 | 3.51M | 260,129 | D | ↗ |
| 2025-12-10 | Morningstar Timothy Pierce | Officer | — | — | Common Stock | 0 | 0.00 | — | 41,213 | D | ↗ |
| 2025-12-05 | Werner William C. | Officer | S-Sale | D | Common Stock | 7,000 | 91.09 | 637.6K | 50,498 | D | ↗ |
| 2025-11-03 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 5,100 | 89.04 | 454.1K | 308,333 | D | ↗ |
| 2025-10-17 | Cichocki Paul | Officer | G-Gift | D | Common Stock | 24,972 | 0.00 | — | 89,155 | D | ↗ |
| 2025-10-01 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 11,744 | 90.62 | 1.06M | 320,789 | D | ↗ |
| 2025-09-27 | Werner William C. | Officer | F-InKind | D | Common Stock | 10,007 | 93.10 | 931.7K | 57,498 | D | ↗ |
| 2025-09-27 | Schwartz Monica | Officer | A-Award | A | Common Stock | 3,222 | 0.00 | — | 15,101 | D | ↗ |
| 2025-09-24 | Werner William C. | Officer | A-Award | A | Common Stock | 41,392 | 0.00 | — | 67,505 | D | ↗ |
| 2025-09-17 | Luce Graham | Officer | S-Sale | D | Common Stock | 6,300 | 99.86 | 629.1K | 11,617 | D | ↗ |
| 2025-09-02 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 17,700 | 98.15 | 1.74M | 332,733 | D | ↗ |
| 2025-08-27 | Schwartz Monica | Officer | A-Award | A | Restricted Stock Units | 15,436 | 0.00 | — | 15,436 | D | ↗ |
| 2025-08-26 | Ortega Steven L | Director | P-Purchase | A | Common Stock | 2,080 | 96.09 | 199.9K | 12,383 | D | ↗ |
| 2025-08-01 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 2,662 | 107.13 | 285.2K | 365,671 | D | ↗ |
| 2025-08-01 | Cichocki Paul | Officer | S-Sale | D | Common Stock | 58,436 | 110.08 | 6.43M | 114,127 | D | ↗ |
| 2025-07-11 | Cichocki Paul | Officer | S-Sale | D | Common Stock | 39,505 | 106.59 | 4.21M | 176,883 | D | ↗ |
| 2025-07-01 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 9,894 | 107.27 | 1.06M | 369,031 | D | ↗ |
| 2025-06-19 | Steele Robert Allan | Director | A-Award | A | Common Stock | 1,662 | 0.00 | — | 16,198 | D | ↗ |
| 2025-06-19 | Robinson Cathy Marie | Director | A-Award | A | Common Stock | 1,662 | 0.00 | — | 6,108 | D | ↗ |
| 2025-06-19 | Peterson Christopher H | Director | A-Award | A | Common Stock | 1,662 | 0.00 | — | 24,125 | D | ↗ |
| 2025-06-19 | Parent Kenneth M. | Director | A-Award | A | Common Stock | 1,662 | 0.00 | — | 26,013 | D | ↗ |
| 2025-06-19 | Ortega Steven L | Director | A-Award | A | Common Stock | 1,662 | 0.00 | — | 10,303 | D | ↗ |
| 2025-06-19 | Naylor Maile | Director | A-Award | A | Common Stock | 1,662 | 0.00 | — | 19,938 | D | ↗ |
| 2025-06-19 | Gloeckler Michelle J. | Director | A-Award | A | Common Stock | 1,662 | 0.00 | — | 19,938 | D | ↗ |
| 2025-06-19 | Burwick David A | Director | A-Award | A | Common Stock | 1,662 | 0.00 | — | 3,694 | D | ↗ |
| 2025-06-19 | Brown Darryl | Director | A-Award | A | Common Stock | 1,662 | 0.00 | — | 12,001 | D | ↗ |
| 2025-06-03 | Steele Robert Allan | Director | S-Sale | D | Common Stock | 9,815 | 112.21 | 1.10M | 14,536 | D | ↗ |
| 2025-06-02 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 9,924 | 111.60 | 1.11M | 394,209 | D | ↗ |
| 2025-05-27 | Ortega Steven L | Director | P-Purchase | A | Common Stock | 1,740 | 114.60 | 199.4K | 8,641 | D | ↗ |
| 2025-05-01 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 4,965 | 117.90 | 585.4K | 404,133 | D | ↗ |
| 2025-04-15 | McGrail Joseph | Officer | S-Sale | D | Common Stock | 2,100 | 119.74 | 251.5K | 14,240 | D | ↗ |
| 2025-04-07 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 27,562 | 116.29 | 3.21M | 424,133 | D | ↗ |
| 2025-04-04 | Schwartz Monica | Officer | S-Sale | D | Common Stock | 10,963 | 115.65 | 1.27M | 11,879 | D | ↗ |
| 2025-04-03 | Werner William C. | Officer | S-Sale | D | Common Stock | 4,907 | 117.36 | 575.9K | 33,580 | D | ↗ |
| 2025-04-03 | Schmadeke Scott | Officer | M-Exempt | D | Stock Option | 4,531 | 27.59 | 125.0K | 0 | D | ↗ |
| 2025-04-01 | Werner William C. | Officer | A-Award | A | Common Stock | 14,393 | 0.00 | — | 45,701 | D | ↗ |
| 2025-04-01 | Schwartz Monica | Officer | F-InKind | D | Common Stock | 9,010 | 114.88 | 1.04M | 17,620 | D | ↗ |
| 2025-04-01 | Schmadeke Scott | Officer | F-InKind | D | Common Stock | 6,194 | 114.88 | 711.6K | 25,436 | D | ↗ |
| 2025-04-01 | McGrail Joseph | Officer | F-InKind | D | Common Stock | 4,076 | 114.88 | 468.3K | 12,260 | D | ↗ |
| 2025-04-01 | Luce Graham | Officer | A-Award | A | Common Stock | 4,787 | 0.00 | — | 17,917 | D | ↗ |
| 2025-04-01 | Harve Anjana | Officer | F-InKind | D | Common Stock | 1,188 | 114.88 | 136.5K | 13,899 | D | ↗ |
| 2025-04-01 | Felice Laura L. | Officer | F-InKind | D | Common Stock | 15,778 | 114.88 | 1.81M | 94,116 | D | ↗ |
| 2025-04-01 | Eddy Robert W. | Director / Officer | A-Award | A | Common Stock | 91,601 | 0.00 | — | 467,774 | D | ↗ |
| 2025-04-01 | Cichocki Paul | Officer | F-InKind | D | Common Stock | 24,896 | 114.88 | 2.86M | 203,331 | D | ↗ |
| 2025-03-19 | Werner William C. | Officer | M-Exempt | A | Common Stock | 20,000 | 17.00 | 340.0K | 51,308 | D | ↗ |
| 2025-03-14 | Steele Robert Allan | Director | M-Exempt | D | Stock Option | 11,813 | 7.00 | 82.7K | 0 | D | ↗ |
| 2025-02-03 | Eddy Robert W. | Director / Officer | F-InKind | D | Common Stock | 36,619 | 99.62 | 3.65M | 376,173 | D | ↗ |
| 2024-12-11 | McGrail Joseph | Officer | S-Sale | D | Common Stock | 500 | 99.60 | 49.8K | 13,066 | D | ↗ |
| 2024-12-02 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 9,182 | 95.35 | 875.5K | 414,610 | D | ↗ |
| 2024-11-11 | Schmadeke Scott | Officer | — | — | Common Stock | 0 | 0.00 | — | 27,052 | D | ↗ |
| 2024-11-01 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 9,342 | 85.40 | 797.8K | 425,450 | D | ↗ |
| 2024-10-30 | Harve Anjana | Officer | F-InKind | D | Common Stock | 2,462 | 84.94 | 209.1K | 15,087 | D | ↗ |
| 2024-10-01 | Werner William C. | Officer | S-Sale | D | Common Stock | 891 | 82.54 | 73.5K | 31,308 | D | ↗ |
| 2024-10-01 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 1,329 | 83.32 | 110.7K | 441,299 | D | ↗ |
| 2024-09-27 | Werner William C. | Officer | F-InKind | D | Common Stock | 835 | 82.02 | 68.5K | 32,199 | D | ↗ |
| 2024-09-16 | Ortega Steven L | Director | P-Purchase | A | Common Stock | 2,455 | 81.26 | 199.5K | 6,901 | — | ↗ |
| 2024-09-03 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 7,944 | 79.14 | 628.7K | 448,848 | — | ↗ |
| 2024-08-26 | McGrail Joseph | Officer | S-Sale | D | Common Stock | 1,000 | 83.57 | 83.6K | 13,566 | — | ↗ |
| 2024-08-01 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 5,314 | 87.07 | 462.7K | 462,478 | — | ↗ |
| 2024-07-19 | Desroches Jeff | Officer | S-Sale | D | Common Stock | 11,037 | 90.29 | 996.5K | 58,452 | — | ↗ |
| 2024-07-17 | Werner William C. | Officer | S-Sale | D | Common Stock | 33,437 | 90.93 | 3.04M | 33,034 | — | ↗ |
| 2024-07-16 | Luce Graham | Officer | S-Sale | D | Common Stock | 7,757 | 91.39 | 708.9K | 14,131 | — | ↗ |
| 2024-07-01 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 10,341 | 86.84 | 898.0K | 468,451 | — | ↗ |
| 2024-06-20 | Steele Robert Allan | Director | A-Award | A | Common Stock | 2,032 | 0.00 | — | 24,351 | — | ↗ |
| 2024-06-20 | Robinson Cathy Marie | Director | A-Award | A | Common Stock | 2,032 | 0.00 | — | 4,446 | — | ↗ |
| 2024-06-20 | Peterson Christopher H | Director | A-Award | A | Common Stock | 2,032 | 0.00 | — | 22,463 | — | ↗ |
| 2024-06-20 | Parent Kenneth M. | Director | A-Award | A | Common Stock | 2,032 | 0.00 | — | 24,351 | — | ↗ |
| 2024-06-20 | Ortega Steven L | Director | A-Award | A | Common Stock | 2,032 | 0.00 | — | 4,446 | — | ↗ |
| 2024-06-20 | Naylor Maile | Director | A-Award | A | Common Stock | 2,032 | 0.00 | — | 18,276 | — | ↗ |
| 2024-06-20 | Gloeckler Michelle J. | Director | A-Award | A | Common Stock | 2,032 | 0.00 | — | 18,276 | — | ↗ |
| 2024-06-20 | Burwick David A | Director | A-Award | A | Common Stock | 2,032 | 0.00 | — | 2,032 | — | ↗ |
| 2024-06-20 | Brown Darryl | Director | A-Award | A | Common Stock | 2,032 | 0.00 | — | 10,339 | — | ↗ |
| 2024-06-15 | Steele Robert Allan | Director | M-Exempt | D | Restricted Stock Units | 2,414 | 0.00 | — | 0 | — | ↗ |
| 2024-06-15 | Robinson Cathy Marie | Director | M-Exempt | D | Restricted Stock Units | 2,414 | 0.00 | — | 0 | — | ↗ |
| 2024-06-15 | Peterson Christopher H | Director | M-Exempt | D | Restricted Stock Units | 2,414 | 0.00 | — | 0 | — | ↗ |
| 2024-06-15 | Parent Kenneth M. | Director | M-Exempt | D | Restricted Stock Units | 2,414 | 0.00 | — | 0 | — | ↗ |
| 2024-06-15 | Ortega Steven L | Director | M-Exempt | A | Common Stock | 2,414 | 0.00 | — | 2,414 | — | ↗ |
| 2024-06-15 | Naylor Maile | Director | M-Exempt | A | Common Stock | 2,414 | 0.00 | — | 16,244 | — | ↗ |
| 2024-06-15 | Gloeckler Michelle J. | Director | M-Exempt | D | Restricted Stock Units | 2,414 | 0.00 | — | 0 | — | ↗ |
| 2024-06-15 | Brown Darryl | Director | M-Exempt | D | Restricted Stock Units | 2,414 | 0.00 | — | 0 | — | ↗ |
| 2024-06-15 | Baldwin Christopher J | Director | M-Exempt | D | Restricted Stock Units | 2,414 | 0.00 | — | 0 | — | ↗ |
| 2024-06-03 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 733 | 87.93 | 64.5K | 478,832 | — | ↗ |
| 2024-05-31 | Desroches Jeff | Officer | S-Sale | D | Common Stock | 14,106 | 86.00 | 1.21M | 87,294 | — | ↗ |
| 2024-05-01 | McGrail Joseph | Officer | A-Award | A | Common Stock | 1,661 | 0.00 | — | 14,566 | — | ↗ |
| 2024-05-01 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 6,517 | 74.79 | 487.4K | 494,275 | — | ↗ |
| 2024-04-15 | McGrail Joseph | Officer | S-Sale | D | Common Stock | 1,000 | 77.37 | 77.4K | 12,905 | — | ↗ |
| 2024-04-11 | Schwartz Monica | Officer | S-Sale | D | Common Stock | 13,578 | 78.81 | 1.07M | 13,545 | — | ↗ |
| 2024-04-08 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 3,300 | 77.38 | 255.4K | 500,792 | — | ↗ |
| 2024-04-01 | Werner William C. | Officer | A-Award | A | Common Stock | 8,708 | 0.00 | — | 41,156 | — | ↗ |
| 2024-04-01 | Schwartz Monica | Officer | A-Award | A | Common Stock | 5,624 | 0.00 | — | 28,892 | — | ↗ |
| 2024-04-01 | McGrail Joseph | Officer | A-Award | A | Common Stock | 5,024 | 0.00 | — | 13,905 | — | ↗ |
| 2024-04-01 | Luce Graham | Officer | A-Award | A | Common Stock | 8,436 | 0.00 | — | 32,407 | — | ↗ |
| 2024-04-01 | Harve Anjana | Officer | A-Award | A | Common Stock | 7,368 | 0.00 | — | 17,549 | — | ↗ |
| 2024-04-01 | Felice Laura L. | Officer | A-Award | A | Common Stock | 16,747 | 0.00 | — | 90,267 | — | ↗ |
| 2024-04-01 | Eddy Robert W. | Director / Officer | A-Award | A | Common Stock | 62,992 | 0.00 | — | 278,362 | — | ↗ |
| 2024-04-01 | Desroches Jeff | Officer | A-Award | A | Common Stock | 10,048 | 0.00 | — | 101,400 | — | ↗ |
| 2024-04-01 | Cichocki Paul | Officer | A-Award | A | Common Stock | 5,676 | 0.00 | — | 213,014 | — | ↗ |
| 2024-03-11 | Baldwin Christopher J | Director | S-Sale | D | Common Stock | 64,814 | 73.88 | 4.79M | 181,542 | — | ↗ |
| 2024-03-07 | Werner William C. | Officer | S-Sale | D | Common Stock | 12,436 | 78.67 | 978.3K | 29,357 | — | ↗ |
| 2024-03-07 | Luce Graham | Officer | M-Exempt | A | Common Stock | 7,479 | 25.07 | 187.5K | 31,450 | — | ↗ |
| 2024-02-28 | Cichocki Paul | Officer | S-Sale | D | Common Stock | 179,497 | 73.51 | 13.19M | 156,720 | — | ↗ |
| 2024-02-27 | Felice Laura L. | Officer | S-Sale | D | Common Stock | 18,941 | 72.58 | 1.37M | 70,340 | — | ↗ |
| 2024-02-26 | Felice Laura L. | Officer | M-Exempt | A | Common Stock | 200 | 7.00 | 1.4K | 70,540 | — | ↗ |
| 2023-12-12 | McGrail Joseph | Officer | S-Sale | D | Common Stock | 1,000 | 65.87 | 65.9K | 10,464 | — | ↗ |
| 2023-12-04 | Eddy Robert W. | Director / Officer | G-Gift | D | Common Stock | 3,788 | 0.00 | — | 215,370 | — | ↗ |
| 2023-11-01 | McGrail Joseph | Officer | F-InKind | D | Common Stock | 1,910 | 69.03 | 131.8K | 11,464 | — | ↗ |
| 2023-10-30 | Harve Anjana | Officer | A-Award | A | Common Stock | 10,181 | 0.00 | — | 10,181 | — | ↗ |
| 2023-10-16 | Desroches Jeff | Officer | S-Sale | D | Common Stock | 200 | 69.49 | 13.9K | 80,882 | — | ↗ |
| 2023-10-10 | Felice Laura L. | Officer | S-Sale | D | Common Stock | 38,330 | 70.62 | 2.71M | 70,340 | — | ↗ |
| 2023-09-29 | Werner William C. | Officer | S-Sale | D | Common Stock | 890 | 72.47 | 64.5K | 29,357 | — | ↗ |
| 2023-09-27 | Werner William C. | Officer | F-InKind | D | Common Stock | 834 | 72.96 | 60.8K | 30,247 | — | ↗ |
| 2023-09-18 | Werner William C. | Officer | S-Sale | D | Common Stock | 2,654 | 70.47 | 187.0K | 32,226 | — | ↗ |
| 2023-09-18 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 12,778 | 70.05 | 895.1K | 225,889 | — | ↗ |
| 2023-09-14 | Werner William C. | Officer | S-Sale | D | Common Stock | 1,970 | 70.04 | 138.0K | 34,880 | — | ↗ |
| 2023-09-14 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 11,965 | 70.04 | 838.0K | 238,667 | — | ↗ |
| 2023-09-11 | Harve Anjana | Officer | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-08-17 | Werner William C. | Officer | S-Sale | D | Common Stock | 481 | 70.21 | 33.8K | 36,850 | — | ↗ |
| 2023-08-17 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 3,886 | 70.13 | 272.5K | 250,632 | — | ↗ |
| 2023-08-16 | Werner William C. | Officer | S-Sale | D | Common Stock | 100 | 79.07 | 7.9K | 37,331 | — | ↗ |
| 2023-08-16 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 1,399 | 70.02 | 98.0K | 254,518 | — | ↗ |
| 2023-08-11 | Werner William C. | Officer | S-Sale | D | Common Stock | 100 | 70.04 | 7.0K | 37,431 | — | ↗ |
| 2023-08-11 | McGrail Joseph | Officer | S-Sale | D | Common Stock | 800 | 70.00 | 56.0K | 13,374 | — | ↗ |
| 2023-08-11 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 300 | 70.01 | 21.0K | 255,917 | — | ↗ |
| 2023-08-03 | Schwartz Monica | Officer | F-InKind | D | Common Stock | 2,694 | 67.88 | 182.9K | 23,268 | — | ↗ |
| 2023-06-22 | Schwartz Monica | Officer | S-Sale | D | Common Stock | 15,168 | 61.85 | 938.1K | 25,962 | — | ↗ |
| 2023-06-15 | Steele Robert Allan | Director | A-Award | A | Restricted Stock Units | 2,414 | 0.00 | — | 2,414 | — | ↗ |
| 2023-06-15 | Robinson Cathy Marie | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-06-15 | Peterson Christopher H | Director | A-Award | A | Restricted Stock Units | 2,414 | 0.00 | — | 2,414 | — | ↗ |
| 2023-06-15 | Parent Kenneth M. | Director | A-Award | A | Restricted Stock Units | 2,414 | 0.00 | — | 2,414 | — | ↗ |
| 2023-06-15 | Ortega Steven L | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-06-15 | Naylor Maile | Director | A-Award | A | Restricted Stock Units | 2,414 | 0.00 | — | 2,414 | — | ↗ |
| 2023-06-15 | Gloeckler Michelle J. | Director | A-Award | A | Restricted Stock Units | 2,414 | 0.00 | — | 2,414 | — | ↗ |
| 2023-06-15 | Brown Darryl | Director | A-Award | A | Restricted Stock Units | 2,414 | 0.00 | — | 2,414 | — | ↗ |
| 2023-06-15 | Baldwin Christopher J | Director | A-Award | A | Restricted Stock Units | 2,414 | 0.00 | — | 2,414 | — | ↗ |
| 2023-06-14 | Steele Robert Allan | Director | M-Exempt | A | Common Stock | 2,559 | 0.00 | — | 19,905 | — | ↗ |
| 2023-06-14 | Peterson Christopher H | Director | M-Exempt | D | Restricted Stock Units | 2,559 | 0.00 | — | 0 | — | ↗ |
| 2023-06-14 | Parent Kenneth M. | Director | M-Exempt | D | Restricted Stock Units | 2,559 | 0.00 | — | 0 | — | ↗ |
| 2023-06-14 | Naylor Maile | Director | M-Exempt | D | Restricted Stock Units | 2,559 | 0.00 | — | 0 | — | ↗ |
| 2023-06-14 | Gloeckler Michelle J. | Director | M-Exempt | D | Restricted Stock Units | 2,559 | 0.00 | — | 0 | — | ↗ |
| 2023-06-14 | Brown Darryl | Director | M-Exempt | A | Common Stock | 2,559 | 0.00 | — | 5,893 | — | ↗ |
| 2023-06-14 | Baldwin Christopher J | Director | M-Exempt | A | Common Stock | 3,412 | 0.00 | — | 243,942 | — | ↗ |
| 2023-04-01 | Werner William C. | Officer | F-InKind | D | Common Stock | 7,609 | 76.07 | 578.8K | 37,531 | — | ↗ |
| 2023-04-01 | Schwartz Monica | Officer | F-InKind | D | Common Stock | 4,941 | 76.07 | 375.9K | 41,123 | — | ↗ |
| 2023-04-01 | McGrail Joseph | Officer | F-InKind | D | Common Stock | 838 | 76.07 | 63.7K | 14,174 | — | ↗ |
| 2023-04-01 | Luce Graham | Officer | F-InKind | D | Common Stock | 6,998 | 76.07 | 532.3K | 23,971 | — | ↗ |
| 2023-04-01 | Kessler Scott | Officer | F-InKind | D | Common Stock | 8,708 | 76.07 | 662.4K | 142,282 | — | ↗ |
| 2023-04-01 | Felice Laura L. | Officer | F-InKind | D | Common Stock | 8,269 | 76.07 | 629.0K | 96,925 | — | ↗ |
| 2023-04-01 | Eddy Robert W. | Director / Officer | A-Award | A | Common Stock | 52,583 | 0.00 | — | 284,491 | — | ↗ |
| 2023-04-01 | Desroches Jeff | Officer | F-InKind | D | Common Stock | 8,708 | 76.07 | 662.4K | 114,815 | — | ↗ |
| 2023-04-01 | Cichocki Paul | Officer | A-Award | A | Common Stock | 17,746 | 0.00 | — | 171,469 | — | ↗ |
| 2023-03-31 | Kessler Scott | Officer | F-InKind | D | Common Stock | 27,000 | 76.07 | 2.05M | 141,788 | — | ↗ |
| 2023-03-31 | Eddy Robert W. | Director / Officer | F-InKind | D | Common Stock | 54,001 | 76.07 | 4.11M | 231,908 | — | ↗ |
| 2023-03-31 | Desroches Jeff | Officer | F-InKind | D | Common Stock | 27,000 | 76.07 | 2.05M | 113,664 | — | ↗ |
| 2023-03-31 | Cichocki Paul | Officer | F-InKind | D | Common Stock | 43,394 | 76.07 | 3.30M | 153,723 | — | ↗ |
| 2023-03-14 | Eddy Robert W. | Director / Officer | G-Gift | D | Common Stock | 1,640 | 0.00 | — | 174,223 | — | ↗ |
| 2023-03-09 | Desroches Jeff | Officer | S-Sale | D | Common Stock | 1,012 | 78.23 | 79.2K | 84,822 | — | ↗ |
| 2023-02-13 | Desroches Jeff | Officer | S-Sale | D | Common Stock | 1,716 | 74.83 | 128.4K | 91,881 | — | ↗ |
| 2023-01-31 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 747 | 70.76 | 52.9K | 177,978 | — | ↗ |
| 2023-01-30 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 5,031 | 70.36 | 354.0K | 178,725 | — | ↗ |
| 2023-01-27 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 6,228 | 70.08 | 436.5K | 183,756 | — | ↗ |
| 2023-01-26 | Eddy Robert W. | Officer | S-Sale | D | Common Stock | 1,300 | 70.08 | 91.1K | 189,984 | — | ↗ |
| 2023-01-24 | Eddy Robert W. | Officer | S-Sale | D | Common Stock | 100 | 70.03 | 7.0K | 191,284 | — | ↗ |
| 2022-12-15 | McGrail Joseph | Officer | S-Sale | D | Common Stock | 1,975 | 69.30 | 136.9K | 10,083 | — | ↗ |
| 2022-12-15 | Kessler Scott | Officer | M-Exempt | A | Common Stock | 9,515 | 27.59 | 262.5K | 126,306 | — | ↗ |
| 2022-11-30 | Eddy Robert W. | Officer | G-Gift | D | Common Stock | 4,000 | 0.00 | — | 191,384 | — | ↗ |
| 2022-11-01 | McGrail Joseph | Officer | F-InKind | D | Common Stock | 1,910 | 77.83 | 148.7K | 12,058 | — | ↗ |
| 2022-09-16 | Eddy Robert W. | Director / Officer | F-InKind | D | Common Stock | 12,370 | 78.45 | 970.4K | 195,384 | — | ↗ |
| 2022-09-15 | Kessler Scott | Officer | M-Exempt | A | Common Stock | 9,514 | 27.59 | 262.5K | 130,150 | — | ↗ |
| 2022-09-07 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 4,400 | 76.55 | 336.8K | 213,292 | — | ↗ |
| 2022-09-06 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 1,104 | 75.04 | 82.8K | 220,492 | — | ↗ |
| 2022-09-02 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 2,800 | 75.16 | 210.4K | 221,596 | — | ↗ |
| 2022-08-31 | Luce Graham | Officer | M-Exempt | A | Common Stock | 3,236 | 27.59 | 89.3K | 34,128 | — | ↗ |
| 2022-08-19 | Luce Graham | Officer | M-Exempt | A | Common Stock | 1,300 | 25.07 | 32.6K | 30,986 | — | ↗ |
| 2022-08-19 | Eddy Robert W. | Director / Officer | S-Sale | D | Common Stock | 600 | 75.10 | 45.1K | 224,396 | — | ↗ |
| 2022-08-18 | Luce Graham | Officer | M-Exempt | D | Stock Option | 3,473 | 25.07 | 87.1K | 4,006 | — | ↗ |
| 2022-08-18 | Eddy Robert W. | Officer | S-Sale | D | Common Stock | 2,758 | 75.19 | 207.4K | 224,996 | — | ↗ |
| 2022-08-03 | Schwartz Monica | Officer | F-InKind | D | Common Stock | 2,708 | 69.48 | 188.2K | 39,492 | — | ↗ |
| 2022-07-08 | Desroches Jeff | Officer | S-Sale | D | Common Stock | 11,797 | 66.40 | 783.3K | 96,800 | — | ↗ |
| 2022-07-05 | Werner William C. | Officer | S-Sale | D | Common Stock | 1,201 | 65.11 | 78.2K | 37,361 | — | ↗ |
| 2022-06-21 | Kessler Scott | Officer | S-Sale | D | Common Stock | 2,125 | 60.27 | 128.1K | 124,481 | — | ↗ |
| 2022-06-16 | Baldwin Christopher J | Director | F-InKind | D | Common Stock | 5,350 | 57.98 | 310.2K | 240,530 | — | ↗ |
| 2022-06-15 | Werthauser Judith L. | Director | M-Exempt | D | Restricted Stock Units | 3,203 | 0.00 | — | 0 | — | ↗ |
| 2022-06-15 | Steele Robert Allan | Director | M-Exempt | D | Restricted Stock Units | 3,203 | 0.00 | — | 0 | — | ↗ |
| 2022-06-15 | Peterson Christopher H | Director | M-Exempt | D | Restricted Stock Units | 3,203 | 0.00 | — | 0 | — | ↗ |
| 2022-06-15 | Parent Kenneth M. | Director | M-Exempt | D | Restricted Stock Units | 3,203 | 0.00 | — | 0 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2020 | Lee Delaney Former President, Chief Executive Officer | 1.20M | — | 11.00M | — | 3.60M | 357.3K | 16.16M | 68.08% | ↗ |
| 2 | 2020 | Paul Cichocki Executive Vice President, Chief Commercial Officer | 628.8K | 400.0K | 3.75M | 1.11M | 1.26M | 2.6K | 7.14M | 67.97% | ↗ |
| 3 | 2020 | Bob Eddy President and Chief Executive Officer | 796.2K | — | 2.80M | — | 1.76M | 113.0K | 5.47M | 51.20% | ↗ |
| 4 | 2020 | Jeff Desroches Executive Vice President, Club Operations | 546.2K | — | 1.40M | — | 770.0K | 78.6K | 2.79M | 50.09% | ↗ |
| 5 | 2020 | Scott Kessler Executive Vice President, Chief Information Officer | 546.2K | — | 1.40M | — | 770.0K | 16.0K | 2.73M | 51.24% | ↗ |
| 6 | 2020 | Christopher J. Baldwin Executive Chairman of the Board | 675.0K | — | — | — | 2.03M | 17.1K | 2.72M | 0.00% | ↗ |
| 7 | 2019 | Christopher J. Baldwin Chairman and Chief Executive Officer | 1.34M | — | 5.06M | 1.54M | 1.55M | 481.4K | 9.97M | 66.17% | ↗ |
| 8 | 2019 | Christopher J. Baldwin Executive Chairman of the Board | 1.34M | — | 5.06M | 1.54M | 1.55M | 481.4K | 9.97M | 66.17% | ↗ |
| 9 | 2019 | Robert W. Eddy Executive Vice President, Chief Financial and Administrative Officer | 767.3K | — | 3.60M | 637.1K | 592.9K | 124.7K | 5.72M | 74.05% | ↗ |
| 10 | 2019 | Bob Eddy President and Chief Executive Officer | 767.3K | — | 3.60M | 637.1K | 592.9K | 124.7K | 5.72M | 74.05% | ↗ |
| 11 | 2019 | Lee Delaney President, Chief Commercial Officer | 834.6K | — | 2.25M | 682.6K | 717.2K | 13.2K | 4.50M | 65.20% | ↗ |
| 12 | 2019 | Lee Delaney Former President, Chief Executive Officer | 834.6K | — | 2.25M | 682.6K | 717.2K | 13.2K | 4.50M | 65.20% | ↗ |
| 13 | 2019 | Scott Kessler Executive Vice President, Chief Information Officer | 521.2K | — | 1.05M | 318.5K | 281.1K | 15.0K | 2.19M | 62.61% | ↗ |
| 14 | 2019 | Brian Poulliot Executive Vice President, Chief Membership Officer | 471.2K | — | 1.05M | 318.5K | 254.4K | 70.0K | 2.16M | 63.24% | ↗ |
| 15 | 2018 | Christopher J. Baldwin Chairman and Chief Executive Officer | 1.23M | — | 35.46M | 3.13M | 2.20M | 28.9K | 42.06M | 91.77% | ↗ |
| 16 | 2018 | Christopher J. Baldwin Executive Chairman of the Board | 1.23M | — | 35.46M | 3.13M | 2.20M | 28.9K | 42.06M | 91.77% | ↗ |
| 17 | 2018 | Christopher J. Baldwin Chairman, President & Chief Executive Officer | 1.23M | — | 35.46M | 3.13M | 2.20M | 28.9K | 42.06M | 91.77% | ↗ |
| 18 | 2018 | Bob Eddy President and Chief Executive Officer | 686.9K | — | 3.85M | 2.77M | 819.3K | 101.0K | 8.23M | 80.48% | ↗ |
| 19 | 2018 | Robert W. Eddy Executive Vice President, Chief Financial and Administrative Officer | 686.9K | — | 3.85M | 2.77M | 819.3K | 101.0K | 8.23M | 80.48% | ↗ |
| 20 | 2018 | Lee Delaney President, Chief Commercial Officer | 722.3K | — | 3.09M | 2.22M | 847.5K | 13.5K | 6.90M | 77.05% | ↗ |
| 21 | 2018 | Lee Delaney Executive Vice President, Chief Commercial Officer | 722.3K | — | 3.09M | 2.22M | 847.5K | 13.5K | 6.90M | 77.05% | ↗ |
| 22 | 2018 | Lee Delaney Former President, Chief Executive Officer | 722.3K | — | 3.09M | 2.22M | 847.5K | 13.5K | 6.90M | 77.05% | ↗ |
| 23 | 2018 | Brian Poulliot Executive Vice President, Chief Membership Officer | 436.2K | — | 2.89M | 693.7K | 356.0K | 65.1K | 4.44M | 80.69% | ↗ |
| 24 | 2018 | Scott Kessler Executive Vice President, Chief Information Officer | 490.4K | — | 2.89M | 693.7K | 95.5K | 3.7K | 4.17M | 85.86% | ↗ |
| 25 | 2017 | Christopher J. Baldwin Chairman, President & Chief Executive Officer | 1.02M | — | — | — | 1.13M | 9.27M | 11.41M | 0.00% | ↗ |
| 26 | 2017 | Christopher J. Baldwin Chairman and Chief Executive Officer | 1.02M | — | — | — | 1.13M | 9.27M | 11.41M | 0.00% | ↗ |
| 27 | 2017 | Robert W. Eddy Executive Vice President, Chief Financial and Administrative Officer | 566.4K | 303.2K | — | — | 376.6K | 7.26M | 8.50M | 0.00% | ↗ |
| 28 | 2017 | Lee Delaney President, Chief Commercial Officer | 636.9K | 340.9K | — | — | 423.4K | 4.70M | 6.10M | 0.00% | ↗ |
| 29 | 2017 | Lee Delaney Executive Vice President, Chief Commercial Officer | 636.9K | 340.9K | — | — | 423.4K | 4.70M | 6.10M | 0.00% | ↗ |
| 30 | 2017 | Brian Poulliot Executive Vice President, Chief Membership Officer | 394.9K | 211.4K | — | — | 262.5K | 3.21M | 4.08M | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Robert W. Eddy | President, Chief Executive Officer & Chairman | 4M | male |
| Paul Cichocki | Executive Vice President & Chief Commercial Officer | 2M | male |
| Timothy Morningstar | Executive VP & Chief Growth Officer | 2M | male |
| Laura L. Felice CGMA | Executive Vice President & Chief Financial Officer | 1M | female |
| William C. Werner | Executive Vice President of Strategy & Development | 1M | male |
| Scott Schmadeke | Executive Vice President & Chief Operating Officer | 1M | male |
| Graham N. Luce | Executive Vice President, General Counsel & Secretary | 1M | male |
| Brian Poulliot | Executive Vice President of Enterprise Analytics | 795.5K | male |
| Monica Schwartz | Executive VP and Chief Information & Digital Officer | — | female |
| Mark Griffin | Executive Vice President & Chief Human Resources Officer | — | male |
| Stephanie Reibling | Executive Vice President & Chief Merchandising Officer | — | female |
| Krystyna Kostka | Chief Supply Chain Officer | — | female |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2026-03-05 | 2026-04-08 | April Delaney | MD06 | — | Sale | $1,001 - $15,000 | ↗ |
| 2026-03-04 | 2026-04-08 | April Delaney | MD06 | — | Sale | $1,001 - $15,000 | ↗ |
| 2026-02-18 | 2026-03-11 | April Delaney | MD06 | — | Sale | $1,001 - $15,000 | ↗ |
| 2026-02-13 | 2026-03-11 | April Delaney | MD06 | — | Sale | $1,001 - $15,000 | ↗ |
| 2026-02-09 | 2026-03-11 | April Delaney | MD06 | — | Sale | $1,001 - $15,000 | ↗ |
| 2026-02-05 | 2026-03-11 | April Delaney | MD06 | — | Sale | $1,001 - $15,000 | ↗ |
| 2026-02-02 | 2026-03-11 | April Delaney | MD06 | — | Sale | $1,001 - $15,000 | ↗ |
| 2026-01-28 | 2026-02-03 | April Delaney | MD06 | — | Sale | $1,001 - $15,000 | ↗ |
| 2025-10-16 | 2025-11-05 | April Delaney | MD06 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-10-15 | 2025-11-05 | April Delaney | MD06 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-08-25 | 2025-09-03 | April Delaney | MD06 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-07-10 | 2025-08-13 | Lisa McClain | MI09 | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2025-06-11 | 2025-08-13 | Lisa McClain | MI09 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2025-04-14 | 2025-05-15 | Michael McCaul | TX10 | Spouse | Sale | $15,001 - $50,000 | ↗ |
| 2025-04-09 | 2025-05-02 | April Delaney | MD06 | Dependent | Purchase | $1,001 - $15,000 | ↗ |
| 2025-04-04 | 2025-05-15 | Michael McCaul | TX10 | Spouse | Sale | $15,001 - $50,000 | ↗ |
| 2025-04-04 | 2025-05-02 | April Delaney | MD06 | Dependent | Purchase | $1,001 - $15,000 | ↗ |
| 2025-04-02 | 2025-05-15 | Michael McCaul | TX10 | Spouse | Sale | $15,001 - $50,000 | ↗ |
| 2025-04-01 | 2025-05-02 | April Delaney | MD06 | Dependent | Purchase | $1,001 - $15,000 | ↗ |
| 2025-03-17 | 2025-04-03 | April Delaney | MD06 | — | Purchase | $1,001 - $15,000 | ↗ |
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Community Opinion for BJ
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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