Central Securities Corp. (CET)
New York City, NY, US
Central Securities Corporation functions as a publicly traded entity specializing in investment management. The firm primarily allocates capital within the United States' public stock markets. Additionally, it broadens its investment portfolio to include a diverse range of assets such as various bonds (including convertible and preferred types), warrants, options, and real estate. The company also invests in short-term debt instruments issued by governmental agencies, financial institutions, and corporations. Central Securities Corp. was established on October 1, 1929, and its main office is located in New York City.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.43% | +0.34% | +0.15% | +1.35% | +6.55% | +5.17% | +14.76% | +52.59% | +27.07% | +165.72% | +180.68% |
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.
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Revenue growth Asset Management: +17.4%-70.6% Q4'25: +57.4% (vs Q4'23)
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EPS growth Asset Management: +22.7%-9.8% Q4'25: +37.5% (vs Q4'23)
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FCF margin FCF growth · Asset Management: +27.7%+307.3% Q4'25: +26.3% (vs Q4'23)
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EBIT margin Asset Management: +50.6%+305.0% ★ Q4'25: +422.4% (vs Q4'23)
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ROIC Asset Management: +6.5%+15.3% ★ Q4'25: +37.0% (vs Q4'23)
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Share dilution Asset Management: +0.0%+2.1% Q4'25: +2.3% (vs Q4'23)
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Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×0.02× ★ Q4'25: 0.01× (vs Q4'23)
* 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.
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | A | 4/5 | 3/5 | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 |
| 2026-05-27 | A | 4/5 | 3/5 | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 |
| 2026-05-26 | A | 4/5 | 3/5 | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 |
| 2026-05-22 | A | 4/5 | 3/5 | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 |
| 2026-05-21 | A | 4/5 | 3/5 | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 |
| 2026-05-20 | A | 4/5 | 3/5 | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 |
| 2026-05-19 | A | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-18 | A | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-15 | A | 4/5 | 3/5 | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 |
| 2026-05-14 | A | 4/5 | 3/5 | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 |
| 2026-05-13 | A | 4/5 | 2/5 | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 |
| 2026-05-12 | A | 4/5 | 2/5 | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 |
| 2026-05-11 | A | 4/5 | 2/5 | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 |
| 2026-05-08 | A | 4/5 | 2/5 | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 |
| 2026-05-07 | A | 4/5 | 2/5 | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 |
| 2026-05-06 | A | 4/5 | 2/5 | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 |
| 2026-05-05 | A | 4/5 | 2/5 | 4/5 | 5/5 | 4/5 | 4/5 | 4/5 |
| 2026-05-04 | A | 4/5 | 2/5 | 4/5 | 5/5 | 4/5 | 4/5 | 4/5 |
| 2026-05-01 | A- | 4/5 | 2/5 | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-04-30 | A- | 4/5 | 2/5 | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-04-29 | A- | 4/5 | 2/5 | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-04-28 | A- | 4/5 | 2/5 | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-04-27 | A | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-04-24 | A | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-04-23 | A | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-04-22 | A | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-04-21 | A | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-04-20 | A | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 2/5 | 4/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2. | 9.17M | 34.90% | — | — | — | — | CO | — | 2021-02-08 | ↗ |
| 2 | Christian A. Johnson Endeavor Foundation | 7.55M | 32.80% | 7.55M | — | 7.55M | — | CO | New York | 2012-02-13 | ↗ |
| 3 | Christian A. Johnson Endeavor Foundation. | 5.06M | 37.36% | 5.06M | — | 5.06M | — | CO | New York | 1997-02-07 | ↗ |
| 4 | 13-1875970 | 2.00M | 5.10% | 2.00M | — | 2.00M | — | IV | Delaware | 2009-02-04 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 10.9K +10.9K (+100.0%) | 554.09M +554.1M (+100.0%) | 0.04% +0.038 pp | 0.33% +0.327 pp | USD50.71 +0.0% | 1 qtrs NEW |
| 2 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 803.7K +17.8K (+2.3%) | 40.76M +382.7K (+0.9%) | 2.78% +0.062 pp | 0.07% -0.006 pp | USD51.36 -1.3% | 2 qtrs — |
| 3 | BULLDOG INVESTORS, LLP | 390.9K +4.9K (+1.3%) | 19.82M -6.3K (0.0%) | 1.35% +0.017 pp | 4.42% -0.174 pp | USD35.35 +43.5% | 64 qtrs — |
| 4 | RAYMOND JAMES FINANCIAL INC | 323.3K +11.0K (+3.5%) | 16.39M +353.8K (+2.2%) | 1.12% +0.038 pp | 0.01% 0.000 pp | USD46.02 +10.2% | 5 qtrs — |
| 5 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 311.5K +23.7K (+8.2%) | 15.80M +1.0M (+6.8%) | 1.08% +0.082 pp | 2.32% +0.069 pp | USD44.32 +14.4% | 49 qtrs — |
| 6 | MORGAN STANLEY | 212.8K +19.4K (+10.1%) | 10.79M +858.4K (+8.6%) | 0.74% +0.067 pp | 0.00% +0.000 pp | USD37.20 +36.3% | 51 qtrs — |
| 7 | 1607 CAPITAL PARTNERS, LLC | 188.7K +— (+0.0%) | 9.57M -124.6K (-1.3%) | 0.65% +0.000 pp | 0.65% -0.078 pp | USD31.28 +62.1% | 68 qtrs — |
| 8 | BRASADA CAPITAL MANAGEMENT, LP | 123.0K +12.7K (+11.5%) | 6.24M +578.9K (+10.2%) | 0.43% +0.044 pp | 1.05% +0.101 pp | USD50.14 +1.1% | 4 qtrs — |
| 9 | SHAKER FINANCIAL SERVICES, LLC | 107.7K -25.2K (-18.9%) | 5.46M -1.4M (-20.0%) | 0.37% -0.087 pp | 1.73% -0.610 pp | USD42.24 +20.1% | 61 qtrs — |
| 10 | CHILTON INVESTMENT CO INC. | 107.2K +4.9K (+4.8%) | 5.43M +181.4K (+3.5%) | 0.37% +0.017 pp | 0.11% +0.006 pp | USD45.85 +10.6% | 6 qtrs — |
| 11 | THIRD AVENUE MANAGEMENT LLC | 101.8K +— (+0.0%) | 5.16M -58.0K (-1.1%) | 0.35% +0.000 pp | 0.94% -0.042 pp | USD25.82 +96.4% | 24 qtrs — |
| 12 | PATHSTONE HOLDINGS, LLC | 88.3K +12.7K (+16.8%) | 4.48M +595.8K (+15.3%) | 0.31% +0.044 pp | 0.02% +0.002 pp | USD44.93 +12.9% | 9 qtrs — |
| 13 | MATISSE CAPITAL | 65.0K +— (+0.0%) | 3.30M -42.9K (-1.3%) | 0.22% +0.000 pp | 1.47% -0.034 pp | USD42.08 +20.5% | 8 qtrs — |
| 14 | DOUGLASS WINTHROP ADVISORS, LLC | 59.4K +2.8K (+4.9%) | 3.01M +103.6K (+3.6%) | 0.21% +0.010 pp | 0.05% +0.002 pp | USD46.06 +10.1% | 6 qtrs — |
| 15 | UBS GROUP AG | 57.3K -1.4K (-2.4%) | 2.91M -109.2K (-3.6%) | 0.20% -0.005 pp | 0.00% +0.000 pp | USD41.93 +20.9% | 45 qtrs — |
| 16 | FIRST TRUST ADVISORS LP | 54.9K +5.2K (+10.4%) | 2.78M +230.1K (+9.0%) | 0.19% +0.018 pp | 0.00% +0.000 pp | USD36.83 +37.7% | 26 qtrs — |
| 17 | THOMAS J. HERZFELD ADVISORS, INC. | 54.6K +2.3K (+4.5%) | 2.77M +84.3K (+3.1%) | 0.19% +0.008 pp | 0.94% +0.016 pp | USD27.35 +85.4% | 53 qtrs — |
| 18 | PINNACLE ASSOCIATES LTD | 52.6K +2.7K (+5.5%) | 2.67M +105.1K (+4.1%) | 0.18% +0.009 pp | 0.03% +0.000 pp | USD51.34 -1.2% | 2 qtrs — |
| 19 | COLONIAL TRUST ADVISORS | 50.5K +1.6K (+3.3%) | 2.56M +49.4K (+2.0%) | 0.17% +0.006 pp | 0.19% -0.001 pp | USD33.01 +53.6% | 34 qtrs — |
| 20 | ROYAL BANK OF CANADA | 45.1K -1.5K (-3.3%) | 2.29M -108.0K (-4.5%) | 0.16% -0.005 pp | 0.00% +0.000 pp | USD30.79 +64.7% | 51 qtrs — |
| 21 | CETERA INVESTMENT ADVISERS | 44.8K +762.0 (+1.7%) | 2.27M +9.6K (+0.4%) | 0.15% +0.003 pp | 0.00% 0.000 pp | USD42.61 +19.0% | 8 qtrs — |
| 22 | CSS LLC/IL | 42.6K +— (+0.0%) | 2.16M -28.1K (-1.3%) | 0.15% +0.000 pp | 0.10% -0.002 pp | USD24.80 +104.5% | 49 qtrs — |
| 23 | ROBERTS GLORE & CO INC /IL/ | 35.1K +773.0 (+2.3%) | 1.78M +16.6K (+0.9%) | 0.12% +0.003 pp | 0.47% -0.008 pp | USD33.68 +50.6% | 31 qtrs — |
| 24 | HIGHTOWER ADVISORS, LLC | 31.2K +92.0 (+0.3%) | 1.58M -15.8K (-1.0%) | 0.11% +0.000 pp | 0.00% 0.000 pp | USD38.39 +32.1% | 12 qtrs — |
| 25 | LPL FINANCIAL LLC | 30.9K +12.3K (+65.7%) | 1.57M +609.2K (+63.5%) | 0.11% +0.042 pp | 0.00% +0.000 pp | USD46.85 +8.2% | 11 qtrs — |
| 26 | CAPITAL INVESTMENT ADVISORS, LLC | 30.9K -2.4K (-7.3%) | 1.56M -144.7K (-8.5%) | 0.11% -0.008 pp | 0.02% -0.004 pp | USD34.39 +47.5% | 14 qtrs — |
| 27 | INTEGRATED WEALTH CONCEPTS LLC | 30.8K -1.6K (-4.9%) | 1.56M -101.3K (-6.1%) | 0.11% -0.006 pp | 0.02% +0.004 pp | USD35.10 +44.5% | 15 qtrs — |
| 28 | UNCOMMON CENTS INVESTING LLC | 29.7K +1.2K (+4.3%) | 1.50M +42.6K (+2.9%) | 0.10% +0.004 pp | 0.36% +0.001 pp | USD29.94 +69.4% | 33 qtrs — |
| 29 | WELLS FARGO & COMPANY/MN | 23.1K -30.6K (-57.0%) | 1.17M -1.6M (-57.5%) | 0.08% -0.106 pp | 0.00% 0.000 pp | USD45.77 +10.8% | 57 qtrs — |
| 30 | STIFEL FINANCIAL CORP | 21.9K +— (+0.0%) | 1.11M -14.5K (-1.3%) | 0.08% +0.000 pp | 0.00% +0.000 pp | USD33.35 +52.1% | 30 qtrs — |
| 31 | FFT WEALTH MANAGEMENT LLC | 21.6K +— (+0.0%) | 1.10M -14.3K (-1.3%) | 0.07% +0.000 pp | 0.21% +0.005 pp | USD34.30 +47.8% | 14 qtrs — |
| 32 | BROWN BROTHERS HARRIMAN & CO | 18.4K +— (+0.0%) | 930.7K -12.1K (-1.3%) | 0.06% +0.000 pp | 0.01% -0.001 pp | USD28.03 +80.9% | 32 qtrs — |
| 33 | ADVISORS ASSET MANAGEMENT, INC. | 17.0K -280.0 (-1.6%) | 863.5K -25.6K (-2.9%) | 0.06% -0.001 pp | 0.01% -0.001 pp | USD45.47 +11.5% | 5 qtrs — |
| 34 | INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 16.5K -148.0 (-0.9%) | 834.7K -18.4K (-2.2%) | 0.06% -0.001 pp | 0.09% 0.000 pp | USD28.85 +75.8% | 35 qtrs — |
| 35 | KESTRA ADVISORY SERVICES, LLC | 16.1K +7.0 (+0.0%) | 818.2K -10.3K (-1.2%) | 0.06% +0.000 pp | 0.00% 0.000 pp | USD43.89 +15.5% | 7 qtrs — |
| 36 | NEVILLE RODIE & SHAW INC | 16.0K +— (+0.0%) | 811.0K -11.0K (-1.3%) | 0.06% +0.000 pp | 0.06% -0.002 pp | USD35.25 +43.9% | 30 qtrs — |
| 37 | FIRST MANHATTAN CO. LLC. | 15.8K +728.0 (+4.8%) | 801.2K +27.0K (+3.5%) | 0.05% +0.003 pp | 0.00% +0.000 pp | USD28.67 +76.9% | 51 qtrs — |
| 38 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 15.7K +256.0 (+1.7%) | 797.0K +3.0K (+0.4%) | 0.05% +0.001 pp | 0.00% 0.000 pp | USD40.61 +24.9% | 20 qtrs — |
| 39 | S&CO INC | 15.5K +724.0 (+4.9%) | 784.0K +27.0K (+3.6%) | 0.05% +0.003 pp | 0.05% +0.002 pp | USD33.66 +50.7% | 26 qtrs — |
| 40 | CALDWELL SUTTER CAPITAL, INC. | 15.1K +1.5K (+10.9%) | 766.9K +66.3K (+9.5%) | 0.05% +0.005 pp | 0.33% +0.026 pp | USD40.39 +25.6% | 13 qtrs — |
| 41 | MERCER GLOBAL ADVISORS INC /ADV | 15.0K +116.0 (+0.8%) | 759.6K -3.9K (-0.5%) | 0.05% +0.000 pp | 0.00% 0.000 pp | USD38.98 +30.1% | 20 qtrs — |
| 42 | DIVERSIFIED TRUST CO | 14.0K +653.0 (+4.9%) | 707.9K +24.3K (+3.6%) | 0.05% +0.002 pp | 0.01% -0.001 pp | USD23.41 +116.6% | 37 qtrs — |
| 43 | PARKWOODS WEALTH PARTNERS, LLC | 13.7K +— (+0.0%) | 693.6K -9.0K (-1.3%) | 0.05% +0.000 pp | 0.20% -0.036 pp | USD45.84 +10.6% | 6 qtrs — |
| 44 | JOEL ISAACSON & CO., LLC | 13.2K +— (+0.0%) | 669.9K -8.7K (-1.3%) | 0.05% +0.000 pp | 0.02% -0.002 pp | USD44.96 +12.8% | 4 qtrs — |
| 45 | BANK OF MONTREAL /CAN/ | 11.8K -36.0 (-0.3%) | 600.1K -9.7K (-1.6%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD33.58 +51.0% | 51 qtrs — |
| 46 | ADVISOR GROUP HOLDINGS, INC. | 11.7K +1.8K (+17.8%) | 594.5K +92.4K (+18.4%) | 0.04% +0.006 pp | 0.00% +0.000 pp | USD37.40 +35.6% | 24 qtrs — |
| 47 | PNC FINANCIAL SERVICES GROUP, INC. | 11.0K +512.0 (+4.9%) | 555.6K +19.1K (+3.6%) | 0.04% +0.002 pp | 0.00% +0.000 pp | USD51.34 -1.2% | 2 qtrs — |
| 48 | ENVESTNET ASSET MANAGEMENT INC | 10.9K +1.8K (+19.3%) | 550.4K +82.9K (+17.7%) | 0.04% +0.006 pp | 0.00% +0.000 pp | USD47.13 +7.6% | 4 qtrs — |
| 49 | FORMIDABLE ASSET MANAGEMENT, LLC | 10.2K +10.2K (+100.0%) | 522.3K +522.3K (+100.0%) | 0.04% +0.035 pp | 0.08% +0.076 pp | USD50.71 +0.0% | 1 qtrs NEW |
| 50 | MERIDIAN INVESTMENT COUNSEL INC. | 10.2K +90.0 (+0.9%) | 516.0K -2.1K (-0.4%) | 0.04% +0.000 pp | 0.12% -0.004 pp | USD24.61 +106.1% | 44 qtrs — |
| 51 | KING LUTHER CAPITAL MANAGEMENT CORP | 9.7K +452.0 (+4.9%) | 491.3K +16.9K (+3.6%) | 0.03% +0.002 pp | 0.00% +0.000 pp | USD31.52 +60.9% | 26 qtrs — |
| 52 | WOLVERINE ASSET MANAGEMENT LLC | 9.3K -7.0K (-43.0%) | 471.9K -367.0K (-43.8%) | 0.03% -0.024 pp | 0.00% -0.003 pp | USD45.09 +12.5% | 14 qtrs — |
| 53 | ACCEL WEALTH MANAGEMENT | 8.7K +341.0 (+4.1%) | 441.4K +11.8K (+2.7%) | 0.03% +0.001 pp | 0.12% -0.004 pp | USD39.01 +30.0% | 18 qtrs — |
| 54 | PRIVATE ADVISOR GROUP, LLC | 7.7K +343.0 (+4.7%) | 388.6K +12.6K (+3.3%) | 0.03% +0.001 pp | 0.00% +0.000 pp | USD44.18 +14.8% | 7 qtrs — |
| 55 | GUGGENHEIM CAPITAL LLC | 7.0K -4.9K (-41.2%) | 355.2K -257.0K (-42.0%) | 0.02% -0.017 pp | 0.00% -0.002 pp | USD41.51 +22.2% | 9 qtrs — |
| 56 | NITOR CAPITAL MANAGEMENT LLC | 6.2K +6.2K (+100.0%) | 316.5K +316.5K (+100.0%) | 0.02% +0.022 pp | 0.28% +0.281 pp | USD50.71 +0.0% | 1 qtrs NEW |
| 57 | PARK AVENUE SECURITIES LLC | 6.2K +289.0 (+4.9%) | 315.0K +11.0K (+3.6%) | 0.02% +0.001 pp | 0.00% +0.000 pp | USD47.99 +5.7% | 3 qtrs — |
| 58 | CONFLUENCE WEALTH SERVICES, INC. | 6.1K -80.0 (-1.3%) | 307.5K -8.1K (-2.6%) | 0.02% 0.000 pp | 0.01% -0.003 pp | USD44.07 +15.1% | 17 qtrs — |
| 59 | QUAD-CITIES INVESTMENT GROUP, LLC | 6.0K -421.0 (-6.6%) | 303.1K -25.5K (-7.8%) | 0.02% -0.002 pp | 0.13% -0.015 pp | USD33.82 +49.9% | 32 qtrs — |
| 60 | BECK MACK & OLIVER LLC | 5.9K +8.0 (+0.1%) | 297.3K -3.5K (-1.2%) | 0.02% +0.000 pp | 0.01% 0.000 pp | USD42.07 +20.5% | 8 qtrs — |
| 61 | EVANSON ASSET MANAGEMENT, LLC | 5.7K +— (+0.0%) | 286.7K -3.7K (-1.3%) | 0.02% +0.000 pp | 0.02% -0.001 pp | USD41.90 +21.0% | 8 qtrs — |
| 62 | WITTENBERG INVESTMENT MANAGEMENT, INC. | 5.2K +— (+0.0%) | 263.0K -3.4K (-1.3%) | 0.02% +0.000 pp | 0.10% -0.005 pp | USD41.60 +21.9% | 19 qtrs — |
| 63 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4.9K +— (+0.0%) | 247.2K -3.2K (-1.3%) | 0.02% +0.000 pp | 0.08% -0.004 pp | USD41.60 +21.9% | 8 qtrs — |
| 64 | JANE STREET GROUP, LLC | 4.5K +4.5K (+100.0%) | 229.7K +229.7K (+100.0%) | 0.02% +0.016 pp | 0.00% +0.000 pp | USD50.71 +0.0% | 1 qtrs NEW |
| 65 | SMITHFIELD TRUST CO | 4.5K +— (+0.0%) | 228.0K -2.0K (-0.9%) | 0.02% +0.000 pp | 0.01% 0.000 pp | USD45.84 +10.6% | 6 qtrs — |
| 66 | STOLPER CO | 4.5K +186.0 (+4.3%) | 227.0K +7.0K (+3.2%) | 0.02% +0.001 pp | 0.07% +0.000 pp | USD47.98 +5.7% | 5 qtrs — |
| 67 | ROBOTTI ROBERT | 4.4K +4.4K (+100.0%) | 221.9K +221.9K (+100.0%) | 0.02% +0.015 pp | 0.04% +0.040 pp | USD50.71 +0.0% | 1 qtrs NEW |
| 68 | WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 4.4K +204.0 (+4.9%) | 221.9K +7.6K (+3.5%) | 0.02% +0.001 pp | 0.00% +0.000 pp | USD51.34 -1.2% | 2 qtrs — |
| 69 | LEVEL FOUR ADVISORY SERVICES, LLC | 4.3K +202.0 (+4.9%) | 219.6K +7.5K (+3.6%) | 0.02% +0.001 pp | 0.01% 0.000 pp | USD51.34 -1.2% | 2 qtrs — |
| 70 | COMMONWEALTH EQUITY SERVICES, LLC | 4.2K -566.0 (-11.8%) | 214.0K -32.0K (-13.0%) | 0.01% -0.002 pp | 0.00% +0.000 pp | USD42.13 +20.4% | 8 qtrs — |
| 71 | VISTA INVESTMENT PARTNERS II, LLC | 4.0K -6.0 (-0.2%) | 200.5K -2.9K (-1.4%) | 0.01% +0.000 pp | 0.09% -0.009 pp | USD51.37 -1.3% | 2 qtrs — |
| 72 | LUMMIS ASSET MANAGEMENT, LP | 3.0K +— (+0.0%) | 154.0K -2.0K (-1.3%) | 0.01% +0.000 pp | 0.09% -0.008 pp | USD37.77 +34.3% | 9 qtrs — |
| 73 | CAPITAL ANALYSTS, LLC | 1.7K +79.0 (+4.9%) | 86.0K +3.0K (+3.6%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD51.34 -1.2% | 2 qtrs — |
| 74 | NOBLE WEALTH MANAGEMENT PBC | 1.4K +1.4K (+100.0%) | 72.8K +72.8K (+100.0%) | 0.01% +0.005 pp | 0.04% +0.037 pp | USD50.71 +0.0% | 1 qtrs NEW |
| 75 | NBC SECURITIES, INC. | 1.2K +24.0 (+2.0%) | 61.4K +410.0 (+0.7%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD46.45 +9.2% | 10 qtrs — |
| 76 | BANK OF AMERICA CORP /DE/ | 1.2K +670.0 (+134.0%) | 59.3K +33.6K (+131.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD49.49 +2.5% | 52 qtrs — |
| 77 | HARBOR INVESTMENT ADVISORY, LLC | 742.00 -63.0 (-7.8%) | 37.6K -3.7K (-9.0%) | 0.00% 0.000 pp | 0.00% -0.001 pp | USD41.75 +21.5% | 8 qtrs — |
| 78 | ASSETMARK, INC | 699.00 +699.0 (+100.0%) | 35.4K +35.4K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD50.71 +0.0% | 1 qtrs NEW |
| 79 | ARMSTRONG ADVISORY GROUP, INC | 543.00 +— (+0.0%) | 27.6K -359.0 (-1.3%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD45.69 +11.0% | 5 qtrs — |
| 80 | FARTHER FINANCE ADVISORS, LLC | 515.00 -74.0 (-12.6%) | 26.1K -4.1K (-13.7%) | 0.00% 0.000 pp | 0.00% 0.000 pp | USD44.83 +13.1% | 7 qtrs — |
| 81 | MAI CAPITAL MANAGEMENT | 500.00 +400.0 (+400.0%) | 25.4K +20.2K (+393.6%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD50.84 -0.3% | 2 qtrs — |
| 82 | DUNHILL FINANCIAL, LLC | 407.00 +407.0 (+100.0%) | 20.6K +20.6K (+100.0%) | 0.00% +0.001 pp | 0.01% +0.005 pp | USD50.71 +0.0% | 1 qtrs NEW |
| 83 | ATLANTIC UNION BANKSHARES CORP | 345.00 +— (+0.0%) | 17.5K -228.0 (-1.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD47.86 +6.0% | 3 qtrs — |
| 84 | NEWEDGE ADVISORS, LLC | 268.00 +12.0 (+4.7%) | 13.6K +439.0 (+3.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD35.78 +41.7% | 13 qtrs — |
| 85 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 157.00 +7.0 (+4.7%) | 8.0K +255.0 (+3.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD36.12 +40.4% | 10 qtrs — |
| 86 | SIGNATUREFD, LLC | 95.00 +— (+0.0%) | 4.8K -63.0 (-1.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD41.91 +21.0% | 10 qtrs — |
| 87 | ST GERMAIN D J CO INC | 56.00 +3.0 (+5.7%) | 2.8K +97.0 (+3.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD48.00 +5.6% | 5 qtrs — |
| 88 | JOHNSON INVESTMENT COUNSEL INC | — -4.2K (-100.0%) | — -216.0K (-100.0%) | 0.00% -0.015 pp | 0.00% -0.002 pp | USD— | 3 qtrs SOLD |
| 89 | TRUNORTH CAPITAL MANAGEMENT, LLC | — -2.6K (-100.0%) | — -133.0K (-100.0%) | 0.00% -0.009 pp | 0.00% -0.026 pp | USD— | 8 qtrs SOLD |
| 90 | AQR ARBITRAGE LLC | — -44.1K (-100.0%) | — -2.3M (-100.0%) | 0.00% -0.153 pp | 0.00% -0.058 pp | USD— | 11 qtrs SOLD |
| 91 | VIDENT ADVISORY, LLC | — -4.5K (-100.0%) | — -230.0K (-100.0%) | 0.00% -0.016 pp | 0.00% -0.002 pp | USD— | 7 qtrs SOLD |
| 92 | SIPPICAN CAPITAL ADVISORS | — -6.0K (-100.0%) | — -308.2K (-100.0%) | 0.00% -0.021 pp | 0.00% -0.204 pp | USD— | 46 qtrs SOLD |
| 93 | WEALTHSPIRE ADVISORS, LLC | — -800.0 (-100.0%) | — -41.1K (-100.0%) | 0.00% -0.003 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 94 | COMERICA BANK | — -7.0 (-100.0%) | — -360.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 10 qtrs SOLD |
| 95 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | — -4.3K (-100.0%) | — -218.3K (-100.0%) | 0.00% -0.015 pp | 0.00% -0.014 pp | USD— | 9 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust Income Opportunities ETF FCEF | 2.16% | 1.74M | 3.69% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-19 | ENDEAVOR FOUNDATION, INC. | 10% Owner | G-Gift | D | Common Stock | 19,000 | 0.00 | — | 9,519,835 | D | ↗ |
| 2026-04-22 | ENDEAVOR FOUNDATION, INC. | 10% Owner | G-Gift | D | Common Stock | 18,750 | 0.00 | — | 9,538,835 | D | ↗ |
| 2026-03-26 | ENDEAVOR FOUNDATION, INC. | 10% Owner | G-Gift | D | Common Stock | 20,160 | 0.00 | — | 9,557,585 | D | ↗ |
| 2026-02-26 | ENDEAVOR FOUNDATION, INC. | 10% Owner | G-Gift | D | Common Stock | 19,200 | 0.00 | — | 9,577,745 | D | ↗ |
| 2025-12-31 | Poppe David Martin | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-31 | Kidd Wilmot H IV | Director | — | — | Common Stock | 0 | 0.00 | — | 311,968 | D | ↗ |
| 2025-12-31 | KRUMHOLZ MARLENE A | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-31 | KIDD WILMOT H | Director | — | — | Common Stock | 0 | 0.00 | — | 526,404 | I | ↗ |
| 2025-12-31 | ENDEAVOR FOUNDATION, INC. | 10% Owner | — | — | Common Stock | 0 | 0.00 | — | 9,596,945 | D | ↗ |
| 2025-12-31 | CALDER DONALD G | Director | — | — | Common Stock | 0 | 0.00 | — | 4,375 | I | ↗ |
| 2025-12-31 | Browning Simms C | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-31 | Blackford Leo Price | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-29 | Hill John C | Director / Officer | P-Purchase | A | Common Stock | 500 | 50.91 | 25.5K | 77,373 | D | ↗ |
| 2025-12-10 | Wheelock Jacob C. | Officer | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-11-07 | Hill John C | Director / Officer | P-Purchase | A | Common Stock | 100 | 50.70 | 5.1K | 73,277 | D | ↗ |
| 2025-07-31 | ENDEAVOR FOUNDATION, INC. | 10% Owner | G-Gift | D | Common Stock | 41,200 | 0.00 | — | 9,367,039 | D | ↗ |
| 2025-06-27 | Hill John C | Director / Officer | L-Small | A | Common Stock | 4 | 47.94 | 191.76 | 858 | I | ↗ |
| 2025-02-25 | ENDEAVOR FOUNDATION, INC. | 10% Owner | G-Gift | D | Common Stock | 32,000 | 0.00 | — | 9,408,239 | D | ↗ |
| 2025-01-06 | O'Neill Andrew J | Officer | P-Purchase | A | Common Stock | 1,309 | 45.65 | 59.8K | 88,146 | D | ↗ |
| 2025-01-06 | Hill John C | Director / Officer | P-Purchase | A | Common Stock | 700 | 45.87 | 32.1K | 72,992 | D | ↗ |
| 2024-12-31 | Poppe David Martin | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-31 | Kidd Wilmot H IV | Director | — | — | Common Stock | 0 | 0.00 | — | 311,877 | D | ↗ |
| 2024-12-31 | KRUMHOLZ MARLENE A | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-31 | KIDD WILMOT H | Director | — | — | Common Stock | 0 | 0.00 | — | 94,104 | I | ↗ |
| 2024-12-31 | ENDEAVOR FOUNDATION, INC. | 10% Owner | — | — | Common Stock | 0 | 0.00 | — | 9,440,239 | D | ↗ |
| 2024-12-31 | CALDER DONALD G | Director | — | — | Common Stock | 0 | 0.00 | — | 4,171 | I | ↗ |
| 2024-12-31 | Blackford Leo Price | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-05 | ENDEAVOR FOUNDATION, INC. | 10% Owner | G-Gift | D | Common Stock | 42,500 | 0.00 | — | 9,237,234 | D | ↗ |
| 2024-11-25 | ENDEAVOR FOUNDATION, INC. | 10% Owner | G-Gift | D | Common Stock | 110,000 | 0.00 | — | 9,279,734 | D | ↗ |
| 2024-10-30 | Hill John C | Director / Officer | P-Purchase | A | Common Stock | 600 | 46.71 | 28.0K | 69,296 | D | ↗ |
| 2024-10-24 | O'Neill Andrew J | Officer | P-Purchase | A | Common Stock | 1,080 | 46.09 | 49.8K | 84,916 | D | ↗ |
| 2024-08-07 | ENDEAVOR FOUNDATION, INC. | 10% Owner | G-Gift | D | Common Stock | 37,500 | 0.00 | — | 9,389,734 | — | ↗ |
| 2024-06-26 | O'Neill Andrew J | Officer | L-Small | A | Common Stock | 197 | 43.87 | 8.6K | 83,836 | D | ↗ |
| 2024-06-26 | Hill John C | Director / Officer | L-Small | A | Common Stock | 149 | 43.87 | 6.5K | 68,696 | D | ↗ |
| 2024-06-01 | Malone Joseph | Officer | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-05-02 | Hill John C | Director / Officer | P-Purchase | A | Common Stock | 200 | 40.82 | 8.2K | 616 | — | ↗ |
| 2024-04-19 | O'Neill Andrew J | Officer | P-Purchase | A | Common Stock | 800 | 40.13 | 32.1K | 83,639 | — | ↗ |
| 2024-04-18 | Hill John C | Director / Officer | P-Purchase | A | Common Stock | 200 | 40.43 | 8.1K | 68,247 | — | ↗ |
| 2024-03-14 | Hill John C | Director / Officer | P-Purchase | A | Common Stock | 300 | 39.94 | 12.0K | 68,047 | — | ↗ |
| 2023-12-31 | VOGEL LAWRENCE P | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-12-31 | Poppe David Martin | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-12-31 | O'Neill Andrew J | Officer | — | I | Common Stock | 0 | 0.00 | — | 1,200 | — | ↗ |
| 2023-12-31 | Kidd Wilmot H IV | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-12-31 | KRUMHOLZ MARLENE A | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-12-31 | KIDD WILMOT H | Director | — | I | Common Stock | 0 | 0.00 | — | 175,129 | — | ↗ |
| 2023-12-31 | Hill John C | Director / Officer | — | I | Common Stock | 0 | 0.00 | — | 216 | — | ↗ |
| 2023-12-31 | ENDEAVOR FOUNDATION, INC. | 10% Owner | — | D | Common Stock | 0 | 0.00 | — | 9,427,234 | — | ↗ |
| 2023-12-31 | CALDER DONALD G | Director | — | I | Common Stock | 0 | 0.00 | — | 14,784 | — | ↗ |
| 2023-12-31 | Blackford Leo Price | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-12-18 | ENDEAVOR FOUNDATION, INC. | 10% Owner | G-Gift | D | Common Stock | 135,500 | 0.00 | — | 9,217,553 | — | ↗ |
| 2023-10-25 | Hill John C | Director / Officer | P-Purchase | A | Common Stock | 260 | 35.15 | 9.1K | 64,841 | — | ↗ |
| 2023-10-20 | Hill John C | Director / Officer | P-Purchase | A | Common Stock | 200 | 35.51 | 7.1K | 64,581 | — | ↗ |
| 2023-10-19 | O'Neill Andrew J | Officer | P-Purchase | A | Common Stock | 1,954 | 35.80 | 69.9K | 81,021 | — | ↗ |
| 2023-10-06 | ENDEAVOR FOUNDATION, INC. | 10% Owner | G-Gift | D | Common Stock | 47,950 | 0.00 | — | 9,353,053 | — | ↗ |
| 2023-09-20 | ENDEAVOR FOUNDATION, INC. | 10% Owner | G-Gift | D | Common Stock | 41,500 | 0.00 | — | 9,401,003 | — | ↗ |
| 2023-06-28 | O'Neill Andrew J | Officer | P-Purchase | A | Common Stock | 215 | 35.79 | 7.7K | 79,067 | — | ↗ |
| 2023-06-28 | Hill John C | Director / Officer | L-Small | A | Common Stock | 151 | 35.79 | 5.4K | 64,381 | — | ↗ |
| 2023-05-09 | O'Neill Andrew J | Officer | L-Small | A | Common Stock | 222 | 34.23 | 7.6K | 78,852 | — | ↗ |
| 2023-03-28 | Poppe David Martin | Director | P-Purchase | A | Common Stock | 1,500 | 34.06 | 51.1K | 13,500 | — | ↗ |
| 2023-03-27 | Poppe David Martin | Director | P-Purchase | A | Common Stock | 3,500 | 34.24 | 119.8K | 12,000 | — | ↗ |
| 2023-01-06 | Blackford Leo Price | Director | P-Purchase | A | Common Stock | 1,000 | 34.12 | 34.1K | 43,068 | — | ↗ |
| 2023-01-05 | Blackford Leo Price | Director | G-Gift | D | Common Stock | 975 | 0.00 | — | 42,068 | — | ↗ |
| 2022-12-31 | VOGEL LAWRENCE P | Officer | — | D | Common Stock | 0 | 0.00 | — | 13,182 | — | ↗ |
| 2022-12-31 | Poppe David Martin | Director | — | D | Common Stock | 0 | 0.00 | — | 8,500 | — | ↗ |
| 2022-12-31 | Kidd Wilmot H IV | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-12-31 | KRUMHOLZ MARLENE A | Officer | — | I | Common Stock | 0 | 0.00 | — | 400 | — | ↗ |
| 2022-12-31 | KIDD WILMOT H | Director | — | I | Common Stock | 0 | 0.00 | — | 85,176 | — | ↗ |
| 2022-12-31 | Hill John C | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-12-31 | ENDEAVOR FOUNDATION, INC. | 10% Owner | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-12-31 | CALDER DONALD G | Director | — | I | Common Stock | 0 | 0.00 | — | 14,150 | — | ↗ |
| 2022-12-30 | Colander David Charles | Director | S-Sale | D | Common Stock | 29 | 33.12 | 960.48 | 10,366 | D | ↗ |
| 2022-12-28 | O'Neill Andrew J | Officer | P-Purchase | A | Common Stock | 2,388 | 33.21 | 79.3K | 78,630 | — | ↗ |
| 2022-12-13 | KRUMHOLZ MARLENE A | Officer | P-Purchase | A | Common Stock | 400 | 34.84 | 13.9K | 400 | — | ↗ |
| 2022-09-22 | Blackford Leo Price | Director | P-Purchase | A | Common Stock | 2,000 | 34.85 | 69.7K | 41,330 | — | ↗ |
| 2022-09-08 | Blackford Leo Price | Director | G-Gift | D | Common Stock | 1,720 | 0.00 | — | 39,330 | — | ↗ |
| 2022-08-04 | Colander David Charles | Director | J-Other | D | Common Stock | 500 | 0.00 | — | 10,395 | D | ↗ |
| 2022-06-27 | Colander David Charles | Director | L-Small | A | Common Stock | 60 | 34.50 | 2.1K | 10,895 | D | ↗ |
| 2022-06-24 | KRUMHOLZ MARLENE A | Officer | L-Small | A | Common Stock | 28 | 34.85 | 975.80 | 16,231 | — | ↗ |
| 2022-06-24 | Blackford Leo Price | Director | L-Small | A | Common Stock | 142 | 34.85 | 4.9K | 41,050 | — | ↗ |
| 2022-03-16 | Poppe David Martin | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 7,959 | — | ↗ |
| 2022-03-16 | Kidd Wilmot H IV | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 309,925 | — | ↗ |
| 2022-03-16 | INGLIS JAY R | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 15,156 | — | ↗ |
| 2022-03-16 | Colander David Charles | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 10,835 | — | ↗ |
| 2022-03-16 | CALDER DONALD G | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 73,636 | — | ↗ |
| 2022-03-16 | Browning Simms C | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 19,726 | — | ↗ |
| 2022-03-16 | Blackford Leo Price | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 40,908 | — | ↗ |
| 2021-12-31 | VOGEL LAWRENCE P | Officer | — | D | Common Stock | 0 | 0.00 | — | 12,382 | — | ↗ |
| 2021-12-31 | Poppe David Martin | Director | — | D | Common Stock | 0 | 0.00 | — | 7,459 | — | ↗ |
| 2021-12-31 | O'Neill Andrew J | Officer | — | I | Common Stock | 0 | 0.00 | — | 1,067 | — | ↗ |
| 2021-12-31 | Kidd Wilmot H IV | Director | — | D | Common Stock | 0 | 0.00 | — | 309,425 | — | ↗ |
| 2021-12-31 | KRUMHOLZ MARLENE A | Officer | — | D | Common Stock | 0 | 0.00 | — | 16,203 | — | ↗ |
| 2021-12-31 | KIDD WILMOT H | Director | — | I | Common Stock | 0 | 0.00 | — | 170,614 | — | ↗ |
| 2021-12-31 | Hill John C | Director / Officer | — | D | Common Stock | 0 | 0.00 | — | 60,404 | — | ↗ |
| 2021-12-31 | ENDEAVOR FOUNDATION, INC. | 10% Owner | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-12-31 | Colander David Charles | Director | — | I | Common Stock | 0 | 0.00 | — | 18,719 | — | ↗ |
| 2021-12-31 | CALDER DONALD G | Director | — | D | Common Stock | 0 | 0.00 | — | 73,136 | — | ↗ |
| 2021-12-31 | Blackford Leo Price | Director | — | D | Common Stock | 0 | 0.00 | — | 40,408 | — | ↗ |
| 2021-12-14 | VOGEL LAWRENCE P | Officer | A-Award | A | Common Stock | 1,000 | 41.31 | 41.3K | 11,762 | — | ↗ |
| 2021-12-14 | O'Neill Andrew J | Officer | A-Award | A | Common Stock | 1,000 | 41.31 | 41.3K | 68,545 | — | ↗ |
| 2021-12-14 | KRUMHOLZ MARLENE A | Officer | A-Award | A | Common Stock | 1,000 | 41.31 | 41.3K | 15,271 | — | ↗ |
| 2021-12-14 | Hill John C | Director / Officer | A-Award | A | Common Stock | 10,682 | 41.31 | 441.3K | 60,741 | — | ↗ |
| 2021-08-17 | Hill John C | Director / Officer | P-Purchase | A | Common Stock | 100 | 42.30 | 4.2K | 50,059 | — | ↗ |
| 2021-06-28 | O'Neill Andrew J | Officer | L-Small | A | Common Stock | 4 | 42.18 | 168.72 | 980 | — | ↗ |
| 2021-06-28 | Hill John C | Director / Officer | L-Small | A | Common Stock | 122 | 42.18 | 5.1K | 49,959 | — | ↗ |
| 2021-06-25 | VOGEL LAWRENCE P | Officer | L-Small | A | Common Stock | 8 | 42.54 | 340.32 | 10,762 | — | ↗ |
| 2021-03-24 | Browning Simms C | Director | P-Purchase | A | Common Stock | 417 | 37.25 | 15.5K | 19,226 | — | ↗ |
| 2021-03-18 | Poppe David Martin | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 6,790 | — | ↗ |
| 2021-03-18 | Kidd Wilmot H IV | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 307,393 | — | ↗ |
| 2021-03-18 | INGLIS JAY R | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 14,656 | — | ↗ |
| 2021-03-18 | Colander David Charles | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 9,949 | — | ↗ |
| 2021-03-18 | CALDER DONALD G | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 67,182 | — | ↗ |
| 2021-03-18 | Browning Simms C | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 18,808 | — | ↗ |
| 2021-03-18 | Blackford Leo Price | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 38,282 | — | ↗ |
| 2021-03-16 | Browning Simms C | Director | P-Purchase | A | Common Stock | 500 | 37.25 | 18.6K | 3,500 | — | ↗ |
| 2021-03-15 | Browning Simms C | Director | P-Purchase | A | Common Stock | 308 | 37.21 | 11.5K | 3,000 | — | ↗ |
| 2021-01-27 | O'Neill Andrew J | Officer | P-Purchase | A | Common Stock | 431 | 33.64 | 14.5K | 67,399 | — | ↗ |
| 2021-01-12 | O'Neill Andrew J | Officer | P-Purchase | A | Common Stock | 1 | 33.09 | 33.09 | 976 | — | ↗ |
| 2021-01-11 | O'Neill Andrew J | Officer | P-Purchase | A | Common Stock | 400 | 33.12 | 13.2K | 65,892 | — | ↗ |
| 2020-12-31 | VOGEL LAWRENCE P | Officer | — | D | Common Stock | 0 | 0.00 | — | 10,754 | — | ↗ |
| 2020-12-31 | Poppe David Martin | Director | — | D | Common Stock | 0 | 0.00 | — | 6,290 | — | ↗ |
| 2020-12-31 | Kidd Wilmot H IV | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-12-31 | KRUMHOLZ MARLENE A | Officer | — | D | Common Stock | 0 | 0.00 | — | 14,271 | — | ↗ |
| 2020-12-31 | KIDD WILMOT H | Director / Officer | — | I | Common Stock | 0 | 0.00 | — | 128,228 | — | ↗ |
| 2020-12-31 | Hill John C | Officer | — | D | Common Stock | 0 | 0.00 | — | 49,837 | — | ↗ |
| 2020-12-31 | ENDEAVOR FOUNDATION, INC. | 10% Owner | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-12-31 | Colander David Charles | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-12-31 | CALDER DONALD G | Director | — | I | Common Stock | 0 | 0.00 | — | 5,675 | — | ↗ |
| 2020-12-31 | Blackford Leo Price | Director | — | D | Common Stock | 0 | 0.00 | — | 37,782 | — | ↗ |
| 2020-12-16 | VOGEL LAWRENCE P | Officer | A-Award | A | Common Stock | 1,000 | 31.68 | 31.7K | 10,627 | — | ↗ |
| 2020-12-16 | O'Neill Andrew J | Officer | A-Award | A | Common Stock | 4,945 | 31.68 | 156.7K | 64,500 | — | ↗ |
| 2020-12-16 | KRUMHOLZ MARLENE A | Officer | A-Award | A | Common Stock | 1,000 | 31.68 | 31.7K | 13,982 | — | ↗ |
| 2020-12-16 | Hill John C | Officer | A-Award | A | Common Stock | 8,891 | 31.68 | 281.7K | 51,186 | — | ↗ |
| 2020-12-11 | ENDEAVOR FOUNDATION, INC. | Director | — | D | Common Stock | 0 | 0.00 | — | 9,168,908 | — | ↗ |
| 2020-11-10 | Blackford Leo Price | Director | P-Purchase | A | Common Stock | 5,000 | 31.01 | 155.1K | 36,735 | — | ↗ |
| 2020-11-09 | ENDEAVOR FOUNDATION, INC. | Director | — | D | Common Stock | 0 | 0.00 | — | 8,956,763 | — | ↗ |
| 2020-10-28 | Hill John C | Officer | P-Purchase | A | Common Stock | 10 | 28.22 | 282.20 | 119 | — | ↗ |
| 2020-10-23 | O'Neill Andrew J | Officer | L-Small | A | Common Stock | 187 | 29.42 | 5.5K | 59,555 | — | ↗ |
| 2020-09-25 | Hill John C | Officer | L-Small | A | Common Stock | 273 | 28.48 | 7.8K | 42,195 | — | ↗ |
| 2020-09-08 | Hill John C | Officer | P-Purchase | A | Common Stock | 400 | 28.82 | 11.5K | 41,922 | — | ↗ |
| 2020-09-04 | Hill John C | Officer | P-Purchase | A | Common Stock | 400 | 29.18 | 11.7K | 41,522 | — | ↗ |
| 2020-06-29 | VOGEL LAWRENCE P | Officer | L-Small | A | Common Stock | 13 | 28.78 | 374.14 | 9,627 | — | ↗ |
| 2020-06-29 | Hill John C | Officer | L-Small | A | Common Stock | 164 | 28.37 | 4.7K | 41,122 | — | ↗ |
| 2020-06-26 | Blackford Leo Price | Director | L-Small | A | Common Stock | 114 | 28.78 | 3.3K | 31,735 | — | ↗ |
| 2020-05-22 | ENDEAVOR FOUNDATION, INC. | Director | — | D | Common Stock | 0 | 0.00 | — | 8,966,763 | — | ↗ |
| 2020-04-03 | ENDEAVOR FOUNDATION, INC. | Director | — | D | Common Stock | 0 | 0.00 | — | 8,975,663 | — | ↗ |
| 2020-03-19 | Colander David Charles | Director | P-Purchase | A | Common Stock | 8,000 | 21.21 | 169.7K | 15,235 | — | ↗ |
| 2020-03-18 | Poppe David Martin | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 6,000 | — | ↗ |
| 2020-03-18 | O'Neill Andrew J | Officer | P-Purchase | A | Common Stock | 1,500 | 20.28 | 30.4K | 59,368 | — | ↗ |
| 2020-03-18 | Kidd Wilmot H IV | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 224,981 | — | ↗ |
| 2020-03-18 | INGLIS JAY R | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 14,156 | — | ↗ |
| 2020-03-18 | Hill John C | Officer | P-Purchase | A | Common Stock | 1,000 | 20.28 | 20.3K | 40,958 | — | ↗ |
| 2020-03-18 | Colander David Charles | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 9,451 | — | ↗ |
| 2020-03-18 | CALDER DONALD G | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 65,623 | — | ↗ |
| 2020-03-18 | Browning Simms C | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 16,306 | — | ↗ |
| 2020-03-18 | Blackford Leo Price | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 31,621 | — | ↗ |
| 2020-03-12 | Hill John C | Officer | P-Purchase | A | Common Stock | 930 | 25.29 | 23.5K | 39,958 | — | ↗ |
| 2020-03-12 | CALDER DONALD G | Director | P-Purchase | A | Common Stock | 700 | 25.26 | 17.7K | 65,123 | — | ↗ |
| 2020-03-11 | Hill John C | Officer | P-Purchase | A | Common Stock | 700 | 27.90 | 19.5K | 39,028 | — | ↗ |
| 2020-03-09 | O'Neill Andrew J | Officer | P-Purchase | A | Common Stock | 615 | 28.48 | 17.5K | 57,868 | — | ↗ |
| 2020-03-06 | O'Neill Andrew J | Officer | P-Purchase | A | Common Stock | 579 | 30.15 | 17.5K | 56,653 | — | ↗ |
| 2020-03-05 | O'Neill Andrew J | Officer | P-Purchase | A | Common Stock | 1,866 | 30.82 | 57.5K | 56,074 | — | ↗ |
| 2020-03-03 | O'Neill Andrew J | Officer | P-Purchase | A | Common Stock | 2,000 | 30.49 | 61.0K | 54,208 | — | ↗ |
| 2020-02-28 | Hill John C | Officer | P-Purchase | A | Common Stock | 700 | 29.84 | 20.9K | 38,328 | — | ↗ |
| 2020-02-27 | Hill John C | Officer | P-Purchase | A | Common Stock | 700 | 30.54 | 21.4K | 37,628 | — | ↗ |
| 2020-02-21 | O'Neill Andrew J | Officer | P-Purchase | A | Common Stock | 2,000 | 33.13 | 66.3K | 52,208 | — | ↗ |
| 2020-02-20 | O'Neill Andrew J | Officer | P-Purchase | A | Common Stock | 3,289 | 33.14 | 109.0K | 50,208 | — | ↗ |
| 2020-02-07 | Poppe David Martin | Director | P-Purchase | A | Common Stock | 2,500 | 33.27 | 83.2K | 5,500 | — | ↗ |
| 2020-02-06 | Poppe David Martin | Director | P-Purchase | A | Common Stock | 2,500 | 33.13 | 82.8K | 3,000 | — | ↗ |
| 2020-01-29 | Poppe David Martin | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-01-23 | Hill John C | Officer | L-Small | A | Common Stock | 18 | 33.58 | 604.44 | 24 | — | ↗ |
| 2019-12-31 | Kidd Wilmot H IV | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-12-31 | KIDD WILMOT H | Director / Officer | — | I | Common Stock | 0 | 0.00 | — | 67,002 | — | ↗ |
| 2019-12-31 | INGLIS JAY R | Director | — | D | Common Stock | 0 | 0.00 | — | 13,656 | — | ↗ |
| 2019-12-31 | Hill John C | Officer | — | I | Common Stock | 0 | 0.00 | — | 6 | — | ↗ |
| 2019-12-31 | ENDEAVOR FOUNDATION, INC. | 10% Owner | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-12-31 | Colander David Charles | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-12-31 | Blackford Leo Price | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-12-11 | VOGEL LAWRENCE P | Officer | F-InKind | D | Common Stock | 339 | 31.98 | 10.8K | 9,304 | — | ↗ |
| 2019-12-11 | O'Neill Andrew J | Officer | F-InKind | D | Common Stock | 382 | 31.98 | 12.2K | 46,919 | — | ↗ |
| 2019-12-11 | KRUMHOLZ MARLENE A | Officer | F-InKind | A | Common Stock | 339 | 31.98 | 10.8K | 12,554 | — | ↗ |
| 2019-12-11 | Hill John C | Officer | F-InKind | D | Common Stock | 2,772 | 31.98 | 88.6K | 35,801 | — | ↗ |
| 2019-08-27 | Hill John C | Officer | L-Small | A | Common Stock | 6 | 30.02 | 180.12 | 6 | — | ↗ |
| 2019-06-26 | VOGEL LAWRENCE P | Officer | L-Small | A | Common Stock | 12 | 30.03 | 360.36 | 8,643 | — | ↗ |
| 2019-06-26 | Hill John C | Officer | L-Small | A | Common Stock | 123 | 30.22 | 3.7K | 31,320 | — | ↗ |
| 2019-06-03 | Hill John C | Officer | L-Small | A | Common Stock | 45 | 28.66 | 1.3K | 31,197 | — | ↗ |
| 2019-03-22 | Colander David Charles | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 500 | — | ↗ |
| 2019-03-20 | Kidd Wilmot H IV | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 132,533 | — | ↗ |
| 2019-03-20 | INGLIS JAY R | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 13,584 | — | ↗ |
| 2019-03-20 | CALDER DONALD G | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 64,423 | — | ↗ |
| 2019-03-20 | Browning Simms C | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 15,806 | — | ↗ |
| 2019-03-20 | Blackford Leo Price | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 29,842 | — | ↗ |
| 2018-12-31 | VOGEL LAWRENCE P | Officer | — | D | Common Stock | 0 | 0.00 | — | 8,631 | — | ↗ |
| 2018-12-31 | O'Neill Andrew J | Officer | — | I | Common Stock | 0 | 0.00 | — | 889 | — | ↗ |
| 2018-12-31 | KRUMHOLZ MARLENE A | Officer | — | D | Common Stock | 0 | 0.00 | — | 11,893 | — | ↗ |
| 2018-12-31 | ENDEAVOR FOUNDATION, INC. | 10% Owner | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-12-31 | Colander David Charles | Director | — | D | Common Stock | 0 | 0.00 | — | 15,400 | — | ↗ |
| 2018-12-31 | CALDER DONALD G | Director | — | I | Common Stock | 0 | 0.00 | — | 11,968 | — | ↗ |
| 2018-12-31 | Browning Simms C | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-12-31 | Blackford Leo Price | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-12-28 | KIDD WILMOT H | Director / Officer / 10% Owner | — | D | Common Stock | 0 | 0.00 | — | 163,291 | — | ↗ |
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Andrew J. O'Neill | Vice President | — | male |
| John C. Hill | President, Chief Executive Officer & Director | — | male |
| Joseph T. Malone | Vice President & Treasurer | — | male |
| Marlene A. Krumholz | Vice President, Chief Compliance Officer & Secretary | — | female |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for CET
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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