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Clearfield, Inc. (CLFD)

USD32.02 -1.00 (-3.01%)
US NASDAQ Technology Communication Equipment
Address 7050 Winnetka Avenue North 55428
Minneapolis, MN, US
CEO Cheryl Beranek
IPO 1986-08-06
CIK 796505 ISIN US18482P1030

Explore sections of this company profile

Description

Clearfield, Inc. specializes in the development, manufacturing, and global distribution of both standard and customized passive fiber optic connectivity solutions. These products cater to a diverse clientele, including entities engaged in fiber-to-the-premises (FTTP) deployments, enterprise networks, and original equipment manufacturers (OEMs) across the United States and internationally. The company's extensive product portfolio encompasses several key lines: FieldSmart: A range of physical infrastructure components such as panels, cabinets, and wall boxes, specifically designed for housing and protecting fiber optic connections. WaveSmart: Optical components critical for managing light signals, enabling functions like coupling, splitting, termination, multiplexing, demultiplexing, and attenuation when integrated into their fiber management systems. Solutions for outdoor network installations, including outdoor and fiber active cabinet products. StreetSmart: Various fiber management products tailored for network organization. FieldShield: An innovative method for fiber pathway and protection, aimed at streamlining and reducing the expense of broadband infrastructure rollout. YOURx platform: Comprising robust hardened terminals, test access points, and diverse drop cable options, this platform supports different fiber drop cable media for various segments of the access network. CraftSmart: A series of optical protection field enclosures, including pedestals and vaults, which provide optimized housing for FieldSmart products at the last mile access point, suitable for both above-grade and below-grade installations. Clearfield also offers fiber and copper assemblies, available in industry-standard or customer-specified configurations, along with bespoke solutions for in-the-box and network connectivity tailored to specific customer product lines. Clearfield's comprehensive "fiber to anywhere" platform serves a broad spectrum of clients, from incumbent and competitive local exchange carriers, wireless operators, and multiple systems operators/cable TV companies, to utility/municipality entities, enterprises, and data centers. The company, founded in 1979 and headquartered in Minneapolis, Minnesota, operated as APA Enterprises, Inc. before officially changing its name to Clearfield, Inc. in January 2008.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD32.02 -1.00 (-3.01%)
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Volume Profile
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Liquidity & share structure
Average Volume
301.4K
Beta
2.09
Float Shares
11.22M
Free Float %
81.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+16.71% +48.11% +72.05% +47.65% +38.95% +60.31% +28.52% +29.41% +40.08% +164.61% +2,665.09%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (8 ratings, all time) Buy
Price Targets & DCF
Current price
32.02
Low 41.00 +28.1%
Consensus 43.33 +35.3%
Median 44.00 +37.4%
High 45.00 +40.6%
DCF (Unlevered) 3.02 -90.6%
DCF (Levered) 11.69 -63.5%

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

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 3 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
44.00
+37.4%
Last Quarter 1
44.00
+37.4%
Last Year 5
43.60
+36.2%
All Time 16
67.31
+110.2%
Quality scores
Altman Z-Score
20.04
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Communication Equipment: +9.8%
    +19.6% Q1'26: -27.1% (vs Q1'25)
  • EPS growth Communication Equipment: +36.4%
    +31.8% Q1'26: -142.5% (vs Q1'25)
  • FCF margin FCF growth · Communication Equipment: +59.0%
    +15.7% Q1'26: -6.1% (vs Q1'25)
  • EBIT margin Communication Equipment: +4.7%
    +5.8% Q1'26: -6.0% (vs Q1'25)
  • ROIC Communication Equipment: +3.7%
    +4.0% Q1'26: -3.8% (vs Q1'25)
  • Share dilution Communication Equipment: +0.0%
    -4.1% Q1'26: -3.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Communication Equipment: -1.04×
    0.59× Q1'26: -1.32× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.90) × ERP
WACC = 98% × Ke + 2% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 3.04 Current price: 32.02
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Sep 2015
actual
Sep 2016
actual
Sep 2017
actual
Sep 2018
actual
Sep 2019
actual
Sep 2020
actual
Sep 2021
actual
Sep 2022
actual
Sep 2023
actual
Sep 2024
actual
Sep 2025
actual
Sep 2026
3 Rev. Ana.
2 EPS Ana.
Sep 2027
3 Rev. Ana.
2 EPS Ana.
Revenue
60.32M
est: 63.08M (-4.4%)
75.29M
est: 74.12M (+1.6%)
73.95M
est: 75.06M (-1.5%)
77.65M
est: 75.34M (+3.1%)
85.03M
est: 84.81M (+0.3%)
93.07M
est: 91.78M (+1.4%)
140.76M
est: 133.76M (+5.2%)
270.88M
est: 247.49M (+9.5%)
225.72M
est: 182.11M (+23.9%)
125.57M
est: 161.86M (-22.4%)
150.13M
est: 182.09M (-17.5%)
164.96M
164.20M – 165.71M
-9.4% YoY
200.05M
199.75M – 200.35M
+21.3% YoY
EBITDA
8.27M
est: 7.24M (+14.2%)
12.18M
est: 10.69M (+14.0%)
6.93M
est: 7.15M (-3.0%)
7.12M
est: 5.11M (+39.4%)
8.11M
est: 6.83M (+18.6%)
11.58M
est: 11.84M (-2.3%)
28.04M
est: 22.73M (+23.4%)
67.23M
est: 37.95M (+77.1%)
47.37M
est: 25.83M (+83.4%)
-5.84M
est: 22.96M (-125.4%)
14.79M
est: 25.83M (-42.7%)
23.40M
23.29M – 23.51M
-9.4% YoY
28.38M
28.33M – 28.42M
+21.3% YoY
EBIT
7.05M
est: 5.85M (+20.6%)
10.89M
est: 8.98M (+21.3%)
5.31M
est: 5.05M (+5.3%)
5.07M
est: 1.62M (+212.7%)
5.93M
est: 3.69M (+60.6%)
9.15M
est: 9.42M (-2.8%)
25.73M
est: 20.98M (+22.6%)
64.15M
est: 35.62M (+80.1%)
42.78M
est: 20.83M (+105.3%)
-11.76M
est: 18.52M (-163.5%)
8.67M
est: 20.83M (-58.4%)
18.87M
18.78M – 18.96M
-9.4% YoY
22.89M
22.85M – 22.92M
+21.3% YoY
Net Income
4.68M
est: 3.93M (+19.0%)
8.01M
est: 6.64M (+20.8%)
3.85M
est: 4.03M (-4.5%)
4.27M
est: 1.55M (+175.5%)
4.57M
est: 3.50M (+30.5%)
7.29M
est: 8.01M (-8.9%)
20.33M
est: 16.71M (+21.6%)
49.36M
est: 27.88M (+77.1%)
32.53M
est: -3.03M (+1,175.4%)
-12.45M
est: -13.60M (+8.5%)
-8.05M
est: 2.20M (-465.6%)
7.21M
6.95M – 7.66M
+227.5% YoY
17.07M
16.83M – 17.24M
+136.7% YoY
SGA
17.82M
est: 17.48M (+1.9%)
22.14M
est: 23.54M (-6.0%)
24.95M
est: 27.14M (-8.1%)
25.93M
est: 36.57M (-29.1%)
27.50M
est: 28.69M (-4.1%)
29.53M
est: 23.72M (+24.5%)
35.94M
est: 22.46M (+60.0%)
47.53M
est: 31.52M (+50.8%)
42.28M
est: 47.34M (-10.7%)
45.08M
est: 42.07M (+7.2%)
48.42M
est: 47.33M (+2.3%)
42.88M
42.68M – 43.07M
-9.4% YoY
52.00M
51.92M – 52.08M
+21.3% YoY
EPS
0.35
est: 0.35 (+0.0%)
0.60
est: 0.59 (+1.7%)
0.28
est: 0.30 (-6.7%)
0.32
est: 0.33 (-1.5%)
0.34
est: 0.33 (+2.0%)
0.53
est: 0.52 (+2.9%)
1.48
est: 1.35 (+10.0%)
3.58
est: 3.21 (+11.5%)
2.17
est: -0.22 (+1,103.0%)
-0.85
est: -0.97 (+12.6%)
-0.58
est: 0.16 (-468.3%)
0.53
0.50 – 0.55
+234.9% YoY
1.22
1.20 – 1.23
+131.8% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-06 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-05-05 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-05-04 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-05-01 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-04-30 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-04-29 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-04-28 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-04-27 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-04-24 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-04-23 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-04-22 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-04-21 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-04-20 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-04-17 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-04-16 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
10.33M
OE per share TTM
0.74
Owner's Yield
2.49%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
12.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
30
Total invested
9.64M
Insider transactions (90d)
0
Beneficial owners (>5%)
12
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 1.84M 13.30% 1.83M 1.84M HC Delaware 2022-09-08
2 Anil K. Jain 1.67M 18.50% 1.67M 1.67M IN USA 2000-02-14
3 ( 1.43M 10.40% IN 2022-02-03
4 Above Persons ( 1.42M 10.40% 1.25M 176.8K 1.25M 176.8K IN Florida USA 2021-02-04
5 Roth 1.40M 10.10% 1.22M 176.8K 1.22M 176.8K IN Florida USA 2018-02-02
6 Ronald G. Roth 1.39M 9.80% 176.8K 176.8K IN Citizenship or Place of Organization 2017-02-08
7 Kenneth A. Olsen 823.5K 9.20% 842.8K 842.8K IN USA 2000-02-14
8 The Vanguard Group - 23-1945930 802.6K 5.28% 20.0K 772.9K 29.7K IA Pennsylvania 2023-02-09
9 13-3958232 699.7K 5.90% 699.7K 699.7K IA Delaware 2003-02-14
10 David G. Kern 699.7K 5.90% 699.7K 699.7K IN U.S.A. 2003-02-14
11 Robert E Kern Jr. 699.7K 5.90% 699.7K 699.7K IN U.S.A. 2003-02-14
12 Page 2 of 5 Pages 460.9K 11.00% 455.9K 5.0K 455.9K 5.0K IN United States 2012-01-18

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
30
-97 vs prev Q
New positions
5
Closed positions
99
Increased
11
Reduced
10
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VANGUARD GROUP INC 948.0K +8.0K (+0.8%) 27.63M -4.7M (-14.5%) 6.84% +0.040 pp 0.00% 0.000 pp USD42.50 -31.4% 51 qtrs
2 BLACKROCK, INC. 927.0K -19.5K (-2.1%) 27.02M -5.5M (-17.0%) 6.68% -0.158 pp 0.00% 0.000 pp USD38.96 -25.2% 6 qtrs
3 MAIRS & POWER INC 730.2K -605.0 (-0.1%) 21.28M -3.8M (-15.3%) 5.26% -0.018 pp 0.20% -0.031 pp USD35.20 -17.2% 13 qtrs
4 ACK ASSET MANAGEMENT LLC 625.2K +— (+0.0%) 18.22M -3.3M (-15.2%) 4.51% -0.012 pp 2.29% -0.402 pp USD29.86 -2.4% 9 qtrs
5 COOPER CREEK PARTNERS MANAGEMENT LLC 479.7K +— (+0.0%) 13.98M -2.5M (-15.2%) 3.46% -0.009 pp 0.63% +0.126 pp USD38.27 -23.8% 14 qtrs
6 ROYCE & ASSOCIATES LP 379.9K -39.9K (-9.5%) 11.07M -3.4M (-23.3%) 2.74% -0.295 pp 0.11% -0.032 pp USD37.91 -23.1% 44 qtrs
7 DIMENSIONAL FUND ADVISORS LP 316.7K -29.1K (-8.4%) 9.23M -2.7M (-22.3%) 2.28% -0.216 pp 0.00% -0.001 pp USD28.00 +4.1% 51 qtrs
8 STATE STREET CORP 282.6K -5.9K (-2.0%) 8.24M -1.7M (-16.9%) 2.04% -0.048 pp 0.00% 0.000 pp USD54.10 -46.1% 47 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 278.9K -4.3K (-1.5%) 8.13M -1.6M (-16.5%) 2.01% -0.036 pp 0.00% 0.000 pp USD26.79 +8.8% 60 qtrs
10 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 278.1K +15.5K (+5.9%) 8.11M -921.6K (-10.2%) 2.01% +0.107 pp 0.47% -0.050 pp USD34.33 -15.1% 8 qtrs
11 JPMORGAN CHASE & CO 248.3K +28.2K (+12.8%) 7.24M -328.0K (-4.3%) 1.79% +0.199 pp 0.00% +0.000 pp USD31.44 -7.3% 33 qtrs
12 ROYAL BANK OF CANADA 233.1K +9.0K (+4.0%) 6.79M -909.0K (-11.8%) 1.68% +0.061 pp 0.00% 0.000 pp USD37.37 -22.0% 51 qtrs
13 MARSHALL WACE, LLP 152.7K -10.1K (-6.2%) 4.45M -1.1M (-20.5%) 1.10% -0.076 pp 0.00% -0.002 pp USD69.96 -58.3% 14 qtrs
14 ANCORA ADVISORS, LLC 144.0K -35.6K (-19.8%) 4.20M -2.0M (-32.0%) 1.04% -0.260 pp 0.09% -0.037 pp USD35.36 -17.6% 7 qtrs
15 D. E. SHAW & CO., INC. 135.4K +645.0 (+0.5%) 3.95M -685.8K (-14.8%) 0.98% +0.002 pp 0.00% -0.001 pp USD34.24 -14.9% 7 qtrs
16 DANA INVESTMENT ADVISORS, INC. 129.7K -171.0 (-0.1%) 3.78M -684.0K (-15.3%) 0.93% -0.004 pp 0.11% -0.021 pp USD31.00 -6.0% 8 qtrs
17 NORTHERN TRUST CORP 118.7K -7.0K (-5.6%) 3.46M -862.3K (-20.0%) 0.86% -0.053 pp 0.00% 0.000 pp USD27.15 +7.4% 51 qtrs
18 TREXQUANT INVESTMENT LP 107.4K +18.6K (+20.9%) 3.13M +76.0K (+2.5%) 0.77% +0.132 pp 0.03% -0.004 pp USD34.77 -16.2% 12 qtrs
19 SELECT EQUITY GROUP, L.P. 106.4K -47.9K (-31.0%) 3.10M -2.2M (-41.5%) 0.77% -0.348 pp 0.01% -0.009 pp USD30.60 -4.7% 7 qtrs
20 UBS GROUP AG 105.8K +12.2K (+13.0%) 3.09M -134.0K (-4.2%) 0.76% +0.086 pp 0.00% +0.000 pp USD41.61 -29.9% 45 qtrs
21 RUSSELL INVESTMENTS GROUP, LTD. 103.7K -52.3K (-33.6%) 3.02M -2.3M (-43.7%) 0.75% -0.380 pp 0.00% -0.003 pp USD36.35 -19.8% 15 qtrs
22 BANK OF AMERICA CORP /DE/ 103.4K +77.8K (+303.9%) 3.01M +2.1M (+242.4%) 0.75% +0.560 pp 0.00% +0.000 pp USD31.31 -6.9% 45 qtrs
23 ACADIAN ASSET MANAGEMENT LLC 102.9K +14.1K (+15.9%) 3.00M -52.0K (-1.7%) 0.74% +0.100 pp 0.00% 0.000 pp USD33.66 -13.4% 2 qtrs
24 RENAISSANCE TECHNOLOGIES LLC 101.7K +38.1K (+60.0%) 2.96M +778.9K (+35.6%) 0.73% +0.274 pp 0.00% +0.002 pp USD30.56 -4.6% 5 qtrs
25 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 96.8K +918.0 (+1.0%) 2.82M -474.9K (-14.4%) 0.70% +0.005 pp 0.00% 0.000 pp USD65.83 -55.7% 47 qtrs
26 BARCLAYS PLC 87.3K -627.0 (-0.7%) 2.55M -881.3K (-25.7%) 0.63% -0.006 pp 0.00% 0.000 pp USD39.51 -26.2% 39 qtrs
27 TUDOR INVESTMENT CORP ET AL 80.5K +19.1K (+31.1%) 2.35M +234.9K (+11.1%) 0.58% +0.136 pp 0.00% +0.001 pp USD39.64 -26.5% 5 qtrs
28 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 71.4K +21.6K (+43.3%) 2.08M +368.0K (+21.5%) 0.51% +0.155 pp 0.00% +0.000 pp USD33.48 -12.9% 3 qtrs
29 GOLDMAN SACHS GROUP INC 68.0K -5.7K (-7.8%) 1.98M -553.5K (-21.8%) 0.49% -0.043 pp 0.00% 0.000 pp USD35.14 -17.0% 25 qtrs
30 CITADEL ADVISORS LLC 61.6K -54.0K (-46.7%) 1.80M -2.2M (-54.8%) 0.44% -0.392 pp 0.00% 0.000 pp USD36.47 -20.1% 19 qtrs
31 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 53.7K -27.0 (-0.1%) 1.65M -244.0K (-12.9%) 0.39% -0.001 pp 0.00% -0.001 pp USD28.68 +1.6% 10 qtrs
32 MORGAN STANLEY 52.8K -19.6K (-27.1%) 1.54M -948.6K (-38.1%) 0.38% -0.142 pp 0.00% 0.000 pp USD51.46 -43.4% 51 qtrs
33 DRUM HILL CAPITAL, LLC 49.9K +713.0 (+1.4%) 1.45M -236.5K (-14.0%) 0.36% +0.004 pp 1.51% -0.319 pp USD30.98 -5.9% 5 qtrs
34 WEALTH GROUP LTD 47.0K +— (+0.0%) 1.37M -245.8K (-15.2%) 0.34% -0.001 pp 0.31% -0.067 pp USD29.08 +0.2% 9 qtrs
35 MILLENNIUM MANAGEMENT LLC 41.8K +3.6K (+9.5%) 1.22M -93.8K (-7.1%) 0.30% +0.026 pp 0.00% +0.000 pp USD37.97 -23.2% 23 qtrs
36 AMERICAN CENTURY COMPANIES INC 41.4K +12.2K (+41.6%) 1.21M +201.4K (+20.0%) 0.30% +0.087 pp 0.00% +0.000 pp USD32.60 -10.6% 8 qtrs
37 JANE STREET GROUP, LLC 36.5K +8.4K (+30.1%) 1.06M +99.3K (+10.3%) 0.26% +0.060 pp 0.00% +0.000 pp USD35.08 -16.9% 20 qtrs
38 PRINCIPAL FINANCIAL GROUP INC 34.3K +11.0K (+47.3%) 998.6K +199.2K (+24.9%) 0.25% +0.079 pp 0.00% +0.000 pp USD32.70 -10.9% 2 qtrs
39 BANK OF NEW YORK MELLON CORP 34.1K -3.1K (-8.3%) 993.1K -284.0K (-22.2%) 0.25% -0.023 pp 0.00% 0.000 pp USD68.37 -57.4% 66 qtrs
40 SQUAREPOINT OPS LLC 31.6K +10.7K (+51.3%) 920.8K +202.8K (+28.3%) 0.23% +0.077 pp 0.00% +0.000 pp USD31.45 -7.3% 7 qtrs
41 EXODUSPOINT CAPITAL MANAGEMENT, LP 31.2K +31.2K (+100.0%) 908.4K +908.4K (+100.0%) 0.22% +0.225 pp 0.01% +0.007 pp USD29.15 +0.0% 1 qtrs NEW
42 INVESCO LTD. 29.6K +2.4K (+9.0%) 862.6K -71.1K (-7.6%) 0.21% +0.017 pp 0.00% +0.000 pp USD31.16 -6.5% 19 qtrs
43 CREDIT AGRICOLE S A 28.0K +28.0K (+100.0%) 816.2K +816.2K (+100.0%) 0.20% +0.202 pp 0.00% +0.002 pp USD29.15 +0.0% 1 qtrs NEW
44 NUVEEN, LLC 23.4K +— (+0.0%) 683.2K -122.6K (-15.2%) 0.17% 0.000 pp 0.00% +0.000 pp USD29.72 -1.9% 4 qtrs
45 ATOM INVESTORS LP 22.5K -135.0 (-0.6%) 656.1K -122.4K (-15.7%) 0.16% -0.001 pp 0.05% -0.007 pp USD34.38 -15.2% 2 qtrs
46 SEQUOIA FINANCIAL ADVISORS, LLC 21.0K -26.0 (-0.1%) 612.8K -110.8K (-15.3%) 0.15% -0.001 pp 0.00% -0.001 pp USD30.22 -3.5% 5 qtrs
47 ENTRYPOINT CAPITAL, LLC 19.8K -2.3K (-10.4%) 575.9K -182.1K (-24.0%) 0.14% -0.017 pp 0.22% -0.069 pp USD34.38 -15.2% 2 qtrs
48 RHUMBLINE ADVISERS 16.9K -2.2K (-11.4%) 492.9K -163.0K (-24.9%) 0.12% -0.016 pp 0.00% 0.000 pp USD48.33 -39.7% 41 qtrs
49 NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC. 16.5K +— (+0.0%) 481.3K -86.3K (-15.2%) 0.12% 0.000 pp 0.23% -0.009 pp USD29.04 +0.4% 10 qtrs
50 ALLIANCEBERNSTEIN L.P. 15.6K -8.0 (-0.1%) 456.1K -82.1K (-15.3%) 0.11% 0.000 pp 0.00% +0.000 pp USD56.18 -48.1% 20 qtrs
51 XTX TOPCO LTD 15.3K +15.3K (+100.0%) 445.0K +445.0K (+100.0%) 0.11% +0.110 pp 0.01% +0.012 pp USD29.15 +0.0% 5 qtrs
52 MANGROVE PARTNERS 15.2K +15.2K (+100.0%) 442.7K +442.7K (+100.0%) 0.11% +0.110 pp 0.04% +0.036 pp USD29.15 +0.0% 1 qtrs NEW
53 WELLS FARGO & COMPANY/MN 13.5K +4.7K (+53.6%) 392.1K +90.9K (+30.2%) 0.10% +0.034 pp 0.00% +0.000 pp USD37.71 -22.7% 48 qtrs
54 CREATIVE PLANNING 13.0K +807.0 (+6.6%) 379.4K -40.3K (-9.6%) 0.09% +0.006 pp 0.00% +0.000 pp USD42.14 -30.8% 13 qtrs
55 DORSEY & WHITNEY TRUST CO LLC 12.8K -1.1K (-7.7%) 373.1K -103.6K (-21.7%) 0.09% -0.008 pp 0.02% -0.005 pp USD31.02 -6.0% 4 qtrs
56 HIGH NOTE WEALTH, LLC 12.4K +— (+0.0%) 360.7K -64.7K (-15.2%) 0.09% 0.000 pp 0.07% -0.015 pp USD94.14 -69.0% 13 qtrs
57 QUBE RESEARCH & TECHNOLOGIES LTD 12.3K +12.3K (+100.0%) 358.5K +358.5K (+100.0%) 0.09% +0.089 pp 0.00% +0.000 pp USD29.15 +0.0% 1 qtrs NEW
58 STATE OF WYOMING 12.3K +2.9K (+30.4%) 357.7K +34.3K (+10.6%) 0.09% +0.021 pp 0.04% +0.002 pp USD33.20 -12.2% 14 qtrs
59 QUEST PARTNERS LLC 12.0K +7.2K (+149.6%) 350.0K +184.6K (+111.6%) 0.09% +0.052 pp 0.02% +0.009 pp USD34.78 -16.2% 9 qtrs
60 CAMPBELL & CO INVESTMENT ADVISER LLC 11.9K +2.7K (+29.6%) 348.1K +31.2K (+9.9%) 0.09% +0.020 pp 0.02% -0.007 pp USD40.16 -27.4% 5 qtrs
61 RAYMOND JAMES FINANCIAL INC 11.6K -762.0 (-6.2%) 337.5K -86.8K (-20.4%) 0.08% -0.006 pp 0.00% +0.000 pp USD31.00 -6.0% 5 qtrs
62 PRICE T ROWE ASSOCIATES INC /MD/ 10.6K +635.0 (+6.4%) 310.0K -34.0K (-9.9%) 0.08% +0.004 pp 0.00% +0.000 pp USD36.47 -20.1% 14 qtrs
63 INCEPTIONR LLC 10.1K +10.1K (+100.0%) 293.8K +293.8K (+100.0%) 0.07% +0.073 pp 0.08% +0.082 pp USD29.15 +0.0% 1 qtrs NEW
64 SUSQUEHANNA INTERNATIONAL GROUP, LLP 9.6K -2.3K (-19.4%) 279.8K -129.5K (-31.6%) 0.07% -0.017 pp 0.00% +0.000 pp USD33.39 -12.7% 6 qtrs
65 CAXTON ASSOCIATES LLP 9.5K +9.5K (+100.0%) 278.0K +278.0K (+100.0%) 0.07% +0.069 pp 0.01% +0.005 pp USD29.15 +0.0% 1 qtrs NEW
66 DEUTSCHE BANK AG\ 8.8K +442.0 (+5.3%) 257.2K -31.0K (-10.7%) 0.06% +0.003 pp 0.00% +0.000 pp USD42.14 -30.8% 48 qtrs
67 STATE OF WISCONSIN INVESTMENT BOARD 8.5K +1.4K (+19.2%) 247.8K +2.5K (+1.0%) 0.06% +0.010 pp 0.00% +0.000 pp USD33.54 -13.1% 2 qtrs
68 LPL FINANCIAL LLC 7.7K -4.5K (-36.8%) 225.0K -195.1K (-46.4%) 0.06% -0.033 pp 0.00% 0.000 pp USD31.50 -7.5% 4 qtrs
69 BARD ASSOCIATES INC 7.7K -1.9K (-19.4%) 224.7K -103.9K (-31.6%) 0.06% -0.014 pp 0.06% -0.030 pp USD19.11 +52.5% 25 qtrs
70 PACK PRIVATE WEALTH, LLC 7.5K +— (+0.0%) 218.6K -39.2K (-15.2%) 0.05% 0.000 pp 0.10% -0.022 pp USD30.46 -4.3% 17 qtrs
71 METLIFE INVESTMENT MANAGEMENT, LLC 7.4K +— (+0.0%) 214.3K -38.5K (-15.2%) 0.05% 0.000 pp 0.00% 0.000 pp USD37.00 -21.2% 22 qtrs
72 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 5.3K -14.0 (-0.3%) 155.4K -28.4K (-15.4%) 0.04% 0.000 pp 0.00% 0.000 pp USD35.77 -18.5% 7 qtrs
73 NEW YORK STATE COMMON RETIREMENT FUND 5.1K +— (+0.0%) 148.9K -26.7K (-15.2%) 0.04% 0.000 pp 0.00% +0.000 pp USD39.01 -25.3% 43 qtrs
74 AQUATIC CAPITAL MANAGEMENT LLC 4.4K +4.4K (+100.0%) 127.8K +127.8K (+100.0%) 0.03% +0.032 pp 0.00% +0.004 pp USD29.15 +0.0% 10 qtrs
75 CETERA TRUST COMPANY, N.A 4.3K +— (+0.0%) 123.9K -22.2K (-15.2%) 0.03% 0.000 pp 0.07% -0.016 pp USD29.08 +0.2% 9 qtrs
76 FMR LLC 3.1K +1.4K (+82.9%) 91.3K +32.4K (+55.1%) 0.02% +0.010 pp 0.00% +0.000 pp USD37.87 -23.0% 19 qtrs
77 ADVISOR GROUP HOLDINGS, INC. 3.0K +85.0 (+2.9%) 87.8K -7.9K (-8.2%) 0.02% +0.001 pp 0.00% +0.000 pp USD32.04 -9.0% 24 qtrs
78 CITIGROUP INC 2.8K +541.0 (+23.7%) 82.4K +3.8K (+4.9%) 0.02% +0.004 pp 0.00% +0.000 pp USD45.17 -35.5% 47 qtrs
79 LOS ANGELES CAPITAL MANAGEMENT LLC 2.2K +2.2K (+100.0%) 78.7K +78.7K (+100.0%) 0.02% +0.016 pp 0.00% +0.000 pp USD29.15 +0.0% 3 qtrs
80 BNP PARIBAS ARBITRAGE, SNC 2.5K -11.5K (-81.8%) 74.3K -408.0K (-84.6%) 0.02% -0.083 pp 0.00% 0.000 pp USD42.39 -31.2% 46 qtrs
81 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 2.5K -994.0 (-28.7%) 71.9K -47.1K (-39.6%) 0.02% -0.007 pp 0.00% 0.000 pp USD31.78 -8.3% 5 qtrs
82 PNC FINANCIAL SERVICES GROUP, INC. 1.7K -195.0 (-10.1%) 50.9K -15.8K (-23.7%) 0.01% -0.001 pp 0.00% +0.000 pp USD31.75 -8.2% 17 qtrs
83 JONES FINANCIAL COMPANIES LLLP 1.4K +1.4K (+100.0%) 42.0K +42.0K (+100.0%) 0.01% +0.010 pp 0.00% +0.000 pp USD29.15 +0.0% 1 qtrs NEW
84 LEGAL & GENERAL GROUP PLC 1.1K -38.0 (-3.3%) 32.7K -7.2K (-18.0%) 0.01% 0.000 pp 0.00% +0.000 pp USD87.13 -66.5% 44 qtrs
85 AMERITAS INVESTMENT PARTNERS, INC. 961.00 +— (+0.0%) 28.0K -5.0K (-15.2%) 0.01% +0.000 pp 0.00% 0.000 pp USD23.22 +25.5% 36 qtrs
86 US BANCORP \DE\ 896.00 +19.0 (+2.2%) 26.1K -4.0K (-13.4%) 0.01% +0.000 pp 0.00% +0.000 pp USD29.70 -1.9% 9 qtrs
87 TOWER RESEARCH CAPITAL LLC (TRC) 860.00 +143.0 (+19.9%) 25.1K +418.0 (+1.7%) 0.01% +0.001 pp 0.00% 0.000 pp USD36.83 -20.9% 56 qtrs
88 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 708.00 -24.0 (-3.3%) 20.6K -4.5K (-18.0%) 0.01% 0.000 pp 0.00% +0.000 pp USD57.74 -49.5% 47 qtrs
89 CWM, LLC 657.00 -34.0 (-4.9%) 19.0K -5.0K (-20.8%) 0.00% 0.000 pp 0.00% +0.000 pp USD58.88 -50.5% 17 qtrs
90 PINNACLE WEALTH PLANNING SERVICES, INC. 651.00 +651.0 (+100.0%) 19.0K +19.0K (+100.0%) 0.00% +0.005 pp 0.00% +0.002 pp USD29.15 +0.0% 1 qtrs NEW
91 STATE OF ALASKA, DEPARTMENT OF REVENUE 626.00 +— (+0.0%) 18.0K -3.0K (-14.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD34.38 -15.2% 2 qtrs
92 STERLING CAPITAL MANAGEMENT LLC 407.00 -53.0 (-11.5%) 11.9K -4.0K (-25.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD33.35 -12.6% 6 qtrs
93 AMALGAMATED BANK 361.00 -92.0 (-20.3%) 11.0K -5.0K (-31.3%) 0.00% -0.001 pp 0.00% +0.000 pp USD82.98 -64.9% 16 qtrs
94 QUADRANT CAPITAL GROUP LLC 371.00 +— (+0.0%) 10.8K -1.9K (-15.2%) 0.00% +0.000 pp 0.00% 0.000 pp USD34.38 -15.2% 14 qtrs
95 NISA INVESTMENT ADVISORS, LLC 359.00 +— (+0.0%) 10.5K -1.9K (-15.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD37.19 -21.6% 11 qtrs
96 HUNTINGTON NATIONAL BANK 301.00 +— (+0.0%) 8.8K -1.6K (-15.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD43.38 -32.8% 13 qtrs
97 UBS ASSET MANAGEMENT AMERICAS INC 235.00 +235.0 (+100.0%) 6.9K +6.9K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD29.15 +0.0% 1 qtrs NEW
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 63 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 State Street SPDR S&P Telecom ETF XTL 0.54% 3.38M 0.35%
2 iShares U.S. Digital Infrastructure and Real Estate ETF IDGT 0.33% 1.68M 0.39%
3 JPMorgan Diversified Return U.S. Small Cap Equity ETF JPSE 0.22% 1.32M 0.29%
4 iShares Micro-Cap ETF IWC 0.09% 1.31M 0.60%
5 Innovator U.S. Small Cap Managed Floor ETF RFLR 0.08% 73.6K 0.89%
6 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.05% 479.0K 0.20%
7 Principal U.S. Small-Cap Multi-Factor ETF PSC 0.04% 559.0K 0.38%
8 Lazard US Systematic Small Cap Equity ETF SYZ 0.04% 22.7K 0.74%
9 Avantis U.S. Small Cap Equity ETF AVSC 0.03% 800.8K 0.25%
10 iShares Russell 2000 Value ETF IWN 0.03% 3.63M 0.24%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
1
Shares acquired
Shares disposed
3.6K
Cash buys
Cash sales
1.00
Net activity
-3,595
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-02-27 Wirsbinski Carol Ann Director A-Award A Common Stock 2,544 0.00 9,631 D
2026-02-27 Seidel Rebecca Director A-Award A Common Stock 2,544 0.00 2,870 D
2026-02-27 Sarcevic Ademir Director A-Award A Common Stock 2,544 0.00 5,317 D
2026-02-27 SKARVAN KATHLEEN Director A-Award A Common Stock 2,544 0.00 2,870 D
2026-02-27 ROTH RONALD G Director / 10% Owner A-Award A Common Stock 2,544 0.00 1,281,808 D
2026-02-27 Kelly Catherine T. Director A-Award A Common Stock 2,544 0.00 5,317 D
2026-02-27 Jones Walter Louis JR Director A-Award A Common Stock 2,544 0.00 11,073 D
2026-02-19 Hayward Donald R. Director S-Sale D Common Stock 3,595 32.00 115.0K 10,870 D
2025-12-31 Khemakhem Anis Officer A-Award A Common Stock (ESPP) 131 24.78 3.2K 27,445 D
2025-12-31 Hill John P Officer A-Award A Common Stock (ESPP) 222 24.78 5.5K 192,215 D
2025-12-31 HERZOG DANIEL R Officer A-Award A Common Stock (ESPP) 88 24.78 2.2K 85,082 D
2025-12-31 Beranek Cheryl Director / Officer A-Award A Common Stock (ESPP) 210 24.78 5.2K 512,041 D
2025-12-15 ROTH RONALD G Director / 10% Owner P-Purchase A Common Stock 10,000 30.06 300.6K 1,279,264 D
2025-12-11 Beranek Cheryl Director / Officer G-Gift D Common Stock 1,960 0.00 511,831 D
2025-12-10 Seidel Rebecca Director 0 0.00 0
2025-12-10 SKARVAN KATHLEEN Director A-Award A Common Stock 326 0.00 326 D
2025-12-10 Khemakhem Anis Officer Common Stock 0 0.00 27,314 D
2025-11-28 Hill John P Officer A-Award A Restricted Stock 17,030 0.00 191,993 D
2025-11-28 HERZOG DANIEL R Officer A-Award A Restricted Stock 11,495 0.00 84,994 D
2025-11-28 Beranek Cheryl Director / Officer A-Award A Restricted Stock 25,545 0.00 513,791 D
2025-11-20 Hill John P Officer A-Award A Common Stock 5,393 0.00 166,828 D
2025-11-20 HERZOG DANIEL R Officer A-Award A Common Stock 2,696 0.00 68,929 D
2025-11-20 Beranek Cheryl Director / Officer A-Award A Common Stock 5,393 0.00 480,111 D
2025-11-16 Hill John P Officer F-InKind D Common Stock 2,653 30.72 81.5K 161,435 D
2025-11-16 HERZOG DANIEL R Officer F-InKind A Common Stock 973 30.72 29.9K 67,058 D
2025-11-16 Beranek Cheryl Director / Officer F-InKind D Common Stock 1,020 30.72 31.3K 478,984 D
2025-09-18 Hill John P Officer M-Exempt A Common Stock 24,000 12.43 298.3K 180,520 D
2025-09-12 HERZOG DANIEL R Officer F-InKind D Common Stock 6,785 33.25 225.6K 68,541 D
2025-08-08 Beranek Cheryl Director / Officer M-Exempt A Common Stock 24,000 12.43 298.3K 493,700 D
2025-06-30 Hill John P Officer A-Award A Common Stock (ESPP) 498 26.35 13.1K 152,744 D
2025-06-30 HERZOG DANIEL R Officer A-Award A Common Stock (ESPP) 683 26.35 18.0K 60,984 D
2025-06-30 Beranek Cheryl Director / Officer A-Award A Common Stock (ESPP) 197 26.35 5.2K 466,349 D
2025-02-28 Wirsbinski Carol Ann Director A-Award A Common Stock 2,468 0.00 7,087 D
2025-02-28 Sarcevic Ademir Director A-Award A Common Stock 2,468 0.00 2,773 D
2025-02-28 ROTH RONALD G Director / 10% Owner A-Award A Common Stock 2,468 0.00 1,269,264 D
2025-02-28 Kelly Catherine T. Director A-Award A Common Stock 2,468 0.00 2,773 D
2025-02-28 Jones Walter Louis JR Director A-Award A Common Stock 2,468 0.00 8,529 D
2025-02-28 Hayward Donald R. Director A-Award A Common Stock 2,468 0.00 14,465 D
2025-02-28 HAYSSEN CHARLES N Director A-Award A Common Stock 2,468 0.00 142,328 D
2025-02-19 Hill John P Officer S-Sale D Common Stock 23,809 33.10 788.1K 152,246 D
2025-02-14 Hill John P Officer S-Sale D Common Stock 13,831 33.05 457.1K 176,055 D
2025-02-12 Hill John P Officer S-Sale D Common Stock 16,539 33.26 550.1K 189,886 D
2024-12-31 Hill John P Officer A-Award A Common Stock (ESPP) 276 26.35 7.3K 206,425 D
2024-12-31 HERZOG DANIEL R Officer A-Award A Common Stock (ESPP) 137 26.35 3.6K 60,301 D
2024-12-31 Beranek Cheryl Director / Officer A-Award A Common Stock (ESPP) 198 26.35 5.2K 466,152 D
2024-12-11 Sarcevic Ademir Director A-Award A Common Stock 305 0.00 305 D
2024-12-11 Kelly Catherine T. Director A-Award A Common Stock 305 0.00 305 D
2024-12-06 Beranek Cheryl Director / Officer G-Gift D Common Stock 475 0.00 465,954 D
2024-12-05 ROTH RONALD G Director / 10% Owner P-Purchase A Common Stock 5,000 31.00 155.0K 1,266,796 D
2024-12-05 Beranek Cheryl Director / Officer G-Gift D Common Stock 1,425 0.00 466,429 D
2024-11-26 Hill John P Officer A-Award A Restricted Stock 16,181 0.00 206,149 D
2024-11-26 HERZOG DANIEL R Officer A-Award A Restricted Stock 8,090 0.00 60,164 D
2024-11-26 Beranek Cheryl Director / Officer A-Award A Restricted Stock 16,181 0.00 467,854 D
2024-11-16 Hill John P Officer F-InKind D Common Stock 1,019 28.26 28.8K 191,916 D
2024-11-16 HERZOG DANIEL R Officer F-InKind D Common Stock 510 28.26 14.4K 53,047 D
2024-11-16 Beranek Cheryl Director / Officer F-InKind D Common Stock 1,019 28.26 28.8K 453,621 D
2024-08-21 Hill John P Officer F-InKind D Common Stock 1,300 37.58 48.9K 193,107
2024-08-21 HERZOG DANIEL R Officer F-InKind D Common Stock 458 37.58 17.2K 53,671
2024-08-21 Beranek Cheryl Director / Officer F-InKind D Common Stock 1,300 37.58 48.9K 454,812
2024-08-07 Jones Walter Louis JR Director P-Purchase A Common Stock 1,324 37.77 50.0K 6,061
2024-06-30 Hill John P Officer A-Award A Common Stock (ESPP) 515 24.72 12.7K 194,407
2024-06-30 HERZOG DANIEL R Officer A-Award A Common Stock (ESPP) 688 24.72 17.0K 54,129
2024-06-30 Beranek Cheryl Director / Officer A-Award A Common Stock (ESPP) 210 24.72 5.2K 456,112
2024-05-23 ROTH RONALD G Director / 10% Owner P-Purchase A Common Stock 2,000 36.40 72.8K 1,261,796
2024-05-10 Wirsbinski Carol Ann Director P-Purchase A Common Stock 541 36.95 20.0K 4,619
2024-03-05 Harding Roger G Director P-Purchase A Common Stock 6,500 29.47 191.6K 30,021
2024-03-04 Jones Walter Louis JR Director P-Purchase A Common Stock 818 30.41 24.9K 4,737
2024-02-23 Wirsbinski Carol Ann Director A-Award A Common Stock 2,039 0.00 4,078
2024-02-23 ROTH RONALD G Director P-Purchase A Common Stock 2,000 29.62 59.2K 1,259,796
2024-02-23 Jones Walter Louis JR Director A-Award A Common Stock 2,039 0.00 3,919
2024-02-23 Hayward Donald R. Director A-Award A Common Stock 2,039 0.00 11,997
2024-02-23 Harding Roger G Director A-Award A Common Stock 2,039 0.00 23,521
2024-02-23 HAYSSEN CHARLES N Director A-Award A Common Stock 2,039 0.00 139,860
2024-02-23 Goepel Patrick Director A-Award A Common Stock 2,039 0.00 43,407
2023-12-31 HERZOG DANIEL R Officer A-Award A Common Stock (ESPP) 206 24.72 5.1K 53,441
2023-12-31 Beranek Cheryl Director / Officer A-Award A Common Stock (ESPP) 211 24.72 5.2K 455,902
2023-12-11 Beranek Cheryl Director / Officer G-Gift D Common Stock 2,600 0.00 455,691
2023-11-16 Hill John P Officer F-InKind D Common Stock 1,019 26.18 26.7K 174,794
2023-11-16 HERZOG DANIEL R Officer F-InKind D Common Stock 206 26.18 5.4K 44,309
2023-11-16 Beranek Cheryl Director / Officer F-InKind D Common Stock 1,019 26.18 26.7K 439,193
2023-08-21 Hill John P Officer F-InKind D Common Stock 1,300 37.50 48.8K 176,295
2023-08-21 HERZOG DANIEL R Officer F-InKind D Common Stock 459 37.50 17.2K 44,515
2023-08-21 Beranek Cheryl Director / Officer F-InKind D Common Stock 1,300 37.50 48.8K 440,694
2023-08-08 Wirsbinski Carol Ann Director P-Purchase A Common Stock 512 38.93 19.9K 2,039
2023-06-30 Hill John P Officer A-Award A Common Stock (ESPP) 265 40.25 10.7K 177,595
2023-06-30 HERZOG DANIEL R Officer A-Award A Common Stock (ESPP) 140 40.25 5.6K 45,072
2023-06-30 Beranek Cheryl Director / Officer A-Award A Common Stock (ESPP) 129 40.25 5.2K 441,994
2023-05-31 Harding Roger G Director A-Award A Common Stock 5,000 38.45 192.3K 21,482
2023-02-24 Wirsbinski Carol Ann Director A-Award A Common Stock 974 0.00 1,527
2023-02-24 ROTH RONALD G Director A-Award A Common Stock 974 0.00 1,255,757
2023-02-24 Jones Walter Louis JR Director A-Award A Common Stock 974 0.00 1,880
2023-02-24 Hill John P Officer A-Award A Restricted Stock 10,000 0.00 177,330
2023-02-24 Hayward Donald R. Director A-Award A Common Stock 974 0.00 9,958
2023-02-24 Harding Roger G Director A-Award A Common Stock 974 0.00 16,482
2023-02-24 HERZOG DANIEL R Officer A-Award A Restricted Stock 5,000 0.00 44,932
2023-02-24 HAYSSEN CHARLES N Director A-Award A Common Stock 974 0.00 137,821
2023-02-24 Goepel Patrick Director A-Award A Common Stock 974 0.00 41,368
2023-02-24 Beranek Cheryl Director / Officer A-Award A Restricted Stock 10,000 0.00 441,865
2023-02-13 HAYSSEN CHARLES N Director P-Purchase A Common Stock 3,000 60.50 181.5K 136,847
2023-02-07 ROTH RONALD G Director / 10% Owner P-Purchase A Common Stock 3,100 64.00 198.4K 1,254,783
2022-12-31 Hill John P Officer A-Award A Common Stock (ESPP) 111 53.52 5.9K 167,330
2022-12-31 HERZOG DANIEL R Officer A-Award A Common Stock (ESPP) 232 53.52 12.4K 39,932
2022-12-31 Beranek Cheryl Officer A-Award A Common Stock (ESPP) 97 53.52 5.2K 431,865
2022-12-14 Hill John P Officer A-Award A Common Stock 2,744 0.00 168,569
2022-12-14 HERZOG DANIEL R Officer A-Award A Common Stock 1,386 0.00 40,124
2022-12-14 Beranek Cheryl Officer A-Award A Common Stock 2,744 0.00 433,118
2022-11-16 Hill John P Officer F-InKind D Common Stock 277 92.48 25.6K 165,825
2022-11-16 HERZOG DANIEL R Officer F-InKind D Common Stock 331 92.48 30.6K 38,922
2022-11-16 Beranek Cheryl Officer F-InKind D Common Stock 277 92.48 25.6K 430,374
2022-08-31 Jones Walter Louis JR Director P-Purchase A Common Stock 86 116.65 10.0K 906
2022-08-26 Harding Roger G Director S-Sale D Common Stock 1,500 125.86 188.8K 15,508
2022-08-21 Hill John P Officer F-InKind D Common Stock 2,090 123.45 258.0K 166,160
2022-08-21 HERZOG DANIEL R Officer F-InKind D Common Stock 738 123.45 91.1K 39,253
2022-08-21 Beranek Cheryl Officer F-InKind D Common Stock 2,090 123.45 258.0K 431,150
2022-08-18 Hayward Donald R. Director S-Sale D Common Stock 1,200 120.50 144.6K 8,984
2022-08-12 Harding Roger G Director S-Sale D Common Stock 500 120.03 60.0K 18,008
2022-08-08 Hill John P Officer M-Exempt D Employee Stock Option (Right to buy) 16,000 12.43 198.9K 50,573
2022-08-08 HERZOG DANIEL R Officer M-Exempt D Employee Stock Option (Right to buy) 10,000 0.00 29,632
2022-08-08 Beranek Cheryl Officer M-Exempt D Employee Stock Option (Right to buy) 20,000 0.00 66,573
2022-08-05 HAYSSEN CHARLES N Director S-Sale D Common Stock 10,000 111.12 1.11M 133,847
2022-08-04 Hayward Donald R. Director S-Sale D Common Stock 1,101 108.24 119.2K 10,184
2022-08-04 Harding Roger G Director S-Sale D Common Stock 2,500 105.58 264.0K 18,508
2022-08-04 HAYSSEN CHARLES N Director S-Sale D Common Stock 10,000 107.48 1.07M 143,847
2022-08-03 Goepel Patrick Director S-Sale D Common Stock 10,000 102.46 1.02M 40,394
2022-06-30 Hill John P Officer A-Award A Common Stock (ESPP) 213 52.66 11.2K 168,691
2022-06-30 HERZOG DANIEL R Officer A-Award A Common Stock (ESPP) 47 52.66 2.5K 40,072
2022-06-30 Beranek Cheryl Officer A-Award A Common Stock (ESPP) 99 52.66 5.2K 433,240
2022-05-25 Jones Walter Louis JR Director P-Purchase A Common Stock 267 57.71 15.4K 820
2022-02-25 Wirsbinski Carol Ann Director A-Award A Common Stock 394 0.00 553
2022-02-25 ROTH RONALD G Director / 10% Owner A-Award A Common Stock 394 0.00 1,251,683
2022-02-25 Jones Walter Louis JR Director A-Award A Common Stock 394 0.00 553
2022-02-25 Hayward Donald R. Director A-Award A Common Stock 394 0.00 11,285
2022-02-25 Harding Roger G Director A-Award A Common Stock 394 0.00 21,008
2022-02-25 HAYSSEN CHARLES N Director A-Award A Common Stock 394 0.00 153,847
2022-02-25 Goepel Patrick Director A-Award A Common Stock 394 0.00 50,394
2022-02-09 ROTH RONALD G Director / 10% Owner P-Purchase A Common Stock 2,000 61.84 123.7K 1,251,289
2021-12-31 Hill John P Officer A-Award A Common Stock (ESPP) 307 32.43 10.0K 168,478
2021-12-31 HERZOG DANIEL R Officer A-Award A Common Stock (ESPP) 81 32.43 2.6K 40,025
2021-12-31 Beranek Cheryl Director / Officer A-Award A Common Stock (ESPP) 160 32.43 5.2K 433,141
2021-12-03 Wirsbinski Carol Ann Director D Common Stock 0 0.00 0
2021-12-03 Jones Walter Louis JR Director D Common Stock 0 0.00 0
2021-11-22 HAYSSEN CHARLES N Director S-Sale D Common Stock 4,621 68.56 316.8K 153,453
2021-11-16 Hill John P Officer F-InKind D Common Stock 499 66.48 33.2K 166,482
2021-11-16 HERZOG DANIEL R Officer F-InKind D Common Stock 206 66.48 13.7K 38,823
2021-11-16 Beranek Cheryl Director / Officer A-Award A Option to Purchase Common Stock 8,797 66.48 584.8K 86,573
2021-11-12 Harding Roger G Director S-Sale D Common Stock 10,500 70.38 739.0K 20,614
2021-11-10 Goepel Patrick Director S-Sale D Common Stock 10,424 64.43 671.6K 50,000
2021-08-24 Goepel Patrick Director S-Sale D Common Stock 6,103 45.08 275.1K 60,424
2021-08-21 Hill John P Officer F-InKind D Common Stock 2,091 42.78 89.5K 166,981
2021-08-21 HERZOG DANIEL R Officer F-InKind D Common Stock 727 42.78 31.1K 39,029
2021-08-21 Beranek Cheryl Director / Officer F-InKind D Common Stock 2,091 42.78 89.5K 431,791
2021-07-29 Goepel Patrick Director S-Sale D Common Stock 6,107 44.89 274.1K 66,447
2021-06-30 Hill John P Officer A-Award A Common Stock (ESPP) 430 21.01 9.0K 169,072
2021-06-30 HERZOG DANIEL R Officer A-Award A Common Stock (ESPP) 114 21.01 2.4K 39,850
2021-06-30 Beranek Cheryl Director / Officer A-Award A Common Stock (ESPP) 247 21.01 5.2K 433,882
2021-06-04 Beranek Cheryl Director / Officer S-Sale D Common Stock 30,000 40.65 1.22M 433,635
2021-05-25 Beranek Cheryl Director / Officer S-Sale D Common Stock 15,700 36.18 568.0K 463,635
2021-05-24 Beranek Cheryl Director / Officer S-Sale D Common Stock 14,300 36.78 526.0K 479,335
2021-05-07 HAYSSEN CHARLES N Director S-Sale D Common Stock 10,000 39.04 390.4K 158,074
2021-05-06 Hill John P Officer S-Sale D Common Stock 25,000 38.02 950.5K 168,642
2021-05-06 HAYSSEN CHARLES N Director S-Sale D Common Stock 10,000 38.03 380.3K 168,074
2021-02-26 ROTH RONALD G Director / 10% Owner A-Award A Common Stock 424 0.00 1,249,289
2021-02-26 Hayward Donald R. Director A-Award A Common Stock 424 0.00 10,891
2021-02-26 Harding Roger G Director A-Award A Common Stock 424 0.00 31,114
2021-02-26 HAYSSEN CHARLES N Director A-Award A Common Stock 424 0.00 178,074
2021-02-26 Goepel Patrick Director A-Award A Common Stock 424 0.00 73,720
2021-02-11 Beranek Cheryl Director / Officer S-Sale D Common Stock 24,696 35.19 869.1K 493,635
2021-02-10 ROTH RONALD G Director / 10% Owner P-Purchase A Common Stock 1,500 33.50 50.3K 1,248,865
2021-02-10 Beranek Cheryl Director / Officer S-Sale D Common Stock 2,610 35.00 91.4K 518,331
2021-02-09 Beranek Cheryl Director / Officer S-Sale D Common Stock 7,694 35.18 270.7K 520,941
2021-02-08 Goepel Patrick Director S-Sale D Common Stock 3,747 34.40 128.9K 73,296
2021-02-05 Hayward Donald R. Director S-Sale D Common Stock 1,203 33.15 39.9K 10,467
2021-02-04 Hayward Donald R. Director S-Sale D Common Stock 1,084 33.22 36.0K 11,670
2021-02-03 Hayward Donald R. Director S-Sale D Common Stock 1,606 32.00 51.4K 12,754
2020-12-31 Hill John P Officer A-Award A Common Stock (ESPP) 750 11.93 8.9K 193,642
2020-12-31 HERZOG DANIEL R Officer A-Award A Common Stock (ESPP) 190 11.93 2.3K 39,736
2020-12-31 Beranek Cheryl Director / Officer A-Award A Common Stock (ESPP) 436 11.93 5.2K 528,635
2020-11-30 Hill John P Officer S-Sale D Common Stock 11,220 24.00 269.3K 192,892
2020-11-30 Beranek Cheryl Director / Officer S-Sale D Common Stock 10,000 24.29 242.9K 528,199
2020-11-27 HERZOG DANIEL R Officer M-Exempt D Employee Stock Option (Right to Buy) 14,000 12.17 170.4K 33,795
2020-11-25 HERZOG DANIEL R Officer S-Sale D Common Stock 5,000 23.51 117.6K 37,541
2020-11-23 Hill John P Officer S-Sale D Common Stock 5,000 24.00 120.0K 204,112
2020-11-16 Hill John P Officer A-Award A Restricted Stock 3,047 0.00 209,112
2020-11-16 HERZOG DANIEL R Officer A-Award A Option to Purchase Common Stock 11,795 23.74 280.0K 47,795
2020-11-16 Goepel Patrick Director S-Sale D Common Stock 21,370 23.92 511.2K 77,043
2020-11-16 Beranek Cheryl Director / Officer A-Award A Restricted Stock 3,047 0.00 538,199
2020-11-13 Goepel Patrick Director S-Sale D Common Stock 2,378 23.13 55.0K 1,706
2020-11-10 Goepel Patrick Director S-Sale D Common Stock 1,214 24.50 29.7K 98,413
2020-11-10 Beranek Cheryl Director / Officer S-Sale D Common Stock 13,685 24.13 330.2K 545,152
2020-08-21 Hill John P Officer F-InKind D Common Stock 2,091 17.80 37.2K 216,065
2020-08-21 HERZOG DANIEL R Officer F-InKind D Common Stock 724 17.80 12.9K 40,519
2020-08-21 Beranek Cheryl Director / Officer F-InKind D Common Stock 2,091 17.80 37.2K 558,837
2020-08-17 Goepel Patrick Director S-Sale D Common Stock 5,095 19.01 96.9K 7,017
2020-08-10 Goepel Patrick Director S-Sale D Common Stock 2,347 19.13 44.9K 12,112
2020-08-07 Goepel Patrick Director S-Sale D Common Stock 200 19.13 3.8K 14,459
2020-08-03 Goepel Patrick Director S-Sale D Common Stock 806 19.01 15.3K 14,659
2020-07-31 Goepel Patrick Director S-Sale D Common Stock 1,285 18.97 24.4K 15,465
2020-06-30 Hill John P Officer A-Award A Common Stock (ESPP) 826 11.85 9.8K 218,156
2020-06-30 HERZOG DANIEL R Officer A-Award A Common Stock (ESPP) 205 11.85 2.4K 41,353
2020-06-30 Beranek Cheryl Director / Officer A-Award A Common Stock (ESPP) 439 11.85 5.2K 560,928

Executive team

Top executives
EBIT / Employee
21.7K
Shares Outstanding
13.85M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Cheryl Beranek President and Chief Executive Officer 460.0K 1,000.0K 131.5K 21.9K 1.61M 61.98%
2 2025 John P. Hill Chief Operating Officer 437.8K 1,000.0K 125.2K 21.8K 1.58M 63.10%
3 2025 Daniel R. Herzog Chief Financial Officer 360.4K 500.0K 103.0K 17.2K 980.6K 50.99%
4 2024 Cheryl Beranek President and Chief Executive Officer 425.0K 140.3K 1,000.0K 20.5K 1.59M 63.06%
5 2024 John P. Hill Chief Operating Officer 425.0K 140.3K 1,000.0K 20.3K 1.59M 63.07%
6 2024 Daniel R. Herzog Chief Financial Officer 340.0K 112.2K 500.0K 14.8K 967.0K 51.70%
7 2023 Cheryl Beranek President and Chief Executive Officer 425.0K 615.6K 21.3K 1.06M 57.97%
8 2023 John P. Hill Chief Operating Officer 425.0K 615.6K 21.2K 1.06M 57.98%
9 2023 Daniel R. Herzog Chief Financial Officer 340.0K 307.8K 18.6K 666.4K 46.19%
10 2022 Cheryl Beranek President and Chief Executive Officer 374.4K 398.6K 224.6K 954.8K 20.1K 1.97M 31.60%
11 2022 John P. Hill Chief Operating Officer 374.4K 398.6K 224.6K 954.8K 19.1K 1.97M 31.61%
12 2022 Daniel R. Herzog Chief Financial Officer 248.4K 219.2K 149.1K 315.5K 14.3K 946.4K 38.91%
13 2021 John P. Hill Chief Operating Officer 361.8K 379.4K 72.3K 144.7K 542.6K 16.4K 1.52M 14.31%
14 2021 Cheryl Beranek President and Chief Executive Officer 361.8K 379.4K 72.3K 144.7K 542.6K 15.7K 1.52M 14.31%
15 2021 Daniel R. Herzog Chief Financial Officer 240.0K 126.0K 48.0K 96.0K 180.0K 12.6K 702.7K 20.49%
16 2020 John P. Hill Chief Operating Officer 351.3K 191.6K 263.8K 17.2K 823.9K 23.26%
17 2020 Cheryl Beranek President and Chief Executive Officer 351.3K 191.6K 263.8K 15.7K 822.5K 23.30%
18 2020 Daniel R. Herzog Chief Financial Officer 218.2K 57.5K 130.0K 11.2K 416.9K 13.79%
19 2019 John P. Hill Chief Operating Officer 322.2K 70.5K 129.6K 17.0K 539.4K 13.07%
20 2019 Cheryl Beranek President and Chief Executive Officer 322.2K 70.5K 129.6K 14.7K 537.1K 13.13%
21 2019 Daniel R. Herzog Chief Financial Officer 200.2K 84.6K 27.0K 9.5K 321.3K 26.34%
22 2018 John P. Hill Chief Operating Officer 322.2K 15.4K 337.7K 0.00%
23 2018 Cheryl Beranek President and Chief Executive Officer 322.2K 13.2K 335.5K 0.00%
24 2018 Daniel R. Herzog Chief Financial Officer 200.2K 9.0K 209.2K 0.00%
25 2017 John P. Hill Chief Operating Officer 321.6K 16.7K 338.4K 0.00%
26 2017 Cheryl Beranek President and Chief Executive Officer 321.6K 14.5K 336.2K 0.00%
27 2017 Daniel R. Herzog Chief Financial Officer 199.8K 1.7K 201.6K 0.00%
28 2016 John P. Hill Chief Operating Officer 306.0K 77.0K 450.0K 360.4K 16.0K 1.21M 37.21%
29 2016 Cheryl Beranek President and Chief Executive Officer 306.0K 77.0K 450.0K 360.4K 13.8K 1.21M 37.27%
30 2016 Daniel R. Herzog Chief Financial Officer 190.1K 13.0K 300.0K 77.3K 7.7K 588.1K 51.01%
31 2015 John P. Hill Chief Operating Officer 283.0K 250.0K 14.6K 547.6K 0.00%
32 2015 Cheryl Beranek President and Chief Executive Officer 282.4K 250.0K 13.1K 545.5K 0.00%
33 2015 Daniel R. Herzog Chief Financial Officer 174.8K 56.5K 9.9K 241.2K 0.00%
34 2014 Cheryl Beranek President and Chief Executive Officer 281.7K 100.0K 561.0K 256.0K 12.4K 1.21M 46.32%
35 2014 Cheryl P. Beranek President and Chief Executive Officer 281.7K 100.0K 561.0K 256.0K 12.4K 1.21M 46.32%
36 2014 John P. Hill Chief Operating Officer 268.0K 80.0K 561.0K 242.5K 13.3K 1.16M 48.16%
37 2014 John P. Hill Chief Operating Officer 268.0K 80.0K 561.0K 242.5K 13.3K 1.16M 48.16%
38 2014 Daniel R. Herzog Chief Financial Officer 160.1K 20.0K 198.0K 48.5K 9.2K 435.8K 45.43%
39 2014 Daniel R. Herzog Chief Financial Officer 160.1K 20.0K 198.0K 48.5K 9.2K 435.8K 45.43%
40 2013 Cheryl P. Beranek President and Chief Executive Officer 263.9K 104.1K 395.9K 16.1K 780.0K 0.00%
41 2013 Cheryl Beranek President and Chief Executive Officer 263.9K 104.1K 395.9K 16.1K 780.0K 0.00%
42 2013 John P. Hill Chief Operating Officer 251.2K 125.0K 375.0K 17.1K 768.3K 0.00%
43 2013 John P. Hill Chief Operating Officer 251.2K 125.0K 375.0K 17.1K 768.3K 0.00%
44 2013 Daniel R. Herzog Chief Financial Officer 150.0K 15.0K 75.0K 10.0K 250.0K 0.00%
45 2013 Daniel R. Herzog Chief Financial Officer 150.0K 15.0K 75.0K 10.0K 250.0K 0.00%
46 2012 Cheryl P. Beranek President and Chief Executive Officer 263.7K 403.2K 200.0K 11.6K 878.4K 45.89%
47 2012 John P. Hill Chief Operating Officer 248.4K 403.2K 185.0K 14.0K 850.5K 47.40%
48 2012 Daniel R. Herzog Chief Financial Officer 149.6K 142.3K 40.0K 6.7K 338.6K 42.02%
49 2011 Cheryl P. Beranek President and Chief Executive Officer 268.0K 388.1K 12.5K 781.8K 0.00%
50 2011 Cheryl P. Beranek President and Chief Executive Officer 268.0K 388.1K 12.1K 781.4K 0.00%
51 2011 John P. Hill Chief Operating Officer 214.4K 64.5K 310.5K 11.8K 714.4K 0.00%
52 2011 John P. Hill Chief Operating Officer 214.4K 64.5K 310.5K 11.4K 714.0K 0.00%
53 2011 Daniel R. Herzog Chief Financial Officer 130.0K 9.5K 70.0K 4.2K 289.1K 0.00%
54 2011 Daniel R. Herzog Chief Financial Officer 130.0K 9.5K 70.0K 3.9K 288.8K 0.00%
55 2011 Bruce G. Blackey Chief Financial Officer 73.0K 21.0K 22.6K 4.5K 121.1K 17.34%
56 2010 Cheryl P. Beranek President and Chief Executive Officer 248.5K 48.5K 11.0K 352.1K 0.00%
57 2010 John P. Hill Chief Operating Officer 198.4K 30.0K 9.8K 282.3K 0.00%
58 2010 Bruce G. Blackey Chief Financial Officer 145.6K 14.6K 8.6K 186.4K 0.00%
59 2009 Cheryl P. Beranek President and Chief Executive Officer 218.7K 136.8K 12.0K 445.3K 0.00%
60 2009 John P. Hill Chief Operating Officer 167.2K 105.7K 10.5K 323.1K 0.00%
61 2009 Bruce G. Blackey Chief Financial Officer 138.1K 61.4K 3.1K 218.2K 0.00%
62 2008 Cheryl P. Beranek President and Chief Executive Officer 174.8K 22.2K 112.5K 13.9K 323.3K 6.86%
63 2008 John P. Hill Chief Operating Officer 118.5K 12.1K 4.5K 82.9K 6.6K 224.6K 7.39%
64 2008 Bruce G. Blackey Chief Financial Officer 137.4K 15.0K 152.4K 0.00%
65 2007 Anil K. Jain President and Chief Executive Officer 105.1K 71.2K 176.3K 0.00%
66 2007 Cheryl Beranek Podzimek, 119.8K 37.9K 4.7K 157.7K 0.00%
67 2007 Cheryl Beranek Podzimek 73.8K 30.8K 5.5K 110.1K 0.00%
68 2006 Anil K. Jain President and Chief Executive Officer 188.9K 9.1K 198.0K 0.00%
69 2006 Cheri Podzimek, President, APACN 115.7K 43.0K 3.8K 162.5K 0.00%
70 2005 Anil K. Jain President and Chief Executive Officer 183.6K 9.1K 192.7K 0.00%
71 2005 Cheri Podzimek, President, APACN 108.2K 43.2K 3.7K 155.0K 0.00%
72 2004 Anil K. Jain President and Chief Executive Officer 183.6K 8.1K 191.7K 0.00%
73 2004 Cheri Podzimek, President, APACN 78.2K 711.00 78.9K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-01-15 DEFA14A
2026-01-15 DEF 14A
2025-01-16 DEFA14A
2025-01-16 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-04-30 8-K
2026-04-15 SC 13G
2026-03-26 SC 13G/A
2026-03-02 4
2026-03-02 4
2026-03-02 4
2026-03-02 4
2026-03-02 4
2026-03-02 4

Executive team

NameTitleCompensationGender
Cheryl Beranek Chief Executive Officer, President & Director 613.4K female
John Hill Chief Operating Officer 584.7K male
Daniel R. Herzog Chief Financial Officer 480.6K male
Anis Khemakhem Chief Commercial Officer male
Frank J. Brixius Jr. General Counsel & Secretary male
Bob Cody Vice President of Human Resources & Office of Resource Management male
Skip Hansen Chief Information Officer male
ESG Rating
B+
COMMUNICATION EQUIPMENT
2010
E (Environmental)
74.7 / 77.7
Company / Sector avg.
S (Social)
54.4 / 49.0
Company / Sector avg.
G (Governance)
52.7 / 54.6
Company / Sector avg.
ESG Total
60.6 / 60.4
Company / Sector avg.
ESG Score History COMMUNICATION EQUIPMENT
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend history

Earnings history

Earnings reports

Stock splits