Clearfield, Inc. (CLFD)
Minneapolis, MN, US
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.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +16.71% | +48.11% | +72.05% | +47.65% | +38.95% | +60.31% | +28.52% | +29.41% | +40.08% | +164.61% | +2,665.09% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 3 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| 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%
|
-
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)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
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
|
| 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
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 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)
| # | 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 |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
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Community Opinion for CLFD
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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