Columbus McKinnon Corporation (CMCO)
Buffalo, NY, US
Columbus McKinnon Corporation (CMCO) is a global leader in designing, manufacturing, and distributing sophisticated motion solutions. These innovative systems are engineered to facilitate the ergonomic and secure movement, lifting, positioning, and securing of materials across various industries worldwide. The company's extensive product portfolio includes a diverse range of hoists, such as electric, air-powered, manual lever, and hand models, alongside specialized explosion-protected and custom-engineered options, hoist trolleys, and winches. CMCO also provides comprehensive crane systems, which feature individual components, complete kits, enclosed track rail systems, mobile and jib cranes, and essential fall protection equipment, in addition to broader material handling solutions. Their rigging equipment offerings are robust, encompassing below-the-hook lifting devices, shackles, chains and their accessories, forestry and hand tools, lifting slings, lashing systems, and load binders with tie-downs. Furthermore, CMCO produces rotary unions, swivel joints, and a full spectrum of mechanical and electromechanical actuators. In the realm of advanced power and motion technology, their products include AC motor controls, line regenerative systems, automation and diagnostic tools, various brakes, cable and festoon systems, collision avoidance technology, conductor bar systems, DC motor and magnet control systems, elevator drives, inverter duty motors, mining drives, pendant pushbutton stations, radio controls, and wind inverters. They also supply power delivery subsystems, overhead aluminum light rail workstations, and a wide array of conveyor systems, such as low-profile, flexible chain, large-scale, sanitary, vertical elevation, pallet system, and accumulation solutions. CMCO's offerings serve a broad spectrum of market sectors globally, including general manufacturing, transportation, energy and utilities, process industries, industrial automation, construction and infrastructure, food and beverage, entertainment, life sciences, consumer packaged goods, and the e-commerce/supply chain/warehousing logistics domains. The company distributes its products through a multifaceted sales approach, reaching end-users directly as well as through a robust network of distributors, independent crane builders, material handling specialists and integrators, government agencies, original equipment manufacturers (OEMs), and engineering, procurement, and construction (EPC) firms. Established in 1875, Columbus McKinnon Corporation's corporate headquarters are located in Buffalo, New York.
Based on only 1 article — low confidence
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -9.22% | -12.60% | -4.54% | -23.89% | -17.61% | -18.38% | -5.38% | -63.42% | -72.34% | -9.45% | -9.51% |
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 | 2 | 0 |
| Buy | 1 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 2 |
17.50
+34.9%
|
| All Time | 5 |
38.00
+193.0%
|
-
Revenue growth Agricultural - Machinery: +5.1%+23.9% ★ Q1'26: +357.8% (vs Q1'25)
-
EPS growth Agricultural - Machinery: +10.7%-4,011.1% Q1'26: -8,144.1% (vs Q1'25)
-
FCF margin FCF growth · Agricultural - Machinery: +31.2%-17.0% Q1'26: +0.0% (vs Q1'25)
-
EBIT margin Agricultural - Machinery: +9.5%+0.0% Q1'26: +0.0% (vs Q1'25)
-
ROIC Agricultural - Machinery: +7.1%+0.0% Q1'26: +0.0% (vs Q1'25)
-
Share dilution Agricultural - Machinery: +0.0%-0.1% ★ Q1'26: -0.1% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Agricultural - Machinery: 0.00×-20.05× Q1'26: -10.81× (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 |
Mar 1997 actual |
Mar 1999 actual |
Mar 2009 actual |
Mar 2010 actual |
Mar 2011 actual |
Mar 2012 actual |
Mar 2013 actual |
Mar 2014 actual |
Mar 2015 actual |
Mar 2016 actual |
Mar 2017 actual |
Mar 2018 actual |
Mar 2019 actual |
Mar 2020 actual |
Mar 2021 actual |
Mar 2022 actual |
Mar 2023 actual |
Mar 2024 actual |
Mar 2025 actual |
Mar 2026 2 Rev. Ana. 2 EPS Ana. |
Mar 2027 3 Rev. Ana. 3 EPS Ana. |
Mar 2028 4 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
359.40M
est: 310.00M (+15.9%)
|
735.40M
est: 705.30M (+4.3%)
|
606.71M
est: 715.10M (-15.2%)
|
476.18M
est: 621.89M (-23.4%)
|
524.07M
est: 1.21B (-56.5%)
|
591.95M
est: 584.50M (+1.3%)
|
597.26M
est: 487.58M (+22.5%)
|
583.29M
est: 580.80M (+0.4%)
|
579.64M
est: 584.55M (-0.8%)
|
597.10M
est: 606.38M (-1.5%)
|
637.12M
est: 629.88M (+1.1%)
|
839.42M
est: 835.91M (+0.4%)
|
876.28M
est: 869.99M (+0.7%)
|
809.16M
est: 806.32M (+0.4%)
|
649.64M
est: 646.48M (+0.5%)
|
906.56M
est: 888.59M (+2.0%)
|
936.24M
est: 932.09M (+0.4%)
|
1.01B
est: 1.02B (-0.4%)
|
963.03M
est: 966.13M (-0.3%)
|
1.17B
1.14B – 1.21B
+21.5% YoY
|
2.07B
2.01B – 2.13B
+76.0% YoY
|
2.16B
2.10B – 2.20B
+4.3% YoY
|
| EBITDA |
56.30M
est: 32.41M (+73.7%)
|
155.07M
est: 65.15M (+138.0%)
|
-34.36M
est: 67.01M (-151.3%)
|
12.83M
est: -124.11M (+110.3%)
|
29.66M
est: 24.61M (+20.5%)
|
58.89M
est: 48.62M (+21.1%)
|
68.49M
est: 48.73M (+40.6%)
|
69.59M
est: 65.63M (+6.0%)
|
62.97M
est: 68.80M (-8.5%)
|
58.81M
est: 55.90M (+5.2%)
|
48.13M
est: 72.07M (-33.2%)
|
105.55M
est: 56.94M (+85.4%)
|
103.83M
est: 84.14M (+23.4%)
|
128.68M
est: 118.09M (+9.0%)
|
50.31M
est: 73.97M (-32.0%)
|
105.57M
est: 83.51M (+26.4%)
|
146.72M
est: 126.23M (+16.2%)
|
145.43M
est: 94.39M (+54.1%)
|
75.11M
est: 89.61M (-16.2%)
|
108.84M
105.87M – 111.76M
+21.5% YoY
|
191.60M
186.05M – 197.15M
+76.0% YoY
|
199.87M
195.00M – 204.51M
+4.3% YoY
|
| EBIT |
45.00M
est: -98.49M (+145.7%)
|
112.34M
est: 75.26M (+49.3%)
|
-44.95M
est: 73.81M (-160.9%)
|
336.0K
est: -145.65M (+100.2%)
|
18.60M
est: 9.74M (+91.0%)
|
47.03M
est: 37.36M (+25.9%)
|
56.38M
est: 39.03M (+44.5%)
|
56.21M
est: 51.38M (+9.4%)
|
54.65M
est: 53.17M (+2.8%)
|
39.53M
est: 46.26M (-14.6%)
|
23.99M
est: 40.96M (-41.4%)
|
69.42M
est: 34.00M (+104.2%)
|
70.04M
est: 54.05M (+29.6%)
|
91.63M
est: 89.78M (+2.1%)
|
22.16M
est: 42.04M (-47.3%)
|
55.70M
est: 59.87M (-7.0%)
|
96.91M
est: 84.80M (+14.3%)
|
99.48M
est: 41.82M (+137.9%)
|
26.92M
est: 39.69M (-32.2%)
|
48.21M
46.90M – 49.51M
+21.5% YoY
|
84.87M
82.41M – 87.33M
+76.0% YoY
|
88.54M
86.38M – 90.59M
+4.3% YoY
|
| Net Income |
15.20M
est: 14.79M (+2.8%)
|
27.40M
est: 19.19M (+42.8%)
|
-78.38M
est: 35.22M (-322.5%)
|
-7.01M
est: -150.66M (+95.3%)
|
-35.95M
est: -64.81M (+44.5%)
|
26.97M
est: 17.09M (+57.8%)
|
78.30M
est: 25.68M (+204.9%)
|
30.42M
est: 74.12M (-59.0%)
|
27.19M
est: 30.70M (-11.4%)
|
19.58M
est: 17.60M (+11.3%)
|
8.98M
est: 36.88M (-75.6%)
|
22.07M
est: 6.58M (+235.3%)
|
42.58M
est: 27.13M (+56.9%)
|
59.67M
est: 64.37M (-7.3%)
|
9.11M
est: 33.73M (-73.0%)
|
29.66M
est: 28.70M (+3.3%)
|
48.43M
est: 45.58M (+6.3%)
|
46.63M
est: 45.98M (+1.4%)
|
-5.14M
est: 70.88M (-107.2%)
|
57.94M
52.29M – 63.60M
-18.2% YoY
|
51.09M
43.66M – 58.52M
-11.8% YoY
|
73.46M
66.80M – 80.11M
+43.8% YoY
|
| SGA |
57.20M
est: 38.06M (+50.3%)
|
92.00M
est: 72.62M (+26.7%)
|
110.34M
est: 124.68M (-11.5%)
|
101.36M
est: 118.78M (-14.7%)
|
103.50M
est: 113.80M (-9.1%)
|
111.54M
est: 104.21M (+7.0%)
|
117.88M
est: 86.07M (+37.0%)
|
124.72M
est: 122.52M (+1.8%)
|
124.69M
est: 114.38M (+9.0%)
|
141.67M
est: 153.13M (-7.5%)
|
157.73M
est: 138.97M (+13.5%)
|
185.31M
est: 131.96M (+40.4%)
|
181.49M
est: 166.10M (+9.3%)
|
168.93M
est: 157.02M (+7.6%)
|
152.94M
est: 142.63M (+7.2%)
|
201.32M
est: 174.87M (+15.1%)
|
197.32M
est: 192.85M (+2.3%)
|
212.10M
est: 224.55M (-5.5%)
|
217.29M
est: 213.16M (+1.9%)
|
258.91M
251.86M – 265.87M
+21.5% YoY
|
455.79M
442.58M – 469.00M
+76.0% YoY
|
475.46M
463.87M – 486.49M
+4.3% YoY
|
| EPS |
1.15
est: 1.26 (-8.7%)
|
1.63
est: 1.67 (-2.4%)
|
-4.16
est: 2.43 (-271.2%)
|
-0.37
est: 0.76 (-148.7%)
|
-1.89
est: 0.60 (-417.6%)
|
1.40
est: 0.98 (+42.9%)
|
4.03
est: 1.00 (+305.0%)
|
1.55
est: 1.43 (+8.4%)
|
1.36
est: 1.74 (-21.7%)
|
0.98
est: 1.46 (-32.9%)
|
0.44
est: 1.28 (-65.7%)
|
0.97
est: 2.00 (-51.4%)
|
1.83
est: 2.67 (-31.4%)
|
2.53
est: 2.66 (-4.9%)
|
0.38
est: 1.17 (-67.6%)
|
1.06
est: 2.83 (-62.5%)
|
1.69
est: 2.88 (-41.3%)
|
1.62
est: 1.60 (+1.4%)
|
-0.18
est: 2.46 (-107.3%)
|
2.02
1.82 – 2.22
-17.9% YoY
|
1.70
1.52 – 2.04
-16.0% YoY
|
2.54
2.33 – 2.79
+49.5% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-27 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-26 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-22 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-21 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-20 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-19 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-18 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-15 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-14 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-13 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-12 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-11 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-08 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-07 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-06 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-05 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-04 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-01 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-30 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-29 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-28 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-27 | B | 3/5 | 4/5 | 2/5 | 3/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-24 | B | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-23 | B | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-22 | B | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-21 | B | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-20 | B | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-17 | B | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-16 | B | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-15 | B | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 1/5 | 5/5 |
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 | Franklin Mutual Advisers, LLC | 2.43M | 8.50% | 4.00 | 4.00 | 4.00 | 4.00 | IA | Delaware | 2024-01-30 | ↗ |
| 2 | (1) BlackRock, Inc. | 2.09M | 7.30% | 2.03M | — | 2.09M | — | HC | Delaware | 2022-02-01 | ↗ |
| 3 | The Vanguard Group - 23-1945930 | 1.54M | 5.36% | — | 17.5K | 1.50M | 42.8K | IA | Pennsylvania | 2024-02-13 | ↗ |
| 4 | 30-0447847 | 1.47M | 5.20% | 1.44M | — | 1.47M | — | IA | Delaware Limited Partnership | 2022-02-08 | ↗ |
| 5 | Macquarie Bank Limited | 1.46M | 6.10% | — | — | — | — | CO | — | 2021-02-12 | ↗ |
| 6 | Macquarie Investment Management Holdings Inc | 1.46M | 6.10% | 1.45M | — | 1.45M | — | HC | Sydney, New South Wales Australia | 2021-02-12 | ↗ |
| 7 | Abigail P. Johnson | 1.45M | 5.08% | — | — | 1.45M | — | IN | — | 2022-02-09 | ↗ |
| 8 | FMR LLC | 1.45M | 5.08% | 860.9K | — | 1.45M | — | HC | — | 2022-02-09 | ↗ |
| 9 | Investment Management Business Trust, and Macquarie Investment Management Austria Kapitalanlage AG w | 1.44M | 6.07% | — | — | — | — | CO | Sydney, New South Wales Australia | 2020-02-13 | ↗ |
| 10 | Macquarie Investment Management Business Trust, and Macquarie Investment Management Austria Kapitala | 1.44M | 6.07% | — | — | — | — | HC | Sydney, New South Wales Australia | 2020-02-13 | ↗ |
| 11 | 1,433,521 | 1.43M | 6.06% | 1.43M | — | 1.43M | — | IA | Sydney, New South Wales Australia | 2020-02-13 | ↗ |
| 12 | 1,433,521 deemed beneficially owned due to reporting person’s ownership of Macquarie Investment Mana | 1.43M | 6.06% | 1.43M | — | 1.43M | — | HC | Sydney, New South Wales Australia | 2020-02-13 | ↗ |
| 13 | Macquarie Group Limited | 1.41M | 4.96% | — | — | — | — | HC | Sydney, New South Wales Australia | 2022-02-11 | ↗ |
| 14 | Macquarie Investment Management Business Trust | 1.41M | 4.96% | 1.39M | — | 1.39M | — | IA | — | 2022-02-11 | ↗ |
| 15 | Macquarie Management Holdings Inc | 1.41M | 4.96% | 1.39M | — | 1.39M | — | HC | Sydney, New South Wales Australia | 2022-02-11 | ↗ |
| 16 | Victory Capital Management Inc. | 1.32M | 4.64% | 1.30M | — | 1.32M | — | IA | New York | 2022-02-02 | ↗ |
| 17 | Laura G. O’Shaughnessy | 416.8K | 10.80% | 212.8K | 204.0K | — | 9.5K | IN | — | 2024-09-05 | ↗ |
| 18 | Caraway Jackson Investments LLC | 223.2K | 6.40% | — | 223.2K | — | 223.2K | OO | Cayman Islands | 2024-05-30 | ↗ |
| 19 | EMAI Management, LLC | 223.2K | 6.40% | — | 223.2K | — | 223.2K | OO | Cayman Islands | 2024-05-30 | ↗ |
| 20 | Eli Samaha | 223.2K | 6.40% | — | 223.2K | — | 223.2K | IN | Cayman Islands | 2024-05-30 | ↗ |
| 21 | Madison Avenue GP, LLC | 223.2K | 6.40% | — | 223.2K | — | 223.2K | OO | Cayman Islands | 2024-05-30 | ↗ |
| 22 | Madison Avenue International LP | 223.2K | 6.40% | — | 223.2K | — | 223.2K | OO | Cayman Islands | 2024-05-30 | ↗ |
| 23 | Madison Avenue Partners, LP | 223.2K | 6.40% | — | 223.2K | — | 223.2K | OO | Cayman Islands | 2024-05-30 | ↗ |
| 24 | Timothy J. O’Shaughnessy | 212.3K | 5.80% | 148.6K | 63.7K | 148.6K | 15.1K | IN | — | 2024-05-10 | ↗ |
| 25 | Elizabeth G. Weymouth | 211.4K | 5.80% | — | 211.4K | — | 211.4K | IN | United States | 2024-05-13 | ↗ |
| 26 | 10. | 2.2K | 0.01% | — | — | 2.2K | — | CO | Sydney, New South Wales Australia | 2020-02-13 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 23.1K +23.1K (+100.0%) | 397.99M +398.0M (+100.0%) | 0.08% +0.080 pp | 0.00% +0.003 pp | USD17.25 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 2.65M +144.3K (+5.8%) | 45.72M +9.8M (+27.2%) | 9.23% +0.481 pp | 0.00% +0.000 pp | USD33.54 -48.6% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 1.89M +14.6K (+0.8%) | 32.58M +5.7M (+21.2%) | 6.57% +0.035 pp | 0.00% +0.000 pp | USD33.15 -48.0% | 84 qtrs — |
| 4 | INVESCO LTD. | 1.46M +5.2K (+0.4%) | 25.13M +4.3M (+20.7%) | 5.07% +0.006 pp | 0.00% +0.001 pp | USD22.15 -22.1% | 57 qtrs — |
| 5 | DIMENSIONAL FUND ADVISORS LP | 1.37M -176.4K (-11.4%) | 23.58M +1.4M (+6.5%) | 4.76% -0.627 pp | 0.00% +0.000 pp | USD26.75 -35.5% | 51 qtrs — |
| 6 | AQR CAPITAL MANAGEMENT LLC | 1.11M +481.5K (+76.8%) | 19.12M +10.1M (+112.7%) | 3.86% +1.671 pp | 0.01% +0.004 pp | USD17.56 -1.8% | 38 qtrs — |
| 7 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 822.6K -7.3K (-0.9%) | 14.19M +2.3M (+19.2%) | 2.86% -0.032 pp | 0.04% +0.006 pp | USD15.38 +12.2% | 4 qtrs — |
| 8 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 797.0K +23.8K (+3.1%) | 13.75M +2.7M (+24.0%) | 2.77% +0.076 pp | 0.02% +0.003 pp | USD29.76 -42.0% | 7 qtrs — |
| 9 | SEGALL BRYANT & HAMILL, LLC | 781.9K -15.7K (-2.0%) | 13.49M +2.1M (+17.9%) | 2.72% -0.062 pp | 0.18% +0.030 pp | USD34.58 -50.1% | 28 qtrs — |
| 10 | STANLEY CAPITAL MANAGEMENT, LLC | 705.0K +30.0K (+4.4%) | 12.16M +2.5M (+25.6%) | 2.45% +0.099 pp | 2.03% +0.441 pp | USD16.43 +5.0% | 4 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 697.7K -10.8K (-1.5%) | 12.04M +1.9M (+18.5%) | 2.43% -0.044 pp | 0.00% +0.000 pp | USD34.32 -49.7% | 78 qtrs — |
| 12 | MARSHALL WACE, LLP | 633.7K -93.0K (-12.8%) | 10.93M +510.1K (+4.9%) | 2.21% -0.330 pp | 0.01% -0.001 pp | USD14.46 +19.3% | 3 qtrs — |
| 13 | STATE STREET CORP | 629.7K +3.4K (+0.5%) | 10.86M +1.9M (+20.9%) | 2.19% +0.006 pp | 0.00% +0.000 pp | USD31.60 -45.4% | 51 qtrs — |
| 14 | MORGAN STANLEY | 601.9K -117.2K (-16.3%) | 10.38M +71.7K (+0.7%) | 2.10% -0.414 pp | 0.00% +0.000 pp | USD19.30 -10.6% | 51 qtrs — |
| 15 | HEARTLAND ADVISORS INC | 595.1K +123.0K (+26.1%) | 10.27M +3.5M (+51.6%) | 2.07% +0.424 pp | 0.55% +0.195 pp | USD19.49 -11.5% | 5 qtrs — |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 593.2K +66.8K (+12.7%) | 10.23M +2.7M (+35.6%) | 2.06% +0.228 pp | 0.00% +0.000 pp | USD28.54 -39.6% | 67 qtrs — |
| 17 | BERNZOTT CAPITAL ADVISORS | 540.8K +245.2K (+83.0%) | 9.33M +5.1M (+120.1%) | 1.88% +0.853 pp | 4.44% +2.438 pp | USD19.68 -12.3% | 5 qtrs — |
| 18 | CASTLEKNIGHT MANAGEMENT LP | 511.2K -46.4K (-8.3%) | 8.82M +822.2K (+10.3%) | 1.78% -0.166 pp | 0.20% +0.038 pp | USD15.97 +8.0% | 4 qtrs — |
| 19 | NANTAHALA CAPITAL MANAGEMENT, LLC | 450.0K +— (+0.0%) | 7.76M +1.3M (+20.3%) | 1.57% -0.004 pp | 0.26% +0.033 pp | USD15.50 +11.3% | 4 qtrs — |
| 20 | D. E. SHAW & CO., INC. | 395.7K +11.4K (+3.0%) | 6.83M +1.3M (+23.9%) | 1.38% +0.037 pp | 0.00% +0.001 pp | USD15.88 +8.6% | 57 qtrs — |
| 21 | VAN DEN BERG MANAGEMENT I, INC | 379.0K +54.2K (+16.7%) | 6.54M +1.9M (+40.4%) | 1.32% +0.186 pp | 1.50% +0.331 pp | USD28.66 -39.8% | 9 qtrs — |
| 22 | HILLSDALE INVESTMENT MANAGEMENT INC. | 370.7K +370.7K (+100.0%) | 6.40M +6.4M (+100.0%) | 1.29% +1.292 pp | 0.18% +0.177 pp | USD17.25 +0.0% | 1 qtrs NEW |
| 23 | QUBE RESEARCH & TECHNOLOGIES LTD | 344.1K +38.8K (+12.7%) | 5.94M +1.6M (+35.6%) | 1.20% +0.133 pp | 0.01% +0.002 pp | USD17.93 -3.8% | 16 qtrs — |
| 24 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 327.9K +35.8K (+12.3%) | 5.66M +1.5M (+35.0%) | 1.14% +0.122 pp | 0.13% +0.032 pp | USD25.79 -33.1% | 51 qtrs — |
| 25 | WALLEYE CAPITAL LLC | 297.8K +42.6K (+16.7%) | 5.14M +1.5M (+40.4%) | 1.04% +0.146 pp | 0.02% +0.002 pp | USD16.59 +4.0% | 9 qtrs — |
| 26 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 262.5K +75.5K (+40.3%) | 4.53M +1.8M (+68.8%) | 0.91% +0.261 pp | 0.01% +0.003 pp | USD15.52 +11.1% | 9 qtrs — |
| 27 | BANK OF NEW YORK MELLON CORP | 241.7K +94.5K (+64.2%) | 4.17M +2.1M (+97.5%) | 0.84% +0.328 pp | 0.00% +0.000 pp | USD24.40 -29.3% | 66 qtrs — |
| 28 | NORTHERN TRUST CORP | 222.1K -13.9K (-5.9%) | 3.83M +446.4K (+13.2%) | 0.77% -0.051 pp | 0.00% +0.000 pp | USD27.97 -38.3% | 51 qtrs — |
| 29 | FRONT STREET CAPITAL MANAGEMENT, INC. | 213.8K +4.9K (+2.4%) | 3.69M +693.0K (+23.1%) | 0.74% +0.015 pp | 0.52% +0.062 pp | USD20.90 -17.5% | 5 qtrs — |
| 30 | GOLDMAN SACHS GROUP INC | 208.6K -3.1K (-1.5%) | 3.60M +562.9K (+18.5%) | 0.73% -0.013 pp | 0.00% +0.000 pp | USD31.85 -45.8% | 41 qtrs — |
| 31 | ESSEX INVESTMENT MANAGEMENT CO LLC | 208.0K +208.0K (+100.0%) | 3.59M +3.6M (+100.0%) | 0.72% +0.724 pp | 0.55% +0.547 pp | USD17.25 +0.0% | 1 qtrs NEW |
| 32 | AMERIPRISE FINANCIAL INC | 193.2K -4.1K (-2.1%) | 3.33M +503.3K (+17.8%) | 0.67% -0.016 pp | 0.00% +0.000 pp | USD20.04 -13.9% | 41 qtrs — |
| 33 | JACOBS LEVY EQUITY MANAGEMENT, INC | 190.3K -4.7K (-2.4%) | 3.28M +486.0K (+17.4%) | 0.66% -0.018 pp | 0.01% +0.002 pp | USD14.91 +15.7% | 3 qtrs — |
| 34 | ACADIAN ASSET MANAGEMENT LLC | 187.8K +10.2K (+5.7%) | 3.24M +693.0K (+27.2%) | 0.65% +0.034 pp | 0.01% +0.001 pp | USD14.67 +17.6% | 3 qtrs — |
| 35 | BANK OF AMERICA CORP /DE/ | 179.0K +25.3K (+16.5%) | 3.09M +883.8K (+40.1%) | 0.62% +0.087 pp | 0.00% +0.000 pp | USD35.36 -51.2% | 52 qtrs — |
| 36 | CREATIVE PLANNING | 148.0K +68.6K (+86.3%) | 2.55M +1.4M (+124.2%) | 0.52% +0.238 pp | 0.00% +0.001 pp | USD18.39 -6.2% | 6 qtrs — |
| 37 | RBF CAPITAL, LLC | 143.2K +— (+0.0%) | 2.47M +416.7K (+20.3%) | 0.50% -0.001 pp | 0.11% +0.018 pp | USD15.37 +12.2% | 40 qtrs — |
| 38 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 142.9K +142.9K (+100.0%) | 2.47M +2.5M (+100.0%) | 0.50% +0.498 pp | 0.00% +0.004 pp | USD17.25 +0.0% | 1 qtrs NEW |
| 39 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 134.9K +59.9K (+79.8%) | 2.33M +1.3M (+116.3%) | 0.47% +0.208 pp | 0.05% +0.026 pp | USD17.07 +1.1% | 4 qtrs — |
| 40 | IEQ CAPITAL, LLC | 131.0K +53.6K (+69.3%) | 2.26M +1.2M (+103.7%) | 0.46% +0.186 pp | 0.01% +0.003 pp | USD15.96 +8.1% | 3 qtrs — |
| 41 | Y-INTERCEPT (HONG KONG) LTD | 120.4K -16.5K (-12.1%) | 2.08M +113.2K (+5.8%) | 0.42% -0.059 pp | 0.05% -0.001 pp | USD15.27 +13.0% | 3 qtrs — |
| 42 | MILLENNIUM MANAGEMENT LLC | 120.2K -730.7K (-85.9%) | 2.07M -10.1M (-83.0%) | 0.42% -2.551 pp | 0.00% -0.004 pp | USD15.71 +9.8% | 15 qtrs — |
| 43 | ISTHMUS PARTNERS, LLC | 120.0K +9.8K (+8.9%) | 2.07M +2.1M (+130,897.4%) | 0.42% +0.034 pp | 0.23% +0.230 pp | USD29.53 -41.6% | 45 qtrs — |
| 44 | EMPOWERED FUNDS, LLC | 117.8K +71.8K (+156.2%) | 2.03M +1.4M (+208.2%) | 0.41% +0.250 pp | 0.02% +0.009 pp | USD16.47 +4.7% | 3 qtrs — |
| 45 | MAN GROUP PLC | 117.6K -163.8K (-58.2%) | 2.03M -2.0M (-49.7%) | 0.41% -0.573 pp | 0.00% -0.004 pp | USD15.31 +12.7% | 10 qtrs — |
| 46 | WELLS FARGO & COMPANY/MN | 117.5K -19.0K (-13.9%) | 2.03M +70.2K (+3.6%) | 0.41% -0.067 pp | 0.00% +0.000 pp | USD20.76 -16.9% | 57 qtrs — |
| 47 | MACKENZIE FINANCIAL CORP | 113.7K +113.7K (+100.0%) | 2.00M +2.0M (+100.0%) | 0.40% +0.396 pp | 0.00% +0.002 pp | USD17.25 +0.0% | 1 qtrs NEW |
| 48 | UBS GROUP AG | 112.3K +54.5K (+94.3%) | 1.94M +1.1M (+133.7%) | 0.39% +0.189 pp | 0.00% +0.000 pp | USD21.70 -20.5% | 45 qtrs — |
| 49 | RENAISSANCE TECHNOLOGIES LLC | 111.1K -24.8K (-18.3%) | 1.92M -32.4K (-1.7%) | 0.39% -0.088 pp | 0.00% +0.000 pp | USD14.34 +20.3% | 40 qtrs — |
| 50 | LSV ASSET MANAGEMENT | 107.7K +38.9K (+56.6%) | 1.86M +872.0K (+88.3%) | 0.38% +0.135 pp | 0.00% +0.002 pp | USD17.78 -3.0% | 5 qtrs — |
| 51 | FOREST HILL CAPITAL, LLC | 102.2K +— (+0.0%) | 1.76M +297.4K (+20.3%) | 0.36% -0.001 pp | 0.90% +0.039 pp | USD24.39 -29.3% | 47 qtrs — |
| 52 | SEI INVESTMENTS CO | 98.7K +59.0K (+148.9%) | 1.70M +1.1M (+199.4%) | 0.34% +0.205 pp | 0.00% +0.001 pp | USD21.15 -18.4% | 37 qtrs — |
| 53 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 96.5K -17.9K (-15.6%) | 1.66M +24.2K (+1.5%) | 0.34% -0.063 pp | 0.00% 0.000 pp | USD15.22 +13.3% | 3 qtrs — |
| 54 | SQUAREPOINT OPS LLC | 95.4K -43.9K (-31.5%) | 1.65M -352.4K (-17.6%) | 0.33% -0.154 pp | 0.00% 0.000 pp | USD19.12 -9.8% | 11 qtrs — |
| 55 | NUVEEN, LLC | 93.2K -229.6K (-71.1%) | 1.61M -3.0M (-65.3%) | 0.32% -0.802 pp | 0.00% -0.001 pp | USD15.67 +10.1% | 4 qtrs — |
| 56 | VICTORY CAPITAL MANAGEMENT INC | 82.5K +89.0 (+0.1%) | 1.42M +241.4K (+20.4%) | 0.29% 0.000 pp | 0.00% +0.000 pp | USD24.48 -29.5% | 40 qtrs — |
| 57 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 81.5K +81.5K (+100.0%) | 1.41M +1.4M (+100.0%) | 0.28% +0.284 pp | 0.00% +0.002 pp | USD17.25 +0.0% | 1 qtrs NEW |
| 58 | HRT FINANCIAL LP | 81.5K -69.5K (-46.0%) | 1.41M -760.0K (-35.1%) | 0.28% -0.243 pp | 0.00% -0.004 pp | USD14.75 +16.9% | 3 qtrs — |
| 59 | QUANTINNO CAPITAL MANAGEMENT LP | 80.4K +46.1K (+134.2%) | 1.39M +894.9K (+181.7%) | 0.28% +0.160 pp | 0.00% +0.001 pp | USD17.00 +1.5% | 4 qtrs — |
| 60 | PALOGIC VALUE MANAGEMENT, L.P. | 75.0K -45.0K (-37.5%) | 1.29M -427.1K (-24.8%) | 0.26% -0.158 pp | 0.54% -0.152 pp | USD27.36 -37.0% | 13 qtrs — |
| 61 | ACCESS INVESTMENT MANAGEMENT LLC | 83.0K +— (+0.0%) | 1.19M +— (+0.0%) | 0.29% 0.000 pp | 0.32% +0.000 pp | USD15.26 +13.0% | 3 qtrs — |
| 62 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 67.8K -3.6K (-5.0%) | 1.17M +145.7K (+14.2%) | 0.24% -0.013 pp | 0.02% +0.002 pp | USD15.27 +13.0% | 3 qtrs — |
| 63 | TWO SIGMA INVESTMENTS, LP | 67.6K -27.5K (-29.0%) | 1.17M -198.3K (-14.5%) | 0.24% -0.097 pp | 0.00% 0.000 pp | USD14.34 +20.3% | 2 qtrs — |
| 64 | BARCLAYS PLC | 67.4K +14.4K (+27.2%) | 1.16M -744.5K (-39.0%) | 0.23% +0.050 pp | 0.00% 0.000 pp | USD24.91 -30.8% | 51 qtrs — |
| 65 | LEGATO CAPITAL MANAGEMENT LLC | 67.3K +45.9K (+214.8%) | 1.16M +854.8K (+278.7%) | 0.23% +0.160 pp | 0.10% +0.067 pp | USD21.50 -19.8% | 7 qtrs — |
| 66 | PRINCIPAL FINANCIAL GROUP INC | 64.8K +20.8K (+47.2%) | 1.12M +486.8K (+77.1%) | 0.23% +0.072 pp | 0.00% +0.000 pp | USD15.73 +9.7% | 3 qtrs — |
| 67 | HSBC HOLDINGS PLC | 62.1K +30.1K (+93.9%) | 1.08M +628.4K (+139.0%) | 0.22% +0.104 pp | 0.00% +0.000 pp | USD15.75 +9.5% | 26 qtrs — |
| 68 | TREXQUANT INVESTMENT LP | 59.1K -2.9K (-4.7%) | 1.02M +130.3K (+14.6%) | 0.21% -0.011 pp | 0.01% 0.000 pp | USD16.40 +5.2% | 8 qtrs — |
| 69 | CONCENTRIC CAPITAL STRATEGIES, LP | 57.9K +57.9K (+100.0%) | 998.5K +998.5K (+100.0%) | 0.20% +0.202 pp | 0.05% +0.048 pp | USD17.25 +0.0% | 1 qtrs NEW |
| 70 | CM MANAGEMENT, LLC | 55.0K +55.0K (+100.0%) | 948.8K +948.8K (+100.0%) | 0.19% +0.192 pp | 0.80% +0.800 pp | USD17.25 +0.0% | 1 qtrs NEW |
| 71 | SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 51.3K +— (+0.0%) | 884.1K +149.1K (+20.3%) | 0.18% 0.000 pp | 0.50% +0.074 pp | USD14.34 +20.3% | 2 qtrs — |
| 72 | CWM, LLC | 48.7K +12.0K (+32.8%) | 841.0K +315.0K (+59.9%) | 0.17% +0.042 pp | 0.00% +0.001 pp | USD16.39 +5.2% | 8 qtrs — |
| 73 | BRINKER CAPITAL INVESTMENTS, LLC | 44.1K +12.6K (+39.8%) | 761.5K +308.6K (+68.1%) | 0.15% +0.044 pp | 0.01% +0.002 pp | USD28.80 -40.1% | 22 qtrs — |
| 74 | QUEST PARTNERS LLC | 43.7K -24.4K (-35.8%) | 753.9K -223.0K (-22.8%) | 0.15% -0.086 pp | 0.04% -0.022 pp | USD18.42 -6.4% | 9 qtrs — |
| 75 | CERITY PARTNERS LLC | 43.4K +13.1K (+43.2%) | 748.3K +314.0K (+72.3%) | 0.15% +0.045 pp | 0.00% +0.000 pp | USD15.65 +10.2% | 8 qtrs — |
| 76 | RUSSELL INVESTMENTS GROUP, LTD. | 43.2K -692.0 (-1.6%) | 745.8K +115.9K (+18.4%) | 0.15% -0.003 pp | 0.00% +0.000 pp | USD15.04 +14.7% | 10 qtrs — |
| 77 | CAXTON ASSOCIATES LLP | 42.6K -10.3K (-19.4%) | 735.3K -23.2K (-3.1%) | 0.15% -0.036 pp | 0.01% -0.004 pp | USD15.27 +13.0% | 3 qtrs — |
| 78 | K2 PRINCIPAL FUND, L.P. | 40.2K +40.2K (+100.0%) | 693.9K +693.9K (+100.0%) | 0.14% +0.140 pp | 0.06% +0.056 pp | USD17.25 +0.0% | 1 qtrs NEW |
| 79 | SG AMERICAS SECURITIES, LLC | 39.3K +4.7K (+13.7%) | 677.0K +182.0K (+36.8%) | 0.14% +0.016 pp | 0.00% -0.001 pp | USD14.90 +15.8% | 9 qtrs — |
| 80 | GSA CAPITAL PARTNERS LLP | 37.4K -730.0 (-1.9%) | 646.0K +99.0K (+18.1%) | 0.13% -0.003 pp | 0.06% +0.010 pp | USD16.16 +6.7% | 4 qtrs — |
| 81 | RHUMBLINE ADVISERS | 37.4K -5.4K (-12.6%) | 645.5K +31.8K (+5.2%) | 0.13% -0.019 pp | 0.00% +0.000 pp | USD29.26 -41.0% | 55 qtrs — |
| 82 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 29.7K +9.3K (+45.3%) | 575.7K +274.8K (+91.3%) | 0.10% +0.032 pp | 0.00% +0.000 pp | USD15.84 +8.9% | 3 qtrs — |
| 83 | PRUDENTIAL FINANCIAL INC | 33.3K -131.0K (-79.7%) | 574.2K -1.8M (-75.6%) | 0.12% -0.458 pp | 0.00% -0.002 pp | USD16.93 +1.9% | 12 qtrs — |
| 84 | AMERICAN CENTURY COMPANIES INC | 32.3K +5.9K (+22.2%) | 557.9K +178.5K (+47.1%) | 0.11% +0.020 pp | 0.00% +0.000 pp | USD16.72 +3.2% | 4 qtrs — |
| 85 | PRICE T ROWE ASSOCIATES INC /MD/ | 31.0K +4.9K (+19.0%) | 535.0K +161.0K (+43.0%) | 0.11% +0.017 pp | 0.00% +0.000 pp | USD30.27 -43.0% | 31 qtrs — |
| 86 | MARINER, LLC | 29.4K +18.3K (+164.3%) | 508.9K +349.2K (+218.7%) | 0.10% +0.064 pp | 0.00% +0.000 pp | USD16.48 +4.7% | 16 qtrs — |
| 87 | AQUATIC CAPITAL MANAGEMENT LLC | 29.4K -17.8K (-37.7%) | 507.9K -170.1K (-25.1%) | 0.10% -0.063 pp | 0.01% +0.002 pp | USD16.86 +2.3% | 11 qtrs — |
| 88 | INSPIRE INVESTING, LLC | 26.9K -4.9K (-15.5%) | 464.6K +7.6K (+1.7%) | 0.09% -0.018 pp | 0.04% -0.003 pp | USD22.27 -22.5% | 10 qtrs — |
| 89 | VERSOR INVESTMENTS LP | 26.9K +26.9K (+100.0%) | 464.3K +464.3K (+100.0%) | 0.09% +0.094 pp | 0.07% +0.072 pp | USD17.25 +0.0% | 1 qtrs NEW |
| 90 | RAYMOND JAMES FINANCIAL INC | 24.9K +24.9K (+100.0%) | 428.7K +428.7K (+100.0%) | 0.09% +0.087 pp | 0.00% +0.000 pp | USD17.25 +0.0% | 5 qtrs — |
| 91 | CITADEL ADVISORS LLC | 24.5K +24.5K (+100.0%) | 422.6K +422.6K (+100.0%) | 0.09% +0.085 pp | 0.00% +0.000 pp | USD17.25 +0.0% | 1 qtrs NEW |
| 92 | VERITION FUND MANAGEMENT LLC | 24.5K -322.0 (-1.3%) | 422.6K +66.7K (+18.7%) | 0.09% -0.001 pp | 0.00% +0.000 pp | USD16.93 +1.9% | 8 qtrs — |
| 93 | MOODY NATIONAL BANK TRUST DIVISION | 23.9K -116.0 (-0.5%) | 413.1K +68.0K (+19.7%) | 0.08% -0.001 pp | 0.04% +0.011 pp | USD31.19 -44.7% | 12 qtrs — |
| 94 | ADVISOR GROUP HOLDINGS, INC. | 23.2K +19.0K (+447.4%) | 400.8K +337.5K (+532.8%) | 0.08% +0.066 pp | 0.00% +0.001 pp | USD20.35 -15.2% | 24 qtrs — |
| 95 | ENGINEERS GATE MANAGER LP | 22.6K +10.8K (+90.9%) | 389.4K +219.9K (+129.7%) | 0.08% +0.037 pp | 0.00% +0.003 pp | USD24.67 -30.1% | 9 qtrs — |
| 96 | POLYMER CAPITAL MANAGEMENT (US) LLC | 22.1K -1.8K (-7.5%) | 380.5K +38.4K (+11.2%) | 0.08% -0.007 pp | 0.04% +0.004 pp | USD15.27 +13.0% | 3 qtrs — |
| 97 | DEUTSCHE BANK AG\ | 21.4K -145.0 (-0.7%) | 368.4K +60.1K (+19.5%) | 0.07% -0.001 pp | 0.00% +0.000 pp | USD33.90 -49.1% | 50 qtrs — |
| 98 | CANADA PENSION PLAN INVESTMENT BOARD | 20.5K +16.7K (+439.5%) | 353.6K +299.1K (+548.9%) | 0.07% +0.058 pp | 0.00% +0.000 pp | USD16.88 +2.2% | 3 qtrs — |
| 99 | PACIFIC RIDGE CAPITAL PARTNERS, LLC | 20.0K +850.0 (+4.4%) | 345.7K +70.5K (+25.6%) | 0.07% +0.003 pp | 0.08% +0.015 pp | USD28.01 -38.4% | 49 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Concourse Capital Focused Equity ETF CCFE | 5.26% | 1.87M | 0.95% |
| 2 | Inspire Fidelis Multi Factor ETF FDLS | 0.88% | 2.03M | 0.66% |
| 3 | Invesco NASDAQ Future Gen 200 ETF QQQS | 0.41% | 91.0K | 0.20% |
| 4 | BondBloxx B Rated USD High Yield Corporate Bond ETF XB | 0.21% | 123.0K | 0.30% |
| 5 | Inspire Small/Mid Cap ETF ISMD | 0.18% | 587.6K | 0.53% |
| 6 | Global X - U.S. Infrastructure Development ETF PAVE | 0.17% | 23.96M | 0.47% |
| 7 | Global X U.S. Infrastructure Development UCITS ETF USD PAVG.L | 0.17% | 78.1K | 0.47% |
| 8 | Global X - U.S. Infrastructure Development UCITS ETF PAVE.L | 0.17% | 1.35M | 0.47% |
| 9 | Vanguard Global Value Factor ETF VVL.TO | 0.11% | 622.5K | 0.38% |
| 10 | Vanguard Global Value Equity Active ETF VVLU.AX | 0.11% | 962.9K | 0.28% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-23 | Rustowicz Gregory P | Officer | E-ExpireShort | D | Non-Qualified Stock Options (Right to Buy) | 28,333 | 15.16 | 429.5K | 0 | D | ↗ |
| 2026-05-23 | Korman Alan S | Officer | E-ExpireShort | D | Non-Qualified Stock Options (Right to Buy) | 16,140 | 15.16 | 244.7K | 0 | D | ↗ |
| 2026-05-22 | Wilson David J. | Director / Officer | F-InKind | D | Common Stock | 4,863 | 14.88 | 72.4K | 182,434 | D | ↗ |
| 2026-05-22 | Williams Adrienne | Officer | F-InKind | D | Common Stock | 390 | 14.88 | 5.8K | 17,041 | D | ↗ |
| 2026-05-22 | Rustowicz Gregory P | Officer | F-InKind | D | Common Stock | 1,189 | 14.88 | 17.7K | 91,875 | D | ↗ |
| 2026-05-22 | Ramos Lara Mario Y. | Officer | F-InKind | D | Common Stock | 390 | 14.88 | 5.8K | 32,017 | D | ↗ |
| 2026-05-22 | Paradowski Mark R | Officer | F-InKind | D | Common Stock | 472 | 14.88 | 7.0K | 30,573 | D | ↗ |
| 2026-05-22 | Korman Alan S | Officer | F-InKind | D | Common Stock | 552 | 14.88 | 8.2K | 49,413 | D | ↗ |
| 2026-05-22 | Chintapalli Appal | Officer | F-InKind | D | Common Stock | 491 | 14.88 | 7.3K | 36,175 | D | ↗ |
| 2026-05-22 | Adams Jon | Officer | F-InKind | D | Common Stock | 296 | 14.88 | 4.4K | 7,898 | D | ↗ |
| 2026-05-20 | Wilson David J. | Director / Officer | F-InKind | D | Common Stock | 3,189 | 14.09 | 44.9K | 187,297 | D | ↗ |
| 2026-05-20 | Williams Adrienne | Officer | F-InKind | D | Common Stock | 243 | 14.09 | 3.4K | 17,431 | D | ↗ |
| 2026-05-20 | Rustowicz Gregory P | Officer | F-InKind | D | Common Stock | 733 | 14.09 | 10.3K | 93,064 | D | ↗ |
| 2026-05-20 | Ramos Lara Mario Y. | Officer | F-InKind | D | Common Stock | 241 | 14.09 | 3.4K | 32,407 | D | ↗ |
| 2026-05-20 | Paradowski Mark R | Officer | F-InKind | D | Common Stock | 343 | 14.09 | 4.8K | 31,045 | D | ↗ |
| 2026-05-20 | Korman Alan S | Officer | F-InKind | D | Common Stock | 433 | 14.09 | 6.1K | 49,965 | D | ↗ |
| 2026-05-20 | Chintapalli Appal | Officer | F-InKind | D | Common Stock | 320 | 14.09 | 4.5K | 36,666 | D | ↗ |
| 2026-05-20 | Adams Jon | Officer | F-InKind | D | Common Stock | 246 | 14.09 | 3.5K | 8,194 | D | ↗ |
| 2026-05-19 | Wilson David J. | Director / Officer | F-InKind | D | Common Stock | 8,551 | 13.59 | 116.2K | 190,486 | D | ↗ |
| 2026-05-19 | Williams Adrienne | Officer | F-InKind | D | Common Stock | 792 | 13.59 | 10.8K | 17,674 | D | ↗ |
| 2026-05-19 | Rustowicz Gregory P | Officer | F-InKind | D | Common Stock | 1,961 | 13.59 | 26.6K | 93,797 | D | ↗ |
| 2026-05-19 | Ramos Lara Mario Y. | Officer | F-InKind | D | Common Stock | 803 | 13.59 | 10.9K | 32,648 | D | ↗ |
| 2026-05-19 | Paradowski Mark R | Officer | F-InKind | D | Common Stock | 958 | 13.59 | 13.0K | 31,388 | D | ↗ |
| 2026-05-19 | Korman Alan S | Officer | F-InKind | D | Common Stock | 1,197 | 13.59 | 16.3K | 50,398 | D | ↗ |
| 2026-05-19 | Chintapalli Appal | Officer | F-InKind | D | Common Stock | 977 | 13.59 | 13.3K | 36,986 | D | ↗ |
| 2026-05-19 | Adams Jon | Officer | F-InKind | D | Common Stock | 1,002 | 13.59 | 13.6K | 8,440 | D | ↗ |
| 2026-05-11 | Wilson David J. | Director / Officer | A-Award | A | Common Stock | 373 | 0.00 | — | 199,037 | D | ↗ |
| 2026-05-11 | Williams Adrienne | Officer | A-Award | A | Common Stock | 46 | 0.00 | — | 18,466 | D | ↗ |
| 2026-05-11 | Rustowicz Gregory P | Officer | A-Award | A | Common Stock | 86 | 0.00 | — | 95,758 | D | ↗ |
| 2026-05-11 | Ramos Lara Mario Y. | Officer | A-Award | A | Common Stock | 46 | 0.00 | — | 33,451 | D | ↗ |
| 2026-05-11 | Paradowski Mark R | Officer | A-Award | A | Common Stock | 39 | 0.00 | — | 32,346 | D | ↗ |
| 2026-05-11 | Korman Alan S | Officer | A-Award | A | Common Stock | 63 | 0.00 | — | 51,595 | D | ↗ |
| 2026-05-11 | Chintapalli Appal | Officer | A-Award | A | Common Stock | 61 | 0.00 | — | 37,963 | D | ↗ |
| 2026-05-11 | Bohl Kathryn V | Director | A-Award | A | Deferred Stock | 14 | 0.00 | — | 3,283 | D | ↗ |
| 2026-05-11 | Beliveau-Dunn Jeanne | Director | A-Award | A | Deferred Stock | 13 | 0.00 | — | 2,880 | D | ↗ |
| 2026-05-11 | Aghili Aziz | Director | A-Award | A | Deferred Stock | 16 | 0.00 | — | 3,617 | D | ↗ |
| 2026-05-11 | Adams Jon | Officer | A-Award | A | Common Stock | 41 | 0.00 | — | 9,442 | D | ↗ |
| 2026-05-11 | Abraham Chad R | Director | A-Award | A | Deferred Stock | 14 | 0.00 | — | 3,283 | D | ↗ |
| 2026-02-27 | Rustowicz Gregory P | Officer | S-Sale | D | Common Stock | 242 | 19.15 | 4.6K | 0 | I | ↗ |
| 2026-02-27 | Paradowski Mark R | Officer | S-Sale | D | Common Stock | 1,502 | 19.15 | 28.8K | 0 | I | ↗ |
| 2026-02-27 | Korman Alan S | Officer | S-Sale | D | Common Stock | 302 | 19.15 | 5.8K | 0 | I | ↗ |
| 2026-02-24 | Adams Jon | Officer | S-Sale | D | Common Stock | 0 | 23.28 | — | 9,366 | D | ↗ |
| 2026-02-23 | Wilson David J. | Director / Officer | A-Award | A | Common Stock | 310 | 0.00 | — | 198,663 | D | ↗ |
| 2026-02-23 | Williams Adrienne | Officer | A-Award | A | Common Stock | 38 | 0.00 | — | 18,420 | D | ↗ |
| 2026-02-23 | Rustowicz Gregory P | Officer | A-Award | A | Common Stock | 72 | 0.00 | — | 95,671 | D | ↗ |
| 2026-02-23 | Ramos Lara Mario Y. | Officer | A-Award | A | Common Stock | 38 | 0.00 | — | 33,405 | D | ↗ |
| 2026-02-23 | Paradowski Mark R | Officer | A-Award | A | Common Stock | 32 | 0.00 | — | 32,307 | D | ↗ |
| 2026-02-23 | Korman Alan S | Officer | A-Award | A | Common Stock | 52 | 0.00 | — | 51,532 | D | ↗ |
| 2026-02-23 | Chintapalli Appal | Officer | A-Award | A | Common Stock | 51 | 0.00 | — | 37,902 | D | ↗ |
| 2026-02-23 | Bohl Kathryn V | Director | A-Award | A | Deferred Stock | 32 | 0.00 | — | 8,667 | D | ↗ |
| 2026-02-23 | Beliveau-Dunn Jeanne | Director | A-Award | A | Deferred Stock | 12 | 0.00 | — | 3,269 | D | ↗ |
| 2026-02-23 | Aghili Aziz | Director | A-Award | A | Deferred Stock | 12 | 0.00 | — | 3,269 | D | ↗ |
| 2026-02-23 | Abraham Chad R | Director | A-Award | A | Deferred Stock | 12 | 0.00 | — | 3,269 | D | ↗ |
| 2026-02-11 | Adams Jon | Officer | S-Sale | D | Common Stock | 5,185 | 23.28 | 120.7K | 9,366 | D | ↗ |
| 2026-02-03 | Sleeper Nathan K | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-02-03 | LAMACH MICHAEL W | Director | — | — | Common Stock | 0 | 0.00 | — | 255 | I | ↗ |
| 2026-02-03 | Campelli Andrew | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-02-03 | CD&R XII Keystone Holdings, L.P. | 10% Owner | — | — | Series A Cumulative Convertible Participating Preferred | 21,231,422 | 37.68 | 800.00M | 0 | D | ↗ |
| 2026-01-22 | Adams Jon | Officer | F-InKind | D | Common Stock | 253 | 21.28 | 5.4K | 14,551 | D | ↗ |
| 2026-01-01 | Dastoor Michael | Director | M-Exempt | A | Common Stock | 3,256 | 0.00 | — | 23,622 | D | ↗ |
| 2025-12-31 | Aghili Aziz | Director | M-Exempt | A | Deferred Stock | 4,260 | 0.00 | — | 0 | D | ↗ |
| 2025-11-17 | Wilson David J. | Director / Officer | A-Award | A | Common Stock | 396 | 0.00 | — | 198,353 | D | ↗ |
| 2025-11-17 | Williams Adrienne | Officer | A-Award | A | Common Stock | 48 | 0.00 | — | 18,382 | D | ↗ |
| 2025-11-17 | Rustowicz Gregory P | Officer | A-Award | A | Common Stock | 92 | 0.00 | — | 95,599 | D | ↗ |
| 2025-11-17 | Ramos Lara Mario Y. | Officer | A-Award | A | Common Stock | 48 | 0.00 | — | 33,367 | D | ↗ |
| 2025-11-17 | Paradowski Mark R | Officer | A-Award | A | Common Stock | 41 | 0.00 | — | 32,275 | D | ↗ |
| 2025-11-17 | Korman Alan S | Officer | A-Award | A | Common Stock | 67 | 0.00 | — | 51,480 | D | ↗ |
| 2025-11-17 | Dastoor Michael | Director | A-Award | A | Deferred Stock | 15 | 0.00 | — | 3,257 | D | ↗ |
| 2025-11-17 | Chintapalli Appal | Officer | A-Award | A | Common Stock | 65 | 0.00 | — | 37,852 | D | ↗ |
| 2025-11-17 | Bohl Kathryn V | Director | A-Award | A | Deferred Stock | 41 | 0.00 | — | 8,635 | D | ↗ |
| 2025-11-17 | Beliveau-Dunn Jeanne | Director | A-Award | A | Deferred Stock | 13 | 0.00 | — | 2,857 | D | ↗ |
| 2025-11-17 | Aghili Aziz | Director | A-Award | A | Deferred Stock | 41 | 0.00 | — | 8,635 | D | ↗ |
| 2025-11-17 | Adams Jon | Officer | A-Award | A | Common Stock | 47 | 0.00 | — | 14,804 | D | ↗ |
| 2025-11-17 | Abraham Chad R | Director | A-Award | A | Deferred Stock | 41 | 0.00 | — | 8,635 | D | ↗ |
| 2025-08-22 | Adams Jon | Officer | F-InKind | D | Common Stock | 481 | 14.70 | 7.1K | 14,757 | D | ↗ |
| 2025-08-18 | Wilson David J. | Director / Officer | A-Award | A | Common Stock | 401 | 0.00 | — | 197,957 | D | ↗ |
| 2025-08-18 | Williams Adrienne | Officer | A-Award | A | Common Stock | 49 | 0.00 | — | 18,334 | D | ↗ |
| 2025-08-18 | Rustowicz Gregory P | Officer | A-Award | A | Common Stock | 93 | 0.00 | — | 95,508 | D | ↗ |
| 2025-08-18 | Ramos Lara Mario Y. | Officer | A-Award | A | Common Stock | 49 | 0.00 | — | 33,319 | D | ↗ |
| 2025-08-18 | Paradowski Mark R | Officer | A-Award | A | Common Stock | 41 | 0.00 | — | 32,234 | D | ↗ |
| 2025-08-18 | Korman Alan S | Officer | A-Award | A | Common Stock | 68 | 0.00 | — | 51,413 | D | ↗ |
| 2025-08-18 | Dastoor Michael | Director | A-Award | A | Deferred Stock | 15 | 0.00 | — | 3,242 | D | ↗ |
| 2025-08-18 | Chintapalli Appal | Officer | A-Award | A | Common Stock | 66 | 0.00 | — | 37,787 | D | ↗ |
| 2025-08-18 | Bohl Kathryn V | Director | A-Award | A | Deferred Stock | 20 | 0.00 | — | 4,241 | D | ↗ |
| 2025-08-18 | Beliveau-Dunn Jeanne | Director | A-Award | A | Deferred Stock | 13 | 0.00 | — | 2,844 | D | ↗ |
| 2025-08-18 | Aghili Aziz | Director | A-Award | A | Deferred Stock | 15 | 0.00 | — | 3,242 | D | ↗ |
| 2025-08-18 | Adams Jon | Officer | A-Award | A | Common Stock | 55 | 0.00 | — | 15,238 | D | ↗ |
| 2025-08-18 | Abraham Chad R | Director | A-Award | A | Deferred Stock | 15 | 0.00 | — | 3,242 | D | ↗ |
| 2025-07-21 | Yeung Rebecca | Director | A-Award | A | Common Stock | 8,553 | 15.21 | 130.1K | 16,235 | D | ↗ |
| 2025-07-21 | STEPHENS CHRISTOPHER J | Director | A-Award | A | Common Stock | 8,553 | 15.21 | 130.1K | 19,567 | D | ↗ |
| 2025-07-21 | Dastoor Michael | Director | A-Award | A | Common Stock | 8,553 | 15.21 | 130.1K | 28,919 | D | ↗ |
| 2025-07-21 | COLELLA GERALD G | Director | A-Award | A | Common Stock | 8,553 | 15.21 | 130.1K | 19,346 | D | ↗ |
| 2025-07-21 | Bohl Kathryn V | Director | A-Award | A | Deferred Stock | 8,553 | 0.00 | — | 19,554 | D | ↗ |
| 2025-07-21 | Beliveau-Dunn Jeanne | Director | A-Award | A | Deferred Stock | 8,553 | 0.00 | — | 22,385 | D | ↗ |
| 2025-07-21 | Aghili Aziz | Director | A-Award | A | Deferred Stock | 8,553 | 0.00 | — | 19,554 | D | ↗ |
| 2025-07-21 | Abraham Chad R | Director | A-Award | A | Deferred Stock | 8,553 | 0.00 | — | 19,554 | D | ↗ |
| 2025-06-05 | Yeung Rebecca | Director | P-Purchase | A | Common Stock | 1,000 | 15.03 | 15.0K | 7,682 | D | ↗ |
| 2025-06-02 | Beliveau-Dunn Jeanne | Director | P-Purchase | A | Common Stock | 1,000 | 13.89 | 13.9K | 3,576 | D | ↗ |
| 2025-05-22 | Wilson David J. | Director / Officer | F-InKind | D | Common Stock | 4,796 | 16.39 | 78.6K | 197,556 | D | ↗ |
| 2025-05-22 | Williams Adrienne | Officer | F-InKind | D | Common Stock | 380 | 16.39 | 6.2K | 18,285 | D | ↗ |
| 2025-05-22 | Rustowicz Gregory P | Officer | F-InKind | D | Common Stock | 1,172 | 16.39 | 19.2K | 95,415 | D | ↗ |
| 2025-05-22 | Ramos Lara Mario Y. | Officer | F-InKind | D | Common Stock | 382 | 16.39 | 6.3K | 33,270 | D | ↗ |
| 2025-05-22 | Paradowski Mark R | Officer | F-InKind | D | Common Stock | 464 | 16.39 | 7.6K | 32,193 | D | ↗ |
| 2025-05-22 | Korman Alan S | Officer | F-InKind | D | Common Stock | 688 | 16.39 | 11.3K | 51,346 | D | ↗ |
| 2025-05-22 | Chintapalli Appal | Officer | F-InKind | D | Common Stock | 499 | 16.39 | 8.2K | 37,721 | D | ↗ |
| 2025-05-22 | Adams Jon | Officer | F-InKind | D | Common Stock | 272 | 16.39 | 4.5K | 15,183 | D | ↗ |
| 2025-05-20 | Wilson David J. | Director / Officer | F-InKind | D | Common Stock | 3,144 | 17.75 | 55.8K | 202,352 | D | ↗ |
| 2025-05-20 | Williams Adrienne | Officer | F-InKind | D | Common Stock | 238 | 17.75 | 4.2K | 18,665 | D | ↗ |
| 2025-05-20 | Rustowicz Gregory P | Officer | F-InKind | D | Common Stock | 722 | 17.75 | 12.8K | 96,587 | D | ↗ |
| 2025-05-20 | Ramos Lara Mario Y. | Officer | F-InKind | D | Common Stock | 238 | 17.75 | 4.2K | 33,652 | D | ↗ |
| 2025-05-20 | Paradowski Mark R | Officer | F-InKind | D | Common Stock | 338 | 17.75 | 6.0K | 32,657 | D | ↗ |
| 2025-05-20 | Korman Alan S | Officer | F-InKind | D | Common Stock | 424 | 17.75 | 7.5K | 52,034 | D | ↗ |
| 2025-05-20 | Chintapalli Appal | Officer | F-InKind | D | Common Stock | 324 | 17.75 | 5.8K | 38,220 | D | ↗ |
| 2025-05-20 | Adams Jon | Officer | — | — | Non-Qualified Stock Options (Right to Buy) | 4,622 | 45.34 | 209.6K | 0 | D | ↗ |
| 2025-05-19 | Wilson David J. | Director / Officer | A-Award | A | Common Stock | 58,016 | 0.00 | — | 205,496 | D | ↗ |
| 2025-05-19 | Williams Adrienne | Officer | A-Award | A | Non-Qualified Stock Options (Right to Buy) | 14,958 | 17.59 | 263.1K | 14,958 | D | ↗ |
| 2025-05-19 | Rustowicz Gregory P | Officer | A-Award | A | Common Stock | 13,324 | 0.00 | — | 97,308 | D | ↗ |
| 2025-05-19 | Ramos Lara Mario Y. | Officer | A-Award | A | Common Stock | 7,158 | 0.00 | — | 33,890 | D | ↗ |
| 2025-05-19 | Paradowski Mark R | Officer | A-Award | A | Non-Qualified Stock Options (Right to Buy) | 12,615 | 17.59 | 221.9K | 12,615 | D | ↗ |
| 2025-05-19 | Korman Alan S | Officer | A-Award | A | Non-Qualified Stock Options (Right to Buy) | 20,446 | 17.59 | 359.6K | 20,446 | D | ↗ |
| 2025-05-19 | Chintapalli Appal | Officer | A-Award | A | Non-Qualified Stock Options (Right to Buy) | 20,348 | 17.59 | 357.9K | 20,348 | D | ↗ |
| 2025-05-19 | Adams Jon | Officer | A-Award | A | Common Stock | 6,641 | 0.00 | — | 15,686 | D | ↗ |
| 2025-05-16 | Wilson David J. | Director / Officer | F-InKind | D | Common Stock | 4,120 | 17.68 | 72.8K | 137,620 | D | ↗ |
| 2025-05-16 | Williams Adrienne | Officer | F-InKind | D | Common Stock | 377 | 17.68 | 6.7K | 10,380 | D | ↗ |
| 2025-05-16 | Rustowicz Gregory P | Officer | A-Award | A | Common Stock | 2,520 | 17.68 | 44.6K | 83,984 | D | ↗ |
| 2025-05-16 | Ramos Lara Mario Y. | Officer | F-InKind | D | Common Stock | 414 | 17.68 | 7.3K | 25,218 | D | ↗ |
| 2025-05-16 | Paradowski Mark R | Officer | F-InKind | D | Common Stock | 484 | 17.68 | 8.6K | 25,943 | D | ↗ |
| 2025-05-16 | Korman Alan S | Officer | F-InKind | D | Common Stock | 725 | 17.68 | 12.8K | 40,594 | D | ↗ |
| 2025-05-16 | Chintapalli Appal | Officer | F-InKind | D | Common Stock | 455 | 17.68 | 8.0K | 27,099 | D | ↗ |
| 2025-05-16 | Brant Bert A. | Other | A-Award | A | Common Stock | 1,562 | 17.68 | 27.6K | 29,535 | D | ↗ |
| 2025-05-12 | Wilson David J. | Director / Officer | A-Award | A | Common Stock | 203 | 0.00 | — | 141,740 | D | ↗ |
| 2025-05-12 | Williams Adrienne | Officer | A-Award | A | Common Stock | 24 | 0.00 | — | 10,756 | D | ↗ |
| 2025-05-12 | Rustowicz Gregory P | Officer | A-Award | A | Common Stock | 49 | 0.00 | — | 82,565 | D | ↗ |
| 2025-05-12 | Ramos Lara Mario Y. | Officer | A-Award | A | Common Stock | 25 | 0.00 | — | 25,631 | D | ↗ |
| 2025-05-12 | Paradowski Mark R | Officer | A-Award | A | Common Stock | 21 | 0.00 | — | 26,426 | D | ↗ |
| 2025-05-12 | Korman Alan S | Officer | A-Award | A | Common Stock | 35 | 0.00 | — | 41,318 | D | ↗ |
| 2025-05-12 | Dastoor Michael | Director | A-Award | A | Deferred Stock | 12 | 0.00 | — | 3,226 | D | ↗ |
| 2025-05-12 | Chintapalli Appal | Officer | A-Award | A | Common Stock | 31 | 0.00 | — | 27,554 | D | ↗ |
| 2025-05-12 | Bohl Kathryn V | Director | A-Award | A | Deferred Stock | 16 | 0.00 | — | 4,221 | D | ↗ |
| 2025-05-12 | Beliveau-Dunn Jeanne | Director | A-Award | A | Deferred Stock | 12 | 0.00 | — | 3,226 | D | ↗ |
| 2025-05-12 | Aghili Aziz | Director | A-Award | A | Deferred Stock | 12 | 0.00 | — | 3,226 | D | ↗ |
| 2025-05-12 | Adams Jon | Officer | A-Award | A | Common Stock | 24 | 0.00 | — | 9,045 | D | ↗ |
| 2025-05-12 | Abraham Chad R | Director | A-Award | A | Deferred Stock | 14 | 0.00 | — | 3,554 | D | ↗ |
| 2025-03-19 | Bohl Kathryn V | Director | P-Purchase | A | Common Stock | 2,819 | 17.99 | 50.7K | 14,812 | D | ↗ |
| 2025-03-14 | Beliveau-Dunn Jeanne | Director | P-Purchase | A | Common Stock | 160 | 18.34 | 2.9K | 2,576 | D | ↗ |
| 2025-03-06 | Chintapalli Appal | Officer | P-Purchase | A | Common Stock | 6,000 | 16.96 | 101.8K | 27,523 | D | ↗ |
| 2025-03-03 | Abraham Chad R | Director | P-Purchase | A | Common Stock | 5,000 | 16.04 | 80.2K | 10,000 | D | ↗ |
| 2025-02-28 | Brant Bert A. | Officer | F-InKind | D | Common Stock | 3,851 | 17.47 | 67.3K | 28,242 | D | ↗ |
| 2025-02-21 | Dastoor Michael | Director | P-Purchase | A | Common Stock | 10,000 | 19.21 | 192.1K | 20,366 | D | ↗ |
| 2025-02-18 | Wilson David J. | Director / Officer | A-Award | A | Common Stock | 179 | 0.00 | — | 141,537 | D | ↗ |
| 2025-02-18 | Williams Adrienne | Officer | A-Award | A | Common Stock | 22 | 0.00 | — | 10,732 | D | ↗ |
| 2025-02-18 | Rustowicz Gregory P | Officer | A-Award | A | Common Stock | 43 | 0.00 | — | 82,516 | D | ↗ |
| 2025-02-18 | Ramos Lara Mario Y. | Officer | A-Award | A | Common Stock | 22 | 0.00 | — | 25,607 | D | ↗ |
| 2025-02-18 | Paradowski Mark R | Officer | A-Award | A | Common Stock | 19 | 0.00 | — | 26,406 | D | ↗ |
| 2025-02-18 | Korman Alan S | Officer | A-Award | A | Common Stock | 31 | 0.00 | — | 41,284 | D | ↗ |
| 2025-02-18 | Dastoor Michael | Director | A-Award | A | Deferred Stock | 11 | 0.00 | — | 3,214 | D | ↗ |
| 2025-02-18 | Chintapalli Appal | Officer | A-Award | A | Common Stock | 27 | 0.00 | — | 21,523 | D | ↗ |
| 2025-02-18 | Brant Bert A. | Officer | A-Award | A | Common Stock | 28 | 0.00 | — | 32,093 | D | ↗ |
| 2025-02-18 | Bohl Kathryn V | Director | A-Award | A | Deferred Stock | 14 | 0.00 | — | 4,205 | D | ↗ |
| 2025-02-18 | Beliveau-Dunn Jeanne | Director | A-Award | A | Deferred Stock | 11 | 0.00 | — | 3,214 | D | ↗ |
| 2025-02-18 | Aghili Aziz | Director | A-Award | A | Deferred Stock | 11 | 0.00 | — | 3,214 | D | ↗ |
| 2025-02-18 | Adams Jon | Officer | A-Award | A | Common Stock | 21 | 0.00 | — | 9,021 | D | ↗ |
| 2025-02-18 | Abraham Chad R | Director | A-Award | A | Deferred Stock | 11 | 0.00 | — | 3,214 | D | ↗ |
| 2025-02-14 | Wilson David J. | Director / Officer | P-Purchase | A | Common Stock | 10,857 | 20.50 | 222.6K | 141,358 | D | ↗ |
| 2025-02-13 | STEPHENS CHRISTOPHER J | Director | P-Purchase | A | Common Stock | 5,000 | 20.27 | 101.4K | 11,014 | D | ↗ |
| 2025-02-13 | COLELLA GERARD G | Director | P-Purchase | A | Common Stock | 5,500 | 20.47 | 112.6K | 5,500 | I | ↗ |
| 2025-01-22 | Adams Jon | Officer | F-InKind | D | Common Stock | 249 | 37.48 | 9.3K | 9,000 | D | ↗ |
| 2024-11-18 | Wilson David J. | Director / Officer | A-Award | A | Common Stock | 99 | 0.00 | — | 130,501 | D | ↗ |
| 2024-11-18 | Williams Adrienne | Officer | A-Award | A | Common Stock | 12 | 0.00 | — | 10,711 | D | ↗ |
| 2024-11-18 | Rustowicz Gregory P | Officer | A-Award | A | Common Stock | 24 | 0.00 | — | 82,473 | D | ↗ |
| 2024-11-18 | Roedel Kathryn V | Director | A-Award | A | Deferred Stock | 7 | 0.00 | — | 3,528 | D | ↗ |
| 2024-11-18 | Ramos Lara Mario Y. | Officer | A-Award | A | Common Stock | 12 | 0.00 | — | 25,585 | D | ↗ |
| 2024-11-18 | Paradowski Mark R | Officer | A-Award | A | Common Stock | 10 | 0.00 | — | 26,387 | D | ↗ |
| 2024-11-18 | Korman Alan S | Officer | A-Award | A | Common Stock | 17 | 0.00 | — | 41,253 | D | ↗ |
| 2024-11-18 | Dastoor Michael | Director | A-Award | A | Deferred Stock | 6 | 0.00 | — | 3,203 | D | ↗ |
| 2024-11-18 | Chintapalli Appal | Officer | A-Award | A | Common Stock | 15 | 0.00 | — | 21,496 | D | ↗ |
| 2024-11-18 | Brant Bert A. | Officer | A-Award | A | Common Stock | 16 | 0.00 | — | 32,064 | D | ↗ |
| 2024-11-18 | Beliveau-Dunn Jeanne | Director | A-Award | A | Deferred Stock | 5 | 0.00 | — | 2,810 | D | ↗ |
| 2024-11-18 | Aghili Aziz | Director | A-Award | A | Deferred Stock | 7 | 0.00 | — | 3,528 | D | ↗ |
| 2024-11-18 | Adams Jon | Officer | A-Award | A | Common Stock | 13 | 0.00 | — | 9,249 | D | ↗ |
| 2024-11-18 | Abraham Chad R | Director | A-Award | A | Deferred Stock | 8 | 0.00 | — | 4,191 | D | ↗ |
| 2024-11-14 | STEPHENS CHRISTOPHER J | Director | P-Purchase | A | Common Stock | 1,000 | 37.34 | 37.3K | 6,014 | D | ↗ |
| 2024-11-01 | Wilson David J. | Director / Officer | P-Purchase | A | Common Stock | 10,300 | 31.85 | 328.1K | 10,300 | I | ↗ |
| 2024-09-23 | Adams Jon | Officer | — | — | Common Stock | 0 | 0.00 | — | 9,236 | D | ↗ |
| 2024-09-20 | Schadeberg Terry | Officer | F-InKind | D | Common Stock | 2,405 | 32.64 | 78.5K | 16,235 | D | ↗ |
| 2024-08-19 | Wilson David J. | Director / Officer | A-Award | A | Common Stock | 111 | 0.00 | — | 130,402 | — | ↗ |
| 2024-08-19 | Williams Adrienne | Officer | A-Award | A | Common Stock | 13 | 0.00 | — | 10,699 | — | ↗ |
| 2024-08-19 | Schadeberg Terry | Officer | A-Award | A | Common Stock | 20 | 0.00 | — | 18,640 | — | ↗ |
| 2024-08-19 | Rustowicz Gregory P | Officer | A-Award | A | Common Stock | 27 | 0.00 | — | 82,449 | — | ↗ |
| 2024-08-19 | Roedel Kathryn V | Director | A-Award | A | Deferred Stock | 7 | 0.00 | — | 3,197 | — | ↗ |
| 2024-08-19 | Ramos Lara Mario Y. | Officer | A-Award | A | Common Stock | 14 | 0.00 | — | 25,573 | — | ↗ |
| 2024-08-19 | Paradowski Mark R | Officer | A-Award | A | Common Stock | 11 | 0.00 | — | 26,372 | — | ↗ |
| 2024-08-19 | Korman Alan S | Officer | A-Award | A | Common Stock | 19 | 0.00 | — | 41,236 | — | ↗ |
| 2024-08-19 | Dastoor Michael | Director | A-Award | A | Deferred Stock | 7 | 0.00 | — | 3,197 | — | ↗ |
| 2024-08-19 | Chintapalli Appal | Officer | A-Award | A | Common Stock | 17 | 0.00 | — | 21,481 | — | ↗ |
| 2024-08-19 | Brant Bert A. | Officer | A-Award | A | Common Stock | 18 | 0.00 | — | 32,049 | — | ↗ |
| 2024-08-19 | Beliveau-Dunn Jeanne | Director | A-Award | A | Deferred Stock | 6 | 0.00 | — | 2,805 | — | ↗ |
| 2024-08-19 | Aghili Aziz | Director | A-Award | A | Deferred Stock | 7 | 0.00 | — | 3,197 | — | ↗ |
| 2024-08-19 | Abraham Chad R | Director | A-Award | A | Deferred Stock | 9 | 0.00 | — | 4,183 | — | ↗ |
| 2024-07-22 | Yeung Rebecca | Director | A-Award | A | Common Stock | 3,514 | 37.00 | 130.0K | 6,682 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2023 | David J. Wilson, President and Chief Executive Officer | 850.0K | 200.0K | 1.82M | 991.7K | 882.6K | 239.8K | 4.99M | 56.45% | ↗ |
| 2 | 2023 | Terrance J. Schadeberg President, Americas | 425.0K | — | 338.8K | 1.18M | 264.8K | 24.8K | 2.24M | 68.06% | ↗ |
| 3 | 2023 | Gregory P. Rustowicz Ex. Vice President, Finance and Chief Financial Officer | 475.0K | 200.0K | 466.1K | 253.3K | 345.3K | 135.9K | 1.88M | 38.36% | ↗ |
| 4 | 2023 | Alan S. Korman Sr. Vice President, Corp. Development, General Counsel and Secretary | 425.0K | — | 338.8K | 184.2K | 242.7K | 27.9K | 1.22M | 42.92% | ↗ |
| 5 | 2023 | Bert A. Brant Sr. Vice President, Global Operations | 400.0K | — | 318.9K | 173.3K | 217.4K | 47.7K | 1.16M | 42.53% | ↗ |
| 6 | 2022 | David J. Wilson, President and Chief Executive Officer | 787.5K | — | 1.57M | 787.5K | 863.7K | 62.3K | 4.08M | 57.96% | ↗ |
| 7 | 2022 | Gregory P. Rustowicz Ex. Vice President, Finance and Chief Financial Officer | 450.0K | — | 573.3K | 286.7K | 345.5K | 38.3K | 1.69M | 50.77% | ↗ |
| 8 | 2022 | Gregory P. Rustowicz Sr. Vice President Finance, Chief Financial Officer and Treasurer | 450.0K | — | 573.3K | 286.7K | 345.5K | 38.3K | 1.69M | 50.77% | ↗ |
| 9 | 2022 | Bert A. Brant Sr. Vice President, Global Operations | 375.0K | — | 399.8K | 199.9K | 226.2K | 58.3K | 1.26M | 47.63% | ↗ |
| 10 | 2022 | Bert A. Brant Sr. Vice President Global Manufacturing Operations | 375.0K | — | 399.8K | 199.9K | 226.2K | 58.3K | 1.26M | 47.63% | ↗ |
| 11 | 2022 | Kurt F. Wozniak President Industrial Products Group | 375.0K | — | 409.3K | 204.6K | 246.8K | 26.3K | 1.24M | 49.64% | ↗ |
| 12 | 2022 | Alan S. Korman Sr. Vice President, Corp. Development, General Counsel and Secretary | 375.0K | — | 399.2K | 199.6K | 226.2K | 15.7K | 1.22M | 49.25% | ↗ |
| 13 | 2022 | Alan S. Korman Sr. Vice President Corp. Development, General Counsel and Secretary | 375.0K | — | 399.2K | 199.6K | 226.2K | 15.2K | 1.22M | 49.27% | ↗ |
| 14 | 2021 | David J. Wilson, President and Chief Executive Officer | 625.0K | 375.0K | 2.94M | 600.0K | 685.7K | 343.9K | 5.57M | 63.58% | ↗ |
| 15 | 2021 | Gregory P. Rustowicz Ex. Vice President, Finance and Chief Financial Officer | 415.4K | 150.0K | 493.5K | 166.2K | 246.8K | 39.8K | 1.51M | 43.64% | ↗ |
| 16 | 2021 | Gregory P. Rustowicz Sr. Vice President Finance, Chief Financial Officer and Treasurer | 415.4K | 150.0K | 493.5K | 166.2K | 246.8K | 39.8K | 1.51M | 43.64% | ↗ |
| 17 | 2021 | Gregory P. Rustowicz Vice President Finance and Chief Financial Officer | 415.4K | 150.0K | 493.5K | 166.2K | 246.8K | 39.8K | 1.51M | 43.64% | ↗ |
| 18 | 2021 | Alan S. Korman Vice President Corporate Development General Counsel & CHRO | 358.0K | 100.0K | 375.9K | 107.4K | 180.0K | 11.1K | 1.13M | 42.68% | ↗ |
| 19 | 2021 | Alan S. Korman Sr. Vice President, Corp. Development, General Counsel and Secretary | 358.0K | 100.0K | 375.9K | 107.4K | 180.0K | 11.1K | 1.13M | 42.68% | ↗ |
| 20 | 2021 | Alan S. Korman Sr. Vice President Corp. Development, General Counsel and Secretary | 358.0K | 100.0K | 375.9K | 107.4K | 180.0K | 11.1K | 1.13M | 42.68% | ↗ |
| 21 | 2021 | Peter M. McCormick Vice President—Crane Solutions | 373.3K | 110.0K | 248.9K | 124.4K | 167.8K | 15.8K | 1.04M | 35.89% | ↗ |
| 22 | 2021 | Kurt F. Wozniak Vice President—Industrial Products | 355.1K | 105.0K | 236.8K | 118.4K | 136.0K | 40.8K | 992.1K | 35.80% | ↗ |
| 23 | 2021 | Kurt F. Wozniak President Industrial Products Group | 355.1K | 105.0K | 236.8K | 118.4K | 136.0K | 40.8K | 992.1K | 35.80% | ↗ |
| 24 | 2021 | Richard H. Fleming Chairman of the Board and Interim President and Chief Executive Officer | 143.8K | — | 254.1K | — | — | 51.00 | 397.9K | 63.86% | ↗ |
| 25 | 2020 | Mark D. Morelli, President and Chief Executive Officer | 730.3K | — | 1.27M | 633.3K | — | 17.2K | 2.65M | 71.77% | ↗ |
| 26 | 2020 | Gregory P. Rustowicz Vice President Finance and Chief Financial Officer | 415.4K | — | 482.4K | 166.2K | 375.6K | 21.5K | 1.46M | 44.39% | ↗ |
| 27 | 2020 | Gregory P. Rustowicz Sr. Vice President Finance, Chief Financial Officer and Treasurer | 415.4K | — | 482.4K | 166.2K | 375.6K | 21.5K | 1.46M | 44.39% | ↗ |
| 28 | 2020 | Kurt F. Wozniak President Industrial Products Group | 355.1K | — | 391.7K | 118.4K | 240.5K | 72.7K | 1.18M | 43.29% | ↗ |
| 29 | 2020 | Kurt F. Wozniak Vice President—Industrial Products | 355.1K | — | 391.7K | 118.4K | 240.5K | 72.7K | 1.18M | 43.29% | ↗ |
| 30 | 2020 | Alan S. Korman Sr. Vice President Corp. Development, General Counsel and Secretary | 358.0K | — | 364.8K | 107.4K | 273.9K | 12.3K | 1.12M | 42.30% | ↗ |
| 31 | 2020 | Alan S. Korman Vice President Corporate Development General Counsel & CHRO | 358.0K | — | 364.8K | 107.4K | 273.9K | 12.3K | 1.12M | 42.30% | ↗ |
| 32 | 2020 | Alan S. Korman Vice President, Corporate Development, General Counsel & CHRO | 358.0K | — | 364.8K | 107.4K | 273.9K | 12.3K | 1.12M | 42.30% | ↗ |
| 33 | 2020 | Peter M. McCormick Vice President—Crane Solutions | 374.5K | — | 358.9K | 124.4K | 231.7K | 24.8K | 1.11M | 43.37% | ↗ |
| 34 | 2020 | Richard H. Fleming Chairman of the Board and Interim President and Chief Executive Officer | 92.7K | — | — | — | — | — | 92.7K | 0.00% | ↗ |
| 35 | 2019 | Mark D. Morelli, President and CEO | 715.5K | — | 954.0K | 477.0K | 1.43M | 22.1K | 3.60M | 39.75% | ↗ |
| 36 | 2019 | Mark D. Morelli, President and Chief Executive Officer | 715.5K | — | 954.0K | 477.0K | 1.43M | 22.1K | 3.60M | 39.75% | ↗ |
| 37 | 2019 | Gregory P. Rustowicz Vice President Finance and Chief Financial Officer | 403.3K | — | 322.6K | 161.3K | 471.9K | 23.4K | 1.38M | 35.01% | ↗ |
| 38 | 2019 | Peter M. McCormick Vice President—Crane Solutions | 366.0K | — | 219.6K | 109.8K | 340.4K | 40.8K | 1.08M | 30.60% | ↗ |
| 39 | 2019 | Peter M. McCormick Vice President - Crane Solutions | 366.0K | — | 219.6K | 109.8K | 340.4K | 40.8K | 1.08M | 30.60% | ↗ |
| 40 | 2019 | Kurt F. Wozniak Vice President—Industrial Products | 338.2K | — | 202.9K | 101.5K | 372.0K | 30.0K | 1.04M | 29.14% | ↗ |
| 41 | 2019 | Kurt F. Wozniak Vice President - Industrial Products | 338.2K | — | 202.9K | 101.5K | 372.0K | 30.0K | 1.04M | 29.14% | ↗ |
| 42 | 2019 | Alan S. Korman Vice President Corporate Development General Counsel & CHRO | 340.9K | — | 204.5K | 102.3K | 365.6K | 9.2K | 1.02M | 30.00% | ↗ |
| 43 | 2019 | Alan S. Korman Vice President, Corporate Development, General Counsel & CHRO | 340.9K | — | 204.5K | 102.3K | 365.6K | 9.2K | 1.02M | 30.00% | ↗ |
| 44 | 2018 | Mark D. Morelli, President and Chief Executive Officer | 675.0K | — | 787.5K | 393.7K | 1.33M | 20.3K | 3.20M | 36.88% | ↗ |
| 45 | 2018 | Mark D. Morelli, President and CEO | 675.0K | — | 787.5K | 393.7K | 1.33M | 20.3K | 3.20M | 36.88% | ↗ |
| 46 | 2018 | Peter M. McCormick Vice President—Crane Solutions | 366.0K | — | 443.7K | 121.9K | 359.6K | 12.5K | 1.30M | 43.38% | ↗ |
| 47 | 2018 | Peter M. McCormick Vice President - Crane Solutions | 366.0K | — | 443.7K | 121.9K | 359.6K | 12.5K | 1.30M | 43.38% | ↗ |
| 48 | 2018 | Peter M. McCormick Vice President- Crane Solutions | 366.0K | — | 443.7K | 121.9K | 359.6K | 12.5K | 1.30M | 43.38% | ↗ |
| 49 | 2018 | Gregory P. Rustowicz Vice President Finance and Chief Financial Officer | 373.4K | — | 298.8K | 149.4K | 366.9K | 18.7K | 1.21M | 37.12% | ↗ |
| 50 | 2018 | Alan S. Korman Vice President, Corporate Development, General Counsel & CHRO | 309.9K | — | 386.0K | 93.0K | 304.5K | 10.3K | 1.10M | 43.40% | ↗ |
| 51 | 2018 | Kurt F. Wozniak Vice President - Industrial Products | 319.1K | — | 182.3K | 91.2K | 313.5K | 44.3K | 950.3K | 28.78% | ↗ |
| 52 | 2018 | Kurt F. Wozniak Vice President—Industrial Products | 319.1K | — | 182.3K | 91.2K | 313.5K | 44.3K | 950.3K | 28.78% | ↗ |
| 53 | 2017 | Timothy T. Tevens, Former President and CEO | 732.8K | 256.00 | 871.6K | 425.8K | 387.0K | 37.8K | 2.46M | 52.84% | ↗ |
| 54 | 2017 | Mark D. Morelli, President and CEO | 49.3K | — | 577.9K | 600.0K | 31.4K | — | 1.26M | 93.59% | ↗ |
| 55 | 2017 | Peter M. McCormick Vice President- Crane Solutions | 406.2K | — | 207.8K | 101.6K | 325.0K | 2.8K | 1.04M | 29.65% | ↗ |
| 56 | 2017 | Peter M. McCormick Vice President - Crane Solutions | 406.2K | — | 207.8K | 101.6K | 325.0K | 2.8K | 1.04M | 29.65% | ↗ |
| 57 | 2017 | Gregory P. Rustowicz Vice President Finance and Chief Financial Officer | 349.8K | — | 285.3K | 139.4K | 92.4K | 20.9K | 887.9K | 47.83% | ↗ |
| 58 | 2017 | Gregory P. Rustowicz, Vice President Finance and Chief Financial Officer | 349.8K | 51.00 | 285.3K | 139.4K | 92.4K | 20.9K | 887.9K | 47.83% | ↗ |
| 59 | 2017 | Gene P. Buer, Vice President Solutions Group | 305.7K | — | 187.0K | 91.4K | 80.7K | 54.4K | 719.2K | 38.70% | ↗ |
| 60 | 2017 | Alan S. Korman Vice President, Corporate Development, General Counsel & CHRO | 297.5K | — | 182.6K | 89.2K | 78.9K | 5.3K | 653.6K | 41.60% | ↗ |
| 61 | 2017 | Ivo Celi, Vice President - EMEA | 286.2K | — | 182.8K | 89.3K | 75.9K | 12.1K | 646.4K | 42.11% | ↗ |
| 62 | 2017 | Kurt F. Wozniak, Vice President - Americas | 295.6K | — | 180.8K | 88.3K | 78.1K | 21.4K | 618.3K | 43.53% | ↗ |
| 63 | 2017 | Kurt F. Wozniak Vice President - Industrial Products | 295.6K | — | 180.8K | 88.3K | 78.1K | 21.4K | 618.3K | 43.53% | ↗ |
| 64 | 2016 | Timothy T. Tevens, Former President and CEO | 724.0K | — | 846.3K | 419.1K | 143.7K | 33.0K | 2.17M | 58.42% | ↗ |
| 65 | 2016 | Timothy T. Tevens, President and CEO | 724.0K | — | 846.3K | 419.1K | 143.7K | 33.0K | 2.17M | 58.42% | ↗ |
| 66 | 2016 | Peter M. McCormick Vice President- Crane Solutions | 406.2K | — | 1.43M | — | — | 7.7K | 1.84M | 77.50% | ↗ |
| 67 | 2016 | Gregory P. Rustowicz Vice President Finance and Chief Financial Officer | 337.7K | — | 203.0K | 100.5K | 31.8K | 14.0K | 686.1K | 44.23% | ↗ |
| 68 | 2016 | Gregory P. Rustowicz, Vice President Finance and Chief Financial Officer | 337.7K | — | 203.0K | 100.5K | 31.8K | 14.0K | 686.1K | 44.23% | ↗ |
| 69 | 2016 | Gene P. Buer, Vice President Solutions Group | 301.0K | — | 180.9K | 89.6K | 13.4K | 64.0K | 648.9K | 41.69% | ↗ |
| 70 | 2016 | Ivo Celi, Vice President - EMEA | 289.1K | — | 173.2K | 85.8K | 39.6K | 10.3K | 597.9K | 43.31% | ↗ |
| 71 | 2016 | Kurt F. Wozniak, Vice President - Americas | 288.2K | — | 173.2K | 85.8K | 24.2K | 22.6K | 591.4K | 43.80% | ↗ |
| 72 | 2016 | Kurt F. Wozniak Vice President - Industrial Products | 288.2K | — | 173.2K | 85.8K | 24.2K | 22.6K | 591.4K | 43.80% | ↗ |
| 73 | 2016 | Alan S. Korman Vice President, Corporate Development, General Counsel & CHRO | 288.8K | — | 97.2K | 48.1K | 26.0K | 5.6K | 465.6K | 31.20% | ↗ |
| 74 | 2015 | Timothy T. Tevens, President and CEO | 700.2K | — | 833.5K | 416.6K | 453.4K | 259.4K | 2.66M | 46.94% | ↗ |
| 75 | 2015 | Timothy T. Tevens, Former President and CEO | 700.2K | — | 833.5K | 416.6K | 453.4K | 259.4K | 2.66M | 46.94% | ↗ |
| 76 | 2015 | Gregory P. Rustowicz, Vice President Finance and Chief Financial Officer | 326.3K | — | 199.7K | 99.8K | 132.2K | 15.3K | 773.3K | 38.74% | ↗ |
| 77 | 2015 | Gene P. Buer, Vice President Solutions Group | 291.1K | — | 178.2K | 89.1K | 72.5K | 129.4K | 760.3K | 35.15% | ↗ |
| 78 | 2015 | Gene P. Buer, Vice President Global Services & Vertical Markets | 291.1K | — | 178.2K | 89.1K | 72.5K | 129.4K | 760.3K | 35.15% | ↗ |
| 79 | 2015 | Kurt F. Wozniak, Vice President - Americas | 261.0K | 161.00 | 159.8K | 79.9K | 80.4K | 89.5K | 670.7K | 35.73% | ↗ |
| 80 | 2015 | Ivo Celi, Vice President - EMEA | 276.3K | — | 186.4K | 93.2K | 69.1K | 9.0K | 633.8K | 44.10% | ↗ |
| 81 | 2014 | Timothy T. Tevens, President and CEO | 679.8K | — | 802.8K | 401.3K | 426.9K | 60.8K | 2.37M | 50.77% | ↗ |
| 82 | 2014 | Eric Woon, Vice President - APAC | 263.4K | — | 89.3K | 44.6K | 115.0K | 200.6K | 713.0K | 18.78% | ↗ |
| 83 | 2014 | Gregory P. Rustowicz, Vice President Finance and Chief Financial Officer | 301.2K | — | 182.9K | 91.4K | 116.7K | 12.6K | 704.8K | 38.92% | ↗ |
| 84 | 2014 | Gene P. Buer, Vice President Solutions Group | 275.1K | — | 167.1K | 83.5K | 122.3K | 53.5K | 701.4K | 35.72% | ↗ |
| 85 | 2014 | Gene P. Buer, Vice President North America and Global Vertical Markets | 275.1K | — | 167.1K | 83.5K | 122.3K | 53.5K | 701.4K | 35.72% | ↗ |
| 86 | 2014 | Gene P. Buer, Vice President Global Services & Vertical Markets | 275.1K | — | 167.1K | 83.5K | 122.3K | 53.5K | 701.4K | 35.72% | ↗ |
| 87 | 2014 | Ivo Celi, Vice President - EMEA | 287.1K | — | 163.2K | 81.6K | 69.6K | 45.8K | 647.4K | 37.81% | ↗ |
| 88 | 2013 | Timothy T. Tevens, President and CEO | 657.5K | — | 717.4K | 358.9K | 559.1K | 124.3K | 2.42M | 44.53% | ↗ |
| 89 | 2013 | Gregory P. Rustowicz, Vice President Finance and Chief Financial Officer | 285.0K | — | 160.0K | 80.0K | 174.7K | 325.4K | 1.03M | 23.41% | ↗ |
| 90 | 2013 | Eric Woon, Vice President - APAC | 258.7K | — | 73.9K | 37.0K | 157.5K | 226.1K | 753.1K | 14.72% | ↗ |
| 91 | 2013 | Gene P. Buer, Vice President Global Services & Vertical Markets | 266.0K | — | 149.3K | 74.7K | 130.9K | 101.9K | 722.7K | 30.99% | ↗ |
| 92 | 2013 | Gene P. Buer, Vice President North America and Global Vertical Markets | 266.0K | — | 149.3K | 74.7K | 130.9K | 101.9K | 722.7K | 30.99% | ↗ |
| 93 | 2013 | Ivo Celi Vice President- EMEA | 254.9K | — | 150.5K | 75.3K | 64.4K | 35.0K | 580.1K | 38.93% | ↗ |
| 94 | 2013 | Ivo Celi, Vice President - EMEA | 254.9K | — | 150.5K | 75.3K | 64.4K | 35.0K | 580.1K | 38.93% | ↗ |
| 95 | 2012 | Timothy T. Tevens, President and CEO | 637.4K | 203.00 | 884.9K | 329.5K | 452.1K | 187.0K | 2.49M | 48.75% | ↗ |
| 96 | 2012 | Karen L. Howard, Vice President – Strategic Initiatives | 295.1K | — | 210.7K | 78.5K | 109.4K | 126.4K | 820.1K | 35.26% | ↗ |
| 97 | 2012 | Gene P. Buer, Vice President – Americas | 251.0K | — | 179.2K | 66.7K | 85.9K | 83.1K | 665.8K | 36.93% | ↗ |
| 98 | 2012 | Gene P. Buer, Vice President North America and Global Vertical Markets | 251.0K | — | 179.2K | 66.7K | 85.9K | 83.1K | 665.8K | 36.93% | ↗ |
| 99 | 2012 | Ivo Celi Vice President- EMEA | 255.6K | — | 177.2K | 66.0K | 118.2K | 21.7K | 638.8K | 38.07% | ↗ |
| 100 | 2012 | Ivo Celi, Vice President - EMEA | 255.6K | — | 177.2K | 66.0K | 118.2K | 21.7K | 638.8K | 38.07% | ↗ |
| 101 | 2012 | Charles R. Giesige, Vice President – Corporate Development | 222.9K | 51.00 | 159.1K | 59.3K | 94.5K | 63.0K | 598.8K | 36.47% | ↗ |
| 102 | 2012 | Gregory P. Rustowicz, Vice President Finance and Chief Financial Officer | 169.2K | — | 78.6K | 42.4K | 85.8K | 67.0K | 443.0K | 27.30% | ↗ |
| 103 | 2011 | Timothy T. Tevens, President and Chief Executive Officer | 607.3K | — | 1.15M | 317.6K | 270.0K | 79.5K | 2.43M | 60.57% | ↗ |
| 104 | 2011 | Timothy T. Tevens, President and CEO | 607.3K | — | 1.15M | 317.6K | 270.0K | 79.5K | 2.43M | 60.57% | ↗ |
| 105 | 2011 | Karen L. Howard, Vice President – Finance and Chief Financial Officer | 289.2K | 152.00 | 203.2K | 77.8K | 85.9K | 58.9K | 715.0K | 39.29% | ↗ |
| 106 | 2011 | Karen L. Howard, Vice President – Strategic Initiatives | 289.2K | 152.00 | 203.2K | 77.8K | 85.9K | 58.9K | 715.0K | 39.29% | ↗ |
| 107 | 2011 | Gene P. Buer, Vice President – Americas | 230.9K | 51.00 | 253.4K | 62.1K | 45.2K | 36.0K | 627.7K | 50.27% | ↗ |
| 108 | 2011 | Gene P. Buer, Vice President North America and Global Vertical Markets | 230.9K | 51.00 | 253.4K | 62.1K | 45.2K | 36.0K | 627.7K | 50.27% | ↗ |
| 109 | 2011 | Gene P. Buer, Vice President Hoist and Rigging – Americas | 230.9K | 51.00 | 253.4K | 62.1K | 45.2K | 36.0K | 627.7K | 50.27% | ↗ |
| 110 | 2011 | Charles R. Giesige, Vice President – Corporate Development | 222.9K | — | 156.6K | 59.9K | 24.7K | 31.9K | 495.9K | 43.66% | ↗ |
| 111 | 2011 | Ivo Celi Vice President- EMEA | 234.1K | — | 87.8K | 33.6K | 125.8K | 12.9K | 494.1K | 24.57% | ↗ |
| 112 | 2011 | Ivo Celi, Managing Director - EMEA | 234.1K | — | 87.8K | 33.6K | 125.8K | 12.9K | 494.1K | 24.57% | ↗ |
| 113 | 2011 | Ivo Celi, Vice President - EMEA | 234.1K | — | 87.8K | 33.6K | 125.8K | 12.9K | 494.1K | 24.57% | ↗ |
| 114 | 2010 | Timothy T. Tevens, President and CEO | 574.8K | — | 870.2K | 319.8K | 410.3K | 116.8K | 2.29M | 51.93% | ↗ |
| 115 | 2010 | Timothy T. Tevens, President and Chief Executive Officer | 574.8K | — | 870.2K | 319.8K | 410.3K | 116.8K | 2.29M | 51.93% | ↗ |
| 116 | 2010 | Wolfgang Wegener, Vice President and Managing Director – Europe | 369.8K | — | 78.4K | 28.8K | 272.1K | 691.6K | 1.44M | 7.44% | ↗ |
| 117 | 2010 | Karen L. Howard, Vice President – Strategic Initiatives | 273.7K | — | 213.1K | 78.3K | 136.5K | 85.6K | 787.3K | 37.02% | ↗ |
| 118 | 2010 | Karen L. Howard, Vice President – Finance and Chief Financial Officer | 273.7K | — | 213.1K | 78.3K | 136.5K | 85.6K | 787.3K | 37.02% | ↗ |
| 119 | 2010 | Columbus McKinnon Gene P. Buer, Vice President Hoist Products – the Americas | 190.0K | — | 148.0K | 54.4K | 112.0K | 98.3K | 602.7K | 33.57% | ↗ |
| 120 | 2010 | Gene P. Buer, Vice President Hoist and Rigging – Americas | 190.0K | — | 148.0K | 54.4K | 112.0K | 98.3K | 602.7K | 33.57% | ↗ |
| 121 | 2010 | Gene P. Buer, Vice President – Americas | 190.0K | — | 148.0K | 54.4K | 112.0K | 98.3K | 602.7K | 33.57% | ↗ |
| 122 | 2010 | Charles R. Giesige, Vice President Rigging Products – the Americas | 210.9K | — | 164.2K | 60.4K | 95.1K | 30.8K | 561.4K | 40.01% | ↗ |
| 123 | 2010 | Charles R. Giesige, Vice President – Corporate Development | 210.9K | — | 164.2K | 60.4K | 95.1K | 30.8K | 561.4K | 40.01% | ↗ |
| 124 | 2009 | Timothy T. Tevens, President and Chief Executive Officer | 603.0K | — | 542.0K | 313.1K | 82.8K | 19.4K | 1.56M | 54.80% | ↗ |
| 125 | 2009 | Wolfgang Wegener, Vice President and Managing Director – Europe | 379.1K | — | 97.8K | 55.2K | 29.2K | 214.0K | 775.3K | 19.74% | ↗ |
| 126 | 2009 | Wolfgang Wegener, Vice President and Managing Director - Columbus McKinnon Europe | 379.1K | — | 33.7K | 6.8K | 29.2K | 24.3K | 662.8K | 6.12% | ↗ |
| 127 | 2009 | Karen L. Howard, Vice President – Finance and Chief Financial Officer | 287.2K | — | 207.1K | 119.9K | 26.3K | 8.6K | 651.0K | 50.22% | ↗ |
| 128 | 2009 | Richard A. Steinberg, Vice President - Human Resources | 177.7K | — | 26.7K | 133.4K | 14.6K | 29.1K | 374.9K | 42.70% | ↗ |
| 129 | 2009 | Derwin R. Gilbreath, Former Vice President and Chief Operating Officer | 260.0K | — | — | 15.2K | 26.8K | 201.0K | 374.0K | 4.08% | ↗ |
| 130 | 2009 | Joseph J. Owen, Vice President - Supply Chain Management | 223.6K | — | 33.8K | 9.3K | 22.3K | 669.4K | 303.3K | 14.18% | ↗ |
| 131 | 2008 | Timothy T. Tevens, President and Chief Executive Officer | 575.0K | — | 269.3K | — | 358.0K | 25.7K | 1.23M | 21.93% | ↗ |
| 132 | 2008 | Wolfgang Wegener, Vice President and Managing Director – Europe | 442.1K | — | 41.7K | — | 256.2K | 203.7K | 943.8K | 4.42% | ↗ |
| 133 | 2008 | Wolfgang Wegener, Vice President and Managing Director - Columbus McKinnon Europe | 442.1K | — | 17.6K | 13.1K | 256.2K | 214.0K | 932.7K | 3.29% | ↗ |
| 134 | 2008 | Derwin R. Gilbreath, Former Vice President and Chief Operating Officer | 328.0K | — | 51.2K | 97.0K | 139.9K | 11.8K | 650.1K | 22.80% | ↗ |
| 135 | 2008 | Karen L. Howard, Vice President – Finance and Chief Financial Officer | 277.0K | — | 103.8K | — | 107.4K | 18.3K | 506.5K | 20.49% | ↗ |
| 136 | 2008 | Joseph J. Owen, Vice President - Supply Chain Management | 217.7K | — | 21.3K | 25.1K | 67.0K | 18.3K | 351.6K | 13.19% | ↗ |
| 137 | 2007 | Wolfgang Wegener, Vice President and Managing Director - Columbus McKinnon Europe | 359.3K | — | — | 150.3K | 336.4K | 203.7K | 1.51M | 9.97% | ↗ |
| 138 | 2007 | Timothy T. Tevens, President and Chief Executive Officer | 550.0K | — | — | 91.9K | 401.2K | 24.2K | 1.09M | 8.42% | ↗ |
| 139 | 2007 | Derwin R. Gilbreath, Former Vice President and Chief Operating Officer | 315.0K | — | — | 84.4K | 149.0K | 244.3K | 788.6K | 10.70% | ↗ |
| 140 | 2007 | Karen L. Howard, Vice President – Finance and Chief Financial Officer | 265.0K | — | — | 14.7K | 114.0K | 16.6K | 428.0K | 3.43% | ↗ |
| 141 | 2007 | Joseph J. Owen, Vice President - Supply Chain Management | 211.2K | — | — | 22.1K | 94.8K | 18.7K | 359.1K | 6.14% | ↗ |
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| David J. Wilson | President, Chief Executive Officer & Director | 1M | male |
| Appal Chintapalli | President of Americas | 1M | male |
| Gregory Rustowicz | Executive Vice President of Finance & Chief Financial Officer | 726.2K | male |
| Alan S. Korman | Senior Vice President of Corporate Development, General Counsel & Secretary | 627.1K | male |
| Adrienne Williams | Senior Vice President & Chief Human Resources Officer | 539.0K | female |
| Thomas Alder | Vice President of Global Operations | — | — |
| Kristine Moser | Vice President of Investor Relations & Treasurer | — | female |
| Mario Y. Ramos Lara | CTO & GM of Latin America | — | male |
| Mark R. Paradowski | Senior Vice President of Information Services & Chief Digital Officer | — | male |
| Melissa Ruths | Chief Marketing Officer | — | female |
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No House trading activity found for this company.
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Community Opinion for CMCO
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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