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Duluth Holdings Inc. (DLTH)

USD4.10 +0.00 (-0.49%)
US NASDAQ Consumer Cyclical Apparel - Retail
Address 201 East Front Street 53572
Mount Horeb, WI, US
CEO Stephanie L. Pugliese
IPO 2015-11-20
CIK 1649744 ISIN US26443V1017

Explore sections of this company profile

Description

Duluth Holdings Inc., originally known as GEMPLER'S, Inc. and founded in 1989, is based in Mount Horeb, Wisconsin. This enterprise is a retailer specializing in durable casual apparel, workwear, and complementary accessories designed for both men and women across the United States. Under its primary Duluth Trading brand, the company offers a comprehensive range of items, including shirts, trousers, underwear, outerwear, footwear, various accessories, and hard goods. Duluth Holdings employs a rich portfolio of distinctive trademarks and product lines, such as Alaskan Hardgear, Armachillo, Ballroom, Cab Commander, Crouch Gusset, Dry on the Fly, Duluthflex, Fire Hose, Longtail T, No Polo Shirt, No Yank, Wild Boar Mocs, and Buck Naked. Customers can purchase these goods via the company's e-commerce platform, printed catalogs, and its network of physical retail outlets. As of January 30, 2022, its retail presence consisted of 62 standard stores and three additional outlet locations.

News Sentiment (7d)
78 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD4.10 +0.00 (-0.49%)
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Volume Profile
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Liquidity & share structure
Average Volume
137.5K
Beta
1.43
Float Shares
17.43M
Free Float %
45.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+29.82% +23.14% +32.21% +92.41% +50.17% +107.21% +110.24% -32.66% -75.77% -82.79% -68.42%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (7 ratings, all time) Hold
Price Targets & DCF
Current price
4.10
Low 5.00 +22.0%
Consensus 5.00 +22.0%
Median 5.00 +22.0%
High 5.00 +22.0%
DCF (Unlevered) 1.32 -67.8%

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

Ratings Trend (MoM) 50% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
5.00
+22.0%
All Time 4
9.13
+122.7%
Quality scores
Altman Z-Score
2.23
Grey zone
Piotroski F-Score
5 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Apparel - Retail: +6.8%
    -9.8% Q2'26: -4.0% (vs Q2'25)
  • EPS growth Apparel - Retail: +22.0%
    +64.1% Q2'26: +35.6% (vs Q2'25)
  • FCF margin FCF growth · Apparel - Retail: +16.3%
    +2.5% Q2'26: -15.4% (vs Q2'25)
  • EBIT margin Apparel - Retail: +8.8%
    -1.6% Q2'26: -5.2% (vs Q2'25)
  • ROIC Apparel - Retail: +9.9%
    -3.0% Q2'26: -7.5% (vs Q2'25)
  • Share dilution Apparel - Retail: +0.1%
    +3.5% Q2'26: +3.0% (vs Q2'25)
  • Debt / EBITDA Net debt/EBITDA · Apparel - Retail: 0.27×
    8.91× Q2'26: -6.08× (vs Q2'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.43) × ERP
WACC = 50% × Ke + 50% × Kd (4.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 1.23 Current price: 4.10
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Jan 2016
actual
Jan 2017
actual
Jan 2018
actual
Jan 2019
actual
Jan 2020
actual
Jan 2021
actual
Jan 2022
actual
Jan 2023
actual
Feb 2024
actual
Feb 2025
actual
Feb 2026
1 Rev. Ana.
1 EPS Ana.
Feb 2027
1 Rev. Ana.
1 EPS Ana.
Feb 2028
1 Rev. Ana.
1 EPS Ana.
Jan 2029
1 Rev. Ana.
1 EPS Ana.
Revenue
304.16M
est: 297.26M (+2.3%)
376.12M
est: 364.54M (+3.2%)
471.45M
est: 462.32M (+2.0%)
568.10M
est: 575.73M (-1.3%)
615.62M
est: 616.95M (-0.2%)
638.78M
est: 656.93M (-2.8%)
698.58M
est: 706.53M (-1.1%)
653.31M
est: 653.32M (0.0%)
646.68M
est: 642.13M (+0.7%)
626.63M
est: 638.19M (-1.8%)
559.92M
558.26M – 561.57M
-12.3% YoY
544.59M
542.98M – 546.20M
-2.7% YoY
559.82M
558.17M – 561.47M
+2.8% YoY
593.55M
587.18M – 599.92M
+6.0% YoY
EBITDA
32.17M
est: 16.31M (+97.3%)
39.95M
est: 20.00M (+99.7%)
44.82M
est: 25.36M (+76.7%)
50.16M
est: 42.94M (+16.8%)
50.48M
est: 62.02M (-18.6%)
52.80M
est: 197.98M (-73.3%)
73.38M
est: 213.49M (-65.6%)
37.42M
est: 262.43M (-85.7%)
23.51M
est: 28.37M (-17.1%)
-4.41M
est: 28.20M (-115.6%)
24.74M
24.66M – 24.81M
-12.3% YoY
24.06M
23.99M – 24.13M
-2.7% YoY
24.73M
24.66M – 24.81M
+2.8% YoY
32.56M
32.21M – 32.91M
+31.7% YoY
EBIT
29.33M
est: 2.34M (+1,151.8%)
35.25M
est: 2.87M (+1,126.7%)
37.49M
est: 3.64M (+928.9%)
37.56M
est: 32.29M (+16.3%)
28.40M
est: 32.67M (-13.1%)
24.28M
est: 88.37M (-72.5%)
44.15M
est: 129.52M (-65.9%)
6.61M
est: 106.87M (-93.8%)
-8.65M
est: -1.85M (-367.4%)
-36.69M
est: -1.84M (-1,895.6%)
-1.61M
-1.62M – -1.61M
+12.3% YoY
-1.57M
-1.57M – -1.56M
+2.7% YoY
-1.61M
-1.62M – -1.61M
-2.8% YoY
4.68M
4.63M – 4.73M
+390.1% YoY
Net Income
27.44M
est: 16.77M (+63.6%)
21.32M
est: 18.80M (+13.4%)
23.35M
est: 21.96M (+6.4%)
23.16M
est: 19.04M (+21.6%)
18.92M
est: 19.22M (-1.6%)
13.58M
est: 52.24M (-74.0%)
29.70M
est: 87.27M (-66.0%)
2.30M
est: -4.64M (+149.6%)
-9.92M
est: -15.74M (+37.0%)
-43.67M
est: -21.00M (-107.9%)
-14.06M
-14.12M – -14.01M
+33.0% YoY
-11.22M
-11.27M – -11.18M
+20.2% YoY
-4.14M
-4.16M – -4.13M
+63.1% YoY
11.85M
11.68M – 12.01M
+385.8% YoY
SGA
144.37M
est: 150.44M (-4.0%)
179.15M
est: 184.48M (-2.9%)
223.95M
est: 233.97M (-4.3%)
273.22M
est: 262.24M (+4.2%)
300.04M
est: 390.00M (-23.1%)
307.31M
est: 332.45M (-7.6%)
333.23M
est: 357.56M (-6.8%)
337.20M
est: 330.63M (+2.0%)
334.54M
est: 333.74M (+0.2%)
337.62M
est: 331.69M (+1.8%)
291.01M
290.15M – 291.87M
-12.3% YoY
283.05M
282.21M – 283.88M
-2.7% YoY
290.96M
290.10M – 291.82M
+2.8% YoY
300.38M
297.16M – 303.60M
+3.2% YoY
EPS
1.09
est: 0.50 (+116.9%)
0.68
est: 0.56 (+20.7%)
0.73
est: 0.66 (+10.9%)
0.73
est: 0.83 (-12.5%)
0.59
est: 0.62 (-4.1%)
0.42
est: 0.47 (-11.3%)
0.91
est: 0.85 (+7.1%)
0.07
est: 0.06 (+17.2%)
-0.28
est: -0.46 (+38.6%)
-1.31
est: -0.61 (-115.4%)
-0.41
-0.41 – -0.41
+33.0% YoY
-0.33
-0.33 – -0.32
+20.2% YoY
-0.12
-0.12 – -0.12
+63.1% YoY
0.36
0.35 – 0.36
+395.8% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-06-08 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-06-05 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-06-04 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-06-03 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-06-02 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-06-01 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-28 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-27 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-26 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-22 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-21 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-20 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-19 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-18 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-15 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-14 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-13 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-12 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-11 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-08 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-07 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-06 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-05 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-04 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-01 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-30 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-29 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-28 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-27 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-24 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-23 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-22 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-21 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-20 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-17 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-16 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-10.10M
OE per share TTM
-0.33
Owner's Yield
-6.75%
Maintenance CapEx ratio
165.03%
Maint CapEx / Avg PPE
43.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
56
Total invested
17.16M
Insider transactions (90d)
3
Beneficial owners (>5%)
2
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 2. 1.84M 5.80% 1.84M 1.84M HC, IN Texas 2024-08-19
2 BARCLAYS GLOBAL INVESTORS, NA. 1.16M 2.56% 12.15M 12.15M BK United States 2016-01-05

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
56
+2 vs prev Q
New positions
12
Closed positions
10
Increased
33
Reduced
9
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MADISON ASSET MANAGEMENT, LLC 762.8K +— (+0.0%) 1.59M -1.4M (-46.8%) 2.21% -0.004 pp 0.02% -0.015 pp USD12.23 -83.0% 16 qtrs
2 VANGUARD GROUP INC 741.5K -20.1K (-2.6%) 1.54M -1.4M (-48.2%) 2.15% -0.063 pp 0.00% +0.000 pp USD13.77 -84.9% 41 qtrs
3 TIETON CAPITAL MANAGEMENT, LLC 727.4K -4.2K (-0.6%) 1.51M -1.3M (-47.1%) 2.11% -0.016 pp 0.52% -0.476 pp USD5.56 -62.6% 13 qtrs
4 DIMENSIONAL FUND ADVISORS LP 706.7K -63.5K (-8.2%) 1.47M -1.5M (-51.2%) 2.05% -0.188 pp 0.00% 0.000 pp USD8.31 -75.0% 37 qtrs
5 BLACKROCK, INC. 380.9K -3.5K (-0.9%) 792.3K -710.7K (-47.3%) 1.10% -0.012 pp 0.00% +0.000 pp USD3.76 -44.7% 6 qtrs
6 250.00 +250.0 (+100.0%) 520.0K +520.0K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD2.08 +0.0% 1 qtrs NEW
7 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 227.8K +5.6K (+2.5%) 473.7K -394.9K (-45.5%) 0.66% +0.015 pp 0.00% -0.002 pp USD3.98 -47.7% 9 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 171.8K +— (+0.0%) 357.4K -314.5K (-46.8%) 0.50% -0.001 pp 0.00% +0.000 pp USD11.90 -82.5% 41 qtrs
9 SEI INVESTMENTS CO 169.2K +169.2K (+100.0%) 352.0K +352.0K (+100.0%) 0.49% +0.490 pp 0.00% +0.000 pp USD2.08 +0.0% 1 qtrs NEW
10 BRIDGEWAY CAPITAL MANAGEMENT, LLC 155.9K -39.2K (-20.1%) 324.2K -438.5K (-57.5%) 0.45% -0.115 pp 0.01% -0.010 pp USD5.70 -63.5% 13 qtrs
11 BLAIR WILLIAM & CO/IL 113.5K +— (+0.0%) 236.1K -207.7K (-46.8%) 0.33% -0.001 pp 0.00% -0.001 pp USD7.32 -71.6% 41 qtrs
12 AMERICAN CENTURY COMPANIES INC 82.0K +— (+0.0%) 170.5K -150.0K (-46.8%) 0.24% -0.001 pp 0.00% 0.000 pp USD7.63 -72.7% 16 qtrs
13 GOLDMAN SACHS GROUP INC 74.0K -29.0K (-28.1%) 154.0K -248.8K (-61.8%) 0.21% -0.085 pp 0.00% +0.000 pp USD3.39 -38.6% 31 qtrs
14 UBS GROUP AG 63.5K -5.4K (-7.8%) 132.0K -137.1K (-51.0%) 0.18% -0.016 pp 0.00% +0.000 pp USD4.23 -50.8% 41 qtrs
15 STATE STREET CORP 60.9K +— (+0.0%) 126.6K -111.4K (-46.8%) 0.18% 0.000 pp 0.00% +0.000 pp USD15.84 -86.9% 41 qtrs
16 BARCLAYS PLC 58.0K -34.3K (-37.1%) 120.7K -226.4K (-65.2%) 0.17% -0.100 pp 0.00% 0.000 pp USD4.24 -50.9% 41 qtrs
17 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 56.0K +— (+0.0%) 116.5K -102.5K (-46.8%) 0.16% 0.000 pp 0.00% 0.000 pp USD8.78 -76.3% 25 qtrs
18 NORTHERN TRUST CORP 50.9K +— (+0.0%) 105.9K -93.2K (-46.8%) 0.15% 0.000 pp 0.00% +0.000 pp USD11.11 -81.3% 41 qtrs
19 HSBC HOLDINGS PLC 41.9K +2.2K (+5.6%) 86.3K -60.0K (-41.0%) 0.12% +0.006 pp 0.00% +0.000 pp USD5.32 -60.9% 12 qtrs
20 IRONWOOD INVESTMENT MANAGEMENT LLC 35.5K -834.0 (-2.3%) 73.9K -68.3K (-48.0%) 0.10% -0.003 pp 0.03% -0.031 pp USD15.15 -86.3% 33 qtrs
21 MORGAN STANLEY 33.4K -267.0 (-0.8%) 69.4K -62.1K (-47.2%) 0.10% -0.001 pp 0.00% +0.000 pp USD7.58 -72.6% 41 qtrs
22 YARGER WEALTH STRATEGIES, LLC 32.4K +— (+0.0%) 67.4K -59.3K (-46.8%) 0.09% 0.000 pp 0.03% -0.029 pp USD2.79 -25.4% 7 qtrs
23 TAYLOR & MORGAN WEALTH MANAGEMENT, LLC 31.0K +7.0K (+29.2%) 64.5K -29.4K (-31.3%) 0.09% +0.020 pp 0.04% -0.022 pp USD3.26 -36.2% 9 qtrs
24 BANK OF AMERICA CORP /DE/ 27.8K -45.0 (-0.2%) 57.9K -51.1K (-46.9%) 0.08% 0.000 pp 0.00% +0.000 pp USD7.38 -71.8% 41 qtrs
25 GSA CAPITAL PARTNERS LLP 26.4K -9.5K (-26.5%) 55.0K -85.0K (-60.7%) 0.08% -0.028 pp 0.00% -0.007 pp USD3.91 -46.8% 2 qtrs
26 QUADRATURE CAPITAL LTD 24.9K +24.9K (+100.0%) 51.8K +51.8K (+100.0%) 0.07% +0.072 pp 0.00% +0.001 pp USD2.08 +0.0% 1 qtrs NEW
27 BRAVE ASSET MANAGEMENT INC 24.5K +— (+0.0%) 51.0K -44.8K (-46.8%) 0.07% 0.000 pp 0.01% -0.011 pp USD5.97 -65.2% 16 qtrs
28 EMPOWERED FUNDS, LLC 22.6K +— (+0.0%) 47.0K -41.3K (-46.8%) 0.07% 0.000 pp 0.00% -0.001 pp USD5.23 -60.2% 11 qtrs
29 JANE STREET GROUP, LLC 22.2K -43.4K (-66.2%) 46.1K -210.0K (-82.0%) 0.06% -0.126 pp 0.00% +0.000 pp USD3.91 -46.8% 9 qtrs
30 CENTIVA CAPITAL, LP 20.2K +20.2K (+100.0%) 41.9K +41.9K (+100.0%) 0.06% +0.058 pp 0.00% +0.000 pp USD2.08 +0.0% 1 qtrs NEW
31 ACADIAN ASSET MANAGEMENT LLC 17.3K +17.3K (+100.0%) 35.0K +35.0K (+100.0%) 0.05% +0.050 pp 0.00% +0.000 pp USD2.08 +0.0% 1 qtrs NEW
32 VIDENT ADVISORY, LLC 16.8K -1.1K (-6.0%) 34.9K -34.9K (-50.0%) 0.05% -0.003 pp 0.00% 0.000 pp USD4.28 -51.4% 10 qtrs
33 PRUDENTIAL FINANCIAL INC 15.2K +1.3K (+9.4%) 31.6K -22.7K (-41.8%) 0.04% +0.004 pp 0.00% +0.000 pp USD2.44 -14.8% 3 qtrs
34 VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 13.6K +— (+0.0%) 28.2K -24.8K (-46.8%) 0.04% 0.000 pp 0.01% -0.007 pp USD16.94 -87.7% 20 qtrs
35 FRUTH INVESTMENT MANAGEMENT 12.7K +— (+0.0%) 26.0K -23.0K (-46.9%) 0.04% 0.000 pp 0.01% -0.006 pp USD3.09 -32.7% 5 qtrs
36 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 11.2K -12.5K (-52.9%) 23.2K -27.4K (-54.2%) 0.03% -0.036 pp 0.00% -0.003 pp USD2.10 -1.0% 15 qtrs
37 QUBE RESEARCH & TECHNOLOGIES LTD 11.1K -1.0K (-8.5%) 23.1K -24.4K (-51.3%) 0.03% -0.003 pp 0.00% +0.000 pp USD3.50 -40.6% 7 qtrs
38 MADISON WEALTH PARTNERS, INC 10.0K +— (+0.0%) 20.8K -18.3K (-46.8%) 0.03% 0.000 pp 0.00% -0.004 pp USD2.10 -1.0% 3 qtrs
39 ROYAL BANK OF CANADA 1.7K -655.0 (-27.6%) 4.0K -5.0K (-55.6%) 0.01% -0.002 pp 0.00% +0.000 pp USD3.59 -42.1% 4 qtrs
40 PRINCETON GLOBAL ASSET MANAGEMENT LLC 1.9K +— (+0.0%) 4.0K -3.5K (-46.8%) 0.01% +0.000 pp 0.00% -0.001 pp USD7.03 -70.4% 24 qtrs
41 THOMPSON INVESTMENT MANAGEMENT, INC. 800.00 +— (+0.0%) 1.7K -1.5K (-46.8%) 0.00% +0.000 pp 0.00% 0.000 pp USD8.38 -75.2% 26 qtrs
42 JONES FINANCIAL COMPANIES LLLP 700.00 +— (+0.0%) 1.5K -1.0K (-41.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.03 +2.5% 5 qtrs
43 CITIGROUP INC 587.00 +587.0 (+100.0%) 1.2K +1.2K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD2.08 +0.0% 1 qtrs NEW
44 HARBOUR INVESTMENTS, INC. 360.00 -802.0 (-69.0%) 749.00 -3.8K (-83.5%) 0.00% -0.002 pp 0.00% 0.000 pp USD8.47 -75.4% 15 qtrs
45 WELLS FARGO & COMPANY/MN 321.00 +— (+0.0%) 667.00 -587.0 (-46.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.15 -85.3% 41 qtrs
46 FINANCIAL CONSULATE, INC 300.00 +— (+0.0%) 624.00 -549.0 (-46.8%) 0.00% +0.000 pp 0.00% 0.000 pp USD3.91 -46.8% 2 qtrs
47 NEWEDGE ADVISORS, LLC 300.00 +— (+0.0%) 624.00 -549.0 (-46.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD6.18 -66.3% 13 qtrs
48 BNP PARIBAS ARBITRAGE, SNC 251.00 +— (+0.0%) 522.00 -459.0 (-46.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.12 -59.4% 41 qtrs
49 ADVISOR GROUP HOLDINGS, INC. 200.00 -100.0 (-33.3%) 416.00 -265.0 (-38.9%) 0.00% 0.000 pp 0.00% +0.000 pp USD5.44 -61.8% 24 qtrs
50 ALLWORTH FINANCIAL LP 196.00 +— (+0.0%) 408.00 -359.0 (-46.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.20 -50.5% 27 qtrs
51 US BANCORP \DE\ 100.00 +— (+0.0%) 208.00 -183.0 (-46.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD15.80 -86.8% 41 qtrs
52 IFP ADVISORS, INC 68.00 +68.0 (+100.0%) 141.00 +141.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.07 +0.5% 3 qtrs
53 SIMPLEX TRADING, LLC 26.00 -458.0 (-94.6%) 54.00 -946.0 (-94.6%) 0.00% -0.001 pp 0.00% +0.000 pp USD2.08 +0.0% 3 qtrs
54 SUSQUEHANNA INTERNATIONAL GROUP, LLP -14.6K (-100.0%) -57.1K (-100.0%) 0.00% -0.042 pp 0.00% +0.000 pp USD 2 qtrs SOLD
55 RMG WEALTH MANAGEMENT LLC -24.0 (-100.0%) -81.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 3 qtrs SOLD
56 SQUAREPOINT OPS LLC -21.6K (-100.0%) -84.5K (-100.0%) 0.00% -0.063 pp 0.00% 0.000 pp USD 7 qtrs SOLD
57 JPMORGAN CHASE & CO -294.0 (-100.0%) -1.2K (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 38 qtrs SOLD
58 CREATIVE PLANNING -82.0K (-100.0%) -320.6K (-100.0%) 0.00% -0.238 pp 0.00% 0.000 pp USD 16 qtrs SOLD
59 TENZING GLOBAL MANAGEMENT, LLC -600.0K (-100.0%) -2.3M (-100.0%) 0.00% -1.742 pp 0.00% -1.291 pp USD 2 qtrs SOLD
60 TOWER RESEARCH CAPITAL LLC (TRC) -2.3K (-100.0%) -9.0K (-100.0%) 0.00% -0.007 pp 0.00% 0.000 pp USD 28 qtrs SOLD
61 TWO SIGMA SECURITIES, LLC -10.1K (-100.0%) -39.4K (-100.0%) 0.00% -0.029 pp 0.00% -0.006 pp USD 2 qtrs SOLD
62 CITADEL ADVISORS LLC -33.4K (-100.0%) -130.6K (-100.0%) 0.00% -0.097 pp 0.00% +0.000 pp USD 36 qtrs SOLD
63 WEALTHSPIRE ADVISORS, LLC -172.0 (-100.0%) -673.0 (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 20 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.01% 182.6K 0.60%
2 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.00% 64.6K 0.47%
3 Dimensional - US Small Cap ETF DFAS 0.00% 416.9K 0.26%
4 U.S. Micro Cap Portfolio ETF DFMC 0.00% 100.9K 0.43%
5 Dimensional - US Sustainability Core 1 ETF DFSU 0.00% 21.9K 0.15%
6 Dimensional - US Core Equity 1 ETF DCOR 0.00% 26.9K 0.14%
7 Vanguard Extended Market ETF VXF 0.00% 553.4K 0.05%
8 Avantis U.S. Small Cap Value ETF AVUV 0.00% 169.0K 0.25%
9 Avantis U.S. Small Cap Equity ETF AVSC 0.00% 12.9K 0.25%
10 Dimensional - US Core Equity 2 ETF DFAC 0.00% 173.4K 0.17%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.33
Bearish
Ratio by volume
0.05
Bearish
Buys
2
Sells
6
Shares acquired
10.0K
Shares disposed
192.7K
Cash buys
Cash sales
Net activity
-182,719
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-05 PUGLIESE STEPHANIE L. Director / Officer F-InKind D Class B Common Stock 181,935 3.31 602.2K 2,265,225 D
2026-05-03 Williams Scott K Director A-Award A Class B Common Stock 5,455 0.00 142,084 D
2026-05-03 Kennedy Janet H Director A-Award A Class B Common Stock 4,545 0.00 116,673 D
2026-04-08 Weber Garth N. Officer F-InKind D Class B Common Stock 1,674 3.39 5.7K 170,384 D
2026-04-08 Schlecht Richard W Officer F-InKind D Class B Common Stock 3,162 3.39 10.7K 400,059 D
2026-04-08 Homolka David Officer F-InKind D Class B Common Stock 3,425 3.39 11.6K 376,174 D
2026-04-04 Schlecht Richard W Officer F-InKind D Class B Common Stock 1,211 3.09 3.7K 403,221 D
2026-04-04 Homolka David Officer F-InKind D Class B Common Stock 1,312 3.09 4.1K 379,599 D
2026-03-31 Schlecht Richard W Officer A-Award A Class B Common Stock 1,000 1.76 1.8K 404,432 D
2026-03-31 Homolka David Officer A-Award A Class B Common Stock 1,000 1.76 1.8K 380,911 D
2026-03-23 Weber Garth N. Officer A-Award A Class B Common Stock 69,746 0.00 172,058 D
2026-03-23 Schlecht Richard W Officer A-Award A Class B Common Stock 71,195 0.00 403,432 D
2026-03-23 PUGLIESE STEPHANIE L. Director / Officer A-Award A Class B Common Stock 730,159 0.00 2,447,160 D
2026-03-23 Homolka David Officer A-Award A Class B Common Stock 126,244 0.00 379,911 D
2026-03-23 AGRAWAL HEENA Officer A-Award A Class B Common Stock 165,325 0.00 396,152 D
2026-03-17 Weber Garth N. Officer F-InKind D Class B Common Stock 11,187 2.16 24.2K 102,312 D
2026-03-17 Schlecht Richard W Officer F-InKind D Class B Common Stock 12,305 2.16 26.6K 332,237 D
2026-03-17 Homolka David Officer F-InKind D Class B Common Stock 13,331 2.16 28.8K 253,667 D
2026-03-17 AGRAWAL HEENA Officer F-InKind D Class B Common Stock 17,266 2.16 37.3K 230,827 D
2026-03-13 Schlecht Richard W Officer F-InKind D Class B Common Stock 8,691 2.16 18.8K 344,542 D
2026-03-13 Homolka David Officer F-InKind D Class B Common Stock 9,415 2.16 20.3K 266,998 D
2026-02-01 Williams Scott K Director A-Award A Class B Common Stock 7,469 0.00 136,629 D
2026-02-01 Kennedy Janet H Director A-Award A Class B Common Stock 6,225 0.00 112,128 D
2025-12-31 Schlecht Richard W Officer A-Award A Class B Common Stock 1,000 1.77 1.8K 353,233 D
2025-12-31 Homolka David Officer A-Award A Class B Common Stock 1,000 1.77 1.8K 276,413 D
2025-12-24 Schlecht Richard W Officer P-Purchase A Class B Common Stock 10,502 2.22 23.3K 352,233 D
2025-12-23 Schlecht Richard W Officer P-Purchase A Class B Common Stock 18,052 2.17 39.1K 341,731 D
2025-12-22 Schlecht Richard W Officer G-Gift A Class B Common Stock 34,000 0.00 88,660 I
2025-12-22 SCHLECHT STEPHEN L. Director / 10% Owner G-Gift D Class B Common Stock 102,000 0.00 7,119,588 D
2025-10-30 Williams Scott K Director A-Award A Class B Common Stock 6,406 0.00 129,160 D
2025-10-30 Kennedy Janet H Director A-Award A Class B Common Stock 5,339 0.00 105,903 D
2025-09-30 Schlecht Richard W Officer A-Award A Class B Common Stock 1,000 1.82 1.8K 306,679 D
2025-09-30 Homolka David Officer A-Award A Class B Common Stock 1,000 1.82 1.8K 275,413 D
2025-09-26 AGRAWAL HEENA Officer P-Purchase A Class B Common Stock 10,000 3.50 35.0K 248,093 D
2025-08-03 Williams Scott K Director A-Award A Class B Common Stock 8,268 0.00 122,754 D
2025-08-03 Kennedy Janet H Director A-Award A Class B Common Stock 7,143 0.00 100,564 D
2025-06-30 Schlecht Richard W Officer A-Award A Class B Common Stock 1,000 1.42 1.4K 305,679 D
2025-06-30 Homolka David Officer A-Award A Class B Common Stock 1,000 1.42 1.4K 274,413 D
2025-06-16 AGRAWAL HEENA Officer P-Purchase A Class B Common Stock 13,000 1.90 24.7K 238,093 D
2025-06-09 PUGLIESE STEPHANIE L. Director / Officer G-Gift A Class B Common Stock 20,000 0.00 24,698 I
2025-05-29 Williams Scott K Director A-Award A Class B Common Stock 42,554 0.00 114,486 D
2025-05-29 Robinson Ronald Director A-Award A Class B Common Stock 42,554 0.00 74,973 D
2025-05-29 RILEY SUSAN J Director A-Award A Class B Common Stock 42,554 0.00 82,556 D
2025-05-29 Paschke Brett Lee Director A-Award A Class B Common Stock 42,554 0.00 136,355 D
2025-05-29 Kennedy Janet H Director A-Award A Class B Common Stock 42,554 0.00 93,421 D
2025-05-29 FINCH DAVID COLE Director A-Award A Class B Common Stock 42,554 0.00 207,480 D
2025-05-05 PUGLIESE STEPHANIE L. Director / Officer A-Award A Class B Common Stock 1,173,021 0.00 1,972,280 D
2025-05-04 Williams Scott K Director A-Award A Class B Common Stock 9,091 0.00 71,932 D
2025-05-04 Kennedy Janet H Director A-Award A Class B Common Stock 8,523 0.00 50,867 D
2025-04-11 AGRAWAL HEENA Officer P-Purchase A Class B Common Stock 9,000 1.84 16.6K 225,093 D
2025-04-08 Weber Garth N. Officer F-InKind D Class B Common Stock 3,113 1.74 5.4K 113,499 D
2025-04-08 Sutera Albert J. Officer F-InKind D Class B Common Stock 3,681 1.74 6.4K 259,765 D
2025-04-08 Schlecht Richard W Officer F-InKind D Class B Common Stock 3,162 1.74 5.5K 304,679 D
2025-04-08 Sato Samuel M Director / Officer F-InKind D Class B Common Stock 20,506 1.74 35.7K 857,966 D
2025-04-08 Homolka David Officer F-InKind D Class B Common Stock 3,425 1.74 6.0K 273,413 D
2025-04-04 Schlecht Richard W Officer F-InKind D Class B Common Stock 1,211 1.71 2.1K 307,841 D
2025-04-04 Homolka David Officer F-InKind D Class B Common Stock 1,312 1.71 2.2K 276,838 D
2025-04-03 Paschke Brett Lee Director P-Purchase A Class B Common Stock 50,000 1.81 90.5K 93,801 D
2025-04-03 FINCH DAVID COLE Director P-Purchase A Class B Common Stock 5,000 1.90 9.5K 164,926 D
2025-03-31 Schlecht Richard W Officer A-Award A Class B Common Stock 1,000 1.48 1.5K 309,052 D
2025-03-31 Homolka David Officer A-Award A Class B Common Stock 1,000 1.48 1.5K 278,150 D
2025-03-22 Schlecht Richard W Officer F-InKind D Class B Common Stock 996 2.09 2.1K 308,052 D
2025-03-22 Homolka David Officer F-InKind D Class B Common Stock 996 2.09 2.1K 277,150 D
2025-03-17 Weber Garth N. Officer A-Award A Class B Common Stock 96,023 0.00 116,612 D
2025-03-17 Sutera Albert J. Officer A-Award A Class B Common Stock 115,227 0.00 263,446 D
2025-03-17 Schlecht Richard W Officer A-Award A Class B Common Stock 98,969 0.00 309,048 D
2025-03-17 Homolka David Officer A-Award A Class B Common Stock 107,216 0.00 278,146 D
2025-03-17 Getson Eli M. Officer A-Award A Class B Common Stock 132,955 0.00 270,569 D
2025-03-17 AGRAWAL HEENA Officer A-Award A Class B Common Stock 138,864 0.00 216,093 D
2025-03-14 Sato Samuel M Director / Officer F-InKind D Class B Common Stock 18,756 2.28 42.8K 878,472 D
2025-03-13 Sutera Albert J. Officer F-InKind D Class B Common Stock 9,599 2.53 24.3K 148,219 D
2025-03-13 Schlecht Richard W Officer F-InKind D Class B Common Stock 8,961 2.53 22.7K 210,079 D
2025-03-13 Sato Samuel M Director / Officer F-InKind D Class B Common Stock 18,717 2.53 47.4K 897,228 D
2025-03-13 Homolka David Officer F-InKind D Class B Common Stock 9,415 2.53 23.8K 170,930 D
2025-02-02 Kennedy Janet H Director A-Award A Class B Common Stock 5,051 0.00 42,344 D
2025-02-02 Edwardson Francesca M. Director A-Award A Class B Common Stock 3,031 0.00 91,625 D
2024-12-20 Schlecht Richard W Officer G-Gift A Class B Common Stock 10,730 0.00 219,040 D
2024-12-20 SCHLECHT STEPHEN L. Director / 10% Owner G-Gift D Class B Common Stock 64,380 0.00 7,221,588 D
2024-10-27 Kennedy Janet H Director A-Award A Class B Common Stock 3,857 0.00 37,293 D
2024-10-27 Edwardson Francesca M. Director A-Award A Class B Common Stock 2,314 0.00 88,594 D
2024-09-30 Schlecht Richard W Officer A-Award A Class B Common Stock 1,000 3.10 3.1K 208,310 D
2024-09-04 Paschke Brett Lee Director P-Purchase A Class B Common Stock 10,000 3.96 39.6K 18,959
2024-08-12 Getson Eli M. Officer A-Award A Class B Common Stock 137,614 0.00 137,614
2024-08-05 Weber Garth N. Officer D Class B Common Stock 0 0.00 20,589
2024-07-28 Kennedy Janet H Director A-Award A Class B Common Stock 3,979 0.00 33,436
2024-07-28 Edwardson Francesca M. Director A-Award A Class B Common Stock 2,388 0.00 86,280
2024-05-23 Williams Scott K Director A-Award A Class B Common Stock 17,978 0.00 62,841
2024-05-23 Robinson Ronald Director A-Award A Class B Common Stock 17,978 0.00 32,419
2024-05-23 RILEY SUSAN J Director A-Award A Class B Common Stock 17,978 0.00 40,002
2024-05-23 Paschke Brett Lee Director A-Award A Class B Common Stock 17,978 0.00 43,801
2024-05-23 Kennedy Janet H Director A-Award A Class B Common Stock 17,978 0.00 29,457
2024-05-23 FINCH DAVID COLE Director A-Award A Class B Common Stock 17,978 0.00 159,926
2024-05-23 Edwardson Francesca M. Director A-Award A Class B Common Stock 17,978 0.00 83,892
2024-05-03 Sato Samuel M Director / Officer F-InKind D Class B Common Stock 28,986 4.17 120.9K 915,945
2024-04-28 Kennedy Janet H Director A-Award A Class B Common Stock 3,429 0.00 11,479
2024-04-28 Edwardson Francesca M. Director A-Award A Class B Common Stock 2,058 0.00 65,914
2024-04-10 Shepherd Neala Officer S-Sale D Class B Common Stock 10,000 4.70 47.0K 122,587
2024-04-08 Sutera Albert J. Officer A-Award A Class B Common Stock 39,474 0.00 157,818
2024-04-08 Shepherd Neala Officer A-Award A Class B Common Stock 32,895 0.00 132,587
2024-04-08 Schlecht Richard W Officer A-Award A Class B Common Stock 33,904 0.00 207,310
2024-04-08 Sato Samuel M Director / Officer A-Award A Class B Common Stock 336,842 0.00 944,931
2024-04-08 MURPHY MICHAEL JOHN Officer A-Award A Class B Common Stock 18,775 0.00 71,228
2024-04-08 Homolka David Officer A-Award A Class B Common Stock 36,729 0.00 180,345
2024-04-04 Shepherd Neala Officer F-InKind D Class B Common Stock 1,175 4.90 5.8K 99,692
2024-04-04 Schlecht Richard W Officer F-InKind D Class B Common Stock 1,211 4.90 5.9K 173,406
2024-04-04 MURPHY MICHAEL JOHN Officer F-InKind D Class B Common Stock 562 4.90 2.8K 52,453
2024-04-04 Homolka David Officer F-InKind D Class B Common Stock 1,094 4.90 5.4K 143,616
2024-03-31 Schlecht Richard W Officer A-Award A Class B Common Stock 1,000 4.16 4.2K 174,617
2024-03-31 Homolka David Officer A-Award A Class B Common Stock 1,000 4.16 4.2K 144,710
2024-03-22 Shepherd Neala Officer F-InKind D Class B Common Stock 604 4.81 2.9K 100,867
2024-03-22 Schlecht Richard W Officer F-InKind D Class B Common Stock 996 4.81 4.8K 173,617
2024-03-22 MURPHY MICHAEL JOHN Officer F-InKind D Class B Common Stock 255 4.81 1.2K 53,015
2024-03-22 Homolka David Officer F-InKind D Class B Common Stock 996 4.81 4.8K 143,710
2024-03-14 Sato Samuel M Director / Officer F-InKind D Class B Common Stock 8,836 4.57 40.4K 608,089
2024-03-13 Sutera Albert J. Officer F-InKind D Class B Common Stock 2,618 4.59 12.0K 118,344
2024-03-13 Shepherd Neala Officer F-InKind D Class B Common Stock 2,300 4.59 10.6K 101,471
2024-03-13 Schlecht Richard W Officer F-InKind D Class B Common Stock 2,370 4.59 10.9K 174,613
2024-03-13 Sato Samuel M Director / Officer F-InKind D Class B Common Stock 17,344 4.59 79.6K 616,925
2024-03-13 MURPHY MICHAEL JOHN Officer F-InKind D Class B Common Stock 1,099 4.59 5.0K 53,270
2024-03-13 Homolka David Officer F-InKind D Class B Common Stock 2,568 4.59 11.8K 144,706
2024-02-12 AGRAWAL HEENA Officer A-Award A Class B Common Stock 94,000 0.00 94,000
2024-02-02 Shepherd Neala Officer F-InKind D Class B Common Stock 1,053 4.90 5.2K 103,771
2024-02-02 Schlecht Richard W Officer F-InKind D Class B Common Stock 1,535 4.90 7.5K 176,983
2024-02-02 MURPHY MICHAEL JOHN Officer F-InKind D Class B Common Stock 822 4.90 4.0K 54,369
2024-02-02 Homolka David Officer F-InKind D Class B Common Stock 1,754 4.90 8.6K 147,274
2023-12-29 Schlecht Richard W Officer A-Award A Class B Common Stock 1,000 4.57 4.6K 178,518
2023-12-29 Homolka David Officer A-Award A Class B Common Stock 1,000 4.57 4.6K 149,028
2023-12-12 Schlecht Richard W Officer G-Gift A Class B Common Stock 6,785 0.00 177,518
2023-12-12 SCHLECHT STEPHEN L. Director / 10% Owner G-Gift D Class B Common Stock 40,710 0.00 7,285,968
2023-09-29 Schlecht Richard W Officer A-Award A Class B Common Stock 1,000 5.11 5.1K 170,733
2023-09-29 Homolka David Officer A-Award A Class B Common Stock 1,000 5.11 5.1K 148,028
2023-09-22 Hannon Jennifer A 10% Owner 0 0.00 0
2023-08-23 Kennedy Janet H Director A-Award A Class B Common Stock 8,050 0.00 8,050
2023-06-30 Schlecht Richard W Officer A-Award A Class B Common Stock 1,000 5.34 5.3K 169,733
2023-06-30 Homolka David Officer A-Award A Class B Common Stock 1,000 5.34 5.3K 147,028
2023-05-25 Williams Scott K Director A-Award A Class B Common Stock 14,441 0.00 44,863
2023-05-25 Robinson Ronald Director 0 0.00 0
2023-05-25 RILEY SUSAN J Director A-Award A Class B Common Stock 14,441 0.00 22,024
2023-05-25 Paschke Brett Lee Director A-Award A Class B Common Stock 14,441 0.00 25,823
2023-05-25 FINCH DAVID COLE Director A-Award A Class B Common Stock 14,441 0.00 141,948
2023-05-25 Edwardson Francesca M. Director A-Award A Class B Common Stock 14,441 0.00 63,856
2023-04-08 Schlecht Richard W Officer F-InKind D Class B Common Stock 499 6.26 3.1K 168,733
2023-04-08 Loretta David Officer F-InKind D Class B Common Stock 1,279 6.26 8.0K 178,988
2023-04-08 Homolka David Officer F-InKind D Class B Common Stock 659 6.26 4.1K 146,028
2023-04-04 Shepherd Neala Officer F-InKind D Class B Common Stock 1,175 6.31 7.4K 104,824
2023-04-04 Schlecht Richard W Officer F-InKind D Class B Common Stock 1,211 6.31 7.6K 169,232
2023-04-04 MURPHY MICHAEL JOHN Officer F-InKind D Class B Common Stock 562 6.31 3.5K 58,191
2023-04-04 Loretta David Officer F-InKind D Class B Common Stock 1,332 6.31 8.4K 180,267
2023-04-04 Homolka David Officer F-InKind D Class B Common Stock 1,236 6.31 7.8K 146,687
2023-03-22 Schlecht Richard W Officer F-InKind D Class B Common Stock 996 6.21 6.2K 94,198
2023-03-22 MURPHY MICHAEL JOHN Officer F-InKind D Class B Common Stock 255 6.21 1.6K 16,237
2023-03-22 Loretta David Officer F-InKind D Class B Common Stock 1,087 6.21 6.8K 81,037
2023-03-22 Homolka David Officer F-InKind D Class B Common Stock 996 6.21 6.2K 65,324
2023-03-14 Sato Samuel M Director / Officer F-InKind D Class B Common Stock 10,276 6.87 70.6K 634,269
2023-03-13 Sutera Albert J. Officer A-Award A Class B Common Stock 56,146 0.00 92,889
2023-03-13 Shepherd Neala Officer A-Award A Class B Common Stock 49,317 0.00 81,340
2023-03-13 Schlecht Richard W Officer A-Award A Class B Common Stock 50,830 0.00 145,028
2023-03-13 Sato Samuel M Director / Officer A-Award A Class B Common Stock 252,504 0.00 644,545
2023-03-13 MURPHY MICHAEL JOHN Officer A-Award A Class B Common Stock 26,943 0.00 43,180
2023-03-13 Loretta David Officer A-Award A Class B Common Stock 67,041 0.00 148,078
2023-03-13 Homolka David Officer A-Award A Class B Common Stock 55,066 0.00 120,390
2023-02-03 Shepherd Neala Officer F-InKind D Class B Common Stock 1,052 6.92 7.3K 32,023
2023-02-03 Schlecht Richard W Officer F-InKind D Class B Common Stock 1,535 6.92 10.6K 95,194
2023-02-03 MURPHY MICHAEL JOHN Officer F-InKind D Class B Common Stock 822 6.92 5.7K 16,492
2023-02-03 Loretta David Officer F-InKind D Class B Common Stock 1,644 6.92 11.4K 82,124
2023-02-03 Homolka David Officer F-InKind D Class B Common Stock 1,754 6.92 12.1K 66,320
2022-12-30 Loretta David Officer A-Award A Class B Common Stock 4 5.25 21.00 83,768
2022-12-15 Schlecht Richard W Officer G-Gift A Class B Common Stock 5,200 0.00 96,729
2022-12-15 SCHLECHT STEPHEN L. Director G-Gift D Class B Common Stock 31,200 0.00 7,326,678
2022-09-30 Schlecht Richard W Officer A-Award A Class B Common Stock 582 5.98 3.5K 91,529
2022-09-30 Loretta David Officer A-Award A Class B Common Stock 995 5.98 6.0K 83,764
2022-09-06 Paschke Brett Lee Director P-Purchase A Class B Common Stock 6,384 7.82 49.9K 8,959
2022-08-15 Sutera Albert J. Officer A-Award A Class B Common Stock 36,743 0.00 36,743
2022-06-30 Teufel Christopher Officer A-Award A Class B Common Stock 696 8.11 5.6K 55,694
2022-06-30 Schlecht Richard W Officer A-Award A Class B Common Stock 747 8.11 6.1K 90,947
2022-06-30 Loretta David Officer A-Award A Class B Common Stock 599 8.11 4.9K 82,769
2022-06-30 Homolka David Officer A-Award A Class B Common Stock 1,000 8.11 8.1K 68,074
2022-06-27 RILEY SUSAN J Director A-Award A Class B Common Stock 7,583 0.00 7,583
2022-05-26 Williams Scott K Director A-Award A Class B Common Stock 6,752 0.00 30,422
2022-05-26 Paschke Brett Lee Director A-Award A Class B Common Stock 6,752 0.00 11,382
2022-05-26 FOLLIARD THOMAS GEORGE Director A-Award A Class B Common Stock 6,752 0.00 80,606
2022-05-26 FINCH DAVID COLE Director A-Award A Class B Common Stock 6,752 0.00 127,507
2022-05-26 Edwardson Francesca M. Director A-Award A Class B Common Stock 6,752 0.00 49,415
2022-04-08 Teufel Christopher Officer F-InKind D Class B Common Stock 453 12.32 5.6K 54,998
2022-04-08 Schlecht Richard W Officer F-InKind D Class B Common Stock 453 12.32 5.6K 90,200
2022-04-08 Loretta David Officer F-InKind D Class B Common Stock 1,289 12.32 15.9K 82,170
2022-04-08 Homolka David Officer F-InKind D Class B Common Stock 679 12.32 8.4K 67,074
2022-04-04 Teufel Christopher Officer A-Award A Class B Common Stock 13,798 0.00 55,451
2022-04-04 Shepherd Neala Officer A-Award A Class B Common Stock 12,597 0.00 33,075
2022-04-04 Schlecht Richard W Officer A-Award A Class B Common Stock 12,984 0.00 90,653
2022-04-04 MURPHY MICHAEL JOHN Officer A-Award A Class B Common Stock 6,423 0.00 17,314
2022-04-04 Loretta David Officer A-Award A Class B Common Stock 17,124 0.00 83,459
2022-04-04 Homolka David Officer A-Award A Class B Common Stock 14,066 0.00 67,753
2022-03-31 Teufel Christopher Officer A-Award A Class B Common Stock 620 10.40 6.4K 41,653
2022-03-31 Schlecht Richard W Officer A-Award A Class B Common Stock 667 10.40 6.9K 77,669
2022-03-31 Loretta David Officer A-Award A Class B Common Stock 523 10.40 5.4K 66,335
2022-03-31 Homolka David Officer A-Award A Class B Common Stock 1,000 10.40 10.4K 53,687
2022-03-22 Teufel Christopher Officer F-InKind D Class B Common Stock 705 13.31 9.4K 41,033
2022-03-22 Schlecht Richard W Officer F-InKind D Class B Common Stock 831 13.31 11.1K 77,002
2022-03-22 MURPHY MICHAEL JOHN Officer F-InKind D Class B Common Stock 255 13.31 3.4K 10,891

Executive team

Top executives
EBIT / Employee
-11.1K
Shares Outstanding
38.13M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Stephanie L. Pugliese President and Chief Executive Officer 605.2K 3.17M 847.9K 4.62M 68.55%
2 2025 Heena K. Agrawal Senior Vice President, Chief Financial Officer 470.2K 305.5K 406.3K 1.18M 25.85%
3 2025 David S. Homolka Senior Vice President of Talent, Retail Store Operations, Contact Center Operations 363.4K 235.9K 313.7K 913.0K 25.84%
4 2025 Stephen L. Schlecht Chairman of the Board of Directors and Senior Advisor and former Interim Chief Executive Officer 137.1K 274.3K 411.4K 0.00%
5 2025 Samuel M. Sato Former President and Chief Executive Officer 224.2K 224.2K 0.00%
6 2024 Samuel M. Sato President and Chief Executive Officer (retiring effective April 25, 2025) 832.0K 1.66M 2.50M 66.67%
7 2024 Samuel M. Sato Former President and Chief Executive Officer 832.0K 1.66M 2.50M 66.67%
8 2024 Heena K. Agrawal Senior Vice President, Chief Financial Officer 442.9K 470.0K 123.8K 1.04M 45.34%
9 2024 Heena K. Agrawal Senior Vice President, Chief Financial Officer, and Interim Chief Accounting Officer 442.9K 470.0K 123.8K 1.04M 45.34%
10 2024 Eli M. Getson Senior Vice President and Chief Merchandising Officer 199.0K 450.0K 77.0K 726.0K 61.98%
11 2024 David S. Homolka Senior Vice President of Talent, Retail Store Operations, Contact Center Operations 362.9K 181.4K 544.3K 33.33%
12 2024 Stephen L. Schlecht Chairman of the Board of Directors and Senior Advisor and former Interim Chief Executive Officer 275.0K 275.0K 0.00%
13 2023 Samuel M. Sato President and Chief Executive Officer (retiring effective April 25, 2025) 832.0K 2.50M 3.33M 75.00%
14 2023 Samuel M. Sato President and Chief Executive Officer 832.0K 2.50M 3.33M 75.00%
15 2023 David Loretta Former Senior Vice President and Chief Financial Officer 289.2K 662.7K 951.9K 69.62%
16 2023 Albert J. Sutera Senior Vice President, Chief Technology Officer and Logistics 376.6K 555.0K 931.6K 59.57%
17 2023 David S. Homolka Senior Vice President of Talent, DE&I, and Retail Operations 363.3K 544.3K 907.7K 59.97%
18 2022 Samuel M. Sato President and Chief Executive Officer 832.0K 2.06M 2.90M 71.27%
19 2022 David Loretta SVP and Chief Financial Officer 432.7K 211.8K 644.6K 32.86%
20 2022 David Loretta Former Senior Vice President and Chief Financial Officer 437.7K 211.8K 644.6K 32.86%
21 2022 David S. Homolka Senior Vice President of Talent, DE&I, and Retail Operations 355.4K 174.0K 529.4K 32.86%
22 2021 Samuel M. Sato President and Chief Executive Officer 800.0K 822.0K 1.70M 89.9K 3.41M 49.83%
23 2021 David Loretta SVP and Chief Financial Officer 399.8K 199.9K 180.0K 779.7K 23.09%
24 2021 David S. Homolka Senior Vice President of Talent, DE&I, and Retail Operations 348.9K 174.5K 165.0K 688.4K 23.97%
25 2021 Stephen L. Schlecht Chairman and former Chief Executive Officer 275.0K 355.0K 630.0K 0.00%
26 2020 David Loretta SVP and Chief Financial Officer 335.4K 70.1K 150.0K 555.5K 27.00%
27 2020 David S. Homolka Senior Vice President of Human Resources, Retail Store Operations, Contact Center Operations 292.2K 66.4K 160.0K 518.6K 30.86%
28 2020 David S. Homolka Senior Vice President of Talent, DE&I, and Retail Operations 292.2K 66.4K 160.0K 518.6K 30.86%
29 2020 Christopher M. Teufel Senior Vice President of Information Technology and Supply Chain 292.0K 66.4K 160.0K 518.4K 30.86%
30 2020 Richard W. Schlecht Senior Vice President of Product, Visual & Creative 269.1K 61.3K 140.0K 470.4K 29.76%
31 2020 Stephen L. Schlecht Executive Chairman and Chief Executive Officer 133.4K 126.4K 259.8K 0.00%
32 2020 Stephen L. Schlecht Chairman and former Chief Executive Officer 133.4K 126.4K 259.8K 0.00%
33 2019 Stephanie L. Pugliese Former President and Chief Executive Officer 450.8K 975.0K 1.43M 68.38%
34 2019 David Loretta SVP and Chief Financial Officer 340.5K 285.0K 625.5K 45.56%
35 2019 Allen L. Dittrich SVP and Chief Merchandising and Marketing Officer 350.0K 200.0K 550.0K 36.36%
36 2019 Stephen L. Schlecht Executive Chairman and Chief Executive Officer 316.2K 316.2K 0.00%
37 2018 Stephanie L. Pugliese Former President and Chief Executive Officer 647.3K 650.0K 1.30M 50.11%
38 2018 Stephanie L. Pugliese President and Chief Executive Officer 647.3K 650.0K 1.30M 50.11%
39 2018 Allen L. Dittrich SVP and Chief Operating Officer 362.4K 200.0K 562.4K 35.56%
40 2018 Allen L. Dittrich SVP and Chief Merchandising and Marketing Officer 362.4K 200.0K 562.4K 35.56%
41 2018 David Loretta SVP and Chief Financial Officer 334.4K 225.0K 559.4K 40.22%
42 2018 Stephen L. Schlecht Executive Chairman and Chief Executive Officer 321.9K 321.9K 0.00%
43 2018 Stephen L. Schlecht Executive Chairman 321.9K 321.9K 0.00%
44 2017 Stephanie L. Pugliese President and Chief Executive Officer 559.0K 500.0K 263.6K 1.32M 37.80%
45 2017 Allen L. Dittrich SVP of Omnichannel Customer Experience and Operations 319.3K 162.5K 74.9K 556.7K 29.19%
46 2017 Allen L. Dittrich SVP and Chief Operating Officer 319.3K 162.5K 74.9K 556.7K 29.19%
47 2017 Mark M. DeOrio Vice President of Finance 252.0K 64.6K 219.1K 535.8K 0.00%
48 2017 David Loretta SVP and Chief Financial Officer 144.2K 300.0K 36.4K 18.6K 499.2K 60.10%
49 2017 Dave Loretta SVP and Chief Financial Officer 144.2K 300.0K 36.4K 18.6K 499.2K 60.10%
50 2017 Stephen L. Schlecht Executive Chairman 300.0K 140.2K 440.2K 0.00%
51 2016 Stephanie L. Pugliese President and Chief Executive Officer 430.8K 450.0K 256.1K 1.14M 39.58%
52 2016 Mark M. DeOrio Chief Financial Officer 270.5K 250.0K 80.4K 600.9K 41.60%
53 2016 Mark M. DeOrio Vice President of Finance 270.5K 250.0K 80.4K 600.9K 41.60%
54 2016 Allen L. Dittrich SVP of Omnichannel Customer Experience and Operations 293.1K 87.1K 380.2K 0.00%
55 2016 Stephen L. Schlecht Executive Chairman 300.0K 300.0K 0.00%
56 2015 Allen L. Dittrich SVP of Omnichannel Customer Experience and Operations 268.6K 826.0K 85.0K 381.2K 1.56M 52.92%
57 2015 Stephanie L. Pugliese President and Chief Executive Officer 348.1K 132.0K 312.9K 192.8K 288.8K 1.27M 24.55%
58 2015 Stephen L. Schlecht Executive Chairman 300.0K 70.7K 166.2K 536.9K 0.00%
59 2015 Mark M. DeOrio Chief Financial Officer 258.4K 50.0K 81.8K 390.2K 0.00%
60 2014 Stephanie L. Pugliese President and Chief Executive Officer 298.1K 105.5K 317.7K 164.1K 319.9K 1.21M 26.36%
61 2014 Stephen L. Schlecht Executive Chairman 291.5K 118.0K 158.1K 1.5K 569.1K 0.00%
62 2014 Mark M. DeOrio Chief Financial Officer 242.9K 47.5K 105.6K 2.2K 398.1K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-21 DEFA14A
2026-04-21 DEF 14A
2025-04-11 DEFA14A
2025-04-11 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-29 SD
2026-05-14 SC 13D/A
2026-05-07 4
2026-05-06 4
2026-05-06 4
2026-04-21 DEFA14A
2026-04-21 DEF 14A
2026-04-21 ARS
2026-04-10 4
2026-04-10 4

Executive team

NameTitleCompensationGender
Stephen L. Schlecht Founder, Senior Advisor & Non-Executive Chairman 5M male
Stephanie L. Pugliese President, Chief Executive Officer & Director 2M female
Heena Agrawal Interim Chief Accounting Officer, Senior Vice President & Chief Financial Officer 876.5K female
David S. Homolka Senior Vice President of Talent, Retail Store Operations & Contact Center Operations 677.1K male
Richard W. Schlecht Senior Vice President of Product, Development & Sourcing 330.4K male
Garth N. Weber Senior Vice President and Chief Brand & Marketing Officer male
Wenyu Blanchard Corporate Secretary
ESG Rating
B
APPAREL - RETAIL
Rank: 19 out of 35
2025
E (Environmental)
74.2 / 63.0
Company / Sector avg.
S (Social)
70.2 / 64.8
Company / Sector avg.
G (Governance)
73.5 / 69.1
Company / Sector avg.
ESG Total
72.6 / 65.6
Company / Sector avg.
ESG Score History APPAREL - RETAIL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend history

Earnings history

Earnings reports

Stock splits