Español 
Deutsch 
Français 
MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
Deluxe Corporation (DLX)
USD24.56
-0.60 (-2.37%)
US NYSE S&P 500
Communication Services Advertising Agencies
Address
3680 South Marquette Avenue 55402-2807
Minneapolis, MN, US
Minneapolis, MN, US
CEO
Barry C. McCarthy
Website
deluxe.com
IPO
1980-03-17
CIK 27996 ISIN US2480191012
Description
Deluxe Corporation offers a wide array of technology-driven services tailored for large enterprises, small businesses, and financial institutions across a global footprint that includes the United States, Canada, Australia, South America, and Europe. The company's operations are strategically divided into four main segments: Payments, Cloud Solutions, Promotional Solutions, and Checks. Payments: This segment provides comprehensive treasury management solutions, including services for remittance and lockbox processing, remote deposit capture, efficient receivables management, diverse payment processing, and paperless treasury systems. It also facilitates secure payment exchanges and offers vital fraud and security protection. Cloud Solutions: Through this division, Deluxe delivers services such as website hosting and design, sophisticated data-driven marketing strategies, and a suite of hosted offerings. These encompass tools for digital customer engagement, professional logo design, profitability reporting specifically for financial institutions, and support for business incorporation. Promotional Solutions: Here, the company supplies custom business forms, related accessories, distinct advertising specialty items, branded promotional apparel, and retail packaging services. Checks: This segment continues to produce and supply both personal and business-oriented printed checks. Originally established in 1915 as Deluxe Check Printers, Incorporated, the company officially rebranded as Deluxe Corporation in 1988. Its corporate headquarters are located in Shoreview, Minnesota.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 1986-04-24 | — | Active |
Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary
Loading…
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
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
Loading risk profile…
Price Chart
USD24.56
-0.60 (-2.37%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
466.7K
Beta
1.22
Float Shares
43.65M
Free Float %
96.8%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.90% | -5.74% | -12.12% | -3.43% | +23.83% | +13.35% | +56.04% | +71.94% | -44.34% | -59.14% | +688.47% |
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From
To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
Loading histogram data…
Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (6 ratings, all time)
Buy
Price Targets & DCF
Current price
24.56
Low
27.00
+10.0%
Consensus
27.00
+10.0%
Median
27.00
+10.0%
High
27.00
+10.0%
DCF (Unlevered)
62.76
+155.6%
DCF (Levered)
40.99
+66.9%
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 | — | — |
| All Time | 1 |
27.00
+10.0%
|
Quality scores
Altman Z-Score
1.87
Grey zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
7 / 10
Strong MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Advertising Agencies: +8.1%+0.5% Q1'26: +0.3% (vs Q1'25)
-
EPS growth Advertising Agencies: +38.8%+52.5% ★ Q1'26: +148.4% (vs Q1'25)
-
FCF margin FCF growth · Advertising Agencies: +39.2%+1.5% ★ Q1'26: +5.1% (vs Q1'25)
-
EBIT margin Advertising Agencies: +7.9%+11.5% ★ Q1'26: +13.1% (vs Q1'25)
-
ROIC Advertising Agencies: +6.8%+8.8% ★ Q1'26: +10.3% (vs Q1'25)
-
Share dilution Advertising Agencies: +0.0%+1.7% Q1'26: +2.2% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Advertising Agencies: -1.31×4.09× Q1'26: 3.35× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 2 EPS Ana. |
Dec 2027 2 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
1.47B
est: 1.39B (+6.0%)
|
1.34B
est: 1.16B (+16.1%)
|
1.40B
est: 1.27B (+10.2%)
|
1.42B
est: 1.37B (+3.7%)
|
1.51B
est: 1.38B (+9.6%)
|
1.58B
est: 1.50B (+5.7%)
|
1.67B
est: 1.59B (+5.4%)
|
1.77B
est: 1.77B (+0.1%)
|
1.85B
est: 1.85B (+0.1%)
|
1.97B
est: 1.97B (-0.3%)
|
2.00B
est: 2.00B (+0.1%)
|
2.01B
est: 2.01B (+0.1%)
|
1.79B
est: 1.76B (+1.5%)
|
2.02B
est: 2.00B (+1.2%)
|
2.24B
est: 2.21B (+1.1%)
|
2.19B
est: 2.15B (+2.1%)
|
2.12B
est: 2.13B (-0.5%)
|
2.13B
est: 2.12B (+0.8%)
|
2.06B
2.01B – 2.11B
-2.6% YoY
|
2.07B
2.02B – 2.12B
+0.7% YoY
|
| EBITDA |
274.56M
est: 235.88M (+16.4%)
|
269.07M
est: 228.64M (+17.7%)
|
354.03M
est: 317.12M (+11.6%)
|
337.05M
est: 324.79M (+3.8%)
|
362.03M
est: 328.30M (+10.3%)
|
383.93M
est: 361.56M (+6.2%)
|
398.96M
est: 377.39M (+5.7%)
|
424.95M
est: 408.39M (+4.1%)
|
454.27M
est: 447.39M (+1.5%)
|
456.84M
est: 436.95M (+4.6%)
|
370.84M
est: 345.83M (+7.2%)
|
-55.02M
est: -59.74M (+7.9%)
|
160.74M
est: 104.50M (+53.8%)
|
298.12M
est: 287.58M (+3.7%)
|
351.38M
est: 330.52M (+6.3%)
|
335.15M
est: 459.68M (-27.1%)
|
365.32M
est: 456.35M (-19.9%)
|
379.00M
est: 452.71M (-16.3%)
|
440.79M
430.24M – 451.33M
-2.6% YoY
|
443.85M
431.23M – 454.37M
+0.7% YoY
|
| EBIT |
210.60M
est: 198.81M (+5.9%)
|
201.30M
est: 165.09M (+21.9%)
|
280.11M
est: 252.66M (+10.9%)
|
263.88M
est: 261.15M (+1.0%)
|
297.60M
est: 272.85M (+9.1%)
|
319.36M
est: 299.44M (+6.7%)
|
333.71M
est: 314.14M (+6.2%)
|
348.25M
est: 340.66M (+2.2%)
|
362.69M
est: 363.20M (-0.1%)
|
334.19M
est: 316.98M (+5.4%)
|
239.74M
est: 215.36M (+11.3%)
|
-181.06M
est: -169.24M (-7.0%)
|
49.94M
est: 13.96M (+257.9%)
|
149.36M
est: 140.45M (+6.3%)
|
178.83M
est: 165.39M (+8.1%)
|
165.44M
est: 345.36M (-52.1%)
|
199.78M
est: 342.86M (-41.7%)
|
245.20M
est: 340.12M (-27.9%)
|
331.16M
323.24M – 339.09M
-2.6% YoY
|
333.46M
323.98M – 341.37M
+0.7% YoY
|
| Net Income |
101.60M
est: 96.86M (+4.9%)
|
99.40M
est: 86.50M (+14.9%)
|
152.62M
est: 137.66M (+10.9%)
|
144.60M
est: 139.25M (+3.8%)
|
170.50M
est: 154.07M (+10.7%)
|
186.70M
est: 175.82M (+6.2%)
|
199.80M
est: 188.49M (+6.0%)
|
218.60M
est: 210.05M (+4.1%)
|
229.40M
est: 225.89M (+1.6%)
|
230.20M
est: 221.18M (+4.1%)
|
155.90M
est: 139.27M (+11.9%)
|
-223.78M
est: -199.72M (-12.0%)
|
5.24M
est: -10.19M (+151.5%)
|
62.63M
est: 216.33M (-71.0%)
|
65.40M
est: 70.61M (-7.4%)
|
26.12M
est: 39.76M (-34.3%)
|
52.80M
est: 147.91M (-64.3%)
|
85.20M
est: 161.53M (-47.3%)
|
176.24M
174.52M – 177.95M
+9.1% YoY
|
190.19M
189.76M – 190.62M
+7.9% YoY
|
| SGA |
671.00M
est: 629.56M (+6.6%)
|
616.50M
est: 514.11M (+19.9%)
|
624.30M
est: 557.85M (+11.9%)
|
640.20M
est: 616.59M (+3.8%)
|
680.20M
est: 615.17M (+10.6%)
|
691.40M
est: 651.81M (+6.1%)
|
719.20M
est: 679.72M (+5.8%)
|
774.90M
est: 745.19M (+4.0%)
|
806.00M
est: 793.95M (+1.5%)
|
828.80M
est: 790.21M (+4.9%)
|
845.60M
est: 797.72M (+6.0%)
|
891.69M
est: 741.15M (+20.3%)
|
839.81M
est: 639.23M (+31.4%)
|
941.02M
est: 896.72M (+4.9%)
|
993.25M
est: 940.85M (+5.6%)
|
956.07M
est: 937.09M (+2.0%)
|
909.17M
est: 930.30M (-2.3%)
|
869.40M
est: 922.87M (-5.8%)
|
898.57M
877.08M – 920.07M
-2.6% YoY
|
904.81M
879.08M – 926.25M
+0.7% YoY
|
| EPS |
1.99
est: 2.19 (-9.1%)
|
1.94
est: 1.79 (+8.4%)
|
2.97
est: 2.62 (+13.4%)
|
2.85
est: 2.89 (-1.4%)
|
3.37
est: 2.91 (+15.8%)
|
3.71
est: 3.45 (+7.5%)
|
4.02
est: 3.77 (+6.6%)
|
4.46
est: 4.55 (-1.9%)
|
4.73
est: 4.96 (-4.7%)
|
4.80
est: 5.27 (-8.9%)
|
3.33
est: 5.63 (-40.8%)
|
-4.65
est: 6.54 (-171.1%)
|
0.21
est: 4.88 (-95.7%)
|
1.48
est: 4.84 (-69.4%)
|
1.52
est: 4.06 (-62.6%)
|
0.60
est: 0.87 (-31.1%)
|
1.20
est: 3.24 (-63.0%)
|
1.87
est: 3.55 (-47.3%)
|
3.87
3.84 – 3.91
+9.1% YoY
|
4.18
4.17 – 4.19
+7.9% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-11 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-08 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-07 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-06 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-05 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-04 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-01 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-30 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-29 | B | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-28 | B | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-27 | B | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-24 | B | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-23 | B | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-22 | B | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-21 | B | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-17 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-16 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-15 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
204.58M
OE per share TTM
4.46
Owner's Yield
16.85%
Maintenance CapEx ratio
0.35%
Maint CapEx / Avg PPE
7.6%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
57
Total invested
94.21M
Insider transactions (90d)
9
Beneficial owners (>5%)
25
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 6.93M | 16.30% | 6.85M | — | 6.93M | — | HC | Delaware | 2022-01-25 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 4.57M | 10.72% | — | 38.6K | 4.49M | 77.2K | IA | — | 2022-02-09 | ↗ |
| 3 | FMR LLC | 3.97M | 8.06% | 61.9K | — | 3.97M | — | HC | Delaware | 2016-02-12 | ↗ |
| 4 | Edward C. Johnson 3d | 3.20M | 6.26% | — | — | 3.20M | — | IN | United States of America | 2010-02-16 | ↗ |
| 5 | First Trust Portfolios L.P., First Trust Advisors L.P., The Charger Corporation | 2.55M | 5.00% | — | — | — | 1.72M | BD, IA, HC | Illinois, U.S.A. | 2012-01-12 | ↗ |
| 6 | First Trust Portfolios L.P.; First Trust Advisors L.P.; The Charger Corporation | 2.55M | 5.00% | — | — | — | 1.72M | BD, IA, HC | Illinois, U.S.A. | 2012-01-12 | ↗ |
| 7 | American Century Capital Portfolios, Inc. | 2.28M | 5.35% | 2.28M | — | 2.28M | — | IV | Maryland | 2022-02-04 | ↗ |
| 8 | 06-1456821 | 2.28M | 4.60% | 46.6K | — | 46.6K | — | PN | Number | 2004-06-28 | ↗ |
| 9 | persons ( | 2.28M | 4.60% | 1.48M | — | 1.48M | — | PN | Number | 2004-06-28 | ↗ |
| 10 | 23-2772200 | 2.09M | 4.91% | 1.47M | — | 2.09M | — | IA | State of Delaware | 2022-02-11 | ↗ |
| 11 | 943112180 | 1.92M | 3.11% | 1.91M | 3.8K | 1.91M | 3.8K | BK | U.S.A. | 2003-02-12 | ↗ |
| 12 | 04-1867445 | 1.66M | 3.20% | 1.66M | — | — | 1.66M | BK | BOSTON, MASSACHUSETTS | 2009-02-18 | ↗ |
| 13 | NFJ INVESTMENT GROUP L.P. | 1.24M | 2.40% | 1.24M | — | 1.24M | — | IA | Delaware | 2008-02-12 | ↗ |
| 14 | BARCLAYS GLOBAL INVESTORS, LTD | 87.4K | 0.14% | 87.4K | — | 87.4K | — | BK | England | 2003-02-12 | ↗ |
| 15 | BARCLAYS CAPITAL SECURITIES LIMITED | 3.3K | 0.01% | 3.3K | — | 3.3K | — | BK | England. | 2003-02-12 | ↗ |
| 16 | 86-1069224 | — | 0.00% | — | — | — | — | PN | Number | 2004-06-28 | ↗ |
| 17 | ALLIANZ GLOBAL INVESTORS MANAGED ACCOUNTS LLC | — | 0.00% | — | — | — | — | IA, OO | Delaware | 2008-02-12 | ↗ |
| 18 | BARCLAYS BANK PLC | — | 0.00% | — | — | — | — | BK | England | 2003-02-12 | ↗ |
| 19 | BARCLAYS BANK TRUST COMPANY LIMITED | — | 0.00% | — | — | — | — | BK | England | 2003-02-12 | ↗ |
| 20 | BARCLAYS CAPITAL INVESTMENTS | — | 0.00% | — | — | — | — | BK | England. | 2003-02-12 | ↗ |
| 21 | BARCLAYS LIFE ASSURANCE COMPANY LIMITED | — | 0.00% | — | — | — | — | BK | England | 2003-02-12 | ↗ |
| 22 | BARCLAYS PRIVATE BANK & TRUST (ISLE OF MAN) LIMITED | — | 0.00% | — | — | — | — | BK | England. | 2003-02-12 | ↗ |
| 23 | BARCLAYS PRIVATE BANK AND TRUST (JERSEY) LIMITED | — | 0.00% | — | — | — | — | BK | England | 2003-02-12 | ↗ |
| 24 | BARCLAYS PRIVATE BANK AND TRUST LIMITED (Sussie) | — | 0.00% | — | — | — | — | BK | U.S.A. | 2003-02-12 | ↗ |
| 25 | BARCLAYS TRUST AND BANKING COMPANY (JAPAN) LIMITED | — | 0.00% | — | — | — | — | BK | Japan | 2003-02-12 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
57
-177 vs prev Q
New positions
11
Closed positions
185
Increased
29
Reduced
14
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 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 29.8K +29.8K (+100.0%) | 665.00M +665.0M (+100.0%) | 0.06% +0.065 pp | 0.00% +0.001 pp | USD22.33 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 6.73M +156.4K (+2.4%) | 150.30M +23.0M (+18.1%) | 14.66% +0.119 pp | 0.00% +0.000 pp | USD19.56 +14.2% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 4.96M +35.0K (+0.7%) | 110.66M +15.4M (+16.2%) | 10.80% -0.090 pp | 0.00% +0.000 pp | USD58.22 -61.6% | 84 qtrs — |
| 4 | STATE STREET CORP | 2.92M +25.2K (+0.9%) | 65.10M +9.1M (+16.3%) | 6.35% -0.043 pp | 0.00% +0.000 pp | USD28.09 -20.5% | 51 qtrs — |
| 5 | DIMENSIONAL FUND ADVISORS LP | 2.65M +57.7K (+2.2%) | 59.22M +9.0M (+17.9%) | 5.78% +0.038 pp | 0.01% +0.002 pp | USD29.38 -24.0% | 51 qtrs — |
| 6 | DEPRINCE RACE & ZOLLO INC | 2.08M +8.8K (+0.4%) | 46.46M +6.4M (+15.8%) | 4.53% -0.051 pp | 0.89% +0.085 pp | USD30.57 -27.0% | 21 qtrs — |
| 7 | LSV ASSET MANAGEMENT | 1.93M +113.0K (+6.2%) | 43.12M +7.9M (+22.5%) | 4.21% +0.185 pp | 0.09% +0.016 pp | USD40.76 -45.2% | 59 qtrs — |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.11M +136.1K (+14.0%) | 24.78M +5.9M (+31.5%) | 2.44% +0.285 pp | 0.00% +0.001 pp | USD28.27 -21.0% | 100 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.05M -12.2K (-1.1%) | 23.53M +2.9M (+14.0%) | 2.30% -0.063 pp | 0.00% +0.000 pp | USD37.01 -39.7% | 78 qtrs — |
| 10 | PRUDENTIAL FINANCIAL INC | 799.6K -27.1K (-3.3%) | 17.85M +1.9M (+11.6%) | 1.74% -0.087 pp | 0.02% +0.003 pp | USD19.89 +12.3% | 85 qtrs — |
| 11 | GOLDMAN SACHS GROUP INC | 726.2K +61.1K (+9.2%) | 16.22M +3.3M (+25.9%) | 1.58% +0.111 pp | 0.00% +0.000 pp | USD26.07 -14.3% | 73 qtrs — |
| 12 | MORGAN STANLEY | 719.5K -44.7K (-5.8%) | 16.07M +1.3M (+8.6%) | 1.57% -0.123 pp | 0.00% +0.000 pp | USD26.30 -15.1% | 51 qtrs — |
| 13 | INVESCO LTD. | 681.2K +246.8K (+56.8%) | 15.21M +6.8M (+80.9%) | 1.48% +0.523 pp | 0.00% +0.001 pp | USD23.01 -3.0% | 57 qtrs — |
| 14 | AMERICAN CENTURY COMPANIES INC | 678.8K -567.3K (-45.5%) | 15.16M -9.0M (-37.2%) | 1.49% -1.265 pp | 0.01% -0.005 pp | USD33.89 -34.1% | 51 qtrs — |
| 15 | AQR CAPITAL MANAGEMENT LLC | 648.1K -93.6K (-12.6%) | 14.47M +111.9K (+0.8%) | 1.42% -0.217 pp | 0.01% -0.002 pp | USD17.30 +29.1% | 15 qtrs — |
| 16 | ROYAL BANK OF CANADA | 627.0K -29.3K (-4.5%) | 14.00M +1.3M (+10.2%) | 1.37% -0.086 pp | 0.00% +0.000 pp | USD17.99 +24.1% | 51 qtrs — |
| 17 | BANK OF NEW YORK MELLON CORP | 620.2K +13.0K (+2.1%) | 13.85M +2.1M (+17.8%) | 1.35% +0.008 pp | 0.00% +0.000 pp | USD40.99 -45.5% | 66 qtrs — |
| 18 | RUSSELL INVESTMENTS GROUP, LTD. | 613.1K +9.9K (+1.6%) | 13.69M +2.0M (+17.2%) | 1.35% +0.013 pp | 0.01% +0.002 pp | USD28.78 -22.4% | 37 qtrs — |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 586.6K -52.6K (-8.2%) | 13.10M +723.9K (+5.8%) | 1.28% -0.136 pp | 0.27% +0.011 pp | USD17.24 +29.5% | 14 qtrs — |
| 20 | NORTHERN TRUST CORP | 501.2K -21.7K (-4.1%) | 11.19M +1.1M (+10.6%) | 1.10% -0.055 pp | 0.00% +0.000 pp | USD37.82 -41.0% | 51 qtrs — |
| 21 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 357.0K +14.2K (+4.1%) | 7.97M +1.3M (+20.1%) | 0.78% +0.019 pp | 0.02% +0.000 pp | USD19.56 +14.2% | 9 qtrs — |
| 22 | NUVEEN, LLC | 318.5K +8.5K (+2.7%) | 7.11M +1.1M (+18.5%) | 0.69% +0.008 pp | 0.00% +0.000 pp | USD15.98 +39.7% | 4 qtrs — |
| 23 | BANK OF AMERICA CORP /DE/ | 277.5K -33.1K (-10.7%) | 6.20M +182.8K (+3.0%) | 0.60% -0.083 pp | 0.00% +0.000 pp | USD21.42 +4.2% | 52 qtrs — |
| 24 | EMPOWERED FUNDS, LLC | 246.4K +552.0 (+0.2%) | 5.50M +742.3K (+15.6%) | 0.54% -0.007 pp | 0.04% -0.004 pp | USD18.86 +18.4% | 11 qtrs — |
| 25 | PRINCIPAL FINANCIAL GROUP INC | 214.5K -2.2K (-1.0%) | 4.79M +594.3K (+14.2%) | 0.47% -0.012 pp | 0.00% +0.000 pp | USD33.51 -33.4% | 81 qtrs — |
| 26 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 214.4K +35.6K (+19.9%) | 4.79M +1.3M (+38.3%) | 0.47% +0.072 pp | 0.03% +0.006 pp | USD19.85 +12.5% | 7 qtrs — |
| 27 | ICON ADVISERS INC/CO | 210.0K +210.0K (+100.0%) | 4.69M +4.7M (+100.0%) | 0.46% +0.462 pp | 1.01% +1.013 pp | USD22.33 +0.0% | 1 qtrs NEW |
| 28 | NEW YORK STATE COMMON RETIREMENT FUND | 192.3K +— (+0.0%) | 4.29M +571.1K (+15.3%) | 0.42% -0.007 pp | 0.01% +0.001 pp | USD23.08 -3.2% | 103 qtrs — |
| 29 | WELLS FARGO & COMPANY/MN | 167.0K +20.2K (+13.8%) | 3.73M +887.8K (+31.2%) | 0.36% +0.039 pp | 0.00% +0.000 pp | USD27.24 -18.0% | 57 qtrs — |
| 30 | SEGALL BRYANT & HAMILL, LLC | 160.2K +114.1K (+248.1%) | 3.58M +2.7M (+301.5%) | 0.35% +0.250 pp | 0.05% +0.037 pp | USD21.48 +4.0% | 7 qtrs — |
| 31 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 155.5K -19.5K (-11.2%) | 3.47M +83.7K (+2.5%) | 0.34% -0.046 pp | 0.01% -0.001 pp | USD22.29 +0.2% | 28 qtrs — |
| 32 | FIRST TRUST ADVISORS LP | 146.7K +4.5K (+3.1%) | 3.28M +522.1K (+19.0%) | 0.32% +0.008 pp | 0.00% +0.000 pp | USD19.45 +14.8% | 2 qtrs — |
| 33 | LAZARD ASSET MANAGEMENT LLC | 144.1K -2.3K (-1.6%) | 3.22M +382.8K (+13.5%) | 0.31% -0.010 pp | 0.01% +0.002 pp | USD20.34 +9.8% | 11 qtrs — |
| 34 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 138.5K -5.1K (-3.6%) | 3.09M +312.7K (+11.2%) | 0.30% -0.016 pp | 0.02% +0.002 pp | USD17.89 +24.8% | 11 qtrs — |
| 35 | UBS GROUP AG | 134.9K -22.9K (-14.5%) | 3.01M -42.5K (-1.4%) | 0.29% -0.055 pp | 0.00% +0.000 pp | USD22.05 +1.3% | 45 qtrs — |
| 36 | ALLIANZ ASSET MANAGEMENT GMBH | 134.2K +45.9K (+52.0%) | 3.00M +1.3M (+75.4%) | 0.29% +0.097 pp | 0.00% +0.001 pp | USD19.43 +14.9% | 3 qtrs — |
| 37 | VICTORY CAPITAL MANAGEMENT INC | 130.1K -200.0 (-0.2%) | 2.91M +382.6K (+15.2%) | 0.29% -0.002 pp | 0.00% +0.000 pp | USD22.81 -2.1% | 26 qtrs — |
| 38 | ADVISORS ASSET MANAGEMENT, INC. | 128.8K +42.2K (+48.7%) | 2.88M +1.2M (+71.5%) | 0.28% +0.089 pp | 0.05% +0.020 pp | USD21.03 +6.2% | 5 qtrs — |
| 39 | RHUMBLINE ADVISERS | 127.3K -7.0K (-5.2%) | 2.84M +243.0K (+9.4%) | 0.28% -0.020 pp | 0.00% +0.000 pp | USD35.60 -37.3% | 55 qtrs — |
| 40 | SEI INVESTMENTS CO | 126.9K +93.6K (+281.4%) | 2.83M +2.2M (+339.9%) | 0.28% +0.205 pp | 0.00% +0.002 pp | USD25.71 -13.1% | 45 qtrs — |
| 41 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 124.2K +166.0 (+0.1%) | 2.78M +377.5K (+15.7%) | 0.27% -0.004 pp | 0.00% +0.001 pp | USD22.02 +1.4% | 5 qtrs — |
| 42 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 121.1K +120.5K (+22,156.6%) | 2.70M +2.7M (+24,481.8%) | 0.27% +0.265 pp | 0.00% +0.003 pp | USD22.30 +0.1% | 3 qtrs — |
| 43 | LEGAL & GENERAL GROUP PLC | 115.6K -2.2K (-1.9%) | 2.58M +300.0K (+13.2%) | 0.25% -0.009 pp | 0.00% +0.000 pp | USD38.32 -41.7% | 60 qtrs — |
| 44 | IEQ CAPITAL, LLC | 100.9K -5.8K (-5.4%) | 2.25M +188.2K (+9.1%) | 0.22% -0.016 pp | 0.01% +0.001 pp | USD17.61 +26.8% | 3 qtrs — |
| 45 | AMERIPRISE FINANCIAL INC | 97.3K -5.3K (-5.2%) | 2.17M +185.4K (+9.3%) | 0.21% -0.013 pp | 0.00% +0.000 pp | USD32.83 -32.0% | 55 qtrs — |
| 46 | WEDGE CAPITAL MANAGEMENT L L P/NC | 94.9K -1.2K (-1.3%) | 2.12M +258.2K (+13.9%) | 0.21% -0.006 pp | 0.04% +0.007 pp | USD19.32 +15.6% | 5 qtrs — |
| 47 | SWISS NATIONAL BANK | 88.5K +2.7K (+3.1%) | 1.98M +315.1K (+19.0%) | 0.19% +0.003 pp | 0.00% +0.000 pp | USD41.16 -45.7% | 51 qtrs — |
| 48 | JUPITER ASSET MANAGEMENT LTD | 86.9K -12.3K (-12.4%) | 1.94M +19.6K (+1.0%) | 0.19% -0.030 pp | 0.02% -0.001 pp | USD18.86 +18.4% | 6 qtrs — |
| 49 | UBS ASSET MANAGEMENT AMERICAS INC | 85.7K -1.9K (-2.1%) | 1.91M +218.3K (+12.9%) | 0.19% -0.007 pp | 0.00% +0.000 pp | USD24.02 -7.0% | 52 qtrs — |
| 50 | SQUAREPOINT OPS LLC | 83.7K +3.3K (+4.0%) | 1.87M +311.6K (+20.0%) | 0.18% +0.006 pp | 0.00% +0.000 pp | USD18.79 +18.8% | 6 qtrs — |
| 51 | STATE OF TENNESSEE, TREASURY DEPARTMENT | 66.0K +23.1K (+53.8%) | 1.74M +912.2K (+109.7%) | 0.14% +0.049 pp | 0.01% +0.003 pp | USD24.41 -8.5% | 50 qtrs — |
| 52 | CITIGROUP INC | 77.8K +56.0K (+257.7%) | 1.74M +1.3M (+312.6%) | 0.17% +0.123 pp | 0.00% +0.001 pp | USD21.23 +5.2% | 108 qtrs — |
| 53 | BARCLAYS PLC | 77.4K -71.0K (-47.8%) | 1.73M -1.2M (-40.2%) | 0.17% -0.160 pp | 0.00% 0.000 pp | USD20.13 +10.9% | 51 qtrs — |
| 54 | CREATIVE PLANNING | 77.3K +35.7K (+85.7%) | 1.73M +919.9K (+114.1%) | 0.17% +0.078 pp | 0.00% +0.001 pp | USD20.36 +9.7% | 57 qtrs — |
| 55 | VOYA INVESTMENT MANAGEMENT LLC | 75.1K +1.2K (+1.6%) | 1.68M +246.2K (+17.2%) | 0.16% +0.000 pp | 0.00% +0.000 pp | USD19.89 +12.3% | 51 qtrs — |
| 56 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 74.9K -1.1K (-1.5%) | 1.67M +200.0K (+13.6%) | 0.16% -0.005 pp | 0.00% +0.000 pp | USD33.69 -33.7% | 51 qtrs — |
| 57 | MILLENNIUM MANAGEMENT LLC | 68.2K +48.2K (+240.6%) | 1.52M +1.1M (+292.9%) | 0.15% +0.104 pp | 0.00% +0.001 pp | USD20.71 +7.8% | 12 qtrs — |
| 58 | JPMORGAN CHASE & CO | 64.6K +45.5K (+238.5%) | 1.44M +1.1M (+290.4%) | 0.14% +0.100 pp | 0.00% +0.000 pp | USD22.37 -0.2% | 51 qtrs — |
| 59 | CERITY PARTNERS LLC | 62.1K -2.4K (-3.7%) | 1.39M +138.2K (+11.1%) | 0.14% -0.007 pp | 0.00% +0.000 pp | USD19.31 +15.6% | 8 qtrs — |
| 60 | SCHRODER INVESTMENT MANAGEMENT GROUP | 58.9K +58.9K (+100.0%) | 1.33M +1.3M (+100.0%) | 0.13% +0.130 pp | 0.00% +0.001 pp | USD22.33 +0.0% | 1 qtrs NEW |
| 61 | INTECH INVESTMENT MANAGEMENT LLC | 57.3K +33.1K (+136.4%) | 1.28M +810.0K (+172.7%) | 0.12% +0.071 pp | 0.01% +0.007 pp | USD21.71 +2.9% | 6 qtrs — |
| 62 | CAMPBELL & CO INVESTMENT ADVISER LLC | 56.8K -2.8K (-4.7%) | 1.27M +114.7K (+9.9%) | 0.12% -0.008 pp | 0.06% -0.026 pp | USD17.46 +27.9% | 6 qtrs — |
| 63 | HSBC HOLDINGS PLC | 54.4K +14.9K (+37.8%) | 1.22M +459.5K (+60.6%) | 0.12% +0.031 pp | 0.00% +0.000 pp | USD18.70 +19.4% | 8 qtrs — |
| 64 | SEQUOIA FINANCIAL ADVISORS, LLC | 54.4K +1.2K (+2.3%) | 1.21M +184.7K (+17.9%) | 0.12% +0.001 pp | 0.01% +0.001 pp | USD18.43 +21.2% | 5 qtrs — |
| 65 | ALLIANCEBERNSTEIN L.P. | 54.0K -5.2K (-8.7%) | 1.21M +60.7K (+5.3%) | 0.12% -0.013 pp | 0.00% +0.000 pp | USD39.42 -43.4% | 61 qtrs — |
| 66 | LPL FINANCIAL LLC | 53.6K +2.1K (+4.1%) | 1.20M +199.8K (+20.0%) | 0.12% +0.003 pp | 0.00% +0.000 pp | USD16.52 +35.2% | 4 qtrs — |
| 67 | FRANKLIN RESOURCES INC | 50.3K +1.2K (+2.4%) | 1.12M +172.5K (+18.1%) | 0.11% +0.001 pp | 0.00% +0.000 pp | USD18.44 +21.1% | 8 qtrs — |
| 68 | SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 50.2K +— (+0.0%) | 1.12M +149.1K (+15.3%) | 0.11% -0.002 pp | 0.64% +0.070 pp | USD19.34 +15.5% | 6 qtrs — |
| 69 | MORK CAPITAL MANAGEMENT, LLC | 48.5K -40.7K (-45.6%) | 1.08M -643.0K (-37.2%) | 0.11% -0.092 pp | 0.66% -0.528 pp | USD19.25 +16.0% | 5 qtrs — |
| 70 | ENGINEERS GATE MANAGER LP | 48.2K +15.1K (+45.5%) | 1.08M +435.3K (+67.8%) | 0.11% +0.033 pp | 0.01% +0.005 pp | USD18.21 +22.6% | 7 qtrs — |
| 71 | ROUND HILL ASSET MANAGEMENT | 46.3K -216.0 (-0.5%) | 1.03M +133.3K (+14.8%) | 0.10% -0.002 pp | 0.65% +0.059 pp | USD44.08 -49.3% | 37 qtrs — |
| 72 | VIRGINIA RETIREMENT SYSTEMS ET AL | 43.4K -4.1K (-8.6%) | 969.1K +49.5K (+5.4%) | 0.09% -0.011 pp | 0.01% 0.000 pp | USD15.92 +40.3% | 4 qtrs — |
| 73 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 42.1K -15.4K (-26.8%) | 940.0K -171.0K (-15.4%) | 0.09% -0.035 pp | 0.00% +0.000 pp | USD28.43 -21.5% | 49 qtrs — |
| 74 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 40.8K -31.0 (-0.1%) | 911.9K +120.7K (+15.3%) | 0.09% -0.001 pp | 0.00% +0.000 pp | USD43.81 -49.0% | 52 qtrs — |
| 75 | VERSOR INVESTMENTS LP | 39.7K +28.9K (+268.1%) | 886.1K +677.4K (+324.5%) | 0.09% +0.063 pp | 0.14% +0.100 pp | USD20.59 +8.5% | 3 qtrs — |
| 76 | PRICE T ROWE ASSOCIATES INC /MD/ | 39.3K -4.7K (-10.6%) | 878.0K +26.0K (+3.1%) | 0.09% -0.012 pp | 0.00% +0.000 pp | USD29.15 -23.4% | 75 qtrs — |
| 77 | QUEST PARTNERS LLC | 39.3K +23.1K (+142.9%) | 877.2K +564.1K (+180.1%) | 0.09% +0.050 pp | 0.05% +0.029 pp | USD19.78 +12.9% | 8 qtrs — |
| 78 | PICTON MAHONEY ASSET MANAGEMENT | 39.3K -4.3K (-9.9%) | 877.1K +32.1K (+3.8%) | 0.09% -0.011 pp | 0.01% -0.001 pp | USD19.36 +15.3% | 2 qtrs — |
| 79 | COMERICA BANK | 38.5K -4.3K (-10.1%) | 860.0K +31.0K (+3.7%) | 0.08% -0.011 pp | 0.00% +0.000 pp | USD19.50 +14.5% | 10 qtrs — |
| 80 | CITADEL ADVISORS LLC | 37.9K +1.7K (+4.7%) | 846.3K +145.5K (+20.8%) | 0.08% +0.003 pp | 0.00% +0.000 pp | USD18.79 +18.8% | 23 qtrs — |
| 81 | DEUTSCHE BANK AG\ | 37.3K +1.9K (+5.3%) | 833.0K +147.0K (+21.4%) | 0.08% +0.004 pp | 0.00% +0.000 pp | USD23.43 -4.7% | 50 qtrs — |
| 82 | ALPS ADVISORS INC | 37.0K +— (+0.0%) | 825.8K +109.8K (+15.3%) | 0.08% -0.001 pp | 0.00% +0.001 pp | USD19.60 +13.9% | 6 qtrs — |
| 83 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 35.6K +35.6K (+100.0%) | 794.5K +794.5K (+100.0%) | 0.08% +0.078 pp | 0.00% +0.005 pp | USD22.33 +0.0% | 1 qtrs NEW |
| 84 | GUGGENHEIM CAPITAL LLC | 34.6K +1.3K (+3.9%) | 771.6K +128.0K (+19.9%) | 0.08% +0.002 pp | 0.01% +0.001 pp | USD18.30 +22.0% | 6 qtrs — |
| 85 | NATIXIS | 34.5K +34.5K (+100.0%) | 770.4K +770.4K (+100.0%) | 0.08% +0.076 pp | 0.00% +0.003 pp | USD22.33 +0.0% | 1 qtrs NEW |
| 86 | CWM, LLC | 33.8K -2.7K (-7.4%) | 755.0K +48.0K (+6.8%) | 0.07% -0.007 pp | 0.00% 0.000 pp | USD17.60 +26.9% | 14 qtrs — |
| 87 | GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 33.7K +— (+0.0%) | 753.3K +100.2K (+15.3%) | 0.07% -0.001 pp | 0.00% +0.000 pp | USD29.54 -24.4% | 26 qtrs — |
| 88 | SG AMERICAS SECURITIES, LLC | 33.0K +6.6K (+24.8%) | 738.0K +226.0K (+44.1%) | 0.07% +0.013 pp | 0.00% -0.001 pp | USD19.95 +11.9% | 8 qtrs — |
| 89 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32.2K -17.6K (-35.3%) | 719.0K -245.1K (-25.4%) | 0.07% -0.040 pp | 0.00% +0.000 pp | USD19.24 +16.1% | 12 qtrs — |
| 90 | QUANTINNO CAPITAL MANAGEMENT LP | 31.8K +5.3K (+19.8%) | 710.5K +196.3K (+38.2%) | 0.07% +0.011 pp | 0.00% +0.000 pp | USD18.26 +22.3% | 4 qtrs — |
| 91 | THRIVENT FINANCIAL FOR LUTHERANS | 31.0K -1.5K (-4.5%) | 692.0K +64.0K (+10.2%) | 0.07% -0.004 pp | 0.00% +0.000 pp | USD33.17 -32.7% | 66 qtrs — |
| 92 | IPSEN ADVISOR GROUP LLC | 30.7K +1.0K (+3.5%) | 685.9K +111.2K (+19.4%) | 0.07% +0.001 pp | 0.49% +0.074 pp | USD21.64 +3.2% | 5 qtrs — |
| 93 | WESTSIDE INVESTMENT MANAGEMENT, INC. | 30.6K -5.4K (-15.1%) | 684.1K -14.3K (-2.1%) | 0.07% -0.013 pp | 0.11% -0.002 pp | USD26.44 -15.5% | 24 qtrs — |
| 94 | MACKENZIE FINANCIAL CORP | 29.5K -92.0 (-0.3%) | 666.4K +94.1K (+16.5%) | 0.06% -0.001 pp | 0.00% +0.000 pp | USD20.96 +6.5% | 6 qtrs — |
| 95 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 27.7K +5.1K (+22.7%) | 618.0K +181.0K (+41.4%) | 0.06% +0.010 pp | 0.01% +0.002 pp | USD27.52 -18.9% | 26 qtrs — |
| 96 | FIFTH THIRD BANCORP | 26.8K +12.0 (+0.0%) | 597.5K +79.7K (+15.4%) | 0.06% -0.001 pp | 0.00% +0.000 pp | USD34.46 -35.2% | 51 qtrs — |
| 97 | KENDALL CAPITAL MANAGEMENT | 26.7K -2.2K (-7.7%) | 595.3K +36.1K (+6.5%) | 0.06% -0.006 pp | 0.12% -0.002 pp | USD21.36 +4.5% | 7 qtrs — |
| 98 | HUDSON PORTFOLIO MANAGEMENT LLC | 26.6K +1.3K (+5.1%) | 593.8K +104.1K (+21.3%) | 0.06% +0.003 pp | 0.51% +0.078 pp | USD19.59 +14.0% | 6 qtrs — |
| 99 | METLIFE INVESTMENT MANAGEMENT, LLC | 25.3K +1.6K (+6.7%) | 564.7K +105.8K (+23.0%) | 0.06% +0.003 pp | 0.00% +0.001 pp | USD50.20 -55.5% | 33 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 153 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Towle Value ETF TCV | 2.34% | 4.24M | 0.85% |
| 2 | Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD | 1.78% | 1.29M | 0.30% |
| 3 | First Trust Dow Jones Select MicroCap Index Fund FDM | 1.43% | 3.72M | 0.65% |
| 4 | State Street SPDR S&P Global Dividend Aristocrats UCITS ETF GLDV.L | 1.21% | 19.61M | 0.45% |
| 5 | State Street SPDR S&P Global Dividend ETF WDIV | 1.07% | 2.86M | 0.40% |
| 6 | Burney U.S. Factor Rotation ETF BRNY | 0.99% | 4.60M | 0.79% |
| 7 | Invesco S&P SmallCap Value with Momentum ETF XSVM | 0.94% | 6.20M | 0.37% |
| 8 | Invesco S&P SmallCap 600 Pure Value ETF RZV | 0.62% | 1.74M | 0.35% |
| 9 | Hartford Multifactor Small Cap ETF ROSC | 0.47% | 290.7K | 0.34% |
| 10 | KraneShares Value Line Dynamic Dividend Equity Index ETF KVLE | 0.40% | 159.7K | 0.56% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.73
Neutral
Ratio by volume
1.68
Bullish
Buys
46
Sells
63
Shares acquired
963.5K
Shares disposed
572.4K
Cash buys
—
Cash sales
—
Net activity
+391,097
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-23 | Yancy Telisa L | Director | M-Exempt | D | Restricted Stock Unit | 10,349 | 0.00 | — | 0 | D | ↗ |
| 2026-04-23 | Stauch John L | Director | M-Exempt | D | Restricted Stock Unit | 10,349 | 0.00 | — | 0 | D | ↗ |
| 2026-04-23 | Schuessler Morgan M | Director | M-Exempt | D | Restricted Stock Unit | 10,349 | 0.00 | — | 0 | D | ↗ |
| 2026-04-23 | REDDIN THOMAS | Director | M-Exempt | A | Common Stock | 10,349 | 0.00 | — | 31,856 | D | ↗ |
| 2026-04-23 | MCKISSACK CHERYL MAYBERRY | Director | M-Exempt | D | Restricted Stock Unit | 10,349 | 0.00 | — | 0 | D | ↗ |
| 2026-04-23 | GARCIA PAUL R | Director | M-Exempt | D | Restricted Stock Unit | 10,349 | 0.00 | — | 0 | D | ↗ |
| 2026-04-23 | Cummins Hugh S. III | Director | M-Exempt | D | Restricted Stock Unit | 10,349 | 0.00 | — | 0 | D | ↗ |
| 2026-04-23 | Collins Michelle T | Director | A-Award | A | Restricted Stock Unit | 5,286 | 0.00 | — | 5,286 | D | ↗ |
| 2026-04-23 | Brown Angela L | Director | M-Exempt | D | Restricted Stock Unit | 10,349 | 0.00 | — | 0 | D | ↗ |
| 2026-03-13 | Yancy Telisa L | Director | J-Other | A | Common Stock | 0 | 15.84 | — | 44,984 | D | ↗ |
| 2026-03-13 | Cummins Hugh S. III | Director | A-Award | A | Common Stock | 1,036 | 26.56 | 27.5K | 1,036 | D | ↗ |
| 2026-03-13 | Brown Angela L | Director | A-Award | A | Common Stock | 1,036 | 26.56 | 27.5K | 13,505 | D | ↗ |
| 2026-02-19 | Zint William C | Officer | M-Exempt | D | Restricted Stock Unit | 11,198 | 0.00 | — | 22,397 | D | ↗ |
| 2026-02-19 | Moyer Kelly | Officer | F-InKind | D | Common Stock | 1,626 | 27.32 | 44.4K | 5,083 | D | ↗ |
| 2026-02-19 | McCarthy Barry C | Director / Officer | M-Exempt | D | Restricted Stock Unit | 51,325 | 0.00 | — | 102,650 | D | ↗ |
| 2026-02-19 | Mahony Brian | Officer | M-Exempt | A | Common Stock | 5,132 | 0.00 | — | 5,132 | D | ↗ |
| 2026-02-19 | Lazzaretti Kristopher D | Officer | F-InKind | D | Common Stock | 953 | 27.32 | 26.0K | 28,847 | D | ↗ |
| 2026-02-19 | Jeyaprakasam Yogaraj | Officer | M-Exempt | D | Restricted Stock Unit | 10,265 | 0.00 | — | 20,530 | D | ↗ |
| 2026-02-19 | Engelhardt Tracey G | Officer | M-Exempt | D | Restricted Stock Unit | 13,298 | 0.00 | — | 26,596 | D | ↗ |
| 2026-02-19 | Cross Kimberly D | Officer | M-Exempt | A | Common Stock | 3,732 | 0.00 | — | 14,151 | D | ↗ |
| 2026-02-19 | Cotter Jeffrey Louis | Officer | M-Exempt | A | Common Stock | 9,332 | 0.00 | — | 73,156 | D | ↗ |
| 2026-02-19 | Capers Garry L | Officer | M-Exempt | A | Common Stock | 7,932 | 0.00 | — | 66,584 | D | ↗ |
| 2026-02-16 | Zint William C | Officer | M-Exempt | D | Restricted Stock Unit | 1,156 | 0.00 | — | 0 | D | ↗ |
| 2026-02-16 | McCarthy Barry C | Director / Officer | M-Exempt | A | Common Stock | 17,345 | 0.00 | — | 440,985 | D | ↗ |
| 2026-02-16 | Lazzaretti Kristopher D | Officer | M-Exempt | D | Restricted Stock Unit | 1,542 | 0.00 | — | 0 | D | ↗ |
| 2026-02-16 | Engelhardt Tracey G | Officer | M-Exempt | A | Common Stock | 3,083 | 0.00 | — | 109,158 | D | ↗ |
| 2026-02-16 | Cotter Jeffrey Louis | Officer | M-Exempt | A | Common Stock | 2,891 | 0.00 | — | 65,247 | D | ↗ |
| 2026-02-16 | Capers Garry L | Officer | M-Exempt | A | Common Stock | 3,083 | 0.00 | — | 60,026 | D | ↗ |
| 2026-02-15 | Zint William C | Officer | F-InKind | D | Common Stock | 3,228 | 26.21 | 84.6K | 49,038 | D | ↗ |
| 2026-02-15 | McCarthy Barry C | Director / Officer | M-Exempt | A | Common Stock | 46,889 | 0.00 | — | 446,710 | D | ↗ |
| 2026-02-15 | Lazzaretti Kristopher D | Officer | F-InKind | D | Common Stock | 1,741 | 26.21 | 45.6K | 27,180 | D | ↗ |
| 2026-02-15 | Jeyaprakasam Yogaraj | Officer | M-Exempt | A | Common Stock | 7,673 | 0.00 | — | 95,820 | D | ↗ |
| 2026-02-15 | Engelhardt Tracey G | Officer | M-Exempt | A | Common Stock | 10,231 | 0.00 | — | 110,347 | D | ↗ |
| 2026-02-15 | Cotter Jeffrey Louis | Officer | F-InKind | D | Common Stock | 3,146 | 26.21 | 82.5K | 62,356 | D | ↗ |
| 2026-02-15 | Capers Garry L | Officer | F-InKind | D | Common Stock | 3,038 | 26.21 | 79.6K | 56,943 | D | ↗ |
| 2026-02-14 | Zint William C | Officer | M-Exempt | D | Restricted Stock Unit | 9,607 | 0.00 | — | 9,608 | D | ↗ |
| 2026-02-14 | McCarthy Barry C | Director / Officer | M-Exempt | A | Common Stock | 45,948 | 0.00 | — | 422,428 | D | ↗ |
| 2026-02-14 | Lazzaretti Kristopher D | Officer | M-Exempt | A | Common Stock | 1,671 | 0.00 | — | 26,365 | D | ↗ |
| 2026-02-14 | Jeyaprakasam Yogaraj | Officer | M-Exempt | A | Common Stock | 7,519 | 0.00 | — | 91,196 | D | ↗ |
| 2026-02-14 | Engelhardt Tracey G | Officer | F-InKind | D | Common Stock | 4,186 | 26.21 | 109.7K | 100,116 | D | ↗ |
| 2026-02-14 | Cotter Jeffrey Louis | Officer | M-Exempt | A | Common Stock | 7,937 | 0.00 | — | 63,014 | D | ↗ |
| 2026-02-14 | Capers Garry L | Officer | M-Exempt | A | Common Stock | 6,683 | 0.00 | — | 56,138 | D | ↗ |
| 2026-02-09 | Zint William C | Officer | A-Award | A | Restricted Stock Unit | 25,811 | 0.00 | — | 25,811 | D | ↗ |
| 2026-02-09 | REDDIN THOMAS | Director | G-Gift | D | Common Stock | 0 | 0.00 | — | 21,507 | D | ↗ |
| 2026-02-09 | Moyer Kelly | Officer | A-Award | A | Restricted Stock Unit | 9,218 | 0.00 | — | 9,218 | D | ↗ |
| 2026-02-09 | McCarthy Barry C | Director / Officer | F-InKind | D | Common Stock | 100,757 | 27.80 | 2.80M | 376,480 | D | ↗ |
| 2026-02-09 | Mahony Brian | Officer | A-Award | A | Restricted Stock Unit | 11,523 | 0.00 | — | 11,523 | D | ↗ |
| 2026-02-09 | Lazzaretti Kristopher D | Officer | A-Award | A | Restricted Stock Unit | 3,687 | 0.00 | — | 3,687 | D | ↗ |
| 2026-02-09 | Jeyaprakasam Yogaraj | Officer | A-Award | A | Common Stock | 33,445 | 27.80 | 929.8K | 97,488 | D | ↗ |
| 2026-02-09 | Engelhardt Tracey G | Officer | F-InKind | D | Common Stock | 18,868 | 27.80 | 524.5K | 94,277 | D | ↗ |
| 2026-02-09 | Cross Kimberly D | Officer | A-Award | A | Restricted Stock Unit | 11,984 | 0.00 | — | 11,984 | D | ↗ |
| 2026-02-09 | Cotter Jeffrey Louis | Officer | A-Award | A | Common Stock | 27,871 | 27.80 | 774.8K | 69,049 | D | ↗ |
| 2026-02-09 | Capers Garry L | Officer | A-Award | A | Restricted Stock Unit | 20,280 | 0.00 | — | 20,280 | D | ↗ |
| 2026-02-06 | REDDIN THOMAS | Director | G-Gift | D | Common Stock | 0 | 0.00 | — | 21,907 | D | ↗ |
| 2026-02-05 | REDDIN THOMAS | Director | G-Gift | D | Common Stock | 0 | 0.00 | — | 22,582 | D | ↗ |
| 2025-12-31 | Lazzaretti Kristopher D | Officer | — | — | Common Stock | 0 | 0.00 | — | 24,694 | D | ↗ |
| 2025-12-31 | Jeyaprakasam Yogaraj | Officer | — | — | Common Stock | 0 | 0.00 | — | 64,043 | D | ↗ |
| 2025-12-22 | REDDIN THOMAS | Director | G-Gift | D | Common Stock | 250 | 0.00 | — | 24,307 | D | ↗ |
| 2025-12-15 | Yancy Telisa L | Director | J-Other | A | Common Stock | 1,227 | 22.42 | 27.5K | 44,984 | D | ↗ |
| 2025-12-15 | Brown Angela L | Director | J-Other | A | Common Stock | 1,227 | 22.42 | 27.5K | 12,469 | D | ↗ |
| 2025-12-12 | REDDIN THOMAS | Director | G-Gift | D | Common Stock | 250 | 0.00 | — | 25,057 | D | ↗ |
| 2025-12-10 | Zint William C | Officer | P-Purchase | A | Common Stock | 175 | 21.44 | 3.8K | 22,427 | D | ↗ |
| 2025-11-14 | Moyer Kelly | Officer | F-InKind | D | Common Stock | 637 | 20.21 | 12.9K | 1,929 | D | ↗ |
| 2025-11-14 | Cross Kimberly D | Officer | F-InKind | D | Common Stock | 6,815 | 20.21 | 137.7K | 10,419 | D | ↗ |
| 2025-09-15 | Yancy Telisa L | Director | A-Award | A | Common Stock | 1,399 | 19.65 | 27.5K | 43,757 | D | ↗ |
| 2025-09-15 | Brown Angela L | Director | A-Award | A | Common Stock | 1,399 | 19.65 | 27.5K | 11,242 | D | ↗ |
| 2025-09-10 | Zint William C | Officer | P-Purchase | A | Common Stock | 175 | 19.13 | 3.3K | 22,252 | D | ↗ |
| 2025-08-20 | Collins Michelle T | Director | A-Award | A | Restricted Stock Unit | 6,279 | 0.00 | — | 6,279 | D | ↗ |
| 2025-08-15 | Rubinetti John F III | Officer | M-Exempt | D | Restricted Stock Unit | 20,572 | 0.00 | — | 20,572 | D | ↗ |
| 2025-08-13 | Brown Angela L | Director | M-Exempt | A | Common Stock | 6,243 | 0.00 | — | 9,843 | D | ↗ |
| 2025-06-13 | Yancy Telisa L | Director | J-Other | A | Common Stock | 1,864 | 14.75 | 27.5K | 42,358 | D | ↗ |
| 2025-06-13 | Brown Angela L | Director | J-Other | A | Common Stock | 1,864 | 14.75 | 27.5K | 3,600 | D | ↗ |
| 2025-06-11 | Zint William C | Officer | P-Purchase | A | Common Stock | 175 | 15.88 | 2.8K | 22,077 | D | ↗ |
| 2025-05-13 | Jeyaprakasam Yogaraj | Officer | M-Exempt | A | Common Stock | 4,163 | 0.00 | — | 64,496 | D | ↗ |
| 2025-04-24 | Yancy Telisa L | Director | A-Award | A | Restricted Stock Unit | 10,349 | 0.00 | — | 10,349 | D | ↗ |
| 2025-04-24 | Stauch John L | Director | M-Exempt | A | Common Stock | 7,980 | 0.00 | — | 67,301 | D | ↗ |
| 2025-04-24 | Schuessler Morgan M | Director | A-Award | A | Restricted Stock Unit | 10,349 | 0.00 | — | 10,349 | D | ↗ |
| 2025-04-24 | REDGRAVE MARTYN R | Director | M-Exempt | A | Common Stock | 7,980 | 0.00 | — | 82,456 | D | ↗ |
| 2025-04-24 | REDDIN THOMAS | Director | A-Award | A | Restricted Stock Unit | 10,349 | 0.00 | — | 10,349 | D | ↗ |
| 2025-04-24 | MCKISSACK CHERYL MAYBERRY | Director | M-Exempt | D | Restricted Stock Unit | 7,980 | 0.00 | — | 0 | D | ↗ |
| 2025-04-24 | GARCIA PAUL R | Director | M-Exempt | D | Restricted Stock Unit | 7,980 | 0.00 | — | 0 | D | ↗ |
| 2025-04-24 | Cummins Hugh S. III | Director | A-Award | A | Restricted Stock Unit | 10,349 | 0.00 | — | 10,349 | D | ↗ |
| 2025-04-24 | COBB WILLIAM C | Director | M-Exempt | D | Restricted Stock Unit | 7,980 | 0.00 | — | 0 | D | ↗ |
| 2025-04-24 | Brown Angela L | Director | A-Award | A | Restricted Stock Unit | 10,349 | 0.00 | — | 10,349 | D | ↗ |
| 2025-03-14 | Yancy Telisa L | Director | J-Other | A | Common Stock | 1,736 | 15.84 | 27.5K | 32,514 | D | ↗ |
| 2025-03-14 | Brown Angela L | Director | J-Other | A | Common Stock | 1,736 | 15.84 | 27.5K | 1,736 | D | ↗ |
| 2025-03-12 | Zint William C | Officer | P-Purchase | A | Common Stock | 175 | 15.95 | 2.8K | 21,902 | D | ↗ |
| 2025-03-10 | McCarthy Barry C | Director / Officer | P-Purchase | A | Common Stock | 3,926 | 16.45 | 64.6K | 272,851 | D | ↗ |
| 2025-02-28 | Zint William C | Officer | M-Exempt | D | Restricted Stock Unit | 636 | 0.00 | — | 0 | D | ↗ |
| 2025-02-28 | McCarthy Barry C | Director / Officer | M-Exempt | D | Restricted Stock Unit | 6,058 | 0.00 | — | 0 | D | ↗ |
| 2025-02-28 | Lazzaretti Kristopher D | Officer | M-Exempt | D | Restricted Stock Unit | 848 | 0.00 | — | 0 | D | ↗ |
| 2025-02-28 | Engelhardt Tracey G | Officer | M-Exempt | D | Restricted Stock Unit | 757 | 0.00 | — | 0 | D | ↗ |
| 2025-02-28 | Cotter Jeffrey Louis | Officer | M-Exempt | D | Restricted Stock Unit | 1,136 | 0.00 | — | 0 | D | ↗ |
| 2025-02-28 | Capers Garry L | Officer | M-Exempt | D | Restricted Stock Unit | 757 | 0.00 | — | 0 | D | ↗ |
| 2025-02-21 | Schuessler Morgan M | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-02-21 | Cummins Hugh S. III | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-02-19 | Zint William C | Officer | A-Award | A | Restricted Stock Unit | 33,595 | 0.00 | — | 33,595 | D | ↗ |
| 2025-02-19 | Rubinetti John F III | Officer | A-Award | A | Restricted Stock Unit | 12,318 | 0.00 | — | 12,318 | D | ↗ |
| 2025-02-19 | Moyer Kelly | Officer | A-Award | A | Restricted Stock Unit | 13,998 | 0.00 | — | 13,998 | D | ↗ |
| 2025-02-19 | McCarthy Barry C | Director / Officer | A-Award | A | Restricted Stock Unit | 153,975 | 0.00 | — | 153,975 | D | ↗ |
| 2025-02-19 | Mahony Brian | Officer | A-Award | A | Restricted Stock Unit | 15,398 | 0.00 | — | 15,398 | D | ↗ |
| 2025-02-19 | Lazzaretti Kristopher D | Officer | A-Award | A | Restricted Stock Unit | 5,599 | 0.00 | — | 5,599 | D | ↗ |
| 2025-02-19 | Jeyaprakasam Yogaraj | Officer | A-Award | A | Restricted Stock Unit | 30,795 | 0.00 | — | 30,795 | D | ↗ |
| 2025-02-19 | Engelhardt Tracey G | Officer | A-Award | A | Restricted Stock Unit | 39,894 | 0.00 | — | 39,894 | D | ↗ |
| 2025-02-19 | Cross Kimberly D | Officer | A-Award | A | Restricted Stock Unit | 11,198 | 0.00 | — | 11,198 | D | ↗ |
| 2025-02-19 | Cotter Jeffrey Louis | Officer | A-Award | A | Restricted Stock Unit | 27,996 | 0.00 | — | 27,996 | D | ↗ |
| 2025-02-19 | Capers Garry L | Officer | A-Award | A | Restricted Stock Unit | 23,796 | 0.00 | — | 23,796 | D | ↗ |
| 2025-02-16 | Zint William C | Officer | M-Exempt | A | Common Stock | 1,156 | 0.00 | — | 21,894 | D | ↗ |
| 2025-02-16 | McCarthy Barry C | Director / Officer | M-Exempt | D | Restricted Stock Unit | 17,345 | 0.00 | — | 17,345 | D | ↗ |
| 2025-02-16 | Lazzaretti Kristopher D | Officer | F-InKind | D | Common Stock | 787 | 18.92 | 14.9K | 22,978 | D | ↗ |
| 2025-02-16 | Jeyaprakasam Yogaraj | Officer | F-InKind | D | Common Stock | 2,896 | 18.92 | 54.8K | 60,333 | D | ↗ |
| 2025-02-16 | Engelhardt Tracey G | Officer | F-InKind | D | Common Stock | 1,288 | 18.92 | 24.4K | 68,112 | D | ↗ |
| 2025-02-16 | Cotter Jeffrey Louis | Officer | M-Exempt | A | Common Stock | 2,890 | 0.00 | — | 42,023 | D | ↗ |
| 2025-02-16 | Capers Garry L | Officer | M-Exempt | A | Common Stock | 3,084 | 0.00 | — | 34,184 | D | ↗ |
| 2025-02-16 | BRADFORD DEBRA A | Officer | M-Exempt | D | Restricted Stock Unit | 925 | 0.00 | — | 925 | D | ↗ |
| 2025-02-15 | Zint William C | Officer | F-InKind | D | Common Stock | 3,242 | 18.92 | 61.3K | 20,738 | D | ↗ |
| 2025-02-15 | McCarthy Barry C | Director / Officer | M-Exempt | A | Common Stock | 46,888 | 0.00 | — | 280,106 | D | ↗ |
| 2025-02-15 | Lazzaretti Kristopher D | Officer | F-InKind | D | Common Stock | 211 | 18.92 | 4.0K | 20,555 | D | ↗ |
| 2025-02-15 | Jeyaprakasam Yogaraj | Officer | M-Exempt | D | Restricted Stock Unit | 7,673 | 0.00 | — | 7,673 | D | ↗ |
| 2025-02-15 | Engelhardt Tracey G | Officer | M-Exempt | A | Common Stock | 10,230 | 0.00 | — | 70,588 | D | ↗ |
| 2025-02-15 | Cotter Jeffrey Louis | Officer | M-Exempt | A | Common Stock | 6,394 | 0.00 | — | 42,279 | D | ↗ |
| 2025-02-15 | Capers Garry L | Officer | F-InKind | D | Common Stock | 3,052 | 18.92 | 57.7K | 31,100 | D | ↗ |
| 2025-02-15 | BRADFORD DEBRA A | Officer | M-Exempt | A | Common Stock | 2,217 | 0.00 | — | 49,464 | D | ↗ |
| 2025-02-14 | Zint William C | Officer | M-Exempt | A | Common Stock | 9,607 | 0.00 | — | 21,311 | D | ↗ |
| 2025-02-14 | McCarthy Barry C | Director / Officer | M-Exempt | D | Restricted Stock Unit | 45,948 | 0.00 | — | 91,897 | D | ↗ |
| 2025-02-14 | Lazzaretti Kristopher D | Officer | M-Exempt | A | Common Stock | 1,671 | 0.00 | — | 21,207 | D | ↗ |
| 2025-02-14 | Jeyaprakasam Yogaraj | Officer | F-InKind | D | Common Stock | 2,838 | 18.63 | 52.9K | 55,556 | D | ↗ |
| 2025-02-14 | Engelhardt Tracey G | Officer | F-InKind | D | Common Stock | 4,186 | 18.63 | 78.0K | 60,358 | D | ↗ |
| 2025-02-14 | Cotter Jeffrey Louis | Officer | M-Exempt | D | Restricted Stock Unit | 7,936 | 0.00 | — | 15,874 | D | ↗ |
| 2025-02-14 | Capers Garry L | Officer | M-Exempt | D | Restricted Stock Unit | 6,683 | 0.00 | — | 13,367 | D | ↗ |
| 2025-02-14 | BRADFORD DEBRA A | Officer | M-Exempt | A | Common Stock | 1,671 | 0.00 | — | 47,994 | D | ↗ |
| 2025-02-03 | Mahony Brian | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-01-31 | McCarthy Barry C | Director / Officer | F-InKind | D | Common Stock | 28,426 | 23.42 | 665.7K | 209,877 | D | ↗ |
| 2025-01-31 | Jeyaprakasam Yogaraj | Officer | F-InKind | D | Common Stock | 5,475 | 23.42 | 128.2K | 50,648 | D | ↗ |
| 2025-01-31 | Engelhardt Tracey G | Officer | M-Exempt | A | Common Stock | 10,194 | 0.00 | — | 59,049 | D | ↗ |
| 2025-01-31 | Cotter Jeffrey Louis | Officer | F-InKind | D | Common Stock | 4,988 | 23.42 | 116.8K | 31,854 | D | ↗ |
| 2025-01-31 | Capers Garry L | Officer | F-InKind | D | Common Stock | 4,839 | 23.42 | 113.3K | 23,639 | D | ↗ |
| 2024-12-31 | Lazzaretti Kristopher D | Officer | — | — | Common Stock | 0 | 0.00 | — | 19,536 | D | ↗ |
| 2024-12-31 | Jeyaprakasam Yogaraj | Officer | — | — | Common Stock | 0 | 0.00 | — | 42,358 | D | ↗ |
| 2024-12-13 | Yancy Telisa L | Director | J-Other | A | Common Stock | 1,179 | 23.32 | 27.5K | 30,778 | D | ↗ |
| 2024-12-11 | Zint William C | Officer | P-Purchase | A | Common Stock | 120 | 23.79 | 2.9K | 11,704 | D | ↗ |
| 2024-12-05 | McCarthy Barry C | Director / Officer | P-Purchase | A | Common Stock | 2,290 | 23.57 | 54.0K | 180,960 | D | ↗ |
| 2024-11-15 | Moyer Kelly | Officer | A-Award | A | Restricted Stock Unit | 6,463 | 0.00 | — | 6,463 | D | ↗ |
| 2024-11-15 | Cross Kimberly D | Officer | A-Award | A | Restricted Stock Unit | 34,468 | 0.00 | — | 34,468 | D | ↗ |
| 2024-11-08 | Moyer Kelly | Officer | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2024-10-14 | Cross Kimberly D | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-09-13 | Yancy Telisa L | Director | J-Other | A | Common Stock | 1,386 | 19.84 | 27.5K | 29,599 | — | ↗ |
| 2024-09-12 | Zint William C | Officer | P-Purchase | A | Common Stock | 120 | 19.06 | 2.3K | 11,584 | — | ↗ |
| 2024-09-10 | McCarthy Barry C | Director / Officer | P-Purchase | A | Common Stock | 2,820 | 19.08 | 53.8K | 178,670 | — | ↗ |
| 2024-08-15 | Rubinetti John F III | Officer | A-Award | A | Restricted Stock Unit | 41,144 | 0.00 | — | 41,144 | — | ↗ |
| 2024-08-13 | Brown Angela L | Director | A-Award | A | Restricted Stock Unit | 6,243 | 0.00 | — | 6,243 | — | ↗ |
| 2024-06-14 | Yancy Telisa L | Director | J-Other | A | Common Stock | 1,278 | 21.52 | 27.5K | 28,213 | — | ↗ |
| 2024-06-12 | Zint William C | Officer | P-Purchase | A | Common Stock | 120 | 23.00 | 2.8K | 11,464 | — | ↗ |
| 2024-06-10 | McCarthy Barry C | Director / Officer | P-Purchase | A | Common Stock | 2,440 | 21.63 | 52.8K | 175,850 | — | ↗ |
| 2024-06-04 | Jeyaprakasam Yogaraj | Officer | P-Purchase | A | Common Stock | 538 | 22.79 | 12.3K | 41,942 | — | ↗ |
| 2024-05-20 | Rubinetti John F III | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-05-13 | Jeyaprakasam Yogaraj | Officer | F-InKind | D | Common Stock | 1,868 | 22.91 | 42.8K | 40,769 | — | ↗ |
| 2024-05-08 | Zint William C | Officer | P-Purchase | A | Common Stock | 115 | 21.96 | 2.5K | 11,344 | — | ↗ |
| 2024-04-25 | Yancy Telisa L | Director | M-Exempt | A | Common Stock | 10,402 | 0.00 | — | 26,935 | — | ↗ |
| 2024-04-25 | Stauch John L | Director | M-Exempt | D | Restricted Stock Unit | 10,402 | 0.00 | — | 0 | — | ↗ |
| 2024-04-25 | REDGRAVE MARTYN R | Director | M-Exempt | D | Restricted Stock Unit | 10,402 | 0.00 | — | 0 | — | ↗ |
| 2024-04-25 | REDDIN THOMAS | Director | A-Award | A | Restricted Stock Unit | 7,980 | 0.00 | — | 7,980 | — | ↗ |
| 2024-04-25 | McGrath Don J | Director | M-Exempt | A | Common Stock | 22,431 | 0.00 | — | 57,417 | — | ↗ |
| 2024-04-25 | MCKISSACK CHERYL MAYBERRY | Director | A-Award | A | Restricted Stock Unit | 7,980 | 0.00 | — | 7,980 | — | ↗ |
| 2024-04-25 | Kurth Chad P | Officer | M-Exempt | A | Common Stock | 2,197 | 0.00 | — | 16,476 | — | ↗ |
| 2024-04-25 | GARCIA PAUL R | Director | M-Exempt | A | Common Stock | 10,402 | 0.00 | — | 23,248 | — | ↗ |
| 2024-04-25 | COBB WILLIAM C | Director | A-Award | A | Restricted Stock Unit | 7,980 | 0.00 | — | 7,980 | — | ↗ |
| 2024-03-15 | Yancy Telisa L | Director | J-Other | A | Common Stock | 1,407 | 19.55 | 27.5K | 16,533 | — | ↗ |
| 2024-03-13 | McCarthy Barry C | Director / Officer | P-Purchase | A | Common Stock | 2,666 | 19.25 | 51.3K | 173,410 | — | ↗ |
| 2024-03-06 | Jeyaprakasam Yogaraj | Officer | P-Purchase | A | Common Stock | 367 | 19.31 | 7.1K | 41,404 | — | ↗ |
| 2024-03-01 | Zint William C | Officer | M-Exempt | D | Restricted Stock Unit | 636 | 0.00 | — | 636 | — | ↗ |
| 2024-03-01 | Reed Michael Aaron | Officer | M-Exempt | D | Restricted Stock Unit | 833 | 0.00 | — | 833 | — | ↗ |
| 2024-03-01 | McCarthy Barry C | Director / Officer | M-Exempt | D | Restricted Stock Unit | 6,057 | 0.00 | — | 6,058 | — | ↗ |
| 2024-03-01 | Lazzaretti Kristopher D | Officer | M-Exempt | D | Restricted Stock Unit | 848 | 0.00 | — | 848 | — | ↗ |
| 2024-03-01 | Herrick Jean L | Officer | M-Exempt | D | Restricted Stock Unit | 339 | 0.00 | — | 339 | — | ↗ |
| 2024-03-01 | Engelhardt Tracey G | Officer | M-Exempt | D | Restricted Stock Unit | 757 | 0.00 | — | 757 | — | ↗ |
| 2024-03-01 | Cotter Jeffrey Louis | Officer | M-Exempt | D | Restricted Stock Unit | 1,135 | 0.00 | — | 1,136 | — | ↗ |
| 2024-03-01 | Capers Garry L | Officer | M-Exempt | D | Restricted Stock Unit | 757 | 0.00 | — | 757 | — | ↗ |
| 2024-02-19 | McCarthy Barry C | Director / Officer | M-Exempt | A | Common Stock | 4,794 | 0.00 | — | 170,027 | — | ↗ |
| 2024-02-18 | Reed Michael Aaron | Officer | M-Exempt | D | Restricted Stock Unit | 631 | 0.00 | — | 0 | — | ↗ |
| 2024-02-18 | Lazzaretti Kristopher D | Officer | M-Exempt | D | Restricted Stock Unit | 852 | 0.00 | — | 0 | — | ↗ |
| 2024-02-18 | Herrick Jean L | Officer | F-InKind | D | Common Stock | 109 | 20.12 | 2.2K | 5,133 | — | ↗ |
| 2024-02-18 | Engelhardt Tracey G | Officer | M-Exempt | A | Common Stock | 505 | 0.00 | — | 48,626 | — | ↗ |
| 2024-02-18 | Cotter Jeffrey Louis | Officer | M-Exempt | A | Common Stock | 946 | 0.00 | — | 27,174 | — | ↗ |
| 2024-02-18 | Capers Garry L | Officer | M-Exempt | A | Common Stock | 505 | 0.00 | — | 18,094 | — | ↗ |
| 2024-02-16 | Zint William C | Officer | M-Exempt | D | Restricted Stock Unit | 1,157 | 0.00 | — | 2,312 | — | ↗ |
| 2024-02-16 | Reed Michael Aaron | Officer | M-Exempt | A | Common Stock | 3,854 | 0.00 | — | 19,398 | — | ↗ |
| 2024-02-16 | McCarthy Barry C | Director / Officer | M-Exempt | A | Common Stock | 17,345 | 0.00 | — | 173,767 | — | ↗ |
| 2024-02-16 | Lazzaretti Kristopher D | Officer | M-Exempt | D | Restricted Stock Unit | 1,542 | 0.00 | — | 3,083 | — | ↗ |
| 2024-02-16 | Herrick Jean L | Officer | M-Exempt | A | Common Stock | 617 | 0.00 | — | 5,358 | — | ↗ |
| 2024-02-16 | Engelhardt Tracey G | Officer | F-InKind | D | Common Stock | 1,288 | 20.12 | 25.9K | 48,121 | — | ↗ |
| 2024-02-16 | Cotter Jeffrey Louis | Officer | M-Exempt | D | Restricted Stock Unit | 2,891 | 0.00 | — | 5,781 | — | ↗ |
| 2024-02-16 | Capers Garry L | Officer | F-InKind | D | Common Stock | 1,383 | 20.12 | 27.8K | 17,589 | — | ↗ |
| 2024-02-16 | BRADFORD DEBRA A | Officer | M-Exempt | D | Restricted Stock Unit | 925 | 0.00 | — | 1,850 | — | ↗ |
| 2024-02-15 | Zint William C | Officer | M-Exempt | A | Common Stock | 7,246 | 0.00 | — | 13,568 | — | ↗ |
| 2024-02-15 | Reed Michael Aaron | Officer | M-Exempt | A | Common Stock | 8,525 | 0.00 | — | 19,354 | — | ↗ |
| 2024-02-15 | McCarthy Barry C | Director / Officer | F-InKind | D | Common Stock | 23,069 | 20.81 | 480.1K | 156,422 | — | ↗ |
| 2024-02-15 | Lazzaretti Kristopher D | Officer | F-InKind | D | Common Stock | 211 | 20.81 | 4.4K | 16,724 | — | ↗ |
| 2024-02-15 | Kurth Chad P | Officer | M-Exempt | D | Restricted Stock Unit | 5,115 | 0.00 | — | 10,230 | — | ↗ |
| 2024-02-15 | Jeyaprakasam Yogaraj | Officer | M-Exempt | D | Restricted Stock Unit | 7,672 | 0.00 | — | 15,346 | — | ↗ |
Executive team
Top executives
EBIT / Employee
49.2K
Shares Outstanding
45.08M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Barry C. McCarthy President and Chief Executive Officer | 950.0K | — | 5.23M | — | 1.29M | 70.5K | 7.54M | 69.35% | ↗ |
| 2 | 2025 | Tracey G. Engelhardt Senior Vice President, President, Print | 620.0K | — | 1.35M | — | 483.6K | 16.1K | 2.47M | 54.74% | ↗ |
| 3 | 2025 | William C. Zint Senior Vice President, Chief Financial Officer | 600.0K | — | 1.14M | — | 509.0K | 9.0K | 2.26M | 50.50% | ↗ |
| 4 | 2025 | Yogaraj Jeyaprakasam Senior Vice President, Chief Technology and Digital Officer | 597.5K | — | 1.05M | — | 506.8K | 22.0K | 2.17M | 48.14% | ↗ |
| 5 | 2025 | Garry L. Capers, Jr. Senior Vice President, President, B2B Payments | 590.0K | — | 807.9K | — | 500.5K | 9.0K | 1.91M | 42.36% | ↗ |
| 6 | 2024 | Barry C. McCarthy President and Chief Executive Officer | 950.0K | — | 5.31M | — | 804.8K | 61.8K | 7.13M | 74.50% | ↗ |
| 7 | 2024 | Tracey G. Engelhardt Senior Vice President, President, Print | 615.0K | — | 1.16M | — | 325.6K | 43.0K | 2.14M | 54.08% | ↗ |
| 8 | 2024 | William C. Zint Senior Vice President, Chief Financial Officer | 575.0K | — | 1.11M | — | 304.5K | 12.1K | 2.00M | 55.46% | ↗ |
| 9 | 2024 | Yogaraj Jeyaprakasam Senior Vice President, Chief Technology and Digital Officer | 586.3K | — | 868.6K | — | 310.4K | 24.6K | 1.79M | 48.53% | ↗ |
| 10 | 2024 | Jeffrey L. Cotter Senior Vice President, Chief Administrative Officer, General Counsel and Corporate Secretary | 561.3K | — | 916.9K | — | 297.2K | 12.8K | 1.79M | 51.34% | ↗ |
| 11 | 2023 | Barry C. McCarthy President and Chief Executive Officer | 943.8K | — | 5.33M | — | 1.23M | 34.4K | 7.54M | 70.72% | ↗ |
| 12 | 2023 | Tracey G. Engelhardt Senior Vice President, Division President, Check & Promotion | 575.0K | — | 1.16M | — | 471.2K | 65.8K | 2.27M | 51.12% | ↗ |
| 13 | 2023 | Tracey G. Engelhardt Senior Vice President, President, Print | 575.0K | — | 1.16M | — | 471.2K | 65.8K | 2.27M | 51.12% | ↗ |
| 14 | 2023 | Michael A. Reed Senior Vice President, Division President, B2B Payments | 618.8K | — | 969.0K | — | 488.2K | 12.7K | 2.09M | 46.39% | ↗ |
| 15 | 2023 | Yogaraj Jeyaprakasam Senior Vice President, Chief Technology and Digital Officer | 556.3K | — | 872.2K | — | 452.6K | 21.7K | 1.90M | 45.84% | ↗ |
| 16 | 2023 | William C. Zint Senior Vice President, Chief Financial Officer | 475.0K | — | 823.7K | — | 386.5K | 19.4K | 1.70M | 48.32% | ↗ |
| 17 | 2022 | Barry C. McCarthy President and Chief Executive Officer | 918.8K | — | 4.87M | — | 4.57M | 12.2K | 10.38M | 46.95% | ↗ |
| 18 | 2022 | Christopher L. Thomas Senior Vice President, Chief Revenue Officer | 593.8K | — | 1.57M | — | 1.11M | 980.00 | 3.27M | 48.00% | ↗ |
| 19 | 2022 | Yogaraj Jeyaprakasam Senior Vice President, Chief Technology and Digital Officer | 333.3K | — | 1.99M | — | 450.0K | 115.8K | 2.89M | 68.91% | ↗ |
| 20 | 2022 | Michael A. Reed Senior Vice President, Division President, Payments | 575.0K | — | 1.08M | — | 967.5K | — | 2.63M | 41.24% | ↗ |
| 21 | 2022 | Michael A. Reed Senior Vice President, Division President, B2B Payments | 575.0K | — | 1.08M | — | 967.5K | — | 2.63M | 41.24% | ↗ |
| 22 | 2022 | Scott C. Bomar Senior Vice President, Chief Financial Officer | 461.1K | — | 1.19M | — | — | — | 1.65M | 72.09% | ↗ |
| 23 | 2022 | William C. Zint Senior Vice President, Chief Financial Officer | 326.5K | — | 150.0K | — | 191.7K | — | 668.2K | 22.45% | ↗ |
| 24 | 2021 | Barry C. McCarthy President and Chief Executive Officer | 900.0K | — | 5.24M | 1.20M | 470.9K | 12.5K | 7.82M | 82.32% | ↗ |
| 25 | 2021 | Scott C. Bomar Senior Vice President, Chief Financial Officer | 288.4K | 500.0K | 2.50M | 250.0K | 188.6K | 513.00 | 3.73M | 73.78% | ↗ |
| 26 | 2021 | Christopher L. Thomas Senior Vice President, Chief Revenue Officer | 562.5K | — | 1.28M | 412.5K | 416.9K | 1.3K | 2.67M | 63.29% | ↗ |
| 27 | 2021 | Jeffrey L. Cotter Senior Vice President, Chief Administrative Officer, General Counsel and Secretary | 480.0K | — | 687.1K | 225.0K | 313.9K | 36.4K | 1.74M | 52.35% | ↗ |
| 28 | 2021 | Michael A. Reed Senior Vice President, Division President, Payments | 496.3K | — | 624.7K | 165.0K | 192.5K | 300.00 | 1.48M | 53.40% | ↗ |
| 29 | 2021 | Michael A. Reed Senior Vice President, Division President, B2B Payments | 496.3K | — | 624.7K | 165.0K | 192.5K | 300.00 | 1.48M | 53.40% | ↗ |
| 30 | 2021 | Keith A. Bush Senior Vice President, Chief Financial Officer | 349.9K | — | — | — | 259.3K | 23.2K | 632.4K | 0.00% | ↗ |
| 31 | 2020 | Barry C. McCarthy President and Chief Executive Officer | 855.9K | — | 2.96M | 1.31M | 89.5K | 36.8K | 5.26M | 81.32% | ↗ |
| 32 | 2020 | Keith A. Bush Senior Vice President, Chief Financial Officer | 484.8K | — | 1.02M | 472.5K | 71.6K | 35.6K | 2.09M | 71.62% | ↗ |
| 33 | 2020 | Christopher L. Thomas Senior Vice President, Chief Revenue Officer | 499.6K | — | 1.10M | 428.8K | — | 13.1K | 2.04M | 74.90% | ↗ |
| 34 | 2020 | Michael A. Reed Senior Vice President, Division President, Payments | 460.8K | 400.0K | 419.2K | 175.0K | 40.0K | 124.8K | 1.62M | 36.68% | ↗ |
| 35 | 2020 | Jeffrey L. Cotter Senior Vice President, Chief Administrative Officer, General Counsel and Secretary | 456.0K | — | 745.7K | 262.5K | — | 37.9K | 1.50M | 67.12% | ↗ |
| 36 | 2019 | Barry C. McCarthy President and Chief Executive Officer | 900.0K | — | 2.73M | 1.05M | 521.7K | 71.7K | 5.28M | 71.69% | ↗ |
| 37 | 2019 | Keith A. Bush Senior Vice President, Chief Financial Officer | 504.2K | 729.0K | 1.21M | 437.5K | 207.0K | 39.8K | 3.12M | 52.61% | ↗ |
| 38 | 2019 | Malcolm J. McRoberts Special Advisor to Chief Executive Officer | 487.2K | 720.0K | 837.0K | 315.0K | 173.0K | 39.8K | 2.57M | 44.79% | ↗ |
| 39 | 2019 | Jeffrey L. Cotter Senior Vice President, Chief Administrative Officer, General Counsel & Secretary | 463.8K | 622.5K | 785.8K | 262.5K | 163.1K | 38.4K | 2.34M | 44.88% | ↗ |
| 40 | 2019 | Jeffrey L. Cotter Senior Vice President, Chief Administrative Officer, General Counsel and Secretary | 463.8K | 622.5K | 785.8K | 262.5K | 163.1K | 38.4K | 2.34M | 44.88% | ↗ |
| 41 | 2019 | Peter J. Godich Senior Vice President, Chief of Operations | 367.8K | 525.0K | 463.7K | 183.8K | 90.1K | 39.8K | 1.67M | 38.77% | ↗ |
| 42 | 2019 | Michael S. Mathews Senior Vice President, Chief Information Officer | 357.9K | 525.0K | 440.5K | 78.7K | 46.00 | 39.8K | 1.44M | 36.01% | ↗ |
| 43 | 2018 | Barry C. McCarthy President and Chief Executive Officer | 92.0K | 1.15M | 4.00M | 2.00M | 110.5K | — | 7.35M | 81.60% | ↗ |
| 44 | 2018 | Lee J. Schram Former Chief Executive Officer | 999.2K | — | 3.23M | 1.06M | 1.10M | 25.7K | 6.42M | 66.84% | ↗ |
| 45 | 2018 | Keith A. Bush Senior Vice President, Chief Financial Officer | 484.2K | — | 1.02M | 250.0K | 174.7K | 39.6K | 1.97M | 64.53% | ↗ |
| 46 | 2018 | Malcolm J. McRoberts Senior Vice President, Small Business Services | 477.8K | — | 732.8K | 200.0K | 195.5K | 39.6K | 1.65M | 56.68% | ↗ |
| 47 | 2018 | Malcolm J. McRoberts Special Advisor to Chief Executive Officer | 477.8K | — | 732.8K | 200.0K | 195.5K | 39.6K | 1.65M | 56.68% | ↗ |
| 48 | 2018 | John D. Filby Senior Vice President, Financial Services | 478.5K | — | 474.4K | 156.2K | 132.4K | 55.7K | 1.30M | 48.61% | ↗ |
| 49 | 2018 | Julie M. Loosbrock Senior Vice President, Human Resources | 341.7K | — | 355.4K | 81.3K | 72.5K | 39.6K | 890.5K | 49.04% | ↗ |
| 50 | 2018 | Michael S. Mathews Senior Vice President, Chief Information Officer | 348.7K | — | 168.7K | 56.3K | 74.0K | 39.6K | 687.3K | 32.74% | ↗ |
| 51 | 2017 | Lee J. Schram Chief Executive Officer | 967.5K | — | 3.90M | 1,000.0K | 588.3K | 21.5K | 6.48M | 75.65% | ↗ |
| 52 | 2017 | Lee J. Schram Former Chief Executive Officer | 967.5K | — | 3.90M | 1,000.0K | 588.3K | 21.5K | 6.48M | 75.65% | ↗ |
| 53 | 2017 | Keith A. Bush Senior Vice President, Chief Financial Officer | 357.9K | — | 754.7K | 250.0K | 284.6K | 22.5K | 1.67M | 60.17% | ↗ |
| 54 | 2017 | Malcolm J. McRoberts Senior Vice President, Small Business Services | 467.0K | — | 547.2K | 181.2K | 311.8K | 39.5K | 1.55M | 47.10% | ↗ |
| 55 | 2017 | Malcolm J. McRoberts Special Advisor to Chief Executive Officer | 467.0K | — | 547.2K | 181.2K | 311.8K | 39.5K | 1.55M | 47.10% | ↗ |
| 56 | 2017 | John D. Filby Senior Vice President, Financial Services | 471.0K | — | 471.7K | 156.3K | 220.3K | 39.5K | 1.36M | 46.22% | ↗ |
| 57 | 2017 | Michael S. Mathews Senior Vice President, Chief Information Officer | 340.5K | — | 289.2K | 56.3K | 79.7K | 39.5K | 805.1K | 42.91% | ↗ |
| 58 | 2017 | Edward A. Merritt Former Interim Chief Financial Officer | 257.4K | 18.9K | 75.5K | 25.0K | 90.5K | 9.5K | 476.7K | 21.08% | ↗ |
| 59 | 2016 | Lee J. Schram Chief Executive Officer | 925.8K | — | 2.30M | 1.17M | 1.08M | 21.3K | 5.49M | 63.02% | ↗ |
| 60 | 2016 | Lee J. Schram Former Chief Executive Officer | 925.8K | — | 2.30M | 1.17M | 1.08M | 21.3K | 5.49M | 63.02% | ↗ |
| 61 | 2016 | Malcolm J. McRoberts Senior Vice President, Small Business Services | 465.2K | — | 534.2K | 241.4K | 91.6K | 39.3K | 1.37M | 56.55% | ↗ |
| 62 | 2016 | John D. Filby Senior Vice President, Financial Services | 471.0K | — | 380.4K | 193.1K | 235.9K | 39.3K | 1.32M | 43.46% | ↗ |
| 63 | 2016 | Terry D. Peterson Former Senior Vice President & Chief Financial Officer | 294.6K | — | 393.5K | 199.8K | — | 43.0K | 930.9K | 63.74% | ↗ |
| 64 | 2016 | Peter J. Godich Senior Vice President, Fulfillment | 313.3K | — | 196.7K | 99.9K | 146.7K | 39.3K | 796.0K | 37.27% | ↗ |
| 65 | 2016 | Edward A. Merritt VP – Investor Relations, Treasurer and interim Chief Financial Officer | 243.6K | — | 45.9K | 23.3K | 87.5K | 32.7K | 433.0K | 15.98% | ↗ |
| 66 | 2016 | Edward A. Merritt Former Interim Chief Financial Officer | 243.6K | — | 45.9K | 23.3K | 87.5K | 32.7K | 433.0K | 15.98% | ↗ |
| 67 | 2015 | Lee J. Schram Chief Executive Officer | 900.5K | — | 2.00M | 999.0K | 2.51M | 29.8K | 6.44M | 46.56% | ↗ |
| 68 | 2015 | Terry D. Peterson Senior Vice President & Chief Financial Officer | 423.3K | — | 827.4K | 199.8K | 313.0K | 43.6K | 1.81M | 56.84% | ↗ |
| 69 | 2015 | Terry D. Peterson Former Senior Vice President & Chief Financial Officer | 423.3K | — | 827.4K | 199.8K | 313.0K | 43.6K | 1.81M | 56.84% | ↗ |
| 70 | 2015 | Malcolm J. McRoberts Senior Vice President, Small Business Services | 454.2K | — | 514.7K | 199.8K | 464.3K | 44.0K | 1.68M | 42.61% | ↗ |
| 71 | 2015 | John D. Filby Senior Vice President, Financial Services | 469.2K | — | 386.9K | 193.1K | 544.5K | 44.1K | 1.64M | 35.42% | ↗ |
| 72 | 2015 | Anthony C. Scarfone Senior Vice President, General Counsel & Secretary | 368.7K | — | 250.2K | 124.9K | 471.6K | 43.1K | 1.26M | 29.80% | ↗ |
| 73 | 2014 | Lee J. Schram Chief Executive Officer | 871.0K | — | 3.22M | 833.8K | 2.06M | 69.9K | 7.06M | 57.45% | ↗ |
| 74 | 2014 | Lee J. Schram Chief Executive Officer | 871.0K | — | 3.22M | 833.8K | 2.06M | 28.2K | 7.02M | 57.80% | ↗ |
| 75 | 2014 | Terry D. Peterson Senior Vice President Chief Financial Officer | 413.7K | — | 842.2K | 200.1K | 273.0K | 65.4K | 1.79M | 58.09% | ↗ |
| 76 | 2014 | Terry D. Peterson Former Senior Vice President & Chief Financial Officer | 413.7K | — | 842.2K | 200.1K | 273.0K | 42.8K | 1.77M | 58.83% | ↗ |
| 77 | 2014 | Terry D. Peterson Senior Vice President & Chief Financial Officer | 413.7K | — | 842.2K | 200.1K | 273.0K | 42.8K | 1.77M | 58.83% | ↗ |
| 78 | 2014 | Malcolm J. McRoberts Senior Vice President, Small Business Services | 441.7K | — | 445.8K | 160.1K | 408.5K | 52.1K | 1.51M | 40.18% | ↗ |
| 79 | 2014 | Malcolm J. McRoberts Senior Vice President, Small Business Services | 441.7K | — | 445.8K | 160.1K | 408.5K | 43.1K | 1.50M | 40.42% | ↗ |
| 80 | 2014 | John D. Filby Senior Vice President, Financial Services | 460.0K | — | 331.1K | 160.1K | 497.6K | 46.1K | 1.49M | 32.86% | ↗ |
| 81 | 2014 | John D. Filby Senior Vice President, Financial Services | 460.0K | — | 331.1K | 160.1K | 497.6K | 43.2K | 1.49M | 32.92% | ↗ |
| 82 | 2014 | Anthony C. Scarfone Senior Vice President, General Counsel Secretary | 360.8K | — | 389.4K | 125.1K | 377.4K | 47.9K | 1.30M | 39.56% | ↗ |
| 83 | 2014 | Anthony C. Scarfone Senior Vice President, General Counsel & Secretary | 360.8K | — | 389.4K | 125.1K | 377.4K | 42.3K | 1.30M | 39.73% | ↗ |
| 84 | 2013 | Lee J. Schram Chief Executive Officer | 831.5K | — | — | 1.27M | 1.03M | 26.4K | 3.16M | 40.23% | ↗ |
| 85 | 2013 | Lee J. Schram Chief Executive Officer | 831.5K | — | — | 1.27M | 1.03M | 26.4K | 3.16M | 40.23% | ↗ |
| 86 | 2013 | Terry D. Peterson Senior Vice President Chief Financial Officer | 407.0K | — | 412.1K | 316.9K | 42.00 | 58.2K | 1.19M | 61.04% | ↗ |
| 87 | 2013 | Terry D. Peterson Senior Vice President Chief Financial Officer | 407.0K | — | 412.1K | 316.9K | 42.00 | 58.2K | 1.19M | 61.04% | ↗ |
| 88 | 2013 | Terry D. Peterson Senior Vice President & Chief Financial Officer | 407.0K | — | 412.1K | 316.9K | 42.00 | 42.0K | 1.18M | 61.88% | ↗ |
| 89 | 2013 | John D. Filby Senior Vice President, Financial Services | 460.0K | — | — | 290.4K | 280.8K | 35.8K | 1.07M | 27.22% | ↗ |
| 90 | 2013 | John D. Filby Senior Vice President, Financial Services | 460.0K | — | — | 290.4K | 280.8K | 33.4K | 1.06M | 27.28% | ↗ |
| 91 | 2013 | Malcolm J. McRoberts Senior Vice President, Small Business Services | 420.8K | — | 108.8K | 290.4K | 169.4K | 45.3K | 1.03M | 38.59% | ↗ |
| 92 | 2013 | Malcolm J. McRoberts Senior Vice President, Small Business Services | 420.8K | — | 108.8K | 290.4K | 169.4K | 42.1K | 1.03M | 38.70% | ↗ |
| 93 | 2013 | Anthony C. Scarfone Senior Vice President, General Counsel Secretary | 355.0K | — | 53.9K | 226.7K | 203.7K | 43.5K | 882.8K | 31.79% | ↗ |
| 94 | 2013 | Anthony C. Scarfone Senior Vice President, General Counsel Secretary | 355.0K | — | 53.9K | 226.7K | 203.7K | 43.5K | 882.8K | 31.79% | ↗ |
| 95 | 2013 | Anthony C. Scarfone Senior Vice President, General Counsel & Secretary | 355.0K | — | 53.9K | 226.7K | 203.7K | 41.6K | 880.9K | 31.86% | ↗ |
| 96 | 2012 | Lee J. Schram Chief Executive Officer | 809.0K | — | — | — | 1.18M | 33.7K | 3.00M | 0.00% | ↗ |
| 97 | 2012 | Lee J. Schram Chief Executive Officer | 809.0K | — | — | 974.1K | 1.18M | 33.7K | 3.00M | 32.45% | ↗ |
| 98 | 2012 | John D. Filby Senior Vice President, Financial Services | 308.4K | 200.0K | 230.0K | 239.7K | 128.9K | 122.4K | 1.23M | 38.21% | ↗ |
| 99 | 2012 | John D. Filby Senior Vice President, Financial Services | 308.4K | 200.0K | 230.0K | 239.7K | 128.9K | 122.4K | 1.23M | 38.21% | ↗ |
| 100 | 2012 | Terry D. Peterson Senior Vice President Chief Financial Officer | 400.8K | — | 288.2K | 307.9K | 128.1K | 61.0K | 1.19M | 50.26% | ↗ |
| 101 | 2012 | Terry D. Peterson Senior Vice President Chief Financial Officer | 400.8K | — | 288.2K | 307.9K | 128.1K | 61.0K | 1.19M | 50.26% | ↗ |
| 102 | 2012 | Malcolm J. McRoberts Senior Vice President, Small Business Services | 387.5K | — | 108.9K | 259.2K | 169.5K | 45.3K | 970.4K | 37.93% | ↗ |
| 103 | 2012 | Malcolm J. McRoberts Senior Vice President, Small Business Services | 387.5K | — | 108.9K | 259.2K | 169.5K | 45.3K | 970.4K | 37.93% | ↗ |
| 104 | 2012 | Anthony C. Scarfone Senior Vice President, General Counsel Secretary | 353.8K | — | 63.6K | 243.5K | 240.3K | 44.8K | 946.0K | 32.47% | ↗ |
| 105 | 2012 | Anthony C. Scarfone Senior Vice President, General Counsel Secretary | 353.8K | — | 63.6K | 243.5K | 240.3K | 44.8K | 946.0K | 32.47% | ↗ |
| 106 | 2011 | Lee J. Schram Chief Executive Officer | 805.0K | — | — | — | 1.47M | 19.8K | 3.31M | 0.00% | ↗ |
| 107 | 2011 | Lee J. Schram Chief Executive Officer | 805.0K | — | — | 1.02M | 1.47M | 19.8K | 3.31M | 30.76% | ↗ |
| 108 | 2011 | Terry D. Peterson Senior Vice President Chief Financial Officer | 364.2K | — | 182.6K | 322.4K | 153.3K | 54.3K | 1.08M | 46.90% | ↗ |
| 109 | 2011 | Anthony C. Scarfone Senior Vice President, General Counsel Secretary | 345.8K | — | — | 254.7K | 360.9K | 53.1K | 1.01M | 25.11% | ↗ |
| 110 | 2011 | Malcolm J. McRoberts Senior Vice President, Small Business Services | 316.7K | — | — | 163.1K | 233.3K | 39.5K | 752.6K | 21.67% | ↗ |
| 111 | 2010 | Lee J. Schram Chief Executive Officer | 785.0K | — | — | 918.2K | 803.1K | 81.9K | 2.59M | 35.48% | ↗ |
| 112 | 2010 | Anthony C. Scarfone Senior Vice President, General Counsel Secretary | 335.0K | — | 550.0K | 213.7K | 205.6K | 81.0K | 1.39M | 55.13% | ↗ |
| 113 | 2010 | Terry D. Peterson Senior Vice President Chief Financial Officer | 335.0K | — | 185.1K | 275.0K | 82.3K | 63.8K | 941.2K | 48.89% | ↗ |
| 114 | 2010 | Malcolm J. McRoberts Senior Vice President, Small Business Services | 256.3K | — | — | 106.8K | 131.1K | 99.8K | 594.0K | 17.99% | ↗ |
| 115 | 2005 | Lawrence J. Mosner Chairman and Chief Executive Officer President and Chief Senior Vice President and Chief Financial President-Deluxe Richard L. Schulte Anthony C. Scarfone Senior Vice President, General Counsel and Secretary | 551.6K | — | 71.3K | — | — | 28.4K | 651.3K | 10.95% | ↗ |
| 116 | 2004 | Lawrence J. Mosner Chairman and Chief Executive Officer President and Chief Senior Vice President and Chief Financial President-Deluxe Richard L. Schulte Anthony C. Scarfone Senior Vice President, General Counsel and Secretary | 625.0K | 1.60M | 220.2K | — | — | 61.1K | 2.51M | 8.78% | ↗ |
| 117 | 2003 | Lawrence J. Mosner Chairman and Chief Executive Officer President and Chief Senior Vice President and Chief Financial President-Deluxe Richard L. Schulte Anthony C. Scarfone Senior Vice President, General Counsel and Secretary | 625.0K | 421.9K | — | — | — | 49.2K | 1.10M | 0.00% | ↗ |
| 118 | 2001 | Lawrence J. Mosner Chairman and Chief Executive Officer | 625.3K | 1.56M | — | 150.0K | — | 183.5K | 2.37M | 6.32% | ↗ |
| 119 | 2001 | Ronald E. Eilers President and Chief Operating Officer | 450.0K | 607.5K | — | 80.0K | — | 62.1K | 1.12M | 7.15% | ↗ |
| 120 | 2001 | Douglas J. Treff Senior Vice President and Chief Financial Officer | 275.0K | 434.4K | — | — | — | — | 709.4K | 0.00% | ↗ |
| 121 | 2001 | Warner F. Schlais Senior Vice President and Chief Information Officer | 225.0K | 253.1K | — | 20.0K | — | 38.3K | 516.5K | 3.87% | ↗ |
| 122 | 2001 | Richard L. Schulte Senior Vice President; President – Deluxe Business Services | 220.0K | 235.6K | — | 25.0K | — | 35.5K | 491.1K | 5.09% | ↗ |
| 123 | 2001 | Guy C. Feltz Senior Vice President; President–Deluxe Financial Services | 250.0K | 164.7K | — | 25.0K | — | 41.7K | 456.4K | 5.48% | ↗ |
| 124 | 2000 | Lawrence J. Mosner Chairman and Chief Executive Officer | 578.8K | 1.11M | — | 202.5K | — | 62.5K | 1.75M | 11.54% | ↗ |
| 125 | 2000 | Ronald E. Eilers President and Chief Operating Officer | 415.0K | 271.5K | — | 66.3K | — | 43.9K | 730.3K | 9.07% | ↗ |
| 126 | 2000 | Warner F. Schlais Senior Vice President and Chief Information Officer | 214.6K | 107.3K | — | 15.0K | — | 223.6K | 545.5K | 2.75% | ↗ |
| 127 | 2000 | Guy C. Feltz Senior Vice President; President–Deluxe Financial Services | 240.0K | 120.0K | — | 25.0K | — | 61.3K | 421.3K | 5.93% | ↗ |
| 128 | 2000 | Richard L. Schulte Senior Vice President; President – Deluxe Business Services | 210.0K | 84.1K | — | 25.0K | — | 22.7K | 316.8K | 7.89% | ↗ |
| 129 | 2000 | Douglas J. Treff Senior Vice President and Chief Financial Officer | — | 63.6K | — | 65.5K | — | — | 63.6K | 102.96% | ↗ |
| 130 | 1999 | Lawrence J. Mosner Chairman and Chief Executive Officer | 440.0K | 440.0K | — | 80.0K | — | 37.1K | 917.1K | 8.72% | ↗ |
| 131 | 1999 | Guy C. Feltz Senior Vice President; President–Deluxe Financial Services | 200.8K | 43.0K | 227.0K | 10.0K | — | 106.5K | 577.3K | 41.05% | ↗ |
| 132 | 1999 | Ronald E. Eilers President and Chief Operating Officer | 302.3K | 146.9K | — | 35.6K | — | 35.2K | 484.3K | 7.35% | ↗ |
| 133 | 1999 | Warner F. Schlais Senior Vice President and Chief Information Officer | 200.0K | 112.5K | — | 15.0K | — | 50.8K | 363.3K | 4.13% | ↗ |
| 134 | 1999 | Richard L. Schulte Senior Vice President; President – Deluxe Business Services | 191.5K | 42.1K | — | 10.0K | — | 61.4K | 295.0K | 3.39% | ↗ |
| 135 | 1999 | Douglas J. Treff Senior Vice President and Chief Financial Officer | 63.5K | — | — | — | — | — | 63.5K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Barry C. McCarthy | President, Chief Executive Officer & Director | 2M | male |
| William Zint | Senior Vice President & Chief Financial Officer | 1M | male |
| Tracey G. Engelhardt | Senior Vice President & President of Print | 1M | female |
| Yogaraj Jayaprakasam | Senior Vice President and Chief Technology & Digital Officer | 1M | male |
| Garry L. Capers | Senior Vice President & President of B2B Payments | 1M | male |
| Jeffrey L. Cotter | Chief Administrative Officer, Senior Vice President, Secretary & General Counsel | 871.2K | male |
| Kristopher D. Lazzaretti | Senior Vice President & President of Data | — | male |
| Llewellyn Kelly Moyer | Vice President & Chief Accounting Officer | — | female |
| Nan Palmer | Executive Assistant | — | — |
| Brian Mahony | Senior Vice President & President of Merchant Services | — | male |
| Brian Anderson | Vice President of Strategy & Investor Relations | — | — |
| Kimberly D. Cross | Senior Vice President & Chief Human Resources Officer | — | female |
ESG Rating
ESG Score History ADVERTISING AGENCIES
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
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for DLX
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.
