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EnerSys (ENS)

USD201.09 -4.59 (-2.23%)
US NYSE Industrials Electrical Equipment & Parts
Address 2366 Bernville Road 19605
Reading, PA, US
CEO Shawn O'Connell
IPO 2004-08-03
CIK 1289308 ISIN US29275Y1029

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Description

EnerSys engages in the provision of stored energy solutions for industrial applications worldwide. The company operates in four segments: Energy Systems, Motive Power, Specialty, and New Ventures. The Energy Systems segment offers uninterruptible power systems (UPS) applications for computer and computer-controlled systems, as well as telecommunications systems; switchgear and electrical control systems used in industrial facilities and electric utilities, large-scale energy storage, and energy pipelines; integrated power solutions and services to broadband, telecom, data center, and renewable and industrial customers; and thermally managed cabinets and enclosures for electronic equipment and batteries. The Motive Power segment provides power solutions for electric industrial forklifts, automated guided vehicles used in manufacturing, warehousing operations as well as equipment used in floor care, mining, rail and airport ground support applications. The Specialty offers starting, lighting, and ignition applications in transportation, energy solutions for satellites, spacecraft, commercial aircraft, military, aircraft, submarines, ships, other tactical vehicles, defense applications and portable power solutions for soldiers in the field, as well as medical devices and equipment. The New Venture segment provides energy storage and management systems for demand charge reduction, utility back-up power, and dynamic fast charging for electric vehicles. It also offers battery chargers, power equipment, battery accessories, and outdoor cabinet enclosures, as well as related after-market and customer-support services for industrial batteries. It sells its products through a network of distributors, independent representatives, and internal sales forces. The company was formerly known as Yuasa, Inc. and changed its name to EnerSys in January 2001. EnerSys was founded in 1991 and is headquartered in Reading, Pennsylvania.

News Sentiment (7d)
77 Positive

Based on only 2 articles — 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
USD201.09 -4.59 (-2.23%)
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Volume Profile
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Liquidity & share structure
Average Volume
465.7K
Beta
1.18
Float Shares
36.69M
Free Float %
99.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.31% -7.60% +7.33% +23.87% +61.38% +46.21% +118.65% +147.25% +137.37% +266.77% +1,616.48%
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 (16 ratings, all time) Buy
Price Targets & DCF
Current price
201.09
Low 175.00 -13.0%
Consensus 189.67 -5.7%
Median 186.00 -7.5%
High 208.00 +3.4%
DCF (Unlevered) 202.58 +0.7%
DCF (Levered) 72.65 -63.9%

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) 67% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 4 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 5
174.20
-13.4%
All Time 9
145.11
-27.8%
Quality scores
Altman Z-Score
4.78
Safe zone
Piotroski F-Score
4 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
3 / 5
Medium
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
4 / 5
High
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Electrical Equipment & Parts: +13.1%
    +3.7% Q1'26: +1.4% (vs Q1'25)
  • EPS growth Electrical Equipment & Parts: +22.4%
    -14.4% Q1'26: -14.2% (vs Q1'25)
  • FCF margin FCF growth · Electrical Equipment & Parts: +27.2%
    +8.6% Q1'26: -177.1% (vs Q1'25)
  • EBIT margin Electrical Equipment & Parts: +8.2%
    +0.0% Q1'26: +0.0% (vs Q1'25)
  • ROIC Electrical Equipment & Parts: +6.4%
    +0.0% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Electrical Equipment & Parts: +0.0%
    -5.7% Q1'26: -5.7% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Electrical Equipment & Parts: -0.54×
    0.07× Q1'26: 0.13× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.18) × ERP
WACC = 100% × Ke + 0% × Kd (172.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 208.04 Current price: 201.09
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 Mar 2012
actual
Mar 2013
actual
Mar 2014
actual
Mar 2015
actual
Mar 2016
actual
Mar 2017
actual
Mar 2018
actual
Mar 2019
actual
Mar 2020
actual
Mar 2021
actual
Mar 2022
actual
Mar 2023
actual
Mar 2024
actual
Mar 2025
actual
Mar 2026
5 Rev. Ana.
5 EPS Ana.
Mar 2027
5 Rev. Ana.
5 EPS Ana.
Mar 2028
4 Rev. Ana.
4 EPS Ana.
Mar 2029
2 Rev. Ana.
1 EPS Ana.
Revenue
2.28B
est: 2.12B (+7.7%)
2.28B
est: 2.14B (+6.5%)
2.47B
est: 2.30B (+7.5%)
2.51B
est: 2.51B (+0.0%)
2.32B
est: 2.31B (+0.2%)
2.37B
est: 2.35B (+0.9%)
2.58B
est: 2.57B (+0.5%)
2.81B
est: 2.83B (-0.7%)
3.09B
est: 3.00B (+3.0%)
2.98B
est: 2.97B (+0.4%)
3.36B
est: 3.32B (+1.0%)
3.71B
est: 3.67B (+1.1%)
3.58B
est: 3.51B (+2.1%)
3.62B
est: 3.62B (+0.1%)
3.74B
3.70B – 3.75B
+3.3% YoY
3.86B
3.82B – 3.90B
+3.2% YoY
4.02B
4.02B – 4.03B
+4.4% YoY
4.18B
4.16B – 4.21B
+4.0% YoY
EBITDA
258.10M
est: 220.09M (+17.3%)
300.85M
est: 286.78M (+4.9%)
235.82M
est: 273.70M (-13.8%)
327.32M
est: 284.26M (+15.1%)
262.17M
est: 284.02M (-7.7%)
290.94M
est: 255.17M (+14.0%)
320.64M
est: 292.35M (+9.7%)
276.43M
est: 315.78M (-12.5%)
277.95M
est: 296.62M (-6.3%)
302.65M
est: 335.85M (-9.9%)
307.59M
est: 374.55M (-17.9%)
361.32M
est: 333.46M (+8.4%)
434.16M
est: 761.94M (-43.0%)
558.57M
est: 785.10M (-28.9%)
811.12M
803.08M – 813.30M
+3.3% YoY
837.30M
828.63M – 845.98M
+3.2% YoY
873.83M
873.00M – 874.66M
+4.4% YoY
908.38M
903.61M – 913.15M
+4.0% YoY
EBIT
207.74M
est: 186.05M (+11.7%)
248.95M
est: 239.36M (+4.0%)
180.85M
est: 231.31M (-21.8%)
268.98M
est: 227.99M (+18.0%)
204.28M
est: 226.67M (-9.9%)
234.89M
est: 200.49M (+17.2%)
263.33M
est: 246.51M (+6.8%)
213.08M
est: 245.23M (-13.1%)
190.61M
est: 207.36M (-8.1%)
208.57M
est: 253.83M (-17.8%)
211.72M
est: 211.80M (0.0%)
270.17M
est: 219.15M (+23.3%)
342.14M
est: 680.39M (-49.7%)
457.69M
est: 701.07M (-34.7%)
724.31M
717.12M – 726.25M
+3.3% YoY
747.68M
739.94M – 755.43M
+3.2% YoY
780.30M
779.56M – 781.04M
+4.4% YoY
811.16M
806.90M – 815.42M
+4.0% YoY
Net Income
144.00M
est: 120.69M (+19.3%)
166.51M
est: 161.14M (+3.3%)
150.33M
est: 169.08M (-11.1%)
181.20M
est: 164.30M (+10.3%)
136.20M
est: 153.22M (-11.1%)
160.20M
est: 129.30M (+23.9%)
119.60M
est: 101.29M (+18.1%)
160.20M
est: 196.65M (-18.5%)
137.12M
est: 157.85M (-13.1%)
143.37M
est: 180.22M (-20.4%)
143.91M
est: 148.25M (-2.9%)
175.81M
est: 211.63M (-16.9%)
269.10M
est: 289.45M (-7.0%)
363.74M
est: 403.99M (-10.0%)
417.67M
414.64M – 420.70M
+3.4% YoY
472.52M
449.96M – 495.08M
+13.1% YoY
493.10M
484.22M – 585.95M
+4.4% YoY
509.44M
502.52M – 516.36M
+3.3% YoY
SGA
est: 272.47M (-100.0%)
312.32M
344.42M
358.38M
352.77M
360.46M
382.08M
428.53M
— – —
— – —
— – —
— – —
EPS
2.95
est: 2.49 (+18.5%)
3.47
est: 3.21 (+8.1%)
3.17
est: 3.33 (-4.8%)
3.97
est: 4.32 (-8.1%)
3.08
est: 3.91 (-21.1%)
3.69
est: 4.68 (-21.2%)
2.81
est: 4.68 (-39.9%)
3.78
est: 4.93 (-23.3%)
3.23
est: 4.39 (-26.4%)
3.37
est: 4.46 (-24.4%)
3.42
est: 4.40 (-22.3%)
4.31
est: 4.90 (-12.0%)
6.62
est: 7.18 (-7.8%)
9.15
est: 9.99 (-8.4%)
10.34
10.25 – 10.40
+3.5% YoY
11.75
11.13 – 12.24
+13.6% YoY
13.28
11.97 – 14.49
+13.0% YoY
12.59
12.43 – 12.77
-5.2% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-20 A- 4/5 3/5 4/5 5/5 4/5 3/5 2/5
2026-05-19 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-05-18 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-05-15 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-05-14 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-05-13 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-05-12 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-05-11 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-05-08 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-05-07 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-05-06 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-05-05 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-05-04 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-05-01 B+ 3/5 3/5 4/5 5/5 1/5 3/5 3/5
2026-04-30 B+ 3/5 3/5 4/5 5/5 1/5 3/5 3/5
2026-04-29 B+ 3/5 3/5 4/5 5/5 1/5 3/5 2/5
2026-04-28 B+ 3/5 3/5 4/5 5/5 1/5 3/5 2/5
2026-04-27 B+ 3/5 3/5 4/5 5/5 1/5 3/5 2/5
2026-04-24 B+ 3/5 3/5 4/5 5/5 1/5 3/5 2/5
2026-04-23 B+ 3/5 3/5 4/5 5/5 1/5 3/5 2/5
2026-04-22 B+ 3/5 3/5 4/5 5/5 1/5 3/5 2/5
2026-04-21 B+ 3/5 3/5 4/5 5/5 1/5 3/5 2/5
2026-04-20 B+ 3/5 3/5 4/5 5/5 1/5 3/5 2/5
2026-04-17 B+ 3/5 3/5 4/5 5/5 1/5 3/5 2/5
2026-04-16 B+ 3/5 3/5 4/5 5/5 1/5 3/5 2/5
2026-04-15 B+ 3/5 3/5 4/5 5/5 1/5 3/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-1.39B
OE per share TTM
-36.41
Owner's Yield
-17.34%
Maintenance CapEx ratio
95,892.60%
Maint CapEx / Avg PPE
15.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
494
Total invested
6.03B
Insider transactions (90d)
0
Beneficial owners (>5%)
13
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Colonial Holding Company Limited 6.12M 4.34% 2.74M 2.74M HC Delaware 2015-02-18
2 Edward C. Johnson 3d 5.33M 11.75% 5.33M IN United States of America 2015-02-13
3 (1) BlackRock, Inc. 4.85M 11.90% HC Delaware 2023-01-20
4 The Vanguard Group - 23-1945930 4.15M 10.05% 43.4K 4.07M 78.9K IA Pennsylvania 2022-03-09
5 Fidelity Small Cap Discovery Fund 2.60M 5.86% 2.60M IV Massachusetts 2016-02-12
6 Wellington Management Company LLP 2.44M 5.72% 2.26M IA Massachusetts 2021-02-03
7 Abigail P. Johnson 2.00M 4.60% 2.00M IN United States of America 2017-02-14
8 FMR LLC 2.00M 4.60% 127.0K 2.00M HC Delaware 2017-02-14
9 52-2343049 1.87M 4.12% 1.87M 1.87M IA New York 2015-02-02
10 Boston Partners 1.86M 4.37% 1.50M 7.3K 1.86M IA Delaware 2021-02-12
11 Wellington Group Holdings LLP 1.46M 3.49% 1.30M HC Delaware 2022-02-04
12 Wellington Investment Advisors Holdings LLP 1.46M 3.49% 1.30M HC Delaware 2022-02-04
13 Wellington Management Group LLP 1.46M 3.49% 1.30M HC Massachusetts 2022-02-04

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
494
+45 vs prev Q
New positions
107
Closed positions
59
Increased
294
Reduced
144
Put/Call ratio
0.26
Calls held
244.2K
Puts held
63.3K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 5.13M +632.4K (+14.1%) 752.61M +244.7M (+48.2%) 13.91% +2.324 pp 0.01% +0.004 pp USD107.56 +36.4% 6 qtrs
2 VANGUARD GROUP INC 4.31M -187.6K (-4.2%) 632.77M +124.5M (+24.5%) 11.70% +0.100 pp 0.01% +0.002 pp USD61.05 +140.4% 84 qtrs
3 DIMENSIONAL FUND ADVISORS LP 1.63M +30.8K (+1.9%) 238.80M +58.5M (+32.4%) 4.41% +0.299 pp 0.05% +0.011 pp USD63.15 +132.4% 51 qtrs
4 STATE STREET CORP 1.46M -9.8K (-0.7%) 214.89M +48.4M (+29.1%) 3.97% +0.173 pp 0.01% +0.001 pp USD65.80 +123.0% 51 qtrs
5 EARNEST PARTNERS LLC 980.7K -55.9K (-5.4%) 143.92M +26.8M (+22.9%) 2.66% -0.011 pp 0.62% +0.109 pp USD59.51 +146.6% 51 qtrs
6 GEODE CAPITAL MANAGEMENT, LLC 944.9K -17.0K (-1.8%) 138.69M +30.0M (+27.6%) 2.56% +0.084 pp 0.01% +0.002 pp USD71.84 +104.3% 78 qtrs
7 FIRST TRUST ADVISORS LP 900.3K -64.7K (-6.7%) 132.12M +23.1M (+21.2%) 2.44% -0.045 pp 0.10% +0.015 pp USD91.21 +60.9% 51 qtrs
8 NEW SOUTH CAPITAL MANAGEMENT INC 848.1K -9.5K (-1.1%) 124.46M +27.6M (+28.5%) 2.30% +0.090 pp 5.73% +1.310 pp USD79.94 +83.6% 26 qtrs
9 INVESCO LTD. 787.8K -371.0K (-32.0%) 115.61M -15.3M (-11.7%) 2.14% -0.850 pp 0.02% -0.003 pp USD84.29 +74.1% 57 qtrs
10 BOSTON PARTNERS 634.2K -45.9K (-6.8%) 94.22M +17.2M (+22.4%) 1.72% -0.033 pp 0.10% +0.019 pp USD86.49 +69.7% 69 qtrs
11 LSV ASSET MANAGEMENT 562.3K +421.3K (+298.9%) 82.52M +66.6M (+418.3%) 1.53% +1.162 pp 0.18% +0.145 pp USD136.56 +7.5% 5 qtrs
12 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 560.5K -30.8K (-5.2%) 82.26M +15.5M (+23.1%) 1.52% -0.004 pp 0.01% +0.002 pp USD63.26 +132.0% 75 qtrs
13 AQR CAPITAL MANAGEMENT LLC 558.9K -93.2K (-14.3%) 82.02M +9.0M (+12.4%) 1.52% -0.165 pp 0.04% -0.004 pp USD98.38 +49.2% 56 qtrs
14 DEPRINCE RACE & ZOLLO INC 553.8K -489.1K (-46.9%) 81.27M -36.5M (-31.0%) 1.50% -1.186 pp 1.56% -0.808 pp USD81.67 +79.7% 16 qtrs
15 NORGES BANK 535.6K +535.6K (+100.0%) 78.60M +78.6M (+100.0%) 1.45% +1.453 pp 0.01% +0.008 pp USD146.75 +0.0% 1 qtrs NEW
16 PRINCIPAL FINANCIAL GROUP INC 500.4K +10.5K (+2.1%) 73.43M +18.1M (+32.7%) 1.36% +0.095 pp 0.04% +0.010 pp USD71.88 +104.2% 71 qtrs
17 NORTHERN TRUST CORP 494.1K -45.1K (-8.4%) 72.52M +11.6M (+19.0%) 1.34% -0.050 pp 0.01% +0.002 pp USD62.36 +135.3% 51 qtrs
18 HILL CITY CAPITAL, LP 467.5K +— (+0.0%) 68.61M +15.8M (+29.9%) 1.27% +0.063 pp 2.59% +0.357 pp USD79.46 +84.7% 21 qtrs
19 PARADIGM CAPITAL MANAGEMENT INC/NY 465.8K +— (+0.0%) 68.36M +15.7M (+29.9%) 1.26% +0.063 pp 2.88% +0.596 pp USD65.26 +124.9% 51 qtrs
20 BANK OF AMERICA CORP /DE/ 430.1K -2.1K (-0.5%) 63.12M +14.3M (+29.3%) 1.17% +0.053 pp 0.00% +0.001 pp USD79.39 +84.8% 52 qtrs
21 UBS GROUP AG 406.1K +130.2K (+47.2%) 59.60M +28.4M (+91.2%) 1.10% +0.390 pp 0.01% +0.005 pp USD114.64 +28.0% 45 qtrs
22 PRICE T ROWE ASSOCIATES INC /MD/ 392.8K +304.0K (+342.5%) 57.64M +47.6M (+474.8%) 1.07% +0.837 pp 0.01% +0.005 pp USD133.85 +9.6% 62 qtrs
23 SEGALL BRYANT & HAMILL, LLC 363.1K -120.4K (-24.9%) 53.28M -1.3M (-2.4%) 0.99% -0.261 pp 0.72% -0.006 pp USD78.87 +86.1% 52 qtrs
24 ALLIANZ ASSET MANAGEMENT GMBH 342.0K +111.7K (+48.5%) 50.19M +24.2M (+92.9%) 0.93% +0.334 pp 0.05% +0.022 pp USD105.12 +39.6% 51 qtrs
25 BANK OF NEW YORK MELLON CORP 341.0K -45.5K (-11.8%) 50.05M +6.4M (+14.6%) 0.93% -0.071 pp 0.01% +0.000 pp USD72.19 +103.3% 66 qtrs
26 FMR LLC 336.2K +95.3K (+39.5%) 49.34M +22.1M (+81.3%) 0.91% +0.291 pp 0.00% +0.001 pp USD110.66 +32.6% 70 qtrs
27 FRANKLIN RESOURCES INC 324.9K +271.5K (+508.6%) 47.68M +41.7M (+690.7%) 0.88% +0.744 pp 0.01% +0.010 pp USD138.35 +6.1% 10 qtrs
28 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 324.5K +206.9K (+175.8%) 47.63M +34.3M (+258.3%) 0.88% +0.577 pp 0.03% +0.020 pp USD129.98 +12.9% 3 qtrs
29 FISHER ASSET MANAGEMENT, LLC 320.4K -38.4K (-10.7%) 47.01M +6.5M (+16.0%) 0.87% -0.056 pp 0.02% +0.001 pp USD84.31 +74.1% 13 qtrs
30 JPMORGAN CHASE & CO 318.9K -80.6K (-20.2%) 46.79M +1.7M (+3.7%) 0.87% -0.165 pp 0.00% +0.000 pp USD89.35 +64.2% 51 qtrs
31 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 306.3K -225.9K (-42.4%) 44.95M -15.0M (-25.1%) 0.83% -0.541 pp 0.07% -0.029 pp USD102.06 +43.8% 7 qtrs
32 ACK ASSET MANAGEMENT LLC 304.3K -280.0K (-47.9%) 44.66M -21.3M (-32.3%) 0.83% -0.681 pp 5.61% -2.654 pp USD73.35 +100.1% 32 qtrs
33 AMERICAN CENTURY COMPANIES INC 292.3K +126.2K (+76.0%) 42.90M +24.1M (+128.7%) 0.79% +0.365 pp 0.02% +0.012 pp USD120.30 +22.0% 14 qtrs
34 MORGAN STANLEY 283.8K -52.8K (-15.7%) 41.65M +3.6M (+9.5%) 0.77% -0.098 pp 0.00% +0.000 pp USD96.26 +52.5% 51 qtrs
35 KENNEDY CAPITAL MANAGEMENT LLC 262.8K -48.5K (-15.6%) 38.56M +3.4M (+9.7%) 0.71% -0.090 pp 0.82% +0.039 pp USD105.46 +39.2% 54 qtrs
36 SCHONFELD STRATEGIC ADVISORS LLC 262.4K +223.0K (+565.0%) 38.51M +34.1M (+763.9%) 0.71% +0.610 pp 0.17% +0.145 pp USD137.74 +6.5% 23 qtrs
37 NUVEEN, LLC 243.4K -7.7K (-3.1%) 35.72M +7.4M (+25.9%) 0.66% +0.013 pp 0.01% +0.002 pp USD91.58 +60.2% 4 qtrs
38 ALGERT GLOBAL LLC 230.5K +176.5K (+326.9%) 33.83M +27.7M (+454.6%) 0.63% +0.486 pp 0.53% +0.425 pp USD135.07 +8.6% 7 qtrs
39 MILLENNIUM MANAGEMENT LLC 222.7K -334.1K (-60.0%) 32.68M -30.2M (-48.0%) 0.60% -0.831 pp 0.01% -0.013 pp USD107.17 +36.9% 38 qtrs
40 ROYAL BANK OF CANADA 213.4K +18.1K (+9.2%) 31.32M +9.3M (+41.9%) 0.58% +0.075 pp 0.01% +0.002 pp USD99.86 +47.0% 51 qtrs
41 ENERGY INCOME PARTNERS, LLC 202.5K +202.5K (+100.0%) 29.71M +29.7M (+100.0%) 0.55% +0.549 pp 0.54% +0.538 pp USD146.75 +0.0% 1 qtrs NEW
42 FRONTIER CAPITAL MANAGEMENT CO LLC 178.9K -45.5K (-20.3%) 26.26M +902.4K (+3.6%) 0.49% -0.093 pp 0.28% +0.051 pp USD73.40 +99.9% 40 qtrs
43 GOLDMAN SACHS GROUP INC 178.1K -22.1K (-11.0%) 26.13M +3.5M (+15.6%) 0.48% -0.033 pp 0.00% +0.000 pp USD93.35 +57.2% 73 qtrs
44 BARCLAYS PLC 177.0K -7.1K (-3.9%) 25.97M +7.2M (+38.2%) 0.48% +0.006 pp 0.01% +0.001 pp USD99.22 +47.9% 51 qtrs
45 ENVESTNET ASSET MANAGEMENT INC 164.4K -22.3K (-11.9%) 24.13M +3.0M (+14.4%) 0.45% -0.035 pp 0.01% +0.001 pp USD85.52 +71.6% 51 qtrs
46 RUSSELL INVESTMENTS GROUP, LTD. 161.1K -51.1K (-24.1%) 23.64M -331.8K (-1.4%) 0.44% -0.110 pp 0.03% -0.002 pp USD75.57 +94.2% 37 qtrs
47 WELLS FARGO & COMPANY/MN 158.3K +11.7K (+8.0%) 23.24M +6.7M (+40.3%) 0.43% +0.052 pp 0.00% +0.001 pp USD74.07 +98.1% 57 qtrs
48 SCOPIA CAPITAL MANAGEMENT LP 153.9K -216.8K (-58.5%) 22.59M -19.3M (-46.1%) 0.42% -0.538 pp 4.67% -0.598 pp USD93.08 +57.7% 18 qtrs
49 JANE STREET GROUP, LLC 152.1K +37.5K (+32.7%) 22.32M +9.4M (+72.4%) 0.41% +0.117 pp 0.00% +0.001 pp USD109.61 +33.9% 21 qtrs
50 GLENMEDE TRUST CO NA 149.2K +149.2K (+100.0%) 21.89M +21.9M (+100.0%) 0.40% +0.405 pp 0.10% +0.104 pp USD146.75 +0.0% 1 qtrs NEW
51 SCHRODER INVESTMENT MANAGEMENT GROUP 145.3K -16.1K (-10.0%) 21.56M +3.6M (+20.1%) 0.39% -0.022 pp 0.02% +0.003 pp USD101.50 +44.6% 6 qtrs
52 CITIGROUP INC 145.6K +129.6K (+809.0%) 21.37M +19.6M (+1,080.9%) 0.40% +0.354 pp 0.01% +0.009 pp USD141.35 +3.8% 63 qtrs
53 JUPITER ASSET MANAGEMENT LTD 130.3K -604.0 (-0.5%) 19.12M +4.3M (+29.3%) 0.35% +0.016 pp 0.15% +0.026 pp USD112.08 +30.9% 3 qtrs
54 TRIBUTARY CAPITAL MANAGEMENT, LLC 121.0K -9.6K (-7.4%) 17.75M +3.0M (+20.3%) 0.33% -0.009 pp 1.75% +0.414 pp USD72.68 +101.9% 24 qtrs
55 RHUMBLINE ADVISERS 118.6K -16.5K (-12.2%) 17.40M +2.1M (+14.1%) 0.32% -0.026 pp 0.01% +0.002 pp USD68.79 +113.3% 51 qtrs
56 BNP PARIBAS ARBITRAGE, SNC 115.5K +28.0K (+31.9%) 16.95M +7.1M (+71.4%) 0.31% +0.088 pp 0.01% +0.002 pp USD107.85 +36.1% 51 qtrs
57 QUBE RESEARCH & TECHNOLOGIES LTD 101.6K -46.4K (-31.3%) 14.90M -1.8M (-10.8%) 0.28% -0.106 pp 0.02% -0.002 pp USD98.06 +49.7% 12 qtrs
58 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 91.7K -3.4K (-3.6%) 13.46M +2.7M (+25.3%) 0.25% +0.004 pp 0.09% +0.017 pp USD112.96 +29.9% 2 qtrs
59 GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC 85.4K -12.0K (-12.3%) 12.53M +1.5M (+13.9%) 0.23% -0.019 pp 0.03% +0.001 pp USD77.39 +89.6% 31 qtrs
60 AMERIPRISE FINANCIAL INC 84.5K -4.7K (-5.3%) 12.40M +2.3M (+23.0%) 0.23% -0.001 pp 0.00% +0.001 pp USD81.48 +80.1% 51 qtrs
61 COLONY GROUP, LLC 82.9K +79.4K (+2,319.0%) 12.16M +11.8M (+3,282.2%) 0.22% +0.216 pp 0.01% +0.013 pp USD145.35 +1.0% 2 qtrs
62 CI PRIVATE WEALTH, LLC 78.1K -4.5K (-5.5%) 11.46M +2.1M (+22.8%) 0.21% -0.001 pp 0.02% +0.001 pp USD80.07 +83.3% 13 qtrs
63 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 75.5K +507.0 (+0.7%) 11.09M +2.6M (+30.8%) 0.20% +0.012 pp 0.01% +0.001 pp USD61.67 +138.0% 58 qtrs
64 JANUS HENDERSON GROUP PLC 75.4K +58.0K (+333.9%) 11.06M +9.1M (+463.4%) 0.20% +0.160 pp 0.01% +0.004 pp USD130.00 +12.9% 35 qtrs
65 LIGHTROCK NETHERLANDS B.V. 103.8K -28.6K (-21.6%) 11.02M -1.7M (-13.5%) 0.28% -0.060 pp 2.28% -1.045 pp USD92.33 +58.9% 5 qtrs
66 SWISS NATIONAL BANK 73.9K -900.0 (-1.2%) 10.84M +2.4M (+28.4%) 0.20% +0.008 pp 0.01% +0.002 pp USD61.03 +140.5% 51 qtrs
67 UBS ASSET MANAGEMENT AMERICAS INC 73.7K -3.3K (-4.3%) 10.82M +2.1M (+24.3%) 0.20% +0.001 pp 0.00% +0.000 pp USD83.27 +76.2% 71 qtrs
68 ALLIANCEBERNSTEIN L.P. 73.6K +1.1K (+1.5%) 10.81M +2.6M (+31.8%) 0.20% +0.013 pp 0.00% +0.001 pp USD70.25 +108.9% 61 qtrs
69 DANSKE BANK A/S 73.2K -31.3K (-29.9%) 10.74M -1.1M (-9.0%) 0.20% -0.071 pp 0.03% -0.004 pp USD93.84 +56.4% 8 qtrs
70 CARMEL CAPITAL MANAGEMENT L.L.C. 72.9K +6.6K (+10.0%) 10.70M +3.2M (+42.8%) 0.20% +0.027 pp 3.24% +0.965 pp USD95.18 +54.2% 17 qtrs
71 SEI INVESTMENTS CO 72.6K +58.4K (+411.8%) 10.66M +9.1M (+564.8%) 0.20% +0.161 pp 0.01% +0.009 pp USD134.54 +9.1% 45 qtrs
72 MIROVA 68.0K +— (+0.0%) 9.98M +2.3M (+29.9%) 0.18% +0.009 pp 1.44% +0.353 pp USD91.50 +60.4% 5 qtrs
73 CSM ADVISORS, LLC 67.8K -341.0 (-0.5%) 9.96M +2.3M (+29.3%) 0.18% +0.008 pp 0.27% +0.055 pp USD90.89 +61.5% 3 qtrs
74 LAZARD ASSET MANAGEMENT LLC 65.8K -2.2K (-3.2%) 9.65M +2.0M (+25.8%) 0.18% +0.003 pp 0.02% +0.006 pp USD92.99 +57.8% 33 qtrs
75 NEW YORK STATE COMMON RETIREMENT FUND 65.4K -44.0K (-40.2%) 9.60M -2.8M (-22.3%) 0.18% -0.105 pp 0.01% -0.003 pp USD94.76 +54.9% 65 qtrs
76 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 65.1K -75.0 (-0.1%) 9.56M +2.2M (+29.8%) 0.18% +0.009 pp 0.03% +0.006 pp USD67.73 +116.7% 51 qtrs
77 HILLSDALE INVESTMENT MANAGEMENT INC. 62.7K -150.0 (-0.2%) 9.20M +2.1M (+29.6%) 0.17% +0.008 pp 0.25% +0.040 pp USD97.37 +50.7% 11 qtrs
78 CITADEL ADVISORS LLC 58.5K -20.9K (-26.3%) 8.58M -378.9K (-4.2%) 0.16% -0.046 pp 0.00% 0.000 pp USD102.78 +42.8% 51 qtrs
79 LEGAL & GENERAL GROUP PLC 58.5K -122.0K (-67.6%) 8.58M -11.8M (-57.9%) 0.16% -0.307 pp 0.00% -0.003 pp USD75.00 +95.7% 59 qtrs
80 GLOBEFLEX CAPITAL L P 57.9K +559.0 (+1.0%) 8.49M +2.0M (+31.2%) 0.16% +0.009 pp 1.30% +0.303 pp USD100.43 +46.1% 11 qtrs
81 CBOE VEST FINANCIAL, LLC 56.7K +1.7K (+3.1%) 8.33M +2.1M (+34.0%) 0.15% +0.012 pp 0.11% +0.024 pp USD95.79 +53.2% 4 qtrs
82 INTECH INVESTMENT MANAGEMENT LLC 54.1K +20.7K (+61.9%) 7.94M +4.2M (+110.3%) 0.15% +0.061 pp 0.07% +0.037 pp USD116.52 +25.9% 7 qtrs
83 DANA INVESTMENT ADVISORS, INC. 54.0K -73.0 (-0.1%) 7.92M +1.8M (+29.7%) 0.15% +0.007 pp 0.23% +0.052 pp USD91.44 +60.5% 13 qtrs
84 STERLING CAPITAL MANAGEMENT LLC 52.2K -3.5K (-6.3%) 7.66M +1.4M (+21.7%) 0.14% -0.002 pp 0.12% +0.032 pp USD102.36 +43.4% 6 qtrs
85 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 51.8K +51.5K (+16,348.3%) 7.60M +7.6M (+21,022.2%) 0.14% +0.140 pp 0.01% +0.009 pp USD146.38 +0.3% 3 qtrs
86 RAYMOND JAMES FINANCIAL INC 51.7K +10.8K (+26.4%) 7.59M +3.0M (+64.2%) 0.14% +0.035 pp 0.00% +0.001 pp USD103.20 +42.2% 5 qtrs
87 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 51.6K +6.4K (+14.3%) 7.57M +2.5M (+48.6%) 0.14% +0.024 pp 0.01% +0.004 pp USD110.71 +32.6% 4 qtrs
88 SKYLANDS CAPITAL, LLC 51.2K -17.6K (-25.5%) 7.52M -254.2K (-3.3%) 0.14% -0.038 pp 1.02% -0.054 pp USD74.20 +97.8% 61 qtrs
89 PEAK6 LLC 50.2K +25.5K (+103.2%) 7.37M +4.6M (+164.0%) 0.14% +0.073 pp 0.01% +0.010 pp USD116.75 +25.7% 3 qtrs
90 TOROSO INVESTMENTS, LLC 49.9K +34.7K (+227.3%) 7.33M +5.6M (+325.2%) 0.14% +0.096 pp 0.02% +0.014 pp USD130.88 +12.1% 21 qtrs
91 HRT FINANCIAL LP 49.7K -10.4K (-17.3%) 7.29M +503.0K (+7.4%) 0.13% -0.020 pp 0.02% -0.002 pp USD108.97 +34.7% 11 qtrs
92 AMUNDI 48.2K +48.2K (+100.0%) 7.08M +7.1M (+100.0%) 0.13% +0.131 pp 0.00% +0.002 pp USD146.75 +0.0% 1 qtrs NEW
93 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 47.4K -828.0 (-1.7%) 6.96M +1.5M (+27.7%) 0.13% +0.004 pp 0.01% +0.003 pp USD65.73 +123.3% 51 qtrs
94 BRIDGEWATER ASSOCIATES, LP 47.1K +44.5K (+1,738.1%) 6.91M +6.6M (+2,287.9%) 0.13% +0.121 pp 0.03% +0.024 pp USD144.91 +1.3% 2 qtrs
95 TREXQUANT INVESTMENT LP 46.4K +46.4K (+100.0%) 6.82M +6.8M (+100.0%) 0.13% +0.126 pp 0.06% +0.061 pp USD146.75 +0.0% 1 qtrs NEW
96 GREAT WEST LIFE ASSURANCE CO /CAN/ 44.9K -35.4K (-44.1%) 6.59M -2.3M (-26.2%) 0.12% -0.085 pp 0.01% -0.001 pp USD89.06 +64.8% 59 qtrs
97 RETIREMENT SYSTEMS OF ALABAMA 44.3K -1.0K (-2.2%) 6.50M +1.4M (+27.0%) 0.12% +0.003 pp 0.02% +0.004 pp USD69.56 +111.0% 38 qtrs
98 LUMBARD & KELLNER, LLC 44.1K -394.0 (-0.9%) 6.48M +1.4M (+28.8%) 0.12% +0.005 pp 2.27% +0.418 pp USD85.86 +70.9% 3 qtrs
99 DEKABANK DEUTSCHE GIROZENTRALE 47.8K +— (+0.0%) 4.79M -485.0K (-9.2%) 0.13% +0.007 pp 0.01% -0.001 pp USD93.30 +57.3% 10 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
10
Sells
0
Shares acquired
972.00
Shares disposed
Cash buys
Cash sales
Net activity
+972
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
2026-04-13 Wynter Rudolph W. Director A-Award A Common Stock 33 0.00 14,819 D
2026-04-13 TUFANO PAUL J Director A-Award A Common Stock 224 194.61 43.6K 50,412 D
2026-04-13 Morytko Tamara Director A-Award A Common Stock 143 194.61 27.8K 10,122 D
2026-04-13 Knausenberger Lauren Director A-Award A Common Stock 27 0.00 5,463 D
2026-04-13 Habiger David C Director A-Award A Common Stock 143 194.61 27.8K 6,063 D
2026-03-27 Wynter Rudolph W. Director A-Award A Common Stock 15 0.00 14,613 D
2026-03-27 Vargo Ronald P Director A-Award A Common Stock 0 0.00 35,483 D
2026-03-27 Uplinger Chad C Officer A-Award A Common Stock 9 0.00 23,754 D
2026-03-27 TUFANO PAUL J Director A-Award A Common Stock 0 0.00 50,188 D
2026-03-27 O'Connell Shawn M. Officer A-Award A Common Stock 3 0.00 71,481 D
2026-03-27 Morytko Tamara Director A-Award A Common Stock 10 0.00 9,973 D
2026-03-27 Matthews Mark E. Officer A-Award A Common Stock 9 0.00 21,005 D
2026-03-27 Knausenberger Lauren Director A-Award A Common Stock 6 0.00 5,298 D
2026-03-27 Habiger David C Director A-Award A Common Stock 0 0.00 5,920 D
2026-03-27 HOFFEN HOWARD I Director A-Award A Common Stock 4 0.00 47,663 D
2026-03-27 Funk Andrea J. Officer A-Award A Common Stock 5 0.00 58,282 D
2026-03-27 Fisher Keith D. Officer A-Award A Common Stock 9 0.00 22,994 D
2026-03-27 FLUDDER STEVEN M Director A-Award A Common Stock 7 0.00 20,554 D
2026-03-27 Chan Caroline Director A-Award A Common Stock 24 0.00 15,692 D
2026-02-07 Fisher Keith D. Officer F-InKind D Common Stock 557 172.22 95.9K 22,411 D
2026-01-15 Wynter Rudolph W. Director A-Award A Common Stock 38 0.00 14,599 D
2026-01-15 Vargo Ronald P Director A-Award A Common Stock 8 0.00 35,435 D
2026-01-15 TUFANO PAUL J Director A-Award A Common Stock 261 167.14 43.6K 50,062 D
2026-01-15 Morytko Tamara Director A-Award A Common Stock 33 0.00 9,968 D
2026-01-15 Knausenberger Lauren Director A-Award A Common Stock 158 167.14 26.4K 5,262 D
2026-01-15 Habiger David C Director A-Award A Common Stock 33 0.00 5,910 D
2025-12-26 Wynter Rudolph W. Director A-Award A Common Stock 17 0.00 14,360 D
2025-12-26 Vargo Ronald P Director A-Award A Common Stock 0 0.00 35,387 D
2025-12-26 Uplinger Chad C Officer A-Award A Common Stock 9 0.00 23,734 D
2025-12-26 TUFANO PAUL J Director A-Award A Common Stock 0 0.00 49,801 D
2025-12-26 O'Connell Shawn M. Officer A-Award A Common Stock 5 0.00 71,981 D
2025-12-26 Morytko Tamara Director A-Award A Common Stock 11 0.00 9,762 D
2025-12-26 Matthews Mark E. Officer A-Award A Common Stock 9 0.00 20,987 D
2025-12-26 Knausenberger Lauren Director A-Award A Common Stock 0 0.00 5,104 D
2025-12-26 Habiger David C Director A-Award A Common Stock 0 0.00 5,711 D
2025-12-26 HOFFEN HOWARD I Director A-Award A Common Stock 5 0.00 47,591 D
2025-12-26 Funk Andrea J. Officer A-Award A Common Stock 4 0.00 58,202 D
2025-12-26 Fisher Keith D. Officer A-Award A Common Stock 9 0.00 22,968 D
2025-12-26 FLUDDER STEVEN M Director A-Award A Common Stock 27 0.00 20,515 D
2025-12-26 Chan Caroline Director A-Award A Common Stock 27 0.00 15,677 D
2025-12-10 Uplinger Chad C Officer M-Exempt D Stock Option 1,843 94.71 174.6K 922 D
2025-11-11 Uplinger Chad C Officer M-Exempt A Common Stock 3,434 91.81 315.3K 26,493 D
2025-11-06 O'Connell Shawn M. Officer F-InKind D Common Stock 5,406 129.26 698.8K 70,002 D
2025-10-16 Wynter Rudolph W. Director A-Award A Common Stock 252 123.97 31.2K 14,293 D
2025-10-16 Vargo Ronald P Director A-Award A Common Stock 51 123.97 6.3K 35,316 D
2025-10-16 TUFANO PAUL J Director A-Award A Common Stock 69 0.00 49,715 D
2025-10-16 Morytko Tamara Director A-Award A Common Stock 43 0.00 9,751 D
2025-10-16 Knausenberger Lauren Director A-Award A Common Stock 206 123.97 25.5K 5,054 D
2025-10-16 Habiger David C Director A-Award A Common Stock 218 123.97 27.0K 5,658 D
2025-09-26 Wynter Rudolph W. Director A-Award A Common Stock 23 0.00 14,030 D
2025-09-26 Vargo Ronald P Director A-Award A Common Stock 0 0.00 35,265 D
2025-09-26 Uplinger Chad C Officer A-Award A Common Stock 2 0.00 21,192 D
2025-09-26 TUFANO PAUL J Director A-Award A Common Stock 0 0.00 49,301 D
2025-09-26 O'Connell Shawn M. Officer A-Award A Common Stock 13 0.00 63,899 D
2025-09-26 Morytko Tamara Director A-Award A Common Stock 0 0.00 9,490 D
2025-09-26 Matthews Mark E. Officer A-Award A Common Stock 12 0.00 20,967 D
2025-09-26 Knausenberger Lauren Director A-Award A Common Stock 0 0.00 4,848 D
2025-09-26 Habiger David C Director A-Award A Common Stock 0 0.00 5,440 D
2025-09-26 HOFFEN HOWARD I Director A-Award A Common Stock 7 0.00 47,508 D
2025-09-26 Funk Andrea J. Officer A-Award A Common Stock 25 0.00 58,198 D
2025-09-26 Fisher Keith D. Officer A-Award A Common Stock 12 0.00 22,927 D
2025-09-26 FLUDDER STEVEN M Director A-Award A Common Stock 0 0.00 20,488 D
2025-09-26 Chan Caroline Director A-Award A Common Stock 37 0.00 15,650 D
2025-08-16 Uplinger Chad C Officer F-InKind D Common Stock 308 98.33 30.2K 21,190 D
2025-08-16 O'Connell Shawn M. Officer F-InKind D Common Stock 558 98.33 54.9K 63,875 D
2025-08-16 Matthews Mark E. Officer F-InKind D Common Stock 246 98.33 24.2K 20,940 D
2025-08-16 Funk Andrea J. Officer F-InKind D Common Stock 603 98.33 59.3K 58,103 D
2025-08-12 Uplinger Chad C Officer F-InKind D Common Stock 434 95.39 41.4K 21,498 D
2025-08-12 O'Connell Shawn M. Officer F-InKind D Common Stock 790 95.39 75.4K 64,434 D
2025-08-12 Matthews Mark E. Officer F-InKind D Common Stock 353 95.39 33.7K 21,187 D
2025-08-12 Funk Andrea J. Officer F-InKind D Common Stock 968 95.39 92.3K 58,706 D
2025-08-11 Uplinger Chad C Officer F-InKind D Common Stock 288 95.60 27.5K 21,932 D
2025-08-11 O'Connell Shawn M. Officer F-InKind D Common Stock 586 95.60 56.0K 65,224 D
2025-08-11 Matthews Mark E. Officer F-InKind D Common Stock 274 95.60 26.2K 21,540 D
2025-08-11 Funk Andrea J. Officer F-InKind D Common Stock 718 95.60 68.6K 59,673 D
2025-08-09 Uplinger Chad C Officer F-InKind D Common Stock 584 95.60 55.8K 22,220 D
2025-08-09 O'Connell Shawn M. Officer F-InKind D Common Stock 816 95.60 78.0K 65,810 D
2025-08-09 Matthews Mark E. Officer F-InKind D Common Stock 307 95.60 29.4K 21,815 D
2025-08-09 Funk Andrea J. Officer F-InKind D Common Stock 816 95.60 78.0K 60,391 D
2025-08-08 Wynter Rudolph W. Director A-Award A Common Stock 2,088 0.00 14,007 D
2025-08-08 Vargo Ronald P Director A-Award A Common Stock 2,088 0.00 35,182 D
2025-08-08 Uplinger Chad C Officer A-Award A Stock Options (Right to buy) 14,480 105.16 1.52M 14,480 D
2025-08-08 TUFANO PAUL J Director A-Award A Common Stock 3,038 0.00 49,184 D
2025-08-08 O'Connell Shawn M. Officer A-Award A Stock Options (Right to buy) 65,161 105.16 6.85M 65,161 D
2025-08-08 Morytko Tamara Director A-Award A Common Stock 2,088 0.00 9,467 D
2025-08-08 Matthews Mark E. Officer A-Award A Stock Options (Right to buy) 14,480 105.16 1.52M 14,480 D
2025-08-08 Knausenberger Lauren Director A-Award A Common Stock 2,088 0.00 4,836 D
2025-08-08 Habiger David C Director A-Award A Common Stock 2,088 0.00 5,427 D
2025-08-08 HOFFEN HOWARD I Director A-Award A Common Stock 2,088 0.00 47,396 D
2025-08-08 Funk Andrea J. Officer A-Award A Stock Options (Right to buy) 28,960 105.16 3.05M 28,960 D
2025-08-08 Fisher Keith D. Officer A-Award A Stock Options (Right to buy) 14,480 105.16 1.52M 14,480 D
2025-08-08 FLUDDER STEVEN M Director A-Award A Common Stock 2,088 0.00 20,439 D
2025-08-08 Chan Caroline Director A-Award A Common Stock 2,088 0.00 15,613 D
2025-07-17 Wynter Rudolph W. Director A-Award A Common Stock 327 89.52 29.3K 11,854 D
2025-07-17 Vargo Ronald P Director A-Award A Common Stock 65 89.52 5.8K 33,081 D
2025-07-17 TUFANO PAUL J Director A-Award A Common Stock 92 0.00 46,146 D
2025-07-17 Morytko Tamara Director A-Award A Common Stock 57 0.00 7,379 D
2025-07-17 Knausenberger Lauren Director A-Award A Common Stock 54 0.00 2,748 D
2025-07-17 Habiger David C Director A-Award A Common Stock 285 89.52 25.5K 3,282 D
2025-06-27 Wynter Rudolph W. Director A-Award A Common Stock 11 0.00 11,527 D
2025-06-27 Vargo Ronald P Director A-Award A Common Stock 26 0.00 33,016 D
2025-06-27 Uplinger Chad C Officer A-Award A Common Stock 15 0.00 17,573 D
2025-06-27 TUFANO PAUL J Director A-Award A Common Stock 0 0.00 45,593 D
2025-06-27 O'Connell Shawn M. Officer A-Award A Common Stock 10 0.00 43,044 D
2025-06-27 Morytko Tamara Director A-Award A Common Stock 0 0.00 7,036 D
2025-06-27 Matthews Mark E. Officer A-Award A Common Stock 7 0.00 16,881 D
2025-06-27 Knausenberger Lauren Director A-Award A Common Stock 6 0.00 2,425 D
2025-06-27 Habiger David C Director A-Award A Common Stock 6 0.00 2,997 D
2025-06-27 HOFFEN HOWARD I Director A-Award A Common Stock 8 0.00 45,308 D
2025-06-27 Funk Andrea J. Officer A-Award A Common Stock 14 0.00 50,675 D
2025-06-27 Fisher Keith D. Officer A-Award A Common Stock 14 0.00 17,608 D
2025-06-27 FLUDDER STEVEN M Director A-Award A Common Stock 0 0.00 18,351 D
2025-06-27 Chan Caroline Director A-Award A Common Stock 37 0.00 13,525 D
2025-05-30 Uplinger Chad C Officer P-Purchase A Common Stock 295 83.65 24.7K 17,545 D
2025-05-30 O'Connell Shawn M. Officer P-Purchase A Common Stock 475 83.76 39.8K 43,030 D
2025-05-23 Funk Andrea J. Officer P-Purchase A Common Stock 315 80.20 25.3K 50,645 D
2025-04-10 Wynter Rudolph W. Director A-Award A Common Stock 379 81.03 30.7K 11,419 D
2025-04-10 Vargo Ronald P Director A-Award A Common Stock 14 0.00 32,924 D
2025-04-10 TUFANO PAUL J Director A-Award A Common Stock 740 81.03 60.0K 45,596 D
2025-04-10 Morytko Tamara Director A-Award A Common Stock 315 81.03 25.5K 6,954 D
2025-04-10 Knausenberger Lauren Director A-Award A Common Stock 315 81.03 25.5K 2,356 D
2025-04-10 Habiger David C Director A-Award A Common Stock 333 81.03 27.0K 2,924 D
2025-04-10 FLUDDER STEVEN M Director A-Award A Common Stock 398 81.03 32.2K 18,699 D
2025-03-28 Wynter Rudolph W. Director A-Award A Common Stock 0 0.00 11,040 D
2025-03-28 Vargo Ronald P Director A-Award A Common Stock 0 0.00 32,838 D
2025-03-28 Uplinger Chad C Officer A-Award A Common Stock 14 0.00 17,250 D
2025-03-28 TUFANO PAUL J Director A-Award A Common Stock 0 0.00 44,856 D
2025-03-28 Shaffer David M Officer A-Award A Common Stock 17 0.00 77,103 D
2025-03-28 O'Connell Shawn M. Officer A-Award A Common Stock 3 0.00 42,503 D
2025-03-28 Morytko Tamara Director A-Award A Common Stock 11 0.00 6,633 D
2025-03-28 Matthews Mark E. Officer A-Award A Common Stock 2 0.00 16,841 D
2025-03-28 Knausenberger Lauren Director A-Award A Common Stock 5 0.00 2,041 D
2025-03-28 Habiger David C Director A-Award A Common Stock 0 0.00 2,591 D
2025-03-28 HOFFEN HOWARD I Director A-Award A Common Stock 8 0.00 45,183 D
2025-03-28 Funk Andrea J. Officer A-Award A Common Stock 19 0.00 31,636 D
2025-03-28 Fisher Keith D. Officer A-Award A Common Stock 32 0.00 17,594 D
2025-03-28 FLUDDER STEVEN M Director A-Award A Common Stock 0 0.00 18,301 D
2025-03-28 Chan Caroline Director A-Award A Common Stock 35 0.00 13,488 D
2025-02-26 HOFFEN HOWARD I Director S-Sale D Common Stock 5,001 102.70 513.6K 45,067 D
2025-02-25 Shaffer David M Officer S-Sale D Common Stock 3,991 101.37 404.6K 137 I
2025-02-24 Shaffer David M Officer S-Sale D Common Stock 7,348 100.74 740.2K 17,380 I
2025-02-21 Shaffer David M Officer S-Sale D Common Stock 4,235 101.85 431.3K 38,532 I
2025-02-20 Shaffer David M Officer S-Sale D Common Stock 3,046 101.54 309.3K 48,453 I
2025-02-19 Shaffer David M Officer S-Sale D Common Stock 3,417 100.62 343.8K 61,500 I
2025-02-12 Shaffer David M Officer M-Exempt A Common Stock 15,662 68.40 1.07M 92,748 D
2025-02-07 Shaffer David M Officer G-Gift D Common Stock 129,834 0.00 1 I
2025-02-07 Fisher Keith D. Officer A-Award A Common Stock 12,535 0.00 17,549 D
2025-02-01 HOFFEN HOWARD I Director D-Return D Common Stock 0 99.72 16.23 50,068 D
2025-01-10 Wynter Rudolph W. Director A-Award A Common Stock 343 89.62 30.7K 10,943 D
2025-01-10 Vargo Ronald P Director A-Award A Common Stock 20 0.00 32,754 D
2025-01-10 TUFANO PAUL J Director A-Award A Common Stock 460 89.62 41.2K 44,648 D
2025-01-10 Morytko Tamara Director A-Award A Common Stock 57 0.00 6,622 D
2025-01-10 Habiger David C Director A-Award A Common Stock 301 89.62 27.0K 2,524 D
2025-01-10 FLUDDER STEVEN M Director A-Award A Common Stock 360 89.62 32.3K 18,181 D
2025-01-02 Fisher Keith D. Officer Common Stock 0 0.00 0 D
2024-12-27 Wynter Rudolph W. Director A-Award A Common Stock 0 0.00 10,600 D
2024-12-27 Vargo Ronald P Director A-Award A Common Stock 0 0.00 32,636 D
2024-12-27 Uplinger Chad C Officer A-Award A Common Stock 2 0.00 17,201 D
2024-12-27 Tinnemeyer Joern Officer A-Award A Common Stock 14 0.00 25,432 D
2024-12-27 TUFANO PAUL J Director A-Award A Common Stock 0 0.00 44,188 D
2024-12-27 Shaffer David M Officer A-Award A Common Stock 55 0.00 77,009 D
2024-12-27 O'Connell Shawn M. Officer A-Award A Common Stock 3 0.00 42,448 D
2024-12-27 Morytko Tamara Director A-Award A Common Stock 11 0.00 6,274 D
2024-12-27 Matthews Mark E. Officer A-Award A Common Stock 2 0.00 16,816 D
2024-12-27 Knausenberger Lauren Director A-Award A Common Stock 5 0.00 2,036 D
2024-12-27 Habiger David C Director A-Award A Common Stock 0 0.00 2,223 D
2024-12-27 HOFFEN HOWARD I Director A-Award A Common Stock 0 0.00 50,068 D
2024-12-27 Funk Andrea J. Officer A-Award A Common Stock 19 0.00 31,589 D
2024-12-27 FLUDDER STEVEN M Director A-Award A Common Stock 0 0.00 17,821 D
2024-12-27 Chan Caroline Director A-Award A Common Stock 35 0.00 13,453 D
2024-11-26 Shaffer David M Officer G-Gift A Common Stock 129,835 0.00 129,835 I
2024-11-25 Shaffer David M Officer S-Sale D Common Stock 20,000 100.01 2.00M 206,724 D
2024-11-08 O'Connell Shawn M. Officer A-Award A Common Stock 5,131 0.00 42,444 D
2024-10-18 Wynter Rudolph W. Director A-Award A Common Stock 286 102.27 29.2K 10,516 D
2024-10-18 Vargo Ronald P Director A-Award A Common Stock 86 102.27 8.8K 32,535 D
2024-10-18 TUFANO PAUL J Director A-Award A Common Stock 381 102.27 39.0K 43,998 D
2024-10-18 Morytko Tamara Director A-Award A Common Stock 50 0.00 6,264 D
2024-10-18 Habiger David C Director A-Award A Common Stock 143 102.27 14.6K 2,189 D
2024-10-18 FLUDDER STEVEN M Director A-Award A Common Stock 288 102.27 29.5K 17,717 D
2024-09-30 Wynter Rudolph W. Director A-Award A Common Stock 0 0.00 10,230 D
2024-09-30 Vargo Ronald P Director A-Award A Common Stock 0 0.00 32,449 D
2024-09-30 Uplinger Chad C Officer A-Award A Common Stock 5 0.00 17,186 D
2024-09-30 Tinnemeyer Joern Officer A-Award A Common Stock 13 0.00 25,399 D
2024-09-30 TUFANO PAUL J Director A-Award A Common Stock 0 0.00 43,617 D
2024-09-30 Shaffer David M Officer A-Award A Common Stock 16 0.00 226,556 D
2024-09-30 O'Connell Shawn M. Officer A-Award A Common Stock 9 0.00 37,286 D
2024-09-30 Morytko Tamara Director A-Award A Common Stock 10 0.00 5,960 D
2024-09-30 Matthews Mark E. Officer A-Award A Common Stock 2 0.00 16,793 D
2024-09-30 Knausenberger Lauren Director A-Award A Common Stock 5 0.00 2,031 D
2024-09-30 Habiger David C Director A-Award A Common Stock 5 0.00 2,046 D
2024-09-30 HOFFEN HOWARD I Director A-Award A Common Stock 0 0.00 49,938 D
2024-09-30 Funk Andrea J. Officer A-Award A Common Stock 18 0.00 31,542 D
2024-09-30 FLUDDER STEVEN M Director A-Award A Common Stock 0 0.00 17,429 D
2024-09-30 Chan Caroline Director A-Award A Common Stock 31 0.00 13,418 D
2024-08-30 Uplinger Chad C Officer S-Sale D Common Stock 500 100.87 50.4K 17,175
2024-08-29 Shaffer David M Officer S-Sale D Common Stock 17,600 100.08 1.76M 226,540
2024-08-26 Tinnemeyer Joern Officer S-Sale D Common Stock 2,200 100.00 220.0K 25,368
2024-08-26 Shaffer David M Officer S-Sale D Common Stock 2,400 100.00 240.0K 244,140
2024-08-17 Uplinger Chad C Officer F-InKind D Common Stock 240 95.56 22.9K 17,675
2024-08-17 Tinnemeyer Joern Officer F-InKind D Common Stock 576 95.56 55.1K 27,568

Executive team

Top executives
Shares Outstanding
36.85M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 David M. Shaffer President & CEO 1.07M 2.85M 2.85M 1.66M 42.0K 8.48M 67.25%
2 2025 Andrea J. Funk Executive Vice President and CFO 600.0K 700.0K 700.0K 922.4K 31.8K 2.95M 47.39%
3 2025 Keith Fisher President, Energy Systems Global 145.0K 1.75M 500.0K 129.2K 253.8K 2.78M 80.99%
4 2025 Shawn O’Connell President & COO 700.0K 700.0K 700.0K 630.8K 40.9K 2.77M 50.51%
5 2025 Joern Tinnemeyer Former Senior Vice President and CTO 500.0K 500.0K 500.0K 441.0K 23.7K 1.96M 50.90%
6 2025 Chad Uplinger President, Motive Power Global 411.3K 500.0K 500.0K 375.9K 32.9K 1.82M 54.94%
7 2024 David M. Shaffer President & Chief Executive Officer 1.04M 2.65M 2.65M 1.55M 42.7K 7.93M 66.82%
8 2024 David M. Shaffer President & CEO 1.04M 2.65M 2.65M 1.55M 42.7K 7.93M 66.82%
9 2024 Andrea J. Funk Executive Vice President and CFO 584.1K 612.5K 612.5K 502.5K 25.0K 2.34M 52.43%
10 2024 Andrea J. Funk Executive Vice President & Chief Financial Officer 584.1K 612.5K 612.5K 502.5K 25.0K 2.34M 52.43%
11 2024 Shawn M. O’Connell President, Energy Systems Global 575.0K 500.0K 500.0K 472.8K 19.8K 2.07M 48.36%
12 2024 Shawn O’Connell President & COO 575.0K 500.0K 500.0K 472.8K 19.8K 2.07M 48.36%
13 2024 Andrew M. Zogby Former President, Energy Systems Global 514.9K 500.0K 500.0K 506.3K 23.1K 2.04M 48.92%
14 2024 Joern Tinnemeyer Senior Vice President & Chief Technology Officer 457.7K 450.0K 450.0K 388.6K 22.4K 1.77M 50.89%
15 2024 Joern Tinnemeyer Former Senior Vice President and CTO 457.7K 450.0K 450.0K 388.6K 22.4K 1.77M 50.89%
16 2024 Chad Uplinger President, Motive Power Global 400.3K 245.0K 105.0K 224.7K 29.7K 1.00M 34.84%
17 2024 Chad C. Uplinger President, Energy Systems Global 400.3K 245.0K 105.0K 224.7K 29.7K 1.00M 34.84%
18 2023 David M. Shaffer President & CEO 1.04M 2.61M 2.61M 1.57M 51.6K 7.89M 66.23%
19 2023 David M. Shaffer President & Chief Executive Officer 1.04M 2.61M 2.61M 1.57M 51.6K 7.89M 66.23%
20 2023 Andrew M. Zogby Former President, Energy Systems Global 495.1K 500.0K 500.0K 499.1K 514.8K 2.51M 39.86%
21 2023 Andrea J. Funk Executive Vice President and CFO 561.6K 612.5K 612.5K 495.3K 32.5K 2.31M 52.93%
22 2023 Andrea J. Funk Executive Vice President & Chief Financial Officer 561.6K 612.5K 612.5K 495.3K 32.5K 2.31M 52.93%
23 2023 Shawn O’Connell President & COO 495.1K 500.0K 500.0K 436.7K 23.4K 1.96M 51.15%
24 2023 Shawn M. O’Connell President, Energy Systems Global 495.1K 500.0K 500.0K 436.7K 23.4K 1.96M 51.15%
25 2023 Joern Tinnemeyer Former Senior Vice President and CTO 416.1K 450.0K 450.0K 366.9K 34.5K 1.72M 52.40%
26 2023 Joern Tinnemeyer Senior Vice President & Chief Technology Officer 416.1K 450.0K 450.0K 366.9K 34.5K 1.72M 52.40%
27 2022 David M. Shaffer President & Chief Executive Officer 1.00M 2.33M 2.33M 1.15M 36.8K 6.85M 68.08%
28 2022 Andrew M. Zogby Former President, Energy Systems Global 476.1K 450.0K 450.0K 365.1K 25.4K 1.77M 50.95%
29 2022 Shawn M. O’Connell President, Energy Systems Global 476.1K 453.6K 453.6K 315.8K 19.9K 1.72M 52.78%
30 2022 Joern Tinnemeyer Senior Vice President & Chief Technology Officer 400.1K 280.2K 280.2K 262.2K 29.8K 1.25M 44.74%
31 2020 David M. Shaffer President and Chief Executive Officer 940.0K 3.15M 1.05M 70.5K 5.21M 80.61%
32 2020 Michael J. Schmidtlein Executive Vice President and Chief Financial Officer 530.0K 990.0K 330.0K 19.8K 1.87M 70.60%
33 2020 Holger P. Aschke President, EMEA & APAC 389.8K 600.0K 200.0K 40.9K 157.5K 1.39M 57.63%
34 2020 Shawn O’Connell President, Motive Power, Americas 365.0K 600.0K 200.0K 49.3K 67.3K 1.28M 62.42%
35 2020 Andrew M. Zogby President, Energy Systems 440.0K 600.0K 200.0K 16.4K 1.26M 63.68%
36 2019 David M. Shaffer President and Chief Executive Officer 900.0K 3.00M 1.00M 270.0K 38.1K 5.21M 76.80%
37 2019 Michael J. Schmidtlein Executive Vice President and Chief Financial Officer 515.0K 990.0K 330.0K 108.2K 28.6K 1.97M 66.95%
38 2019 Todd M. Sechrist President, Motive Power Americas 515.0K 750.0K 250.0K 134.4K 32.8K 1.68M 59.45%
39 2019 Myles Jones President - Asia 343.0K 600.0K 200.0K 34.8K 325.1K 1.50M 53.23%
40 2019 Holger P. Aschke President, EMEA & APAC 366.0K 600.0K 200.0K 72.1K 100.1K 1.34M 59.78%
41 2019 Holger P. Aschke President, EMEA 366.0K 600.0K 200.0K 72.1K 100.1K 1.34M 59.78%
42 2018 David M. Shaffer President and Chief Executive Officer 850.0K 2.93M 975.0K 416.5K 46.4K 5.21M 74.81%
43 2018 Todd M. Sechrist Executive Vice President and Chief Operating Officer 500.0K 990.0K 330.0K 171.5K 38.4K 2.03M 65.03%
44 2018 Todd M. Sechrist President, Motive Power Americas 500.0K 990.0K 330.0K 171.5K 38.4K 2.03M 65.03%
45 2018 Michael J. Schmidtlein Executive Vice President and Chief Financial Officer 500.0K 990.0K 330.0K 171.5K 33.8K 2.03M 65.18%
46 2018 Myles Jones President - Asia 333.3K 600.0K 200.0K 114.3K 344.9K 1.59M 50.24%
47 2018 Holger P. Aschke President - EMEA 351.5K 600.0K 200.0K 120.6K 168.5K 1.44M 55.53%
48 2018 Holger P. Aschke President, EMEA 351.5K 600.0K 200.0K 120.6K 168.5K 1.44M 55.53%
49 2018 Holger P. Aschke President, EMEA & APAC 351.5K 600.0K 200.0K 120.6K 168.5K 1.44M 55.53%
50 2017 David M. Shaffer President and Chief Executive Officer 800.0K 2.55M 850.0K 1.40M 74.3K 5.67M 59.95%
51 2017 Michael J. Schmidtlein Executive Vice President and Chief Financial Officer 490.0K 990.0K 330.0K 598.8K 41.4K 2.45M 53.87%
52 2017 Todd M. Sechrist Executive Vice President and Chief Operating Officer 475.0K 990.0K 330.0K 580.5K 61.4K 2.44M 54.17%
53 2017 Todd M. Sechrist President, Motive Power Americas 475.0K 990.0K 330.0K 580.5K 61.4K 2.44M 54.17%
54 2017 Myles Jones President - Asia 300.7K 600.0K 200.0K 367.5K 417.4K 1.89M 42.43%
55 2017 Holger P. Aschke President - EMEA 330.0K 600.0K 200.0K 403.3K 151.4K 1.68M 47.49%
56 2017 Holger P. Aschke President, EMEA 330.0K 600.0K 200.0K 403.3K 151.4K 1.68M 47.49%
57 2016 David M. Shaffer President and Chief Executive Officer 490.0K 990.0K 330.0K 102.9K 108.3K 2.02M 65.31%
58 2016 Michael J. Schmidtlein Executive Vice President and Chief Financial Officer 475.0K 990.0K 330.0K 99.8K 52.6K 1.95M 67.78%
59 2016 Todd M. Sechrist Executive Vice President and Chief Operating Officer 445.0K 656.3K 218.8K 93.5K 178.5K 1.59M 54.96%
60 2016 Holger P. Aschke President - EMEA 292.1K 339.7K 51.3K 154.9K 837.9K 40.53%
61 2016 Holger P. Aschke President – EMEA 292.1K 339.7K 51.3K 154.9K 837.9K 40.53%
62 2015 John D. Craig Chairman and Chief Executive Officer 990.0K 2.91M 968.7K 504.9K 87.8K 5.46M 71.00%
63 2015 Richard W. Zuidema Executive Vice President and Secretary 495.0K 918.7K 306.3K 176.7K 46.7K 1.94M 63.03%
64 2015 Michael J. Schmidtlein Executive Vice President and Chief Financial Officer 433.0K 656.3K 218.7K 154.6K 32.8K 1.50M 58.51%
65 2015 Michael J. Schmidtlein Senior Vice President – Finance and Chief Financial Officer 433.0K 656.3K 218.7K 154.6K 32.8K 1.50M 58.51%
66 2015 David M. Shaffer President and Chief Executive Officer 417.4K 506.2K 168.8K 149.0K 213.4K 1.45M 46.40%
67 2015 David M. Shaffer President and Chief Operating Officer 417.4K 506.2K 168.8K 149.0K 213.4K 1.45M 46.40%
68 2015 Todd M. Sechrist President – EMEA 392.4K 506.2K 168.8K 140.1K 128.1K 1.34M 50.54%
69 2015 Todd M. Sechrist Executive Vice President and Chief Operating Officer 392.4K 506.2K 168.8K 140.1K 128.1K 1.34M 50.54%
70 2014 John D. Craig Chairman, President, Chief Executive Officer and Director 960.0K 3.88M 1.55M 87.1K 6.47M 59.85%
71 2014 John D. Craig Chairman and Chief Executive Officer 960.0K 3.88M 1.55M 87.1K 6.47M 59.85%
72 2014 Richard W. Zuidema Executive Vice President and Secretary 480.0K 1.03M 543.4K 35.9K 2.08M 49.18%
73 2014 Michael J. Schmidtlein Senior Vice President – Finance and Chief Financial Officer 420.0K 800.0K 475.5K 27.3K 1.72M 46.44%
74 2014 David M. Shaffer President and Chief Operating Officer 375.0K 675.0K 424.6K 231.8K 1.71M 39.56%
75 2014 Todd M. Sechrist President – EMEA 375.0K 675.0K 424.6K 30.7K 1.51M 44.84%
76 2014 Todd M. Sechrist President – Americas 375.0K 675.0K 424.6K 30.7K 1.51M 44.84%
77 2013 John D. Craig Chairman and Chief Executive Officer 930.0K 3.88M 1.51M 89.4K 6.40M 60.53%
78 2013 John D. Craig Chairman, President, Chief Executive Officer and Director 930.0K 3.88M 1.51M 89.4K 6.40M 60.53%
79 2013 Richard W. Zuidema Executive Vice President and Secretary 459.0K 945.0K 520.7K 43.3K 1.97M 48.02%
80 2013 Michael J. Schmidtlein Senior Vice President – Finance and Chief Financial Officer 380.0K 745.0K 431.1K 27.0K 1.58M 47.06%
81 2013 David M. Shaffer President and Chief Operating Officer 325.0K 625.0K 368.7K 229.9K 1.55M 40.36%
82 2013 David M. Shaffer President – EMEA 325.0K 625.0K 368.7K 229.9K 1.55M 40.36%
83 2013 Todd M. Sechrist President – Americas 340.0K 625.0K 385.7K 28.4K 1.38M 45.32%
84 2013 Todd M. Sechrist President – EMEA 340.0K 625.0K 385.7K 28.4K 1.38M 45.32%
85 2012 John D. Craig Chairman, President, Chief Executive Officer and Director 900.0K 3.26M 1.44M 95.3K 5.70M 57.23%
86 2012 Raymond R. Kubis President-Europe 622.3K 734.3K 639.3K 305.9K 2.30M 31.90%
87 2012 Richard W. Zuidema Executive Vice President and Secretary 425.0K 734.3K 409.0K 41.0K 1.61M 45.63%
88 2012 Michael J. Schmidtlein Senior Vice President- Finance and Chief Financial Officer 340.0K 734.3K 327.2K 32.6K 1.43M 51.20%
89 2012 Michael J. Schmidtlein Senior Vice President – Finance and Chief Financial Officer 340.0K 734.3K 327.2K 32.6K 1.43M 51.20%
90 2012 Todd M. Sechrist President – Americas 305.0K 734.3K 293.5K 42.0K 1.37M 53.41%
91 2011 John D. Craig Chairman, President, Chief Executive Officer and Director 875.0K 2.70M 1.75M 78.1K 5.40M 49.97%
92 2011 Raymond R. Kubis President-Europe 598.9K 600.0K 766.4K 315.2K 2.28M 26.31%
93 2011 Richard W. Zuidema Executive Vice President and Secretary 412.0K 600.0K 494.4K 35.2K 1.54M 38.92%
94 2011 Michael J. Schmidtlein Senior Vice President- Finance and Chief Financial Officer 300.0K 600.0K 360.0K 25.2K 1.29M 46.68%
95 2011 Todd M. Sechrist Senior Vice President- Americas 251.6K 205.4K 281.5K 27.4K 765.8K 26.82%
96 2010 John D. Craig Chairman, President, Chief Executive Officer and Director 850.0K 1.08M 1.50M 1.70M 77.5K 5.20M 49.49%
97 2010 Raymond R. Kubis President-Europe 565.5K 301.6K 842.5K 721.5K 354.0K 2.79M 41.08%
98 2010 Richard W. Zuidema Executive Vice President and Secretary 400.0K 301.6K 636.5K 480.0K 30.0K 1.85M 50.76%
99 2010 Michael J. Schmidtlein Senior Vice President- Finance and Chief Financial Officer 209.7K 162.0K 196.2K 22.3K 590.2K 27.45%
100 2009 John D. Craig Chairman, President, Chief Executive Officer and Director 850.0K 521.9K 566.9K 1.70M 89.2K 3.73M 29.21%
101 2009 Raymond R. Kubis President-Europe 487.6K 149.4K 148.0K 595.5K 224.2K 1.60M 18.53%
102 2009 Michael T. Philion Executive Vice President- Finance and Chief Financial Officer 400.0K 141.8K 148.0K 480.0K 35.4K 1.21M 24.04%
103 2009 Richard W. Zuidema Executive Vice President- Administration and Secretary 400.0K 141.8K 148.0K 480.0K 34.0K 1.20M 24.07%
104 2009 John A. Shea Executive Vice President-Americas 385.0K 141.8K 148.0K 462.0K 29.5K 1.17M 24.84%
105 2008 John D. Craig Chairman, President, Chief Executive Officer and Director 815.0K 308.8K 136.4K 1.39M 75.5K 2.72M 16.36%
106 2008 Raymond R. Kubis President-Europe 519.3K 103.8K 29.1K 561.1K 306.9K 1.52M 8.74%
107 2008 Michael T. Philion Executive Vice President- Finance and Chief Financial Officer 377.0K 89.3K 29.1K 384.5K 34.3K 914.2K 12.95%
108 2008 Richard W. Zuidema Executive Vice President- Administration and Secretary 378.0K 89.3K 29.1K 385.6K 26.1K 908.1K 13.04%
109 2008 John A. Shea Executive Vice President-Americas 367.0K 89.3K 29.1K 374.3K 27.9K 887.7K 13.34%
110 2007 John D. Craig Chairman, President, Chief Executive Officer and Director 783.0K 300.2K 1.02M 73.9K 2.17M 13.82%
111 2007 Raymond R. Kubis President-Europe 430.1K 137.6K 334.9K 151.4K 1.05M 13.06%
112 2007 Michael T. Philion Executive Vice President- Finance and Chief Financial Officer 362.0K 109.4K 281.8K 30.8K 784.1K 13.96%
113 2007 Michael T. Philion Executive Vice President-Finance and Chief Financial Officer 362.0K 109.4K 281.8K 30.8K 784.1K 13.96%
114 2007 Richard W. Zuidema Executive Vice President-Administration and Secretary 363.0K 109.4K 282.6K 27.1K 782.2K 13.99%
115 2007 Richard W. Zuidema Executive Vice President- Administration and Secretary 363.0K 109.4K 282.6K 27.1K 782.2K 13.99%
116 2007 John A. Shea Executive Vice President-Americas 352.0K 109.4K 274.0K 26.7K 762.2K 14.36%
117 2006 Michael T. Philion Executive Vice President-Finance and Chief Financial Officer 344.0K 3.69M 11.3K 4.04M 0.00%
118 2006 John D. Craig Chairman, President and Chief Executive Officer and Director 745.0K 223.5K 33.4K 1.00M 0.00%
119 2006 Richard W. Zuidema Executive Vice President- Administration and Secretary 345.0K 201.0K 11.3K 557.3K 0.00%
120 2006 Raymond R. Kubis President-Europe 370.3K 60.3K 23.9K 454.4K 0.00%
121 2006 John A. Shea Executive Vice President- Americas 335.0K 99.1K 11.4K 445.5K 0.00%
122 2005 Richard W. Zuidema Executive Vice President- Administration and Secretary 336.0K 1.58M 8.2K 18.2K 1.93M 0.42%
123 2005 John D. Craig Chairman, President and Chief Executive Officer and Director 725.0K 356.5K 20.5K 41.5K 1.12M 1.83%
124 2005 John A. Shea Executive Vice President- Americas 311.0K 201.6K 8.2K 20.1K 532.7K 1.54%
125 2005 Raymond R. Kubis President-Europe 386.9K 91.8K 8.2K 25.2K 503.8K 1.62%
126 2005 Michael T. Philion Executive Vice President-Finance and Chief Financial Officer 335.0K 61.9K 8.2K 19.4K 416.3K 1.96%
127 2004 John A. Shea Executive Vice President- Americas 311.0K 1.21M 51.3K 12.2K 1.53M 3.35%
128 2004 John D. Craig Chairman, President and Chief Executive Officer and Director 725.0K 725.0K 128.3K 38.6K 1.49M 8.62%
129 2004 Raymond R. Kubis President-Europe 366.0K 186.6K 51.3K 22.9K 575.5K 8.91%
130 2004 Michael T. Philion Executive Vice President-Finance and Chief Financial Officer 335.0K 98.8K 51.3K 12.5K 446.3K 11.49%
131 2004 Richard W. Zuidema Executive Vice President- Administration and Secretary 336.0K 62.1K 51.3K 10.1K 408.2K 12.57%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-20 8-K
2026-05-20 10-K
2026-04-29 SC 13G
2026-04-29 SC 13G
2026-04-15 4
2026-04-15 4
2026-04-15 4
2026-04-15 4
2026-04-15 4
2026-03-31 4

Executive team

NameTitleCompensationGender
Andrea J. Funk Executive Vice President & Chief Financial Officer 2M female
Shawn O'Connell President, Chief Operating Officer, President of Energy Systems Global & Director 1M male
Chad Uplinger President of Motive Power Global 820.1K male
Todd Sechrist Chief Human Resources Officer 682.2K male
Keith Fisher President of Energy Systems Global 528.0K male
Kerry Kane Senior Vice President & Corporate Controller male
Lisa Langell VP of Investor Relations & Corporate Communications
Mark E. Matthews Chief Technology Officer & President of Specialty Global male
Philipp Michalsky Senior Vice President & Chief Information Officer male
Joseph G. Lewis Senior Vice President, General Counsel, Chief Legal, Chief Compliance Officer & Secretary male
Daniel J. Platt VP & Treasurer male
ESG Rating
B
ELECTRICAL EQUIPMENT & PARTS
Rank: 16 out of 55
2022
E (Environmental)
66.9 / 67.7
Company / Sector avg.
S (Social)
62.2 / 63.2
Company / Sector avg.
G (Governance)
71.4 / 64.3
Company / Sector avg.
ESG Total
66.8 / 65.0
Company / Sector avg.
ESG Score History ELECTRICAL EQUIPMENT & PARTS
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2020-03-02 2020-03-09 Greg Gianforte MT00 Joint Purchase $15,001 - $50,000
2019-08-13 2019-08-26 Greg Gianforte MT00 Joint Purchase $15,001 - $50,000
2019-07-31 2019-08-26 Greg Gianforte MT00 Joint Purchase $50,001 - $100,000
2019-07-09 2019-07-29 Greg Gianforte MT00 Joint Purchase $100,001 - $250,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits