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Evolution Petroleum Corporation (EPM)

USD3.79 -0.06 (-1.56%)
US AMEX Energy Oil & Gas Exploration & Production
Address 1155 Dairy Ashford Road 77079
Houston, TX, US
CEO Kelly W. Loyd
IPO 1996-04-11
CIK 1006655 ISIN US30049A1079

Explore sections of this company profile

Description

Evolution Petroleum Corporation, an energy company, engages in the development, production, ownership, exploitation, and investment of onshore oil and gas properties in the United States. The company was founded in 2003 and is based in Houston, Texas.

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
USD3.79 -0.06 (-1.56%)
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Volume Profile
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Liquidity & share structure
Average Volume
382.3K
Beta
0.27
Float Shares
30.40M
Free Float %
86.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.21% +2.57% +7.88% +15.98% +9.11% +35.31% +10.37% -31.77% +30.52% -10.47% -99.97%
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 (9 ratings, all time) Buy
Price Targets & DCF
Current price
3.79
Low 5.00 +31.9%
Consensus 5.15 +35.9%
Median 5.15 +35.9%
High 5.30 +39.8%
Ratings Trend (MoM) 75% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 3 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 2
5.15
+35.9%
All Time 2
5.15
+35.9%
Quality scores
Altman Z-Score
1.29
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
4 / 5
High
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Oil & Gas Exploration & Production: +0.0%
    0.0% Q1'26: -10.6% (vs Q1'25)
  • EPS growth Oil & Gas Exploration & Production: +11.9%
    -72.3% Q1'26: -297.1% (vs Q1'25)
  • FCF margin FCF growth · Oil & Gas Exploration & Production: +19.3%
    +11.1% Q1'26: +17.3% (vs Q1'25)
  • EBIT margin Oil & Gas Exploration & Production: +22.0%
    +5.6% Q1'26: +0.0% (vs Q1'25)
  • ROIC Oil & Gas Exploration & Production: +5.1%
    +3.6% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Oil & Gas Exploration & Production: +0.0%
    +1.3% Q1'26: +1.6% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Oil & Gas Exploration & Production: 0.70×
    1.40× Q1'26: 0.00× (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 (0.33) × ERP
WACC = 81% × Ke + 19% × Kd (7.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 3.79
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 Jun 2015
actual
Jun 2016
actual
Jun 2017
actual
Jun 2018
actual
Jun 2019
actual
Jun 2020
actual
Jun 2021
actual
Jun 2022
actual
Jun 2023
actual
Jun 2024
actual
Jun 2025
actual
Jun 2026
4 Rev. Ana.
3 EPS Ana.
Jun 2027
4 Rev. Ana.
3 EPS Ana.
Jun 2028
1 Rev. Ana.
1 EPS Ana.
Jun 2029
1 Rev. Ana.
Jun 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
27.84M
est: 27.59M (+0.9%)
26.35M
est: 26.41M (-0.2%)
34.48M
est: 35.00M (-1.5%)
41.28M
est: 41.29M (0.0%)
43.23M
est: 43.22M (+0.0%)
29.60M
est: 30.76M (-3.8%)
32.70M
est: 32.30M (+1.2%)
108.93M
est: 105.05M (+3.7%)
128.51M
est: 130.60M (-1.6%)
85.88M
est: 88.60M (-3.1%)
85.84M
est: 85.78M (+0.1%)
83.63M
79.62M – 86.82M
-2.5% YoY
79.30M
75.61M – 85.86M
-5.2% YoY
87.50M
82.32M – 94.46M
+10.3% YoY
97.00M
91.26M – 104.72M
+10.9% YoY
101.00M
95.03M – 109.04M
+4.1% YoY
EBITDA
12.21M
est: 5.83M (+109.3%)
11.58M
est: 5.58M (+107.3%)
18.69M
est: 7.40M (+152.6%)
22.31M
est: 8.73M (+155.6%)
25.23M
est: 9.14M (+176.1%)
9.63M
est: 6.50M (+48.0%)
-16.15M
est: 6.83M (-336.5%)
49.77M
est: 22.21M (+124.1%)
60.02M
est: 27.61M (+117.4%)
27.02M
est: 18.73M (+44.2%)
26.83M
est: 18.14M (+47.9%)
17.68M
16.83M – 18.36M
-2.5% YoY
16.77M
15.99M – 18.15M
-5.2% YoY
18.50M
17.41M – 19.97M
+10.3% YoY
20.51M
19.30M – 22.14M
+10.9% YoY
21.36M
20.09M – 23.05M
+4.1% YoY
EBIT
8.51M
est: 1.24M (+587.3%)
34.23M
est: 1.19M (+2,788.3%)
12.97M
est: 1.57M (+725.5%)
16.21M
est: 1.85M (+774.9%)
18.98M
est: 1.94M (+878.4%)
3.87M
est: 1.38M (+180.2%)
-21.32M
est: 1.45M (-1,570.8%)
41.71M
est: 4.71M (+784.9%)
45.75M
est: 5.86M (+680.6%)
6.96M
est: 3.98M (+75.0%)
4.84M
est: 3.85M (+25.7%)
3.75M
3.57M – 3.90M
-2.5% YoY
3.56M
3.39M – 3.85M
-5.2% YoY
3.93M
3.69M – 4.24M
+10.3% YoY
4.35M
4.10M – 4.70M
+10.9% YoY
4.53M
4.26M – 4.89M
+4.1% YoY
Net Income
4.99M
est: 4.00M (+24.8%)
24.66M
est: 3.83M (+543.5%)
8.04M
est: 8.69M (-7.5%)
19.62M
est: 18.16M (+8.0%)
15.38M
est: 14.55M (+5.7%)
5.94M
est: 7.78M (-23.6%)
-16.44M
est: -15.66M (-5.0%)
32.63M
est: 32.32M (+0.9%)
35.22M
est: 34.66M (+1.6%)
4.08M
est: 4.57M (-10.8%)
1.47M
est: -1.33M (+210.5%)
2.67M
-1.87M – 6.22M
+300.1% YoY
1.77M
-1.53M – 3.97M
-33.7% YoY
— – —
-100.0% YoY
— – —
— – —
SGA
6.26M
est: 3.18M (+96.7%)
5.27M
est: 3.04M (+73.2%)
4.99M
est: 4.04M (+23.5%)
6.77M
est: 4.76M (+42.3%)
5.07M
est: 4.98M (+1.8%)
5.26M
est: 3.55M (+48.3%)
6.75M
est: 3.72M (+81.4%)
6.84M
est: 12.11M (-43.6%)
9.58M
est: 15.06M (-36.4%)
9.64M
est: 10.21M (-5.7%)
10.33M
est: 9.89M (+4.5%)
9.64M
9.18M – 10.01M
-2.5% YoY
9.14M
8.72M – 9.90M
-5.2% YoY
10.09M
9.49M – 10.89M
+10.3% YoY
11.18M
10.52M – 12.07M
+10.9% YoY
11.64M
10.96M – 12.57M
+4.1% YoY
EPS
0.13
est: 0.12 (+8.3%)
0.73
est: 0.12 (+534.8%)
0.21
est: 0.26 (-19.5%)
0.59
est: 0.55 (+8.3%)
0.46
est: 0.44 (+5.3%)
0.18
est: 0.23 (-22.9%)
-0.50
est: -0.47 (-6.4%)
0.97
est: 0.97 (+0.0%)
1.05
est: 1.11 (-5.4%)
0.12
est: 0.14 (-11.1%)
0.03
est: -0.04 (+183.5%)
0.09
-0.06 – 0.19
+333.3% YoY
0.04
-0.05 – 0.12
-60.7% YoY
— – —
-100.0% YoY
— – —
— – —
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B- 3/5 1/5 3/5 3/5 4/5 1/5 3/5
2026-05-08 B- 3/5 1/5 3/5 3/5 4/5 1/5 3/5
2026-05-07 B- 3/5 1/5 3/5 3/5 4/5 1/5 3/5
2026-05-06 B- 3/5 1/5 3/5 3/5 4/5 1/5 3/5
2026-05-05 B- 3/5 1/5 3/5 3/5 4/5 1/5 3/5
2026-05-04 B- 3/5 1/5 3/5 3/5 4/5 1/5 3/5
2026-05-01 B- 3/5 1/5 3/5 4/5 3/5 1/5 3/5
2026-04-30 B- 3/5 1/5 3/5 4/5 3/5 1/5 3/5
2026-04-29 B- 3/5 1/5 3/5 4/5 3/5 1/5 3/5
2026-04-28 B- 3/5 1/5 3/5 4/5 3/5 1/5 3/5
2026-04-27 B- 3/5 1/5 3/5 4/5 3/5 1/5 3/5
2026-04-24 B- 2/5 1/5 3/5 4/5 2/5 1/5 3/5
2026-04-23 B- 3/5 1/5 3/5 5/5 2/5 1/5 3/5
2026-04-22 B- 3/5 1/5 3/5 5/5 2/5 1/5 3/5
2026-04-21 B- 3/5 1/5 3/5 5/5 2/5 1/5 3/5
2026-04-20 B- 3/5 1/5 3/5 5/5 2/5 1/5 3/5
2026-04-17 B- 3/5 1/5 3/5 5/5 2/5 1/5 3/5
2026-04-16 B- 3/5 1/5 3/5 5/5 2/5 1/5 3/5
2026-04-15 B- 3/5 1/5 3/5 5/5 2/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
12.09M
OE per share TTM
0.36
Owner's Yield
7.48%
Maintenance CapEx ratio
1,992.80%
Maint CapEx / Avg PPE
133.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
53
Total invested
25.80M
Insider transactions (90d)
0
Beneficial owners (>5%)
22
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 John V. Lovoi 5.01M 15.50% IN : 2014-03-13
2 (1) BlackRock, Inc. 2.77M 8.30% 2.71M 2.77M HC Delaware 2024-01-25
3 ArrowMark Colorado Holdings, LLC 2.47M 7.50% 2.47M 2.47M IA Delaware, United States 2021-02-16
4 Wasatch Advisors, Inc. 87-0319391 2.13M 6.30% 2.13M IA 2022-02-11
5 13-3127734 2.09M 6.21% 1.93M 2.09M HC Delaware 2022-02-11
6 26-0385758 2.09M 6.21% 1.93M 2.09M IA Delaware 2022-02-11
7 04-2683227 1.70M 5.94% 872.0K IA Massachusetts 2014-02-14
8 WealthTrust Axiom LLC 1.68M 5.04% 1.68M IA USA 2024-08-15
9 Belridge Energy Advisors, LP 1.33M 4.10% PN : 2014-03-13
10 Luxiver, LP 1.29M 4.00% PN : 2014-03-13
11 43-2076925 1.29M 3.90% 1.00M 1.29M IA Delaware 2016-11-03
12 Advisory Research Inc. 1.22M 3.70% 1.22M 1.22M IA Delaware 2019-02-13
13 Piper Jaffray Companies 1.22M 3.70% 1.22M 1.22M HC Delaware 2019-02-13
14 Navitas Fund, LP 975.0K 3.00% PN : 2014-03-13
15 Piper Jaffray Companies / 30-0168701 745.0K 2.60% 149.6K 595.4K 149.6K 595.4K HC Delaware 2014-02-14
16 Hephaestus Energy Fund, LP 701.0K 2.20% PN : 2014-03-13
17 Advisory Research Energy Fund, L.P. / 20-2354375 595.4K 2.10% 595.4K 595.4K PN Illinois 2014-02-14
18 JVL Partners, LP 279.9K 0.90% PN : 2014-03-13
19 Asklepios Energy Fund, LP 199.7K 0.60% 10.00 PN : 2014-03-13
20 Panakeia Energy Fund, LP 175.0K 0.50% PN : 2014-03-13
21 TJS Energy Fund, LP 40.0K 0.10% PN : 2014-03-13
22 Urja, LP 12.2K 0.04% PN : 2014-03-13

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
53
-66 vs prev Q
New positions
13
Closed positions
77
Increased
26
Reduced
17
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 BLACKROCK, INC. 2.41M -31.8K (-1.3%) 8.54M -3.2M (-27.5%) 7.13% -0.237 pp 0.00% 0.000 pp USD5.31 -33.3% 6 qtrs
2 WEALTHTRUST AXIOM LLC 1.95M +166.6K (+9.4%) 6.90M -1.7M (-19.7%) 5.76% +0.388 pp 1.77% -0.526 pp USD4.85 -27.0% 70 qtrs
3 VANGUARD GROUP INC 1.63M +28.3K (+1.8%) 5.77M -1.9M (-25.3%) 4.82% -0.010 pp 0.00% +0.000 pp USD7.83 -54.8% 64 qtrs
4 DIMENSIONAL FUND ADVISORS LP 1.42M -12.0K (-0.8%) 5.03M -1.9M (-27.2%) 4.20% -0.119 pp 0.00% 0.000 pp USD7.52 -52.9% 51 qtrs
5 RENAISSANCE TECHNOLOGIES LLC 1.06M +2.3K (+0.2%) 3.76M -1.3M (-26.4%) 3.14% -0.055 pp 0.01% -0.001 pp USD7.70 -54.0% 53 qtrs
6 AMERICAN CENTURY COMPANIES INC 1.02M +43.2K (+4.4%) 3.61M -1.1M (-23.3%) 3.02% +0.071 pp 0.00% -0.001 pp USD5.54 -36.1% 24 qtrs
7 RAYMOND JAMES FINANCIAL INC 770.7K +296.4K (+62.5%) 2.73M +442.2K (+19.3%) 2.28% +0.849 pp 0.00% +0.000 pp USD4.50 -21.3% 5 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 756.7K +29.1K (+4.0%) 2.68M -828.6K (-23.6%) 2.24% +0.043 pp 0.00% 0.000 pp USD7.28 -51.4% 63 qtrs
9 STATE STREET CORP 695.2K -519.0 (-0.1%) 2.46M -892.3K (-26.6%) 2.06% -0.042 pp 0.00% +0.000 pp USD7.35 -51.8% 51 qtrs
10 MORGAN STANLEY 660.0K +18.9K (+2.9%) 2.34M -753.7K (-24.4%) 1.95% +0.018 pp 0.00% +0.000 pp USD6.28 -43.6% 50 qtrs
11 NORTH STAR INVESTMENT MANAGEMENT CORP. 556.2K -124.8K (-18.3%) 1.97M -1.3M (-40.0%) 1.65% -0.405 pp 0.12% -0.087 pp USD3.79 -6.6% 24 qtrs
12 CWA ASSET MANAGEMENT GROUP, LLC 547.2K +76.7K (+16.3%) 1.94M -330.7K (-14.6%) 1.62% +0.204 pp 0.07% -0.014 pp USD4.87 -27.3% 6 qtrs
13 RIVER ROAD ASSET MANAGEMENT, LLC 537.4K -757.0K (-58.5%) 1.90M -4.3M (-69.5%) 1.59% -2.315 pp 0.02% -0.049 pp USD6.22 -43.1% 78 qtrs
14 REGISTER FINANCIAL ADVISORS LLC 338.1K +21.0K (+6.6%) 1.20M -331.7K (-21.7%) 1.00% +0.046 pp 0.47% -0.135 pp USD6.22 -43.1% 13 qtrs
15 NORTHERN TRUST CORP 306.4K -8.9K (-2.8%) 1.08M -435.1K (-28.6%) 0.91% -0.045 pp 0.00% 0.000 pp USD7.87 -55.0% 51 qtrs
16 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 192.9K -31.0K (-13.8%) 682.9K -396.4K (-36.7%) 0.57% -0.105 pp 0.00% -0.003 pp USD4.82 -26.6% 2 qtrs
17 SENTINUS, LLC 174.3K +174.3K (+100.0%) 616.9K +616.9K (+100.0%) 0.52% +0.515 pp 0.06% +0.059 pp USD3.54 +0.0% 1 qtrs NEW
18 PERRITT CAPITAL MANAGEMENT INC 174.3K -2.0K (-1.2%) 616.9K -232.9K (-27.4%) 0.52% -0.016 pp 1.03% +0.629 pp USD5.21 -32.1% 27 qtrs
19 UBS GROUP AG 144.6K -325.1K (-69.2%) 511.9K -1.8M (-77.4%) 0.43% -0.989 pp 0.00% 0.000 pp USD5.20 -31.9% 14 qtrs
20 GOLDMAN SACHS GROUP INC 135.6K +29.9K (+28.3%) 479.9K -29.3K (-5.8%) 0.40% +0.082 pp 0.00% +0.000 pp USD4.90 -27.8% 40 qtrs
21 BARD ASSOCIATES INC 134.6K -36.5K (-21.3%) 476.3K -348.1K (-42.2%) 0.40% -0.118 pp 0.12% -0.097 pp USD7.91 -55.2% 51 qtrs
22 RITHOLTZ WEALTH MANAGEMENT 129.6K -6.3K (-4.6%) 458.8K -196.3K (-30.0%) 0.38% -0.026 pp 0.01% -0.004 pp USD4.82 -26.6% 2 qtrs
23 QUANTINNO CAPITAL MANAGEMENT LP 117.2K +31.9K (+37.3%) 415.1K +3.5K (+0.9%) 0.35% +0.089 pp 0.00% 0.000 pp USD4.61 -23.2% 7 qtrs
24 ETHIC INC. 109.8K -7.1K (-6.1%) 388.8K -175.0K (-31.0%) 0.33% -0.027 pp 0.01% -0.003 pp USD5.71 -38.0% 22 qtrs
25 POINT72 ASSET MANAGEMENT, L.P. 106.4K +106.4K (+100.0%) 376.6K +376.6K (+100.0%) 0.31% +0.315 pp 0.00% +0.000 pp USD3.54 +0.0% 1 qtrs NEW
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 95.9K -901.0 (-0.9%) 339.5K -127.1K (-27.2%) 0.28% -0.008 pp 0.00% +0.000 pp USD7.31 -51.6% 17 qtrs
27 BANK OF NEW YORK MELLON CORP 90.0K -156.6K (-63.5%) 318.6K -870.1K (-73.2%) 0.27% -0.478 pp 0.00% 0.000 pp USD7.13 -50.4% 66 qtrs
28 WELLS FARGO & COMPANY/MN 86.1K -9.0K (-9.4%) 304.9K -153.5K (-33.5%) 0.25% -0.032 pp 0.00% +0.000 pp USD5.27 -32.8% 52 qtrs
29 JANE STREET GROUP, LLC 82.0K +55.5K (+209.5%) 290.1K +162.5K (+127.3%) 0.24% +0.164 pp 0.00% +0.000 pp USD4.03 -12.2% 19 qtrs
30 CASTLEVIEW PARTNERS, LLC 78.3K +78.3K (+100.0%) 277.2K +277.2K (+100.0%) 0.23% +0.232 pp 0.14% +0.137 pp USD3.54 +0.0% 1 qtrs NEW
31 SCHONFELD STRATEGIC ADVISORS LLC 73.8K +73.8K (+100.0%) 261.3K +261.3K (+100.0%) 0.22% +0.218 pp 0.00% +0.001 pp USD3.54 +0.0% 1 qtrs NEW
32 BANK OF AMERICA CORP /DE/ 63.9K +512.0 (+0.8%) 226.3K -79.4K (-26.0%) 0.19% -0.002 pp 0.00% +0.000 pp USD5.42 -34.7% 52 qtrs
33 NUVEEN, LLC 62.0K +— (+0.0%) 219.5K -79.4K (-26.6%) 0.18% -0.004 pp 0.00% +0.000 pp USD5.17 -31.5% 4 qtrs
34 INVESCO LTD. 58.0K +9.3K (+19.1%) 205.4K -29.3K (-12.5%) 0.17% +0.025 pp 0.00% +0.000 pp USD5.92 -40.2% 16 qtrs
35 BRIDGEWAY CAPITAL MANAGEMENT, LLC 55.3K -19.0K (-25.6%) 195.8K -162.5K (-45.4%) 0.16% -0.061 pp 0.00% -0.004 pp USD5.41 -34.6% 64 qtrs
36 ARETE WEALTH ADVISORS, LLC 53.0K +— (+0.0%) 188.0K -67.0K (-26.3%) 0.16% -0.003 pp 0.01% -0.005 pp USD5.31 -33.3% 9 qtrs
37 BARCLAYS PLC 52.7K +7.4K (+16.3%) 186.7K -54.0K (-22.4%) 0.16% +0.019 pp 0.00% +0.000 pp USD4.92 -28.0% 38 qtrs
38 TRUIST FINANCIAL CORP 49.8K +— (+0.0%) 176.3K -63.7K (-26.6%) 0.15% -0.003 pp 0.00% 0.000 pp USD5.11 -30.7% 6 qtrs
39 ELLEVEST, INC. 48.9K +18.3K (+59.9%) 173.2K +25.7K (+17.4%) 0.14% +0.052 pp 0.02% +0.003 pp USD4.85 -27.0% 8 qtrs
40 RUSSELL INVESTMENTS GROUP, LTD. 47.8K -621.3K (-92.9%) 169.3K -3.1M (-94.8%) 0.14% -1.877 pp 0.00% -0.004 pp USD5.77 -38.6% 17 qtrs
41 CITADEL ADVISORS LLC 46.8K +9.5K (+25.5%) 165.7K -14.1K (-7.9%) 0.14% +0.026 pp 0.00% +0.000 pp USD4.71 -24.8% 18 qtrs
42 VICTORY CAPITAL MANAGEMENT INC 37.5K +19.0 (+0.1%) 132.7K -47.9K (-26.5%) 0.11% -0.002 pp 0.00% +0.000 pp USD5.04 -29.8% 11 qtrs
43 COMERICA BANK 33.5K +26.6K (+385.0%) 118.6K +85.3K (+256.2%) 0.10% +0.079 pp 0.00% +0.000 pp USD3.80 -6.8% 3 qtrs
44 RHUMBLINE ADVISERS 33.4K -3.2K (-8.6%) 118.1K -57.9K (-32.9%) 0.10% -0.012 pp 0.00% +0.000 pp USD7.11 -50.2% 11 qtrs
45 SUSQUEHANNA INTERNATIONAL GROUP, LLP 31.1K +31.1K (+100.0%) 110.0K +110.0K (+100.0%) 0.09% +0.092 pp 0.00% +0.000 pp USD3.54 +0.0% 16 qtrs
46 CERTIOR FINANCIAL GROUP, LLC 30.9K +3.6K (+13.1%) 109.3K -22.3K (-17.0%) 0.09% +0.009 pp 0.07% -0.014 pp USD5.03 -29.6% 5 qtrs
47 DEUTSCHE BANK AG\ 30.8K +— (+0.0%) 109.2K -39.5K (-26.6%) 0.09% -0.002 pp 0.00% +0.000 pp USD5.97 -40.7% 11 qtrs
48 GSA CAPITAL PARTNERS LLP 30.6K +30.6K (+100.0%) 108.0K +108.0K (+100.0%) 0.09% +0.091 pp 0.01% +0.009 pp USD3.54 +0.0% 1 qtrs NEW
49 TWO SIGMA INVESTMENTS, LP 28.6K +28.6K (+100.0%) 101.4K +101.4K (+100.0%) 0.08% +0.085 pp 0.00% +0.000 pp USD3.54 +0.0% 1 qtrs NEW
50 GRAHAM CAPITAL MANAGEMENT, L.P. 27.9K +9.5K (+52.0%) 98.7K +10.3K (+11.6%) 0.08% +0.027 pp 0.00% +0.001 pp USD4.34 -18.4% 3 qtrs
51 ALLIANCEBERNSTEIN L.P. 24.6K +— (+0.0%) 87.1K -31.5K (-26.6%) 0.07% -0.001 pp 0.00% +0.000 pp USD5.17 -31.5% 7 qtrs
52 NEW YORK STATE COMMON RETIREMENT FUND 23.9K +— (+0.0%) 84.5K -30.5K (-26.6%) 0.07% -0.001 pp 0.00% +0.000 pp USD7.57 -53.2% 11 qtrs
53 PROSPERITY CONSULTING GROUP, LLC 23.2K -158.0 (-0.7%) 82.3K -30.5K (-27.1%) 0.07% -0.002 pp 0.00% -0.002 pp USD5.80 -39.0% 8 qtrs
54 MERCER GLOBAL ADVISORS INC /ADV 22.2K +4.0K (+21.8%) 78.7K -9.2K (-10.5%) 0.07% +0.011 pp 0.00% +0.000 pp USD4.59 -22.9% 2 qtrs
55 WELLINGTON MANAGEMENT GROUP LLP 22.1K +7.5K (+50.9%) 78.4K +7.7K (+10.9%) 0.07% +0.021 pp 0.00% +0.000 pp USD4.64 -23.7% 6 qtrs
56 HRT FINANCIAL LP 22.0K +22.0K (+100.0%) 77.0K +77.0K (+100.0%) 0.07% +0.065 pp 0.00% +0.000 pp USD3.54 +0.0% 1 qtrs NEW
57 DYNAMIC TECHNOLOGY LAB PRIVATE LTD 19.8K +19.8K (+100.0%) 70.0K +70.0K (+100.0%) 0.06% +0.059 pp 0.02% +0.016 pp USD3.54 +0.0% 1 qtrs NEW
58 ANCORA ADVISORS, LLC 19.4K -23.2K (-54.5%) 68.6K -136.8K (-66.6%) 0.06% -0.071 pp 0.00% -0.003 pp USD5.23 -32.3% 6 qtrs
59 CITIGROUP INC 18.8K -2.5K (-11.7%) 66.4K -35.9K (-35.1%) 0.06% -0.009 pp 0.00% +0.000 pp USD5.33 -33.6% 13 qtrs
60 VIRTU FINANCIAL LLC 18.7K +18.7K (+100.0%) 66.0K +66.0K (+100.0%) 0.06% +0.055 pp 0.00% +0.003 pp USD3.54 +0.0% 1 qtrs NEW
61 OCCUDO QUANTITATIVE STRATEGIES LP 18.4K +18.4K (+100.0%) 65.2K +65.2K (+100.0%) 0.05% +0.054 pp 0.00% +0.004 pp USD3.54 +0.0% 1 qtrs NEW
62 COLDSTREAM CAPITAL MANAGEMENT INC 18.3K -6.5K (-26.2%) 64.9K -54.8K (-45.8%) 0.05% -0.021 pp 0.00% -0.001 pp USD4.82 -26.6% 4 qtrs
63 SEI INVESTMENTS CO 16.3K +— (+0.0%) 57.7K -20.9K (-26.6%) 0.05% -0.001 pp 0.00% +0.000 pp USD4.70 -24.7% 3 qtrs
64 OXFORD ASSET MANAGEMENT LLP 15.7K +15.7K (+100.0%) 55.6K +55.6K (+100.0%) 0.05% +0.047 pp 0.02% +0.023 pp USD3.54 +0.0% 3 qtrs
65 SQUAREPOINT OPS LLC 15.6K +15.6K (+100.0%) 55.3K +55.3K (+100.0%) 0.05% +0.046 pp 0.00% +0.000 pp USD3.54 +0.0% 1 qtrs NEW
66 PRICE T ROWE ASSOCIATES INC /MD/ 15.3K +— (+0.0%) 55.0K -19.0K (-25.7%) 0.05% -0.001 pp 0.00% +0.000 pp USD5.13 -31.0% 5 qtrs
67 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 14.8K -172.0 (-1.1%) 52.5K -19.8K (-27.4%) 0.04% -0.001 pp 0.00% +0.000 pp USD5.34 -33.7% 7 qtrs
68 ENGINEERS GATE MANAGER LP 14.7K +14.7K (+100.0%) 51.9K +51.9K (+100.0%) 0.04% +0.043 pp 0.00% +0.001 pp USD3.54 +0.0% 1 qtrs NEW
69 JPMORGAN CHASE & CO 14.6K +226.0 (+1.6%) 51.6K -17.6K (-25.4%) 0.04% 0.000 pp 0.00% +0.000 pp USD5.76 -38.5% 41 qtrs
70 INTERCHANGE CAPITAL PARTNERS, LLC 14.0K +14.0K (+100.0%) 49.6K +49.6K (+100.0%) 0.04% +0.042 pp 0.01% +0.009 pp USD3.54 +0.0% 1 qtrs NEW
71 MANUFACTURERS LIFE INSURANCE COMPANY, THE 13.8K +2.3K (+20.4%) 49.0K -6.4K (-11.6%) 0.04% +0.006 pp 0.00% +0.000 pp USD7.27 -51.3% 11 qtrs
72 INTECH INVESTMENT MANAGEMENT LLC 13.3K -1.5K (-10.3%) 46.9K -24.3K (-34.1%) 0.04% -0.005 pp 0.00% 0.000 pp USD5.22 -32.2% 5 qtrs
73 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 12.3K +— (+0.0%) 44.0K -15.0K (-25.4%) 0.04% -0.001 pp 0.00% +0.000 pp USD6.73 -47.4% 10 qtrs
74 MICHELS FAMILY FINANCIAL, LLC 12.3K -34.0K (-73.4%) 43.5K -179.7K (-80.5%) 0.04% -0.103 pp 0.03% -0.142 pp USD4.82 -26.6% 2 qtrs
75 AQR CAPITAL MANAGEMENT LLC 12.3K -20.6K (-62.6%) 43.5K -114.9K (-72.5%) 0.04% -0.063 pp 0.00% 0.000 pp USD4.96 -28.6% 4 qtrs
76 CHANCELLOR FINANCIAL GROUP WB LP 11.9K +200.0 (+1.7%) 41.9K -14.2K (-25.3%) 0.04% +0.000 pp 0.03% -0.011 pp USD5.19 -31.8% 5 qtrs
77 LPL FINANCIAL LLC 11.3K -3.5K (-23.4%) 40.0K -31.1K (-43.8%) 0.03% -0.011 pp 0.00% +0.000 pp USD6.33 -44.1% 15 qtrs
78 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 11.1K +— (+0.0%) 39.3K -14.2K (-26.6%) 0.03% -0.001 pp 0.00% 0.000 pp USD5.23 -32.3% 5 qtrs
79 INSCRIPTION CAPITAL, LLC 10.7K +10.7K (+100.0%) 37.9K +37.9K (+100.0%) 0.03% +0.032 pp 0.00% +0.004 pp USD3.54 +0.0% 1 qtrs NEW
80 METIS GLOBAL PARTNERS, LLC 10.2K +— (+0.0%) 36.1K -13.0K (-26.6%) 0.03% -0.001 pp 0.00% 0.000 pp USD6.11 -42.1% 8 qtrs
81 STONEX GROUP INC. 10.1K +10.1K (+100.0%) 35.8K +35.8K (+100.0%) 0.03% +0.030 pp 0.00% +0.002 pp USD3.54 +0.0% 1 qtrs NEW
82 SHERBROOKE PARK ADVISERS LLC 10.1K +10.1K (+100.0%) 35.7K +35.7K (+100.0%) 0.03% +0.030 pp 0.09% +0.092 pp USD3.54 +0.0% 1 qtrs NEW
83 ADVISOR GROUP HOLDINGS, INC. 7.8K -722.0 (-8.4%) 27.8K -14.7K (-34.7%) 0.02% -0.003 pp 0.00% +0.000 pp USD5.41 -34.6% 24 qtrs
84 BNP PARIBAS ARBITRAGE, SNC 7.1K -1.1K (-13.9%) 25.0K -14.5K (-36.8%) 0.02% -0.004 pp 0.00% +0.000 pp USD5.29 -33.1% 49 qtrs
85 NEWBRIDGE FINANCIAL SERVICES GROUP, INC. 7.0K +1.2K (+20.8%) 24.7K -3.1K (-11.3%) 0.02% +0.003 pp 0.00% 0.000 pp USD6.16 -42.5% 15 qtrs
86 FMR LLC 6.5K -667.0 (-9.3%) 23.1K -11.6K (-33.4%) 0.02% -0.002 pp 0.00% +0.000 pp USD5.39 -34.3% 19 qtrs
87 STATE OF ALASKA, DEPARTMENT OF REVENUE 6.6K +6.6K (+100.0%) 23.0K +23.0K (+100.0%) 0.02% +0.020 pp 0.00% +0.000 pp USD3.54 +0.0% 1 qtrs NEW
88 PNC FINANCIAL SERVICES GROUP, INC. 6.3K -20.4K (-76.4%) 22.4K -106.4K (-82.6%) 0.02% -0.062 pp 0.00% 0.000 pp USD5.21 -32.1% 16 qtrs
89 SIMPLEX TRADING, LLC 5.7K +4.0K (+232.5%) 20.3K +12.3K (+153.7%) 0.02% +0.012 pp 0.00% +0.000 pp USD3.92 -9.7% 2 qtrs
90 LEGAL & GENERAL GROUP PLC 3.3K -281.0 (-7.9%) 11.6K -5.6K (-32.3%) 0.01% -0.001 pp 0.00% +0.000 pp USD6.06 -41.6% 11 qtrs
91 TOWER RESEARCH CAPITAL LLC (TRC) 3.0K +218.0 (+7.7%) 10.8K -2.8K (-20.9%) 0.01% +0.001 pp 0.00% 0.000 pp USD4.93 -28.2% 35 qtrs
92 CORECAP ADVISORS, LLC 2.8K +93.0 (+3.4%) 10.1K -3.2K (-24.1%) 0.01% +0.000 pp 0.00% 0.000 pp USD5.60 -36.8% 8 qtrs
93 AMERITAS INVESTMENT PARTNERS, INC. 2.6K +— (+0.0%) 9.2K -3.3K (-26.6%) 0.01% 0.000 pp 0.00% 0.000 pp USD8.07 -56.1% 11 qtrs
94 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1.9K -13.0 (-0.7%) 6.8K -2.5K (-27.0%) 0.01% 0.000 pp 0.00% +0.000 pp USD4.82 -26.6% 11 qtrs
95 ROYAL BANK OF CANADA 1.6K -120.1K (-98.7%) 6.0K -581.0K (-99.0%) 0.00% -0.362 pp 0.00% 0.000 pp USD4.79 -26.1% 25 qtrs
96 JONES FINANCIAL COMPANIES LLLP 1.4K +— (+0.0%) 4.9K -2.0K (-28.9%) 0.00% 0.000 pp 0.00% +0.000 pp USD4.79 -26.1% 6 qtrs
97 AMALGAMATED BANK 992.00 -72.0 (-6.8%) 4.0K -1.0K (-20.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD8.07 -56.1% 11 qtrs
98 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1.0K +— (+0.0%) 3.6K -1.3K (-26.5%) 0.00% 0.000 pp 0.00% +0.000 pp USD6.82 -48.1% 33 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 60 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.03% 400.2K 0.60%
2 Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT 0.03% 3.1K 0.29%
3 Avantis Global Small Cap Value UCITS ETF AVGS.L 0.02% 180.3K 0.39%
4 Franklin U.S. Small Cap Multifactor Index ETF FLQS 0.01% 6.6K 0.35%
5 Avantis U.S. Small Cap Value ETF AVUV 0.01% 3.36M 0.25%
6 iShares Russell 2000 Growth ETF IWO 0.01% 1.03M 0.24%
7 Vanguard Russell 2000 Growth ETF VTWG 0.01% 112.6K 0.06%
8 Dimensional - US Small Cap Value ETF DFSV 0.01% 478.0K 0.30%
9 Avantis U.S. Small Cap Equity ETF AVSC 0.01% 170.2K 0.25%
10 Invesco RAFI US 1500 Small-Mid ETF PRFZ 0.01% 144.6K 0.34%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
4
Shares acquired
Shares disposed
31.7K
Cash buys
Cash sales
Net activity
-31,651
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
2026-02-20 Bunch John Mark Officer F-InKind D Common Stock 8,910 4.43 39.5K 214,566 D
2025-12-04 Herlin Robert S Director A-Award A Common Stock 24,214 0.00 1,836,715 D
2025-12-04 Hargrave Marjorie Anne Director A-Award A Common Stock 24,214 0.00 117,992 D
2025-12-04 Dozier William Director A-Award A Common Stock 24,214 0.00 264,224 D
2025-12-04 DiPaolo Edward John Director A-Award A Common Stock 24,214 0.00 338,837 D
2025-12-04 Bierria Myra C Director A-Award A Common Stock 24,214 0.00 86,122 D
2025-10-31 Loyd Kelly William Director / Officer F-InKind D Common Stock 9,649 4.38 42.3K 482,123 D
2025-09-18 Stash Ryan Officer A-Award A Common Stock 53,419 0.00 306,897 D
2025-09-18 Loyd Kelly William Director / Officer A-Award A Common Stock 102,834 0.00 491,772 D
2025-09-18 Bunch John Mark Officer A-Award A Common Stock 55,759 0.00 223,476 D
2025-09-18 Beatty Kelly Officer A-Award A Common Stock 18,922 0.00 77,630 D
2025-08-29 Stash Ryan Officer F-InKind D Common Stock 5,438 5.16 28.1K 253,478 D
2025-08-29 Loyd Kelly William Director / Officer F-InKind D Common Stock 10,922 5.16 56.4K 388,938 D
2025-08-29 Bunch John Mark Officer F-InKind D Common Stock 4,699 5.16 24.2K 167,717 D
2025-08-29 Beatty Kelly Officer F-InKind D Common Stock 1,414 5.16 7.3K 58,708 D
2025-06-30 Stash Ryan Officer F-InKind D Common Stock 8,827 4.70 41.5K 258,916 D
2025-06-30 Loyd Kelly William Director / Officer F-InKind D Common Stock 18,247 4.70 85.8K 399,860 D
2025-06-30 Bunch John Mark Officer F-InKind D Common Stock 3,297 4.70 15.5K 172,416 D
2025-06-30 Beatty Kelly Officer F-InKind D Common Stock 1,280 4.70 6.0K 60,122 D
2025-02-21 Bunch John Mark Officer F-InKind D Common Stock 8,691 5.13 44.6K 175,713 D
2025-02-21 Beatty Kelly Officer F-InKind D Common Stock 2,965 5.13 15.2K 61,402 D
2024-12-05 Herlin Robert S Director A-Award A Common Stock 17,483 0.00 1,812,501 D
2024-12-05 Hargrave Marjorie Anne Director A-Award A Common Stock 17,483 0.00 93,778 D
2024-12-05 Dozier William Director A-Award A Common Stock 17,483 0.00 240,010 D
2024-12-05 DiPaolo Edward John Director A-Award A Common Stock 17,483 0.00 314,623 D
2024-12-05 Bierria Myra C Director A-Award A Common Stock 17,483 0.00 61,908 D
2024-11-18 Stash Ryan Officer F-InKind D Common Stock 7,671 5.91 45.3K 267,743 D
2024-11-01 Loyd Kelly William Director / Officer F-InKind D Common Stock 9,692 5.15 49.9K 418,107 D
2024-09-17 Stash Ryan Officer A-Award A Performance Stock Unit 27,106 0.00 27,106
2024-09-17 Loyd Kelly William Director / Officer A-Award A Common Stock 104,360 0.00 427,799
2024-09-17 Bunch John Mark Officer A-Award A Performance Stock Unit 28,294 0.00 28,294
2024-09-17 Beatty Kelly Officer F-InKind D Common Stock 445 5.15 2.3K 64,367
2024-08-30 Stash Ryan Officer F-InKind D Common Stock 5,644 5.15 29.1K 221,202
2024-08-30 Loyd Kelly William Director / Officer F-InKind D Common Stock 6,373 5.15 32.8K 323,439
2024-08-30 Bunch John Mark Officer F-InKind D Common Stock 2,239 5.15 11.5K 127,817
2024-08-30 Beatty Kelly Officer F-InKind D Common Stock 451 5.15 2.3K 45,609
2024-06-28 Stash Ryan Officer F-InKind D Common Stock 15,120 5.27 79.7K 226,846
2024-06-07 Beatty Kelly Officer A-Award A Common Stock 500 0.00 46,060
2024-02-22 Beatty Kelly Officer F-InKind D Common Stock 2,965 5.66 16.8K 45,560
2024-02-21 Bunch John Mark Officer F-InKind D Common Stock 5,930 5.68 33.7K 130,056
2024-02-15 Beatty Kelly Officer A-Award A Common Stock 5,000 0.00 48,525
2023-12-07 Herlin Robert S Director A-Award A Common Stock 16,807 0.00 1,795,018
2023-12-07 Hargrave Marjorie Anne Director A-Award A Common Stock 16,807 0.00 76,295
2023-12-07 Dozier William Director A-Award A Common Stock 16,807 0.00 222,527
2023-12-07 DiPaolo Edward John Director A-Award A Common Stock 16,807 0.00 297,140
2023-12-07 Bierria Myra C Director A-Award A Common Stock 16,807 0.00 44,425
2023-11-17 Stash Ryan Officer F-InKind D Common Stock 7,694 5.91 45.5K 241,966
2023-11-01 Loyd Kelly William Director / Officer F-InKind D Common Stock 9,742 6.43 62.6K 329,812
2023-09-22 Stash Ryan Officer A-Award A Common Stock 40,982 0.00 249,660
2023-09-22 Loyd Kelly William Director / Officer A-Award A Common Stock 78,893 0.00 339,554
2023-09-22 Bunch John Mark Officer A-Award A Common Stock 42,777 0.00 135,986
2023-09-22 Beatty Kelly Officer A-Award A Performance Stock Unit 4,418 0.00 7,040
2023-09-01 Stash Ryan Officer F-InKind D Common Stock 7,262 8.89 64.6K 208,678
2023-09-01 Loyd Kelly William Director / Officer F-InKind D Common Stock 3,015 8.89 26.8K 260,661
2023-09-01 Bunch John Mark Officer F-InKind D Common Stock 353 8.89 3.1K 93,209
2023-09-01 Beatty Kelly Officer F-InKind D Common Stock 212 8.89 1.9K 34,689
2023-06-30 Stash Ryan Officer F-InKind D Common Stock 19,681 8.07 158.8K 215,940
2023-02-22 Beatty Kelly Officer F-InKind D Common Stock 2,965 6.19 18.4K 34,901
2023-02-21 Bunch John Mark Officer D Common Stock 0 0.00 93,562
2022-12-08 Loyd Kelly William Director F-InKind D Common Stock 3,375 6.71 22.6K 263,676
2022-12-08 Herlin Robert S Director A-Award A Common Stock 14,859 0.00 1,778,211
2022-12-08 Hargrave Marjorie Anne Director A-Award A Common Stock 14,859 0.00 59,488
2022-12-08 Dozier William Director A-Award A Common Stock 14,859 0.00 205,720
2022-12-08 DiPaolo Edward John Director A-Award A Common Stock 14,859 0.00 280,333
2022-12-08 Bierria Myra C Director A-Award A Common Stock 14,859 0.00 27,618
2022-12-08 Beatty Kelly Director / Officer D Common Stock 0 0.00 37,866
2022-11-30 Stash Ryan Director F-InKind D Common Stock 4,869 7.73 37.6K 235,621
2022-11-10 Hargrave Marjorie Anne Director A-Award A Common Stock 16,341 0.00 44,629
2022-11-01 Loyd Kelly William Director A-Award A Common Stock 170,225 0.00 267,051
2022-09-01 Stash Ryan Officer F-InKind D Common Stock 2,045 6.94 14.2K 207,338
2022-06-30 Brown Jason E. Director D-Return D Common Stock 271,411 0.00 197,141
2022-03-24 Stash Ryan Officer S-Sale D Common Stock 4,870 5.54 27.0K 209,383
2021-12-09 Loyd Kelly William Director A-Award A Common Stock 11,386 5.27 60.0K 96,826
2021-12-09 Herlin Robert S Director A-Award A Common Stock 11,386 5.27 60.0K 1,763,352
2021-12-09 Hargrave Marjorie Anne Director A-Award A Common Stock 11,386 5.27 60.0K 28,288
2021-12-09 Dozier William Director A-Award A Common Stock 11,386 5.27 60.0K 190,861
2021-12-09 DiPaolo Edward John Director A-Award A Common Stock 11,386 5.27 60.0K 265,474
2021-11-09 Stash Ryan Officer A-Award A Contingent Performance Stock Grant 19,543 0.00 44,751
2021-11-09 Brown Jason E. Officer A-Award A Contingent Performance Stock Grant 35,952 0.00 311,184
2021-09-17 Stash Ryan Officer A-Award A Common Stock 58,629 0.00 214,253
2021-09-17 Brown Jason E. Officer A-Award A Common Stock 107,854 0.00 468,552
2021-08-02 Schultz Roderick A. Officer D-Return D Contingent Performance Stock Grant 19,361 0.00 0
2021-03-01 Hargrave Marjorie Anne Director D Common Stock 0 0.00 16,902
2020-12-09 Stash Ryan Officer A-Award A Common Stock 75,624 0.00 155,624
2020-12-09 Schultz Roderick A. Officer A-Award A Contingent Performance Stock Grant 19,361 0.00 19,361
2020-12-09 Loyd Kelly William Director A-Award A Common Stock 19,868 3.02 60.0K 85,440
2020-12-09 Herlin Robert S Director A-Award A Common Stock 19,868 3.02 60.0K 1,751,966
2020-12-09 Dozier William Director A-Award A Common Stock 19,868 3.02 60.0K 179,475
2020-12-09 DiPaolo Edward John Director A-Award A Common Stock 19,868 3.02 60.0K 254,088
2020-12-09 Brown Jason E. Officer A-Award A Common Stock 225,695 0.00 360,698
2020-11-23 Stash Ryan Officer A-Award A Common Stock 80,000 0.00 80,000
2020-11-18 Stash Ryan Officer 0 0.00 0
2020-09-05 Schultz Roderick A. Officer F-InKind D Common Stock 340 2.86 972.40 64,494
2020-09-03 Schultz Roderick A. Officer F-InKind D Common Stock 1,385 2.86 4.0K 64,834
2020-09-01 Schultz Roderick A. Officer F-InKind D Common Stock 907 2.73 2.5K 66,219
2019-12-10 Schultz Roderick A. Officer A-Award A Common Stock 22,167 0.00 67,126
2019-12-10 Ogilvie Marran H. Director A-Award A Common Stock 11,279 5.32 60.0K 47,946
2019-12-10 Loyd Kelly William Director A-Award A Common Stock 11,279 5.32 60.0K 65,572
2019-12-10 Joe David Officer A-Award A Common Stock 48,057 0.00 333,628
2019-12-10 Herlin Robert S Director A-Award A Common Stock 11,279 5.32 60.0K 1,732,098
2019-12-10 Dozier William Director A-Award A Common Stock 11,279 5.32 60.0K 159,607
2019-12-10 DiPaolo Edward John Director A-Award A Common Stock 11,279 5.32 60.0K 234,220
2019-12-10 Brown Jason E. Officer A-Award A Common Stock 86,131 0.00 135,003
2019-12-04 Schultz Roderick A. Officer F-InKind D Common Stock 316 5.13 1.6K 44,959
2019-09-09 Schultz Roderick A. Officer M-Exempt A Common Stock 2,807 0.00 47,322
2019-09-09 Joe David Officer M-Exempt A Common Stock 7,349 5.93 43.6K 290,938
2019-09-05 Schultz Roderick A. Officer F-InKind D Common Stock 353 5.88 2.1K 44,515
2019-09-01 Schultz Roderick A. Officer F-InKind D Common Stock 342 5.92 2.0K 44,868
2019-07-10 Brown Jason E. Officer 0 0.00 0
2018-12-31 Schultz Roderick A. Officer F-InKind D Common Stock 1,227 6.97 8.6K 45,210
2018-12-31 Ogilvie Marran H. Director P-Purchase A Common Stock 6,800 6.81 46.3K 36,667
2018-12-31 Joe David Officer F-InKind D Common Stock 3,213 6.97 22.4K 283,589
2018-12-06 Ogilvie Marran H. Director A-Award A Common Stock 7,043 8.52 60.0K 29,867
2018-12-06 Loyd Kelly William Director A-Award A Common Stock 7,043 8.52 60.0K 54,293
2018-12-06 Herlin Robert S Director A-Award A Common Stock 7,043 8.52 60.0K 1,720,819
2018-12-06 Dozier William Director A-Award A Common Stock 7,043 8.52 60.0K 148,328
2018-12-06 DiPaolo Edward John Director A-Award A Common Stock 7,043 8.52 60.0K 222,941
2018-12-04 Schultz Roderick A. Officer F-InKind D Common Stock 316 9.02 2.9K 46,437
2018-12-04 Joe David Officer F-InKind D Common Stock 1,646 9.02 14.8K 286,802
2018-10-09 Joe David Officer S-Sale D Common Stock 4,306 12.58 54.2K 288,448
2018-09-25 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 42,220 11.24 474.7K 252,106
2018-09-24 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 22,090 11.03 243.6K 294,326
2018-09-21 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 45,000 10.92 491.3K 316,416
2018-09-19 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 21,500 10.89 234.2K 361,416
2018-09-18 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 90,000 10.79 970.7K 382,916
2018-09-14 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 7,806 10.27 80.2K 472,916
2018-09-12 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 25,000 10.12 253.0K 480,722
2018-09-11 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 25,000 10.01 250.2K 505,722
2018-09-10 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 18,914 10.07 190.4K 530,722
2018-09-05 Schultz Roderick A. Officer A-Award A Common Stock 12,425 0.00 48,728
2018-09-05 Joe David Officer F-InKind D Common Stock 3,579 9.90 35.4K 267,775
2018-09-01 Schultz Roderick A. Officer F-InKind D Common Stock 329 10.05 3.3K 33,496
2018-09-01 Joe David Officer F-InKind D Common Stock 886 10.05 8.9K 264,006
2018-08-28 Schultz Roderick A. Officer F-InKind D Common Stock 183 9.65 1.8K 33,825
2018-08-28 Joe David Officer F-InKind D Common Stock 346 9.65 3.3K 264,892
2018-07-10 Joe David Officer S-Sale D Common Stock 12,352 12.00 148.2K 265,238
2018-07-06 Schultz Roderick A. Officer S-Sale D Common Stock 3,000 11.40 34.2K 34,552
2018-07-02 Schultz Roderick A. Officer S-Sale D Common Stock 3,000 10.60 31.8K 37,552
2018-07-02 Joe David Officer S-Sale D Common Stock 16,000 11.02 176.3K 277,590
2018-06-29 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 103,488 9.89 1.02M 549,636
2018-06-28 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 11,882 10.12 120.2K 409,708
2018-06-27 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 86,231 10.32 889.7K 446,590
2018-06-26 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 120,000 10.12 1.21M 532,821
2018-06-25 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 50,000 10.09 504.6K 652,821
2018-06-22 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 10,000 9.90 99.0K 1,000,000
2018-06-20 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 20,000 9.95 199.0K 1,010,000
2018-06-19 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 37,000 9.88 365.6K 722,821
2018-06-18 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 25,000 9.91 247.7K 759,821
2018-06-15 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 900 9.85 8.9K 784,821
2018-06-13 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 10,000 10.15 101.5K 1,060,000
2018-06-12 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 45,000 10.05 452.0K 805,721
2018-06-11 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 66,129 9.95 658.0K 850,721
2018-06-08 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 25,000 9.93 248.3K 916,850
2018-06-07 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 12,953 10.00 129.5K 1,070,000
2018-06-06 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 10,000 9.84 98.4K 1,082,953
2018-06-05 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 20,000 10.01 200.3K 1,092,953
2018-06-04 Joe David Officer G-Gift D Common Stock 3,000 0.00 293,590
2018-06-04 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 50,000 10.05 502.4K 1,101,850
2018-06-01 Schultz Roderick A. Officer S-Sale D Common Stock 3,000 9.90 29.7K 40,552
2018-06-01 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 10,000 9.63 96.3K 1,132,953
2018-05-31 Keys Randall D Other D-Return D Contingent Performance Stock Grant 29,101 0.00 0
2018-05-31 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 20,000 9.61 192.2K 682,460
2018-05-30 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 10,000 9.61 96.1K 1,152,953
2018-05-29 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 25,000 9.55 238.8K 727,460
2018-05-22 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 1,750 9.52 16.7K 151,564
2018-05-21 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 50,000 9.49 474.4K 1,176,850
2018-05-18 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 22,135 9.32 206.3K 1,226,850
2018-04-26 Schultz Roderick A. Officer S-Sale D Common Stock 3,000 9.00 27.0K 43,552
2018-04-26 Keys Randall D Officer S-Sale D Common Stock 10,000 9.01 90.1K 249,260
2018-04-25 Schultz Roderick A. Officer S-Sale D Common Stock 4,000 8.50 34.0K 46,552
2018-04-25 Keys Randall D Officer S-Sale D Common Stock 10,000 8.51 85.1K 259,260
2018-04-25 Joe David Officer S-Sale D Common Stock 1,332 8.50 11.3K 312,590
2018-04-23 Joe David Officer S-Sale D Common Stock 3,908 8.45 33.0K 313,922
2018-04-20 Joe David Officer S-Sale D Common Stock 9,370 8.45 79.2K 317,830
2018-04-18 Joe David Officer S-Sale D Common Stock 2,056 8.45 17.4K 327,200
2018-04-17 Joe David Officer S-Sale D Common Stock 2,027 8.30 16.8K 329,256
2018-04-16 Joe David Officer S-Sale D Common Stock 4,324 8.30 35.9K 331,283
2018-03-29 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 689 8.10 5.6K 133,361
2018-03-28 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 109 8.15 888.35 134,050
2018-03-27 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 404 8.20 3.3K 806,636
2018-03-23 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 2,408 8.20 19.7K 752,460
2018-03-22 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 6,133 8.10 49.7K 754,868
2018-03-21 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 27,958 8.14 227.5K 761,001
2018-03-20 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 2,926 8.07 23.6K 1,162,953
2018-03-16 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 4,365 8.07 35.2K 807,040
2018-03-15 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 84 8.10 680.40 160,013
2018-03-14 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 561 8.10 4.5K 160,097
2018-03-13 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 6,748 8.10 54.7K 814,411
2018-03-12 Schultz Roderick A. Officer S-Sale D Common Stock 4,000 8.30 33.2K 50,552
2018-03-12 Joe David Officer S-Sale D Common Stock 10,317 8.30 85.6K 335,607
2018-03-12 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 4,774 8.15 38.9K 821,159
2018-03-07 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 1,834 8.20 15.0K 140,883
2018-02-22 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 6,500 8.01 52.1K 831,127
2018-02-21 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 15,000 7.93 119.0K 1,165,879
2018-02-16 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 507 8.20 4.2K 837,627
2018-02-15 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 2,484 8.00 19.9K 1,310,110
2018-02-14 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 3,861 8.01 30.9K 1,312,594
2018-02-13 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 6,759 8.00 54.1K 1,316,455
2018-02-12 Joe David Officer S-Sale D Common Stock 16,666 8.16 136.0K 345,924
2017-12-18 JVL Advisors, L.L.C. 10% Owner S-Sale D Common Stock 5,960 6.90 41.1K 1,323,214

Executive team

Top executives
EBIT / Employee
439.9K
Shares Outstanding
35.00M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Kelly W. Loyd President & Chief Executive Officer 375.0K 534.7K 356.3K 49.8K 1.32M 40.64%
2 2025 J. Mark Bunch Chief Operating Officer 305.0K 289.9K 217.3K 48.2K 860.4K 33.70%
3 2025 Ryan Stash Senior Vice President, Chief Financial Officer & Treasurer 292.2K 277.7K 208.2K 50.6K 828.7K 33.51%
4 2024 Kelly W. Loyd President & Chief Executive Officer 375.0K 422.6K 225.0K 58.0K 1.08M 39.11%
5 2024 J. Mark Bunch Chief Operating Officer 305.0K 229.1K 137.3K 45.6K 717.0K 31.96%
6 2024 Ryan Stash Senior Vice President, Chief Financial Officer & Treasurer 299.2K 219.5K 131.5K 47.1K 697.3K 31.48%
7 2023 Kelly W. Loyd President & Chief Executive Officer 364.5K 280.9K 1.33M 16.7K 1.99M 66.69%
8 2023 Ryan Stash Senior Vice President, Chief Financial Officer & Treasurer 285.7K 164.1K 267.5K 42.6K 760.0K 35.20%
9 2023 J. Mark Bunch Chief Operating Officer 108.7K 60.0K 574.7K 9.5K 752.9K 76.34%
10 2022 Jason E. Brown President & Chief Executive Officer 325.0K 357.5K 409.5K 432.7K 1.52M 26.86%
11 2022 Ryan Stash Senior Vice President, Chief Financial Officer & Treasurer 265.0K 218.6K 222.6K 46.1K 752.4K 29.59%
12 2022 Kelly W. Loyd President & Chief Executive Officer 3.8K 3.8K 0.00%
13 2022 Kelly W. Loyd Interim President & Chief Executive Officer 3.8K 3.8K 0.00%
14 2021 Jason E. Brown President & Chief Executive Officer 325.0K 337.2K 689.1K 35.4K 1.39M 49.69%
15 2021 Ryan Stash Senior Vice President, Chief Financial Officer & Treasurer 163.6K 191.9K 454.9K 40.5K 850.9K 53.46%
16 2021 David Joe Senior Vice President, Chief Financial Officer & Treasurer 135.2K 260.2K 23.7K 419.0K 62.10%
17 2020 Jason E. Brown President & Chief Executive Officer 316.4K 28.4K 726.7K 60.1K 1.13M 64.22%
18 2020 David Joe Senior Vice President, Chief Financial Officer & Treasurer 269.4K 12.7K 224.1K 82.1K 588.3K 38.09%
19 2019 David Joe Senior Vice President, Chief Financial Officer & Treasurer 255.0K 101.4K 236.1K 82.3K 674.8K 34.99%
20 2019 Robert S. Herlin Chairman of the Board 150.0K 150.0K 0.00%
21 2018 Randall D. Keys Former President & Chief Executive Officer (retired on May 31, 2018) 302.5K 173.3K 188.1K 409.1K 1.07M 17.53%
22 2018 David Joe Senior Vice President, Chief Financial Officer & Treasurer 250.0K 132.2K 95.0K 54.5K 531.7K 17.87%
23 2018 Robert S. Herlin Chairman of the Board 15.0K 15.0K 0.00%
24 2017 Randall D. Keys Former President & Chief Executive Officer (retired on May 31, 2018) 327.5K 165.0K 488.3K 75.1K 1.06M 46.24%
25 2017 Randall D. Keys President & Chief Executive Officer 327.5K 165.0K 488.3K 75.1K 1.06M 46.24%
26 2017 David Joe Senior Vice President, Chief Financial Officer & Treasurer 245.0K 93.8K 246.6K 67.9K 653.3K 37.75%
27 2017 Robert S. Herlin Chairman of the Board 81.2K 15.1K 96.2K 0.00%
28 2016 Randall D. Keys President & Chief Executive Officer 307.5K 330.8K 555.2K 55.0K 1.25M 44.47%
29 2016 Randall D. Keys Former President & Chief Executive Officer (retired on May 31, 2018) 307.5K 330.8K 555.2K 55.0K 1.25M 44.47%
30 2016 Robert S. Herlin Chairman of the Board 245.0K 220.5K 289.0K 41.3K 795.8K 36.31%
31 2016 David Joe Senior Vice President, Chief Financial Officer & Treasurer 213.0K 173.3K 293.2K 48.6K 728.0K 40.27%
32 2016 Daryl V. Mazzanti Former Senior Vice President, Operations 140.5K 353.1K 493.6K 0.00%
33 2015 Randall D. Keys President, Chief Financial Officer Treasurer 295.5K 66.0K 672.5K 31.0K 1.07M 63.00%
34 2015 Randall D. Keys President & Chief Executive Officer 295.5K 66.0K 431.7K 56.7K 849.9K 50.79%
35 2015 Robert S. Herlin Chairman and Chief Executive Officer 299.8K 101.5K 415.9K 21.9K 839.1K 49.56%
36 2015 Daryl V. Mazzanti Senior Vice President, Operations 279.7K 42.5K 279.2K 49.6K 650.9K 42.89%
37 2015 Robert S. Herlin Chairman of the Board 299.8K 101.5K 179.2K 43.5K 624.0K 28.71%
38 2015 Daryl V. Mazzanti Former Senior Vice President, Operations 279.7K 42.5K 98.6K 62.2K 483.0K 20.42%
39 2015 David Joe Vice President, Controller, Chief Administrative Officer Corporate Secretary 205.0K 83.8K 153.2K 38.2K 480.2K 31.91%
40 2015 David Joe Senior Vice President, Chief Financial Officer & Treasurer 205.0K 83.8K 67.8K 44.7K 401.3K 16.89%
41 2014 Sterling H. McDonald Former Vice President, Chief Financial Officer Treasurer 161.2K 934.7K 1.10M 0.00%
42 2014 Robert S. Herlin Chairman of the Board 395.8K 429.0K 44.1K 869.0K 0.00%
43 2014 Robert S. Herlin Chairman and Chief Executive Officer 395.8K 429.0K 25.6K 850.5K 0.00%
44 2014 Daryl V. Mazzanti Senior Vice President, Operations 270.8K 202.0K 53.3K 526.2K 0.00%
45 2014 Daryl V. Mazzanti Former Senior Vice President, Operations 270.8K 202.0K 62.1K 526.2K 0.00%
46 2014 Daryl V. Mazzanti Vice President, Operations 270.8K 202.0K 47.8K 520.6K 0.00%
47 2014 Randall D. Keys President & Chief Executive Officer 118.5K 56.3K 300.0K 12.0K 486.8K 61.63%
48 2014 Randall D. Keys President, Chief Financial Officer Treasurer 118.5K 56.3K 300.0K 7.5K 482.3K 62.21%
49 2014 Randall D. Keys President, Chief Financial Officer Treasurer 118.5K 56.3K 300.0K 7.5K 482.3K 62.21%
50 2014 David Joe Senior Vice President, Chief Financial Officer & Treasurer 193.0K 124.0K 41.4K 358.4K 0.00%
51 2014 David Joe Vice President, Controller, Chief Administrative Officer Corporate Secretary 193.0K 124.0K 37.5K 354.5K 0.00%
52 2014 David Joe Vice President, Controller, Chief Administrative Officer Corporate Secretary 193.0K 124.0K 37.5K 354.5K 0.00%
53 2013 Robert S. Herlin Chairman and Chief Executive Officer 372.5K 418.0K 402.0K 26.6K 1.22M 32.98%
54 2013 Robert S. Herlin Chairman, President and Chief Executive Officer 372.5K 418.0K 402.0K 26.6K 1.22M 32.98%
55 2013 Daryl V. Mazzanti Vice President, Operations 255.0K 175.5K 184.0K 57.9K 672.4K 27.36%
56 2013 Sterling H. McDonald Vice President, Chief Financial Officer and Treasurer 255.0K 195.0K 184.0K 34.3K 668.3K 27.53%
57 2013 Sterling H. McDonald Former Vice President, Chief Financial Officer Treasurer 255.0K 195.0K 184.0K 34.3K 668.3K 27.53%
58 2012 Robert S. Herlin Chairman, President and Chief Executive Officer 327.3K 271.4K 303.2K 27.3K 929.1K 32.63%
59 2012 Daryl V. Mazzanti Vice President, Operations 227.2K 139.7K 149.4K 54.6K 571.0K 26.17%
60 2012 Sterling H. McDonald Vice President, Chief Financial Officer and Treasurer 227.2K 139.7K 149.4K 34.0K 550.4K 27.15%
61 2011 Robert S. Herlin Chairman, President and Chief Executive Officer 286.5K 161.7K 412.5K 23.0K 883.7K 46.68%
62 2011 Robert S. Herlin Chairman, President and CEO 286.5K 161.7K 303.2K 18.8K 770.2K 39.37%
63 2011 Sterling H. McDonald Vice President, Chief Financial Officer and Treasurer 211.8K 100.9K 203.3K 31.2K 547.2K 37.16%
64 2011 Daryl V. Mazzanti Vice President, Operations 211.8K 84.1K 203.3K 29.2K 528.3K 38.48%
65 2011 Sterling H. McDonald Vice President, CFO and Treasurer 211.8K 100.9K 149.4K 26.2K 488.2K 30.61%
66 2011 Daryl V. Mazzanti Vice President Operations 211.8K 84.1K 149.4K 27.8K 473.1K 31.59%
67 2010 Robert S. Herlin Chairman, President and CEO 275.0K 185.6K 412.5K 18.5K 891.6K 46.26%
68 2010 Robert S. Herlin Chairman, President and Chief Executive Officer 275.0K 185.6K 247.5K 22.3K 730.4K 33.89%
69 2010 Sterling H. McDonald Vice President, CFO and Treasurer 203.3K 102.9K 203.3K 23.3K 532.9K 38.15%
70 2010 Daryl V. Mazzanti Vice President Operations 203.3K 97.2K 203.3K 24.9K 528.7K 38.46%
71 2010 Sterling H. McDonald Vice President, Chief Financial Officer and Treasurer 203.3K 102.9K 122.0K 30.3K 458.5K 26.60%
72 2010 Daryl V. Mazzanti Vice President, Operations 203.3K 97.2K 122.0K 26.3K 448.8K 27.18%
73 2009 Robert S. Herlin Chairman, President and CEO 269.2K 103.1K 247.5K 18.6K 638.4K 38.77%
74 2009 Sterling H McDonald Vice President, CFO and Treasurer 201.1K 64.8K 247.8K 22.8K 536.6K 46.19%
75 2009 Sterling H. McDonald Vice President, CFO and Treasurer 201.1K 64.8K 122.0K 22.8K 410.7K 29.70%
76 2009 Daryl V. Mazzanti Vice President Operations 201.1K 61.0K 122.0K 24.5K 408.6K 29.85%
77 2008 Robert S. Herlin Chairman, President and CEO 235.0K 187.7K 342.2K 16.7K 781.6K 43.78%
78 2008 Robert S. Herlin President and CEO 235.0K 130.2K 57.4K 342.2K 16.7K 781.6K 51.13%
79 2008 Daryl V. Mazzanti Vice President Operations 186.7K 111.4K 331.9K 22.6K 652.6K 50.86%
80 2008 Sterling H McDonald Vice President, CFO and Treasurer 186.7K 126.2K 248.8K 16.2K 577.8K 43.06%
81 2007 Robert S. Herlin President and CEO 210.0K 170.1K 381.5K 11.5K 773.0K 49.35%
82 2007 Robert S. Herlin President and CEO 210.0K 170.1K 381.5K 11.5K 773.0K 49.35%
83 2007 Daryl V. Mazzanti Vice President Operations 166.3K 103.3K 267.6K 16.8K 554.0K 48.31%
84 2007 Daryl V. Mazzanti Vice President Operations 166.3K 103.3K 267.6K 16.8K 554.0K 48.31%
85 2007 Sterling H. McDonald Vice President, CFO and Treasurer 167.5K 109.0K 241.6K 12.0K 530.0K 45.57%
86 2007 Sterling H McDonald Vice President, CFO and Treasurer 167.5K 109.0K 241.6K 12.0K 530.0K 45.57%
87 2004 Robert S. Herlin President and Chief Executive Officer 141.2K 250.0K 141.2K 177.07%
88 2003 Robert S. Herlin President and Chief Executive Officer
89 2002 Robert S. Herlin President and Chief Executive Officer
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-10-23 DEF 14A
2024-10-24 DEF 14A
2023-10-26 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-02-24 4
2026-02-11 8-K
2026-02-11 424B5
2026-02-11 10-Q
2026-02-10 8-K
2026-01-27 EFFECT
2026-01-16 S-3
2026-01-02 SC 13G/A
2025-12-09 8-K
2025-12-08 4

Executive team

NameTitleCompensationGender
Kelly W. Loyd Chief Executive Officer, President & Director 781.0K male
J. Mark Bunch Chief Operating Officer 570.5K male
Ryan Stash Senior Vice President, Chief Financial Officer, Secretary, Compliance Officer & Treasurer 551.0K male
Robert Stevens Herlin Co-Founder & Non-Executive Chairman 131.4K male
Brandi Hudson Investor Relations Manager female
Kelly Beatty Chief Accounting Officer female
ESG Rating
B+
OIL & GAS EXPLORATION & PRODUCTION
Rank: 4 out of 97
2016
E (Environmental)
68.3 / 55.4
Company / Sector avg.
S (Social)
76.4 / 56.8
Company / Sector avg.
G (Governance)
77.5 / 58.9
Company / Sector avg.
ESG Total
74.1 / 57.1
Company / Sector avg.
ESG Score History OIL & GAS EXPLORATION & PRODUCTION
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits