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Ethan Allen Interiors Inc. (ETD)

USD23.12 +0.89 (+3.98%)
US NYSE Consumer Cyclical Furnishings, Fixtures & Appliances
Address 25 Lake Avenue Extension 06811-5286
Danbury, CT, US
CEO Farooq Kathwari
IPO 1993-03-16
CIK 896156 ISIN US2976021046

Explore sections of this company profile

Description

Ethan Allen Interiors Inc. (ETD) operates as a comprehensive home furnishings enterprise, encompassing interior design services, manufacturing, and retail sales. Its operations span across North America, including the United States, Mexico, Honduras, and Canada. The company is structured into two principal business segments: Wholesale and Retail. Its extensive product portfolio caters to various home furnishing needs, including 'case goods' like beds, dressers, tables, and entertainment units; a wide array of 'upholstery' such as sofas, recliners, and custom fabric items; and 'home accent' pieces ranging from window treatments and lighting to wall decor, area rugs, and garden furnishings. Marketed under the established Ethan Allen brand, these products are distributed through the company's own retail network, independent dealers, and its dedicated e-commerce platform, ethanallen.com. As of June 30, 2021, Ethan Allen maintained a substantial physical presence with approximately 302 design centers. Founded in 1932, the company's corporate headquarters are situated in Danbury, Connecticut.

News Sentiment (7d)
50 Neutral

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD23.12 +0.89 (+3.98%)
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Volume Profile
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Liquidity & share structure
Average Volume
567.9K
Beta
1.00
Float Shares
23.84M
Free Float %
93.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.00% +3.83% -3.37% -9.48% -12.77% -9.72% -21.09% -19.45% -30.83% -38.94% +209.15%
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 (10 ratings, all time) Hold
Price Targets & DCF
Current price
23.12
Low 24.00 +3.8%
Consensus 24.00 +3.8%
Median 24.00 +3.8%
High 24.00 +3.8%
DCF (Unlevered) 32.24 +39.5%
DCF (Levered) 30.01 +29.8%

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

Ratings Trend (MoM) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
24.00
+3.8%
Last Year 3
26.33
+13.9%
All Time 5
27.60
+19.4%
Quality scores
Altman Z-Score
3.99
Safe zone
Piotroski F-Score
4 / 9
Average
MOAT Score
7 / 10
Strong MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Furnishings, Fixtures & Appliances: +2.7%
    -4.9% Q1'26: -4.8% (vs Q1'25)
  • EPS growth Furnishings, Fixtures & Appliances: +4.0%
    -19.3% Q1'26: -37.8% (vs Q1'25)
  • FCF margin FCF growth · Furnishings, Fixtures & Appliances: +24.2%
    +2.7% Q1'26: +8.9% (vs Q1'25)
  • EBIT margin Furnishings, Fixtures & Appliances: +6.9%
    +11.3% Q1'26: +4.8% (vs Q1'25)
  • ROIC Furnishings, Fixtures & Appliances: +6.4%
    +11.0% Q1'26: +4.0% (vs Q1'25)
  • Share dilution Furnishings, Fixtures & Appliances: +0.1%
    0.0% Q1'26: -0.1% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Furnishings, Fixtures & Appliances: -0.16×
    1.47× Q1'26: 2.93× (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 (1.04) × ERP
WACC = 81% × Ke + 19% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 32.24 Current price: 23.12
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 1998
actual
Jun 1999
actual
Jun 2000
actual
Jun 2001
actual
Jun 2002
actual
Jun 2003
actual
Jun 2004
actual
Jun 2005
actual
Jun 2006
actual
Jun 2007
actual
Jun 2008
actual
Jun 2009
actual
Jun 2010
actual
Jun 2012
actual
Jun 2013
actual
Jun 2014
actual
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
2 Rev. Ana.
2 EPS Ana.
Jun 2027
2 Rev. Ana.
2 EPS Ana.
Revenue
679.30M
est: 514.35M (+32.1%)
762.20M
est: 689.52M (+10.5%)
856.17M
est: 777.02M (+10.2%)
904.13M
est: 876.88M (+3.1%)
892.29M
est: 857.98M (+4.0%)
907.26M
est: 889.12M (+2.0%)
955.11M
est: 917.53M (+4.1%)
949.01M
est: 977.72M (-2.9%)
1.07B
est: 927.48M (+15.0%)
1.01B
est: 1.02B (-1.2%)
980.05M
est: 1.01B (-2.6%)
674.28M
est: 877.86M (-23.2%)
590.05M
est: 460.23M (+28.2%)
729.37M
est: 700.19M (+4.2%)
729.08M
est: 737.12M (-1.1%)
746.66M
est: 757.51M (-1.4%)
754.60M
est: 756.21M (-0.2%)
794.20M
est: 789.19M (+0.6%)
763.39M
est: 764.43M (-0.1%)
766.78M
est: 761.84M (+0.6%)
746.68M
est: 761.23M (-1.9%)
589.84M
est: 593.42M (-0.6%)
685.17M
est: 685.10M (+0.0%)
817.76M
est: 785.55M (+4.1%)
791.38M
est: 793.85M (-0.3%)
646.22M
est: 637.25M (+1.4%)
614.65M
est: 606.50M (+1.3%)
581.00M
574.00M – 588.00M
-4.2% YoY
588.45M
577.19M – 599.71M
+1.3% YoY
EBITDA
135.30M
est: 94.95M (+42.5%)
149.00M
est: 134.86M (+10.5%)
163.07M
est: 152.86M (+6.7%)
153.17M
est: 161.32M (-5.0%)
154.34M
est: 133.86M (+15.3%)
154.22M
est: 157.32M (-2.0%)
160.78M
est: 141.96M (+13.3%)
150.10M
est: 152.15M (-1.3%)
169.20M
est: 139.43M (+21.3%)
147.57M
est: 135.74M (+8.7%)
128.56M
est: 143.07M (-10.1%)
-43.78M
est: 75.67M (-157.9%)
22.54M
est: -73.71M (+130.6%)
68.84M
est: 57.74M (+19.2%)
78.45M
est: 71.26M (+10.1%)
87.57M
est: 79.61M (+10.0%)
85.08M
est: 81.41M (+4.5%)
108.53M
est: 86.58M (+25.4%)
78.07M
est: 91.94M (-15.1%)
68.70M
est: 72.91M (-5.8%)
53.82M
est: 65.30M (-17.6%)
28.48M
est: 43.74M (-34.9%)
96.08M
est: 32.19M (+198.5%)
154.31M
est: 104.74M (+47.3%)
156.85M
est: 118.42M (+32.5%)
93.87M
est: 103.28M (-9.1%)
84.79M
est: 98.29M (-13.7%)
94.16M
93.03M – 95.29M
-4.2% YoY
95.37M
93.54M – 97.19M
+1.3% YoY
EBIT
119.40M
est: 84.54M (+41.2%)
132.70M
est: 120.27M (+10.3%)
146.10M
est: 135.96M (+7.5%)
132.95M
est: 142.67M (-6.8%)
135.02M
est: 111.52M (+21.1%)
132.59M
est: 136.07M (-2.6%)
138.92M
est: 117.78M (+18.0%)
128.76M
est: 129.78M (-0.8%)
146.91M
est: 121.58M (+20.8%)
124.56M
est: 117.30M (+6.2%)
102.84M
est: 120.68M (-14.8%)
-69.42M
est: 56.72M (-222.4%)
-6.86M
est: -108.09M (+93.7%)
50.26M
est: 37.66M (+33.5%)
58.95M
est: 53.28M (+10.6%)
69.94M
est: 61.32M (+14.1%)
65.93M
est: 64.04M (+3.0%)
89.57M
est: 68.37M (+31.0%)
57.95M
est: 72.73M (-20.3%)
49.39M
est: 51.85M (-4.7%)
33.95M
est: 45.71M (-25.7%)
11.63M
est: 27.66M (-58.0%)
79.70M
est: 13.86M (+475.2%)
138.32M
est: 90.38M (+53.1%)
141.24M
est: 104.24M (+35.5%)
77.91M
est: 88.86M (-12.3%)
69.26M
est: 84.57M (-18.1%)
81.01M
80.04M – 81.99M
-4.2% YoY
82.05M
80.48M – 83.62M
+1.3% YoY
Net Income
71.10M
est: 49.62M (+43.3%)
81.30M
est: 72.73M (+11.8%)
90.57M
est: 83.92M (+7.9%)
79.68M
est: 89.17M (-10.6%)
82.26M
est: 71.18M (+15.6%)
75.38M
est: 85.55M (-11.9%)
80.34M
est: 74.67M (+7.6%)
79.34M
est: 80.24M (-1.1%)
85.68M
est: 73.39M (+16.7%)
69.23M
est: 71.42M (-3.1%)
58.07M
est: 75.51M (-23.1%)
-52.69M
est: 32.67M (-261.3%)
-44.32M
est: -77.36M (+42.7%)
49.69M
est: 22.71M (+118.9%)
32.48M
est: 56.47M (-42.5%)
42.93M
est: 33.26M (+29.1%)
37.14M
est: 38.88M (-4.5%)
56.64M
est: 40.63M (+39.4%)
36.19M
est: 46.31M (-21.8%)
36.37M
est: 36.29M (+0.2%)
25.70M
est: 33.67M (-23.7%)
8.90M
est: 21.22M (-58.1%)
60.01M
est: 7.04M (+752.5%)
103.28M
est: 68.72M (+50.3%)
105.81M
est: 77.91M (+35.8%)
63.82M
est: 60.84M (+4.9%)
51.60M
est: 51.29M (+0.6%)
36.78M
36.04M – 37.28M
-28.3% YoY
37.17M
34.85M – 39.49M
+1.0% YoY
SGA
195.80M
est: 161.76M (+21.0%)
222.10M
est: 213.85M (+3.9%)
254.51M
est: 245.36M (+3.7%)
280.70M
est: 282.98M (-0.8%)
286.29M
est: 270.46M (+5.9%)
315.58M
est: 295.63M (+6.7%)
320.76M
est: 317.32M (+1.1%)
332.30M
est: 328.93M (+1.0%)
394.07M
est: 329.89M (+19.5%)
402.02M
est: 391.59M (+2.7%)
423.23M
est: 414.77M (+2.0%)
353.11M
est: 407.84M (-13.4%)
289.58M
est: 302.70M (-4.3%)
340.68M
est: 306.06M (+11.3%)
337.91M
est: 334.75M (+0.9%)
336.86M
est: 344.93M (-2.3%)
345.23M
est: 312.57M (+10.4%)
353.06M
est: 322.10M (+9.6%)
361.77M
est: 341.16M (+6.0%)
367.10M
est: 371.36M (-1.1%)
356.88M
est: 357.88M (-0.3%)
311.51M
est: 312.01M (-0.2%)
313.41M
est: 315.96M (-0.8%)
350.92M
est: 288.62M (+21.6%)
346.89M
est: 297.58M (+16.6%)
314.70M
est: 295.16M (+6.6%)
309.79M
est: 280.91M (+10.3%)
269.10M
265.86M – 272.34M
-4.2% YoY
272.55M
267.34M – 277.77M
+1.3% YoY
EPS
1.65
est: 0.96 (+71.9%)
1.97
est: 1.66 (+18.7%)
2.25
est: 1.93 (+16.6%)
2.01
est: 2.18 (-7.8%)
2.12
est: 1.81 (+17.1%)
1.98
est: 2.22 (-10.8%)
2.14
est: 2.16 (-0.9%)
2.24
est: 2.39 (-6.3%)
2.58
est: 2.03 (+27.1%)
2.19
est: 2.38 (-8.0%)
1.98
est: 2.42 (-18.2%)
-1.83
est: 1.23 (-248.8%)
-1.53
est: -0.73 (-109.6%)
1.72
est: 0.67 (+156.7%)
1.13
est: 1.06 (+6.6%)
1.48
est: 1.35 (+9.6%)
1.29
est: 1.41 (-8.3%)
2.02
est: 1.88 (+7.5%)
1.31
est: 1.47 (-11.1%)
1.33
est: 1.32 (+1.1%)
0.96
est: 1.61 (-40.4%)
0.34
est: 0.30 (+15.3%)
2.38
est: 2.30 (+3.6%)
4.06
est: 3.50 (+15.9%)
4.15
est: 3.90 (+6.4%)
2.50
est: 2.37 (+5.3%)
2.03
est: 2.00 (+1.4%)
1.44
1.41 – 1.45
-28.3% YoY
1.45
1.36 – 1.54
+1.0% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-30 Telsey Advisory Group Market Perform Market Perform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 A- 4/5 4/5 3/5 4/5 3/5 3/5 3/5
2026-05-27 A- 4/5 4/5 3/5 4/5 3/5 3/5 3/5
2026-05-26 A- 4/5 4/5 3/5 4/5 3/5 3/5 3/5
2026-05-22 A- 4/5 4/5 3/5 4/5 3/5 3/5 3/5
2026-05-21 A- 4/5 4/5 3/5 4/5 3/5 3/5 3/5
2026-05-20 A- 4/5 4/5 3/5 4/5 3/5 3/5 3/5
2026-05-19 A- 4/5 4/5 3/5 4/5 3/5 3/5 4/5
2026-05-18 A- 4/5 4/5 3/5 4/5 3/5 3/5 4/5
2026-05-15 A 4/5 4/5 3/5 5/5 3/5 3/5 4/5
2026-05-14 A 4/5 4/5 3/5 5/5 3/5 3/5 4/5
2026-05-13 A- 4/5 4/5 3/5 5/5 2/5 3/5 4/5
2026-05-12 A- 4/5 4/5 3/5 5/5 2/5 3/5 4/5
2026-05-11 A- 4/5 4/5 3/5 5/5 2/5 3/5 4/5
2026-05-08 A 4/5 4/5 3/5 5/5 2/5 4/5 4/5
2026-05-07 A 4/5 4/5 3/5 5/5 2/5 4/5 4/5
2026-05-06 A 4/5 4/5 3/5 5/5 2/5 4/5 4/5
2026-05-05 A 4/5 4/5 3/5 5/5 2/5 4/5 4/5
2026-05-04 A 4/5 4/5 3/5 5/5 2/5 4/5 4/5
2026-05-01 A 4/5 4/5 3/5 5/5 2/5 4/5 4/5
2026-04-30 A 4/5 4/5 3/5 5/5 2/5 4/5 4/5
2026-04-29 A 4/5 4/5 3/5 5/5 2/5 4/5 4/5
2026-04-28 A 4/5 4/5 3/5 5/5 2/5 4/5 4/5
2026-04-27 A- 4/5 4/5 3/5 5/5 1/5 4/5 4/5
2026-04-24 A- 4/5 4/5 3/5 5/5 1/5 4/5 4/5
2026-04-23 A- 4/5 4/5 3/5 5/5 1/5 4/5 4/5
2026-04-22 A- 4/5 4/5 3/5 5/5 1/5 4/5 4/5
2026-04-21 A- 4/5 4/5 3/5 5/5 1/5 4/5 4/5
2026-04-20 A- 4/5 4/5 3/5 5/5 1/5 4/5 4/5
2026-04-17 A- 4/5 4/5 3/5 5/5 1/5 4/5 4/5
2026-04-16 A- 4/5 4/5 3/5 5/5 1/5 4/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
31.03M
OE per share TTM
1.21
Owner's Yield
5.88%
Maintenance CapEx ratio
102.82%
Maint CapEx / Avg PPE
45.8%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
213
Total invested
489.80M
Insider transactions (90d)
0
Beneficial owners (>5%)
25
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 4.19M 16.60% 4.11M 4.19M HC Delaware 2022-01-27
2 (1)Names of reporting persons. BlackRock, Inc. 4.19M 16.60% 4.13M 4.19M HC Delaware 2022-01-26
3 30-0447847 1.82M 7.20% 1.78M 1.82M IA 2022-02-08
4 The Vanguard Group - 23-1945930 1.62M 6.43% 31.0K 1.58M 44.2K IA Pennsylvania 2022-02-10
5 (. 1.52M 5.51% 1.43M 1.52M IA Delaware Limited Partnership 2017-02-09
6 Thomas E. Sandell 1.31M 4.60% 1.31M 10.00 IN Sweden 2016-01-13
7 23-2772200 1.23M 4.92% 779.9K 1.23M IA Delaware 2021-02-11
8 Castlerigg International Holdings Limited 1.19M 4.20% 1.19M 10.00 CO British Virgin Islands 2016-01-13
9 Castlerigg International Limited 1.19M 4.20% 1.19M 10.00 CO British Virgin Islands 2016-01-13
10 Castlerigg Master Investments Ltd. 1.19M 4.20% 1.19M 10.00 CO British Virgin Islands 2016-01-13
11 Castlerigg Offshore Holdings, Ltd. 1.19M 4.20% 1.19M 10.00 CO Cayman Islands 2016-01-13
12 Sandell Asset Management Corp. 1.19M 4.20% 1.19M 10.00 IA, CO Cayman Islands 2016-01-13
13 Odey Asset Management Group Ltd 1.10M 3.87% 1.10M 1.10M HC, CO England 2016-01-19
14 Odey Asset Management LLP 1.10M 3.87% 1.10M 1.10M IA, PN England 2016-01-19
15 Odey Holdings AG 1.10M 3.87% 1.10M 1.10M HC, CO England 2016-01-19
16 Robin Crispin William Odey (“Crispin Odey”) 1.10M 3.87% 1.10M 1.10M HC, IN England 2016-01-19
17 52-0556948 1.09M 3.90% 314.0K 1.09M IA Maryland 2017-02-07
18 Sandell Investment Services, L.L.C. 115.7K 0.40% 115.7K 10.00 IA, CO Delaware 2016-01-13
19 of Merrill Lynch Investment Solutions – Castlerigg Equity Event and Arbitrage UCITS Fund) 115.7K 0.40% 115.7K 10.00 CO Luxembourg 2016-01-13
20 Castlerigg Active Investment Fund, Ltd. 0.00% 10.00 CO British Virgin Islands 2016-01-13
21 Castlerigg Active Investment Intermediate Fund, L.P. 0.00% 10.00 PN British Virgin Islands 2016-01-13
22 Castlerigg Active Investment Master Fund, Ltd. 0.00% 10.00 CO British Virgin Islands 2016-01-13
23 Castlerigg Equity Event and Arbitrage Fund 0.00% 10.00 IV Delaware 2016-01-13
24 David Wadors 0.00% IN United States 2021-06-08
25 Patricia Wadors 0.00% IN United States 2021-06-08

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
213
+6 vs prev Q
New positions
39
Closed positions
35
Increased
125
Reduced
49
Put/Call ratio
0.32
Calls held
140.6K
Puts held
44.8K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 3.67M +20.8K (+0.6%) 83.86M -23.7M (-22.0%) 14.34% +0.096 pp 0.00% -0.001 pp USD31.76 -28.1% 6 qtrs
2 VANGUARD GROUP INC 1.81M +47.5K (+2.7%) 41.29M -10.6M (-20.4%) 7.06% +0.193 pp 0.00% 0.000 pp USD26.15 -12.7% 84 qtrs
3 DIMENSIONAL FUND ADVISORS LP 1.71M -15.2K (-0.9%) 38.98M -11.7M (-23.2%) 6.66% -0.052 pp 0.01% -0.003 pp USD28.28 -19.2% 51 qtrs
4 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.13M +83.9K (+8.0%) 25.86M -5.0M (-16.3%) 4.42% +0.332 pp 0.00% -0.001 pp USD26.61 -14.2% 100 qtrs
5 STATE STREET CORP 938.3K -1.2K (-0.1%) 21.43M -6.2M (-22.6%) 3.66% -0.001 pp 0.00% 0.000 pp USD25.95 -12.0% 51 qtrs
6 AMERICAN CENTURY COMPANIES INC 855.1K -19.7K (-2.2%) 19.53M -6.2M (-24.2%) 3.34% -0.073 pp 0.01% -0.003 pp USD27.65 -17.4% 23 qtrs
7 ROYCE & ASSOCIATES LP 613.5K +22.4K (+3.8%) 14.01M -3.4M (-19.5%) 2.40% +0.090 pp 0.14% -0.032 pp USD26.16 -12.7% 59 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 613.3K +8.0K (+1.3%) 14.01M -3.8M (-21.5%) 2.40% +0.034 pp 0.00% 0.000 pp USD25.53 -10.5% 78 qtrs
9 JACOBS LEVY EQUITY MANAGEMENT, INC 395.5K +3.7K (+0.9%) 9.03M -2.5M (-21.7%) 1.54% +0.016 pp 0.03% -0.011 pp USD28.24 -19.1% 4 qtrs
10 BANK OF NEW YORK MELLON CORP 395.2K -10.6K (-2.6%) 9.03M -2.9M (-24.5%) 1.54% -0.040 pp 0.00% -0.001 pp USD23.60 -3.2% 66 qtrs
11 UBS GROUP AG 365.0K -8.0K (-2.1%) 8.34M -2.7M (-24.1%) 1.43% -0.030 pp 0.00% 0.000 pp USD28.15 -18.9% 45 qtrs
12 AMERIPRISE FINANCIAL INC 360.8K +225.8K (+167.2%) 8.24M +4.3M (+107.2%) 1.41% +0.882 pp 0.00% +0.001 pp USD23.81 -4.1% 55 qtrs
13 MORGAN STANLEY 356.6K +147.8K (+70.8%) 8.14M +2.0M (+32.4%) 1.39% +0.578 pp 0.00% +0.000 pp USD23.45 -2.6% 51 qtrs
14 CAMBRIA INVESTMENT MANAGEMENT, L.P. 354.8K +68.0K (+23.7%) 8.10M -346.5K (-4.1%) 1.39% +0.267 pp 0.47% -0.012 pp USD26.49 -13.8% 16 qtrs
15 INVESCO LTD. 345.4K +71.9K (+26.3%) 7.89M -169.0K (-2.1%) 1.35% +0.282 pp 0.00% 0.000 pp USD24.85 -8.1% 57 qtrs
16 NORTHERN TRUST CORP 333.1K -26.2K (-7.3%) 7.61M -3.0M (-28.1%) 1.30% -0.101 pp 0.00% 0.000 pp USD27.30 -16.3% 51 qtrs
17 GOLDMAN SACHS GROUP INC 327.5K -248.6K (-43.2%) 7.48M -9.5M (-55.9%) 1.28% -0.969 pp 0.00% -0.001 pp USD29.52 -22.6% 73 qtrs
18 TEACHER RETIREMENT SYSTEM OF TEXAS 311.1K +80.5K (+34.9%) 7.10M +313.1K (+4.6%) 1.21% +0.315 pp 0.02% -0.003 pp USD28.52 -19.9% 14 qtrs
19 FIRST EAGLE INVESTMENT MANAGEMENT, LLC 270.6K +23.1K (+9.3%) 6.18M -1.1M (-15.2%) 1.06% +0.091 pp 0.01% -0.002 pp USD29.30 -22.0% 8 qtrs
20 RENAISSANCE TECHNOLOGIES LLC 234.2K -11.9K (-4.8%) 5.35M -1.9M (-26.2%) 0.91% -0.046 pp 0.01% -0.001 pp USD26.95 -15.3% 34 qtrs
21 FMR LLC 220.1K +49.9K (+29.3%) 5.03M +11.9K (+0.2%) 0.86% +0.195 pp 0.00% +0.000 pp USD27.17 -15.9% 20 qtrs
22 GILMAN HILL ASSET MANAGEMENT, LLC 211.5K -10.2K (-4.6%) 4.83M -1.7M (-26.0%) 0.83% -0.039 pp 0.76% -0.261 pp USD27.85 -18.0% 3 qtrs
23 MILLENNIUM MANAGEMENT LLC 206.9K +137.6K (+198.3%) 4.73M +2.7M (+131.3%) 0.81% +0.538 pp 0.00% +0.001 pp USD25.07 -8.9% 72 qtrs
24 NORTH STAR INVESTMENT MANAGEMENT CORP. 200.3K +19.2K (+10.6%) 4.57M -760.0K (-14.2%) 0.78% +0.076 pp 0.29% -0.056 pp USD21.15 +8.0% 31 qtrs
25 AQR CAPITAL MANAGEMENT LLC 186.5K +41.5K (+28.6%) 4.26M -11.4K (-0.3%) 0.73% +0.163 pp 0.00% -0.001 pp USD27.53 -17.0% 21 qtrs
26 LSV ASSET MANAGEMENT 175.7K -20.5K (-10.4%) 4.01M -1.8M (-30.6%) 0.69% -0.079 pp 0.01% -0.004 pp USD30.68 -25.6% 40 qtrs
27 HODGES CAPITAL MANAGEMENT INC. 170.7K -201.3K (-54.1%) 3.90M -7.1M (-64.4%) 0.67% -0.785 pp 0.34% -0.602 pp USD28.68 -20.4% 22 qtrs
28 QUBE RESEARCH & TECHNOLOGIES LTD 135.7K +135.7K (+100.0%) 3.10M +3.1M (+100.0%) 0.53% +0.530 pp 0.00% +0.003 pp USD22.84 +0.0% 1 qtrs NEW
29 TWO SIGMA ADVISERS, LP 133.1K +36.8K (+38.2%) 3.04M +203.0K (+7.2%) 0.52% +0.144 pp 0.01% +0.000 pp USD27.44 -16.8% 37 qtrs
30 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 132.1K -65.0K (-33.0%) 3.02M -2.8M (-48.0%) 0.52% -0.253 pp 0.00% -0.002 pp USD29.83 -23.4% 13 qtrs
31 WELLS FARGO & COMPANY/MN 121.2K +3.4K (+2.9%) 2.77M -702.5K (-20.2%) 0.47% +0.014 pp 0.00% 0.000 pp USD27.11 -15.8% 57 qtrs
32 D. E. SHAW & CO., INC. 119.2K +119.2K (+100.0%) 2.72M +2.7M (+100.0%) 0.47% +0.466 pp 0.00% +0.002 pp USD22.84 +0.0% 13 qtrs
33 PRINCIPAL FINANCIAL GROUP INC 110.4K -1.4K (-1.2%) 2.52M -770.6K (-23.4%) 0.43% -0.005 pp 0.00% 0.000 pp USD27.91 -18.2% 81 qtrs
34 PUBLIC SECTOR PENSION INVESTMENT BOARD 105.6K -6.2K (-5.5%) 2.41M -881.1K (-26.8%) 0.41% -0.024 pp 0.01% -0.004 pp USD26.88 -15.0% 58 qtrs
35 BANK OF AMERICA CORP /DE/ 103.6K -16.3K (-13.6%) 2.37M -1.2M (-33.0%) 0.40% -0.063 pp 0.00% 0.000 pp USD29.56 -22.7% 52 qtrs
36 RHUMBLINE ADVISERS 99.0K -6.7K (-6.3%) 2.26M -851.5K (-27.4%) 0.39% -0.026 pp 0.00% -0.001 pp USD25.64 -10.9% 55 qtrs
37 PACER ADVISORS, INC. 83.6K +6.1K (+7.9%) 1.91M -373.0K (-16.3%) 0.33% +0.024 pp 0.00% -0.001 pp USD29.18 -21.7% 35 qtrs
38 BALYASNY ASSET MANAGEMENT L.P. 81.6K -21.3K (-20.7%) 1.86M -1.2M (-38.5%) 0.32% -0.083 pp 0.00% -0.002 pp USD27.85 -18.0% 22 qtrs
39 BARCLAYS PLC 81.6K +24.4K (+42.7%) 1.86M +40.4K (+2.2%) 0.32% +0.096 pp 0.00% +0.000 pp USD26.80 -14.8% 51 qtrs
40 BRIDGEWAY CAPITAL MANAGEMENT, LLC 79.7K -30.9K (-27.9%) 1.82M -1.4M (-44.1%) 0.31% -0.120 pp 0.04% -0.031 pp USD30.68 -25.6% 32 qtrs
41 CITADEL ADVISORS LLC 77.2K -36.3K (-32.0%) 1.76M -1.6M (-47.3%) 0.30% -0.141 pp 0.00% 0.000 pp USD28.32 -19.4% 14 qtrs
42 WEDGE CAPITAL MANAGEMENT L L P/NC 76.2K +16.3K (+27.2%) 1.74M -24.6K (-1.4%) 0.30% +0.064 pp 0.03% +0.001 pp USD28.20 -19.0% 11 qtrs
43 TWO SIGMA INVESTMENTS, LP 69.2K +60.4K (+685.5%) 1.58M +1.3M (+509.0%) 0.27% +0.236 pp 0.00% +0.002 pp USD23.65 -3.4% 13 qtrs
44 RUSSELL INVESTMENTS GROUP, LTD. 67.1K -1.8K (-2.6%) 1.53M -496.8K (-24.5%) 0.26% -0.007 pp 0.00% -0.001 pp USD29.11 -21.5% 37 qtrs
45 GABELLI FUNDS LLC 64.9K +— (+0.0%) 1.48M -429.9K (-22.5%) 0.25% +0.000 pp 0.01% -0.003 pp USD27.85 -18.0% 3 qtrs
46 KESTRA ADVISORY SERVICES, LLC 64.8K -4.7K (-6.7%) 1.48M -567.3K (-27.7%) 0.25% -0.018 pp 0.01% -0.003 pp USD28.05 -18.6% 3 qtrs
47 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 64.6K -2.4K (-3.6%) 1.47M -498.1K (-25.3%) 0.25% -0.009 pp 0.01% -0.004 pp USD26.37 -13.4% 16 qtrs
48 JPMORGAN CHASE & CO 64.2K -127.5K (-66.5%) 1.47M -4.2M (-74.0%) 0.25% -0.497 pp 0.00% 0.000 pp USD28.86 -20.9% 40 qtrs
49 LEGAL & GENERAL GROUP PLC 63.1K -1.2K (-1.8%) 1.44M -452.0K (-23.9%) 0.25% -0.004 pp 0.00% 0.000 pp USD28.01 -18.5% 46 qtrs
50 JANNEY MONTGOMERY SCOTT LLC 57.4K -6.5K (-10.2%) 1.31M -572.0K (-30.4%) 0.22% -0.025 pp 0.00% -0.002 pp USD27.85 -18.0% 3 qtrs
51 Y-INTERCEPT (HONG KONG) LTD 56.7K +43.2K (+319.2%) 1.29M +896.4K (+225.0%) 0.22% +0.169 pp 0.03% +0.019 pp USD24.04 -5.0% 6 qtrs
52 HENNION & WALSH ASSET MANAGEMENT, INC. 51.3K -12.3K (-19.3%) 1.17M -701.1K (-37.4%) 0.20% -0.048 pp 0.04% -0.027 pp USD29.26 -21.9% 15 qtrs
53 COLONY GROUP, LLC 50.5K +50.5K (+100.0%) 1.15M +1.2M (+100.0%) 0.20% +0.197 pp 0.00% +0.001 pp USD22.84 +0.0% 1 qtrs NEW
54 NUVEEN, LLC 49.8K +— (+0.0%) 1.14M -329.7K (-22.5%) 0.19% +0.000 pp 0.00% 0.000 pp USD27.70 -17.5% 4 qtrs
55 SG AMERICAS SECURITIES, LLC 47.0K +6.2K (+15.3%) 1.07M -127.0K (-10.6%) 0.18% +0.025 pp 0.00% -0.003 pp USD28.44 -19.7% 6 qtrs
56 SWISS NATIONAL BANK 46.9K +— (+0.0%) 1.07M -310.5K (-22.5%) 0.18% +0.000 pp 0.00% 0.000 pp USD26.15 -12.7% 51 qtrs
57 CREATIVE PLANNING 45.4K +31.8K (+235.1%) 1.04M +637.3K (+159.8%) 0.18% +0.124 pp 0.00% +0.000 pp USD24.82 -8.0% 2 qtrs
58 EXODUSPOINT CAPITAL MANAGEMENT, LP 44.1K -35.9K (-44.9%) 1.01M -1.3M (-57.3%) 0.17% -0.140 pp 0.01% -0.016 pp USD29.83 -23.4% 15 qtrs
59 FIRST DALLAS SECURITIES INC. 44.1K -74.1K (-62.7%) 1.01M -2.5M (-71.1%) 0.17% -0.289 pp 0.37% -0.929 pp USD27.89 -18.1% 21 qtrs
60 LINDEN THOMAS ADVISORY SERVICES, LLC 42.9K -172.0 (-0.4%) 978.8K -288.8K (-22.8%) 0.17% -0.001 pp 0.10% -0.029 pp USD29.25 -21.9% 11 qtrs
61 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42.7K -3.6K (-7.8%) 975.0K -389.0K (-28.5%) 0.17% -0.014 pp 0.00% -0.001 pp USD28.09 -18.7% 51 qtrs
62 JENNISON ASSOCIATES LLC 38.0K +14.7K (+63.2%) 866.9K +181.8K (+26.5%) 0.15% +0.058 pp 0.00% +0.000 pp USD24.83 -8.0% 18 qtrs
63 AMERICANA PARTNERS, LLC 38.0K -4.5K (-10.6%) 866.8K -383.6K (-30.7%) 0.15% -0.017 pp 0.02% -0.014 pp USD28.30 -19.3% 12 qtrs
64 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 34.2K -597.0 (-1.7%) 781.0K -244.0K (-23.8%) 0.13% -0.002 pp 0.00% -0.001 pp USD28.72 -20.5% 51 qtrs
65 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 33.2K +45.0 (+0.1%) 758.0K -218.4K (-22.4%) 0.13% +0.000 pp 0.00% -0.001 pp USD28.61 -20.2% 51 qtrs
66 COMERICA BANK 32.2K +3.9K (+13.9%) 736.6K -97.7K (-11.7%) 0.13% +0.016 pp 0.00% 0.000 pp USD29.38 -22.3% 10 qtrs
67 UNISON ADVISORS LLC 32.1K +342.0 (+1.1%) 732.8K -202.3K (-21.6%) 0.13% +0.002 pp 0.06% -0.021 pp USD23.77 -3.9% 31 qtrs
68 BNP PARIBAS ARBITRAGE, SNC 31.5K -4.4K (-12.1%) 719.4K -336.7K (-31.9%) 0.12% -0.017 pp 0.00% 0.000 pp USD28.06 -18.6% 51 qtrs
69 HORIZON INVESTMENTS, LLC 25.3K +6.1K (+32.0%) 709.3K -41.0K (-5.5%) 0.10% +0.024 pp 0.01% -0.001 pp USD26.84 -14.9% 4 qtrs
70 QUEST PARTNERS LLC 31.0K +26.4K (+576.3%) 708.2K +573.2K (+424.3%) 0.12% +0.103 pp 0.04% +0.031 pp USD23.70 -3.6% 7 qtrs
71 UBS ASSET MANAGEMENT AMERICAS INC 30.1K -4.5K (-13.1%) 687.0K -332.7K (-32.6%) 0.12% -0.018 pp 0.00% 0.000 pp USD26.95 -15.3% 52 qtrs
72 AQUATIC CAPITAL MANAGEMENT LLC 28.3K +27.7K (+4,950.2%) 645.9K +629.4K (+3,815.3%) 0.11% +0.108 pp 0.02% +0.018 pp USD22.97 -0.6% 2 qtrs
73 SUMMERHAVEN INVESTMENT MANAGEMENT, LLC 28.0K +— (+0.0%) 640.6K -185.7K (-22.5%) 0.11% +0.000 pp 0.36% -0.118 pp USD22.87 -0.1% 14 qtrs
74 CITIGROUP INC 27.7K +1.2K (+4.5%) 632.8K -148.1K (-19.0%) 0.11% +0.005 pp 0.00% 0.000 pp USD29.07 -21.4% 54 qtrs
75 EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT 27.5K +3.3K (+13.8%) 628.1K -84.1K (-11.8%) 0.11% +0.013 pp 0.01% -0.003 pp USD29.02 -21.3% 10 qtrs
76 STIFEL FINANCIAL CORP 27.3K -129.0 (-0.5%) 623.9K -184.6K (-22.8%) 0.11% 0.000 pp 0.00% 0.000 pp USD24.85 -8.1% 16 qtrs
77 INVESTORS RESEARCH CORP 26.1K -700.0 (-2.6%) 596.7K -193.6K (-24.5%) 0.10% -0.003 pp 0.11% -0.037 pp USD19.18 +19.1% 28 qtrs
78 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 26.0K +2.0K (+8.5%) 594.6K -112.3K (-15.9%) 0.10% +0.008 pp 0.04% -0.005 pp USD27.73 -17.6% 3 qtrs
79 GAMCO INVESTORS, INC. ET AL 25.3K +— (+0.0%) 577.9K -167.5K (-22.5%) 0.10% +0.000 pp 0.01% -0.002 pp USD23.78 -4.0% 31 qtrs
80 FEDERATED HERMES, INC. 24.4K -108.0 (-0.4%) 558.1K -164.9K (-22.8%) 0.10% 0.000 pp 0.00% 0.000 pp USD26.87 -15.0% 54 qtrs
81 PRICE T ROWE ASSOCIATES INC /MD/ 24.3K +1.1K (+5.0%) 554.0K -127.0K (-18.6%) 0.09% +0.005 pp 0.00% +0.000 pp USD24.25 -5.8% 21 qtrs
82 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 24.1K +2.9K (+13.8%) 550.1K -73.2K (-11.8%) 0.09% +0.012 pp 0.00% 0.000 pp USD29.58 -22.8% 52 qtrs
83 GREAT WEST LIFE ASSURANCE CO /CAN/ 23.9K +1.1K (+4.7%) 544.0K -128.0K (-19.0%) 0.09% +0.004 pp 0.00% +0.000 pp USD23.41 -2.4% 49 qtrs
84 INTECH INVESTMENT MANAGEMENT LLC 23.6K -3.0K (-11.2%) 539.5K -244.1K (-31.1%) 0.09% -0.012 pp 0.00% -0.002 pp USD28.28 -19.2% 6 qtrs
85 VIDENT ADVISORY, LLC 23.6K +4.3K (+22.2%) 539.0K -30.1K (-5.3%) 0.09% +0.017 pp 0.00% -0.001 pp USD28.38 -19.5% 9 qtrs
86 ENGINEERS GATE MANAGER LP 22.6K -9.8K (-30.2%) 516.8K -438.8K (-45.9%) 0.09% -0.038 pp 0.01% -0.005 pp USD28.61 -20.2% 5 qtrs
87 PRUDENTIAL FINANCIAL INC 22.3K -1.6K (-6.6%) 509.8K -193.9K (-27.6%) 0.09% -0.006 pp 0.00% 0.000 pp USD23.76 -3.9% 85 qtrs
88 ILLUMINE INVESTMENT MANAGEMENT, LLC 22.3K +654.0 (+3.0%) 508.7K -128.1K (-20.1%) 0.09% +0.003 pp 0.37% -0.083 pp USD27.87 -18.0% 5 qtrs
89 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 22.2K -21.3K (-49.0%) 506.5K -773.6K (-60.4%) 0.09% -0.083 pp 0.00% -0.005 pp USD27.26 -16.2% 20 qtrs
90 XTX TOPCO LTD 21.7K +8.7K (+67.4%) 495.0K +113.5K (+29.8%) 0.08% +0.034 pp 0.01% -0.007 pp USD26.80 -14.8% 2 qtrs
91 RAFFERTY ASSET MANAGEMENT, LLC 21.4K +3.1K (+17.0%) 489.3K -50.2K (-9.3%) 0.08% +0.012 pp 0.00% 0.000 pp USD27.90 -18.1% 3 qtrs
92 CAMPBELL & CO INVESTMENT ADVISER LLC 21.4K -9.7K (-31.1%) 488.8K -426.2K (-46.6%) 0.08% -0.038 pp 0.02% -0.046 pp USD27.73 -17.6% 6 qtrs
93 MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 20.9K -648.0 (-3.0%) 478.1K -157.7K (-24.8%) 0.08% -0.002 pp 0.00% -0.001 pp USD29.46 -22.5% 11 qtrs
94 INSPIRE INVESTING, LLC 20.6K +5.1K (+33.0%) 470.1K +14.3K (+3.1%) 0.08% +0.020 pp 0.04% -0.002 pp USD30.09 -24.1% 10 qtrs
95 LPL FINANCIAL LLC 20.4K -2.8K (-12.1%) 466.6K -217.8K (-31.8%) 0.08% -0.011 pp 0.00% 0.000 pp USD28.89 -20.9% 13 qtrs
96 ASPEN INVESTMENT MANAGEMENT INC 20.3K -450.0 (-2.2%) 465.0K -148.0K (-24.1%) 0.08% -0.002 pp 0.14% -0.097 pp USD27.58 -17.2% 20 qtrs
97 DEUTSCHE BANK AG\ 19.0K +— (+0.0%) 433.4K -125.6K (-22.5%) 0.07% +0.000 pp 0.00% +0.000 pp USD27.65 -17.4% 50 qtrs
98 SUSQUEHANNA INTERNATIONAL GROUP, LLP 18.6K +9.0K (+93.8%) 424.8K +142.0K (+50.2%) 0.07% +0.035 pp 0.00% +0.000 pp USD25.43 -10.2% 20 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 117 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Cambria Shareholder Yield ETF SYLD 0.94% 8.97M 0.59%
2 Acquirers Small and Micro Deep Value ETF DEEP 0.81% 220.3K 0.80%
3 Hartford Multifactor Small Cap ETF ROSC 0.40% 247.9K 0.34%
4 WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS 0.30% 1.19M 0.38%
5 Amplify Etho Climate Leadership U.S. ETF ETHO 0.29% 539.4K 0.45%
6 Indexperts Quality Earnings Focused ETF QIDX 0.21% 74.3K 0.50%
7 Inspire Small/Mid Cap ETF ISMD 0.20% 649.8K 0.53%
8 State Street SPDR US Small Cap Low Volatility Index ETF SMLV 0.17% 425.4K 0.12%
9 JPMorgan Diversified Return U.S. Small Cap Equity ETF JPSE 0.15% 872.8K 0.29%
10 Vanguard U.S. Value Factor ETF VFVA 0.14% 1.19M 0.13%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
3
Shares acquired
Shares disposed
2.2K
Cash buys
Cash sales
3.00
Net activity
-2,220
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
2026-03-06 Durgee Stephanie K. Officer 0 0.00 0
2026-01-22 KATHWARI M FAROOQ Director / Officer S-Sale D Common Stock 2,168 25.01 54.2K 1,483,228 D
2025-12-15 KATHWARI M FAROOQ Director / Officer S-Sale D Common Stock 303 25.05 7.6K 1,485,396 D
2025-12-11 KATHWARI M FAROOQ Director / Officer S-Sale D Common Stock 15,000 25.01 375.2K 1,485,699 D
2025-12-04 KATHWARI M FAROOQ Director / Officer G-Gift D Common Stock 82,953 24.11 2.00M 1,500,699 D
2025-10-15 KATHWARI M FAROOQ Director / Officer S-Sale D Common Stock 175 28.01 4.9K 22,550 I
2025-09-15 KATHWARI M FAROOQ Director / Officer / 10% Owner S-Sale D Common Stock 15,000 29.37 440.6K 1,598,652 D
2025-08-29 Phillips Amy Officer M-Exempt A Common Stock 2,786 29.51 82.2K 17,030 D
2025-08-29 McNulty Matthew J Officer M-Exempt A Common Stock 2,124 29.51 62.7K 14,524 D
2025-08-29 KATHWARI M FAROOQ Director / Officer / 10% Owner M-Exempt A Common Stock 45,569 29.51 1.34M 1,657,763 D
2025-08-11 Phillips Amy Officer F-InKind D Common Stock 556 29.47 16.4K 14,244 D
2025-08-11 McNulty Matthew J Officer F-InKind D Common Stock 316 29.47 9.3K 12,400 D
2025-08-11 KATHWARI M FAROOQ Director / Officer / 10% Owner F-InKind D Common Stock 5,143 29.47 151.6K 1,612,194 D
2025-08-11 Diefenbach Douglas H. Officer F-InKind D Common Stock 164 29.47 4.8K 5,933 D
2025-08-08 McNulty Matthew J Officer F-InKind D Common Stock 242 29.26 7.1K 12,716 D
2025-08-08 KATHWARI M FAROOQ Director / Officer / 10% Owner F-InKind D Common Stock 3,507 29.26 102.6K 1,617,337 D
2025-08-08 Franks Amy Officer F-InKind D Common Stock 421 29.26 12.3K 14,800 D
2025-08-07 McNulty Matthew J Officer F-InKind D Common Stock 287 29.31 8.4K 12,958 D
2025-08-07 KATHWARI M FAROOQ Director / Officer / 10% Owner F-InKind D Common Stock 4,168 29.31 122.2K 1,620,844 D
2025-08-07 Franks Amy Officer F-InKind D Common Stock 500 29.31 14.7K 15,221 D
2025-08-06 Tsai Cynthia Ekberg Director A-Award A Stock Option (right to buy) 3,381 29.58 100.0K 3,381 D
2025-08-06 Stacom Tara I. Director A-Award A Stock Option (right to buy) 3,381 29.58 100.0K 3,381 D
2025-08-06 Sable David M. Director A-Award A Stock Option (right to buy) 3,381 29.58 100.0K 3,381 D
2025-08-06 McNulty Matthew J Officer A-Award A Common Stock 3,461 0.00 13,245 D
2025-08-06 KATHWARI M FAROOQ Director / Officer / 10% Owner A-Award A Common Stock 13,107 0.00 1,625,012 D
2025-08-06 Franks Amy Officer A-Award A Common Stock 4,221 0.00 15,721 D
2025-08-06 DOONER JOHN J JR Director A-Award A Stock Option (right to buy) 3,381 29.58 100.0K 3,381 D
2025-08-06 Casar Perez Maria Eugenia Director A-Award A Stock Option (right to buy) 3,381 29.58 100.0K 3,381 D
2025-05-19 KATHWARI M FAROOQ Director / Officer / 10% Owner S-Sale D Common Stock 10,000 26.85 268.5K 1,611,905 D
2025-05-19 Diefenbach Douglas H. Officer M-Exempt D Employee Stock Option (right to buy) 666 26.19 17.4K 0 D
2025-04-17 KATHWARI M FAROOQ Director / Officer / 10% Owner S-Sale D Common Stock 175 26.31 4.6K 23,075 I
2025-03-17 KATHWARI M FAROOQ Director / Officer / 10% Owner S-Sale D Common Stock 10,000 26.70 267.0K 1,631,905 D
2025-02-18 KATHWARI M FAROOQ Director / Officer / 10% Owner S-Sale D Common Stock 10,000 29.27 292.7K 1,641,905 D
2025-01-17 KATHWARI M FAROOQ Director / Officer / 10% Owner S-Sale D Common Stock 10,000 28.67 286.7K 1,651,905 D
2024-12-17 KATHWARI M FAROOQ Director / Officer / 10% Owner S-Sale D Common Stock 10,000 29.91 299.1K 1,661,905 D
2024-11-18 KATHWARI M FAROOQ Director / Officer / 10% Owner S-Sale D Common Stock 10,000 28.77 287.7K 1,671,905 D
2024-11-14 KATHWARI M FAROOQ Director / Officer / 10% Owner G-Gift D Common Stock 17,000 29.16 495.7K 1,681,905 D
2024-11-04 Plaisted Catherine A. Officer Common Stock 0 0.00 128 I
2024-11-04 Diefenbach Douglas H. Officer Common Stock 0 0.00 977 I
2024-10-17 KATHWARI M FAROOQ Director / Officer / 10% Owner S-Sale D Common Stock 10,000 30.87 308.7K 1,698,905 D
2024-09-17 KATHWARI M FAROOQ Director / Officer / 10% Owner S-Sale D Common Stock 10,000 31.74 317.4K 1,708,905
2024-08-30 KATHWARI M FAROOQ Director / Officer / 10% Owner M-Exempt A Common Stock 68,250 31.48 2.15M 1,780,569
2024-08-19 KATHWARI M FAROOQ Director / Officer / 10% Owner S-Sale D Common Stock 10,000 30.36 303.6K 1,712,319
2024-08-12 Thompson Rebecca L Officer F-InKind D Common Stock 67 29.71 2.0K 3,692
2024-08-12 McNulty Matthew J Officer F-InKind D Common Stock 184 29.71 5.5K 9,784
2024-08-12 Franks Amy Officer F-InKind D Common Stock 350 29.71 10.4K 11,500
2024-08-09 McNulty Matthew J Officer F-InKind D Common Stock 126 30.33 3.8K 9,968
2024-08-09 KATHWARI M FAROOQ Director / Officer / 10% Owner F-InKind D Common Stock 3,443 30.33 104.4K 1,722,319
2024-08-09 Franks Amy Officer F-InKind D Common Stock 197 30.33 6.0K 11,850
2024-08-08 McNulty Matthew J Officer F-InKind D Common Stock 235 30.19 7.1K 10,094
2024-08-08 KATHWARI M FAROOQ Director / Officer / 10% Owner F-InKind D Common Stock 2,347 30.19 70.9K 1,725,762
2024-08-08 Franks Amy Officer F-InKind D Common Stock 408 30.19 12.3K 12,047
2024-08-07 Tsai Cynthia Ekberg Director A-Award A Stock Option (right to buy) 3,330 30.03 100.0K 3,330
2024-08-07 Thompson Rebecca L Officer A-Award A Common Stock 2,912 0.00 3,759
2024-08-07 Stacom Tara I. Director A-Award A Stock Option (right to buy) 3,330 30.03 100.0K 3,330
2024-08-07 Sable David M. Director A-Award A Stock Option (right to buy) 3,330 30.03 100.0K 3,330
2024-08-07 McNulty Matthew J Officer A-Award A Common Stock 3,411 0.00 10,329
2024-08-07 KATHWARI M FAROOQ Director / Officer / 10% Owner A-Award A Common Stock 12,916 0.00 1,728,109
2024-08-07 Franks Amy Officer A-Award A Common Stock 4,160 0.00 12,455
2024-08-07 DOONER JOHN J JR Director A-Award A Stock Option (right to buy) 3,330 30.03 100.0K 3,330
2024-08-07 Casar Perez Maria Eugenia Director A-Award A Stock Option (right to buy) 3,330 30.03 100.0K 3,330
2024-07-17 KATHWARI M FAROOQ Director / Officer / 10% Owner S-Sale D Common Stock 175 31.05 5.4K 24,650
2024-06-17 KATHWARI M FAROOQ Director / Officer / 10% Owner S-Sale D Common Stock 175 27.50 4.8K 24,825
2024-02-08 KATHWARI M FAROOQ Director / Officer / 10% Owner G-Gift D Common Stock 50,000 30.40 1.52M 1,735,193
2023-10-05 Thompson Rebecca L Officer D Common Stock 0 0.00 500
2023-08-31 KATHWARI M FAROOQ Director / Officer / 10% Owner M-Exempt A Common Stock 81,250 31.38 2.55M 1,844,953
2023-08-23 KATHWARI M FAROOQ Director / Officer / 10% Owner G-Gift D Common Stock 33,000 31.45 1.04M 1,763,703
2023-08-17 KATHWARI M FAROOQ Director / Officer / 10% Owner G-Gift D Common Stock 1,000 31.47 31.5K 1,796,703
2023-08-10 McNulty Matthew J Officer F-InKind D Common Stock 183 34.05 6.2K 6,918
2023-08-10 Franks Amy Officer F-InKind D Common Stock 344 34.05 11.7K 8,295
2023-08-09 McNulty Matthew J Officer F-InKind D Common Stock 125 34.51 4.3K 7,101
2023-08-09 KATHWARI M FAROOQ Director / Officer / 10% Owner F-InKind D Common Stock 3,908 34.51 134.9K 1,797,703
2023-08-09 Franks Amy Officer F-InKind D Common Stock 193 34.51 6.7K 8,639
2023-08-08 Tsai Cynthia Ekberg Director A-Award A Stock Option (right to buy) 2,866 34.89 100.0K 2,866
2023-08-08 Stacom Tara I. Director A-Award A Stock Option (right to buy) 2,866 34.89 100.0K 2,866
2023-08-08 Sable David M. Director A-Award A Stock Option (right to buy) 2,866 34.89 100.0K 2,866
2023-08-08 McNulty Matthew J Officer A-Award A Common Stock 2,869 0.00 7,226
2023-08-08 KATHWARI M FAROOQ Director / Officer / 10% Owner A-Award A Common Stock 10,864 0.00 1,801,611
2023-08-08 Franks Amy Officer A-Award A Common Stock 3,499 0.00 8,832
2023-08-08 DOONER JOHN J JR Director A-Award A Stock Option (right to buy) 2,866 34.89 100.0K 2,866
2023-08-08 Casar Perez Maria Eugenia Director A-Award A Stock Option (right to buy) 2,866 34.89 100.0K 2,866
2023-03-21 KATHWARI M FAROOQ Director / Officer / 10% Owner G-Gift A Common Stock 40,000 27.62 1.10M 635,776
2023-03-13 Koster Eric D. Officer F-InKind D Common Stock 136 27.23 3.7K 1,507
2022-12-01 KATHWARI M FAROOQ Officer G-Gift A Common Stock 65,000 27.54 1.79M 595,776
2022-09-01 KATHWARI M FAROOQ Officer M-Exempt A Common Stock 31,635 23.53 744.4K 1,916,244
2022-08-12 KATHWARI M FAROOQ Officer F-InKind D Common Stock 8,099 27.04 219.0K 1,884,609
2022-08-10 Tsai Cynthia Ekberg Director A-Award A Stock Option (right to buy) 3,995 0.00 3,995
2022-08-09 Stacom Tara I. Director A-Award A Stock Option (right to buy) 3,995 0.00 3,995
2022-08-09 Sable David M. Director A-Award A Stock Option (right to buy) 3,995 25.03 100.0K 3,995
2022-08-09 McNulty Matthew J Officer F-InKind D Common Stock 183 25.98 4.8K 4,357
2022-08-09 Koster Eric D. Officer A-Award A Common Stock 821 0.00 1,643
2022-08-09 KATHWARI M FAROOQ Officer A-Award A Common Stock 15,939 0.00 1,892,708
2022-08-09 Franks Amy Officer F-InKind D Common Stock 351 25.98 9.1K 5,333
2022-08-09 Fothergill Ashley Officer F-InKind D Common Stock 95 25.98 2.5K 2,678
2022-08-09 DOONER JOHN J JR Director A-Award A Stock Option (right to buy) 3,995 25.03 100.0K 3,995
2022-08-09 Clark John Bernard Director A-Award A Stock Option (right to buy) 3,995 0.00 3,995
2022-08-09 Casar Perez Maria Eugenia Director A-Award A Stock Option (right to buy) 3,995 0.00 3,995
2022-03-15 Fothergill Ashley Officer D Common Stock 0 0.00 1,500
2022-03-11 Koster Eric D. Officer F-InKind D Common Stock 89 25.88 2.3K 822
2022-01-25 Casar Perez Maria Eugenia Director 0 0.00 0
2021-12-16 KATHWARI M FAROOQ Director / Officer / 10% Owner G-Gift D Common Stock 70,000 25.44 1.78M 1,951,769
2021-12-15 Franks Amy Officer D Common Stock 0 0.00 4,000
2021-11-30 Tsai Cynthia Ekberg Director 0 0.00 0
2021-11-30 Sable David M. Director 0 0.00 0
2021-11-30 Clark John Bernard Director 0 0.00 0
2021-11-02 KATHWARI M FAROOQ Director / Officer / 10% Owner G-Gift D Common Stock 75,000 24.35 1.83M 1,946,769
2021-11-01 Carlson James B. Director S-Sale D Common Stock 18,084 23.79 430.2K 0
2021-09-15 KATHWARI M FAROOQ Director / Officer / 10% Owner G-Gift D Common Stock 40,000 24.99 999.6K 2,021,769
2021-08-26 WHITELY COREY Officer M-Exempt A Common Stock 3,082 23.80 73.4K 22,972
2021-08-26 KATHWARI M FAROOQ Director / Officer / 10% Owner F-InKind D Common Stock 19,307 23.80 459.5K 2,061,769
2021-08-12 WHITELY COREY Officer F-InKind D Common Stock 1,154 26.60 30.7K 19,890
2021-08-12 KATHWARI M FAROOQ Director / Officer / 10% Owner F-InKind D Common Stock 8,099 26.60 215.4K 2,051,278
2021-08-12 Hutton Rodney A. Officer F-InKind D Common Stock 485 26.60 12.9K 3,515
2021-08-10 McNulty Matthew J Officer A-Award A Common Stock 3,000 0.00 3,000
2021-08-03 Stacom Tara I. Director A-Award A Stock Option (right to buy) 4,235 23.61 100.0K 4,235
2021-08-03 Schmotter James W. Director A-Award A Stock Option (right to buy) 4,235 23.61 100.0K 4,235
2021-08-03 Garrett Mary Director A-Award A Stock Option (right to buy) 4,235 23.61 100.0K 4,235
2021-08-03 Esposito Domenick J. Director A-Award A Stock Option (right to buy) 4,235 23.61 100.0K 4,235
2021-08-03 DOONER JOHN J JR Director A-Award A Stock Option (right to buy) 4,235 23.61 100.0K 4,235
2021-08-03 Carlson James B. Director A-Award A Stock Option (right to buy) 4,235 23.61 100.0K 4,235
2021-06-30 Koster Eric D. Officer 0 0.00 0
2021-05-07 Grow Daniel M. Officer S-Sale D Common Stock 2,500 31.70 79.3K 3,000
2021-05-05 WHITELY COREY Officer M-Exempt D Stock Option (right to buy) 12,000 25.24 302.9K 0
2021-02-09 Grow Daniel M. Officer S-Sale D Common Stock 1,214 25.30 30.7K 3,000
2020-12-23 Grow Daniel M. Officer S-Sale D Common Stock 1,500 20.02 30.0K 4,214
2020-12-16 KATHWARI M FAROOQ Director / Officer / 10% Owner G-Gift D Common Stock 30,000 18.91 567.3K 2,059,377
2020-11-03 KATHWARI M FAROOQ Director / Officer / 10% Owner M-Exempt A Common Stock 120,000 13.61 1.63M 2,089,377
2020-08-12 WHITELY COREY Officer A-Award A Common Stock 6,000 0.00 21,044
2020-08-12 Stacom Tara I. Director A-Award A Stock Options (right to buy) 6,168 12.97 80.0K 6,168
2020-08-12 Schmotter James W. Director A-Award A Stock Options (right to buy) 6,168 12.97 80.0K 6,168
2020-08-12 KATHWARI M FAROOQ Director / Officer / 10% Owner A-Award A Common Stock 25,000 0.00 1,969,377
2020-08-12 Hutton Rodney A. Officer A-Award A Common Stock 4,000 0.00 4,000
2020-08-12 Grow Daniel M. Officer A-Award A Common Stock 3,000 0.00 5,714
2020-08-12 Garrett Mary Director A-Award A Stock Options (right to buy) 6,168 12.97 80.0K 6,168
2020-08-12 Esposito Domenick J. Director A-Award A Stock Options (right to buy) 6,168 12.97 80.0K 6,168
2020-08-12 DOONER JOHN J JR Director A-Award A Stock Options (right to buy) 6,168 12.97 80.0K 6,168
2020-08-12 Carlson James B. Director A-Award A Stock Options (right to buy) 6,168 12.97 80.0K 6,168
2020-06-30 THORN CLIFFORD Officer 0 0.00 0
2020-05-14 KATHWARI M FAROOQ Director / Officer / 10% Owner P-Purchase A Common Stock 10,000 9.81 98.1K 1,944,377
2020-05-12 KATHWARI M FAROOQ Director / Officer / 10% Owner P-Purchase A Common Stock 30,000 9.80 293.9K 1,934,377
2020-03-11 Koster Eric D. Officer A-Award A Common Stock 1,000 0.00 1,000
2020-02-06 McNulty Matthew J Officer A-Award A Employee Stock Option (right to buy) 10,000 14.58 145.8K 10,000
2020-01-29 Hutton Rodney A. Officer D Common Stock 0 0.00 0
2019-12-20 KATHWARI M FAROOQ Director / Officer / 10% Owner G-Gift D Common Stock 50,000 18.59 929.5K 1,904,377
2019-09-16 Grow Daniel M. Officer M-Exempt A Common Stock 1,500 11.74 17.6K 4,214
2019-08-05 Stacom Tara I. Director A-Award A Stock Options (right to buy) 5,698 17.55 100.0K 5,698
2019-08-05 Schmotter James W. Director A-Award A Stock Options (right to buy) 5,698 17.55 100.0K 5,698
2019-08-05 Garrett Mary Director A-Award A Stock Options (right to buy) 5,698 17.55 100.0K 5,698
2019-08-05 Esposito Domenick J. Director A-Award A Stock Options (right to buy) 5,698 17.55 100.0K 5,698
2019-08-05 DOONER JOHN J JR Director A-Award A Stock Options (right to buy) 5,698 17.55 100.0K 5,698
2019-08-05 Carlson James B. Director A-Award A Stock Options (right to buy) 5,698 17.55 100.0K 5,698
2019-06-19 KATHWARI M FAROOQ Director / Officer / 10% Owner G-Gift D Common Stock 25,000 20.73 518.3K 1,954,377
2019-04-29 Grow Daniel M. Officer F-InKind D Common Stock 713 20.41 14.6K 2,714
2019-04-24 WHITELY COREY Officer M-Exempt A Common Stock 3,453 20.22 69.8K 16,027
2019-04-16 McNulty Matthew J Officer D Common Stock 0 0.00 0
2018-11-16 Carlson James B. Director P-Purchase A Common Stock 2,000 19.38 38.8K 18,084
2018-11-06 KATHWARI M FAROOQ Director / Officer / 10% Owner P-Purchase A Common Stock 10,000 19.50 195.0K 1,979,377
2018-09-21 KATHWARI M FAROOQ Director / Officer / 10% Owner M-Exempt A Common Stock 40,000 15.93 637.2K 2,007,259
2018-07-25 Stacom Tara I. Director A-Award A Stock Options (right to buy) 4,265 23.45 100.0K 4,265
2018-07-25 Schmotter James W. Director A-Award A Stock Options (right to buy) 4,265 23.45 100.0K 4,265
2018-07-25 Garrett Mary Director A-Award A Stock Options (right to buy) 4,265 23.45 100.0K 4,265
2018-07-25 Esposito Domenick J. Director A-Award A Stock Options (right to buy) 4,265 23.45 100.0K 4,265
2018-07-25 DOONER JOHN J JR Director A-Award A Stock Options (right to buy) 4,265 23.45 100.0K 4,265
2018-07-25 Carlson James B. Director A-Award A Stock Options (right to buy) 4,265 23.45 100.0K 4,265
2018-06-30 KATHWARI M FAROOQ Director / Officer / 10% Owner I Common Stock 0 0.00 15,364
2018-06-15 Diefenbach Douglas H. Officer Employee Stock Option (right to buy) 666 26.19 17.4K 0 D
2018-03-02 Esposito Domenick J. Director P-Purchase A Common Stock 840 23.90 20.1K 3,680
2018-02-08 WHITELY COREY Officer P-Purchase A Common Stock 1,700 24.65 41.9K 12,574
2018-02-08 KATHWARI M FAROOQ Director / Officer / 10% Owner P-Purchase A Common Stock 4,090 24.37 99.7K 1,983,493
2018-01-24 KATHWARI M FAROOQ Director / Officer / 10% Owner D-Return D Common Stock 16,234 0.00 1,963,169
2017-12-21 KATHWARI M FAROOQ Director / Officer / 10% Owner G-Gift D Common Stock 2,875 29.20 84.0K 303,776
2017-09-08 Bedford John S II Officer S-Sale D Common Stock 406 30.48 12.4K 0
2017-07-26 Stacom Tara I. Director M-Exempt A Stock Option (right to buy) 3,247 30.80 100.0K 6,126
2017-07-26 Schmotter James W. Director M-Exempt A Stock Options (right to buy) 3,247 30.80 100.0K 6,126
2017-07-26 KATHWARI M FAROOQ Director / Officer / 10% Owner A-Award A Common Stock 16,234 0.00 2,136,117
2017-07-26 Garrett Mary Director M-Exempt A Stock Options (right to buy) 3,247 30.80 100.0K 6,126
2017-07-26 Esposito Domenick J. Director M-Exempt A Stock Options 3,247 30.80 100.0K 6,126
2017-07-26 DOONER JOHN J JR Director M-Exempt A Stock Options (right to buy) 3,247 30.80 100.0K 6,126
2017-07-26 Carlson James B. Director M-Exempt A Stock Option (right to buy) 3,247 30.80 100.0K 5,568
2017-03-20 Esposito Domenick J. Director P-Purchase A Common Stock 840 31.00 26.0K 2,840
2017-03-19 Carlson James B. Director M-Exempt A Stock Options (right to buy) 1,160 28.73 33.3K 16,084
2017-03-03 BRADLEY DANIEL R Officer D Stock Options (right to buy) 10,000 24.64 246.4K 0
2016-12-16 Garrett Mary Director P-Purchase A Common Stock 200 36.96 7.4K 200
2016-11-30 KATHWARI M FAROOQ Director / Officer / 10% Owner G-Gift D Common Stock 40,000 0.00 2,060,672
2016-11-15 WHITELY COREY Officer M-Exempt D Stock Options (right to buy) 7,000 20.63 144.4K 0
2016-11-02 KATHWARI M FAROOQ Director / Officer / 10% Owner G-Gift D Common Stock 40,000 0.00 2,100,672
2016-09-21 Stacom Tara I. Director P-Purchase A Common Stock 3,000 33.31 99.9K 6,300
2016-09-15 KATHWARI M FAROOQ Director / Officer / 10% Owner G-Gift D Common Stock 2,599 32.07 83.3K 277,682
2016-08-11 CLARK CLINTON A Director M-Exempt D Stock Options (right to buy) 1,160 28.73 33.3K 2,321
2016-08-08 THORN CLIFFORD D Common Stock 0 0.00 1,109
2016-08-01 Carlson James B. Director M-Exempt D Stock Options (right to buy) 1,462 22.80 33.3K 1,462
2016-07-29 Stacom Tara I. Director A-Award A Options to Purchase Common Stock 2,879 34.73 100.0K 2,879
2016-07-29 Schmotter James W. Director A-Award A Options to Purchase Common Stock 2,879 34.73 100.0K 2,879
2016-07-29 Garrett Mary Director A-Award A Options to Purchase Common Stock 2,879 34.73 100.0K 2,879
2016-07-29 Esposito Domenick J. Director A-Award A Options to Purchase Common Stock 2,879 34.73 100.0K 2,879
2016-07-29 DOONER JOHN J JR Director A-Award A Options to Purchase Common Stock 2,879 34.73 100.0K 2,879
2016-07-29 Carlson James B. Director A-Award A Options to Purchase Common Stock 2,879 34.73 100.0K 2,879
2016-07-29 CLARK CLINTON A Director A-Award A Options to Purchase Common Stock 2,879 34.73 100.0K 2,879
2016-07-21 Esposito Domenick J. Director D Options to Purchase Common Stock 3,481 28.73 100.0K 0
2016-06-30 WHITELY COREY Officer I Common Stock 0 0.00 1,561

Executive team

Top executives
EBIT / Employee
21.0K
Shares Outstanding
25.45M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 M. Farooq Kathwari Chairman of the Board, President and Chief Executive Officer 1.15M 1.52M 414.0K 127.4K 3.21M 47.30%
2 2024 Amy Franks Executive Vice President, Retail Division 492.4K 250.0K 54.0K 2.6K 798.9K 31.29%
3 2024 Matthew J. McNulty Senior Vice President, Chief Financial Officer and Treasurer 407.0K 184.5K 36.9K 2.6K 631.0K 29.24%
4 2024 Rebecca L. Thompson Senior Vice President, Merchandising and Product Development 336.8K 35.0K 2.6K 374.4K 0.00%
5 2023 M. Farooq Kathwari Chairman of the Board, President and Chief Executive Officer 1.15M 1.52M 1.44M 104.0K 4.21M 36.06%
6 2023 Amy Franks Executive Vice President, Retail Network and Business Development 410.1K 106.6K 164.0K 2.4K 683.1K 15.61%
7 2023 Amy Franks Executive Vice President, Retail Division 410.1K 106.6K 164.0K 2.4K 683.1K 15.61%
8 2023 Matthew J. McNulty Senior Vice President, Chief Financial Officer and Treasurer 375.0K 86.3K 93.7K 2.4K 557.4K 15.48%
9 2023 Ashley Fothergill Former Senior Vice President, Merchandising 182.6K 71.3K 102.4K 356.3K 20.01%
10 2023 Eric D. Koster Former Vice President, General Counsel and Secretary 263.9K 32.0K 2.4K 298.3K 10.73%
11 2022 M. Farooq Kathwari Chairman of the Board, President and Chief Executive Officer 1.15M 1.12M 1.70M 110.5K 4.08M 27.36%
12 2022 M. Farooq Kathwari Chairman of the Board, President and Principal Executive Officer 1.15M 1.12M 1.70M 110.5K 4.08M 27.36%
13 2022 Amy Franks Executive Vice President, Retail Network and Business Development 355.2K 130.0K 75.2K 2.3K 562.7K 13.37%
14 2022 Amy Franks Executive Vice President, Retail Division 355.2K 130.0K 75.2K 2.3K 562.7K 13.37%
15 2022 Amy Franks Executive Vice President, Retail Network & Business Development 355.2K 130.0K 75.2K 2.3K 562.7K 13.37%
16 2022 Matthew J. McNulty Senior Vice President, Chief Financial Officer and Treasurer 340.7K 80.0K 56.4K 2.2K 479.3K 11.77%
17 2022 Matthew J. McNulty Senior Vice President, Treasurer & Principal Financial Officer 340.7K 80.0K 56.4K 2.2K 479.3K 11.77%
18 2022 Corey Whitely Former Executive Vice President, Administration and Chief Financial Officer 274.0K 125.0K 2.3K 401.3K 31.15%
19 2022 Eric D. Koster Former Vice President, General Counsel and Secretary 320.0K 60.0K 2.3K 382.3K 0.00%
20 2022 Eric D. Koster Vice President, General Counsel & Secretary 320.0K 60.0K 2.3K 382.3K 0.00%
21 2022 Ashley Fothergill Former Senior Vice President, Merchandising 243.2K 75.0K 32.5K 2.1K 352.8K 9.21%
22 2022 Ashley Fothergill Senior Vice President, Merchandising 243.2K 75.0K 32.5K 2.1K 352.8K 9.21%
23 2021 M. Farooq Kathwari Chairman of the Board, President and Principal Executive Officer 1.15M 809.3K 1.70M 121.5K 3.78M 21.41%
24 2021 M. Farooq Kathwari Chairman of the Board, President and Chief Executive Officer 1.15M 809.3K 1.70M 121.5K 3.78M 21.41%
25 2021 Corey Whitely Executive Vice President, Administration, Principal Financial Officer 500.0K 182.5K 166.3K 2.7K 851.4K 21.43%
26 2021 Corey Whitely Former Executive Vice President, Administration and Chief Financial Officer 500.0K 182.5K 166.3K 2.7K 851.4K 21.43%
27 2021 Rodney A. Hutton Chief Marketing Officer 375.0K 113.3K 99.8K 2.5K 590.6K 19.19%
28 2021 Clifford Thorn Former Vice President Upholstery Manufacturing 265.8K 302.7K 568.4K 0.00%
29 2021 Daniel M. Grow Senior Vice President Business Development 350.0K 81.2K 20.0K 2.7K 453.9K 17.90%
30 2021 Eric D. Koster Vice President, General Counsel & Secretary 320.0K 50.0K 2.7K 372.7K 0.00%
31 2021 Eric D. Koster Former Vice President, General Counsel and Secretary 320.0K 50.0K 2.7K 372.7K 0.00%
32 2020 M. Farooq Kathwari Chairman of the Board, President and Principal Executive Officer 862.5K 826.7K 126.9K 1.82M 45.52%
33 2020 Corey Whitely Former Executive Vice President, Administration and Chief Financial Officer 450.0K 125.0K 2.3K 577.3K 21.65%
34 2020 Corey Whitely Executive Vice President, Administration, Principal Financial Officer 450.0K 125.0K 2.3K 577.3K 21.65%
35 2020 Daniel M. Grow Senior Vice President Business Development 323.8K 59.5K 2.3K 385.6K 15.43%
36 2020 Eric D. Koster Vice President, General Counsel & Secretary 296.0K 9.2K 2.3K 307.5K 2.98%
37 2020 Rodney A. Hutton Chief Marketing Officer 249.4K 249.4K 0.00%
38 2019 M. Farooq Kathwari Chairman of the Board, President and Principal Executive Officer 1.15M 1.19M 314.9K 121.7K 2.77M 42.78%
39 2019 Corey Whitely Executive Vice President, Administration, Principal Financial Officer 500.0K 122.7K 50.6K 2.2K 675.5K 18.16%
40 2019 Daniel M. Grow Senior Vice President Business Development 350.0K 89.3K 36.9K 2.2K 478.4K 18.67%
41 2019 Daniel M. Grow Senior Vice President, Business Development 350.0K 89.3K 36.9K 2.2K 478.4K 18.67%
42 2019 Eric D. Koster Vice President, General Counsel & Secretary 317.7K 25.0K 2.2K 344.9K 0.00%
43 2019 Clifford Thorn Vice President, Upholstery Manufacturing 310.0K 25.0K 2.2K 337.2K 0.00%
44 2018 M. Farooq Kathwari Chairman of the Board, President and Principal Executive Officer 1.15M 1.65M 126.6K 2.93M 56.41%
45 2018 M. Farooq Kathwari, Chairman of the Board, President and Principal Executive Officer 1.15M 1.65M 126.6K 2.93M 56.41%
46 2018 Corey Whitely, Executive Vice President, Administration, Principal Financial Officer 500.0K 2.2K 502.2K 0.00%
47 2018 Corey Whitely Executive Vice President, Administration, Principal Financial Officer 500.0K 2.2K 502.2K 0.00%
48 2018 Daniel M. Grow Senior Vice President, Business Development 350.0K 2.2K 352.2K 0.00%
49 2018 Daniel M. Grow Senior Vice President Business Development 350.0K 2.2K 352.2K 0.00%
50 2018 Tracy Paccione, Vice President, Merchandising 340.0K 2.2K 342.2K 0.00%
51 2018 Kathy Bliss Vice President, Retail Division 309.0K 2.2K 311.2K 0.00%
52 2017 M. Farooq Kathwari Chairman of the Board, President and Principal Executive Officer 1.15M 1.94M 53.9K 3.15M 61.77%
53 2017 M. Farooq Kathwari, Chairman of the Board, President and Principal Executive Officer 1.15M 1.94M 53.9K 3.15M 61.77%
54 2017 Corey Whitely Executive Vice President, Administration, Principal Financial Officer 483.0K 100.0K 89.0K 2.1K 674.1K 13.20%
55 2017 Corey Whitely, Executive Vice President, Administration, Principal Financial Officer 483.0K 100.0K 89.0K 2.1K 674.1K 13.20%
56 2017 Tracy Paccione, Vice President, Merchandising 329.8K 55.0K 49.4K 2.1K 436.3K 11.33%
57 2017 Daniel M. Grow Senior Vice President, Business Development 316.0K 55.0K 49.4K 2.1K 422.5K 11.70%
58 2017 Clifford Thorn Vice President, Uphostery Manufacturing 275.0K 40.0K 24.7K 2.1K 341.8K 7.23%
59 2016 M. Farooq Kathwari, Chairman of the Board, President and Principal Executive Officer 1.15M 1.56M 1.70M 53.9K 4.46M 34.91%
60 2016 Corey Whitely, Executive Vice President, Administration, Principal Financial Officer 472.9K 30.0K 92.2K 153.0K 2.1K 750.2K 12.29%
61 2016 Tracy Paccione, Vice President, Merchandising 322.9K 73.7K 104.7K 2.1K 503.4K 14.63%
62 2016 Daniel M. Grow Senior Vice President, Business Development 291.7K 73.7K 93.4K 2.1K 460.8K 15.98%
63 2016 Clifford Thorn Vice President, Uphostery Manufacturing 276.7K 53.8K 88.6K 2.1K 421.2K 12.78%
64 2015 M. Farooq Kathwari, Chairman of the Board, President and Principal Executive Officer 1.15M 1.80M 58.7K 3.01M 0.00%
65 2015 Corey Whitely, Executive Vice President, Administration, Principal Financial Officer 426.9K 150.0K 114.2K 2.0K 693.1K 16.48%
66 2015 Tracy Paccione, Vice President, Merchandising 300.0K 85.0K 114.2K 2.0K 501.2K 22.78%
67 2015 Daniel M. Grow Senior Vice President, Business Development 263.3K 70.0K 68.5K 2.0K 403.8K 16.97%
68 2014 M. Farooq Kathwari, Chairman of the Board, President and 1.15M 1.80M 159.9K 3.11M 0.00%
69 2014 M. Farooq Kathwari, Chairman of the Board, President and Principal Executive Officer 1.15M 1.80M 58.6K 3.01M 0.00%
70 2014 Corey Whitely, Executive Vice President, Administration, Principal Financial Officer 386.5K 100.5K 132.1K 49.5K 1.9K 670.6K 19.70%
71 2014 David Moore Vice President, Chief Brand Officer 237.3K 104.3K 110.1K 30.7K 76.00 482.4K 22.81%
72 2014 Tracy Paccione, Vice President, Merchandising 286.5K 48.7K 55.0K 36.3K 1.9K 428.5K 12.84%
73 2014 Tracy Paccione, Vice President, Accents Merchandising 286.5K 48.7K 55.0K 36.3K 1.9K 428.5K 12.84%
74 2014 Eric D. Koster Vice President. General Counsel & Secretary 250.0K 52.0K 55.0K 33.0K 1.6K 391.7K 14.05%
75 2014 David R. Callen, Officer (through March 31, 2014) 223.0K 55.0K 1.9K 279.9K 19.66%
76 2013 M. Farooq Kathwari, Chairman of the Board, President and 1.15M 1.73M 258.3K 3.14M 0.00%
77 2013 Corey Whitely, Executive Vice President, Administration, Principal Financial Officer 371.6K 125.0K 63.3K 1.3K 561.3K 11.29%
78 2013 Corey Whitely, Executive Vice President, Operations 371.6K 125.0K 63.3K 1.3K 561.3K 11.29%
79 2013 Pamela A. Banks, Vice President, General Counsel and Corporate Secretary 212.6K 9.1K 144.9K 366.5K 2.47%
80 2013 Tracy Paccione, Vice President, Accents Merchandising 271.6K 65.0K 27.2K 1.3K 365.1K 7.44%
81 2013 Tracy Paccione, Vice President, Merchandising 271.6K 65.0K 27.2K 1.3K 365.1K 7.44%
82 2013 David R. Callen, Officer 253.7K 65.0K 13.6K 1.3K 333.5K 4.07%
83 2013 David R. Callen, Officer (through March 31, 2014) 253.7K 65.0K 13.6K 1.3K 333.5K 4.07%
84 2013 Daniel M. Grow, Vice President, Business Development 208.7K 62.0K 28.8K 1.3K 300.7K 9.56%
85 2012 M. Farooq Kathwari, Chairman of the Board, President and Principal Executive Officer 1.15M 1.81M 2.00M 1.71M 150.1K 6.82M 54.39%
86 2012 M. Farooq Kathwari, Chairman of the Board, President and 1.15M 2.00M 1.71M 1.81M 150.1K 6.82M 54.39%
87 2012 Corey Whitely, Executive Vice President, Administration, Principal Financial Officer 344.2K 100.0K 50.2K 1.2K 495.6K 10.13%
88 2012 Corey Whitely, Executive Vice President, Operations 344.2K 100.0K 50.2K 1.2K 495.6K 10.13%
89 2012 Lynda W. Stout, Vice President, Retail Division 247.7K 70.0K 20.9K 1.2K 339.8K 6.15%
90 2012 Tracy Paccione, Vice President, Accents Merchandising 246.0K 65.0K 25.1K 1.2K 337.3K 7.44%
91 2012 Tracy Paccione, Vice President, Merchandising 246.0K 65.0K 25.1K 1.2K 337.3K 7.44%
92 2012 David R. Callen, Officer (through March 31, 2014) 243.3K 50.0K 16.7K 1.2K 311.2K 5.38%
93 2012 David R. Callen, Principal Financial Officer 243.3K 50.0K 16.7K 1.2K 311.2K 5.38%
94 2012 David R. Callen, Officer 243.3K 50.0K 16.7K 1.2K 311.2K 5.38%
95 2011 M. Farooq Kathwari, Chairman of the Board, President and 1.14M 600.0K 152.1K 77.1K 1.97M 7.73%
96 2011 M. Farooq Kathwari, Chairman of the Board, President and Principal Executive Officer 1.14M 600.0K 152.1K 77.1K 1.97M 7.73%
97 2011 Corey Whitely, Executive Vice President, Operations 298.3K 70.0K 1.0K 369.3K 0.00%
98 2011 Lynda W. Stout, Vice President, Retail Division 228.7K 40.0K 1.0K 269.7K 0.00%
99 2011 David R. Callen, Principal Financial Officer 228.1K 35.0K 1.0K 264.1K 0.00%
100 2011 David R. Callen, Officer 228.1K 35.0K 1.0K 264.1K 0.00%
101 2011 Tracy Paccione, Vice President, Merchandising 211.6K 50.0K 261.6K 0.00%
102 2010 M. Farooq Kathwari, Chairman of the Board, President and Principal Executive Officer 1.05M 150.0K 374.5K 630.8K 83.3K 2.29M 43.92%
103 2010 Corey Whitely, Executive Vice President, Operations 285.0K 45.0K 72.3K 44.8K 750.00 447.8K 26.14%
104 2010 Nora Murphy, Executive Vice President, Style 285.0K 20.0K 28.9K 31.4K 750.00 366.0K 16.46%
105 2010 Lynda W. Stout, Vice President, Retail Division 218.5K 25.0K 36.1K 22.4K 27.7K 329.8K 17.75%
106 2010 David R. Callen, Principal Financial Officer 213.8K 25.0K 21.7K 11.2K 750.00 272.4K 12.07%
107 2010 David R. Callen, Officer 213.8K 25.0K 21.7K 11.2K 750.00 272.4K 12.07%
108 2010 Tracy Paccione, Vice President, Merchandising 185.2K 30.0K 28.9K 22.4K 750.00 267.3K 19.20%
109 2009 M. Farooq Kathwari, Chairman of the Board, President and Principal Executive Officer 1.12M 772.7K 887.9K 213.8K 2.99M 55.48%
110 2009 Nora Murphy, Executive Vice President, Style 295.4K 8.6K 500.00 304.5K 2.83%
111 2009 Corey Whitely, Executive Vice President, Operations 295.4K 8.6K 500.00 304.5K 2.83%
112 2009 Lynda W. Stout, Vice President, Retail Division 226.5K 7.2K 21.3K 254.9K 2.81%
113 2009 David R. Callen, Officer 221.5K 4.3K 500.00 226.3K 1.90%
114 2009 Tracy Paccione, Vice President, Merchandising 188.5K 5.7K 500.00 194.8K 2.95%
115 2008 M. Farooq Kathwari, Chairman of the Board, President and Principal Executive Officer 1.13M 776.6K 776.6K 165.1K 4.02M 38.62%
116 2008 Corey Whitely, Executive Vice President, Operations 281.5K 70.0K 11.7K 1.3K 364.6K 3.21%
117 2008 Nora Murphy, Executive Vice President, Style 278.4K 65.0K 11.7K 1.3K 356.4K 3.29%
118 2008 Lynda W. Stout, Vice President, Retail Division 192.7K 55.0K 8.8K 1.3K 257.8K 3.41%
119 2008 David R. Callen, Officer 147.1K 30.0K 7.0K 184.1K 3.82%
120 2008 David R. Callen, Principal Financial Officer 147.1K 30.0K 177.1K 0.00%
121 2008 Jeffrey Hoyt, Former Principal Financial Officer 72.4K 13.6K 86.0K 15.82%
122 2007 M. Farooq Kathwari, Chairman of the Board, President and Principal Executive Officer 1.10M 168.0K 161.7K 1.43M 0.00%
123 2007 Edward Teplitz, Vice President, Retail Division 250.0K 115.0K 41.2K 1.3K 407.5K 10.10%
124 2007 Corey Whitely, Vice President, Operations 225.0K 90.0K 18.2K 1.3K 334.5K 5.43%
125 2007 Corey Whitely, Executive Vice President, Operations 225.0K 90.0K 18.2K 1.3K 334.5K 5.43%
126 2007 Nora Murphy, Executive Vice President, Style 195.0K 85.0K 23.3K 1.3K 304.6K 7.65%
127 2007 Nora Murphy, Vice President, Style 195.0K 85.0K 23.3K 1.3K 304.6K 7.65%
128 2007 Jeffrey Hoyt, Former Principal Financial Officer 175.0K 55.0K 15.7K 1.3K 247.0K 6.36%
129 2007 Jeffrey Hoyt, Principal Financial Officer 175.0K 55.0K 15.7K 1.3K 247.0K 6.36%
130 2006 M. Farooq Kathwari Chairman of the Board, President and Chief Executive Officer 935.0K 864.0K 88.2K 1.89M 0.00%
131 2006 Edward Teplitz Vice President, Retail Division 235.0K 150.0K 1.0K 1.3K 387.3K 0.26%
132 2006 Corey Whitely Vice President, Operations 200.0K 115.0K 1.0K 1.3K 317.3K 0.32%
133 2006 Nora Murphy Vice President, Style 185.0K 85.0K 1.0K 1.3K 272.3K 0.37%
134 2006 Craig W. Stout Vice President, Case Goods Merchandising 190.0K 70.0K 1.0K 1.3K 262.3K 0.38%
135 2005 M. Farooq Kathwari Chairman of the Board, President and Chief Executive Officer 914.0K 663.0K 373.0K 200.0K 70.3K 2.22M 25.81%
136 2005 Edward Teplitz Vice President and General Manager, Retail Division 231.2K 135.0K 2.5K 1.0K 369.7K 0.68%
137 2005 Edward Teplitz Vice President, Retail Division 231.2K 135.0K 2.5K 1.0K 369.7K 0.68%
138 2005 Corey Whitely Vice President, Operations 176.3K 100.0K 2.5K 1.0K 279.8K 0.89%
139 2005 Nora Murphy Vice President, Style 174.0K 80.0K 2.5K 1.0K 257.5K 0.97%
140 2005 Craig W. Stout Vice President, Case Goods Merchandising 190.0K 60.0K 2.0K 1.0K 253.0K 0.79%
141 2005 Craig W. Stout Vice President, Design and Product Development 190.0K 60.0K 2.0K 1.0K 253.0K 0.79%
142 2004 M. Farooq Kathwari Chairman of the Board, President and Chief Executive Officer 873.8K 1.07M 366.6K 400.0K 429.4K 3.14M 24.39%
143 2004 Edward Teplitz Vice President, Retail Division 225.0K 135.0K 4.0K 1.0K 365.0K 1.10%
144 2004 Edward Teplitz Vice President and General Manager, Retail Division 225.0K 135.0K 4.0K 1.0K 365.0K 1.10%
145 2004 Craig W. Stout Vice President, Design and Product Development 186.3K 55.0K 1.5K 1.0K 243.8K 0.62%
146 2004 Craig W. Stout Vice President, Case Goods Merchandising 186.3K 55.0K 1.5K 1.0K 243.8K 0.62%
147 2004 Nora Murphy Vice President, Style 163.0K 70.0K 2.0K 1.0K 236.0K 0.85%
148 2004 Donald Garrett Vice President and General Manager, Case Goods Division 166.3K 60.0K 1.5K 1.0K 228.8K 0.66%
149 2004 Corey Whitely Vice President, Operations 166.8K 50.0K 1.5K 1.0K 219.3K 0.68%
150 2003 M. Farooq Kathwari Chairman of the Board, President and Chief Executive Officer 850.0K 1.10M 367.8K 600.0K 32.5K 2.95M 32.80%
151 2003 M. Farooq Kathwari Chairman of the Board of Directors, President and Chief Executive Officer 850.0K 1.10M 10.5K 600.0K 32.5K 2.59M 23.54%
152 2003 Edward Teplitz General Manager and Vice President, Retail Division 197.1K 125.0K 7.0K 1.0K 330.1K 2.12%
153 2003 Edward Teplitz Vice President and General Manager, Retail Division 197.1K 125.0K 7.0K 1.0K 330.1K 2.12%
154 2003 Craig W. Stout Vice President, Design and Product Development 185.0K 80.0K 1.5K 1.0K 267.5K 0.56%
155 2003 Sandra Lamenza Vice President Marketing, Retail Division 204.2K 35.0K 7.0K 1.0K 247.2K 2.83%
156 2003 Nora Murphy Vice President, Style 157.3K 60.0K 3.5K 220.8K 1.59%
157 2003 Corey Whitely Vice President, Operations 165.0K 45.0K 1.5K 1.0K 212.5K 0.71%
158 2003 Donald Garrett Vice President and General Manager, Case Goods Division 137.3K 52.0K 2.0K 1.0K 192.3K 1.04%
159 2002 M. Farooq Kathwari Chairman of the Board of Directors, President and Chief Executive Officer 770.6K 1.58M 19.9K 2.37M 0.00%
160 2002 M. Farooq Kathwari Chairman of the Board, President and Chief Executive Officer 770.6K 1.58M 19.9K 2.37M 0.00%
161 2002 Sandra Lamenza Vice President Marketing, Retail Division 190.8K 105.0K 3.0K 1.0K 299.8K 1.00%
162 2002 Craig W. Stout Vice President, Design and Product Development 185.0K 85.0K 1.5K 1.0K 272.5K 0.55%
163 2002 Edward Teplitz General Manager and Vice President, Retail Division 144.7K 100.0K 7.0K 251.7K 2.78%
164 2002 Edward Teplitz Vice President and General Manager, Retail Division 144.7K 100.0K 7.0K 251.7K 2.78%
165 2002 Nora Murphy Vice President, Style 112.5K 60.0K 3.5K 176.0K 1.99%
166 2002 Donald Garrett Vice President and General Manager, Case Goods Division 106.3K 55.0K 3.0K 1.0K 165.3K 1.81%
167 2001 M. Farooq Kathwari Chairman of the Board of Directors, President and Chief Executive Officer 747.8K 1.64M 12.0K 404.4K 2.81M 0.43%
168 2001 Craig W. Stout Vice President, Design and Product Development 180.7K 70.0K 1.0K 251.7K 0.00%
169 2001 Sandra Lamenza Vice President Marketing, Retail Division 180.7K 70.0K 1.0K 251.7K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-09-26 DEFA14A
2025-09-26 DEF 14A
2024-09-27 DEFA14A
2024-09-27 DEF 14A
2023-09-29 DEFA14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-15 SD
2026-04-29 8-K
2026-04-29 10-Q
2026-03-26 SC 13G/A
2026-03-19 3
2026-02-09 10-Q
2026-01-28 8-K
2026-01-23 4
2025-12-17 4
2025-12-12 4

Executive team

NameTitleCompensationGender
Farooq Kathwari Chairman of the Board, President & Chief Executive Officer 2M male
Amy Phillips Executive Vice President of Retail Division 638.0K female
Matthew J. McNulty Chief Financial Officer, Senior Vice President & Treasurer 505.1K male
Douglas H. Diefenbach Senior Vice President of Business Development 341.6K male
Catherine A. Plaisted Senior Vice President of Marketing 311.1K female
Ginger Triscele Corporate Secretary
ESG Rating
B
FURNISHINGS, FIXTURES & APPLIANCES
2013
E (Environmental)
37.6 / 58.4
Company / Sector avg.
S (Social)
49.2 / 66.2
Company / Sector avg.
G (Governance)
50.5 / 62.9
Company / Sector avg.
ESG Total
45.8 / 62.5
Company / Sector avg.
ESG Score History FURNISHINGS, FIXTURES & APPLIANCES
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