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Fossil Group, Inc. (FOSL)

USD3.99 -0.04 (-0.99%)
US NASDAQ S&P 500 NASDAQ 100 Consumer Cyclical Luxury Goods
Address 901 South Central Expressway 75080
Richardson, TX, US
CEO Franco Fogliato
IPO 1993-04-08
CIK 883569 ISIN US34988V1061

Explore sections of this company profile

Also trades on NASDAQ Global Select · FOSL (USD) NASDAQ Global Select · FOSLL (USD)
Description

Fossil Group, Inc., along with its subsidiaries, specializes in the global design, development, marketing, and distribution of consumer fashion accessories. Its extensive product range encompasses classic timepieces, cutting-edge smartwatches, various jewelry items, designer handbags, compact leather goods, fashionable belts, and sunglasses. Beyond its own collections, the company also manufactures and distributes private label brands, and it engages in acquiring and reselling branded merchandise within non-FOSSIL branded retail environments. Fossil Group offers products under its own proprietary brand names, which include FOSSIL, SKAGEN, MICHELE, RELIC, and ZODIAC. Additionally, it holds licenses for prominent brands such as ARMANI EXCHANGE, DIESEL, DKNY, EMPORIO ARMANI, KATE SPADE NEW YORK, MICHAEL KORS, PUMA, TORY BURCH, Skechers, and BMW. The company employs a diverse sales and distribution network, selling its products through its own chain of retail and outlet stores, major department stores, specialty retail establishments, dedicated watch and jewelry boutiques, mass market retailers, e-commerce platforms, and both licensed and franchised FOSSIL retail locations, as well as via retail concessions. Its reach further extends to sales channels on airlines and cruise ships. As of January 2, 2022, Fossil Group operated a total of 370 stores worldwide. Founded in 1984, the company was initially known as Fossil, Inc., before officially changing its name to Fossil Group, Inc., in May 2013. Its corporate headquarters are situated in Richardson, Texas.

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.

Index membership

IndexAddedRemovedStatus
S&P 500 2012-04-03 Active
NASDAQ 100 2011-12-19 Active
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
USD3.99 -0.04 (-0.99%)
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Volume Profile
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Liquidity & share structure
Average Volume
873.7K
Beta
1.63
Float Shares
45.76M
Free Float %
77.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-11.24% -11.63% -23.15% +3.40% +71.00% +5.05% +201.53% +50.76% -60.66% -86.02% +142.39%
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 (36 ratings, all time) Hold
Price Targets & DCF
Current price
3.99
Low 7.00 +75.4%
Consensus 7.00 +75.4%
Median 7.00 +75.4%
High 7.00 +75.4%
Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 1 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
7.00
+75.4%
Last Year 1
7.00
+75.4%
All Time 1
7.00
+75.4%
Quality scores
Altman Z-Score
1.69
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Luxury Goods: +16.7%
    -12.3% Q2'26: -3.6% (vs Q2'25)
  • EPS growth Luxury Goods: +44.9%
    +25.3% Q2'26: +97.0% (vs Q2'25)
  • FCF margin FCF growth · Luxury Goods: +47.0%
    -6.5% Q2'26: +6.3% (vs Q2'25)
  • EBIT margin Luxury Goods: +9.4%
    +2.3% Q2'26: +0.0% (vs Q2'25)
  • ROIC Luxury Goods: +9.9%
    +8.4% Q2'26: +0.0% (vs Q2'25)
  • Share dilution Luxury Goods: +0.0%
    +2.2% Q2'26: +9.7% (vs Q2'25)
  • Debt / EBITDA Net debt/EBITDA · Luxury Goods: 0.25×
    7.84× Q2'26: 6.24× (vs Q2'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.65) × ERP
WACC = 43% × Ke + 57% × Kd (7.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 3.99
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 Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Jan 2025
actual
Jan 2026
1 Rev. Ana.
1 EPS Ana.
Jan 2027
1 Rev. Ana.
1 EPS Ana.
Jan 2028
1 Rev. Ana.
1 EPS Ana.
Jan 2029
1 Rev. Ana.
1 EPS Ana.
Jan 2030
1 Rev. Ana.
1 EPS Ana.
Jan 2031
1 Rev. Ana.
1 EPS Ana.
Jan 2032
1 Rev. Ana.
1 EPS Ana.
Jan 2033
1 Rev. Ana.
1 EPS Ana.
Jan 2034
1 Rev. Ana.
1 EPS Ana.
Revenue
3.51B
est: 3.53B (-0.5%)
3.23B
est: 3.16B (+2.1%)
3.04B
est: 3.06B (-0.6%)
2.79B
est: 2.76B (+1.1%)
2.54B
est: 2.56B (-0.7%)
2.22B
est: 2.23B (-0.6%)
1.61B
est: 1.51B (+7.1%)
1.87B
est: 1.58B (+18.0%)
1.68B
est: 1.56B (+7.8%)
1.41B
est: 973.20M (+45.1%)
1.56B
est.
973.15M
970.07M – 976.23M
-37.6% YoY
948.55M
945.55M – 951.55M
-2.5% YoY
964.32M
961.27M – 967.37M
+1.7% YoY
1.51B
1.50B – 1.51B
+56.2% YoY
1.58B
1.58B – 1.59B
+5.2% YoY
1.56B
1.56B – 1.57B
-1.6% YoY
973.15M
970.07M – 976.23M
-37.6% YoY
948.55M
945.55M – 951.55M
-2.5% YoY
964.32M
961.27M – 967.37M
+1.7% YoY
EBITDA
669.91M
est: 662.52M (+1.1%)
419.34M
est: 337.19M (+24.4%)
235.79M
est: 214.43M (+10.0%)
-329.57M
est: -346.43M (+4.9%)
130.26M
est: 206.04M (-36.8%)
53.39M
est: 76.99M (-30.6%)
-97.01M
est: -145.84M (+33.5%)
107.74M
est: -136.36M (+179.0%)
20.44M
est: -127.50M (+116.0%)
-72.95M
est: -119.21M (+38.8%)
-5.80M
est.
-3.62M
-3.63M – -3.61M
+37.6% YoY
-3.53M
-3.54M – -3.52M
+2.5% YoY
-3.59M
-3.60M – -3.57M
-1.7% YoY
-5.60M
-5.62M – -5.58M
-56.2% YoY
-5.89M
-5.91M – -5.88M
-5.2% YoY
-5.80M
-5.82M – -5.78M
+1.6% YoY
-3.62M
-3.63M – -3.61M
+37.6% YoY
-3.53M
-3.54M – -3.52M
+2.5% YoY
-3.59M
-3.60M – -3.57M
-1.7% YoY
EBIT
573.98M
est: 569.08M (+0.9%)
331.68M
est: 240.85M (+37.7%)
141.20M
est: 121.21M (+16.5%)
-410.54M
est: -415.40M (+1.2%)
62.67M
est: 100.01M (-37.3%)
-1.40M
est: -56.76M (+97.5%)
-140.15M
est: -230.48M (+39.2%)
78.14M
est: -215.50M (+136.3%)
-2.89M
est: -201.49M (+98.6%)
-92.05M
est: -188.40M (+51.1%)
-27.69M
est.
-17.27M
-17.32M – -17.22M
+37.6% YoY
-16.83M
-16.89M – -16.78M
+2.5% YoY
-17.11M
-17.17M – -17.06M
-1.7% YoY
-26.72M
-26.81M – -26.64M
-56.2% YoY
-28.13M
-28.21M – -28.04M
-5.2% YoY
-27.69M
-27.77M – -27.60M
+1.6% YoY
-17.27M
-17.32M – -17.22M
+37.6% YoY
-16.83M
-16.89M – -16.78M
+2.5% YoY
-17.11M
-17.17M – -17.06M
-1.7% YoY
Net Income
376.71M
est: 378.46M (-0.5%)
220.64M
est: 182.36M (+21.0%)
78.87M
est: 77.64M (+1.6%)
-478.17M
est: -401.78M (-19.0%)
-3.48M
est: -12.16M (+71.4%)
-52.37M
est: -123.42M (+57.6%)
-96.10M
est: -218.08M (+55.9%)
25.43M
est: -203.90M (+112.5%)
-44.16M
est: -190.65M (+76.8%)
-157.09M
est: -178.26M (+11.9%)
-68.71M
est.
-215.05M
-215.93M – -214.16M
-213.0% YoY
-25.97M
-26.07M – -25.86M
+87.9% YoY
5.14M
5.12M – 5.16M
+119.8% YoY
-123.35M
-123.85M – -122.84M
-2,500.0% YoY
-61.67M
-61.93M – -61.42M
+50.0% YoY
-68.71M
-68.99M – -68.42M
-11.4% YoY
-215.05M
-215.93M – -214.16M
-213.0% YoY
6.76M
6.73M – 6.79M
+103.1% YoY
23.26M
23.17M – 23.36M
+244.0% YoY
SGA
1.43B
est: 1.44B (-0.1%)
1.43B
est: 1.21B (+18.4%)
1.42B
est: 1.31B (+9.0%)
1.33B
est: 1.60B (-17.1%)
1.22B
est: 2.16B (-43.3%)
1.07B
est: 2.20B (-51.2%)
835.12M
est: 768.62M (+8.7%)
842.63M
est: 808.95M (+4.2%)
823.69M
est: 796.34M (+3.4%)
757.77M
est: 496.76M (+52.5%)
802.61M
est.
500.65M
499.07M – 502.23M
-37.6% YoY
487.99M
486.45M – 489.54M
-2.5% YoY
496.11M
494.54M – 497.67M
+1.7% YoY
774.68M
772.23M – 777.13M
+56.2% YoY
815.32M
812.74M – 817.90M
+5.2% YoY
802.61M
800.08M – 805.15M
-1.6% YoY
500.65M
499.07M – 502.23M
-37.6% YoY
487.99M
486.45M – 489.54M
-2.5% YoY
496.11M
494.54M – 497.67M
+1.7% YoY
EPS
7.12
est: 7.07 (+0.7%)
4.52
est: 4.38 (+3.3%)
1.64
est: 1.80 (-8.7%)
-9.87
est: -0.80 (-1,141.5%)
-0.07
est: 1.00 (-107.1%)
-1.00
est: 0.45 (-322.2%)
-1.88
est: -2.28 (+17.5%)
0.49
est: -1.14 (+143.0%)
-0.85
est: -1.27 (+33.1%)
-3.00
est: -6.84 (+56.1%)
-1.27
est.
-3.98
-3.99 – -3.96
-213.0% YoY
-0.48
-0.48 – -0.48
+87.9% YoY
0.10
0.09 – 0.10
+119.8% YoY
-2.28
-2.29 – -2.27
-2,500.0% YoY
-1.14
-1.14 – -1.14
+50.0% YoY
-1.27
-1.28 – -1.26
-11.4% YoY
-3.98
-3.99 – -3.96
-213.0% YoY
0.13
0.12 – 0.13
+103.1% YoY
0.43
0.43 – 0.43
+244.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-11 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-08 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-07 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-06 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-05 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-04 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-01 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-30 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-29 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-28 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-27 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-24 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-23 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-22 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-21 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-20 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-17 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-16 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-83.69M
OE per share TTM
-1.59
Owner's Yield
-39.16%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
16.5%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
17
Total invested
21.78M
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 Abigail P. Johnson 7.60M 14.58% 7.60M IN United States of America 2022-02-09
2 FMR LLC 7.60M 14.58% 807.7K 7.60M HC Delaware 2022-02-09
3 INVESTMENT MANAGEMENT (BERMUDA) LIMITED 5.05M 9.70% 5.05M FI Bermuda 2022-02-03
4 INVESTMENT MANAGEMENT LIMITED 5.05M 9.70% 5.05M FI Channel Islands 2022-02-03
5 Fidelity Low-Priced Stock Fund 4.03M 7.74% 4.03M IV Massachusetts 2022-02-09
6 (. 3.33M 6.60% 3.22M 3.33M IA Delaware Limited Partnership 2020-02-12
7 2. 3.26M 6.44% 3.26M 3.26M IA Triesen, Principality of Liechtenstein 2020-01-14
8 (1) BlackRock, Inc. 3.16M 6.10% 3.00M 3.16M HC Delaware 2022-10-07
9 Aktiengesellschaft 2.81M 5.40% 2.81M 2.81M FI, HC Vaduz, 2023-02-13
10 LLB Fund Services AG 2.81M 5.40% 2.81M 2.81M FI Vaduz, 2023-02-13
11 GLENVIEW CAPITAL MANAGEMENT, LLC 2.76M 5.39% 2.76M OO Delaware 2015-02-17
12 LAWRENCE M. ROBBINS 2.76M 5.39% 2.76M HC, IN Delaware 2015-02-17
13 Charles Schwab Investment Management, Inc. 2.69M 5.12% 2.69M 2.69M IA Delaware 2024-02-09
14 30-0447847 2.56M 4.90% 2.48M 2.56M IA Delaware Limited Partnership 2022-02-08
15 STATE STREET CORPORATION 2.01M 3.86% 1.96M 2.01M HC BOSTON, MASSACHUSETTS 2022-02-09
16 Franklin Resources, Inc. 1.54M 5.50% 5.15M 5.69M HC, CO Delaware 2015-06-10
17 Brown Advisory Incorporated ("BA, Inc.") 245.7K 0.48% 201.2K HC BA, Inc. is a Maryland Corporation 2015-02-27
18 Brown Advisory, LLC ("BA, LLC") 215.8K 0.42% 171.3K IA BA, LLC is a Maryland Company 2015-02-27
19 Brown Investment Advisory & Trust Company ("BIATC") 29.9K 0.06% 29.9K BK BIATC is a Maryland Company 2015-02-27
20 Ricky C. Sandler 435.00 0.00% 435.00 435.00 IN United States 2017-02-14
21 Eminence Capital, LP 0.00% IA Delaware 2017-02-14
22 Eminence GP, LLC 0.00% OO Delaware 2017-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
17
-70 vs prev Q
New positions
8
Closed positions
74
Increased
10
Reduced
1
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 NANTAHALA CAPITAL MANAGEMENT, LLC 5.06M +1.3M (+35.4%) 19.04M +9.4M (+98.0%) 9.67% +2.692 pp 0.63% +0.296 pp USD2.08 +80.8% 11 qtrs
2 MILLER VALUE PARTNERS, LLC 3.18M -142.0K (-4.3%) 11.97M +3.4M (+40.1%) 6.08% -0.125 pp 4.22% +1.077 pp USD1.57 +139.5% 10 qtrs
3 VANGUARD GROUP INC 2.34M +12.2K (+0.5%) 8.79M +2.8M (+47.1%) 4.46% +0.126 pp 0.00% +0.000 pp USD37.21 -89.9% 51 qtrs
4 HG VORA CAPITAL MANAGEMENT, LLC 2.16M +2.2M (+100.0%) 8.13M +8.1M (+100.0%) 4.13% +4.131 pp 3.07% +3.071 pp USD3.76 +0.0% 1 qtrs NEW
5 AMERIPRISE FINANCIAL INC 1.50M -865.3K (-36.6%) 5.64M -438.7K (-7.2%) 2.86% -1.548 pp 0.00% 0.000 pp USD3.38 +11.2% 51 qtrs
6 KANEN WEALTH MANAGEMENT LLC 1.46M +1.5M (+100.0%) 5.52M +5.5M (+100.0%) 2.79% +2.786 pp 1.67% +1.674 pp USD3.76 +0.0% 1 qtrs NEW
7 TWO SIGMA INVESTMENTS, LP 1.02M +68.4K (+7.2%) 3.82M +1.4M (+56.9%) 1.94% +0.172 pp 0.01% +0.002 pp USD2.73 +37.7% 14 qtrs
8 PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 875.0K +808.8K (+1,220.7%) 3.29M +3.1M (+1,832.2%) 1.67% +1.548 pp 0.31% +0.288 pp USD3.67 +2.5% 2 qtrs
9 BLACKROCK, INC. 854.1K +6.3K (+0.7%) 3.21M +1.0M (+47.4%) 1.63% +0.049 pp 0.00% +0.000 pp USD1.25 +200.8% 6 qtrs
10 TWO SIGMA ADVISERS, LP 811.6K -74.8K (-8.4%) 3.05M +773.6K (+34.0%) 1.55% -0.104 pp 0.01% +0.001 pp USD2.64 +42.4% 15 qtrs
11 QUINN OPPORTUNITY PARTNERS LLC 766.3K +296.0K (+62.9%) 2.88M +1.7M (+138.4%) 1.46% +0.586 pp 0.12% +0.036 pp USD3.01 +24.9% 4 qtrs
12 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 688.1K +5.3K (+0.8%) 2.59M +832.5K (+47.4%) 1.31% +0.040 pp 0.00% +0.000 pp USD1.95 +92.8% 5 qtrs
13 FUND 1 INVESTMENTS, LLC 642.0K +413.3K (+180.7%) 2.41M +1.8M (+310.7%) 1.23% +0.800 pp 0.30% +0.230 pp USD3.04 +23.7% 13 qtrs
14 ACADIAN ASSET MANAGEMENT LLC 608.2K +140.9K (+30.1%) 2.28M +1.1M (+90.6%) 1.16% +0.290 pp 0.00% +0.002 pp USD1.98 +89.9% 5 qtrs
15 GEODE CAPITAL MANAGEMENT, LLC 575.4K +18.2K (+3.3%) 2.16M +731.7K (+51.1%) 1.10% +0.059 pp 0.00% +0.000 pp USD22.20 -83.1% 51 qtrs
16 BRIDGEWAY CAPITAL MANAGEMENT, LLC 540.2K +94.9K (+21.3%) 2.03M +886.8K (+77.5%) 1.03% +0.201 pp 0.04% +0.018 pp USD1.93 +94.8% 21 qtrs
17 AMERICAN CENTURY COMPANIES INC 532.8K +400.1K (+301.4%) 2.00M +1.7M (+487.3%) 1.02% +0.770 pp 0.00% +0.001 pp USD3.46 +8.7% 5 qtrs
18 UBS GROUP AG 518.8K -42.8K (-7.6%) 1.95M +507.4K (+35.2%) 0.99% -0.057 pp 0.00% +0.000 pp USD1.99 +88.9% 45 qtrs
19 FIRST EAGLE INVESTMENT MANAGEMENT, LLC 495.0K -146.6K (-22.8%) 1.86M +212.4K (+12.9%) 0.95% -0.252 pp 0.00% +0.000 pp USD1.42 +164.8% 5 qtrs
20 JANE STREET GROUP, LLC 408.9K +23.4K (+6.1%) 1.54M +546.7K (+55.2%) 0.78% +0.062 pp 0.00% +0.000 pp USD2.64 +42.4% 9 qtrs
21 BANK OF AMERICA CORP /DE/ 305.2K -59.0K (-16.2%) 1.15M +211.5K (+22.6%) 0.58% -0.097 pp 0.00% +0.000 pp USD2.91 +29.2% 51 qtrs
22 GOLDMAN SACHS GROUP INC 290.6K +84.5K (+41.0%) 1.09M +563.0K (+106.3%) 0.55% +0.171 pp 0.00% +0.000 pp USD2.72 +38.2% 51 qtrs
23 SYCAMORE PARTNERS MANAGEMENT, L.P. 284.1K +284.1K (+100.0%) 1.07M +1.1M (+100.0%) 0.54% +0.543 pp 1.84% +1.835 pp USD3.76 +0.0% 1 qtrs NEW
24 WALLEYE CAPITAL LLC 262.3K -159.4K (-37.8%) 986.2K -97.6K (-9.0%) 0.50% -0.286 pp 0.00% -0.001 pp USD2.57 +46.3% 2 qtrs
25 683 CAPITAL MANAGEMENT, LLC 258.1K +258.1K (+100.0%) 970.3K +970.3K (+100.0%) 0.49% +0.493 pp 0.04% +0.042 pp USD3.76 +0.0% 1 qtrs NEW
26 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 239.8K -3.4K (-1.4%) 901.5K +276.6K (+44.3%) 0.46% +0.004 pp 0.00% +0.000 pp USD2.49 +51.0% 5 qtrs
27 STATE STREET CORP 230.1K +16.3K (+7.6%) 865.4K +315.8K (+57.5%) 0.44% +0.041 pp 0.00% +0.000 pp USD20.76 -81.9% 51 qtrs
28 EAM INVESTORS, LLC 200.9K +— (+0.0%) 755.4K +239.1K (+46.3%) 0.38% +0.009 pp 0.08% +0.025 pp USD2.57 +46.3% 2 qtrs
29 QUBE RESEARCH & TECHNOLOGIES LTD 165.6K +150.2K (+978.3%) 622.7K +583.2K (+1,477.6%) 0.32% +0.288 pp 0.00% +0.001 pp USD3.65 +3.0% 2 qtrs
30 DIMENSIONAL FUND ADVISORS LP 152.6K -20.2K (-11.7%) 574.2K +129.8K (+29.2%) 0.29% -0.031 pp 0.00% +0.000 pp USD12.19 -69.2% 51 qtrs
31 LVW ADVISORS, LLC 150.0K +42.0K (+38.9%) 564.0K +286.4K (+103.2%) 0.29% +0.085 pp 0.06% +0.029 pp USD2.54 +48.0% 5 qtrs
32 SUSQUEHANNA INTERNATIONAL GROUP, LLP 132.8K -150.5K (-53.1%) 499.5K -228.7K (-31.4%) 0.25% -0.275 pp 0.00% +0.000 pp USD1.65 +127.9% 27 qtrs
33 BARCLAYS PLC 132.5K +54.9K (+70.7%) 498.0K +407.3K (+448.6%) 0.25% +0.108 pp 0.00% +0.000 pp USD2.82 +33.3% 51 qtrs
34 DEUTSCHE BANK AG\ 127.9K +127.9K (+100.0%) 480.8K +480.8K (+100.0%) 0.24% +0.244 pp 0.00% +0.000 pp USD3.76 +0.0% 1 qtrs NEW
35 MILLENNIUM MANAGEMENT LLC 125.6K +67.2K (+115.0%) 472.2K +322.0K (+214.5%) 0.24% +0.131 pp 0.00% +0.000 pp USD3.21 +17.1% 14 qtrs
36 SEI INVESTMENTS CO 122.2K +122.2K (+100.0%) 459.6K +459.6K (+100.0%) 0.23% +0.233 pp 0.00% +0.001 pp USD3.76 +0.0% 1 qtrs NEW
37 NORTHERN TRUST CORP 122.0K -882.0 (-0.7%) 458.6K +142.9K (+45.3%) 0.23% +0.004 pp 0.00% +0.000 pp USD48.38 -92.2% 51 qtrs
38 RBF CAPITAL, LLC 116.2K -43.9K (-27.4%) 437.1K +25.5K (+6.2%) 0.22% -0.077 pp 0.02% +0.001 pp USD1.39 +170.5% 7 qtrs
39 EMPOWERED FUNDS, LLC 114.4K +10.8K (+10.5%) 430.2K +164.0K (+61.6%) 0.22% +0.025 pp 0.00% +0.001 pp USD1.58 +138.0% 4 qtrs
40 CITADEL ADVISORS LLC 106.4K -28.1K (-20.9%) 399.9K +54.3K (+15.7%) 0.20% -0.048 pp 0.00% +0.000 pp USD2.60 +44.6% 38 qtrs
41 90.3K +90.3K (+100.0%) 339.5K +339.5K (+100.0%) 0.17% +0.172 pp 0.19% +0.189 pp USD3.76 +0.0% 1 qtrs NEW
42 PRICE T ROWE ASSOCIATES INC /MD/ 86.6K +— (+0.0%) 326.0K +103.0K (+46.2%) 0.17% +0.004 pp 0.00% +0.000 pp USD2.86 +31.5% 21 qtrs
43 MORGAN STANLEY 86.1K -85.8K (-49.9%) 323.7K -118.1K (-26.7%) 0.16% -0.156 pp 0.00% +0.000 pp USD2.18 +72.5% 51 qtrs
44 HUDSON BAY CAPITAL MANAGEMENT LP 76.5K +76.5K (+100.0%) 287.6K +287.6K (+100.0%) 0.15% +0.146 pp 0.00% +0.001 pp USD3.76 +0.0% 1 qtrs NEW
45 OMERS ADMINISTRATION CORP 63.6K +63.6K (+100.0%) 239.1K +239.1K (+100.0%) 0.12% +0.122 pp 0.00% +0.002 pp USD3.76 +0.0% 1 qtrs NEW
46 WELLS FARGO & COMPANY/MN 56.2K +56.2K (+112,360.0%) 211.4K +211.3K (+163,795.3%) 0.11% +0.107 pp 0.00% +0.000 pp USD3.76 +0.0% 51 qtrs
47 SPARK INVESTMENT MANAGEMENT LLC 55.9K +— (+0.0%) 210.2K +66.5K (+46.3%) 0.11% +0.003 pp 0.52% +0.163 pp USD12.40 -69.7% 20 qtrs
48 CAPROCK GROUP, LLC 52.4K -2.0K (-3.7%) 196.9K +30.5K (+18.3%) 0.10% -0.002 pp 0.00% +0.000 pp USD2.57 +46.3% 2 qtrs
49 ALGERT GLOBAL LLC 51.6K +— (+0.0%) 194.0K +61.0K (+45.9%) 0.10% +0.002 pp 0.00% +0.001 pp USD2.57 +46.3% 2 qtrs
50 GROUP ONE TRADING, L.P. 50.3K +50.3K (+100.0%) 189.0K +189.0K (+100.0%) 0.10% +0.096 pp 0.00% +0.000 pp USD3.76 +0.0% 7 qtrs
51 MARSHALL WACE, LLP 47.3K +47.3K (+100.0%) 177.7K +177.7K (+100.0%) 0.09% +0.090 pp 0.00% +0.000 pp USD3.76 +0.0% 1 qtrs NEW
52 CREATIVE PLANNING 41.3K +41.3K (+100.0%) 155.4K +155.4K (+100.0%) 0.08% +0.079 pp 0.00% +0.000 pp USD3.76 +0.0% 1 qtrs NEW
53 HEADLANDS TECHNOLOGIES LLC 39.8K +20.7K (+107.9%) 149.7K +100.5K (+204.1%) 0.08% +0.040 pp 0.01% +0.009 pp USD3.19 +17.9% 2 qtrs
54 XTX TOPCO LTD 39.2K -11.6K (-22.9%) 147.3K +16.7K (+12.8%) 0.07% -0.020 pp 0.00% -0.003 pp USD1.48 +154.1% 3 qtrs
55 ANCORA ADVISORS, LLC 34.7K +34.7K (+100.0%) 130.5K +130.5K (+100.0%) 0.07% +0.066 pp 0.00% +0.003 pp USD3.76 +0.0% 1 qtrs NEW
56 SQUAREPOINT OPS LLC 32.9K +32.9K (+100.0%) 123.8K +123.8K (+100.0%) 0.06% +0.063 pp 0.00% +0.000 pp USD3.76 +0.0% 5 qtrs
57 BALYASNY ASSET MANAGEMENT L.P. 30.0K +30.0K (+100.0%) 112.9K +112.9K (+100.0%) 0.06% +0.057 pp 0.00% +0.000 pp USD3.76 +0.0% 1 qtrs NEW
58 POINT72 ASSET MANAGEMENT, L.P. 28.6K +28.6K (+100.0%) 107.6K +107.6K (+100.0%) 0.05% +0.055 pp 0.00% +0.000 pp USD3.76 +0.0% 1 qtrs NEW
59 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 25.0K +— (+0.0%) 94.0K +29.8K (+46.3%) 0.05% +0.001 pp 0.00% +0.000 pp USD2.57 +46.3% 2 qtrs
60 CITIGROUP INC 24.6K +24.3K (+7,480.3%) 92.6K +91.8K (+10,993.5%) 0.05% +0.046 pp 0.00% +0.000 pp USD3.73 +0.8% 51 qtrs
61 LIGHTHOUSE INVESTMENT PARTNERS, LLC 24.6K +24.6K (+100.0%) 92.5K +92.5K (+100.0%) 0.05% +0.047 pp 0.00% +0.003 pp USD3.76 +0.0% 1 qtrs NEW
62 RAYMOND JAMES FINANCIAL INC 20.9K +— (+0.0%) 78.4K +24.8K (+46.3%) 0.04% +0.001 pp 0.00% +0.000 pp USD1.67 +125.1% 5 qtrs
63 INVESCO LTD. 19.7K -67.3K (-77.4%) 74.0K -149.4K (-66.9%) 0.04% -0.125 pp 0.00% +0.000 pp USD5.63 -33.2% 51 qtrs
64 VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC 18.2K +393.0 (+2.2%) 68.5K +22.7K (+49.5%) 0.03% +0.002 pp 0.00% +0.000 pp USD1.29 +191.5% 8 qtrs
65 MANGROVE PARTNERS 17.6K +17.6K (+100.0%) 66.2K +66.2K (+100.0%) 0.03% +0.034 pp 0.01% +0.005 pp USD3.76 +0.0% 1 qtrs NEW
66 TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 17.5K +— (+0.0%) 66.0K +20.9K (+46.3%) 0.03% +0.001 pp 0.00% +0.000 pp USD2.57 +46.3% 2 qtrs
67 SCHONFELD STRATEGIC ADVISORS LLC 16.7K +16.7K (+100.0%) 62.7K +62.7K (+100.0%) 0.03% +0.032 pp 0.00% +0.000 pp USD3.76 +0.0% 1 qtrs NEW
68 PARTNERSHIP WEALTH MANAGEMENT, LLC 16.1K -5.3K (-24.6%) 60.5K +5.6K (+10.3%) 0.03% -0.009 pp 0.04% +0.001 pp USD1.46 +157.5% 9 qtrs
69 TOWER RESEARCH CAPITAL LLC (TRC) 13.3K +2.3K (+20.4%) 50.0K +21.6K (+76.1%) 0.03% +0.005 pp 0.00% +0.000 pp USD2.77 +35.7% 2 qtrs
70 EWA, LLC 12.0K -792.0 (-6.2%) 45.2K +12.3K (+37.3%) 0.02% -0.001 pp 0.01% +0.002 pp USD1.66 +126.5% 3 qtrs
71 CARRERA CAPITAL ADVISORS 10.1K +10.1K (+100.0%) 37.9K +37.9K (+100.0%) 0.02% +0.019 pp 0.01% +0.006 pp USD3.76 +0.0% 1 qtrs NEW
72 FMR LLC 5.2K +— (+0.0%) 19.5K +6.2K (+46.3%) 0.01% +0.000 pp 0.00% +0.000 pp USD16.97 -77.8% 51 qtrs
73 SIMPLEX TRADING, LLC 3.4K -60.5K (-94.7%) 12.7K -151.3K (-92.2%) 0.01% -0.113 pp 0.00% 0.000 pp USD2.49 +51.0% 11 qtrs
74 EVERSOURCE WEALTH ADVISORS, LLC 1.7K +— (+0.0%) 6.4K +2.0K (+46.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.02 +86.1% 13 qtrs
75 JPMORGAN CHASE & CO 1.7K -28.1K (-94.4%) 6.2K -70.1K (-91.9%) 0.00% -0.052 pp 0.00% +0.000 pp USD2.43 +54.7% 51 qtrs
76 FEDERATED HERMES, INC. 1.5K +— (+0.0%) 5.7K +1.8K (+46.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.57 +46.3% 2 qtrs
77 BNP PARIBAS ARBITRAGE, SNC 510.00 -32.0 (-5.9%) 1.9K +525.0 (+37.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.41 +10.3% 51 qtrs
78 LGT FINANCIAL ADVISORS LLC 400.00 +— (+0.0%) 1.5K +476.0 (+46.3%) 0.00% +0.000 pp 0.01% +0.007 pp USD2.57 +46.3% 2 qtrs
79 ROYAL BANK OF CANADA 384.00 +384.0 (+100.0%) 1.0K +1.0K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD3.76 +0.0% 4 qtrs
80 CORECAP ADVISORS, LLC 170.00 +170.0 (+100.0%) 639.00 +639.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.76 +0.0% 1 qtrs NEW
81 NISA INVESTMENT ADVISORS, LLC 150.00 +— (+0.0%) 564.00 +178.0 (+46.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.14 +229.8% 8 qtrs
82 SAGEVIEW ADVISORY GROUP, LLC 54.00 +54.0 (+100.0%) 204.00 +204.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.76 +0.0% 1 qtrs NEW
83 SBI SECURITIES CO., LTD. 33.00 +— (+0.0%) 124.00 +39.0 (+45.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.61 +133.5% 5 qtrs
84 LARSON FINANCIAL GROUP LLC -3.9K (-100.0%) -10.1K (-100.0%) 0.00% -0.007 pp 0.00% 0.000 pp USD 2 qtrs SOLD
85 ADVISORY SERVICES NETWORK, LLC -22.0 (-100.0%) -57.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
86 WEXFORD CAPITAL LP -10.9K (-100.0%) -28.0K (-100.0%) 0.00% -0.020 pp 0.00% -0.004 pp USD 2 qtrs SOLD
87 HRT FINANCIAL LP -10.5K (-100.0%) -26.0K (-100.0%) 0.00% -0.020 pp 0.00% 0.000 pp USD 2 qtrs SOLD
88 FEDERATION DES CAISSES DESJARDINS DU QUEBEC -235.0 (-100.0%) -604.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 20 qtrs SOLD
89 RENAISSANCE TECHNOLOGIES LLC -1.7M (-100.0%) -4.3M (-100.0%) 0.00% -3.158 pp 0.00% -0.006 pp USD 37 qtrs SOLD
90 R SQUARED LTD -14.7K (-100.0%) -37.9K (-100.0%) 0.00% -0.028 pp 0.00% -0.016 pp USD 5 qtrs SOLD
91 QUADRATURE CAPITAL LTD -23.1K (-100.0%) -59.2K (-100.0%) 0.00% -0.043 pp 0.00% -0.001 pp USD 5 qtrs SOLD
92 CENTIVA CAPITAL, LP -52.7K (-100.0%) -135.4K (-100.0%) 0.00% -0.098 pp 0.00% -0.001 pp USD 2 qtrs SOLD
93 DYNAMIC TECHNOLOGY LAB PRIVATE LTD -30.1K (-100.0%) -77.0K (-100.0%) 0.00% -0.056 pp 0.00% -0.013 pp USD 2 qtrs SOLD
94 MINK BROOK ASSET MANAGEMENT LLC -150.0K (-100.0%) -385.5K (-100.0%) 0.00% -0.280 pp 0.00% -0.260 pp USD 2 qtrs SOLD
95 EHP FUNDS INC. -11.0K (-100.0%) -28.3K (-100.0%) 0.00% -0.021 pp 0.00% -0.025 pp USD 2 qtrs SOLD
96 FULLER & THALER ASSET MANAGEMENT, INC. -124.0K (-100.0%) -318.7K (-100.0%) 0.00% -0.231 pp 0.00% -0.001 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 48 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.05% 755.5K 0.60%
2 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.04% 368.9K 0.20%
3 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.02% 409.0K 0.47%
4 Avantis U.S. Small Cap Value ETF AVUV 0.02% 6.42M 0.25%
5 iShares Russell 2000 Value ETF IWN 0.01% 1.93M 0.24%
6 Avantis U.S. Small Cap Equity ETF AVSC 0.01% 400.7K 0.25%
7 Xtrackers Russell 2000 UCITS ETF 1C XRSU.L 0.01% 212.0K 0.30%
8 Avantis Global Small Cap Value UCITS ETF AVGS.L 0.01% 79.3K 0.39%
9 Invesco Russell 2000 UCITS ETF RTYS.L 0.01% 22.8K 0.25%
10 Global X - Russell 2000 ETF RSSL 0.01% 105.1K 0.08%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.33
Neutral
Ratio by volume
3.00
Bullish
Buys
4
Sells
3
Shares acquired
1.28M
Shares disposed
67.2K
Cash buys
Cash sales
Net activity
+1,207,774
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-15 Martin Joe T Officer A-Award A Performance Stock Units 150,000 0.00 225,000 D
2026-04-15 Lowenkron Melissa B Officer A-Award A Performance Stock Units 150,000 0.00 220,000 D
2026-04-15 Greben Randy J Officer A-Award A Performance Stock Units 225,000 0.00 295,000 D
2026-04-15 Fogliato Franco Director / Officer A-Award A Performance Stock Units 750,000 0.00 930,000 D
2026-03-16 Schoppert Wendy Lee Director P-Purchase A Common Stock 21,929 4.68 102.6K 96,294 D
2026-03-03 Martin Joe T Officer M-Exempt D Performance Stock Units 30,000 0.00 82,500 D
2026-03-03 Lowenkron Melissa B Officer M-Exempt A Common Stock 28,001 0.00 103,407 D
2026-03-03 Greben Randy J Officer M-Exempt D Performance Stock Units 28,001 0.00 76,999 D
2026-03-03 Fogliato Franco Director / Officer M-Exempt D Performance Stock Units 72,000 0.00 198,000 D
2025-12-19 Tifford Gail B Director A-Award A Common Stock 30,577 0.00 166,502 D
2025-12-19 Schoppert Wendy Lee Director A-Award A Common Stock 30,577 0.00 74,365 D
2025-12-19 Rey Marc Director A-Award A Common Stock 30,577 0.00 116,353 D
2025-12-19 MANSELL KEVIN Director A-Award A Common Stock 30,577 0.00 125,536 D
2025-12-19 Edwards Pamela J Director A-Award A Common Stock 30,577 0.00 43,043 D
2025-12-19 Coulter Suzanne M Director A-Award A Common Stock 30,577 0.00 129,034 D
2025-12-19 Corrie Pamela B Director A-Award A Common Stock 30,577 0.00 61,506 D
2025-12-03 Coulter Suzanne M Director P-Purchase A Common Stock 28,170 3.62 102.0K 98,457 D
2025-11-24 Greben Randy J Officer P-Purchase A Common Stock 20,980 2.38 49.9K 170,980 D
2025-11-21 Edwards Pamela J Director P-Purchase A Common Stock 10,000 2.37 23.7K 12,466 D
2025-11-20 Tifford Gail B Director P-Purchase A Common Stock 33,000 2.40 79.2K 135,925 D
2025-11-20 Schoppert Wendy Lee Director P-Purchase A Common Stock 41,322 2.47 102.1K 43,788 D
2025-11-18 Martin Joe T Officer P-Purchase A Common Stock 56,180 1.78 100.0K 185,761 D
2025-11-18 Fogliato Franco Director / Officer P-Purchase A Common Stock 100,000 1.82 182.0K 1,950,000 D
2025-05-16 Schoppert Wendy Lee Director A-Award A Common Stock 2,466 0.00 2,466 D
2025-05-16 Edwards Pamela J Director A-Award A Common Stock 2,466 0.00 2,466 D
2025-04-15 Martin Joe T Officer A-Award A Common Stock 129,581 0.00 129,581 D
2025-04-15 Lowenkron Melissa B Officer A-Award A Performance Stock Units 105,000 0.00 105,000 D
2025-04-15 Greben Randy J Officer A-Award A Common Stock 150,000 0.00 150,000 D
2025-04-15 Fogliato Franco Director / Officer A-Award A Performance Stock Units 270,000 0.00 270,000 D
2025-03-21 Martin Joe T Officer 0 0.00 0
2025-03-17 Greben Randy J Officer 0 0.00 0
2025-01-15 Lowenkron Melissa B Officer F-InKind D Common Stock 1,977 1.71 3.4K 83,312 D
2024-11-27 Fogliato Franco Director / Officer P-Purchase A Common Stock 138,825 1.49 206.8K 1,750,000 D
2024-11-26 Fogliato Franco Director / Officer P-Purchase A Common Stock 111,175 1.37 152.3K 1,611,175 D
2024-11-07 Skobe Andrew R Officer 0 0.00 0
2024-10-15 Fogliato Franco Director / Officer A-Award A Common Stock 1,500,000 0.00 1,500,000 D
2024-09-18 Fogliato Franco Director / Officer 0 0.00 0
2024-06-21 Tifford Gail B Director A-Award A Common Stock 25,000 0.00 102,925
2024-06-21 Rey Marc Director A-Award A Common Stock 25,000 0.00 85,776
2024-06-21 MANSELL KEVIN Director A-Award A Common Stock 25,000 0.00 94,959
2024-06-21 Jones Kim Harris Director A-Award A Common Stock 25,000 0.00 91,722
2024-06-21 DAVIS EUGENE I Director A-Award A Common Stock 25,000 0.00 30,929
2024-06-21 Coulter Suzanne M Director A-Award A Common Stock 25,000 0.00 70,287
2024-06-21 Corrie Pamela B Director A-Award A Common Stock 25,000 0.00 30,929
2024-06-21 BELGYA MARK R Director A-Award A Common Stock 25,000 0.00 99,900
2024-04-15 Lowenkron Melissa B Officer A-Award A Common Stock 15,774 0.00 89,936
2024-04-15 Hart Darren E. Officer F-InKind D Common Stock 10,135 0.88 8.9K 202,388
2024-04-15 Doshi Sunil M Officer F-InKind D Common Stock 8,943 0.88 7.9K 155,339
2024-04-15 BOYER JEFFREY N Director / Officer A-Award A Common Stock 40,713 0.00 470,748
2024-03-24 DAVIS EUGENE I Director A-Award A Common Stock 5,929 0.00 5,929
2024-03-24 Corrie Pamela B Director A-Award A Common Stock 5,929 0.00 5,929
2024-01-15 Lowenkron Melissa B Officer F-InKind D Common Stock 1,977 1.33 2.6K 31,645
2023-07-15 Doshi Sunil M Officer F-InKind D Common Stock 3,247 2.65 8.6K 139,763
2023-07-15 Briedis Holly Officer F-InKind D Common Stock 2,282 2.65 6.0K 107,144
2023-05-24 Tifford Gail B Director A-Award A Common Stock 35,476 0.00 77,925
2023-05-24 Rey Marc Director A-Award A Common Stock 35,476 0.00 60,776
2023-05-24 MANSELL KEVIN Director A-Award A Common Stock 35,476 0.00 69,959
2023-05-24 Jones Kim Harris Director A-Award A Common Stock 35,476 0.00 66,722
2023-05-24 Coulter Suzanne M Director A-Award A Common Stock 35,476 0.00 45,287
2023-05-24 Chiasson William B Director A-Award A Common Stock 35,476 0.00 71,567
2023-05-24 BELGYA MARK R Director A-Award A Common Stock 35,476 0.00 74,900
2023-04-15 McKelvey Gregory A Officer A-Award A Common Stock 81,932 0.00 952,759
2023-04-15 Lowenkron Melissa B Officer F-InKind D Common Stock 1,106 3.22 3.6K 74,162
2023-04-15 Hart Darren E. Officer F-InKind D Common Stock 6,538 3.22 21.1K 182,650
2023-04-15 Doshi Sunil M Officer A-Award A Common Stock 62,387 0.00 146,888
2023-04-15 Briedis Holly Officer F-InKind D Common Stock 1,817 3.22 5.9K 109,426
2023-04-15 BOYER JEFFREY N Officer F-InKind D Common Stock 20,427 3.22 65.8K 430,035
2023-01-15 Lowenkron Melissa B Officer F-InKind D Common Stock 1,977 5.71 11.3K 31,645
2022-12-31 KARTSOTIS KOSTA N Director / Officer 0 0.00 0
2022-12-05 Coulter Suzanne M Director A-Award A Common Stock 9,811 0.00 9,811
2022-07-15 Briedis Holly Officer F-InKind D Common Stock 2,282 5.77 13.2K 48,216
2022-05-26 KARTSOTIS KOSTA N Officer S-Sale D Common Stock 10,000 7.06 70.6K 3,215,837
2022-05-18 Tifford Gail B Director A-Award A Common Stock 9,811 0.00 42,449
2022-05-18 Rey Marc Director A-Award A Common Stock 9,811 0.00 25,300
2022-05-18 MANSELL KEVIN Director A-Award A Common Stock 9,811 0.00 34,483
2022-05-18 Jones Kim Harris Director A-Award A Common Stock 9,811 0.00 31,246
2022-05-18 Chiasson William B Director A-Award A Common Stock 9,811 0.00 26,280
2022-05-18 BELGYA MARK R Director A-Award A Common Stock 9,811 0.00 39,424
2022-05-17 NEAL DIANE L Director S-Sale D Common Stock 34,427 7.51 258.5K 16,469
2022-04-15 McKelvey Gregory A Officer A-Award A Common Stock 40,811 0.00 904,875
2022-04-15 Lowenkron Melissa B Officer A-Award A Common Stock 13,622 0.00 33,622
2022-04-15 Hart Darren E. Officer F-InKind D Common Stock 28,389 10.89 309.0K 119,315
2022-04-15 Evans Steve Andrew Officer F-InKind D Common Stock 25,367 10.89 276.1K 157,909
2022-04-15 Doshi Sunil M Officer A-Award A Common Stock 14,052 0.00 84,501
2022-04-15 Briedis Holly Officer A-Award A Common Stock 22,386 0.00 50,498
2022-04-15 Belcher Randy Officer A-Award A Common Stock 28,015 0.00 246,042
2022-04-15 BOYER JEFFREY N Officer F-InKind D Common Stock 33,056 10.89 359.8K 409,750
2022-04-07 Lowenkron Melissa B Officer D Common Stock 0 0.00 20,000
2022-04-07 Briedis Holly Officer D Common Stock 0 0.00 28,112
2022-03-01 McKelvey Gregory A Officer A-Award A Common Stock 24,488 0.00 864,064
2022-03-01 Hart Darren E. Officer A-Award A Common Stock 17,360 0.00 118,772
2022-03-01 Evans Steve Andrew Officer A-Award A Common Stock 12,554 0.00 127,274
2022-03-01 Belcher Randy Officer A-Award A Common Stock 13,748 0.00 184,719
2022-03-01 BOYER JEFFREY N Officer A-Award A Common Stock 23,774 0.00 403,183
2021-12-20 KARTSOTIS KOSTA N Director / Officer G-Gift D Common Stock 15,000 0.00 3,225,837
2021-11-23 KARTSOTIS KOSTA N Director / Officer S-Sale D Common Stock 5,000 13.21 66.1K 3,240,837
2021-11-15 McKelvey Gregory A Officer S-Sale D Common Stock 41,158 16.74 689.0K 806,386
2021-08-31 McKelvey Gregory A Officer S-Sale D Common Stock 15,000 13.41 201.2K 847,544
2021-07-15 Doshi Sunil M Officer F-InKind D Common Stock 3,247 12.45 40.4K 56,397
2021-06-18 KARTSOTIS KOSTA N Director / Officer S-Sale D Common Stock 10,000 12.38 123.8K 3,245,837
2021-06-10 KARTSOTIS KOSTA N Director / Officer S-Sale D Common Stock 5,000 14.94 74.7K 3,255,837
2021-06-08 Hart Darren E. Officer S-Sale D Common Stock 33,899 15.68 531.5K 70,176
2021-05-27 McKelvey Gregory A Officer S-Sale D Common Stock 30,000 14.86 445.8K 862,544
2021-05-24 McKelvey Gregory A Officer S-Sale D Common Stock 25,000 12.04 301.0K 892,544
2021-05-19 Tifford Gail B Director A-Award A Common Stock 9,969 0.00 32,638
2021-05-19 Rey Marc Director A-Award A Common Stock 9,969 0.00 15,489
2021-05-19 NEAL DIANE L Director A-Award A Common Stock 9,969 0.00 50,896
2021-05-19 MANSELL KEVIN Director A-Award A Common Stock 9,969 0.00 24,672
2021-05-19 Jones Kim Harris Director A-Award A Common Stock 9,969 0.00 21,435
2021-05-19 Chiasson William B Director A-Award A Common Stock 9,969 0.00 16,469
2021-05-19 BELGYA MARK R Director A-Award A Common Stock 9,969 0.00 29,613
2021-04-15 McKelvey Gregory A Officer F-InKind D Common Stock 19,990 13.28 265.5K 917,544
2021-04-15 Hart Darren E. Officer A-Award A Common Stock 26,039 0.00 117,906
2021-04-15 Evans Steve Andrew Officer F-InKind D Common Stock 10,896 13.28 144.7K 114,720
2021-04-15 Doshi Sunil M Officer A-Award A Common Stock 19,644 0.00 59,644
2021-04-15 Belcher Randy Officer F-InKind D Common Stock 18,210 13.28 241.8K 170,971
2021-04-15 BOYER JEFFREY N Officer F-InKind D Common Stock 19,114 13.28 253.8K 347,183
2021-03-23 McKelvey Gregory A Officer A-Award A Common Stock 8,800 0.00 884,194
2021-03-23 Hart Darren E. Officer A-Award A Common Stock 7,099 0.00 83,348
2021-03-23 Evans Steve Andrew Officer A-Award A Common Stock 7,229 0.00 88,778
2021-03-23 Belcher Randy Officer A-Award A Common Stock 8,015 0.00 148,845
2021-03-23 BOYER JEFFREY N Officer A-Award A Common Stock 7,324 0.00 321,848
2021-03-17 Evans Steve Andrew Officer S-Sale D Common Stock 50,602 14.03 709.9K 81,549
2021-03-15 Tifford Gail B Director S-Sale D Common Stock 6,500 14.20 92.3K 22,669
2021-03-15 McKelvey Gregory A Officer S-Sale D Common Stock 75,000 14.17 1.06M 875,394
2021-01-26 Chiasson William B Director J-Other A Common Stock 13,144 0.00 54,389
2021-01-15 BOYER JEFFREY N Officer F-InKind D Common Stock 23,865 9.94 237.2K 306,352
2021-01-02 KARTSOTIS KOSTA N Director / Officer 0 0.00 0
2021-01-02 Chiasson William B Director 0 0.00 0
2020-11-19 KARTSOTIS KOSTA N Director / Officer S-Sale D Common Stock 30,000 11.85 355.5K 3,290,837
2020-11-17 Hart Darren E. Officer S-Sale D Common Stock 82,477 9.71 800.9K 68,002
2020-07-15 Rey Marc Director D Common Stock 0 0.00 0
2020-07-15 Doshi Sunil M Officer A-Award A Common Stock 40,000 0.00 40,000
2020-06-17 McKelvey Gregory A Officer P-Purchase A Common Stock 30,000 5.00 150.0K 950,394
2020-06-15 Doshi Sunil M Officer 0 0.00 0
2020-06-09 McKelvey Gregory A Officer P-Purchase A Common Stock 70,000 6.00 420.0K 920,394
2020-06-09 Frey Martin Officer P-Purchase A Common Stock 7,000 5.51 38.6K 121,805
2020-05-20 Tifford Gail B Director A-Award A Common Stock 6,500 0.00 29,169
2020-05-20 NEAL DIANE L Director A-Award A Common Stock 6,500 0.00 40,927
2020-05-20 MANSELL KEVIN Director A-Award A Common Stock 6,500 0.00 14,703
2020-05-20 Jones Kim Harris Director A-Award A Common Stock 6,500 0.00 11,466
2020-05-20 Chiasson William B Director A-Award A Common Stock 6,500 0.00 60,889
2020-05-20 BELGYA MARK R Director A-Award A Common Stock 6,500 0.00 19,644
2020-04-15 Moeri Beth A Officer F-InKind D Common Stock 1,274 3.77 4.8K 33,253
2020-04-15 McKelvey Gregory A Officer F-InKind D Common Stock 11,632 3.77 43.9K 800,394
2020-04-15 Hart Darren E. Officer F-InKind D Common Stock 11,771 3.77 44.4K 150,479
2020-04-15 Evans Steve Andrew Officer A-Award A Common Stock 22,600 0.00 140,451
2020-04-15 Belcher Randy Officer F-InKind D Common Stock 15,057 3.77 56.8K 140,830
2020-04-15 BOYER JEFFREY N Officer F-InKind D Common Stock 3,774 3.77 14.2K 303,851
2020-03-12 McKelvey Gregory A Officer P-Purchase A Common Stock 90,792 3.80 344.9K 734,869
2020-03-12 Frey Martin Officer P-Purchase A Common Stock 9,000 3.90 35.1K 114,805
2020-03-03 McKelvey Gregory A Officer P-Purchase A Common Stock 60,370 4.39 265.0K 644,077
2020-02-28 Chiasson William B Director P-Purchase A Common Stock 22,200 4.57 101.5K 54,389
2020-01-15 BOYER JEFFREY N Officer F-InKind D Common Stock 18,201 7.86 143.1K 257,625
2019-11-26 Tifford Gail B Director P-Purchase A Common Stock 680 7.38 5.0K 22,669
2019-11-19 McKelvey Gregory A Officer P-Purchase A Common Stock 58,450 7.25 423.9K 583,707
2019-11-18 McKelvey Gregory A Officer P-Purchase A Common Stock 8,550 7.25 62.0K 525,257
2019-10-15 McKelvey Gregory A Officer F-InKind D Common Stock 15,386 10.96 168.6K 516,707
2019-10-15 Jones Kim Harris Director A-Award A Common Stock 4,966 0.00 4,966
2019-08-23 McKelvey Gregory A Officer P-Purchase A Common Stock 33,600 10.22 343.4K 536,215
2019-08-22 McKelvey Gregory A Officer P-Purchase A Common Stock 66,400 10.32 685.2K 498,493
2019-08-22 Hart Darren E. Officer P-Purchase A Common Stock 20,000 10.03 200.6K 136,694
2019-08-21 McKelvey Gregory A Officer P-Purchase A Common Stock 100,000 9.86 986.0K 432,093
2019-07-15 Evans Steve Andrew Officer F-InKind D Common Stock 1,136 11.36 12.9K 117,851
2019-05-31 Frey Martin Officer P-Purchase A Common Stock 5,000 9.70 48.5K 105,805
2019-05-22 ZIMMERMAN JAMES M Director A-Award A Common Stock 8,203 0.00 72,066
2019-05-22 Tifford Gail B Director A-Award A Common Stock 8,203 0.00 21,989
2019-05-22 SKINNER JAMES E Director A-Award A Common Stock 8,203 0.00 45,146
2019-05-22 Nealon Thomas M Director A-Award A Common Stock 8,203 0.00 34,276
2019-05-22 NEAL DIANE L Director A-Award A Common Stock 8,203 0.00 34,427
2019-05-22 MANSELL KEVIN Director D Common Stock 0 0.00 0
2019-05-22 Chiasson William B Director A-Award A Common Stock 8,203 0.00 32,189
2019-05-22 BELGYA MARK R Director A-Award A Common Stock 8,203 0.00 13,144
2019-04-15 Moeri Beth A Officer A-Award A Common Stock 15,694 0.00 15,694
2019-04-15 McKelvey Gregory A Officer A-Award A Common Stock 17,602 0.00 332,215
2019-04-15 Hart Darren E. Officer A-Award A Common Stock 21,297 0.00 116,694
2019-04-15 Frey Martin Officer A-Award A Common Stock 10,234 0.00 87,802
2019-04-15 Evans Steve Andrew Officer F-InKind D Common Stock 3,522 13.10 46.1K 107,546
2019-04-15 Belcher Randy Officer F-InKind D Common Stock 6,308 13.10 82.6K 122,871
2019-04-15 BOYER JEFFREY N Officer F-InKind D Common Stock 6,433 13.10 84.3K 257,071
2019-03-15 McKelvey Gregory A Officer A-Award A Common Stock 1,766 0.00 315,765
2019-03-15 Hart Darren E. Officer F-InKind D Common Stock 796 14.80 11.8K 99,237
2019-03-15 Evans Steve Andrew Officer F-InKind D Common Stock 271 14.80 4.0K 96,608
2019-03-15 Belcher Randy Officer F-InKind D Common Stock 1,348 14.80 20.0K 113,149
2019-03-01 KARTSOTIS KOSTA N Director / Officer S-Sale D Common Stock 50,000 15.92 796.2K 3,320,837
2019-02-20 McKelvey Gregory A Officer S-Sale D Common Stock 154,498 14.64 2.26M 313,999
2019-02-19 McKelvey Gregory A Officer S-Sale D Common Stock 95,442 14.65 1.40M 468,497
2019-01-15 BOYER JEFFREY N Officer F-InKind D Common Stock 19,908 17.22 342.8K 247,158
2018-12-03 White John A. Officer S-Sale D Common Stock 18,800 20.75 390.1K 126,536
2018-11-28 Moeri Beth A Officer D Common Stock 0 0.00 0
2018-11-26 SKINNER JAMES E Director S-Sale D Common Stock 6,000 21.31 127.9K 36,943
2018-11-24 White John A. Officer F-InKind D Common Stock 1,945 19.85 38.6K 145,336
2018-11-24 Hart Darren E. Officer F-InKind D Common Stock 1,945 19.85 38.6K 100,033
2018-11-24 Evans Steve Andrew Officer F-InKind D Common Stock 864 19.85 17.2K 96,879
2018-11-24 Belcher Randy Officer F-InKind D Common Stock 3,142 19.85 62.4K 115,874
2018-11-15 White John A. Officer S-Sale D Common Stock 16,303 19.10 311.4K 147,281
2018-11-12 ZIMMERMAN JAMES M Director G-Gift D Common Stock 5,300 0.00 63,863
2018-08-23 Hart Darren E. Officer S-Sale D Common Stock 14,347 26.00 373.0K 101,978
2018-08-22 McKelvey Gregory A Officer S-Sale D Common Stock 26,138 26.00 679.6K 537,801
2018-08-22 Hart Darren E. Officer S-Sale D Common Stock 25,662 26.30 675.0K 116,325

Executive team

Top executives
EBIT / Employee
4.4K
Shares Outstanding
59.08M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2014 Darren E. Hart Executive Vice President, HR 569.6K 479.5K 479.5K 24.5K 1.55M 61.75%
2 2014 Dennis R. Secor Executive Vice President, Chief 542.3K 451.6K 451.5K 7.2K 1.45M 62.17%
3 2014 Jennifer L. Pritchard President, Skagen 646.9K 392.9K 392.9K 228.00 1.43M 54.84%
4 2014 John A. White Executive Vice President and Chief 626.9K 380.7K 380.6K 6.9K 1.40M 54.57%
5 2014 Kosta N. Kartsotis Chief Executive Officer and Director
6 2013 Jennifer L. Pritchard President, Skagen 626.9K 230.0K 1.33M 113.4K 472.5K 91.00 2.77M 52.08%
7 2013 Darren E. Hart Executive Vice President, HR 530.8K 240.0K 645.1K 232.2K 540.0K 6.3K 2.19M 39.98%
8 2013 Dennis R. Secor Executive Vice President, Chief 500.0K 506.4K 306.3K 500.0K 138.2K 1.95M 41.66%
9 2013 Dennis R. Secor Executive Vice 500.0K 506.4K 306.3K 500.0K 130.5K 1.94M 41.82%
10 2013 John A. White Executive Vice President and Chief 608.5K 309.9K 109.8K 457.5K 6.3K 1.49M 28.13%
11 2013 John A. White Executive Vice 589.7K 309.9K 109.8K 457.5K 91.00 1.47M 28.61%
12 2013 Kosta N. Kartsotis Chief Executive Officer and Director
13 2012 Jennifer L. Pritchard President, Skagen 601.5K 459.3K 91.00 1.42M 32.34%
14 2012 Darren E. Hart Executive Vice President, HR 475.4K 125.0K 386.3K 286.1K 81.0K 1.35M 49.67%
15 2012 John A. White Executive Vice President and Chief 170.8K 100.0K 367.5K 367.5K 150.0K 122.3K 1.28M 57.51%
16 2012 John A. White Executive Vice 170.8K 100.0K 367.5K 367.5K 150.0K 122.3K 1.28M 57.51%
17 2012 Dennis R. Secor Executive Vice 9.6K 200.0K 21.5K 231.1K 0.00%
18 2012 Dennis R. Secor Executive Vice President, Chief 9.6K 200.0K 21.5K 231.1K 0.00%
19 2012 Kosta N. Kartsotis Chief Executive Officer and Director
20 2011 Mark D. Quick Vice Chairman 630.0K 100.0K 557.2K 557.2K 640.0K 4.0K 2.49M 44.78%
21 2011 Darren E. Hart Executive Vice President, HR 233.7K 300.0K 801.4K 275.7K 337.5K 233.6K 2.18M 49.37%
22 2011 Darren E. Hart Executive Vice President, HR 233.7K 300.0K 801.4K 275.7K 337.5K 233.6K 2.18M 49.37%
23 2011 Jennifer L. Pritchard President, Skagen 549.6K 344.1K 416.3K 364.00 1.65M 20.80%
24 2011 Jennifer L. Pritchard President, Retail Division 549.6K 344.1K 344.1K 416.3K 364.00 1.65M 41.60%
25 2011 Mike L. Kovar Executive Vice President and former 372.7K 235.2K 235.2K 281.3K 5.3K 1.12M 41.89%
26 2011 Kosta N. Kartsotis Chief Executive Officer and Director
27 2010 Michael W. Barnes President and Chief Operating Officer and Director 655.6K 100.0K 1.08M 738.6K 364.00 2.59M 70.13%
28 2010 Mark D. Quick Vice Chairman 568.2K 43.1K 638.2K 495.5K 431.3K 4.9K 2.18M 51.98%
29 2010 Jennifer L. Pritchard President, Retail Division 511.0K 39.0K 436.6K 313.7K 390.0K 364.00 1.69M 44.37%
30 2010 Livio Galanti 482.0K 37.5K 404.3K 301.6K 375.0K 1.4K 1.60M 44.07%
31 2010 Mike L. Kovar Executive Vice President, Chief Financial Officer and Treasurer 356.0K 27.0K 305.5K 217.2K 270.0K 5.4K 1.19M 44.06%
32 2010 Kosta N. Kartsotis Chief Executive Officer and Director
33 2009 Michael W. Barnes President and Chief Operating Officer and Director 614.1K 326.6K 325.0K 113.3K 1.76M 18.60%
34 2009 Mark D. Quick Vice Chairman 510.2K 245.0K 210.8K 270.0K 5.0K 1.24M 36.73%
35 2009 Jennifer L. Pritchard President, Retail Division 444.1K 122.5K 168.6K 235.0K 414.00 970.6K 29.99%
36 2009 Mike L. Kovar Executive Vice President, Chief Financial Officer and Treasurer 321.2K 34.0K 42.2K 170.0K 1.0K 577.8K 13.18%
37 2009 Kosta N. Kartsotis Chief Executive Officer and Director
38 2008 Michael W. Barnes President and Chief Operating Officer and Director 629.8K 921.3K 4.6K 2.70M 34.11%
39 2008 Mark D. Quick Vice Chairman 536.9K 552.8K 3.5K 1.57M 35.11%
40 2008 Jennifer L. Pritchard President, Retail Division 425.2K 230.3K 240.6K 414.00 896.5K 52.53%
41 2008 Mike L. Kovar Executive Vice President, Chief Financial Officer and Treasurer 318.0K 63.0K 215.0K 288.7K 4.9K 869.1K 57.95%
42 2008 Kosta N. Kartsotis Chief Executive Officer and Director
43 2007 Jennifer L. Pritchard President, Retail Division 441.2K 112.0K 156.2K 109.2K 7.9K 826.4K 32.11%
44 2002 Mark D. Quick President, Fashion Accessories Division 325.4K 814.5K 52.5K 4.5K 1.14M 75.76%
45 2002 Michael W. Barnes President, International and Special Markets Division and Director 325.4K 814.5K 52.5K 4.3K 1.14M 75.77%
46 2002 Richard H. Gundy President, Watch Division and Director 312.8K 407.3K 52.5K 5.3K 725.4K 63.38%
47 2002 Tom Kartsotis Chairman of the Board and Director 262.5K 262.5K 0.00%
48 2002 Kosta N. Kartsotis President, Chief Executive Officer and Director 255.0K 255.0K 0.00%
49 2001 Richard H. Gundy President, Watch Division and Director 300.0K 4.9K 304.9K 0.00%
50 2001 Mark D. Quick President, Fashion Accessories Division 300.0K 4.3K 304.3K 0.00%
51 2001 Michael W. Barnes President, International and Special Markets Division and Director 300.0K 4.1K 304.1K 0.00%
52 2001 Tom Kartsotis Chairman of the Board and Director 262.5K 12.00 262.5K 0.00%
53 2001 Kosta N. Kartsotis President, Chief Executive Officer and Director 255.0K 18.00 255.0K 0.00%
54 2000 Richard H. Gundy President, Watch Division and Director 259.6K 75.0K 6.4K 266.0K 28.19%
55 2000 Mark D. Quick President, Fashion Accessories Division 257.3K 65.0K 6.0K 263.3K 24.68%
56 2000 Michael W. Barnes President, International and Special Markets Division and Director 257.9K 60.0K 5.0K 262.9K 22.83%
57 2000 Tom Kartsotis Chairman of the Board and Director 262.5K 20.00 262.5K 0.00%
58 2000 Kosta N. Kartsotis President, Chief Executive Officer and Director 255.0K 35.00 255.0K 0.00%
CEO compensation breakdown

Proxy statements

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

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-04 SC 13G/A
2026-04-30 10-K/A
2026-04-27 8-K
2026-04-17 4
2026-04-17 4
2026-04-17 4
2026-04-17 4
2026-03-23 4/A
2026-03-18 4
2026-03-12 10-K

Executive team

NameTitleCompensationGender
Franco Fogliato Chief Executive Officer & Director 3M male
Randy J. Greben Chief Financial Officer 1M male
Melissa Lowenkron Chief Brand Officer 749.8K female
Randy S. Hyne Chief Legal Officer & Corporate Secretary male
Antonio Carriero Chief Digital Information Officer & GM of EMEA male
Shannon Freeze Chief People & Communications Officer female
Joe Martin Chief Commercial Officer male
Laks Lakshmanan Chief Supply Chain Officer male
ESG Rating
B
LUXURY GOODS
2017
E (Environmental)
66.3 / 60.8
Company / Sector avg.
S (Social)
67.1 / 66.7
Company / Sector avg.
G (Governance)
57.4 / 66.4
Company / Sector avg.
ESG Total
63.6 / 64.6
Company / Sector avg.
ESG Score History LUXURY GOODS
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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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend history

Earnings history

Earnings reports

Stock splits