Greif, Inc. (GEF)
Delaware, OH, US
Greif, Inc. is a global enterprise specializing in the production and distribution of industrial packaging products and associated services. Established in 1877 and headquartered in Delaware, Ohio, Greif, Inc. adopted its current name in 2001, having previously operated as Greif Bros. Corporation. Its business operations are structured into three primary segments: Global Industrial Packaging, Paper Packaging & Services, and Land Management. Global Industrial Packaging: This segment is responsible for the manufacturing and global distribution of industrial packaging solutions. Its extensive product range includes drums made from steel, fiber, and plastic; both rigid and flexible intermediate bulk containers (IBCs); specialized closure systems; transit protection items; water bottles; and refurbished or remanufactured industrial containers. Complementing these products, the segment offers various services such as comprehensive container lifecycle management, filling, logistics, warehousing, and other bespoke packaging support. These offerings serve a broad spectrum of industries, including chemicals, paints and pigments, food and beverage, petroleum, industrial coatings, agriculture, pharmaceuticals, and mineral products. A specific focus within this segment involves providing flexible IBCs and related services to the agriculture, construction, and food sectors. Paper Packaging & Services: This segment focuses on the production and sale of paper-based packaging materials. This includes containerboards, corrugated sheets, and finished corrugated containers, as well as other specialized paper products, supplied to clients in the packaging, automotive, food, and building products sectors. The segment also manufactures and sells both coated and uncoated recycled paperboard, along with recycled fiber. Its corrugated products are integral for shipping a diverse array of goods, ranging from household appliances and small machinery to grocery items, automotive components, books, and furniture, among countless other uses. Land Management: Lastly, this segment manages timber resources through harvesting and regeneration activities, and also engages in the sale of timberland and special use properties. As of October 31, 2021, this segment possessed approximately 175,000 acres of timber properties located across the southeastern United States.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.75% | -1.63% | -2.93% | -12.85% | -3.50% | -6.45% | +13.90% | +4.42% | +1.49% | +76.60% | +5,504.42% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 5 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
78.00
+6.4%
|
| Last Quarter | 1 |
78.00
+6.4%
|
| Last Year | 5 |
74.20
+1.2%
|
| All Time | 14 |
74.21
+1.2%
|
-
Revenue growth Packaging & Containers: +2.6%-1.0% Q1'26: -22.6% (vs Q2'25)
-
EPS growth Packaging & Containers: +8.0%+223.3% ★ Q1'26: -73.2% (vs Q2'25)
-
FCF margin FCF growth · Packaging & Containers: +34.6%+3.9% ★ Q1'26: +5.6% (vs Q2'25)
-
EBIT margin Packaging & Containers: +7.0%+4.2% Q1'26: +5.2% (vs Q2'25)
-
ROIC Packaging & Containers: +6.2%+2.5% Q1'26: +4.1% (vs Q2'25)
-
Share dilution Packaging & Containers: +0.2%+0.6% Q1'26: -2.2% (vs Q2'25)
-
Debt / EBITDA Net debt/EBITDA · Packaging & Containers: 0.83×3.56× Q1'26: 2.69× (vs Q2'25)
* 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.
| Metric |
Sep 1997 actual |
Sep 2003 actual |
Sep 2004 actual |
Sep 2005 actual |
Sep 2006 actual |
Sep 2007 actual |
Sep 2008 actual |
Sep 2009 actual |
Sep 2010 actual |
Sep 2011 actual |
Sep 2012 actual |
Sep 2013 actual |
Sep 2015 actual |
Sep 2016 actual |
Sep 2017 actual |
Sep 2018 actual |
Sep 2019 actual |
Sep 2020 actual |
Sep 2021 actual |
Sep 2022 actual |
Sep 2023 actual |
Sep 2024 actual |
Sep 2025 actual |
Sep 2026 4 Rev. Ana. 5 EPS Ana. |
Sep 2027 4 Rev. Ana. 5 EPS Ana. |
Sep 2028 2 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
649.00M
est: 567.21M (+14.4%)
|
1.92B
est: 5.60B (-65.8%)
|
2.21B
est: 1.95B (+13.2%)
|
2.42B
est: 2.21B (+9.8%)
|
2.63B
est: 2.15B (+22.1%)
|
3.32B
est: 2.93B (+13.5%)
|
3.78B
est: 3.54B (+6.7%)
|
2.79B
est: 2.66B (+5.0%)
|
3.46B
est: 3.23B (+7.0%)
|
4.25B
est: 4.30B (-1.2%)
|
4.27B
est: 4.07B (+5.0%)
|
4.35B
est: 4.50B (-3.3%)
|
3.62B
est: 3.65B (-0.8%)
|
3.32B
est: 3.30B (+0.8%)
|
3.64B
est: 3.60B (+1.0%)
|
3.87B
est: 3.91B (-0.9%)
|
4.60B
est: 4.62B (-0.6%)
|
4.52B
est: 4.52B (-0.2%)
|
5.56B
est: 5.46B (+1.7%)
|
6.35B
est: 6.43B (-1.3%)
|
5.22B
est: 5.22B (+0.1%)
|
4.33B
est: 5.44B (-20.3%)
|
4.29B
est: 4.51B (-4.8%)
|
4.25B
4.18B – 4.30B
-5.7% YoY
|
4.35B
4.32B – 4.38B
+2.3% YoY
|
4.40B
4.33B – 4.45B
+1.2% YoY
|
| EBITDA |
12.90M
est: 51.39M (-74.9%)
|
156.42M
est: 98.84M (+58.3%)
|
208.93M
est: 105.76M (+97.6%)
|
288.24M
est: 176.04M (+63.7%)
|
334.35M
est: 187.25M (+78.6%)
|
429.20M
est: 203.69M (+110.7%)
|
467.91M
est: 331.97M (+41.0%)
|
296.95M
est: 213.51M (+39.1%)
|
434.65M
est: 293.60M (+48.0%)
|
497.00M
est: 331.10M (+50.1%)
|
430.80M
est: 253.54M (+69.9%)
|
483.60M
est: 348.19M (+38.9%)
|
324.00M
est: 168.11M (+92.7%)
|
344.30M
est: 211.55M (+62.7%)
|
380.60M
est: 251.18M (+51.5%)
|
478.20M
est: 353.09M (+35.4%)
|
595.00M
est: 328.23M (+81.3%)
|
544.40M
est: 466.11M (+16.8%)
|
805.70M
est: 649.56M (+24.0%)
|
803.50M
est: 612.79M (+31.1%)
|
834.10M
est: 685.65M (+21.7%)
|
534.44M
est: 715.06M (-25.3%)
|
440.29M
est: 592.69M (-25.7%)
|
559.13M
549.71M – 564.81M
-5.7% YoY
|
572.00M
568.06M – 575.95M
+2.3% YoY
|
578.69M
568.95M – 584.57M
+1.2% YoY
|
| EBIT |
32.18M
est: 5.63M (+471.1%)
|
66.65M
est: 68.00M (-2.0%)
|
109.03M
est: 83.21M (+31.0%)
|
166.06M
est: 175.04M (-5.1%)
|
243.86M
est: 189.58M (+28.6%)
|
257.15M
est: 246.16M (+4.5%)
|
373.56M
est: 343.85M (+8.6%)
|
191.92M
est: 224.54M (-14.5%)
|
318.68M
est: 302.15M (+5.5%)
|
316.10M
est: 341.32M (-7.4%)
|
276.10M
est: 262.82M (+5.1%)
|
326.70M
est: 359.90M (-9.2%)
|
189.60M
est: 166.64M (+13.8%)
|
216.60M
est: 219.20M (-1.2%)
|
260.40M
est: 278.11M (-6.4%)
|
354.20M
est: 393.54M (-10.0%)
|
379.90M
est: 371.32M (+2.3%)
|
301.90M
est: 265.09M (+13.9%)
|
571.30M
est: 483.90M (+18.1%)
|
586.90M
est: 450.89M (+30.2%)
|
603.50M
est: 442.63M (+36.3%)
|
307.96M
est: 461.62M (-33.3%)
|
181.85M
est: 382.62M (-52.5%)
|
360.95M
354.87M – 364.62M
-5.7% YoY
|
369.27M
366.72M – 371.81M
+2.3% YoY
|
373.58M
367.29M – 377.38M
+1.2% YoY
|
| Net Income |
18.10M
est: 15.25M (+18.7%)
|
9.50M
est: 10.53M (-9.8%)
|
47.77M
est: 36.42M (+31.2%)
|
104.66M
est: 96.35M (+8.6%)
|
142.12M
est: 109.49M (+29.8%)
|
156.37M
est: 131.33M (+19.1%)
|
234.35M
est: 217.54M (+7.7%)
|
110.65M
est: 126.55M (-12.6%)
|
210.00M
est: 194.92M (+7.7%)
|
176.10M
est: 179.72M (-2.0%)
|
126.10M
est: 115.92M (+8.8%)
|
147.30M
est: 157.31M (-6.4%)
|
71.90M
est: 66.10M (+8.8%)
|
74.90M
est: 71.39M (+4.9%)
|
118.60M
est: 119.18M (-0.5%)
|
209.40M
est: 224.91M (-6.9%)
|
171.00M
est: 157.00M (+8.9%)
|
108.80M
est: 96.77M (+12.4%)
|
390.70M
est: 323.11M (+20.9%)
|
376.70M
est: 277.59M (+35.7%)
|
359.20M
est: 269.70M (+33.2%)
|
265.96M
est: 201.93M (+31.7%)
|
840.00M
est: 153.87M (+445.9%)
|
184.21M
175.14M – 193.28M
+19.7% YoY
|
214.12M
207.59M – 220.65M
+16.2% YoY
|
218.96M
199.92M – 238.00M
+2.3% YoY
|
| SGA |
78.70M
est: 92.27M (-14.7%)
|
228.12M
est: 281.78M (-19.0%)
|
218.82M
est: 164.75M (+32.8%)
|
224.73M
est: 196.65M (+14.3%)
|
259.12M
est: 199.82M (+29.7%)
|
313.38M
est: 261.32M (+19.9%)
|
339.16M
est: 314.93M (+7.7%)
|
267.59M
est: 254.24M (+5.3%)
|
363.00M
est: 337.37M (+7.6%)
|
448.40M
est: 450.09M (-0.4%)
|
469.40M
est: 447.37M (+4.9%)
|
477.30M
est: 506.75M (-5.8%)
|
413.20M
est: 337.20M (+22.5%)
|
376.80M
est: 349.90M (+7.7%)
|
407.50M
est: 419.11M (-2.8%)
|
399.20M
est: 434.21M (-8.1%)
|
507.40M
est: 474.96M (+6.8%)
|
516.00M
est: 450.24M (+14.6%)
|
565.90M
est: 464.53M (+21.8%)
|
581.00M
est: 470.08M (+23.6%)
|
—
est: 361.32M (-100.0%)
|
—
est: 376.82M (-100.0%)
|
656.62M
est: 312.33M (+110.2%)
|
294.65M
289.68M – 297.64M
-5.7% YoY
|
301.43M
299.35M – 303.51M
+2.3% YoY
|
304.95M
299.82M – 308.05M
+1.2% YoY
|
| EPS |
0.39
est: 0.29 (+36.8%)
|
0.17
est: 0.81 (-78.9%)
|
0.85
est: 0.88 (-3.4%)
|
1.82
est: 1.42 (+28.2%)
|
2.46
est: 1.44 (+70.8%)
|
2.69
est: 2.53 (+6.5%)
|
4.16
est: 3.62 (+14.9%)
|
1.91
est: 3.02 (-36.8%)
|
4.46
est: 3.78 (+18.0%)
|
3.73
est: 3.88 (-3.9%)
|
2.50
est: 2.44 (+2.5%)
|
3.05
est: 3.10 (-1.6%)
|
1.50
est: 1.92 (-21.7%)
|
1.57
est: 2.46 (-36.1%)
|
2.48
est: 2.85 (-13.1%)
|
4.37
est: 3.63 (+20.5%)
|
3.55
est: 3.80 (-6.6%)
|
2.25
est: 3.16 (-28.7%)
|
8.05
est: 5.16 (+56.0%)
|
7.81
est: 7.99 (-2.3%)
|
7.63
est: 5.75 (+32.7%)
|
4.66
est: 4.22 (+10.5%)
|
15.05
est: 3.22 (+367.0%)
|
3.88
3.68 – 4.06
+20.4% YoY
|
4.50
4.36 – 4.64
+15.9% YoY
|
4.60
4.20 – 5.00
+2.3% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-04 | Truist Securities | Hold | Hold | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | A | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-27 | A | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-26 | A | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-22 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-21 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-20 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-19 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-18 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-15 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-05-14 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-05-13 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-05-12 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-05-11 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-05-08 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-05-07 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-05-06 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-05-05 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-05-04 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-05-01 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-30 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-29 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-28 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-27 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-24 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-23 | A | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-22 | A | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-21 | A | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-20 | A | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-17 | A | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-16 | A | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 4/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group - 23-1945930 | 3.17M | 11.96% | — | 29.4K | 3.12M | 51.8K | IA | — | 2022-02-10 | ↗ |
| 2 | Lord, Abbett & Co. LLC | 3.14M | 12.56% | 2.86M | — | 3.14M | — | IA | Delaware | 2012-02-14 | ↗ |
| 3 | Nicholas J. Petitti | 2.98M | 13.60% | 2.0K | — | 2.0K | — | IN | — | 2022-03-01 | ↗ |
| 4 | 2021 Amended and Restated Revocable (now Irrevocable) Trust Created by Judith D. Hook | 2.32M | 10.50% | 2.0K | — | 2.0K | — | OO | — | 2022-03-01 | ↗ |
| 5 | (1) BlackRock, Inc. | 2.00M | 7.80% | 1.88M | — | 2.00M | — | HC | Delaware | 2015-01-26 | ↗ |
| 6 | Wellington Management Company LLP | 1.84M | 7.09% | — | 1.43M | — | — | IA | Massachusetts | 2019-02-12 | ↗ |
| 7 | (. | 1.80M | 6.97% | 1.75M | — | 1.80M | — | IA | Delaware Limited Partnership | 2017-02-09 | ↗ |
| 8 | 23-2772200 | 1.50M | 5.85% | 942.0K | — | 1.50M | — | IA | State of Delaware | 2023-02-10 | ↗ |
| 9 | Abigail P. Johnson | 1.41M | 5.50% | — | — | 1.41M | — | IN | United States of America | 2023-02-09 | ↗ |
| 10 | FMR LLC | 1.41M | 5.50% | 1.40M | — | 1.41M | — | HC | Delaware | 2023-02-09 | ↗ |
| 11 | Fuller & Thaler Asset Management, Inc. | 1.38M | 5.19% | 1.35M | — | 1.38M | — | IA | California | 2022-02-08 | ↗ |
| 12 | McAlpin | 1.27M | 5.60% | 1.27M | — | 1.27M | 10.00 | IN | Citizen of the United States of America | 2009-06-01 | ↗ |
| 13 | CRAMER ROSENTHAL MCGLYNN LLC13-3977282 | 1.22M | 5.00% | 1.16M | — | 1.22M | — | IA | NEW YORK | 2011-02-11 | ↗ |
| 14 | 04-2683227 | 1.03M | 4.28% | — | 862.2K | — | — | IA | Massachusetts | 2009-02-17 | ↗ |
| 15 | 52-2343049 | 966.7K | 3.76% | 966.7K | — | 966.7K | — | IA | New York | 2016-02-03 | ↗ |
| 16 | Bank of America Corporation 56-0906609 | 708.6K | 6.47% | 708.6K | 708.6K | 708.6K | 708.6K | HC | Delaware | 2005-02-11 | ↗ |
| 17 | Fleet National Bank 04-2472499 | 708.6K | 6.47% | 622.2K | 622.2K | 622.2K | 622.2K | BK | States | 2005-02-11 | ↗ |
| 18 | Columbia Management Advisors, Inc. 93-1234220 | 619.8K | 5.66% | — | — | — | — | CO | Oregon | 2005-02-11 | ↗ |
| 19 | Bleichroeder Advisers, LLC, #57-1156902 | 335.0K | 3.10% | 335.0K | — | 335.0K | — | IA | Delaware | 2005-02-15 | ↗ |
| 20 | Raymond James & Associates, Inc. | 240.2K | 0.61% | — | — | 240.2K | — | IA | Florida | 2020-02-12 | ↗ |
| 21 | Bank of America, NA 86-0645265 | 2.0K | 0.02% | — | — | — | — | BK | States | 2005-02-11 | ↗ |
| 22 | NB Holdings Corporation 56-1857749 | 2.0K | 0.02% | — | — | — | — | HC | Delaware | 2005-02-11 | ↗ |
| 23 | Wellington Group Holdings LLP | 330.00 | 0.00% | — | 330.00 | — | — | HC | Massachusetts | 2020-01-27 | ↗ |
| 24 | Wellington Investment Advisors Holdings LLP | 330.00 | 0.00% | — | 330.00 | — | — | HC | Massachusetts | 2020-01-27 | ↗ |
| 25 | Wellington Management Group LLP | 330.00 | 0.00% | — | 330.00 | — | — | HC | Massachusetts | 2020-01-27 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 3.22M -40.2K (-1.2%) | 217.93M +23.2M (+11.9%) | 5.58% -0.022 pp | 0.00% +0.000 pp | USD62.59 +8.2% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 3.04M +121.7K (+4.2%) | 205.90M +31.4M (+18.0%) | 5.28% +0.254 pp | 0.00% +0.000 pp | USD51.33 +31.9% | 84 qtrs — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1.98M +8.9K (+0.5%) | 133.88M +16.2M (+13.8%) | 3.43% +0.044 pp | 0.03% +0.003 pp | USD43.83 +54.5% | 51 qtrs — |
| 4 | FULLER & THALER ASSET MANAGEMENT, INC. | 1.28M -82.2K (-6.0%) | 86.51M +5.2M (+6.4%) | 2.22% -0.123 pp | 0.29% +0.016 pp | USD47.52 +42.5% | 26 qtrs — |
| 5 | AQR CAPITAL MANAGEMENT LLC | 1.04M +103.4K (+11.1%) | 70.08M +15.3M (+27.9%) | 1.80% +0.193 pp | 0.04% +0.002 pp | USD58.49 +15.7% | 41 qtrs — |
| 6 | STATE STREET CORP | 940.5K -15.9K (-1.7%) | 64.20M +6.5M (+11.3%) | 1.63% -0.014 pp | 0.00% +0.000 pp | USD51.32 +31.9% | 51 qtrs — |
| 7 | THRIVENT FINANCIAL FOR LUTHERANS | 899.1K +3.8K (+0.4%) | 60.87M +7.4M (+13.8%) | 1.56% +0.020 pp | 0.11% +0.003 pp | USD61.84 +9.5% | 37 qtrs — |
| 8 | DEPRINCE RACE & ZOLLO INC | 837.7K +79.8K (+10.5%) | 56.72M +11.4M (+25.2%) | 1.45% +0.150 pp | 1.09% +0.177 pp | USD61.02 +10.9% | 5 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 693.7K +1.1K (+0.2%) | 46.97M +5.6M (+13.5%) | 1.20% +0.012 pp | 0.00% +0.000 pp | USD52.08 +30.0% | 78 qtrs — |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 567.3K +1.5K (+0.3%) | 38.41M +4.6M (+13.6%) | 0.98% +0.011 pp | 0.01% +0.001 pp | USD52.74 +28.4% | 100 qtrs — |
| 11 | GAMCO INVESTORS, INC. ET AL | 445.2K -26.9K (-5.7%) | 30.14M +1.9M (+6.8%) | 0.77% -0.040 pp | 0.29% +0.016 pp | USD52.17 +29.8% | 64 qtrs — |
| 12 | GABELLI FUNDS LLC | 379.7K +— (+0.0%) | 25.70M +3.0M (+13.3%) | 0.66% +0.006 pp | 0.17% +0.020 pp | USD51.85 +30.6% | 64 qtrs — |
| 13 | MEDINA VALUE PARTNERS, LLC | 377.8K +5.5K (+1.5%) | 25.58M +3.3M (+15.0%) | 0.66% +0.015 pp | 5.98% +0.779 pp | USD57.18 +18.4% | 6 qtrs — |
| 14 | GOLDMAN SACHS GROUP INC | 368.0K -39.6K (-9.7%) | 24.91M +556.1K (+2.3%) | 0.64% -0.063 pp | 0.00% +0.000 pp | USD61.41 +10.2% | 73 qtrs — |
| 15 | BANK OF NEW YORK MELLON CORP | 335.0K -11.9K (-3.4%) | 22.68M +1.9M (+9.4%) | 0.58% -0.016 pp | 0.00% +0.000 pp | USD51.61 +31.2% | 66 qtrs — |
| 16 | AMERICAN CENTURY COMPANIES INC | 335.0K +263.0K (+365.2%) | 22.68M +18.4M (+427.0%) | 0.58% +0.457 pp | 0.01% +0.009 pp | USD65.70 +3.0% | 14 qtrs — |
| 17 | INVESCO LTD. | 326.0K +177.2K (+119.1%) | 22.07M +13.2M (+148.2%) | 0.57% +0.310 pp | 0.00% +0.002 pp | USD63.49 +6.6% | 57 qtrs — |
| 18 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 317.5K -11.6K (-3.5%) | 21.49M +1.8M (+9.3%) | 0.55% -0.015 pp | 0.51% +0.029 pp | USD64.93 +4.3% | 9 qtrs — |
| 19 | AMERIPRISE FINANCIAL INC | 298.7K -225.9K (-43.1%) | 20.23M -11.1M (-35.5%) | 0.52% -0.384 pp | 0.00% -0.003 pp | USD49.73 +36.1% | 55 qtrs — |
| 20 | NORTHERN TRUST CORP | 295.0K -18.1K (-5.8%) | 19.97M +1.3M (+6.7%) | 0.51% -0.027 pp | 0.00% +0.000 pp | USD47.66 +42.0% | 51 qtrs — |
| 21 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 285.1K -29.5K (-9.4%) | 19.30M +499.3K (+2.7%) | 0.49% -0.047 pp | 0.05% +0.005 pp | USD63.45 +6.7% | 19 qtrs — |
| 22 | UBS GROUP AG | 242.0K +104.0K (+75.3%) | 16.38M +8.1M (+98.6%) | 0.42% +0.182 pp | 0.00% +0.001 pp | USD64.62 +4.8% | 45 qtrs — |
| 23 | VICTORY CAPITAL MANAGEMENT INC | 235.0K +11.8K (+5.3%) | 15.91M +2.6M (+19.3%) | 0.41% +0.024 pp | 0.01% +0.001 pp | USD62.80 +7.8% | 34 qtrs — |
| 24 | JPMORGAN CHASE & CO | 233.4K -100.1K (-30.0%) | 15.80M -4.1M (-20.7%) | 0.40% -0.169 pp | 0.00% 0.000 pp | USD59.75 +13.3% | 41 qtrs — |
| 25 | BANK OF AMERICA CORP /DE/ | 231.5K +24.0K (+11.6%) | 15.67M +3.3M (+26.4%) | 0.40% +0.045 pp | 0.00% +0.000 pp | USD60.67 +11.6% | 52 qtrs — |
| 26 | RUSSELL INVESTMENTS GROUP, LTD. | 211.2K +28.6K (+15.7%) | 14.30M +3.4M (+31.0%) | 0.37% +0.052 pp | 0.02% +0.003 pp | USD62.11 +9.0% | 8 qtrs — |
| 27 | PRIVATE MANAGEMENT GROUP INC | 198.6K -3.2K (-1.6%) | 13.45M +1.4M (+11.5%) | 0.34% -0.003 pp | 0.39% +0.032 pp | USD32.98 +105.3% | 25 qtrs — |
| 28 | WELLINGTON MANAGEMENT GROUP LLP | 195.4K -14.6K (-7.0%) | 13.23M +677.1K (+5.4%) | 0.34% -0.022 pp | 0.00% +0.000 pp | USD63.65 +6.4% | 8 qtrs — |
| 29 | MORGAN STANLEY | 183.9K -5.9K (-3.1%) | 12.45M +1.1M (+9.8%) | 0.32% -0.007 pp | 0.00% +0.000 pp | USD62.02 +9.2% | 51 qtrs — |
| 30 | EVR RESEARCH LP | 175.0K +175.0K (+100.0%) | 11.85M +11.8M (+100.0%) | 0.30% +0.304 pp | 6.39% +6.393 pp | USD67.70 +0.0% | 1 qtrs NEW |
| 31 | LSV ASSET MANAGEMENT | 146.9K -217.5K (-59.7%) | 9.95M -11.8M (-54.3%) | 0.25% -0.372 pp | 0.02% -0.026 pp | USD37.82 +79.0% | 40 qtrs — |
| 32 | ENVESTNET ASSET MANAGEMENT INC | 142.4K -2.1K (-1.5%) | 9.64M +1.0M (+11.6%) | 0.25% -0.002 pp | 0.00% +0.000 pp | USD59.78 +13.2% | 21 qtrs — |
| 33 | NEW YORK STATE COMMON RETIREMENT FUND | 128.0K +5.6K (+4.6%) | 8.67M +1.4M (+18.5%) | 0.22% +0.012 pp | 0.01% +0.002 pp | USD58.34 +16.0% | 79 qtrs — |
| 34 | CAMBRIA INVESTMENT MANAGEMENT, L.P. | 123.4K -18.7K (-13.1%) | 8.35M -135.8K (-1.6%) | 0.21% -0.030 pp | 0.49% +0.001 pp | USD64.99 +4.2% | 16 qtrs — |
| 35 | DENALI ADVISORS LLC | 116.0K -1.5K (-1.3%) | 7.85M +832.8K (+11.9%) | 0.20% -0.001 pp | 0.87% +0.078 pp | USD51.27 +32.0% | 27 qtrs — |
| 36 | ALLIANZ ASSET MANAGEMENT GMBH | 87.6K -16.0K (-15.5%) | 5.93M -261.6K (-4.2%) | 0.15% -0.026 pp | 0.01% -0.001 pp | USD64.40 +5.1% | 8 qtrs — |
| 37 | FIRST TRUST ADVISORS LP | 86.1K +10.0K (+13.1%) | 5.83M +1.3M (+28.2%) | 0.15% +0.018 pp | 0.00% +0.001 pp | USD64.47 +5.0% | 51 qtrs — |
| 38 | PRINCIPAL FINANCIAL GROUP INC | 85.9K +7.7K (+9.8%) | 5.81M +1.1M (+24.4%) | 0.15% +0.015 pp | 0.00% +0.001 pp | USD54.48 +24.3% | 70 qtrs — |
| 39 | RHUMBLINE ADVISERS | 83.6K -7.8K (-8.6%) | 5.66M +195.7K (+3.6%) | 0.15% -0.012 pp | 0.00% +0.000 pp | USD48.40 +39.9% | 55 qtrs — |
| 40 | BARCLAYS PLC | 71.4K -13.8K (-16.2%) | 4.84M -504.9K (-9.5%) | 0.12% -0.023 pp | 0.00% 0.000 pp | USD62.40 +8.5% | 51 qtrs — |
| 41 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 67.3K -70.5K (-51.2%) | 4.56M -3.7M (-44.6%) | 0.12% -0.120 pp | 0.01% -0.006 pp | USD61.57 +10.0% | 5 qtrs — |
| 42 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 64.7K -2.4K (-3.6%) | 4.38M +370.4K (+9.2%) | 0.11% -0.003 pp | 0.03% +0.002 pp | USD64.57 +4.8% | 17 qtrs — |
| 43 | SOVEREIGN'S CAPITAL MANAGEMENT, LLC | 62.7K -4.4K (-6.5%) | 4.24M +235.6K (+5.9%) | 0.11% -0.007 pp | 2.57% +0.399 pp | USD60.08 +12.7% | 5 qtrs — |
| 44 | TWO SIGMA INVESTMENTS, LP | 60.7K -10.7K (-15.0%) | 4.11M -156.5K (-3.7%) | 0.11% -0.018 pp | 0.01% -0.001 pp | USD59.72 +13.4% | 6 qtrs — |
| 45 | SWEDBANK AB | 59.9K +6.3K (+11.8%) | 4.06M +852.1K (+26.6%) | 0.10% +0.012 pp | 0.00% +0.001 pp | USD60.60 +11.7% | 2 qtrs — |
| 46 | UBS ASSET MANAGEMENT AMERICAS INC | 59.6K +866.0 (+1.5%) | 4.04M +525.1K (+15.0%) | 0.10% +0.002 pp | 0.00% +0.000 pp | USD57.21 +18.3% | 54 qtrs — |
| 47 | STIFEL FINANCIAL CORP | 57.6K +398.0 (+0.7%) | 3.90M +481.0K (+14.1%) | 0.10% +0.002 pp | 0.00% +0.000 pp | USD63.37 +6.8% | 20 qtrs — |
| 48 | FMR LLC | 55.6K +1.2K (+2.3%) | 3.77M +515.1K (+15.8%) | 0.10% +0.003 pp | 0.00% +0.000 pp | USD63.56 +6.5% | 38 qtrs — |
| 49 | NUVEEN, LLC | 55.6K -1.7K (-2.9%) | 3.76M +340.8K (+10.0%) | 0.10% -0.002 pp | 0.00% +0.000 pp | USD54.99 +23.1% | 4 qtrs — |
| 50 | CITADEL ADVISORS LLC | 52.6K +38.0K (+260.0%) | 3.56M +2.7M (+307.8%) | 0.09% +0.066 pp | 0.00% +0.000 pp | USD66.48 +1.8% | 35 qtrs — |
| 51 | CAPTION MANAGEMENT, LLC | 50.0K +10.0K (+25.0%) | 3.39M +994.6K (+41.6%) | 0.09% +0.018 pp | 0.02% +0.005 pp | USD61.35 +10.4% | 2 qtrs — |
| 52 | SWISS NATIONAL BANK | 49.1K +900.0 (+1.9%) | 3.32M +443.6K (+15.4%) | 0.09% +0.002 pp | 0.00% +0.000 pp | USD48.95 +38.3% | 51 qtrs — |
| 53 | ALLIANCEBERNSTEIN L.P. | 47.1K -749.0 (-1.6%) | 3.19M +329.5K (+11.5%) | 0.08% -0.001 pp | 0.00% +0.000 pp | USD50.18 +34.9% | 61 qtrs — |
| 54 | JANE STREET GROUP, LLC | 45.9K +18.4K (+66.9%) | 3.10M +1.5M (+89.1%) | 0.08% +0.032 pp | 0.00% +0.000 pp | USD63.84 +6.0% | 20 qtrs — |
| 55 | CREATIVE PLANNING | 45.7K +28.2K (+160.8%) | 3.09M +2.0M (+195.4%) | 0.08% +0.049 pp | 0.00% +0.001 pp | USD65.83 +2.8% | 18 qtrs — |
| 56 | CI PRIVATE WEALTH, LLC | 43.7K -18.9K (-30.2%) | 2.96M -783.5K (-20.9%) | 0.08% -0.032 pp | 0.00% -0.002 pp | USD64.81 +4.5% | 13 qtrs — |
| 57 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 41.6K -70.0 (-0.2%) | 2.82M +327.0K (+13.1%) | 0.07% +0.001 pp | 0.01% +0.001 pp | USD51.95 +30.3% | 51 qtrs — |
| 58 | LEGAL & GENERAL GROUP PLC | 40.4K -226.0 (-0.6%) | 2.73M +307.1K (+12.7%) | 0.07% +0.000 pp | 0.00% +0.000 pp | USD46.87 +44.4% | 61 qtrs — |
| 59 | PRUDENTIAL FINANCIAL INC | 39.9K -1.8K (-4.2%) | 2.70M +211.3K (+8.5%) | 0.07% -0.002 pp | 0.00% +0.000 pp | USD62.45 +8.4% | 80 qtrs — |
| 60 | WELLS FARGO & COMPANY/MN | 35.2K +9.1K (+35.1%) | 2.38M +824.9K (+53.0%) | 0.06% +0.016 pp | 0.00% +0.000 pp | USD58.42 +15.9% | 57 qtrs — |
| 61 | RETIREMENT SYSTEMS OF ALABAMA | 31.4K -183.0 (-0.6%) | 2.13M +238.5K (+12.6%) | 0.05% +0.000 pp | 0.01% +0.001 pp | USD63.69 +6.3% | 52 qtrs — |
| 62 | XTX TOPCO LTD | 30.7K +30.7K (+100.0%) | 2.08M +2.1M (+100.0%) | 0.05% +0.053 pp | 0.05% +0.055 pp | USD67.70 +0.0% | 14 qtrs — |
| 63 | MML INVESTORS SERVICES, LLC | 30.0K +2.6K (+9.4%) | 2.03M +392.7K (+24.0%) | 0.05% +0.005 pp | 0.00% +0.001 pp | USD59.61 +13.6% | 7 qtrs — |
| 64 | QUANTINNO CAPITAL MANAGEMENT LP | 27.3K +5.5K (+25.1%) | 1.85M +544.6K (+41.7%) | 0.05% +0.010 pp | 0.00% +0.000 pp | USD61.78 +9.6% | 5 qtrs — |
| 65 | METLIFE INVESTMENT MANAGEMENT, LLC | 26.5K -1.3K (-4.8%) | 1.80M +131.4K (+7.9%) | 0.05% -0.002 pp | 0.01% +0.001 pp | USD61.16 +10.7% | 33 qtrs — |
| 66 | COMERICA BANK | 26.4K +3.8K (+16.7%) | 1.79M +434.6K (+32.2%) | 0.05% +0.007 pp | 0.01% +0.002 pp | USD66.34 +2.1% | 10 qtrs — |
| 67 | NEW AGE ALPHA ADVISORS, LLC | 26.0K +22.5K (+631.5%) | 1.76M +1.6M (+728.7%) | 0.05% +0.039 pp | 0.08% +0.067 pp | USD67.33 +0.5% | 3 qtrs — |
| 68 | PRICE T ROWE ASSOCIATES INC /MD/ | 25.3K +1.1K (+4.5%) | 1.72M +266.0K (+18.4%) | 0.04% +0.002 pp | 0.00% +0.000 pp | USD53.50 +26.5% | 75 qtrs — |
| 69 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25.3K +7.6K (+42.9%) | 1.71M +655.1K (+61.9%) | 0.04% +0.013 pp | 0.00% +0.000 pp | USD62.13 +9.0% | 28 qtrs — |
| 70 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 25.1K -1.3K (-4.8%) | 1.70M +123.7K (+7.9%) | 0.04% -0.002 pp | 0.00% +0.000 pp | USD49.48 +36.8% | 51 qtrs — |
| 71 | WEDGE CAPITAL MANAGEMENT L L P/NC | 23.9K +464.0 (+2.0%) | 1.62M +217.5K (+15.5%) | 0.04% +0.001 pp | 0.03% +0.005 pp | USD63.26 +7.0% | 11 qtrs — |
| 72 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 23.6K +880.0 (+3.9%) | 1.60M +240.1K (+17.7%) | 0.04% +0.002 pp | 0.00% +0.000 pp | USD50.88 +33.1% | 52 qtrs — |
| 73 | VIRGINIA RETIREMENT SYSTEMS ET AL | 23.6K +1.5K (+6.8%) | 1.60M +276.9K (+21.0%) | 0.04% +0.003 pp | 0.01% +0.001 pp | USD56.49 +19.8% | 4 qtrs — |
| 74 | LPL FINANCIAL LLC | 22.5K +4.6K (+25.9%) | 1.52M +454.6K (+42.6%) | 0.04% +0.008 pp | 0.00% +0.000 pp | USD62.48 +8.4% | 13 qtrs — |
| 75 | TWELVE POINTS WEALTH MANAGEMENT LLC | 20.9K -13.6K (-39.4%) | 1.50M -555.4K (-27.0%) | 0.04% -0.023 pp | 0.34% -0.175 pp | USD61.95 +9.3% | 17 qtrs — |
| 76 | BAIRD FINANCIAL GROUP, INC. | 21.8K +81.0 (+0.4%) | 1.48M +177.8K (+13.7%) | 0.04% +0.001 pp | 0.00% +0.000 pp | USD55.82 +21.3% | 32 qtrs — |
| 77 | DEUTSCHE BANK AG\ | 21.6K +942.0 (+4.6%) | 1.47M +228.2K (+18.4%) | 0.04% +0.002 pp | 0.00% +0.000 pp | USD63.00 +7.5% | 50 qtrs — |
| 78 | LEVEL FOUR ADVISORY SERVICES, LLC | 20.8K -587.0 (-2.7%) | 1.41M +130.1K (+10.2%) | 0.04% -0.001 pp | 0.05% +0.002 pp | USD59.36 +14.0% | 7 qtrs — |
| 79 | WESBANCO BANK INC | 18.8K +9.0K (+91.5%) | 1.28M +687.4K (+116.9%) | 0.03% +0.016 pp | 0.04% +0.019 pp | USD68.01 -0.5% | 13 qtrs — |
| 80 | RAYMOND JAMES FINANCIAL INC | 18.0K -2.6K (-12.5%) | 1.22M -10.9K (-0.9%) | 0.03% -0.004 pp | 0.00% +0.000 pp | USD62.00 +9.2% | 5 qtrs — |
| 81 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 18.0K +— (+0.0%) | 1.22M +142.8K (+13.3%) | 0.03% +0.000 pp | 0.02% +0.002 pp | USD64.99 +4.2% | 3 qtrs — |
| 82 | CITIGROUP INC | 16.8K +5.3K (+45.6%) | 1.14M +448.2K (+64.9%) | 0.03% +0.009 pp | 0.00% +0.000 pp | USD62.69 +8.0% | 55 qtrs — |
| 83 | ADVISOR GROUP HOLDINGS, INC. | 16.2K +125.0 (+0.8%) | 1.10M +134.3K (+14.0%) | 0.03% +0.001 pp | 0.00% +0.000 pp | USD60.30 +12.3% | 24 qtrs — |
| 84 | KLP KAPITALFORVALTNING AS | 16.0K +11.1K (+226.5%) | 1.09M +795.7K (+269.6%) | 0.03% +0.019 pp | 0.00% +0.003 pp | USD65.68 +3.1% | 5 qtrs — |
| 85 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 15.6K +— (+0.0%) | 1.06M +133.0K (+14.4%) | 0.03% +0.000 pp | 0.00% +0.001 pp | USD56.41 +20.0% | 49 qtrs — |
| 86 | TRUIST FINANCIAL CORP | 15.4K -20.0 (-0.1%) | 1.04M +120.8K (+13.1%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD58.42 +15.9% | 7 qtrs — |
| 87 | CERITY PARTNERS LLC | 14.9K +2.1K (+16.1%) | 1.01M +242.7K (+31.6%) | 0.03% +0.004 pp | 0.00% +0.000 pp | USD63.84 +6.0% | 8 qtrs — |
| 88 | ATOM INVESTORS LP | 14.7K -1.0 (0.0%) | 995.5K +116.7K (+13.3%) | 0.03% +0.000 pp | 0.08% +0.012 pp | USD56.24 +20.4% | 4 qtrs — |
| 89 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 13.4K +114.0 (+0.9%) | 907.0K +114.0K (+14.4%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD61.20 +10.6% | 17 qtrs — |
| 90 | VIDENT ADVISORY, LLC | 13.0K +13.0K (+100.0%) | 879.2K +879.2K (+100.0%) | 0.02% +0.023 pp | 0.01% +0.008 pp | USD67.70 +0.0% | 1 qtrs NEW |
| 91 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 12.9K +12.9K (+100.0%) | 872.6K +872.6K (+100.0%) | 0.02% +0.022 pp | 0.00% +0.001 pp | USD67.70 +0.0% | 3 qtrs — |
| 92 | JANNEY MONTGOMERY SCOTT LLC | 12.2K -337.0 (-2.7%) | 828.0K +77.0K (+10.3%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD59.78 +13.2% | 23 qtrs — |
| 93 | JANUS HENDERSON GROUP PLC | 11.8K +— (+0.0%) | 799.1K +94.0K (+13.3%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD63.39 +6.8% | 17 qtrs — |
| 94 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11.8K +25.0 (+0.2%) | 799.0K +95.2K (+13.5%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD57.16 +18.4% | 7 qtrs — |
| 95 | RBF CAPITAL, LLC | 11.8K +— (+0.0%) | 798.9K +93.7K (+13.3%) | 0.02% +0.000 pp | 0.04% +0.004 pp | USD60.74 +11.5% | 17 qtrs — |
| 96 | HORIZON INVESTMENTS, LLC | 11.5K -3.5K (-23.1%) | 780.5K -114.9K (-12.8%) | 0.02% -0.006 pp | 0.01% -0.002 pp | USD62.81 +7.8% | 3 qtrs — |
| 97 | FIRST CITIZENS BANK & TRUST CO | 11.5K -167.0 (-1.4%) | 779.3K +81.4K (+11.7%) | 0.02% 0.000 pp | 0.02% +0.001 pp | USD64.51 +4.9% | 3 qtrs — |
| 98 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 11.4K -144.0 (-1.2%) | 772.3K +82.0K (+11.9%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD63.87 +6.0% | 6 qtrs — |
| 99 | ONEASCENT FINANCIAL SERVICES LLC | 11.1K +— (+0.0%) | 748.1K +87.7K (+13.3%) | 0.02% +0.000 pp | 0.07% +0.009 pp | USD54.99 +23.1% | 4 qtrs — |
| 100 | AMALGAMATED BANK | 11.0K -479.0 (-4.2%) | 744.0K +58.0K (+8.5%) | 0.02% -0.001 pp | 0.01% +0.001 pp | USD60.59 +11.7% | 19 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Invesco S&P MidCap Value with Momentum ETF XMVM | 1.60% | 7.72M | 0.41% |
| 2 | Sovereign's Capital Flourish Fund SOVF | 1.42% | 1.59M | 0.75% |
| 3 | Invesco S&P MidCap 400 Pure Value ETF RFV | 1.19% | 3.87M | 0.35% |
| 4 | VictoryShares US Small Cap High Div Volatility Wtd ETF CSB | 1.18% | 3.12M | 0.40% |
| 5 | Cambria Shareholder Yield ETF SYLD | 1.01% | 9.59M | 0.59% |
| 6 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS | 0.74% | 2.92M | 0.38% |
| 7 | VictoryShares US Small Mid Cap Value Momentum ETF USVM | 0.62% | 10.78M | 0.29% |
| 8 | Hartford Multifactor Small Cap ETF ROSC | 0.52% | 315.8K | 0.34% |
| 9 | iShares US Small Cap Value Factor ETF SVAL | 0.37% | 730.7K | 0.20% |
| 10 | Timothy Plan US Small Cap Core ETF TPSC | 0.34% | 1.11M | 0.52% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | Bergwall Timothy | Officer | S-Sale | D | Class A Common Stock | 2,000 | 67.66 | 135.3K | 67,832 | D | ↗ |
| 2026-05-01 | ROSE B ANDREW | Director | A-Award | A | Phantom Stock Units (Cash Only Rights) | 402 | 0.00 | — | 3,313 | D | ↗ |
| 2026-05-01 | Morrison Karen | Director | A-Award | A | Phantom Stock Units (Cash Only Rights) | 402 | 0.00 | — | 3,004 | D | ↗ |
| 2026-04-10 | Bergwall Timothy | Officer | S-Sale | D | Class A Common Stock | 2,000 | 70.42 | 140.8K | 69,832 | D | ↗ |
| 2026-03-10 | Bergwall Timothy | Officer | S-Sale | D | Class A Common Stock | 2,000 | 67.49 | 135.0K | 71,832 | D | ↗ |
| 2026-03-02 | Sathyanarayanan Bala | Officer | S-Sale | D | Class A Common Stock | 8,524 | 71.99 | 613.6K | 22,469 | D | ↗ |
| 2026-02-27 | Sathyanarayanan Bala | Officer | S-Sale | D | Class A Common Stock | 3,083 | 72.83 | 224.5K | 30,993 | D | ↗ |
| 2026-02-23 | Scott Kimberly Thompson | Director | A-Award | A | Class A Common Stock | 2,143 | 0.00 | — | 11,543 | D | ↗ |
| 2026-02-23 | ROSE B ANDREW | Director | A-Award | A | Phantom Stock Units (Cash Only Rights) | 295 | 0.00 | — | 2,887 | D | ↗ |
| 2026-02-23 | Patterson Robert M | Director | A-Award | A | Class A Common Stock | 2,143 | 0.00 | — | 30,993 | D | ↗ |
| 2026-02-23 | Morrison Karen | Director | A-Award | A | Phantom Stock Units (Cash Only Rights) | 161 | 0.00 | — | 2,580 | D | ↗ |
| 2026-02-23 | Miller Frank Calhoun V | Director | A-Award | A | Class A Common Stock | 2,143 | 0.00 | — | 9,074 | D | ↗ |
| 2026-02-23 | MCNAMARA JOHN W | Director | A-Award | A | Class A Common Stock | 2,143 | 0.00 | — | 42,181 | D | ↗ |
| 2026-02-23 | Evanko Jillian C. | Director | A-Award | A | Class A Common Stock | 2,143 | 0.00 | — | 6,276 | D | ↗ |
| 2026-02-23 | Emkes Mark A | Director | A-Award | A | Class A Common Stock | 2,143 | 0.00 | — | 37,146 | D | ↗ |
| 2026-02-23 | Edwards Bruce A | Director | A-Award | A | Class A Common Stock | 2,143 | 0.00 | — | 58,720 | D | ↗ |
| 2026-02-13 | Sathyanarayanan Bala | Officer | S-Sale | D | Class A Common Stock | 2,731 | 76.67 | 209.4K | 34,076 | D | ↗ |
| 2026-02-10 | Bergwall Timothy | Officer | S-Sale | D | Class A Common Stock | 2,000 | 74.11 | 148.2K | 73,832 | D | ↗ |
| 2026-02-09 | Sathyanarayanan Bala | Officer | P-Purchase | A | Class B Common Stock | 1,000 | 87.99 | 88.0K | 8,549 | D | ↗ |
| 2026-02-05 | Sathyanarayanan Bala | Officer | S-Sale | D | Class A Common Stock | 10,838 | 74.90 | 811.8K | 36,807 | D | ↗ |
| 2026-02-05 | Leahy Matthew B. | Officer | S-Sale | D | Class A Common Stock | 1,300 | 73.82 | 96.0K | 2,739 | D | ↗ |
| 2026-02-04 | Sathyanarayanan Bala | Officer | P-Purchase | A | Class B Common Stock | 100 | 88.48 | 8.8K | 4,919 | D | ↗ |
| 2026-02-04 | Hilsheimer Lawrence A. | Officer | P-Purchase | A | Class B Common Stock | 6,475 | 91.20 | 590.5K | 11,475 | D | ↗ |
| 2026-02-04 | Benner Gaylord | Officer | S-Sale | D | Class A Common Stock | 2,800 | 75.58 | 211.6K | 7,163 | D | ↗ |
| 2026-02-03 | Sathyanarayanan Bala | Officer | S-Sale | D | Class A Common Stock | 2,499 | 72.29 | 180.7K | 47,645 | D | ↗ |
| 2026-02-03 | Kellermann Kimberly Anne | Officer | S-Sale | D | Class A Common Stock | 5,265 | 71.99 | 379.0K | 5,808 | D | ↗ |
| 2026-02-03 | Hilsheimer Lawrence A. | Officer | S-Sale | D | Class A Common Stock | 14,465 | 71.93 | 1.04M | 0 | D | ↗ |
| 2026-02-02 | ROSE B ANDREW | Director | A-Award | A | Phantom Stock Units (Cash Only Rights) | 366 | 0.00 | — | 2,592 | D | ↗ |
| 2026-02-02 | Morrison Karen | Director | A-Award | A | Phantom Stock Units (Cash Only Rights) | 366 | 0.00 | — | 2,419 | D | ↗ |
| 2026-02-02 | Johansson Alexander | Officer | M-Exempt | A | Class A Common Stock | 256 | 0.00 | — | 406 | D | ↗ |
| 2026-01-14 | Taylor Michael Joseph | Officer | M-Exempt | A | Class A Common Stock | 516 | 0.00 | — | 2,279 | D | ↗ |
| 2026-01-14 | Sathyanarayanan Bala | Officer | F-InKind | D | Class A Common Stock | 4,540 | 0.00 | — | 50,144 | D | ↗ |
| 2026-01-14 | Rosgaard Ole G | Director / Officer | A-Award | A | Class A Common Stock | 89,649 | 0.00 | — | 166,769 | D | ↗ |
| 2026-01-14 | Leahy Matthew B. | Officer | A-Award | A | Class A Common Stock | 1,831 | 0.00 | — | 4,630 | D | ↗ |
| 2026-01-14 | Kellermann Kimberly Anne | Officer | M-Exempt | A | Class A Common Stock | 2,546 | 0.00 | — | 6,094 | D | ↗ |
| 2026-01-14 | Hoffman Leonard Dennis Jr | Officer | A-Award | A | Class A Commom Stock | 3,299 | 0.00 | — | 16,350 | D | ↗ |
| 2026-01-14 | Hilsheimer Lawrence A. | Officer | F-InKind | D | Class A Common Stock | 15,629 | 0.00 | — | 75,818 | D | ↗ |
| 2026-01-14 | Bouet Vivian | Officer | M-Exempt | D | Restricted Stock Unit | 2,287 | 0.00 | — | 11,742 | D | ↗ |
| 2026-01-14 | Bergwall Timothy | Officer | A-Award | A | Class A Common Stock | 20,283 | 0.00 | — | 83,472 | D | ↗ |
| 2026-01-12 | Bergwall Timothy | Officer | S-Sale | D | Class A Common Stock | 2,000 | 71.54 | 143.1K | 58,678 | D | ↗ |
| 2026-01-02 | ROSE B ANDREW | Director | A-Award | A | (Phantom Stock Units (Cash Only Rights) | 18 | 0.00 | — | 2,225 | D | ↗ |
| 2026-01-02 | Morrison Karen | Director | A-Award | A | (Phantom Stock Units (Cash Only Rights) | 17 | 0.00 | — | 2,053 | D | ↗ |
| 2025-12-19 | Hilsheimer Lawrence A. | Officer | G-Gift | D | Class A Common Stock | 74 | 0.00 | — | 60,678 | D | ↗ |
| 2025-12-15 | Rosgaard Ole G | Director / Officer | S-Sale | D | Class A Common Stock | 9,733 | 70.24 | 683.6K | 64,707 | D | ↗ |
| 2025-12-10 | Sathyanarayanan Bala | Officer | S-Sale | D | Class A Common Stock | 7,000 | 66.62 | 466.3K | 37,725 | D | ↗ |
| 2025-12-10 | Bergwall Timothy | Officer | S-Sale | D | Class A Common Stock | 2,000 | 64.98 | 130.0K | 60,678 | D | ↗ |
| 2025-12-09 | Johansson Alexander | Officer | — | — | Class A Common Stock | 0 | 0.00 | — | 150 | D | ↗ |
| 2025-12-08 | Leahy Matthew B. | Officer | — | — | Class B Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-12-08 | Benner Gaylord | Officer | — | — | Class A Common Stock | 0 | 0.00 | — | 9,963 | D | ↗ |
| 2025-12-03 | Hilsheimer Lawrence A. | Officer | G-Gift | D | Class A Common Stock | 31 | 0.00 | — | 62,295 | D | ↗ |
| 2025-11-20 | Hilsheimer Lawrence A. | Officer | P-Purchase | A | Class B Common Stock | 1,125 | 65.49 | 73.7K | 200,569 | D | ↗ |
| 2025-11-19 | Hilsheimer Lawrence A. | Officer | P-Purchase | A | Class B Common Stock | 1,000 | 65.55 | 65.6K | 199,444 | D | ↗ |
| 2025-11-18 | Hilsheimer Lawrence A. | Officer | P-Purchase | A | Class B Common Stock | 1,000 | 65.49 | 65.5K | 198,444 | D | ↗ |
| 2025-11-17 | Hilsheimer Lawrence A. | Officer | S-Sale | D | Class A Common Stock | 4,500 | 60.72 | 273.2K | 62,326 | D | ↗ |
| 2025-11-13 | Hilsheimer Lawrence A. | Officer | P-Purchase | A | Class B Common Stock | 6,753 | 68.11 | 459.9K | 196,444 | D | ↗ |
| 2025-11-12 | MARTZ GARY R | Officer | P-Purchase | A | Class B Common Stock | 2,080 | 65.93 | 137.1K | 28,100 | D | ↗ |
| 2025-11-12 | Hilsheimer Lawrence A. | Officer | P-Purchase | A | Class B Common Stock | 1,680 | 64.79 | 108.8K | 170,827 | D | ↗ |
| 2025-11-12 | Bergwall Timothy | Officer | S-Sale | D | Class A Common Stock | 2,000 | 60.00 | 120.0K | 62,678 | D | ↗ |
| 2025-11-11 | Hoffman Leonard Dennis Jr | Officer | P-Purchase | A | Class B Common Stock | 200 | 62.74 | 12.5K | 200 | D | ↗ |
| 2025-11-11 | Hilsheimer Lawrence A. | Officer | S-Sale | D | Class A Common Stock | 33,851 | 59.58 | 2.02M | 66,826 | D | ↗ |
| 2025-11-03 | Taylor Michael Joseph | Officer | A-Award | A | Restricted Stock Unit | 865 | 0.00 | — | 2,592 | D | ↗ |
| 2025-11-03 | Sriram Vidhya | Officer | A-Award | A | Restricted Stock Unit | 374 | 0.00 | — | 374 | D | ↗ |
| 2025-11-03 | Sathyanarayanan Bala | Officer | A-Award | A | Restricted Stock Unit | 6,831 | 0.00 | — | 22,623 | D | ↗ |
| 2025-11-03 | Rosgaard Ole G | Director / Officer | A-Award | A | Restricted Stock Unit | 33,586 | 0.00 | — | 100,688 | D | ↗ |
| 2025-11-03 | ROSE B ANDREW | Director | A-Award | A | (Phantom Stock Units (Cash Only Rights) | 461 | 0.00 | — | 2,207 | D | ↗ |
| 2025-11-03 | Morrison Karen | Director | A-Award | A | (Phantom Stock Units (Cash Only Rights) | 461 | 0.00 | — | 2,036 | D | ↗ |
| 2025-11-03 | Kellermann Kimberly Anne | Officer | A-Award | A | Restricted Stock Unit | 5,421 | 0.00 | — | 15,004 | D | ↗ |
| 2025-11-03 | Hoffman Leonard Dennis Jr | Officer | A-Award | A | Restricted Stock Unit | 4,810 | 0.00 | — | 9,353 | D | ↗ |
| 2025-11-03 | Hilsheimer Lawrence A. | Officer | A-Award | A | Restricted Stock Unit | 14,625 | 0.00 | — | 50,868 | D | ↗ |
| 2025-11-03 | Bouet Vivian | Officer | A-Award | A | Restricted Stock Unit | 4,686 | 0.00 | — | 14,029 | D | ↗ |
| 2025-11-03 | Bergwall Timothy | Officer | A-Award | A | Restricted Stock Unit | 8,356 | 0.00 | — | 28,807 | D | ↗ |
| 2025-10-21 | Bergwall Timothy | Officer | S-Sale | D | Class A Common Stock | 2,000 | 60.09 | 120.2K | 64,678 | D | ↗ |
| 2025-10-08 | Sriram Vidhya | Officer | — | — | Class A Common Stock | 0 | 0.00 | — | 734 | D | ↗ |
| 2025-10-01 | ROSE B ANDREW | Director | A-Award | A | (Phantom Stock Units (Cash Only Rights) | 16 | 0.00 | — | 1,746 | D | ↗ |
| 2025-10-01 | Morrison Karen | Director | A-Award | A | (Phantom Stock Units (Cash Only Rights) | 15 | 0.00 | — | 1,574 | D | ↗ |
| 2025-10-01 | Hoffman Leonard Dennis Jr | Officer | — | — | Class A Commom Stock | 0 | 0.00 | — | 12,122 | D | ↗ |
| 2025-09-10 | Bergwall Timothy | Officer | S-Sale | D | Class A Common Stock | 2,000 | 60.55 | 121.1K | 66,678 | D | ↗ |
| 2025-08-11 | Bergwall Timothy | Officer | S-Sale | D | Class A Common Stock | 2,000 | 66.50 | 133.0K | 68,678 | D | ↗ |
| 2025-08-01 | ROSE B ANDREW | Director | A-Award | A | (Phantom Stock Units (Cash Only Rights) | 414 | 0.00 | — | 1,730 | D | ↗ |
| 2025-08-01 | Morrison Karen | Director | A-Award | A | (Phantom Stock Units (Cash Only Rights) | 414 | 0.00 | — | 1,560 | D | ↗ |
| 2025-07-10 | Sathyanarayanan Bala | Officer | P-Purchase | A | Class B Common Stock | 109 | 71.50 | 7.8K | 4,619 | D | ↗ |
| 2025-07-10 | Bergwall Timothy | Officer | S-Sale | D | Class A Common Stock | 2,000 | 68.13 | 136.3K | 70,678 | D | ↗ |
| 2025-07-08 | Sathyanarayanan Bala | Officer | S-Sale | D | Class A Common Stock | 304 | 69.15 | 21.0K | 44,725 | D | ↗ |
| 2025-07-08 | MARTZ GARY R | Officer | S-Sale | D | Class A Common Stock | 29,000 | 68.90 | 2.00M | 68,186 | D | ↗ |
| 2025-07-08 | Hilsheimer Lawrence A. | Officer | P-Purchase | A | Class B Common Stock | 925 | 72.51 | 67.1K | 166,351 | D | ↗ |
| 2025-07-07 | Rosgaard Ole G | Director / Officer | S-Sale | D | Class A Common Stock | 2,200 | 70.00 | 154.0K | 74,027 | D | ↗ |
| 2025-07-03 | Rosgaard Ole G | Director / Officer | S-Sale | D | Class A Common Stock | 1,206 | 70.00 | 84.4K | 76,227 | D | ↗ |
| 2025-07-02 | Rosgaard Ole G | Director / Officer | S-Sale | D | Class A Common Stock | 783 | 70.00 | 54.8K | 77,433 | D | ↗ |
| 2025-07-01 | Rosgaard Ole G | Director / Officer | S-Sale | D | Class A Common Stock | 19,248 | 70.00 | 1.35M | 78,216 | D | ↗ |
| 2025-07-01 | ROSE B ANDREW | Director | A-Award | A | (Phantom Stock Units (Cash Only Rights) | 11 | 0.00 | — | 1,316 | D | ↗ |
| 2025-07-01 | Morrison Karen | Director | A-Award | A | (Phantom Stock Units (Cash Only Rights) | 9 | 0.00 | — | 1,146 | D | ↗ |
| 2025-07-01 | Kellermann Kimberly Anne | Officer | S-Sale | D | Class A Common Stock | 800 | 65.38 | 52.3K | 11,748 | D | ↗ |
| 2025-06-09 | Rosgaard Ole G | Director / Officer | S-Sale | D | Class A Common Stock | 24,700 | 65.65 | 1.62M | 102,764 | D | ↗ |
| 2025-05-01 | ROSE B ANDREW | Director | A-Award | A | (Phantom Stock Units (Cash Only Rights) | 500 | 0.00 | — | 1,305 | D | ↗ |
| 2025-05-01 | Morrison Karen | Director | A-Award | A | (Phantom Stock Units (Cash Only Rights) | 500 | 0.00 | — | 1,136 | D | ↗ |
| 2025-04-01 | ROSE B ANDREW | Director | A-Award | A | (Phantom Stock Units (Cash Only Rights) | 8 | 0.00 | — | 805 | D | ↗ |
| 2025-04-01 | Morrison Karen | Director | A-Award | A | (Phantom Stock Units (Cash Only Rights) | 6 | 0.00 | — | 636 | D | ↗ |
| 2025-03-11 | Miller Frank Calhoun V | Director | P-Purchase | A | Class B Common Stock | 1,000 | 58.50 | 58.5K | 1,000 | D | ↗ |
| 2025-03-06 | ROSE B ANDREW | Director | P-Purchase | A | Class B Common Stock | 1,500 | 59.09 | 88.6K | 6,500 | D | ↗ |
| 2025-03-06 | Emkes Mark A | Director | P-Purchase | A | Class A Common Stock | 3,000 | 55.89 | 167.7K | 44,257 | D | ↗ |
| 2025-03-05 | ROSE B ANDREW | Director | P-Purchase | A | Class B Common Stock | 1,500 | 60.00 | 90.0K | 5,000 | D | ↗ |
| 2025-03-05 | Lloyd David C | Officer | S-Sale | D | Class A Common Stock | 2,263 | 55.24 | 125.0K | 7,580 | D | ↗ |
| 2025-02-24 | Scott Kimberly Thompson | Director | A-Award | A | Class A Common Stock | 2,668 | 0.00 | — | 9,400 | D | ↗ |
| 2025-02-24 | ROSE B ANDREW | Director | A-Award | A | (Phantom Stock Units (Cash Only Rights) | 368 | 0.00 | — | 797 | D | ↗ |
| 2025-02-24 | Patterson Robert M | Director | A-Award | A | Class A Common Stock | 2,668 | 0.00 | — | 28,850 | D | ↗ |
| 2025-02-24 | Morrison Karen | Director | A-Award | A | (Phantom Stock Units (Cash Only Rights) | 201 | 0.00 | — | 630 | D | ↗ |
| 2025-02-24 | Miller Frank Calhoun V | Director | A-Award | A | Class A Common Stock | 2,668 | 0.00 | — | 6,931 | D | ↗ |
| 2025-02-24 | MCNAMARA JOHN W | Director | A-Award | A | Class A Common Stock | 2,668 | 0.00 | — | 40,038 | D | ↗ |
| 2025-02-24 | Lloyd David C | Officer | — | — | Restricted Stock Unit | 5,106 | 0.00 | — | 0 | D | ↗ |
| 2025-02-24 | Evanko Jillian C. | Director | A-Award | A | Class A Common Stock | 2,668 | 0.00 | — | 4,133 | D | ↗ |
| 2025-02-24 | Emkes Mark A | Director | A-Award | A | Class A Common Stock | 2,668 | 0.00 | — | 41,257 | D | ↗ |
| 2025-02-24 | Edwards Bruce A | Director | A-Award | A | Class A Common Stock | 2,668 | 0.00 | — | 56,577 | D | ↗ |
| 2025-02-03 | ROSE B ANDREW | Director | A-Award | A | (Phantom Stock Units (Cash Only Rights) | 429 | 0.00 | — | 429 | D | ↗ |
| 2025-02-03 | Morrison Karen | Director | A-Award | A | (Phantom Stock Units (Cash Only Rights) | 429 | 0.00 | — | 429 | D | ↗ |
| 2025-01-16 | Taylor Michael Joseph | Officer | F-InKind | D | Class A Common Stock | 158 | 0.00 | — | 1,763 | D | ↗ |
| 2025-01-16 | Schoner Tina R. | Officer | A-Award | A | Class A Common Shares | 6,801 | 0.00 | — | 9,448 | D | ↗ |
| 2025-01-16 | Sathyanarayanan Bala | Officer | F-InKind | D | Class A Common Stock | 1,191 | 0.00 | — | 36,203 | D | ↗ |
| 2025-01-16 | Rosgaard Ole G | Director / Officer | A-Award | A | Class A Common Stock | 66,945 | 0.00 | — | 153,818 | D | ↗ |
| 2025-01-16 | Mullaney Patrick Gerard | Officer | F-InKind | D | Class A Common Stock | 4,264 | 0.00 | — | 19,776 | D | ↗ |
| 2025-01-16 | MARTZ GARY R | Officer | M-Exempt | D | Restricted Stock Unit | 7,350 | 0.00 | — | 23,003 | D | ↗ |
| 2025-01-16 | Krabill Anthony John | Officer | M-Exempt | D | Restricted Stock Unit | 241 | 0.00 | — | 2,081 | D | ↗ |
| 2025-01-16 | Kellermann Kimberly Anne | Officer | F-InKind | D | Class A Common Stock | 1,528 | 0.00 | — | 12,548 | D | ↗ |
| 2025-01-16 | Hilsheimer Lawrence A. | Officer | A-Award | A | Class A Common Stock | 30,713 | 0.00 | — | 112,102 | D | ↗ |
| 2025-01-16 | Bergwall Timothy | Officer | A-Award | A | Class A Common Stock | 15,444 | 0.00 | — | 77,107 | D | ↗ |
| 2025-01-08 | Sathyanarayanan Bala | Officer | S-Sale | D | Class A Common Stock | 748 | 60.21 | 45.0K | 32,729 | D | ↗ |
| 2025-01-07 | Sathyanarayanan Bala | Officer | P-Purchase | A | Class B Common Stock | 511 | 64.00 | 32.7K | 4,510 | D | ↗ |
| 2024-12-26 | Hilsheimer Lawrence A. | Officer | P-Purchase | A | Class B Common Stock | 1,075 | 69.14 | 74.3K | 165,426 | D | ↗ |
| 2024-12-24 | Hilsheimer Lawrence A. | Officer | P-Purchase | A | Class B Common Stock | 1,100 | 68.04 | 74.8K | 164,351 | D | ↗ |
| 2024-12-23 | Hilsheimer Lawrence A. | Officer | P-Purchase | A | Class B Common Stock | 1,100 | 67.61 | 74.4K | 163,251 | D | ↗ |
| 2024-12-20 | ROSE B ANDREW | Director | P-Purchase | A | Class B Common Stock | 3,500 | 70.20 | 245.7K | 3,500 | D | ↗ |
| 2024-12-20 | Hilsheimer Lawrence A. | Officer | G-Gift | D | Class A Common Stock | 3,850 | 0.00 | — | 75,268 | D | ↗ |
| 2024-12-13 | Taylor Michael Joseph | Officer | A-Award | A | Restricted Stock Unit | 648 | 0.00 | — | 1,938 | D | ↗ |
| 2024-12-13 | Schoner Tina R. | Officer | A-Award | A | Restricted Stock Unit | 3,132 | 0.00 | — | 11,285 | D | ↗ |
| 2024-12-13 | Sathyanarayanan Bala | Officer | A-Award | A | Restricted Stock Unit | 5,754 | 0.00 | — | 20,066 | D | ↗ |
| 2024-12-13 | Rosgaard Ole G | Director / Officer | A-Award | A | Restricted Stock Unit | 25,260 | 0.00 | — | 82,434 | D | ↗ |
| 2024-12-13 | Mullaney Patrick Gerard | Officer | A-Award | A | Restricted Stock Unit | 6,594 | 0.00 | — | 21,948 | D | ↗ |
| 2024-12-13 | MARTZ GARY R | Officer | A-Award | A | Restricted Stock Unit | 7,819 | 0.00 | — | 30,353 | D | ↗ |
| 2024-12-13 | Krabill Anthony John | Officer | A-Award | A | Restricted Stock Unit | 812 | 0.00 | — | 2,322 | D | ↗ |
| 2024-12-13 | Kellermann Kimberly Anne | Officer | A-Award | A | Restricted Stock Unit | 3,920 | 0.00 | — | 11,366 | D | ↗ |
| 2024-12-13 | Hilsheimer Lawrence A. | Officer | A-Award | A | Restricted Stock Unit | 12,320 | 0.00 | — | 47,184 | D | ↗ |
| 2024-12-13 | Bouet Vivian | Officer | A-Award | A | Restricted Stock Unit | 3,947 | 0.00 | — | 9,343 | D | ↗ |
| 2024-12-13 | Bergwall Timothy | Officer | A-Award | A | Restricted Stock Unit | 7,039 | 0.00 | — | 25,953 | D | ↗ |
| 2024-08-26 | ROSE B ANDREW | Director | — | D | Class A Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-06-04 | Evanko Jillian C. | Director | — | D | Class A Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-01-16 | Taylor Michael Joseph | Officer | A-Award | A | Class A Common Stock | 676 | 0.00 | — | 1,531 | — | ↗ |
| 2024-01-16 | Sathyanarayanan Bala | Officer | A-Award | A | Class A Common Stock | 15,189 | 0.00 | — | 37,828 | — | ↗ |
| 2024-01-16 | Rosgaard Ole G | Director / Officer | A-Award | A | Class A Common Stock | 27,216 | 0.00 | — | 92,121 | — | ↗ |
| 2024-01-16 | Mullaney Patrick Gerard | Officer | F-InKind | D | Class A Common Stock | 2,245 | 0.00 | — | 13,257 | — | ↗ |
| 2024-01-16 | MARTZ GARY R | Officer | F-InKind | D | Class A Common Stock | 3,631 | 0.00 | — | 101,603 | — | ↗ |
| 2024-01-16 | Krabill Anthony John | Officer | M-Exempt | A | Class A Common Stock | 313 | 0.00 | — | 854 | — | ↗ |
| 2024-01-16 | Kellermann Kimberly Anne | Officer | A-Award | A | Class A Common Stock | 3,205 | 0.00 | — | 8,801 | — | ↗ |
| 2024-01-16 | Hilsheimer Lawrence A. | Officer | M-Exempt | A | Class A Common Stock | 13,504 | 0.00 | — | 107,137 | — | ↗ |
| 2024-01-16 | Eichmann Matthew Douglas | Officer | F-InKind | D | Class A Common Stock | 793 | 0.00 | — | 7,940 | — | ↗ |
| 2024-01-16 | Bergwall Timothy | Officer | A-Award | A | Class A Common Stock | 23,313 | 0.00 | — | 72,132 | — | ↗ |
| 2023-12-27 | Hilsheimer Lawrence A. | Officer | P-Purchase | A | Class B Common Stock | 1,510 | 67.65 | 102.1K | 114,170 | — | ↗ |
| 2023-12-26 | Hilsheimer Lawrence A. | Officer | G-Gift | D | Class A Common Stock | 76 | 0.00 | — | 93,352 | — | ↗ |
| 2023-12-22 | Hilsheimer Lawrence A. | Officer | G-Gift | D | Class A Common Stock | 1,855 | 0.00 | — | 93,732 | — | ↗ |
| 2023-12-12 | Taylor Michael Joseph | Officer | A-Award | A | Restricted Stock Unit | 563 | 0.00 | — | 1,564 | — | ↗ |
| 2023-12-12 | Schoner Tina R. | Officer | A-Award | A | Restricted Stock Unit | 3,114 | 0.00 | — | 8,153 | — | ↗ |
| 2023-12-12 | Sathyanarayanan Bala | Officer | A-Award | A | Restricted Stock Unit | 5,665 | 0.00 | — | 18,937 | — | ↗ |
| 2023-12-12 | Rosgaard Ole G | Director / Officer | A-Award | A | Restricted Stock Unit | 23,617 | 0.00 | — | 65,462 | — | ↗ |
| 2023-12-12 | Mullaney Patrick Gerard | Officer | A-Award | A | Restricted Stock Unit | 6,564 | 0.00 | — | 17,423 | — | ↗ |
| 2023-12-12 | MARTZ GARY R | Officer | A-Award | A | Restricted Stock Unit | 7,774 | 0.00 | — | 31,761 | — | ↗ |
| 2023-12-12 | Krabill Anthony John | Officer | A-Award | A | Restricted Stock Unit | 680 | 0.00 | — | 1,823 | — | ↗ |
| 2023-12-12 | Kellermann Kimberly Anne | Officer | A-Award | A | Restricted Stock Unit | 3,117 | 0.00 | — | 8,748 | — | ↗ |
| 2023-12-12 | Hilsheimer Lawrence A. | Officer | A-Award | A | Restricted Stock Unit | 12,248 | 0.00 | — | 48,368 | — | ↗ |
| 2023-12-12 | Eichmann Matthew Douglas | Officer | A-Award | A | Restricted Stock Unit | 2,414 | 0.00 | — | 6,546 | — | ↗ |
| 2023-12-12 | Bouet Vivian | Officer | A-Award | A | Restricted Stock Unit | 3,109 | 0.00 | — | 5,396 | — | ↗ |
| 2023-12-12 | Bergwall Timothy | Officer | A-Award | A | Restricted Stock Unit | 6,998 | 0.00 | — | 26,013 | — | ↗ |
| 2023-07-05 | Hilsheimer Lawrence A. | Officer | P-Purchase | A | Class B Common Stock | 2,968 | 0.00 | — | 111,960 | — | ↗ |
| 2023-07-03 | Hilsheimer Lawrence A. | Officer | S-Sale | D | Class A Common Stock | 2,968 | 69.27 | 205.6K | 95,587 | — | ↗ |
| 2023-06-28 | MARTZ GARY R | Officer | G-Gift | D | Class A Common Stock | 76 | 0.00 | — | 95,650 | — | ↗ |
| 2023-06-16 | Sathyanarayanan Bala | Officer | A-Award | A | Class B Common Stock | 3,310 | 79.60 | 263.5K | 3,999 | — | ↗ |
| 2023-06-16 | Krabill Anthony John | Officer | A-Award | A | Class B Common Stock | 326 | 79.98 | 26.1K | 900 | — | ↗ |
| 2023-06-16 | Bergwall Timothy | Officer | S-Sale | D | Class A Common Stock | 1,450 | 69.98 | 101.5K | 44,762 | — | ↗ |
| 2023-06-15 | Sathyanarayanan Bala | Officer | S-Sale | D | Class A Common Stock | 4,506 | 69.01 | 311.0K | 19,551 | — | ↗ |
| 2023-03-17 | Hilsheimer Lawrence A. | Officer | P-Purchase | A | Class B Common Stock | 3,600 | 69.40 | 249.8K | 108,992 | — | ↗ |
| 2023-03-16 | Hilsheimer Lawrence A. | Officer | P-Purchase | A | Class B Common Stock | 3,500 | 69.77 | 244.2K | 105,392 | — | ↗ |
| 2023-03-15 | Hilsheimer Lawrence A. | Officer | P-Purchase | A | Class B Common Stock | 3,000 | 69.45 | 208.3K | 101,892 | — | ↗ |
| 2023-03-14 | Sathyanarayanan Bala | Officer | P-Purchase | A | Class B Common Stock | 109 | 71.23 | 7.8K | 559 | — | ↗ |
| 2023-03-14 | Hilsheimer Lawrence A. | Officer | P-Purchase | A | Class B Common Stock | 2,500 | 70.33 | 175.8K | 98,892 | — | ↗ |
| 2023-03-13 | Hilsheimer Lawrence A. | Officer | S-Sale | D | Class A Common Stock | 833 | 61.33 | 51.1K | 113,151 | — | ↗ |
| 2023-03-10 | Schoner Tina R. | Officer | P-Purchase | A | Class A Common Shares | 1,000 | 61.30 | 61.3K | 1,000 | — | ↗ |
| 2023-02-28 | Scott Kimberly Thompson | Director | A-Award | A | Class A Common Stock | 2,016 | 0.00 | — | 4,485 | — | ↗ |
| 2023-02-28 | Patterson Robert M | Director | A-Award | A | Class A Common Stock | 2,016 | 0.00 | — | 23,935 | — | ↗ |
| 2023-02-28 | Morrison Karen | Director | A-Award | A | Class A Common Stock | 2,016 | 0.00 | — | 4,485 | — | ↗ |
| 2023-02-28 | Miller Frank Calhoun V | Director | A-Award | A | Class A Common Stock | 2,016 | 0.00 | — | 2,016 | — | ↗ |
| 2023-02-28 | MCNAMARA JOHN W | Director | A-Award | A | Class A Common Stock | 2,016 | 0.00 | — | 35,123 | — | ↗ |
| 2023-02-28 | GUNSETT DANIEL J | Director | A-Award | A | Class A Common Stock | 2,016 | 0.00 | — | 39,123 | — | ↗ |
| 2023-02-28 | Emkes Mark A | Director | A-Award | A | Class A Common Stock | 2,016 | 0.00 | — | 36,342 | — | ↗ |
| 2023-02-28 | Edwards Bruce A | Director | A-Award | A | Class A Common Stock | 2,016 | 0.00 | — | 51,662 | — | ↗ |
| 2023-02-28 | Avril-Groves Vicki L | Director | A-Award | A | Class A Common Stock | 2,016 | 0.00 | — | 42,262 | — | ↗ |
| 2023-01-17 | WATSON PETER G | Director | A-Award | A | Class A Common Stock | 139,653 | 0.00 | — | 384,483 | — | ↗ |
| 2023-01-17 | Taylor Michael Joseph | Officer | M-Exempt | D | Restricted Stock Unit | 298 | 0.00 | — | 1,001 | — | ↗ |
| 2023-01-17 | Sathyanarayanan Bala | Officer | F-InKind | D | Class A Common Stock | 4,308 | 0.00 | — | 24,057 | — | ↗ |
| 2023-01-17 | Rosgaard Ole G | Officer | M-Exempt | A | Class A Common Stock | 7,732 | 0.00 | — | 47,041 | — | ↗ |
| 2023-01-17 | Mullaney Patrick Gerard | Officer | F-InKind | D | Class A Common Stock | 854 | 0.00 | — | 5,795 | — | ↗ |
| 2023-01-17 | MARTZ GARY R | Officer | M-Exempt | D | Restricted Stock Unit | 10,147 | 0.00 | — | 23,987 | — | ↗ |
| 2023-01-17 | Krabill Anthony John | Officer | M-Exempt | A | Class A Common Stock | 341 | 0.00 | — | 488 | — | ↗ |
| 2023-01-17 | Kellermann Kimberly Anne | Officer | M-Exempt | A | Class A Common Stock | 1,457 | 0.00 | — | 2,669 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2012 | Michael J. Gasser, Executive Chairman | 1.01M | — | 543.8K | — | 1.46M | 1.41M | 4.42M | 12.30% | ↗ |
| 2 | 2012 | David B. Fischer, President and Chief Operating Officer | 850.0K | — | 202.2K | — | 781.4K | 501.3K | 2.33M | 8.66% | ↗ |
| 3 | 2012 | Ivan Signorelli, Senior Vice President and Group President, RIPS — EMEA and Asia, Fustiplast and EarthMinded LCS | 480.0K | — | 97.7K | — | 302.9K | 732.5K | 1.61M | 6.06% | ↗ |
| 4 | 2012 | Gary R. Martz, Executive Vice President, General Counsel and Secretary, President, Soterra | 479.9K | — | 94.2K | — | 302.6K | 351.9K | 1.23M | 7.67% | ↗ |
| 5 | 2012 | Robert M. McNutt, Senior Vice President and Chief Financial Officer | 474.9K | — | 79.9K | — | 281.6K | 124.8K | 961.3K | 8.32% | ↗ |
| 6 | 2011 | Michael J. Gasser, Executive Chairman | 1.00M | — | 1.15M | — | 1.83M | 1.17M | 5.16M | 22.33% | ↗ |
| 7 | 2011 | Robert M. McNutt, Senior Vice President and Chief Financial Officer | 388.7K | 100.0K | 2.07M | — | 266.7K | 3.6K | 2.83M | 73.18% | ↗ |
| 8 | 2011 | David B. Fischer, President and Chief Operating Officer | 615.2K | — | 488.3K | — | 808.4K | 279.9K | 2.19M | 22.28% | ↗ |
| 9 | 2011 | Gary R. Martz, Executive Vice President, General Counsel and Secretary, President, Soterra | 469.8K | — | 255.3K | — | 418.2K | 338.7K | 1.48M | 17.23% | ↗ |
| 10 | 2011 | Ivan Signorelli, Senior Vice President and Group President, RIPS — EMEA and Asia, Fustiplast and EarthMinded LCS | 471.1K | — | 109.4K | — | 367.2K | 501.3K | 1.45M | 7.55% | ↗ |
| 11 | 2010 | Michael J. Gasser, Chairman and Chief Executive Officer | 965.4K | — | 480.2K | — | 1.59M | 2.66M | 5.70M | 8.43% | ↗ |
| 12 | 2010 | Michael J. Gasser, Executive Chairman | 965.4K | — | 480.2K | — | 1.59M | 2.66M | 5.70M | 8.43% | ↗ |
| 13 | 2010 | Ivan Signorelli, Senior Vice President and Group President, RIPS — EMEA and Asia, Fustiplast and EarthMinded LCS | 467.6K | — | 322.9K | — | 591.2K | 412.9K | 1.79M | 17.99% | ↗ |
| 14 | 2010 | David B. Fischer, President and Chief Operating Officer | 589.4K | — | 201.1K | — | 714.6K | 227.2K | 1.73M | 11.61% | ↗ |
| 15 | 2010 | Donald S. Huml, Executive Vice President and Chief Financial Officer | 513.1K | — | 144.4K | — | 467.7K | 351.7K | 1.48M | 9.78% | ↗ |
| 16 | 2010 | Ronald L. Brown, Senior Vice President, Strategic Projects | 437.5K | — | 105.6K | — | 356.6K | 280.1K | 1.18M | 8.95% | ↗ |
| 17 | 2010 | Gary R. Martz, Executive Vice President, General Counsel and Secretary, President, Soterra | 438.5K | — | 105.8K | — | 357.5K | 130.4K | 1.03M | 10.25% | ↗ |
| 18 | 2009 | Michael J. Gasser, Chairman and Chief Executive Officer | 925.1K | — | 1.24M | — | 2.24M | 1.98M | 6.38M | 19.42% | ↗ |
| 19 | 2009 | Donald S. Huml, Executive Vice President and Chief Financial Officer | 500.9K | — | 472.1K | — | 759.6K | 384.1K | 2.12M | 22.31% | ↗ |
| 20 | 2009 | David B. Fischer, President and Chief Operating Officer | 545.0K | — | 439.5K | — | 889.8K | 220.7K | 2.10M | 20.98% | ↗ |
| 21 | 2009 | Ronald L. Brown, Senior Vice President, Strategic Projects | 427.1K | — | 345.1K | — | 569.8K | 474.1K | 1.82M | 19.00% | ↗ |
| 22 | 2009 | Ronald L. Brown, Senior Vice President, Global Sourcing and Supply Chain | 427.1K | — | 345.1K | — | 569.8K | 474.1K | 1.82M | 19.00% | ↗ |
| 23 | 2009 | Michael C. Patton, Senior Vice President and Divisional President, Greif Packaging — North America | 450.4K | — | 357.8K | — | 595.3K | 238.9K | 1.64M | 21.79% | ↗ |
| 24 | 2009 | Gary R. Martz, Senior Vice President, General Counsel and Secretary, President, Soterra | 428.1K | — | 331.3K | — | 557.8K | 217.5K | 1.53M | 21.59% | ↗ |
| 25 | 2009 | Gary R. Martz, Executive Vice President, General Counsel and Secretary, President, Soterra | 428.1K | — | 331.3K | — | 557.8K | 217.5K | 1.53M | 21.59% | ↗ |
| 26 | 2008 | Michael J. Gasser, Chairman and Chief Executive Officer | 917.4K | — | 1.27M | — | 2.68M | 929.2K | 5.80M | 21.95% | ↗ |
| 27 | 2008 | Donald S. Huml, Executive Vice President and Chief Financial Officer | 497.8K | — | 493.4K | — | 914.5K | 320.9K | 2.23M | 22.16% | ↗ |
| 28 | 2008 | David B. Fischer, President and Chief Operating Officer | 541.2K | 100.0K | 386.7K | — | 1.01M | 99.1K | 2.13M | 18.13% | ↗ |
| 29 | 2008 | Ronald L. Brown, Senior Vice President, Global Sourcing and Supply Chain | 424.5K | — | 358.5K | — | 684.5K | 191.8K | 1.66M | 21.61% | ↗ |
| 30 | 2008 | Ronald L. Brown, Senior Vice President, Strategic Projects | 424.5K | — | 358.5K | — | 684.5K | 191.8K | 1.66M | 21.61% | ↗ |
| 31 | 2008 | Michael C. Patton, Senior Vice President and Divisional President, Paper, Packaging & Services and Industrial Packaging & ServicesNorth America | 444.2K | 10.0K | 359.0K | — | 702.5K | 59.9K | 1.58M | 22.78% | ↗ |
| 32 | 2008 | Michael C. Patton, Senior Vice President and Divisional President, Greif Packaging — North America | 444.2K | 10.0K | 359.0K | — | 702.5K | 59.9K | 1.58M | 22.78% | ↗ |
| 33 | 2008 | Gary R. Martz, Executive Vice President, General Counsel and Secretary, President, Soterra | 425.3K | 30.8K | 336.8K | — | 663.3K | 78.1K | 1.53M | 21.95% | ↗ |
| 34 | 2008 | Gary R. Martz, Senior Vice President, General Counsel and Secretary, President, Soterra | 425.3K | 30.8K | 336.8K | — | 663.3K | 78.1K | 1.53M | 21.95% | ↗ |
| 35 | 2007 | Michael J. Gasser, Chairman and Chief Executive Officer | 864.2K | — | 286.7K | — | 1.82M | 399.4K | 3.37M | 8.52% | ↗ |
| 36 | 2007 | Donald S. Huml, Executive Vice President and Chief Financial Officer | 477.5K | — | 136.7K | — | 816.5K | 157.9K | 1.59M | 8.60% | ↗ |
| 37 | 2007 | Ronald L. Brown, Senior Vice President, Global Sourcing and Supply Chain | 406.3K | — | 104.7K | — | 633.9K | 268.3K | 1.41M | 7.41% | ↗ |
| 38 | 2007 | David B. Fischer, President and Chief Operating Officer | 409.3K | — | 111.0K | — | 710.9K | 48.0K | 1.28M | 8.68% | ↗ |
| 39 | 2007 | Gary R. Martz, Senior Vice President, General Counsel and Secretary, President, Soterra | 402.4K | 75.0K | 99.6K | — | 607.7K | 80.4K | 1.27M | 7.88% | ↗ |
| 40 | 2007 | Michael C. Patton, Senior Vice President and Divisional President, Greif Packaging — North America | 413.0K | — | 101.1K | — | 625.9K | 95.3K | 1.24M | 8.19% | ↗ |
| 41 | 2007 | Michael C. Patton, Senior Vice President and Divisional President, Paper, Packaging & Services and Industrial Packaging & ServicesNorth America | 413.0K | — | 101.1K | — | 625.9K | 95.3K | 1.24M | 8.19% | ↗ |
Proxy statements
| Filing date | Form type | Filing |
|---|---|---|
| 2026-01-09 | DEF 14A | ↗ |
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Ole G. Rosgaard | President, Chief Executive Officer & Director | 3M | male |
| Lawrence Allen Hilsheimer | Executive Vice President & Chief Financial Officer | 2M | male |
| Timothy L. Bergwall | Senior Vice President & Chief Commercial Officer | 1M | male |
| Bala V. Sathyanarayanan | Executive Vice President & Chief Human Resources Officer | 1M | male |
| J. Alexander Johansson | Senior VP of Strategic Business Unit & GM of Durable Metal Solutions | — | male |
| Kimberly Kellermann | Senior Vice President & Chief Operating Officer | — | female |
| L. Dennis Hoffman | Senior Vice President, General Counsel & Secretary | — | male |
| Gustavo Libanio | Senior VP of Strategic Business Unit & GM of Customized Polymers Solutions | — | male |
| Matt Leahy | Senior VP of Strategic Business Unit & GM of Innovative Closure Solutions | — | male |
| Michael J. Taylor | Vice President, Corporate Controller & Chief Accounting Officer | — | male |
| Gaylord Benner | Senior VP of Strategic Business Unit & GM of Sustainable Fiber Solutions | — | male |
| Bill D'Onofrio | Vice President of Investor Relations & Corporate Development | — | male |
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Community Opinion for GEF
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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