Graco Inc. (GGG)
Minneapolis, MN, US
Graco Inc., a Minneapolis, Minnesota-based company established in 1926, specializes globally in the engineering, production, and distribution of sophisticated systems and apparatus. These solutions are designed for the precise handling, measurement, regulation, discharge, and application of diverse fluid and powder materials worldwide. Within its Industrial segment, Graco provides specialized proportioning systems for applying polyurethane foam and polyurea coatings. This division also supplies machinery for the precise pumping, metering, mixing, and dispensing of sealants, adhesives, and composite materials. Further offerings include gel-coat equipment, chop and wet-out systems, resin transfer molding solutions, various applicators, and advanced precision dispensing tools. The segment's portfolio also encompasses liquid finishing equipment, paint circulation and supply pumps, sophisticated paint circulating control systems, and plural component coating proportioners. Complementary spare parts and accessories, along with powder finishing products for metal coatings under the Gema and SAT brands, complete this comprehensive segment. The Process segment is dedicated to delivering pumps capable of transferring and dispensing a wide array of fluids, such as chemicals, water, wastewater, petroleum products, food items, and lubricants. It also produces pressure valves crucial for the oil and natural gas industry, various industrial processes, and scientific research. Chemical injection pumping solutions for both producing oil wells and pipelines are another key offering. Moreover, this segment caters to vehicle servicing facilities – including fast oil change operations, service garages, fleet centers, automobile dealerships, auto parts retailers, truck builders, and heavy equipment service centers – by supplying pumps, hose reels, meters, valves, and related accessories. A significant part of its offerings includes automatic lubrication systems, components, and accessories for the continuous lubrication of bearings, gears, and generators within industrial and commercial equipment, compressors, turbines, and both on- and off-road vehicles. Graco's Contractor segment focuses on sprayers specifically designed for applying paint to walls and other structural surfaces, viscous coatings onto roofs, and for marking lines on roads, parking lots, athletic fields, and interior floors. The company distributes its extensive product range through established channels including distributors, original equipment manufacturers (OEMs), and home improvement retailers, as well as via direct sales to end-users.
Based on only 1 article — low confidence
- Top 50 High-Quality Dividend Growth Stocks For July 2026 Seeking Alpha
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.49% | -0.41% | -6.00% | -19.67% | -8.48% | -7.95% | -10.88% | -1.81% | -0.68% | +181.95% | +46,100.48% |
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 | 2 | 0 |
| Buy | 2 | 0 |
| Hold | 7 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 2 |
93.50
+26.3%
|
| Last Year | 6 |
95.33
+28.8%
|
| All Time | 12 |
93.58
+26.4%
|
-
Revenue growth Industrial - Machinery: +7.4%+5.8% Q1'26: +2.2% (vs Q1'25)
-
EPS growth Industrial - Machinery: +15.6%+9.2% Q1'26: -2.8% (vs Q1'25)
-
FCF margin FCF growth · Industrial - Machinery: +38.2%+28.2% Q1'26: +20.0% (vs Q1'25)
-
EBIT margin Industrial - Machinery: +10.0%+28.8% ★ Q1'26: +26.1% (vs Q1'25)
-
ROIC Industrial - Machinery: +6.8%+25.1% ★ Q1'26: +23.0% (vs Q1'25)
-
Share dilution Industrial - Machinery: +0.0%-1.9% ★ Q1'26: -2.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Industrial - Machinery: -0.65×0.08× ★ Q1'26: 0.08× (vs Q1'25)
* 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 |
Dec 1997 actual |
Dec 1998 actual |
Dec 1999 actual |
Dec 2000 actual |
Dec 2001 actual |
Dec 2002 actual |
Dec 2003 actual |
Dec 2004 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2012 actual |
Dec 2013 actual |
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 |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 8 Rev. Ana. 7 EPS Ana. |
Dec 2027 8 Rev. Ana. 8 EPS Ana. |
Dec 2028 4 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
413.90M
est: 420.64M (-1.6%)
|
432.20M
est: 414.50M (+4.3%)
|
442.50M
est: 363.70M (+21.7%)
|
494.37M
est: 433.97M (+13.9%)
|
472.82M
est: 491.49M (-3.8%)
|
487.05M
est: 487.22M (0.0%)
|
535.10M
est: 523.00M (+2.3%)
|
605.03M
est: 582.18M (+3.9%)
|
816.47M
est: 782.55M (+4.3%)
|
841.34M
est: 833.23M (+1.0%)
|
817.27M
est: 871.16M (-6.2%)
|
579.21M
est: 553.43M (+4.7%)
|
744.07M
est: 641.32M (+16.0%)
|
1.01B
est: 1.10B (-7.9%)
|
1.10B
est: 1.03B (+7.1%)
|
1.22B
est: 1.20B (+1.7%)
|
1.29B
est: 1.28B (+0.7%)
|
1.33B
est: 1.31B (+1.7%)
|
1.47B
est: 1.47B (+0.4%)
|
1.65B
est: 1.65B (+0.1%)
|
1.65B
est: 1.63B (+1.2%)
|
1.65B
est: 1.61B (+2.7%)
|
1.99B
est: 1.97B (+1.1%)
|
2.14B
est: 2.14B (+0.0%)
|
2.20B
est: 2.15B (+2.0%)
|
2.11B
est: 2.12B (-0.4%)
|
2.24B
est: 2.23B (+0.1%)
|
2.36B
2.34B – 2.38B
+5.8% YoY
|
2.48B
2.47B – 2.50B
+4.7% YoY
|
2.60B
2.58B – 2.61B
+4.9% YoY
|
| EBITDA |
79.00M
est: 65.64M (+20.4%)
|
90.62M
est: 81.22M (+11.6%)
|
107.92M
est: 79.41M (+35.9%)
|
126.69M
est: 105.06M (+20.6%)
|
118.68M
est: 118.59M (+0.1%)
|
112.85M
est: 129.19M (-12.7%)
|
128.83M
est: 142.93M (-9.9%)
|
179.59M
est: 171.14M (+4.9%)
|
252.05M
est: 238.75M (+5.6%)
|
261.36M
est: 252.92M (+3.3%)
|
221.71M
est: 221.69M (+0.0%)
|
108.66M
est: 101.19M (+7.4%)
|
183.20M
est: 152.16M (+20.4%)
|
275.36M
est: 291.16M (-5.4%)
|
344.29M
est: 316.58M (+8.8%)
|
369.32M
est: 360.37M (+2.5%)
|
346.73M
est: 481.12M (-27.9%)
|
354.45M
est: 183.68M (+93.0%)
|
408.88M
est: 326.23M (+25.3%)
|
472.91M
est: 445.90M (+6.1%)
|
466.69M
est: 466.22M (+0.1%)
|
440.43M
est: 356.64M (+23.5%)
|
578.01M
est: 562.26M (+2.8%)
|
641.62M
est: 618.49M (+3.7%)
|
686.59M
est: 835.16M (-17.8%)
|
678.86M
est: 823.41M (-17.6%)
|
751.53M
est: 867.12M (-13.3%)
|
917.20M
909.39M – 925.00M
+5.8% YoY
|
960.67M
956.77M – 968.48M
+4.7% YoY
|
1.01B
1.00B – 1.01B
+4.9% YoY
|
| EBIT |
65.50M
est: 54.54M (+20.1%)
|
76.89M
est: 73.00M (+5.3%)
|
93.22M
est: 71.88M (+29.7%)
|
111.24M
est: 96.31M (+15.5%)
|
100.18M
est: 102.37M (-2.1%)
|
112.85M
est: 112.31M (+0.5%)
|
128.83M
est: 125.54M (+2.6%)
|
161.53M
est: 154.86M (+4.3%)
|
226.00M
est: 215.48M (+4.9%)
|
232.27M
est: 228.11M (+1.8%)
|
186.21M
est: 192.79M (-3.4%)
|
73.52M
est: 68.91M (+6.7%)
|
152.72M
est: 124.82M (+22.4%)
|
236.60M
est: 237.99M (-0.6%)
|
279.77M
est: 257.35M (+8.7%)
|
308.93M
est: 301.91M (+2.3%)
|
302.13M
est: 279.83M (+8.0%)
|
306.16M
est: 135.19M (+126.5%)
|
363.30M
est: 320.21M (+13.5%)
|
425.15M
est: 411.91M (+3.2%)
|
418.99M
est: 423.21M (-1.0%)
|
385.93M
est: 318.54M (+21.2%)
|
518.68M
est: 516.50M (+0.4%)
|
575.62M
est: 568.15M (+1.3%)
|
613.99M
est: 687.47M (-10.7%)
|
592.11M
est: 677.79M (-12.6%)
|
644.09M
est: 713.77M (-9.8%)
|
755.00M
748.57M – 761.42M
+5.8% YoY
|
790.78M
787.57M – 797.21M
+4.7% YoY
|
829.59M
824.25M – 834.93M
+4.9% YoY
|
| Net Income |
44.70M
est: 36.70M (+21.8%)
|
47.30M
est: 45.08M (+4.9%)
|
59.30M
est: 45.76M (+29.6%)
|
70.11M
est: 60.72M (+15.5%)
|
65.27M
est: 66.66M (-2.1%)
|
75.63M
est: 75.22M (+0.5%)
|
86.71M
est: 84.47M (+2.7%)
|
108.68M
est: 104.21M (+4.3%)
|
149.77M
est: 142.83M (+4.9%)
|
152.84M
est: 149.90M (+2.0%)
|
120.88M
est: 124.32M (-2.8%)
|
48.97M
est: 45.29M (+8.1%)
|
102.84M
est: 83.80M (+22.7%)
|
149.13M
est: 157.05M (-5.0%)
|
210.82M
est: 193.60M (+8.9%)
|
225.57M
est: 219.91M (+2.6%)
|
345.71M
est: 308.65M (+12.0%)
|
40.67M
est: 59.24M (-31.3%)
|
252.41M
est: 221.73M (+13.8%)
|
341.05M
est: 321.93M (+5.9%)
|
343.85M
est: 342.70M (+0.3%)
|
330.46M
est: 267.97M (+23.3%)
|
439.87M
est: 427.72M (+2.8%)
|
460.65M
est: 470.49M (-2.1%)
|
506.51M
est: 498.25M (+1.7%)
|
486.08M
est: 482.63M (+0.7%)
|
521.84M
est: 516.24M (+1.1%)
|
530.76M
524.03M – 537.68M
+2.8% YoY
|
577.39M
569.73M – 585.04M
+8.8% YoY
|
634.37M
626.26M – 641.17M
+9.9% YoY
|
| SGA |
119.70M
est: 109.79M (+9.0%)
|
124.30M
est: 118.38M (+5.0%)
|
118.20M
est: 90.87M (+30.1%)
|
119.61M
est: 103.31M (+15.8%)
|
113.77M
est: 117.30M (-3.0%)
|
119.14M
est: 119.14M (0.0%)
|
135.88M
est: 132.59M (+2.5%)
|
145.10M
est: 138.95M (+4.4%)
|
177.99M
est: 169.83M (+4.8%)
|
184.67M
est: 182.29M (+1.3%)
|
208.25M
est: 221.39M (-5.9%)
|
180.81M
est: 171.65M (+5.3%)
|
212.61M
est: 174.63M (+21.7%)
|
276.93M
est: 294.90M (-6.1%)
|
276.26M
est: 255.36M (+8.2%)
|
303.57M
est: 297.99M (+1.9%)
|
324.02M
est: 303.74M (+6.7%)
|
341.73M
est: 336.94M (+1.4%)
|
372.50M
est: 321.76M (+15.8%)
|
382.99M
est: 362.72M (+5.6%)
|
367.74M
est: 367.02M (+0.2%)
|
355.80M
est: 289.34M (+23.0%)
|
422.98M
est: 412.15M (+2.6%)
|
404.73M
est: 453.36M (-10.7%)
|
432.16M
est: 444.65M (-2.8%)
|
465.13M
est: 438.39M (+6.1%)
|
480.15M
est: 461.66M (+4.0%)
|
488.33M
484.17M – 492.48M
+5.8% YoY
|
511.47M
509.39M – 515.63M
+4.7% YoY
|
536.57M
533.12M – 540.03M
+4.9% YoY
|
| EPS |
0.17
est: 0.14 (+25.9%)
|
0.20
est: 0.19 (+5.3%)
|
0.29
est: 0.19 (+56.8%)
|
0.34
est: 0.26 (+30.8%)
|
0.31
est: 0.33 (-6.1%)
|
0.35
est: 0.34 (+2.9%)
|
0.42
est: 0.39 (+7.7%)
|
0.52
est: 0.48 (+8.3%)
|
0.74
est: 0.66 (+12.1%)
|
0.78
est: 0.76 (+2.6%)
|
0.67
est: 0.74 (-9.5%)
|
0.27
est: 0.23 (+17.4%)
|
0.57
est: 0.41 (+39.0%)
|
0.82
est: 0.93 (-11.8%)
|
1.15
est: 0.97 (+18.6%)
|
1.25
est: 2.36 (-47.0%)
|
2.00
est: 1.90 (+5.2%)
|
0.24
est: 1.14 (-78.9%)
|
1.50
est: 1.45 (+3.2%)
|
2.04
est: 1.89 (+7.9%)
|
2.07
est: 1.81 (+14.2%)
|
1.97
est: 1.85 (+6.5%)
|
2.59
est: 2.41 (+7.6%)
|
2.73
est: 2.60 (+5.0%)
|
3.01
est: 2.95 (+1.9%)
|
2.88
est: 2.90 (-0.6%)
|
3.14
est: 2.98 (+5.3%)
|
3.13
3.10 – 3.18
+4.9% YoY
|
3.40
3.37 – 3.46
+8.6% YoY
|
3.74
3.70 – 3.79
+10.2% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-27 | DA Davidson | Neutral | Neutral | Maintain |
| 2026-04-24 | Baird | Neutral | Neutral | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 1/5 |
| 2026-05-27 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 1/5 |
| 2026-05-26 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 1/5 |
| 2026-05-22 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 1/5 |
| 2026-05-21 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 1/5 |
| 2026-05-20 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 1/5 |
| 2026-05-19 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 1/5 |
| 2026-05-18 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 1/5 |
| 2026-05-15 | A | 4/5 | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-14 | A | 4/5 | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-13 | A | 4/5 | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-12 | A | 4/5 | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-11 | A | 4/5 | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-08 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-07 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-06 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-05 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-04 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-01 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-30 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-29 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-28 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-24 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 2/5 |
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 | 16.77M | 9.87% | — | 94.0K | 16.53M | 243.4K | IA | — | 2022-02-10 | ↗ |
| 2 | (1) BlackRock, Inc. | 14.11M | 8.30% | 13.60M | — | 14.11M | — | HC | Delaware | 2022-02-01 | ↗ |
| 3 | Fiera Capital Corporation | 10.49M | 6.17% | 9.36M | 1.13M | 9.36M | 1.13M | FI | Canada | 2022-02-04 | ↗ |
| 4 | PineStone Asset Management Inc. | 9.24M | 5.43% | 9.24M | — | 9.24M | — | IA | Canada | 2023-08-30 | ↗ |
| 5 | 52-0556948 | 7.26M | 4.30% | 1.77M | — | 7.26M | — | IA | Maryland | 2020-02-14 | ↗ |
| 6 | Mairs and Power, Inc. 41 - 0844499 | 2.90M | 4.90% | 2.13M | — | 2.90M | — | IA | St Paul Minnesota | 2012-02-10 | ↗ |
| 7 | Eaton Vance Management 04-3101341 | 2.10M | 11.00% | 2.10M | — | 2.10M | — | IA | United States of America | 2013-01-29 | ↗ |
| 8 | 55402-4302 | 2.06M | 6.61% | 601.9K | 1.44M | 48.2K | 1.45M | HC | Delaware, U.S.A. | 2002-02-13 | ↗ |
| 9 | 04-2683227 | 2.03M | 2.96% | — | 1.72M | — | — | IA | Massachusetts | 2006-02-14 | ↗ |
| 10 | National Association | 1.95M | 6.27% | 561.1K | 1.38M | 7.4K | 1.39M | BK | United States of America | 2002-02-13 | ↗ |
| 11 | Abigail P. Johnson | 1.95M | 4.23% | — | — | 1.95M | — | IN | United States of America | 2004-02-17 | ↗ |
| 12 | Edward C. Johnson 3d | 1.95M | 4.23% | — | — | 1.95M | — | IN | United States of America | 2004-02-17 | ↗ |
| 13 | FMR Corp. | 1.95M | 4.23% | 491.2K | — | 1.95M | — | HC | Delaware | 2004-02-17 | ↗ |
| 14 | Tax I.D. No.: 41-0255900 | 1.92M | 7.43% | 737.5K | 1.16M | 20.9K | 1.17M | HC | Delaware, U.S.A. | 1998-08-10 | ↗ |
| 15 | Graco Inc. | 1.52M | 44.50% | — | 1.52M | — | 10.00 | CO | Minnesota | 2007-12-13 | ↗ |
| 16 | Paul M. Torgerson | 1.12M | 5.50% | — | 125.0K | — | 1.12M | IN | USA | 2001-02-01 | ↗ |
| 17 | David A. Koch | 580.4K | 1.30% | 59.5K | 520.9K | 59.5K | 520.9K | IN | USA | 2003-04-09 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 18.42M -363.3K (-1.9%) | 1.51B -85.9M (-5.4%) | 11.13% -0.196 pp | 0.03% -0.002 pp | USD87.40 -6.2% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 16.34M -227.4K (-1.4%) | 1.34B -68.2M (-4.8%) | 9.88% -0.117 pp | 0.02% -0.002 pp | USD31.84 +157.4% | 84 qtrs — |
| 3 | STATE STREET CORP | 7.81M +242.8K (+3.2%) | 640.50M -2.7M (-0.4%) | 4.72% +0.156 pp | 0.02% -0.001 pp | USD53.21 +54.0% | 51 qtrs — |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 4.65M +261.1K (+5.9%) | 380.64M +8.3M (+2.2%) | 2.81% +0.163 pp | 0.02% 0.000 pp | USD60.42 +35.7% | 78 qtrs — |
| 5 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4.26M -294.4K (-6.5%) | 348.93M -37.7M (-9.8%) | 2.56% -0.187 pp | 0.94% -0.006 pp | USD33.05 +148.0% | 66 qtrs — |
| 6 | FIERA CAPITAL CORP | 4.12M -233.6K (-5.4%) | 337.37M -32.1M (-8.7%) | 2.49% -0.136 pp | 1.07% -0.125 pp | USD31.84 +157.4% | 59 qtrs — |
| 7 | MORGAN STANLEY | 4.06M +206.9K (+5.4%) | 332.56M +5.5M (+1.7%) | 2.45% +0.130 pp | 0.02% +0.000 pp | USD67.38 +21.7% | 51 qtrs — |
| 8 | MAIRS & POWER INC | 3.91M -28.4K (-0.7%) | 320.14M -14.1M (-4.2%) | 2.36% -0.012 pp | 3.08% -0.060 pp | USD22.27 +268.1% | 62 qtrs — |
| 9 | STONEPINE ASSET MANAGEMENT INC. | 3.79M -13.3K (-0.4%) | 310.58M -12.5M (-3.9%) | 2.29% -0.003 pp | 1.93% -0.079 pp | USD78.75 +4.1% | 13 qtrs — |
| 10 | FLOSSBACH VON STORCH AG | 3.25M -85.3K (-2.6%) | 266.58M -17.0M (-6.0%) | 1.97% -0.047 pp | 1.06% -0.061 pp | USD83.03 -1.3% | 8 qtrs — |
| 11 | PRINCIPAL FINANCIAL GROUP INC | 2.41M -52.5K (-2.1%) | 197.25M -11.7M (-5.6%) | 1.45% -0.029 pp | 0.10% -0.005 pp | USD74.96 +9.4% | 81 qtrs — |
| 12 | AMUNDI | 2.04M -36.5K (-1.8%) | 167.25M -8.8M (-5.0%) | 1.23% -0.020 pp | 0.05% -0.011 pp | USD74.88 +9.5% | 14 qtrs — |
| 13 | NORGES BANK | 1.98M +2.0M (+100.0%) | 161.95M +161.9M (+100.0%) | 1.19% +1.194 pp | 0.02% +0.017 pp | USD81.97 +0.0% | 1 qtrs NEW |
| 14 | NORTHERN TRUST CORP | 1.82M -46.6K (-2.5%) | 149.11M -9.4M (-5.9%) | 1.09% -0.032 pp | 0.02% -0.001 pp | USD57.84 +41.7% | 51 qtrs — |
| 15 | ALECTA TJANSTEPENSION OMSESIDIGT | 1.75M +— (+0.0%) | 143.43M -5.3M (-3.5%) | 1.06% +0.002 pp | 0.63% -0.033 pp | USD34.89 +134.9% | 45 qtrs — |
| 16 | INVESCO LTD. | 1.51M -64.0K (-4.1%) | 123.66M -9.9M (-7.4%) | 0.91% -0.037 pp | 0.02% -0.002 pp | USD78.35 +4.6% | 57 qtrs — |
| 17 | FIRST TRUST ADVISORS LP | 1.47M -1.7K (-0.1%) | 120.84M -4.5M (-3.6%) | 0.89% -0.004 pp | 0.09% -0.006 pp | USD79.41 +3.2% | 43 qtrs — |
| 18 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.41M -120.5K (-7.9%) | 115.68M -14.5M (-11.1%) | 0.85% -0.071 pp | 0.04% -0.003 pp | USD84.24 -2.7% | 24 qtrs — |
| 19 | BANK OF NEW YORK MELLON CORP | 1.40M -28.0K (-2.0%) | 114.98M -6.6M (-5.4%) | 0.85% -0.015 pp | 0.02% -0.003 pp | USD40.56 +102.1% | 66 qtrs — |
| 20 | DIMENSIONAL FUND ADVISORS LP | 1.31M -2.1K (-0.2%) | 107.01M -4.1M (-3.7%) | 0.79% +0.000 pp | 0.02% -0.001 pp | USD51.45 +59.3% | 51 qtrs — |
| 21 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1.28M -1.2K (-0.1%) | 104.79M -3.9M (-3.6%) | 0.77% +0.001 pp | 0.18% -0.018 pp | USD85.20 -3.8% | 4 qtrs — |
| 22 | UBS ASSET MANAGEMENT AMERICAS INC | 1.25M +27.3K (+2.2%) | 102.78M -1.4M (-1.4%) | 0.76% +0.018 pp | 0.02% -0.001 pp | USD72.34 +13.3% | 68 qtrs — |
| 23 | NEUBERGER BERMAN GROUP LLC | 1.16M -75.7K (-6.1%) | 94.73M -9.9M (-9.5%) | 0.69% -0.048 pp | 0.07% -0.006 pp | USD26.48 +209.6% | 61 qtrs — |
| 24 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 1.15M +28.9K (+2.6%) | 94.32M -984.6K (-1.0%) | 0.69% +0.015 pp | 0.14% -0.011 pp | USD78.41 +4.5% | 7 qtrs — |
| 25 | FENIMORE ASSET MANAGEMENT INC | 1.11M +9.9K (+0.9%) | 91.21M -2.5M (-2.7%) | 0.67% +0.007 pp | 1.90% +0.021 pp | USD31.75 +158.2% | 73 qtrs — |
| 26 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1.10M +20.8K (+1.9%) | 89.89M -1.5M (-1.7%) | 0.66% +0.010 pp | 0.35% -0.016 pp | USD83.78 -2.2% | 7 qtrs — |
| 27 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.09M +4.4K (+0.4%) | 89.42M -2.9M (-3.1%) | 0.66% +0.000 pp | 0.01% -0.001 pp | USD41.33 +98.3% | 67 qtrs — |
| 28 | RUSSELL INVESTMENTS GROUP, LTD. | 1.08M -60.9K (-5.3%) | 88.80M -8.3M (-8.5%) | 0.65% -0.039 pp | 0.10% -0.014 pp | USD61.61 +33.0% | 37 qtrs — |
| 29 | WELLINGTON MANAGEMENT GROUP LLP | 1.04M -157.6K (-13.1%) | 85.34M -16.5M (-16.2%) | 0.63% -0.097 pp | 0.02% -0.003 pp | USD64.72 +26.7% | 22 qtrs — |
| 30 | TWO SIGMA ADVISERS, LP | 1.01M +392.9K (+63.2%) | 83.17M +30.3M (+57.4%) | 0.61% +0.238 pp | 0.16% +0.056 pp | USD83.36 -1.7% | 24 qtrs — |
| 31 | BANK OF MONTREAL /CAN/ | 1.01M +953.0K (+1,636.9%) | 82.89M +77.9M (+1,575.8%) | 0.61% +0.576 pp | 0.03% +0.027 pp | USD81.77 +0.2% | 51 qtrs — |
| 32 | CAPITAL WORLD INVESTORS | 961.6K -362.0 (0.0%) | 78.82M -2.9M (-3.6%) | 0.58% +0.001 pp | 0.01% 0.000 pp | USD25.21 +225.1% | 50 qtrs — |
| 33 | PORT CAPITAL LLC | 867.1K +6.0K (+0.7%) | 71.07M -2.1M (-2.9%) | 0.52% +0.005 pp | 3.07% +0.016 pp | USD61.50 +33.3% | 33 qtrs — |
| 34 | BANK OF AMERICA CORP /DE/ | 833.8K +244.1K (+41.4%) | 68.35M +18.2M (+36.4%) | 0.50% +0.148 pp | 0.01% +0.002 pp | USD66.19 +23.8% | 52 qtrs — |
| 35 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 826.6K -180.8K (-17.9%) | 67.75M -17.8M (-20.8%) | 0.50% -0.111 pp | 0.69% +0.041 pp | USD70.92 +15.6% | 19 qtrs — |
| 36 | SNYDER CAPITAL MANAGEMENT L P | 806.7K -26.9K (-3.2%) | 66.13M -4.7M (-6.6%) | 0.49% -0.015 pp | 1.23% -0.107 pp | USD36.62 +123.8% | 70 qtrs — |
| 37 | MAREN CAPITAL LLC | 788.6K +19.2K (+2.5%) | 64.65M -728.9K (-1.1%) | 0.47% +0.010 pp | 3.48% -0.163 pp | USD85.16 -3.7% | 9 qtrs — |
| 38 | HSBC HOLDINGS PLC | 786.7K +176.7K (+29.0%) | 64.49M +12.7M (+24.5%) | 0.48% +0.108 pp | 0.03% +0.004 pp | USD83.49 -1.8% | 13 qtrs — |
| 39 | TWO SIGMA INVESTMENTS, LP | 777.3K +257.9K (+49.6%) | 63.72M +19.6M (+44.4%) | 0.47% +0.157 pp | 0.09% +0.024 pp | USD83.36 -1.7% | 4 qtrs — |
| 40 | AQR CAPITAL MANAGEMENT LLC | 765.7K -39.3K (-4.9%) | 62.76M -5.5M (-8.1%) | 0.46% -0.025 pp | 0.03% -0.011 pp | USD84.03 -2.5% | 33 qtrs — |
| 41 | MILLENNIUM MANAGEMENT LLC | 752.3K +300.7K (+66.6%) | 61.66M +23.3M (+60.7%) | 0.45% +0.182 pp | 0.03% +0.010 pp | USD82.99 -1.2% | 38 qtrs — |
| 42 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 742.0K -313.6K (-29.7%) | 60.82M -28.9M (-32.2%) | 0.45% -0.191 pp | 0.04% -0.016 pp | USD77.22 +6.2% | 14 qtrs — |
| 43 | GAMCO INVESTORS, INC. ET AL | 708.6K -7.5K (-1.0%) | 58.08M -2.8M (-4.5%) | 0.43% -0.004 pp | 0.56% -0.032 pp | USD18.62 +340.2% | 64 qtrs — |
| 44 | TD ASSET MANAGEMENT INC | 659.2K -71.3K (-9.8%) | 54.03M -8.0M (-12.9%) | 0.40% -0.042 pp | 0.04% -0.007 pp | USD81.88 +0.1% | 51 qtrs — |
| 45 | UBS GROUP AG | 651.0K -315.0K (-32.6%) | 53.37M -28.7M (-35.0%) | 0.39% -0.189 pp | 0.01% -0.004 pp | USD81.63 +0.4% | 45 qtrs — |
| 46 | LEGAL & GENERAL GROUP PLC | 644.4K +5.6K (+0.9%) | 52.82M -1.5M (-2.7%) | 0.39% +0.004 pp | 0.01% -0.001 pp | USD66.32 +23.6% | 47 qtrs — |
| 47 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 623.0K -31.1K (-4.7%) | 51.06M -4.5M (-8.1%) | 0.38% -0.018 pp | 0.77% -0.028 pp | USD29.04 +182.3% | 64 qtrs — |
| 48 | GABELLI FUNDS LLC | 608.3K -2.0K (-0.3%) | 49.86M -2.0M (-3.8%) | 0.37% -0.001 pp | 0.34% -0.013 pp | USD17.62 +365.2% | 64 qtrs — |
| 49 | JPMORGAN CHASE & CO | 602.4K -59.6K (-9.0%) | 49.38M -6.9M (-12.2%) | 0.36% -0.035 pp | 0.00% 0.000 pp | USD73.40 +11.7% | 51 qtrs — |
| 50 | AMERICAN CENTURY COMPANIES INC | 597.5K +211.6K (+54.8%) | 48.98M +16.2M (+49.4%) | 0.36% +0.126 pp | 0.02% +0.008 pp | USD62.82 +30.5% | 51 qtrs — |
| 51 | WELLS FARGO & COMPANY/MN | 591.4K +12.1K (+2.1%) | 48.48M -742.9K (-1.5%) | 0.36% +0.008 pp | 0.01% -0.001 pp | USD27.96 +193.2% | 57 qtrs — |
| 52 | FUNDSMITH LLP | 579.0K -321.5K (-35.7%) | 47.46M -29.0M (-38.0%) | 0.35% -0.193 pp | 0.28% -0.109 pp | USD80.43 +1.9% | 12 qtrs — |
| 53 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 535.1K +— (+0.0%) | 43.86M -1.6M (-3.5%) | 0.32% +0.001 pp | 0.03% -0.004 pp | USD63.28 +29.5% | 31 qtrs — |
| 54 | CONESTOGA CAPITAL ADVISORS, LLC | 531.4K +67.5K (+14.6%) | 43.56M +4.1M (+10.5%) | 0.32% +0.041 pp | 0.73% +0.101 pp | USD63.46 +29.2% | 56 qtrs — |
| 55 | SCHRODER INVESTMENT MANAGEMENT GROUP | 524.0K +189.0K (+56.4%) | 43.54M +15.2M (+53.8%) | 0.31% +0.113 pp | 0.03% +0.011 pp | USD83.95 -2.4% | 3 qtrs — |
| 56 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 528.3K +249.1K (+89.2%) | 43.31M +19.6M (+82.5%) | 0.32% +0.149 pp | 0.03% +0.010 pp | USD83.54 -1.9% | 8 qtrs — |
| 57 | GOLDMAN SACHS GROUP INC | 524.2K +145.3K (+38.4%) | 42.97M +10.8M (+33.5%) | 0.32% +0.088 pp | 0.01% +0.001 pp | USD68.98 +18.8% | 73 qtrs — |
| 58 | AMERIPRISE FINANCIAL INC | 507.0K +23.2K (+4.8%) | 41.56M +459.3K (+1.1%) | 0.30% +0.013 pp | 0.01% +0.000 pp | USD69.99 +17.1% | 51 qtrs — |
| 59 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 506.9K +506.9K (+100.0%) | 41.56M +41.6M (+100.0%) | 0.30% +0.305 pp | 0.05% +0.048 pp | USD81.97 +0.0% | 12 qtrs — |
| 60 | QUANTUM CAPITAL MANAGEMENT, LLC / NJ | 501.0K -10.7K (-2.1%) | 41.07M -2.4M (-5.5%) | 0.30% -0.006 pp | 4.76% -0.011 pp | USD68.69 +19.3% | 52 qtrs — |
| 61 | RHUMBLINE ADVISERS | 494.7K -13.1K (-2.6%) | 40.55M -2.6M (-6.0%) | 0.30% -0.007 pp | 0.03% -0.002 pp | USD37.17 +120.5% | 56 qtrs — |
| 62 | DEUTSCHE BANK AG\ | 489.0K +131.9K (+36.9%) | 40.08M +9.7M (+32.1%) | 0.30% +0.080 pp | 0.01% +0.003 pp | USD81.79 +0.2% | 50 qtrs — |
| 63 | CANOE FINANCIAL LP | 486.4K -68.0K (-12.3%) | 39.87M -7.2M (-15.4%) | 0.29% -0.040 pp | 0.54% -0.131 pp | USD86.02 -4.7% | 8 qtrs — |
| 64 | SEI INVESTMENTS CO | 479.9K -36.8K (-7.1%) | 39.34M -4.6M (-10.4%) | 0.29% -0.023 pp | 0.04% -0.008 pp | USD68.83 +19.1% | 45 qtrs — |
| 65 | MADISON ASSET MANAGEMENT, LLC | 473.8K -25.4K (-5.1%) | 38.84M -3.6M (-8.4%) | 0.29% -0.015 pp | 0.45% -0.021 pp | USD86.87 -5.6% | 6 qtrs — |
| 66 | ENSIGN PEAK ADVISORS, INC | 460.2K -127.1K (-21.6%) | 37.73M -12.2M (-24.4%) | 0.28% -0.076 pp | 0.07% -0.015 pp | USD80.87 +1.4% | 25 qtrs — |
| 67 | SWISS NATIONAL BANK | 455.5K -26.4K (-5.5%) | 37.34M -3.6M (-8.8%) | 0.28% -0.015 pp | 0.02% -0.002 pp | USD51.87 +58.0% | 51 qtrs — |
| 68 | RAYMOND JAMES FINANCIAL INC | 409.6K -8.8K (-2.1%) | 33.57M -2.0M (-5.6%) | 0.25% -0.006 pp | 0.01% -0.001 pp | USD84.29 -2.8% | 5 qtrs — |
| 69 | PROSHARE ADVISORS LLC | 407.3K -7.9K (-1.9%) | 33.39M -1.9M (-5.4%) | 0.25% -0.004 pp | 0.06% -0.015 pp | USD70.00 +17.1% | 56 qtrs — |
| 70 | AE WEALTH MANAGEMENT LLC | 398.3K +98.1K (+32.7%) | 32.65M +7.1M (+28.0%) | 0.24% +0.060 pp | 0.19% +0.025 pp | USD80.53 +1.8% | 27 qtrs — |
| 71 | HIGHTOWER ADVISORS, LLC | 396.8K -27.9K (-6.6%) | 32.53M -3.6M (-9.8%) | 0.24% -0.016 pp | 0.04% -0.005 pp | USD70.38 +16.5% | 34 qtrs — |
| 72 | MARSHALL WACE, LLP | 395.9K +73.7K (+22.9%) | 32.45M +5.1M (+18.6%) | 0.24% +0.045 pp | 0.03% +0.002 pp | USD84.61 -3.1% | 8 qtrs — |
| 73 | ROYAL BANK OF CANADA | 394.8K -86.4K (-18.0%) | 32.36M -8.5M (-20.8%) | 0.24% -0.052 pp | 0.01% -0.001 pp | USD77.58 +5.7% | 51 qtrs — |
| 74 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 390.5K +101.5K (+35.1%) | 32.01M +7.5M (+30.3%) | 0.24% +0.062 pp | 0.11% +0.030 pp | USD82.32 -0.4% | 23 qtrs — |
| 75 | RENAISSANCE TECHNOLOGIES LLC | 384.4K +48.4K (+14.4%) | 31.51M +3.0M (+10.4%) | 0.23% +0.030 pp | 0.05% +0.011 pp | USD82.25 -0.3% | 12 qtrs — |
| 76 | TUDOR INVESTMENT CORP ET AL | 382.8K +365.4K (+2,100.4%) | 31.38M +29.9M (+2,023.0%) | 0.23% +0.220 pp | 0.06% +0.056 pp | USD82.12 -0.2% | 3 qtrs — |
| 77 | US BANCORP \DE\ | 367.1K +60.4K (+19.7%) | 30.09M +4.0M (+15.5%) | 0.22% +0.037 pp | 0.04% +0.004 pp | USD52.79 +55.3% | 51 qtrs — |
| 78 | ACADIAN ASSET MANAGEMENT LLC | 365.2K +223.2K (+157.2%) | 29.92M +17.9M (+148.2%) | 0.22% +0.135 pp | 0.05% +0.028 pp | USD82.14 -0.2% | 28 qtrs — |
| 79 | DISCIPLINED GROWTH INVESTORS INC /MN | 358.4K +7.5K (+2.1%) | 29.38M -431.6K (-1.4%) | 0.22% +0.005 pp | 0.56% +0.022 pp | USD24.59 +233.3% | 54 qtrs — |
| 80 | NORDEA INVESTMENT MANAGEMENT AB | 342.2K +256.6K (+299.6%) | 28.26M +21.0M (+289.2%) | 0.21% +0.155 pp | 0.02% +0.018 pp | USD82.39 -0.5% | 12 qtrs — |
| 81 | EPOCH INVESTMENT PARTNERS, INC. | 343.6K -40.7K (-10.6%) | 28.16M -4.5M (-13.7%) | 0.21% -0.025 pp | 0.16% -0.019 pp | USD79.46 +3.2% | 21 qtrs — |
| 82 | WORLDQUANT MILLENNIUM ADVISORS LLC | 335.3K +60.4K (+22.0%) | 27.49M +4.1M (+17.7%) | 0.20% +0.037 pp | 0.11% +0.006 pp | USD84.68 -3.2% | 12 qtrs — |
| 83 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 329.4K -10.9K (-3.2%) | 27.00M -1.9M (-6.6%) | 0.20% -0.006 pp | 0.02% -0.001 pp | USD73.92 +10.9% | 19 qtrs — |
| 84 | BAIRD FINANCIAL GROUP, INC. | 323.2K -65.3K (-16.8%) | 26.49M -6.5M (-19.7%) | 0.19% -0.040 pp | 0.04% -0.012 pp | USD34.25 +139.3% | 40 qtrs — |
| 85 | KLP KAPITALFORVALTNING AS | 316.7K +198.4K (+167.7%) | 25.96M +15.9M (+158.3%) | 0.19% +0.120 pp | 0.10% +0.060 pp | USD82.97 -1.2% | 5 qtrs — |
| 86 | FIRST MANHATTAN CO. LLC. | 305.1K -1.2K (-0.4%) | 25.01M -1.0M (-3.9%) | 0.18% 0.000 pp | 0.07% -0.003 pp | USD33.38 +145.6% | 51 qtrs — |
| 87 | RETIREMENT SYSTEMS OF ALABAMA | 303.3K -1.4K (-0.4%) | 24.86M -1.0M (-3.9%) | 0.18% 0.000 pp | 0.08% -0.005 pp | USD37.41 +119.1% | 52 qtrs — |
| 88 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 298.1K +22.0K (+8.0%) | 24.44M +975.1K (+4.2%) | 0.18% +0.013 pp | 0.02% +0.000 pp | USD44.38 +84.7% | 52 qtrs — |
| 89 | TEACHER RETIREMENT SYSTEM OF TEXAS | 297.8K +222.3K (+294.4%) | 24.41M +18.0M (+280.5%) | 0.18% +0.134 pp | 0.08% +0.059 pp | USD82.69 -0.9% | 23 qtrs — |
| 90 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 292.1K -1.1K (-0.4%) | 23.95M -967.3K (-3.9%) | 0.18% 0.000 pp | 0.01% -0.001 pp | USD40.71 +101.4% | 58 qtrs — |
| 91 | SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | 289.6K -578.0 (-0.2%) | 23.73M -914.9K (-3.7%) | 0.18% +0.000 pp | 0.10% -0.004 pp | USD84.69 -3.2% | 12 qtrs — |
| 92 | NATIXIS ADVISORS, L.P. | 286.8K -6.1K (-2.1%) | 23.51M -1.4M (-5.5%) | 0.17% -0.003 pp | 0.03% -0.003 pp | USD79.23 +3.5% | 37 qtrs — |
| 93 | BARCLAYS PLC | 286.7K +154.6K (+117.0%) | 23.50M +11.9M (+103.3%) | 0.17% +0.094 pp | 0.01% +0.003 pp | USD81.90 +0.1% | 51 qtrs — |
| 94 | QUANTINNO CAPITAL MANAGEMENT LP | 250.6K +10.0K (+4.1%) | 20.54M +96.4K (+0.5%) | 0.15% +0.006 pp | 0.04% -0.015 pp | USD84.05 -2.5% | 29 qtrs — |
| 95 | PACER ADVISORS, INC. | 228.0K +30.0K (+15.2%) | 18.69M +1.9M (+11.1%) | 0.14% +0.018 pp | 0.05% +0.005 pp | USD84.64 -3.2% | 22 qtrs — |
| 96 | NUVEEN, LLC | 223.6K -17.8K (-7.4%) | 18.33M -2.2M (-10.6%) | 0.14% -0.011 pp | 0.00% -0.001 pp | USD83.51 -1.8% | 4 qtrs — |
| 97 | STIFEL FINANCIAL CORP | 213.5K -8.1K (-3.7%) | 17.50M -1.3M (-7.1%) | 0.13% -0.005 pp | 0.02% -0.001 pp | USD58.13 +41.0% | 48 qtrs — |
| 98 | TREXQUANT INVESTMENT LP | 213.0K +118.2K (+124.6%) | 17.46M +9.4M (+116.7%) | 0.13% +0.072 pp | 0.16% +0.073 pp | USD83.61 -2.0% | 10 qtrs — |
| 99 | ALLIANCEBERNSTEIN L.P. | 211.8K -1.4K (-0.7%) | 17.36M -752.9K (-4.2%) | 0.13% -0.001 pp | 0.01% 0.000 pp | USD42.43 +93.2% | 61 qtrs — |
| 100 | DORSEY & WHITNEY TRUST CO LLC | 210.7K -1.3K (-0.6%) | 17.27M -744.0K (-4.1%) | 0.13% -0.001 pp | 0.91% -0.038 pp | USD27.65 +196.5% | 58 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Amundi MSCI Water UCITS ETF Acc WATC.L | 3.94% | 71.66M | 0.60% |
| 2 | Amundi MSCI Water UCITS ETF Dist WATU.L | 3.94% | 71.66M | 0.60% |
| 3 | Abacus FCF Real Assets Leaders ETF ABLD | 2.42% | 2.00M | 0.39% |
| 4 | Formidable Fortress ETF KONG | 2.32% | 513.5K | 0.89% |
| 5 | Running Oak Efficient Growth ETF RUNN | 1.61% | 5.41M | 0.58% |
| 6 | Invesco S&P MidCap Quality ETF XMHQ | 1.46% | 79.05M | 0.31% |
| 7 | ProShares - S&P MidCap 400 Dividend Aristocrats ETF REGL | 1.28% | 22.30M | 0.40% |
| 8 | Invesco S&P MidCap Low Volatility ETF XMLV | 1.20% | 8.84M | 0.25% |
| 9 | First Trust Horizon Managed Volatility Small/Mid ETF HSMV | 1.17% | 406.5K | 0.80% |
| 10 | Hilton Small-MidCap Opportunity ETF SMCO | 1.14% | 1.45M | 0.55% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | Simon Andrea Helen | Director | P-Purchase | A | Common Stock | 1,240 | 80.53 | 99.9K | 1,240 | D | ↗ |
| 2026-04-15 | Gupta Sanjiv | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 53,330 | 87.48 | 4.67M | 53,330 | D | ↗ |
| 2026-04-01 | Wheeler Kevin J. | Director | A-Award | A | Deferred Stock Shares | 276 | 0.00 | — | 7,977 | D | ↗ |
| 2026-04-01 | GILLIGAN J KEVIN | Director | A-Award | A | Deferred Stock Shares | 394 | 0.00 | — | 98,386 | D | ↗ |
| 2026-04-01 | FERAGEN JODY H | Director | A-Award | A | Deferred Stock Shares | 350 | 0.00 | — | 13,789 | D | ↗ |
| 2026-04-01 | Etchart Eric | Director | A-Award | A | Deferred Stock Shares | 145 | 0.00 | — | 17,566 | D | ↗ |
| 2026-04-01 | Black Archie C. | Director | A-Award | A | Deferred Stock Shares | 295 | 0.00 | — | 3,769 | D | ↗ |
| 2026-04-01 | Anfang Heather L | Director | A-Award | A | Deferred Stock Shares | 295 | 0.00 | — | 3,499 | D | ↗ |
| 2026-02-13 | Wordell Angela F | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 17,770 | 94.28 | 1.68M | 17,770 | D | ↗ |
| 2026-02-13 | White Timothy R | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 17,770 | 94.28 | 1.68M | 17,770 | D | ↗ |
| 2026-02-13 | Wheeler Kevin J. | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 5,240 | 94.28 | 494.0K | 5,240 | D | ↗ |
| 2026-02-13 | Thompson David J | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 17,770 | 94.28 | 1.68M | 17,770 | D | ↗ |
| 2026-02-13 | Simon Andrea Helen | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 5,240 | 94.28 | 494.0K | 5,240 | D | ↗ |
| 2026-02-13 | Schoenrock Kathryn L | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 17,770 | 94.28 | 1.68M | 17,770 | D | ↗ |
| 2026-02-13 | SHEAHAN MARK W | Director / Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 194,650 | 94.28 | 18.35M | 194,650 | D | ↗ |
| 2026-02-13 | O'Shea Peter J | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 17,770 | 94.28 | 1.68M | 17,770 | D | ↗ |
| 2026-02-13 | Merengo Claudio | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 17,770 | 94.28 | 1.68M | 17,770 | D | ↗ |
| 2026-02-13 | MORFITT MARTHA A M | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 5,240 | 94.28 | 494.0K | 5,240 | D | ↗ |
| 2026-02-13 | LOWE DAVID M | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 32,150 | 94.28 | 3.03M | 32,150 | D | ↗ |
| 2026-02-13 | Knutson Christopher D. | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 8,460 | 94.28 | 797.6K | 8,460 | D | ↗ |
| 2026-02-13 | Humke Joseph J | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 17,770 | 94.28 | 1.68M | 17,770 | D | ↗ |
| 2026-02-13 | Grasdal Inge | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 17,770 | 94.28 | 1.68M | 17,770 | D | ↗ |
| 2026-02-13 | GILLIGAN J KEVIN | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 5,240 | 94.28 | 494.0K | 5,240 | D | ↗ |
| 2026-02-13 | FERAGEN JODY H | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 5,240 | 94.28 | 494.0K | 5,240 | D | ↗ |
| 2026-02-13 | Evanson Laura L | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 17,770 | 94.28 | 1.68M | 17,770 | D | ↗ |
| 2026-02-13 | Etchart Eric | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 5,240 | 94.28 | 494.0K | 5,240 | D | ↗ |
| 2026-02-13 | Black Archie C. | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 5,240 | 94.28 | 494.0K | 5,240 | D | ↗ |
| 2026-02-13 | Banerjee Ronita | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 17,770 | 94.28 | 1.68M | 17,770 | D | ↗ |
| 2026-02-13 | Anfang Heather L | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 5,240 | 94.28 | 494.0K | 5,240 | D | ↗ |
| 2026-02-09 | LOWE DAVID M | Officer | M-Exempt | A | Common Stock | 3,000 | 23.85 | 71.5K | 663,524 | D | ↗ |
| 2026-02-06 | Wordell Angela F | Officer | M-Exempt | A | Common Stock | 2,832 | 30.35 | 85.9K | 16,192 | D | ↗ |
| 2026-02-04 | White Timothy R | Officer | M-Exempt | D | Non-qualified Stock Option (Right to Buy) | 1,469 | 23.85 | 35.0K | 0 | D | ↗ |
| 2026-02-03 | GILLIGAN J KEVIN | Director | S-Sale | D | Common Stock | 12,870 | 89.07 | 1.15M | 0 | D | ↗ |
| 2026-02-02 | Schoenrock Kathryn L | Officer | M-Exempt | D | Non-qualified Stock Option (Right to Buy) | 3,336 | 23.85 | 79.6K | 0 | D | ↗ |
| 2026-02-02 | O'Shea Peter J | Officer | S-Sale | D | Common Stock | 8,820 | 88.10 | 777.0K | 14,790 | D | ↗ |
| 2026-01-30 | Merengo Claudio | Officer | M-Exempt | D | Non-qualified Stock Option (Right to Buy) | 14,410 | 30.35 | 437.3K | 14,411 | D | ↗ |
| 2026-01-29 | SHEAHAN MARK W | Director / Officer | M-Exempt | A | Common Stock | 63,510 | 23.85 | 1.51M | 159,228 | D | ↗ |
| 2026-01-29 | MORFITT MARTHA A M | Director | M-Exempt | A | Common Stock | 18,000 | 26.68 | 480.2K | 237,027 | D | ↗ |
| 2026-01-29 | LOWE DAVID M | Officer | M-Exempt | D | Non-qualified Stock Option (Right to Buy) | 60,510 | 23.85 | 1.44M | 3,000 | D | ↗ |
| 2026-01-01 | Wheeler Kevin J. | Director | A-Award | A | Deferred Stock Shares | 285 | 0.00 | — | 7,676 | D | ↗ |
| 2026-01-01 | GILLIGAN J KEVIN | Director | A-Award | A | Deferred Stock Shares | 407 | 0.00 | — | 97,677 | D | ↗ |
| 2026-01-01 | FERAGEN JODY H | Director | A-Award | A | Deferred Stock Shares | 361 | 0.00 | — | 13,396 | D | ↗ |
| 2026-01-01 | Etchart Eric | Director | A-Award | A | Deferred Stock Shares | 300 | 0.00 | — | 17,365 | D | ↗ |
| 2026-01-01 | Carter Brett C | Director | A-Award | A | Common Stock | 76 | 81.97 | 6.2K | 4,055 | D | ↗ |
| 2026-01-01 | Black Archie C. | Director | A-Award | A | Deferred Stock Shares | 305 | 0.00 | — | 3,463 | D | ↗ |
| 2026-01-01 | Anfang Heather L | Director | A-Award | A | Deferred Stock Shares | 305 | 0.00 | — | 3,194 | D | ↗ |
| 2025-12-24 | White Timothy R | Officer | M-Exempt | A | Common Stock | 2,500 | 23.85 | 59.6K | 51,417 | D | ↗ |
| 2025-12-05 | Simon Andrea Helen | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 5,400 | 83.42 | 450.5K | 5,400 | D | ↗ |
| 2025-10-01 | Wheeler Kevin J. | Director | A-Award | A | Deferred Stock Shares | 275 | 0.00 | — | 7,366 | D | ↗ |
| 2025-10-01 | GILLIGAN J KEVIN | Director | A-Award | A | Deferred Stock Shares | 393 | 0.00 | — | 96,946 | D | ↗ |
| 2025-10-01 | FERAGEN JODY H | Director | A-Award | A | Deferred Stock Shares | 349 | 0.00 | — | 12,991 | D | ↗ |
| 2025-10-01 | Etchart Eric | Director | A-Award | A | Deferred Stock Shares | 290 | 0.00 | — | 17,008 | D | ↗ |
| 2025-10-01 | Carter Brett C | Director | A-Award | A | Common Stock | 73 | 84.96 | 6.2K | 3,966 | D | ↗ |
| 2025-10-01 | Black Archie C. | Director | A-Award | A | Deferred Stock Shares | 294 | 0.00 | — | 3,147 | D | ↗ |
| 2025-10-01 | Anfang Heather L | Director | A-Award | A | Deferred Stock Shares | 294 | 0.00 | — | 2,879 | D | ↗ |
| 2025-08-22 | Merengo Claudio | Officer | M-Exempt | A | Common Stock | 9,132 | 23.85 | 217.8K | 28,765 | D | ↗ |
| 2025-08-14 | Etchart Eric | Director | M-Exempt | A | Common Stock | 6,000 | 26.68 | 160.1K | 51,979 | D | ↗ |
| 2025-07-01 | Wheeler Kevin J. | Director | A-Award | A | Deferred Stock Shares | 272 | 0.00 | — | 7,068 | D | ↗ |
| 2025-07-01 | GILLIGAN J KEVIN | Director | A-Award | A | Deferred Stock Shares | 388 | 0.00 | — | 96,236 | D | ↗ |
| 2025-07-01 | FERAGEN JODY H | Director | A-Award | A | Deferred Stock Shares | 345 | 0.00 | — | 12,601 | D | ↗ |
| 2025-07-01 | Etchart Eric | Director | A-Award | A | Deferred Stock Shares | 286 | 0.00 | — | 16,663 | D | ↗ |
| 2025-07-01 | Carter Brett C | Director | A-Award | A | Common Stock | 72 | 85.97 | 6.2K | 3,880 | D | ↗ |
| 2025-07-01 | Black Archie C. | Director | A-Award | A | Deferred Stock Shares | 291 | 0.00 | — | 2,844 | D | ↗ |
| 2025-07-01 | Anfang Heather L | Director | A-Award | A | Deferred Stock Shares | 291 | 0.00 | — | 2,576 | D | ↗ |
| 2025-05-13 | Thompson David J | Officer | M-Exempt | A | Common Stock | 3,588 | 23.85 | 85.6K | 31,108 | D | ↗ |
| 2025-04-01 | Wheeler Kevin J. | Director | A-Award | A | Deferred Stock Shares | 280 | 0.00 | — | 6,773 | D | ↗ |
| 2025-04-01 | GILLIGAN J KEVIN | Director | A-Award | A | Deferred Stock Shares | 400 | 0.00 | — | 95,528 | D | ↗ |
| 2025-04-01 | FERAGEN JODY H | Director | A-Award | A | Deferred Stock Shares | 355 | 0.00 | — | 12,215 | D | ↗ |
| 2025-04-01 | Etchart Eric | Director | A-Award | A | Deferred Stock Shares | 295 | 0.00 | — | 16,322 | D | ↗ |
| 2025-04-01 | Carter Brett C | Director | A-Award | A | Common Stock | 74 | 83.51 | 6.2K | 3,795 | D | ↗ |
| 2025-04-01 | Black Archie C. | Director | A-Award | A | Deferred Stock Shares | 299 | 0.00 | — | 2,544 | D | ↗ |
| 2025-04-01 | Anfang Heather L | Director | A-Award | A | Deferred Stock Shares | 299 | 0.00 | — | 2,278 | D | ↗ |
| 2025-03-28 | MORFITT MARTHA A M | Director | M-Exempt | A | Common Stock | 16,320 | 24.07 | 392.8K | 219,027 | D | ↗ |
| 2025-02-14 | Wordell Angela F | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 18,700 | 86.06 | 1.61M | 18,700 | D | ↗ |
| 2025-02-14 | White Timothy R | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 18,700 | 86.06 | 1.61M | 18,700 | D | ↗ |
| 2025-02-14 | Wheeler Kevin J. | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 4,980 | 86.06 | 428.6K | 4,980 | D | ↗ |
| 2025-02-14 | Thompson David J | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 18,700 | 86.06 | 1.61M | 18,700 | D | ↗ |
| 2025-02-14 | Schoenrock Kathryn L | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 18,700 | 86.06 | 1.61M | 18,700 | D | ↗ |
| 2025-02-14 | SHEAHAN MARK W | Director / Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 204,910 | 86.06 | 17.63M | 204,910 | D | ↗ |
| 2025-02-14 | O'Shea Peter J | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 18,700 | 86.06 | 1.61M | 18,700 | D | ↗ |
| 2025-02-14 | Merengo Claudio | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 18,700 | 86.06 | 1.61M | 18,700 | D | ↗ |
| 2025-02-14 | MORFITT MARTHA A M | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 4,980 | 86.06 | 428.6K | 4,980 | D | ↗ |
| 2025-02-14 | LOWE DAVID M | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 33,850 | 86.06 | 2.91M | 33,850 | D | ↗ |
| 2025-02-14 | Knutson Christopher D. | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 8,900 | 86.06 | 765.9K | 8,900 | D | ↗ |
| 2025-02-14 | JOHNSON DALE D | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 17,810 | 86.06 | 1.53M | 17,810 | D | ↗ |
| 2025-02-14 | Humke Joseph J | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 18,700 | 86.06 | 1.61M | 18,700 | D | ↗ |
| 2025-02-14 | Grasdal Inge | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 18,700 | 86.06 | 1.61M | 18,700 | D | ↗ |
| 2025-02-14 | GILLIGAN J KEVIN | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 4,980 | 86.06 | 428.6K | 4,980 | D | ↗ |
| 2025-02-14 | FERAGEN JODY H | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 4,980 | 86.06 | 428.6K | 4,980 | D | ↗ |
| 2025-02-14 | Evanson Laura L | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 18,700 | 86.06 | 1.61M | 18,700 | D | ↗ |
| 2025-02-14 | Etchart Eric | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 4,980 | 86.06 | 428.6K | 4,980 | D | ↗ |
| 2025-02-14 | Carter Brett C | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 4,980 | 86.06 | 428.6K | 4,980 | D | ↗ |
| 2025-02-14 | Black Archie C. | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 4,980 | 86.06 | 428.6K | 4,980 | D | ↗ |
| 2025-02-14 | Banerjee Ronita | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 18,700 | 86.06 | 1.61M | 18,700 | D | ↗ |
| 2025-02-14 | Anfang Heather L | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 4,980 | 86.06 | 428.6K | 4,980 | D | ↗ |
| 2025-02-05 | LOWE DAVID M | Officer | M-Exempt | A | Common Stock | 47,130 | 24.79 | 1.17M | 666,459 | D | ↗ |
| 2025-01-17 | SHEAHAN MARK W | Director / Officer | M-Exempt | A | Common Stock | 47,130 | 24.79 | 1.17M | 125,712 | D | ↗ |
| 2025-01-01 | Wheeler Kevin J. | Director | A-Award | A | Deferred Stock Shares | 277 | 0.00 | — | 6,472 | D | ↗ |
| 2025-01-01 | GILLIGAN J KEVIN | Director | A-Award | A | Deferred Stock Shares | 396 | 0.00 | — | 94,822 | D | ↗ |
| 2025-01-01 | FERAGEN JODY H | Director | A-Award | A | Deferred Stock Shares | 351 | 0.00 | — | 11,822 | D | ↗ |
| 2025-01-01 | Etchart Eric | Director | A-Award | A | Deferred Stock Shares | 292 | 0.00 | — | 15,975 | D | ↗ |
| 2025-01-01 | Carter Brett C | Director | A-Award | A | Common Stock | 296 | 84.29 | 24.9K | 3,709 | D | ↗ |
| 2025-01-01 | Black Archie C. | Director | A-Award | A | Deferred Stock Shares | 297 | 0.00 | — | 2,238 | D | ↗ |
| 2025-01-01 | Anfang Heather L | Director | A-Award | A | Deferred Stock Shares | 297 | 0.00 | — | 1,972 | D | ↗ |
| 2024-12-31 | JOHNSON DALE D | Officer | M-Exempt | A | Common Stock | 25,000 | 0.00 | — | 184,615 | D | ↗ |
| 2024-12-03 | O'Shea Peter J | Officer | M-Exempt | D | Non-qualified Stock Option (Right to Buy) | 15,000 | 23.85 | 357.7K | 8,820 | D | ↗ |
| 2024-12-03 | Chambers Caroline M | Officer | S-Sale | D | Common Stock | 8,280 | 90.57 | 749.9K | 57,612 | D | ↗ |
| 2024-11-27 | Schoenrock Kathryn L | Officer | M-Exempt | A | Common Stock | 2,415 | 24.79 | 59.9K | 7,901 | D | ↗ |
| 2024-11-14 | O'Shea Peter J | Officer | M-Exempt | A | Common Stock | 18,075 | 24.79 | 448.1K | 32,591 | D | ↗ |
| 2024-11-14 | Chambers Caroline M | Officer | M-Exempt | A | Common Stock | 12,000 | 24.79 | 297.5K | 69,426 | D | ↗ |
| 2024-11-07 | Thompson David J | Officer | S-Sale | D | Common Stock | 3,216 | 88.31 | 284.0K | 27,246 | D | ↗ |
| 2024-11-06 | Etchart Eric | Director | M-Exempt | A | Common Stock | 6,000 | 26.68 | 160.1K | 47,274 | D | ↗ |
| 2024-11-06 | Chambers Caroline M | Officer | M-Exempt | A | Common Stock | 12,000 | 24.79 | 297.5K | 69,426 | D | ↗ |
| 2024-11-04 | Etchart Eric | Director | M-Exempt | D | Non-qualified Stock Option (Right to Buy) | 6,000 | 26.68 | 160.1K | 12,000 | D | ↗ |
| 2024-10-01 | Wheeler Kevin J. | Director | A-Award | A | Deferred Stock Shares | 267 | 0.00 | — | 6,177 | D | ↗ |
| 2024-10-01 | GILLIGAN J KEVIN | Director | A-Award | A | Deferred Stock Shares | 381 | 0.00 | — | 94,155 | D | ↗ |
| 2024-10-01 | FERAGEN JODY H | Director | A-Award | A | Deferred Stock Shares | 339 | 0.00 | — | 11,438 | D | ↗ |
| 2024-10-01 | Etchart Eric | Director | A-Award | A | Deferred Stock Shares | 281 | 0.00 | — | 15,638 | D | ↗ |
| 2024-10-01 | Carter Brett C | Director | A-Award | A | Common Stock | 285 | 87.51 | 24.9K | 3,404 | D | ↗ |
| 2024-10-01 | Black Archie C. | Director | A-Award | A | Deferred Stock Shares | 286 | 0.00 | — | 1,936 | D | ↗ |
| 2024-10-01 | Anfang Heather L | Director | A-Award | A | Deferred Stock Shares | 286 | 0.00 | — | 1,671 | D | ↗ |
| 2024-07-30 | GILLIGAN J KEVIN | Director | S-Sale | D | Common Stock | 17,902 | 83.67 | 1.50M | 98 | — | ↗ |
| 2024-07-01 | Wheeler Kevin J. | Director | A-Award | A | Deferred Stock Shares | 301 | 0.00 | — | 5,891 | — | ↗ |
| 2024-07-01 | GILLIGAN J KEVIN | Director | A-Award | A | Deferred Stock Shares | 421 | 0.00 | — | 93,473 | — | ↗ |
| 2024-07-01 | FERAGEN JODY H | Director | A-Award | A | Deferred Stock Shares | 374 | 0.00 | — | 11,064 | — | ↗ |
| 2024-07-01 | Etchart Eric | Director | A-Award | A | Deferred Stock Shares | 311 | 0.00 | — | 15,308 | — | ↗ |
| 2024-07-01 | Carter Brett C | Director | A-Award | A | Common Stock | 315 | 79.28 | 25.0K | 3,109 | — | ↗ |
| 2024-07-01 | Black Archie C. | Director | A-Award | A | Deferred Stock Shares | 315 | 0.00 | — | 1,645 | — | ↗ |
| 2024-07-01 | Anfang Heather L | Director | A-Award | A | Deferred Stock Shares | 315 | 0.00 | — | 1,381 | — | ↗ |
| 2024-05-06 | O'Shea Peter J | Officer | S-Sale | D | Common Stock | 0 | 82.94 | 27.70 | 14,155 | — | ↗ |
| 2024-04-01 | Wheeler Kevin J. | Director | A-Award | A | Deferred Stock Shares | 267 | 0.00 | — | 5,573 | — | ↗ |
| 2024-04-01 | VAN SANT R WILLIAM | Director | A-Award | A | Deferred Stock Shares | 263 | 0.00 | — | 76,648 | — | ↗ |
| 2024-04-01 | MITAU LEE R | Director | A-Award | A | Deferred Stock Shares | 304 | 0.00 | — | 192,900 | — | ↗ |
| 2024-04-01 | GILLIGAN J KEVIN | Director | A-Award | A | Deferred Stock Shares | 320 | 0.00 | — | 92,761 | — | ↗ |
| 2024-04-01 | FERAGEN JODY H | Director | A-Award | A | Deferred Stock Shares | 317 | 0.00 | — | 10,657 | — | ↗ |
| 2024-04-01 | Etchart Eric | Director | A-Award | A | Deferred Stock Shares | 263 | 0.00 | — | 14,950 | — | ↗ |
| 2024-04-01 | Carter Brett C | Director | A-Award | A | Common Stock | 267 | 93.46 | 25.0K | 2,785 | — | ↗ |
| 2024-04-01 | Black Archie C. | Director | A-Award | A | Deferred Stock Shares | 267 | 0.00 | — | 1,325 | — | ↗ |
| 2024-04-01 | Anfang Heather L | Director | A-Award | A | Deferred Stock Shares | 267 | 0.00 | — | 1,062 | — | ↗ |
| 2024-03-29 | Rothe Christian E | Officer | S-Sale | D | Common Stock | 10,000 | 91.02 | 910.2K | 25,583 | — | ↗ |
| 2024-03-19 | MORFITT MARTHA A M | Director | M-Exempt | A | Common Stock | 13,938 | 24.21 | 337.4K | 202,707 | — | ↗ |
| 2024-03-15 | JOHNSON DALE D | Officer | S-Sale | D | Common Stock | 63,510 | 93.70 | 5.95M | 159,615 | — | ↗ |
| 2024-03-13 | Wordell Angela F | Officer | M-Exempt | A | Common Stock | 3,588 | 23.85 | 85.6K | 16,313 | — | ↗ |
| 2024-03-11 | FERAGEN JODY H | Director | M-Exempt | A | Common Stock | 12,870 | 36.09 | 464.4K | 49,939 | — | ↗ |
| 2024-03-08 | White Timothy R | Officer | S-Sale | D | Common Stock | 2,500 | 92.82 | 232.1K | 48,282 | — | ↗ |
| 2024-02-29 | Rothe Christian E | Officer | S-Sale | D | Common Stock | 9,012 | 90.07 | 811.8K | 35,583 | — | ↗ |
| 2024-02-28 | Rothe Christian E | Officer | M-Exempt | A | Common Stock | 5,988 | 23.85 | 142.8K | 31,571 | — | ↗ |
| 2024-02-28 | Merengo Claudio | Officer | M-Exempt | A | Common Stock | 5,312 | 23.85 | 126.7K | 24,159 | — | ↗ |
| 2024-02-27 | Merengo Claudio | Officer | M-Exempt | A | Common Stock | 300 | 23.85 | 7.2K | 19,147 | — | ↗ |
| 2024-02-26 | Merengo Claudio | Officer | M-Exempt | D | Non-qualified Stock Option (Right to Buy) | 12,652 | 23.85 | 301.7K | 14,744 | — | ↗ |
| 2024-02-23 | Rothe Christian E | Officer | M-Exempt | A | Common Stock | 15,000 | 23.85 | 357.7K | 40,583 | — | ↗ |
| 2024-02-16 | Wordell Angela F | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 17,260 | 88.64 | 1.53M | 17,260 | — | ↗ |
| 2024-02-16 | White Timothy R | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 17,260 | 88.64 | 1.53M | 17,260 | — | ↗ |
| 2024-02-16 | Wheeler Kevin J. | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 4,830 | 88.64 | 428.1K | 4,830 | — | ↗ |
| 2024-02-16 | Thompson David J | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 13,810 | 88.64 | 1.22M | 13,810 | — | ↗ |
| 2024-02-16 | Schoenrock Kathryn L | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 17,260 | 88.64 | 1.53M | 17,260 | — | ↗ |
| 2024-02-16 | SHEAHAN MARK W | Director / Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 189,910 | 88.64 | 16.83M | 189,910 | — | ↗ |
| 2024-02-16 | Rothe Christian E | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 17,260 | 88.64 | 1.53M | 17,260 | — | ↗ |
| 2024-02-16 | O'Shea Peter J | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 17,260 | 88.64 | 1.53M | 17,260 | — | ↗ |
| 2024-02-16 | Merengo Claudio | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 17,260 | 88.64 | 1.53M | 17,260 | — | ↗ |
| 2024-02-16 | MORFITT MARTHA A M | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 4,830 | 88.64 | 428.1K | 4,830 | — | ↗ |
| 2024-02-16 | LOWE DAVID M | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 32,800 | 88.64 | 2.91M | 32,800 | — | ↗ |
| 2024-02-16 | Knutson Christopher D. | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 8,630 | 88.64 | 765.0K | 8,630 | — | ↗ |
| 2024-02-16 | JOHNSON DALE D | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 17,260 | 88.64 | 1.53M | 17,260 | — | ↗ |
| 2024-02-16 | Humke Joseph J | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 17,260 | 88.64 | 1.53M | 17,260 | — | ↗ |
| 2024-02-16 | Grasdal Inge | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 17,260 | 88.64 | 1.53M | 17,260 | — | ↗ |
| 2024-02-16 | Gargano Anthony J | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 17,260 | 88.64 | 1.53M | 17,260 | — | ↗ |
| 2024-02-16 | GILLIGAN J KEVIN | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 4,830 | 88.64 | 428.1K | 4,830 | — | ↗ |
| 2024-02-16 | FERAGEN JODY H | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 4,830 | 88.64 | 428.1K | 4,830 | — | ↗ |
| 2024-02-16 | Evanson Laura L | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 13,810 | 88.64 | 1.22M | 13,810 | — | ↗ |
| 2024-02-16 | Etchart Eric | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 4,830 | 88.64 | 428.1K | 4,830 | — | ↗ |
| 2024-02-16 | Chambers Caroline M | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 17,260 | 88.64 | 1.53M | 17,260 | — | ↗ |
| 2024-02-16 | Carter Brett C | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 4,830 | 88.64 | 428.1K | 4,830 | — | ↗ |
| 2024-02-16 | Black Archie C. | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 4,830 | 88.64 | 428.1K | 4,830 | — | ↗ |
| 2024-02-16 | Banerjee Ronita | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 17,260 | 88.64 | 1.53M | 17,260 | — | ↗ |
| 2024-02-16 | Anfang Heather L | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 4,830 | 88.64 | 428.1K | 4,830 | — | ↗ |
| 2024-02-09 | Gargano Anthony J | Officer | M-Exempt | D | Non-qualified Stock Option (Right to Buy) | 1,395 | 24.79 | 34.6K | 0 | — | ↗ |
| 2024-02-08 | LOWE DAVID M | Officer | M-Exempt | A | Common Stock | 43,080 | 24.93 | 1.07M | 645,203 | — | ↗ |
| 2024-02-07 | White Timothy R | Officer | M-Exempt | A | Common Stock | 2,895 | 24.79 | 71.8K | 53,677 | — | ↗ |
| 2024-02-05 | O'Shea Peter J | Officer | M-Exempt | A | Common Stock | 8,420 | 24.93 | 209.9K | 22,575 | — | ↗ |
| 2024-02-02 | Etchart Eric | Director | M-Exempt | A | Common Stock | 1,938 | 24.21 | 46.9K | 39,960 | — | ↗ |
| 2024-01-05 | SHEAHAN MARK W | Director / Officer | M-Exempt | A | Common Stock | 43,080 | 24.93 | 1.07M | 106,066 | — | ↗ |
| 2024-01-01 | Wheeler Kevin J. | Director | A-Award | A | Deferred Stock Shares | 288 | 0.00 | — | 5,290 | — | ↗ |
| 2024-01-01 | VAN SANT R WILLIAM | Director | A-Award | A | Deferred Stock Shares | 284 | 0.00 | — | 76,163 | — | ↗ |
| 2024-01-01 | Thompson David J | Officer | — | D | Non-qualified Stock Option (Right to Buy) | 3,588 | 23.85 | 85.6K | 0 | — | ↗ |
| 2024-01-01 | MITAU LEE R | Director | A-Award | A | Deferred Stock Shares | 385 | 0.00 | — | 192,038 | — | ↗ |
| 2024-01-01 | GILLIGAN J KEVIN | Director | A-Award | A | Deferred Stock Shares | 305 | 0.00 | — | 92,174 | — | ↗ |
| 2024-01-01 | FERAGEN JODY H | Director | A-Award | A | Deferred Stock Shares | 341 | 0.00 | — | 10,310 | — | ↗ |
| 2024-01-01 | Etchart Eric | Director | A-Award | A | Deferred Stock Shares | 284 | 0.00 | — | 14,644 | — | ↗ |
| 2024-01-01 | Carter Brett C | Director | A-Award | A | Common Stock | 288 | 86.76 | 25.0K | 2,510 | — | ↗ |
| 2024-01-01 | Black Archie C. | Director | A-Award | A | Deferred Stock Shares | 288 | 0.00 | — | 1,055 | — | ↗ |
| 2024-01-01 | Anfang Heather L | Director | A-Award | A | Deferred Stock Shares | 288 | 0.00 | — | 792 | — | ↗ |
| 2023-11-30 | Wordell Angela F | Officer | M-Exempt | A | Common Stock | 2,895 | 24.79 | 71.8K | 15,620 | — | ↗ |
| 2023-11-21 | Schoenrock Kathryn L | Officer | S-Sale | D | Common Stock | 392 | 80.79 | 31.7K | 5,059 | — | ↗ |
| 2023-11-20 | Chambers Caroline M | Officer | M-Exempt | D | Non-qualified Stock Option (Right to Buy) | 20,000 | 24.93 | 498.7K | 0 | — | ↗ |
| 2023-11-17 | Schoenrock Kathryn L | Officer | M-Exempt | D | Non-qualified Stock Option (Right to Buy) | 2,250 | 24.93 | 56.1K | 0 | — | ↗ |
| 2023-11-08 | O'Shea Peter J | Officer | J-Other | D | Non-qualified Stock Option (Right to Buy) | 1,640 | 71.47 | 117.2K | 20,680 | — | ↗ |
| 2023-11-03 | Etchart Eric | Director | S-Sale | D | Common Stock | 3,000 | 77.50 | 232.5K | 37,900 | — | ↗ |
| 2023-11-02 | Etchart Eric | Director | S-Sale | D | Common Stock | 3,000 | 75.20 | 225.6K | 37,900 | — | ↗ |
| 2023-10-01 | Wheeler Kevin J. | Director | A-Award | A | Deferred Stock Shares | 343 | 0.00 | — | 4,986 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Mark W. Sheahan President and Chief Executive Officer | 1.07M | — | — | 5.75M | 1.26M | 1.42M | 9.49M | 60.58% | ↗ |
| 2 | 2025 | David M. Lowe Chief Financial Officer and Treasurer | 493.0K | — | — | 949.8K | 408.3K | 152.3K | 2.00M | 47.41% | ↗ |
| 3 | 2025 | Angela F. Wordell Executive Vice President and Chief Operations and Supply Chain Officer | 409.5K | — | — | 524.7K | 339.1K | 319.8K | 1.59M | 32.94% | ↗ |
| 4 | 2025 | Peter J. O’Shea President, Global Industrial Division | 439.0K | — | — | 524.7K | 334.9K | 73.4K | 1.37M | 38.24% | ↗ |
| 5 | 2025 | Ronita Banerjee Executive Vice President and Chief Human Resources Officer | 436.8K | — | — | 524.7K | 361.7K | 46.8K | 1.37M | 38.30% | ↗ |
| 6 | 2024 | Mark W. Sheahan President and Chief Executive Officer | 1.03M | — | — | 5.50M | 122.7K | 1.71M | 8.36M | 65.77% | ↗ |
| 7 | 2024 | David M. Lowe Chief Financial Officer and Treasurer | 476.4K | — | — | 949.9K | 39.9K | 124.5K | 1.59M | 59.72% | ↗ |
| 8 | 2024 | Dale D. Johnson Chief Commercial Development Officer | 589.1K | — | — | 499.9K | 91.5K | 42.0K | 1.22M | 40.89% | ↗ |
| 9 | 2024 | Peter J. O’Shea President, Global Industrial Division | 395.5K | — | — | 499.9K | 136.4K | 45.5K | 1.08M | 46.40% | ↗ |
| 10 | 2024 | Ronita Banerjee Executive Vice President and Chief Human Resources Officer | 416.0K | — | — | 499.9K | 34.9K | 26.4K | 977.2K | 51.15% | ↗ |
| 11 | 2023 | Mark W. Sheahan President and Chief Executive Officer | 985.0K | — | — | 5.50M | 1.30M | 1.45M | 9.24M | 59.55% | ↗ |
| 12 | 2023 | Caroline M. Chambers President, EMEA | 379.6K | — | — | 500.0K | 360.4K | 1.43M | 2.67M | 18.73% | ↗ |
| 13 | 2023 | David M. Lowe Chief Financial Officer and Treasurer | 449.4K | — | — | 849.9K | 415.0K | 127.2K | 1.84M | 46.15% | ↗ |
| 14 | 2023 | Dale D. Johnson Chief Commercial Development Officer | 566.4K | — | — | 500.0K | 495.5K | 120.5K | 1.68M | 29.72% | ↗ |
| 15 | 2023 | Christian E. Rothe President, Worldwide Industrial Division | 540.6K | — | — | 500.0K | 533.3K | 28.4K | 1.60M | 31.20% | ↗ |
| 16 | 2022 | Mark W. Sheahan President and Chief Executive Officer | 918.8K | — | — | 4.50M | 788.7K | 209.7K | 6.42M | 70.12% | ↗ |
| 17 | 2022 | David M. Lowe Chief Financial Officer and Treasurer | 424.0K | — | — | 749.8K | 254.8K | 24.6K | 1.45M | 51.60% | ↗ |
| 18 | 2022 | Christian E. Rothe President, Worldwide Industrial Division | 519.8K | — | — | 499.9K | 353.6K | 24.7K | 1.40M | 35.76% | ↗ |
| 19 | 2022 | Dale D. Johnson President, Worldwide Contractor Equipment Division | 544.6K | — | — | 499.9K | 206.3K | 15.4K | 1.27M | 39.48% | ↗ |
| 20 | 2022 | Dale D. Johnson Chief Commercial Development Officer | 544.6K | — | — | 499.9K | 206.3K | 15.4K | 1.27M | 39.48% | ↗ |
| 21 | 2022 | Jeffrey P. Johnson President, Electric Motor Division | 404.7K | — | — | 499.9K | 243.2K | 31.3K | 1.18M | 42.40% | ↗ |
| 22 | 2021 | Mark W. Sheahan President and Chief Executive Officer | 706.3K | — | — | 3.50M | 938.5K | 277.4K | 5.42M | 64.55% | ↗ |
| 23 | 2021 | Dale D. Johnson President, Worldwide Contractor Equipment Division | 518.7K | 3.2K | 1.73M | 574.8K | 544.6K | 24.4K | 3.40M | 67.92% | ↗ |
| 24 | 2021 | Dale D. Johnson Chief Commercial Development Officer | 518.7K | 3.2K | 1.73M | 574.8K | 544.6K | 24.4K | 3.40M | 67.92% | ↗ |
| 25 | 2021 | Patrick J. McHale Former President and Chief Executive Officer | 632.0K | — | — | — | 948.0K | 106.1K | 1.69M | 0.00% | ↗ |
| 26 | 2021 | Christian E. Rothe President, Worldwide Applied Fluid Technologies Division | 499.8K | — | — | 500.0K | 524.8K | 31.8K | 1.56M | 32.12% | ↗ |
| 27 | 2021 | Christian E. Rothe President, Worldwide Industrial Division | 499.8K | — | — | 500.0K | 524.8K | 31.8K | 1.56M | 32.12% | ↗ |
| 28 | 2021 | Jeffrey P. Johnson President, Electric Motor Division | 389.1K | — | — | 500.0K | 408.6K | 27.1K | 1.32M | 37.74% | ↗ |
| 29 | 2021 | David M. Lowe Chief Financial Officer and Treasurer | 388.0K | — | — | 500.0K | 407.4K | 27.8K | 1.32M | 37.79% | ↗ |
| 30 | 2020 | Patrick J. McHale President and Chief Executive Officer | 866.2K | — | — | 5.50M | 687.8K | 1.94M | 8.99M | 61.16% | ↗ |
| 31 | 2020 | Patrick J. McHale Former President and Chief Executive Officer | 866.2K | — | — | 5.50M | 687.8K | 1.94M | 8.99M | 61.16% | ↗ |
| 32 | 2020 | Mark W. Sheahan President and Chief Executive Officer | 449.4K | — | — | 750.0K | 249.8K | 653.3K | 2.10M | 35.67% | ↗ |
| 33 | 2020 | Mark W. Sheahan Chief Financial Officer and Treasurer | 449.4K | — | — | 750.0K | 249.8K | 653.3K | 2.10M | 35.67% | ↗ |
| 34 | 2020 | Dale D. Johnson President, Worldwide Contractor Equipment Division | 494.0K | — | — | 524.9K | 396.6K | 502.1K | 1.92M | 27.37% | ↗ |
| 35 | 2020 | Christian E. Rothe President, Worldwide Industrial Division | 485.2K | — | — | 499.9K | 197.7K | 16.9K | 1.20M | 41.66% | ↗ |
| 36 | 2020 | Christian E. Rothe President, Worldwide Applied Fluid Technologies Division | 485.2K | — | — | 499.9K | 197.7K | 16.9K | 1.20M | 41.66% | ↗ |
| 37 | 2020 | Jeffrey P. Johnson President, Electric Motor Division | 377.8K | — | — | 475.0K | 210.0K | 25.0K | 1.09M | 43.67% | ↗ |
| 38 | 2019 | Patrick J. McHale Former President and Chief Executive Officer | 840.5K | — | — | 5.00M | 403.9K | 2.28M | 8.52M | 58.68% | ↗ |
| 39 | 2019 | Patrick J. McHale President and Chief Executive Officer | 840.5K | — | — | 5.00M | 403.9K | 2.28M | 8.52M | 58.68% | ↗ |
| 40 | 2019 | Dale D. Johnson President, Worldwide Contractor Equipment Division | 475.0K | — | — | 500.0K | 239.2K | 821.0K | 2.04M | 24.57% | ↗ |
| 41 | 2019 | Mark W. Sheahan President and Chief Executive Officer | 420.0K | — | — | 600.0K | 141.3K | 821.0K | 1.98M | 30.27% | ↗ |
| 42 | 2019 | Mark W. Sheahan Chief Financial Officer and Treasurer | 420.0K | — | — | 600.0K | 141.3K | 821.0K | 1.98M | 30.27% | ↗ |
| 43 | 2019 | Christian E. Rothe President, Worldwide Applied Fluid Technologies Division | 471.1K | — | — | 500.0K | 79.2K | 25.8K | 1.08M | 46.46% | ↗ |
| 44 | 2019 | Jeffrey P. Johnson President, Electric Motor Division | 366.8K | — | — | 449.9K | 123.4K | 37.2K | 977.3K | 46.04% | ↗ |
| 45 | 2019 | Jeffrey P. Johnson President, New Ventures | 366.8K | — | — | 449.9K | 123.4K | 37.2K | 977.3K | 46.04% | ↗ |
| 46 | 2018 | Patrick J. McHale President and Chief Executive Officer | 816.0K | — | — | 4.50M | 1.22M | 14.4K | 6.41M | 70.15% | ↗ |
| 47 | 2018 | Christian E. Rothe President, Worldwide Applied Fluid Technologies Division | 457.4K | — | — | 700.0K | 430.0K | 25.5K | 1.61M | 43.40% | ↗ |
| 48 | 2018 | Mark W. Sheahan Chief Financial Officer and Treasurer | 389.2K | — | — | 450.0K | 373.6K | 101.7K | 1.31M | 34.23% | ↗ |
| 49 | 2018 | Jeffrey P. Johnson President, Electric Motor Division | 356.1K | — | — | 424.9K | 314.4K | 140.1K | 1.24M | 34.39% | ↗ |
| 50 | 2018 | Jeffrey P. Johnson President, New Ventures | 356.1K | — | — | 424.9K | 314.4K | 140.1K | 1.24M | 34.39% | ↗ |
| 51 | 2018 | David M. Lowe President, Worldwide Industrial Products Division | 341.2K | — | — | 424.9K | 358.3K | 88.3K | 1.21M | 35.04% | ↗ |
| 52 | 2018 | Dale D. Johnson President, Worldwide Contractor Equipment Division | 411.8K | — | — | 450.0K | 367.7K | 38.9K | 1.20M | 37.61% | ↗ |
| 53 | 2018 | Karen P. Gallivan Executive Vice President, General Counsel and Corporate Secretary | 334.4K | — | — | 424.9K | 351.1K | 73.9K | 1.18M | 35.88% | ↗ |
| 54 | 2017 | Patrick J. McHale President and Chief Executive Officer | 792.2K | — | — | 3.89M | 1.19M | 1.36M | 7.23M | 53.84% | ↗ |
| 55 | 2017 | Dale D. Johnson President, Worldwide Contractor Equipment Division | 396.0K | — | — | 419.9K | 415.8K | 377.6K | 1.61M | 26.09% | ↗ |
| 56 | 2017 | Mark W. Sheahan Chief Financial Officer and Treasurer | 358.5K | — | — | 419.9K | 376.4K | 371.6K | 1.53M | 27.51% | ↗ |
| 57 | 2017 | Mark W. Sheahan Vice President and General Manager, AFTD | 358.5K | — | — | 419.9K | 376.4K | 371.6K | 1.53M | 27.51% | ↗ |
| 58 | 2017 | David M. Lowe President, Worldwide Industrial Products Division | 329.7K | — | — | 409.9K | 343.1K | 359.4K | 1.44M | 28.42% | ↗ |
| 59 | 2017 | Jeffrey P. Johnson President, New Ventures | 342.4K | — | — | 419.9K | 359.5K | 259.5K | 1.38M | 30.40% | ↗ |
| 60 | 2017 | Jeffrey P. Johnson Vice President and General Manager, EMEA | 342.4K | — | — | 419.9K | 359.5K | 259.5K | 1.38M | 30.40% | ↗ |
| 61 | 2017 | Christian E. Rothe President, Worldwide Applied Fluid Technologies Division | 397.7K | — | — | 524.8K | 417.6K | 16.6K | 1.36M | 38.68% | ↗ |
| 62 | 2017 | Christian E. Rothe Chief Financial Officer and Treasurer | 397.7K | — | — | 524.8K | 417.6K | 16.6K | 1.36M | 38.68% | ↗ |
| 63 | 2016 | Patrick J. McHale President and Chief Executive Officer | 772.9K | — | — | 3.80M | 466.0K | 755.0K | 5.79M | 65.59% | ↗ |
| 64 | 2016 | Dale D. Johnson President, Worldwide Contractor Equipment Division | 380.7K | 2.3K | — | 399.9K | 250.0K | 547.4K | 1.58M | 25.31% | ↗ |
| 65 | 2016 | Jeffrey P. Johnson Vice President and General Manager, EMEA | 329.3K | — | — | 399.9K | 232.8K | 257.6K | 1.22M | 32.79% | ↗ |
| 66 | 2016 | Mark W. Sheahan Chief Financial Officer and Treasurer | 341.4K | — | — | 399.9K | 131.6K | 294.3K | 1.17M | 34.26% | ↗ |
| 67 | 2016 | Mark W. Sheahan Vice President and General Manager, AFTD | 341.4K | — | — | 399.9K | 131.6K | 294.3K | 1.17M | 34.26% | ↗ |
| 68 | 2016 | David M. Lowe President, Worldwide Industrial Products Division | 318.6K | — | — | 399.9K | 200.4K | 242.9K | 1.16M | 34.42% | ↗ |
| 69 | 2016 | David M. Lowe Executive Vice President, Industrial Products Division | 318.6K | — | — | 399.9K | 200.4K | 242.9K | 1.16M | 34.42% | ↗ |
| 70 | 2016 | Christian E. Rothe President, Worldwide Applied Fluid Technologies Division | 375.2K | — | — | 499.8K | 158.4K | 17.7K | 1.05M | 47.55% | ↗ |
| 71 | 2016 | Christian E. Rothe Chief Financial Officer and Treasurer | 375.2K | — | — | 499.8K | 158.4K | 17.7K | 1.05M | 47.55% | ↗ |
| 72 | 2015 | Patrick J. McHale President and Chief Executive Officer | 750.4K | — | — | 3.40M | 910.5K | 833.9K | 5.89M | 57.66% | ↗ |
| 73 | 2015 | Dale D. Johnson President, Worldwide Contractor Equipment Division | 366.1K | 150.0K | — | 367.9K | 268.5K | 649.2K | 1.80M | 20.42% | ↗ |
| 74 | 2015 | Dale D. Johnson Vice President and General Manager, Contractor Equipment Division | 366.1K | 150.0K | — | 367.9K | 268.5K | 649.2K | 1.80M | 20.42% | ↗ |
| 75 | 2015 | James A. Graner Former Chief Financial Officer | 283.4K | 150.0K | — | 616.9K | 201.1K | 500.9K | 1.75M | 35.20% | ↗ |
| 76 | 2015 | Jeffrey P. Johnson Vice President and General Manager, EMEA | 316.6K | 150.0K | — | 367.9K | 176.9K | 245.6K | 1.26M | 29.27% | ↗ |
| 77 | 2015 | Mark W. Sheahan Vice President and General Manager, Applied Fluid Technologies Division | 317.6K | 150.0K | — | 367.9K | 223.0K | 175.2K | 1.23M | 29.82% | ↗ |
| 78 | 2015 | Karen P. Gallivan Vice President, General Counsel and Secretary | 301.6K | 150.0K | — | 367.9K | 214.0K | 189.2K | 1.22M | 30.09% | ↗ |
| 79 | 2015 | Mark W. Sheahan Vice President and General Manager, AFTD | 317.6K | 150.0K | — | 367.9K | 214.0K | 189.2K | 1.06M | 34.82% | ↗ |
| 80 | 2015 | Christian E. Rothe Chief Financial Officer and Treasurer | 295.5K | 150.0K | — | 252.0K | 158.9K | 17.6K | 874.0K | 28.83% | ↗ |
| 81 | 2014 | Patrick J. McHale President and Chief Executive Officer | 728.5K | — | — | 3.06M | 1.03M | 1.80M | 6.63M | 46.23% | ↗ |
| 82 | 2014 | James A. Graner Former Chief Financial Officer | 406.8K | 2.3K | — | 612.9K | 402.7K | 769.9K | 2.19M | 27.93% | ↗ |
| 83 | 2014 | James A. Graner Chief Financial Officer | 406.8K | 2.3K | — | 612.9K | 402.7K | 769.9K | 2.19M | 27.93% | ↗ |
| 84 | 2014 | Dale D. Johnson Vice President and General Manager, Contractor Equipment Division | 352.0K | — | — | 357.6K | 348.0K | 1.06M | 2.12M | 16.87% | ↗ |
| 85 | 2014 | Dale D. Johnson President, Worldwide Contractor Equipment Division | 352.0K | — | — | 357.6K | 348.0K | 1.06M | 2.12M | 16.87% | ↗ |
| 86 | 2014 | Mark W. Sheahan Vice President and General Manager, Applied Fluid Technologies Division | 302.5K | — | — | 357.6K | 306.5K | 432.5K | 1.40M | 25.56% | ↗ |
| 87 | 2014 | Jeffrey P. Johnson Vice President and General Manager, EMEA | 304.4K | — | — | 357.6K | 272.7K | 328.1K | 1.26M | 28.32% | ↗ |
| 88 | 2013 | Patrick J. McHale President and Chief Executive Officer | 701.2K | — | — | 2.47M | 997.5K | 440.0K | 4.61M | 53.58% | ↗ |
| 89 | 2013 | James A. Graner Former Chief Financial Officer | 391.2K | — | — | 512.0K | 389.5K | 449.1K | 1.74M | 29.39% | ↗ |
| 90 | 2013 | James A. Graner Chief Financial Officer | 391.2K | — | — | 512.0K | 389.5K | 449.1K | 1.74M | 29.39% | ↗ |
| 91 | 2013 | Dale D. Johnson Vice President and General Manager, Contractor Equipment Division | 341.7K | — | — | 329.2K | 349.5K | 232.9K | 1.25M | 26.26% | ↗ |
| 92 | 2013 | Jeffrey P. Johnson Vice President and General Manager, EMEA | 294.1K | — | — | 329.2K | 278.2K | 338.7K | 1.24M | 26.54% | ↗ |
| 93 | 2013 | Charles L. Rescorla Vice President, Corporate Manufacturing, Distribution Operations and Corporate Development | 290.4K | — | — | 329.2K | 289.2K | 205.9K | 1.11M | 29.53% | ↗ |
| 94 | 2012 | Patrick J. McHale President and Chief Executive Officer | 677.5K | 78.2K | — | 2.01M | 938.0K | 1.03M | 4.73M | 42.45% | ↗ |
| 95 | 2012 | James A. Graner Chief Financial Officer | 376.2K | 30.4K | — | 436.9K | 364.6K | 328.8K | 1.54M | 28.43% | ↗ |
| 96 | 2012 | Dale D. Johnson Vice President and General Manager, Contractor Equipment Division | 331.7K | 13.4K | — | 287.2K | 257.0K | 360.4K | 1.25M | 22.98% | ↗ |
| 97 | 2012 | David M. Lowe Executive Vice President, Industrial Products Division | 281.6K | 11.4K | — | 287.2K | 284.3K | 196.1K | 1.06M | 27.08% | ↗ |
| 98 | 2012 | Simon J.W. Paulis Former Vice President and General Manager, Europe | 336.8K | 12.9K | — | 287.2K | 171.4K | 149.7K | 958.0K | 29.98% | ↗ |
| 99 | 2011 | Patrick J. McHale President and Chief Executive Officer | 657.7K | — | 814.2K | 1.66M | 986.6K | 983.7K | 5.11M | 48.53% | ↗ |
| 100 | 2011 | James A. Graner Chief Financial Officer | 361.7K | — | — | 356.5K | 379.8K | 537.1K | 1.64M | 21.80% | ↗ |
| 101 | 2011 | Dale D. Johnson Vice President and General Manager, Contractor Equipment Division | 322.0K | — | — | 237.6K | 337.6K | 491.0K | 1.39M | 17.12% | ↗ |
| 102 | 2011 | Simon J.W. Paulis Former Vice President and General Manager, Europe | 352.5K | — | — | 237.6K | 349.7K | 211.0K | 1.15M | 20.65% | ↗ |
| 103 | 2011 | Simon J.W. Paulis Vice President and General Manager, Europe | 352.5K | — | — | 237.6K | 349.7K | 211.0K | 1.15M | 20.65% | ↗ |
| 104 | 2011 | David M. Lowe Vice President and General Manager, Industrial Products Division | 273.4K | — | — | 237.6K | 287.1K | 186.7K | 984.8K | 24.13% | ↗ |
| 105 | 2011 | David M. Lowe Executive Vice President, Industrial Products Division | 273.4K | — | — | 237.6K | 287.1K | 186.7K | 984.8K | 24.13% | ↗ |
| 106 | 2010 | Patrick J. McHale President and Chief Executive Officer | 641.7K | — | — | 1.03M | 962.6K | 322.9K | 2.96M | 34.90% | ↗ |
| 107 | 2010 | Dale D. Johnson Vice President and General Manager, Contractor Equipment Division | 309.6K | 20.0K | — | 216.7K | 293.4K | 356.1K | 1.20M | 18.12% | ↗ |
| 108 | 2010 | James A. Graner Chief Financial Officer and Treasurer | 344.5K | — | — | 325.1K | 361.7K | 159.7K | 1.19M | 27.29% | ↗ |
| 109 | 2010 | James A. Graner Chief Financial Officer | 344.5K | — | — | 325.1K | 361.7K | 159.7K | 1.19M | 27.29% | ↗ |
| 110 | 2010 | Simon J.W. Paulis Vice President and General Manager, Europe | 323.4K | — | — | 216.7K | 312.3K | 196.5K | 1.05M | 20.66% | ↗ |
| 111 | 2010 | Simon J.W. Paulis Former Vice President and General Manager, Europe | 323.4K | — | — | 216.7K | 312.3K | 196.5K | 1.05M | 20.66% | ↗ |
| 112 | 2010 | David M. Lowe Vice President and General Manager, Industrial Products Division | 262.9K | — | — | 216.7K | 276.1K | 123.8K | 879.5K | 24.64% | ↗ |
| 113 | 2010 | David M. Lowe Executive Vice President, Industrial Products Division | 262.9K | — | — | 216.7K | 276.1K | 123.8K | 879.5K | 24.64% | ↗ |
| 114 | 2009 | Patrick J. McHale President and Chief Executive Officer | 641.7K | — | — | 958.2K | — | 185.9K | 1.79M | 53.66% | ↗ |
| 115 | 2009 | Simon J.W. Paulis Vice President and General Manager, Europe | 339.5K | — | — | 200.2K | 28.4K | 190.3K | 758.3K | 26.40% | ↗ |
| 116 | 2009 | Dale D. Johnson Vice President and General Manager, Contractor Equipment Division | 309.6K | — | — | 200.2K | 27.4K | 168.1K | 705.4K | 28.38% | ↗ |
| 117 | 2009 | James A. Graner Chief Financial Officer and Treasurer | 357.8K | 520.00 | — | 200.2K | 30.5K | 39.6K | 628.5K | 31.84% | ↗ |
| 118 | 2009 | James A. Graner Chief Financial Officer | 357.8K | 520.00 | — | 200.2K | 30.5K | 54.6K | 628.5K | 31.84% | ↗ |
| 119 | 2009 | David M. Lowe Vice President and General Manager, Industrial Products Division | 262.9K | — | — | 200.2K | 23.3K | 73.8K | 560.1K | 35.73% | ↗ |
| 120 | 2008 | Patrick J. McHale President and Chief Executive Officer | 620.0K | — | — | 1.26M | — | 247.6K | 2.13M | 59.17% | ↗ |
| 121 | 2008 | Simon J. W. Paulis Vice President and General Manager, Europe | 340.7K | — | 52.2K | 492.5K | — | 174.1K | 1.06M | 51.41% | ↗ |
| 122 | 2008 | James A. Graner Chief Financial Officer and Treasurer | 297.1K | — | — | 326.9K | — | 187.2K | 811.3K | 40.30% | ↗ |
| 123 | 2008 | Dale D. Johnson Vice President and General Manager, Contractor Equipment Division | 299.2K | — | — | 251.5K | — | 244.6K | 795.2K | 31.63% | ↗ |
| 124 | 2008 | Simon J.W. Paulis Vice President and General Manager, Europe | 340.7K | — | — | 251.5K | — | 174.1K | 766.4K | 32.82% | ↗ |
| 125 | 2008 | Charles L. Rescorla Vice President, Manufacturing and Distribution Operations | 254.3K | — | 32.6K | 304.8K | — | 146.7K | 738.3K | 45.70% | ↗ |
| 126 | 2007 | Patrick J. McHale President and Chief Executive Officer | 370.4K | — | — | 1.17M | 216.0K | 102.6K | 1.86M | 62.92% | ↗ |
| 127 | 2007 | James A. Graner Chief Financial Officer and Treasurer | 330.8K | — | — | 271.1K | 111.1K | 374.1K | 1.09M | 24.94% | ↗ |
| 128 | 2007 | Dale D. Johnson Vice President and General Manager, Contractor Equipment Division | 289.0K | — | 156.5K | 271.1K | 130.8K | 204.1K | 1.05M | 40.67% | ↗ |
| 129 | 2007 | Simon J.W. Paulis Vice President and General Manager, Europe | 254.7K | 30.0K | 156.5K | 271.1K | 108.9K | 153.1K | 974.3K | 43.89% | ↗ |
| 130 | 2007 | Charles L. Rescorla Vice President, Manufacturing and Distribution Operations | 245.7K | — | 2.7K | 368.1K | 111.1K | 133.3K | 860.9K | 43.07% | ↗ |
| 131 | 2007 | Simon J. W. Paulis Vice President and General Manager, Europe | 254.7K | 30.0K | 4.3K | 236.1K | 108.9K | 153.1K | 787.1K | 30.55% | ↗ |
| 132 | 2006 | David A. Roberts Chairman of the Board, President and Chief Executive Officer | 617.1K | — | — | 942.1K | 914.3K | 189.9K | 2.66M | 35.37% | ↗ |
| 133 | 2006 | James A. Graner Chief Financial Officer and Treasurer | 238.5K | — | — | 373.0K | 242.7K | 309.0K | 1.16M | 32.07% | ↗ |
| 134 | 2006 | Charles L. Rescorla Vice President, Manufacturing Operations | 236.2K | 10.0K | — | 416.8K | 245.0K | 108.3K | 1.02M | 41.01% | ↗ |
| 135 | 2006 | Charles L. Rescorla Vice President, Manufacturing and Distribution Operations | 236.2K | 10.0K | — | 416.8K | 245.0K | 108.3K | 1.02M | 41.01% | ↗ |
| 136 | 2006 | Dale D. Johnson Vice President and General Manager, Contractor Equipment Division | 277.9K | — | — | 199.5K | 288.3K | 115.0K | 880.6K | 22.65% | ↗ |
| 137 | 2006 | Dale D. Johnson Vice President, Contractor Equipment Division | 277.9K | — | — | 199.5K | 288.3K | 115.0K | 880.6K | 22.65% | ↗ |
| 138 | 2006 | Fred A. Sutter Vice President, Applied Fluid Technologies Division | 227.9K | 10.0K | — | 184.3K | 236.4K | 67.3K | 725.9K | 25.39% | ↗ |
| 139 | 2005 | David A. Roberts President and Chief Executive Officer | 561.0K | 781.7K | — | 100.0K | — | 7.6K | 1.45M | 6.90% | ↗ |
| 140 | 2005 | Dale D. Johnson Vice President, Contractor Equipment Division | 272.5K | 265.8K | — | 22.5K | — | 6.9K | 567.7K | 3.96% | ↗ |
| 141 | 2005 | Charles L. Rescorla Vice President, Manufacturing Operations | 227.1K | 226.1K | — | 22.5K | — | 6.8K | 482.6K | 4.66% | ↗ |
| 142 | 2005 | Patrick J. McHale Vice President, Lubrication Equipment Division | 218.4K | 213.0K | — | 22.5K | — | 6.5K | 460.4K | 4.89% | ↗ |
| 143 | 2005 | Fred A. Sutter Vice President, Applied Fluid Division | 215.0K | 209.7K | — | 22.5K | — | 6.6K | 453.8K | 4.96% | ↗ |
| 144 | 2004 | David A. Roberts President and Chief Executive Officer | 510.0K | 610.0K | — | 120.0K | — | 7.3K | 1.25M | 9.62% | ↗ |
| 145 | 2004 | Dale D. Johnson Vice President, Contractor Equipment Division | 262.0K | 222.6K | — | 27.0K | — | 6.7K | 518.3K | 5.21% | ↗ |
| 146 | 2004 | Charles L. Rescorla Vice President, Manufacturing/ Distribution Operations and Information Systems | 216.3K | 170.0K | — | 27.0K | — | 6.2K | 419.5K | 6.44% | ↗ |
| 147 | 2004 | Charles L. Rescorla Vice President, Manufacturing Operations | 216.3K | 170.0K | — | 27.0K | — | 6.2K | 419.5K | 6.44% | ↗ |
| 148 | 2004 | Patrick J. McHale Vice President, Lubrication Equipment Division | 208.0K | 176.8K | — | 27.0K | — | 6.3K | 418.1K | 6.46% | ↗ |
| 149 | 2004 | Fred A. Sutter Vice President, Industrial/Automotive Equipment Division | 200.0K | 170.0K | — | 27.0K | — | 6.3K | 403.3K | 6.69% | ↗ |
| 150 | 2004 | Fred A. Sutter Vice President, Applied Fluid Division | 200.0K | 170.0K | — | 27.0K | — | 6.3K | 403.3K | 6.69% | ↗ |
| 151 | 2003 | David A. Roberts President and Chief Executive Officer | 485.0K | 436.5K | — | 108.0K | — | 7.3K | 1.04M | 10.42% | ↗ |
| 152 | 2003 | Dale D. Johnson Vice President, Contractor Equipment Division | 254.0K | 177.8K | — | 27.0K | — | 6.4K | 465.2K | 5.80% | ↗ |
| 153 | 2003 | Charles L. Rescorla Vice President, Manufacturing Operations | 208.0K | 145.6K | — | 27.0K | — | 6.4K | 387.0K | 6.98% | ↗ |
| 154 | 2003 | Charles L. Rescorla Vice President, Manufacturing/ Distribution Operations and Information Systems | 208.0K | 145.6K | — | 27.0K | — | 6.4K | 387.0K | 6.98% | ↗ |
| 155 | 2003 | Patrick J. McHale Vice President, Lubrication Equipment Division | 198.0K | 127.9K | — | 22.5K | — | 6.2K | 354.5K | 6.35% | ↗ |
| 156 | 2003 | Robert M. Mattison Vice President, General Counsel and Secretary | 191.9K | 133.8K | — | 10.0K | — | 4.3K | 339.9K | 2.94% | ↗ |
| 157 | 2003 | Fred A. Sutter Vice President, Applied Fluid Division | 178.5K | 132.6K | — | 22.5K | — | 6.2K | 339.7K | 6.62% | ↗ |
| 158 | 2003 | Fred A. Sutter Vice President, Industrial/Automotive Equipment Division | 178.5K | 132.6K | — | 22.5K | — | 6.2K | 339.7K | 6.62% | ↗ |
| 159 | 2002 | David A. Roberts President and Chief Executive Officer | 450.0K | 329.1K | — | 90.0K | — | 7.0K | 876.2K | 10.27% | ↗ |
| 160 | 2002 | Dale D. Johnson Vice President, Contractor Equipment Division | 241.5K | 142.6K | 109.1K | 22.5K | — | 6.3K | 522.0K | 25.21% | ↗ |
| 161 | 2002 | Charles L. Rescorla Vice President, Manufacturing/ Distribution Operations and Information Systems | 196.1K | 108.3K | 109.1K | 22.5K | — | 6.0K | 442.0K | 29.78% | ↗ |
| 162 | 2002 | Patrick J. McHale Vice President, Lubrication Equipment Division | 180.0K | 112.2K | 109.1K | 16.9K | — | 6.2K | 424.4K | 29.69% | ↗ |
| 163 | 2002 | Fred A. Sutter Vice President, Industrial/Automotive Equipment Division | 160.0K | 78.8K | 109.1K | 16.9K | — | 5.7K | 370.5K | 34.01% | ↗ |
| 164 | 2002 | Robert M. Mattison Vice President, General Counsel and Secretary | 182.4K | 103.5K | 65.5K | 7.5K | — | 6.0K | 364.9K | 20.00% | ↗ |
| 165 | 2001 | David A. Roberts President and Chief Executive Officer | 224.5K | 38.2K | 115.8K | 75.0K | — | — | 453.5K | 42.07% | ↗ |
| 166 | 2001 | Dale D. Johnson Vice President, Contractor Equipment Division | 252.5K | 58.0K | — | 30.0K | — | 5.1K | 345.5K | 8.68% | ↗ |
| 167 | 2001 | Patrick J. McHale Vice President, Lubrication Equipment Division | 170.1K | 56.5K | — | 11.3K | — | 5.1K | 243.0K | 4.63% | ↗ |
| 168 | 2001 | Charles L. Rescorla Vice President, Manufacturing/ Distribution Operations and Information Systems | 185.2K | 21.7K | — | 15.0K | — | 5.1K | 226.9K | 6.61% | ↗ |
| 169 | 2001 | Robert M. Mattison Vice President, General Counsel and Secretary | 175.3K | 23.2K | — | 7.5K | — | 5.1K | 211.1K | 3.55% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Mark W. Sheahan | President, Chief Executive Officer & Director | 2M | male |
| David Lowe | Executive Officer | 929.5K | male |
| Sanjiv Gupta | Chief Financial Officer & Treasurer | 929.5K | male |
| Ronita Banerjee | Executive Vice President & Chief Human Resources Officer | 845.3K | female |
| Peter J. O'Shea | President of Global Industrial Division | 827.4K | male |
| Angela F. Wordell | Executive Vice President & Chief Operations and Supply Chain Officer | 787.4K | female |
| Kathryn L. Schoenrock | Executive Vice President & Chief Information Officer | — | female |
| Laura L. Evanson | Executive VP & Chief Marketing Officer | — | female |
| Timothy R. White | President of Expansion Markets Division | — | male |
| Christopher Knutson | Vice President, Controller & Chief Accounting Officer | — | male |
| Claudio Merengo | Executive Officer & President of Global Powder Division | — | male |
| David Thompson | President of Global Contractor Division | — | male |
| Transaction Date | Disclosed | Senator | State | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2024-05-03 | 2024-06-14 | Tommy Tuberville | AL | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2023-10-17 | 2023-11-16 | Tommy Tuberville | AL | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2022-10-05 | 2022-11-10 | Tommy Tuberville | AL | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2021-03-29 | 2021-07-23 | Tommy Tuberville | AL | Joint | Purchase | $1,001 - $15,000 | ↗ |
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Community Opinion for GGG
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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