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Graham Corporation (GHM)

USD102.70 -4.74 (-4.41%)
US NYSE Industrials Industrial - Machinery
Address 20 Florence Avenue 14020
Batavia, NY, US
CEO Daniel J. Thoren
IPO 1980-03-17
CIK 716314 ISIN US3845561063

Explore sections of this company profile

Description

Graham Corporation, founded in 1936 and based in Batavia, New York, is an engineering and manufacturing company that, along with its subsidiaries, specializes in creating advanced fluid, power, heat transfer, and vacuum equipment. This specialized machinery serves a broad spectrum of critical industries, including chemical and petrochemical processing, defense, aerospace, petroleum refining, cryogenic applications, and energy. The company's diverse product range includes: Power Generation Solutions: Such as ejectors and surface condensers for power plants, as well as turbines, generators, compressors, and pumps. Defense and Space Technologies: Providing torpedo ejection and power systems that integrate turbines, alternators, regulators, pumps, and blowers; also supplying rocket propulsion systems like turbopumps and fuel pumps. Thermal Management and Life Support Systems: Offering pumps, blowers, and electronics for thermal control, cooling systems featuring pumps, compressors, fans, and blowers, and life support equipment comprising fans, pumps, and blowers. Heat Transfer and Vacuum Equipment: Including ejectors, process and surface condensers, liquid ring pumps, heat exchangers, nozzles, and turbomachinery products. Beyond manufacturing, Graham Corporation also provides comprehensive servicing and supplies spare parts for its equipment. The company distributes its products directly across a global network, with operations in the United States, Canada, the Middle East, Asia, and South America, among other international regions.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD102.70 -4.74 (-4.41%)
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Volume Profile
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Liquidity & share structure
Average Volume
282.8K
Beta
1.01
Float Shares
10.43M
Free Float %
94.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-10.98% -9.23% -2.90% +16.81% +61.84% +48.44% +113.48% +633.38% +565.32% +402.85% +6,962.22%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (4 ratings, all time) Hold
Price Targets & DCF
Current price
102.70
Low 80.00 -22.1%
Consensus 80.00 -22.1%
Median 80.00 -22.1%
High 80.00 -22.1%
DCF (Unlevered) 50.54 -50.8%
DCF (Levered) 55.74 -45.7%

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

Ratings Trend (MoM) 80% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 3 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 2
67.50
-34.3%
All Time 2
67.50
-34.3%
Quality scores
Altman Z-Score
4.64
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Industrial - Machinery: +7.4%
    +16.9% Q1'26: +13.0% (vs Q1'25)
  • EPS growth Industrial - Machinery: +15.6%
    +0.9% Q1'26: -57.5% (vs Q1'25)
  • FCF margin FCF growth · Industrial - Machinery: +38.2%
    +5.0% Q1'26: -4.1% (vs Q1'25)
  • EBIT margin Industrial - Machinery: +10.0%
    +6.0% Q1'26: +3.5% (vs Q1'25)
  • ROIC Industrial - Machinery: +6.8%
    +8.6% Q1'26: +6.2% (vs Q1'25)
  • Share dilution Industrial - Machinery: +0.0%
    +0.7% Q1'26: +0.2% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Industrial - Machinery: -0.65×
    1.25× Q1'26: -1.64× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.05) × ERP
WACC = 98% × Ke + 2% × Kd (4.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 50.49 Current price: 102.70
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Mar 2009
actual
Mar 2010
actual
Mar 2011
actual
Mar 2012
actual
Mar 2014
actual
Mar 2015
actual
Mar 2016
actual
Mar 2017
actual
Mar 2018
actual
Mar 2019
actual
Mar 2020
actual
Mar 2021
actual
Mar 2022
actual
Mar 2023
actual
Mar 2024
actual
Mar 2025
actual
Mar 2026
4 Rev. Ana.
4 EPS Ana.
Mar 2027
4 Rev. Ana.
4 EPS Ana.
Mar 2028
2 Rev. Ana.
2 EPS Ana.
Revenue
101.11M
est: 83.51M (+21.1%)
62.19M
est: 50.73M (+22.6%)
74.24M
est: 55.21M (+34.5%)
103.19M
est: 93.88M (+9.9%)
102.22M
est: 105.90M (-3.5%)
135.17M
est: 127.27M (+6.2%)
90.04M
est: 91.26M (-1.3%)
91.77M
est: 88.98M (+3.1%)
77.53M
est: 74.60M (+3.9%)
91.83M
est: 93.30M (-1.6%)
90.60M
est: 87.87M (+3.1%)
97.49M
est: 96.31M (+1.2%)
122.81M
est: 121.08M (+1.4%)
157.12M
est: 150.60M (+4.3%)
185.53M
est: 187.92M (-1.3%)
209.90M
est: 206.23M (+1.8%)
238.08M
235.86M – 241.53M
+15.4% YoY
281.42M
266.56M – 287.68M
+18.2% YoY
314.15M
296.68M – 321.31M
+11.6% YoY
EBITDA
27.86M
est: 21.69M (+28.4%)
11.22M
est: 14.74M (-23.9%)
10.50M
est: 5.95M (+76.4%)
19.12M
est: 16.13M (+18.5%)
16.91M
est: 16.31M (+3.7%)
24.07M
est: 17.71M (+35.9%)
11.18M
est: 10.28M (+8.7%)
9.39M
est: 6.66M (+40.9%)
-10.62M
est: 3.35M (-417.2%)
2.07M
est: 4.19M (-50.5%)
4.29M
est: -4.06M (+205.8%)
5.22M
est: 4.32M (+20.8%)
-5.22M
est: 5.43M (-196.0%)
7.24M
est: 6.76M (+7.1%)
12.35M
est: 35.95M (-65.6%)
21.12M
est: 39.45M (-46.5%)
45.55M
45.12M – 46.21M
+15.4% YoY
53.84M
50.99M – 55.03M
+18.2% YoY
60.10M
56.76M – 61.47M
+11.6% YoY
EBIT
26.74M
est: 20.37M (+31.3%)
10.10M
est: 13.27M (-23.9%)
8.85M
est: 4.65M (+90.6%)
17.10M
est: 14.38M (+18.8%)
14.71M
est: 14.25M (+3.2%)
21.76M
est: 15.47M (+40.7%)
8.74M
est: 8.59M (+1.8%)
7.06M
est: 4.24M (+66.7%)
-12.84M
est: 942.6K (-1,462.4%)
-133.0K
est: 1.18M (-111.3%)
2.32M
est: -8.81M (+126.4%)
3.28M
est: 1.22M (+169.4%)
-10.82M
est: 1.53M (-807.0%)
1.25M
est: 1.90M (-34.3%)
6.92M
est: 30.52M (-77.3%)
15.19M
est: 33.50M (-54.7%)
38.67M
38.31M – 39.23M
+15.4% YoY
45.71M
43.29M – 46.72M
+18.2% YoY
51.02M
48.19M – 52.19M
+11.6% YoY
Net Income
17.47M
est: 13.90M (+25.7%)
6.36M
est: 8.26M (-23.0%)
5.87M
est: 2.88M (+104.2%)
10.55M
est: 9.32M (+13.3%)
10.15M
est: 9.93M (+2.2%)
14.74M
est: 10.77M (+36.8%)
6.13M
est: 6.04M (+1.5%)
5.02M
est: 3.30M (+52.3%)
-9.84M
est: -12.06M (+18.4%)
-308.0K
est: 6.64M (-104.6%)
1.87M
est: -5.74M (+132.6%)
2.37M
est: 2.88M (-17.5%)
-8.77M
est: -8.08M (-8.6%)
367.0K
4.56M
est: 4.88M (-6.7%)
12.23M
est: 9.67M (+26.4%)
13.56M
12.66M – 14.40M
+40.1% YoY
21.90M
18.29M – 24.59M
+61.5% YoY
26.25M
24.46M – 26.67M
+19.9% YoY
SGA
14.83M
est: 11.43M (+29.7%)
12.09M
est: 12.13M (-0.3%)
13.01M
est: 10.12M (+28.5%)
15.54M
est: 12.42M (+25.1%)
16.97M
est: 15.87M (+7.0%)
18.28M
est: 15.73M (+16.2%)
16.33M
est: 10.93M (+49.4%)
14.62M
est: 13.07M (+11.9%)
15.41M
est: 12.57M (+22.6%)
17.64M
est: 15.72M (+12.2%)
16.88M
est: 20.42M (-17.3%)
17.47M
est: 16.23M (+7.6%)
20.39M
est: 20.40M (-0.1%)
23.06M
est: 25.38M (-9.1%)
32.22M
est: 31.67M (+1.7%)
37.14M
est: 34.75M (+6.9%)
40.12M
39.75M – 40.70M
+15.4% YoY
47.42M
44.92M – 48.48M
+18.2% YoY
52.94M
50.00M – 54.15M
+11.6% YoY
EPS
1.72
est: 1.25 (+38.2%)
0.64
est: 0.43 (+48.8%)
0.59
est: 0.24 (+151.1%)
1.06
est: 0.70 (+52.5%)
1.01
est: 0.88 (+14.8%)
1.46
est: 1.35 (+8.3%)
0.61
est: 0.68 (-10.3%)
0.52
est: 0.39 (+33.3%)
-1.01
est: -1.09 (+7.3%)
-0.03
est: 0.60 (-105.2%)
0.19
est: 0.05 (+307.1%)
0.24
est: 0.26 (-7.7%)
-0.83
est: -0.73 (-13.7%)
0.03
0.42
est: 0.45 (-7.1%)
1.12
est: 0.89 (+25.4%)
1.21
1.14 – 1.30
+35.9% YoY
1.91
1.65 – 2.22
+57.7% YoY
2.31
2.21 – 2.41
+20.7% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-06-08 B- 3/5 3/5 3/5 4/5 3/5 1/5 1/5
2026-06-05 B+ 3/5 4/5 4/5 4/5 4/5 1/5 1/5
2026-06-04 B+ 3/5 4/5 4/5 4/5 4/5 1/5 1/5
2026-06-03 B+ 3/5 4/5 4/5 4/5 4/5 1/5 1/5
2026-06-02 B+ 3/5 4/5 4/5 4/5 4/5 1/5 1/5
2026-06-01 B+ 3/5 4/5 4/5 4/5 4/5 1/5 1/5
2026-05-28 B+ 3/5 4/5 4/5 4/5 4/5 1/5 1/5
2026-05-27 B+ 3/5 4/5 4/5 4/5 4/5 1/5 1/5
2026-05-26 B+ 3/5 4/5 4/5 4/5 4/5 1/5 1/5
2026-05-22 B 3/5 4/5 4/5 4/5 3/5 1/5 1/5
2026-05-21 B 3/5 4/5 4/5 4/5 3/5 1/5 1/5
2026-05-20 B 3/5 4/5 4/5 4/5 3/5 1/5 1/5
2026-05-19 B 3/5 4/5 4/5 4/5 3/5 1/5 1/5
2026-05-18 B 3/5 4/5 4/5 4/5 3/5 1/5 1/5
2026-05-15 B 3/5 4/5 4/5 4/5 3/5 1/5 1/5
2026-05-14 B 3/5 4/5 4/5 4/5 3/5 1/5 1/5
2026-05-13 B 3/5 4/5 4/5 4/5 3/5 1/5 1/5
2026-05-12 B 3/5 4/5 4/5 4/5 3/5 1/5 1/5
2026-05-11 B 3/5 4/5 4/5 4/5 3/5 1/5 1/5
2026-05-08 B+ 3/5 4/5 4/5 4/5 3/5 2/5 1/5
2026-05-07 B+ 3/5 4/5 4/5 4/5 3/5 2/5 1/5
2026-05-06 B+ 3/5 4/5 4/5 4/5 3/5 2/5 1/5
2026-05-05 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-04 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-01 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-04-30 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-04-29 B 3/5 4/5 4/5 4/5 2/5 1/5 2/5
2026-04-28 B 3/5 4/5 4/5 4/5 2/5 1/5 2/5
2026-04-27 B 3/5 4/5 4/5 4/5 2/5 1/5 2/5
2026-04-24 B+ 3/5 4/5 4/5 5/5 2/5 1/5 2/5
2026-04-23 B+ 3/5 4/5 4/5 5/5 2/5 1/5 2/5
2026-04-22 B+ 3/5 4/5 4/5 5/5 2/5 1/5 2/5
2026-04-21 B+ 3/5 4/5 4/5 5/5 2/5 1/5 2/5
2026-04-20 B+ 3/5 4/5 4/5 5/5 2/5 1/5 2/5
2026-04-17 B 3/5 4/5 4/5 5/5 2/5 1/5 1/5
2026-04-16 B 3/5 4/5 4/5 5/5 2/5 1/5 1/5
2026-04-15 B 3/5 4/5 4/5 5/5 2/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
2.47M
OE per share TTM
0.21
Owner's Yield
0.24%
Maintenance CapEx ratio
5.21%
Maint CapEx / Avg PPE
22.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
182
Total invested
708.40M
Insider transactions (90d)
3
Beneficial owners (>5%)
17
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 American Century Companies, Inc. 1.01M 10.11% 780.3K 780.3K Maryland 2020-11-09
2 73-1677697 764.5K 7.19% 342.5K 764.5K CO, OO Delaware 2022-02-08
3 Brandes Investment Partners, L.P. 764.5K 7.19% 342.5K 764.5K IA, PN Delaware 2022-02-08
4 Brandes Worldwide Holdings, L.P. 764.5K 7.19% 342.5K 764.5K PN, OO Delaware 2022-02-08
5 Glenn Carlson 764.5K 7.19% 342.5K 764.5K IN, OO Delaware 2022-02-08
6 (1) BlackRock, Inc. 757.1K 7.00% 757.1K HC Delaware 2024-10-22
7 52-2343049 590.0K 5.55% 590.0K 590.0K IA New York 2022-01-21
8 The Vanguard Group - 23-1945930 543.0K 5.12% 3.0K IA Pennsylvania For 2023-02-09
9 ArrowMark Colorado Holdings LLC 518.8K 4.88% 518.8K 518.8K IA Delaware, United States 2022-02-14
10 Waddell & Reed Financial, Inc. Tax ID No. 51-0261715 505.5K 11.00% 505.5K HC NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH: 2015-02-13
11 13G/A 450.0K 4.60% 450.0K 450.0K IA, PN Texas 2017-02-13
12 Ivy Investment Management Company Tax ID No. 03-0481447 283.5K 11.00% 283.5K 283.5K IA NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH: 2015-02-13
13 Waddell & Reed Financial Services, Inc. Tax ID No. 43-1414157 222.0K 11.00% 222.0K 222.0K HC NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH: 2015-02-13
14 Waddell & Reed Investment Management Company Tax ID No. 48-1106973 222.0K 11.00% 222.0K 222.0K IA NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH: 2015-02-13
15 Waddell & Reed, Inc. Tax ID No. 43-1235675 222.0K 11.00% 222.0K 222.0K BD NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH: 2015-02-13
16 Danaher Corporation 0.00% 540.0K 540.0K CO Maryland 2016-02-11
17 Race & Zollo, Inc. 0.00% IA State of Florida 2021-01-25

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
182
+19 vs prev Q
New positions
42
Closed positions
25
Increased
89
Reduced
67
Put/Call ratio
0.21
Calls held
17.8K
Puts held
3.8K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BRANDES INVESTMENT PARTNERS, LP 1.25M -125.2K (-9.1%) 80.10M +4.8M (+6.3%) 11.35% -1.209 pp 0.61% +0.005 pp USD17.84 +260.0% 24 qtrs
2 BLACKROCK, INC. 777.1K +3.7K (+0.5%) 49.91M +7.5M (+17.6%) 7.07% -0.006 pp 0.00% +0.000 pp USD29.97 +114.3% 6 qtrs
3 VANGUARD GROUP INC 636.8K +34.3K (+5.7%) 40.90M +7.8M (+23.7%) 5.80% +0.282 pp 0.00% +0.000 pp USD23.47 +173.7% 73 qtrs
4 ROYCE & ASSOCIATES LP 472.2K +12.5K (+2.7%) 30.33M +5.1M (+20.2%) 4.30% +0.091 pp 0.31% +0.056 pp USD29.56 +117.3% 59 qtrs
5 DRIEHAUS CAPITAL MANAGEMENT LLC 354.9K +354.9K (+100.0%) 22.80M +22.8M (+100.0%) 3.23% +3.230 pp 0.15% +0.155 pp USD64.23 +0.0% 1 qtrs NEW
6 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 298.0K +24.0K (+8.8%) 19.14M +4.1M (+27.2%) 2.71% +0.205 pp 0.05% +0.015 pp USD55.65 +15.4% 2 qtrs
7 FIRST EAGLE INVESTMENT MANAGEMENT, LLC 280.2K -26.5K (-8.6%) 18.00M +1.2M (+6.9%) 2.55% -0.256 pp 0.03% +0.001 pp USD17.81 +260.6% 12 qtrs
8 RENAISSANCE TECHNOLOGIES LLC 268.4K -40.3K (-13.1%) 17.24M +291.4K (+1.7%) 2.44% -0.382 pp 0.03% +0.004 pp USD22.76 +182.2% 51 qtrs
9 GAMCO INVESTORS, INC. ET AL 253.9K -15.6K (-5.8%) 16.31M +1.5M (+10.2%) 2.31% -0.155 pp 0.16% +0.013 pp USD11.97 +436.6% 22 qtrs
10 ROYAL BANK OF CANADA 245.6K +242.5K (+7,833.6%) 15.78M +15.6M (+9,180.6%) 2.24% +2.207 pp 0.00% +0.003 pp USD63.83 +0.6% 51 qtrs
11 MORGAN STANLEY 243.4K +30.6K (+14.4%) 15.63M +4.0M (+33.8%) 2.22% +0.268 pp 0.00% +0.000 pp USD31.70 +102.6% 51 qtrs
12 GEODE CAPITAL MANAGEMENT, LLC 242.0K +820.0 (+0.3%) 15.54M +2.3M (+17.4%) 2.20% -0.005 pp 0.00% +0.000 pp USD26.00 +147.0% 73 qtrs
13 DIMENSIONAL FUND ADVISORS LP 230.9K -20.7K (-8.2%) 14.83M +1.0M (+7.4%) 2.10% -0.201 pp 0.00% +0.000 pp USD23.71 +170.9% 51 qtrs
14 STATE STREET CORP 219.4K +14.6K (+7.1%) 14.10M +2.8M (+25.3%) 2.00% +0.122 pp 0.00% +0.000 pp USD33.56 +91.4% 51 qtrs
15 AMERICAN CENTURY COMPANIES INC 183.1K -74.3K (-28.9%) 11.76M -2.4M (-16.8%) 1.67% -0.690 pp 0.01% -0.001 pp USD35.49 +81.0% 44 qtrs
16 DIAMOND HILL CAPITAL MANAGEMENT INC 149.4K -32.8K (-18.0%) 9.60M -406.9K (-4.1%) 1.36% -0.307 pp 0.05% +0.002 pp USD14.43 +345.1% 18 qtrs
17 ESSEX INVESTMENT MANAGEMENT CO LLC 140.7K -3.1K (-2.1%) 9.04M +1.1M (+14.5%) 1.28% -0.035 pp 1.38% +0.170 pp USD14.22 +351.7% 14 qtrs
18 INVESCO LTD. 135.9K +129.4K (+1,993.3%) 8.73M +8.4M (+2,349.1%) 1.24% +1.177 pp 0.00% +0.001 pp USD63.51 +1.1% 8 qtrs
19 EXCHANGE TRADED CONCEPTS, LLC 134.5K +18.6K (+16.1%) 8.64M +2.3M (+35.8%) 1.22% +0.164 pp 0.07% +0.012 pp USD46.02 +39.6% 8 qtrs
20 KENNEDY CAPITAL MANAGEMENT LLC 107.6K -75.7K (-41.3%) 6.91M -3.2M (-31.3%) 0.98% -0.698 pp 0.15% -0.076 pp USD27.30 +135.3% 26 qtrs
21 GOLDMAN SACHS GROUP INC 97.5K +53.4K (+121.0%) 6.26M +3.8M (+158.6%) 0.89% +0.483 pp 0.00% +0.001 pp USD53.07 +21.0% 9 qtrs
22 WASATCH ADVISORS LP 95.9K -66.0K (-40.8%) 6.16M -2.7M (-30.7%) 0.87% -0.609 pp 0.04% -0.011 pp USD14.45 +344.5% 13 qtrs
23 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 85.9K +545.0 (+0.6%) 5.52M +831.7K (+17.7%) 0.78% +0.001 pp 0.00% +0.000 pp USD46.14 +39.2% 7 qtrs
24 DE LISLE PARTNERS LLP 85.9K -2.0K (-2.3%) 5.52M +693.1K (+14.4%) 0.78% -0.023 pp 0.71% +0.117 pp USD30.51 +110.5% 8 qtrs
25 NORTHERN TRUST CORP 84.6K -4.8K (-5.4%) 5.43M +524.2K (+10.7%) 0.77% -0.049 pp 0.00% +0.000 pp USD28.88 +122.4% 51 qtrs
26 PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 80.5K +— (+0.0%) 5.17M +751.4K (+17.0%) 0.73% -0.004 pp 0.48% +0.015 pp USD31.06 +106.8% 5 qtrs
27 PHILADELPHIA TRUST CO 72.0K -9.0K (-11.1%) 4.63M +178.0K (+4.0%) 0.66% -0.086 pp 0.32% +0.006 pp USD34.88 +84.1% 4 qtrs
28 RUSSELL INVESTMENTS GROUP, LTD. 70.3K -37.3K (-34.7%) 4.52M -1.4M (-23.6%) 0.64% -0.345 pp 0.00% -0.002 pp USD41.44 +55.0% 6 qtrs
29 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 65.5K -2.3K (-3.3%) 4.21M +487.5K (+13.1%) 0.60% -0.024 pp 0.25% +0.030 pp USD23.89 +168.9% 9 qtrs
30 PANAGORA ASSET MANAGEMENT INC 61.6K -3.3K (-5.0%) 3.96M +394.9K (+11.1%) 0.56% -0.033 pp 0.01% 0.000 pp USD34.61 +85.6% 7 qtrs
31 EAM INVESTORS, LLC 60.5K +49.0K (+423.1%) 3.89M +3.3M (+512.0%) 0.55% +0.445 pp 0.43% +0.360 pp USD61.42 +4.6% 12 qtrs
32 UBS GROUP AG 53.2K -13.6K (-20.3%) 3.41M -248.7K (-6.8%) 0.48% -0.127 pp 0.00% +0.000 pp USD30.47 +110.8% 45 qtrs
33 LEGATO CAPITAL MANAGEMENT LLC 50.5K +9.0K (+21.7%) 3.24M +965.7K (+42.4%) 0.46% +0.080 pp 0.28% +0.031 pp USD22.39 +186.9% 11 qtrs
34 UNIPLAN INVESTMENT COUNSEL, INC. 50.1K +9.5K (+23.5%) 3.22M +991.3K (+44.5%) 0.46% +0.085 pp 0.32% +0.105 pp USD56.68 +13.3% 2 qtrs
35 FFG RETIREMENT ADVISORS LLC 50.0K +— (+0.0%) 3.21M +466.5K (+17.0%) 0.46% -0.002 pp 1.99% +0.289 pp USD9.62 +567.7% 13 qtrs
36 AMERICAN CAPITAL MANAGEMENT INC 46.8K +6.4K (+15.8%) 3.01M +786.6K (+35.4%) 0.43% +0.056 pp 0.13% +0.044 pp USD35.98 +78.5% 38 qtrs
37 SEI INVESTMENTS CO 39.1K +39.1K (+100.0%) 2.51M +2.5M (+100.0%) 0.36% +0.356 pp 0.00% +0.003 pp USD64.23 +0.0% 1 qtrs NEW
38 HERITAGE INVESTORS MANAGEMENT CORP 36.4K +— (+0.0%) 2.34M +340.0K (+17.0%) 0.33% -0.002 pp 0.07% +0.008 pp USD14.75 +335.5% 28 qtrs
39 ANNEX ADVISORY SERVICES, LLC 32.4K -400.0 (-1.2%) 2.08M +280.2K (+15.6%) 0.29% -0.005 pp 0.04% +0.001 pp USD30.78 +108.7% 4 qtrs
40 BANK OF NEW YORK MELLON CORP 29.5K -744.0 (-2.5%) 1.89M +234.0K (+14.1%) 0.27% -0.008 pp 0.00% +0.000 pp USD31.86 +101.6% 7 qtrs
41 BANK OF AMERICA CORP /DE/ 29.4K +1.3K (+4.8%) 1.89M +347.9K (+22.6%) 0.27% +0.011 pp 0.00% +0.000 pp USD29.85 +115.2% 52 qtrs
42 NICHOLAS INVESTMENT PARTNERS, LP 29.4K +29.4K (+100.0%) 1.89M +1.9M (+100.0%) 0.27% +0.268 pp 0.14% +0.138 pp USD64.23 +0.0% 1 qtrs NEW
43 JPMORGAN CHASE & CO 29.4K +5.1K (+20.9%) 1.89M +553.4K (+41.5%) 0.27% +0.045 pp 0.00% +0.000 pp USD52.75 +21.8% 11 qtrs
44 28.5K -6.1K (-17.6%) 1.83M -69.0K (-3.6%) 0.26% -0.057 pp 1.27% +0.099 pp USD54.90 +17.0% 2 qtrs
45 ADVISORS ASSET MANAGEMENT, INC. 27.6K +8.0K (+40.9%) 1.77M +697.2K (+64.8%) 0.25% +0.072 pp 0.03% +0.012 pp USD49.54 +29.7% 5 qtrs
46 AMERIPRISE FINANCIAL INC 26.3K -1.8K (-6.4%) 1.69M +146.7K (+9.5%) 0.24% -0.018 pp 0.00% +0.000 pp USD11.34 +466.4% 28 qtrs
47 LPL FINANCIAL LLC 25.1K -1.1K (-4.1%) 1.61M +175.3K (+12.2%) 0.23% -0.011 pp 0.00% +0.000 pp USD25.26 +154.3% 13 qtrs
48 CALAMOS ADVISORS LLC 23.7K -12.3K (-34.2%) 1.52M -456.1K (-23.1%) 0.22% -0.114 pp 0.01% -0.002 pp USD38.36 +67.4% 4 qtrs
49 GRACE & WHITE INC /NY 22.8K -7.6K (-25.0%) 1.47M -204.2K (-12.2%) 0.21% -0.071 pp 0.26% -0.033 pp USD9.78 +556.7% 23 qtrs
50 NUVEEN, LLC 21.0K -1.7K (-7.4%) 1.35M +103.5K (+8.3%) 0.19% -0.017 pp 0.00% +0.000 pp USD32.02 +100.6% 4 qtrs
51 G2 INVESTMENT PARTNERS MANAGEMENT LLC 20.4K -39.6K (-66.0%) 1.31M -2.0M (-60.2%) 0.19% -0.363 pp 0.31% -0.354 pp USD29.55 +117.4% 8 qtrs
52 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 20.3K -4.8K (-19.0%) 1.30M -72.8K (-5.3%) 0.18% -0.045 pp 0.00% -0.001 pp USD24.27 +164.6% 11 qtrs
53 WEALTHTRUST AXIOM LLC 20.3K -2.4K (-10.7%) 1.30M +56.1K (+4.5%) 0.18% -0.023 pp 0.34% +0.001 pp USD14.41 +345.7% 19 qtrs
54 PRINCIPAL FINANCIAL GROUP INC 18.2K +5.7K (+44.9%) 1.17M +480.7K (+69.6%) 0.17% +0.051 pp 0.00% +0.000 pp USD44.66 +43.8% 6 qtrs
55 CREATIVE PLANNING 17.1K +1.7K (+11.0%) 1.10M +251.7K (+29.8%) 0.16% +0.015 pp 0.00% +0.000 pp USD43.46 +47.8% 4 qtrs
56 BARCLAYS PLC 16.2K +714.0 (+4.6%) 1.04M +582.7K (+127.1%) 0.15% +0.006 pp 0.00% +0.000 pp USD33.48 +91.8% 12 qtrs
57 WELLS FARGO & COMPANY/MN 15.1K +4.5K (+43.2%) 966.6K +389.6K (+67.5%) 0.14% +0.041 pp 0.00% +0.000 pp USD40.88 +57.1% 57 qtrs
58 TUDOR INVESTMENT CORP ET AL 15.0K -5.8K (-28.1%) 960.6K -181.0K (-15.9%) 0.14% -0.054 pp 0.00% 0.000 pp USD54.90 +17.0% 2 qtrs
59 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 14.9K -5.3K (-26.2%) 957.7K -152.1K (-13.7%) 0.14% -0.049 pp 0.00% 0.000 pp USD53.68 +19.7% 12 qtrs
60 XTX TOPCO LTD 14.8K +14.8K (+100.0%) 948.3K +948.3K (+100.0%) 0.13% +0.134 pp 0.02% +0.025 pp USD64.23 +0.0% 1 qtrs NEW
61 ACADIAN ASSET MANAGEMENT LLC 14.4K -15.4K (-51.7%) 922.0K -709.0K (-43.5%) 0.13% -0.141 pp 0.00% -0.001 pp USD20.18 +218.3% 12 qtrs
62 CREDIT AGRICOLE S A 14.3K +14.3K (+100.0%) 919.1K +919.1K (+100.0%) 0.13% +0.130 pp 0.00% +0.002 pp USD64.23 +0.0% 1 qtrs NEW
63 GABELLI FUNDS LLC 13.1K -200.0 (-1.5%) 841.2K +111.2K (+15.2%) 0.12% -0.003 pp 0.01% +0.001 pp USD7.79 +724.5% 15 qtrs
64 CITIGROUP INC 13.0K +133.0 (+1.0%) 836.4K +128.8K (+18.2%) 0.12% +0.001 pp 0.00% +0.000 pp USD46.27 +38.8% 10 qtrs
65 RHUMBLINE ADVISERS 12.6K -2.3K (-15.2%) 811.5K -6.6K (-0.8%) 0.12% -0.021 pp 0.00% +0.000 pp USD35.22 +82.4% 11 qtrs
66 ENVESTNET ASSET MANAGEMENT INC 12.1K -1.2K (-8.9%) 780.1K +48.4K (+6.6%) 0.11% -0.011 pp 0.00% +0.000 pp USD30.88 +108.0% 8 qtrs
67 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11.7K -2.2K (-15.6%) 751.9K -9.6K (-1.3%) 0.11% -0.020 pp 0.00% 0.000 pp USD15.44 +316.0% 13 qtrs
68 BNP PARIBAS ARBITRAGE, SNC 11.6K +1.4K (+13.6%) 745.3K +184.5K (+32.9%) 0.11% +0.012 pp 0.00% +0.000 pp USD54.36 +18.2% 49 qtrs
69 LOS ANGELES CAPITAL MANAGEMENT LLC 11.5K -1.6K (-12.1%) 717.9K -3.0K (-0.4%) 0.11% -0.015 pp 0.00% +0.000 pp USD40.48 +58.7% 6 qtrs
70 AUTO-OWNERS INSURANCE CO 11.0K +— (+0.0%) 706.5K +102.6K (+17.0%) 0.10% -0.001 pp 0.01% -0.001 pp USD11.43 +461.9% 13 qtrs
71 SHAKER INVESTMENTS LLC/OH 10.9K -313.0 (-2.8%) 700.6K +84.6K (+13.7%) 0.10% -0.003 pp 0.29% +0.045 pp USD28.82 +122.9% 4 qtrs
72 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 10.3K +2.4K (+30.5%) 683.2K +250.3K (+57.8%) 0.09% +0.022 pp 0.00% +0.000 pp USD47.79 +34.4% 7 qtrs
73 STRS OHIO 9.9K -1.8K (-15.4%) 635.9K -6.5K (-1.0%) 0.09% -0.017 pp 0.00% +0.000 pp USD28.65 +124.2% 7 qtrs
74 BALYASNY ASSET MANAGEMENT L.P. 9.8K +3.4K (+52.3%) 626.9K +275.2K (+78.2%) 0.09% +0.030 pp 0.00% +0.000 pp USD58.11 +10.5% 2 qtrs
75 ALLIANCEBERNSTEIN L.P. 8.3K +3.0K (+56.6%) 533.4K +242.2K (+83.2%) 0.08% +0.027 pp 0.00% +0.000 pp USD54.83 +17.1% 3 qtrs
76 NEW YORK STATE COMMON RETIREMENT FUND 8.3K +4.1K (+97.5%) 532.7K +302.1K (+131.0%) 0.08% +0.037 pp 0.00% +0.000 pp USD46.19 +39.1% 7 qtrs
77 NAVELLIER & ASSOCIATES INC 8.3K -8.0 (-0.1%) 530.5K +76.6K (+16.9%) 0.08% -0.001 pp 0.06% +0.013 pp USD39.05 +64.5% 8 qtrs
78 ATRIA INVESTMENTS, INC 7.6K -2.3K (-23.2%) 487.7K -55.2K (-10.2%) 0.07% -0.021 pp 0.01% -0.001 pp USD30.33 +111.8% 8 qtrs
79 DEUTSCHE BANK AG\ 7.2K +1.2K (+19.3%) 464.1K +131.6K (+39.6%) 0.07% +0.010 pp 0.00% +0.000 pp USD38.38 +67.4% 7 qtrs
80 JANE STREET GROUP, LLC 7.2K -10.3K (-58.8%) 463.6K -497.7K (-51.8%) 0.07% -0.095 pp 0.00% 0.000 pp USD54.90 +17.0% 2 qtrs
81 STATE OF WISCONSIN INVESTMENT BOARD 6.9K +1.6K (+29.2%) 440.9K +149.3K (+51.2%) 0.06% +0.014 pp 0.00% +0.000 pp USD57.01 +12.7% 2 qtrs
82 OLSTEIN CAPITAL MANAGEMENT, L.P. 6.5K -3.5K (-35.0%) 417.0K -132.0K (-24.0%) 0.06% -0.032 pp 0.09% -0.018 pp USD12.59 +410.2% 19 qtrs
83 RITHOLTZ WEALTH MANAGEMENT 6.5K -151.0 (-2.3%) 416.0K +52.1K (+14.3%) 0.06% -0.002 pp 0.01% +0.001 pp USD16.31 +293.8% 12 qtrs
84 SG AMERICAS SECURITIES, LLC 6.5K +4.0K (+158.5%) 416.0K +278.0K (+201.4%) 0.06% +0.036 pp 0.00% +0.000 pp USD60.62 +6.0% 6 qtrs
85 POLEN CAPITAL MANAGEMENT LLC 6.2K +6.2K (+100.0%) 399.3K +399.3K (+100.0%) 0.06% +0.057 pp 0.00% +0.002 pp USD64.23 +0.0% 1 qtrs NEW
86 ARS INVESTMENT PARTNERS, LLC 6.1K -322.0 (-5.0%) 394.7K +39.7K (+11.2%) 0.06% -0.003 pp 0.02% 0.000 pp USD49.51 +29.7% 3 qtrs
87 PRICE T ROWE ASSOCIATES INC /MD/ 6.1K +617.0 (+11.2%) 394.0K +91.0K (+30.0%) 0.06% +0.005 pp 0.00% +0.000 pp USD51.28 +25.3% 3 qtrs
88 SUSQUEHANNA INTERNATIONAL GROUP, LLP 6.0K +6.0K (+100.0%) 385.4K +385.4K (+100.0%) 0.05% +0.055 pp 0.00% +0.000 pp USD64.23 +0.0% 1 qtrs NEW
89 VERITION FUND MANAGEMENT LLC 6.0K +1.8K (+44.4%) 384.4K +156.9K (+69.0%) 0.05% +0.017 pp 0.00% +0.001 pp USD57.77 +11.2% 2 qtrs
90 METLIFE INVESTMENT MANAGEMENT, LLC 5.9K +— (+0.0%) 377.7K +54.9K (+17.0%) 0.05% 0.000 pp 0.00% +0.000 pp USD29.16 +120.3% 7 qtrs
91 AQR CAPITAL MANAGEMENT LLC 5.9K +355.0 (+6.4%) 376.5K +74.2K (+24.5%) 0.05% +0.003 pp 0.00% +0.000 pp USD50.49 +27.2% 3 qtrs
92 COMMONWEALTH EQUITY SERVICES, LLC 5.8K +582.0 (+11.1%) 375.1K +86.1K (+29.8%) 0.05% +0.005 pp 0.00% +0.000 pp USD50.98 +26.0% 5 qtrs
93 WILEY BROS.-AINTREE CAPITAL, LLC 5.8K -1.2K (-17.1%) 372.5K -11.6K (-3.0%) 0.05% -0.011 pp 0.00% -0.001 pp USD50.35 +27.6% 3 qtrs
94 CIBC PRIVATE WEALTH GROUP, LLC 5.6K +— (+0.0%) 359.7K +52.2K (+17.0%) 0.05% 0.000 pp 0.00% +0.000 pp USD29.59 +117.1% 6 qtrs
95 STATE OF WYOMING 5.4K +584.0 (+12.1%) 347.9K +82.6K (+31.1%) 0.05% +0.005 pp 0.04% +0.008 pp USD51.10 +25.7% 3 qtrs
96 ATLANTIC UNION BANKSHARES CORP 5.0K -350.0 (-6.5%) 321.2K +27.4K (+9.3%) 0.05% -0.003 pp 0.01% +0.001 pp USD54.90 +17.0% 2 qtrs
97 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 4.9K +39.0 (+0.8%) 312.4K +47.5K (+17.9%) 0.04% +0.000 pp 0.00% +0.000 pp USD30.39 +111.4% 6 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.50
Neutral
Ratio by volume
0.76
Neutral
Buys
3
Sells
6
Shares acquired
10.8K
Shares disposed
14.2K
Cash buys
Cash sales
Net activity
-3,382
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-17 Thoren Daniel J. Director / Officer M-Exempt A Common Stock 6,089 0.00 358,412 D
2026-05-17 Thome Christopher J. Officer M-Exempt A Common Stock 2,375 0.00 29,735 D
2026-05-17 Malone Matthew Director / Officer M-Exempt A Common Stock 2,375 0.00 55,439 D
2026-04-01 Zmyndak William H. Officer Restricted Stock Units 3,473 0.00 0 D
2026-02-04 Dixon Michael E. Officer F-InKind D Common Stock 120 73.19 8.8K 736 D
2026-02-03 Gross Matthew Lee Officer Common Stock 0 0.00 15,203 D
2025-09-12 Gregorio Mauro Director P-Purchase A Common Stock 1,200 49.01 58.8K 1,200 D
2025-09-02 Gregorio Mauro Director A-Award A Restricted Stock Units 936 0.00 936 D
2025-09-01 Gregorio Mauro Director 0 0.00 0
2025-06-10 Dixon Michael E. Officer Common Stock 0 0.00 467 D
2025-06-09 Thoren Daniel J. Director / Officer A-Award A Common Stock 20,513 0.00 359,177 D
2025-06-09 Thome Christopher J. Officer F-InKind D Common Stock 2,680 44.66 119.7K 27,360 D
2025-06-09 Smith Alan E Officer F-InKind D Common Stock 3,619 44.66 161.6K 66,634 D
2025-06-09 Malone Matthew Officer F-InKind D Common Stock 2,211 44.66 98.7K 53,064 D
2025-06-04 Thoren Daniel J. Director / Officer M-Exempt D Restricted Stock Units 5,542 0.00 11,086 D
2025-06-04 Thome Christopher J. Officer M-Exempt D Restricted Stock Units 1,643 0.00 3,287 D
2025-06-04 Stoner Troy A. Director M-Exempt D Restricted Stock Units 2,934 0.00 0 D
2025-06-04 Smith Alan E Officer M-Exempt D Restricted Stock Units 1,291 0.00 2,582 D
2025-06-04 Schnorr Lisa M. Director M-Exempt D Restricted Stock Units 2,934 0.00 0 D
2025-06-04 Painter Jonathan W Director M-Exempt D Restricted Stock Units 2,934 0.00 0 D
2025-06-04 Malone Matthew Officer M-Exempt A Common Stock 1,291 0.00 47,953 D
2025-06-04 Jaroslawsky Cari L Director M-Exempt D Restricted Stock Units 2,934 0.00 0 D
2025-06-04 Barber James J Director M-Exempt D Restricted Stock Units 2,934 0.00 0 D
2025-06-02 Thoren Daniel J. Director / Officer A-Award A Restricted Stock Units 1,588 0.00 1,588 D
2025-06-02 Thome Christopher J. Officer A-Award A Restricted Stock Units 3,299 0.00 3,299 D
2025-06-02 Stoner Troy A. Director A-Award A Restricted Stock Units 1,956 0.00 1,956 D
2025-06-02 Smith Alan E Officer A-Award A Restricted Stock Units 2,591 0.00 2,591 D
2025-06-02 Schnorr Lisa M. Director A-Award A Restricted Stock Units 1,956 0.00 1,956 D
2025-06-02 Painter Jonathan W Director A-Award A Restricted Stock Units 1,956 0.00 1,956 D
2025-06-02 Malone Matthew Officer A-Award A Restricted Stock Units 7,622 0.00 7,622 D
2025-06-02 Jaroslawsky Cari L Director A-Award A Restricted Stock Units 1,956 0.00 1,956 D
2025-06-02 Barber James J Director A-Award A Restricted Stock Units 1,956 0.00 1,956 D
2025-05-23 Thoren Daniel J. Director / Officer F-InKind D Common Stock 2,934 36.79 107.9K 335,119 D
2025-05-23 Thome Christopher J. Officer M-Exempt D Restricted Stock Units 2,951 0.00 0 D
2025-05-23 Smith Alan E Officer F-InKind D Common Stock 1,436 36.79 52.8K 52,178 D
2025-05-23 Malone Matthew Officer M-Exempt A Common Stock 3,053 0.00 46,662 D
2025-05-17 Thoren Daniel J. Director / Officer M-Exempt D Restricted Stock Units 6,088 0.00 6,089 D
2025-05-17 Thome Christopher J. Officer M-Exempt D Restricted Stock Units 2,374 0.00 2,375 D
2025-05-17 Smith Alan E Officer M-Exempt D Restricted Stock Units 2,374 0.00 2,375 D
2025-05-17 Malone Matthew Officer M-Exempt D Restricted Stock Units 2,374 0.00 2,375 D
2024-09-01 Thoren Daniel J. Director / Officer F-InKind D Common Stock 1,381 31.84 44.0K 324,885
2024-06-04 Thoren Daniel J. Director / Officer A-Award A Restricted Stock Units 16,628 0.00 16,628
2024-06-04 Thome Christopher J. Officer A-Award A Restricted Stock Units 4,930 0.00 4,930
2024-06-04 Stoner Troy A. Director A-Award A Restricted Stock Units 2,934 0.00 2,934
2024-06-04 Smith Alan E Officer A-Award A Restricted Stock Units 3,873 0.00 3,873
2024-06-04 Schnorr Lisa M. Director A-Award A Restricted Stock Units 2,934 0.00 2,934
2024-06-04 PAINTER JONATHAN W Director A-Award A Restricted Stock Units 2,934 0.00 2,934
2024-06-04 Malone Matthew Officer A-Award A Restricted Stock Units 3,873 0.00 3,873
2024-06-04 Jaroslawsky Cari L Director A-Award A Restricted Stock Units 2,934 0.00 2,934
2024-06-04 Fortier Alan Director A-Award A Restricted Stock Units 2,934 0.00 2,934
2024-06-04 Barber James J Director A-Award A Restricted Stock Units 2,934 0.00 2,934
2024-06-01 Thoren Daniel J. Director / Officer F-InKind D Common Stock 6,442 27.05 174.3K 326,266
2024-06-01 Smith Alan E Officer F-InKind D Common Stock 3,123 27.05 84.5K 49,351
2024-06-01 Malone Matthew Officer F-InKind D Common Stock 2,347 27.05 63.5K 41,235
2024-05-23 Thoren Daniel J. Director / Officer F-InKind D Common Stock 2,934 28.44 83.4K 337,721
2024-05-23 Thome Christopher J. Officer M-Exempt D Restricted Stock Units 2,951 0.00 2,951
2024-05-23 Smith Alan E Officer M-Exempt D Restricted Stock Units 3,053 0.00 3,053
2024-05-23 Malone Matthew Officer M-Exempt D Restricted Stock Units 3,053 0.00 3,053
2024-05-17 Thoren Daniel J. Director / Officer M-Exempt D Restricted Stock Units 6,088 0.00 12,177
2024-05-17 Thome Christopher J. Officer M-Exempt D Restricted Stock Units 2,374 0.00 4,749
2024-05-17 Stoner Troy A. Director M-Exempt D Restricted Stock Units 6,393 0.00 0
2024-05-17 Smith Alan E Officer M-Exempt D Restricted Stock Units 2,374 0.00 4,749
2024-05-17 Schnorr Lisa M. Director M-Exempt A Common Stock 6,393 0.00 32,977
2024-05-17 PAINTER JONATHAN W Director M-Exempt D Restricted Stock Units 6,393 0.00 0
2024-05-17 Malone Matthew Officer M-Exempt D Restricted Stock Units 2,374 0.00 4,749
2024-05-17 Jaroslawsky Cari L Director M-Exempt D Restricted Stock Units 6,393 0.00 0
2024-05-17 Fortier Alan Director M-Exempt D Restricted Stock Units 6,393 0.00 0
2024-05-17 Barber James J Director M-Exempt D Restricted Stock Units 6,393 0.00 0
2023-06-09 Smith Alan E Officer F-InKind D Common Stock 548 13.00 7.1K 49,608
2023-06-01 Smith Alan E Officer F-InKind D Common Stock 507 11.04 5.6K 50,156
2023-06-01 Malone Matthew Officer F-InKind D Common Stock 379 11.04 4.2K 40,186
2023-05-23 Thoren Daniel J. Director / Officer M-Exempt D Restricted Stock Units 8,140 0.00 16,280
2023-05-23 Thome Christopher J. Officer M-Exempt D Restricted Stock Units 2,950 0.00 5,902
2023-05-23 Stoner Troy A. Director M-Exempt A Common Stock 6,105 0.00 7,340
2023-05-23 Smith Alan E Officer M-Exempt D Restricted Stock Units 3,052 0.00 6,106
2023-05-23 Schnorr Lisa M. Director M-Exempt D Restricted Stock Units 6,105 0.00 0
2023-05-23 PAINTER JONATHAN W Director M-Exempt D Restricted Stock Units 6,105 0.00 0
2023-05-23 Malone Matthew Officer M-Exempt D Restricted Stock Units 3,052 0.00 6,106
2023-05-23 Jaroslawsky Cari L Director M-Exempt D Restricted Stock Units 6,105 0.00 0
2023-05-23 Fortier Alan Director M-Exempt D Restricted Stock Units 6,105 0.00 0
2023-05-23 Barber James J Director M-Exempt A Common Stock 6,105 0.00 44,508
2023-05-17 Thoren Daniel J. Director / Officer A-Award A Restricted Stock Units 18,265 0.00 18,265
2023-05-17 Thome Christopher J. Officer A-Award A Restricted Stock Units 7,123 0.00 7,123
2023-05-17 Stoner Troy A. Director A-Award A Restricted Stock Units 6,393 0.00 6,393
2023-05-17 Smith Alan E Officer A-Award A Restricted Stock Units 7,123 0.00 7,123
2023-05-17 Schnorr Lisa M. Director A-Award A Restricted Stock Units 6,393 0.00 6,393
2023-05-17 PAINTER JONATHAN W Director A-Award A Restricted Stock Units 6,393 0.00 6,393
2023-05-17 Malone Matthew Officer A-Award A Restricted Stock Units 7,123 0.00 7,123
2023-05-17 Jaroslawsky Cari L Director A-Award A Restricted Stock Units 6,393 0.00 6,393
2023-05-17 Fortier Alan Director A-Award A Restricted Stock Units 6,393 0.00 6,393
2023-05-17 Barber James J Director A-Award A Restricted Stock Units 6,393 0.00 6,393
2023-02-21 Smith Alan E Officer P-Purchase A Common Stock 4,000 13.53 54.1K 57,999
2022-08-04 Thoren Daniel J. Officer P-Purchase A Common Stock 7,500 7.83 58.7K 318,191
2022-08-02 Thoren Daniel J. Officer P-Purchase A Common Stock 5,000 7.20 36.0K 308,682
2022-06-09 Smith Alan E Officer F-InKind D Common Stock 760 9.02 6.9K 53,999
2022-05-29 Smith Alan E Officer F-InKind D Common Stock 526 7.32 3.9K 55,481
2022-05-29 Condame Jennifer R Officer F-InKind D Common Stock 181 7.32 1.3K 29,161
2022-05-23 Thoren Daniel J. Officer A-Award A Restricted Stock Units 24,420 0.00 24,420
2022-05-23 Thome Christopher J. Officer A-Award A Restricted Stock Units 8,852 0.00 8,852
2022-05-23 Stoner Troy A. Director A-Award A Restricted Stock Units 6,105 0.00 6,105
2022-05-23 Smith Alan E Officer A-Award A Restricted Stock Units 9,158 0.00 9,158
2022-05-23 Schnorr Lisa M. Director A-Award A Restricted Stock Units 6,105 0.00 6,105
2022-05-23 PAINTER JONATHAN W Director A-Award A Restricted Stock Units 6,105 0.00 6,105
2022-05-23 Malone Matthew Officer A-Award A Restricted Stock Units 9,158 0.00 9,158
2022-05-23 Jaroslawsky Cari L Director A-Award A Restricted Stock Units 6,105 0.00 6,105
2022-05-23 Fortier Alan Director A-Award A Restricted Stock Units 6,105 0.00 6,105
2022-05-23 Condame Jennifer R Officer A-Award A Restricted Stock Units 4,487 0.00 4,487
2022-05-23 Barber James J Director A-Award A Restricted Stock Units 6,105 0.00 6,105
2022-05-05 Smith Alan E Officer D-Return D Common Stock 3,156 0.00 56,007
2022-05-05 Condame Jennifer R Officer D-Return D Common Stock 1,548 0.00 29,342
2022-04-04 Thome Christopher J. Officer D Common Stock 0 0.00 8,000
2022-03-30 Glajch Jeffrey Officer D-Return D Common Stock 1,180 0.00 53,460
2022-03-23 Stoner Troy A. Director 0 0.00 0
2022-03-23 Jaroslawsky Cari L Director A-Award A Common Stock 1,235 0.00 1,235
2022-03-08 Glajch Jeffrey Officer S-Sale D Common Stock 2,124 8.13 17.3K 62,516
2022-02-22 Thoren Daniel J. Officer P-Purchase A Common Stock 12,500 7.90 98.8K 303,682
2022-02-11 Barber James J Director P-Purchase A Common Stock 6,600 9.20 60.7K 38,403
2022-02-10 Smith Alan E Officer P-Purchase A Common Stock 8,000 9.10 72.8K 59,163
2022-02-10 Schnorr Lisa M. Director P-Purchase A Common Stock 5,000 9.10 45.5K 20,479
2022-02-10 PAINTER JONATHAN W Director P-Purchase A Common Stock 2,500 9.08 22.7K 17,168
2022-02-10 Fortier Alan Director P-Purchase A Common Stock 6,000 9.19 55.1K 37,068
2021-12-08 Glajch Jeffrey Officer S-Sale D Common Stock 2,893 12.75 36.9K 64,640
2021-09-10 Barber James J Director P-Purchase A Common Stock 100 12.35 1.2K 31,803
2021-09-09 Barber James J Director P-Purchase A Common Stock 4,396 12.49 54.9K 31,703
2021-09-08 Barber James J Director P-Purchase A Common Stock 504 12.60 6.4K 27,307
2021-09-01 Thoren Daniel J. Officer A-Award A Common Stock 17,872 0.00 291,182
2021-08-31 LINES JAMES R Director / Officer D-Return D Common Stock 13,063 0.00 124,982
2021-06-09 Smith Alan E Officer F-InKind D Common Stock 760 14.17 10.8K 51,163
2021-06-09 Condame Jennifer R Officer F-InKind D Common Stock 261 14.17 3.7K 30,890
2021-06-01 Thoren Daniel J. Officer A-Award A Common Stock 246,494 14.69 3.62M 246,494
2021-06-01 Smith Alan E Officer A-Award A Common Stock 4,332 0.00 43,259
2021-06-01 Schnorr Lisa M. Director A-Award A Common Stock 3,265 0.00 15,479
2021-06-01 PAINTER JONATHAN W Director A-Award A Common Stock 3,265 0.00 14,668
2021-06-01 Malone Matthew Officer A-Award A Common Stock 4,082 0.00 30,386
2021-06-01 MAZURKIEWICZ GERARD T Director A-Award A Common Stock 3,265 0.00 21,088
2021-06-01 MALVASO JAMES J Director A-Award A Common Stock 3,265 0.00 29,384
2021-06-01 LINES JAMES R Director / Officer A-Award A Common Stock 26,126 0.00 188,915
2021-06-01 Glajch Jeffrey Officer A-Award A Common Stock 5,466 0.00 56,601
2021-06-01 Fortier Alan Director A-Award A Common Stock 3,265 0.00 31,068
2021-06-01 Condame Jennifer R Officer A-Award A Common Stock 2,124 0.00 26,903
2021-06-01 Barber James J Director A-Award A Common Stock 3,265 0.00 26,803
2021-05-30 Smith Alan E Officer F-InKind D Common Stock 398 14.69 5.8K 38,927
2021-05-30 Condame Jennifer R Officer F-InKind D Common Stock 136 14.69 2.0K 24,779
2021-05-29 Smith Alan E Officer F-InKind D Common Stock 526 14.69 7.7K 39,325
2021-05-29 Condame Jennifer R Officer F-InKind D Common Stock 180 14.69 2.6K 24,915
2021-05-18 Smith Alan E Officer F-InKind D Common Stock 388 15.22 5.9K 45,394
2021-05-18 LINES JAMES R Director / Officer D-Return D Common Stock 3,924 0.00 165,343
2021-05-18 Glajch Jeffrey Officer D-Return D Common Stock 1,806 0.00 57,348
2021-05-18 Condame Jennifer R Officer F-InKind D Common Stock 133 15.22 2.0K 27,813
2021-03-31 Smith Alan E Officer D-Return D Common Stock 3,156 0.00 39,851
2021-03-31 LINES JAMES R Director / Officer D-Return D Common Stock 9,804 0.00 149,726
2021-03-31 Glajch Jeffrey Officer D-Return D Common Stock 3,538 0.00 51,135
2021-03-31 Condame Jennifer R Officer D-Return D Common Stock 1,170 0.00 26,643
2021-03-09 Glajch Jeffrey Officer S-Sale D Common Stock 1,800 16.73 30.1K 59,154
2021-03-08 Glajch Jeffrey Officer S-Sale D Common Stock 5,193 16.04 83.3K 60,954
2021-03-05 Glajch Jeffrey Officer S-Sale D Common Stock 3,007 15.90 47.8K 66,147
2021-03-04 Glajch Jeffrey Officer S-Sale D Common Stock 5,800 15.93 92.4K 69,154
2020-06-12 Schnorr Lisa M. Director P-Purchase A Common Stock 811 12.31 10.0K 12,214
2020-06-09 Smith Alan E Officer A-Award A Common Stock 4,563 0.00 38,267
2020-06-09 Schnorr Lisa M. Director A-Award A Common Stock 3,543 0.00 11,403
2020-06-09 PAINTER JONATHAN W Director A-Award A Common Stock 3,543 0.00 11,403
2020-06-09 MAZURKIEWICZ GERARD T Director A-Award A Common Stock 3,543 0.00 17,823
2020-06-09 MALVASO JAMES J Director A-Award A Common Stock 3,543 0.00 26,119
2020-06-09 LINES JAMES R Director / Officer A-Award A Common Stock 14,174 0.00 138,935
2020-06-09 Glajch Jeffrey Officer A-Award A Common Stock 11,516 0.00 72,970
2020-06-09 Fortier Alan Director A-Award A Common Stock 3,543 0.00 27,803
2020-06-09 Condame Jennifer R Officer A-Award A Common Stock 2,238 0.00 24,260
2020-06-09 Barber James J Director A-Award A Common Stock 3,543 0.00 23,538
2020-05-31 Smith Alan E Officer F-InKind D Common Stock 480 11.44 5.5K 33,704
2020-05-30 Smith Alan E Officer F-InKind D Common Stock 398 11.44 4.6K 34,184
2020-05-29 Smith Alan E Officer F-InKind D Common Stock 526 11.44 6.0K 34,582
2020-05-13 Smith Alan E Officer D-Return D Common Stock 4,405 0.00 35,785
2020-05-13 LINES JAMES R Director / Officer D-Return D Common Stock 11,129 0.00 124,761
2020-05-13 Glajch Jeffrey Officer D-Return D Common Stock 4,936 0.00 55,696
2020-05-13 Condame Jennifer R Officer D-Return D Common Stock 2,160 0.00 22,022
2020-03-05 Smith Alan E Officer P-Purchase D Common Stock 800 15.86 12.7K 40,190
2020-03-05 LINES JAMES R Director / Officer P-Purchase A Common Stock 2,500 15.70 39.3K 135,890
2020-02-25 Glajch Jeffrey Officer P-Purchase A Common Stock 1,800 17.00 30.6K 60,632
2020-02-21 LINES JAMES R Director / Officer P-Purchase A Common Stock 2,400 18.52 44.4K 133,390
2020-02-20 LINES JAMES R Director / Officer P-Purchase A Common Stock 1,056 18.51 19.5K 130,990
2020-02-14 LINES JAMES R Director / Officer P-Purchase A Common Stock 3,287 18.59 61.1K 129,934
2020-02-13 LINES JAMES R Director / Officer P-Purchase A Common Stock 4,212 18.14 76.4K 126,647
2020-02-12 LINES JAMES R Director / Officer P-Purchase A Common Stock 2,008 18.37 36.9K 122,435
2020-02-11 LINES JAMES R Director / Officer P-Purchase A Common Stock 6,137 17.93 110.0K 120,427
2020-01-31 Glajch Jeffrey Officer P-Purchase A Common Stock 1,500 18.00 27.0K 58,832
2019-12-04 Condame Jennifer R Officer M-Exempt A Common Stock 1,609 15.25 24.5K 25,791
2019-08-26 Rice John N Officer P-Purchase A Common Stock 200 18.50 3.7K 10,573
2019-05-31 Smith Alan E Officer F-InKind D Common Stock 480 20.41 9.8K 39,390
2019-05-31 LINES JAMES R Director / Officer F-InKind D Common Stock 970 20.41 19.8K 114,290
2019-05-31 Glajch Jeffrey Officer F-InKind D Common Stock 538 20.41 11.0K 53,580
2019-05-31 Condame Jennifer R Officer F-InKind D Common Stock 165 20.41 3.4K 24,182
2019-05-30 Smith Alan E Officer F-InKind D Common Stock 398 20.42 8.1K 39,870
2019-05-30 Rice John N Officer F-InKind D Common Stock 100 20.42 2.0K 10,373
2019-05-30 LINES JAMES R Director / Officer F-InKind D Common Stock 775 20.42 15.8K 115,260
2019-05-30 Glajch Jeffrey Officer F-InKind D Common Stock 446 20.42 9.1K 54,118
2019-05-30 Condame Jennifer R Officer F-InKind D Common Stock 136 20.42 2.8K 24,347
2019-05-29 Smith Alan E Officer A-Award A Common Stock 6,312 0.00 41,168
2019-05-29 Schnorr Lisa M. Director A-Award A Common Stock 2,450 0.00 7,860
2019-05-29 Rice John N Officer A-Award A Common Stock 3,976 0.00 10,473
2019-05-29 PAINTER JONATHAN W Director A-Award A Common Stock 2,450 0.00 7,860

Executive team

Top executives
EBIT / Employee
20.2K
Shares Outstanding
11.07M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Daniel J. Thoren Executive Chairman, Former CEO 500.0K 850.0K 471.0K 32.4K 1.85M 45.86%
2 2025 Christopher J. Thome VP - Finance, CFO, CAO and Corporate Secretary 360.0K 252.0K 204.7K 26.0K 842.6K 29.91%
3 2025 Matthew J. Malone President & CEO, Former VP and GM - Barber-Nichols 341.7K 54.3K 198.0K 195.5K 38.6K 828.0K 23.91%
4 2025 Alan E. Smith VP and General Manager - Batavia 330.0K 198.0K 190.8K 93.6K 812.4K 24.37%
5 2024 Daniel J. Thoren Executive Chairman, Former CEO 400.0K 730.0K 400.0K 698.0K 23.0K 2.25M 17.77%
6 2024 Daniel J. Thoren CEO 400.0K 730.0K 400.0K 698.0K 23.0K 2.25M 17.77%
7 2024 Matthew J. Malone President & CEO, Former VP and GM - Barber-Nichols 312.0K 312.4K 156.0K 249.1K 45.5K 1.08M 14.51%
8 2024 Matthew Malone VP and GM - Barber-Nichols 312.0K 312.4K 156.0K 249.1K 45.5K 1.08M 14.51%
9 2024 Alan E. Smith VP and General Manager - Batavia 312.0K 156.0K 241.6K 86.2K 795.8K 19.60%
10 2024 Christopher J. Thome VP - Finance, CFO, CAO and Corporate Secretary 312.0K 156.0K 265.2K 24.7K 757.9K 20.58%
11 2023 Daniel J. Thoren CEO 400.0K 400.0K 238.0K 36.6K 1.07M 37.22%
12 2023 Matthew Malone VP and GM - Barber-Nichols 300.0K 150.0K 144.9K 35.4K 630.3K 23.80%
13 2023 Christopher J. Thome VP - Finance, CFO, CAO and Corporate Secretary 288.9K 145.0K 116.0K 15.1K 564.9K 25.67%
14 2022 James R. Lines Former CEO 208.3K 496.8K 359.5K 1.06M 46.66%
15 2022 Daniel J. Thoren CEO 324.6K 480.4K 127.2K 18.7K 950.9K 50.52%
16 2022 Jeffrey F. Glajch Former VP - Finance & Administration and CFO 334.8K 207.9K 48.9K 26.6K 618.1K 33.63%
17 2022 Matthew Malone VP and GM - Barber-Nichols 208.3K 155.2K 135.5K 12.8K 511.9K 30.32%
18 2022 Matthew Malone VP and GM - Barber - Nichols 208.3K 155.2K 135.5K 12.8K 511.9K 30.32%
19 2021 James R. Lines CEO 500.0K 468.2K 652.8K 272.3K 1.89M 24.73%
20 2021 James R. Lines Former CEO 500.0K 468.2K 652.8K 272.3K 1.89M 24.73%
21 2021 Jeffrey F. Glajch Former VP - Finance & Administration and CFO 325.0K 190.2K 265.2K 26.1K 806.5K 23.58%
22 2021 Jeffrey F. Glajch VP - Finance & Administration and CFO 325.0K 190.2K 265.2K 26.1K 806.5K 23.58%
23 2021 Alan E. Smith VP and General Manager - Batavia 257.6K 150.7K 196.5K 149.3K 754.1K 19.99%
24 2020 James R. Lines President and CEO 500.0K 451.8K 660.6K 1.61M 28.02%
25 2020 James R. Lines CEO 500.0K 451.8K 660.6K 1.61M 28.02%
26 2020 Alan E. Smith VP and General Manager - Batavia 257.6K 145.4K 32.7K 276.7K 712.4K 20.42%
27 2020 Jeffrey F. Glajch VP - Finance & Administration and CFO 309.9K 163.1K 26.3K 499.2K 32.66%
28 2019 James R. Lines President and CEO 435.0K 348.6K 181.5K 212.4K 1.18M 29.60%
29 2019 James R. Lines President and Chief Executive Officer (principal executive officer) 435.0K 348.6K 181.5K 212.4K 1.18M 29.60%
30 2019 Alan E. Smith Vice President and General Manager - Batavia 250.1K 143.1K 88.5K 111.1K 592.8K 24.14%
31 2019 Alan E. Smith VP and General Manager - Batavia 250.1K 143.1K 88.5K 111.1K 592.8K 24.14%
32 2019 Jeffrey F. Glajch Vice President - Finance Chief Financial Officer (principal financial officer) 280.3K 160.4K 106.8K 25.2K 572.6K 28.01%
33 2019 Jeffrey F. Glajch VP - Finance & Administration and CFO 280.3K 160.4K 106.8K 25.2K 572.6K 28.01%
34 2019 John N. Rice, Vice President of Sales 225.0K 90.1K 60.5K 160.5K 536.1K 16.81%
35 2019 Jennifer R. Condame Controller and Chief Accounting Officer 175.2K 70.2K 56.2K 84.1K 385.6K 18.19%
36 2018 James R. Lines, President and Chief Executive Officer (principal executive officer) 435.0K 334.9K 127.9K 232.0K 1.13M 29.65%
37 2018 James R. Lines President and Chief Executive Officer (principal executive officer) 435.0K 334.9K 127.9K 232.0K 1.13M 29.65%
38 2018 Alan E. Smith Vice President and General Manager - Batavia 241.0K 132.6K 79.5K 99.9K 553.0K 23.97%
39 2018 Jeffrey F. Glajch Vice President - Finance Chief Financial Officer (principal financial officer) 270.1K 148.5K 56.7K 25.0K 500.4K 29.68%
40 2018 Jennifer R. Condame Controller and Chief Accounting Officer 168.8K 65.0K 37.8K 79.9K 351.5K 18.49%
41 2017 James R. Lines President and Chief Executive Officer (principal executive officer) 435.0K 430.1K 121.8K 108.5K 1.10M 39.26%
42 2017 James R. Lines, President and Chief Executive Officer (principal executive officer) 435.0K 430.1K 121.8K 108.5K 1.10M 39.26%
43 2017 Jeffrey F. Glajch Vice President - Finance Chief Financial Officer (principal financial officer) 270.1K 192.9K 67.5K 24.8K 555.4K 34.73%
44 2017 Jeffrey F. Glajch Vice President - Finance & Administration and Chief Financial Officer (principal financial officer) 270.1K 192.9K 67.5K 24.8K 555.4K 34.73%
45 2017 Alan E. Smith Vice President and General Manager - Batavia 241.0K 172.1K 72.3K 60.7K 546.2K 31.51%
46 2017 Jennifer R. Condame Controller and Chief Accounting Officer 168.8K 83.5K 39.0K 48.8K 340.1K 24.54%
47 2016 James R. Lines, President and Chief Executive Officer (principal executive officer) 371.5K 151.5K 37.9K 85.9K 646.9K 23.42%
48 2016 Jeffrey F. Glajch Vice President - Finance Chief Financial Officer (principal financial officer) 262.3K 89.1K 18.4K 24.7K 394.4K 22.59%
49 2016 Jeffrey F. Glajch Vice President - Finance & Administration and Chief Financial Officer (principal financial officer) 262.3K 89.1K 18.4K 24.7K 394.4K 22.59%
50 2016 Alan E. Smith Vice President and General Manager - Batavia 230.7K 76.1K 21.0K 58.8K 386.6K 19.69%
51 2016 Jennifer R. Condame Controller and Chief Accounting Officer 163.9K 39.8K 6.6K 43.1K 253.3K 15.70%
52 2015 James R. Lines, President and Chief Executive Officer (principal executive officer) 360.7K 147.1K 306.0K 392.2K 1.21M 12.20%
53 2015 Alan E. Smith Vice President and General Manager - Batavia 217.5K 73.9K 123.5K 162.3K 577.2K 12.80%
54 2015 Alan E. Smith Vice President of Operations 217.5K 73.9K 123.5K 162.3K 577.2K 12.80%
55 2015 Jeffrey F. Glajch Vice President - Finance & Administration and Chief Financial Officer (principal financial officer) 254.6K 86.5K 123.0K 23.7K 487.8K 17.73%
56 2015 Jennifer R. Condame Controller and Chief Accounting Officer 159.1K 38.6K 65.3K 134.9K 398.0K 9.71%
57 2014 James R. Lines, President and Chief Executive Officer (principal executive officer) 350.2K 136.0K 191.6K 94.6K 772.5K 17.61%
58 2014 Jeffrey F. Glajch Vice President - Finance & Administration and Chief Financial Officer (principal financial officer) 247.2K 82.8K 78.5K 23.2K 431.7K 19.17%
59 2014 Alan E. Smith Vice President and General Manager - Batavia 211.2K 70.6K 80.9K 49.2K 411.8K 17.13%
60 2014 Alan E. Smith Vice President of Operations 211.2K 70.6K 80.9K 49.2K 411.8K 17.13%
61 2014 Jennifer R. Condame Controller and Chief Accounting Officer 154.5K 36.7K 36.0K 41.3K 268.5K 13.68%
62 2013 James R. Lines, President and Chief Executive Officer (principal executive officer) 323.9K 60.1K 58.5K 173.2K 427.3K 1.04M 11.37%
63 2013 Alan E. Smith Vice President of Operations 201.6K 33.4K 32.5K 70.4K 92.6K 430.6K 15.32%
64 2013 Jeffrey F. Glajch Vice President - Finance & Administration and Chief Financial Officer (principal financial officer) 236.5K 39.4K 38.3K 80.8K 22.7K 417.7K 18.61%
65 2013 Jennifer R. Condame Controller and Chief Accounting Officer 146.9K 17.3K 16.8K 36.6K 75.9K 293.4K 11.60%
66 2013 Robert A. Platt Former Vice President of Sales 142.0K 20.0K 19.4K 82.9K 264.3K 14.90%
67 2012 James R. Lines, President and Chief Executive Officer (principal executive officer) 283.3K 110.7K 191.2K 253.7K 838.8K 13.20%
68 2012 Alan E. Smith Vice President of Operations 189.0K 61.6K 79.6K 102.0K 432.1K 14.25%
69 2012 Jeffrey F. Glajch Vice President - Finance & Administration and Chief Financial Officer (principal financial officer) 222.8K 72.6K 93.6K 19.2K 408.1K 17.78%
70 2012 Jeffrey F. Glajch Vice President–Finance & Administration and Chief Financial Officer (principal financial officer) 222.8K 72.6K 93.6K 19.2K 408.1K 17.78%
71 2012 Jennifer R. Condame Controller and Chief Accounting Officer 136.6K 31.8K 43.5K 77.1K 289.0K 11.00%
72 2012 Robert A. Platt Vice President of Sales 75.6K 18.0K 45.4K 21.3K 4.0K 164.2K 27.63%
73 2012 Robert A. Platt Former Vice President of Sales 75.6K 18.0K 45.4K 21.3K 4.0K 164.2K 27.63%
74 2011 James R. Lines, President and Chief Executive Officer (principal executive officer) 275.0K 39.4K 40.7K 201.0K 138.5K 694.6K 11.53%
75 2011 Jeffrey F. Glajch Vice President-Finance & Administration and Chief Financial Officer (principal financial officer) 216.3K 31.2K 32.3K 94.9K 16.1K 390.8K 16.24%
76 2011 Jeffrey F. Glajch Vice President - Finance & Administration and Chief Financial Officer (principal financial officer) 216.3K 31.2K 32.3K 94.9K 16.1K 390.8K 16.24%
77 2011 Jeffrey F. Glajch Vice President–Finance & Administration and Chief Financial Officer (principal financial officer) 216.3K 31.2K 32.3K 94.9K 16.1K 390.8K 16.24%
78 2011 Alan E. Smith Vice President of Operations 183.5K 26.5K 27.4K 76.1K 50.2K 363.6K 14.80%
79 2011 Jennifer R. Condame Controller and Chief Accounting Officer 132.6K 13.7K 14.1K 43.2K 36.8K 240.4K 11.56%
80 2010 James R. Lines, President and Chief Executive Officer (principal executive officer) 265.0K 48.6K 54.9K 217.3K 171.3K 757.1K 13.67%
81 2010 Alan E. Smith Vice President of Operations 178.2K 29.3K 33.1K 90.4K 58.6K 389.6K 16.02%
82 2010 Jeffrey F. Glajch Vice President–Finance & Administration and Chief Financial Officer (principal financial officer) 210.0K 43.5K 97.4K 13.1K 364.0K 11.95%
83 2010 Jeffrey Glajch Vice President-Finance and Administration and Chief Financial Officer (principal financial officer) 210.0K 43.5K 97.4K 13.1K 364.0K 11.95%
84 2010 Jeffrey F. Glajch Vice President-Finance & Administration and Chief Financial Officer (principal financial officer) 210.0K 43.5K 97.4K 13.1K 364.0K 11.95%
85 2010 Jennifer R. Condame Controller and Chief Accounting Officer 128.8K 24.8K 46.7K 47.5K 247.8K 10.02%
86 2009 James R. Lines, President and Chief Executive Officer (principal executive officer) 265.0K 51.4K 41.9K 190.0K 28.6K 576.9K 16.18%
87 2009 J. Ronald Hansen Former Vice President — Finance & Administration and Chief Financial Officer (former principal financial officer) 60.1K 38.5K 87.2K 25.1K 160.3K 371.2K 33.85%
88 2009 Alan E. Smith Vice President of Operations 159.8K 22.6K 18.5K 66.8K 19.0K 286.7K 14.32%
89 2009 Jennifer R. Condame Controller and Chief Accounting Officer 119.8K 34.3K 35.0K 11.2K 200.3K 17.11%
90 2009 Jeffrey F. Glajch Vice President-Finance & Administration and Chief Financial Officer (principal financial officer) 17.5K 4.8K 22.3K 21.52%
91 2009 Jeffrey Glajch Vice President-Finance and Administration and Chief Financial Officer (principal financial officer) 17.5K 4.8K 22.3K 21.52%
92 2009 Jeffrey Glajch Vice President — Finance & Administration and Chief Financial Officer (principal financial officer) 17.5K 100.00 17.6K 0.57%
93 2008 James R. Lines, President and Chief Executive Officer (principal executive officer) 233.7K 18.9K 38.7K 172.6K 37.7K 501.6K 11.49%
94 2008 J. Ronald Hansen Former Vice President — Finance & Administration and Chief Financial Officer (former principal financial officer) 175.1K 15.9K 20.6K 92.1K 56.5K 360.2K 10.14%
95 2008 J. Ronald Hansen, Vice President — Finance and Administration and Chief Financial Officer (principal financial officer) 175.1K 15.9K 20.6K 92.1K 56.5K 360.2K 10.14%
96 2008 Alan E. Smith Vice President of Operations 102.8K 25.0K 63.2K 63.8K 254.9K 9.79%
97 2007 James R. Lines, President and Chief Operating Officer (principal executive officer) 202.6K 15.6K 63.2K 16.3K 297.7K 5.23%
98 2007 James R. Lines, President and Chief Executive Officer (principal executive officer) 202.6K 15.6K 63.2K 16.3K 297.7K 5.23%
99 2007 Stephen P. Northrup, Former Vice President of Asia Operations 162.0K 11.6K 38.6K 55.2K 267.3K 4.33%
100 2007 J. Ronald Hansen, Vice President — Finance and Administration and Chief Financial Officer (principal financial officer) 170.0K 11.6K 40.5K 30.2K 252.2K 4.59%
101 2007 J. Ronald Hansen Former Vice President — Finance & Administration and Chief Financial Officer (former principal financial officer) 170.0K 11.6K 40.5K 30.2K 252.2K 4.59%
102 2007 William C. Johnson, Former President and Chief Executive Officer 88.3K 4.6K 4.1K 97.1K 4.76%
103 2006 William C. Johnson Former President and Chief Executive Officer 241.2K 192.6K 12.0K 52.6K 498.5K 2.41%
104 2006 James R. Lines President and Chief Operating Officer 163.0K 86.8K 6.0K 9.9K 265.7K 2.26%
105 2006 J. Ronald Hansen Vice President-Finance and Administration and Chief Financial Officer 165.0K 87.8K 6.0K 5.5K 264.4K 2.27%
106 2006 Stephen P. Northrup Vice President of Asia Operations 157.3K 83.2K 6.0K 10.0K 256.5K 2.34%
107 2005 Alvaro Cadena Retired President and Chief Executive Officer 176.2K 156.9K 333.1K 0.00%
108 2005 William C. Johnson Former President and Chief Executive Officer 80.1K 36.0K 126.1K 242.2K 14.86%
109 2005 William C. Johnson President and Chief Executive Officer 80.1K 18.0K 125.3K 223.5K 8.05%
110 2005 Philip Marks Former Vice President — Manufacturing 108.6K 3.0K 109.7K 221.3K 1.36%
111 2005 Stephen P. Northrup Vice President and Chief Technology Officer 138.0K 3.0K 41.5K 182.4K 1.64%
112 2005 J. Ronald Hansen Vice President — Finance & Administration and Chief Financial Officer 146.9K 3.0K 31.8K 181.7K 1.65%
113 2005 James R. Lines Vice President and General Manager 138.0K 3.0K 26.9K 167.8K 1.79%
114 2005 J. Ronald Hansen Vice President-Finance and Administration and Chief Financial Officer 146.9K 6.0K 152.9K 3.92%
115 2005 James R. Lines President and Chief Operating Officer 138.0K 6.0K 4.8K 148.8K 4.03%
116 2005 Stephen P. Northrup Vice President of Asia Operations 138.0K 6.0K 144.0K 4.17%
117 2004 Alvaro Cadena Retired President and Chief Executive Officer 235.0K 6.0K 113.2K 354.1K 1.69%
118 2004 J. Ronald Hansen Vice President — Finance & Administration and Chief Financial Officer 146.9K 3.0K 109.9K 259.8K 1.15%
119 2004 Stephen P. Northrup Vice President and Chief Technology Officer 138.0K 3.0K 112.5K 253.5K 1.18%
120 2004 J. Ronald Hansen Vice President-Finance and Administration and Chief Financial Officer 146.9K 6.0K 86.5K 239.4K 2.51%
121 2004 Stephen P. Northrup Vice President of Asia Operations 138.0K 6.0K 87.0K 230.9K 2.60%
122 2004 James R. Lines Vice President and General Manager 138.0K 3.0K 51.7K 192.7K 1.56%
123 2004 James R. Lines President and Chief Operating Officer 138.0K 6.0K 43.1K 187.1K 3.21%
124 2004 Philip Marks Former Vice President — Manufacturing 120.9K 3.0K 4.0K 127.9K 2.34%
125 2003 Alvaro Cadena Retired President and Chief Executive Officer 235.0K 6.0K 14.1K 255.0K 2.35%
126 2003 J. Ronald Hansen Vice President — Finance & Administration and Chief Financial Officer 146.9K 3.0K 14.1K 164.0K 1.83%
127 2003 James R. Lines Vice President and General Manager 138.0K 3.0K 7.4K 148.4K 2.02%
128 2003 Stephen P. Northrup Vice President and Chief Technology Officer 138.0K 3.0K 6.1K 147.0K 2.04%
129 2003 Philip Marks Former Vice President — Manufacturing 118.5K 3.0K 7.5K 129.0K 2.33%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-07-15 DEFA14A
2025-07-15 DEF 14A
2024-07-08 DEFA14A
2024-07-08 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-18 4
2026-05-18 4
2026-05-18 4
2026-05-11 EFFECT
2026-05-11 424B3
2026-04-30 S-3
2026-04-28 SD
2026-04-24 D
2026-04-15 8-K
2026-04-06 3

Executive team

NameTitleCompensationGender
Daniel J. Thoren Executive Chairman 1M male
Matthew Malone President, Chief Executive Officer & Director 630.0K male
Christopher J. Thome Chief Accounting Officer, Vice President of Finance, Chief Financial Officer & Corporate Secretary 590.6K male
Alan E. Smith Vice President & GM of Batavia 537.8K male
Rachel Jaakkola Chief Human Resources Officer female
Christina McLeod Corporate Controller
Keith Oufnac Chief Information Officer male
Michael E. Dixon Vice President & GM of Barber-Nichols male
ESG Rating
B
INDUSTRIAL - MACHINERY
2013
E (Environmental)
71.9 / 62.9
Company / Sector avg.
S (Social)
68.8 / 67.9
Company / Sector avg.
G (Governance)
72.7 / 67.6
Company / Sector avg.
ESG Total
71.1 / 66.1
Company / Sector avg.
ESG Score History INDUSTRIAL - MACHINERY
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits