Gentex Corporation (GNTX)
Zeeland, MI, US
Gentex Corporation, established in 1974 and headquartered in Zeeland, Michigan, is a global innovator specializing in the design, development, production, marketing, and distribution of advanced technology solutions. Its diverse product portfolio encompasses digital vision systems, connected car technologies, dimmable glass, and fire safety equipment, serving markets across the United States, Germany, Japan, Mexico, and other international regions. The company operates primarily through two segments: Automotive Products and Other. Within its Automotive Products division, Gentex offers a comprehensive range of components, including sophisticated electrochromic automatic-dimming rearview mirrors (for both interior and exterior applications), various automotive electronics, and standard rearview mirrors. These are supplied to original equipment manufacturers (OEMs), automotive suppliers, and aftermarket customers for integration into passenger cars, light trucks, pick-up trucks, sport utility vehicles, and vans. Beyond the automotive industry, Gentex also provides variable dimmable windows for the aerospace sector, specifically for use by aircraft manufacturers and airline operators. Furthermore, the company is a significant provider of fire protection solutions. Its offerings include photoelectric smoke detectors and alarms, electrochemical carbon monoxide alarms and detectors, and an array of audible and visual signaling devices such as bells and speakers. These products are crucial components for fire detection systems installed in a variety of settings, including office buildings, hotels, and other commercial and residential structures. Gentex also actively researches and develops nanofiber chemical sensing products. Fire protection products are sold directly, as well as through sales managers and manufacturer representatives, reaching fire protection and security product distributors, electrical wholesale houses, and OEMs of fire protection systems.
No mergers or acquisitions recorded for this company.
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| NASDAQ 100 | 2002-12-23 | — | Active |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.33% | +0.29% | +4.54% | +3.25% | +5.83% | +3.82% | +12.01% | -9.17% | -30.53% | +45.72% | +23,688.89% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 4 | 0 |
| Hold | 5 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 2 |
25.00
-3.3%
|
| Last Year | 9 |
27.00
+4.4%
|
| All Time | 19 |
28.84
+11.5%
|
-
Revenue growth Auto - Parts: +7.8%+9.6% ★ Q1'26: +17.1% (vs Q1'25)
-
EPS growth Auto - Parts: +18.0%-1.1% Q1'26: +9.5% (vs Q1'25)
-
FCF margin FCF growth · Auto - Parts: +53.1%+17.3% Q1'26: +17.8% (vs Q1'25)
-
EBIT margin Auto - Parts: +7.5%+18.2% ★ Q1'26: +18.8% (vs Q1'25)
-
ROIC Auto - Parts: +6.4%+16.4% ★ Q1'26: +18.1% (vs Q1'25)
-
Share dilution Auto - Parts: +0.0%-2.9% ★ Q1'26: -5.2% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Auto - Parts: 0.27×0.00× ★ Q1'26: 0.02× (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 2001 actual |
Dec 2002 actual |
Dec 2003 actual |
Dec 2004 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 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 6 Rev. Ana. 5 EPS Ana. |
Dec 2027 6 Rev. Ana. 5 EPS Ana. |
Dec 2028 5 Rev. Ana. 4 EPS Ana. |
Dec 2029 2 Rev. Ana. 2 EPS Ana. |
Dec 2030 2 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
310.30M
est: 310.32M (0.0%)
|
395.26M
est: 365.91M (+8.0%)
|
469.02M
est: 439.99M (+6.6%)
|
505.67M
est: 518.63M (-2.5%)
|
536.48M
est: 518.03M (+3.6%)
|
572.27M
est: 521.37M (+9.8%)
|
653.93M
est: 595.70M (+9.8%)
|
623.80M
est: 618.84M (+0.8%)
|
544.52M
est: 507.15M (+7.4%)
|
816.26M
est: 785.33M (+3.9%)
|
1.02B
est: 1.04B (-1.8%)
|
1.10B
est: 1.08B (+1.4%)
|
1.17B
est: 1.04B (+13.0%)
|
1.38B
est: 1.35B (+1.8%)
|
1.54B
est: 1.53B (+0.8%)
|
1.68B
est: 1.70B (-1.3%)
|
1.79B
est: 1.79B (+0.5%)
|
1.83B
est: 1.86B (-1.4%)
|
1.86B
est: 1.86B (-0.1%)
|
1.69B
est: 1.64B (+2.9%)
|
1.73B
est: 1.73B (+0.1%)
|
1.92B
est: 1.93B (-0.6%)
|
2.30B
est: 2.33B (-1.2%)
|
2.31B
est: 2.37B (-2.5%)
|
2.53B
est: 2.54B (-0.4%)
|
2.70B
2.69B – 2.72B
+5.9% YoY
|
2.83B
2.81B – 2.85B
+5.0% YoY
|
2.96B
2.96B – 2.97B
+4.7% YoY
|
3.01B
2.98B – 3.03B
+1.5% YoY
|
3.10B
3.08B – 3.12B
+3.1% YoY
|
| EBITDA |
98.19M
est: 112.75M (-12.9%)
|
134.91M
est: 134.95M (0.0%)
|
168.12M
est: 168.69M (-0.3%)
|
171.81M
est: 193.94M (-11.4%)
|
160.12M
est: 178.84M (-10.5%)
|
154.21M
est: 170.03M (-9.3%)
|
171.25M
est: 190.25M (-10.0%)
|
144.70M
est: 118.13M (+22.5%)
|
132.98M
est: 98.78M (+34.6%)
|
229.59M
est: 230.59M (-0.4%)
|
274.00M
est: 291.60M (-6.0%)
|
289.64M
est: 293.75M (-1.4%)
|
367.60M
est: 338.48M (+8.6%)
|
476.21M
est: 481.16M (-1.0%)
|
539.37M
est: 517.56M (+4.2%)
|
600.33M
est: 588.11M (+2.1%)
|
622.93M
est: 620.97M (+0.3%)
|
610.31M
est: 630.82M (-3.3%)
|
593.24M
est: 578.40M (+2.6%)
|
504.30M
est: 464.47M (+8.6%)
|
508.89M
est: 555.38M (-8.4%)
|
466.57M
est: 468.21M (-0.3%)
|
589.05M
est: 586.78M (+0.4%)
|
563.31M
est: 597.91M (-5.8%)
|
566.14M
est: 641.23M (-11.7%)
|
679.29M
676.75M – 684.36M
+5.9% YoY
|
713.41M
708.35M – 718.47M
+5.0% YoY
|
746.66M
745.69M – 747.62M
+4.7% YoY
|
757.76M
752.15M – 763.74M
+1.5% YoY
|
781.45M
775.66M – 787.61M
+3.1% YoY
|
| EBIT |
82.06M
est: 82.06M (+0.0%)
|
115.20M
est: 105.81M (+8.9%)
|
146.58M
est: 137.54M (+6.6%)
|
150.07M
est: 154.07M (-2.6%)
|
136.29M
est: 131.80M (+3.4%)
|
126.45M
est: 115.38M (+9.6%)
|
138.82M
est: 124.16M (+11.8%)
|
108.81M
est: 131.67M (-17.4%)
|
94.62M
est: 65.63M (+44.2%)
|
190.97M
est: 182.05M (+4.9%)
|
231.37M
est: 235.09M (-1.6%)
|
239.46M
est: 230.01M (+4.1%)
|
304.74M
est: 264.06M (+15.4%)
|
398.83M
est: 389.57M (+2.4%)
|
458.77M
est: 436.06M (+5.2%)
|
511.74M
est: 502.35M (+1.9%)
|
523.36M
est: 514.72M (+1.7%)
|
508.13M
est: 513.57M (-1.1%)
|
488.54M
est: 466.93M (+4.6%)
|
399.56M
est: 339.31M (+17.8%)
|
409.78M
est: 441.45M (-7.2%)
|
370.01M
est: 390.42M (-5.2%)
|
495.73M
est: 479.42M (+3.4%)
|
468.59M
est: 488.51M (-4.1%)
|
461.06M
est: 523.90M (-12.0%)
|
555.00M
552.93M – 559.14M
+5.9% YoY
|
582.88M
578.75M – 587.02M
+5.0% YoY
|
610.05M
609.26M – 610.83M
+4.7% YoY
|
619.11M
614.53M – 624.00M
+1.5% YoY
|
638.47M
633.75M – 643.51M
+3.1% YoY
|
| Net Income |
65.22M
est: 65.22M (+0.0%)
|
85.77M
est: 78.78M (+8.9%)
|
106.76M
est: 100.26M (+6.5%)
|
112.66M
est: 115.55M (-2.5%)
|
109.53M
est: 105.63M (+3.7%)
|
108.76M
est: 98.87M (+10.0%)
|
122.13M
est: 109.50M (+11.5%)
|
62.09M
est: 43.52M (+42.7%)
|
64.64M
est: 39.75M (+62.6%)
|
137.73M
est: 131.24M (+4.9%)
|
164.67M
est: 167.37M (-1.6%)
|
168.59M
est: 165.21M (+2.0%)
|
222.93M
est: 193.00M (+15.5%)
|
288.60M
est: 281.68M (+2.5%)
|
318.47M
est: 302.58M (+5.3%)
|
347.59M
est: 341.25M (+1.9%)
|
406.79M
est: 398.36M (+2.1%)
|
437.88M
est: 442.41M (-1.0%)
|
424.68M
est: 405.85M (+4.6%)
|
347.56M
est: 297.83M (+16.7%)
|
360.80M
est: 387.87M (-7.0%)
|
318.76M
est: 343.16M (-7.1%)
|
428.40M
est: 394.60M (+8.6%)
|
404.49M
est: 411.13M (-1.6%)
|
384.84M
est: 394.88M (-2.5%)
|
435.78M
425.74M – 445.81M
+10.4% YoY
|
490.49M
475.90M – 505.08M
+12.6% YoY
|
559.35M
524.63M – 594.06M
+14.0% YoY
|
575.09M
569.56M – 580.99M
+2.8% YoY
|
632.16M
626.08M – 638.64M
+9.9% YoY
|
| SGA |
19.26M
est: 19.26M (+0.0%)
|
21.47M
est: 19.74M (+8.8%)
|
23.31M
est: 21.86M (+6.6%)
|
26.85M
est: 27.53M (-2.5%)
|
27.29M
est: 26.46M (+3.1%)
|
30.88M
est: 28.17M (+9.6%)
|
35.28M
est: 31.64M (+11.5%)
|
42.43M
est: 68.47M (-38.0%)
|
35.81M
est: 36.65M (-2.3%)
|
40.62M
est: 38.69M (+5.0%)
|
48.58M
est: 49.43M (-1.7%)
|
48.36M
est: 47.38M (+2.1%)
|
49.50M
est: 42.89M (+15.4%)
|
55.88M
est: 54.63M (+2.3%)
|
56.62M
est: 53.95M (+4.9%)
|
62.47M
est: 61.41M (+1.7%)
|
71.44M
est: 70.08M (+1.9%)
|
75.21M
est: 76.08M (-1.2%)
|
85.08M
est: 81.28M (+4.7%)
|
89.95M
est: 95.12M (-5.4%)
|
92.16M
est: 99.01M (-6.9%)
|
106.50M
est: 110.81M (-3.9%)
|
112.54M
est: 130.46M (-13.7%)
|
121.02M
est: 132.94M (-9.0%)
|
177.87M
est: 142.57M (+24.8%)
|
151.03M
150.46M – 152.16M
+5.9% YoY
|
158.61M
157.49M – 159.74M
+5.0% YoY
|
166.01M
165.79M – 166.22M
+4.7% YoY
|
168.47M
167.23M – 169.80M
+1.5% YoY
|
173.74M
172.46M – 175.11M
+3.1% YoY
|
| EPS |
0.22
est: 0.22 (+0.0%)
|
0.28
est: 0.24 (+16.7%)
|
0.35
est: 0.31 (+12.9%)
|
0.37
est: 0.38 (-2.6%)
|
0.35
est: 0.34 (+2.9%)
|
0.37
est: 0.32 (+15.6%)
|
0.43
est: 0.36 (+19.4%)
|
0.22
est: 0.38 (-42.1%)
|
0.24
est: 0.14 (+71.4%)
|
0.50
est: 0.45 (+11.1%)
|
0.58
est: 0.59 (-1.7%)
|
0.59
est: 0.57 (+3.5%)
|
0.78
est: 0.59 (+32.2%)
|
0.99
est: 0.95 (+4.2%)
|
1.09
est: 1.05 (+3.8%)
|
1.21
est: 1.21 (-0.3%)
|
1.42
est: 1.27 (+11.5%)
|
1.64
est: 1.65 (-0.7%)
|
1.67
est: 1.64 (+1.6%)
|
1.41
est: 1.36 (+3.3%)
|
1.51
est: 1.49 (+1.2%)
|
1.36
est: 1.38 (-1.2%)
|
1.84
est: 1.80 (+2.4%)
|
1.77
est: 1.86 (-5.0%)
|
1.74
est: 1.79 (-3.1%)
|
1.99
1.94 – 2.03
+10.9% YoY
|
2.22
2.17 – 2.30
+11.5% YoY
|
2.52
2.39 – 2.71
+13.4% YoY
|
2.62
2.59 – 2.65
+4.1% YoY
|
2.88
2.85 – 2.91
+9.9% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-14 | JP Morgan | Neutral | Neutral | Maintain |
| 2026-04-27 | Baird | Neutral | Neutral | Maintain |
| 2026-04-23 | JP Morgan | Neutral | Neutral | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | A | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-27 | A+ | 4/5 | 5/5 | 4/5 | 5/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-26 | A | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-22 | A+ | 4/5 | 5/5 | 4/5 | 5/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-21 | A+ | 5/5 | 5/5 | 5/5 | 5/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-20 | A+ | 5/5 | 5/5 | 5/5 | 5/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-19 | A+ | 5/5 | 5/5 | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 |
| 2026-05-18 | A+ | 5/5 | 5/5 | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 |
| 2026-05-15 | A+ | 5/5 | 5/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-14 | A+ | 5/5 | 5/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-13 | A+ | 5/5 | 5/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-12 | A+ | 5/5 | 5/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-11 | A+ | 4/5 | 5/5 | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-08 | A | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-07 | A | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-06 | A | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-05 | A | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-04 | A | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-01 | A | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-30 | A | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-29 | A- | 4/5 | 5/5 | 1/5 | 4/5 | 1/5 | 4/5 | 5/5 |
| 2026-04-28 | A- | 4/5 | 5/5 | 1/5 | 4/5 | 1/5 | 4/5 | 5/5 |
| 2026-04-27 | A- | 4/5 | 5/5 | 1/5 | 4/5 | 1/5 | 4/5 | 5/5 |
| 2026-04-24 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | A | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-22 | A | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-21 | A | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-20 | A | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-17 | A | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-16 | A | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
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 | 23.94M | 10.12% | — | 153.6K | 23.45M | 493.6K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 2 | (1) BlackRock, Inc. | 20.80M | 8.80% | 19.50M | — | 20.80M | — | HC | Delaware | 2022-02-01 | ↗ |
| 3 | Wellington Group Holdings LLP | 16.98M | 7.38% | — | 14.61M | — | — | HC | Massachusetts | 2024-11-08 | ↗ |
| 4 | Wellington Investment Advisors Holdings LLP | 16.98M | 7.38% | — | 14.61M | — | — | HC | Massachusetts | 2024-11-08 | ↗ |
| 5 | Wellington Management Group LLP | 16.98M | 7.38% | — | 14.61M | — | — | HC | Massachusetts | 2024-11-08 | ↗ |
| 6 | FMR Corp. | 15.28M | 10.71% | 467.0K | — | 15.28M | — | HC | Delaware | 2007-07-10 | ↗ |
| 7 | Wellington Management Company LLP | 15.06M | 6.54% | — | 14.11M | — | — | IA | Massachusetts | 2024-11-08 | ↗ |
| 8 | Wells Fargo & Company | 13.18M | 9.43% | 8.57M | 13.6K | 12.80M | — | HC | Delaware | 2009-01-22 | ↗ |
| 9 | Metropolitan West Capital Management, LLC. | 10.23M | 7.32% | 5.88M | — | 10.23M | — | IA | California | 2009-01-22 | ↗ |
| 10 | Abigail P. Johnson | 10.21M | 6.97% | — | — | 10.21M | — | IN | United States of America | 2015-02-13 | ↗ |
| 11 | Edward C. Johnson 3d | 10.21M | 6.97% | — | — | 10.21M | — | IN | United States of America | 2015-02-13 | ↗ |
| 12 | BlackRock for purposes of Schedule 13G filings. | 7.10M | 5.15% | 7.10M | — | 7.10M | — | HC | Delaware | 2010-01-29 | ↗ |
| 13 | Wells Fargo and Company | 6.35M | 4.54% | 4.10M | 9.5K | 6.15M | — | HC | Delaware | 2010-09-13 | ↗ |
| 14 | Eaton Vance Management 04-3101341 | 5.84M | 11.00% | — | 5.84M | 5.84M | — | IA | United States of America | 2013-01-29 | ↗ |
| 15 | Gentex Corporation | 1.74M | 8.55% | 1.74M | — | 1.74M | 10.00 | CO | Michigan | 2023-10-11 | ↗ |
| 16 | 52-0556948 | 542.7K | 0.30% | 353.1K | — | 542.7K | — | IA | MARYLAND | 2007-02-13 | ↗ |
| 17 | Adage Capital Advisors, L.L.C. | 415.4K | 0.30% | — | 415.4K | — | — | OO | Delaware | 2011-02-14 | ↗ |
| 18 | Adage Capital Partners GP, L.L.C. | 415.4K | 0.30% | — | 415.4K | — | — | OO | Delaware | 2011-02-14 | ↗ |
| 19 | Adage Capital Partners, L.P | 415.4K | 0.30% | — | 415.4K | — | — | PN | Delaware | 2011-02-14 | ↗ |
| 20 | Phillip Gross | 415.4K | 0.30% | — | 415.4K | — | — | IN | United States | 2011-02-14 | ↗ |
| 21 | Robert Atchinson | 415.4K | 0.30% | — | 415.4K | — | — | IN | United States | 2011-02-14 | ↗ |
| 22 | Bank of America Corporation | 4.0K | 95.40% | 9.50M | — | 9.50M | — | HC | United States of America | 2013-01-09 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 262.7K +262.7K (+100.0%) | 6.11B +6.1B (+100.0%) | 0.12% +0.120 pp | 3.36% +3.363 pp | USD23.27 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 21.56M -165.7K (-0.8%) | 501.68M -113.1M (-18.4%) | 9.82% +0.205 pp | 0.01% -0.002 pp | USD17.30 +34.5% | 84 qtrs — |
| 3 | BLACKROCK, INC. | 20.51M -92.3K (-0.4%) | 477.36M -105.8M (-18.1%) | 9.35% +0.224 pp | 0.01% -0.002 pp | USD29.56 -21.3% | 6 qtrs — |
| 4 | AMERICAN CENTURY COMPANIES INC | 9.83M +3.1M (+45.9%) | 228.84M +38.0M (+19.9%) | 4.48% +1.496 pp | 0.12% +0.018 pp | USD24.06 -3.3% | 28 qtrs — |
| 5 | ARIEL INVESTMENTS, LLC | 7.89M +671.8K (+9.3%) | 183.60M -20.7M (-10.1%) | 3.59% +0.399 pp | 1.98% -0.202 pp | USD29.28 -20.5% | 18 qtrs — |
| 6 | BANK OF MONTREAL /CAN/ | 7.73M +7.7M (+14,398.7%) | 179.79M +178.3M (+11,821.7%) | 3.52% +3.496 pp | 0.06% +0.062 pp | USD23.32 -0.2% | 51 qtrs — |
| 7 | STATE STREET CORP | 7.07M -365.9K (-4.9%) | 164.61M -45.9M (-21.8%) | 3.22% -0.071 pp | 0.01% -0.002 pp | USD17.37 +34.0% | 51 qtrs — |
| 8 | DIMENSIONAL FUND ADVISORS LP | 6.63M +1.3M (+25.6%) | 154.27M +4.8M (+3.2%) | 3.02% +0.683 pp | 0.03% +0.000 pp | USD21.82 +6.6% | 51 qtrs — |
| 9 | FULLER & THALER ASSET MANAGEMENT, INC. | 6.55M -30.9K (-0.5%) | 152.43M -33.8M (-18.2%) | 2.98% +0.071 pp | 0.51% -0.118 pp | USD23.17 +0.4% | 13 qtrs — |
| 10 | BOSTON PARTNERS | 5.81M -106.7K (-1.8%) | 135.11M -32.2M (-19.2%) | 2.65% +0.028 pp | 0.14% -0.032 pp | USD26.36 -11.7% | 28 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 5.68M -33.1K (-0.6%) | 132.27M -29.5M (-18.2%) | 2.59% +0.059 pp | 0.01% -0.002 pp | USD21.75 +7.0% | 78 qtrs — |
| 12 | DISCIPLINED GROWTH INVESTORS INC /MN | 4.80M +66.6K (+1.4%) | 111.77M -22.3M (-16.6%) | 2.19% +0.091 pp | 2.14% -0.289 pp | USD20.42 +14.0% | 62 qtrs — |
| 13 | JPMORGAN CHASE & CO | 4.80M -1.9M (-28.7%) | 111.62M -78.7M (-41.4%) | 2.19% -0.792 pp | 0.01% -0.004 pp | USD27.32 -14.8% | 51 qtrs — |
| 14 | MORGAN STANLEY | 3.30M -374.2K (-10.2%) | 76.71M -27.2M (-26.2%) | 1.50% -0.123 pp | 0.00% -0.002 pp | USD27.81 -16.3% | 51 qtrs — |
| 15 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 3.14M +2.4M (+297.0%) | 73.18M +50.8M (+226.4%) | 1.43% +1.082 pp | 0.12% +0.084 pp | USD24.54 -5.2% | 2 qtrs — |
| 16 | UBS ASSET MANAGEMENT AMERICAS INC | 2.68M -474.0K (-15.0%) | 62.38M -26.9M (-30.1%) | 1.22% -0.175 pp | 0.01% -0.006 pp | USD26.79 -13.1% | 76 qtrs — |
| 17 | TD ASSET MANAGEMENT INC | 2.59M -1.6M (-38.1%) | 60.21M -58.2M (-49.1%) | 1.18% -0.673 pp | 0.05% -0.048 pp | USD32.45 -28.3% | 32 qtrs — |
| 18 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.46M +1.3M (+118.1%) | 57.25M +25.3M (+79.3%) | 1.12% +0.621 pp | 0.03% +0.013 pp | USD25.58 -9.0% | 2 qtrs — |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.37M +6.2K (+0.3%) | 55.26M -11.8M (-17.6%) | 1.08% +0.033 pp | 0.01% -0.002 pp | USD24.49 -5.0% | 100 qtrs — |
| 20 | WELLINGTON MANAGEMENT GROUP LLP | 2.30M -12.5M (-84.5%) | 53.53M -366.1M (-87.2%) | 1.05% -5.516 pp | 0.01% -0.064 pp | USD32.77 -29.0% | 35 qtrs — |
| 21 | NORGES BANK | 2.27M +2.3M (+100.0%) | 52.77M +52.8M (+100.0%) | 1.03% +1.033 pp | 0.01% +0.006 pp | USD23.27 +0.0% | 1 qtrs NEW |
| 22 | BANK OF NEW YORK MELLON CORP | 2.20M -109.5K (-4.7%) | 51.13M -14.2M (-21.7%) | 1.00% -0.020 pp | 0.01% -0.004 pp | USD18.08 +28.7% | 66 qtrs — |
| 23 | NORTHERN TRUST CORP | 2.16M -18.6K (-0.9%) | 50.35M -11.4M (-18.5%) | 0.99% +0.020 pp | 0.01% -0.002 pp | USD22.37 +4.0% | 51 qtrs — |
| 24 | WEST MICHIGAN ADVISORS, LLC | 1.79M +144.0 (+0.0%) | 41.72M -9.0M (-17.8%) | 0.82% +0.023 pp | 9.58% -2.618 pp | USD31.41 -25.9% | 17 qtrs — |
| 25 | COVALIS CAPITAL LLP | 1.73M +1.1M (+163.4%) | 40.37M +21.7M (+116.6%) | 0.79% +0.499 pp | 2.83% +0.663 pp | USD25.18 -7.6% | 2 qtrs — |
| 26 | RENAISSANCE TECHNOLOGIES LLC | 1.73M +768.3K (+80.1%) | 40.20M +13.1M (+48.1%) | 0.79% +0.362 pp | 0.06% +0.027 pp | USD24.33 -4.4% | 38 qtrs — |
| 27 | MILLENNIUM MANAGEMENT LLC | 1.69M -46.9K (-2.7%) | 39.43M -9.9M (-20.0%) | 0.77% +0.001 pp | 0.02% -0.005 pp | USD27.71 -16.0% | 53 qtrs — |
| 28 | GOLDMAN SACHS GROUP INC | 1.64M -70.8K (-4.1%) | 38.19M -10.3M (-21.2%) | 0.75% -0.010 pp | 0.00% -0.001 pp | USD29.79 -21.9% | 73 qtrs — |
| 29 | UBS GROUP AG | 1.62M -1.5M (-47.4%) | 37.77M -49.5M (-56.7%) | 0.74% -0.626 pp | 0.01% -0.008 pp | USD24.76 -6.0% | 45 qtrs — |
| 30 | CITADEL ADVISORS LLC | 1.60M +743.8K (+86.4%) | 37.33M +13.0M (+53.3%) | 0.73% +0.350 pp | 0.01% +0.002 pp | USD25.18 -7.6% | 52 qtrs — |
| 31 | QUBE RESEARCH & TECHNOLOGIES LTD | 1.58M +891.2K (+129.1%) | 36.80M +17.3M (+88.4%) | 0.72% +0.415 pp | 0.04% +0.017 pp | USD23.50 -1.0% | 23 qtrs — |
| 32 | EPOCH INVESTMENT PARTNERS, INC. | 1.48M -2.2M (-59.2%) | 34.47M -68.4M (-66.5%) | 0.67% -0.934 pp | 0.20% -0.369 pp | USD31.51 -26.2% | 32 qtrs — |
| 33 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1.40M +763.4K (+119.8%) | 32.59M +14.6M (+80.8%) | 0.64% +0.356 pp | 0.11% +0.054 pp | USD24.35 -4.4% | 6 qtrs — |
| 34 | BRIDGEWATER ASSOCIATES, LP | 1.30M +346.6K (+36.4%) | 30.23M +3.3M (+12.1%) | 0.59% +0.170 pp | 0.11% +0.005 pp | USD23.82 -2.3% | 26 qtrs — |
| 35 | AMERIPRISE FINANCIAL INC | 1.18M -93.1K (-7.3%) | 27.45M -8.6M (-23.8%) | 0.54% -0.026 pp | 0.01% -0.002 pp | USD28.83 -19.3% | 55 qtrs — |
| 36 | LOS ANGELES CAPITAL MANAGEMENT LLC | 1.12M -451.5K (-28.6%) | 26.50M -18.1M (-40.6%) | 0.51% -0.185 pp | 0.09% -0.061 pp | USD27.73 -16.1% | 3 qtrs — |
| 37 | BANK OF AMERICA CORP /DE/ | 1.05M -360.8K (-25.5%) | 24.47M -15.5M (-38.8%) | 0.48% -0.146 pp | 0.00% -0.001 pp | USD24.73 -5.9% | 52 qtrs — |
| 38 | JANNEY MONTGOMERY SCOTT LLC | 979.0K -151.6K (-13.4%) | 22.78M -9.2M (-28.8%) | 0.45% -0.055 pp | 0.05% -0.024 pp | USD30.21 -23.0% | 44 qtrs — |
| 39 | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 838.3K -51.3K (-5.8%) | 19.51M -5.7M (-22.5%) | 0.38% -0.012 pp | 2.19% -0.701 pp | USD27.02 -13.9% | 6 qtrs — |
| 40 | TRIODOS INVESTMENT MANAGEMENT BV | 801.0K +— (+0.0%) | 18.87M -3.8M (-16.7%) | 0.36% +0.010 pp | 1.36% -0.275 pp | USD28.39 -18.0% | 12 qtrs — |
| 41 | PACER ADVISORS, INC. | 799.2K +770.0K (+2,636.4%) | 18.60M +17.8M (+2,150.0%) | 0.36% +0.351 pp | 0.05% +0.045 pp | USD23.23 +0.2% | 41 qtrs — |
| 42 | RAYMOND JAMES FINANCIAL INC | 795.6K +218.9K (+38.0%) | 18.51M +2.2M (+13.4%) | 0.36% +0.107 pp | 0.01% +0.001 pp | USD26.76 -13.0% | 5 qtrs — |
| 43 | FIRST TRUST ADVISORS LP | 760.5K -166.3K (-17.9%) | 17.70M -8.5M (-32.5%) | 0.35% -0.064 pp | 0.01% -0.007 pp | USD30.34 -23.3% | 50 qtrs — |
| 44 | VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 739.2K -186.6K (-20.2%) | 17.20M -9.0M (-34.3%) | 0.34% -0.073 pp | 0.15% -0.087 pp | USD31.14 -25.3% | 27 qtrs — |
| 45 | QUANTINNO CAPITAL MANAGEMENT LP | 723.9K +302.7K (+71.9%) | 16.85M +4.9M (+41.3%) | 0.33% +0.143 pp | 0.03% +0.001 pp | USD24.88 -6.5% | 17 qtrs — |
| 46 | GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 708.4K -165.7K (-19.0%) | 16.49M -8.3M (-33.4%) | 0.32% -0.064 pp | 1.01% -0.408 pp | USD21.99 +5.8% | 3 qtrs — |
| 47 | SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 695.7K +— (+0.0%) | 16.19M -3.5M (-17.8%) | 0.32% +0.009 pp | 1.77% -0.378 pp | USD19.83 +17.3% | 46 qtrs — |
| 48 | RHUMBLINE ADVISERS | 695.0K -13.6K (-1.9%) | 16.17M -3.9M (-19.3%) | 0.32% +0.003 pp | 0.01% -0.003 pp | USD18.51 +25.7% | 55 qtrs — |
| 49 | ALPS ADVISORS INC | 688.9K -41.5K (-5.7%) | 16.03M -4.6M (-22.4%) | 0.31% -0.010 pp | 0.09% -0.022 pp | USD29.26 -20.5% | 15 qtrs — |
| 50 | LEEWARD INVESTMENTS, LLC - MA | 655.8K -14.9K (-2.2%) | 15.26M -3.7M (-19.6%) | 0.30% +0.002 pp | 0.77% -0.198 pp | USD35.69 -34.8% | 8 qtrs — |
| 51 | SPEECE THORSON CAPITAL GROUP INC | 650.9K -38.7K (-5.6%) | 15.15M -4.4M (-22.4%) | 0.30% -0.009 pp | 3.28% -0.620 pp | USD26.54 -12.3% | 16 qtrs — |
| 52 | RETIREMENT SYSTEMS OF ALABAMA | 647.8K -2.6K (-0.4%) | 15.07M -3.3M (-18.1%) | 0.30% +0.007 pp | 0.05% -0.012 pp | USD26.54 -12.3% | 52 qtrs — |
| 53 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 616.6K -52.8K (-7.9%) | 14.35M -4.6M (-24.3%) | 0.28% -0.015 pp | 0.04% -0.008 pp | USD30.04 -22.5% | 18 qtrs — |
| 54 | FREESTONE GROVE PARTNERS LP | 615.4K +565.8K (+1,142.0%) | 14.32M +12.9M (+921.2%) | 0.28% +0.258 pp | 0.10% +0.093 pp | USD23.26 +0.0% | 5 qtrs — |
| 55 | DEKABANK DEUTSCHE GIROZENTRALE | 375.3K +— (+0.0%) | 14.18M +3.6M (+34.0%) | 0.17% +0.005 pp | 0.02% +0.007 pp | USD30.75 -24.3% | 34 qtrs — |
| 56 | AMERICAN CAPITAL MANAGEMENT INC | 579.9K -17.1K (-2.9%) | 13.49M -3.4M (-20.1%) | 0.26% 0.000 pp | 0.60% -0.078 pp | USD22.42 +3.8% | 54 qtrs — |
| 57 | MAN GROUP PLC | 563.4K +168.8K (+42.8%) | 13.11M +1.9M (+17.4%) | 0.26% +0.082 pp | 0.02% +0.003 pp | USD26.79 -13.1% | 2 qtrs — |
| 58 | TREXQUANT INVESTMENT LP | 541.8K +155.7K (+40.3%) | 12.61M +1.7M (+15.4%) | 0.25% +0.076 pp | 0.11% 0.000 pp | USD25.08 -7.2% | 3 qtrs — |
| 59 | GOTHAM ASSET MANAGEMENT, LLC | 524.3K -837.0K (-61.5%) | 12.20M -26.3M (-68.3%) | 0.24% -0.364 pp | 0.04% -0.123 pp | USD23.58 -1.3% | 20 qtrs — |
| 60 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 488.6K +186.7K (+61.8%) | 11.37M +2.8M (+33.1%) | 0.22% +0.089 pp | 0.03% +0.003 pp | USD26.38 -11.8% | 12 qtrs — |
| 61 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 479.0K +17.7K (+3.8%) | 11.15M -1.9M (-14.6%) | 0.22% +0.014 pp | 0.03% -0.007 pp | USD23.18 +0.4% | 4 qtrs — |
| 62 | TWO SIGMA INVESTMENTS, LP | 477.9K +477.9K (+100.0%) | 11.12M +11.1M (+100.0%) | 0.22% +0.218 pp | 0.02% +0.016 pp | USD23.27 +0.0% | 1 qtrs NEW |
| 63 | INVESCO LTD. | 471.4K +71.1K (+17.8%) | 10.97M -358.6K (-3.2%) | 0.21% +0.038 pp | 0.00% 0.000 pp | USD28.15 -17.3% | 57 qtrs — |
| 64 | PRINCIPAL FINANCIAL GROUP INC | 471.1K -16.6K (-3.4%) | 10.96M -2.8M (-20.6%) | 0.21% -0.001 pp | 0.01% -0.001 pp | USD19.60 +18.7% | 81 qtrs — |
| 65 | HENDERSHOT INVESTMENTS INC. | 442.7K -43.5K (-9.0%) | 10.30M -3.5M (-25.1%) | 0.20% -0.014 pp | 1.31% -0.419 pp | USD27.17 -14.4% | 41 qtrs — |
| 66 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 441.7K +33.3K (+8.2%) | 10.28M -1.3M (-11.1%) | 0.20% +0.020 pp | 0.01% -0.001 pp | USD21.86 +6.5% | 58 qtrs — |
| 67 | SWISS NATIONAL BANK | 432.8K -3.1K (-0.7%) | 10.07M -2.3M (-18.4%) | 0.20% +0.004 pp | 0.01% -0.001 pp | USD17.45 +33.4% | 51 qtrs — |
| 68 | WELL DONE, LLC | 405.6K -2.9K (-0.7%) | 9.44M -2.1M (-18.4%) | 0.18% +0.004 pp | 1.41% -0.558 pp | USD18.60 +25.1% | 41 qtrs — |
| 69 | CIDEL ASSET MANAGEMENT INC | 401.2K -49.6K (-11.0%) | 9.34M -3.4M (-26.8%) | 0.18% -0.017 pp | 0.66% -0.072 pp | USD27.68 -15.9% | 5 qtrs — |
| 70 | RICE HALL JAMES & ASSOCIATES, LLC | 395.9K -16.1K (-3.9%) | 9.21M -2.4M (-21.0%) | 0.18% -0.002 pp | 0.51% -0.129 pp | USD29.33 -20.7% | 6 qtrs — |
| 71 | NITORUM CAPITAL, L.P. | 394.9K -69.9K (-15.0%) | 9.19M -4.0M (-30.1%) | 0.18% -0.026 pp | 2.03% -0.279 pp | USD22.00 +5.8% | 35 qtrs — |
| 72 | NUVEEN, LLC | 392.6K -16.3K (-4.0%) | 9.14M -2.4M (-21.0%) | 0.18% -0.002 pp | 0.00% -0.001 pp | USD23.30 -0.1% | 4 qtrs — |
| 73 | BARCLAYS PLC | 392.3K +284.4K (+263.5%) | 9.13M +5.9M (+184.9%) | 0.18% +0.131 pp | 0.00% +0.001 pp | USD25.10 -7.3% | 51 qtrs — |
| 74 | JANE STREET GROUP, LLC | 384.7K +206.0K (+115.3%) | 8.95M +3.9M (+77.0%) | 0.18% +0.096 pp | 0.00% +0.001 pp | USD24.36 -4.5% | 24 qtrs — |
| 75 | THOMPSON SIEGEL & WALMSLEY LLC | 377.5K +137.2K (+57.1%) | 8.78M +2.0M (+29.2%) | 0.17% +0.066 pp | 0.15% +0.038 pp | USD23.16 +0.5% | 4 qtrs — |
| 76 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 374.5K -4.7K (-1.2%) | 8.72M -2.0M (-18.8%) | 0.17% +0.003 pp | 0.21% -0.056 pp | USD23.83 -2.3% | 46 qtrs — |
| 77 | LEGAL & GENERAL GROUP PLC | 364.6K -84.0K (-18.7%) | 8.49M -4.2M (-33.2%) | 0.17% -0.033 pp | 0.00% -0.001 pp | USD17.73 +31.2% | 75 qtrs — |
| 78 | WOODLINE PARTNERS LP | 355.3K -205.4K (-36.6%) | 8.27M -7.6M (-47.9%) | 0.16% -0.086 pp | 0.03% -0.043 pp | USD28.30 -17.8% | 2 qtrs — |
| 79 | ALLIANCEBERNSTEIN L.P. | 352.8K +71.8K (+25.6%) | 8.21M +257.9K (+3.2%) | 0.16% +0.036 pp | 0.00% +0.000 pp | USD25.71 -9.5% | 61 qtrs — |
| 80 | SOUTH DAKOTA INVESTMENT COUNCIL | 345.1K +111.5K (+47.7%) | 8.03M +1.4M (+21.5%) | 0.16% +0.054 pp | 0.15% +0.024 pp | USD26.14 -11.0% | 20 qtrs — |
| 81 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | 324.3K -10.8K (-3.2%) | 7.55M -1.9M (-20.4%) | 0.15% -0.001 pp | 1.28% -0.291 pp | USD15.08 +54.3% | 51 qtrs — |
| 82 | TUDOR INVESTMENT CORP ET AL | 323.4K +323.4K (+100.0%) | 7.53M +7.5M (+100.0%) | 0.15% +0.147 pp | 0.01% +0.014 pp | USD23.27 +0.0% | 6 qtrs — |
| 83 | LEITH WHEELER INVESTMENT COUNSEL LTD. | 301.2K +17.6K (+6.2%) | 7.01M -1.0M (-12.7%) | 0.14% +0.012 pp | 0.53% -0.017 pp | USD30.20 -22.9% | 18 qtrs — |
| 84 | VAN ECK ASSOCIATES CORP | 289.0K +5.4K (+1.9%) | 6.73M -1.3M (-16.2%) | 0.13% +0.006 pp | 0.01% -0.002 pp | USD29.31 -20.6% | 20 qtrs — |
| 85 | QUANTBOT TECHNOLOGIES LP | 288.1K +120.2K (+71.6%) | 6.70M +2.0M (+41.1%) | 0.13% +0.057 pp | 0.22% +0.094 pp | USD23.83 -2.3% | 6 qtrs — |
| 86 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 271.1K +122.6K (+82.5%) | 6.31M +2.1M (+50.1%) | 0.12% +0.058 pp | 0.02% +0.006 pp | USD23.28 0.0% | 4 qtrs — |
| 87 | SEIZERT CAPITAL PARTNERS, LLC | 267.9K +267.9K (+100.0%) | 6.23M +6.2M (+100.0%) | 0.12% +0.122 pp | 0.26% +0.263 pp | USD23.27 +0.0% | 1 qtrs NEW |
| 88 | EMPOWERED FUNDS, LLC | 266.9K +253.3K (+1,871.6%) | 6.21M +5.8M (+1,521.2%) | 0.12% +0.116 pp | 0.05% +0.045 pp | USD23.41 -0.6% | 8 qtrs — |
| 89 | XXEC, INC. | 263.9K -36.4K (-12.1%) | 6.14M -2.4M (-27.7%) | 0.12% -0.013 pp | 6.14% -1.029 pp | USD29.19 -20.3% | 8 qtrs — |
| 90 | TEACHER RETIREMENT SYSTEM OF TEXAS | 259.3K +57.5K (+28.5%) | 6.03M +322.9K (+5.7%) | 0.12% +0.029 pp | 0.02% -0.002 pp | USD28.03 -17.0% | 23 qtrs — |
| 91 | SNOWDEN CAPITAL ADVISORS LLC | 259.1K -8.6K (-3.2%) | 6.03M -1.5M (-20.4%) | 0.12% 0.000 pp | 0.16% -0.051 pp | USD29.21 -20.3% | 7 qtrs — |
| 92 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 250.6K +40.4K (+19.2%) | 5.83M -117.0K (-2.0%) | 0.11% +0.021 pp | 0.01% 0.000 pp | USD15.29 +52.2% | 51 qtrs — |
| 93 | CAMBIAR INVESTORS LLC | 246.0K -32.9K (-11.8%) | 5.72M -2.2M (-27.5%) | 0.11% -0.011 pp | 0.26% -0.103 pp | USD24.97 -6.8% | 15 qtrs — |
| 94 | CREATIVE PLANNING | 244.5K +58.1K (+31.1%) | 5.69M +412.9K (+7.8%) | 0.11% +0.029 pp | 0.00% +0.000 pp | USD26.42 -11.9% | 50 qtrs — |
| 95 | GOELZER INVESTMENT MANAGEMENT, INC. | 241.4K -17.6K (-6.8%) | 5.62M -1.7M (-23.4%) | 0.11% -0.005 pp | 0.26% -0.128 pp | USD20.78 +12.0% | 45 qtrs — |
| 96 | SQUAREPOINT OPS LLC | 239.7K +57.8K (+31.8%) | 5.58M +430.3K (+8.4%) | 0.11% +0.029 pp | 0.01% +0.001 pp | USD23.17 +0.4% | 6 qtrs — |
| 97 | GAMCO INVESTORS, INC. ET AL | 239.0K +13.5K (+6.0%) | 5.56M -820.1K (-12.9%) | 0.11% +0.009 pp | 0.05% -0.009 pp | USD14.33 +62.4% | 58 qtrs — |
| 98 | BANK OF NOVA SCOTIA | 236.9K +118.7K (+100.4%) | 5.51M +2.2M (+64.8%) | 0.11% +0.056 pp | 0.01% +0.002 pp | USD25.31 -8.1% | 3 qtrs — |
| 99 | CHEVY CHASE TRUST HOLDINGS, LLC | 233.6K -6.7K (-2.8%) | 5.44M -1.4M (-20.1%) | 0.11% +0.000 pp | 0.01% -0.004 pp | USD29.71 -21.7% | 18 qtrs — |
| 100 | AQR CAPITAL MANAGEMENT LLC | 232.4K +59.0K (+34.0%) | 5.41M +500.4K (+10.2%) | 0.11% +0.029 pp | 0.00% 0.000 pp | USD25.06 -7.1% | 63 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Alger Russell Innovation ETF INVN | 2.09% | 313.9K | 0.55% |
| 2 | MarketDesk Focused U.S. Dividend ETF FDIV | 1.90% | 1.34M | 0.35% |
| 3 | iShares Self-Driving EV and Tech ETF IDRV | 1.90% | 2.46M | 0.48% |
| 4 | ALPS O'Shares U.S. Small-Cap Quality Dividend ETF OUSM | 1.82% | 15.93M | 0.48% |
| 5 | First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT | 1.50% | 11.02M | 0.65% |
| 6 | Schwab Ariel ESG ETF SAEF | 1.49% | 378.3K | 0.59% |
| 7 | First Trust Consumer Discretionary AlphaDEX Fund FXD | 1.45% | 3.85M | 0.60% |
| 8 | Euclidean Fundamental Value ETF ECML | 1.45% | 1.98M | 0.95% |
| 9 | VanEck Morningstar SMID Moat ETF SMOT | 1.33% | 4.44M | 0.49% |
| 10 | SRH U.S. Quality GARP ETF SRHQ | 1.25% | 2.13M | 0.35% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-21 | Zang Ling | Director | A-Award | A | Common Stock | 5,626 | 0.00 | — | 35,599 | D | ↗ |
| 2026-05-21 | WALKER BRIAN C | Director | A-Award | A | Common Stock | 5,626 | 0.00 | — | 29,831 | D | ↗ |
| 2026-05-21 | Starkoff Kathleen | Director | A-Award | A | Common Stock | 5,626 | 0.00 | — | 36,770 | D | ↗ |
| 2026-05-21 | Schaum Richard O | Director | A-Award | A | Common Stock | 5,626 | 0.00 | — | 87,069 | D | ↗ |
| 2026-05-21 | Pink Billy | Director | A-Award | A | Common Stock | 5,626 | 0.00 | — | 15,329 | D | ↗ |
| 2026-05-21 | KENNEDY JOHN C | Director | A-Award | A | Common Stock | 5,626 | 0.00 | — | 5,626 | D | ↗ |
| 2026-05-21 | DEUR GARTH | Director | A-Award | A | Common Stock | 5,626 | 0.00 | — | 20,045 | D | ↗ |
| 2026-05-21 | BROWN LESLIE L | Director | A-Award | A | Common Stock | 5,626 | 0.00 | — | 41,988 | D | ↗ |
| 2026-05-15 | WALKER BRIAN C | Director | S-Sale | D | Common Stock | 5,939 | 22.98 | 136.4K | 24,205 | D | ↗ |
| 2026-05-15 | ANDERSON JOSEPH B JR | Director | S-Sale | D | Common Stock | 5,939 | 22.98 | 136.4K | 0 | D | ↗ |
| 2026-05-05 | BROWN LESLIE L | Director | M-Exempt | A | Common Stock | 7,000 | 18.70 | 130.9K | 47,144 | D | ↗ |
| 2026-04-30 | Schaum Richard O | Director | S-Sale | D | Common Stock | 4,815 | 23.31 | 112.2K | 81,443 | D | ↗ |
| 2026-02-19 | Ryan Scott P | Officer | A-Award | A | Common Stock | 11,000 | 0.00 | — | 55,279 | D | ↗ |
| 2026-02-19 | Nash Kevin C | Officer | A-Award | A | Common Stock | 13,880 | 0.00 | — | 73,310 | D | ↗ |
| 2026-02-19 | Downing Steven R | Officer | A-Award | A | Common Stock | 43,492 | 0.00 | — | 255,162 | D | ↗ |
| 2026-02-19 | Chiodo Matthew | Officer | A-Award | A | Common Stock | 12,047 | 0.00 | — | 47,148 | D | ↗ |
| 2026-02-19 | Boehm Neil | Officer | A-Award | A | Common Stock | 14,953 | 0.00 | — | 73,904 | D | ↗ |
| 2026-02-17 | Ryan Scott P | Officer | F-InKind | D | Common Stock | 11,492 | 24.89 | 286.0K | 56,210 | D | ↗ |
| 2026-02-17 | Nash Kevin C | Officer | S-Sale | D | Common Stock | 6,317 | 24.98 | 157.8K | 64,998 | D | ↗ |
| 2026-02-17 | Downing Steven R | Officer | S-Sale | D | Common Stock | 35,000 | 24.75 | 866.1K | 211,670 | D | ↗ |
| 2026-02-17 | Chiodo Matthew | Officer | S-Sale | D | Common Stock | 4,122 | 25.03 | 103.2K | 35,101 | D | ↗ |
| 2026-02-17 | Boehm Neil | Officer | A-Award | A | Common Stock | 31,993 | 0.00 | — | 87,967 | D | ↗ |
| 2025-08-26 | Nash Kevin C | Officer | G-Gift | D | Common Stock | 865 | 28.28 | 24.5K | 54,304 | D | ↗ |
| 2025-05-16 | ANDERSON JOSEPH B JR | Director | S-Sale | D | Common Stock | 3,764 | 22.87 | 86.1K | 5,939 | D | ↗ |
| 2025-05-15 | Zang Ling | Director | A-Award | A | Common Stock | 5,939 | 0.00 | — | 29,973 | D | ↗ |
| 2025-05-15 | WALKER BRIAN C | Director | A-Award | A | Common Stock | 5,939 | 0.00 | — | 30,144 | D | ↗ |
| 2025-05-15 | Starkoff Kathleen | Director | A-Award | A | Common Stock | 5,939 | 0.00 | — | 31,144 | D | ↗ |
| 2025-05-15 | Schaum Richard O | Director | A-Award | A | Common Stock | 5,939 | 0.00 | — | 79,258 | D | ↗ |
| 2025-05-15 | Pink Billy | Director | A-Award | A | Common Stock | 5,939 | 0.00 | — | 9,703 | D | ↗ |
| 2025-05-15 | DEUR GARTH | Director | A-Award | A | Common Stock | 5,939 | 0.00 | — | 14,419 | D | ↗ |
| 2025-05-15 | BROWN LESLIE L | Director | A-Award | A | Common Stock | 5,939 | 0.00 | — | 33,144 | D | ↗ |
| 2025-05-15 | ANDERSON JOSEPH B JR | Director | A-Award | A | Common Stock | 5,939 | 0.00 | — | 9,703 | D | ↗ |
| 2025-05-01 | Schaum Richard O | Director | M-Exempt | A | Common Stock | 7,000 | 17.46 | 122.2K | 73,319 | D | ↗ |
| 2025-02-20 | Ryan Scott P | Officer | A-Award | A | Common Stock | 8,370 | 0.00 | — | 40,852 | D | ↗ |
| 2025-02-20 | Nash Kevin C | Officer | A-Award | A | Common Stock | 11,836 | 0.00 | — | 54,101 | D | ↗ |
| 2025-02-20 | Downing Steven R | Officer | A-Award | A | Common Stock | 37,725 | 0.00 | — | 189,623 | D | ↗ |
| 2025-02-20 | Chiodo Matthew | Officer | A-Award | A | Common Stock | 9,130 | 0.00 | — | 41,342 | D | ↗ |
| 2025-02-20 | Boehm Neil | Officer | A-Award | A | Common Stock | 12,263 | 0.00 | — | 55,595 | D | ↗ |
| 2025-02-18 | Ryan Scott P | Officer | F-InKind | D | Common Stock | 2,573 | 24.62 | 63.4K | 32,482 | D | ↗ |
| 2025-02-18 | Nash Kevin C | Officer | F-InKind | D | Common Stock | 8,386 | 24.62 | 206.5K | 42,265 | D | ↗ |
| 2025-02-18 | Downing Steven R | Officer | F-InKind | D | Common Stock | 51,878 | 24.62 | 1.28M | 164,823 | D | ↗ |
| 2025-02-18 | Chiodo Matthew | Officer | F-InKind | D | Common Stock | 6,138 | 24.62 | 151.1K | 32,212 | D | ↗ |
| 2025-02-18 | Boehm Neil | Officer | F-InKind | D | Common Stock | 6,276 | 24.62 | 154.5K | 46,591 | D | ↗ |
| 2024-05-20 | GOODE GARY F | Director | S-Sale | D | Common Stock | 4,716 | 34.46 | 162.5K | 24,464 | — | ↗ |
| 2024-05-20 | ANDERSON JOSEPH B JR | Director | S-Sale | D | Common Stock | 4,716 | 34.46 | 162.5K | 3,764 | — | ↗ |
| 2024-05-16 | Zang Ling | Director | A-Award | A | Common Stock | 3,764 | 0.00 | — | 24,034 | — | ↗ |
| 2024-05-16 | WALKER BRIAN C | Director | A-Award | A | Common Stock | 3,764 | 0.00 | — | 24,205 | — | ↗ |
| 2024-05-16 | Starkoff Kathleen | Director | A-Award | A | Common Stock | 3,764 | 0.00 | — | 25,205 | — | ↗ |
| 2024-05-16 | Schaum Richard O | Director | A-Award | A | Common Stock | 3,764 | 0.00 | — | 66,319 | — | ↗ |
| 2024-05-16 | Pink Billy | Director | A-Award | A | Common Stock | 3,764 | 0.00 | — | 3,764 | — | ↗ |
| 2024-05-16 | DEUR GARTH | Director | A-Award | A | Common Stock | 3,764 | 0.00 | — | 8,480 | — | ↗ |
| 2024-05-16 | BROWN LESLIE L | Director | A-Award | A | Common Stock | 3,764 | 0.00 | — | 27,205 | — | ↗ |
| 2024-05-16 | ANDERSON JOSEPH B JR | Director | A-Award | A | Common Stock | 3,764 | 0.00 | — | 8,480 | — | ↗ |
| 2024-02-29 | Nash Kevin C | Officer | G-Gift | D | Common Stock | 1,831 | 36.53 | 66.9K | 42,490 | — | ↗ |
| 2024-02-20 | Ryan Scott P | Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 12,500 | 22.94 | 286.8K | 12,500 | — | ↗ |
| 2024-02-20 | Nash Kevin C | Officer | S-Sale | D | Common Stock | 13,500 | 33.04 | 446.1K | 44,321 | — | ↗ |
| 2024-02-20 | Downing Steven R | Officer | F-InKind | D | Common Stock | 18,327 | 35.01 | 641.6K | 164,078 | — | ↗ |
| 2024-02-20 | Chiodo Matthew | Officer | F-InKind | D | Common Stock | 6,027 | 35.01 | 211.0K | 31,639 | — | ↗ |
| 2024-02-20 | Boehm Neil | Officer | F-InKind | D | Common Stock | 6,456 | 35.01 | 226.0K | 39,497 | — | ↗ |
| 2024-02-15 | Ryan Scott P | Officer | A-Award | A | Common Stock | 6,075 | 0.00 | — | 27,597 | — | ↗ |
| 2024-02-15 | Nash Kevin C | Officer | A-Award | A | Common Stock | 9,146 | 0.00 | — | 42,730 | — | ↗ |
| 2024-02-15 | Downing Steven R | Officer | A-Award | A | Common Stock | 29,150 | 0.00 | — | 168,943 | — | ↗ |
| 2024-02-15 | Chiodo Matthew | Officer | A-Award | A | Common Stock | 6,628 | 0.00 | — | 37,666 | — | ↗ |
| 2024-02-15 | Boehm Neil | Officer | A-Award | A | Common Stock | 9,476 | 0.00 | — | 45,953 | — | ↗ |
| 2024-02-09 | GOODE GARY F | Director | M-Exempt | A | Common Stock | 7,000 | 24.21 | 169.5K | 36,180 | — | ↗ |
| 2024-02-02 | GOODE GARY F | Director | M-Exempt | A | Common Stock | 7,000 | 18.70 | 130.9K | 36,180 | — | ↗ |
| 2024-02-01 | Schaum Richard O | Director | M-Exempt | A | Common Stock | 14,000 | 14.30 | 200.2K | 68,577 | — | ↗ |
| 2023-12-12 | Downing Steven R | Officer | G-Gift | D | Common Stock | 4,029 | 31.20 | 125.7K | 139,408 | — | ↗ |
| 2023-11-10 | Nash Kevin C | Officer | G-Gift | D | Common Stock | 200 | 29.73 | 5.9K | 33,584 | — | ↗ |
| 2023-08-17 | Nash Kevin C | Officer | G-Gift | D | Common Stock | 300 | 32.58 | 9.8K | 33,784 | — | ↗ |
| 2023-07-31 | Starkoff Kathleen | Director | S-Sale | D | Common Stock | 4,430 | 33.20 | 147.1K | 21,441 | — | ↗ |
| 2023-07-31 | ANDERSON JOSEPH B JR | Director | S-Sale | D | Common Stock | 4,416 | 33.52 | 148.0K | 4,716 | — | ↗ |
| 2023-05-19 | Hollars James A | Director | S-Sale | D | Common Stock | 4,416 | 28.27 | 124.8K | 36,149 | — | ↗ |
| 2023-05-19 | GOODE GARY F | Director | S-Sale | D | Common Stock | 4,416 | 28.27 | 124.8K | 29,180 | — | ↗ |
| 2023-05-18 | Zang Ling | Director | A-Award | A | Common Stock | 4,716 | 0.00 | — | 20,270 | — | ↗ |
| 2023-05-18 | WALKER BRIAN C | Director | A-Award | A | Common Stock | 4,716 | 0.00 | — | 20,441 | — | ↗ |
| 2023-05-18 | Starkoff Kathleen | Director | A-Award | A | Common Stock | 4,716 | 0.00 | — | 21,441 | — | ↗ |
| 2023-05-18 | Schaum Richard O | Director | A-Award | A | Common Stock | 4,716 | 0.00 | — | 54,577 | — | ↗ |
| 2023-05-18 | GOODE GARY F | Director | A-Award | A | Common Stock | 4,716 | 0.00 | — | 33,596 | — | ↗ |
| 2023-05-18 | DEUR GARTH | Director | A-Award | A | Common Stock | 4,716 | 0.00 | — | 4,716 | — | ↗ |
| 2023-05-18 | BROWN LESLIE L | Director | A-Award | A | Common Stock | 4,716 | 0.00 | — | 23,441 | — | ↗ |
| 2023-05-18 | ANDERSON JOSEPH B JR | Director | A-Award | A | Common Stock | 4,716 | 0.00 | — | 9,132 | — | ↗ |
| 2023-05-01 | Schaum Richard O | Director | S-Sale | D | Common Stock | 5,424 | 27.89 | 151.3K | 49,861 | — | ↗ |
| 2023-03-06 | Boehm Neil | Officer | M-Exempt | A | Common Stock | 1,242 | 15.69 | 19.5K | 37,418 | — | ↗ |
| 2023-02-21 | Ryan Scott P | Officer | S-Sale | D | Common Stock | 4,325 | 28.29 | 122.4K | 20,631 | — | ↗ |
| 2023-02-21 | Nash Kevin C | Officer | F-InKind | D | Common Stock | 3,102 | 28.65 | 88.9K | 36,498 | — | ↗ |
| 2023-02-21 | Downing Steven R | Officer | F-InKind | D | Common Stock | 7,758 | 28.65 | 222.3K | 143,437 | — | ↗ |
| 2023-02-21 | Chiodo Matthew | Officer | F-InKind | D | Common Stock | 2,899 | 28.65 | 83.1K | 32,276 | — | ↗ |
| 2023-02-21 | Boehm Neil | Officer | A-Award | A | Common Stock | 7,772 | 0.00 | — | 42,335 | — | ↗ |
| 2023-02-16 | Ryan Scott P | Officer | A-Award | A | Common Stock | 6,666 | 0.00 | — | 24,956 | — | ↗ |
| 2023-02-16 | Nash Kevin C | Officer | A-Award | A | Common Stock | 9,874 | 0.00 | — | 32,471 | — | ↗ |
| 2023-02-16 | Downing Steven R | Officer | A-Award | A | Common Stock | 32,151 | 0.00 | — | 138,273 | — | ↗ |
| 2023-02-16 | Chiodo Matthew | Officer | A-Award | A | Common Stock | 7,309 | 0.00 | — | 28,886 | — | ↗ |
| 2023-02-16 | Boehm Neil | Officer | A-Award | A | Common Stock | 8,273 | 0.00 | — | 34,563 | — | ↗ |
| 2023-02-15 | Downing Steven R | Officer | F-InKind | D | Common Stock | 12,384 | 28.39 | 351.6K | 106,122 | — | ↗ |
| 2023-02-02 | Downing Steven R | Officer | M-Exempt | A | Common Stock | 17,730 | 14.70 | 260.6K | 136,236 | — | ↗ |
| 2023-02-01 | Nash Kevin C | Officer | M-Exempt | A | Common Stock | 6,776 | 14.70 | 99.6K | 28,508 | — | ↗ |
| 2023-01-04 | Ryan Scott P | Director | M-Exempt | A | Common Stock | 4,580 | 14.70 | 67.3K | 22,005 | — | ↗ |
| 2022-10-31 | Wallace James H | Director | S-Sale | D | Common Stock | 14,000 | 26.04 | 364.5K | 14,709 | — | ↗ |
| 2022-10-31 | Downing Steven R | Director | P-Purchase | A | Common Stock | 10,000 | 25.74 | 257.4K | 118,506 | — | ↗ |
| 2022-05-19 | Zang Ling | Director | A-Award | A | Common Stock | 3,397 | 0.00 | — | 14,535 | — | ↗ |
| 2022-05-19 | WALKER BRIAN C | Director | A-Award | A | Common Stock | 3,397 | 0.00 | — | 14,706 | — | ↗ |
| 2022-05-19 | Starkoff Kathleen | Director | A-Award | A | Common Stock | 3,397 | 0.00 | — | 15,706 | — | ↗ |
| 2022-05-19 | Schaum Richard O | Director | A-Award | A | Common Stock | 3,397 | 0.00 | — | 42,266 | — | ↗ |
| 2022-05-19 | Hollars James A | Director | A-Award | A | Common Stock | 3,397 | 0.00 | — | 39,546 | — | ↗ |
| 2022-05-19 | GOODE GARY F | Director | S-Sale | D | Common Stock | 2,845 | 30.17 | 85.8K | 27,861 | — | ↗ |
| 2022-05-19 | BROWN LESLIE L | Director | A-Award | A | Common Stock | 3,397 | 0.00 | — | 17,706 | — | ↗ |
| 2022-05-19 | ANDERSON JOSEPH B JR | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-03-31 | Chiodo Matthew | Director | S-Sale | D | Common Stock | 5,700 | 29.24 | 166.7K | 21,577 | — | ↗ |
| 2022-03-31 | Boehm Neil | Director / Officer | S-Sale | D | Common Stock | 4,500 | 29.24 | 131.6K | 26,022 | — | ↗ |
| 2022-02-22 | Ryan Scott P | Officer | S-Sale | D | Common Stock | 8,797 | 30.36 | 267.1K | 17,425 | — | ↗ |
| 2022-02-22 | Nash Kevin C | Officer | S-Sale | D | Common Stock | 10,052 | 30.36 | 305.2K | 21,732 | — | ↗ |
| 2022-02-22 | Downing Steven R | Officer | S-Sale | D | Common Stock | 37,691 | 30.36 | 1.14M | 107,641 | — | ↗ |
| 2022-02-22 | Chiodo Matthew | Officer | S-Sale | D | Common Stock | 9,549 | 30.36 | 289.9K | 26,412 | — | ↗ |
| 2022-02-22 | Boehm Neil | Officer | A-Award | A | Common Stock | 10,228 | 0.00 | — | 40,676 | — | ↗ |
| 2022-02-17 | Ryan Scott P | Officer | A-Award | A | Common Stock | 5,547 | 0.00 | — | 22,383 | — | ↗ |
| 2022-02-17 | Nash Kevin C | Officer | A-Award | A | Common Stock | 8,386 | 0.00 | — | 27,398 | — | ↗ |
| 2022-02-17 | Downing Steven R | Officer | A-Award | A | Common Stock | 27,863 | 0.00 | — | 128,887 | — | ↗ |
| 2022-02-17 | Chiodo Matthew | Officer | A-Award | A | Common Stock | 6,138 | 0.00 | — | 31,794 | — | ↗ |
| 2022-02-17 | Boehm Neil | Officer | A-Award | A | Common Stock | 7,026 | 0.00 | — | 36,213 | — | ↗ |
| 2022-02-16 | Ryan Scott P | Officer | S-Sale | D | Common Stock | 1,820 | 31.32 | 57.0K | 16,836 | — | ↗ |
| 2022-02-16 | Nash Kevin C | Officer | S-Sale | D | Common Stock | 3,630 | 31.32 | 113.7K | 19,012 | — | ↗ |
| 2022-02-16 | Downing Steven R | Officer | S-Sale | D | Common Stock | 7,560 | 31.32 | 236.8K | 101,024 | — | ↗ |
| 2022-02-15 | Ryan Scott P | Officer | S-Sale | D | Common Stock | 8,000 | 31.50 | 252.0K | 18,656 | — | ↗ |
| 2022-02-15 | Nash Kevin C | Officer | S-Sale | D | Common Stock | 8,000 | 31.50 | 252.0K | 22,642 | — | ↗ |
| 2022-02-15 | Downing Steven R | Officer | S-Sale | D | Common Stock | 31,000 | 31.50 | 976.4K | 108,584 | — | ↗ |
| 2022-02-15 | Chiodo Matthew | Officer | S-Sale | D | Common Stock | 8,000 | 31.50 | 252.0K | 25,656 | — | ↗ |
| 2022-02-15 | Boehm Neil | Officer | S-Sale | D | Common Stock | 8,000 | 31.50 | 252.0K | 29,187 | — | ↗ |
| 2021-11-03 | Wallace James H | Director | M-Exempt | A | Common Stock | 7,000 | 15.74 | 110.2K | 35,709 | — | ↗ |
| 2021-11-01 | GOODE GARY F | Director | S-Sale | D | Common Stock | 6,200 | 35.68 | 221.2K | 27,309 | — | ↗ |
| 2021-10-29 | Wallace James H | Director | M-Exempt | A | Common Stock | 7,000 | 17.46 | 122.2K | 35,709 | — | ↗ |
| 2021-10-29 | Schaum Richard O | Director | M-Exempt | D | Non-Employee Director Stock Option Grant | 12,000 | 11.20 | 134.3K | 0 | — | ↗ |
| 2021-10-28 | GOODE GARY F | Director | M-Exempt | D | Non-Employee Director Stock Option Grant | 800 | 15.74 | 12.6K | 6,200 | — | ↗ |
| 2021-10-25 | Ryan Scott P | Officer | M-Exempt | A | Common Stock | 4,580 | 16.01 | 73.3K | 35,789 | — | ↗ |
| 2021-07-27 | MULDER JOHN A | Director | M-Exempt | A | Common Stock | 7,000 | 24.21 | 169.5K | 41,365 | — | ↗ |
| 2021-06-08 | Zang Ling | Director | S-Sale | D | Common Stock | 10,000 | 34.34 | 343.4K | 11,138 | — | ↗ |
| 2021-05-21 | Hollars James A | Director | S-Sale | D | Common Stock | 4,061 | 34.68 | 140.8K | 36,149 | — | ↗ |
| 2021-05-20 | Zang Ling | Director | — | D | Common Stock | 0 | 0.00 | — | 18,293 | — | ↗ |
| 2021-05-20 | Wallace James H | Director | A-Award | A | Common Stock | 2,845 | 0.00 | — | 28,709 | — | ↗ |
| 2021-05-20 | WALKER BRIAN C | Director | A-Award | A | Common Stock | 2,845 | 0.00 | — | 11,309 | — | ↗ |
| 2021-05-20 | Starkoff Kathleen | Director | A-Award | A | Common Stock | 2,845 | 0.00 | — | 12,309 | — | ↗ |
| 2021-05-20 | Schaum Richard O | Director | A-Award | A | Common Stock | 2,845 | 0.00 | — | 26,869 | — | ↗ |
| 2021-05-20 | Hollars James A | Director | A-Award | A | Common Stock | 2,845 | 0.00 | — | 40,210 | — | ↗ |
| 2021-05-20 | GOODE GARY F | Director | A-Award | A | Common Stock | 2,845 | 0.00 | — | 27,309 | — | ↗ |
| 2021-05-20 | BROWN LESLIE L | Director | A-Award | A | Common Stock | 2,845 | 0.00 | — | 14,309 | — | ↗ |
| 2021-04-28 | Schaum Richard O | Director | M-Exempt | A | Common Stock | 12,000 | 15.86 | 190.3K | 29,464 | — | ↗ |
| 2021-03-31 | Chiodo Matthew | Officer | S-Sale | D | Common Stock | 6,851 | 35.66 | 244.3K | 33,389 | — | ↗ |
| 2021-03-31 | Boehm Neil | Officer | S-Sale | D | Common Stock | 2,053 | 35.66 | 73.2K | 37,025 | — | ↗ |
| 2021-02-22 | Ryan Scott P | Officer | S-Sale | D | Common Stock | 1,650 | 35.57 | 58.7K | 30,627 | — | ↗ |
| 2021-02-22 | Nash Kevin C | Officer | S-Sale | D | Common Stock | 3,150 | 35.57 | 112.0K | 30,313 | — | ↗ |
| 2021-02-22 | Downing Steven R | Officer | S-Sale | D | Common Stock | 6,300 | 35.57 | 224.1K | 138,911 | — | ↗ |
| 2021-02-18 | Ryan Scott P | Officer | A-Award | A | Common Stock | 5,552 | 0.00 | — | 32,277 | — | ↗ |
| 2021-02-18 | Nash Kevin C | Officer | A-Award | A | Common Stock | 6,345 | 0.00 | — | 33,463 | — | ↗ |
| 2021-02-18 | Downing Steven R | Officer | A-Award | A | Common Stock | 18,327 | 0.00 | — | 145,211 | — | ↗ |
| 2021-02-18 | Chiodo Matthew | Officer | A-Award | A | Common Stock | 6,027 | 0.00 | — | 39,834 | — | ↗ |
| 2021-02-18 | Boehm Neil | Officer | A-Award | A | Common Stock | 6,456 | 0.00 | — | 39,058 | — | ↗ |
| 2021-02-16 | Ryan Scott P | Officer | S-Sale | D | Common Stock | 1,512 | 35.73 | 54.0K | 26,725 | — | ↗ |
| 2021-02-16 | Nash Kevin C | Officer | S-Sale | D | Common Stock | 2,922 | 35.73 | 104.4K | 27,118 | — | ↗ |
| 2021-02-16 | Downing Steven R | Officer | S-Sale | D | Common Stock | 6,384 | 35.73 | 228.1K | 126,884 | — | ↗ |
| 2021-02-12 | GOODE GARY F | Director | S-Sale | D | Common Stock | 14,000 | 35.59 | 498.2K | 24,464 | — | ↗ |
| 2021-02-05 | MULDER JOHN A | Director | M-Exempt | A | Common Stock | 6,133 | 17.46 | 107.1K | 40,498 | — | ↗ |
| 2021-02-04 | MULDER JOHN A | Director | M-Exempt | A | Common Stock | 7,000 | 18.70 | 130.9K | 41,365 | — | ↗ |
| 2021-02-01 | Wallace James H | Director | M-Exempt | D | Employee Stock Option (Right to buy) | 7,000 | 14.30 | 100.1K | 0 | — | ↗ |
| 2021-02-01 | MULDER JOHN A | Director | S-Sale | D | Common Stock | 867 | 34.19 | 29.6K | 34,365 | — | ↗ |
| 2021-02-01 | Chiodo Matthew | Officer | S-Sale | D | Common Stock | 5,000 | 33.06 | 165.3K | 33,807 | — | ↗ |
| 2020-12-31 | Ryan Scott P | Officer | S-Sale | D | Common Stock | 1,650 | 33.93 | 56.0K | 28,237 | — | ↗ |
| 2020-11-18 | Nash Kevin C | Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 5,864 | 13.39 | 78.5K | 0 | — | ↗ |
| 2020-11-18 | Downing Steven R | Officer | S-Sale | D | Common Stock | 28,504 | 33.19 | 946.0K | 133,175 | — | ↗ |
| 2020-11-18 | Boehm Neil | Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 4,968 | 15.69 | 77.9K | 1,242 | — | ↗ |
| 2020-11-05 | Ryan Scott P | Officer | S-Sale | D | Common Stock | 1,085 | 30.00 | 32.6K | 29,794 | — | ↗ |
| 2020-11-04 | MULDER JOHN A | Director | S-Sale | D | Common Stock | 5,000 | 29.45 | 147.3K | 30,000 | — | ↗ |
| 2020-11-02 | Wallace James H | Director | M-Exempt | A | Common Stock | 7,000 | 14.30 | 100.1K | 32,864 | — | ↗ |
| 2020-11-02 | MULDER JOHN A | Director | S-Sale | D | Common Stock | 5,000 | 28.10 | 140.5K | 35,000 | — | ↗ |
| 2020-09-30 | Nash Kevin C | Officer | S-Sale | D | Common Stock | 3,000 | 25.81 | 77.4K | 30,040 | — | ↗ |
| 2020-09-30 | Downing Steven R | Officer | S-Sale | D | Common Stock | 6,000 | 25.81 | 154.9K | 133,175 | — | ↗ |
| 2020-09-02 | Downing Steven R | Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 16,200 | 12.80 | 207.3K | 0 | — | ↗ |
| 2020-06-26 | Ryan Scott P | Officer | P-Purchase | A | Common Stock | 117 | 21.42 | 2.5K | 30,763 | — | ↗ |
| 2020-06-26 | Downing Steven R | Officer | P-Purchase | A | Common Stock | 117 | 21.42 | 2.5K | 139,059 | — | ↗ |
| 2020-06-26 | Chiodo Matthew | Officer | P-Purchase | A | Common Stock | 117 | 21.42 | 2.5K | 33,598 | — | ↗ |
| 2020-06-26 | Boehm Neil | Officer | P-Purchase | A | Common Stock | 30 | 21.42 | 642.60 | 32,547 | — | ↗ |
| 2020-05-21 | Wallace James H | Director | A-Award | A | Common Stock | 4,061 | 0.00 | — | 25,864 | — | ↗ |
| 2020-05-21 | WALKER BRIAN C | Director | A-Award | A | Common Stock | 4,061 | 0.00 | — | 8,464 | — | ↗ |
| 2020-05-21 | Starkoff Kathleen | Director | A-Award | A | Common Stock | 4,061 | 0.00 | — | 9,464 | — | ↗ |
| 2020-05-21 | Schaum Richard O | Director | A-Award | A | Common Stock | 4,061 | 0.00 | — | 17,464 | — | ↗ |
| 2020-05-21 | MULDER JOHN A | Director | A-Award | A | Common Stock | 4,061 | 0.00 | — | 34,365 | — | ↗ |
| 2020-05-21 | Hollars James A | Director | A-Award | A | Common Stock | 4,061 | 0.00 | — | 37,365 | — | ↗ |
| 2020-05-21 | GOODE GARY F | Director | A-Award | A | Common Stock | 4,061 | 0.00 | — | 24,464 | — | ↗ |
| 2020-05-21 | BROWN LESLIE L | Director | A-Award | A | Common Stock | 4,061 | 0.00 | — | 11,464 | — | ↗ |
| 2020-05-18 | SOTOK FREDERICK A | Director | S-Sale | D | Common Stock | 4,403 | 25.46 | 112.1K | 27,696 | — | ↗ |
| 2020-05-18 | MULDER JOHN A | Director | S-Sale | D | Common Stock | 4,403 | 25.46 | 112.1K | 31,304 | — | ↗ |
| 2020-05-18 | Hollars James A | Director | S-Sale | D | Common Stock | 4,403 | 25.46 | 112.1K | 33,304 | — | ↗ |
| 2020-05-08 | SOTOK FREDERICK A | Director | M-Exempt | A | Common Stock | 7,000 | 24.21 | 169.5K | 39,099 | — | ↗ |
| 2020-03-27 | Ryan Scott P | Officer | P-Purchase | A | Common Stock | 675 | 18.53 | 12.5K | 30,646 | — | ↗ |
| 2020-03-27 | Nash Kevin C | Officer | P-Purchase | A | Common Stock | 539 | 18.53 | 10.0K | 33,040 | — | ↗ |
| 2020-03-27 | Downing Steven R | Officer | P-Purchase | A | Common Stock | 674 | 18.53 | 12.5K | 138,942 | — | ↗ |
| 2020-03-27 | Chiodo Matthew | Officer | P-Purchase | A | Common Stock | 675 | 18.53 | 12.5K | 33,481 | — | ↗ |
| 2020-03-27 | Boehm Neil | Officer | P-Purchase | A | Common Stock | 575 | 18.53 | 10.7K | 32,517 | — | ↗ |
| 2020-02-20 | Ryan Scott P | Officer | A-Award | A | Common Stock | 4,325 | 0.00 | — | 29,971 | — | ↗ |
| 2020-02-20 | Nash Kevin C | Officer | A-Award | A | Common Stock | 5,535 | 0.00 | — | 32,501 | — | ↗ |
| 2020-02-20 | Downing Steven R | Officer | A-Award | A | Common Stock | 17,792 | 0.00 | — | 138,268 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Steve Downing, President and CEO | 850.0K | — | 3.74M | — | 981.9K | 372.5K | 5.95M | 62.92% | ↗ |
| 2 | 2025 | Neil Boehm, Vice President - Engineering and CTO | 575.0K | — | 1.22M | — | 452.9K | 217.0K | 2.46M | 49.42% | ↗ |
| 3 | 2025 | Kevin Nash, Vice President - Finance, CFO and Treasurer | 561.5K | — | 1.17M | — | 437.1K | 168.9K | 2.34M | 50.14% | ↗ |
| 4 | 2025 | Matt Chiodo, Senior Vice President - Sales and Chief Sales Officer | 480.0K | — | 905.5K | — | 378.1K | 202.7K | 1.97M | 46.05% | ↗ |
| 5 | 2025 | Scott Ryan, Vice President, General Counsel and Corporate Secretary | 444.5K | — | 830.1K | — | 346.6K | 190.6K | 1.81M | 45.82% | ↗ |
| 6 | 2024 | Steve Downing, President and CEO | 850.0K | — | 2.93M | — | 634.2K | 364.8K | 4.78M | 61.32% | ↗ |
| 7 | 2024 | Neil Boehm, Vice President - Engineering and CTO | 566.2K | — | 952.9K | — | 292.5K | 198.0K | 2.01M | 47.42% | ↗ |
| 8 | 2024 | Kevin Nash, Vice President - Finance, CFO and Treasurer | 549.2K | — | 919.7K | — | 282.3K | 232.1K | 1.98M | 46.37% | ↗ |
| 9 | 2024 | Matt Chiodo, Vice President - Sales | 476.3K | — | 666.5K | — | 244.2K | 186.5K | 1.57M | 42.36% | ↗ |
| 10 | 2024 | Matt Chiodo, Senior Vice President - Sales and Chief Sales Officer | 476.3K | — | 666.5K | — | 244.2K | 186.5K | 1.57M | 42.36% | ↗ |
| 11 | 2024 | Scott Ryan, Vice President, General Counsel and Corporate Secretary | 436.3K | — | 610.9K | — | 223.8K | 189.3K | 1.46M | 41.83% | ↗ |
| 12 | 2023 | Steve Downing, President and CEO | 842.7K | — | 4.42M | — | 1.58M | 273.9K | 7.11M | 62.13% | ↗ |
| 13 | 2023 | Kevin Nash, Vice President - Finance, CFO and Treasurer | 515.2K | — | 1.76M | — | 716.4K | 202.3K | 3.20M | 55.17% | ↗ |
| 14 | 2023 | Neil Boehm, Vice President - Engineering and CTO | 509.2K | — | 1.61M | — | 716.4K | 154.8K | 2.99M | 53.88% | ↗ |
| 15 | 2023 | Matt Chiodo, Vice President - Sales | 449.2K | — | 1.42M | — | 632.9K | 138.5K | 2.65M | 53.85% | ↗ |
| 16 | 2023 | Matt Chiodo, Senior Vice President - Sales and Chief Sales Officer | 449.2K | — | 1.42M | — | 632.9K | 138.5K | 2.65M | 53.85% | ↗ |
| 17 | 2023 | Scott Ryan, Vice President, General Counsel and Corporate Secretary | 413.2K | — | 1.30M | — | 577.3K | 116.8K | 2.41M | 53.99% | ↗ |
| 18 | 2022 | Steve Downing, President and CEO | 792.7K | — | 2.87M | — | 604.7K | 245.7K | 4.51M | 63.55% | ↗ |
| 19 | 2022 | Kevin Nash, Vice President - Finance, CFO and Treasurer | 470.0K | — | 862.3K | — | 269.3K | 181.0K | 1.78M | 48.37% | ↗ |
| 20 | 2022 | Neil Boehm, Vice President - Engineering and CTO | 465.1K | — | 722.5K | — | 269.3K | 120.9K | 1.58M | 45.79% | ↗ |
| 21 | 2022 | Matt Chiodo, Vice President - Sales | 409.9K | — | 631.2K | — | 235.3K | 151.3K | 1.43M | 44.21% | ↗ |
| 22 | 2022 | Scott Ryan, Vice President, General Counsel and Corporate Secretary | 371.3K | — | 570.4K | — | 212.6K | 115.9K | 1.27M | 44.91% | ↗ |
| 23 | 2021 | Steve Downing, President and CEO | 750.0K | — | 2.13M | — | 506.6K | 272.8K | 3.66M | 58.23% | ↗ |
| 24 | 2021 | Neil Boehm, Vice President - Engineering and CTO | 407.0K | — | 751.0K | — | 206.2K | 144.3K | 1.51M | 49.79% | ↗ |
| 25 | 2021 | Kevin Nash, Vice President - Finance, CFO and Treasurer | 406.0K | — | 738.1K | — | 202.6K | 122.8K | 1.47M | 50.23% | ↗ |
| 26 | 2021 | Matt Chiodo, Vice President - Sales | 380.0K | — | 701.2K | — | 192.5K | 156.0K | 1.43M | 49.04% | ↗ |
| 27 | 2021 | Scott Ryan, Vice President, General Counsel and Corporate Secretary | 354.0K | — | 645.9K | — | 177.3K | 102.4K | 1.28M | 50.47% | ↗ |
| 28 | 2020 | Steve Downing, President and CEO | 764.4K | — | 1.84M | — | 748.4K | 181.4K | 3.54M | 52.11% | ↗ |
| 29 | 2020 | Neil Boehm, Vice President - Engineering and CTO | 414.8K | — | 625.2K | — | 304.6K | 86.1K | 1.43M | 43.70% | ↗ |
| 30 | 2020 | Kevin Nash, Vice President - Finance, CFO and Treasurer | 413.7K | — | 573.5K | — | 299.3K | 107.3K | 1.39M | 41.14% | ↗ |
| 31 | 2020 | Matt Chiodo, Vice President - Sales | 387.3K | — | 505.9K | — | 284.4K | 105.5K | 1.28M | 39.43% | ↗ |
| 32 | 2020 | Scott Ryan, Vice President, General Counsel and Corporate Secretary | 360.7K | — | 448.0K | — | 261.9K | 80.8K | 1.15M | 38.91% | ↗ |
| 33 | 2019 | Steve Downing, President and CEO | 733.8K | — | 1.44M | — | 735.3K | 145.8K | 3.06M | 47.22% | ↗ |
| 34 | 2019 | Neil Boehm, Vice President - Engineering and CTO | 395.0K | — | 392.0K | — | 299.3K | 68.8K | 1.16M | 33.94% | ↗ |
| 35 | 2019 | Kevin Nash, Vice President - Finance, CFO and Treasurer | 396.3K | — | 385.3K | — | 294.1K | 76.3K | 1.15M | 33.45% | ↗ |
| 36 | 2019 | Matt Chiodo, Vice President - Sales | 372.9K | — | 366.0K | — | 279.4K | 63.2K | 1.08M | 33.84% | ↗ |
| 37 | 2019 | Scott Ryan, Vice President, General Counsel and Corporate Secretary | 348.3K | — | 337.1K | — | 257.3K | 63.6K | 1.01M | 33.50% | ↗ |
| 38 | 2018 | Steve Downing, President and CEO | 618.2K | 180.0K | 1.56M | 636.0K | 324.0K | 109.4K | 3.43M | 64.07% | ↗ |
| 39 | 2018 | Kevin Nash, Vice President - Finance, CFO and Treasurer | 327.1K | 90.0K | 183.5K | 170.0K | 132.1K | 87.5K | 990.2K | 35.70% | ↗ |
| 40 | 2018 | Neil Boehm, CTO and Vice President, Engineering | 317.7K | 80.0K | 183.5K | 188.9K | 129.4K | 58.4K | 958.0K | 38.88% | ↗ |
| 41 | 2018 | Neil Boehm, Vice President - Engineering and CTO | 317.7K | 80.0K | 183.5K | 188.9K | 129.4K | 58.4K | 958.0K | 38.88% | ↗ |
| 42 | 2018 | Matt Chiodo, Vice President - Sales | 321.3K | 80.0K | 183.5K | 188.9K | 130.6K | 50.9K | 955.2K | 38.99% | ↗ |
| 43 | 2018 | Scott Ryan, Vice President, General Counsel and Corporate Secretary | 305.6K | 80.0K | 183.5K | 157.4K | 122.4K | 77.8K | 926.7K | 36.79% | ↗ |
| 44 | 2017 | Steve Downing, President and CEO | 421.0K | 182.4K | 286.1K | — | 96.8K | 88.5K | 1.07M | 26.62% | ↗ |
| 45 | 2017 | Fred Bauer, Former Chairman and CEO | 583.9K | 83.2K | — | — | 135.4K | 120.5K | 923.0K | 0.00% | ↗ |
| 46 | 2017 | Kevin Nash, Vice President of Finance, CFO and Treasurer | 225.5K | 104.3K | 134.4K | — | 51.5K | 84.8K | 600.4K | 22.39% | ↗ |
| 47 | 2017 | Kevin Nash, Vice President - Finance, CFO and Treasurer | 225.5K | 104.3K | 134.4K | — | 51.5K | 84.8K | 600.4K | 22.39% | ↗ |
| 48 | 2017 | Scott Ryan, Vice President, General Counsel and Corporate Secretary | 237.8K | 87.8K | 68.4K | — | 54.4K | 48.3K | 496.8K | 13.76% | ↗ |
| 49 | 2017 | Scott Ryan, Assistant General Counsel and Corporate Secretary | 237.8K | 87.8K | 68.4K | — | 54.4K | 48.3K | 496.8K | 13.76% | ↗ |
| 50 | 2017 | Joseph Matthews, Vice President of Purchasing | 173.5K | 57.1K | 56.4K | 25.4K | 39.5K | 29.6K | 381.5K | 21.46% | ↗ |
| 51 | 2016 | Fred Bauer, Former Chairman and CEO | 542.2K | 160.0K | — | 698.2K | 187.0K | 96.2K | 1.68M | 41.47% | ↗ |
| 52 | 2016 | Fred Bauer, Chairman and CEO | 542.2K | 160.0K | — | 698.2K | 187.0K | 96.2K | 1.68M | 41.47% | ↗ |
| 53 | 2016 | Steve Downing, President and CEO | 335.9K | 98.6K | 92.6K | 62.8K | 113.7K | 87.1K | 790.8K | 19.65% | ↗ |
| 54 | 2016 | Steve Downing, Senior Vice President and CFO | 335.9K | 98.6K | 92.6K | 62.8K | 113.7K | 87.1K | 790.8K | 19.65% | ↗ |
| 55 | 2016 | Kevin Nash, Vice President - Finance, CFO and Treasurer | 187.8K | 75.1K | 46.3K | 30.0K | 63.4K | 80.1K | 482.7K | 15.81% | ↗ |
| 56 | 2016 | Kevin Nash, Vice President – Accounting and CAO | 187.8K | 75.1K | 46.3K | 30.0K | 63.4K | 80.1K | 482.7K | 15.81% | ↗ |
| 57 | 2016 | Kevin Nash, Vice President of Finance, CFO and Treasurer | 187.8K | 75.1K | 46.3K | 30.0K | 63.4K | 80.1K | 482.7K | 15.81% | ↗ |
| 58 | 2016 | Scott Ryan, Vice President, General Counsel and Corporate Secretary | 210.5K | 61.5K | 24.3K | 16.2K | 69.4K | 48.4K | 430.3K | 9.40% | ↗ |
| 59 | 2016 | Scott Ryan, Assistant General Counsel and Corporate Secretary | 210.5K | 61.5K | 24.3K | 16.2K | 69.4K | 48.4K | 430.3K | 9.40% | ↗ |
| 60 | 2016 | Scott Ryan, Assistant General Counsel | 210.5K | 61.5K | 24.3K | 16.2K | 69.4K | 48.4K | 430.3K | 9.40% | ↗ |
| 61 | 2016 | Joseph Matthews, Vice President of Purchasing | 156.2K | 45.7K | 37.8K | 18.8K | 52.2K | 25.2K | 335.9K | 16.83% | ↗ |
| 62 | 2016 | Joseph Matthews, Vice President - Purchasing | 156.2K | 45.7K | 37.8K | 18.8K | 52.2K | 25.2K | 335.9K | 16.83% | ↗ |
| 63 | 2015 | Fred Bauer, Chairman and CEO | 523.1K | 118.0K | — | 662.5K | 204.0K | 29.1K | 1.54M | 43.11% | ↗ |
| 64 | 2015 | Fred Bauer, Former Chairman and CEO | 523.1K | 118.0K | — | 662.5K | 204.0K | 29.1K | 1.54M | 43.11% | ↗ |
| 65 | 2015 | Mark Newton, Former Senior Vice President | 299.3K | 42.7K | — | — | — | 482.9K | 824.9K | 0.00% | ↗ |
| 66 | 2015 | Steve Downing, Senior Vice President and CFO | 253.8K | 60.3K | 93.0K | 66.5K | 126.0K | 53.4K | 653.1K | 24.42% | ↗ |
| 67 | 2015 | Steve Downing, President and CEO | 253.8K | 60.3K | 93.0K | 66.5K | 126.0K | 53.4K | 653.1K | 24.42% | ↗ |
| 68 | 2015 | Kevin Nash, Vice President of Finance, CFO and Treasurer | 163.0K | 64.8K | 46.5K | 31.8K | 68.8K | 42.2K | 417.0K | 18.77% | ↗ |
| 69 | 2015 | Kevin Nash, Vice President – Accounting and CAO | 163.0K | 64.8K | 46.5K | 31.8K | 68.8K | 42.2K | 417.0K | 18.77% | ↗ |
| 70 | 2015 | Scott Ryan, Assistant General Counsel | 184.4K | 44.1K | 26.4K | 18.4K | 83.7K | 24.1K | 381.1K | 11.77% | ↗ |
| 71 | 2015 | Scott Ryan, Assistant General Counsel and Corporate Secretary | 184.4K | 44.1K | 26.4K | 18.4K | 83.7K | 24.1K | 381.1K | 11.77% | ↗ |
| 72 | 2015 | Joseph Matthews, Vice President - Purchasing | 147.4K | 83.8K | — | 23.6K | 54.6K | 24.1K | 333.4K | 7.07% | ↗ |
| 73 | 2015 | Joseph Matthews, Vice President of Purchasing | 147.4K | 83.8K | — | 23.6K | 54.6K | 24.1K | 333.4K | 7.07% | ↗ |
| 74 | 2014 | Fred Bauer, Chairman and CEO | 496.5K | 119.1K | — | 1.22M | — | 93.9K | 1.93M | 63.31% | ↗ |
| 75 | 2014 | Mark Newton, Former Senior Vice President | 362.6K | 150.5K | — | 171.7K | — | 30.8K | 715.7K | 23.99% | ↗ |
| 76 | 2014 | Mark Newton, Senior Vice President | 362.6K | 150.5K | — | 171.7K | — | 30.8K | 715.7K | 23.99% | ↗ |
| 77 | 2014 | Kevin Nash, Vice President – Accounting and CAO | 149.8K | 69.0K | 160.6K | 52.7K | — | 28.5K | 460.6K | 46.32% | ↗ |
| 78 | 2014 | Steve Downing, Vice President – Finance and CFO | 193.2K | 116.6K | — | 80.9K | — | 28.1K | 418.9K | 19.32% | ↗ |
| 79 | 2014 | Steve Downing, Senior Vice President and CFO | 193.2K | 116.6K | — | 80.9K | — | 28.1K | 418.9K | 19.32% | ↗ |
| 80 | 2014 | Joseph Matthews, Vice President - Purchasing | 133.1K | 51.9K | 107.1K | 40.2K | — | 14.4K | 346.7K | 42.48% | ↗ |
| 81 | 2014 | Joseph Matthews, Vice President – Purchasing | 133.1K | 51.9K | 107.1K | 40.2K | — | 14.4K | 346.7K | 42.48% | ↗ |
| 82 | 2014 | Bruce Los,- Former Senior Vice President | 154.5K | 28.8K | — | — | — | 19.1K | 202.4K | 0.00% | ↗ |
| 83 | 2013 | Fred Bauer, Chairman and CEO | 480.0K | 103.4K | — | 1.08M | — | 43.7K | 1.71M | 63.31% | ↗ |
| 84 | 2013 | Mark Newton, Senior Vice President | 296.9K | 132.4K | 127.3K | 165.1K | — | 20.0K | 741.6K | 39.42% | ↗ |
| 85 | 2013 | Mark Newton, Former Senior Vice President | 296.9K | 132.4K | 127.3K | 165.1K | — | 20.0K | 741.6K | 39.42% | ↗ |
| 86 | 2013 | Steve Downing, Vice President – | 134.1K | 96.8K | 229.1K | 68.5K | — | 8.2K | 536.7K | 55.45% | ↗ |
| 87 | 2013 | Steve Downing, Senior Vice President and CFO | 134.1K | 96.8K | 229.1K | 68.5K | — | 8.2K | 536.7K | 55.45% | ↗ |
| 88 | 2013 | Steve Downing, Vice President – Finance and CFO | 134.1K | 96.8K | 229.1K | 68.5K | — | 8.2K | 536.7K | 55.45% | ↗ |
| 89 | 2013 | Bruce Los,- Former Senior Vice President | 210.0K | 58.2K | — | 129.6K | — | 18.9K | 416.7K | 31.10% | ↗ |
| 90 | 2013 | Bruce Los, Senior Vice President | 210.0K | 58.2K | — | 129.6K | — | 18.9K | 416.7K | 31.10% | ↗ |
| 91 | 2013 | Paul Flynn, Vice President – Operations | 179.8K | 68.9K | — | 64.0K | — | 10.1K | 322.8K | 19.82% | ↗ |
| 92 | 2013 | Finance Steve Dykman, Former Vice President – Finance | 186.3K | 40.1K | — | — | — | 11.1K | 237.4K | 0.00% | ↗ |
| 93 | 2012 | Fred Bauer, Chairman and CEO | 464.0K | 80.7K | — | 830.7K | — | 213.1K | 1.59M | 52.29% | ↗ |
| 94 | 2012 | Mark Newton, Senior Vice President | 257.0K | 94.7K | 229.0K | 94.5K | — | 13.1K | 688.3K | 47.01% | ↗ |
| 95 | 2012 | Steve Dykman, Vice President – Finance | 178.3K | 71.4K | 140.6K | 90.7K | — | 9.2K | 490.1K | 47.19% | ↗ |
| 96 | 2012 | Finance Steve Dykman, Former Vice President – Finance | 178.3K | 71.4K | 140.6K | 90.7K | — | 9.2K | 490.1K | 47.19% | ↗ |
| 97 | 2012 | Bruce Los,- Former Senior Vice President | 198.3K | 44.5K | 138.4K | 74.5K | — | 13.4K | 469.1K | 45.38% | ↗ |
| 98 | 2012 | Bruce Los, Senior Vice President | 198.3K | 44.5K | 138.4K | 74.5K | — | 13.4K | 469.1K | 45.38% | ↗ |
| 99 | 2012 | Paul Flynn, Vice President – Operations | 153.3K | 51.6K | — | 45.1K | — | 7.6K | 257.6K | 17.52% | ↗ |
| 100 | 2011 | Fred Bauer, Chairman and CEO | 449.4K | 83.8K | — | 1.02M | — | 24.9K | 1.58M | 64.59% | ↗ |
| 101 | 2011 | Mark Newton, Senior Vice President | 232.4K | 63.2K | — | 113.0K | — | 10.2K | 418.8K | 26.97% | ↗ |
| 102 | 2011 | Steve Dykman, Vice President – Finance | 171.4K | 71.8K | — | 128.8K | — | 11.1K | 383.1K | 33.62% | ↗ |
| 103 | 2011 | Finance Steve Dykman, Former Vice President – Finance | 171.4K | 71.8K | — | 128.8K | — | 11.1K | 383.1K | 33.62% | ↗ |
| 104 | 2011 | Enoch Jen, Senior Vice President | 256.6K | 92.9K | — | — | — | 24.7K | 374.2K | 0.00% | ↗ |
| 105 | 2011 | John Arnold, Vice President – Operations | 212.1K | 39.6K | — | — | — | 12.2K | 263.9K | 0.00% | ↗ |
| 106 | 2010 | Fred Bauer, Chairman and CEO | 434.2K | 80.5K | — | 719.8K | — | 25.5K | 1.26M | 57.13% | ↗ |
| 107 | 2010 | Enoch Jen, Senior Vice President | 246.8K | 85.8K | 251.7K | 168.9K | — | 22.3K | 775.5K | 54.23% | ↗ |
| 108 | 2010 | John Arnold, Vice President – Operations | 205.3K | 67.0K | — | 127.8K | — | 14.0K | 414.2K | 30.86% | ↗ |
| 109 | 2010 | Mark Newton, Senior Vice President | 213.3K | 102.5K | — | 81.7K | — | 11.0K | 408.5K | 20.00% | ↗ |
| 110 | 2010 | Steve Dykman, Vice President – Finance | 165.5K | 62.1K | — | 120.9K | — | 10.0K | 358.5K | 33.73% | ↗ |
| 111 | 2009 | Fred Bauer, Chairman and CEO | 429.0K | 39.7K | — | 563.5K | — | 30.2K | 1.06M | 53.04% | ↗ |
| 112 | 2009 | Mark Newton, Senior Vice President – Electronics, Purchasing and North American Sales | 193.2K | 38.3K | 145.4K | 55.5K | — | 8.9K | 441.3K | 45.53% | ↗ |
| 113 | 2009 | Mark Newton, Senior Vice President | 193.2K | 38.3K | 145.4K | 55.5K | — | 8.9K | 441.3K | 45.53% | ↗ |
| 114 | 2009 | Enoch Jen, Senior Vice President | 242.9K | 57.4K | — | 74.7K | — | 25.3K | 400.3K | 18.65% | ↗ |
| 115 | 2009 | Steve Dykman, Vice President – Finance | 163.6K | 38.5K | 108.2K | 71.8K | — | 7.3K | 389.3K | 46.22% | ↗ |
| 116 | 2009 | Dennis Alexejun, Vice President - Sales – General Motors | 222.3K | 20.5K | — | — | — | 16.4K | 259.2K | 0.00% | ↗ |
| 117 | 2008 | Fred Bauer, Chairman and CEO | 406.6K | 47.9K | — | 523.3K | — | 30.7K | 1.01M | 51.88% | ↗ |
| 118 | 2008 | Enoch Jen, Senior Vice President | 231.4K | 63.4K | — | 109.6K | — | 27.1K | 431.6K | 25.40% | ↗ |
| 119 | 2008 | Dennis Alexejun, Vice President - Sales – General Motors | 211.8K | 28.0K | — | 69.4K | — | 24.2K | 333.4K | 20.81% | ↗ |
| 120 | 2008 | Mark Newton, Senior Vice President | 164.4K | 68.9K | — | 40.6K | — | 6.9K | 280.8K | 14.45% | ↗ |
| 121 | 2008 | Mark Newton, Senior Vice President – Electronics, Purchasing and North American Sales | 164.4K | 68.9K | — | 40.6K | — | 6.9K | 280.8K | 14.45% | ↗ |
| 122 | 2008 | Steve Dykman, Vice President – Finance | 153.0K | 40.6K | — | 27.3K | — | 8.8K | 229.7K | 11.90% | ↗ |
| 123 | 2007 | Fred Bauer, Chairman and CEO | 389.0K | 73.3K | — | 703.1K | — | 30.9K | 1.20M | 58.77% | ↗ |
| 124 | 2007 | Enoch Jen, Senior Vice President | 220.3K | 71.5K | 175.5K | 109.8K | — | 27.4K | 604.5K | 47.19% | ↗ |
| 125 | 2007 | Dennis Alexejun, Vice President - Sales – General Motors | 202.2K | 48.1K | 129.3K | 95.5K | — | 21.5K | 496.7K | 45.26% | ↗ |
| 126 | 2007 | John Carter, Vice President - Mechanical Engineering | 215.9K | 57.7K | 96.6K | 63.8K | — | 26.0K | 460.0K | 34.86% | ↗ |
| 127 | 2007 | Dennis Alexejun, Vice President - North American Marketing | 202.2K | 48.1K | 44.7K | 60.4K | — | 21.5K | 377.0K | 27.88% | ↗ |
| 128 | 2007 | Steve Dykman, Vice President - Finance | 144.8K | 43.2K | 33.9K | 35.2K | — | 8.3K | 265.4K | 26.05% | ↗ |
| 129 | 2007 | Steve Dykman, Vice President – Finance | 144.8K | 43.2K | — | 56.8K | — | 8.3K | 253.0K | 22.43% | ↗ |
| 130 | 2006 | Fred Bauer, Chairman and CEO | 374.9K | 64.3K | — | 338.3K | — | 29.1K | 806.6K | 41.94% | ↗ |
| 131 | 2006 | Enoch Jen, Senior Vice President | 196.8K | 51.7K | 76.0K | 126.5K | — | 17.9K | 468.9K | 43.18% | ↗ |
| 132 | 2006 | John Carter, Vice President - Engineering | 205.4K | 52.2K | 77.0K | 94.9K | — | 21.8K | 451.3K | 38.08% | ↗ |
| 133 | 2006 | John Carter, Vice President - Mechanical Engineering | 205.4K | 52.2K | 77.0K | 94.9K | — | 21.8K | 451.3K | 38.08% | ↗ |
| 134 | 2006 | Garth Deur, Executive Vice President | 68.1K | 25.6K | — | 67.8K | — | 242.3K | 403.8K | 16.78% | ↗ |
| 135 | 2006 | Dennis Alexejun, Vice President - North American Marketing | 191.2K | 51.3K | 65.2K | 55.5K | — | 23.2K | 386.4K | 31.23% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Steven R. Downing | President, Chief Executive Officer & Director | 2M | male |
| Neil Boehm | Chief Operating Officer & Chief Technology Officer | 1M | male |
| Kevin C. Nash | Vice President of Finance, Chief Financial Officer, Treasurer & Chief Accounting Officer | 1M | male |
| Matthew Chiodo | Senior Vice President of Sales & Chief Sales Officer | 1M | male |
| Scott Ryan | Vice President, General Counsel, Corporate Secretary & Sustainability Officer | 981.6K | male |
| Josh O'Berski | Vice President of Investor Relations | — | male |
| Rosa Estrada | Vice President of Accounting & Corporate Controller | — | female |
| Craig Piersma | Vice President of Marketing & Corporate Communications | — | male |
| Seth Bushouse | Vice President of Human Resources | — | male |
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Community Opinion for GNTX
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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