Hayward Holdings, Inc. (HAYW)
Charlotte, NC, US
Hayward Holdings, Inc., established in 1925 and headquartered in Charlotte, North Carolina, specializes in the development, manufacturing, and global marketing of a diverse range of swimming pool equipment and integrated automation systems. Its extensive product line caters to both residential and commercial clients, featuring essential components such as circulation pumps, advanced filtration systems, heating units, robotic pool cleaners, energy-efficient LED lighting, smart Internet of Things (IoT) controls, alternative water treatment solutions, and decorative water features. The company distributes its offerings through a varied network that includes specialty distributors, retail partners, and group purchasing organizations, serving markets across North America, Europe, and other international territories.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.34% | -8.01% | -3.34% | -15.86% | -13.34% | -10.03% | -5.70% | +21.19% | -39.09% | -18.24% | -18.24% |
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 | 1 | 0 |
| Buy | 3 | 0 |
| Hold | 7 | +1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 8 |
15.25
-10.1%
|
-
Revenue growth Electrical Equipment & Parts: +13.1%+6.7% Q1'26: +11.5% (vs Q1'25)
-
EPS growth Electrical Equipment & Parts: +22.4%+25.9% ★ Q1'26: +70.3% (vs Q1'25)
-
FCF margin FCF growth · Electrical Equipment & Parts: +27.2%+18.8% Q1'26: -61.8% (vs Q1'25)
-
EBIT margin Electrical Equipment & Parts: +8.2%+21.1% ★ Q1'26: +16.8% (vs Q1'25)
-
ROIC Electrical Equipment & Parts: +6.4%+16.1% ★ Q1'26: +5.6% (vs Q1'25)
-
Share dilution Electrical Equipment & Parts: +0.0%+0.4% Q1'26: +0.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Electrical Equipment & Parts: -0.54×0.05× ★ Q1'26: 4.43× (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 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 7 Rev. Ana. 6 EPS Ana. |
Dec 2027 7 Rev. Ana. 6 EPS Ana. |
Dec 2028 7 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|---|
| Revenue |
1.40B
est: 1.41B (-0.3%)
|
1.31B
est: 1.32B (-0.1%)
|
992.45M
est: 995.74M (-0.3%)
|
1.05B
est: 1.03B (+2.4%)
|
1.12B
est: 1.10B (+1.6%)
|
1.18B
1.17B – 1.19B
+6.9% YoY
|
1.25B
1.24B – 1.26B
+5.9% YoY
|
1.34B
1.34B – 1.34B
+7.1% YoY
|
| EBITDA |
362.21M
est: 350.14M (+3.4%)
|
343.07M
est: 327.54M (+4.7%)
|
243.37M
est: 267.25M (-8.9%)
|
278.89M
est: 275.74M (+1.1%)
|
294.42M
est: 296.44M (-0.7%)
|
316.76M
314.10M – 319.27M
+6.9% YoY
|
335.30M
333.50M – 337.98M
+5.9% YoY
|
359.21M
359.17M – 359.24M
+7.1% YoY
|
| EBIT |
304.40M
est: 278.00M (+9.5%)
|
285.43M
est: 260.05M (+9.8%)
|
190.31M
est: 209.01M (-8.9%)
|
223.03M
est: 215.65M (+3.4%)
|
237.14M
est: 231.84M (+2.3%)
|
247.73M
245.65M – 249.69M
+6.9% YoY
|
262.23M
260.82M – 264.33M
+5.9% YoY
|
280.93M
280.90M – 280.96M
+7.1% YoY
|
| Net Income |
203.73M
est: 254.85M (-20.1%)
|
179.35M
est: 221.12M (-18.9%)
|
80.69M
est: 93.82M (-14.0%)
|
118.66M
est: 140.88M (-15.8%)
|
151.57M
est: 169.43M (-10.5%)
|
190.25M
186.92M – 193.59M
+12.3% YoY
|
212.67M
208.23M – 217.10M
+11.8% YoY
|
238.47M
232.16M – 244.78M
+12.1% YoY
|
| SGA |
267.26M
est: 305.62M (-12.6%)
|
248.81M
est: 285.89M (-13.0%)
|
233.61M
est: 215.78M (+8.3%)
|
260.93M
est: 222.64M (+17.2%)
|
246.89M
est: 239.35M (+3.2%)
|
255.76M
253.61M – 257.78M
+6.9% YoY
|
270.72M
269.27M – 272.89M
+5.9% YoY
|
290.03M
290.00M – 290.06M
+7.1% YoY
|
| EPS |
0.52
est: 1.15 (-54.8%)
|
0.82
est: 1.00 (-17.9%)
|
0.38
est: 0.42 (-9.8%)
|
0.55
est: 0.63 (-13.2%)
|
0.70
est: 0.76 (-8.0%)
|
0.86
0.84 – 0.87
+13.1% YoY
|
0.96
0.94 – 0.98
+11.1% YoY
|
1.08
1.04 – 1.10
+12.3% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-20 | B of A Securities | Buy | Buy | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-08 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-07 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-06 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-05 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-04 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-30 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-29 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-28 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 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 | MSD Aqua Partners, LLC | 71.58M | 30.80% | — | 71.58M | — | 71.58M | PN | — | 2022-02-14 | ↗ |
| 2 | MSD Partners, L.P. | 71.58M | 30.80% | — | 71.58M | — | 71.58M | PN | — | 2022-02-14 | ↗ |
| 3 | CCMP Capital Associates III GP, LLC | 71.54M | 30.80% | — | 71.54M | — | 71.54M | OO | Delaware | 2022-02-09 | ↗ |
| 4 | CCMP Capital Associates III, L.P. | 71.54M | 30.80% | — | 71.54M | — | 71.54M | PN | Delaware | 2022-02-09 | ↗ |
| 5 | CCMP Capital GP, LLC | 71.54M | 30.80% | — | 71.54M | — | 71.54M | OO | Delaware | 2022-02-09 | ↗ |
| 6 | CCMP Capital, LP | 71.54M | 30.80% | — | 71.54M | — | 71.54M | PN | Delaware | 2022-02-09 | ↗ |
| 7 | CCMP Capital Investors III, L.P. | 67.38M | 29.00% | — | 67.38M | — | 67.38M | PN | Delaware | 2022-02-09 | ↗ |
| 8 | Alberta Investment Management Corporation | 36.78M | 15.80% | 36.78M | — | — | — | FI | : | 2022-02-14 | ↗ |
| 9 | MSD Capital, L.P. | 26.98M | 12.50% | — | 26.98M | — | 26.98M | PN | Delaware | 2024-09-23 | ↗ |
| 10 | Michael S. Dell | 26.98M | 12.50% | — | 26.98M | — | 26.98M | IN | Delaware | 2024-09-23 | ↗ |
| 11 | MSD Portfolio L.P. – Investments | 17.04M | 7.90% | — | 17.04M | — | 17.04M | PN | Delaware | 2024-09-23 | ↗ |
| 12 | (1) BlackRock, Inc. | 16.31M | 7.60% | 16.00M | — | 16.31M | — | HC | Delaware | 2024-01-26 | ↗ |
| 13 | CCMP Capital Investors III (Employee), L.P. | 4.16M | 1.80% | — | 4.16M | — | 4.16M | PN | Delaware | 2022-02-09 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 23.50M +389.6K (+1.7%) | 363.01M +13.6M (+3.9%) | 10.84% +0.158 pp | 0.01% +0.000 pp | USD15.25 +1.3% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 20.93M +105.5K (+0.5%) | 323.42M +8.5M (+2.7%) | 9.65% +0.029 pp | 0.00% +0.000 pp | USD16.67 -7.3% | 20 qtrs — |
| 3 | JPMORGAN CHASE & CO | 11.91M +228.4K (+2.0%) | 184.04M +7.4M (+4.2%) | 5.49% +0.094 pp | 0.01% +0.001 pp | USD15.19 +1.7% | 20 qtrs — |
| 4 | FMR LLC | 10.44M -421.1K (-3.9%) | 161.35M -2.9M (-1.8%) | 4.82% -0.205 pp | 0.01% 0.000 pp | USD12.02 +28.5% | 16 qtrs — |
| 5 | FIDUCIARY MANAGEMENT INC /WI/ | 9.09M +1.1M (+13.2%) | 140.44M +19.1M (+15.7%) | 4.19% +0.483 pp | 1.54% +0.316 pp | USD14.70 +5.1% | 5 qtrs — |
| 6 | MIC CAPITAL MANAGEMENT UK LLP | 8.32M -1.6M (-15.8%) | 128.59M -20.8M (-13.9%) | 3.84% -0.727 pp | 29.14% -0.716 pp | USD15.26 +1.2% | 6 qtrs — |
| 7 | NEUBERGER BERMAN GROUP LLC | 7.29M -435.3K (-5.6%) | 112.69M -4.2M (-3.6%) | 3.36% -0.208 pp | 0.08% -0.002 pp | USD19.10 -19.1% | 20 qtrs — |
| 8 | AMERICAN CENTURY COMPANIES INC | 6.96M +312.1K (+4.7%) | 107.57M +7.0M (+7.0%) | 3.21% +0.138 pp | 0.05% +0.003 pp | USD13.79 +12.0% | 20 qtrs — |
| 9 | DIMENSIONAL FUND ADVISORS LP | 6.69M +321.2K (+5.0%) | 103.41M +7.1M (+7.3%) | 3.09% +0.142 pp | 0.02% +0.001 pp | USD13.35 +15.7% | 16 qtrs — |
| 10 | VICTORY CAPITAL MANAGEMENT INC | 6.58M -245.7K (-3.6%) | 101.73M -1.5M (-1.5%) | 3.04% -0.120 pp | 0.06% -0.003 pp | USD11.80 +30.9% | 18 qtrs — |
| 11 | STATE STREET CORP | 6.05M +430.2K (+7.7%) | 93.41M +8.5M (+10.0%) | 2.79% +0.193 pp | 0.00% +0.000 pp | USD15.34 +0.7% | 19 qtrs — |
| 12 | GREENHOUSE FUNDS LLLP | 5.95M +103.6K (+1.8%) | 91.96M +3.5M (+4.0%) | 2.75% +0.042 pp | 3.32% +0.087 pp | USD13.88 +11.3% | 10 qtrs — |
| 13 | MORGAN STANLEY | 5.15M +25.5K (+0.5%) | 79.56M +2.1M (+2.7%) | 2.38% +0.007 pp | 0.00% +0.000 pp | USD12.71 +21.6% | 20 qtrs — |
| 14 | JENNISON ASSOCIATES LLC | 4.71M +103.3K (+2.2%) | 72.74M +3.1M (+4.5%) | 2.17% +0.043 pp | 0.04% +0.003 pp | USD13.05 +18.4% | 12 qtrs — |
| 15 | WESTWOOD HOLDINGS GROUP INC | 4.59M -434.4K (-8.6%) | 70.94M -5.1M (-6.6%) | 2.12% -0.205 pp | 0.58% +0.034 pp | USD14.38 +7.4% | 3 qtrs — |
| 16 | MICHAEL & SUSAN DELL FOUNDATION | 4.34M -737.0K (-14.5%) | 67.06M -9.7M (-12.6%) | 2.00% -0.345 pp | 2.32% -0.805 pp | USD15.30 +1.0% | 6 qtrs — |
| 17 | AQR CAPITAL MANAGEMENT LLC | 4.19M +1.7M (+66.8%) | 64.75M +27.2M (+72.2%) | 1.93% +0.772 pp | 0.03% +0.010 pp | USD15.14 +2.0% | 6 qtrs — |
| 18 | WELLINGTON MANAGEMENT GROUP LLP | 3.99M -3.6M (-47.2%) | 61.58M -52.5M (-46.0%) | 1.84% -1.650 pp | 0.01% -0.009 pp | USD14.20 +8.8% | 6 qtrs — |
| 19 | INVESCO LTD. | 3.52M +313.6K (+9.8%) | 54.36M +5.9M (+12.2%) | 1.62% +0.142 pp | 0.01% +0.001 pp | USD15.06 +2.6% | 19 qtrs — |
| 20 | GEODE CAPITAL MANAGEMENT, LLC | 3.32M +58.8K (+1.8%) | 51.33M +2.0M (+4.0%) | 1.53% +0.024 pp | 0.00% +0.000 pp | USD15.29 +1.0% | 19 qtrs — |
| 21 | BANK OF AMERICA CORP /DE/ | 3.31M -111.1K (-3.2%) | 51.11M -587.5K (-1.1%) | 1.53% -0.055 pp | 0.00% +0.000 pp | USD14.30 +8.0% | 20 qtrs — |
| 22 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2.73M -223.9K (-7.6%) | 43.02M -1.1M (-2.4%) | 1.26% -0.106 pp | 0.03% -0.002 pp | USD13.00 +18.8% | 11 qtrs — |
| 23 | GOTHAM ASSET MANAGEMENT, LLC | 2.59M +647.5K (+33.3%) | 40.09M +10.6M (+36.2%) | 1.20% +0.297 pp | 0.15% +0.018 pp | USD15.13 +2.1% | 17 qtrs — |
| 24 | COLONY GROUP, LLC | 2.58M +2.6M (+17,180.8%) | 39.81M +39.6M (+16,254.8%) | 1.19% +1.182 pp | 0.05% +0.045 pp | USD15.45 +0.0% | 5 qtrs — |
| 25 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.37M +417.4K (+21.4%) | 36.61M +7.1M (+24.0%) | 1.09% +0.191 pp | 0.02% +0.003 pp | USD15.32 +0.8% | 8 qtrs — |
| 26 | DF DENT & CO INC | 2.28M -43.7K (-1.9%) | 35.18M +90.9K (+0.3%) | 1.05% -0.022 pp | 0.51% +0.053 pp | USD14.94 +3.4% | 6 qtrs — |
| 27 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.26M -81.3K (-3.5%) | 34.97M -482.0K (-1.4%) | 1.04% -0.040 pp | 0.01% +0.000 pp | USD10.78 +43.3% | 13 qtrs — |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.93M +22.7K (+1.2%) | 29.80M +979.2K (+3.4%) | 0.89% +0.009 pp | 0.00% +0.000 pp | USD15.97 -3.3% | 19 qtrs — |
| 29 | TRIGRAN INVESTMENTS, INC. | 1.88M +— (+0.0%) | 29.04M +620.2K (+2.2%) | 0.87% -0.002 pp | 5.72% +0.570 pp | USD13.73 +12.5% | 7 qtrs — |
| 30 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.82M -188.5K (-9.4%) | 28.15M -2.2M (-7.4%) | 0.84% -0.089 pp | 0.08% 0.000 pp | USD15.12 +2.2% | 2 qtrs — |
| 31 | CRAMER ROSENTHAL MCGLYNN LLC | 1.77M +41.4K (+2.4%) | 27.31M +1.2M (+4.6%) | 0.82% +0.018 pp | 1.76% +0.135 pp | USD14.28 +8.2% | 20 qtrs — |
| 32 | NORTHERN TRUST CORP | 1.75M -113.5K (-6.1%) | 26.99M -1.1M (-4.0%) | 0.81% -0.054 pp | 0.00% 0.000 pp | USD13.97 +10.6% | 19 qtrs — |
| 33 | BANK OF NEW YORK MELLON CORP | 1.65M -57.8K (-3.4%) | 25.56M -328.8K (-1.3%) | 0.76% -0.028 pp | 0.00% -0.001 pp | USD14.84 +4.1% | 19 qtrs — |
| 34 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 1.47M +11.0K (+0.8%) | 22.69M +650.8K (+3.0%) | 0.68% +0.004 pp | 0.53% -0.001 pp | USD10.50 +47.1% | 13 qtrs — |
| 35 | APERTURE INVESTORS, LLC | 1.39M -8.0K (-0.6%) | 21.43M +336.8K (+1.6%) | 0.64% -0.005 pp | 2.45% -0.442 pp | USD14.80 +4.4% | 5 qtrs — |
| 36 | WCM INVESTMENT MANAGEMENT, LLC | 1.30M -326.8K (-20.0%) | 20.55M -3.8M (-15.6%) | 0.60% -0.152 pp | 0.04% -0.008 pp | USD12.41 +24.5% | 13 qtrs — |
| 37 | METLIFE INVESTMENT MANAGEMENT, LLC | 1.31M +455.0K (+53.1%) | 20.27M +7.3M (+56.4%) | 0.61% +0.209 pp | 0.10% +0.036 pp | USD14.45 +6.9% | 18 qtrs — |
| 38 | AMERIPRISE FINANCIAL INC | 1.14M -45.0K (-3.8%) | 17.56M -304.6K (-1.7%) | 0.52% -0.022 pp | 0.00% 0.000 pp | USD16.09 -4.0% | 20 qtrs — |
| 39 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 1.08M +224.8K (+26.2%) | 16.75M +3.8M (+28.9%) | 0.50% +0.103 pp | 0.06% +0.014 pp | USD21.55 -28.3% | 17 qtrs — |
| 40 | RAYMOND JAMES FINANCIAL INC | 933.9K -343.3K (-26.9%) | 14.71M -4.6M (-23.8%) | 0.43% -0.160 pp | 0.00% -0.002 pp | USD14.68 +5.2% | 5 qtrs — |
| 41 | PRINCIPAL FINANCIAL GROUP INC | 947.7K -8.6K (-0.9%) | 14.64M +182.1K (+1.3%) | 0.44% -0.005 pp | 0.01% +0.000 pp | USD14.45 +6.9% | 10 qtrs — |
| 42 | UBS GROUP AG | 864.0K -317.5K (-26.9%) | 13.35M -4.5M (-25.3%) | 0.40% -0.148 pp | 0.00% -0.001 pp | USD14.11 +9.5% | 19 qtrs — |
| 43 | HUDSON BAY CAPITAL MANAGEMENT LP | 854.4K +204.7K (+31.5%) | 13.20M +3.4M (+34.4%) | 0.39% +0.094 pp | 0.04% +0.011 pp | USD14.79 +4.5% | 5 qtrs — |
| 44 | GLENMEDE TRUST CO NA | 846.0K +846.0K (+100.0%) | 13.07M +13.1M (+100.0%) | 0.39% +0.390 pp | 0.06% +0.062 pp | USD15.45 +0.0% | 1 qtrs NEW |
| 45 | GRANITE INVESTMENT PARTNERS, LLC | 795.8K -37.3K (-4.5%) | 12.30M -301.5K (-2.4%) | 0.37% -0.018 pp | 0.73% +0.014 pp | USD13.59 +13.7% | 12 qtrs — |
| 46 | SCOPUS ASSET MANAGEMENT, L.P. | 767.1K +136.5K (+21.7%) | 11.85M +2.3M (+24.3%) | 0.35% +0.062 pp | 0.19% +0.064 pp | USD15.27 +1.2% | 5 qtrs — |
| 47 | QUBE RESEARCH & TECHNOLOGIES LTD | 757.1K +690.2K (+1,031.9%) | 11.70M +10.7M (+1,056.6%) | 0.35% +0.318 pp | 0.01% +0.011 pp | USD15.42 +0.2% | 2 qtrs — |
| 48 | NUVEEN, LLC | 705.5K -9.6K (-1.3%) | 10.90M +87.1K (+0.8%) | 0.33% -0.005 pp | 0.00% +0.000 pp | USD13.92 +11.0% | 4 qtrs — |
| 49 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 691.0K -86.7K (-11.1%) | 10.68M -1.1M (-9.2%) | 0.32% -0.041 pp | 0.04% -0.007 pp | USD14.44 +7.0% | 10 qtrs — |
| 50 | RENAISSANCE TECHNOLOGIES LLC | 610.4K +125.0K (+25.7%) | 9.43M +2.1M (+28.5%) | 0.28% +0.057 pp | 0.01% +0.005 pp | USD15.12 +2.2% | 5 qtrs — |
| 51 | SCHONFELD STRATEGIC ADVISORS LLC | 600.9K -730.1K (-54.9%) | 9.28M -10.8M (-53.9%) | 0.28% -0.338 pp | 0.04% -0.073 pp | USD14.82 +4.3% | 20 qtrs — |
| 52 | STONEPINE ASSET MANAGEMENT INC. | 595.2K +— (+0.0%) | 9.20M +196.4K (+2.2%) | 0.27% -0.001 pp | 0.06% +0.001 pp | USD13.96 +10.7% | 3 qtrs — |
| 53 | LEITH WHEELER INVESTMENT COUNSEL LTD. | 566.4K -19.9K (-3.4%) | 8.75M -113.2K (-1.3%) | 0.26% -0.010 pp | 0.66% +0.057 pp | USD14.40 +7.3% | 6 qtrs — |
| 54 | CI INVESTMENTS INC. | 543.4K -51.3K (-8.6%) | 8.40M -596.8K (-6.6%) | 0.25% -0.024 pp | 0.04% +0.004 pp | USD14.20 +8.8% | 16 qtrs — |
| 55 | LEGAL & GENERAL GROUP PLC | 530.8K -28.4K (-5.1%) | 8.20M -254.4K (-3.0%) | 0.24% -0.014 pp | 0.00% 0.000 pp | USD14.58 +6.0% | 20 qtrs — |
| 56 | UBS ASSET MANAGEMENT AMERICAS INC | 500.5K -19.9K (-3.8%) | 7.73M -136.5K (-1.7%) | 0.23% -0.010 pp | 0.00% 0.000 pp | USD14.93 +3.5% | 18 qtrs — |
| 57 | TREXQUANT INVESTMENT LP | 487.7K +396.3K (+433.7%) | 7.53M +6.2M (+445.4%) | 0.22% +0.183 pp | 0.07% +0.053 pp | USD15.21 +1.6% | 5 qtrs — |
| 58 | GOLDMAN SACHS GROUP INC | 457.2K -38.0K (-7.7%) | 7.06M -424.0K (-5.7%) | 0.21% -0.018 pp | 0.00% +0.000 pp | USD13.52 +14.3% | 20 qtrs — |
| 59 | RHUMBLINE ADVISERS | 434.2K -6.9K (-1.6%) | 6.71M +38.8K (+0.6%) | 0.20% -0.004 pp | 0.01% +0.000 pp | USD15.09 +2.4% | 19 qtrs — |
| 60 | SWISS NATIONAL BANK | 427.3K +7.9K (+1.9%) | 6.60M +260.5K (+4.1%) | 0.20% +0.003 pp | 0.00% +0.000 pp | USD16.21 -4.7% | 17 qtrs — |
| 61 | MADISON ASSET MANAGEMENT, LLC | 423.9K +2.7K (+0.6%) | 6.55M +181.0K (+2.8%) | 0.20% +0.001 pp | 0.08% +0.005 pp | USD14.22 +8.6% | 10 qtrs — |
| 62 | SEI INVESTMENTS CO | 404.4K +27.7K (+7.3%) | 6.25M +552.0K (+9.7%) | 0.19% +0.012 pp | 0.01% +0.000 pp | USD14.31 +8.0% | 20 qtrs — |
| 63 | DE LISLE PARTNERS LLP | 397.5K -2.7K (-0.7%) | 6.14M +88.0K (+1.5%) | 0.18% -0.002 pp | 0.79% +0.046 pp | USD15.26 +1.2% | 6 qtrs — |
| 64 | IEQ CAPITAL, LLC | 389.9K +171.0K (+78.1%) | 6.02M +2.7M (+82.0%) | 0.18% +0.079 pp | 0.02% +0.008 pp | USD15.36 +0.6% | 6 qtrs — |
| 65 | MSD CAPITAL L P | 384.2K -223.8K (-36.8%) | 5.94M -3.3M (-35.4%) | 0.18% -0.104 pp | 6.68% -2.188 pp | USD15.34 +0.7% | 6 qtrs — |
| 66 | VERITION FUND MANAGEMENT LLC | 363.6K +11.9K (+3.4%) | 5.62M +300.4K (+5.6%) | 0.17% +0.005 pp | 0.02% +0.000 pp | USD14.64 +5.5% | 7 qtrs — |
| 67 | FIRST TRUST ADVISORS LP | 361.7K -343.2K (-48.7%) | 5.59M -5.1M (-47.6%) | 0.17% -0.159 pp | 0.00% -0.004 pp | USD13.95 +10.8% | 18 qtrs — |
| 68 | HEARTLAND ADVISORS INC | 348.1K -54.1K (-13.4%) | 5.38M -702.6K (-11.6%) | 0.16% -0.025 pp | 0.29% -0.032 pp | USD13.81 +11.9% | 7 qtrs — |
| 69 | CITIGROUP INC | 338.8K +36.1K (+11.9%) | 5.24M +657.5K (+14.4%) | 0.16% +0.016 pp | 0.00% +0.000 pp | USD15.42 +0.2% | 19 qtrs — |
| 70 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 328.6K +55.9K (+20.5%) | 5.08M +953.8K (+23.1%) | 0.15% +0.026 pp | 0.17% +0.012 pp | USD15.18 +1.8% | 2 qtrs — |
| 71 | BIRCH HILL INVESTMENT ADVISORS LLC | 324.2K +— (+0.0%) | 5.01M +107.0K (+2.2%) | 0.15% 0.000 pp | 0.21% +0.002 pp | USD15.29 +1.0% | 6 qtrs — |
| 72 | CITADEL ADVISORS LLC | 310.6K +225.2K (+263.5%) | 4.80M +3.5M (+271.5%) | 0.14% +0.104 pp | 0.00% +0.001 pp | USD15.13 +2.1% | 20 qtrs — |
| 73 | HOMESTEAD ADVISERS CORP | 280.9K -90.6K (-24.4%) | 4.34M -1.3M (-22.7%) | 0.13% -0.042 pp | 0.11% -0.019 pp | USD10.37 +49.0% | 14 qtrs — |
| 74 | CERITY PARTNERS LLC | 249.4K +89.8K (+56.2%) | 3.85M +1.4M (+59.7%) | 0.12% +0.041 pp | 0.01% +0.002 pp | USD15.28 +1.1% | 6 qtrs — |
| 75 | ALGERT GLOBAL LLC | 233.6K +233.6K (+100.0%) | 3.61M +3.6M (+100.0%) | 0.11% +0.108 pp | 0.06% +0.056 pp | USD15.45 +0.0% | 7 qtrs — |
| 76 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 228.1K -20.7K (-8.3%) | 3.52M -237.7K (-6.3%) | 0.11% -0.010 pp | 0.01% -0.001 pp | USD15.16 +1.9% | 19 qtrs — |
| 77 | MAN GROUP PLC | 218.5K -388.5K (-64.0%) | 3.38M -5.8M (-63.2%) | 0.10% -0.180 pp | 0.01% -0.010 pp | USD15.01 +2.9% | 13 qtrs — |
| 78 | PRUDENTIAL FINANCIAL INC | 211.2K -22.3K (-9.6%) | 3.26M -267.6K (-7.6%) | 0.10% -0.011 pp | 0.00% 0.000 pp | USD15.00 +3.0% | 10 qtrs — |
| 79 | STATE OF WISCONSIN INVESTMENT BOARD | 208.5K -30.2K (-12.7%) | 3.22M -387.8K (-10.7%) | 0.10% -0.014 pp | 0.01% -0.001 pp | USD15.30 +1.0% | 20 qtrs — |
| 80 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 200.7K -180.0 (-0.1%) | 3.10M +63.5K (+2.1%) | 0.09% 0.000 pp | 0.00% +0.000 pp | USD17.00 -9.1% | 19 qtrs — |
| 81 | MAGNETAR FINANCIAL LLC | 194.6K +158.3K (+435.2%) | 3.01M +2.5M (+446.9%) | 0.09% +0.073 pp | 0.03% +0.026 pp | USD15.39 +0.4% | 2 qtrs — |
| 82 | NEW YORK STATE COMMON RETIREMENT FUND | 190.9K +6.6K (+3.6%) | 2.95M +162.8K (+5.8%) | 0.09% +0.003 pp | 0.00% +0.000 pp | USD14.81 +4.3% | 19 qtrs — |
| 83 | NEW AGE ALPHA ADVISORS, LLC | 189.9K +189.9K (+100.0%) | 2.93M +2.9M (+100.0%) | 0.09% +0.088 pp | 0.13% +0.126 pp | USD15.45 +0.0% | 1 qtrs NEW |
| 84 | RAFFERTY ASSET MANAGEMENT, LLC | 184.6K +26.8K (+17.0%) | 2.85M +466.2K (+19.5%) | 0.09% +0.012 pp | 0.01% +0.002 pp | USD14.39 +7.4% | 16 qtrs — |
| 85 | WELLS FARGO & COMPANY/MN | 184.5K -8.0K (-4.1%) | 2.85M -59.5K (-2.0%) | 0.09% -0.004 pp | 0.00% +0.000 pp | USD14.41 +7.2% | 20 qtrs — |
| 86 | GLUSKIN SHEFF & ASSOC INC | 175.3K -48.7K (-21.8%) | 2.71M -679.1K (-20.1%) | 0.08% -0.023 pp | 0.38% -0.052 pp | USD14.14 +9.3% | 3 qtrs — |
| 87 | QUANTINNO CAPITAL MANAGEMENT LP | 165.8K +70.5K (+74.0%) | 2.56M +1.1M (+77.8%) | 0.08% +0.032 pp | 0.01% +0.001 pp | USD15.05 +2.7% | 5 qtrs — |
| 88 | ROYAL BANK OF CANADA | 165.2K -160.7K (-49.3%) | 2.55M -2.4M (-48.2%) | 0.08% -0.074 pp | 0.00% 0.000 pp | USD14.04 +10.0% | 20 qtrs — |
| 89 | POLAR ASSET MANAGEMENT PARTNERS INC. | 155.9K +27.2K (+21.1%) | 2.41M +462.2K (+23.7%) | 0.07% +0.012 pp | 0.03% +0.009 pp | USD14.09 +9.7% | 14 qtrs — |
| 90 | MARINER, LLC | 153.1K +92.5K (+152.7%) | 2.37M +1.5M (+158.7%) | 0.07% +0.043 pp | 0.00% +0.002 pp | USD14.67 +5.3% | 13 qtrs — |
| 91 | INTECH INVESTMENT MANAGEMENT LLC | 150.7K +118.7K (+371.8%) | 2.33M +1.8M (+382.1%) | 0.07% +0.055 pp | 0.02% +0.017 pp | USD15.38 +0.5% | 2 qtrs — |
| 92 | PRICE T ROWE ASSOCIATES INC /MD/ | 144.1K +15.2K (+11.8%) | 2.23M +277.0K (+14.2%) | 0.07% +0.007 pp | 0.00% +0.000 pp | USD14.59 +5.9% | 18 qtrs — |
| 93 | STATE OF NEW JERSEY COMMON PENSION FUND D | 141.3K +6.8K (+5.1%) | 2.18M +149.5K (+7.3%) | 0.07% +0.003 pp | 0.01% +0.000 pp | USD13.99 +10.4% | 4 qtrs — |
| 94 | THRIVENT FINANCIAL FOR LUTHERANS | 137.1K -6.7K (-4.7%) | 2.12M -57.0K (-2.6%) | 0.06% -0.003 pp | 0.00% -0.001 pp | USD14.43 +7.1% | 10 qtrs — |
| 95 | CWM, LLC | 137.0K +57.0K (+71.3%) | 2.12M +907.0K (+75.0%) | 0.06% +0.026 pp | 0.01% +0.002 pp | USD15.33 +0.8% | 16 qtrs — |
| 96 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 136.6K -29.1K (-17.6%) | 2.11M -395.6K (-15.8%) | 0.06% -0.014 pp | 0.03% -0.004 pp | USD9.02 +71.3% | 14 qtrs — |
| 97 | BARCLAYS PLC | 132.5K +48.8K (+58.4%) | 2.05M +763.7K (+59.5%) | 0.06% +0.022 pp | 0.00% +0.000 pp | USD14.41 +7.2% | 16 qtrs — |
| 98 | BNP PARIBAS ARBITRAGE, SNC | 129.1K -7.2K (-5.3%) | 2.00M -66.5K (-3.2%) | 0.06% -0.004 pp | 0.00% 0.000 pp | USD14.95 +3.3% | 5 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Harbor Active Small Cap ETF (SMLL) SMLL | 1.42% | 194.9K | 0.80% |
| 2 | JPMorgan Active Small Cap Value ETF JPSV | 1.14% | 303.7K | 0.55% |
| 3 | Kovitz Core Equity ETF EQTY | 1.07% | 13.68M | 0.99% |
| 4 | Neuberger Berman Small-Mid Cap ETF NBSM | 1.06% | 1.22M | 0.75% |
| 5 | Invesco S&P SmallCap Industrials ETF PSCI | 1.03% | 1.90M | 0.29% |
| 6 | Hoya Capital Housing ETF HOMZ | 0.84% | 291.6K | 0.30% |
| 7 | American Century Small Cap Growth Insights ETF ACSG | 0.73% | 183.8K | 0.49% |
| 8 | iShares U.S. Home Construction ETF ITB | 0.65% | 15.95M | 0.38% |
| 9 | First Trust Industrials/Producer Durables AlphaDEX Fund FXR | 0.61% | 4.47M | 0.60% |
| 10 | Lazard US Systematic Small Cap Equity ETF SYZ | 0.41% | 219.3K | 0.74% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-01 | HOLLERAN KEVIN | Director / Officer | M-Exempt | D | Stock Options (Right to Buy) | 52,389 | 1.40 | 73.3K | 2,305,014 | D | ↗ |
| 2026-03-04 | Lewis Raymond H JR | Officer | F-InKind | D | Common Stock | 1,603 | 15.58 | 25.0K | 47,206 | D | ↗ |
| 2026-03-04 | Jones Eifion | Officer | F-InKind | D | Common Stock | 4,821 | 15.58 | 75.1K | 316,100 | D | ↗ |
| 2026-03-04 | HOLLERAN KEVIN | Director / Officer | F-InKind | D | Common Stock | 18,919 | 15.58 | 294.8K | 701,234 | D | ↗ |
| 2026-03-04 | Collins John Alec | Officer | F-InKind | D | Common Stock | 3,013 | 15.58 | 46.9K | 315,000 | D | ↗ |
| 2026-03-04 | Canning Susan M. | Officer | F-InKind | D | Common Stock | 3,235 | 15.58 | 50.4K | 101,595 | D | ↗ |
| 2026-03-02 | Sejourne Eric | Officer | F-InKind | D | Common Stock | 2,135 | 16.00 | 34.2K | 65,393 | D | ↗ |
| 2026-03-02 | Ramirez Dario Vicario | Officer | F-InKind | D | Common Stock | 721 | 16.00 | 11.5K | 12,168 | D | ↗ |
| 2026-03-02 | Lewis Raymond H JR | Officer | F-InKind | D | Common Stock | 1,611 | 16.00 | 25.8K | 48,809 | D | ↗ |
| 2026-03-02 | Jones Eifion | Officer | F-InKind | D | Common Stock | 1,431 | 15.98 | 22.9K | 328,330 | D | ↗ |
| 2026-03-02 | HOLLERAN KEVIN | Director / Officer | F-InKind | D | Common Stock | 38,133 | 16.00 | 610.1K | 720,153 | D | ↗ |
| 2026-03-02 | Gallagher Kevin | Officer | F-InKind | D | Common Stock | 1,475 | 16.00 | 23.6K | 37,056 | D | ↗ |
| 2026-03-02 | Collins John Alec | Officer | F-InKind | D | Common Stock | 4,423 | 16.00 | 70.8K | 318,013 | D | ↗ |
| 2026-03-02 | Canning Susan M. | Officer | F-InKind | D | Common Stock | 885 | 15.98 | 14.1K | 111,160 | D | ↗ |
| 2026-02-27 | Soucy Arthur L | Director | A-Award | A | Common Stock | 1,329 | 0.00 | — | 48,051 | D | ↗ |
| 2026-02-27 | Sejourne Eric | Officer | A-Award | A | Common Stock | 18,750 | 0.00 | — | 67,528 | D | ↗ |
| 2026-02-27 | Ramirez Dario Vicario | Officer | A-Award | A | Common Stock | 5,071 | 0.00 | — | 12,889 | D | ↗ |
| 2026-02-27 | Lewis Raymond H JR | Officer | A-Award | A | Common Stock | 15,625 | 0.00 | — | 50,420 | D | ↗ |
| 2026-02-27 | Keating Ronald C | Director | A-Award | A | Common Stock | 1,329 | 0.00 | — | 47,147 | D | ↗ |
| 2026-02-27 | Jones Eifion | Officer | A-Award | A | Common Stock | 37,500 | 0.00 | — | 324,731 | D | ↗ |
| 2026-02-27 | HOLLERAN KEVIN | Director / Officer | A-Award | A | Common Stock | 125,000 | 0.00 | — | 748,540 | D | ↗ |
| 2026-02-27 | Gallagher Kevin | Officer | A-Award | A | Common Stock | 13,282 | 0.00 | — | 38,531 | D | ↗ |
| 2026-02-27 | Felice Stephen J | Director | A-Award | A | Common Stock | 1,954 | 0.00 | — | 346,157 | D | ↗ |
| 2026-02-27 | Collins John Alec | Officer | A-Award | A | Common Stock | 23,438 | 0.00 | — | 320,582 | D | ↗ |
| 2026-02-27 | Canning Susan M. | Officer | A-Award | A | Common Stock | 22,657 | 0.00 | — | 108,668 | D | ↗ |
| 2026-02-27 | Brown Kevin D. | Director | A-Award | A | Common Stock | 1,329 | 0.00 | — | 3,209,408 | D | ↗ |
| 2026-02-02 | HOLLERAN KEVIN | Director / Officer | M-Exempt | D | Stock Options (Right to Buy) | 52,389 | 1.40 | 73.3K | 2,409,792 | D | ↗ |
| 2026-01-05 | HOLLERAN KEVIN | Director / Officer | M-Exempt | D | Stock Options (Right to Buy) | 52,390 | 1.40 | 73.3K | 2,462,181 | D | ↗ |
| 2025-12-05 | HOLLERAN KEVIN | Director / Officer | M-Exempt | A | Common Stock | 60,571 | 1.40 | 84.8K | 684,111 | D | ↗ |
| 2025-11-03 | HOLLERAN KEVIN | Director / Officer | M-Exempt | D | Stock Options (Right to Buy) | 60,571 | 1.40 | 84.8K | 2,575,142 | D | ↗ |
| 2025-10-31 | Canning Susan M. | Officer | A-Award | A | Common Stock | 919 | 11.92 | 11.0K | 86,011 | D | ↗ |
| 2025-10-30 | Soucy Arthur L | Director | A-Award | A | Common Stock | 1,235 | 0.00 | — | 46,722 | D | ↗ |
| 2025-10-30 | Keating Ronald C | Director | A-Award | A | Common Stock | 1,235 | 0.00 | — | 45,818 | D | ↗ |
| 2025-10-30 | Felice Stephen J | Director | A-Award | A | Common Stock | 1,815 | 0.00 | — | 344,203 | D | ↗ |
| 2025-10-30 | Brown Kevin D. | Director | A-Award | A | Common Stock | 7,550 | 0.00 | — | 3,208,079 | D | ↗ |
| 2025-10-29 | Jones Eifion | Officer | M-Exempt | D | Stock Options (Right to Buy) | 25,000 | 1.40 | 35.0K | 890,375 | D | ↗ |
| 2025-10-01 | HOLLERAN KEVIN | Director / Officer | M-Exempt | D | Stock Options (Right to Buy) | 60,571 | 1.40 | 84.8K | 2,635,713 | D | ↗ |
| 2025-09-03 | HOLLERAN KEVIN | Director / Officer | M-Exempt | A | Common Stock | 60,571 | 1.40 | 84.8K | 684,111 | D | ↗ |
| 2025-08-13 | Jones Eifion | Officer | M-Exempt | D | Stock Options (Right to Buy) | 20,000 | 1.40 | 28.0K | 915,375 | D | ↗ |
| 2025-08-04 | HOLLERAN KEVIN | Director / Officer | M-Exempt | D | Stock Options (Right to Buy) | 60,571 | 1.40 | 84.8K | 2,756,855 | D | ↗ |
| 2025-08-01 | Ramirez Dario Vicario | Officer | F-InKind | D | Common Stock | 598 | 15.38 | 9.2K | 7,818 | D | ↗ |
| 2025-08-01 | Lewis Raymond H JR | Officer | F-InKind | D | Common Stock | 1,247 | 15.38 | 19.2K | 34,795 | D | ↗ |
| 2025-08-01 | Gallagher Kevin | Officer | F-InKind | D | Common Stock | 1,683 | 15.38 | 25.9K | 25,249 | D | ↗ |
| 2025-07-31 | Soucy Arthur L | Director | A-Award | A | Common Stock | 1,382 | 0.00 | — | 45,487 | D | ↗ |
| 2025-07-31 | Keating Ronald C | Director | A-Award | A | Common Stock | 1,382 | 0.00 | — | 44,583 | D | ↗ |
| 2025-07-31 | Felice Stephen J | Director | A-Award | A | Common Stock | 2,032 | 0.00 | — | 342,388 | D | ↗ |
| 2025-07-30 | Jones Eifion | Officer | S-Sale | D | Common Stock | 15,000 | 15.50 | 232.5K | 287,231 | D | ↗ |
| 2025-07-29 | Collins John Alec | Officer | F-InKind | D | Common Stock | 903 | 14.97 | 13.5K | 297,144 | D | ↗ |
| 2025-07-03 | HOLLERAN KEVIN | Director / Officer | M-Exempt | D | Stock Options (Right to Buy) | 60,571 | 1.40 | 84.8K | 2,817,426 | D | ↗ |
| 2025-07-01 | Jones Eifion | Officer | M-Exempt | D | Stock Options (Right to Buy) | 10,000 | 1.40 | 14.0K | 950,375 | D | ↗ |
| 2025-06-16 | HOLLERAN KEVIN | Director / Officer | M-Exempt | D | Stock Options (Right to Buy) | 60,574 | 1.40 | 84.8K | 2,877,997 | D | ↗ |
| 2025-06-10 | MSD Partners, L.P. | Director | J-Other | D | Common Stock | 1,192,998 | 0.00 | — | 0 | I | ↗ |
| 2025-06-10 | Jones Eifion | Officer | M-Exempt | A | Common Stock | 30,000 | 1.40 | 42.0K | 317,231 | D | ↗ |
| 2025-06-03 | MSD Partners, L.P. | Director | S-Sale | D | Common Stock | 153,474 | 13.92 | 2.14M | 1,192,998 | I | ↗ |
| 2025-05-22 | Ward Edward D | Director | A-Award | A | Common Stock | 9,462 | 0.00 | — | 39,447 | D | ↗ |
| 2025-05-22 | WALKER LORI A | Director | A-Award | A | Common Stock | 9,462 | 0.00 | — | 48,799 | D | ↗ |
| 2025-05-22 | Soucy Arthur L | Director | A-Award | A | Common Stock | 9,462 | 0.00 | — | 44,105 | D | ↗ |
| 2025-05-22 | Silber Lawrence Harris | Director | A-Award | A | Common Stock | 9,462 | 0.00 | — | 56,799 | D | ↗ |
| 2025-05-22 | Keating Ronald C | Director | A-Award | A | Common Stock | 9,462 | 0.00 | — | 42,758 | D | ↗ |
| 2025-05-22 | Felice Stephen J | Director | A-Award | A | Common Stock | 14,920 | 0.00 | — | 340,356 | D | ↗ |
| 2025-05-22 | Dayhoff Diane | Director | A-Award | A | Common Stock | 9,462 | 0.00 | — | 46,799 | D | ↗ |
| 2025-05-05 | Sejourne Eric | Officer | F-InKind | D | Common Stock | 5,729 | 14.04 | 80.4K | 48,778 | D | ↗ |
| 2025-05-05 | HOLLERAN KEVIN | Director / Officer | M-Exempt | D | Stock Options (Right to Buy) | 50,000 | 1.40 | 70.0K | 2,938,571 | D | ↗ |
| 2025-05-02 | Soucy Arthur L | Director | A-Award | A | Common Stock | 1,514 | 14.04 | 21.3K | 34,643 | D | ↗ |
| 2025-05-02 | Keating Ronald C | Director | A-Award | A | Common Stock | 3,296 | 0.00 | — | 33,296 | D | ↗ |
| 2025-05-02 | Felice Stephen J | Director | A-Award | A | Common Stock | 2,226 | 0.00 | — | 325,436 | D | ↗ |
| 2025-04-30 | Canning Susan M. | Officer | A-Award | A | Common Stock | 1,556 | 11.33 | 17.6K | 85,092 | D | ↗ |
| 2025-04-03 | HOLLERAN KEVIN | Director / Officer | M-Exempt | D | Stock Options (Right to Buy) | 50,000 | 1.40 | 70.0K | 2,988,571 | D | ↗ |
| 2025-03-20 | Keating Ronald C | Director | — | — | Common Stock | 0 | 0.00 | — | 30,000 | D | ↗ |
| 2025-03-04 | Lewis Raymond H JR | Officer | F-InKind | D | Common Stock | 1,780 | 14.64 | 26.1K | 36,042 | D | ↗ |
| 2025-03-04 | Jones Eifion | Officer | F-InKind | D | Common Stock | 7,407 | 14.64 | 108.4K | 287,231 | D | ↗ |
| 2025-03-04 | HOLLERAN KEVIN | Director / Officer | M-Exempt | D | Stock Options (Right to Buy) | 50,000 | 1.40 | 70.0K | 3,038,571 | D | ↗ |
| 2025-03-04 | Collins John Alec | Officer | F-InKind | D | Common Stock | 3,356 | 14.64 | 49.1K | 298,047 | D | ↗ |
| 2025-03-04 | Canning Susan M. | Officer | F-InKind | D | Common Stock | 3,264 | 14.64 | 47.8K | 83,536 | D | ↗ |
| 2025-03-03 | Jones Eifion | Officer | F-InKind | D | Common Stock | 5,673 | 14.49 | 82.2K | 294,638 | D | ↗ |
| 2025-03-03 | HOLLERAN KEVIN | Director / Officer | F-InKind | D | Common Stock | 18,255 | 14.49 | 264.5K | 642,571 | D | ↗ |
| 2025-03-03 | Collins John Alec | Officer | F-InKind | D | Common Stock | 2,136 | 14.49 | 31.0K | 301,403 | D | ↗ |
| 2025-03-03 | Canning Susan M. | Officer | F-InKind | D | Common Stock | 4,361 | 14.49 | 63.2K | 86,800 | D | ↗ |
| 2025-02-28 | Soucy Arthur L | Director | A-Award | A | Common Stock | 1,467 | 0.00 | — | 33,129 | D | ↗ |
| 2025-02-28 | Sejourne Eric | Officer | A-Award | A | Common Stock | 18,979 | 0.00 | — | 54,507 | D | ↗ |
| 2025-02-28 | Ramirez Dario Vicario | Officer | A-Award | A | Common Stock | 4,600 | 0.00 | — | 8,416 | D | ↗ |
| 2025-02-28 | Lewis Raymond H JR | Officer | A-Award | A | Common Stock | 14,321 | 0.00 | — | 37,822 | D | ↗ |
| 2025-02-28 | Jones Eifion | Officer | A-Award | A | Common Stock | 41,408 | 0.00 | — | 300,311 | D | ↗ |
| 2025-02-28 | HOLLERAN KEVIN | Director / Officer | A-Award | A | Common Stock | 138,027 | 0.00 | — | 660,826 | D | ↗ |
| 2025-02-28 | Gallagher Kevin | Officer | A-Award | A | Common Stock | 13,113 | 0.00 | — | 26,932 | D | ↗ |
| 2025-02-28 | Felice Stephen J | Director | A-Award | A | Common Stock | 2,157 | 0.00 | — | 323,210 | D | ↗ |
| 2025-02-28 | Collins John Alec | Officer | A-Award | A | Common Stock | 25,880 | 0.00 | — | 303,539 | D | ↗ |
| 2025-02-28 | Canning Susan M. | Officer | A-Award | A | Common Stock | 23,465 | 0.00 | — | 91,161 | D | ↗ |
| 2025-02-03 | HOLLERAN KEVIN | Director / Officer | M-Exempt | D | Stock Options (Right to Buy) | 50,000 | 1.40 | 70.0K | 3,088,571 | D | ↗ |
| 2025-01-02 | HOLLERAN KEVIN | Director / Officer | S-Sale | D | Common Stock | 50,000 | 15.32 | 766.0K | 522,799 | D | ↗ |
| 2024-12-02 | HOLLERAN KEVIN | Director / Officer | S-Sale | D | Common Stock | 50,000 | 15.98 | 799.1K | 522,799 | D | ↗ |
| 2024-11-15 | DELL MICHAEL S | 10% Owner | G-Gift | D | Common Stock | 600,000 | 0.00 | — | 11,021,534 | D | ↗ |
| 2024-11-14 | DELL MICHAEL S | 10% Owner | G-Gift | D | Common Stock | 600,000 | 0.00 | — | 11,621,534 | D | ↗ |
| 2024-11-13 | DELL MICHAEL S | 10% Owner | G-Gift | D | Common Stock | 600,000 | 0.00 | — | 12,221,534 | D | ↗ |
| 2024-11-12 | DELL MICHAEL S | 10% Owner | G-Gift | D | Common Stock | 600,000 | 0.00 | — | 12,821,534 | D | ↗ |
| 2024-11-11 | HOLLERAN KEVIN | Director / Officer | M-Exempt | D | Stock Options (Right to Buy) | 100,000 | 1.40 | 140.0K | 3,238,571 | D | ↗ |
| 2024-11-08 | Jones Eifion | Officer | M-Exempt | D | Stock Options (Right to Buy) | 75,000 | 1.40 | 105.0K | 990,375 | D | ↗ |
| 2024-11-08 | DELL MICHAEL S | 10% Owner | G-Gift | D | Common Stock | 600,000 | 0.00 | — | 13,421,534 | D | ↗ |
| 2024-11-07 | MSD Partners, L.P. | Director | J-Other | D | Common Stock | 1,231,935 | 0.00 | — | 0 | I | ↗ |
| 2024-11-07 | DELL MICHAEL S | 10% Owner | G-Gift | D | Common Stock | 600,000 | 0.00 | — | 13,480,173 | D | ↗ |
| 2024-11-06 | MSD Partners, L.P. | Director | S-Sale | D | Common Stock | 73,459 | 16.38 | 1.20M | 1,231,935 | I | ↗ |
| 2024-11-06 | DELL MICHAEL S | 10% Owner | G-Gift | D | Common Stock | 600,000 | 0.00 | — | 14,080,173 | D | ↗ |
| 2024-11-05 | DELL MICHAEL S | 10% Owner | G-Gift | D | Common Stock | 600,000 | 0.00 | — | 14,680,173 | D | ↗ |
| 2024-11-04 | DELL MICHAEL S | 10% Owner | G-Gift | D | Common Stock | 600,000 | 0.00 | — | 15,280,173 | D | ↗ |
| 2024-11-01 | DELL MICHAEL S | 10% Owner | G-Gift | D | Common Stock | 600,000 | 0.00 | — | 15,880,173 | D | ↗ |
| 2024-10-31 | DELL MICHAEL S | 10% Owner | G-Gift | D | Common Stock | 600,000 | 0.00 | — | 16,480,173 | D | ↗ |
| 2024-10-30 | Felice Stephen J | Director | A-Award | A | Common Stock | 3,996 | 0.00 | — | 321,053 | D | ↗ |
| 2024-09-13 | Collins John Alec | Officer | A-Award | A | Common Stock | 221,239 | 0.00 | — | 277,659 | — | ↗ |
| 2024-09-11 | MSD Partners, L.P. | Director / 10% Owner | J-Other | D | Common Stock | 65,003,866 | 0.00 | — | 0 | — | ↗ |
| 2024-09-11 | MSD CAPITAL L P | 10% Owner | — | — | Common Stock | 0 | 0.00 | — | 26,933,259 | I | ↗ |
| 2024-09-11 | MSD Aqua Partners, LLC | 10% Owner | J-Other | D | Common Stock | 65,003,866 | 0.00 | — | 0 | — | ↗ |
| 2024-09-03 | HOLLERAN KEVIN | Director / Officer | M-Exempt | A | Common Stock | 42,857 | 1.40 | 60.0K | 565,656 | — | ↗ |
| 2024-08-05 | HOLLERAN KEVIN | Director / Officer | M-Exempt | D | Stock Options (Right to Buy) | 42,857 | 1.40 | 60.0K | 3,381,428 | — | ↗ |
| 2024-08-05 | Canning Susan M. | Officer | F-InKind | D | Common Stock | 208 | 14.10 | 2.9K | 67,696 | — | ↗ |
| 2024-08-01 | Ramirez Dario Vicario | Officer | A-Award | A | Common Stock | 3,816 | 0.00 | — | 3,816 | — | ↗ |
| 2024-08-01 | MSD Partners, L.P. | Director / 10% Owner | J-Other | D | Common Stock | 6,534,219 | 0.00 | — | 65,003,866 | — | ↗ |
| 2024-08-01 | Lewis Raymond H JR | Officer | A-Award | A | Common Stock | 10,468 | 0.00 | — | 10,468 | — | ↗ |
| 2024-08-01 | Gallagher Kevin | Officer | A-Award | A | Common Stock | 1,885 | 0.00 | — | 1,885 | — | ↗ |
| 2024-07-29 | Collins John Alec | Officer | F-InKind | D | Common Stock | 910 | 13.46 | 12.2K | 56,420 | — | ↗ |
| 2024-07-16 | Canning Susan M. | Officer | S-Sale | D | Common Stock | 5,028 | 14.00 | 70.4K | 67,904 | — | ↗ |
| 2024-07-02 | HOLLERAN KEVIN | Director / Officer | M-Exempt | D | Stock Options (Right to Buy) | 42,857 | 1.40 | 60.0K | 3,424,285 | — | ↗ |
| 2024-06-05 | HOLLERAN KEVIN | Director / Officer | M-Exempt | D | Stock Options (Right to Buy) | 42,857 | 1.40 | 60.0K | 3,467,142 | — | ↗ |
| 2024-05-30 | Ward Edward D | Director | A-Award | A | Common Stock | 9,060 | 0.00 | — | 29,985 | — | ↗ |
| 2024-05-30 | WALKER LORI A | Director | A-Award | A | Common Stock | 9,060 | 0.00 | — | 39,337 | — | ↗ |
| 2024-05-30 | Soucy Arthur L | Director | A-Award | A | Common Stock | 9,060 | 0.00 | — | 31,662 | — | ↗ |
| 2024-05-30 | Silber Lawrence Harris | Director | A-Award | A | Common Stock | 9,060 | 0.00 | — | 47,337 | — | ↗ |
| 2024-05-30 | Sejourne Eric | Officer | — | D | Common Stock | 0 | 0.00 | — | 12,173 | — | ↗ |
| 2024-05-30 | Ramirez Dario Vicario | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-05-30 | Lewis Raymond H JR | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-05-30 | Gallagher Kevin | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-05-30 | Felice Stephen J | Director | A-Award | A | Common Stock | 14,286 | 0.00 | — | 317,057 | — | ↗ |
| 2024-05-30 | Dayhoff Diane | Director | A-Award | A | Common Stock | 9,060 | 0.00 | — | 37,337 | — | ↗ |
| 2024-05-06 | HOLLERAN KEVIN | Director / Officer | M-Exempt | D | Stock Options (Right to Buy) | 42,857 | 1.40 | 60.0K | 3,509,999 | — | ↗ |
| 2024-05-03 | Felice Stephen J | Director | A-Award | A | Common Stock | 2,035 | 0.00 | — | 302,771 | — | ↗ |
| 2024-04-17 | HOLLERAN KEVIN | Director / Officer | M-Exempt | D | Stock Options (Right to Buy) | 42,857 | 1.40 | 60.0K | 3,552,856 | — | ↗ |
| 2024-04-01 | HOLLERAN KEVIN | Director / Officer | M-Exempt | D | Stock Options (Right to Buy) | 61,429 | 1.40 | 86.0K | 3,595,713 | — | ↗ |
| 2024-03-13 | HOLLERAN KEVIN | Director / Officer | M-Exempt | A | Common Stock | 42,858 | 1.40 | 60.0K | 565,657 | — | ↗ |
| 2024-03-04 | Jones Eifion | Officer | A-Award | A | Common Stock | 50,848 | 0.00 | — | 258,903 | — | ↗ |
| 2024-03-04 | HOLLERAN KEVIN | Director / Officer | A-Award | A | Common Stock | 130,650 | 0.00 | — | 522,799 | — | ↗ |
| 2024-03-04 | Felice Stephen J | Director | A-Award | A | Common Stock | 2,031 | 0.00 | — | 300,736 | — | ↗ |
| 2024-03-04 | Emory Billy | Officer | A-Award | A | Common Stock | 9,534 | 0.00 | — | 24,461 | — | ↗ |
| 2024-03-04 | Collins John Alec | Officer | A-Award | A | Common Stock | 31,780 | 0.00 | — | 57,330 | — | ↗ |
| 2024-03-04 | Canning Susan M. | Officer | A-Award | A | Common Stock | 34,111 | 0.00 | — | 72,932 | — | ↗ |
| 2024-03-04 | BLASCO FERNANDO | Officer | F-InKind | D | Common Stock | 616 | 14.33 | 8.8K | 14,241 | — | ↗ |
| 2023-11-01 | Soucy Arthur L | Director | A-Award | A | Common Stock | 2,005 | 0.00 | — | 22,602 | — | ↗ |
| 2023-11-01 | Felice Stephen J | Director | A-Award | A | Common Stock | 2,713 | 0.00 | — | 298,705 | — | ↗ |
| 2023-10-30 | Emory Billy | Officer | F-InKind | D | Common Stock | 145 | 11.39 | 1.7K | 16,745 | — | ↗ |
| 2023-09-29 | BLASCO FERNANDO | Officer | M-Exempt | D | Stock Options (Right to Buy) | 9,250 | 1.80 | 16.7K | 29,250 | — | ↗ |
| 2023-08-30 | BLASCO FERNANDO | Officer | M-Exempt | D | Stock Options (Right to Buy) | 10,000 | 1.80 | 18.0K | 38,500 | — | ↗ |
| 2023-08-15 | BLASCO FERNANDO | Officer | M-Exempt | D | Stock Options (Right to Buy) | 10,000 | 1.80 | 18.0K | 48,500 | — | ↗ |
| 2023-08-04 | Soucy Arthur L | Director | A-Award | A | Common Stock | 1,493 | 0.00 | — | 20,597 | — | ↗ |
| 2023-08-04 | Felice Stephen J | Director | A-Award | A | Common Stock | 1,893 | 0.00 | — | 295,992 | — | ↗ |
| 2023-08-04 | Canning Susan M. | Officer | F-InKind | D | Common Stock | 211 | 14.69 | 3.1K | 43,173 | — | ↗ |
| 2023-08-03 | Jones Eifion | Officer | M-Exempt | A | Common Stock | 35,000 | 1.40 | 49.0K | 246,862 | — | ↗ |
| 2023-07-31 | Collins John Alec | Officer | F-InKind | D | Common Stock | 918 | 13.32 | 12.2K | 27,624 | — | ↗ |
| 2023-07-18 | Ward Edward D | Director | A-Award | A | Common Stock | 10,213 | 0.00 | — | 20,925 | — | ↗ |
| 2023-07-18 | WALKER LORI A | Director | A-Award | A | Common Stock | 10,213 | 0.00 | — | 30,277 | — | ↗ |
| 2023-07-18 | Soucy Arthur L | Director | A-Award | A | Common Stock | 10,213 | 0.00 | — | 19,104 | — | ↗ |
| 2023-07-18 | Silber Lawrence Harris | Director | A-Award | A | Common Stock | 10,213 | 0.00 | — | 38,277 | — | ↗ |
| 2023-07-18 | Felice Stephen J | Director | A-Award | A | Common Stock | 16,340 | 0.00 | — | 294,099 | — | ↗ |
| 2023-07-18 | Dayhoff Diane | Director | A-Award | A | Common Stock | 10,213 | 0.00 | — | 28,277 | — | ↗ |
| 2023-07-12 | Jones Eifion | Officer | S-Sale | D | Common Stock | 34,620 | 13.59 | 470.6K | 211,862 | — | ↗ |
| 2023-07-11 | Jones Eifion | Officer | S-Sale | D | Common Stock | 5,380 | 13.51 | 72.7K | 211,862 | — | ↗ |
| 2023-07-11 | HOLLERAN KEVIN | Director / Officer | S-Sale | D | Common Stock | 72,090 | 13.44 | 968.6K | 404,231 | — | ↗ |
| 2023-07-10 | HOLLERAN KEVIN | Director / Officer | S-Sale | D | Common Stock | 52,910 | 13.17 | 696.8K | 476,321 | — | ↗ |
| 2023-06-29 | Jones Eifion | Officer | M-Exempt | D | Stock Options (Right to Buy) | 30,000 | 1.40 | 42.0K | 1,140,375 | — | ↗ |
| 2023-06-01 | Soucy Arthur L | Director | M-Exempt | D | Stock Options (Right to Buy) | 5,000 | 0.50 | 2.5K | 116,236 | — | ↗ |
| 2023-05-18 | Soucy Arthur L | Director | A-Award | A | Common Stock | 1,648 | 12.14 | 20.0K | 19,603 | — | ↗ |
| 2023-05-18 | Felice Stephen J | Director | A-Award | A | Common Stock | 2,266 | 12.14 | 27.5K | 277,759 | — | ↗ |
| 2023-05-12 | CCMP Capital, LP | 10% Owner | S-Sale | D | Common Stock | 1,918,471 | 11.75 | 22.54M | 13,557,066 | — | ↗ |
| 2023-05-10 | CCMP Capital, LP | 10% Owner | S-Sale | D | Common Stock | 12,789,809 | 11.75 | 150.28M | 15,475,537 | — | ↗ |
| 2023-03-16 | Soucy Arthur L | Director | S-Sale | D | Common Stock | 7,353 | 11.48 | 84.4K | 17,955 | — | ↗ |
| 2023-03-06 | CCMP Capital, LP | 10% Owner | S-Sale | D | Common Stock | 90,227 | 11.52 | 1.04M | 1,744,750 | — | ↗ |
| 2023-03-03 | Emory Billy | Officer | F-InKind | D | Common Stock | 370 | 11.81 | 4.4K | 16,890 | — | ↗ |
| 2023-03-03 | CCMP Capital, LP | 10% Owner | S-Sale | D | Common Stock | 601,512 | 11.52 | 6.93M | 1,834,977 | — | ↗ |
| 2023-03-03 | Alberta Investment Management Corp | 10% Owner | S-Sale | D | Common Stock, par value $0.001 per share | 5,653,871 | 11.52 | 65.13M | 17,247,765 | — | ↗ |
| 2023-03-02 | Soucy Arthur L | Director | A-Award | A | Common Stock | 1,694 | 0.00 | — | 25,308 | — | ↗ |
| 2023-03-02 | ROETKEN RICK | Officer | A-Award | A | Stock Options (Right to Buy) | 59,197 | 11.81 | 699.1K | 59,197 | — | ↗ |
| 2023-03-02 | Jones Eifion | Officer | A-Award | A | Stock Options (Right to Buy) | 91,332 | 11.81 | 1.08M | 91,332 | — | ↗ |
| 2023-03-02 | HOLLERAN KEVIN | Director / Officer | A-Award | A | Stock Options (Right to Buy) | 312,897 | 11.81 | 3.70M | 312,897 | — | ↗ |
| 2023-03-02 | Felice Stephen J | Director | A-Award | A | Common Stock | 2,329 | 0.00 | — | 275,493 | — | ↗ |
| 2023-03-02 | Emory Billy | Officer | A-Award | A | Common Stock | 12,702 | 0.00 | — | 17,260 | — | ↗ |
| 2023-03-02 | Collins John Alec | Officer | A-Award | A | Common Stock | 18,840 | 0.00 | — | 28,542 | — | ↗ |
| 2023-03-02 | Canning Susan M. | Officer | A-Award | A | Common Stock | 41,448 | 0.00 | — | 43,384 | — | ↗ |
| 2023-03-02 | BLASCO FERNANDO | Officer | A-Award | A | Stock Options (Right to Buy) | 9,809 | 11.81 | 115.8K | 9,809 | — | ↗ |
| 2023-02-02 | Jones Eifion | Officer | S-Sale | D | Common Stock | 35,000 | 14.65 | 512.6K | 175,282 | — | ↗ |
| 2023-01-27 | Jones Eifion | Officer | M-Exempt | A | Common Stock | 7,459 | 1.40 | 10.4K | 182,741 | — | ↗ |
| 2023-01-23 | Jones Eifion | Officer | M-Exempt | D | Stock Options (Right to Buy) | 52,541 | 0.00 | — | 1,212,834 | — | ↗ |
| 2022-11-15 | CCMP Capital, LP | Director | S-Sale | D | Common Stock | 4,872,308 | 9.86 | 48.04M | 39,471,656 | — | ↗ |
| 2022-11-15 | Alberta Investment Management Corp | Director | S-Sale | D | Common Stock, par value $0.001 per share | 2,826,936 | 9.86 | 27.87M | 22,901,636 | — | ↗ |
| 2022-10-29 | Emory Billy | Officer | F-InKind | D | Common Stock | 141 | 9.31 | 1.3K | 4,558 | — | ↗ |
| 2022-08-04 | Canning Susan M. | Officer | F-InKind | D | Common Stock | 211 | 11.71 | 2.5K | 1,936 | — | ↗ |
| 2022-07-29 | Ward Edward D | Director | A-Award | A | Common Stock | 10,712 | 0.00 | — | 10,712 | — | ↗ |
| 2022-07-29 | WALKER LORI A | Director | A-Award | A | Common Stock | 10,712 | 0.00 | — | 20,064 | — | ↗ |
| 2022-07-29 | Soucy Arthur L | Director | A-Award | A | Common Stock | 10,712 | 0.00 | — | 23,614 | — | ↗ |
| 2022-07-29 | Silber Lawrence Harris | Director | A-Award | A | Common Stock | 10,712 | 0.00 | — | 28,064 | — | ↗ |
| 2022-07-29 | Felice Stephen J | Director | A-Award | A | Common Stock | 19,495 | 0.00 | — | 275,521 | — | ↗ |
| 2022-07-29 | Dayhoff Diane | Director | A-Award | A | Common Stock | 10,712 | 0.00 | — | 18,064 | — | ↗ |
| 2022-07-29 | Collins John Alec | Officer | A-Award | A | Common Stock | 9,426 | 0.00 | — | 9,702 | — | ↗ |
| 2022-07-19 | Collins John Alec | Officer | — | D | Common Stock | 0 | 0.00 | — | 276 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Kevin Holleran President, Chief Executive Officer | 976.0K | — | 4.11M | — | 1.33M | 322.6K | 6.74M | 61.06% | ↗ |
| 2 | 2025 | Eifion Jones Senior Vice President, Chief Financial Officer | 576.2K | — | 1.23M | — | 510.0K | 188.9K | 2.51M | 49.18% | ↗ |
| 3 | 2025 | John Collins Senior Vice President, Chief Commercial Officer | 516.2K | — | 771.2K | — | 425.0K | 166.0K | 1.88M | 41.06% | ↗ |
| 4 | 2025 | Susan Canning Senior Vice President, Chief Legal Officer and Corporate Secretary | 472.1K | — | 699.3K | — | 335.0K | 154.5K | 1.66M | 42.10% | ↗ |
| 5 | 2025 | Eric Sejourne Senior Vice President, Chief Global Operations Officer | 482.1K | — | 565.6K | — | 340.0K | 156.0K | 1.54M | 36.64% | ↗ |
| 6 | 2024 | Kevin Holleran President, Chief Executive Officer | 938.0K | — | 3.70M | — | 1.16M | 229.6K | 6.02M | 61.42% | ↗ |
| 7 | 2024 | John Collins Senior Vice President, Chief Commercial Officer | 500.0K | — | 3.75M | — | 375.2K | 127.6K | 4.75M | 78.90% | ↗ |
| 8 | 2024 | Eifion Jones Senior Vice President, Chief Financial Officer | 556.2K | 19.8K | 1.20M | — | 450.2K | 133.4K | 2.36M | 50.86% | ↗ |
| 9 | 2024 | Susan Canning Senior Vice President, Chief Legal Officer and Corporate Secretary | 457.1K | — | 755.0K | — | 295.9K | 108.9K | 1.62M | 46.70% | ↗ |
| 10 | 2024 | Eric Sejourne Senior Vice President, Chief Global Operations Officer | 325.4K | 133.0K | 722.0K | — | 280.0K | 98.7K | 1.56M | 46.31% | ↗ |
| 11 | 2023 | Kevin Holleran President, Chief Executive Officer | 923.1K | 150.0K | 2.22M | 1.48M | — | 201.3K | 4.97M | 74.38% | ↗ |
| 12 | 2023 | Eifion Jones Senior Vice President, Chief Financial Officer | 531.7K | 125.0K | 648.0K | 432.0K | — | 92.1K | 1.83M | 59.06% | ↗ |
| 13 | 2023 | Susan Canning Senior Vice President, Chief Legal Officer and Corporate Secretary | 440.2K | 125.0K | 623.0K | 267.0K | — | 88.0K | 1.54M | 57.67% | ↗ |
| 14 | 2023 | Richard Roetken Former President, North America | 499.9K | — | 420.0K | 280.0K | — | 326.3K | 1.53M | 45.87% | ↗ |
| 15 | 2023 | John Collins Senior Vice President, Chief Commercial Officer | 444.3K | 125.0K | 333.8K | 222.5K | — | 93.7K | 1.22M | 45.62% | ↗ |
| 16 | 2023 | Fernando Blasco Vice President, General Manager Europe & Rest of World | 195.3K | 15.0K | 69.6K | 46.4K | — | 20.5K | 346.8K | 33.46% | ↗ |
| 17 | 2022 | Kevin Holleran President, Chief Executive Officer | 875.0K | — | 700.0K | 2.80M | — | 369.8K | 4.74M | 73.77% | ↗ |
| 18 | 2022 | Eifion Jones Senior Vice President, Chief Financial Officer | 493.5K | 150.0K | 185.8K | 743.3K | — | 109.8K | 1.68M | 55.23% | ↗ |
| 19 | 2022 | Richard Roetken Former President, North America | 474.2K | — | 127.7K | 510.7K | — | 260.6K | 1.37M | 46.49% | ↗ |
| 20 | 2022 | Richard Roetken President, North America | 474.2K | — | 127.7K | 510.7K | — | 260.6K | 1.37M | 46.49% | ↗ |
| 21 | 2022 | Susan Canning Senior Vice President, Chief Legal Officer and Corporate Secretary | 416.5K | 130.0K | 80.0K | 423.0K | — | 91.5K | 1.14M | 44.09% | ↗ |
| 22 | 2022 | John Collins Senior Vice President, Chief Supply Chain Officer | 261.5K | 232.5K | 173.8K | 255.0K | — | 208.4K | 1.13M | 37.90% | ↗ |
| 23 | 2022 | John Collins Senior Vice President, Chief Commercial Officer | 261.5K | 232.5K | 173.8K | 255.0K | — | 167.1K | 1.09M | 39.34% | ↗ |
| 24 | 2022 | Fernando Blasco Vice President, General Manager Europe & Rest of World | 153.3K | — | 23.5K | 94.0K | — | 21.7K | 292.5K | 40.18% | ↗ |
| 25 | 2022 | Lesley Billow Former Senior Vice President, Chief Human Resources Officer | 193.3K | — | 78.0K | 312.0K | — | 612.8K | 1.00 | 39,001,000.00% | ↗ |
| 26 | 2021 | Kevin Holleran President, Chief Executive Officer and Director | 775.0K | — | — | 3.10M | 1.55M | 1.00M | 6.43M | 48.23% | ↗ |
| 27 | 2021 | Kevin Holleran President, Chief Executive Officer | 775.0K | — | — | 3.10M | 1.55M | 1.00M | 6.43M | 48.23% | ↗ |
| 28 | 2021 | Richard Roetken Former President, North America | 456.0K | — | — | 1.33M | 638.0K | 598.2K | 3.02M | 43.92% | ↗ |
| 29 | 2021 | Richard Roetken President, North America | 456.0K | — | — | 1.33M | 638.0K | 598.2K | 3.02M | 43.92% | ↗ |
| 30 | 2021 | Eifion Jones Senior Vice President and Chief Financial Officer | 464.0K | — | — | 877.5K | 715.0K | 558.5K | 2.62M | 33.56% | ↗ |
| 31 | 2021 | Eifion Jones Senior Vice President, Chief Financial Officer | 464.0K | — | — | 877.5K | 715.0K | 558.5K | 2.62M | 33.56% | ↗ |
| 32 | 2021 | Donald Smith Senior Vice President, Chief Supply Chain Officer | 417.0K | — | — | 405.0K | 585.0K | 462.2K | 1.87M | 21.67% | ↗ |
| 33 | 2021 | Michael Colicchio Former Vice President and Corporate Controller | 272.5K | 150.0K | 52.9K | 52.9K | 163.5K | 27.1K | 718.9K | 14.71% | ↗ |
| 34 | 2021 | Fernando Blasco Vice President, General Manager, Europe & Rest of World | 233.1K | — | — | 94.0K | 233.1K | 22.4K | 582.6K | 16.13% | ↗ |
| 35 | 2021 | Fernando Blasco Vice President, General Manager Europe & Rest of World | 233.1K | — | — | 94.0K | 233.1K | 22.4K | 582.6K | 16.13% | ↗ |
| 36 | 2020 | Kevin Holleran President, Chief Executive Officer | 710.0K | — | — | — | 1.23M | 435.6K | 2.07M | 0.00% | ↗ |
| 37 | 2020 | Kevin Holleran President, Chief Executive Officer and Director | 710.0K | — | — | — | 1.23M | 435.6K | 2.07M | 0.00% | ↗ |
| 38 | 2020 | Eifion Jones Senior Vice President, Chief Financial Officer | 311.5K | — | — | 1.04M | 455.0K | 83.1K | 1.85M | 56.33% | ↗ |
| 39 | 2020 | Eifion Jones Senior Vice President and Chief Financial Officer | 311.5K | — | — | 1.04M | 455.0K | 83.1K | 1.85M | 56.33% | ↗ |
| 40 | 2020 | Richard Roetken President, North America | 444.0K | — | — | — | 550.0K | 186.5K | 1.07M | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Kevin Holleran | President, Chief Executive Officer & Director | 3M | male |
| Eifion S. Jones | Senior Vice President & Chief Financial Officer | 1M | male |
| John Collins | Senior Vice President & Chief Commercial Officer | 1M | male |
| Eric Sejourne | Senior Vice President & Chief Global Operations Officer | 978.1K | male |
| Susan Canning | Senior Vice President, Chief Legal Officer & Corporate Secretary | 961.6K | female |
| Dario Vicario Ramirez | Vice President and GM of Europe & Rest of World | 488.6K | male |
| Kevin Gallagher | Global Vice President & Chief Engineering Officer | — | male |
| Kevin Richard Maczka | Vice President of Investor Relations | — | male |
| Raymond H. Lewis Jr. | Senior Vice President & Chief Human Resources Officer | — | male |
| Stuart Baker | Vice President of Business Development | — | male |
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for HAYW
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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