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Helios Technologies, Inc. (HLIO)

USD80.57 -0.49 (-0.60%)
US NYSE Industrials Industrial - Machinery
Address 7456 16th Street East 34243
Sarasota, FL, US
CEO Sean Bagan
IPO 1997-01-09
CIK 1024795 ISIN US42328H1095

Explore sections of this company profile

Description

Helios Technologies, Inc. is a global enterprise that designs, produces, and sells solutions for the hydraulics and electronics industries, with operations extending across the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. The company operates through two primary divisions. Its Hydraulics segment provides cartridge valve technologies for regulating fluid flow and pressure in both industrial and mobile environments, offers quick-release couplings for agricultural, construction, and industrial uses, and delivers hydraulic system design expertise for machine operators, manufacturers, and designers. Key brands within this segment include Sun Hydraulics, Faster, and Custom Fluidpower. These hydraulic offerings are sold predominantly via value-added distributors and directly to original equipment manufacturers. The Electronics segment specializes in manufacturing displays, control systems, and instrumentation. These products cater to diverse applications such as off-highway vehicles, recreational and commercial marine vessels, powersports and specialized vehicles, agriculture and water pumping systems, power generation, health and wellness equipment, and engine-driven industrial machinery. This division markets its products under the Enovation Controls, Murphy, and Balboa Water Group brands, serving original equipment manufacturer clients. Founded in 1970, the company was initially known as Sun Hydraulics Corporation before changing its name to Helios Technologies, Inc. in June 2019. Its corporate headquarters are situated in Sarasota, Florida.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD80.57 -0.49 (-0.60%)
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Volume Profile
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Liquidity & share structure
Average Volume
384.1K
Beta
1.27
Float Shares
32.80M
Free Float %
99.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+14.04% +10.45% +9.05% +5.27% +46.14% +45.02% +136.35% +42.67% +4.47% +160.56% +2,426.71%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (12 ratings, all time) Buy
Price Targets & DCF
Current price
80.57
Low 74.00 -8.2%
Consensus 77.00 -4.4%
Median 77.00 -4.4%
High 80.00 -0.7%
DCF (Unlevered) 36.80 -54.3%
DCF (Levered) 25.99 -67.7%

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

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 4 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
80.00
-0.7%
Last Quarter 2
78.00
-3.2%
Last Year 7
66.43
-17.5%
All Time 11
67.00
-16.8%
Quality scores
Altman Z-Score
4.20
Safe zone
Piotroski F-Score
8 / 9
Strong
MOAT Score
4 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Industrial - Machinery: +7.4%
    +4.1% Q2'26: +16.8% (vs Q1'25)
  • EPS growth Industrial - Machinery: +15.6%
    +23.9% Q2'26: +168.2% (vs Q1'25)
  • FCF margin FCF growth · Industrial - Machinery: +38.2%
    +11.5% Q2'26: +7.5% (vs Q1'25)
  • EBIT margin Industrial - Machinery: +10.0%
    +10.1% Q2'26: +13.1% (vs Q1'25)
  • ROIC Industrial - Machinery: +6.8%
    +6.8% Q2'26: +9.4% (vs Q1'25)
  • Share dilution Industrial - Machinery: +0.0%
    +0.0% Q2'26: -0.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Industrial - Machinery: -0.65×
    0.75× Q2'26: 0.58× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.23) × ERP
WACC = 95% × Ke + 5% × Kd (19.8%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 36.58 Current price: 80.57
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 1999
actual
Dec 2010
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
Jan 2024
actual
Jan 2025
actual
Jan 2026
5 Rev. Ana.
5 EPS Ana.
Jan 2027
5 Rev. Ana.
4 EPS Ana.
Jan 2028
4 Rev. Ana.
3 EPS Ana.
Jan 2029
1 Rev. Ana.
1 EPS Ana.
Jan 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
69.70M
est: 63.80M (+9.2%)
150.70M
est: 143.31M (+5.2%)
227.67M
est: 226.46M (+0.5%)
200.73M
est: 200.70M (+0.0%)
196.93M
est: 195.36M (+0.8%)
342.84M
est: 341.11M (+0.5%)
508.05M
est: 503.44M (+0.9%)
554.67M
est: 551.73M (+0.5%)
523.00M
est: 507.80M (+3.0%)
869.20M
est: 855.09M (+1.7%)
885.40M
est: 896.97M (-1.3%)
805.90M
est: 826.70M (-2.5%)
802.57M
est.
825.26M
823.95M – 827.05M
+2.8% YoY
853.95M
835.28M – 867.03M
+3.5% YoY
896.78M
880.71M – 910.41M
+5.0% YoY
918.10M
896.32M – 935.44M
+2.4% YoY
973.20M
950.12M – 991.58M
+6.0% YoY
EBITDA
8.90M
est: 6.71M (+32.6%)
37.91M
est: 36.53M (+3.8%)
72.79M
est: 73.95M (-1.6%)
56.45M
est: 58.07M (-2.8%)
45.78M
est: 48.91M (-6.4%)
81.71M
est: 56.55M (+44.5%)
119.71M
est: 101.49M (+18.0%)
125.91M
est: 98.18M (+28.2%)
77.00M
est: 46.59M (+65.3%)
202.50M
est: 133.52M (+51.7%)
190.10M
est: 170.65M (+11.4%)
148.10M
est: 161.96M (-8.6%)
157.24M
est.
161.68M
161.42M – 162.03M
+2.8% YoY
167.30M
163.65M – 169.87M
+3.5% YoY
175.69M
172.55M – 178.36M
+5.0% YoY
179.87M
175.60M – 183.27M
+2.4% YoY
190.67M
186.14M – 194.27M
+6.0% YoY
EBIT
3.90M
est: 3.36M (+16.1%)
31.04M
est: 29.49M (+5.2%)
64.07M
est: 63.68M (+0.6%)
46.89M
est: 46.42M (+1.0%)
34.46M
est: 36.28M (-5.0%)
62.52M
est: 51.48M (+21.4%)
70.27M
est: 80.27M (-12.5%)
90.69M
est: 81.03M (+11.9%)
37.30M
est: 20.95M (+78.1%)
148.10M
est: 98.36M (+50.6%)
138.50M
est: 107.45M (+28.9%)
84.30M
est: 103.85M (-18.8%)
100.82M
est.
103.67M
103.51M – 103.90M
+2.8% YoY
107.28M
104.93M – 108.92M
+3.5% YoY
112.66M
110.64M – 114.37M
+5.0% YoY
115.33M
112.60M – 117.51M
+2.4% YoY
122.26M
119.36M – 124.56M
+6.0% YoY
Net Income
1.80M
est: 1.53M (+17.6%)
21.40M
est: 20.34M (+5.2%)
43.78M
est: 43.52M (+0.6%)
33.14M
est: 32.76M (+1.1%)
23.30M
est: 24.53M (-5.0%)
31.56M
est: 26.76M (+17.9%)
46.73M
est: 48.80M (-4.2%)
60.27M
est: 53.70M (+12.2%)
14.20M
est: 7.56M (+87.8%)
104.60M
est: 69.08M (+51.4%)
98.40M
est: 132.95M (-26.0%)
39.00M
est: 29.60M (+31.8%)
70.11M
est.
83.93M
83.07M – 84.78M
+19.7% YoY
93.17M
90.60M – 95.73M
+11.0% YoY
106.71M
104.31M – 109.11M
+14.5% YoY
116.18M
112.96M – 119.41M
+8.9% YoY
133.20M
129.09M – 136.47M
+14.6% YoY
SGA
12.50M
est: 11.16M (+12.0%)
21.30M
est: 20.17M (+5.6%)
29.82M
est: 29.63M (+0.6%)
30.20M
est: 29.61M (+2.0%)
36.89M
est: 39.68M (-7.0%)
65.58M
est: 57.11M (+14.8%)
93.87M
est: 100.64M (-6.7%)
99.67M
est: 88.25M (+12.9%)
106.80M
est: 65.94M (+62.0%)
130.70M
est: 87.18M (+49.9%)
133.10M
est: 153.48M (-13.3%)
139.00M
est: 136.78M (+1.6%)
132.79M
est.
136.55M
136.33M – 136.84M
+2.8% YoY
141.29M
138.20M – 143.46M
+3.5% YoY
148.38M
145.72M – 150.63M
+5.0% YoY
151.91M
148.30M – 154.78M
+2.4% YoY
161.02M
157.20M – 164.06M
+6.0% YoY
EPS
0.09
est: 0.06 (+43.2%)
0.84
est: 0.77 (+9.1%)
1.65
est: 1.63 (+1.2%)
1.24
est: 1.22 (+1.9%)
0.87
est: 0.90 (-2.8%)
1.17
est: 1.59 (-26.5%)
1.49
est: 1.73 (-13.8%)
1.88
est: 2.25 (-16.4%)
0.44
est: 1.97 (-77.7%)
3.24
est: 4.08 (-20.6%)
3.03
est: 3.99 (-24.1%)
1.17
est: 0.89 (+31.0%)
2.11
est.
2.53
2.49 – 2.55
+19.6% YoY
2.81
2.72 – 2.87
+11.4% YoY
3.20
3.13 – 3.28
+13.9% YoY
3.50
3.39 – 3.59
+9.2% YoY
4.00
3.88 – 4.10
+14.3% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B+ 3/5 3/5 3/5 4/5 3/5 2/5 3/5
2026-05-08 B+ 3/5 3/5 3/5 4/5 3/5 2/5 3/5
2026-05-07 B+ 3/5 3/5 3/5 4/5 3/5 2/5 3/5
2026-05-06 B+ 3/5 3/5 3/5 4/5 3/5 2/5 3/5
2026-05-05 B 3/5 3/5 2/5 4/5 3/5 2/5 3/5
2026-05-04 B 3/5 3/5 2/5 4/5 3/5 2/5 3/5
2026-05-01 B 3/5 3/5 2/5 4/5 3/5 2/5 3/5
2026-04-30 B 3/5 3/5 2/5 4/5 3/5 2/5 3/5
2026-04-29 B 3/5 3/5 2/5 4/5 2/5 2/5 3/5
2026-04-28 B 3/5 3/5 2/5 4/5 2/5 2/5 3/5
2026-04-27 B 3/5 3/5 2/5 4/5 2/5 2/5 3/5
2026-04-24 B 3/5 3/5 2/5 4/5 2/5 2/5 3/5
2026-04-23 B 3/5 3/5 2/5 4/5 2/5 2/5 3/5
2026-04-22 B 3/5 3/5 2/5 4/5 2/5 2/5 3/5
2026-04-21 B 3/5 3/5 2/5 4/5 2/5 2/5 3/5
2026-04-20 B 3/5 3/5 2/5 4/5 2/5 2/5 3/5
2026-04-17 B 3/5 3/5 2/5 4/5 2/5 2/5 3/5
2026-04-16 B 3/5 3/5 2/5 4/5 2/5 2/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
128.24M
OE per share TTM
3.85
Owner's Yield
5.70%
Maintenance CapEx ratio
7.16%
Maint CapEx / Avg PPE
24.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
79
Total invested
612.97M
Insider transactions (90d)
3
Beneficial owners (>5%)
21
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Christine L. Koski 3.18M 12.00% 446.8K 2.73M 446.8K 2.73M IN Citizenship or Place of Organization 2014-02-14
2 Thomas L. Koski 3.13M 12.00% 396.4K 2.73M 396.4K 2.73M IN Citizenship or Place of Organization 2014-02-14
3 Beverly L. Koski 3.11M 12.00% 373.0K 2.73M 373.0K 2.73M IN Citizenship or Place of Organization 2014-02-14
4 Brown Capital Management, LLC 2.95M 9.18% 1.81M 2.95M IA State of Maryland 2020-06-10
5 The Brown Capital Management Small Company Fund 2.94M 9.21% 2.94M 2.94M IV State of Delaware 2019-02-14
6 Robert C. Koski 2.76M 10.00% 26.9K 2.73M 26.9K 2.73M IN Citizenship or Place of Organization 2014-02-14
7 The Vanguard Group - 23-1945930 2.75M 8.48% 61.2K 2.66M 88.6K IA Pennsylvania 2022-02-10
8 Koski Family Limited Partnership 2.73M 10.00% 2.73M 2.73M PN Citizenship or Place of Organization 2014-02-14
9 52-0556948 2.70M 8.30% 884.8K 2.70M IA Maryland 2022-02-14
10 persons ( 2.58M 37.04% 100.1K 2.48M 100.1K 2.48M IN Number 2005-02-14
11 Wellington Group Holdings LLP 2.52M 7.64% 1.73M HC Massachusetts 2024-02-08
12 Wellington Investment Advisors Holdings LLP 2.52M 7.64% 1.73M HC Massachusetts 2024-02-08
13 Wellington Management Group LLP 2.52M 7.64% 1.73M HC Massachusetts 2024-02-08
14 75-2707549 2.31M 33.19% 2.31M 2.31M PN Number 2005-02-14
15 Wellington Management Company LLP 2.25M 6.80% 1.73M IA Massachusetts 2024-02-08
16 85-4328500 2.11M 6.40% 690.6K 2.11M IA Maryland 2024-02-14
17 (1) BlackRock, Inc. 2.07M 6.40% 2.04M 2.07M HC Delaware 2022-02-01
18 Conestoga Capital Advisors LLC 1.70M 5.25% 1.62M 1.70M IA Delaware 2022-01-10
19 Keeley Asset Management Corp. 965.0K 5.80% 965.0K 965.0K IA Illinois 2009-02-13
20 Keeley Small Cap Value Fund 965.0K 5.80% IV Maryland 2009-02-13
21 (: 149.2K 2.22% 38.2K 111.0K 38.2K IN U.S. 2004-02-12

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
79
-136 vs prev Q
New positions
14
Closed positions
147
Increased
37
Reduced
23
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MACQUARIE MANAGEMENT HOLDINGS, INC. 123.3K +123.3K (+100.0%) 6.60B +6.6B (+100.0%) 0.37% +0.371 pp 0.01% +0.010 pp USD53.49 +0.0% 1 qtrs NEW
2 VANGUARD GROUP INC 3.16M -30.6K (-1.0%) 169.15M +2.7M (+1.6%) 9.52% -0.071 pp 0.00% +0.000 pp USD49.82 +7.4% 27 qtrs
3 BLACKROCK, INC. 2.47M +8.7K (+0.4%) 132.05M +3.8M (+3.0%) 7.43% +0.043 pp 0.00% +0.000 pp USD47.37 +12.9% 6 qtrs
4 WELLINGTON MANAGEMENT GROUP LLP 2.00M +1.1M (+114.9%) 106.85M +58.4M (+120.5%) 6.01% +3.220 pp 0.02% +0.010 pp USD51.69 +3.5% 21 qtrs
5 DIMENSIONAL FUND ADVISORS LP 1.61M -14.4K (-0.9%) 86.25M +1.4M (+1.7%) 4.85% -0.033 pp 0.02% 0.000 pp USD46.07 +16.1% 27 qtrs
6 CONESTOGA CAPITAL ADVISORS, LLC 1.55M -108.0K (-6.5%) 83.02M -3.5M (-4.1%) 4.67% -0.314 pp 1.40% +0.008 pp USD55.07 -2.9% 27 qtrs
7 SARA-BAY FINANCIAL 1.20M -1.6K (-0.1%) 65.38M +2.5M (+4.0%) 3.63% +0.003 pp 19.55% +1.970 pp USD46.63 +14.7% 23 qtrs
8 BARROW HANLEY MEWHINNEY & STRAUSS LLC 994.0K -173.5K (-14.9%) 53.17M -7.7M (-12.6%) 2.99% -0.514 pp 0.18% -0.017 pp USD43.59 +22.7% 7 qtrs
9 THRIVENT FINANCIAL FOR LUTHERANS 925.8K -604.8K (-39.5%) 49.52M -30.3M (-37.9%) 2.79% -1.810 pp 0.09% -0.069 pp USD51.65 +3.6% 24 qtrs
10 JENNISON ASSOCIATES LLC 796.1K +796.1K (+100.0%) 42.58M +42.6M (+100.0%) 2.40% +2.396 pp 0.03% +0.026 pp USD53.49 +0.0% 1 qtrs NEW
11 STATE STREET CORP 795.9K -13.2K (-1.6%) 42.57M +395.5K (+0.9%) 2.40% -0.034 pp 0.00% +0.000 pp USD49.60 +7.8% 27 qtrs
12 GEODE CAPITAL MANAGEMENT, LLC 787.5K -551.0 (-0.1%) 42.13M +1.0M (+2.5%) 2.37% +0.004 pp 0.00% +0.000 pp USD50.70 +5.5% 27 qtrs
13 ACK ASSET MANAGEMENT LLC 780.4K +10.4K (+1.3%) 41.74M +1.6M (+4.0%) 2.35% +0.036 pp 5.24% +0.216 pp USD52.15 +2.6% 2 qtrs
14 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 770.6K -76.8K (-9.1%) 41.22M -3.0M (-6.7%) 2.32% -0.226 pp 0.03% -0.001 pp USD47.88 +11.7% 14 qtrs
15 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 758.7K -16.7K (-2.2%) 40.58M +162.4K (+0.4%) 2.28% -0.045 pp 0.40% +0.029 pp USD45.46 +17.7% 6 qtrs
16 NEUBERGER BERMAN GROUP LLC 704.4K -5.1K (-0.7%) 37.71M +702.1K (+1.9%) 2.12% -0.011 pp 0.03% +0.001 pp USD48.48 +10.3% 8 qtrs
17 BANK OF AMERICA CORP /DE/ 658.9K -131.0K (-16.6%) 35.24M -5.9M (-14.4%) 1.98% -0.389 pp 0.00% 0.000 pp USD48.11 +11.2% 27 qtrs
18 WASATCH ADVISORS LP 590.2K -264.5K (-30.9%) 31.57M -13.0M (-29.1%) 1.78% -0.790 pp 0.19% -0.052 pp USD45.28 +18.1% 27 qtrs
19 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 587.3K -148.4K (-20.2%) 31.42M -6.9M (-18.1%) 1.77% -0.442 pp 0.09% -0.012 pp USD36.06 +48.3% 3 qtrs
20 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 582.4K -11.9K (-2.0%) 31.15M +169.7K (+0.5%) 1.75% -0.032 pp 0.02% -0.001 pp USD43.03 +24.3% 4 qtrs
21 AMERIPRISE FINANCIAL INC 519.5K -15.0K (-2.8%) 27.79M -73.4K (-0.3%) 1.56% -0.042 pp 0.01% 0.000 pp USD48.69 +9.9% 27 qtrs
22 VOYA INVESTMENT MANAGEMENT LLC 486.8K +480.7K (+7,923.8%) 26.04M +25.7M (+8,133.1%) 1.47% +1.447 pp 0.03% +0.025 pp USD53.41 +0.1% 27 qtrs
23 JANUS HENDERSON GROUP PLC 475.0K -56.2K (-10.6%) 25.41M -2.3M (-8.2%) 1.43% -0.165 pp 0.01% -0.001 pp USD46.87 +14.1% 18 qtrs
24 KENNEDY CAPITAL MANAGEMENT LLC 457.5K -300.3K (-39.6%) 24.47M -15.0M (-38.0%) 1.38% -0.899 pp 0.52% -0.355 pp USD52.13 +2.6% 2 qtrs
25 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 429.4K -6.2K (-1.4%) 22.97M +260.8K (+1.1%) 1.29% -0.016 pp 0.00% 0.000 pp USD50.07 +6.8% 27 qtrs
26 ROYCE & ASSOCIATES LP 361.8K -8.3K (-2.2%) 19.35M +60.4K (+0.3%) 1.09% -0.022 pp 0.20% +0.004 pp USD47.97 +11.5% 27 qtrs
27 NUVEEN, LLC 320.9K -14.6K (-4.3%) 17.17M -324.0K (-1.9%) 0.97% -0.042 pp 0.00% 0.000 pp USD40.84 +31.0% 4 qtrs
28 GOLDMAN SACHS GROUP INC 320.2K -55.3K (-14.7%) 17.13M -2.4M (-12.5%) 0.96% -0.164 pp 0.00% 0.000 pp USD42.47 +25.9% 27 qtrs
29 SCHRODER INVESTMENT MANAGEMENT GROUP 303.0K -6.7K (-2.2%) 16.44M +130.0K (+0.8%) 0.91% -0.018 pp 0.01% 0.000 pp USD48.21 +11.0% 7 qtrs
30 NORTHERN TRUST CORP 304.9K -18.0K (-5.6%) 16.31M -526.1K (-3.1%) 0.92% -0.052 pp 0.00% 0.000 pp USD47.09 +13.6% 27 qtrs
31 IAT REINSURANCE CO LTD. 300.0K +— (+0.0%) 16.05M +408.0K (+2.6%) 0.90% +0.002 pp 4.70% +1.406 pp USD46.75 +14.4% 27 qtrs
32 DRIEHAUS CAPITAL MANAGEMENT LLC 295.5K +117.1K (+65.6%) 15.81M +6.5M (+69.9%) 0.89% +0.354 pp 0.11% +0.041 pp USD52.67 +1.6% 2 qtrs
33 ROCKEFELLER CAPITAL MANAGEMENT L.P. 294.1K -268.4K (-47.7%) 15.73M -13.6M (-46.4%) 0.89% -0.804 pp 0.03% -0.029 pp USD38.20 +40.0% 7 qtrs
34 SILVERCREST ASSET MANAGEMENT GROUP LLC 285.4K +285.4K (+100.0%) 15.27M +15.3M (+100.0%) 0.86% +0.859 pp 0.10% +0.105 pp USD53.49 +0.0% 1 qtrs NEW
35 METLIFE INVESTMENT MANAGEMENT, LLC 280.0K -143.2K (-33.8%) 14.98M -7.1M (-32.1%) 0.84% -0.428 pp 0.07% -0.033 pp USD33.52 +59.6% 27 qtrs
36 BESSEMER GROUP INC 274.7K +880.0 (+0.3%) 14.70M +421.0K (+2.9%) 0.83% +0.005 pp 0.02% +0.001 pp USD52.13 +2.6% 2 qtrs
37 ABRDN PLC 255.8K +255.8K (+100.0%) 13.68M +13.7M (+100.0%) 0.77% +0.770 pp 0.02% +0.021 pp USD53.49 +0.0% 1 qtrs NEW
38 DEPRINCE RACE & ZOLLO INC 233.0K -613.2K (-72.5%) 12.46M -31.7M (-71.7%) 0.70% -1.840 pp 0.24% -0.646 pp USD33.37 +60.3% 3 qtrs
39 SG CAPITAL MANAGEMENT LLC 197.6K +197.6K (+100.0%) 10.57M +10.6M (+100.0%) 0.59% +0.595 pp 1.01% +1.015 pp USD53.49 +0.0% 1 qtrs NEW
40 VICTORY CAPITAL MANAGEMENT INC 195.3K -84.8K (-30.3%) 10.45M -4.2M (-28.4%) 0.59% -0.253 pp 0.01% -0.003 pp USD52.13 +2.6% 2 qtrs
41 CEREDEX VALUE ADVISORS LLC 191.8K -1.0K (-0.5%) 10.26M +208.7K (+2.1%) 0.58% -0.002 pp 0.31% +0.075 pp USD40.67 +31.5% 16 qtrs
42 AMERICAN CENTURY COMPANIES INC 176.2K +32.0K (+22.2%) 9.43M +1.9M (+25.4%) 0.53% +0.097 pp 0.00% +0.001 pp USD49.91 +7.2% 14 qtrs
43 BANK OF NEW YORK MELLON CORP 167.3K -15.7K (-8.6%) 8.95M -592.0K (-6.2%) 0.50% -0.046 pp 0.00% 0.000 pp USD47.11 +13.5% 27 qtrs
44 JANE STREET GROUP, LLC 159.0K +90.4K (+132.0%) 8.50M +4.9M (+138.0%) 0.48% +0.273 pp 0.00% +0.001 pp USD45.52 +17.5% 8 qtrs
45 RUSSELL INVESTMENTS GROUP, LTD. 157.4K -155.4K (-49.7%) 8.42M -7.9M (-48.4%) 0.47% -0.466 pp 0.01% -0.009 pp USD36.46 +46.7% 11 qtrs
46 SEI INVESTMENTS CO 150.1K +74.0K (+97.1%) 8.03M +4.1M (+102.3%) 0.45% +0.223 pp 0.01% +0.004 pp USD53.66 -0.3% 25 qtrs
47 CASTLEARK MANAGEMENT LLC 146.7K +79.8K (+119.2%) 7.85M +4.4M (+124.9%) 0.44% +0.241 pp 0.23% +0.133 pp USD52.87 +1.2% 2 qtrs
48 MORGAN STANLEY 142.0K -26.8K (-15.9%) 7.60M -1.2M (-13.7%) 0.43% -0.080 pp 0.00% 0.000 pp USD47.89 +11.7% 27 qtrs
49 RAYMOND JAMES FINANCIAL INC 140.4K -34.7K (-19.8%) 7.51M -1.6M (-17.7%) 0.42% -0.103 pp 0.00% -0.001 pp USD40.91 +30.8% 5 qtrs
50 COMERICA BANK 131.5K -4.1K (-3.0%) 7.03M -35.9K (-0.5%) 0.40% -0.012 pp 0.03% +0.002 pp USD54.31 -1.5% 10 qtrs
51 CITADEL ADVISORS LLC 114.6K +18.9K (+19.7%) 6.13M +1.1M (+22.8%) 0.35% +0.057 pp 0.00% +0.000 pp USD36.79 +45.4% 25 qtrs
52 GABELLI FUNDS LLC 97.9K +— (+0.0%) 5.23M +133.1K (+2.6%) 0.29% +0.001 pp 0.04% +0.001 pp USD33.37 +60.3% 3 qtrs
53 ENVESTNET ASSET MANAGEMENT INC 97.9K -10.0K (-9.3%) 5.23M -388.5K (-6.9%) 0.29% -0.029 pp 0.00% 0.000 pp USD44.73 +19.6% 26 qtrs
54 GRANITE INVESTMENT PARTNERS, LLC 86.7K -23.2K (-21.1%) 4.64M -1.1M (-19.0%) 0.26% -0.069 pp 0.28% -0.050 pp USD58.03 -7.8% 13 qtrs
55 UBS GROUP AG 76.2K -16.2K (-17.6%) 4.08M -743.0K (-15.4%) 0.23% -0.048 pp 0.00% 0.000 pp USD48.83 +9.5% 27 qtrs
56 ROYAL BANK OF CANADA 70.9K -3.2K (-4.4%) 3.79M -72.0K (-1.9%) 0.21% -0.009 pp 0.00% +0.000 pp USD46.69 +14.6% 27 qtrs
57 MARSHALL WACE, LLP 70.8K +8.5K (+13.7%) 3.79M +541.9K (+16.7%) 0.21% +0.026 pp 0.00% +0.000 pp USD40.94 +30.7% 8 qtrs
58 INVESCO LTD. 68.6K +3.9K (+6.0%) 3.67M +295.3K (+8.8%) 0.21% +0.012 pp 0.00% +0.000 pp USD52.49 +1.9% 27 qtrs
59 SWISS NATIONAL BANK 65.4K +800.0 (+1.2%) 3.50M +130.6K (+3.9%) 0.20% +0.003 pp 0.00% +0.000 pp USD49.07 +9.0% 27 qtrs
60 CONGRESS ASSET MANAGEMENT CO /MA 60.5K +1.8K (+3.0%) 3.24M +175.7K (+5.7%) 0.18% +0.006 pp 0.02% +0.002 pp USD52.17 +2.5% 2 qtrs
61 NATIXIS ADVISORS, L.P. 57.6K -3.7K (-6.1%) 3.08M -117.0K (-3.7%) 0.17% -0.011 pp 0.00% 0.000 pp USD44.45 +20.3% 5 qtrs
62 BARCLAYS PLC 54.3K -3.2K (-5.5%) 2.90M +163.5K (+6.0%) 0.16% -0.009 pp 0.00% +0.000 pp USD42.66 +25.4% 11 qtrs
63 TREXQUANT INVESTMENT LP 52.6K -28.4K (-35.1%) 2.81M -1.4M (-33.4%) 0.16% -0.085 pp 0.03% -0.018 pp USD33.37 +60.3% 8 qtrs
64 KING LUTHER CAPITAL MANAGEMENT CORP 52.3K +83.0 (+0.2%) 2.80M +75.4K (+2.8%) 0.16% +0.001 pp 0.01% +0.000 pp USD53.23 +0.5% 21 qtrs
65 GAMCO INVESTORS, INC. ET AL 51.2K -12.9K (-20.2%) 2.74M -604.2K (-18.1%) 0.15% -0.039 pp 0.03% -0.006 pp USD34.95 +53.0% 3 qtrs
66 UBS ASSET MANAGEMENT AMERICAS INC 50.7K -11.0K (-17.9%) 2.71M -506.7K (-15.7%) 0.15% -0.033 pp 0.00% 0.000 pp USD44.18 +21.1% 27 qtrs
67 SQUAREPOINT OPS LLC 48.5K +48.5K (+100.0%) 2.60M +2.6M (+100.0%) 0.15% +0.146 pp 0.00% +0.003 pp USD53.49 +0.0% 9 qtrs
68 STIFEL FINANCIAL CORP 47.9K -2.2K (-4.5%) 2.56M -51.9K (-2.0%) 0.14% -0.006 pp 0.00% 0.000 pp USD55.91 -4.3% 27 qtrs
69 RHUMBLINE ADVISERS 45.3K -7.1K (-13.6%) 2.42M -310.6K (-11.4%) 0.14% -0.021 pp 0.00% 0.000 pp USD49.33 +8.4% 27 qtrs
70 RICE HALL JAMES & ASSOCIATES, LLC 44.5K -3.9K (-8.1%) 2.38M -142.8K (-5.7%) 0.13% -0.011 pp 0.13% -0.007 pp USD32.31 +65.6% 4 qtrs
71 MILLENNIUM MANAGEMENT LLC 42.6K +33.9K (+390.0%) 2.28M +1.8M (+402.8%) 0.13% +0.102 pp 0.00% +0.001 pp USD49.12 +8.9% 4 qtrs
72 GHP INVESTMENT ADVISORS, INC. 42.1K +710.0 (+1.7%) 2.25M +94.3K (+4.4%) 0.13% +0.002 pp 0.09% +0.002 pp USD56.00 -4.5% 15 qtrs
73 PRICE T ROWE ASSOCIATES INC /MD/ 39.5K +1.4K (+3.8%) 2.11M +129.0K (+6.5%) 0.12% +0.005 pp 0.00% +0.000 pp USD43.66 +22.5% 27 qtrs
74 STATE OF WISCONSIN INVESTMENT BOARD 37.7K -2.0K (-5.1%) 2.02M -55.0K (-2.7%) 0.11% -0.006 pp 0.00% 0.000 pp USD33.37 +60.3% 3 qtrs
75 WELLS FARGO & COMPANY/MN 37.6K +11.8K (+45.6%) 2.01M +664.4K (+49.3%) 0.11% +0.036 pp 0.00% +0.000 pp USD49.03 +9.1% 27 qtrs
76 ALLIANCEBERNSTEIN L.P. 36.9K +— (+0.0%) 1.97M +50.1K (+2.6%) 0.11% +0.000 pp 0.00% +0.000 pp USD50.00 +7.0% 27 qtrs
77 DIAMOND HILL CAPITAL MANAGEMENT INC 34.9K -256.3K (-88.0%) 1.87M -13.3M (-87.7%) 0.11% -0.769 pp 0.01% -0.063 pp USD43.76 +22.2% 6 qtrs
78 CREATIVE PLANNING 34.7K +1.9K (+5.7%) 1.86M +144.4K (+8.4%) 0.10% +0.006 pp 0.00% +0.000 pp USD35.42 +51.0% 7 qtrs
79 LEGAL & GENERAL GROUP PLC 34.1K -3.4K (-9.0%) 1.82M -130.0K (-6.7%) 0.10% -0.010 pp 0.00% +0.000 pp USD56.99 -6.1% 27 qtrs
80 ZACKS INVESTMENT MANAGEMENT 33.3K -821.0 (-2.4%) 1.78M +2.4K (+0.1%) 0.10% -0.002 pp 0.01% 0.000 pp USD52.13 +2.6% 2 qtrs
81 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 31.7K +1.0K (+3.4%) 1.70M +97.0K (+6.1%) 0.10% +0.003 pp 0.00% +0.000 pp USD48.56 +10.2% 27 qtrs
82 SUSQUEHANNA INTERNATIONAL GROUP, LLP 31.7K -2.5K (-7.3%) 1.70M -87.2K (-4.9%) 0.10% -0.007 pp 0.00% +0.000 pp USD52.13 +2.6% 2 qtrs
83 NEW YORK STATE COMMON RETIREMENT FUND 31.0K -53.0K (-63.1%) 1.66M -2.7M (-62.2%) 0.09% -0.159 pp 0.00% -0.004 pp USD46.46 +15.1% 27 qtrs
84 DARK FOREST CAPITAL MANAGEMENT LP 29.3K +6.8K (+30.5%) 1.57M +396.0K (+33.9%) 0.09% +0.021 pp 0.07% +0.036 pp USD38.28 +39.7% 10 qtrs
85 FRANKLIN RESOURCES INC 29.0K +17.2K (+145.3%) 1.55M +936.0K (+151.7%) 0.09% +0.052 pp 0.00% +0.000 pp USD52.94 +1.0% 2 qtrs
86 STERLING CAPITAL MANAGEMENT LLC 27.4K +25.1K (+1,090.5%) 1.46M +1.3M (+1,121.6%) 0.08% +0.075 pp 0.02% +0.022 pp USD52.85 +1.2% 6 qtrs
87 PINNACLE ASSOCIATES LTD 26.4K +12.0 (+0.0%) 1.41M +36.5K (+2.7%) 0.08% +0.000 pp 0.02% 0.000 pp USD42.24 +26.6% 11 qtrs
88 AQR CAPITAL MANAGEMENT LLC 26.1K +2.7K (+11.5%) 1.40M +175.7K (+14.4%) 0.08% +0.008 pp 0.00% 0.000 pp USD35.44 +50.9% 3 qtrs
89 DEUTSCHE BANK AG\ 26.1K +1.0K (+4.0%) 1.39M +87.7K (+6.7%) 0.08% +0.003 pp 0.00% +0.000 pp USD49.34 +8.4% 27 qtrs
90 JPMORGAN CHASE & CO 25.9K +306.0 (+1.2%) 1.39M +51.2K (+3.8%) 0.08% +0.001 pp 0.00% +0.000 pp USD41.59 +28.6% 27 qtrs
91 VOLORIDGE INVESTMENT MANAGEMENT, LLC 25.3K -25.0K (-49.7%) 1.35M -1.3M (-48.4%) 0.08% -0.075 pp 0.00% -0.004 pp USD39.53 +35.3% 9 qtrs
92 CREDIT AGRICOLE S A 25.0K +25.0K (+100.0%) 1.34M +1.3M (+100.0%) 0.08% +0.075 pp 0.00% +0.003 pp USD53.49 +0.0% 1 qtrs NEW
93 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 24.8K +10.7K (+75.7%) 1.32M +589.8K (+80.3%) 0.07% +0.032 pp 0.00% +0.001 pp USD44.39 +20.5% 3 qtrs
94 FMR LLC 24.7K +851.0 (+3.6%) 1.32M +78.0K (+6.3%) 0.07% +0.003 pp 0.00% +0.000 pp USD34.51 +55.0% 17 qtrs
95 EXODUSPOINT CAPITAL MANAGEMENT, LP 24.6K +24.6K (+100.0%) 1.31M +1.3M (+100.0%) 0.07% +0.074 pp 0.01% +0.010 pp USD53.49 +0.0% 3 qtrs
96 D.A. DAVIDSON & CO. 24.5K +24.5K (+100.0%) 1.31M +1.3M (+100.0%) 0.07% +0.074 pp 0.01% +0.008 pp USD53.49 +0.0% 1 qtrs NEW
97 OSTRUM ASSET MANAGEMENT 24.5K +2.8K (+13.0%) 1.31M +180.3K (+16.0%) 0.07% +0.009 pp 0.06% +0.012 pp USD36.95 +44.8% 4 qtrs
98 RENAISSANCE TECHNOLOGIES LLC 23.5K -12.5K (-34.7%) 1.26M -619.7K (-33.0%) 0.07% -0.037 pp 0.00% -0.001 pp USD35.63 +50.1% 18 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 111 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 abrdn Focused U.S. Small Cap Active ETF AFSC 1.95% 195.9K 1.09%
2 Invesco Dorsey Wright Industrials Momentum ETF PRN 1.23% 5.49M 0.69%
3 iShares US Small Cap Value Factor ETF SVAL 0.45% 898.5K 0.20%
4 First Trust Small Cap BuyWrite Income ETF FTKI 0.25% 61.9K 0.86%
5 AAM Transformers ETF TRFM 0.19% 205.8K 0.49%
6 Avantis U.S. Small Cap Equity ETF AVSC 0.18% 5.48M 0.25%
7 Inspire Small/Mid Cap ETF ISMD 0.18% 596.9K 0.53%
8 Lazard US Systematic Small Cap Equity ETF SYZ 0.18% 93.0K 0.74%
9 Vanguard Russell 2000 Value ETF VTWV 0.17% 2.21M 0.06%
10 WisdomTree U.S. SmallCap Dividend Fund DES 0.17% 3.61M 0.38%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.50
Neutral
Ratio by volume
0.80
Neutral
Buys
1
Sells
2
Shares acquired
278.00
Shares disposed
346.00
Cash buys
Cash sales
Net activity
-68
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2028-03-15 Evans Jeremy Scott Officer Stock Options (right to buy) 2,118 39.80 84.3K 0 D
2028-02-27 Aldridge Billy Vern Director / Officer Stock Options (right to buy) 3,896 0.00 0 D
2027-09-11 Evans Jeremy Scott Officer Stock Options (right to buy) 2,671 40.13 107.2K 0 D
2026-04-01 Evans Jeremy Scott Officer M-Exempt A Common Stock 278 68.33 19.0K 987 D
2026-03-19 Walsh Ian K. Director A-Award A Restricted Stock Units 608 0.00 608 D
2026-03-19 Schuetz Alexander Director A-Award A Restricted Stock Units 647 0.00 647 D
2026-03-19 Sacchi Diana Director A-Award A Restricted Stock Units 686 0.00 686 D
2026-03-19 Chenanda Cary Director A-Award A Restricted Stock Units 647 0.00 647 D
2026-03-19 Brown Laura D Director A-Award A Restricted Stock Units 1,023 0.00 1,023 D
2026-03-19 Britt Douglas Director A-Award A Restricted Stock Units 686 0.00 686 D
2026-03-13 Schuetz Alexander Director F-InKind D Common Stock 354 64.17 22.7K 17,100 D
2026-03-13 Sacchi Diana Director M-Exempt A Common Stock 1,249 64.17 80.1K 9,006 D
2026-03-13 Chenanda Cary Director M-Exempt A Common Stock 1,106 64.17 71.0K 15,745 D
2026-03-13 Brown Laura D Director M-Exempt D Restricted Stock Units 1,177 0.00 0 D
2026-03-13 Britt Douglas Director M-Exempt D Restricted Stock Units 1,249 0.00 0 D
2026-03-05 Martich Frederick Joseph Officer A-Award A Restricted Stock Units 2,807 0.00 2,807 D
2026-03-05 Greenberg Marc A Officer A-Award A Restricted Stock Units 3,417 0.00 3,417 D
2026-03-05 Evans Jeremy Scott Officer A-Award A Restricted Stock Units 3,772 0.00 3,772 D
2026-03-05 Bagan Sean Director / Officer A-Award A Restricted Stock Units 18,770 0.00 18,770 D
2026-03-05 Arduini Matteo Officer A-Award A Restricted Stock Units 3,413 0.00 3,413 D
2026-03-05 Aldridge Billy Vern Officer A-Award A Restricted Stock Units 2,441 0.00 2,441 D
2026-01-06 Martich Frederick Joseph Officer M-Exempt A Common Stock 515 59.46 30.6K 13,959 D
2026-01-06 Greenberg Marc A Officer M-Exempt D Restricted Stock Units 969 0.00 0 D
2026-01-06 Arduini Matteo Officer M-Exempt A Common Stock 1,028 59.46 61.1K 18,317 D
2026-01-06 Aldridge Billy Vern Officer M-Exempt A Common Stock 388 59.46 23.1K 1,176 D
2026-01-03 Martich Frederick Joseph Officer M-Exempt D Restricted Stock Units 937 0.00 938 D
2026-01-03 Greenberg Marc A Officer F-InKind D Common Stock 823 54.71 45.0K 9,486 D
2026-01-03 Evans Jeremy Scott Officer M-Exempt D Restricted Stock Units 330 0.00 660 D
2026-01-03 Bagan Sean Officer M-Exempt A Common Stock 2,406 54.71 131.6K 12,230 D
2026-01-03 Arduini Matteo Officer M-Exempt A Common Stock 1,692 54.71 92.6K 17,289 D
2026-01-03 Aldridge Billy Vern Officer M-Exempt D Restricted Stock Units 606 0.00 1,214 D
2025-12-17 Walsh Ian K. Director A-Award A Restricted Stock Units 708 0.00 708 D
2025-12-17 Schuetz Alexander Director A-Award A Restricted Stock Units 754 0.00 754 D
2025-12-17 Sacchi Diana Director A-Award A Restricted Stock Units 799 0.00 799 D
2025-12-17 Chenanda Cary Director A-Award A Restricted Stock Units 754 0.00 754 D
2025-12-17 Brown Laura D Director A-Award A Restricted Stock Units 1,192 0.00 1,192 D
2025-12-17 Britt Douglas Director A-Award A Restricted Stock Units 799 0.00 799 D
2025-12-05 Schuetz Alexander Director M-Exempt D Restricted Stock Units 786 0.00 0 D
2025-12-05 Sacchi Diana Director M-Exempt A Common Stock 834 54.19 45.2K 7,757 D
2025-12-05 Chenanda Cary Director M-Exempt D Restricted Stock Units 738 0.00 0 D
2025-12-05 Brown Laura D Director M-Exempt D Restricted Stock Units 882 0.00 0 D
2025-12-05 Britt Douglas Director M-Exempt A Common Stock 834 54.19 45.2K 27,086 D
2025-12-05 Arduini Matteo Officer S-Sale D Common Stock 2,000 54.61 109.2K 13,986 D
2025-11-05 Sacchi Diana Director S-Sale D Common Stock 620 58.36 36.2K 6,923 D
2025-10-27 Connaway Michael Officer A-Award A Restricted Stock Units 6,500 0.00 6,500 D
2025-10-13 Connaway Michael 0 0.00 0
2025-10-04 Schuetz Alexander Director M-Exempt A Common Stock 862 52.77 45.5K 15,986 D
2025-10-04 Sacchi Diana Director M-Exempt A Common Stock 914 52.77 48.2K 7,543 D
2025-10-04 Chenanda Cary Director M-Exempt A Common Stock 810 52.77 42.7K 13,901 D
2025-10-04 Brown Laura D Director M-Exempt A Common Stock 862 52.77 45.5K 15,167 D
2025-10-04 Britt Douglas Director M-Exempt A Common Stock 914 52.77 48.2K 26,252 D
2025-10-01 Bagan Sean Officer M-Exempt A Common Stock 771 52.39 40.4K 10,012 D
2025-09-18 Walsh Ian K. Director A-Award A Restricted Stock Units 697 0.00 697 D
2025-09-18 Schuetz Alexander Director A-Award A Restricted Stock Units 742 0.00 742 D
2025-09-18 Sacchi Diana Director A-Award A Restricted Stock Units 787 0.00 787 D
2025-09-18 Chenanda Cary Director A-Award A Restricted Stock Units 742 0.00 742 D
2025-09-18 Brown Laura D Director A-Award A Restricted Stock Units 1,174 0.00 1,174 D
2025-09-18 Britt Douglas Director A-Award A Restricted Stock Units 787 0.00 787 D
2025-09-11 Martich Frederick Joseph Officer M-Exempt A Common Stock 748 55.89 41.8K 12,457 D
2025-09-11 Greenberg Marc A Officer M-Exempt D Restricted Stock Units 748 0.00 747 D
2025-09-11 Evans Jeremy Scott Officer M-Exempt A Common Stock 374 55.89 20.9K 569 D
2025-09-11 Bagan Sean Officer M-Exempt D Restricted Stock Units 748 0.00 747 D
2025-09-11 Arduini Matteo Officer M-Exempt D Restricted Stock Units 748 0.00 747 D
2025-09-01 Evans Jeremy Scott Officer Restricted Stock Units 990 0.00 0 D
2025-06-11 Walsh Ian K. 0 0.00 0
2025-06-07 Schuetz Alexander Director M-Exempt D Restricted Stock Units 874 0.00 0 D
2025-06-07 Sacchi Diana Director M-Exempt D Restricted Stock Units 927 0.00 0 D
2025-06-07 Chenanda Cary Director M-Exempt D Restricted Stock Units 821 0.00 0 D
2025-06-07 Brown Laura D Director M-Exempt D Restricted Stock Units 874 0.00 0 D
2025-06-07 Britt Douglas Director M-Exempt D Restricted Stock Units 927 0.00 0 D
2025-06-05 Schuetz Alexander Director A-Award A Restricted Stock Units 1,291 0.00 1,291 D
2025-06-05 Sacchi Diana Director A-Award A Restricted Stock Units 1,369 0.00 1,369 D
2025-06-05 Chenanda Cary Director A-Award A Restricted Stock Units 1,291 0.00 1,291 D
2025-06-05 Brown Laura D Director A-Award A Restricted Stock Units 2,042 0.00 2,042 D
2025-06-05 Britt Douglas Director A-Award A Restricted Stock Units 1,369 0.00 1,369 D
2025-03-31 Aldridge Billy Vern Director / Officer Performance-Based Restricted Stock Units 1,165 0.00 0 D
2025-03-13 Schuetz Alexander Director A-Award A Restricted Stock Units 1,177 0.00 1,177 D
2025-03-13 Sacchi Diana Director A-Award A Restricted Stock Units 1,249 0.00 1,249 D
2025-03-13 LEMAITRE PHILIPPE Director A-Award A Restricted Stock Units 1,862 0.00 0 D
2025-03-13 Chenanda Cary Director A-Award A Restricted Stock Units 1,106 0.00 1,106 D
2025-03-13 Brown Laura D Director A-Award A Restricted Stock Units 1,177 0.00 1,177 D
2025-03-13 Britt Douglas Director A-Award A Restricted Stock Units 1,249 0.00 1,249 D
2025-03-07 Schuetz Alexander Director F-InKind D Common Stock 280 37.10 10.4K 14,513 D
2025-03-07 Sacchi Diana Director M-Exempt D Restricted Stock Units 987 0.00 0 D
2025-03-07 LEMAITRE PHILIPPE Director M-Exempt D Restricted Stock Units 1,472 0.00 0 D
2025-03-07 Chenanda Cary Director M-Exempt D Restricted Stock Units 875 0.00 0 D
2025-03-07 Brown Laura D Director M-Exempt A Common Stock 931 37.10 34.5K 13,431 D
2025-03-07 Britt Douglas Director M-Exempt D Restricted Stock Units 987 0.00 0 D
2025-02-27 Wichlacz Lee Francis Officer A-Award A Restricted Stock Units 4,146 0.00 4,146 D
2025-02-27 Martich Frederick Joseph Officer A-Award A Restricted Stock Units 4,146 0.00 4,146 D
2025-02-27 Greenberg Marc A Officer A-Award A Performance Stock Options (right to buy) 11,835 39.80 471.0K 11,835 D
2025-02-27 Bagan Sean Officer A-Award A Restricted Stock Units 17,714 0.00 17,714 D
2025-02-27 Arduini Matteo Officer A-Award A Restricted Stock Units 5,077 0.00 5,077 D
2025-02-26 Arduini Matteo Officer M-Exempt A Common Stock 404 44.98 18.2K 15,238 D
2025-01-06 Wichlacz Lee Francis Officer M-Exempt A Common Stock 467 44.67 20.9K 2,487 D
2025-01-06 Martich Frederick Joseph Officer M-Exempt D Restricted Stock Units 515 0.00 515 D
2025-01-06 Greenberg Marc A Officer M-Exempt D Restricted Stock Units 969 0.00 969 D
2025-01-06 Arduini Matteo Officer M-Exempt D Restricted Stock Units 1,027 0.00 1,028 D
2025-01-03 Wichlacz Lee Francis Officer M-Exempt A Common Stock 937 44.37 41.6K 2,392 D
2025-01-03 Martich Frederick Joseph Officer M-Exempt D Restricted Stock Units 266 0.00 0 D
2025-01-03 Greenberg Marc A Officer M-Exempt D Restricted Stock Units 330 0.00 0 D
2025-01-03 Bagan Sean Officer M-Exempt A Common Stock 2,406 44.37 106.8K 8,676 D
2025-01-03 Arduini Matteo Officer M-Exempt D Restricted Stock Units 435 0.00 0 D
2024-12-11 Schuetz Alexander Director M-Exempt A Common Stock 1,017 53.89 54.8K 14,168 D
2024-12-11 Sacchi Diana Director M-Exempt D Restricted Stock Units 1,079 0.00 0 D
2024-12-11 LEMAITRE PHILIPPE Director M-Exempt D Restricted Stock Units 1,608 0.00 0 D
2024-12-11 Chenanda Cary Director M-Exempt D Restricted Stock Units 1,017 0.00 0 D
2024-12-11 Brown Laura D Director M-Exempt D Restricted Stock Units 1,079 0.00 0 D
2024-12-11 Britt Douglas Director M-Exempt D Restricted Stock Units 955 0.00 0 D
2024-12-05 Schuetz Alexander Director A-Award A Restricted Stock Units 786 0.00 786 D
2024-12-05 Sacchi Diana Director A-Award A Restricted Stock Units 834 0.00 834 D
2024-12-05 LEMAITRE PHILIPPE Director A-Award A Restricted Stock Units 1,243 0.00 1,243 D
2024-12-05 Chenanda Cary Director A-Award A Restricted Stock Units 738 0.00 738 D
2024-12-05 Brown Laura D Director A-Award A Restricted Stock Units 882 0.00 882 D
2024-12-05 Britt Douglas Director A-Award A Restricted Stock Units 834 0.00 834 D
2024-11-25 Arduini Matteo Officer S-Sale D Common Stock 4,000 53.98 215.9K 11,761 D
2024-11-07 Sacchi Diana Director S-Sale D Common Stock 615 53.91 33.2K 3,636 D
2024-10-04 Schuetz Alexander Director A-Award A Restricted Stock Units 862 0.00 862 D
2024-10-04 Sacchi Diana Director A-Award A Restricted Stock Units 914 0.00 914 D
2024-10-04 LEMAITRE PHILIPPE Director A-Award A Restricted Stock Units 1,363 0.00 1,363 D
2024-10-04 Chenanda Cary Director A-Award A Restricted Stock Units 810 0.00 810 D
2024-10-04 Brown Laura D Director A-Award A Restricted Stock Units 862 0.00 862 D
2024-10-04 Britt Douglas Director A-Award A Restricted Stock Units 914 0.00 914 D
2024-10-01 Bagan Sean Officer M-Exempt A Common Stock 770 47.35 36.5K 6,270 D
2024-09-29 Schuetz Alexander Director M-Exempt D Restricted Stock Units 744 0.00 0 D
2024-09-29 Sacchi Diana Director M-Exempt A Common Stock 789 47.15 37.2K 4,251 D
2024-09-29 LEMAITRE PHILIPPE Director M-Exempt A Common Stock 1,177 47.15 55.5K 63,098 D
2024-09-29 Chenanda Cary Director M-Exempt D Restricted Stock Units 744 0.00 0 D
2024-09-29 Brown Laura D Director M-Exempt D Restricted Stock Units 789 0.00 0 D
2024-09-29 Britt Douglas Director M-Exempt D Restricted Stock Units 699 0.00 0 D
2024-09-11 Wichlacz Lee Francis Officer A-Award A Restricted Stock Units 1,495 0.00 1,495
2024-09-11 Martich Frederick Joseph Officer A-Award A Restricted Stock Units 1,495 0.00 1,495
2024-09-11 Greenberg Marc A Officer A-Award A Stock Options (right to buy) 2,243 40.13 90.0K 2,243
2024-09-11 Bagan Sean Officer A-Award A Restricted Stock Units 1,495 0.00 1,495
2024-09-11 Arduini Matteo Officer A-Award A Restricted Stock Units 1,495 0.00 1,495
2024-06-07 Schuetz Alexander Director M-Exempt D Restricted Stock Units 742 0.00 0
2024-06-07 Sacchi Diana Director M-Exempt D Restricted Stock Units 787 0.00 0
2024-06-07 LEMAITRE PHILIPPE Director A-Award A Restricted Stock Units 1,383 0.00 1,383
2024-06-07 Chenanda Cary Director M-Exempt A Common Stock 742 47.20 35.0K 9,634
2024-06-07 Brown Laura D Director A-Award A Restricted Stock Units 874 0.00 874
2024-06-07 Britt Douglas Director M-Exempt D Restricted Stock Units 697 0.00 0
2024-05-21 Arduini Matteo Officer S-Sale D Common Stock 7,000 53.72 376.0K 15,761
2024-04-01 Wichlacz Lee Francis Officer F-InKind D Common Stock 746 44.05 32.9K 1,455
2024-04-01 Matosevic Josef Director / Officer M-Exempt D Restricted Stock Units 17,929 0.00 0
2024-04-01 Martich Frederick Joseph Officer F-InKind D Common Stock 783 44.05 34.5K 10,759
2024-04-01 Greenberg Marc A Officer M-Exempt D Restricted Stock Units 3,320 0.00 0
2024-04-01 Arduini Matteo Officer F-InKind D Common Stock 1,532 44.05 67.5K 22,761
2024-03-08 Schuetz Alexander Director M-Exempt A Common Stock 593 45.16 26.8K 12,290
2024-03-08 Sacchi Diana Director M-Exempt D Restricted Stock Units 629 0.00 0
2024-03-08 LEMAITRE PHILIPPE Director M-Exempt D Restricted Stock Units 938 0.00 0
2024-03-08 Chenanda Cary Director M-Exempt D Restricted Stock Units 593 0.00 0
2024-03-08 Brown Laura D Director M-Exempt D Restricted Stock Units 629 0.00 0
2024-03-08 Britt Douglas Director M-Exempt A Common Stock 557 45.16 25.2K 21,073
2024-03-07 Schuetz Alexander Director A-Award A Restricted Stock Units 931 0.00 931
2024-03-07 Sacchi Diana Director A-Award A Restricted Stock Units 987 0.00 987
2024-03-07 LEMAITRE PHILIPPE Director A-Award A Restricted Stock Units 1,472 0.00 1,472
2024-03-07 Chenanda Cary Director A-Award A Restricted Stock Units 875 0.00 875
2024-03-07 Brown Laura D Director A-Award A Restricted Stock Units 931 0.00 931
2024-03-07 Britt Douglas Director A-Award A Restricted Stock Units 987 0.00 987
2024-02-22 Matosevic Josef Director / Officer M-Exempt A Common Stock 32,305 0.00 80,046
2024-02-22 Martich Frederick Joseph Officer M-Exempt D Performance-Based Restricted Stock Units 1,304 0.00 0
2024-02-22 Arduini Matteo Officer M-Exempt D Performance-Based Restricted Stock Units 4,382 0.00 0
2024-01-28 Matosevic Josef Director / Officer M-Exempt D Restricted Stock Units 3,638 0.00 0
2024-01-28 Martich Frederick Joseph Officer M-Exempt D Restricted Stock Units 294 0.00 0
2024-01-28 Greenberg Marc A Officer M-Exempt A Common Stock 182 0.00 3,442
2024-01-28 Arduini Matteo Officer M-Exempt D Restricted Stock Units 385 0.00 0
2024-01-06 Wichlacz Lee Francis Officer F-InKind D Common Stock 185 42.35 7.8K 281
2024-01-06 Matosevic Josef Officer M-Exempt D Restricted Stock Units 13,245 0.00 26,492
2024-01-06 Martich Frederick Joseph Officer M-Exempt D Restricted Stock Units 515 0.00 1,030
2024-01-06 Greenberg Marc A Officer M-Exempt D Restricted Stock Units 3,968 0.00 1,938
2024-01-06 Arduini Matteo Officer M-Exempt A Common Stock 4,027 0.00 16,206
2024-01-03 Wichlacz Lee Francis Officer A-Award A Performance-Based Restricted Stock Units 2,813 0.00 2,813
2024-01-03 Matosevic Josef Officer M-Exempt A Common Stock 5,386 0.00 39,743
2024-01-03 Martich Frederick Joseph Officer M-Exempt D Restricted Stock Units 266 0.00 266
2024-01-03 Greenberg Marc A Officer A-Award A Performance-Based Restricted Stock Units 5,156 0.00 5,156
2024-01-03 Bagan Sean Officer A-Award A Restricted Stock Units 7,218 0.00 7,218
2024-01-03 Arduini Matteo Officer A-Award A Performance-Based Restricted Stock Units 4,834 0.00 4,834
2024-01-02 Bagan Sean Officer M-Exempt A Common Stock 4,000 44.68 178.7K 4,000
2023-12-11 Schuetz Alexander Director A-Award A Restricted Stock Units 1,017 0.00 1,017
2023-12-11 Sacchi Diana Director A-Award A Restricted Stock Units 1,079 0.00 1,079
2023-12-11 LEMAITRE PHILIPPE Director A-Award A Restricted Stock Units 1,608 0.00 1,608
2023-12-11 Chenanda Cary Director A-Award A Restricted Stock Units 1,017 0.00 1,017
2023-12-11 Brown Laura D Director A-Award A Restricted Stock Units 1,079 0.00 1,079
2023-12-11 Britt Douglas Director A-Award A Restricted Stock Units 955 0.00 955
2023-12-07 Schuetz Alexander Director M-Exempt A Common Stock 771 40.23 31.0K 11,929
2023-12-07 Sacchi Diana Director M-Exempt D Restricted Stock Units 725 0.00 0
2023-12-07 LEMAITRE PHILIPPE Director M-Exempt A Common Stock 1,220 40.23 49.1K 59,810
2023-12-07 Chenanda Cary Director M-Exempt D Restricted Stock Units 771 0.00 0
2023-12-07 Brown Laura D Director M-Exempt D Restricted Stock Units 818 0.00 0
2023-12-07 Britt Douglas Director M-Exempt A Common Stock 818 40.23 32.9K 20,516
2023-10-01 Bagan Sean Officer A-Award A Performance-Based Restricted Stock Units 2,312 0.00 2,312
2023-09-29 Schuetz Alexander Director A-Award A Restricted Stock Units 744 0.00 744
2023-09-29 Sacchi Diana Director A-Award A Restricted Stock Units 789 0.00 789
2023-09-29 LEMAITRE PHILIPPE Director A-Award A Restricted Stock Units 1,177 0.00 1,177
2023-09-29 Chenanda Cary Director A-Award A Restricted Stock Units 744 0.00 744
2023-09-29 Brown Laura D Director A-Award A Restricted Stock Units 789 0.00 789
2023-09-29 Britt Douglas Director A-Award A Restricted Stock Units 699 0.00 699
2023-09-23 Schuetz Alexander Director M-Exempt D Restricted Stock Units 837 0.00 0
2023-09-23 Sacchi Diana Director M-Exempt D Restricted Stock Units 786 0.00 0
2023-09-23 LEMAITRE PHILIPPE Director M-Exempt D Restricted Stock Units 1,323 0.00 0

Executive team

Top executives
EBIT / Employee
33.7K
Shares Outstanding
33.11M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Sean Bagan President & Chief Executive Officer and Chief Financial Officer 713.5K 230.8K 693.0K 705.0K 987.0K 54.1K 3.38M 41.32%
2 2025 Marc Greenberg Executive Vice President, General Counsel & Secretary 407.7K 100.0K 216.3K 220.0K 333.6K 54.1K 1.33M 32.76%
3 2025 Matteo Arduini President, Hydraulics EMEA Fluid Conveyance Technology 394.9K 198.6K 202.1K 324.6K 106.2K 1.23M 32.67%
4 2025 Michael Connaway Former Executive Vice President, Chief Financial Officer 112.1K 150.0K 367.8K 576.6K 1.21M 30.48%
5 2025 Rick Martich President, Hydraulics Motion Control Technology 305.8K 100.0K 162.2K 165.0K 252.0K 21.0K 1.01M 32.52%
6 2025 Jeremy Evans Executive Vice President, Chief Financial Officer 269.7K 75.0K 38.7K 39.4K 160.6K 21.0K 604.3K 12.92%
7 2024 Josef Matosevic Former President and Chief Executive Officer 602.7K 5.41M 69.5K 6.09M 88.96%
8 2024 Sean Bagan President & Chief Executive Officer and Chief Financial Officer 440.0K 60.0K 723.0K 90.0K 225.9K 43.8K 1.58M 51.37%
9 2024 Sean Bagan President and Chief Executive Officer and Chief Financial Officer 440.0K 60.0K 723.0K 90.0K 225.9K 43.8K 1.58M 51.37%
10 2024 Marc Greenberg General Counsel and Secretary 400.0K 630.8K 90.0K 189.6K 46.1K 1.36M 53.13%
11 2024 Marc Greenberg Executive Vice President, General Counsel & Secretary 400.0K 630.8K 90.0K 189.6K 46.1K 1.36M 53.13%
12 2024 Matteo Arduini President, Hydraulics EMEA 378.8K 603.8K 90.0K 52.3K 103.6K 1.23M 56.48%
13 2024 Matteo Arduini President, Hydraulics EMEA Fluid Conveyance Technology 378.8K 603.8K 90.0K 52.3K 103.6K 1.23M 56.48%
14 2024 Lee Wichlacz President Electronics 300.0K 375.5K 90.0K 124.2K 8.8K 898.5K 51.81%
15 2024 Rick Martich President, Hydraulics Motion Control Technology 300.0K 378.5K 90.0K 41.4K 18.4K 828.3K 56.56%
16 2023 Josef Matosevic Former President and Chief Executive Officer 950.0K 4.45M 285.0K 34.9K 5.72M 77.78%
17 2023 Matteo Arduini President, Hydraulics EMEA Fluid Conveyance Technology 350.0K 514.1K 99.0K 963.1K 53.38%
18 2023 Matteo Arduini President, Hydraulics EMEA 350.0K 514.1K 99.0K 963.1K 53.38%
19 2023 Marc Greenberg General Counsel and Secretary 330.0K 494.4K 59.4K 9.9K 893.7K 55.32%
20 2023 Marc Greenberg Executive Vice President, General Counsel & Secretary 330.0K 494.4K 59.4K 9.9K 893.7K 55.32%
21 2023 Sean Bagan President and Chief Executive Officer and Chief Financial Officer 176.0K 113.9K 506.7K 36.0K 2.0K 834.6K 60.71%
22 2023 Sean Bagan President & Chief Executive Officer and Chief Financial Officer 176.0K 113.9K 506.7K 36.0K 2.0K 834.6K 60.71%
23 2023 Rick Martich President, Hydraulics Motion Control Technology 270.0K 172.9K 11.5K 19.8K 474.2K 36.46%
24 2023 Lee Wichlacz President Electronics 265.0K 156.7K 43.4K 465.1K 33.68%
25 2022 Josef Matosevic Former President and Chief Executive Officer 900.0K 3.29M 1.70M 621.0K 33.7K 6.54M 76.24%
26 2022 Josef Matosevic President and Chief Executive Officer 900.0K 3.29M 1.70M 621.0K 33.7K 6.54M 76.24%
27 2022 Tricia Fulton Executive Vice President & Chief Financial Officer 480.0K 713.8K 297.0K 231.8K 18.3K 1.74M 58.06%
28 2022 Matteo Arduini President, QRC 315.0K 265.5K 113.1K 90.7K 89.5K 873.9K 43.33%
29 2022 Matteo Arduini President, Hydraulics EMEA 315.0K 265.5K 113.1K 90.7K 89.5K 873.9K 43.33%
30 2022 Jason Morgan President, CVT 300.0K 297.5K 113.1K 96.0K 11.8K 818.5K 50.17%
31 2022 Marc Greenberg General Counsel & Secretary 290.0K 201.3K 113.1K 100.1K 5.7K 710.2K 44.28%
32 2022 Marc Greenberg General Counsel and Secretary 290.0K 201.3K 113.1K 100.1K 5.7K 710.2K 44.28%
33 2021 Josef Matosevic President and Chief Executive Officer 786.0K 813.5K 1.91M 225.5K 1.57M 25.5K 5.33M 40.04%
34 2021 Tricia Fulton Chief Financial Officer 435.0K 325.4K 731.9K 60.5K 565.5K 17.4K 2.14M 37.10%
35 2021 Tricia Fulton Executive Vice President & Chief Financial Officer 435.0K 325.4K 731.9K 60.5K 565.5K 17.4K 2.14M 37.10%
36 2021 Melanie Nealis Former Chief Legal Officer and Secretary 355.0K 108.5K 563.5K 45.4K 301.8K 8.0K 1.38M 44.06%
37 2021 Matteo Arduini President, QRC 306.0K 108.5K 276.2K 23.8K 230.0K 98.5K 1.04M 28.76%
38 2021 Jinger McPeak Former President, Electronic Controls 117.2K 280.5K 23.8K 443.7K 865.3K 35.17%
39 2021 Jason Morgan President, CVT 237.0K 162.7K 127.6K 154.4K 7.6K 689.3K 18.52%
40 2020 Josef Matosevic President and Chief Executive Officer 406.2K 1.12M 63.7K 583.1K 49.7K 2.23M 53.36%
41 2020 Wolfgang Dangel (Former) President and Chief Executive Officer 161.1K 860.9K 89.1K 1.08M 2.19M 43.42%
42 2020 Tricia Fulton Executive Vice President & Chief Financial Officer 405.7K 66.1K 652.6K 41.5K 351.0K 17.1K 1.53M 45.25%
43 2020 Tricia Fulton Chief Financial Officer 405.7K 66.1K 652.6K 41.5K 351.0K 17.1K 1.53M 45.25%
44 2020 Rajasekhar Menon President, CVT 278.7K 490.0K 33.0K 698.5K 1.50M 34.86%
45 2020 Melanie Nealis Chief Legal and Compliance Officer and Secretary 332.8K 66.1K 505.2K 34.0K 192.0K 7.4K 1.14M 47.40%
46 2020 Melanie Nealis Former Chief Legal Officer and Secretary 332.8K 66.1K 505.2K 34.0K 192.0K 7.4K 1.14M 47.40%
47 2020 Matteo Arduini President, QRC 271.4K 333.6K 16.8K 127.2K 85.7K 834.6K 41.98%
48 2020 Jinger McPeak Former President, Electronic Controls 278.0K 50.8K 341.7K 17.6K 120.3K 12.6K 821.1K 43.77%
49 2020 Jinger McPeak President, Electronic Controls 278.0K 50.8K 341.7K 17.6K 120.3K 12.6K 821.1K 43.77%
50 2019 Wolfgang Dangel (Former) President and Chief Executive Officer 545.4K 640.4K 196.6K 35.1K 1.42M 45.18%
51 2019 Wolfgang H. Dangel (Former) President and Chief Executive Officer 545.4K 640.4K 196.6K 35.1K 1.42M 45.18%
52 2019 Tricia L. Fulton Chief Financial Officer 397.1K 391.0K 144.0K 16.8K 948.9K 41.20%
53 2019 Tricia Fulton Chief Financial Officer 397.1K 391.0K 144.0K 16.8K 948.9K 41.20%
54 2019 Rajasekhar Menon President, CVT 261.2K 106.6K 292.1K 54.7K 97.2K 811.7K 35.98%
55 2019 Melanie Nealis Former Chief Legal Officer and Secretary 318.7K 311.8K 76.6K 707.0K 44.10%
56 2019 Melanie Nealis Chief Legal and Compliance Officer and Secretary 318.7K 311.8K 76.6K 707.0K 44.10%
57 2019 Melanie M. Nealis Chief Legal and Compliance Officer and Secretary 318.7K 311.8K 76.6K 707.0K 44.10%
58 2019 Jinger J. McPeak President, Electronic Controls 260.3K 129.5K 58.2K 12.6K 460.5K 28.12%
59 2019 Jinger McPeak Former President, Electronic Controls 260.3K 129.5K 58.2K 12.6K 460.5K 28.12%
60 2019 Jinger McPeak President, Electronic Controls 260.3K 129.5K 58.2K 12.6K 460.5K 28.12%
61 2019 Matteo Arduini President, QRC 246.3K 123.6K 38.0K 51.0K 458.9K 26.94%
62 2018 Wolfgang H. Dangel President and Chief Executive Officer 529.9K 8.4K 968.6K 32.2K 1.54M 62.93%
63 2018 Wolfgang H. Dangel (Former) President and Chief Executive Officer 529.9K 8.4K 968.6K 32.2K 1.54M 62.93%
64 2018 Wolfgang Dangel (Former) President and Chief Executive Officer 529.9K 8.4K 968.6K 32.2K 1.54M 62.93%
65 2018 Tricia L. Fulton Chief Financial Officer 322.8K 5.4K 710.3K 34.3K 1.07M 66.21%
66 2018 Tricia Fulton Chief Financial Officer 322.8K 5.4K 710.3K 34.3K 1.07M 66.21%
67 2018 Melanie M. Nealis Chief Legal and Compliance Officer and Secretary 147.8K 102.0K 311.7K 561.6K 55.50%
68 2018 Melanie Nealis Chief Legal and Compliance Officer and Secretary 147.8K 102.0K 311.7K 561.6K 55.50%
69 2018 Craig Roser Global Lead, CVT Sales and Business Development 238.7K 4.2K 269.1K 24.2K 536.1K 50.19%
70 2018 Jinger McPeak Global Co-Lead, Electronic Controls 240.7K 93.4K 134.5K 13.7K 482.3K 27.90%
71 2018 Jinger J. McPeak President, Electronic Controls 240.7K 93.4K 134.5K 13.7K 482.3K 27.90%
72 2018 Jinger McPeak President, Electronic Controls 240.7K 93.4K 134.5K 13.7K 482.3K 27.90%
73 2018 Gary A. Gotting Global Lead, CVT Product Development and Marketing 224.0K 4.1K 177.6K 21.5K 427.2K 41.57%
74 2018 Matteo Arduini President, QRC 217.8K 41.3K 25.6K 284.7K 0.00%
75 2017 Wolfgang H. Dangel (Former) President and Chief Executive Officer 515.0K 826.00 425.4K 17.6K 958.8K 44.37%
76 2017 Wolfgang H. Dangel President and Chief Executive Officer 515.0K 826.00 425.4K 17.6K 958.8K 44.37%
77 2017 Tricia L. Fulton Chief Financial Officer 262.0K 30.8K 425.4K 20.0K 738.2K 57.62%
78 2017 Craig Roser Global Lead, CVT Sales and Business Development 205.0K 30.8K 159.5K 13.4K 408.8K 39.02%
79 2017 Jinger McPeak Global Co-Lead, Electronic Controls 209.1K 55.1K 79.8K 12.1K 356.0K 22.41%
80 2017 Jinger J. McPeak President, Electronic Controls 209.1K 55.1K 79.8K 12.1K 356.0K 22.41%
81 2017 Gary A. Gotting Global Lead, CVT Product Development and Marketing 200.0K 6.8K 106.4K 10.1K 323.3K 32.90%
82 2017 Kennon H. Guglielmo Global Co-Lead, Electronic Controls 41.2K 10.1K 79.00 51.4K 0.00%
83 2016 Wolfgang H. Dangel President and Chief Executive Officer 386.3K 331.6K 15.1K 732.9K 45.24%
84 2016 Tim A. Twitty Officer 252.5K 150.6K 403.1K 0.00%
85 2016 Tricia L. Fulton Chief Financial Officer 250.9K 28.3K 279.2K 0.00%
86 2016 Steven Hancox Officer 146.4K 63.1K 209.5K 0.00%
87 2016 Mark B. Bokorney Officer 180.4K 18.5K 198.9K 0.00%
88 2016 Gary A. Gotting Global Lead, CVT Product Development and Marketing 180.8K 13.3K 194.1K 0.00%
89 2016 Craig Roser Global Lead, CVT Sales and Business Development 156.0K 12.0K 168.0K 0.00%
90 2016 Allen J. Carlson President and Chief Executive Officer 128.8K 13.6K 142.4K 0.00%
91 2016 Kennon H. Guglielmo Global Co-Lead, Electronic Controls 17.4K 17.4K 0.00%
92 2015 Tim A. Twitty Officer 249.7K 328.8K 349.2K 927.6K 35.44%
93 2015 Tricia L. Fulton Chief Financial Officer 247.7K 328.8K 35.7K 612.2K 53.71%
94 2015 Allen J. Carlson President and Chief Executive Officer 515.0K 56.2K 571.2K 0.00%
95 2015 Mark B. Bokorney Officer 176.5K 179.3K 30.7K 386.6K 46.39%
96 2015 Steven Hancox Officer 209.3K 35.9K 41.1K 286.3K 12.53%
97 2015 Gary A. Gotting Global Lead, CVT Product Development and Marketing 178.2K 26.9K 18.4K 223.6K 12.03%
98 2015 Craig Roser Global Lead, CVT Sales and Business Development 150.0K 26.9K 15.7K 192.5K 13.97%
99 2014 Allen J. Carlson President and Chief Executive Officer 530.8K 607.9K 80.6K 1.22M 49.86%
100 2014 Allen J. Carlson President and Chief Executive Officer 530.8K 607.9K 80.6K 1.22M 49.86%
101 2014 Tim A. Twitty Officer 248.6K 393.4K 292.3K 934.3K 42.10%
102 2014 Tim A. Twitty Officer 248.6K 393.4K 292.3K 934.3K 42.10%
103 2014 Tricia L. Fulton Chief Financial Officer 246.5K 393.4K 57.3K 697.2K 56.42%
104 2014 Tricia L. Fulton Chief Financial Officer 246.5K 393.4K 57.3K 697.2K 56.42%
105 2014 Steven Hancox Officer 221.6K 230.7K 61.9K 514.2K 44.86%
106 2014 Steven Hancox Officer 221.6K 230.7K 61.9K 514.2K 44.86%
107 2014 Mark B. Bokorney Officer 164.6K 178.8K 32.7K 376.1K 47.53%
108 2014 Mark B. Bokorney Officer 164.6K 178.8K 32.7K 376.1K 47.53%
109 2013 Allen J. Carlson President and Chief Executive Officer 494.2K 583.4K 65.1K 1.14M 51.06%
110 2013 Allen J. Carlson President and Chief Executive Officer 494.2K 583.4K 65.1K 1.14M 51.06%
111 2013 Tim A. Twitty Officer 222.8K 316.2K 41.1K 580.0K 54.51%
112 2013 Tim Twitty Officer 222.8K 316.2K 41.1K 580.0K 54.51%
113 2013 Tim A. Twitty Officer 222.8K 316.2K 41.1K 580.0K 54.51%
114 2013 Tricia L. Fulton Chief Financial Officer 220.8K 316.2K 40.7K 577.7K 54.73%
115 2013 Tricia L. Fulton Chief Financial Officer 220.8K 316.2K 40.7K 577.7K 54.73%
116 2013 Steven Hancox Officer 199.1K 242.8K 47.4K 489.3K 49.62%
117 2013 Steven Hancox Officer 199.1K 242.8K 47.4K 489.3K 49.62%
118 2013 Steve Hancox Officer 199.1K 242.8K 47.4K 489.3K 49.62%
119 2013 Mark B. Bokorney Officer 130.6K 112.9K 22.6K 266.1K 42.44%
120 2013 Mark Bokorney 130.6K 112.9K 22.6K 266.1K 42.44%
121 2013 Mark B. Bokorney Officer 130.6K 112.9K 22.6K 266.1K 42.44%
122 2012 Allen J. Carlson President and Chief Executive Officer 468.9K 381.2K 115.3K 965.3K 39.48%
123 2012 Allen J. Carlson President and Chief Executive Officer 468.9K 381.2K 115.3K 965.3K 39.48%
124 2012 Tim Twitty Officer 197.4K 205.8K 55.0K 458.2K 44.92%
125 2012 Tim Twitty Officer 197.4K 205.8K 55.0K 458.2K 44.92%
126 2012 Tricia L. Fulton Chief Financial Officer 195.4K 205.8K 54.2K 455.4K 45.20%
127 2012 Tricia L. Fulton Chief Financial Officer 195.4K 205.8K 54.2K 455.4K 45.20%
128 2012 Steve Hancox Officer 174.2K 152.5K 53.3K 380.0K 40.12%
129 2012 Jeffrey Cooper Officer 130.0K 21.5K 151.5K 0.00%
130 2011 Allen J. Carlson President and Chief Executive Officer 400.2K 426.9K 73.5K 900.6K 47.40%
131 2011 Allen J. Carlson President and Chief Executive Officer 400.2K 426.9K 73.5K 900.6K 47.40%
132 2011 Tim Twitty Officer 169.7K 213.5K 36.8K 420.0K 50.83%
133 2011 Tim Twitty Officer 169.7K 213.5K 36.8K 420.0K 50.83%
134 2011 Tricia L. Fulton Chief Financial Officer 167.7K 213.5K 36.4K 417.6K 51.12%
135 2011 Tricia L. Fulton Chief Financial Officer 167.7K 213.5K 36.4K 417.6K 51.12%
136 2011 Tim Twitty Officer Steven Hancox Officer 148.0K 142.3K 39.2K 329.4K 43.20%
137 2011 Steve Hancox Officer 148.0K 142.3K 39.2K 329.4K 43.20%
138 2011 Jeffrey Cooper Officer 161.0K 31.4K 192.4K 0.00%
139 2010 Allen J. Carlson President and Chief Executive Officer 369.6K 256.7K 54.9K 681.1K 37.68%
140 2010 Tim Twitty Officer 140.7K 121.3K 26.4K 288.4K 42.07%
141 2010 Tricia L. Fulton Chief Financial Officer 138.7K 121.3K 26.1K 286.1K 42.40%
142 2010 Jeffrey Cooper Officer 159.5K 23.9K 183.4K 0.00%
143 2010 Peter G. Robson General Manager, Sun Hydraulics Limited 102.2K 22.2K 124.3K 0.00%
144 2009 Allen J. Carlson President and Chief Executive Officer 366.5K 158.0K 21.0K 545.6K 28.96%
145 2009 Tim Twitty Officer 139.5K 63.7K 10.4K 213.7K 29.83%
146 2009 Tricia L. Fulton Chief Financial Officer 137.6K 63.7K 10.3K 211.6K 30.12%
147 2009 Jeffrey Cooper Officer 158.2K 9.7K 167.9K 0.00%
148 2009 Peter G. Robson General Manager, Sun Hydraulics Limited 146.5K 18.7K 165.2K 0.00%
149 2008 Allen J. Carlson President and Chief Executive Officer 373.0K 132.3K 46.7K 552.0K 23.97%
150 2008 Peter G. Robson General Manager, Sun Hydraulics Limited 176.2K 28.4K 42.3K 246.8K 11.49%
151 2008 Tim Twitty Officer 142.0K 56.7K 26.9K 225.6K 25.13%
152 2008 Tricia L. Fulton Chief Financial Officer 140.0K 56.7K 26.5K 223.2K 25.40%
153 2008 Jeffrey Cooper Officer 161.0K 29.7K 190.7K 0.00%
154 2008 Clyde G. Nixon Former Chairman of the Board of Directors
155 2008 Richard J. Dobbyn Former Chief Financial Officer
156 2007 Allen J. Carlson President and Chief Executive Officer 345.0K 170.0K 33.2K 548.2K 31.01%
157 2007 Allen J. Carlson President and Chief Executive Officer 345.0K 99.7K 15.2K 33.2K 493.1K 23.30%
158 2007 Peter G. Robson General Manager, Sun Hydraulics Limited 184.0K 91.0K 22.1K 297.1K 30.64%
159 2007 Peter G. Robson General Manager, Sun Hydraulics Limited 184.0K 25.0K 22.1K 231.1K 10.82%
160 2007 Jeffrey Cooper Officer 161.0K 22.4K 3.3K 20.9K 207.6K 12.37%
161 2007 Tim Twitty Officer 132.0K 45.0K 17.7K 194.7K 23.11%
162 2007 Tricia L. Fulton Chief Financial Officer 124.6K 45.0K 16.6K 186.1K 24.18%
163 2007 Jeffrey Cooper Officer 161.0K 20.9K 181.9K 0.00%
164 2007 Tricia L. Fulton Chief Financial Officer 124.6K 29.6K 1.0K 16.6K 171.7K 17.82%
165 2007 Richard J. Dobbyn Former Chief Financial Officer
166 2007 Clyde G. Nixon Former Chairman of the Board of Directors
167 2007 Clyde G. Nixon Former Chairman of the Board of Directors
168 2007 Richard J. Dobbyn Former Chief Financial Officer
169 2006 Allen J. Carlson President and Chief Executive Officer 312.0K 80.9K 19.9K 40.6K 453.4K 22.23%
170 2006 Allen J. Carlson President and Chief Executive Officer 312.0K 80.9K 19.9K 40.6K 453.4K 22.23%
171 2006 Peter G. Robson General Manager, Sun Hydraulics Limited 169.8K 43.0K 21.4K 234.2K 18.36%
172 2006 Peter G. Robson General Manager, Sun Hydraulics Limited 169.8K 43.0K 21.4K 234.2K 18.36%
173 2006 Jeffrey Cooper Officer 156.0K 31.7K 4.7K 21.9K 214.3K 17.02%
174 2006 Jeffrey Cooper Officer 156.0K 31.7K 4.7K 21.9K 214.3K 17.02%
175 2006 Jeffrey Cooper 156.0K 31.7K 4.7K 21.9K 214.3K 17.02%
176 2006 Richard J. Dobbyn Former Chief Financial Officer 121.9K 22.2K 5.8K 16.9K 166.7K 16.77%
177 2006 Richard J. Dobbyn Former Chief Financial Officer 121.9K 22.2K 5.8K 16.9K 166.7K 16.77%
178 2006 Tricia L. Fulton Chief Financial Officer 108.2K 20.6K 2.5K 14.3K 145.6K 15.84%
179 2006 Tricia L. Fulton Chief Financial Officer 108.2K 20.6K 2.5K 14.3K 145.6K 15.84%
180 2006 Clyde G. Nixon Former Chairman of the Board of Directors 100.0K 17.6K 14.1K 131.8K 13.38%
181 2006 Clyde G. Nixon Former Chairman of the Board of Directors 100.0K 17.6K 14.1K 131.8K 13.38%
182 2005 Allen J. Carlson President and Chief Executive Officer 260.0K 260.0K 0.00%
183 2005 Richard J. Dobbyn Chief Financial Officer 160.0K 160.0K 0.00%
184 2005 Jeffrey Cooper Engineering Manager 152.0K 152.0K 0.00%
185 2005 Peter G. Robson General Manager, Sun Hydraulics Limited 143.9K 143.9K 0.00%
186 2005 Clyde G. Nixon Chairman of the Board of Directors 133.3K 133.3K 0.00%
187 2004 Allen J. Carlson President and Chief Executive Officer 201.0K 201.0K 0.00%
188 2004 Clyde G. Nixon Chairman of the Board of Directors 200.0K 200.0K 0.00%
189 2004 Richard J. Dobbyn Chief Financial Officer 150.0K 150.0K 0.00%
190 2004 Jeffrey Cooper Engineering Manager 148.0K 148.0K 0.00%
191 2004 Peter G. Robson General Manager, Sun Hydraulics Limited 143.1K 143.1K 0.00%
192 2003 Clyde G. Nixon Chairman of the Board of Directors 200.3K 200.3K 0.00%
193 2003 Allen J. Carlson President and Chief Executive Officer 180.3K 180.3K 0.00%
194 2003 Jeffrey Cooper Engineering Manager 143.3K 143.3K 0.00%
195 2003 Jeffrey Cooper Engineering Manager 143.3K 143.3K 0.00%
196 2003 Richard J. Dobbyn Chief Financial Officer 140.3K 140.3K 0.00%
197 2003 Richard J. Dobbyn Chief Financial Officer 140.3K 140.3K 0.00%
198 2003 Peter G. Robson General Manager, Sun Hydraulics Limited 131.8K 131.8K 0.00%
199 2002 Clyde G. Nixon Chairman of the Board of Directors 191.7K 191.7K 0.00%
200 2002 Clyde G. Nixon Chairman of the Board of Directors 191.7K 191.7K 0.00%
201 2002 Allen J. Carlson Jeffrey Cooper Richard J. Dobbyn 173.3K 173.3K 0.00%
202 2002 Allen J. Carlson President and Chief Executive Officer 173.3K 173.3K 0.00%
203 2002 Jeffrey Cooper Engineering Manager 138.2K 138.2K 0.00%
204 2002 Jeffrey Cooper Engineering Manager 138.2K 138.2K 0.00%
205 2002 Richard J. Dobbyn Chief Financial Officer 135.3K 135.3K 0.00%
206 2002 Richard J. Dobbyn Chief Financial Officer 135.3K 135.3K 0.00%
207 2002 Peter G. Robson General Manager, Sun Hydraulics Limited 131.8K 131.8K 0.00%
208 2001 Clyde G. Nixon Chairman of the Board of Directors 197.5K 197.5K 0.00%
209 2001 Allen J. Carlson President and Chief Executive Officer 178.0K 178.0K 0.00%
210 2001 Jeffrey Cooper Engineering Manager 141.6K 10.3K 151.9K 0.00%
211 2001 Richard J. Dobbyn Chief Financial Officer 138.6K 7.3K 145.9K 0.00%
212 2001 Jeffrey Cooper Engineering Manager 141.6K 141.6K 0.00%
213 2001 Allen J. Carlson Jeffrey Cooper Richard J. Dobbyn 141.6K 141.6K 0.00%
214 2001 Richard J. Dobbyn Chief Financial Officer 138.6K 138.6K 0.00%
215 2001 Peter G. Robson General Manager, Sun Hydraulics Limited 138.6K 138.6K 0.00%
216 2001 Peter G. Robson General Manager, Sun Hydraulics Limited 117.6K 117.6K 0.00%
217 2000 Clyde G. Nixon Chairman of the Board of Directors 205.2K 19.8K 225.0K 0.00%
218 2000 Allen J. Carlson President and Chief Executive Officer 157.5K 10.2K 167.7K 0.00%
219 2000 Jeffrey Cooper Engineering Manager 138.1K 14.7K 152.8K 0.00%
220 2000 Richard J. Dobbyn Chief Financial Officer 130.0K 9.6K 139.6K 0.00%
221 2000 Peter G. Robson General Manager, Sun Hydraulics Limited 104.0K 18.6K 122.6K 0.00%
222 1999 Clyde G. Nixon Chairman of the Board of Directors 205.2K 11.7K 216.9K 0.00%
223 1999 Jeffrey Cooper Engineering Manager 133.1K 7.2K 140.3K 0.00%
224 1999 Allen J. Carlson President and Chief Executive Officer 122.0K 2.9K 124.9K 0.00%
225 1999 Richard J. Dobbyn Chief Financial Officer 118.0K 4.2K 122.2K 0.00%
226 1999 Peter G. Robson General Manager, Sun Hydraulics Limited 100.2K 18.4K 118.6K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-05-07 DEFA14A
2026-05-04 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-11 8-K
2026-05-07 DEFA14A
2026-05-07 ARS
2026-05-04 DEF 14A
2026-04-30 SC 13G
2026-04-02 4
2026-03-27 SC 13G/A
2026-03-23 4
2026-03-23 4
2026-03-23 4

Executive team

NameTitleCompensationGender
Sean Bagan President, Chief Executive Officer & Director 769.8K male
Marc A. Greenberg Executive Vice President, General Counsel & Secretary 635.7K male
Matteo Arduini President of Hydraulics - FCT 534.7K male
Jeremy Evans CFO & EVP male
Jonathan Kaufmann Chief Engineer of Design
Rick Martich President of Hydraulics - MCT male
Shaun Polasky Vice President of Human Resources male
Benjamin Kaufmann Chief Engineer of R&D
Tania Almond Vice President of Investor Relations, Corporate Communications & Risk Management female
Billy Aldridge President of Electronics Segment male
Jean-Pierre Parent Senior Vice President & MD of Balboa Water Group, LLC male
ESG Rating
B-
INDUSTRIAL - MACHINERY
Rank: 72 out of 78
2022
E (Environmental)
62.3 / 62.9
Company / Sector avg.
S (Social)
74.5 / 67.9
Company / Sector avg.
G (Governance)
69.7 / 67.6
Company / Sector avg.
ESG Total
68.8 / 66.1
Company / Sector avg.
ESG Score History INDUSTRIAL - MACHINERY
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2023-07-18 2023-08-21 Josh Gottheimer NJ05 Joint Sale (Full) $1,001 - $15,000
2023-06-12 2023-07-11 Josh Gottheimer NJ05 Joint Sale (Partial) $1,001 - $15,000
2021-11-03 2021-12-13 Josh Gottheimer NJ05 Joint Sale (Partial) $1,001 - $15,000
2020-10-29 2020-11-05 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2020-06-30 2020-07-17 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits