Helios Technologies, Inc. (HLIO)
Sarasota, FL, US
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.
Based on only 2 articles — low confidence
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +14.04% | +10.45% | +9.05% | +5.27% | +46.14% | +45.02% | +136.35% | +42.67% | +4.47% | +160.56% | +2,426.71% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 4 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| 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%
|
-
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)
* 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 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
|
| 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
Ownership Overview
| # | 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)
| # | 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 — |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
No Senate trading activity found for this company.
| 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 | ↗ |
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Community Opinion for HLIO
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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