Helix Energy Solutions Group, Inc. (HLX)
Houston, TX, US
Helix Energy Solutions Group, Inc., founded in 1979 and based in Houston, Texas, (and known as Cal Dive International, Inc., until its name change in March 2006) is an offshore energy services firm. It provides an array of specialized solutions to the offshore energy sector, primarily across major global regions such as Brazil, the Gulf of Mexico, the North Sea, Asia Pacific, and West Africa. The company's operations are divided into three core business units: Well Intervention, Robotics, and Production Facilities. The Robotics segment focuses on complex subsea infrastructure work, encompassing the installation of flowlines, control umbilicals, manifold assemblies, and risers. This also includes the trenching and burial of pipelines, precision tie-in of risers and manifold assemblies, as well as commissioning, testing, inspection activities, and the deployment and connection of cables and umbilicals. Within its Well Intervention segment, Helix offers critical services for well optimization, including intervention engineering and production enhancement. This segment also performs comprehensive inspection, repair, and maintenance for various subsea assets, such as production structures, well trees, jumpers, risers, pipelines, and general subsea equipment, supported by related technical assistance. The Production Facilities segment delivers a range of support services, from oil and natural gas processing facilities and rapid response systems to site clearance and general subsea support. Additionally, the company provides environmental reclamation and remediation services, complete well and pipeline plug-and-abandonment operations, and thorough site inspections. Helix serves a broad customer base, including independent oil and gas producers and suppliers, pipeline transmission companies, renewable energy businesses, and offshore engineering and construction firms.
| Target company | Date | Filing |
|---|---|---|
| GAS CORPORATION | 2006-03-31 | View |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.00% | -6.50% | -9.66% | +1.74% | +40.39% | +49.12% | +51.05% | +44.96% | +70.00% | +16.73% | +87.00% |
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 | 3 | 0 |
| Buy | 1 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 1 |
14.00
+50.6%
|
-
Revenue growth Oil & Gas Equipment & Services: +6.7%-4.9% Q1'26: +3.6% (vs Q1'25)
-
EPS growth Oil & Gas Equipment & Services: +14.3%-41.7% Q1'26: -545.5% (vs Q1'25)
-
FCF margin FCF growth · Oil & Gas Equipment & Services: +40.2%+11.9% Q1'26: +20.5% (vs Q1'25)
-
EBIT margin Oil & Gas Equipment & Services: +10.9%+5.1% Q1'26: -4.6% (vs Q1'25)
-
ROIC Oil & Gas Equipment & Services: +6.7%+2.7% Q1'26: -2.6% (vs Q1'25)
-
Share dilution Oil & Gas Equipment & Services: +0.3%-4.0% ★ Q1'26: -3.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Oil & Gas Equipment & Services: 0.32×2.49× Q1'26: -11.75× (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 2000 actual |
Dec 2001 actual |
Dec 2002 actual |
Dec 2003 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 2 EPS Ana. |
Dec 2027 3 Rev. Ana. 2 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
Dec 2029 1 Rev. Ana. 1 EPS Ana. |
Dec 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
181.01M
est: 154.65M (+17.1%)
|
227.14M
est: 219.46M (+3.5%)
|
302.71M
est: 333.96M (-9.4%)
|
396.27M
est: 386.12M (+2.6%)
|
799.47M
est: 684.05M (+16.9%)
|
1.37B
est: 1.47B (-7.3%)
|
1.77B
est: 1.75B (+1.0%)
|
2.15B
est: 7.94B (-73.0%)
|
1.46B
est: 1.27B (+14.9%)
|
1.20B
est: 1.53B (-21.8%)
|
1.40B
est: 1.12B (+24.6%)
|
846.11M
est: 2.37B (-64.2%)
|
876.56M
est: 896.04M (-2.2%)
|
1.11B
est: 1.29B (-14.3%)
|
695.80M
est: 692.36M (+0.5%)
|
487.58M
est: 488.52M (-0.2%)
|
581.38M
est: 577.82M (+0.6%)
|
739.82M
est: 737.16M (+0.4%)
|
751.91M
est: 750.94M (+0.1%)
|
733.56M
est: 725.44M (+1.1%)
|
674.73M
est: 640.91M (+5.3%)
|
873.10M
est: 841.59M (+3.7%)
|
1.29B
est: 1.39B (-7.3%)
|
1.36B
est: 1.32B (+3.2%)
|
1.29B
est: 1.26B (+2.5%)
|
1.28B
1.26B – 1.30B
+1.9% YoY
|
1.34B
1.33B – 1.36B
+4.4% YoY
|
1.43B
1.41B – 1.45B
+6.8% YoY
|
1.48B
1.46B – 1.51B
+3.7% YoY
|
1.46B
1.44B – 1.48B
-1.9% YoY
|
| EBITDA |
65.30M
est: 55.34M (+18.0%)
|
80.12M
est: 75.47M (+6.2%)
|
65.76M
est: 68.93M (-4.6%)
|
126.95M
est: 106.80M (+18.9%)
|
221.69M
est: 280.70M (-21.0%)
|
398.65M
est: 863.03M (-53.8%)
|
412.74M
est: 816.96M (-49.5%)
|
-72.04M
est: -960.74M (+92.5%)
|
562.14M
est: 228.52M (+146.0%)
|
149.68M
est: 302.54M (-50.5%)
|
554.95M
est: 285.53M (+94.4%)
|
19.95M
est: -259.99M (+107.7%)
|
276.04M
est: 232.31M (+18.8%)
|
393.65M
est: 300.17M (+31.1%)
|
-330.93M
est: -450.56M (+26.6%)
|
51.57M
est: 63.77M (-19.1%)
|
109.74M
est: 109.74M (+0.0%)
|
159.02M
est: 117.66M (+35.2%)
|
189.22M
est: 120.22M (+57.4%)
|
164.45M
est: 116.13M (+41.6%)
|
94.36M
est: 111.28M (-15.2%)
|
87.68M
est: 42.70M (+105.4%)
|
192.99M
est: 214.87M (-10.2%)
|
253.17M
est: 203.19M (+24.6%)
|
252.64M
est: 194.47M (+29.9%)
|
198.25M
195.25M – 201.25M
+1.9% YoY
|
206.88M
205.37M – 209.90M
+4.4% YoY
|
220.91M
217.84M – 224.55M
+6.8% YoY
|
229.09M
225.91M – 232.87M
+3.7% YoY
|
224.77M
221.65M – 228.47M
-1.9% YoY
|
| EBIT |
34.57M
est: 29.36M (+17.7%)
|
45.59M
est: 43.45M (+4.9%)
|
21.01M
est: 22.05M (-4.7%)
|
56.16M
est: 49.01M (+14.6%)
|
221.69M
est: 179.66M (+23.4%)
|
398.65M
est: 421.43M (-5.4%)
|
412.74M
est: 402.61M (+2.5%)
|
-398.60M
est: -1.25B (+68.2%)
|
319.65M
est: -51.01M (+726.6%)
|
67.81M
est: -101.87M (+166.6%)
|
243.85M
est: 210.55M (+15.8%)
|
-77.29M
est: -299.15M (+74.2%)
|
177.65M
est: 146.28M (+21.4%)
|
285.17M
est: 183.92M (+55.0%)
|
-449.19M
est: -416.99M (-7.7%)
|
-60.59M
est: -73.16M (+17.2%)
|
996.0K
est: -1.13M (+188.1%)
|
47.99M
est: 27.09M (+77.1%)
|
76.50M
est: 2.52M (+2,937.2%)
|
30.74M
est: 2.43M (+1,163.4%)
|
-47.15M
est: -55.19M (+14.6%)
|
-55.01M
est: -96.81M (+43.2%)
|
28.87M
est: 7.07M (+308.5%)
|
115.97M
est: 6.68M (+1,635.0%)
|
65.26M
est: 6.40M (+920.1%)
|
6.52M
6.42M – 6.62M
+1.9% YoY
|
6.81M
6.76M – 6.90M
+4.4% YoY
|
7.27M
7.17M – 7.39M
+6.8% YoY
|
7.54M
7.43M – 7.66M
+3.7% YoY
|
7.39M
7.29M – 7.52M
-1.9% YoY
|
| Net Income |
23.33M
est: 19.75M (+18.1%)
|
28.93M
est: 27.57M (+4.9%)
|
12.38M
est: 12.88M (-3.9%)
|
34.21M
est: 29.79M (+14.8%)
|
152.57M
est: 123.40M (+23.6%)
|
347.39M
est: 371.87M (-6.6%)
|
320.48M
est: 313.58M (+2.2%)
|
-630.85M
est: -1.40B (+54.8%)
|
156.05M
est: 3.77M (+4,039.9%)
|
-126.99M
est: -153.46M (+17.2%)
|
129.98M
est: 116.81M (+11.3%)
|
-46.30M
est: -170.81M (+72.9%)
|
109.92M
est: 86.14M (+27.6%)
|
195.05M
est: 138.26M (+41.1%)
|
-376.98M
est: -512.15M (+26.4%)
|
-81.45M
est: -97.75M (+16.7%)
|
30.05M
est: 30.05M (+0.0%)
|
28.60M
est: 11.58M (+146.9%)
|
57.92M
est: 54.68M (+5.9%)
|
22.17M
est: 6.09M (+263.9%)
|
-61.68M
est: -66.36M (+7.0%)
|
-87.78M
est: -119.93M (+26.8%)
|
-10.84M
est: -6.77M (-60.0%)
|
55.64M
est: 56.73M (-1.9%)
|
30.83M
est: 26.00M (+18.6%)
|
40.25M
39.46M – 41.05M
+54.8% YoY
|
85.44M
83.75M – 87.12M
+112.3% YoY
|
83.00M
81.63M – 84.91M
-2.9% YoY
|
99.46M
97.67M – 101.59M
+19.8% YoY
|
56.41M
55.39M – 57.62M
-43.3% YoY
|
| SGA |
20.80M
est: 17.35M (+19.9%)
|
21.33M
est: 20.53M (+3.9%)
|
32.78M
est: 35.60M (-7.9%)
|
35.92M
est: 30.12M (+19.2%)
|
62.79M
est: 51.59M (+21.7%)
|
119.58M
est: 127.60M (-6.3%)
|
151.38M
est: 148.06M (+2.2%)
|
184.71M
est: 215.42M (-14.3%)
|
130.85M
est: 186.48M (-29.8%)
|
122.08M
est: 173.04M (-29.5%)
|
99.59M
est: 87.85M (+13.4%)
|
94.42M
est: 92.25M (+2.3%)
|
82.27M
est: 74.72M (+10.1%)
|
92.52M
est: 81.27M (+13.8%)
|
57.28M
est: 78.73M (-27.2%)
|
65.93M
est: 79.31M (-16.9%)
|
63.26M
est: 63.26M (+0.0%)
|
70.29M
est: 53.79M (+30.7%)
|
69.84M
est: 60.96M (+14.6%)
|
61.08M
est: 58.89M (+3.7%)
|
63.45M
est: 75.13M (-15.5%)
|
76.75M
est: 76.19M (+0.7%)
|
94.43M
est: 106.18M (-11.1%)
|
91.65M
est: 100.40M (-8.7%)
|
75.94M
est: 96.10M (-21.0%)
|
97.96M
96.48M – 99.45M
+1.9% YoY
|
102.23M
101.48M – 103.72M
+4.4% YoY
|
109.16M
107.65M – 110.96M
+6.8% YoY
|
113.21M
111.63M – 115.07M
+3.7% YoY
|
111.07M
109.53M – 112.90M
-1.9% YoY
|
| EPS |
0.11
est: 0.27 (-58.5%)
|
0.14
est: 0.41 (-65.9%)
|
0.06
est: 0.31 (-80.4%)
|
0.17
est: 0.37 (-53.4%)
|
1.94
est: 1.35 (+43.7%)
|
4.07
est: 3.13 (+30.0%)
|
3.52
est: 2.95 (+19.3%)
|
-6.96
est: 2.84 (-345.5%)
|
1.01
est: 0.51 (+98.0%)
|
-1.22
est: 0.54 (-328.0%)
|
1.23
est: 0.99 (+24.2%)
|
-0.44
est: 1.61 (-127.4%)
|
1.04
est: 0.87 (+20.2%)
|
1.85
est: 1.20 (+54.2%)
|
-3.58
est: 0.17 (-2,212.3%)
|
-0.73
est: -0.33 (-122.3%)
|
0.20
est: -0.15 (+236.6%)
|
0.19
est: 0.22 (-12.7%)
|
0.39
est: 0.35 (+10.3%)
|
0.13
est: 0.04 (+230.0%)
|
-0.41
est: -0.49 (+16.8%)
|
-0.58
est: -0.54 (-8.3%)
|
-0.07
est: -0.04 (-60.5%)
|
0.37
est: 0.38 (-3.0%)
|
0.21
est: 0.17 (+20.1%)
|
0.27
0.27 – 0.28
+54.8% YoY
|
0.57
0.56 – 0.59
+112.3% YoY
|
0.56
0.55 – 0.57
-2.5% YoY
|
0.67
0.66 – 0.68
+19.6% YoY
|
0.38
0.37 – 0.39
-43.3% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-24 | TD Cowen | Buy | Buy | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-27 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-26 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-22 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-21 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-20 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-19 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-18 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-15 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-14 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-13 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-12 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-11 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-08 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-07 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-06 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-05 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-04 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-01 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-30 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-29 | B+ | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-28 | B+ | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-27 | B+ | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-24 | B+ | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-23 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-22 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 2/5 | 4/5 |
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 | (1) BlackRock, Inc. | 24.08M | 16.00% | 23.49M | — | 24.08M | — | HC | Delaware | 2022-02-07 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 12.62M | 8.36% | — | 259.7K | 12.31M | 314.8K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 3 | (. | 12.55M | 8.43% | 12.09M | — | 12.55M | — | IA | — | 2020-02-12 | ↗ |
| 4 | Victory Capital Management Inc. | 10.67M | 7.07% | 10.56M | — | 10.67M | — | IA | New York | 2022-02-01 | ↗ |
| 5 | CORVEX MANAGEMENT LP | 10.17M | 8.60% | 132.1K | 8.5K | 7.21M | 133.0K | IA, PN | Pennsylvania | 2016-02-11 | ↗ |
| 6 | 30-0447847 | 7.97M | 5.30% | 7.79M | — | 7.97M | — | IA | — | 2023-02-10 | ↗ |
| 7 | Owen Kratz | 7.57M | 5.00% | 6.57M | 1.00M | 6.57M | 1.00M | IN | — | 2023-05-12 | ↗ |
| 8 | GMT Capital Corp. | 6.68M | 4.50% | — | 6.68M | — | — | IA | Delaware | 2018-02-14 | ↗ |
| 9 | Thomas E. Claugus | 6.68M | 4.50% | — | 6.68M | — | — | IN | Delaware | 2018-02-14 | ↗ |
| 10 | 98-0557567 | 4.86M | 3.30% | 4.70M | — | 4.86M | — | IA, HC | Bermuda | 2018-02-08 | ↗ |
| 11 | 13-2700161 | 4.34M | 4.09% | 4.16M | — | 4.34M | — | IA | New York | 2016-02-12 | ↗ |
| 12 | Bay Resource Partners Offshore Master Fund, L.P. | 2.74M | 1.90% | — | 2.74M | — | — | PN | Delaware | 2018-02-14 | ↗ |
| 13 | Integrated Core Strategies (US) LLC | 2.46M | 2.30% | — | 2.46M | — | 2.46M | OO | Delaware | 2015-09-01 | ↗ |
| 14 | ICS Opportunities, Ltd. | 2.26M | 2.10% | — | 2.26M | — | 2.26M | CO | Delaware | 2015-09-01 | ↗ |
| 15 | Bay Resource Partners, L.P. | 1.89M | 1.30% | — | 1.89M | — | — | PN | Delaware | 2018-02-14 | ↗ |
| 16 | Bay II Resource Partners, L.P. | 1.71M | 1.20% | — | 1.71M | — | — | PN | Delaware | 2018-02-14 | ↗ |
| 17 | Integrated Assets, Ltd. | 763.7K | 0.70% | — | 763.7K | — | 763.7K | CO | Delaware | 2015-09-01 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 608.6K +608.6K (+100.0%) | 3.82B +3.8B (+100.0%) | 0.41% +0.414 pp | 3.59% +3.593 pp | USD6.27 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 21.70M +283.3K (+1.3%) | 136.06M -4.4M (-3.2%) | 14.77% +0.472 pp | 0.00% 0.000 pp | USD11.02 -43.1% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 13.07M -243.2K (-1.8%) | 81.95M -5.4M (-6.2%) | 8.90% +0.008 pp | 0.00% 0.000 pp | USD23.45 -73.3% | 79 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 8.71M -148.2K (-1.7%) | 54.61M -3.5M (-6.0%) | 5.93% +0.014 pp | 0.01% -0.001 pp | USD13.39 -53.2% | 51 qtrs — |
| 5 | STATE STREET CORP | 6.26M +372.1K (+6.3%) | 39.27M +624.6K (+1.6%) | 4.26% +0.330 pp | 0.00% +0.000 pp | USD9.77 -35.8% | 51 qtrs — |
| 6 | AMERICAN CENTURY COMPANIES INC | 5.13M -270.2K (-5.0%) | 32.16M -3.3M (-9.2%) | 3.49% -0.114 pp | 0.02% -0.002 pp | USD9.09 -31.0% | 36 qtrs — |
| 7 | INVESCO LTD. | 4.97M +1.8M (+58.6%) | 31.15M +10.6M (+51.6%) | 3.38% +1.290 pp | 0.00% +0.002 pp | USD6.29 -0.3% | 57 qtrs — |
| 8 | PRINCIPAL FINANCIAL GROUP INC | 4.73M -69.9K (-1.5%) | 29.68M -1.8M (-5.8%) | 3.22% +0.015 pp | 0.02% -0.001 pp | USD8.36 -25.0% | 80 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 3.28M +14.4K (+0.4%) | 20.56M -857.0K (-4.0%) | 2.23% +0.052 pp | 0.00% 0.000 pp | USD8.67 -27.7% | 78 qtrs — |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | 3.16M -83.2K (-2.6%) | 19.78M -1.5M (-6.9%) | 2.15% -0.015 pp | 0.00% 0.000 pp | USD8.18 -23.3% | 15 qtrs — |
| 11 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 3.00M -28.3K (-0.9%) | 18.79M -1.1M (-5.3%) | 2.04% +0.020 pp | 0.44% -0.040 pp | USD5.44 +15.3% | 21 qtrs — |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.54M -20.8K (-0.8%) | 15.95M -874.6K (-5.2%) | 1.73% +0.019 pp | 0.00% 0.000 pp | USD7.51 -16.5% | 79 qtrs — |
| 13 | MORGAN STANLEY | 2.22M +517.2K (+30.4%) | 13.92M +2.7M (+24.6%) | 1.51% +0.374 pp | 0.00% +0.000 pp | USD8.90 -29.6% | 51 qtrs — |
| 14 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 2.09M +2.1M (+100.0%) | 13.12M +13.1M (+100.0%) | 1.42% +1.424 pp | 0.02% +0.015 pp | USD6.27 +0.0% | 7 qtrs — |
| 15 | VAN ECK ASSOCIATES CORP | 1.95M +257.8K (+15.2%) | 12.25M +1.1M (+10.1%) | 1.33% +0.198 pp | 0.01% 0.000 pp | USD5.71 +9.8% | 26 qtrs — |
| 16 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 1.87M +— (+0.0%) | 11.75M -543.0K (-4.4%) | 1.28% +0.024 pp | 0.04% -0.002 pp | USD8.77 -28.5% | 80 qtrs — |
| 17 | GATE CITY CAPITAL MANAGEMENT, LLC | 1.87M -575.0K (-23.5%) | 11.74M -4.3M (-26.9%) | 1.27% -0.360 pp | 5.08% -2.976 pp | USD8.68 -27.8% | 5 qtrs — |
| 18 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 1.86M +50.3K (+2.8%) | 11.66M -209.6K (-1.8%) | 1.27% +0.058 pp | 0.02% -0.002 pp | USD11.83 -47.0% | 7 qtrs — |
| 19 | NORTHERN TRUST CORP | 1.63M -71.6K (-4.2%) | 10.21M -941.9K (-8.4%) | 1.11% -0.027 pp | 0.00% 0.000 pp | USD13.66 -54.1% | 51 qtrs — |
| 20 | QUBE RESEARCH & TECHNOLOGIES LTD | 1.46M +216.9K (+17.4%) | 9.16M +999.0K (+12.2%) | 0.99% +0.164 pp | 0.01% +0.001 pp | USD7.90 -20.6% | 9 qtrs — |
| 21 | PANAGORA ASSET MANAGEMENT INC | 1.34M +42.1K (+3.2%) | 8.41M -113.2K (-1.3%) | 0.91% +0.046 pp | 0.03% -0.005 pp | USD5.93 +5.7% | 67 qtrs — |
| 22 | GOLDMAN SACHS GROUP INC | 1.33M +16.6K (+1.3%) | 8.32M -276.1K (-3.2%) | 0.90% +0.028 pp | 0.00% +0.000 pp | USD7.17 -12.6% | 73 qtrs — |
| 23 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.30M -350.0K (-21.2%) | 8.15M -2.7M (-24.7%) | 0.88% -0.217 pp | 0.01% -0.005 pp | USD6.24 +0.5% | 3 qtrs — |
| 24 | D. E. SHAW & CO., INC. | 1.18M +492.6K (+71.2%) | 7.42M +2.9M (+63.7%) | 0.81% +0.344 pp | 0.00% +0.002 pp | USD6.39 -1.9% | 16 qtrs — |
| 25 | CENTERBOOK PARTNERS LP | 1.17M +43.6K (+3.9%) | 7.35M -53.7K (-0.7%) | 0.80% +0.044 pp | 0.36% -0.007 pp | USD9.35 -32.9% | 15 qtrs — |
| 26 | POINT72 ASSET MANAGEMENT, L.P. | 1.09M +1.1M (+100.0%) | 6.83M +6.8M (+100.0%) | 0.74% +0.741 pp | 0.01% +0.008 pp | USD6.27 +0.0% | 1 qtrs NEW |
| 27 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.03M -11.9K (-1.1%) | 6.48M -377.7K (-5.5%) | 0.70% +0.006 pp | 0.02% -0.002 pp | USD6.56 -4.4% | 2 qtrs — |
| 28 | RENAISSANCE TECHNOLOGIES LLC | 1.01M +753.7K (+298.8%) | 6.31M +4.7M (+281.2%) | 0.68% +0.516 pp | 0.01% +0.008 pp | USD6.42 -2.3% | 40 qtrs — |
| 29 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 959.7K +31.8K (+3.4%) | 6.02M -70.0K (-1.1%) | 0.65% +0.034 pp | 0.13% -0.004 pp | USD8.69 -27.8% | 37 qtrs — |
| 30 | BALYASNY ASSET MANAGEMENT L.P. | 925.8K +925.8K (+100.0%) | 5.80M +5.8M (+100.0%) | 0.63% +0.630 pp | 0.01% +0.007 pp | USD6.27 +0.0% | 1 qtrs NEW |
| 31 | TENSILE CAPITAL MANAGEMENT LP | 849.9K -441.0K (-34.2%) | 5.33M -3.1M (-37.1%) | 0.58% -0.283 pp | 0.69% -0.368 pp | USD7.53 -16.7% | 4 qtrs — |
| 32 | BANK OF NEW YORK MELLON CORP | 848.1K +15.2K (+1.8%) | 5.32M -146.3K (-2.7%) | 0.58% +0.021 pp | 0.00% 0.000 pp | USD5.29 +18.5% | 66 qtrs — |
| 33 | UBS GROUP AG | 735.7K -313.4K (-29.9%) | 4.61M -2.3M (-33.0%) | 0.50% -0.200 pp | 0.00% 0.000 pp | USD9.17 -31.6% | 45 qtrs — |
| 34 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 710.5K +228.8K (+47.5%) | 4.46M +1.3M (+41.0%) | 0.48% +0.162 pp | 0.02% +0.005 pp | USD6.47 -3.1% | 2 qtrs — |
| 35 | CITADEL ADVISORS LLC | 672.2K -66.6K (-9.0%) | 4.21M -631.6K (-13.0%) | 0.46% -0.036 pp | 0.00% 0.000 pp | USD6.52 -3.8% | 52 qtrs — |
| 36 | VOYA INVESTMENT MANAGEMENT LLC | 632.0K -31.9K (-4.8%) | 3.96M -392.8K (-9.0%) | 0.43% -0.013 pp | 0.00% 0.000 pp | USD7.48 -16.2% | 51 qtrs — |
| 37 | EMPOWERED FUNDS, LLC | 629.3K +31.8K (+5.3%) | 3.95M +25.8K (+0.7%) | 0.43% +0.029 pp | 0.03% -0.008 pp | USD8.76 -28.4% | 11 qtrs — |
| 38 | JANE STREET GROUP, LLC | 599.3K +316.5K (+111.9%) | 3.76M +1.9M (+102.5%) | 0.41% +0.219 pp | 0.00% +0.000 pp | USD6.97 -10.0% | 24 qtrs — |
| 39 | AMERIPRISE FINANCIAL INC | 599.3K +199.0K (+49.7%) | 3.76M +1.1M (+43.1%) | 0.41% +0.141 pp | 0.00% +0.000 pp | USD7.20 -12.9% | 55 qtrs — |
| 40 | FMR LLC | 569.4K +109.9K (+23.9%) | 3.57M +555.7K (+18.4%) | 0.39% +0.081 pp | 0.00% +0.000 pp | USD7.45 -15.8% | 70 qtrs — |
| 41 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 559.9K +30.5K (+5.8%) | 3.51M +37.7K (+1.1%) | 0.38% +0.028 pp | 0.01% 0.000 pp | USD6.21 +1.0% | 16 qtrs — |
| 42 | KENNEDY CAPITAL MANAGEMENT LLC | 559.7K +1.4K (+0.3%) | 3.51M -152.9K (-4.2%) | 0.38% +0.008 pp | 0.07% -0.007 pp | USD8.04 -22.0% | 4 qtrs — |
| 43 | JPMORGAN CHASE & CO | 523.7K +31.7K (+6.4%) | 3.28M +55.8K (+1.7%) | 0.36% +0.028 pp | 0.00% +0.000 pp | USD9.05 -30.7% | 51 qtrs — |
| 44 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 473.7K -59.5K (-11.2%) | 2.97M -527.4K (-15.1%) | 0.32% -0.034 pp | 0.01% -0.003 pp | USD8.35 -24.9% | 41 qtrs — |
| 45 | RUSSELL INVESTMENTS GROUP, LTD. | 462.0K +103.8K (+29.0%) | 2.90M +546.9K (+23.3%) | 0.31% +0.075 pp | 0.00% +0.001 pp | USD7.05 -11.1% | 37 qtrs — |
| 46 | ASSENAGON ASSET MANAGEMENT S.A. | 408.3K +3.6K (+0.9%) | 2.56M -94.8K (-3.6%) | 0.28% +0.008 pp | 0.00% 0.000 pp | USD8.98 -30.2% | 17 qtrs — |
| 47 | RHUMBLINE ADVISERS | 406.3K -12.3K (-2.9%) | 2.55M -198.3K (-7.2%) | 0.28% -0.003 pp | 0.00% 0.000 pp | USD10.46 -40.1% | 51 qtrs — |
| 48 | UBS ASSET MANAGEMENT AMERICAS INC | 402.8K +5.2K (+1.3%) | 2.53M -82.6K (-3.2%) | 0.27% +0.009 pp | 0.00% +0.000 pp | USD8.37 -25.1% | 55 qtrs — |
| 49 | NUVEEN, LLC | 388.8K -1.0 (0.0%) | 2.44M -112.8K (-4.4%) | 0.26% +0.005 pp | 0.00% +0.000 pp | USD8.31 -24.5% | 4 qtrs — |
| 50 | TREXQUANT INVESTMENT LP | 361.1K +361.1K (+100.0%) | 2.26M +2.3M (+100.0%) | 0.25% +0.246 pp | 0.02% +0.020 pp | USD6.27 +0.0% | 1 qtrs NEW |
| 51 | CSM ADVISORS, LLC | 360.3K -189.9K (-34.5%) | 2.26M -1.3M (-37.4%) | 0.25% -0.122 pp | 0.06% -0.040 pp | USD6.31 -0.6% | 3 qtrs — |
| 52 | BANK OF AMERICA CORP /DE/ | 355.6K -73.0K (-17.0%) | 2.23M -582.3K (-20.7%) | 0.24% -0.044 pp | 0.00% +0.000 pp | USD7.98 -21.4% | 52 qtrs — |
| 53 | LEGAL & GENERAL GROUP PLC | 346.0K -63.0K (-15.4%) | 2.17M -513.6K (-19.1%) | 0.24% -0.038 pp | 0.00% 0.000 pp | USD6.54 -4.1% | 61 qtrs — |
| 54 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 337.6K +337.6K (+100.0%) | 2.12M +2.1M (+100.0%) | 0.23% +0.230 pp | 0.00% +0.001 pp | USD6.27 +0.0% | 3 qtrs — |
| 55 | PRUDENTIAL FINANCIAL INC | 316.4K -71.7K (-18.5%) | 1.98M -562.2K (-22.1%) | 0.22% -0.044 pp | 0.00% -0.001 pp | USD8.21 -23.6% | 80 qtrs — |
| 56 | TUDOR INVESTMENT CORP ET AL | 299.6K +177.8K (+145.9%) | 1.88M +1.1M (+135.0%) | 0.20% +0.123 pp | 0.00% +0.002 pp | USD6.39 -1.9% | 2 qtrs — |
| 57 | STATE OF WISCONSIN INVESTMENT BOARD | 296.6K +215.0 (+0.1%) | 1.86M -84.6K (-4.4%) | 0.20% +0.004 pp | 0.00% 0.000 pp | USD8.27 -24.2% | 51 qtrs — |
| 58 | BARCLAYS PLC | 293.6K -12.9K (-4.2%) | 1.84M -1.6M (-45.9%) | 0.20% -0.005 pp | 0.00% 0.000 pp | USD9.30 -32.6% | 51 qtrs — |
| 59 | SWISS NATIONAL BANK | 275.2K -3.8K (-1.4%) | 1.73M -104.7K (-5.7%) | 0.19% +0.001 pp | 0.00% +0.000 pp | USD11.37 -44.9% | 51 qtrs — |
| 60 | MILLENNIUM MANAGEMENT LLC | 260.0K -3.8M (-93.5%) | 1.63M -24.8M (-93.8%) | 0.18% -2.511 pp | 0.00% -0.011 pp | USD6.72 -6.7% | 68 qtrs — |
| 61 | VERITION FUND MANAGEMENT LLC | 234.9K +117.3K (+99.7%) | 1.47M +701.2K (+90.9%) | 0.16% +0.081 pp | 0.01% +0.003 pp | USD7.03 -10.8% | 7 qtrs — |
| 62 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 231.3K +42.3K (+22.4%) | 1.45M +210.1K (+16.9%) | 0.16% +0.031 pp | 0.01% -0.001 pp | USD6.51 -3.7% | 2 qtrs — |
| 63 | ENGINEERS GATE MANAGER LP | 230.7K +230.7K (+100.0%) | 1.45M +1.4M (+100.0%) | 0.16% +0.157 pp | 0.02% +0.017 pp | USD6.27 +0.0% | 1 qtrs NEW |
| 64 | DEUTSCHE BANK AG\ | 227.1K +6.1K (+2.8%) | 1.42M -26.0K (-1.8%) | 0.15% +0.007 pp | 0.00% +0.000 pp | USD8.70 -27.9% | 50 qtrs — |
| 65 | ROYCE & ASSOCIATES LP | 226.3K +58.0K (+34.4%) | 1.42M +314.8K (+28.5%) | 0.15% +0.042 pp | 0.01% +0.003 pp | USD6.91 -9.3% | 4 qtrs — |
| 66 | DARK FOREST CAPITAL MANAGEMENT LP | 217.4K +79.7K (+57.9%) | 1.36M +460.1K (+51.0%) | 0.15% +0.056 pp | 0.06% +0.035 pp | USD6.45 -2.8% | 4 qtrs — |
| 67 | GUINNESS ASSET MANAGEMENT LTD | 214.9K +5.1K (+2.4%) | 1.35M -58.3K (-4.1%) | 0.15% +0.006 pp | 0.02% -0.001 pp | USD7.90 -20.6% | 51 qtrs — |
| 68 | CORECOMMODITY MANAGEMENT, LLC | 205.5K -43.5K (-17.5%) | 1.29M -344.6K (-21.1%) | 0.14% -0.026 pp | 0.27% -0.026 pp | USD9.79 -36.0% | 7 qtrs — |
| 69 | VICTORY CAPITAL MANAGEMENT INC | 204.6K -32.1K (-13.5%) | 1.28M -269.6K (-17.4%) | 0.14% -0.019 pp | 0.00% 0.000 pp | USD7.99 -21.5% | 50 qtrs — |
| 70 | NISA INVESTMENT ADVISORS, LLC | 202.5K +513.0 (+0.3%) | 1.27M -55.4K (-4.2%) | 0.14% +0.003 pp | 0.00% -0.001 pp | USD4.16 +50.7% | 30 qtrs — |
| 71 | GLENORCHY CAPITAL LTD | 200.3K +6.6K (+3.4%) | 1.26M -14.8K (-1.2%) | 0.14% +0.007 pp | 0.08% -0.111 pp | USD10.14 -38.2% | 9 qtrs — |
| 72 | AQR CAPITAL MANAGEMENT LLC | 199.2K -175.4K (-46.8%) | 1.25M -1.2M (-49.2%) | 0.14% -0.115 pp | 0.00% -0.001 pp | USD7.09 -11.6% | 22 qtrs — |
| 73 | CRESSET ASSET MANAGEMENT, LLC | 184.8K +227.0 (+0.1%) | 1.16M -52.1K (-4.3%) | 0.13% +0.003 pp | 0.00% 0.000 pp | USD6.38 -1.7% | 4 qtrs — |
| 74 | JUMP FINANCIAL, LLC | 178.1K +178.1K (+100.0%) | 1.12M +1.1M (+100.0%) | 0.12% +0.121 pp | 0.01% +0.014 pp | USD6.27 +0.0% | 3 qtrs — |
| 75 | SEI INVESTMENTS CO | 174.0K +127.5K (+274.5%) | 1.09M +786.0K (+258.0%) | 0.12% +0.087 pp | 0.00% +0.001 pp | USD6.44 -2.6% | 45 qtrs — |
| 76 | BRINKER CAPITAL INVESTMENTS, LLC | 166.7K -919.0 (-0.5%) | 1.05M -54.4K (-4.9%) | 0.11% +0.002 pp | 0.01% -0.001 pp | USD6.21 +1.0% | 20 qtrs — |
| 77 | WEDGE CAPITAL MANAGEMENT L L P/NC | 165.2K +11.3K (+7.3%) | 1.04M +26.1K (+2.6%) | 0.11% +0.010 pp | 0.02% +0.002 pp | USD6.54 -4.1% | 2 qtrs — |
| 78 | BNP PARIBAS ARBITRAGE, SNC | 163.3K -27.3K (-14.3%) | 1.02M -226.2K (-18.1%) | 0.11% -0.016 pp | 0.00% 0.000 pp | USD6.35 -1.3% | 51 qtrs — |
| 79 | GSA CAPITAL PARTNERS LLP | 160.5K -57.1K (-26.3%) | 1.01M -422.0K (-29.6%) | 0.11% -0.036 pp | 0.09% -0.032 pp | USD7.42 -15.5% | 4 qtrs — |
| 80 | WELLS FARGO & COMPANY/MN | 157.8K +53.4K (+51.2%) | 989.1K +304.8K (+44.5%) | 0.11% +0.038 pp | 0.00% +0.000 pp | USD8.18 -23.3% | 57 qtrs — |
| 81 | ENTRYPOINT CAPITAL, LLC | 156.7K +156.7K (+100.0%) | 982.2K +982.2K (+100.0%) | 0.11% +0.107 pp | 0.38% +0.383 pp | USD6.27 +0.0% | 1 qtrs NEW |
| 82 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 153.0K +— (+0.0%) | 959.5K -44.4K (-4.4%) | 0.10% +0.002 pp | 0.00% 0.000 pp | USD8.21 -23.6% | 4 qtrs — |
| 83 | ALLIANCEBERNSTEIN L.P. | 151.3K +286.0 (+0.2%) | 948.8K -42.0K (-4.2%) | 0.10% +0.002 pp | 0.00% +0.000 pp | USD5.48 +14.4% | 61 qtrs — |
| 84 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 149.1K +— (+0.0%) | 935.0K -43.0K (-4.4%) | 0.10% +0.002 pp | 0.00% 0.000 pp | USD15.54 -59.7% | 51 qtrs — |
| 85 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 133.0K -390.0 (-0.3%) | 834.1K -41.1K (-4.7%) | 0.09% +0.002 pp | 0.00% 0.000 pp | USD16.73 -62.5% | 52 qtrs — |
| 86 | MAN GROUP PLC | 130.0K +130.0K (+100.0%) | 815.1K +815.1K (+100.0%) | 0.09% +0.089 pp | 0.00% +0.001 pp | USD6.27 +0.0% | 1 qtrs NEW |
| 87 | SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 127.0K +— (+0.0%) | 796.3K -36.8K (-4.4%) | 0.09% +0.002 pp | 0.45% -0.033 pp | USD6.56 -4.4% | 2 qtrs — |
| 88 | ARISTEIA CAPITAL LLC | 126.1K +112.2K (+807.6%) | 790.8K +699.6K (+767.5%) | 0.09% +0.077 pp | 0.02% +0.015 pp | USD6.30 -0.5% | 2 qtrs — |
| 89 | NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC. | 124.5K +— (+0.0%) | 780.3K -36.1K (-4.4%) | 0.08% +0.002 pp | 0.38% +0.030 pp | USD7.89 -20.5% | 16 qtrs — |
| 90 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 119.1K -119.1K (-50.0%) | 746.0K -852.0K (-53.3%) | 0.08% -0.078 pp | 0.00% -0.001 pp | USD8.99 -30.3% | 49 qtrs — |
| 91 | ALGERT GLOBAL LLC | 105.3K +105.3K (+100.0%) | 660.0K +660.0K (+100.0%) | 0.07% +0.072 pp | 0.01% +0.010 pp | USD6.27 +0.0% | 13 qtrs — |
| 92 | CLAYTON PARTNERS LLC | 100.0K +100.0K (+100.0%) | 627.0K +627.0K (+100.0%) | 0.07% +0.068 pp | 0.45% +0.453 pp | USD6.27 +0.0% | 1 qtrs NEW |
| 93 | PRICE T ROWE ASSOCIATES INC /MD/ | 99.3K +9.7K (+10.8%) | 623.0K +34.0K (+5.8%) | 0.07% +0.008 pp | 0.00% +0.000 pp | USD9.05 -30.7% | 19 qtrs — |
| 94 | JACOBS LEVY EQUITY MANAGEMENT, INC | 98.2K +98.2K (+100.0%) | 615.6K +615.6K (+100.0%) | 0.07% +0.067 pp | 0.00% +0.002 pp | USD6.27 +0.0% | 1 qtrs NEW |
| 95 | THRIVENT FINANCIAL FOR LUTHERANS | 94.0K -4.6K (-4.7%) | 589.0K -58.0K (-9.0%) | 0.06% -0.002 pp | 0.00% 0.000 pp | USD5.25 +19.4% | 45 qtrs — |
| 96 | GUGGENHEIM CAPITAL LLC | 86.9K +66.7K (+330.4%) | 545.0K +412.5K (+311.4%) | 0.06% +0.046 pp | 0.00% +0.003 pp | USD6.60 -5.0% | 62 qtrs — |
| 97 | NUMERAI GP LLC | 85.8K +59.3K (+223.8%) | 538.1K +364.2K (+209.5%) | 0.06% +0.041 pp | 0.06% +0.040 pp | USD6.36 -1.4% | 2 qtrs — |
| 98 | FOX RUN MANAGEMENT, L.L.C. | 85.8K +85.8K (+100.0%) | 537.8K +537.8K (+100.0%) | 0.06% +0.058 pp | 0.08% +0.083 pp | USD6.27 +0.0% | 1 qtrs NEW |
| 99 | XTX TOPCO LTD | 82.6K +5.6K (+7.2%) | 517.9K +12.6K (+2.5%) | 0.06% +0.005 pp | 0.01% -0.013 pp | USD6.49 -3.4% | 3 qtrs — |
| 100 | NEWEDGE ADVISORS, LLC | 81.9K +81.5K (+20,365.3%) | 513.3K +510.6K (+19,460.5%) | 0.06% +0.056 pp | 0.00% +0.002 pp | USD6.28 -0.2% | 13 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Clough Select Equity ETF CBSE | 2.82% | 1.57M | 0.85% |
| 2 | Invesco Oil & Gas Services ETF PXJ | 2.73% | 1.79M | 0.67% |
| 3 | State Street SPDR S&P Oil & Gas Equipment & Services ETF XES | 2.64% | 10.40M | 0.35% |
| 4 | Invesco S&P SmallCap Energy ETF PSCE | 1.39% | 1.38M | 0.29% |
| 5 | VanEck Oil Services ETF OIH | 1.09% | 21.48M | 0.35% |
| 6 | Invesco S&P SmallCap 600 Pure Value ETF RZV | 0.80% | 2.25M | 0.35% |
| 7 | Invesco S&P SmallCap Value with Momentum ETF XSVM | 0.77% | 5.04M | 0.37% |
| 8 | iShares U.S. Oil Equipment & Services ETF IEZ | 0.70% | 2.56M | 0.38% |
| 9 | Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD | 0.69% | 7.42M | 0.30% |
| 10 | ALPS Funds CoreCommodity Natural Resources ETF CCNR | 0.56% | 2.05M | 0.39% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-26 | Staffeldt Erik | Officer | M-Exempt | D | Performance Share Units | 132,995 | 0.00 | — | 0 | D | ↗ |
| 2026-02-26 | Sparks Scott Andrew | Officer | M-Exempt | D | Performance Share Units | 140,667 | 0.00 | — | 0 | D | ↗ |
| 2026-02-26 | Neikirk Kenneth English | Officer | M-Exempt | D | Performance Share Units | 97,188 | 0.00 | — | 0 | D | ↗ |
| 2026-02-26 | KRATZ OWEN E | Director / Officer | M-Exempt | D | Performance Share Units | 368,292 | 0.00 | — | 0 | D | ↗ |
| 2026-01-03 | Staffeldt Erik | Officer | M-Exempt | D | Restricted Stock Units | 29,359 | 0.00 | — | 0 | D | ↗ |
| 2026-01-03 | Sparks Scott Andrew | Officer | M-Exempt | D | Restricted Stock Units | 31,053 | 0.00 | — | 0 | D | ↗ |
| 2026-01-03 | Neikirk Kenneth English | Officer | M-Exempt | D | Restricted Stock Units | 21,455 | 0.00 | — | 0 | D | ↗ |
| 2026-01-03 | KRATZ OWEN E | Director / Officer | M-Exempt | D | Restricted Stock Units | 81,301 | 0.00 | — | 0 | D | ↗ |
| 2026-01-03 | Arriaga Brent Alexander | Officer | M-Exempt | D | Restricted Stock Units | 5,646 | 0.00 | — | 0 | D | ↗ |
| 2026-01-01 | Staffeldt Erik | Officer | M-Exempt | D | Restricted Stock Units | 21,077 | 0.00 | — | 21,077 | D | ↗ |
| 2026-01-01 | Sparks Scott Andrew | Officer | A-Award | A | Restricted Stock Units | 109,649 | 0.00 | — | 109,649 | D | ↗ |
| 2026-01-01 | Neikirk Kenneth English | Officer | M-Exempt | D | Restricted Stock Units | 16,988 | 0.00 | — | 33,978 | D | ↗ |
| 2026-01-01 | KRATZ OWEN E | Director / Officer | A-Award | A | Restricted Stock Units | 287,081 | 0.00 | — | 287,081 | D | ↗ |
| 2026-01-01 | Arriaga Brent Alexander | Officer | M-Exempt | D | Restricted Stock Units | 4,053 | 0.00 | — | 4,054 | D | ↗ |
| 2025-12-11 | TRANSIER WILLIAM L | Director | F-InKind | D | Common Stock | 5,506 | 7.25 | 39.9K | 211,775 | D | ↗ |
| 2025-12-11 | Nelson Amy H | Director | F-InKind | D | Common Stock | 5,506 | 7.25 | 39.9K | 121,663 | D | ↗ |
| 2025-12-11 | Little Thomas Mitchell | Director | F-InKind | D | Common Stock | 4,762 | 7.25 | 34.5K | 121,135 | D | ↗ |
| 2025-12-11 | Harris Paula | Director | F-InKind | D | Common Stock | 3,274 | 7.25 | 23.7K | 95,630 | D | ↗ |
| 2025-12-10 | TRANSIER WILLIAM L | Director | A-Award | A | Common Stock | 20,690 | 0.00 | — | 217,281 | D | ↗ |
| 2025-12-10 | Nelson Amy H | Director | A-Award | A | Common Stock | 20,690 | 0.00 | — | 127,169 | D | ↗ |
| 2025-12-10 | Little Thomas Mitchell | Director | A-Award | A | Common Stock | 20,690 | 0.00 | — | 125,897 | D | ↗ |
| 2025-12-10 | LOVOI JOHN | Director | A-Award | A | Common Stock | 20,690 | 0.00 | — | 392,827 | D | ↗ |
| 2025-12-10 | Harris Paula | Director | A-Award | A | Common Stock | 20,690 | 0.00 | — | 98,904 | D | ↗ |
| 2025-12-10 | Glassman Diana | Director | A-Award | A | Common Stock | 20,690 | 0.00 | — | 61,704 | D | ↗ |
| 2025-11-03 | Sparks Scott Andrew | Officer | S-Sale | D | Common Stock | 40,000 | 6.88 | 275.2K | 301,042 | D | ↗ |
| 2025-02-27 | Staffeldt Erik | Officer | F-InKind | D | Common Stock | 67,791 | 9.32 | 631.8K | 659,969 | D | ↗ |
| 2025-02-27 | Sparks Scott Andrew | Officer | M-Exempt | D | Performance Share Units | 188,301 | 0.00 | — | 0 | D | ↗ |
| 2025-02-27 | Neikirk Kenneth English | Officer | M-Exempt | D | Performance Share Units | 128,205 | 0.00 | — | 0 | D | ↗ |
| 2025-02-27 | KRATZ OWEN E | Director / Officer | M-Exempt | D | Performance Share Units | 576,923 | 0.00 | — | 0 | D | ↗ |
| 2025-01-13 | Staffeldt Erik | Officer | M-Exempt | D | Performance Share Units | 172,276 | 0.00 | — | 172,276 | D | ↗ |
| 2025-01-13 | Sparks Scott Andrew | Officer | M-Exempt | D | Performance Share Units | 188,301 | 0.00 | — | 188,301 | D | ↗ |
| 2025-01-13 | Neikirk Kenneth English | Officer | M-Exempt | D | Performance Share Units | 128,205 | 0.00 | — | 128,205 | D | ↗ |
| 2025-01-13 | KRATZ OWEN E | Director / Officer | D-Return | D | Common Stock | 192,967 | 9.32 | 1.80M | 7,469,278 | D | ↗ |
| 2025-01-04 | Staffeldt Erik | Officer | M-Exempt | D | Restricted Stock Units | 57,426 | 0.00 | — | 0 | D | ↗ |
| 2025-01-04 | Sparks Scott Andrew | Officer | D-Return | D | Common Stock | 62,767 | 9.52 | 597.5K | 112,634 | D | ↗ |
| 2025-01-04 | Neikirk Kenneth English | Officer | M-Exempt | D | Restricted Stock Units | 42,735 | 0.00 | — | 0 | D | ↗ |
| 2025-01-04 | KRATZ OWEN E | Director / Officer | D-Return | D | Common Stock | 192,308 | 9.52 | 1.83M | 7,171,860 | D | ↗ |
| 2025-01-03 | Staffeldt Erik | Officer | M-Exempt | D | Restricted Stock Units | 29,359 | 0.00 | — | 29,359 | D | ↗ |
| 2025-01-03 | Sparks Scott Andrew | Officer | M-Exempt | D | Restricted Stock Units | 31,052 | 0.00 | — | 31,053 | D | ↗ |
| 2025-01-03 | Neikirk Kenneth English | Officer | M-Exempt | D | Restricted Stock Units | 21,454 | 0.00 | — | 21,455 | D | ↗ |
| 2025-01-03 | KRATZ OWEN E | Director / Officer | M-Exempt | D | Restricted Stock Units | 81,301 | 0.00 | — | 81,301 | D | ↗ |
| 2025-01-03 | Arriaga Brent Alexander | Officer | M-Exempt | A | Common Stock | 5,646 | 0.00 | — | 14,344 | D | ↗ |
| 2025-01-01 | Staffeldt Erik | Officer | M-Exempt | D | Restricted Stock Units | 21,076 | 0.00 | — | 42,154 | D | ↗ |
| 2025-01-01 | Sparks Scott Andrew | Officer | M-Exempt | A | Common Stock | 22,292 | 0.00 | — | 134,926 | D | ↗ |
| 2025-01-01 | Neikirk Kenneth English | Officer | D-Return | D | Common Stock | 15,402 | 9.32 | 143.5K | 104,549 | D | ↗ |
| 2025-01-01 | Little Thomas Mitchell | Director | F-InKind | D | Common Stock | 983 | 9.32 | 9.2K | 105,207 | D | ↗ |
| 2025-01-01 | KRATZ OWEN E | Director / Officer | D-Return | D | Common Stock | 58,365 | 9.32 | 544.0K | 7,171,860 | D | ↗ |
| 2025-01-01 | Harris Paula | Director | A-Award | A | Common Stock | 3,018 | 0.00 | — | 78,214 | D | ↗ |
| 2025-01-01 | Arriaga Brent Alexander | Officer | A-Award | A | Restricted Stock Units | 21,459 | 0.00 | — | 21,459 | D | ↗ |
| 2024-12-30 | Neikirk Kenneth English | Officer | S-Sale | D | Common Stock | 83,991 | 9.17 | 770.2K | 104,549 | D | ↗ |
| 2024-12-11 | TRANSIER WILLIAM L | Director | A-Award | A | Common Stock | 14,881 | 0.00 | — | 196,591 | D | ↗ |
| 2024-12-11 | Nelson Amy H | Director | A-Award | A | Common Stock | 14,881 | 0.00 | — | 106,479 | D | ↗ |
| 2024-12-11 | Little Thomas Mitchell | Director | A-Award | A | Common Stock | 14,881 | 0.00 | — | 106,190 | D | ↗ |
| 2024-12-11 | LOVOI JOHN | Director | A-Award | A | Common Stock | 14,881 | 0.00 | — | 372,137 | D | ↗ |
| 2024-12-11 | Harris Paula | Director | A-Award | A | Common Stock | 14,881 | 0.00 | — | 77,784 | D | ↗ |
| 2024-12-11 | Glassman Diana | Director | A-Award | A | Common Stock | 14,881 | 0.00 | — | 41,014 | D | ↗ |
| 2024-12-10 | Sparks Scott Andrew | Officer | S-Sale | D | Common Stock | 170,000 | 9.87 | 1.68M | 112,634 | D | ↗ |
| 2024-12-10 | Glassman Diana | Director | S-Sale | D | Common Stock | 16,000 | 9.94 | 159.1K | 26,133 | D | ↗ |
| 2024-12-06 | TRANSIER WILLIAM L | Director | F-InKind | D | Common Stock | 6,293 | 10.49 | 66.0K | 181,710 | D | ↗ |
| 2024-12-06 | Nelson Amy H | Director | F-InKind | D | Common Stock | 6,293 | 10.49 | 66.0K | 91,598 | D | ↗ |
| 2024-12-06 | Little Thomas Mitchell | Director | F-InKind | D | Common Stock | 5,443 | 10.49 | 57.1K | 91,309 | D | ↗ |
| 2024-12-06 | Harris Paula | Director | F-InKind | D | Common Stock | 3,742 | 10.49 | 39.3K | 62,903 | D | ↗ |
| 2024-10-03 | KRATZ OWEN E | Director / Officer | S-Sale | D | Common Stock | 298,419 | 11.92 | 3.56M | 7,171,860 | D | ↗ |
| 2024-10-01 | Harris Paula | Director | A-Award | A | Common Stock | 2,534 | 0.00 | — | 66,645 | D | ↗ |
| 2024-07-01 | Harris Paula | Director | A-Award | A | Common Stock | 2,356 | 0.00 | — | 64,111 | — | ↗ |
| 2024-06-20 | Glassman Diana | Director | S-Sale | D | Common Stock | 2,864 | 10.50 | 30.1K | 42,133 | — | ↗ |
| 2024-05-23 | KRATZ OWEN E | Director / Officer | S-Sale | D | Common Stock | 1,050 | 11.50 | 12.1K | 7,470,279 | — | ↗ |
| 2024-05-22 | KRATZ OWEN E | Director / Officer | S-Sale | D | Common Stock | 7,521 | 11.54 | 86.8K | 7,471,329 | — | ↗ |
| 2024-05-21 | KRATZ OWEN E | Director / Officer | S-Sale | D | Common Stock | 164,796 | 11.77 | 1.94M | 7,478,850 | — | ↗ |
| 2024-05-20 | KRATZ OWEN E | Director / Officer | S-Sale | D | Common Stock | 141,879 | 11.83 | 1.68M | 7,643,646 | — | ↗ |
| 2024-05-07 | Sparks Scott Andrew | Officer | S-Sale | D | Common Stock | 12,000 | 11.44 | 137.2K | 282,634 | — | ↗ |
| 2024-04-01 | Harris Paula | Director | A-Award | A | Common Stock | 2,595 | 0.00 | — | 61,755 | — | ↗ |
| 2024-03-06 | Staffeldt Erik | Officer | M-Exempt | D | Performance Share Units | 193,931 | 0.00 | — | 0 | — | ↗ |
| 2024-03-06 | Sparks Scott Andrew | Officer | F-InKind | D | Common Stock | 84,791 | 10.28 | 871.7K | 294,634 | — | ↗ |
| 2024-03-06 | Neikirk Kenneth English | Officer | M-Exempt | D | Performance Share Units | 172,381 | 0.00 | — | 0 | — | ↗ |
| 2024-03-06 | KRATZ OWEN E | Director / Officer | M-Exempt | D | Performance Share Units | 237,023 | 0.00 | — | 0 | — | ↗ |
| 2024-01-04 | Staffeldt Erik | Officer | D-Return | D | Common Stock | 57,425 | 9.80 | 562.8K | 333,380 | — | ↗ |
| 2024-01-04 | Sparks Scott Andrew | Officer | D-Return | D | Common Stock | 62,767 | 9.80 | 615.1K | 163,948 | — | ↗ |
| 2024-01-04 | Neikirk Kenneth English | Officer | M-Exempt | D | Restricted Stock Units | 42,735 | 0.00 | — | 42,735 | — | ↗ |
| 2024-01-04 | KRATZ OWEN E | Director / Officer | M-Exempt | D | Restricted Stock Units | 192,308 | 0.00 | — | 192,308 | — | ↗ |
| 2024-01-03 | Staffeldt Erik | Officer | M-Exempt | D | Restricted Stock Units | 29,358 | 0.00 | — | 58,718 | — | ↗ |
| 2024-01-03 | Sparks Scott Andrew | Officer | M-Exempt | D | Restricted Stock Units | 31,052 | 0.00 | — | 62,105 | — | ↗ |
| 2024-01-03 | Neikirk Kenneth English | Officer | M-Exempt | D | Restricted Stock Units | 21,454 | 0.00 | — | 42,909 | — | ↗ |
| 2024-01-03 | KRATZ OWEN E | Director / Officer | M-Exempt | A | Common Stock | 81,300 | 0.00 | — | 7,673,763 | — | ↗ |
| 2024-01-03 | Arriaga Brent Alexander | Officer | F-InKind | D | Common Stock | 2,409 | 10.01 | 24.1K | 6,063 | — | ↗ |
| 2024-01-01 | Staffeldt Erik | Officer | A-Award | A | Restricted Stock Units | 63,230 | 0.00 | — | 63,230 | — | ↗ |
| 2024-01-01 | Sparks Scott Andrew | Officer | A-Award | A | Restricted Stock Units | 66,877 | 0.00 | — | 66,877 | — | ↗ |
| 2024-01-01 | Neikirk Kenneth English | Officer | M-Exempt | D | Restricted Stock Units | 31,746 | 0.00 | — | 0 | — | ↗ |
| 2024-01-01 | Little Thomas Mitchell | Director | F-InKind | D | Common Stock | 5,550 | 10.28 | 57.1K | 96,752 | — | ↗ |
| 2024-01-01 | KRATZ OWEN E | Director / Officer | A-Award | A | Restricted Stock Units | 175,097 | 0.00 | — | 175,097 | — | ↗ |
| 2024-01-01 | Harris Paula | Director | F-InKind | D | Common Stock | 144 | 10.28 | 1.5K | 56,424 | — | ↗ |
| 2024-01-01 | Gatti Amerino | Director | A-Award | A | Common Stock | 3,040 | 0.00 | — | 174,604 | — | ↗ |
| 2024-01-01 | Arriaga Brent Alexander | Officer | A-Award | A | Restricted Stock Units | 12,160 | 0.00 | — | 12,160 | — | ↗ |
| 2023-12-07 | TRANSIER WILLIAM L | Director | F-InKind | D | Common Stock | 9,297 | 8.82 | 82.0K | 188,003 | — | ↗ |
| 2023-12-07 | Nelson Amy H | Director | F-InKind | D | Common Stock | 9,297 | 8.82 | 82.0K | 97,891 | — | ↗ |
| 2023-12-07 | Little Thomas Mitchell | Director | F-InKind | D | Common Stock | 6,031 | 8.82 | 53.2K | 102,302 | — | ↗ |
| 2023-12-07 | Harris Paula | Director | F-InKind | D | Common Stock | 5,528 | 8.82 | 48.8K | 56,568 | — | ↗ |
| 2023-12-07 | Gatti Amerino | Director | F-InKind | D | Common Stock | 9,297 | 8.82 | 82.0K | 181,524 | — | ↗ |
| 2023-12-06 | TRANSIER WILLIAM L | Director | A-Award | A | Common Stock | 17,007 | 0.00 | — | 197,300 | — | ↗ |
| 2023-12-06 | Nelson Amy H | Director | A-Award | A | Common Stock | 17,007 | 0.00 | — | 107,188 | — | ↗ |
| 2023-12-06 | Little Thomas Mitchell | Director | A-Award | A | Common Stock | 17,007 | 0.00 | — | 108,333 | — | ↗ |
| 2023-12-06 | LOVOI JOHN | Director | A-Award | A | Common Stock | 17,007 | 0.00 | — | 357,256 | — | ↗ |
| 2023-12-06 | Harris Paula | Director | A-Award | A | Common Stock | 17,007 | 0.00 | — | 62,096 | — | ↗ |
| 2023-12-06 | Glassman Diana | Director | A-Award | A | Common Stock | 17,007 | 0.00 | — | 44,997 | — | ↗ |
| 2023-12-06 | Gatti Amerino | Director | A-Award | A | Common Stock | 17,007 | 0.00 | — | 190,821 | — | ↗ |
| 2023-10-01 | Harris Paula | Director | A-Award | A | Common Stock | 2,278 | 0.00 | — | 45,089 | — | ↗ |
| 2023-10-01 | Gatti Amerino | Director | A-Award | A | Common Stock | 2,798 | 0.00 | — | 173,814 | — | ↗ |
| 2023-09-28 | Glassman Diana | Director | S-Sale | D | Common Stock | 6,800 | 11.41 | 77.6K | 27,990 | — | ↗ |
| 2023-09-22 | Harris Paula | Director | F-InKind | D | Common Stock | 2,127 | 11.03 | 23.5K | 42,811 | — | ↗ |
| 2023-08-18 | Sparks Scott Andrew | Officer | S-Sale | D | Common Stock | 10,000 | 9.53 | 95.3K | 163,948 | — | ↗ |
| 2023-08-11 | LOVOI JOHN | Director | S-Sale | D | Common Stock | 15,000 | 9.69 | 145.4K | 340,249 | — | ↗ |
| 2023-07-01 | Harris Paula | Director | A-Award | A | Common Stock | 3,388 | 0.00 | — | 44,938 | — | ↗ |
| 2023-07-01 | Gatti Amerino | Director | A-Award | A | Common Stock | 4,234 | 0.00 | — | 171,016 | — | ↗ |
| 2023-06-08 | Sparks Scott Andrew | Officer | S-Sale | D | Common Stock | 20,000 | 7.40 | 148.0K | 173,948 | — | ↗ |
| 2023-04-01 | Harris Paula | Director | A-Award | A | Common Stock | 3,230 | 0.00 | — | 41,550 | — | ↗ |
| 2023-04-01 | Gatti Amerino | Director | A-Award | A | Common Stock | 4,037 | 0.00 | — | 166,782 | — | ↗ |
| 2023-02-27 | Sparks Scott Andrew | Officer | S-Sale | D | Common Stock | 75,000 | 8.44 | 633.0K | 193,948 | — | ↗ |
| 2023-01-09 | Staffeldt Erik | Officer | F-InKind | D | Common Stock | 16,967 | 7.38 | 125.2K | 333,380 | — | ↗ |
| 2023-01-09 | Sparks Scott Andrew | Officer | M-Exempt | D | Performance Share Units | 47,128 | 0.00 | — | 0 | — | ↗ |
| 2023-01-09 | Neikirk Kenneth English | Officer | M-Exempt | A | Common Stock | 30,082 | 0.00 | — | 95,829 | — | ↗ |
| 2023-01-09 | KRATZ OWEN E | Officer | M-Exempt | D | Performance Share Units | 144,393 | 0.00 | — | 0 | — | ↗ |
| 2023-01-04 | Staffeldt Erik | Officer | M-Exempt | D | Restricted Stock Units | 35,714 | 0.00 | — | 35,715 | — | ↗ |
| 2023-01-04 | Sparks Scott Andrew | Officer | D-Return | D | Common Stock | 62,767 | 7.38 | 463.2K | 246,196 | — | ↗ |
| 2023-01-04 | Neikirk Kenneth English | Officer | D-Return | D | Common Stock | 42,735 | 7.38 | 315.4K | 65,747 | — | ↗ |
| 2023-01-04 | KRATZ OWEN E | Officer | M-Exempt | A | Common Stock | 43,651 | 0.00 | — | 7,496,434 | — | ↗ |
| 2023-01-03 | Staffeldt Erik | Officer | A-Award | A | Restricted Stock Units | 88,076 | 0.00 | — | 88,076 | — | ↗ |
| 2023-01-03 | Sparks Scott Andrew | Officer | A-Award | A | Restricted Stock Units | 93,157 | 0.00 | — | 93,157 | — | ↗ |
| 2023-01-03 | Neikirk Kenneth English | Officer | A-Award | A | Restricted Stock Units | 64,363 | 0.00 | — | 64,363 | — | ↗ |
| 2023-01-03 | KRATZ OWEN E | Officer | A-Award | A | Performance Share Units | 487,804 | 0.00 | — | 487,804 | — | ↗ |
| 2023-01-03 | Arriaga Brent Alexander | Officer | A-Award | A | Restricted Stock Units | 16,938 | 0.00 | — | 16,938 | — | ↗ |
| 2023-01-01 | Little Thomas Mitchell | Director | A-Award | A | Common Stock | 3,070 | 0.00 | — | 91,326 | — | ↗ |
| 2023-01-01 | Harris Paula | Director | A-Award | A | Common Stock | 2,858 | 0.00 | — | 38,320 | — | ↗ |
| 2023-01-01 | Gatti Amerino | Director | F-InKind | D | Common Stock | 7,152 | 7.38 | 52.8K | 159,463 | — | ↗ |
| 2022-12-08 | TRANSIER WILLIAM L | Director | F-InKind | D | Common Stock | 16,870 | 5.97 | 100.7K | 180,293 | — | ↗ |
| 2022-12-08 | Nelson Amy H | Director | F-InKind | D | Common Stock | 16,870 | 5.97 | 100.7K | 90,181 | — | ↗ |
| 2022-12-08 | Little Thomas Mitchell | Director | F-InKind | D | Common Stock | 10,943 | 5.97 | 65.3K | 88,256 | — | ↗ |
| 2022-12-08 | Gatti Amerino | Director | F-InKind | D | Common Stock | 16,870 | 5.97 | 100.7K | 166,615 | — | ↗ |
| 2022-12-07 | TRANSIER WILLIAM L | Director | A-Award | A | Common Stock | 25,126 | 0.00 | — | 197,163 | — | ↗ |
| 2022-12-07 | Nelson Amy H | Director | A-Award | A | Common Stock | 25,126 | 0.00 | — | 107,051 | — | ↗ |
| 2022-12-07 | Little Thomas Mitchell | Director | A-Award | A | Common Stock | 25,126 | 0.00 | — | 99,199 | — | ↗ |
| 2022-12-07 | LOVOI JOHN | Director | A-Award | A | Common Stock | 25,126 | 0.00 | — | 355,249 | — | ↗ |
| 2022-12-07 | Harris Paula | Director | A-Award | A | Common Stock | 25,126 | 0.00 | — | 35,462 | — | ↗ |
| 2022-12-07 | Glassman Diana | Director | A-Award | A | Common Stock | 25,126 | 0.00 | — | 34,790 | — | ↗ |
| 2022-12-07 | Gatti Amerino | Director | A-Award | A | Common Stock | 25,126 | 0.00 | — | 183,485 | — | ↗ |
| 2022-10-31 | Sparks Scott Andrew | Officer | S-Sale | D | Common Stock | 26,000 | 6.93 | 180.2K | 254,870 | — | ↗ |
| 2022-10-01 | Little Thomas Mitchell | Director | A-Award | A | Common Stock | 5,869 | 0.00 | — | 74,073 | — | ↗ |
| 2022-10-01 | Harris Paula | Director | A-Award | A | Common Stock | 653 | 0.00 | — | 10,336 | — | ↗ |
| 2022-10-01 | Gatti Amerino | Director | A-Award | A | Common Stock | 6,274 | 0.00 | — | 158,359 | — | ↗ |
| 2022-07-22 | Little Thomas Mitchell | Director | F-InKind | D | Common Stock | 3,520 | 2.65 | 9.3K | 68,204 | — | ↗ |
| 2022-07-01 | Little Thomas Mitchell | Director | A-Award | A | Common Stock | 7,054 | 0.00 | — | 71,724 | — | ↗ |
| 2022-07-01 | Gatti Amerino | Director | A-Award | A | Common Stock | 7,813 | 0.00 | — | 152,085 | — | ↗ |
| 2022-04-01 | RASK JAN A | Director | A-Award | A | Common Stock | 5,230 | 0.00 | — | 378,795 | — | ↗ |
| 2022-04-01 | Little Thomas Mitchell | Director | A-Award | A | Common Stock | 4,413 | 0.00 | — | 64,670 | — | ↗ |
| 2022-04-01 | Gatti Amerino | Director | A-Award | A | Common Stock | 5,067 | 0.00 | — | 144,272 | — | ↗ |
| 2022-01-21 | Staffeldt Erik | Officer | M-Exempt | D | Performance Share Units | 155,736 | 0.00 | — | 0 | — | ↗ |
| 2022-01-21 | Sparks Scott Andrew | Officer | F-InKind | D | Common Stock | 58,168 | 3.12 | 181.5K | 280,870 | — | ↗ |
| 2022-01-21 | KRATZ OWEN E | Director / Officer | M-Exempt | D | Performance Share Units | 463,587 | 0.00 | — | 0 | — | ↗ |
| 2022-01-04 | Staffeldt Erik | Officer | M-Exempt | D | Restricted Stock Units | 35,714 | 0.00 | — | 71,429 | — | ↗ |
| 2022-01-04 | Sparks Scott Andrew | Officer | M-Exempt | D | Restricted Stock Units | 39,682 | 0.00 | — | 79,366 | — | ↗ |
| 2022-01-04 | Neikirk Kenneth English | Officer | M-Exempt | D | Restricted Stock Units | 31,746 | 0.00 | — | 63,492 | — | ↗ |
| 2022-01-04 | KRATZ OWEN E | Director / Officer | M-Exempt | A | Common Stock | 43,650 | 0.00 | — | 7,214,415 | — | ↗ |
| 2022-01-02 | Staffeldt Erik | Officer | F-InKind | D | Common Stock | 7,322 | 3.12 | 22.8K | 221,085 | — | ↗ |
| 2022-01-02 | Sparks Scott Andrew | Officer | F-InKind | D | Common Stock | 7,596 | 3.12 | 23.7K | 199,169 | — | ↗ |
| 2022-01-02 | Neikirk Kenneth English | Officer | F-InKind | D | Common Stock | 5,796 | 3.12 | 18.1K | 71,544 | — | ↗ |
| 2022-01-02 | KRATZ OWEN E | Director / Officer | F-InKind | D | Common Stock | 24,518 | 3.12 | 76.5K | 7,170,765 | — | ↗ |
| 2022-01-01 | RASK JAN A | Director | A-Award | A | Common Stock | 8,013 | 0.00 | — | 373,565 | — | ↗ |
| 2022-01-01 | Gatti Amerino | Director | A-Award | A | Common Stock | 7,762 | 0.00 | — | 139,205 | — | ↗ |
| 2021-12-10 | TRANSIER WILLIAM L | Director | F-InKind | D | Common Stock | 12,614 | 3.26 | 41.1K | 172,037 | — | ↗ |
| 2021-12-10 | Nelson Amy H | Director | F-InKind | D | Common Stock | 12,614 | 3.26 | 41.1K | 81,925 | — | ↗ |
| 2021-12-10 | Gatti Amerino | Director | F-InKind | D | Common Stock | 12,614 | 3.26 | 41.1K | 141,741 | — | ↗ |
| 2021-12-08 | TRANSIER WILLIAM L | Director | A-Award | A | Common Stock | 45,593 | 0.00 | — | 184,651 | — | ↗ |
| 2021-12-08 | RASK JAN A | Director | A-Award | A | Common Stock | 45,593 | 0.00 | — | 365,552 | — | ↗ |
| 2021-12-08 | Nelson Amy H | Director | A-Award | A | Common Stock | 45,593 | 0.00 | — | 94,539 | — | ↗ |
| 2021-12-08 | Little Thomas Mitchell | Director | A-Award | A | Common Stock | 45,593 | 0.00 | — | 60,257 | — | ↗ |
| 2021-12-08 | LOVOI JOHN | Director | A-Award | A | Common Stock | 45,593 | 0.00 | — | 330,123 | — | ↗ |
| 2021-12-08 | Gatti Amerino | Director | A-Award | A | Common Stock | 45,593 | 0.00 | — | 154,355 | — | ↗ |
| 2021-12-08 | Arriaga Brent Alexander | Officer | — | D | Common Stock | 0 | 0.00 | — | 1,505 | — | ↗ |
| 2021-10-01 | RASK JAN A | Director | A-Award | A | Common Stock | 6,443 | 0.00 | — | 319,959 | — | ↗ |
| 2021-10-01 | Gatti Amerino | Director | A-Award | A | Common Stock | 6,242 | 0.00 | — | 108,762 | — | ↗ |
| 2021-07-22 | Little Thomas Mitchell | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-07-01 | RASK JAN A | Director | A-Award | A | Common Stock | 4,306 | 0.00 | — | 313,516 | — | ↗ |
| 2021-07-01 | Gatti Amerino | Director | A-Award | A | Common Stock | 4,097 | 0.00 | — | 102,520 | — | ↗ |
| 2021-06-02 | Sparks Scott Andrew | Officer | S-Sale | D | Common Stock | 34,700 | 5.98 | 207.5K | 220,890 | — | ↗ |
| 2021-04-01 | RASK JAN A | Director | A-Award | A | Common Stock | 4,796 | 0.00 | — | 309,210 | — | ↗ |
| 2021-04-01 | Gatti Amerino | Director | A-Award | A | Common Stock | 4,486 | 0.00 | — | 98,423 | — | ↗ |
| 2021-03-09 | LOVOI JOHN | Director | S-Sale | D | Common Stock | 45,000 | 6.24 | 281.0K | 284,530 | — | ↗ |
| 2021-01-06 | Staffeldt Erik | Officer | M-Exempt | D | Performance Share Units | 99,470 | 0.00 | — | 0 | — | ↗ |
| 2021-01-06 | Sparks Scott Andrew | Officer | F-InKind | D | Common Stock | 53,251 | 4.20 | 223.7K | 278,937 | — | ↗ |
| 2021-01-06 | KRATZ OWEN E | Director / Officer | M-Exempt | D | Performance Share Units | 424,404 | 0.00 | — | 0 | — | ↗ |
| 2021-01-04 | Staffeldt Erik | Officer | A-Award | A | Performance Share Units | 214,286 | 0.00 | — | 214,286 | — | ↗ |
| 2021-01-04 | Sparks Scott Andrew | Officer | A-Award | A | Restricted Stock Units | 119,048 | 0.00 | — | 119,048 | — | ↗ |
| 2021-01-04 | RASK JAN A | Director | A-Award | A | Common Stock | 4,874 | 0.00 | — | 304,414 | — | ↗ |
| 2021-01-04 | Neikirk Kenneth English | Officer | A-Award | A | Restricted Stock Awards | 95,238 | 0.00 | — | 95,238 | — | ↗ |
| 2021-01-04 | LOVOI JOHN | Director | A-Award | A | Common Stock | 4,874 | 0.00 | — | 329,530 | — | ↗ |
| 2021-01-04 | KRATZ OWEN E | Director / Officer | A-Award | A | Restricted Stock Units | 130,952 | 0.00 | — | 130,952 | — | ↗ |
| 2021-01-04 | Gatti Amerino | Director | A-Award | A | Common Stock | 4,501 | 0.00 | — | 93,937 | — | ↗ |
| 2021-01-02 | Staffeldt Erik | Officer | F-InKind | D | Common Stock | 7,322 | 4.20 | 30.8K | 182,867 | — | ↗ |
| 2021-01-02 | Sparks Scott Andrew | Officer | F-InKind | D | Common Stock | 7,596 | 4.20 | 31.9K | 189,616 | — | ↗ |
| 2021-01-02 | Neikirk Kenneth English | Officer | F-InKind | D | Common Stock | 5,796 | 4.20 | 24.3K | 77,340 | — | ↗ |
| 2021-01-02 | KRATZ OWEN E | Director / Officer | F-InKind | D | Common Stock | 24,518 | 4.20 | 103.0K | 6,979,019 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Owen Kratz President and Chief Executive Officer | 800.0K | — | 3.84M | — | 420.0K | 8.8K | 5.07M | 75.75% | ↗ |
| 2 | 2025 | Erik Staffeldt Executive Vice President and Chief Financial Officer | 460.0K | — | 1.58M | — | 161.0K | 8.8K | 2.21M | 71.48% | ↗ |
| 3 | 2025 | Scotty Sparks Executive Vice President and Chief Operating Officer | 460.0K | — | 1.47M | — | 161.0K | — | 2.09M | 70.25% | ↗ |
| 4 | 2025 | Ken Neikirk Executive Vice President, General Counsel and Corporate Secretary | 420.0K | — | 1.01M | — | 147.0K | 8.8K | 1.59M | 63.76% | ↗ |
| 5 | 2024 | Owen Kratz President and Chief Executive Officer | 800.0K | — | 3.95M | — | 914.4K | 8.6K | 5.68M | 69.64% | ↗ |
| 6 | 2024 | Scotty Sparks Executive Vice President and Chief Operating Officer | 460.0K | — | 1.51M | — | 350.5K | — | 2.32M | 65.07% | ↗ |
| 7 | 2024 | Erik Staffeldt Executive Vice President and Chief Financial Officer | 440.0K | — | 1.43M | — | 335.3K | 8.6K | 2.21M | 64.55% | ↗ |
| 8 | 2024 | Ken Neikirk Executive Vice President, General Counsel and Corporate Secretary | 400.0K | — | 1.04M | — | 304.8K | 8.6K | 1.76M | 59.38% | ↗ |
| 9 | 2023 | Owen Kratz President and Chief Executive Officer | 800.0K | — | 4.06M | — | 2.16M | 8.3K | 7.02M | 57.77% | ↗ |
| 10 | 2023 | Scotty Sparks Executive Vice President and Chief Operating Officer | 460.0K | — | 1.55M | — | 827.1K | — | 2.84M | 54.63% | ↗ |
| 11 | 2023 | Erik Staffeldt Executive Vice President and Chief Financial Officer | 440.0K | — | 1.47M | — | 791.1K | 8.3K | 2.70M | 54.17% | ↗ |
| 12 | 2023 | Ken Neikirk Executive Vice President, General Counsel and Corporate Secretary | 400.0K | — | 1.07M | — | 719.2K | 8.3K | 2.20M | 48.71% | ↗ |
| 13 | 2022 | Owen Kratz President and Chief Executive Officer | 700.0K | — | 4.25M | — | 1.40M | 7.6K | 6.36M | 66.84% | ↗ |
| 14 | 2022 | Scotty Sparks Executive Vice President and Chief Operating Officer | 460.0K | — | 1.39M | — | 611.8K | — | 2.46M | 56.41% | ↗ |
| 15 | 2022 | Erik Staffeldt Executive Vice President and Chief Financial Officer | 440.0K | — | 1.27M | — | 585.2K | 7.6K | 2.30M | 55.13% | ↗ |
| 16 | 2022 | Ken Neikirk Executive Vice President, General Counsel and Corporate Secretary | 400.0K | — | 944.2K | — | 532.0K | 7.6K | 1.88M | 50.12% | ↗ |
| 17 | 2021 | Owen Kratz President and Chief Executive Officer | 700.0K | — | 1.25M | — | 929.7K | — | 2.88M | 43.36% | ↗ |
| 18 | 2021 | Scotty Sparks Executive Vice President and Chief Operating Officer | 460.0K | — | 1.13M | — | 407.3K | — | 2.00M | 56.66% | ↗ |
| 19 | 2021 | Erik Staffeldt Executive Vice President and Chief Financial Officer | 440.0K | — | 1.02M | — | 389.6K | — | 1.85M | 55.16% | ↗ |
| 20 | 2021 | Ken Neikirk Executive Vice President, General Counsel and Corporate Secretary | 400.0K | — | 907.1K | — | 454.7K | — | 1.76M | 51.49% | ↗ |
| 21 | 2020 | Owen Kratz President and Chief Executive Officer | 597.9K | — | 4.26M | — | 472.5K | 7.1K | 5.34M | 79.80% | ↗ |
| 22 | 2020 | Scotty Sparks Executive Vice President and Chief Operating Officer | 433.2K | — | 1.39M | — | 207.0K | — | 2.03M | 68.46% | ↗ |
| 23 | 2020 | Erik Staffeldt Executive Vice President and Chief Financial Officer | 414.3K | — | 1.27M | — | 198.0K | 7.1K | 1.89M | 67.24% | ↗ |
| 24 | 2020 | Ken Neikirk Executive Vice President, General Counsel and Corporate Secretary | 339.0K | — | 887.1K | — | 261.0K | 7.1K | 1.49M | 59.37% | ↗ |
| 25 | 2020 | Ken Neikirk Senior Vice President, General Counsel and Corporate Secretary | 339.0K | — | 887.1K | — | 162.0K | 7.1K | 1.40M | 63.58% | ↗ |
| 26 | 2019 | Owen Kratz President and Chief Executive Officer | 700.0K | — | 3.85M | — | 829.0K | — | 5.38M | 71.56% | ↗ |
| 27 | 2019 | Erik Staffeldt Executive Vice President and Chief Financial Officer | 375.0K | — | 1.29M | — | 296.1K | 6.5K | 1.97M | 65.61% | ↗ |
| 28 | 2019 | Scotty Sparks Executive Vice President and Chief Operating Officer | 375.0K | — | 1.29M | — | 296.1K | — | 1.96M | 65.83% | ↗ |
| 29 | 2019 | Alisa B. Johnson Former Executive Vice President, General Counsel and Corporate Secretary | 196.6K | — | 1.26M | — | — | — | 1.46M | 86.53% | ↗ |
| 30 | 2019 | Ken Neikirk Senior Vice President, General Counsel and Corporate Secretary | 276.3K | — | — | — | 204.2K | 5.3K | 485.8K | 0.00% | ↗ |
| 31 | 2018 | Owen Kratz President and Chief Executive Officer | 700.0K | — | 3.82M | — | 1.29M | — | 5.80M | 65.73% | ↗ |
| 32 | 2018 | Scotty Sparks Executive Vice President and Chief Operating Officer | 375.0K | — | 1.28M | — | 460.5K | — | 2.12M | 60.54% | ↗ |
| 33 | 2018 | Alisa B. Johnson Executive Vice President, General Counsel and Corporate Secretary | 360.0K | — | 1.25M | — | 442.1K | — | 2.05M | 60.95% | ↗ |
| 34 | 2018 | Alisa B. Johnson Former Executive Vice President, General Counsel and Corporate Secretary | 360.0K | — | 1.25M | — | 442.1K | — | 2.05M | 60.95% | ↗ |
| 35 | 2018 | Geoffrey C. Wagner Former Executive Vice President and Chief Commercial Officer | 656.3K | 50.0K | 834.6K | — | 360.0K | — | 1.90M | 43.91% | ↗ |
| 36 | 2018 | Erik Staffeldt Executive Vice President and Chief Financial Officer | 375.0K | — | 894.2K | — | 460.5K | — | 1.73M | 51.70% | ↗ |
| 37 | 2017 | Owen Kratz President and Chief Executive Officer | 700.0K | — | 4.53M | — | 427.4K | — | 5.66M | 80.07% | ↗ |
| 38 | 2017 | Erik Staffeldt Executive Vice President and Chief Financial Officer | 306.0K | 50.0K | 365.0K | — | 78.9K | — | 1.84M | 19.88% | ↗ |
| 39 | 2017 | Anthony Tripodo Former Executive Vice President and Senior Advisor | 480.0K | — | 1.11M | — | 234.4K | — | 1.82M | 60.80% | ↗ |
| 40 | 2017 | Alisa B. Johnson Former Executive Vice President, General Counsel and Corporate Secretary | 360.0K | — | 1.28M | — | 146.5K | — | 1.78M | 71.61% | ↗ |
| 41 | 2017 | Alisa B. Johnson Executive Vice President, General Counsel and Corporate Secretary | 360.0K | — | 1.28M | — | 146.5K | — | 1.78M | 71.61% | ↗ |
| 42 | 2017 | Erik Staffeldt Senior Vice President and Chief Financial Officer | 306.0K | 50.0K | 365.0K | — | 78.9K | — | 799.9K | 45.63% | ↗ |
| 43 | 2017 | Scotty Sparks Executive Vice President and Chief Operating Officer | 375.0K | — | 1.31M | — | 152.6K | — | 799.9K | 163.49% | ↗ |
| 44 | 2016 | Owen Kratz President and Chief Executive Officer | 700.0K | — | 3.77M | — | — | 9.6K | 4.48M | 84.15% | ↗ |
| 45 | 2016 | Owen Kratz, President and Chief Executive Officer | 700.0K | — | 3.77M | — | — | 9.6K | 4.48M | 84.15% | ↗ |
| 46 | 2016 | Anthony Tripodo, Executive Vice President and Chief Financial Officer | 480.0K | — | 1.77M | — | — | 1.2K | 2.25M | 78.59% | ↗ |
| 47 | 2016 | Anthony Tripodo Former Executive Vice President and Senior Advisor | 480.0K | — | 1.77M | — | — | 1.2K | 2.25M | 78.59% | ↗ |
| 48 | 2016 | Scotty Sparks, Executive Vice President and Chief Operating Officer | 370.8K | — | — | — | — | — | 1.64M | 0.00% | ↗ |
| 49 | 2016 | Scotty Sparks Executive Vice President and Chief Operating Officer | 370.8K | — | 1.27M | — | — | — | 1.64M | 77.35% | ↗ |
| 50 | 2016 | Alisa B. Johnson, Executive Vice President, General Counsel and Corporate Secretary | 360.0K | — | — | — | — | 4.4K | 1.60M | 0.00% | ↗ |
| 51 | 2016 | Alisa B. Johnson Executive Vice President, General Counsel and Corporate Secretary | 360.0K | — | 1.24M | — | — | 4.4K | 1.60M | 77.24% | ↗ |
| 52 | 2015 | Owen Kratz President and Chief Executive Officer | 700.0K | — | 3.45M | — | — | 9.9K | 4.16M | 82.92% | ↗ |
| 53 | 2015 | Owen Kratz, President and Chief Executive Officer | 700.0K | — | 3.45M | — | — | 9.9K | 4.16M | 82.92% | ↗ |
| 54 | 2015 | Anthony Tripodo Former Executive Vice President and Senior Advisor | 480.0K | — | 1.62M | — | — | 9.9K | 2.11M | 76.74% | ↗ |
| 55 | 2015 | Anthony Tripodo, Executive Vice President and Chief Financial Officer | 480.0K | — | 1.62M | — | — | 9.9K | 2.11M | 76.74% | ↗ |
| 56 | 2015 | Alisa B. Johnson Executive Vice President, General Counsel and Corporate Secretary | 360.0K | — | 1.24M | — | — | 9.9K | 1.60M | 77.24% | ↗ |
| 57 | 2015 | Alisa B. Johnson, Executive Vice President, General Counsel and Corporate Secretary | 360.0K | — | — | — | — | 9.9K | 1.50M | 0.00% | ↗ |
| 58 | 2015 | Clifford V. Chamblee, Former Executive Vice President and Chief Operating Officer | 187.2K | — | 1.16M | — | — | 9.9K | 1.36M | 85.45% | ↗ |
| 59 | 2015 | Scotty Sparks, Executive Vice President and Chief Operating Officer | 324.2K | — | — | — | — | — | 324.2K | 0.00% | ↗ |
| 60 | 2015 | Scotty Sparks Executive Vice President and Chief Operating Officer | 324.2K | — | — | — | — | — | 324.2K | 0.00% | ↗ |
| 61 | 2014 | Owen Kratz, President and Chief Executive Officer | 700.0K | — | 1.72M | — | 4.12M | 9.8K | 6.56M | 26.30% | ↗ |
| 62 | 2014 | Owen Kratz, President and CEO | 700.0K | — | 1.60M | — | 4.12M | 9.8K | 6.43M | 24.88% | ↗ |
| 63 | 2014 | Anthony Tripodo, Executive Vice President and Chief Financial Officer | 480.0K | — | — | — | 2.01M | 9.8K | 3.31M | 0.00% | ↗ |
| 64 | 2014 | Anthony Tripodo, Executive Vice President and CFO | 480.0K | — | — | — | 2.01M | 9.8K | 3.25M | 0.00% | ↗ |
| 65 | 2014 | Alisa B. Johnson, Executive Vice President, General Counsel and Corporate Secretary | 360.0K | — | — | — | 1.39M | 9.8K | 2.32M | 0.00% | ↗ |
| 66 | 2014 | Clifford V. Chamblee, Former Executive Vice President and Chief Operating Officer | 396.2K | — | 579.4K | — | 1.24M | 9.8K | 2.23M | 26.01% | ↗ |
| 67 | 2014 | Clifford V. Chamblee, Executive Vice President and COO | 396.2K | — | 750.0K | — | 1.16M | 9.8K | 2.10M | 35.65% | ↗ |
| 68 | 2013 | Owen Kratz, President and Chief Executive Officer | 700.0K | — | 1.75M | — | 4.87M | 6.4K | 7.33M | 23.86% | ↗ |
| 69 | 2013 | Owen Kratz, President and CEO | 700.0K | — | 1.50M | — | 4.04M | 6.4K | 6.25M | 24.01% | ↗ |
| 70 | 2013 | Anthony Tripodo, Executive Vice President and Chief Financial Officer | 480.0K | — | 874.7K | — | 2.17M | 6.4K | 3.54M | 24.74% | ↗ |
| 71 | 2013 | Anthony Tripodo, Executive Vice President and CFO | 480.0K | — | 750.0K | — | 1.77M | 6.4K | 3.01M | 24.91% | ↗ |
| 72 | 2013 | Alisa B. Johnson, Executive Vice President, General Counsel and Corporate Secretary | 360.0K | — | 612.2K | — | 1.53M | 6.4K | 2.50M | 24.45% | ↗ |
| 73 | 2013 | Clifford V. Chamblee, Former Executive Vice President and Chief Operating Officer | 380.0K | — | 597.7K | — | 1.18M | 6.4K | 2.16M | 27.65% | ↗ |
| 74 | 2013 | Clifford V. Chamblee, Executive Vice President and COO | 380.0K | — | — | — | — | 6.4K | 1.74M | 0.00% | ↗ |
| 75 | 2013 | Clifford V Chamblee, Executive Vice President and Chief Operating Officer | 380.0K | — | 512.5K | — | 842.2K | 6.4K | 1.74M | 29.44% | ↗ |
| 76 | 2013 | Johnny Edwards, Former Executive Vice President – Oil & Gas | 71.0K | — | — | — | 384.6K | 6.4K | 462.0K | 0.00% | ↗ |
| 77 | 2012 | Owen Kratz, President and CEO | 700.0K | — | 1.50M | — | 3.57M | 6.3K | 5.78M | 25.97% | ↗ |
| 78 | 2012 | Owen Kratz, Chief Executive Officer and President | 700.0K | — | 1.50M | — | 2.90M | 6.3K | 5.11M | 29.38% | ↗ |
| 79 | 2012 | Anthony Tripodo, Executive Vice President and CFO | 464.6K | — | — | — | 1.54M | 6.3K | 2.76M | 0.00% | ↗ |
| 80 | 2012 | Anthony Tripodo, Executive Vice President and Chief Financial Officer | 464.6K | — | 750.0K | — | 1.54M | 6.3K | 2.76M | 27.21% | ↗ |
| 81 | 2012 | Clifford V. Chamblee, Executive Vice President – and Chief Operating Officer | 374.2K | — | 512.5K | — | 1.09M | 6.3K | 1.98M | 25.88% | ↗ |
| 82 | 2012 | Johnny Edwards, Former Executive Vice President – Oil &Gas | 374.2K | — | 512.5K | — | 1.09M | 6.3K | 1.98M | 25.88% | ↗ |
| 83 | 2012 | Alisa B. Johnson, Executive Vice President, General Counsel and Corporate Secretary | 358.1K | — | — | — | 1.39M | 6.3K | 1.96M | 0.00% | ↗ |
| 84 | 2012 | Alisa B. Johnson, Executive Vice President and General Counsel | 358.1K | — | 525.0K | — | 900.0K | 6.3K | 1.79M | 29.34% | ↗ |
| 85 | 2012 | Johnny Edwards, Former Executive Vice President – Oil & Gas | 374.2K | — | 512.5K | — | 733.5K | 6.3K | 1.63M | 31.51% | ↗ |
| 86 | 2012 | Clifford V Chamblee, Executive Vice President and Chief Operating Officer | 374.2K | — | 512.5K | — | 634.8K | 6.3K | 1.53M | 33.55% | ↗ |
| 87 | 2012 | Clifford V. Chamblee, Executive Vice President and COO | 374.2K | — | 750.0K | — | 842.2K | 6.3K | 1.53M | 49.09% | ↗ |
| 88 | 2011 | Owen Kratz, Chief Executive Officer and President | 700.0K | — | 1.07M | — | 3.33M | 6.1K | 5.11M | 20.92% | ↗ |
| 89 | 2011 | Owen Kratz, President and CEO | 700.0K | — | 1.07M | — | 2.70M | 6.1K | 4.47M | 23.90% | ↗ |
| 90 | 2011 | Bart Heijermans, former Executive Vice President and Chief Operating Officer | 34.6K | — | — | — | — | 2.26M | 2.29M | 0.00% | ↗ |
| 91 | 2011 | Anthony Tripodo, Executive Vice President and Chief Financial Officer | 400.0K | — | 680.8K | — | 1.16M | 6.1K | 2.25M | 30.28% | ↗ |
| 92 | 2011 | Alisa B. Johnson, Executive Vice President and General Counsel | 350.0K | — | 476.7K | — | 948.3K | 6.1K | 1.78M | 26.77% | ↗ |
| 93 | 2011 | Alisa B. Johnson, Executive Vice President, General Counsel and Corporate Secretary | 350.0K | — | 476.7K | — | 798.7K | 6.1K | 1.63M | 29.22% | ↗ |
| 94 | 2011 | Clifford V. Chamblee, Executive Vice President – and Chief Operating Officer | 296.8K | — | 348.8K | — | 801.3K | 6.1K | 1.45M | 24.00% | ↗ |
| 95 | 2011 | Clifford Chamblee, Executive Vice President – Contracting Services | 296.8K | — | 348.8K | — | 801.3K | 6.1K | 1.45M | 24.00% | ↗ |
| 96 | 2011 | Johnny Edwards, Executive Vice President – Oil & Gas | 350.0K | — | 272.3K | — | 702.7K | 6.1K | 1.33M | 20.45% | ↗ |
| 97 | 2011 | Johnny Edwards, Former Executive Vice President – Oil &Gas | 350.0K | — | 272.3K | — | 702.7K | 6.1K | 1.33M | 20.45% | ↗ |
| 98 | 2011 | Clifford V Chamblee, Executive Vice President and Chief Operating Officer | 296.8K | — | 348.8K | — | 464.2K | 6.1K | 1.12M | 31.25% | ↗ |
| 99 | 2011 | Johnny Edwards, Former Executive Vice President – Oil & Gas | 350.0K | — | 272.3K | — | 464.2K | 6.1K | 1.09M | 24.92% | ↗ |
| 100 | 2010 | Owen Kratz, Chief Executive Officer and President | 700.0K | 295.0K | 1.19M | — | 1.81M | 6.1K | 4.00M | 29.66% | ↗ |
| 101 | 2010 | Robert Murphy, former Executive Vice President — Oil & Gas | 90.0K | — | — | — | — | 3.07M | 3.16M | 0.00% | ↗ |
| 102 | 2010 | Bart Heijermans, former Executive Vice President and Chief Operating Officer | 450.0K | 600.0K | 593.4K | — | 906.5K | 6.1K | 2.56M | 23.22% | ↗ |
| 103 | 2010 | Anthony Tripodo, Executive Vice President and Chief Financial Officer | 400.0K | 438.0K | 514.3K | — | 785.7K | 6.1K | 2.14M | 23.98% | ↗ |
| 104 | 2010 | Alisa B. Johnson, Executive Vice President and General Counsel | 325.0K | 273.8K | 415.4K | — | 634.6K | 6.1K | 1.65M | 25.10% | ↗ |
| 105 | 2010 | Johnny Edwards, Executive Vice President – Oil & Gas | 350.0K | 300.0K | 118.7K | — | 181.3K | 6.1K | 956.1K | 12.41% | ↗ |
| 106 | 2010 | Johnny Edwards, Executive Vice President — Oil & Gas | 350.0K | 300.0K | 118.7K | — | 181.3K | 6.1K | 956.1K | 12.41% | ↗ |
| 107 | 2010 | Johnny Edwards, Former Executive Vice President – Oil &Gas | 350.0K | 300.0K | 118.7K | — | 181.3K | 6.1K | 956.1K | 12.41% | ↗ |
| 108 | 2009 | Owen Kratz, Chief Executive Officer and President | 700.0K | 100.0K | 523.4K | — | 2.48M | 6.1K | 4.71M | 11.12% | ↗ |
| 109 | 2009 | Bart Heijermans, former Executive Vice President and Chief Operating Officer | 450.0K | 450.0K | 348.9K | — | 1.65M | 6.1K | 2.91M | 12.01% | ↗ |
| 110 | 2009 | Bart Heijermans, Executive Vice President and Chief Operating Officer | 450.0K | 450.0K | 348.9K | — | 1.65M | 6.1K | 2.91M | 12.01% | ↗ |
| 111 | 2009 | Robert Murphy, former Executive Vice President — Oil & Gas | 450.0K | 300.0K | 348.9K | — | 1.65M | 6.1K | 2.76M | 12.66% | ↗ |
| 112 | 2009 | Robert Murphy, Executive Vice President — Oil & Gas | 450.0K | 300.0K | 348.9K | — | 1.65M | 6.1K | 2.76M | 12.66% | ↗ |
| 113 | 2009 | Anthony Tripodo, Executive Vice President and Chief Financial Officer | 365.0K | 450.0K | 226.8K | — | 1.07M | 6.1K | 2.12M | 10.69% | ↗ |
| 114 | 2009 | Alisa B. Johnson, Executive Vice President and General Counsel | 325.0K | 335.0K | 165.7K | — | 784.3K | 6.1K | 1.62M | 10.26% | ↗ |
| 115 | 2008 | Martin R. Ferron, former Chief Executive Officer and President | 94.2K | — | 3.13M | 507.7K | — | 1.65M | 5.39M | 67.55% | ↗ |
| 116 | 2008 | Owen Kratz, Chief Executive Officer and President | 697.3K | — | 3.00M | — | — | 5.8K | 3.70M | 81.01% | ↗ |
| 117 | 2008 | Anthony Tripodo, Executive Vice President and Chief Financial Officer | 186.7K | 375.0K | 2.87M | — | — | 5.8K | 3.43M | 83.47% | ↗ |
| 118 | 2008 | Bart Heijermans, former Executive Vice President and Chief Operating Officer | 448.3K | 300.0K | 2.00M | — | — | 7.8K | 2.76M | 72.57% | ↗ |
| 119 | 2008 | Bart Heijermans, Executive Vice President and Chief Operating Officer | 448.3K | 300.0K | 2.00M | — | — | 7.8K | 2.76M | 72.57% | ↗ |
| 120 | 2008 | Robert Murphy, Executive Vice President — Oil & Gas | 448.3K | 180.0K | 2.00M | — | — | 8.2K | 2.64M | 75.86% | ↗ |
| 121 | 2008 | Robert Murphy, former Executive Vice President — Oil & Gas | 448.3K | 180.0K | 2.00M | — | — | 8.2K | 2.64M | 75.86% | ↗ |
| 122 | 2008 | Alisa B. Johnson, Executive Vice President and General Counsel | 323.8K | 285.0K | 950.0K | — | — | 7.1K | 1.57M | 60.67% | ↗ |
| 123 | 2008 | A. Wade Pursell, former Executive Vice President and Chief Financial Officer | 188.1K | — | 842.6K | 154.4K | — | 55.1K | 1.49M | 66.86% | ↗ |
| 124 | 2007 | Owen Kratz, Chief Executive Officer and President | 662.0K | — | 2.81M | — | 400.0K | 5.6K | 3.88M | 72.47% | ↗ |
| 125 | 2007 | Martin R. Ferron, Chief Executive Officer and President | 662.0K | — | 1.17M | 111.7K | 978.0K | 13.4K | 2.94M | 43.72% | ↗ |
| 126 | 2007 | Martin R. Ferron, former Chief Executive Officer and President | 662.0K | — | 1.17M | 111.7K | 978.0K | 13.4K | 2.94M | 43.72% | ↗ |
| 127 | 2007 | Owen Kratz, Executive Chairman | 662.0K | — | 1.11M | 218.5K | 400.0K | 5.6K | 2.40M | 55.49% | ↗ |
| 128 | 2007 | Bart Heijermans, Executive Vice President and Chief Operating Officer | 425.0K | 68.4K | 1.23M | — | 441.6K | 11.2K | 2.17M | 56.44% | ↗ |
| 129 | 2007 | Robert Murphy, Executive Vice President — Oil & Gas | 425.0K | — | — | — | 680.0K | 13.3K | 1.12M | 0.00% | ↗ |
| 130 | 2007 | A. Wade Pursell, former Executive Vice President and Chief Financial Officer | 340.0K | — | 419.1K | 77.9K | 250.9K | 13.4K | 1.10M | 45.13% | ↗ |
| 131 | 2007 | A. Wade Pursell, Executive Vice President and Chief Financial Officer | 340.0K | — | 419.1K | 77.9K | 250.9K | 13.4K | 1.10M | 45.13% | ↗ |
| 132 | 2007 | Alisa B. Johnson, Executive Vice President and General Counsel | 278.0K | — | 222.0K | — | 188.8K | 8.1K | 696.9K | 31.85% | ↗ |
| 133 | 2006 | Robert Murphy, Executive Vice President — Oil & Gas | 425.0K | 850.0K | 900.1K | — | — | — | 2.18M | 41.38% | ↗ |
| 134 | 2006 | Martin R. Ferron Chief Executive Officer and President | 446.2K | 250.0K | 610.8K | 111.7K | 599.4K | 12.3K | 2.03M | 35.58% | ↗ |
| 135 | 2006 | Martin R. Ferron, former Chief Executive Officer and President | 446.2K | 250.0K | 610.8K | 111.7K | 599.4K | 12.3K | 2.03M | 35.58% | ↗ |
| 136 | 2006 | Martin R. Ferron, Chief Executive Officer and President | 446.2K | 250.0K | 610.8K | 111.7K | 599.4K | 12.3K | 2.03M | 35.58% | ↗ |
| 137 | 2006 | Bart Heijermans, Executive Vice President and Chief Operating Officer | 340.0K | 125.0K | 1.26M | — | 200.0K | 12.0K | 1.93M | 65.00% | ↗ |
| 138 | 2006 | Bart Heijermans Executive Vice President and Chief Operating Officer | 340.0K | 125.0K | 1.26M | — | 200.0K | 12.0K | 1.93M | 65.00% | ↗ |
| 139 | 2006 | Owen Kratz, Executive Chairman | 389.4K | — | 550.5K | 218.5K | 529.8K | 5.5K | 1.69M | 45.40% | ↗ |
| 140 | 2006 | Owen Kratz Executive Chairman | 389.4K | — | 550.5K | 218.5K | 529.8K | 5.5K | 1.69M | 45.40% | ↗ |
| 141 | 2006 | Owen Kratz, Chief Executive Officer and President | 389.4K | — | 550.5K | 218.5K | 529.8K | 5.5K | 1.69M | 45.40% | ↗ |
| 142 | 2006 | James L. Connor, III former General Counsel | 136.4K | — | — | 50.5K | — | 694.5K | 881.3K | 5.73% | ↗ |
| 143 | 2006 | A. Wade Pursell, former Executive Vice President and Chief Financial Officer | 245.1K | 75.0K | 187.3K | 77.9K | 255.9K | 12.3K | 853.6K | 31.07% | ↗ |
| 144 | 2006 | A. Wade Pursell, Executive Vice President and Chief Financial Officer | 245.1K | 75.0K | 187.3K | 77.9K | 255.9K | 12.3K | 853.6K | 31.07% | ↗ |
| 145 | 2006 | A. Wade Pursell Executive Vice President and Chief Financial Officer | 245.1K | 75.0K | 187.3K | 77.9K | 255.9K | 12.3K | 853.6K | 31.07% | ↗ |
| 146 | 2006 | Lloyd Hajdik Vice President – Corporate Controller and Chief Accounting Officer | 165.0K | 50.0K | 39.8K | 29.5K | 143.1K | 10.9K | 438.3K | 15.81% | ↗ |
| 147 | 2006 | Alisa B. Johnson, Executive Vice President and General Counsel | 80.0K | — | 43.3K | — | 130.0K | 600.00 | 253.9K | 17.06% | ↗ |
| 148 | 2005 | Bart H. Heijermans Executive Vice President and Chief Operating Officer | 113.3K | 120.0K | 3.73M | — | — | — | 3.96M | 94.11% | ↗ |
| 149 | 2005 | Owen Kratz Chairman and Chief Executive Officer | 389.4K | 529.8K | 1.16M | — | — | 5.3K | 2.09M | 55.74% | ↗ |
| 150 | 2005 | Martin R. Ferron President | 389.4K | 529.8K | 1.16M | — | — | 5.3K | 2.09M | 55.74% | ↗ |
| 151 | 2005 | A. Wade Pursell Senior Vice President and Chief Financial Officer | 221.0K | 197.4K | 400.0K | — | — | 5.3K | 823.6K | 48.56% | ↗ |
| 152 | 2005 | James Lewis Connor, III Senior Vice President and General Counsel | 189.7K | 204.6K | 225.4K | — | — | 5.3K | 625.0K | 36.06% | ↗ |
| 153 | 2005 | Lloyd A. Hajdik Vice President — Corporate Controller and Chief Accounting Officer | 143.7K | 107.0K | 65.1K | — | — | 5.3K | 321.0K | 20.29% | ↗ |
| 154 | 2004 | Owen Kratz Chairman and Chief Executive Officer | 350.0K | 467.6K | — | 33.5K | — | 5.1K | 856.2K | 3.91% | ↗ |
| 155 | 2004 | Martin R. Ferron President | 250.0K | 209.4K | — | 21.9K | — | 5.1K | 486.4K | 4.50% | ↗ |
| 156 | 2004 | A. Wade Pursell Senior Vice President and Chief Financial Officer | 200.0K | 164.2K | — | 13.4K | — | 5.1K | 382.8K | 3.50% | ↗ |
| 157 | 2004 | James Lewis Connor, III Senior Vice President and General Counsel | 171.0K | 128.5K | — | 11.7K | — | 5.1K | 316.3K | 3.70% | ↗ |
| 158 | 2004 | Lloyd A. Hajdik Vice President — Corporate Controller and Chief Accounting Officer | 140.0K | 80.0K | — | — | — | 3.8K | 223.8K | 0.00% | ↗ |
| 159 | 2003 | Owen Kratz Chairman and Chief Executive Officer | 335.4K | 123.8K | — | 39.6K | — | 5.0K | 503.7K | 7.86% | ↗ |
| 160 | 2003 | Martin R. Ferron President | 239.6K | 63.8K | — | 14.1K | — | 5.0K | 322.5K | 4.39% | ↗ |
| 161 | 2003 | James Lewis Connor, III Senior Vice President and General Counsel | 133.8K | 122.6K | — | — | — | 4.6K | 260.9K | 0.00% | ↗ |
| 162 | 2003 | A. Wade Pursell Senior Vice President and Chief Financial Officer | 193.8K | 45.5K | — | 12.3K | — | 4.8K | 256.4K | 4.78% | ↗ |
| 163 | 2003 | Lloyd A. Hajdik Vice President — Corporate Controller and Chief Accounting Officer | 11.7K | — | — | 10.0K | — | — | 21.7K | 46.15% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Owen E. Kratz | President, Chief Executive Officer & Director | 1M | male |
| Erik Staffeldt | Executive Vice President & Chief Financial Officer | 629.8K | male |
| Scott Andrew Sparks | Executive Vice President & Chief Operating Officer | 621.0K | male |
| Kenneth English Neikirk | Executive Vice President, General Counsel & Corporate Secretary | 575.8K | male |
| Kenric McNeal | Director of Human Resources | — | male |
| Leigh Beck | Vice President & Chief Technical Officer | — | — |
| Angie Wickert | Deputy General Counsel, Sustainability & Compliance Officer, & Assistant Secretary | — | — |
| Stephen Wren | Chief Information Officer | — | — |
| Brent Alexander Arriaga | Chief Accounting Officer and Vice President of Finance & Accounting | — | male |
| Dustin Greenwood | Corporate Controller | — | — |
| Fred Vleghert | Managing Director of Helix do Brasil | — | male |
| Transaction Date | Disclosed | Senator | State | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2015-02-13 | 2015-02-26 | Thom Tillis | NC | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
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Community Opinion for HLX
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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