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Hurco Companies, Inc. (HURC)

USD22.84 +0.24 (+1.06%)
US NASDAQ Industrials Industrial - Machinery
Address One Technology Way 46268
Indianapolis, IN, US
CEO Gregory S. Volovic
Website hurco.com
IPO 1980-08-27
CIK 315374 ISIN US4473241044

Explore sections of this company profile

Description

Hurco Companies, Inc. is a global industrial technology firm specializing in the design, manufacture, and distribution of computerized machine tools for the metal cutting sector. Their core product line encompasses versatile computer-numeric-controlled (CNC) machinery, including vertical and horizontal machining centers, turning centers, and precision toolroom machines. Beyond hardware, the company develops computer control systems and associated software tailored for press brake operations. Hurco also supplies essential machine tool components, automation integration solutions for diverse job shops, and a comprehensive suite of software enhancements, control system upgrades, and spare parts for their equipment. To support their clientele, they deliver extensive customer service, technical training, and applications support. Their diverse customer base includes independent job shops, large manufacturing operations requiring specialized short-run production, and manufacturers of precision tools, dies, and molds across key sectors such as aerospace, defense, medical, energy, automotive, electronics, and computing. Hurco's products are marketed worldwide under the Hurco, Milltronics, and Takumi brands, distributed through a network of independent agents, distributors, and their own direct sales and service channels. Established in 1968, the company is headquartered in Indianapolis, Indiana.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD22.84 +0.24 (+1.06%)
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Volume Profile
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Liquidity & share structure
Average Volume
28.3K
Beta
0.76
Float Shares
5.75M
Free Float %
89.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+23.42% +22.14% +26.83% +35.97% +41.53% +36.76% +59.11% -6.55% -40.96% -34.19% +56.52%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

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By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (1 ratings, all time) Buy
Price Targets & DCF
Current price
22.84
DCF (Unlevered) 28.14 +23.2%
DCF (Levered) 13.27 -41.9%

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

Ratings Trend (MoM)
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
2.95
Grey zone
Piotroski F-Score
3 / 9
Average
MOAT Score
1 / 10
No MOAT
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
4 / 5
High
P/E Score
1 / 5
Low
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Industrial - Machinery: +7.4%
    -4.3% Q2'26: -204.9% (vs Q2'25)
  • EPS growth Industrial - Machinery: +15.6%
    +8.6% Q2'26: +41.3% (vs Q2'25)
  • FCF margin FCF growth · Industrial - Machinery: +38.2%
    +6.7% Q2'26: -4.6% (vs Q2'25)
  • EBIT margin Industrial - Machinery: +10.0%
    -6.8% Q2'26: +0.0% (vs Q2'25)
  • ROIC Industrial - Machinery: +6.8%
    -7.5% Q2'26: +0.0% (vs Q2'25)
  • Share dilution Industrial - Machinery: +0.0%
    -0.5% Q2'26: -0.8% (vs Q2'25)
  • Debt / EBITDA Net debt/EBITDA · Industrial - Machinery: -0.65×
    -1.27× Q2'26: -3.36× (vs Q2'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.76) × ERP
WACC = 92% × Ke + 8% × Kd (4.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 28.14 Current price: 22.84
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Oct 1993
actual
Oct 1994
actual
Oct 1996
actual
Oct 1998
actual
Oct 1999
actual
Oct 2006
actual
Oct 2007
actual
Oct 2009
actual
Oct 2014
actual
Oct 2015
actual
Oct 2016
actual
Oct 2017
actual
Oct 2018
actual
Oct 2019
actual
Oct 2020
actual
Oct 2021
actual
Oct 2022
actual
Oct 2023
actual
Oct 2025
actual
Revenue
72.20M
est: 64.69M (+11.6%)
72.60M
est: 78.12M (-7.1%)
99.40M
est: 68.42M (+45.3%)
93.40M
est: 77.57M (+20.4%)
88.20M
est: 124.06M (-28.9%)
148.52M
est: 154.14M (-3.6%)
188.05M
est: 173.52M (+8.4%)
91.02M
est: 300.03M (-69.7%)
222.30M
est: 141.14M (+57.5%)
219.38M
est: 165.53M (+32.5%)
227.29M
est: 187.74M (+21.1%)
243.67M
est: 206.51M (+18.0%)
300.67M
est: 227.16M (+32.4%)
263.38M
est: 249.88M (+5.4%)
170.63M
est: 274.86M (-37.9%)
235.20M
est: 302.35M (-22.2%)
250.81M
est: 332.59M (-24.6%)
227.81M
est: 365.84M (-37.7%)
178.55M
est: 178.55M (+0.0%)
EBITDA
-14.90M
est: -14.53M (-2.5%)
500.0K
est: -3.22M (+115.5%)
9.90M
est: 14.21M (-30.3%)
8.20M
est: 11.61M (-29.3%)
5.20M
est: 5.82M (-10.7%)
24.13M
est: 25.42M (-5.1%)
33.06M
est: 31.56M (+4.8%)
-482.0K
est: -7.42M (+93.5%)
24.93M
est: 9.15M (+172.5%)
26.97M
est: 10.45M (+158.2%)
22.83M
est: 11.29M (+102.2%)
24.42M
est: 12.42M (+96.7%)
36.31M
est: 13.66M (+165.8%)
27.13M
est: 15.02M (+80.6%)
-6.16M
est: 16.53M (-137.3%)
14.34M
est: 18.18M (-21.1%)
15.82M
est: 20.00M (-20.9%)
11.13M
est: 22.00M (-49.4%)
-9.39M
est: 3.20M (-393.6%)
EBIT
-18.50M
est: -15.35M (-20.5%)
-2.50M
est: -2.75M (+9.0%)
7.20M
est: 14.88M (-51.6%)
6.10M
est: 4.54M (+34.3%)
2.80M
est: 3.45M (-18.7%)
22.63M
est: 23.37M (-3.2%)
30.96M
est: 27.95M (+10.8%)
-3.78M
est: -24.94M (+84.9%)
21.63M
est: 7.85M (+175.3%)
23.75M
est: 8.95M (+165.4%)
18.96M
est: 9.63M (+96.8%)
20.81M
est: 10.59M (+96.4%)
32.60M
est: 11.65M (+179.7%)
23.39M
est: 12.82M (+82.4%)
-10.71M
est: 14.10M (-175.9%)
10.15M
est: 15.51M (-34.6%)
11.91M
est: 17.06M (-30.2%)
7.04M
est: 18.77M (-62.5%)
-12.08M
est: 147.8K (-8,275.6%)
Net Income
-21.10M
est: -17.35M (-21.6%)
-5.80M
est: -6.51M (+11.0%)
4.30M
est: 6.97M (-38.3%)
9.30M
est: 8.23M (+13.1%)
1.80M
est: 2.29M (-21.4%)
15.48M
est: 15.99M (-3.2%)
20.89M
est: 18.84M (+10.8%)
-2.32M
est: -13.45M (+82.7%)
15.14M
est: 5.18M (+192.5%)
16.21M
est: 5.89M (+175.5%)
13.29M
est: 6.28M (+111.5%)
15.12M
est: 6.91M (+118.6%)
21.49M
est: 7.60M (+182.6%)
17.50M
est: 8.36M (+109.2%)
-6.25M
est: 9.20M (-167.9%)
6.76M
est: 10.12M (-33.2%)
8.23M
est: 11.13M (-26.1%)
4.39M
est: 12.25M (-64.2%)
-15.12M
est: 14.20M (-206.4%)
SGA
29.50M
est: 24.46M (+20.6%)
18.10M
est: 19.52M (-7.3%)
21.30M
est: 47.94M (-55.6%)
21.80M
est: 17.79M (+22.6%)
21.30M
est: 27.30M (-22.0%)
30.70M
est: 31.79M (-3.4%)
40.12M
est: 36.50M (+9.9%)
30.87M
est: 108.81M (-71.6%)
46.62M
est: 26.47M (+76.1%)
45.29M
est: 31.09M (+45.7%)
50.82M
est: 35.51M (+43.1%)
49.66M
est: 39.07M (+27.1%)
58.01M
est: 42.97M (+35.0%)
54.67M
est: 47.27M (+15.7%)
41.42M
est: 52.00M (-20.3%)
46.00M
est: 57.20M (-19.6%)
51.73M
est: 62.92M (-17.8%)
49.55M
est: 69.21M (-28.4%)
43.25M
est: 39.58M (+9.3%)
EPS
-3.89
est: -0.74 (-425.7%)
-1.07
est: -1.38 (+22.5%)
0.74
est: 0.38 (+97.3%)
1.42
est: 0.63 (+127.2%)
0.30
est: 0.68 (-55.9%)
2.45
est: 2.61 (-6.1%)
3.27
est: 2.75 (+18.9%)
-0.36
est: 1.02 (-135.3%)
2.31
est: 0.54 (+327.8%)
2.46
est: 0.62 (+300.0%)
2.01
est: 0.66 (+206.9%)
2.27
est: 0.72 (+215.3%)
3.21
est: 0.80 (+303.8%)
2.57
est: 0.88 (+193.7%)
-0.94
est: 0.96 (-197.9%)
1.01
est: 1.06 (-4.7%)
1.24
est: 1.17 (+6.0%)
0.67
est: 1.29 (-47.9%)
-2.34
est: 2.20 (-206.4%)
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-06-05 B- 3/5 3/5 1/5 1/5 4/5 1/5 5/5
2026-06-04 B 3/5 4/5 1/5 1/5 4/5 1/5 5/5
2026-06-03 B 3/5 4/5 1/5 1/5 4/5 1/5 5/5
2026-06-02 B 3/5 4/5 1/5 1/5 4/5 1/5 5/5
2026-06-01 B 3/5 4/5 1/5 1/5 4/5 1/5 5/5
2026-05-28 B 3/5 4/5 1/5 1/5 4/5 1/5 5/5
2026-05-27 B 3/5 4/5 1/5 1/5 4/5 1/5 5/5
2026-05-26 B 3/5 4/5 1/5 1/5 4/5 1/5 5/5
2026-05-22 B 3/5 4/5 1/5 1/5 4/5 1/5 5/5
2026-05-21 B- 3/5 4/5 1/5 1/5 3/5 1/5 5/5
2026-05-20 B- 3/5 4/5 1/5 1/5 3/5 1/5 5/5
2026-05-19 B- 3/5 4/5 1/5 1/5 3/5 1/5 5/5
2026-05-18 B- 3/5 4/5 1/5 1/5 3/5 1/5 5/5
2026-05-15 B- 3/5 4/5 1/5 1/5 3/5 1/5 5/5
2026-05-14 B- 3/5 4/5 1/5 1/5 3/5 1/5 5/5
2026-05-13 B- 3/5 4/5 1/5 1/5 3/5 1/5 5/5
2026-05-12 B- 3/5 4/5 1/5 1/5 3/5 1/5 5/5
2026-05-11 B- 3/5 4/5 1/5 1/5 3/5 1/5 5/5
2026-05-08 B- 3/5 4/5 1/5 1/5 3/5 1/5 5/5
2026-05-07 B- 3/5 4/5 1/5 1/5 3/5 1/5 5/5
2026-05-06 B- 3/5 4/5 1/5 1/5 3/5 1/5 5/5
2026-05-05 B- 3/5 4/5 1/5 1/5 3/5 1/5 5/5
2026-05-04 B- 3/5 4/5 1/5 1/5 3/5 1/5 5/5
2026-05-01 B- 3/5 4/5 1/5 1/5 3/5 1/5 5/5
2026-04-30 B- 3/5 4/5 1/5 1/5 3/5 1/5 5/5
2026-04-29 B- 2/5 4/5 1/5 1/5 2/5 1/5 5/5
2026-04-28 B- 2/5 4/5 1/5 1/5 2/5 1/5 5/5
2026-04-27 B- 2/5 4/5 1/5 1/5 2/5 1/5 5/5
2026-04-24 C+ 2/5 3/5 1/5 1/5 2/5 1/5 5/5
2026-04-23 C+ 2/5 3/5 1/5 1/5 2/5 1/5 5/5
2026-04-22 C+ 2/5 3/5 1/5 1/5 2/5 1/5 5/5
2026-04-21 C+ 2/5 3/5 1/5 1/5 2/5 1/5 5/5
2026-04-20 C+ 2/5 3/5 1/5 1/5 2/5 1/5 5/5
2026-04-17 C+ 2/5 3/5 1/5 1/5 2/5 1/5 5/5
2026-04-16 C+ 2/5 3/5 1/5 1/5 2/5 1/5 5/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
5.03M
OE per share TTM
0.78
Owner's Yield
3.69%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
8.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
52
Total invested
64.53M
Insider transactions (90d)
0
Beneficial owners (>5%)
16
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 52-2343049 905.8K 13.72% 905.8K 905.8K IA New York 2022-01-21
2 Polar Asset Management Partners Inc. 831.2K 12.59% 831.2K 831.2K IA Canada 2022-02-09
3 (. 564.5K 8.40% 544.1K 564.5K IA Delaware 2019-02-08
4 30-0447847 532.4K 8.10% 519.6K 532.4K IA 2022-02-08
5 Fidelity Low-Priced Stock Fund 517.3K 7.87% 517.3K IV Massachusetts 2017-02-14
6 Abigail P. Johnson 497.3K 7.53% 497.3K IN 2022-02-09
7 FMR LLC 497.3K 7.53% 18.8K 497.3K HC Delaware 2022-02-09
8 33-0704072 365.6K 5.67% 365.6K 365.6K IA, PN Delaware 2024-11-14
9 73-1677697 365.6K 5.67% 365.6K 365.6K CO, OO Delaware 2024-11-14
10 only). 365.6K 5.67% 365.6K 365.6K IN, OO Delaware 2024-11-14
11 Stowers Institute for Medical Research 340.2K 5.03% 321.1K 340.2K Delaware 2020-02-11
12 27-3889854 326.6K 5.05% 326.6K 326.6K IA Washington, USA 2024-02-02
13 The Vanguard Group - 23-1945930 272.5K 4.13% 1.2K 269.4K 3.0K IA Pennsylvania For 2022-02-10
14 P. Oppenheimer Investment Partnership, LPOppvest, LLCOppenheimer + Close, LLCCarl K. Oppenheimer 240.5K 13.00% 240.5K IN, OO 2024-08-14
15 (1) BlackRock, Inc. 106.5K 1.60% 106.5K 106.5K HC Delaware 2021-07-12
16 Carl K. Oppenheimer 10.00 12.00% IN, OO P. Oppenheimer Investment Partnership, LP – Delaware Oppenheimer + Close, LLC – Delaware Oppvest, LLC – Delaware Carl K. Oppenheimer – U.S. Citizen Page 2. of 8. 2024-11-04

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
52
+0 vs prev Q
New positions
10
Closed positions
10
Increased
31
Reduced
10
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BRANDES INVESTMENT PARTNERS, LP 505.7K +11.5K (+2.3%) 7.81M -786.9K (-9.1%) 7.83% +0.186 pp 0.06% -0.010 pp USD21.79 -29.1% 20 qtrs
2 OPPENHEIMER & CLOSE, LLC 427.5K +34.7K (+8.8%) 6.61M -230.0K (-3.4%) 6.62% +0.544 pp 4.50% -0.116 pp USD21.57 -28.4% 24 qtrs
3 DIMENSIONAL FUND ADVISORS LP 382.8K -14.9K (-3.7%) 5.91M -1.0M (-14.5%) 5.93% -0.224 pp 0.00% 0.000 pp USD29.60 -47.8% 51 qtrs
4 BROOKLANDS FUND MANAGEMENT LTD 305.7K +305.7K (+100.0%) 5.06M +5.1M (+100.0%) 4.77% +4.775 pp 2.38% +2.378 pp USD15.45 +0.0% 1 qtrs NEW
5 VANGUARD GROUP INC 286.5K -3.4K (-1.2%) 4.43M -617.3K (-12.2%) 4.47% -0.010 pp 0.00% +0.000 pp USD39.69 -61.1% 79 qtrs
6 AMERIPRISE FINANCIAL INC 268.0K +3.3K (+1.2%) 4.14M -465.9K (-10.1%) 4.19% +0.090 pp 0.00% 0.000 pp USD28.95 -46.6% 19 qtrs
7 MEROS INVESTMENT MANAGEMENT, LP 217.7K -18.9K (-8.0%) 3.36M -753.8K (-18.3%) 3.40% -0.261 pp 1.33% -0.424 pp USD26.04 -40.7% 17 qtrs
8 PEAPOD LANE CAPITAL LLC 200.1K -25.8K (-11.4%) 3.09M -838.9K (-21.3%) 3.13% -0.369 pp 2.63% -0.885 pp USD19.29 -19.9% 5 qtrs
9 IFP ADVISORS, INC 191.2K -25.2K (-11.6%) 2.95M -811.3K (-21.5%) 2.99% -0.362 pp 0.07% -0.032 pp USD16.13 -4.2% 10 qtrs
10 PACIFIC RIDGE CAPITAL PARTNERS, LLC 165.5K -10.1K (-5.7%) 2.56M -497.8K (-16.3%) 2.59% -0.131 pp 0.56% -0.110 pp USD26.29 -41.2% 49 qtrs
11 BLACKROCK, INC. 159.4K +11.9K (+8.0%) 2.46M -104.6K (-4.1%) 2.49% +0.207 pp 0.00% +0.000 pp USD19.64 -21.3% 6 qtrs
12 INVENOMIC CAPITAL MANAGEMENT LP 124.6K -1.7K (-1.3%) 1.92M -271.8K (-12.4%) 1.95% -0.007 pp 0.09% -0.017 pp USD24.82 -37.8% 19 qtrs
13 RENAISSANCE TECHNOLOGIES LLC 114.8K +27.9K (+32.1%) 1.77M +261.6K (+17.3%) 1.79% +0.449 pp 0.00% +0.001 pp USD22.01 -29.8% 61 qtrs
14 FEDERATED HERMES, INC. 84.1K +5.2K (+6.6%) 1.30M -73.3K (-5.3%) 1.30% +0.082 pp 0.00% 0.000 pp USD36.78 -58.0% 35 qtrs
15 MARSHALL WACE, LLP 75.2K +48.4K (+180.3%) 1.16M +695.4K (+148.8%) 1.18% +0.760 pp 0.00% +0.001 pp USD16.15 -4.3% 2 qtrs
16 GEORGE KAISER FAMILY FOUNDATION 71.0K +26.0K (+57.8%) 1.10M +314.0K (+40.1%) 1.10% +0.404 pp 0.15% +0.037 pp USD16.70 -7.5% 7 qtrs
17 DIAMOND HILL CAPITAL MANAGEMENT INC 70.3K +13.3K (+23.3%) 1.09M +94.2K (+9.5%) 1.09% +0.207 pp 0.01% +0.001 pp USD17.03 -9.3% 2 qtrs
18 GEODE CAPITAL MANAGEMENT, LLC 64.3K -2.6K (-3.9%) 994.1K -170.8K (-14.7%) 1.00% -0.031 pp 0.00% +0.000 pp USD30.50 -49.3% 77 qtrs
19 BRIDGEWAY CAPITAL MANAGEMENT, LLC 48.1K +2.1K (+4.6%) 743.7K -57.2K (-7.1%) 0.75% +0.040 pp 0.02% -0.002 pp USD23.44 -34.1% 20 qtrs
20 CITADEL ADVISORS LLC 34.7K -19.5K (-35.9%) 536.6K -406.5K (-43.1%) 0.54% -0.296 pp 0.00% 0.000 pp USD17.94 -13.9% 3 qtrs
21 ANCORA ADVISORS, LLC 32.4K -36.6K (-53.0%) 499.9K -699.2K (-58.3%) 0.51% -0.561 pp 0.01% -0.014 pp USD18.93 -18.4% 9 qtrs
22 ACADIAN ASSET MANAGEMENT LLC 29.6K +23.8K (+412.4%) 454.0K +354.0K (+354.0%) 0.46% +0.369 pp 0.00% +0.001 pp USD15.83 -2.4% 2 qtrs
23 JACOBS LEVY EQUITY MANAGEMENT, INC 26.8K +26.8K (+100.0%) 413.6K +413.6K (+100.0%) 0.42% +0.418 pp 0.00% +0.002 pp USD15.45 +0.0% 1 qtrs NEW
24 FMR LLC 24.7K +4.3K (+20.8%) 381.4K +25.9K (+7.3%) 0.39% +0.069 pp 0.00% +0.000 pp USD25.19 -38.7% 69 qtrs
25 BANK OF NEW YORK MELLON CORP 24.3K -5.7K (-19.0%) 374.9K -146.0K (-28.0%) 0.38% -0.087 pp 0.00% +0.000 pp USD25.94 -40.4% 66 qtrs
26 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 23.7K +3.5K (+17.5%) 366.1K +15.2K (+4.3%) 0.37% +0.058 pp 0.00% +0.000 pp USD17.11 -9.7% 2 qtrs
27 GSA CAPITAL PARTNERS LLP 23.2K +6.1K (+35.8%) 358.0K +61.0K (+20.5%) 0.36% +0.095 pp 0.03% +0.006 pp USD17.68 -12.6% 3 qtrs
28 STATE STREET CORP 22.6K +— (+0.0%) 349.0K -44.0K (-11.2%) 0.35% +0.003 pp 0.00% +0.000 pp USD29.58 -47.8% 51 qtrs
29 GOLDMAN SACHS GROUP INC 21.9K +4.3K (+24.6%) 338.8K +32.7K (+10.7%) 0.34% +0.070 pp 0.00% +0.000 pp USD17.90 -13.7% 5 qtrs
30 EMPOWERED FUNDS, LLC 20.7K +2.1K (+11.3%) 320.0K -3.7K (-1.1%) 0.32% +0.036 pp 0.00% -0.001 pp USD17.20 -10.2% 2 qtrs
31 BARCLAYS PLC 19.3K +6.2K (+47.0%) 297.9K +21.6K (+7.8%) 0.30% +0.098 pp 0.00% +0.000 pp USD22.19 -30.4% 51 qtrs
32 HILLSDALE INVESTMENT MANAGEMENT INC. 18.5K +— (+0.0%) 285.8K -36.1K (-11.2%) 0.29% +0.000 pp 0.01% -0.002 pp USD17.40 -11.2% 2 qtrs
33 ASSENAGON ASSET MANAGEMENT S.A. 17.4K +17.4K (+100.0%) 268.3K +268.3K (+100.0%) 0.27% +0.271 pp 0.00% +0.000 pp USD15.45 +0.0% 1 qtrs NEW
34 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 16.7K +16.7K (+100.0%) 257.8K +257.8K (+100.0%) 0.26% +0.259 pp 0.00% +0.001 pp USD15.45 +0.0% 1 qtrs NEW
35 HSBC HOLDINGS PLC 16.2K +3.7K (+30.1%) 248.1K +32.6K (+15.1%) 0.25% +0.060 pp 0.00% +0.000 pp USD16.95 -8.8% 2 qtrs
36 MORGAN STANLEY 15.5K +2.4K (+18.1%) 240.2K +11.2K (+4.9%) 0.24% +0.039 pp 0.00% +0.000 pp USD23.05 -33.0% 49 qtrs
37 JANE STREET GROUP, LLC 14.3K +14.3K (+100.0%) 220.5K +220.5K (+100.0%) 0.22% +0.223 pp 0.00% +0.000 pp USD15.45 +0.0% 4 qtrs
38 NORTHERN TRUST CORP 13.8K -1.5K (-9.9%) 213.1K -53.3K (-20.0%) 0.22% -0.021 pp 0.00% +0.000 pp USD29.06 -46.8% 51 qtrs
39 QUADRATURE CAPITAL LTD 11.1K -6.2K (-35.8%) 170.8K -128.5K (-42.9%) 0.17% -0.094 pp 0.00% -0.002 pp USD17.40 -11.2% 2 qtrs
40 PRICE T ROWE ASSOCIATES INC /MD/ 10.6K +10.6K (+100.0%) 164.0K +164.0K (+100.0%) 0.17% +0.166 pp 0.00% +0.000 pp USD15.45 +0.0% 1 qtrs NEW
41 BANK OF AMERICA CORP /DE/ 10.3K +2.5K (+32.0%) 159.1K +23.3K (+17.2%) 0.16% +0.040 pp 0.00% +0.000 pp USD19.98 -22.7% 52 qtrs
42 ROYAL BANK OF CANADA 5.7K +3.9K (+219.3%) 88.0K +57.0K (+183.9%) 0.09% +0.062 pp 0.00% +0.000 pp USD16.41 -5.9% 3 qtrs
43 STATE OF WYOMING 3.5K +564.0 (+19.1%) 54.2K +3.0K (+5.8%) 0.05% +0.009 pp 0.01% +0.000 pp USD18.25 -15.3% 3 qtrs
44 CALDWELL SUTTER CAPITAL, INC. 2.4K -4.8K (-66.7%) 36.7K -87.3K (-70.4%) 0.04% -0.073 pp 0.02% -0.037 pp USD21.16 -27.0% 11 qtrs
45 COMERICA BANK 612.00 -51.0 (-7.7%) 9.5K -2.1K (-18.0%) 0.01% -0.001 pp 0.00% +0.000 pp USD17.69 -12.7% 10 qtrs
46 UBS GROUP AG 416.00 +59.0 (+16.5%) 6.4K +215.0 (+3.5%) 0.01% +0.001 pp 0.00% +0.000 pp USD16.44 -6.0% 12 qtrs
47 RHUMBLINE ADVISERS 290.00 +— (+0.0%) 4.5K -566.0 (-11.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD21.65 -28.6% 11 qtrs
48 TOWER RESEARCH CAPITAL LLC (TRC) 156.00 -621.0 (-79.9%) 2.4K -11.1K (-82.2%) 0.00% -0.010 pp 0.00% 0.000 pp USD17.40 -11.2% 27 qtrs
49 RUSSELL INVESTMENTS GROUP, LTD. 83.00 +— (+0.0%) 1.3K -162.0 (-11.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD17.40 -11.2% 2 qtrs
50 CITIGROUP INC 29.00 +29.0 (+100.0%) 448.00 +448.0 (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD15.45 +0.0% 1 qtrs NEW
51 HUNTINGTON NATIONAL BANK 1.00 +— (+0.0%) 15.00 -2.0 (-11.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD26.00 -40.6% 13 qtrs
52 WELLS FARGO & COMPANY/MN 1.00 +— (+0.0%) 11.00 -2.0 (-15.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD26.00 -40.6% 48 qtrs
53 SCOGGIN MANAGEMENT LP -29.5K (-100.0%) -513.6K (-100.0%) 0.00% -0.457 pp 0.00% -0.080 pp USD 2 qtrs SOLD
54 SUSQUEHANNA INTERNATIONAL GROUP, LLP -11.5K (-100.0%) -200.7K (-100.0%) 0.00% -0.178 pp 0.00% +0.000 pp USD 9 qtrs SOLD
55 SALEM INVESTMENT COUNSELORS INC -100.0 (-100.0%) -1.7K (-100.0%) 0.00% -0.002 pp 0.00% +0.000 pp USD 35 qtrs SOLD
56 TREXQUANT INVESTMENT LP -10.0K (-100.0%) -174.8K (-100.0%) 0.00% -0.155 pp 0.00% -0.002 pp USD 2 qtrs SOLD
57 GAMMA INVESTING LLC -70.0 (-100.0%) -1.2K (-100.0%) 0.00% -0.001 pp 0.00% 0.000 pp USD 3 qtrs SOLD
58 JPMORGAN CHASE & CO -525.0 (-100.0%) -9.1K (-100.0%) 0.00% -0.008 pp 0.00% +0.000 pp USD 2 qtrs SOLD
59 POLAR ASSET MANAGEMENT PARTNERS INC. -281.0K (-100.0%) -4.9M (-100.0%) 0.00% -4.348 pp 0.00% -0.055 pp USD 32 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 29 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Federated Hermes MDT Small Cap Core ETF FSCC 0.10% 166.0K 0.51%
2 Acuitas Small Cap Active ETF AIMS 0.08% 59.4K 0.75%
3 iShares Micro-Cap ETF IWC 0.03% 454.5K 0.60%
4 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.02% 423.3K 0.47%
5 WisdomTree U.S. SmallCap Dividend Fund DES 0.02% 389.2K 0.38%
6 U.S. Micro Cap Portfolio ETF DFMC 0.01% 948.8K 0.43%
7 Fidelity Enhanced Small Cap ETF FESM 0.01% 346.8K 0.28%
8 Dimensional - US Small Cap Value ETF DFSV 0.01% 478.0K 0.30%
9 Dimensional - US Small Cap ETF DFAS 0.00% 499.6K 0.26%
10 Invesco RAFI US 1500 Small-Mid ETF PRFZ 0.00% 56.7K 0.34%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.27
Bearish
Ratio by volume
3.00
Bullish
Buys
4
Sells
15
Shares acquired
66.5K
Shares disposed
15.2K
Cash buys
Cash sales
Net activity
+51,302
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-12 Sivanesan Janaki Director A-Award A Common Stock 5,432 0.00 42,631 D
2026-03-12 Rashleger Benjamin Director A-Award A Common Stock 5,432 0.00 10,410 D
2026-03-12 Porter Richard R. Director A-Award A Common Stock 5,432 0.00 25,296 D
2026-03-12 Keyler Lawrence Director A-Award A Common Stock 5,432 0.00 5,432 D
2026-03-12 GARDNER TIMOTHY J Director A-Award A Common Stock 5,432 0.00 28,216 D
2026-03-12 Dubin Cynthia S Director A-Award A Common Stock 5,432 0.00 25,049 D
2026-03-12 DOAR MICHAEL Director A-Award A Common Stock 5,432 0.00 222,614 D
2026-01-07 Wright Jonathon D. Officer F-InKind D Common Stock 528 16.30 8.6K 15,190 D
2026-01-07 Volovic Gregory S Director / Officer F-InKind D Common Stock 2,725 16.30 44.4K 161,277 D
2026-01-07 McClelland Sonja K Officer F-InKind D Common Stock 1,873 16.30 30.5K 117,525 D
2026-01-07 Jamison HaiQuynh Officer F-InKind D Common Stock 510 16.30 8.3K 15,369 D
2026-01-07 DOAR MICHAEL Director / Officer F-InKind D Common Stock 2,147 16.30 35.0K 217,182 D
2026-01-06 Wright Jonathon D. Officer A-Award A Common Stock 5,718 0.00 15,718 D
2026-01-06 Volovic Gregory S Director / Officer A-Award A Common Stock 34,530 0.00 164,002 D
2026-01-06 McClelland Sonja K Officer A-Award A Common Stock 20,718 0.00 119,398 D
2026-01-06 Jamison HaiQuynh Officer A-Award A Common Stock 5,525 0.00 15,879 D
2026-01-04 Wright Jonathon D. Officer F-InKind D Common Stock 195 16.35 3.2K 10,000 D
2026-01-04 Volovic Gregory S Director / Officer F-InKind D Common Stock 1,630 16.35 26.7K 129,472 D
2026-01-04 McClelland Sonja K Officer F-InKind D Common Stock 978 16.35 16.0K 98,680 D
2026-01-04 Jamison HaiQuynh Officer F-InKind D Common Stock 130 16.35 2.1K 10,354 D
2026-01-04 DOAR MICHAEL Director / Officer F-InKind D Common Stock 1,173 16.35 19.2K 219,329 D
2026-01-03 Wright Jonathon D. Officer F-InKind D Common Stock 106 16.35 1.7K 10,195 D
2026-01-03 Volovic Gregory S Director / Officer F-InKind D Common Stock 1,331 16.35 21.8K 131,102 D
2026-01-03 McClelland Sonja K Officer F-InKind D Common Stock 799 16.35 13.1K 99,658 D
2026-01-03 Jamison HaiQuynh Officer F-InKind D Common Stock 106 16.35 1.7K 10,484 D
2026-01-03 DOAR MICHAEL Director / Officer F-InKind D Common Stock 958 16.35 15.7K 220,502 D
2025-12-11 DOAR MICHAEL Director / Officer G-Gift D Common Stock 5,000 0.00 221,460 D
2025-12-01 Sivanesan Janaki Director P-Purchase A Common Stock 300 16.00 4.8K 300 I
2025-09-03 Sivanesan Janaki Director P-Purchase A Common Stock 550 16.50 9.1K 37,199 D
2025-07-02 DOAR MICHAEL Director / Officer P-Purchase A Common Stock 1,000 20.50 20.5K 226,460 D
2025-06-27 DOAR MICHAEL Director / Officer P-Purchase A Common Stock 2,000 18.50 37.0K 223,460 D
2025-06-24 Sivanesan Janaki Director P-Purchase A Common Stock 700 15.75 11.0K 700 I
2025-06-24 DOAR MICHAEL Director / Officer P-Purchase A Common Stock 2,000 15.99 32.0K 221,460 D
2025-06-23 DOAR MICHAEL Director / Officer P-Purchase A Common Stock 2,000 15.68 31.4K 217,460 D
2025-06-13 Jamison HaiQuynh Officer P-Purchase A Common Stock 211 14.40 3.0K 10,590 D
2025-06-12 Porter Richard R. Director P-Purchase A Common Stock 500 14.71 7.4K 19,864 D
2025-03-28 Polar Asset Management Partners Inc. 10% Owner S-Sale D Common Stock, no par value 3,000 15.51 46.5K 760,582 I
2025-03-27 Polar Asset Management Partners Inc. 10% Owner S-Sale D Common Stock, no par value 3,000 15.51 46.5K 763,582 I
2025-03-26 Polar Asset Management Partners Inc. 10% Owner S-Sale D Common Stock, no par value 3,000 15.50 46.5K 766,582 I
2025-03-25 Polar Asset Management Partners Inc. 10% Owner S-Sale D Common Stock, no par value 3,000 15.56 46.7K 769,582 I
2025-03-24 Polar Asset Management Partners Inc. 10% Owner S-Sale D Common Stock, no par value 3,000 15.78 47.3K 772,582 I
2025-03-13 Sivanesan Janaki Director A-Award A Common Stock 4,978 0.00 36,649 D
2025-03-13 Rashleger Benjamin Director 0 0.00 0
2025-03-13 Porter Richard R. Director A-Award A Common Stock 4,978 0.00 19,364 D
2025-03-13 Longbottom Jay C. Director A-Award A Common Stock 4,978 0.00 25,392 D
2025-03-13 GARDNER TIMOTHY J Director A-Award A Common Stock 4,978 0.00 22,784 D
2025-03-13 Dubin Cynthia S Director A-Award A Common Stock 4,978 0.00 19,617 D
2025-02-18 Polar Asset Management Partners Inc. 10% Owner S-Sale D Common Stock, No par value 3,395 22.62 76.8K 775,582 I
2025-02-14 Polar Asset Management Partners Inc. 10% Owner S-Sale D Common Stock, No par value 3,093 22.60 69.9K 778,977 I
2025-02-13 Polar Asset Management Partners Inc. 10% Owner S-Sale D Common Stock, No par value 4,510 22.63 102.1K 782,070 I
2025-01-07 Wright Jonathon D. Officer F-InKind D Common Stock 298 19.81 5.9K 10,301 D
2025-01-07 Volovic Gregory S Director / Officer A-Award A Common Stock 37,009 0.00 127,331 D
2025-01-07 McClelland Sonja K Officer F-InKind D Common Stock 1,833 19.81 36.3K 100,457 D
2025-01-07 Jamison HaiQuynh Officer F-InKind D Common Stock 295 19.81 5.8K 9,970 D
2025-01-07 DOAR MICHAEL Director / Officer A-Award A Common Stock 28,198 0.00 217,596 D
2025-01-04 Wright Jonathon D. Officer F-InKind D Common Stock 201 19.56 3.9K 5,036 D
2025-01-04 Volovic Gregory S Director / Officer F-InKind D Common Stock 1,396 19.56 27.3K 90,322 D
2025-01-04 McClelland Sonja K Officer F-InKind D Common Stock 979 19.56 19.1K 78,793 D
2025-01-04 Jamison HaiQuynh Officer F-InKind D Common Stock 132 19.56 2.6K 4,861 D
2025-01-04 DOAR MICHAEL Director / Officer F-InKind D Common Stock 834 19.56 16.3K 190,536 D
2025-01-03 Wright Jonathon D. Officer F-InKind D Common Stock 109 19.56 2.1K 5,332 D
2025-01-03 Volovic Gregory S Director / Officer F-InKind D Common Stock 1,333 19.56 26.1K 92,645 D
2025-01-03 McClelland Sonja K Officer F-InKind D Common Stock 799 19.56 15.6K 80,467 D
2025-01-03 Jamison HaiQuynh Officer F-InKind D Common Stock 108 19.56 2.1K 5,087 D
2025-01-03 DOAR MICHAEL Director / Officer F-InKind D Common Stock 959 19.56 18.8K 191,370 D
2024-12-04 DOAR MICHAEL Director / Officer G-Gift D Common Stock 3,000 0.00 192,329 D
2024-10-08 Polar Asset Management Partners Inc. 10% Owner S-Sale D Common Stock, no par value 20,363 21.45 436.8K 786,580 I
2024-10-07 Polar Asset Management Partners Inc. 10% Owner S-Sale D Common Stock, no par value 24,300 22.50 546.8K 806,943 I
2024-07-11 Wright Jonathon D. Officer P-Purchase A Common Stock 320 15.19 4.9K 5,441
2024-07-11 Jamison HaiQuynh Officer P-Purchase A Common Stock 645 15.24 9.8K 5,195
2024-07-09 McClelland Sonja K Officer P-Purchase A Common Stock 1,950 15.32 29.9K 81,266
2024-03-14 Sivanesan Janaki Director A-Award A Common Stock 3,813 0.00 31,671
2024-03-14 Porter Richard R. Director A-Award A Common Stock 3,813 0.00 14,386
2024-03-14 Longbottom Jay C. Director A-Award A Common Stock 3,813 0.00 20,414
2024-03-14 GARDNER TIMOTHY J Director A-Award A Common Stock 3,813 0.00 17,806
2024-03-14 Dubin Cynthia S Director A-Award A Common Stock 3,813 0.00 14,639
2024-03-14 Aaro Thomas A. Director A-Award A Common Stock 3,813 0.00 20,414
2024-01-05 Volovic Gregory S Director / Officer F-InKind D Common Stock 747 22.75 17.0K 93,978
2024-01-05 McClelland Sonja K Officer F-InKind D Common Stock 622 22.75 14.2K 79,316
2024-01-05 DOAR MICHAEL Director / Officer F-InKind D Common Stock 829 22.75 18.9K 195,329
2024-01-04 Wright Jonathon D. Officer F-InKind D Common Stock 80 21.53 1.7K 3,380
2024-01-04 Volovic Gregory S Director / Officer A-Award A Common Stock 22,156 0.00 96,903
2024-01-04 McClelland Sonja K Officer A-Award A Common Stock 15,075 0.00 81,753
2024-01-04 Jamison HaiQuynh Officer F-InKind D Common Stock 79 21.53 1.7K 3,389
2024-01-04 DOAR MICHAEL Director / Officer F-InKind D Common Stock 703 21.53 15.1K 179,638
2024-01-03 Wright Jonathon D. Officer F-InKind D Common Stock 93 21.74 2.0K 3,460
2024-01-03 Volovic Gregory S Director / Officer F-InKind D Common Stock 1,124 21.74 24.4K 75,527
2024-01-03 McClelland Sonja K Officer F-InKind D Common Stock 674 21.74 14.7K 67,263
2024-01-03 Jamison HaiQuynh Officer F-InKind D Common Stock 92 21.74 2.0K 3,468
2024-01-03 DOAR MICHAEL Director / Officer F-InKind D Common Stock 809 21.74 17.6K 180,341
2023-12-05 DOAR MICHAEL Director / Officer G-Gift D Common Stock 2,000 0.00 181,150
2023-11-12 Wright Jonathon D. Officer F-InKind D Common Stock 68 19.58 1.3K 3,553
2023-11-12 Jamison HaiQuynh Officer F-InKind D Common Stock 67 19.58 1.3K 3,560
2023-09-20 DOAR MICHAEL Director / Officer P-Purchase A Common Stock 9,200 21.59 198.6K 183,150
2023-09-18 Wright Jonathon D. Officer P-Purchase A Common Stock 460 21.63 9.9K 3,621
2023-09-18 Porter Richard R. Director S-Sale D Common Stock 2,430 21.60 52.5K 10,573
2023-09-15 Volovic Gregory S Director / Officer P-Purchase A Common Stock 2,357 21.30 50.2K 76,651
2023-09-15 Jamison HaiQuynh Officer P-Purchase A Common Stock 461 21.27 9.8K 3,627
2023-09-13 McClelland Sonja K Officer P-Purchase A Common Stock 1,420 20.95 29.7K 67,937
2023-03-09 Sivanesan Janaki Director A-Award A Common Stock 2,871 0.00 27,858
2023-03-09 Porter Richard R. Director A-Award A Common Stock 2,871 0.00 13,003
2023-03-09 Longbottom Jay C. Director A-Award A Common Stock 2,871 0.00 16,601
2023-03-09 GARDNER TIMOTHY J Director A-Award A Common Stock 2,871 0.00 13,993
2023-03-09 Dubin Cynthia S Director A-Award A Common Stock 2,871 0.00 10,826
2023-03-09 Aaro Thomas A. Director A-Award A Common Stock 2,871 0.00 16,601
2023-01-05 Volovic Gregory S Officer F-InKind D Common Stock 751 26.17 19.7K 74,294
2023-01-05 McClelland Sonja K Officer F-InKind D Common Stock 626 26.17 16.4K 66,517
2023-01-05 DOAR MICHAEL Officer F-InKind D Common Stock 835 26.17 21.9K 173,950
2023-01-04 Wright Jonathon D. Officer F-InKind D Common Stock 81 26.32 2.1K 3,161
2023-01-04 Volovic Gregory S Officer F-InKind D Common Stock 786 26.32 20.7K 75,045
2023-01-04 McClelland Sonja K Officer F-InKind D Common Stock 589 26.32 15.5K 67,143
2023-01-04 Jamison HaiQuynh Officer F-InKind D Common Stock 80 26.32 2.1K 3,166
2023-01-04 DOAR MICHAEL Officer F-InKind D Common Stock 707 26.32 18.6K 174,785
2023-01-03 Wright Jonathon D. Officer A-Award A Common Stock 947 0.00 3,242
2023-01-03 Volovic Gregory S Officer F-InKind D Common Stock 1,326 26.38 35.0K 75,831
2023-01-03 McClelland Sonja K Officer A-Award A Common Stock 10,958 0.00 68,836
2023-01-03 Jamison HaiQuynh Officer A-Award A Common Stock 947 0.00 3,246
2023-01-03 DOAR MICHAEL Officer A-Award A Common Stock 16,232 0.00 177,701
2023-01-02 Volovic Gregory S Officer F-InKind D Common Stock 569 26.13 14.9K 60,689
2023-01-02 McClelland Sonja K Officer F-InKind D Common Stock 474 26.13 12.4K 57,878
2023-01-02 DOAR MICHAEL Officer F-InKind D Common Stock 948 26.13 24.8K 161,469
2022-12-05 McClelland Sonja K Officer M-Exempt D Stock Option (Right to buy) 3,303 0.00 0
2022-12-05 DOAR MICHAEL Officer M-Exempt A Common Stock 8,256 23.30 192.4K 165,417
2022-12-02 DOAR MICHAEL Officer G-Gift D Common Stock 3,000 0.00 162,417
2022-11-13 Wright Jonathon D. Officer F-InKind D Common Stock 53 24.70 1.3K 2,295
2022-11-13 Jamison HaiQuynh Officer F-InKind D Common Stock 53 24.70 1.3K 2,299
2022-11-12 Wright Jonathon D. Officer F-InKind D Common Stock 65 24.70 1.6K 2,348
2022-11-12 Jamison HaiQuynh Officer F-InKind D Common Stock 64 24.70 1.6K 2,352
2022-03-10 Sivanesan Janaki Director A-Award A Common Stock 2,319 0.00 24,987
2022-03-10 Porter Richard R. Director A-Award A Common Stock 2,319 0.00 10,132
2022-03-10 Longbottom Jay C. Director A-Award A Common Stock 2,319 0.00 13,730
2022-03-10 GARDNER TIMOTHY J Director A-Award A Common Stock 2,319 0.00 11,122
2022-03-10 Dubin Cynthia S Director A-Award A Common Stock 2,319 0.00 7,955
2022-03-10 Aaro Thomas A. Director A-Award A Common Stock 2,319 0.00 13,730
2022-01-05 Volovic Gregory S Director / Officer F-InKind D Common Stock 749 30.50 22.8K 61,258
2022-01-05 McClelland Sonja K Officer F-InKind D Common Stock 624 30.50 19.0K 55,049
2022-01-05 DOAR MICHAEL Director / Officer F-InKind D Common Stock 836 30.50 25.5K 157,161
2022-01-04 Wright Jonathon D. Officer A-Award A Common Stock 822 0.00 2,413
2022-01-04 Volovic Gregory S Director / Officer A-Award A Common Stock 8,225 0.00 62,007
2022-01-04 McClelland Sonja K Officer A-Award A Common Stock 6,169 0.00 55,673
2022-01-04 Jamison HaiQuynh Officer A-Award A Common Stock 822 0.00 2,416
2022-01-04 DOAR MICHAEL Director / Officer A-Award A Common Stock 7,404 0.00 157,997
2022-01-02 Volovic Gregory S Director / Officer F-InKind D Common Stock 1,161 29.70 34.5K 53,782
2022-01-02 McClelland Sonja K Officer F-InKind D Common Stock 968 29.70 28.7K 49,504
2022-01-02 DOAR MICHAEL Director / Officer F-InKind D Common Stock 1,943 29.70 57.7K 150,593
2021-12-17 DOAR MICHAEL Director / Officer G-Gift D Common Stock 2,000 0.00 152,536
2021-12-13 McClelland Sonja K Officer M-Exempt D Stock Option (Right to buy) 5,437 21.45 116.6K 0
2021-12-03 Polar Asset Management Partners Inc. 10% Owner I Common Stock, no par value 0 0.00 831,243
2021-10-20 DOAR MICHAEL Director / Officer M-Exempt A Common Stock 16,311 21.45 349.9K 154,536
2021-03-12 Wright Jonathon D. Officer D Common Stock 0 0.00 1,591
2021-03-12 Jamison HaiQuynh Officer D Common Stock 0 0.00 1,594
2021-03-11 Sivanesan Janaki Director A-Award A Common Stock 1,618 0.00 22,668
2021-03-11 Porter Richard R. Director A-Award A Common Stock 1,618 0.00 7,813
2021-03-11 Longbottom Jay C. Director A-Award A Common Stock 1,618 0.00 11,411
2021-03-11 GARDNER TIMOTHY J Director A-Award A Common Stock 1,618 0.00 8,803
2021-03-11 Dubin Cynthia S Director A-Award A Common Stock 1,618 0.00 5,636
2021-03-11 Aaro Thomas A. Director A-Award A Common Stock 1,618 0.00 11,411
2021-02-23 Polar Asset Management Partners Inc. 10% Owner S-Sale D Common Stock, no par value 1,731 32.11 55.6K 659,968
2021-01-05 Volovic Gregory S Director / Officer A-Award A Common Stock 7,867 0.00 54,943
2021-01-05 McClelland Sonja K Officer A-Award A Common Stock 6,556 0.00 45,035
2021-01-05 DOAR MICHAEL Director / Officer A-Award A Common Stock 8,741 0.00 138,225
2021-01-03 Volovic Gregory S Director / Officer F-InKind D Common Stock 423 30.00 12.7K 47,076
2021-01-03 McClelland Sonja K Officer F-InKind D Common Stock 282 30.00 8.5K 38,479
2021-01-03 DOAR MICHAEL Director / Officer F-InKind D Common Stock 708 30.00 21.2K 129,484
2021-01-02 Volovic Gregory S Director / Officer F-InKind D Common Stock 797 30.00 23.9K 47,499
2021-01-02 McClelland Sonja K Officer F-InKind D Common Stock 712 30.00 21.4K 38,761
2021-01-02 DOAR MICHAEL Director / Officer F-InKind D Common Stock 1,164 30.00 34.9K 130,192
2020-11-12 Polar Asset Management Partners Inc. 10% Owner I Common Stock, no par value 0 0.00 661,699
2020-09-18 Porter Richard R. Director S-Sale D Common Stock 1,046 29.50 30.9K 6,195
2020-09-17 Porter Richard R. Director S-Sale D Common Stock 2,187 29.42 64.3K 12,526
2020-05-11 DOAR MICHAEL Director / Officer M-Exempt A Common Stock 3,738 18.13 67.8K 132,349
2020-03-12 Sivanesan Janaki Director A-Award A Common Stock 2,540 0.00 21,050
2020-03-12 Porter Richard R. Director A-Award A Common Stock 2,540 0.00 14,713
2020-03-12 Longbottom Jay C. Director A-Award A Common Stock 2,540 0.00 9,793
2020-03-12 GARDNER TIMOTHY J Director A-Award A Common Stock 2,540 0.00 7,185
2020-03-12 Dubin Cynthia S Director A-Award A Common Stock 2,540 0.00 4,018
2020-03-12 CRUICKSHANK ROBERT W Director A-Award A Common Stock 2,540 0.00 30,716
2020-03-12 Aaro Thomas A. Director A-Award A Common Stock 2,540 0.00 9,793
2020-01-05 Volovic Gregory S Director / Officer F-InKind D Common Stock 421 35.28 14.9K 48,890
2020-01-05 McClelland Sonja K Officer F-InKind D Common Stock 281 35.28 9.9K 39,968
2020-01-05 DOAR MICHAEL Director / Officer F-InKind D Common Stock 702 35.28 24.8K 128,611
2020-01-03 Volovic Gregory S Director / Officer F-InKind D Common Stock 423 35.28 14.9K 49,311
2020-01-03 McClelland Sonja K Officer F-InKind D Common Stock 282 35.28 9.9K 40,249
2020-01-03 DOAR MICHAEL Director / Officer F-InKind D Common Stock 705 35.28 24.9K 129,313
2020-01-02 Volovic Gregory S Director / Officer A-Award A Common Stock 14,647 0.00 52,813
2020-01-02 McClelland Sonja K Officer A-Award A Common Stock 10,756 0.00 42,683
2020-01-02 DOAR MICHAEL Director / Officer A-Award A Common Stock 24,413 0.00 135,149
2019-12-20 DOAR MICHAEL Director / Officer G-Gift D Common Stock 2,000 0.00 110,736
2019-03-14 Sivanesan Janaki Director A-Award A Common Stock 1,478 0.00 18,510
2019-03-14 Porter Richard R. Director A-Award A Common Stock 1,478 0.00 12,173
2019-03-14 Niner Andrew Sheeley Director A-Award A Common Stock 1,478 0.00 11,161
2019-03-14 Longbottom Jay C. Director A-Award A Common Stock 1,478 0.00 7,253
2019-03-14 GARDNER TIMOTHY J Director A-Award A Common Stock 1,478 0.00 4,645
2019-03-14 Dubin Cynthia S Director 0 0.00 0
2019-03-14 CRUICKSHANK ROBERT W Director A-Award A Common Stock 1,478 0.00 28,176
2019-03-14 Aaro Thomas A. Director A-Award A Common Stock 1,478 0.00 7,253
2019-02-25 Volovic Gregory S Officer S-Sale D Common Stock 9,804 43.08 422.4K 38,362
2019-01-05 Volovic Gregory S Officer F-InKind D Common Stock 422 37.81 16.0K 48,166
2019-01-05 McClelland Sonja K Officer F-InKind D Common Stock 281 37.81 10.6K 31,927
2019-01-05 DOAR MICHAEL Director / Officer F-InKind D Common Stock 702 37.81 26.5K 112,736

Executive team

Top executives
EBIT / Employee
-17.6K
Shares Outstanding
6.45M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Gregory S. Volovic President and Chief Executive Officer 675.8K 1.25M 97.8K 2.02M 61.77%
2 2025 Michael Doar Executive Chairman 354.0K 900.0K 50.1K 1.30M 69.01%
3 2025 Sonja K. McClelland Executive Vice President, Treasurer and Chief Financial Officer 427.9K 750.0K 29.7K 1.21M 62.11%
4 2025 Jonathon D. Wright General Counsel and Corporate Secretary 332.6K 207.0K 18.5K 558.1K 37.09%
5 2025 HaiQuynh Jamison Corporate Controller and Principal Accounting Officer 235.7K 200.0K 13.5K 449.2K 44.52%
6 2024 Gregory S. Volovic President and Chief Executive Officer 613.7K 1.25M 95.3K 1.96M 63.81%
7 2024 Michael Doar Executive Chairman 400.4K 900.0K 72.6K 1.37M 65.55%
8 2024 Sonja K. McClelland Executive Vice President, Treasurer and Chief Financial Officer 393.8K 750.0K 28.6K 1.17M 63.97%
9 2024 Jonathon D. Wright General Counsel and Corporate Secretary 286.4K 150.0K 16.0K 452.4K 33.15%
10 2024 HaiQuynh Jamison Corporate Controller and Principal Accounting Officer 220.5K 100.0K 12.1K 332.6K 30.05%
11 2023 Gregory S. Volovic President and Chief Executive Officer 587.4K 88.8K 1.25M 295.9K 96.4K 2.32M 53.91%
12 2023 Michael Doar Executive Chairman 453.8K 57.4K 900.0K 191.4K 86.8K 1.69M 53.27%
13 2023 Sonja K. McClelland Executive Vice President, Treasurer and Chief Financial Officer 399.5K 45.2K 750.0K 150.6K 23.1K 1.37M 54.81%
14 2023 Jonathon D. Wright General Counsel and Corporate Secretary 256.0K 15.7K 100.0K 52.4K 20.9K 445.0K 22.46%
15 2023 HaiQuynh Jamison Corporate Controller and Principal Accounting Officer 208.1K 11.0K 100.0K 36.8K 16.6K 372.4K 26.84%
16 2022 Gregory S. Volovic President and Chief Executive Officer 547.8K 1,000.0K 509.3K 83.0K 2.14M 46.73%
17 2022 Michael Doar Executive Chairman 476.9K 900.0K 356.8K 92.6K 1.83M 49.28%
18 2022 Sonja K. McClelland Executive Vice President, Treasurer and Chief Financial Officer 387.8K 750.0K 261.8K 23.4K 1.42M 52.70%
19 2022 Jonathon D. Wright General Counsel and Corporate Secretary 219.2K 100.0K 96.2K 15.9K 431.2K 23.18%
20 2022 HaiQuynh Jamison Corporate Controller and Principal Accounting Officer 192.8K 100.0K 62.7K 14.0K 369.4K 27.06%
21 2021 Michael Doar Executive Chairman 509.9K 1,000.0K 408.8K 90.6K 2.01M 49.77%
22 2021 Gregory S. Volovic President and Chief Executive Officer 435.6K 900.0K 312.8K 34.8K 1.68M 53.47%
23 2021 Sonja K. McClelland Executive Vice President, Treasurer and Chief Financial Officer 368.5K 750.0K 227.7K 22.5K 1.37M 54.80%
24 2021 Jonathon D. Wright General Counsel and Corporate Secretary 170.9K 40.0K 20.0K 10.5K 241.4K 8.28%
25 2021 HaiQuynh Jamison Corporate Controller and Principal Accounting Officer 160.1K 33.8K 20.0K 9.8K 223.7K 8.93%
26 2021 HaiQuynh Jamison Corporate Controller and 160.1K 33.8K 20.0K 9.8K 223.7K 8.93%
27 2020 Michael Doar Chairman and Chief Executive Officer 509.8K 1.50M 78.5K 2.09M 71.83%
28 2020 Michael Doar Executive Chairman 509.8K 78.5K 2.09M 0.00%
29 2020 Gregory S. Volovic President and Chief Operating Officer 417.1K 900.0K 32.4K 1.35M 66.69%
30 2020 Gregory S. Volovic President and Chief Executive Officer 417.1K 900.0K 32.4K 1.35M 66.69%
31 2020 Sonja K. McClelland Executive Vice President, Secretary, Treasurer and Chief Financial Officer 360.4K 750.0K 20.6K 1.13M 66.31%
32 2020 Sonja K. McClelland Executive Vice President, Treasurer and Chief Financial Officer 360.4K 750.0K 20.6K 1.13M 66.31%
33 2019 Michael Doar Executive Chairman 492.1K 1.50M 614.6K 96.9K 2.70M 55.48%
34 2019 Michael Doar Chairman and Chief Executive Officer 492.1K 1.50M 614.6K 96.9K 2.70M 55.48%
35 2019 Gregory S. Volovic President and Chief Operating Officer 402.1K 900.0K 427.4K 34.9K 1.76M 51.01%
36 2019 Gregory S. Volovic President and Chief Executive Officer 402.1K 900.0K 427.4K 34.9K 1.76M 51.01%
37 2019 Sonja K. McClelland Executive Vice President, Treasurer and Chief Financial Officer 340.4K 749.9K 325.9K 20.4K 1.44M 52.20%
38 2019 Sonja K. McClelland Executive Vice President, Secretary, Treasurer and Chief Financial Officer 340.4K 749.9K 325.9K 20.4K 1.44M 52.20%
39 2018 Michael Doar Chairman and Chief Executive Officer 477.1K 1.25M 808.8K 97.6K 2.63M 47.46%
40 2018 Gregory S. Volovic President 387.1K 750.0K 558.6K 34.3K 1.73M 43.35%
41 2018 Gregory S. Volovic President and Chief Operating Officer 387.1K 750.0K 558.6K 34.3K 1.73M 43.35%
42 2018 Sonja K. McClelland Executive Vice President, Secretary, Treasurer and Chief Financial Officer 295.2K 500.0K 379.1K 21.5K 1.20M 41.81%
43 2017 Michael Doar Chairman and Chief Executive Officer 462.1K 999.9K 528.6K 91.1K 2.08M 48.03%
44 2017 Gregory S. Volovic President and Chief Operating Officer 372.3K 599.9K 362.3K 34.4K 1.37M 43.82%
45 2017 Gregory S. Volovic President 372.3K 599.9K 362.3K 34.4K 1.37M 43.82%
46 2017 Sonja K. McClelland Executive Vice President, Secretary, Treasurer and Chief Financial Officer 272.1K 399.9K 187.6K 21.0K 880.6K 45.42%
47 2017 Sonja K. McClelland Vice President, Secretary, Treasurer and Chief Financial Officer 272.1K 399.9K 187.6K 21.0K 880.6K 45.42%
48 2017 John P. Donlon Former Executive Vice President, International Sales 55.7K 289.6K 345.3K 0.00%
49 2016 Michael Doar Chairman and Chief Executive Officer 447.3K 820.0K 436.1K 91.0K 1.79M 45.70%
50 2016 Gregory S. Volovic President 358.9K 100.0K 520.0K 308.7K 29.7K 1.32M 39.47%
51 2016 Sonja K. McClelland Executive Vice President, Secretary, Treasurer and Chief Financial Officer 258.1K 100.0K 360.0K 148.2K 21.9K 888.2K 40.53%
52 2016 Sonja K. McClelland Vice President, Secretary, Treasurer and Chief Financial Officer 258.1K 100.0K 360.0K 148.2K 21.9K 888.2K 40.53%
53 2016 John P. Donlon Former Executive Vice President, International Sales/Service 230.0K 142.0K 81.5K 31.5K 485.0K 29.28%
54 2016 John P. Donlon Former Executive Vice President, International Sales 230.0K 142.0K 81.5K 31.5K 485.0K 29.28%
55 2015 Michael Doar Chairman and Chief Executive Officer 433.5K 640.0K 536.9K 95.1K 1.71M 37.53%
56 2015 Gregory S. Volovic President 345.2K 400.0K 380.3K 30.7K 1.16M 34.60%
57 2015 Sonja K. McClelland Vice President, Secretary, Treasurer and Chief Financial Officer 235.6K 280.0K 181.1K 19.4K 716.1K 39.11%
58 2015 John P. Donlon Executive Vice President, International Sales 228.7K 120.0K 101.8K 27.7K 478.1K 25.10%
59 2015 John P. Donlon Former Executive Vice President, International Sales/Service 228.7K 120.0K 101.8K 27.7K 478.1K 25.10%
60 2015 John P. Donlon Former Executive Vice President, International Sales 228.7K 120.0K 101.8K 27.7K 478.1K 25.10%
61 2014 Michael Doar Chairman and Chief Executive Officer 420.5K 491.4K 463.2K 80.3K 1.46M 33.76%
62 2014 Gregory S. Volovic President 310.6K 294.9K 314.0K 22.6K 942.1K 31.30%
63 2014 John G. Oblazney Former Vice President, Secretary, Treasurer and Chief Financial Officer 77.8K 186.7K 393.0K 657.5K 28.40%
64 2014 Sonja K. McClelland Vice President, Secretary, Treasurer and Chief Financial Officer 174.0K 70.0K 83.5K 124.0K 14.6K 466.2K 17.92%
65 2014 John P. Donlon Executive Vice President, International Sales 221.7K 93.4K 88.5K 18.3K 421.8K 22.14%
66 2014 John P. Donlon Former Executive Vice President, International Sales/Service 221.7K 93.4K 88.5K 18.3K 421.8K 22.14%
67 2013 Michael Doar Chairman and Chief Executive Officer 408.1K 250.0K 100.0K 100.0K 75.5K 933.6K 21.42%
68 2013 Gregory S. Volovic President 248.1K 200.0K 60.0K 60.0K 18.2K 586.3K 20.47%
69 2013 John G. Oblazney Vice President, Secretary, Treasurer and Chief Financial Officer 208.1K 100.0K 50.0K 50.0K 30.4K 438.5K 22.80%
70 2013 John G. Oblazney Former Vice President, Secretary, Treasurer and Chief Financial Officer 208.1K 100.0K 50.0K 50.0K 30.4K 438.5K 22.80%
71 2013 John P. Donlon Executive Vice President, International Sales 214.8K 100.0K 52.5K 52.5K 15.3K 435.1K 24.13%
72 2013 Sonja K. McClelland Corporate Controller, Assistant Secretary 168.1K 100.0K 40.0K 40.0K 12.1K 360.2K 22.21%
73 2013 Sonja K. McClelland Vice President, Secretary, Treasurer and Chief Financial Officer 168.1K 100.0K 40.0K 40.0K 12.1K 360.2K 22.21%
74 2012 Michael Doar Chairman and Chief Executive Officer 395.7K 515.0K 187.5K 187.5K 73.5K 1.36M 27.59%
75 2012 Michael Doar Chairman, Chief Executive Officer and President 395.7K 515.0K 187.5K 187.5K 73.5K 1.36M 27.59%
76 2012 Gregory S. Volovic President 235.2K 350.0K 95.0K 95.0K 8.8K 784.0K 24.23%
77 2012 Gregory S. Volovic Executive Vice President of Technology and Operations, North America Sales 235.2K 350.0K 95.0K 95.0K 8.8K 784.0K 24.23%
78 2012 John P. Donlon Executive Vice President, International Sales 208.1K 210.0K 90.0K 90.0K 6.4K 604.5K 29.78%
79 2012 John P. Donlon 5Executive Vice President, International Sales 208.1K 210.0K 90.0K 90.0K 6.4K 604.5K 29.78%
80 2012 John G. Oblazney Former Vice President, Secretary, Treasurer and Chief Financial Officer 198.3K 200.0K 85.0K 85.0K 23.8K 592.1K 28.71%
81 2012 John G. Oblazney Vice President, Secretary, Treasurer and Chief Financial Officer 198.3K 200.0K 85.0K 85.0K 23.8K 592.1K 28.71%
82 2012 Sonja K. McClelland Corporate Controller, Assistant Secretary 157.1K 160.0K 62.5K 62.5K 6.7K 448.8K 27.85%
83 2012 Sonja K. McClelland Vice President, Secretary, Treasurer and Chief Financial Officer 157.1K 160.0K 62.5K 62.5K 6.7K 448.8K 27.85%
84 2011 Michael Doar Chairman, Chief Executive Officer and President 375.0K 473.5K 115.5K 65.2K 1.03M 11.22%
85 2011 Michael Doar Chairman and Chief Executive Officer 375.0K 473.5K 115.5K 65.2K 1.03M 11.22%
86 2011 John P. Donlon Executive Vice President, Worldwide Sales and Service 200.0K 200.0K 115.5K 52.6K 568.1K 20.33%
87 2011 John P. Donlon 5Executive Vice President, International Sales 200.0K 200.0K 115.5K 52.6K 568.1K 20.33%
88 2011 John P. Donlon Executive Vice President, International Sales 200.0K 200.0K 115.5K 52.6K 568.1K 20.33%
89 2011 Gregory S. Volovic Executive Vice President of Technology and Operations 213.1K 229.5K 115.5K 5.0K 563.1K 20.51%
90 2011 Gregory S. Volovic President 213.1K 229.5K 115.5K 5.0K 563.1K 20.51%
91 2011 Gregory S. Volovic Executive Vice President of Technology and Operations, North America Sales 213.1K 229.5K 115.5K 5.0K 563.1K 20.51%
92 2011 John G. Oblazney Vice President, Secretary, Treasurer and Chief Financial Officer 189.0K 204.2K 115.5K 19.8K 528.6K 21.85%
93 2011 Sonja K. McClelland Corporate Controller, Assistant Secretary 142.1K 155.0K 115.5K 2.6K 415.3K 27.81%
94 2010 Michael Doar Chairman, Chief Executive Officer and President 352.5K 223.3K 47.8K 623.6K 35.81%
95 2010 Gregory S. Volovic Executive Vice President of Technology and Operations 202.0K 89.3K 2.8K 294.2K 30.37%
96 2010 Gregory S. Volovic Executive Vice President of Technology and Operations, North America Sales 202.0K 89.3K 2.8K 294.2K 30.37%
97 2010 John G. Oblazney Vice President, Secretary, Treasurer and Chief Financial Officer 183.6K 89.3K 18.4K 291.3K 30.67%
98 2010 Sonja K. McClelland Corporate Controller, Assistant Secretary 129.0K 44.7K 859.00 174.5K 25.59%
99 2010 John P. Donlon Executive Vice President, Worldwide Sales and Service 110.8K 110.8K 0.00%
100 2010 John P. Donlon 5Executive Vice President, International Sales 110.8K 110.8K 0.00%
101 2009 James D. Fabris Former President and Chief Operating Officer 311.8K 572.6K 884.4K 0.00%
102 2009 Michael Doar Chairman, Chief Executive Officer and President 349.0K 65.8K 414.8K 0.00%
103 2009 John G. Oblazney Vice President, Secretary, Treasurer and Chief Financial Officer 172.2K 25.4K 197.6K 0.00%
104 2009 Sonja K. McClelland Corporate Controller, Assistant Secretary 121.0K 1.4K 122.4K 0.00%
105 2008 Michael Doar Chairman and Chief Executive Officer 372.2K 670.0K 86.1K 1.13M 0.00%
106 2008 Michael Doar Chairman, Chief Executive Officer and President 372.2K 670.0K 86.1K 1.13M 0.00%
107 2008 James D. Fabris President and Chief Operating Officer 332.6K 600.0K 97.1K 1.03M 0.00%
108 2008 James D. Fabris Former President and Chief Operating Officer 332.6K 600.0K 97.1K 1.03M 0.00%
109 2008 John G. Oblazney Vice President, Secretary, Treasurer and Chief Financial Officer 183.6K 100.0K 32.5K 316.0K 0.00%
110 2008 Sonja K. McClelland Corporate Controller, Assistant Secretary 129.6K 90.0K 8.0K 227.6K 0.00%
111 2007 Michael Doar Chairman, Chief Executive Officer and President 328.3K 670.0K 69.5K 1.07M 0.00%
112 2007 Michael Doar Chairman and Chief Executive Officer 328.3K 670.0K 69.5K 1.07M 0.00%
113 2007 James D. Fabris President and Chief Operating Officer 294.2K 600.0K 60.5K 954.8K 0.00%
114 2007 James D. Fabris Former President and Chief Operating Officer 294.2K 600.0K 60.5K 954.8K 0.00%
115 2007 John G. Oblazney Vice President, Secretary, Treasurer and Chief Financial Officer 165.0K 100.0K 114.2K 28.9K 408.1K 27.99%
116 2007 Sonja K. McClelland Corporate Controller, Assistant Secretary 115.3K 90.0K 5.7K 211.0K 0.00%
117 2006 Michael Doar Chairman and CEO 295.2K 425.0K 784.4K 1.50M 0.00%
118 2006 James D. Fabris President and Chief Operating Officer 266.2K 400.0K 500.0K 1.17M 0.00%
119 2006 David E. Platts Vice President - Technology 140.0K 542.8K 682.8K 0.00%
120 2006 Stephen J. Alesia VP, Secretary, Treasurer and CFO 128.8K 50.0K 102.6K 281.4K 0.00%
121 2006 Sonja K. McClelland Corporate Controller, Assistant Secretary 96.3K 85.0K 17.7K 199.0K 0.00%
122 2006 John G. Oblazney VP, Secretary, Treasurer and CFO 28.6K 80.0K 571.00 109.1K 0.00%
123 2005 Michael Doar Chairman and CEO 271.2K 300.0K 338.4K 909.5K 0.00%
124 2005 James D. Fabris President and Chief Operating Officer 248.1K 275.0K 252.2K 775.3K 0.00%
125 2005 David E. Platts Vice President - Technology 137.9K 25.0K 256.4K 419.3K 0.00%
126 2005 Stephen J. Alesia VP, Secretary, Treasurer and CFO 119.5K 75.0K 60.0K 254.5K 0.00%
127 2005 Sonja K. McClelland Corporate Controller, Assistant Secretary 89.4K 50.0K 13.2K 152.5K 0.00%
128 2004 Roger J. Wolf Sr. VP, Secretary, Treasurer and CFO 196.4K 657.7K 854.1K 0.00%
129 2004 James D. Fabris President and Chief Operating Officer 237.1K 100.0K 129.3K 466.4K 0.00%
130 2004 Michael Doar Chairman and CEO 253.1K 125.0K 79.7K 457.8K 0.00%
131 2004 David E. Platts Vice President - Technology 130.0K 24.0K 118.0K 272.0K 0.00%
132 2004 Stephen J. Alesia Corporate Controller 112.7K 34.2K 110.6K 257.4K 0.00%
133 2004 Stephen J. Alesia VP, Secretary, Treasurer and CFO 112.7K 34.2K 110.6K 257.4K 0.00%
134 2004 Sonja K. McClelland Corporate Controller, Assistant Secretary 81.0K 15.0K 51.9K 147.9K 0.00%
135 2003 Michael Doar Chairman and CEO 245.0K 50.0K 5.8K 300.8K 0.00%
136 2003 James D. Fabris President and Chief Operating Officer 225.0K 55.0K 6.2K 286.2K 0.00%
137 2003 Roger J. Wolf Sr. VP, Secretary, Treasurer and CFO 191.3K 25.0K 5.2K 221.5K 0.00%
138 2003 David E. Platts Vice President - Technology 129.2K 2.0K 2.9K 134.2K 0.00%
139 2003 Stephen J. Alesia VP, Secretary, Treasurer and CFO 107.7K 21.0K 3.2K 131.9K 0.00%
140 2003 Stephen J. Alesia Corporate Controller 107.7K 21.0K 3.2K 131.9K 0.00%
141 2003 Sonja K. McClelland Corporate Controller, Assistant Secretary 77.7K 7.8K 2.3K 87.9K 0.00%
142 2002 Michael Doar Chairman and CEO 207.5K 80.0K 33.6K 321.0K 24.92%
143 2002 Roger J. Wolf Sr. VP, Secretary, Treasurer and CFO 185.0K 35.0K 47.2K 267.2K 13.10%
144 2002 David E. Platts Vice President - Technology 125.0K 10.0K 13.6K 148.6K 6.73%
145 2002 Stephen J. Alesia Corporate Controller 95.0K 10.0K 10.0K 115.0K 8.69%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-01-28 DEF 14A
2025-01-29 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-18 SC 13G
2026-05-14 SC 13G/A
2026-04-21 SC 13G
2026-03-16 8-K
2026-03-16 4
2026-03-16 4
2026-03-16 4
2026-03-16 4
2026-03-16 4
2026-03-16 4

Executive team

NameTitleCompensationGender
Gregory S. Volovic President, Chief Executive Officer & Director 773.6K male
Sonja K. McClelland Executive Vice President, Treasurer & Chief Financial Officer 457.6K female
Jonathon D. Wright General Counsel & Corporate Secretary 351.1K male
Haiquynh Jamison Corporation Controller & Principal Accounting Officer 249.2K female
ESG Rating
B
INDUSTRIAL - MACHINERY
Rank: 43 out of 75
2018
E (Environmental)
66.8 / 62.9
Company / Sector avg.
S (Social)
80.0 / 67.9
Company / Sector avg.
G (Governance)
72.4 / 67.6
Company / Sector avg.
ESG Total
73.1 / 66.1
Company / Sector avg.
ESG Score History INDUSTRIAL - MACHINERY
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-02-06 2025-03-06 Debbie Wasserman Schultz FL25 Dependent Sale (Full) $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits