Hurco Companies, Inc. (HURC)
Indianapolis, IN, US
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.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +23.42% | +22.14% | +26.83% | +35.97% | +41.53% | +36.76% | +59.11% | -6.55% | -40.96% | -34.19% | +56.52% |
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 | 2024-11 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
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)
* 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 |
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%)
|
| 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
Ownership Overview
| # | 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)
| # | 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 |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
No Senate trading activity found for this company.
| 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 | ↗ |
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for HURC
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.

MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
