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Ingles Markets, Incorporated (IMKTA)

USD90.71 -0.04 (-0.04%)
US NASDAQ Consumer Defensive Grocery Stores
Address 2913 U.S. Hwy. 28711
Asheville, NC, US
CEO James W. Lanning
IPO 1987-09-22
CIK 50493 ISIN US4570301048

Explore sections of this company profile

Description

Ingles Markets, Incorporated functions as a major supermarket chain predominantly located throughout the southeastern United States. The company provides a comprehensive selection of food products, ranging from fresh produce, meats, and dairy to frozen goods, general groceries, and other perishable items. Beyond the food aisle, Ingles also offers various non-food essentials, such as health and beauty care products, general merchandise, and its own proprietary private label brands. Many of its locations also feature convenient fuel centers and pharmacies. A unique aspect of Ingles Markets is its ownership and operation of a milk processing and packaging plant. This facility produces organic milk, fruit juices, and bottled water, supplying these items not only to its own stores but also to other retail outlets, food service distributors, and wholesale grocery warehouses. Within its stores, customers can also find prepared home meal replacements, full-service delicatessens, in-store bakeries, floral departments, and greeting card selections. The company further emphasizes a wide array of local organic, beverage, and health-conscious product options. As of September 25, 2021, Ingles Markets managed a network of 198 supermarkets, comprising 189 stores under the Ingles brand and 9 under the Sav-Mor name. These stores are situated across western North Carolina, western South Carolina, northern Georgia, eastern Tennessee, southwestern Virginia, and northeastern Alabama. Additionally, the company operated 111 pharmacies and 107 fuel stations. Ingles Markets, Incorporated was established in 1963 and is headquartered in Asheville, North Carolina.

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
USD90.71 -0.04 (-0.04%)
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Volume Profile
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Liquidity & share structure
Average Volume
145.9K
Beta
0.61
Float Shares
18.87M
Free Float %
99.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.08% -1.50% -8.53% -5.43% +15.20% +23.25% +36.96% +3.62% +35.18% +120.43% +549.92%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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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

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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

Price Targets & DCF
Current price
90.71
DCF (Unlevered) 141.27 +55.7%
DCF (Levered) 109.42 +20.6%

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

Ratings Trend (MoM) 100% Bullish
Rating 2024-11 Change
Strong Buy 0 0
Buy 1 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
-136.34
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Grocery Stores: +6.0%
    -5.4% Q1'26: -1.8% (vs Q1'25)
  • EPS growth Grocery Stores: +8.6%
    -20.9% Q1'26: +60.0% (vs Q1'25)
  • FCF margin FCF growth · Grocery Stores: +22.1%
    +0.7% Q1'26: +5.1% (vs Q1'25)
  • EBIT margin Grocery Stores: +4.2%
    +2.4% Q1'26: +2.6% (vs Q1'25)
  • ROIC Grocery Stores: +9.0%
    +5.5% Q1'26: +5.7% (vs Q1'25)
  • Share dilution Grocery Stores: +0.1%
    +0.0% Q1'26: +0.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Grocery Stores: 0.58×
    2.15× Q1'26: 2.07× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.62) × ERP
WACC = 75% × Ke + 25% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 139.76 Current price: 90.71
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 Sep 2010
actual
Sep 2011
actual
Sep 2012
actual
Sep 2013
actual
Sep 2014
actual
Sep 2015
actual
Sep 2016
actual
Sep 2017
actual
Sep 2018
actual
Sep 2019
actual
Sep 2020
actual
Sep 2021
actual
Sep 2022
actual
Sep 2023
actual
Sep 2024
actual
Sep 2025
actual
Revenue
3.39B
est: 3.94B (-14.0%)
3.57B
est: 4.37B (-18.4%)
3.72B
est: 4.93B (-24.6%)
3.74B
est: 5.58B (-33.0%)
3.84B
est: 6.14B (-37.5%)
3.78B
est: 3.81B (-0.8%)
3.79B
est: 3.79B (+0.1%)
4.00B
est: 3.90B (+2.8%)
4.09B
est: 4.09B (+0.1%)
4.20B
est: 4.21B (-0.1%)
4.61B
est: 4.32B (+6.8%)
4.99B
est: 4.44B (+12.4%)
5.68B
est: 4.56B (+24.6%)
5.89B
est: 14.48B (-59.3%)
5.64B
est: 4.84B (+16.6%)
5.33B
est: 5.33B (+0.0%)
EBITDA
198.60M
est: 203.35M (-2.3%)
208.08M
est: 227.31M (-8.5%)
217.90M
est: 255.37M (-14.7%)
180.27M
est: 287.65M (-37.3%)
224.01M
est: 316.41M (-29.2%)
244.34M
est: 348.05M (-29.8%)
237.55M
est: 382.86M (-38.0%)
242.65M
est: 421.15M (-42.4%)
240.97M
est: 463.26M (-48.0%)
266.53M
est: 509.59M (-47.7%)
391.86M
est: 560.55M (-30.1%)
469.05M
est: 616.60M (-23.9%)
500.58M
est: 678.26M (-26.2%)
416.55M
est: 746.09M (-44.2%)
282.98M
est: 338.90M (-16.5%)
252.54M
est: 373.81M (-32.4%)
EBIT
113.67M
est: 117.62M (-3.4%)
122.68M
est: 133.05M (-7.8%)
127.37M
est: 150.46M (-15.3%)
85.39M
est: 170.69M (-50.0%)
126.35M
est: 187.76M (-32.7%)
141.46M
est: 206.54M (-31.5%)
130.96M
est: 227.19M (-42.4%)
131.72M
est: 249.91M (-47.3%)
127.89M
est: 274.90M (-53.5%)
154.01M
est: 302.39M (-49.1%)
275.57M
est: 332.63M (-17.2%)
351.95M
est: 365.90M (-3.8%)
382.78M
est: 402.48M (-4.9%)
300.57M
est: 442.73M (-32.1%)
161.36M
est: 233.96M (-31.0%)
129.65M
est: 258.05M (-49.8%)
Net Income
30.84M
est: 32.97M (-6.4%)
39.06M
est: 38.06M (+2.6%)
43.44M
est: 43.27M (+0.4%)
20.80M
est: 49.38M (-57.9%)
51.43M
est: 54.32M (-5.3%)
59.35M
est: 59.75M (-0.7%)
54.19M
est: 65.73M (-17.6%)
53.87M
est: 72.30M (-25.5%)
97.36M
est: 79.53M (+22.4%)
81.58M
est: 87.49M (-6.8%)
178.60M
est: 96.23M (+85.6%)
249.73M
est: 105.86M (+135.9%)
272.76M
est: 116.44M (+134.2%)
210.81M
est: 128.09M (+64.6%)
105.54M
est: 119.66M (-11.8%)
83.59M
SGA
655.19M
est: 713.28M (-8.1%)
677.89M
est: 799.36M (-15.2%)
697.60M
est: 905.37M (-22.9%)
706.50M
est: 1.03B (-31.3%)
722.64M
est: 1.13B (-36.1%)
756.31M
est: 1.24B (-39.2%)
794.59M
est: 1.37B (-42.0%)
837.14M
est: 1.51B (-44.4%)
856.07M
est: 1.66B (-48.3%)
873.86M
est: 1.82B (-52.1%)
921.75M
est: 2.00B (-54.0%)
11.10M
est: 2.21B (-99.5%)
10.90M
est: 2.43B (-99.6%)
10.60M
est: 2.67B (-99.6%)
9.70M
est: 8.75M (+10.8%)
7.40M
est: 9.66M (-23.4%)
EPS
1.30
est: 1.83 (-29.0%)
1.60
est: 2.07 (-22.7%)
1.87
est: 2.36 (-20.8%)
0.87
est: 2.69 (-67.7%)
2.27
est: 2.97 (-23.4%)
2.93
est: 2.95 (-0.7%)
2.67
est: 2.85 (-6.3%)
2.66
est: 2.35 (+13.2%)
4.94
est: 2.75 (+79.6%)
4.14
est: 3.90 (+6.2%)
9.06
est: 4.30 (+110.7%)
13.06
est: 4.70 (+177.9%)
14.69
est: 5.10 (+188.0%)
11.35
est: 7.03 (+61.5%)
5.68
est: 6.30 (-9.8%)
4.50
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 B- 3/5 4/5 3/5 4/5 2/5 1/5 1/5
2026-05-06 A- 4/5 3/5 3/5 4/5 2/5 3/5 5/5
2026-05-05 A- 4/5 3/5 3/5 4/5 2/5 3/5 5/5
2026-05-04 A- 4/5 3/5 3/5 4/5 2/5 3/5 5/5
2026-05-01 B+ 3/5 3/5 2/5 4/5 2/5 4/5 4/5
2026-04-30 B+ 3/5 3/5 2/5 4/5 2/5 4/5 4/5
2026-04-29 B+ 3/5 3/5 2/5 4/5 2/5 3/5 4/5
2026-04-28 B+ 3/5 3/5 2/5 4/5 2/5 3/5 4/5
2026-04-27 B+ 3/5 3/5 2/5 4/5 2/5 3/5 4/5
2026-04-24 B+ 3/5 3/5 2/5 4/5 2/5 3/5 4/5
2026-04-23 B+ 3/5 3/5 2/5 4/5 2/5 3/5 4/5
2026-04-22 B+ 3/5 3/5 2/5 4/5 2/5 3/5 4/5
2026-04-21 B+ 3/5 3/5 2/5 4/5 2/5 3/5 4/5
2026-04-20 B+ 3/5 3/5 2/5 4/5 2/5 3/5 4/5
2026-04-17 B+ 3/5 3/5 2/5 4/5 2/5 3/5 4/5
2026-04-16 B+ 3/5 3/5 2/5 4/5 2/5 3/5 4/5
2026-04-15 B+ 3/5 3/5 2/5 4/5 2/5 3/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
115.33M
OE per share TTM
6.06
Owner's Yield
7.08%
Maintenance CapEx ratio
45.11%
Maint CapEx / Avg PPE
27.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
49
Total invested
152.57M
Insider transactions (90d)
0
Beneficial owners (>5%)
15
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Anchor Capital Advisors, Inc. 1.45M 6.35% 1.45M 1.45M IA Massachusetts 2004-02-05
2 43-2076925 1.02M 7.30% 879.2K 1.02M IA Delaware 2017-01-12
3 23-2772200 816.3K 5.71% 511.9K 816.3K IA State of Delaware 2022-02-11
4 52-2343049 815.7K 5.71% 815.7K 815.7K IA New York 2022-01-21
5 84-0205848 800.3K 9.00% 800.3K 800.3K IA State of Delaware 1997-05-09
6 BlackRock for purposes of Schedule 13G filings. 763.1K 5.92% 763.1K 763.1K HC Delaware 2010-01-29
7 (1) BlackRock, Inc. 726.6K 5.20% 699.3K 726.6K HC Delaware 2016-01-28
8 (. 692.2K 5.37% 667.1K 692.2K IA Delaware Limited Partnership 2011-02-11
9 Merrill Lynch & Co., Inc. 350.3K 1.90% 350.3K 350.3K HC, CO Delaware 1996-02-08
10 Merrill Lynch Asset Management, L.P. 350.3K 1.90% 350.3K 350.3K IA, PN Delaware 1996-02-08
11 Merrill Lynch Convertible Holdings, Inc. 350.3K 1.90% 350.3K 350.3K IV, CO Maryland 1996-02-08
12 Merrill Lynch Group, Inc. 350.3K 1.90% 350.3K 350.3K HC, CO Delaware 1996-02-08
13 Princeton Services, Inc. 350.3K 1.90% 350.3K 350.3K HC, CO Delaware 1996-02-08
14 Edward C. Johnson 3d 50.0K 0.39% 50.0K IN United States of America 2012-11-13
15 FMR LLC 50.0K 0.39% 50.0K HC Delaware 2012-11-13

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
49
-158 vs prev Q
New positions
15
Closed positions
170
Increased
24
Reduced
11
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 7.6K +7.6K (+100.0%) 521.80M +521.8M (+100.0%) 0.04% +0.040 pp 0.05% +0.052 pp USD68.55 +0.0% 1 qtrs NEW
2 VANGUARD GROUP INC 1.30M +20.2K (+1.6%) 89.12M +91.2K (+0.1%) 6.84% +0.106 pp 0.00% +0.000 pp USD60.22 +13.8% 84 qtrs
3 BLACKROCK, INC. 1.25M +36.9K (+3.0%) 86.02M +1.3M (+1.5%) 6.61% +0.195 pp 0.00% +0.000 pp USD74.38 -7.8% 6 qtrs
4 BRANDES INVESTMENT PARTNERS, LP 1.21M +46.3K (+4.0%) 82.72M +2.0M (+2.5%) 6.35% +0.244 pp 0.63% -0.018 pp USD68.47 +0.1% 20 qtrs
5 RIVER ROAD ASSET MANAGEMENT, LLC 1.01M +23.0K (+2.3%) 69.05M +581.1K (+0.8%) 5.30% +0.121 pp 0.76% -0.010 pp USD47.43 +44.5% 54 qtrs
6 DIMENSIONAL FUND ADVISORS LP 913.4K -17.0K (-1.8%) 62.61M -2.1M (-3.3%) 4.81% -0.090 pp 0.01% -0.001 pp USD34.56 +98.4% 51 qtrs
7 GAMCO INVESTORS, INC. ET AL 575.1K -260.0 (0.0%) 39.42M -599.0K (-1.5%) 3.03% -0.001 pp 0.38% -0.010 pp USD22.22 +208.5% 64 qtrs
8 AMERICAN CENTURY COMPANIES INC 573.2K +11.9K (+2.1%) 39.29M +246.2K (+0.6%) 3.02% +0.063 pp 0.02% 0.000 pp USD73.62 -6.9% 24 qtrs
9 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 481.8K -13.0K (-2.6%) 33.03M -1.4M (-4.0%) 2.54% -0.068 pp 0.01% 0.000 pp USD55.57 +23.4% 99 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 411.0K -14.9K (-3.5%) 28.18M -1.4M (-4.9%) 2.16% -0.078 pp 0.00% 0.000 pp USD54.19 +26.5% 78 qtrs
11 STATE STREET CORP 400.8K +32.8K (+8.9%) 27.47M +1.9M (+7.3%) 2.11% +0.173 pp 0.00% +0.000 pp USD53.47 +28.2% 51 qtrs
12 BRAGG FINANCIAL ADVISORS, INC 372.2K +68.9K (+22.7%) 25.51M +4.4M (+20.9%) 1.96% +0.363 pp 0.83% +0.133 pp USD66.74 +2.7% 3 qtrs
13 GABELLI FUNDS LLC 368.5K -600.0 (-0.2%) 25.26M -413.9K (-1.6%) 1.94% -0.003 pp 0.17% -0.003 pp USD15.50 +342.3% 64 qtrs
14 ROYCE & ASSOCIATES LP 299.0K -59.2K (-16.5%) 20.50M -4.4M (-17.7%) 1.57% -0.312 pp 0.21% -0.041 pp USD62.05 +10.5% 20 qtrs
15 SYSTEMATIC FINANCIAL MANAGEMENT LP 216.2K -3.8K (-1.7%) 14.82M -484.4K (-3.2%) 1.14% -0.020 pp 0.35% -0.023 pp USD71.27 -3.8% 8 qtrs
16 ALLIANZ ASSET MANAGEMENT GMBH 209.0K +20.0K (+10.6%) 14.32M +1.2M (+9.0%) 1.10% +0.105 pp 0.01% 0.000 pp USD71.28 -3.8% 50 qtrs
17 GATE CITY CAPITAL MANAGEMENT, LLC 207.6K +11.5K (+5.9%) 14.23M +591.4K (+4.3%) 1.09% +0.061 pp 6.16% -0.685 pp USD68.22 +0.5% 3 qtrs
18 JANUS HENDERSON GROUP PLC 190.1K -25.0K (-11.6%) 13.03M -1.9M (-12.9%) 1.00% -0.132 pp 0.01% -0.001 pp USD65.70 +4.3% 17 qtrs
19 MORGAN STANLEY 182.1K -42.6K (-19.0%) 12.49M -3.1M (-20.1%) 0.96% -0.224 pp 0.00% 0.000 pp USD73.66 -6.9% 51 qtrs
20 GOLDMAN SACHS GROUP INC 181.2K +41.7K (+29.9%) 12.42M +2.7M (+28.0%) 0.95% +0.220 pp 0.00% +0.000 pp USD64.51 +6.3% 58 qtrs
21 TWO SIGMA INVESTMENTS, LP 149.3K +3.8K (+2.6%) 10.24M +116.0K (+1.1%) 0.79% +0.020 pp 0.01% -0.001 pp USD68.58 0.0% 10 qtrs
22 WALLACE CAPITAL MANAGEMENT INC. 145.6K +1.1K (+0.8%) 9.98M -68.6K (-0.7%) 0.77% +0.006 pp 1.20% -0.047 pp USD69.55 -1.4% 2 qtrs
23 BRIDGEWAY CAPITAL MANAGEMENT, LLC 136.8K -10.8K (-7.3%) 9.38M -889.4K (-8.7%) 0.72% -0.057 pp 0.20% -0.023 pp USD55.80 +22.8% 58 qtrs
24 NORTHERN TRUST CORP 125.6K -10.0K (-7.4%) 8.61M -824.9K (-8.7%) 0.66% -0.053 pp 0.00% 0.000 pp USD36.30 +88.8% 51 qtrs
25 LSV ASSET MANAGEMENT 112.4K -1.0K (-0.9%) 7.70M -183.0K (-2.3%) 0.59% -0.005 pp 0.02% -0.001 pp USD36.21 +89.3% 59 qtrs
26 D. E. SHAW & CO., INC. 109.2K -32.5K (-22.9%) 7.48M -2.4M (-24.1%) 0.57% -0.171 pp 0.00% -0.002 pp USD67.08 +2.2% 41 qtrs
27 DENALI ADVISORS LLC 97.1K -5.7K (-5.6%) 6.66M -495.8K (-6.9%) 0.51% -0.030 pp 0.74% -0.069 pp USD58.37 +17.4% 35 qtrs
28 BANK OF NEW YORK MELLON CORP 96.7K +7.7K (+8.6%) 6.63M +437.6K (+7.1%) 0.51% +0.041 pp 0.00% +0.000 pp USD46.24 +48.2% 66 qtrs
29 TEACHER RETIREMENT SYSTEM OF TEXAS 92.4K +14.0K (+17.8%) 6.34M +878.5K (+16.1%) 0.49% +0.074 pp 0.02% +0.000 pp USD70.96 -3.4% 23 qtrs
30 TWO SIGMA ADVISERS, LP 76.2K +— (+0.0%) 5.22M -77.0K (-1.5%) 0.40% +0.000 pp 0.01% -0.001 pp USD72.15 -5.0% 10 qtrs
31 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 67.5K -8.3K (-10.9%) 4.70M -637.8K (-11.9%) 0.36% -0.043 pp 0.01% -0.001 pp USD64.37 +6.5% 17 qtrs
32 UBS GROUP AG 67.1K -35.2K (-34.4%) 4.60M -2.5M (-35.4%) 0.35% -0.185 pp 0.00% 0.000 pp USD68.09 +0.7% 45 qtrs
33 EMPOWERED FUNDS, LLC 62.4K +— (+0.0%) 4.28M -63.1K (-1.5%) 0.33% +0.000 pp 0.03% -0.010 pp USD79.17 -13.4% 11 qtrs
34 WELLS FARGO & COMPANY/MN 61.4K -7.5K (-10.9%) 4.21M -586.2K (-12.2%) 0.32% -0.040 pp 0.00% 0.000 pp USD71.67 -4.4% 57 qtrs
35 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 59.2K -2.1K (-3.4%) 4.06M -205.9K (-4.8%) 0.31% -0.011 pp 0.03% -0.002 pp USD63.38 +8.2% 3 qtrs
36 INVESCO LTD. 57.5K -15.5K (-21.3%) 3.94M -1.1M (-22.4%) 0.30% -0.082 pp 0.00% 0.000 pp USD72.05 -4.9% 57 qtrs
37 FCA CORP /TX 57.1K -2.7K (-4.6%) 3.91M -247.8K (-6.0%) 0.30% -0.014 pp 1.11% -0.051 pp USD27.72 +147.3% 57 qtrs
38 BNP PARIBAS ARBITRAGE, SNC 57.0K +17.8K (+45.6%) 3.91M +1.2M (+43.5%) 0.30% +0.094 pp 0.00% +0.000 pp USD68.15 +0.6% 46 qtrs
39 RAYMOND JAMES FINANCIAL INC 52.0K -3.0K (-5.4%) 3.57M -260.5K (-6.8%) 0.27% -0.016 pp 0.00% 0.000 pp USD64.50 +6.3% 5 qtrs
40 DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN 47.8K -7.0K (-12.8%) 3.27M -536.7K (-14.1%) 0.25% -0.037 pp 0.00% -0.001 pp USD78.11 -12.2% 17 qtrs
41 VESTCOR INC 43.9K +— (+0.0%) 3.01M -44.0K (-1.4%) 0.23% +0.000 pp 0.09% -0.005 pp USD64.69 +6.0% 22 qtrs
42 BANK OF AMERICA CORP /DE/ 43.1K -18.0K (-29.5%) 2.95M -1.3M (-30.5%) 0.23% -0.095 pp 0.00% 0.000 pp USD73.40 -6.6% 52 qtrs
43 COMERICA BANK 37.4K +22.9K (+157.5%) 2.56M +1.6M (+153.7%) 0.20% +0.121 pp 0.01% +0.006 pp USD68.36 +0.3% 10 qtrs
44 CREATIVE PLANNING 36.9K +7.7K (+26.6%) 2.53M +501.2K (+24.7%) 0.19% +0.041 pp 0.00% +0.000 pp USD69.17 -0.9% 13 qtrs
45 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 36.5K +— (+0.0%) 2.50M -36.9K (-1.5%) 0.19% +0.000 pp 0.00% 0.000 pp USD64.56 +6.2% 5 qtrs
46 AQR CAPITAL MANAGEMENT LLC 36.1K -231.0 (-0.6%) 2.48M -52.5K (-2.1%) 0.19% -0.001 pp 0.00% 0.000 pp USD56.67 +21.0% 45 qtrs
47 DEKABANK DEUTSCHE GIROZENTRALE 31.0K +— (+0.0%) 2.45M +301.0K (+14.0%) 0.16% +0.000 pp 0.00% +0.001 pp USD86.00 -20.3% 18 qtrs
48 POLARIS CAPITAL MANAGEMENT, LLC 32.3K +— (+0.0%) 2.21M -32.6K (-1.5%) 0.17% +0.000 pp 0.18% +0.036 pp USD69.48 -1.3% 6 qtrs
49 BALLAST ASSET MANAGEMENT, LP 31.2K -1.1K (-3.4%) 2.14M -107.0K (-4.8%) 0.16% -0.006 pp 1.01% -0.015 pp USD64.53 +6.2% 5 qtrs
50 NEW YORK STATE COMMON RETIREMENT FUND 30.6K -3.4K (-10.0%) 2.10M -267.4K (-11.3%) 0.16% -0.018 pp 0.00% 0.000 pp USD49.47 +38.6% 44 qtrs
51 JANE STREET GROUP, LLC 30.2K +18.7K (+162.6%) 2.07M +1.3M (+158.8%) 0.16% +0.098 pp 0.00% +0.000 pp USD67.57 +1.5% 11 qtrs
52 NUVEEN, LLC 29.1K +— (+0.0%) 1.99M -29.4K (-1.5%) 0.15% +0.000 pp 0.00% +0.000 pp USD65.13 +5.3% 4 qtrs
53 SWISS NATIONAL BANK 28.7K +1.9K (+7.1%) 1.97M +103.2K (+5.5%) 0.15% +0.010 pp 0.00% +0.000 pp USD45.48 +50.7% 51 qtrs
54 BARCLAYS PLC 28.6K +4.9K (+20.6%) 1.96M +190.8K (+10.8%) 0.15% +0.026 pp 0.00% +0.000 pp USD69.86 -1.9% 51 qtrs
55 FACTORIAL PARTNERS, LLC 28.3K -200.0 (-0.7%) 1.94M -42.5K (-2.1%) 0.15% -0.001 pp 1.28% -0.083 pp USD72.53 -5.5% 6 qtrs
56 JPMORGAN CHASE & CO 28.2K +629.0 (+2.3%) 1.93M +15.3K (+0.8%) 0.15% +0.003 pp 0.00% +0.000 pp USD75.58 -9.3% 44 qtrs
57 VOLORIDGE INVESTMENT MANAGEMENT, LLC 26.0K -18.3K (-41.3%) 1.78M -1.3M (-42.2%) 0.14% -0.097 pp 0.01% -0.004 pp USD73.29 -6.5% 14 qtrs
58 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 25.9K -17.3K (-40.1%) 1.77M -1.2M (-41.0%) 0.14% -0.091 pp 0.00% -0.005 pp USD70.21 -2.4% 12 qtrs
59 VELA INVESTMENT MANAGEMENT, LLC 24.8K -232.0 (-0.9%) 1.70M -41.2K (-2.4%) 0.13% -0.001 pp 0.40% -0.025 pp USD65.98 +3.9% 3 qtrs
60 RENAISSANCE TECHNOLOGIES LLC 23.4K -19.5K (-45.4%) 1.60M -1.4M (-46.2%) 0.12% -0.103 pp 0.00% -0.001 pp USD58.90 +16.4% 27 qtrs
61 BAKER ELLIS ASSET MANAGEMENT LLC 23.3K +1.1K (+4.8%) 1.60M +50.5K (+3.3%) 0.12% +0.006 pp 0.19% +0.002 pp USD40.99 +67.2% 53 qtrs
62 UBS ASSET MANAGEMENT AMERICAS INC 22.0K +3.3K (+17.9%) 1.51M +210.3K (+16.2%) 0.12% +0.018 pp 0.00% +0.000 pp USD62.18 +10.2% 27 qtrs
63 MARTINGALE ASSET MANAGEMENT L P 21.1K -4.0K (-15.9%) 1.44M -298.7K (-17.1%) 0.11% -0.021 pp 0.04% -0.007 pp USD57.69 +18.8% 26 qtrs
64 MILLENNIUM MANAGEMENT LLC 20.6K -5.6K (-21.4%) 1.41M -409.0K (-22.5%) 0.11% -0.029 pp 0.00% 0.000 pp USD71.81 -4.5% 30 qtrs
65 RHUMBLINE ADVISERS 19.8K -3.8K (-16.0%) 1.36M -282.6K (-17.3%) 0.10% -0.020 pp 0.00% 0.000 pp USD51.88 +32.1% 55 qtrs
66 GREAT LAKES ADVISORS, LLC 15.8K +15.8K (+100.0%) 1.08M +1.1M (+100.0%) 0.08% +0.083 pp 0.01% +0.009 pp USD68.55 +0.0% 1 qtrs NEW
67 SUSQUEHANNA INTERNATIONAL GROUP, LLP 15.8K +10.7K (+209.8%) 1.08M +728.3K (+205.3%) 0.08% +0.056 pp 0.00% +0.000 pp USD69.96 -2.0% 45 qtrs
68 ALLIANCEBERNSTEIN L.P. 15.2K +— (+0.0%) 1.04M -15.3K (-1.5%) 0.08% +0.000 pp 0.00% +0.000 pp USD59.08 +16.0% 61 qtrs
69 SEI INVESTMENTS CO 15.1K +11.2K (+290.2%) 1.03M +763.3K (+284.4%) 0.08% +0.059 pp 0.00% +0.001 pp USD73.01 -6.1% 24 qtrs
70 QUANTINNO CAPITAL MANAGEMENT LP 14.8K +5.4K (+58.1%) 1.01M +363.4K (+55.8%) 0.08% +0.029 pp 0.00% +0.000 pp USD67.22 +2.0% 4 qtrs
71 LINDEN THOMAS ADVISORY SERVICES, LLC 14.3K +414.0 (+3.0%) 979.1K +14.4K (+1.5%) 0.08% +0.002 pp 0.10% +0.002 pp USD72.03 -4.8% 9 qtrs
72 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 13.9K +13.9K (+100.0%) 953.0K +953.0K (+100.0%) 0.07% +0.073 pp 0.01% +0.015 pp USD68.55 +0.0% 1 qtrs NEW
73 THOMPSON SIEGEL & WALMSLEY LLC 13.8K +— (+0.0%) 946.0K -14.0K (-1.5%) 0.07% +0.000 pp 0.02% +0.000 pp USD65.63 +4.4% 5 qtrs
74 LEGAL & GENERAL GROUP PLC 13.7K -2.4K (-15.1%) 936.8K -182.8K (-16.3%) 0.07% -0.013 pp 0.00% +0.000 pp USD72.63 -5.6% 46 qtrs
75 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 13.6K +733.0 (+5.7%) 930.2K +37.3K (+4.2%) 0.07% +0.004 pp 0.00% +0.000 pp USD34.88 +96.5% 52 qtrs
76 LPL FINANCIAL LLC 13.6K +1.2K (+9.8%) 929.8K +70.2K (+8.2%) 0.07% +0.006 pp 0.00% +0.000 pp USD69.06 -0.7% 8 qtrs
77 RUSSELL INVESTMENTS GROUP, LTD. 13.3K +617.0 (+4.9%) 912.2K +29.5K (+3.3%) 0.07% +0.003 pp 0.00% +0.000 pp USD70.48 -2.7% 37 qtrs
78 CITADEL ADVISORS LLC 13.2K +13.2K (+100.0%) 905.6K +905.6K (+100.0%) 0.07% +0.070 pp 0.00% +0.000 pp USD68.55 +0.0% 35 qtrs
79 PRICE T ROWE ASSOCIATES INC /MD/ 12.5K +589.0 (+4.9%) 857.0K +28.0K (+3.4%) 0.07% +0.003 pp 0.00% +0.000 pp USD61.18 +12.0% 21 qtrs
80 AMG NATIONAL TRUST BANK 12.5K +— (+0.0%) 856.9K -12.6K (-1.5%) 0.07% +0.000 pp 0.02% -0.001 pp USD66.03 +3.8% 23 qtrs
81 DGS CAPITAL MANAGEMENT, LLC 11.6K +525.0 (+4.7%) 796.2K +24.8K (+3.2%) 0.06% +0.003 pp 0.14% -0.004 pp USD81.79 -16.2% 17 qtrs
82 DEUTSCHE BANK AG\ 11.6K +796.0 (+7.4%) 795.5K +43.6K (+5.8%) 0.06% +0.004 pp 0.00% +0.000 pp USD70.43 -2.7% 50 qtrs
83 ARISTEIA CAPITAL LLC 11.6K +7.9K (+214.8%) 794.2K +538.2K (+210.2%) 0.06% +0.042 pp 0.02% +0.011 pp USD66.91 +2.5% 3 qtrs
84 ENVESTNET ASSET MANAGEMENT INC 11.0K +1.4K (+14.6%) 753.6K +86.4K (+12.9%) 0.06% +0.007 pp 0.00% +0.000 pp USD73.19 -6.3% 12 qtrs
85 JAMES INVESTMENT RESEARCH INC 11.0K +— (+0.0%) 751.2K -11.1K (-1.5%) 0.06% +0.000 pp 0.08% -0.001 pp USD46.04 +48.9% 28 qtrs
86 NATIXIS 10.5K +10.5K (+100.0%) 720.3K +720.3K (+100.0%) 0.06% +0.055 pp 0.00% +0.003 pp USD68.55 +0.0% 1 qtrs NEW
87 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 10.5K +10.5K (+100.0%) 720.0K +720.0K (+100.0%) 0.06% +0.055 pp 0.00% +0.002 pp USD68.55 +0.0% 1 qtrs NEW
88 IQ EQ FUND MANAGEMENT (IRELAND) LTD 10.1K +4.2K (+71.2%) 692.4K +282.0K (+68.7%) 0.05% +0.022 pp 0.05% +0.020 pp USD76.53 -10.4% 15 qtrs
89 ATRIA INVESTMENTS, INC 9.4K +562.0 (+6.3%) 647.5K +29.6K (+4.8%) 0.05% +0.003 pp 0.01% +0.000 pp USD67.47 +1.6% 7 qtrs
90 KLP KAPITALFORVALTNING AS 9.2K +400.0 (+4.5%) 630.7K +18.5K (+3.0%) 0.05% +0.002 pp 0.00% +0.000 pp USD64.62 +6.1% 5 qtrs
91 METLIFE INVESTMENT MANAGEMENT, LLC 8.7K +— (+0.0%) 598.8K -8.8K (-1.5%) 0.05% +0.000 pp 0.00% +0.000 pp USD57.22 +19.8% 33 qtrs
92 PEAK6 LLC 8.3K +8.3K (+100.0%) 569.0K +569.0K (+100.0%) 0.04% +0.044 pp 0.00% +0.001 pp USD68.55 +0.0% 1 qtrs NEW
93 CALDWELL SUTTER CAPITAL, INC. 8.2K -265.0 (-3.1%) 563.5K -26.7K (-4.5%) 0.04% -0.001 pp 0.24% -0.013 pp USD68.56 0.0% 7 qtrs
94 QUANTBOT TECHNOLOGIES LP 7.9K +7.9K (+100.0%) 539.5K +539.5K (+100.0%) 0.04% +0.041 pp 0.02% +0.018 pp USD68.55 +0.0% 1 qtrs NEW
95 ANCHOR INVESTMENT MANAGEMENT, LLC 7.9K +50.0 (+0.6%) 538.1K -4.5K (-0.8%) 0.04% +0.000 pp 0.04% -0.001 pp USD66.57 +3.0% 5 qtrs
96 SANCTUARY ADVISORS, LLC 7.5K -8.0K (-51.5%) 517.1K -564.0K (-52.2%) 0.04% -0.042 pp 0.00% -0.003 pp USD68.18 +0.5% 7 qtrs
97 BALYASNY ASSET MANAGEMENT L.P. 7.2K +4.1K (+133.8%) 494.7K +280.0K (+130.4%) 0.04% +0.022 pp 0.00% +0.000 pp USD68.98 -0.6% 20 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
4
Shares acquired
Shares disposed
20.7K
Cash buys
Cash sales
4.00
Net activity
-20,700
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
2025-11-21 Collins Larry Keith Director Class A Common Stock 0 0.00 899 D
2024-06-27 Ingle Sharp Laura Director S-Sale D Class A Common Stock 5,901 68.02 401.4K 0
2024-06-24 Ingle Sharp Laura Director S-Sale D Class A Common Stock 4,799 70.38 337.7K 5,901
2024-06-11 Ingle Sharp Laura Director S-Sale D Class A Common Stock 4,000 70.38 281.5K 10,700
2024-06-10 Ingle Sharp Laura Director S-Sale D Class A Common Stock 6,000 70.25 421.5K 14,700
2024-03-28 Ingle Sharp Laura Director S-Sale D Class A Common Stock 4,000 76.25 305.0K 20,700
2024-03-25 Ingle Sharp Laura Director S-Sale D Class A Common Stock 2,000 76.00 152.0K 24,700
2024-03-21 Ingle Sharp Laura Director S-Sale D Class A Common Stock 2,000 76.00 152.0K 26,700
2024-03-20 Ingle Sharp Laura Director S-Sale D Class A Common Stock 2,000 75.00 150.0K 28,700
2024-03-04 Ingle Sharp Laura Director S-Sale D Class A Common Stock 4,000 77.47 309.9K 30,700
2024-02-29 Ingle Sharp Laura Director S-Sale D Class A Common Stock 3,000 77.16 231.5K 34,700
2024-02-27 Ingle Sharp Laura Director S-Sale D Class A Common Stock 5,000 77.00 385.0K 37,700
2023-09-29 Ingle Sharp Laura Director S-Sale D Class A Common Stock 2,000 75.05 150.1K 42,700
2023-09-28 Ingle Sharp Laura Director S-Sale D Class A Common Stock 2,000 75.50 151.0K 44,700
2023-09-27 Ingle Sharp Laura Director S-Sale D Class A Common Stock 2,298 75.50 173.5K 46,700
2023-09-26 Ingle Sharp Laura Director S-Sale D Class A Common Stock 702 75.13 52.7K 48,998
2023-09-25 Ingle Sharp Laura Director S-Sale D Class A Common Stock 3,683 76.14 280.4K 49,700
2023-09-22 Ingle Sharp Laura Director S-Sale D Class A Common Stock 317 75.50 23.9K 53,383
2023-09-21 Ingle Sharp Laura Director S-Sale D Class A Common Stock 2,000 75.26 150.5K 53,700
2023-09-20 Ingle Sharp Laura Director S-Sale D Class A Common Stock 2,000 75.50 151.0K 55,700
2023-09-15 Ingle Sharp Laura Director S-Sale D Class A Common Stock 2,000 77.50 155.0K 57,700
2023-09-14 Ingle Sharp Laura Director S-Sale D Class A Common Stock 4,000 76.55 306.2K 59,700
2023-09-12 Ingle Sharp Laura Director S-Sale D Class A Common Stock 4,000 75.75 303.0K 63,700
2023-09-11 Ingle Sharp Laura Director S-Sale D Class A Common Stock 8,000 75.01 600.0K 67,700
2023-09-08 Ingle Sharp Laura Director S-Sale D Class A Common Stock 2,000 75.00 150.0K 75,700
2023-08-11 Ingle Sharp Laura Director S-Sale D Class A Common Stock 1,000 83.00 83.0K 77,700
2023-08-10 Ingle Sharp Laura Director S-Sale D Class A Common Stock 1,000 82.71 82.7K 1,000
2023-06-27 Ingle Sharp Laura Director C-Conversion A Class A Common Stock 77,700 0.05 3.9K 79,700
2023-03-09 Ingle Sharp Laura Director S-Sale D Class A Common Stock 500 94.60 47.3K 2,000
2023-03-08 Ingle Sharp Laura Director S-Sale D Class A Common Stock 500 92.89 46.4K 2,500
2023-03-03 Ingle Sharp Laura Director S-Sale D Class A Common Stock 500 92.08 46.0K 3,000
2022-12-09 Ingle Sharp Laura Director S-Sale D Class A Common Stock 2,000 100.71 201.4K 3,500
2022-10-01 Hogan Michael David 0
2022-06-24 Ingle Sharp Laura Director S-Sale D Class A Common Stock 500 88.10 44.1K 5,500
2022-06-15 Ingle Sharp Laura Director S-Sale D Class A Common Stock 500 89.25 44.6K 6,000
2022-03-16 Ingle Sharp Laura Director S-Sale D Class A Common Stock 500 92.00 46.0K 6,500
2022-03-08 Ingle Sharp Laura Director S-Sale D Class A Common Stock 500 89.40 44.7K 7,000
2022-02-23 Jackson Patricia Officer 0 0.00 0
2021-11-26 LANNING JAMES W Officer S-Sale D Class A Common Stock 9,936 77.48 769.8K 0
2021-03-26 Ingle Sharp Laura Director S-Sale D Class A Common Stock 7,500 64.50 483.8K 7,500
2021-03-25 Ingle Sharp Laura Director S-Sale D Class A Common Stock 10,000 63.44 634.4K 15,000
2021-03-23 Ingle Sharp Laura Director S-Sale D Class A Common Stock 2,000 64.33 128.7K 25,000
2021-03-23 INGLE ROBERT P II Director / Officer / 10% Owner D-Return D Class B Common Stock 1,265,400 0.00 865,719
2021-03-02 Ingle Sharp Laura Director S-Sale D Class A Common Stock 1,500 55.20 82.8K 27,000
2021-02-09 Ingle Sharp Laura Director S-Sale D Class A Common Stock 1,500 52.03 78.0K 28,500
2020-12-15 LOWDEN JOHN R Director P-Purchase A Class A Common Stock 600 42.05 25.2K 600
2020-12-09 Ingle Sharp Laura Director S-Sale D Class A Common Stock 2,500 42.27 105.7K 30,000
2019-12-19 Ingle Sharp Laura Director S-Sale D Class A Common Stock 2,500 47.44 118.6K 32,500
2019-09-09 Ingle Sharp Laura Director S-Sale D Class A Common Stock 5,000 41.04 205.2K 5,000
2019-09-06 Ingle Sharp Laura Director S-Sale D Class A Common Stock 3,712 40.23 149.3K 10,000
2019-09-05 Ingle Sharp Laura Director S-Sale D Class A Common Stock 1,288 40.05 51.6K 13,712
2019-06-28 Ingle Sharp Laura Director S-Sale D Class A Common Stock 5,000 31.06 155.3K 15,000
2019-06-17 Ingle Sharp Laura Director S-Sale D Class A Common Stock 5,000 32.01 160.1K 20,000
2019-03-28 Ingle Sharp Laura Director S-Sale D Class A Common Stock 2,500 27.39 68.5K 25,000
2019-03-11 Ingle Sharp Laura Director C-Conversion D Class B Common Stock 30,000 0.00 77,700
2018-08-23 Ingle Sharp Laura Director S-Sale D Class A Common Stock 2,500 36.00 90.0K 27,500
2018-08-21 Ferguson Ernest E. Director P-Purchase A Class A Common Stock 250 33.61 8.4K 250
2018-04-24 LOWDEN JOHN R Director D No securities are beneficially owned. 0 0.00 0
2017-11-03 Ingle Sharp Laura Director M-Exempt A Class A Common Stock 30,000 0.00 30,000
2017-09-26 Ingle Sharp Laura Director S-Sale D Class A Common Stock 2,500 25.18 62.9K 0
2017-09-22 Ingle Sharp Laura Director S-Sale D Class A Common Stock 2,500 24.76 61.9K 2,500
2017-04-27 Collins L. Keith Director M-Exempt A Class A Common Stock 549 0.00 549
2017-03-14 AYERS FRED Director S-Sale D Class A Common Stock 15 42.76 641.33 463
2017-02-08 TUDOR BRENDA S Director P-Purchase A Class A Common Stock 100 44.88 4.5K 300
2016-12-23 Ingle Sharp Laura Director M-Exempt D Class B Common Stock 10,000 0.00 137,700
2016-09-24 AYERS FRED Director 0 0.00 0
2016-06-08 Ingle Sharp Laura Director S-Sale D Class A Common Stock 4,043 38.53 155.8K 0
2016-06-07 Ingle Sharp Laura Director S-Sale D Class A Common Stock 957 38.51 36.9K 4,043
2016-06-01 Ingle Sharp Laura Director S-Sale D Class A Common Stock 5,000 38.51 192.6K 5,000
2015-12-16 TUDOR BRENDA S Director P-Purchase A Class A Common Stock 100 45.22 4.5K 200
2015-08-11 TUDOR BRENDA S Director P-Purchase A Class A Common Stock 100 50.15 5.0K 100
2015-08-06 INGLE ROBERT P II Director / Officer / 10% Owner M-Exempt D Class B Common Stock 4,000 0.00 313,292
2015-06-23 INGLE ROBERT P II Director / Officer / 10% Owner M-Exempt D Class B Common Stock 16,500 0.00 317,292
2015-06-15 INGLE ROBERT P II Director / Officer / 10% Owner M-Exempt D Class B Common Stock 27,000 0.00 333,792
2015-05-08 INGLE ROBERT P II Director / Officer / 10% Owner M-Exempt D Class B Common Stock 5,000 0.00 360,792
2015-03-16 INGLE ROBERT P II Director / Officer / 10% Owner M-Exempt D Class B Common Stock 4,500 0.00 365,792
2015-03-06 Ingle Sharp Laura Director S-Sale D Class A Common Stock 5,000 48.52 242.6K 10,000
2015-02-18 INGLE ROBERT P II Director / Officer / 10% Owner M-Exempt D Class B Common Stock 40,000 0.00 370,292
2015-02-17 Ingle Sharp Laura Director S-Sale D Class A Common Stock 10,000 42.48 424.8K 15,000
2015-02-13 INGLE ROBERT P II Director / Officer / 10% Owner S-Sale D Class A Common Stock 35,874 42.20 1.51M 0
2015-02-12 INGLE ROBERT P II Director / Officer / 10% Owner S-Sale D Class A Common Stock 20,000 42.33 846.7K 35,874
2015-02-11 INGLE ROBERT P II Director / Officer / 10% Owner S-Sale D Class A Common Stock 45,000 42.25 1.90M 55,874
2015-02-10 INGLE ROBERT P II Director / Officer / 10% Owner S-Sale D Class A Common Stock 30,000 42.19 1.27M 100,874
2015-02-06 INGLE ROBERT P II Officer M-Exempt A Class A Common Stock 130,874 0.00 130,874
2014-12-09 TUDOR BRENDA S Director D No securities beneficially owned. 0 0.00 0
2014-12-09 INGLE ROBERT P II Director / Officer / 10% Owner M-Exempt D Class B Common Stock 13,100 0.00 410,292
2014-12-09 Ferguson Ernest E. Director D No securities beneficially owned. 0 0.00 0
2014-09-26 Ingle Sharp Laura Director S-Sale D Class A Common Stock 2,256 24.00 54.1K 25,000
2014-09-10 INGLE ROBERT P II Director / Officer / 10% Owner M-Exempt D Class B Common Stock 19,500 0.00 423,392
2014-06-11 INGLE ROBERT P II Director / Officer / 10% Owner M-Exempt D Class B Common Stock 5,500 0.00 442,892
2014-05-13 Ingle Sharp Laura Director S-Sale D Common Stock 1,958 27.10 53.1K 28,680
2014-03-26 INGLE ROBERT P II Director / Officer / 10% Owner J-Other D Class B Common Stock 44,000 0.00 448,392
2014-03-04 INGLE ROBERT P II Director / Officer / 10% Owner M-Exempt D Class B Common Stock 8,600 0.00 492,392
2014-02-12 INGLE ROBERT P II Director / Officer / 10% Owner M-Exempt D Class B Common Stock 19,000 0.00 500,992
2013-09-30 INGLE ROBERT P II Director / Officer / 10% Owner M-Exempt D Class B Common Stock 14,250 0.00 519,992
2013-09-28 Ingle Sharp Laura Director I Class A Common Stock 0 0.00 686
2013-09-28 INGLE ROBERT P II Director / Officer / 10% Owner I Class A Common Stock 0 0.00 157,412
2013-09-18 Ingle Sharp Laura Director S-Sale D Class A Common Stock 1,589 28.54 45.4K 33,680
2013-09-17 Ingle Sharp Laura Director S-Sale D Class A Common Stock 6,289 27.50 173.0K 40,000
2013-09-16 Ingle Sharp Laura Director S-Sale D Class A Common Stock 2,396 27.22 65.2K 56,127
2013-09-13 Ingle Sharp Laura Director S-Sale D Class A Common Stock 401 27.01 10.8K 58,523
2013-09-05 INGLE ROBERT P II Director / Officer / 10% Owner D-Return D Class B Common Stock 2,500,000 0.00 2,431,689
2013-09-03 Ingle Sharp Laura Director S-Sale D Class A Common Stock 4,850 26.14 126.8K 74,702
2013-08-29 Ingle Sharp Laura Director S-Sale D Class A Common Stock 2,000 25.00 50.0K 94,000
2013-08-28 Ingle Sharp Laura Director M-Exempt D Class B Common Stock 100,000 0.00 0
2013-08-21 Ingle Sharp Laura Director S-Sale D Class A Common Stock 4,307 25.16 108.3K 2,692
2013-08-20 Ingle Sharp Laura Director S-Sale D Class A Common Stock 7,000 25.17 176.2K 6,999
2013-07-01 INGLE ROBERT P II Director / Officer / 10% Owner M-Exempt D Class B Common Stock 170,000 0.00 0
2013-06-28 Ingle Sharp Laura Director S-Sale D Class A Common Stock 1,281 25.34 32.5K 22,923
2013-06-26 INGLE ROBERT P II Director / Officer / 10% Owner D-Return D Class B Common Stock 1,500,000 0.00 4,931,689
2013-06-19 INGLE ROBERT P II Director / Officer / 10% Owner G-Gift A Class B Common Stock 1,000,000 0.00 3,036,961
2013-05-30 INGLE ROBERT P II Director / Officer / 10% Owner G-Gift A Class B Common Stock 1,000,000 0.00 2,036,961
2013-04-08 INGLE ROBERT P II Director / Officer / 10% Owner G-Gift A Class B Common Stock 1,036,961 0.00 1,036,961
2012-12-27 INGLE ROBERT P II Director / Officer / 10% Owner G-Gift A Class B Common Stock 170,000 0.00 170,000
2012-12-10 Ingle Sharp Laura Director G-Gift A Class B Common Stock 170,000 0.00 147,700
2012-12-10 INGLE ROBERT P II Director / Officer / 10% Owner G-Gift A Class B Common Stock 170,000 0.00 300,874
2012-03-12 INGLES MARKETS INC INVESTMENT/PROFIT SHARING PLAN TRUST 10% Owner 0 0.00 0
2012-02-01 INGLES MARKETS INC INVESTMENT/PROFIT SHARING PLAN TRUST 10% Owner S-Sale D Class B Common Stock 13,300 0.00 763,700
2011-12-13 Collins L. Keith Director D Class B Common Stock 254 0.00 0
2011-11-14 INGLE ROBERT P II Director / Officer / 10% Owner G-Gift A Class B Common Stock 680,000 0.00 776,817
2011-09-24 INGLE ROBERT P II Officer I Class B Common Stock 950,000 0.00 950,000
2011-09-22 Robert Ingle, Sr. Administrative Trust UTA Robert Pierce Ingle Living Trust dated December 24, 2010 10% Owner G-Gift D Class B Common Stock 8,518,650 0.00 0
2011-09-22 Laura Anne Laxton Ingle 2011 Irrevocable Trust dated September 8, 2011 10% Owner D Class B Common Stock 9,468,650 0.00 0
2011-09-22 INGLE ROBERT P II Director / Officer / 10% Owner G-Gift D Class B Common Stock 8,518,650 0.00 0
2011-09-08 INGLE ROBERT P II Director / Officer / 10% Owner G-Gift A Class B Common Stock 950,000 0.00 950,000
2011-09-01 Robert Ingle, Sr. Administrative Trust UTA Robert Pierce Ingle Living Trust dated December 24, 2010 10% Owner G-Gift D Class B Common Stock 950,000 0.00 8,518,650
2011-09-01 INGLE ROBERT P II Director / Officer / 10% Owner G-Gift D Class B Common Stock 950,000 0.00 8,518,650
2011-08-15 INGLES MARKETS INC INVESTMENT/PROFIT SHARING PLAN TRUST 10% Owner S-Sale D Class B Common Stock 14,000 0.00 777,000
2011-03-21 INGLE ROBERT P II Director / Officer / 10% Owner G-Gift A Class B Common Stock 2,600 0.00 24,076
2011-03-06 Robert Ingle, Sr. Administrative Trust UTA Robert Pierce Ingle Living Trust dated December 24, 2010 10% Owner D Class B Common Stock 9,468,650 0.00 0
2011-03-06 INGLE ROBERT P II Director / Officer / 10% Owner W-Will A Class B Common Stock 9,468,650 0.00 9,468,650
2011-02-18 INGLE ROBERT P II Director / Officer / 10% Owner G-Gift A Class B Common Stock 680,000 0.00 680,000
2011-02-18 INGLE ROBERT P Director / Officer G-Gift D Class B Common Stock 680,000 0.00 9,468,650
2010-12-15 Ingle Sharp Laura Director S-Sale D Class A Common Stock 1,215 20.24 24.6K 0
2010-12-06 INGLES MARKETS INC INVESTMENT/PROFIT SHARING PLAN TRUST Director S-Sale D Class B Common Stock 29,000 0.00 791,000
2010-03-11 INGLES MARKETS INC INVESTMENT/PROFIT SHARING PLAN TRUST Director S-Sale D Class B Common Stock 40,000 0.00 820,000
2010-02-25 INGLE ROBERT P II Director / Officer G-Gift D Class B Common Stock 3,800 0.00 133,474
2010-02-12 LANNING JAMES W Director / Officer P-Purchase A Class A Common Stock 750 13.26 9.9K 10,000
2009-08-25 INGLE ROBERT P Director / Officer S-Sale D Class A Common Stock 582 17.04 9.9K 96,817
2009-08-24 INGLE ROBERT P Director / Officer S-Sale D Class A Common Stock 5,800 17.04 98.8K 97,399
2009-08-21 INGLE ROBERT P Director / Officer S-Sale D Class A Common Stock 1,400 16.94 23.7K 103,199
2009-08-19 INGLE ROBERT P Director / Officer S-Sale D Class A Common Stock 11,000 16.56 182.2K 104,599
2009-08-17 INGLE ROBERT P Director / Officer S-Sale D Class A Common Stock 162 16.64 2.7K 115,599
2009-08-10 INGLE ROBERT P Director / Officer G-Gift D Class A Common Stock 100 0.00 115,761
2009-06-22 LANNING JAMES W Director / Officer P-Purchase A Class A Common Stock 1,000 14.42 14.4K 9,250
2009-03-27 INGLE ROBERT P Director / Officer S-Sale D Class A Common Stock 7,402 15.93 117.9K 115,861
2009-03-26 INGLE ROBERT P Director / Officer S-Sale D Class A Common Stock 2,901 16.02 46.5K 123,263
2009-03-12 INGLE ROBERT P II Officer D Class B Common Stock 3,992 0.00 137,274
2008-12-26 INGLE ROBERT P Director / Officer S-Sale D Class A Common Stock 200 16.49 3.3K 127,001
2008-12-23 INGLE ROBERT P Director / Officer S-Sale D Class A Common Stock 1,800 15.95 28.7K 150,101
2008-12-19 INGLE ROBERT P Director / Officer S-Sale D Class A Common Stock 1,100 17.34 19.1K 172,337
2008-12-18 INGLE ROBERT P Director / Officer S-Sale D Class A Common Stock 2,000 17.23 34.5K 204,077
2008-12-17 INGLE ROBERT P Director / Officer S-Sale D Class A Common Stock 900 17.06 15.4K 220,857
2008-09-26 INGLE ROBERT P Director / Officer S-Sale D Class A Common Stock 1,000 24.15 24.2K 227,936
2008-09-25 INGLE ROBERT P Director / Officer S-Sale D Class A Common Stock 1,000 24.29 24.3K 242,290
2008-09-22 INGLE ROBERT P Director / Officer J-Other A Class A Common Stock 254,350 0.00 254,350
2008-09-11 LANNING JAMES W Director / Officer J-Other D Class A Common Stock 1,500 25.87 38.8K 931,500
2008-09-11 INGLES MARKETS INC INVESTMENT/PROFIT SHARING PLAN TRUST Director S-Sale D Class A Common Stock 2,000 25.86 51.7K 930,000
2008-09-11 INGLE ROBERT P Director / Officer J-Other D Class A Common Stock 2,000 25.83 51.7K 944,465
2008-09-11 Freeman Ronald B Officer J-Other D Class A Common Stock 1,465 25.86 37.9K 937,000
2008-09-10 LANNING JAMES W Director / Officer J-Other D Class A Common Stock 1,000 25.83 25.8K 949,465
2008-09-10 INGLES MARKETS INC INVESTMENT/PROFIT SHARING PLAN TRUST 10% Owner S-Sale D Class A Common Stock 2,000 25.75 51.5K 953,265
2008-09-10 INGLE ROBERT P Director / Officer J-Other D Class A Common Stock 1,500 25.66 38.5K 956,568
2008-09-10 Freeman Ronald B Director / Officer J-Other D Class A Common Stock 2,000 25.75 51.5K 953,265
2008-09-08 LANNING JAMES W Director / Officer J-Other D Class A Common Stock 1,094 25.56 28.0K 968,765
2008-09-08 INGLES MARKETS INC INVESTMENT/PROFIT SHARING PLAN TRUST 10% Owner S-Sale D Class A Common Stock 808 25.48 20.6K 970,859
2008-09-08 INGLE ROBERT P Director / Officer J-Other D Class A Common Stock 1,000 25.50 25.5K 969,859
2008-09-08 Freeman Ronald B Director / Officer J-Other D Class A Common Stock 200 25.40 5.1K 976,573
2008-05-27 LANNING JAMES W Director / Officer J-Other D Class A Common Stock 578 24.63 14.2K 1,000,265
2008-05-27 INGLES MARKETS INC INVESTMENT/PROFIT SHARING PLAN TRUST 10% Owner S-Sale D Class A Common Stock 1,500 24.92 37.4K 995,000
2008-05-27 INGLE ROBERT P Director / Officer J-Other D Class A Common Stock 300 24.95 7.5K 990,000
2008-05-27 Freeman Ronald B Director / Officer J-Other D Class A Common Stock 600 24.74 14.8K 1,002,000
2008-05-21 LANNING JAMES W Director / Officer J-Other D Class A Common Stock 84 23.71 2.0K 1,005,916
2008-05-21 INGLES MARKETS INC INVESTMENT/PROFIT SHARING PLAN TRUST 10% Owner S-Sale D Class A Common Stock 610 24.69 15.1K 1,003,490
2008-05-21 INGLE ROBERT P Director / Officer J-Other D Class A Common Stock 500 24.64 12.3K 1,004,400
2008-05-21 Freeman Ronald B Director / Officer J-Other D Class A Common Stock 890 24.70 22.0K 1,002,600
2008-05-19 LANNING JAMES W Director / Officer J-Other D Class A Common Stock 1,000 24.42 24.4K 1,015,000
2008-05-19 INGLES MARKETS INC INVESTMENT/PROFIT SHARING PLAN TRUST 10% Owner S-Sale D Class A Common Stock 1,000 24.37 24.4K 1,017,000
2008-05-19 INGLE ROBERT P Officer J-Other D Class A Common Stock 1,000 24.62 24.6K 1,006,000
2008-05-19 Freeman Ronald B Director / Officer J-Other D Class A Common Stock 1,000 24.42 24.4K 1,015,000
2008-05-16 LANNING JAMES W Director / Officer J-Other D Class A Common Stock 1,000 24.65 24.7K 1,023,727
2008-05-16 INGLES MARKETS INC INVESTMENT/PROFIT SHARING PLAN TRUST 10% Owner S-Sale D Class A Common Stock 2,000 24.72 49.4K 1,018,000
2008-05-16 INGLE ROBERT P Director / Officer J-Other D Class A Common Stock 2,000 24.67 49.3K 1,021,727
2008-05-16 Freeman Ronald B Director / Officer J-Other D Class A Common Stock 1,727 24.69 42.6K 1,020,000
2008-05-12 LANNING JAMES W Director / Officer J-Other D Class A Common Stock 1,000 23.53 23.5K 1,040,000
2008-05-12 INGLES MARKETS INC INVESTMENT/PROFIT SHARING PLAN TRUST 10% Owner S-Sale D Class A Common Stock 1,000 23.53 23.5K 1,040,000
2008-05-12 INGLE ROBERT P Director / Officer J-Other D Class A Common Stock 1,000 23.53 23.5K 1,040,000
2008-05-12 Freeman Ronald B Director / Officer J-Other D Class A Common Stock 1,000 23.23 23.2K 1,051,491
2008-05-06 INGLE ROBERT P II Director / Officer G-Gift D Class B Common Stock 2,000 0.00 141,266
2008-03-28 LANNING JAMES W Director / Officer J-Other D Class A Common Stock 730 25.04 18.3K 1,053,491
2008-03-28 INGLES MARKETS INC INVESTMENT/PROFIT SHARING PLAN TRUST 10% Owner S-Sale D Class A Common Stock 730 25.04 18.3K 1,053,491
2008-03-28 INGLE ROBERT P Director / Officer J-Other D Class A Common Stock 730 25.04 18.3K 1,053,491
2008-03-28 Freeman Ronald B Director / Officer J-Other D Class A Common Stock 730 25.04 18.3K 1,053,491
2008-03-26 LANNING JAMES W Director / Officer J-Other D Class A Common Stock 707 25.05 17.7K 1,056,221
2008-03-26 INGLES MARKETS INC INVESTMENT/PROFIT SHARING PLAN TRUST 10% Owner S-Sale D Class A Common Stock 2,000 25.16 50.3K 1,054,221
2008-03-26 INGLE ROBERT P Director / Officer J-Other D Class A Common Stock 372 25.00 9.3K 1,059,628
2008-03-26 Freeman Ronald B Officer J-Other D Class A Common Stock 700 25.01 17.5K 1,058,528
2008-03-24 LANNING JAMES W Director / Officer J-Other D Class A Common Stock 866 24.23 21.0K 1,067,756
2008-03-24 INGLES MARKETS INC INVESTMENT/PROFIT SHARING PLAN TRUST 10% Owner S-Sale D Class A Common Stock 2,500 24.28 60.7K 1,060,256
2008-03-24 INGLE ROBERT P Director / Officer J-Other D Class A Common Stock 500 24.22 12.1K 1,068,622

Executive team

Top executives
EBIT / Employee
11.7K
Shares Outstanding
18.99M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Robert P. Ingle Chairman of the Board 1.20M 6.09M 142.4K 7.42M 0.00%
2 2024 James W. Lanning Chief Executive Officer and President 1.12M 1.95M 67.9K 3.13M 0.00%
3 2024 Patricia E. Jackson Vice President Finance, Chief Financial Officer 441.9K 275.0K 26.7K 743.7K 0.00%
4 2024 Michael D. Hogan President, Milkco, Inc. 326.5K 40.0K 50.0K 19.0K 435.5K 0.00%
5 2023 Robert P. Ingle Chairman of the Board 1.19M 6.65M 111.5K 7.95M 0.00%
6 2023 James W. Lanning Chief Executive Officer and President 1.12M 2.12M 57.5K 3.29M 0.00%
7 2023 Patricia E. Jackson Vice President Finance, Chief Financial Officer 411.4K 315.0K 19.2K 745.6K 0.00%
8 2023 Michael D. Hogan President, Milkco, Inc. 321.1K 50.0K 50.0K 18.0K 439.0K 0.00%
9 2022 Robert P. Ingle Chairman of the Board 1.05M 4.69M 80.0K 5.82M 0.00%
10 2022 James W. Lanning Chief Executive Officer and President 1.00M 1.45M 51.0K 2.51M 0.00%
11 2022 Patricia E. Jackson Vice President Finance, Chief Financial Officer 285.6K 270.0K 1.6K 557.3K 0.00%
12 2022 Ronald B. Freeman Vice President Finance, Chief Financial Officer 192.1K 270.0K 7.5K 469.6K 0.00%
13 2022 L. Keith Collins President, Milkco, Inc. 294.8K 65.0K 50.0K 17.8K 427.5K 0.00%
14 2021 Robert P. Ingle Chairman of the Board 853.3K 2.78M 49.3K 3.68M 0.00%
15 2021 James W. Lanning Chief Executive Officer and President 903.3K 1.18M 46.3K 2.12M 0.00%
16 2021 Ronald B. Freeman Vice President Finance, Chief Financial Officer 384.0K 225.0K 13.9K 622.9K 0.00%
17 2021 L. Keith Collins President, Milkco, Inc. 271.9K 60.0K 47.7K 16.7K 396.3K 0.00%
18 2020 James W. Lanning Chief Executive Officer and President 752.9K 475.0K 32.0K 1.26M 0.00%
19 2020 Robert P. Ingle Chairman of the Board 693.3K 400.0K 37.5K 1.13M 0.00%
20 2020 Ronald B. Freeman Vice President Finance, Chief Financial Officer 371.8K 130.0K 11.3K 513.1K 0.00%
21 2020 L. Keith Collins President, Milkco, Inc. 261.4K 46.2K 13.9K 321.5K 0.00%
22 2019 James W. Lanning Chief Executive Officer and President 742.3K 470.0K 27.2K 1.24M 0.00%
23 2019 Robert P. Ingle Chairman of the Board 682.7K 400.0K 33.0K 1.12M 0.00%
24 2019 Ronald B. Freeman Vice President Finance, Chief Financial Officer 363.1K 112.0K 9.4K 484.5K 0.00%
25 2019 L. Keith Collins President, Milkco, Inc. 248.8K 46.0K 11.8K 306.6K 0.00%
26 2018 James W. Lanning Chief Executive Officer and President 722.7K 450.0K 27.0K 1.20M 0.00%
27 2018 Robert P. Ingle Chairman of the Board 672.7K 400.0K 37.4K 1.11M 0.00%
28 2018 Ronald B. Freeman Vice President Finance, Chief Financial Officer 354.7K 105.0K 9.4K 469.1K 0.00%
29 2018 L. Keith Collins President, Milkco, Inc. 234.3K 50.0K 11.8K 296.0K 0.00%
30 2017 James W. Lanning Chief Executive Officer and President 716.3K 450.0K 19.6K 1.19M 0.00%
31 2017 Robert P. Ingle Chairman of the Board 677.8K 400.0K 39.0K 1.12M 0.00%
32 2017 Ronald B. Freeman Vice President Finance, Chief Financial Officer 353.2K 105.0K 8.6K 466.8K 0.00%
33 2017 L. Keith Collins President, Milkco, Inc. 230.5K 50.0K 9.1K 289.5K 0.00%
34 2016 Robert P. Ingle Chairman of the Board 662.7K 400.0K 33.9K 1.10M 0.00%
35 2016 Robert P. Ingle, II Chairman of the Board 662.7K 400.0K 33.9K 1.10M 0.00%
36 2016 James W. Lanning Chief Executive Officer and President 662.7K 400.0K 10.8K 1.07M 0.00%
37 2016 Ronald B. Freeman Vice President Finance, Chief Financial Officer 338.7K 105.0K 7.9K 451.6K 0.00%
38 2016 L. Keith Collins President, Milkco, Inc. 218.8K 50.0K 6.9K 275.7K 0.00%
39 2015 Robert P. Ingle Chairman of the Board 646.9K 400.0K 44.8K 1.09M 0.00%
40 2015 Robert P. Ingle, II Chairman and Chief Executive Officer 646.9K 400.0K 44.8K 1.09M 0.00%
41 2015 Robert P. Ingle, II Chairman of the Board 646.9K 400.0K 44.8K 1.09M 0.00%
42 2015 James W. Lanning Chief Executive Officer and President 646.9K 400.0K 10.8K 1.06M 0.00%
43 2015 James W. Lanning President and Chief Operating Officer 646.9K 400.0K 10.8K 1.06M 0.00%
44 2015 Ronald B. Freeman Vice President Finance, Chief Financial Officer 329.6K 105.0K 4.6K 439.2K 0.00%
45 2015 Ronald B. Freeman Vice President Finance, Chief Financial Officer 329.6K 105.0K 4.6K 439.2K 0.00%
46 2015 L. Keith Collins President, Milkco, Inc. 211.8K 45.5K 6.6K 263.9K 0.00%
47 2015 L. Keith Collins President, Milkco, Inc. 211.8K 45.5K 6.6K 263.9K 0.00%
48 2014 Robert P. Ingle, II Chairman of the Board 611.9K 350.0K 68.9K 1.03M 0.00%
49 2014 Robert P. Ingle, II Chairman and Chief Executive Officer 611.9K 350.0K 68.9K 1.03M 0.00%
50 2014 James W. Lanning President and Chief Operating Officer 611.9K 350.0K 10.3K 972.3K 0.00%
51 2014 James W. Lanning Chief Executive Officer and President 611.9K 350.0K 10.3K 972.3K 0.00%
52 2014 Ronald B. Freeman Vice President Finance, Chief Financial Officer 315.4K 95.0K 5.8K 416.2K 0.00%
53 2014 Ronald B. Freeman Vice President Finance, Chief Financial Officer 315.4K 95.0K 5.8K 416.2K 0.00%
54 2014 L. Keith Collins President, Milkco, Inc. 196.5K 43.8K 6.2K 246.6K 0.00%
55 2014 L. Keith Collins President, Milkco, Inc. 196.5K 43.8K 6.2K 246.6K 0.00%
56 2013 Robert P. Ingle, II Chairman and Chief Executive Officer 576.9K 300.0K 64.3K 941.2K 0.00%
57 2013 Chairman and Chief Executive Officer James W. Lanning President and Chief Operating Officer 576.9K 300.0K 64.3K 941.2K 0.00%
58 2013 James W. Lanning President and Chief Operating Officer 576.9K 300.0K 9.7K 886.6K 0.00%
59 2013 Vice President Finance, Chief Financial Officer L. Keith Collins President, Milkco, Inc. 295.4K 80.0K 5.7K 381.1K 0.00%
60 2013 Ronald B. Freeman Vice President Finance, Chief Financial Officer 295.4K 80.0K 5.7K 381.1K 0.00%
61 2013 L. Keith Collins President, Milkco, Inc. 182.9K 47.1K 5.5K 235.4K 0.00%
62 2012 Chairman and Chief Executive Officer James W. Lanning President and Chief Operating Officer 548.1K 250.0K 71.9K 869.9K 0.00%
63 2012 Robert P. Ingle, II Chairman and Chief Executive Officer 548.1K 250.0K 71.9K 869.9K 0.00%
64 2012 Chairman and Chief Executive Officer James W. Lanning 548.1K 250.0K 71.9K 869.9K 0.00%
65 2012 James W. Lanning President and Chief Operating Officer 548.1K 250.0K 9.3K 807.4K 0.00%
66 2012 Vice President Finance, Chief Financial Officer L. Keith Collins President, Milkco, Inc. 282.3K 75.0K 5.6K 362.9K 0.00%
67 2012 Ronald B. Freeman Vice President Finance, Chief Financial Officer 282.3K 75.0K 5.6K 362.9K 0.00%
68 2012 Vice President Finance, Chief Financial Officer L. Keith Collins 282.3K 75.0K 5.6K 362.9K 0.00%
69 2011 Chairman and Chief Executive Officer James W. Lanning 500.0K 200.0K 34.4K 734.4K 0.00%
70 2011 Chairman and Chief Executive Officer James W. Lanning President and Chief Operating Officer 500.0K 200.0K 34.4K 734.4K 0.00%
71 2011 Robert P. Ingle, II Chairman and Chief Executive Officer 500.0K 200.0K 34.4K 734.4K 0.00%
72 2011 James W. Lanning President and Chief Operating Officer 500.0K 200.0K 8.8K 708.8K 0.00%
73 2011 Ronald B. Freeman Vice President Finance, Chief Financial Officer 266.2K 75.0K 5.8K 347.0K 0.00%
74 2011 Vice President Finance, Chief Financial Officer L. Keith Collins 266.2K 75.0K 5.8K 347.0K 0.00%
75 2011 Vice President Finance, Chief Financial Officer L. Keith Collins President, Milkco, Inc. 266.2K 75.0K 5.8K 347.0K 0.00%
76 2011 Charles L. Gaither, Jr. Former President, Milkco, Inc. Ronald B. Freeman 203.8K 49.8K 5.3K 259.0K 0.00%
77 2011 Charles L. Gaither, Jr. President, Milkco, Inc. 203.8K 49.8K 5.3K 259.0K 0.00%
78 2011 Charles L. Gaither, Jr. Ronald B. Freeman Vice President Finance, Chief Financial Officer 203.8K 49.8K 5.3K 259.0K 0.00%
79 2011 Robert P. Ingle Former Chief Executive Officer 46.2K 80.9K 127.0K 0.00%
80 2011 Robert P. Ingle Robert P. Ingle, II Chairman and Chief Executive Officer 46.2K 80.9K 127.0K 0.00%
81 2011 Robert P. Ingle Former Chief Executive Officer Robert P. Ingle, II 46.2K 80.9K 127.0K 0.00%
82 2010 Robert P. Ingle, II Chairman and Chief Executive Officer 500.0K 150.0K 21.0K 671.0K 0.00%
83 2010 Chairman and Chief Executive Officer James W. Lanning 500.0K 150.0K 21.0K 671.0K 0.00%
84 2010 Robert P. Ingle, II Chairman and Vice President - Operations 500.0K 150.0K 21.0K 671.0K 0.00%
85 2010 James W. Lanning President and Chief Operating Officer 500.0K 150.0K 8.1K 658.1K 0.00%
86 2010 Vice President Finance, Chief Financial Officer L. Keith Collins 257.9K 70.0K 5.3K 333.2K 0.00%
87 2010 Ronald B. Freeman Vice President Finance, Chief Financial Officer 257.9K 70.0K 5.3K 333.2K 0.00%
88 2010 Charles L. Gaither, Jr. Former President, Milkco, Inc. Ronald B. Freeman 198.8K 49.5K 4.9K 253.2K 0.00%
89 2010 Charles L. Gaither, Jr. President, Milkco, Inc. 198.8K 49.5K 4.9K 253.2K 0.00%
90 2010 Robert P. Ingle Chief Executive Officer 100.0K 68.0K 168.0K 0.00%
91 2010 Robert P. Ingle Former Chief Executive Officer 100.0K 68.0K 168.0K 0.00%
92 2010 Robert P. Ingle Former Chief Executive Officer Robert P. Ingle, II 100.0K 68.0K 168.0K 0.00%
93 2009 Robert P. Ingle, II Chairman and Vice President - Operations 509.6K 150.0K 19.9K 679.5K 0.00%
94 2009 Robert P. Ingle, II Chairman and Chief Executive Officer 509.6K 150.0K 19.9K 679.5K 0.00%
95 2009 Robert P. Ingle, II Chairman and Vice President - Operations 509.6K 150.0K 19.9K 679.5K 0.00%
96 2009 James W. Lanning President and Chief Operating Officer 509.6K 150.0K 8.2K 667.8K 0.00%
97 2009 James W. Lanning President and Chief Operating Officer 509.6K 150.0K 8.2K 667.8K 0.00%
98 2009 Ronald B. Freeman Vice President Finance, Chief Financial Officer 254.8K 70.0K 6.3K 331.1K 0.00%
99 2009 Ronald B. Freeman Vice President Finance, Chief Financial Officer 254.8K 70.0K 6.3K 331.1K 0.00%
100 2009 Charles L. Gaither, Jr. President, Milkco, Inc. 195.0K 48.4K 4.6K 248.0K 0.00%
101 2009 Charles L. Gaither, Jr. President, Milkco, Inc. 195.0K 48.4K 4.6K 248.0K 0.00%
102 2009 Robert P. Ingle Former Chief Executive Officer 100.0K 95.0K 195.0K 0.00%
103 2009 Robert P. Ingle Chief Executive Officer 100.0K 95.0K 195.0K 0.00%
104 2009 Robert P. Ingle Chief Executive Officer 100.0K 95.0K 195.0K 0.00%
105 2008 Robert P. Ingle, II Chairman and Vice President - Operations 476.7K 150.0K 20.3K 647.0K 0.00%
106 2008 Robert P. Ingle, II Chairman and Vice President - Operations 476.7K 150.0K 20.3K 647.0K 0.00%
107 2008 James W. Lanning President and Chief Operating Officer 476.7K 150.0K 6.9K 633.7K 0.00%
108 2008 James W. Lanning President and Chief Operating Officer 476.7K 150.0K 6.9K 633.7K 0.00%
109 2008 Ronald B. Freeman Vice President Finance, Chief Financial Officer 244.7K 70.0K 5.6K 320.3K 0.00%
110 2008 Ronald B. Freeman Vice President Finance, Chief Financial Officer 244.7K 70.0K 5.6K 320.3K 0.00%
111 2008 Charles L. Gaither, Jr. President, Milkco, Inc. 195.0K 44.7K 3.8K 243.5K 0.00%
112 2008 Charles L. Gaither, Jr. President, Milkco, Inc. 195.0K 44.7K 3.8K 243.5K 0.00%
113 2008 Robert P. Ingle Chief Executive Officer 100.0K 92.3K 192.3K 0.00%
114 2008 Robert P. Ingle Chief Executive Officer 100.0K 92.3K 192.3K 0.00%
115 2007 Robert P. Ingle, II Chairman and Vice President - Operations 381.5K 150.0K 18.4K 549.9K 0.00%
116 2007 Robert P. Ingle, II Chairman and Vice President - Operations 381.5K 150.0K 18.4K 549.9K 0.00%
117 2007 James W. Lanning President and Chief Operating Officer 381.5K 150.0K 6.4K 537.9K 0.00%
118 2007 James W. Lanning President and Chief Operating Officer 381.5K 150.0K 6.4K 537.9K 0.00%
119 2007 Ronald B. Freeman Vice President Finance, Chief Financial Officer 219.7K 70.0K 5.8K 295.5K 0.00%
120 2007 Ronald B. Freeman Vice President Finance, Chief Financial Officer 219.7K 70.0K 5.8K 295.5K 0.00%
121 2007 Charles L. Gaither, Jr. President, Milkco, Inc. 195.0K 50.0K 3.9K 248.9K 0.00%
122 2007 Charles L. Gaither, Jr. President, Milkco, Inc. 195.0K 50.0K 3.9K 248.9K 0.00%
123 2007 Robert P. Ingle Chief Executive Officer 100.0K 85.9K 185.9K 0.00%
124 2007 Robert P. Ingle Chief Executive Officer 100.0K 85.9K 185.9K 0.00%
125 2006 James W. Lanning President and Chief Operating Officer 336.5K 150.0K 5.7K 492.3K 0.00%
126 2006 James W. Lanning President and Chief Operating Officer 336.5K 150.0K 5.7K 492.3K 0.00%
127 2006 Robert P. Ingle, II Chairman and Vice President - Operations 322.3K 150.0K 6.1K 478.4K 0.00%
128 2006 Robert P. Ingle, II Chairman and Vice President – Operations 322.3K 150.0K 6.1K 478.4K 0.00%
129 2006 Ronald B. Freeman Vice President Finance, Chief Financial Officer 196.0K 70.0K 1.4K 267.4K 0.00%
130 2006 Ronald B. Freeman Vice President Finance, Chief Financial Officer 196.0K 70.0K 1.4K 267.4K 0.00%
131 2006 Charles L. Gaither, Jr. President, Milkco, Inc. 175.0K 44.6K 3.2K 222.7K 0.00%
132 2006 Charles L. Gaither, Jr. President, Milkco, Inc. 175.0K 44.6K 3.2K 222.7K 0.00%
133 2006 Robert P. Ingle Chief Executive Officer 100.0K 1.5K 101.5K 0.00%
134 2006 Robert P. Ingle Chief Executive Officer 100.0K 1.5K 101.5K 0.00%
135 2005 James W. Lanning President and Chief Operating Officer 250.0K 40.0K 1.9K 291.9K 0.00%
136 2005 James W. Lanning President and Chief Operating Officer 250.0K 40.0K 1.9K 291.9K 0.00%
137 2005 Charles L. Gaither, Jr. President, Milkco, Inc. 175.0K 44.6K 1.3K 220.9K 0.00%
138 2005 Charles L. Gaither, Jr. President, Milkco, Inc. 175.0K 44.6K 1.3K 220.9K 0.00%
139 2005 Robert P. Ingle, II Chairman and Vice President - Operations 170.0K 40.0K 1.9K 211.9K 0.00%
140 2005 Robert P. Ingle, II Chairman and Vice President - Operations 170.0K 40.0K 1.9K 211.9K 0.00%
141 2005 Robert P. Ingle, II Chairman and Vice President – Operations 170.0K 40.0K 1.9K 211.9K 0.00%
142 2005 Brenda S. Tudor Former Vice President – Finance, Chief Financial Officer and Treasurer 144.5K 20.0K 1.6K 166.2K 0.00%
143 2005 Robert P. Ingle Chief Executive Officer 100.0K 966.00 101.0K 0.00%
144 2005 Robert P. Ingle Chief Executive Officer 100.0K 966.00 101.0K 0.00%
145 2005 Ronald B. Freeman Vice President – Finance, Chief Financial Officer 70.0K 15.0K 151.00 85.1K 0.00%
146 2005 Ronald B. Freeman Vice President Finance, Chief Financial Officer 70.0K 15.0K 151.00 85.1K 0.00%
147 2005 Ronald B. Freeman Vice President Finance, Chief Financial Officer 70.0K 15.0K 151.00 85.1K 0.00%
148 2004 James W. Lanning President and Chief Operating Officer 242.8K 40.0K 2.5K 285.3K 0.00%
149 2004 Charles L. Gaither, Jr. President, Milkco, Inc. 175.0K 44.7K 1.5K 221.2K 0.00%
150 2004 Robert P. Ingle, II Chairman and Vice President - Operations 170.0K 40.0K 1.8K 211.8K 0.00%
151 2004 Robert P. Ingle, II Chairman and Vice President – Operations 170.0K 40.0K 1.8K 211.8K 0.00%
152 2004 Brenda S. Tudor Former Vice President – Finance, Chief Financial Officer and Treasurer 175.0K 30.0K 1.8K 206.8K 0.00%
153 2004 Brenda S. Tudor Former Vice President Finance, Chief Financial Officer and Treasurer 175.0K 30.0K 1.8K 206.8K 0.00%
154 2004 Anthony S. Federico Former Vice President-Non-Foods 194.6K 1.0K 195.6K 0.00%
155 2004 Robert P. Ingle Chief Executive Officer 100.0K 1.1K 101.1K 0.00%
156 2004 Ronald B. Freeman Vice President – Finance, Chief Financial Officer
157 2004 Ronald B. Freeman Vice President Finance, Chief Financial Officer
158 2003 Charles L. Gaither, Jr. President, Milkco, Inc. 117.3K 196.3K 1.8K 315.5K 0.00%
159 2003 Charles L. Gaither, Jr. President, Milkco, Inc. 117.3K 196.3K 1.8K 315.5K 0.00%
160 2003 Brenda S. Tudor Vice President Finance, Chief Financial Officer and Treasurer 173.1K 30.0K 2.3K 205.4K 0.00%
161 2003 Brenda S. Tudor Former Vice President – Finance, Chief Financial Officer and Treasurer 173.1K 30.0K 2.3K 205.4K 0.00%
162 2003 Brenda S. Tudor Former Vice President Finance, Chief Financial Officer and Treasurer 173.1K 30.0K 2.3K 205.4K 0.00%
163 2003 Anthony S. Federico Vice President-Non-Foods 130.0K 60.0K 2.3K 192.3K 0.00%
164 2003 Anthony S. Federico Former Vice President-Non-Foods 130.0K 60.0K 2.3K 192.3K 0.00%
165 2003 Robert P. Ingle, II Chairman and Vice President - Operations 152.5K 25.0K 2.0K 179.6K 0.00%
166 2003 Robert P. Ingle, II Chairman and Vice President – Operations 152.5K 25.0K 2.0K 179.6K 0.00%
167 2003 Robert P. Ingle, II Vice President – Operations 152.5K 25.0K 2.0K 179.6K 0.00%
168 2003 James W. Lanning President and Chief Operating Officer 145.6K 2.8K 2.7K 151.0K 0.00%
169 2003 Robert P. Ingle Chief Executive Officer 117.5K 1.5K 119.0K 0.00%
170 2003 Robert P. Ingle Chairman, Chief Executive Officer and Acting President 117.5K 1.5K 119.0K 0.00%
171 2003 Ronald B. Freeman Vice President – Finance, Chief Financial Officer
172 2002 Vaughn C. Fisher Former President and Chief Operating Officer 350.0K 25.0K 4.5K 379.5K 0.00%
173 2002 Charles L. Gaither, Jr. President, Milkco, Inc. 100.0K 271.4K 2.7K 374.1K 0.00%
174 2002 Charles L. Gaither, Jr. President, Milkco, Inc. 100.0K 271.4K 2.7K 374.1K 0.00%
175 2002 Anthony S. Federico Vice President-Non-Foods 130.0K 60.0K 2.6K 192.6K 0.00%
176 2002 Anthony S. Federico Vice President — Non-Foods 130.0K 60.0K 2.6K 192.6K 0.00%
177 2002 Anthony S. Federico Former Vice President-Non-Foods 130.0K 60.0K 2.6K 192.6K 0.00%
178 2002 Brenda S. Tudor Vice President Finance, Chief Financial Officer and Treasurer 150.0K 30.0K 2.5K 182.6K 0.00%
179 2002 Brenda S. Tudor Former Vice President Finance, Chief Financial Officer and Treasurer 150.0K 30.0K 2.5K 182.6K 0.00%
180 2002 Robert P. Ingle Chairman, Chief Executive Officer and Acting President 170.0K 2.4K 172.5K 0.00%
181 2002 Robert P. Ingle Chief Executive Officer 170.0K 2.4K 172.5K 0.00%
182 2002 Robert P. Ingle, II Vice President – Operations 100.0K 25.0K 2.1K 127.1K 0.00%
183 2002 Robert P. Ingle, II Chairman and Vice President – Operations 100.0K 25.0K 2.1K 127.1K 0.00%
184 2002 James W. Lanning President and Chief Operating Officer 65.0K 10.2K 1.6K 76.8K 0.00%
185 2001 Vaughn C. Fisher Former President and Chief Operating Officer 350.0K 25.0K 3.2K 378.2K 0.00%
186 2001 Charles L. Gaither, Jr. President, Milkco, Inc. 100.0K 199.5K 3.3K 302.8K 0.00%
187 2001 Anthony S. Federico Vice President-Non-Foods 130.0K 60.0K 2.7K 192.7K 0.00%
188 2001 Anthony S. Federico Vice President — Non-Foods 130.0K 60.0K 2.7K 192.7K 0.00%
189 2001 Brenda S. Tudor Vice President Finance, Chief Financial Officer and Treasurer 150.0K 30.0K 2.5K 182.5K 0.00%
190 2001 Robert P. Ingle Chairman, Chief Executive Officer and Acting President 170.0K 2.4K 172.4K 0.00%
191 2001 Robert P. Ingle, II Vice President – Operations 97.3K 25.0K 1.8K 124.1K 0.00%
192 2000 Vaughn C. Fisher Former President and Chief Operating Officer 350.0K 25.0K 4.2K 379.2K 0.00%
193 2000 Charles L. Gaither, Jr. President, Milkco, Inc. 100.0K 162.5K 2.7K 265.2K 0.00%
194 2000 Anthony S. Federico Vice President — Non-Foods 130.0K 61.6K 2.2K 193.7K 0.00%
195 2000 Robert P. Ingle Chairman, Chief Executive Officer and 170.0K 2.1K 172.2K 0.00%
196 2000 Brenda S. Tudor Vice President Finance, Chief Financial Officer and 141.4K 26.7K 1.6K 169.7K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-27 DEFA14A
2026-04-23 DEFA14A
2026-04-20 DEFA14A
2026-04-20 DEFA14A
2026-04-17 DEFA14A
2026-04-16 DEFA14A
2026-04-13 DEFA14A
2026-04-10 DEFA14A
2026-04-10 DEFA14A
2026-04-08 DEFA14A
2026-04-01 DEFA14A
2025-01-17 DEFA14A
2025-01-17 DEF 14A
2024-01-04 DEFA14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 10-Q
2026-05-05 8-K
2026-04-30 DFAN14A
2026-04-28 DFAN14A
2026-04-27 DFAN14A
2026-04-27 DEFA14A
2026-04-23 DEFA14A
2026-04-20 DFAN14A
2026-04-20 DEFA14A

Executive team

NameTitleCompensationGender
James W. Lanning Chief Executive Officer, Chief Operating Officer, President & Director 3M male
Patricia E. Jackson Chief Financial Officer, Vice President of Finance & Director 802.1K female
Michael David Hogan President of Milkco 475.3K male
Catherine L. Phillips Controller
Cynthia L. Brooks Vice President of Human Resources female
ESG Rating
B+
GROCERY STORES
2012
E (Environmental)
60.0 / 60.5
Company / Sector avg.
S (Social)
64.4 / 78.1
Company / Sector avg.
G (Governance)
67.6 / 64.2
Company / Sector avg.
ESG Total
64.0 / 67.6
Company / Sector avg.
ESG Score History GROCERY STORES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2022-09-30 2022-10-12 Virginia Foxx NC05 Joint Sale (Full) $15,001 - $50,000
2022-08-30 2022-09-08 Virginia Foxx NC05 Joint Purchase $50,001 - $100,000
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