JELD-WEN Holding, Inc. (JELD)
Charlotte, NC, US
JELD-WEN Holding, Inc. is a leading company focused on the design, manufacturing, and distribution of doors and windows, primarily operating across North America, Europe, and Australasia. The company offers a comprehensive range of door products for both residential and commercial applications, including interior and exterior designs, patio doors, and sophisticated folding or sliding wall systems. Its window selection features various materials such as wood, vinyl, aluminum, and wood composites. Beyond these core offerings, JELD-WEN also supplies a variety of complementary products and services. These encompass shower enclosures, wardrobes, moldings, trim boards, lumber, cutstocks, glass, staircases, hardware, locks, cabinets, and screens, as well as molded door skins and various installation and support services. The company markets its products under a portfolio of well-recognized brands, including JELD-WEN, Swedoor, DANA, Corinthian, Stegbar, LaCantina, VPI, and Breezway. JELD-WEN serves a broad customer base that spans wholesale distributors, retailers, independent contractors, and individual consumers. Established in 1960, the company's main office is located in Charlotte, North Carolina.
Based on only 1 article — low confidence
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.48% | -8.72% | +49.52% | -34.31% | -28.64% | -36.18% | -63.99% | -88.91% | -94.19% | -93.99% | -93.99% |
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
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 4 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 2 |
1.68
+37.1%
|
| Last Quarter | 2 |
1.68
+37.1%
|
| Last Year | 7 |
2.42
+97.6%
|
| All Time | 23 |
12.30
+904.1%
|
-
Revenue growth Construction: +2.5%-15.0% Q1'26: -6.9% (vs Q1'25)
-
EPS growth Construction: +11.1%-226.6% Q1'26: +59.8% (vs Q1'25)
-
FCF margin FCF growth · Construction: +30.9%-18.5% Q1'26: -16.1% (vs Q1'25)
-
EBIT margin Construction: +8.5%-12.7% Q1'26: -7.4% (vs Q1'25)
-
ROIC Construction: +6.4%-28.1% Q1'26: -15.6% (vs Q1'25)
-
Share dilution Construction: +0.4%+0.5% Q1'26: +1.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Construction: 0.05×-5.06× Q1'26: -103.41× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 2 EPS Ana. |
Dec 2027 4 Rev. Ana. 3 EPS Ana. |
Dec 2028 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
3.67B
est: 3.65B (+0.4%)
|
3.76B
est: 3.79B (-0.7%)
|
4.35B
est: 4.35B (-0.1%)
|
4.29B
est: 4.27B (+0.5%)
|
4.24B
est: 4.19B (+1.1%)
|
4.18B
est: 4.70B (-11.1%)
|
4.54B
est: 5.02B (-9.5%)
|
4.30B
est: 4.04B (+6.5%)
|
3.78B
est: 3.73B (+1.3%)
|
3.21B
est: 3.15B (+1.8%)
|
3.09B
3.07B – 3.12B
-1.9% YoY
|
3.16B
3.11B – 3.21B
+2.2% YoY
|
3.26B
3.26B – 3.26B
+3.2% YoY
|
| EBITDA |
315.91M
est: 214.71M (+47.1%)
|
329.97M
est: 328.10M (+0.6%)
|
327.03M
est: 332.41M (-1.6%)
|
325.79M
est: 408.86M (-20.3%)
|
326.10M
est: 262.89M (+24.0%)
|
364.99M
est: 387.41M (-5.8%)
|
244.52M
est: 366.43M (-33.3%)
|
301.02M
est: 101.18M (+197.5%)
|
22.21M
est: 93.26M (-76.2%)
|
-294.76M
est: 78.95M (-473.3%)
|
77.45M
76.76M – 78.01M
-1.9% YoY
|
79.15M
77.84M – 80.32M
+2.2% YoY
|
81.67M
81.67M – 81.67M
+3.2% YoY
|
| EBIT |
207.91M
est: 98.20M (+111.7%)
|
221.34M
est: 258.05M (-14.2%)
|
201.93M
est: 111.12M (+81.7%)
|
191.82M
est: 223.15M (-14.0%)
|
191.48M
est: 153.83M (+24.5%)
|
227.75M
est: 253.24M (-10.1%)
|
112.77M
est: 213.40M (-47.2%)
|
160.83M
est: -30.39M (+629.3%)
|
-103.58M
est: -28.01M (-269.8%)
|
-407.14M
est: -23.71M (-1,617.2%)
|
-23.26M
-23.43M – -23.05M
+1.9% YoY
|
-23.77M
-24.12M – -23.37M
-2.2% YoY
|
-24.53M
-24.53M – -24.53M
-3.2% YoY
|
| Net Income |
357.50M
est: 129.77M (+175.5%)
|
10.80M
est: -30.74M (+135.1%)
|
144.30M
est: 143.34M (+0.7%)
|
62.97M
est: 90.68M (-30.6%)
|
91.59M
est: 75.49M (+21.3%)
|
168.82M
est: 159.10M (+6.1%)
|
45.73M
est: 138.54M (-67.0%)
|
62.45M
est: -51.95M (+220.2%)
|
-189.02M
est: 69.17M (-373.3%)
|
-621.21M
est: -61.88M (-903.8%)
|
-58.82M
-59.44M – -58.21M
+4.9% YoY
|
-25.74M
-29.17M – -10.25M
+56.2% YoY
|
5.80M
5.74M – 5.86M
+122.5% YoY
|
| SGA |
589.40M
est: 568.29M (+3.7%)
|
558.79M
est: 565.31M (-1.2%)
|
733.70M
est: 776.52M (-5.5%)
|
671.31M
est: 969.27M (-30.7%)
|
704.36M
est: 561.81M (+25.4%)
|
603.78M
est: 628.79M (-4.0%)
|
649.14M
est: 806.23M (-19.5%)
|
661.83M
est: 634.20M (+4.4%)
|
644.05M
est: 584.56M (+10.2%)
|
554.54M
est: 494.87M (+12.1%)
|
485.46M
481.16M – 488.96M
-1.9% YoY
|
496.14M
487.87M – 503.44M
+2.2% YoY
|
511.94M
511.94M – 511.94M
+3.2% YoY
|
| EPS |
-0.19
est: 1.53 (-112.4%)
|
0.10
est: 1.62 (-93.8%)
|
1.38
est: 1.50 (-8.1%)
|
0.63
est: 1.21 (-47.9%)
|
0.91
est: 1.50 (-39.4%)
|
1.87
est: 1.85 (+0.9%)
|
0.54
est: 1.67 (-67.7%)
|
0.73
est: -0.61 (+219.9%)
|
-2.22
est: 0.81 (-375.8%)
|
-7.25
est: -0.73 (-899.4%)
|
-0.69
-0.70 – -0.68
+4.9% YoY
|
-0.21
-0.34 – -0.12
+69.0% YoY
|
0.07
0.07 – 0.07
+131.8% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-06 | UBS | Neutral | Neutral | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-30 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-29 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-28 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-27 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-24 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-23 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-22 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-21 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-20 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-17 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-16 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Gerald W. Schwartz | 32.88M | 32.70% | — | 32.88M | — | 32.88M | IN | — | 2020-02-13 | ↗ |
| 2 | TURTLE CREEK ASSET MANAGEMENT INC. | 11.69M | 13.00% | 11.69M | — | 11.69M | — | FI | Canada | 2022-04-11 | ↗ |
| 3 | Fuller & Thaler Asset Management, Inc. | 9.41M | 11.17% | 9.23M | — | 9.41M | — | IA | California | 2022-10-11 | ↗ |
| 4 | (1) BlackRock, Inc. | 8.58M | 10.10% | 8.10M | — | 8.58M | — | HC | Delaware | 2024-01-08 | ↗ |
| 5 | PZENA INVESTMENT MANAGEMENT, LLC | 7.35M | 8.60% | 6.30M | — | 7.35M | — | IA | DELAWARE | 2024-02-08 | ↗ |
| 6 | Abigail P. Johnson | 7.26M | 8.61% | — | — | 7.26M | — | IN | Delaware | 2022-09-12 | ↗ |
| 7 | FMR LLC | 7.26M | 8.61% | 7.21M | — | 7.26M | — | HC | Delaware | 2022-09-12 | ↗ |
| 8 | Hound Partners, LLC | 7.18M | 6.96% | — | 7.18M | — | 7.18M | OO | Delaware | 2019-02-14 | ↗ |
| 9 | Jonathan Auerbach* | 7.18M | 6.96% | — | 7.18M | — | 7.18M | IN | Delaware | 2019-02-14 | ↗ |
| 10 | Hound Performance, LLC | 6.94M | 6.73% | — | 6.94M | — | 6.94M | OO | Delaware | 2019-02-14 | ↗ |
| 11 | Wellington Group Holdings LLP | 5.72M | 5.43% | — | 4.17M | — | — | HC | Massachusetts | 2018-02-08 | ↗ |
| 12 | Wellington Investment Advisors Holdings LLP | 5.72M | 5.43% | — | 4.17M | — | — | HC | Massachusetts | 2018-02-08 | ↗ |
| 13 | Wellington Management Group LLP | 5.72M | 5.43% | — | 4.17M | — | — | HC | Massachusetts | 2018-02-08 | ↗ |
| 14 | The Vanguard Group | 5.62M | 5.33% | 130.8K | 5.0K | 5.49M | 130.5K | IA | Pennsylvania | 2018-02-08 | ↗ |
| 15 | Wellington Management Company LLP | 5.45M | 5.17% | — | 4.08M | — | — | IA | Massachusetts | 2018-02-08 | ↗ |
| 16 | BP EI LLC | — | 0.00% | — | — | — | — | OO | Ontario, Canada | 2022-01-27 | ↗ |
| 17 | Gerald W. Schwartz | — | 0.00% | — | — | — | — | IN | Ontario, Canada | 2022-01-27 | ↗ |
| 18 | New PCo II Investments Ltd. | — | 0.00% | — | — | — | — | OO | Ontario, Canada | 2022-01-27 | ↗ |
| 19 | Onex BP Co-Invest LP | — | 0.00% | — | — | — | — | PN | Ontario, Canada | 2022-01-27 | ↗ |
| 20 | Onex Corporation | — | 0.00% | — | — | — | — | CO | Ontario, Canada | 2022-01-27 | ↗ |
| 21 | Onex Partners III GP LP | — | 0.00% | — | — | — | — | PN | Ontario, Canada | 2022-01-27 | ↗ |
| 22 | Onex Partners III LP | — | 0.00% | — | — | — | — | PN | Ontario, Canada | 2022-01-27 | ↗ |
| 23 | Onex Partners III PV LP | — | 0.00% | — | — | — | — | PN | Ontario, Canada | 2022-01-27 | ↗ |
| 24 | Onex Partners III Select LP | — | 0.00% | — | — | — | — | PN | Ontario, Canada | 2022-01-27 | ↗ |
| 25 | Onex US Principals LP | — | 0.00% | — | — | — | — | PN | Ontario, Canada | 2022-01-27 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | TURTLE CREEK ASSET MANAGEMENT INC. | 16.63M +— (+0.0%) | 40.90M -40.7M (-49.9%) | 19.48% -0.080 pp | 1.80% -0.664 pp | USD19.34 -87.3% | 18 qtrs — |
| 2 | BLACKROCK, INC. | 6.68M -199.9K (-2.9%) | 16.44M -17.4M (-51.4%) | 7.83% -0.267 pp | 0.00% 0.000 pp | USD15.81 -84.4% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 5.02M +2.1K (+0.0%) | 12.36M -12.3M (-49.9%) | 5.89% -0.022 pp | 0.00% 0.000 pp | USD26.24 -90.6% | 36 qtrs — |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.43M +840.0K (+23.4%) | 10.90M -6.7M (-38.2%) | 5.19% +0.967 pp | 0.00% -0.001 pp | USD11.02 -77.7% | 36 qtrs — |
| 5 | D. E. SHAW & CO., INC. | 4.18M +1.1M (+36.8%) | 10.28M -4.7M (-31.4%) | 4.90% +1.304 pp | 0.01% -0.003 pp | USD5.05 -51.3% | 25 qtrs — |
| 6 | MILLER VALUE PARTNERS, LLC | 4.13M +2.1M (+99.8%) | 10.17M +12.2K (+0.1%) | 4.84% +2.410 pp | 3.58% -0.149 pp | USD3.62 -32.0% | 4 qtrs — |
| 7 | FEDERATED HERMES, INC. | 3.34M +1.0M (+45.6%) | 8.21M -3.0M (-27.1%) | 3.91% +1.214 pp | 0.01% -0.006 pp | USD4.43 -44.5% | 24 qtrs — |
| 8 | AMERICAN CENTURY COMPANIES INC | 2.86M -393.3K (-12.1%) | 7.02M -8.9M (-56.0%) | 3.35% -0.476 pp | 0.00% -0.005 pp | USD14.68 -83.2% | 12 qtrs — |
| 9 | DIMENSIONAL FUND ADVISORS LP | 2.79M -173.2K (-5.8%) | 6.87M -7.7M (-52.8%) | 3.27% -0.217 pp | 0.00% -0.002 pp | USD17.76 -86.1% | 32 qtrs — |
| 10 | JACOBS LEVY EQUITY MANAGEMENT, INC | 2.31M -83.5K (-3.5%) | 5.69M -6.1M (-51.6%) | 2.71% -0.109 pp | 0.02% -0.025 pp | USD4.61 -46.6% | 5 qtrs — |
| 11 | MILLENNIUM MANAGEMENT LLC | 2.08M -596.7K (-22.3%) | 5.11M -8.0M (-61.1%) | 2.43% -0.712 pp | 0.00% -0.004 pp | USD6.12 -59.8% | 28 qtrs — |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 2.03M +13.7K (+0.7%) | 4.99M -4.9M (-49.6%) | 2.38% +0.006 pp | 0.00% 0.000 pp | USD24.06 -89.8% | 36 qtrs — |
| 13 | ONE FIN CAPITAL MANAGEMENT LP | 2.00M +2.0M (+100.0%) | 4.92M +4.9M (+100.0%) | 2.34% +2.344 pp | 1.59% +1.593 pp | USD2.46 +0.0% | 1 qtrs NEW |
| 14 | STATE STREET CORP | 1.80M -5.6K (-0.3%) | 4.42M -4.4M (-50.1%) | 2.10% -0.015 pp | 0.00% 0.000 pp | USD28.64 -91.4% | 36 qtrs — |
| 15 | ALBERTA INVESTMENT MANAGEMENT CORP | 1.66M +— (+0.0%) | 4.08M -4.1M (-49.9%) | 1.94% -0.008 pp | 0.02% -0.034 pp | USD7.52 -67.3% | 5 qtrs — |
| 16 | MORGAN STANLEY | 1.04M -610.8K (-36.9%) | 2.57M -5.6M (-68.4%) | 1.22% -0.724 pp | 0.00% 0.000 pp | USD8.55 -71.2% | 36 qtrs — |
| 17 | ASSENAGON ASSET MANAGEMENT S.A. | 1.01M +311.7K (+44.9%) | 2.47M -932.7K (-27.4%) | 1.18% +0.362 pp | 0.00% -0.001 pp | USD4.15 -40.7% | 2 qtrs — |
| 18 | AQR CAPITAL MANAGEMENT LLC | 792.9K -84.7K (-9.6%) | 1.95M -2.4M (-54.7%) | 0.93% -0.103 pp | 0.00% -0.002 pp | USD7.14 -65.5% | 21 qtrs — |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 707.2K -159.7K (-18.4%) | 1.74M -2.5M (-59.1%) | 0.83% -0.191 pp | 0.00% -0.003 pp | USD4.84 -49.2% | 3 qtrs — |
| 20 | VERITION FUND MANAGEMENT LLC | 699.4K +648.6K (+1,276.1%) | 1.72M +1.5M (+589.5%) | 0.82% +0.760 pp | 0.01% +0.006 pp | USD2.76 -10.9% | 5 qtrs — |
| 21 | NORTHERN TRUST CORP | 640.6K -68.6K (-9.7%) | 1.58M -1.9M (-54.7%) | 0.75% -0.084 pp | 0.00% 0.000 pp | USD29.42 -91.6% | 36 qtrs — |
| 22 | ALLIANZ ASSET MANAGEMENT GMBH | 636.0K +187.9K (+41.9%) | 1.56M -635.6K (-28.9%) | 0.75% +0.218 pp | 0.00% -0.001 pp | USD7.17 -65.7% | 10 qtrs — |
| 23 | MARSHALL WACE, LLP | 589.4K -640.7K (-52.1%) | 1.45M -4.6M (-76.0%) | 0.69% -0.757 pp | 0.00% -0.005 pp | USD4.59 -46.4% | 4 qtrs — |
| 24 | GOLDMAN SACHS GROUP INC | 543.2K -34.9K (-6.0%) | 1.34M -1.5M (-52.9%) | 0.64% -0.044 pp | 0.00% 0.000 pp | USD9.12 -73.0% | 36 qtrs — |
| 25 | CITADEL ADVISORS LLC | 533.4K +221.8K (+71.2%) | 1.31M -218.0K (-14.2%) | 0.63% +0.258 pp | 0.00% +0.000 pp | USD5.83 -57.8% | 36 qtrs — |
| 26 | VOLEON CAPITAL MANAGEMENT LP | 503.7K +503.7K (+100.0%) | 1.24M +1.2M (+100.0%) | 0.59% +0.590 pp | 0.03% +0.027 pp | USD2.46 +0.0% | 3 qtrs — |
| 27 | JPMORGAN CHASE & CO | 435.6K +41.7K (+10.6%) | 1.07M -862.5K (-44.6%) | 0.51% +0.047 pp | 0.00% +0.000 pp | USD8.50 -71.1% | 36 qtrs — |
| 28 | AMERIPRISE FINANCIAL INC | 352.5K -4.4K (-1.2%) | 867.2K -885.4K (-50.5%) | 0.41% -0.007 pp | 0.00% 0.000 pp | USD5.63 -56.3% | 18 qtrs — |
| 29 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 312.5K -222.6K (-41.6%) | 768.6K -1.9M (-70.7%) | 0.37% -0.263 pp | 0.02% -0.040 pp | USD14.12 -82.6% | 10 qtrs — |
| 30 | EMPOWERED FUNDS, LLC | 312.5K -76.4K (-19.6%) | 768.6K -1.1M (-59.7%) | 0.37% -0.091 pp | 0.01% -0.013 pp | USD13.91 -82.3% | 10 qtrs — |
| 31 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 294.0K -1.7M (-85.2%) | 723.4K -9.0M (-92.6%) | 0.34% -1.987 pp | 0.00% -0.006 pp | USD4.91 -49.9% | 2 qtrs — |
| 32 | BANK OF AMERICA CORP /DE/ | 277.7K -85.3K (-23.5%) | 683.2K -1.1M (-61.7%) | 0.33% -0.102 pp | 0.00% 0.000 pp | USD17.75 -86.1% | 36 qtrs — |
| 33 | BANK OF NEW YORK MELLON CORP | 269.9K -9.5K (-3.4%) | 664.0K -707.7K (-51.6%) | 0.32% -0.012 pp | 0.00% 0.000 pp | USD19.47 -87.4% | 36 qtrs — |
| 34 | NUVEEN, LLC | 219.7K +— (+0.0%) | 540.5K -538.3K (-49.9%) | 0.26% -0.001 pp | 0.00% 0.000 pp | USD5.97 -58.8% | 4 qtrs — |
| 35 | ENGINEERS GATE MANAGER LP | 205.6K -38.7K (-15.9%) | 505.8K -694.0K (-57.8%) | 0.24% -0.047 pp | 0.01% -0.008 pp | USD4.42 -44.3% | 5 qtrs — |
| 36 | BARCLAYS PLC | 205.0K +48.1K (+30.6%) | 504.3K -2.0M (-79.7%) | 0.24% +0.056 pp | 0.00% -0.001 pp | USD11.07 -77.8% | 35 qtrs — |
| 37 | INSPIRE INVESTING, LLC | 193.4K +100.4K (+107.9%) | 475.8K +19.0K (+4.2%) | 0.23% +0.117 pp | 0.04% -0.002 pp | USD4.88 -49.6% | 10 qtrs — |
| 38 | LOS ANGELES CAPITAL MANAGEMENT LLC | 93.9K -23.6K (-20.1%) | 412.2K -164.7K (-28.5%) | 0.11% -0.028 pp | 0.00% -0.001 pp | USD4.91 -49.9% | 2 qtrs — |
| 39 | TWO SIGMA INVESTMENTS, LP | 167.0K -123.9K (-42.6%) | 410.9K -1.0M (-71.2%) | 0.20% -0.147 pp | 0.00% -0.002 pp | USD4.10 -40.0% | 16 qtrs — |
| 40 | EXCHANGE TRADED CONCEPTS, LLC | 165.0K -2.0K (-1.2%) | 405.9K -414.0K (-50.5%) | 0.19% -0.003 pp | 0.00% -0.004 pp | USD5.97 -58.8% | 5 qtrs — |
| 41 | WOLVERINE ASSET MANAGEMENT LLC | 163.3K +— (+0.0%) | 401.8K -400.2K (-49.9%) | 0.19% -0.001 pp | 0.00% -0.003 pp | USD6.89 -64.3% | 5 qtrs — |
| 42 | RUSSELL INVESTMENTS GROUP, LTD. | 163.2K -10.6K (-6.1%) | 401.6K -451.9K (-53.0%) | 0.19% -0.013 pp | 0.00% -0.001 pp | USD7.75 -68.3% | 26 qtrs — |
| 43 | OCCUDO QUANTITATIVE STRATEGIES LP | 161.6K +161.6K (+100.0%) | 397.6K +397.6K (+100.0%) | 0.19% +0.189 pp | 0.03% +0.027 pp | USD2.46 +0.0% | 4 qtrs — |
| 44 | INVESCO LTD. | 155.6K +18.6K (+13.6%) | 382.8K -289.8K (-43.1%) | 0.18% +0.021 pp | 0.00% +0.000 pp | USD11.37 -78.4% | 33 qtrs — |
| 45 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 155.3K +5.8K (+3.9%) | 382.0K -351.9K (-48.0%) | 0.18% +0.006 pp | 0.00% -0.001 pp | USD4.32 -43.1% | 35 qtrs — |
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 140.6K -14.3K (-9.2%) | 346.0K -414.8K (-54.5%) | 0.16% -0.018 pp | 0.00% +0.000 pp | USD7.26 -66.1% | 34 qtrs — |
| 47 | TUDOR INVESTMENT CORP ET AL | 136.6K -373.9K (-73.2%) | 335.9K -2.2M (-86.6%) | 0.16% -0.441 pp | 0.00% -0.004 pp | USD4.91 -49.9% | 2 qtrs — |
| 48 | BNP PARIBAS ARBITRAGE, SNC | 120.4K +72.6K (+152.0%) | 296.2K +61.6K (+26.2%) | 0.14% +0.085 pp | 0.00% +0.000 pp | USD4.34 -43.3% | 36 qtrs — |
| 49 | UBS ASSET MANAGEMENT AMERICAS INC | 118.6K +102.0 (+0.1%) | 291.7K -290.0K (-49.9%) | 0.14% 0.000 pp | 0.00% 0.000 pp | USD8.77 -71.9% | 35 qtrs — |
| 50 | RHUMBLINE ADVISERS | 117.8K -12.3K (-9.5%) | 289.9K -349.1K (-54.6%) | 0.14% -0.015 pp | 0.00% 0.000 pp | USD20.87 -88.2% | 35 qtrs — |
| 51 | LSV ASSET MANAGEMENT | 102.2K -19.9K (-16.3%) | 251.0K -349.0K (-58.2%) | 0.12% -0.024 pp | 0.00% -0.001 pp | USD16.35 -85.0% | 13 qtrs — |
| 52 | CAPTION MANAGEMENT, LLC | 101.0K +101.0K (+100.0%) | 248.5K +248.5K (+100.0%) | 0.12% +0.118 pp | 0.00% +0.002 pp | USD2.46 +0.0% | 1 qtrs NEW |
| 53 | GRAHAM CAPITAL MANAGEMENT, L.P. | 100.3K +55.7K (+125.0%) | 246.6K +27.9K (+12.8%) | 0.12% +0.065 pp | 0.01% +0.002 pp | USD3.11 -20.9% | 3 qtrs — |
| 54 | WELLS FARGO & COMPANY/MN | 95.5K +25.1K (+35.8%) | 234.9K -110.5K (-32.0%) | 0.11% +0.029 pp | 0.00% +0.000 pp | USD8.98 -72.6% | 36 qtrs — |
| 55 | JUMP FINANCIAL, LLC | 89.9K +89.9K (+100.0%) | 221.3K +221.3K (+100.0%) | 0.11% +0.105 pp | 0.00% +0.003 pp | USD2.46 +0.0% | 1 qtrs NEW |
| 56 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 89.7K -352.4K (-79.7%) | 220.6K -1.9M (-89.8%) | 0.11% -0.415 pp | 0.00% -0.031 pp | USD4.03 -39.0% | 4 qtrs — |
| 57 | CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 89.3K +84.7K (+1,859.3%) | 219.6K +197.2K (+881.6%) | 0.10% +0.099 pp | 0.05% +0.038 pp | USD2.59 -5.0% | 4 qtrs — |
| 58 | RAFFERTY ASSET MANAGEMENT, LLC | 79.0K +11.5K (+16.9%) | 194.4K -137.4K (-41.4%) | 0.09% +0.013 pp | 0.00% 0.000 pp | USD7.59 -67.6% | 23 qtrs — |
| 59 | ARISTIDES CAPITAL LLC | 72.5K +72.5K (+100.0%) | 178.4K +178.4K (+100.0%) | 0.09% +0.085 pp | 0.03% +0.032 pp | USD2.46 +0.0% | 1 qtrs NEW |
| 60 | DEUTSCHE BANK AG\ | 66.6K +3.3K (+5.2%) | 163.9K -147.1K (-47.3%) | 0.08% +0.004 pp | 0.00% 0.000 pp | USD11.98 -79.5% | 36 qtrs — |
| 61 | LPL FINANCIAL LLC | 65.5K +38.9K (+146.2%) | 161.1K +30.5K (+23.4%) | 0.08% +0.045 pp | 0.00% +0.000 pp | USD3.46 -28.9% | 4 qtrs — |
| 62 | CIBC WORLD MARKET INC. | 63.6K +699.0 (+1.1%) | 156.4K -152.3K (-49.3%) | 0.07% +0.001 pp | 0.00% 0.000 pp | USD19.62 -87.5% | 17 qtrs — |
| 63 | FMR LLC | 63.6K +52.6K (+479.2%) | 156.4K +102.5K (+190.2%) | 0.07% +0.062 pp | 0.00% +0.000 pp | USD3.01 -18.3% | 36 qtrs — |
| 64 | PRICE T ROWE ASSOCIATES INC /MD/ | 63.2K -18.5K (-22.7%) | 156.0K -246.0K (-61.2%) | 0.07% -0.022 pp | 0.00% +0.000 pp | USD13.69 -82.0% | 36 qtrs — |
| 65 | XTX TOPCO LTD | 61.7K +61.7K (+100.0%) | 151.7K +151.7K (+100.0%) | 0.07% +0.072 pp | 0.00% +0.004 pp | USD2.46 +0.0% | 1 qtrs NEW |
| 66 | QUANTBOT TECHNOLOGIES LP | 61.4K -84.2K (-57.8%) | 151.0K -563.6K (-78.9%) | 0.07% -0.099 pp | 0.01% -0.014 pp | USD4.91 -49.9% | 7 qtrs — |
| 67 | STATE OF WISCONSIN INVESTMENT BOARD | 59.8K -69.1K (-53.6%) | 147.1K -485.6K (-76.7%) | 0.07% -0.082 pp | 0.00% -0.001 pp | USD5.50 -55.3% | 16 qtrs — |
| 68 | ALLIANCEBERNSTEIN L.P. | 58.9K -27.0K (-31.4%) | 144.9K -277.0K (-65.7%) | 0.07% -0.032 pp | 0.00% 0.000 pp | USD26.30 -90.6% | 36 qtrs — |
| 69 | POINT72 ASSET MANAGEMENT, L.P. | 55.3K +55.3K (+100.0%) | 136.1K +136.1K (+100.0%) | 0.06% +0.065 pp | 0.00% +0.000 pp | USD2.46 +0.0% | 1 qtrs NEW |
| 70 | STRS OHIO | 52.1K +— (+0.0%) | 128.2K -127.6K (-49.9%) | 0.06% 0.000 pp | 0.00% -0.001 pp | USD13.73 -82.1% | 11 qtrs — |
| 71 | COLDSTREAM CAPITAL MANAGEMENT INC | 49.6K -50.1K (-50.3%) | 121.9K -367.3K (-75.1%) | 0.06% -0.059 pp | 0.00% -0.005 pp | USD4.91 -49.9% | 4 qtrs — |
| 72 | QUADRATURE CAPITAL LTD | 47.6K +28.1K (+144.1%) | 117.0K +21.4K (+22.4%) | 0.06% +0.033 pp | 0.00% +0.000 pp | USD3.93 -37.4% | 5 qtrs — |
| 73 | CITIGROUP INC | 44.4K +7.5K (+20.2%) | 109.2K -72.1K (-39.8%) | 0.05% +0.009 pp | 0.00% +0.000 pp | USD13.74 -82.1% | 36 qtrs — |
| 74 | HSBC HOLDINGS PLC | 44.2K +12.6K (+39.7%) | 108.8K -46.4K (-29.9%) | 0.05% +0.015 pp | 0.00% +0.000 pp | USD7.68 -68.0% | 28 qtrs — |
| 75 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 39.5K +4.0 (+0.0%) | 97.2K -96.8K (-49.9%) | 0.05% 0.000 pp | 0.00% 0.000 pp | USD12.79 -80.8% | 7 qtrs — |
| 76 | INTECH INVESTMENT MANAGEMENT LLC | 37.8K +4.2K (+12.5%) | 92.9K -71.9K (-43.6%) | 0.04% +0.005 pp | 0.00% -0.001 pp | USD10.21 -75.9% | 6 qtrs — |
| 77 | CANADA PENSION PLAN INVESTMENT BOARD | 37.4K +19.8K (+112.5%) | 92.0K +5.6K (+6.5%) | 0.04% +0.023 pp | 0.00% +0.000 pp | USD4.63 -46.9% | 5 qtrs — |
| 78 | PRELUDE CAPITAL MANAGEMENT, LLC | 35.2K +11.5K (+48.3%) | 86.6K -30.0K (-25.7%) | 0.04% +0.013 pp | 0.01% -0.003 pp | USD4.50 -45.3% | 13 qtrs — |
| 79 | UBS GROUP AG | 35.2K -57.2K (-61.9%) | 86.5K -367.0K (-80.9%) | 0.04% -0.068 pp | 0.00% 0.000 pp | USD10.17 -75.8% | 36 qtrs — |
| 80 | TWO SIGMA ADVISERS, LP | 34.9K -102.7K (-74.6%) | 85.9K -589.8K (-87.3%) | 0.04% -0.121 pp | 0.00% -0.001 pp | USD4.54 -45.8% | 36 qtrs — |
| 81 | PHIL A. YOUNKER & ASSOCIATES, LTD. | 32.0K +10.0K (+45.5%) | 78.7K -29.3K (-27.1%) | 0.04% +0.012 pp | 0.05% -0.028 pp | USD4.14 -40.6% | 2 qtrs — |
| 82 | METLIFE INVESTMENT MANAGEMENT, LLC | 31.1K -19.4K (-38.5%) | 76.4K -171.5K (-69.2%) | 0.04% -0.023 pp | 0.00% -0.001 pp | USD21.23 -88.4% | 33 qtrs — |
| 83 | VIRTU FINANCIAL LLC | 30.5K -219.0 (-0.7%) | 75.0K -76.0K (-50.3%) | 0.04% 0.000 pp | 0.00% -0.006 pp | USD4.08 -39.7% | 3 qtrs — |
| 84 | JANE STREET GROUP, LLC | 29.8K -291.0K (-90.7%) | 73.4K -1.5M (-95.3%) | 0.03% -0.343 pp | 0.00% 0.000 pp | USD7.13 -65.5% | 9 qtrs — |
| 85 | SIMPLEX TRADING, LLC | 29.4K -24.4K (-45.3%) | 72.4K -191.6K (-72.6%) | 0.03% -0.029 pp | 0.00% 0.000 pp | USD5.20 -52.7% | 9 qtrs — |
| 86 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 27.4K -3.1K (-10.3%) | 67.4K -82.5K (-55.0%) | 0.03% -0.004 pp | 0.00% 0.000 pp | USD24.55 -90.0% | 35 qtrs — |
| 87 | SCHONFELD STRATEGIC ADVISORS LLC | 26.3K -44.8K (-63.0%) | 64.7K -284.5K (-81.5%) | 0.03% -0.053 pp | 0.00% -0.002 pp | USD5.52 -55.4% | 5 qtrs — |
| 88 | NEW YORK STATE COMMON RETIREMENT FUND | 25.8K +— (+0.0%) | 63.5K -63.3K (-49.9%) | 0.03% 0.000 pp | 0.00% 0.000 pp | USD23.78 -89.7% | 35 qtrs — |
| 89 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 24.3K +— (+0.0%) | 59.8K -59.6K (-49.9%) | 0.03% 0.000 pp | 0.00% 0.000 pp | USD17.15 -85.7% | 33 qtrs — |
| 90 | WEALTHFRONT ADVISERS LLC | 22.8K +22.8K (+100.0%) | 56.1K +56.1K (+100.0%) | 0.03% +0.027 pp | 0.00% +0.000 pp | USD2.46 +0.0% | 1 qtrs NEW |
| 91 | JAIN GLOBAL LLC | 22.8K -49.7K (-68.6%) | 56.1K -299.9K (-84.3%) | 0.03% -0.059 pp | 0.00% -0.001 pp | USD4.61 -46.6% | 4 qtrs — |
| 92 | PNC FINANCIAL SERVICES GROUP, INC. | 22.8K +15.2K (+199.2%) | 56.1K +18.7K (+49.9%) | 0.03% +0.018 pp | 0.00% +0.000 pp | USD3.44 -28.5% | 25 qtrs — |
| 93 | SG AMERICAS SECURITIES, LLC | 22.2K -223.3K (-90.9%) | 55.0K -1.2M (-95.4%) | 0.03% -0.263 pp | 0.00% -0.004 pp | USD3.92 -37.2% | 6 qtrs — |
| 94 | WINTON GROUP LTD | 20.6K +20.6K (+100.0%) | 50.7K +50.7K (+100.0%) | 0.02% +0.024 pp | 0.00% +0.002 pp | USD2.46 +0.0% | 1 qtrs NEW |
| 95 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 18.5K -7.7K (-29.3%) | 45.6K -83.1K (-64.6%) | 0.02% -0.009 pp | 0.00% -0.001 pp | USD7.23 -66.0% | 5 qtrs — |
| 96 | HRT FINANCIAL LP | 17.7K +17.7K (+100.0%) | 43.0K +43.0K (+100.0%) | 0.02% +0.021 pp | 0.00% +0.000 pp | USD2.46 +0.0% | 1 qtrs NEW |
| 97 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 16.2K +16.2K (+100.0%) | 41.9K +41.9K (+100.0%) | 0.02% +0.019 pp | 0.00% +0.000 pp | USD2.46 +0.0% | 1 qtrs NEW |
| 98 | VOYA INVESTMENT MANAGEMENT LLC | 16.4K -2.0K (-10.8%) | 40.4K -50.0K (-55.3%) | 0.02% -0.002 pp | 0.00% 0.000 pp | USD17.99 -86.3% | 35 qtrs — |
| 99 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 15.7K +525.0 (+3.5%) | 39.0K -35.0K (-47.3%) | 0.02% +0.001 pp | 0.00% 0.000 pp | USD16.31 -84.9% | 16 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | BondBloxx CCC Rated USD High Yield Corporate Bond ETF XCCC | 0.35% | 923.7K | 0.40% |
| 2 | Miller Value Partners Appreciation ETF MVPA | 0.34% | 231.6K | 0.60% |
| 3 | BondBloxx CCC Rated USD High Yield Corporate Bond ETF XCCC | 0.23% | 607.8K | 0.40% |
| 4 | Inspire Small/Mid Cap ETF ISMD | 0.17% | 548.1K | 0.53% |
| 5 | Vanguard U.S. Value Factor ETF VFVA | 0.03% | 255.1K | 0.13% |
| 6 | Schwab Fundamental U.S. Small Company Index ETF FNDA | 0.03% | 2.43M | 0.25% |
| 7 | Vanguard Global Value Equity Active ETF VVLU.AX | 0.03% | 222.5K | 0.28% |
| 8 | iShares Micro-Cap ETF IWC | 0.02% | 353.3K | 0.60% |
| 9 | iShares U.S. Home Construction ETF ITB | 0.02% | 504.0K | 0.38% |
| 10 | Applied Finance IVS US SMID ETF IVSS | 0.01% | 1.6K | 0.59% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | Stoddard Samantha | Officer | F-InKind | D | Common Stock | 5,634 | 2.24 | 12.6K | 92,439 | D | ↗ |
| 2026-02-13 | Hayes James S | Officer | F-InKind | D | Common Stock | 4,554 | 2.24 | 10.2K | 85,251 | D | ↗ |
| 2026-02-11 | Stoddard Samantha | Officer | F-InKind | D | Common Stock | 5,834 | 2.78 | 16.2K | 98,073 | D | ↗ |
| 2026-02-11 | Meier Matthew | Officer | F-InKind | D | Common Stock | 2,933 | 2.78 | 8.2K | 52,714 | D | ↗ |
| 2026-02-11 | Livingston Wendy A. | Officer | F-InKind | D | Common Stock | 3,153 | 2.78 | 8.8K | 69,777 | D | ↗ |
| 2026-02-11 | Hayes James S | Officer | F-InKind | D | Common Stock | 3,982 | 2.78 | 11.1K | 89,805 | D | ↗ |
| 2026-02-11 | Christensen William | Director / Officer | F-InKind | D | Common Stock | 22,373 | 2.78 | 62.2K | 343,550 | D | ↗ |
| 2026-02-06 | Stoddard Samantha | Officer | F-InKind | D | Common Stock | 2,156 | 2.93 | 6.3K | 103,907 | D | ↗ |
| 2026-02-06 | Meier Matthew | Officer | F-InKind | D | Common Stock | 1,395 | 2.93 | 4.1K | 55,647 | D | ↗ |
| 2026-02-06 | Livingston Wendy A. | Officer | F-InKind | D | Common Stock | 1,987 | 2.93 | 5.8K | 72,930 | D | ↗ |
| 2026-02-06 | Hayes James S | Officer | F-InKind | D | Common Stock | 2,380 | 2.93 | 7.0K | 93,787 | D | ↗ |
| 2026-02-06 | Christensen William | Director / Officer | F-InKind | D | Common Stock | 9,570 | 2.93 | 28.0K | 365,923 | D | ↗ |
| 2026-02-01 | Embt Jeffrey Donald | Officer | A-Award | A | Common Stock | 73,529 | 0.00 | — | 73,529 | D | ↗ |
| 2026-01-05 | Embt Jeffrey Donald | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-11-01 | Elliott Rachael B. | Officer | A-Award | A | Common Stock | 115,207 | 0.00 | — | 115,207 | D | ↗ |
| 2025-10-20 | Elliott Rachael B. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-09-01 | Stoddard Samantha | Officer | F-InKind | D | Common Stock | 1,284 | 6.39 | 8.2K | 106,063 | D | ↗ |
| 2025-07-01 | Stoddard Samantha | Officer | F-InKind | D | Common Stock | 1,199 | 4.29 | 5.1K | 107,347 | D | ↗ |
| 2025-06-27 | Livingston Wendy A. | Officer | F-InKind | D | Common Stock | 2,363 | 3.89 | 9.2K | 74,917 | D | ↗ |
| 2025-06-01 | Stoddard Samantha | Officer | F-InKind | D | Common Stock | 2,900 | 3.65 | 10.6K | 108,546 | D | ↗ |
| 2025-05-08 | Wendt Roderick | Director | A-Award | A | Common Stock | 37,974 | 0.00 | — | 80,396 | D | ↗ |
| 2025-05-08 | WYNNE STEVEN E | Director | A-Award | A | Common Stock | 37,974 | 0.00 | — | 104,844 | D | ↗ |
| 2025-05-08 | TATEN BRUCE M. | Director | A-Award | A | Common Stock | 37,974 | 0.00 | — | 107,641 | D | ↗ |
| 2025-05-08 | NORD DAVID G | Director | A-Award | A | Common Stock | 37,974 | 0.00 | — | 75,312 | D | ↗ |
| 2025-05-08 | Marshall Cynthia | Director | A-Award | A | Common Stock | 37,974 | 0.00 | — | 67,811 | D | ↗ |
| 2025-05-08 | Joubert Tracey | Director | A-Award | A | Common Stock | 37,974 | 0.00 | — | 67,811 | D | ↗ |
| 2025-05-08 | Hilton Michael F | Director | A-Award | A | Common Stock | 37,974 | 0.00 | — | 51,479 | D | ↗ |
| 2025-05-08 | Halligan Catherine Ann | Director | A-Award | A | Common Stock | 37,974 | 0.00 | — | 65,675 | D | ↗ |
| 2025-05-08 | Franzen Antonella B | Director | A-Award | A | Common Stock | 37,974 | 0.00 | — | 46,483 | D | ↗ |
| 2025-05-06 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 119,553 | 4.26 | 509.3K | 13,250,853 | I | ↗ |
| 2025-04-25 | TATEN BRUCE M. | Director | F-InKind | D | Common Stock | 3,576 | 5.34 | 19.1K | 69,667 | D | ↗ |
| 2025-04-24 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 1,258 | 5.10 | 6.4K | 825,950 | I | ↗ |
| 2025-04-23 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 71 | 5.10 | 362.10 | 408,203 | I | ↗ |
| 2025-04-21 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 21,051 | 5.06 | 106.5K | 13,109,018 | I | ↗ |
| 2025-04-17 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 79,703 | 5.15 | 410.4K | 13,087,967 | I | ↗ |
| 2025-04-16 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 2,507 | 5.11 | 12.8K | 818,212 | I | ↗ |
| 2025-04-15 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 2,613 | 5.14 | 13.4K | 850,359 | I | ↗ |
| 2025-04-14 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 1,241 | 5.15 | 6.4K | 402,514 | I | ↗ |
| 2025-04-11 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 3,920 | 5.14 | 20.1K | 845,133 | I | ↗ |
| 2025-04-10 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 3,789 | 5.16 | 19.5K | 1,219,696 | I | ↗ |
| 2025-04-08 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 3,789 | 5.26 | 19.9K | 1,215,907 | I | ↗ |
| 2025-04-07 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 5,226 | 5.46 | 28.5K | 835,987 | I | ↗ |
| 2025-04-04 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 338 | 5.55 | 1.9K | 830,761 | I | ↗ |
| 2025-04-03 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 5,013 | 5.86 | 29.4K | 796,581 | I | ↗ |
| 2025-04-01 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 3,920 | 5.91 | 23.2K | 825,197 | I | ↗ |
| 2025-04-01 | Christensen William | Director / Officer | F-InKind | D | Common Stock | 9,661 | 5.84 | 56.4K | 375,493 | D | ↗ |
| 2025-03-31 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 3,789 | 5.97 | 22.6K | 1,190,789 | I | ↗ |
| 2025-03-27 | Leon Michael A | Officer | F-InKind | D | Common Stock | 20,823 | 6.27 | 130.6K | 151,002 | D | ↗ |
| 2025-03-21 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 3,658 | 5.97 | 21.8K | 818,664 | I | ↗ |
| 2025-03-06 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 39,850 | 5.73 | 228.4K | 12,429,259 | I | ↗ |
| 2025-03-05 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 69,183 | 5.62 | 388.5K | 12,389,409 | I | ↗ |
| 2025-03-05 | Meier Matthew | Officer | P-Purchase | A | Common Stock | 20,000 | 5.73 | 114.6K | 57,042 | D | ↗ |
| 2025-03-03 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 26,336 | 5.73 | 150.9K | 774,934 | I | ↗ |
| 2025-02-28 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 46,664 | 5.69 | 265.6K | 748,598 | I | ↗ |
| 2025-02-27 | WYNNE STEVEN E | Director | P-Purchase | A | Common Stock | 10,000 | 6.01 | 60.1K | 28,000 | I | ↗ |
| 2025-02-27 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 72,000 | 6.08 | 437.9K | 701,934 | I | ↗ |
| 2025-02-24 | NORD DAVID G | Director | P-Purchase | A | Common Stock | 20,000 | 5.96 | 119.2K | 40,000 | I | ↗ |
| 2025-02-16 | Stoddard Samantha | Officer | F-InKind | D | Common Stock | 1,554 | 8.79 | 13.7K | 111,446 | D | ↗ |
| 2025-02-16 | Hayes James S | Officer | F-InKind | D | Common Stock | 813 | 8.79 | 7.1K | 102,089 | D | ↗ |
| 2025-02-14 | Stoddard Samantha | Officer | F-InKind | D | Common Stock | 2,805 | 8.79 | 24.7K | 114,512 | D | ↗ |
| 2025-02-14 | Hayes James S | Officer | F-InKind | D | Common Stock | 2,679 | 8.79 | 23.5K | 104,602 | D | ↗ |
| 2025-02-11 | Vianna Gustavo | Officer | A-Award | A | Common Stock | 36,467 | 0.00 | — | 51,522 | D | ↗ |
| 2025-02-11 | Stoddard Samantha | Officer | A-Award | A | Common Stock Option (Right to Buy) | 69,382 | 9.05 | 627.9K | 69,382 | D | ↗ |
| 2025-02-11 | Meier Matthew | Officer | A-Award | A | Common Stock | 25,964 | 0.00 | — | 37,042 | D | ↗ |
| 2025-02-11 | Livingston Wendy A. | Officer | A-Award | A | Common Stock Option (Right to Buy) | 52,790 | 9.05 | 477.7K | 52,790 | D | ↗ |
| 2025-02-11 | Leon Michael A | Officer | A-Award | A | Common Stock | 16,574 | 0.00 | — | 171,825 | D | ↗ |
| 2025-02-11 | Hayes James S | Officer | A-Award | A | Common Stock Option (Right to Buy) | 58,586 | 9.05 | 530.2K | 58,586 | D | ↗ |
| 2025-02-11 | Christensen William | Director / Officer | A-Award | A | Common Stock Option (Right to Buy) | 252,383 | 9.05 | 2.28M | 252,383 | D | ↗ |
| 2025-02-06 | Vianna Gustavo | Officer | F-InKind | D | Common Stock | 2,763 | 8.71 | 24.1K | 15,055 | D | ↗ |
| 2025-02-06 | Stoddard Samantha | Officer | F-InKind | D | Common Stock | 1,756 | 8.71 | 15.3K | 75,381 | D | ↗ |
| 2025-02-06 | Meier Matthew | Officer | F-InKind | D | Common Stock | 1,395 | 8.71 | 12.2K | 11,078 | D | ↗ |
| 2025-02-06 | Livingston Wendy A. | Officer | F-InKind | D | Common Stock | 1,987 | 8.71 | 17.3K | 45,373 | D | ↗ |
| 2025-02-06 | Leon Michael A | Officer | F-InKind | D | Common Stock | 1,668 | 8.71 | 14.5K | 133,207 | D | ↗ |
| 2025-02-06 | Hayes James S | Officer | F-InKind | D | Common Stock | 2,398 | 8.71 | 20.9K | 71,871 | D | ↗ |
| 2025-02-06 | Christensen William | Director / Officer | F-InKind | D | Common Stock | 5,966 | 8.71 | 52.0K | 232,609 | D | ↗ |
| 2025-01-13 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 60,442 | 8.46 | 511.6K | 12,320,226 | I | ↗ |
| 2025-01-10 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 5,803 | 7.65 | 44.4K | 803,900 | I | ↗ |
| 2025-01-08 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 12,025 | 7.71 | 92.7K | 1,157,426 | I | ↗ |
| 2025-01-07 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 3,131 | 7.90 | 24.8K | 374,931 | I | ↗ |
| 2024-12-15 | Christensen William | Director / Officer | F-InKind | D | Common Stock | 18,698 | 10.30 | 192.6K | 238,575 | D | ↗ |
| 2024-11-07 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 68,923 | 10.48 | 722.0K | 11,941,452 | I | ↗ |
| 2024-11-06 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 105,000 | 10.71 | 1.12M | 550,600 | I | ↗ |
| 2024-11-05 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 135,000 | 10.06 | 1.36M | 206,800 | I | ↗ |
| 2024-09-27 | Valenti Daniel P | Officer | A-Award | A | Common Stock | 6,329 | 0.00 | — | 24,147 | D | ↗ |
| 2024-09-01 | Stoddard Samantha | Officer | F-InKind | D | Common Stock | 1,014 | 14.24 | 14.4K | 77,137 | — | ↗ |
| 2024-07-01 | Stoddard Samantha | Officer | A-Award | A | Common Stock | 9,900 | 0.00 | — | 78,151 | — | ↗ |
| 2024-07-01 | Leon Michael A | Officer | A-Award | A | Common Stock | 20,000 | 0.00 | — | 134,875 | — | ↗ |
| 2024-06-27 | Livingston Wendy A. | Officer | F-InKind | D | Common Stock | 2,364 | 13.03 | 30.8K | 47,360 | — | ↗ |
| 2024-05-03 | TATEN BRUCE M. | Director | F-InKind | D | Common Stock | 5,948 | 20.06 | 119.3K | 73,243 | — | ↗ |
| 2024-04-25 | Wendt Roderick | Director | A-Award | A | Common Stock | 7,153 | 0.00 | — | 42,422 | — | ↗ |
| 2024-04-25 | WYNNE STEVEN E | Director | A-Award | A | Common Stock | 7,153 | 0.00 | — | 66,870 | — | ↗ |
| 2024-04-25 | TATEN BRUCE M. | Director | A-Award | A | Common Stock | 7,153 | 0.00 | — | 79,191 | — | ↗ |
| 2024-04-25 | NORD DAVID G | Director | A-Award | A | Common Stock | 7,153 | 0.00 | — | 37,338 | — | ↗ |
| 2024-04-25 | Marshall Cynthia | Director | A-Award | A | Common Stock | 7,153 | 0.00 | — | 29,837 | — | ↗ |
| 2024-04-25 | Joubert Tracey | Director | A-Award | A | Common Stock | 7,153 | 0.00 | — | 29,837 | — | ↗ |
| 2024-04-25 | Hilton Michael F | Director | A-Award | A | Common Stock | 7,153 | 0.00 | — | 13,505 | — | ↗ |
| 2024-04-25 | Halligan Catherine Ann | Director | A-Award | A | Common Stock | 7,153 | 0.00 | — | 27,701 | — | ↗ |
| 2024-04-25 | Franzen Antonella B | Director | A-Award | A | Common Stock | 7,153 | 0.00 | — | 8,509 | — | ↗ |
| 2024-04-01 | Christensen William | Director / Officer | F-InKind | D | Common Stock | 14,752 | 21.18 | 312.4K | 257,273 | — | ↗ |
| 2024-03-01 | Franzen Antonella B | Director | A-Award | A | Common Stock | 1,356 | 0.00 | — | 1,356 | — | ↗ |
| 2024-02-23 | Lilly Kevin C | Officer | F-InKind | D | Common Stock | 497 | 18.39 | 9.1K | 156,606 | — | ↗ |
| 2024-02-23 | Jacobs Daniel DeHart | Officer | F-InKind | D | Common Stock | 437 | 18.39 | 8.0K | 46,224 | — | ↗ |
| 2024-02-23 | Hayes James S | Officer | F-InKind | D | Common Stock | 557 | 18.39 | 10.2K | 74,269 | — | ↗ |
| 2024-02-23 | Bolan Peggie | Officer | F-InKind | D | Common Stock | 559 | 18.39 | 10.3K | 44,223 | — | ↗ |
| 2024-02-16 | Lilly Kevin C | Officer | F-InKind | D | Common Stock | 2,971 | 19.24 | 57.2K | 157,860 | — | ↗ |
| 2024-02-16 | Jacobs Daniel DeHart | Officer | F-InKind | D | Common Stock | 657 | 19.24 | 12.6K | 46,661 | — | ↗ |
| 2024-02-16 | Hayes James S | Officer | F-InKind | D | Common Stock | 950 | 19.24 | 18.3K | 74,826 | — | ↗ |
| 2024-02-14 | Lilly Kevin C | Officer | F-InKind | D | Common Stock | 2,390 | 19.38 | 46.3K | 160,831 | — | ↗ |
| 2024-02-14 | Jacobs Daniel DeHart | Officer | F-InKind | D | Common Stock | 1,131 | 19.38 | 21.9K | 47,318 | — | ↗ |
| 2024-02-14 | Hayes James S | Officer | F-InKind | D | Common Stock | 2,630 | 19.38 | 51.0K | 75,776 | — | ↗ |
| 2024-02-14 | Bolan Peggie | Officer | F-InKind | D | Common Stock | 1,599 | 19.38 | 31.0K | 44,782 | — | ↗ |
| 2024-02-14 | Albrecht Julie C | Officer | F-InKind | D | Common Stock | 4,306 | 19.38 | 83.5K | 216,842 | — | ↗ |
| 2024-02-12 | Turtle Creek Asset Management Inc. | 10% Owner | S-Sale | D | Common Stock | 54,000 | 19.84 | 1.07M | 760,463 | — | ↗ |
| 2024-02-09 | Turtle Creek Asset Management Inc. | 10% Owner | S-Sale | D | Common Stock | 53,000 | 19.55 | 1.04M | 814,463 | — | ↗ |
| 2024-02-06 | Vianna Gustavo | Officer | A-Award | A | Common Stock Option (Right to Buy) | 30,812 | 18.52 | 570.6K | 30,812 | — | ↗ |
| 2024-02-06 | Valenti Daniel P | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-02-06 | Meier Matthew | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-02-06 | Livingston Wendy A. | Officer | A-Award | A | Common Stock | 20,313 | 0.00 | — | 49,724 | — | ↗ |
| 2024-02-06 | Lilly Kevin C | Officer | A-Award | A | Common Stock | 24,589 | 0.00 | — | 163,221 | — | ↗ |
| 2024-02-06 | Leon Michael A | Officer | A-Award | A | Common Stock | 14,875 | 0.00 | — | 114,875 | — | ↗ |
| 2024-02-06 | Jacobs Daniel DeHart | Officer | A-Award | A | Common Stock | 7,977 | 0.00 | — | 48,449 | — | ↗ |
| 2024-02-06 | Hayes James S | Officer | A-Award | A | Common Stock | 21,382 | 0.00 | — | 78,406 | — | ↗ |
| 2024-02-06 | Christensen William | Director / Officer | A-Award | A | Common Stock | 59,503 | 0.00 | — | 272,025 | — | ↗ |
| 2024-02-06 | Bolan Peggie | Officer | A-Award | A | Common Stock | 9,881 | 0.00 | — | 46,381 | — | ↗ |
| 2024-02-06 | Albrecht Julie C | Officer | A-Award | A | Common Stock | 37,419 | 0.00 | — | 221,148 | — | ↗ |
| 2023-08-03 | Hilton Michael F | Director | A-Award | A | Common Stock | 6,352 | 0.00 | — | 6,352 | — | ↗ |
| 2023-07-18 | Albrecht Julie C | Officer | F-InKind | D | Common Stock | 17,452 | 17.51 | 305.6K | 183,729 | — | ↗ |
| 2023-06-29 | Behnia Roya | Officer | F-InKind | D | Common Stock | 33,012 | 17.68 | 583.7K | 101,069 | — | ↗ |
| 2023-06-27 | Livingston Wendy A. | Officer | A-Award | A | Common Stock | 29,411 | 0.00 | — | 29,411 | — | ↗ |
| 2023-06-01 | Hayes James S | Officer | A-Award | A | Common Stock Option (Right to Buy) | 26,917 | 13.15 | 354.0K | 26,917 | — | ↗ |
| 2023-05-17 | Craven Timothy | Officer | S-Sale | D | Common Stock | 3,852 | 14.52 | 55.9K | 44,038 | — | ↗ |
| 2023-05-15 | Krause John | Officer | S-Sale | D | Common Stock | 3,844 | 14.16 | 54.4K | 93,231 | — | ↗ |
| 2023-05-12 | Craven Timothy | Officer | S-Sale | D | Common Stock | 35,099 | 14.05 | 493.2K | 47,890 | — | ↗ |
| 2023-05-03 | WYNNE STEVEN E | Director | A-Award | A | Common Stock | 11,895 | 0.00 | — | 59,717 | — | ↗ |
| 2023-05-03 | TATEN BRUCE M. | Director | A-Award | A | Common Stock | 11,895 | 0.00 | — | 72,038 | — | ↗ |
| 2023-05-03 | Stefany Suzanne | Director | A-Award | A | Common Stock | 11,895 | 0.00 | — | 42,365 | — | ↗ |
| 2023-05-03 | NORD DAVID G | Director | A-Award | A | Common Stock | 11,895 | 0.00 | — | 30,185 | — | ↗ |
| 2023-05-03 | Marshall Cynthia | Director | A-Award | A | Common Stock | 11,895 | 0.00 | — | 22,684 | — | ↗ |
| 2023-05-03 | Krause John | Officer | — | D | Common Stock Option (Right to Buy) | 28,989 | 13.29 | 385.3K | 0 | — | ↗ |
| 2023-05-03 | Joubert Tracey | Director | A-Award | A | Common Stock | 11,895 | 0.00 | — | 22,684 | — | ↗ |
| 2023-05-03 | Halligan Catherine Ann | Director | A-Award | A | Common Stock | 11,895 | 0.00 | — | 20,548 | — | ↗ |
| 2023-04-28 | TATEN BRUCE M. | Director | F-InKind | D | Common Stock | 3,228 | 12.78 | 41.3K | 60,143 | — | ↗ |
| 2023-04-01 | Christensen William | Director / Officer | F-InKind | D | Common Stock | 19,905 | 12.66 | 252.0K | 212,522 | — | ↗ |
| 2023-03-27 | Leon Michael A | Officer | A-Award | A | Common Stock | 100,000 | 0.00 | — | 100,000 | — | ↗ |
| 2023-03-15 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 77,000 | 12.32 | 948.3K | 310,600 | — | ↗ |
| 2023-03-14 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 20,000 | 12.48 | 249.6K | 233,600 | — | ↗ |
| 2023-02-23 | VINING SCOTT | Officer | F-InKind | D | Common Stock | 1,004 | 13.20 | 13.3K | 54,018 | — | ↗ |
| 2023-02-23 | Lilly Kevin C | Officer | F-InKind | D | Common Stock | 611 | 12.84 | 7.8K | 138,632 | — | ↗ |
| 2023-02-23 | Craven Timothy | Officer | F-InKind | D | Common Stock | 1,003 | 13.20 | 13.2K | 82,989 | — | ↗ |
| 2023-02-23 | Behnia Roya | Officer | F-InKind | D | Common Stock | 1,357 | 13.20 | 17.9K | 134,081 | — | ↗ |
| 2023-02-16 | VINING SCOTT | Officer | F-InKind | D | Common Stock | 1,379 | 13.14 | 18.1K | 55,022 | — | ↗ |
| 2023-02-16 | Lilly Kevin C | Officer | F-InKind | D | Common Stock | 3,220 | 12.80 | 41.2K | 139,243 | — | ↗ |
| 2023-02-16 | Craven Timothy | Officer | F-InKind | D | Common Stock | 3,360 | 13.14 | 44.2K | 83,992 | — | ↗ |
| 2023-02-16 | Behnia Roya | Officer | F-InKind | D | Common Stock | 1,629 | 13.14 | 21.4K | 135,438 | — | ↗ |
| 2023-02-15 | NORD DAVID G | Director | A-Award | A | Common Stock | 7,501 | 0.00 | — | 18,290 | — | ↗ |
| 2023-02-14 | VINING SCOTT | Officer | A-Award | A | Common Stock | 20,000 | 0.00 | — | 56,401 | — | ↗ |
| 2023-02-14 | Lilly Kevin C | Officer | A-Award | A | Common Stock | 73,739 | 0.00 | — | 142,463 | — | ↗ |
| 2023-02-14 | Craven Timothy | Officer | A-Award | A | Common Stock | 19,864 | 0.00 | — | 87,352 | — | ↗ |
| 2023-02-14 | Albrecht Julie C | Officer | A-Award | A | Common Stock | 43,453 | 0.00 | — | 201,181 | — | ↗ |
| 2023-02-11 | VINING SCOTT | Officer | F-InKind | D | Common Stock | 1,230 | 12.89 | 15.9K | 36,401 | — | ↗ |
| 2023-02-11 | Lilly Kevin C | Officer | F-InKind | D | Common Stock | 1,112 | 12.89 | 14.3K | 45,880 | — | ↗ |
| 2023-02-11 | Craven Timothy | Officer | F-InKind | D | Common Stock | 2,804 | 12.89 | 36.1K | 67,488 | — | ↗ |
| 2023-01-31 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 22,608 | 12.25 | 277.0K | 213,600 | — | ↗ |
| 2023-01-30 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 2,800 | 11.85 | 33.2K | 1,099,659 | — | ↗ |
| 2023-01-27 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 4,672 | 11.99 | 56.0K | 62,472 | — | ↗ |
| 2022-12-30 | Turtle Creek Asset Management Inc. | Director | P-Purchase | A | Common Stock | 5,200 | 9.59 | 49.9K | 143,100 | — | ↗ |
| 2022-12-15 | Christensen William | Officer | A-Award | A | Common Stock | 128,918 | 9.89 | 1.27M | 232,427 | — | ↗ |
| 2022-12-01 | Turtle Creek Asset Management Inc. | Director | P-Purchase | A | Common Stock | 3,100 | 10.62 | 32.9K | 57,800 | — | ↗ |
| 2022-11-30 | Turtle Creek Asset Management Inc. | Director | P-Purchase | A | Common Stock | 8,000 | 10.08 | 80.6K | 137,900 | — | ↗ |
| 2022-11-29 | Turtle Creek Asset Management Inc. | Director | P-Purchase | A | Common Stock | 18,700 | 9.88 | 184.7K | 129,900 | — | ↗ |
| 2022-11-28 | Turtle Creek Asset Management Inc. | Director | P-Purchase | A | Common Stock | 34,700 | 9.80 | 340.1K | 111,200 | — | ↗ |
| 2022-11-02 | Turtle Creek Asset Management Inc. | Director | P-Purchase | A | Common Stock | 22,500 | 10.02 | 225.4K | 76,500 | — | ↗ |
| 2022-11-01 | Turtle Creek Asset Management Inc. | Director | P-Purchase | A | Common Stock | 54,000 | 10.78 | 582.1K | 54,000 | — | ↗ |
| 2022-10-20 | Turtle Creek Asset Management Inc. | Director | P-Purchase | A | Common Stock | 2,050 | 8.83 | 18.1K | 54,700 | — | ↗ |
| 2022-10-14 | Turtle Creek Asset Management Inc. | Director | P-Purchase | A | Common Stock | 25,854 | 8.57 | 221.6K | 11,596,834 | — | ↗ |
| 2022-10-07 | Turtle Creek Asset Management Inc. | Director | P-Purchase | A | Common Stock | 4,699 | 9.08 | 42.7K | 1,091,720 | — | ↗ |
| 2022-10-06 | Turtle Creek Asset Management Inc. | Director | P-Purchase | A | Common Stock | 6,863 | 9.50 | 65.2K | 1,087,021 | — | ↗ |
| 2022-10-05 | Turtle Creek Asset Management Inc. | Director | P-Purchase | A | Common Stock | 5,250 | 9.58 | 50.3K | 856,963 | — | ↗ |
| 2022-09-22 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 2,250 | 9.49 | 21.4K | 50,650 | — | ↗ |
| 2022-09-15 | Turtle Creek Asset Management Inc. | 10% Owner | P-Purchase | A | Common Stock | 17,800 | 9.98 | 177.7K | 48,400 | — | ↗ |
| 2022-09-09 | NORD DAVID G | Director | P-Purchase | A | Common Stock | 20,000 | 11.00 | 220.0K | 20,000 | — | ↗ |
| 2022-09-05 | Halligan Catherine Ann | Director | A-Award | A | Common Stock | 8,653 | 0.00 | — | 8,653 | — | ↗ |
| 2022-09-02 | WYNNE STEVEN E | Director | P-Purchase | A | Common Stock | 18,000 | 11.07 | 199.2K | 18,000 | — | ↗ |
| 2022-08-25 | Turtle Creek Asset Management Inc. | Director | P-Purchase | A | Common Stock | 11,000 | 12.44 | 136.8K | 30,600 | — | ↗ |
| 2022-08-18 | Turtle Creek Asset Management Inc. | Director | P-Purchase | A | Common Stock | 723 | 12.46 | 9.0K | 851,713 | — | ↗ |
| 2022-08-04 | Turtle Creek Asset Management Inc. | Director | P-Purchase | A | Common Stock | 17,400 | 15.20 | 264.5K | 17,400 | — | ↗ |
| 2022-08-01 | Turtle Creek Asset Management Inc. | Director | P-Purchase | A | Common Stock | 26,509 | 14.33 | 379.9K | 11,294,812 | — | ↗ |
| 2022-07-28 | Lilly Kevin C | Officer | — | D | Common Stock Option (Right to Buy) | 12,416 | 24.17 | 300.1K | 0 | — | ↗ |
| 2022-07-18 | Guernsey David R | Officer | A-Award | A | Common Stock | 10,776 | 0.00 | — | 44,471 | — | ↗ |
| 2022-07-18 | Albrecht Julie C | Officer | A-Award | A | Common Stock | 157,728 | 0.00 | — | 157,728 | — | ↗ |
| 2022-06-29 | Behnia Roya | Officer | F-InKind | D | Common Stock | 12,344 | 14.49 | 178.9K | 137,067 | — | ↗ |
| 2022-06-21 | Turtle Creek Asset Management Inc. | Director | P-Purchase | A | Common Stock | 9,507 | 13.82 | 131.4K | 1,064,687 | — | ↗ |
| 2022-04-28 | WYNNE STEVEN E | Director | A-Award | A | Common Stock | 6,456 | 0.00 | — | 47,822 | — | ↗ |
| 2022-04-28 | TATEN BRUCE M. | Director | A-Award | A | Common Stock | 6,456 | 0.00 | — | 65,538 | — | ↗ |
| 2022-04-28 | Stefany Suzanne | Director | A-Award | A | Common Stock | 6,456 | 0.00 | — | 30,470 | — | ↗ |
| 2022-04-28 | NORD DAVID G | Director | A-Award | A | Common Stock | 6,456 | 0.00 | — | 10,789 | — | ↗ |
| 2022-04-28 | Marshall Cynthia | Director | A-Award | A | Common Stock | 6,456 | 0.00 | — | 10,789 | — | ↗ |
| 2022-04-28 | Joubert Tracey | Director | A-Award | A | Common Stock | 6,456 | 0.00 | — | 10,789 | — | ↗ |
| 2022-04-11 | Turtle Creek Asset Management Inc. | Director | P-Purchase | A | Common Stock | 43,249 | 20.45 | 884.2K | 10,837,115 | — | ↗ |
| 2022-04-06 | Turtle Creek Asset Management Inc. | Director | P-Purchase | A | Common Stock | 10,969 | 19.87 | 217.9K | 1,021,119 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | William J. Christensen Chief Executive Officer | 1.06M | — | 2.30M | 2.28M | 621.5K | 16.1K | 6.28M | 72.97% | ↗ |
| 2 | 2025 | Gustavo Vianna Former EVP & President, Europe | 637.6K | — | 443.4K | 546.0K | 373.4K | 164.1K | 2.16M | 45.71% | ↗ |
| 3 | 2025 | Samantha L. Stoddard EVP & Chief Financial Officer | 548.9K | — | 509.9K | 627.9K | 168.4K | 14.0K | 1.87M | 60.87% | ↗ |
| 4 | 2025 | Matthew C. Meier EVP, Chief Digital & Information Officer | 475.0K | — | 315.7K | 388.8K | 119.3K | 403.5K | 1.70M | 41.38% | ↗ |
| 5 | 2025 | James S. Hayes EVP, General Counsel & Corporate Secretary | 515.0K | — | 430.5K | 530.2K | 129.3K | 14.0K | 1.62M | 59.34% | ↗ |
| 6 | 2025 | Wendy A. Livingston EVP, Chief Human Resources Officer | 500.0K | — | 387.9K | 477.8K | 125.6K | 13.8K | 1.51M | 57.52% | ↗ |
| 7 | 2024 | William J. Christensen Chief Executive Officer | 1.01M | — | 3.56M | 1.10M | — | 147.6K | 5.82M | 80.17% | ↗ |
| 8 | 2024 | Julie C. Albrecht (Former) EVP & Chief Financial Officer | 413.5K | — | 1.49M | 693.0K | — | 1.37M | 3.97M | 54.98% | ↗ |
| 9 | 2024 | Kevin C. Lilly (Former) EVP, Global Transformation | 591.2K | — | 978.8K | 455.4K | — | 13.8K | 2.04M | 70.33% | ↗ |
| 10 | 2024 | Daniel P. Valenti (Former) EVP, North America | 524.6K | 165.0K | 908.2K | 330.0K | — | 80.3K | 2.01M | 61.66% | ↗ |
| 11 | 2024 | James S. Hayes EVP, General Counsel & Corporate Secretary | 512.1K | — | 851.1K | 396.0K | — | 13.8K | 1.77M | 70.34% | ↗ |
| 12 | 2024 | Samantha L. Stoddard EVP & Chief Financial Officer | 465.1K | — | 872.3K | 106.0K | — | 13.8K | 1.46M | 67.14% | ↗ |
| 13 | 2023 | William J. Christensen Chief Executive Officer | 907.2K | — | 1.70M | — | 2.22M | 953.1K | 5.78M | 29.41% | ↗ |
| 14 | 2023 | Julie C. Albrecht EVP & Chief Financial Officer | 700.0K | — | 1.17M | 577.5K | 1.12M | 169.1K | 3.74M | 46.80% | ↗ |
| 15 | 2023 | Julie C. Albrecht (Former) EVP & Chief Financial Officer | 700.0K | — | 1.17M | 577.5K | 1.12M | 169.1K | 3.74M | 46.80% | ↗ |
| 16 | 2023 | Kevin C. Lilly (Former) EVP, Global Transformation | 575.0K | — | 1.60M | 303.6K | 920.0K | 13.2K | 3.41M | 55.75% | ↗ |
| 17 | 2023 | Kevin C. Lilly EVP, Global Transformation | 575.0K | — | 1.60M | 303.6K | 920.0K | 13.2K | 3.41M | 55.75% | ↗ |
| 18 | 2023 | James S. Hayes EVP, General Counsel & Corporate Secretary | 457.2K | 70.0K | 665.2K | 200.0K | 600.0K | 13.2K | 2.01M | 43.14% | ↗ |
| 19 | 2023 | Michael A. Leon SVP & Chief Accounting Officer | 285.0K | — | 1.22M | — | 380.0K | 5.0K | 1.89M | 64.57% | ↗ |
| 20 | 2023 | Timothy R. Craven (Former) EVP, Human Resources | 330.0K | — | — | — | — | 1.19M | 1.52M | 0.00% | ↗ |
| 21 | 2022 | Gary S. Michel (Former) President & Chief Executive Officer | 676.9K | — | 4.17M | 1.58M | — | 3.39M | 9.82M | 58.60% | ↗ |
| 22 | 2022 | William J. Christensen Current Chief Executive Officer | 424.3K | — | 3.27M | 1.27M | — | 34.8K | 5.01M | 90.83% | ↗ |
| 23 | 2022 | William J. Christensen Chief Executive Officer | 424.3K | — | 3.27M | 1.27M | — | 34.8K | 5.01M | 90.83% | ↗ |
| 24 | 2022 | Julie C. Albrecht EVP & Chief Financial Officer | 309.6K | 880.0K | 2.50M | — | — | 74.5K | 3.76M | 66.42% | ↗ |
| 25 | 2022 | Julie Albrecht Current EVP & Chief Financial Officer | 309.6K | 880.0K | 2.50M | — | — | 74.5K | 3.76M | 66.42% | ↗ |
| 26 | 2022 | Julie C. Albrecht (Former) EVP & Chief Financial Officer | 309.6K | 880.0K | 2.50M | — | — | 74.5K | 3.76M | 66.42% | ↗ |
| 27 | 2022 | David R. Guernsey (Former) Interim Chief Financial Officer and EVP and President, Europe | 544.6K | 220.0K | 603.0K | 297.0K | — | 1.59M | 3.25M | 27.66% | ↗ |
| 28 | 2022 | Roya Behnia EVP, Chief Legal Officer & Corporate Affairs | 716.1K | 680.0K | 643.2K | 316.8K | — | 12.2K | 2.37M | 40.53% | ↗ |
| 29 | 2022 | Kevin C. Lilly EVP, Global Transformation | 613.5K | 490.0K | 851.5K | 148.5K | — | 12.2K | 2.12M | 47.27% | ↗ |
| 30 | 2022 | Kevin C. Lilly (Former) EVP, Global Transformation | 613.5K | 490.0K | 851.5K | 148.5K | — | 12.2K | 2.12M | 47.27% | ↗ |
| 31 | 2022 | Kevin C. Lilly EVP, Global Transformation and (Former) Interim Chief Executive Officer | 613.5K | 490.0K | 851.5K | 148.5K | — | 12.2K | 2.12M | 47.27% | ↗ |
| 32 | 2022 | Timothy R. Craven (Former) EVP, Human Resources | 531.7K | 215.0K | 1.04M | 264.0K | — | 12.2K | 2.06M | 63.14% | ↗ |
| 33 | 2022 | Timothy Craven EVP, Human Resources | 531.7K | 215.0K | 1.04M | 264.0K | — | 12.2K | 2.06M | 63.14% | ↗ |
| 34 | 2022 | John R. Linker (Former) EVP & Chief Financial Officer | 161.4K | — | 904.5K | 445.5K | — | 6.5K | 1.52M | 88.94% | ↗ |
| 35 | 2022 | Daniel J. Castillo (Former) EVP & President, North America | 234.8K | — | 675.3K | 332.6K | — | 56.1K | 1.30M | 77.60% | ↗ |
| 36 | 2021 | Gary S. Michel (Former) President & Chief Executive Officer | 1.08M | — | 4.29M | 2.11M | — | 24.6K | 7.51M | 85.27% | ↗ |
| 37 | 2021 | Gary S. Michel Chair, President & Chief Executive Officer | 1.08M | — | 4.29M | 2.11M | — | 24.6K | 7.51M | 85.27% | ↗ |
| 38 | 2021 | Roya Behnia EVP, Chief Legal Officer & Corporate Affairs | 600.0K | 400.0K | 643.2K | 316.8K | — | 11.6K | 1.97M | 48.69% | ↗ |
| 39 | 2021 | Roya Behnia EVP, General Counsel & Chief Compliance Officer | 600.0K | 400.0K | 643.2K | 316.8K | — | 11.6K | 1.97M | 48.69% | ↗ |
| 40 | 2021 | Daniel J. Castillo (Former) EVP & President, North America | 560.0K | 250.0K | 697.0K | 343.3K | — | 11.6K | 1.86M | 55.87% | ↗ |
| 41 | 2021 | Daniel J. Castillo EVP & President, North America | 560.0K | 250.0K | 697.0K | 343.3K | — | 11.6K | 1.86M | 55.87% | ↗ |
| 42 | 2021 | John R. Linker (Former) EVP & Chief Financial Officer | 582.7K | — | 773.1K | 380.8K | — | 11.6K | 1.75M | 66.00% | ↗ |
| 43 | 2021 | John R. Linker EVP & Chief Financial Officer | 582.7K | — | 773.1K | 380.8K | — | 11.6K | 1.75M | 66.00% | ↗ |
| 44 | 2021 | David R. Guernsey EVP & President, Europe | 486.2K | — | 740.9K | 291.1K | — | 129.3K | 1.65M | 62.64% | ↗ |
| 45 | 2021 | David R. Guernsey (Former) Interim Chief Financial Officer and EVP and President, Europe | 486.2K | — | 740.9K | 291.1K | — | 129.3K | 1.65M | 62.64% | ↗ |
| 46 | 2021 | Timothy Craven EVP, Human Resources | 465.5K | — | 518.7K | 255.5K | — | 11.6K | 1.25M | 61.87% | ↗ |
| 47 | 2021 | Timothy R. Craven (Former) EVP, Human Resources | 465.5K | — | 518.7K | 255.5K | — | 11.6K | 1.25M | 61.87% | ↗ |
| 48 | 2020 | Gary S. Michel Chair, President & Chief Executive Officer | 923.1K | — | 4.36M | 1.43M | 1.65M | 24.4K | 8.38M | 69.00% | ↗ |
| 49 | 2020 | Gary S. Michel President & Chief Executive Officer | 923.1K | — | 4.36M | 1.43M | 1.65M | 24.4K | 8.38M | 69.00% | ↗ |
| 50 | 2020 | Gary S. Michel (Former) President & Chief Executive Officer | 923.1K | — | 4.36M | 1.43M | 1.65M | 24.4K | 8.38M | 69.00% | ↗ |
| 51 | 2020 | Roya Behnia EVP, General Counsel & Chief Compliance Officer | 300.0K | 400.0K | 2.00M | — | 720.0K | 11.4K | 3.43M | 58.29% | ↗ |
| 52 | 2020 | Roya Behnia EVP, Chief Legal Officer & Corporate Affairs | 300.0K | 400.0K | 2.00M | — | 720.0K | 11.4K | 3.43M | 58.29% | ↗ |
| 53 | 2020 | Daniel J. Castillo EVP & President, North America | 498.5K | — | 1.59M | 150.0K | 520.8K | 11.4K | 2.77M | 62.77% | ↗ |
| 54 | 2020 | Daniel J. Castillo (Former) EVP & President, North America | 498.5K | — | 1.59M | 150.0K | 520.8K | 11.4K | 2.77M | 62.77% | ↗ |
| 55 | 2020 | John R. Linker EVP & Chief Financial Officer | 463.5K | — | 772.8K | 253.1K | 630.0K | 11.4K | 2.13M | 48.15% | ↗ |
| 56 | 2020 | John R. Linker (Former) EVP & Chief Financial Officer | 463.5K | — | 772.8K | 253.1K | 630.0K | 11.4K | 2.13M | 48.15% | ↗ |
| 57 | 2020 | Timothy Craven EVP, Human Resources | 396.8K | — | 610.6K | 200.0K | 396.9K | 11.4K | 1.62M | 50.17% | ↗ |
| 58 | 2020 | Timothy R. Craven EVP, Human Resources | 396.8K | — | 610.6K | 200.0K | 396.9K | 11.4K | 1.62M | 50.17% | ↗ |
| 59 | 2019 | Gary S. Michel Chair, President & Chief Executive Officer | 866.5K | — | 3.05M | 886.9K | 654.5K | 40.9K | 5.49M | 71.57% | ↗ |
| 60 | 2019 | Gary S. Michel President & Chief Executive Officer | 866.5K | — | 3.05M | 886.9K | 654.5K | 40.9K | 5.49M | 71.57% | ↗ |
| 61 | 2019 | Peter Farmakis EVP & President, Australia | 437.8K | — | 3.24M | 187.5K | 53.0K | 76.2K | 4.00M | 85.81% | ↗ |
| 62 | 2019 | John R. Linker EVP & Chief Financial Officer | 450.0K | — | 901.4K | 262.5K | 229.5K | 29.4K | 1.87M | 62.15% | ↗ |
| 63 | 2019 | Laura W. Doerre EVP, General Counsel & Chief Compliance Officer | 500.0K | — | 686.8K | 200.0K | — | 11.2K | 1.40M | 63.43% | ↗ |
| 64 | 2019 | Timothy R. Craven EVP, Human Resources | 381.5K | — | 473.9K | 138.0K | 171.4K | 11.2K | 1.18M | 52.03% | ↗ |
| 65 | 2018 | Kirk Hachigian Chairman; Former Interim Chief Executive Officer | — | — | 10.11M | — | — | 874.6K | 10.98M | 92.04% | ↗ |
| 66 | 2018 | Gary S. Michel President & Chief Executive Officer | 444.2K | 1.21M | 4.97M | 2.00M | — | 58.5K | 8.68M | 80.24% | ↗ |
| 67 | 2018 | Gary Michel President & Chief Executive Officer | 444.2K | 1.21M | 4.97M | 2.00M | — | 58.5K | 8.68M | 80.24% | ↗ |
| 68 | 2018 | John R. Linker EVP & Chief Financial Officer | 371.2K | — | 1.95M | 125.0K | — | 29.2K | 2.48M | 83.85% | ↗ |
| 69 | 2018 | John Linker EVP & Chief Financial Officer | 371.2K | — | 1.95M | 125.0K | — | 29.2K | 2.48M | 83.85% | ↗ |
| 70 | 2018 | Mark Beck Former President & Chief Executive Officer | 141.3K | — | — | — | — | 2.01M | 2.15M | 0.00% | ↗ |
| 71 | 2018 | L. Brooks Mallard Former EVP & Chief Financial Officer | 452.5K | — | 867.5K | 300.0K | — | 287.0K | 1.91M | 61.22% | ↗ |
| 72 | 2018 | Laura Doerre EVP, General Counsel & Chief Compliance Officer | 500.0K | 150.0K | 578.3K | 200.0K | — | 11.0K | 1.44M | 54.07% | ↗ |
| 73 | 2018 | Laura W. Doerre EVP, General Counsel & Chief Compliance Officer | 500.0K | 150.0K | 578.3K | 200.0K | — | 11.0K | 1.44M | 54.07% | ↗ |
| 74 | 2018 | Peter Farmakis EVP & President, Australasia | 415.8K | 215.6K | 361.4K | 125.0K | — | 90.6K | 1.21M | 40.25% | ↗ |
| 75 | 2018 | Peter Farmakis EVP & President, Australia | 415.8K | 215.6K | 361.4K | 125.0K | — | 90.6K | 1.21M | 40.25% | ↗ |
| 76 | 2018 | Peter Maxwell EVP & President, Europe | 356.5K | — | 402.3K | 139.1K | — | 12.8K | 910.7K | 59.45% | ↗ |
| 77 | 2017 | Mark Beck Former President & Chief Executive Officer | 870.2K | — | 1.57M | 2.24M | 400.0K | 532.1K | 5.62M | 67.92% | ↗ |
| 78 | 2017 | Laura Doerre EVP, General Counsel & Chief Compliance Officer | 500.0K | 150.0K | 329.7K | 470.0K | 245.0K | 145.6K | 1.84M | 43.45% | ↗ |
| 79 | 2017 | Laura W. Doerre EVP, General Counsel & Chief Compliance Officer | 500.0K | 150.0K | 329.7K | 470.0K | 245.0K | 145.6K | 1.84M | 43.45% | ↗ |
| 80 | 2017 | L. Brooks Mallard EVP & Chief Financial Officer | 496.3K | — | 428.4K | 610.8K | 285.0K | 10.8K | 1.83M | 56.75% | ↗ |
| 81 | 2017 | L. Brooks Mallard Former EVP & Chief Financial Officer | 496.3K | — | 428.4K | 610.8K | 285.0K | 10.8K | 1.83M | 56.75% | ↗ |
| 82 | 2017 | John Dinger Former EVP & President, North America | 348.5K | — | 206.0K | 293.8K | 112.8K | 770.6K | 1.73M | 28.86% | ↗ |
| 83 | 2017 | Peter Farmakis EVP & President, Australia | 422.0K | — | 185.4K | 264.4K | 301.7K | 100.4K | 1.27M | 35.31% | ↗ |
| 84 | 2017 | Peter Farmakis EVP & President, Australasia | 422.0K | — | 185.4K | 264.4K | 301.7K | 100.4K | 1.27M | 35.31% | ↗ |
| 85 | 2017 | John Linker SVP Corporate Development and Investor Relations | 342.7K | — | 206.0K | 293.8K | 190.0K | 61.9K | 1.09M | 45.67% | ↗ |
| 86 | 2017 | John Linker EVP & Chief Financial Officer | 342.7K | — | 206.0K | 293.8K | 190.0K | 61.9K | 1.09M | 45.67% | ↗ |
| 87 | 2017 | John R. Linker EVP & Chief Financial Officer | 342.7K | — | 206.0K | 293.8K | 190.0K | 61.9K | 1.09M | 45.67% | ↗ |
| 88 | 2017 | Kirk Hachigian Chairman; Former Interim Chief Executive Officer | — | — | 110.0K | — | — | 190.0K | 300.0K | 36.67% | ↗ |
| 89 | 2016 | Kirk Hachigian Chairman; Former Interim Chief Executive Officer | 638.5K | — | — | — | 550.0K | 5.39M | 6.57M | 0.00% | ↗ |
| 90 | 2016 | Mark Beck Former President & Chief Executive Officer | 850.0K | — | — | 962.5K | 2.13M | 1.64M | 5.58M | 17.25% | ↗ |
| 91 | 2016 | Laura Doerre EVP, General Counsel & Chief Compliance Officer | 161.5K | 200.0K | 1.43M | — | 250.0K | 63.4K | 2.10M | 67.89% | ↗ |
| 92 | 2016 | L. Brooks Mallard Former EVP & Chief Financial Officer | 450.8K | — | — | 59.2K | 690.0K | 284.4K | 1.48M | 3.99% | ↗ |
| 93 | 2016 | L. Brooks Mallard EVP & Chief Financial Officer | 450.8K | — | — | 59.2K | 690.0K | 284.4K | 1.48M | 3.99% | ↗ |
| 94 | 2016 | John Dinger Former EVP & President, North America | 405.8K | — | — | 213.4K | 492.0K | 261.6K | 1.37M | 15.55% | ↗ |
| 95 | 2015 | Mark Beck Former President & Chief Executive Officer | 81.7K | 1.30M | 3.91M | 8.44M | — | — | 13.73M | 89.93% | ↗ |
| 96 | 2015 | John Dinger Former EVP & President, North America | 65.8K | 225.0K | 260.4K | 1.88M | — | 15.0K | 2.45M | 87.52% | ↗ |
| 97 | 2015 | L. Brooks Mallard EVP & Chief Financial Officer | 415.4K | — | — | 351.2K | 600.0K | 56.3K | 1.42M | 24.68% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| William J. Christensen | Chief Executive Officer & Director | 2M | male |
| Matthew Meier | Executive Vice President and Chief Digital & Information Officer | 997.8K | male |
| Matt Meier | Executive Vice President and Chief Digital & Information Officer | 997.8K | male |
| Samantha L. Stoddard | Executive Vice President & Chief Financial Officer | 731.3K | female |
| James S. Hayes | Executive Vice President, General Counsel & Corporate Secretary | 658.3K | male |
| Wendy A. Livingston | Executive Vice President & Chief Human Resources Officer | 639.4K | female |
| Peggie Bolan | Vice President & GM NA Bldg Prod and Fiber | — | female |
| Jeffrey Donald Embt | Chief Accounting Officer | — | male |
| Rachael Elliott | Executive Vice President of North America | — | female |
| James Hunter Armstrong | Vice President of Investor Relations | — | male |
| Daniel DeHart Jacobs | Vice President & GM of Windows JELD-WEN North America | — | male |
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Community Opinion for JELD
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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