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J&J Snack Foods Corp. (JJSF)

USD76.56 +0.89 (+1.18%)
US NASDAQ Consumer Defensive Packaged Foods
Address 6000 Central Highway 8109
Mount Laurel, NJ, US
CEO Daniel J. Fachner
IPO 1986-02-04
CIK 785956 ISIN US4660321096

Explore sections of this company profile

Description

J&J Snack Foods Corp. (JJSF) operates as a prominent manufacturer, marketer, and distributor of nutritious snack foods and a wide array of beverages. The company serves both the food service industry and retail supermarkets across the United States, Mexico, and Canada. Its operations are structured into three distinct divisions: Food Service, Retail Supermarkets, and Frozen Beverages. JJSF boasts an extensive and diverse product portfolio. Its popular soft pretzels are marketed under numerous brand names, including SUPERPRETZEL, PRETZEL FILLERS, PRETZELFILS, GOURMET TWISTS, MR. TWISTER, SOFT PRETZEL BITES, SOFTSTIX, SOFT PRETZEL BUNS, TEXAS TWIST, BAVARIAN BAKERY, SUPERPRETZEL BAVARIAN, NEW YORK PRETZEL, KIM & SCOTT'S GOURMET PRETZELS, SERIOUSLY TWISTED!, BRAUHAUS, AUNTIE ANNE'S, and LABRIOLA, alongside proprietary private label options. The company's frozen novelty selection features well-known options such as LUIGI'S, WHOLE FRUIT, PHILLY SWIRL, SOUR PATCH, ICEE, and MINUTE MAID. For churro enthusiasts, offerings include TIO PEPE'S and CALIFORNIA CHURROS, while handheld items are sold under the SUPREME STUFFERS and SWEET STUFFERS brands. A comprehensive range of bakery products, encompassing biscuits, fig and fruit bars, cookies, breads, rolls, crumbs, muffins, and donuts, is available through brands like MRS. GOODCOOKIE, READI-BAKE, COUNTRY HOME, MARY B'S, DADDY RAY'S, and HILL & VALLEY, in addition to private label assortments. Furthermore, JJSF provides frozen beverages under the ICEE, SLUSH PUPPIE, and PARROT ICE labels. Funnel cakes are sold under the FUNNEL CAKE FACTORY brand, alongside various other food items. Beyond its consumer product lines, the company also supplies machinery and related parts to other businesses within the food and beverage sector. JJSF distributes its wide array of products through an established network that includes food brokers, independent sales distributors, and its dedicated direct sales force. Its customer base is remarkably broad, serving snack bars and food stands situated in diverse locations such as retail chains, department and mass merchandising outlets, malls, shopping centers, fast-food and casual dining establishments, stadiums, sports arenas, leisure and theme parks, convenience stores, movie theaters, warehouse club stores, schools, colleges, other institutional clients, and independent retailers. J&J Snack Foods Corp. was founded in 1971 and maintains its corporate headquarters in Pennsauken, New Jersey.

News Sentiment (7d)
50 Neutral

Based on only 1 article — low confidence

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
USD76.56 +0.89 (+1.18%)
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Volume Profile
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Liquidity & share structure
Average Volume
268.7K
Beta
0.39
Float Shares
15.08M
Free Float %
79.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.67% -10.78% -15.26% -17.90% -14.89% -22.65% -41.41% -56.16% -57.51% -34.06% +2,327.08%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (11 ratings, all time) Buy
Price Targets & DCF
Current price
76.56
DCF (Unlevered) 126.86 +65.7%
DCF (Levered) 309.09 +303.7%

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) 67% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 2 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
4.22
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Packaged Foods: +4.4%
    +0.5% Q1'26: -3.2% (vs Q1'25)
  • EPS growth Packaged Foods: +14.6%
    -24.5% Q1'26: -64.6% (vs Q1'25)
  • FCF margin FCF growth · Packaged Foods: +15.9%
    +4.4% Q1'26: -0.1% (vs Q1'25)
  • EBIT margin Packaged Foods: +7.9%
    +5.6% Q1'26: +1.9% (vs Q1'25)
  • ROIC Packaged Foods: +7.0%
    +6.5% Q1'26: +1.9% (vs Q1'25)
  • Share dilution Packaged Foods: +0.0%
    +0.5% Q1'26: -3.2% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Packaged Foods: 0.19×
    1.01× Q1'26: 1.89× (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 (0.44) × ERP
WACC = 90% × Ke + 10% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 133.04 Current price: 76.56
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 2009
actual
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
Sep 2026
2 Rev. Ana.
1 EPS Ana.
Sep 2027
3 Rev. Ana.
2 EPS Ana.
Sep 2028
2 Rev. Ana.
1 EPS Ana.
Revenue
653.05M
est: 523.65M (+24.7%)
696.70M
est: 697.98M (-0.2%)
744.07M
est: 829.83M (-10.3%)
830.80M
est: 755.20M (+10.0%)
867.68M
est: 835.19M (+3.9%)
919.45M
est: 957.63M (-4.0%)
976.26M
est: 982.30M (-0.6%)
992.78M
est: 996.02M (-0.3%)
1.08B
est: 1.05B (+2.8%)
1.14B
est: 1.14B (-0.5%)
1.19B
est: 1.18B (+0.2%)
1.02B
est: 997.70M (+2.4%)
1.14B
est: 1.13B (+1.0%)
1.38B
est: 1.36B (+1.2%)
1.56B
est: 1.56B (+0.2%)
1.57B
est: 1.58B (-0.1%)
1.58B
est: 1.59B (-0.2%)
1.55B
1.54B – 1.55B
-2.5% YoY
1.57B
1.57B – 1.58B
+1.6% YoY
1.58B
1.58B – 1.58B
+0.5% YoY
EBITDA
96.08M
est: 75.92M (+26.6%)
107.46M
est: 106.92M (+0.5%)
114.06M
est: 116.05M (-1.7%)
117.30M
est: 109.38M (+7.2%)
130.96M
est: 131.63M (-0.5%)
147.91M
est: 150.30M (-1.6%)
149.77M
est: 156.86M (-4.5%)
152.42M
est: 153.70M (-0.8%)
158.36M
est: 193.30M (-18.1%)
157.22M
est: 176.22M (-10.8%)
165.50M
est: 179.36M (-7.7%)
74.60M
est: 105.16M (-29.1%)
123.42M
est: 121.71M (+1.4%)
115.90M
est: 148.84M (-22.1%)
174.34M
est: 169.80M (+2.7%)
191.37M
est: 180.60M (+6.0%)
161.25M
est: 181.69M (-11.2%)
177.09M
176.61M – 177.73M
-2.5% YoY
179.98M
179.49M – 180.63M
+1.6% YoY
180.90M
180.73M – 181.08M
+0.5% YoY
EBIT
68.32M
est: 54.90M (+24.5%)
78.28M
est: 75.67M (+3.5%)
84.20M
est: 76.21M (+10.5%)
86.36M
est: 81.25M (+6.3%)
97.40M
est: 95.65M (+1.8%)
111.32M
est: 106.63M (+4.4%)
110.89M
est: 116.74M (-5.0%)
116.94M
est: 110.87M (+5.5%)
123.40M
est: 122.51M (+0.7%)
110.78M
est: 117.46M (-5.7%)
116.96M
est: 116.95M (+0.0%)
21.55M
est: 62.60M (-65.6%)
74.03M
est: 77.14M (-4.0%)
62.78M
est: 82.74M (-24.1%)
111.20M
est: 94.77M (+17.3%)
120.77M
est: 97.77M (+23.5%)
87.92M
est: 98.36M (-10.6%)
95.87M
95.61M – 96.22M
-2.5% YoY
97.43M
97.17M – 97.79M
+1.6% YoY
97.93M
97.84M – 98.03M
+0.5% YoY
Net Income
41.31M
est: 33.79M (+22.3%)
48.41M
est: 47.84M (+1.2%)
55.06M
est: 54.53M (+1.0%)
54.12M
est: 52.08M (+3.9%)
64.38M
est: 63.43M (+1.5%)
71.81M
est: 71.49M (+0.4%)
70.18M
est: 74.22M (-5.4%)
75.98M
est: 74.47M (+2.0%)
79.17M
est: 101.32M (-21.9%)
103.60M
est: 89.27M (+16.0%)
94.82M
est: 94.68M (+0.1%)
18.31M
est: 15.64M (+17.1%)
55.61M
est: 58.23M (-4.5%)
47.24M
est: 61.81M (-23.6%)
78.91M
est: 79.56M (-0.8%)
86.55M
est: 101.06M (-14.4%)
65.60M
est: 76.67M (-14.4%)
80.78M
80.45M – 81.11M
+5.4% YoY
89.52M
89.15M – 89.88M
+10.8% YoY
88.02M
87.66M – 88.38M
-1.7% YoY
SGA
141.91M
est: 103.34M (+37.3%)
150.62M
est: 147.94M (+1.8%)
152.67M
est: 166.45M (-8.3%)
165.22M
est: 142.52M (+15.9%)
165.90M
est: 158.52M (+4.7%)
180.73M
est: 188.03M (-3.9%)
190.00M
est: 196.16M (-3.1%)
191.66M
est: 185.54M (+3.3%)
212.92M
est: 220.77M (-3.6%)
225.51M
est: 238.93M (-5.6%)
232.04M
est: 235.70M (-1.6%)
214.48M
est: 223.09M (-3.9%)
226.76M
est: 221.94M (+2.2%)
306.46M
est: 362.56M (-15.5%)
358.49M
est: 414.32M (-13.5%)
369.18M
est: 352.47M (+4.7%)
369.70M
est: 354.60M (+4.3%)
345.63M
344.69M – 346.87M
-2.5% YoY
351.26M
350.31M – 352.53M
+1.6% YoY
353.06M
352.73M – 353.40M
+0.5% YoY
EPS
2.23
est: 1.53 (+45.8%)
2.61
est: 2.55 (+2.4%)
2.95
est: 2.71 (+8.9%)
2.87
est: 2.53 (+13.4%)
3.43
est: 3.25 (+5.5%)
3.85
est: 3.88 (-0.8%)
3.76
est: 3.88 (-3.0%)
4.07
est: 4.18 (-2.6%)
4.23
est: 4.17 (+1.6%)
5.54
est: 4.55 (+21.7%)
5.04
est: 5.06 (-0.3%)
0.97
est: 0.80 (+21.3%)
2.92
est: 3.20 (-8.8%)
2.47
est: 2.57 (-4.0%)
4.10
est: 4.12 (-0.6%)
4.46
est: 5.18 (-13.9%)
3.37
est: 3.92 (-14.0%)
4.13
4.12 – 4.15
+5.4% YoY
4.58
4.56 – 4.60
+10.8% YoY
4.50
4.48 – 4.52
-1.7% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 A- 4/5 5/5 3/5 4/5 3/5 2/5 3/5
2026-05-11 A- 4/5 5/5 3/5 4/5 3/5 2/5 3/5
2026-05-08 A- 4/5 5/5 3/5 4/5 3/5 2/5 3/5
2026-05-07 A- 4/5 5/5 3/5 4/5 3/5 2/5 3/5
2026-05-06 A- 4/5 5/5 3/5 4/5 3/5 2/5 3/5
2026-05-05 A- 4/5 5/5 3/5 4/5 3/5 2/5 3/5
2026-05-04 A- 4/5 5/5 3/5 4/5 3/5 2/5 3/5
2026-05-01 B+ 3/5 5/5 3/5 4/5 2/5 2/5 3/5
2026-04-30 B+ 3/5 5/5 3/5 4/5 2/5 2/5 3/5
2026-04-29 B+ 3/5 5/5 3/5 4/5 2/5 2/5 3/5
2026-04-28 B+ 3/5 5/5 3/5 4/5 2/5 2/5 3/5
2026-04-27 B+ 3/5 5/5 3/5 4/5 2/5 2/5 3/5
2026-04-24 B+ 3/5 5/5 3/5 4/5 2/5 2/5 3/5
2026-04-23 A- 4/5 5/5 3/5 5/5 2/5 2/5 3/5
2026-04-22 A- 4/5 5/5 3/5 5/5 2/5 2/5 3/5
2026-04-21 A- 4/5 5/5 3/5 5/5 2/5 2/5 3/5
2026-04-20 A- 4/5 5/5 3/5 5/5 2/5 2/5 3/5
2026-04-17 A- 4/5 5/5 3/5 5/5 2/5 2/5 3/5
2026-04-16 A- 4/5 5/5 3/5 5/5 2/5 2/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
77.95M
OE per share TTM
3.98
Owner's Yield
5.24%
Maintenance CapEx ratio
1,211.19%
Maint CapEx / Avg PPE
36.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
50
Total invested
46.57M
Insider transactions (90d)
0
Beneficial owners (>5%)
24
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 ###-##-#### 4.51M 25.00% 4.67M 4.51M 122.6K IN United States of America 2006-02-09
2 XXX-XX-XXXX 3.97M 22.00% 4.21M 3.97M 183.5K IN United States of America 2009-02-05
3 (1) BlackRock, Inc. 2.29M 12.00% 2.26M 2.29M HC Delaware 2022-01-27
4 Neuberger Berman Inc. 1.88M 10.07% 1.4K 1.51M 1.88M HC Delaware 2008-05-09
5 Allspring Global Investments Holdings, LLC 1.62M 8.34% 1.49M 1.62M HC Delaware 2024-10-09
6 Allspring Global Investments, LLC 1.62M 8.34% 331.3K 1.62M IA Delaware 2024-10-09
7 Neuberger Berman Management Inc. 1.51M 8.09% 1.51M 1.51M IA Delaware 2008-05-09
8 The Vanguard Group - 23-1945930 1.50M 7.86% 28.1K 1.46M 41.7K IA Pennsylvania For 2022-02-10
9 Neuberger Berman Group LLC 1.42M 7.60% 1.28M 1.42M HC Delaware 2012-02-15
10 52-2343049 1.30M 6.96% 1.30M 1.30M IA New York 2012-01-13
11 061523639 1.26M 6.82% 1.18M 1.26M HC Delaware 2007-02-13
12 135521910 1.26M 6.82% 1.18M 1.26M BD, IA Delaware 2007-02-13
13 132667528 1.18M 6.36% 1.18M 1.18M IA New York 2007-02-13
14 134035886 1.18M 6.35% 1.18M 1.18M IV Delaware 2007-02-13
15 Neuberger Berman Equity Funds 1.17M 6.24% 1.17M 1.17M IV Delaware 2012-02-15
16 Allspring Funds Management, LLC 1.16M 5.97% 1.16M 1.2K IA Delaware 2024-10-09
17 BlackRock for purposes of Schedule 13G filings. 1.11M 6.06% 1.11M 1.11M HC Delaware 2010-01-29
18 Wells Capital Management Incorporated 1.05M 5.54% 1.00M IA California 2021-02-11
19 Macquarie Group Limited 1.03M 5.39% HC 2022-02-14
20 Macquarie Investment Management Business Trust 1.03M 5.39% 1.02M 1.02M IA 2022-02-14
21 Macquarie Management Holdings Inc 1.03M 5.39% 1.02M 1.02M HC 2022-02-14
22 Wells Fargo & Company 65.0K 0.34% 24.9K 26.5K 24.9K 40.1K HC Delaware 2022-01-27
23 10. 355.00 0.00% 355.00 355.00 CO 2021-02-12
24 Macquarie Investment Management Group Limited 124.00 0.00% 124.00 124.00 CO 2022-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
50
-206 vs prev Q
New positions
6
Closed positions
210
Increased
20
Reduced
20
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 MACQUARIE MANAGEMENT HOLDINGS, INC. 719.2K +719.2K (+100.0%) 64.99B +65.0B (+100.0%) 3.72% +3.723 pp 0.10% +0.098 pp USD90.37 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 2.49M +242.7K (+10.8%) 224.83M +9.1M (+4.2%) 12.88% +1.349 pp 0.00% +0.000 pp USD163.84 -44.8% 6 qtrs
3 VANGUARD GROUP INC 2.00M +31.6K (+1.6%) 180.82M -8.4M (-4.4%) 10.36% +0.245 pp 0.00% 0.000 pp USD102.92 -12.2% 84 qtrs
4 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 1.74M +27.0K (+1.6%) 157.45M -10.9M (-6.5%) 9.01% +0.210 pp 0.26% -0.015 pp USD153.15 -41.0% 17 qtrs
5 STATE STREET CORP 778.2K -10.0K (-1.3%) 70.90M -5.5M (-7.2%) 4.03% -0.020 pp 0.00% 0.000 pp USD125.72 -28.1% 51 qtrs
6 DIMENSIONAL FUND ADVISORS LP 544.9K +2.1K (+0.4%) 49.24M -2.9M (-5.6%) 2.82% +0.034 pp 0.01% -0.001 pp USD101.31 -10.8% 51 qtrs
7 GENEVA CAPITAL MANAGEMENT LLC 456.0K -85.2K (-15.7%) 41.21M -10.8M (-20.8%) 2.36% -0.419 pp 0.77% -0.118 pp USD127.94 -29.4% 24 qtrs
8 MORGAN STANLEY 432.0K +98.4K (+29.5%) 39.04M +7.0M (+21.8%) 2.24% +0.523 pp 0.00% +0.000 pp USD138.23 -34.6% 51 qtrs
9 WESTWOOD HOLDINGS GROUP INC 413.7K +33.2K (+8.7%) 37.39M +822.5K (+2.2%) 2.14% +0.188 pp 0.30% +0.043 pp USD127.42 -29.1% 51 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 382.9K +1.9K (+0.5%) 34.61M -2.0M (-5.5%) 1.98% +0.026 pp 0.00% 0.000 pp USD130.72 -30.9% 78 qtrs
11 ROYCE & ASSOCIATES LP 327.5K +327.5K (+100.0%) 29.60M +29.6M (+100.0%) 1.70% +1.696 pp 0.30% +0.300 pp USD90.37 +0.0% 1 qtrs NEW
12 BANK OF AMERICA CORP /DE/ 257.1K -86.4K (-25.2%) 23.23M -9.8M (-29.6%) 1.33% -0.433 pp 0.00% -0.001 pp USD143.16 -36.9% 52 qtrs
13 DAVENPORT & CO LLC 233.4K -13.8K (-5.6%) 20.96M -2.7M (-11.6%) 1.21% -0.061 pp 0.11% -0.015 pp USD158.88 -43.1% 19 qtrs
14 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 217.2K +26.7K (+14.0%) 19.63M +1.3M (+7.2%) 1.12% +0.146 pp 0.00% +0.000 pp USD117.27 -22.9% 100 qtrs
15 BANK OF NEW YORK MELLON CORP 178.7K -50.1K (-21.9%) 16.15M -5.8M (-26.5%) 0.93% -0.250 pp 0.00% -0.001 pp USD119.71 -24.5% 66 qtrs
16 NORTHERN TRUST CORP 176.4K -7.3K (-4.0%) 15.94M -1.7M (-9.7%) 0.91% -0.030 pp 0.00% 0.000 pp USD106.46 -15.1% 51 qtrs
17 QUBE RESEARCH & TECHNOLOGIES LTD 174.6K +101.2K (+138.1%) 15.77M +8.7M (+123.9%) 0.90% +0.527 pp 0.02% +0.009 pp USD92.77 -2.6% 5 qtrs
18 GOLDMAN SACHS GROUP INC 171.7K +128.3K (+295.5%) 15.52M +11.3M (+272.0%) 0.89% +0.666 pp 0.00% +0.001 pp USD108.41 -16.6% 73 qtrs
19 VOLORIDGE INVESTMENT MANAGEMENT, LLC 150.8K +64.2K (+74.1%) 13.63M +5.3M (+63.7%) 0.78% +0.336 pp 0.05% +0.020 pp USD103.08 -12.3% 4 qtrs
20 JANE STREET GROUP, LLC 126.8K +73.3K (+137.0%) 11.46M +6.3M (+122.9%) 0.66% +0.382 pp 0.00% +0.001 pp USD98.33 -8.1% 26 qtrs
21 ARISTOTLE CAPITAL BOSTON, LLC 118.9K -12.2K (-9.3%) 10.75M -1.9M (-14.7%) 0.62% -0.058 pp 0.59% -0.059 pp USD152.77 -40.8% 18 qtrs
22 VICTORY CAPITAL MANAGEMENT INC 118.7K +55.9K (+89.1%) 10.72M +4.7M (+77.8%) 0.61% +0.292 pp 0.01% +0.003 pp USD96.43 -6.3% 43 qtrs
23 INVESCO LTD. 111.5K +19.9K (+21.7%) 10.07M +1.3M (+14.5%) 0.58% +0.107 pp 0.00% +0.000 pp USD124.70 -27.5% 57 qtrs
24 CITADEL ADVISORS LLC 104.5K -17.2K (-14.2%) 9.44M -2.3M (-19.3%) 0.54% -0.084 pp 0.00% 0.000 pp USD101.24 -10.7% 31 qtrs
25 D. E. SHAW & CO., INC. 102.1K +75.7K (+286.7%) 9.23M +6.7M (+263.7%) 0.53% +0.393 pp 0.01% +0.004 pp USD94.87 -4.7% 9 qtrs
26 SEI INVESTMENTS CO 97.5K +11.5K (+13.4%) 8.81M +546.5K (+6.6%) 0.51% +0.063 pp 0.01% 0.000 pp USD142.07 -36.4% 45 qtrs
27 THRIVENT FINANCIAL FOR LUTHERANS 97.1K -339.1K (-77.7%) 8.77M -33.1M (-79.1%) 0.50% -1.738 pp 0.02% -0.067 pp USD159.83 -43.5% 60 qtrs
28 RUSSELL INVESTMENTS GROUP, LTD. 87.0K +84.5K (+3,379.2%) 7.86M +7.6M (+3,172.1%) 0.45% +0.438 pp 0.01% +0.008 pp USD91.69 -1.4% 37 qtrs
29 TREXQUANT INVESTMENT LP 85.6K +24.0K (+38.9%) 7.74M +1.8M (+30.7%) 0.44% +0.127 pp 0.07% +0.008 pp USD98.66 -8.4% 3 qtrs
30 CREATIVE PLANNING 82.5K +62.2K (+306.7%) 7.46M +5.5M (+282.5%) 0.43% +0.323 pp 0.01% +0.004 pp USD98.80 -8.5% 11 qtrs
31 BERNZOTT CAPITAL ADVISORS 76.2K -26.8K (-26.0%) 6.89M -3.0M (-30.4%) 0.39% -0.134 pp 3.28% -1.393 pp USD126.35 -28.5% 7 qtrs
32 PRINCIPAL FINANCIAL GROUP INC 74.5K -833.0 (-1.1%) 6.73M -506.0K (-7.0%) 0.39% -0.001 pp 0.00% 0.000 pp USD81.75 +10.5% 81 qtrs
33 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 73.2K +73.2K (+100.0%) 6.62M +6.6M (+100.0%) 0.38% +0.379 pp 0.00% +0.004 pp USD90.37 +0.0% 3 qtrs
34 AQR CAPITAL MANAGEMENT LLC 71.6K +54.6K (+321.0%) 6.47M +4.8M (+296.0%) 0.37% +0.283 pp 0.00% +0.002 pp USD93.10 -2.9% 4 qtrs
35 PROSHARE ADVISORS LLC 68.1K +8.1K (+13.6%) 6.16M +393.0K (+6.8%) 0.35% +0.045 pp 0.01% -0.001 pp USD136.81 -33.9% 54 qtrs
36 SG CAPITAL MANAGEMENT LLC 59.0K +59.0K (+100.0%) 5.33M +5.3M (+100.0%) 0.31% +0.305 pp 0.51% +0.512 pp USD90.37 +0.0% 1 qtrs NEW
37 BESSEMER GROUP INC 56.1K +50.5K (+897.1%) 5.07M +4.5M (+837.5%) 0.29% +0.262 pp 0.01% +0.007 pp USD97.47 -7.3% 20 qtrs
38 PUBLIC SECTOR PENSION INVESTMENT BOARD 53.9K -6.8K (-11.2%) 4.87M -960.7K (-16.5%) 0.28% -0.033 pp 0.02% -0.005 pp USD139.87 -35.4% 58 qtrs
39 FIRST TRUST ADVISORS LP 53.4K -351.0K (-86.8%) 4.83M -34.0M (-87.6%) 0.28% -1.801 pp 0.00% -0.025 pp USD149.36 -39.5% 51 qtrs
40 WELLS FARGO & COMPANY/MN 50.9K +18.5K (+57.1%) 4.60M +1.5M (+47.7%) 0.26% +0.097 pp 0.00% +0.000 pp USD108.26 -16.5% 57 qtrs
41 SG AMERICAS SECURITIES, LLC 48.9K +43.3K (+776.8%) 4.42M +3.9M (+725.2%) 0.25% +0.224 pp 0.01% +0.004 pp USD93.93 -3.8% 38 qtrs
42 CRAWFORD INVESTMENT COUNSEL INC 47.9K +5.2K (+12.2%) 4.33M +225.6K (+5.5%) 0.25% +0.029 pp 0.07% +0.004 pp USD141.97 -36.3% 21 qtrs
43 RHUMBLINE ADVISERS 44.7K -1.1K (-2.5%) 4.04M -364.7K (-8.3%) 0.23% -0.004 pp 0.00% 0.000 pp USD124.62 -27.5% 55 qtrs
44 GAMCO INVESTORS, INC. ET AL 43.6K +— (+0.0%) 3.94M -249.4K (-6.0%) 0.23% +0.002 pp 0.04% -0.003 pp USD43.47 +107.9% 64 qtrs
45 PHOCAS FINANCIAL CORP. 40.4K +40.4K (+100.0%) 3.65M +3.6M (+100.0%) 0.21% +0.209 pp 0.47% +0.474 pp USD90.37 +0.0% 1 qtrs NEW
46 LEGAL & GENERAL GROUP PLC 40.0K -2.2K (-5.1%) 3.62M -436.8K (-10.8%) 0.21% -0.010 pp 0.00% 0.000 pp USD140.59 -35.7% 46 qtrs
47 AMERICAN CENTURY COMPANIES INC 32.8K +242.0 (+0.7%) 2.97M -164.6K (-5.3%) 0.17% +0.003 pp 0.00% 0.000 pp USD118.57 -23.8% 13 qtrs
48 NUVEEN, LLC 32.7K -1.1K (-3.4%) 2.96M -297.1K (-9.1%) 0.17% -0.005 pp 0.00% 0.000 pp USD131.72 -31.4% 4 qtrs
49 RK ASSET MANAGEMENT, LLC 32.4K +2.5K (+8.2%) 2.93M +50.0K (+1.7%) 0.17% +0.014 pp 2.76% +0.145 pp USD146.04 -38.1% 13 qtrs
50 SWISS NATIONAL BANK 30.7K +600.0 (+2.0%) 2.77M -118.0K (-4.1%) 0.16% +0.004 pp 0.00% +0.000 pp USD113.73 -20.5% 51 qtrs
51 AMERIPRISE FINANCIAL INC 29.4K +896.0 (+3.1%) 2.66M -79.9K (-2.9%) 0.15% +0.006 pp 0.00% +0.000 pp USD51.69 +74.8% 55 qtrs
52 RAYMOND JAMES FINANCIAL INC 29.2K +5.1K (+21.2%) 2.64M +322.7K (+14.0%) 0.15% +0.027 pp 0.00% +0.000 pp USD126.47 -28.5% 5 qtrs
53 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 27.4K +40.0 (+0.1%) 2.47M -152.6K (-5.8%) 0.14% +0.001 pp 0.01% -0.001 pp USD131.28 -31.2% 51 qtrs
54 XTX TOPCO LTD 26.8K +23.9K (+837.7%) 2.42M +2.1M (+781.9%) 0.14% +0.124 pp 0.06% +0.049 pp USD92.83 -2.7% 3 qtrs
55 UBS ASSET MANAGEMENT AMERICAS INC 26.1K -2.0K (-7.2%) 2.36M -343.4K (-12.7%) 0.14% -0.009 pp 0.00% 0.000 pp USD138.98 -35.0% 51 qtrs
56 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 25.9K -135.0 (-0.5%) 2.34M -161.0K (-6.4%) 0.13% +0.000 pp 0.00% 0.000 pp USD81.04 +11.5% 51 qtrs
57 CAPSTONE INVESTMENT ADVISORS, LLC 25.6K +3.5K (+15.8%) 2.31M +188.1K (+8.9%) 0.13% +0.019 pp 0.00% +0.001 pp USD95.31 -5.2% 2 qtrs
58 BARCLAYS PLC 24.2K -5.8K (-19.4%) 2.19M -3.0M (-57.7%) 0.13% -0.029 pp 0.00% -0.001 pp USD152.29 -40.7% 51 qtrs
59 JPMORGAN CHASE & CO 23.9K -29.4K (-55.2%) 2.16M -3.0M (-57.8%) 0.12% -0.150 pp 0.00% 0.000 pp USD139.47 -35.2% 51 qtrs
60 BRIDGE CITY CAPITAL, LLC 23.2K -4.3K (-15.8%) 2.09M -550.0K (-20.8%) 0.12% -0.021 pp 0.62% -0.091 pp USD137.25 -34.2% 35 qtrs
61 GABELLI FUNDS LLC 22.5K +— (+0.0%) 2.03M -128.7K (-6.0%) 0.12% +0.001 pp 0.01% -0.001 pp USD44.72 +102.1% 64 qtrs
62 UBS GROUP AG 22.4K -4.2K (-15.8%) 2.02M -532.1K (-20.8%) 0.12% -0.021 pp 0.00% 0.000 pp USD154.30 -41.4% 45 qtrs
63 SUSQUEHANNA INTERNATIONAL GROUP, LLP 21.5K -19.4K (-47.4%) 1.94M -2.0M (-50.6%) 0.11% -0.099 pp 0.00% 0.000 pp USD96.98 -6.8% 3 qtrs
64 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 21.5K +9.1K (+73.2%) 1.94M +749.2K (+62.9%) 0.11% +0.048 pp 0.00% +0.001 pp USD93.67 -3.5% 2 qtrs
65 EULAV ASSET MANAGEMENT 20.8K -18.8K (-47.5%) 1.88M -1.9M (-50.6%) 0.11% -0.096 pp 0.05% -0.038 pp USD115.74 -21.9% 57 qtrs
66 ALLIANCEBERNSTEIN L.P. 20.4K +2.8K (+15.9%) 1.85M +152.8K (+9.0%) 0.11% +0.015 pp 0.00% +0.000 pp USD120.36 -24.9% 61 qtrs
67 ENGINEERS GATE MANAGER LP 20.2K +6.3K (+44.7%) 1.83M +485.2K (+36.1%) 0.10% +0.033 pp 0.02% +0.006 pp USD94.32 -4.2% 2 qtrs
68 GOTHAM ASSET MANAGEMENT, LLC 19.2K +19.2K (+100.0%) 1.74M +1.7M (+100.0%) 0.10% +0.100 pp 0.01% +0.006 pp USD90.37 +0.0% 1 qtrs NEW
69 NUMERAI GP LLC 19.2K +19.2K (+100.0%) 1.73M +1.7M (+100.0%) 0.10% +0.099 pp 0.21% +0.209 pp USD90.37 +0.0% 1 qtrs NEW
70 TWO SIGMA ADVISERS, LP 19.0K -6.3K (-24.9%) 1.72M -714.0K (-29.4%) 0.10% -0.032 pp 0.00% -0.002 pp USD96.09 -6.0% 2 qtrs
71 VERITION FUND MANAGEMENT LLC 18.9K -6.7K (-26.2%) 1.71M -754.3K (-30.6%) 0.10% -0.034 pp 0.01% -0.004 pp USD108.59 -16.8% 4 qtrs
72 EXCHANGE TRADED CONCEPTS, LLC 18.8K +312.0 (+1.7%) 1.70M -77.8K (-4.4%) 0.10% +0.002 pp 0.01% -0.002 pp USD137.37 -34.2% 10 qtrs
73 NEW YORK STATE COMMON RETIREMENT FUND 18.2K +5.5K (+43.6%) 1.65M +427.5K (+35.0%) 0.09% +0.029 pp 0.00% +0.001 pp USD124.65 -27.5% 82 qtrs
74 HOLOCENE ADVISORS, LP 16.9K -5.1K (-23.3%) 1.53M -590.5K (-27.9%) 0.09% -0.026 pp 0.00% -0.002 pp USD114.96 -21.4% 8 qtrs
75 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 16.9K +4.2K (+33.2%) 1.52M +307.2K (+25.3%) 0.09% +0.022 pp 0.02% +0.004 pp USD99.43 -9.1% 3 qtrs
76 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 16.7K +— (+0.0%) 1.51M -95.5K (-6.0%) 0.09% +0.001 pp 0.05% -0.011 pp USD136.19 -33.6% 5 qtrs
77 RENAISSANCE TECHNOLOGIES LLC 16.7K -19.1K (-53.4%) 1.51M -1.9M (-56.1%) 0.09% -0.097 pp 0.00% -0.002 pp USD149.25 -39.5% 83 qtrs
78 BALLENTINE PARTNERS, LLC 16.2K +14.0K (+638.5%) 1.46M +1.3M (+594.6%) 0.08% +0.073 pp 0.02% +0.018 pp USD93.35 -3.2% 3 qtrs
79 DARK FOREST CAPITAL MANAGEMENT LP 16.1K +1.5K (+10.2%) 1.46M +50.9K (+3.6%) 0.08% +0.008 pp 0.07% +0.024 pp USD95.56 -5.4% 2 qtrs
80 PRICE T ROWE ASSOCIATES INC /MD/ 15.3K +687.0 (+4.7%) 1.39M -21.0K (-1.5%) 0.08% +0.004 pp 0.00% +0.000 pp USD124.73 -27.5% 62 qtrs
81 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 15.2K +598.0 (+4.1%) 1.37M -29.2K (-2.1%) 0.08% +0.004 pp 0.00% 0.000 pp USD95.29 -5.2% 52 qtrs
82 QUANTINNO CAPITAL MANAGEMENT LP 15.0K +9.9K (+196.6%) 1.35M +867.2K (+179.0%) 0.08% +0.052 pp 0.00% +0.001 pp USD96.05 -5.9% 3 qtrs
83 ANCORA ADVISORS, LLC 14.9K +14.9K (+51,413.8%) 1.35M +1.3M (+48,340.5%) 0.08% +0.077 pp 0.03% +0.028 pp USD90.41 0.0% 3 qtrs
84 PRUDENTIAL FINANCIAL INC 14.6K -911.0 (-5.9%) 1.32M -171.3K (-11.5%) 0.08% -0.004 pp 0.00% 0.000 pp USD153.13 -41.0% 85 qtrs
85 SHUFRO ROSE & CO LLC 13.9K +— (+0.0%) 1.26M -576.5K (-31.4%) 0.07% +0.001 pp 0.09% -0.065 pp USD135.80 -33.5% 40 qtrs
86 DEUTSCHE BANK AG\ 13.5K +830.0 (+6.6%) 1.22M +2.6K (+0.2%) 0.07% +0.005 pp 0.00% +0.000 pp USD144.83 -37.6% 50 qtrs
87 FMR LLC 13.5K -141.6K (-91.3%) 1.22M -13.7M (-91.8%) 0.07% -0.727 pp 0.00% -0.001 pp USD113.84 -20.6% 55 qtrs
88 MARTINGALE ASSET MANAGEMENT L P 13.2K +2.0 (+0.0%) 1.19M -75.4K (-5.9%) 0.07% +0.001 pp 0.03% -0.002 pp USD140.85 -35.8% 53 qtrs
89 GREAT WEST LIFE ASSURANCE CO /CAN/ 13.1K +— (+0.0%) 1.18M -69.0K (-5.5%) 0.07% +0.001 pp 0.00% +0.000 pp USD167.53 -46.1% 49 qtrs
90 SOWELL FINANCIAL SERVICES LLC 12.6K -2.2K (-14.8%) 1.14M -282.7K (-19.8%) 0.07% -0.011 pp 0.04% -0.013 pp USD140.42 -35.6% 26 qtrs
91 MILLENNIUM MANAGEMENT LLC 12.4K -22.1K (-64.0%) 1.12M -2.2M (-66.2%) 0.06% -0.113 pp 0.00% -0.001 pp USD129.77 -30.4% 35 qtrs
92 TWO SIGMA INVESTMENTS, LP 12.3K -94.9K (-88.5%) 1.12M -9.2M (-89.2%) 0.06% -0.487 pp 0.00% -0.014 pp USD97.72 -7.5% 3 qtrs
93 CONFLUENCE INVESTMENT MANAGEMENT LLC 11.4K -6.7K (-37.0%) 1.03M -710.7K (-40.7%) 0.06% -0.034 pp 0.02% -0.009 pp USD139.28 -35.1% 23 qtrs
94 ENVESTNET ASSET MANAGEMENT INC 10.9K -14.8K (-57.6%) 982.9K -1.5M (-60.1%) 0.06% -0.075 pp 0.00% 0.000 pp USD148.42 -39.1% 51 qtrs
95 FRANKLIN RESOURCES INC 10.3K +8.2K (+387.4%) 934.2K +730.4K (+358.4%) 0.05% +0.043 pp 0.00% +0.000 pp USD91.54 -1.3% 9 qtrs
96 QUANTBOT TECHNOLOGIES LP 10.1K +8.3K (+464.9%) 912.7K +740.9K (+431.3%) 0.05% +0.043 pp 0.03% +0.026 pp USD91.38 -1.1% 2 qtrs
97 MARSHALL WACE, LLP 9.9K -41.0K (-80.6%) 891.5K -4.0M (-81.8%) 0.05% -0.210 pp 0.00% -0.004 pp USD102.49 -11.8% 13 qtrs
98 D.B. ROOT & COMPANY, LLC 9.7K -784.0 (-7.5%) 876.3K -130.8K (-13.0%) 0.05% -0.004 pp 0.21% -0.042 pp USD139.76 -35.3% 32 qtrs
99 MARINER, LLC 9.6K +6.5K (+210.5%) 871.5K +572.9K (+191.9%) 0.05% +0.034 pp 0.00% +0.001 pp USD102.28 -11.6% 14 qtrs
100 STATE OF ALASKA, DEPARTMENT OF REVENUE 8.8K +141.0 (+1.6%) 796.0K -38.0K (-4.6%) 0.05% +0.001 pp 0.01% 0.000 pp USD152.80 -40.9% 37 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 137 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Invesco S&P SmallCap Consumer Staples ETF PSCC 2.00% 753.3K 0.29%
2 Invesco High Yield Equity Dividend Achievers ETF PEY 1.63% 18.04M 0.54%
3 ProShares - Russell 2000 Dividend Growers ETF SMDV 0.94% 6.48M 0.40%
4 Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD 0.93% 671.7K 0.30%
5 ETC 6 Meridian Small Cap Equity ETF SIXS 0.91% 970.0K 0.52%
6 First Trust Horizon Managed Volatility Small/Mid ETF HSMV 0.58% 200.1K 0.80%
7 Distillate Small/Mid Cash Flow ETF DSMC 0.47% 618.7K 0.55%
8 First Trust Small Cap Core AlphaDEX Fund FYX 0.27% 3.61M 0.58%
9 Sovereign's Capital Flourish Fund SOVF 0.26% 286.3K 0.75%
10 State Street SPDR US Small Cap Low Volatility Index ETF SMLV 0.25% 632.6K 0.12%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
2.71
Bullish
Buys
1
Sells
1
Shares acquired
482.00
Shares disposed
178.00
Cash buys
Cash sales
Net activity
+304
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-02-12 Ciaramello Kathleen E Director A-Award A Common stock, no par value 482 85.14 41.0K 1,495 D
2026-01-01 FACHNER DAN Director / Officer F-InKind D Common stock, no par value 178 90.37 16.1K 47,215 D
2025-12-02 Munsell Shawn Officer F-InKind D Common stock, no par value 94 94.03 8.8K 3,703 D
2025-11-24 FACHNER DAN Director / Officer G-Gift D Common stock, no par value 2,202 0.00 47,134 D
2025-11-20 Ciaramello Kathleen E Director P-Purchase A Common stock, no par value 540 90.56 48.9K 1,013 D
2025-11-19 Pollner Michael A Officer F-InKind D Common Stock, no par value 77 89.54 6.9K 2,009 D
2025-11-19 Munsell Shawn Officer A-Award A Common stock, no par value 2,646 0.00 3,797 D
2025-11-19 MALLARD Lynwood Officer F-InKind D Common stock, no par value 77 89.54 6.9K 2,940 D
2025-11-19 Kehoe Mary Lou Officer F-InKind D Common stock, no par value 37 89.54 3.3K 913 D
2025-11-19 Inderlied Matthew Todd Officer F-InKind D Common stock, no par value 61 89.54 5.5K 1,370 D
2025-11-19 FACHNER DAN Director / Officer F-InKind D Common stock, no par value 817 89.54 73.2K 35,710 D
2025-11-19 Every Stephen Officer F-InKind D Common stock, no par value 63 89.54 5.6K 6,669 D
2025-11-17 Pollner Michael A Officer F-InKind A Common stock, no par value 41 83.09 3.4K 2,086 D
2025-11-17 MALLARD Lynwood Officer F-InKind A Common stock, no par value 45 83.09 3.7K 3,017 D
2025-11-17 Kehoe Mary Lou Officer F-InKind D Common stock, no par value 34 83.09 2.8K 950 D
2025-11-17 Inderlied Matthew Todd Director / Officer F-InKind D Common stock, no par value 25 83.09 2.1K 1,431 D
2025-11-17 FACHNER DAN Director / Officer F-InKind D Common stock, no par value 584 83.09 48.5K 36,527 D
2025-11-17 Every Stephen Officer F-InKind D Common stock, no par value 37 83.09 3.1K 6,732 D
2025-11-16 Pollner Michael A Officer F-InKind A Common Stock, no par value 119 83.09 9.9K 2,127 D
2025-11-16 MALLARD Lynwood Officer F-InKind A Common stock, no par value 50 83.09 4.2K 2,456 D
2025-11-16 Kehoe Mary Lou Officer F-InKind D Common stock, no par value 37 83.09 3.1K 793 D
2025-11-16 FACHNER DAN Director / Officer A-Award A Common stock, no par value 8,651 0.00 40,516 D
2025-11-16 Every Stephen Officer F-InKind D Common stock, no par value 211 83.09 17.5K 6,769 D
2025-06-17 Kehoe Mary Lou Officer D Stock Option (Right to Buy) 2,000 132.38 264.8K
2025-02-12 Jackson Roy Christopher Director A-Award A Common stock, no par value 504 126.93 64.0K 1,579 D
2025-02-12 Ciaramello Kathleen E Director A-Award A Common stock, no par value 473 126.93 60.0K 473 D
2025-01-10 Inderlied Matthew Todd Officer Common stock, no par value 0 0.00 1,390 D
2025-01-01 FACHNER DAN Director / Officer F-InKind D Common stock, no par value 178 155.13 27.6K 32,420 D
2024-12-02 Munsell Shawn Officer A-Award A Common stock, no par value 1,151 173.79 200.0K 1,151 D
2024-11-27 FACHNER DAN Director / Officer G-Gift D Common stock, no par value 1,100 0.00 35,298 D
2024-11-22 Kehoe Mary Lou Officer S-Sale D Common stock, no par value 211 170.82 36.0K 789 D
2024-11-19 Pollner Michael A Officer A-Award A Common Stock, no par value 840 165.38 138.9K 1,895 D
2024-11-19 MALLARD Lynwood Officer A-Award A Common stock, no par value 767 165.38 126.8K 2,411 D
2024-11-19 Kehoe Mary Lou Officer A-Award A Common stock, no par value 329 165.38 54.4K 1,000 D
2024-11-19 FACHNER DAN Director / Officer A-Award A Common stock, no par value 6,228 165.38 1.03M 36,398 D
2024-11-19 Every Stephen Officer A-Award A Common stock, no par value 769 165.38 127.2K 6,037 D
2024-11-19 Cranmer Robert Officer A-Award A Common stock, no par value 516 165.38 85.3K 1,278 D
2024-11-17 Pollner Michael A Officer F-InKind D Common Stock, no par value 41 161.77 6.6K 1,055 D
2024-11-17 Plunk Ken Allen Officer F-InKind D Common Stock, no par value 97 161.77 15.7K 4,873 D
2024-11-17 MALLARD Lynwood Officer F-InKind D Common stock, no par value 45 161.77 7.3K 1,644 D
2024-11-17 Kehoe Mary Lou Officer F-InKind D Common stock, no par value 34 161.77 5.5K 671 D
2024-11-17 FACHNER DAN Director / Officer F-InKind D Common stock, no par value 479 161.77 77.5K 30,170 D
2024-11-17 Every Stephen Officer F-InKind D Common stock, no par value 37 161.77 6.0K 5,231 D
2024-11-17 Cranmer Robert Officer F-InKind D Common stock, no par value 50 161.77 8.1K 712 D
2024-11-16 Pollner Michael A Officer F-InKind D Common Stock, no par value 46 161.77 7.4K 1,096 D
2024-11-16 Plunk Ken Allen Officer F-InKind D Common Stock, no par value 108 161.77 17.5K 4,970 D
2024-11-16 MALLARD Lynwood Officer F-InKind D Common stock, no par value 50 161.77 8.1K 1,689 D
2024-11-16 Kehoe Mary Lou Officer F-InKind D Common stock, no par value 37 161.77 6.0K 705 D
2024-11-16 FACHNER DAN Director / Officer F-InKind D Common stock, no par value 544 161.77 88.0K 30,649 D
2024-11-16 Every Stephen Officer F-InKind D Common stock, no par value 41 161.77 6.6K 5,268 D
2024-11-16 Cranmer Robert Officer F-InKind D Common stock, no par value 56 161.77 9.1K 762 D
2024-11-15 Roshkoff Marjorie Shreiber Director / 10% Owner S-Sale D Common Stock, no par value 134 159.74 21.4K 67,992 D
2024-11-10 Plunk Ken Allen Officer F-InKind D Common Stock, no par value 105 176.90 18.6K 5,078 D
2024-11-10 MALLARD Lynwood Officer F-InKind D Common stock, no par value 49 176.90 8.7K 1,739 D
2024-11-10 FACHNER DAN Director / Officer F-InKind D Common stock, no par value 538 175.90 94.6K 31,193 D
2024-11-10 Every Stephen Officer F-InKind D Common stock, no par value 40 176.90 7.1K 5,309 D
2024-11-10 Cranmer Robert Officer F-InKind D Common stock, no par value 54 176.90 9.6K 818 D
2024-08-31 SHREIBER GERALD B Director / 10% Owner S-Sale D Common stock, no par value 20,000 167.95 3.36M 0
2024-08-15 Roshkoff Marjorie Shreiber Director / 10% Owner S-Sale D Common Stock, no par value 110 171.19 18.8K 68,724
2024-08-08 Kehoe Mary Lou Officer M-Exempt A Common stock, no par value 1,500 165.56 248.3K 2,242
2024-05-15 Roshkoff Marjorie Shreiber Director / 10% Owner S-Sale D Common Stock, no par value 431 161.06 69.4K 69,028
2024-05-09 Cranmer Robert Officer I-Discretionary D Common stock, no par value 1,140 162.61 185.4K 276
2024-04-11 Pollner Michael A Officer F-InKind D Common Stock, no par value 36 135.02 4.9K 1,142
2024-02-15 Roshkoff Marjorie Shreiber Director / 10% Owner S-Sale D Common Stock, no par value 383 147.37 56.4K 69,701
2024-02-13 Meder Mary Director A-Award A Common stock, no par value 546 146.63 80.1K 1,648
2024-02-13 Jackson Roy Christopher Director A-Award A Common stock, no par value 634 146.63 93.0K 1,075
2024-01-01 FACHNER DAN Director / Officer A-Award A Common stock, no par value 1,795 0.00 31,575
2023-11-30 FACHNER DAN Director / Officer M-Exempt D Option to Purchase 11,580 125.83 1.46M 0
2023-11-29 FACHNER DAN Director / Officer M-Exempt A Common stock, no par value 20 125.83 2.5K 29,800
2023-11-28 FACHNER DAN Director / Officer M-Exempt A Common stock, no par value 400 125.83 50.3K 30,980
2023-11-27 FACHNER DAN Director / Officer M-Exempt A Common stock, no par value 6,048 163.29 987.6K 36,628
2023-11-24 FACHNER DAN Director / Officer M-Exempt A Common stock, no par value 1,051 163.29 171.6K 31,631
2023-11-17 Pollner Michael A Officer A-Award A Common Stock, no par value 446 168.39 75.1K 1,178
2023-11-17 Plunk Ken Allen Officer A-Award A Common stock, no par value 1,188 168.39 200.0K 5,028
2023-11-17 MALLARD Lynwood Officer A-Award A Common stock, no par value 446 168.39 75.1K 1,633
2023-11-17 Kehoe Mary Lou Officer A-Award A Common stock, no par value 297 168.39 50.0K 677
2023-11-17 FACHNER DAN Director / Officer A-Award A Common stock, no par value 4,454 168.39 750.0K 30,580
2023-11-17 Every Stephen Officer A-Award A Common stock, no par value 446 168.39 75.1K 5,160
2023-11-17 Cranmer Robert Officer A-Award A Common stock, no par value 446 168.39 75.1K 1,650
2023-11-16 Pollner Michael A Officer F-InKind D Common Stock, no par value 47 160.83 7.6K 732
2023-11-16 Plunk Ken Allen Officer F-InKind D Common stock, no par value 108 160.83 17.4K 3,840
2023-11-16 MALLARD Lynwood Officer F-InKind D Common stock, no par value 50 160.83 8.0K 1,187
2023-11-16 Kehoe Mary Lou Officer F-InKind D Common stock, no par value 37 160.83 6.0K 380
2023-11-16 FACHNER DAN Director / Officer F-InKind D Common stock, no par value 402 160.83 64.7K 26,126
2023-11-16 Every Stephen Officer F-InKind D Common stock, no par value 41 160.83 6.6K 4,714
2023-11-15 Roshkoff Marjorie Shreiber Director / 10% Owner S-Sale D Common Stock, no par value 27 160.56 4.3K 70,682
2023-11-10 Plunk Ken Allen Officer F-InKind D Common Stock, no par value 105 160.03 16.8K 3,948
2023-11-10 Every Stephen Officer F-InKind D Common stock, no par value 40 160.03 6.4K 4,755
2023-10-20 Plunk Ken Allen Officer F-InKind D Common Stock, no par value 129 151.84 19.6K 4,053
2023-08-15 Roshkoff Marjorie Shreiber Director / 10% Owner S-Sale D Common Stock 296 167.67 49.6K 70,709
2023-08-04 Kehoe Mary Lou Officer S-Sale D Common stock, no par value 300 176.59 53.0K 417
2023-08-03 Roshkoff Marjorie Shreiber Director / 10% Owner M-Exempt A Common Stock 1,500 125.83 188.7K 72,834
2023-08-02 Every Stephen Officer M-Exempt D Options to Purchase 1,500 163.29 244.9K 0
2023-05-21 Roshkoff Marjorie Shreiber Director D Option to purchase 1,500 125.83 188.7K 0
2023-05-20 Cranmer Robert Officer D Stock options (Right to Buy) 1,500 125.83 188.7K
2023-04-11 Pollner Michael A Officer F-InKind D Common Stock, no par value 43 152.62 6.6K 779
2023-02-27 Roshkoff Marjorie Shreiber Director / 10% Owner M-Exempt A Common Stock 709 141.01 100.0K 72,043
2023-02-14 Meder Mary Director A-Award A Common stock, no par value 1,102 140.67 155.0K 1,102
2023-02-14 Jackson Roy Christopher Director A-Award A Common stock, no par value 441 140.67 62.0K 441
2022-11-29 BROWN SIDNEY R Director G-Gift D Common stock, no par value 10,869 159.64 1.74M 2,815
2022-11-23 FACHNER DAN Officer G-Gift D Common stock, no par value 600 160.41 96.2K 26,857
2022-11-16 Pollner Michael A Officer A-Award A Common Stock, no par value 495 151.55 75.0K 822
2022-11-16 Plunk Ken Allen Officer A-Award A Common stock, no par value 1,320 151.55 200.0K 4,026
2022-11-16 MALLARD Lynwood Officer A-Award A Common stock, no par value 495 151.55 75.0K 1,130
2022-11-16 Kehoe Mary Lou Officer A-Award A Common stock, no par value 330 151.55 50.0K 356
2022-11-16 FACHNER DAN Officer A-Award A Common stock, no par value 4,949 151.55 750.0K 27,457
2022-11-16 Every Stephen Officer A-Award A Common stock, no par value 495 151.55 75.0K 4,050
2022-11-16 Cranmer Robert Officer F-InKind D Common stock, no par value 56 160.83 9.0K 1,204
2022-11-10 Plunk Ken Allen Officer F-InKind D Common stock, no par value 105 142.50 15.0K 2,706
2022-11-10 MALLARD Lynwood Officer F-InKind D Common stock, no par value 49 142.50 7.0K 635
2022-11-10 FACHNER DAN Officer F-InKind D Common stock, no par value 393 142.50 56.0K 22,508
2022-11-10 Every Stephen Officer F-InKind D Common stock, no par value 40 142.50 5.7K 3,555
2022-11-10 Cranmer Robert Officer F-InKind D Common stock, no par value 54 142.50 7.7K 820
2022-11-09 Kehoe Mary Lou Officer D Common Stock, no par value 0 0.00 26
2022-11-09 Cranmer Robert Officer D Common stock, no par value 0 0.00 874
2022-10-20 Plunk Ken Allen Officer F-InKind D Common Stock 129 135.98 17.5K 2,611
2022-09-01 Meder Mary Director 0 0.00 0
2022-08-26 SHREIBER GERALD B Director G-Gift D Common stock, no par value 12,535 0.00 3,811,388
2022-08-26 Roshkoff Marjorie Shreiber Director G-Gift A Common stock, no par value 12,535 0.00 3,738,947
2022-08-26 2021 Irrevocable Trust for Gerald B. Shreiber Director G-Gift A Common stock, no par value 12,535 0.00 3,498,541
2022-08-25 FACHNER DAN Officer S-Sale D Common stock, no par value 8,000 155.00 1.24M 22,896
2022-08-23 SHREIBER GERALD B Director M-Exempt A Common stock, no par value 20,000 57.33 1.15M 20,000
2022-08-17 Every Stephen Officer S-Sale D Common stock, no par value 1,373 158.12 217.1K 3,595
2022-08-09 SHREIBER GERALD B Director / 10% Owner S-Sale D Common Stock, no par value 10,000 140.43 1.40M 3,798,823
2022-08-08 SHREIBER GERALD B Director / 10% Owner S-Sale D Common Stock, no par value 7,000 141.21 988.5K 3,808,823
2022-08-08 Roshkoff Marjorie Shreiber Director S-Sale D Common Stock, no par value 1,773 140.33 248.8K 73,561
2022-05-19 Jackson Roy Christopher Director 0 0.00 0
2022-05-14 Roshkoff Marjorie Shreiber Director D Option to purchase 612 163.29 99.9K 0
2022-04-11 Pollner Michael A Officer A-Award A Common Stock, no par value 327 0.00 327
2022-02-09 Every Stephen Officer M-Exempt A Common stock , no par value 727 129.26 94.0K 3,390
2021-12-09 FACHNER DAN Officer G-Gift D Common stock 485 0.00 19,646
2021-12-02 Roshkoff Marjorie Shreiber Director S-Sale D Common stock, no par value 773 139.00 107.4K 75,334
2021-11-24 PAPE ROBERT JOSEPH Officer S-Sale D Common stock, no par value 2,700 148.78 401.7K 6,470
2021-11-10 Plunk Ken Allen Officer A-Award A Common Stock, no par value 1,290 0.00 2,869
2021-11-10 MALLARD Lynwood Officer A-Award A Common Stock, no par value 484 0.00 484
2021-11-10 FACHNER DAN Officer A-Award A Common Stock, no par value 4,839 0.00 24,625
2021-11-10 Every Stephen Officer A-Award A Common Stock, no par value 484 0.00 3,147
2021-10-20 Plunk Ken Allen Officer F-InKind D Common Stock 129 147.30 19.0K 1,450
2021-09-24 SHREIBER GERALD B Director / 10% Owner A-Award A Option to purchase 20,000 153.65 3.07M 20,000
2021-08-25 SHREIBER GERALD B Director / 10% Owner J-Other A Common Stock, no par value 3,485,976 0.00 3,842,647
2021-08-25 Roshkoff Marjorie Shreiber Director / Officer / 10% Owner J-Other A Common Stock, no par value 3,485,976 0.00 3,726,382
2021-08-25 2021 Irrevocable Trust for Gerald B. Shreiber 10% Owner D Common Stock, no par value 0 0.00 3,485,976
2021-08-10 FACHNER DAN Officer M-Exempt A Option to purchase 8,000 129.26 1.03M 0
2021-08-05 PAPE ROBERT JOSEPH Officer S-Sale D Common stock, no par value 5,840 162.16 947.0K 6,470
2021-07-23 Every Stephen Officer D Common Stock, no par value 0 0.00 2,620
2021-03-13 Roshkoff Marjorie Shreiber Director D Option to purchase 709 141.01 100.0K 0
2021-03-01 MALLARD Lynwood Officer 0 0.00 0
2021-01-04 BROWN SIDNEY R Director A-Award A Common stock, no par value 399 152.23 60.7K 17,284
2020-11-20 MOORE DENNIS G Officer S-Sale D Common Stock, no par value 5,000 151.38 756.9K 63,106
2020-11-19 PAPE ROBERT JOSEPH Officer S-Sale D Common Stock, no par value 2,700 157.29 424.7K 12,310
2020-11-17 PAPE ROBERT JOSEPH Officer M-Exempt A Common Stock, no par value 2,700 108.69 293.5K 15,010
2020-11-17 MOORE DENNIS G Officer S-Sale D Common Stock, no par value 5,000 162.01 810.1K 68,106
2020-11-16 SHREIBER GERALD B Director / Officer / 10% Owner A-Award A Common Stock, no par value 801 140.29 112.4K 3,827,757
2020-11-16 Roshkoff Marjorie Shreiber Director S-Sale D Common Stock, no par value 670 163.57 109.6K 351,521
2020-11-11 RADANO ROBERT M Officer M-Exempt D Option to Purchase 8,000 108.69 869.5K 0
2020-11-11 MOORE DENNIS G Officer S-Sale D Common Stock, no par value 8,000 159.42 1.28M 73,106
2020-11-10 RADANO ROBERT M Officer A-Award A Common Stock, no par value 172 120.93 20.8K 95,139
2020-11-10 PAPE ROBERT JOSEPH Officer A-Award A Common Stock, no par value 11 130.55 1.4K 12,310
2020-11-10 MOORE DENNIS G Officer A-Award A Common Stock, no par value 71 143.77 10.2K 73,106
2020-11-10 FACHNER DAN Officer M-Exempt D Option to Purchase 8,000 108.69 869.5K 0
2020-10-20 Plunk Ken Allen Officer A-Award A Common stock, no par value 1,579 0.00 1,579
2020-09-22 SHREIBER GERALD B Director / Officer / 10% Owner M-Exempt A Common Stock, no par value 20,000 41.75 835.0K 3,826,956
2020-09-21 Plunk Ken Allen Officer D Common stock, no par value 0 0.00 0
2020-08-17 SHREIBER GERALD B Director / Officer / 10% Owner J-Other A Common Stock, no par value 76,616 130.52 10.00M 3,883,572
2020-08-17 Roshkoff Marjorie Shreiber Director J-Other A Common Stock, no par value 186,996 130.52 24.41M 463,396
2020-07-30 Roshkoff Marjorie Shreiber Director I Common Stock 0 0.00 22,764
2020-05-29 LAW GERARD GARFIELD Officer S-Sale D Common Stock, no par value 10,000 127.47 1.27M 11,002
2020-05-21 RADANO ROBERT M Officer A-Award A Option to Purchase 8,000 125.83 1.01M 8,000
2020-05-21 PAPE ROBERT JOSEPH Officer A-Award A Option to Purchase 2,700 125.83 339.7K 2,700
2020-05-21 FACHNER DAN Officer A-Award A Option to Purchase 12,000 125.83 1.51M 12,000
2020-05-20 Every Stephen Officer D Options to purchase 2,000 125.83 251.7K 0
2020-02-15 Roshkoff Marjorie Shreiber Director D Option to purchase 773 129.26 99.9K 0
2020-01-15 BROWN SIDNEY R Director A-Award A Common Stock, no par value 501 181.68 91.0K 16,885
2019-11-22 BROWN SIDNEY R Director S-Sale D Common Stock, no par value 1,400 185.90 260.3K 16,384
2019-11-21 SHREIBER GERALD B Director / Officer / 10% Owner S-Sale D Common Stock, no par value 1,947 187.92 365.9K 3,806,956
2019-11-20 SHREIBER GERALD B Director / Officer / 10% Owner A-Award A Common Stock, no par value 328 163.79 53.7K 3,808,903
2019-11-18 MOORE DENNIS G Director / Officer G-Gift D Common Stock, no par value 2,700 0.00 73,035
2019-11-04 RADANO ROBERT M Officer A-Award A Common Stock, no par value 171 121.64 20.8K 94,967
2019-11-04 PAPE ROBERT JOSEPH Officer A-Award A Common Stock, no par value 18 140.28 2.5K 12,299
2019-11-04 MOORE DENNIS G Director / Officer A-Award A Common Stock, no par value 49 163.79 8.0K 75,735
2019-11-04 LAW GERARD GARFIELD Officer A-Award A Common stock, no par value 181 122.41 22.2K 21,002
2019-11-04 FACHNER DAN Officer A-Award A Common stock, no par value 115 126.74 14.6K 19,969
2019-09-27 SHREIBER GERALD B Director / Officer / 10% Owner A-Award A Option to Purchase 20,000 191.40 3.83M 20,000
2019-08-14 MOORE DENNIS G Director / Officer S-Sale D Common Stock, no par value 7,500 188.33 1.41M 75,686
2019-08-14 LAW GERARD GARFIELD Officer M-Exempt D Option to Purchase 7,500 100.76 755.7K 0
2019-08-14 FACHNER DAN Officer S-Sale D Common Stock, no par value 7,500 187.88 1.41M 19,854
2019-08-13 RADANO ROBERT M Officer M-Exempt A Common Stock, no par value 7,500 100.76 755.7K 102,296
2019-08-09 PAPE ROBERT JOSEPH Officer M-Exempt A Common Stock, no par value 2,500 100.76 251.9K 14,781
2019-08-02 SHREIBER GERALD B Director / Officer / 10% Owner S-Sale D Common Stock, no par value 9,400 181.14 1.70M 3,808,575
2019-08-01 SHREIBER GERALD B Director / Officer / 10% Owner S-Sale D Common Stock, no par value 15,600 181.67 2.83M 3,817,975
2019-05-14 RADANO ROBERT M Officer A-Award A Option to Purchase 8,000 163.29 1.31M 8,000
2019-05-14 PAPE ROBERT JOSEPH Officer A-Award A Option to Purchase 2,700 163.29 440.9K 2,700
2019-05-14 MOORE DENNIS G Director / Officer A-Award A Option to Purchase 8,000 163.29 1.31M 8,000
2019-05-14 LAW GERARD GARFIELD Officer A-Award A Option to Purchase 8,000 163.29 1.31M 8,000
2019-05-14 FACHNER DAN Officer A-Award A Option to Purchase 8,000 163.29 1.31M 8,000
2019-05-14 Every Stephen Officer D Options to purchase 1,500 163.29 244.9K 0
2019-01-03 BROWN SIDNEY R Director A-Award A Common Stock, no par value 646 141.00 91.1K 17,784
2018-12-20 SHREIBER GERALD B Director / Officer / 10% Owner G-Gift D Common Stock, no par value 16,859 0.00 3,547,126
2018-11-28 SHREIBER GERALD B Director / Officer / 10% Owner S-Sale D Common Stock, no par value 2,435 156.29 380.6K 3,563,985
2018-11-20 PAPE ROBERT JOSEPH Officer S-Sale D Common Stock, no par value 2,100 153.68 322.7K 12,281

Executive team

Top executives
EBIT / Employee
17.6K
Shares Outstanding
19.01M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Daniel J. Fachner, President and Chief Executive Officer 1.02M 2.06M 834.3K 62.5K 3.98M 51.78%
2 2025 Shawn M. Munsell Chief Financial Officer 413.5K 50.0K 400.1K 253.1K 9.4K 1.13M 35.53%
3 2025 Michael A. Pollner Senior Vice President General Counsel 393.5K 277.7K 160.6K 19.6K 851.5K 32.61%
4 2025 Stephen J. Every, Executive Vice President - Operations 358.8K 254.4K 147.2K 37.3K 797.6K 31.89%
5 2025 Lynwood M. Mallard, Senior Vice President and Chief Marketing Officer 359.7K 253.5K 146.8K 22.4K 782.5K 32.40%
6 2025 Ken A. Plunk, Former Chief Financial Officer 145.6K 50.4K 196.0K 0.00%
7 2024 Daniel J. Fachner, President and Chief Executive Officer 986.5K 2.10M 980.0K 58.3K 4.12M 50.91%
8 2024 Ken A. Plunk, Former Chief Financial Officer 535.2K 399.9K 397.5K 16.5K 1.35M 29.64%
9 2024 Ken A. Plunk, Chief Financial Officer 535.2K 399.9K 397.5K 16.5K 1.35M 29.64%
10 2024 Michael A. Pollner Senior Vice President General Counsel 374.3K 150.0K 188.7K 17.6K 730.6K 20.53%
11 2024 Stephen J. Every, Chief Operating Officer- ICEE Company 343.0K 150.0K 135.7K 27.7K 686.4K 21.86%
12 2024 Lynwood M. Mallard, Senior Vice President and Chief Marketing Officer 342.2K 150.0K 155.2K 21.2K 668.6K 22.44%
13 2024 Stephen J. Every, Executive Vice President - Operations 343.0K 150.0K 135.7K 27.7K 656.4K 22.86%
14 2023 Daniel J. Fachner, President and Chief Executive Officer 936.5K 2.25M 1.32M 57.8K 4.57M 49.24%
15 2023 Ken A. Plunk, Chief Financial Officer 526.1K 600.0K 491.9K 17.8K 1.64M 36.68%
16 2023 Ken A. Plunk, Former Chief Financial Officer 526.1K 600.0K 491.9K 17.8K 1.64M 36.68%
17 2023 Stephen J. Every, Executive Vice President - Operations 330.5K 225.1K 171.3K 25.7K 752.5K 29.91%
18 2023 Stephen J. Every, Chief Operating Officer- ICEE Company 330.5K 225.1K 171.3K 25.7K 752.5K 29.91%
19 2023 Robert K. Cranmer Senior Vice President-Operations 316.1K 225.1K 165.5K 28.3K 734.9K 30.62%
20 2023 Lynwood M. Mallard, Senior Vice President and Chief Marketing Officer 316.1K 225.1K 165.5K 27.2K 733.8K 30.67%
21 2022 Daniel J. Fachner, President and Chief Executive Officer 896.2K 1.50M 630.0K 22.0K 3.05M 49.21%
22 2022 Dan Fachner, President and Chief Executive Officer 896.2K 1.50M 630.0K 22.0K 3.05M 49.21%
23 2022 Ken Plunk, Chief Financial Officer 493.9K 399.9K 262.5K 2.9K 1.16M 34.50%
24 2022 Ken A. Plunk, Chief Financial Officer 493.9K 399.9K 262.5K 2.9K 1.16M 34.50%
25 2022 Stephen J. Every, Chief Operating Officer- ICEE Company 320.0K 150.1K 128.0K 9.8K 607.8K 24.69%
26 2022 Robert K. Cranmer Senior Vice President-Operations 271.2K 150.1K 79.8K 10.0K 511.1K 29.36%
27 2022 Robert Cranmer, Senior Vice President-Operations 271.2K 150.1K 79.8K 10.0K 511.1K 29.36%
28 2022 Lynwood Mallard, Senior Vice President and Chief Marketing Officer 274.2K 150.1K 79.8K 2.5K 506.5K 29.62%
29 2022 Lynwood M. Mallard, Senior Vice President and Chief Marketing Officer 274.2K 150.1K 79.8K 2.5K 506.5K 29.62%
30 2021 Daniel Fachner 575.7K 900.0K 17.5K 1.49M 0.00%
31 2021 Daniel J. Fachner, President and Chief Executive Officer 575.7K 900.0K 17.5K 1.49M 0.00%
32 2021 Dan Fachner, President and Chief Executive Officer 575.7K 900.0K 17.5K 1.49M 0.00%
33 2021 Ken A. Plunk, Chief Financial Officer 455.0K 207.7K 375.0K 2.4K 1.04M 19.97%
34 2021 Ken Plunk, Chief Financial Officer 455.0K 207.7K 375.0K 2.4K 1.04M 19.97%
35 2021 Ken Plunk 455.0K 375.0K 207.7K 2.4K 1.04M 19.97%
36 2021 Gerald B. Shreiber 560.6K 699.00 561.3K 99.88%
37 2021 Robert Pape 282.8K 54.4K 11.6K 348.8K 0.00%
38 2021 Stephen J. Every, Chief Operating Officer- ICEE Company 245.8K 42.0K 10.2K 298.0K 0.00%
39 2021 Stephen Every 245.8K 42.0K 10.2K 298.0K 0.00%
40 2021 Robert Radano 253.9K 9.5K 263.5K 0.00%
41 2021 Dennis Moore 155.9K 58.7K 214.6K 0.00%
42 2021 Lynwood Mallard 139.4K 58.0K 663.00 198.1K 0.00%
43 2021 Lynwood M. Mallard, Senior Vice President and Chief Marketing Officer 139.4K 58.0K 663.00 198.1K 0.00%
44 2021 Lynwood Mallard, Senior Vice President and Chief Marketing Officer 139.4K 58.0K 663.00 198.1K 0.00%
45 2020 Daniel Fachner, President 408.3K 643.1K 171.8K 16.5K 1.24M 13.86%
46 2020 Daniel Fachner 408.3K 643.1K 171.8K 16.5K 1.24M 13.86%
47 2020 Dan Fachner, President and Chief Executive Officer 408.3K 171.8K 643.1K 16.5K 1.24M 13.86%
48 2020 Gerald B. Shreiber, Chairman of the Board, Chief Executive Officer, Director 498.1K 457.6K 8.4K 964.1K 0.00%
49 2020 Gerald B. Shreiber 498.1K 457.6K 8.4K 964.1K 0.00%
50 2020 Dennis G. Moore, Senior Vice President, Former Chief Financial Officer 465.9K 229.1K 10.8K 705.8K 0.00%
51 2020 Dennis Moore 465.9K 229.1K 10.8K 705.8K 0.00%
52 2020 Robert Radano 400.3K 173.0K 114.6K 11.9K 699.8K 16.37%
53 2020 Robert M. Radano, Senior Vice President, Chief Operating Officer 400.3K 173.0K 114.6K 11.9K 699.8K 16.37%
54 2020 Robert Pape 279.5K 44.3K 38.7K 11.9K 374.4K 10.33%
55 2020 Robert J. Pape, Senior Vice President - Sales 279.5K 44.3K 38.7K 11.9K 374.4K 10.33%
56 2020 Ken Plunk, Chief Financial Officer 8.8K 8.8K 0.00%
57 2020 Ken Plunk 8.8K 8.8K 0.00%
58 2020 Ken A. Plunk, Senior Vice President, Chief Financial Officer 8.8K 8.8K 0.00%
59 2019 Gerald B. Shreiber, Chairman of the Board, Chief Executive Officer, Director 950.0K 2.27M 977.6K 9.8K 4.21M 23.23%
60 2019 Gerald B. Shreiber Chairman of the Board Chief Executive Officer Director 950.0K 2.27M 977.6K 9.8K 4.21M 23.23%
61 2019 Gerald B. Shreiber 950.0K 2.27M 977.6K 9.8K 4.21M 23.23%
62 2019 Daniel Fachner, President 400.0K 643.1K 210.3K 24.6K 1.28M 16.46%
63 2019 Daniel Fachner 400.0K 643.1K 210.3K 24.6K 1.28M 16.46%
64 2019 Daniel Fachner President The ICEE Company 400.0K 643.1K 210.3K 24.6K 1.28M 16.46%
65 2019 Gerard Law Senior Vice President, Assistant to the President 436.9K 375.0K 210.3K 12.3K 1.03M 20.33%
66 2019 Dennis Moore 465.8K 286.4K 210.3K 9.9K 972.4K 21.63%
67 2019 Dennis G. Moore, Senior Vice President, Former Chief Financial Officer 465.8K 286.4K 210.3K 9.9K 972.4K 21.63%
68 2019 Dennis G. Moore Senior Vice President Chief Financial Officer Treasurer Director 465.8K 286.4K 210.3K 9.9K 972.4K 21.63%
69 2019 Robert Radano 400.4K 216.3K 210.3K 15.6K 842.6K 24.96%
70 2019 Robert M. Radano Senior Vice President Chief Operating Officer 400.4K 216.3K 210.3K 15.6K 842.6K 24.96%
71 2019 Robert M. Radano, Senior Vice President, Chief Operating Officer 400.4K 216.3K 210.3K 15.6K 842.6K 24.96%
72 2018 Gerald B. Shreiber, Chairman of the Board, Chief Executive Officer, Director 925.0K 2.00M 924.2K 11.0K 3.86M 23.95%
73 2018 Gerald B. Shreiber Chairman of the Board Chief Executive Officer Director 925.0K 2.00M 924.2K 11.0K 3.86M 23.95%
74 2018 Daniel Fachner President The ICEE Company 392.3K 602.1K 189.4K 23.1K 1.21M 15.70%
75 2018 Daniel Fachner, President 392.3K 602.1K 189.4K 23.1K 1.21M 15.70%
76 2018 Dennis G. Moore Senior Vice President Chief Financial Officer Treasurer Director 445.2K 286.4K 189.4K 10.2K 931.2K 20.34%
77 2018 Dennis G. Moore, Senior Vice President, Former Chief Financial Officer 445.2K 286.4K 189.4K 10.2K 931.2K 20.34%
78 2018 Gerard Law Senior Vice President, Assistant to the President 395.2K 275.0K 189.4K 12.4K 872.0K 21.72%
79 2018 Robert M. Radano Senior Vice President Chief Operating Officer 400.3K 216.3K 189.4K 16.4K 822.4K 23.03%
80 2018 Robert M. Radano, Senior Vice President, Chief Operating Officer 400.3K 216.3K 189.4K 16.4K 822.4K 23.03%
81 2017 Gerald B. Shreiber Chairman of the Board Chief Executive Officer Director 917.3K 1.98M 734.4K 11.3K 3.64M 20.16%
82 2017 Daniel Fachner President The ICEE Company 402.0K 548.4K 150.7K 23.8K 1.12M 13.40%
83 2017 Dennis G. Moore Senior Vice President Chief Financial Officer Treasurer Director 439.7K 286.4K 150.7K 12.6K 889.4K 16.95%
84 2017 Robert M. Radano Senior Vice President Chief Operating Officer 408.0K 216.3K 150.7K 16.1K 791.1K 19.05%
85 2017 Gerard Law Senior Vice President, Assistant to the President 353.3K 250.0K 150.7K 13.0K 767.0K 19.65%
86 2016 Gerald B. Shreiber Chairman of the Board Chief Executive Officer Director 875.0K 1.90M 631.8K 11.9K 3.42M 18.48%
87 2016 Daniel Fachner President The ICEE Company 388.9K 547.7K 111.5K 24.9K 1.07M 10.39%
88 2016 Dennis G. Moore Senior Vice President Chief Financial Officer Treasurer Director 418.6K 278.1K 111.5K 16.6K 824.9K 13.52%
89 2016 Dennis G. Moore Senior Vice President Chief Financial Officer Secretary Treasurer Director 418.6K 278.1K 111.5K 16.6K 824.9K 13.52%
90 2016 Robert M. Radano Senior Vice President Chief Operating Officer 393.4K 210.0K 111.5K 14.9K 729.9K 15.28%
91 2016 Gerard Law Senior Vice President, Assistant to the President 317.7K 210.0K 111.5K 13.8K 653.0K 17.08%
92 2015 Gerald B. Shreiber Chairman of the Board Chief Executive Officer Director 850.0K 1.75M 672.2K 10.2K 3.29M 20.45%
93 2015 Daniel Fachner President The ICEE Company 375.2K 501.7K 114.2K 23.7K 1.01M 11.26%
94 2015 Dennis G. Moore Senior Vice President Chief Financial Officer Treasurer Director 403.5K 270.0K 114.2K 16.5K 804.2K 14.20%
95 2015 Dennis G. Moore Senior Vice President Chief Financial Officer Secretary Treasurer Director 403.5K 270.0K 114.2K 16.5K 804.2K 14.20%
96 2015 Robert M. Radano Senior Vice President Chief Operating Officer 381.9K 200.0K 114.2K 9.3K 705.5K 16.19%
97 2015 Gerard Law Senior Vice President, Assistant to the President 298.1K 200.0K 114.2K 10.8K 623.1K 18.33%
98 2014 Gerald B. Shreiber Chairman of the Board Chief Executive Officer Director 825.0K 1.80M 562.8K 10.2K 3.19M 17.62%
99 2014 Daniel Fachner President The ICEE Company 366.5K 444.7K 106.5K 20.8K 938.6K 11.35%
100 2014 Dennis G. Moore Senior Vice President Chief Financial Officer Secretary Treasurer Director 390.8K 270.0K 106.5K 15.9K 783.2K 13.60%
101 2014 Robert M. Radano Senior Vice President Chief Operating Officer 370.8K 200.0K 106.5K 7.9K 685.3K 15.55%
102 2014 Gerard Law Senior Vice President, Assistant to the President 277.7K 190.0K 106.5K 34.9K 609.1K 17.49%
103 2013 Gerald B. Shreiber Chairman of the Board Chief Executive Officer Director 800.0K 1.61M 566.0K 10.2K 2.99M 18.96%
104 2013 Gerald B. Shreiber Chairman of the Board Chief Executive Officer Director 800.0K 1.61M 566.0K 10.2K 2.99M 18.96%
105 2013 Daniel Fachner President The ICEE Company 353.3K 463.2K 16.7K 833.1K 0.00%
106 2013 Daniel Fachner President The ICEE Company 353.3K 463.2K 16.7K 833.1K 0.00%
107 2013 Dennis G. Moore Senior Vice President Chief Financial Officer Secretary Treasurer Director 379.8K 260.0K 12.9K 652.7K 0.00%
108 2013 Dennis G. Moore Senior Vice President Chief Financial Officer Secretary Treasurer Director 379.8K 260.0K 12.9K 652.7K 0.00%
109 2013 Robert M. Radano Senior Vice President Chief Operating Officer 357.4K 190.0K 8.9K 556.3K 0.00%
110 2013 Robert M. Radano Senior Vice President Chief Operating Officer 357.4K 190.0K 8.9K 556.3K 0.00%
111 2013 Gerard Law Senior Vice President, Assistant to the President 257.7K 170.0K 32.4K 460.1K 0.00%
112 2013 Gerard Law Senior Vice President, Assistant to the President 257.7K 170.0K 32.4K 460.1K 0.00%
113 2012 Gerald B. Shreiber Chairman of the Board Chief Executive Officer Director 789.9K 1.35M 400.8K 10.5K 2.55M 15.69%
114 2012 Gerald B. Shreiber Chairman of the Board Chief Executive Officer Director 789.9K 1.35M 400.8K 10.5K 2.55M 15.69%
115 2012 Daniel Fachner President The ICEE Company 352.3K 437.4K 100.9K 21.8K 912.3K 11.06%
116 2012 Daniel Fachner President The ICEE Company 352.3K 437.4K 100.9K 21.8K 912.3K 11.06%
117 2012 Dennis G. Moore Senior Vice President Chief Financial Officer Secretary Treasurer Director 375.8K 247.0K 100.9K 9.7K 733.3K 13.76%
118 2012 Dennis G. Moore Senior Vice President Chief Financial Officer Secretary Treasurer Director 375.8K 247.0K 100.9K 9.7K 733.3K 13.76%
119 2012 Robert M. Radano Senior Vice President Chief Operating Officer 359.2K 170.0K 100.9K 10.5K 640.5K 15.75%
120 2012 Robert M. Radano Senior Vice President Chief Operating Officer 359.2K 170.0K 100.9K 10.5K 640.5K 15.75%
121 2012 Gerard Law Senior Vice President, Assistant to the President 241.9K 120.0K 100.9K 10.8K 473.6K 21.30%
122 2012 Gerard Law Senior Vice President, Assistant to the President 241.9K 120.0K 100.9K 10.8K 473.6K 21.30%
123 2011 Gerald B. Shreiber Chairman of the Board Chief Executive Officer 750.0K 1.21M 358.8K 11.8K 2.33M 15.38%
124 2011 Gerald B. Shreiber Chairman of the Board Chief Executive Officer Director 750.0K 1.21M 358.8K 11.8K 2.33M 15.38%
125 2011 Daniel Fachner President The ICEE Company 348.5K 364.0K 94.4K 21.7K 828.6K 11.40%
126 2011 Gerard Law Senior Vice President, Assistant to the President 223.7K 80.0K 94.4K 414.1K 812.2K 11.63%
127 2011 Dennis G. Moore Senior Vice President Chief Financial Officer 357.8K 235.0K 94.4K 10.7K 697.9K 13.53%
128 2011 Dennis G. Moore Senior Vice President Chief Financial Officer Secretary Treasurer Director 357.8K 235.0K 94.4K 10.7K 697.9K 13.53%
129 2011 Robert M. Radano Senior Vice President Chief Operating Officer 336.9K 160.0K 94.4K 13.5K 604.8K 15.61%
130 2010 Gerald B. Shreiber Chairman of the Board Chief Executive Officer 725.0K 1.21M 346.6K 14.0K 2.30M 15.10%
131 2010 Gerald B. Shreiber Chairman of the Board Chief Executive Officer Director 725.0K 1.21M 346.6K 14.0K 2.30M 15.10%
132 2010 Gerald B. Shreiber Chairman of the Board Chief Executive Officer Senior Vice President Chief Operating Officer Chief Financial Officer The ICEE Company Senior Vice President, Western Operations 725.0K 1.21M 14.0K 2.30M 0.00%
133 2010 Daniel Fachner President The ICEE Company 326.2K 304.1K 24.6K 20.8K 675.7K 3.63%
134 2010 Dennis G. Moore Senior Vice President Chief Financial Officer 347.6K 235.0K 24.6K 12.2K 619.4K 3.97%
135 2010 Dennis G. Moore Senior Vice President Chief Financial Officer Secretary Treasurer Director 347.6K 235.0K 24.6K 12.2K 619.4K 3.97%
136 2010 Robert M. Radano Senior Vice President Chief Operating Officer 329.7K 160.0K 24.6K 13.5K 527.8K 4.65%
137 2010 Gerard Law Senior Vice President, Assistant to the President 187.1K 218.4K 24.6K 9.4K 439.5K 5.59%
138 2009 Gerald B. Shreiber Chairman of the Board Chief Executive Officer Senior Vice President Chief Operating Officer Chief Financial Officer The ICEE Company Senior Vice President, Western Operations 700.0K 1.03M 338.2K 13.9K 2.08M 16.22%
139 2009 Gerald B. Shreiber Chairman of the Board Chief Executive Officer Senior Vice President Chief Operating Officer Chief Financial Officer The ICEE Company Senior Vice President, Western Operations 700.0K 1.03M 13.9K 1.75M 0.00%
140 2009 Gerald B. Shreiber Chairman of the Board Chief Executive Officer 700.0K 1.03M 13.9K 1.75M 0.00%
141 2009 Daniel Fachner President The ICEE Company 316.1K 273.5K 19.4K 609.0K 0.00%
142 2009 Dennis G. Moore Senior Vice President Chief Financial Officer 336.3K 220.0K 16.6K 572.9K 0.00%
143 2009 Robert M. Radano Senior Vice President Chief Operating Officer 318.8K 150.0K 13.3K 482.1K 0.00%
144 2009 Gerard Law Senior Vice President, Assistant to the President 172.1K 228.0K 9.4K 409.5K 0.00%
145 2008 Gerald B. Shreiber Chairman of the Board Chief Executive Officer Director 675.0K 697.7K 306.4K 13.0K 1.69M 18.11%
146 2008 Gerald B. Shreiber Chairman of the Board Chief Executive Officer Senior Vice President Chief Operating Officer Chief Financial Officer The ICEE Company Senior Vice President, Western Operations 675.0K 697.7K 13.0K 1.69M 0.00%
147 2008 Vincent Melchiorre Executive Vice President Food Group 288.9K 180.0K 163.3K 54.7K 8.2K 695.1K 31.36%
148 2008 Daniel Fachner President The ICEE Company 304.5K 261.4K 26.2K 18.7K 610.9K 4.29%
149 2008 Dennis G. Moore Senior Vice President Chief Financial officer Secretary Treasurer Director 323.8K 185.0K 26.2K 16.3K 551.2K 4.76%
150 2008 Robert M. Radano Senior Vice President Chief Operating Officer 307.8K 100.0K 26.2K 11.6K 445.6K 5.88%
151 2007 Gerald B. Shreiber Chairman of the Board Chief Executive Officer Director 650.0K 802.8K 11.1K 1.73M 0.00%
152 2007 Daniel Fachner President The ICEE Company 293.2K 276.2K 15.9K 625.0K 0.00%
153 2007 Dennis G. Moore Senior Vice President Chief Financial Officer Secretary Treasurer Director 311.3K 185.0K 15.2K 551.2K 0.00%
154 2007 Robert M. Radano Senior Vice President Chief Operating Officer 295.0K 100.0K 7.5K 442.2K 0.00%
155 2007 Vincent Melchiorre Executive Vice President Food Group 88.0K 251.0K 50.3K 1.9K 405.1K 12.41%
156 2006 Gerald B. Shreiber Chairman of the Board, President, Chief Executive Officer and Director 637.0K 736.0K 6.0K 1.38M 0.00%
157 2006 Daniel Fachner President The ICEE Company 282.0K 216.0K 6.0K 504.0K 0.00%
158 2006 Robert M. Radano Chief Operating Officer and Senior Vice President, Sales 291.0K 200.0K 6.0K 497.0K 0.00%
159 2006 Dennis G. Moore Senior Vice President, Chief Financial Officer and Director 305.0K 176.0K 6.0K 487.0K 0.00%
160 2006 Michael Karaban Senior Vice President – Marketing 232.0K 6.0K 238.0K 0.00%
161 2005 Gerald B. Shreiber Chairman of the Board, President, Chief Executive Officer and Director 600.0K 651.0K 6.0K 1.26M 0.00%
162 2005 Gerald B. Shreiber Chairman of the Board, President, Chief Executive 600.0K 651.0K 6.0K 1.26M 0.00%
163 2005 Daniel Fachner President The ICEE Company 271.0K 222.0K 6.0K 499.0K 0.00%
164 2005 Daniel Fachner President The ICEE Company 271.0K 222.0K 6.0K 499.0K 0.00%
165 2005 Dennis G. Moore Senior Vice President, Chief Financial Officer and Director 287.0K 160.0K 6.0K 453.0K 0.00%
166 2005 Dennis G. Moore Senior Vice President, Chief Financial Officer and 287.0K 160.0K 6.0K 453.0K 0.00%
167 2005 Robert M. Radano Chief Operating Officer and Senior Vice President, Sales 271.0K 146.0K 6.0K 423.0K 0.00%
168 2005 Robert M. Radano Chief Operating Officer and Senior Vice President, Sales 271.0K 146.0K 6.0K 423.0K 0.00%
169 2005 Michael Karaban Senior Vice President – Marketing 218.0K 60.0K 6.0K 284.0K 0.00%
170 2005 Michael Karaban Senior Vice President — Marketing 218.0K 40.0K 6.0K 264.0K 0.00%
171 2004 Gerald B. Shreiber Chairman of the Board, President, Chief Executive Officer and Director 575.0K 568.0K 6.0K 1.15M 0.00%
172 2004 Gerald B. Shreiber Chairman of the Board, President, Chief Executive 575.0K 568.0K 6.0K 1.15M 0.00%
173 2004 Daniel Fachner President The ICEE Company 264.0K 220.0K 6.0K 490.0K 0.00%
174 2004 Daniel Fachner President The ICEE Company 264.0K 220.0K 6.0K 490.0K 0.00%
175 2004 Dennis G. Moore Senior Vice President, Chief Financial Officer and 277.0K 142.0K 6.0K 425.0K 0.00%
176 2004 Dennis G. Moore Senior Vice President, Chief Financial Officer and Director 277.0K 142.0K 6.0K 425.0K 0.00%
177 2004 Robert M. Radano Chief Operating Officer and Senior Vice President, Sales 259.0K 125.0K 6.0K 390.0K 0.00%
178 2004 Robert M. Radano Chief Operating Officer and Senior Vice President, Sales 259.0K 125.0K 6.0K 390.0K 0.00%
179 2004 Michael Karaban Senior Vice President — Marketing 209.0K 32.0K 6.0K 247.0K 0.00%
180 2004 Michael Karaban Senior Vice President – Marketing 209.0K 6.0K 215.0K 0.00%
181 2003 Gerald B. Shreiber Chairman of the Board, President, Chief Executive 550.0K 500.0K 6.0K 1.06M 0.00%
182 2003 Daniel Fachner President The ICEE Company 255.0K 215.0K 6.0K 476.0K 0.00%
183 2003 Dennis G. Moore Senior Vice President, Chief Financial Officer and 267.0K 137.0K 6.0K 410.0K 0.00%
184 2003 Robert M. Radano Chief Operating Officer and Senior Vice President, Sales 250.0K 120.0K 6.0K 376.0K 0.00%
185 2003 Michael Karaban Senior Vice President — Marketing 203.0K 27.0K 6.0K 236.0K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-01-02 DEFA14A
2026-01-02 DEF 14A
2025-01-03 DEFA14A
2025-01-03 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-04-29 SC 13G
2026-03-27 SC 13G/A
2026-02-13 4
2026-02-05 10-Q
2026-02-03 8-K
2026-01-05 4
2026-01-02 DEFA14A
2026-01-02 DEF 14A
2026-01-02 ARS

Executive team

NameTitleCompensationGender
Daniel Fachner President, Chief Executive Officer & Chairman 2M male
Shawn C. Munsell Senior Vice President & Chief Financial Officer 810.3K male
Michael A. Pollner Senior Vice President, General Counsel & Corporate Secretary 573.8K male
Stephen Every Executive Vice President of Operations 543.2K male
Lynwood Mallard Senior Vice President & Chief Marketing Officer 528.9K male
Gerald Shreiber Founder & Chairman Emeritus 3.6K male
Mary Lou Kehoe Vice President of Human Resources female
Matthew T. Inderlied Senior VP & Chief Customer Officer
Jay Montgomery Senior Vice President of Supply Chain
Douglas Davidson Senior Vice President of Bakery Division
ESG Rating
C+
PACKAGED FOODS
2011
E (Environmental)
53.3 / 62.5
Company / Sector avg.
S (Social)
36.6 / 63.6
Company / Sector avg.
G (Governance)
47.8 / 64.8
Company / Sector avg.
ESG Total
45.9 / 63.6
Company / Sector avg.
ESG Score History PACKAGED FOODS
Benchmark vs Sector
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2015-02-13 2015-02-26 Thom Tillis NC Joint Sale (Full) $1,001 - $15,000
House Trading Activity

No House trading activity found for this company.

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