J&J Snack Foods Corp. (JJSF)
Mount Laurel, NJ, US
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.
Based on only 1 article — low confidence
- J&J Snack Foods: Shares Are Cheap, But Not Delectably So Seeking Alpha
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.67% | -10.78% | -15.26% | -17.90% | -14.89% | -22.65% | -41.41% | -56.16% | -57.51% | -34.06% | +2,327.08% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 2 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
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)
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FCF margin FCF growth · Packaged Foods: +15.9%+4.4% Q1'26: -0.1% (vs Q1'25)
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EBIT margin Packaged Foods: +7.9%+5.6% Q1'26: +1.9% (vs Q1'25)
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ROIC Packaged Foods: +7.0%+6.5% Q1'26: +1.9% (vs Q1'25)
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Share dilution Packaged Foods: +0.0%+0.5% Q1'26: -3.2% (vs Q1'25)
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Debt / EBITDA Net debt/EBITDA · Packaged Foods: 0.19×1.01× Q1'26: 1.89× (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 |
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
|
| 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
Ownership Overview
| # | 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)
| # | 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 — |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 | — | — |
| 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 | ↗ |
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Community Opinion for JJSF
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