Kimball Electronics, Inc. (KE)
Jasper, IN, US
Kimball Electronics, Inc. specializes in providing comprehensive contract electronics manufacturing (CEM) and an array of diversified production solutions, catering to clients across the automotive, medical, industrial, and public safety sectors. Their extensive service portfolio encompasses initial design and development support, robust supply chain management, and agile rapid prototyping alongside streamlined product introduction capabilities. Key competencies also include comprehensive product design, rigorous process validation and qualification, and the industrialization and automation of complex manufacturing workflows. The company excels in reliability testing, subjecting products to a range of environmental conditions, and is proficient in the production and testing of printed circuit board assemblies. They also handle the assembly, production, and packaging of medical devices, including disposables and other non-electronic items, as well as electronic and non-electronic drug delivery systems. Additionally, their expertise extends to the design engineering and manufacturing of automation equipment, test and inspection equipment, and precision molded plastics, complemented by software design services and holistic product life cycle management. With a significant global operational presence, Kimball Electronics conducts business in the United States, China, Mexico, Poland, Romania, Thailand, and Vietnam. Founded in 1961, the company maintains its headquarters in Jasper, Indiana.
3 articles
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.98% | +0.56% | -2.47% | +5.99% | -14.09% | -9.06% | +35.80% | +13.86% | +16.21% | +138.45% | +250.42% |
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 | 3 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 1 |
32.00
+28.3%
|
| All Time | 5 |
25.40
+1.8%
|
-
Revenue growth Electrical Equipment & Parts: +13.1%-13.3% Q1'26: -5.8% (vs Q1'25)
-
EPS growth Electrical Equipment & Parts: +22.4%-16.1% Q1'26: +53.3% (vs Q1'25)
-
FCF margin FCF growth · Electrical Equipment & Parts: +27.2%+10.0% ★ Q1'26: +0.1% (vs Q1'25)
-
EBIT margin Electrical Equipment & Parts: +8.2%+2.8% Q1'26: +3.1% (vs Q1'25)
-
ROIC Electrical Equipment & Parts: +6.4%+4.2% Q1'26: +4.3% (vs Q1'25)
-
Share dilution Electrical Equipment & Parts: +0.0%-1.0% ★ Q1'26: -0.9% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Electrical Equipment & Parts: -0.54×1.89× Q1'26: 2.10× (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 |
Jun 2016 actual |
Jun 2017 actual |
Jun 2018 actual |
Jun 2019 actual |
Jun 2020 actual |
Jun 2021 actual |
Jun 2022 actual |
Jun 2023 actual |
Jun 2024 actual |
Jun 2025 actual |
Jun 2026 3 Rev. Ana. 2 EPS Ana. |
Jun 2027 3 Rev. Ana. 2 EPS Ana. |
Jun 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
842.06M
est: 841.55M (+0.1%)
|
930.91M
est: 919.99M (+1.2%)
|
1.07B
est: 841.55M (+27.4%)
|
1.18B
est: 919.99M (+28.5%)
|
1.20B
est: 1.19B (+0.9%)
|
1.29B
est: 1.28B (+0.7%)
|
1.35B
est: 1.35B (-0.3%)
|
1.82B
est: 1.80B (+1.3%)
|
1.71B
est: 1.73B (-0.9%)
|
1.49B
est: 1.44B (+3.3%)
|
1.43B
1.42B – 1.44B
-0.5% YoY
|
1.49B
1.47B – 1.50B
+3.9% YoY
|
1.55B
1.54B – 1.56B
+4.2% YoY
|
| EBITDA |
49.59M
est: 51.96M (-4.6%)
|
68.45M
est: 46.74M (+46.5%)
|
70.41M
est: 51.96M (+35.5%)
|
72.83M
est: 56.81M (+28.2%)
|
60.45M
est: 73.45M (-17.7%)
|
106.24M
est: 63.72M (+66.7%)
|
75.80M
est: 83.54M (-9.3%)
|
123.42M
est: 98.59M (+25.2%)
|
86.07M
est: 106.86M (-19.5%)
|
77.97M
est: 88.88M (-12.3%)
|
88.45M
87.82M – 89.07M
-0.5% YoY
|
91.89M
90.65M – 92.52M
+3.9% YoY
|
95.74M
95.16M – 96.33M
+4.2% YoY
|
| EBIT |
29.72M
est: 32.95M (-9.8%)
|
44.53M
est: 30.79M (+44.6%)
|
45.30M
est: 32.95M (+37.5%)
|
42.55M
est: 36.02M (+18.1%)
|
29.58M
est: 46.58M (-36.5%)
|
72.22M
est: 36.13M (+99.9%)
|
46.39M
est: 52.97M (-12.4%)
|
91.01M
est: 78.36M (+16.1%)
|
48.04M
est: 67.76M (-29.1%)
|
40.97M
est: 56.36M (-27.3%)
|
56.08M
55.69M – 56.48M
-0.5% YoY
|
58.27M
57.48M – 58.66M
+3.9% YoY
|
60.71M
60.34M – 61.08M
+4.2% YoY
|
| Net Income |
22.29M
est: 19.76M (+12.8%)
|
34.18M
est: 23.18M (+47.4%)
|
16.75M
est: 19.76M (-15.2%)
|
31.56M
est: 23.27M (+35.6%)
|
18.20M
est: 24.27M (-25.0%)
|
56.79M
est: 29.82M (+90.5%)
|
31.25M
est: 34.52M (-9.5%)
|
55.83M
est: 55.75M (+0.1%)
|
20.51M
est: 38.13M (-46.2%)
|
16.98M
est: 23.89M (-28.9%)
|
36.46M
35.45M – 37.48M
+52.6% YoY
|
32.40M
29.91M – 34.90M
-11.1% YoY
|
40.03M
39.69M – 40.27M
+23.5% YoY
|
| SGA |
34.82M
est: 32.10M (+8.5%)
|
36.54M
est: 26.75M (+36.6%)
|
43.85M
est: 32.10M (+36.6%)
|
46.65M
est: 35.09M (+32.9%)
|
43.92M
est: 45.38M (-3.2%)
|
52.70M
est: 35.74M (+47.5%)
|
53.44M
est: 51.61M (+3.5%)
|
68.65M
est: 56.12M (+22.3%)
|
66.63M
est: 66.01M (+0.9%)
|
50.27M
est: 54.91M (-8.4%)
|
54.64M
54.25M – 55.02M
-0.5% YoY
|
56.77M
56.00M – 57.15M
+3.9% YoY
|
59.14M
58.78M – 59.51M
+4.2% YoY
|
| EPS |
0.77
est: 0.79 (-2.5%)
|
1.25
est: 0.93 (+34.4%)
|
0.63
est: 0.79 (-20.3%)
|
1.22
est: 0.93 (+31.2%)
|
0.72
est: 0.97 (-25.8%)
|
2.26
est: 2.08 (+8.7%)
|
1.24
est: 1.38 (-10.1%)
|
2.24
est: 2.13 (+5.1%)
|
0.82
est: 1.52 (-46.2%)
|
0.68
est: 0.93 (-27.1%)
|
1.46
1.42 – 1.50
+56.3% YoY
|
1.30
1.20 – 1.39
-10.8% YoY
|
1.60
1.59 – 1.61
+23.1% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B | 3/5 | 2/5 | 2/5 | 3/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-08 | B | 3/5 | 2/5 | 2/5 | 3/5 | 3/5 | 3/5 | 4/5 |
| 2026-05-07 | B | 3/5 | 2/5 | 2/5 | 3/5 | 3/5 | 3/5 | 4/5 |
| 2026-05-06 | B | 3/5 | 2/5 | 2/5 | 3/5 | 3/5 | 3/5 | 4/5 |
| 2026-05-05 | C+ | 2/5 | 2/5 | 1/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-04 | B- | 3/5 | 2/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-01 | B | 3/5 | 2/5 | 2/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-04-30 | B | 3/5 | 2/5 | 2/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-04-29 | B | 3/5 | 2/5 | 2/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-04-28 | B | 3/5 | 2/5 | 2/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-04-27 | B | 3/5 | 2/5 | 2/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-04-24 | B | 3/5 | 2/5 | 2/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-04-23 | B | 3/5 | 2/5 | 2/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-04-22 | B | 3/5 | 2/5 | 2/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-04-21 | B | 3/5 | 2/5 | 2/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-04-20 | B | 3/5 | 2/5 | 2/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-04-17 | B | 3/5 | 2/5 | 2/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-04-16 | B | 3/5 | 2/5 | 2/5 | 4/5 | 2/5 | 2/5 | 4/5 |
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 | 30-0447847 | 2.08M | 8.30% | 2.01M | — | 2.08M | — | IA | Delaware Limited Partnership | 2021-02-12 | ↗ |
| 2 | (. | 1.93M | 6.61% | 1.86M | — | 1.93M | — | IA | Delaware | 2015-02-05 | ↗ |
| 3 | (1) BlackRock, Inc. | 1.78M | 7.10% | 1.73M | — | 1.78M | — | HC | Delaware | 2022-02-03 | ↗ |
| 4 | The Vanguard Group - 23-1945930 | 1.36M | 5.43% | — | 30.1K | 1.32M | 48.6K | IA | Pennsylvania | 2022-02-10 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 2.34M +20.9K (+0.9%) | 65.15M -4.2M (-6.0%) | 9.52% +0.152 pp | 0.00% 0.000 pp | USD18.89 +47.3% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 2.00M +48.5K (+2.5%) | 55.52M -2.6M (-4.5%) | 8.11% +0.253 pp | 0.00% 0.000 pp | USD17.53 +58.7% | 45 qtrs — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1.64M -15.2K (-0.9%) | 45.67M -3.8M (-7.7%) | 6.67% -0.014 pp | 0.01% -0.001 pp | USD13.25 +110.0% | 45 qtrs — |
| 4 | BANK OF AMERICA CORP /DE/ | 1.29M -28.6K (-2.2%) | 35.99M -3.5M (-8.8%) | 5.26% -0.078 pp | 0.00% 0.000 pp | USD20.47 +35.9% | 45 qtrs — |
| 5 | AMERICAN CENTURY COMPANIES INC | 991.3K +153.9K (+18.4%) | 27.58M +2.6M (+10.3%) | 4.03% +0.650 pp | 0.01% +0.001 pp | USD22.46 +23.9% | 20 qtrs — |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 677.5K +6.6K (+1.0%) | 18.85M -1.2M (-5.9%) | 2.75% +0.046 pp | 0.00% 0.000 pp | USD19.32 +44.0% | 45 qtrs — |
| 7 | ACADIAN ASSET MANAGEMENT LLC | 662.9K +243.2K (+58.0%) | 18.44M +5.9M (+47.2%) | 2.69% +1.001 pp | 0.03% +0.008 pp | USD28.18 -1.3% | 4 qtrs — |
| 8 | EARNEST PARTNERS LLC | 604.8K -23.5K (-3.7%) | 16.83M -1.9M (-10.3%) | 2.46% -0.077 pp | 0.07% -0.009 pp | USD22.63 +22.9% | 18 qtrs — |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 515.4K +59.4K (+13.0%) | 14.34M +723.6K (+5.3%) | 2.09% +0.255 pp | 0.00% +0.000 pp | USD21.78 +27.7% | 45 qtrs — |
| 10 | STATE STREET CORP | 511.5K -3.6K (-0.7%) | 14.23M -1.1M (-7.5%) | 2.08% +0.000 pp | 0.00% 0.000 pp | USD16.03 +73.5% | 45 qtrs — |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 455.9K -23.3K (-4.9%) | 12.68M -1.6M (-11.4%) | 1.85% -0.081 pp | 0.01% -0.002 pp | USD20.49 +35.8% | 7 qtrs — |
| 12 | OXFORD FINANCIAL GROUP LTD | 342.5K +— (+0.0%) | 9.53M -698.6K (-6.8%) | 1.39% +0.010 pp | 0.52% -0.055 pp | USD25.36 +9.7% | 17 qtrs — |
| 13 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 330.3K -820.0 (-0.2%) | 9.19M -698.3K (-7.1%) | 1.34% +0.006 pp | 0.03% -0.003 pp | USD20.26 +37.3% | 28 qtrs — |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 328.3K -17.1K (-5.0%) | 9.13M -1.2M (-11.4%) | 1.33% -0.060 pp | 0.00% 0.000 pp | USD22.53 +23.5% | 18 qtrs — |
| 15 | PACIFIC RIDGE CAPITAL PARTNERS, LLC | 321.5K -9.5K (-2.9%) | 8.94M -939.8K (-9.5%) | 1.31% -0.029 pp | 1.96% -0.209 pp | USD22.71 +22.5% | 20 qtrs — |
| 16 | SAPIENT CAPITAL LLC | 296.5K -25.4K (-7.9%) | 8.47M -1.1M (-11.5%) | 1.21% -0.094 pp | 0.12% -0.028 pp | USD26.95 +3.2% | 9 qtrs — |
| 17 | BNP PARIBAS ARBITRAGE, SNC | 266.7K +5.8K (+2.2%) | 7.42M -369.6K (-4.7%) | 1.08% +0.031 pp | 0.00% -0.001 pp | USD29.72 -6.4% | 44 qtrs — |
| 18 | GRACE & WHITE INC /NY | 266.2K +— (+0.0%) | 7.41M -543.1K (-6.8%) | 1.08% +0.008 pp | 1.32% -0.082 pp | USD20.04 +38.8% | 45 qtrs — |
| 19 | WELLS FARGO & COMPANY/MN | 236.0K +1.8K (+0.8%) | 6.57M -428.3K (-6.1%) | 0.96% +0.014 pp | 0.00% 0.000 pp | USD22.12 +25.8% | 45 qtrs — |
| 20 | AQR CAPITAL MANAGEMENT LLC | 232.0K +27.5K (+13.5%) | 6.46M +349.2K (+5.7%) | 0.94% +0.118 pp | 0.00% -0.001 pp | USD22.34 +24.5% | 12 qtrs — |
| 21 | HILLSDALE INVESTMENT MANAGEMENT INC. | 231.7K +2.4K (+1.0%) | 6.45M -400.9K (-5.9%) | 0.94% +0.016 pp | 0.18% -0.029 pp | USD29.84 -6.8% | 2 qtrs — |
| 22 | NORTHERN TRUST CORP | 222.1K -17.5K (-7.3%) | 6.18M -976.1K (-13.6%) | 0.90% -0.064 pp | 0.00% 0.000 pp | USD14.21 +95.8% | 45 qtrs — |
| 23 | MORGAN STANLEY | 206.7K -39.8K (-16.1%) | 5.75M -1.6M (-21.9%) | 0.84% -0.155 pp | 0.00% 0.000 pp | USD23.71 +17.3% | 45 qtrs — |
| 24 | CSM ADVISORS, LLC | 205.3K +360.0 (+0.2%) | 5.71M -408.0K (-6.7%) | 0.83% +0.007 pp | 0.16% -0.016 pp | USD19.25 +44.5% | 3 qtrs — |
| 25 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 195.0K +11.6K (+6.3%) | 5.43M -52.0K (-0.9%) | 0.79% +0.052 pp | 0.11% -0.003 pp | USD19.86 +40.1% | 45 qtrs — |
| 26 | MARSHALL WACE, LLP | 184.7K +33.7K (+22.3%) | 5.14M +630.0K (+14.0%) | 0.75% +0.141 pp | 0.00% +0.000 pp | USD24.86 +11.9% | 4 qtrs — |
| 27 | ASSENAGON ASSET MANAGEMENT S.A. | 171.9K +20.5K (+13.5%) | 4.78M +260.0K (+5.7%) | 0.70% +0.088 pp | 0.01% +0.000 pp | USD24.24 +14.8% | 12 qtrs — |
| 28 | LARSON FINANCIAL GROUP LLC | 171.3K +— (+0.0%) | 4.76M -349.4K (-6.8%) | 0.70% +0.005 pp | 0.16% -0.020 pp | USD26.17 +6.3% | 14 qtrs — |
| 29 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 151.4K +39.6K (+35.5%) | 4.21M +874.8K (+26.2%) | 0.62% +0.164 pp | 0.02% +0.004 pp | USD21.96 +26.7% | 4 qtrs — |
| 30 | LAZARD ASSET MANAGEMENT LLC | 144.5K +75.7K (+110.0%) | 4.02M +2.0M (+95.7%) | 0.59% +0.310 pp | 0.01% +0.004 pp | USD23.70 +17.4% | 25 qtrs — |
| 31 | GOLDMAN SACHS GROUP INC | 138.6K +28.7K (+26.1%) | 3.86M +573.8K (+17.5%) | 0.56% +0.120 pp | 0.00% +0.000 pp | USD25.94 +7.2% | 45 qtrs — |
| 32 | GLOBEFLEX CAPITAL L P | 136.8K -3.1K (-2.2%) | 3.81M -371.2K (-8.9%) | 0.56% -0.009 pp | 0.58% -0.061 pp | USD29.86 -6.8% | 2 qtrs — |
| 33 | MILLENNIUM MANAGEMENT LLC | 130.2K +104.3K (+403.0%) | 3.62M +2.8M (+368.6%) | 0.53% +0.425 pp | 0.00% +0.001 pp | USD26.62 +4.5% | 14 qtrs — |
| 34 | EMPOWERED FUNDS, LLC | 117.8K +11.6K (+10.9%) | 3.28M +105.5K (+3.3%) | 0.48% +0.050 pp | 0.03% -0.006 pp | USD23.81 +16.8% | 11 qtrs — |
| 35 | CREATIVE PLANNING | 114.6K +13.3K (+13.1%) | 3.19M +162.4K (+5.4%) | 0.47% +0.057 pp | 0.00% +0.000 pp | USD21.32 +30.5% | 6 qtrs — |
| 36 | NEWEDGE ADVISORS, LLC | 107.2K -35.4K (-24.8%) | 2.98M -1.3M (-30.0%) | 0.44% -0.140 pp | 0.01% -0.009 pp | USD24.17 +15.1% | 9 qtrs — |
| 37 | CARDINAL CAPITAL MANAGEMENT | 106.6K +372.0 (+0.4%) | 2.96M -206.3K (-6.5%) | 0.43% +0.005 pp | 0.39% -0.046 pp | USD18.81 +47.9% | 24 qtrs — |
| 38 | JPMORGAN CHASE & CO | 102.3K -10.4K (-9.3%) | 2.84M -520.6K (-15.5%) | 0.42% -0.039 pp | 0.00% +0.000 pp | USD28.74 -3.2% | 45 qtrs — |
| 39 | D. E. SHAW & CO., INC. | 101.9K -81.1K (-44.3%) | 2.83M -2.6M (-48.1%) | 0.41% -0.325 pp | 0.00% -0.002 pp | USD23.74 +17.2% | 12 qtrs — |
| 40 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 97.6K -3.5K (-3.5%) | 2.71M -303.6K (-10.1%) | 0.40% -0.011 pp | 0.02% -0.003 pp | USD19.23 +44.7% | 3 qtrs — |
| 41 | BANK OF NEW YORK MELLON CORP | 94.4K -2.7K (-2.8%) | 2.63M -272.4K (-9.4%) | 0.38% -0.008 pp | 0.00% 0.000 pp | USD16.82 +65.4% | 45 qtrs — |
| 42 | WEDGE CAPITAL MANAGEMENT L L P/NC | 92.2K +1.3K (+1.4%) | 2.57M -149.0K (-5.5%) | 0.37% +0.008 pp | 0.05% +0.000 pp | USD19.35 +43.8% | 3 qtrs — |
| 43 | PRUDENTIAL FINANCIAL INC | 91.6K +129.0 (+0.1%) | 2.55M -183.1K (-6.7%) | 0.37% +0.003 pp | 0.00% 0.000 pp | USD28.49 -2.4% | 8 qtrs — |
| 44 | MARTINGALE ASSET MANAGEMENT L P | 90.6K +4.3K (+5.0%) | 2.52M -55.9K (-2.2%) | 0.37% +0.020 pp | 0.06% -0.001 pp | USD18.59 +49.7% | 5 qtrs — |
| 45 | FMR LLC | 85.2K +19.7K (+30.0%) | 2.37M +413.0K (+21.1%) | 0.35% +0.082 pp | 0.00% +0.000 pp | USD22.43 +24.0% | 30 qtrs — |
| 46 | FIRST TRUST ADVISORS LP | 76.9K +1.7K (+2.3%) | 2.14M -105.1K (-4.7%) | 0.31% +0.009 pp | 0.00% 0.000 pp | USD18.28 +52.2% | 42 qtrs — |
| 47 | QUBE RESEARCH & TECHNOLOGIES LTD | 72.5K +63.1K (+677.7%) | 2.02M +1.7M (+624.6%) | 0.29% +0.257 pp | 0.00% +0.002 pp | USD26.72 +4.1% | 12 qtrs — |
| 48 | SEGALL BRYANT & HAMILL, LLC | 71.7K +71.7K (+100.0%) | 1.99M +2.0M (+100.0%) | 0.29% +0.291 pp | 0.03% +0.027 pp | USD27.82 +0.0% | 1 qtrs NEW |
| 49 | BARCLAYS PLC | 69.3K +3.6K (+5.5%) | 1.93M +711.9K (+58.5%) | 0.28% +0.017 pp | 0.00% +0.000 pp | USD21.99 +26.5% | 39 qtrs — |
| 50 | RUSSELL INVESTMENTS GROUP, LTD. | 68.6K +233.0 (+0.3%) | 1.91M -133.0K (-6.5%) | 0.28% +0.003 pp | 0.00% 0.000 pp | USD26.36 +5.5% | 37 qtrs — |
| 51 | CETERA INVESTMENT ADVISERS | 67.5K -3.3K (-4.6%) | 1.88M -235.7K (-11.2%) | 0.27% -0.011 pp | 0.00% 0.000 pp | USD29.86 -6.8% | 2 qtrs — |
| 52 | PINNACLE HOLDINGS, LLC | 67.3K -39.0 (-0.1%) | 1.87M -138.5K (-6.9%) | 0.27% +0.002 pp | 0.63% -0.068 pp | USD13.80 +101.6% | 42 qtrs — |
| 53 | US BANCORP \DE\ | 65.9K +113.0 (+0.2%) | 1.83M -131.0K (-6.7%) | 0.27% +0.002 pp | 0.00% 0.000 pp | USD19.67 +41.4% | 45 qtrs — |
| 54 | TREXQUANT INVESTMENT LP | 65.5K -52.8K (-44.6%) | 1.82M -1.7M (-48.4%) | 0.27% -0.211 pp | 0.02% -0.020 pp | USD27.06 +2.8% | 10 qtrs — |
| 55 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 62.8K -2.1K (-3.2%) | 1.75M -190.2K (-9.8%) | 0.26% -0.007 pp | 0.00% +0.000 pp | USD19.47 +42.9% | 5 qtrs — |
| 56 | FRANKLIN RESOURCES INC | 57.6K +7.8K (+15.6%) | 1.60M +115.2K (+7.7%) | 0.23% +0.033 pp | 0.00% +0.000 pp | USD25.57 +8.8% | 4 qtrs — |
| 57 | UBS GROUP AG | 54.4K -7.1K (-11.6%) | 1.51M -323.6K (-17.6%) | 0.22% -0.027 pp | 0.00% +0.000 pp | USD24.97 +11.4% | 45 qtrs — |
| 58 | AMERIPRISE FINANCIAL INC | 51.0K +1.6K (+3.2%) | 1.42M -57.1K (-3.9%) | 0.21% +0.008 pp | 0.00% +0.000 pp | USD21.00 +32.5% | 28 qtrs — |
| 59 | VICTORY CAPITAL MANAGEMENT INC | 50.0K -6.6K (-11.7%) | 1.39M -299.1K (-17.7%) | 0.20% -0.025 pp | 0.00% 0.000 pp | USD22.85 +21.8% | 20 qtrs — |
| 60 | LOS ANGELES CAPITAL MANAGEMENT LLC | 47.5K +1.0K (+2.2%) | 1.39M +1.9K (+0.1%) | 0.19% +0.006 pp | 0.00% +0.000 pp | USD24.73 +12.5% | 3 qtrs — |
| 61 | NUVEEN, LLC | 47.8K +— (+0.0%) | 1.33M -97.4K (-6.8%) | 0.19% +0.001 pp | 0.00% +0.000 pp | USD16.45 +69.1% | 4 qtrs — |
| 62 | INVESCO LTD. | 46.9K +2.3K (+5.2%) | 1.31M -26.3K (-2.0%) | 0.19% +0.011 pp | 0.00% +0.000 pp | USD22.30 +24.8% | 25 qtrs — |
| 63 | LEGACY FINANCIAL ADVISORS, INC. | 45.4K +7.3K (+19.2%) | 1.26M +126.1K (+11.1%) | 0.18% +0.031 pp | 0.17% +0.018 pp | USD22.84 +21.8% | 16 qtrs — |
| 64 | PRINCIPAL FINANCIAL GROUP INC | 44.7K +14.2K (+46.3%) | 1.24M +331.7K (+36.3%) | 0.18% +0.059 pp | 0.00% +0.000 pp | USD29.21 -4.8% | 2 qtrs — |
| 65 | GAMCO INVESTORS, INC. ET AL | 44.5K +— (+0.0%) | 1.24M -90.7K (-6.8%) | 0.18% +0.001 pp | 0.01% -0.001 pp | USD23.03 +20.8% | 12 qtrs — |
| 66 | JANE STREET GROUP, LLC | 44.4K -7.9K (-15.1%) | 1.23M -326.5K (-20.9%) | 0.18% -0.031 pp | 0.00% 0.000 pp | USD18.46 +50.7% | 9 qtrs — |
| 67 | SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 42.2K +— (+0.0%) | 1.17M -86.1K (-6.8%) | 0.17% +0.001 pp | 0.67% -0.068 pp | USD19.64 +41.6% | 6 qtrs — |
| 68 | MAN GROUP PLC | 37.6K -1.6K (-4.0%) | 1.05M -123.5K (-10.6%) | 0.15% -0.005 pp | 0.00% 0.000 pp | USD22.89 +21.5% | 3 qtrs — |
| 69 | CITADEL ADVISORS LLC | 36.8K -5.9K (-13.8%) | 1.02M -250.4K (-19.7%) | 0.15% -0.023 pp | 0.00% +0.000 pp | USD16.85 +65.1% | 28 qtrs — |
| 70 | PRICE T ROWE ASSOCIATES INC /MD/ | 36.5K -2.8K (-7.1%) | 1.02M -158.0K (-13.5%) | 0.15% -0.010 pp | 0.00% +0.000 pp | USD18.42 +51.0% | 45 qtrs — |
| 71 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | 36.5K +23.3K (+176.6%) | 1.01M +621.1K (+157.7%) | 0.15% +0.095 pp | 0.22% +0.106 pp | USD24.71 +12.6% | 3 qtrs — |
| 72 | GABELLI FUNDS LLC | 34.1K -3.7K (-9.8%) | 947.9K -179.8K (-15.9%) | 0.14% -0.014 pp | 0.01% -0.001 pp | USD21.55 +29.1% | 18 qtrs — |
| 73 | RHUMBLINE ADVISERS | 32.2K -4.8K (-12.9%) | 894.4K -207.8K (-18.9%) | 0.13% -0.018 pp | 0.00% 0.000 pp | USD16.43 +69.3% | 45 qtrs — |
| 74 | — | 31.0K -1.0K (-3.1%) | 862.4K -93.1K (-9.7%) | 0.13% -0.003 pp | 0.60% +0.009 pp | USD29.86 -6.8% | 2 qtrs — |
| 75 | QUANTINNO CAPITAL MANAGEMENT LP | 30.8K +1.1K (+3.8%) | 858.1K -29.1K (-3.3%) | 0.13% +0.006 pp | 0.00% -0.001 pp | USD21.74 +28.0% | 3 qtrs — |
| 76 | SIERRA SUMMIT ADVISORS LLC | 30.2K +30.2K (+100.0%) | 840.5K +840.5K (+100.0%) | 0.12% +0.123 pp | 0.13% +0.129 pp | USD27.82 +0.0% | 1 qtrs NEW |
| 77 | CANADA PENSION PLAN INVESTMENT BOARD | 30.0K +30.0K (+100.0%) | 834.6K +834.6K (+100.0%) | 0.12% +0.122 pp | 0.00% +0.001 pp | USD27.82 +0.0% | 1 qtrs NEW |
| 78 | Y-INTERCEPT (HONG KONG) LTD | 29.5K +29.5K (+100.0%) | 820.6K +820.6K (+100.0%) | 0.12% +0.120 pp | 0.02% +0.018 pp | USD27.82 +0.0% | 1 qtrs NEW |
| 79 | CAMPBELL & CO INVESTMENT ADVISER LLC | 29.2K +11.1K (+60.8%) | 813.2K +270.4K (+49.8%) | 0.12% +0.045 pp | 0.04% -0.002 pp | USD29.09 -4.4% | 2 qtrs — |
| 80 | WILEY BROS.-AINTREE CAPITAL, LLC | 29.0K -686.0 (-2.3%) | 805.7K -79.6K (-9.0%) | 0.12% -0.002 pp | 0.00% -0.002 pp | USD18.98 +46.6% | 6 qtrs — |
| 81 | COMERICA BANK | 27.8K +336.0 (+1.2%) | 773.7K -46.7K (-5.7%) | 0.11% +0.002 pp | 0.00% +0.000 pp | USD21.08 +32.0% | 9 qtrs — |
| 82 | RITHOLTZ WEALTH MANAGEMENT | 26.0K +14.8K (+131.8%) | 722.7K +388.0K (+115.9%) | 0.11% +0.060 pp | 0.01% +0.007 pp | USD28.70 -3.1% | 2 qtrs — |
| 83 | SQUAREPOINT OPS LLC | 24.1K +24.1K (+100.0%) | 670.0K +670.0K (+100.0%) | 0.10% +0.098 pp | 0.00% +0.001 pp | USD27.82 +0.0% | 3 qtrs — |
| 84 | ELLSWORTH ADVISORS, LLC | 20.9K +20.9K (+100.0%) | 655.4K +655.4K (+100.0%) | 0.08% +0.085 pp | 0.13% +0.130 pp | USD27.82 +0.0% | 1 qtrs NEW |
| 85 | XTX TOPCO LTD | 23.4K +6.2K (+36.0%) | 650.9K +137.2K (+26.7%) | 0.10% +0.026 pp | 0.02% -0.010 pp | USD29.32 -5.1% | 2 qtrs — |
| 86 | TWO SIGMA INVESTMENTS, LP | 22.6K -31.7K (-58.3%) | 628.9K -991.7K (-61.2%) | 0.09% -0.127 pp | 0.00% -0.002 pp | USD19.41 +43.3% | 13 qtrs — |
| 87 | ALLIANCEBERNSTEIN L.P. | 22.3K +— (+0.0%) | 620.4K -45.5K (-6.8%) | 0.09% +0.001 pp | 0.00% +0.000 pp | USD18.93 +47.0% | 45 qtrs — |
| 88 | STATE OF WISCONSIN INVESTMENT BOARD | 22.2K +4.0K (+21.8%) | 618.8K +73.3K (+13.4%) | 0.09% +0.017 pp | 0.00% +0.000 pp | USD23.06 +20.6% | 3 qtrs — |
| 89 | STRS OHIO | 22.0K +1.2K (+5.8%) | 612.0K -9.0K (-1.5%) | 0.09% +0.006 pp | 0.00% +0.000 pp | USD23.70 +17.4% | 12 qtrs — |
| 90 | DEUTSCHE BANK AG\ | 21.4K +934.0 (+4.6%) | 595.0K -15.7K (-2.6%) | 0.09% +0.004 pp | 0.00% +0.000 pp | USD23.06 +20.6% | 45 qtrs — |
| 91 | LSV ASSET MANAGEMENT | 20.4K +3.5K (+20.7%) | 568.0K +63.0K (+12.5%) | 0.08% +0.015 pp | 0.00% +0.000 pp | USD22.12 +25.8% | 39 qtrs — |
| 92 | STERLING CAPITAL MANAGEMENT LLC | 18.2K -277.0 (-1.5%) | 506.9K -45.4K (-8.2%) | 0.07% -0.001 pp | 0.01% +0.000 pp | USD19.81 +40.4% | 6 qtrs — |
| 93 | MANGROVE PARTNERS | 17.7K +17.7K (+100.0%) | 491.6K +491.6K (+100.0%) | 0.07% +0.072 pp | 0.04% +0.040 pp | USD27.82 +0.0% | 1 qtrs NEW |
| 94 | INSPIRE INVESTING, LLC | 16.6K -30.8K (-65.0%) | 462.4K -953.7K (-67.3%) | 0.07% -0.124 pp | 0.04% -0.096 pp | USD25.00 +11.3% | 6 qtrs — |
| 95 | CAXTON ASSOCIATES LLP | 16.6K -6.4K (-27.9%) | 462.1K -225.5K (-32.8%) | 0.07% -0.025 pp | 0.01% -0.007 pp | USD29.86 -6.8% | 2 qtrs — |
| 96 | LEGATO CAPITAL MANAGEMENT LLC | 16.5K +16.5K (+100.0%) | 458.1K +458.1K (+100.0%) | 0.07% +0.067 pp | 0.04% +0.039 pp | USD27.82 +0.0% | 1 qtrs NEW |
| 97 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 16.4K +— (+0.0%) | 455.9K -33.4K (-6.8%) | 0.07% +0.001 pp | 0.01% -0.001 pp | USD19.23 +44.7% | 3 qtrs — |
| 98 | CITIGROUP INC | 16.4K -66.2K (-80.2%) | 455.5K -2.0M (-81.5%) | 0.07% -0.267 pp | 0.00% -0.001 pp | USD20.28 +37.2% | 45 qtrs — |
| 99 | SG AMERICAS SECURITIES, LLC | 16.2K +8.3K (+103.6%) | 451.0K +213.0K (+89.5%) | 0.07% +0.034 pp | 0.00% 0.000 pp | USD28.82 -3.5% | 25 qtrs — |
| 100 | PANAGORA ASSET MANAGEMENT INC | 16.0K +— (+0.0%) | 445.5K -32.7K (-6.8%) | 0.07% +0.001 pp | 0.00% 0.000 pp | USD29.86 -6.8% | 2 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust Dow Jones Select MicroCap Index Fund FDM | 0.78% | 2.02M | 0.65% |
| 2 | iShares US Small Cap Value Factor ETF SVAL | 0.33% | 652.9K | 0.20% |
| 3 | Royce Quant Small-Cap Quality Value ETF SQLV | 0.32% | 93.0K | 0.60% |
| 4 | Lazard US Systematic Small Cap Equity ETF SYZ | 0.25% | 130.6K | 0.74% |
| 5 | Inspire Small/Mid Cap ETF ISMD | 0.20% | 670.9K | 0.53% |
| 6 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.15% | 2.55M | 0.47% |
| 7 | Innovator U.S. Small Cap Managed Floor ETF RFLR | 0.15% | 131.7K | 0.89% |
| 8 | iShares Micro-Cap ETF IWC | 0.14% | 2.06M | 0.60% |
| 9 | Avantis U.S. Small Cap Value ETF AVUV | 0.10% | 28.39M | 0.25% |
| 10 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.09% | 938.1K | 0.20% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-04 | Phillips Richard D | Director / Officer | M-Exempt | D | Restricted Shares | 7,673 | 0.00 | — | 92,304 | D | ↗ |
| 2025-11-14 | Van Deursen Holly | Director | A-Award | A | Common Stock | 4,411 | 28.34 | 125.0K | 34,297 | D | ↗ |
| 2025-11-14 | Vadaketh Tom George | Director | A-Award | A | Phantom Stock units | 7,410 | 0.00 | — | 37,115 | D | ↗ |
| 2025-11-14 | THAXTON GREGORY A | Director | A-Award | A | Phantom Stock units | 4,411 | 0.00 | — | 41,442 | D | ↗ |
| 2025-11-14 | Repplier Colleen C | Director | A-Award | A | Phantom Stock units | 4,411 | 0.00 | — | 80,580 | D | ↗ |
| 2025-11-14 | Regrut Andrew Donald | Officer | — | — | Restricted Shares | 2,503 | 0.00 | — | 0 | D | ↗ |
| 2025-11-14 | PHILLIPPY ROBERT J | Director | A-Award | A | Common Stock | 4,411 | 28.34 | 125.0K | 15,912 | D | ↗ |
| 2025-11-14 | Lampert Gregory J. | Director | A-Award | A | Common Stock | 7,322 | 28.34 | 207.5K | 45,373 | D | ↗ |
| 2025-11-14 | Holcomb Michele | Director | A-Award | A | Common Stock | 4,411 | 28.34 | 125.0K | 10,959 | D | ↗ |
| 2025-08-27 | Thomson Kathy R | Officer | M-Exempt | A | Common Stock | 6,654 | 0.00 | — | 32,159 | D | ↗ |
| 2025-08-27 | Phillips Richard D | Director / Officer | A-Award | A | Restricted Shares | 49,936 | 0.00 | — | 99,977 | D | ↗ |
| 2025-08-27 | Korn Steven T | Officer | A-Award | A | Common Stock | 20,148 | 0.00 | — | 125,010 | D | ↗ |
| 2025-08-27 | Hass Douglas | Officer | M-Exempt | D | Restricted Shares | 5,974 | 0.00 | — | 7,749 | D | ↗ |
| 2025-08-27 | DeLorenzo Jessica L | Officer | A-Award | A | Common Stock | 7,632 | 0.00 | — | 35,174 | D | ↗ |
| 2025-08-27 | Croom Jana T | Officer | F-InKind | D | Common Stock | 13,711 | 27.97 | 383.5K | 32,324 | D | ↗ |
| 2025-08-27 | Baumann Adam M | Officer | F-InKind | D | Common Stock | 1,766 | 27.97 | 49.4K | 7,528 | D | ↗ |
| 2025-01-04 | Phillips Richard D | Director / Officer | M-Exempt | D | Restricted Shares | 7,672 | 0.00 | — | 74,348 | D | ↗ |
| 2024-11-15 | Van Deursen Holly | Director | A-Award | A | Common Stock | 6,548 | 19.09 | 125.0K | 29,886 | D | ↗ |
| 2024-11-15 | Vadaketh Tom George | Director | A-Award | A | Phantom Stock units | 11,001 | 0.00 | — | 29,705 | D | ↗ |
| 2024-11-15 | THAXTON GREGORY A | Director | A-Award | A | Phantom Stock units | 6,548 | 0.00 | — | 37,031 | D | ↗ |
| 2024-11-15 | Repplier Colleen C | Director | A-Award | A | Phantom Stock units | 10,739 | 0.00 | — | 76,169 | D | ↗ |
| 2024-11-15 | PHILLIPPY ROBERT J | Director | A-Award | A | Common Stock | 6,548 | 19.09 | 125.0K | 11,501 | D | ↗ |
| 2024-11-15 | Lampert Gregory J. | Director | A-Award | A | Common Stock | 6,548 | 19.09 | 125.0K | 38,051 | D | ↗ |
| 2024-11-15 | Holcomb Michele | Director | A-Award | A | Common Stock | 6,548 | 19.09 | 125.0K | 6,548 | D | ↗ |
| 2024-09-05 | Korn Steven T | Officer | G-Gift | D | Common Stock | 3,000 | 0.00 | — | 98,100 | — | ↗ |
| 2024-08-29 | Wells Isabel S | Officer | A-Award | A | Restricted Shares | 7,171 | 0.00 | — | 11,168 | — | ↗ |
| 2024-08-29 | Thomson Kathy R | Officer | A-Award | A | Common Stock | 7,793 | 0.00 | — | 30,296 | — | ↗ |
| 2024-08-29 | Phillips Richard D | Director / Officer | A-Award | A | Restricted Shares | 54,183 | 0.00 | — | 82,020 | — | ↗ |
| 2024-08-29 | Korn Steven T | Officer | F-InKind | D | Common Stock | 9,404 | 18.58 | 174.7K | 101,100 | — | ↗ |
| 2024-08-29 | Hass Douglas | Officer | M-Exempt | D | Restricted Shares | 2,785 | 0.00 | — | 4,161 | — | ↗ |
| 2024-08-29 | DeLorenzo Jessica L | Officer | A-Award | A | Common Stock | 6,277 | 0.00 | — | 26,323 | — | ↗ |
| 2024-08-29 | Croom Jana T | Officer | M-Exempt | A | Common Stock | 4,717 | 0.00 | — | 11,941 | — | ↗ |
| 2024-08-29 | Baumann Adam M | Officer | M-Exempt | D | Restricted Shares | 714 | 0.00 | — | 1,053 | — | ↗ |
| 2024-01-18 | Phillips Richard D | Director / Officer | M-Exempt | D | Restricted Shares | 7,672 | 0.00 | — | 34,083 | — | ↗ |
| 2023-11-27 | Van Deursen Holly | Director | A-Award | A | Common Stock | 4,953 | 25.24 | 125.0K | 23,338 | — | ↗ |
| 2023-11-27 | Vadaketh Tom George | Director | A-Award | A | Phantom Stock units | 8,320 | 0.00 | — | 18,704 | — | ↗ |
| 2023-11-27 | THAXTON GREGORY A | Director | A-Award | A | Phantom Stock units | 4,952 | 0.00 | — | 30,483 | — | ↗ |
| 2023-11-27 | Repplier Colleen C | Director | A-Award | A | Phantom Stock units | 8,122 | 0.00 | — | 65,430 | — | ↗ |
| 2023-11-27 | PHILLIPPY ROBERT J | Director | A-Award | A | Common Stock | 4,953 | 25.24 | 125.0K | 4,953 | — | ↗ |
| 2023-11-27 | Lampert Gregory J. | Director | A-Award | A | Common Stock | 8,222 | 25.24 | 207.5K | 31,503 | — | ↗ |
| 2023-11-27 | Holcomb Michele | Director | A-Award | A | Phantom Stock units | 4,953 | 0.00 | — | 23,336 | — | ↗ |
| 2023-11-15 | Korn Steven T | Officer | A-Award | A | Restricted Shares | 23,356 | 0.00 | — | 36,627 | — | ↗ |
| 2023-08-31 | Korn Steven T | Officer | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 88,892 | — | ↗ |
| 2023-08-29 | Wells Isabel S | Officer | M-Exempt | D | Restricted Shares | 1,247 | 0.00 | — | 2,494 | — | ↗ |
| 2023-08-29 | Thyen Christopher J | Officer | A-Award | A | Common Stock | 10,121 | 0.00 | — | 120,845 | — | ↗ |
| 2023-08-29 | Thomson Kathy R | Officer | A-Award | A | Common Stock | 9,084 | 0.00 | — | 24,751 | — | ↗ |
| 2023-08-29 | Phillips Richard D | Director / Officer | A-Award | A | Restricted Shares | 18,738 | 0.00 | — | 41,755 | — | ↗ |
| 2023-08-29 | Korn Steven T | Officer | F-InKind | D | Common Stock | 9,325 | 29.20 | 272.2K | 92,892 | — | ↗ |
| 2023-08-29 | Hass Douglas | Officer | M-Exempt | D | Restricted Shares | 1,410 | 0.00 | — | 2,821 | — | ↗ |
| 2023-08-29 | DeLorenzo Jessica L | Officer | A-Award | A | Common Stock | 6,895 | 0.00 | — | 21,064 | — | ↗ |
| 2023-08-29 | Croom Jana T | Officer | M-Exempt | D | Restricted Shares | 1,597 | 0.00 | — | 3,193 | — | ↗ |
| 2023-08-29 | Baumann Adam M | Officer | A-Award | A | Common Stock | 2,120 | 0.00 | — | 4,348 | — | ↗ |
| 2023-03-17 | Vadaketh Tom George | Director | A-Award | A | Phantom Stock units | 107 | 0.00 | — | 10,384 | — | ↗ |
| 2023-03-17 | Lampert Gregory J. | Director | A-Award | A | Common Stock | 108 | 23.30 | 2.5K | 23,281 | — | ↗ |
| 2023-03-01 | Phillips Richard D | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-12-14 | Thyen Christopher J | Officer | G-Gift | A | Common Stock | 1,280 | 0.00 | — | 109,840 | — | ↗ |
| 2022-11-18 | Van Deursen Holly | Director | A-Award | A | Common Stock | 5,365 | 23.30 | 125.0K | 18,385 | — | ↗ |
| 2022-11-18 | Vadaketh Tom George | Director | A-Award | A | Phantom Stock units | 8,477 | 23.30 | 197.5K | 10,277 | — | ↗ |
| 2022-11-18 | THAXTON GREGORY A | Director | A-Award | A | Phantom Stock units | 5,365 | 23.30 | 125.0K | 25,531 | — | ↗ |
| 2022-11-18 | Repplier Colleen C | Director | A-Award | A | Phantom Stock units | 8,798 | 23.30 | 205.0K | 57,308 | — | ↗ |
| 2022-11-18 | PHILLIPPY ROBERT J | Director | A-Award | A | Phantom Stock units | 9,120 | 23.30 | 212.5K | 42,924 | — | ↗ |
| 2022-11-18 | Lampert Gregory J. | Director | A-Award | A | Common Stock | 8,477 | 23.30 | 197.5K | 23,173 | — | ↗ |
| 2022-11-18 | Holcomb Michele | Director | A-Award | A | Phantom Stock units | 5,365 | 23.30 | 125.0K | 18,383 | — | ↗ |
| 2022-11-16 | Korn Steven T | Officer | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 80,859 | — | ↗ |
| 2022-11-15 | Korn Steven T | Officer | G-Gift | D | Common Stock | 3,000 | 0.00 | — | 81,859 | — | ↗ |
| 2022-10-06 | Vadaketh Tom George | Director | A-Award | A | Phantom Stock units | 1,800 | 18.29 | 32.9K | 1,800 | — | ↗ |
| 2022-08-19 | Wells Isabel S | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-08-19 | Thyen Christopher J | Officer | F-InKind | D | Common Stock | 3,633 | 23.45 | 85.2K | 108,560 | — | ↗ |
| 2022-08-19 | Thomson Kathy R | Officer | F-InKind | D | Common Stock | 3,219 | 23.45 | 75.5K | 14,806 | — | ↗ |
| 2022-08-19 | Korn Steven T | Officer | F-InKind | D | Common Stock | 5,782 | 23.45 | 135.6K | 84,859 | — | ↗ |
| 2022-08-19 | Kemper LeRoy W | Officer | F-InKind | D | Common Stock | 1,642 | 23.45 | 38.5K | 11,122 | — | ↗ |
| 2022-08-19 | Hass Douglas | Officer | F-InKind | D | Common Stock | 1,105 | 23.45 | 25.9K | 2,901 | — | ↗ |
| 2022-08-19 | DeLorenzo Jessica L | Officer | F-InKind | D | Common Stock | 2,236 | 23.45 | 52.4K | 13,068 | — | ↗ |
| 2022-08-19 | Croom Jana T | Officer | A-Award | A | Common Stock | 1,881 | 0.00 | — | 3,116 | — | ↗ |
| 2022-08-19 | CHARRON DONALD D | Officer | F-InKind | D | Common Stock | 23,867 | 23.45 | 559.6K | 442,532 | — | ↗ |
| 2022-08-19 | Baumann Adam M | Officer | F-InKind | D | Common Stock | 304 | 23.45 | 7.1K | 1,854 | — | ↗ |
| 2022-05-04 | Wells Isabel S | Officer | A-Award | A | Common Stock | 1,750 | 0.00 | — | 1,750 | — | ↗ |
| 2022-04-18 | Wells Isabel S | Officer | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-01-01 | Hass Douglas | Officer | — | D | Common Stock | 0 | 0.00 | — | 1,457 | — | ↗ |
| 2021-12-28 | KAHLE JOHN H | Officer | S-Sale | D | Common Stock | 3,500 | 21.61 | 75.6K | 140,625 | — | ↗ |
| 2021-12-15 | KAHLE JOHN H | Officer | S-Sale | D | Common Stock | 3,500 | 21.17 | 74.1K | 144,125 | — | ↗ |
| 2021-11-29 | KAHLE JOHN H | Officer | S-Sale | D | Common Stock | 3,500 | 22.29 | 78.0K | 147,625 | — | ↗ |
| 2021-11-17 | Van Deursen Holly | Director | A-Award | A | Common Stock | 5,027 | 24.87 | 125.0K | 13,020 | — | ↗ |
| 2021-11-17 | THAXTON GREGORY A | Director | A-Award | A | Phantom Stock units | 5,026 | 0.00 | — | 20,166 | — | ↗ |
| 2021-11-17 | Repplier Colleen C | Director | A-Award | A | Phantom Stock units | 7,941 | 0.00 | — | 48,510 | — | ↗ |
| 2021-11-17 | PHILLIPPY ROBERT J | Director | A-Award | A | Phantom Stock units | 8,545 | 0.00 | — | 33,804 | — | ↗ |
| 2021-11-17 | Lampert Gregory J. | Director | A-Award | A | Phantom Stock units | 7,942 | 0.00 | — | 44,927 | — | ↗ |
| 2021-11-17 | Holcomb Michele | Director | A-Award | A | Phantom Stock units | 5,026 | 0.00 | — | 13,018 | — | ↗ |
| 2021-11-15 | KAHLE JOHN H | Officer | S-Sale | D | Common Stock | 3,500 | 25.40 | 88.9K | 151,125 | — | ↗ |
| 2021-10-28 | KAHLE JOHN H | Officer | S-Sale | D | Common Stock | 3,500 | 28.43 | 99.5K | 154,625 | — | ↗ |
| 2021-10-15 | KAHLE JOHN H | Officer | S-Sale | D | Common Stock | 3,500 | 28.87 | 101.0K | 158,125 | — | ↗ |
| 2021-09-28 | KAHLE JOHN H | Officer | S-Sale | D | Common Stock | 3,400 | 26.17 | 89.0K | 161,725 | — | ↗ |
| 2021-09-15 | KAHLE JOHN H | Officer | S-Sale | D | Common Stock | 3,500 | 25.13 | 87.9K | 165,125 | — | ↗ |
| 2021-09-14 | Korn Steven T | Officer | G-Gift | D | Common Stock | 3,000 | 0.00 | — | 77,424 | — | ↗ |
| 2021-08-30 | KAHLE JOHN H | Officer | S-Sale | D | Common Stock | 2,800 | 24.00 | 67.2K | 169,325 | — | ↗ |
| 2021-08-24 | Thyen Christopher J | Officer | F-InKind | D | Common Stock | 3,245 | 23.36 | 75.8K | 103,880 | — | ↗ |
| 2021-08-24 | Thomson Kathy R | Officer | F-InKind | D | Common Stock | 2,850 | 23.36 | 66.6K | 11,159 | — | ↗ |
| 2021-08-24 | Smith Sandy A | Officer | F-InKind | D | Common Stock | 2,086 | 23.36 | 48.7K | 49,728 | — | ↗ |
| 2021-08-24 | Korn Steven T | Officer | A-Award | A | Common Stock | 15,740 | 0.00 | — | 84,954 | — | ↗ |
| 2021-08-24 | Kemper LeRoy W | Officer | A-Award | A | Common Stock | 4,861 | 0.00 | — | 10,442 | — | ↗ |
| 2021-08-24 | KAHLE JOHN H | Officer | F-InKind | D | Common Stock | 2,801 | 23.36 | 65.4K | 172,125 | — | ↗ |
| 2021-08-24 | DeLorenzo Jessica L | Officer | F-InKind | D | Common Stock | 1,815 | 23.36 | 42.4K | 10,193 | — | ↗ |
| 2021-08-24 | Croom Jana T | Officer | F-InKind | D | Common Stock | 478 | 23.36 | 11.2K | 1,235 | — | ↗ |
| 2021-08-24 | Castillejos Desiree L. | Officer | F-InKind | D | Common Stock | 2,227 | 23.36 | 52.0K | 11,494 | — | ↗ |
| 2021-08-24 | CHARRON DONALD D | Director / Officer | F-InKind | D | Common Stock | 26,253 | 23.36 | 613.1K | 411,885 | — | ↗ |
| 2021-08-24 | Baumann Adam M | Officer | A-Award | A | Common Stock | 534 | 0.00 | — | 1,477 | — | ↗ |
| 2021-08-16 | KAHLE JOHN H | Officer | S-Sale | D | Common Stock | 3,500 | 22.55 | 78.9K | 165,195 | — | ↗ |
| 2021-07-28 | KAHLE JOHN H | Officer | S-Sale | D | Common Stock | 3,500 | 19.96 | 69.8K | 168,695 | — | ↗ |
| 2021-07-15 | KAHLE JOHN H | Officer | S-Sale | D | Common Stock | 3,500 | 20.26 | 70.9K | 172,195 | — | ↗ |
| 2021-06-28 | KAHLE JOHN H | Officer | S-Sale | D | Common Stock | 3,500 | 21.59 | 75.6K | 175,695 | — | ↗ |
| 2021-06-15 | KAHLE JOHN H | Officer | S-Sale | D | Common Stock | 3,500 | 21.95 | 76.8K | 179,195 | — | ↗ |
| 2021-05-28 | KAHLE JOHN H | Officer | S-Sale | D | Common Stock | 3,500 | 22.15 | 77.5K | 182,695 | — | ↗ |
| 2021-05-14 | KAHLE JOHN H | Officer | S-Sale | D | Common Stock | 3,500 | 22.05 | 77.2K | 186,195 | — | ↗ |
| 2021-04-28 | KAHLE JOHN H | Officer | S-Sale | D | Common Stock | 3,500 | 22.19 | 77.7K | 189,695 | — | ↗ |
| 2021-04-15 | KAHLE JOHN H | Officer | S-Sale | D | Common Stock | 3,500 | 23.19 | 81.2K | 193,195 | — | ↗ |
| 2021-03-29 | KAHLE JOHN H | Officer | S-Sale | D | Common Stock | 3,300 | 25.63 | 84.6K | 196,895 | — | ↗ |
| 2021-03-15 | KAHLE JOHN H | Officer | S-Sale | D | Common Stock | 3,500 | 26.52 | 92.8K | 200,195 | — | ↗ |
| 2021-03-01 | KAHLE JOHN H | Officer | S-Sale | D | Common Stock | 3,500 | 24.39 | 85.4K | 203,695 | — | ↗ |
| 2021-03-01 | Baumann Adam M | Officer | — | I | Common Stock | 0 | 0.00 | — | 221 | — | ↗ |
| 2021-02-16 | KAHLE JOHN H | Officer | S-Sale | D | Common Stock | 3,500 | 24.51 | 85.8K | 207,195 | — | ↗ |
| 2021-01-11 | Croom Jana T | Officer | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-11-19 | Korn Steven T | Officer | G-Gift | D | Common Stock | 4,000 | 0.00 | — | 69,214 | — | ↗ |
| 2020-11-18 | Van Deursen Holly | Director | A-Award | A | Common Stock | 4,235 | 15.35 | 65.0K | 7,993 | — | ↗ |
| 2020-11-18 | THAXTON GREGORY A | Director | A-Award | A | Phantom Stock units | 4,234 | 0.00 | — | 15,140 | — | ↗ |
| 2020-11-18 | Repplier Colleen C | Director | A-Award | A | Phantom Stock units | 9,772 | 0.00 | — | 40,569 | — | ↗ |
| 2020-11-18 | PHILLIPPY ROBERT J | Director | A-Award | A | Phantom Stock units | 9,120 | 0.00 | — | 25,259 | — | ↗ |
| 2020-11-18 | Lampert Gregory J. | Director | A-Award | A | Phantom Stock units | 9,772 | 0.00 | — | 36,985 | — | ↗ |
| 2020-11-18 | Holcomb Michele | Director | A-Award | A | Phantom Stock units | 4,234 | 0.00 | — | 7,992 | — | ↗ |
| 2020-08-24 | Thyen Christopher J | Officer | F-InKind | D | Common Stock | 2,901 | 13.57 | 39.4K | 95,850 | — | ↗ |
| 2020-08-24 | Thomson Kathy R | Officer | A-Award | A | Common Stock | 5,219 | 0.00 | — | 6,775 | — | ↗ |
| 2020-08-24 | Smith Sandy A | Officer | A-Award | A | Common Stock | 7,090 | 0.00 | — | 46,610 | — | ↗ |
| 2020-08-24 | Sergesketter Michael K. | Officer | F-InKind | D | Common Stock | 3,078 | 13.57 | 41.8K | 87,990 | — | ↗ |
| 2020-08-24 | Korn Steven T | Officer | A-Award | A | Common Stock | 10,774 | 0.00 | — | 76,315 | — | ↗ |
| 2020-08-24 | Kemper LeRoy W | Officer | A-Award | A | Common Stock | 4,218 | 0.00 | — | 7,065 | — | ↗ |
| 2020-08-24 | KAHLE JOHN H | Officer | A-Award | A | Common Stock | 8,930 | 0.00 | — | 213,265 | — | ↗ |
| 2020-08-24 | Hodell Mark D | Officer | F-InKind | D | Common Stock | 1,713 | 13.57 | 23.2K | 30,876 | — | ↗ |
| 2020-08-24 | DeLorenzo Jessica L | Officer | F-InKind | D | Common Stock | 1,247 | 13.57 | 16.9K | 5,702 | — | ↗ |
| 2020-08-24 | Castillejos Desiree L. | Officer | F-InKind | D | Common Stock | 1,670 | 13.57 | 22.7K | 5,985 | — | ↗ |
| 2020-08-24 | CHARRON DONALD D | Director / Officer | F-InKind | D | Common Stock | 15,336 | 13.57 | 208.1K | 369,001 | — | ↗ |
| 2020-07-01 | Kemper LeRoy W | Officer | — | D | Common Stock | 0 | 0.00 | — | 2,847 | — | ↗ |
| 2020-03-12 | CHARRON DONALD D | Director / Officer | I-Discretionary | A | Common Stock | 44,525 | 10.55 | 469.7K | 81,034 | — | ↗ |
| 2019-11-15 | Van Deursen Holly | Director | A-Award | A | Common Stock | 3,758 | 17.30 | 65.0K | 3,758 | — | ↗ |
| 2019-11-15 | THAXTON GREGORY A | Director | A-Award | A | Phantom Stock units | 3,758 | 0.00 | — | 10,906 | — | ↗ |
| 2019-11-15 | Repplier Colleen C | Director | A-Award | A | Phantom Stock units | 8,671 | 0.00 | — | 30,797 | — | ↗ |
| 2019-11-15 | PHILLIPPY ROBERT J | Director | A-Award | A | Phantom Stock units | 8,093 | 0.00 | — | 16,139 | — | ↗ |
| 2019-11-15 | Lampert Gregory J. | Director | A-Award | A | Phantom Stock units | 8,670 | 0.00 | — | 27,213 | — | ↗ |
| 2019-11-15 | Holcomb Michele | Director | A-Award | A | Phantom Stock units | 3,758 | 0.00 | — | 3,758 | — | ↗ |
| 2019-11-07 | Van Deursen Holly | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-11-07 | Holcomb Michele | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-10-17 | Korn Steven T | Officer | G-Gift | D | Common Stock | 4,000 | 0.00 | — | 65,541 | — | ↗ |
| 2019-08-19 | Thyen Christopher J | Officer | F-InKind | D | Common Stock | 3,530 | 14.63 | 51.6K | 88,674 | — | ↗ |
| 2019-08-19 | Thomson Kathy R | Officer | A-Award | A | Common Stock | 2,289 | 0.00 | — | 2,289 | — | ↗ |
| 2019-08-19 | Smith Sandy A | Officer | F-InKind | D | Common Stock | 2,587 | 14.63 | 37.8K | 39,520 | — | ↗ |
| 2019-08-19 | Sergesketter Michael K. | Officer | F-InKind | D | Common Stock | 3,697 | 14.63 | 54.1K | 80,373 | — | ↗ |
| 2019-08-19 | Korn Steven T | Officer | F-InKind | D | Common Stock | 3,767 | 14.63 | 55.1K | 69,541 | — | ↗ |
| 2019-08-19 | Kasprzyk Janusz F | Officer | A-Award | A | Common Stock | 9,490 | 0.00 | — | 40,143 | — | ↗ |
| 2019-08-19 | KAHLE JOHN H | Officer | F-InKind | D | Common Stock | 4,786 | 14.63 | 70.0K | 204,335 | — | ↗ |
| 2019-08-19 | Hodell Mark D | Officer | A-Award | A | Common Stock | 6,916 | 0.00 | — | 28,565 | — | ↗ |
| 2019-08-19 | DeLorenzo Jessica L | Officer | F-InKind | D | Common Stock | 670 | 14.63 | 9.8K | 2,525 | — | ↗ |
| 2019-08-19 | Chang Roger | Officer | A-Award | A | Common Stock | 11,445 | 0.00 | — | 84,557 | — | ↗ |
| 2019-08-19 | Castillejos Desiree L. | Officer | A-Award | A | Common Stock | 2,595 | 0.00 | — | 2,595 | — | ↗ |
| 2019-08-19 | CHARRON DONALD D | Director / Officer | F-InKind | D | Common Stock | 21,568 | 14.63 | 315.5K | 331,049 | — | ↗ |
| 2018-11-16 | VUJOVICH CHRISTINE M | Director | A-Award | A | Phantom Stock units | 3,736 | 0.00 | — | 8,261 | — | ↗ |
| 2018-11-16 | TISCHHAUSER THOMAS J | Director | A-Award | A | Common Stock | 3,736 | 17.40 | 65.0K | 45,855 | — | ↗ |
| 2018-11-16 | THAXTON GREGORY A | Director | A-Award | A | Phantom Stock units | 3,735 | 0.00 | — | 7,148 | — | ↗ |
| 2018-11-16 | Repplier Colleen C | Director | A-Award | A | Phantom Stock units | 8,620 | 0.00 | — | 22,126 | — | ↗ |
| 2018-11-16 | PHILLIPPY ROBERT J | Director | A-Award | A | Phantom Stock units | 8,046 | 0.00 | — | 8,046 | — | ↗ |
| 2018-11-16 | Lampert Gregory J. | Director | A-Award | A | Phantom Stock units | 8,621 | 0.00 | — | 18,543 | — | ↗ |
| 2018-11-08 | PHILLIPPY ROBERT J | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-08-20 | Thyen Christopher J | Officer | A-Award | A | Common Stock | 14,590 | 0.00 | — | 84,023 | — | ↗ |
| 2018-08-20 | Thomson Kathy R | Officer | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-08-20 | Smith Sandy A | Officer | A-Award | A | Common Stock | 11,045 | 0.00 | — | 36,213 | — | ↗ |
| 2018-08-20 | Sergesketter Michael K. | Officer | F-InKind | D | Common Stock | 4,273 | 19.85 | 84.8K | 71,136 | — | ↗ |
| 2018-08-20 | Korn Steven T | Officer | F-InKind | D | Common Stock | 4,428 | 19.85 | 87.9K | 60,127 | — | ↗ |
| 2018-08-20 | Kasprzyk Janusz F | Officer | F-InKind | D | Common Stock | 3,618 | 20.05 | 72.5K | 30,616 | — | ↗ |
| 2018-08-20 | KAHLE JOHN H | Officer | A-Award | A | Common Stock | 26,802 | 0.00 | — | 200,035 | — | ↗ |
| 2018-08-20 | Hodell Mark D | Officer | A-Award | A | Common Stock | 7,446 | 0.00 | — | 23,777 | — | ↗ |
| 2018-08-20 | Dutchess Julia A | Officer | A-Award | A | Common Stock | 11,108 | 0.00 | — | 38,280 | — | ↗ |
| 2018-08-20 | DeLorenzo Jessica L | Officer | A-Award | A | Common Stock | 948 | 0.00 | — | 1,105 | — | ↗ |
| 2018-08-20 | Chang Roger | Officer | A-Award | A | Common Stock | 13,695 | 0.00 | — | 73,112 | — | ↗ |
| 2018-08-20 | CHARRON DONALD D | Director / Officer | A-Award | A | Common Stock | 74,351 | 0.00 | — | 314,625 | — | ↗ |
| 2018-08-13 | Castillejos Desiree L. | Officer | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-06-29 | DeLorenzo Jessica L | Officer | — | D | Common Stock | 0 | 0.00 | — | 157 | — | ↗ |
| 2017-11-17 | VUJOVICH CHRISTINE M | Director | A-Award | A | Phantom Stock units | 1,985 | 0.00 | — | 4,525 | — | ↗ |
| 2017-11-17 | TISCHHAUSER THOMAS J | Director | A-Award | A | Common Stock | 1,986 | 20.15 | 40.0K | 42,119 | — | ↗ |
| 2017-11-17 | THAXTON GREGORY A | Director | A-Award | A | Phantom Stock units | 1,985 | 0.00 | — | 3,413 | — | ↗ |
| 2017-11-17 | STRINGER GEOFFREY L | Director | A-Award | A | Common Stock | 5,708 | 20.15 | 115.0K | 66,127 | — | ↗ |
| 2017-11-17 | Repplier Colleen C | Director | A-Award | A | Phantom Stock units | 6,204 | 0.00 | — | 13,506 | — | ↗ |
| 2017-11-17 | Lampert Gregory J. | Director | A-Award | A | Phantom Stock units | 1,985 | 0.00 | — | 9,922 | — | ↗ |
| 2017-08-21 | Thyen Christopher J | Officer | F-InKind | D | Common Stock | 4,230 | 18.43 | 78.0K | 69,433 | — | ↗ |
| 2017-08-21 | Smith Sandy A | Officer | F-InKind | D | Common Stock | 2,976 | 18.43 | 54.8K | 25,168 | — | ↗ |
| 2017-08-21 | Sergesketter Michael K. | Officer | F-InKind | D | Common Stock | 4,288 | 18.43 | 79.0K | 60,461 | — | ↗ |
| 2017-08-21 | Korn Steven T | Officer | F-InKind | D | Common Stock | 4,448 | 18.43 | 82.0K | 49,062 | — | ↗ |
| 2017-08-21 | Kasprzyk Janusz F | Officer | F-InKind | D | Common Stock | 2,965 | 18.30 | 54.3K | 23,044 | — | ↗ |
| 2017-08-21 | KAHLE JOHN H | Officer | F-InKind | D | Common Stock | 10,552 | 18.43 | 194.5K | 173,233 | — | ↗ |
| 2017-08-21 | Hodell Mark D | Officer | F-InKind | D | Common Stock | 1,941 | 18.43 | 35.8K | 16,331 | — | ↗ |
| 2017-08-21 | Dutchess Julia A | Officer | F-InKind | D | Common Stock | 2,976 | 18.43 | 54.8K | 27,172 | — | ↗ |
| 2017-08-21 | Chang Roger | Officer | A-Award | A | Common Stock | 12,681 | 0.00 | — | 59,417 | — | ↗ |
| 2017-08-21 | CHARRON DONALD D | Director / Officer | F-InKind | D | Common Stock | 25,801 | 18.43 | 475.5K | 240,274 | — | ↗ |
| 2017-04-17 | THAXTON GREGORY A | Director | A-Award | A | Phantom Stock units | 1,428 | 0.00 | — | 1,428 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Richard D. Phillips Chief Executive Officer | 873.7K | — | 2.88M | — | 178.2K | 47.7K | 3.98M | 72.39% | ↗ |
| 2 | 2025 | Steven T. Korn Chief Operating Officer | 491.6K | — | 1.08M | — | 65.2K | 10.8K | 1.65M | 65.58% | ↗ |
| 3 | 2025 | Jana T. Croom Chief Financial Officer | 464.2K | — | 1.02M | — | 71.0K | 15.5K | 1.57M | 64.88% | ↗ |
| 4 | 2025 | Kathy R. Thomson Chief Commercial Officer | 403.9K | — | 675.7K | — | 41.2K | 12.1K | 1.13M | 59.64% | ↗ |
| 5 | 2025 | Douglas A. Hass Chief Legal & Administrative Officer, Secretary | 368.4K | — | 508.8K | — | 37.6K | 13.1K | 927.8K | 54.84% | ↗ |
| 6 | 2024 | Richard D. Phillips Chief Executive Officer | 850.0K | — | 2.73M | — | 943.5K | 26.2K | 4.55M | 60.05% | ↗ |
| 7 | 2024 | Steven T. Korn Chief Operating Officer | 475.0K | — | 2.26M | — | 213.8K | 26.3K | 2.98M | 76.00% | ↗ |
| 8 | 2024 | Jana T. Croom Chief Financial Officer | 450.0K | — | 774.0K | — | 202.5K | 32.9K | 1.46M | 53.04% | ↗ |
| 9 | 2024 | Kathy R. Thomson Chief Commercial Officer | 385.0K | — | 370.3K | — | 173.3K | 17.7K | 946.2K | 39.13% | ↗ |
| 10 | 2024 | Douglas A. Hass Chief Legal & Compliance Officer, Secretary | 340.0K | — | 326.8K | — | 153.0K | 18.3K | 838.1K | 39.00% | ↗ |
| 11 | 2024 | Douglas A. Hass Chief Legal & Administrative Officer, Secretary | 340.0K | — | 326.8K | — | 153.0K | 18.3K | 838.1K | 39.00% | ↗ |
| 12 | 2023 | Richard D. Phillips Chief Executive Officer | 271.3K | — | 3.66M | — | 339.2K | 27.8K | 4.29M | 85.13% | ↗ |
| 13 | 2023 | Donald D. Charron Former Chairman of the Board and Chief Executive Officer | 538.4K | — | — | — | — | 837.0K | 1.38M | 0.00% | ↗ |
| 14 | 2023 | Steven T. Korn Chief Operating Officer | 471.2K | — | 593.8K | — | 268.6K | 34.4K | 1.37M | 43.41% | ↗ |
| 15 | 2023 | Jana T. Croom Chief Financial Officer | 414.2K | — | 559.0K | — | 236.1K | 26.8K | 1.24M | 45.22% | ↗ |
| 16 | 2023 | Christopher J. Thyen Vice President, New Platforms | 347.5K | — | 309.5K | — | 184.2K | 24.9K | 866.2K | 35.73% | ↗ |
| 17 | 2023 | Kathy R. Thomson Chief Commercial Officer | 310.5K | — | 301.4K | — | 177.0K | 21.3K | 810.3K | 37.20% | ↗ |
| 18 | 2022 | Donald D. Charron Former Chairman of the Board and Chief Executive Officer | 723.5K | — | 2.81M | — | 318.3K | 55.4K | 3.91M | 71.91% | ↗ |
| 19 | 2022 | Donald D. Charron Chairman of the Board and Chief Executive Officer | 723.5K | — | 1.77M | — | 318.3K | 55.4K | 2.87M | 61.80% | ↗ |
| 20 | 2022 | Steven T. Korn Chief Operating Officer | 419.2K | — | 783.0K | — | 142.5K | 28.6K | 1.37M | 57.01% | ↗ |
| 21 | 2022 | Jana T. Croom Chief Financial Officer | 366.7K | — | 551.9K | — | 124.7K | 75.6K | 1.12M | 49.33% | ↗ |
| 22 | 2022 | John H. Kahle Former Vice President, General Counsel, Chief Compliance Officer, Secretary | 221.9K | — | 173.4K | — | — | 640.4K | 1.04M | 16.75% | ↗ |
| 23 | 2022 | Steven T. Korn President, Global EMS Operations | 419.2K | — | 437.3K | — | 142.5K | 28.6K | 1.03M | 42.55% | ↗ |
| 24 | 2022 | Christopher J. Thyen Vice President, New Platforms | 325.4K | — | 391.2K | — | 110.6K | 24.3K | 851.5K | 45.94% | ↗ |
| 25 | 2022 | Kathy R. Thomson Chief Commercial Officer | 272.5K | — | 367.1K | — | 92.7K | 21.1K | 753.5K | 48.72% | ↗ |
| 26 | 2022 | Kathy R. Thomson Vice President, Global Business Development and Design Services | 272.5K | — | 224.5K | — | 92.7K | 21.1K | 610.8K | 36.75% | ↗ |
| 27 | 2021 | Donald D. Charron Former Chairman of the Board and Chief Executive Officer | 709.8K | — | 1.44M | — | 546.5K | 39.9K | 2.74M | 52.69% | ↗ |
| 28 | 2021 | Donald D. Charron Chairman of the Board and Chief Executive Officer | 709.8K | — | 983.4K | — | 546.5K | 39.9K | 2.28M | 43.14% | ↗ |
| 29 | 2021 | Steven T. Korn Chief Operating Officer | 373.0K | — | 365.6K | — | 249.9K | 25.9K | 1.01M | 36.04% | ↗ |
| 30 | 2021 | Steven T. Korn President, Global EMS Operations | 373.0K | — | 223.9K | — | 249.9K | 25.9K | 872.7K | 25.65% | ↗ |
| 31 | 2021 | John H. Kahle Former Vice President, General Counsel, Chief Compliance Officer, Secretary | 397.8K | — | 138.4K | — | 266.5K | 56.0K | 858.7K | 16.12% | ↗ |
| 32 | 2021 | John H. Kahle Vice President, General Counsel, Chief Compliance Officer, Secretary | 397.8K | — | 138.4K | — | 266.5K | 56.0K | 858.7K | 16.12% | ↗ |
| 33 | 2021 | Michael K. Sergesketter Former Vice President, Chief Financial Officer | 331.6K | — | 171.1K | — | 222.1K | 46.6K | 771.4K | 22.18% | ↗ |
| 34 | 2021 | Christopher J. Thyen Vice President, New Platforms | 309.5K | — | 194.9K | — | 207.4K | 56.6K | 768.4K | 25.36% | ↗ |
| 35 | 2020 | Donald D. Charron Chairman of the Board and Chief Executive Officer | 709.8K | — | 766.8K | — | 283.9K | 30.6K | 1.79M | 42.81% | ↗ |
| 36 | 2020 | John H. Kahle Vice President, General Counsel, Chief Compliance Officer, Secretary | 397.8K | — | 128.5K | — | 119.3K | 39.7K | 685.3K | 18.75% | ↗ |
| 37 | 2020 | John H. Kahle Former Vice President, General Counsel, Chief Compliance Officer, Secretary | 397.8K | — | 128.5K | — | 119.3K | 39.7K | 685.3K | 18.75% | ↗ |
| 38 | 2020 | Michael K. Sergesketter Former Vice President, Chief Financial Officer | 322.3K | — | 153.9K | — | 96.7K | 24.9K | 597.8K | 25.75% | ↗ |
| 39 | 2020 | Michael K. Sergesketter Vice President, Chief Financial Officer | 322.3K | — | 153.9K | — | 96.7K | 24.9K | 597.8K | 25.75% | ↗ |
| 40 | 2020 | Steven T. Korn President, Global EMS Operations | 323.2K | — | 155.0K | — | 97.0K | 19.1K | 594.3K | 26.09% | ↗ |
| 41 | 2020 | Steven T. Korn Vice President, North American Operations | 323.2K | — | 155.0K | — | 97.0K | 19.1K | 594.3K | 26.09% | ↗ |
| 42 | 2020 | Christopher J. Thyen Vice President, New Platforms | 302.3K | — | 145.0K | — | 90.7K | 28.7K | 566.7K | 25.59% | ↗ |
| 43 | 2019 | Donald D. Charron Chairman of the Board and Chief Executive Officer | 695.8K | — | 1.32M | — | 292.2K | 33.1K | 2.34M | 56.33% | ↗ |
| 44 | 2019 | John H. Kahle Vice President, General Counsel, Chief Compliance Officer, Secretary | 397.8K | — | 335.8K | — | 167.1K | 45.3K | 945.9K | 35.50% | ↗ |
| 45 | 2019 | Michael K. Sergesketter Former Vice President, Chief Financial Officer | 314.7K | — | 259.3K | — | 132.2K | 41.3K | 747.5K | 34.69% | ↗ |
| 46 | 2019 | Michael K. Sergesketter Vice President, Chief Financial Officer | 314.7K | — | 259.3K | — | 132.2K | 41.3K | 747.5K | 34.69% | ↗ |
| 47 | 2019 | Steven T. Korn Vice President, North American Operations | 316.8K | — | 264.3K | — | 133.1K | 26.3K | 740.4K | 35.69% | ↗ |
| 48 | 2019 | Steven T. Korn President, Global EMS Operations | 316.8K | — | 264.3K | — | 133.1K | 26.3K | 740.4K | 35.69% | ↗ |
| 49 | 2019 | Christopher J. Thyen Vice President, New Platforms | 296.3K | — | 247.6K | — | 124.5K | 32.6K | 701.0K | 35.32% | ↗ |
| 50 | 2018 | Donald D. Charron Chairman of the Board and Chief Executive Officer | 678.8K | — | 1.36M | — | 461.6K | 40.4K | 2.54M | 53.54% | ↗ |
| 51 | 2018 | John H. Kahle Vice President, General Counsel, Chief Compliance Officer, Secretary | 397.8K | — | 490.5K | — | 270.5K | 46.7K | 1.21M | 40.69% | ↗ |
| 52 | 2018 | Steven T. Korn Vice President, North American Operations | 309.2K | — | 283.5K | — | 210.3K | 16.4K | 819.5K | 34.60% | ↗ |
| 53 | 2018 | Michael K. Sergesketter Vice President, Chief Financial Officer | 305.7K | — | 273.5K | — | 207.9K | 31.3K | 818.4K | 33.42% | ↗ |
| 54 | 2018 | Christopher J. Thyen Vice President, New Platforms | 289.2K | — | 267.0K | — | 196.7K | 24.7K | 777.6K | 34.34% | ↗ |
| 55 | 2017 | Donald D. Charron Chairman of the Board and Chief Executive Officer | 662.3K | — | — | — | 443.7K | 40.4K | 1.15M | 0.00% | ↗ |
| 56 | 2017 | John H. Kahle Vice President, General Counsel, Chief Compliance Officer, Secretary | 397.8K | — | — | — | 266.5K | 41.8K | 706.1K | 0.00% | ↗ |
| 57 | 2017 | Steven T. Korn Vice President, North American Operations | 301.1K | — | — | — | 201.7K | 15.3K | 518.1K | 0.00% | ↗ |
| 58 | 2017 | Michael K. Sergesketter Vice President, Chief Financial Officer | 292.1K | — | — | — | 195.7K | 22.7K | 510.5K | 0.00% | ↗ |
| 59 | 2017 | Christopher J. Thyen Vice President, New Platforms | 278.8K | — | — | — | 186.8K | 31.3K | 496.8K | 0.00% | ↗ |
| 60 | 2017 | Christopher J. Thyen Vice President, Business Development | 278.8K | — | — | — | 186.8K | 31.3K | 496.8K | 0.00% | ↗ |
| 61 | 2016 | Donald D. Charron Chairman of the Board and Chief Executive Officer | 646.0K | — | 811.5K | — | 400.5K | 35.1K | 1.89M | 42.86% | ↗ |
| 62 | 2016 | John H. Kahle Vice President, General Counsel, Chief Compliance Officer, Secretary | 397.8K | — | 403.3K | — | 246.6K | 27.7K | 1.08M | 37.50% | ↗ |
| 63 | 2016 | Steven T. Korn Vice President, North American Operations | 290.3K | — | 170.0K | — | 180.0K | 14.3K | 654.6K | 25.97% | ↗ |
| 64 | 2016 | Michael K. Sergesketter Vice President, Chief Financial Officer | 267.8K | — | 163.9K | — | 166.1K | 23.5K | 621.2K | 26.38% | ↗ |
| 65 | 2016 | Christopher J. Thyen Vice President, New Platforms | 267.8K | — | 161.7K | — | 166.0K | 19.0K | 614.5K | 26.31% | ↗ |
| 66 | 2016 | Christopher J. Thyen Vice President, Business Development | 267.8K | — | 161.7K | — | 166.0K | 19.0K | 614.5K | 26.31% | ↗ |
| 67 | 2015 | Donald D. Charron Chairman of the Board and Chief Executive Officer | 612.4K | — | 741.4K | — | 496.0K | 35.5K | 1.89M | 39.32% | ↗ |
| 68 | 2015 | John H. Kahle Vice President, General Counsel, Chief Compliance Officer, Secretary | 397.8K | — | 564.3K | — | 312.1K | 31.6K | 1.31M | 43.21% | ↗ |
| 69 | 2015 | Steven T. Korn Vice President, North American Operations | 281.7K | — | 188.2K | — | 228.2K | 16.4K | 714.4K | 26.35% | ↗ |
| 70 | 2015 | Michael K. Sergesketter Vice President, Chief Financial Officer | 253.1K | — | 174.7K | — | 205.0K | 38.3K | 671.1K | 26.03% | ↗ |
| 71 | 2015 | Christopher J. Thyen Vice President, Business Development | 257.8K | — | 176.8K | — | 208.8K | 23.0K | 666.4K | 26.53% | ↗ |
| 72 | 2014 | Donald D. Charron Chairman of the Board and Chief Executive Officer | 603.2K | — | 786.8K | — | 548.9K | 32.9K | 1.97M | 39.90% | ↗ |
| 73 | 2014 | John H. Kahle Vice President, General Counsel, Chief Compliance Officer, Secretary | 397.8K | — | 803.2K | — | 338.1K | 27.5K | 1.57M | 51.27% | ↗ |
| 74 | 2014 | Steven T. Korn Vice President, North American Operations | 271.5K | — | 172.2K | — | 247.0K | 14.0K | 704.7K | 24.43% | ↗ |
| 75 | 2014 | Michael K. Sergesketter Vice President, Chief Financial Officer | 242.8K | — | 172.2K | — | 220.9K | 33.1K | 668.9K | 25.74% | ↗ |
| 76 | 2014 | Christopher J. Thyen Vice President, Business Development | 240.9K | — | 172.2K | — | 219.2K | 14.7K | 647.0K | 26.61% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Richard D. Phillips | Chief Executive Officer & Director | 1M | male |
| Steven T. Korn | Chief Operating Officer | 567.5K | male |
| Jana T. Croom | Chief Financial Officer | 550.7K | female |
| Kathy R. Thomson | Chief Commercial Officer | 457.3K | female |
| Douglas A. Hass | Chief Legal & Administrative Officer and Secretary | 419.1K | male |
| Jessica L. DeLorenzo | Chief Human Resources Officer | — | female |
| Andrew D. Regrut | VP of Investor Relations & Strategic Development and Treasurer | — | male |
| Adam Baumann | Chief Accounting Officer | — | male |
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Community Opinion for KE
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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