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Kimball Electronics, Inc. (KE)

USD24.95 -0.20 (-0.80%)
US NASDAQ Industrials Electrical Equipment & Parts
Address 1205 Kimball Boulevard 47546
Jasper, IN, US
CEO Richard D. Phillips
IPO 2014-11-03
CIK 1606757 ISIN US49428J1097

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Description

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.

News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD24.95 -0.20 (-0.80%)
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Volume Profile
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Liquidity & share structure
Average Volume
166.5K
Beta
1.22
Float Shares
23.75M
Free Float %
97.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.98% +0.56% -2.47% +5.99% -14.09% -9.06% +35.80% +13.86% +16.21% +138.45% +250.42%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (5 ratings, all time) Buy
Price Targets & DCF
Current price
24.95
Low 20.00 -19.8%
Consensus 26.00 +4.2%
Median 26.00 +4.2%
High 32.00 +28.3%
DCF (Levered) 0.55 -97.8%

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

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 3 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
32.00
+28.3%
All Time 5
25.40
+1.8%
Quality scores
Altman Z-Score
3.02
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
3 / 10
No MOAT
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
2 / 5
Medium
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • 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)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.25) × ERP
WACC = 81% × Ke + 19% × Kd (10.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 24.95
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric 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
Historical Ratings (3M)
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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
84.19M
OE per share TTM
3.39
Owner's Yield
13.60%
Maintenance CapEx ratio
55.48%
Maint CapEx / Avg PPE
14.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
36
Total invested
30.89M
Insider transactions (90d)
0
Beneficial owners (>5%)
4
Beneficial owners (>5%)
# 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)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
36
-150 vs prev Q
New positions
1
Closed positions
151
Increased
12
Reduced
8
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 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
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 89 ETFs in our universe
# 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

Insider Activity — Latest Quarter
Ratio by transactions
0.50
Neutral
Ratio by volume
0.70
Neutral
Buys
1
Sells
2
Shares acquired
7.7K
Shares disposed
11.0K
Cash buys
Cash sales
Net activity
-3,296
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-01-04 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

Top executives
EBIT / Employee
5.9K
Shares Outstanding
24.34M

Executive compensation

Executive compensation (annual)
# 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%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-09-25 DEFA14A
2025-09-25 DEF 14A
2024-09-26 DEFA14A
2024-09-26 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-04-30 SC 13G
2026-03-27 SC 13G/A
2026-03-19 8-K
2026-02-10 SC 13G/A
2026-02-05 10-Q
2026-02-04 8-K
2026-01-08 8-K
2026-01-06 4
2025-11-19 3

Executive team

NameTitleCompensationGender
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
ESG Rating
B
ELECTRICAL EQUIPMENT & PARTS
2024
E (Environmental)
64.4 / 67.7
Company / Sector avg.
S (Social)
62.6 / 63.2
Company / Sector avg.
G (Governance)
66.2 / 64.3
Company / Sector avg.
ESG Total
64.4 / 65.0
Company / Sector avg.
ESG Score History ELECTRICAL EQUIPMENT & PARTS
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits