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Limbach Holdings, Inc. (LMB)

USD74.05 +0.91 (+1.25%)
US NASDAQ Basic Materials Construction Materials
Address 5102 W Laurel St 33607
Tampa, FL, US
CEO Michael McCann
IPO 2014-08-08
CIK 1606163 ISIN US53263P1057

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Description

Limbach Holdings, Inc. operates as a building systems solution company in the United States. The company operates through two segments, Owner Direct Relationships and General Contractor Relationships. It engages in the construction or renovation projects that involve primarily include mechanical, electrical, plumbing, and controls services (MEPC). It also provides professional and consultative services; inspection, troubleshooting, repair, and services; system and/or facility assessments; turnkey rental equipment solutions; MEPC infrastructure solutions; and customized solutions. The company serves research, acute care, and inpatient hospitals; public and private colleges, universities, research centers; entertainment facilities, and amusement rides and parks; data centers; automotive, energy and general manufacturing plants; and life sciences, including organizations and companies, whose work is centered around research and development focused on living things. Limbach Holdings, Inc. was founded in 1901 and is headquartered in Tampa, Florida.

News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
Mr. Bacon TFSCU 2016-04-15 View
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
USD74.05 +0.91 (+1.25%)
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Volume Profile
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Liquidity & share structure
Average Volume
289.0K
Beta
1.42
Float Shares
10.89M
Free Float %
93.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-4.77% -4.36% -15.58% -17.95% +0.17% -7.10% -40.80% +253.82% +575.89% +631.24% +665.29%
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 (7 ratings, all time) Buy
Price Targets & DCF
Current price
74.05
Low 104.00 +40.4%
Consensus 104.00 +40.4%
Median 104.00 +40.4%
High 104.00 +40.4%
DCF (Unlevered) 31.70 -57.2%
DCF (Levered) 40.07 -45.9%

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) 80% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 3 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 2
125.00
+68.8%
All Time 3
117.67
+58.9%
Quality scores
Altman Z-Score
5.71
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Construction Materials: +2.8%
    +24.7% Q1'26: +4.3% (vs Q1'25)
  • EPS growth Construction Materials: +14.1%
    +56.4% Q1'26: -57.6% (vs Q1'25)
  • FCF margin FCF growth · Construction Materials: +32.9%
    +5.7% Q1'26: -5.9% (vs Q1'25)
  • EBIT margin Construction Materials: +9.5%
    +8.0% Q1'26: +0.7% (vs Q1'25)
  • ROIC Construction Materials: +5.1%
    +21.6% Q1'26: +1.5% (vs Q1'25)
  • Share dilution Construction Materials: +0.0%
    +0.7% Q1'26: +0.1% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Construction Materials: 0.56×
    0.80× Q1'26: 3.54× (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 (1.53) × ERP
WACC = 94% × Ke + 6% × Kd (5.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 31.47 Current price: 74.05
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 Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
4 Rev. Ana.
4 EPS Ana.
Dec 2027
4 Rev. Ana.
4 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
446.99M
est: 410.28M (+8.9%)
485.74M
est: 472.32M (+2.8%)
546.53M
est: 535.64M (+2.0%)
553.33M
est: 571.47M (-3.2%)
568.21M
est: 573.41M (-0.9%)
490.35M
est: 492.10M (-0.4%)
496.78M
est: 507.30M (-2.1%)
516.35M
est: 511.67M (+0.9%)
518.78M
est: 524.48M (-1.1%)
646.80M
est: 657.49M (-1.6%)
743.31M
732.44M – 751.01M
+13.1% YoY
786.14M
767.12M – 812.00M
+5.8% YoY
841.20M
825.61M – 860.26M
+7.0% YoY
EBITDA
13.65M
est: 24.04M (-43.2%)
15.26M
est: 27.68M (-44.9%)
6.75M
est: 31.39M (-78.5%)
14.35M
est: 33.49M (-57.1%)
21.79M
est: 33.60M (-35.2%)
17.99M
est: 28.84M (-37.6%)
19.91M
est: 29.73M (-33.0%)
38.39M
est: 37.12M (+3.4%)
53.72M
est: 38.05M (+41.2%)
69.90M
est: 47.70M (+46.5%)
53.93M
53.14M – 54.48M
+13.1% YoY
57.03M
55.65M – 58.91M
+5.8% YoY
61.03M
59.90M – 62.41M
+7.0% YoY
EBIT
4.57M
est: 17.62M (-74.1%)
6.02M
est: 20.28M (-70.3%)
1.07M
est: 23.00M (-95.3%)
8.07M
est: 24.54M (-67.1%)
15.62M
est: 24.63M (-36.6%)
12.05M
est: 21.13M (-43.0%)
11.75M
est: 21.79M (-46.1%)
30.15M
est: 27.35M (+10.2%)
41.84M
est: 28.04M (+49.2%)
51.76M
est: 35.15M (+47.3%)
39.73M
39.15M – 40.14M
+13.1% YoY
42.02M
41.01M – 43.41M
+5.8% YoY
44.97M
44.13M – 45.98M
+7.0% YoY
Net Income
1.87M
est: 5.89M (-68.3%)
712.0K
est: 1.84M (-61.4%)
-1.85M
est: -10.22M (+82.0%)
-1.78M
est: -4.09M (+56.6%)
5.81M
est: 9.02M (-35.6%)
6.71M
est: 8.34M (-19.5%)
6.80M
est: 8.86M (-23.3%)
20.75M
est: 28.42M (-27.0%)
30.88M
est: 30.85M (+0.1%)
48.63M
est: 50.07M (-2.9%)
60.33M
55.36M – 65.29M
+20.5% YoY
61.97M
55.59M – 68.35M
+2.7% YoY
63.90M
61.80M – 65.19M
+3.1% YoY
SGA
46.24M
est: 63.27M (-26.9%)
56.02M
est: 72.83M (-23.1%)
57.09M
est: 82.60M (-30.9%)
63.17M
est: 88.12M (-28.3%)
63.60M
est: 88.42M (-28.1%)
71.44M
est: 75.88M (-5.9%)
77.88M
est: 78.23M (-0.4%)
87.40M
est: 84.77M (+3.1%)
97.20M
est: 86.90M (+11.9%)
109.52M
est: 108.93M (+0.5%)
123.15M
121.35M – 124.43M
+13.1% YoY
130.25M
127.10M – 134.53M
+5.8% YoY
139.37M
136.79M – 142.53M
+7.0% YoY
EPS
0.25
est: 0.49 (-49.0%)
-0.13
est: 0.15 (-184.8%)
-0.24
est: -0.85 (+71.8%)
-0.23
est: -0.34 (+32.4%)
0.74
est: 0.75 (-1.3%)
0.67
est: 0.69 (-3.4%)
0.65
est: 0.74 (-12.2%)
1.93
est: 2.34 (-17.6%)
2.75
est: 2.55 (+7.7%)
4.18
est: 4.16 (+0.4%)
4.98
4.57 – 5.39
+19.7% YoY
5.09
4.59 – 5.64
+2.2% YoY
5.23
5.10 – 5.38
+2.7% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B+ 3/5 3/5 5/5 5/5 2/5 2/5 2/5
2026-05-08 B+ 3/5 3/5 5/5 5/5 2/5 2/5 2/5
2026-05-07 B+ 3/5 3/5 5/5 5/5 2/5 2/5 2/5
2026-05-06 B+ 3/5 3/5 5/5 5/5 2/5 2/5 2/5
2026-05-05 B+ 3/5 3/5 5/5 5/5 2/5 2/5 2/5
2026-05-04 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-05-01 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-04-30 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-04-29 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-04-28 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-04-27 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-04-24 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-04-23 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-04-22 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-04-21 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-04-20 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-04-17 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-04-16 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-04-15 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
43.59M
OE per share TTM
3.60
Owner's Yield
5.13%
Maintenance CapEx ratio
1.60%
Maint CapEx / Avg PPE
8.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
32
Total invested
84.78M
Insider transactions (90d)
2
Beneficial owners (>5%)
19
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Barbara Pratt 1.54M 20.00% 1.54M 11.00 IN 2020-04-01
2 Brian Pratt 1.54M 20.00% 1.54M 10.00 IN UNITED STATES OF AMERICA 2020-04-01
3 52-2343049 1.06M 10.18% 1.06M 1.06M IA New York 2022-04-06
4 Polar Asset Management Partners Inc. 1.01M 9.80% 1.01M 1.01M IA Citizenship or Place of Organization 2022-02-09
5 Jonathan W. Old, III 730.3K 9.20% 330.3K 400.0K 330.3K 400.0K IN United States 2020-11-20
6 (1) BlackRock, Inc. 669.2K 6.10% 658.1K 669.2K HC Delaware 2024-01-29
7 JUSTYN R. PUTNAM 595.8K 7.60% 595.8K 595.8K IN United States of America 2020-03-13
8 TALANTA FUND, L.P. 595.8K 7.60% 595.8K 595.8K OO 2020-03-13
9 TALANTA INVESTMENT GROUP, LLC 595.8K 7.60% 595.8K 595.8K OO Delaware 2020-03-13
10 30-0447847 559.2K 5.10% 546.7K 559.2K IA Delaware 2024-02-09
11 Charles A. Bacon III 551.0K 7.00% 551.0K 551.0K 10.00 IN United States 2019-12-23
12 Adirondack Retirement Specialists, Inc. 495.0K 6.20% 495.0K 495.0K IA New York 2021-01-26
13 Long Meadow Holdings, L.P. 400.0K 5.00% 400.0K 400.0K PN United States 2020-11-20
14 Long Meadow Investors, LLC 400.0K 5.00% 400.0K 400.0K HC, CO United States 2020-11-20
15 Michael J. Moss 400.0K 5.00% 400.0K 400.0K IN United States 2020-11-20
16 Division of Investment, Department of the Treasury, State of New Jersey 378.9K 4.93% 378.9K 378.9K OO U.S.A. 2019-12-17
17 13-3127734 314.7K 3.05% 254.0K 314.7K HC Delaware 2022-02-10
18 26-0385758 314.7K 3.05% 254.0K 314.7K IA Delaware 2022-02-10
19 Sean Berger 0.00% HC New York 2021-12-27

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
32
-156 vs prev Q
New positions
6
Closed positions
157
Increased
14
Reduced
4
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 27.4K +27.4K (+100.0%) 2.13B +2.1B (+100.0%) 0.24% +0.236 pp 0.72% +0.715 pp USD77.85 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 1.08M +97.4K (+9.9%) 83.94M -11.3M (-11.9%) 9.27% +0.837 pp 0.00% 0.000 pp USD77.23 +0.8% 6 qtrs
3 WASATCH ADVISORS LP 997.4K +273.8K (+37.8%) 77.65M +7.4M (+10.5%) 8.58% +2.354 pp 0.46% +0.083 pp USD86.15 -9.6% 7 qtrs
4 THRIVENT FINANCIAL FOR LUTHERANS 790.6K +55.5K (+7.6%) 61.55M -9.8M (-13.8%) 6.80% +0.476 pp 0.11% -0.031 pp USD90.10 -13.6% 7 qtrs
5 CAPITAL INTERNATIONAL INVESTORS 645.3K +— (+0.0%) 50.24M -12.4M (-19.8%) 5.55% -0.001 pp 0.01% -0.002 pp USD120.76 -35.5% 4 qtrs
6 VANGUARD GROUP INC 619.2K -6.8K (-1.1%) 48.20M -12.6M (-20.7%) 5.33% -0.060 pp 0.00% 0.000 pp USD22.77 +241.9% 33 qtrs
7 FMR LLC 605.1K -27.7K (-4.4%) 47.11M -14.3M (-23.3%) 5.20% -0.239 pp 0.00% -0.001 pp USD95.99 -18.9% 10 qtrs
8 FIRST TRUST ADVISORS LP 442.2K +117.0K (+36.0%) 34.42M +2.8M (+9.0%) 3.80% +1.006 pp 0.03% +0.002 pp USD119.32 -34.8% 10 qtrs
9 ROYCE & ASSOCIATES LP 335.7K +153.0K (+83.7%) 26.13M +8.4M (+47.3%) 2.89% +1.315 pp 0.27% +0.088 pp USD56.72 +37.3% 20 qtrs
10 NEUMEIER POMA INVESTMENT COUNSEL LLC 318.2K +191.7K (+151.5%) 24.77M +12.5M (+101.6%) 2.74% +1.649 pp 2.05% +1.042 pp USD64.75 +20.2% 8 qtrs
11 CORSAIR CAPITAL MANAGEMENT, L.P. 311.3K +5.0 (+0.0%) 24.24M -6.0M (-19.8%) 2.68% 0.000 pp 3.76% -1.232 pp USD48.25 +61.3% 8 qtrs
12 GEODE CAPITAL MANAGEMENT, LLC 270.9K -1.4K (-0.5%) 21.10M -5.4M (-20.3%) 2.33% -0.013 pp 0.00% 0.000 pp USD35.88 +117.0% 27 qtrs
13 DIMENSIONAL FUND ADVISORS LP 261.7K -18.2K (-6.5%) 20.37M -6.8M (-25.1%) 2.25% -0.157 pp 0.00% -0.002 pp USD15.09 +415.9% 34 qtrs
14 STATE STREET CORP 233.5K -1.0K (-0.4%) 18.18M -4.6M (-20.2%) 2.01% -0.009 pp 0.00% 0.000 pp USD36.41 +113.8% 18 qtrs
15 MORGAN STANLEY 216.5K +18.7K (+9.4%) 16.86M -2.4M (-12.3%) 1.86% +0.160 pp 0.00% 0.000 pp USD86.14 -9.6% 13 qtrs
16 ROCKEFELLER CAPITAL MANAGEMENT L.P. 205.5K -56.5K (-21.6%) 16.00M -9.4M (-37.1%) 1.77% -0.486 pp 0.03% -0.021 pp USD79.08 -1.6% 6 qtrs
17 SEGALL BRYANT & HAMILL, LLC 177.1K +74.2K (+72.1%) 13.79M +3.8M (+38.0%) 1.52% +0.638 pp 0.19% +0.054 pp USD69.75 +11.6% 7 qtrs
18 BESSEMER GROUP INC 163.5K -7.6K (-4.4%) 12.73M -3.9M (-23.4%) 1.41% -0.065 pp 0.02% -0.006 pp USD82.08 -5.2% 4 qtrs
19 CLEARBRIDGE INVESTMENTS, LLC 133.3K -2.3K (-1.7%) 10.38M -2.8M (-21.2%) 1.15% -0.020 pp 0.01% -0.002 pp USD113.10 -31.2% 3 qtrs
20 RENAISSANCE TECHNOLOGIES LLC 127.3K -68.7K (-35.1%) 9.91M -9.1M (-47.9%) 1.09% -0.591 pp 0.02% -0.010 pp USD19.75 +294.2% 27 qtrs
21 NORTHERN TRUST CORP 124.7K -13.4K (-9.7%) 9.71M -3.7M (-27.6%) 1.07% -0.115 pp 0.00% -0.001 pp USD52.11 +49.4% 20 qtrs
22 GOLDMAN SACHS GROUP INC 123.6K -39.4K (-24.2%) 9.63M -6.2M (-39.2%) 1.06% -0.339 pp 0.00% -0.001 pp USD62.27 +25.0% 11 qtrs
23 MAKAIRA PARTNERS LLC 102.2K +50.0K (+95.7%) 7.96M +2.9M (+56.9%) 0.88% +0.430 pp 6.22% +3.618 pp USD109.66 -29.0% 3 qtrs
24 GRANITE INVESTMENT PARTNERS, LLC 91.7K -6.1K (-6.2%) 7.14M -2.4M (-24.8%) 0.79% -0.052 pp 0.42% -0.116 pp USD74.47 +4.5% 4 qtrs
25 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 88.8K -1.4K (-1.5%) 6.91M -1.8M (-21.1%) 0.76% -0.012 pp 0.00% 0.000 pp USD64.12 +21.4% 11 qtrs
26 POLAR ASSET MANAGEMENT PARTNERS INC. 86.8K +86.8K (+100.0%) 6.76M +6.8M (+100.0%) 0.75% +0.747 pp 0.09% +0.086 pp USD77.85 +0.0% 1 qtrs NEW
27 LOOMIS SAYLES & CO L P 77.4K +374.0 (+0.5%) 6.02M -1.5M (-19.5%) 0.67% +0.003 pp 0.01% -0.002 pp USD55.16 +41.1% 7 qtrs
28 RENAISSANCE GROUP LLC 66.4K +66.4K (+100.0%) 5.17M +5.2M (+100.0%) 0.57% +0.571 pp 0.21% +0.208 pp USD77.85 +0.0% 1 qtrs NEW
29 SQUAREPOINT OPS LLC 61.1K +50.1K (+458.3%) 4.75M +3.7M (+347.5%) 0.53% +0.431 pp 0.01% +0.004 pp USD77.83 +0.0% 21 qtrs
30 UBS GROUP AG 60.9K +11.6K (+23.7%) 4.74M -42.2K (-0.9%) 0.52% +0.100 pp 0.00% +0.000 pp USD82.51 -5.6% 19 qtrs
31 ENVESTNET ASSET MANAGEMENT INC 59.8K +7.2K (+13.7%) 4.65M -451.6K (-8.8%) 0.51% +0.062 pp 0.00% 0.000 pp USD77.65 +0.3% 9 qtrs
32 CITADEL ADVISORS LLC 58.3K +18.1K (+45.0%) 4.54M +634.8K (+16.3%) 0.50% +0.156 pp 0.00% +0.000 pp USD94.09 -17.3% 13 qtrs
33 SILVERCREST ASSET MANAGEMENT GROUP LLC 55.1K +— (+0.0%) 4.29M -1.1M (-19.8%) 0.47% 0.000 pp 0.03% -0.006 pp USD85.54 -9.0% 5 qtrs
34 MILLENNIUM MANAGEMENT LLC 49.8K +4.5K (+9.8%) 3.87M -526.2K (-12.0%) 0.43% +0.038 pp 0.00% 0.000 pp USD95.39 -18.4% 17 qtrs
35 JANE STREET GROUP, LLC 48.0K +20.2K (+72.3%) 3.74M +1.0M (+38.1%) 0.41% +0.173 pp 0.00% +0.000 pp USD89.03 -12.6% 13 qtrs
36 WELLS FARGO & COMPANY/MN 47.9K +29.2K (+155.8%) 3.73M +1.9M (+105.1%) 0.41% +0.251 pp 0.00% +0.000 pp USD80.96 -3.8% 27 qtrs
37 RANGER INVESTMENT MANAGEMENT, L.P. 43.6K -3.2K (-6.8%) 3.40M -1.2M (-25.3%) 0.38% -0.028 pp 0.23% -0.084 pp USD74.47 +4.5% 4 qtrs
38 RUSSELL INVESTMENTS GROUP, LTD. 42.2K +8.7K (+26.1%) 3.28M +34.2K (+1.1%) 0.36% +0.075 pp 0.00% 0.000 pp USD61.80 +26.0% 11 qtrs
39 ACADIAN ASSET MANAGEMENT LLC 41.9K -34.8K (-45.4%) 3.26M -4.2M (-56.2%) 0.36% -0.300 pp 0.01% -0.008 pp USD32.95 +136.3% 13 qtrs
40 ISTHMUS PARTNERS, LLC 40.6K +6.0K (+17.5%) 3.16M -195.4K (-5.8%) 0.35% +0.052 pp 0.35% -0.394 pp USD76.20 +2.2% 6 qtrs
41 F/M INVESTMENTS LLC 40.2K -1.1K (-2.6%) 3.13M -878.5K (-21.9%) 0.35% -0.009 pp 0.12% -0.036 pp USD84.33 -7.7% 5 qtrs
42 NEXT CENTURY GROWTH INVESTORS LLC 38.4K -117.0K (-75.3%) 2.99M -12.1M (-80.2%) 0.33% -1.007 pp 0.21% -0.893 pp USD83.95 -7.3% 5 qtrs
43 BANK OF NEW YORK MELLON CORP 36.5K +3.9K (+11.9%) 2.84M -326.0K (-10.3%) 0.31% +0.033 pp 0.00% 0.000 pp USD53.28 +46.1% 11 qtrs
44 QUBE RESEARCH & TECHNOLOGIES LTD 33.4K +3.7K (+12.4%) 2.60M -285.1K (-9.9%) 0.29% +0.032 pp 0.00% 0.000 pp USD94.18 -17.3% 10 qtrs
45 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 32.8K +14.3K (+77.4%) 2.55M +757.9K (+42.2%) 0.28% +0.123 pp 0.01% +0.002 pp USD112.95 -31.1% 3 qtrs
46 AMERIPRISE FINANCIAL INC 30.4K +10.2K (+50.5%) 2.37M +404.2K (+20.6%) 0.26% +0.088 pp 0.00% +0.000 pp USD119.16 -34.7% 3 qtrs
47 EXPECT EQUITY LLC 28.5K +14.2K (+98.8%) 2.22M +826.7K (+59.4%) 0.25% +0.122 pp 2.15% +0.785 pp USD80.61 -3.4% 5 qtrs
48 NUVEEN, LLC 27.5K -718.0 (-2.5%) 2.14M -598.9K (-21.9%) 0.24% -0.006 pp 0.00% 0.000 pp USD74.47 +4.5% 4 qtrs
49 CAPTION MANAGEMENT, LLC 26.4K +— (+0.0%) 2.06M -508.7K (-19.8%) 0.23% +0.000 pp 0.01% -0.006 pp USD97.12 -19.8% 2 qtrs
50 GREAT LAKES ADVISORS, LLC 24.7K -12.7K (-34.1%) 1.92M -1.7M (-47.1%) 0.21% -0.110 pp 0.02% -0.015 pp USD140.10 -44.4% 3 qtrs
51 AMERICAN CENTURY COMPANIES INC 23.1K -10.7K (-31.7%) 1.80M -1.5M (-45.2%) 0.20% -0.092 pp 0.00% -0.001 pp USD35.58 +118.8% 12 qtrs
52 UBS ASSET MANAGEMENT AMERICAS INC 22.0K +5.3K (+31.8%) 1.71M +91.8K (+5.7%) 0.19% +0.046 pp 0.00% +0.000 pp USD100.48 -22.5% 6 qtrs
53 JANUS HENDERSON GROUP PLC 21.9K +— (+0.0%) 1.71M -424.9K (-19.9%) 0.19% +0.000 pp 0.00% 0.000 pp USD92.73 -16.0% 6 qtrs
54 SWISS NATIONAL BANK 21.8K +400.0 (+1.9%) 1.70M -381.2K (-18.3%) 0.19% +0.003 pp 0.00% 0.000 pp USD77.75 +0.1% 6 qtrs
55 NEW YORK STATE COMMON RETIREMENT FUND 19.2K +— (+0.0%) 1.49M -369.4K (-19.8%) 0.16% +0.000 pp 0.00% 0.000 pp USD69.06 +12.7% 11 qtrs
56 BANK OF AMERICA CORP /DE/ 18.8K -266.0 (-1.4%) 1.46M -387.3K (-21.0%) 0.16% -0.002 pp 0.00% +0.000 pp USD75.64 +2.9% 13 qtrs
57 BALYASNY ASSET MANAGEMENT L.P. 17.9K +17.9K (+100.0%) 1.39M +1.4M (+100.0%) 0.15% +0.154 pp 0.00% +0.002 pp USD77.85 +0.0% 1 qtrs NEW
58 BARCLAYS PLC 17.1K +189.0 (+1.1%) 1.33M +50.0K (+3.9%) 0.15% +0.002 pp 0.00% +0.000 pp USD98.99 -21.4% 12 qtrs
59 MOODY ALDRICH PARTNERS LLC 17.0K -1.5K (-8.3%) 1.33M -477.4K (-26.5%) 0.15% -0.013 pp 0.25% -0.095 pp USD85.54 -9.0% 5 qtrs
60 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16.9K -4.6K (-21.5%) 1.31M -772.6K (-37.0%) 0.15% -0.040 pp 0.01% -0.005 pp USD16.65 +367.6% 14 qtrs
61 KNIGHTS OF COLUMBUS ASSET ADVISORS LLC 16.8K -527.0 (-3.0%) 1.31M -375.1K (-22.3%) 0.14% -0.005 pp 0.07% -0.022 pp USD44.98 +73.1% 11 qtrs
62 PATHSTONE HOLDINGS, LLC 15.4K -4.4K (-22.2%) 1.20M -725.1K (-37.6%) 0.13% -0.038 pp 0.00% -0.003 pp USD83.93 -7.2% 7 qtrs
63 CAXTON ASSOCIATES LLP 15.1K +11.5K (+316.8%) 1.18M +823.9K (+234.1%) 0.13% +0.099 pp 0.02% +0.015 pp USD77.29 +0.7% 4 qtrs
64 VOLORIDGE INVESTMENT MANAGEMENT, LLC 14.9K +14.9K (+100.0%) 1.16M +1.2M (+100.0%) 0.13% +0.128 pp 0.00% +0.004 pp USD77.85 +0.0% 1 qtrs NEW
65 WITTENBERG INVESTMENT MANAGEMENT, INC. 14.6K +— (+0.0%) 1.14M -281.3K (-19.8%) 0.13% +0.000 pp 0.44% -0.127 pp USD4.10 +1,798.8% 30 qtrs
66 RHUMBLINE ADVISERS 14.5K -2.1K (-12.5%) 1.13M -480.0K (-29.9%) 0.12% -0.018 pp 0.00% 0.000 pp USD45.95 +69.4% 11 qtrs
67 INVESCO LTD. 13.4K -245.2K (-94.8%) 1.04M -24.1M (-95.8%) 0.12% -2.109 pp 0.00% -0.004 pp USD135.15 -42.4% 12 qtrs
68 PANAGORA ASSET MANAGEMENT INC 13.3K +1.8K (+15.7%) 1.03M -80.9K (-7.2%) 0.11% +0.016 pp 0.00% -0.001 pp USD37.46 +107.8% 11 qtrs
69 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 12.5K +5.9K (+88.5%) 976.2K +330.2K (+51.1%) 0.11% +0.051 pp 0.00% +0.001 pp USD109.32 -28.8% 3 qtrs
70 MAN GROUP PLC 12.5K +10.0K (+397.1%) 971.8K +727.9K (+298.5%) 0.11% +0.086 pp 0.00% +0.001 pp USD79.85 -2.5% 5 qtrs
71 RAYMOND JAMES FINANCIAL INC 11.7K -1.3K (-10.1%) 911.1K -352.7K (-27.9%) 0.10% -0.011 pp 0.00% 0.000 pp USD101.02 -22.9% 5 qtrs
72 CONCENTRIC CAPITAL STRATEGIES, LP 10.9K +10.9K (+100.0%) 844.8K +844.8K (+100.0%) 0.09% +0.093 pp 0.04% +0.041 pp USD77.85 +0.0% 1 qtrs NEW
73 PFG ADVISORS 10.4K +2.1K (+25.2%) 806.1K +2.9K (+0.4%) 0.09% +0.018 pp 0.04% +0.006 pp USD59.52 +30.8% 8 qtrs
74 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 10.3K -10.0 (-0.1%) 804.0K -200.0K (-19.9%) 0.09% 0.000 pp 0.00% 0.000 pp USD74.09 +5.1% 11 qtrs
75 ALLIANCEBERNSTEIN L.P. 10.2K +— (+0.0%) 797.2K -197.3K (-19.8%) 0.09% +0.000 pp 0.00% 0.000 pp USD55.71 +39.7% 9 qtrs
76 LEGAL & GENERAL GROUP PLC 10.2K -1.1K (-10.1%) 790.4K -306.0K (-27.9%) 0.09% -0.010 pp 0.00% 0.000 pp USD72.30 +7.7% 11 qtrs
77 ALLGEN FINANCIAL ADVISORS, INC. 9.6K +— (+0.0%) 744.6K -184.3K (-19.8%) 0.08% +0.000 pp 0.18% -0.052 pp USD121.23 -35.8% 4 qtrs
78 RITHOLTZ WEALTH MANAGEMENT 9.3K -51.0 (-0.5%) 721.6K -183.6K (-20.3%) 0.08% -0.001 pp 0.01% -0.004 pp USD16.47 +372.7% 13 qtrs
79 AQR CAPITAL MANAGEMENT LLC 9.2K -3.0K (-24.6%) 716.2K -469.5K (-39.6%) 0.08% -0.026 pp 0.00% 0.000 pp USD40.29 +93.2% 10 qtrs
80 DEUTSCHE BANK AG\ 9.2K +566.0 (+6.6%) 714.8K -122.0K (-14.6%) 0.08% +0.005 pp 0.00% +0.000 pp USD65.13 +19.5% 10 qtrs
81 PRICE T ROWE ASSOCIATES INC /MD/ 8.6K -643.0 (-6.9%) 672.0K -228.0K (-25.3%) 0.07% -0.006 pp 0.00% +0.000 pp USD48.54 +60.4% 11 qtrs
82 SEI INVESTMENTS CO 8.1K -4.7K (-36.4%) 633.9K -610.0K (-49.0%) 0.07% -0.040 pp 0.00% -0.001 pp USD123.10 -36.8% 11 qtrs
83 XTX TOPCO LTD 8.0K +4.2K (+109.7%) 623.1K +252.4K (+68.1%) 0.07% +0.036 pp 0.02% -0.003 pp USD87.04 -10.6% 6 qtrs
84 TEACHER RETIREMENT SYSTEM OF TEXAS 7.8K -1.4K (-15.3%) 603.8K -285.0K (-32.1%) 0.07% -0.012 pp 0.00% -0.002 pp USD74.96 +3.9% 6 qtrs
85 METLIFE INVESTMENT MANAGEMENT, LLC 6.2K +— (+0.0%) 481.4K -119.2K (-19.8%) 0.05% +0.000 pp 0.00% -0.001 pp USD35.16 +121.4% 11 qtrs
86 LPL FINANCIAL LLC 6.0K -6.5K (-51.7%) 470.5K -745.4K (-61.3%) 0.05% -0.056 pp 0.00% 0.000 pp USD80.66 -3.5% 9 qtrs
87 BOURGEON CAPITAL MANAGEMENT LLC 6.0K +— (+0.0%) 467.1K -115.6K (-19.8%) 0.05% +0.000 pp 0.08% -0.030 pp USD10.56 +637.2% 20 qtrs
88 CITIGROUP INC 5.9K +3.4K (+137.0%) 460.4K +218.1K (+90.0%) 0.05% +0.029 pp 0.00% +0.000 pp USD74.64 +4.3% 11 qtrs
89 JPMORGAN CHASE & CO 5.9K -310.0 (-5.0%) 458.8K -143.7K (-23.8%) 0.05% -0.003 pp 0.00% +0.000 pp USD93.88 -17.1% 12 qtrs
90 POLEN CAPITAL MANAGEMENT LLC 5.9K -9.8K (-62.6%) 458.7K -1.1M (-70.0%) 0.05% -0.085 pp 0.00% -0.003 pp USD140.04 -44.4% 3 qtrs
91 STIFEL FINANCIAL CORP 5.8K -455.0 (-7.3%) 449.4K -155.4K (-25.7%) 0.05% -0.004 pp 0.00% 0.000 pp USD83.18 -6.4% 5 qtrs
92 HARBOR CAPITAL ADVISORS, INC. 5.6K +673.0 (+13.8%) 432.0K -42.0K (-8.9%) 0.05% +0.006 pp 0.03% -0.003 pp USD70.30 +10.7% 8 qtrs
93 SUSQUEHANNA INTERNATIONAL GROUP, LLP 5.4K +358.0 (+7.0%) 424.0K -70.2K (-14.2%) 0.05% +0.003 pp 0.00% +0.000 pp USD63.35 +22.9% 12 qtrs
94 CETERA INVESTMENT ADVISERS 5.4K +2.3K (+72.3%) 417.3K +115.2K (+38.2%) 0.05% +0.019 pp 0.00% +0.000 pp USD113.15 -31.2% 3 qtrs
95 JB CAPITAL PARTNERS LP 20.0K +— (+0.0%) 79.0K -1.9M (-95.9%) 0.17% +0.000 pp 0.01% -0.315 pp USD17.30 +350.0% 12 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
5
Shares acquired
Shares disposed
15.5K
Cash buys
Cash sales
5.00
Net activity
-15,523
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
2026-04-30 Brooks Jayme L. Officer S-Sale D Common Stock 3,440 100.00 344.0K 125,227 D
2026-04-24 Brooks Jayme L. Officer S-Sale D Common Stock 2,173 100.05 217.4K 128,667 D
2026-04-13 Brooks Jayme L. Officer S-Sale D Common Stock 5,703 85.43 487.2K 130,840 D
2026-04-09 Brooks Jayme L. Officer S-Sale D Common Stock 841 85.11 71.6K 136,543 D
2026-04-08 Brooks Jayme L. Officer S-Sale D Common Stock 3,366 85.19 286.8K 137,384 D
2026-03-17 Brooks Jayme L. Officer S-Sale D Common Stock 2,637 77.10 203.3K 148,023 D
2026-03-16 Sharp Jay Officer S-Sale D Common Stock 300 80.55 24.2K 79,527 D
2026-03-02 Sharp Jay Officer A-Award A Common Stock 28,747 0.00 93,386 D
2026-03-02 McCann Michael M Director / Officer A-Award A Common Stock 52,008 0.00 187,980 D
2026-03-02 Brooks Jayme L. Officer A-Award A Common Stock 40,835 0.00 166,730 D
2026-03-02 Angerosa Nicholas Officer F-InKind D Common Stock 8,878 89.17 791.7K 67,639 D
2026-01-20 Dugan Terence Patrick Director A-Award A Restricted Stock Units 1,498 0.00 1,498 D
2026-01-01 Sharp Jay Officer M-Exempt A Common Stock 487 0.00 66,395 D
2026-01-01 McNally Michael F Director M-Exempt A Common Stock 956 0.00 59,379 D
2026-01-01 McCann Michael M Director / Officer M-Exempt A Common Stock 4,699 0.00 133,304 D
2026-01-01 Krzeminski Laurel J Director M-Exempt D Restricted Stock Units 956 0.00 0 D
2026-01-01 Horowitz Joshua Director M-Exempt A Common Stock 956 0.00 42,785 D
2026-01-01 Gaboury David Richard Director M-Exempt D Restricted Stock Units 956 0.00 0 D
2026-01-01 Dugan Terence Patrick Director 0 0.00 0
2026-01-01 Brooks Jayme L. Officer M-Exempt A Common Stock 657 0.00 128,563 D
2026-01-01 Angerosa Nicholas Officer M-Exempt A Common Stock 416 0.00 55,537 D
2026-01-01 ALVARADO LINDA G Director M-Exempt D Restricted Stock Units 956 0.00 0 D
2025-12-16 Brooks Jayme L. Officer G-Gift D Common Stock 614 0.00 3,897 I
2025-12-15 Sharp Jay Officer S-Sale D Common Stock 900 77.25 69.5K 66,079 D
2025-12-12 Sharp Jay Officer G-Gift D Common Stock 410 0.00 66,979 D
2025-09-16 Sharp Jay Officer G-Gift D Common Stock 488 0.00 67,389 D
2025-09-15 Sharp Jay Officer S-Sale D Common Stock 2,000 106.09 212.2K 67,877 D
2025-08-12 Gaboury David Richard Director P-Purchase A Common Stock 1,400 106.00 148.4K 4,297 D
2025-06-13 Sharp Jay Officer S-Sale D Common Stock 880 137.43 120.9K 70,597 D
2025-03-14 Horowitz Joshua Director S-Sale D Common Stock 25,400 75.43 1.92M 164,600 I
2025-03-10 Sharp Jay Officer F-InKind D Common Stock 9,252 68.92 637.6K 71,877 D
2025-03-10 McCann Michael M Director / Officer F-InKind D Common Stock 19,443 68.92 1.34M 128,605 D
2025-03-10 Brooks Jayme L. Officer F-InKind D Common Stock 12,860 68.92 886.3K 122,102 D
2025-03-10 Angerosa Nicholas Officer A-Award A Common Stock 18,343 0.00 60,965 D
2025-01-01 Sharp Jay Officer F-InKind D Common Stock 2,058 85.54 176.0K 60,419 D
2025-01-01 PRATT GORDON G Director M-Exempt A Common Stock 1,914 0.00 43,696 D
2025-01-01 McNally Michael F Director M-Exempt D Restricted Stock Units 1,914 0.00 0 D
2025-01-01 McCann Michael M Director / Officer M-Exempt A Common Stock 2,627 0.00 102,463 D
2025-01-01 Krzeminski Laurel J Director M-Exempt A Common Stock 1,914 0.00 35,496 D
2025-01-01 Horowitz Joshua Director M-Exempt D Restricted Stock Units 1,914 0.00 0 D
2025-01-01 Gaboury David Richard Director M-Exempt A Common Stock 826 0.00 2,897 D
2025-01-01 Brooks Jayme L. Officer M-Exempt A Common Stock 3,631 0.00 100,300 D
2025-01-01 Angerosa Nicholas Officer F-InKind D Common Stock 2,199 85.54 188.1K 42,622 D
2025-01-01 ALVARADO LINDA G Director A-Award A Restricted Stock Units 956 0.00 956 D
2024-12-10 Gaboury David Richard Director P-Purchase A Common Stock 531 94.51 50.2K 2,071 D
2024-09-12 Gaboury David Richard Director P-Purchase A Common Stock 340 72.70 24.7K 1,540
2024-09-10 Horowitz Joshua Director S-Sale D Common Stock 1,000 65.03 65.0K 39,915
2024-09-09 Horowitz Joshua Director S-Sale D Common Stock 3,600 63.77 229.6K 191,400
2024-09-09 ALVARADO LINDA G Director P-Purchase A Common Stock 450 64.68 29.1K 27,290
2024-09-06 Horowitz Joshua Director S-Sale D Common Stock 6,075 61.16 371.5K 196,925
2024-09-05 Horowitz Joshua Director S-Sale D Common Stock 5,827 62.00 361.3K 203,000
2024-09-05 Gaboury David Richard Director P-Purchase A Common Stock 1,200 62.20 74.6K 1,200
2024-08-19 Horowitz Joshua Director S-Sale D Common Stock 7,272 59.85 435.3K 210,000
2024-08-16 Horowitz Joshua Director S-Sale D Common Stock 5,900 59.43 350.6K 217,372
2024-08-15 Horowitz Joshua Director S-Sale D Common Stock 3,070 59.40 182.4K 223,272
2024-08-14 Horowitz Joshua Director S-Sale D Common Stock 5,424 58.92 319.6K 232,238
2024-08-13 Horowitz Joshua Director S-Sale D Common Stock 6,000 59.65 357.9K 237,672
2024-06-14 Horowitz Joshua Director S-Sale D Common Stock 7,000 57.07 399.5K 249,672
2024-06-13 Gaboury David Richard Director A-Award A Restricted Stock Units 826 0.00 826
2024-05-21 Brooks Jayme L. Officer P-Purchase A Common Stock 943 52.15 49.2K 4,511
2024-05-17 McCann Michael M Director / Officer P-Purchase A Common Stock 2,099 47.77 100.3K 44,233
2024-05-13 Young Norbert W. Director S-Sale D Common Stock 4,000 51.28 205.1K 29,329
2024-05-13 McNally Michael F Director S-Sale D Common Stock 7,119 50.00 355.9K 57,363
2024-04-29 Young Norbert W. Director G-Gift D Common Stock 4,000 0.00 33,329
2024-03-13 Sharp Jay Officer F-InKind D Common Stock 9,349 49.76 465.2K 61,549
2024-03-13 McCann Michael M Director / Officer F-InKind D Common Stock 12,333 49.76 613.7K 88,567
2024-03-13 Brooks Jayme L. Officer A-Award A Common Stock 26,864 0.00 107,231
2024-03-13 Angerosa Nicholas Officer A-Award A Common Stock 7,163 0.00 45,796
2024-01-01 Young Norbert W. Director A-Award A Restricted Stock Units 1,914 0.00 1,914
2024-01-01 Sharp Jay Officer F-InKind D Common Stock 3,159 45.47 143.6K 49,407
2024-01-01 PRATT GORDON G Director M-Exempt D Restricted Stock Units 6,906 0.00 0
2024-01-01 McNally Michael F Director M-Exempt A Common Stock 6,906 0.00 64,482
2024-01-01 McCann Michael M Director / Officer M-Exempt A Common Stock 4,698 0.00 72,362
2024-01-01 Krzeminski Laurel J Director M-Exempt A Common Stock 6,906 0.00 33,582
2024-01-01 Horowitz Joshua Director M-Exempt D Restricted Stock Units 1,067 0.00 6,906
2024-01-01 Brooks Jayme L. Officer M-Exempt A Common Stock 97 0.00 84,856
2024-01-01 Angerosa Nicholas Officer F-InKind D Common Stock 1,515 45.47 68.9K 38,633
2024-01-01 ALVARADO LINDA G Director M-Exempt A Common Stock 6,906 0.00 26,389
2023-09-20 Young Norbert W. Director G-Gift D Common Stock 8,000 0.00 29,356
2023-08-22 Brooks Jayme L. Officer P-Purchase A Common Stock 1,398 34.68 48.5K 3,568
2023-08-21 McCann Michael M Officer P-Purchase A Common Stock 2,866 35.47 101.7K 42,134
2023-07-11 Young Norbert W. Director X-InTheMoney A Common Stock 3,308 12.50 41.4K 39,017
2023-06-30 Brooks Jayme L. Officer A-Award A Restricted Stock Units 292 0.00 24,208
2023-06-22 Bacon Charles A. III Director M-Exempt A Common Stock 1,151 0.00 474,485
2023-06-01 PRATT GORDON G Director X-InTheMoney A Common Stock 100,000 15.00 1.50M 298,280
2023-05-01 Bacon Charles A. III Director / Officer A-Award A Restricted Stock Units 1,151 0.00 1,151
2023-04-30 Bacon Charles A. III Director / Officer D-Return D Restricted Stock Units 42,131 0.00 0
2023-04-24 Sharp Jay Officer X-InTheMoney A Common Stock 311 12.50 3.9K 52,788
2023-03-29 Sharp Jay Officer D Common Stock 0 0.00 52,477
2023-03-29 Angerosa Nicholas Officer D Common Stock 0 0.00 40,148
2023-03-08 McCann Michael M Officer A-Award A Common Stock 10,209 0.00 103,254
2023-03-08 Brooks Jayme L. Officer A-Award A Common Stock 8,167 0.00 79,965
2023-03-08 Bacon Charles A. III Director / Officer A-Award A Common Stock 23,822 0.00 479,135
2023-01-17 McCann Michael M Officer A-Award A Restricted Stock Units 3,240 0.00 32,205
2023-01-04 Young Norbert W. Director A-Award A Restricted Stock Units 6,906 0.00 7,973
2023-01-04 PRATT GORDON G Director A-Award A Restricted Stock Units 6,906 0.00 7,973
2023-01-04 McNally Michael F Director A-Award A Restricted Stock Units 6,906 0.00 7,973
2023-01-04 McCann Michael M Officer A-Award A Restricted Stock Units 14,096 0.00 28,965
2023-01-04 Krzeminski Laurel J Director A-Award A Restricted Stock Units 6,906 0.00 7,973
2023-01-04 Horowitz Joshua Director A-Award A Restricted Stock Units 6,906 0.00 7,973
2023-01-04 Brooks Jayme L. Officer A-Award A Restricted Stock Units 13,320 0.00 23,916
2023-01-04 Bacon Charles A. III Officer A-Award A Restricted Stock Units 21,148 0.00 42,131
2023-01-04 ALVARADO LINDA G Director A-Award A Restricted Stock Units 6,906 0.00 7,973
2023-01-01 Young Norbert W. Director M-Exempt A Common Stock 1,067 0.00 26,833
2023-01-01 PRATT GORDON G Director M-Exempt D Restricted Stock Units 8,876 0.00 1,067
2023-01-01 McNally Michael F Director M-Exempt D Restricted Stock Units 1,067 0.00 9,943
2023-01-01 McCann Michael M Officer M-Exempt A Common Stock 5,489 0.00 83,945
2023-01-01 Krzeminski Laurel J Director M-Exempt D Restricted Stock Units 8,876 0.00 1,067
2023-01-01 Horowitz Joshua Director M-Exempt D Restricted Stock Units 8,876 0.00 1,067
2023-01-01 Brooks Jayme L. Officer M-Exempt A Common Stock 3,631 0.00 62,578
2023-01-01 Bacon Charles A. III Officer M-Exempt A Common Stock 8,547 0.00 462,929
2023-01-01 ALVARADO LINDA G Director M-Exempt D Restricted Stock Units 1,067 0.00 9,943
2022-12-31 Brooks Jayme L. Officer M-Exempt D Restricted Stock Units 2,000 0.00 20,894
2022-11-22 Horowitz Joshua Director P-Purchase A Common Stock 2,127 10.48 22.3K 256,672
2022-11-21 Horowitz Joshua Director P-Purchase A Common Stock 710 9.52 6.8K 254,545
2022-11-18 Horowitz Joshua Director P-Purchase A Common Stock 4,000 9.24 36.9K 253,835
2022-06-01 Palmer Bradley C Director P-Purchase A Common Stock 6,315 5.93 37.4K 249,835
2022-06-01 Horowitz Joshua Director P-Purchase A Common Stock 6,315 5.93 37.4K 249,835
2022-05-27 Bacon Charles A. III Officer P-Purchase A Common Stock 4,384 5.70 25.0K 444,659
2022-05-24 Horowitz Joshua Director P-Purchase A Common Stock 1,000 5.64 5.6K 21,932
2022-05-24 ALVARADO LINDA G Director P-Purchase A Common Stock 7,000 5.69 39.8K 8,473
2022-05-23 Horowitz Joshua Director P-Purchase A Common Stock 2,000 5.85 11.7K 20,932
2022-05-18 McCann Michael M Officer P-Purchase A Common Stock 1,900 6.10 11.6K 68,733
2022-05-17 McCann Michael M Officer P-Purchase A Common Stock 1,388 6.11 8.5K 66,833
2022-05-16 McCann Michael M Officer P-Purchase A Common Stock 500 5.84 2.9K 65,445
2022-03-31 McCann Michael M Officer P-Purchase A Common Stock 1,545 7.16 11.1K 64,945
2022-03-29 Young Norbert W. Director P-Purchase A Common Stock 1,000 7.02 7.0K 24,699
2022-03-28 Krzeminski Laurel J Director P-Purchase A Common Stock 3,500 6.81 23.8K 14,599
2022-03-28 Brooks Jayme L. Officer P-Purchase A Common Stock 2,170 6.89 15.0K 2,170
2022-03-24 Bacon Charles A. III Officer P-Purchase A Common Stock 3,570 6.85 24.5K 440,275
2022-03-23 Horowitz Joshua Director P-Purchase A Common Stock 8,889 6.83 60.7K 243,520
2022-03-22 Palmer Bradley C Director P-Purchase A Common Stock 8,889 6.83 60.7K 243,520
2022-03-22 Horowitz Joshua Director P-Purchase A Common Stock 1,114 6.95 7.7K 234,631
2022-01-01 Young Norbert W. Director M-Exempt A Common Stock 1,066 0.00 23,699
2022-01-01 PRATT GORDON G Director M-Exempt D Restricted Stock Units 1,067 0.00 4,267
2022-01-01 McNally Michael F Director M-Exempt D Restricted Stock Units 1,067 0.00 5,334
2022-01-01 McCann Michael M Officer F-InKind D Common Stock 4,071 9.00 36.6K 63,400
2022-01-01 Krzeminski Laurel J Director A-Award A Restricted Stock Units 8,876 0.00 12,077
2022-01-01 Horowitz Joshua Director M-Exempt D Restricted Stock Units 1,067 0.00 4,267
2022-01-01 Brooks Jayme L. Officer M-Exempt A Common Stock 3,333 0.00 53,871
2022-01-01 Bacon Charles A. III Director / Officer M-Exempt A Common Stock 3,889 0.00 445,516
2022-01-01 ALVARADO LINDA G Director A-Award A Restricted Stock Units 8,876 0.00 11,010
2021-12-31 Brooks Jayme L. Officer M-Exempt A Common Stock 2,000 0.00 47,952
2021-12-31 ALVARADO LINDA G Director P-Purchase A Common Stock 1,099 9.03 9.9K 1,099
2021-12-16 Horowitz Joshua Director P-Purchase A Common Stock 2,934 7.32 21.5K 233,517
2021-12-15 Horowitz Joshua Director P-Purchase A Common Stock 3,500 7.25 25.4K 230,583
2021-12-14 Horowitz Joshua Director P-Purchase A Common Stock 4,672 7.25 33.9K 227,083
2021-12-09 Horowitz Joshua Director P-Purchase A Common Stock 7,811 7.59 59.3K 222,411
2021-12-08 Horowitz Joshua Director P-Purchase A Common Stock 25,000 7.89 197.2K 214,600
2021-12-08 Bacon Charles A. III Director / Officer P-Purchase A Common Stock 3,246 7.65 24.8K 433,416
2021-12-07 Krzeminski Laurel J Director P-Purchase A Common Stock 1,500 7.60 11.4K 7,899
2021-12-07 Horowitz Joshua Director P-Purchase A Common Stock 4,711 7.59 35.8K 189,600
2021-09-01 ALVARADO LINDA G Director A-Award A Restricted Stock Units 2,508 0.00 2,508
2021-08-26 SWETS LARRY G JR Director M-Exempt A Restricted Stock Units 3,200 0.00 0
2021-08-26 ALVARADO LINDA G Director 0 0.00 0
2021-06-22 Horowitz Joshua Director P-Purchase A Common Stock 5,000 9.04 45.2K 184,889
2021-06-21 Horowitz Joshua Director P-Purchase A Common Stock 1,507 9.20 13.9K 179,889
2021-06-08 Horowitz Joshua Director P-Purchase A Common Stock 1,470 9.40 13.8K 178,382
2021-06-04 Horowitz Joshua Director P-Purchase A Common Stock 5,850 9.29 54.4K 176,912
2021-03-31 Bacon Charles A. III Director / Officer P-Purchase A Common Stock 3,000 10.34 31.0K 430,170
2021-03-29 Brooks Jayme L. Officer A-Award A Common Stock 2,033 0.00 48,896
2021-01-01 Young Norbert W. Director M-Exempt D Restricted Stock Units 1,066 0.00 3,201
2021-01-01 SWETS LARRY G JR Director / 10% Owner M-Exempt A Common Stock 1,067 0.00 17,466
2021-01-01 PRATT GORDON G Director M-Exempt A Common Stock 1,066 0.00 19,599
2021-01-01 McNally Michael F Director M-Exempt D Restricted Stock Units 1,067 0.00 4,267
2021-01-01 McCann Michael M Officer M-Exempt A Common Stock 4,000 0.00 51,329
2021-01-01 Krzeminski Laurel J Director M-Exempt D Restricted Stock Units 1,067 0.00 5,334
2021-01-01 Horowitz Joshua Director M-Exempt A Common Stock 799 0.00 16,799
2021-01-01 Brooks Jayme L. Officer M-Exempt A Common Stock 3,333 0.00 46,863
2021-01-01 Bacon Charles A. III Director / Officer M-Exempt A Common Stock 5,833 0.00 426,261
2020-12-31 Brooks Jayme L. Officer M-Exempt A Common Stock 2,000 0.00 43,530
2020-10-01 Brooks Jayme L. Officer M-Exempt A Common Stock 42,215 0.00 51,810
2020-09-29 Bacon Charles A. III Director / Officer P-Purchase A Common Stock 5,263 9.40 49.4K 402,927
2020-09-25 Horowitz Joshua Director P-Purchase A Common Stock 28,937 8.14 235.4K 171,062
2020-09-25 1347 Investors LLC Director S-Sale D Common Stock, $0.0001 par value 54,655 7.87 430.0K 0
2020-09-24 Horowitz Joshua Director P-Purchase A Common Stock 4,825 7.74 37.4K 142,125
2020-09-23 1347 Investors LLC Director S-Sale D Common Stock, $0.0001 par value 115 8.50 977.50 54,655
2020-09-22 1347 Investors LLC Director S-Sale D Common Stock, $0.0001 par value 7,000 8.72 61.0K 54,770
2020-09-11 McCann Michael M Officer P-Purchase A Common Stock 4,475 7.42 33.2K 45,661
2020-09-10 McCann Michael M Officer P-Purchase A Common Stock 11,468 7.53 86.4K 41,186
2020-09-09 McCann Michael M Officer P-Purchase A Common Stock 17,992 7.39 132.9K 29,718
2020-09-04 McCann Michael M Officer D Restricted Stock Units 4,000 0.00 0
2020-09-03 Brooks Jayme L. Officer P-Purchase A Common Stock 4,595 6.53 30.0K 9,595
2020-09-03 Bacon Charles A. III Director / Officer P-Purchase A Common Stock 12,000 6.62 79.5K 397,664
2020-08-19 KINGSWAY FINANCIAL SERVICES INC 10% Owner S-Sale D Common Stock, $0.0001 par value 58,940 5.58 328.6K 255,110
2020-08-18 KINGSWAY FINANCIAL SERVICES INC 10% Owner S-Sale D Common Stock, $0.0001 par value 68,262 5.41 369.1K 314,050
2020-08-17 KINGSWAY FINANCIAL SERVICES INC 10% Owner S-Sale D Common Stock, $0.0001 par value 66,710 5.26 351.2K 382,312
2020-08-14 KINGSWAY FINANCIAL SERVICES INC 10% Owner S-Sale D Common Stock, $0.0001 par value 113,891 5.25 598.3K 449,022
2020-08-12 KINGSWAY FINANCIAL SERVICES INC 10% Owner S-Sale D Common Stock, $0.0001 par value 13,484 4.75 64.1K 562,913
2020-08-11 KINGSWAY FINANCIAL SERVICES INC 10% Owner S-Sale D Common Stock, $0.0001 par value 18,353 4.77 87.6K 576,397
2020-05-11 McCann Michael M Officer A-Award A Restricted Stock Units 7,500 0.00 31,168
2020-04-03 Horowitz Joshua Director A-Award A Restricted Stock Units 2,933 0.00 2,933
2020-03-31 Pratt Brian 10% Owner P-Purchase A Common Stock 7,800 2.88 22.4K 1,537,800
2020-03-27 Pratt Brian 10% Owner P-Purchase A Common Stock 30,000 2.87 86.1K 1,530,000
2020-03-27 Horowitz Joshua Director D Common Stock 0 0.00 16,000
2020-03-27 Cerminara Kyle Director M-Exempt D Restricted Stock Units 3,200 0.00 0
2020-03-20 Pratt Brian 10% Owner P-Purchase A Common Stock 205,186 3.71 760.8K 1,500,000
2020-03-19 Pratt Brian 10% Owner P-Purchase A Common Stock 159,465 3.65 581.7K 1,294,814
2020-03-18 Pratt Brian 10% Owner P-Purchase A Common Stock 300,726 3.70 1.11M 1,135,349
2020-03-17 Pratt Brian 10% Owner D Common Stock 0 0.00 834,623

Executive team

Top executives
EBIT / Employee
34.5K
Shares Outstanding
11.68M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Michael M. McCann President and Chief Executive Officer 800.0K 1.19M 741.3K 26.0K 2.76M 43.20%
2 2025 Jayme L. Brooks Executive Vice President and Chief Financial Officer 526.0K 522.7K 316.8K 26.0K 1.39M 37.56%
3 2025 Jay A. Sharp Executive Vice President, Sales 487.0K 387.1K 270.8K 26.0K 1.17M 33.06%
4 2025 Nicholas S. Angerosa Executive Vice President, National Customer Solutions 416.0K 330.7K 192.7K 26.0K 965.4K 34.25%
5 2024 Michael M. McCann President and Chief Executive Officer 700.0K 1.08M 1.02M 25.8K 2.82M 38.18%
6 2024 Jayme L. Brooks Executive Vice President and Chief Financial Officer 506.0K 518.1K 477.1K 25.8K 1.53M 33.93%
7 2024 Jay A. Sharp Executive Vice President, Sales 463.8K 380.0K 403.7K 25.8K 1.27M 29.84%
8 2024 Jay A. Sharp Regional President, Northeast and Midwest 463.8K 380.0K 403.7K 25.8K 1.27M 29.84%
9 2024 Nicholas S. Angerosa Regional President, Southeast 385.0K 315.4K 279.2K 25.8K 1.01M 31.37%
10 2024 Nicholas S. Angerosa Executive Vice President, National Customer Solutions 385.0K 315.4K 279.2K 25.8K 1.01M 31.37%
11 2023 Charles A. Bacon, III Former President and Chief Executive Officer 164.2K 1.51M 948.6K 2.62M 57.53%
12 2023 Michael M. McCann President and Chief Executive Officer 566.4K 613.9K 816.3K 25.2K 2.02M 30.36%
13 2023 Jayme L. Brooks Executive Vice President and Chief Financial Officer 455.6K 486.4K 453.1K 25.2K 1.42M 34.25%
14 2023 Jay A. Sharp President of Limbach 443.1K 344.7K 409.4K 25.2K 1.22M 28.20%
15 2023 Jay A. Sharp Executive Vice President, Sales 443.1K 344.7K 409.4K 25.2K 1.22M 28.20%
16 2023 Jay A. Sharp Regional President, Northeast and Midwest 443.1K 344.7K 409.4K 25.2K 1.22M 28.20%
17 2022 Charles A. Bacon, III Former President and Chief Executive Officer 650.0K 598.5K 682.1K 12.2K 1.94M 30.80%
18 2022 Michael M. McCann President and Chief Executive Officer 417.5K 384.4K 306.7K 24.2K 1.13M 33.93%
19 2022 Jayme L. Brooks Executive Vice President and Chief Financial Officer 394.5K 254.3K 248.4K 24.2K 921.3K 27.60%
20 2021 Charles A. Bacon, III Former President and Chief Executive Officer 618.0K 431.6K 398.9K 48.9K 1.50M 28.82%
21 2021 Charles A. Bacon, III President and Chief Executive Officer 618.0K 431.6K 398.9K 1.45M 29.79%
22 2021 Michael M. McCann President and Chief Executive Officer 387.5K 431.6K 175.1K 37.9K 1.03M 41.82%
23 2021 Michael M. McCann Executive Vice President and Chief Operating Officer 387.5K 431.6K 175.1K 12.0K 1.01M 42.89%
24 2021 Jayme L. Brooks Executive Vice President and Chief Financial Officer 382.5K 369.9K 148.1K 39.9K 940.4K 39.33%
25 2020 Charles A. Bacon, III President and Chief Executive Officer 618.0K 165.4K 600.0K 1.38M 11.95%
26 2020 Michael M. McCann Executive Vice President and Chief Operating Officer 370.3K 94.5K 297.3K 9.0K 771.1K 12.26%
27 2020 Jayme L. Brooks Executive Vice President and Chief Financial Officer 370.0K 129.4K 251.4K 9.0K 759.8K 17.03%
28 2019 Charles A. Bacon, III Chief Executive Officer and President 618.0K 203.0K 821.0K 24.73%
29 2019 Charles A. Bacon, III President and Chief Executive Officer 618.0K 203.0K 821.0K 24.73%
30 2019 Kristopher L. Thorne Former Co-Chief Operating Officer 344.0K 69.6K 12.0K 425.6K 16.35%
31 2019 Michael M. McCann Executive Vice President and Chief Operating Officer 315.0K 69.6K 12.0K 396.6K 17.55%
32 2019 Michael M. McCann Chief Operating Officer 315.0K 69.6K 12.0K 396.6K 17.55%
33 2019 John T. Jordan, Jr. Former Chief Financial Officer 333.0K 23.2K 12.0K 368.2K 6.30%
34 2019 Jayme L. Brooks Executive Vice President and Chief Financial Officer 91.3K 240.1K 3.0K 334.4K 71.81%
35 2019 Jayme L. Brooks Chief Financial Officer 91.3K 240.1K 3.0K 334.4K 71.81%
36 2018 Charles A. Bacon, III Chief Executive Officer and President 618.0K 236.4K 854.4K 27.67%
37 2018 Kristopher L. Thorne Former Co-Chief Operating Officer 337.8K 81.1K 12.0K 430.9K 18.81%
38 2018 Kristopher L. Thorne Chief Operations Officer 337.8K 81.1K 12.0K 430.9K 18.81%
39 2018 John T. Jordan, Jr. Chief Financial Officer 328.0K 27.0K 12.0K 367.0K 7.36%
40 2018 John T. Jordan, Jr. Former Chief Financial Officer 328.0K 27.0K 12.0K 367.0K 7.36%
41 2017 Charles A. Bacon, III Chief Executive Officer and President 600.0K 1.22M 363.1K 2.19M 55.95%
42 2017 Kristopher L. Thorne Chief Operations Officer 328.0K 327.4K 81.5K 12.0K 748.9K 43.72%
43 2017 John T. Jordan, Jr. Chief Financial Officer 320.0K 327.4K 54.7K 12.0K 714.1K 45.85%
44 2016 Charles A. Bacon, III Chief Executive Officer and President 572.4K 549.7K 1.12M 0.00%
45 2016 Kristopher L. Thorne Chief Operations Officer 320.0K 191.3K 12.0K 523.3K 0.00%
46 2016 John T. Jordan, Jr. Chief Financial Officer 308.0K 159.2K 12.0K 479.2K 0.00%
47 2015 Kristopher L. Thorne Chief Operations Officer 261.9K 666.9K 132.0K 11.0K 1.07M 62.22%
48 2015 Charles A. Bacon, III Chief Executive Officer and President 530.4K 477.4K 1.01M 0.00%
49 2015 John T. Jordan, Jr. Chief Financial Officer 204.6K 20.0K 392.0K 110.3K 8.2K 735.1K 53.32%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-23 DEFA14A
2026-04-23 DEF 14A
2025-04-23 DEFA14A
2025-04-23 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-05-05 10-Q
2026-05-01 4
2026-04-28 4
2026-04-24 SC 13G/A
2026-04-23 DEFA14A
2026-04-23 DEF 14A
2026-04-23 ARS
2026-04-15 4
2026-04-10 4

Executive team

NameTitleCompensationGender
Michael McCann President, Chief Executive Officer & Director 2M male
Jayme L. Brooks Executive Vice President & Chief Financial Officer 868.8K female
Jay Sharp Executive Vice President of Sales 783.8K male
Nicholas S. Angerosa EVP of National Customer Solutions 634.7K male
Samuel Matthew Katz Executive Vice President of M&A and Capital Markets 39.8K male
Melissa DiMuro Chief People, Culture & Marketing Officer female
Christos Ruci Chief Information Officer male
Scott Wright Executive Vice President of Legal & Risk Management male
Dan Murtha Senior Vice President of Finance & Accounting male
Dennis Sacco Jr. Senior Vice President of Southeast Regional Manager
Dominick Traina Executive Vice President of Shared Services male
Ian Switalski Senior Vice President of Midwest Regional Manager
ESG Rating
B
ENGINEERING & CONSTRUCTION
2026
E (Environmental)
68.0 / 70.1
Company / Sector avg.
S (Social)
69.1 / 74.0
Company / Sector avg.
G (Governance)
61.0 / 66.8
Company / Sector avg.
ESG Total
66.1 / 70.3
Company / Sector avg.
ESG Score History ENGINEERING & CONSTRUCTION
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