Subscribe

Matthews International Corporation (MATW)

USD26.95 +0.49 (+1.84%)
US NASDAQ Industrials Conglomerates
Address Two NorthShore Center 15212-5851
Pittsburgh, PA, US
CEO Joseph C. Bartolacci
Website matw.com
IPO 1994-07-20
CIK 63296 ISIN US5771281012

Explore sections of this company profile

Description

Operating globally, Matthews International Corporation specializes in brand solutions, memorialization items, and advanced industrial technologies. The company's operations are divided into three principal segments: SGK Brand Solutions, Memorialization, and Industrial Technologies. Through its SGK Brand Solutions division, Matthews International assists the consumer goods and retail sectors with comprehensive brand management, pre-media offerings, printing plates and cylinders, specialized engineered products, imaging, digital asset management, merchandising display solutions, and various marketing and design services. The Memorialization segment caters to the cemetery and funeral home industries, supplying a diverse range of products. These include bronze and granite memorials, upright monuments, cremation-related items like urns and niche units, along with other cemetery features such as benches, flower vases, crypt plates, letters, and statues. Additionally, this segment furnishes caskets and essential cremation and incineration equipment. Lastly, the Industrial Technologies segment offers solutions for warehousing and broader industrial applications. It supplies marking and coding machinery and related consumables, industrial automation tools, and sophisticated order fulfillment systems designed to identify, track, pick, and transport both consumer and industrial goods efficiently. Established in 1850, Matthews International Corporation maintains its headquarters in Pittsburgh, Pennsylvania.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
SGK SGK 2014-05-12 View
Technical Outlook
Loading outlook…
Loading forecast...
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
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD26.95 +0.49 (+1.84%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
272.3K
Beta
1.08
Float Shares
28.65M
Free Float %
92.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.32% -1.03% +2.35% +8.36% +17.50% +6.66% +33.81% -26.39% -30.09% -46.87% +667.49%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

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 (10 ratings, all time) Buy
Price Targets & DCF
Current price
26.95
DCF (Unlevered) 14.69 -45.5%

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 1 0
Buy 1 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
2.32
Grey zone
Piotroski F-Score
5 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Conglomerates: +6.1%
    -16.6% Q1'26: -39.5% (vs Q1'25)
  • EPS growth Conglomerates: +16.9%
    +59.1% Q1'26: -137.9% (vs Q1'25)
  • FCF margin FCF growth · Conglomerates: +35.9%
    -2.2% Q1'26: -7.5% (vs Q1'25)
  • EBIT margin Conglomerates: +9.0%
    +5.3% Q1'26: +0.3% (vs Q1'25)
  • ROIC Conglomerates: +4.7%
    +3.9% Q1'26: +0.2% (vs Q1'25)
  • Share dilution Conglomerates: +0.0%
    +0.6% Q1'26: +0.9% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Conglomerates: 1.28×
    5.07× Q1'26: 12.94× (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 (1.12) × ERP
WACC = 53% × Ke + 47% × Kd (8.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 14.51 Current price: 26.95
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 Sep 2009
actual
Sep 2010
actual
Sep 2011
actual
Sep 2012
actual
Sep 2013
actual
Sep 2014
actual
Sep 2015
actual
Sep 2016
actual
Sep 2017
actual
Sep 2018
actual
Sep 2019
actual
Sep 2020
actual
Sep 2021
actual
Sep 2022
actual
Sep 2023
actual
Sep 2024
actual
Sep 2025
actual
Sep 2026
2 Rev. Ana.
2 EPS Ana.
Sep 2027
2 Rev. Ana.
2 EPS Ana.
Sep 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
780.91M
est: 756.59M (+3.2%)
821.83M
est: 789.93M (+4.0%)
898.82M
est: 871.73M (+3.1%)
900.32M
est: 934.48M (-3.7%)
985.36M
est: 994.96M (-1.0%)
1.11B
est: 1.10B (+0.7%)
1.43B
est: 1.45B (-1.4%)
1.48B
est: 1.49B (-0.3%)
1.52B
est: 1.51B (+0.4%)
1.60B
est: 1.60B (+0.0%)
1.54B
est: 1.53B (+0.7%)
1.50B
est: 1.47B (+2.0%)
1.67B
est: 1.63B (+2.8%)
1.76B
est: 1.72B (+2.2%)
1.88B
est: 1.87B (+0.4%)
1.80B
est: 1.79B (+0.4%)
1.50B
est: 1.47B (+1.9%)
1.08B
1.07B – 1.09B
-26.6% YoY
1.06B
1.05B – 1.07B
-1.7% YoY
1.05B
1.04B – 1.06B
-1.0% YoY
EBITDA
131.21M
est: 128.77M (+1.9%)
141.49M
est: 133.61M (+5.9%)
143.73M
est: 138.98M (+3.4%)
118.72M
est: 124.91M (-5.0%)
124.26M
est: 132.99M (-6.6%)
114.62M
est: 122.80M (-6.7%)
166.57M
est: 155.28M (+7.3%)
188.20M
est: 178.42M (+5.5%)
193.46M
est: 189.29M (+2.2%)
214.82M
est: 210.65M (+2.0%)
99.26M
est: 86.88M (+14.2%)
46.09M
est: 29.69M (+55.2%)
165.73M
est: 126.20M (+31.3%)
24.43M
est: 116.01M (-78.9%)
187.83M
est: 132.68M (+41.6%)
77.14M
est: 127.62M (-39.6%)
150.85M
est: 104.81M (+43.9%)
76.98M
76.26M – 77.69M
-26.6% YoY
75.67M
74.96M – 76.39M
-1.7% YoY
74.88M
74.09M – 75.68M
-1.0% YoY
EBIT
100.91M
est: 99.64M (+1.3%)
114.16M
est: 108.73M (+5.0%)
116.07M
est: 111.59M (+4.0%)
89.89M
est: 93.57M (-3.9%)
86.39M
est: 94.57M (-8.6%)
71.75M
est: 82.82M (-13.4%)
103.95M
est: 87.58M (+18.7%)
122.72M
est: 116.57M (+5.3%)
125.48M
est: 110.06M (+14.0%)
137.84M
est: 130.45M (+5.7%)
8.46M
est: -8.63M (+198.0%)
-72.96M
est: -46.68M (-56.3%)
32.22M
est: 34.90M (-7.7%)
-79.63M
est: 33.60M (-337.0%)
91.30M
est: 23.68M (+285.6%)
-17.63M
est: 23.49M (-175.0%)
79.10M
est: 19.29M (+310.0%)
14.17M
14.04M – 14.30M
-26.6% YoY
13.93M
13.80M – 14.06M
-1.7% YoY
13.78M
13.64M – 13.93M
-1.0% YoY
Net Income
57.73M
est: 57.43M (+0.5%)
69.06M
est: 64.75M (+6.6%)
72.37M
est: 68.13M (+6.2%)
55.84M
est: 54.20M (+3.0%)
54.89M
est: 54.71M (+0.3%)
42.63M
est: 44.75M (-4.7%)
63.45M
est: 52.49M (+20.9%)
66.75M
est: 65.79M (+1.5%)
74.37M
est: 98.47M (-24.5%)
107.37M
est: 74.25M (+44.6%)
-37.99M
est: -50.35M (+24.6%)
-87.16M
est: -64.70M (-34.7%)
2.91M
est: -10.82M (+126.9%)
-99.83M
est: -18.53M (-438.9%)
39.29M
est: 33.19M (+18.4%)
-59.66M
est: 62.04M (-196.2%)
-24.47M
est: 29.70M (-182.4%)
33.90M
32.65M – 35.14M
+14.1% YoY
38.25M
36.24M – 40.26M
+12.8% YoY
46.65M
46.00M – 47.29M
+21.9% YoY
SGA
184.07M
est: 190.37M (-3.3%)
204.90M
est: 200.86M (+2.0%)
231.44M
est: 222.32M (+4.1%)
240.77M
est: 253.12M (-4.9%)
245.25M
est: 265.06M (-7.5%)
281.96M
est: 300.97M (-6.3%)
374.44M
est: 421.04M (-11.1%)
390.75M
est: 403.56M (-3.2%)
399.22M
est: 448.05M (-10.9%)
365.02M
est: 416.42M (-12.3%)
345.69M
est: 415.47M (-16.8%)
357.46M
est: 270.52M (+32.1%)
384.86M
est: 346.73M (+11.0%)
384.04M
est: 381.75M (+0.6%)
419.43M
est: 461.78M (-9.2%)
447.82M
est: 441.12M (+1.5%)
467.21M
est: 362.28M (+29.0%)
266.08M
263.61M – 268.54M
-26.6% YoY
261.57M
259.10M – 264.04M
-1.7% YoY
258.83M
256.08M – 261.58M
-1.0% YoY
EPS
1.90
est: 2.03 (-6.4%)
2.32
est: 2.07 (+12.1%)
2.47
est: 2.30 (+7.4%)
2.02
est: 2.43 (-16.9%)
2.01
est: 2.47 (-18.6%)
1.33
est: 2.34 (-43.2%)
1.93
est: 2.99 (-35.5%)
2.08
est: 3.30 (-36.9%)
2.31
est: 3.61 (-35.9%)
3.39
est: 3.94 (-13.9%)
-1.21
est: 3.27 (-137.0%)
-2.79
est: 2.75 (-201.5%)
0.09
est: 3.24 (-97.2%)
-3.18
est: 2.78 (-214.4%)
1.28
est: 1.07 (+19.1%)
-1.93
est: 2.00 (-196.7%)
-0.79
est: 0.96 (-182.7%)
1.09
1.05 – 1.13
+14.1% YoY
1.24
1.17 – 1.29
+13.3% YoY
1.50
1.48 – 1.52
+21.5% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C+ 2/5 1/5 2/5 3/5 1/5 1/5 4/5
2026-05-08 C+ 2/5 1/5 2/5 3/5 1/5 1/5 4/5
2026-05-07 C+ 2/5 1/5 2/5 3/5 1/5 1/5 4/5
2026-05-06 C+ 2/5 1/5 2/5 3/5 1/5 1/5 4/5
2026-05-05 C+ 2/5 1/5 2/5 3/5 1/5 1/5 4/5
2026-05-04 C+ 2/5 1/5 2/5 3/5 1/5 1/5 4/5
2026-05-01 C- 1/5 1/5 2/5 3/5 1/5 1/5 1/5
2026-04-30 C+ 2/5 1/5 2/5 3/5 1/5 2/5 4/5
2026-04-29 C+ 2/5 1/5 2/5 4/5 1/5 2/5 3/5
2026-04-28 C+ 2/5 1/5 2/5 4/5 1/5 2/5 3/5
2026-04-27 C+ 2/5 1/5 2/5 4/5 1/5 2/5 3/5
2026-04-24 C+ 2/5 1/5 2/5 4/5 1/5 2/5 3/5
2026-04-23 C+ 2/5 1/5 2/5 4/5 1/5 2/5 3/5
2026-04-22 C+ 2/5 1/5 2/5 4/5 1/5 2/5 3/5
2026-04-21 C+ 2/5 1/5 2/5 4/5 1/5 2/5 3/5
2026-04-20 C+ 2/5 1/5 2/5 4/5 1/5 2/5 3/5
2026-04-17 C+ 2/5 1/5 2/5 4/5 1/5 2/5 3/5
2026-04-16 C+ 2/5 1/5 2/5 4/5 1/5 2/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-177.83M
OE per share TTM
-5.67
Owner's Yield
-20.35%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
16.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
43
Total invested
19.28M
Insider transactions (90d)
0
Beneficial owners (>5%)
30
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 MATTHEWS INTERNATIONAL CORPORATION 16.17M 61.50% 16.17M 10.00 CO Pennsylvania 2014-03-24
2 (1) BlackRock, Inc. 5.39M 17.10% 5.28M 5.39M HC Delaware 2022-01-27
3 Neuberger Berman Group LLC 4.21M 13.82% 5.6K 3.53M 4.21M HC Delaware 2009-06-11
4 Neuberger Berman LLC 4.21M 13.82% 5.6K 3.53M 4.21M BD, IA Delaware 2009-06-11
5 Neuberger Berman Management LLC 3.53M 11.60% 3.53M 3.53M BD, IA Delaware 2009-06-11
6 Neuberger Berman Equity Funds 3.52M 11.56% 3.52M 3.52M IV Delaware 2009-06-11
7 BlackRock for purposes of Schedule 13G filings. 2.09M 6.90% 2.09M 2.09M HC Delaware 2010-01-29
8 Andrew A. Ziegler 1.90M 6.50% 1.82M 1.90M IN Wisconsin 2011-02-10
9 Artisan Investment Corporation 1.90M 6.50% 1.82M 1.90M HC Wisconsin 2011-02-10
10 Artisan Investments GP LLC 1.90M 6.50% 1.82M 1.90M HC Wisconsin 2011-02-10
11 Artisan Partners Holdings LP 1.90M 6.50% 1.82M 1.90M HC Wisconsin 2011-02-10
12 Carlene M. Ziegler 1.90M 6.50% 1.82M 1.90M IN Wisconsin 2011-02-10
13 ZFIC, Inc. 1.90M 6.50% 1.82M 1.90M HC Wisconsin 2011-02-10
14 (13-3669571) 1.77M 5.65% 1.77M 1.77M IA New York 2003-02-14
15 George S. Loening 1.77M 5.65% 1.77M 1.77M IN USA 2003-02-14
16 04-2683227 1.70M 6.19% 1.25M IA Massachusetts 2013-02-14
17 Inc. 1.69M 5.51% 1.69M 1.69M HC 2024-11-14
18 The Phoenix Holdings Ltd. 1.62M 5.14% 1.62M 1.62M CO Israel 2022-02-01
19 TAM UK Holdings Limited 1.60M 5.24% 1.60M 1.60M FI 2024-11-14
20 TAM UK International Holdings Limited 1.60M 5.24% 1.60M 1.60M FI 2024-11-14
21 TC Financing Ltd 1.60M 5.24% 1.60M 1.60M FI 2024-11-14
22 Threadneedle Asset Management Holdings Limited 1.60M 5.24% 1.60M 1.60M FI 2024-11-14
23 Threadneedle Asset Management Limited 1.60M 5.24% 1.60M 1.60M FI 2024-11-14
24 Threadneedle Holdings Limited 1.60M 5.24% 1.60M 1.60M FI 2024-11-14
25 Threadneedle Investment Services Limited 1.60M 5.24% 1.60M 1.60M FI 2024-11-14
26 Franklin Resources, Inc. 1.59M 5.80% 4.00 4.00 4.00 4.00 EP, IN Delaware 2013-02-12
27 52-0556948 1.44M 4.70% 807.8K 1.44M IA MARYLAND 2009-02-13
28 30-0447847 1.43M 4.50% 1.39M 1.43M IA Delaware Limited Partnership 2022-02-08
29 Artisan Partners Limited Partnership 963.3K 3.50% 882.0K 963.3K IA Delaware 2014-01-31
30 13-5521910 824.3K 6.21% 428.3K 396.0K 824.3K BD, IA Delaware 2001-02-02

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
43
-135 vs prev Q
New positions
6
Closed positions
138
Increased
18
Reduced
12
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 STEEL PARTNERS HOLDINGS L.P. 768.9K +768.9K (+100.0%) 20.08B +20.1B (+100.0%) 2.44% +2.444 pp 16.06% +16.061 pp USD26.12 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 4.41M +59.6K (+1.4%) 115.10M +9.6M (+9.1%) 14.01% +0.069 pp 0.00% +0.000 pp USD23.32 +12.0% 6 qtrs
3 VANGUARD GROUP INC 3.27M -7.6K (-0.2%) 85.36M +5.8M (+7.3%) 10.39% -0.115 pp 0.00% +0.000 pp USD56.35 -53.6% 84 qtrs
4 AMERIPRISE FINANCIAL INC 1.63M -18.6K (-1.1%) 42.60M +2.5M (+6.4%) 5.18% -0.105 pp 0.01% +0.000 pp USD28.71 -9.0% 55 qtrs
5 GAMCO INVESTORS, INC. ET AL 1.55M +136.8K (+9.7%) 40.59M +6.2M (+18.0%) 4.94% +0.396 pp 0.39% +0.056 pp USD29.15 -10.4% 64 qtrs
6 DIMENSIONAL FUND ADVISORS LP 1.53M +29.9K (+2.0%) 39.97M +3.5M (+9.7%) 4.86% +0.053 pp 0.01% +0.001 pp USD40.87 -36.1% 51 qtrs
7 STATE STREET CORP 1.22M -5.5K (-0.4%) 31.91M +2.1M (+7.1%) 3.88% -0.051 pp 0.00% +0.000 pp USD39.77 -34.3% 51 qtrs
8 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 1.08M +22.0K (+2.1%) 27.89M +2.5M (+10.0%) 3.42% +0.041 pp 0.05% +0.005 pp USD30.20 -13.5% 17 qtrs
9 PRIVATE CAPITAL MANAGEMENT, LLC 1.02M +680.3K (+201.1%) 26.61M +18.4M (+223.9%) 3.24% +2.153 pp 2.44% +1.705 pp USD25.51 +2.4% 2 qtrs
10 BARINGTON CAPITAL GROUP, L.P. 1.00M +87.2K (+9.6%) 26.12M +4.0M (+17.9%) 3.18% +0.252 pp 17.14% +0.501 pp USD25.48 +2.5% 15 qtrs
11 GEODE CAPITAL MANAGEMENT, LLC 740.9K +2.6K (+0.3%) 19.35M +1.4M (+8.0%) 2.35% -0.012 pp 0.00% +0.000 pp USD39.48 -33.8% 78 qtrs
12 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 624.6K +96.1K (+18.2%) 16.31M +3.5M (+27.1%) 1.99% +0.291 pp 0.00% +0.001 pp USD31.67 -17.5% 100 qtrs
13 ARISTOTLE CAPITAL BOSTON, LLC 596.5K -21.0K (-3.4%) 15.58M +588.5K (+3.9%) 1.90% -0.084 pp 0.86% +0.083 pp USD37.96 -31.2% 45 qtrs
14 PALISADE CAPITAL MANAGEMENT, LP 542.6K -76.9K (-12.4%) 14.17M -869.1K (-5.8%) 1.72% -0.262 pp 0.42% +0.011 pp USD26.11 +0.0% 22 qtrs
15 MORGAN STANLEY 533.5K +73.1K (+15.9%) 13.93M +2.8M (+24.7%) 1.70% +0.220 pp 0.00% +0.000 pp USD27.47 -4.9% 51 qtrs
16 BOSTON PARTNERS 443.3K -468.1K (-51.4%) 11.58M -10.5M (-47.7%) 1.41% -1.513 pp 0.01% -0.011 pp USD23.15 +12.8% 6 qtrs
17 QUINN OPPORTUNITY PARTNERS LLC 402.3K +— (+0.0%) 10.51M +740.3K (+7.6%) 1.28% -0.011 pp 0.44% -0.249 pp USD23.91 +9.2% 7 qtrs
18 BANK OF NEW YORK MELLON CORP 371.7K +27.8K (+8.1%) 9.71M +1.4M (+16.3%) 1.18% +0.079 pp 0.00% +0.000 pp USD37.17 -29.7% 66 qtrs
19 SIMCOE CAPITAL MANAGEMENT, LLC 335.5K +335.5K (+100.0%) 8.76M +8.8M (+100.0%) 1.07% +1.066 pp 1.57% +1.568 pp USD26.12 +0.0% 1 qtrs NEW
20 INVESCO LTD. 307.9K +119.9K (+63.8%) 8.04M +3.5M (+76.2%) 0.98% +0.376 pp 0.00% +0.001 pp USD29.67 -12.0% 57 qtrs
21 NORTHERN TRUST CORP 299.7K -16.3K (-5.1%) 7.83M +156.7K (+2.0%) 0.95% -0.060 pp 0.00% +0.000 pp USD38.39 -32.0% 51 qtrs
22 PROSHARE ADVISORS LLC 247.4K -7.9K (-3.1%) 6.46M +262.8K (+4.2%) 0.79% -0.032 pp 0.01% -0.002 pp USD32.81 -20.4% 72 qtrs
23 NEW YORK STATE COMMON RETIREMENT FUND 225.8K +— (+0.0%) 5.90M +415.4K (+7.6%) 0.72% -0.006 pp 0.01% +0.001 pp USD29.32 -10.9% 87 qtrs
24 SEI INVESTMENTS CO 206.5K +7.0K (+3.5%) 5.39M +550.6K (+11.4%) 0.66% +0.017 pp 0.01% +0.000 pp USD37.40 -30.2% 45 qtrs
25 BANK OF AMERICA CORP /DE/ 204.3K -53.1K (-20.6%) 5.34M -913.3K (-14.6%) 0.65% -0.176 pp 0.00% +0.000 pp USD26.30 -0.7% 52 qtrs
26 COLONY GROUP, LLC 200.7K +200.7K (+100.0%) 5.24M +5.2M (+100.0%) 0.64% +0.638 pp 0.01% +0.006 pp USD26.12 +0.0% 1 qtrs NEW
27 GRIZZLYROCK CAPITAL, LLC 173.1K +40.0K (+30.1%) 4.52M +1.3M (+39.9%) 0.55% +0.123 pp 3.38% +0.875 pp USD24.48 +6.7% 3 qtrs
28 GABELLI FUNDS LLC 169.6K +4.2K (+2.5%) 4.43M +413.1K (+10.3%) 0.54% +0.009 pp 0.03% +0.003 pp USD31.73 -17.7% 64 qtrs
29 UBS GROUP AG 151.7K +47.2K (+45.2%) 3.96M +1.4M (+56.2%) 0.48% +0.147 pp 0.00% +0.000 pp USD27.71 -5.7% 45 qtrs
30 PRINCIPAL FINANCIAL GROUP INC 146.7K -1.9K (-1.3%) 3.83M +223.4K (+6.2%) 0.47% -0.010 pp 0.00% +0.000 pp USD43.55 -40.0% 75 qtrs
31 RUSSELL INVESTMENTS GROUP, LTD. 140.5K -42.6K (-23.3%) 3.67M -776.0K (-17.5%) 0.45% -0.141 pp 0.00% -0.001 pp USD24.90 +4.9% 6 qtrs
32 MILL ROAD CAPITAL MANAGEMENT LLC 131.6K +131.6K (+100.0%) 3.44M +3.4M (+100.0%) 0.42% +0.418 pp 2.04% +2.042 pp USD26.12 +0.0% 1 qtrs NEW
33 KESTREL INVESTMENT MANAGEMENT CORP 115.9K -4.1K (-3.4%) 3.03M +114.0K (+3.9%) 0.37% -0.016 pp 1.72% +0.074 pp USD23.91 +9.2% 3 qtrs
34 GOLDMAN SACHS GROUP INC 115.4K +25.8K (+28.8%) 3.01M +839.3K (+38.6%) 0.37% +0.080 pp 0.00% +0.000 pp USD27.73 -5.8% 73 qtrs
35 KENNEDY CAPITAL MANAGEMENT LLC 113.5K -137.0 (-0.1%) 2.96M +205.4K (+7.4%) 0.36% -0.004 pp 0.06% +0.002 pp USD23.96 +9.0% 3 qtrs
36 PUBLIC SECTOR PENSION INVESTMENT BOARD 106.8K -13.4K (-11.1%) 2.79M -128.3K (-4.4%) 0.34% -0.046 pp 0.01% -0.001 pp USD29.33 -10.9% 47 qtrs
37 NEEDHAM INVESTMENT MANAGEMENT LLC 106.0K +30.5K (+40.4%) 2.77M +935.6K (+51.0%) 0.34% +0.095 pp 0.18% +0.047 pp USD23.85 +9.5% 4 qtrs
38 PEAK6 LLC 104.1K +104.1K (+100.0%) 2.72M +2.7M (+100.0%) 0.33% +0.331 pp 0.01% +0.005 pp USD26.12 +0.0% 1 qtrs NEW
39 INTECH INVESTMENT MANAGEMENT LLC 101.0K +70.3K (+228.3%) 2.64M +1.9M (+253.2%) 0.32% +0.223 pp 0.02% +0.017 pp USD25.47 +2.6% 5 qtrs
40 RENAISSANCE TECHNOLOGIES LLC 95.5K +95.5K (+100.0%) 2.49M +2.5M (+100.0%) 0.30% +0.304 pp 0.00% +0.004 pp USD26.12 +0.0% 23 qtrs
41 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 93.4K -1.2K (-1.3%) 2.44M +141.6K (+6.2%) 0.30% -0.007 pp 0.00% +0.000 pp USD24.05 +8.6% 5 qtrs
42 SKYLANDS CAPITAL, LLC 91.5K -27.4K (-23.0%) 2.39M -497.0K (-17.2%) 0.29% -0.090 pp 0.32% -0.075 pp USD22.95 +13.8% 12 qtrs
43 RHUMBLINE ADVISERS 90.5K -5.1K (-5.3%) 2.36M +43.3K (+1.9%) 0.29% -0.019 pp 0.00% +0.000 pp USD40.54 -35.6% 52 qtrs
44 CENTERBOOK PARTNERS LP 87.6K -52.9K (-37.7%) 2.29M -1.1M (-32.9%) 0.28% -0.172 pp 0.11% -0.057 pp USD23.98 +8.9% 3 qtrs
45 CITADEL ADVISORS LLC 87.0K -77.3K (-47.1%) 2.27M -1.7M (-43.0%) 0.28% -0.250 pp 0.00% 0.000 pp USD24.47 +6.7% 38 qtrs
46 PRICE T ROWE ASSOCIATES INC /MD/ 81.1K +606.0 (+0.8%) 2.12M +165.0K (+8.4%) 0.26% 0.000 pp 0.00% +0.000 pp USD40.31 -35.2% 75 qtrs
47 LEGAL & GENERAL GROUP PLC 71.3K -7.0K (-8.9%) 1.86M -38.8K (-2.0%) 0.23% -0.024 pp 0.00% +0.000 pp USD52.62 -50.4% 46 qtrs
48 UBS ASSET MANAGEMENT AMERICAS INC 67.8K +5.8K (+9.3%) 1.77M +264.9K (+17.6%) 0.22% +0.017 pp 0.00% +0.000 pp USD27.54 -5.2% 51 qtrs
49 NUVEEN, LLC 62.3K -2.6K (-4.1%) 1.63M +50.5K (+3.2%) 0.20% -0.010 pp 0.00% +0.000 pp USD22.24 +17.4% 4 qtrs
50 60.6K +60.6K (+100.0%) 1.58M +1.6M (+100.0%) 0.19% +0.193 pp 1.23% +1.230 pp USD26.12 +0.0% 1 qtrs NEW
51 AMERICAN CENTURY COMPANIES INC 58.0K -12.6K (-17.9%) 1.51M -200.4K (-11.7%) 0.18% -0.042 pp 0.00% 0.000 pp USD30.61 -14.7% 12 qtrs
52 VERITION FUND MANAGEMENT LLC 57.3K -28.0K (-32.8%) 1.50M -573.2K (-27.7%) 0.18% -0.091 pp 0.01% -0.003 pp USD23.91 +9.2% 5 qtrs
53 SWISS NATIONAL BANK 57.1K +— (+0.0%) 1.49M +105.1K (+7.6%) 0.18% -0.002 pp 0.00% +0.000 pp USD41.14 -36.5% 51 qtrs
54 POLAR ASSET MANAGEMENT PARTNERS INC. 52.9K -375.6K (-87.6%) 1.38M -9.0M (-86.7%) 0.17% -1.206 pp 0.02% -0.099 pp USD23.61 +10.6% 6 qtrs
55 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 48.2K -200.0 (-0.4%) 1.26M +84.0K (+7.1%) 0.15% -0.002 pp 0.00% +0.000 pp USD39.63 -34.1% 51 qtrs
56 BARCLAYS PLC 46.8K -6.0K (-11.4%) 1.22M -2.7K (-0.2%) 0.15% -0.021 pp 0.00% +0.000 pp USD25.14 +3.9% 51 qtrs
57 ALLIANCEBERNSTEIN L.P. 40.8K -3.9K (-8.7%) 1.06M -19.0K (-1.7%) 0.13% -0.014 pp 0.00% +0.000 pp USD34.99 -25.4% 61 qtrs
58 WELLS FARGO & COMPANY/MN 37.4K +11.6K (+45.1%) 975.9K +350.7K (+56.1%) 0.12% +0.036 pp 0.00% +0.000 pp USD29.08 -10.2% 57 qtrs
59 TWO SIGMA INVESTMENTS, LP 33.8K +15.8K (+87.5%) 883.5K +445.5K (+101.7%) 0.11% +0.050 pp 0.00% +0.001 pp USD28.82 -9.4% 18 qtrs
60 CAPTRUST FINANCIAL ADVISORS 33.5K +17.0K (+103.1%) 874.9K +474.5K (+118.5%) 0.11% +0.054 pp 0.00% +0.001 pp USD25.21 +3.6% 2 qtrs
61 EQUITABLE TRUST CO 29.0K +20.1K (+223.6%) 758.7K +540.7K (+248.1%) 0.09% +0.064 pp 0.03% +0.024 pp USD25.55 +2.2% 2 qtrs
62 GREAT WEST LIFE ASSURANCE CO /CAN/ 29.0K +1.4K (+5.1%) 756.0K +98.0K (+14.9%) 0.09% +0.004 pp 0.00% +0.000 pp USD33.05 -21.0% 49 qtrs
63 PRUDENTIAL FINANCIAL INC 28.8K -2.0K (-6.6%) 753.1K +3.6K (+0.5%) 0.09% -0.007 pp 0.00% +0.000 pp USD25.91 +0.8% 75 qtrs
64 BROWN BROTHERS HARRIMAN & CO 27.3K +— (+0.0%) 712.0K +50.2K (+7.6%) 0.09% -0.001 pp 0.00% 0.000 pp USD33.94 -23.0% 37 qtrs
65 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 26.9K -20.0 (-0.1%) 702.5K +49.0K (+7.5%) 0.09% -0.001 pp 0.00% +0.000 pp USD38.21 -31.6% 52 qtrs
66 NORTHCREST ASSET MANANGEMENT, LLC 26.8K -15.0 (-0.1%) 702.0K +68.8K (+10.9%) 0.09% -0.001 pp 0.02% +0.001 pp USD32.78 -20.3% 17 qtrs
67 DEUTSCHE BANK AG\ 26.2K +1.2K (+5.0%) 684.9K +78.5K (+12.9%) 0.08% +0.003 pp 0.00% +0.000 pp USD28.00 -6.7% 50 qtrs
68 UMB BANK, N.A. 26.1K +80.0 (+0.3%) 682.9K +50.0K (+7.9%) 0.08% -0.001 pp 0.01% 0.000 pp USD23.95 +9.1% 8 qtrs
69 PNC FINANCIAL SERVICES GROUP, INC. 26.1K +55.0 (+0.2%) 682.3K +49.4K (+7.8%) 0.08% -0.001 pp 0.00% +0.000 pp USD33.71 -22.5% 51 qtrs
70 PEAPACK GLADSTONE FINANCIAL CORP 26.0K +26.0K (+100.0%) 679.0K +679.0K (+100.0%) 0.08% +0.083 pp 0.01% +0.009 pp USD26.12 +0.0% 1 qtrs NEW
71 MILLENNIUM MANAGEMENT LLC 24.1K -11.8K (-32.8%) 630.2K -241.1K (-27.7%) 0.08% -0.038 pp 0.00% 0.000 pp USD24.28 +7.6% 37 qtrs
72 HSBC HOLDINGS PLC 23.1K +23.1K (+100.0%) 602.7K +602.7K (+100.0%) 0.07% +0.073 pp 0.00% +0.000 pp USD26.12 +0.0% 1 qtrs NEW
73 INSPIRE INVESTING, LLC 22.2K -439.0 (-1.9%) 580.6K +30.2K (+5.5%) 0.07% -0.002 pp 0.05% -0.001 pp USD30.45 -14.2% 18 qtrs
74 JANE STREET GROUP, LLC 21.7K -3.2K (-12.9%) 566.8K -37.8K (-6.2%) 0.07% -0.011 pp 0.00% +0.000 pp USD24.28 +7.6% 2 qtrs
75 XTX TOPCO LTD 21.3K +21.3K (+100.0%) 555.1K +555.1K (+100.0%) 0.07% +0.068 pp 0.01% +0.015 pp USD26.12 +0.0% 3 qtrs
76 THRIVENT FINANCIAL FOR LUTHERANS 21.2K -1.1K (-4.8%) 553.0K +14.0K (+2.6%) 0.07% -0.004 pp 0.00% 0.000 pp USD42.31 -38.3% 47 qtrs
77 SUSQUEHANNA INTERNATIONAL GROUP, LLP 17.9K -2.4K (-11.8%) 467.5K -25.3K (-5.1%) 0.06% -0.008 pp 0.00% +0.000 pp USD23.33 +12.0% 6 qtrs
78 METLIFE INVESTMENT MANAGEMENT, LLC 17.4K +— (+0.0%) 454.0K +32.0K (+7.6%) 0.06% -0.001 pp 0.00% +0.000 pp USD43.67 -40.2% 33 qtrs
79 STATE OF ALASKA, DEPARTMENT OF REVENUE 17.3K +184.0 (+1.1%) 450.0K +36.0K (+8.7%) 0.05% +0.000 pp 0.00% +0.001 pp USD39.71 -34.2% 37 qtrs
80 ARS INVESTMENT PARTNERS, LLC 17.2K +5.8K (+51.1%) 449.5K +173.0K (+62.6%) 0.05% +0.018 pp 0.03% +0.008 pp USD24.71 +5.7% 3 qtrs
81 QUEST PARTNERS LLC 17.1K +11.5K (+207.4%) 445.7K +310.9K (+230.7%) 0.05% +0.036 pp 0.02% +0.016 pp USD26.63 -1.9% 8 qtrs
82 SG AMERICAS SECURITIES, LLC 15.4K +5.4K (+54.9%) 401.0K +160.0K (+66.4%) 0.05% +0.017 pp 0.00% 0.000 pp USD24.93 +4.8% 7 qtrs
83 ILLINOIS MUNICIPAL RETIREMENT FUND 15.2K -891.0 (-5.5%) 396.6K +6.3K (+1.6%) 0.05% -0.003 pp 0.01% +0.000 pp USD37.72 -30.8% 10 qtrs
84 PHOENIX HOLDINGS LTD. 14.3K -7.6K (-34.7%) 374.3K -159.5K (-29.9%) 0.05% -0.025 pp 0.00% -0.002 pp USD38.50 -32.2% 22 qtrs
85 LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM 14.1K -100.0 (-0.7%) 368.3K +23.5K (+6.8%) 0.04% -0.001 pp 0.01% +0.001 pp USD25.39 +2.9% 49 qtrs
86 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 13.9K -161.0 (-1.1%) 361.9K +21.6K (+6.3%) 0.04% -0.001 pp 0.00% +0.000 pp USD24.45 +6.8% 7 qtrs
87 AQUATIC CAPITAL MANAGEMENT LLC 13.7K +5.7K (+72.2%) 357.5K +164.5K (+85.2%) 0.04% +0.018 pp 0.01% +0.007 pp USD25.05 +4.3% 2 qtrs
88 JPMORGAN CHASE & CO 13.2K +82.0 (+0.6%) 345.0K +26.3K (+8.3%) 0.04% 0.000 pp 0.00% +0.000 pp USD30.75 -15.1% 51 qtrs
89 JANUS HENDERSON GROUP PLC 12.9K +— (+0.0%) 336.5K +23.2K (+7.4%) 0.04% 0.000 pp 0.00% +0.000 pp USD36.06 -27.6% 12 qtrs
90 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 12.8K +— (+0.0%) 333.6K +23.5K (+7.6%) 0.04% 0.000 pp 0.01% +0.000 pp USD19.56 +33.5% 23 qtrs
91 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 10.7K -266.0 (-2.4%) 281.0K +14.0K (+5.2%) 0.03% -0.001 pp 0.00% +0.000 pp USD37.46 -30.3% 20 qtrs
92 FIRST NATIONAL TRUST CO 10.7K +— (+0.0%) 279.5K +19.7K (+7.6%) 0.03% 0.000 pp 0.01% +0.000 pp USD34.32 -23.9% 52 qtrs
93 CITIGROUP INC 10.7K -2.4K (-18.7%) 278.7K -39.8K (-12.5%) 0.03% -0.008 pp 0.00% +0.000 pp USD29.80 -12.3% 54 qtrs
94 EMERALD MUTUAL FUND ADVISERS TRUST 10.6K +10.6K (+100.0%) 278.0K +278.0K (+100.0%) 0.03% +0.034 pp 0.01% +0.014 pp USD26.12 +0.0% 1 qtrs NEW
95 F/M INVESTMENTS LLC 10.6K +10.6K (+100.0%) 278.0K +278.0K (+100.0%) 0.03% +0.034 pp 0.01% +0.011 pp USD26.12 +0.0% 1 qtrs NEW
96 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 9.9K +— (+0.0%) 257.5K +18.1K (+7.6%) 0.03% 0.000 pp 0.00% +0.000 pp USD31.04 -15.9% 44 qtrs
97 JANNEY MONTGOMERY SCOTT LLC 9.8K +1.4K (+16.6%) 257.0K +52.0K (+25.4%) 0.03% +0.004 pp 0.00% +0.000 pp USD24.22 +7.8% 50 qtrs
98 KESTRA ADVISORY SERVICES, LLC 9.4K +9.4K (+100.0%) 245.5K +245.5K (+100.0%) 0.03% +0.030 pp 0.00% +0.001 pp USD26.12 +0.0% 1 qtrs NEW
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 128 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 F/m Emerald Special Situations ETF SPIT 1.20% 346.6K 0.89%
2 ProShares - Russell 2000 Dividend Growers ETF SMDV 1.00% 6.86M 0.40%
3 Invesco S&P SmallCap Value with Momentum ETF XSVM 0.67% 4.41M 0.37%
4 Gabelli Love Our Planet & People ETF LOPP 0.51% 93.0K 0.90%
5 Invesco NASDAQ Future Gen 200 ETF QQQS 0.50% 110.2K 0.20%
6 Invesco S&P SmallCap Consumer Discretionary ETF PSCD 0.33% 77.3K 0.29%
7 Invesco S&P SmallCap 600 Pure Value ETF RZV 0.30% 853.4K 0.35%
8 Inspire Small/Mid Cap ETF ISMD 0.20% 664.7K 0.53%
9 WisdomTree U.S. SmallCap Dividend Fund DES 0.20% 4.32M 0.38%
10 State Street SPDR US Small Cap Low Volatility Index ETF SMLV 0.17% 426.6K 0.12%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
2.29
Bullish
Ratio by volume
2.56
Bullish
Buys
16
Sells
7
Shares acquired
82.0K
Shares disposed
32.0K
Cash buys
Cash sales
Net activity
+50,004
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
2026-03-19 SCHAWK DAVID A Director G-Gift A Class A Common Stock 4,668 0.00 220,206 I
2026-03-12 Wlodarczyk Francis Director A-Award A Restricted Share Units 5,556 0.00 5,556 D
2026-03-12 SCHAWK DAVID A Director A-Award A Restricted Share Units 5,556 0.00 5,556 D
2026-03-12 Richards Aleta W. Director A-Award A Restricted Share Units 5,556 0.00 5,556 D
2026-03-12 OBRIEN MORGAN K Director A-Award A Restricted Share Units 5,556 0.00 5,556 D
2026-03-12 Nauman J Michael Director A-Award A Restricted Share Units 5,556 0.00 5,556 D
2026-03-12 Gebhardt Thomas Director A-Award A Restricted Share Units 5,556 0.00 5,556 D
2026-03-12 Etzkorn Lillian Director A-Award A Restricted Share Units 5,556 0.00 5,556 D
2026-03-12 Dietze Katherine Elizabeth Director A-Award A Restricted Share Units 5,556 0.00 5,556 D
2026-03-12 DUNLAP TERRY L Director A-Award A Restricted Share Units 5,556 0.00 5,556 D
2026-03-07 Wlodarczyk Francis Director M-Exempt D Restricted Share Units 3,989 0.00 0 D
2026-03-07 SCHAWK DAVID A Director M-Exempt A Class A Common Stock 4,668 0.00 4,668 D
2026-03-07 Richards Aleta W. Director M-Exempt D Restricted Share Units 4,668 0.00 0 D
2026-03-07 OBRIEN MORGAN K Director M-Exempt D Restricted Share Units 4,668 0.00 0 D
2026-03-07 Etzkorn Lillian Director M-Exempt D Restricted Share Units 4,668 0.00 0 D
2026-03-07 Dietze Katherine Elizabeth Director M-Exempt D Restricted Share Units 4,668 0.00 0 D
2026-03-07 DUNLAP TERRY L Director M-Exempt D Restricted Share Units 4,668 0.00 0 D
2025-12-19 Lane Lee Officer A-Award A Restricted Share Units 22,470 0.00 22,470 D
2025-12-15 GARCIA TUNON ALVARO Director A-Award A Deferred Stock Units under 2019 Director Fee Plan 400 0.00 33,935 D
2025-12-01 Stopar Daniel E Officer Class A Common Stock 0 0.00 29,835 D
2025-11-20 Walters Brian D Officer M-Exempt D Restricted Share Units 6,000 0.00 0 D
2025-11-20 NICOLA STEVEN F Officer M-Exempt D Restricted Share Units 11,400 0.00 0 D
2025-11-20 Lane Lee Officer M-Exempt D Restricted Share Units 4,620 0.00 0 D
2025-11-20 Gackenbach Steven D Officer M-Exempt D Restricted Share Units 6,900 0.00 0 D
2025-11-20 Brkovich Davor Officer M-Exempt D Restricted Share Units 1,800 0.00 0 D
2025-11-20 BARTOLACCI JOSEPH C Director / Officer M-Exempt D Restricted Share Units 45,000 0.00 0 D
2025-11-20 Awenowicz Ronald C Officer F-InKind D Class A Common Stock 1,566 25.10 39.3K 12,012 D
2025-11-17 Walters Brian D Officer A-Award A Restricted Share Units 24,000 0.00 24,000 D
2025-11-17 Gackenbach Steven D Officer A-Award A Restricted Share Units 28,500 0.00 28,500 D
2025-11-17 Brkovich Davor Officer A-Award A Restricted Share Units 7,150 0.00 7,150 D
2025-11-17 BARTOLACCI JOSEPH C Director / Officer A-Award A Restricted Share Units 145,800 0.00 145,800 D
2025-11-17 Awenowicz Ronald C Officer A-Award A Restricted Share Units 12,430 0.00 12,430 D
2025-11-14 Walters Brian D Officer M-Exempt D Restricted Share Units 8,000 0.00 12,000 D
2025-11-14 NICOLA STEVEN F Officer M-Exempt D Restricted Share Units 15,200 0.00 22,800 D
2025-11-14 Lane Lee Officer M-Exempt A Class A Common Stock 6,160 0.00 13,617 D
2025-11-14 Gackenbach Steven D Officer M-Exempt D Restricted Share Units 9,200 0.00 13,800 D
2025-11-14 Brkovich Davor Officer M-Exempt D Restricted Share Units 2,400 0.00 3,600 D
2025-11-14 BARTOLACCI JOSEPH C Director / Officer M-Exempt D Restricted Share Units 60,000 0.00 90,000 D
2025-11-14 Awenowicz Ronald C Officer M-Exempt D Restricted Share Units 2,400 0.00 3,600 D
2025-08-25 GARCIA TUNON ALVARO Director A-Award A Deferred Stock Units under 2019 Director Fee Plan 422 0.00 33,535 D
2025-05-31 Lane Lee Officer F-InKind D Class A Common Stock 910 21.45 19.5K 7,457 D
2025-05-26 GARCIA TUNON ALVARO Director A-Award A Deferred Stock Units under 2019 Director Fee Plan 487 0.00 33,113 D
2025-05-15 SCHAWK DAVID A Director G-Gift D Class A Common Stock 3,777 0.00 0 D
2025-05-08 Nauman J Michael Director P-Purchase A Class A Common Stock 7 19.22 134.54 5,081 D
2025-05-07 Nauman J Michael Director P-Purchase A Class A Common Stock 1,074 19.10 20.5K 5,074 D
2025-03-13 Wlodarczyk Francis Director A-Award A Restricted Share Units 6,228 0.00 6,228 D
2025-03-13 SCHAWK DAVID A Director A-Award A Restricted Share Units 6,228 0.00 6,228 D
2025-03-13 Richards Aleta W. Director A-Award A Restricted Share Units 6,228 0.00 6,228 D
2025-03-13 OBRIEN MORGAN K Director A-Award A Restricted Share Units 6,228 0.00 6,228 D
2025-03-13 Nauman J Michael Director A-Award A Restricted Share Units 6,228 0.00 6,228 D
2025-03-13 Gebhardt Thomas Director A-Award A Restricted Share Units 6,228 0.00 6,228 D
2025-03-13 GARCIA TUNON ALVARO Director A-Award A Restricted Share Units 6,228 0.00 6,228 D
2025-03-13 Etzkorn Lillian Director A-Award A Restricted Share Units 6,228 0.00 6,228 D
2025-03-13 Dietze Katherine Elizabeth Director A-Award A Restricted Share Units 6,228 0.00 6,228 D
2025-03-13 DUNLAP TERRY L Director A-Award A Restricted Share Units 6,228 0.00 6,228 D
2025-03-09 SCHAWK DAVID A Director M-Exempt D Restricted Share Units 3,777 0.00 0 D
2025-03-09 Richards Aleta W. Director M-Exempt D Restricted Share Units 3,777 0.00 0 D
2025-03-09 OBRIEN MORGAN K Director M-Exempt D Restricted Share Units 3,777 0.00 0 D
2025-03-09 GARCIA TUNON ALVARO Director M-Exempt D Restricted Share Units 3,777 0.00 0 D
2025-03-09 Etzkorn Lillian Director M-Exempt A Class A Common Stock 3,777 0.00 13,663 D
2025-03-09 Dietze Katherine Elizabeth Director M-Exempt D Restricted Share Units 3,777 0.00 0 D
2025-03-09 DUNLAP TERRY L Director M-Exempt A Class A Common Stock 3,777 0.00 28,687 D
2025-02-24 Nauman J Michael Director P-Purchase A Class A Common Stock 4,000 24.59 98.4K 4,000 D
2025-02-24 GARCIA TUNON ALVARO Director A-Award A Deferred Stock Units under 2019 Director Fee Plan 373 0.00 28,551 D
2025-02-20 Nauman J Michael Director 0 0.00 0
2025-02-17 Gebhardt Thomas Director 0 0.00 0
2024-12-16 Whitaker Jerry R. Director A-Award A Deferred Stock Units under 2019 Director Fee Plan 75 0.00 4,790 D
2024-12-16 GARCIA TUNON ALVARO Director A-Award A Deferred Stock Units under 2019 Director Fee Plan 304 0.00 28,178 D
2024-11-21 Walters Brian D Officer M-Exempt A Class A Common Stock 10,200 0.00 79,733 D
2024-11-21 NICOLA STEVEN F Officer M-Exempt A Class A Common Stock 17,100 0.00 195,416 D
2024-11-21 Kohl Gary Raymond Officer M-Exempt A Class A Common Stock 10,200 0.00 66,372 D
2024-11-21 Gurtner Reena Officer M-Exempt D Restricted Share Units 1,800 0.00 0 D
2024-11-21 Gackenbach Steven D Officer F-InKind D Class A Common Stock 4,435 25.26 112.0K 98,946 D
2024-11-21 Brkovich Davor Officer M-Exempt D Restricted Share Units 1,800 0.00 0 D
2024-11-21 BARTOLACCI JOSEPH C Director / Officer M-Exempt A Class A Common Stock 60,000 0.00 551,047 D
2024-11-21 Awenowicz Ronald C Officer M-Exempt D Restricted Share Units 1,800 0.00 0 D
2024-11-18 Walters Brian D Officer A-Award A Restricted Share Units 25,000 0.00 25,000 D
2024-11-18 NICOLA STEVEN F Officer A-Award A Restricted Share Units 38,000 0.00 38,000 D
2024-11-18 Lane Lee Officer A-Award A Restricted Share Units 21,500 0.00 21,500 D
2024-11-18 Kohl Gary Raymond Officer A-Award A Restricted Share Units 21,500 0.00 21,500 D
2024-11-18 Gurtner Reena Officer A-Award A Restricted Share Units 7,500 0.00 7,500 D
2024-11-18 Gackenbach Steven D Officer A-Award A Restricted Share Units 25,000 0.00 25,000 D
2024-11-18 Brkovich Davor Officer A-Award A Restricted Share Units 7,500 0.00 7,500 D
2024-11-18 Babe Gregory S. Director / Officer A-Award A Restricted Share Units 10,000 0.00 10,000 D
2024-11-18 BARTOLACCI JOSEPH C Director / Officer A-Award A Restricted Share Units 145,800 0.00 145,800 D
2024-11-18 Awenowicz Ronald C Officer A-Award A Restricted Share Units 7,500 0.00 7,500 D
2024-11-17 Walters Brian D Officer M-Exempt D Restricted Share Units 17,900 0.00 10,200 D
2024-11-17 NICOLA STEVEN F Officer M-Exempt D Restricted Share Units 26,900 0.00 17,100 D
2024-11-17 Kohl Gary Raymond Officer M-Exempt D Restricted Share Units 19,100 0.00 10,200 D
2024-11-17 Gurtner Reena Officer M-Exempt A Class A Common Stock 2,400 0.00 9,219 D
2024-11-17 Gackenbach Steven D Officer M-Exempt D Restricted Share Units 18,900 0.00 10,200 D
2024-11-17 Brkovich Davor Officer M-Exempt A Class A Common Stock 9,300 0.00 18,329 D
2024-11-17 Babe Gregory S. Director / Officer M-Exempt D Restricted Share Units 35,000 0.00 65,000 D
2024-11-17 BARTOLACCI JOSEPH C Director / Officer M-Exempt D Restricted Share Units 40,000 0.00 60,000 D
2024-11-17 Awenowicz Ronald C Officer M-Exempt D Restricted Share Units 2,400 0.00 3,600 D
2024-08-19 Whitaker Jerry R. Director A-Award A Deferred Stock Units under 2019 Director Fee Plan 84 0.00 4,715
2024-08-19 GARCIA TUNON ALVARO Director A-Award A Deferred Stock Units under 2019 Director Fee Plan 339 0.00 27,874
2024-05-31 Lane Lee Officer M-Exempt A Class A Common Stock 2,031 0.00 7,218
2024-05-20 Whitaker Jerry R. Director A-Award A Deferred Stock Units under 2019 Director Fee Plan 73 0.00 4,631
2024-05-20 GARCIA TUNON ALVARO Director A-Award A Deferred Stock Units under 2019 Director Fee Plan 296 0.00 27,535
2024-05-15 SCHAWK DAVID A Director G-Gift A Class A Common Stock 4,263 0.00 211,761
2024-05-14 Wlodarczyk Francis Director A-Award A Restricted Share Units 3,989 0.00 3,989
2024-04-23 Wlodarczyk Francis Director 0 0.00 0
2024-03-10 Whitaker Jerry R. Director M-Exempt A Class A Common Stock 4,263 0.00 26,221
2024-03-10 SCHAWK DAVID A Director M-Exempt A Class A Common Stock 4,263 0.00 4,263
2024-03-10 OBRIEN MORGAN K Director M-Exempt A Class A Common Stock 4,263 0.00 32,850
2024-03-10 GARCIA TUNON ALVARO Director M-Exempt A Deferred Stock Units under 2019 Director Fee Plan 4,263 0.00 26,976
2024-03-10 Etzkorn Lillian Director M-Exempt A Class A Common Stock 4,263 0.00 9,886
2024-03-10 Dietze Katherine Elizabeth Director M-Exempt D Restricted Share Units 4,263 0.00 0
2024-03-10 DUNLAP TERRY L Director M-Exempt A Class A Common Stock 4,263 0.00 24,910
2024-03-07 Whitaker Jerry R. Director A-Award A Restricted Share Units 4,668 0.00 4,668
2024-03-07 SCHAWK DAVID A Director A-Award A Restricted Share Units 4,668 0.00 4,668
2024-03-07 Richards Aleta W. Director A-Award A Restricted Share Units 4,668 0.00 4,668
2024-03-07 OBRIEN MORGAN K Director A-Award A Restricted Share Units 4,668 0.00 4,668
2024-03-07 GARCIA TUNON ALVARO Director A-Award A Restricted Share Units 4,668 0.00 4,668
2024-03-07 Etzkorn Lillian Director A-Award A Restricted Share Units 4,668 0.00 4,668
2024-03-07 Dietze Katherine Elizabeth Director A-Award A Restricted Share Units 4,668 0.00 4,668
2024-03-07 DUNLAP TERRY L Director A-Award A Restricted Share Units 4,668 0.00 4,668
2024-02-19 Whitaker Jerry R. Director A-Award A Deferred Stock Units under 2019 Director Fee Plan 75 0.00 4,558
2024-02-19 GARCIA TUNON ALVARO Director A-Award A Deferred Stock Units under 2019 Director Fee Plan 262 0.00 22,713
2023-12-19 BARTOLACCI JOSEPH C Director / Officer G-Gift D Class A Common Stock 7,275 0.00 451,047
2023-12-11 Whitaker Jerry R. Director A-Award A Deferred Stock Units under 2019 Director Fee Plan 60 0.00 4,483
2023-12-11 GARCIA TUNON ALVARO Director A-Award A Deferred Stock Units under 2019 Director Fee Plan 215 0.00 22,451
2023-11-16 Walters Brian D Officer F-InKind D Class A Common Stock 14,124 38.07 537.7K 59,470
2023-11-16 NICOLA STEVEN F Officer M-Exempt D Restricted Share Units 37,900 0.00 0
2023-11-16 Kohl Gary Raymond Officer F-InKind D Class A Common Stock 21,789 38.07 829.5K 46,639
2023-11-16 Gurtner Reena Officer M-Exempt D Restricted Share Units 2,000 0.00 0
2023-11-16 Gackenbach Steven D Officer F-InKind D Class A Common Stock 14,028 38.07 534.0K 82,499
2023-11-16 Brkovich Davor Officer M-Exempt D Restricted Share Units 6,100 0.00 0
2023-11-16 Babe Gregory S. Director / Officer F-InKind D Class A Common Stock 9,285 38.07 353.5K 66,098
2023-11-16 BARTOLACCI JOSEPH C Director / Officer M-Exempt A Class A Common Stock 203,250 0.00 546,717
2023-11-16 Awenowicz Ronald C Officer F-InKind D Class A Common Stock 1,284 38.07 48.9K 5,000
2023-11-13 Walters Brian D Officer A-Award A Restricted Share Units 17,500 0.00 17,500
2023-11-13 NICOLA STEVEN F Officer A-Award A Restricted Share Units 30,000 0.00 30,000
2023-11-13 Lane Lee Officer A-Award A Restricted Share Units 12,000 0.00 12,000
2023-11-13 Kohl Gary Raymond Officer A-Award A Restricted Share Units 15,500 0.00 15,500
2023-11-13 Gurtner Reena Officer A-Award A Restricted Share Units 4,200 0.00 4,200
2023-11-13 Gackenbach Steven D Officer A-Award A Restricted Share Units 19,500 0.00 19,500
2023-11-13 Brkovich Davor Officer A-Award A Restricted Share Units 4,200 0.00 4,200
2023-11-13 BARTOLACCI JOSEPH C Director / Officer A-Award A Restricted Share Units 100,000 0.00 100,000
2023-11-13 Awenowicz Ronald C Officer A-Award A Restricted Share Units 4,200 0.00 4,200
2023-08-21 Whitaker Jerry R. Director A-Award A Deferred Stock Units under 2019 Director Fee Plan 47 0.00 4,423
2023-08-21 GARCIA TUNON ALVARO Director A-Award A Deferred Stock Units under 2019 Director Fee Plan 166 0.00 22,236
2023-08-09 Richards Aleta W. Director P-Purchase A Class A Common Stock 1,090 45.60 49.7K 1,090
2023-05-31 Lane Lee Officer F-InKind D Class A Common Stock 2,068 38.86 80.4K 5,187
2023-05-22 Whitaker Jerry R. Director A-Award A Deferred Stock Units under 2019 Director Fee Plan 50 0.00 4,376
2023-05-22 GARCIA TUNON ALVARO Director A-Award A Deferred Stock Units under 2019 Director Fee Plan 178 0.00 22,070
2023-05-04 SCHAWK DAVID A Director G-Gift D Class A Common Stock 2,988 0.00 0
2023-03-11 Whitaker Jerry R. Director M-Exempt A Class A Common Stock 2,988 0.00 21,958
2023-03-11 SCHAWK DAVID A Director M-Exempt A Class A Common Stock 2,988 0.00 2,988
2023-03-11 OBRIEN MORGAN K Director M-Exempt D Restricted Share Units 2,988 0.00 0
2023-03-11 GARCIA TUNON ALVARO Director M-Exempt D Restricted Share Units 2,988 0.00 0
2023-03-11 Etzkorn Lillian Director M-Exempt D Restricted Share Units 2,988 0.00 0
2023-03-11 Dietze Katherine Elizabeth Director M-Exempt A Class A Common Stock 2,988 0.00 36,395
2023-03-11 DUNLAP TERRY L Director M-Exempt D Restricted Share Units 2,988 0.00 0
2023-03-09 Whitaker Jerry R. Director A-Award A Restricted Share Units 3,777 0.00 3,777
2023-03-09 SCHAWK DAVID A Director A-Award A Restricted Share Units 3,777 0.00 3,777
2023-03-09 Richards Aleta W. Director A-Award A Restricted Share Units 3,777 0.00 3,777
2023-03-09 OBRIEN MORGAN K Director A-Award A Restricted Share Units 3,777 0.00 3,777
2023-03-09 GARCIA TUNON ALVARO Director A-Award A Restricted Share Units 3,777 0.00 3,777
2023-03-09 Etzkorn Lillian Director A-Award A Restricted Share Units 3,777 0.00 3,777
2023-03-09 Dietze Katherine Elizabeth Director A-Award A Restricted Share Units 3,777 0.00 3,777
2023-03-09 DUNLAP TERRY L Director A-Award A Restricted Share Units 3,777 0.00 3,777
2023-02-20 Whitaker Jerry R. Director A-Award A Deferred Stock Units under 2019 Director Fee Plan 50 0.00 4,325
2023-02-20 GARCIA TUNON ALVARO Director A-Award A Deferred Stock Units under 2019 Director Fee Plan 160 0.00 18,758
2023-02-16 Richards Aleta W. Director 0 0.00 0
2022-12-21 BARTOLACCI JOSEPH C Officer G-Gift D Class A Common Stock 1,650 0.00 343,467
2022-12-12 Whitaker Jerry R. Director A-Award A Deferred Stock Units under 2019 Director Fee Plan 191 0.00 4,275
2022-12-12 GARCIA TUNON ALVARO Director A-Award A Deferred Stock Units under 2019 Director Fee Plan 605 0.00 18,598
2022-11-29 NICOLA STEVEN F Officer G-Gift D Class A Common Stock 5,000 0.00 130,988
2022-11-21 BARTOLACCI JOSEPH C Officer S-Sale D Class A Common Stock 10,000 30.17 301.7K 345,117
2022-11-17 Walters Brian D Officer M-Exempt D Restricted Share Units 4,225 0.00 0
2022-11-17 NICOLA STEVEN F Officer F-InKind D Class A Common Stock 5,985 27.54 164.8K 135,988
2022-11-17 Kohl Gary Raymond Officer M-Exempt D Restricted Share Units 5,200 0.00 0
2022-11-17 Gurtner Reena Officer M-Exempt A Class A Common Stock 335 0.00 3,819
2022-11-17 Gackenbach Steven D Officer M-Exempt A Class A Common Stock 7,273 0.00 66,349
2022-11-17 DUNN BRIAN J Officer M-Exempt A Class A Common Stock 7,273 0.00 58,297
2022-11-17 Brkovich Davor Officer M-Exempt A Class A Common Stock 1,174 0.00 3,914
2022-11-17 Babe Gregory S. Officer F-InKind D Class A Common Stock 2,094 27.54 57.7K 43,133
2022-11-17 BARTOLACCI JOSEPH C Officer M-Exempt A Class A Common Stock 45,149 0.00 374,748
2022-11-17 Awenowicz Ronald C Officer M-Exempt D Restricted Share Units 520 0.00 0
2022-11-15 Walters Brian D Officer D-Return D Class A Common Stock 1,600 0.00 37,401
2022-11-15 SCHAWK DAVID A Director D-Return D Class A Common Stock 1,850 0.00 0
2022-11-15 NICOLA STEVEN F Officer D-Return D Class A Common Stock 3,100 0.00 128,210
2022-11-15 Kohl Gary Raymond Officer D-Return D Class A Common Stock 600 0.00 18,113
2022-11-15 Gurtner Reena Officer D-Return D Restricted Share Units 100 0.00 0
2022-11-15 Gackenbach Steven D Officer D-Return D Class A Common Stock 1,700 0.00 59,076
2022-11-15 DUNN BRIAN J Officer D-Return D Class A Common Stock 1,300 0.00 51,024
2022-11-15 Brkovich Davor Officer D-Return D Class A Common Stock 257 0.00 2,626
2022-11-15 Babe Gregory S. Officer D-Return D Class A Common Stock 1,850 0.00 37,954
2022-11-15 BARTOLACCI JOSEPH C Officer D-Return D Class A Common Stock 11,250 0.00 329,599
2022-11-15 Awenowicz Ronald C Officer D-Return D Class A Common Stock 170 0.00 1,037
2022-11-14 Walters Brian D Officer M-Exempt A Class A Common Stock 4,550 0.00 41,084
2022-11-14 NICOLA STEVEN F Officer M-Exempt A Class A Common Stock 8,610 0.00 135,054
2022-11-14 Lane Lee Officer A-Award A Restricted Share Units 15,400 0.00 15,400
2022-11-14 Kohl Gary Raymond Officer M-Exempt D Restricted Share Units 5,600 0.00 10,400
2022-11-14 Gurtner Reena Officer A-Award A Restricted Share Units 6,000 0.00 6,000
2022-11-14 Gackenbach Steven D Officer A-Award A Restricted Share Units 23,000 0.00 23,000
2022-11-14 DUNN BRIAN J Officer M-Exempt A Class A Common Stock 4,550 0.00 54,054
2022-11-14 Brkovich Davor Officer F-InKind D Class A Common Stock 210 27.60 5.8K 2,883

Executive team

Top executives
EBIT / Employee
7.2K
Shares Outstanding
31.13M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Joseph C. Bartolacci Director, President and Chief Executive Officer 1.11M 3.73M 762.3K 103.4K 5.70M 65.37%
2 2025 Steven F. Nicola Chief Financial Officer and Treasurer 666.5K 971.3K 319.1K 78.4K 2.04M 47.72%
3 2025 Steven D. Gackenbach Executive Vice President (Group President, Memorialization) 543.1K 639.0K 306.2K 74.5K 1.56M 40.89%
4 2025 Brian D. Walters Executive Vice President, General Counsel, and Corporate Secretary 479.4K 639.0K 197.8K 41.7K 1.36M 47.06%
5 2025 Lee A. Lane Executive Vice President (Group President, Industrial Technologies and Matthews Environmental Solutions) 461.1K 549.5K 64.0K 49.8K 1.12M 48.87%
6 2024 Joseph C. Bartolacci Director, President and Chief Executive Officer 1.08M 4.05M 569.5K 106.6K 5.81M 69.76%
7 2024 Steven F. Nicola Chief Financial Officer and Treasurer 659.5K 1.22M 243.1K 78.8K 2.20M 55.33%
8 2024 Steven D. Gackenbach Executive Vice President (Group President, Memorialization) 528.2K 790.2K 403.2K 68.0K 1.79M 44.15%
9 2024 Brian D. Walters Executive Vice President, General Counsel, and Corporate Secretary 466.5K 709.1K 147.7K 40.8K 1.36M 51.98%
10 2023 Joseph C. Bartolacci Director, President and Chief Executive Officer 1.04M 4.15M 1.17M 112.9K 6.47M 64.15%
11 2023 Steven F. Nicola Chief Financial Officer and Secretary 632.9K 1.05M 502.0K 84.6K 2.27M 46.32%
12 2023 Steven F. Nicola Chief Financial Officer and Treasurer 632.9K 1.05M 502.0K 84.6K 2.27M 46.32%
13 2023 Steven D. Gackenbach Executive Vice President (Group President, Memorialization) 503.4K 636.8K 476.0K 63.3K 1.68M 37.91%
14 2023 Steven D. Gackenbach Group President, Memorialization 503.4K 636.8K 476.0K 63.3K 1.68M 37.91%
15 2023 Brian D. Walters Executive Vice President and General Counsel 444.7K 553.7K 302.3K 43.5K 1.34M 41.19%
16 2023 Brian D. Walters Executive Vice President, General Counsel, and Corporate Secretary 444.7K 553.7K 302.3K 43.5K 1.34M 41.19%
17 2023 Gary R. Kohl President, SGK Brand Solutions 487.4K 512.2K 218.1K 45.8K 1.26M 40.54%
18 2022 Joseph C. Bartolacci Director, President and Chief Executive Officer 1.01M 3.82M 1.16M 62.1K 6.05M 63.13%
19 2022 Gregory S. Babe Chief Technology Officer and Group President, Industrial Technologies 500.9K 2.58M 230.9K 54.3K 3.36M 76.64%
20 2022 Steven F. Nicola Chief Financial Officer and Secretary 597.2K 1.68M 482.4K 42.8K 2.80M 59.96%
21 2022 Steven D. Gackenbach Group President, Memorialization 469.6K 1.11M 383.0K 39.3K 2.00M 55.48%
22 2022 Brian D. Walters Executive Vice President and General Counsel 426.2K 1.07M 270.4K 30.7K 1.80M 59.61%
23 2022 Gary R. Kohl President, SGK Brand Solutions 455.4K 1.12M 120.4K 22.4K 1.72M 65.17%
24 2021 Joseph C. Bartolacci Director, President and Chief Executive Officer 943.6K 3.64M 1.82M 333.5K 6.73M 54.06%
25 2021 Steven F. Nicola Chief Financial Officer and Secretary 559.5K 1.02M 753.7K 214.3K 2.55M 39.99%
26 2021 Steven D. Gackenbach Group President, Memorialization 437.7K 577.5K 478.8K 80.5K 1.57M 36.68%
27 2021 Gary R. Kohl President, SGK Brand Solutions 443.2K 797.7K 294.8K 22.6K 1.56M 51.19%
28 2021 Brian J. Dunn Executive Vice President, Strategy and Corporate Development 436.7K 577.5K 323.0K 181.3K 1.52M 38.03%
29 2021 Brian D. Walters Executive Vice President and General Counsel 399.3K 577.5K 422.7K 19.3K 1.42M 40.70%
30 2021 Gregory S. Babe Chief Technology Officer and Group President, Industrial Technologies 469.4K 577.5K 281.6K 46.8K 1.38M 41.99%
31 2020 Joseph C. Bartolacci Director, President and Chief Executive Officer 921.6K 2.85M 747.3K 2.06M 6.58M 43.30%
32 2020 Steven F. Nicola Chief Financial Officer and Secretary 546.6K 868.1K 310.2K 1.11M 2.84M 30.59%
33 2020 Brian J. Dunn Executive Vice President, Strategy and Corporate Development 426.7K 458.8K 118.4K 536.5K 1.54M 29.78%
34 2020 Steven D. Gackenbach Group President, Memorialization 427.7K 458.8K 340.8K 300.6K 1.53M 30.03%
35 2020 Brian D. Walters Executive Vice President and General Counsel 388.9K 458.8K 158.1K 310.4K 1.32M 34.86%
36 2020 Brian D. Walters Senior Vice President and General Counsel 388.9K 458.8K 158.1K 310.4K 1.32M 34.86%
37 2020 Gregory S. Babe Chief Technology Officer and Group President, Industrial Technologies 458.3K 458.8K 223.0K 103.6K 1.24M 36.89%
38 2020 Gary R. Kohl President, SGK Brand Solutions 432.4K 564.6K 197.6K 24.9K 1.22M 46.30%
39 2019 Joseph C. Bartolacci Director, President and Chief Executive Officer 892.2K 2.87M 3.15M 6.92M 41.54%
40 2019 Steven F. Nicola Chief Financial Officer and Secretary 532.7K 785.0K 1.73M 3.05M 25.75%
41 2019 Brian J. Dunn Executive Vice President, Strategy and Corporate Development 415.8K 443.2K 857.6K 1.72M 25.82%
42 2019 Steven D. Gackenbach Group President, Memorialization 416.8K 443.2K 91.4K 284.0K 1.24M 35.87%
43 2019 Brian D. Walters Senior Vice President and General Counsel 376.5K 443.2K 379.1K 1.20M 36.97%
44 2019 Gary R. Kohl President, SGK Brand Solutions 409.8K 443.2K 22.8K 875.7K 50.61%
45 2018 Joseph C. Bartolacci Director, President and Chief Executive Officer 874.3K 3.48M 965.7K 1.25M 6.56M 52.99%
46 2018 Steven F. Nicola Chief Financial Officer and Secretary 518.8K 958.6K 401.2K 618.8K 2.50M 38.38%
47 2018 David A. Schawk Group President, SGK Brand Solutions 646.6K 572.1K 133.3K 65.2K 1.42M 40.37%
48 2018 Gregory S. Babe Director and Chief Technology Officer 430.8K 572.1K 288.2K 50.5K 1.34M 42.64%
49 2018 Brian J. Dunn Executive Vice President, Strategy and Corporate Development 405.2K 402.0K 193.7K 331.6K 1.33M 30.17%
50 2018 Steven D. Gackenbach Group President, Memorialization 407.8K 525.7K 198.0K 133.5K 1.26M 41.56%
51 2018 Brian D. Walters Senior Vice President and General Counsel 366.7K 494.8K 202.5K 93.9K 1.16M 42.73%
52 2017 Joseph C. Bartolacci Director, President and Chief Executive Officer 836.6K 4.26M 1.19M 747.8K 7.04M 60.58%
53 2017 Steven F. Nicola Chief Financial Officer and Secretary 496.1K 1.12M 493.6K 386.7K 2.49M 44.79%
54 2017 Steven D. Gackenbach Group President, Memorialization 395.2K 666.4K 270.1K 295.0K 1.63M 40.96%
55 2017 Gregory S. Babe Director and Chief Technology Officer 401.7K 522.3K 285.2K 31.4K 1.24M 42.10%
56 2017 Brian D. Walters Senior Vice President and General Counsel 350.7K 540.3K 224.4K 85.9K 1.20M 44.98%
57 2017 Brian D. Walters Vice President and General Counsel 350.7K 540.3K 224.4K 85.9K 1.20M 44.98%
58 2017 David A. Schawk Group President, SGK Brand Solutions 627.6K 274.0K 33.7K 935.3K 0.00%
59 2017 Brian J. Dunn Executive Vice President, Strategy and Corporate Development 388.2K 108.1K 268.0K 147.6K 911.9K 11.85%
60 2016 Joseph C. Bartolacci Director, President and Chief Executive Officer 800.3K 3.68M 1.24M 1.96M 7.69M 47.88%
61 2016 Steven F. Nicola Chief Financial Officer and Secretary 475.7K 898.2K 515.9K 1.11M 3.00M 29.94%
62 2016 Steven D. Gackenbach Group President, Memorialization 380.8K 648.3K 302.6K 95.9K 1.43M 45.41%
63 2016 Brian D. Walters Vice President and General Counsel 334.7K 473.0K 208.2K 206.0K 1.22M 38.71%
64 2016 Brian J. Dunn Executive Vice President, Strategy and Corporate Development 374.4K 77.8K 145.1K 621.6K 1.22M 6.38%
65 2016 Brian J. Dunn Executive Vice President, Strategic and Corporate Development 374.4K 77.8K 145.1K 621.6K 1.22M 6.38%
66 2016 David A. Schawk Group President, SGK Brand Solutions 608.7K 398.5K 29.0K 1.04M 0.00%
67 2015 Joseph C. Bartolacci Director, President and Chief Executive Officer 765.3K 2.84M 1.55M 966.6K 6.12M 46.39%
68 2015 Steven F. Nicola Chief Financial Officer and Secretary 459.4K 984.8K 649.6K 606.0K 2.70M 36.48%
69 2015 Steven D. Gackenbach Group President, Memorialization 366.6K 436.5K 369.5K 58.2K 1.23M 35.47%
70 2015 Brian D. Walters Vice President and General Counsel 319.4K 528.2K 258.4K 102.7K 1.21M 43.70%
71 2015 Brian J. Dunn Executive Vice President, Strategic and Corporate Development 361.6K 357.3K 363.2K 1.08M 0.00%
72 2015 David A. Schawk Director, President, SGK Brand Solutions 595.0K 449.6K 10.2K 1.05M 0.00%
73 2014 Joseph C. Bartolacci Director, President and Chief Executive Officer 729.6K 2.45M 774.6K 615.2K 4.57M 53.61%
74 2014 Brian J. Dunn Executive Vice President, Strategic and Corporate Development 349.2K 1.57M 182.6K 328.2K 2.43M 64.59%
75 2014 Steven F. Nicola Chief Financial Officer and Secretary 439.7K 781.5K 326.7K 335.6K 1.88M 41.49%
76 2014 David A. Schawk Director, President, SGK Brand Solutions 114.4K 1.23M 71.1K 8.6K 1.42M 86.32%
77 2014 Steven D. Gackenbach Group President, Memorialization 354.2K 443.2K 88.2K 68.3K 953.9K 46.46%
78 2014 Brian D. Walters Vice President and General Counsel 304.2K 256.6K 129.2K 143.0K 833.0K 30.80%
79 2013 Joseph C. Bartolacci Director, President and Chief Executive Officer 698.8K 2.04M 552.4K 77.1K 3.37M 60.53%
80 2013 Steven F. Nicola Chief Financial Officer, Secretary and Treasurer 420.6K 651.8K 948.8K 90.8K 1.34M 48.58%
81 2013 Steven F. Nicola Chief Financial Officer and Secretary 420.6K 651.8K 233.2K 36.0K 1.34M 48.58%
82 2013 Steven D. Gackenbach Group President, Memorialization 334.6K 440.0K 286.7K 31.1K 1.09M 40.27%
83 2013 Brian J. Dunn Group President, Brand Solutions 332.6K 407.4K 394.3K 40.3K 816.3K 49.90%
84 2013 Brian D. Walters Vice President and General Counsel 291.0K 244.4K 92.1K 18.2K 645.7K 37.85%
85 2012 Joseph C. Bartolacci Director, President and Chief Executive Officer 669.2K 1.25M 552.4K 77.1K 2.70M 46.37%
86 2012 Steven F. Nicola Chief Financial Officer, Secretary and Treasurer 399.2K 481.2K 233.2K 36.0K 1.30M 36.95%
87 2012 Brian J. Dunn Group President, Brand Solutions 305.2K 288.7K 50.7K 25.6K 870.4K 33.17%
88 2012 Brian D. Walters Vice President and General Counsel 278.5K 259.8K 92.1K 18.2K 585.2K 44.40%
89 2012 Steven D. Gackenbach Group President, Memorialization 293.1K 192.5K 286.7K 22.8K 546.5K 35.22%
90 2011 Joseph C. Bartolacci Director, President and Chief Executive Officer 630.8K 2.15M 93.1K 4.39M 49.06%
91 2011 Steven F. Nicola Chief Financial Officer, Secretary and Treasurer 371.2K 692.3K 43.1K 1.87M 37.04%
92 2011 Brian J. Dunn Group President, Brand Solutions 293.1K 276.9K 96.3K 30.3K 1.00M 27.62%
93 2011 James P. Doyle Group President, Memorialization 317.3K 338.5K 51.5K 18.5K 809.1K 41.83%
94 2011 Brian D. Walters Vice President and General Counsel 259.6K 276.9K 18.1K 718.3K 38.55%
95 2011 Steven D. Gackenbach Group President, Memorialization 202.5K 40.0K 53.3K 442.8K 9.03%
96 2010 Joseph C. Bartolacci Director, President and Chief Executive Officer 595.4K 1.89M 948.8K 90.8K 3.45M 54.85%
97 2010 Steven F. Nicola Chief Financial Officer, Secretary and Treasurer 339.4K 585.9K 394.3K 40.3K 1.29M 45.27%
98 2010 Brian J. Dunn Group President, Brand Solutions 278.7K 398.5K 225.8K 29.2K 933.4K 42.70%
99 2010 James P. Doyle Group President, Memorialization 308.1K 398.5K 130.4K 59.2K 915.8K 43.52%
100 2010 Franz J. Schwarz President, Graphics Europe 405.6K 156.5K 111.9K 29.7K 703.7K 15.90%
101 2010 Brian D. Walters Vice President and General Counsel 206.3K 139.5K 140.1K 18.2K 463.6K 30.09%
102 2009 Joseph C. Bartolacci Director, President and Chief Executive Officer 571.3K 1.89M 112.1K 3.12M 60.55%
103 2009 Steven F. Nicola Chief Financial Officer, Secretary and Treasurer 333.4K 583.8K 25.9K 1.30M 44.95%
104 2009 James P. Doyle Group President, Memorialization 304.3K 325.5K 51.6K 706.3K 46.09%
105 2009 Brian J. Dunn Group President, Brand Solutions 256.5K 325.5K 21.3K 700.4K 46.48%
106 2009 Brian J. Dunn Group President, Graphics And Marking Products 256.5K 188.3K 102.5K 14.7K 665.6K 43.69%
107 2009 Franz J. Schwarz President, Graphics Europe 358.7K 156.5K 19.4K 534.6K 0.00%
108 2009 Brian D. Walters Vice President and General Counsel 182.9K 130.2K 14.9K 330.8K 39.37%
109 2008 Joseph C. Bartolacci Director, President and Chief Executive Officer 494.7K 1.34M 690.5K 19.4K 2.54M 52.66%
110 2008 Steven F. Nicola Chief Financial Officer, Secretary and Treasurer 304.5K 559.1K 296.5K 11.0K 1.17M 47.74%
111 2008 James P. Doyle Group President, Memorialization 290.2K 277.6K 176.5K 42.4K 795.4K 34.90%
112 2008 Franz J. Schwarz President, Graphics Europe 364.1K 172.6K 20.5K 557.1K 0.00%
113 2008 Brian J. Dunn Group President, Graphics And Marking Products 230.5K 100.9K 144.4K 36.3K 13.2K 532.3K 46.08%
114 2008 Brian J. Dunn Group President, Brand Solutions 230.5K 208.2K 36.3K 13.2K 495.3K 42.04%
115 2007 Joseph C. Bartolacci Director, President and Chief Executive Officer 465.7K 818.5K 532.1K 17.4K 2.18M 37.52%
116 2007 David J. DeCarlo Director and Vice Chairman 429.4K 367.3K 809.1K 29.8K 2.00M 18.36%
117 2007 Steven F. Nicola Chief Financial Officer, Secretary and Treasurer 285.5K 518.4K 243.6K 13.7K 1.14M 45.61%
118 2007 Franz J. Schwarz President, Graphics Europe 305.7K 153.7K 32.5K 14.1K 506.1K 6.42%
119 2007 Paul F. Rahill President, Cremation Division 179.9K 94.0K 171.3K 8.2K 464.5K 20.24%
120 2007 Brian J. Dunn Group President, Graphics And Marking Products 193.2K 172.9K 54.8K 12.7K 448.9K 38.51%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-01-20 DEF 14A
2026-01-15 DEFA14A
2025-12-08 DEFA14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-04 3
2026-05-01 S-8
2026-05-01 8-K
2026-05-01 10-Q
2026-04-30 8-K
2026-04-29 SC 13G
2026-04-10 8-K
2026-04-09 SC 13G
2026-03-27 SC 13G/A
2026-03-23 4

Executive team

NameTitleCompensationGender
Joseph C. Bartolacci Chief Executive Officer, President & Director 2M male
Daniel E. Stopar Chief Financial Officer & Treasurer 949.0K male
Steven D. Gackenbach Executive Vice President & Group President of Memorialization 923.7K male
Brian D. Walters EVice President, General Counsel & Corporate Secretary 718.9K male
Lee Lane Executive VP and Group President of Industrial Technologies & Matthews Environmental Solutions 574.8K male
William D. Wilson Senior Director of Corporate Development & Investor Relations male
David F. Beck Vice President & Controller male
Davor Brkovich Head of IT & Chief Information Officer male
Ronald C. Awenowicz Senior Vice President of Global Compliance, Operations & N.A. Human Resources male
Brandon Babe President of Matthews Engineering male
ESG Rating
B
CONGLOMERATES
2010
E (Environmental)
52.2 / 74.3
Company / Sector avg.
S (Social)
61.8 / 80.5
Company / Sector avg.
G (Governance)
42.1 / 69.5
Company / Sector avg.
ESG Total
52.0 / 74.8
Company / Sector avg.
ESG Score History CONGLOMERATES
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-06-20 2025-07-10 Nancy Pelosi CA11 Sale $15,001 - $50,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits