Matthews International Corporation (MATW)
Pittsburgh, PA, US
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.
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| SGK | SGK | 2014-05-12 | View |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.32% | -1.03% | +2.35% | +8.36% | +17.50% | +6.66% | +33.81% | -26.39% | -30.09% | -46.87% | +667.49% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
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)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Sep 2009 actual |
Sep 2010 actual |
Sep 2011 actual |
Sep 2012 actual |
Sep 2013 actual |
Sep 2014 actual |
Sep 2015 actual |
Sep 2016 actual |
Sep 2017 actual |
Sep 2018 actual |
Sep 2019 actual |
Sep 2020 actual |
Sep 2021 actual |
Sep 2022 actual |
Sep 2023 actual |
Sep 2024 actual |
Sep 2025 actual |
Sep 2026 2 Rev. Ana. 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
|
| 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
Ownership Overview
| # | 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)
| # | 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 |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-06-20 | 2025-07-10 | Nancy Pelosi | CA11 | — | Sale | $15,001 - $50,000 | ↗ |
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Community Opinion for MATW
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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