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Medifast, Inc. (MED)

USD10.78 +0.17 (+1.60%)
US NYSE Consumer Cyclical Personal Products & Services
Address 100 International Drive 21202
Baltimore, MD, US
CEO Daniel R. Chard
IPO 1993-12-30
CIK 910329 ISIN US58470H1014

Explore sections of this company profile

Also trades on London Stock Exchange · 0K05.L (USD) New York Stock Exchange · MED (USD)
Description

Medifast, Inc., through its various divisions, develops and provides a range of consumable health and nutritional items tailored for weight loss, weight management, and general wellness. These products are distributed across the United States and the Asia-Pacific region. Their extensive portfolio encompasses snack bars, savory bites, cereals, drinks, substantial meal choices, oatmeal, pancakes, puddings, soft serves, shakes, smoothies, baked goods, and soups. These offerings are marketed under proprietary brands like OPTAVIA, Optimal Health by Take Shape for Life, and Flavors of Home. The company facilitates sales primarily through direct e-commerce transactions. Established in 1980, Medifast, Inc. maintains its corporate headquarters in Baltimore, Maryland.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD10.78 +0.17 (+1.60%)
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Volume Profile
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Liquidity & share structure
Average Volume
233.7K
Beta
0.68
Float Shares
8.52M
Free Float %
77.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.37% -0.71% +24.95% +16.28% +8.08% +17.70% -4.19% -85.86% -95.42% -64.03% +128.55%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (12 ratings, all time) Hold
Price Targets & DCF
Current price
10.78
Low 12.00 +11.3%
Consensus 12.00 +11.3%
Median 12.00 +11.3%
High 12.00 +11.3%
DCF (Unlevered) 63.34 +487.6%
DCF (Levered) 79.45 +637.0%

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) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
12.00
+11.3%
Last Year 1
12.00
+11.3%
All Time 6
52.58
+387.8%
Quality scores
Altman Z-Score
4.40
Safe zone
Piotroski F-Score
3 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Personal Products & Services: +6.6%
    -36.0% Q1'26: -34.3% (vs Q1'25)
  • EPS growth Personal Products & Services: +19.6%
    -994.7% Q1'26: -171.4% (vs Q1'25)
  • FCF margin FCF growth · Personal Products & Services: +11.7%
    -8.3% Q1'26: -1.1% (vs Q1'25)
  • EBIT margin Personal Products & Services: +10.5%
    -3.7% Q1'26: -1.4% (vs Q1'25)
  • ROIC Personal Products & Services: +6.9%
    -29.4% Q1'26: -9.8% (vs Q1'25)
  • Share dilution Personal Products & Services: +0.0%
    +0.2% Q1'26: +0.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Personal Products & Services: 0.59×
    -4.52× Q1'26: 1.69× (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 (0.57) × ERP
WACC = 89% × Ke + 11% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 62.89 Current price: 10.78
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Revenue
272.77M
est: 274.61M (-0.7%)
274.53M
est: 277.09M (-0.9%)
301.56M
est: 297.06M (+1.5%)
501.00M
est: 498.03M (+0.6%)
713.67M
est: 704.70M (+1.3%)
934.84M
est: 919.16M (+1.7%)
1.53B
est: 1.52B (+0.1%)
1.60B
est: 1.59B (+0.5%)
1.07B
est: 770.18M (+39.2%)
602.46M
est: 601.55M (+0.2%)
385.79M
est: 382.10M (+1.0%)
279.70M
279.70M – 279.70M
-26.8% YoY
256.00M
256.00M – 256.00M
-8.5% YoY
EBITDA
35.80M
est: 31.46M (+13.8%)
32.26M
est: 31.74M (+1.7%)
43.84M
est: 34.03M (+28.8%)
73.50M
est: 67.54M (+8.8%)
95.66M
est: 84.16M (+13.7%)
138.48M
est: 121.23M (+14.2%)
223.05M
est: 178.26M (+25.1%)
195.74M
est: 201.26M (-2.7%)
139.51M
est: 63.92M (+118.2%)
15.59M
est: 49.93M (-68.8%)
-3.71M
est: 31.71M (-111.7%)
23.21M
23.21M – 23.21M
-26.8% YoY
21.25M
21.25M – 21.25M
-8.5% YoY
EBIT
28.68M
est: 28.75M (-0.2%)
26.86M
est: 29.01M (-7.4%)
39.63M
est: 31.10M (+27.4%)
69.06M
est: 62.29M (+10.9%)
91.04M
est: 79.12M (+15.1%)
134.16M
est: 115.01M (+16.7%)
216.24M
est: 173.15M (+24.9%)
184.76M
est: 194.71M (-5.1%)
126.40M
est: 52.85M (+139.2%)
2.88M
est: 41.28M (-93.0%)
-14.21M
est: 26.22M (-154.2%)
19.19M
19.19M – 19.19M
-26.8% YoY
17.57M
17.57M – 17.57M
-8.5% YoY
Net Income
20.06M
est: 18.53M (+8.3%)
17.84M
est: 20.61M (-13.5%)
27.72M
est: 23.79M (+16.5%)
55.79M
est: 50.23M (+11.1%)
77.92M
est: 65.87M (+18.3%)
102.86M
est: 87.91M (+17.0%)
164.03M
est: 131.12M (+25.1%)
143.57M
est: 148.17M (-3.1%)
99.42M
est: 29.53M (+236.7%)
2.09M
est: 19.37M (-89.2%)
-18.67M
est: -12.30M (-51.8%)
-20.31M
-20.31M – -20.31M
-65.2% YoY
-6.59M
-6.59M – -6.59M
+67.6% YoY
SGA
172.63M
est: 172.29M (+0.2%)
178.81M
est: 173.84M (+2.9%)
188.18M
est: 186.37M (+1.0%)
310.84M
est: 282.24M (+10.1%)
445.82M
est: 381.57M (+16.8%)
563.66M
est: 482.26M (+16.9%)
911.36M
est: 734.64M (+24.1%)
955.61M
est: 948.45M (+0.8%)
649.45M
est: 505.88M (+28.4%)
441.75M
est: 395.12M (+11.8%)
289.40M
est: 250.98M (+15.3%)
183.72M
183.72M – 183.72M
-26.8% YoY
168.15M
168.15M – 168.15M
-8.5% YoY
EPS
1.68
est: 1.69 (-0.6%)
1.51
est: 1.88 (-19.7%)
2.32
est: 2.17 (+6.9%)
4.67
est: 4.52 (+3.4%)
6.62
est: 5.84 (+13.4%)
8.74
est: 9.24 (-5.4%)
14.01
est: 13.63 (+2.8%)
12.82
est: 13.05 (-1.7%)
9.10
est: 2.69 (+238.4%)
0.19
est: 1.78 (-89.3%)
-1.70
est: -1.12 (-51.8%)
-1.85
-1.85 – -1.85
-65.2% YoY
-0.60
-0.60 – -0.60
+67.6% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B 3/5 5/5 1/5 1/5 3/5 1/5 5/5
2026-05-08 B 3/5 5/5 1/5 1/5 3/5 1/5 5/5
2026-05-07 B 3/5 5/5 1/5 1/5 3/5 1/5 5/5
2026-05-06 B 3/5 5/5 1/5 1/5 3/5 1/5 5/5
2026-05-05 B 3/5 5/5 1/5 1/5 3/5 1/5 5/5
2026-05-04 B 3/5 5/5 1/5 1/5 3/5 1/5 5/5
2026-05-01 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-30 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-29 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-28 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-27 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-24 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-23 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-22 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-21 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-20 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-17 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-16 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-12.66M
OE per share TTM
-1.15
Owner's Yield
-9.28%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
5.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
20
Total invested
1.40M
Insider transactions (90d)
0
Beneficial owners (>5%)
27
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 2.00M 17.20% 1.93M 2.00M HC Delaware 2022-01-27
2 The Vanguard Group - 23-1945930 1.50M 12.91% 21.7K 1.47M 31.7K IA Pennsylvania For 2022-02-10
3 2 1.35M 9.70% 1.35M 1.35M HC, OO United States 2014-02-14
4 13-3127734 933.2K 8.03% 907.6K 926.7K 6.5K HC Delaware 2020-02-13
5 Miller Value Partners, LLC 924.1K 7.96% 924.1K IA Delaware 2020-02-14
6 William H. Miller III Living Trust (the "Trust") 924.1K 7.96% 924.1K OO United States of America 2020-02-14
7 26-0385758 797.6K 6.87% 797.6K 797.6K IA Delaware 2022-02-11
8 Glenn W. Welling 773.1K 6.50% 773.1K 773.1K 10.00 IN USA 2016-12-14
9 Engaged Capital Holdings, LLC 772.5K 6.50% 772.5K 772.5K 10.00 OO DELAWARE 2016-12-14
10 Engaged Capital, LLC 772.5K 6.50% 772.5K 772.5K 10.00 OO DELAWARE 2016-12-14
11 Engaged Capital Flagship Fund, LP 695.1K 5.90% 695.1K 695.1K 10.00 PN DELAWARE 2016-12-14
12 Engaged Capital Flagship Fund, Ltd. 695.1K 5.90% 695.1K 695.1K 10.00 CO CAYMAN ISLANDS 2016-12-14
13 Engaged Capital Flagship Master Fund, LP 695.1K 5.90% 695.1K 695.1K 10.00 PN CAYMAN ISLANDS 2016-12-14
14 10. 645.5K 4.90% 645.5K 645.5K OO Delaware 2014-03-19
15 Man Group plc 545.4K 4.60% 545.4K HC, OO State of Delaware 2017-02-09
16 Numeric Investors LLC 545.4K 4.60% 545.4K OO State of Delaware 2017-02-09
17 Israel A. Englander 469.2K 4.30% 469.2K 469.2K IN Delaware 2024-07-01
18 Millennium Group Management LLC 469.2K 4.30% 469.2K 469.2K OO Delaware 2024-07-01
19 Millennium Management LLC 469.2K 4.30% 469.2K 469.2K OO Delaware 2024-07-01
20 Engaged Capital I Offshore, Ltd. 406.7K 3.10% 406.7K 406.7K 10.00 CO CAYMAN ISLANDS 2014-05-14
21 Engaged Capital I, LP 406.7K 3.10% 406.7K 406.7K 10.00 PN DELAWARE 2014-05-14
22 Engaged Capital Master Feeder I, LP 406.7K 3.10% 406.7K 406.7K 10.00 PN CAYMAN ISLANDS 2014-05-14
23 Engaged Capital II, LP 343.3K 2.60% 343.3K 343.3K 10.00 PN DELAWARE 2014-05-14
24 Engaged Capital Master Feeder II, LP 343.3K 2.60% 343.3K 343.3K 10.00 PN CAYMAN ISLANDS 2014-05-14
25 168,327 168.3K 1.30% 168.3K 168.3K OO Delaware 2014-03-19
26 136,942 136.9K 1.00% 136.9K 136.9K PN Delaware 2014-03-19
27 0.0% 0.00% IA, OO United States 2015-02-17

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
20
-93 vs prev Q
New positions
6
Closed positions
96
Increased
10
Reduced
3
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 914.8K -3.4K (-0.4%) 9.77M -2.8M (-22.2%) 8.32% -0.031 pp 0.00% 0.000 pp USD18.78 -43.1% 6 qtrs
2 RENAISSANCE TECHNOLOGIES LLC 780.6K -20.3K (-2.5%) 8.34M -2.6M (-23.9%) 7.10% -0.185 pp 0.01% -0.002 pp USD57.94 -81.6% 62 qtrs
3 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 776.8K +181.6K (+30.5%) 8.30M +160.0K (+2.0%) 7.07% +1.652 pp 0.00% +0.000 pp USD24.74 -56.8% 57 qtrs
4 VANGUARD GROUP INC 711.5K +190.0 (+0.0%) 7.60M -2.1M (-21.9%) 6.47% +0.002 pp 0.00% +0.000 pp USD112.58 -90.5% 84 qtrs
5 LIDO ADVISORS, LLC 330.7K +— (+0.0%) 4.03M -494.4K (-10.9%) 3.01% +0.000 pp 0.01% -0.002 pp USD13.67 -21.9% 2 qtrs
6 MORGAN STANLEY 334.9K -253.7K (-43.1%) 3.58M -4.5M (-55.5%) 3.05% -2.308 pp 0.00% 0.000 pp USD52.44 -79.6% 51 qtrs
7 DIMENSIONAL FUND ADVISORS LP 326.2K +27.9K (+9.3%) 3.48M -594.6K (-14.6%) 2.97% +0.254 pp 0.00% 0.000 pp USD24.45 -56.3% 51 qtrs
8 STEAMBOAT CAPITAL PARTNERS, LLC 276.4K +276.4K (+100.0%) 2.95M +3.0M (+100.0%) 2.51% +2.515 pp 0.81% +0.810 pp USD10.68 +0.0% 1 qtrs NEW
9 JANE STREET GROUP, LLC 260.2K -159.7K (-38.0%) 2.78M -3.0M (-51.6%) 2.37% -1.453 pp 0.00% -0.001 pp USD13.79 -22.6% 4 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 247.4K -8.6K (-3.4%) 2.64M -857.6K (-24.5%) 2.25% -0.078 pp 0.00% 0.000 pp USD102.85 -89.6% 66 qtrs
11 MAN GROUP PLC 236.5K +23.1K (+10.8%) 2.53M -391.8K (-13.4%) 2.15% +0.210 pp 0.00% -0.001 pp USD68.69 -84.5% 32 qtrs
12 STATE STREET CORP 221.7K -4.3K (-1.9%) 2.37M -722.0K (-23.4%) 2.02% -0.039 pp 0.00% +0.000 pp USD72.69 -85.3% 51 qtrs
13 D. E. SHAW & CO., INC. 219.1K -44.5K (-16.9%) 2.34M -1.3M (-35.1%) 1.99% -0.405 pp 0.00% -0.001 pp USD28.58 -62.6% 17 qtrs
14 AMERICAN CENTURY COMPANIES INC 217.8K -3.4K (-1.5%) 2.33M -698.1K (-23.1%) 1.98% -0.031 pp 0.00% 0.000 pp USD52.47 -79.6% 41 qtrs
15 GOLDMAN SACHS GROUP INC 180.9K -30.6K (-14.5%) 1.93M -958.5K (-33.2%) 1.65% -0.278 pp 0.00% 0.000 pp USD26.47 -59.7% 72 qtrs
16 ACADIAN ASSET MANAGEMENT LLC 157.8K -239.7K (-60.3%) 1.68M -3.7M (-69.0%) 1.44% -2.181 pp 0.00% -0.007 pp USD19.04 -43.9% 8 qtrs
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 139.3K -474.1K (-77.3%) 1.49M -6.9M (-82.3%) 1.27% -4.314 pp 0.00% -0.001 pp USD22.04 -51.5% 39 qtrs
18 AQR CAPITAL MANAGEMENT LLC 131.5K -179.3K (-57.7%) 1.40M -2.8M (-66.9%) 1.20% -1.631 pp 0.00% -0.002 pp USD32.44 -67.1% 65 qtrs
19 QUINN OPPORTUNITY PARTNERS LLC 127.1K +— (+0.0%) 1.36M -380.1K (-21.9%) 1.16% +0.000 pp 0.06% -0.066 pp USD16.69 -36.0% 6 qtrs
20 TREXQUANT INVESTMENT LP 127.0K +59.4K (+88.0%) 1.36M +432.9K (+46.9%) 1.16% +0.541 pp 0.01% +0.003 pp USD15.07 -29.1% 8 qtrs
21 BRIDGEWAY CAPITAL MANAGEMENT, LLC 117.9K -538.0 (-0.5%) 1.26M -360.0K (-22.2%) 1.07% -0.005 pp 0.03% -0.008 pp USD14.45 -26.1% 5 qtrs
22 PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 111.2K +31.3K (+39.1%) 1.19M +94.9K (+8.7%) 1.01% +0.285 pp 0.11% -0.005 pp USD15.67 -31.8% 5 qtrs
23 TWO SIGMA ADVISERS, LP 102.9K -116.2K (-53.0%) 1.10M -1.9M (-63.3%) 0.94% -1.057 pp 0.00% -0.004 pp USD21.06 -49.3% 12 qtrs
24 PEAPOD LANE CAPITAL LLC 101.6K +13.4K (+15.2%) 1.08M -120.6K (-10.0%) 0.92% +0.122 pp 0.92% -0.155 pp USD13.21 -19.2% 4 qtrs
25 BANK OF AMERICA CORP /DE/ 97.5K -355.1K (-78.5%) 1.04M -5.1M (-83.2%) 0.89% -3.231 pp 0.00% 0.000 pp USD24.21 -55.9% 52 qtrs
26 NORTHERN TRUST CORP 87.7K -8.1K (-8.5%) 936.2K -373.0K (-28.5%) 0.80% -0.074 pp 0.00% +0.000 pp USD61.43 -82.6% 51 qtrs
27 TWO SIGMA INVESTMENTS, LP 80.3K -148.5K (-64.9%) 858.0K -2.3M (-72.6%) 0.73% -1.351 pp 0.00% -0.003 pp USD19.86 -46.2% 7 qtrs
28 DIVISADERO STREET CAPITAL MANAGEMENT, LP 79.8K +— (+0.0%) 852.7K -238.7K (-21.9%) 0.73% +0.000 pp 0.04% -0.008 pp USD14.05 -24.0% 3 qtrs
29 VIRTUS FAMILY OFFICE LLC 79.1K +— (+0.0%) 844.4K -236.4K (-21.9%) 0.72% +0.000 pp 0.73% -0.284 pp USD43.12 -75.2% 14 qtrs
30 FEDERATED HERMES, INC. 65.4K -630.0 (-1.0%) 698.7K -204.2K (-22.6%) 0.60% -0.006 pp 0.00% 0.000 pp USD22.72 -53.0% 52 qtrs
31 SUMMERHAVEN INVESTMENT MANAGEMENT, LLC 58.1K +— (+0.0%) 620.0K -173.6K (-21.9%) 0.53% +0.000 pp 0.35% -0.110 pp USD17.55 -39.1% 10 qtrs
32 JPMORGAN CHASE & CO 54.4K +425.0 (+0.8%) 580.8K -156.8K (-21.3%) 0.49% +0.004 pp 0.00% +0.000 pp USD35.91 -70.3% 51 qtrs
33 ALLIANZ ASSET MANAGEMENT GMBH 52.9K +— (+0.0%) 564.5K -158.0K (-21.9%) 0.48% +0.000 pp 0.00% 0.000 pp USD13.83 -22.8% 3 qtrs
34 PEAK6 LLC 52.2K +52.2K (+100.0%) 557.5K +557.5K (+100.0%) 0.47% +0.475 pp 0.00% +0.001 pp USD10.68 +0.0% 1 qtrs NEW
35 QUANTINNO CAPITAL MANAGEMENT LP 48.8K +6.0K (+14.1%) 521.3K -63.4K (-10.8%) 0.44% +0.055 pp 0.00% -0.001 pp USD13.48 -20.8% 3 qtrs
36 EMPOWERED FUNDS, LLC 44.8K +4.5K (+11.1%) 478.2K -72.9K (-13.2%) 0.41% +0.041 pp 0.00% -0.002 pp USD13.68 -21.9% 3 qtrs
37 VICTORY CAPITAL MANAGEMENT INC 44.1K -19.4K (-30.5%) 470.5K -396.4K (-45.7%) 0.40% -0.176 pp 0.00% 0.000 pp USD13.67 -21.9% 2 qtrs
38 INVESCO LTD. 40.4K -2.2K (-5.1%) 431.9K -150.4K (-25.8%) 0.37% -0.020 pp 0.00% +0.000 pp USD49.24 -78.3% 57 qtrs
39 FMR LLC 38.4K +2.8K (+7.8%) 410.1K -76.8K (-15.8%) 0.35% +0.025 pp 0.00% +0.000 pp USD20.58 -48.1% 30 qtrs
40 COMMONS CAPITAL, LLC 38.0K +— (+0.0%) 405.8K -113.6K (-21.9%) 0.35% +0.000 pp 0.27% -0.066 pp USD20.08 -46.8% 7 qtrs
41 UBS GROUP AG 37.6K +3.9K (+11.4%) 401.6K -59.8K (-13.0%) 0.34% +0.035 pp 0.00% +0.000 pp USD17.86 -40.2% 45 qtrs
42 BANK OF NEW YORK MELLON CORP 37.3K -14.9K (-28.5%) 397.9K -314.5K (-44.1%) 0.34% -0.135 pp 0.00% 0.000 pp USD67.54 -84.2% 66 qtrs
43 CITADEL ADVISORS LLC 33.1K +20.9K (+171.3%) 353.5K +186.7K (+112.0%) 0.30% +0.190 pp 0.00% +0.000 pp USD15.67 -31.8% 34 qtrs
44 ALLIANCEBERNSTEIN L.P. 27.3K +— (+0.0%) 291.8K -81.7K (-21.9%) 0.25% +0.000 pp 0.00% +0.000 pp USD94.41 -88.7% 39 qtrs
45 VERITION FUND MANAGEMENT LLC 24.8K +3.3K (+15.4%) 265.3K -29.1K (-9.9%) 0.23% +0.030 pp 0.00% 0.000 pp USD13.27 -19.5% 2 qtrs
46 NUVEEN, LLC 24.0K +— (+0.0%) 256.3K -71.7K (-21.9%) 0.22% +0.000 pp 0.00% +0.000 pp USD13.48 -20.8% 4 qtrs
47 PRICE T ROWE ASSOCIATES INC /MD/ 22.9K +4.5K (+24.4%) 245.0K -7.0K (-2.8%) 0.21% +0.041 pp 0.00% +0.000 pp USD46.03 -76.8% 34 qtrs
48 ATOM INVESTORS LP 20.8K +20.8K (+100.0%) 222.2K +222.2K (+100.0%) 0.19% +0.189 pp 0.02% +0.018 pp USD10.68 +0.0% 1 qtrs NEW
49 BARCLAYS PLC 16.8K +2.7K (+19.2%) 179.1K -90.2K (-33.5%) 0.15% +0.025 pp 0.00% +0.000 pp USD39.50 -73.0% 51 qtrs
50 RHUMBLINE ADVISERS 14.8K -3.0K (-16.7%) 158.2K -84.8K (-34.9%) 0.13% -0.027 pp 0.00% 0.000 pp USD86.01 -87.6% 51 qtrs
51 WELLS FARGO & COMPANY/MN 14.2K +3.8K (+36.9%) 151.3K +9.9K (+7.0%) 0.13% +0.035 pp 0.00% +0.000 pp USD39.70 -73.1% 57 qtrs
52 CENTIVA CAPITAL, LP 13.9K +13.9K (+100.0%) 148.3K +148.3K (+100.0%) 0.13% +0.126 pp 0.00% +0.001 pp USD10.68 +0.0% 1 qtrs NEW
53 SG AMERICAS SECURITIES, LLC 13.4K -4.2K (-24.0%) 143.0K -97.0K (-40.4%) 0.12% -0.038 pp 0.00% -0.001 pp USD13.57 -21.3% 6 qtrs
54 BREVAN HOWARD CAPITAL MANAGEMENT LP 13.1K +13.1K (+100.0%) 140.2K +140.2K (+100.0%) 0.12% +0.119 pp 0.00% +0.002 pp USD10.68 +0.0% 1 qtrs NEW
55 CI PRIVATE WEALTH, LLC 13.0K +13.0K (+100.0%) 139.3K +139.3K (+100.0%) 0.12% +0.119 pp 0.00% +0.000 pp USD10.68 +0.0% 1 qtrs NEW
56 AMERIPRISE FINANCIAL INC 13.0K -44.8K (-77.5%) 139.0K -651.6K (-82.4%) 0.12% -0.408 pp 0.00% 0.000 pp USD122.11 -91.3% 55 qtrs
57 DEUTSCHE BANK AG\ 8.6K -16.6K (-65.8%) 92.1K -252.3K (-73.3%) 0.08% -0.151 pp 0.00% 0.000 pp USD103.47 -89.7% 50 qtrs
58 CWM, LLC 7.1K -8.8K (-55.3%) 76.0K -141.0K (-65.0%) 0.06% -0.080 pp 0.00% 0.000 pp USD14.70 -27.3% 17 qtrs
59 STATE OF WYOMING 5.5K +5.5K (+100.0%) 59.3K +59.3K (+100.0%) 0.05% +0.051 pp 0.01% +0.007 pp USD10.68 +0.0% 17 qtrs
60 CITIGROUP INC 5.1K -42.5K (-89.3%) 54.3K -596.8K (-91.7%) 0.05% -0.387 pp 0.00% 0.000 pp USD21.29 -49.8% 56 qtrs
61 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 5.0K -238.0 (-4.6%) 53.2K -18.1K (-25.4%) 0.05% -0.002 pp 0.00% +0.000 pp USD20.24 -47.2% 7 qtrs
62 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 5.0K -4.4K (-46.8%) 53.0K -74.4K (-58.4%) 0.05% -0.040 pp 0.00% 0.000 pp USD21.98 -51.4% 24 qtrs
63 NEW YORK STATE COMMON RETIREMENT FUND 4.6K +— (+0.0%) 49.0K -13.7K (-21.9%) 0.04% +0.000 pp 0.00% +0.000 pp USD79.37 -86.5% 65 qtrs
64 4.4K +4.4K (+100.0%) 47.3K +47.3K (+100.0%) 0.04% +0.040 pp 0.01% +0.010 pp USD10.68 +0.0% 1 qtrs NEW
65 CAPTION MANAGEMENT, LLC 4.4K -13.0K (-74.7%) 46.9K -190.8K (-80.3%) 0.04% -0.118 pp 0.00% -0.002 pp USD14.05 -24.0% 3 qtrs
66 RUSSELL INVESTMENTS GROUP, LTD. 3.0K -6.7K (-69.0%) 32.0K -100.1K (-75.8%) 0.03% -0.061 pp 0.00% 0.000 pp USD62.01 -82.8% 37 qtrs
67 BNP PARIBAS ARBITRAGE, SNC 2.9K +559.0 (+23.9%) 30.9K -1.0K (-3.2%) 0.03% +0.005 pp 0.00% +0.000 pp USD52.08 -79.5% 49 qtrs
68 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 2.2K +— (+0.0%) 23.1K -6.5K (-21.9%) 0.02% +0.000 pp 0.00% +0.000 pp USD17.62 -39.4% 5 qtrs
69 QUEST PARTNERS LLC 2.1K -8.0K (-79.6%) 22.1K -116.2K (-84.0%) 0.02% -0.073 pp 0.00% -0.008 pp USD13.67 -21.9% 8 qtrs
70 PINNACLE WEALTH PLANNING SERVICES, INC. 1.7K +1.7K (+100.0%) 17.6K +17.6K (+100.0%) 0.02% +0.015 pp 0.00% +0.002 pp USD10.68 +0.0% 1 qtrs NEW
71 VERSANT CAPITAL MANAGEMENT, INC 1.4K -29.0 (-2.0%) 14.8K -4.5K (-23.5%) 0.01% 0.000 pp 0.00% -0.001 pp USD15.17 -29.6% 5 qtrs
72 ADVISOR GROUP HOLDINGS, INC. 1.4K -50.0 (-3.5%) 14.7K -4.8K (-24.7%) 0.01% -0.001 pp 0.00% +0.000 pp USD25.12 -57.5% 24 qtrs
73 TOWER RESEARCH CAPITAL LLC (TRC) 1.2K +54.0 (+4.6%) 13.2K -2.9K (-18.3%) 0.01% +0.001 pp 0.00% 0.000 pp USD35.02 -69.5% 28 qtrs
74 PNC FINANCIAL SERVICES GROUP, INC. 1.2K +18.0 (+1.6%) 12.4K -3.2K (-20.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD19.66 -45.7% 48 qtrs
75 AMERITAS INVESTMENT PARTNERS, INC. 1.1K +— (+0.0%) 11.4K -3.2K (-21.9%) 0.01% +0.000 pp 0.00% 0.000 pp USD63.50 -83.2% 36 qtrs
76 CREATIVE FINANCIAL DESIGNS INC /ADV 1.0K +— (+0.0%) 10.7K -3.0K (-21.9%) 0.01% +0.000 pp 0.00% 0.000 pp USD13.67 -21.9% 2 qtrs
77 BARROW HANLEY MEWHINNEY & STRAUSS LLC 969.00 +— (+0.0%) 10.3K -2.9K (-21.9%) 0.01% +0.000 pp 0.00% +0.000 pp USD14.05 -24.0% 3 qtrs
78 LEGAL & GENERAL GROUP PLC 929.00 +— (+0.0%) 9.9K -2.8K (-21.9%) 0.01% +0.000 pp 0.00% +0.000 pp USD115.02 -90.7% 46 qtrs
79 SIGNATUREFD, LLC 920.00 +218.0 (+31.1%) 9.8K +230.0 (+2.4%) 0.01% +0.002 pp 0.00% +0.000 pp USD67.31 -84.1% 18 qtrs
80 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 661.00 -120.0 (-15.4%) 7.1K -3.6K (-33.9%) 0.01% -0.001 pp 0.00% +0.000 pp USD48.87 -78.1% 52 qtrs
81 ROYAL BANK OF CANADA 666.00 -19.1K (-96.6%) 7.0K -263.0K (-97.4%) 0.01% -0.174 pp 0.00% +0.000 pp USD34.67 -69.2% 37 qtrs
82 STERLING CAPITAL MANAGEMENT LLC 621.00 -123.0 (-16.5%) 6.6K -3.5K (-34.8%) 0.01% -0.001 pp 0.00% +0.000 pp USD14.75 -27.6% 6 qtrs
83 JONES FINANCIAL COMPANIES LLLP 576.00 +410.0 (+247.0%) 6.2K +3.9K (+170.1%) 0.01% +0.004 pp 0.00% +0.000 pp USD12.21 -12.5% 7 qtrs
84 GAMMA INVESTING LLC 559.00 -661.0 (-54.2%) 6.0K -10.7K (-64.2%) 0.01% -0.006 pp 0.00% -0.001 pp USD14.47 -26.2% 9 qtrs
85 ROCKEFELLER CAPITAL MANAGEMENT L.P. 376.00 +376.0 (+100.0%) 4.0K +4.0K (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD10.68 +0.0% 1 qtrs NEW
86 AMALGAMATED BANK 339.00 -33.0 (-8.9%) 4.0K -1.0K (-20.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD244.13 -95.6% 31 qtrs
87 WEALTHCOLLAB, LLC 339.00 +163.0 (+92.6%) 3.6K +1.2K (+50.5%) 0.00% +0.002 pp 0.00% +0.000 pp USD14.36 -25.6% 9 qtrs
88 ADVISORS ASSET MANAGEMENT, INC. 303.00 -3.0 (-1.0%) 3.2K -947.0 (-22.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD105.38 -89.9% 19 qtrs
89 EVERSOURCE WEALTH ADVISORS, LLC 181.00 -872.0 (-82.8%) 1.9K -12.5K (-86.6%) 0.00% -0.008 pp 0.00% -0.001 pp USD18.43 -42.1% 9 qtrs
90 OPTIVER HOLDING B.V. 176.00 +— (+0.0%) 1.9K -526.0 (-21.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD13.66 -21.8% 2 qtrs
91 SRS CAPITAL ADVISORS, INC. 11.6K +5.4K (+85.8%) 1.8K -83.6K (-97.8%) 0.11% +0.049 pp 0.00% -0.001 pp USD12.33 -13.4% 9 qtrs
92 LOS ANGELES CAPITAL MANAGEMENT LLC 103.00 +103.0 (+100.0%) 1.3K +1.3K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD10.68 +0.0% 1 qtrs NEW
93 MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. 100.00 +— (+0.0%) 1.1K -299.0 (-21.9%) 0.00% +0.000 pp 0.00% 0.000 pp USD14.05 -24.0% 3 qtrs
94 COVESTOR LTD 59.00 +59.0 (+100.0%) 1.0K +1.0K (+100.0%) 0.00% +0.001 pp 0.00% +0.001 pp USD10.68 +0.0% 17 qtrs
95 MASSMUTUAL TRUST CO FSB/ADV 83.00 -21.0 (-20.2%) 886.00 -536.0 (-37.7%) 0.00% 0.000 pp 0.00% +0.000 pp USD14.04 -23.9% 3 qtrs
96 SBI SECURITIES CO., LTD. 75.00 -12.0 (-13.8%) 801.00 -388.0 (-32.6%) 0.00% 0.000 pp 0.00% +0.000 pp USD17.28 -38.2% 5 qtrs
97 CAITLIN JOHN, LLC 46.00 -11.0 (-19.3%) 491.00 -292.0 (-37.3%) 0.00% 0.000 pp 0.00% 0.000 pp USD13.65 -21.8% 2 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 36 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares US Small Cap Value Factor ETF SVAL 0.32% 636.3K 0.20%
2 Federated Hermes MDT Small Cap Core ETF FSCC 0.12% 191.7K 0.51%
3 iShares U.S. Small-Cap Equity Factor ETF SMLF 0.04% 1.56M 0.15%
4 Schwab Fundamental U.S. Small Company Index ETF FNDA 0.03% 2.77M 0.25%
5 iShares Micro-Cap ETF IWC 0.03% 391.3K 0.60%
6 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.02% 380.3K 0.47%
7 Sequoia Global Value ETF SFGV 0.02% 174.1K 0.38%
8 Avantis U.S. Small Cap Value ETF AVUV 0.01% 2.97M 0.25%
9 Dimensional - US Small Cap Value ETF DFSV 0.01% 637.4K 0.30%
10 Vanguard Russell 2000 Value ETF VTWV 0.01% 104.0K 0.06%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.67
Neutral
Ratio by volume
2.97
Bullish
Buys
6
Sells
9
Shares acquired
105.7K
Shares disposed
35.6K
Cash buys
1.00
Cash sales
Net activity
+70,099
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
2026-03-25 Maloney James P. Officer A-Award A Common Stock 34,344 0.00 72,019 D
2026-03-25 MacKenzie Jonathan Barrett Officer A-Award A Common Stock 10,830 0.00 20,838 D
2026-03-25 Chard Daniel R Director / Officer A-Award A Common Stock 4,827 0.00 188,233 D
2026-03-20 Chard Daniel R Director / Officer P-Purchase A Common Stock 17,678 10.11 178.7K 17,678 I
2026-03-17 Maloney James P. Officer F-InKind D Common Stock 482 10.05 4.8K 40,899 D
2026-03-17 MacKenzie Jonathan Barrett Officer F-InKind D Common Stock 70 10.05 703.50 10,870 D
2026-03-17 Chard Daniel R Director / Officer F-InKind D Common Stock 2,638 10.05 26.5K 166,533 D
2026-03-13 Maloney James P. Officer F-InKind D Common Stock 918 9.62 8.8K 41,381 D
2026-03-13 MacKenzie Jonathan Barrett Officer F-InKind D Common Stock 198 9.62 1.9K 10,940 D
2026-03-13 Chard Daniel R Director / Officer F-InKind D Common Stock 7,075 9.62 68.1K 169,171 D
2026-01-05 Johnson Nicholas Mark Officer Common Stock (Restricted Stock Unit) 0 0.00 34,906 D
2025-06-25 Xian Ming Director A-Award A Restricted Stock Units (cash settled) 6,013 0.00 32,143 D
2025-06-25 Thomas Andrea B Director A-Award A Common Stock 11,168 0.00 24,017 D
2025-06-25 SCHLACKMAN SCOTT Director A-Award A Common Stock 11,168 0.00 25,549 D
2025-06-25 Hoer Michael A. Director A-Award A Common Stock 11,168 0.00 26,139 D
2025-06-25 Geary Elizabeth A. Director A-Award A Common Stock 11,168 0.00 19,545 D
2025-06-25 BROWN JEFFREY J Director A-Award A Common Stock 11,168 0.00 29,128 D
2025-06-13 Chard Daniel R Director / Officer P-Purchase A Common Stock 381 13.13 5.0K 149,698 I
2025-03-25 Maloney James P. Officer A-Award A Common Stock 24,161 0.00 42,299 D
2025-03-25 MacKenzie Jonathan Barrett Officer A-Award A Common Stock 7,671 0.00 11,138 D
2025-03-25 Chard Daniel R Director / Officer A-Award A Common Stock 124,953 0.00 176,246 D
2025-03-17 Maloney James P. Officer F-InKind D Common Stock 438 14.35 6.3K 18,138 D
2025-03-17 MacKenzie Jonathan Barrett Officer F-InKind D Common Stock 99 14.35 1.4K 3,467 D
2025-03-17 Chard Daniel R Director / Officer F-InKind D Common Stock 1,864 14.35 26.7K 51,293 D
2025-03-16 Maloney James P. Officer F-InKind D Common Stock 123 13.94 1.7K 18,576 D
2025-03-16 MacKenzie Jonathan Barrett Officer F-InKind D Common Stock 60 13.94 836.40 3,566 D
2025-03-16 Chard Daniel R Director / Officer F-InKind D Common Stock 944 13.94 13.2K 53,157 D
2025-03-13 Maloney James P. Officer F-InKind D Common Stock 835 13.87 11.6K 18,699 D
2025-03-13 MacKenzie Jonathan Barrett Officer F-InKind D Common Stock 280 13.87 3.9K 3,626 D
2025-03-13 Chard Daniel R Director / Officer F-InKind D Common Stock 5,001 13.87 69.4K 54,101 D
2024-12-31 Chard Daniel R Director / Officer Common Stock 0 0.00 99,821 D
2024-09-13 MacKenzie Jonathan Barrett Officer F-InKind D Common Stock 11 18.90 207.90 3,906
2024-06-20 Xian Ming Director A-Award A Restricted Stock Units (cash settled) 10,149 0.00 14,962
2024-06-20 Thomas Andrea B Director A-Award A Common Stock 6,596 0.00 12,849
2024-06-20 SCHLACKMAN SCOTT Director A-Award A Common Stock 6,596 0.00 14,381
2024-06-20 Hoer Michael A. Director A-Award A Common Stock 6,596 0.00 14,971
2024-06-20 Geary Elizabeth A. Director A-Award A Common Stock 6,596 0.00 8,377
2024-06-20 BROWN JEFFREY J Director A-Award A Common Stock 5,581 22.66 126.5K 17,961
2024-03-15 Maloney James P. Officer F-InKind D Common Stock 424 36.61 15.5K 19,534
2024-03-15 MacKenzie Jonathan Barrett Officer F-InKind D Common Stock 51 36.61 1.9K 4,000
2024-03-15 Chard Daniel R Director / Officer F-InKind D Common Stock 1,859 36.61 68.1K 99,821
2024-03-13 Maloney James P. Officer A-Award A Common Stock 8,718 0.00 20,150
2024-03-13 MacKenzie Jonathan Barrett Officer A-Award A Common Stock 2,565 0.00 4,051
2024-03-13 Chard Daniel R Director / Officer A-Award A Common Stock 45,087 0.00 103,230
2024-03-08 SCHLACKMAN SCOTT Director M-Exempt A Common Stock 1,300 27.68 36.0K 11,838
2024-02-14 Maloney James P. Officer F-InKind D Common Stock 648 52.68 34.1K 11,432
2024-02-14 Chard Daniel R Director / Officer F-InKind D Common Stock 5,471 52.68 288.2K 58,143
2023-11-07 Xian Ming Director P-Purchase A Restricted Stock Units (cash settled) 48 0.00 4,813
2023-11-07 Thomas Andrea B Director P-Purchase A Common Stock 50 68.89 3.5K 6,253
2023-11-07 SCHLACKMAN SCOTT Director P-Purchase A Common Stock 53 68.89 3.6K 10,538
2023-11-07 Hoer Michael A. Director P-Purchase A Common Stock 50 68.89 3.4K 8,375
2023-11-07 BROWN JEFFREY J Director P-Purchase A Common Stock 58 68.89 4.0K 5,784
2023-11-03 BROWN JEFFREY J Director P-Purchase A Common Stock 97 70.55 6.8K 4,233
2023-10-06 HALLQUIST CONSTANCE J. S-Sale D Common Stock 5,613 73.87 414.6K 2,152
2023-09-13 MacKenzie Jonathan Barrett Officer F-InKind D Common Stock 10 81.08 810.80 1,486
2023-08-15 BROWN JEFFREY J Director S-Sale D Common Stock 9,832 89.79 882.8K 13,331
2023-08-14 BROWN JEFFREY J Director S-Sale D Common Stock 15,154 92.60 1.40M 23,163
2023-08-08 Xian Ming Director P-Purchase A Restricted Stock Units (cash settled) 37 0.00 4,764
2023-08-08 Thomas Andrea B Director P-Purchase A Common Stock 38 89.42 3.4K 6,203
2023-08-08 SCHLACKMAN SCOTT Director P-Purchase A Common Stock 40 89.42 3.6K 10,485
2023-08-08 Hoer Michael A. Director P-Purchase A Common Stock 38 89.42 3.4K 8,326
2023-08-08 BROWN JEFFREY J Director P-Purchase A Common Stock 44 89.42 3.9K 5,725
2023-08-04 BROWN JEFFREY J Director P-Purchase A Common Stock 67 100.03 6.7K 4,136
2023-07-20 Maloney James P. Officer M-Exempt A Common Stock 3,574 0.00 10,779
2023-06-15 Xian Ming Director A-Award A Restricted Stock Units (cash settled) 2,742 0.00 4,728
2023-06-15 Thomas Andrea B Director A-Award A Common Stock 3,118 0.00 6,165
2023-06-15 SCHLACKMAN SCOTT Director A-Award A Common Stock 3,152 0.00 10,445
2023-06-15 Hoer Michael A. Director A-Award A Common Stock 3,118 0.00 8,288
2023-06-15 Geary Elizabeth A. Director A-Award A Common Stock 1,781 0.00 1,781
2023-06-15 BROWN JEFFREY J Director A-Award A Common Stock 3,289 0.00 5,681
2023-06-14 Geary Elizabeth A. Director 0 0.00 0
2023-05-09 Xian Ming Director P-Purchase A Restricted Stock Units (cash settled) 12 0.00 1,986
2023-05-09 Thomas Andrea B Director P-Purchase A Common Stock 13 87.50 1.1K 3,047
2023-05-09 SCHLACKMAN SCOTT Director P-Purchase A Common Stock 13 87.50 1.2K 7,293
2023-05-09 Hoer Michael A. Director P-Purchase A Common Stock 13 87.50 1.1K 5,170
2023-05-09 HALLQUIST CONSTANCE J. Director P-Purchase A Common Stock 13 87.50 1.2K 7,591
2023-05-09 BROWN JEFFREY J Director P-Purchase A Common Stock 15 87.50 1.3K 2,392
2023-05-05 BROWN JEFFREY J Director P-Purchase A Common Stock 681 89.74 61.1K 37,695
2023-03-17 Maloney James P. Officer A-Award A Common Stock 4,574 0.00 7,320
2023-03-17 MacKenzie Jonathan Barrett Officer A-Award A Common Stock 906 0.00 1,496
2023-03-17 Chard Daniel R Director / Officer A-Award A Common Stock 16,807 0.00 47,128
2023-03-16 Maloney James P. Officer F-InKind D Common Stock 123 104.46 12.8K 2,821
2023-03-16 MacKenzie Jonathan Barrett Officer F-InKind D Common Stock 57 104.46 6.0K 590
2023-03-16 Chard Daniel R Director / Officer F-InKind D Common Stock 1,358 104.46 141.9K 31,193
2023-03-10 SCHLACKMAN SCOTT Director M-Exempt D Stock Option (Right to Buy) 2,200 27.68 60.9K 1,300
2023-02-24 Chard Daniel R Director / Officer F-InKind D Common Stock 15,643 109.99 1.72M 32,551
2023-02-21 Chard Daniel R Director / Officer F-InKind D Common Stock 1,815 115.31 209.3K 14,118
2023-02-07 Xian Ming Director A-Award A Restricted Stock Units (cash settled) 9 0.00 1,973
2023-02-07 Thomas Andrea B Director P-Purchase A Common Stock 10 114.97 1.1K 3,034
2023-02-07 SCHLACKMAN SCOTT Director P-Purchase A Common Stock 10 114.97 1.1K 7,280
2023-02-07 Johnson Nicholas Mark Officer Stock Options 22,640 66.68 1.51M 0 D
2023-02-07 Hoer Michael A. Director P-Purchase A Common Stock 10 114.97 1.1K 5,157
2023-02-07 HALLQUIST CONSTANCE J. Director P-Purchase A Common Stock 10 114.97 1.1K 7,578
2023-02-07 BROWN JEFFREY J Director P-Purchase A Common Stock 11 114.97 1.3K 2,377
2023-02-03 BROWN JEFFREY J Director P-Purchase A Common Stock 516 116.11 59.9K 37,014
2022-11-08 Xian Ming Director A-Award A Restricted Stock Units (cash settled) 10 0.00 1,964
2022-11-08 Thomas Andrea B Director P-Purchase A Common Stock 10 106.93 1.1K 3,024
2022-11-08 SCHLACKMAN SCOTT Director P-Purchase A Common Stock 10 106.93 1.1K 7,270
2022-11-08 Hoer Michael A. Director P-Purchase A Common Stock 10 106.93 1.1K 5,148
2022-11-08 HALLQUIST CONSTANCE J. Director P-Purchase A Common Stock 11 106.93 1.1K 7,893
2022-11-08 BROWN JEFFREY J Director P-Purchase A Common Stock 12 106.93 1.3K 2,366
2022-11-04 BROWN JEFFREY J Director P-Purchase A Common Stock 561 105.06 58.9K 36,499
2022-09-13 MacKenzie Jonathan Barrett Officer F-InKind D Common Stock 10 124.56 1.2K 647
2022-08-09 BROWN JEFFREY J Director P-Purchase A Common Stock 3,530 126.63 447.0K 3,940
2022-08-08 Xian Ming Director A-Award A Restricted Stock Units (cash settled) 7 138.78 1.0K 1,954
2022-08-08 Thomas Andrea B Director A-Award A Common Stock 8 138.78 1.1K 3,014
2022-08-08 SCHLACKMAN SCOTT Director A-Award A Common Stock 8 138.78 1.1K 7,260
2022-08-08 Hoer Michael A. Director A-Award A Common Stock 8 138.78 1.1K 5,138
2022-08-08 HALLQUIST CONSTANCE J. Director A-Award A Common Stock 8 138.78 1.1K 7,882
2022-08-08 BROWN JEFFREY J Director P-Purchase A Common Stock 399 146.01 58.3K 35,938
2022-07-20 Maloney James P. Officer F-InKind D Common Stock 115 174.44 20.1K 2,944
2022-06-16 Xian Ming Director A-Award A Restricted Stock Units (cash settled) 1,317 0.00 1,947
2022-06-16 Thomas Andrea B Director A-Award A Common Stock 1,366 0.00 3,006
2022-06-16 SCHLACKMAN SCOTT Director A-Award A Common Stock 1,448 0.00 7,252
2022-06-16 Hoer Michael A. Director A-Award A Common Stock 1,350 0.00 5,130
2022-06-16 HALLQUIST CONSTANCE J. Director A-Award A Common Stock 1,432 0.00 7,874
2022-06-16 BROWN JEFFREY J Director A-Award A Common Stock 1,580 0.00 2,345
2022-05-05 Chard Daniel R Officer P-Purchase A Common Stock 431 183.25 79.0K 108,598
2022-05-05 BROWN JEFFREY J Director P-Purchase A Common Stock 315 183.25 57.8K 35,539
2022-03-21 Chard Daniel R Director / Officer G-Gift A Common Stock 953 0.00 108,167
2022-03-16 Maloney James P. Officer A-Award A Common Stock 1,281 0.00 3,134
2022-03-16 MacKenzie Jonathan Barrett Officer A-Award A Common Stock 548 0.00 657
2022-03-16 Chard Daniel R Officer A-Award A Common Stock 8,509 0.00 21,139
2022-03-10 Thomas Andrea B Director S-Sale D Common Stock 1,150 174.31 200.5K 1,640
2022-02-23 Chard Daniel R Director / Officer G-Gift D Common Stock 3,375 0.00 16,886
2022-02-22 Chard Daniel R Director / Officer F-InKind D Common Stock 1,804 177.06 319.4K 13,912
2022-02-04 Chard Daniel R Director / Officer P-Purchase A Common Stock 690 186.40 128.7K 103,839
2022-02-04 BROWN JEFFREY J Director P-Purchase A Common Stock 266 186.40 49.6K 35,223
2022-01-03 Chard Daniel R Director / Officer G-Gift A Common Stock 12,539 0.00 103,149
2021-12-31 Chard Daniel R Director / Officer M-Exempt A Common Stock 24,072 0.00 39,788
2021-11-11 BYRNES KEVIN G Director M-Exempt D Stock Options 5,000 31.55 157.8K 0
2021-11-08 BROWN JEFFREY J Director P-Purchase A Common Stock 807 232.55 187.7K 32,764
2021-11-04 Chard Daniel R Director / Officer G-Gift A Common Stock 90,610 0.00 90,610
2021-09-13 MacKenzie Jonathan Barrett Officer A-Award A Common Stock 109 0.00 109
2021-08-20 BYRNES KEVIN G Director S-Sale D Common Stock 673 221.99 149.4K 8,154
2021-08-06 BROWN JEFFREY J Director P-Purchase A Common Stock 142 286.16 40.7K 30,757
2021-07-20 Maloney James P. Officer F-InKind D Common Stock 115 277.00 31.9K 1,853
2021-07-07 BROWN JEFFREY J Director G-Gift A Common Stock 1,970 0.00 30,615
2021-07-02 HALLQUIST CONSTANCE J. Director S-Sale D Common Stock 542 285.09 154.5K 6,442
2021-06-17 Chard Daniel R Director / Officer S-Sale D Common Stock 213 264.35 56.3K 108,415
2021-06-16 Chard Daniel R Director / Officer S-Sale D Common Stock 100 279.03 27.9K 112,691
2021-06-15 Chard Daniel R Director / Officer S-Sale D Common Stock 421 284.03 119.6K 118,515
2021-06-14 Chard Daniel R Director / Officer S-Sale D Common Stock 100 285.74 28.6K 126,754
2021-06-11 Chard Daniel R Director / Officer S-Sale D Common Stock 201 291.61 58.6K 133,690
2021-06-03 Xian Ming Director A-Award A Restricted Stock Units (cash settled) 630 0.00 2,751
2021-06-03 Thomas Andrea B Director A-Award A Common Stock 659 0.00 2,790
2021-06-03 SCHLACKMAN SCOTT Director A-Award A Common Stock 669 0.00 5,900
2021-06-03 Hoer Michael A. Director A-Award A Common Stock 650 0.00 3,780
2021-06-03 HALLQUIST CONSTANCE J. Director A-Award A Common Stock 679 0.00 6,984
2021-06-03 BYRNES KEVIN G Director A-Award A Common Stock 650 0.00 8,827
2021-06-03 BROWN JEFFREY J Director A-Award A Common Stock 765 0.00 2,735
2021-05-19 SCHLACKMAN SCOTT Director S-Sale D Common Stock 904 310.09 280.3K 5,231
2021-05-06 BROWN JEFFREY J Director P-Purchase A Common Stock 180 225.04 40.4K 28,645
2021-03-17 Maloney James P. Officer A-Award A Common Stock 776 0.00 1,968
2021-03-17 Johnson Stephen Kyle Officer A-Award A Common Stock 272 0.00 665
2021-03-17 Chard Daniel R Director / Officer A-Award A Common Stock 5,495 0.00 141,326
2021-03-03 HALLQUIST CONSTANCE J. Director M-Exempt A Common Stock 2,000 27.68 55.4K 10,805
2021-02-20 Chard Daniel R Director / Officer F-InKind D Common Stock 1 268.23 351.11 135,831
2021-02-19 Johnson Stephen Kyle Officer F-InKind D Common Stock 43 268.23 11.5K 393
2021-02-19 Chard Daniel R Director / Officer F-InKind D Common Stock 2 268.23 493.81 137,140
2021-02-05 BROWN JEFFREY J Director P-Purchase A Common Stock 133 240.99 32.0K 28,465
2021-01-14 BYRNES KEVIN G Director G-Gift D Common Stock 2,000 0.00 8,177
2020-11-06 BROWN JEFFREY J Director P-Purchase A Common Stock 198 160.38 31.8K 28,333
2020-10-01 MACDONALD MICHAEL C Director S-Sale D Common Stock 177 163.40 28.9K 271,002
2020-08-04 BROWN JEFFREY J Director P-Purchase A Common Stock 175 172.08 30.1K 28,134
2020-07-20 Maloney James P. Officer A-Award A Common Stock 1,192 0.00 1,192
2020-07-17 SASSANO CARL E Director G-Gift D Common Stock 311 0.00 18,199
2020-07-09 BROWN JEFFREY J Director G-Gift A Common Stock 1,327 0.00 27,960
2020-07-02 Xian Ming Director A-Award A Restricted Stock Units (cash settled) 1,083 0.00 2,121
2020-07-02 HALLQUIST CONSTANCE J. Director S-Sale D Common Stock 535 149.25 79.8K 6,305
2020-07-01 MACDONALD MICHAEL C Director S-Sale D Common Stock 201 134.70 27.1K 275,978
2020-06-16 Thomas Andrea B Director A-Award A Common Stock 1,650 0.00 2,131
2020-06-16 SCHLACKMAN SCOTT Director A-Award A Common Stock 1,699 0.00 6,135
2020-06-16 SASSANO CARL E Director A-Award A Common Stock 1,083 0.00 18,510
2020-06-16 MACDONALD MICHAEL C Director A-Award A Common Stock 1,083 0.00 276,179
2020-06-16 Hoer Michael A. Director A-Award A Common Stock 1,822 0.00 3,130
2020-06-16 HALLQUIST CONSTANCE J. Director A-Award A Common Stock 1,083 0.00 6,840
2020-06-16 BYRNES KEVIN G Director A-Award A Common Stock 1,748 0.00 10,177
2020-06-16 BROWN JEFFREY J Director A-Award A Common Stock 1,970 0.00 3,297
2020-06-04 SCHLACKMAN SCOTT Director M-Exempt A Common Stock 1,500 27.68 41.5K 7,555
2020-05-06 MACDONALD MICHAEL C Director S-Sale D Common Stock 3,200 90.35 289.1K 276,896
2020-05-06 BROWN JEFFREY J Director P-Purchase A Common Stock 409 72.42 29.6K 26,633
2020-04-01 KELLEMAN JOSEPH P Officer D Common Stock 0 0.00 2,740
2020-02-20 ROBINSON TIMOTHY G Officer F-InKind D Common Stock 220 101.45 22.3K 47,214
2020-02-20 Chard Daniel R Director / Officer F-InKind D Common Stock 1,348 101.45 136.8K 137,974
2020-02-19 ROBINSON TIMOTHY G Officer A-Award A Common Stock 1,655 0.00 47,434
2020-02-19 Johnson Stephen Kyle Officer A-Award A Common Stock 436 0.00 436
2020-02-19 Chard Daniel R Director / Officer A-Award A Common Stock 11,359 0.00 140,329
2020-02-16 ROBINSON TIMOTHY G Officer F-InKind D Common Stock 377 103.68 39.1K 45,779
2020-02-07 ROBINSON TIMOTHY G Officer F-InKind D Common Stock 228 100.59 22.9K 46,156
2020-02-05 BROWN JEFFREY J Director G-Gift D Common Stock 15,635 0.00 1,327
2020-02-04 Johnson Stephen Kyle Officer 0 0.00 0
2020-02-04 BROWN JEFFREY J Director P-Purchase A Common Stock 116 101.93 11.8K 10,588
2020-01-02 MACDONALD MICHAEL C Director S-Sale D Common Stock 640 109.40 70.0K 284,456
2019-12-31 ROBINSON TIMOTHY G Officer M-Exempt A Common Stock 37,950 0.00 64,574
2019-12-31 Chard Daniel R Director / Officer M-Exempt A Common Stock 210,000 0.00 228,930
2019-11-05 BROWN JEFFREY J Director P-Purchase A Common Stock 69 112.31 7.8K 10,472
2019-10-03 Chard Daniel R Director / Officer F-InKind D Common Stock 1,847 101.25 187.0K 18,930
2019-08-05 BROWN JEFFREY J Director P-Purchase A Common Stock 78 98.94 7.7K 10,403
2019-06-13 Thomas Andrea B Director A-Award A Common Stock 481 0.00 481

Executive team

Top executives
EBIT / Employee
-28.2K
Shares Outstanding
11.03M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Daniel R. Chard Chairman & Chief Executive Officer 1.00M 4.57M 16.9K 5.58M 81.79%
2 2025 Anthony E. Tyree Former Chief Business Operations Officer 415.9K 162.2K 145.6K 761.1K 1.48M 10.92%
3 2025 James P. Maloney Chief Financial Officer 527.1K 700.4K 184.5K 16.4K 1.43M 49.04%
4 2025 Nicholas M. Johnson Chief Field Operations Officer 440.4K 585.2K 154.1K 16.0K 1.20M 48.94%
5 2025 Jason L. Groves Chief Legal Officer & Corporate Secretary 427.8K 568.5K 149.7K 14.5K 1.16M 48.99%
6 2024 Daniel R. Chard Chairman Chief Executive Officer 1.00M 4.03M 563.5K 16.7K 5.61M 71.83%
7 2024 Daniel R. Chard Chairman & Chief Executive Officer 1.00M 4.03M 563.5K 16.7K 5.61M 71.83%
8 2024 James P. Maloney Chief Financial Officer 527.1K 623.3K 180.8K 16.3K 1.35M 46.26%
9 2024 Nicholas M. Johnson Chief Field Operations Officer 440.4K 520.8K 151.0K 16.1K 1.13M 46.16%
10 2024 Jason L. Groves Chief Legal Officer Corporate Secretary 427.8K 505.9K 146.7K 14.3K 1.09M 46.21%
11 2024 Jason L. Groves Chief Legal Officer & Corporate Secretary 427.8K 505.9K 146.7K 14.3K 1.09M 46.21%
12 2024 Anthony E. Tyree Former Chief Business Operations Officer 415.9K 491.8K 142.6K 15.3K 1.07M 46.16%
13 2024 Anthony E. Tyree Chief Business Operations Officer 415.9K 491.8K 142.6K 15.3K 1.07M 46.16%
14 2023 Daniel R. Chard Chairman Chief Executive Officer 1.00M 4.60M 1.32M 111.8K 7.04M 65.42%
15 2023 Daniel R. Chard Chairman & Chief Executive Officer 1.00M 4.60M 1.32M 111.8K 7.04M 65.42%
16 2023 James P. Maloney Chief Financial Officer 527.1K 992.1K 424.3K 66.3K 2.01M 49.36%
17 2023 Nicholas M. Johnson Chief Field Operations Officer 440.4K 850.7K 354.5K 57.9K 1.70M 49.94%
18 2023 Jason L. Groves Chief Legal Officer Corporate Secretary 427.8K 805.1K 344.4K 54.9K 1.63M 49.33%
19 2023 Jason L. Groves Chief Legal Officer & Corporate Secretary 427.8K 805.1K 344.4K 54.9K 1.63M 49.33%
20 2023 Anthony E. Tyree Former Chief Business Operations Officer 415.9K 803.4K 334.8K 54.1K 1.61M 49.96%
21 2023 Anthony E. Tyree Chief Business Operations Officer 415.9K 803.4K 334.8K 54.1K 1.61M 49.96%
22 2022 Daniel R. Chard Chairman Chief Executive Officer 980.6K 4.00M 943.0K 14.6K 5.94M 67.37%
23 2022 James P. Maloney Chief Financial Officer 506.8K 602.6K 302.5K 14.6K 1.43M 42.24%
24 2022 Nicholas M. Johnson Chief Field Operations Officer 429.7K 503.6K 252.8K 13.9K 1.20M 41.97%
25 2022 Jason L. Groves Chief Legal Officer Corporate Secretary 411.3K 489.1K 245.5K 12.7K 1.16M 42.22%
26 2022 Anthony E. Tyree Chief Business Operations Officer 404.0K 475.6K 238.7K 13.1K 1.13M 42.03%
27 2021 Daniel R. Chard Chairman and Chief Executive Officer 914.3K 17.8K 3.48M 2.13M 379.1K 6.93M 50.28%
28 2021 Daniel R. Chard Chairman Chief Executive Officer 914.3K 17.8K 3.48M 2.13M 14.0K 6.57M 53.08%
29 2021 James P. Maloney Chief Financial Officer 433.8K 8.7K 492.1K 630.7K 55.9K 1.62M 30.35%
30 2021 Nicholas M. Johnson President, Coach Client Experience 389.8K 7.7K 437.6K 560.4K 52.8K 1.45M 30.21%
31 2021 Nicholas M. Johnson Chief Field Operations Officer 389.8K 7.7K 437.6K 560.4K 23.2K 1.42M 30.84%
32 2021 Lauren Walker Executive Vice President, Supply Chain 366.9K 7.1K 312.0K 369.4K 330.4K 1.39M 22.52%
33 2021 Anthony E. Tyree Chief Marketing Officer 368.5K 7.1K 405.9K 519.8K 69.3K 1.37M 29.61%
34 2021 Anthony E. Tyree Chief Business Operations Officer 368.5K 7.1K 405.9K 519.8K 15.1K 1.32M 30.83%
35 2020 Daniel R. Chard Chairman and Chief Executive Officer 909.2K 2.87M 1.75M 22.9K 5.55M 51.65%
36 2020 Daniel R. Chard Chairman Chief Executive Officer 909.2K 2.87M 1.75M 13.8K 5.54M 51.73%
37 2020 Anthony E. Tyree Chief Marketing Officer 374.0K 406.0K 504.7K 15.1K 1.30M 31.24%
38 2020 Anthony E. Tyree Chief Business Operations Officer 374.0K 406.0K 504.7K 11.6K 1.30M 31.32%
39 2020 Nicholas M. Johnson President, Coach Client Experience 339.2K 307.8K 504.0K 18.7K 1.17M 26.31%
40 2020 Nicholas M. Johnson Chief Field Operations Officer 339.2K 307.8K 504.0K 13.2K 1.16M 26.44%
41 2020 Timothy G. Robinson Former Chief Financial Officer 143.8K 30.2K 847.5K 1.02M 2.95%
42 2020 William (“Bill”) M. Baker IV Executive Vice President, Information Technology 363.3K 256.6K 350.2K 16.3K 986.4K 26.02%
43 2020 James P. Maloney Chief Financial Officer 188.0K 496.5K 266.6K 9.2K 960.3K 51.70%
44 2020 Joseph P. Kelleman Former Interim Chief Financial Officer 164.4K 75.0K 6.8K 112.2K 12.8K 371.2K 1.82%
45 2019 Daniel R. Chard Chief Executive Officer 842.6K 2.63M 1.16M 42.8K 4.67M 56.31%
46 2019 Daniel R. Chard Chairman and Chief Executive Officer 842.6K 2.63M 1.16M 42.8K 4.67M 56.31%
47 2019 Timothy G. Robinson Former Chief Financial Officer 413.0K 428.0K 394.8K 17.1K 1.25M 34.16%
48 2019 Anthony Tyree Chief Marketing Officer 350.0K 361.0K 333.0K 12.1K 1.06M 34.18%
49 2019 Anthony E. Tyree Chief Marketing Officer 350.0K 361.0K 333.0K 12.1K 1.06M 34.18%
50 2019 William (“Bill”) Baker IV Executive Vice President Information Technology 339.1K 351.0K 231.0K 12.7K 933.8K 37.59%
51 2019 William (“Bill”) M. Baker IV Executive Vice President, Information Technology 339.1K 351.0K 231.0K 12.7K 933.8K 37.59%
52 2019 Nicholas M. Johnson President, Coach and Client Experience 267.5K 1.00M 139.3K 183.5K 13.6K 703.9K 19.80%
53 2019 Nicholas M. Johnson President, Coach Client Experience 267.5K 100.0K 139.3K 183.5K 13.6K 703.9K 19.80%
54 2018 Daniel R. Chard Chief Executive Officer 675.0K 1.35M 193.4K 2.22M 0.00%
55 2018 Daniel R. Chard Chairman and Chief Executive Officer 675.0K 1.35M 193.4K 2.22M 0.00%
56 2018 Daniel R. Chard Chief Executive Officer 675.0K 1.35M 193.4K 2.22M 0.00%
57 2018 Nicholas M. Johnson President, Coach and Client Experience 198.7K 337.8K 500.3K 124.3K 140.0K 1.30M 64.41%
58 2018 Nicholas M. Johnson President, Coach Client Experience 198.7K 337.8K 500.3K 124.3K 140.0K 1.30M 64.42%
59 2018 Timothy G. Robinson Former Chief Financial Officer 366.6K 85.4K 75.6K 513.2K 26.4K 1.07M 15.09%
60 2018 Timothy G. Robinson Chief Financial Officer 366.6K 85.4K 75.6K 513.2K 26.4K 1.07M 15.09%
61 2018 William (“Bill”) Baker IV Executive Vice President Information Technology 318.1K 28.7K 25.2K 286.3K 20.5K 678.7K 7.94%
62 2018 William Baker IV 318.1K 28.7K 25.2K 286.3K 20.5K 678.7K 7.94%
63 2018 William (“Bill”) M. Baker IV Executive Vice President, Information Technology 318.1K 28.7K 25.2K 286.3K 20.5K 678.7K 7.94%
64 2018 Frances S. Lawler 53.7K 50.0K 207.6K 310.0K 6.9K 628.2K 33.05%
65 2018 Anthony Tyree Chief Marketing Officer
66 2017 Mehrnaz Mona Ameli Former President of OPTA VIA 339.6K 623.4K 110.0K 335.6K 365.2K 1.77M 41.35%
67 2017 Michael C. MacDonald Former Executive Chairman of the Board 434.4K 698.7K 346.8K 255.0K 1.73M 40.27%
68 2017 Daniel R. Chard Chief Executive Officer 650.0K 884.0K 88.2K 1.62M 0.00%
69 2017 Daniel R. Chard Chief Executive Officer 650.0K 884.0K 88.2K 1.62M 0.00%
70 2017 Timothy G. Robinson Chief Financial Officer 352.5K 623.4K 110.0K 335.6K 33.8K 1.46M 50.40%
71 2017 Timothy G. Robinson Former Chief Financial Officer 352.5K 623.4K 110.0K 335.6K 33.8K 1.46M 50.40%
72 2017 Jeanne M. City Former Executive Vice 251.1K 208.3K 34.3K 153.7K 262.8K 910.2K 26.66%
73 2017 Nicholas M. Johnson President, Coach and Client Experience
74 2017 William (“Bill”) Baker IV Executive Vice President Information Technology
75 2017 Anthony Tyree Chief Marketing Officer
76 2016 Daniel R. Chard Chief Executive Officer 172.3K 2.58M 154.4K 88.2K 3.00M 86.16%
77 2016 Daniel R. Chard Chief Executive Officer 172.3K 2.58M 154.4K 88.2K 3.00M 86.16%
78 2016 Michael C. MacDonald Former Executive Chairman of the Board 658.4K 1.11M 636.0K 186.6K 2.59M 42.86%
79 2016 Michael C. MacDonald Chairman of the Board and former Chief 658.4K 1.11M 636.0K 186.6K 2.59M 42.86%
80 2016 Timothy G. Robinson Chief Financial Officer 331.2K 277.7K 195.1K 43.0K 847.0K 32.79%
81 2016 Margaret E. Sheetz Former Chief Operating Officer and President 118.0K 500.0K 618.0K 0.00%
82 2016 Mehrnaz Mona Ameli Former President of OPTA VIA 301.5K 69.4K 15.1K 186.5K 25.0K 597.4K 14.14%
83 2016 Mehrnaz Mona Ameli President of Take Shape for Life 301.5K 69.4K 15.1K 186.5K 25.0K 597.4K 14.14%
84 2016 Brian N. Kagen Executive Vice President Chief Marketing Officer 278.4K 69.4K 15.1K 110.0K 28.1K 501.0K 16.86%
85 2016 Jeanne M. City Former Executive Vice 232.7K 69.4K 15.1K 92.6K 24.3K 434.1K 19.46%
86 2016 Jeanne M. City Former Executive Vice 232.7K 69.4K 15.1K 92.6K 24.3K 434.1K 19.46%
87 2015 Michael C. MacDonald Chairman of the Board and former Chief 654.5K 709.9K 499.0K 70.1K 1.93M 36.72%
88 2015 Michael C. MacDonald Chairman of the Board Chief Executive Officer 654.5K 709.9K 499.0K 70.1K 1.93M 36.72%
89 2015 Michael C. MacDonald Former Executive Chairman of the Board 654.5K 709.9K 499.0K 70.1K 1.93M 36.72%
90 2015 Margaret Sheetz Chief Operating Officer President 436.3K 354.9K 332.7K 40.1K 1.16M 30.49%
91 2015 Margaret E. Sheetz Former Chief Operating Officer and President 436.3K 354.9K 332.7K 40.1K 1.16M 30.49%
92 2015 Timothy G. Robinson Chief Financial Officer 327.2K 177.5K 149.7K 30.8K 685.3K 25.90%
93 2015 Mehrnaz Mona Ameli President of Take Shape for Life 315.0K 45.1K 32.2K 97.7K 98.3K 588.2K 13.14%
94 2015 Mehrnaz Mona Ameli Former President of OPTA VIA 315.0K 45.1K 97.7K 98.3K 588.2K 7.68%
95 2015 Mehrnaz Mona Ameli President of Take Shape for Life 315.0K 45.1K 32.2K 97.7K 98.3K 588.2K 13.14%
96 2015 Brian N. Kagen Executive Vice President Chief Marketing Officer 274.4K 45.1K 32.2K 83.7K 28.0K 463.4K 16.68%
97 2015 Brian Kagen Executive Vice President 274.4K 45.1K 32.2K 83.7K 28.0K 463.4K 16.68%
98 2014 Michael C. MacDonald Chairman of the Board Chief Executive Officer 635.4K 5.04M 317.7K 27.1K 6.02M 83.72%
99 2014 Michael C. MacDonald Chairman of the Board and former Chief 635.4K 5.04M 317.7K 27.1K 6.02M 83.72%
100 2014 Margaret Sheetz Chief Operating Officer President 423.6K 265.2K 211.8K 24.6K 925.2K 28.66%
101 2014 Margaret E. Sheetz Former Chief Operating Officer and President 423.6K 265.2K 211.8K 24.6K 925.2K 28.66%
102 2014 Jeannette Mills Executive Vice President, 383.1K 55.1K 30.7K 281.2K 750.2K 11.45%
103 2014 Timothy G. Robinson Chief Financial Officer 317.7K 132.6K 95.3K 26.1K 571.7K 23.19%
104 2014 Brian N. Kagen Executive Vice President Chief Marketing Officer 266.4K 33.2K 30.7K 53.3K 28.2K 411.7K 15.52%
105 2014 Brian Kagen Executive Vice President 266.4K 33.2K 30.7K 53.3K 28.2K 411.7K 15.52%
106 2014 Brian Kagen Executive Vice President 266.4K 33.2K 30.7K 53.3K 28.2K 411.7K 15.52%
107 2014 Don Gould Executive Vice President Technology 233.0K 33.2K 30.7K 46.6K 26.2K 369.7K 17.28%
108 2013 Michael C. MacDonald Chairman of the Board Chief Executive Officer 600.0K 1.27M 675.0K 12.9K 2.56M 49.73%
109 2013 Margaret Sheetz Chief Operating Officer President 400.0K 1.58M 450.0K 8.9K 2.44M 64.74%
110 2013 Timothy G. Robinson Chief Financial Officer 285.0K 382.1K 202.5K 70.3K 939.9K 40.65%
111 2013 Jeannette Mills Executive Vice President, 132.0K 344.0K 19.6K 34.3K 5.3K 535.2K 67.94%
112 2013 Don Gould Executive Vice President Technology 220.0K 45.5K 28.7K 55.0K 8.1K 357.3K 20.75%
113 2013 Timothy G. Robinson
114 2013 Joseph Kelleman Acting Chief Financial Officer
115 2013 Jason Groves
116 2013 Jeannette Mills
117 2012 Michael C. MacDonald Chairman of the Board Chief Executive Officer 344.2K 815.2K 1.3K 1.16M 0.00%
118 2012 Margaret Sheetz Chief Operating Officer President 247.1K 582.5K 6.1K 835.7K 0.00%
119 2012 Don Gould Executive Vice President Technology 220.0K 174.9K 4.1K 399.0K 0.00%
120 2012 Joseph Kelleman Acting Chief Financial Officer
121 2011 Michael C. MacDonald Chairman of the Board Chief Executive Officer
122 2011 Margaret Sheetz Chief Operating Officer President
123 2006 Michael S. McDevitt 99.0K 27.5K 289.0K 3.8K 419.3K 68.92%
124 2006 Bradley T. MacDonald 225.0K 6.6K 331.6K 0.00%
125 2006 Margaret MacDonald 81.0K 4.0K 237.0K 2.4K 324.4K 73.06%
126 2006 Brendan N. Connors 80.0K 4.0K 47.0K 1.4K 132.4K 35.50%
127 2006 Leo Williams 125.0K 3.8K 128.8K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-30 DEFA14A
2026-04-06 DEFA14A
2026-04-06 DEF 14A
2025-04-29 DEFA14A
2025-04-29 DEF 14A
2024-04-26 DEFA14A
2024-04-26 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-04 8-K
2026-05-04 10-Q
2026-04-30 DEFA14A
2026-04-06 DEFA14A
2026-04-06 DEF 14A
2026-04-06 ARS
2026-03-27 SC 13G/A
2026-03-27 4
2026-03-27 4
2026-03-27 4

Executive team

NameTitleCompensationGender
Daniel R. Chard Executive Chairman & Chief Executive Officer 1M male
James Maloney Chief Financial Officer 728.0K male
Nicholas Johnson Chief Field Operations Officer & President 610.5K male
Jason L. Groves Executive Vice President, General Counsel & Corporate Secretary 592.0K male
Jonathan Barrett MacKenzie Vice President of Finance & Chief Accounting Officer male
Claudia C. Greninger Chief Human Resources Officer female
Steven Zenker Vice President of Investor Relations male
ESG Rating
B-
PERSONAL PRODUCTS & SERVICES
2017
E (Environmental)
62.5 / 46.4
Company / Sector avg.
S (Social)
77.4 / 71.2
Company / Sector avg.
G (Governance)
71.7 / 76.5
Company / Sector avg.
ESG Total
70.5 / 64.7
Company / Sector avg.
ESG Score History PERSONAL PRODUCTS & SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2019-06-24 2020-04-27 Donna Shalala FL27 -- Sale (Full) $1,001 - $15,000
2019-04-30 2020-04-27 Donna Shalala FL27 -- Purchase $1,001 - $15,000
Market share among peers
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