The Middleby Corporation (MIDD)
Elgin, IL, US
The Middleby Corporation is a global enterprise specializing in the design, production, marketing, distribution, and servicing of a comprehensive range of equipment for commercial foodservice, industrial food processing, and residential kitchens. Its operations extend across numerous international markets, including the United States, Canada, Asia, Europe, the Middle East, and Latin America. The company's offerings are segmented into three primary divisions: Commercial Foodservice Equipment Group: This segment provides an extensive array of professional kitchen solutions. Products include diverse oven types such as conveyor, combi, convection, and speed cooking models; cooking appliances like ranges, fryers, rethermalizers, and steam and induction cooking units; food warming and catering equipment; heated cabinets, charbroilers, and ventless cooking systems. It also covers kitchen ventilation, toasters, griddles, charcoal grills, professional mixers, custom stainless steel fabrication, refrigeration units (including blast chillers, cold rooms, and freezers), ice machines, and specialized beverage dispensing, home and professional craft brewing, and bottle filling and canning equipment, alongside innovative IoT solutions. Food Processing Equipment Group: This division caters to industrial-scale food production. It supplies machinery for batch, baking, proofing, and continuous processing ovens; advanced frying and automated thermal processing systems; equipment for tumbling, massaging, grinding, slicing, reduction, emulsion, mixing, forming, and blending. Further offerings include battering, breading, seeding, water cutting, food pressing, food suspension, filling, depositing, and comprehensive food safety, handling, freezing, defrosting, and packaging solutions. These systems are utilized by manufacturers producing diverse products such as hot dogs, dinner sausages, poultry, lunchmeat, muffins, cookies, and bread. Residential Kitchen Equipment Group: This segment focuses on high-end appliances for the home. Its portfolio includes cookers, stoves, dishwashers, microwaves, cooktops, wine coolers, ice machines, and both indoor ventilation and outdoor kitchen equipment. Established in 1888 as the Middleby Marshall Oven Company, the firm adopted its current name, The Middleby Corporation, in 1985. Its corporate headquarters are located in Elgin, Illinois.
5 articles
- Midera Food Processing Completes Spin-Off, Begins Trading Tomorrow as Independent, Public Company GlobeNewsWire
- Chip Rout Drags Nasdaq 100 Lower, Oil Climbs: Stock Market Today Benzinga
- Middleby (MIDD) May Find a Bottom Soon, Here's Why You Should Buy the Stock Now Zacks Investment Research
- Middleby Completes Spin-off of Midera Food Processing Business Wire
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.36% | -5.37% | +5.57% | -7.95% | +21.29% | +1.57% | +2.79% | +7.83% | -10.45% | +31.71% | +19,595.57% |
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 | 6 | 0 |
| Hold | 3 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 3 |
198.33
+47.6%
|
| Last Quarter | 4 |
195.50
+45.5%
|
| Last Year | 10 |
181.00
+34.7%
|
| All Time | 16 |
177.19
+31.8%
|
-
Revenue growth Industrial - Machinery: +7.4%-17.4% Q2'26: -7.4% (vs Q1'25)
-
EPS growth Industrial - Machinery: +15.6%-168.1% Q2'26: -162.7% (vs Q1'25)
-
FCF margin FCF growth · Industrial - Machinery: +38.2%+12.5% Q2'26: +23.2% (vs Q1'25)
-
EBIT margin Industrial - Machinery: +10.0%+18.0% ★ Q2'26: +16.1% (vs Q1'25)
-
ROIC Industrial - Machinery: +6.8%+9.3% ★ Q2'26: +10.0% (vs Q1'25)
-
Share dilution Industrial - Machinery: +0.0%-4.7% ★ Q2'26: -13.5% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Industrial - Machinery: -0.65×3.22× Q2'26: 2.93× (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 |
Dec 2010 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Jan 2024 actual |
Jan 2025 actual |
Jan 2026 7 Rev. Ana. 8 EPS Ana. |
Jan 2027 6 Rev. Ana. 7 EPS Ana. |
Jan 2028 7 Rev. Ana. 7 EPS Ana. |
Jan 2029 2 Rev. Ana. 1 EPS Ana. |
Jan 2030 1 Rev. Ana. 1 EPS Ana. |
Jan 2031 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
719.12M
est: 667.63M (+7.7%)
|
1.04B
est: 946.56M (+9.7%)
|
1.43B
est: 1.23B (+16.4%)
|
1.64B
est: 1.63B (+0.4%)
|
1.83B
est: 1.84B (-0.6%)
|
2.27B
est: 2.26B (+0.5%)
|
2.34B
est: 2.35B (-0.5%)
|
2.72B
est: 2.70B (+0.7%)
|
2.96B
est: 2.93B (+0.9%)
|
2.51B
est: 2.48B (+1.4%)
|
3.25B
est: 3.23B (+0.5%)
|
4.03B
est: 4.01B (+0.5%)
|
3.88B
est: 3.91B (-0.8%)
|
3.86B
est.
|
3.85B
3.79B – 3.86B
-0.2% YoY
|
3.38B
3.37B – 3.40B
-12.1% YoY
|
3.52B
3.49B – 3.54B
+4.0% YoY
|
3.73B
3.65B – 3.81B
+5.9% YoY
|
3.84B
3.78B – 3.91B
+3.1% YoY
|
3.96B
3.90B – 4.03B
+3.0% YoY
|
| EBITDA |
139.84M
est: 127.73M (+9.5%)
|
210.58M
est: 188.92M (+11.5%)
|
296.73M
est: 238.35M (+24.5%)
|
342.24M
est: 328.79M (+4.1%)
|
385.43M
est: 324.17M (+18.9%)
|
500.06M
est: 447.37M (+11.8%)
|
478.35M
est: 490.87M (-2.6%)
|
579.91M
est: 620.43M (-6.5%)
|
648.66M
est: 614.30M (+5.6%)
|
439.25M
est: 370.94M (+18.4%)
|
801.90M
est: 660.15M (+21.5%)
|
791.45M
est: 860.23M (-8.0%)
|
796.72M
est: 826.05M (-3.5%)
|
815.52M
est.
|
813.77M
800.61M – 815.87M
-0.2% YoY
|
715.45M
713.29M – 719.77M
-12.1% YoY
|
743.90M
737.36M – 748.26M
+4.0% YoY
|
788.14M
771.59M – 804.70M
+5.9% YoY
|
812.54M
799.40M – 826.12M
+3.1% YoY
|
836.91M
823.38M – 850.90M
+3.0% YoY
|
| EBIT |
119.55M
est: 112.00M (+6.7%)
|
181.68M
est: 168.78M (+7.6%)
|
241.68M
est: 205.44M (+17.6%)
|
296.38M
est: 292.60M (+1.3%)
|
298.13M
est: 279.78M (+6.6%)
|
443.96M
est: 397.15M (+11.8%)
|
409.51M
est: 419.20M (-2.3%)
|
482.26M
est: 476.60M (+1.2%)
|
545.23M
est: 484.07M (+12.6%)
|
331.16M
est: 266.44M (+24.3%)
|
676.66M
est: 543.98M (+24.4%)
|
653.39M
est: 655.60M (-0.3%)
|
669.55M
est: 695.08M (-3.7%)
|
686.23M
est.
|
684.75M
673.68M – 686.52M
-0.2% YoY
|
602.02M
600.20M – 605.66M
-12.1% YoY
|
625.96M
620.45M – 629.63M
+4.0% YoY
|
663.19M
649.26M – 677.12M
+5.9% YoY
|
683.72M
672.67M – 695.14M
+3.1% YoY
|
704.23M
692.84M – 716.00M
+3.0% YoY
|
| Net Income |
72.87M
est: 66.03M (+10.3%)
|
120.70M
est: 108.02M (+11.7%)
|
153.93M
est: 129.31M (+19.0%)
|
193.31M
est: 187.28M (+3.2%)
|
191.61M
est: 176.74M (+8.4%)
|
284.22M
est: 252.85M (+12.4%)
|
298.13M
est: 306.28M (-2.7%)
|
317.15M
est: 339.25M (-6.5%)
|
352.24M
est: 330.84M (+6.5%)
|
207.29M
est: 170.56M (+21.5%)
|
488.49M
est: 425.82M (+14.7%)
|
436.57M
est: 453.51M (-3.7%)
|
428.43M
est: 372.64M (+15.0%)
|
471.91M
est.
|
467.54M
465.74M – 469.34M
-0.9% YoY
|
495.04M
480.76M – 509.32M
+5.9% YoY
|
558.23M
535.66M – 580.80M
+12.8% YoY
|
637.82M
624.20M – 651.45M
+14.3% YoY
|
770.69M
754.50M – 787.44M
+20.8% YoY
|
849.72M
831.87M – 868.18M
+10.3% YoY
|
| SGA |
163.89M
est: 150.11M (+9.2%)
|
214.91M
est: 193.42M (+11.1%)
|
305.55M
est: 253.14M (+20.7%)
|
346.67M
est: 306.01M (+13.3%)
|
375.15M
est: 313.38M (+19.7%)
|
444.43M
est: 393.81M (+12.9%)
|
436.49M
est: 447.86M (-2.5%)
|
538.84M
est: 581.63M (-7.4%)
|
593.81M
est: 562.07M (+5.6%)
|
491.90M
est: 428.79M (+14.7%)
|
667.98M
est: 641.81M (+4.1%)
|
797.23M
est: 748.72M (+6.5%)
|
762.50M
est: 784.59M (-2.8%)
|
774.59M
est.
|
772.93M
760.43M – 774.92M
-0.2% YoY
|
679.54M
677.49M – 683.65M
-12.1% YoY
|
706.57M
700.35M – 710.71M
+4.0% YoY
|
748.59M
732.87M – 764.31M
+5.9% YoY
|
771.76M
759.28M – 784.66M
+3.1% YoY
|
794.91M
782.06M – 808.19M
+3.0% YoY
|
| EPS |
1.36
est: 1.14 (+19.3%)
|
2.22
est: 1.77 (+25.4%)
|
2.76
est: 2.04 (+35.3%)
|
3.41
est: 3.22 (+5.9%)
|
3.36
est: 3.70 (-9.1%)
|
4.98
est: 4.89 (+1.8%)
|
5.26
est: 5.45 (-3.4%)
|
5.71
est: 5.88 (-2.8%)
|
6.33
est: 6.24 (+1.4%)
|
3.76
est: 4.76 (-21.1%)
|
8.85
est: 7.86 (+12.7%)
|
8.07
est: 8.97 (-10.0%)
|
7.97
est: 7.21 (+10.5%)
|
9.13
est.
|
9.05
9.02 – 9.09
-0.9% YoY
|
9.56
9.31 – 9.86
+5.7% YoY
|
10.88
10.37 – 11.24
+13.7% YoY
|
12.34
12.08 – 12.61
+13.5% YoY
|
14.92
14.61 – 15.24
+20.9% YoY
|
16.45
16.10 – 16.81
+10.3% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-08 | Barclays | Overweight | Overweight | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-07 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-06 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-05 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-04 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-01 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-30 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-29 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-28 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-27 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-24 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-23 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-22 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-21 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-20 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-17 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-16 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
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 | The Vanguard Group - 23-1945930 | 5.16M | 9.27% | — | 28.4K | 5.08M | 77.7K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 2 | Wellington Group Holdings LLP | 4.65M | 8.32% | — | 4.19M | — | — | HC | Massachusetts | 2022-02-04 | ↗ |
| 3 | Wellington Investment Advisors Holdings LLP | 4.65M | 8.32% | — | 4.19M | — | — | HC | Delaware | 2022-02-04 | ↗ |
| 4 | Wellington Management Group LLP | 4.65M | 8.32% | — | 4.19M | — | — | HC | Massachusetts | 2022-02-04 | ↗ |
| 5 | (1)Names of reporting persons. BlackRock, Inc. | 4.56M | 8.20% | 4.36M | — | 4.56M | — | HC | Delaware | 2021-02-05 | ↗ |
| 6 | George S. Loening | 4.54M | 8.42% | — | 4.54M | — | — | HC, IN | Delaware | 2023-02-14 | ↗ |
| 7 | Select Equity Group, L.P. | 4.54M | 8.42% | — | 4.54M | — | — | IA | Delaware | 2023-02-14 | ↗ |
| 8 | Wellington Management Company LLP | 4.37M | 7.82% | — | 4.07M | — | — | IA | Delaware | 2022-02-04 | ↗ |
| 9 | GOLDMAN SACHS & CO. LLC | 4.03M | 7.20% | — | 4.03M | — | 4.03M | BD, IA, OO | Delaware | 2021-02-11 | ↗ |
| 10 | THE GOLDMAN SACHS GROUP, INC. | 4.03M | 7.20% | — | 4.03M | — | 4.03M | HC, CO | Delaware | 2021-02-11 | ↗ |
| 11 | Capital Research Global Investors ** | 3.55M | 6.30% | 3.55M | — | 3.55M | — | IA | Delaware | 2019-02-14 | ↗ |
| 12 | Rose S. Shabet | 3.03M | 5.40% | — | 3.03M | — | 3.03M | IN | Delaware | 2018-06-25 | ↗ |
| 13 | Viking Global Investors LP | 3.03M | 5.40% | — | 3.03M | — | 3.03M | PN | Delaware | 2018-06-25 | ↗ |
| 14 | (1) BlackRock, Inc. | 2.85M | 5.10% | 2.51M | — | 2.85M | — | HC | Delaware | 2020-02-07 | ↗ |
| 15 | EdgePoint Global Portfolio | 2.83M | 5.10% | — | 2.83M | — | 2.83M | FI | Ontario, Canada | 2019-01-31 | ↗ |
| 16 | 2. | 2.76M | 5.15% | 2.71M | — | 2.76M | — | IA | New York | 2024-02-07 | ↗ |
| 17 | EdgePoint Investment Group Inc. | 2.53M | 4.50% | 1.99M | 537.6K | 1.99M | 537.6K | FI | — | 2022-02-11 | ↗ |
| 18 | Viking Global Performance LLC | 1.89M | 3.40% | — | 1.89M | — | 1.89M | OO | Delaware | 2018-06-25 | ↗ |
| 19 | Fiera Capital Corporation | 1.59M | 2.90% | 930.0K | — | 658.6K | 658.6K | FI | — | 2021-02-09 | ↗ |
| 20 | Viking Long Fund GP LLC | 834.9K | 1.50% | — | 834.9K | — | 834.9K | OO | Delaware | 2018-06-25 | ↗ |
| 21 | Viking Global Equities LP | 644.1K | 1.20% | — | 644.1K | — | 644.1K | PN | Delaware | 2018-06-25 | ↗ |
| 22 | Viking Global Opportunities GP LLC | 307.9K | 0.60% | — | 307.9K | — | 307.9K | OO | Delaware | 2018-06-25 | ↗ |
| 23 | Viking Global Opportunities Liquid Portfolio Sub-Master LP | 307.9K | 0.60% | — | 307.9K | — | 307.9K | PN | Delaware | 2018-06-25 | ↗ |
| 24 | 95-1411037 | 13.00 | 1.60% | 869.3K | — | 869.3K | — | IA | Delaware | 2020-06-10 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | PRICE T ROWE ASSOCIATES INC /MD/ | 5.77M +1.9M (+49.2%) | 858.16M +343.8M (+66.8%) | 11.43% +4.072 pp | 0.09% +0.038 pp | USD142.56 +4.3% | 75 qtrs — |
| 2 | VANGUARD GROUP INC | 4.30M -111.3K (-2.5%) | 639.68M +52.9M (+9.0%) | 8.52% +0.128 pp | 0.01% +0.001 pp | USD69.97 +112.5% | 84 qtrs — |
| 3 | BLACKROCK, INC. | 4.15M -99.1K (-2.3%) | 617.69M +52.2M (+9.2%) | 8.22% +0.139 pp | 0.01% +0.001 pp | USD138.98 +7.0% | 6 qtrs — |
| 4 | GARDEN INVESTMENT MANAGEMENT, L.P. | 3.38M +102.9K (+3.1%) | 502.47M +66.9M (+15.4%) | 6.69% +0.462 pp | 100.00% +0.000 pp | USD146.68 +1.4% | 5 qtrs — |
| 5 | JPMORGAN CHASE & CO | 2.15M +83.3K (+4.0%) | 320.11M +45.0M (+16.3%) | 4.26% +0.328 pp | 0.02% +0.004 pp | USD137.01 +8.5% | 51 qtrs — |
| 6 | ARIEL INVESTMENTS, LLC | 1.56M +285.5K (+22.4%) | 231.72M +62.5M (+36.9%) | 3.09% +0.666 pp | 2.50% +0.693 pp | USD132.79 +12.0% | 24 qtrs — |
| 7 | DIMENSIONAL FUND ADVISORS LP | 1.49M +58.7K (+4.1%) | 220.95M +31.2M (+16.4%) | 2.94% +0.229 pp | 0.05% +0.006 pp | USD118.07 +25.9% | 51 qtrs — |
| 8 | INVESCO LTD. | 1.43M +413.5K (+40.6%) | 212.90M +77.5M (+57.2%) | 2.83% +0.899 pp | 0.03% +0.011 pp | USD137.95 +7.8% | 57 qtrs — |
| 9 | STATE STREET CORP | 1.42M -23.2K (-1.6%) | 210.52M +19.2M (+10.0%) | 2.80% +0.068 pp | 0.01% +0.000 pp | USD108.76 +36.7% | 51 qtrs — |
| 10 | VICTORY CAPITAL MANAGEMENT INC | 1.34M -104.7K (-7.3%) | 198.79M +7.1M (+3.7%) | 2.65% -0.094 pp | 0.11% +0.000 pp | USD156.66 -5.1% | 43 qtrs — |
| 11 | EARNEST PARTNERS LLC | 1.31M -20.9K (-1.6%) | 194.55M +17.8M (+10.1%) | 2.59% +0.064 pp | 0.83% +0.067 pp | USD139.03 +6.9% | 6 qtrs — |
| 12 | WELLINGTON MANAGEMENT GROUP LLP | 1.31M -1.9M (-59.0%) | 194.43M -230.1M (-54.2%) | 2.59% -3.481 pp | 0.03% -0.040 pp | USD131.69 +12.9% | 45 qtrs — |
| 13 | TURTLE CREEK ASSET MANAGEMENT INC. | 1.12M -344.8K (-23.6%) | 166.06M -28.3M (-14.5%) | 2.21% -0.567 pp | 7.31% +1.444 pp | USD113.11 +31.4% | 34 qtrs — |
| 14 | D. E. SHAW & CO., INC. | 991.7K +227.1K (+29.7%) | 147.44M +45.8M (+45.1%) | 1.96% +0.510 pp | 0.08% +0.024 pp | USD138.03 +7.7% | 31 qtrs — |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 900.2K -14.3K (-1.6%) | 133.87M +12.3M (+10.1%) | 1.78% +0.044 pp | 0.01% +0.001 pp | USD104.86 +41.8% | 78 qtrs — |
| 16 | BANK OF AMERICA CORP /DE/ | 862.0K -1.4K (-0.2%) | 128.15M +13.4M (+11.7%) | 1.71% +0.065 pp | 0.01% +0.002 pp | USD145.07 +2.5% | 52 qtrs — |
| 17 | CLARKSTON CAPITAL PARTNERS, LLC | 788.8K +139.6K (+21.5%) | 117.27M +31.0M (+35.9%) | 1.56% +0.328 pp | 2.71% +0.856 pp | USD138.04 +7.7% | 5 qtrs — |
| 18 | SEI INVESTMENTS CO | 754.2K +56.3K (+8.1%) | 112.12M +19.4M (+20.9%) | 1.49% +0.166 pp | 0.11% +0.011 pp | USD139.89 +6.3% | 45 qtrs — |
| 19 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 722.1K +705.6K (+4,256.3%) | 107.36M +105.2M (+4,771.2%) | 1.43% +1.398 pp | 0.07% +0.066 pp | USD148.32 +0.2% | 5 qtrs — |
| 20 | MORGAN STANLEY | 600.7K +289.3K (+92.9%) | 89.30M +47.9M (+115.8%) | 1.19% +0.597 pp | 0.01% +0.003 pp | USD142.39 +4.4% | 51 qtrs — |
| 21 | AMERIPRISE FINANCIAL INC | 581.6K +103.3K (+21.6%) | 86.47M +22.9M (+36.0%) | 1.15% +0.242 pp | 0.02% +0.005 pp | USD141.51 +5.1% | 55 qtrs — |
| 22 | FRANKLIN RESOURCES INC | 549.1K -101.4K (-15.6%) | 81.64M -4.8M (-5.6%) | 1.09% -0.150 pp | 0.02% -0.002 pp | USD149.88 -0.8% | 20 qtrs — |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 491.5K +280.2K (+132.6%) | 73.07M +45.0M (+160.1%) | 0.97% +0.571 pp | 0.04% +0.025 pp | USD146.61 +1.4% | 8 qtrs — |
| 24 | BANK OF MONTREAL /CAN/ | 457.2K +1.8K (+0.4%) | 67.97M +7.4M (+12.3%) | 0.91% +0.039 pp | 0.02% +0.000 pp | USD128.14 +16.0% | 51 qtrs — |
| 25 | BANK OF NEW YORK MELLON CORP | 424.6K +537.0 (+0.1%) | 63.13M +6.8M (+12.0%) | 0.84% +0.035 pp | 0.01% +0.000 pp | USD110.04 +35.1% | 66 qtrs — |
| 26 | NORTHERN TRUST CORP | 406.1K -31.2K (-7.1%) | 60.37M +2.2M (+3.9%) | 0.80% -0.027 pp | 0.01% +0.000 pp | USD105.85 +40.5% | 51 qtrs — |
| 27 | BOSTON PARTNERS | 363.4K -18.4K (-4.8%) | 54.05M +3.2M (+6.3%) | 0.72% -0.006 pp | 0.06% +0.004 pp | USD155.84 -4.6% | 19 qtrs — |
| 28 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 337.9K +300.6K (+804.5%) | 50.24M +45.3M (+911.6%) | 0.67% +0.598 pp | 0.34% +0.303 pp | USD148.27 +0.3% | 11 qtrs — |
| 29 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 324.9K +1.5K (+0.5%) | 48.30M +5.3M (+12.4%) | 0.64% +0.029 pp | 0.01% +0.001 pp | USD105.48 +40.9% | 92 qtrs — |
| 30 | COOKE & BIELER LP | 323.6K +323.6K (+100.0%) | 48.11M +48.1M (+100.0%) | 0.64% +0.641 pp | 0.50% +0.502 pp | USD148.67 +0.0% | 1 qtrs NEW |
| 31 | NORGES BANK | 290.8K +290.8K (+100.0%) | 43.24M +43.2M (+100.0%) | 0.58% +0.576 pp | 0.00% +0.005 pp | USD148.67 +0.0% | 1 qtrs NEW |
| 32 | UBS GROUP AG | 218.9K -169.1K (-43.6%) | 32.54M -19.0M (-36.9%) | 0.43% -0.304 pp | 0.01% -0.003 pp | USD136.05 +9.3% | 45 qtrs — |
| 33 | QUANTINNO CAPITAL MANAGEMENT LP | 210.7K +20.2K (+10.6%) | 31.33M +6.0M (+23.7%) | 0.42% +0.055 pp | 0.06% -0.006 pp | USD140.86 +5.5% | 13 qtrs — |
| 34 | NEUBERGER BERMAN GROUP LLC | 209.8K +204.9K (+4,192.4%) | 31.19M +30.5M (+4,700.6%) | 0.42% +0.406 pp | 0.02% +0.023 pp | USD147.99 +0.5% | 51 qtrs — |
| 35 | MARSHALL WACE, LLP | 205.0K -215.0K (-51.2%) | 30.47M -25.3M (-45.4%) | 0.41% -0.392 pp | 0.03% -0.029 pp | USD136.29 +9.1% | 6 qtrs — |
| 36 | AQR CAPITAL MANAGEMENT LLC | 182.0K +121.9K (+202.9%) | 27.06M +19.1M (+238.9%) | 0.36% +0.246 pp | 0.01% +0.009 pp | USD143.96 +3.3% | 61 qtrs — |
| 37 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 179.0K -45.6K (-20.3%) | 26.61M -3.2M (-10.9%) | 0.35% -0.073 pp | 0.09% -0.007 pp | USD139.87 +6.3% | 4 qtrs — |
| 38 | NEW YORK STATE COMMON RETIREMENT FUND | 178.7K -1.2K (-0.7%) | 26.57M +2.7M (+11.1%) | 0.35% +0.012 pp | 0.04% +0.005 pp | USD136.72 +8.7% | 49 qtrs — |
| 39 | SELECT EQUITY GROUP, L.P. | 171.4K +171.4K (+100.0%) | 25.48M +25.5M (+100.0%) | 0.34% +0.339 pp | 0.11% +0.110 pp | USD148.67 +0.0% | 1 qtrs NEW |
| 40 | LAZARD ASSET MANAGEMENT LLC | 163.4K +7.9K (+5.1%) | 24.29M +3.6M (+17.5%) | 0.32% +0.028 pp | 0.04% +0.013 pp | USD133.26 +11.6% | 18 qtrs — |
| 41 | RUSSELL INVESTMENTS GROUP, LTD. | 160.2K +134.7K (+528.8%) | 23.82M +20.4M (+603.2%) | 0.32% +0.269 pp | 0.03% +0.022 pp | USD147.84 +0.6% | 37 qtrs — |
| 42 | MILLENNIUM MANAGEMENT LLC | 154.5K -7.2K (-4.4%) | 22.96M +1.5M (+6.9%) | 0.31% -0.002 pp | 0.01% +0.001 pp | USD135.84 +9.4% | 39 qtrs — |
| 43 | DIXON MITCHELL INVESTMENT COUNSEL INC. | 151.1K +1.8K (+1.2%) | 22.48M +2.6M (+13.2%) | 0.30% +0.015 pp | 0.74% +0.035 pp | USD136.07 +9.3% | 30 qtrs — |
| 44 | LORD, ABBETT & CO. LLC | 147.2K +1.7K (+1.1%) | 21.88M +2.5M (+13.1%) | 0.29% +0.015 pp | 0.07% +0.010 pp | USD150.99 -1.5% | 4 qtrs — |
| 45 | NATIXIS ADVISORS, L.P. | 144.5K +14.5K (+11.2%) | 21.48M +4.2M (+24.3%) | 0.29% +0.039 pp | 0.03% +0.005 pp | USD140.97 +5.5% | 6 qtrs — |
| 46 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 138.0K +138.0K (+100.0%) | 20.52M +20.5M (+100.0%) | 0.27% +0.273 pp | 0.03% +0.031 pp | USD148.67 +0.0% | 1 qtrs NEW |
| 47 | IMPAX ASSET MANAGEMENT GROUP PLC | 133.7K -7.7K (-5.4%) | 19.88M +1.1M (+5.8%) | 0.26% -0.004 pp | 0.12% +0.015 pp | USD138.48 +7.4% | 13 qtrs — |
| 48 | SQUAREPOINT OPS LLC | 132.4K +2.6K (+2.0%) | 19.69M +2.4M (+14.1%) | 0.26% +0.015 pp | 0.02% +0.004 pp | USD138.05 +7.7% | 29 qtrs — |
| 49 | UBS ASSET MANAGEMENT AMERICAS INC | 126.7K -10.7K (-7.8%) | 18.83M +568.7K (+3.1%) | 0.25% -0.010 pp | 0.00% +0.000 pp | USD130.20 +14.2% | 53 qtrs — |
| 50 | RHUMBLINE ADVISERS | 126.0K -5.4K (-4.1%) | 18.72M +1.3M (+7.2%) | 0.25% 0.000 pp | 0.02% +0.001 pp | USD87.22 +70.5% | 55 qtrs — |
| 51 | WELLS FARGO & COMPANY/MN | 118.2K -11.0K (-8.5%) | 17.57M +397.0K (+2.3%) | 0.23% -0.012 pp | 0.00% 0.000 pp | USD147.99 +0.5% | 57 qtrs — |
| 52 | DENDUR CAPITAL LP | 101.5K +101.5K (+100.0%) | 15.09M +15.1M (+100.0%) | 0.20% +0.201 pp | 1.50% +1.499 pp | USD148.67 +0.0% | 1 qtrs NEW |
| 53 | RAYMOND JAMES FINANCIAL INC | 99.8K +6.8K (+7.3%) | 14.92M +2.6M (+20.7%) | 0.20% +0.021 pp | 0.00% +0.001 pp | USD135.49 +9.7% | 5 qtrs — |
| 54 | PRINCIPAL FINANCIAL GROUP INC | 99.7K -4.0K (-3.8%) | 14.83M +1.0M (+7.6%) | 0.20% +0.000 pp | 0.01% +0.001 pp | USD142.86 +4.1% | 81 qtrs — |
| 55 | FIRST TRUST ADVISORS LP | 96.1K -16.2K (-14.4%) | 14.29M -641.4K (-4.3%) | 0.19% -0.023 pp | 0.01% -0.001 pp | USD147.67 +0.7% | 46 qtrs — |
| 56 | NUVEEN, LLC | 95.8K -19.3K (-16.8%) | 14.25M -1.1M (-6.9%) | 0.19% -0.029 pp | 0.00% 0.000 pp | USD151.98 -2.2% | 4 qtrs — |
| 57 | ANCORA ADVISORS, LLC | 95.4K +66.5K (+229.9%) | 14.19M +10.3M (+269.0%) | 0.19% +0.134 pp | 0.29% +0.216 pp | USD148.03 +0.4% | 4 qtrs — |
| 58 | SWISS NATIONAL BANK | 95.0K -3.5K (-3.6%) | 14.12M +1.0M (+7.9%) | 0.19% +0.001 pp | 0.01% +0.001 pp | USD106.50 +39.6% | 51 qtrs — |
| 59 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 94.4K -4.0K (-4.0%) | 14.04M +960.6K (+7.3%) | 0.19% 0.000 pp | 0.01% +0.000 pp | USD109.53 +35.7% | 54 qtrs — |
| 60 | RETIREMENT SYSTEMS OF ALABAMA | 88.3K -757.0 (-0.8%) | 13.13M +1.3M (+10.9%) | 0.17% +0.006 pp | 0.04% +0.003 pp | USD106.87 +39.1% | 23 qtrs — |
| 61 | BNP PARIBAS ARBITRAGE, SNC | 84.1K +119.0 (+0.1%) | 12.50M +1.3M (+12.0%) | 0.17% +0.007 pp | 0.01% 0.000 pp | USD143.52 +3.6% | 51 qtrs — |
| 62 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 79.5K +79.5K (+100.0%) | 11.98M +12.0M (+100.0%) | 0.16% +0.157 pp | 0.02% +0.019 pp | USD148.67 +0.0% | 1 qtrs NEW |
| 63 | WEDGE CAPITAL MANAGEMENT L L P/NC | 80.4K -7.6K (-8.6%) | 11.96M +253.8K (+2.2%) | 0.16% -0.008 pp | 0.21% +0.017 pp | USD132.93 +11.8% | 2 qtrs — |
| 64 | GOLDMAN SACHS GROUP INC | 75.7K -12.9K (-14.5%) | 11.25M -518.0K (-4.4%) | 0.15% -0.019 pp | 0.00% 0.000 pp | USD135.79 +9.5% | 61 qtrs — |
| 65 | LEGAL & GENERAL GROUP PLC | 72.5K -6.7K (-8.5%) | 10.78M +249.5K (+2.4%) | 0.14% -0.007 pp | 0.00% +0.000 pp | USD128.59 +15.6% | 44 qtrs — |
| 66 | VULCAN VALUE PARTNERS, LLC | 69.8K -799.0 (-1.1%) | 10.38M +993.0K (+10.6%) | 0.14% +0.004 pp | 0.19% +0.017 pp | USD133.97 +11.0% | 5 qtrs — |
| 67 | BARCLAYS PLC | 66.7K -41.8K (-38.5%) | 9.91M -5.2M (-34.3%) | 0.13% -0.074 pp | 0.00% -0.002 pp | USD140.65 +5.7% | 51 qtrs — |
| 68 | LEITH WHEELER INVESTMENT COUNSEL LTD. | 64.7K -2.3K (-3.4%) | 9.62M +716.7K (+8.0%) | 0.13% +0.001 pp | 0.72% +0.120 pp | USD116.26 +27.9% | 31 qtrs — |
| 69 | CITIGROUP INC | 63.9K +52.2K (+443.9%) | 9.50M +7.9M (+508.3%) | 0.13% +0.104 pp | 0.00% +0.004 pp | USD147.82 +0.6% | 54 qtrs — |
| 70 | ALLIANCEBERNSTEIN L.P. | 62.5K +586.0 (+0.9%) | 9.28M +1.1M (+12.9%) | 0.12% +0.006 pp | 0.00% +0.000 pp | USD122.42 +21.4% | 61 qtrs — |
| 71 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 59.4K +24.3K (+69.1%) | 8.89M +4.2M (+90.4%) | 0.12% +0.051 pp | 0.01% +0.004 pp | USD132.69 +12.0% | 23 qtrs — |
| 72 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 58.4K +34.2K (+141.3%) | 8.68M +5.5M (+169.9%) | 0.12% +0.070 pp | 0.00% +0.001 pp | USD149.04 -0.2% | 51 qtrs — |
| 73 | HEARTLAND ADVISORS INC | 53.7K -17.5K (-24.5%) | 7.98M -1.5M (-15.6%) | 0.11% -0.029 pp | 0.43% -0.070 pp | USD145.44 +2.2% | 9 qtrs — |
| 74 | GABELLI FUNDS LLC | 50.0K +— (+0.0%) | 7.43M +787.0K (+11.8%) | 0.10% +0.004 pp | 0.05% +0.005 pp | USD21.78 +582.6% | 64 qtrs — |
| 75 | HOLOCENE ADVISORS, LP | 48.7K -120.1K (-71.1%) | 7.25M -15.2M (-67.7%) | 0.10% -0.225 pp | 0.02% -0.036 pp | USD136.49 +8.9% | 15 qtrs — |
| 76 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 48.7K -10.9K (-18.3%) | 7.24M -686.0K (-8.7%) | 0.10% -0.017 pp | 0.01% -0.001 pp | USD109.27 +36.1% | 23 qtrs — |
| 77 | ENVESTNET ASSET MANAGEMENT INC | 48.3K -65.5K (-57.6%) | 7.18M -7.9M (-52.5%) | 0.10% -0.121 pp | 0.00% -0.002 pp | USD146.04 +1.8% | 51 qtrs — |
| 78 | OLSTEIN CAPITAL MANAGEMENT, L.P. | 48.0K -9.0K (-15.8%) | 7.14M -441.0K (-5.8%) | 0.10% -0.013 pp | 1.46% +0.033 pp | USD139.46 +6.6% | 8 qtrs — |
| 79 | PNC FINANCIAL SERVICES GROUP, INC. | 47.5K -473.0 (-1.0%) | 7.07M +685.5K (+10.7%) | 0.09% +0.003 pp | 0.00% +0.000 pp | USD138.51 +7.3% | 51 qtrs — |
| 80 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 45.7K -5.4K (-10.6%) | 6.79M +1.9K (+0.0%) | 0.09% -0.007 pp | 0.01% 0.000 pp | USD70.44 +111.1% | 52 qtrs — |
| 81 | SG AMERICAS SECURITIES, LLC | 44.5K +38.7K (+674.4%) | 6.61M +5.8M (+766.2%) | 0.09% +0.077 pp | 0.01% +0.006 pp | USD148.06 +0.4% | 36 qtrs — |
| 82 | AYAL CAPITAL ADVISORS LTD | 44.0K +44.0K (+100.0%) | 6.54M +6.5M (+100.0%) | 0.09% +0.087 pp | 2.28% +2.280 pp | USD148.67 +0.0% | 1 qtrs NEW |
| 83 | THOMPSON SIEGEL & WALMSLEY LLC | 43.5K +43.5K (+100.0%) | 6.47M +6.5M (+100.0%) | 0.09% +0.086 pp | 0.11% +0.109 pp | USD148.67 +0.0% | 1 qtrs NEW |
| 84 | JANE STREET GROUP, LLC | 42.6K -90.9K (-68.1%) | 6.34M -11.4M (-64.3%) | 0.08% -0.169 pp | 0.00% -0.002 pp | USD147.94 +0.5% | 26 qtrs — |
| 85 | MEEDER ASSET MANAGEMENT INC | 42.3K +41.7K (+6,493.1%) | 6.29M +6.2M (+7,273.8%) | 0.08% +0.083 pp | 0.34% +0.334 pp | USD148.43 +0.2% | 5 qtrs — |
| 86 | CONCENTRIC CAPITAL STRATEGIES, LP | 42.0K +6.6K (+18.8%) | 6.24M +1.5M (+32.9%) | 0.08% +0.016 pp | 0.30% +0.090 pp | USD135.42 +9.8% | 2 qtrs — |
| 87 | S&CO INC | 41.8K -25.0 (-0.1%) | 6.21M +655.0K (+11.8%) | 0.08% +0.003 pp | 0.39% +0.046 pp | USD141.11 +5.4% | 9 qtrs — |
| 88 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 39.8K +39.8K (+100.0%) | 5.92M +5.9M (+100.0%) | 0.08% +0.079 pp | 0.05% +0.046 pp | USD148.67 +0.0% | 1 qtrs NEW |
| 89 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 39.4K +— (+0.0%) | 5.85M +619.5K (+11.8%) | 0.08% +0.003 pp | 0.01% +0.001 pp | USD96.03 +54.8% | 51 qtrs — |
| 90 | PEREGRINE CAPITAL MANAGEMENT LLC | 35.2K +35.1K (+31,927.3%) | 5.24M +5.2M (+35,720.3%) | 0.07% +0.070 pp | 0.16% +0.160 pp | USD148.42 +0.2% | 31 qtrs — |
| 91 | HUNTER PERKINS CAPITAL MANAGEMENT, LLC | 32.5K -70.0 (-0.2%) | 4.83M +502.0K (+11.6%) | 0.06% +0.002 pp | 1.12% +0.158 pp | USD143.37 +3.7% | 9 qtrs — |
| 92 | AMERICAN CENTURY COMPANIES INC | 31.4K -22.0K (-41.2%) | 4.67M -2.4M (-34.3%) | 0.06% -0.039 pp | 0.00% -0.001 pp | USD147.54 +0.8% | 13 qtrs — |
| 93 | VERITION FUND MANAGEMENT LLC | 30.2K +16.2K (+116.0%) | 4.49M +2.6M (+141.6%) | 0.06% +0.033 pp | 0.02% +0.010 pp | USD144.50 +2.9% | 12 qtrs — |
| 94 | EDGESTREAM PARTNERS, L.P. | 28.8K +22.8K (+380.3%) | 4.28M +3.5M (+437.2%) | 0.06% +0.046 pp | 0.12% +0.097 pp | USD145.39 +2.3% | 2 qtrs — |
| 95 | XTX TOPCO LTD | 28.5K +18.5K (+186.6%) | 4.23M +2.9M (+220.6%) | 0.06% +0.038 pp | 0.11% +0.043 pp | USD148.25 +0.3% | 5 qtrs — |
| 96 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 28.0K +2.0K (+7.7%) | 4.16M +706.6K (+20.4%) | 0.06% +0.006 pp | 0.12% +0.020 pp | USD134.05 +10.9% | 2 qtrs — |
| 97 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 27.3K +— (+0.0%) | 4.06M +414.0K (+11.4%) | 0.05% +0.002 pp | 0.01% +0.002 pp | USD131.69 +12.9% | 61 qtrs — |
| 98 | BROYHILL ASSET MANAGEMENT | 26.5K +8.0K (+43.6%) | 3.94M +1.5M (+60.6%) | 0.05% +0.017 pp | 3.47% +1.321 pp | USD137.71 +8.0% | 2 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Harbor Active Small Cap ETF (SMLL) SMLL | 2.16% | 297.7K | 0.80% |
| 2 | Schwab Ariel ESG ETF SAEF | 1.82% | 461.7K | 0.59% |
| 3 | T. Rowe Price Small-Mid Cap ETF TMSL | 0.82% | 22.59M | 0.55% |
| 4 | Invesco S&P MidCap Quality ETF XMHQ | 0.81% | 43.68M | 0.31% |
| 5 | LeaderSharesTM AlphaFactor US Core Equity ETF LSAF | 0.76% | 898.8K | 0.75% |
| 6 | WisdomTree U.S. Value Fund WTV | 0.73% | 22.53M | 0.12% |
| 7 | Distillate Small/Mid Cash Flow ETF DSMC | 0.67% | 875.2K | 0.55% |
| 8 | T. Rowe Price Value ETF TVAL | 0.44% | 4.24M | 0.33% |
| 9 | First Trust Industrials/Producer Durables AlphaDEX Fund FXR | 0.44% | 3.18M | 0.60% |
| 10 | Vanguard S&P Mid-Cap 400 Value ETF IVOV | 0.43% | 5.97M | 0.10% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-13 | Spittle Steve | Officer | A-Award | A | Common Stock | 4,130 | 0.00 | — | 56,217 | D | ↗ |
| 2026-03-13 | Pool III James K | Officer | F-InKind | D | Common Stock | 1,626 | 143.08 | 232.6K | 56,406 | D | ↗ |
| 2026-03-13 | Mittelman Bryan E. | Officer | F-InKind | D | Common Stock | 1,335 | 143.08 | 191.0K | 44,440 | D | ↗ |
| 2026-03-13 | Fuchsen Matthew R | Officer | F-InKind | D | Common Stock | 688 | 143.08 | 98.4K | 41,600 | D | ↗ |
| 2026-03-13 | FITZGERALD TIMOTHY JOHN | Director / Officer | F-InKind | D | Common Stock | 4,688 | 143.08 | 670.8K | 346,378 | D | ↗ |
| 2026-03-13 | Cerwin Brittany C | Officer | A-Award | A | Common Stock | 1,807 | 0.00 | — | 21,904 | D | ↗ |
| 2026-03-06 | Shah Tejas P. | Director | A-Award | A | Common Stock | 1,161 | 0.00 | — | 3,409 | D | ↗ |
| 2026-03-06 | Scherger Stephen R. | Director | A-Award | A | Common Stock | 1,161 | 0.00 | — | 5,409 | D | ↗ |
| 2026-03-06 | Palisi Chapin Sarah | Director | A-Award | A | Common Stock | 1,161 | 0.00 | — | 8,380 | D | ↗ |
| 2026-03-06 | OBRIEN GORDON | Director | A-Award | A | Common Stock | 1,161 | 0.00 | — | 17,515 | D | ↗ |
| 2026-03-06 | Nerbonne Robert A | Director | A-Award | A | Common Stock | 1,161 | 0.00 | — | 4,691 | D | ↗ |
| 2026-03-06 | McCarthy Cathy L | Director | A-Award | A | Common Stock | 1,161 | 0.00 | — | 10,880 | D | ↗ |
| 2026-03-06 | Hix Christopher M | Director | A-Award | A | Common Stock | 1,161 | 0.00 | — | 1,161 | D | ↗ |
| 2026-03-06 | GARDEN EDWARD P | Director | A-Award | A | Common Stock | 1,161 | 0.00 | — | 2,269 | D | ↗ |
| 2026-03-06 | EISENBERG GLENN A | Director | A-Award | A | Common Stock | 1,161 | 0.00 | — | 1,161 | D | ↗ |
| 2026-03-06 | Bowerman Julie | Director | A-Award | A | Common Stock | 1,161 | 0.00 | — | 2,269 | D | ↗ |
| 2026-03-05 | EISENBERG GLENN A | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-03-01 | Spittle Steve | Officer | F-InKind | D | Common Stock | 2,344 | 168.86 | 395.8K | 52,087 | D | ↗ |
| 2026-03-01 | Pool III James K | Officer | F-InKind | D | Common Stock | 2,344 | 168.86 | 395.8K | 53,902 | D | ↗ |
| 2026-03-01 | Mittelman Bryan E. | Officer | F-InKind | D | Common Stock | 1,933 | 168.86 | 326.4K | 42,763 | D | ↗ |
| 2026-03-01 | Fuchsen Matthew R | Officer | F-InKind | D | Common Stock | 990 | 168.86 | 167.2K | 39,943 | D | ↗ |
| 2026-03-01 | FITZGERALD TIMOTHY JOHN | Director / Officer | F-InKind | D | Common Stock | 6,486 | 168.86 | 1.10M | 340,487 | D | ↗ |
| 2026-03-01 | Cerwin Brittany C | Officer | F-InKind | D | Common Stock | 1,256 | 168.86 | 212.1K | 20,097 | D | ↗ |
| 2026-02-01 | Hix Christopher M | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-15 | GARDEN EDWARD P | Director | P-Purchase | A | Common Stock | 14,740 | 146.92 | 2.17M | 3,379,737 | I | ↗ |
| 2025-12-12 | GARDEN EDWARD P | Director | P-Purchase | A | Common Stock | 15,749 | 146.89 | 2.31M | 3,364,997 | I | ↗ |
| 2025-12-11 | GARDEN EDWARD P | Director | P-Purchase | A | Common Stock | 24,732 | 144.46 | 3.57M | 3,311,704 | I | ↗ |
| 2025-12-09 | Nerbonne Robert A | Director | P-Purchase | A | Common Stock | 780 | 128.52 | 100.2K | 21,471 | I | ↗ |
| 2025-05-21 | GARDEN EDWARD P | Director | P-Purchase | A | Common Stock | 27,147 | 149.01 | 4.05M | 3,276,834 | I | ↗ |
| 2025-05-16 | GARDEN EDWARD P | Director | P-Purchase | A | Common Stock | 621 | 149.62 | 92.9K | 3,139,834 | I | ↗ |
| 2025-05-15 | GARDEN EDWARD P | Director | P-Purchase | A | Common Stock | 10,902 | 149.41 | 1.63M | 3,139,213 | I | ↗ |
| 2025-05-14 | GARDEN EDWARD P | Director | P-Purchase | A | Common Stock | 37,473 | 148.40 | 5.56M | 3,125,736 | I | ↗ |
| 2025-05-13 | Spittle Steve | Officer | A-Award | A | Common Stock | 5,955 | 0.00 | — | 54,431 | D | ↗ |
| 2025-05-13 | Pool III James K | Officer | A-Award | A | Common Stock | 5,955 | 0.00 | — | 56,246 | D | ↗ |
| 2025-05-13 | Mittelman Bryan E. | Officer | A-Award | A | Common Stock | 4,352 | 0.00 | — | 44,696 | D | ↗ |
| 2025-05-13 | GARDEN EDWARD P | Director | P-Purchase | A | Common Stock | 15,473 | 147.80 | 2.29M | 2,854,397 | I | ↗ |
| 2025-05-13 | Fuchsen Matthew R | Officer | A-Award | A | Common Stock | 3,264 | 0.00 | — | 40,933 | D | ↗ |
| 2025-05-13 | FITZGERALD TIMOTHY JOHN | Director / Officer | A-Award | A | Common Stock | 14,544 | 0.00 | — | 346,973 | D | ↗ |
| 2025-05-13 | Cerwin Brittany C | Officer | A-Award | A | Common Stock | 2,863 | 0.00 | — | 21,353 | D | ↗ |
| 2025-05-12 | Scherger Stephen R. | Director | P-Purchase | A | Common Stock | 2,000 | 146.70 | 293.4K | 4,248 | D | ↗ |
| 2025-05-09 | GARDEN EDWARD P | Director | P-Purchase | A | Common Stock | 82,142 | 139.52 | 11.46M | 2,838,924 | I | ↗ |
| 2025-03-06 | Ziyad Nassem | Director | A-Award | A | Common Stock | 1,108 | 0.00 | — | 14,139 | D | ↗ |
| 2025-03-06 | Shah Tejas P. | Director | A-Award | A | Common Stock | 1,108 | 0.00 | — | 2,248 | D | ↗ |
| 2025-03-06 | Scherger Stephen R. | Director | A-Award | A | Common Stock | 1,108 | 0.00 | — | 2,248 | D | ↗ |
| 2025-03-06 | Palisi Chapin Sarah | Director | A-Award | A | Common Stock | 1,108 | 0.00 | — | 7,219 | D | ↗ |
| 2025-03-06 | OBRIEN GORDON | Director | A-Award | A | Common Stock | 1,108 | 0.00 | — | 16,354 | D | ↗ |
| 2025-03-06 | Nerbonne Robert A | Director | A-Award | A | Common Stock | 1,108 | 0.00 | — | 3,530 | D | ↗ |
| 2025-03-06 | McCarthy Cathy L | Director | A-Award | A | Common Stock | 1,108 | 0.00 | — | 9,719 | D | ↗ |
| 2025-03-06 | GARDEN EDWARD P | Director | A-Award | A | Common Stock | 1,108 | 0.00 | — | 1,108 | D | ↗ |
| 2025-03-06 | Bowerman Julie | Director | A-Award | A | Common Stock | 1,108 | 0.00 | — | 1,108 | D | ↗ |
| 2025-03-05 | GARDEN EDWARD P | Director | C-Conversion | D | Physically-settled forward contract (Obligation to Buy) | 1,883,129 | 0.00 | — | 0 | I | ↗ |
| 2025-03-03 | Palisi Chapin Sarah | Director | S-Sale | D | Common Stock | 500 | 163.51 | 81.8K | 6,111 | D | ↗ |
| 2025-03-01 | Spittle Steve | Officer | F-InKind | D | Common Stock | 2,170 | 165.41 | 358.9K | 48,476 | D | ↗ |
| 2025-03-01 | Pool III James K | Officer | F-InKind | D | Common Stock | 2,170 | 165.41 | 358.9K | 50,291 | D | ↗ |
| 2025-03-01 | Mittelman Bryan E. | Officer | F-InKind | D | Common Stock | 1,832 | 165.41 | 303.0K | 40,344 | D | ↗ |
| 2025-03-01 | Fuchsen Matthew R | Officer | F-InKind | D | Common Stock | 1,388 | 165.41 | 229.6K | 37,669 | D | ↗ |
| 2025-03-01 | FITZGERALD TIMOTHY JOHN | Director / Officer | F-InKind | D | Common Stock | 6,505 | 165.41 | 1.08M | 332,429 | D | ↗ |
| 2025-03-01 | Cerwin Brittany C | Officer | F-InKind | D | Common Stock | 1,047 | 165.41 | 173.2K | 18,490 | D | ↗ |
| 2025-02-24 | Spittle Steve | Officer | F-InKind | D | Common Stock | 3,274 | 168.15 | 550.5K | 50,646 | D | ↗ |
| 2025-02-24 | Pool III James K | Officer | F-InKind | D | Common Stock | 3,274 | 168.15 | 550.5K | 52,461 | D | ↗ |
| 2025-02-24 | Mittelman Bryan E. | Officer | F-InKind | D | Common Stock | 2,954 | 168.15 | 496.7K | 42,176 | D | ↗ |
| 2025-02-24 | GARDEN EDWARD P | Director | — | — | Physically-settled forward contract (Obligation to Buy) | 1,883,129 | 0.00 | — | 0 | I | ↗ |
| 2025-02-24 | Fuchsen Matthew R | Officer | F-InKind | D | Common Stock | 2,206 | 168.15 | 370.9K | 39,057 | D | ↗ |
| 2025-02-24 | FITZGERALD TIMOTHY JOHN | Director / Officer | F-InKind | D | Common Stock | 11,251 | 168.15 | 1.89M | 338,934 | D | ↗ |
| 2025-02-24 | Cerwin Brittany C | Officer | F-InKind | D | Common Stock | 1,313 | 168.15 | 220.8K | 19,537 | D | ↗ |
| 2025-02-24 | Bowerman Julie | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-11-07 | McCarthy Cathy L | Director | S-Sale | D | Common Stock | 500 | 142.19 | 71.1K | 8,611 | D | ↗ |
| 2024-11-05 | Palisi Chapin Sarah | Director | S-Sale | D | Common Stock | 250 | 135.63 | 33.9K | 6,611 | D | ↗ |
| 2024-08-14 | Palisi Chapin Sarah | Director | S-Sale | D | Common Stock | 200 | 137.13 | 27.4K | 6,861 | — | ↗ |
| 2024-06-12 | Palisi Chapin Sarah | Director | S-Sale | D | Common Stock | 150 | 128.38 | 19.3K | 7,061 | — | ↗ |
| 2024-06-06 | MILLER JOHN R III | Director | S-Sale | D | Common Stock | 2,000 | 126.32 | 252.6K | 10,931 | — | ↗ |
| 2024-05-15 | Palisi Chapin Sarah | Director | S-Sale | D | Common Stock | 235 | 137.18 | 32.2K | 7,211 | — | ↗ |
| 2024-05-14 | Spittle Steve | Officer | A-Award | A | Common Stock | 6,325 | 0.00 | — | 45,665 | — | ↗ |
| 2024-05-14 | Pool III James K | Officer | A-Award | A | Common Stock | 6,325 | 0.00 | — | 47,480 | — | ↗ |
| 2024-05-14 | Mittelman Bryan E. | Officer | A-Award | A | Common Stock | 4,622 | 0.00 | — | 38,525 | — | ↗ |
| 2024-05-14 | Fuchsen Matthew R | Officer | A-Award | A | Common Stock | 3,467 | 0.00 | — | 36,361 | — | ↗ |
| 2024-05-14 | FITZGERALD TIMOTHY JOHN | Director / Officer | A-Award | A | Common Stock | 15,449 | 0.00 | — | 324,803 | — | ↗ |
| 2024-05-14 | Cerwin Brittany C | Officer | A-Award | A | Common Stock | 3,040 | 0.00 | — | 17,965 | — | ↗ |
| 2024-03-06 | Ziyad Nassem | Director | A-Award | A | Common Stock | 1,140 | 0.00 | — | 13,031 | — | ↗ |
| 2024-03-06 | Shah Tejas P. | Director | A-Award | A | Common Stock | 1,140 | 0.00 | — | 1,140 | — | ↗ |
| 2024-03-06 | Scherger Stephen R. | Director | A-Award | A | Common Stock | 1,140 | 0.00 | — | 1,140 | — | ↗ |
| 2024-03-06 | Palisi Chapin Sarah | Director | A-Award | A | Common Stock | 1,140 | 0.00 | — | 7,446 | — | ↗ |
| 2024-03-06 | OBRIEN GORDON | Director | A-Award | A | Common Stock | 1,140 | 0.00 | — | 15,246 | — | ↗ |
| 2024-03-06 | Nerbonne Robert A | Director | A-Award | A | Common Stock | 1,140 | 0.00 | — | 5,117 | — | ↗ |
| 2024-03-06 | McCarthy Cathy L | Director | A-Award | A | Common Stock | 1,140 | 0.00 | — | 9,111 | — | ↗ |
| 2024-03-06 | MILLER JOHN R III | Director | A-Award | A | Common Stock | 1,140 | 0.00 | — | 12,931 | — | ↗ |
| 2024-03-05 | McCarthy Cathy L | Director | S-Sale | D | Common Stock | 1,000 | 153.13 | 153.1K | 7,971 | — | ↗ |
| 2024-03-01 | Spittle Steve | Officer | F-InKind | D | Common Stock | 1,720 | 154.15 | 265.1K | 39,340 | — | ↗ |
| 2024-03-01 | Pool III James K | Officer | F-InKind | D | Common Stock | 1,720 | 154.15 | 265.1K | 41,155 | — | ↗ |
| 2024-03-01 | Mittelman Bryan E. | Officer | F-InKind | D | Common Stock | 1,519 | 154.15 | 234.2K | 33,903 | — | ↗ |
| 2024-03-01 | Fuchsen Matthew R | Officer | F-InKind | D | Common Stock | 1,184 | 154.15 | 182.5K | 32,894 | — | ↗ |
| 2024-03-01 | FITZGERALD TIMOTHY JOHN | Director / Officer | F-InKind | D | Common Stock | 5,950 | 154.15 | 917.2K | 309,354 | — | ↗ |
| 2024-03-01 | Cerwin Brittany C | Officer | F-InKind | D | Common Stock | 736 | 154.15 | 113.5K | 14,925 | — | ↗ |
| 2024-02-26 | Spittle Steve | Officer | F-InKind | D | Common Stock | 4,479 | 154.87 | 693.7K | 41,060 | — | ↗ |
| 2024-02-26 | Pool III James K | Officer | F-InKind | D | Common Stock | 4,351 | 154.87 | 673.8K | 42,875 | — | ↗ |
| 2024-02-26 | Mittelman Bryan E. | Officer | A-Award | A | Common Stock | 9,700 | 0.00 | — | 39,748 | — | ↗ |
| 2024-02-26 | Fuchsen Matthew R | Officer | A-Award | A | Common Stock | 8,083 | 0.00 | — | 37,694 | — | ↗ |
| 2024-02-26 | FITZGERALD TIMOTHY JOHN | Director / Officer | F-InKind | D | Common Stock | 20,058 | 154.87 | 3.11M | 315,304 | — | ↗ |
| 2024-02-26 | Cerwin Brittany C | Officer | F-InKind | D | Common Stock | 2,044 | 154.87 | 316.6K | 15,661 | — | ↗ |
| 2024-02-22 | Palisi Chapin Sarah | Director | S-Sale | D | Common Stock | 350 | 151.47 | 53.0K | 6,306 | — | ↗ |
| 2024-01-12 | Shah Tejas P. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-01-12 | Scherger Stephen R. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-12-11 | Palisi Chapin Sarah | Director | S-Sale | D | Common Stock | 150 | 135.55 | 20.3K | 6,656 | — | ↗ |
| 2023-09-01 | Pool III James K | Officer | S-Sale | D | Common Stock | 500 | 146.82 | 73.4K | 35,908 | — | ↗ |
| 2023-08-30 | Pool III James K | Officer | S-Sale | D | Common Stock | 1,250 | 146.68 | 183.4K | 36,408 | — | ↗ |
| 2023-08-25 | Palisi Chapin Sarah | Director | S-Sale | D | Common Stock | 450 | 142.00 | 63.9K | 6,806 | — | ↗ |
| 2023-08-21 | Nerbonne Robert A | Director | P-Purchase | A | Common Stock | 720 | 139.32 | 100.3K | 17,996 | — | ↗ |
| 2023-08-14 | Pool III James K | Officer | S-Sale | D | Common Stock | 1,500 | 149.01 | 223.5K | 37,658 | — | ↗ |
| 2023-08-11 | Pool III James K | Officer | S-Sale | D | Common Stock | 1,250 | 150.78 | 188.5K | 39,158 | — | ↗ |
| 2023-08-09 | Spittle Steve | Officer | A-Award | A | Common Stock | 5,431 | 0.00 | — | 34,221 | — | ↗ |
| 2023-08-09 | Pool III James K | Officer | A-Award | A | Common Stock | 5,431 | 0.00 | — | 40,408 | — | ↗ |
| 2023-08-09 | Mittelman Bryan E. | Officer | A-Award | A | Common Stock | 3,960 | 0.00 | — | 30,048 | — | ↗ |
| 2023-08-09 | Fuchsen Matthew R | Officer | A-Award | A | Common Stock | 3,084 | 0.00 | — | 29,611 | — | ↗ |
| 2023-08-09 | FITZGERALD TIMOTHY JOHN | Director / Officer | A-Award | A | Common Stock | 13,919 | 0.00 | — | 290,094 | — | ↗ |
| 2023-08-09 | Cerwin Brittany C | Officer | A-Award | A | Common Stock | 2,377 | 0.00 | — | 13,177 | — | ↗ |
| 2023-05-23 | Palisi Chapin Sarah | Director | S-Sale | D | Common Stock | 250 | 140.94 | 35.2K | 7,256 | — | ↗ |
| 2023-05-22 | MILLER JOHN R III | Director | S-Sale | D | Common Stock | 1,135 | 141.13 | 160.2K | 11,791 | — | ↗ |
| 2023-05-16 | Fuchsen Matthew R | Officer | — | D | Common Stock | 0 | 0.00 | — | 26,527 | — | ↗ |
| 2023-05-16 | Cerwin Brittany C | Officer | — | D | Common Stock | 0 | 0.00 | — | 10,800 | — | ↗ |
| 2023-03-06 | Palisi Chapin Sarah | Director | S-Sale | D | Common Stock | 300 | 157.39 | 47.2K | 7,506 | — | ↗ |
| 2023-03-02 | Ziyad Nassem | Director | A-Award | A | Common Stock | 1,046 | 0.00 | — | 11,891 | — | ↗ |
| 2023-03-02 | Palisi Chapin Sarah | Director | A-Award | A | Common Stock | 1,046 | 0.00 | — | 7,806 | — | ↗ |
| 2023-03-02 | OBRIEN GORDON | Director | A-Award | A | Common Stock | 1,046 | 0.00 | — | 14,106 | — | ↗ |
| 2023-03-02 | Nerbonne Robert A | Director | A-Award | A | Common Stock | 1,046 | 0.00 | — | 3,977 | — | ↗ |
| 2023-03-02 | McCarthy Cathy L | Director | A-Award | A | Common Stock | 1,046 | 0.00 | — | 8,971 | — | ↗ |
| 2023-03-02 | MILLER JOHN R III | Director | A-Award | A | Common Stock | 1,046 | 0.00 | — | 12,926 | — | ↗ |
| 2023-03-01 | Spittle Steve | Officer | F-InKind | D | Common Stock | 1,533 | 154.95 | 237.5K | 28,790 | — | ↗ |
| 2023-03-01 | Pool III James K | Officer | F-InKind | D | Common Stock | 1,566 | 154.95 | 242.7K | 34,977 | — | ↗ |
| 2023-03-01 | Mittelman Bryan E. | Officer | F-InKind | D | Common Stock | 1,487 | 154.95 | 230.4K | 26,088 | — | ↗ |
| 2023-03-01 | LINDSAY MARTIN M | Officer | F-InKind | D | Common Stock | 1,374 | 154.95 | 212.9K | 86,823 | — | ↗ |
| 2023-03-01 | FITZGERALD TIMOTHY JOHN | Director / Officer | F-InKind | D | Common Stock | 6,292 | 154.95 | 974.9K | 276,175 | — | ↗ |
| 2023-02-27 | Spittle Steve | Officer | F-InKind | D | Common Stock | 4,216 | 154.50 | 651.4K | 30,323 | — | ↗ |
| 2023-02-27 | Pool III James K | Officer | F-InKind | D | Common Stock | 4,477 | 154.50 | 691.7K | 36,543 | — | ↗ |
| 2023-02-27 | Mittelman Bryan E. | Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 32,027 | — | ↗ |
| 2023-02-27 | LINDSAY MARTIN M | Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 92,653 | — | ↗ |
| 2023-02-27 | FITZGERALD TIMOTHY JOHN | Director / Officer | F-InKind | D | Common Stock | 19,199 | 154.50 | 2.97M | 282,467 | — | ↗ |
| 2022-12-02 | Palisi Chapin Sarah | Director | S-Sale | D | Common Stock | 225 | 144.83 | 32.6K | 6,760 | — | ↗ |
| 2022-11-18 | MILLER JOHN R III | Director | S-Sale | D | Common Stock | 1,161 | 139.26 | 161.7K | 11,880 | — | ↗ |
| 2022-11-11 | Palisi Chapin Sarah | Director | S-Sale | D | Common Stock | 250 | 142.86 | 35.7K | 6,985 | — | ↗ |
| 2022-08-15 | McCarthy Cathy L | Director | S-Sale | D | Common Stock | 500 | 157.07 | 78.5K | 7,925 | — | ↗ |
| 2022-08-10 | Palisi Chapin Sarah | Director | S-Sale | D | Common Stock | 250 | 148.53 | 37.1K | 7,460 | — | ↗ |
| 2022-07-16 | Mittelman Bryan E. | Officer | F-InKind | D | Common Stock | 555 | 127.51 | 70.8K | 22,027 | — | ↗ |
| 2022-05-24 | Ziyad Nassem | Director | P-Purchase | A | Common Stock | 2,035 | 135.83 | 276.4K | 10,845 | — | ↗ |
| 2022-05-15 | Spittle Steve | Officer | A-Award | A | Common Stock | 4,771 | 0.00 | — | 23,871 | — | ↗ |
| 2022-05-15 | Pool III James K | Officer | A-Award | A | Common Stock | 4,771 | 0.00 | — | 29,688 | — | ↗ |
| 2022-05-15 | Mittelman Bryan E. | Officer | A-Award | A | Common Stock | 3,817 | 0.00 | — | 22,582 | — | ↗ |
| 2022-05-15 | LINDSAY MARTIN M | Officer | A-Award | A | Common Stock | 3,221 | 0.00 | — | 82,653 | — | ↗ |
| 2022-05-15 | FITZGERALD TIMOTHY JOHN | Officer | A-Award | A | Common Stock | 14,671 | 0.00 | — | 258,334 | — | ↗ |
| 2022-05-13 | Nerbonne Robert A | Director | P-Purchase | A | Common Stock | 1,450 | 139.57 | 202.4K | 17,276 | — | ↗ |
| 2022-05-12 | FITZGERALD TIMOTHY JOHN | Officer | P-Purchase | A | Common Stock | 7,500 | 132.29 | 992.1K | 20,000 | — | ↗ |
| 2022-03-14 | Nerbonne Robert A | Director | P-Purchase | A | Common Stock | 600 | 168.84 | 101.3K | 15,826 | — | ↗ |
| 2022-03-10 | Spittle Steve | Officer | F-InKind | D | Common Stock | 420 | 169.16 | 71.0K | 19,100 | — | ↗ |
| 2022-03-10 | Pool III James K | Officer | F-InKind | D | Common Stock | 421 | 169.16 | 71.2K | 24,917 | — | ↗ |
| 2022-03-10 | Mittelman Bryan E. | Officer | F-InKind | D | Common Stock | 493 | 169.16 | 83.4K | 18,765 | — | ↗ |
| 2022-03-10 | LINDSAY MARTIN M | Officer | F-InKind | D | Common Stock | 474 | 169.16 | 80.2K | 79,432 | — | ↗ |
| 2022-03-10 | FITZGERALD TIMOTHY JOHN | Officer | F-InKind | D | Common Stock | 2,203 | 169.16 | 372.7K | 243,663 | — | ↗ |
| 2022-03-07 | MILLER JOHN R III | Director | S-Sale | D | Common Stock | 2,769 | 166.45 | 460.9K | 13,041 | — | ↗ |
| 2022-03-02 | Ziyad Nassem | Director | A-Award | A | Common Stock | 845 | 0.00 | — | 8,810 | — | ↗ |
| 2022-03-02 | Palisi Chapin Sarah | Director | A-Award | A | Common Stock | 845 | 0.00 | — | 7,710 | — | ↗ |
| 2022-03-02 | OBRIEN GORDON | Director | A-Award | A | Common Stock | 845 | 0.00 | — | 13,060 | — | ↗ |
| 2022-03-02 | Nerbonne Robert A | Director | A-Award | A | Common Stock | 845 | 0.00 | — | 2,931 | — | ↗ |
| 2022-03-02 | McCarthy Cathy L | Director | A-Award | A | Common Stock | 845 | 0.00 | — | 8,425 | — | ↗ |
| 2022-03-02 | MILLER JOHN R III | Director | A-Award | A | Common Stock | 845 | 0.00 | — | 15,810 | — | ↗ |
| 2022-03-01 | Spittle Steve | Officer | F-InKind | D | Common Stock | 891 | 174.28 | 155.3K | 19,520 | — | ↗ |
| 2022-03-01 | Pool III James K | Officer | F-InKind | D | Common Stock | 924 | 174.28 | 161.0K | 25,338 | — | ↗ |
| 2022-03-01 | Mittelman Bryan E. | Officer | F-InKind | D | Common Stock | 924 | 174.28 | 161.0K | 19,258 | — | ↗ |
| 2022-03-01 | LINDSAY MARTIN M | Officer | F-InKind | D | Common Stock | 881 | 174.28 | 153.5K | 79,906 | — | ↗ |
| 2022-03-01 | FITZGERALD TIMOTHY JOHN | Director / Officer | F-InKind | D | Common Stock | 4,110 | 174.28 | 716.3K | 245,866 | — | ↗ |
| 2022-02-28 | Spittle Steve | Officer | F-InKind | D | Common Stock | 2,187 | 177.62 | 388.5K | 20,411 | — | ↗ |
| 2022-02-28 | Pool III James K | Officer | F-InKind | D | Common Stock | 2,187 | 177.62 | 388.5K | 26,262 | — | ↗ |
| 2022-02-28 | Mittelman Bryan E. | Officer | F-InKind | D | Common Stock | 2,481 | 177.62 | 440.7K | 20,182 | — | ↗ |
| 2022-02-28 | LINDSAY MARTIN M | Officer | F-InKind | D | Common Stock | 2,467 | 177.62 | 438.2K | 80,787 | — | ↗ |
| 2022-02-28 | FITZGERALD TIMOTHY JOHN | Director / Officer | A-Award | A | Common Stock | 25,000 | 0.00 | — | 261,037 | — | ↗ |
| 2021-12-08 | Palisi Chapin Sarah | Director | S-Sale | D | Common Stock | 300 | 183.04 | 54.9K | 6,865 | — | ↗ |
| 2021-09-16 | Nerbonne Robert A | Director | P-Purchase | A | Common Stock | 1,165 | 173.09 | 201.6K | 15,226 | — | ↗ |
| 2021-09-07 | Spittle Steve | Officer | A-Award | A | Common Stock | 2,916 | 0.00 | — | 17,044 | — | ↗ |
| 2021-09-07 | Pool III James K | Officer | A-Award | A | Common Stock | 2,916 | 0.00 | — | 22,895 | — | ↗ |
| 2021-09-07 | Mittelman Bryan E. | Officer | A-Award | A | Common Stock | 2,500 | 0.00 | — | 17,109 | — | ↗ |
| 2021-09-07 | LINDSAY MARTIN M | Officer | A-Award | A | Common Stock | 2,334 | 0.00 | — | 77,700 | — | ↗ |
| 2021-09-07 | FITZGERALD TIMOTHY JOHN | Director / Officer | A-Award | A | Common Stock | 11,666 | 0.00 | — | 236,037 | — | ↗ |
| 2021-09-01 | Pool III James K | Officer | S-Sale | D | Common Stock | 1,000 | 183.00 | 183.0K | 19,979 | — | ↗ |
| 2021-08-20 | Pool III James K | Officer | S-Sale | D | Common Stock | 1,500 | 179.44 | 269.2K | 20,979 | — | ↗ |
| 2021-08-19 | Pool III James K | Officer | S-Sale | D | Common Stock | 2,500 | 176.80 | 442.0K | 22,479 | — | ↗ |
| 2021-08-19 | Palisi Chapin Sarah | Director | S-Sale | D | Common Stock | 600 | 173.65 | 104.2K | 7,165 | — | ↗ |
| 2021-08-19 | McCarthy Cathy L | Director | S-Sale | D | Common Stock | 1,000 | 177.61 | 177.6K | 7,580 | — | ↗ |
| 2021-08-18 | Pool III James K | Officer | S-Sale | D | Common Stock | 500 | 178.00 | 89.0K | 24,979 | — | ↗ |
| 2021-08-17 | MILLER JOHN R III | Director | S-Sale | D | Common Stock | 3,000 | 176.00 | 528.0K | 14,965 | — | ↗ |
| 2021-08-16 | Pool III James K | Officer | S-Sale | D | Common Stock | 3,290 | 177.17 | 582.9K | 25,479 | — | ↗ |
| 2021-07-16 | Mittelman Bryan E. | Officer | F-InKind | D | Common Stock | 555 | 183.27 | 101.7K | 14,609 | — | ↗ |
| 2021-05-25 | Nerbonne Robert A | Director | G-Gift | D | Common Stock | 1,161 | 0.00 | — | 2,086 | — | ↗ |
| 2021-03-10 | Spittle Steve | Officer | F-InKind | D | Common Stock | 448 | 168.25 | 75.4K | 13,962 | — | ↗ |
| 2021-03-10 | Pool III James K | Officer | F-InKind | D | Common Stock | 440 | 168.25 | 74.0K | 28,769 | — | ↗ |
| 2021-03-10 | Mittelman Bryan E. | Officer | F-InKind | D | Common Stock | 511 | 168.25 | 86.0K | 15,164 | — | ↗ |
| 2021-03-10 | LINDSAY MARTIN M | Officer | F-InKind | D | Common Stock | 515 | 168.25 | 86.6K | 75,366 | — | ↗ |
| 2021-03-10 | FITZGERALD TIMOTHY JOHN | Director / Officer | F-InKind | D | Common Stock | 2,217 | 168.25 | 373.0K | 224,371 | — | ↗ |
| 2021-03-02 | Ziyad Nassem | Director | A-Award | A | Common Stock | 804 | 0.00 | — | 7,965 | — | ↗ |
| 2021-03-02 | Palisi Chapin Sarah | Director | A-Award | A | Common Stock | 804 | 0.00 | — | 7,765 | — | ↗ |
| 2021-03-02 | OBRIEN GORDON | Director | A-Award | A | Common Stock | 804 | 0.00 | — | 12,215 | — | ↗ |
| 2021-03-02 | Nerbonne Robert A | Director | A-Award | A | Common Stock | 804 | 0.00 | — | 3,247 | — | ↗ |
| 2021-03-02 | McCarthy Cathy L | Director | A-Award | A | Common Stock | 804 | 0.00 | — | 8,580 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Timothy J. FitzGerald Chief Executive Officer | 975.0K | — | 7.22M | — | — | 12.2K | 8.21M | 87.97% | ↗ |
| 2 | 2025 | Steven P. Spittle Chief Commercial Officer | 618.0K | — | 2.96M | — | — | 9.3K | 3.58M | 82.50% | ↗ |
| 3 | 2025 | James K. Pool III Chief Technology and Operations Officer | 618.0K | — | 2.96M | — | — | 9.2K | 3.58M | 82.50% | ↗ |
| 4 | 2025 | Bryan E. Mittelman Chief Financial Officer | 566.5K | — | 2.16M | — | — | 12.2K | 2.74M | 78.87% | ↗ |
| 5 | 2025 | Matthew R. Fuchsen Chief Development Officer | 432.6K | — | 1.62M | — | — | 12.2K | 2.07M | 78.46% | ↗ |
| 6 | 2024 | Timothy J. FitzGerald Chief Executive Officer | 975.0K | — | 6.34M | — | 186.8K | 20.5K | 7.53M | 84.29% | ↗ |
| 7 | 2024 | Steven P. Spittle Chief Commercial Officer | 600.0K | — | 2.60M | — | 114.9K | 13.8K | 3.33M | 78.09% | ↗ |
| 8 | 2024 | James K. Pool III Chief Technology and Operations Officer | 600.0K | — | 2.60M | — | 114.9K | 9.2K | 3.32M | 78.20% | ↗ |
| 9 | 2024 | Bryan E. Mittelman Chief Financial Officer | 550.0K | — | 1.90M | — | 105.4K | 14.1K | 2.57M | 73.93% | ↗ |
| 10 | 2024 | Matthew R. Fuchsen Chief Development Officer | 420.0K | — | 1.42M | — | 80.5K | 12.1K | 1.94M | 73.53% | ↗ |
| 11 | 2023 | Timothy J. FitzGerald Chief Executive Officer | 975.0K | — | 6.14M | — | 1.30M | 18.4K | 8.43M | 72.80% | ↗ |
| 12 | 2023 | Steven P. Spittle Chief Commercial Officer | 575.0K | — | 2.40M | — | 767.1K | 13.5K | 3.75M | 63.87% | ↗ |
| 13 | 2023 | James K. Pool III Chief Technology and Operations Officer | 575.0K | — | 2.40M | — | 767.1K | 8.9K | 3.75M | 63.95% | ↗ |
| 14 | 2023 | Bryan E. Mittelman Chief Financial Officer | 525.0K | — | 1.75M | — | 700.4K | 13.6K | 2.99M | 58.51% | ↗ |
| 15 | 2023 | Matthew R. Fuchsen Chief Development Officer | 400.0K | — | 1.36M | — | 533.6K | 16.6K | 2.31M | 58.87% | ↗ |
| 16 | 2022 | Timothy J. FitzGerald Chief Executive Officer | 975.0K | — | 6.47M | — | 1.94M | 16.9K | 9.40M | 68.77% | ↗ |
| 17 | 2022 | Steven P. Spittle Chief Commercial Officer | 550.0K | — | 2.10M | — | 1.10M | 12.5K | 3.76M | 55.89% | ↗ |
| 18 | 2022 | James K. Pool III Chief Technology and Operations Officer | 550.0K | — | 2.10M | — | 1.10M | 8.7K | 3.76M | 55.95% | ↗ |
| 19 | 2022 | Bryan E. Mittelman Chief Financial Officer | 500.0K | — | 1.68M | — | 997.0K | 12.0K | 3.19M | 52.71% | ↗ |
| 20 | 2021 | Timothy J. FitzGerald Chief Executive Officer | 975.0K | — | 6.68M | — | 1.74M | 16.4K | 9.41M | 71.00% | ↗ |
| 21 | 2021 | James K. Pool III Chief Technology and Operations Officer | 525.0K | — | 2.87M | — | 935.2K | 8.4K | 4.34M | 66.15% | ↗ |
| 22 | 2021 | Steven P. Spittle Chief Commercial Officer | 525.0K | — | 2.80M | — | 935.2K | 2.0K | 4.26M | 65.69% | ↗ |
| 23 | 2021 | Bryan E. Mittelman Chief Financial Officer | 475.0K | 275.0K | 1.43M | — | 846.1K | 12.1K | 3.04M | 47.09% | ↗ |
| 24 | 2019 | Selim A. Bassoul Former Chairman of the Board, President and Chief Executive Officer | 259.6K | — | — | — | — | 8.97M | 9.23M | 0.00% | ↗ |
| 25 | 2019 | Timothy J. FitzGerald Chief Executive Officer | 975.0K | — | 5.06M | — | 1.15M | 15.9K | 7.20M | 70.26% | ↗ |
| 26 | 2019 | David Brewer Executive Vice President and Chief Operating Officer | 850.0K | — | 2.53M | — | 1.00M | 13.8K | 4.39M | 57.54% | ↗ |
| 27 | 2019 | Bryan E. Mittelman Chief Financial Officer | 425.0K | — | 1.12M | — | 358.4K | 8.4K | 1.92M | 58.67% | ↗ |
| 28 | 2019 | Martin M. Lindsay Vice President, Treasurer and Secretary | 350.0K | — | 1.12M | — | 295.2K | 7.1K | 1.78M | 63.28% | ↗ |
| 29 | 2018 | Timothy J. FitzGerald Chief Executive Officer | 850.0K | 850.0K | 1.85M | — | — | 11.6K | 3.56M | 51.94% | ↗ |
| 30 | 2018 | Timothy J. FitzGerald Vice President and Chief Financial Officer | 850.0K | 850.0K | 1.85M | — | — | 11.6K | 3.56M | 51.94% | ↗ |
| 31 | 2018 | Selim A. Bassoul Former Chairman of the Board, President and Chief Executive Officer | 1.50M | — | — | — | — | 45.1K | 1.55M | 0.00% | ↗ |
| 32 | 2018 | Selim A. Bassoul Chairman of the Board, President and Chief Executive Officer | 1.50M | — | — | — | — | 45.1K | 1.55M | 0.00% | ↗ |
| 33 | 2018 | David Brewer Executive Vice President and Chief Operating Officer | 750.0K | 750.0K | — | — | — | 12.5K | 1.51M | 0.00% | ↗ |
| 34 | 2018 | David Brewer Chief Operating Officer Commercial Foodservice Equipment Group | 750.0K | 750.0K | — | — | — | 12.5K | 1.51M | 0.00% | ↗ |
| 35 | 2018 | Martin M. Lindsay Vice President, Treasurer and Secretary | 220.0K | 550.0K | — | — | — | 8.2K | 778.2K | 0.00% | ↗ |
| 36 | 2018 | Martin M. Lindsay Corporate Treasurer | 220.0K | 550.0K | — | — | — | 8.2K | 778.2K | 0.00% | ↗ |
| 37 | 2017 | Selim A. Bassoul Former Chairman of the Board, President and Chief Executive Officer | 1.00M | — | — | — | — | 59.6K | 1.06M | 0.00% | ↗ |
| 38 | 2017 | Selim A. Bassoul Chairman of the Board, President and Chief Executive Officer | 1.00M | — | — | — | — | 59.6K | 1.06M | 0.00% | ↗ |
| 39 | 2017 | David Brewer Executive Vice President and Chief Operating Officer | 600.0K | — | — | — | — | 15.4K | 615.4K | 0.00% | ↗ |
| 40 | 2017 | David Brewer Chief Operating Officer | 600.0K | — | — | — | — | 15.4K | 615.4K | 0.00% | ↗ |
| 41 | 2017 | David Brewer Chief Operating Officer Commercial Foodservice Equipment Group | 600.0K | — | — | — | — | 15.4K | 615.4K | 0.00% | ↗ |
| 42 | 2017 | Timothy J. FitzGerald Vice President and Chief Financial Officer | 575.0K | — | — | — | — | 11.7K | 586.7K | 0.00% | ↗ |
| 43 | 2017 | Timothy J. FitzGerald Chief Executive Officer | 575.0K | — | — | — | — | 11.7K | 586.7K | 0.00% | ↗ |
| 44 | 2017 | Martin M. Lindsay Vice President, Treasurer and Secretary | 220.0K | — | — | — | — | 8.6K | 228.6K | 0.00% | ↗ |
| 45 | 2017 | Martin M. Lindsay Corporate Treasurer | 220.0K | — | — | — | — | 8.6K | 228.6K | 0.00% | ↗ |
| 46 | 2016 | Selim A. Bassoul Chairman of the Board, President and Chief Executive Officer | 1.00M | — | 4.80M | — | 3.50M | 204.4K | 9.51M | 50.52% | ↗ |
| 47 | 2016 | Timothy J. FitzGerald Vice President and Chief Financial Officer | 575.0K | — | 1.92M | — | 2.50M | 8.7K | 5.00M | 38.39% | ↗ |
| 48 | 2016 | David Brewer Chief Operating Officer | 600.0K | — | 1.01M | — | 600.0K | 14.6K | 2.22M | 45.37% | ↗ |
| 49 | 2016 | David Brewer Chief Operating Officer Commercial Foodservice Equipment Group | 600.0K | — | 1.01M | — | 600.0K | 14.6K | 2.22M | 45.37% | ↗ |
| 50 | 2016 | Martin M. Lindsay Corporate Treasurer | 200.0K | — | 432.2K | — | 240.0K | 7.6K | 879.8K | 49.13% | ↗ |
| 51 | 2015 | Selim A. Bassoul Chairman of the Board, President and Chief Executive Officer | 1.00M | — | 1.81M | — | 3.28M | 46.5K | 6.14M | 29.52% | ↗ |
| 52 | 2015 | Timothy J. FitzGerald Vice President and Chief Financial Officer | 575.0K | — | 740.0K | — | 2.34M | 6.1K | 3.66M | 20.19% | ↗ |
| 53 | 2015 | David Brewer Chief Operating Officer | 525.0K | 36.8K | — | — | 488.3K | 10.4K | 1.06M | 0.00% | ↗ |
| 54 | 2015 | Martin M. Lindsay Corporate Treasurer | 200.0K | 14.0K | — | — | 186.0K | 7.5K | 407.5K | 0.00% | ↗ |
| 55 | 2014 | Selim A. Bassoul Chairman of the Board, President and Chief | 1.00M | — | 1.63M | — | 3.50M | 39.0K | 7.89M | 20.61% | ↗ |
| 56 | 2014 | Selim A. Bassoul Chairman of the Board, President and Chief Executive Officer | 1.00M | — | 1.63M | — | 3.50M | 1.76M | 7.89M | 20.61% | ↗ |
| 57 | 2014 | Timothy J. FitzGerald Vice President and Chief Financial Officer | 575.0K | — | 687.4K | — | 2.50M | 7.9K | 3.77M | 18.23% | ↗ |
| 58 | 2014 | Timothy J. FitzGerald Vice President and Chief Financial Officer | 575.0K | — | 687.4K | — | 2.50M | 7.9K | 3.77M | 18.23% | ↗ |
| 59 | 2014 | David Brewer Chief Operating Officer | 525.0K | — | 526.8K | — | 525.0K | 10.5K | 1.59M | 33.19% | ↗ |
| 60 | 2014 | David Brewer Chief Operating Officer | 525.0K | — | 526.8K | — | 525.0K | 10.5K | 1.59M | 33.19% | ↗ |
| 61 | 2014 | Martin M. Lindsay Corporate Treasurer | 180.0K | — | 164.6K | — | 200.0K | 7.0K | 551.6K | 29.84% | ↗ |
| 62 | 2014 | Martin M. Lindsay Corporate Treasurer | 180.0K | — | 164.6K | — | 200.0K | 7.0K | 551.6K | 29.84% | ↗ |
| 63 | 2013 | Selim A. Bassoul Chairman of the Board, President and Chief Executive Officer | 1.00M | — | — | — | 8.00M | 72.2K | 9.07M | 0.00% | ↗ |
| 64 | 2013 | Selim A. Bassoul Chairman of the Board, President and Chief | 1.00M | — | — | — | 8.00M | 72.2K | 9.07M | 0.00% | ↗ |
| 65 | 2013 | Timothy J. FitzGerald Vice President and Chief Financial Officer | 575.0K | — | — | — | 2.50M | 6.9K | 3.08M | 0.00% | ↗ |
| 66 | 2013 | Timothy J. FitzGerald Vice President and Chief Financial Officer | 575.0K | — | — | — | 2.50M | 6.9K | 3.08M | 0.00% | ↗ |
| 67 | 2013 | David Brewer Chief Operating Officer | 400.0K | — | — | — | 400.0K | 10.3K | 810.3K | 0.00% | ↗ |
| 68 | 2013 | David Brewer Chief Operating Officer | 400.0K | — | — | — | 400.0K | 10.3K | 810.3K | 0.00% | ↗ |
| 69 | 2013 | Martin M. Lindsay Corporate Treasurer | 140.0K | — | — | — | 185.0K | 6.2K | 331.2K | 0.00% | ↗ |
| 70 | 2013 | Martin M. Lindsay Corporate Treasurer | 140.0K | — | — | — | 185.0K | 6.2K | 331.2K | 0.00% | ↗ |
| 71 | 2012 | Selim A. Bassoul Chairman of the Board, President and Chief | 1.00M | — | — | — | 8.00M | 81.4K | 10.51M | 0.00% | ↗ |
| 72 | 2012 | Timothy J. FitzGerald Vice President and Chief Financial Officer | 400.0K | — | — | — | 2.10M | 6.8K | 2.51M | 0.00% | ↗ |
| 73 | 2012 | David Brewer Chief Operating Officer | 400.0K | — | — | — | 400.0K | 8.4K | 808.4K | 0.00% | ↗ |
| 74 | 2012 | Martin M. Lindsay Corporate Treasurer | 140.0K | — | — | — | 185.0K | 3.8K | 328.8K | 0.00% | ↗ |
| 75 | 2011 | Selim A. Bassoul Chairman of the Board, President and Chief | 1.00M | — | 18.00M | — | 8.00M | 84.2K | 27.69M | 64.99% | ↗ |
| 76 | 2011 | Timothy J. FitzGerald Vice President and Chief Financial Officer | 400.0K | — | 7.20M | — | 2.10M | 6.5K | 9.70M | 74.17% | ↗ |
| 77 | 2011 | David Brewer Chief Operating Officer | 400.0K | — | — | — | 400.0K | 7.4K | 807.4K | 0.00% | ↗ |
| 78 | 2011 | Martin M. Lindsay Corporate Treasurer | 140.0K | — | 359.9K | — | 185.0K | 5.4K | 690.3K | 52.14% | ↗ |
| 79 | 2010 | Selim A. Bassoul Chairman of the Board, | 1.00M | — | — | — | 8.00M | 49.6K | 10.49M | 0.00% | ↗ |
| 80 | 2010 | Selim A. Bassoul Chairman of the Board, President and Chief | 1.00M | — | — | — | 8.00M | 49.6K | 9.61M | 0.00% | ↗ |
| 81 | 2010 | Timothy J. FitzGerald Vice President and Chief Financial Officer | 400.0K | — | — | — | 2.10M | 1.8K | 2.50M | 0.00% | ↗ |
| 82 | 2010 | Timothy J. FitzGerald Vice President and Chief | 400.0K | — | — | — | 2.10M | 1.8K | 2.50M | 0.00% | ↗ |
| 83 | 2010 | David Brewer Chief Operating Officer | 400.0K | — | — | — | 300.0K | 3.4K | 703.4K | 0.00% | ↗ |
| 84 | 2010 | Martin M. Lindsay Corporate Treasurer | 140.0K | — | — | — | 160.0K | 1.5K | 301.5K | 0.00% | ↗ |
| 85 | 2009 | Selim A. Bassoul Chairman of the Board, President and Chief | 1.00M | — | 7.53M | — | 3.50M | 48.3K | 13.37M | 56.27% | ↗ |
| 86 | 2009 | Selim A. Bassoul Chairman of the Board, President and Chief | 1.00M | — | 7.53M | — | 3.50M | 48.3K | 12.60M | 59.74% | ↗ |
| 87 | 2009 | Timothy J. FitzGerald Vice President and Chief | 400.0K | — | 3.88M | — | 600.0K | 1.7K | 4.88M | 79.46% | ↗ |
| 88 | 2009 | Timothy J. FitzGerald Vice President and Chief Financial Officer | 400.0K | — | 3.88M | — | 600.0K | 1.7K | 4.88M | 79.46% | ↗ |
| 89 | 2009 | David Brewer Chief Operating Officer | 400.0K | — | 382.7K | — | — | 1.2K | 783.9K | 48.82% | ↗ |
| 90 | 2009 | Martin M. Lindsay Corporate Treasurer | 140.0K | — | 234.4K | — | 115.0K | 1.5K | 490.9K | 47.75% | ↗ |
| 91 | 2008 | Selim A. Bassoul Chairman of the Board, | 900.0K | 200.0K | 2.58M | — | 8.00M | 53.9K | 12.90M | 19.99% | ↗ |
| 92 | 2008 | Timothy J. FitzGerald Vice President and Chief | 300.0K | — | 1.72M | — | 1.35M | 6.2K | 3.37M | 50.95% | ↗ |
| 93 | 2008 | David Brewer Chief Operating Officer | 300.0K | — | 717.7K | — | — | 3.8K | 1.02M | 70.26% | ↗ |
| 94 | 2008 | Mark Sieron, President, Middleby Cooking | 200.0K | — | 226.8K | 95.5K | — | 16.1K | 538.4K | 59.87% | ↗ |
| 95 | 2008 | Gary Mick President, GS Blodgett | 250.0K | — | 202.5K | 38.5K | — | 6.1K | 497.1K | 48.49% | ↗ |
| 96 | 2008 | David Brewer President, Pitco Frialator, Inc . | 300.0K | — | 142.8K | — | — | 3.8K | 446.6K | 31.97% | ↗ |
| 97 | 2008 | Martin M. Lindsay Corporate Treasurer | — | — | — | — | — | — | — | — | ↗ |
| 98 | 2007 | Selim A. Bassoul Chairman of the Board, | 900.0K | — | 4.66M | 255.2K | 5.51M | 55.4K | 12.46M | 39.40% | ↗ |
| 99 | 2007 | Timothy J. FitzGerald Vice President and Chief | 300.0K | — | 1.33M | 5.8K | 935.1K | 6.1K | 2.58M | 51.90% | ↗ |
| 100 | 2007 | Mark Sieron, President, Middleby Cooking | 200.0K | — | 167.4K | 116.2K | 150.0K | 15.8K | 649.5K | 43.68% | ↗ |
| 101 | 2007 | Magdy Albert Executive Vice President, Food Processing Group | 200.0K | — | 83.7K | 47.8K | 250.0K | 2.0K | 583.5K | 22.53% | ↗ |
| 102 | 2007 | Gary Mick President, GS Blodgett | 200.0K | — | 83.7K | 51.6K | 220.0K | 6.4K | 561.8K | 24.09% | ↗ |
| 103 | 2007 | Gary Mick President, GS Blodgett Corporation | 200.0K | — | 83.7K | 51.6K | 220.0K | 6.4K | 561.8K | 24.09% | ↗ |
| 104 | 2007 | David Brewer President, Pitco Frialator, Inc . | — | — | — | — | — | — | — | — | ↗ |
| 105 | 2006 | Selim A. Bassoul Chairman of the Board, President and Chief Executive Officer | 770.0K | — | 2.89M | 419.4K | 4.84M | 50.0K | 9.95M | 33.29% | ↗ |
| 106 | 2006 | Timothy J. FitzGerald Vice President and Chief Financial Officer | 250.0K | — | 537.2K | 15.0K | 823.0K | 6.0K | 1.63M | 33.85% | ↗ |
| 107 | 2006 | Phil Dei Dolori Group President | 300.0K | — | — | 110.5K | 600.0K | 14.2K | 1.02M | 10.79% | ↗ |
| 108 | 2006 | Mark Sieron Division Vice President | 161.0K | — | — | 108.0K | 313.6K | 16.0K | 598.6K | 18.04% | ↗ |
| 109 | 2006 | Nazih Ibrahim Division President | 150.0K | — | — | 19.1K | 250.0K | 4.4K | 423.5K | 4.51% | ↗ |
| 110 | 2005 | Selim A. Bassoul Chairman of the Board, President and | 770.0K | 3.50M | 10.10M | — | — | 5.5K | 14.37M | 70.26% | ↗ |
| 111 | 2005 | Timothy J. FitzGerald Vice President and Chief Financial Officer | 250.0K | 600.0K | 2.69M | — | — | 4.4K | 3.54M | 75.87% | ↗ |
| 112 | 2005 | Phil Dei Dolori Group President | 258.0K | 516.0K | — | 25.0K | — | 5.0K | 779.0K | 3.21% | ↗ |
| 113 | 2005 | Mark Sieron Division Vice President | 170.6K | 313.6K | — | 25.0K | — | 4.8K | 489.1K | 5.11% | ↗ |
| 114 | 2005 | Nazih Ibrahim Division President | 150.0K | 250.0K | 3.3K | — | — | — | 403.3K | 0.82% | ↗ |
| 115 | 2004 | Selim A. Bassoul Chairman of the Board, President and | 403.1K | 2.40M | 4.82M | — | — | 11.4K | 7.63M | 63.13% | ↗ |
| 116 | 2004 | Selim A. Bassoul Chairman of the Board, President and Chief Executive Officer | 403.1K | 2.40M | 4.82M | — | — | 11.4K | 7.63M | 63.13% | ↗ |
| 117 | 2004 | William F. Whitman, Jr. Former Chairman of the Board | 566.0K | 2.40M | — | — | — | 13.2K | 2.98M | 0.00% | ↗ |
| 118 | 2004 | Phil Dei Dolori Group President | 258.0K | 503.1K | — | — | — | 10.5K | 771.6K | 0.00% | ↗ |
| 119 | 2004 | Phil Dei Dolori Division President | 258.0K | 503.1K | — | — | — | 10.5K | 771.6K | 0.00% | ↗ |
| 120 | 2004 | Mark Sieron Division General Manager | 167.2K | 313.6K | — | — | — | 10.6K | 491.5K | 0.00% | ↗ |
| 121 | 2004 | Mark Sieron Division Vice President | 167.2K | 313.6K | — | — | — | 10.6K | 491.5K | 0.00% | ↗ |
| 122 | 2004 | Timothy J. FitzGerald Vice President and Chief Financial Officer | 176.9K | 244.2K | — | — | — | 10.3K | 431.4K | 0.00% | ↗ |
| 123 | 2004 | Timothy J. FitzGerald Vice President and Chief Financial Officer | 176.9K | 244.2K | — | — | — | 10.3K | 431.4K | 0.00% | ↗ |
| 124 | 2004 | Nazih Ibrahim Division President | 155.8K | 250.0K | — | — | — | 8.9K | 414.7K | 0.00% | ↗ |
| 125 | 2004 | Nazih Ibrahim Division President | 155.8K | 250.0K | — | — | — | 8.9K | 414.7K | 0.00% | ↗ |
| 126 | 2004 | David B. Baker Former Vice President, Chief Administrative Officer and Secretary | 155.8K | 157.0K | — | — | — | 10.5K | 323.2K | 0.00% | ↗ |
| 127 | 2003 | William F. Whitman, Jr. Former Chairman of the Board | 600.0K | 2.02M | — | 170.0K | — | 19.7K | 2.63M | 6.45% | ↗ |
| 128 | 2003 | William F. Whitman, Jr. Chairman of the Board | 600.0K | 2.02M | — | 170.0K | — | 19.7K | 2.63M | 6.45% | ↗ |
| 129 | 2003 | Selim A. Bassoul Chairman of the Board, President and Chief Executive Officer | 360.0K | 1.71M | — | 325.0K | — | 12.1K | 2.08M | 15.61% | ↗ |
| 130 | 2003 | Selim A. Bassoul President and Chief Executive Officer | 360.0K | 1.71M | — | 325.0K | — | 12.1K | 2.08M | 15.61% | ↗ |
| 131 | 2003 | Selim A. Bassoul Chairman of the Board, President and | 360.0K | 1.71M | — | 325.0K | — | 12.1K | 2.08M | 15.61% | ↗ |
| 132 | 2003 | Phil Dei Dolori Division President | 208.0K | 416.0K | — | 35.0K | — | 8.9K | 632.9K | 5.53% | ↗ |
| 133 | 2003 | Phil Dei Dolori Group President | 208.0K | 416.0K | — | — | — | 8.9K | 632.9K | 0.00% | ↗ |
| 134 | 2003 | Timothy J. FitzGerald Vice President and Chief Financial Officer | 134.5K | 165.0K | — | 40.0K | — | 11.7K | 311.2K | 12.85% | ↗ |
| 135 | 2003 | Timothy J. FitzGerald Vice President and Chief Financial Officer | 134.5K | 165.0K | — | 40.0K | — | 11.7K | 311.2K | 12.85% | ↗ |
| 136 | 2003 | Timothy J. FitzGerald, Vice President, Chief Financial Officer | 134.5K | 165.0K | — | 40.0K | — | 11.7K | 311.2K | 12.85% | ↗ |
| 137 | 2003 | Mark Sieron Division Vice President | 161.0K | 118.3K | — | — | — | 14.1K | 293.4K | 0.00% | ↗ |
| 138 | 2003 | Mark Sieron Division General Manager | 161.0K | 118.3K | — | 8.0K | — | 14.1K | 293.4K | 2.73% | ↗ |
| 139 | 2003 | David B. Baker Vice President, Chief Administrative Officer and Secretary | 155.2K | 120.0K | — | 15.0K | — | 11.9K | 287.1K | 5.22% | ↗ |
| 140 | 2003 | David B. Baker Former Vice President, Chief Administrative Officer and Secretary | 155.2K | 120.0K | — | 15.0K | — | 11.9K | 287.1K | 5.22% | ↗ |
| 141 | 2003 | Nazih Ibrahim Division President | 80.8K | 31.4K | — | — | — | 4.0K | 116.2K | 0.00% | ↗ |
| 142 | 2003 | Nazih Ibrahim Division President | 80.8K | 31.4K | — | 5.0K | — | 4.0K | 116.2K | 4.30% | ↗ |
| 143 | 2002 | William F. Whitman, Jr. Former Chairman of the Board | 440.5K | 1.19M | — | 100.0K | — | 16.2K | 1.64M | 6.09% | ↗ |
| 144 | 2002 | William F. Whitman, Jr. Chairman of the Board | 440.5K | 1.19M | — | 100.0K | — | 16.2K | 1.64M | 6.09% | ↗ |
| 145 | 2002 | Selim A. Bassoul President and Chief Executive Officer | 319.6K | 1.19M | — | 200.0K | — | 8.1K | 1.51M | 13.22% | ↗ |
| 146 | 2002 | Selim A. Bassoul Chairman of the Board, President and Chief Executive Officer | 319.6K | 1.19M | — | 200.0K | — | 8.1K | 1.51M | 13.22% | ↗ |
| 147 | 2002 | Phil Dei Dolori Division President | 208.0K | 416.0K | — | 10.0K | — | 7.2K | 631.2K | 1.58% | ↗ |
| 148 | 2002 | Mark Sieron Division General Manager | 161.0K | 313.6K | — | 10.0K | — | 9.4K | 484.1K | 2.07% | ↗ |
| 149 | 2002 | David B. Baker Vice President, Chief Financial Officer and Secretary | 134.4K | 230.2K | — | 10.0K | — | 8.6K | 373.3K | 2.68% | ↗ |
| 150 | 2002 | David B. Baker Former Vice President, Chief Administrative Officer and Secretary | 134.4K | 230.2K | — | 10.0K | — | 8.6K | 373.3K | 2.68% | ↗ |
| 151 | 2002 | David B. Baker Vice President, Chief Administrative Officer and Secretary | 134.4K | 230.2K | — | 10.0K | — | 8.6K | 373.3K | 2.68% | ↗ |
| 152 | 2002 | Timothy J. FitzGerald, Vice President, Chief Financial Officer | 97.1K | 150.1K | — | 10.0K | — | 7.9K | 255.1K | 3.92% | ↗ |
| 153 | 2002 | Timothy J. FitzGerald Vice President and Chief Financial Officer | 97.1K | 150.1K | — | 10.0K | — | 7.9K | 255.1K | 3.92% | ↗ |
| 154 | 2002 | Nazih Ibrahim Division President | — | — | — | — | — | — | — | — | ↗ |
| 155 | 2001 | William F. Whitman, Jr. Chairman of the Board | 451.5K | 825.0K | — | — | — | 16.8K | 1.29M | 0.00% | ↗ |
| 156 | 2001 | Selim A. Bassoul President and Chief Executive Officer | 279.7K | 825.0K | — | — | — | 8.3K | 1.11M | 0.00% | ↗ |
| 157 | 2001 | Timothy J. FitzGerald, Vice President, Chief Financial Officer | 96.2K | 185.0K | — | — | — | 8.4K | 289.6K | 0.00% | ↗ |
| 158 | 2001 | David B. Baker Vice President, Chief Financial Officer and Secretary | 124.0K | 69.3K | — | — | — | 9.0K | 202.3K | 0.00% | ↗ |
| 159 | 2001 | David B. Baker Vice President, Chief Administrative Officer and Secretary | 124.0K | 69.3K | — | — | — | 9.0K | 202.3K | 0.00% | ↗ |
| 160 | 2000 | Selim A. Bassoul Chief Operating Officer | 270.0K | 920.0K | — | — | — | 176.5K | 1.37M | 0.00% | ↗ |
| 161 | 2000 | Selim A. Bassoul President and Chief Executive Officer | 270.0K | 920.0K | — | — | — | 176.5K | 1.37M | 0.00% | ↗ |
| 162 | 2000 | William F. Whitman, Jr. Chairman of the Board | 359.8K | 685.0K | — | — | — | 12.4K | 1.06M | 0.00% | ↗ |
| 163 | 2000 | David P. Riley President and Chief Executive Officer | 333.4K | 684.7K | — | — | — | 8.1K | 1.03M | 0.00% | ↗ |
| 164 | 2000 | David B. Baker Vice President, Chief Financial Officer and Secretary | 116.3K | 240.0K | — | 10.0K | — | 6.4K | 362.8K | 2.76% | ↗ |
| 165 | 1999 | Selim A. Bassoul President and Chief Executive Officer | 270.0K | 571.7K | — | 25.0K | — | 6.5K | 848.2K | 2.95% | ↗ |
| 166 | 1999 | Selim A. Bassoul Chief Operating Officer | 270.0K | 571.7K | — | 25.0K | — | 6.5K | 848.2K | 2.95% | ↗ |
| 167 | 1999 | William F. Whitman, Jr. Chairman of the Board | 359.8K | 281.4K | — | — | — | 11.3K | 652.6K | 0.00% | ↗ |
| 168 | 1999 | David P. Riley President and Chief Executive Officer | 333.4K | 281.4K | — | — | — | 8.6K | 623.4K | 0.00% | ↗ |
| 169 | 1999 | David B. Baker Vice President, Chief Financial Officer and Secretary | 97.8K | 145.5K | — | 2.5K | — | 3.6K | 246.9K | 1.01% | ↗ |
| 170 | 1998 | Selim A. Bassoul Chief Operating Officer | 221.6K | 211.2K | — | — | — | 4.7K | 437.5K | 0.00% | ↗ |
| 171 | 1998 | William F. Whitman, Jr. Chairman of the Board | 359.8K | — | — | 100.0K | — | 11.3K | 371.1K | 26.94% | ↗ |
| 172 | 1998 | David P. Riley President and Chief Executive Officer | 325.6K | — | — | 100.0K | — | 8.2K | 333.8K | 29.96% | ↗ |
| 173 | 1998 | David B. Baker Vice President, Chief Financial Officer and Secretary | 91.5K | — | — | — | — | 3.4K | 94.9K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Timothy J. FitzGerald | Chief Executive Officer & Director | 987.2K | male |
| Bryan E. Mittelman | Chief Financial Officer | 669.5K | male |
| Steven Spittle | Chief Commercial Officer | 627.3K | male |
| James K. Pool | Chief Technology & Operations Officer | 627.2K | male |
| Magdy Albert | President Food Processing Group | 452.0K | male |
| Matthew Fuchsen | Chief Development Officer | 444.8K | male |
| Brittany Cerwin | CFO & Chief Accounting Officer | — | female |
| Michael D. Thompson | General Counsel & Secretary | — | male |
| Ousama Sidani | Vice President of Supply Chain & Group President of Houno A/S | — | — |
| Rebecca Ellin | SVP of Investor Strategy & Corporate Development | — | female |
| Robert Fortmann | President of Carter-Hoffmann LLC | — | male |
| George F. Koether | Group President of business operations in Asia | — | male |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2026-02-18 | 2026-03-11 | April Delaney | MD06 | — | Sale | $1,001 - $15,000 | ↗ |
| 2026-02-17 | 2026-03-11 | April Delaney | MD06 | — | Sale | $1,001 - $15,000 | ↗ |
| 2026-02-11 | 2026-03-11 | April Delaney | MD06 | — | Sale | $1,001 - $15,000 | ↗ |
| 2026-02-06 | 2026-03-11 | April Delaney | MD06 | — | Sale | $15,001 - $50,000 | ↗ |
| 2025-10-22 | 2025-11-05 | April Delaney | MD06 | — | Sale | $1,001 - $15,000 | ↗ |
| 2025-09-18 | 2025-10-07 | April Delaney | MD06 | — | Sale | $1,001 - $15,000 | ↗ |
| 2025-06-17 | 2025-08-13 | Lisa McClain | MI09 | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2025-06-11 | 2025-08-13 | Lisa McClain | MI09 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2019-04-24 | 2019-05-26 | Bradley S. Schneider | Il10 | Spouse | Sale (Full) | $250,001 - $500,000 | ↗ |
| 2018-09-26 | 2018-10-09 | Lamar Smith | TX21 | — | Purchase | $1,001 - $15,000 | ↗ |
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Community Opinion for MIDD
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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