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The Middleby Corporation (MIDD)

USD134.41 -0.18 (-0.13%)
US NASDAQ Industrials Industrial - Machinery
Address 1400 Toastmaster Drive 60120
Elgin, IL, US
CEO James K. Pool
IPO 1987-08-10
CIK 769520 ISIN US5962781010

Explore sections of this company profile

Also trades on London Stock Exchange · 0K1G.L (USD) NASDAQ Global Select · MIDD (USD)
Description

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.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
CHEF ACQUISITION 2008-09-09 View
Welbilt, Inc. WBT 2021-05-28 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD134.41 -0.18 (-0.13%)
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Volume Profile
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Liquidity & share structure
Average Volume
662.3K
Beta
1.36
Float Shares
45.89M
Free Float %
98.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.36% -5.37% +5.57% -7.95% +21.29% +1.57% +2.79% +7.83% -10.45% +31.71% +19,595.57%
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 (20 ratings, all time) Buy
Price Targets & DCF
Current price
134.41
Low 175.00 +30.2%
Consensus 192.50 +43.2%
Median 195.00 +45.1%
High 205.00 +52.5%
DCF (Unlevered) 92.43 -31.2%
DCF (Levered) 101.58 -24.4%

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) 70% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 6 0
Hold 3 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
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%
Quality scores
Altman Z-Score
2.17
Grey zone
Piotroski F-Score
6 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • 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)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.35) × ERP
WACC = 80% × Ke + 20% × Kd (4.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 92.43 Current price: 134.41
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 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
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-08 Barclays Overweight Overweight Maintain
Historical Ratings (3M)
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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
541.02M
OE per share TTM
10.49
Owner's Yield
6.96%
Maintenance CapEx ratio
40.49%
Maint CapEx / Avg PPE
13.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
156
Total invested
389.54M
Insider transactions (90d)
0
Beneficial owners (>5%)
24
Beneficial owners (>5%)
# 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)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
156
-262 vs prev Q
New positions
19
Closed positions
273
Increased
69
Reduced
45
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 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
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 170 ETFs in our universe
# 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

Insider Activity — Latest Quarter
Ratio by transactions
1.17
Neutral
Ratio by volume
0.53
Neutral
Buys
7
Sells
6
Shares acquired
8.1K
Shares disposed
15.4K
Cash buys
Cash sales
Net activity
-7,226
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
2026-03-13 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

Top executives
EBIT / Employee
54.3K
Shares Outstanding
46.62M

Executive compensation

Executive compensation (annual)
# 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%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-08 DEFA14A
2026-04-08 DEF 14A
2025-03-28 DEFA14A
2025-03-28 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-04 8-K
2026-04-30 SC 13G
2026-04-08 DEFA14A
2026-04-08 DEF 14A
2026-04-01 8-K
2026-03-27 SC 13G/A
2026-03-25 8-K
2026-03-16 4
2026-03-16 4

Executive team

NameTitleCompensationGender
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
ESG Rating
B-
INDUSTRIAL - MACHINERY
2016
E (Environmental)
51.8 / 62.9
Company / Sector avg.
S (Social)
53.9 / 67.9
Company / Sector avg.
G (Governance)
61.9 / 67.6
Company / Sector avg.
ESG Total
55.9 / 66.1
Company / Sector avg.
ESG Score History INDUSTRIAL - MACHINERY
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
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
Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits